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10-05-11
1505610140 ~' REV-1500 EX (01-10) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 2 1 1 1 0 0 8 8 Harrisbur , PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date Of Death MMDDYYYY Date of Birth IVIMDDYYYY 1 9 3 3 0 1 1 5 1 1 2 2 8 2 0 1 0 0 2 1 3 1 9 3 0 Suffix Decedent's First Name MI Decedent's Last Name P R O C T O R C E C E L I A W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI FILL IN APPROPRIATE OVALS BELOW rn l R t i i O ~ 2. Supplemental Return ~ 3. Remainder Return (date of death e u na r g 0 1. prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required 0 6. Decedent Died Testate ~ death after 12-12-82) 7. Decedent Maintained a Living Trust 1! 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) 9. Litigation Proceeds Received ~ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ~ 11 hap) nder Sec. 9113(A) h S between 12-31-91 and 1-1-95) c Attac CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE,DIRECTED TO: Daytime Teleph6~ Number Name E R i.' . 1 c~+ 8 ~~_~ 7 1 7 2~~~ 6 B E N J A M I N J B U T L _ ~ - ~ _. _ ~-- r- - - REGISTEf~DF.1NWf)'~C6 USE ©NLY ~ _.,~~h ~,, -.- l ~~ '`~ - - First line of address I '~ --- `f - 1 0 0 7 M U M M A R O A D ,_ c7 - ~ - ~.. c' --~ , Second line of address S U I T E 1 0 1 DATE FILED State ZIP Code -- - --- City or Post Office L E M O Y N E P A 1 7 0 4 3 Correspondent's a-mail address: LAWYERSna 13UTLERLAWFIRM.COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true rrect and c pl .Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN~/~Ty RE OF PE SP_O~ys~arE FOR FILING RETURN DATE ADDRESS 11-56 ~P SIGNATU~2E OWN ROAD ~ARF12'OTHER THAN REPRESENTATIVE PA 17112 DATE iv - 3-~I AD ESS 1 07 MUMMA ROAD, SUITE 101 LEMOYNE PA 17043 PLEASE USE ORIGINAL FORM ONLY 1505610140 HARRISBURG Side 1 15D5610140 ~',~~' 1505610240 REV-1500 EX Decedent's Name: CECELIA W• PROCTOR Decedent's Social Security Number RECAPITULATION 1 9 3 3 0 1 1 5 1 1. Real Estate (Schedule A) ...... , 1 2. Stocks and Bonds (Schedule B) .... ................. . ~~~ ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 2. 7 6 6 6. 4 2 . .... 3 4. Mortgages and Notes Receivable (Schedule D) . ........ ........ 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).. .... 4. 5 1 3 5 . 6. Jointly Owned Property (Schedule F) ~ Separate Billing Re 7 u I t .... . 4. 8 5 q . es ed ... nter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) .... 6. 2 4 5 7 3 • D 8 ~ Separate Billing Requested ... 8. Total Gross Assets (total Lines 1 through 7) ... .... 7. 1 9 2 6. 3 8 ..................... 9. Funeral Expenses and Administrative Costs (Schedule H) ... 8. 3 5 5 2 0, 7 3 ............... 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .. . 9. 1 7 7 9 4. 6 8 .......... 11. Total Deductions (total Lines 9 and 10) ....... ... 10. 1 D 0 1. 5 3 ..................... 12. Net Value of Estate (Line 8 minus Line 11) . ... 11. 1 8 7 9 6. 2 1 . , , .. . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not be 12 1 6 7 2 4 ' S 2 en made (Schedule J) ... , ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable 14 1 6 7 2 4 . 5 2 at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.000 16. Amount of Line 14 taxable 0 D D 15. D ' D D at lineal rate X .045 1 6 7 2 4. 5 2 17. Amount of Line 14 taxable 16. ~ 5 2 . 6 0 at sibling rate X .12 D D D 18. Amount of Line 14 taxable 17. D . D D at collateral rate X .15 D D D 19. TAX DUE 1 s. 0 . D 0 ...................................... .19. 7 5 2. 6 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OV ERPAY MENT Side 2 1505610240 1505610240 File Number REV-1500 EX Page 3 21 I I O~Igg Decedent's Complete Address: DECEDENT'S NAME CECELIA W. PROCTOR _ _ _ _ __ STREET ADDRESS 4905 E. Trindle Road - __ - CITY _ _ STATE ZIP Mechanicsburg i PA j 17050 Tax Payments and Credits: ~. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments - B. Discount - 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 752.60 Total Credits (A + B) (2) 0.00 (3) (4) 0.00 (5) 752.60 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes ^ No a. retain the use or income of the property transferred : ................................................................. ..... X b, retain the right to designate who shall use the property transferred or its income; .......................... ..... X c. retain a reversionary interest; or ~ ^ d. receive the promise for life of either payments, benefits or care? ................................................. ...... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ^ without receiving adequate consideration? ................................................................................. ...... ^ 0 3. Ditl decedent own an "intrust for" or payable-upon-death bank account or security at his or her death? ... ...... 4. Ditl decedent own an individual retirement account, annuity or other non-probale property, which ~ ^ contains a beneficiary designation? ............................................................................................ ...... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND F ILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)J. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, undE Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX ± (6-98) ' SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER CECELIA W. PROCTOR 2l 1 1 0088 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION ~. 24.1762 shares Hershey Co. (HSY) @ $47.535 2. 70 shares Prudential Financial, Inc. (PRU) @ $59.705 3. 59 shares Wells Fargo & Company (WFC) @ $31.15 4. $500 Hl l Bond -Issue Date 5/03 TOTAL (Also enter on line 2, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 1,149.22 4,179.3 5 1,837.85 500.00 7,666.42 REV-1508 EX ± (6-98) ' SCHEDULE EQ ~+ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8c M~$C. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER CECELIA W. PROCTOR 21 l l 0088 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM OF DEATH NUMBER DESCRIPTION ~. 1985 Chevrolet Citation II (no value) 0.00 2. HH Bond -Accrued Interest 1.25 3. Prudential -Non-Qualified Annuity Account No. E0275810 36.15 Beneficiary: Estate 4. Wert's Gold Filigree Band Ring with Ruby, Sapphire and diamond. 75.00 5. Filigree Ring 1,195.00 6. AARP Health -Refund 31.95 7. Bank of America -Refund 15.50 TOTAL (Also enter ors line 5, Recapitulation) I $ 1,354.85 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: CECELIA W. PROCTOR 21 11 0088 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Eric S. Proctor B C. l 156 Piketown Road Harrisburg, PA 17112 lineal JOINTLY-OWNED PROPERTY: % OF DATE OF DEATH LETTER DATE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF ' ITEM FOR JOINT MADE ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. NTIFYING NUMBER VALUE OF ASSET INTEREST S INTEREST DECEDENT NUMBER TENANT JOINT . IDE / 9 Bank -Crown Classic Account No. 1000643208158 i h W 29,206.22 50. 14,603.11 1. A. 6 7/19 ov a ac 2. lA. 18/1/03 I Wachovia Bank -Money Market Account No. 10100802602571 19,939.931 50. 9,969.97 TOTAL (Also enter on Line. 6, Recapitulation) I $ 24,573.08 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09) SCHEDULE G Pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND NON-PROBATE PROPERTY MISC INHERITANCE TAX RETURN . RESIDENT DECEDENT FILE NUMBER ESTATE OF 21 11 0088 CECELIA W. PROCTOR This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND ATTACHACOPYOFTHEDEEDFORREALESTATE. THE DATE OF TRANSFER VALUE OF ASSET INTEREST IiFnPPUCne~El VALUE NUMBER . 70 933 1. Gerber Life Insurance Company -Policy No. 06641235 933.70 100.00 . Owner: Cecilia W. Proctor; Insured: Cassondra N. Proctor; Contingent Owner: Eric S. Proctor (lineal) 76 326 2. Gerber Life Insurance Company -Policy No. 09645157 326.76 100.00 . Owner: Cecilia W. Proctor; Insured: Collin R. Proctor; Contingent Owner: Eric S. Proctor (lineal) 05 176 00 100 176.05 3. Gerber Life Insurance Company -Policy No. 15510752 . . Owner: Cecilia W. Proctor; Insured: Collin R. Proctor; Contingent Owner: Eric S. Proctor (lineal) 87 489 4. Gerber Life Insurance Company -Policy No. 10609387 489.87 100.00 . Owner: Cecilia. W. Proctor; Insured: Abigail F. Proctor; Contingent Owner: Eric S. Proctor (lineal) TOTAL (Also enter on Linf; 7 Recapitulation) ~ $ 1,926.38 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF CECELIA W. PROCTOR Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION A, FUNERAL EXPENSES: ~. Parthemore Funeral Home & Cremation Services, Inc. B 1 2 3 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees: Butler Law Firm Family Exemption: (If decedent's address is not the same as claimants, attach explanation.) 4 5 6 7. 8. 9. ]0. 11. 12. 13. 14. 15. Street Address City State Relationship of Claimant to Decedent Probate Fees: includes additional probate of $25.00 Accountant Fees: Tax Return Preparer Fees: 2010-2011 1041 & PA-41 Cumberland Law Journal -Estate Advertising The Sentinel -Estate Advertising Photocopies Notary Fees Postage Cumberland County Register of Wills -Additional Short Certificates Cumberland County Register of Wills -Filing Fee C G Buser & Son -Ring Appraisal Mollie B Fine Jewelry -Ring Appraisals TOTAL (Also enter on Line 9, Recapitulation) I $ 11,682.52 5,040.00 120.50 450.00 75.00 219.40 20.60 10.00 18.66 8.00 30.00 35.00 85.00 17, 794.68 FILE NUMBER 21 11 0088 AMOUNT ZIP ZIP If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) ' Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCETAxRETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDEINT ESTATE OF FILE NUMBER CECELIA W. PROCTOR. 21 11 0088 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1, American Express 191.53 c/o West Asset Management 2. Hospice Of Central Pennsylvania 700.00 3. ~RJL Properties ~ 110.00 TOTAL (Also enter on Line 10, Recapitulation) I $ 1 001.53 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (0~-10) ' Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: CECELIA W. PROCTOR NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ] TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1, Eric S. Proctor 1 156 Piketown Road Harrisburg, PA 17112 FILE NUMBER: 2.1 11 0088 RELATIONSHIP TO DECEDENT Do Not List. Trustee(s) Lineal AMOUNT OR SHARE OF ESTATE 16,724.52 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE, ]], NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN; 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART Il -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-150(1 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF CECILIA W. PROCTOR I, CECILIA W. PROCTOR, now of Lower Allen Township, Cumberland County, Pennsylvania, do hereby declare this to be my Last Will and Testament and hereby revoke all prior Wills and Codicils made by me. ITEM I. I direct that all of my just debts and funeral expenses, including the cost of my gravemarlcer, if any, shall be paid from my residuary estate as Noon as practical after my decease as a part of the administrative expenses of my estate. ITEM II. I direct that my burial be in the plot next to my mother's grave in Holy Cross Cemetery, Harrisburg, Pennsylvania. ITEM III. I direct my personal representative to acquire four (4) grave sites at the Holy Cross Cemetery, Harrisburg, Pennsylvania, of the use of m}~ children and grandson, KENNETH B. SCHMIDT. If four (4) plots adjacent to each other are not available at that cemetery, I direct that the plots be acquired at the Gate of Heaven Ce;metery, Mechanicsburg, Pennsylvania. ITEM IV. I give my two paintings by Samuel D. Thomas, fornierly of Blossburg, Peiulsylvania, to him if he is living and, if not, to his then living heirs at law. ITEM V. I give to my granddaughter, CASSONDR~ NICOLE PROCTOR, my Grandmother Wert's gold filigree band ring with ruby, sapphire and diamond. If she is not sixteen (16) years of age at the time of distribution of the ring to her, the same shall be distributed to and held for her until she attains age sixteen (16) by her parents. ITEM VI. I give my household goods and personal effects to my son and daughter-in-law, ERIC and LISA PROCTOR, and my daughter, DLANE J. SCHMIDT, to be Cecilia W. Proctor divided and distributed as they determine, except that my friends, DEBRA WHITMOYER and CORY WILKERSON, shall have the choice of such items as they desire as keepsakes of me. ITEM VII. I give my cat(s) to my friend, DEBRA WIiITMOYER. ITEM VIII. I give to each of the following of my grandchildren the sum of Five Thousand ($5,000.00) Dollars: CASSONDRA NICOLE PROCTOR, COLLIN PROCTOR and ABIGAIL PROCTOR. ITEM IX. I give the sum of Fifty Thousand ($50,000..00) Dollars to my son, ERIC S. PROCTOR, as Trustee, in trust for my grandson, KENNETH B. SCHMIDT, under the following provisions: A. Trustee shall pay or apply so much of the income and so much of the principal thereof, as in Trustee's sole discretion, is necessary for his maintenance and support and for his medical, dental, hospital and nursing expenses. In determining whether to make payments or applications under this paragraph, Trustee shall consider such other resources and public benefits as maybe available to him, including public assistance, SSI or other benefits that any federal, state, county or other governmental or private agency would provide in absence of distribution from this trust. No distribution from the trust shall be made to him ii'such distribution would result in him losing or keep him from becoming eligible for such bei:~efits. B. All principal and income from this trust for KENNETH B. SCHMIDT, shall be free from his debts, contracts, alienations and anticipations, and the same shall not be liable for any levy, attachment, execution or sequestration while in h.is hands or in the hands of the Trustee. Should any funds which Trustee determines to pay to him be subject to any levy, attachment, execution or sequestration in his hands, Trustee shall m~~ke no payments to him but shall apply such funds for his benefit without making payment to him. In the event a determination is made by any appropriate authority that the trust fiirids are liable to levy, attachment, execution or sequestration while in the hands of the beneficiary or the Trustee for obligations of the beneficiary, or on the death of KENNETH B. SCHMIDT, this Trust shall terminate and the remaining principal and any undistributed income: thereof shall be paid to the residuary beneficiaries under Item X hereof. Cecilia W. Proctor 2 C. The Fifty Thousand ($50,000.00) Dollars given to Trustee pursuant to this paragraph shall be reduced by the aniount the trust receives outside of my probate estate from any life insurance policy or annuity of which the trustee is the benefic:~ary. D: In the event ERIC S. PROCTOR fails to, resigns or is unable to serve as Tilistee, I appoint my son, GREGORY S. SCHMIDT, as Trustee/Successor Trustee, as the case maybe. The serving trustee may appoint his successor. ITEM X. I give and devise all of the rest, residue and remainder of my estate of every nature and wherever sihiate in equal shares, share and share ali}ce, unto my children, GREGORY S. SCHMIDT, DIANE J. SCHMIDT and ERIC S. PROCTOR, or the survivor(s) of them. ITEM XI. If any income or principal shall be payablE~ to any person who shall be under the age of twenty-one (21) or who shall be incapacitated for any reason, my personal representative, as trustee, or such person designated in writing by my personal representative as successor trustee, shall hold such income and principal for such beneficiary until the age of twenty-one (21) or during incapacity (whichever event occurs first) ~md shall be entitled to apply such income and principal to the health, maintenance, support and education of such person after considering other resources available to such person for those needs without the appointment of any guardian or committee or any authority of court, and shall be entitled to make direct application hereunder or to make application by payment thereof to the parent or other person in charge of such person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be paid and distributed to such person upon attaining the age of twenty-one (21) or upon the termination of incapacity. ITEM XII. I appoint my son, ERIC S. PROCTOR, Executor of this my Last Will and Testament. Should he fail to qualify or cease to act in such capacity, I then appoint my son, GREGORY S. SCHMIDT, Contingent Executor of this my Last Will and Testament. No bond shall be required by my personal representative in any jurisdiction. Cecilia W. Proctor ITEM XIII. In addition to the powers given by law to my personal representa- true(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of any trust(s) created herein, they shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution. A. To retain any property owned by me at my death and to invest any funds held by them in any stocks, bonds, notes or other securities or property, re~il or personal, including common. trust funds, mutual funds and money market deposit accounts operated or offered by my corporate trustee, if any, or any affiliate of it. B. To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate or the trust estate, for cash or upon credit; in such manner and on such terms as they see fit, and no one dealing with the fiduciaries shall be bound to see to the application of any monies paid. C. To manage, operate, repair, improve, mortgage or lease for any term [even if beyond the duration of the trust(s)] any real estate at any time held or owned by them as fiduciaries. D. To hold investments in the name of a nominee and exercise and dispose of warrants. E. To engage in litigation and compromise, arbitrate or abandon claims and property. F. To conduct any business in which I am engaged or in which I have an interest at the time of my death for such period as the fiduciaries deem advi~;able, with the power to borrow money and to pledge the assets of the business and to do all other acts which I, in my lifetime, could have done, or to delegate such powers to a partner, manager or employee without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given suc]1 items by law; to distribute in cash or kind or partly in each at valuations fixed by the fiduciaries. Cecilia W. Proctor 4 H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold its own stock if ~i corporate trustee. To join in any merger, reorganization, voting trust plan or other concerted action of~ security holders, and to delegate discretionary duties with respect thereto. J. Should the principal of any trust herein provided for be or become too small in trustee's opinion so as to make establishment or continuance of the trust inadvisable, my trustee(s) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons .and in the proportion they are then entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise have an interest as succeeding income beneficiary(ies) or in remainder shall cease. K. In general, to exercise all powers in the manageme;nt of the assets of my estate or the trust estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as the fiduciaries may deem best, and to execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary or proper to carry out the purposes of this will or any trust(s) created herein. L. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such person or persons as the fiduciaries select to disburse i~t, whose receipt shall be a complete acquittance therefore without the intervention of any guardian. M. To assume continuance of the status of any benei~iciary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of any ~~; ~v ~ ~ Cecilia W. Proctor fiduciaries. Provided, however, any beneficiary may assign any part or all of the beneficiary's interest in my estate or the trust(s) to any one or more of the beneficiaries or my descendants. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of ~~~~i->%~~ , 2007. r Cecilia W. Proctor The preceding instrument, consisting of this and five other pages, identified by the signature of the testatrix, was on the day and date thereof signed, published and declared by Cecilia W. Proctor, the testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other, subscribed our names as witnesses hereto. %/ jj ~ f '7 // C ~0 . ~ 321 rn~~~-~ ~~~ hc.{~, P/~ 6 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. I, CECILIA W. PROCTOR, testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do he;reby acknowledge that I signed and executed the instrument as my last Will, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Cecilia W. Proctor Sworn or affiimed~ acknowledged before me, by Cecilia W. Proctor, testatrix, this ~ day of /~ , 2007. CC)MMONWEAL7H OF PENNSYLVANIA NOTARIAL SEAL TAMARA S. HAIR, Notary Public Susquehanna Twp.. Dauphin County My Commission Expires August 26, 2008 N ry Pub is My Commission Expires: AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. We, I G C(~d- L - the witnesses whose names are signed to the atta ed or foregoing ins rument, being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the Will as witnesses; and that to the best of our knowledge the testatri as that time 18 or more years of age, of sound mind and under no constraint or u du i uenc . ~- GC ~~ ~~ Sworn to and subscribed before me this `7 day of ~~C/~/h , 2007. ~~ COMMONWEALTH OF PENNSYLVANIA NOta Public NOTARIAL SEAL TAMARA S. HAIR, Notary Public Susquehanna Twp.. Dauphin County My Coinmissi~~n Expires: My Commission Expires August 26, 2008 Pennsylvania DEPARTMENT OF REVENUE February 1, 2011 Benjamin J. Butler, Esq. 500 N. 3rd Street, 12~h Floor Harrisburg, PA 17101 Dear Attorney Butler, Pursuant to your request that a representative of the Pennsylvania Department of Revenue appears and inventories a safe deposit box in the name of Cecilia W. Proctor deceased; authorization is hereby given for you to access the safe deposit box without the presence of a representative of the Pennsylvania Department of Revenue. You are hereby authorized to access the safe deposit box on or after February 1, 2011. You should present this letter to PNC Bank as evidence of your authority pursuant to 72 P.S. § 9193. This authorization is made only to Attorney Benjamin J. Butler and ma.y not be delegated to any other person. In granting this authorization, Attorney Benjamin J. Butlf;r agrees to prepare and submit an inventory of all contents of any safe deposit box accessed and to submit said inventory on the form provided by the Pennsylvania Department of Revenue, to t:he Pennsylvania Department of Revenue within seven (7) days, from the access date, by mailing to: Pennsylvania Department of Revenue Harrisburg District Office Lobby, Strawberry Square Harrisburg, PA 17128-0101 (717) 783-1405 Very truly yours, Anthony Rovito Revenue Research Analy;~t Cc: PNC Bank 1104 Carlisle Road Camp Hill, Pa. 17011 .,._, ._ - _. ua_ m.._~__ ....... __ Department of Revenue I Strawberry Sq. Lobby I Harrisburg, PA 17128 1717.783.1405 I www.revenue.state.pa.us 48500041046 ~~~,_ REV-485 EX (1-07) SAFE DEPOSIT BOX INVENTORY PLEASE USE ORIGINAL FORM ONLY PA Department of Revenue County-Code Year File Number Social Securi or Death Certificate Number Date of Deathly ~ I Q O O ~G~ -3 O.. ~ ~ ~ gh ~ ~D ~-~ MI I Suffix First Name Decedent's Last Name ~.,~ : C E C I ~r ~ G __ ~_ ------------- ---_ --- - STATEt ZIP CODE: _ _ ------------~ 9~ ~ E. Tr,~t,~le, ~'3 nd aTY: meGh~n~'c~b~r9 0'A 17oS0 ',© ADDRESS OF DECEDENT STREET: NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSI i non NAME: ~en Min T CITY: STREE ESS: $"06 /V. 3 r a St, ~"L lZ NA//'~s t4~y EDENT OF PERSON(S) PRESENT AT THE BOX OPENING ZIP CODE: 1~/° NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DEC RELATIONSHIP: ~j' Or) / EX 2L~t "t}'dl a. NAME: E r i e s, r f 0 C."~t1r L fZoad cITY:HAr•r~sbu~ ST PA I STREET ADDRESS: I I S 6 P I KZ..7 D W h ! RELATIONSHIP: ~ ~~TIrr1 ~~ '~ b. NAME: "f Bu.l-If/- B~n~arnrn STAj~~ CITY: ), (/ ~ STREET ADDRESS: 5-00 N. 3 ~d ~"~' ~ F` l Z H 4rr'~3 b4 r~ RELATIONSHIP°. c. NAME: R ~ chard, ~/qn I .n 1 CITYutY~. STATE: STREET ADDRESS: ~ i 0 l C 4 f I -S IL Q1 d ^'~F ~am P M~"~ r~ P~ i NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED NAME' N C $ ()/1~C ZIP CODE: ZIP CODE: i~l~r ZIP C/ODE: / C1 ~ ~ p u ,Q CITY: STATE: ZIP CODE: STREET ADDRESS: ~~~ 7 GQrIi1 ~~ /' o~tol CQ/nF~ ~f !~ pA /7a!l DATE AND TIME OF LAST ENTRY / _ I I _ 0 R NAME OF PERSON MAKING LAST ENTRY C2 G,,t ~ W . Pr d c-Iol b 1 TITLE UNDER WHICH BOX IS RE fiE` D ~ DATE OF CONT ~C;~O RENT BOX NUMBER OF BOX t1~ C C 1 ~ 0~ ( 7 //J NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO. BOX b NAME: a. NAME: C°'eG jl A W , Pra c-bl - ~~ Raa~ STREET ADDRESS: STREET ADDRESS: LI 9o S- F , 'rr~ ~ _ 7 STATE: ZIP CODE: CITY: CITY: McLha,~rpzb~r PA (~°~ LL,,- NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY ~ ~ ~~Cr ~ Nlt/1 WAS A WILL IN THE BOX7 ^ YES NO If yes; a. Date of will: b. Name and address of personal repres ntative, if named in the will NAME: _ cITY: STREET ADDRESS: c. Name and address of attorney, if any NAME.: STREET ADDRESS: /" ~~ 48500041046 cITY: STATE: ZIP CODE: STATE: ZIP CODE: STATE: ZIP CODE: 48500041046 Page ~ of ' ~ ~ SAFE DEPOSIT BOX INVENTORY ..~ REV-485 EX t INSTRUCTIONS (1) Cash: Report total only. (2) Stocks:- List in detail every common or preferred certificate, warrant or other rights found in b_ox. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate. by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and.describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. (g) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ITEM NO. PO BOX 280601 H~gRISBURG, PA 17128-0601 ITEM DESCRIPTION P~ 3 y S 6 1 S 1.Ju~r rs)~.~- ~~ v S ~.f1c.S f ~p' ~ Q(W ' S~ J'au~'~r rop ~ w doh SIp~ - ~~ ~ - j ~,r~-ark ~~' ~- r 1`'^ W S `~ ~ -. ~ ~ o ~ , co ~.c ~~ ~~ (--~ 2ti ~ -~ 2 ~ ~~ 4 0 ~ C~ r -1i-I-I~. ~ 9 $~ C ivy ~ G I X, M+ s ~. P'~DU~ ~ F n 9 ~p-~1.Me~ 1 CERTIFY UNDER PENALTY OF PERJURY THAT T OVE RECORD IS PtKs CORRECT AND COMPLET~YQTHE BEST Oy KNOWLEDGE AND BELIEF. SAFE BOX c OF r~ ~ ~ PRINT NAME AND CHECK APP . TE BOX BELOW: PRINT NAME .. P('Q ..}b ~ PRINT TITLE /1 DATE CHECK APPROPRIATE BOX: A ,L.,,n~t~ L L ~"s~_ Executor(trfx) ^ Administretor(trix) J1 ~ a 7°' Z - 9'"~ 1 Estate Representative ~~ Jolnt owner of safe deposit box NOTE: Attach additional 8'/=" x 14" sheet(s) if necessary or use duplicates of this page of form. The Department is authorized by law, 42 U.S.C. §405 (c)(2)(C){), to require disclosure of Social Security numbers in connection with administering state tax laws. The Department uses the Social Security number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax information agreements with Federal and local taxing authorities. The state law rohibits the Commonwealth's personnel #rom disclosing confidential tax information except for official purposes. Jar ' 'J 1 v~y - l o,QoO 8'R y~r 1~~• HSY Historical Prices ~ The Hershey Company Common Stoc Stock -Yahoo! FinaYice Page 1 of 1 ' ~ Preview Mail w/ Toalbar Yahoo! Mail Hi, Benjamin Sign Out Help ~rch ,.~~~~~ M-. ,m.,~,,,. „ .x R~ .Web Search Dow ~- 0.30 % Nasdaq ~- 0.51 % NEW! HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES ..~ ---~ GET QUOTES ;=in~nce Search Fri, t:1ay 13. 2011, 10 12A(v1 EDT - t1.S. tlarkets close in 5 hrs 4S rains Hershey Co. (HSY) HSY ~ r~ ~Ct~J~t S7 Online Tradln Historical Prices Get Historical Prices for: GO Set Date Range real; Daily start Date: Dec 28 2010 Eg. Jan 1, zolo r.; Weekly End Date: Dec 28 2010 (~i Monthly `_; Dividends Only Get Prices First I Previous ~ Next I Last Prices Adj Date Open High Low Close Volume Close' Dec 28, 2010 47.81 47.81 47.26 47.38 484,800 47.06 Close price adjusted for dividends and splits. First ~ Previous ~ Next I Last "'~ Download to Spreadsheet Currency in USD. -y1.S3S~ At 9:56AM EDT:J7.$~J '' D.28 (O.A9%) „ :,y;;y!;t ~';~ X0'.1 Yahco! Inr. All rigl7fs reserved. Privacy Policy -About Our Ads - Terrns of Service - CopynyhtilP Policy -Send Feedback -Yahoo! News Network Quotes are: real-time for NASDAQ, Nl'SE. and Amex.See also delay times for other exchanges. All information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on informaiion contained herein. 6y accessing the Yahoo: site, yeu agree not to redistribute the information found therein. Real-Time continuous streaming quotes are available through our premium service. You may turn streaming quotes on or oft. Fundamental company data provided by Capital IQ. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI). International historical chart data. daily updates, fund summary, fund oerfonnance, dividend data and. Morningstar Index data provided by Morningstar, Inc. http://finance.vahoo.com/q/hp?s=HSY&a=11 &b=28&c=2010&d=11 &e=28&f===2010&g=d 5/13/2011 PRTJ Historical Prices ~ Prudential Financial, Inc. Comm Stock -Yahoo! Finance Page 1 of 1 • Preview Mail w/ Toolbar Yahool Mall Hi, Benjamrin~- Sign Out Help n= ~~ ~.~~3++~;., ~ I ~ a~ ~ ~ ~ ~ Search ~„~ti.M,~,_ ~,.~. ~ ,:.-~ a~ ~.~ ~~ ' .Web Search Dow ~ 0.29°o Nasdaq ~- 0.51 NEWT HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES I ~ GET QUOTES ;:-finance Search Fri, tvlay 13, 2011, iC 12AP.~i EDT - U.S. P;tarkets close in 5 hrs 48 mint= Prudential Financial, Inc. (PRU) TRADE FREEf°~AY~ rf y. ENTRflDE SCCVRITIES LLC Historical Prices Set Date Range Start Date: DeC 28 .2010 Eg. Jan 1, 2010 End Date: Dec 28 2010 Get Prices __ __ Prices Get Historical Prices ~, Daily (_', Weekly ;`;Monthly i ~ Dividends Only First ~ Previous ~ Next ~ Last Adj Date Open High Low Close Volume Close' Dec 28, 2010 59.76 60.00 59.41 59.46 2,418,000 59.46 Close. price adjusted for dividends and splits. First ~ Previous i Next ~ Last `Download to Spreadsheet Currency in USD. S °I .~ a 5 for: GO J !Ild 1~~~~1 .: '- ,~3 $Q '~~Mti~ 0'~~ Sold For. x,57. Sav~ a ~%r ~ Sold For. '~'~'.1.~#i Save: 91 °J~ '', ~" ~ } 'Sold For. '9.a3 Save: 92°~;D , ~,~ sold For: ai ~.~,,,,:.~ Save: 87% At 9:56AM EDT: 63.99 '~ 0.04 (0.05°l°) Cooyr,yl~d ^~; 20t 1 Yahoo! Inc. Alt rghts reserved. Privacy Policy -About Our Ads -Terms of Service - CopyrighVlP Policy -Send Feedback - Yah001 NEWS NetWOrk Cuotes ara real•tirge for NASDAQ, NYSE. and Amex.See also delay times for other exchanges. All information provided "as is" fnr informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any oT independent providers is liable for 2ny informational errors, incompleteness, or delays, or for any actions taken in reaiance on information contained herein. By accessing the Yahoe': site, you agree not to redistribute the information found therein. Real-Time continuous streaming quotes are available through our premium service. You may turn streaming quotes on or off. Fundamental company data provided by Capital IQ. Historical chart data and daily updates provided by Commodity Sys[ems, Inc. (CSI). International historical chart data, daily updates, fund summary, fund pertonnanre. dividend data and Mominystar Index data provided by btorningstar, Inc. http://finance.yahoo.com/q/hp?a=11 &b=28&c=2010&d=11 &e=28&f=2010&g==d&s=pru 5/13/2011 WFC Historical Prices ~ Wells Fargo & Company Common St Stock -Yahoo! Finance Page 1 of 1 ' Preview Mail w/ Toolbar Yahoo! Mail Hi, Benjamin Sign Out Flelp ~' ~ ~ ~ ~ ~ ~ ~ ~,.~„ Search x~.., ~~.~.~s, ~ ~,n~ ) ...Web Search pow °L 0.32 % Nasdaq ^~ 0.51 % NEW! HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES .. ~~ GET QUOTES finance Search Fri. May 13. 20t?, 10 13A6ri EDT - U S. t~?arkets close in 5 hrs ?' min.<. Wells Fargo & Company (WFC) E~ "T'FtAC7E' i']~€lJ. AN ACCCSUNT SCdff~,alt~' s7 ~?rtlrn~ Trade Historical Prices Set Date Range Start Date: DeC 28 End Date: DEC 28 __ . Prices 2010 Eg. Jan 1, 2010 2010 Get Prices Get Historical Prices for: ', GO ~~? Daily Weekly ~_i Monthly ;)Dividends Only First ~ Previous ~ Next ~ Last __ ___ , Adj Date Open High Low Close Volume Close' Dec 28, 2010 31.06 31.30 31.00 31.20 14,863,300 31.03 ' Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last '`, Download to Spreadsheet Currency in USD. _ 3 ) _ l At 9:57AM EDT: 2$.12 ~ D.11 (0.39%) Copyright ~~~ 20?? Yahoo! Inc. Ail rights reserved. Privacy Policy -About Our Ads -Terms of Service -Copyright/IP Policy -Send Feedback • Ya h00! NEWS NetWOrk Ouotes are real-time for NASDA.O, NYSE. and Amex.See also delay times for other exchanges. All information provided "as is" for informational purposes only, not intended for trading purposes or advice. hJeither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays: or Tor any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. Real-Time continuous streaming quotes are available through our premium service. You may turn streaming quotes on or off. Fundamental company data provided by Capital IO. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI). International historical chart data. daily updates, fund summary, fund performance, dividend data and t~9orninystar Index data provided by Morningstar, Inc. http://finance.yahoo.com/q/hp?a=11 &b=28&c=2010&d=11 &e=28&f=2010&g==d&s=wfc 5/13/2011 - T,*naFi~:.,%~.`:..~/*il .,¢'sr.:.~6NiY.''{MV~^-'~ ;.r: xh:.7.'~..1.~.:3(F. ' QO 3 L000040~: L 3 269 2468~~' 000 3 e310-- ;I *~ 3HIA-1, ES`.: E0275810. CC E-Ac . ~ .Prudential Annuities Services Page 1 of 3 P.O. Box 13467 Strate is Partners Select Philadelphia, PA 19176 Annuity Statement July O1, 2010 through September 30, 2010 Q Financial Professional: >01974 772057^ 001 092001 FRANKF~. CONTE CECILIA W. PROCTOR CAMBRIDGE INVESTMENT RESEARCH INC 1295 WARWICK RD 2009 MARKET ST CAMP HILL, PA 17011 CAMP HILL, PA 17011 ._ o ~ Winner of the rock-sol. id DALBARANNUI'Iy ® eco-smart1M ~ ~ • ' ' Service Award "' '~ 2006 through 2009 Enroll in e-delivery. Save paper, save time! `~•.. . Annuity #: E0275810 Type: Non Qualified Statement Date: 10/03/2010 Owner Name(s): Cecilia W. Proctor Issue Date: 02/25/2003 L1nn~iitant• Cecilia W. Proctor _ Annuity Date: 02/25/2020 Please refer to the "Contact Information" section of this statement, if you need any additional information on your contract. Please review your statement and contact us within 30 days if you find any information you believe to be inaccurate. Note that any living benefit or death benefit values you may have are shown in the '"Your Benefit Values" section of this statement. If you do not see a benefit that you selected, please contact us. Your Portfolio Your Annuity Activity Beginning Value Purchase Payments Withdrawals Contract Fee:: and Charges* Investment Performance Current Quarter. $63:65 00 ,00 .00 " $2.50 $66.15 $36:15 Year-to-Date $90.64 .00 .00 ($30.00) $5.51 $66.15 Since Issue .00 $33,137.47 ($36,636.00) ($970.84) $4,535.52 Ending Value Surrender Value $66.15 }Contract Fees and Chazges reflect certain fees and charges including, but not limited to Contingent Deferred Sales Chazge, transfer fees, annual maintenance fees, or other benefit fees or charges, if applicable or imposed durnzg the period covered by this statement as of the statement date. Portfolio Detail July 01, 2010 through September 30, 2010 VARIABLE INVESTMENTS Bond: Prudential High Yield Bond AST PIMCO Total Return Bond TOTAL INVESTMENT VALUE Agent ID # 67PBQZ OfTce # Z20\2 # of Units Unit Price Portfolio Value as of 9/30/2010 as of 9/30/2010 as of 9/30/2010 1.93571 11.32011 $21.91 4.12893 10.71439 $44.24 $66.15 01974 7720570 003948 007157 00001lOOD02 C G BUSER F~ SON 875 Market Street, Second Floor Lemoyne, PA 17043 (717) 972-1230 Diamond Mounting A Specialty Prompt Attention To Mail Orders July 17, 2011 Estate of: Cecilia Proctor C/O F;ric Proctor Lady's lOK rose gold diagonal ring containing one red garnet and glass doublet, one green garnet and glass doublet and two 2mm pearls. Both of the doublets measure approximately 3mm x S.Smm, the red stone is chipped. The ring weighs approximately 1.50 dwt. Total fair market value, approximately $75 Charles G Buser III G.G., I.S.A Manufacturing jewelers & Diamond Setters Appraisal TO WHOM IT MAY CONCERN: DP,TE ~uLy ~T ~~~ This is to Certify THAT WE ARE ENGAGED IN THE JEWELRY BUSINESS, Appraising Diamonds, Watches, Jewelry and Precious Stones of all descriptions and have been so engaged in said business for many years. We herewith certify that we have this day carefully examined the following listed and described articles. ADDRESS _ //S~ ~,~i~ETaG~/.q~ .aPl~ f/11~~ffN~/s ~ /!/l2 We estimate the value as listed for Insurance or other purpose at the current value, excluding Federal and other taxes. In making this Appraisal, we do NOT agree to purchase or replace the articles. J~q,_ /; FTt.,rGi2C-~ .QiH{~ /~ L~v~'`I' ~~k.I~t°.3~T fV~<L7'E frUtll r9lt~..P6ESIyLF .Q.7'~~v f.~,~ ~FTwzry opD dv,~~ ,frgP~o AC~u~a~.p.PZ.t~~'~%~7rsi Fv~~R ~'.Po9l~s TX~ ,4~un.~AR.zvD ~r~.~-sra.~U %1~..., x 9~,y, X95.9 PALF BL tl..='d'SH 4 R~= DN ~ ••~<' /,I,(/V 1s ['i,~AR AND A 8,7.s'!si/7 G ~/ T SJZ'~L . ~iY~ J»N~ 1'.S' ~~ ~~! uAL ZTy, Td~ yv~,z-tiyy (li j/YL ,ez'NG C~rni°LE?E .YJ' ~: 7 P~N.vy~v~.zdH> The foregoing Appraisal is made and accepted upon the express understanding that NO Liability or Responsibility is incurred by the Appraiser giving same. All stones have been evaluated and weights and measurements approximated in the mountiDng.~Replacement values. SIGNED ~'"~`-t Y~ `~'' 4~'7 C~~ L Please be advised that two of the rings brought in for appraisal by Eric Proctor for the estate were in fact costume and were in fact some type of plated base metal. They have no value of any kind. ,, .' ,_~ ~~~ .~ ~~, ~~. _. 4 - ~ i ll ~i 2017 Linglestown Road • Beaufort Plaza • Harrisburg, Pennsylvania 17110 • 717-540-9040 • FAX: 717-541-8028 8+ ~ y . Y ~ -. X C~- ~ O ',~~. . ~1n D• 3 ~ ~ ~.~o~:: p~ ~m .~ ~- ~ oom~?~> -s cn n - ~ cn cn ~ o ~ . ` O ~• D N. s ~ v ~ s j+ ~ O p ~ ,~ A. N , " s N• ¢~ v a (~ N c7 .. J. 1.. O C ~ ~ ~ *~:~ CQ rh ~ to * ~: -~ - ~ , ~ o o ; ` ~-, o u ~c~ . ; *f Lfl u .Gy.: D '' . ~ ~ '~ r,:: . , t 1 1 ~ ^ ~ .. J.. m ~~. 1 ~ • .~ 1 !"f ik r rf C4 ~ ru N ~ ~ r+ .: . ~ ~ r r- •<, ys :. r•, ~ ~ *;~ o ~, ~ ~., .- s; *' ~ ~~ . - iD ~~ r ,,; ~~' ,7 ~ * ~ a }< x y; ~ ~" ~ fi _ ^ f 0 ^ ~~ R v ;~... nW • 3 "» ~, c~ r ~ ~r , ~ n~ ~ 0 s I '~ • O s W f •:* ' :, ~ *3 . . W ,~Y a '~ a ~ Y W . ~ : rt *4 * ~ rte, x ~ ;~ ~ ,~ ^ ~,: k~ ~ ~ `~ 3 ~ * . ~ ~ - , K ` ~ N :: -~ * :' V ~ ~ o`; ~ . ~ . ~~ . ` . ,0? r~' ~ I~, N Cy N ' C}7 ~' ` o , [~l ;~; cnu • ;. 0 ~0~ ~I~d ~ •C m ~ n O -G 0 m ~ ~ •Z ~± O o ~ A , » ^ Z , r ~ z:. p .~ ui nrorn ~ ccon ~ (~'~ ~ ~~ vm o r = O D ~ r ~ ~ :0. nnm w ~ ~ CD : v~~ D ~ ^ ~ gnn m u n~ ~ ° "~ r p O ~ ~a n o ~ ~ .n ~ ~ w W N O' 'a ~ ~ N p C7 W ru r .!] fD S ^ ~ 7C v ` Z ~ C ~ O {/~ 10 .! ~ O C_ ~ c wn Vic. d c~ ;~ ~ m ~. d - ~n1. ~ i _ Z ~ ~ ~. I` ~ i ~ .: BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-06D1 REV-1565 E% ~FP INFORMATION NOTICE AND ~,rn `;~~T~~X~rAYER RESPONSE ~~~. , ! v -~~ ~ .. `.!1 1 ~. -- 7U~ ~ JUL. 25 l I~i IL- ~4 CLERK OF ORPHA(~I'S COURT CUMRERLA~ED CC . PA. ERIC S PROCTOR 1156 P.IKETOWN RD HARRISBURG PA 17112-9057 .,,. FILE N0. 21 11-0088 ACN 11123623 DATE 04-07-2011 EST. OF CECIL I,4 M PROCTOR SSN 193-30-1151 DATE OF DEATH 12-28-2010 COUNTY CUMBERLAND REMIT PAYMENT AND. FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS © CHECKING TRUST CERTIF. WACHOVIA BK NA provided the Department with the information below, wtlich has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a ioint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inharitanco Tax laws of the Comnorn+ealth of Pennsylvania. Please call C717) 787-8327 with gUestiens. - COMPLETE-PART 1 BELOW * SEA REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIONS Account No. 100D643208158 Date 01-02-1950 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 29,206.22 \ payable to "Register of Wills, Agent". Percent Taxable X 50.000 I1~~ NDTE: If tax payments are Wade within three Amount Subject to Tax $ 14,603.11 months of the decedent's date of death, deduct. a 5 percent discount on the tax due. lax Rate X ~~ ~ Dy Any Inheritance Tax due will become delinquent Potential TaX Due ~ ~-6:4a nine months after the date of death. PART TAXPAYER RESPONSE 0 A. ^ The above information and tax due is correct. Resit payment to the, Register of.,Wills with two copies of this notice to obtain CHECK a discount or avoid interest. or check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. C ONE BLOCK B. The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. The above informs ion is incorr~ect and/or debts and deductions were paid. Complete PART ~ and/or PART I° 1 below. PART If indicating a different tax rate, please state a relationship to decedent: TAX RETURN - COMPUTATION LINE 1. Date Established - 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 _ -.. _ 2 3 X 4 5 - - 6 '~ 7 X 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) 9 Unde penalties of eri r , I declare that the facts I have reported ;above are trued, co /rre~t a`nLd~~ comp to to the be t y kno a and belief . HOME C ) ~~ / `1' ` ~ WORK c ~ -oZo -!~ YtryN,TLVANIA lIVHtKl1ANl:t. IAX INFORMATION NOTICE • ~ _ AND BUREAU OF INDIVIDUAL TAXES ,~_, ,~_ ~ ~~ Po BOX 280601 `ji',. ~~ _•'~C~G~ AYER RESPONSE HARRISBURG PA 17128-0601 _ ~ ..^,~ ~1,~~~~ ~ (' ~rr i REV-1547 E% AFP Imis ~~~. `- CLERK OF ORPH:~!; S COURT ERIC S PROCTOR 1156 PIKETOWN RD HARRISBURG PA 17112-9057 DEBTS AND DEDUCTIONS CLAIMED TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. WACHOVIA BK N A provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, you were a ioint owner/beneficiary of this account. If you'ee! the infcrastior. is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call C717) 787-8327 with questions. _ - COMPLETE PART"i BEL:OW * SEE-REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No.. 1 0 1 0 08 0260257 Date 08-01-2003 To ensure proper credit to the account, two Established copies of this notice must accompany \ payment to the Register of Wills. Make check Account Balance $ 19,939.93 o payable to "Register of Wills, Agent". Percent Taxable X 50.000 `a~L NOTE: If tax payments are made within three Amount Subject to Tax $ 9,969.97 ~ months of the decedent's date. of death, deduct a 5 percent discount on the tax dua. Tax Rate X ~'r~ ' p ~ Any Inheritance Tax due will become delinquent Potential Tax Due $ ~ nine months after the data of death. PART TAXPAYER RESPONSE R '. ~ < .. A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 C K B. The above asset has been or will be reported and tax paid witFi the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. Tha above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. J _ ~_.. PART If indicating a different tax rate, please state relationship to decedent: TAY. RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE i. Date Established 1 2. Account Balance 2 '~ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due 8 $ PART DATE PAID PAYEE FILE N0. 21 11-0088 ACN 11123624 DATE 04-07-2011 EST. OF CECILIA M PROCTOR SSN 19:5-30-1151 DATE OF DEATH 12-28-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 DESCRIPTION TOTAL CEnter on Line 5 of Tax Computation) AMOUNT PAID s rrGer penaltie of a jury, I declare that the facts I have reported above are~jtrue, correct and omplete to th e f my n edge and belief . HOME C ~ I ~) r G ~ Z 3 ~ ' ~,- WORK C ) ~ '/~ Page 1 of 1 Benjamin J. Butler __ _._.......__.. _......_. ..................... _. ... _....__ ..._......_..__.. ..._........ . _......._. ......._. _. From: Eric Proctor [Eric.Proctor@ashbrokerage.comJ Sent: Wednesday, March 02, 2011 1:05 PM To: Benjamin J. Butler Subject: Gerber Life policies Hi Ben, Here are the cash value amounts of the 4 Gerber Life policies: 06641235: $933.70-for Cassondra 15510752: $176.05 for Collin 09645157: $326.76 for Collin 10609387: $489.87 for Abigail Thanks, Eric Proctor I Application Review Specialist Ash Brokerage 4000 Crums Mill Road, Suite 201, Harrisburg, PA 17112 Toll-free (800) 348-3610 ext. 4426 (Direct (717) 724-4426 Fax (260) 479-6088 ~ eric proctor ashbrokera~e.com www ashbrokerage.com ......._. _..... _......_........... . .....__.... ...._...._.... Confidentiality Notice. This email and any attachments may contain information that is privileged and confidential. It is inten a or use by the person to whom it is addressed. I(you are not the intended recipient, please delete the message and notify the sender. Thank yau. 9/28/2011 PLEASE NOTE THE FOLLOWING STATEMENT IS APPLICABLE TO THIS ESTATE When a tax is imposed upon a transfer of jointly owned property by rigYit of survivorship (see Schedule F') or a taxable inter vivos transfer (see Sh t the transferee has`actuallylpla d theowed to the transferee (Eric S. Proctor) only to the extent t deductible items and either the transferee was ntatrveis insuffi ent tou as b~ ctible t ms. subiect to administration by a personal rerre The transferee must show that the same debts are not also claimed by a~1 executor, administrator, or other personal representative handling the administration of the decedent's estate.