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1505610143 '~ REV-1500 Ex(Df to) ~~ OFFICIAL USE ONLY PA Department of Revenue pennsylvania counr.~ code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 11 0956 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201 18 2870 07 27 2011 07 28 1926 Decedent's Last Name Suffix Decedent's First Name MI BOHR BETTY E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M1~I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a, Future Interest Compromise ~ 5. Federal Estate Tax Retum Required death after 12-12.82) (date of 6 Decedent Died Testate ~ r] 7• ~ghadeGOMa of Trust a Living Trust ~ 8. Total Number of Safe Deposit Boxes py ) (Attach Copy of Will) 9. Litigation Proceeds Received ~ Cr 10. b~towceseni23i ~1 ndit,~dat~es~f death- ~ 11, Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number LAUREN E BOGAR 717 737 8761 ,...~ First line of address ONE WEST MAIN STREET Second line of address City or Post Office State ZIP Code SHIREMANSTOWN PA 17011 Correspondent's a-mail address: Ibogar@bogarlaW.com REGISTER OF=W~S USE QN~LY _~~_, -~ ' ~ ~__ ,_..:,.j _,.. - - -:~ ., a - . _ .1 s DATE~FILED -~-~ ~. .v -, ~ ~: "~ _ ; 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 correct and complete. Dec ration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. Z~ ~o~ nr oooc cconnic~oi cno oN iMn ocTr iou DATE / . Jerry J. Sechrist ' 2820 Rosegarden Blvd Mechanicsburg PA 17050 SIGNA E OF PREPARER OTHER THAN REPRESENTATIVE D TE ~~-- Lauren E. Bogar 1a' / ~~ ~// One West Main Street, Camp Hill, PA 17011 Side 1 1505610143 1505610143 REV-1500 EX Decedent's Name: BOhr, Betty E. Decedent's Social Security Number 201 18 2870 RECAPITULATION 1. Real E=state (Schedule A) ....................................................................................... 2. Stocks and Bonds (Schedule B) ............................................................................. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 7. Inter-Vivos Transfers & Miscellaneous t~nn; Probate Property (Schedule G) u Separate Billing Requested............ 8. Total Gross Assets (total Lines 1-7) ..................................................................... 1. 2. 3,307.41 3. 4. 5. 20,951.51 s. 74,464.34 7. 20,733.79 a. 119,457.05 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. (a)(1.2) X .00 16. Amount of Line 14 taxable 111 , 0 4 8 , 0 9 16. at lineal rate X .045 17. Amount of Line 14 taxable 0 . 0 0 17. at sibling rate X .12 18. Amount of Line 14 taxable 0 . 0 0 18. at collateral rate X .15 19. Tax Due .................................................................................................................. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505610243 8,408.96 8,408.96 111,048.09 111,048.09 0.00 4,997.16 0.00 0.00 4,997.16 Side 2 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0956 DECEDENT'S NAME Bohr, Beifiy E. STREET ADDRESS 4 Wayne Circle CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 4,641.66 249.86 (1) Total Credits (A + B) (2) 3. Interest (3) ~, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 4,997.16 4,891.52 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 105.64 Make Check Pa able to: REGISTER OF WILLS AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: d Yes ^ No ^x :............................................................................... a. retain the use or income of the property transferre i it f d ^ x ncome :.................................. erre or s b. retain the right to designate who shall use the property trans c. retain a reversionary interest; or ............................................................................................................... x d. receive the promise for life of either payments, benefits or care? ............................................................ x If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ x ^ receiving adequate consideration? .................................................................................................................... Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^x ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ^x ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE 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 is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 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)]. . 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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1503F-X+(8-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bohr, Betty E. __ 21-11-0956 Ail property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 79 shares of MetLife Stock 39.59 3,127.61 2 U.S. Savings Bonds -Three (3) Series EE Bonds. Value per 179.80 attached bond calculator. TOTAL (Also enter on Line 2, Recapitulation) 3,307.41 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) MET Historical Prices ~ MetLife, Inc. Common Stock Stock -Yahoo! Finance Yage 1 of 1 ~UPgradetoSaferlE9 RAail My Y! '.: Yahoo! New User? Register ~ Sign In - Help _- - f Search _ Search Web i~ Dow # 2.47% Nasdaq 'f 3.04 NEW! NOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES -r~ GET QUOTES Finance Search Wed, Sep 7, 2011, 4:34PM EDT - U.S. Markets closed MetLife, Inc. (MET) A14:01PM EDT: S"I.4~ ? 1.90 (6.44%) f _~~` MET Historical Prices _ __. _ _ -- _._ __ _ - - GetHlstorlcalPricesfor!._-_ _. _.__ ~'~ Set Date Range: ~ Daily Start Date: JUI ~ '27 '.:2011 '' Eg. Jan 1, 2010 ~ tNeekly End Date: Jul !27 "2011 ..._ ~ ~ Monthly _ __ ,___~ .. ! ~ Dividends Only ~,et F'rir_;s~ First ~ Previous ~ Next ~ Last Prices Adj Date Open High Low Close Volume Close' Jul 27, 2011 40.80 40.92 39.51 39.59 8,722,300 39.59 ' Close pdce adjusted for dividends and splits. First ~ Previous ~ Next ~ Last (Download tc Spreadsheet Currency in USD. Date of Death Value 79 Shares x $39.59 pier sharE _ $3,127.61 Copyright &~ 201'1 Yatxro! Inc. All rights reservod. Privacy Policy- About Our Ads -Terms of Service - CopyrighUlP Policy -Send Feedback- YaIl00! News Network quotes delayed, except where indipted otherwise. Delay times are 15 mins for NASDAQ, NYSE and Amex. See also delay times for other exchanges. Quotes and other information supplied by independent providers identified on the Yahoo! Finance partner page.Quotes aro updated auhrmaUcally, but will be fumed off after 25 minutes of Inactivity. Quotes ere delayed at least 15 minutes. A!I infonnatbn provided "as is" for informational purposes only, rot intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational ennrs, incompleteness, or delays, or for any adans taken in reliance on informaWn contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. Fundamental mmpany data provided by Capital 10. Histodcal chart data and daily updates provided by Commodity Systems. Inc. (CSI). Intematbnal historical rhan data, dally updates, fund summary, fund performance, di~ddend data and Morningstar Index data provided by Nbmingstar, inc. http://finarjtce.yahoo.com/q/hp?s=MET&a=06&b=27&c=2011&d=06&e=27&f=2011&g=d 9/7/2011 - s - - - i • • :;ETTY E BOHR InVeSt01' IQ 8066 6642.2059 Account Market Value 2010 Divi dend Summary. Current Stock Price as of Total Market V lue Record Date Total Trust interests Dividend per Tru:K Interest Distribution tt/09/2ot0 a $40.530 $3,201.87 11/09/2010 79.0000 $0.74. $58.46 r Y i The aggreg:ate amount paid to all Trust Beneficiaries in this distribution Payable Date Tax Withheld Net Distribution ea or Pr Distribution is $165,579,185.12. 12/14/2010' $0.00 $58.46 $58.46 For inquirit=„s about your account, you may visit www.bnymellon.com/shareowner/equityaccess, or call 1-800-649-3593. Tn~t f3erteficiary Information You may_purchase or sell shares of MetLife. fnc-commortstockthrough- the MetLrfe Policyholder Trust (the `Trust"), free of arty commissions or other fees, under the MetLife Purchase and Sale Program, as amended. A copy of the brochure describing the program is availabla on the Internet at www.metlife.com by selecting Investor Relations and then the Shareholder Services Information page, or by calling the number listed above. You are permitted to transfer your Trust Interests only in the circumstances described in the brochure, You may also instruct that all (but not less than all) of your shares of Metlife, Inc. common stock held by the Trust be wfthdrawrt from the Trust. Information regarding your withdrawal rights may be found in the Purchase and Sale Brochure or by callino the number listed above. An annual shareholders' meeting to elect members of the Board of Directors-of-MetLife 1no. and-for-the----transaction--af_oiher...business-is __ __ expected. to be held ort April 26, 2011. The deadline for submitting shareholder proposals for.consideration at this meeting is November 23, 2010. A copy of MetLife, Inc.'s annual report and proxy statement will be available free of charge on or before March 3t, 2011, along with other MetLife. Inc. and Trust filings under federal securities laws, (i) on the Internet at yrww.Metlrfe.com by selecting About MetLife, Corporate Governance, under Related links, (ii) by writing to Metlife, Inc., c/o BNY Mellon shareowner Services, PO Box 358447, Pittsburgh, PA 15252-8447 or (iii) by calling the number listed above: These and other SEC filings by MetLife and the Trust are also available on the Internet at www.sec.gov. FORM 1099-DIV. U.S. TAX INfORMATION FOR 2010 OMB NO.1545-0110 DIVIDENDS/DISTRIBU710NS COPY B FOR RECIPIENT RECIPIENT'S TOTAL ORDINARY INCOME TAX WITHHELD IDENTIFICATION NUMBER DIVIDENDS _ QUALIRED DIVIDENDS FE~~- BOX 1A ~ BOX 16 BOX 4 $58.46 $58.46 50.00 _ 201-1 &2870 Haut=o~C CCh~R AI inFNTIRCATION NUMBER BNY MELLON SHAREOVVNER SERVICES AS 51-6516987 I CUSTODIAN OF THE METLIFE POLICYHOLDER TRUST SECURITY DESCRIPTION TO WHOM PAID TRUST INTERESTS BETH E BOHR 4 WAYNE CIR REPORTED BY THE BANK OF NEW YORK CAMP HILL PA 1701.1-6660 MELLON 480 WASHINGTON BOULEVARD JERSEY CITY, NJ 07310 IMPORTANT 20'f 0 TAX INFORMATION FOR INFORMATION REGARDING THE ABOVE, CALL 1-80!}643`• This is important tax Information and fs being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. Box to -Shows total ordinary dividends that are taxable. Include this amount on line 9a of Form 1040 or 1040A. Also, report it on Schedule B (Form 1040) or Schedule 1 (Form 1040A), if required. The amount shown may be dividends a corporation paid directly to you as a parti- cipant (or beneficiary of a participant) in an employee stock ownership plan (ESOP). Report it as a dividend on your Form 1040/1040A, but treat it as a plan distribution, not as investment income for any other purpose. Box 4 -Shows backup withholding. For example, a payer must backup withhold on certain pay- ments at a 28 % rate if you did not give your taxpayer identification number to the payer. See form W-9, Request for Taxpayer Identification Number and Certification, for information on backup withholding. Include this amount on your income tax return as tax withheld. Nominees. If this form includes amounts belonging to another person, you are considered a nominee redpient. You must file Form 1099-DIV with the IRS for each of the other owners to show their share of the income, and you must furnish a Form 1099-DIV to each. A husband or wife is not required to file a nominee return to show amounts owned by the other. See the 2010 General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G. Box 1 B -Shows the portion of the amount in box 1 A that may be eligible for the 15 % or zero capital gains rates. See the Form 1040/1040A instructions for how to determine this amount. Report the eligible amount on line 9b, Form 1040 or 1040A. M6>Elure Rlease Note: tmpolrtant 2Q10 Tax information. f ~ ., 4pi a Y~+3C~'I`~4F'fle~w`,~~7IG~rt,~Y'g~: ~~ J x'- ~ ~ ~ ~~a~o HILL. - ~R 1?01~. ~~~ D C ; °~,a,N~ sT~,P~ '; ~.` ~~~, , ~-i7 ~~.1-'?~~~ X97-~ - "~ ~* ~ ~-'~ ~ ? 1 E i:0000900D?~:03 ~ 60_48 L,_76'?S9?~~° I : - - -:._-_.- __T. .:.- ~ - - _ xmaa,~~.p~b6AAtk~4kN9N~ftbcOr{rcvNXAXUW rcI'Y~8,4.n~d'CG~ nk~ _~ ~ ~ 11 _C ~+~~.~ ~ ,. ` ~?~ 10=1 ~;.. ~\ 4 ~rH .1 J,..~~~~~~~q ~g p1:Y S'>.~(~iF '~ .r{~~ ~ .R~1~4~1LLMI7112.'1...~T1 ' INTEREST CEASES 30.YCARS FRGM ISSUE GATE ~~~•' `~' -' ~~i~ ~'.~'i ~L25~~ I ~ ~J ~ ~ "~ _ ~~ _ - ~ ~~, 7~~ B D N ~ i~ ~T T Y ~ 41AY~i~ ~i~ f i~ 3 ~~' L ~ ~ _ ~;r., ' 1-I~~` ~uT`L~~ ISSUING AGENTS ~_ ~ ~ ~ ~ ~ -~ ~ ~ CA~rP ~-1IL~.. ji~~ ~ - a i JU t~~ ~'~~f~ *e ~~~ V~~~~ 1 ~t'1 _ t, L49b055911EE ,,- .w. ,~__ _ _ ~~~ _- _ ~ - :_ x ~ . ..Slmwry/7h 1 ~ i:00D09000 7~0 3 ~ 0049;:60.3.5 9 ~ Lu' Yagetozi Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 07/2011 Total Value Total Interest YTD Interest Total Price 104.80 $2.96 75.00 179.80 ~ -Bonds: i,-3 of 3_ - - . _.. Issue Next Final Issue 11~C' ~" value N Interest Rate Seriall # Series Denom Date Accrual Maturity Price L528030952EE___EE ^_ __ ~5006/199Sr12/2011 _06/2025_;_,$25:00 _,._19.34: _1;67% $44.34;__ L496035911EE ___EE .v-._ .~5Qi06/1992 12/2011 06/2022, X25 00 X42 06 4 00% X67 06 .__ L481767'S97EE, EE _ __.__._ $5Q 10/1991 10/2011 y_10f 2021-x__$25.00 _-_ $43_40 -w_4__00%,_ _-~68 40;._ totals for 3 Bonds $75.00: $104.80 ~ $179.80 Notes _ NI _° Not Issued ---- ~NE ~ Not,- eli~ib_le for:~payment_-_____._ ,____ _-~..-..__._...__ __________ _____ dudes 3_ month interest-_penalty ____, _,. _,. P5 ;Inc _._____ MA Mai ured and not earnin interest 10/19/2011 httrr //www.treasurvdrect. govB C/SB CPrice Rev-1508 r_x+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERn'ANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Bohr, Betty E. 21-11-0956 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Sovereign Bank Certificate of Deposit -Account No. 0575544085. Date of death balance 3,040.49 $3,038.86; accrued interest $1.63. 2 Sovereign Bank Certificate of Deposit -Account No. 0575545975. Date of death balance 5,132.47 $5,127.59; accrued interest $4.88. 3 Sovereign Bank Certificate of Deposit -Account No. 0575545983. Date of death balance 2,022.47 $2,020.55; accrued interest $1.92. 4 Teamsters -Pension payment 376.00 5 U.S. Treasury -Social Security Payment 1,155.00 6 Buick Century - VIN# 2G4WS52J521227193. Sold at private sale. 3,500.00 7 Personal Property -Sold at auction 5,363.00 8 AAA -Refund 43.75 9 AARP -Health insurance premium refund 180.50 10 HARP -Refund 16.00 11 Comcast -Refund 26.48 12 CTR Alarm Systems -Refund 50.00 13 The Patriot News -Refund 20.90 14 Verizon -Refund 24.45 TOTAL (Also enter on Line 5, Recapitulation) I 20,951.51 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) ~overeigri Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Box 841UU5 - tsoston, N~ uLLay September 22, 2011 Lauren E. Bogar _ James D- Bogar; AtEorney at Law One West Main Street Shiremanstown, PA 17011 RE=: Estate of Betty E. Bohr Date of Death: 07/27/2011 DE~ar Sir or Madam: PE:r your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Vlery truly yours, Donna M. Long Lead Specialist Phone: 617-514-5 Fax: 617-533-193' Sovereign Bank ESTATE OF Betty E. Bohr SOCIAL, SECURITY #: 201-18-2870 DATE OF DEATH: July 27, 2011 Account #: 0574179623 Type: Money Market Open date: 6/9/2010 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: $3,929.41 Int (YTD) from 1/1/2011 to 7/21/2011 $4.24 Accrued interest to date of death: $0.12 Other Info Account Closed 09/12/2011 Account #: 0574405270 Type: Statement Savings Open date: 6/9/2010 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: $418.61 Int.(YTD) from 1/1/2011 to Accrued interest to date of death: Other Info: 7/21/2011 $0.30 $0.00 Account Closed 08/11/2011 Account #: 1051166217 Type: Checking Open date: 6/9/201.0 In the name of: Betty E. Bohr or Jerry J. Sechrist Date; of Death Baalance: $7,046.63 Int.(YTD) from 1/1/2011 to Accrued interest to date of death: 7/21/2011 $0.17 $0.00 Other Info: Account Closed 09/12/2011 Account #: 0575544077 Type: Time Deposit Open date: 4/2/2009 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: $1,035.52 Int.(YTD) from 1/1/2011 to 6/30/2011 $3.98 Accrued interest to date of death: $0.56 other Info: Account Closed 09/12/2011 Account #: 0575544085 Type: Time Deposit Open date: 4/2/2009 In the name of: Betty E. Bohr Date of Death Balance: $3,038.86 Int.(YTD) from 1/1/2011 to Accrued interest to date of death: 6/30/2011 $1.63 $7.32 Other Info: Account Closed 09/12/2011 Page 1 of 3 Sovereign Bank ESTATE; OF SOCIAL SECURITY #: Betty E. Bohr 201-18-2870 DATE OF DEATH: July 27, 2011 Account #: 0575545876 Type: Time Deposit Open date: 7/22/2010 In the name of: Betty E. Bohr Date of Death Balance: Closed prior to death Int.(YTD) from to • _ Accrued interest to date of death: Other Info: Account Closed 07/25/2011 $1,012.50 Account #: 0575546304 Type: Time Deposit Open date: 1/5/2011 In the name of: Beth E. Bohr or Jerry J. Sechrist DatE; of Death Balance: $2,011.99 Int.(YTD) from 1/1/2011 to 6/30/2011 $11.99 Accrued interest to date of death: $1.91 Other Info: Account Closed 09/12/2011 Account #: 0575545892 Type: Time Deposit Open date: 8/9/2010 In the name of: Betty E. Bohr or Jerry J. Sechrist Date; of Death Balance: $4,044.70 Int.(YTD) from 1/1/2011 to 6/30/2011 $24.79 Accrued interest to date of death: $3.85 Other Info: Account Closed 08/11/2011 Account #: 0575545975 In the name of: Betty E. Bohr Type: Time Deposit Open date: 9/2/2010 Date; of Death Balance: $5,127.59 Int.(YTD) from 1/1/2011 to 6/30/2011 $31.43 Accrued interest to date of death: $4.88 Other Info: Account Closed 09/12/2011 Account #: 0575545983 Type: Time Deposit Open date: 9/2/2010 In the name of: Betty E. Bohr Date of Death Baalance: $2,020.55 Int.(YTD) from 1/1/2011 to 6/30/2011 $12.39 Accrued interest to date of death: $1.92 Other Info: Account Closed 09/12/2011 Page 2 of 3 Sovereign Bank ESTATE; OF SOCIAL SECURITY #: DATE OF DEATH: Betty E. Bohr 201-18-2870 July 27, 2011 Account #: 0571132987 Type: Checking Open date:.. 5/7/1998 _ _____ -- In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: Closed prior to death Int.(YTD) from to Accrued interest to date of death: Otherlnfo: Account Closed 06/09/2010 $3,971.90 transferred to checking#1051166217 Account #: 0574113999 Type: Statement Savings Open date: 2/22/1994 In the name of: Beaty E Bohr or Jerry J. Sechrist Date of Death Balance: Closed prior to death Int.(YTD) from to _ Accrued interest to date of death: Other info: Account Closed 06/09/2010 $4,295.96 transferred to savings#0574405270 Account #: 0574178643 Type: Money Market Open date: 4/2/2009 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: Closed prior to death Int.I;I'TD) from to _ Accrued interest to date of death: Othesr Info: 4 ccn„nt (`.tnsed 06/09/2010 $4,362.78 transferred to MM:A #0574179623 Page 3 of 3 ~~ ~` rt .l"'~ull ~.~~-' .~u ~fl~~~~ ~.~~, v ..~..~ (RH 79L} ~ l 2505 Ritner Highway • Carlisle, PA 1707.5 ill Rowe (AU 1538L) 249-1978 215-1044 574-1008 Dave Rowe (AU 2295L) Auction Is Action Call "Rowe" For Satisfa+~tion S LERS ~~~ U ~ DRES~ OTHER AUCTION DATE/LOCATION DATE l~ PHONE ~77` ~~LU AUCTIONEER % ~S Cam' CLERK % DESCRIPTION OF MERCHANDISE I Commis' t Auctioneers to sell the r to be sold s i . $c grouped as n sary to tative of he erc disc, go and or p from all mbranZ~ . ee to acce title to purchaser. I ee hoi this a ent. SI .dice to the highest bidder by Public Auction. Merchandise bids. I certify that I am the owner or authorized represen- y~~ve good title and the right to sell and that they are free sibility for providing merchantable title and for delivery of Auctioneers against any claims o€ the tore referred to in .,,__ SEL SIGNATURE _ ___- Total Sales (Clerking Tickets Attached) $ .S 3 C~ ~ Less Sale ]Expense: o ~_ ?~`~"= % Commission Auctioneer $ ~ ~ ~ ~ __-- Commission Clerks $ +u s' OTHER: t ~.,~-L•~w- J-~r~'z-- ~ c~ '"~-' ..-. TOTAL SALE EXPENSE DEDUCTED $ ~ ~ I ~ `- SELLERS NET $ .~~~ ~'~~~yt,4,s; ~JCL~,tf ~~wt4.'~~_~~c~.w-n5', l~Gf c~+.c...ir'~~ `yLtJ't ~'Jccl~~kw, .3..cr,~~i ` ~I1 '~~ _ _ _ i Rev-1509 FJt+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Bohr, Be E. 21-11-0956 tf an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. A. Jerry J. Sechrist B. C. 2820 Rosegarden Blvd. Daughter Mechanicsburg, PA 17050 Y OWNED PROPERTY• JOINTL ITEM NUMBER LETTER FOR JOIN TENANT - DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH DECE ENT'S NTEREST 1 A > 1 yr. prio PA Central Credit Union -Share Account No. 1,957.41 50.000% 978.71 to death 81196-017. Date of death balance $1,957.41. 2 A > 1 yr. prio PA Central Credit Union -Money Market 4,914.47 50.000% 2,457.24 to death Account No. 81196-097. Date of death balance $4.914.47. 3 A 10/30/1998 Real Estate -All that certain piece or parcel 127,900.00 50.000% 63,950.00 of land being known and numbered as 4 Wayne Circle, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania 17011. This properly was made joint with the Decedent's daughter, Jerry J. Sechrist, by deed dated October 26, 1998, and recorded October 30, 1998, in the Cumberland County Recorder of Deeds Office in Deed Book 188, Page 178. A copy of said deed is attached hereto. The county assessed value of this property is $127,900.00. A copy of the Cumberland County Tax Assessment Database for this property is attached hereto. 4 ,A 04/02/2009 Sovereign Bank Certificate of Deposit - 1,036.08 50.000% 518.04 Account No. 0575544077. Date of death balant;e $1,035.52; accrued interest $0.58. Total of Continuation Schedule ee attached page TOTAL (Also enter on Line 6, Recapitulation) I 74,464.34 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT Rev-1509 EX+I6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT continued ESTATE OF Bohr E LE NUMBER 21-11-0956 If an asset was rnade joint within one year of the decedent's date of death, it must be reported on schedule G. ED PROPERTY JOINTLY ITEM NUMBER OWN LErrER FOR JOIN TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. ATE OF GEATH VALUE OF ASSE o /° OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 5 A 06/09/2040 Sovereign Bank Checking -Account No. 7,046.63 50.000% 3,523.32 1051166217. Date of death balance $7,046.63; accrued interest $0.00 6 A 06/09/2010 Sovereign Bank Money Market Account - 3,929.53 50.000% 1,964.77 Account No. 0574179623. Date if death balance $3,929.41; accrued interest $0.12. 7 A 06/09/2010 Sovereign Bank Statement Savings -Account 418.61 50.000% 209.31 No. 0574405270. Date of death balance $418.61; accrued interest $0.00 8 A 03111119!99 Wells Fargo Advisors Money Market Account 1,725.90 50.000% 862.95 - Date of death value $1,725.90. TOTAL (Also enter on Line 6, Recapitulation) I 74,464.34 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) ~, IS YO(/ 959 East Park Drive 5137 Jonestown Road GpP- R p~ Harrisburg, Pa 17111 Harrisburg, PA 17112 G OJT S~ 25 West Main Street 1220 East Main Street PA Central Shiremanstown, PA 17011 Palmyra, PA 17078 .+.....~-FEDERAL CREDIT UNION www.pacentralfcu.com 800-356-3875 FAX 717-564-1503 September 16, 2011 Lauren Bogar One West Main Street Shi~,remanstown, PA 17011 RE;: Betty E. Bohr, Deceased Social Security Number: * * *-* *-2870 Date of Death: 07/27/2011 Dear Ms. Bogar: Betty E. Bohr had the following joint owner accounts with PA Central Federal Credit Union: Account title: Betty $ohr,&/.or:Jerry J. Sechrist Aceotult# 811,96-017, share account, established on 04/28/1950. Date of death balance: $1957.41 No change in title within one year prior to death. Account #81196-097, money market account Date of death balance: $4914.47 No interest accrued to date of death on these accounts. No change in title within one year prior to death. Betty did not have a safe deposit box. If you:need :any further information or have any questions, please do not hesitate to contact me at 1-80Q-356-387,:5, extensipn 123. . Sincerely, /~ .~ ~ . . RobinHae len ... _ ..- ... ., Member Prcd~cts. Representative; _. ,~ ~y ~~ 1~y-~` Tax Parcel Na. 13-24-0797-138 THIS DEED, MADE THE ~~ day of ~~~`'' in the year one thousand nine hundred ninety-eight (1998) BETWEEN BETTY E. BOHR, single person, of Camp Hill, Pennsylvania, Grantor, and BETTY E. BOHR and JERRY J. SECHRIST, as joint tenants with the right of survivorship and not as tenants in common, of Camp ~Hill.,'Pennsylvana, •.: Grantees: yyl'r1VESSETH, that in consideration of One and No/100 Dollars ($1.00), in hand paid, the receipt whereof is hereby acknowl- edged, the said Grantor does hereby grant and convey to the said Grantees, their and assigns: ALL 'THAT CERTAIN piece or parcel of land, with the buildings and improvements thereon erected, being known as Lot No. 138 on Plan of Lots laid aut for Allen Park Development Corporation, called "Cumberland Park" as recorded-in Plan Book 4, Page 86, Cumberland County Records, situate on the northwesterly side of Wayne Circle (formerly Avenue "M") Cumberland Park, Lower A11en Township, Cumberland County, Pennsylvania, bounded and described as fol- lows, to wit: BEGINNING at a point on the northwesterly side of Wayne Circle (formerly Avenue "M"), (fifty and_zero one-hundredths (50.00) feet wide) at the arc distance of sixteen and seventy-one one- hundredths (16.71) feet measured northeastwardly along a line curving to the right having a radius of forty-fi.ve and zero one- hundredths (45.,00) feet from a point of reverse curve on the, said side. of Wayne Circle (formerly Avenue "M"): •,: said point of ;reverse curve being ~t the arc distance of seventy-one and eighty-seven one-hundredths (71.87) feet measured northeastwardly along a line curving to tMe left having a radius of ninety-one and fifty-one one-hundredths (91.51) feet from a point L~ ~u~e~,on si~d side of ~~` 1 ~ o P~9~~- 1 ~ ~ Wayne Circle (formerly Avenue "M"), said point of curve being at a distance of one hundred thirteen and forty-six one-hundredths (113.46) feet measured North 63 degrees 33 minutes 30 seconds East. from the intersection of the said side of Wayne Circle (formerly Avenue "M") with the northeasterly side of Wayne Road (formerly Avenue "L") (fifty and zero one-hundredths (50.00) feet wide) (both lines produced); thence from the point of beginning along Lot No. 137 North 15 degrees 36 minutes 30 seconds West, one hundred nineteen and sixty-six one-hundredths (119.66) feet to a~ point; thence along the rear of Lots Nos. 129 and 128 North 71 degrees 53 minutes 30 seconds East, eighty and zero one- g-- ---_ __hunch-edths _(.8A-_--00)__.f~et---to--a---point=__thence --alon Lot--No-.-__13 ____.___ Sout:h 03 degrees 59 minutes. 30 seconds West, one hundred twenty- four and twenty-seven one=hundredths (124.27) feet to a point on the northwesterly side of Wayne Circle (formerly Avenue "M"); thence along the same in a southwesterly direction along a line curving to the left having a radius of forty-five and zero one- hunc~redths (45.00) feet the arc distance of forty and zero one- hunc~redths (40.00) feet to the first mentioned point and place of BEG]CNNING . HAV7CNG ERECTED THEREON a dwelling house being known and numbered as ~6 Wayne Circle, Camp Hi11, Pennsylvania. BEING the same premises which Allen Park Development Corporation, a PE~nnsylvania Corporation, by deed dated August 15, 1950 and recorded in the Cumberland County Recorder of Deeds Office in Deeci Book "M", Volume 14, Page 218, granted and conveyed unto John Hornish Bohr and Betty E. Bohr, husband and wife. The said Johan Hornish Bohr died July 10, 1985 whereupon full and complete title to the within described property became vested solely in Bettty E. Bohr, surviving spouse, the Grantor herein. UNDER AND SUBJECT, NEVERTHELESS, to said reservations and re-. str:ictions as contained in prior deeds. This is a transfer from parent to parent and child, Jerry E. Sechrist being the daughter of Betty E: Bohr, and is, trrerefo~e, exempt from the payment of realty transfer taxes. AND'the said Grantor hereby covenants and agrees that she will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal the day and year first above written. Signed, Sealed and Deaivered in the Presence of G (%~i v (SEAL) BETTY BOHR BUOK ~,~~ P„GE' ~,~F~ COMMONWEALTH OF PENNSYLVANIA, . SS. COUNTY OF CUMBERLAND On this, the~~~ day of ~~~'"~ 1998, before me, the undersigned officer, personally appeared BETTY E. BOHR, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. ___ __ ___-IN_ _WZTNESS-WHEREOF-,- I__he-reunto-_set-_my ha-nd--and---0ffcial-- __ -- _-_-_ seal. s'? e .~~,~..~;.,~~}`'.~aR'.'~,3„~a~` Notary Public' (/ .Y«~ My Commission Expires: ~.~~~ ~ " ' ~,*4 ~x Natariat Seai `'~ '~ * "°~ Lisa A. Kishbaugh, Nottaarryy Public East Pennssr~ro Twp. Cumb~rfand County ~ } ~ ~.x '"~, ~ +. ° +~ }~~~ , My Commission Expires April 6, 19°x: ,;, , ' ~. .. .... I do hereby certify that the precise residence and complete post: office address of the within named grantees is 4 Wayne Circae, Camp Hill, Pennsylvania. ca .~, _~ ~ rrr :L ~,,,,f~,,D~ 1998 '~' ' Jam s D. Bog , Esquire ~? ~ ~-•, -+ Attorney/Age t for Grantees (N. T . S ~ ~ ~-~ ; ~ ~ '~ c ~; c, --j r,-, COMMONWEALTH OF PENNSYLVANIA S S . ~,:, COUTfTY OF CUMBERLAND RECORDED on this 3~ day of ~_ - 1998, in t:he Recorder's Office of the said County, In Deed Book Page ~~ - Given under my hand and the seal of the said office, the datE~ above written. ~ ~~~~_ ~. ,~, ty ~~~ `s~~L. /~ ,,,~ Recorder. ,3181 y+ (,` }k (~~~'d:.7~ y..r~~~j l,_ e b' -. ~ e ~ t' , •a ~~4 c er. Q~~"°"~. U(JU~ .i.~~ nf1UL ~! TaxDB Re;sult Details Page 1 of 1 Tla1-ailarl R PC77~tC fnr Parcel 13-24-0797-138. in the 2010 Tax Assessment Database DistrictNo 13 Parcel ID 13-24-0797-138. MapSuffix HouseNo 4 Direction Street WAYNE CIRCLE Ownerl BOHR, BETTY E ~/Q_ _ __ __ _ _ ______.___ _Br~JERRYI~ECHRIS.T-_ _ PropType R PropDesc LivArea 955 CurLandVal 28400 CurImpVal 99500 Curio-tVal 17900 CurPrefVal Acreage .15 C1GrnStat TaxEx 1 SaleAmt 1 SaleMo 10 SaleDa 30 SaleCe 19 SaleYr 98 DeedBlcP:~ge 00188-00176 YearBlt 1950 HF File Date 10/26/2004 HF_Approval_Status A httn://taxdb.ccpa.net/details.asp?id=13-24-0797-13 8.&dbselect=l 8/23 /2011 ~'=Sovereign Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Box 841005 -Boston, MA Uzlx4 September 22, 2011 Lauren E. Bogar _ __ James D. Bogar; Atforney at Law One West Main Street Sriiremanstown, PA 17011 RE=: Estate of Betty E. Bohr Date of Death: 07/27/2011 DE~ar Sir or Madam: PE;r your request, enclosed please find the account information as of the date of death foie the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. VE;ry truly yours, ~~ ~~. ~1~~ Donna M. Long LE:ad Specialist Phone: 617-514-5 F~-x: 617-533-193' Sovereign Bank ESTATE OF Betty E. Bohr SOCIAL SECURITY #: 201-18-2870 DATE OF DEATH: July 27, 2011 Account #~: 0574179623 Type: Money Market Open date: 6/9/2010 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: __ ____ $3,929.41 $4 24 Int.('i'TD) from 1/1/2011 to , 7/21/2 _ Accrued interest to date of death: $0.12 Other Info: Account Closed 09/12/2011 Account i#: 0574405270 Type: Statement Swings Open date: 6/9/2010 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: $418.61 Int.~YTD) from 1/1/2011 to 7/21/2011 _ $0.30 est to date of death: t d i $0.00 er n Accrue Other Info: Account Closed 08/11/2011 Account ;~#: 1051166217 Type: Checking Open date: 6/9/2010 In the name of: Betty E. Bohr or Jerry J. Sechrist Date: of Death Balance: $7,046.63 Int.(YTD) from 1/1/2011 to 7/21/2011 $0.17 Accrued interest to date of death: $0.00 Other Info: Account Closed 09/12/2011 Account #: 0575544077 Type: Time Deposit Open date: 4/2/2009 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: $1,035.52 ~YTD) from 1/1/2011 to Int 6/30/2011 $3.98 . terest to date of death: d i A $0.56 n ccrue Other Info: Account Closed 09/12/2011 Account #: 0575544085 Type: Time Deposit Open date: 4/2/2009 In the name of: Betty E. Bohr Date of Death Balance: $3,038.86 Int.(YTD) from 1/1/2011 to 6/30/2011 $7.32 d interest to date of death: A $1.63 ccrue Other Info: Account Closed 09/12/2011 Page 1 of 3 Sovereign Bank ESTATE; OF Betty E. Bohr SOCIAL SECURITY' #: 201-18-2870 DATE OF DEATH: July 27, 2011 Account #: 0575545876 Type: Tirne Deposit Open date: 7/22/2010 In the name of: Betty E Bohr ---- - Datf~ of Death Balance: Closed prior to death Int.(YTD) from to _ Accrued interest to date of death: Other Info: Account Closed 07/25/2011 $1,012.50 Account #: 0575546304. Type: Time Deposit -Open date: 1/5/2011 In the name of: Betty E Bohr or Jerry J. Sechrist Date of Death Balance: $2,011.99 Int.(YTD) from 1/1/2011 to 6/30/2011 $11.99 Accrued interest to date of death: $1.91 Other Info: Account Closed 09/12/2011 Account #: 0575545892 Type: Time Deposit Open date: 8/9/2010 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: $4,044.70 Int.~T'TD) from 1/1/2011 to 6/30/2011 $24.79 Accrued interest to date of death: $3.85 Other Info: Account Closed 08/11/2011 Account #: 0575545975 Type: Time Deposit Open date: 9/2/2010 In the name of: Betty E. Bohr Date of Death Balance: $5,127.59 Int.I;YTD) from 1/1/2011 to 6/30/2011 $31.43 Accrued interest to date of death: $4.88 Other Info: Account Closed 09/12/2011 Account #: 0575545983 Type: Time Deposit Open date: 9/2/2010 In the name of: Betty E. Bohr Date of Death balance: $2,020.55 Int.~I'TD) from 1/1/2011 to 6/30/2011 $12.39 Accrued interest to date of death: $1.92 Other Info: Account Closed 09/12/2011 Page 2 of 3 Sovereign .Bank ESTATE OF Betty E. Bohr SOCIAL SECURITY #: 201-18-2870 DATE OF DEATH: July 27, 2011 Account #: 0571132987 Type: Checking Open date:, 5/7/1998 _ - ____ _ -- ---- - In the name of: Betty E. Bohr or Jerry J. Sechrist Date; of Death Balance: Closed prior to death Int.(YTD) from to _ Accrued interest to date of death: Other Info: Account Closed 06/09/2010 $3,971.90 transferred to checking#1051166217 Account #: 0574113999 Type: Statement Savings Open date: 2/22/1994 In the name of: Betty E Bohr or Jerry J. Sechrist Date; of Death Balance: Closed prior to death Int.(YTD) from to • _ Accrued interest to date of death: Other Info: Account Closed 06/09/2010 $4,295.96 transferred to savings#0574405270 Account #: 0574178643 Type: Money Market Open date: 4/2/2009 In the name of: Betty E Bohr or Jerry J. Sechrist Date; of Death Balance: Closed prior to death Int.(YTD) from to Accrued interest to date of death: Other Info: Ancnnnt Closed 06/09/2010 $4,362.78 transferred to MMA #0574179623 Page 3 of 3 SEP.19.2011 10:14AM WELLS FARGO ADVISORS Buehler Wealth Managsrneat Group Ta1717.761-7344 'Fax717-975-8426 of WellsFargo Advisors 800~468~685 Wells Fargo Advisocs,ZT-C 3 Lamayae Drive Lemoyne, Pfi 17043 Member FlHRllrs~c September 19, 2011 James D. Bvgar Attorney At Law One West Maim. Street ___._ _-$hrematl~town; PA -1701-1- __ _ _ ._ __ _ __ Attr~_ 1.auz'ez~ E Bogor IZE: Betty Bohr, Deceased Dear Lauren: Listed below is the date of death value for the above zaention estate: Bet1:y E Bohr IRA with Jerry J Sechrist beneficiary. Shares Company Price Per Share Total 74.48000 Calamos Gr 8z Inc. $31,95 $2,379,63 ' 380..3250 Wells Fargo Funds $ 9.11 $3,464.76 202..4420 Target Pvrtfo~io $10.70 $2,166.12 ZZ0.1920 Wells Fargo Advantage $12.67 $2,789.83 Betty E Bvhr & Jerr; J Secbrist joint with rights of suryivozsl~xp Only has Motley Mar;-et $1,725.90 If I can be of further as:>istan,ce, please let me know. Sirxc:erely, f f"r- L a I~. ~l'e mi.or Client As v az Teaai£er L. 8vchlcs M8A E. Thames McICe¢, MBA, ~C° Senior Vice Fresid~nt • Investments F"iaancial Consultant FSa~ancial Advisor tam-mokom~dwellsfargoadvisora cam Jenniferbuehler~rellsfatgoadviaoracom Lynda FC Nall Kendra ~: syar 45icia Maakosld Senior Client Associate RegisterEC Client Associate Registered Ciiaet Associate lpnda.nefftr5~11sfargoadvisar~.com kends.me,~er(c~xellsfar~oadvisers.eom uicis.mankosk!@weIlsfa~'goadvisoxa.com Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Bohr. Betty E. 21-11-0956 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY ~ryELpATE OF RANSFERSATTACN A CO R OF THE DEED FOOREREAL EST TE. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST F,(CLUSION (IF APPLICABLE) TAXABLE VALUE 1 Teamsters -Final pension benefit. The Decedent's 6,871.00 6,871.00 daughter, Jerry J. Sechrist was the named beneficiary of this pension. 2 Wells Fargo Advisors IRA -Date of death value 10,800.34 10,800.34 $10,800.34. The Decedent's daughter, Jerry J. Sechrist is the named beneficiary of this account. 3 Sovereign Bank Certificate of Deposit -Account No. 2,013.90 2,013.90 0575546304. Date of death balance $2,011.99; accrue interest $1.91. This account was joint with the Decedents daughter, Jerry J. Sechrist, and was opened within one year of the Decedent's death. 4 Sovereign Bank Certificate of Deposit -Account No. 4,048.55 3,000.00 1,048.55 0575545892. Date of death balance $4,044.70; accrue interest $3.85. This account was jointly owned with Decedent's daughter, Jerry J. Sechrist and was opened within one year of the Decedent's death. *(AN EXEMPTION IN THE AMOUNT OF $3,000.00 IS CLAIMED IN ACCORDANCE WITH THE PROVISIONS OF THE INHERITANCE AND ESTATE TAX ACT, BEING 72 P.S. Section 9108 (c) and 72 P.S. Section 9107 (c) (3))• TOTAL (Also enter on Line 7, Recapitulation) I 20,733.79 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) ,~=~overeigri Court Ordered Processing \ Decedents - MA1-MB3-02-10 - P. O. Box tS41UUS - tsoston, iv~v uLLa4 September 22, 2011 Lauren E. Bogar _ _ _ _ Tames D. Bogar, Attorney at Law One West Main Street Shiremanstown, PA 17011 RI.: Estate of Betty E. Bohr Date of Death: 07/27/2011 Dear Sir or Madam: PE~r your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, ~~~ ~~T~' Donna M. Long Lead Specialist Phone: 617-514-5 Fax: 617-533-193' 1 Sovereign Bank ESTATE: OF Betty E. Bohr SOCIAL SECURITY #: 201-18-2870 DATE OF DEATH: July 27, 2011 Account #: 0574179623 Type: Money Market Open date: 6/9/2010 In the name of: Betty E Bohr or Jerry J. Sechrist Date of Death Balance: $3,929.41 _------ - Int.(YTD) from 1/1/2011 to Accrued interest to date of death: Other Info: 7/21/2011 $0.12 Annnnnt rinsed 09/12/2011 Account #: 0574405270 Type: Statement Savings Open date: 6/9/2010 In the name of: _Betry E. Bohr or Jerry J. Sechrist Date of Death Balance: $418.61 Int.~T'TD) from 1/1/2011 to Accrued interest to date of death: Other Info: 7/21 /2011 $0.00 Account Closed 08/11/2011 Account #: 1051166217 Type: Checking Open date: 6/9/201.0 In the name of: Betty E Bohr or Jerry J Sechrist Date of Death Balance: $7,046.63 Int.I;YTD) from 1/1/2011 to Accrued interest to date of death: 7/21 /2011 OthE-r Info: Account Closed 09/12/2011 Account #: 0575544077 Type: Time Deposit Open date: 4/2/2009 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: $1,035.52 Int.i(YTD) from 1/1/2011 to 6/30/2011 $3.98 Accrued interest to date of death: $0.56 OthE:r Info: Account #: Account Closed 09/12/2011 0575544085 Type: Time Deposit Open date: 4/2/2009 $0.00 $4.24 $0.30 $0.17 In the name of: Betty E. Bohr Date of Death Balance: _ $3,038.86 Int.~(YTD) from 1/1/2011 to 6/30/2011 Accrued interest to date of death: Othi~r Info $1.63 $7.32 Account Closed 09/12/2011 Page 1 of 3 Sovereign Bank ESTATE~OF SOCIAL SECURITY #: Betty E. Bohr 201-18-2870 DATE OF DEATH: July 27, 2011 Account #: 0575545876 Type: Time Deposit Open date: 7/22/2010 In the name of: Betty E. Bohr - -- - Date; of Death Balance: Closed prior to deat Int.(YTD) from to • _ Accrued interest to date of death: Other Info: Account Closed 07/25/2011 $1,012.50 Account #: 0575546304 Type: Time Deposit Open date: 1/5/2011 In the name of: Betty E Bohr or Jerry 7. Sechrist Datc; of Death Balance: $2,011.99 Int.(YTD)-from 1/1/2011 to 6/30/2011 $11.99 Accrued interest to date of death: $1.91 n+h~r ~nf~• Acrnnnt Closed 09/12/2011 Account #: 0575545892 Type: Time Deposit Open date: 8/9/2010 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: $4,044.70 Int.(I'TD) from 1/1/2011 to 6/30/2011 $24.79 Accrued interest to date of death: $3.85 Other Info: Account Closed 08/11/2011 Account #: 0575545975 Type: Time Deposit Open date: 9/2/2010 In the name of: Betty E. Bohr Date of Death balance: $5,127.59 Int.(YTD) from 1/1/2011 to 6/30/2011 $31.43 Accrued interest to date of death: $4.88- OthE:r Info: Account Closed 09/12/2011 Account #: 0575545983 Type: Time Deposit Open date: 9/2/2010 In the name of: Betty E. Bohr Date of Death Balance: $2,020.55 Int.{YTD) from 1/1/2011 to 6/30/2011 $12.39 Accrued interest to date of death: $1.92 Other Info: Account Closed 09/12/2011 Page 2 of 3 Sovereign Bank ESTATE OF Betty E. Bohr SOCIAL SECURITY #: 201-18-2870 DATE Oli DEATH: July 27, 2011 Account ##: 0571132987 _ Type: Checking Open date: 5/7/1998 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: Closed prior to death Int.('YTD) from to _ Accrued interest to date of death: Other Info: Account Closed 06/09/2010 $3,971.90 transferred to checking#1051166217 Account ;~: 0574113999 Type: Statement Savings Open date: 2/22/1994 In the name of: Betty E. Bohr or Jerry J. Sechrist Date of Death Balance: Closed prior to death Int.(YTD) from to Accrued interest to date of death: Other Info: Account Closed 06/09/2010 $4,295.96 transferred to savings#0574405270 Account #: 0574178643 Type: Money Market Open date: 4/2/2009 In the name of: Be E. Bohr or Jerry J. Sechrist Date of Death Balance: Closed prior to death Int.(YTD) from to . Accrued interest to date of death: Other Info: Account Closed .06/09/2010 $4,362.78 transferred to MM:A #0574179623 Page 3 of 3 SEP. 19.2011 10:14AN1 WELLS FARGO ADVISORS $uahler We.~lt)~ Msuagsmettt Group Tel?17.761-T344 of WellsFsgo Advisors Pax 717-975-8426 80o-Asa-ess5 Wells Faryo Advisors, yyC 3 Lema9ae Drive yesnoyae, PA17043 Member Fl~~ September 19, 2011 James D. Bogor Attorney Q,t Law One West Maut Street ___ __ __ _ --Shiremanstown, Pty -17-01-- ___. Attn.. T..avz'en E Bogor RE: Betty Bohr, Deceased Dear Lauren: Listed below is the date of dsath value for the above mention esrtate: Betty E Bohr IRA with Jeziy J Sechrist beneficiary. Shares Company Price Per Share Total 48000 74 Calamos Gr & Ina $31,95 $2,379.63 . • 3 80..3250 Wells Fargo Funds $ 9.11 $3,464.76 202„4420 Target Pvrtfo~xo $10.70 $2,166.12 220..1920 Wells Fargo Advantage $12.67 $2,789.83 Betty E Bohr & Jerr;- J Sechrist joint with rights of survivozslaip On,l;y has Motley Mari-et ~ 1,725.90 - If I can be of further as.astan.ce, please let me know. Sin,c:erely, r~ ., L ~ a K.. ~Te ni~or Cliant As v at Jenaif~ L. SumhloT, MBA E. Thomas McKss, MBA, CRYC" Seflio! vce AleSid&at • Investments Financial Cans3ltAStt F}pa,acxal Frclvysar tam-nsckcxQwells{aegoadviso=s_com jentiiferbyeEiler@wtellsfargoadvisoracom Lynda K Nsff Kendra 2 : sycr '17ricia Mastlaosld Senior Client Associate Regiaterec Clieai Associate Registered Cli9at Assoei,ate lpnda.nefE(t~llsfargoadvisors.com keadre.me.~r®xellsfaxgoadvisers.eom trivia.manlceski@wellsfaigoadvisosa.com REV-1151 EX+(10-06) COM INHE~T//ONCE T~ R~TURN CIA REE IDENTT DE ED NT ESTATE OF Bohr ITEM NUMBE A. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER r E 21-11-0956 Debts of decedent must be reported on Schedule t. DESCRIPTION AMOUNT FUNERAL EXPENSES: See continuation schedule(s) attached I 97.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Naime of Personal Representative(s) Street Address City State Zio Year(sl Commission paid 2, Attorney's Fees BOgar 8~ Hipp LaW Offices 3,780.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 123.50 4. Probate Fees 5. Ac:countant's Fees 6. T~uc Return Preparer's Fees 4,408.46 7. 04herAdministrative Costs See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 8,408.96 Copyright (c) 20091 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF Bohr F FILE NUMBER 21-11-0956 ITEM DESCRIPTION AMOUNT NUMBER Funeral Exr~enses 97.00 1 Hetrick Cremation Service -funeral bill H-A Other Administrative Costs 2 RESERVES: -Costs to conclude administration of Estate, including filing PA Inheritance Tax Return and Inventory, preparation and filing of final personal income tax returns and fiduciary income tax returns 3 Rovre's Auction Service - Auctioneers commission ($1,877.05) and hauling fee ($40.00) 4 Rumbergers -Repairs to automobile prior to sale 5 Sovereign Bank -fee for date of death valuations 6 U.S. Treasury -Reclamation of overpaid Social Security 7 United Health Care -premium payment H-67 97.00 850.00 1,917.05 285.91 20.00 1,155.00 180.50 4,408.46 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) ' REV-1513 EX+(11-08) COMMOtJW EAtiLTtl OF~1PcEN1J$YL~/AN IA IN R~~iIDtN4rEDE(;EDtENt~RN ESTATE OF SCHEDULE J BENEFICIARIES Bohr, Betty E. NAME AND ADDRESS OF NUMBER PERSON(S) RECEIVING PROPERTY TA)(ABLE DISTRIBUTIONS [include outright spousal I. distributions, and transfers under Sec. 9116(a)(1.2)] John J. Bohr 82;8 Flintlock Ridge Road Mechanicsburg, PA 17055 Jerry J. Sechrist 2EI20 Rosegarden Blvd. Mechanicsburg, PA 17050 FILE NUMBER 21-11-0956 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE - DECEDENT (Words) ($$$) _ Son One-half of rest. residue and remainder Daughter One-half of rest, residue and remainder ~ Total ~ Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet, as a ro I NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II EMITER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER Shift I I Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) LAST WILL AND TESTAMENT OF BETTY E. BOHR Y I, BETTY E. BOHR, of Lower Allen Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, JOHN J. BOHR and JERRY J. SECHRIST. SECOND: Should my son, JOHN J. BOHR, ;predecease me, I devise and bequeath his share, under this my Last Will and Testament, as follows: (A) Three-fourths (3/4) thereof, in equal shares, to his children, BRIAN C. BOHR and STACIE M. BOHR. (B) One-fourth (1/4) thereof to MARLENE A. BOHR, wife of JOHN J. BOHR. THIRD: Should my daughter, JERRY J. SECHRIST, prede- ceas,e me, I devise and bequeath her share, under this my Last Will. and Testament, as follows: (A) Three-fourths (3/4) thereof, in equal shares, to BRIAN C. BOHR and STACIE M. BOHR, the children of JOHN J. BOHR. (B) One-fourth (1/4) thereof to CHARLES W. SECHRIST, husband of JERRY J. SECHRIST. FO RTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, G, for zany period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or condi- tions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the FedE~ral and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- ariE~s in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever 2 manner they consider advisable. FIFTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTH: I nominate and appoint JERRY J. SECHRIST, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said JERRY J. SECHRIST, I nominate and appoint MARL~ENE A. BOHR, Executrix of this, my Last Will and Testament. I direct that my Executrix, and her successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal. to this, my Last Will and Testament, this { ©~~/day of 1998. --~~- ~ /91r~ ( SEAL) BETTY BOHR Signed, sealed, published and declared by the above- namEad Testatrix as and for her Last Will and Testament in our pre:~ence, who, at her request, in her presence and in the pre:~ence of each other, have hereunto subscribed our names as attesting witnesses. Address ,~ .~ L,, ,~.. Address 3