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HomeMy WebLinkAbout03-0801PETITION FOR PROBATE and GRANT OF LETTERS estate of ~J~J~r ~, ./~OS ~o. ~l/-OJ-(~Oi also known as To: Social Security No. ,~t9 R - 16 - ,~}q g31ceased' Register of Wills for the County of C~nberland Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut 1~( in the last will of the above decedent, dated and codicil(s) dated in the named 19__ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Ctdcra be r t~'/,O ~ Cou. nty, Pennsylvania, with h . ~-5 last family or_principal residence at (list street, number and muncipality) Decendent, then '7 ff years of age, died q/~,~ ~'/O3 , 19. , at h Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Test~n~ry (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3. COUNTY OF C~nberland f SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. /7-/6 7- 9 before me this 3~d day of ~ Octobe~ . --]--. ,~ l~ 2003 ~nna M. Otto, ls~ ~p~ty w ~egister NO. 21-2003-801 Estate Of WALTER R.MANS ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW October 6Eh, ~ 2_~_~ in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Au~lust 14Lh, 2003 described therein be admitted to probate and filed of record as the last will of Walter R. Mans ; and Letters are hereby granted to Test anentary_ Marqaret R. Mans FEES Probate, Letters, Etc .......... $. 60.00 Short Certificates(6(~ .......... $. 180.00 ~g~liStRx..~Pa§es · ~ 2.)-- $ 6= 00 JCP $. 10.00 TOTAL __ $.256.00 Filed ................ MAILED LETTERS TO EXECUTR/X. ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Re, gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. ' r Local'R~gistrar .... P 9496802 z , oo3 No. ~ g Date : BLACK iNK COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~'~' ~) ~ ' 21-2003-801 LAST WILL AND TESTAMENT OF WALTER R. MANS I, WALTER R. MANS, of the Township of Hampden, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me. ITEM 1: Upon my demise, I direct my Executrix contact Neill Funeral Home, Camp Hill, Pennsylvania to arrange my funeral services. I further direct that my body be buried Peace Church Cemetery, Camp Hill, Pennsylvania. I direct that all my just debts and funeral expenses be paid as soon as practical ITEM 2: after my death. ITEM 3: I direct that all taxes and interest and penalties thereon that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my Estate. I, give, devise and bequeath my FPA Fund to my daughter, SALLY ANN ITEM 4: MANS. ITEM 5: I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wheresoever situate, together with insurance thereon, to my wife, MARGARET R. MANS providing she survives me by thirty (30) days. ITEM 6: Should my wife, MARGARET R. MANS, predecease me or die on or before the thirty-first (31 st) day following my death, I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wheresoever situate, together with insurance thereon in equal shares, to my children, namely, BONNIE LEE MURPHY of 1190 Riverside Road, Sugar Hill, Georgia and SALLY ANN MANS 79 West Main Street, Shiremanstown, Pennsylvania. Page 1 of 3 ITEM 7: Until distributed, no gift or beneficial interest shall be subject to anticipation or voluntary or involuntary alienation. ITEM 8: I appoint my wife, MARGARET R. MANS, Executrix of this my Last Will. Should my wife, MARGARET R. MANS predecease me, fail to qualify or cease to act for any reason as my Executrix, I appoint my daughter, SALLY ANN MANS, Executrix of my Last Will ITEM 9: I direct that my personal representative, or her successor shall not be required to give bond for the faithful 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 j~~of j~~~, 2003. WALTER R. MANS Signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. residing at Page 2 of 3 COMMONWEALTH OF PENNSYLVANIA ) ) SSi COUNTY OF CUMBERLAND ) We, WALTER R. MANS, , and ~i~/I~L ~ /~o~¢c/~ [(~ , the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the will as witness and that to the best of his or her knowledge, the Testator was at the time eighteen (18) years or older, of sound mind and under no constraint or undue influence. WALTER R. MANS Witness Witness ..... Subscribed, sworn and acknowledged before me ~ by WALTER R. MANS, the Testator, and subscribed and sworn to before me by C,-I-o~ttat, l, [tontlI~utt..t.,K and ~!c;t4~qt~lb3;. rSot/lt~-l/.t~_h~-the witnesses, this t ~ '~ay of ~ Jl~_)~ ,2003. Notar~ubli~ - /r /(SEAL) Page 3 of 3 EV-1560 EX (600) ~ COMMONWEALTH OF ~ PENNSYLVANIA ,~,~~~m. DEPARTMENT OF REVENUE ~]1~/~,~'~'~ DEPT. 280601 · ~,~.~ HARRISBURG, PA 17128-0601 REV 1'500 INHERITANCE TAX RETURN I ~- ~ - 0_~_ RESIDENT DECEDENT I c-~-~E I-. Z U.I U.I U.I LU n,' DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF DEATH (MM-DD-YF_.AR) DATE OF BIRTH (MM-DD-YEAR) SOCIAL SECURITY NUMBER .z~x - Id, - .2,/o7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS IF APPLICABLE)SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURll'~ NUMBER ~-~ 1. Odginal Return r---~ 4. Limited Estate []6. Decedent Died Testate (Attach copy el~ WiU) r--] 9. Litigation Proceeds Received NAME ~'-~ 2. Supplemental Return ~-~ 3. Remainder Return (date of death prior to 12-13-82) [] 4a. Future interest Compromise (date oldeath after 12-12-82} [] 5. Federal Estate Tax Return Required [~] 7. Decedent Maintained a Living Trust (^t~ch COpy of Trust) ~ 8. Total Number of Safe Deposit Boxes F'-[ 10. spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS FIRM NAME (,fApp~icabla) J~ 1"~,,5 ~ISK~A~O ~ C~O~t' TELEPHONE NUMBER 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnemhip or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ~] Separata Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) 9. 13. 14. ~1 JEo ~q c, OFFICIAL USE ONLY Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Valu.e Subject to Tax (Line 12 minus Line 13) (8) ~"/· 2,g 3 (11) /:3, (12) '7 t]~, ~'O (13) - 0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 3qtq~l¥ x..O oo (15) /'~1?OG 3 x .0 ~' (16) - O- x .12 (17) - O- x .15 (18) 09) 20. [] Decedent's Complete Address: STREETADDRESS ./7/~/ 3 /~/f~l ~Z),E,~.~ ~4 VE . Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the'OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5.. If Une 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) / ~ ;2, ~ '7 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) I ~ ~. ~'~' Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS .BY PLACING AN "X" IN THE APPROPRIATE BLOCKS IF THE ANSWER Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................... : .............................................. [] [] Did decedent own an "in trust for'' or payable upon death bank account or security at his or her death? .............. [] [] Did decedent own an Individual Retirement Account, annuity, or other non-probate property which conta ns a benefic ary des gnat on? ~..T...~.~.&r``~.~.~.~.P.R~A..~.[.~.[.E~.~'~w...~.~/i~.b.~L?~F/~ ..... [] TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have exam ned th s return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based On all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPOI~IBLE. FOR FILING RETURN ADDRE~SS //' _', " ; ADDRES,~,.~" For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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% [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 the {urviving 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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paten or a stepparent of the child is 0% [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%, except as noted in 72 P.S. {9~116(1.2) [72 P.S. {911§(a)(1)]. ~he tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. {9116(a)(1.3)]. A Sibling is defined, Under Section 9102, a~ a, individual who. has at'least one parent in common with the decedent, whether by blood or adoption. REV-1503 E~ + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF All property joinUy-ovmed with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-O~-oKo/ SCHEDULE B STOCKS & BONDS ITEM NUMBER JO, II, 20. 2.~, 2?, 30. 32. :~?. OF Iio .lo0 ~ c~ ~ q & ~ t oG ~ ~1.1~ Io3 ~2~qO 233~J ~'! 0 qy~ o~ ~oo ~l ~j~ tp~ Ioo ~o9 Il I o~ I~¢0 ~qeq~3 39 ~9o~103 I I o~ o~ go9 ~o z~ I I o ~9o~ I ~ o DESCRIPTION ~OLIb~TEO EbISo~C, E~ DE~PHI Co~P. bPH ~.~ ~e~[~ Foeo5 co~p, PPL C~p ~TA~oo~ ~o~ R~o~ HoT ~. VIAb Co~p SA eRE HocD~s CO~ ~ ZI.9~ THE FI~OV~ G~oup FNV~ . TOTAL (Also enter on tine 2, Recapitulatior (if more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~SIDENT DECEDENT SCHEDULE E CASH, BANK. DEPOSITS, & MISC. PERSONAL pROPERTY FILE NUMBER 21-.~- 0~'ot Include the proceecl~ of It~aUon and the date the proceeds were received by the estate. All property jointly-owned with the right of Survlvomhip mu~t be dizen ~'hedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. TOTAL (Also enter on line 5, Eecapitulation) $ (if more space is needed, insat additional sheets of the same size) REV-1,5~9 EX + (t-971 COMMONWEALTH OF: PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. ~OM/UlF... L, Iv~ulz~P,'~ #90 ,~IVE,~ f~,~p. [~1~., ,.~CI&AI~Z. ).lll. l.~ ~'~ ~0.~-. 2t00 ~)~G~4fl~lZ JOiNTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH iTEM FOR JOINT MADE Include name ot financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES1 1. A. ~-~.~! [,U~,,,~'r 'i3A,~V.. $~-~0. CC~ ,~e~-..'r, tJo. rH~O01"l~¥9 ,~'0oo0 $0~0 :Z. ~. ~.-:~.0~ Co ,.-, ~ ,.., ,-r7 1~^~. 3o~0,¢~ 4c,-~'.~/o. 4~'0,s3~3o /ooooo J,"O~)o TOTAL (Also enter on line 6, Recapitulation) $ ~ ~O O o (If more space is needed, insert additional sheets of the same size) SCHEDULE G INT~R-VI¥O$ TRaNSFeRS & MISC. NON-PROBATE PROPERTY FILE NUMBER Thb achadule rmat ~ con'~pk~ted ,,nd file~ fth~ aru~ar to an:,' of queatic~ 1 lvough 4 on ~ reverse side ~ ~a REV-1500 COVER ,.,~HFST Is yeS. DEgCRIPTION 01: PROPERTY ...... % OF " NUMAR .......... VALUE OF AOG~ I~ERE~ IF ~'~*' .~ ..... TOT~ ¢iso mr on line 7, ~lul~) $ J~O (If':-no~e sl;~ec, e is needed, Iraert ac~ltlon$ she,~s of the same aim) P'~'1511 EX + (1'cJ7) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, 1. 5. 6. 7. FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Pemonal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant StreetAddress ~'/~ ~R~£,,d ~V~E, City ~,~/"1 I~ ~ ) ~L.- State J~l' Zip Relationship of Claimant to Decedent ~'1~ ~' ~'/~' E Probate Fees Accountant's Fees Tax Retum Preparer's Fees TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT D~ECEDENT ESTATE OF SCHEDULE! DEBTS OF DECEDENT, MORTGAGE LIABILITIESI&LIENS FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT TOTAL (Also enter on line 10, Recapitulation) $ -.-,~'~, ~ (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ! 1. 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] - TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS $ LETTERS OF TESTAMt~WTARY ESTATE OF WALTER R. MANS LATE OF .- HAMPD~N :TC~HiP CUMBERLAND COUNTY PENNSYLVANIA DECEASED ESTATE ISSUED'ON: 10/06/03 ESTATE NO: 21-2003-801 REGISTER OF WILLS & CLERK OF THE ORPHANS' COURT Cumberland County Courthouse Carlisle. Pennsvlwni~ I WHEREAS, on'the 6th dated August 14th 2003 Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2003-00801 PA No. 21-03-0801 ESTATE OF MANS WALTER R Late of HAMPDEN TOWNSHIP Deceased Social Security No. 202-16-2407 day of October 2003 an instrument was admitted to probate as the last will of MANS WALTER R late of ~PDEN TOWNSHIP , CUMBERLAND County, who died on the 28th day of SeDtember 2003 and, WHEREAS, a true Copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to MANS MARGARET R who has duly qualified as Executor (rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have'.~hereunto set my hand and affixed the seal of my Office the 6th day of October 2003. **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST~ MIDDLE) LAST W'ILL AND TESTAMENT OF WALTER R. MANS ~ WALTER R.'MANS, of the Township of Hampdeh, Cumberland County, pennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me. ITEM 1: Upon my demise, I direct my Executrix contact Neill Funeral Home, Camp Hill, Pennsylvania to arrange my funeral services. I further direct that my body be bur/ed Peace Chumh Cemetery, Camp Hill, Pennsylvania. ITEM 2: after my death. I direct that all my just debts and funeral expenses be paid as soon as practical I direct that all taxes' and. interest and penalties thereon that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from ray residuary estate as a part of the expense of the administration of my Estate. I, give, devise and bequeath my FPA Fund to my daughter, SALLY ANN ITEM 5: I give, devise and beqUeath all the rest, residue and remainder of my estate of every naVare and wheresoever situate, 'together with insurance thereon, to my wife, MARGARET R. MANS providing she survives me by thi .rty (30) days. ITEM 6: Should my wife, MARGARET R. MANS, predecease me or die on or before the thirty-first (31 st) day following my death, I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wheresoever situate, together with insurance thereon in equal shares, to my children, namely, BONNIE LEE MURPHY of 1190 Riverside Road, Sugar Hill, Georgia and SALLY ANN MANS 79 West Main Street, Shiremanstown, Pennsylvania. ,Page 1 of 3 ITEM 7: Until distributed, no girt or beneficial interest shall be subject to anticipation voluntary or involuntary alienation. ITEM 8: I appoint my wife, MARGARET R. MANS, Executrix of this my Last W:' Should my wife, MARGARET R. MANS predecease me, fail to qualify or cease to act for any reason my EXecutrix, I appoint my daughter, SALLY ANN MANS, Executrix of my Last Will ITEM 9: I direct that my personal representative, or her successor shall not be required give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will a: WALTER R. MANS Signed; sealed, published and declared by the above-named Testator as and for his Last Will a: Testament in our presence, who, at his request, in his presence and in the presence of each other, ha hereunto subscribed our names as attesting witnesses. residing at Page 2 of 3 ' ~ CoMM~ )N'~,'F~AL ~ 'OF PF-.N,~sY L%' AN'L~, cou~' ov ,, . We, WALTER . old, r, of sound mind and'Under no constraint ot undue influence. expres~d,, and{ha~, ea61a.: of'~e witnesses, in the presence.and hearing of the Testator signett the will witness and:that to thc bestof his or her knowledge, the Testator was at the time eighteen (18) years R. M, S, tlc ~c Tes~tor and the ~messes re~ec~vely, whO~ ,. ,, , , , ~o':'the a~ehe~ or '~fOregoing ins~t~ being first 'd~y sw~,. do h~ d~l~, , ~at. ~e Testator sided'and executed ~e ins~t as ~s La~ Will and ~t he exeCUted it as his ~ee md volunt~ act-for ~e ~ WALTER R. MA_NS Witness Witness , in the year .Made the ~.~ 0 ~ day of June Afir~eteen hundred and seventy (1970) ~~£~ RUSSSLL C. ~RT~N, SR. and' 'A~HIE E.. ~RT~N, his wife, ~erland county, Pennsylvania, . : ~ :i (~ere~naf~er ~alled the Gr~tntor s ), of th.e one par~, an.d i ~ ': . ~ ; W~TER R. ~NS and ~R~T R. ~Ns, his wife, of ~rrisburg, Dauphin ~unty, pe~sylvania, (hereinafter called the Orar~gee s), of ~he ogker part: Nineteen Thousand, Five Hundred (~19,500.00) Dollars ....... 2--lawful .... m.o~ley of the U~ited States of ,~i~erica., u~&t:o t~m well an.d truly paid by the said Gra~&teez at a~d before ~he seali~ and delivery of tkese prese~ts, ghe receipt · have ~ranted, bar,air, ed, sold, alien, ed, whereof is kereb~ acb~owledged, e~.[eoffed, regeased, conve~ed a~d eo~r~ed, a~,d b~ gh. ese prese~ts do ba.r~ai~*, seH,'alier;, enfeoff , release, convey a~ co~$rm ~ngo gke saLd ~heir heirs and Assigns ............... a~ 'r~'r ChaTAIN piece o~ parcel of lane, '~'ituate in ~pden Townshi[ (Off Uhe Clearview Farm), ~rland ~unty, pennsylvania, particularly Bounded and aescri~a as foll~s, ~o wit, ~¢I~ING at a ~int on the NortMrn sine of ~mpden Avenu~ w~ch point is ag the division lines of Lots nu~rea 185 and 186 on ~he hereinafter mentioned plan of lots: thence North 7 degrees 32 minu~es East along said division line a distance of on~ hundred eight and nineey-one (108.91) hundredth feet to a point at the division line~/ of Logs nutted 203 and 186; =hence Sough 83 deqreea 09 minu~esr~ast along asia division line and ~yond a dista~e of. akX$Xy~0 a curve on Hampden Avenue-thence Westwardly in an ar~ 'to ~ right wi=h a radius of =hree hundred fir=y-seven and fifty-oigh= hun~ed~h (3~7.58) fee= =he arc disgance sixteen (16) feet to a poin=l =hence conUinuing along ~mgd~n Avenue North 83 degrees 34 minu=es for~y-oighu (48) fee= to a point, ~he. place .of ~GI~ING. IT ~ING lo= n~red 186 on ~neral ~lan of:'S~ctio~>2 ~'a~d 3 of Clearview Farms, recorded in and for the ~unty of ~rland in PI~ ~ok 9, Page 6. H~VING THEREON E~CTED a single brick ranch ty~e dwelling, said :-.r.~',? .:,e~ be. ing known a~'v~ n~re(~ as 4613 ~den"~v~nue, ~P Hil. i~ r.,:~ ~ n.s:~:' l rania .. Name of Decedent: Date of Death: wrffi No. To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) got Admin. No. I certify that notice of (beneficial interest) estate administratioll required by Rule 5.6(al 9f the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on /~tr~, ~/~ _~z~_~ : Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Signature Name Address Telephone (7/7) ~/39 - tV~ o Capacity: I// Personal Representative Counsel for personal represen.tative IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be deter- mined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or prop- erty will be determined by the intestacy laws of Pennsyl¥.ania. BEFORE THE REGISTER OF Wll J S, COUNTY OF CUMBERLAND, CARLISLE, PA In re Estate of ~A ~"r ~.r~ /'~, Estate No. ~-I- 9.0 o3 - go I (Name and Address) , deceased, Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent ~^c..T~,e. ~, t~'.~ ,diedonthe dayof ~P1'~O[~ ., ~oo~ ,at d~l~/4~-,-,e~4tt.,~o~ County, Penn.~ylvania. The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). Tho personal representative of the Decedent is (name, address and telephone number). If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345 If the Decedent died intestate, a Petition for the Grant of Letters of Administration was fried with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345 A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Name (print) ~t~ *,%~1[ f g. /l~a~ ~ Address /Tt{. ] ~ HA ~/~ oF. ~J A ~'~. Telephone (717) 73 9 - 1¥3 0 Capacity: Personal Representative Counsel for personal representative IMPORTANT NOTICE. NOTICE OF ESTATE ADMINISTRATION THI.q NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE . ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be deter- mined wholly or partly by the decedent's will, If the decedent died without a will, whether you will receive any money or prop- erty will be determined by the intestaey laws of Pennsylvania. BEtK)RE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA In re Estate of ' ~//AL~r~(~ I~, /k~,',~S Estate No. ~1 -Z~3 ~ ~/ (N~ ~d Ad.ess) TO: , deceased, Pl~ take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent ~L//~ ~-y ~-~ ~./vi ^ ra S , died on reel ~ ~ T/4 Pennsylvania. The Decedent died testate (with a Wil~); or The Decedent died intestate (without a Will). The personal representative of the Decedent is (name, a~ss and telephone number). If the Decedent died testate, the will has been flied with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345 If the Decedent died intestate, a Petition for the Grant of Letters of Ach'ninistration was filed with the Office of the Register of ~rflls of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345 A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Name (print)''~ ~A~ ~, ~B Capacity: Personal Representative Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003323 MANS MARGARET R 4613 HAMPDEN AVENUE CAMP HILL, PA 17011-4034 ........ fold ESTATE INFORMATION: SSN: 202-16-2407 FILE NUMBER: 2103-0801 DECEDENT NAME: MANS WALTER R DATE OF PAYMENT: 12/10/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/28/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $18,257.00 REMARKS: MARGARET R MANS TOTAL AMOUNT PAID: $18,257.00 SEAL CHECK# 1047 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Name ofDecedent: I/~4LTf::~ g, /I~A,,'J ~, Date of Death: EO'T£i~ r~ ~ ,~ ~ed/ ,q. 007 Will No.: ,2- I - ;2 o o ~ .- ~'O I Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: 'res [] No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: ao Did the personal representative file a final account with the Court? Yes _ No [] b. The separate Orphans' Court No. (if any) for the Personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes [~ No [-'] Co Date:~~ Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Nalne Av . Address Telephone No. Capacity: [~ Personal Representative ['"] Counsel for personal representative BUREAU OF INDTVlDUAL TAXES INHER/TANCE TAX DTV/$I()N DEPT. 280601 HARRTSDURG, PA 17128-0601 COHHONWEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAISENENT, ALLO#ANCE OR DZSALLOWANCE OF DEDUCT/OHS AND ASSESSNENT OF TAX JOHN N BISBANO JR STE 252 4811JONESTOWN RD HBG PA 17109 DATE 02-02-2004 ESTATE OF HANS DATE OF DEATH 09-28-2005 FZLE NUHBER 21 0:5-0801 COUNTY CUHBERLAND ACN 101 I Amoun~ Reml 'l:~ed REV-154? EX AFP COl-OS) WALTER R HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGTSTER OF WTLLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 1701:5 CUT ALONG TH]:S L]:NE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF HANS WALTER R FZLE NO. 21 05-0801 ACN 101 DATE 02-02-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVAT]:ON CONCERNZNG FUTURE ]:NTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Znterest (Schedule C) ($) 4. Hortgages/Notes Receivable (Schedule D) (~). 5. Cash/Bank DeposA*s/Nisc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Asse~s APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expanses/Adm. Costs/Hlsco Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities~Liens (Schedule Z) (10} 11. Total Daduc*ions 12. Na~ Value of Tax Ra~urn 581,450.00 .00 5z747.00 75z000.00 150~076.00 (8) 12,882. O0 .00 NOTE: To Lnsure proper cradLt to your accoun*, subm/~ ~he upper pore/on .00 of ~h/s fora w/th your ~ax payment. 15. 14. NOTE: 812,25:5. O0 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. ASSESSNENT OF TAX: 15. Amount: of L/ne 14 at Spousal rate 16. Amoun* of LLne 14 taxable at L/naal/Class A rate 17. Amount of L/ne 1~ at S/bl/ng rate 18. Amount of L/ne 14 taxable at Collateral/Class B rate 19. Pr/nc/pal Tax Due TAX CREDZTS: PAYH~NT KECETpT DISCOUNT (+) DATE NUNBER :]:NTEREST/PEN PA:]:D (-) 12-10-200:5 CD003:523 960.89 (15) :571,744.00 X O0 = .00 (16). 427,063.00 x 045: 19,218.00 (17). .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 19,218.00 AHOUNT PAZD 18,257. O0 reflect figures that include the total of ALL returns assessed to date. TOTAL TAX CREDZT I 19,217.89 BALANCE OF TAX DUEl .11 ZNTEREST AND PEN. .00 TOTAL DUE .11 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS RE~IJZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU NAY BE A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS.)'~ Char/tabla/Governmmntal Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) . O0 Ne~: Value of Es~:ata Subject to Tax (14] 798,807. O0 :;f an assessment ~as $ssued previouszy, l~nes 14, 15 and/or 16, 17, 18 and 19 564.00 (11) 13.~6.fl0 (12) 798,807.00 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 21qO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of NiZls printed on the reverse side. --Make check or money order payable to: REGISTER OF NZLLS, AGENT A refund of a tax credit, which mas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131S). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special 24-hour ansaering service for fores ordering: 1-BOO-36Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-qqT-3OZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZeIOZI, Harrisburg, PA 171lB-lOg1, OR --mlmction to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Depar~ent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviee Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calender months after the decedent's death, a five percent (BI) discount of the tax paid is allowed. The lex tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ehich became delinquent before January l, 198Z bear interest at the rate of six (6Z) percent per annum caIculated at a daily rate of .00016q. All taxes which became delinquent on and after January 1, 198Z mill bear interest at a rate ~hich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOS are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .OOOSqa 1987 9Z .O00Z~7 1999 7Z .00019Z 1983 162 .O00q3B 19B8-1991 112 .000301 2000 8Z .000Z19 198fi X1Z ,000301 1992 92 .0002~7 2001 92 .0002q7 1985 132 .000356 1993-199q 72 .O0019Z 200Z 62 .OOO16q 1986 102 .O00Z7fi 1995-1998 9Z .OOOZ~7 2003 5Z .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF TNDTVZDUAL TAXES ]NHERTTANCE TAX DTVZSTON P.O. Box 280601 HARRZSRURG., PA 171Z8-0601 JOHN N BISBANO JR STE 252 q811 JONESTOWN RD HBG PA 17109 COHNONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF DETERHZNATZON AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-08-200q NANS 09-28-2005 21 05-0801 CUMBERLAND 2O2 Amoun~ Remind:ed WALTER R HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit: ~;o your account, submi~ ~hm upper por~;ion of ~his form wi~:h your ~ax payment. CUT ALONG THZS LZNE nu/,~;= up ~ETERNZNATZON ~'~'~'H'~T ........................... OF PENNSYLVANTA ESTATE TAX BASED ON FEDERAL CLOSZNG LETTER .. ESTATE OF MANS HALTER R FILE N0.21 05-0801 ACN 202 DATE 11-08-200~ ESTATE TAX DETERHZNATZON Credit For State Death Taxes as Verified Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) Inheritance Tax Assessed by Other States or Territories of the Un/ted States (Excluding D~scount and/or Interest) Total Inheritance Tax Assessed Pennsylvania Estate Tax Due 18,257.11 Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 TAX CREDITS: Additional Pennsylvan/a Estate Tax Due PAYHENT DATE ~RECEIPT ~NUMBER ~ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDZTZONAL ZNTEREST. DISCOUNT (+) ZNTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT ~ BALANCE OF TAX DUE/ INTEREST AND PEN. / TOTAL DUE / (IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT TS REI~UZRED ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNSTRUCTZONS. ) .00 18~257.11 .00 .00 .00 · °°l .00 .00 .00 PURPOSE OF NOTICE: To fulfill the requirements of Section 2160 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 9160). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Make check or money order paYable to: REGISTER OF NXLLS, AGENT. REFUND (CR): A refund of a tax credit may be requested by completing an -Application For Refund of Pennsylvania Inheritance and and Estate Tax" (REV-1515). Applications are available online at Hwu-ravenua-stata'pa'us' any Register of Nills or Revenue District Office, or from the Department's ZB-hour answering service For forms orders: 1-800-562-ZOS0; services for taxpayers eith special hearing and/or speaking needs: 1-B00-667-5020 (TT only). Any party in interest not satisfied with the appraisment, allowance or disallowance oF deductions or assessment of tax (including discount or interest) as sheen on this Notice may object within 60 days oF the date of receipt of this notice by filing one of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at www.boardofappaals.stato.pa-us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals wabsita. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box ZBIOZ1, Harrisburg, PA 171Z8-1021. petitions may not be faxed. B) Election to have the aatter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box ZB0601, Harrisburg, PA 1712B-0601, Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decadent" (REV-la01) for an explanation of administratively correctable errors. PENALTY: The 1SX tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and nat paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has bean assessed as indicated on this notice. INTEREST: Additional Pennsylvania Estate Tax assessed as a result of a change on the Federal Estate Tax closing letter becomes delinquent at the expiration of one (1) month from the date the final notice of the increase in Federal Estate Tax is received. Taxes which became delinquent before January 1, 19BZ bear interest at the rate of six (62) percent per annum calculated a daily rate of .000166 All taxes which became delinquent on or after January 1, 1982 will bear interest ataatrate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO6 are: OBJECTIONS: Interest Daily Interest Daily Interest gaily Year Rate Factor Year Rate Factor_ Yeast Rate Factor __ 1982 ZOZ .000568 1988-1991 llZ .000501 ZOO1 92 .000267 1985 162 .000658 1992 92 .000267 2002 62 .000166 1986 112 .000501 1995-199~ 72 .000192 2005 52 .000157 1985 152 .000556 1995-1998 92 .000267 ZOOq 62 .000110 1986 102 .000276 1999 72 ,000192 1987 92 .000267 --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm calculated. BUREAU OF ZNDTVTDUAL TAXES TNHERZTANCE TAX DZVZS/ON DEPT. ZD0601 HARRZSBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF DETERHZNATZON AND ASSESSHENT OF PENNSYLVANZA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN JOHN N BTSBANO JR 'uu. STE 25Z 4811 JONESTONN RD ,' HBG PA DATE 11-01-2004 ESTATE OF HANS DATE OF DEATH 09-28-2005 FZLE NUNBER 21 05-0801 :i~-COUNTY CUMBERLAND OACN 201 Amount: Rem i 'l:'l:ed WALTER R HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGTSTER OF WILLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 1701:3 NOTE: To /nsure proper cred/~ ~o :your account, submL~c ~he upper por~/on of ~his form wi~h your ~ax payment. CUT ALONG THZS LZNE ~ RETAZN LOWER PORTTON FOR YOUR F:ZLES ~ ~-v-:; ~- -E ~- -~P P- -(-5 ~---o-~ ~ ..... ~-~ - ~b¥~ ~- -6 P- -~E ¥~-~ ~k-~f ~-~ - ~-~ -~-~E~-~E ~- ............................ OF PENNSYLVANTA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ~# ESTATE OF MANS WALTER R FZLE NO.Z1 05-0801 ACN 201 DATE 11-01-2004 ESTATE TAX DETERH]:NATTON 1. Credi~ For S~a~e Death Taxes as Verified Z. Pennsylvania Inheritance Tax Assessed (Excluding Discoun~ and/or Interest) $. Inheritance Tax Assessed by O~her S~a~es or Territories o~ ~he United S~a~es (Excluding Discoun~ and/or 1n~eres~) 4. To~al Inheritance Tax Assessed 5. Pennsylvania Es~a~e Tax Due TAX CREDZTS: 18z257.11 .0O .0O 18z257.11 .O0 PAYHENT RECEIPT DZSCOUNT (+) DATE NUMBER ZNTEREST/PEN PAZD (-) AHOUNT PAZD ~IF PAZD AFTER THIS DATE, SEE REVERSE SZDE FOR CALCULATION OF ADDZTZONAL ZNTEREST. TOTAL TAX CREDZT I .00 BALANCE OF TAX DUEl .00 ZNTEREST AND PEN. .00 TOTAL DUE . O0 (ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS RE~UZRED ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORH FOR ZNSTRUCTZONS.) PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ZSTRATZVE CORRECTIONS: PENALTY: INTEREST: To fulfill the requirements of Section 2140 (b) of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140}. Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF ~ZLLS, AGENT. A refund of a tax credit may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of tho Register of Hills, any of the 25 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-800-562-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-5020 (TT only). Any party in interest not satisfied with the assessment of tax as shown on this notice may object eithin sixty (60) days of receipt of this Notice by: --arittan protest to tho PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, --electing to have the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 2B060l, Harrisburg, PA 17128-0601, Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Far dates of death on or after 10-5-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of nine (09) months from the date of death. For dates of death prior to 10-5-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of eighteen (18) months from the date of death. Taxes mhich became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. All taxes ahich became delinquent on or after January l, 1982 mill bear interest at a rate which mill vary from calendar year to calendar year eith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 are: Interest Daily Interest Daily Yea~ Rate Factor Year Rate Factor 1982 ZOZ .000548 1988-1991 llZ .000501 1983 XTZ .000458 1992 92 .000247 1984 llZ .000501 1995-1994 72 .000192 1985 X3Z .000356 1995-1998 97. .000247 1986 102 .000274 1999 7X .000192 1986 107. .000274 ZOO0 8Z .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ZOO1 9Z .000247 ZOOZ 6Z .000164 2003 52 .000157 Z004 4Z .000110 --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15} days beyond the data of the assessment. If payment is mmda after the interest computation data shown on the Notice, additional interest must be calculated. X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ESTATE OF WALTER R. MANS DATE OFDEATH SEPTEMBER 28, 2003 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 ~NARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 'l~P'l~ ~UMBER ~ /-Od 4) DECEDENT'S NAME (L~ST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I-- DJ t'~ CATE OF DEATH (MM-DB-YEAR) CATE OF BIRTH (MM-OD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE DJ ~ - :2, ~"- O 3 O? - O5'-/92-~ REGISTER OF WILLS DJ []1 Original Return []4. Limited Estate []6. Decedent Died Testate (^~a~ [~9 Lkigedon Proceeds Received (iF APPLICABLE) SURViViNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) K. []2 Supplemental Return [~4a. Future Intarest Compromise (~am of death alter 12-12-82) [~7. Decedent Maintained a Living Trust (^~ac~ copy of T~ust) FiRM NAME SOCIAL SECURITY NUMBER TELEPHONE NUMBER 719 1. Real Estate (Schedule A) (1) 2, Stocks and Bonds (Schedule S) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5, Cash, Bank Deposits & Miscellaneous Persona~ Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Sched~&e G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs iSchedule H) (9) 10 Debts o1 Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11 Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests~Sec 9113 T~usts for which an election to tax bas not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) [~5. Federal Estate Tax Return Required 8. To~al Number of Safe Deposit Boxes E~11. Election to tax under Sec. 9113(A) (^~ach COMPLETE MAILING ADDRESS OFFICIAL USE ONLY SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (13) (11) (12) 15. Amount of Line 14 taxable at the spousal tax rate, or ~ansfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibting rate 1 g. Amount of Line 14 taxable at collataral rate 19. Tax Due 77'7'g'/ x.oe_P_~ (15) - a- x.0M~_ (16) x .12 {17) x .15 (18) (19) (6) fr:z / Decedent's Complete Address: [STR~EETADDRESS ~ITY I STATE I ZIP Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Paymenta A. Spousal Poverty Credit B Prior Payments C. Discount (1) Total Credita (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E, Penalty Total Interest/Penalty ( D + E ) (3) 4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the to[al of Line 5 ", 5A. This is the BALANCE DUE. (5B) 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; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; .......................... : ................. [] [] 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? ............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ."~-~.~,~'J;t~.lb..L,%...~.P.e.~.~:..,~...'~..~..[C..L~.~..~...~ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under pena~Pes o( perjury, I declare that I have examined this return, including accompanying schedules and sta[ements, and t~ the best of my knowledge and belief, ii is true, correct and complete. Declarabon o[ preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE EOR FJLING RETURN ADDRESS .'~ 'e'~ .'~- /'~ '~--/ "' SIGNATURE OF P'R~'I:~R~-"~LL-~THA~'~"EP~ESENTATIVE DATE , DATE ADDRESS 4~11 I' Fid.- ~ ~ PA 171~ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 RS. 99116 (a) (1.1) For dates of death on or after January f, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% F2 RS. 99116 (a) (1.1) (ii) The statute does not exemot a transfer th a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even the surviving spouse is the only beneficiary. 'res of death on or after July 1, 2000: x rate imposed on the net value of transfers from a deceased child [wenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren or a stepparent of the child is 0% [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 beneficiafies is 4.5%, except as noted in 72 RS. §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% [72 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as individuai who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE B STOCKS& BONDS I FILE NUMBER RESIDENT DECEDENT _. ATE OF All property jointly-owned ~ right of suwivomhip mu~ ~ disclosed on Schedu~ F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH TOTAL (Also enter on line 2, Recapitulation) $ ~'.~"~ ~' I (If more space is needed, insert additional sheets of the same size) Savings Bond Calculator Page 1 of 2 Savim Series Denomination Serial Number # Bonds Total Price Total Interest Total Value 18 $337.50 $3,306.34 $3,643.84 Issue Interest Serial Number Issue Date Series Denom Price Interest Value Rate Q19269325047 12/1961 E $25 $18.75 $188.00 $206.75 Q1920810158 12/1961 E 25 18.75 188.00 206.75 Q1920807174 11/1961 E 25 18.75 187.40 206.15 Q1907129205 11/1961 E 25 18.75 187.40 206.15 Q1907126174 10/1961 E 25 18.75 187.40 206.15 Q1907327064 10/1961 E 25 18.75 187.40 206.15 Q1907324188 09/1961 E 25 18.75 187.42 206.17 Q1907321343 09/1961 E 25 18.75 187.42 206.17 Q1906435488 09/1961 E 25 18.75 187.42 206.17 Q1906432646 08/1961 E 25 18.75 185.13 203.88 Q1894272722 08/1961 E 25 18.75 185.13 203.88 Q1894269773 07/1961 E 25 18.75 183.20 201.95 Q1894267021 07/1961 E 25 18.75 183.20 201.95 Q1894118577 06/1961 E 25 18.75 183.20 201.95 Q1894116338 06/1961 E 25 18.75 183.20 201.95 Q1894114434 05/1961 E 25 18.75 182.61 201.36 Q1665694084 12/1958 E 25 18.75 170.59 189.34 Q1604770202 12/1957 E 25 18.75 162.22 180.97 }~ttI~ Viewing Bonds 1-18 Issue Date Next Accrual YTD In $0. Final Maturit 12/200 12/200 11/200 11/200 10/200 10/200 09/200 09/200 09/200 08/200 08/200 07/200 07/200 06/200 06/200 05/200 12/199 12/199 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for H/I) MN Matured (Not Exchangeable for HH) Please rate this service. http://wwws.publicdebt.treas.gov/BC/SB CPrice 11/19/04 Savings Bond Calculator Page 1 of 2 109/2003 Savinc Series Denomination Bonds ,-J sJ~'~'~ Serial Number Issue Date # Bonds Total Price 26 $487.50 Serial Number Issue Date Series Denom Q1974776799 12/1962 E $25 Q1970053607 12/1962 E 25 Q1970050443 11/1962 E 25 Q1970047240 11/1962 E 25 Q1966434091 10/1962 E 25 Q1966430915 10/1962 E 25 Q1962908762 09/1962 E 25 Q1962905549 09/1962 E 25 Q1958932375 09/1962 E 25 Q1958929173 08/1962 E 25 Q1958925966 08/1962 E 25 Q1947512770 07/1962 E 25 Q1947509432 07/1962 E 25 Q1947506300 06/1962 E 25 Q1946973269 06/1962 E 25 Q1946970232 05/1962 E 25 Q1946967233 05/1962 E 25 Q1938849185 04/1962 E 25 Q1938846148 04/1962 E 25 Q1938843153 03/1962 E 25 Q1938841760 03/1962 E 25 Q1930697152 03/1962 E 25 Q1930694093 02/1962 E 25 Q1930691084 02/1962 E 25 Q1926331079 01/1962 E 25 Q1926328075 01/1962 E 25 ~ J Viewing Bonds 1-26 Total Interest Total Value YTD In, $5,014.77 $5,502.27 $0.0 Issue Interest Next Final Price Interest Value Rate Accrual Maturity $18.75 $196.47 $215.22 12/2002 18.75 196.47 215.22 12/2002 18.75 195.58 214.33 11/2002 18.75 195.58 214.33 11/2002 18.75 195.58 214.33 10/2002 18.75 195.58 214.33 10/2002 18.75 195.57 214.32 09/2002 18.75 195.57 214.32 09/2002 18.75 195.57 214.32 09/2002 18.75 194.06 212.81 08/2002 18.75 194.06 212.81 08/2002 18.75 192.04 210.79 07/2002 18.75 192.04 210.79 07/2002 18.75 192.04 210.79 06/2002 18.75 192.04 210.79 06/2002 18.75 191.49 210.24 05/2002 18.75 191.49 210.24 05/2002 18.75 191.49 210.24 04/2002 18.75 191.49 210.24 04/2002 18.75 191.52 210.27 03/2002 18.75 191.52 210.27 03/2002 18.75 191.52 210.27 03/2002 18.75 190.00 208.75 02/2002 18.75 190.00 208.75 02/2002 18.75 188.00 206.75 01/2002 18.75 188.00 206.75 01/2002 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 2 109/2003 [ Upd~e I Savinc Series Denomination Bonds ~ $1~-~'~ Serial Number Issue Date # Bonds Total Price 26 $487.50 Serial Number Issue Date Series Denom Q2030718374 12/1963 E $25 Q2030715565 12/1963 E 25 Q2030712829 11/1963 E 25 Q2030710056 11/1963 E 25 Q2017722282 10/1963 E 25 Q2017719520 10/1963 E 25 Q2017716683 09/1963 E 25 Q2013856881 09/1963 E 25 Q2013853951 08/1963 E 25 Q2013851159 08/1963 E 25 Q2013848326 08/1963 E 25 Q2008320422 07/1963 E 25 Q2008317514 07/1963 E 25 Q2008314585 06/1963 E 25 Q2003291638 06/1963 E 25 Q2003288849 05/1963 E 25 Q2003286038 05/1963 E 25 Q2003283216 04/1963 E 25 Q1992072361 04/1963 E 25 Q1992069475 03/1963 E 25 Q1992066272 03/1963 E 25 Q1985713049 03/1963 E 25 Q1985709800 02/1963 E 25 Q1985706414 02/1963 E 25 Q1974783272 01/1963 E 25 Q1974780062 01/1963 E 25 [~ I Viewing Bonds 1-26 Total Interest Total Value $5,226.71 $5,714.21 Issue Interest Price Interest Value Rate $18.75 $203.59 $222.34 4.00% 18.75 203.59 222.34 4.00% 18.75 202.22 220.97 4.00% 18.75 202.22 220.97 4.00% 18.75 202.22 220.97 4.00% 18.75 202.22 220.97 4.00% 18.75 204.42 223.17 18.75 204.42 223.17 18.75 203.36 222.11 18.75 203.36 222.11 18.75 203.36 222.11 18.75 201.20 219.95 18.75 201.20 219.95 18.75 201.20 219.95 18.75 201.20 219.95 18.75 199.54 218.29 18.75 199.54 218.29 18.75 199.54 218.29 18.75 199.54 218.29 18.75 199.57 218.32 18.75 199.57 218.32 18.75 199.57 218.32 18.75 198.56 217.31 18.75 198.56 217.31 18.75 196.47 215.22 18.75 196.47 215.22 Next Accrual 12/2003 12/2003 11/2003 11/2003 10/2003 10/2003 YTD lw $150. Final Maturity 12/2003 12/2003 11/2003 11/2003 10/2003 10/2003 09/2003 09/2003 08/2003 08/2003 08/2003 07/2003 07/2003 06/2003 06/2003 05/2003 05/2003 04/2003 04/2003 03/2003 03/2003 03/2003 02/2003 02/2003 01/2003 01/2003 http://wwws.publicdebt.t~eas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 1 [09/2003 I Updma I Snvinc Series J E Bonds Denomination Serial Number $125 '1 # Bonds Total Price I $18.75 Serial Number Issue Date Series L617100030 12/1963 E Total Interest Total Value $203.59 $222.34 Issue Interest Denom Price Interest Value Rate $25 $18.75 $203.59 $222.34 4.00% Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please prfnt and/or save this page before submi~ng your survey) Service Excellent Good Fair Poor Savings Bond Calculator ~' C ~' ~' Submit Survey j Reset J Issue Date I YTD In~ $8.63 Next Final Accrual Maturity 12/2003 12/2003 htlp://wwws.publicdebt.treas.gov/B C/SBCPrice 11/14/2004 Savings Bond Calculator Page 1 of 2 109/2003 Savinc Series Denomination IE BonOs Serial Number I Issue Date # Bonds Total Price 26 $487.50 Serial Number Issue Date Series Denom Q2096078515 12/1964 E $25 Q2082229747 12/1964 E 25 Q2082226940 11/1964 E 25 Q2082224126 11/1964 E 25 Q2081869227 10/1964 E 25 Q2081866416 10/1964 E 25 Q2081843593 09/1964 E 25 Q2080847723 09/1964 E 25 Q2074554908 08/1964 E 25 Q2074551995 08/1964 E 25 Q2074549149 08/1964 E 25 Q2074546246 07/1964 E 25 Q2064718351 07/1964 E 25 Q2052579693 06/1964 E 25 Q2064713793 06/1964 E 25 Q2064711056 05/1964 E 25 Q2056022747 05/1964 E 25 Q2056020036 04/1964 E 25 Q2052575276 04/1964 E 25 Q2047387508 03/1964 E 25 Q2047384859 03/1964 E 25 Q2047382199 02/1964 E 25 Q2040199447 02/1964 E 25 Q2040196688 02/1964 E 25 Q2040193926 01/1964 E 25 Q2040192829 01/1964 E 25 Viewing Bonds 1-26 Total Interest Total Value YTD ln~ $5,251.79 $5,739.29 $163. lssue lnterest Next Final Price Interest Value Rate Accrual Maturity $18.75 $204.05 $222.80 4.00% 03/2004 12/2004 18.75 204.05 222.80 4.00% 03/2004 12/2004 18.75 202.63 221.38 4.00% 02/2004 11/2004 18.75 202.63 221.38 4.00% 02/2004 11/2004 18.75 202.63 221.38 4.00% 01/2004 10/2004 18.75 202.63 221.38 4.00% 01/2004 10/2004 18.75 202.63 221.38 4.00% 12/2003 09/2004 18.75 202.63 221.38 4.00% 12/2003 09/2004 18.75 201.59 220.34 4.00% 11/2003 08/2004 18.75 201.59 220.34 4.00% 11/2003 08/2004 18.75 201.59 220.34 4.00% 11/2003 08/2004 18.75 199.46 218.21 4.00% 10/2003 07/2004 18.75 199.46 218.21 4.00% 10/2003 07/2004 18.75 203.83 222.58 4.00% 03/2004 06/2004 18.75 203.83 222.58 4.00% 03/2004 06/2004 18.75 202.35 221.10 4.00% 02/2004 05/2004 18.75 202.35 221.10 4.00% 02/2004 05/2004 18.75 202.35 221.10 4.00% 01/2004 04/2004 18.75 202.35 221.10 4.00% 01/2004 04/2004 18.75 202.37 221.12 4.00% 12/2003 03/2004 18.75 202.37 221.12 4.00% 12/2003 03/2004 18.75 201.32 220.07 4.00% 11/2003 02/2004 18.75 201.32 220.07 4.00% 11/2003 02/2004 18.75 201.32 220.07 4.00% 11/2003 02/2004 18.75 199.23 217.98 4.00% 10/2003 01/2004 18.75 199.23 217.98 4.00% 10/2003 01/2004 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 2 109/2003 [Upd~t~ Savinc Series Denomination Bonds "l $125 '1 # Bonds Total Price 26 $487.50 Serial Number Issue Date Series Denom Q2155408310 12/1965 E $25 Q2155406393 12/1965 E 25 Q2154584470 11/1965 E 25 Q2149269547 11/1965 E 25 Q2149267557 10/1965 E 25 Q2149265525 10/1965 E 25 Q2138866378 09/1965 E 25 Q2138864264 09/1965 E 25 Q2138862075 08/1965 E 25 Q2132293007 08/1965 E 25 Q2132290656 07/1965 E 25 Q2132288233 07/1965 E 25 Q2122292897 07/1965 E 25 Q2122290307 06/1965 E 25 Q2122287710 06/1965 E 25 Q2115301106 05/1965 E 25 Q2115298579 05/1965 E 25 Q2114904004 04/1965 E 25 Q2109195411 04/1965 E 25 Q2106921780 03/1965 E 25 Q2106919059 03/1965 E 25 Q2102253380 02/1965 E 25 Q2102250621 02/1965 E 25 Q2102247881 01/1965 E 25 Q2096364170 01/1965 E 25 Q2096361396 01/1965 E 25 ~ ] Viewing Bonds 1-26 Serial Number Issue Date Total Interest Total Value YTD In' $4,281.22 $4,768.72 $124. Issue Interest Next Final Price Interest Value Rate Accrual Maturity $18.75 $109.37 $128.12 12/1995 18.75 109.37 128.12 12/1995 18.75 153.17 171.92 2.51% 02/2004 11/2005 18.75 153.17 171.92 2.51% 02/2004 11/2005 18.75 153.17 171.92 2.51% 01/2004 10/2005 18.75 153.17 171.92 2.51% 01/2004 10/2005 18.75 153.17 171.92 2.51% 12/2003 09/2005 18.75 153.17 171.92 2.51% 12/2003 09/2005 18.75 152.29 171.04 2.51% 11/2003 08/2005 18.75 152.29 171.04 2.51% 11/2003 08/2005 18.75 155.16 173.91 3.09% 10/2003 07/2005 18.75 155.16 173.91 3.09% 10/2003 07/2005 18.75 155.16 173.91 3.09% 10/2003 07/2005 18.75 157.84 176.59 2.51% 03/2004 06/2005 18.75 157.84 176.59 2.51% 03/2004 06/2005 18.75 182.57 201.32 4.00% 02/2004 05/2005 18.75 182.57 201.32 4.00% 02/2004 05/2005 18.75 182.57 201.32 4.00% 01/2004 04/2005 18.75 182.57 201.32 4.00% 01/2004 04/2005 18.75 182.59 201.34 4.00% 12/2003 03/2005 18.75 182.59 201.34 4.00% 12/2003 03/2005 18.75 181.61 200.36 4.00% 11/2003 02/2005 18.75 181.61 200.36 4.00% 11/2003 02/2005 18.75 199.68 218.43 4.00% 10/2003 01/2005 18.75 199.68 218.43 4.00% 10/2003 01/2005 18.75 199.68 218.43 4.00% 10/2003 01/2005 http://wwws.publiedebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 1 Savinc Series IE BonOs Denomination Serial Number # Bonds Total Price Total Interest 2 $37.50 $218.74 Issue Serial Number Issue Date Series Denom Price Interest L666076424 12/1965 E $25 $18.75 $109.37 L666076425 12/1965 E 25 18.75 109.37 Issue Date I Total Value $256.24 Interest Value Rate $128.12 128.12 YTD In, $0.0 Next Final Accrual Maturity 12/1995 12/1995 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please ral~ this service. (Please print and/or save this page before submitting your suryey) Service Excellent Good Fair Poor Savings Bond Calculator ~' ¢' ~' ¢' Submit Survey I ResetI http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/14/2004 7 Savings Bond Calculator Page 1 of 2 109/2003 ~ Savinc Series IE Bonds ,-j Denomination Serial Number $125 I Issue Date I # Bonds Total Price Total Interest 28 $525.00 $2,952.98 Issue Serial Number Issue Date Series Denom Price Interest Q2230036211 12/1966 E $25 $18.75 $107.10 Q2220624269 12/1966 E 25 18.75 107.10 Q2220623312 11/1966 E 25 18.75 105.71 Q2206090437 11/1966 E 25 18.75 105.71 Q2206090436 11/1966 E 25 18.75 105.71 Q2220622435 11/1966 E 25 18.75 105.71 Q2209901561 10/1966 E 25 18.75 104.52 Q2209900712 10/1966 E 25 18.75 104.52 Q2209899872 10/1966 E 25 18.75 104.52 Q2201323152 09/1966 E 25 18.75 104.52 Q2201323978 09/1966 E 25 18.75 104.52 Q2201321504 08/1966 E 25 18.75 104.52 Q2201322336 08/1966 E 25 18.75 104.52 Q2194326628 07/1966 E 25 18.75 104.52 Q2194325723 07/1966 E 25 18.75 104.52 Q2187941924 06/1966 E 25 18.75 104.53 Q2187941104 06/1966 E 25 18.75 104.53 Q2182806311 05/1966 E 25 18.75 103.27 Q2182805462 05/1966 E 25 18.75 103.27 Q2182804609 04/1966 E 25 18.75 103.19 Q2171746810 04/1966 E 25 18.75 103.19 Q2171745373 03/1966 E 25 18.75 103.19 Q2171744045 03/1966 E 25 18.75 103.19 Q2167492596 02/1966 E 25 18.75 109.38 Q2167491026 02/1966 E 25 18.75 109.38 Q2164112449 01/1966 E 25 18.75 109.38 Q2164110829 01/1966 E 25 18.75 109.38 Q2164109141 01/1966 E 25 18.75 109.38 Total Value $3,477.98 Interest Value Ra~ $125.85 125.85 124.46 124.46 124.46 124.46 123.27 123.27 123.27 123.27 123.27 123.27 123.27 123.27 123.27 123.28 123.28 122.02 122.02 121.94 121.94 121.94 121.94 128.13 128.13 128.13 128.13 128.13 Next Accrual YTD In~ $0.0 Final Matufi~ 12/1996 12/1996 11/1996 11/1996 11/1996 11/1996 10/1996 10/1996 10/1996 09/1996 09/1996 08/1996 08/1996 07/1996 07/1996 06/1996 06/1996 05/1996 05/1996 04/1996 04/1996 03/1996 03/1996 02/1996 02/1996 01/1996 01/1996 01/1996 http://wwws.publicdebt.treas.gov/BC/S BCPrice 11/14/2004 Savings Bond Calculator Page 1 of 2 109/2003 i Updml ~ Savinc Series Denomination Bonds ~_J $~'~ I Serial Number Issue Date I # Bonds Total Price Total Interest 26 $487.50 $2,834.29 Issue Serial Number Issue Date Series Denom Price Interest Q2301434956 12/1967 E $25 $18.75 $112.53 Q2301433917 12/1967 E 25 18.75 112.53 Q2284223797 11/1967 E 25 18.75 110.95 Q2284222721 11/1967 E 25 18.75 110.95 Q2284221685 10/1967 E 25 18.75 109.70 Q2284220669 10/1967 E 25 18.75 109.70 Q2279584035 09/1967 E 25 18.75 109.70 Q2279582956 09/1967 E 25 18.75 109.70 Q2279581878 09/1967 E 25 18.75 109.70 Q2279580873 08/1967 E 25 18.75 109.70 Q2268552435 08/1967 E 25 18.75 109.70 Q2268551423 07/1967 E 25 18.75 109.70 Q2268550375 07/1967 E 25 18.75 109.70 Q2267604359 06/1967 E 25 18.75 109.71 Q2254572373 06/1967 E 25 18.75 109.71 Q2254571430 05/1967 E 25 18.75 108.31 Q2249434473 05/1967 E 25 18.75 108.31 Q2249433516 04/1967 E 25 18.75 107.11 Q2249432541 04/1967 E 25 18.75 107.11 Q2249431632 04/1967 E 25 18.75 107.11 Q2235271714 03/1967 E 25 18.75 107.11 Q2235270813 03/1967 E 25 18.75 107.11 Q2235269854 02/1967 E 25 18.75 107.11 Q2230038908 02/1967 E 25 18.75 107.11 Q2230038006 01/1967 E 25 18.75 107.11 Q2230037129 01/1967 E 25 18.75 107.11 [~ I Viewing Bonds 1-26 Total Value YTD lw $3,321.79 $0.0 Interest Next Final Value Rate Accrual Maturity $131.28 12/1997 131.28 12/1997 129.70 11/1997 129.70 11/1997 128.45 10/1997 128.45 10/1997 128.45 09/1997 128.45 09/1997 128.45 09/1997 128.45 08/1997 128.45 08/1997 128.45 07/1997 128.45 07/1997 128.46 06/1997 128.46 06/1997 127.06 05/1997 127.06 05/1997 125.86 04/1997 125.86 04/1997 125.86 04/1997 125.86 03/1997 125.86 03/1997 125.86 02/1997 125.86 02/1997 125.86 01/1997 125.86 01/1997 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/15/2004 q Savings Bond Calculator Page 1 of 2 109/2003 Savinc ~ries Bonds Denomination Serial Number Issue Date I # Bonds Total Price 26 $487.50 Serial Number Q2374219309 Q2374218145 Q2374216987 Q2374215807 Q2359823638 Q2359822512 Q2359821371 Q2359820235 Q2359819105 Q2347147980 Q2347146910 Q2333859814 Q2333858696 Q2333857574 Q2333856469 Q2333855416 Q2316619376 Q2316618353 Q2316617259 Q2316616185 Q2316615176 Q2311870159 Q2311869132 Q2311868080 Q2311867001 Q2301435991 ~J Viewing Total Interest Total Value $2,980.18 $3,467.68 Issue Interest Issue Date Series Denom Price Interest Value Rate 12/1968 E $25 $18.75 $118.53 $137.28 12/1968 E 25 18.75 118.53 137.28 11/1968 E 25 18.75 116.69 135.44 11/1968 E 25 18.75 116.69 135.44 10/1968 E 25 18.75 115.39 134.14 10/1968 E 25 18.75 115.39 134.14 09/1968 E 25 18.75 115.39 134.14 09/1968 E 25 18.75 115.39 134.14 08/1968 E 25 18.75 115.39 134.14 08/1968 E 25 18.75 115.39 134.14 08/1968 E 25 18.75 115.39 134.14 07/1968 E 25 18.75 115.39 134.14 07/1968 E 25 18.75 115.39 134.14 06/1968 E 25 18.75 1t5.41 134.16 06/1968 E 25 18.75 115.41 134.16 05/1968 E 25 18.75 113.82 132.57 05/1968 E 25 18.75 113.82 132.57 04/1968 E 25 18.75 112.53 131.28 04/1968 E 25 18.75 112.53 131.28 03/1968 E 25 18.75 112.53 131.28 03/1968 E 25 18.75 112.53 131.28 03/1968 E 25 18.75 112.53 131.28 02/1968 E 25 18.75 112.53 131.28 02/1968 E 25 18.75 112.53 131.28 01/1968 E 25 18.75 112.53 131.28 01/1968 E 25 18.75 112.53 131.28 Bonds 1-26 Next Accrual YTD ln~ $0.0 Final Maturity 12/1998 12/1998 11/1998 11/1998 10/1998 10/1998 09/1998 09/1998 08/1998 08/1998 08/1998 07/1998 07/1998 06/1998 06/1998 05/1998 05/1998 04/1998 04/1998 03/1998 03/1998 03/1998 02/1998 02/1998 01/1998 01/1998 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/15/2004 lo Savings Bond Calculator Page 1 of 2 109/2003 i UPtime I Savinc Series Denomination # Bonds Total Price 26 $487.50 Serial Number Issue Date Series Denom Q2452873377 12/1969 E $25 Q2452872249 12/1969 E 25 Q2452871091 11/1969 E 25 Q2452869955 11/1969 E 25 Q2445584797 10/1969 E 25 Q2445583638 10/1969 E 25 Q2445582521 09/1969 E 25 Q2445581309 09/1969 E 25 Q2445580178 08/1969 E 25 Q2421144015 08/1969 E 25 Q2421142752 08/1969 E 25 Q2421141634 07/1969 E 25 Q2421140456 07/1969 E 25 Q2415132300 06/1969 E 25 Q2415131138 06/1969 E 25 Q2415129972 05/1969 E 25 Q2415128854 05/1969 E 25 Q2394704709 04/1969 E 25 Q2394703549 04/1969 E 25 Q2394702389 03/1969 E 25 Q2394701225 03/1969 E 25 Q2394700100 03/1969 E 25 Q2387777932 02/1969 E 25 Q2387776773 02/1969 E 25 Q2387775591 01/1969 E 25 Q2381969435 01/1969 E 25 Viewing Bonds 1-26 Serial Number Total Interest $3,047.98 Issue Price Interest Value $18.75 $116.97 $135.72 18.75 116.97 135.72 18.75 116.27 135.02 18.75 116.27 135.02 18.75 116.27 135.02 18.75 116.27 135.02 18.75 116.27 135.02 18.75 116.27 135.02 18.75 116.26 135.01 18.75 116.26 135.01 18.75 116.26 135.01 18.75 115.96 134.71 18.75 115.96 134.71 18.75 114.67 133.42 18.75 114.67 133.42 18.75 119.85 138.60 18.75 119.85 138.60 18.75 118.52 137.27 18.75 118.52 137.27 18.75 118.52 137.27 18.75 118.52 137.27 18.75 118.52 137.27 18.75 118.52 137.27 18.75 118.52 137.27 18.75 118.52 137.27 18.75 118.52 137.27 Issue Date I Total Value $3,535.48 Interest Rate YTD In~ $0.0 Next Final Accrual Maturity 12/1999 12/1999 11/1999 11/1999 10/1999 10/1999 09/1999 09/1999 08/1999 08/1999 08/1999 07/1999 07/1999 06/1999 06/1999 05/1999 05/1999 04/1999 04/1999 03/1999 03/1999 03/1999 02/1999 02/1999 01/1999 01/1999 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 2 109/2003 i uP'l~t. I ~ Savinc Series Denomination Serial Number BonOs ~J ,[~'~ I # Bonds Total Price Total Interest Total Value 26 $487.50 $3,114.29 $3,601.79 Issue Interest Serial Number Issue Date Series DehOrn Price Interest Value Rate Q2539338081 12/1970 E $25 $18.75 $121.26 $140.01 Q2527830000 12/1970 E 25 18.75 121.26 140.01 Q2527828971 11/1970 E 25 18.75 120.94 139.69 Q2527827874 11/1970 E 25 18.75 120.94 139.69 Q2527826862 10/1970 E 25 18.75 120.94 139.69 Q2527825785 10/1970 E 25 18.75 120.94 139.69 Q2514055717 09/1970 E 25 18.75 120.94 139.69 Q2514054683 09/1970 E 25 18.75 120.94 139.69 Q2514053625 08/1970 E 25 18.75 120.94 139.69 Q2514052588 08/1970 E 25 18.75 120.94 139.69 Q2514051525 08/1970 E 25 18.75 120.94 139.69 Q2514050443 07/1970 E 25 18.75 120.61 139.36 Q2494494400 07/1970 E 25 18.75 120.61 139.36 Q2494493331 06/1970 E 25 18.75 119.25 138.00 Q2494492317 06/1970 E 25 18.75 119.25 138.00 Q2494491257 05/1970 E 25 18.75 118.61 137.36 Q2494490220 05/1970 E 25 18.75 118.61 137.36 Q2481078198 04/1970 E 25 18.75 118.61 137.36 Q2481077126 04/1970 E 25 18.75 118.61 137.36 Q2481076107 03/1970 E 25 18.75 !18.61 137.36 Q2481075043 03/1970 E 25 18.75 118.61 137.36 Q2467064920 02/1970 E 25 18.75 118.59 137.34 Q2467063855 02/1970 E 25 18.75 118.59 137.34 Q2467062717 01/1970 E 25 18.75 118.25 137.00 Q2467061644 01/1970 E 25 18.75 118.25 137.00 Q2467060510 01/1970 E 25 18.75 118.25 137.00 ~ I Viewing Bonds 1-26 Issue Date I Next Accrual YTD In~ $0.0 Final Maturity 12/2000 12/2000 11/2000 11/2000 10/2000 10/2000 09/2000 09/2000 08/2000 08/2000 08/2000 07/2000 07/2000 06/2000 06/2000 05/2000 05/2000 04/2000 04/2000 03/2000 03/2000 02/2000 02/2000 01/2000 01/2000 01/2000 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11 / 16/2004 Savings Bond Calculator Page 1 of 2 109/2003 Savinc Series Denomination IE Bonds Serial Number I Issue Date I # Bonds Total Price Total Interest 26 $487.50 $2,800.48 Serial Number Issue Date Series Denom Q2610662903 12/1971 Q2610661801 12/1971 Q2610660698 11/1971 Q2610654625 11/1971 Q2598044539 10/1971 Q2598043458 10/1971 Q2598042365 09/1971 Q2598041264 09/1971 Q2598040209 08/1971 Q2597703101 08/1971 Q2553480052 07/1971 Q2553478940 07/1971 Q2553477855 07/1971 Q2553476777 06/1971 Q2553475706 06/1971 Q2564854659 05/1971 Q2564853606 05/1971 Q2564852531 04/1971 Q2564851517 04/1971 Q2564850441 03/1971 Q2564669430 03/1971 Q2547919359 02/1971 Q2547918304 02/1971 Q2547917262 01/1971 Q2547916207 01/1971 Q2547915162 01/1971 ~ [ Viewing Bonds 1-26 Issue Price Interest Value E $25 $18.75 $107.91 $126.66 E 25 18.75 107.91 126.66 E 25 18.75 107.61 126.36 E 25 18.75 107.61 126.36 E 25 18.75 107.61 126.36 E 25 18.75 107.61 126.36 E 25 18.75 107.61 126.36 E 25 18.75 107.61 126.36 E 25 18.75 107.61 126.36 E 25 18.75 107.61 126.36 E 25 18.75 107.31 126.06 E 25 18.75 107.31 126.06 E 25 18.75 107.31 126.06 E 25 18.75 108.20 126.95 E 25 18.75 108.20 126.95 E 25 18.75 107.85 126.60 E 25 18.75 107.85 126.60 E 25 18.75 107.85 126.60 E 25 18.75 107.85 126.60 E 25 18.75 107.85 126.60 E 25 18.75 107.85 126.60 E 25 18.75 107.85 126.60 E 25 18.75 107.85 126.60 E 25 18.75 107.55 126.30 E 25 18.75 107.55 126.30 E 25 18.75 107.55 126.30 Total Value $3,287.98 Interest Rate YTD ln~ $0.0 Next Final Accrual Maturity 12/2001 12/2001 11/2001 11/2001 10/2001 10/2001 09/2001 09/2001 08/2001 08/2001 07/2001 07/2001 07/2001 06/2001 06/2001 05/2001 05/2001 04/2001 04/2001 03/2001 03/2001 02/2001 02/2001 01/2001 01/2001 01/2001 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11 / 16/2004 Savings Bond Calculator Page 1 of 2 109/2003 I Updme I Savinc Series Denomination Serial Number I # Bonds Total Price 27 $506.25 Serial Number lssue Date Series Denom Q5056733428 12/1972 E $25 Q5056732303 12/1972 E 25 Q5056731171 12/1972 E 25 Q5056730031 11/1972 E 25 Q5037638894 11/1972 E 25 Q5037637773 10/1972 E 25 Q5037636670 10/1972 E 25 Q5037635547 09/1972 E 25 Q5037634429 09/1972 E 25 Q5037633315 08/1972 E 25 Q5020820200 08/1972 E 25 Q5020819100 07/1972 E 25 Q5020818015 07/1972 E 25 Q5020816873 07/1972 E 25 Q5020815731 06/1972 E 25 Q5004834601 06/1972 E 25 Q5004833485 05/1972 E 25 Q5004832380 05/1972 E 25 Q5004831283 04/1972 E 25 Q5004830145 04/1972 E 25 Q5004824025 03/1972 E 25 Q2611458935 03/1972 E 25 Q2611457826 02/1972 E 25 Q2611456722 02/1972 E 25 Q2611455619 01/1972 E 25 Q2611454535 01/1972 E 25 Q2610664473 01/1972 E 25 Viewing Bonds 1-27 Total Interest $2,926.65 Issue Price Interest Value $18.75 $109.58 $128.33 18.75 109.58 128.33 18.75 109.58 128.33 18.75 109.30 128.05 18.75 109.30 128.05 18.75 109.30 128.05 18.75 109.30 128.05 18.75 109.30 128.05 18.75 109.30 128.05 18.75 109.30 128.05 18.75 109.30 128.05 18.75 109.02 127.77 18.75 109.02 127.77 18.75 109.02 127.77 18.75 107.79 126.54 18.75 107.79 126.54 18.75 107.44 126.19 18.75 107.44 126.19 18.75 107.44 126.19 18.75 107.44 126.19 18.75 107.44 126.19 18.75 107.44 126.19 18.75 107.42 126.17 18.75 107.42 126.17 18.75 107.13 125.88 18.75 107.13 125.88 18.75 107.13 125.88 Issue Date I Total Value $3,432.90 Interest Rate YTD ln~ $0.0 Next Final Accrual Maturity 12/2002 12/2002 12/2002 11/2002 11/2002 10/2002 10/2002 09/2002 09/2002 08/2002 08/2002 07/2002 07/2002 07/2002 06/2002 06/2002 05/2002 05/2002 04/2002 04/2002 03/2002 03/2002 02/2002 02/2002 01/2002 01/2002 01/2002 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 2 [09/2003 Savin: Series Denomination Serial Number Bonds ~a $125 '-I I Issue Date # Bonds Total Price Total Interest Total Value 29 $712.50 $4,226.42 $4,938.9'2 Issue Interest Serial Number Issue Date Series Danom Price Interest Value Rate Q5146568903 12/1973 E $25 $18.75 $107.21 $125.96 4.00% Q5146567837 12/1973 E 25 18.75 107.21 125.96 4.00% Q5146566735 12/1973 E 25 18.75 107.21 125.96 4.00% Q5146565657 11/1973 E 25 18.75 112.15 130.90 4.00% Q5125677536 11/1973 E 25 18.75 112.15 130.90 4.00% Q5125676447 10/1973 E 25 18.75 112.15 130.90 4.00% Q5125675325 10/1973 E 25 18.75 112.15 130.90 4.00% Q5125674244 09/1973 E 25 18.75 113.01 131.76 Q5125673115 09/1973 E 25 18.75 113.01 131.76 Q5111109988 08/1973 E 25 18.75 112.99 131.74 Q5111108859 08/1973 E 25 18.75 112.99 131.74 Q5111107744 07/1973 E 25 18.75 112.71 131.46 Q5111106608 07/1973 E 25 18.75 112.71 131.46 Q5111099488 06/1973 E 25 18.75 111.45 130.20 Q5111098251 06/1973 E 25 18.75 111.45 130.20 Q5082001058 06/1973 E 25 18.75 111.45 130.20 Q5081999892 05/1973 E 25 18.75 111.14 129.89 Q5081998783 05/1973 E 25 18.75 111.14 129.89 Q5081997652 04/1973 E 25 18.75 111.14 129.89 Q5081996547 04/1973 E 25 18.75 111.14 129.89 Q5075680406 03/1973 E 25 18.75 111.14 129.89 Q5075679277 03/1973 E 25 18.75 111.14 129.89 Q5075678130 02/1973 E 25 18.75 111.14 129.89 Q5075677021 02/1973 E 25 18.75 111.14 129.89 Q5075675696 01/1973 E 25 18.75 110.81 129.56 Q5056734554 01/1973 E 25 18.75 110.81 129.56 C1008240187 03/1973 E 100 75.00 444.56 519.56 C1008240186 03/1973 E 100 75.00 444.56 519.56 YTD Iw $117. Next Final Accrual MatuHO 12/2003 12/2003 12/2003 12/2003 12/2003 12/2003 11/2003 11/2003 11/2003 11/2003 10/2003 10/2003 10/2003 10/2003 09/2003 09/2003 08/2003 08/2003 07/2003 07/2003 06/2003 06/2003 06/2003 05/2003 05/2003 04/2003 04/2003 03/2003 03/2003 02/2003 02/2003 01/2003 01/2003 03/2003 03/2003 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 2 09/2003 ~ Savinc Series Denomination JE Bonds ,,J $ ~'~[ Serial Number I Issue Date I # Bonds Total Price 26 $487.50 Serial Number Issue Date Series Denom Q5218326841 12/1974 E $25 Q5218325725 12/1974 E 25 Q5218324573 11/1974 E 25 Q5218323443 11/1974 E 25 Q5217914854 11/1974 E 25 Q5210065164 10/1974 E 25 Q5210064014 10/1974 E 25 Q5210062898 09/1974 E 25 Q5210061768 09/1974 E 25 Q5197908649 08/1974 E 25 Q5197907495 08/1974 E 25 Q5197906378 07/1974 E 25 Q5197905230 07/1974 E 25 Q5197904115 06/1974 E 25 Q5175221974 06/1974 E 25 Q5175220858 06/1974 E 25 Q5175219757 05/1974 E 25 Q5175218682 05/1974 E 25 Q5175217609 04/1974 E 25 Q5159945530 04/1974 E 25 Q5159944426 03/1974 E 25 Q5159943354 03/1974 E 25 Q5159942262 02/1974 E 25 Q5159941196 02/1974 E 25 Q5159940105 01/1974 E 25 Q5146570008 01/1974 E 25 ~ J Viewing Bonds 1-26 Total Intere~ T~al Value $2,753.44 $3,240.94 Issue In.rest Price Interest Value Ra~ $18.75 $105.25 $124.00 4.00% 18.75 105.25 124.00 4.00% 18.75 104.94 123.69 4.00% 18.75 104.94 123.69 4.00% 18.75 104.94 123.69 4.00% 18.75 103.77 122.52 4.00% 18.75 103.77 122.52 4.00% 18.75 106.22 124.97 4.00% 18.75 106.22 124.97 4.00% 18.75 106.22 124.97 4.00% 18.75 106.22 124.97 4.00% 18.75 106.22 124.97 4.00% 18.75 106.22 124.97 4.00% 18.75 106.22 124.97 4.00% 18.75 106.22 124.97 4.00% 18.75 106.22 124.97 4.00% 18.75 105.93 124.68 4.00% 18.75 105.93 124.68 4.00% 18.75 104.74 123.49 4.00% 18.75 104.74 123.49 4.00% 18.75 107.21 125.96 4.00% 18.75 107.21 125.96 4.00% 18.75 107.21 125.96 4.00% 18.75 107.21 125.96 4.00% 18.75 107.21 125.96 4.00% 18.75 107.21 125.96 4.00% YTD ln~ $92., Next Final Accrual Maturity 12/2003 12/2004 12/2003 12/2004 11/2003 11/2004 11/2003 11/2004 11/2003 11/2004 10/2003 10/2004 10/2003 10/2004 03/2004 09/2004 03/2004 09/2004 02/2004 08/2004 02/2004 08/2004 01/2004 07/2004 01/2004 07/2004 12/2003 06/2004 12/2003 06/2004 12/2003 06/2004 11/2003 05/2004 11/2003 05/2004 10/2003 04/2004 10/2003 04/2004 03/2004 03/2004 03/2004 03/2004 02/2004 02/2004 02/2004 02/2004 01/2004 01/2004 01/2004 01/2004 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 2 109/2003 Savinc Series Denomination Bonds ~l *~ # Bonds Total Price 26 $487.50 Serial Number Issue Date Series Denom Q6043425408 12/1975 E $25 Q6043424266 12/1975 E 25 Q6043423084 11/1975 E 25 Q6043421955 11/1975 E 25 Q6039918805 11/1975 E 25 Q6039917668 10/1975 E 25 Q6039916504 10/1975 E 25 Q6039915382 09/1975 E 25 Q6039914197 09/1975 E 25 Q6016194098 08/1975 E 25 Q6016192959 08/1975 E 25 Q6016190641 07/1975 E 25 Q6007021510 06/1975 E 25 Q6016191802 07/1975 E 25 Q6007020336 06/1975 E 25 Q6006574220 05/1975 E 25 Q6006573078 05/1975 E 25 Q5249452966 05/1975 E 25 Q5249451837 04/1975 E 25 Q5249450741 04/1975 E 25 Q5249449620 03/1975 E 25 Q5249448498 03/1975 E 25 Q5244192365 02/1975 E 25 Q5244190236 02/1975 E 25 Q5244189101 01/1975 E 25 Q5238562994 01/1975 E 25 Viewing Bonds 1-26 Serial Number Issue Date Total Interest Total Value YTD ln~ $2,702.36 $3,189.86 $91.~ lssue lnterest Next Final Price Interest Value Rate Accrual Maturity $18.75 $103.30 $122.05 4.00% 12/2003 12/2005 18.75 103.30 122.05 4.00% 12/2003 12/2005 18.75 103.03 121.78 4.00% 11/2003 11/2005 18.75 103.03 121.78 4.00% 11/2003 11/2005 18.75 103.03 121.78 4.00% 11/2003 11/2005 18.75 101.85 120.60 4.00% 10/2003 10/2005 18.75 101.85 120.60 4.00% 10/2003 10/2005 18.75 104.26 123.01 4.00% 03/2004 09/2005 18.75 104.26 123.01 4.00% 03/2004 09/2005 18.75 104.26 123.01 4.00% 02/2004 08/2005 18.75 104.26 123.01 4.00% 02/2004 08/2005 18.75 104.26 123.01 4.00% 01/2004 07/2005 18.75 104.26 123.01 4.00% 12/2003 06/2005 18.75 104.26 123.01 4.00% 01/2004 07/2005 18.75 104.26 123.01 4.00% 12/2003 06/2005 18.75 103.97 122.72 4.00% 11/2003 05/2005 18.75 103.97 122.72 4.00% 11/2003 05/2005 18.75 103.97 122.72 4.00% 11/2003 05/2005 18.75 102.80 121.55 4.00% 10/2003 04/2005 18.75 102.80 121.55 4.00% 10/2003 04/2005 18.75 105.23 123.98 4.00% 03/2004 03/2005 18.75 105.23 123.98 4.00% 03/2004 03/2005 18.75 105.23 123.98 4.00% 02/2004 02/2005 18.75 105.23 123.98 4.00% 02/2004 02/2005 18.75 105.23 123.98 4.00% 01/2004 01/2005 18.75 105.23 123.98 4.00% 01/2004 01/2005 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 2 109/2003 ~ ~ Savinc Series Denomination Serial Number Issue Date Bonds "1 $125 '1 I I # Bonds Total Price Total Interest Total Value YTD ln~ 26 $487.50 $2,651.03 $3,138.53 $89.: Issue Interest Next Final SeriaINumber IssueDete Series Dehorn Price Interest Value Rate Accrual Maturity Q6142294746 12/1976 E $25 $18.75 $101.42 $120.17 4.00% 12/2003 12/2006 Q6142293556 12/1976 E 25 18.75 101.42 120.17 4.00% 12/2003 12/2006 Q6142292326 11/1976 E 25 18.75 101.08 119.83 4.00% 11/2003 11/2006 Q6142291153 11/1976 E 25 18.75 101.08 119.83 4.00% 11/2003 11/2006 Q6120842915 10/1976 E 25 18.75 99.92 118.67 4.00% 10/2003 10/2006 Q6120841746 10/1976 E 25 18.75 99.92 118.67 4.00% 10/2003 10/2006 Q6112379577 10/1976 E 25 18.75 99.92 118.67 4.00% 10/2003 10/2006 Q6118861409 09/1976 E 25 18.75 102.30 121.05 4.00% 03/2004 09/2006 Q6118860212 09/1976 E 25 18.75 102.30 121.05 4.00% 03/2004 09/2006 Q6105239065 08/1976 E 25 18.75 102.30 121.05 4.00% 02/2004 08/2006 Q6105237874 08/1976 E 25 18.75 102.30 121.05 4.00% 02/2004 08/2006 Q6105236726 07/1976 E 25 18.75 102.30 121.05 4.00% 01/2004 07/2006 Q6105235561 07/1976 E 25 18.75 102.30 121.05 4.00% 01/2004 07/2006 Q6091177418 06/1976 E 25 18.75 102.32 121.07 4.00% 12/2003 06/2006 Q6091176261 06/1976 E 25 18.75 102.32 121.07 4.00% 12/2003 06/2006 Q6091175140 05/1976 E 25 18.75 102.05 120.80 4.00% 11/2003 05/2006 Q6091173963 05/1976 E 25 18.75 102.05 120.80 4.00% 11/2003 05/2006 Q6075707818 05/1976 E 25 18.75 102.05 120.80 4.00% 11/2003 05/2006 Q6075706666 04/1976 E 25 18.75 100.91 119.66 4.00% 10/2003 04/2006 Q6075705517 04/1976 E 25 18.75 100.91 119.66 4.00% 10/2003 04/2006 Q6075704340 03/1976 E 25 18.75 103.31 122.06 4.00% 03/2004 03/2006 Q6075703209 03/1976 E 25 18.75 103.31 122.06 4.00% 03/2004 03/2006 Q6056357006 02/1976 E 25 18.75 103.31 122.06 4.00% 02/2004 02/2006 Q6056355862 02/1976 E 25 18.75 103.31 122.06 4.00% 02/2004 02/2006 Q6056354690 01/1976 E 25 18.75 103.31 122.06 4.00% 01/2004 01/2006 Q6056353559 01/1976 E 25 18.75 103.31 122.06 4.00% 01/2004 01/2006 ~ [ Viewing Bonds 1-26 http://wwws.publicdebt.treas.gov/BC/SBCPriee 11/16/2004 Savings Bond Calculator Page 1 of 2 109/2003 I Updmte I Savinc Series Denomination IE [ onds "1 # Bonds Total Price 26 $487.5O Serial Number Issue Date Series Denom Q6223562355 12/1977 E $25 Q6223561148 12/1977 E 25 Q6204170968 11/1977 E 25 Q6204169775 11/1977 E 25 Q6204168535 10/1977 E 25 Q6204167339 10/1977 E 25 Q6204166079 10/1977 E 25 Q6191488905 09/1977 E 25 Q6191487694 09/1977 E 25 Q6191486482 08/1977 E 25 Q6191485198 08/1977 E 25 Q6182941983 07/1977 E 25 Q6182940729 07/1977 E 25 Q6182939494 06/1977 E 25 Q6182938246 06/1977 E 25 Q6169914019 05/1977 E 25 Q6169912779 05/1977 E 25 Q6169911614 04/1977 E 25 Q6169910380 04/1977 E 25 Q6155575188 04/1977 E 25 Q6155573961 03/1977 E 25 Q6155572770 03/1977 E 25 Q6155571566 02/1977 E 25 Q6150084404 02/1977 E 25 Q6150083173 01/1977 E 25 Q6150081952 01/1977 E 25 ~ [ Viewing Bonds 1-26 Serial Number Issue Date Total Interest Total Value YTD In, $2,558.56 $3,046.06 $87.~ Issue Inl~rest Next Final Price Interest Value Rate Accrual Maturity $18.75 $88.73 $107.48 4.00% 12/2003 12/2007 18.75 88.73 107.48 4.00% 12/2003 12/2007 18.75 88.43 107.18 4.00% 11/2003 11/2007 18.75 88.43 107.18 4.00% 11/2003 11/2007 18.75 98.12 116.87 4.00% 10/2003 10/2007 18.75 98.12 116.87 4.00% 10/2003 10/2007 18.75 98.12 116.87 4.00% 10/2003 10/2007 18.75 100.46 119.21 4.00% 03/2004 09/2007 18.75 100.46 119.21 4.00% 03/2004 09/2007 18.75 100.46 119.21 4.00% 02/2004 08/2007 18.75 100.46 119.21 4.00% 02/2004 08/2007 18.75 100.46 119.21 4.00% 01/2004 07/2007 18.75 100.46 119.21 4.00% 01/2004 07/2007 18.75 100.48 119.23 4.00% 12/2003 06/2007 18.75 100.48 119.23 4.00% 12/2003 06/2007 18.75 100.23 118.98 4.00% 11/2003 05/2007 18.75 100.23 118.98 4.00% 11/2003 05/2007 18.75 99.06 117.81 4.00% 10/2003 04/2007 18.75 99.06 117.81 4.00% 10/2003 04/2007 18.75 99.06 117.81 4.00% 10/2003 04/2007 18.75 101.42 120.17 4.00% 03/2004 03/2007 18.75 101.42 120.17 4.00% 03/2004 03/2007 18.75 101.42 120.17 4.00% 02/2004 02/2007 18.75 101.42 120.17 4.00% 02/2004 02/2007 18.75 101.42 120.17 4.00% 01/2004 01/2007 18.75 101.42 120.17 4.00% 01/2004 01/2007 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 §avings Igond Calculator 109/2003 Page 1 of 2 Savinc Series Denomination $12s _:1 Serial Number Issue Date I # Bonds Total Price Total Interest 38 $937.50 $3,938.75 Issue SerialNumber IssueDate Series Dehorn Price Q6291805553 12/1978 E $25 $18.75 Q6291804379 12/1978 E 25 18.75 Q6291803125 11/1978 E 25 18.75 Q6291478843 11/1978 E 25 18.75 Q6291477657 10/1978 E 25 18.75 Q6291476467 10/1978 E 25 18.75 Q6291475232 09/1978 E 25 18.75 Q6286434041 09/1978 E 25 18.75 Q6286432805 09/1978 E 25 18.75 Q6286431606 08/1978 E 25 18.75 Q6286430398 08/1978 E 25 18.75 Q6279345164 07/1978 E 25 18.75 Q6270803915 07/1978 E 25 18.75 Q6270802801 06/1978 E 25 18.75 Q6270801590 06/1978 E 25 18.75 Q6270800410 05/1978 E 25 18.75 Q6245594206 05/1978 E 25 18.75 Q6245593009 04/1978 E 25 18.75 Q6245591833 04/1978 E 25 18.75 Q6245590715 04/1978 E 25 18.75 Q6232510364 03/1978 E 25 18.75 Q6232509178 03/1978 E 25 18.75 Q6232507977 02/1978 E 25 18.75 Q6232506810 02/1978 E 25 18.75 Q6223564760 01/1978 E 25 18.75 Q6223563612 01/1978 E 25 18.75 L2106219772 03/1978 E 50 37.50 L2106219768 03/1978 E 50 37.50 Total Value YTD In, $4,876.25 $186. Interest Next Final Interest Value Rate Accrual Maturity $68.32 $87.07 4.00% 12/2003 12/2008 68.32 87.07 4.00% 12/2003 12/2008 68.09 86.84 4.00% 11/2003 11/2008 68.09 86.84 4.00% 11/2003 11/2008 67.27 86.02 4.00% 10/2003 10/2008 67.27 86.02 4.00% 10/2003 10/2008 69.00 87.75 4.00% 03/2004 09/2008 69.00 87.75 4.00% 03/2004 09/2008 69.00 87.75 4.00% 03/2004 09/2008 69.00 87.75 4.00% 02/2004 08/2008 69.00 87.75 4.00% 02/2004 08/2008 69.00 87.75 4.00% 01/2004 07/2008 69.00 87.75 4.00% 01/2004 07/2008 68.98 87.73 4.00% 12/2003 06/2008 68.98 87.73 4.00% 12/2003 06/2008 68.76 87.51 4.00% 11/2003 05/2008 68.76 87.51 4.00% 11/2003 05/2008 73.59 92.34 3.09% 10/2003 04/2008 73.59 92.34 3.09% 10/2003 04/2008 73.59 92.34 3.09% 10/2003 04/2008 75.01 93.76 2.51% 03/2004 03/2008 75.01 93.76 2.51% 03/2004 03/2008 88.73 107.48 4.00% 02/2004 02/2008 88.73 107.48 4.00% 02/2004 02/2008 88.73 107.48 4.00% 01/2004 01/2008 88.73 107.48 4.00% 01/2004 01/2008 150.02 187.52 2.51% 03/2004 03/2008 150.02 187.52 2.51% 03/2004 03/2008 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 2 Io9/2oo3 [Updm~ Savinc Series Denomination IE Bonos '_1 $l25 Serial Number Issue Date # Bonds Total Price Total Interest 26 $487.50 $1,754.46 Issue Serial Number Issue Date Series Denom Price Q6380710718 12/1979 E $25 $18.75 Q6380709920 12/1979 E 25 18.75 Q6380709079 11/1979 E 25 18.75 Q6380708261 11/1979 E 25 18.75 Q6368402101 10/1979 E 25 18.75 Q6368401559 10/1979 E 25 18.75 Q6368400703 09/1979 E 25 18.75 Q6357727789 09/1979 E 25 18.75 Q6357726870 09/1979 E 25 18.75 Q6357725997 08/1979 E 25 18.75 Q6357725035 08/1979 E 25 18.75 Q6349834119 07/1979 E 25 18.75 Q6349833146 07/1979 E 25 18.75 Q6349832141 06/1979 E 25 18.75 Q6349831114 06/1979 E 25 18.75 Q6349830095 05/1979 E 25 18.75 Q6326669004 05/1979 E 25 18.75 Q6326667898 04/1979 E 25 18.75 Q6326666716 04/1979 E 25 18.75 Q6326665632 03/1979 E 25 18.75 Q6312149491 03/1979 E 25 18.75 Q6312148391 03/1979 E 25 18.75 Q6312147179 02/1979 E 25 18.75 Q6312146014 02/1979 E 25 18.75 Q6291807949 01/1979 E 25 18.75 Q6291806754 01/1979 E 25 18.75 ~ I Viewing Bonds 1-26 Total Value YTD In1 $2,241.96 $67.~ Interest Next Final Interest Value Rate Accrual Maturity $66.76 $85.51 4.00% 12/2003 12/2009 66.76 85.51 4.00% 12/2003 12/2009 66.76 85.51 4.00% 11/2003 11/2009 66.76 85.51 4.00% 1t/2003 11/2009 65.96 84.71 4.00% 10/2003 10/2009 65.96 84.71 4.00% 10/2003 10/2009 67.66 86.41 4.00% 03/2004 09/2009 67.66 86.41 4.00% 03/2004 09/2009 67.66 86.41 4.00% 03/2004 09/2009 67.66 86.41 4.00% 02/2004 08/2009 67.66 86.41 4.00% 02/2004 08/2009 67.66 86.41 4.00% 01/2004 07/2009 67.66 86.41 4.00% 01/2004 07/2009 67.66 86.41 4.00% 12/2003 06/2009 67.66 86.41 4.00% 12/2003 06/2009 67.46 86.21 4.00% 11/2003 05/2009 67.46 86.21 4.00% 11/2003 05/2009 66.63 85.38 4.00% 10/2003 04/2009 66.63 85.38 4.00% 10/2003 04/2009 68.34 87.09 4.00% 03/2004 03/2009 68.34 87.09 4.00% 03/2004 03/2009 68.34 87.09 4.00% 03/2004 03/2009 68.34 87.09 4.00% 02/2004 02/2009 68.34 87.09 4.00% 02/2004 02/2009 68.34 87.09 4.00% 01/2004 01/2009 68.34 87.09 4.00% 01/2004 01/2009 http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 2 of 2 L2106219767 03/1978 E 50 37.50 150.02 L2106219766 02/1978 E 50 37.50 177.46 L2106219765 02/1978 E 50 37.50 177.46 L2106219763 02/1978 E 50 37.50 177.46 L2106219762 02/1978 E 50 37.50 177.46 L2070215677 01/1978 E 50 37.50 177.46 L2070215676 01/1978 E 50 37.50 177.46 L2098595512 01/1978 E 50 37.50 177.46 L2098595511 01/1978 E 50 37.50 177.46 L2098595505 01/1978 E 50 37.50 177.46 ~lView~g Bondsl-38 187.52 214.96 214.96 214.96 214.96 214.96 214.96 214.96 214.96 214.96 2.51% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 03/2004 03/2008 02/2004 02/2008 02/2004 02/2008 02/2004 02/2008 02/2004 02/2008 01/2004 01/2008 01/2004 01/2008 01/2004 01/2008 01/2004 01/2008 01/2004 01/2008 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator ~' ~' ~' ~- Submit Survey I ResetI http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 2 109/2003 Savinc Series I~ Bonds Denomination Serial Number Issue Date I # Bonds Total Price Total Interest 17 $506.25 $1,951.24 Issue Serial Number Issue Date Series Denom Price K14965545 12/1980 EE $75 $37.50 K14965101 11/1980 EE 75 37.50 K13237963 10/1980 EE 75 37.50 K13237553 09/1980 EE 75 37.50 K13237202 08/1980 EE 75 37.50 K13236929 08/1980 EE 75 37.50 K13236411 07/1980 EE 75 37.50 K5927321 06/1980 EE 75 37.50 K5925874 05/1980 EE 75 37.50 K5925475 04/1980 EE 75 37.50 Q6388338907 03/1980 E 25 18.75 Q6388338527 03/1980 E 25 18.75 Q6388338045 03/1980 E 25 18.75 Q6390364495 02/1980 E 25 18.75 Q6390363867 02/1980 E 25 18.75 Q6390363154 01/1980 E 25 18.75 Q6390362474 01/1980 E 25 18.75 ~ ] Viewing Bonds 1-17 Total Value YTD ln, $2,457.49 $74.~ Interest Next Final Interest Value Rate Accrual Maturity $133.50 $171.00 4.00% 12/2003 12/2010 133.50 171.00 4.00% 11/2003 11/2010 149.07 186.57 4.00% 10/2003 10/2010 152.82 190.32 4.00% 03/2004 09/2010 152.82 190.32 4.00% 02/2004 08/2010 152.82 190.32 4.00% 02/2004 08/2010 152.82 190.32 4.00% 01/2004 07/2010 152.82 190.32 4.00% 12/2003 06/2010 152.82 190.32 4.00% 11/2003 05/2010 150.93 188.43 4.00% 10/2003 04/2010 66.76 85.51 4.00% 03/2004 03/2010 66.76 85.51 4.00% 03/2004 03/2010 66.76 85.51 4.00% 03/2004 03/2010 66.76 85.51 4.00% 02/2004 02/2010 66.76 85.51 4.00% 02/2004 02/2010 66.76 85.51 4.00% 01/2004 01/2010 66.76 85.51 4.00% 01/2004 01/2010 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HI-I) Please rate this service. (Please print and/or save this page before submi~ng your survey) http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/l 6/2004 Savings Bond Calculator Page 1 of 1 109/2003 Savinc Series lEE Bonds Denomination $175 "1 Serial Number # Bonds Total Price Total Interest Total Value 13 $487.50 $1,628.22 $2,115.72 Issue Interest Serial Number Issue Date Series Denom Price Interest Value Rate K17002864 12/1981 EE $75 $37.50 $119.85 $157.35 4.00% K17002553 11/1981 EE 75 37.50 119.85 157.35 4.00% K17002284 10/1981 EE 75 37.50 119.85 157.35 4.00% K17002019 09/1981 EE 75 37.50 123.00 160.50 4.00% K15589223 08/1981 EE 75 37.50 123.00 160.50 4.00% K15588941 08/1981 EE 75 37.50 123.00 160.50 4.00% K15588619 07/1981 EE 75 37.50 123.00 160.50 4.00% K15588335 06/1981 EE 75 37.50 123.00 160.50 4.00% K15588074 05/1981 EE 75 37.50 123.00 160.50 4.00% K15587678 04/1981 EE 75 37.50 130.17 167.67 4.00% K14966554 03/1981 EE 75 37.50 133.50 171.00 4.00% K14966204 02/1981 EE 75 37.50 133.50 171.00 4.00% K14965889 01/1981 EE 75 37.50 133.50 171.00 4.00% Viewing Bonds 1-13 Issue Date I YTD In~ $63.: Next Final Accrual Maturity 12/2003 12/2011 11/2003 11/2011 10/2003 10/2011 03/2004 09/2011 02/2004 08/2011 02/2004 08/2011 01/2004 07/2011 12/2003 06/2011 11/2003 05/2011 10/2003 04/2011 03/2004 03/2011 02/2004 02/2011 01/2004 01/2011 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator C' (' (' C' Submit Survey I ResetI http://wwws.publicdebt.treas.gov/B C/SB CPrice 11/16/2004 ~3 Savings Bond Calculator Page 1 of 1 lo9/2oo3 I'~ ~ Savinc Series Denomination Serial Number lEE Bonds ~.~ $[75 -~ I # Bonds Total Price Total Interest Total Value 13 $487.50 $1,504.50 $1,992.00 Issue Interest Serial Number Issue Date Series Denom Price Interest Value Rate K34886486 12/1982 EE $75 $37.50 $106.83 $144.33 4.00% K33505391 11/1982 EE 75 37.50 106.83 144.33 4.00% K33505068 10/1982 EE 75 37.50 113.76 151.26 4.00% K33504762 09/1982 EE 75 37.50 116.79 154.29 4.00% K32969514 08/1982 EE 75 37.50 116.79 154.29 4.00% K32969279 07/1982 EE 75 37.50 116.79 154.29 4.00% K32968968 07/1982 EE 75 37.50 116.79 154.29 4.00% K32968629 06/1982 EE 75 37.50 116.79 154.29 4.00% K28571750 05/1982 EE 75 37.50 116.79 154.29 4.00% K28571586 04/1982 EE 75 37.50 116.79 154.29 4.00% K28571311 03/1982 EE 75 37.50 119.85 157.35 4.00% K28571063 02/1982 EE 75 37.50 119.85 157.35 4.00% K28545535 01/1982 EE 75 37.50 119.85 157.35 4.00% Viewing Bonds 1-13 Issue Date YTD In~ $603 Next Final Accrual Maturity 12/2003 12/2012 11/2003 11/2012 10/2003 10/2012 03/2004 09/2012 02/2004 08/2012 01/2004 07/2012 01/2004 07/2012 12/2003 06/2012 11/2003 05/2012 10/2003 04/2012 03/2004 03/2012 02/2004 02/2012 01/2004 01/2012 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator (' (' ¢' ~' Submit Survey http://wwws.publicdebt.treas.gov/BC/SBCPrice J Reset I 11/16/2004 Savings Bond Calculator Page 1 of 1 Savim Denomination Serial Number Issue Date # Bonds Total Price TotalInterest 13 $487.50 $1,183.29 Serial Number Issue Date Series Dehorn Price Interest K39616021 12/1983 EE $75 $37.50 $82.86 K38354668 11/1983 EE 75 37.50 82.86 K38335689 10/1983 EE 75 37.50 86.34 K34894352 09/1983 EE 75 37.50 88.20 K34166999 08/1983 EE 75 37.50 88.20 K34166690 07/1983 EE 75 37.50 88.20 K34166398 07/1983 EE 75 37.50 88.20 K34143003 06/1983 EE 75 37.50 88.20 K34142782 05/1983 EE 75 37.50 88.20 K34142504 04/1983 EE 75 37.50 93.18 K34134642 03/1983 EE 75 37.50 95.19 K34134348 02/1983 EE 75 37.50 106.83 K34886716 01/1983 EE 75 37.50 106.83 Viewing Bonds 1-13 Total Value YTD In $1,670.79 $47. Interest Next Final Value Rate Accrual Maturit $120.36 2.50% 12/2003 12/201 120.36 2.50% 11/2003 11/201 123.84 3.04% 10/2003 10/201 125.70 2.48% 03/2004 09/201 125.70 2.48% 02/2004 08/201 125.70 2.48% 01/2004 07/201 125.70 2.48% 01/2004 07/201 125.70 2.48% 12/2003 06/201 125.70 2.48% 11/2003 05/201 130.68 3.09% 10/2003 04/201 132.69 2.51% 03/2004 03/201 144.33 4.00% 02/2004 02/201 144.33 4.00% 01/2004 01/201 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HI-I) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator ~- (' ~- ~- http://wwws.publicdebt, treas.gov/BC/SBCPrice 11/19/04 Savings Bond Calculator Page 1 of 1 Io9/2oo3 Savinc Series Denomination lEE Bonds -_J $175 ~ # Bonds Total Price 13 $487.50 SerialNumber IssueDate Series Denom K43841452 12/1984 EE $75 K43355339 11/1984 EE 75 K43355108 10/1984 EE 75 K43501291 09/1984 EE 75 K43501054 08/1984 EE 75 K43354956 07/1984 EE 75 K34354766 06/1984 EE 75 K39637083 06/1984 EE 75 K39636823 05/1984 EE 75 K39636582 04/1984 EE 75 K39636353 03/1984 EE 75 K39636161 02/1984 EE 75 K39635912 01/1984 EE 75 Viewing Bonds 1-13 Serial Number Issue Date Total Interest Total Value YTD In~ $1,014.12 $1,501.62 $35.: Issue Interest Next Final Price Interest Value Rate Accrual Maturity $37.50 $72.21 $109.71 4.00% 12/2003 12/2014 37.50 72.21 109.71 4.00% 11/2003 11/2014 37.50 75.66 113.16 3.04% 10/2003 10/2014 37.50 77.40 114.90 2.88% 03/2004 09/2014 37.50 77.40 114.90 2.88% 02/2004 08/2014 37.50 77.40 114.90 2.88% 01/2004 07/2014 37.50 77.40 114.90 2.88% 12/2003 06/2014 37.50 77.40 114.90 2.88% 12/2003 06/2014 37.50 77.40 114.90 2.88% 11/2003 05/2014 37.50 81.06 118.56 3.05% 10/2003 04/2014 37.50 82.86 120.36 2.50% 03/2004 03/2014 37.50 82.86 120.36 2.50% 02/2004 02/2014 37.50 82.86 120.36 2.50% 01/2004 01/2014 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator ~' C' C' ~' Submit Survey I ResetI http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 Savings Bond Calculator Page 1 of 1 [09/2003 Savinc Series Denomination Serial Number Issue Date lEE Bonds .:J $175 -I I I # Bonds Total Price Total Interest Total Value YTD In~ 13 $487.50 $911.22 $1,398.72 $38., Issue Interest Next Final Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturity K51463120 12/1985 EE $75 $37.50 $67.95 $105.45 4.00% 12/2003 12/2015 K51462873 11/1985 EE 75 37.50 67.95 105.45 4.00% 11/2003 11/2015 K51457425 10/1985 EE 75 37.50 67.95 105.45 4.00% 10/2003 10/2015 K51457215 09/1985 EE 75 37.50 70.05 107.55 4.00% 03/2004 09/2015 K51242881 08/1985 EE 75 37.50 70.05 107.55 4.00% 02/2004 08/2015 K51242654 07/1985 EE 75 37.50 70.05 107.55 4.00% 01/2004 07/2015 K49769685 06/1985 EE 75 37.50 70.05 107.55 4.00% 12/2003 06/2015 K49769449 06/1985 EE 75 37.50 70.05 107.55 4.00% 12/2003 06/2015 K47438482 05/1985 EE 75 37.50 70.05 107.55 4.00% 11/2003 05/2015 K47425569 04/1985 EE 75 37.50 70.44 107.94 4.00% 10/2003 04/2015 K47425352 03/1985 EE 75 37.50 72.21 109.71 4.00% 03/2004 03/2015 K43841886 02/1985 EE 75 37.50 72.21 109.71 4.00% 02/2004 02/2015 K43841665 01/1985 EE 75 37.50 72.21 109.71 4.00% 01/2004 01/2015 Viewing Bonds 1-13 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please prfnt and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator ~' t' ~' ~* Submit Survey I ResetI http://wwws.publicdebt.treas.gov/BC/SBCPrice 11/16/2004 RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER · rE OF If an asset was made joint within ODS year of the dscsdsnt'a dab of death, il must be reperted on Schedule G. SURV~VING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH iTEM FOR JOINT MADE Include name of financial instltuden ~ bank a~z:e~t numbar or similar I~en~in9 number. At, ch DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held ~eat estate. VALUE OF ASSET ,INTEREST DECEDENT'S INTERE8 1. A. ~-I~-~ TOTAL (Also enter on line 6, Recapitulation) $ ,7. q~ ¥o more space is needed, insert additional sheets of the same size) Savings Bond Calculator Page 1 of 1 Savil Series I.EE.B~d~ Denomination Serial Number Issue Date # Bonds Total Price Total Interest 5 $25,000.00 $2,040.00 Serial Number Issue Date Series Denom X5662933EE 06/2001 X5662932EE 06/2001 X566293 lEE 06/2001 X5662930EE 06/2001 X5662929EE 06/2001 Price EE $10,000 $5,000.00 EE 10,000 5,000.00 EE I0,000 5,000.00 EE 10,000 5,000.00 EE 10,000 5,000.00 Interest Value $408.00 $5,408.00 408.00 5,408.00 408.00 5,408.00 408.00 5,408.00 408.00 5,408.00 Total Value YTD In $27,040.00 $700 Interest Next Final Rate Accrual Maturit 2.66% 10/2003 06/203 2.66% 10/2003 06/203 2.66% 10/2003 06/203 2.66% 10/2003 06/203 2.66% 10/2003 06/203 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HI-I) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator C' C' r c http://wwws.publicdebt, treas.gov/BC/SBCPrice 11/16/04 Savings Bond Calculator Page 1 of I 10v200a'"i Savin~ Series Denomination Serial Number Issue Date # Bonds 5 Serial Number Issue Date Series X5662938EE 06/2001 X5662937EE 06/2001 X5662936EE 06/2001 X5662935EE 06/2001 X5662934EE 06/2001 Total Price Total Interest Total Value $25,000.00 $2,040.00 $27,040.00 Issue Interest Dehorn Price Interest Value Rate EE $10,000 $5,000.00 $408.00 $5,408.00 2.66% EE 10,000 5,000.00 408.00 5,408.00 2.66% EE 10,000 5,000.00 408.00 5,408.00 2.66% EE 10,000 5,000.00 408.00 5,408.00 2.66% EE 10,000 5,000.00 408.00 5,408.00 2.66% YTD In $700 Next Final Accrual Maturit 10/2003 06/203 10/2003 06/203 10/2003 06/203 10/2003 06/203 10/2003 06/203 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator C C C' C http ://wwws.publicdebt.treas.gov/BC/SB CPrice 11/16/04 COMMONWEALTH OF PENNSYLVANI~ INHERITANCE TAX RETURN RESLDENT DECEDENT ATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. iTEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal ,%presentalJve's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Family Exemption: (if deeedent's address is not the same as cidimant's, attach explanation) Claimanl Zip Street Address Relationship of Claimant to Decedent Pmbata Fees Accountant's Fees Tax Return Preparer's Fees State __ Zip TOTAL (Also enter on line 9, Recapitulation) (if more space is needed, insert additional sheets of the same size) Margaret Mans 4613 Hampden Avenue 3ames R. G.ingrich Memorials 5243 Simpson Ferry Road I~lechanicsbur~, PA 17055 ('717') 766-5622 invoice 10/15/2004 Camp Hill, PA 17011 28439 5/17/2004 Walter- Margaret Mans Ron Colvin 2 Split Wing 1 Base 1 Statue 2 Vase 1 Sand Blast 1 Foundation Order Total: $6,000.00 Payments: $3,000.00 Balance Due: $3,000.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX{11 96J NO. CD 004742 MANS MARGARET R 4613 HAMPDEN AVENUE CAMP HILL, PA 17011-4034 fold ESTATE INFORMATION: SSN: 202~16-2407 FILE NUMBER: 2103-0801 DECEDENT NAME: MANS WALTER R DATE OF PAYMENT: 12/15/2004 POSTMARK DATE: 12/15/2004 COUNTY: CUMBERLAND DATE OF DEATH: 09/28/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 (;1,217.00 REMARKS: TOTAL AMOUNT PAID: $1,217.00 SEAL CHECK//1302 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIV1DUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANO ASSESSMENT OF TAX :21 02-14-2005 MANS 09-28-2003 21 03-0801 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN r..' JOHNN BISBANO JR STE 232 4811 JONESTOWN HBG *' REV-IS47EllAFPllZ-D4l WALTER R Allount Rellitted RD PA 17109 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =r!?;'f-lx..AF)--CB1-.-6!').-NoiTci.oF-tN'HEi-iflJrci-TAirl.pPRA.fsiM.€NT~.-A[tOQANCE.OR..---._...._- - ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MANS WALTER R FILE NO. 21 03-0801 ACN 101 DATE 02-14-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rat. (16) 17. Allount of Line 14 at Sibling rate (17] 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 451,525.00 X 00 = .00 454,103.00 X 045 = 20,435.00 .00 X 12 = .00 .00 X 15 = .00 (19)= 20,435.00 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule AJ (1) 2. Stocks and Bonds (Schedule 8) (2) 3. Closely Held stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets NO. 01 .00 85.781. 00 .00 .00 .00 27, 040.00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgaga Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subiect to Tax (9) (10) 6,000.00 .00 (11) (12) (13) 11~) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax paymant. 112,821.00 6 nnn nn 106,821. 00 .00 905,628.00 AX CREDITS: r..".". l+j AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-10-2003 CD003323 960.89 18,257.00 12-15-2004 CD004742 .00 1,211 .00 INTEREST IS CHARGED THROUGH 03-01-2005 TOTAL TAX CREDIT 20,434.89 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE .11 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 22.76 TOTAL DUE 22.87 ~. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A .'CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ( \ \' ~ - - , )".~', .0'- C'\ :~ ) " ~ - ~ - ~ -::. ~ "=- "=- ~ ~ \.- , ., \ \..- L" ','c, ':5 ~ ~ .... '"'l I,. {l) ,,', \' ..... N ~. '"'l \. \'. ,,.. ee ... Z ee >... .;;..I::J >-Z "'... Z> Z'" ..... ll. IL ILO o .... :J:Z ....... ..IX ee.... ..... 3ee Zll. 0'" :0:<> X o o '" ri" "'''' ,u- 1,...0 _"'. ',x:....IO "'''' ..."'.... , ...Z -wo,llJ '"', z: .z.a=.CtJ .4",0(/1 .... '" ..."'eIl .....eIl \Ll-~< ,::c:.c ~~~ ..... 0<'" lU ..i!! "I:'" l:!lt....~ O:i: z'" ell'" ~Q .... to '" <I) '" " '" .... ... z ~ '" 0 0 a~ 'g loot ~ ~ ~ t::: ~ ~ x ~ H;!,.-l<G: ,*w:i:o.. o ~i:~ ~ ~<;'.l~ <C ....XVl 1.1.1 D:Ol-l a::: ~,:(l~ i ~:r~ '" - - . '" . UJ .... . -l <t > 3 Ln C C N I <I' ... '" 'z N<t c:O: "'...'" ccz ",.,<t NC-l I ,''' .,,,,UJ NC'" I :0: ",...::> CNU :J: .... ee.. "'III ~<>! IL::> "'OZ>- .... .... ,III 4: w.... Z .~,~;:~ t:: 6 5 t:lu.lQl1.UC:C .. 0 .... .... Z ... :0: ~ 11. UJ .... Ul ... ::> :0: 0 III :J: ,i .. .... '" '" '" ... Z Ul ::>c <C -l 0.... -l u.... "'; '" .... ..I 3 0 <I' ~ U<t .. u. 0.. 0: >- 0 '" 0' <C Z III '" <t UJ .. ll. , UJ -l-l Q::I ..: .... "'''' t> Ul UJ.... ::>, ... .... "'-l Q' :J: (!) :0:'" >-: t> UJ ::><t .. '" UU III Q' ..: IL <C z: :0: 0' ... .... .. 0 11. .. III 3 0 -' Z ... <C' .... III .. .: "ll . .. ... ,~ . . .. ... .... c C , .... 0 ~ '" C ... .... ... <t 0.. '" '" ..., '" o z Z 3 <t 0 '" .... Ul '" .... UJ '" Z NQ Z"'..., N Z ... :c:w.....f.!) Ol--C:O~ ,Vl-.1":J: LI.I: Z' ...' -,' '" ... :J: .... .. Z Q -' <C .... ::> t> -) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV- 1 162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MANS MARGARET R 4613 HAMPDEN AVENUE CAMP Hill, PA 17011-4034 _nn_n fold ESTATE INFORMATION: SSN: 202-16-2407 FILE NUMBER: 2103-0801 DECEDENT NAME: MANS WALTER R DATE OF PAYMENT: 03/28/2005 POSTMARK DATE: 03/28/2005 COUNTY: CUMBERLAND DATE OF DEATH: 09/28/2003 NO. CD 005124 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $22.87 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 1351 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $22.87 GLENDA FARNER STRASBAUGH REGISTER OF WillS BUREAU OF INDIVIDUju.nr~.s>'-.~. r:~: ,{';- INHERITANCE TAX DlVISIOfrf.:"J,-,,' ,,__:":'i..i Ji,j[ PO BOX 280601 ." 1\" HARRISBURG PA 17lZ8~D6Dl r:-; COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I:NHERI:TANCE TAX STATEMENT OF ACCOUNT *' REV-16D7 EX AFP (03-05 200S HA Y 16 P 2: 41 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-09-2005 MANS 09-28-2003 21 03-0801 CUMBERLAND 101 Amount R_itted WALTER R CLERI< Of- ()PP!-l~~!'c; r( ! !PT JOHN N 1ti~,^!!lIt~':-'((~. ""6 STE 232 "." .., "" !" 4811 JoNESToWN RD HBG PA 17109 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper cred t to your account, sub.it the upper portion of this for. with your tax paYMent. CUT ALONG THIS LINE _~~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ............................... .......~........................................................................ REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF MANS THIS STATEHENT IS PROVIDED TO Al IS A SUHHARY OF THE PRINCIPAL T' A PROJECTED INTEREST FIGURE. WAL TER R FILE NO.21 03-0801 ACN 101 DATE 05-09-2005 ISE DF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW DUE, APPLICATION DF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, DATE OF LAST ASSESSMENT 0 RECORD ADJUSTMENT: 02-14-2005 PRINCIPAL TAX DUE: 20,435.00 PAYMENTS (TAX CREDITS): PAYMENT DATE 12-10-2003 12-15-2004 03-28-2005 RECEIPT NUMBER CD00332 CD00474 CD00512 DISCOUNT (+) INTEREST/PEN PAID (-) 960.89 .00 22.76- AMOUNT PAID 18,257.00 1,217.00 22.87 TOTAL TAX CREDIT '<" IF PAID AFTER THIS DATE, S E REVERSE SIDE FOR CALCULATION OF AD ITIONAL INTEREST. TOTAL DUE 20,435.00 .00 .00 .00 BALANCE OF TAX DUE INTEREST AND PEN. I IF TOTAL DUE IS LESS THAN 1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED S A "CREDIT" ICRJ, YOU HAY BE DUE A REFUND. S E REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J ~ Date of Death: STATUS REPORT UNDER RULE 6.12 WAL T~~ r<. t'\A,J S $iP-r~J"\I?>'E~ 2<1) ;1003 Name of Decedent: Will No.: ..21- ~oe3"- go J Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes Qg No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 5{l b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Y es ~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this report. Date: .t/itI",. ~i-$~;-.u Sign e -=r I'\Arzr;,A(l..i.T ~. fl1AI\IS Name lf~ 13 ~A-M pDi N A \/'E. CA"'" c1 H H..t.. P A J 70 t\ I Address C'; '717 - 73'1 - }If '3 0 Telephone No. Capacity: ~ Personal Representative o Counsel for personal representative @ Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 8/30/2005 MANS MARGARET R 4613 HAMPDEN AVENUE CAMP HILLI PA 17011-4034 RE: Estate of MANS WALTER R File Number: 2003-00801 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsel, within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/28/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI ~L~~ f" / ,I GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge (!;Q