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HomeMy WebLinkAbout04-02-11 (2)1505610143 REV-1500 ~`(°'-'°''~ PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes ov~irrrsrtor~~ ~~Y Cods Year F'~b Ni.nbar PO Box.26oso~ INHERITANCE TAX RETURN 21 11 0095 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 191 20 0294 O1 05 2011 02 17 1922 Decedent's Last Name Suffix Dec:ederrt's First Name ~~ MI EI40GENE W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Sodas Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW X^ 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. ~~ d ~i~i ~ 5. Federal Estate Tax Return Required © 8' (ACop ~vwi Qx T• ~,'~~ia living Trus< ~ 8. Total Number of Safe Deposit Boxes ~• Litigation Proceeds Received ~ 10. ~ P~~re~d t~-dla~of deem ~ 11. Election to tax under Sec. 9113(A) (Attach Sdf. O) CORRESPONDENT .THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULt'1rBE DIRECTED TO: Name Daytime T elephone Number JESSICA L FISHER 717 697 ~~23 ,,., °~,, First Iine of address 555 GETTYSBURG PIKE Second Ilne of address 3TE 0100 City or Post Office ME~FIANICSBURG ~,,, ~~ ; REGISTER OF E ~ ~ ~. ~ C7 ~~ i ~ _ ~-t C- C7 i-r "Y ~' _ 'Q ~~ DATE FILED State ZIP Code PA 17055 Corraspcmdertt's e-mail address: jessica~keystoneslderlaw.com @ n~ctar~perjury, I declare that 1 have examined this return, inducting ac:cornp®ny~ schedules and statements, and to the best of oompkte. Dsderation of preparer other than the personal represent ~ based on all information of whk91 preparer I~ aknaMa ~. belief, .u~sn 7i~~ J. Avonells Whitacre Side 1 L 150561D143 1505610143 'L J~ 555 Gettysburg Plke, STE C100, Mechanicsburg, PA 17055 J 1505610243 REV-1500 EX Decedent's Social Security Number °'°'s"~~ Truxal, Emogene W. 191 20 0294 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 18 9, 5 0 0. 0 0 2. Stocks and Bonds (schedule B) ............................................................................. 2. 92 6 , 4 9 9.31 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)......... 4. Mortgages 8 Notes Receivable (Schedule D) ........................................................ 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 7. Inter-Vrvos Transfers 8 Miscellaneous -Probate Property (Schedule G) ~ Separate Billing Requested............ 8. Total Gross Assets (total Lines 1-7) ..................................................................... 3. 4. 5. 6. 7, 8. 313 , 833.42 65,050.07 1 , 5 94 , 882.80 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... 9. 7 9 , 511..41 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............................. 10. 1 , 2 68.51 11. Total Deductions (total Lines 9 8 10) ................................................................... 11. 8 0 , 7 7 9.92 12. Net Value of Estab (Line 8 minus Line 11) .................................. .... . ................... 12, 1 514 102 88 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which , , . an election to tax has not been made (Schedule J) ............................................... 13. 1 , 42 6 , 602.8 8 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. 8 7 , 5 0 0 . 0 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0. 0 0 16. 0. 0 0 17. Amount of Line 14 taxable at sibling rate X .12 10 , 0 0 0.0 0 17. 1, 2 0 0.0 0 18. Amount of Line 14 taxable at collateral rate x .15 7 7 , 5 0 0.0 0 18. 11, 62 5.0 0 1s. Tax Due .................................................................................................................. 1s. 12,825.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 L 1505610243 1505610243 REV 1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Truxal, Emogene W. STREETADDRESS 215 E. Hglcrest Drive clrY Carlisle File Number 21-11-0095 STATE ZIP PA 17013 Tax Payments and Ciredits: 1. Tax Due (Page 2, Line 19) (1) 12,825.00 2. Credits/Paymerrts A. Prior Payments 12,183.45 B. Discount 641.25 Total Credits (A + B) (2) 12,824.70 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line ZO 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) 0.30 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 .................... . .......................................................................................... x d. receive the promise for life of either payments, benefits or care? ............................................................ 2. If death occurred after December 12, 1982, did decedent transfer x receivi a Property within one year of death without ^ ng dequate consideration? .................................................................................................................... 3. Did decedent own an `in trust for" or payable upon death bank account or security at his or her death?....... ^ Q 4. Did decedent own an Individual Retirement Account, annuity, or other non rotate ro contains a beneficiary designation? .................... "P P party which ^ ^ .............................................................................................. IF THE MlSYVEIt TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A3 PART OF THE RETURN, For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent (72 P.S. §9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent p2 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 diaGosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased chik121 yyears of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. • The tax rate unposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) (72 P.S. §9116 (a) (1)). • sibling ~s d~efi~~ usndern~ron 9102, as a ind qua/who has a least oneepardent in s~ mon wdh t~h dn~ent wMtlhler by blood~or adoption. Rw-160Y D(+ (~ ~.eg~ ~-T-+aFnVANIA eeteRrru~ r~x -tas~oFxroECeo~r SCHEDULE A REAL ESTATE t1 t-ATE OF W. ILE NUMBER 21-11-0095 All real Pr~Y ownW solely o~r8 iarqs a ter-ant in conrrron must be nportW at fair market value. Fair market vah~e is defined w the party exehsnged t~ehreen a vdryirgwevwh which is JWMlrownea w n O0"~isd to nuy or aeil, Notl, hevinp n.aasionable kr,owledpe~the~'raiwarnpr°facte. would ee R~ Apht of survlvorahip rtwst lfe tlfscloaed on schedule F. Attach a copy of tM setgernsnt sheet ft the property has been solo krclude a copy of the deed •h~n0 dacarNnPs IMerast H owned as tsrrant in cornrnon. ITEM NUMBER ' DESCRIPTION VALUE AT OATS OF DEATH 1 215 Fist Hillcrest Drive Carlisle, PA 17013 189,500.00 TOTAL (Also enter on Line 1, Recapitulation) I 189,500 00 (If more space is needed, addifional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) Rev-1605 EX+18-YS) CAAe~MiE1LrH oR ~sn_V~ww ne~ewr~ vuc RESroerroECeoErrr SCI~IEDULE B STOCKS ~ BONDS ESTATE OF W. ai wowrtr toimy-owned wNh sync or survn,orshlp muse M ~asdoesd on Schedwe F. !LE N--_ 21-11-0085 ITEM CUSIP NUMBER NUMBER DESCRIPTION UNIT VALUE 1 25459L106 248 shares of Directv Group inc -Com 41.4 2 Z7826H800 14,822.24 shaves of Eaton Vance Investment Trust - PA Ltd 8 600 Mat B . 3 354723801 14,451.64 shares of Franklin Tax Free Trust - PA Tax Free 9 870 Income A . 4 360802102 6,Ogg,257 shares of Fundamental Investors Inc 37.0400001 5 779570100 T. Rowe Price New Income Fund (PRCIX) 6 922031307 1,868.698 shares of Vanguard Fixed Income Securities Fund 10 69 - GNMA Portfolio . 7 92204L302 11,988.982 shares of Vanguard PA Tax Exempt Fund -Long 10 74 Taxex Adm . 8 Vanguard through date of death accrued interest 9 92343V104 216 shares of Verizon Communications -Com 37.67 10 100 U.S. Savings Bonds TOTAL (Also enter on Line 2, Recapitulation) (K more space is needed, additlonal pages of the same size) CopY~9~ (c) 2002 form software only The Lackner Group, Inc. VALUE AT DATE OF DEATH 10.184.40 128,331.26 142.637.69 225,805.36 57,047.88 17,838.38 128,761.67 82.37 8,138.72 207,673.60 I 826.499.31 Forth PA-1500 Schedub B (Rev. 8-98) Rw-160! Dr+ (6-Y6) coesta+wean~+oF vEwosv~vuru R~ Tex rtettraN AeeroorroECeoenrr ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ILE NUMBER 21-11afA9R ~nch,de M~eproceeds a r • and ab dare hie proceeds were reoa~v.r bbyy hie ,tee. ~ ProPMY 1~ndy~oYrnsd ~ rfyht o/ suMvorship nwst be disdoeedon schedule F. ITEM NUMBER DESCRIPTION 1 Sovereign Bank account number xxxxxx3815 2 Sovereign Bank acct no. x~ocxxx4476 3 Sovereign Bank acct no. xxxxxx8623 4 Sovereign Bank acct no. xxxxxx9818 5 2003 Pontiac Sunfire Coupe 2D sale -10,174 miles, Sold For;5100 6 Additional Personal Property sold at auction by Rowe- violin and china doll 7 Family Piano, not a known brand 8 .Miscellaneous Personal Property Sold At Auction By Rowe's Auction Service 9 2010 Personal Federal Income Tax Refund 10 2010 Personal State Income Tax Refund 11 2011 Fiduciary Tax Refund 12 Highmark Health Insurance Premium Refund 13 Alflanz Annuity Cash Surrender Value XXX)CX-0821 14 Allianz Annuity Cash Surrender value 7000XXX0822 15 Lafayette Annuity Policy 18 Met Life IRA VALUE AT DATE OF DEATH A 2,772.32 1,884.47 82,248.15 27,711.99 5,100.00 1,480.00 400.00 3.924.50 140.00 128.00 782.00 521.87 58,798.11 113,255.21 28.945.55 7,645.25 TOTAL (Also enter on Line 5. Recapitulation) I 313,833.42 (h more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rw-1610 Dr+ (6~6) orwtor~xrtt of PErtr~envANN er+sletr~NCe rAx Iet~loear oEt:EOt:Nr SCHEDULE C INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Truxal Em ene W. FILE NUMBER 21-11-0095 This schedule mist be completed and filed N the answer to any of questions 1 throu0h 4 on the reverse side or the REV-1500 COVER SHEET is yea. ,ITEM DESCRIPTION OF PROPERTY NUMBER q~UD~NAI~ ~ E THEMt RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION THE Gnt ~ ~ TRANSFER. A ACIi A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET I~REST IF gppLIC TAXABLE 1 . ABLEj Allianz Annuity Forwarded to UCC VALUE 100.861.47 100.861.47 2 Allianz Life Annuity 7,725.22 7.725.22 3 ING Annuity 117853 Forwarded to UCC 12,889.55 12,889.55 4 ING Annuity 133714 Forwarded to UCC 13.310.31 13,310.31 5 ING Annuity 133715 Forwarded to UCC 30,149.14 30.149.14 6 Public School Employees' Retirement System Death 114.38 Pension 114.38 TOTAL (Also enter on Line 7. Recapitulation) 165 050 07 (K more space is needed, additlonal pages or the same size) Copyright (c) 2002 form software ony The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1161 EX~ (10.08) cod 1~~~~~ww i ESTATE OF W. SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COST FILE NUMBER 21 _11.OeAs Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION A. FUNERAL EXPENSES: AMOUNT See continuation schedule(s) attached I 6,447.57 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) J. Avoneile Whitacre Street Address 120 West Willow Street City Carlisle State PA Zio 17013 Yearfs) Commission oaid 10,000.00 2. Attomev's Fees Keystone Elder Law P.C. 45,71400 3. Famiy Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address COY State Zio Relationship of Claimant to Decedent 4. Probate Fees 199.50 5. Accountant's Fees 1,480.00 6. Tax Retum Preparer's Fees 7. Other Administrative Costs 15,660.34 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) T9 511.41 Copyright (c) 2009 form software ony The Lackner Group, Ina ' Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF W. ILE NUMBER 21-11-0085 ITEM NUMBER DESCRIPTION AMOUNT. Fun erai ~c 1 --_ E i2SII$~$ Dickinson College Food Service for Memorial of Emogene Truxal 1,449.80 2 Dr. Rodney Caldwell - 3 hotel rooms for Memorial Concert For Emogene Truxal 350.22 3 First United Church of Christ for memorial concert of Emogene Truxai -Food 5443.94, Janitorfa15100.00 543.84 4 Hoffman-Roth Funeral Home 2,603.61 5 Susquehanna University Choral Activities: Memorial Concert for Emogene Truxal 1.500.00 H-A 6,447.57 8 Qther Adminis rs ive Costs Century Link Phone Utility 34.67 7 Century Link Phone Utility 32.70 8 Century Link Phone Utility 33.78 8 Century Link Phone Utility 25.20 10 Century Link Phone Utility 25.20 11 Century Link Phone Utility 34.20 12 Century Link Phone Utility 33.47 13 Donegal Insurance Group- Home Owners Insurance Renewal for the estate real est t a e 710.00 CoPYd9~ (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF W. ILE NUMBER 21-11-0095 ITEM NUMBER DESCRIPTION AMOUNT 14 Expenses of R ' owe s Auction Service for Personal Property 1.713.57 15 GB-0il Tank Inspection for real estate heating 47.01 16 Jamie Gardner- Cleaning Service for the real estate 100.00 17 Jerry Morelock-Mulch and delivery/ maintenance of real estate 42.40 18 Jim Shughart- April S May Lawn care for estate real estate maintenance 250.00 18 Jim Shughart-June and July Lawn care for estate real estate maintenance 450.00 20 Jim Shughart- Lawn Service- for estate real estate maintenance 300.00 21 Jim Shughart- Lawn Service- for estate real estate maintenance 300.00 22 Lowe's - air conditioner cover for real estate 16.72 23 North Middleton Authority- Water & Sewer Utility bill for real estate 82.30 24 North Middleton Authority- Water 8 Sewer Utility bill for real estate 82.40 25 North Middleton Authority: Water ~ Sewer Bill for estate real estate 82.30 26 North Middleton Authority: Water & Sewer Bill for estate real estate 82.20 27 North Middleton Authority: Water ~ Sewer Bill for estate real estate 82.30 28 North Middleton Authority: Water S Sewer Bill for estate real estate 82.30 29 North Middleton Authority: Water 8 Sewer Bill for estate real estate 82.30 30 Oil Tank removal for estate real estate 2.445.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCI~IEDULE N FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF W. FILE NUMBER 21-11.A095 ITEM NUMBER DESCRIPTION AMOUNT 31 PPL Electri Utiliti c es bill for February 93.91 32 PPL Electric Utilities bill for January 2012 30.54 33 PPL Electric Utilities bail for Juty 41.79 34 PPL ElecMc Utilities bill for June 2011 78.47 35 PPL Electric Utilities bill for November 2011 25.91 36 PPL Electric Utilities bill for October 2011 34.74 37 PPL Electric Utility- additional amount owed for March 2011 12.46 38 PPL ElecMc Utility- April 2011 bill 23.00 39 PPL Electric Utility bill for December 29.85 40 PPL Electric Utility- February 2012 Electric Utllity 27.08 41 PPL Electric Utility for August 2011 142.37 42 PPL Electric Utility for January 2011 52.61 43 PPL Electric Utility for March 39.54 44 PPL Electric Utility for May 36.43 45 PPL Electric Utility for September 2011 119.60 46 Robin 3ollenberger, Tax Collector - Reai Estate Taxes 529.06 47 Robin Sollenberger, Tax Collector -North Middleton Taxe s 9.80 Copyright (c) 2002 form software only The Lackner Group, Inc. Forth PA-1600 Schedule H (Rev. 6.98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF W. --~_ LE NUMBER 21-11-0095 ITEM NUMBER DESCRIPTION AMOUNT 48 Robin Sollenb T erger, ax Collector -Property 8 School Taxes 2.242.16 49 Rowe Public Auctioneer's commission from the additional personal property sold at aucti on- viofin and doll 518.00 50 Shipley Energy for Oil Tank replacement for estate real estate maintenance 2.075.00 51 Shipley Energy oil bill-estate real estate maintenanc e 40.38 52 Shipley Oil Delivery- estate real estate maintenance 212.06 53 Shipley Oil -Heat Utility Biil 965.68 54 Sovereign Bank Banking Fee 20.00 55 Sovereign Bank fee 15.00 56 Terminex- Exterminator for the real estate 82.68 57 Travelers Indemnity 8 Affiliates (Auto Insurance) 906.00 58 LISPS- stamps for mailing payments for bills 44.10 58 York Waste Disposal- real estate maintenance 42.00 H-BT 15,660.34 Copyright (c) 2002 form software only The Lackner Group, Ina Form PA-1500 Schedule H (Rev. 6-98) Rw-7612 EX+(~2-ea) cowrronwEU.rn of aEw+svwa~ r++fl4rr~r~xR~N ~ato~roECmExr scHEOU~e ~ DEBTS OF DECEDENT MORTGAGE LIABILITIES, & LIENS Ca1A1C VF' W. FILE NUMBER 21-11-0095 ~ d.bes a ey u» a.~:.a.M r~ a asw, a,.~ r.m,i,,.d un~.w n n» a,~. a ITEM ~. meiuain~ unnimbi.,.d mwiw sxpwgw, NUMBER DESCRIPTION VALUE AT DATE of DEATfI 1 Continuing Care Prescription Drugs Final Co-pay 16.18 2 Cumberland Crossing Final Nursing Care bill (Medical Bill) 1.109.15 3 Daryl K. Guistwite, D.O. Doctor/medical debt/bill 143.18 TOTAL (Also enter on Line 10, Recapitulation) I 1 268 51 (If more space ~s needed, addfional pages of the same s¢e) , Copyright (c) 2009 form software ony The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1813 EX+ (11.08) ~°""+~s~~n~~-Y~Na ESTAtE OF ~ ruxay Emo ene W. NUMBER PERSON(S) RECEIVIDNG PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 1 Alice Fox 318 Smith Street Jersey Shore, PA 17740 2 Kathy .Fox 248 Rear Locust Street Jersey Shore, PA 17740 3 Drucis Home 1023 Bevlyn Road, Route 14 Box 177 Anderson, SC 29621 4 Jill Kahlentierg 3714 St. George Circle Doylestown, PA 18901 5 Kurt Mitman 362 Carmen Drive Collegeville, PA 19426 See continuation schedule attached II. SCHEDULE J BENEFICIARIES 10,000.00 Continuation ---- ~' ..NU,v~uvns snows aDOVe on lines 15 thro h 18 on Rev 1500 coyer sheet as a r Nd-tAXABLE DISTRtBUTIONS: SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Dayton, Pennsylvania History Society 2 Jacob R. and Emogene Truxal Fund 3 Daniel C. and Olive Whitacre Memorial Fund ~..R t ~t - crv i CK 1 V SAL NON-TAXAB COpyn9M (c) 2~9 form software only The Lackner Group, Inc. 2,500.00 25,000.00 5,000.00 2,500.00 42,500.00 87,500.00 2s,~o.oo 1,193,929.28 207,673.60 FILE NUMBER 21-11-0095 RELATIONSHIP TO SHARE OF ESTATE MOUI DECEDENT Do Not t.s r....~.. (WOrdS) ~ OF ESTATE (ua~ Friend Friend Niece Friend Friend Form PA-1800 Schedule J (Rev. 11-08) SCHEDULE J BENEFICIARIES (Part 1, Taxable Distributions) ;STATE OF: Emogene W. Truxal 01/05/2011 191-20-0294 Itsm Name and Address of person(s) umber Receiving Property 6 Loci Mibnan 362 Carmen Drive Collegeville, PA .19426 7 Jason Smith 262 West North Street Carlisle, PA 17013 8 Sandra Trimble 2905 Cobbs Way Anderson, SC 29621-4258 9 J. Avonelle Whitacre 120 W. Willow 3tr+est Carlisle, PA 17013 10 J. Avonelle Whitacre, Trustee 120 W.1MIlow Street Carlisle, PA 17013 Friend Friend Niece Sister Tnistee Share of Estate Amount of Estate (_~) 2.500.00 5.000.00 25.000.00 10,000.00 Total =~~ ~ M 1