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Home My WebLink About04-05-121505610105 REV-1500 EX (oz-ii) (FI) 1 ~] PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes oEP.A,~E~,o~ INHERITANCE TAJC RETURN County Code Year File Number PO BOX 280601 Harrisbur , PA i iz8-0601 RESIDENT DECEDENT ~'~ '~' g ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 168-24-2983 07/05/2011 01 /30/1929 Decedent's Last Name Suffix Decedent's First Name MI FISHEL MARGARET E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe De osit Boxes (Attach Copy of Will) (Attach Copy of Trust.) p O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number PAMELA K. FRAZIER, EXEC. First Line of Address 4695 SEARS RUN DR. Second Line of Address City or Post Office MECHANICSBURG Correspondent's a-mail address: ~aZfneCh@f1etSCap@.n@f (717) 763-0441 REGISTER OF WILLS USE-ONLY ~~ , _ -; ~ 1-~ ~ ,J `~ _ C7 _ - -`' c.~ =,_ _ ~_ ~ r _7 , „ ._, - _- .; , .. ~~~~ ~_ ` _ _ ~ . _~; State ZIP Code l _ DATE~ILED ~-3 ~ t-!'? PA 17050 - r: , Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA~E OF PERSON R SPONSIB FOR FILING•RETUR ~ ~- ~~-C~-~ /~„~iCL~C~'t' ~~'Y/ DATE 04/04/2012 ADDRESS 4695 SEARS RUN DR, MECHANICSBURG, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 ___I 1505610205 REV-1500 EX (FI) Decedent's Social Security Number decedent's Name: MARGARET E. FISHEL 168-24-2983 RECAPITULATION 1. Real Estate (Schedule A) ........... .............................. .... 1. 130,000.00 2. Stocks and Bonds (Schedule B) ...... ............................. .... 2. 46,376.69 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ .. . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 348,055.06 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... 7 ... 6. 252 17 81 . Inter-Vivos Transfers & Miscellaneous Non-Probate Property . , (Schedule G) O Separate Billing Requested..... ... 7. 29,637.96 8. Total Gross Assets (total Lines 1 through 7) ................ .......... ... 8. 571,322.52 9. Funeral Expenses and Administrative Costs (Schedule H) ..... . " 9 '•~••••~ . ~~~ 27,885.99 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ... 10 ......... ... . 1,191.18 11. Total Deductions (total Lines 9 and 10) ... ........................... ... 11. 29,077.17 12. Net Value of Estate (Line 8 minus Line 11) ... .. . ...................... 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ..12. 542,245.35 an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........... ........... ..14. 542,245.35 TAX CALCULATION -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 .0_ 16. Amount of Line 14 taxable 15. at lineal rate X .0 45 24,401.04 16. 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 18 19. TAX DUE ........................................................ .19. 24,401.04 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1502 EX+ (11-08) J~ Pennsylvania SCHEDULE A w DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER MARGARET E. FISHEL 21-11-0788 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 4605 SEARS RUN DR., MECHANICSBURG, PA 17050 I 130,000.00 TOTAL (Also enter on Line 1, Recapitulation,) ~ $ 130,000.00 If more space is needed, insert additional sheets of the same size. REV-a.5o8 EX+ (ii-io) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARGARET E. FISHEL 21-11-0788 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2004 MERCURY SABLE, VIN #1MEHM55544A616913 8,115.00 2. AMERICHOICE FCU SR SHARES A/C #34571-01 27 26 2175 BUMBLE BEE HOLLOW RD, MECHANICSBURG, PA 17055 3. MEMBERS 1ST FCU CKG AIC #124053-11 5,115.76 5000 LOUISE DR, P. 0. BOX 40, MECHANICSBURG, PA 17055 4. MEMBERS 1ST FCU SVGS A/C #124053-00 4,812.27 5. MEMBERS 1ST FCU MONEY MGMT AIC #124053-05 21,381.05 6, MEMBERS 1ST FCU CD #44 A/C #124053-44 17,898.52 7. MEMBERS 1ST FCU CD #45 AIC #124053-45 3,574.79 g. MEMBERS 1ST FCU CD #54 AIC #124053-54 19,415.49 g. MEMBERS 1ST FCU CD #63 AIC #124053-63 18,324.97 10. MEMBERS 1ST FCU CD #64 AIC #124053-64 3,249.59 11. MEMBERS 1ST FCU CD #65 AIC #124053-65 23,543.15 12. MEMBERS 1ST FCU CD #67 A/C #124053-67 3,647.25 13. MEMBERS 1ST FCU CD #71 AIC #124053-71 3,238.67 14. MEMBERS 1ST FCU CD #72 AIC #124053-72 14,718.10 15. MEMBERS 1ST FCU CD #73 A/C #124053-73 16,273.69 16. MEMBERS 1ST FCU CD #74 AIC #124053-74 18,863.63 17, MEMBERS 1ST FCU CD #75 AIC #124053-75 19,777.85 1 g, PSECU REG SHARES A/C #8690762193-01 380.64 P. 0. BOX 67013, HARRISBURG, PA 17106-7013 1 g, PSECU CKG SHARES A/C #8690762193-04 482.68 20, PSECU CD #51 AIC #8690762193-51 15,943.68 21. PSECU CD #53 AIC #8690762193-53 39,529.96 CONTINUED ON PAGE 2 TOTAL (Also enter on Line 5, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size REV-1508 EX+ (u-io) ~`~i pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC INHERITANCE TAX RETURN RESIDENT DECEDENT . PERSONAL PROPERTY ESTATE OF: FILE NUMBER: MARGARET E. FISHEL 21-11-0788 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F, ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. CONTINUED FROM PAGE 1 22. SCOTTRADE - BK DEP PGM BAL AIC #32740593 2,229.16 4635 HIGH POINTE BLVD, STE 83, HBG, PA 17111 23. SOVEREIGN BANK -THE SOVEREIGN ONE A/C #2471710549 11,082.45 P. 0. BOX 841002, BOSTON, MA 02284 24. SOVEREIGN BANK -SOVEREIGN PREMIER CKG A/C #571204104 2,043.11 25. SOVEREIGN BANK - CD - 36 MO - A/C #1685550012 21,879.19 26. SOVEREIGN BANK - CD - 60 MO - A/C #1685553651 51,302.17 27, 7/18/11 ACH CITIBANK, N. A.-PENSION 336.17 28, HOUSEHOLD FURNISHINGS 500.00 29. 812/11, VERIZON REFUND 10.59 30. 1119/11, ERIE HOMEOWNERS INS. REFUND 2.00 31. 8/17/11, MALPEZZI FUNERAL HOME REFUND OF VETERAN'S BENEFIT 100.00 32. 9/30111, VERIZON REFUND 31.22 33. 10/6111, PROGRESSIVE INS. -REFUND OF CAR INS. 75.00 34. 10/30/11, NIKOLAS C. FRAZIER -REIMBURSE SEWER & TRASH 150.00 TOTAL (Also enter on Line 5, Recapitulation) $ I 348,055.06 If more space is needed, use additional sheets of paper of the same size. REV-i5o9 EX+ (oi->o) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: MARGARET E. FISHEL 21-11-0788 If an asset became jointly owned within one year of the decedents date of death, it must be reported on Schedule G. SURVIVING )DINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• GEORGE R. FISHEL B' PAMELA K. FRAZIER C. GEOFFREY T. FISHEL JOINTLY OWNED PROPERTY: 10 BRETZ CIRCLE I SON SHERMANSDALE, PA 17090 4695 SEARS RUN DR. I DAUGHTER MECHANICSBURG, PA 17050 2521 CHASE RD. I SON SHAVERTOWN, PA 18708 LETTER DATE DESC ITEM NUMBER 1 FOR JOINT TENANT A MADE JOINT RIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST . • 11/22/07 AMERICHOICE FCU CD #61 - A/C #34571-61 5,579.70 50 2,789.85 2175 BUMBLE BEE HOLLOW RD., MECHANICSBURG, PA 17055 2. A. 08/01/99 HH SERIES, $1,000, US SVGS BD, #M7179518HH 1,000.00 50 500.00 3. B. 11/22/07 AMERICHOICE FCU CD #60 - A/C #34571-60 5,580.66 50 2,790.33 2175 BUMBLE BEE HOLLOW RD., MECHANICSBURG, PA 17055 4. B. 08101199 HH SERIES, $1,000, US SVGS BD, #M7179517HH 1,000.00 50 500.00 5• C. 11/22/07 AMERICHOICE FCU CD #62 - A/C #34571-62 5,579.70 50 2,789 85 2175 BUMBLE BEE HOLLOW RD., MECHANICSBURG, PA 17055 6. C. 08/01/99 HH SERIES, $500, US SVGS BD, #D5046983HH 500.00 50 250.00 7. C. 04101103 I SERIES, $1,000, US SVGS BD, #M0043887661 1,419.20 50 709.60 9 ~~9' ~j .1- ~il~j-- TOTAL (Also enter on Line 6, Recapitulation) ~ $ 10,329.63 If more space is needed, use additional sheets of paper of the same size. REV-i5o9 EX+ (o>->o) Pennsylvania tip DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: MARGARET E. FISHEL 21-11-0788 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT D. NIKOLAS C. FRAZIER 4605 SEARS RUN DR. GRANDSON MECHANICSBURG, PA 17050 E. KAOYN T. FISHEL NOW KAOLYN T. WITMER F. SHERYL FISHEL ]OINTLY OWNED PROPERTY: 111 LEONARD ST. MARYSVILLE, PA 17053 114 OVERLOOK RD., APT. 2-R ITHICA, NY 14850 GRANDDAUGHTER GRANDDAUGHTER ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE )DINT DESCRIPTION OF PROPERLY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST PAGE 2 -SUB-TOTAL FROM PAGE 1 OF SCHEDULE F 10,329.63 8. D. 04/01/03 I SERIES, $1,000, US SVGS BD, #M0043887671 1,419.20 50 709.60 9. D. 05101/03 I SERIES, $100, US SVGS BD, #00091144121 136.12 50 68.06 10 D. 06101/03 I SERIES, $200, US SVGS BD, #80025972721 270.96 50 135.48 11 E. 04/01/03 I SERIES, $1,000, US SVGS BD, #M0044870121 1,419.20 50 709.60 12 E. 05/01/03 I SERIES, $100, US SVGS BD, #00092013941 136.12 50 68.06 13 F. 04101103 I SERIES, $1,000, US SVGS BD, #M0043887651 1,419.20 50 709.60 14 F. 05/01103 I SERIES, $100, US SVGS BD, #00091144101 136.12 50 68.06 ~Pt1'~ ~ `7u' ~i --TOTAL (Also enter on Line 6, Recapitulation) I $ 12,798.09 If more space is needed, use additional sheets of paper of the same size. REV-1509 EX+ (o>-io) pennsytvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDIJLE F JOINTLY-OWNED PROPERTY tSTATE OF: MARGARET E. FISHEL FILE NUMBER: 21-11-0788 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT G. KELSEY L. FISHEL P. O. BOX 169 NOW KELSEY L. ZEIGLER FANNETTSBURG, PA 17221 GRANDDAUGHTER H. GEOFFREY T. FISHEL, II I. VIKTOR M. FRAZIER JOINTLY OWNED PROPERTY: 882 CHASE RD. SHAVERTOWN, PA 18708 4695 SEARS RUN DR. MECHANICSBURG, PA 17050 ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. PAGE 3 -SUB-TOTAL FROM PAGE 2 OF SCHEDULE F 15 G. 04/01/03 I SERIES, $1,000, US SVGS BD, #M0043887681 16 G. 05/01/03 I SERIES, $100, US SVGS BD, #00091144081 17 H. 04/01/03 HH SERIES, $1,000, US SVGS BD, #M8965581HH 18 H. 05/01/03 I SERIES, $100, US SVGS BD, #00091144111 19 I. 03/02/10 MEMBERS 1ST FCU CD #57, A/C #124053-57 20 I. 04/01/03 HH SERIES, $1,000, US SVGS BD, #M8965582HH 21 I. 06/01/03 I SERIES, $200, US SVGS BD, #80025972711 GRANDSON GRANDSON OF DATE OF DEATH DECEDENT'S 1,419.20 136.12 1,000.00 136.12 4,947.03 1,000.00 270.96 50 50 50 50 50 50 50 r7A~-lam 3 TOTAL (Also enter on Line 6, Recapitulation) $ DATE OF DEATH VALUE OF :EDENT'SINTEREST 12,798.09 709.60 68.06 500.00 68.06 2,473.52 500.00 135.48 It more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET E. FISHEL SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY FILE NUMBER 21-11-0788 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY NUMBER INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. AT7ACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION TAXABLE (IF APPLICABLE) VALUE I• MEMBERS 1ST IRA SVGS AIC #124053-10 GEORGE R. FISHEL, SON, DATE OFTRANSFER--9/6/11 1.17 33 0.00 0.34 2 MEMBERS 1ST IRA CD #16 A/C #124053-16 GEORGE R. FISHEL, SON, DATE OFTRANSFER--8/24111 1,678.68 33 0.00 559.5E 3 MEMBERS 1ST IRA CD #17 A/C #124053-17 GEORGE R. FISHEL, SON, DATE OFTRANSFER--8/24/11 25,251.49 33 0.00 8,417.1E 4 SOVEREIGN BANK IRA CD #2338197029 GEORGE R. FISHEL, SON, DATE OFTRANSFER--7123/11 ' ~~'y~il 2,706.63 33 0.00 902.21 5 MEMBERS 1ST IRA SVGS AIC #124053-10 PAMELA K. FRAZIER, DAUGHTER, DATE OFTRANSFER--916111 1.17 33 0.00 0.3~ 6 MEMBERS 1ST IRA CD #16 A/C #124053-16 PAMELA K. FRAZIER, DAUGHTER, DATE OF TRANSFER--9,~6~1-a P,~'.:z~tft~ 1,678.68 33 0.00 559.56 7 MEMBERS 1 ST IRA CD #17 AIC #124053-17 PAMELA K. FRAZIER, DAUGHTER, DATE OF TRANSFER--9f6144- ~' f.~ y~,~ 25,251.49 33 0.00 8,417.16 8 SOVEREIGN BANK IRA CD #2338197029 PAMELA K. FRAZIER, DAUGHTER, DATE OFTRANSFER--7/23111 -~£~'7~~1 2,706.63 33 0.00 902.21 9 MEMBERS 1 ST IRA SVGS AIC #124053-10 GEOFFREY T. FISHEL, SON, DATE OFTRANSFER--9/6111 1.17 33 0.00 0.39 10 MEMBERS 1ST IRA CD #16 A/C #124053-16 . GEOFFREY T. FISHEL, SON, DATE OFTRANSFER--8/24/11 1,678.68 33 0.00 559.56 11 MEMBERS 1 ST IRA CD #17 AIC #124053-17 GEOFFREY T. FISHEL, SON, DATE OFTRANSFER--8/24111 25,251.49 33 0.00 8,417.16 12 SOVEREIGN BANK IRA CD #2338197029 GEOFFREY T. FISHEL, SON, DATE OFTRANSFER--7/24/11 - ~f.~~/~ 2,706.63 33 0.00 902.21 TOTAL (Also enter on Line 7, Recapitulation) $ ~ 29,637.96 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) ~ i`1 Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER MARGARET E. FISHEL 21-11-0788 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION A• FUNERAL EXPENSES: 1' MALPEZZI FUNERAL HOME 2. HOPE CHURCH U. M. WOMEN'S SOCIETY--DONATION FOR FUNERAL LUNCHEON 3. GINGRICH MEMORIALS--INSCRIPTION OF DATE OF DEATH ON HEADSTONE B. ADMINISTRATIVE COSTS; 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: z• Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4. 5. 6. 7. B. 9. 10. 11. 12. Street Address City State Relationship of Claimant to Decedent ZIP Probate Fees: Accountant Fees: Tax Return Preparer Fees: CLEARED 716/11 -HOPE CHURCH - GENL FD OFFERING CLEARED 7/6/11 - 7/4/11 -JOSHUA POOLE, GRADUATION GIFT CLEARED 7/8/11 - 7/5/11 - BURD PAINTING -PAINT HOUSE 716/11 -PPL ELEC -ACH 7/13/11 -VISA CREDIT CARD PMT -ACH 7/14111 -PPL ELEC -ACH UNT 13,059.35 300.00 160.00 563.50 100.00 20.00 2,700.00 20.89 36.00 80.06 TOTAL (Also enter on Line 9, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. ESTATE OF MARGARET E. FISHEL PAGE 2 FILE NUMBER 21-11-0788 SCHEDULE H -FUNERAL EXPENSES AND ADMINISTRATIVE COSTS B. ADMINISTRATIVE COSTS: (CONY) SUB-TOTAL FROM PAGE 1 $17,039.80 13. 7/21/11- VERIZON -CELL PHONE, PHONE & CABLE -ACH 182 79 14. 7/24/11 - S. W. BARRETT R/E & APPR. SVCS. -REAL ESTATE APPRAISAL 350.00 15. 7/24/11 -ALL MECHANICAL SVC. CO. -DRYER ELEMENT FROM MARCONE SUPPLY 20.90 16. 7/25/11 -UNITED STATES TREASURY - 2011 FORM 1040-ES -ESTIMATED FED TAXES 6,600.00 17. 7/25/11 - HAMPDEN TWP -SEWER & TRASH 150.00 18. 7/29/11 -CUMBERLAND LAW JOURNAL -PUBLIC NOTICE 75.00 19. 8/1/11- SUTLIFF CHEVROLET -CAR INSPECTION 100.80 20. 8/8/11 - PPL ELECTRIC UTILITIES 25 88 21. 8/8/11 - PPL ELECTRIC UTILITIES 87.10 22. 8/8/11- VERIZON WIRELESS -CELL PHONE -FINAL 9 84 23. 8/9/11 - PAMELA K. FRAZIER - REIMB GAS, GROC, POSTAGE, MEAL, HOUSE SUPPLIES 263.27 24. 8/30/11- MICHAEL LANGAN, TREAS, TAX COLL -REAL ESTATE TAXES 1,206.53 25. 8/31/11 -PATRIOT NEWS -PUBLIC NOTICE 218.15 26. 8/31/11-PPL ELECTRIC UTILITIES 27.16 27. 8/31/11- PPL ELECTRIC UTILITIES 85.32 28. 9/7/11- ERIE INSURANCE GROUP -HOMEOWNERS INS . 326.00 29. 9/23/11 PPL ELECTRIC UTIL. CORP . 9.44 30. 9/23/11 PPL ELECTRIC UTIL. CORP . 46.01 31. 10/30/11- HAMPDEN TWP. -SEWER & TRASH 150.00 32. 2/29/12 -ARCHER PESTCONTROL-TERMITE BAITING SYSTEM RENEWAL 265.00 33. UNITED STATES TREASURY- 2011 FED. INC. TAX -1040 224.00 34. PA DEPT. OF REV. - 2011 PA-40 STATE INCOME TAX 117.00 35. UNITED STATES TREASURY - 2011 FED. INC. TAX -1041 238.00 36. PA DEPT. OF REV. - 2011 PA-41 STATE INCOME TAX 68.00 TOTAL-SCHEDULE H $27 885 99 REV-1512 EX+ (12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARGARET E. FISHEL 21-11-0788 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 ~ 7/5111 - ADWOA NSIAH - IN-HOME CARE 507.00 2. 715111 -LIVE-IN CARE OF PA INC. 105.00 3. 8/8/11 -FOREST PARK HEALTH CENTER - CO-INS. 566.00 4. 110/30/11 -QUANTUM IMAGING & THERAPEUTIC -CONSCIOUS SEDATION DOS 5/17/11 I 13.18 TOTAL (Also enter on Line 10, Recapitulation) I $ 1,191.18 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: MARGARET E. FISHEL SCHEDULE BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY REDoTNotSList T~ustee(s~NT I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).) 1~ ~ SEE ATTACHED LISTING II 1. FILE NUMBER: 21-11-0788 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I$ If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (O1-10) SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER MARGARET E. FISHEL 21-11-0788 RELATIONSHIP TO DECEDENT Do AMOUNT OR SHARE OF NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Not List Trustee(s) ESTATE TAXABLE DISTRIBUTIONS Inc u e outrlg t spousa istrl utions an transfers under Sec. 9116 (a) (1.2).] 1 GEORGE R. FISHEL SON 33% 10 BRETZ CIRCLE, SHERMANSDALE, PA 17090 PA RTI41 fIICTRIRI ITlhnl n[ ~]o/ cunor $75,000.00 JOINT--AMERICHOICE FCU CD#61- A/C #34571-61 $5,579.70 JOINT--HH SERIES, $1,000, US SVGS BD, #M7179518HH MEMBERS 1ST IRA SVGS A/C #124053-10 $1,000.00 $0.39 MEMBERS 1ST IRA CD #16 A/C #124053-16 MEMBERS 1ST IRA CD #17 A/C #124053-17 $559.56 $8,417.16 SOVEREIGN BANK IRA CD #2338197029 $902.21 2 PAMELA K. FRAZIER DAUGHTER 33% 4695 SEARS RUN DR., MECHANICSBURG, PA 17050 TFR OF 2004 MERCURY SABLE VIN #1MEHM55544A616913 $8,115.00 19 SHS ALCATEL-LUCENT (ALU) FAIR M/V 7/5/11 $5.90/SH $112.10 JOINT--AMERICHOICE FCU CD #60 - A/C #34571-60 $5,580.66 JOINT--HH SERIES, $1,000, US SVGS BD, #M7179517HH $1,000.00 MEMBERS 1ST IRA SVGS A/C #124053-10 MEMBERS 1ST IRA CD #16 A/C #124053-16 $0.39 $559.56 MEMBERS 1ST IRA CD #17 A/C #124053-17 $8,417.16 SOVEREIGN BANK IRA CD #2338197029 $902.21 3 GEOFFREY T. FISHEL SON 2521 CHASE RD., SHAVERTOWN, PA 18708 33% PARTIAL DISTRIBUTION OF 33% SHARE $75,000.00 30 SHS VALERO ENERGY (VLO) MEAN M/V 7/5/11 $25.47/SH $764.10 JOINT--AMERICHOICE FCU CD #62 - A/C #34571-62 $5,579.70 JOINT--HH SERIES, $500, US SVGS BD, #D5046983HH JOINT--I SERIES, $1,000, US SVGS BD, #M0043887661 $500.00 $1,419.20 MEMBERS 1ST IRA SVGS A/C #124053-10 $0.39 MEMBERS 1ST IRA CD #16 A/C #124053-16 $559.56 MEMBERS 1ST IRA CD #17 A/C #124053-17 $8,417.16 SOVEREIGN BANK IRA CD #2338197029 $902.21 4 NIKOLAS C. FRAZIER GRANDSON 4605 SEARS RUN DR., MECHANICSBURG, PA 17050 JOINT--I SERIES, $1,000, US SVGS BD #M0043887671 , $1,419.20 JOINT--I SERIES, $100, US SVGS BD #00091144121 , $136.12 J OINT--I SERIES, $200, US SVGS BD #80025972721 , $270.96 5 KAOLYN T. FISHEL, NOW KAOLYN T. WITMER GRANDDAUGHTER 111 LEONARD ST., MARYSVILLE, PA 17053 J OINT--I SERIES, $1,000, US SVGS BD, #M0044870121 $1,419.20 J OINT--I SERIES, $100, US SVGS BD, #00092013941 $136.12 6 S HERYL FISHEL GRANDDAUGHTER 114 OVERLOOK RD., APT. 2-R, ITHICA, NY 14850 J OINT--I SERIES, $1,000, US SVGS BD, #M0043887651 $1,419.20 J OINT--I SERIES, $100, US SVGS BD, #00091144101 $136.12 7 K ELSEY L. FISHEL, NOW KELSEY L. ZEIGLER GRANDDAUGHTER P . O. BOX 169, FANNETTSBURG, PA 17221 Page 1 REV-1513 EX+ (O1 SCHEDULE) BENEFICIARIES ESTATE OF: MARGARET E. FISHEL NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS Inc u e outrig t spousa istn utions an I transfers under Sec. 9116 (a) (1.2).) JOINT--I SERIES, $1,000, US SVGS BD, #M0043887681 JOINT--I SERIES, $100, US SVGS BD, #00091144081 8 GEOFFREY T. FISHEL, II 882 CHASE RD., SHAVERTOWN, PA 18708 JOINT--HH SERIES, $1,000, US SVGS BD, #M8965581HH JOINT--I SERIES, $100, US SVGS BD, #00091144111 9 VIKTOR M. FRAZIER 4695 SEARS RUN DR., MECHANICSBURG, PA 17050 JOINT--MEMBERS 1ST FCU CD #57, A/C #124053-57 JOINT--HH SERIES, $1,000, US SVGS BD, #M8965582HH JOINT--I SERIES, $200, US SVGS BD, #80025972711 TOTAL FILE NUMBER 21-u-0788 ONSHIP TO DECEDENT Do AMOUNT OR SHARE OF Not List Trustee(s) ESTATE $1,419.20 $136.12 GRANDSON $1,000.00 $136.12 GRANDSON $4,947.03 $1,000.00 $270.96 $223,134.77 Page 2 - ~- ~ L ~--'rJZ C7 mar- ~,: T cn Lr ~^ } ~ _. ~ ~~ C7 '~~ n --~ _ _ . ~._, LAST WILL AND TESTAMENT A ~~~' ~.~ ~. I, Margaret E. Fishel, of 4605 Sears Run Drive, Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, declare the following to be my last will and testament, hereby revoking any and all wills heretofore made by me. Item I. I direct my executrix hereinafter named to pay all my debts and funeral expenses. Item II. I hereby give, devise and bequeath my entire estate, both real and personal to my children, George R. Fishel, Pamela K. Frazier and Geoffrey T. Fishel in equal shares. If any of them should predecease me, their share will go to their children per stirpes. Item III. I appoint my daughter, Pamela K. Frazier, as my executrix, and direct that she should serve without bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ti~ ~~ day of ~ ~= ~ ,1999. ~~.~~~ ~~~C~ ~, (SEAL) argaret E. Fishel Signed, sealed, published and declared by the above named testatrix, as and for her last will and testament, who at her request, in her presence, in our presence, and in the presence of each other have hereunto subscribed our names as attesting witnesses: ~;_ COYILIONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, C ~ ~ and _%~~- w :-`,e ,~ whose names are signed to the attac ed or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her last will, and that she signed willingly and that she executed it as her free and voluntary act for the purposes therein contained, that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Cam- ~ ~ . ~ ~~.~„~ ~-. ., 7 ~+ ..r mss'-y^vYl~-~•"~ ~ - ~:vcrn to and subscribed before me ~h~ s ~Z_ day of ~ ~ 1999 Notary Notanal Seal Anne M. Cox, Notary Public Carlisle Borough, Cumberland County My commission expires July 14, 2001 COMMONWEALTH OF PENNSYLVANIA COUNT' OF CUMBERLAND I, Margaret E. Fishel, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Margaret .Fishel ~~~1~orn to and subscribed r- ~_~ bcfc~r~: me this the ? ~ day of ~~t.f'' 1999. ~~ Notary w Notaraal Seal Artne M. Cox, Notary Public Carlisle Borough, Cumberland County My commission expires Jwy 14, 2001 S. W. Barrett Real Estate 8 Appraisal Services - File No. 11-0159 '`*'k*** INVOICE ********* File Number: 11-0159 07/27/2011 Pam Frazier 4695 Sears Run Drive Mechanicsburg, PA 17050 Invoice # : 11-0159 Order Date : 07/12/2011 Reference/Case # PO Number 4605 Sears Run Drive Mechanicsburg, PA 17050 Appraisal Services $ 350.00 ---- ---------- Invoice Total $ 3 State Sales Tax Qa 50.00 Deposit $ 0.00 Deposit ~$ 350.00 ) ~$ --- Amount Due $ - ---- 0.00 Terms: Paid Receipt Please Make Check Payable To: S. W. Barrett Real Estate 8~ Appraisal Services 505 South Hanover Street Carlisle, PA 17013 Fed, I.D. #: 236646-804 YOUR SINGLE SOURCE...Professional, Efficient Service THANK YOU S. W. Barrett Real Estate $ Appraisal Services rue No. 11-0159 APPRAISAL OF LOCATED AT: 4605 Sears Run Drive Mechanicsburg, PA 17050 CLIENT: Pam Frazier 4695 Sears Run Drive Mechanicsburg, PA 17050 AS OF: July 5, 2011 BY: Cassandra J. Crockett PA Certified Residential Real Estate Appraiser S. W. Barrett Real Estate 8~ Appraisal Services me ivu. ~~ ~~ 07/27/2011 Pam Frazier 4695 Sears Run Drive Mechanicsburg, PA 17050 File Number: 11-0159 In accordance with your request, I have appraised the real property at: 4605 Sears Run Drive Mechanicsburg, PA 17050 The purpose of this appraisal is to develop an opinion of the defined value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the defined value of the property as of July 5, 2011 is: $130, 000 One Hundred Thirty Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, assignment conditions and appropriate certifications. Respectfully submitted, ~~~ ~J ~~ Cassandra J. Crocke PA Certified Residential Real Estate Appraiser Summary Residential Appraisal Report Files Nn 11_A1 r.0 The purpose of this appraisal report is to provide the client with a credible opinion of the defined value of the subject property, given [he intended use of the appraisal. Client Namellntended User Pam Frazier E-mail • Client address 4695 Sears Run Drive Ci Mechanicsbur state PA zi 17050 Additional Intended users The intended user of this re ort is the Client. No additional Intended Users are ermitted without the ermission of the a raisers . . Intended use The Intended Use is to evaluate the ro ert that is the sub'ect of this a sisal to rovide the Client with an accurate and ode wale) su orted o inion of value. Pro er Address 4605 Sears Run Drive Ci Mechanicsbur state PA zi 17050 Owner of Public Record Fishel Leo A. 8r Mar aret E. coun Cumberland Le aI Descri lion Deed Book 27-P• Pa a 764 " Assessor's Parcel # 10-18-1316-045 Tax near 10/11 R.E. Taxes $ 1 539.00 Nei hborhood Name Ham den Townshi Ma Reference 18-1316 Census Tract 0113.03 Pro er Ri hts A raised X Fee Sim le Leasehold Other describe M research did X did not reveal an rior sales or transfers of the sub ect ro er for the three ears rior to the effective date of this a sisal. Prior SalelTransfer: Date 1/19/1978 Price $1 Sources Courthouse records Analysis of prior sale or transfer history of the subject property (and comparable sales, if applicable) NO recent recorded transfers were found. Offerings, options and contracts as of the effective date of the appraisal None known Neighborhood!Characteristics ,One-UnieHousing Srends One-Unit Housing;• ; , ;present Land Use Location Urban X Suburban Rural Pro er Values Increasin X Sable Declinin PRICE AGE One-Unit $5 % Built-U X Over 75% 25-75% Under 25% Demand/Su I Shorta e X In Balance Over Su I $ 000 rs 2-4 Unit 0 % Growth Ra id X Stable Slow ' Marketin Time Under 3 mths X 3-6 mths Over 6 mths 80 Low New Multi-Famil 0 % Neighborhood Boundaries Sub ect is bounded on the north b I-81 corridor on the east b 500+ Hi h 100 commercial 5 aie • Orrs Brid a Road• on the south b Carlisle Pike• and on the west b Rt.581. ' 190 Pred. 20 other Vacant 10 °ie Neighborhood Description Sub ect ro ert is located in an ex andin area of sin le Tamil homes, both detached and attached , " between Mechanicsbur and Enola. Sho in and other amenities are within a short drivin distance. Schools stem is Cumberland Valle District and students are bused. SMSA 42-3240. Market Conditions (including support for the above conclusions) Pro ert values are current) stable in the sub'ect ro ert 's market area. Local multi-list data indicates an avera a marketin time of 90-180 des s. Lendin rates have remained favorable althou h sales concessions are occurin more fre went) .There are new homes under construction in surroundin develo ments as well as re-sales available in the nei hborhood. Dimensions See le al descri lion/tax ma Area 2.97 Acres M/L sha a Irre ular view Residential s ecific zonin classification RS zonin Descri lion Suburban Residential Zonin Com liance X Le al Le al Nonconformin Grandfathered Use No Zonin Ille al describe Is the highest and best use of the subject property as improved (or as proposed per plans and specifications) the present use? X Yes No If No, describe. Utilities Public Other (describe) Public Other (describe) Off-sitelmprovements-Type Public Private Electrici X 100 am /200 am water X Welt street As halt X Gas Sanitar Sewer X Alle None site comments Wells are common for area and have no adverse affect on marketabilit .There are no adverse easements, encroachments or other adverse conditions. ,GENERAIiDESCRIPTION; FOUNDATION .. EXTERIOR DESCRIPfiION -ml>terials : 'INTERIOR" matetials Units X O ne One w/Acc. unit # of Stories One T e X Det. Att. S-Del./End Unit X Existin Pro osed Under Const. Concrete Slab Crawl S ace X Full Basement Partial Basement Basement Area 768 s . ft. Basement Finish 0 % Foundation Walls BIOCk/Av Exterior Walls BIOCk/Alum/Av Roof Surface Shin le/Av Gutters& Downs outs Aluminum/Av Floors HW/Car et/Av Walls Plstr/Panel/Av TrimlFinish WOOd/Av Bath Floor Vin I/Av Desi n S le Cotta a Year Built 1947 Outside Entr /Exit X Sum Pum Window T e DbIHn /A-G Storm Sash/Insulated Insulated/A-G Bath Wainscot Plstr/Tile/Av Car Stores a None Effective A e Yrs 20-25 Screens Yes/A-G X Drivewa # of Cars 2 Attic None Heatin FWA X HW Radiant Amenities WoodStove s # Drivewa Surface AS halt Dro Stair X Stairs Other Fuel Oil Fire laces # Fence X Gara e # of Cars 1 X Floor Scuttle Conlin Cenral Air Condi[ionin X Patio/Deck Patio X Porch TWO Car ort # of Cars Finished Heated Individual Other Pool Other Att. X De[. Built-in A liances Refri erator X Ran elOven X Dishwasher Dis osal Microwave Washer/Dr er Other describe ~ Finished area above rode contains: 4 Rooms 2 Bedrooms 1 Bath s 768 S ware Feet of Gross Livin Area Above Grade Additional Features *One room finished in attic, not heated access throw hone bedroom• ceilin fans; interior not recent) u - dated• front 8r rear orches brick atio• two frame stores a sheds; detached block ores a/worksho with loft stores a 24 x 36 and se crate electric service. comments on the Improvements Im rovements are in avera a condition with no h sites) or functional inade uacies a arent. .~. . ~.. ...~~ ~ _~ _. Prn,li,raA ii<inn G!`I e~M.•~.e onn ~~n o~~~ ....... ....:.....w ___ ~..... _ .. _ --_. - ----------~~ • •••- •-••~• ~-rr~s••• m ~~~~-<~+~ nom, ~wmm~ m wv umms semces, Inc., NI Rights Reservetl. Page 1 of 4 (gPAR'") General Purpose Appraisal Report 1212005 r~enerelpurpas~~~pprasal r~l,ur~ GPAR1004_0505132010 Summary Residential Appraisal Report File No. 11-0159 FEATURE SUBJECT COMPARABLE SALE N0.1 COMPARABLE SALE N0.2 COMPARABLE SALE N0.3 4605 Sears Run Drive Address Mechanicsbur 17050 4745 Sears Run Drive Mechanicsbur 17050 4430 Sears Run Drive Mechanicsbur 17050 174 Willow Mill Park Road Mechanicsbur 17050 Proximi to subect ' 0.22 miles NW 0.42 miles WNW 4.24 miles W Sale Price $ $ 167,000 $ 114 400 `<`' $ 115 000 Sale Price/Gross Liv. Area $ 0.00 s . ff. $ 132.54 s . n. $ 157.79 s . ff. $ 95.83 s . n. Data sources Multi-list Multi-list Multi-list verification sources Courthouse Records Courthouse Records Courthouse Records VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION +(-)gAdjustment DESCRIPTION +(-)$Adjustment DESCRIPTION +(-)SAdjustment Sale or Financing Concessions CIsg.Csts/FHA DOM 63 -7,763 CIsg.Csts/Conv DOM 113 -6,500 None, Conv DOM 3 Date of SalelTime 5/11 4/09 5/10 Location Suburban Suburban Suburban Suburban Leasehold/l=ee Sim le Fee Sim le Fee Sim le Fee Sim le Fee Sim le site 2.97 Acres+/- Lot/Av .34 26 500 LoUAv .15 28,000 Lot/Av .14 28 500 view Residential Residential Residential Residential Desi n s le Cotta a Raised Ranch Cotta a Cotta e uali of Construction Avera a Avera a Avera a Avera e ~ Actual A e 64 Yrs 35 Yrs * 100 Yrs+/_ 60 Yrs Condition Avera a Su erior 15% -25 050 Su erior 10% -11,440 Su erior 10% -11 500 Above Grade Total Bdrms. Baths Total Bdrms. Baths Total Bdrms. Baths Total Bdrms. Baths • Room Count 4 2 1 5 3 1.5 -1 500 5 3 1 4 2 1 Gross Livin Area50.00 768 s . ff. 1,260 s . ff. -24 600 725 . ff. 2 150 1,200 s . ft. -21 600 Basement&Finished • Rooms6elowGrade Full Bsmt/ Unfinished Partial Bsmt/ 2 Rms/.5 Bath 2,500 -10 000 Full Bsmt/ Unfinished Crawl Space 5,000 Functional utili 2 Bedroom Su erior -2,500 Su erior -2 500 Similar - Heatin ICoolin OHWBB/None EBB/None HP/CA -2 000 EBB/None Ener Efficient Items T ical T ical T ical T ical tiara a/car ort OSP 1 Car tiara a -6,000 1 Car tiara a -6,000 OSP Porch/Patio/Deck Prchs/Patio/Shd Deck/FP/Hearth 0 Deck/Patio 1,000 Cvrd.Deck 1000 Partial) FinAttic None 1 000 None 1,000 None 1 000 Amenities tiara e/V1lrksh None 15 000 None 15 000 None 15 000 NetAd ustment Total + X - $ 32 413 X + - $ 18 710 X + - $ 17 400 Adjusted Sale Prjce ofCom arables Net Adj. -19.4% Gross Ad. 73.3% $ 134 587 Net Adj. 16.4% GrossAd'. 66.1o/a $ 133 110 Net Adj. 15.1% Gross Ad. 72.7% $ 132 400 summar of sales com arisonA roach All com arables are similar in utilit and location to the sub'ect ro ert are verified closed sales and are the best current) available. Limited sales of smaller one sto homes have recent) occurred re uirin an ex ended search. Sale # 4 althou h more than one mile, was included on acres a with a detached accesso buildin and within the Cumberland Valle School District. Sale #3, althou h more than one ear was similar in a e st le, and room count. Sale #2 althou h more than one ear, was included with similar GLA in the direct nei hborhood. * A e/condition ad'ustment combined for com arable sale #1. Sur lus land was ad'usted $10 000/acre. Ad'usted ran a of value is $127 000 to $134,500 sa $130 000. COST APPROACH TO'vALUE site value comments Site value from current assessment data and recent local land sales. ESTIMATED REPRODUCTION OR REPLACEMENT COST NEW OPINION OF SITE VALUE ........................................ _ $ 60 000 _ Source of cost data Dwellin S . Ft. @ $ ............ _ $ ~ uali ratin from cost service Effective date of cost data S . Ft. @ $ ............ _ $ : Comments on Cost A roach ross livin area calculations, de reciation, etc. Cost A roach from Marshall/Swift Valuation Service tiara elcar ort s . Ft. @ $ ........ _ $ • handbook and local cost anal sis was considered, but Total Estimate of Cost-New , , , .. , , , . , = g deemed not credible due to the a e of the im rovements. Less Ph sical Functional External Site value from Market Data. De reciation based on a e/life, De reciation = g observed condition and Market Data Anal sis. Estimated De reciated Cost of Im rovements ................................ _ $ remainin Economic Life is 30-35 ears. "As-is" Value of Site Im rovements ................................ _ $ INDICATED VALUE BY COST APPROACH ...................... _ $ N/A INCUME'APP.ROACM TO VALUES Estimated Month) Market Rent $ N/A X Gross Rent Multi tier NIA = $ N/A Indicated Value b Income A roach • Summary of Income Approach (including support for market rent and GRM) N/A Indicated Value by: Sales Com orison A proach S 130 000 Cost A roach (if develo ed) S N/A Income Approach if developed S N/A Market Anal sis consistent) su orts m o inion of market value. Cost A roach and GRM were found ins ro riate for this anal sis. Greatest wei ht is a lied to the Market Data Anal sis. Su ortin file information substantiates these estimates. • This appraisal is made X "as is," subject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed, ^ subject to the following repairs or alterations on the basis of a hypothetical condition that the repairs or alterations have been completed ^ subject to the following: A sisal is for client onl ,nontransferable. Based on the scope of work, assumptions, limiting conditions and appraiser's certification, my (our) opinion of the defined value of the real property that is the subject of this report is $ 130,000 as of 07/05/2011 [DOD] , which is the effective date of this appraisal. Probuce0 using ACI somvare, a00.234.8727 www.aciweb.com This Corm Copyright rL 20052010 Ap Division of ISO Claims Servioes, Inc., All Rights Reservetl. Page 2 of 4 (gPAR'") General Purpose Appraisal Reporf 12/2005 GPAR1004_0505132010 S.W. Barrett Real Estate & Appraisal Services Summary Residential Appraisal Report File No. 11-0159 FEATURE SUBJECT COMPARABLE SALE N0.4 COMPARABLE SALE N0.5 COMPARABLE SALE N0.6 4605 Sears Run Drive Address Mechanicsbur 17050 1512 West Trindle Road Carlisle 17015 Proximi to Subect 9.84 miles WSW Sale Price $ $ 190 000 $ $ Sale PricelGross Liv. Area $ 0.00 s . ft. $ 144.82 s . ft. $ s . ft. $ s . ft. Data Sources -. -'"' Multi-list verification Sources Courthouse Records VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION +(-) $Adjuslment DESCRIPTION +(-)$Adjustment DESCRIPTION +(-)$Adjustment Sale or Financing Concessions CIsg.Csts/Conv DOM 17 -5,700 Dale of SalelTime 8/10 Location Suburban Suburban LeaseholdlFee Sim le Fee Sim le Fee Sim le site 2.97 Acres+/- 2.45 Acres+/_ 5,000 view Residential Residential Desi n s le Cotta a Ranch uali of Construction Avera a Avera e Actual A e 64 Yrs 55 Yrs Condition Avera a Su erior 10% -19,000 Above Grade Total Bdrms. Baths Total Bdrms. Baths Total Bdrms. Baths Total Bdrms. Baths Room Count 4 2 1 5 3 1 Gross Livin Area 50.00 768 s . ft. 1,312 s . ft. -27,200 s . ft. s . ft. Basement&Finished Rooms Below Grade FUII Bsmt/ Unfinished Full Bsmt/ Unfinished Functional utili 2 Bedroom Su erior -2,500 Heatin ICooiin OHWBB/None OHW/CA -2,000 Ener Efficient Items T iC81 T IC81 tiara elCar ort OSP 2 Car tiara a -12,000 PorchlPatiolDeck Prchs/Patio/Shd Porches/FP 0 Partial) FinAttic None 1,000 Amenities tiara e/Wrksh Wrksh /Studio 0 Net Adustment Total + X - S 62,400 + $ + - g ;Adjusted Sale Price of Com arables ' Net Adj. -32.8% Gross Ad. 39.2% $ 127 600 Net Adj. % GrossAd'. % $ Net Adj. % Gross Ad. % $ Summa of Sales Com arisonA roach Fourth sale added as additional data on acres a with accesso buildin . Protluce0 using ACI software, 800.234.8727 www.aciweD.com Thls form Copyngh[ ®2005-2030 ACI Division of ISO Claims Services, Inc., NI Righrs Reserved. parrM Page 3 of 4 (gPAR'") General Purpose Appraisal Reporl 1212005 GPAR1004_OS 05132010 yenerelPurpose appr~isolr~Purr File No. 11-0159 Scope of Work, Assumptions and Limiting Conditions Scope of work is defined in the Uniform Standazds of Professional Appraisal Practice as " the type and extent of research and analyses in an assignment." In short, scope of work is simply whatthe appraiser did and did not do during the course of the assignment. It includes, but is not limited to: the extent to which the property is identified and inspected, the type and extent of data researched, the type and extent of analyses applied to arrive at opinions or conclusions. The scope of this appraisal and ensuing discussion in this report are specific to the needs of the client, other identified intended users and to the intended use of the report This report was prepazed for the sole and exclusive use of the client and other identified intended users for the identified intended use and its use by any other parties is prohibited. The appraiser is not responsible for unauthorized use of the report. The appraiser's certification appearing in this appraisal report is subject to the following conditions and to such other specific conditions as are set forth by the appraiser in the report. All extraordinary assumptions and hypothetical conditions are stated in the report and might have affected the assignment results. 1. The appraiser assumes no responsibility for matters of a legal nature affecting the property appraised or title thereto, nor does the appraiser render any opinion as to the title, which is assumed to be good and marketable. The property is appraised as though under responsible ownership. 2. Any sketch in this report may show approximate dimensions and is included only to assist the reader in visualizing the property. The appraiser has made no survey of the property. 3. The appraiser is not required to give testimony or appear in court because of having made the appraisal with reference to the property in question, unless arrangements have been previously made thereto. 4. Neither all, nor any part of the content of this report, copy or other media thereof (including conclusions as to the property value, the identity of the appraiser, professional designations, or the firm with which the appraiser is connected), shall be used for any purposes by anyone but the client and other intended users as identified in this report, nor shall it be conveyed by anyone to the public through advertising, public relations, news, sales, or other media, without the written consent of the appraiser. 5. The appraiser will not disclose the contents of this appraisal report unless required by applicable law or as specified in the Uniform Standards of Professional Appraisal Practice. 6. Information, estimates, and opinions furnished to the appraiser, and contained in the report, were obtained from sources considered reliable and believed to be Vue and correct. However, no responsibility for accuracy of such items furnished to the appraiser is assumed by the appraiser. 7. The appraiser assumes that there are no hidden or unapparent conditions of the property, subsoil, or structures, which would render it more or less valuable. The appraiser assumes no responsibility for such conditions, or for engineering or testing, which might be required to discover such factors. This appraisal is not an environmental assessment of the property and should not be considered as such. 8. The appraiser specializes in the valuation of real property and is not a home inspector, building contractor, structural engineer, or similar expert, unless otherwise noted. The appraiser did not conduct the intensive type of field observations of the kind intended to seek and discover property defects. The viewing of the property and any improvements is for purposes of developing an opinion of the defined value of the property, given the intended use of this assignment. Statements regarding condition are based on surface observations only. The appraiser claims no special expertise regarding issues including, but not limited to: foundation settlement, basement moisture problems, wood destroying (or other) insects, pest infestation, radon gas, lead based paint, mold or environmental issues. Unless otherwise indicated, mechanical systems were not activated or tested. This appraisal report should not be used to disclose the condition of the property as it relates to the presence/absence of defects. The client is invited and encouraged to employ qualified experts to inspect and address areas of concern. If negative conditions are discovered, the opinion of value may be affected. Unless otherwise noted, the appraiser assumes the components that constitute the subject property improvement(s) are fundamentally sound and in working order. Any viewing of the property by the appraiser was limited to readily observable areas. Unless otherwise noted, attics and crawl space areas were not accessed. The appraiser did not move furniture, floor coverings or other items that may restrict the viewing of the property. 9. Appraisals involving hypothetical conditions related to completion of new construction, repairs or alteration are based on the assumption that such completion, alteration or repairs will be competently performed. 10. Unless the intended use of this appraisal specifically includes issues of property insurance coverage, this appraisal should not be used for such purposes. Reproduction or Replacement cost figures used in the cost approach are for valuation purposes only, given the intended use of the assignment. The Definition of Value used in this assignment is unlikely to be consistent with the definition of Insurable Value for property insurance coverageluse. 11. The ACI General Purpose Appraisal Report (GPAR~"") is not intended for use in transactions that require a Fannie Mae 1OO41Freddie Mac 70 form, also known as the Uniform Residential Appraisal Report (URAR). Additional Comments Related To Scope Of Work, Assumptions and Limiting Conditions --~ Protluced using ACI sotnvare, 800.234.8727 www.aciweb.com This form Copyright ¢T 20052010 ACI Division of ISO Claims Services, Inc., All Rights Reserved. Page 1 of 2 (gPAR ~^^) General Purpose Appraisal Report 1212005 GPARLIM 0508112008 'r..a 9on,.,ul r, i.r~i~_+c ~yN, ~,~~l r.:liu,~ File No. 11-0159 Appraiser's Certification The appraiser(s) certifies that, to the best of the appraiser's knowledge and belief: 1. The statements of fact contained in this report are true and correct. 2. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are the appraiser's personal, impartial, and unbiased professional analyses, opinions, and conclusions. 3. Unless otherwise stated, the appraiser has no present or prospective interest in the property that is the subject of this report and has no personal interest with respect to the parties involved. 4. The appraiser has no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. 5. The appraiser's engagement in this assignment was not contingent upon developing or reporting predetermined results. 6. The appraiser's compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. 7. The appraiser's analyses, opinions, and conclusions were developed, and this report has been prepared, inconformity with the Uniform Standards of Professional Appraisal Practice. 8. Unless otherwise noted, the appraiser has made a personal inspection of the property that is the subject of this report. 9. Unless noted below, no one provided significant real property appraisal assistance to the appraiser signing this certification. Significant real property appraisal assistance provided by: Additional Certifications: Definition of Value: X^ Market Value ^ Other Value: Source of Definition: USPAP The most probable price in terms of money which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. ADDRESS OF THE PROPERTY APPRAISED: 4605 Sears Run Drive Mechanicsburg, PA 17050 EFFECTIVE DATE OF THE APPRAISAL: 07/05/2011 [DOD] APPRAISED VALUE OF THE SUBJECT PROPERTY $ 130,000 APPRAISER Signature: ~ - / %' Name: Cassandra J. Crockett State Certification # RL001348L or License # or Other (describe): State: PA State #: Expiration Date of Certification or License: 06/30/201 Date of Signature and Report: 07/27/2011 Date of Property viewing: Degree of property viewing: X^ Interior and Exterior 07/05/2011 [DOD] ^ Exterior Only ^ Did not personally view SUPERVISORY APPRAISER Signature: ~ "" e.~'r Name: Steven W. Barrett, SRPA, SRA, ASA State Certification # GA000298L or License # RB026921 A State: PA Expiration Date of Certification or License: 06/30/2013 Date of Signature: 07/27/2011 Date of Property Viewing: Degree of property viewing: ^ Interior and Exterior using ACI sohware, 900.230.8727 www.aciweb.com ^ Exterior Only X^ Did not personally view This form Copyright Cv 20052010 ACI Division of ISO Claims Services, Ina, All Rights Reservetl, t Page "L oI Z (gPAR'"') General Purpose ApprGPARLnIM os OB~ zoos B! y~,~~,~,Ip„~,~~:~~uN,:,~::.,~~~„„~~ S.W. Barrett Real Estate ~ Appraisal Services FLOORPLAN C;Ilent: Pam Frazier File No.: 11-0159 Pro ert Address: 4605 Sears Run Drive Case No.: City: Mechanicsburg State PA Zlp: 17050 N N M Sketch by Apex Medina'" Comments: AREA. CALCULATIONS SUMMARY Code Description Net Size GLA1 Firat Floor 768.0 PIP Porch 128.0 Porch 78.0 Hrick Patio 214.0 Net LIVABLE Area (rounded) LIVING AREA BREAKDOWN Net Totals Breakdown Subtotals 768.0 Firat Floor 12.0 x 8.0 96.0 28.0 x 24.0 672.0 420.0 768 2 Items (rounded) I 768 16' 12' a~o~c~, i rrtvrcrc ~ t rnv ~ V HUUCIVUUM Client: Pam Frazier Flle No.: 11-0159 Property Address: 4605 Sears Run Drive Case No Cit . Mechamcsbur State: PA Zi :17050 FRONT VIEW OF SUBJECT PROPERTY Appraised Date: Appraised Value: $ REAR VIEW OF SUBJECT PROPERTY STREET SCENE Client: Pam Frazier File No.: 11-0159 Property Address: 4605 Sears Run Drive Case No.: Cit : Mechanicsbur State: PA Zi :17050 detached garage/workshop frame shed Producetl using ACI software, 800.234.8727 www.aciweb.com PHT3 30382010 Client: Pam Frazier File No.: 11-0159 Pro ert Atldress:4605 Sears Run Drive Case No.: Cit : Mechanicsbur State: PA ZI :17050 frame shed rear acreage Produced using ACI software, 800.234.8727 www.auweb.com PHT310182010 ~.vrv~rr~rcr~o~~ rrcvr~rc ~ ~ rriv ~ v wv~ivvv~n Client: Pam Frazier File No.: 11-0159 Pro ert Address: 4605 Sears Run Drive Case No.: Citv: Mechanicsburg State' PA Zlp: 17050 COMPARABLE SALE #1 4745 Sears Run Drive Mechanicsburg 17050 Sale Date: 5111 Sale Price: $ 167,000 COMPARABLE SALE #2 4430 Sears Run Drive Mechanicsburg 17050 Sale Date: 4109 Sale Price: $ 114,400 COMPARABLE SALE #3 174 Willow Mill Park Road Mechanicsburg 17050 Sale Date: 5/10 Sale Price: $ 115,000 ~,vmrr+rcr+rs~t rrcurtrc I Y I'I-IV I V HUUtNUUM Client: Pam Frazier File No.: 11-0159 Property Address 4605 Sears Run Drive Case No.: CI : Mechanicsbur State: PA ZI :17050 COMPARABLE SALE #4 1512 West Trindle Road Carlisle 17015 Sale Date: 8110 Sale Price: $190,000 COMPARABLE SALE #5 Sale Date: Sale Price: $ COMPARABLE SALE #6 Sale Date: Sale Price: $ LOCATION MAP ;lient: Pam Frazier File No.: 71-0159 'ro er Address: 4605 Sears Run Drive Case No.: 'itV Mechanicsburg State: PA Zip: 17050 rue No. ~ ~ ********* QUALIFICATIONS *k******* The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the inspection of the subject property, the comparables sales, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. 1. The subject is located in a rural area and is less than 25% built-up. _x_2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. 4. The predominant value in the neighborhood is less than that of the market value of the subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. 5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. _x_6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement floor. This condition is considered typical in dwellings of this style. _x_7. The subject property is serviced by private well and/or septic systems which is common for the area. _x_8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement. 9. Repair items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. _10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a health or safety hazard. _11. The subject property does contain functional obsolescence as noted in the report. This condition is considered typical and common for the area and this style dwelling. _12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood. _x_13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and common. _x_14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar comparables on that individual rating. All comparables used are the best available. _x_15. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the subject's market area. All comparables used are the best available. _x_16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of six(6) months have to be used. All comparables used are the best available. _x_17. One or more comparables used were in excess of one (1) mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same marketing area. All comparables used are the best available. _18. The electrical system was not connected during inspection. _19. The water service was not connected during inspection. _20. The heating system was shut down during inspection. _21. Roofing Plumbing Electrical Heating certification(s) is/are suggested. _22. Inground swimming pool ,out buildings are included ,not included according to lender's guidelines. _23. According to lender's guidelines a maximum of acres were considered for this valuation. Remaining acreage was given no value. 77 ********* QUALIFICATIONS ********* _24. The subject property is located on a private road. _25. Wood infestation inspection is suggested. _x26. Last recorded deed transfer: Date_1/19/1978 ,Consideration: $1.00 _27. Proposed construction/renovation in accordance to plans and specifications to be completed in a workman-like manner. _28. Seller is paying part or all of closing costs. _x_29. All comparable sales are verified closed sales. _x_30. There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. _31. AMC fee was required in order to accept this appraisal request. --- - ---- - - - -- ----- - File No. 11-0159 ~*"'~'` QUALIFICATIONS ********* Confidentiality and Security Policy We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the confidentiality, integrity and security of clients' personal information. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served. We restrict access to personal information to authorized individuals who need to know this information to comply with federal standards to protect your nonpublic personal information. We do not disclose this information about you or any former consumers or customers to anyone, except as permitted by law. The law permits us to share this information with our affiliates. The law also permits us to share this information with companies that perform marketing. When we share nonpublic information referred to above, the information is made available for limited purposes and under controlled circumstances. We require third parties to comply with our standards for security and confientiality. We do not permit use of consumer/customer information for any other purpose nor do we permit third parties to rent, sell, trade or otherwise release or disclose information to any other party. Education As of the date of this report, land/or Steven W. Barrett, SRPA, SRA, ASA have completed the requirements under the continuing education program of the Appraisal Institute and the American Society of Appraisers. SCOffr ° ade '~" MEMBER FINRA/SIPC P.O. Box 31759 St. Louis, MO 63131-0759 (314) 965-1555 (800) 888-1980 November 3, 2011 Pamela K. Frazier 4695 Sears Run. Dr. Mechanicsburg, PA. 17050-2560 ACCOUNT INFORMATION RE: Estate of Margaret E. Fishel SCOTTRADE ACCOUNT NO.: 327-40593 /Single Dear Pamela Frazier, The undersigned, a representative of SCOTTRADE, INC. hereby certifies that on July 5, 2011, the account referenced above had a total value of $3,106.34. Enclosed for your convenience are account statements for the months of June/July 2011. This account is currently assigned to the Scottrade b nch at 4635 High Pointe. Blvd., Harrisburg, PA.1711 l.They can assist you with ope ing an account from which these assets can be distributed, or refer you to a branch in your area Sincerely, ~~~"""~ ~ /~'~~ 501'1 ~' ~~- Harry Carr IV Special Handling Analyst ~ Scottrade, Inc. 500 Maryville Centre Drive ~ St. Louis, MO (63141-5814 Phone 314.965.1555 X 2997 Enclosures "The value noted herein was calculated by summing the account's cash balance and closing prices of securities positions held in the account (or other recent pricing information if a closing price was not obtainable), derived from sources believed to be reliable. These values are provided for informational purposes and are not designed to be a tax statement or tax return document. Please consult a tax professional when determining estate valuations for the purpose of tax reporting. 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O O C 1 n O O O O ~ O o ,D 0 0 O O 0 o O N n J ~ t ~ $. `'' ~ O N ~ ~ tQ o a 7 ~ ~ O N N aC 0 ~ o o N ~ ~ p W A ~~ © US $ T 2.44 -,13 N P2.43/2.43N 222x91 DELAY 18:40 Vol 35,915,961 Op 2,49 p Hi 2.51 T Lo 2.42 p EquityD E S D E S C R I P T I p N Va1Trd 88623824 L U U S ALCATEL-LUCENT-SPONSORED ADR Telec Pa a 1/ 3 BBGID BBGOOOCS5YK2 CUSI~ ~13~04305 •mmunication E ui Alcatel-Lucent manufactures telecommunications equipment an 98) Generate Report telecommunications services. The Company's telecommunicationd offers services enable its customers to send or receive virtuall an equipment and data transmission. Alcatel-Lucent designs and builds ubl' y type of voice or networks communications s stems and software and data network private ISSUE DATA USD IVIDENDS In s stems. 1)GPO Price 2.44 )DVD Indicated Grolscontinued 52Wk High 5/ 2/2011 6.63 ss Yld 52Wk Low 12/19/2011 Dividend Growth YTD change 1.39 Ex-Date Type YTD % Change .88 Amt 56.41 FA Shares Out 2/10/2012 2325.383M EARS Market Cap USD 5673.94M )ERA Short Interest 12.898M 3)TRA 1 Yr Total Return BETA vs. $pX -48.630 EE })OMON 0 tions LEAPS Stk Mar inable74 1 ADR REPRESENTS 1 ORDINARY SHARE OF {ALU FP )EPOSITARY: BANK OF NY MELLON Australia 61 2 9777 g6p0 Brazil 5511 3048 4500 Europe 44 2C Japan 81 3 3201 89p0 Singapore 65 6212 1000 U.S. ~/s/~~ INGS Ann Date 4/26/12 (C~ EUR Est EPS 12/2012 p/E .161 Est p E LT Growth 5.00 / 11.44 Est PEG 2.29 E uit DES} 7330 7500 Germany 49 69 9204 1210 Hong Kong 852 2977 6000 1 212 318 2000 SN 844214 EST Copyright 2012 Bloomberg Finance ~,p, GMT-5:00 G730-480-1 22-Feb-2012 19:37:26 a ~~ ~ ~~. DELAY 18:40 Vol 35,915,961 Op P2.43/2.43N 222x91. EquityM AC D en n u; 7 ~1 T In 7.47 D Va1Trd 88623824 ~~~/,i ~-t ~~~ ~ ~ , ~7~ ~ ~ ~ 5 . ~3 ~~.~~'-~ ~ ~o~ ~ IL,~Os ,~ _? ~8 e ~~ µ ,,, .a ~~, ~~~ ~ -~, 7ul 2011 Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe 44 20 7330 7500 Germany 49 69 9204 1210 Hong Kong 852 2977 6000 Japan 81 3 3201 8900 Singapore 65 6212 1000 U.S. 1 25N 844214 EST GMTC5POO~G730?480-B122mFeb92012a19e39~19 Direct Purchase Plan Account Statement tfi~'3RTANT: R+~ain tt~s:~ ~r your invest~n:~t, ta~c and cast-ate r~ar~s. Questions: U.S. telephone number: 1-800-345-3085 Outside U.S.: 651-453-2129 For online account information, please visit wvuwr.shareowneronline.com Fax number for transaction requests: 651-450-4085 Cusip # 693517106 `. ;.; : , ' ,. ,..- ..._ pp •.__ ~~•. ~, ,~ Page 1 of 1 Account Summary PPL Corporation Common Stock _ Account # 3099019099 MARGARET E FISHEL 4605 SEARS RUN DR MECHANICSBURG PA 17055 Share Balances Direct Purchase Plan Certificate(s) Direct Registration Total Shares November 11, 2011 Current 0.000 0.000 0.000 0.000 Account Value Market Value Date Market Value Price Account Market Value Year to-Date Activity Year-to-0ate Amounts Gross Dividends Reinvested $12.90 Federal Tax Withheld $0-~ Nonresident Alien Tax Withheld $0-~ State Tax Withheld $0-~ Cash Investments $0•~ 11/10/11 Service Charges Paid by You $0•~ $29.9000 Service Charges Paid by Gompany $2-~ $0.00 Commissions Paid by You $0-~ Transaction or Transaction Gross Amount of Service Net Amount of Price Shares Increased Total Shares Settlement Date Type Transaction Charge Transaction per Share or Decreased Held in ?Ian _ _ _ 9.025 SALAi=FORWARD Q1tQ7J11 Div Reinvested 1~ 3+3-16 $0.00 $3.16 $26.3200 t}-120 9.22 17iv ~ f ~ ~~ .__$Q~_ ~.__ -----~-?A-~ _ -..-~25,,3QD0 _....-».- ft 4~7 ...-- _ ~._,_`~ Q~1t'41 _ ~iDY_este-----r-r t17101f1 i Div Reinvested $325 $0.00 $3.25 $27.8300 0.117 9.3~ ~~~tY Iv eln ~?~_ ~.._ - $28.5400 0,1 x.504 11 ~ i 0(1 i Transferred Out ~--~°'~' ~-~ $0-~ $0 $0.0000 9.SD4 - 0.000 iy,l~% The transic~'1(s) has been ~c~cessed as instructed. ~~ ~ ~~ PPL Corporation Common Stock is participating in the Direct Registration System ('DRS'. You may choose to have your Plan and/or DRS shares electronically delivered to or from your shareovmer account For information concerning authorization of electronic share movement, please contact your Sroker/Dealer. © US $ 1 2 8. 5 5 +,27 N N28.55/28.56N 114x20 DELAY 18:40 Vol 5,222,265 Op 28.30 T Hi 28.715 D Lo 28.28 D ValTrdt14D9 081m PPL US DESCRIPTION PPL CORPORATION Pa a 1/10 BBGID BBGOOOBRJL00 CUSIP 693517106 Electric-Inte rate PPL Corporation is an energy and utility holding company. The98ompanyrathrouphrt its subsidiaries, generates electricity from power plants in the northeastern and western United States, and markets wholesale and retail energy primaril in the northeastern and western portions of the United States, and delivers y electricit in Penns lvania and the United Kin dom. STOCK DATA USD IVIDENDS uGPO Price 28,55 ~DVD Indicated GrossrYldl USD 52Wk High 11/ 3/2011 30,27 5.04% 52Wk Low 3/17/2011 Dividend Growth 5YR 4.94% YTD change 24.10 Ex-Date Type Amt YTD % Change •80 3/ 7/12 Reg• Cash .36 -2.96~s CFA Shares Out 10/31/2011 578.299M EARNINGS Market Cap USD Float 577.99M Short I t 16510.42M )ERN Ann Date 5/ 4/12 (C) USD n 3)TRA 1 8.089M Trailing 12mo EPS Yr Total Return 20.03% EE Est EPS 2'750 BETA vs. SPX E)OMON 0 tions LEAPS Stk Mar .60 finable P/E 12/2012 10.38 LT Growth 2.384 -9.00 :0 PURCH 17 MLN SHRS FOR $24.50/SHR IN SELF-TENDER/OFFERIEFF89/11/98. AP i0% OF THE SHARES TENDERED). ( PROX, Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe 44 20 7330 7500 Germ Japan 81 3 3201 8900 Sin gapore 65 6212 1000 any 49 69 9204 1210 Hong Kong 852 2977 6000 U.S. 1 212 318 2000 Copyright 2012 Bloomberg Finance L.P. SN 844214 EST GMT-5:00 G730-480-1 22-Feb-2012 19:42:06 `~/5~i/ © DS ~ 1 Z 8- 5 5 +,27 N N28.55/28.56N DELAY 18:40 Vol 5 222.,265 0 28.30 T 114x20 PPL USE UITY Hi 28.715 D Lo 28.28 D Va1Trd 1 9 081mD Range 07/01/11 - 07/05/11 U er Movin Av Conv/Div period Dail PP Bar Chart Mov, gvgs 1 Pa a 1/2 Lower None ~Mov. Avg ~~ 15 Currency USD ~ ~IACD 12 _ 26 ~-' _ Signal 9 MACDDiff IHistnnra.,, - • Day Session ^ Last - --'•••'- --•-•----• ~- _____ 27.88 T High on 07/01/11 28,03 Average ---------••- 95 ---••--------...- 27 -- -• 28.00 . 1 Low on 07/01/11 27 76 .••---- . __ _ __ ---• ^_ SMAVG on Ctose(1) 27.8800 - ~ • - - -= `= • ' _ _ _ _ _ - - • •--- SMAVG on Clase 5 - - ( ) 27,8580 ••---• •-•----••- . SMAVG on C1ose(15) 21.4060 - • - 27.80 .....- --.....- --.....- ••---•--•---------•--• 27.70 --...-.- .--..-. 27,60 --"--• 27.50 _ _ ^MACD on C1ose(12,26) 0,0941 •-•-- :Signal on Close (9) 0.0027 ^ DIFF on Clos _ -....- - ~ • • - e 0,0914 Australia 61 2 9777 8600 Brazil 5511 3048 4500 Japan 81 3 3201 8900 Singapore 65 6212 JU12011 urope 44 20 7330 7500 5 1000 U.S. 1 212 318 2000many SN 844214 EST G 49 69 9204 1210 Hong Kon ~oPyri9ht 2012 Bloombeg 852 2977 6000 9 Finan MT-5:00 r-v //~~/! / ce L. p. G730-480-1 22-Feb-2012 19:42:36 ~ ~~ c ,-- ~ ~~ ~~ ~~ 1~ Shareowner Services PO Box 64874 St. Paul, Minnesota 55164-0874 www.wellsfargo. com/shareownerservices November 10, 2011 PAMELA K FRAZIER 4695 SEARS RUN DR MECHANICSBURG PA 17050-2560 Regarding: FINANCIAL CONFIRMATION Dear PAMELA K FRAZIER, Account Number: 3099019099 Registration: MARGARET E FISHEL Creation Date: 04/24/2001 Issue Name of Stock: PPL CORPORATION Total Share Balance on 07/05/2011: 9.389 ~ "~~ Closing Price per Share on 07/05/2011: $ 27.88 Ticker Symbol for the Company is: PPL It is exchanged or traded on: NYSE Request Number: 10254412 ID Number: SM39102 WFType: CO Please note that as a transfer agent, we are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. If you have any questions, please call our Shareowner Relations Department at 1-866-280-0245. Sincerely, Shareholder Communications Enclosures: none P~`udenti a~ ~.. _~ Ilr~r~lr~~~l~l'I~'~~II~I'll~'~~~'~rrl~lll..I.1 IOOi502 ~' MARGARET E FISHEL I' I Illl III ~ ~ C/0 PAMELA K FRAZIER 4695 SEARS RUN DR MECHANICSBURG PA 17050 Prudential Financial, Inc. -Direct Registration (DRS Advi ~ ce Transaction(s) Date 23 Aug 2011 Computershare Computershare Trust Company, N.A. PO Box 43033 Within USA, US territories £r Canadace, RI 02940-3033 Outside USA, US territories & Canada 800 305 9404 732 512 3782 vvww.computershare. com/investor Prudential Financial, Inc. is organized under the laws of the State of NJ. Holder Account Number 00000618284 CompanylD SSN/TIN Certified PRU Yes Transaction Description I Total Shares/Units Transfer ~ -11.000000 Account Information: Date: 23 Aug 2011 (Excludes transactions pending settleme Current Direct nt) Registration Balance a.aooooo Total Shares/Units I o.ooooo0 CUSIP I Class Description ~3 744320102 Common Stock CUSIP Class Description 744320102 Common Stock this advice is your record of the share transaction affecti IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS. :on er any rights on the recipient. It should be kept with your important documents as a record of your ownership of these shares. n9 your account on the books of the Company as part of the Direct Registrafion System. It is neither s negotiable instrument nor a secudty, and delivery of this advice doe Jo actan on your part is required, unless you wish'o deposit your existing certificates, sell or request a certficate, or transfer your book-entry shares. 'e have processed as requested. If you did not s s not of itself he IRS requires that we report the cost basis of certain shares acquired after January 1, 2011, tf your shares were wvered by the !egislatlon and you have sold or transferred th PecAY a cost basis calculation method, we have defaulted to the first in, first out (FIFO) method. Please visit our websife or consult your tax advisor if you need add" pon request, the Company will furnish to any shareholder, without charge, a full statement of the designations, rights (inGuding rights under any Companys Rights Agreement, if an e shares and requested a speck cost basis calculation method, cries authodzed fo be issued, and the authority of the Board of Directors to divide the shares into series and to determine and change rights, preferences and ~imitatlons of any class or sets are not deposits of Computershare and are not insured by the Federal peposit Insurance Co rhonal informatbn about cost basis. you do not keep in contact with us or do not have any activity in your account fw the time periods specified 6y state law, our ro y) preferebces and limiations of the shares of each class and rporation, the Securities Investor Protection Corporation, or any other federal or state agencys . y P perty could become subject to state unclaimed properly taws-and transferredto the a 4 0 U D R PPropnate state. OOHSAB-PRU (Rev. 7/11) r R Please see important PRIVACY NOTICE on reverse side of statement 00(CS0003.D_~q~{ 3345/003502/003502.~I Prudential 007501 llrlrllrtlllllrtlrlllllrlllrlllrlrrlrllnltrll,lllllnlllllllrll PAMELA K FRAZIER EX EST MARGARET E FISHEL 4695 SEARS RUN DR MECHANICSBURG PA 17050 ~omputershare ~' Computershare Trust Company, N.A. PO Box 43033 Providence, AI 02940-3033 Within USA, US territories & Canada 800 305 9404 Outside USA, US territories 8 Canada 732 512 3782 vvww.computershare.com/investor Prudential Financial, Inc. is organized under the laws of the State of NJ. Holder Account Number 00031881871 Company ID SSNITIN Certified PRU Yes Prtadential Financial, Inc. -Direct Registration (DRS) Advice Transactions) CI Date Transaction Description it ShareslUnits 23 Aug 2011 Transfer / 11.000000 Account Information: Date: 23 Aug 2011 (Excludes transactions pending settlement) ass CUSIP Description aj i~~ 744320102 Common Stock Current Total Class Price Value ($} CUSIP Description Direct Shares) per Share Registration Units Balance k St oc 390000 521.29 744320102 Common 47 11.000000 . 11.000000 IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS. This advice is your record of the share transaction affecting your account on ;he books of the Company as part of the Direct Registrafion System. It is ne'dher a negotiable instrument nor a security, and delivery of :his advice does not of Itself confer any rights on he recipient. II should be kept with your important documents as a record of your ownership of these shares. No action on your part is required, unless you wish :o deposit your existing certficetes, sell or request a certificate, or transfer your book-entry shares. The IRS requires that we report the cost basis of certain shares acquired after January 1, 2011. K your shares wee covered by the legislation and you have sold or transferred the shares and requested a specfic cost basis calculadon method, we have processed as requested. K you did not specrfy a cost basis calculation method, we have defaulted to the first in, first out (FIFO) method. Please visit ourwebsite or consult your tax advisor'rf you need additicnal irtformatbn about cost basis. Upon request, the Company will furnish to any shareholder, without charge, a full statement of the designatwns, rights (including rights under any Company's Rights Agreement, if any), preferences and limitations of the shares of each class and series authorized to be issued, and the authority of the Board of Directors to divide the shares into series and to determine and change rights, preferences and limitatons of any class or series. Assets are not deposits of Compulershare and are not insured by the Federal Deposit Insurance Corporation, me Securities Investor Protectbn Corporation, or any other federal or state agency. If you do not keep in wnlact with us or do not have any activity in your account for the fime periods specified 6y state law, your property could become subject to state unclaimed property laws and transferred to the appropriate state. 40UDR PRU OOH5A8-PRU (Rev. 1111) Please see important PRIVACY NOTICE on reverse side of statement 00l CS0003.D.NtIX_3345/007501/008055 Prudential IMPORTANT TAX RETURN DOCUMENT ENCLOSED .~ *'**'**"*""AUTO''S-DIGIT 17050 002091/0688950 6 8 8 9 5 0 ttrl~ltrrlltlt~rlrllttli~hirlll~l~~trhttl~~tt~innttt411tlril Recipient PAMELA K FRAZIER EX EST MARGARET E FISHEL 4695 SEARS RUN DR MECHANICSBURG PA 17050 LJ ~orrec>cea tir cnecKed) ~,omputershare Computershare PO Box 43033 Providence, RI 02940-3033 Within USA, US territories & Canada 800 305 9404 Outside USA, US territories & Canada 732 512 3782 uvww.computershare.com~nvestor Holder Account Number 00031881871 F i D Form 1099 -DIV -Dividends and Distributions 2011 Copy B -For Recipient This Is important taz information and is being famished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction maybe imposed on you M this income is taxable and the IRS determines that it has not been reported. Recipient PAMELA K FRAZIER EX EST MARGARET E FISHEL 4695 SEARS RUN DR MECHANICSBURG PA 17050 ~ITotal Ordinary th Qualified s Nondividend a FEDERAL INCOME s Foreign Tax ~ Foreign Country Dividends ($) Dividends ($) Distributions ($) TAX WITHHELD (SI Paid ($) or U.S. Possession 15.95 15.95 0.00 0.00 Form 1099-DIV (Keep for your records) Dividend Confirmation Payment Date I Class Description ~ Participating Shares/Units 16 Dec 2011 ' COMMON f 11 Year•To•Date Paid 8 -3 ~~ 46UTX Account Number 00031881871 Recipient's ID No. 45.8372300 Payer's Federal ID No. 22.3703799 OMB No. 1545-0110 Department of the Treasury - Internal Revenue Service qubatan Distri. ($) Payer's Details 0.00 PRUDENTIAL FINANCIAL INC CIO COMPUTERSHARE P.O. BOX 43010 PROVIDENCE RI 02940-3010 Dividend Gross Deduction Deduction Net Rate I Dividend ($) I Amount ($) I Type I Dividend ($) $1.45000 15.95 0.00 N/A 15.95 15.95 0.00 15.95 PRU '}' oa2cSi000a OORX6A-Pa-(F2) ® US $ j 6 0. 8 3 -.53 N N60.84/60.85N 19x5 Equity D E S DELAY 18:40 Vol 2,441,895 Op 61.36 N Hi 61.59 N Lo 60.6902 D Va1Trd 148.945m DESCRI PTION Pa a 1/10 P R U U S PRUDENTIAL FINANCIAL INC Life/Health Insuranc BBGID BBGOOOHCJMF9 CUSIP 744320102 98) Generate Report Prudential Financial, Inc. provides financial services throughout the United States and several locations worldwide. The Company offers a variety of products and services, including life insurance, mutual funds, annuities, pension and retirement related services and administration, and asset manaaPmant STOCK DATA USD IVIDENDS Annual USD ]JGPO Price 60.83 5)DVD Indicated Gross Yld 2.38% 52Wk High 2/22/2011 66.94 Dividend Growth 5YR 8.830 52Wk Low 10/ 4/2011 42.45 Ex-Date Type Amt YTD change 10.71 11/18/11 Reg. Cash 1.45 YTD o Change 21.37% FA Shares Out 10/31/2011 470.000M EARNINGS USD )MSH Market Cap USD 28711.76M )ERN Ann Date 5/ 4/12 (Est) Float 469.09M Short Int 7.204M Trailing 12mo EPS 6 620 )TRA 1 Yr Total Return -3.280 EE Est EPS 12/2012 . 6.979 BETA vs. SPX 1.37 P/E 9.19 LT Growth 12 93 )OMON 0 tions LEAPS Available Est P/E 8.72 Est PEG . .67 Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe 44 20 7330 7500 Germany 49 69 9204 1210 Hong Kong 852 2977 6000 Japan 81 3 3201 8900 Singapore 65 6212 1000 U.S. 1 212 318 2000 Copyright 2012 Bloomberg Finance L.P. SN 844214 EST GMT-5:00 G730-480-1 22-Feb-2012 19:44:30 ~/~~~~ ® US $ ,~ 6 0. 8 3 -.53 N N60.84/60.85N 19x5 EquityM A C D DELAY 18:40 Vol 2,441,895 0 61.36 N Hi 61.59 N Lo 60.6902 D Va1Trd 148.945m 'PRU US E UITY Movin Av Conv/Div Pa a 1/2 Range 07/01/11 - 07/05/11 Upper Bar Chart Mov. Avgs i 1 ~ 15' Currency USD Period ,Daily Lower None Mov. Avg '~ - I MACD 12 - 26 Signal 09 MACDDiff ;Histogram -••-•--•-----• .........................•-------•-----....-...---.......................-------..........-... 65,00 Day Session -- ^ Last 64.17 •--......---- -•-----••-•-------•----------• ........................ ~• 64,50 •- T High on 07/01/11 64,88 ------------------------------------ +•Average 64.47 ~ o4.uu .. 1 Low on 01/01/11 63.321 •--------•---•------------------•--............. -•-•-------..----•-.-.:....._--- -- ^SMAVG on Close(1) 64.1700 :.'.'.i-.:SMAVG on Close(5) 63,5180 -----------•------------------------------------------------------- --- ... ~ 63.00 ~SMAVG on Close(15) 61.004762,50 r .-.....--•-------------------------•-••-•-----•--------------•-----•--.....-................-.....----•• ---62.00 ........................... .50 - - - 0, 0 ^MACD on C1ose(1226) 0,5624 ------------- ~.., -.:Signal an Close(9) -0.0814 ^ DIFF on Close 0,6437 5 Jul 2011 Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe 44 20 733C 7500 Germany 49 69 9204 1210 Hong Kong 852 2977 6000 Japan 81 3 3201 8900 Singapore 65 6212 1000 U. S. 1 212 318 2000 Copyright 2012 Bloomberg Finance L. P. SN 844214 EST GMT-5:00 G730-480-L 22-Feb-2012 19:4452 ~--- ; -~ ~-1v 7/~1~~ ~ ~~ D~ -~ 1 ~~, ~ ~~ 3.5 G ~ ~'~- ___---~-G,3 ~ --~ /~ -. U; U ~~ i~ .o © US $ j Z 5. 5 1 -.02 N T25.50/25.50P 200x1 EquityD E 5 DELAY 18:40 Vol 6,449,077 Op 25.69 T Hi 25.70 Y Lo 25.27 D ValTrd 164.304m DESCRI PTION Pa a 1/10 L O U 5 ~ VALERO ENERGY CORP Oil Refinin &Marketin BBGID BBGOOOBBGGQI CUSIP 91913Y100 98) Generate Report Valero Energy Corporation is an independent petroleum refining and marketing company that owns and operates refineries in the United States, Canada, and Aruba. The Company produces conventional gasolines, distillates, jet fuel, asphalt, petrochemicals, lubricants, and other refined products as well as diesel fuel low-sulfur and ultra-lUSDsulIVI ENDSel fuel uarterl enates. USD STOCK DATA GPO Price 25.51 5)DVD Indicated Gross Yld 2.35% 52Wk High 4/ 6/2011 31.12 Dividend Growth 5YR 2~Amt 52Wk Low 10/ 4/2011 14.46 E2/D13/12 Rege Cash .15 YTD change YTD o Change 21.19% FA Shares Out 10/31/2011 559.727M Market Cap USD 14278.64M Float 557.72M Short Int 15.199M iTRA 1 Yr Total Return -7.94% BETA vs. SPX 1.52 IOMON Options, LEAPS, Stk Marginable .PUN-OFF FROM VALERO ENERGY CORP-(OLD) )N A 1:1 BASIS. Australia 61 2 9777 8 Japan 81 3 3201 8900 ~/s1~ ~ ~~ =ARNINGS ~ USD i)ERN Ann Date 4/26/12 (Est) Trailing 12mo EPS 3.670 nEE Est EPS 12/2012 3.612 P/E 6.95 LT Growth -19.61 Est P/E 7.06 1661Q US Equity DES} EFF 8/01/97 Brazil 5511 3048 4500 Europe 44 20 7330 7500 Germany 49 69 9204 1210 Hong Kong 852 2977 6000 Singapore 65 6212 1000 U.S. 1 25N 8442140EST GMTC5POO~G730-480-B122mFeb92012a19e47:12 ~h 5 ~~ ~-~r~ © US $ T Z 5. 5 1 -,02 N T25.50/25,50P 200x1 EquityM A C D DELAY 18:40 Vol 6449,077 0 25,69 T Hi 25.70 Y Lo 25.27 D Va1Trd 164.304m VLO US EQUITY Moving Avg Conv/Div Pale 1/2 (Range '~ 07/01/11 - 07/05/11 Upper Bar Chart Mov. Avgs ~i 51 15~Currency 'USD ~iPeriod jDaily ~ Lower None Mov. Avg i ~~, IMACD '. 12' - 6 Signal ~ MACDDiff Histo ram _ -1 -----•-- --------•-•--•-----•----------•------• ... - .... - ~ rZ6,UU I Day Session •-••-• ----•"•---• "--'~-'--- 25.80 ^ Last 25.49 T High on07/O1/11 25.91 -.----•---••"-• -•-- ------- '- 25.60 - + Average 25.64 1 Low on 07/01/11 25.02 -•-•------•-••-..........--•--...----.. ....... - ~ 25.40 - ^ SMAVG on Close(t) 25.4900 -• ...............• ~-"~~~~~ ~-- i-.~SMAVG on Close(5) 25.2800 ------•-•°"'----~-~-- - 2 20 ~ 5. - • , ~SMAVG on Close(15) 24.6660 - • - - - - • - . --- --- - - - - .. --•---------------------------- .... ................ - . - .... 25, 00 ---- -• ..................... 24.80 - ----•----•--••-•-• .............................. ....................... 24,60 ^MACD on Close(12,26) -0.2505 -0,00000 i._;Signal on Close(9) -0.4827 ^ DIFF on Close 0,2322 -------------------•--------•-•-••---•-....................... .. ... _n Jul 2011 Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe 44 20 7330 7500 Germany 49 69 9204 1210 Hong Kong 852 2977 6000 Japan 81 3 3201 8900 Singapore 65 6212 1000 U.S. 1 25N 8442140EST GMTC5POO~G730?480-B122mFeb92012a19e47~46 ~~ ~~-'~ 1 i~ ~as~~ ~~-~-1 Sovereign Bank ~r~r~~~vv uv~~v 11LLJ~IY1~ ~IVIy INTEREST REPORTING FORM PZ # 00057-0721-140151 Date Redeemed 07/21/2011 ~ r~rancn~ 57 '~ Processed Doris J Dix '~ Teller # 006 ~_ by TRANSACTION DISBURSEMENT ^ Cash ^ Check ~ Sovereign Acct Credited TYPE(S) Account#: C1S'~`"fL SAO NUMBER OF #40 TOTAL REDEEMED $44,534.60 ~ . Jw BONDS Ensure that the following information applies to the NAME on BOND/BOND OWNER. TOTAL 1099 INTEREST TO BE REPORTED IS $38,065.85 SOCIAL SECURITY NUMBER OR EIN 456-37-2300 NAME on BOND/BOND OWNER Estate of Mar aret E Fishel DATE OF BIRTH 10/16/53 STREET ADDRESS of NAME ON BOND/BOND 4695 Sears Run Drive OWNER CITY, STATE & ZIP CODE Mechanicsbur Pa 17050 COUNTRY OF CITIZENSHIP United States Complete the information below about the person cashing the bond(s) ONLY if NOT the NAME on BOND/BOND OWNER named above. _ NAME OF PERSON GASHING BOND(S) _ RELATIONSHIP TO NAME on BOND/BOND ^ Parent/Guardian ^ Trustee OWNER: ^ Conservator ^ Executor/Administrator Certifications Instructions: You must cross out item 2 below if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. I certify under penalties of perjury, that (1) that the number shown above is my Taxpayer Identification Number and is my correct TIN; (2) I am not subject to backup withholding either because I have not been notified that I am subject to backup withholding as a result of a failure to report all interest or dividends, or the Internal Revenue Service has notified me that I am no longer subject to backup withholding; and (3) I am a U.S. person (including U.S. resident alien). Signature Legal Representative Title (if any) Date Important! By signing above, you certify that either 1) Your TIN is being used to report the interest earned on the savings bond(s) OR 2) You are authorized to sign on behalf of the registered holder/TIN reporter whose TIN is being used to report the interest earned on the savin s bond s) i.e., ou are the arent/ uardian, trustee, executor/administrator, or conservator . Refer below for additional Federal Reserve BanK redemption resource information. °~ Via telephone: 1-800-245-2804 ~ Via the Internet: http://www.savingsbonds.govl BRANCH USE ONLY ~ Provide copy to customer. Retain copy in branch files. Forward original in Savings Bond Redemption Forms special use envelope the same processing day. I 1099 PROCESSING TEAM USE ONLY i UTJ SBR001 REPORT DATE PZ 250 REPORT DATE Effective 12/10/2008 Revised 07/15/2009 _~ r1 i 0o pI~~CQ~~~'~QQQ~gQC'~QQ~4~¢Q~<C~QQ~S~tQ~Q~~Q~~'QQQ``-~ •N NN Z,c~~cS~~i~l~c~~~~~2rc~~~~~~~~~~i~~~ ~0~, i I I ~~2r~c~c~~~ ~~~~ ~ O 'i I I •- f ~ ~ ! q I q q to t0 I CO Cfl Cfl CO C4 Cfl ~ 1 0 0 0 0 0 0 o ~It~Y~' 1OOOpO0Op O (DCfltOtflOgOOp q ggOIO ~gOpgqqq W O~ '~ C8 ~Q~ ~ININNNNNNNOOOOOO0000OOOO00OOOOpOO0O~0OOOO ~ d ~~ ~~ ~,~ N N N N N N N ® ~~~~~~. N N N 0 0 0 0 0 0 0 0 0 ~" ~ OOr~p~pq~~ ~°~~~``NN NNNNNNNNNNNNN Q C = Irlr rIO OlO 0 0 p q (D Cfl r r ~ ~- ~I'~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~-~. ~..~ ~ _~ N N N N N . 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U ~_ U 2004 Mercury Sable LS Premium Sedan 4D Trade In Values, Reviews -Kelley Blue Book Page 1 of 2 Cam= _ - __ai~j`-' ~~.~~ ~~5~ iEU ~kus~iuxrso~KCa' %'i' A ~~~~~` a (- . _ ~_ 7~~-,.=- 2004 Mercu Sa ry ble ""'"",~ LS Premium Sedan 4D ruieaye: ss,~so Kelley Blue Book Private Party Values Excellent $8,615 Vehicle Highlights 6ooY 068,115 ~'~ MPG: City 18/Hwy 25 Doors: 4 Drivetrain: FWD EPA Class: Midsize Cars Country of Origin: United States Fair $7,290 Max Seating: 6 Engine: V6, 24V, 3.0 Liter Transmission: Automatic Body Style: Sedan Country of Assembly: United States Your Configured Options °ar ~' ~~s, based on typkal equ~rt~errt far this pr. n Options that you added while oonRgurmg this car. Engine V6, 24V, 3.0 LiMr Transmission Autortiatk DriveO'ain FWD Braking and Traction ^ ABS (4-Wheel) Comfort and Convenience Air Conditiorting Power windows Power Door Locks Cn,i9e coma steering Power Steering rit wheel EeWtainment and Instrumentation AM/FM Stereo Cassette http://www.kbb.com/mercury/sable/2004-mercury-sable/ls-premium-sedan-4d/?vehicleid=... 7/ 1312011 2004 Mercury Sable LS Premium Sedan 4D Trade In Values, Reviews -Kelley Blue Book Page 2 of 2 7 CD (Single Disc) safety and Seturigr Dual A'r Bags Seats Power Seat Leather Roof and ~ i Sun Roof (Slkling) Extuior Rear Spoiler Wheels and Tines AIbY Wheek © 19952011 Kelley Blue Book Cn.', Inc. All rights reserved. Copyright & Tradelnarics I Terms of Service I privacy Pdky .. ~... .. r ~ .;. ,~~ - ro, .._.- .. _., . ., .. -- am tc ~ ,. , . ~ _ ..~ http://www.kbb.com/mercury/sable/2004-mercury-sable/ls-premium-sedan-4d/?vehicleid=... 7/l 3/2011 ~ AmeriChoice FEDERAL C R E D I T U N I O N Building Relationships For Life January 17, 2012 Pamela K Frazier 4695 Sears Run Dr Mechanicsburg, PA 17050 Re: Estate of Margaret E Fishel Ivis Frazier, The decedent had one member number 34571 titled Margaret E Fishel. This account included: Regular Savings (suffix 0001) - opened 11/22/2002 Share Certificate (suffix 0060) -opened 11/22/2007; JT Pamela K Frazier Share Certificate (suffix 0061) -opened 11/22/2007; JT George R Fishel Share Certificate (suffix 0062) -opened 11/22/2007; JT Geoffrey T Fishel Date of death balances are as follows: ~t•~ 0001 - $ 27.26 ~"' $ 0.01 - $ 5,580.66 ~°~~ 2 .58 `~ " 0061 - $ 5,579.70 ~" $ 29.57 ~~,, 0062 - $ 5,579.70 ~'~ $ 29.57 The above balances include the accrued dividends. Mrs. Fishel did not have a safe deposit box with AmeriChoice. I have included Mrs. Fishel's most recent stateiiient. Please feel free to contact me directly with any questions you may have. Sincerely, ~~ Bonnie R. Seagraves Operations Specialist Phone (717) 591-1282 Fax (717) 697-3713 Email bseagrraves(a,americhoice.org Main Office: 21 75 Bumble Bee Hollow Road • Mechanicsburg, PA 1 7055 • Phone: (71 7) 697-3474 • Fax: (717) 697-3713 - Website: www.americhoice.org EQual ~awuwuswc ~ENOEF ""`" "~' LENDER CREDIT UNIONS' AmeriChoice FEDERAL C R E D I T U N I O N Building Relationships For Life Transaction 837 1 AV 0.340 2831 - 837- 3 -- Ill~llll~~~~~lllullllllll~l~r,n~lll„ll~llllllllll~ln~~ll~lll _ MARGARET E FISHEL 4605 SEARS RUN DR MECHANICSBURG PA 17050-2560 Statement of Accounts Jul 01, 2011 thru Sep 30, 2011 Account Number: 34571 Account Balances at a Glance: Savings: 27.28 Certificates: 11,227.78 Relationship Reward Level is: General _...., Watch the mterest on o mterest romotion! For ev ur auto loan simply vanish with our new vanishing p ery year you make perfect, on-time payments; you will have .25% deducted from. your auto loan interest rate. The program will continue until you receive up to a 1%,reduction on the original APR of your loan. Visit www.americhoice.org for complete details or to .apply for an auto loan! PAGE 1 of 2 Protect one of your most valuable posessions... your identity! Accurate information is the best defense against ID theft!,Please be sure your contact information is current and correct. Contact a Member Service Representative today at 800-240-4364 to'update your information. REGULAR SHARE - 0001 Date 07-01 07-31 08-31 09-30 09-30 2175 Bumble Bee Hollow Road Mechanicsburg, PA 17055 Phone: (717) 697-3474 Toll Free: (800) 240-4364 Fax Number: (717) 697-3713 www.americhoice.org Additions Date Transaction esc 07-01 Balance Forward ~ ~/// -- 'I ~~// ~'3 ~s 63.29 08.22 Deposit Dividend 4.523% Annual Percentage Yield~arned 4.600% from 05/22/11 through 08/21/11 ~9~~ 09-30 Ending Balance S ~~/ • O$ X ~ D ~S~'l X "~3~3(Qr % ~ -C 60 MONTH CERTIFICATE will mature on 11/22/12 185 74 '~ ~ ~ SI, O~f'o?~ ~o Dividends Paid Year to Date 60 MONTH CERTIFICATE - 0061 ~ ~~ ?)~~ Balance Forward Deposit Dividend 0.250% Annual Percentage Yield Earned 0.430% from 07/01/11 through 07/31/11 Deposit Dividend 0.250% Annual Percentage Yield Earned 0.430% from 08/01/11 through 08/31111 Deposit Dividend 0.250% Annual Percentage Yield Earned 0.450% from 09/01/11 through 09/30/11 Ending Balance 0.09 Dividends Paid Year to Date Balance 0.01 ,~ ~j~ 27.26 0.01 27.27 0.01 27.28 27.28 60 MONTH CERTIFICATE - 0060 Joint Owner: PAMELA K FRAZIER D ri tion Additions Subtractions Balance 1 08 Joint Owner: GEORGE R FISHEL ~~~~ Date Transaction Descri tion 07-01 Balance Forward j ~.~1/~~ --~ ~ if/// ~~ !~~ 63.28 08.22 Deposit Dividend 4.523% h h 08/21/11 5,55 . 5,614.37 " ~ 614.37 ~~ ~ 80.G~ ~~_ ons _ Balance 5,550.13 5,613.41 Annual Percentage Yielc~Earned 4.600% frK 05~~~ ~ oX `'~'~/ ~~ $~ 9o J 09-30 Endin Balance ~, 60 MONTH CERTIFICATE w~il~~re o 11/22!12 185 71 '3~ Dividends Paid Year to Date ~-.r -~ __ . _. 1~Q.. ~/~~i~ 5,613.41 ~~~.~/~~ /~meriChoice ~iEDERAI CREDIT DNION Building Relationships For Life Account Number: 34571 2832 - 837- 3 Jul 01, 2011 thru Sep 30, 2011 PAGE 2 of 2 60 MONTH CERTIFICATE - 0062 Joint Owner: GEOFFREY T FISHEL Date Transaction Descri lion Additions Subtractions 07-01 Balance Forward -~ / 08-22 Deposit Dividend 4.523% ~ °~ 11 ..~ ~ ~/ %~ ~'3 "y J 63.28 Annual Percentage Yield Earned 4.600% from 05/22/11 through 08/21/ 1 09-29 Deposit Dividend 8 S~ ,~SQ, / 3 X ~ p ~3~3 X ~~j~5, 26.44 = o~y y'~ Annual Percentage Yield Earned 4.620% from 08/22/11 throug 09-29 Withdrawal ~ ~ SSD. i3 f'ay,s`7 ~~.J" ~9 ~ -5,639.85 TO GEOFFREY 47865 ~ 60 MONTH CERTIFICATE Closed *** This is the final statement you will receive for this account *** ~ja / ~~5/~~ *** Please retain this final statement for tax reporting purposes ** Dividends Paid Year to Date 212.15 Y i ~ St~nliV1ARIES t' ~~~ TOTAL DIVIDENDS PAID REGULAR SHARE 0.09 60 MONTH CERTIFICATE 185.74 60 MONTH CERTIFICATE 185.71 60 MONTH CERTIFICATE 212,15 Total Dividends Paid Year to Date 583.69 '. Balance 5,550.13 5,613.41 5,639.85 0.00 ' ~, ~ ~~ Send Inquires to: Z 5000 Louise Drive ~ PO Box 40 ~,~p Mechanicsburg, PA 17055 www.memberslst.org ~ Main Switchboard: EZ Call: (800) 283-2328 TDD: (717) 697-4372 or (800) 283-4372 ® TeleBranch;(717) 697-5312 or (800) 283-2328 ext. 5312 MEMBERS 1St (800) 237.7288 FEDERAL CREDIT UNION `113 i AV G,~~p *'- luilllinlllnnlilillni~rlrlrlrl~rllrilliul lu8ilrlrl~n~~ ~~~. MARGARET E FISHEL W ~ C/O PAMELA FRAZIER, EXECUTRIX ~~ 4695 SEARS RUN DR ~~ MECHANICSBURG PA 17050 ~~ -~ ~~ Statement of Accounts Jun 25, 2011 thru Jul 24, 2011 Account Number: 124053 Balances at a Glance Checking : 1,469.02 Savings : - Certificates : 6.17 Loans: 194.368.94 Money Management : 21, 380.23 Swipe 5 YTD Reward: 0.00 Your current Member Loyalty Rewards level is Titanium. Enter for your chance to win PENN STATE football tickets! See the enclosed insert for more details. Page : 1 of 4 CHECKING ACCOUNTS 0011 -CHECKING ~ ~~ Date Jun 25 Transaction Descri tion Jul 05 Jul 06 Ba/ante Forward Deposit EZ Call Transfer From Sha Additions Subtractions BalancE re 0000 Withdrawal ACH PPL EU TYPE: EL 4, 000.00 gpl 7/5 -'!l 1,115.7E Jul 06 Jul 06 EC SVC ID: 1230959590 CO: PPL EU Check 001525 Tracer 0001092390 20.89- 5,115 7E 5 094 87 Jul 08 Check 001523 Tracer 0001086317 Check 001527 Tra 20 00 , . Jul 11 Jul 13 cer 0001348649 Check 001526 Tracer 0001159915 . - 100.00- 5,074.87 4 974 87 Withdrawal ACH CREDIT CRD PMT 2,700.00- , . 2 274 87 Jul 14 TYPE: CR CD PMT ID: 1 Withdrawal ACH PPL EU 465106539 CO: CREDIT CRD PMT 507.00- 36.00- 1,767.87 1, 731 87 Jul 21 TYPE: ELEC SVC ID: 1230959590 CO: 1Nithdrawal ACH VER!ZON PPL EU 80.06_ . 16,51 81 Ju/ 24 TYPE: PaymentREC IU: 9783397101 CO: VERIZON Ending Ba/ante 182 79- f/~~/`~~ Tf~~ ~~ R~ ~~~ ~f y 9 v ~ . 1 ~q ~~ Check # Amount CHECK SUMIVfARY . , v ~ 1,469.02 001523 001525" Date 100.00 Jul 06 20 00 `Check # Amount . ' Asterisk nest to number indicates skipJinl O tuber se 9uence 4 Checks C/e 001526 001527 507.00 2,700.00 Date Jul 11 ared for 3, 327. pp J u 108 SAVINGS ACCOUNTS 0000 -REGULAR SAVINGS Jun 25 "" "" ~ca~n non Ba/ante Forward Additions Jun 30 Deposit Dividend 0.250% Subtractions Balance Annua/ Percentage Yield Earned 0.250 from- 06/p 1/2p t t through 06/3p/201 _ 6 , 058.85 Jun 30 Deposit Transfer From ..Share 0017 1 24 6,060.09 -~_ .-__ ~ ~.~ / ,~. ~ 1 720.27 l ~ I ~~rG{. 7 (G,n-ti v~t..Gt l't(o1.02- 7,780.36 I ;~ i ~a~ o - - - Continued on following page - - _ CHECKING ACCOUNT RECONCILEMENT THIS FORM IS PROVIDED TO ASSIST YOU IN BALANCING YOUR CHECKING ACCOUNT LIST ALL OUTSTANDING CHECKS THAT YOU HAVE RECORDED IN YOUR IF YOU DO NOT BALANCE, VERIFY ADDITIONS AND CHECKBOOK 1ldHICH ARE NOT LISTED ON THIS OR PREVIOUS STATEMENTS SUBTRACTIONS BELOW AND IN YOUR CHECKING ACCOUNT REGISTER 1. ENTER THE ENDING CHECKING AMOUNT BALANCE FROM THIS STATEMENT $ 2. ENTER DEPOSITS NOT LISTED ON (a) $ STATEMENT (b} $ (c) $ (d) $ 3. SUBTOTAL (1 PLUS 2) $ 4. SUBTRACT TOTAL CHECKS OUTSTANDING $ 5. THIS AMOUNT SHOULD EQUALYOUR CHECK REGISTER BALANCE $ In Case of Errors or Questions B.bout Your Bill If you think your bill is v/rong, or if you need more information about a transaction on your bill, write us as soon as possible: Members 1st Federal Credit Union Lending Department P.O. Box 40 Mechanicsburg. PA 12055 What To Do If You Fino'A Mistake On Your Statement. If you think there is an error on your statement. write to us at the address above. In your letter, give us the following information: ° Account Information: Your name and account number. ° DollarAmounf: The dollar amount of the suspected error. Description of problem: If you think there is an error on your bill, describe what you believe is wrong and why you believe it is a mistake. You must contact us: • ° Within 60 days after the error appeared on your statement. ° At least 3 business days before an automated payment is scheduled, if you want to stop payment on the amount you think is wrong. You may notify us of any potential errors in writing. You may call us, but if you do, we are not required to investigate any potential errors and you may have to pay the amount in question. 1Nhile we investigate whether or not there has been as error: ° We cannot try tc collect the amount in question or report you as delinquent on that amount. ° The charge in question may remain on your statement, and we may continue to charge you interest on that amount. ° While ~~ou do not have to pay the amount in question, you are responsible for the remainder of your balance. ° We car, apply any unpaid amount against your credit limit. HOW YOUR INTEPEST CHARGE IS CALCULATED: The unpaid principal balance at the close of each business day (computed by adding advances and subtracting payments and other credits) is multiplied by the daily periodic rate, and the result is the INTEREST CHARGE for that day The INTEREST CHARGE due at the time a loan payment is received is computed by adding the INTEREST CHARGE for each day since the preceding payment was received. ERROR-RESOLUTION NOTICE In Case of Errors or Questions About Your Eiectrenic Transfers Write us at: Members 1st Federal Credit Union EFT Services P.O. Box 40 Mechanicsburg; PA 17055 Or telephone us at: (717) 795-6035 (800) 283-2328; ext. 6035 -ATM and Check Card Errors or Questions (717) 795-5243 (800) 283-2328, ext. 5243 -Other Electronic Transfer Errors or Questions (71 i) 697-5312 (800) 283-2328; ext. 5312 -Hearing Impaired Contact us as soon as you can, if you think your statement or receipt is wrong or if you need more information about a transfer on the statement or receipt. We must hear from you no later than 60 days after we sent you the FIRST statement on which the error or problem appeared. (1) Tel', us your name and account number. (2) Describe the error or transfer you are unsure about; and explain as clearly as you can why you believe it is an error or why you need more information. {3) Tell us the dollar amount of the suspected error. If you tell us orally, we may require that you send us your complaint or question in writing within 10 business days. We will investigate your complaint and will correct any error promptly. If v/e take more than 10 business days to do this, we will credit your account for the amount you think is in error, so that you will have use of the money during the time it fakes us to complete our investigation. Rev: 6.110 ~~"'°~"' ~ MEMBERS 1ST IS AN EQUAL HOUSING LENDER AND MAKES ALL LOANS WITHOUT REGARD TO RACE, EOVAL HOUSING COLOR. RELIGION. SEX OR NATIONAL ORIGIN. BILLING RIGHTS SUMMARY dt Send Inquires tc: Main Switchboard: 800 283-2328 5000 Louise Drive ( ) ~~• PO Box 40 EZ Call: (717) 697-4372 or (800) 283-4372 JUn 25 , 2011 thru JUI Mechanicsburg, PA 17055 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 17856-5113 Account Number: " 24, 2011 124053 MF~,TIB~ERS~1 TeleBranch: www.memberslst.org (800) 237-7288 Page: 2 of 4 6,~(.a.D~ X ~Oa2vl6 '/`~,~5' ~~/S gad ~J~~ !1 ~ Date Transaction Description ~~ ( t' . o {-, lg ~ ~J~y~ itions ubtractions Balance Jul 01 Deposit ACH XXCIV SERV 1,031.68 8,812.04 -~- / ID: 3121736156 CO: XXCIV SERV ~~ Jul 05 Withdrawal EZ Call Transfer To Share 0011 ~•~ 4,000.00- J l 18 D it ACH CIT " - 4,812 04'~ ~ u epos IBANK N.A. LO ~ 336.19 _ 5 148.23 Jul 18 Withdrawal 5,143.23- , 5 00 Ju/ 24 Ending Ba/ante . 5.00 ~_ 0005 -MONEY MANAGEMENT ~~~~-/~~ ~~~"~ ~ ~;~ ~ ~~ ~;/~ ~, ~/ 3~S f? .° _~ ' Date Transaction Description Additions Subtractions Balance Jun 25 Ba/ante Forward ~!' Jun 30 Deposit Dividend Tiered Rate "'~ 21, 374.08 6.15 G 21,380.23 Annua/ Percentage Yie/d Earned 0.350 from 05'/01/201 > through 06/30/201 > / / Ju/ 24 Ending Ba/ante ~`~ ~ i , 3 SO . Z.,3 JC .OW y ~~3los' - ~ ~ ~' -~(~ ~ 7 ~ X - 0 ~ i 38 i 21 380 23 / . o , s~ ~ , . 0010 -IRA SAVINGS Date Transaction Description Additions Subtractions Balance Jun 25 8a/ante Forward ! ~ /~ ~ ~ , Jul 24 ~ Ending Ba/ante /3 ~ ~~ ~" ~ '~ ~ ~ ~ 1.17 ~ j ~ x _~ 1.17 CERTIFICATE ACCOUNTS 0016 - 7 MONTH A CERT Maturity Date -Nov 26, 2011 Date Transaction Description Additions Subtractions Balance Jun 25 Ba/ante Forward /~ ,~,~ ~ ' ~7 J 30 D i Di d ~ 1,676.96 un epos t vi end 1.100% ~ 1.52 1,678.48 Annua/ Percentage Yie/d Earned 1. 110 from OS/01/201 1 through/30/201 > ; ~ d Ju/ 24 Ending Ba/ante ~` ~~. ~1~~ f,~ ~ r off' ,)( 7~~'~; ~,ry~ .~ -;, ~~ , ~~ ;~~,~ 0 ~ 1 678 48 r ~ ~ ~ ~ ,, , . `y~ 0017 -18 MONT IRA CERT Maturity Date -May 08, 2012 Date Transaction Description Additions Subtractions Balance Jun 25 Ba/ante Forward /~ 3 ' I 27,134.08 Jun 30 Deposit Dividend 1.150% l •I I 25.65 27,159.73 Annu~L_Pecc_e_ntag~ _Y~lp! Eamed_> _.16LP/.~from.11610 h 016/30/201 1 Jun 30 Withdrawal Transfer To Share 0000 Norm I Distribut 1,911.42- 25,248.31 _ Fe eral Withh~diP _ 191 15 _____ ~ v4f ~. 3~ ~( ~ ~~~ 4.~= ~+ 1; ~ Ju/ 24 Ending Ba/ante ~ ~. /RS Withho/ding Year to Date ~~ ~ ~ ~ ~ ~r„~1 ~ 7 ~~-~~i: 382.30 25 , 248.31 0044 - 18 MONTH CERT Maturity D to -Mar 1$ ,2012 ., ~ ~ , ,~ ? Date Transaction Description ~ Additions Subtractions Balance Jun 25 Ba/ante Forward ~ ~-~ ` ` 17,877.87 Jun 30 Deposit Dividend 1.240% r 18.22 17 896.09 Annua/ Percentage Yie/d Earned 1.250"/o from 06/01/2011 through 06/30/2011 , Ju/ 24 Ending Ba/ante i 7 ~g(p .OQ ~' , ~ ~~~ X f~/3loS ~- ~ ~~3 ~ ~ l7 1 ~~/~ ~~ /jam/!p 17 8~ 09 . ~, ~ , , . 0045 - 60 MONTH CERT Maturity Date -Mar , 2016 ~ gl2~.li~ 7~d ; ~o ~e~ ~fq,~ 3, ~~`f%~a Date Transaction Description Additions Subtractions Balance Jun 25 Ba/ante Forward Jun 30 De osit Divide d 2 130% ~~~ 3,567:71 p n . 6.25 3 573.96 Annua/ Percentage Yie/d Earned~2. >50~ from OIS/01/2011 throu~h OS/30/20~1 / 24 E di J B / r - ? , u n ng a ante 3 S f ~j~ ~(o x „ p,2~ 3 x ~•~S ~, j~y,~ j r3, ~7~~ ~~// I 3 , 573.96 0054 -18 MONTH CERT Maturity Date -Sep 15, 2012 •q 5 /9 ~~a,3i $/~O ~!/ ~~~~ ~v ~~4 ~ ~ ~ Date Transaction Descri tion Additions Subtractions Balance Jun 25 Ba/ante Forward ~ ~ ~ 19,396.52 Jun 30 Deposit Dividend 1.050% 16.74 / " """~`"' 19,413.26 Annua/ Percentage Yie/d Earned 1. A60 /o from 06/01/2011 through OS/30/201 ~ ~°°` ~ f~ ~ Ju/ 24 Ending Ba/ante / ~ b~/~ ~ ~ (g ~ t ~ e P~ ,~ '~~~G 4 = ~ ; ~ 7s v~ ~~ ~s`~~, =~Ftf v`"'~%.~~/I 19 , 413.26 --- Continued on reverse sid St Send Inquires tc: ~~• 5000 Louise Drive Main Switchboard: c PO Box 40 EZ Call: (800) 283-2328 (717) 697-4372 or (800) 283-4372 Jun 25, 2011 thru Jul 24, 2011 Mechanicsburg, PA 17055 TDD: !717) 697-5312 or (800) 283-2328 ext. 5312 nas;-sii; MEMBERS P~ TeleBranch: „~,.,~„,~a, www.memberslst.org (800) 237-72as Account Number: 124053 Page : 3 of 4 0057 - 11 MONTH CERT Maturity Date -May, 01, 2012 ~~,~a~~~~~~ uescn non /un 25 Ba/ante Forward Joint Owner: VIKTOR FRAZIER ~~ ~q +~ Jun 30 Deposit Dividend 1.100% Annua/ Percentage Yie/d Earned 1. 110 from 06/02/2011 throw h 06/30/2011 /u/ 24 Ending Ba/ante ~ ~G ~ ~~, * ~ ,,~ r ,~ f F ,,r~~ ~ ~, 0063 - 60 MONTH CERTIFICATE Ma/turit/y Date -Jun 10, 2013 Date Transaction .Descri tion ~!'~~j ~ / j ~f~ . ~~ ~~L~ ~'•r~'~ `~ /un 25 Ba/ante Forward` Jun 30 Deposit Dividend 3.00% ~ ~. / t Annua/ Percentage Yie/d Earned 3.560 from 06/01/201 > throw h ~/30/2011 /u/ 24 Ending Ba/ante -~ i ~ ~ ~ ~ mac} r x , D3,S ~ ~3 6~ ~'~ % ~G~.~ ~I 0064 - 15 MONTH CERT Maturity Date -Oct 29, 2011 Date Transaction Descri tio' . ~,~2~' /~ t ~rG~ ~"b ~/`G. /un 25 Ba/ante FoSwatd ~ Jun 30 Deposit Dividend 1.590% '~ + ~ Q Annua/ Percentage Yield Earned 1.600% from 06/01/2011 through 06/30/2011 /u/ 24 Ending Ba/ante 4,942.11 4 4,946.43 ~.~L 9~ ~~ ~ ~'~~~s/f / 4 ,946.43 ~ - /~ ~tv y: 3y Additions Subtractions 52.54 ~~/ a ~ lo, 3,~ 4. ,,,,." uub5 - y MONTH NO PENALTY CERT Maturity Date -Mar 09, 2012 0 ` V` ~ ,~ Date l ~ ~~ ~„ ~ ~ 073 S~/ f~ Transaction Descri tion ~ 3~' ~~ Y V 0 I'-{` ~U t ~ /un 25 Ba/ante Forward ~` ~t Additions Jun 30 Deposit Dividend 0.600% ~i ~' 1 Annua/ Percentage Yie/d Earned 0.600"/o from 06/ 12/2011 through 06/30/2011 ~ _~ ? ~ ~ Ju/ 24 End/ng Ba/ante `~a3 ~~ 6(~ ~$ 18,265.40 18,317.94 18,317.94 3,244.78 3,249.02 ~/ 3,249.02 23,534.25 23,541.60 ' x ~ ~tl(o X ~:w~ ~ /. ti .:w~ ''~ ~~ `J ~° ~, ;'t ~~~.s fl1 23 ,541.60 0067 -15 MONTH CERT Maturity Date -Oct 29, 2011 _ _ Date Transaction Descri tion ~~~~/ /~ ~~~~ ~~ ~~' f '~ =° ~ 3~ Ly ~' ~? /un 25 Ba/ante Forward ~ ~ - Jun 30 Deposit Dividend 1.590% ~ ~ ~ ~ ~, Annua/ Percentage Y/e/d Earned >.600~ from 06/01/2011 throw h 06/30/2011 /u/ 24 End/ng Ba/ante 3~ ~c~~~~ ~ X r~J1,~~ 1( ~~~~ ~~ 0071 -15 MONTH CERT MaturitylDate -Nov O5, 2011 ~, - Date Transaction Descri tion ~`~ ~~~~ ~ ~~(`~ ~`~ ~~' .f/- ~' .iun 25 Ba/ante For-yard '~ yS Jun 30 Deposit Dividend 1.590% ~ ~ ~ Annua/ Percentage Yie/d Gamed 1.600% from 06/01/2011 throw h 06/30/2011 Ju/ 24 Ending Ba/ante ~ ~ a3~'~ ~I X , ~ / S~ X ~ 7'~ _ ~ ~ 4.23 0072 -15 MONTH CERT Maturity Date -Nov 05, 2011 V r !~/ ~'Cv(~ Date Transaction Descri tion gl }y/f f ~~~'~" ~'~ ~`"~~r'` ~~/~~'` ~ /~ ~ / ~' ~' / Jun 25 Ba/ante Forward Additions Jun 30 Deposit Dividend 1.590% ''~ Annua/ Percentage Yie/q~ Earned 1.60U~ from 06/01/201 > through 06/30/2011 ` ~ 19.21 Ju/ 24 Ending Ba/adce ~'/~ ~/~~ ~ J- '- °"°- 0073 - 19 MONTH CERT Maturity Date -Apr 07, 2012 / ~ Date Transaction Descri tion ~! }ill ~ ~~{G( -~~ ~~G ~;~~~r. l (o ~D~, ~!~ 3,233.88 3,238.11 'y~~ ~// 3 , 238.11 14,696.33 14,715.54 ~•/ 14 , 715.54 /un 25 Ba/ante Forward ,,~ i ~ Additions Subtractions Jun 30 Deposit Dividend 1.640% I .~I vC' Balance Annua/ Percentage Xie/d Earned 1.650 from 06/01/2011 through 06/30/2011 16 , 248.87 21.90 16,270.77 Ju/ 24 Ending Bal~nce•• / - ~ _. ~~- -•w-~ to ~ r ~~ ~~d`~~~~/"~,,~:;~,~, ~ ~~F~``% ; 16,270.77 --- Continued on following page ___ \ 4.76 3,641.85 3,646.61 ~ ~i t 'cam'" !'~>',y~~ ' 3 , 646.61 ,~ ~°- ~,ays~ ffit Send Inquires to: 5000 Louise Drive Main Switchboard: (800) 283-2328 PO Box 40 EZ Call: (717) 697-4372 or (800) 283-4372 JUn 25 2011 MEMBERS o„ Mechanicsburg, PA 17055 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 i7asa-s~~= ~ thrU JUI 24, 2011 " www.memberslst.org TeleBranch: (800) 237-7288 ACCOUnt NUmber: 124053 Page : 4 of 4 ~~ ~~ ~~ 7.62 37.06 0.08 0.00 3.24 159.79 109.65 20.15 122.45 4.32 314.73 25.50 7.35 28.63 25.41 115.50 131.69 152.67 236.59 E-i~ a-o. as ~. . ,zo . f- ~.~ ~ -r a -'f'3 fi ~~g3~ t a .~~ -f-~ 0, ~ o ~l' 7~0~ fi ~ ~s,~ r ~' O.Iv~f % -~- J. Ito 1' ~ q~ ? ~,~~ s 1' v,~7 Total Current Year IRA Contributions Total Year To Date Dividends Paid NOTE: Total includes closed shares Total Year To Date Nontaxable Dividends Total Year To Date IRS Withholding yT~ _ . n~a Y~ 7~S ~~ Io2 3r~11 /Yf/Y D.O~ 3. ~`~ ,6a,~9 !/ ~.D~ ab, ~~ ~a~G~ '~ 9 ~- 3at. 7l~ a-~,n~ 8'. ~t7 ~~ ~ a.~, q ila,o~ /3~i• isL• ay) . gZ 0.00 1,568.86 168.15 382.30 DI ~~ 1 D ~l t ____--- ~~~ 3S Add Your Photo For Security Your personal safety and financial security are top priorities: at Members 1st. As a result of increased scams and fraudulent activity throughout the entire country, we are strongly encouraging members to have their photos added to their account records. When visiting our branch offices, you may be asked by one of our Associates to allow us to take your photo. This member identification program will assist in our fraud deterrence initiatives and will take our identity theft prevention program to the next level. We are experiencing an increasing number of attempted fraudulent activities and as a result; we need to be able to verify your identity immediately upon retrieving your account information. In addition to having your photo in our files, you may be required to show additional forms of identification based on the type of transaction you are seeking. This is for your protection and security and we appreciate your ongoing cooperation and understanding. 0074 -19 MONTH CERT Maturity Date -Apr 07, 2012 Date Transaction Descri tion s, Additic /un 25 Ba/ante Forward o ~ r i Jun 30 Deposit Dividend 1.640% Annua/ Percentage Yie/d Earned >. 65U~ from 06/09/20 9> throe h 06/30/20 z9 25 Ju/ 24 Ending 8a/ante `~'f ~ ~ :_ - k' ~( 0075 - 60 MONTH CERT ~~ f ~~ ~' . ~~ y~/9,~~/.~~ Balance 18,834.85 _.~ 18,860.24 I / ~~~ ~``G~?/ 18 , 860.24 _~ _~ 19,733.17 39.41 19,772.58 ~_ ~~~ ~~~~+~ '~`.~~~' ~ 19,772.58 Maturity Date~lDec 17, 201{5 ;ription ~l ~'~ 1 / ~ yf~`r"' n age ie/d Earned 2.460"/o bom 06/0 9/20 9 9 through 06/30/2019 Ju/ 24 Ending Ba/ante ~I/!~~ ~7~~~y~ X ~ pat f.3 X ~~3(o:S` ~' Jun 25 Ba/ante Forward Jun 30 Deposit Dividend 2.430% Annua/ Perce t Y' YTn SL"~!!~~~Rl~~ TOTAL DIVIDENDS PAID 0000 REGULAR SAVINGS 0005 MONEY MANAGEMENT 0010 IRA SAVINGS 0011 CHECKING 0016 7 MONTH IRA CERT 0017 18 MONTH IRA CERT 0044 18 MONTH CERT 0045 60 MONTH CERT 0054 18 MONTH CERT 0057 11 MONTH CERT 0063 60 MONTH CERTIFICATE 0064 15 MONTH CERT 0065 9 MONTH NO PENALTY CERT 0067 15 MONTH CERT 0071 15 MONTH CERT 0072 15 MONTH CERT 0073 19 MONTH CERT 0074 19 MONTH CERT 0075 60 MONTH CERT P EC ' uW~ ~ ~~~~u 00085028 1 FP 0.414 MARGARET E FISHEL C/0 PAMELA K FRAZIER 4695 SEARS RUN DR MECHANICSBURG PA 17050 P.O. Box 67013 (717) 234-8484 (Harrisburg) Harrisburg, PA 17106-7013 (800) 237-7328 (Nationwide) website - http://www.psecu.com DUE TO A RECENT CHANGE IN A LAW, PSECU IS REDUCING THE TIME A DEPOSIT IS ON HOLD FROM 7 DAYS TO 4 DAYS, OUR FUNDS AVAILABILITY POLICY HAS BEEN UPDATED. JOINT OWNER I PAGE 1 I MEMBER NUMBER - -- -- - - 8690XXXXXX STATEMENT PERIOQ From To 070111073111 POSTINQ EFFE4TIYE ~~~~' FINANCE FEES OR TRANSACTION NEN! BATE DA`!E TF{ANSAGTION pESCRIPTIOPI - cape CHARGE CHAp6E3 ~ AMOUNT BALANCE __ _._ _ _ - - - .. ___ __- ----- - -~-~- 1 _ __. ._.._ _ _ ...__.. _- 07/01 ID O1 REGULAR SHARES BEGINNING BALANCE 38'a. ~o~ X , 005 X ~ 380 .62 TRANSFER -~ ~ '~ 5'~t ~' ~~~ 6 . U 0- 374.62 07/19 WITHDRAWAL rr; ~ , t ~ ,~ TO FISHEL,MARGARET XXXXXXXXXX S HARE O1 07/26 NAYMENT: TRANSFER FROM. SHARE 04 482.67 .857.29 07/2f> WITHDRAWAL TRANSFER ~~~ 852.29- 5.00 TO t=ISHEL,ESTATE OF XXX~CXXXXXX SHARE 0,7 07/31 PAYMENT: DIVIDEND 0.4001 0.10 5.10 ANNUAL PERCENTAGE YIELD EARNED 0.38r FROM 07/01/11 THROUGH 07/31/11 BASED ON AVERAGE DAILY BALANCE OF 306.56 '7~~1rt 07/31 ENDIhtG BALANCE 5.10 ~lfD DIVIDEND YID: ' YEAR_TO DATE 0..87 ~-Qp~ „- ~. 07/01 ID 04-CHECKING BEGINNING-BALANCE - - ~'~~:GrI K ~Ot7! ~~ ~'~ ~° rf~~~t''~ - - 482.~67r T 1 07/26 WITHDRAWAL TRANSFER TO SHARE O1 ~ 482.67- 0.00 {3a„i ~~~"~~~ /ff',~ 07/31 PAYMENT: DIVIDEND O.100i 0.03 0.03 ANNUAL. PERCENTAGE YIELD EARNED -0.091 FROM 07/Oli1 .THROUGH 07!31/11 BASED ON AVERAGE DAILY BALANCE OF 389.25 07/31 ENDING BALANCE ~..•/~ 0...03 DIVIDEND YID: YEAR TO DATE ` 0.27 ~' p,pl , d,2~ ----- ----- ~~ 07/01 ID 51 60 _MONTH CERTIFICATE BEGINNING BALANCE !5, 15939. 37 ~~~ ~~~ ~~r~~"'%~'' / ~~~ ' ` ' 07/31 t'AYMENT: DIVIDEND 2.470 (3,~,~ ~ 33.44 iS972.81 ~~ ~~ y~ri 71 ANNUAL PERCENTAGE YIELD.EARNED Z.50% FROM 07/01.11 ROUGH 07/31/11 07/31 ENDING BALANCE 1.5972.81 60 MONTH CERTIFICATE WILL MATURE ON 05/17/15 DIVIDEND YID: YEAR TO DATE '~ "~~ 227.28 .t- l~f.3! = o?~j/,v~ _ _ _ _ _ _ _ - - - - -- -- - - - - -- -- - - - _ - -_ ._____ T_ -~ _.-- __ _ -- - -- - 07/Ol. ID 53 60 MONTH CERTIFICATE BEGINNING BA A~lCE ~~~~I~`'~3 ~= ~ ~~~ ~ ~~~~'"`'~~~~ 39519.70 07/31 PAYMENT< DIVIDEND' 2.370 ~`~~ ~~~~~~`-~3~i~~'~'Qta~ 79.55 39599.25 ANNUALPERCENTAGE YIELD EARNED 2.4OFRflhl6T/0~ 11THROUGH 07/31/11 07/31 ENDING BALANCE ~ 39599.25 60 MONTH CERTIFICATE WILL MATURE ON 05/10/16 ~ ~~~ DIVIDEND YID: YEAR TO DATE 212.64 -t- ~q,x(a = aZv2~~C ==_^__-=-- -TOTAL DIVIDENDTY'TD~: YEAR TQ DATE... 964.45 0101 000 40550 Zti Sc itrade' P.O. Box 31759 St. Louis, MO 63131-0759 (314) 965-1555 (800) 888-1980 November 3, 2011 Pamela K. Frazier 4695 Sears Run. Dr. Mechanicsburg, PA. 17050-2560 ACCOUNT INFORMATION ~: Estate of Margaret E. Fishel SCOTTRADE ACCOUNT NO.: 327-40593 /Single Dear Pamela Frazier, MEMBER FINRA/SIPC The undersigned, a representative of SCOTTRADE, INC. hereby certifies that on Jul 5 2 the account referenced above had a total value of $3,106.34. Enclosed for your convenienc011, account statements for the months of June/July 2011. e are This account is currently assigned to the Scottrade b nch at 4635 Hi h Pointe Harrisburg, PA.17111.They can assist you with ope ing an account from whichBhese assets be distributed, or refer you to a branch in your area can Sincerely, SG~I ~ '~ ~ 4J' 7 ~~ ~w~~ Harry Carr IV ~~ ~ + ~~ Special Handling Analyst ~ Scottrade, Inc. 500 Maryville Centre Drive ~ St. Louis, MO X63141-5814 Phone 314.965.1555 X 2997 Enclosures "The value noted herein was calculated by summing the account's cash balance and closing rices o securities positions held in the account (or other recent pricing information if a closing price was not obtainable), derived from sources believed to be reliable. These values are provided for informational purposes and are not designed to be a tax statement or tax return document. Please consult a tax professional when determining estate valuations for the purpose of tax reporting. " D I '~~ ~ ~ x D C N C 0 c a' >y~ n 1 ~mm ~ C ~ Z W C m`mn o nz --I rn ~ ~ OA o yD nP ~ ,. m ~ m ~,, m 0 o~ w N O A m v n a 0 3 n N ( ~ V d A O O O D D r A D m m r ~ Z n A o ~ n ~ m D m ~ y c C { ~ Z A z ao m ~ n ~+ m D D n ~ ~ Z (7 ~ c O m ~ m m ~ O ~ ~ D ~ O ~ D z n D m ~ m N N N o o c c m C D c m ~ m H ~ ~ c' N N ~ rn ~ ". ~ m rn ~ _ `° rn w D ~' ~. g ~ O ~ v O p O m g ~ _~ ~ -+~ ~ m xC a m z ~ ~ m o ~ p to ~ m o ~ ~ ~ ~ Z m z O W ~ ~ o ~ ~ O D ~ ~n ai o~ D r ~O =gym r ~ ~ ~ z m z m ~ '< m n < D ~ ~ D m m D n n m m m 3 01 N a m x .~. e 7 n 0 3 m n c j Q H ~ O O O ~ 3 1 O O O N m a D c d N N O r ~ O N N N V Of A ~ ~ ~ N .C (D J O N ~ o ° ~. ~ v p~ O N ~ o , o ,""~, A ~ W ~ ~ ~ ~ O (7 7 c~ N D C~. ~ N Ot ~ O O ~- ~ 2 ~ U+ 3 ~ 7' ~ N i D ~ N A- ~ p .~ ~ ..A N ~ m ~~ ~ W X 0 C7 ~ ~ ~ N ~ N C.J O fV v ~~ n' ' ~ bz ~ ~ O 3 w ~ + ~ N :~ C, ~ O a N O p~j m C° <. 9' m ~L X N ~ N ~ ~ Q, ~ Q~ N ~ ~ ~ > ~ )C ~ ~ ~~r ~ .n ~ C ui 3' Q. C ~ j 3 D CI_ (D A ~ ~ "< m cD N n fTl S17 ~ ~. ~ O N ~ ~ O N N a ~ ~ '~ n N ~ O_ ~ ~ O no~ ~ ~ ~ nay mm~ ~! G1 C H zm ~~r 0 u, O i N m 0 D ~ n ~ A m c°'i, O ~ W = -~ ~ ~ D ~ ~ ~ ~ C = D ~ ~ w O a ~ O 0 ~ a ~~ :~ N ~ ~ D n . to o cn Z - i m 0 3 ~ w ~ j W r _ ~ ~ j ~ 0 m ". ' m 7 A J' ~: m: O ~ m ~'. w o ¢- ~ ':; ,~ ~. ~~ -~ n ~. ~- a ;~. cc <_, U - ~~ ~~ Vii' ~ :~ MARGARET E FISHEL Deposit Accounts Account Number Average Daily Balance Current Balance THE SOVEREIGN ONE ACCOUNT 2471710549 $10,874.61 $11,082.87 SOVEREIGN PREMIER CHECKING 571204104 $2,043.09 $2,043.11 Total Deposit $13,125.98 Time Deposit Accounts Account Number Maturity Date Interest Rate Current Balance 18 MONTH IRA CD 2338197029_" 08/11/12 1.24% $2,690.59 Total $2,690.59 MARGARET E FISHEL Account # 2471710549 Balances Beginning Balance. $10,554.04 Current, Balance $11,082.87 Deposits/Credits + $528.83 Average Daily Balance $10,874.61 Withdrawals/Debits - '$0.00 Interest Paid this Period ` $.0.83 .Annual PercenfageYield Earned 0.10% Earned this Period $ 0.83 Paid Last Year c6.54 Paid-Year-To-Date` $ 6.57 -y;~~ f U ~t/Tb•I~' / 'The interest earned and the interest paid may differ depending on when interest is credited to your account. ~~ Account Activity ~ ` ~'~ n~~. ~' '` ~/ '~~3-~~~" `' ' Date Description // , ~~ ~' ~ ~ ~'~ ° °~ °~ ~ ~ ~ . `~ d ~ ~ ~ Additions Subtractions Balance ~' ~ x $10,554.04 06-20 Beginning Balance ~ f' : y' 07-01 US TREASURY 303 XX5OC SEC 070111 ~, ~, _. """ •° $528.00 $11,082.04 A SSA ~7::i ~ ~, , .riav•~ ~r•i f ~r'~s~1 ~-_ ~ R~-'~I~~ /~ __ 07-15 INTEREST CREDIT ~ ~ .___.__._-~ $0.83 $11,082.87 ;> ~.~_ F,... ; , Balances ~- f~,~ _ _i~~~---r1f'-~~~..1 ~ ~',r Beginning' Balahce $2,043.09~/rr ance +`~ 2,043.1. Deposits/Credits + $0.02 Average Daily Balance WithdrawalslDebits -` $0.00 This balance was calculated for the period beginning on 05/23/11 and ending on 06/21/11 Interest ~~~ Paid this Period ` $ 0.02 Annual Percentage Yield Earned 0.01% Earned this Period $ 0.01 _ Paid Last Year $0.01 Paid Year-To-Date $ 0.05 `The interest earned and the interest paid may differ depending on when interest is credited to your account. page Z oJ~3 2~7/?1!1~d9 MARGARET E FISHEL Account # 571204104 ranter rrlendly Today is: 07/16/2011 Customer Profile Name: SSNlTIN: Email: Home Phone Work Phone: Cell Phone: Fax Phone: Fnanc_a.l_Summa_ry_ User: shunter Name: Steven C Hunter Branch: 0057 Change Branch Address: MARGARET E FISHEL 168-24-2983 Mid Atlantic [6017] 4605 SEARS RUN DR MECHANICSBURG PA 17050- 2560 (717) 737-0378 Birth Date: 01/30/1929 (717) 761-0360 Mother's Maiden: Portfolio Code: Portfolio Manager: ID Protector: Certified W9: YES Certified on: 11/15/2002 DDA/Sav_i_ngs Certificates of Deposit FINANCIAL SUMMARY (Balance from prior day) Ending Ledger Balance Total Accounts $13,125.00 Total Certificates of Deposit $75,164.00 Total Deposits $88,289.00 Total Outstanding Loans $0.00 TCta! Available Credit $O.OG Page 1 of 2 End Customer Session « Back to Search Customer Service History: At-a-Glance (Last 18o Days) Reported Problems 1 Pending Requests p Customer Notes 0 All Existing History » 61 Notice: B2 Notice: Bank Cards Loans Available balance $13,125.00 $75,473.00 $88,598.00 $0.00 $0.00 Received C Notice: NO Other Accounts DDA/SAVINGS ACCOUNTS Account Number Account Type Account Status Tax Open Date Reporter Relationship Ending Ledger Balance Available Balance Statement 0571204104 Checking with Interest Open 0 210 912 0 0 7 YES Primary $2,043.00 $2,043.00 Passen ger ec mg with Open YES P i Interest 04/24/2003 r mary $11,082.00 $11,082.00 Driver 2474067620 Money Market Closed YES Prima D' $0.00 $0 00 10/24/2006 ~ . Stand Alone CERTIFICATES OF DEPOSIT Account Status Ending Ledger Available Interest Account Number Open Date Tax Reporter Relationship Balance Balance Rate Maturity Date 0575539937 Matured 02/09/2007 YES Primary $0.00 $0.00 0.0000% n 1685271569 Delete 03/08/2000 YES Primary $0.00 $0.00 0.0000% ~~7-~ (~ Lys ~f ~{ ~i..~~~,f~' . ~ 1~0( 1685271577 Delete 03/08!2000 YES Primary $0.00 $0.00 0.0000% J . 1685344861 Delete 03/09/2002 YES Primary $0.00 $0.00 0.0000% 1685550004 Delete 11/20/2009 YES Primary $0.00 $0.00 0.0000% / 1685550012 Open 11 /20/2009 YES Primary $21,497.00 h~~ $21,497.00 ~ j 0.0000% ~1/30/20i2o y~~) (,(~`j~ n t, 1685553651 Open 04/11 /2011 YES Primary ' $50,977.00 ~ . 1i ~ $51,286.00 ° 2.7600 /0 V 1 -~i ~1d~ (,~.(.t/~ 04/ 1 /2016 i +, O r ~ ``~ ~ N ~ ~~~ Cho 5~ h y C'p's , c~ o a-f k~e~ ~ n ~-~ .~ o y-~ 5 ~o~ r~G~ >~ , n a t^`~j /V1~. GM~!/ ittps://middleware.sovereignbank.com/printFriendly.jsp?needSig=no ~ l~ -(,~ ~n ~~~~~, 7/16/2011 Printer Friendly 2338197029 Open 02/11/1997 2475172561 Delete 03/10/2009 2475172579 Delete 03/10/2009 YES Primary $2,690.00 $2,690.00 1.2400% 08/11/2012 YES Primary $0.00 $0.00 0.0000% YES Primary $0.00 $0.00 0.0000% BANK CARDS Account Status Card Number Open Date Card Type No current accounts on record. LOANS Account Status Account Number Application Open Date No current accounts on record. OTHER ACCOUNTS Account Number 0000000168242983 04258942 Application Code Telephone Banking (TB) Investment Account (LB) Net Principal Gross Principal f Account Status Open Date Open 07/15/2011 Open 03/08/201 1 c Available Balance Interest Rate Relationship Primary Primary Page 2 'of 2 ' https://middleware.sovereignbank.com/printFriendly.jsp?needSig=no 7/16/2011 Sovereign 111222 -11057 MARGARET E FISHEL C/O PAMELA K FRAZIER 4695 SEARS RUN DR MECHANICSBURG PA 17050-2560 It's always a great time to save with Sovereign! Statement Period 1-01-11 TO 12-31-11 INVEST CD For your convenience our Customer Contact Center is available from 7 am - 8 pm EST, 7 days a week. Cal! us at 1-877-SOV-BANK (1-877-768-2265). Hearing impaired 1-800-428-9121 (TTY/TDD). www. sovereignbank. com. Choose from among our many options to grow your savings. You can review our CD rates and "lock in" the current rate for the term you choose. Or you can save in one of our money market sa~ivle variable rate of returnacMosttimportant ra~ of these ibility than CDs with an attrac options are safe, secure, and FDIC-insured. Visit sovereignbank.com, stop by any of our local branches, or call us at the number at the top of this page for more information. Account Activity Balance Date Description DepositslCredits WithdrawalslDebits $21,497.53 1-01-11 Beginning Balance _ $644.93 $22,142.48' 11-30-11 INTEREST EARNED 644.93 $21,497.53 11-30-11 INTEREST CHECK $21,497.53 12-31-11 Ending Balance r ~- x ~ la,~~, .~ 3 ~ l.~ ~~ ~~ ~03 X ~~~ ~ 1 ~ ~e~' ~~ ~ ~" DEPOSITS INSURED BY FDIC EQUAL OPPORTUNTTY LENDER ! 68.15500! 2 page 1 of 1 MARGARET E FISHEL $644.93 0.00% Interest Paid This Period $844.93 Current rate 11-30-12 Interest Paid This Year Maturity Date t ~~~ Send Inquires to: Main Switchboard: (800) 283-2328 5000 Louise Drive EZ Call: (717) 697-4372 or (800) 283-4372 Jun 25 , 2011 thru Jul 24, 2011 PO Box 40 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 rasa-si~3 Account Number: 124053 ME MB ERS o. Mechanicsburg, PA 17055 TeleBranch: (800) 237-7288 www.membersi st.org Page : 2 of 4 . ~ ~,~~.~•~o~ ~ ,0~~2~7~ ~'~~~ ~ol~ ~a~i ~~~~'~~ ~ $1 ~ '~~ ~ l B Date btractions itions ~' ~ lg ' ' Transaction Descri lion l t • ~ ance a Jul 01 Deposit ACH XXCIV SERV 1,031.68 8,812.04 ID: 3121736156 CO: XXCIV SERV ..-•.. 00- 4 000 8.12::04 4 Jul 05 , . Withdrawal EZ Call Transfer To Share 0011 19 ~ ~~"~ 336 , 148 23 6 Jul 18 . Deposit ACH CITIBANK N.A. LO 143.23- 5 . , 5.00 Jul 18 , Withdrawal 5.00 Ju/ 24 Ending Ba/ance 0005 -MONEY MANAGEMENT ~f~~,~-~~~ ~~i(•~ ~ v ~ ~~? ''~-~`=~' ~/ 3~~ ~7 4' Additions Subtractions Balance Date Transaction Descri lion 374.08 21 Jun 25 Jun 30 Ba/ance Forward Deposit Dividend Tiered Rate 6.15 , 21,380.23 Annua/ Percentage Yield Earned 0.350"/0 from 06/01/2011 through A6/30/2011 - / / . J9 n ~ ~ r 'f~~ / ~ 380.23 21 Ju/ 24 , _ j ~ 3g t• 0 3bs - 0, ~~ Ending Ba/ance ~ ,~ 3 9O -2-3 X •~y X , `~, 0010 -IRA SAVINGS Date Transaction Descri lion Additions Subtractions Balance Jun 25 Ba/ance Forward / , /~'J/2~ i ~b ~j~ ?~~... 1.17 Ju/ 24 ~ Ending Ba/ance CERTIFICATE ACCOUNTS 0016 - 7 MONTH A CERT Maturity Date -Nov 26, 2011 Date Transaction Descri lion Additions Subtractions Balance Jun 25 Ba/ance Forward 1,676.96 Jun 30 Deposit Dividend 1.100% 1.52 1,678.48 Annua/ Percentage Yie/d Earned 1 110"/0 from 06/01/201t1t through /30/2011 Jul 24 Ending Ba/ance .'r" ~ ,z ~./~' ~,r'~,;j %„~.~ U ~ ~/~,;~ °;% j, ' `+^ ~ f ~;, 1, 678.48 ~/~ ' r 0017 -18 MONT IRA CERT ,Maturity Date -May 08, 2012 Date Transaction Descri lion Additions Subtractions Balance Jun 25 Ba/ance Forward 27,134.08 Jun 30 Deposit Dividend 1.150% 25.65 27,159.73 Annual._Pecc_entage.._.Y.veld .Earned_ 1._.160'l_fromnOB1.0.1L20_L1 through 06/30/2011 j Jun 30 Withdrawal Transfer To Share 0000 Normal Distribut 1,911.42- 25,248.31 ' Federal Wi#hh dip __191.15._-__.-__ ~~1" s ~e~ ~,a(~ 25,248.31 Ju/ 24 Ending Ba%ance ~ .~• 3/ ~~~ -~- 382.30 lRS Withho/ding Year to Date ~~~ ~~.'~ ~ ~ J, ~ . ;' y~~ ~~ ,+~ 0044 - 18 MONTH CERT Maturity Date -Mar 13,,2012 -, ~ - ~ I ~ ~?? r! Date Transaction Descri lion ~' Additions Subtractions Balance Jun 25 Ba/ance Forward 17'877'87 Jun 30 Deposit Dividend 1.240% 18.22 17,896.09 Annua/ Percentage Yie/d Earned 1.250 from 06/01/2011 through 06/30/2011 `,,/ Ju/24 Ending Ba/ance /7~q(p.~9 X ,0/Z~X `~~3bS'~~'•~'~~'"" ~l7; g~~r~%' ~f/ 17,896.09 0045 - 60 MONTH CERT Maturity Date -Mar , 2016 ~ ~ ~~a ~~~ ,~~ ~~ ~vti~ t ,~ g~2y~ /~ Date Transaction Descri lion -' ~ Additions Subtractions Balance 567:71 3 Jun 25 Ba/ance Forward Jun 30 Deposit Dividend 2.130% 6.25 06/30/20 > h , 3,573.96 Annua/ Percentage Yield Earned 2. 150"/0 from 06/01/2011 throug / ~ ~~'~~ ~~ ~t f ? 3 X ~ ! 31~ x ~ ~?~ ~ ( O z ~ ~ ~ ~ ~ ~ ^ '~ / B i 3 , 573.96 . , ance 3 ~ j, t o . , z a ng Ju/ 24 End 0054 - 18 MONTH CERT Maturity Date -Sep 15, 2012 r ~ /~ ~~a ~~ Date Transaction Descri lion ~ .s Additions Subtractions Balance 19,396.52 Jun 25 Ba/ance Forward Jun 30 Deposit Dividend 1.050% 16.74 _ ~ ~ 19,413.26 Annua/ Percentage Yie/d Earned 1.06U~ from 06/01/2011 through 06/30/2011 ~-~" ~ - ' l ~ '~ ` ~ ~ ° ~ ~ `r., ~ ti~.~ :;` ' ~' ~ 19 , 413.26 ~ - ; ~+ S - < ~i a ~ ~C? :~ + ~? / ;t ~ ~ Ju/ 24 Ending Ba/ance 9 ~ ~t ; : --- Continued on reverse side --- ~--._..a - ~= f St MEMBERS 1St FEDERAL CREDIT UNION Send Inquires to: ' 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.membersl st.org Main Switchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 TeleBraneh: (800)237-7288 10286 1 AV 0.340 20571-10286 I~~~III~~~III~~~~I~I~II~~~~~I~I~I~I~~II~~II~~~I~I~~~I~I~II~~~I ESTATE OF MARGARET E FISHEL C/O PAMELA K FRAZIER EXECUTRIX 4695 SEARS RUN DRIVE MECHANICSBURG PA 17050 Statement of Accounts Aug 25, 2011 thru Sep 24, 2011 Account Number Balances at a Glance Checking Savings Certificates Loans: Money Management Swipe 5 YTD Reward Page Enter for your chance to win PENN STATE sporting event tickets! See the enclosed insert for details! 425445 4,025.21 557.23 150,001.85 0.00 0.00 0.00 1 of 2 CHECKING ACCOUNTS 0011 -CHECKING Date Transaction Descri tion Additions Subtractions Balance 5 , 887.76 Aug 25 Ba/ante Fon~va~d 0 61 5,888.37 Aug 31 Deposit Dividend 0.100% 100"/o from 08/01/2011 though 08/31/2011 /d Earned 0 Yi . Annua/ Per . e centage Based on Average. Daily Ba/ante of 7, 198. 1T 218 15- 5,670.22 Sep 06 Check 000410 Tracer 0001260196 . 1 206.53- 4,463.69 Sep 06 Check 000409 Tracer 0001160141 , 27 16- 4,436.53 Sep 08 Check 000411 Tracer 0001119143 . 85 32- 4,351.21 Sep 08 Check 000412 Tracer 0001119144 22 00 500 . 26,851.21 Sep 15 Deposit Transfer From Share 0000 , . 00- 326 26,525.21 Sep 15 Check 000413 Tracer 0017244871 . Processed Check -ERIE INSURANCE TypE ~ ,?5~03aF77 ! D : 125F038677 500.00- 22 4,025.21 Sep 21 Check 000414 Tracer 0001095124 , 4 , 025.21 Sep 24 Ending Ba/ante CHECK SUMMARY Check # Amount Date Check # 000412 Amount 85.32 Date Sep 08 000409 1,206.53 Sep 06 15 Sep 06 218 000413 326.00 Sep 15 000410 000411 . 27.16 Sep 08 ! 000414 22,500.00 Sep 21 6 Checks C/eared for 24, 363. 16 SAVINGS ACCOUNTS 0000 -REGULAR SAVINGS Aug 25 Ba/ante Forward ~~~ ~QI ~, f~l 112.59 Aug 31 Deposit by Check / Aug 31 Withdrawal Transfer To Share 0040 Aug 31 Deposit Dividend 0.250% 11.13 Annua/ Percentage Yie/d Earned 0.250"/o from 08/01/2011 through 08/31/2011 150,000.00- 172,933.51 173,046.10 23,046.10 23,057.23 t:ontinued on following page --- ~~ ~~ a0 MEMBERS 1St FEDERAL CREDIT UNION Send Inquires to: 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.membersl st.org Main Switchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800} 283-4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 TeleBranch: (800)237-7288 078'. 1 AV 0.340 1301-6781 I~~~III~~~III~~~~I~I~II~~~~~I~I~I~I~~II~~II~~~I~I~~~I~I~II~~~I ESTATE OF MARGARET E FISHEL C/O PAMELA K FRAZIER EXECUTRIX 4695 SEARS RUN DRIVE MECHANICSBURG PA 17050 Statement of Accounts Oct 25, 2011 thru Nov 24, 2011 Account Number: 425445 Balances at a Glance Checking : 3 , 878.52 Savings : 559.62 Certificates : 0.00 Loans: 0.00 Money Management : 0.00 Swipe 5 YTD Reward : 0.00 Page : 1 of 2 Enter for your chance to win PENN STATE sporting event tickets! Visit any branch location or www.members1st.org to enter. CHECKING ACCOUNTS 0011 -CHECKING Date i ransacuon ues~n ~~~~ ~ 3 , 670.49 Oct 25 Balance Forward 256 22 ~ -3~~ 33 3 , 926.71 Oct 31 Deposit by Check 3 , 927.02 Oct 31 Deposit Dividend 0.100% Annua/ Percentage Yield Earned 0. 90U~ from 10/01/2091 through 90/39/20» Based on Average Daily Ba/ance of 3, 678.76 150 ,114.68 154 , 041.70 Nov 01 Deposit 18- 13 154,028.52 Nov 04 Check 000417 Tracer 0001080232 . 000.00- 75 79,028.52 Nov 07 Check 000419 Tracer 0002675920 , 75 000.00- 4,028.52 Nov 09 Check 000420 Tracer 0001162308 , 150 00- 3,878.52 Nov 14 Check 000418 Tracer 0002868190 . 3,878.52 Nov 24 Endng Ba/ance Cttif=G~: SiJPJfiviARY Check # Amount Date Check # 000419 Amount 000.00 75 Date Nov 07 000417 13.18 Nov 04 Nov 14 000420 , 75,000.00 Nov 09 000418 150.00 4 Checks C/eared for 150, 163. 98 SAVINGS ACCOUNTS 0000 -REGULAR SAVINGS Additions Subtractions Balance Date Transaction Descri tion 559.50 Oct 25 Ba/ance Forward 0 12 559.62 Oct 31 Deposit Dividend 0.250% Annua/ Percentage Yie/d Earned 0.250'% from 10/01/2011 through 10/31/2011 559.62 Nov 24 Ending Balance --- Continued on following page --- ~~~~ ~st 1~~I3F?kAi..l;HtElli.9` 11151!(jAl Strawberry Square Third and Walnut Streets 173 Strawberry Square Harrisburg PA 17101 Inquiries Call: 717-214-5471 Acct XXXXXXX445 ESTATE OF MP.RGAR Eff: 10/31/11 Date: 10/Sl/11 Tlr: 2108 Time: 2:llpm Deposit to CHECKING 0011 Prev Bal; 3,670.49 Amount: 256.22 New Bal: 3,926.71 Seq° #288511 Check Received 31.22 Check Received 75.00 Check Received 150.OC Authorized by ID Source: ;~ Drv Lic J SigCard X' Known u Other VISA Balance Transfer 1.90; APR NO balance transfer fees. Ask an associate for more details. ~ 3~ G " ESTATE OF b1ARGARET a FISHEL ~" AmeriChoice FEDERAL CREDIT U N I O N Building Relationships For Life January 17, 2012 Pamela K Frazier 4695 Sears Run Dr Mechanicsburg, PA 17050 Re: Estate of Margaret E Fishel Nis Frazier, The decedent had one member number 34571 titled Margaret E Fishel. This account included: Regular Savings (suffix 0001) - opened 11/22/2002 Share Certificate (suffix 0060) -opened 11/22/2007; JT Pamela K Frazier Share Certificate (suffix 0061) -opened 11/22/2007; JT George R Fishel Share Certificate (suffix 0062) -opened 11/22/2007; JT Geoffrey T Fishel Date of death balances are as follows: Balance ~ -~-114Q.L.~$ 27.26 0060 - $ 5,580.66 0061 - $ 5,579.70 ~SC 0062 - $ 5,579.70 The above balances Accrued Dividends 0.01 ~ $ 29.58 ~ \ $ 29.57 ~'` , $ 29.57 ~ ~ include the accrued durued divideinclude the acc nds, Mrs. Fishel did not have a safe deposit box with AmeriChoice. I have included Mrs. Fishel's most recetit stateiiient. Please feel free to contact me directly with any questions you may have. Sincerely, Bonnie R. Seagraves ~~ Operations Specialist Phone (717) 591-1282 Fax (717) 697-3713 Email bseagrLaves~a americhoice.org Main Office: 2175 Bumble Bee Hollow Road • Mechanicsburg, PA 17055 • Phone: (717) 697-3474 • Fax: (717) 697-371 " Website: www.americhoice.org EQuel _ Opportunity :oueixouswc L E N D E F LENDER ~~~ CREDIT UNIONS' AmeriCh®iee 2175 Bumble Bee Hollow Road Mechanicsburg, PA 17055 FEDERAL CREDIT UNION Toll Free:l(800)240--4364 Building Relationships For Life Fax Number: (717)697-37]3 N'ww.amerchoice.org 837 1 AV 0.340 Ill~llll~~~~~illillllillll~l~l~~u~lll~~il~llill-llll l~i'~ II IIl3 MARGARET E FISHEL ~- - 4605 SEARS RUN DR MECHANICSBURG PA 17050-2560 statement of Accounts Jul 01, 2011 thru Sep 30, 2011 Account Number: 34571 Account Balances at a Glance: Savings: Certificates: 27'28 11,227.78 Relationship Reward Level is: General a __ _ - ~ ,._ _ PAGE 1 of 2 --- Watch-the interest on o y ~eao l ou m ke y vanish witfi our new vanish - interest romotlon! For ev~el y perfect; on tune payments you ill _ have .25 /o deducted_froin your auto loan interest rate. The program will continue: until you receive up to a ] °ro~reduction on the original APR ofyour loan:-Visit www.americhoice.w'g for complete details or to .apply for an auto loan! Protect. one of your most valuable posessions... youur identity! Accurate information is tliebest defense againsfID theft! Please be sureyour contact infonTiatiwl is current and correct.. Contact a Melnbe>• Service Representative - today at 800-240-4364 to update your information. REGULAR SHARE - 0001 '' Date Transaction Descri tion 07-01 Balance Forward 07-31 Deposit Dividend 0.250% Additions Subtr Balance Annual Percentage Yield Earned 0.430% from 07/01/11 through 07/31/11 0.01 G 5 08-31 Deposit Dividend 0.250% F'' ~~ 27.26 Annual Percentage Yield Earned 0.430% from 08/01/11 through 08/31/11 0.01 09-30 Deposit Dividend 0.250% 27.27 Annual Percentage Yield Earned 0.450% from 09/01/11 through 09/30/11 0.01 09-30 Ending Balance 27.28 Dividends Paid Year to Date . o.os 60 MONTH CERTIFICAT ' 27.28 ~' E - 0060 i Joint Owner: PAMELA K FRAZIER Date Transaction Descri tion 07-01 '' Balance Forward 08-22 "' Additions Deposit Dividend 4.523% '~/~~~!/ -- 7 ~/~/ ~3 ~ _ Annual P ' - S Subtractions 1~ '' ` Balance ` 63.29 ercentage Yield Earned 4.600% from 05/22/11 through 08/21/1 09-30 Ending Balance ~J 1 ~/ rJGZ. ~ 5,551.08 5,614.37 '' 60 MONTH CERTIFICATE 'I Dividends Paid Year to Date I I mature on 11/22/12 ,d _ ~-' J a9yS 60 MONTH CERTIFICATE - 0061 185 74 ~,SS/Yof'~.a~ ~~ Joint Owner: GEORGE R FISHEL ~- ~ _~ ~~ _ 614.37 ~~ ~ 80.(~,~ e rlaiance Forward ~~~~ 08-22 Deposit Dividend 4.523% ~ ~~ %/ ubtractions Balance / ~ ~/~~ ~~ / 5,550.13 Annual Percentage Yield Earned 4.600% from 05/22/11 through 08/21/11 63.28 09-30 Ending Balance fa 5,613.41 60 MONTH CERTIFICATE will m~ e ~ 1X22/j~L~ ~ r~' Dividends Paid Year to Date l a 3 X ~/36`~~ ~°~ 9 j / 5,613.41 85.71 ~, 550 - . 5~ ~ ~S S7~ 70 , 2832 - 837 - 3 /gmellCholce Jul 01, 2011 thru Sep 30, 201, ~EEDElAI ClED1T DNION Building Relationships For Lite PAGE 2 Of 2 Account Number: 34571 60 MONTH CERTIFICATE - 0062 - Joint Owner: GEOFFREY T FISHEL Date Transaction Descri lion Additions Subtractions Balance /, ' / S 5,550.13 07=01 Balance Forward ~ ~2 ~1 '~ , ~/~/ ~~j `~`7 63.28 5,613.41 08.22 Deposit Dividend 4.523% Annual Percentage-Yield Earned 4.600% from 05/22/11 through 08/21 / 1 De osit Dividend ~ ~ 5s~• ~ 3 X = O ~~~-~ X ~~~~~ 26.44 ~a~ `~~ 5,639.85 09-29 p Annual Percentage Yield Earned 4.620% from 08/22/11 throng 5~ ~ 1{ , -5,639.85 0.00 09-29 Withdrawal ~ ~ 5"50. ~3 -r a~'.y % 5~~9 TO GEOFFREY 47865 60 MONTH CERTIFICATE Closed (Z , ~h~ ~ *** This is the final statement you will receive for this account *** a- ~ *** Please retain this final statement for tax reporting purposes ** Dividends Paid Year to Date 212.15 Y i u S~iT~IiVIARiES ~~-(~ TOTAL DIVIDENDS PAID REGULAR SHARE 0.09 60 MONTH CERTIFICATE 185.74 60-MONTH CERTIFICATE' 185.71 60 MONTH CERTIFICATE 212.15 Total Dividends Paid Year to Date 583.69 2175 Bumble Bee Hollow Road ~ AmeriCh®ice Mechanicsburg, PA 17055 Phone: (717) 697-3474 FEDERAL CREDIT UNION Toll Free: (800)240-4364 Building Relationships For Life Fax Number: (717)697-3713 www.amerchoice.org 837 1 AV 0.340 2831 - 837- 3 Ill~llll~~+~~lllnllllllll~l~r~n~lll~~ll~llilllllll~ln~~ll~lll MARGARET E FISHEL 4605 SEARS RUN DR MECHANICSBURG PA 17050-2560 statement of Accounts Jul 01, 2011 thru Sep 30, 2011 Account Number: 34571 Account Balances at a Glance: Savings:. 27.28 Certificates: 11,227.78 Relationship Reward Level is: General PAGE 1 of 2 }Watch the interest on your auto loan simply vanish with our new vanishing interest promotion! For everyyear you makeperfect; on-tune payments, you will have .25% deducted.from your auto loan interest rate. The or~gram wilLcontinue ,. - __ . until you receive up to a 1%,reduction on the original APR of your loan. Visit www.americhoice.org for- complete details or to .apply for an auto loan! Protect one pf your most •valiaable posessions..: your identity! Accurate information is Ole best defense against ID theft! Please be sureyour contact information is current and correct_ Contact a Member Sen~ice Representati~ e today at 800-240-4364 to update your information. - - - _ -- __ - REGULAR SHARE - 0001 Date Transaction Descri tion Additions Subtr Balance 07-01 31 7 Balance Forward 250% 0.01 osit Dividend 0 De G 5 t~ ~~ 2726 - 0 . p Annual Percentage Yield Earned 0.430% from 07/01/11 through 07/31/11 08-31 Deposit Dividend 0.250% 0.01 2727 Annual Percentage Yield Earned 0.430% from 08/01/11 through 08/31/11 09-30 Deposit Dividend 0.250% 0.01 2728 Annual Percentage Yield Earned 0.450%from 09/01/11 through 09/30/11 09-30 Ending Balance 2728 Dividends Paid Year to Date 0.09 60 MONTH CERTIFICATE - 0060 Joint Owner: PAMELA K FRAZIER Date Transaction Descri tion Additions Subtractions Balance 07-01 Balance Forward ~ /~~/ j~ .,~ rJ t~~~/ l~.~j ~s ~'~ r 5,551.08 37 614 5 08-22 Deposit Dividend 4.523% / 63.29 1/11 . , / / ~ ~I ~ ~ Annual Percentage Yield~arned`4.600%fro~05~~~~)rou~ ~~ f ` 614.37 SI', ~~ ~31a~~ o~9°S Balance S > di E 09-30 , ng n 60 MONTH CERTIFICATE will mature on 11/22/12 ~ ~`Q r.:..:~__,,_ o.,:.~t v.,.,. +., n~+o 185.74 ~; J ~/ • ~a ~ a ~' ~'~ j g~,~~ J ~~ ~ ~ J 60 MONTH CERTIFICATE - 0061 ~ ~ ~~ Q Joint Owner: GEORGE R FISHEL !/ Date Transaction Descri tion ubtractions Balance 07-01 Balance Forward ~c'~ ~~ j~~ -.~ ~ ~//~ L f?J ]1,,, i~ 5,550.13 08-22 Deposit Dividend 4.523% L"']' 63.28 5,613.41 Annual Percentage Yiel Earned 4.600% from 05/22/11 through 08/21/11 09-30 Ending Balance ~ 5 ~ S~~ l~jX' ~ ~5(a ~ x ~~/~j(pv ~ ~o? ~• ~' ~ 5,613.41 60 MONTH CERTIFICATE will mature on 11/22/12 Dividends Paid Year to Date 185.71 , ~~~ 550 ~ . 5~ ~ ~S S7% ~~ P ~-l ~~•s~ii ~-.1- ~; _ _~ - - - - - - -- T t 0 ~ 0 N N 2 r p ~ O m~~ ui p ~ 0 C~ C ~ U tL .` L a ~- amL u. ~~ ,~ C Q i ~i i o ~~ ~ o ~ ~ ~~m mm ~ O ~ az ~ ~ ~ ; C~ Q O ~ O ~ O a~ .~ m W ~ ~ ~~~ ~~ ~O o _ o m • ~ G E_ ~ _ Z ao ~~ ~~ 0 °o o~ vi m= o m`= ~i ° ~ 0 2~ >°~ m ~m F - ~- ~ ~#' N C ati ® W > 0 1< NF Q ~ N p W y~ W .. ~ __ ~ 7 WN U N . _._ . ~I ® E- ~ W~ K LL W f z __O ~I _~ ei - ~ - _ ~ .. ; -- ~' I ' ~p ~ 1 ~ ~p :~ W ~~ ~, ., ; ,.,. ~ o '~ ~9 i ~ ~~ <}"~ J LLB Q =Ua ~. .. ~ tAZ„' ~~ `" '='~ ~ M lL~~ i~t s ~ -~ = I ~ ~ N W f/1 GG ~~ ~ i ~ ~ f-av ~ ~ ~ WWH I N PY_NZ ~ - Q_Q op min r j .p ~oU~ ~~F ,r '~ S M W r1 T °r "~ .• r o g ._ V~ O 0 O' S .., ~, ~ r. 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Q ~ I ru -.. ~ ~ ~ • ~€ c ~ -_ ~ ~ € /~ a o~ ' . ~` o ~~ o ~ o _'~ ° wti g ~ >~ ~ M H W ~ ~~~ ~ S '' W Gl ¢ Iy ul ~Z ` i M LLLlZ' s -. ~ ~ ~. _~ ~ ~ W (n Cq ~ O F-~U ~ ~ ~ ~~ ~ Z Y ~ ~ ~ - Q ~ ''" °; 00 CD tq s > •~ ~ ' ~ ~cU ° ~ 4~aw ~ ~ ~ SAS - p ~ N w: 64 O O ~°'~ Ro"~0f ::,. A'I ~~ v 1 CQ w w F,, _Z LiI ~; LC w. 4. 4! CY ; O a ~o ~y ~~ a ° 3 ~ ~ ~ >, • -~ O~ N Z W .c ~ o ~ .° '-_ ~, o .fl ' ~ N > 1 0 !~ Z G ~ • NwL N a w. 2 ~ o r; o~~a~. "' a ~ a~ > ~ a~ ~'ta ~ ~ocx•c v ~,~4~co m ~ ~~~~ ~ m W ~j ~ 3 ~. ~ •Q ~, ~ ~ ~ o~~ ~Z~ ~° ~ w s y ~o w o~ ~ cW>'~~ ~ - Z ~ ~(~ ~ • N `~i o ty ~N~ ~ V ~0~~ N d-~._.~ W 3 ~~-a,a~ ri v •- W ca~~~m ~ ~`~~~ ~ U~3~30~ ~ • o i,~j „t `o ~ •O ~ ~e~e ~ ~ ~ ~ N t ~ ~ ~ ~ ~ 7 = ~(J ~~~ ~ cgm3 a mwv~ j ~ ~ ~ ~ aQ~ ''jjj i -: • ~ • • (0 C c~ C 7 ~_ U ~-~~-T Send Inquires to: Main Switchboard: (800) 283-2328 St 5000 Louise Drive EZ Call: (717) 697-4372 or (800) 283-4372 Jun 25, 2011 thru Jul 24, 2011 ~~. PO Box 40 TDD: (717} 697-5312 or (800) 283-2328 ext. 5312 1~85~-5:~: Account Number: 124053 Mechanicsburg. PA 17055 TeleBranch: (800) 237-7288 Page: 3 of 4 M~g~ p' www.membersl st.org 0057 -11 MONTH CERT Maturity Date - May,01, 2012 Date Transaction Descri lion F+ ~ ~ -~ ~ ~~ 4 ,942.11 Jun 25 Ba/ance Forward Joint Owner: VIKTOR FRAZIER 4 32 4,946.43 Jun 30 Deposit Dividend 1.100% Annua/ Percentage Yie/d Earned >. 9 90~ from 06/02/20 9 > through 0~6/30/20 9 > ~ 9~ ~ ~ ~ ~/~ t J 4 ,946.43 Ju/24 Ending Ba/ance ~syip„~°~ ~, • ~'i~f ,~ ~~~~~ O ~~ r 0063 - 60 MONTH CERTIFICATE Maturity Da~- Jun ~ 20~ ~ J~ ~ `~ ~ ,f~ q jj~~'~/ F ~ ~r~ ( ~ Additions/ 3 Subtractions Balance Date Transaction Des ri lion ~ ~ 18 ,265.40 Jun 25 Ba/ance Forward ~ ~ ` 52.54 18,317.94 Jun 30 Deposit Dividend 3.500% Annua/ Percentage Yie/d Earned 3.560 from 06/0 9/20 91 through 06/30/011 ~ /~13~ ~ ~ ~ ,~, j'~~tJ 18 , 317.94 Jul 24 Ending Ba/ance ~ r (3, ~i ~7. CI'~' 7C r D3/l' X ~3 6vr ~,~ ~~ ~~ ' "' r l 0064 -15 MONTH CERT Maturity Date -Oct 29, 2011 ~ ~ a ~ ~, 3y ~~~2~"/)/ ~ 1~rGt ~b `~f ~i `'~ ~/Additions / Subtractions Balance Date Transaction Descri lion 3,244.78 Jun 25 Ba/ance°Forward ~ ~' ~~ ~ 4.24 3,249.02 Jun 30 Deposit Dividend 1.590% ,-°~ Annual Percentage Yield Earned 9.600 from 06/0 9/209 9 through 06/30/2 ~ > ~~ W ~ 3 ~~~' ~ ~ 7 ~ // 3 , 249.02 Ju/ 24 Ending Ba/ance 31 a~q• fJa'~ X • ~ t Sy X ~3ras - f~• t `~ 0065 - 9 MONTH NO PENALTY CERT Maturit Date -Mar 09, 2012 ~ ~3~ ~~ f, 73 S j~2~f,1 T~Ya~ ~-~ ~%-~ ~' Transaction Descri lion ~~ Additions Subtractions Balance Date ~ ' `) 23 ,534.25 Jun 25 Ba/ance Forward 7 ~ 23,541.60 Jun 30 Deposit Dividend 0.600% ` ---~-` Annual Percentage Yie/d Earned 0.600 from 06/ 92/2019 through 06/30/2 9~~ ~ 5~ ~, , ~ ,'~s~~ / 23 ,541.60 Ju/ 24 Ending Ba/ance '~'a3~ ~/, (,v )( i~J fy ~C 3L:S -~- ~ ~ "'` °~~ 0067 -15 MONTH CERT Maturity Date -Oct 29, 20~~ f~~ ~~ ~ '~ 3t L y ~~ ~ ~~~a`' /1 ~~l'~ R ~.. ~ Additions Subtractions Balance Date Transaction Descri lion 3 , 641.85 Jun 25 Ba/ance Forward ~ + ~ ~, ` 4 76 3,646.61 Jun 30 Deposit Dividend 1.590% Annual Percentage Yie/d Earned 9.600 from 06/09/20 9 9 through 06/30/20 9> ~, ~ ~ 3 , ~ .61 Ju/ 24 Ending Ba/ance 3, (aµ'(0 ~ X .~l ~~ X ~ ~~~% ~~. ~ ~ ~~~d ~~ "I 0071 -15 MONTH CERT Maturity/Date - Nov~G05, 2011 ,~ ~ ~ ~ `~ ~ a~S ~~ ~t ~~~~ ~ ~_f'~~ ~~ ~~ ~ Additions Subtractions Balance Date Transaction .Descri lion 3 , 233.88 Jun 25 Ba/ance Forward E. ~ ~~ ~ 4.23 3,238.11 Jun 30 Deposit Dividend 1.590% Annual Percentage Yie/d Eared 9.600'% from 06/0 9/20 9 9 th~ ugh 06/30/ ~ 91 3 a 3~ ~, ~; ~~S/fit 3 , 238.11 Ju/ 24 Ending Ba/ance -~ 3ia3~, / ~ X . 'O l .sal X ~3laS - 0072 -15 MONTH CERT Maturity Date -Nov 05, ~ 011~~ ~.~~ , ~ ~r~/ ~l1 ~ ~ Cr $/}yI r 1 ~9'~ ~ ~ ~ Additions Subtractions Balance Date Transaction Descri lion 14 , 696.33 Jun 25 Balance Forward ~ ~ ~ ~ ~ 19.21 14 , 715.54 Jun 30 Deposit Dividend 1.590% r -- -° ~° ~ - °- Annua/ Percentage Yield, Earned 9.600 from 06/0 9/2019 through 706/30/20 9 ~~ ~ /~ 7i ~~ e ~ ~~ /~ 14 , 715.54 Jul 24 Ending Ba/ance ~/r~ 'y/5 is~'x ~ D /~ X ~/3bS~ -'' ~ a'' 0073 -19 MONTH CERT Maturity Date -Apr O7/, 2012 ~ ~ ~o~~~~ ~~3~"~l / ~1 r(~ '~'0 ~eG~ ~ '` / Additions Subtractions Balance Date Transaction Descri lion ,, 16 , 248.87 Jun 25 Ba/ance Forward ~ - f,rj~ ~ 21.90 16,270.77 Jun 30 Deposit Dividend 1.640% .~,,,~,.-._,. Annual Percentage, Yie/d Earned 9.650 from 06/09/209>f-t(hr~oug~/h 06/3~09g//2099 ~3 rr~~ /~ r 16,270.77 Jul 24 Endin Balance /~~~ ~~ ~ ~ ~ - - - Continued on following page - - - ~~t Send Inquires to: 5000 Louise Drive PO Box 40 MEMBERS 1° Mechanicsburg, PA 17055 ~~.~~ www.memberslst.org Main Switchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 17856-511? TeleBranch: (800)237-7288 Jul 01 Deposit ACH XXCIV SERV / 1 ID: 3121736156 CO: XXCIV SERV Jul 05 Withdrawal EZ Call Transfer To Share 0011 Jul 18 Deposit ACH CITIBANK N.A. LO" /~ ~~ Jul 18 Withdrawal L•- /u/ 24 Ending Ba/ance 0005 -MONEY MANAGEMENT ~~?~~l~ 1.~r~ ~ v ~ E~ ~~. ~, ~/ 3~5 ~ .I ' Date Transaction Descri tion Ac ~~ Jun 25 Ba/ance Forward - __ Jun 30 Deposit Dividend Tiered Rate -- Annua/ Percentage Yie/d Earned 0.350"/o from 06/01/201 > through 05/30/2011 /u/ 24 Ending Ba/ance ~` ~ /, 3 g0 . ~3 x .~ y X ~~~ ! ~, p, ~ , / 0010 -IRA SAVINGS K/ 031.68 336.19 6.15 Jun 25, 2011 thru Jul 24, 2011 Account Number: 124053 Page : 2 of 4 '1/ ~~/1 8,812.04 ~- 4,000.00- 4,812-:04 ~"~ ----_-- 5 ,..148.23 ~~ 5,143.23- 5.00 5.00 ~~_ ~~ 21,374.08 21,380.23 7~S~j/ 21,380.23 Date Transaction Descri tion Additions Subtractions Balance Jun 25 Ba/ance Forward / ~ 7~ ~ ~ Ju/ 24 Ending Ba/ance ~3 D. 3~ p,R..,. ~ 1.17 G ~ / ~~ q 1.17 CERTIFICATE ACCOUNTS 0016 - 7 MONTH RA CERT Maturity Date -Nov 26, 2011 Jun 25 Ba/ance Forward Haalnons Subtractions Jun 30 Deposit Divide d 1 10 ` '~ ~ ~ Balance 1 676 96 n . 0% f ~ / 1 52 , . . Annua/ Percentage Yie/d Earned >. 110'/o from 05/01/2011 through 30/2011 1, 678.48 /u/ 24 Endin Ba/ance g ~ ad" ~~~ ° ~ t t30f/( ~/7'•~i,~: • .e~ lJ ~ ' "~~ ~ ' ` ~ • ; .,~ /f ' 1, 678.48 y' 0017 -18 MONT IRA CERT Maturity Date -May 08, 2012 Date Transaction Descri tion Additions Subtractions Jun 25 Ba/ance Forward Balance ,~ Jun 30 Deposit Dividend 1.150% i / ~ 27,134.08 „ , A nu pe g 25.65 n a/ tc,~.~ta e..._Yie/p! Earned > _16.Q'lo._from_JIB/ h Ol5/30/2011 27,159.73 Jun 30 Withdrawal Transfer To Share 0000 Norm Distribut _ Federal ~Vithh~d_i~t~,9L15_____ ~ 1,911.42- Ju/ 24 Ending Ba/ance a~ ~gf~f, 3/ ~( , -°~" &S ~ t 25,248.31 ~ _ = j, . lRS ~thho/ding Year to Date n2Jf .'2 ~/. 'y~„~j~ ~tf 382.30 25 , 248.31 , 0044 - 18 MONTH CERT Maturity Date -Mar 1~, 2012 ~ ~ ~ , ~ ~ -~ Date Transaction Descri tion f ~ `° Additions Subtractions Jun 25 Ba/ance Forward Balance Jun 30 Deposit Dividend 1.240% i ~ti, 1'~ ~~,/ 18 22 _ 17,877.87 . w Annua/ Percentage Yie/d Earned 1.250 from 06/01/2011 through 05/30/2011 Ju/ 24 E di 17 , 896.09 n ng Ba/ance /7~~~,pt~ ~ ~~t~~ ~~3~5~ 1"t~1~~~3~ '~ ~/~ g`/~ r 52. ,jam,// 17 , 896.09 0045 - 60 MONTH CERT Maturity Date -Mar , 2016 .~ ~~ 3 ~~ ~ ~ T~ ~ g/2 ~; , v~~ ~v e~ d ~~1, Date T ti ransac on Descri tion Additions Subtractions /un 25 Ba/ance Forward Balance Jun 30 Deposit Dividend 2.130% ' ,.. ~ 6 25 3,567:71 . Annua/ Percentage Yie/d Earned 2. 150 from 016/01/2011 throu 1 _ / h Ol~/30/20j 3''x73 " 96 ~ , Ju/ 24 Ending Ba/ance ~ 3 573 !~(~ k ~ ~~ 3 x ~3~5~ +1 ~y~ ~ ,J(/ 3 ~7 , tf, ~~/// 3 , 573.96 0054 -18 MONTH CERT Maturity Date -Sep 15, 2012 D t a e Transaction Descri tion Additions Subtractions Jun 25 Ba/ance Forward Balance ~ ~/~ Jun 30 Deposit Dividend 1.050% 19 , 396.52 16.74 D Annua/ Percentage Yie/d Earned 1.05U~ from 016/01/2019 through 06/30/2011 „~---°F-~°~ Ju/ 24 Ending Ba/ance / 9 of .- `~ ~ G~/~ ~ ~ 19 , 413.26 ~~~~ s, ~ , , (~ ~ ~ / ~~ ~ ~ f~,~/1 ^" 0'1- ~ ~ , f; ~~~, • ' 19 , 413.26 ~ --- Continued on reverse side --- ~~ aeno in wires to: 5000 Louise Drive Main Switchboard: PO Box 40 EZ Call: (800) 283-2328 TDD: (717) 697'4372 or (800) 283-4372 EMBERS t„' Mechanicsburg, PA 17055 (717) 697-5372 or (800) 283-2328 ext. 5372 G^~~R~o. www.memberslst.org TeleBranch: (800) 237-7288 ~ ~la~D~I-X ,0~2v~ f~ Date Transaction Descri tion ~ ~~ ~ ~ ~~~~~~-------- Jul 01 Deposit ACH XXCIV SERV ~~~~ n ~ ~~ ~' lg ,f~~$ ID• 3121736156 Jun 25, 2011 thru Jul 24, 2011 17856-5113 Account Number: 124053 Page : 2 of 4 L7 ~ons '~f ?~f! Ubtractinnc .,_~_ 031.68 -- - oaiance 8,812.04 4,000.00- 4.,:812.,_04 336.19 5 ,148.23 5,143.23- 5.00 5.00 Jul 05 Withdrawal EZ Call TransOferXTo ShareR 011 / ' Jul 18 Deposit ACH CITIBANK N.A. LO "' - ~~~ Jul 18 Withdrawal .~ Ju/ 24 Ending Ba/ante 0005 -MONEY MANAGEMENT ~r/~~/~~ ~~~~ ~L, ~ ~ ~~^~ G/ ~~5 Date Transaction Descri tion '' `~ /un 25 Ba/ante Forward qd Jun 30 Deposit Dividend Tiered Rate Annua/ Percentage Yie/d Earned 0.350'/ from gs/01/2011 throw h Ju/ 24 Ending Ba/ante .:{` 9 06/30/2011 /; 3 80.2-3 X .OD3`z X ~131~ ~' ~, n y~ ~C 0010 -IRA SAVINGS ~" `'~' 6.15 ~ ~~~ 21,374.08 21,380.23 dam, 3g /, p 7~S~j p 21, 380.23 Jun 25 Ba/ance~Forward Ju/ 24 Ending Ba/ante CERTIFICATE ACCOUNTS 0016 - 7 MONTH RA CERT Maturity Date - Nov. 26, 2011 /un 25 `~~°"" °"" Ba/ante Forward //11 Jun 30 Deposit Dividend 1.100% ll ~~~ ~p~ ~ t Annua/ Percentage Y/e/d Earned 1. 110 from 06/01/2011 through 0~i/30/201 Ju/24 Ending Ba/ante ~~_,r~.~~ ~~, ~~ _ , _ _ y t _ vut/-7S Jun 25 Jun 30 n 30 Ba/ante Forward ^ Deposit Dividend 1.150% (~ ~ntag~Yie[d_Earned._1_._16U~.}rom 06~Ot/~n~ Withdrawal Transfer To Share 0000 Norm C..J ___, ,w.... ending Ba/ante ~t~;c`~~ /RS Withho/ding Year to Date Date Transaction Descri tion ~1~~ Jun 25 Ba/ante Forward Jun 30 Deposit Dividend 1.240% Annua/ Perce t i , t-r/3 - ~a 3G ems... h 06/30/2011 25.65 Distribut o~~ ~ ~ /. ~ ~~~ ~s , `, ir: ~ ~/ '~~~~~~ ~ ~ 1.17 --~ 1.17 1,676.96 1,678.48 `~`_ "~~ ~ x` ~ ~ x 1,678.48 Ibtractions Balance 27,134.08 27,.159.73 1,911.42- 25,248.31 25,248.31 382.30 ~caons Balance `~ 17,877.87 17,896.09 n age Ye/d Earned 1.250' from x/01/2011 through 06/30/201.1 18.22 ~ Ju/ 24 Ending Ba/ante ~ ~ g Og 0045 - 60 MONTH CERT Maturity Date -Mar , 2016 / '' :~ Date Transaction Descri tion ~/2y` l ~ ` ~ ~~y~ ~0 ~ •~ `r • 3~ ~~cf' ~~ Jun 25 Ba/ante Forward ~ ~' _ Additions Jun 30 Deposit Dividend 2.130% - - Annua/ Percentage Yie/d Earned 2. 150"/o from 06/0 1120 1 1 through t~/30/20 1 / 6.25 /u/ 24 End/rig Ba/ante $ 3, 5'~~1, ~l(o x . p,Z,a 3 x ~f~3~ ~ ~ ~~ ,,+(/ ~, 0054 -18 MONTH CERT Maturity Date -Sep 15, 2012 ~ dY 3, r~ Date Transaction Descri do $l~° f </ ~~i~p~ ` '~0~,t ~'~ ~V~ ~ ~ /9 ~~a. ~/ /5/!0 n, 8ss. os ~/~ ~~~ / 3,567:71 3,573.96 3,573.96 n ~ Jun 25 Ba/ante Forward l " Additions Jun 30 Subtractions Balance Deposit Dividend 1.050% Annua/ Percentage Yie/d Earned >. ~O~ from 06101/2019 through 06/30/201 ~ 16.74 / ~ • g 19' 396.52 Ju/ 24 Ending Ba/ante ~ +a ~/:F ~ ~ ~ ~ ~ ~ t ~~ ~ ~ ~ ,,.,...~-~--°~'-~.~ ~ 19 , 413.26 - - - Continued on reverse side - _ _ ? ° ~ rl ,! " /"~/!// 19 , 413.26 St Send Inquires to. Main Switchboard: 800 283-2328 ~~` 5000 Louise Drive ( ) PO Box 40 EZ Call: (717) 697-4372 or (800) 283-4372 JUn 25, 2011 thru Jul 24, 2011 Mechanicsbur , PA 17055 TDD: f717) 697-5312 or (800) 283-2328 ext. 5312 :ass;-sii_ 9 Account Number: 124053 MEMBERS P' www.memberslst.org TeleBranch: (800) 237-7288 "'"`°`~"~"°" Page: 3 of 4 0057 - 11 MONTH CERT Maturity Date -May 01, 2012 Date Transaction Description Additions Subtractions Balance Jun 25 Ba/ance Forward Joint Owner: VIKTOR FRAZIER r!~ t~ ~ T J~ 4,942.11 Jun 30 Deposit Dividend 1.100% \ 4.32 Annua/ Percentage Yield Earned 1. > 10"/o from 06/02/201 > throe h 06/30/2011 ""`r~ Ju/ 24 Endin Ba/ance ~ „~.~. p ~ -~ ~` ~ ~ ~4' `~ ,, ~ 4 946 43 4 -~~ ~ 0063 - 60 MONTH CERTIFICATE Maturity Date -Jun 10, 2013 ~6 / ~ ~ ~ 9~ ~ Date Transaction Description S` ~~// E ~ lr~' ~° ~~~4 ~`!~~ °~ Additi~ns 3 Subtractions Balance Jun 25 Ba/ance Forward ~j 18,265.40 Jun 30 Deposit Dividend 3.00% ~ ~ / ` 52.54 18,317.94 Annua/ Percentage Yie/d Earned 3.560 from OS/01/2011 thiou~h 06/30/2011 ~~ Jul 24 Ending Ba/ance-~i(~~ 3 ~~,G~ x , D?~!x ~/36~ ~+~~~~n~ t~ll`r ~8~~~~. ~ r` ~~,~~~1 18,317.94 0064 -15 MONTH CERT Maturity Date -Oct 29, 2011 ,~~, r Date Transaction Description, t ! Additions Snhtractinnc R~i~.,..o Jun 25 Ba/ance Forward ~i ~ 3 , 244 .78 Jun 30 Deposit Dividend 1.590% `r' ' ~ ` 4.24 3,249.02 Annua/ Percentage Yie/d Earned 1.600 from 06/01/2011 through 06/30/2011 -` Ju/ 24 Ending Ba/ance ~t ~~G~, ~a ~C ~ ~ t Sy X '~`~a~~c,-; -~~~ ~~ ~~3~~c~.~~ ~ ~ ~'?~~~7/ 3 , 249.02 0065 - 9 MONTH NO PENALTY CERT Maturity( Date -Mar 09, 2012 ~ ~~ rf,/~ 7~ Date Transaction Description _i Additions Si ihtractinnc Rah.,.~e Jun 25 Balance Forward ~ ~ ~, Jun 30 Deposit Dividend 0.600% ~ ` W 7.35 Annua/ Percentage Yie/d Earned 0.600'% from 06/ 12/2011 through 06/30/2011 \ ---~'~ -"'-` Ju/ 24 Endin Ba/ance '~a3 c~~/ 6 ~ . /~ ~ > 0067 -15 MONTH CERT Maturity Date -Oct 29, 2011 _ ~ Date Transaction Description ~~a~l l ~ ~~~~ ~~ ~~~ .~vu ~ 3t G~ ~~ .1 ~ Additinnc 23,534.25 23,541.60 ~71<s~j/ 23 ,541.60 Jun 25 Balance Forward ~ 3,641.85 Jun 30 Deposit Dividend 1.590% ~ ~ ~ ~" ~ 4.76 3,646.61 Annua/ Percentage Yie/d Earned 1.600"/o from 06/01/2011 throu~h 06/30/2011 Ju/ 24 Ending Ba/ance 3~ ~ e f b, (p ~ x . ~I ~vt'"~1 ~ '~ y~(~,,~-~ ~~1 +~'~ `~ ~ /~ ~~T~ ~~ ~" /,~ ~~/,Fr 3 , 646.61 0071 -15 MONTH CERT Maturity Date -Nov 05, 2011 ,; ~ ~"" ~ ~.~~~-~~ / ~`~~~ ~-~ ~.~ ~~~= ~- ~, ass ~ J Date Transaction Description Additions Subtractions Balance Jun 25 Ba/ance Forward ~ ,~ ' 3 3,233.88 Jun 30 Deposit Dividend 1.590% 4.23 3,238.11 Annual Percentage Yie/d F~rned 1.600 from 06/01/2011 throu~h 06/30/2019 ' Ju/ 24 Ending 8a/ance ~ ~/a3 ~, ~ 1 x , ~ ~ ,§'~ X '~* P~o( 5 ~ '~ ~ y / ~ ~ a ~~ ~ ~~ ,y/S ~ 3 238 11 a ~ , . // , . 0072 -15 MONTH CERT Maturity Date -Nov O5, 2011 ~ , / ~~ ~ ~ ~~ D t ~ a e Transaction Descri tion .. Additions Subtractions Balance Jun 25 Ba/ance Forward i~ 14,696.33 Jun 30 Deposit Dividend 1.590% ` 19.21 14,715.54 Annual Percentage Yie/d Earned 1.600% from OS/01/2011 through 06/30/2011 ~~r -'-°"``°---- Ju/ 24 Ending Ba/ance ~/~ ~~~ ~~C"/~ '~ ~ ~, ~ 1. ~~'° 14 , 715.54 0073 -19 MONTH CERT Maturity /Date -Apr 07,/2012 ~nj ~~f,~ Date Transaction Description ~/ }~~~~ ~~~~/` ~~ ~r ~G! ~~~'~ /~, ~D Ad~nns Cnhtractinnc Rnlanro Jun 25 Ba/ance Forward `` ~i`~,' ~ 16,248.87 Jun 30 Deposit Dividend 1.640% ~ 21.90 16,270.77 Annual Percentage Yie/d Earned 1.65U~ horn 06/01/2011 through 06/30/2011 ~ a.-~. Ju/ 24 Ending Ba/ance> ~ ,,...,, r- £ ~ ~ ~ ~ ~ ~ t 16 , 270.77 ~~ --- Continued on following page --- ~t Send Inquires to: Main Switchboard: (800) 283-2328 ~~. sooo Louise Crive EZ Cal1: ( Jul 25, 2011 thru Aug 24, 2011 PO Box 40 (717) 697-4372 or 800) 283-4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 18825-5366 Mechanicsburg, PA 17055 TeleBranch: (800) 237-7288 Account Number: 124053 M,~MB~RSeN www.memberslst.org Page: 2 of 5 0005 -MONEY MANAGEMENT Date Transaction Description Additions Subtractions Balance Ju/ 25 Ba/ance Forward 21,380.23 Jul 31 Deposit Dividend Tiered Rate 2.87 21,383.10 Annua/ Percentage Yie/d Earned 0.350 from 07/18/2011 through 07/31/2011 Aug 12 Withdrawal Transfer 15,000.00- 6,383.10 To ESTATE OF MARGA XXXX)UUUUUC Share 0011 Aug 22 Deposit Dividend 2.87 6,385.97 Annua/ Percentage Yie/d Earned 0.350 from 08/01/2011 through 08/21/2011 Aug 22 Withdrawal 6,385.97- 0.00 MONEY MANAGEMENT C/osed ' `*This is the Tina/ statement presenting information on this product* * * * * P/ease retain this Tina/ statement for tax reporting purposes 0010 -IRA SAVINGS Date Transaction Description Additions Subtractions Balance Ju/ 25 Ba/ance Forward 1.17 Aug 24 Ending Ba/ance 1.17 0016 - 7 MONTH IRA CERT Maturity Date -Nov 26, 2011 Date Transaction Description Additions Subtractions Balance Ju/ 25 Ba/ance Forward 1, 678.48 Jul 31 Deposit Dividend 1.100% 1.57 1,680.05 Annua/ Percentage Yie/d Eamed 1. 1 f0~ from 07/01/2011 through 07/31/2011 Aug 24 Deposit Dividend 1.16 1,681.21 Annua/ Percentage Yie/d Earned 1. f00'~ from 08/01/2011 through. 08/23/2011 Aug 24 Withdrawal Transfer To Share 0025 Transfer within ~i~f.. 560.40- 1,120.81 Aug 24 Withdrawal Transfer To Share 0026 Transfer within ~ ,.~r~ 560.40- 560.41 Aug 24 Withdrawal Transfer To Share 0026 Transfer within 0.01- 560.40 Aug 24 Ending Ba/ance 560.40 0017 -18 MONTH IRA CERT Maturity Date -May 08,2012 Date Transaction Description Additions Subtractions Balance Ju/ 25 Ba/ance Forward 25 , 248.31 Jul 31 Deposit Dividend 1.150% 24.66 25,272.97 Annua/ Percentage Yie/d Earned 1. 160 from 07/01%2011 through 07/31/2011 Aug 24 Deposit Dividend 18.31 25,291.28 Annua/ Percentage Yie/d Earned 1. 160' from 08/01/2011 through 08/23/2011 Aug 24 Withdrawal Transfer To Share 0028 Trarsfer within 1 ~~;/ 8,430.43- 16,860.85 Aug 24 Withdrawal Transfer To Share 0029 Transfer within ~' •*~, 8,430.43- 8,430.42 Aug 24 Ending Ba/ance 8 ,430.42 ~ lRS Withho/ding Year to Date 382.30 0027 -18 MONTH IRA CERT Aug 24 Ba/ance Forward 0.00 18 MONTH 1R.4 CERT C/osed "**This is the bna/ statement, presenting nformaton on this product"*' *" P/ease retain this final statement for tax reporting purposes **' 0044 -18 MONTH CERT Date Transaction Description Additions Subtractions Balance Ju/ 25 Ba/ance Forward 17 , 896.09 Jul 31 Deposit Dividend 1.240% 18.85 17,914.94 Annua/ Percentage Yie/d Earned 1.250 from 07/01/2011 through 07/31/2011 Aug 22 Deposit Dividend 12.78 17,927.72 --- Continued on reverse side --- IRA t~t..~.motinn ,.,,,,., , tznr~ a~a 7/5/2011 Deceased ttta vwnc• lug°' "------ Mar aret E Fishel ~eneficiary Information 3eorge R Fishel Name 10 Bretz Gircle Address ~l,ermansdale, PA 17090 C1 /State/Gl Death Before Re uired Be innin Date Complete this section onlj to the Pam ent Ele h'on andoMethod box beginning date; then comp ~ after the ^ I will withdraw all assets by December 31 of the fifth year year the IRA owner died. nts over a period not ^ I will withdraw all assets in a series of paw longer than my single life expectancy. ^ Spouse beneficiary -1 a 11~ gIRA owlbier'tusould ha~vemattained of the later of: (1) the y age 70'/:, or (2) the Year following the year ti-e IRA owner died. My life expectancy will be recalculated each year. ^ Nonspouse beneficiary -1 will begin distributions by DeC~lbee 31 of the year following the Yone each y~earo~er died. My expectancy will be reduced by Note: If you are the IRA owner's spouse, you may be allowed to roll over or transfer the assets of this IRA to your own IRA. P ®Traditional ^ SEP BENEFICIARY REQUEST FOR DISTRIBUTION 1 p°-c`'-`~"., -_______-___-_ Date of _ _:_~ ee,,,..:.., Uumher Date of Birth_ Spouse ® Other Election and Method Other ^ Monthty ^ Quarterly ^Seml-Annually ^ Annually Frequency:^ ^ Other Required Minimum Death Distribution Total Balance (to close IRA) First Payment Date: Funds Disposition: ®Mail to Beneficiary n Transfer to Spouse's IRA withholding, where The withholding is applicable Wt o Si atures i that, to the best of my knowledge, the information provided on this form is true and correct and may be relied on by t e I cert fY ee/Custodian. I acknowledge that I am responsible fora aleeutotlseek the dva a of a legaleor tax professionaleas neededutThe Trust sequences this transaction, I gr Due to the important no prowl d w' any legal or tax advice, and I asstune full responsibility for this transaction. I wl not Trustee/C o tan verse consequences that may result from this transaction. hold t~ye~ sto ' 1 e ~ 7'1 ~-~/~ _ _. _~.,._.-.m~~„~t„~icA„ Date 167-40-4650 Social Security Number/I'ax I.D. Number 717-580-7838 _______:-- 11 /2311950 Date of Birth ext. _ Death After Re uired Be innin Date Complete this section oni; to ~ eP~ e t E ect on and Method box. r For the beginning date; then comp Ym year of the IRA owner's death, if the IRA owner did not take the required minimum distribution prior to death, the required minimum death distribution is the IRA owner's undistribute ure d ~ m mum deal}! t di tribution t wi le be For subsequent years, the req determined as follows: ^ Spouse beneficiary: I will withdraw the assets in a series of payments over a period not to exceed the longer of: I) my single life expectancy, determined as of my attained age each year, or 2) the IRA owner's single life expectancy (based on the IRA owner's age on his birthday in the year of death and reduced by one each year thereafter). ^ Nonspouse beneficiary: I will withdraw the assets istngf ~ fe expe ancy over a period not to exceed the longer of: 1) my (based on my age on my birthday in the year after the year the IRA owner died and reduced by one each year thereafter), or 2) the IRA owner's single life expectancy (based on the IRA owner's age on his birthday in the year of death and reduced by one each year thereafter). ^ Non-living-individual beneficiary: The assets will be withdrawn in a series of payments over a period not longer than the IRA owner's nonrecalculated single life expectancy (based on the IRA owner's age on his birthday in the year of death and reduced by one each year thereafter). Note: If you are the IRA owner's spouse, you may be allowed to roll over or transfer the assets of this IRA to your own IRA. Wit d Election IRA distributions are subject to federave withho d g l pplYa og elect flot have an additional amountAwithheld applicable) unless you elect not to ha certificate is printed on the next page. IRA distributions. ^ Do not withhold federal or state income tax fro ~o (a least 10%) from my IRA distributions. ® Withhold federal income tax of 30 % from m IRA distributions. Onl if state income tax withh 'thh ld state income tax of Forward the original form (page 1 only) to 02-10 Savings Services/Retirement Team MC: MAl-MB3- .1~j~/. ^ SIMPLE Sovereign B SB Revised 02/03/10 77Z_gap 0ll200S 9 2005 PMC Traditional IRA Beneficiary Request for Distribution (Rev. lRt)OS) page I of 2 $t Send ingwrest°: 5000 Louise Drive Statement of Accounts PO Box 40 Mechanicsburg, PA 17055 www.memberstst.org Au 25 , 2011 9 thru Se p 24 2011 , Main Switchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 Account Number : 124053 ® TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 TeleBranch: (800) 237-7288 MEMBER51St Balances at a Glance: '-- FEDERAL CREDIT UNION Checking : 0, ~ .~~ 8990 1 AV 0.340 17979-8990 Savings : 5 , 00 --- I~~~III~~~III~~~~I~I~II~~~~~I~I~I~I~~II~~II~~~I~I~~~I~I~II,,.I Certificates: 4,955.68 MARGARET E FISHEL Loans : 0.00 C/O PAMELA FRAZIER, EXECUTRIX ~ 4695 SEARS RUN DR Mone Mana ement: y g _ 0.00 o MECHANICSBURG PA 17050 J Swipe 5 YTD Reward : 0.00 Page : 1 of 2 Your aggregate balance as of September 1st is $31,941.12. An aggregate balance of $2,500 and having 3 products will place you in the Silver MLR level. Enter for your chance to win PENN STATE sporting event tickets! See the enclosed insert for details! SAVINGS ACCOUNTS 0000 -REGULAR SAVINGS Date Transaction Description Additions Subtractions Balance Aug 25 Balance Forward 5.00 Sep 24 Ending Ba/ante 5.00 0010 -IRA SAVINGS Date Transaction Description Additions Subtractions Balance Aug 25 Balance ForwaM 1.17 Sep O6 Withdrawal Transfer To Share 0014 Transfer within , ^,, ~ 0.32- 0.85 Sep 06 Withdrawal Transfer To Share 0013 Transfer within r L7 ~ ~ 0.43- 0.42 Sep 06 Withdrawal Transfer To Share 0012 Transfer within 0.42- 0.00 /R.4 SAVINGS Closed '"1?;is rs fh.- t;~.a/ r.~f~nse.^.t arese~t%ny.%nrf?mraSon on this ~!~uct"• "' P/ease retain ihtis final statement for t,~x reporting purposes. "' CERTIFICATE ACCOUNTS 0016 - 7 MONTH IRA CERT Date Transaction Description Additions Subtractions Balance Aug 25 Balance Forward 56p . 40 Aug 31 Deposit Dividend 1.100% 0.14 560.54 Annual Percentage Yre/d Earned 1. 150% from 08/24/ZO11 through G~B~31120» Sep 06 Deposit Dividend 0.08 560.62 Annual Percentage Yield Earned 1.1)50% from 09/O1/~11 through 09/~/11J11 Sep 06 Withdrawal Transfer To Share 0030 Transfer within ~ ~ ~ 560.62- 0.00 MOVING FUNDS FOR BENEFICIARY 7 MONTH /RA CERT Closed "'This ,es the final statement pr~eseni5ng miom~abon on dhis product"' "' P/ease rebin phis final statement for tax rBporting purposes "' --- Continued on following page --- .. n~yunr~~' 5000 Louise Drlve Main Switchboard: (800) 283-2328 PO Box 40 EZ Call: (717) 697-4372 or (800) 283-4372 ~~~~, MEMBERS i° ~ Mechanlcsbu PA 17055 TDD: (717) 697-5312 or (8pp) 283-2328 ext. 5312 17980-8990 'fig 25 , 2011 thru Sep 24 , 2011 www.memberslst.org TeleBranch: (800) 237-7288 Account Number: 124053 Page : 2 of 2 0017 -18 MONTH IRA CERT Aug 25 Balance Forward "v ' Aug 31 Deposit Dividend 1.150% Additions Subtractions Balance Annual Percentage Yee/d Earned >. 1503b lrom 08/24/2011 through 08/31/2011 SeP 06 Deposit Dividend 2.12 8.430.42 8,`1,32••`,4 Annual Peroentage Y~e/d Earned 1. 160 tram 0g/01/2011 dhrough 09/05/2011 ""- Sep 06 Withdrawal Transfer To Share 0031 T 1. ~ 8433 87 ransfer within °~ MOVED FUNDS FOR BENEFICIARY ~ 8,433.87- ~ ~ J ~~ 18 MON71'~/ /RA CERT Closed ' ~ ~' ~ - • ...This is the Tina/ sbtement press~wrdng intomradlon on lh~ product.., "' Please retain this Tina/ statement fir tax ,,, os ro"°O~9 Pur p es /RS 14rithho/dmg Year b pate 0057 -11 MONTH CERT Maturity Date -May 01, 2012 382.30 Crate Transaction Descri lion Aug 25 Balance ForwaM Joint Owner: VIKTOR FRAZIER Additions Subtractions Balance Aug 31 Deposit Dividend 1.100% 4,951.05 Annual Percentage Y~e/d Earned 1. 110% from 08/01/2011 through 08/31/2011 Sep 24 E 4.63 4.955 68 nding Balance . YTD SUMMARIES 4.9`5.68 TOTAL DIVIDENDS PAID 0000 REGULAR SAVINGS 8 29 0010 IRA SAVINGS 0 ~ 0016 7 MONTH IRA CERT 6 19 0017 18 MONTH IRA CERT . 206 21 0057 11 MONTH CERT 13.57 Total Current Year IRA Contributions Total Year To Date Dividends Paid 0'~ NOTE: Total includes closed shares 1,974.58 Total Year To Date Nontaxable Dividends Total Year To Date IRS Withholding 1 73~1.~ Add Your Photo For Security Your personal safety and fiinan,cial security dire #op rioritiss,:at Mert~~rs 1 fit, As a rp~~lt o€ increased scams and fraudulent activity thrpughout the entire count encouraging members to have their photos added to their account r cordsaWhen vtsitmg our branch offices, you may be asked by ane of our Associates to allow us to take your photo. This member identification program will assist in our fraud deterrence initiatives and will take our identity theft prevention program to the next level. We are experiencing an increasing number of attempted fraudulent actwities and as a result, we need to be able to verify your identity immediately upon retrieving your account information. In addition to having your photo in oulr files,-you may be required to show additional forms of identification based on the type of ~'at~saction You are seeking. This is for your protection and security and we appreciate. your ongoing cooperation and understanding. Y 4 i ~~f j fix, MEMBERS,® FEDERAL CREDIT UNION Send Inquires to: 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www members,st.org Mein Slvitchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 T~~ (717) 697-5312 or (800) 283-2328 ext. 5312 TeleBranch: (800)237-7288 2396 1 AV 0.340 2396-2396 I,,, I I I,,, I I I,,,, I, I, I I,,, ~ , I, 1, I, I„I I„I I,,, I, I,,, I, I, I I,,, I PAMELA K FRAZIER 4695 SEARS RUN DRIVE MECHANICSBURG PA 17050-2560 Statement of Accounts Aug 24, 2011 thru Aug 24, 2011 124053 ~. Account Number: 0.00 0.00 560.41 0.00 0.00 o . 00 Balances at a Glance: Checking Savings Certificates Loans: Money Management : Swipe 5 YTD Reward Page: Are you interested in receiving BONUS certificate rates, REDUCED consumer loan rates, FREE Bill Payer or FREE checks? Read the enclosed Member Loyalty Rewards insert for more details. 1 of CERTIFICATE ACCQUNTS 0026 - 7 MONTH IRA CERT Maturity Date -Nov 26, 2011 Aug 24 Balance Fon~vaM Additions Subhactions Balance Aug 24 Deposit Transfer From Share 0016 Transfer from wit ~p 0•~ Aug 24 Deposit Transfer From Share 0016 Transfer from wit Gr " ~ ~ ~ `~ Aug 24 End~g Balance 0.01 560.41 560.41 YTD SUMMARIES TOTAL DNIDENDS PAID 0026 T MONTH IRA CERT 0.00 _ .._ . __. ___ __ _ Don't for t about our new Member Lo a - - - ---~~ ------ ___ Y__ „ Rewards Pro ram. i`I:ie more-products you have Iw th us, the more benefits you'll re~ceIVe. --~y----`-- ---- Ask an associate for details or visit our website at www.members1st.org for de#ails. sue` ~?`;:, , `'>~ -`r r '~; ~:. ;~_ MEMBERS 1St FEDERAL CREDIT UN ION Send Inquires fo: 5000 Louise Drive Po aox ao Mechanicsburg, pp 17055 www.memberslstorg Main Slivftchboard: (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 rte: (717) s97-6312 or (800) 283-x328 ext. 6312 TeleBranch: {800) 237-7288 2397 1 AV 0.340 2397-2397 I„~III~~~III~~„Irl~ll~~~„I,I~I~I„II~~II„~I~I~r,lrl~llr~~l PAMELA K FRAZIER 4695 SEARS RUN DRIVE MECHANICSBURG PA 17050-2560 Statement of Accounts Aug 24, 2011 thru Aug 24, 2011 Account Number: 124053 Balances at a Glance: Checking: Savings: Certificates: Loans: Money Management Swipe 5 YTD Reward Page: 0.00 0.00 8,430.43 0.00 0.00 0.00 1 of 1 Are you interested in receiving BONUS certificate rates, REDUCED consumer loan rates, FREE Bill Payer or FREE checks? Read the enclosed Member Loyalty Rewards insert for more details. CERTIFICATE ACCOUNTS 0028 -18 MONTH IRA CERT Maturity Date -May 08, 2012 Aug 24 ga/s~ Foiwa~ -~" Additions Subtractions Balance Aug 24 Deposit Transfer From Share 0017 Transfer from wit 0.00 Aug 24 Ending Ba/anae ~ ' ~ 8,430.43 8,430.43 8,430.43 YTD SUMMARIES TOTAL DIVIDENDS PAID 0028 18 MONTH IRA CERT 0 ~ Add Your Photo For Security _ Yourp~rs~ai-~kfety_~~,a firtarrciafi secu _~ are~o -- -_ increased scams and fraudulent activity th oughoutthe entire coon ry we ~ on9~ u-~-°f---~ ~ --^ - - encouraging members to have their photos added to their account records. When visiting our branch offices, you may be asked by one of our Associates to allow us to take your photo. This member identification program will assist in our fraud deterrence initiatives and will take our identity theft prevention program to the next level. We are experiencing an increasing number of attempted fraudulent activities and as a result, we need to be able to verify your identity immediately upon retrieving your account information. In addition to having your photo in our files, you may be re wired to show additional forms of identrtcation based on the type of transaction you are seeking. This is for your protection and security and we appreciate your ongoing cooperation and understanding. I~; ®Traditional ^ SEP ^ SIMPLE BENEFICIARY REQUEST FOR DISTRIBUTION Deceased IRA Owner Information Mar aret E Fishel Name Beneficia Information Pamela K. Frazier '~ - 4695 Sear Run Dr Address _ _ _ _ P -'~''' Sovereign Bank 'r ~ inni~ a~ca 7/5/2011 Li /S[arrdc.~ Death Before Re wired B innin Date Complete this section only if the IRA owner died before the required beginning date; then complete thY Payment Etection and Methoadt~e the ^ I will withdraw all assets b December 31 of the fifth y year the IRA owner died. ~~ over a eriod not ^ I will withdraw ail assets in a series of paym P longer than my single life expectancy. I am a: ^ Spouse beneficiary - I will begin distributions by December 31 of the later of: (1) the year the IRA owner would have attained age 70'/:, or (2) the year following the year the IRA owner died. My life expectancy will be recalculated each year. ^ Nonspouse beneficiary - I will begin dtstnbutions by December 31 of the year following the year the IRA owner died. My life expectancy will be reduced by one each year. Note: If you are the IRA owner's spouse, You may be allowed to roll over or transfer the assets of this IRA to your own IRA. P Elect a Method Required Minimum Death Distribution Total Balance (to close IRA) ^ Other Annual! uarteriy ^Seini-Annually ^ Y Frequency:^ Monthly ^ Q ^ Other First Payment Date: Funds Disposition: ® Mail to Beneficiary (~ Transfer to Spouse's IRA Date of B Date of Spouse ~ Other 179-44-8144 10116!1953_ Social Security Number/1'ax l.D. Number Date of Birth 717-763-0441 717-780-3829 ext. __ _. s,__~~.r no,ei,,,n Phnne Number Death After Required Beginning Date Complete this secrion only ~f the IRA owner died on or after the regmred beginning date; then complete the Payment Election and Method box. For the year of the IR.A owner's death, if the IRA owner did not take the required minimum distribution prior to death, the required minimum death distribution is the IRA owner's undistributed required minimum distribution for the year. For subsequent years, the required minimum death distribution will be deternined as follows: ^ Spouse beneficiary: I will withdraw the assets in a series of payments over a period not to exceed the longer of: 1) my single life expectancy, determined as of my attained age each year, or 2} the IRA owner's single life expectancy (based on the IRA owner's age on his birthday in the year of death and reduced by one each year thereafter). ^ Nonspouse beneficiary: I will withdraw the assets in a series of payments over a period not to exceed the longer of: 1) my single life expectancy (based on my age on my birthday in the year after the year the IRA owner died and reduced by one each year thereafter), or 2) the IRA owner's single life expectancy (based on the IRA owner's age on his birthday in the year of death and reduced by one each year thereafter). ^ Non-living-individual beneficiary: The assets will be withdrawn in a series of payments over a period not longer than the IRA owner's nonrecalculated single life expectancy (based on the IRA owner's age on his birthday in the year of death and reduced by one each year thereafter). Note: If you are the IRA owner's spouse, you may be allowed to roll over or transfer the assets of this IRA to your own IRA. Other: Withholdin Election IRA distributions are subject to federal income tax withhold og elect ttothave an additional amount withheldwtThelw thhold'tng applicable} unless you elect not to have withholding apply, certificate is printed on the next page. IRA distributions. ^ Do not withhold federal or state income tax fro ~umat least 10%) from my IRA distributions. ® Withhold federal income tax of 25 % from m IRA distributions. Onl if state income tax withholdin is a licable) Withhold state income tax of Si natures I certify that, to the best of my knowledge, the information provided on this form is true and correct and may be relied on by t e Trustee/Custodian. I acknowledge that I am respon cblo f I a ai a tot see the advace of a legal or tax professionaleas neededuti~e Due to the important tax consequences of this trattsa , Trustee/Custodian has not provided me with any loegae ou tax Sdthva~r~ ydesultsfrom this retransa tioniTy for this transaction. I will not ,_ _, ~ .,.-e 9-n,~rPPi~,~ctodian lial~e~for any adverse c ~~, ,~ ~ /r , Si nature of tienencrar - SB Revised 02/03/10 -02-1~ rn-uxo oin_oos ozoos entc Forward the original form (page 1 only) to Savings Services/Retirement Team MC: MAl-MB3 Traditional IRA Beneficiary Request for Distribution (Rev. 1/2005) page 1 of 2 1.410.147.1 9836-30.3 Sovereign Bank M A I -M 63.112-101' D/ 1 K ro. i~~a 841011> Boston, IVIA 02284 Bank FIN 23-1237295 INDIVIDUAL RETIREMENT ACCOUNT For Inquiries Please Call: (877) 768-2265 .,.~..~~.. Social Security Number rx*+*xrx,r• Retirement iD PAMELA K FRAZIER BENEF MARGARET E FISHEL 4695 SEARS RUN DR MECHANICSBURG PA 17050-2560 • .,,IIII~IIIII~I~III~IL~~~J~IJJ~~II~~t1~~~1~1~~~lll~n~~~ ,TE Prior Balance 0.00 9836-30.3 Statement Date 12-31-11 Be in Statement Period 01-01-11 End Statement Period 12-31-11 Page 1 of 1 Account Number: 000001682429833 N/A Rate .000 Date Amount Balance Description g 802.21 902.2 i TRANSFER INTO BENEFICIARY ~ ~ OS-05-11 -270.66 631.55 TAX WITHHELD-DEATH WITHDRAWAL DEATH WITHDRAWAL 08-05-11 -631.55 0.00 SUMMARY Prior Cash Balance 0.00 Plus Credits 902.21 Plus Interest 0.00 Less Debits 902.21 New Cash Balance 0•~ Total Plan Value 0•~ Disbursements 902.21 Federal Tax Withheld 270.66 State Talc Withheld 0.00 CONTRIBUTIONS SINCE 01-01-11 2010 0.00 201 ~ 0.00 Rollovers 0.00 FAIR MARKET VALUE OF PLAN AT THE END OF 2011 .00 THE FAIR MARKET VALUE INFORMATION IS BEING FURNISHED TG THE INTERNAL REVENUE SERVICE. [~,; ®Traditional ^ SEP ^ SIMPLE BENEFICIARY REQUEST FOR DISTRIBUTION _ ~ 7n ~ n~v....r Tnfnrmatiion LeCea~au ~~.n •., .. ~-- ---- Mar aret E Fishel Name Beneficia Information Geoff e T Fishel ~i ~ Name 2521 Chase Road Address _ _ _ PA 1 l;t 1Jraxc~=.~ Death Before Required Beginning Date Complete this section only ~f the IRA owner died before the required beginning date; then complete the Payment Election and Method box. I will withdraw all assets by December 31 of the fifth year after the year the IRA owner died. ^ I will withdraw all assets in a series o€ payments over a period not longer than my single life expectancy. I am a: ^ Spouse beneficiary - I will begin distributions by December 31 of the later of: (1) the year the IRA owner would have attained age 70%:, or (2} the year following the year the IRA owner died. My life expectancy will be recalculated each year. ^ Nonspouse beneficiary - I will begin distributions by December 31 of the year following the year the IRA owner died. My life expectancy will be reduced by one each year. Note: If you are the IRA owner's spouse, you may be allowed to roll over or transfer the assets of this IRA to your own IRA. Electi non a d Method Required Minimum Death Distribution Total Balance (to close IRA) ^ Other Frequency:^ Monthly ^ QuaRerly ^Serni-Annually ^ Annually ^ Other First Payment Date: Funds Disposition: ®Mai1 to Beneficiary (-] Transfer to Spouse's IRA ~'', Sovereign Bank 68-24-2983 1/30/1929 7/5/2011 ~cial Securi Number Date of Birth Date of Death Spouse Other 209-50-9283 6/20/ 1958 Social Security Numbedfax LD. Number Date of Birth ~~n~caR_~SR9 - - ext. Death After Required Beginning Date - Complete this section only tf the IRA owner died on or after the regwred beginning date; then complete the Payment Election and Method box. For the year of the IRA owner's death, if the IRA owner did not take the required minimum distribution prior to death, the required minimum death distribution is the IRA owner's undistributed required minimum distribution for the year. For subsequent years, the required minimum death distribution will be determined as follows: ^ Spouse beneficiary: I will withdraw the assets in a series of payments over a period not to exceed the longer of: 1) my single life expectancy, determined as of my attained age each year, or 2) the IRA owner's single life expectancy (based on the IRA owner's age on his birthday in the year of death and reduced by one each year thereafter). ^ Nonspouse beneficiary: I will withdraw the assets in a series of payments over a period not to exceed the longer of: 1) my single life expectancy (based on my age on my birthday in the year after the year the IRA owner died and reduced by one each year thereafter), or 2) the IRA owner's single life expectancy (based on the IRA owner's age on his birthday in the year of death and reduced by one each year thereafter). ^ Non-living-individual beneficiary: The assets will be withdrawn in a series of payments over a period not longer than the IRA owner's nonrecalculated single life expectancy (based on the IRA owner's age on his birthday in the year of death and reduced by one each year thereafter). Note: If you are the IRA owner's spouse, you may be allowed to roll over or transfer the assets of this IRA to your own IRA. iJ Other. - Withholdin Election IRA distributions are subject to fend havenwithho d g applya o~ ele t flothave an additional amount withheldWrThelw thh ldtng applicable) unless you elect not t certificate is printed on the next page. ^ Do not withhold federal or state income tax &orjO at least 10%)bfrom my IRA distributions. ® Withhold federal income tax of 30 !. ( Withhold state income tax of % from m IRA distributions. (Onl if state income tax withholdin is a licable) Si atures I certify that, to the best of my knowledgea theSr onsibletforc alculating and withdrawing thedrequired minirttaumbdeathedistribution. Trustee/Custodian. I acknowledge that P Due to the important tax consequences of Kia trans alror taxaadvice~ and I assume full responsibility for thissttransaction.eI will not Trustee/Custodian as of y g hold the Trust ran iabl f y adverse consequences that may result from this transaction. ~ Date Date Authorized Si ature of Trustee/Custodian Si ature c- SB Revised 02/03/10 Fo r he original form (page 1 only) to TR-BRD Otl?005 ~D 2005 PhiC Savings Services/Retirement Team MC: MAl-MB3-02-10 Traditional IRA Beneficiary Request for Distribution (Rev. 12005) page 1 of 2