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05-17-12
1505610105 OFFICIAL USE ONLY REV-1500°"@""F" ~ PA Department of Revenue ~sy~vn~ria Gxaky Gxb Year File Number Bureau ofIndivtduaLTaxes INHERITANCE TAXRETURN~ I ' ~ /-~ PO BDX 280001 RESIDENT DECEDENT J ~ Harrisburg PA 17128.0601 ENTER DECEDENT INFORMATION BELOW Soda{ Security Number Date d Death MMDDYYYY Date of Btrth MMODYYYY 08/16/2011 02121/1925 Decedent's Lest Name Sulfpc Decedent's Flmt Name MI DICK PEGGIE K (H AppNcabk) Errtar Surviving Spowe'c Information Below Spouse's Last Name Su1Nx Spouse's First Name MI Spouse's Soda) Seeurily Nuntxrr FlLL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FlLED IN OUPIJCATE WITH THE REGISTER OF WILLS r11D 1.Original Retum O 2 Supplemental Ratum O 3. Rmlaindar Retum (Data of Death Prior W 12-1382) O 4. UmiMa Estate O 4a. Future Interest Compromise (date of O 5. FeMerel Estate Tex Relum Required death after 12-12-82) OM) 8. Decedent Died Testate O 7. Decedent Maxdained a LIvMg Trust 0 8. Tdal Number of Safe Deposk Boxes (Attach Copy ~ Will) (Atladr Copy of TnrsL) O 9. Likgeeon Prgceads Received O 10. Spousal Poverty Credk (Date of OmM O 11. Eiectlon to Tax under Sec. D713(A) Between 12-37-91 end 1-1.55) (Atled1 Sdredule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CDRREBPDNDENCE AND CONFlDENIULL TAX INPoNMATNIN li110ULD BE pRECfED TO: Name Daykrne Telephone Number PAMELA K. FRAZIER, EXEC. <_, (717) 763-0441 n ~' c n .;.~ REGISTER OF r VtM ONLY '. f ri _I' ~'7 I ~ rr, Flrst Line of Address ~ ~ Cam, . 4595 SEARS RUN DRIVE n;_ ; - ~; ,: Second Line of Address , ~ - -: ~ b ~' St t ZIP C d GATE a e o e Gty or Post OINoa MECHANICSBURG PA 17050 CorreapondanYs e-mail address: p1f3Zff18Ch~rletscaPe.net Under pfnaltles otI>erlurY. I deaem that I have mla moan. induahg acmrrgarrykg sdwdulu and ataMnenh, and b the beat army Imoebdge an0 Delbf, ha erry btaMedga. re r of peprer dMrNan dro pelaonel mpsaentaCw IS beaed an all irdmnetlon dwhkh pape a n xt aM WnRleOa. Dede md k i6 true . n W l ~ ~ ~ SIG Bj E' P// ~ F ~ ~~ L~ p /q ~ ~ ~/ ~ C /d ,.iS-LS"!i(LG C "Y ~!/ 0. O ~~~95 .~~ais Run ~ et ache.-„'~56~q~ f'g /7~.sy SIGNATURE OF PREPARER OTHER THAN SENTATIVE GATE PLEASB USE ORIGINAL FORM ONLY ~: ~ c-~ ~:, r. ~ ` ,_ 'r; -,`~ ~- i-~-, ,:'~ <-~ ~ -z, Side 1 L 15U56101U5 1505610105 150561025 REK1500 !X (FO DecedenYS Social Secudly Number „r, RECAPITULATION 1. Reel E.slate (Sdtetlule R) .................................. . .... . .. ... 1. 2. Stacks antl BorMs (Sriredule B) .................................... ... 2. 3. Ckraely Hafd Corporation, Parlnarsh~t a Sde-Woprietorsldp (SchedulB C) .. ... 3. 4. Mortgagee and Notes Receivable (SchadWe D) .......................: ... 4. 5. Cash. Bank Depoeils antl MiscegarreOUS Personal P1pperty (.4rJletlUle E}.... .. , 5. 6. Join6y Owned Property (Schedule F) O Separate BiNing Requested .... .. , 6. 7. Inter-Vivos Tansfers & Mlacelleneacs Non-Probffie Property (Schedule G} O Separate BNNng Requested...... .. 7. 6. Total Grose Assab (total ~ 1 through 7) ........................... .. 6. 9. Funeral Expenses and AtlrniMStratlve Costs (Schedule H) ................. .. 9. 10. Denis of DecetleM, Mortgage Lrebirdies and dens (Sdredule 0 ............. ..10. 1/. Totat Deductions {total LJnes 9 ana 10) ............................... .. 11. 12. Net Valus of EsfaU (line 8 minus Line 11) ............................ .. 12. 13. Charitable and Governmental BaqueatslSec 9113 Trusts for which an election to tau has not been made (Schedule J) ...................... .. 13. 14. NeR Value 9ublact to Tax (Lure 12 minus Lina 13) ..................... ... 14. TAX CALCULATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 76. Amount of Lhre 14 taxable et the spousal tax rata, a transfers untler Sec. 9116 (ax1.2) X .0, 15. 16. Amount Of Line 14 taxable at Nnsel rate X .0 _ 18, 17. Amount of Line 14 taxable at siblFng rata X .12 1r. 18. Amount of Line 14 taxable at cdlaterel rste x .,s 312,848.n 16 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT aide 2 L 1505610205 15056102Q5 0.00 22,059.36 0.00 0.00 178,400.79 119,786.30 320,246.45 3,374.10 4,023.58 7,397.68 312,848.77 0.00 312,848.77 46,927.31 48,927.31 O REV-1500 EX (FI) ~9• 3 FIN Nunber ~) ~ (~ " V ~~ Decedents Complete Address: OECEDENI""S NAME PEGGIE K. DICK STREETADDRES9 4695 SEARS RUN DR cm -- ----- - -- -- scare - np MECHANiCSBURG PA 17050 Tax Payments and CredHs: 1. Taz Due (Page 2, Line 19) 2. fxeaiWPaymerds A. p~ pay~~ 39,375.00 B. Discoum 2,072.31 3. Interest 4. tt Line 2 Ls greater than Line 1 + Line 3, enter dre difference. This is 8re OVERPAYMENT. Fitt N oval on Pape 2, Lure 20 to request a refund. (1) 46,927.31 TotalCredtts(A+B) (2) 41,447.31 (3) 0.00 (4) 0.00 5. If Line 1 + Line 3 is greater Bran Line 2, enter the difference. This is dre TAX Ol1E (5) 5,480.00 Make check payable to: REGISTER OF WILLS, AGEINT. PLEASE ANSWER THE FOLLOVYING QUESTIONS BY PLACING AN "X" IN THE APPROPRUITE BLOCKS 1. Did decedem make a oansfer and: Yes No a, resin the use a income of the property irensMred .................................................................................... ...... ^ b. retain the dgM to designate who shell use the property transferred a Its income ..................._................. ...... c. retain a reversionary irderast ........................................................................................................................ ...... ^ d. receive the promise for Nfe of eitlrer Payments, beneflls a care? ................................................................ ...... ^ 2. tt tleatir occurred after Dec.12,1982, did decederd hansier property wNhin one year M dee0i witlaut receNing adequate cerrsideretionl ...................................................................._._..,............................ ...... ~ ^ 3. Did decederd own an tin trustfor orpayabl~-upon•deatlr bank accamt or searity at his or her death? ........ ...... ^ 4. Did decedent oam an individual reerertrerd account, ammay a otlrer norr-probate property, which canlains a berrefiaery designation7 .................................................................................................................. ...... ^ IF THE ANSWER TO ANY OF THE ABOVE W ESTIONS IS YE$ YOU MUST COMPLETE SCHEDULE G AND flLE R AS PART OF THE RETURN. For dates of death on a after Juty 1,1994, and before Jan. 1, 1995, the tax rate imposed on the rlet value of transfers to a for the use of the surviving spouse is 3 percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on a after Jan. 1, 1985, the tax rite imposed en 81e rret value of transfers to a for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) Qi)]. The statute does not exempt a transfer to a surviving spouse from tax, end the statutory requirernerds to dLscbsure of assets and fiNng a tax relum are stiN applicable even if the surviving spouse is the onty benefirrary. For dates of death on or after July 1, 2000: • The tax rate im{rosad on the net value of transfers from a deceased chNd 21 years of age or younger al dea8i fo a fa the use of a natural parent, an adoptive parent a a stepparent of the ririld is 0 percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net vaNre of iransfas fp atorthe use of the decedents NneM berlefidades is 4.5 percerd, except as ra6ed'n [72 P.S. §9118(a)(1)]. • The tax rate imposed on the net value of transfers to a for the use of fhe decedents siblings is 12 perrxmt (7S! P.S. §9118(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in comma) with the decedent, whether by Maxi or adoptiorr. Pennsylvania UEMRTMFAIT a PEVFNUE INHERITANCE TAX RERIRN RESIDENT DECEDENT scNi~ou~ s STOCKS 8t BONDS ESTATE OF FILE NUMBER PECiGIE K. DICK 21-11-0910 AH property lohdhr owned wltll Ilyllt d aurMwraMp Illust be dbdoaed aR SdIadllle F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1' 39.807 SHS COMMON MEAN MN;26.85925, 8118111, PPL CORPORATION (PPL) 1,069.19 CUSIP #693517106 2 35 SHS COMMON MEAN MN;51,58, 8H6/11, PRUDENTIAL FINANCIAL INC. (PRU) 1,805.30 CUSIP #744320102 3 1,661.028 SHS MUTUAL FUND;11.55 NAV, 8/16111, USAA INCOME STOCK FUND (USIS)n 19,184.87 CUSIP# NONE TOTAL (Also girder on Une 2, Reapdulatlan) I; 22,059.36 If more span is needed, Inset additlonal sheef5 of the same size REV-i5o8 EX+ (ss-io) 'KNEpULE E 7~ pennsylvarria ea7 OEPAIITMENTOEflEVENUE ureaurANceTAxReniaN aesioExr oEceoexr CASH, BANK DEPOSITS 8c MISC" PERSONAL PROPERTY ESTATE OF: FILE NUNBDt: PEGGIE K. DICK 21-11-0910 [ndude the proceeds d IPogatlon and the date the proceeds were received try thr. estate. AR property 1oDKIY owned wph ripM d awvhoratib neat 6e dmdoaed on SdredWe F. ITEM VALUE AT DATE NUMBER DESCRIFTION OF DEATH 1. AMERICHOICE ECU, AIC #34443-0001 REG SH 26.91 2175 BUMBLE BEE HOLLOW R0, MECHANICSBURG, PA 17055 2, AMERICHOICE ECU, AIC #344430060 24 MO CD 23,187.94 3, AMERICHOICE ECU, AIC #3~W4&0063 24 MO CD 4,934.46 4. MEMBERS 1ST FCU A/C #1736030011 CHECKING 16.50 5000 LOUISE OR, PO BOX 40, MECHANICSBURG, PA 17055 5, MEMBERS 1ST FCU A/C #1736060000 REG SVGS 27 57 g, MEMBERS 1ST FCU A/C #173606-0005 MONEY MGMT 4,020.42 7, MEMBERS 1ST FCU AIC #173606.0042 60 MO CERT 58,209.67 g. SOVEREIGN BANK #1681730588 THE SOVEREIGN ONE CHECKING 50,783.42 PO BOX 841002, BOSTON, MA 02284 g, LADIES 14 KARAT YELLOW GOLD DIAMOND BRIDAL SET DESCRIBED IN THE WILL UNDER 7,628.00 ARTICLE II.B. AS'My two t:erat soktare ring with diamond chips in Bie barM grounding the dianpnd wom on my left had to my fiend, PAMELA K. FRAZIER." 10. 2008 BUICK LUCERNE, VIN #1G4HD57238U783754, TRANSFERRED TO PAMELA K. FRA7JER 4/6/11 20,000.00 11. ASBURY COMMS, INC-REIMBURSE FR MEDICARE FOR HOSPICE 6/1/11 TO 6/30/11 499.24 12. GOOD HOUSEKEEPING~UBSCRIPTION REFUND 11 67 13. USAA LNS-SUBSCRIBERS REFUND 511.02 14. ASBURY COMMS, INC-REFUND FR SKILLED CARE AND 5676 REIMB FR MEDK;ARE FOR HOSPK:E 5,431.00 15. A.F.& L.INS-REIMBURSE llf CARE INS 1,880.00 16. GUIDEPOSTS-SUBSCRIPTION REFUND 12 97 17. U.S. DEPT. OFTREASURY-2011 1040 REFUND 1,220.00 TOTAL (Also enter on Line 5, RerapBnlation) S 178,400.79 IT more space is needed, use additlonal sheets of paper of the same size REV-05D9 EX+ (D>.-w) Pennsylvania DEPAflTMENT OF NEVENUE INHEIarANCE TAX flEfURN YFCIDPR tlEQ-0ENT SCMEp11~E F ]OINT4Y-0WNED PROPERTY ESTATE OF: ~~ ~~° PEGGIE K. DICK 21-11-0910 I1 aN0 aaaeR booms SURVMNG ]OINi TBiANT(S) NAME(S) vdtldn one year of tlw deoedaKa data of ADDRESS 4695 SEARS RUN DR MECHANICSBURG, PA 17050 RElAT10NSHIP TO DECEDENT FRIEND A PAMELA K. FRAZIER B. C. YfDYTLY OWNED PROPERTY: ne0 xu0eea IETrea Nnwart 7ENANt wrE NnDE wart oESwpnDN of rrtorem aOaweNAIEOFNNANOnLal5rtlUnONANOwacACGOIMrNlannlOaStOSlvt IoenffraaG NU1bBt. Anna oa®wawwnT Nau Bode DA7EaFOEArN v ar A$Ef x aF DEff9ENI5 am3a.5t oAh of oenm waoEaF DC®BIiS an0lfsi Y. A. BALANCE FROM PAGE 1 97,220.80 14 A. Ot106N9 PNC BANK M50-0579~9272 FREE CHECKING 100.00 50% 50.00 15 A. 11127A)9 PNC BANK (131100348042 60 MO CALLABLE CD 3'1,355.00 50% 15,677.50 16 A. 0501/03 US SVGS BDS, SERIES I, 55,000, V01018001091 (1,838.00 50% 3,4!9.00 17 A. 05A1/03 US SVGS BDS, SERIES 1, 51,000, M0044484101 '1,367.60 50% 683.80 18 A. 05I01A3 US SVGS BDS, SERIES I, 51,000, M0044484111 V,367.60 50% 683.80 19 A. 050tA3 US SVGS B0.S, SERIES 1, 51,000, M0044484121 1,367.80 50% 683.80 20 A. Q5101/03 US SVGS BDS, SERIES I, 51,000, M0044484131 1,367.60 509(0 683.80 21 A. 051D1A)3 US SVGS 9DS, SER1E51, 51,000, M0044484141 1,367.E 50% 683.80 a n~ a ~PaFtd oN 5a0ndnla s. pq,~y~' ~ -~ TOTAL (Also enter on line 6, Reopitvlafion) I; 119,786.30 If more space is needed, vse add6b00a1 sheets of paper d the same size. REV-fSo9 EX+ (oi-iD) pennsylvarria DEPARTMENT OF aEVEHUE INREAITARO? TAX RFInRN RESIDB7r DE®B(r SCNEpYLE F ]OINTLY-0WNED PROPERTY ESTATE OF: FILE NUMBER: PEGGIE K. DICK 21-11-0910 If an asset bewlaa 1~9 owned witllM ma yeu of the dxadmd'a deco M dMM, k must a mported on Schedlde G, SURVIVING ]OINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT a PAMEIA K. FRAZIER 4695 SEARS RUN DR FRIEND MECHANICSBURG, PA 17050 6. C. .nrvn v rnrtam aYDOERTV: ms+ NURB9l IFTigI raa 7@MNT pAie WADE !Olaf OBWVRON OF PROPEIRY v+awE sAeE of nxESaA~ eaTmmtw AaD eExe A[OpM mXaet aA S11mAA mB/nFYU1G MlaB1. ATIAUI FaR Y,wrtIY HRD PE11BrATF. w7E a t~lx VAWE OF ASSET %OF occmelrs o1lElleSr DAIE OP OrAnI_.__ vauE of e11H1BT 1. A. ~p6p9 MEMBERS 1ST FCU A/C #173606.004160 MO CERT 6'1,959.76 50% 30,979.88 5000 LOUISE DR, PO BOX 40, MECHANICSBURG, PA 17055 2. A. 11/14/08 PSECU AIC 1806356049-01 REG SVGS 5.73 50% 2.86 PO BOX 67013, HARRISBURG, PA 17106-7013 3. A. 121141 PSECU AIC 15604904 CKG 0.08 50% 0.04 4. A. 12I14A)8 PSECU AIC X635609907 MM 3,455.89 5096 1,727.95 5. A. 11114108 PSECU AIC i~6356049-52 60 MO CERT 5,827.97 50% 2,913.99 6. A. 11/14N8 PSECU AIC #8606356049,53 60 MO CERT 30,306.13 50% 15,153.07 7. A. 12114A8 PSECU A~#86083<.,60495424MOCERT 26,301.79 50% 13,150.90 8. A. 12114108 PSECU AK: X635609955 60 MO CERT 8,313.00 50% 4,156.50 9. A. 08716109 PSECU AIC #860635604956 6D MO CERT 4,851.60 50% 2,425.80 10 A. 11/15109 PSECU AA;#06063560495760 MO CERT 15,651.56 50% 7,825.78 11 A. 1221A)9 PSECU A1C #860635804958 60 MO CERT 26,953.82 50% 13,476.91 12 A. 02/24!10 PSECU A1C #86063.5604959 60 MO CERT 6,222.24 50% 3.111.72 13 A. 01/06109 PNCBANK #50-0579$149 PREMIUM MM 4,592.00 50% 2,296.00 PO BOX 609, PITTSBURGH, PA 152309738 ~jU ~ i TOTAL (Also enter on Une 6, Recapitulation) I ~ 97,220.80 tf more spas H needed, use adlAtlglal sheets of paper of the same she. REV-1511 EX+ (10-09) SCHEDULE H ~' Pennsylvania DEFARTMEN~OF REVENUE FUNERAL EXPENSES AND nnaxiranceTaxREruaN ADMINISTRATIVE COSTS nesiDacr ozcEOear ESTATE OF FILE NUlMBER PEGGIE K. DICK 21"11-0910 paeAdrt'a debts what ba reporad on SdadrrPo I. ITEM NUMBER ~~~~ AMOUNT A. FUNERAL EXPENSES: 1' PAMELA K. FRAZIER-REIMBURSE MUSSELMAN FUNERAL EXPENSE 1,145.50 2. PAMELA K. FRAAER-REIMBURSE BUTTERFLIE RELEASES 173.00 3. MUSSELMAN FUNERAL HOME-ADDITIONAL FUNERAL EXPENSES 545.67 a. BETHANY VILLAGE-CATERING MEMORIAL LUNCHEON 392.91 5. GINGRICH MEMORIALS-INSCRIPTION OF DATE OF DEATH ON HEADSTONE 160.00 B. 1. ADMINISTRATIVE COSTS: Personal Reptaentative Commissions: Name(s) of Personal Representative(s) Strad Address ~' - Year(s) Commissiai Paid: 2. Attorney Fees: 3. family Exemption: (If decedenCs address is not tlR: same as dafmaM's, attach explanation.) ryaimant 4. 5. 6. 7. 8. s. so. ~t. Street Address qty _ State! IIP , Relationship d Claimant to Decedent Probate ftes: AaountaM Fees: Tax Rehm Preparer Fees: CUMBERLAND LAW JOURNAL-EXEC NOTICE ADVERTISEMENT PATRIOT NEWS-AD#2173742-METRO WEST LEGALS UNITED STATES TREASURY-2011 FORM 1041 PA DEPT. OF REVENUE-2011 PAJl1 MOLLIE B. FINE JEWELRY--0IAIAOND ENGAGENENTIWEDDING RING SET APPRAISAL. 413.50 75.00 104.52 149.00 55.00 160.00 TOTAL lNso enter on Une 9. Recapitulation) I S 3,374.10 State _IIP If more spas rs newdcd, use additional sheets of paper of the same size. • REV-1512 E%+ (12-OB) Pennsylvania OEPAaTNENT OF NEVENUE INNERRANEE TAX NEIUNN RESIOBIr oErr~Erir SCHEDULE I DEBTS OP DECEDENT, MORTGAGE LIABILITIES ~ I ESTATE OF FILE NUMBER PEGGIE K. DICK 21-11-0910 ItePort debts bxvrad bP Ma deaden[ gior to deaM Mat ramabrod unpaid K Ma dste o(daaM, bldmEay u medlwl azpeuss. 1• CONTINUING CARE RX 120.73 2. A. F. 6 L. INS C0.REIMBURSE OVERPAYMENT L/f CARE INS 3,708.85 3. BONNIE K. MILLER, TAX COIL-2011-12 PER CAPITA TAX 11.00 4. PA DEPT. OFREVENUE-2011 PASO 183.00 TOTAL (Also enter on Line 10, Reapitolation) I; 4,023.58 If more spnoe b needed, II15tlt atldibalal shMS of the same she. ' aEV-LSL3 Ex+ loi-LO> Pennsylvania DEPpNTNENT OF aEVEN1IE NVIERRAX[E TA% RE711RN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE Of: FILE NUMBER: PEGGIE K. DICK 21-11-0910 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DD Not Llst Tnrstas(s) OF ESTATE I TAXABLE DLSTRIBUiTONS [Indude outright stausal dkhibudons and transfers under Sec. 9116 (a) (1.2).] 1. BRIAN J. SMITH, 22518TH ST, NEW CUMBERLAND, PA 17070 GODSON 25% PARTIAL DISTRIBUTION 12/30/11 20,000.00 2. 3. PAMELA K. FRALER, 4895 SEARS RUN DR, MECHBG, PA 17050 PARTIAL DISTRIBUTIONS 39.807 SHS COMMON MEAN MN $26.85925, 8116111, PPL CORPORATION, CUSIP 11b5351T106 35 SHS COMMON MEAN MN X51.58, 8/16/11, PRUDENTIAL FINANCIAL INC. (PRU), CUSIP #744320102 FRIEND ENTER DOLLAR AMOUNTS FOR DISIIUBUlIDNS SHOWN ABOVE ON LINES IS THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRUTE. II NON TAXABLE DISTRIBUTIONS T A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN EIECfION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL Of PART II - ENTER TOTAL NONTAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER. SHEET. 75°h 1,069.19 1,805.30 If more spas is needM, use addRialal Sheets d paper of tlIe same size. REV-7513 EXt 01-10 SCHEDULE J -PAGE 2 BENEFICIARIES ESTATE OF: FlLE NUMBER PEGGIE K. DICK 27-11-0910 NUMBER NAME AND ADDRESS OF PERSONS REGEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not lbt 7' a AMOUNT OR SHARE OF ESTATE I T DI I UTI NS pndude outright spousal distribu8ons and sanBfeB antler Sac. 9118 a 1.2 . BALANCE FROM PAGE 1 $22874.49 PAMELA K FRAZiER GO FRIEND 75% 4695 SEARS RUN DR. MECHANICSBURG PA 17050 PARTIAL DISTRIBUTIONS CONT _ 4 PARTIAL DISTRIBUTION~'19If2 $60000.00 5 6 DISTRIBUTIONS OF JOINT ACCOUNTS JOINT-MEMBERS 1ST FCU A!C #1'738060041 80 MO CERT JOINT-PSECU AIC #8606356049-01 REG SYG5 S3D 978.88 $2~~ 7 JOINT-PSECU AIC #8606358049-04 CKG $D.Dd B JOINT-PSECU AIC 7f8808356#49A7 MM 51 727.95 9 JOINT-PSECU AIC #8606356049-52 60 MO CERT 913.99 10 11 12 JOINT-PSECU A!C #8808356049-53 80 MO CERT JOINT-PSECU AIC #660635604&54 24 MO CERT JOINT-PSECU A7C #8606356049-55 80 MO CERT $15153.07 $13 150.90 $4 156.50 13 14 15 JOINT-PSECU AK: #8606356049.58 60 MO CERT JOINT-PSECU A/C #86068,56049-57 60 MO CERT JOINT-PSECU AK: 718606356049-58 60 MO CERT $2,425.80 $7 825.78 $13 478.91 18 17 18 JOINT-PSECU AIC #86083560495960 MO CERT JOINT-PNC SANK ilfio-0.579$149 PREMIUM UM4 JOINT-PNG BANK#500579-9272 FREE CHECIONG $3 111.12 $2,296.00 $50.00 19 JOINT-PNC BANK K.M1t1IX1346042 60 MO CALUI6LE CD $15 677.50 20 JOINT-US SVGS BDS 3ERIES I 000 V01018001091 $3 419.00 21 JOINT-US SVGS BDS SERIES 1 $1 000 M0044484101 $883.80 22 JOINT-US SVGS BDS SERIES I $1000 M0044450111 $683.8D 23 JOINT-US SVGS BDS SERIES I $1 000 M0044484121 $883.80 24 JOINT-US SVGS BDS SERIES I $1000 M0044484131 $683.80 25 JOINT-US SVGS BD3 SERIES 157,000 M0044484141 $888.80 TOTAL $2712660.79 Page 7 Direct.Purchase Plan Transaction Request MaiE to: Shareowrux Services PP01 3099017251 PPL Cwporafim Common Stack Direct Purchase PIS PO Etox 84856 St Paul MN 55164-0858 Freese change my address as irHl~a(ed. _.r_ U Alf registered owMrs MUST sign on Me back of flrrs Porm. PEGGIE K DICK 4695 SEARS RUN OR MECHANICSBURG PA 17050-2560 OPTIONAL CASH PURCHASE ELECTION 22stot Erldosed Is a U.S. cloNar check drawn on a United Stales bank: made peyaMe to Shareowrter Services fw: $ ~ -'_- -. I MhNaarm $25.aMMaxlmum 9,'2Q00a.60parmonar Shareoes,er Services wtll process yow purchase instructions accordin8 to Yaw Plan prospectuelbrochure upon receipt of Your property cargdeted request which indudes aecamt nmMrer and company name. We we not be liat,k fw arry claim ariskig out of faiWre to purchase stares on a date w at a specific price. Requests, otlar Than eddraes , suMrelted on tMa form wiN Doty afkat Direct Purdrese Plan shares, not shares held in DRS. I~,i~~~w~~~~s,~l~ 11!!~!~,~~ ate„ - -__ _ _ _ Deface ae~.. FwwartJfop poraon b me eabFeaa saown atbve. Direct Purchase Plan Account Statement ~'•' ~~ ••;e"••e•;: A~ `~„ ..._ pp~ ~-- rauestlons: u.s. telapl,ane number. ~~aoo-34s.3oes ~«xl and adaide u.s : ~t-ass.2tzg p., Fw aNfne accrwmt infoma0on, please vlatt www.shareownswttne.com ~~, ry m wr Account Summary PPL Corporation Common Stock Accourd # 3099017251 PEGr31E K DICK Share Balances 4N8 SEARS RUN DR Dired Purchase Plan MECHANICSBURG PA 170110,2680 Certificate(s) Direct Registration Total Shares July 2, 2011 Record Date Current 39.313 39.807 0.000 0.000 0.000 0.000 39.313 39.607 Year-to-0ate Amounts Current Dividend Gross Dividends Roimrested $80 72 Record Dete O6/10/11 Federal Tax WRhheld . $0 00 Payable Date 07/01/1 t Nonresident Alien Tax Withheld . $0.00 Dividend Rate $0.35 State Tau Withheld $0 00 ACCOUnt Value Cash Investments . $0.00 Market.Value Date_____ -- -- __ _,____ 07/01/11____ _ Service Chames Paid by You -- $0 00 arket Value Price $28.0200 _, Service Charges Peid toy Company . $1.50 Acxount Market Value $1,115.39 Commissions Paid by You $0.00 Tranaaelion a TranaaCUon Battlement Wh Type Gross Amourd Of Sarvke Tra tl Ch Net Amount or Prke shares Increased Total shares naac on arge Transaction par share w Decreased Nee M wan "" "" '= 38.2(16 Div Reinvested ~ ~~ 35 $0 00 r' 518; 526. 1200 ~ , t 38.777 Div Reinvested ?r ~ Div Reinvested y ''~~5a~ ~ , .~jg7~' $0 00 ~ `lj1t)'f $000 , ~,, ~.,.~1 `76; 525. 1000 s i $27.E1300 F ~~ ~~ . ; 39. 13 / 39.807 I III IIII~II IIUI III IIIII IIIINI III IIIII INII IiIN INU IIIII hill INII INII IIIY IIII III PPL US $ ? 29 . 4Z +,51 N N29.41/29.42N 11x54 EquityD E S DELAY 18:40 Voi 3,538,314 Op 29.12 N Hi 29.42 Y Lo 29.12 N Va1Trd 103.577m DESCRIPTION Pace 1/10 P P L U S L CORPORATION [ Electric-Integrate BBGID BBGOOOBRJL00 CUSIP 693517106 98) Generate Report PPL Corporation is a ne an utility holding company. The Company, through its subsidiaries, generates electricity from power plants in the northeastern and western United States, and markets wholesale and retail energy primarily in the northeastern and western portions of the United Staten, and delivers nl nr~tririty ;n Donncvlvania and the United Kingdom. TOCK DATA USD IVIDENDS uarterl USD PO Price 29.42 VD Indicated Grass Yld 4.76$ 52Wk High 9/20/2011 29.6119 Dividend Growth 5YR 5.43 52Y(k Low 3/17/2011 24.10 Ex-Date Type Amt YTD change 3.10 9/ 7/11 Reg. Cash .35 YTD $ Change 11.78$ FA Shares Out 7/29/2011 577.749M ARNINGS USD Market Cap USD 16997.38M ERN Ann Date 10/28/11 (Est) Float 577.33M Short Int 16.462M Trailing 12mo EPS 2.940 TRA 1 Yr Total Return 12.95$ EE Est EPS 12/2011 2.586 BETA vs. SPX .62 P/E 10.01 LT Growth 12.18 MON 0 tions LEAPS Stk Mar finable Est P E 11,.38 Est PEG .93 0 PURCH 17 MLN SHRS FOR $24.50/SHR IN SELF-TENDER OFFER EFF 9/11/98. (APPROX. 0$ OF THE SHARES TENDERED . Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe w Zo /33g /oW uarmang an oe n<w ac •0 :rang no.g ox ce// ovw Sapan el 3 3201 8900 Si nga{w re fi5 62t2 1000 U.S. 1 212 316 2000 Copyright 2011 eloon~be rg Finance 1. P. 5N 844214 EDT GMT-4:00 6605-1234-0 21-OCi-2011 20:01:24 ~'g-! ~/ PPL US $ T 2 9.42 +.51 N N29.41/29.42N 11x54 EquityMA C D DELAY 18:44 Vol 3 538 314 0 29.12 N Hi 29.42 Y Lo 29.].2 N Va1Trd 103.577m PL USE UITY ~ Moving Avg Conv/Div Page 1/2 Range 08/15/11 -08/16 it Upper r Chart Mov. Avgs ~[ 5] 15 Currency SD Period Dait Lower one Mov. Avg ~ _ MACD 12 - 26 Signal ~9 MACDDiff ist ram :.........--~--~ .........................................................................................h7.zo ~ _ Day Session ^Last 26.97 - - - " - - ' T High on 08/16/11 21.1185 !''J' ' +•AveraOe 26.81 :~- 1 Low on OB/15/11 26.13 -~ ............... ..........._....................._............... ^SMAVG on Ciose(1) 26.9700 C~SMAVG on Qose(5) 26.2900 .. -~S1,y,VG on Close(15) 26.9567 ..........................~- - ---~•--~-'-•-•-•-~---........_.........---- ^MACD on Close(12,26) -0.3952 ' :.'.•Sienalon Clase(9) -0.3340 ........................................................................... ^DIFF on Clase -0.0612 2011 Austral is 61 2 9777 8800 Brazil 5511 3018 4500 Europe 44 20 7330 7500 Gernutny 49 69 92iM 1210 Nong Konq 852 2977 6000 Jspan 81 3 3201 8900 Singapore 66 6212 1000 U.S. 1 212 318 2000 Copyright 2011 8looaberg Finance L. p. SN 844214 EDT GM-4:00 6605-1234-1 21-Oct-2011 19:40:46 ~~f ~~~/ Pen ~-ro.°1b 1-f,~h ar/, i/ ~~ L o v,/ ~(F .loo ~.t~~e. ~.9~ ,2~1. t ~8~ dG. ~o -~ ~~~ J 3 9. ~r~'1 shs X ~,~b. S~'a.~ gri b ~il M~M~~ 6 ~:. 859" f~ --l Prudential I~ a 019463 h~I~P~~IhP~drihlhrhl~lll~l,~hhlq„Il~lnumhllq~ll PAMELA K FRAZIER EX EST PEGGIE K DICK 4695 SEARS RUN DR MECHANICSBURG PA 17050 tmm~„e~•t + PrwPds~ x,, . Within USA. US tertitolies & Careata £4 DutsideUSA,UStarritorresBCamda ~~.'~ www.canputer~~7~ Pndenbal Faendel, Ine is orr~a~aas ~~. Holder Account Number 00032123861 iennum~~ UnanflMd axoerAs ors subject to rdtlllaWing texas -on draidend WYE aneseNspoeaeds. Comperry ID ~'-' SSNRIN Certified Transaction(s) pate I Transaction Description ShareslUnits I CUSIP ~ Description 01 Feb 2072 Transrer 3i 0000 744320702 Common SMdc Account lrtfonnation: Date: 01 Feb 2012 (Excludes transactions penrOr~ settlement) Dire m Total ` Shares! i P°~ ~ Value (5) CUSIP , Class Registration UniiS i Per Share ~ ~ Description Balance 35.000000 35.000000 ~ 58.3300W ~~ I~~Gt /I titi/J 35 :ih9 >c 5i. 5~ 2.047.55 4(iw(r- 744320702 Common Stock IMPORTANT INFORMA710N RErARr WR YOUR RECORDS. lli ae+la byaa axbddri daaaenaabndbdaeywrammlanribsbdriCOmpaea W dAeOwdlLphaeAm 8ypm rib naaixa neeoxeEb NweunrM nwa ~xuxx rtlhbwydbb adrlmdxs ndd Utll aodarnaApbanri ncpaN. t daW bo IaYI Wu yoR Yapwlbeemaewib n a nauatl drwrawnrdYp dries clones No adm an Ywa pM b ~~ w WIS You Mdl b 4Pa W Ywa ed144 anYu1K~ ad a gqup a a1Nta6~ a baa/ar tac Oookmby dibu. ae~M pw4~0miWUn liyoudd~itlaPadYamtl~EUk~alo~irN~cd we MS Yyyaowrdwas ~~m/wee b/Br kpWffin atl7ouhw mNwbanefamdtM tlwaaM wYb~aapoMCmdba+inala4tlonmWnd. tl~MiM ff~FO•nWOd PbrevYaurvwWbwawauttfarYaNAwfYaunwdWw4 ito~bn ebwR mpbnY. aaewa~Inlaebb b~uoE, aneri aulaeydri9oeddpxbabdYYbriahrodllroaebimYane Daudet w7 RyYisw~c~a, 41~ a~ wrihriand M. al.b doom de. aro ~ roNS. nab wn AMaq N nN epoNa dCmprreMe sae ae ndbnnaaA byri FMWa DapoW eeusfw CaaawYM bewaiM awwb gabdon Cwpwmbn w anydlsbdwal waabaewy: e you ao ad bxp N aaaax aM os ar m ad lo+ aq adiAy b your aaslaxbr ri cab t M aw bw. Yaia PapenY taN eaeanb ed4ad b mr uKlaYxea pwab' mw ana eanaama b ri aYpmpiab olds PRU US $ x 5 3. 2 3 +1.48 N N53.22/53.23N 7x170 EquityD E 5 DELAY 18:40 Vol 5,701,889 Op 52.30 T Hi 53.25 T Lo 51.87 P Va1Trd 300.256m DESCRIPTION Pa a 1/10 P R U U 5 ~--RR IAL FINANCIAL INC [ Life[Health Insuranc BBGID BBGOOOHCJMF9 CUSIP 744320102 98) Generate Report Prudential Financia , nc. prove es 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, asset management, aocur;t;es 6rokeraae_ real estate brokerage. and relocation services. TOCK DATA USD IVIDENDS Annual USD PO Price 53.23 DVD Indicated Gross Y1 2.16$ 52Wk High 2/18/2011 67.52 Dividend Growth 5YR 8.07$ 52Wk Low 10/ 4/2011 42.45 Ex-Date Type Amt YTD change -5.48 11/19/10 Reg. Cash 1.15 YTD $ Change -9.33$ FA Shares Out 7/31/2011 484.000M ARNINGS USD SH Market Cap USD 25976.24M ERN Ann Date 11/ 2/11 (Aft-Mkt)(C) Float 483.29M Short Int 4.821M Trailing 12mo EPS 7.450 TRA 1 Yr Total Return .05$ EE Est EPS 12/2011 6.683 BETA vs. SPX 1.32 P/E 7.14 LT Growth 13.70' MON 0 tions LEAPS Available Est P E 7.96 Est PEG 1 .58 Australia 61 2 9777 8600 Brazil SSlI 3048 4500 Europe 44 20 7330 7500 Gersnny 49 69 9204 1210 Hong Kong 852 2977 6000 Japan 81 3 3201 8900 Singapore 65 6212 1000 0.5. 1 212 318 2000 CopyrlgM 2011 Blooaperg Finance L. P. $N 844214 EDT GMT-4:00 G605-1234-0 21-Oct-2011 20:01:14 PRU US $ x 5 3. 2 3 +1.48 N N53.22/53.23N 7x170 EquityMAC D DELAY 18:40 Vol 5 701 889 0 52.30 T Hi 53.25 T Lo 51.87 P Va1Trd 300.256m ~PRU US EQUITY Moving Avg Conv/Div Page 1/2 Range 08/15/11 - 08/16/11 Upper Bar Chart Mov. Avgs [~1[~ 15 Currency SD Period ail Lower one ~Mov. Avg [~ _ MACD 12- 26 Signal ~9.-._ --.-.-. MACDDiff...ist.,.ram--------- --- - ........ ...... r ^ `-~- - ............................... DaySessian _...---............-...-.c.-.-.-.-._._.... ^Last 50.70 :.....-----~~-~-- - - --~-------- -~-- T Nigh on 08/15/11 52.52 ................~---~--..... _............. +Average 51.60 ...................................~ 1 Low ort08116/11 50.66 ..............---.......................... ' ^SMAVG an Close(1) 50,7000 SMAVG on Close(5) 50.7020 ........................................ .. ......................... .......~SMAVG on Close(15) 54.0153 ......-.......-~---..................... ~~~ .. ^MACD on Closa(12,26) -2.7334 ,.- :.;Signal on Close(9) -2.3474 .........-' ..........................'---...-................--'-----~-~-- ^DIFF on Close -0.3660 2011 Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe 44 20 7330 7500 Germany 49 69 9204 1210 Nong Konp B52 2977 6000 Sapan el 3 3201 8900 Sl ngapore 65 6212 1000 U.S. 1 212 318 2000 CopyrlgNt 2011 Bloomberg Pi nance L. p. SN 844214 EDT GMr-4:00 G605-1234-1 21-Oct-2011 19:35:04 DS~/ to/i/ 07~1~ .o /• ~~ `~i~h 5a-SO ~sv~ Sc. (rld C~cse Sc 7C g~ • ST' lVI eE'u~ C • r~6 ~+L / ~/ lo3•lf~~ s~~,/~~A J ~Jrr~/l/ 35 shy x .~`1. ~~ ~- 1, ~`c ~ : 3~~ U$~® uslsjc. fJk~tual Fund Summa~y January 1 to December 31, 2011 Psge 8 of 8 Activity B' ~ ~ ~ ~~ (ale/.a28 USISX US $ NAV 12.02+ . 23 Purch Prc 12.02 USISX US DESCRIPTION ucna TNfnMF STfICK FIIND Obiective - Income Eq EquityD E 5 As of Oct21 Page 1/ 5 SAA Income Stock Fund is an open-end fund incorporated in the USA. The runo's bjective is current income with the prospect of increasing dividend income and he potential for capital appreciation. The Fund invests at least 80$ of the und's assets in common stocks, with at least b5$ of the Fund's assets normally ;nvactarl ;n ~nmmnn stacks of companies that oav dividends. e Equity Income Assets mil) !i/30/11 $ 12b5 .17 et Cap Focus Large-cap Inca tion Date 5/ 4/87 1 Y , Perfo nce va .~ Renchsa k Indic s 20 ra hic Focus U.S. Performance Percentile Rankin `-"-"'' "-'' "-"'-"' ~- ""'----~ `° of 10 20 11 Return Rank RA 1 Month .7b 15 YTD -.53 50 1 Year 4.9b 54 ~ U5=57( 3 QD 2010 13 0 ~ RLY - . p 5 Year -3.10 b 29 00710 31DE0 28FE811 29APR 30JUN 31AUG -10 <GO>} FOR FUND PERFORMANCE CHARTS AND {FSRC<GO>} FOR FUND SEARCH Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe 44 20 7330 7500 Ger:sang 49 69 9:!04 1210 Hong Kong 852 2977 6000 Japan 81 3 3201 8900 Singapore 65 6212 1000 U. S. 1 212 318 2000 Capyrtlght 20l1 Bloawberg Finance L. P. SN 844214 EDT CM-4:00 0,605-1234-0 21-Oct-2011 20:01:06 /~ "~~') <HELP> for explanation. CLOSE/ USAA INCOME STOCK FUND (USISX Range 8 16 1 to 8 16 1 S EquityH P Page 1 / 1 US) NAV 12.02 OFFR 12.02 HI 11.55 ON 8/16/11 Period ~ Daily AVE 11.55 Market NAV LOW 11.55 ON 8/16/11 DATE NAV DATE NAV DATE NAV F T W T 8/16 L11.55 - rope „ cv iaw .ow aarwany qy oy y<v4 1[1o Non9 Kong 852 2977 6000 Japsn el 3 3201 8900 Singapora 65 6212 1000 U.S. 1 212 318 2000 Copyright 2011 Bloonberq Finance L. P. SN 844214 EDT @7T-4:00 6605-1234-1 21-Oct-2011 18:32:22 ~~/~//I ~ M ern ti~/t~ ~':~ AmeriChoice 11~ FEDERAL CREDIT UNION Building Relationships For Life January 17, 2012 Pamela K Frazier 4695 Sears Run Dr Mechanicsburg, PA 17050 Re: Estate of Peggie K Dick Ms Frazier, The decedent had one member number 34443 titled Peggie K Dick. This ac~unt was an individual account and included: Regular Savings (suf&x 0001) -opened 10/17/2002 Share Certificate (suffix 0060) -opened 01/03/2010 Share Certificate (suffix 0063) -opened 02122/2010 Date of death balances are as follows: Balance Accrued Dividends Yi' ( 0001 - $ 26.91 $ 0.01 G °,^~ 0060 - $ 23,187.94 $ 36.63 F'~ 0063 - $ 4,934.46 $ 14.83 The above balances include the accrued dividends. Mrs. Dick did not have a safe deposit box with AmeriChoice. I have included Mrs. Dick's most recent statement.. - -.__ _ _ 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 bsea ves ,americhoice.org Main Office: 2175 Bumble Bee Hollow Road • Mechanicsburg, PA 17055 • Phone: 1717) 697-3474 • Fax: (777) 697-3773 Website: www.americhoice.org ovw~+n s... i~ ;~ ;~ OIMI LWIN NIIW ~ a07145 M4Kh~nicshu'g,M 17065 v~wr.msmMntdory YYn SNMhboW: (500)25:1-2328 EZ Cdl: (r17) 6W-4372 or (800) 2834372 700: (7,7) ear-s3,z w (eoo> ze3-2s2e ~. ss,2 r.kerexh: (eeo) z37-7288 Aug 25, 2011 thru Sep 24, 2011 Account Number: 173606 Balanc~ls at Checking: S a Glance: 9260 1 AV 0.340 18519-9260 aVings. 1~~~1111~~111~~~~1~1~11~~~~~1,I,I,Inllnll~ul~lull~l,llml Cert~Cates: PEGGIE K DIC Loans : C/O PAME ZER ECUTRIX Mone Mana ement: n46nECH NICSBU G PA 17050 Swipe :5 YTD Rewa 0.00 5.00 120,294.18 0.00 0.00 rd: 0.00 R.u G~ Page: 1 of 2 Your aggregate balance as of September 1st is;124,359.28. 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! CHECKING ACCOUNTS 0011 -CHECKING pate Transaction Deeatotion Additions SWttradiorffi Balencs Arq 25 Bsfanoe Farusrd 16.50 Sep 02 Withdrawal Transfer 16.yp_ 000 To ESTATE OF PEGGI XXXXXXXXXX Share 0011 ~o~ ~ 0.00 SAVINGS ACCOUNTS 0000 -REGULAR SAVINGS Date Transaction Desaotion Add Suhtramens _~,,,~,,, Ate ?S Ea/eona_ ForNe6~ol _ _ 21.67 Sep 02 Withdrewal Transfer t3.$"i- _ -5:6li To ESTATE OF PEGGI XXXXXXXX)CX Share 0000 ~o ~ 5.00 OOOb -MONEY MANAGEMENT Augr/ Irovwaru 9`V/y, ffY X ~t'035 X ~'/34S ~- , f$ 4.019.84 Aug 31 DeposR Dividend Tiered Rate 1.19 4,021.03 Ar,00ai f>srceari~s >~d G~ned o.3~d6 harry aeiov2n» Bxor~g5 aeri3vaolf oyc,~l ~ Sep ~ Withdrawal Transfer H019. ~ t J~~ ~ 1.03- 0.00 To ESTATE OF PEGGI XXXXX)WCXX Share 0005 Sep 24 ErraGg 66laxe ~ ~ ' l0 0.00 CERTIFICATE ACCOUNTS 0041 - 80 MONTH CERT Matunty Date -Mar O5, 2016 T ~ Bela ce a~ zs earan0e Fornerv C, l/ p 3, Q 3 X . u~23 ~ / ~~ a~ al . ~I q 1 l i x1.903.03 ~r,9e3. r7%~ -h 5(Q,73 a (~1,9i9,,> ~_I . -- MEMBERS tat FRDBRAL CREDIT IInRON ; ;~ noeox,o r.a~ara, n- moss rww.rmrahuststaa ~ saaelrw.ra: teon> zetz9ze ezqu: {r»sst~e3r2a(eaolzes~re Tt~: (71» 697.5972 a' (800) 2e9-2928 m4.8912 rr.an,bn: teon) z9~-rte6 6211 1 AV 0.340 12421-6211 IrrrilirrJllrrrririrll,,,rririrlrirrli,ril",rlrlu,l,lrllm) PEGGIE K DICK 4895 SEARS RUN DRIVE MECHANICSBURG PA 17050 Jun ~i, 2011 thru Jul 24, 2011 Account Number: 173606 Balances at a Glance: Checking : 16.50 Savings: 27.57 Cert~aates : 119, 811.27 Loans: 0.00 Money Management: 4,018.65 Swipe 5 YTD Reward : 0.00 Page: 1 of 2 Your curtest Member Loyalty Rewards level is Titanium. ___ - _ - - _ Enter for your chance to win PENN STATE football tickets! See the enclosed insert for more details. CHECKING ACCOUNTS 0011 -CHECKING ,Ad 24 Ea6irg Balarxaa ~ ~'~-f-~ (78.50 SAVINGS ACCOUNTS 0000 -REGULAR SAVINGS Data Trarmadion Deerriotlon Addibna subtrefiwre Behnce ,,4m ~ Bafsvlce Faaard 27.57 .kd c'4 Endrg Balance 27.57 ,~ OOOS -MONEY MANAGEMENT Die Tn3raac~bn DesabOon Addmons Subtractlarss B .kn s5 Bates Fawemr 4,017.48 Jun 30 DeposR Dividend Tiered Rate 1.18 .4,018.85 Anrwa/ Aert~aege Y~6,Id Earned 0.3ti~i horn ~/O1/2011 O~as/~/20!1 p~~'~ ~"0 Q' ~ 4,018.85 rid 2( t~ Be42ace ~ o,~.(~~~ :oL+4fs r ~ /~ oS.''- ~i bil glib/// ~i';o20•~f CERTIFICATE ACCOUNTS ' - " ("E -(p ,, ,: 0041 - 60 MONTH CERT Maturity Date - Mar 01>; ZO16 Jtar 25 6a(enCa Forwe/d N~~ U/•~C~ tr)!vN` r-,~cb.^C. 0~ n'U • 61,872.87 Joint ovm~: PAMELA K FRAZIER R2r,2cOer19- m. 3/-s/i't~, ~,~~~L ~YdrM . Jun 30 Deposit Dividend 2.230'3'0 13. 61,788.01 Mrxaf PYrrc4nII~v Y~yy Earned 2.25G5 droim lG/01/.7011 06/30/21011 iii , o .ar of c-r,~,s 4 t, '7gG•ot k .oz ~ x 3/365 s -rr~;~. 9~3~/ n G~,9v3,~3 e,.7es.o, X •o22+sx 1~i3~'%~-6~-r~t' $~lb~ri L~/ 9Gs, ~`~ fol19D~/,v3-~ 5~,-aa:~ ~O/~GI~C~ L~-1 PEGGIE K OlCK Balances )merest PaitlBrisPeriod' Eemad mis Period Paid Year:To-Date 4 'The interest earned ant the interest paid may Accounf# i68i73O588 interest is credited fo your account. Checks Posted Cireck# Date Paid Amount Reference. 2649 0720` 51800 982812670 2650 07/18 825.00 612747100 2651' 0725 810550 99tD76575 2852 07!19 810.548.23 982744265 9 Check(s) Posted :822,192.09 An asterisk (•) indicates a skip in segrrert8el check numbers. Account Activity fate Deacrip8on 07-18 Yie®inning Helena Check # Data Paid Amount Reference 2653 07728 5200.00 -.. X84850, 2654 0728 5355.12 971799540 2655 08718 8400.00 975555355 2656 08/17 810.832.24 975931870 An (E) indicates chei9c urea converted to an eieckonie item. AddlBons 3ubrracdons Balance 833,449.35 ~r.nl~ PiCzl `dll~'t l ..5i, p0(c-9S ~~ ~ Out • 'UPS -1~~rr57 ~~~3: 53 ~ 5c1,~~~.~a ~ 038741 08-01 - DFAS-CLEVELAND AR ANN PAY 0801 t t - = $1;137:75 828,460.11 08-03 US TREASURY 303 XXSOC SEC 080311 $1,137.00 829,597.11 D SSA i .k.S a.; tSt i-,,;:: iti -. '_ y_.. -''7`. O TO WHOM IT MAY CONCERN: DATE //fAy S,` } G/.? ThfS IS to Certify THAT WE ARE ENGAGED IN THE JEWELRY BUSINESS, Appraising Diamonds, Watches, Jewelry and Precious Stones of all descriptions and have been so engaged in said business for many years. We herewith certify that we have this day carefully examined the following listed and descrit~ed articles. M P/tAl /-"~q Y1~/i C~' cr' J ~i37= 4r %CGG y /S' eJTi-/C ADDRESS y~~~ 3~'APJk'{/Mi~:; //7tYNH.v1f-SXLrKL 7'~1 /'7Q5'0 We estimate the value as listed for Insurance or other purpose at the current value, excluding Federal and other taxes. In making this Appraisal, we do NOT agree to purchase or replace the articles. f. LJYAMRAp It L!/ti'leJ /~ftrA.Ctl7 S'G-u-Ci: N.;e./,1 dXliAt.>"J ty.CT/iAL 3u'~e.iX7h' ~ r:. ,4Rzo.?1 JcJ I6Jd G%J49b~m L'~ ~xNti .fG"T rvs PN r9Nd Cvr/.~o~.f+v G'xT 7C-~Z~. "~ Q7HMi~/l/A~~{Ny~ ,r6~+ F~~~w sC7TZLL' qN<~ •rNS W.yYOX.Vd !~'9~0 ~ J ST IvITH .fMr /^~cEE~l1F7MO.vo YN// LE,fi+~ /~TTE?N /~iNT G«:+~ ARut.vyl rrtE EN/,+Ytcm~nrr tJr9arc~ivA• T/1~ ~u.F'c~,nnr CaeT iJTi+mtnn,~ sn~vTJ'u+zEi 7.6.nay"7.Gn~ R!! Fr'ir. A,/ /3J'4<;a'~ rmnTa 1/B24N/ /'r /.SC7 cq.C9T, T:JcY L.'uCO/' ]S f?tiU CGq~PZTy tS VsL . ToeNrscysNL LNARr+c'ExsJrrc. rs rtfA.~fEKS/ f:vLGr/XYflr.Jfri '7"W NNR+CT.i:/60 Tf/Tk Y4 Brt=vY6,r G 2R(/tE. 7//6 jy!/,OfpltsCt: fh'Hma.~N A.Pr /CGYN'i ,.S'fT. y'w u Bi' 73'/L?;7o.uFj Ate.1"Z~NMLB Luz, TNO ~TIrC rFOXI,Keiry.vs airvJluia'c A.9'%lwr/~nsR'7C'~Y /TMA Fpt /~ r;ri lfMdTCO /mot?Li/7 OI', d~C9 afi L`'Au/. /6 GA?q /1JTAL µ.,:YGHl• Lid CJi. rS %'A.vA t<N,-°1 `7Y .Gl .S: I 7rNc it&9i,/1 LY' TNC''L'x•7AgL.r'T C2a,f!:C•7 Tt S.SYw7. The foregoing Appraisal is made and accepted upon the express understanding that NO Liability or Responsibility is incurred by the Appraiser giving same. All stones have been evziluated and weights and measurements approximated in the mounting. Replacement values. SIGNED ~s-~^' ~ ~ ~`~i ~+7i9 L°~~PT '~ ~.... 1'~.11~~ B How Dfd DisencrivelyDtfferemPineJewelry rou Hear 2017 Unglestown Road about U51 HARRISBURG, PA 17110-9484 {717) 540-9040 HOME PHONE WORK PHONE CELL PHONE MTE j NAME ~~- )... .. L_ .t` ADDRESS ~ •. _ , CITY - - - -- .. _ .. -_ ~ ~ ZIF ... CABH CHEGR ' -VISA ~ M/C ~ AMlEX N OISCOVEP RUTH k ' SPECIAL ORDER P PREVlNEW ~ ~ ~ ADDTO MAILttd(i LIST: - Y!N SIRnlanTE , _.. MONTH! Y ! ANNIVERSARY ! ,~ ~ ~ i r" lwv F REPAIR: SUB TOTAL SALE§ 1'AX ALL RERJNDS OR EXCHANGES MUST BE WITHIN 30 GAYS Of PUACHASE ANq IN ORIGINAL CONDITION. J TOIi AL A Sg ~, ~ All cieimsandTeNmed goods .~.. :,.1~ u'„ ._. z.., MUST be accompanied by this b01. THANK YOU MV-13ST (4-09) Pennsylvania OEPANTNENT Of lI1gN1PONTAiION Bureau of Motor Vehicles 1101 S. Front Street Harrisburg, PA 17104 Affidavit of Gift i' ~, --1~ For Depenmenl UsEs INSTRUCl"IONS ON REVERSE SIDE OF FORM Title Number: ~" ''~ i f`' ~/ ~ ~f I `fL,/ ~ !_ _ VIN Number: _ ~ C ~l L!) S (~ ? t?L' lG= ~' %~-~~f Make of Vehicle: __~~ i ~ 1 .-]~- Model: 1- u.[' f'r ry-c= Year: ~.4•C,/' Transferor No. 1: ~ @ ~r i ~ t ~- +~ ' ~ ~ ~--{~- __ Transferee No. 1:, j~/t M E= I Ct ~. ~l%i ~-+ '£ty rAnNr rd~YYaA.mn Transferor No.2: Transferee No. 2: P,;,q (Abeae P~Nn Is the transferee related to the transferor? Yes [~ No W / Identify all the parties and relationship (for exempts: father/son: mother/daughter, uncle/nephew; fr/endKrierid): ,~~~+[~nlt -fYl Lr)i ! WARNING: FALSIFICATION OF THIS AFFIDAVIT COULD RESULT IN CRIMINAL. PROSECUTION AND THE REVOCATION OF YOUR DRIVING PRIVILEGES FOR A PERIOD OF ONE YEAR The undersigned transferor(s) hereby declare(s) under penalty of perjury that ilwa have received nothing of value, either directly or indirectly, from the transferee(s) or any other individual or entity in consideration of the transfer of the above-described vehicle, including but not limited to money, property, services or the forgiveness or waiver of any debt, obligation or encumbrance and that ail information provided herein is true and correct to the best of mylour information and belief. ii`` r Transferor No. 1: use ~ , 1~~ "~l~ U~ ~4a 7 /l r '>>^2~y' 0'7_107-! (jy?.~~ ~ %? % ~ - r www s¢ppwyoyw nmNnBZeavwY3, b. cwponlbnl Pn IXTT+IIPb m k w 9w. IDN nNre a rraro ` nAw ~! l I, 1a )J (, i., ~ ~' ~', q `,i'T (CIl 1 f.,- l ~LL'rc, 4 G.. ~ . _-.. sneer t c/Y ,~ ~$xnc--~-~IN~Cwhr Transferor No. 2: __ _ _ IrrPUlwnr SiywNwe fw AUrlNMiad r'blsNn /w-Cwpwarlwil PA 01'Ylwio lDk nux: dnxlh` ~ UYh Address: The undersigned transferee(s) hereby declare(s) under penalty of perjury that: lfwe have given nothing of value, either directly or indirectly, to the transferor(s) or any other individual or entity in consideration for the transfer of the above-described vehicle, including but not limited to money, property, service or the forgiveness or waiver of any debt, obtigation or encumbrance and that all information provided herein is true and correct to the best of my/our information and belief. t~ L~ Transferee No. t ~1' i .j',:,__._~~">~u.~:t C-' ;~~( Y~-7f ~`J~l~j.1 ~1'~f /~~/I(r /y~~ r`f//, .,/i/ Isar Ylwau 7 ~ ~-- synNlum Iwnwliwlzed Pe san br rsxwll IN11)U1Ngw ID p w &u. InN nnb d Ilwx ndv Address: ~~L' (.-~ J'-Ci-y`:' (-~jLC.I) ~r ~;`LC.~-~~G.niCShc~~~`1 ~/i /?~„St., Sfnbl~CXy~ slab I(p Transferee No. 2: _ _ ~.___. ~. ra.wwNe SgNewre iw nwlblrsed Nxsw, Iw CwowNliwd Pa OVPoaro In x ~)Yrc a IwN. ... wNP Address: _, .._ Seas( Cry slwn -- /p+Cwb lla a_ I~ ;~ is ~~~ vo eex.o aivnn.mmmesntsto~g wn,srakneoaa: ceao)aav-x~ze ez Cau: p,~ es~-4sri or teoo) zap-as~z mo: m» e9~-ssiz a teao> X3-2928 ma. esiz rewere~rcn: (800)297.7288 Aug 25, 2011 thru Sep 24, 2011 Account Number: 173606 Balank~s at Checking: Savin s a Glance: 9260 1 AV 0.340 19519-9260 ~ g' ' Indll~ullluulJdlu~nld~l~lnllull~ul~l~ulddlud Cert~Cates: PEGGlE K DIC Loans: 0.00 5.00 120,294.18 0.00 C/O PAME ZER cUTRIx Mone Man meet: 0.00 4895 SEARS y ~e MECHANICSBU G PA 17050 Swipe :5 YTD Reward: 0.00 GQ.PU,~- Page: 1 of 2 Your aggregate balance as of September 1st is $124,359.28. 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! CHECKING ACCOUNTS 00'11 -CHECKING Aug Z5 Bemxg Farah 16.50 Sep 02 Withdrewai Transfer 16.50- 0.00 To ESTATE OF PEGGI XXXXX~CXXX Share 0011 Seo 24 Frraig-Be(~,e 0.00 SAVINGS ACCOUNTS 0000 -REGULAR SAVINGS ...~ .»- ,..,Q..,o_,......_... _ _ . _ _ 27.57 _. _.__-- Sep 02 Withdrawal Transfer _ ._ _ _ . _ _ _ _--_ -- -. . To ESTATE OF PEGGI XXX~CXXXXX Share 0000 ~~~- l5'~ ~ ~ - 5.00 0005 - MONEY MANAGEMENT Ar~25 Bad Farsard /gyp/q, 6N• X .env X 3Gs ~ ~ -.~ _ .~.. o19 a 8A Aug 31 Deposit Dividend Tiered Rate 1.19 /'~ . . 4 021 03 Anrxss/ Psvcarrlage Y,eid Gar»ed 0. fiom QB/Of/21Dff guouph QB/31/201f a ~l ~d~ Se OZ Withd T f , . p rawal rens er yDi9 ~J-f -t .7`~d" 1.03- 0 00 . To ESTATE OF PEGGI ~CXXXX~OCX Share. 000.5 . ~~ ~ ~ ~~lB 0.00 CERTIFICATE ACCOUNTS 0041 - 60 MONTH CERT Maturity Date -Mar 05, 2016 eal9r,~ Farard fa /, y03, t? 3 X . u.~23 ~ ~ ~c.s -~--l~at . ~~l ~~;qv3. jai -h 51~, ~~ ~ (blot, 9i9, 1 ~ -I 1~1~1~'1~ ,~s 1at Fl~ERALCAHDiP UNION - aoamc4o ww,.,~arA„oae wvm~mua7etery awn s.aoauo«a: leoo)2as-zsie ezca: P~nseras72orceoa)ass•4sr2 rrm: mn ear-sa,2 ~r aom ~•~ •,a ss+z 6211 3 AV 0.340.. 12421-fi211 1~~~11{„.li{~~„I,I~II~~~~~I,1,1~1~~11„11~~~1,1~~~1~1~11~.~1 PEGGIE K DICK ~ M~EC~HANICSBURG PAV 7050 s Jun 25,. 2011 thru Jul 24, 2011 Account Number: 173606 Balances at a Glance: Checking: 16.50 Savings: 27.57 certificates: 119, 911.27 Loans: 0.00 Money Management: 4,018.65 Swipe 5 YTD Reward : 0.00 Page: 1 of 2 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. CHECKING ACCOUNTS Q011 -CHECKING .Aud 24 Emig Bafanna SAVINGS ACCOUNTS 11000 -REGULAR SAVINGS Hera Tton Deadfollon Addmone S1d1trac0ona Befsnce .~., as awe Fwwrard 27.57 ~ z4 brdig asf~nae ~.~ 0005 -MONEY MANAGEMENT D~ Try Deacrctlon ' AddOons Sudtractona aelertCe .kn 25 Baturte Farx4rd 4,017.48 Jun 3D Deposit Dividend Tiered Rate 1.18 4,018.BEi Airrtk~ f~entgge f~atd Earned 0. ivm Q4/Of/a01> ~q~j~~/.'iD/27f1 / ~'J~ JF/ 21 ~ ~:~'s~~' :~ r ~6[1ibi5 ~~.- `<~i ~~{/b/I% Y.010.~ 4,016.66 CERTIF)CATE ACCOUNTS.. _ - ` ~' ~ 0041 - 60 MONTH CERT Maturity pate -Mar OB; -2016 .6n `^S ~arrne Fana~d Aleelf G~GZ~. 4J W-v` m a.~z,~,;- -p ~ nTi • _ 81.872.97 Joint Owner: PAMELA K FRAZIER ~.,~e~ ~,., .3/~I ~~. ' ~errn Jun 30 Deposit Dividend 2.23056 f13.OK 81,786.01 AraaUd Panaar>fipe Y,sN Earned 2.257b16 bwn as/ova7lf as/aa/a~1r -- eras ~s G~, 7'd/.ot X .o2t~x ~/3b3s '~,~ boa 9~3+/~I G~,9~-~3 61,~as.o1 --~ X ,o2~x i~'/3rd%~,~rFroz; ,djl(e/~, ~~, g~~, ~`~ ~~, qv~. o~ sm,%3 ~i, 4c~3 v3 t s~,7~ = loi,;i5~~~ F-i September 13, 2011 PA Department of Revenue Bureau of Individual Taxes ATTN: Robin Graff Dept. 280601 Harrisburg, PA 17128-0601 RE: Notice Of Decedent Account Status Correction Dear Ms. Graff, A Notice of Decedent Account Status form was submitted on August 23, 2011 for Peggie K. Dick with a date of death of August 16, 2011 and a social security number of 201-18-7350. ,r r i The account listed was 173606-41. It is now believed that this certificate was a rollover from r certificate 173606-40, which was originally established on April 6, 2009 with Pamela K. Frazier as joint owner. Please update your files to reflect this. Please do not hesitate to contact me at 795-5131 should you have any ciuestions. truly yours, ~~ Danielle A. Kline Lending Insurance Support Specialist cc: Pamela K. Frazier PSE(~ Pamela K. Frazier 4695 Sears Run Dr. Mechanicsburg, PA 17050 Re: Peggie Dick, Deceased. - -Acoount~S60b356049-- Dear Ms. Frazier: November 4, 2011 The account was opened on September 13, 1988. The account is held jointly with Pamela Frazier, the account became joint on December 14, 2008. The following are the Date of Death Balances. for Ms. Dick's account with PSEi^U: ccoun Date of Death Balances Interest -August 1" - Au€;ust 16th ~(0~0.1 Yo-lr,C. Saviugs (Sl) $ 5.73 $ 0.00 ~•`~3 ~ a~ Checking (S4) $ 0.08 $ 0.00 ' ~ ~',3 Money Market (S7) $ 3,455.25 $ ~ +~- 3r `F`.~S'• ~4 ~~`1' CD #52 (S52) $ 5,82].46 $ 6.51 / .;, ~ 27• Q~ r ~ CD#53 (S53)$30,275.40 $30.73) ~jp ?0~.1~ ~i(,. CD #54 C #55 (S54) $26,286.77 S55 $ 8 304 57 $15.02 >' 43 / 8 ~, ~p 17g * F ~, D ( ) . , $ . ~ ?r~3. pv 1 ~~ CD #56 (S56) $ 4,845.71 $ 5.89 / y~~ $S .100 F 9 CD#57 (557)$15,635.69 $15.87 /, i~GS/•~h ~'~Ip CD #58 (S58) $26,926.49 $27.33 / ob ~7;'~?-;~2 r-I j CD #59 (S59) $ 6,215.93 $ 6.31 / ~y~ F~l~ _ If you have arty questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, then press 6, extension 3120. `~Sinc~erely, c..l>"" u~L~ Dana Willard Service Advisor PSECU Pennsylvania State Employees Credit Unton 1 Credit Union Place, P.O. Box 67013, Harrisburg; PA 77106.7013 •800.237.7328 • »psecu.com n«~ i website - http~//www psecu.com FINANCE .YOUR NEXT CAR, TRUCK OR MOTORCYCLE NITH PSECU 8 SAVESSS! APPLY ONLINE AT PSECU.COM OR CALL US-SOO.LOAN.555. 00004105 1 AV 0.340 1...II L..III,:::I,LIL:,,JJd:L:U::I1:,,LL:,LI,II,,,i PE66IE K DICK 4695 SEARS RUN DR MECHANICSBUR6 PA 17050-2560 08/01 ID O1 REGULAR SNARES BEGINNING 08/31 ENDING BALANCE aowT ourwEn PAMELA IC FAAZIER 5.73 5.73 DIVIDEND YTD: YEAR TO DATE 0.00 ~ ~ DS/O1 ID 07 MONEY MARKET BEGINNING BALANCE a 3,yS~~" X •NS%x ~~~~ .Gfl ~=a ;45595 08/31 ENDING BALANCE 3456.49 DIVIDEND YTD: YEAR TO DATE 3,'¢~S.~.S-1' .6'!' ~~ 10.27 rS,~u ~ 08/31 ENDING BALANCE 5834.91 60 MONTH CERTIFICATE HILL MATURE ON 08/26/14 ~ DIVIDEND YTD: YEAR TO DATE ~~~/ •f(~ ~I ~ lj1 ~ '`/ 1,04 61 S` ~S~~J. ; ~~~vt~~~~~a~!~+~si~i~¢P°t.:~aa~~'~~~ta~~mr'k,~§'=~e° fie' ° ~y+~.~ as~sx ~.:: !~~~!i+lfi`~~i~I=DD'e~.. ~?~:..~°~~ ~,~`< '~i ~~`,.:~~~:~. ~s ANNUAL PERCENTAGE YIELD EAR~2.50% FROM 08/01/11 TNROUGN 08/31/11 08/31 ENDING BALANCE 30338.91 PD BDX280a00IVIDUAL TAXES pennsy vanlBPENNSINFORMATAIND ENOTICEE TAX;~IACLE N0. 21 11-0910 NARRISBUR6 PA vlze oaol TAXPAYER RESPONSE ii N 11166660 DEPAaInE N'3F kEVENUE DATE 1 0- 1 0- 20 1 1 REV-15631k nfp 1K-11I PAMELA K FRAZIER 4695 SEARS RUN DR MECHANICSBURG PA 17050-25n0 EST. OF PEGGIE K DICK SSN 201-18-7350 DATE OF DEATH OB-16-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FOIRMS T0: REGISTER OF WILLS 1 COURTHOUSE SOU.ARE CARLISLE PA 17D13 TYPE OF ACCOUNT ® SAVIN65 CHECK INE TRUS7 CERTIF. PNC BANK NA providetl tae tlepa rtnent with the infornati on oelow, which was used in calculating the iMeri Lance tax due. Records indicate that at the death of the above~name0 decedent. you were a Joint owner/beneficl8ry of Lois account. If you are the spouse of the deceased and any amount other than zero is reflected bet ow on the Potential Tax Due line, note no tax nisy be due; Dut you must notify the de artment of your valets onshtp to the deceased by checking Box C in PART 1 bet oW and writs ng "spouse" in PART 2. If you believe the infornation is incorrect, please obtain written corretti on from tae Tinancial institution, attach a copy to this fon and return it to the above address. Please call 717-767-6327 with questions. COMPLETE PART YBELOW aE-SEE-REVERSE--SIIIEFOR FILING AND--PAYEYENT INSTRUCTIONS -- Account No. 5005798149 Date 01-06-2009 7e ensu ra proper eratllt to thv account, two Establlshad / copies of this notice oust eeeaeparo Account Balance ~ j 00 f"~'~ 4 592 paYaant to 'Ehe Roaister of Nills. Nake chock , . ~ ' payable to "Roaister of Wills, A9ant^. Portent Taxable }, yD, pU p '~ Amount Subject !o Tax S 2,296 00 NOTEl If tea Daveanta are coda within three . eon the of tlaa decedent's data of death. Tax Rate y. , l rj dotluct a 5 nareant diaeeunt on the tax duo. Potential Tax Dua ~ 344 40 Aro inharltnnes tax Oua will Meoea tlolinauont . nine eonths of for tea date of death. ~- ~rr!til.u~ io,ResPOaHI} iYILL„~ESUtT'IH: AN-DFFICIAL`TAX ASSESSf]iEMT,f A. ~ Tho above inforeet ion and taxduo fs correct. Rae1t oaynent to the Roaister of Wills with two copies of this noties to obtain CHECK a discount er avoid interest, or return thia notfea to too Roaister of Wills and ONE an official assasspent will ba issuatl by the PA Deparbont of Revenue. BLOCK ~ B. ~i above asset has boon or will ba repo rtad and tax oaid with the Pnnnsvlvania Soho ribnee tax return ONLY fxlea by the eatab nnrasantatire. C. ~ The above infpn___~~~___a~~xion is incorr~°~ct.~ and/or tlabts antl deduct ions wen oaid. Coapleb PART ~ and/or PART lJ below. PART Sf indicatlna a tlifferont tax ralatlonshSp to decadent: _ TAX RETURN - CALCULATION LINE 1. Dat• Es taDllshetl 2. AceounY Balenea 5T Pere enC Taxable 4. Aaount Subiact to Tax 5. pabts and Deductions a. Aaount Taxable 7. lax Rata 8. lax Dua sta to OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $ 4 5 a S T X 8 ~` _- EB S AND DEDUCTIONS CLAIMED GATE PAID PAYEE DESCRIPTION AMOUNT porn Untlar penalties oP pa riu ry, I deals re that the facts I reported above e~r/a true, eo~r7aet 'an`d~~ co~jlate to the best oP mY knowla0pe and belief. HOME C -/~) v///~(i7'~ !7 ~ ti INFORMATION NOTICE'. euREAU of 1NO1v1ouAt Taxes ~ FILE NO. 21 11-0910 PO eox 28a6a1 pennSylvania AND ACN 11166659 NARRISauRS PA 11128-8 6 01 OEeARMEMTOFeEVENUE TAXPAYER RESPONSE DATE 10-10-2011 vev-esu a ux us-en PAMELA K FRAZIER 4695 SEARS RUN DR MECHANICSBURG PA 17050-2560 PNC 6ANK NA provided the tlepartaent Records indicate Lhat at the death of the above-naeed decedent, you deceased and any aawunt other than zero is reflected below notify the departalent of your relati onshtp to the deceased If yyou beH eve the information is incorrect, please obtain written it tD the abdve address. Please call 717-787-8327 with Questions. EST. OF PEGGIE K DICK SSN 201-18-7350 DATE OF DEATH 08-16-2011 COUNTY CUMBERLAND REMIT PAVMEN7 AND FORNS TO: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST © CERTIF. with the information Del ow. which wee used in calculating the inheritance tax tlue. were a ioint orner/beneficiary of [tits account. If you are the spouse of the on the Potential Tex Due 71 na, note no tax way be due, but you Host by checking Box L 1n PART I below and wri tlnB "spouse" in PART 2. rorrectton iron the financial instt tuition, attach a coDY to this form and return COWPLETE PART-1 BELOW a-SEE REVERSESIDE FOR--FIL2N6 AND-PAYWENT INSTRUCTIONS Account No. 31100346042 Data 11-27-2009 To ensure proper credit to the account. rio Established _ copies of this notieo swat aceospam Account Balance $ J' // 00 ( '~1 ~ 31 x355 awsent to the Ropistar of Wills. Xake cheek " . egablo to Rapizter of wills, Aaent^. Pe reent Taxable X .000 Amount Subject to Tax $ 15x677 50 NOTE. If tax pavonts are naea within three . sonths eE tho decedent's date of death, Tax Rata ~( , lrj deduct a 5 percent discount an the tax duo. Potential Tax Dua $ 2 351 63 Aro inhnritanca tax aw will becose delineuent x . nine sen'MS attar tho date of death. A. ~ The abera infarostion end tax dos is correct. Resit pavsent to tho Raviater of Nills with two copies of this notieo Lo obtsin r CHECK '1 a discount or avoid interest, or return this notice to the Rspister of Nills antl I ONE I ' a^ official assesawnt w311 be issued by the PA IleDartaent of Rewnw. L BLOCK J B. ~ TM abere asset Has bean or will ba raportad end tae paitl with the Pennsvlvenia inM ritencs taw return ONLY filotl by the estate raDroseetatiw. C. ~ The above info a Son 3a ineorrec and/or tlebts and deductions Cosplete PART e2 3~ d/ P wire paitl. an or ART below. PART If indieatina a different tax rata, please state - ~ DFFFLi L~USE ONbY ~ ~ O relationship to daeetlen t: AAF ` ~. f'A IlEP~1~t~YlENT ~~ ~RE1fENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS pAil~~--. "_~ ~ " "" LINE 1. Date Established 1 ,. 1'..._ 2. Account Balance Z $ ~.. - 3. Pa rcent Taxabl® .5 ~_ 3.._.-_. _.._...~,. .+-_ ..,,,.a_.> ;. 4. Amount Subject to Tax 4 $ 4'- - 5. Debts antl Dadu<tions 5 - 5; 6. Amount Taxabl• 6 $ 6:. 7. Tax Rata 7 X ~;,~ '*"~~ 8. Tax Dua B $ ~ $ ^. -i PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE P AID PAYEE DESCRIPTION AMOUNT PAID Under penalties of pa rl ury, I declare that the facts I raportad above ,a~yre true, correct and comp et• toppthe~b/ast of~•my knowletlaa and Deli ef. HOME C // ~ ) ~r ... /. _ Bx7T. K `I! .tie // ..... w,. .s..-s . '..r l n /. ~ r-L~/f .T/~ PNC Bank Far tUM period 87/7H/2871 N OBN9/Z071 00q&t2 PE88IE K DICK PAMELA K FRAZIER C/D PAMELA K FRAZIER 4695 SEARS RUN DR MECHANICSBURB PA 17050-2560 ~PNCBANK Primary aecOUM numl»r. 50-0579-8149 Page 1 of 3 NumMsr of encbsures: 0 ® for 24-hour 6ankinq, and transat:don or 8 irntereat rate fnfomtation, sign on to PNC BankOnBne Banking at pnc.com. a Fc~r customer service call t-888-PNC-BANK M'~ndaY - Friday: 7 AM -10 PM ET Saturday & Sunday: 8 AM - 5 PM E'f Pero servk~oen espa17o1, t-866•HOLA-PNC Msuisit Please contact us at i-888-PNC-BANK ® VJlite to: Customer Servke .. PO Box 6D9.. _. Pikaburgh PA 75230-9738 Vick us at pnc.com ® TDID terminal: t-800537-7648 For 6wring impeked climb only RahQeBit~Yp Oravi~w Bawk opo.fe AaootaMs DsaerlRlon Axouid NumEar Depose Bdan~e Premium Money Market 50-0579-8149 4,59$.21 Free Checking 50-0579.9272 100.00 :erU6cate(s) l~f Deposit Total of I 31,337.73 Total Depoaite 36,029.94 P86MIIwq MOMy M81~6~ AOOOI~t SIwMMB~ Peggia K Dick >,ooouM number. 50-0579-8149 Pamela K Frezfer Tow aocouM k currently Opted-Out of Overdraft Coverage. o bam more, vkh us online st pnc.com/overdrotbwlwiom ltaglndng Depoalla aM CMCks and otMr EMing balaxe dMraddatons datludbna Mhna 4,591.8,5 96 .00 4,592.2] Average moday CMryas balance and has 4,591.86 .00 ntNpt s1a11tlYify Ae of 08AM, a total of :3.88 in Interest was Annual Parcardpe tWmbx d tlaya Avaraya collided Inhrsat Paid Paid thktyear. - Yleld Earrred (APYE) in idanst panod Mlanp ror APYE this period 0.10% 28 4,591.86 .36 ~tiWh ate hpe~ib and OUs~e Adsilisns - There was 7 Deposk w Outer Addhion afe Amount Dasodptbn tocafinq = 8/09 .36 Interest Payment ~ J lacy BWantae ~ami / , /], sl G-^!a'~, sta lsalarn:a Date Baling I/ 67'E'G~ ~ ~'~ `/ 7 ~ • ~V T f (e~R f f~ f 7/19 4,591.85 08/09 4,59221 I ~~'~ ` ~ ~ 9a_ a r ~ . onl ~ ~/~~~~ ~ ~, ~D awl 8~/(~~~~I ~ ~~~.~/. u~;} ¢.o i~i~' a~i , ~_ _ ?; rl f~~lE r ~~r=m~t ~IiICBAllnC 'di.] ~' n l: Primary account number. 50.0579.8149 Page 1 of 3 =~stt ; ~du, ~ ip eric r l I'Irtl; f'~ 81207 N toy D'817:'l.l,g7 ~@'a Number of enclosures: 0 n10 ' (i For 24hour banking, and transarxion or ~ i ' - imerest rate information, sign on to r I!.1:' I ER ~ ' AI I i I. ! I K PNC 6ankOnlirte banking at pnc.com. ,/I I'!'r14ELlr 'e. FRA~ZI£:R '$For customerservice cell t-886-PNC-BANK ?5!' i::I°AI4: (IUN IIR Monday-Friday:7AM-tOPMET Saturday&Sunday:BAM-SPMET il~:(f'Fi~!:'.C'SE "'I'] PiS 1pG50-2til Para servicio en espar5ol, 1-866-HOLA-PNC Nloringl3 Please contaiX us at 1-888-PNC-BANK ® Write to:Cus[omerServias -. - PO Box 609 - - .- ._ - PRtsburgh PA 75230.9738 Visit us at pnc.com 7DD terminal: l-800-531-7648 For hearing ®paaal climb only el Ie~melerle~~O~~i11 /e~gie~ 1e01rll~b IrNe~1~IRbeR'I rap::eaa~O lC'~el:'I- ~ F ailaftion~thi'a tllmcilr~ iE^~ur:r ,.~k 111sps+sB ` .."I : rcrnnlt! ! 7 ~,: nflkrr Pccourn laurnbnr [)aposk C7danp !rnimn Money M.si krt 50-0579~S.199 ~~ /~ .. 4,59$.68 ?. sv.Che::king~, 50-05 ]S-9:;7Y ~'~~7 100.00 ~ ' rtificate(s)OfI)ep Tait i'otalyd'1 1 ~' 91,912.79 f rai~Dalrosit: 36,105.42 a uireeer~i~au .e..r.~ eenruneeae~n ,nueer~eeeee~iemn~:xrae:r:ma^eee~ ameare.. p I1Yipllili~O1 ~~f,ll7~El~~ ~~ fIIC~'~~MIiB~.~d i,''a;14)RIOt (9i~p11C^Ilt3l"t"~ ~~ggi~KD'IClt b : aum n amber. S D-~ 1! 751i'J 69 Pamela K Frazier rr ,ramo.~nt is c~lrero y Dpled• 7u¢ol Ovs rr r.,iC Coverage. 't It~am noore,'~%ISnun rtrine at ~, rc.i>:~mkr'~a dr.~f[sahrtiorn: l~=taaHmta Surmle~<I ~r Eie!linn i) Irpnsit:aM G»Ck-axed curer Ending t. alai a ii-u-'addi[F>ns !fd:r. ti:.ns balance 4,592. ~ I 42 iU 4,592.G3 A4erarm recrnly Cheryes Iwr n+co 9ntl tees .I,,!'~9'i-31 .00 e ?lre~et^ $iulMle,tu S~ As of 09/12, a totalof fSAi in interest was ivriu ll'ertantae~. lnd:mor dirys Averags Boll+a.~ea imr+mst Paid pafdthi3 year. YinklEUrerl pPl it In lr ue:a period balana:~to-F,f'fei th's penod ~. _..~ _J____r.~ k {taints a4tid ~H`nee illdr litiiirntls - _ There was 7 Deposit or OtMrAddlNon al A,r and [k:.n iplin=r LObaling $.41Z. 9, '..? .92 ]ni ~: ra:rt Payin rt wYr.~ Y a ~' m o C N C r ~ m C Q N ~ r r ^~.. i m C oa mC D c C C n aQ LL N C ~~ -a'~~ ~.. "~-~w„~i. •~. ~ Q i i i i i i i 2 ~~ I ~ ~ w y M M M M M M M M M M M M ~a.. o o o o o 0 ' w :c 0 0 0 0 0 0 ~LL a+ ' ~+ ~+ 0 0 0 O 0 0 g O m ~ o ~ ~ ~ o N o o o 2 ~ a i M ~' M M a f il CD 0 OD m C ) OD W W > ri ri ai ri of ai o e~ o off' e o M M M M M M a r~ ~ n n n n ~ N O ~ ~ ~ 10 o m ~ ~ ~ m ao aMO n tai i: ~i n chi n: ~i n ~i vi o o o m go o m o m o m i„ ~ ~ ~ ~ m m ~ i+ C ~ i c i M M i 0 0 0 0 0 0 0 0 0 0 0 0 . O g o o ~ o E a ui .= .- ~ ~ .= ~iS M 0 M 0 M 0 M 0 M 0 M 0 ~ ~ ~ ~ a ~ ~ ~ 0 0 0 0 0 0 a E O O ~ N M a N O O > ~ ~ ~ ~ ~ E O O O O O O O O S O O c o o o o o 0 m ~ ~ D i~ ~ m - - - _ - - z ~ N M Q ~ f p iii m 0 ~ 9 m O m cm ~~ ~ o `-°WCm mCm m m~m ~ Lh =~ bad ~.~ mC O ~ z$~~ mmcm L~~`o pc ~c ~~ L ~ ~ y ~~~~~ =Za-~p~ 2 ~ Cwi .~. ~~~~,`o ~~~~~ ~~~m~ xv c,o o m m m~~~c a ° ~W~W. _w W~~ v~~vc ~Z._ W~ ~ W W ~ m W ~ n ~ ~ a $~ mti ~wama Z~'= ~i~mx wwtq mmW C7a `oo m~c~~ m ~$~Sa ~'~ ~ ~ c Cw~~ .~.~ U ~~~~~ i~OW~ Ta . ° 0 ~ ~ a ~~~~ m~pW .~V C C C~ ~.Sa ~aR ~ r d a a .S Y a Y a N fD 3 m y t N lL W d `m 0 N N w LL W m c E 0 s a a N C d v m m C d U O O U a5~t iII and ~e~tament ~ T . ~, =;~m ;~~ ~~ ~~ OF _ _'. ;o „o ~~ PEGGIE % DICK _~ ~ L? n ~, ~.. I, PEGGIE K. DICK, of Bethany ~Ilage, Mechanicsburg ('Lower Allen Township), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last :^!ilf and Testament, hereby revoking all other Wills heretofore made by me. ' ARTICLE 1 I direct the payment of my legal debts, the expenses of my last illness and disposition of my remains and any inheritance, estate or other taxes that may be assessed in consequence of my death from my estate as soon after my death as conveniently may be done. All of the foregoing shall be considered expenses of the administration of my estate. ARTICLE 11 1 direct that my Executrix distribute my tangible personal property as follows: A. My ring comprised of a one carat diamond in the middle wfth a half carat diamond on each side surrounded by diamond chips and worn on my hgnt nand to my husband's niece, KAREN LESARGE. ~` ;,,,Yd ~~ ~~w, -~; ~ ~ GGb B. My two carat solftaire ring with diamond chips in the band surrounding the diamond worn on my left hand to my friend, PAMELA K. FRAZIEk. C. The ring consisting of two diamonds of one carat each to my niece £''="-`" ""' ---r ~'te~"'g - ~- ~~-,....A~ ~- t~.n„,_ ~~ .mil- ._.~~E~ ~ ,~Ce~'? Q. e4 ~, _• `,_: ~' _ _ ~_ -. =c ..~ D. The remainder of my personal property to my friend PAMELA K. FRAZIER. ARTICLE III I devise and bequeath all of the rest, residue and remainder of my estate as follows: A. 75% then~f to my friend PAMELA K. FRAZIER. B. 25% thereof to my godson BRIAN J. SMITH. ARTICLE N I appoint my friend, PAMELA K. FRAZIER, Executrix of this my last Will. ARTICLE Y I direct that my Executrix, or her successors, shall not be required to give bond for the faithful performance of her duties in any jurisdiction in which she may be called upon to act, insofar as I am able by law to do so. IN WITNESS WHEREOF, I hereunto set my hand and seal this ~~~ day of November, 2005. t .rt r~ n ` 1C ~ ,}~~..~ (SEAL? ~Peggie K. Di Signed, sealed, published and declared by the above-named Testatrix as and for her Last Wilt and Testament in the presence of us, who at her request, in her presence and in the presence of each other have hereunto subscribed our names as wdnesses. bin vm eJ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND 1, PEGGIE K. DICK, Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that 1 signed and executed the instrument as my Last Will and Testament; that 1 signed k willingly; and that I signed it as my free and voluntary act for the purooses therein expressed. ~.~ ~~_ eggie K. D Swom or affirmed to and acknowledged before me, by ,the Testatrix, this ~ ~ day of November, 2005. JY~' Notary Public- {` _, ., _ 'J ~ VMM/1 t Ee1~ 8o%Z~ NoOry P°bMe '^Y ~oI1N111glpA ~p ~NOK ], :, AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: We, ~' , ~.rti~ :,~.~;,~1 ~ ~s ~" ~ _i : and ~~r~~s ~~~ t' . 11~~rv~rvrl~ the witnesses whose names are signed !o the foregoing instrument, being duly qualfied according to law, do depose and say that we were present and saw the Testatrix sign and execute the foregoing instrument as Last.Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sigh of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at least 18 years of age, of sound mind and under no constraint or undue influence. Swom to or affirmed to and subscribed to before me by (^ ~ ~?~ i~~.)..)accG.~t~u~ ~ ~c and _ ~ ~~h; ~, l . t~~~'v~tyw ,witnesses, this 15 ~ day ofTVovember, 2005. L~,,, C,_..,.~S7s _r ~ ~ ,, Notary PubN~: t , :zs~so~ v L~eayM ~7'~dMtPuUYe NN E~pkM pow 7.