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Home My WebLink About0816-121505611185 REV-1500 Ex (02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue County Code Vear File Number Bureau of IndlNdual Taxes INHERITANCE TAX RETURN 21 12 0435 Poeox2aosol Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDVVYV Date Of Birth MMDDVVVI' Decedent's Last Name Suffix Decedent's First Name M I CARLS RUTH M (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 WRH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Retum (Date of Death Prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-B2) ® 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Wili) (Attach Copy of Trust.) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (Date of Death ^ 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-96) (Attach Schedule 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION St7Ly1LD BE OIREOTID TO: Name Daytime Telephone ~ ~ rv -' ~ SCOTT ALAN MITCHELL 7 3m ESQ• 71'7-581-3•LI~',- `_ r *t (-J ~~:~~ , , First Line of Address 570 LAUSCH LANE Second line of Address SUITE 200 City or Post Office LANCASTER Stale ZIP Code PA 176~J1 _ ~ -,~ , - REGISTER OF IlC.11~6 0NLY•~ n,~ -`, ~, ~ -n }1 G~ -.~ :::~:~_: n . rV f1`i F ,-y - ~7 n K1 "rl ~ corraapondenrs.-mauaddress: SMITCHELLaMWN•COM Under penalties of perjury, I declare that I have examined Nis return, inclutling accompanying schedules and statements, entl to the best of my knowledge and belief, it is true, correct entl complete. Declaretlon of Dreparer other Than the Dersonal representallve Is basetl an ell information of which preperer has any knowledge. ~- O" 801 KECKLER ROAD, HARRISBURG, PA 17111 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ~- DATE MCNEES WALLACE 8 NURICK LLC, BY' F~I4~f.L ADDRESS 570 LAUSCH LANE, SUITE 200, LANCASTER, PA 17601 PLEASE USE ORIGINAL F RM ONLY Slde 1 L 1505611185 OM464i3.000 1505611185 1505611285 REV-1500 EX (FI) Decedent's Social Security Number Decederirs Nam ~ CARLS RUTH M RECAPRULATION 1. Real Estate (Schedule A) .... ............ ........ .... 1. Q • ^ Q 2. Stocks and Bonds (Schedule B) ... ........ ....... ..... .. 2 198 , 800.23 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C), g, Q . Q Q 4. Mortgages and Notes Receivable (Schedule D) , , q, Q . Q Q 5. Cash, Bank Deposits entl Miscellaneous Personal Property (Schedule E) 5. 4 Q 9.98 6. Jointly Owned Property (Schedule F) ~ separate Billing Requested 5. 3 3 , 638 • 4 5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested .... 7. 724,974.23 8. Total Gross Assets (total Lines 1 through 7) ............. .... g, 9 57 , 822 • 89 9. Funeral Expenses entl Adminisbative Costs (Schedule H) .... ..... .. .. 9. 7 , 4 9 4 • 29 10. Debts of Decedent, Mortgage LiaNlkies, and Liens (Schedule I) , t 0, 2 , 0 56.31 11. Total Deduetbns (total Lines 9 and 10), , , 11. 9 , § 50 , 6 Q 12. Nat Value of Estate (Line 6 minus Line 11) , 12, 9 4 $ , 272.29 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not bean made (Schedule J), , 13. Q • Q Q 14. Net Value Subject to Taz (Line 12 minus Line 13) , 14. 948 , 272 • 29 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 laxade at the spousal taz rate, or transfers und~eer Sec. 9116 (a)(1.2)X.OI~ Q•QQ 15. Q•QQ 18. Amount of Line 14 tg~mble at lineal rate X.04-S 948,272.29 16. 42,672.25 17. Amount of Line 14 taxable at sibling rate X.12 Q. QQ 17. Q•QQ 18. Amount of Line 14 taxable at collateral rele X.15 Q. QQ 78. Q. QQ 1s. TAxDUE ................................... 1g. 42,672.25 D 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611285 1505611285 J OM6649 3.000 REV-1500 EX (FI) Page 3 File Number Decedent's Tax Payments and Credits: t. Tax Due (Page 2, Line 19) (1) _ 42,672.25 2. Credits/Payments A. Prbr Payments 3 9 , 9 71.2 5 s. Discount 2 , 103.69 Tmalcredl~(A+s) (z) _ 42,074.94 3. Interest (3I_ ~.~0 4. If Line 2 is greater than Line 1 + Line 3, enter the tllfference. This is the OVERPAYMENT. FIII in box on Page 2, Lin• 20 to request a refund. (4) _ ~ • ~ 0 5. If Llne 1 + Line 3 is greater than Line 2, enter the difference. This is the TAx DUE. (5) _ S 97 • 31 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use ar income of the property transferred . ......................: b. retain the right to designate who shall use the properly transferred or 95 Income ... ...... c. retain a reversionary Interest ................. ........... ..... . d. receive the Dromise for life of either payments, benefits or care? .................. Yes ^^ ^ ^ IN~~~oII 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate conskleretlon9 ................. ............. 3. Did decedent own an "In trust for' or payable-upon-death bank account or security at his or her death9 . ^ ® ~~~~vvvv IIII u 4. Did decedent own en Individual retirement account, annuity, ar other non-probate property, which contains a beneficiary designatbn7 .......... ....................... ® ^ M THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FLE n AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jen. i, 1995, the tax rate imposed on the net value of transfere to or for the use of the surviving spouse b 3 percent [72 P.S. §9118 (a) (1.1) (i)]. Fa dates of death on or after Jan. 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse b 0 percent [72 P.S.§9116 (a) (1.1) (II)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements (or discbsure of assets end filing a tax return are still applicable even if the surviving spouse k the only beneficiary. Far dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at tleath to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate Imposetl on the net value of transfers to or for the use of the decedent's lineal benefbiades Is 4.5 perranL except as noted in [72 P.S. §9116(x)(1 )]. • The tax rate imposed on the net value of transfers to or for the use of the tlecetlent's siblings is 12 percent [72' P.S. §9116(a)(1.3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. OMI671 3.000 REV-1 W] FJt+ (6eB) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN R64DBd'f DECEDENT SCHEDULE B STOCKS & BONDS FILE. NUMBER Ruth M Carla 21 12 0435 All property jointlyowned with rlsht of wrvhrorship must Ire dlselasad on ScheduN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 117 Shares Prudential Financial Inc. 7,354.04 2 1,082.357 Sharea Prudential High Y1eld A Fund 5,920.49 3 17,366.821 Sharea Federated Fund II.S. Government Securities A 135,982.21 held in account no. XXXXXXXX4670 4 6,327.393 Sharea Federated Fund II.S. Government Securities A 49,543.49 held in account ao. XXXXXXXX4671 TOTAL (Also enter on line 2, Recepitulallon) $ 198, 800.23 ]waese +.ooo (If more space is needed, Insert adtlitlonal sheets of the same size) REV-15De EX+ry1-10) Pennsylvania SCHEDULE E pEPMi1.81fOF REVENUE CASH, BANK DEPOSITS, & MISC. "~,,,~~M """ PERSONAL PROPERTY E5fATE OF ow~eno z.coo I(more space is needed, uae atlddional sheets o(Deper otMe same 9lze. REV-1509 IXe (07-10) Pennsylvania SCHEDULE F OEPIATNENT OF PEYIIIUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Ruth M. Carle 21 12 0435 X an asset became Jolnlyowned wtthln are year of tM decadanPe dab o(daath, tt must ba reported on Schedule G SUNNNG JDNf T@NNf(S) NAN$S) ADdifES f~ATgN51p TO DH.~BdT A Carla, Ann Marie 801 Reckler Road, Harrisburg, PA 17111-3168 Daughter-in-law 8 Carla, Barry Paul 801 Reckler Road, Harrisburg, PA 17111-3168 Son JOINTLY OWNED PROPERTY: rteA NLaeETi IETrEa Pon ~axr rawer UGTE MADE ,IDPtf ~T NuNw wr~s Pawxcw xamurv~~xo wrw accwar NNBEam ewua oexrraoNUeEa.,rtaw DEED Pr,axnr xEio aeu Ear~re. M7E ~OEHTR VALlE OF ASSET r, oR DCC®BII'S NT9iIXT 647E OF DEATR VALt1E OF O~B1I'S NfB~T 1 BA 12/16/20 OMid Penn Bank Money Market Account #6021612 91,854.26 33..3300 30,618.09 Interest accrued to 4/4/2012 50.03 33..3333 16.68 2 A 11/9/2010 Mid Pena Bank Checking Account No. 13000724 6,007.20 50.0000 3,003.60 Interest accrued to 4/4/2012 0.15 50..0000 0.08 TOTAL (Also enter on Line 6,Recapitulation) S 33,636.45 9WOBAE 3.00(1 tt mole space s needed, use additional sheets of Daper of the same size. REV-1570 EX t (08-09) Pennsylvania DEPARTMEM6 REVENUE INNERRANCE TAX RETURN REBIOEM DECEOEM SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY Ruth M. Carla 21 12 0435 This schedule must be completetl and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 a yes. ITEM NUMBE DESCPoPfION OF PROPERTY rtuna>reawearnemvvcrsr~a.>~aaawnorelrrro oaceoanuo ~a~nvormwsecrn~ncowor~oem roe arx rsnre DATE OF DEATH VALUE OF ASSET %OF DECDS NTEREST EXCLUSION PPPLMABLEI TAXABLE VALUE ~~ 9Peetera-Southern Life Assurance Company Contract No. SP0021502255 70,055.44 100.0000 0.00 70,055.44 Beneficiary: Barry P. Carle, Son 2 Rovack Securities Account No. 7R3-046806 356,985.06 100.0000 0.00 356,985.06 TOD with Barry P. Carle, Son 3 Oppeaheimer Funds Account No. 00741 7410154385 45,805.73 100.0000 0.00 45,805.73 held TOD with Barry P. Carts, Son 4 Harry and Ann Marie Carle, real estate known ae 801 Reckler Road, Narriaburg, PA transferred with in a year of death 258,128.00 100.0000 6,000.00 252,128.00 Aeeeseed Value 189,800.00 CLR 1.36 TOTAL (Also enter on line 7, Recapitulation) $ ,,,,, ,,,,, ,,,, If mare apace is needed, use aadltionel sheets of paper of the same size. 9WOBAF ].1100 REV-1511 EX. 11009) Pennsylvania GBMTI.OITOF REVENUE NHHETANCE TAX RETURN ESTATE OF e..a>, v SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Decedent's debts must be relwrted on ScheduN I. tTEM NUMBER DESCRIPTION AMOUNT A. FUNERAL. EXPENSES: t None B. 1 ADMINISTRATNE COSTS: Personal Representative Commissions: Name(s) of PersanN Representatlve(s) Street Address CIN State LP Year(s) Commisslan Paitl: 2. Attorney Fees: 6,800.00 3. Family Exemption: (If decedent's edtlress Is not the same as claimants, attach m~lanatlon.) Claimant S[reet Address City State ZIP Relatlonship of Claimant to Decetlenl 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 McNees Nallace & Nurick LLC Coate: legal advertisement $225.00 Postage Hxpenee 3.58 Photocopy Sxpenee 20.60 249.18 Total from continuation schedules 445.11 TOTAL (Also enter on Line 9, Recapitulation) $ 7 , 494.29 9W IBAG 3.000 It more space is neetletl, use additional sheets of paper of the same size. 8atate of: Ruth M. Carle 21 12 0435 9chadule H Part 7 (Page 2) 2 NeNeea Nallace & Nurick LLC Coate: coat of Oath $ 20.00 Probate Fe99 378.50 Fedfix Charges 7.71 Postage Expense .90 Photocopy Expense 8.00 415.11 3 Cumberland County Register of Nilla coat of file Inventory and PA Inheritance Tax Return 30.00 Total (Carry forward to main schedule) 445.11 REV-0512 EXa (12~B) SCHEDULE Pennsylvania [EVanneiroF aEVEauE DEBTS OF DECEDENT, NHEftlTPNCE TAx RETURN MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUhRER Ruth M. Carle 21 12 0435 Report debts Incurretl by the deceden! prior to death that remained unpeld at tha tlete of death, Mcludin3 unroimbursed metlkal expanaea. ewasnN z aoo If more space Is neede4 Insert eddtional sheets of the same size. REV-1513 EX+(01-70) SCHEDULE J Pennsylvania OEPORrhBlrOF REVENUE BENEFICIARIES INtffRTTANCE TAX RETURN FILE NUMBER: Ruth M. Carle 2 0435 RELATIONSHIP TO DECEDENT PMOUNT OR SHARE NlM18ER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llat 7ruatee(s) OF EBTATE I TAXABLE DISTRIBUTIONS(Indude auhight aPeuaal tlisidbutlals and 5anaferm untler Sec. 8116 (a) (1.2).j t. Barry Paul Carle 801 Reckler Road Harrisburg, PA 17111-3168 Mid Pena Bank Mosey Market Accovnt #6021612 Inventory Value: 15,309.04 Accrued: 16.68 Rovack Securities Account No. 783- 046806 Inventory Value: 356,985.06 Oppeaheimer Funds Account No. 00741 7410154385 Inventory Value: 45,805.73 Barry and Ann Marie Carle, real estate known ae 801 Reckler Road, Harrisburg, PA transferred with in a ENIFR DOLLAR AMOUNTS FOR DISTF218Ui1ON5 SHOWN ABOVE ON LINES 75 THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. II NON-TAXABLE DISTRIBUTIONS 0. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: 1. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 7. TO7AL OF PAR711-ENTER TOTAL NON-TN418LE DISTRIBUTIONS ON LINE 130E REV-1500 COVER SHEET. S 0.00 awaeAi z o0o If more space is needed, use addltionel sheets d paper d the same size. Hecate of: Ruth M. Carle Schedule J Part 1 (Page 2) Item No. Description 1 year of death Inventory Value: 126,064.00 All of Residue: 259,698.38 2 Ann Marie Carle 801 Reckler Road Harrisburg, PA 17111-3168 Mid Penn Bank Money Market Account #6021612 Inventory Value: 15,309.04 Accrued: 16.68 M1d Penn Sank Checking Account No. 13000724 Inventory Value: 3,003.60 Accrued: 0.08 Barry and Ann Marie Carle, real estate known ae 801 Reckler Road, Harrisburg, PA transferred with in a year of death Inventory Value: 126,064.00 Son Relation Dnughter-in-law 21 12 0435 Amount 803,878.89 144,393.40 LAST WILL AND TESTAMENT OF RUTH M. CARLS _ - - o -- , a37 m n T, ~ ~':-'~U i.. ~ N ~ ~ r-- ~ ~cn~ ., ~ C "n .'~ _. PT. , ~ w V ~ c ~~ Q -T 1 I, RUTR M. CARLS, of 801 Keckler Road, Swatara Township, Harrisburg, Dauphin County, Pennsylvania, do hereby make this my Last Will and Testament, revoking any former. Wills and Codicils made by me. FIRST: I give my tangible personal property, together with any casualty insurance coverage that I may be carrying on said tangible personal property, to my husband, Paul S. Carls, or if he does not survive me, to my son, Barry Paul Car].s, or if he does not survive me, to my daughter-in-law, Ann Marie Carls. I have complete confidence that my husband, my son or my daughter- in-law will carry out any written instructions that I may leave with regard to said tangible personal property. SECOND: I give, devise and bequeath all the rest and remainder of my estate, real, personal and mixed; to my husband, Paul S. Carls. in the event that my husband, Paul S. Carls, fails to survive me, I give, devise and bequeath all the rest and remain- der of my estate, real, personal and mixed, to my issue, per stripes. In the event that neither husband nor issue survive me, I give, devise and bequeath the rest and remainder of my estate,. real, personal and mixed, as follows: L -'1- (a) Fifty percent (50$) to my daughter-in- law, Ann Marie Carls; (b) Twenty-five percent (25b) to my hus- band's heirs-at-law; (c) Twelve and one-half percent (12~~) to my brother, Gerald Jenkins, or his issue; and (d) Twelve and one-half percent (12~~) to the issue of my late sister, Verna R. Trinkley. THIRD: If any individual beneficiary who would otherwise receive an interest in my probate estate through Item SECOND is under thirty (30) years of age,. I direct that his (the masculine to include the feminine) interest be held in trust by my Trustee, hereinafter named, until such beneficiary reaches thirty (30) years of age. My Trustee shall apply such amounts of income and principal as it, in its sole discretion, deems proper for the support, education and welfare of such beneficiary, and may accumulate any unexpended balance of income to the extent permitted by law. Without the intervention of a guardian, such amounts may be applied directly or may be paid to the beneficiary or to the person with whom such beneficiary resides or to the person who has the care and control of such beneficiary. My Trustee shall not be obliged to supervise or inquire into the application of such amounts by such person, and the receipt of such person shall be a complete release of my Trustee. Should the share of a Re -2- beneficiary, in the sole opinion of my Trustee, be or become too small to warrant continuing such fund in trust, or should its administration be or become impractical for any other reason, my Trustee, in its sole discretion, may pay such share, absolutely, without the intervention of a guardian, to the beneficiary, to the person with whom such beneficiary resides, to the person who has the care and control of such..beneficiary, or may deposit such share in the beneficiary's name in a savings account in a savings. institution of its choosing, payable. to the beneficiary at majority, which I define as twenty-one (21) years. Should a beneficiary die prior to reaching the age of thirty (30) years leaving issue, his interest shall be a1:Located among said issue by my Trustee and held in trust for saki issue, subject to the same trust provisions of this Will, but subject to the additional qualification that final distribution be .made to each said issue upon his reaching the age of twenty-one (21) years, or to his estate in the event of his death. Should a beneficiary die after reaching the age of twenty- one (21) years, but prior to reaching the age of thirty (30) years, leaving no issue, his interest shall be distributed as he may specifically direct in a valid Last Will and Testament. Unless such specific direction is made, the interest of a benefi- ciary who dies at any age prior to reaching the age of thirty (30) years leaving no issue shall be divided among his brothers and sisters and the issue of deceased brothers and sisters, per ~ C -3- stirpes, or, if none exists, among my issue, per stirpes, or, if none exists, among the persons and in the proportions set forth in the final paragraph of Item SECOND, .provided that, any portion of such interest payable. to a person who is the beneficiary of a subsisting trust under this Will shall be added to said trust; and be paid over to said beneficiary in accordance with the provisions of said trust. FOUR H: I name my husband, Paul S. Carls, as my Executor, herein referred to as my Executor, regardless of number or gender. If he is unable or unwilling to serve, I name my son, Barry Paul Carls, as my Executor.' If he is unable or unwilling to serve, I name my daughter-in-law, Ann Marie Carls, as my Executrix. If she is unable or unwilling to serve, I name Fulton Sank, 200 North Third Street, Harrisburg, Dauphin County, Penn- sylvania, as my Executor. I direct that my Executor serve without bond in any jurisdiction in which called upon to act. I name Fulton Bank as my Trustee. I direct that my Trustee serve without bond in any jurisdiction in which called upon to act. FIFTH: I give to any Executor or Executors and to any Trustee or Trustees named in this Will or any Codicil hereto all of the powers now applicable by law to fiduciaries in the Common- wealth of Pennsylvania and in particular, through the Probate, Estates and Fiduciaries Code, as effective and as in effect on -4- the date hereof, during the administration and until the comple-, tion of the distribution of my estate, and until the termination of all trusts created hereunder and until the completion of the distribution of the assets of such trusts, including the power to hold and to invest in any corporate fiduciary's stock, notes, certificates of deposit, and common funds, and the power to register securities in the name of a nominee. SIXTH: The words "issue" and "children" whenever used in' this Last Will and Testament shall include adopted children. SEVENTH: No interest of any beneficiary under this Will or any Codicil hereto shall be subject to anticipation or to volun- tary or involuntary alienation. EIGHTH: All estate, inheritance, succession and other death taxes imposed or payable by reason of my death, and any interest and penalties thereon, with respect to all property comprising my gross estate for death tax purposes, whether or not: such property passes under this Will, shall be paid out of the residue of my estate as if such taxes were expenses of administration, without apportionment or right of reimbursement. I authori.ie my Executor -5- and my Trustee to pay all such taxes at such time or times as deemed advisable. IN WITNESS WHEREOF, I have set my hand and seal on this my Last Will and Testament this d 7 day of ~~c_ , 2005. SIGNED, SEALED, PUBLISHED, and DECLARED by RUTH M. CARLS, as and for her Last Will and Testament, on the day and year last above written, in the presence of us, who, at her request, in her presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses: ~.~-e..LiC. -}'ati 1~..~/ ( SEAL ) RUTH M. CARLS ~~, ,cclL --, ~°r ~ ~/ a/e/ / . ulAh~~ ~~~ -6- SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF SS. WE, RUTH M. CARLS, and ~J~ .~~ , ~Ja~~~ ~. W ~r't'~-• and R~.~r.~~~. l~ ~~.~c. the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and to the best of his or, her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. oe...~-~. r, ~=za._~ RUTH M. CARLS, Testatrix '. , ./7 Witne~s~ J ~' Wi ness ~~ ~~ Witness Subscribed, sworn to, and acknowledged before me by RUTH M. CARLS, the~JTestatrix, and sub cribed and s~w~o~rn to before me by P~~u 2 ~~~ ((~~Lis ~ Gy/~~ _, and )~,''Cd~~~,,- n, ~~~u~.,,\~- witnesses, this ~,-7'(-+~ day of - 2005. -7- ~~ LISTENING IS JUST THE BEGINNING.' Apri120, 2012 McNees Wallace & Nurick LLC 100 Pine Street P.O. Box 1166 Harrisburg, PA 17108 Dear Mr. Gruver, RE: Ruth M. Carls, deceased Apri14, 20]2 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Checking #3318-89441 Date of death balance $326.04, opened 10/20/89, titled in her name alone If you have any other questiom, please feel free to contact me at (717) 327-2497. Sincerely, ~~~ Joshua A. Groff Credit Confirmation Processor CONFIQENTIAL This inkmrat6m is hxnished els a matter d business courtesy in artewvr to your k+0~y, and is kx your oontktandd use only. The bank kxniehirp tMs inlonnatian does trot represent or puaraMae the acaaacy, cortpNrtenesa or reliaDlNty d the intomtatbn provided. tro reepornY is exumer! M the flank or cry d ka attkx+s, enlplvyees u egerlle• Ary opktion he+ein expneeed ie aub~ect to ohenge v+htaut rtotica 1.800.FULTON.4 • fultonbank.com FuIWn Bent, N.A Member FDIC. MemLer o/Me Fuhm F'nunciel Family. MID PENN BANK Apri123, 2012 McNees, Wailace & Nurick LLC PO Box 1166 Harrisburg PA 17108-1166 Re: Estate of Ruth M. Carla Date of Death: 4/4/2012 SSN: XXX-XX-6085 Dear Mr. Gruver: In response to your recent letter requesting information on the accounts of pith M. Carts, I have accumulated the necessary data below: Account Name: Ruth M. Csrls. Barry P. Carts or Ann Marie Carts Account #: 6021612 -Money Market Account Date Opened: 7/14/2008 Balance DOD: 591,803.97 Balance Accrued Interest DOD: 550.03 Total DOD Balance: 591,854.27 Date Joint Ownership Established: 12!16/2010 Account Name: Ruth M. Carts or Ann Marie Carts Account #: 13000724 -Checking Account Date Opened: 4/25/2005 Balance DOD: 56,007.21 Balance Accrued Interest DOD: 5.15 Total DOD Balance: S6,007.36 Date Joint Ownership Established: 11/9/2010 For information regarding potential life and/or accidental death insurance coverage relating to the accounts listed, please contact United States Life at 1-800-860-7182. If you have any questions, please contact me at (717) 896-5381. Sincerely, 36ssica Kerwin Deposit Processing Specialist 349 Union Sheet, Millersburg, PA 17061 • 1$66~6HAPPEN • 1-877-9HAPPEN • www.midpennbank.com Member FDIC Estate Valuation Xovack Securities Account 7R3-046806 Date of Death: 04/04/2012 Eatate of: Estate of Ruth M. Carle Valuation Date : 04/09/2012 Account: 31970-0001 Processing Dal e: 06/20/2012 Report type: Date of Death Number of Securities: 18 Pile ID: Carla - ICOVack Securiti es Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Hid Adj ustmenta Accruals Value 1) 10056 .09 Cash (CASH) 10,056. 09 21 200 CARLISLE COS INC (192339100; CSL) COM New York Stack Exchange 09/04/2012 52.05000 51. 06000 H/L 5].. 555000 10,311. 00 3) 39 GENERAL MTRS CO (37045V100; GM) COM New York Stock Exchange 04/09/2012 25.90000 29. 90000 H/L 2'I. 150000 980. 85 41 34 MONSANTO CO NEW (61166W101; MON) COM New York Stock Exchange 04/04/2012 83.27000 79. 90000 H/L 87.. 585000 Div: 0.300000 ex: 09/03/2012 Rec: 04/05/2012 Pay: 09/27/2012 + (1. 300000 87.. 885000 2,784 .09 5) 800 PFIZER INC (717081103; PP81 COM New York Stock Exchange 09/04/2012 22.45000 22. 25000 H/L 2':. 350000 17,880 .00 6) 400 URMC INC (3 618 602 0 2; GfAA) PINES 7.30L New York Stock exchange 04/09/2012 22.86000 22 .64000 H/L 2:. 750000 9,100 .00 71 900 GENERAL MTRS CORP (370850816) NIA QUIDS 7.25&41 Miscellaneous No pricing information 8) 34 GENERAL MTRS CO (37045V118) WT EXP 071016 New York Stock Exchange 04/09/2012 16.39000 15 .89000 H/L 15 .190000 548 .76 9) 39 GENERAL MTRS CO (37045V126) WT EXP 071019 New York Stack Exchange 09/04/2012 10.93000 10 .59000 H/L 10 .735000 364 .99 10) 900 CALAMOS CONV & HIGH INCOME PD (12B11P108; CHY) COM SHS New York Stock Exchange 04 /D4 /2012 12.71000 12 .49000 H/L 12 .575000 5,030 .00 11) 333 EATON VANCE MON BD FD (27827X101; EIM) CUM NYSE AMEX Equities 09/09/2012 12.99000 12 .89000 H/L 12 .990000 9,309 .02 12) 56001 .439 PRANKLIN CUSTODIAN PDS INC (353496805; FCISX) INCOME PD CL C Mutual Pund (as quoted by NASDAQ) 09/04/2012 2 .18000 Mkt 2 .180000 122,083 .14 Page 1 This report was produced with HetateVal, a product of Eatate Valuations k Pricing Syeteme, Inc. If you have questions, please contact HVP Syateme at (818) 313-6300 or www.evpaye.com. (:3eviaion '7.1.1) Date of Death: 04/09/2012 Estate of: Estate of Ruth M. Carla Valuation Date: 04/04/2012 Account: 31970-0001 Processing Date: 06/20/2012 Report Type: Date of Death Number of Securities: 18 File ID: Carla - Kovack Securities Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adj ustmente Accruals Value 13) 19463.276 FRANKLIN HIGH INCOME TR (353538200) FD CL C Mutual Pund (as quoted by NASDAQ) 04/04/2012 2.02000 Mkt 2.020000 29,215.82 141 3757 NUVEEN DIV ADV MUNI FD 3 (67070X101; NZP) COM SH BEN INT NYSE At~1L Equities 04/09/2012 19.93000 14.77000 H/L 15..850000 55,791.45 15) 2930 NUVEEN PA DIVID ADVANTAGE MUN (NVY) COM NYSH At~@X Equities 04/04/2012 14.48000 14.90000 H/L 19.990000 35, OB9.20 16) 2308 NUVEEN CR STRATEGIES INC FD (67073D102; JOC) COM SHS New York Stock Exchange 04/09/2012 9.02000 8.97000 H/L fi. 995000 20,760.46 17) 1366 PIMCO MUN INCOME PD II (72200W106; PML1 COM New York Stock Exchange 04/04/2012 12.21000 12.13000 H/L 12.170000 16,624.22 18) 700.828 TEMPLEIVN DEVELOPING MKTS TR (88018W203; TDMTX) CLASS C Mutual Fund (ae quoted by NASDAOI 09/09/2012 22.91000 Mkt 22.910000 16,055.97 Total Value: $356,985.06 Total Accrual: $0.00 Total: $35fi,985.06 Page 2 This report was produced with Esta[eVal, a product of Estate Valuations k Pricing Syeteme, Znc. If you have questions, please contact 8VP Syeteme at (818) 313-6300 or www.evpeye.com. ('Revision 7.1.1) ®Western & Southern Life A member of Western & Southern Financial Group WALLACE & NURICK LLC 100 PINE STREET PO BOX 1166 HARRISBURG, PA 17108 Dear Sir: Annuity Operefions PO Bar 2918 Cincinnati, OH 45201-2918 toll free 800.928.1702 fax 513.829.1799 May 2, 2012 Thank you for your request for information on the annuity contract. I hope the following contract information is helpful to you. Annuitant: RUTH CARLS Owner: RUTH CARLS Western-Southern L'Ife Assurance Company Contract Number: W0021502255 The quoted date of death value information is as of April 4, 2012, $70,055.44. Current interest rate 4.15%, guarantee minimum interest rate 3.00% Initial Premium paid $70,000.00. If you have any questions, please call our Annuity Operations Department at 1-800-926-1702. A representative will be happy to help you. Sincere1~ly,~~'~ ~~~ Tina Cassler Annuity Operations Department DC0331.0810 Western-Soulhem Life Assurance Company C~IINI~N ~£ CI ~ ~ ~~#I ~ ~;: r:: ~ ~~ ~, G, Q_ `S~ V = t ~4, ~~` Cumberland County Register of Wills 1 Courthouse Square Carlisle, PA ] 701; ~,^~ ~; `, jr ~~'i'1 ~~`~.,~af_. - :;;;~I 1' 12337_