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. ~ , 1505610143 ~ REV-1500 ~`(°'-'°' OFFICIAL USE ONLY PA Department of Revenue pennsylvanla courtly cods vur Fils Number Bureau of Individual Taxes ~"""+ar~^~e Po Box.2sosot INHERITANCE TAX RETURN 21 12 0145 Hanisburg, PA 17128-Ot301 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201 16 3933 01 15 2012 10 03 1924 Decedent's Last Name Suffix Decedent's First Name MI SMITH ~Rpl ~ (If Applicable) Enter Surviving Spouse's Infotmatlon Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^ 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death pnorto 12-13-82) 4. Limited Estate ^ 4a. Future IMereal Compranise 5. Federal Estate Tax Retum R uired (dale or death after 12-12.82) ^ ~ © g, Decedent Died Teelats (Attach copy a wn> ^ T Mai reed a Livirq Tnut 1 8. Totel Number of Sale Da sit BOXeS ~A„' ~'L~~r ~rusq P° ^ 9. Litigation Proceeds Received ^ 10. ~n1~1 ~t1<•1-95) death ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORREgPONDENT - THIS SECTION MUST BE COMPLETED: ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number DIANE G RADCLIFF ESQUIRE (717) 737 0100 First line of address 3448 TRINDLE ROAD Second line of address State ZIP Code PA 17011 'rl City or Post Office CAMP HILL REGISTER OF LLS USE ONbY ~ c:r ~ ~ ~ ~'C7 _ .. ~ ~' r- f-- r.; ~; _ c o"'':; n ~~~ _ DATE FlQED -~ tb Correspondent's e-mail atidrass: nYtm ilia etrus~corrod and~7~plr~edaratial of proparer than Ute perlaw~al represe~ntatlva is~badaedon atdll intonnatbii wtiPich pre~~r hates ernknowlg edpe.~liei, Warren Castaneira OF Trindle Diane G Radcliff, Esquire Side 1 L 1505610143 1505610143 J REV-1500 EX *~ N~ Smith, Vera E Decedent's Soaal Security Number 201 16 3933 RECAPITULATION 1. Real Estate (Schedub A) ....................................................................................... 1. 119 , 4 5 0. 0 0 2. Stocks and Bonds (Schedub B) ............................................................................. 2. 3. Closely Held Corporatbn, Partnership orSob-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedub E) ............... 5. 96 , 331 .2 6 6. Jointy Owned Property (Schedub F) ^ Separate Billing Requested............ 6. 7. Inter-Yrvos Transfers 8 Miscellaneous I~oq-Probate Prope (Schedub G) LJ Separate Billing Requested............ 7, 8. Total Bross Assets (total Lines 1-7) ..................................................................... 8. 215 , 7 81 .2 6 9. Funeral Expenses & Administrative Costs (Schedule H) ......:................................ 9. 14 , 523.50 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 14 , 523.50 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 201 , 257.7 6 13. Charitabb and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. 2 01 , 2 5 7 . 7 6 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 2 01 2 5 7 . 7 6 ~ 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due ................................................................. ................................................ . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING.A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 15D5610243 0.00 9,056.60 0.00 0.00 9,056.60 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-12-0145 DECEDENT'S NAME Smith, Vera E STREET ADDRESS 46 S. 38th Street CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 18) 2. Credits/Payments A. Prior Payments B. Discount 7,085.57 452.83 (1) Total Credits (A + B) (2) 3. Interest 4. If Line 2 ig greater than Una 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Check Payable to: REGISTER OF (3) (4) (5) 8,056.60 7,538.40 1,518.20 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Dkl decedent make a transfer and: Yes No a. retain the use or income of the propeAy transferred :............................................................................... b. retain the right to designate who shall use the property transferred or Its income :.................................. x c. retain a reverebnary interest; or ............................................................................................................... x d. receive the promise for life of efther payments, benefits or care4 ............................................................ 2. If death occurred after Deceml»r 12, 1982, dkl decedent transfer property within one year of death wRhout ^ ^ receiving adequate conaideration? .................................................................................................................... x 3. Dkl decedent own an 'in trust for or payable upon death bank account or security at his or her death?....... ^ Q 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefldary designation? ....................................................................................:............................. ^ ^x IF THE ANSYVER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE l3 AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 3 peroeM p2 P.S. §9118 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of trensfere to or for the use of the surviving spouse is 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 for disdosuro of assets and filing a tax return are sfill applicable evenrf the surviving spouse fs the only benefidary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of trensfere from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adopthro parent, or a stepparent of the ehikt Is 0 percent [72 P.S. §9118 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefldariea is 4.5 percent, except as noted in 72 P.S. §9118 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (e) (1. ]• A sibling is defined under Sedbn 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rav1602 EXt (11~a) ~ . , cwrtaNwFxn+oF rEraenvANa eeIERITANCE TAX IE71XiN REte]lNT OECEOBlf SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Smith, Vera E 21-12-0145 AM rsd propsRy ownW solely a as • tenad M aonsran nwet M repoMd al fair market vdw. Fak nwket value is daM~W a tM prim at WtlM popery would M sXd~rped Uetween • wiNirq dryx and a wiNk4 wlNr~ naNlwK bski0 mmpNNd b buy «all, bdh hMnp nraabls knowledge a tM rslsvrk hAi. Rwf propaKy whlcA Is jolMlyownad wbh right of awNvaahip mart W dNGoaad on aeMd~Aa F. Attseh a copy or lM settlar,er,t cheat atM property ha Mai sold kldude a copy or tM deed ahowinp demdad's Irdergt N owned a bnant M tamwn. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate - 46 South 35th Street 119,450.00 Camp Hill, PA TOTAL (Also enter on Llne 1, Recapitulation) I 119,450.00 (H more spas u needed, addroonal papas of ute same size) Copyright (c) 2009 forth software only The Lackner Group, Inca Forrn PA-1600 Schedule A (Rev. 11-08) ti~.~ Rev-toes p(a (aAa) . . COIaIONNiEALTH of PENNBY WANV1 NAERITAtICE TAX RE7URN REebEM DECtDENf SCHEDULE E CASH, BANK DEPOSITS, 8 MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Smith, Vera E 21-12-0145 Include dtepro «I~p~on and the date the pn~wsde wars rotehnd ppyy the pleb. All properly Jol y~owrwd tlwk i tM~ rlpht of turvWoreMp mwL be dbGoeedon teMdure F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 PNC Bank Certificate of Deposit -Account No. 315000838902 3.001.78 2 PNC Bank Certificate of Deposit -Account No. 37300231255 6,001.71 3 'PNC Bank Certificate of Deposit -Account No. 31300236970 6,160.75 4 PNC Bank Certificate of Deposit -Account No. 31000239781 5,060.53 5 PNC Bank Certificate of Deposit -Account No. 31400259481 10,006.09 6 PNC Bank Checking Account - No. 5140059234 22,431.32 7 Wells Fargo Certificate of Deposit -Account No. x~ooc7630 21,099.79 8 Wells Fargo Certificate of Deposit - No. ~oooc1116 22,564.29 9 Wells Fargo Checking -Account No. ~oooc8468 5.00 TOTAL (Also enter on Llne 5, Recapitulation) I 86,331.26 (K more apace Is needed, additlonal papas of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1800 Schedule E (Rev. X98) .REV-0761 QC+(10-06) c guru SCHEDULE H FUNERAL EXPENSES & -DMINISTRATIVE COST ESTATE OF FILE NUMBER Smith, Vera E 21-12-0145 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address Cfty State Zio Year(s) Commission paid 2. Attomev's Fees Diane G. Radclfff, Esquire 3. Family Exemption: (If decedent's address Is not the same as claimant's, attach explanation) Claimant Street Address Chy State Zio Relationship of Claimant to Decedent 4. Probate Fees 5. Acxountant's Fees 8. Tax Retum Preparor's Fees 7. Other Administrative Costs See continuation schedule(s) attached 12,140.00 2,000.00 353.50 30.00 TOTAL (Also enter on line 8, Rscapltulation) I 14,523.50 Copyright (c) 2009 form software ony The Lackner Group, Inc. Form PA-1600 Schedule H (Rev. 10-06) ' ' ' ' SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Smith, Vera E 27-12-0145 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex nsas 1 Funeral Bill 10,104.00 2 Grave Marker 2,036.00 H-A 12,140.00 Other Administra ive Goats 3 Filing Fees -Inventory and Inheritance Tax Return Copyright (c) 2002 form soflwaro only The Lackner Group, Inc. 30.00 H-B7 30.00 Form PA-1600 Schedule H (Rev. 6-98) REY-061i EI(a (11-06) SCHEDULE J 00~~; "~, ~~~~""'" BENEFICIARIES ESTATE OF FILE NUMBER Smith Vera E 21-12-0145 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF SHARE OF ESTATE AMOUNT OF ESTATE PERSON(Sl RECEMNG PROPERTY DECEDENT (yyc~) (SSS) I TAXABLE DISTRIBUTIONS pndude outright spousal ' distributions, and transfers under Sec. 911 B a 1.2 Warren Castaneire Son Residue of 207 Cherrington Drive Estate Harrisburg, PA 17110 . ~ ~ Total Enter dollar amounts for distr9lutfons shown above on lines 15 throw h 18 on Rev 1500 cover sheet as a i NON-TAXABLE DISTRIBUTIONS: II• A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ~.,~ ~+~ .-...~ ~ ~~ - ~~. ~ cn ~ v ~ n~ rvvrv-rwwes~t urs ~ RI6UTIONS ON LINE 13 OF REV-1500 COVER SHEETI Copyright (c) 2009 form soflwaro ony The Lackner Group, Inc. Form PA-1ti~ Schedule J (Rev. 11-08) _ _.. - .. r u.~ W _ _. _._ _ __ _ Y. . File Ho. 22-04-W LAST WILL AND TESTAMENT of VERA E. SMITH BE IT REMEMBERED, that I, VERA E. SMITH of 4b South 35`" Street, Camp Hill, PA 17011, being'of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me, at anytime heretofore made. ARTICLE 1. BACKGROUND INFORMATION: The following is background information pertaining to myself and my family: A. I was born on October 3, 1924. B. My social security number is 201-16-3933. C. I am widow to. D. I have one (1) child, Warren Castaneira ARTICLE 2. DEFINITIONS: The following definitions shall apply to this my Last Will and Testament: A. My Will: The term "my Will" as used in this my Last Will and Testament shall mean this my Last Will and Testament. B. ous ;The tens "my Spouse" as used in my Wil( means my spouse listed in Article 1 above, if any. C. i~v Children: The term "my Child" as used in my Will includes the child/children listed in Article 1 above, if any. A relationship by or through legal adoption shall be treated the same as a relationship by or through blood for purposes of succession to property under my Will. D. Issue: The terms "issue" as used in my Will means the immediate and remote lawful, lineal descendants by blood or adoption of the person referred to, who are in being at the time they must be ascertained in Order to give effect to the reference to them. E. Personal Representative: The term "my Personal Representative" as used in my Will means the Executor arfxecutrix of my Estate, or any other title of like import which is used to describe such a fiduciary. F. My Estate: The term "my Estate" as used in my Will means all property of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including any insurance policies therefor, property over which I have power of appointment, and proceeds from any insurance policies payable to my Estate in ~'i-~sl~o~Vi ~yir+~. il. {SEAL} VER;A E. SMITH __ - ~ -----~°r° File No. 22.04-W which I have an interest upon my death and which is to be distributed to a beneficiary under the law pursuant to the terms of my Wlll or as the result of intestacy. G. Re~duarv Estate: The term "my Residuary Estate" as used in my Will means all the rest, residue and remainder of my Estate remaining after payment of all of my last debts, funeral expenses taxes and administration expenses and any other expense, or expenditure required to be made as the result of my death and after distribution of the Tangible Personal Property and any special bequests specifically set forkh herein. H. Per Stiroes: The term "per stirpes" as used in my Wfll means that whenever a distribution is to be made to the issue or descendants of any person, the property to be distributed shall be divided into as many shares as there are (1) living children of the person, and (2) deceased children, who left descendantr who are living, of the person. Each living child, if any, shall take-one share and the share of each deceased child shall be divided amongst his then living descendants in the same manner. 1. r i :The term "per capita" as used in my Will means that whenever a distribution is to be made to a person, the property to be distributed to that person shall be distributed only if that person suMves me. If that person has not survived me, the distribution to that person shall lapse and be deemed void. J. Survival; The term "survive me", or any derivative thereof, as used in my Will means that any person or organization herein named or referred to shall be deemed to have survived me only if such person or organization shall in fact survive me for a period of at least thirty (30) days. Any person or organization named or referred to herein who shall not survive me by a period of thirty (30) days shall be deemed to have died before I do. K. Gender and Number: Where appropriate to the context, pronouns or other terms expressed in one number or gender shall be deemed to include the other number or gender, as the case may be. L. Percentages: Where a gift, bequest or devise is expressed as a percentage in the following Articles, it refers to the percentage of that portion of my gross estate available for distribution unless a contrary intention appears, in the Article. M. Priority: Priority for distribution of the gifts and bequests herein made shall follow the Article number with the lower numbered Article taking priority over any Article appearing subsequently unless a contrary intention appears in the Article. N. Encumbrance: When encumbered property has been spedfically devised or bequeathed, it shall pass under the terms and conditions of this Will subject to said encumbrances, provided however, that any installment payments, current or past due, on either principal or interest on such encumbrances may be paid by my Personal Representative in hislher sole discretion. 0. Partial Irtv_atidity: If any provision of this Will shall be declared inoperative or in ~11T'~Y {SEAL) VERA E. SMITH 2 _ _ File No. 22-04-W violation of any rule of law, such invalidity shall not affect the remaining provisions of this Will and they shall remain in full force and effect. ARTICLE 3. BURIAL AND FUNERAL INCTR~ irT~nNC• I direct that I be buried next to my husband, Byron E. Smith, at the Westminster Gardens, Carlisle, PA. ARTICLE 4. DEBTS AND FUNER_et ~caruSES: I direct that all my just debts and funeral expenses appropriate to my station in life and custom of living (including appropriate monument or marker for my grave) be paid as soon after my demise as may be convenient. ARTICLE 5. ADMINISTRATION ExpENSES: I direct that all of the expenses of the administration of my Estate including, but not limited to, probate and other Court fees and reasonable commission for my Persona! Representative and any attorney retained by my Persona! Representative, be paid as such expemes are incurred and as soon after my demise as may be convenient. ARTICLE 6. PAYMENT OF TAXES: I direct my Persona( Representatfve to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or any person receiving the transfer of any property passing hereunder or otherwise passing by reason of my demise, maybe subject and to charge such taxes against my Residuary Estate, it being my intention that none of the aforesaid taxes, either federal or state, or any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my Estate to whom such property is or may be transferred or to whom any benefit accrues. ARTICLE 7. TANGIBLE PERSONAL PROPERTY: I give and bequeath all tangible personal property owned by me at my death and all insurance policies on such property as follows: A. Memorandum: To those individuals who wrrive me and who are designated on a list, memorandum, or Bequest of Personalty form signed by me which refers to my Wilt or is found with a copy thereof, I give and bequeath the items listed beside his/her name. B. Remainder Distribution: The balance (including any items to be distributed under this Article, the bequest of which has lapsed) shall become part of my Residuary Estate and distributed to the beneficiaries and in the proportions herein provided. C. Method of Distribution: MyPersona! Representative shall have the right to dispose of said remaining items of personalty set forth in subparagraph B. of this Article, either in kind or in cash as a result of liquidation thereof as my Personal Representative, in myPersonat Representative'scole discretion, deems appropriate under the circumstances. It is my intent, however, that should any beneficiary of my Residuary Estate desire to receive a particular item in kind which was not specifically bequeathed to that benefidary, to the extent reasonably possible, my Personal Representative shall attempt, but not be obligated, to follow that beneficiarys request. D. Safekee i~nII: If any beneficiary of any item of tangible personal property aforesaid has not yet attained the age of eighteen (18) at the time of my death, I direct that N' ~ {SEAL} VERA E. SMITH __ _ - - File No. 22-04-W , my Persona! Representative, hereinafter named, to hold said items in safekeeping for that beneficiary and to deliver the same to that beneficiary upon he or she reaching age eighteen (18), or at such- earlier age if my Personal Representative deems the benefidary to be of appropriate age and maturity to receive said items of personalty. For these purposes my Personal Representative shall be entitled to use or set aside from my Estate sufficient funds to provide for that safekeeping. ARTICLE 8. SPECIAL BEQUESTS: I make no special bequest in my Wil! other than those to be made pursuant to Article 7 herein. ARTICLE 9. RESIDUARY ESTATE: The following shalt apply regarding distribution of my Residuary Estate: A. I give, devise and bequeath my Residuary Estate to Warren Castaneira, provided he survives me. B. Should Warren Castaneira fail to survive me, the share distributable to Warren Castaneira shall lapse, in which event, I then give devise and bequeath my Residuary Estate to Allyson Hubler, provided she survives me. ARTICLE 10. APPOINTMENT OF PERSONAL REPRESENTATIVE: The following shall apply to the appointment of my Personal Representative: A. 1 appoint Warren Castaneira as my Persono! Representative. B. Should Warren Castaneira predecease me, fail to qualify, cease to act or renounce the appointment as my Persona! Representative, Ithen appoint Allyson Hubler as my Persona( Representative. ARTICLE 11. POWERS OF PERSONAL REPRESENTATIVE: In addition to the powers conferred by law or under previous provisions of my Will, my Persona! Representative shall have the following powers: A. Retention of Investment: To retain investments I may have at my death when deemed advisable to my Estate or trust to do so; B. Sale of Assets: To sell either at public or private sale any real or personal property and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title with special warranty, free and clear of all trusts and without obligation or liability to the purchaser or purchasers to see to the application of the purchase money or to make inquiry to the validity of the sale or sales; and to make, execute, acknowledge and deliver any and all deeds, assignment, options, or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Personal Representative or otherwise; C. Investment: To vary investments, when deemed desirable, then to invest in such bonds, stocks, notes, real estate mortgages, or other securities, or in such property, real or personal, as deemed wise, without being restricted to so-called "legal investments" and without regard to diversification; {SEAL} VERA E. SMITH 4 File No. 22-04-W D. Management of Real Estate: To manage real estate; E. Options; To exercise any option or rights arising from ownership of investments; F. Compromise of Claims: To compromise claims without court approval and without the consent of any beneficiary; G, isclai e : To disclaim any interest in property-, H. Elective Share; To claim an elective share of the estate of any deceased spouse I may have; I. Joinder in Tax Returns: To join with any spouse 1 may have in the filing of any federal income tax return for any year for which I have not filed such return prior to my death, and to consent to the treatment of any gifts made by my spouse as being made one-half by me for gift tax purposes notwithstanding the fact that such action may result in additional liabilities for my Estate. Any income or gift taxes due on such returns and any deficiencies, interest, penalties, or refunds thereon, shall be allocated between my Estate and my spouse and my spouse's estate, or all to any of them, in such manner as my Persona( Representative and my said spouse may agree; J. Payment of Cost and xpenses: To pay all costs; taxes, expenses and charges in connection with the administration of my Estate or trust, including but not limited to my last debts and all funeral expenses; K. Division and Distribu~gn: In Order to effectuate a division of the principal of my Estate or of any trust or for any other purpose, including final distribution, my Persona! Representative is authorized to make such divisions or distributions of the personalty and realty in kind or by way of liquidation thereof in whole or in part as my Persona( Representative may deem appropriate under the circumstances. If a distribution or division is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. ARTICLE 12. NO 80NDING REQUIREMENT: I direct that my Persona! Representative, or successors, shall not be required to give bond for the faithful pertormance of their duties in any jurisdiction. ARTICLE 13. EXCLUSION: it is not my intention to make provision in my Will for any relative or any other person not expressly provided for herein, except for children born to or legally adopted by me after the date of this instrument. if any such person has not been expressly mentioned herein, he or she has been omitted by me intentionally and with full knowledge of his or her relationship and existence, and not by any oversight or neglect. ARTICLE 14. ]~LiLL CONTEST: In the event that any person, including a devisee, legatee or beneficiary under my Wil(shall either directly or indirectly seek to establish or assert any claim to my Estate, or any part thereof, not authorized by my Will, or seek to impair, invalidate, or set aside the provisions of my Will, or to have any of the trust provisions or estate distributions limited, declared void or diminished or to defeat or change any of the dispositive scheme of my ' L~ '-re ~ {SEAL) VERA E. SMITH File No. 22.04-W Will, or shall endeavor to secure or take any part of my estate in any manner other than through or under my Wilt, 1 hereby give, devise and bequeath to such person or persons the sum of Ten Dollars ($10.00) and no more in lieu of any other share or interest in my estate. Provided further that nothing in this Article contained shall prevent any beneficiary hereunder from bringing an action against any fiduciary hereunder, for an accounting, nor from enforcing any statutory share to which the beneficiary may be entfitled. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 27`" day of September, 2004. WITNESS: ~~ ~ {SEAL} VERA E. SMITH 6 File No. 22-04•W ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA . SS. COUNTY OF CUMBERLAND We, VERA E. SMITH, Diane G. Radcliff, Esquire, and Robin Z. Gonzalez, 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 the Testatrix's Last Will and Testament and that the Testatrix had signed willingly (or willingly directed another to sign for the Testatrix), and that the Testatrix executed it as the TestatriZ s 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 witnesses and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~,~ {SEAL} Sworn to and subscribed to befor me this wday ofy~~, 2004. a~ ~ o~°. ~t2o~~ NOTARY PUBLIC^~ My Commission Expires: TM of ~srw os~-ne Q.newacb~ir,°q, ~~~ COMPARATIVE MARKET ANALYSIS CMA Presentation In6ormatlon provided Is deemed reliable but not guaranteed. Cf~~1PARA~#.E REPORT # Sa!bJ Prop 7emp•5009.6_ :: 10217744 ... , ._ 10212404 : }0219045. .... ....... .... _ ,.....,.- ......_.,...e....._. . ~ F SF .. _... ~.._. ~ ........ 6 ...... 6 ... __ .. ........ ............ , ..,....._. ...., :.. 6 Price $239;900 _ ................ $189,900 .~; $169,900 Address 46 S 35th Street 3903 Chestnut Street 2926 Chestnut St _ 12S N 33rd Street ~tnp Hip ...... Camp Hill. _ .. . . . . .. . Camp Hill _ . _..__.: _. Camp HIII State _. . . . . . . PA .......... PA __......PA .. _._. _._ ..___ Zip 17011 17011 17011.... __17011-2753 Status SPD ...... .......... ,4CT..... ..... ~ Ate. # Bedrooms _... ... . ... __ . ........... .......................................__._ ._........___._.................,....................................._........ 3 # of full Baths Z .... ........_3 ............ .. _...._ . _ .......... ... ............. _.. ...... Acres 0 2000 _. _ ....... .. ........_.,.......... . • 0.1500 0.1700 Adj~iSted $0 $239,900 $189,900 $169,900 Price Informatlon provided Is deemed reliable but not guaranteed. Mls # Suh) Pr~'~n~-soon,... ~ io2433e .......: ..... iozo9zio .. :: ~ io2~k~6~ C6ass ItF.:, .. _..,.. RF ... . ... ,. ... RF ~.. RF Type SF ' ~ SF.... _._... .........SF .,..._ :: .......:.:.~...,~::. :: . Anew 5 ` .. ...... .... 6 .. .... _....__.._.._.. ... ...... 6 ,........ ..~. _ ...... , .... ~_ ~.. g P~ioE . _. _ $135,000 ........... $125,000 _. .:: $100,000 Address 46 S 35th Street _ ii2 June Drive 3531 Green St 3500 Green Street ~tnp Hili ,_ Camp H01 _ Camp HIII Camp HIIL PA PA _ _ __PA..... Zip 17011 .. _. 17011 .... 17011...._ . .. ................17011 Status SPD ..................... ....... .. Ate - ...__. _..... SAD SlA # Bedrooms _ ............ 3 .............._Z................_............_........._...._ _ __.._.. _Z....._......................................................_...... # of wli Baths _. __ 1 . . i 1 . ..... .. ... . o.z3oo ........._ . ..... o lititi ...... ...... .. _._ o.isoo Adjusted $0 s13s,ooo sizs,ooo $loo,ooo Price Infornwtlon provided is deemed reliable twt not guaranteed. CQ~+IPA~ABLE REPt~RT MLS # Prop Temp-50096~., , 10205400 ,: .... .. 10202622 : C~isS RF ,,, . _ ,. , ~ ,, ~._. . ................. .....:..:.. ..... . .. 6~. , ......:' .; 5p . ' Ate . ~..... . .._. __...: __:.. fi 6......... __ Prloe .............. $113, 900 5139, 900 Atldress 46 5 35th Street , .............. ... _..... 3520 CHFSINt1T STREET .. 3816 Chestnut Street S a . C,dmp Hilf . P mp Hill _____. mp HIII t te p ..____. A .. ......._ 21p 17011 _ 17011 17011 Status SPD _._...... _ ........... ........... SLD . 5~... __....... # Bedrooms _....._...__. 2._.. _ ...... ..................... 2 ........ _.._. ...._.._ ___ _ # of Full Baths .__ ........____.. .._....i ..................................:................... _-. _.....i .__._........................................................... 0.1700 0.1700 Adjusted $0 $113,900 $139,900 Price Informatlon provided is deemed Tellable but not guaranteed. LP: { $239,900 ~ #109,700 $153,537 SPa ~. $139,900 j $100,000 ~ _.. $119,700 ~ $119,450 X403 Chestnut`5trpet~ ;239.+9(10 5F ; ; 0.2000 1948 63 i $239,900 ' $123.15 226 Chestnut St ~ ~ ACT ~ $189.900 ; SF , 0.1500 ~ 2280 ~. 227 ~ 189,900 ~ $83.29 ~~ n., . 125 N 33rd Street ~ ACT ;169,400 } SF 01700E 1475 28 i ~ $169,900 ' $11519 ...... 112 June Drive : A ~35,000~SF ~ 0 2300 1064 1 $135,000 j $126.88 Total Lisdngs~~~ 3 . A~g (A~g. f..._A~ ............. .Avg.. Avq ..._ ..... 4 , j .. 82 ! #183,675 ;112.13 '' 3500 Green Street SLD ¢ $109, , _ 3520 CHESTNUT STREET SLD $114, 3531 Green St SLD ~ $129, 3815 Chestnut Street SLD ~ $139, Total tistings 4 SF ~ 01500 768 20 $109,700 i„$14284 }_$100,000 #130.21 SF ~ 01700 960 114 $114,900 t $119 69 ~ $113,900 #118.65 ._ ..~_._ ~____._.. m _~_m SF .01700; 1000 89 $129,900 ~ $129.90 E $125,000 #125.00 ..._ ... SF t 0 1700' 740 ~ 51 $139,900 $189 05 ~ $139,900 #189.05 AVg Avg_ ~ Avg AVg Avg 68 X123,600 X145 37 ~ 19,700 ;140J3 _ .... infonnatfon provided is deemed rellabie twt not guaranteed. 1 10217749 3903 Chestnut StreetCamp Hiil PA 17011 _.____ _,_~w_ __~..._ _. _ ;#239,900 ,.~.._..~_____~ ~ _.. --~------ _.~.._.. ~ _-_.r .~ ~.w.._~ ~.~ . __ 2 10212404 2926 Chestnut St Camp Hill PA 17011 ; #189,900 3 10219045 125 N 33M Street Camp HiII PA 17011-2753 #169,900 _._ ,w_„_._____ _. .. _ ._ __ __ _.~ ...1..~.,...~,.__ 4 10219336 112 June Drive Camp HIII PA 17011 #135,000 ~{ __.... ..........3 5 10209210 3531 Green St ~Carop Hill PA 17011 #125,000 6 j 10211461 _ 3500 Grcen Street Camp Hill PA 17011 000 _.. 7 10205500 3520 CHESTNUT STREET Camp Hill PA 17011 ~#113,900 B 10202622 3816 Chestnut Street Camp Hill PA 17011 #139,900 ~ _ _ _ , ~ aSub. 46 S 35th Street f ; IPmnarfv jCamp Hill PA 17011 Information provided is deemed reliable but not guaranteed. heb L I. ZU IZ y:41AM f NC fjANK _ No, ZU/5 f'. 1 ~~ ]sas~wsTtle wr-r k'ebruary 21, 2012 Diane C}. Radelifl•; Esq. 3448 Trindle lZd. Camp Hill, EA 17011 RE: Vera E. Smith SSN: 201-16-3933 DOD: 01-15-2012 Dear Ms. Radcliff: In response to your request for Date of Death (DOD) balances for the customer noted above; our records show the following: Certificate ofDepoeit Account # 31500083892 VERA E SMITH DOD balance: $3,001.70 + 0.08 accrued interest Interest paid Ol-O1-2012 thru 01-15-2012 $2.46 YTD Account # 31300231255 VEIZA E SMITH DOD balance: $6,000.00 + 1.71 accrued interest Interest paid Ol-Ol -2012 thru 01-15-2012 $4.82 YTD Account #31300236970 VERA E SMITH DOD balance: $6,159.41 + 1.34 accrued interest Interest paid 01-O1-2012 thru Oi-15-2012 $0.00 YTD Account # 31000239781 VERA E SMTfH DOD balance: $5,052.59 + 7.94 accrued interest Interest paid Ol-O1-2012 thru 01-15-2012 $0.00 YTD Account # 31400259481 VERA E SMITH DOD balance: $10,000.00 + 6.09 accrued interest Interest paid 01-01-2012 thru 01-15-2012 $0.00 YTD Established: 04~ 15-1997 Established:. 07-OS-2002 Established: 08-29-2003 Established: 06-22-2004 Established: 03-24-2005 Page 1 of 2 heb ZI. ZUIZ y,41AM fNG fSANK Checkiing Account Account # 5140059234 VERA E SMITH DOD balance: $22,431.26 + 0.06 accrued interest Interest paid Ol-O1-2012 thru 01-15-2012 $0.19 YTD Safe Aeposit Boar The decedent maintained safe deposit box # C133 VERA E SMITH located at: 32"d Street Branch 1400 Camp Hill Shopping Mall Camp Hill, PA 17011 717-761-2099 Established: O l -0l -1978 Please note that this office provides date of death balances for deposit ~acconnts (IRAs, CDs, Checking and Saviuugs). We do sot process any finandal transactfiow or provide statements. If you Hoed assistenae with any of these items, please call 1-888-PNGBANK (1-888-762-2265) or stop by your local PNC Bank branch office. sincerely, National Financial Services Center PNC Bank, NA. Member FDIC This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law_ .~f the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby not~led that arty dissemination, distribution or copying of this communications is strictly prohibited Ifyou have received this communication in error, please notes me immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed document. _ _ _ No.1U/5 f'. Z Page 2 of 2 0 l /v~ _. __ .. ..__...... ISL. .... ~+. ~ ~'~ o ~ ~ ~ ~~ ~° a,~ ,~. . .. v ~ _~ 3 / ~- ~~ ~ •; ~ ~i' ~' $ tt .• , ' E i . , .L I.•• ..~ ai t~'u. ..~a c .'". w ~ ~ r .. ~~ j' 'a ~ ~~ ,. :', 'l r~ 3•. ~, r . 1y 1 • ' t /y~ !wr .~- 1 ~ ~ ~/. 1"' Wy _.._.. f 1;. ..` ~ ' ~ •~ L ~Y yj Xr~•• ' • • d ~ ~ ~ 1 ~ .} 0 Q~~ ~ ~ ~.. 4~4~Q,t. , i ,w O IA ,9 ~ F' ~ ~ w P9 ~ .~' 1 ~, •.~' IV v'. •i ~ ~•• i ~ s r.~ ~ ~ ~ ..•~ a ~ f, ° ~''~• ~• ~y.Y; .t'...; m ~ -• y~ ~' W $R~ W 5 .d ZE~~ ~QN a.^,N~IINIIaCa~?In1 I1nfiNJ C~'17~t urN77:o 7t n7 err •n~ r NEILL FUNERAL HOME !`~ , /~~ 7411 No.p000728 3401 MARKET STREET ,(r,~ ~" CAMP HILL PA 17011 717-737-87 ~ INDIVIDUAL CASH RECEII'T DATE_~ J ~ ~ ~ , . ACCOUNT NO. 74/~/~ Q 3'~~'S /Q 1 ~ y, g~ ACCTlCONTR. NAME ~~~~ ~ ,~ ~~_ ACCT/CONTR. NO. $ RECEIVED FROM ~~~~ J K # .C. APPROVAL # ~T7 G~-7 C.C. TYPE DESCRIPTION TRUST NO. S G2 CT. S BY ~ ~ ~ CHECK ^ CASH ^ CREDT CARD ^ DEBPf TOTAL arm soul c3ros> HANK YOU wnit~ - Clstotner ~vr Yellow -Contract File Pink -control copy Neill Funeral Home, Inc. 3401 Jvlarket Street Camp Hill, PA 170114428 (717) 737-8726 Supervisor :Kevin J. Shillabeer The fdlowing IS a detailed bill for the professional services and/or merchandise arranged for Vera E. Smith Date of Servtoe :January 19, 2012 Warren R. Castaneira Statement pate February 07, 2012 207 Cherrington Dr Contract Number 741100200335 Harrisburg, PA 17110-9486 Arranger Name Stephen J Wiisbadt Initial Seledlon Flnel Selection Difference Funeral Director end Staff Servloes Basic Services Funeral Director and Staff $2,880.00 $2,880.00 __ Total Funeral Director and Staff SeMoes $2,880.00 $2,880.00 Care and Preperetlon of Remelns Embalming $795.00 $795.00 ___ Dressing and Casketing of Deceased $395.00 $395.00 __ Total Care and Preparation of Remains $1,190.00 $1,190.00 Use of Fadlltles and Related Servloss Chapel Funeral Ceremony $395.00 $395.00 __ Total Use of Fadlltles and Rdated Services $395.00 5395.00 Trensporfatlon Transfer of Remains to Funeral Home $495.00 $495.00 __ Funeral VehideMearse $395.00 $395.00 __ SeMce Vehide $195.00 $195.00 _. Total Transportation $1,085.00 51,085.00 Other Goods and SeMces US Aftercare Planner $195.00 $195.00 __ Memory Safe Wood Keepsake Box $95.00 $95.00 __ Compassion Helplines $195.00 $195.00 __ Total Other Goods and Services $485.00 5485.00 Merchandise Std Sentinel Concrete $1,395.00 $1,395.00 , Initial Selection Final Selection Difference 148034 Roman Metal Steel 20 Gauge Crepe $1,695.00 $1,695.00 __ Total Merchandise $3,090.00 $3,090.00 Cash Advartoe Cemetery $1,826.00 Certified Copies of the Death Certificate $72.00 Clergy /Religious Fatality $150.00 Outer Burial Container Installation $170.00 Newspaper Notice Tote) Cash Advance $2,218.00 Total SeMoes, Merc:hendise and Cash Advartoe $11,345.00 $1,826.00 __ $72.00 __ $150.00 $170.00 __ $110.92 $110.92 $2,328.92 $110.92 $11,453.92 $110.92 Albwarwes Affinity VFW ($1,349.00) ($1,349.00) TotalAlloMranoes (51,349.00) ($1,349.00) Total Charges (Total Services +/- Albwartces + Te~aes) $9,994.00 $10,104.92 tsss cesn Reoelvad $o.oo $1io.92 Pegs 2 of 2 ~., R ~ ~ ~ ~ GER MEMORIAL ~ ~`...~.::'~~?,~~ r~ ~P ~~ G Y~ -.MARBLE - BRUNZ ~`.1 .No ...................... r i "Memorials Sincc 1929 ( ign no .................... PLANT ANI3'DI~PLAY -2395 STATE STREET Mont .................. ......r:..: HARRISBURG; P$NBK~30K, PA 17103 PHONE232-1147 a rte :................... ......:.... 800-340-6744 ect. No ......:..........................:..:: L: TO ...~~~~a' ,: °1 .............!~'~i!3» S2. ~~................... DATE .'., .. Date Bought ............... Ew ~ .f ~ ~ . .........:..... ,.:Pound ......., .....:................. .., Terms .....;:,......Down payment -Balance widilra 30. days after. completlpn. .. 1% per month charge will be made on all ..post iluc accoulfts. ADDRESS ...........~ ...................................................................................... ..................:.....:...................... ORDER NO ................... DESIGN NO................. MATERIAL'~...'..tss7c:~~},~r~?~.. "I`ERMS..:.~u;r~,~j................ DIE .......................................................................................................... BASE ...:~~..`~.'~..:"~ 4.........<rf~~~`./. T~ :........................ .... .......~ aot .... POSTS . ......... ......... ......................:.............. ......... ...... /..... YPE OF LETTERS PRICE OF MONUMENT ............ PRICE OF MARKER ................... EY~FOUNDATiON ....... 1R..I!w..MORE INSCRIPTIONS ~ TOTAL COST ............................ ALL FUTURE LETTERING TO BE EXTRA -..,. qtr . (~~ t~ To be erected in ... ...... 1.........~ ...................................Cemetery in ~ ......... .:.....,.during the titonth of,~!??:" !~~:. ~~:!~~unless unavoidably delayed by labor troubles and other contingencies beyond our control and then as soon. as practicable thereafter: w. rb p ^ ophional vandalism protection 20 year 10 year .Tyh~e 'u'n'dersigned' (hereinafter known-as theme purchaser) to pay Romberger Memorials ........:.......... ~~ ~~. ~......... ......:.. .:...:......Dollars .. J..:fV.. K?.:.....1,f.7.CIt,J!;~N.~,.........1..~if~rM=.~~..'....... x.?.1. ~f ..................Giro,~~,~f•'•~'................................... ...............from date of acceptance of this order. it is further understood that upon acceptanec of this order the contract so made cannot be cancelled, altered or modiRed by the putcltaser or by an agent of Itomberger Memorials or in any manner except by agreement in writing between the purchaser aad Romberger memorials, and the above monument and appurte- nances. are to remain the property of Aombetger memorials, until fully paid for with right of removal. Accepted ~.t.,.....r.7~.-dir . ...............J..;:..............:........... Date.............................................................:................... - Sold By........1-'~{~..~.«.~ ::........................ , trlrchaser ..................................... ...............................