The URL can be used to link to this page

Home My WebLink About11-14-121505611188 REV-1500 Extoz-11)IFI) `~ pennsytvania OFFICIAL USE ONLY PA DapartmantofRwanu• °"•""ftlftl"a"a' Count Coda Yaar File Number aoreozzeoeo dpairaxaa INHERITANCE TAX RETURN y Harrisburg, PA 1]118-0901 RESIDENT DECEDENT 21 11 1056 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMODYYYY Date of Birth MMDDYYYY 32D 38 3076 08 14 2011 1D 11 1936 Decedent's last Name Suffix Decedent's Flrs1 Name MI Branson Jane H (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Flrst Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t• 1. Original Retum O 2. Supplemental Return O 3. Remainder Return (Date of Death Pdor to 12-13-82) O 4. Limited Estate D 4a Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedern Died Testate p 7. Decedent Maintained a Living Trust ~ B. Total Number of Safe De osit Boxes (Attach Copy of Will) (Attach Copy of Trust) P O 9. Litigation Proceeds Received p 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9713(A) Between 12-31-81 and 1-1-95) (Attach Schedule O) CORRESPONDENT -This 9ectlon must be completed, All Correspondence and Confldentlal Tax Information Should be Directed to: Name Daytime Telephone Number Robert C. Saidis, Esquire '717 2~4~3 6222'-_„ _ ~, REG(~~F WILLS II$~ONLN'' '~ ~ _ r-. ~J. _ ~ First Line of Address - - ' r -' - .c- r„ z `1 z; Saidis, Sullivan 8 Rogers :; „ '~ r ; ~__ 1m G ,- ~ Second Lina of Address - 26 West High Street ~ .__ ~-o City Or POST Office DATE FILED -1 State ZIP Code Carlisle PA 17013 Correspondent's a-mau address: rsaidis(o~ssr-attorneys Com Under penalties of paTury, I daclan that I have sxaminatl this roturn, including acwmpanyinp sc hadulea antl etabmante, and to the bast of my knowlatlpe and belief, it is true, correct snd template. Oaplaration ottha preparar otherthan personal roprowntatiw is bautl on all information of whit h propanr has any knawledpe. SIGNATIIFF(1F OFO Cnu nccen ,c,e~ -~..--.. ...--__.._.. Side 1 1505611188 _L505611188 J 1505611188. REV-1500 E%(02-t1)(FU~ p~nn sytvania OFFICIAL USE ONLY PA DaPartment of aevenve a""r •o+*+ POrB0X 2000Otdual Tacea INHERITANCE TAX RETURN Ccunty Coda Ywr Fib Number Harrisburg, PA 11138-0<01 RESIDENT DECEDENT 21 11 1056 ENTER DECEDENT INFORMATION BELOW Social Secudty Number Dete of Death MMDDYYW Date of Binh MMDDYYW 320 38 376 08 14 2011 10 11 1936 Decedent's Lest Name Branson Suffix Decedent's Rrst tJame Jane MI H (It Applicable) Enter Surviving Spcuse's Information Below Spouse's Last Name Suffix Spouse's Flrst Nalne MI ' spouse's social security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OFINILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Retum O 2. Supplemental Return O 3. Remainder Retum (Date of Death Pdor to t2-73-82) O 4. Limited Esta[e I= 4a Future Interest Compromise (date of f~ 5. Federal Estate Tax Retum Required death after 12-12-82) ~ s. Decedem Diatl Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe De osit Boxes (Attach Copy of Will) (Attach Copy of Tnra[j P f~ B. Litigation Proccede Received O 10. Spousal Poverty Credit (Date of Death O t1. l7ectlon to Tax under Sec. 9113(A) Between 12-31-91 antl 1-7-95) (Attach Schedule O) CORRESPONDENT -This section must be completed. All Correspondence end Confldannal Tax Information Shoultl ba Directed to: Name Dtrytime Telephone Number Robert C. Saidis, Esquire 717 243 6222 first Line of Address Saidis, Sullivan 8 Rogers Second Line of Adtlress 26 West High Street Gry or Pos[ Office Carlisle CorrespondenYS a-mail address: f581dIS G~,SSFBtfOfl Untler penaltin of psrjury, I deolan that I have examined thla return, it B trva, correct antl epmp4b. Declantlan of th. ~.........w-.a_. State ZIP Cotle PA 17013 haduln and bautl on all beat of my knpwledps antl belief, - 09-/~- USE ORIGINAL FORM ONLY L. Side 1 1505611188 :L5W5611188 J 1505611288 Rev-1500 IX (FI) Decedent's Name: J a n a H B r a n s o n Decedern's Social Security Number 320 38 3076 iEGAPITULATION - 1. Real Estate (Schedule A) ......................................... 1 2. Stocks and Bonds (Schedule B) .................................... 2, 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ...... 3. a. Mortgages and Note$ Receivable (Schedule D) ......................... q, 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule ~ O Sepazate Billing Requested ...... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Propeny (Schedule G) O Sepazate Billing Requested ...... 7, 8. Total Gross Assets (total Lines 1 through 7) ............................ g, 9. Funeral Expenses and Administrative Costs (Schedule H) .................. g, 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 1p. 11. Total Deductlons (total Lines 9 and 10) .............................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................ . 12. 13. Chartable and Governmental Bequests/Sec 9113 Tmsts for which an election to tax hasnot been made (Schedule J) ...................... . 13. 14. Net Value Subject to.. Tax (Line 12 minus Line 13) ...................... . 1q, TAX CALCULATION - SEA INSTRUCTIONS FOR APPLICABLE RATES 15. Amourn of Line 14 taxable at the spousal tax rate, or transrers under Sec. 8116 (a)(1.2) X .00 0 , 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 0 , 0 0 16. 17. Amourn of Line 14 taxable at siblingratex.l2 170,980.46 n 16. Amourn of Line 14 taxable at collateral rate X .15 9 7 ,12 8. 6 6 16 1s. rAx DuE .................................................... 1s. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Slde 2 L 1505611c~88 127,000.00 21,954.40 0.00 a.oo 151,291.09 0.00 6,638.44 306,883.93 35,664.80 3,110.01 38,774.81 268,109.12 0.00 268,109.12 0.00 0.00 20,517.66 14,569.30 35,086.96 O 1f~05611288 _J Rev-1500 IX (FI) Page 3 Decedent's Complete Address: Flle Number 21 11 1nRF DECEDENTS NAME Jane H. Branson STREET ADDRESS 461 Bloserville Road CIN STATE ZIP Newville PA 17241 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Prior Payments B. Discoum Irnerest 33,613.00 1 315.79 Total Credits (A + B) 4. If Lire 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Page 2, Une 20 to request a refund. (1> 35 086.96 (2) 34 928 79 (3) 0.00 (4) If Line 1 + Line 3 is greater than Line 2, enter the diffeence. This is the TAX DUE. (5) 158.17 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THIE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedern make a transfer and: a. retain the use or income of the property transferred .................................... Yes . No b. retain the right to designate who shall use the property transferred or its income ............... . c. retain a reversionary irnerest .......................... . d. receive the prordise for life of either payments, benefits or care? .......................... . 2. If death occurred aftter Dec. 12, 1982, did decedent transfer property within one year of death without redeiving adequate consideration? ............................. 3. Did decedern own an "intrust for' or payable-upon-death bank accourn or security at his or her death? . . 4. Did decedent own en individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................ . ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G A,ND 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 tran;~fers to or for the use of the surviving spouse is 3 peroern [~z P.S. Sect. s11 s(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1x95, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 peroern [72 P.S. Sect. 9116(a)(t1)(ii)]. The stajtue does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased chiltl 21 years of age or younger at death to or for the use of a natural parern, an adoptive parent or a stepparem. of the child is 0 percent [72 P.S. Sect. 9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 pement, except as noted in [~z P.S. sect. sns(a)(1p. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 peroern [7F: P.S. Sect. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedern, whether by blood or adoption. REV-1502 E%101-10) ~''7i Pennsylvania til or nnatnrurn ul ve~~:o INM ERITANCE TA% RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF: FILE NUMBER: Jane H. Branson 21 11 1056 All real property ownetl s olely or as a tenant in com mon must be reported at fair market value. Fair market value is defined as the price at w hic h property woultl ba exc hangetl between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasons ble knowletlga of the relevant facts. Real property that isjointly-ownetl with right of survivors hip moat be disc losad on Sc hetlu le F. Attach a copy of the settlement sheet it the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in comrnon. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 461 Bloservllle Road, Newville, PA 17241 127,000.00 $130,000 - $3,000 for repair of septic system Per appraisal and memo from appraiser TOTAL (Also erner on Line t, Recapitulation.) 127,000.00 If more space is needetl, insert additional sheets of the same size. REV-1503 EX+(B-9B) COMMONWEALTH OF PENNSYLVANIA INH ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Jane H. Branson 71 11 1nGa SCHEDULE B STOCKS & BONDS (lt more space is needed, insert additional sheets of the same size) REV-1508 E%~Itt-10) Pennsylvania SCHEDULE E UL VANIM(Nf (I NfYENIti CASH, BANK DEPOSITS, & MISC. RFSEDENT DECED ENTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Jane H Branson . 21 11 1056 Include the proceeds of litigation and the date the proceeds were receivetl by the estate. All property Jointly owned with right of survlvorehip must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Cash found'in house 984.16 2 Orrstown 68nk Checking Account 106800295 8 293.38 Per 12/5/11 (letter , Interest on above item accrued as of decedent's death 0.23 3 M&T Bank ($hecking Account 1271865 Per 11/2/11 `etter 53,133.98 Interest on above item accrued as of decedent's death 0 29 4 M&T Bank Ivponey Market Account 15004201743471 Per 11/2/11 fetter 27,744.54 Interest on agove item accrued as of decedent's death 0.23 5 M&T Bank CCD 31003916441197, matures 6116/12 12 610.33 Per 11/02/111 letter , Interest on move item accrued as of decedent's death 10.37 6 M&T Bank Cp 31003911161279, matures 9/28/12 12 435 71 Per 11/02/11! letter , . Interest on above item accrued as of decedent's death 23 87 7 M&T Bank C~ 31003916444943 Per 11/2/11 I~tter 13,010.70 Interest on atpove item accrued as of decedent's death 180.53 8 Orrstown Bank CD Per 12/5/11 IQtter 11,309.07 Interest on agove item accrued as of decedent's death 4.74 9 Misc. HouseF>IOId Items including silver spoons and tongs found in safe deposit box 3,630.24 Sale price 10 Haband Refund 35.00 Total from colhtinuation Schedule(s) 7,883.72 TOTAL (Also erner on line 5, Recapitulation) 151,291.09 If more space is needed, insert additional sheets of the same size Page 2 Estate of: Jane H. Branson 21 11 1056 Schedule E -Cash, Bank Deposits, and Misc. Personal Property Item Number Value at Date - Description of Death 11 Kuhn Communications Refund 6.73 12 United Health Insurance Refund 298.00 13 2002 Mercury Villager 7,500.00 Sale price 14 Class Action Check 13.80 15 Adams Electric Cooperative Inc Check 65.19 TOTAL. (Carrjr forward to main schedule) ...... 7 883 72 REV-1510 EXt (OB-Oe) j~i pennsylvania L-t I)I V~VIM.1N[p N~yFryl~f INH ERITANCE TA% RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY FILE NUMBER Jane H. Branson „ „ ,,,~~ T_•- _~ ••_~••~ ~•~~~. w,ceniyie~ea an e n iea it me answer to any of questions /through 4 on page three of the R EV-1500 is ves. ITEM NUM INCLUDE NAME OF flgRiP EIO EOfEPROONSR PTO DECEDENTS DATF_OFTRANSFER. A~ACH COPVOF DEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST IXCLUSION (IFAPPLICABLE) TAXABLE VALUE 1 M&T Bank IRA Account 35004200310495 6 638 44 10CI $6,622 plus $16.44 accrued interest , . 6,638.44 Beneficiary: Deceglent's niece, Esther Mueller Per 11/02/11 letter', TOTAL (Also enter on Line 7, Recapitulation) 6,638.44 It rtwre space is needed, use additional sheets of paper of the same si:ee. REV-1511 E%+110-Ue) ~'l Pennsylvania ail 01 Pqp W f N I ql N V[N VF INHERITANCE TAx RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Jane H. Branson 21 11 1056 Decedent's debts must be reported on Schedule I. A. FUNERAL EXAENSES: 1 Egger Funel'al Home 2 (Green Sprin~ Church of God B. ADMINISTRATIVE COSTS: 1. Personal Rep semative Commissions: Name(s) o~ Personal Represernative(sfingeha M. Miller street Ad~ress 464 Bloserville Road city Ne~vville state PA zip 17241_ Year(s) Commission Paid: 2012/2013 2. Attorney Fees 3. Family Exemptipn: (If decedent's address is not the same as claimarn's, attach explanation.) Gaimant i Street Add~ess City ~I State Relationship of Gaimant to Decedent a. 5. 6. Probate Fees: '~ Accountant Fees: Tax Return Pregl'arer Faes: ice schedule) attached Zip TOTAL (Also erner on Line 9, RecapVtulation) 2,085.00 200.00 12,073.74 12,000.00 335.50 8,970.56 35.664.80 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: Jane H. Branson 21 11 1056 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 Century LinNc 44.98 8 Adams Electric Coop 71.13 9 Saidis, Sullivan & Rogers, out of pocket expenses 80.59 10 Daryl Jones appraisal 200.00 11 The Hartford 340.84 12 Saidis, Sulli~{an & Rogers, out of pocket expenses 182.56 13 Adams Elec~ric 123.06 14 D&D Kenner 2,812.00 15 Adams Electric 57.00 16 Interstate W~ste Services 158.10 17 Angelia Mille, reimbursement for purchase of showerhead and payment to 177 The Comput r Barn, Inc. .50 18 Angelia Mille ,reimbursement for payment to BMS Performance & Repairs 100 for van batte~y .17 19 Kough's Oil Service 499.84 20 Adams Electric 59.00 21 Harland Clarl~e, check order 39.09 22 Adams Electrtic 55.00 23 The Hartford,) homeowners insurance 144.04 24 Galbraith's Accounting & Tax Service, preparation of final Form 1040 and PA 40 325.00 25 Adams Electric 48.00 26 Egger Funerdl Home, death certificates 90.00 27 Diversified Appraisal Services, appraisal of real estate 350.00 TOTAL. (Carrpr forward to main schedule) ...... 5,957.90 Page 3 Estate of: Jane H. Branson 21 11 1056 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 28 Adams Electric Gas 49.00 29 The Hartforq, insurance 144.04 30 Julze Drabe~nstadt, runner at auction 100.00 31 Adams Elec~ric 49.00 32 Charles Bist~ine, auction runner/mover 200.00 33 Katie Bistlin~, runner/mover at auction 150.00 34 Kathryn Ha~bert, lawn care 260.00 35 Interstate W~ste 80 87 36 Adams Electric 46.00 37 The Hartford 74.52 38 Katt Hauber~, lawn care 120.00 39 Linda Smoker, cleaning 300.00 40 41 Adams Electric F&M Seaml~ss Spouting 41.00 140.00 42 Angelia Millet, reimbursement for out of pocket expenses 404.48 43 Harland Clar~Ce, checks 39.09 44 The Hartford,) insurance 144.04 45 Adams Electrf is 71.62 46 Upper Frankfprd Township, permit 100.00 47 Adams Electric 59.00 48 Katt Haubert,~llawn care 60.00 49 Register of Wills, filing fees 30.00 50 Saidis Sullivah & Rogers, reserve for out of pocket expenses 250.00 TOTAL (Carrjy forward to main schedule) ...... 2,912.66 Page 4 Estate of: Jane H. Branson 21 11 1056 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 51 Register of ~IIS, additional probate fee 100.00 TOTAL. (Carrly forward to main schedule) ...... 100.00 REV-1512 EX+112-OB) ~i Pennsylvania irf~ UiNAPIMCNl9fNCV,'NUE INH ERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Jane H. Branson 21 11 1056 Report tlebts Ineurretl by d edent prior to tleaM that remained unpaitl at the date of death Includlny unrelmbursetl medical expenses. 1 Shirley Arndld, Tax Collector, written prior to, but clearing after Decedent's 1,460.55 date of death 2 Saidis, SulliWan & Rogers, estate planning services prior to Decedent's date 350.00 of death 3 Shirley Arnon~d, tax collector, 2011 real estate taxes -county/twp, and per 334.23 capital taxe -bills dated 3/1/11 4 Forest Park Health Center 120.00 5 Citi, credit c~rd payment 12 95 6 Which Way UJSA 27 28 7 AARP, homeowner's insurance 111.00 8 PA Dept of Revenue 2011 PA-40 , 11.00 9 US Treasurys 2011 Form 1040 683.00 TOTAL (Also enter on Line 10, Recapitulation) 3,110.01 If more space is neetled, insert additional sheets of the same size. REV-1513 E%101-10) Pennsylvania SCHEDULE J pl VnMlmFNfO XCV£NbE INH ERITANCE TA%RETURN BENEFICIARIES RESIDENT DECED ENT ESTATE OF: FILE NUMBER: Jane H. Branson 21 11 1056 NumBE NAME AND DDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHII> TO DECEDENT Do Not Llst Trustees AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal dis[ributlons and , transfers antler Sec. 9116(x)(1.2).] Angelis M. Miller, Friend 5 000.00 464 Bloserville Road , Newville, PA 17"241 Maria Kaltenbau~h Sister 85 490.23 Rummingerstr.l , 79589 Binzen Germany Frieder Kaltenba~lch Brother 85,490.23 Talstr 8 79588 Wintersw~iler Germany Mieke Wagenma s-Voss Cousin 85 490.22 Burg Van Raayst 16 ~ , 5437 B.D. Beers letherland Esther Muller Niece 6 638.44 Talstr8 , 79588 WintersweMler Germany ENTER DOLLAR AMOU TS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES IS TH ROUGH 160E REV-1500 COVER SH EET,AS APPROPRIATE. TT NON-TAXABLE DIS IBUTIONS: A. ;SPOUSAL DISTR BUTTONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE ANC GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II - ENTEb TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 CCNER SHEET. If more space is needed, use additional sheets of paper of the samesize. LAST WILL AND TESTAMi3NT OF JANE BRANSON I, Jane Branson, of Bloserville, Cumberland County, Lae• Offices oi' Saidis Sullivan & Rogers zo w~t~ hilg6 Soea r~~~n.d~. rn i~ui3 Pennsylvania, being of sound and disposincr mind, memory and unders~anding, do hereby make, pubL sh and declare this as and fo?- my!iLast Will and Testament, hereby revoking all other Wills and Co~icils heretofore made by me. I! FIRST I~,direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. Further, I direct that my body be cremated and that my remainsl~ be disposed of with my late beloved husband, Charles Branson. III SECOND I ~,equeath the following specific items to the persons hereinafter set forth: (1j Ihybread machine together with all pitchers in the cupboard and the',gold pitcher in the front room to my friend, Darlene Lindsay 2j Ny',ring with init_als and my large vase to my brother, Frieder~~Kaltenbach; l3j Ny~,wooden vase on the coffee table to my sister, Maria YalterL'a~ch; (4i My jewelry located in the back of the des]<_ in the bedroom to my cousin, Mie]~.e Wagenmans-Voss; (5) The sum of five thousand ($5,000.00) dollars, my bird collection and my avon bottles to my neighbor, Angelic Miller; and (E) Ai~ of my clothes and shoes to a second 1-iand shop chosen by my per'~onal representative. II FOURTH I', give, devise and bequeath all the rest, residue and Lriw Offiaen of s ~,IICfl2S Sanflflflvan & R®gers 2f. Wce High Sveei Curl Lvlc, PA 1013 Wagenm~ns-Voss, per stirpes I' FIFTH remain~er of my estate in equal shares unto my sister, Maria Y.altenl~ach, my brother, Frieder Y.altenbach, and my cousin, Mieke Ii,direct that any and 'all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwiise shall be paid out of the principal of my residuary estate.~l II S I Y.TH Inlliaddition to the powers conferred by law, I authorize any persona. representative, trustee or guardian acting under this instrument, in their absolute discretion: ~, A. TO retain in the form received, or to sell either at puJ~lic or private sale any real or personal property; i B. To er_ercise any options to subscribe for stocks, boshds, or other investments; ~ 2 C. To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of ahy corporation in which my estate or any trust may hold s~ocics, bonds or ocher securir_ies; D. To sell, transfer, convey, mortgage, pledge, lease 1,a N~ ofts~e.~ <,t Saieiis Saxlflivaai & Rogers zc a-~; Fn; i, 5~~~~~ C:~disle, PA 17U 1:3 o~ exchange any property, real or personal, which at any time may form part of my estate, for _he payment of debts i oi~ taxes, or for any purpose of administration or dil'!stribution, for such prices and upon such terms as my pelrsona.l representative, in their sole discretion, may deem wilse, and to execute and deliver deed_==; of conveyance or tr!!~nsfer thereof; E. To make settlements and compranises on such terms as my~~!,personal representative in their scle discretion may de~m wise without the necessity of obtaining any court ap~roval thereof; ' F. To make distribution hereunder either in cash or b_i~d, as my personal representative in their discretion may de~m wise. i SEVENTH I c~o hereby nominate, constitute and appoint my neighbor, AngeLal,Miller, to act as Executrix of this my Last Will and Testamerjt . EIGHTH I direct that no personal representative, gua_-dian, trustee Lnv,~ Officce of Saidis Szsllivan ~r acogers 2( to/cs: I-ligh Sucei Cniii.de. PA IW)73 or other fiduciary appointed under this instrument. shall be required to give bond for the faithful performance of their dutiesin any jurisdiction. IjrT WITNESS WHEREOF, I, Jane Branson, have hereunto set my ha:id aid seal to this my Last Will and Testament, consisting of 4 typewritten pages, this 13`x' day of August, 2011. Her ~ /~ ~.' ',, i ~nr~ ~^~1./V.~.?~ Jane Bran ran Mar Sijgned by Jane Branson, the above named testatrix, by her marls, ajnd her name subscribed by Jason E. Reiso, Esquire, in her presena~e and by her express direction and authority, the testatrlir. having declared her inability to sign her name, and seala•d,published and declared by said testatrix to be her Last Will an¢} Testament, in the presence of us, who at her request, in her ~resence, and in the presence of each other, all being present!, at the same time, have hereunto subscribed our names as ~l wi tikes ADDRESS U ~~~`~~~u_Y ~ `~( 1•~%(,(y,~J ADDRESS i~ ~ ~ ~t~Lc~ J,~~~~ -, 4 OA'jI'H OF WITNESS(ES) TO WILL EXECU'T'ED BI' MAF.K REGISTER OF WILLS Cumberland COUNTY, PENNSYLVANIA Estate of Jane H. Bran Deceased Wan a L, Ware Maria Hernando (each) a ( nnr NameJS) subscribing with ss to the ~ Will ^ Codicil(s) presented herewith, (each) being duly qualified according to lacv, depose(s) ax~IId say(s) that: Testator /Testatrix was unable to sign his /her name thereto; Testator's /Testatrix' namg was subscribed thereto in Testator's /Testatrix' presence; Testator /Testatrix made hi;; /her mark tl~tereon; Testator /Testatrix and deponent(s) were present vrhen Testator's /Testatrix' name was subscribed and when Testator /Testatrix made his !her mark; and Tes[afor /Testatrix was present when the undersigned signed the ~ Will ^ Codici] as witness(esj. (SignawreJ// ii / / ~C%d' ~ ~"Zc~~~~~~C~ (Gif)t Stale, Zi(rJ Sworn to or befoirelr[e tl of ( ~~~ ~~ / ~~/~' day Form /f Xi-0S rev. /0./3.06 ~' i I (Signature) (SYree: Addrm.rJ (City, S'mre, ZipJ GOMMONW EALThI OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280fi01 HARRISBURG, PA 1"1128-O60t RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 015193 MILLER ANGELIA M 464 BLOSERVILLE ROAD NEWVILLE, PA 17241 mla ESTATE INFORMATION: ssN: 320-38-3076 FILE NUMBER: 21 1 1 - 1056 DECEDENT NAME: BRANSON JANE H DATE OF PAYMENT: 11/10/2011 POSTMARK DATE: 11/09/2011 CouNTY: CUMBERLAND DATE OF DEATH: Offi/14/2011 REMARKS: RECEIPT TO ATTY ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 525,000.00 REV~1162 EX~11~96~ TOTAL AMOUNT PAID: CHECK# 0544 INITIALS: WZ SEAL RECEIVED BY: 525,000.00 GLENDA EARNER STRASBAUGH REGISTER CIF WILLS TAXPAYER DOMMONWEALTH DF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISRUR@~, PA t )128-OBOt RECEIVED FROM: MILLER ANGELIA M 464 BLOSERVILLE ROAD NEWVILLE, PA 17241 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT AMOUNT CONTROL NUMBER ~e~ ESTATE INFORMATION: ssnl: azo-3e-aois FILE NUMBER: '.2111-1056 DECEDENT NAME: ' BRANSON JANE H DATE OF PAYMENT. '.05/14/2012 POSTMARK DATE: '.. 05/1 1 /201 2 CouNTY: 'CUMBERLAND DATE OF DEATH: ' 08/14/2011 REMARKS: CHECKtt 103$ SEAL 101 ~ 58,613.00 REV-1102 EX111~98) NO. CD 015964 TOTAL AMOUNT PAID: INITIALS: DMB RECEIVED BY: 58,613.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER Gavle Swindler From: Gayle Swindler Sent: Wednesday, May 09, 2012 10:01 AM To: 'RA-InheritanceTaxExt@state.pa.us' Subject: Estate of Jane H. Branson Re: Estate of lane H. Branson File Number 21-11-1056 Date of death: August'14, 2011 Dear Sir/Madam: Please accept this correspohdence as our request for an extension of time for filing tlhe PA Inheritance Tax Return for the above-referenced Estate. If you have any questions, lease do not hesitate to contact me. Gayle D. Swindler, Legal Assistant Saidis, Sullivan & Rogers 635 North 12th Street, Suited 400 Lemoyne, PA 17043 717-612-5808-Phone 717-612-5805-Fax This e-mail may contain privileged, confidential, copyrighted, or other legally protected information. If you are not the intended recipient (even if ~he a-mail address above is yours), you may not use, copy or retransmit this e-mail. If you have received this by mistal~e please notify us by return a-mail, then delete. Thank you. Saidis, Sullivan & Rogers' w~b site is WWW.SSR-ATTORNEYS.COM To comply with IRS regulations, we advise you that any discussion of federal tax issues in this a-mail is not to be used, and cannot be relied upon I~y you (i) to avoid any penalty imposed under the Internal Revenue Code, or (ii) to promote, market or recommend to another party any transaction or matter addressed in this a-mail. Diversiiietl Appraisal Services Memorandum TO: VIII Bob Hamilton CC: ll FrO fTI: ~l~l Susan B. Burkholder Date: II 1 vD7izo12 l Re: l~ 461 Bloserville Road, Newville, PA 17241 The septic sy tem for the home at 461 Bloserville Road is not functioning properly, The estimated cost to repair the failing system is $3,000. Please feel Signature;.. I to call if you have any further issues or concerns. u ,h.a,,..?G.!'~d. Date: fvonzolz Form MC1 - °WinTOTAL" appraisal software by a la made, inc. - 1-800-ALANIODE APPRAISAL OF REAL PROPERTY .,~,.. „~ I ~~:~ ~; -~ == :. III I I LOCATED AT !. 461 Bloserville Rtl ~'. Nevrville, PA 17241 '~.~ Deed Book 29Z Page 570 FOR Estate of Jerre Branson I I'i I OPINIDN OF VALUE ~~, 130,000 I ~ AS OF 08/14/2011 RY I Susan B. Burkholder I Dlversi0ed Appraisal Services ', 35 E. High Street, Suite ~. Carlisle, PA 17013 ' (717) 249-2758 sue.burk holder@gmail.com '. Slate Certiped Resitlential Appraiser RL-000659-L Farm GA1V-'WinTOTAL' appraisal sotlware by a la motle, inc.- 1-800.ALAMOOE Summary Appraisal Report Diversitletl Appraisal Services RESIDENTIAL APPRAISAL SUMMARY REPORT File NO.: 0430128 um GO. qOl b105¢Mlle F(q h Nawvile State: PA Zi Cotle: 17241 ~ . Coun '. Cumberland Le al Descri tlon: Deed Book 29Z Pa a 570 Assessor's Parcel#~ 43-05-0417-052 ~ ; tax Year 2012 R.E. Taxes: S 1 905 S ecial Assessmems:5 n.a. Borrower d a licable: n.a. 3 Currem Owner of Record: Jane Branson Occu am: Owner Tenant Vacam ~ Manufactured Housi P o tT r ec e: PUD Condominium Goo erative UNer describe HOA:S er ear er momh 1 i Market Area Name: u ar Frenkford Townshi Ma flmerence: 43-05-0417-052 CenSUS Trad: 130 '. : the u ose m tNS a sisal is to deveb an o triton ot: Markel Value as drained , or ~ Mher a of value describe +` : TNS re h reflects th lollowin value it rmt Currem, see camrr¢ms : Curem the Ins ecuon Date is the Effective Date geVos ecMe Pros active Z oaches deveb a for this a praisal: Sales Co orison A roach Co51 A roach Income A roach See Recouilialien Comments and Sco a of Work ~ .' Pro art Ri hts r ised: Fee Sim le LeasehoM ~ Leased Fee Ogler describe ~ ,~ Im¢ndetl Use'. To ea _ tablish value for Sale ~ :. Imentled DSer s b me or e : The Estate of Jane Branson `2 Cliem: Estate of Jane Branson Atltlress: 464 Bloserville Roatl Newville PA 17231 :` s A raise[ Susa B. Burkholder Atltlmss', 35 E Hi h Street Suite Carlisle PA 17p13 Location: man Suburban Rural Pretlominam One-Unit HOU&ng Present Land Use Change in Land Use Bula up'. ^ ver 75% ~ 25.75% ^ Under 25% DC00panpY pgICE AGE Ore-UnA 60 % OSI Nol Likely Q Growth rate: ^ apid ®Stable ^ Slow ®Owner $~WO) Wrs) 2.4 Unil % ^ Likely' ^ In Process' R Property values: ~ ~ ncreasing ®SUble ^ Oecaning ^ tenant 90 Low 3 Multi-Unit % ' To: -rc ; Demand/suppy'. ^ _ hdgage ®In Balance ^ Over Suppy ®Vacant (0-5%) 400 Hi h 250 Comm'I % u Marketin ame: ^ rider 3 Mos. ~ 3-6 Mos, Over 6 Mos. Vacam >5% 175 Pretl 50 Vacant 40 % c Mallet Area Bourgari s, Descrpton, and Market Cantlifions (incluiing spppod for the above characteristics and Irentlsl'. Malrkating conditions are average wth ro erties sellin dhin three to six months. Conven[lonal and insured Onancin is reedit available to ualKietl buyers at reasonable rates and ' terms.This home s located in a rural area with stable ownershi aderns within reasonable commutin distance to schools places of worship sho in and tra , s grtation. The sub'ect net hborhootl is bordered b Route 944, McClures Ga Roatl Ritner Highwav and Centerville Roatl w ~ __ _? Oirrensions: Irre ul r Slte Area: ,qg acre ' Zoning Classification: Nona in Township Description: E>ustirg use_is permitted Zoni Com fiance: ^ Le al ^ Le al mncomormin grarAfatheretl ^ Ille al ~ No zonin „~{ Are CCBgs a licable Yes No Unknown Have the documents been reviewed? Yes No Ground gem if a licable S _~ Highest 8 Best Use as improved: ®Presem use, or ^ Other use (explain) y'n Actual Use as of EDec ive Oate: As of 08/14!2011 Use as dppmised in tms report: Single famil y.. Summary of Highest Best Use: Continued use as a sinole family tlwell'ng 4 F 1 UUllties Public Other ProvitlerlDescription Off-sde Improvements Type Public Private Topograpay Level W, Eleclnciry ~ ^ Strom Macadam ~j' ^ Size T ical for area Gas [] ^ n.a. CumlGutler Ngne [] ^ Shape Irre ular ~ Water ^ ® Well $ideWalk None ^ ^ Drainage ors ede uate $amtary Sewer ^ ® On site _ $Veel LigMS Nona ^ ^ Uiew Avera e .;I; Storm Sewer ^ ^ n.a. Ada None ^ ^ 1+4! Other site elements Insltle Lot ^ Corner Lol ^ Cul tle Sac _ Wder rourq Utllilies ^ Other describe ':i: FEMA 5 ec I Flood Ha rd Area Yes No FEMA Flood Zom X FEMA Ma # 42041 CO FEMA Map Date 3n s/2009 -:. Site Commen6'. Thi is a rural area with no ublic water and sewer on site. This is common for this area and gas no adverse impact upon the i1 marketabilit of th home. - ! : General Deacdptwn Exterior Descriptkn Foundation Beaemem 'None Heating -- # of Units 1 ^ Acc.Unh Foundation Conc block Slab None Area Sq. Ft. 120 Type Fha I-~- # m Stories 1 ~ 6derior Walls BrickNin I Crawl Space None %Finishetl 3p Fuel Oil 'ii Type ~ Del. ^ Att. ^ pool 5udace Shingles Basemem Full Ceiling Fkc rile Design i$Nle) Ranc Gutters 8 OwnSpls. Aluminum Sump Pump ^ Walls F'anelin Cooling `, ®Fxisting ^ Prope etl ^ Untl.Cons. Window Type Dbl-hun DamOcess ^ Floor Linoleum Cemral Ves ti': Actual Age nrs.) 4 SIOrMScreens Storm sash Smllement None Outside Emry No Other W: EflectiveA a r5. 3 Imestatipn None w InuBior Oescrption pppliencea Adk ^Ndm AmenAka Car 6torage ^ None x Fbprs Ham pod flmrigeratm ® $tairs ^ Fireplaces) # Wootlslove~s) # 1 Garage # of cars ( 4 Tot ) ~, Walls D II gangeNven ® Drgp Stair ^ Patio Covered . Atlach TriMFirnsh Woo Dlsppsal ^ Scuola ® Deck None . _ Detach 2 iu:. Bath Fbor Vin I Dishwasher ^ Doorway ^ Porch Front & Rear Btl -In x Bath WainStol Tile/D all FaNHoetl ^ Floor ^ Fence Metal _ . Carport D Doors Woo Microwave ^ Healed ^ Pool None Driveway 2 't'. Wa511er/B er Flnishetl 5udace tD' u Finishm area eboue r tle camaira'. 5 Rooms 3 Be drooms 1 Balh s 1 120 5t uare Feet of Gross Livin Area Above Grade : Adtlhioral teaWres; Porch covered atio. ie' ~, Oescdbe the comhion d l the PrdpeM (including physical funcaonal and exlemal obsolescence): All i t r2 th t tl >A , mprovemen s ere cons dared to be in average contl tron on ~ ' Th ( pl d - 2011 tl th xt tl 7h ktch tl b rthroom appear to be original with 1 n0 Upriatlnq. ~ I~~~IId~ ~IyOp CCayllAar®Zeal Eyd d I110UB,kIL. i115101T IIIdy EOlmIBtlIICBA VaI110GAI00 W410V W1110^aBllll$^m^nC W011:r did lllpeB, iIIL.Ir1051 bB dLMe0WB1Q¢E dlla ClBVdBO. C /L11i. Fnrm f,PBFg9 -•WnT0T4i • annraicm mxmvo n~ ~ h mMe h _ n n ennm RESIDENTIAL APPRAISAL SUMMARY REPORT FIIe Nc :! My research ' tlid ditl not reveal any prior sales or transfers of Ilse sublect property for the three years prior to the effective tlate 01 this appraisal aK•: Data Source 5 : Assessment records O 1st Prior Sub ed Sale/lransler Analysis of saWtransler history antl/or any current agreerrlent of sale/listing: The ho i t l i i j a' Date: 12/14/1982 s Price'. 9000 contract. me s no current y l sted o r under ' SOBme s: Assessment records r a 2nD Prior Subject SaleJlransfer ~ # Date'. Price: I -; Sources ?3 SALES COMPANISD APPflOACH TO VALUE Htlevelo d the Sales Com arisonA roach was rwt develo etl for Oisa sisal. FEATUflE SUBJECT COMPARABLE SALE # 1 COMPARABLE SALE # 2 COMPARABLE SALE # 3 ' F: Atltlress 461 Bloselrville Rtl Newville, A 17241 .~ PradmA 1o Sub ect '~ _: 2178 Newv111e Rtl Carlsle PA 17015 2.79 miles SE 140 Grahams Wootls Rd Carlisle PA 17015 2.05 miles BE 163 Oakhill Rtl Carlisle PA 17015 3.29 miles E _ ' ~ Sale Price $ $ 145 000 $ 140 000 . $ 135 000 "Sale Price/GLA :°: Data $pBfpea ' $ Is .h. $ 170.1815 11. CpprthoUae : $ 116.28 /s .h. Courthouse E 700.45 /s .ff. Courthouse ' +' Ver6itati0n Sources -~ VALUE ADJUSTMEN S DESCRIPTION MLS DESCflIPTIDN + - $Atl'ust. MLS 8 Files DESCRIPTION +- $Adu:'.t. MLS DESCRIPTION + - SAdust. :'~ ~: Saks or Financing ': Concessions 1F Date of Sale/fime as of 08/14/2011 Closing cost Conventional 01/12/2011 -5,000 None known 03/tfi/2012 Cosing cost Other 03/12/2011 -5,000 ' ~!: fll hls m190d r Location Fee Sim le Avera a Fee film k Avera a Fee 91m le Avera a Fee 91m le Avera e ` 'i Site .48 acre .57 acre 1.09 acre -3 100 1.29 ac -0 100 e SC+ VIeW Avera a Avara a Avera a Avara e ~: .: Desi n E le Ranch Ranch Ranch Ranch '. ' ": OBxli of ConSbucll0n BrickNin I Brick -3 000 BrickNin I Vin I sidin +2 000 . }i A e e DOMlllpp 44 gvera a 53 Avera a 20 Avera a 29 gvera e i `:~ Above Grade total Borms Baths Trial Bdrn6 Baths TNdI Btlrms Baths trial Btlrms Baths l zfloom COUnI I 5 3 1 6 3 2 -4000 6 3 2 +4,000 7 3 1 -4000 ' := Gmss Liuin Area 1 120 5 .h. 1,31fi s .ft. -3 900 1 204 5 fL 1344 5 It. -0 500 ? E `.. Basement & Finishetl ji Rooms Below Grade Full bsmt Rec room Full bsml Finishetl -3 000 Full bsmt None +2,000 Full bsmt Panl finishetl ' ': furotional IXlli Avera a Avera a Avera a Avera e __ ~~ Heatin Cooli Fha Oil CA Hot vrtr Oil +3 000 Elec Bsbd CA Fha Oil CA ~ ~ °' Ener Elficiern tlems , Gara e/Car on PorCIVPatlo/Deck T ical for area 2-car tlt ara a Porch cvd atio T ical for area 2-car dl ara a Porch etio +1 000 T ical far area 1-rar an ara a Parch _ +1 000 +3 000 T ical for area None Porch, deck +6000 +1 000 pa ; Fence wtl stove Breezewa None +2 000 Wood stove +1 000 ti ~ ~ ~ : : , ° ' Net Atl'uslment Total + - $ -14900 + - $ 8900 + ~ $ -7600 ~ m M AUlustetl Sale Price of Com ambles Summary of Sales Co : half bath. Net 10.3:% Nat 8,4% Net :"'S.6% ~~ :Gro55 -15;8`%$ 130,100 Gmss r '10.8%$ 148,9(10 Grpas: 20.4'%8 127,400 godson Approach A $2 000 oar roam adjustment was made for the total number of rooms $2 000 per bath and $1 000 per ~ II A $5,000 ad'ustm nt was matle for the tliHarence in lot size. Sale number 1 wa the most similar in lot size, a e and has a 2-car detachetl ara e. This home was iven the most consideration at arriving I al m final o triton o1 value. i _ -. __ ?' ~ Intliraletl Value b Ms Com orison roach $ 130 000 r~.]pEeITyC~TI(L! •wr~~e~~~'ew~uyaen:we,m.mu:onn n:ey uurwmouoeo unmomao vnmwr wmten cermluim. powrver,aUmoaa, Inc must Ge aeNnowktlpae antl cre0hea. W R .7 LlC 1 TSI. Form GPRES2 -"NinTOTAL' appraisal sBtlware Uy a la motle, inc. -1-80PALAMOOE 312007 I it RESIDENTIAL APPRAISAL SUMMARY REPORT Fa. n~ na~n,~n =-5. COST APPROACHT VALUE ii tlevelo d The Cdsl A roach was npl tlevelo etl for this a sisal. '~~: Provide atle uate information for re licalipn of the fallowin cost ll ores and calculations. :ai GuDPOn far the opinion N site value (summary aI comparable land sales or other methods for estimating site valuel: t L} ~ ESTIMATED RE RODUCTION OR REPLACEMENT CORT NEW OPINION OF SITE VALUE _.. _.. _$_ Source of Cosl data: ' DWELLING S ft. $ =S O' Oualil tali from co t smite: Eflectlve date of cost data: SoFt. @ $ _$ p' Commems on Gosl A proach (gross living area calculations, depreciation. etc.): _ _ Sp.FI. @ $ _$ y~ s.FL@$ _$ _ U _$ '~ Gera a/Car otl 5 .Ft. $ _$ i Total Estimate of Cost-New -$ _ _ Less Ph sical Functional External De reclation _$ _ D a recialetl Cast of Im rovemems =$ "AS-is'ValueM Sllel rpvemenls =$ _$ -$ ''~~ESlimatetl Remainin colpmie Life ill aired'. Years INOICATEO VALUE BY COST APPflOACN =$ INCOME APPROACH ~ TO VALUE If develo d The lncameA mach was not tleveb etl for thisa sisal. . Estimated Mqmhl Ma I Pent $ X Gross Renl Mubi tier = $ Indicated Value b~ Income A mach a. Summary M Income Approach linclutling suppml for market rent and GHM): ¢, «[ ut f a % _ I PROJECT INFORMA ION FOR PUDs it a lieabk The Sublect is h of a Planned Unit Developmem. tss Le I Name of Proect ~ Describe common ale nts and recreational facilitles'. a ~?"a Intllcaktl Valueb: ks Com erkonA roachE 130000 CostA proach IN tlevNO tl)E IncomeA proach lX develo dl$ ~n Rwl RecanCilialion "" kre Cost A roach was not considered since tMS is not new construction. The IncomeA rroach was not considered since this was a owner } ccu ktl tlwellin . Tha Sales Com orison a roach is the best a roach for this t e of ropertv. Z O ~' Thi r i l I d I " ~ ®" . a s app sa s ma as s , subject to completion per plans and specllicaaons an the basis oI a Hypmhetical Condition that Ne improvements have been ~~ completed, ^ subj t to the lollowinq repairs ar atleraaons on the basis of a HyppNefical ContllAOn that the repabs or alterations have been complelotl ^subled Ip the lollowinq required , inspection based on the Extraordinary Assumption that the condition or deficiency does not require aaeralinn or repair: gppraisetl in current ~', chanditicn. W K . TNS r on is als __ suoect to other H olhdlcal Conditions aM/or Exlraordina Assu lions as s ecified in the attached addenda. `Based on the degre of inspection of the subject propetty, as indicated below, tlefinetl Scope of Work, Statement of Assumptions and limiting Conditions, and Appraiser's Ce Ifications, my lour) Opinion of the Market Value (or other specified value type), as tlefinetl herein of the real properly that is the subject :. of this report is: ' 130,000 ,as of: OB/t4201t , whidl is the eflegive dale of mis appraisal. ' If indicated above, t is Opinion of Value is subled to Nypothetiral Conditions and/or ExtmoMinery Assumptions indutletl in this report. See attached addenda. F. A sue and compkR spy of Nis reDOn comains t3 pages, inclutlinA exhibits which are considered an inleAral pad of the report. This appraisal repon may not be w'. properly understood INoN reference to the inlormation wnlainetl in Ne complete report. _' Adachetl Exhibits'. ~' ^ Scope of Work ®Limiling ContlJCenifications ~ Narrative Adtlentlum ®Pholograph Atldentla '~ Sketch Adtlentlum ~. ®Map Atldentla ^ Atltlitlollal Sales ^ Cast Addendum ~~ Flood Adtlentlum ^ Manuf. House Addendum 4r ^ H mhdical Con itions ^ Exlraortlina Assu Lions ^ ^ [ -'; Cliem Contact: An i Miller Client Name: Estate of Jane Branson ~i' E~Mall: miller717 mail.com Atltlress: 464 Rloserville Roatl Newville PA' 7241 `. APPRAISER ~~ ' SUPERVISORY APPRAISER (If required) ', Or CO-APPRAISER (If applicabba) i N W K p '~ DS,~w~ ' r is N $upervlegry or . App a er ame. Su ~an B. Rurkholtler Co-Appraiser Name'. ~' Company: Diversai tl A sisal Services Company: vl. Plwne'. 717 249-2 58 Fax: (717) 258-0701 Phone: Fax: FMail'. sue.burkhol er mail.com E-Mail: ~.`; Dale pl Reppn (Signal e): Oq/302012 Dale of Report ($IgnaNre)'. License or CeniliCationl #: RLOOOfi59L Slate: PA License or Cenificafion #: Stale: `"-' Designatlon: n.a. DesiAnaapn: "; Expiration Dale of Lic se or Certification: 06/30/2013 E~iralion Date of License ar Cenification: ;`? Inspecaon of Subject ®Inlenor 8 Exlenpr ^ Exlenor Only ^ None Iwpeckon of Subject'. ^ Interior & 6derior ^ Exlerim On N [None !iii Date pl ins action: 8/14/2011 Date pf 115 action: ~Ille~ll~~ i l~~ Gopy,ignl®abdl ayanmotle,ne. ieu loan may be reproW[ea anmoWletl weM1wt wmren permlssbn. eowenar,ahmaae,Ine. mug a¢acklbxl¢epee one areepee. form GPREG2- WinTOTAL' appraisal software by a la made, inc. - 1-800-ALAMODF 3/2007 Supplemental Addendum File Nn. naam ~P Client Estate of Jane Branson _ ____ __ Propedy Adtlress 463 Bloserville Rd City Newville Ccunry Cumberland Slate PA_ Zi Code 1]241 Borrower n.a. Adtlitional Comments: The subject is Older than (ive years old. All mechanical systems including heating, electrical and plumbing systems appear to be in working order. No wananties are implied in this statement. The subject hap an on-site well and septic tank. This is common for the area and has no adverse impact upon the marketability of the subject property. One or more oQ the comparable sales are older than six months old. Although there are comparable properties in the subject's area, none hav sold recently, therefore, sales in excess of six months old have to be used. All three comparables used were the best available. Although one ar mare of the comparable sales are further than one mile for the subject property, the sales usetl are the best available. '. This report hasl'~I been electronically prepared and transmitted in compliance with USPAP guidelines which includes verification of the complete tr~nsfer and delivery, digitally protectetl signatures antl adequate security measures in place to protect data transmitted by ppraiser. The appraiser as not had any involvement in the property in the past three years. There is an efl dive number of competing properties on the market in this area. This intlicated that supply and demand are in balance antl re sortable exposure time is estimated to be under six months. Typical holding time is five to seven years. Scope of Wor@: Scope of work 1ilY~s defined in the Uniform Standards of Professional Practice as being "the type and extent of research and analyses in an ssignment." This includes the degree and extent of research antl the data that is deemed as necessary to develop a cred ble opinion of value for the property being appraisetl. Pursuant to th Gramm-Leach-Billey Act of 1999, effective July 1, 2001, appraisers, along with all providers of personal Flnancial services are n requiretl by federal law to inform their clients of the policies of the firm with regard to the privacy of the client nonpublic pars nal information. As professional, we understand that your pmacy is very important to you and are pleased to provide you wit this information. In the course o~performing appraisal, we may collect what is known as "nonpublic personal information" about you. This information is sad to facilitate the services that we provide to you and may include the information provitled to us by you directly or recel ed by us from others with your authorization. We do not disc ose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated Ni d parties, except as necessary or as required by law. By way of example, a necessary disclosure would be to our independe t contractors, and in certain situations, to unrelatetl third party consultants who need fo know that information to assist us in pro iding appraisal services to you. All independent contractors antl any third party consultants we engage are informed that a y information they see as pad of an appraisal is to be maintained in strict conftlence whhin the firm. A disclosure requ red by law woultl be a disclosure by us that is ordered by a court o! competent jurisdiction with regard to a legal action to which you are party, We will retain able to assist parties, we m. security and it xds relating to professional services that we have providetl to you for a reasonable time so that we are better with your needs. In order to protect your nonpublic personal information for unauthorized access by thirtl fin physical, electronic and procetlural safeguards that comply with our professional standards insure the ~iry of your information Form TADD -'WinIDTAL' apPralsal software by a la motle, inc. - 7-800-ALAMDDE Location Map Client Estate of Jane Branson _ _ _ Properly Atltlress 461 Bloserville Rtl _ City Newville County Cumberlantl Stale PA Zip CoOe 17241 _ ~BOrrower n.a. Qa ~' vg Doubling Gap I ~~ li ~N'~ M"' ~...y 4 ~, ~." ., ~. z '~ s f_ BlosserviBe rmdaua '_zi. F~r~xu~ a. .. ani:r`<'w naa' 4ricdcr ~_.mz4 Pof i " Kerrsvilre - I i nr~ Idr Vu"di{i~ " ` Mrq j~33: irk Ntl ~µan R`~ NIIflMh Ne.r l*.~,~run~ Rock ,~ C i9 y£M / n~~l i~~> oar n.uw /y$~` ~Z3 tulles ~- i I~~ Form MAP LOC -'WinTOTAL" aDPralsal solM1Vare by a la mpbe. inc.- LB00.ALAMOOE Subject Photo Page Client Estate of Jane Branson _.._ Pm a Atltlress 461 Bloserville Rd _, _ _ Ci Newville County Cumberlantl Stale PH Zip Cotle 1724 Borrower n.a. Subject Front 461 Bloserville Rd Subject Hear Subject Street Form PICPIX.TR - ^NinTCTAL' aDPmisal spllwam by a la motle, inc. - 1-800-ALAMO~E Photograph Addendum Caenl Estele of Jane Branson _ ~Pmperry AAtlfe55 481 BI 'll Fitl City N 'll Coupry Cumberland 51aie PA Zi COO¢ 17241 ~rortower n a Form GPICPIX - "WinTOTAI' appraisal software by a la motle, inc. - L806ALAMCBE Photograph Addendum Clierd Estate of Jane Branson ____.,_ Property Address 461 BI 'll Rtl __. Cry Newvlle County Cumberland Slate PA __ Zip Cotle 17241 ~6ormwe na Form GPICPIX -14inTCTAL' appraisal software by a la mode, inc. -1 ~80aALAMCCE Comparahle Photo Page Client Estate of Jene Branson Praperry Atltlfess 481 Bloserv'lle Rd ~Clty N¢wvlle CourRy Cumberlantl Stale PP. Zi Cotle 17241 Borrower n.a. Comparable 1 2178 Newville Rtl Comparable 2 140 Grahams W Dods Rd Comparable 3 163 Oakhill Rtl Form PICPIX.BR -'WinTOTAL' appraisal sollware by a la motle, inc. -1-BDD-ALAMODE ._1D ,063035„ ims' " ,u .~: x ~;~ .~*t Ai:tF~Q im33inl C?ertificntion U~te T2Y02I199T 3;xpit'afinn llnte /~~r06f30i2093 n~.' ~'i t~J1nx~F'l/1, ~~i Form SCA - "WinTOTAL" aDPraisal sollware Oy a la mode, inc. - 1-800-A1AM00E DEFINITION OF MARKET VALUE: The most probable puce which a property should bang in a compelitlve and open market antler all contli0ons requisite to a fair sale, the buyer and seller, each acting Drudemly, knowletlAeahly aM assuming Ne price is not affected by undue stlrtulus. Implicit in Nis tlellnition is the consummation al a sale as of a specified date and the passing of flue from seller to buyer under condition. whereby: (7) buyer and seller are typically mplivated; (2) bath parses are well Irapmletl or well advised, and each acting in what he considers his own best interest; (3) a reasonble time Is allowed far exposure in the gpen market (4) paymm Is made in terms al cash In U.S. dollars or in terms of financial artangemenls comparable Hereto; and (6) the price represems the normjl wnsitleration for the property sold unatlectetl by special or creative Anancing or sales concessions' grametl by anyone associated with Ne sale. ' Atljustnwrd~ to the comparables must be made far special or creative finncing or sales concession. Np adjustments are necessary for Nose osls which are mrmalN paid by sellers as a resod of Iratlitldn or law In a market area; these casts are readiN itlentiliabk since to getter pays These costs in virtually all sales tranactions. Speclzl or creative IlnancinA adlustmeMls can be made Ip the comparable) property by cpmpanson to financing terms olteretl by a third parry inslitutionl lender Thal is nct already Invpivetl m the property or!, Uansactiw. Arty adjustment Shouts trot be calculated on a mechanical tlol~ar for dollar cost of Nr financing or concession but the tldllar amount al any adjusmrem shpultl approximate the market's reaction to the financing or concessions based on the appraiser s judgement. OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT ANO LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to Ne following conditions: 1. The appraiser will nt be responsible for mailers of a IeAal nature that atlect either Ne property being appraised or the line to it. Tne appraiser assumes tot Ne tiae is gpod and rnrketahle and, therefore, will nl render arty opinions about Ne idle. The properly is appraised on the basis of it being under respmnslble ownership. ", 2. The appraiser his provided a sketch in the appraisal report to sMw approximate dimensions of the improvemerAS ark the sketch is inlutled orxy to assist the reader of the repo in visualizing Ne property and untlerstantlirlA the appraiser's determination of its size. 3. The appraiser h examined the available Ilootl maps that are provided by the Federal Emergency Management Agency Ira other data sources) ono has noted in the appraisal m whether the suhlect site is located in an idemaietl Special Fbad Hazaro Area. Because the appraiser is not a surveyor he or she makes no guarantees, expre s pr implied, regarding this tleterminaon. 4. The appraiser will not give testlmorry or appear In coon because he or she mane an appraisal of Ne property in question, unless specHic arrangements Ie tlo so have been made b IoreharM. 5. The appraiser Ids estimated the value mf the land in Ne cost approach at Its highest and best use ono the imprwemenls at (heir conlributmry value. These separate valuations lot the lark and imprpvemenls must not be used In conjuncaon with arty other appraisal and are invalid if Ney am so used. 6, The appraiser s notes in the appraisal repprt arty adverse conditions (such as, needed repairs. tlepreciaaon, the presence of hazardous wastes, toxic substances, etc.) ob ervetl during the inspection al the sublect property ar That he or she became aware of during the nrntal research Irwplved in pertorrNng the appraisal. U s otherwise stated in the appraisal report, the appraiser has no knowledge b arty hidden or unapparem corxleion of the Oropeny pr adverse emironmem I candlaons (including the presence of hazartlpus wastes, toxic substances, mc.) Nal would make the property more m less valuable, an0 has assumed that t re are no such coMhion aM makes n guarantces or warranties, express or implied, regartlinA the condition of the properly. The appraiser will not responsible for arty such coniitions tot tlo exist or for arty englnering or Testing Thal might be required to tliscouer whether such contlilions ekst. ecause the appraiser is not an expert in the field of environmental hazards, the appraisal report must rot be conideretl as an environmental assess nl of the properly. 7. The appraiser o lairled the information, estirretes, and opinions that were expressed in the appraisal report Irom sourws Thal he or she coniders Io he reliable and believes them to be trce and correct. The appraiser does not assume responsibility for the accuracy al such aems Thal were furnished by other paNes. I B. The appraiss vylll not disclose the cpnlenls oI Ne appraisal report except as provided for in the Uniform Standards of Profession) Appraisal Practice. 9. The appraiser Ias based his or her appraisal report and valuation conclusion for an appraisal that is su6jecl to satisfactory completion, repairs, pr alleratlons on Ne assumption Thal completion of the Improvemems will he perlormed in a workmanlike manner. 10. The appraiser ~ ust prmi0e his or her prior wnaen canem before the lentlegcliem specilietl in the appraisal report can tlistribme the appraisal report (including conclusia s about the properly value, the appraiser's Identity aM prafessipral designation, and relerenas to any prolessienl appraisal organlzatimns pr Ne Irm wiN which the appraiser is asspcialetl) to anyone other than the borrower, the mortgagee or its successors and assigns: the mortgage insurer; consullants:~professional appraisal prgardzatipn', any stale or leoerally approved tinanial instdNion', or any tleplrlmenh ageny, or instrumenlalily pf the UndeO States pr any slate or Ne Distncl of Columbia; except teal the lendegclient may distribute the property tlessription section of the report only to data collection or reports g service(s) wilhoN having to obtain the appraiser's prior wrinen consem. The appraiser's writlen consent and aDpmval muss also be obtained beforei the appraisal can be conveyed by anyone to the public tNOUgh advertising, public relation, nws, sales, or other media. Freddie Mac Fortn 43 6-93 Page 1 0l 2 Fannie Mae Form 10048 6-93 ', Diversified Appraisal Services ~. farm ACR -'WinTOTAC appraisal solrware by a la mode, inc. - t-600.ALAMDDE APPRAISER'S CERTIFICATION: The ADDraiser certifies aria agrees that. 7. I nave researched the sublect markn area and have setectetl a minimum of Ihree recent sales of properties most similar arrtl prmimate to the subject properly for coreidaaVan inl~ sales comparison arelysis aria have made a dollar atllunment when apDroprlate to rellecl the market neacbon to those ikm of signillcant vanatlan. h a sign) Icam ilen In a comparable properly is superior to, pr more favorable than, the suolecl properly, 1 have made a neAative a0justmem to reduce the atllustetl sales p+ice of the comparable and, II a siAniticanl tlem in a comparable DroPenY is imerior to, or less favorable thm the soojed property, I have made a positNe adjustme to ircrease Ne adlustetl sales price of the comparable. 2. I have taken imq consltleration the factors Thal have an impact on value in my tlevelppmem of the estimate al market value in the appralsal reporl. I have not knpwillgy withheld $ny siAntlicam irAOrmation from the appraisal report and believe, to the best of my knowledge, that all statemems ono ifllormalipn in me appraisal report are Ijue and correct. 3. I stated In me appraisal report only my own personal, unbiaseo, and professional arelysis, opinions, and conclusions, which are sublect only to the comingenl and tlmitinA corMllior~s specified in this Corm. 4. I have no prese or prospective Imemsl in the property that is the sublect to this report, and I nave no present or prospective personal interest or bias wi0 respect to the paN~Danls in tre transaction. I bltl not hale, either panialry or cpmplnery, my aralysis antllor the estimate of market value in the appralsal report on the race, color, r IiAion, sex. handicap, familial status, or national origin of either the prospective pwrrers or occupants of fie sublect prpPeM or of the present owners or occupant of the DroPerlies in the vicinity of the subjem prpperry. 5. I have no preser~1 or comemplatetl future interest in the subject property, and neiNer my current or future employment nor my compensaton tar pedprmirg this appraisal is continge on the appraiseo value of the property. 6. I was not requir to report a pretlnerminetl value or direction in value that favors the cause of me client or arty related part', me amoum of the value estmate. the aftainmem pl a peclfic resua, ar the ouurrence of a suhsequem event in order Ip receive my compensation ono/pr employment far pedormng the aDWaisal. I did not base ire app sisal report on a requested minimum valuation, a specific valuation, or the need to approve a sDecAic motlAage loan. 7, I penormetl thi appraisal in cprtlormity with the Uniform Stantlartls of Professional Appraisal Practice that were adopted and promulAatetl by the Appraisal Stantlartls Board al he Appraisal Foun0ation and that were in place as of the effective bate of tNS appraisal, with the exception of the tleparlure provision of those Stantlams, which b snot apply. I acknowledge mat an esgmate m a reasonable ame for exposure in the open market is a condition in the tlnintien pl market value and the estimate I oevekpetl is consislem wAh me marketing Ame noted in the neighborhood section of Ibis report, unirss I have otherwise staled in me recormlliation sectio 8. I have personal) inspected the imerier and eAaior areas of the subject property and the exterior of all properties kstetl as comparabks in the appraisal report. I IuNI¢r certify that I have npkb any apparent or known adverse condlDOns in the subject improvements, on the subject site, or on any she within the immediate vicinity of the sub) t property of which I am aware and have made atljustmems for these adverse corditlons in my analysis of the propery value to the extent that I had market evioenc to support them. I have also commemetl about the effect al the adverse conditions on the marketabilhy of Ihs subject property. 9. I pemomlly DrayDared all conclusions and opinions abort the real estate that were set forln in the appraisal report. If I relied on significam professional assistance from an~ individual or iMivitluals in the performance of the appraisal or the preparation of me appraisal report, I have named such irkivitluapsl and tlrsclosetl the specA c tasks pedormetl by them in the reconciliation section of this aDPraisal repprl. I certify that arty indlvltlual so named is qualllietl to perform the Iasks. I have no authorbed arrypne to make a change to any item in the report; therefore, it an unaNharizetl change is mane to the aDDraisal report, I will lake no responsiblliry for 1. SUPERVISOR APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she cerlifies ono agrees Thal: I oirecty supervise he appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the stalemerns and conclusions of the appraiser, agree to be bound b the appraiser's cerldlcalions numbered 4 through 7 above, ono am taking full respons0111ty far the appraisal and the appraisal report. pDORESS OFPROPERTY APPRAISED: 46181oserville Rtl Newville Pa f724'I APPRAISER: !, SUPERVISORY APPRAISER (only if required: Signature' ? Name. S Dale Signed: Oz State ColilicaAOn or State License # State: Pa E>piration Date of Signature: Name: Oale Signed: State Cenificalien #'. or Stale License p: State'. Expiration Date of Certification or ^ Old ^ Dld Nol Irspep Pnaperly Freddie Mac Form 4~9 6-93 PaAe 2 0l 2 Fannie Mae Form tAD4B 6-93 Form ACR -'Win70TAl' appraisal software oy a la mode, inc. -1 ~60PALAMODE Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 08/2011 Page 1 of 1 Total Price Total Value Total Interest YTD Interest as nnn nn 813.510.40 45.510.40 4230.40 Bonds: 1-16 of 16 1l Issue Next Final Issue Interest Seriall # Seriespenom Date Accrual Maturity Price Interest Rate Value Note M674795165EE EE 'x$1,000 08/1996 02/2012 08/2026 $500.00 $344.40 1.67% $544.40 M674795166EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.40 1.67% $844.40 M67479969EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.40 1.67% $844.40 M67479968EE EE 1,000 D8/1996 02/2012 08/2026 $500.00 $344.40 1.67% $844.40 M674795i67EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.40 1.67% $844.40 M 67479970EE EE 1,OOD 08/1996 02/2012 08/2026 $500.00 $344,90 1.67% $844.40 M67479963EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.90 1.67% $844.40 M67479964EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.90 1.67% $844.40 M67479977EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.90 1.67% $844.40 M67479978EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.90 1.67% $844.40 M67479976EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.90 1.67% $844.40 M67479975EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.90 1.67% $844.40 M67479'.i74EE EE 1,000 08/1996 02/2012 08/2026 $500.00 $344.90 1.67% $844.40 M674795i73EE EE x$~1,000 08/1996 02/2012 08/2026 $500.00 $344.90 1.67% $844.40 M67479972EE EE $1,D00 08/1996 02/2012 08/2026 $500.00 $344.40 1.67% $844.40 M67479971EE EE $1,000 08/1996 02/2012 08/2026 $500.00 $344.90 1.67% $844.40 '' Totals for 16 Bonds 8 000.00 5 510.40 $13,510.40 otes NI Not Issued '. NE Not eligible for p~yment P5 Inc:ludes 3 mont interest penalty MA Matured and not earnin interest http://www.treasurydi~ect.gov/BC/SBCPrice 11/7/2011 Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Resultis for Redemption Date 08/2011 Yage 1 of 3 Toi:al Price Total Value Total Interest YTD Interest x,000.00 $8,444.00 $3,444.00 $144.00 Bonds: 1-100 of 1L00 Serial # Series Denom Issue Next Finai Issue Interest Interest Value Note Date Accrual Maturity Price Rate C572530608EE EE ~, $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C5725306Z4EE EE ~ $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530623EE EE ! $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C57Z530622EE EE '! $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530621EE ~ EE 'I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530620EE EE '!. $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530~619EE EE ~ $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C5725306Z6EE EE li $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530625EE EE ~I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530618EE EE li. $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530617EE EE !~ $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530610EE EE I~ $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530614EE EE !. $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530611EE EE i $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530609EE t EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530607EE EE $100 07/1996 01/2012. 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530613EE EE !, $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530612EE EE '!i $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530615EE EE 'I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530616EE EE ~ ! $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530606EE EE I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530605EE EE !i $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $64.44 C572530604EE EE '', $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C57Z530603EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530602EE EE ~i $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67°/a $84.44 C572530601EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530600EE EE ~!..i $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530598EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530599EE EE j $100 07/1996 O1/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530597EE EE 'I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530587EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530588EE EE ~'I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530589EE EE I, $100 07/1996 01/2012 07/2026 $50 .00 $34. 44 1.67% $84.44 C572530590EE EE 'I $100 07/1996 01/2012 07/2026 $50 .00 $34. 44 1.67% $84.44 C572530591EE EE ~', $100 07/1996 01/2012 07/2026 $50 .00 $34. 44 1.67% $84.44 C572530592EE EE ~'~,, $100 07/1996 01/2012 07/2026 $50 .00 $34. 44 1.67% $84.44 C572530593EE EE ~! $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 ~!C57Z530594EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 'IC572530595EE EE I. $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C572530596EE EE '. $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57Z530577EE EE ! $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C572530578EE EE ! $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C572530579EE EE '. $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57Z530580EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C572530581EE EE $100 07/1996 O1/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 http://www.treasurydi~ect.gov/BC/SBCPrice 1 1 /7/2011 Calculated Value of Your Paper Savings Bond(s) Page 2 of 3 ~57253C1582EE EE $100 07/1996 O1/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 ~57253C1585EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 =57253C1584EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 ~57253C1583EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 ~57253C1586EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57253C1576EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 ~57253C1675EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57253C1674EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57253C)673EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57253C1672EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57253C1671EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57253O670EE EE ! $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57253()669EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C572530668EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C572530667EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C572530666EE EE i $100 07/1996 O1/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C57253(I665EE EE ~I $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C572530664EE EE !I $100 07/1996 01/2012 07/2026 $50. 00 $34. 44 1.67% $84.44 C572530663EE EE ~!! $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530662EE EE ! $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530661EE I EE ~ $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530660EE I EE ~~ ~ $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530659EE EE I, $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530658EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $54.44 C572530657EE EE IC $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530656EE I EE !, $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530655EE EE !~, $100 07/1996 O1/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530654EE EE I $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530653EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530652EE I EE !, $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530651EE EE ~~ $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C57253(1650EE EE $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530649EE EE I $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530648EE EE ~I $100 07/1996 01/2012 07/2026 $50. 00 $34 .44 1.67% $84.44 C572530647EE EE $100 07/1996 01/2012 07/2026 $50 .00. $34 .44 1.67% $84.44 C572530646EE I EE I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530645EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34, 44 1.67% $84.44 C572530644EE EE $100 07/1996 01/2012 07/2026. $50 .00 $34 .44 1.67% $84.44 C572530643EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530642EE EE I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530641EE EE 'I $100 07/1996 01/2012 07/2026 $50 .00 $34, 44 1.67% $84.44 C572530640EE EE ~!I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530639EE EE '! $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $64.44 C572530638EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530637EE EE !, $100 07/1996 O1/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530636EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530635EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530634EE I EE ~! $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530633EE EE ! $100 07/1996 01/2012 07/Z026 $50 .00 $34 .44 1.67% $84.44 C572530632EE EE !! $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530631EE EE I $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530630EE EE $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C572530629EE EE '~, $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C5725306Z8EE EE ! $100 07/1996 01/2012 07/2026 $50 .00 $34 .44 1.67% $84.44 C57Z530627EE EE '~ $100 07/1996 01/2012 07/2026 $50 .00 $34: .44 1.67% $84.44 ' Totals for 100 Bonds $5,000. 00 $3,444 .00 $8,444.00 I ~ NI Not Issued NE Ncrt eligible for payment PS Includes 3 month interest penalty http://www.ireasuryd ~~recl.govBGSBCPrice 11 /7/2011 VKKD 1 V 1N 1V BANK A TradiCion of Excellence December 5, 2011 Law Offices of Sai~iis, Sullivan & Rogers Cayle D. Swindler,;, Legal Assistant 635 North 12`h Street, Suite 400 Lemoyne, PA 1703 Fax: 612-5805 Re: Estate of Jane H. Branson Soc~al Security Number 320-38-3076 Dat$ of Death 8/14/2011 IT IS HEREBY CI~RTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE FOLLOWING AC OUNTS WITH ORRSTOWN BANK: CHECKING ACCCpUNT Account No.- Account Type- Date Opened- Date Closed- 106800295 Money Mazket 12/29/2005 10/17/2011 Joint Account (name/date)- No Balance- ' $8,293.38 Accrued Interest- $0.23 CERTIFICATE OF~ DEPOSIT Account No: Account Type- Date Opened- Date Redeemed- Joint Account (namle/date)- Balance- Accrued Interest- 5060062560 18-23 Month Growth CD 1/28/1999 10/18/2011 No $11,309.07 $4.74 2695 Philadelphia Avenue Chambersburg, PA 17201 7.888.ORRSTOWN p M~s~ 499 Michell Road. Millsboro, DE 19966 Adlus[men[ Services Phone 8A8-502A349 P az (30?)934-2955 November? 2011 Saidis, Sullivan] and Rogers 635 North 12u' ~treet Suite400 Lemoyne, PA 17403 Estate of Jane H Branson Social Security: 320-38-3076 Date of Death: Aueust ] 4. 2011 tic; R ~ ~~, Dear Sir or Mada Per your inquiry n October 27, 2011, please be advised that at the time of death, the above-named decedent had on deposit wi this bank the following: 1. Type of A ~ccoura Savings Account Account umber 15004201743477 Ownersh [p (Names ofJ Jane Branson Opening ate 06/14/00 Balance n Date afDeath $27,744..14 Accrued' Jnterest $ .23 Total ~ . ____. _. $27 744 77 2. Type of ~ ccount Checking Account Account Wwntier 1271865 Ownersh ip (Names o~ Jane H Bratron Balance din Date of Death Accrued~lnterest Total 03/05/96 $53,133.98 5 .29 $53, I i4. Z7 ,,. 7ypc of Accoeuv Accow~t Number Ownership (Names ofJ Opening Date Balance oro Date of Death Accrued In¢erert Total 4. TYPe 4f= Account (Names of) Opening LPate Balance o)7 Date of Death Accrued lrhterest Ii Total 5. Tvpe of~ Accotmt (Names a fJ Opening ate Balmrce. t~n Dalc of Death Accrued ~rner-est Total II 6. Tvpe af, Account (Names oft Opening Dare Balance yin Date of Death Accrued ~nterest Toml ' Lutividtral Retiremem Accourv 35004200310495 Jane Branson Esther Mueller (Beneficiary) 06/15/00 $6.622.00 $ 16.44 $6, 638.44 Certificate of Deposit 31003916444943 Jane Branson 03/30/07 $13.070.70 $ 180.53 $13,191 ~? Cemficate of Deposit 31003916447197 Jane Branson 06/16/06 $12,610.33 $ 10.37 $12,620.70 Certjficatc of Deposit 3100391/161279 Janr Branson 0928/91 $12,435.7/ $ 23.87 $12,459.58 I ~ ~m 'pey ~o c~~ap ~eein)ee~NVroe6 ~. ' V) N a N O N ~ ~' a ~ ~ ~, m y N i O ~ ~ ~' ~ ~ J o ~ ~' I Z _ cr ~ I I O W m II i Q ~Xta ^ W F' F I 6 a w~~g . _ ~ I, ~ ¢ m i Il Z n ~ i ~ ml W O ~ ' l W ¢ ~ o t ~ ~, w i f2- O a0 Q ~ ' 6 M N N 0 0 ~ ~ t`7 ~ i °~ ~ ~I N NO N . ~ _.. l ~ m m ui N c0 fL Q~ ~' J Lfl ~ U'I ~ F- ru ~ p W m Z .. m ~ D .. J O= ~ J } Q' ~ Z F z o ~ w ~ _ z Q Z Y F ~ U w Q W U ~ Z ~? e atl ~ ~ O W U ~Z W ~ Q UnitedHealthcare Insurance Company P(~ Box 105133 Atlanta, GA 30304 so~nacra~Amosoo~ ESTATE OF JANE H BRANSON 461 BLOSERVILL~ RD NI?VWILLR RA 1?$41-9709 DATE. I 1 /03/2011 MEMBERSHIP #: 023?33942-I CHECK vUNIDER 101:5] CHECK AIv10UNT $298.00 AS YOU F:EQUESTED YOUR COVERAGE HAS BEEN CANCELLED, THIS RErUND IS FOR MONTHLY PREMIUIv1 PAYNIENT~ AFTER YOUR COVERAGE ENDED. IF YOU HAVE, ANY QUESTIONS, PLEASE. CALL TOLL FREE I-S~0-523-5800. Supplemental and Personal Health 4 Plans I,,.~,edb.UrritedHealthcare Insurance Company : rvtsos.~~u~~~n AIISnia,., 1A 903IJ4 ''"Two ~.H4ndred Ninety C~gl __._ __ any ' JPMorgan Chase Bank, N.A. Syracuse, NY '. DATE. 11/03/11 Ploneo Presanl Prortiglly for Paytwenl Dollar`s and-.Zero Cen'LSasz"""sx»"wnx:iVa.exsrwxxa~x w.+*xw"*u*zr~et8x*s JANE H B:RANSON RVILL"e RD f PA 17e41-B7D0 i u~0:OD0~0iL5Ln' 'r:02L309379t: 8L 990 311' •"",,•"„298.00 wxt wn wx xx. wYR mksasi3A+>x}. .r. . _ SIGNATURE' ~;' METRO ~" `~, ` mymet obank.com ~eposlls may npl by evelleble for immetllele wllhdrawal. Fw tl Funtls Irom your cash and check de eposlls made before B:bp pM, that buslnesa de will be poach will be evvllable to you on Ihv Ilrel Wenees tla Y consitleretl the tlay pt your tlepoail. Y eflar the tlay wa recvlva your tlepoelt B5 11:38 3/5/2012 1807 ***~+*5845 ` TIrDDDep $ 7,500.00 1546 CARLISLE COMMONS STORE118 ', 3MM 5/11 INT Y ouocoozstt Adams Electric Cooperative, Inc. ~.~i' 1338 Blglervllle Road /1~~~ PO Box 1055 Gettysburg, PA 173?5-1055 ~~.y~~ A Touchstone pn CooPexativc 7L.Y ~7i O 1-888-232-6732 www.adam8ea.coop MR53 1 JANE H4BRANSON EST C-1D p_Z~43 461 BLOSERVILLE RD NEpVILLE PA 17241-9709 h~lp~~ir1°tlh.,tMd~IPIIPIIIIIPI°IIItI~IIIIIIIh~rP Reti RETIREMENT SUMMARY ~I. ' fi5 19 YEAR AMOUNT , THIS RETIREMENT -_ 1993 46.33 CHECK AMOUNT 65.19 65.19 Jttdividttal Retirement Accomet 7ync of Accown Account Nwatt~et 3500420031049 Ownership (Names ofl Jane Branson Esther Mueller (Beneficiary) Opening Date 06/15/00 Balancr on Date ofDeath $'6.622.00 Accneed Interest ~ 16.44 Total ,8'6.638.44 Tyke a fA'L.~.~t~~it Certificate of Deposit 4 F "umber Account l~ 31 003 91 6444 943 O+w2ersn.,p (Names ofl ~ Jane Branson ~Date Opening 03/30/07 Balance bn Date of Death $13,070.70 Accrued~l/nterest g 180.53 Tata! $!3.191.23 5 Type gf,~ccount Cernficate of Deposit Account ~ Number- 3 1 003 9 / 6441 1 97 Owners~tip (Names of) Jane Branson Openin~y Dare O6/lG/(16 Balanc'~ on Date q(Deadt 872,610.33 ACCrue~'IrllcreSl ~' 10'37 Tatai ~! .812.620.70 ~~_ T~~pe nj~ Accouru Cenifica~u~ n7 Deposit Accow~t IJi,maber 3 1 003 91 1 1 612 74 Ownership (Names qJ) Jane Brarvson Opc+nirjg Date 0928/9) Balance on Date of Death ~fi12.435.71 Accrued ht.lerest $ 23.87 7?~tal $/2.459.58