Loading...
HomeMy WebLinkAbout12-18-12 M J 1505610105 REV-1500 EX(o2-11)(FI) ti7 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes FAt E"" County Code Year File Number PO BOX 28o6o1 INHERITANCE TAX RETURN a~ ©y~ 3 Harrisburg PA 17128-o6o1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 010-01-9759 03/15/2012 09/21/1919 Decedent's Last Name Suffix Decedent's First Name MI McIntyre Margaret E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW COD 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) COD 6. Decedent Died Testate O T Decedent Maintained a Living Trust 8. 'Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytim,p;elephone N6 ;&r Lisa Marie Coyne, Esq. (7177 0464 c R9G,),*Ee:OF V62 S US , ~Nl_ ::a > r-- N f 0 M co First Line of Address C Coyne & Coyne, P.C. Second Line of Address 3901 Market Street City or Post Office State ZIP Code DATE FILED Camp Hill PA 17011 Correspondent's e-mail address: ~ve91%.e cvy've- cv n Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it i correct and c e. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA OF PERSON PONSIBLE FLING RETURN DATE DRES Lisa arie Coyne, Esq. 3901 Market Street, Camp Hill, PA 17011 SIGNAT RE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J 1505610205 REV-1500 EX (Fl) Decedent's Social Security Number Decedent's Name: Margaret E. McIntyre 010-01-9759 RECAPITULATION 1. Real Estate (Schedule A) 1. 2. Stocks and Bonds (Schedule B) 2. 133,974.50 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. 4. Mortgages and Notes Receivable (Schedule D) 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 106,605.75 6. Jointly Owned Property (Schedule F) O Separate Billing Requested 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 194,797.40 8. Total Gross Assets total Lines 1 through 7 8. 435,377.65 9. Funeral Expenses and Administrative Costs (Schedule H) 9. 27,229.14 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) 10. 17,058.39 11. Total Deductions (total Lines 9 and 10) 11. 44,287.53 12. Net Value of Estate (Line 8 minus Line 11) 12. 391,090.12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 13. 388,775.12 14. Net Value Subject to Tax Line 12 minus Line 13 14. 2,315.00 TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable - at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable 2,315.00 347.25 at collateral rate X .15 18. 19. TAX DUE .........................................................19. 347.25 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 J REV-1500 EX (FI) Page 3 File Number 2 Decedent's Complete Address: DECEDENT'S NAME Margaret E. McIntyre STREET ADDRESS 100 Mt. Allen Drive CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 347.25 2. Credits/Payments A. Prior Payments 3,000.00 B. Discount 17.36 Total Credits ( A + B) (2) 3,017.36 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 2,670.11 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ❑ 0 b. retain the right to designate who shall use the property transferred or its income ❑ c. retain a reversionary interest ❑ d. receive the promise for life of either payments, benefits or care? ❑ 0 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ❑ 0 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ❑ 0 4. Did decedent own an 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 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 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 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 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 child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [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(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret E. McIntyre 21-12-0413 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Investment Account No. 005-318884 (as of March 31, 2012) 105,785.13 2. 57 shares of MetLife stock at $38.41 /share 2,189.37 3. 26, $1,000 HH US Savings Bonds Numbered M5999961 through M5999986 26,000.00 TOTAL (Also enter on line 2, Recapitulation) $ 133,974.50 (If more space is needed, insert additional sheets of the same size) m 21 r Cl) OD r :w N v 1V\ V 0 O M ° Pe ~ ~ ~ N O CD rn T O ` N Y 69 ° 4 6y _ r N F o N M ~ ~ 1'L v U N N U C ~ h U L ~ ~ _v s u ~ a O uti o N O N = J ~p LL -tl a) Q ELL O ro E 0 ~ Q y s° (r z 0 a) cc _ o a Q 0 LL ° G O 0 E- - o W S 3 LL o o vW O W~ I O c O J n v 9 cc Lu Z E- J d u W Z Z W > > W FQ- LiJ o O ro ro a ti v 2 coo O y ago ~U~ o ~ ao ~ ~ z o v o v cr y > O O R-Mumftw _U o J C M Q [ o ai c O ~ w Z F. O y m O N w~ ~ z~. c E M C7 m C Y U 4 v to o a y E- n N °ro° o ° ¢ r M cr, U~~Q E' pZ cl~ o OW x ~~WO Q n-~5 .y s y oZ a YJ wj c C 3 z~ Z(a/1~J Q O ro v y y p U o J CL ~y ~L' ro ro o W W O O F C v s(WgN ro ro.U 7 a~~U \ON ZuMu LL MET Historical Prices MetLife, Inc. Common Stock Stock - Yahoo! Finance Page 1 of 1 New User? Register Sign In ti ;'.p Upgrade to Safer IE9 Mt1 M Y' r. Search Search Web E HOME INVESTING NEWS PERSONAL FfNANCE~ Pv7Y PORTFOLiQS EXCLUSIVES FANTASY FINANCE A'nr 2 201.2' . 4 f.9pm F.I:iT - US 'vlarkets are dobl-d Get Quotes Dow t0.69% Nasdaq 12.301 E*)r TRADE M.Pritra~a MET MetLife, Inc. (MET)- NYSE Add to Portfolio Like 41 35.97 t0.39(1.10%) 4:01 PM EDT I After Hours: 36.06 t0.09 (0.25 % ) 4:42PM EDT- Nasdaq Real Time Price Historical Prices Get Historical Prices for: GO,; oiass Set Date Range a Daily Start Date: Mar 15 2012 Eg. Jan 1, 2010 Weekly - EndDate: Mar • 15 2012 Monthly University I Dividends Only of Phoenix, Get.: Prices. i First Previous Next Last Fin,.l nine or Prices C, j r1 p j s € egree Date Open High Low Close Volume Adj Close* Prog' r~i iIs. Mar 15, 2012 37.43 38.45 37.32 38.41 14,170,400 38.41 * Close price adjusted for dividends and splits. r First Previous Next Last Download to Spreadsheet Currency in USD. j I carat - wn . (Oeccerai ~ T,•<hnoior,V 6aa~~a% '.1as[ea I Learn More Crop} gi .,ai 2012 Yahoa'inc. r.... _a.y F;i„}-.,bx.Our,-.,:n msof r p, seoi 4.edbach Yahoo!-ABC News NewOtK Quotes for NYSE. Nasdaq and Real-time and sours I Fr " -ot available rorn W .S. >ces ~n i' a,apear delayed frorn ti unary listing source. See also delay t .Fs for of .,r e c other, .o : _.hon su ed on olio Yahoo' Finance pars ter pacge.Owore , are. updated autos s:fi:,a y. but will b ; turned (,,if after 25 mnu es ;st to, mr, •ni purposes only, nor mlended for irpc n,; purroses or advice Neither Yahoo no, any of mdependan _ ~-1 ' il c y yak o: rellar,rce on :nfor. ~atic,r: cc;nra2ed herein By access: g he Yahoo' siie. you agree no'. ro delis ate , Fundamental company date, a _ rl .nart data and de .;oded by Commodity By ns. In (GSn. I tt_..:ationa f.i_;drical r . rt Yata. daily updates, fund summary, rand perf,nnance.: : a' ,tar Ind.x data pro, dud oy Nlon .ngstar. jrna http://finance.yahoo.com/q/hp?s=MET&a=02&b=15&c=2012&d=02&e=15&f=2012&g=d 4/25/2012 - -C 3 121. ut 15:VNI2 2t)1 I 1 E i - Eh" 5 P' A•~/ Ol-C-01 975 09_ 1995 ~ _NJ-ARGAR T AWOR ~c T T z ~ - 3b5~ WALN41 5T ~ CAMP HILU,IPA 17 9~ M5999986NN 0041 414,09 6291 01 7 7000 5 99998LiP ~L1 ~ } e~' ~S C xz yi e~~ u o ~~ti z ~asE3xY.zt3 ' , G:41... ;c4P~'7C'4'= T°~sr SERIES lp~tT'j~ ( t..~t~ri~~\'~jG~ ~j~~y w+4 INTEI;CST GE45E5 =o Yll -1 i`•••f ri'J 1A i5 JC vATE '~F z 0-01 "977 "fA A-fQO2 MC3NTYV?;:' r - 3365 WA04UT SI' a X34 ,r Yt Tom ; ` 05999985 ; - - M59999ESHH 414n96291017 15 000 599998 5 F a `,eie u w a t a~ dT ~~C 1 P 7 - 1,1-➢JZR • El-1 : ran. 3~al-ol~ t.," kn\l a~- 4 SYnt~. tr fiE T h5 Y i n.>M .~c vFT_ C to :19-- 7-9176 1 MARGARET. ELLA NC3TS,.MC INT:Y.RE 3, ~ r 3765 WALNUT T t CAMP HILL. A 170p`1 0599998+ p 14 00059999841 17 5 0040962910 4 '3~c' .~c r -v r rc "sup ..~'.T eF"„~y."~ .c-~ •--a,~-~•--~--~--9•- ' NTLALS-c~yYEARS .I' "C' SSUE DATE OF . ~ ~-DI 9.759 09. 1996 _ MA4GART EL F taR M N t i f '>r+ `35~ W, L'VU7/ 059999-$3 ? MSy9998~HH 9 0 4 14 Y D? L5 i' D00 5999 98 3li' q' ~g~-~ ~..v++t2<7, _.5~~1 ~2J~~.- - TLABj F" I- ~!"5PA ( R"3~'i tY F dth.'~ } ',Lµ r L E S t I zc o~ ' ~fJ.J ~ M"Lic UAT6 0 f3. 010-0-1-.9.75. 09 1496 MARGARET . EL EA, OR,,MC3NTY`R-E ~r -3365 WALN U T n LAMP HILL. 1701 r 1 41 ~t 05999982 is D 724_ 7$ H L5 3000599998211' N 0041 4096293017 M1 G I- w MP A SEiti~ES`:~~11 _ INT. c T Cc SEE ao enae _ _ ,~ry`. .t~ ROM ISSJE OATL Or 1J-I-iJ~ ? 3 ;aAR JAR EL _A'N43?c INTYE a ~I 33h5 WA LNlJT ~S CAIN P HILL, t I y 1 1 _ 0599998/ DErEiF,':" Tr z~4 M5999981HH L5 200059999B III- 50414D96291017 fit,„? 31 }'r4tirtlal~~'sf:S ~~r~ ITC ~ a 01 0-01 -3.759__ 09 _ 1.99 T LtA GINTi E MARGARn CC t a`oP' .Y ~~r'~ 3ALN T S C.APILL. PA r~ 7-3 O 3 ~ . 4 y Q599998Ct f 724.18: - V, S 9998HN CD41 4096291 01 7 L5 1 DD059999a1) ter. ~cyr~ -s~~. Lb ~ ~~-r ~ ~P~rs>.~. `4'3'~L~~i~~ ~•'F .,F T SERI YGAR ~ - <R." ISSUE oaTG qn - 1996 } 09 Yet A. . OlD-"1-9 5? } w A 0 PdN3IN h 1AK GA R w.: ati s # E, '-WA N T ST + "n t m' CAMP NI L" PA 7x11 7 2~ . t - M59999~9HH 0 0 0 0 _ ^414D9c~ -1017 599 99 ~ 9 I) 0 1_ "Fp`ffi~~'^=ffi~ @f d u ti: ka---m~3 r° -acs *s-'F . e k,` 1 ~ ~ I --A. _ t ~E- _ - t2SL I'T1JSOIZ~ t44`~t13.:t11 ~1f.:1.T. a^s`- ~r TEk _3 l - ~9-- 1 935 --0-10-01-R759 I YR~- AiARGAR c-T( EL AN0R f~ 14T 4 C3 65 ~,AL~J UT P T 1r q k AMP A 17 . .1.. 05999978 r~ 724.20 r M599g9~UHH 4 I~ 0041 4096291017 15 loo0 5999'1 7 811' SERIES NII~'CI) wTFZFSrcenseszovE as ISSVG SATE OF 19 r. `s T N CAAr NILL~j FA 05999977 ,a M59999~~HH 0041 4 X96291 017 L 5 ~a 9000 5 9 9 9 9 7 7!i' SERIES -t~ c iss :c b'Nil '=I 01DrOl-9759. 09 -1996 i MARGARET LE t4OR i -fWT,Y 6-5 WA(? T S T CAMP H I L; PA ~i 7 1~ f t ?:ter; - 1„f C ~ r S 77~~ =F Pt~._., zt_~ 724.20 M59999~bHH 1 OD414096291017 L5 8 0 0059999 7 E0 _ . - ~ - ' . , t _^rtt o-g fi .vcr , ~ - d.~,•.,,,[ . F' _8.......t. ~Rr?!• hY.ocaa _ ,,,.•5:a.;~. } 4 W d~ OAF s'SCff- ! 1~, 1 1~ ._1d 7~ 4Yft7, 7 t 1 M1 4 4 i to.L, .JY"j I' SERIES t TCRES CC~/S 520 YEARS tROM ISSUE DATE OF _X10--i i 975 ;p' ✓ MAR GAF: Ett LEAN01~ ki.: '('R~ a r 3365 WkLN T S ' CAMP HILL, PA y 05999975 7?2. M599997SHH DD414396291 D17 4000 5~9 99 9 7 5'i" - ...F . . ......,3... .:~yS...,i ~ l..L . .a~~rn+~-a.:^:*, n... v.;rt ~ c~ :.<SS.B363~ ....,1... 1 r k _ j~;~•~ ~t; gi I , ~i .c~~~~) c i~ r 1~1 tr~ ~ - IE~1 d ~lIT:I~II{lil ~a"~ 'Y7 INTF~CST Y 010-07-9759 Pr f' 09 1 9963 ARGARET Y- -3 AN0 "gym YW3b5, -L U ST WA LL. A 1 0,11 1 * r, 1Y 05999974 1 ~~I 7 2 4 M59999~4HH~. ~D414096291ol7 L~ 60009999 74ii' T [4'~j~,j't 7y'-~~~IE 'jj~~i't 1JLI3 s {t)'tlt t 2:~:{)fit ?i 3) ~f)'~t [:~\s> 1 ,r:T uo T CLASES 2C'EAI 09 1996 NANO th`MC 1 31 i 'W.a ✓ • '?BAR GA n~~ '3363 W ~'L N U ST ~t CA`'1r HI►LL~ PA 1 4. 1 F yam, 05999973 M59999~gHH L 5 00 5 3112 ~,0414U~?6291017 ;r 99997 i13tt T51~ ~s ~~~E ~iv~4d' i~au C~V .^-_1 _ 'SERIES11~ f, 01 0-01--975 9_ ~J9- _3 996 a CA.~,P HIL r PA joll'1 r; ~~,'*-:-f..,~ 05999972 p ~J iii 1. S , . 7z4 z _ _ M599 ~912Hr ~C~+a; fl9~291G17 R'4000 59999 7 2n` {~f)I~~Isl'~,{Q iS c`fi ~'vl~l)3{i'0'd~~~'~tiT!`r~ ~Nr res-ccn _o aenrz I- 1~~.•~'(-97.5 D9 1996 € a' 33,5 ,aA~LN T - ST tee. 05'99971 q HH LS ; 3000 59999 7 Li B. OD41 4 09629-1, Ql .-ter- - ».-w-~~.~.~.. -~•c---~ w... ~._,.T ceEt 2 ~z z-.u-~ ~ ~"'~~L •9 I i 6~~ l~ 1_ F {.a~~~.~ I) ~ dE" ~~,~z;: --•f~ ti SERIES: tf II J _fl1 i-97 9_ 9.- 1 9.96 t I' MAfcGA ~3 EELEAN OR ,MCIN7..Y{Q. . ;a + r` 3365 C UT J~~ a f C,Am p ILL,. Pi+~ f M59999~-DHH 15 R 20D0599997D~ C041 4096291-317 - ~ ~ ._.._....._.:,u`~~ .e,no~•, n~-,n, ,~.~.'°e - ~ t.a:aivh.Yd,~*.q - ,SERI 1,,.S1 3 _ iy~~ ~T112•I~Y!~~3t(~`~ I~l~ ~t,y~ lw~,~ } IN. E ST CflP.'ES 'ETA9 - - RCN.IE Sl1E GATE OF ^J ' fi'. ~J1-L 1 -9759 Cl9 1996 4RSk t:T AN.R M, INTYREe, 3 3 5 W L UT S T CAMP HIL , A 1?~ 1 05999969 -j M5999969HH 1 3J414C19i 91G17 0 0 0 5 9 919 6 91" :~{t SERIES HIt sI~I~Nllll~~)LI ~L~ lli lb~~~.~t~7~3 .it~in~~~ .t! L~.~ CI, riARc e' 0'# 0-01 -.9759 ✓.9. 1996 - P 33f~5 WA NUT"STi3~t I 4CI~7Y E i .a FF m CAMP flILL, P/lytr 17x11 J F ~z 05999968 -sr 724 2 7 15 ~ 0000 59 99 9 6is lie C041409629101 Js ( o~~~~n 71 TVTI~'~ Cc rt ~ ~ SERI,ES VNUi7~~"1...1` ~.`Ij _ St CCAS CS ~C YE R~N - FROM 1S511E OATS OF 6 09 1 ~F 1p r r MARG;xRr7 `E.,NOP -KC 1%"TYn~ ~ 'Yx 3365 ldALN 'ST x. ` U CAPIP HILL P 17D r ~ h 05999967- M599996~HH f T)l414 90-91017 15:000 599996 7{' VV~'~,, TNT'7~-{y ggpp 'IBi~ . _ _ ~ 115~SJ' C~ LAS [v Y1lJ f) a31'~i ~~~.r7' ' ~l ~~t~~ S ~a t1L Y9~t 1 ✓ ' lJERTE ra - s1 s iC OF ' 01.0-01-97590 9 1996 7i, - MARGA EANO' M CiNVYPA' ' 1 ° 3-3 63 f Rj u T, S T ~ ~ CAMP 14 LL. PA 1 X11 ~ ~ ~ 05999966 'E CJ0414096291017 LS ` ` "90005999966ii' ti _-iK.~,. 13 5 w`i', wrra sr-ccn eES:o vE ~a F k.~II ISSUE OA'!E Of r f 01 C-1-01 -9759 09 1996 -JI. 3 36...WA till ST _ CAIP HULL. PA 1 7T L ~d s F " ntz L~ F 05999965 7,-4,2-f2 v., M59999b5HH L ©D414~9o291G7 5 8 0 0 0S999965ii' ' k •FK n rt z z 2 p~t~7b ''"'may b u } g ~ S tZ F f liG~~~av~ + ,y SERIES t F - (t~`~l~~t~~ I~✓ : 1Y i!~,. 9~f~~', ~h. 4~~~~ 4n C.~C ~t -...~r,,. _ Fi'ot i55V~ GF ..CF 09 Q=01-9759. 09- 19.96 MAMA c ~"fA 0_i~ ~tC ~1TY"1 335 kLUT 5~ p At 7011 CAMP 05999964 74„2_ - M59999b4HH - - 1 0 00414046291Ci7 15 00599996 L. r ' 1 Y 1' ~ .IC' i- r/Y~ 77 qq d - F ~nc~ .1 SERIES - tt3 TEREST CEASE s zo vEARs I ROM, ISSUE GATE OF 010-01-9750 09- 19,96 M ARGARE7 =L"4A R MCNTYFr, ~t- 3 3 kA U T ST s CAM HILL -701 r 05999953. 724. M59999b~HH 0r)414-'96291017 15 ' ;DOD 59999El 311% ' t I flu G-10-G1-9759 09 1996 mARGAR T ;.£-L A#UOR GIA7~Y R~ UIST CRP9F' HI L, k 1 7 1I1 is a F 054999352 724.20 599996 1 I 5 0o414C9 291131 0 00 5 9 9~996 Dim _t r ~n_~., t t s=i ~ ~ . ~w Y~i_.s~..~~.'li'~a..,'1 ...3Yt~~._.~~..,.~.s"J~o'L'~7~_~_ r.~3> i. ~ ~ s -a'-5~ ~d i., Bt,.`~~l~tdvf ,a~ i~F'F4t:..'d i~ ~i~21~~', . ~.~83.: ~ S rt'..\ ' ~4~•~s~7a~.ctt~.n~f.W ~ ! ~ SERIESTIR i 1 JII * 1~ 1 tT~ Y~ t £FP OI+. IC~V LEOnrC PEARS ._.010-01 --9759.. yy D9 1996 -.a. {t[ g x. t1AR cGA WALT T~)STJ _11\ 05999961 i. .u..<U~. MS999961HH DO414C96291017 1 s s ' 400D 59999G Lip` j'. REV-1508 EX+ (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret E. McIntyre 21-12-0413 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Interest Checking Account No. XXXXXXXX0445 56,389.46 2. PNC Savings Account No. XXXXXX6389 7,927.11 3. PNC Certificate of Deposit No. XXXXXXX4576 10,094.59 4. PNC Certificate of Deposit No. XXXXXXXX7638 10,094.59 5. Coyne & Coyne, P.C.- Escrow Account of Client's funds 14,400.00 6. Miscellaneous Jewelry - See attached appraisal 380.00 7. Miscellaneous Household Furniture and Personal Property, see attached appraisal 1,935.00 8. AF&L Insurance Company, LTC Insurance Payments 2,568.00 9. 2011 Federal Income Tax Refund 2,588.00 10. 2011 Pennsylvania State Income Tax Refund 151.00 11. Cash 78.00 TOTAL (Also enter on line 5, Recapitulation) $ 106,605.75 (If more space is needed, insert additional sheets of the same size) lqf-e 4C THE VO'Y April 17, 2012 Lisa M Coyne Esq. Coyne & Coyne P.C. 3901 Market St Camp Hill, Pa 17011-4227 RE: M Eleanor McIntyre SSN: 010-01-9759 DOD: 03-15-2012 Dear Ms. Coyne: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Certificate of Deposit Account # 31000354576 Established: 04-07-2011 M ELEANOR MCINTYRE DOD balance: $ 10,092.39 + 2.20 accrued interest Interest paid 01-01-2012 thru 03-15-2012 $ 25.07 YTD Account # 31400357638 Established: 04-07-2011 M ELEANOR MCINTYRE DOD balance: $ 10,092.39 + 2.20 accrued interest Interest paid 01-01-2012 thru 03-15-2012 $ 25.07 YTD Checking Account Account # 5140040445 Established: 07-01-1964 M ELEANOR MCINTYRE DOD balance: $ 56,389.42 + 0.04 accrued interest Interest paid 01-01-2012 thru 03-15-2012 $ 0.37 YTD Savings Account Account # 5004056389 Established: 03-26-2003 M ELEANOR MCINTYRE DOD balance: $ 7,924.30 + 2.81 accrued interest Interest paid 01-01-2012 thru 03-15-2012 $ 34.99 YTD Investment Account The decedent maintained Investment Account # 5318884 For further information, you may call the Brokerage. Department at 1-800-762-6111. _ Page 1 of 2 Safe ]Deposit Box The -decedent maintained safe deposit box # 177 M ELEANOR MCINTYRE Located at: Messiah Village Branch 939 Oak Oval Mechanicsburg, PA 17055-8409 (717) 691-4091 Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, 4 National Financial Services Center PNC Bank, N.A. 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. If 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 notified that any dissemination, distribution or copying of this communications is strictly prohibited. If you have received this communication in error, please notify me immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed document. Page 2 of 2 SUMMARY APPRAISAL REPORT PERSONAL PROPERTY ESTATE Personal Property of the Estate Of: Margaret McIntyre, deceased d.o.d. (date of death) March 15, 2012 Personal Propery Locations: Coyne & Coyne, P.C. 3901 Market St. Camp Hill, PA 17011 & Capital Self Storage. 5160 East Trindle Rd. Unit E-87 Mechanicsburg, PA 17050 Clients: Lisa Coyne, Esq. Coyne & Coyne, P.C. 3901 Market St. Camp Hill, PA 17011 Intended Users: Lisa Coyne. Esq. Effective Date of Appraisal: d.o.d. January 11, 2012 Date of Report: October 4, 2012 is A ~aisat Se-rvices j45 N. Hanmxer St. i P. O. Box 24 ~-.-1 CdrhSle, PA J70,15 ("717) 243-3474 Ij infok~ ibisappraisalsxonn ~r-~-cribisappraisals.coni ~~s ,^~pFraisa~ ~"e.nices ~ri` e i c~ ? O TABLE OF CONTENTS Table of Contents Appraisal Scope of «'ork Appraisal Extraordinary Assumptions 4 Appraisal Hypothetical Conditions Appraisal Summary 5 Personal Property Listing 6 Appraisal Summary (Copy) Glossary 16 Appraisal Certification References 1 ,o Privacy Notice Statement of Qualifications 20 APPRAISAL SCOPE OF WORK I hereby certify that, upon the clients' request for the appraisal of the estate personal property of Margaret McIntyre, deceased located at Coyne Coyne. P.C. 3901 Market St. Camp Hill. PA 17011 and Capital Self Storage 51'0 East Trindle Rd. Unit E-81 Mechanicsburg. PA 17050. I have appraised the estate personal property to determine the Fair Market Value for the purpose of estate administration. estate taxes and equitable distribution between heirs. The effective date is. as of the d.o.d. March 15. 2012 and reported on November 08. 2012. The client in this estate appraisal is Lisa Coyne. Esq. The intended users of this appraisal are Lisa Coyne. Esq., and any other person(s) authorized b\ the administrators of this estate. The date of inspection was November 05 2012. I have personally and physically inspected the listed personal property. The personal property was found to be in fair to good condition, unless otherwise noted. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources (listed in the Reference Section) using a Sales Comparison Approach to determine Fair Market Value. [Fair Market Value is used in divorces and estates in the state of Pennsylvania.] A market data analysis with comparable sales transactions was used to reconcile the quality and quantity of data. A1 'alues are reported piece-by-piece. and/or as a xvhole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. All analyses, notes and paperwork are found in the workfi 1 e. 1, rn Ibis A~~j~raisa Services s ~17r'r cctor APPRAISAL EXTRAORDINARY ASSUMPTIONS CSR Assumes that the items are properly identified. APPRAISAL HYPOTHETICAL CONDITIONS ca There ~,vere no hypothetical conditions used in this appraisal. APPRAISAL SUMMARY T_ is lit in-, v}1In30n .u7tat as of a. M?.h 1 7i11 -,-,d rannrlPrl on ~',ox ember ng. ?0l?. the tl F the u^.a u. , j.,~. Fair Market t'alue of the Estate Personal Property of Marnaret TvIcInt\,re (deceased): (One Thousand Nine Hundred Thirty Five Dollars and Zero Cents) (S1.937.00) Ibis Appraisal . ; JSeYZ?1CeS 14 fyssa 'Lo1;?fc°}', p it ll Director f r The report must be read in its entirety. The appraisal Summart, 0A,-LY is not the qj2praisal report. PERSONAL PROPERTY LISTING De sk• Tu'ernierl l r,°es , ~entvrtcherr~~: rrz~ Fho~o~~at~h F,: Bro1-hill. $77,00 C--iO-ck• hhd ~ith nt►eth century ~ custom ho . ~ oak tall case clock. `Co»cs m` made oak body. Brass fac l1C,lf7 1~TI e $6i.00 J ~17c~«-I-- ?I~ Lam' Twentieth cer ' lamp. atury xood s>, and metal decoratilre table ~Qr,ti';;ti:etiryj 7 qnr $4.00 7 pi'le: in7 t i . f n'Iirror. enter t Caif-esp0r24'i~~ mold gall o rror r' pjlor©~rpfrije; , P'g $15.00 - - Dining - ' Roorrt u'enti ~A C et. Set includes t. T eth Cenrur hutch. buffet, table hardwood dining roo rajPlaorc~~,C and four chairs. m $325.00 r' 7 Files. 6 End Tables. Pair of matching twentieth eeniurv end tables. $16.00 i` Corresponding Digital Photogl-aph File: uno-5920.Jr~O I i d Chandelier. Twentieth century 5-arm electric metal j X8.60 chandelier with clear prisms. Coll-esj.?ondina Digital Photogra])h File: 'liar5921.irrg Glassware. Selection of miscellaneous glassware including $15.00 1 glasses, sherbets and celery/relish trays. • ` 0037-eS ondhi Digital Photograph File: 1'772 59?? pg~ 4 A } I 9 Candlesticks. Two matching sterling silver weighted (30.00 o, candlesticks. Maker: Mueck-Care. Col-i-espondilzg Digital Photogl-aph File: i777g_5 92-4,jpg E y ~ 10 Dish. Modern porcelain and sieriinz silver dish. Mal er: 25.00 Frank M. Whitincy. Pattern: Pheasant. Corresponding Digital Photo ,-api; Files: ilm? 592-7 S-'- . Itng 5926.lpg 21 Tea Set.. Twentieth centurvblue JaspervNare tea set. Set I $175.06 includes teapot. coffeepot, sugar. creamer. six cups S saucers and six dessert plates. C017"eSp017di11(, Dlgltal Phoiogi .i7 Fire III iing 7928,, pg o 12 Bookends. Pair of matching twentieth century hand-carved S20.00 I German Rlaci, Forest wood bookends. Subject: Man in hat smoklna pipe. C07-7-CSp071ai77g Digital Photograph File: in7g5929.,I11)g VS i .J. 13 Charner. Lame twentieth century Japanese Imari charger. I $12-5.00 CO7-i'esp077di77g Digital Photograph Files: im 931, ' I S, 1177g_5936.Igp 34 in?" 5933, i777o 14 Icon. Twentieth century egg tempera religious icon. Subject: $12.00 St. Patrick. Artist: Paul Manski. ua , C07-r"esp077di77g Digital Photograph Files: 7777859=16 iing_~ 9~8. jpg i I i i i i I_ Painting. Framed watercolor painting. Subject: Venice, Italy. $6.00 16 i Artist: Unknown. signature illegible. 9" x 12". i ' C077-esp0r7di77g Digital Photograph Files: hn-5949- _ n .s 7777g_.7971.Jj7g NEEL 16Painting. Framed watercolor painting. Subject: Venice. Italy. 56.00 Artist: Unknown, signature illegible. 9" a 12". Colrespo77di77g Digital Photograph Files: 1i77g 59-5 `i i777g_~93=1.jpg PalntlnL,. Framed oil on camas painting. Subject: Boats on ( 58.00 shore. Artist: Unknown, unsigned. 8- x 10" Corresponding Digital Photogl-aph File: i777g_93~.,Ir'?g ~a 18 { Painting. Framed oil on canvas painting. Subject: European 58.00 'icmn. Artist: l31k3iC?v,-n, slvnuiuil- 3llcle. lr`1" R j CoT-7esponding Digital Phoio_,~ral,h Files: 17TTQ X95 a f ~I in2g_jtij.)l~g 19 Print. Framed modern print. Title: Connemara Landscape. $5.00 Artist: Paul Henry 08'77-1955?. Corr°espoTZdiTtg Digital Photopwph Files: iTTZg_-9 8 & ~ a _ tT77g J 9J 9. T hg I -)0 Painting. Framed oil on board painting. Title: Winter in N.E. $20.00 f ster Catharine Murphy. OSF. Date: Lancaster. PA. Artist: Si March 1985. CorT-esponJiTZg Digital Phot,-Tiwoh Files: i1ng_5960- e-n _ 4 I 21 Painting. Framed oil on board painting. Title: Mechanicsburg $25.00 s y Countryside. Artist: Aileen Mal inowski. Date: 2001. ,CoT-l-esponding Digital Photogratah Files: iTng 596; in:g_59( 1.jtL,(' J 22 Painting. Framed oil on canvas painting. Title: Western $15.00 24 ; h ~ Ireland. Artist: Sister Catharine Murphy, OSF Date: 1989. CoT°T-csynondiT2g Di,,ital Photo-7-auh Files: iTng X965 23 Painting. Framed oil on board painting. Subject: Barn. Artist: $30.00 Dick ikon. Corr°esr)077di77g Digital PhotogT°a_?I: Files: iTa7g_Gi, i tTT1~_ 0")9GC iT~.✓-4 I j`; "~7 ^r_ 24 ! PaintinE. Framed oil on camas painting. Subject: Church. M-5.00 ` Artist: Sister Catharine -NIurphy. OSF. r , Co77"espondin Digital fl/?OIOg7"a1J/? Y 17eS: ill? _J n7V, irl?g 5971 c~ ilng_59i3.JJ1 ? I I Flatware. Twentieth century silver-plated flatware service for X50.00 eight including serving pieces. Maker: Community. Pattern: 4 M • k. South Seas. i Col-i-espoi7dil~g Digital PI?otogr"aph Files: inag?97- i in?g 5976. jPg I I ~ 2b K ` Candlesticks. Two twentieth centurti pressed glass 4.00 k" candlesticks with Mass prisms. i ColwesPonding Digital Phomgl"ap1? File: I7?7 g_:)97IVITS i 27 Television. Panasonic humpback color television. $10.00 F - Cohr esporadil?g Digital Photogl°aph File: ilno_~978 ipo k b ?5 Bookcase. Small twentieth century hardwood bookcase. 535.00 i _ Coiwespondino Digital Plhotogral-h File: I177g_59INJ I 'r I r 2Q Lamp. Mid-twentieth century Goebel Hummel lamp. Boy 550.00 I f i lamp title: Out of Danger 4+8. Col-r"es ondil7g Digital PhoroT, MIA Files: ill?o 79SO- ! f i i711g_9J 8.4. jl)g ,0 I yt. Lam . 7id-tom entieth century Goebel Hummel lamp. Girl j80.C)0 ry lamn_ title: Culprits ..1a, y, Co7->-esp017diI2 D.~Qital Photogp°aph Files: 1"17721-59 85, +r_ i.•' it?tg_9S6. iltl~_ c?91 i11ro j0 92~~g i 31 Painted Silk. T\~entieth century framed and matted scarf ~a°ith X8.00 painted Eastern Orthodox church landscape painted on scarf. Correspor?ding Dizital Photograph File: ira,g 599 32 Painted Silk. Tv entieth century framed and matted Japanese 525.00 painting on silk. Cori°espoizdil~g Digital Photograph Files: ilng X99-4 inig_5996.JPg ti33 PaintinL,. Framed oil on board painting. Title: Maine's 520.00 Boathouses. ncisr: Joanne Weber. ' Cot-i°espondhig Digital Photograph Files: i7lg_5997- ~ img_~9ga_~z,o 34 ~ Etchinz. Earle m, entieth century framed and matted $30.00 Rottenburg. German hand-tinted etching. Subject: German male. Artist: Professor Paul Geissler (German 1581-1965). ? CoiwesrondiMQ Di!ital Photo~raph Files: 1'77?g 6000- - irn,0_600? 1,Po 1 1 of 335 E,tchinL,. Earle twentieth century framed and matted ~ S30.00 r - Rottenbur~. German hand-tinted etchin7. Subject: German i ~ female. Artist: Professor Maui Geiss;cl Gernnan iSS! 1?~~:? ' Co7-7-esp077di77g Digital Pliotograph File. i177g_60 7-4- 6007.JPg I i F I I 36 Chair. Twentieth century plush arm chair. ~ $35.00 C07-i-espo77ding Digital Photograph Filc: in7g_600,, . p0 i I I 37 Side Table: Twentieth centurv oak occasional side table. $15.00 CO1-7-esp077d1'77gDi_;itol Pholog7•aph File: img_60C~a.ipg I 38 Chair. Twentieth centurN Harvard commemorati\e Vv' indsor ! 550.00 chair. Maker: Nichols & Stone. t . t< Cor7-esponding Di,(, italPhotograph Fiie: ir77 _0 _6010.j w ~f +r J~ I _ I I I I 39 Table. Twentieth century occasional table ,K ith one drawer. $25.00 Corr-espo»d' 1 Z, n- Digital Photograph File: i>>7g_6011.J1)g I i y 1 40 Chair & Ottoman. Twentieth century floral fabric wingback K OM tT f chair and matching ottoman. Cori-esponding Digital Photograph File: i772g 6012.jp g 3 ` 5.4 41 Chest. Twentieth century cherry chest of drawers. 545.00 Corresponding Digital Photograph File: ima_6013.i1,?g i42~ , Tray Table. Inlaid mixed \vaods collapsing convertible tea $40.00 tray and tea tray table. Top inlaid t. . is older than the convertible folding base. Corr-espondinga Digital Photograph File: i177g_60J4.1pg w i 43 Ottoman. Twentieth century lush cream colored ottoman. I ~ p. ~ 's 15.00 Corresponding Digital Photograph File: irng_6018.;pg A I I J s I 44 Sofa. Twentieth century plush cream colored sofa. $20.00 I c Con-esponding Diz rtal Photo, mnh File: 17770 6019.j~a i I 1 I ~ ~ l I 45 RockinE Chair. Earle iNvemleth century plush rocking chair. $40.00 Corresponding Digital Phoro~raph File: img_60?f). jj g I I 46 Desk. Continental mahogany ladies desk. inlaid, veneered I $130.00 and marquetry with drop-front desk and tNvo drawers. Veneer and inlay damage. " Corr°esPondingDigital Photorlaph Files: im.g_b021- im ,_602 & img_6029.,1pg I Total $1,935.00 i rr, to 1 „_0 APPRAISAL SUINIMARY (COPY) It is in my opinion that as of the d.o.d. - larch 15. 2012 and reported on November 08. 2012. the Fair Market Value of the Estate Personal Property of Margaret T,vIclntN-re (deceased): (One Thousand Nine Hundred Thirty Five Dollars and Zero Cents) ($1.935.00) I0is ApInaisa .Jei'7J1CeS ! i Dir ccto'r f! 17 The report must be read in its entirm 'lie Appi-aisal Sttixzfrrai-tr O_,N7LY is i?ot tl7e appraisal report. GLOSSARY Extraordinary' Assumption. An assumption, directly related to a specific assignment. which. if found to be false, could alter the appraiser`s opinions or conclusions [USPAP]. Fair Market Value. The price at which a property would change hands between a willing buyer and a willing seller. neither beincy under any compulsion to buy or sell and both having reasonable knowledge of relevant facts [IRS Regulation Section 1.170A-1(c) (2)]. Fair Market Value Expanded. Fair Market Value is not to be determined by a forced sale ...nor is the Fair Market Value of an item of property to be deterred by the sale price of the item in a market other than that in which such an item is most commonly sold to the public ...taking into consideration the location of the item where appropriate. [Treasury Regulation § 20.2031-1(b)]. Hypothetical Condition. That which is contrary to what exists but is supposed for the purpose of analysis [USPAP]. Replacement Value. The term replacement value refers to the amount that an entity would have to pay, at the present time, to replace any one of its assets [WIkipedia]. Sale Comparison Approach. This approach compares an object property's characteristics with those of comparable objects that have recently sold in similar transactions [NVikipedia]. CERTIFICATION OF APPRAISAL i Cel llf~' to uic bcs; Of iiihnvwlcd~C and bcilef: - The statements of fact contained in this report are true and correct. - The reported analyses, opinions, and conclusions are limited only by, the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional analyses, opinions. and conclusions. I have no present or prospective interest in the property that is the subject of this report and no personal interest with respect to the parties involved. I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. My engagement in this assignment was not contingent upon developing or reporting predetermined results. My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. - My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Unifotfin Standards of Pi-ofessional Appraisal Pi-actice. I have made a personal inspection of the property that is the subject of this report. No one provided significant personal property appraisal assistance to the person signing this certification. This appraisal was based upon the following assumptions, limitations, and conditions: 1. The information contained in this report was gathered from sources considered reliable. personal examination, research of authenticity and comparable sales and/or auction prices. 2. No responsibility is assumed for matters that are legal in nature. including, but not limited to: the representation of others concerning the value. authenticity, condition, O gln.yor provenance of an ]tem appraised. I The appraiser assumed that a normal and careful examination of the property vvas sufficient to determine its quality and condition and that no extraordinary examination procedures were to be utilized, unless these were specially requested and the expenditure of funds therefore authorized. 4. The appraiser's court attendance and expert testimony report, if required, are not included as part of this report. The appraiser does have the right to refuse testimony. It is the firm belief of the appraiser that the information furnished in this appraisal report and the conclusions drawn from this information are true and correct. but they are not Ruaranteed. IS A))jYaisa1 Sej,vices 1-`'ssaL.ft1' L,QiLG~, Dztector APPRAISAL REFERENCES Art Fact. http://ivww.artfact.com Cordier Antiques & Auctions. 2151 Market St. Camp Hill. PA 17011. 7 i7- 731-8662. http:/; Nvvvw.cordierantiques.com Craig's List. http://,A-u-,A.craizslist.com eBay. http:/,,'\vNN7Nv.ebaNT.com I.R.S. Publication 561: Determininz the Value of Donated Propertv. http://NwNa~w.irs.gov;pub/irs- pdf/p561.pdf Live Auctioneers. http::'im-NNNN-.liN-eauctioreers.com Morphy Auctions. 2000 N. Reading Rd.. Denver. PA 175171. 717-33-5-3435. http:/',Iwww.mor-phyauctions.coin/ Poole & Pook. 463 East Lancaster Ave. Downingtown. PA 19335. 610-296-4040. http://wwrN-.pookandpook.com Prices for Antiques. http:/Iwwvv.p4a.com Proxibid. l?ttp:/'~yv .pro? ibid.com Terapeak. http:liNww«,.terapeak.com Treasury Rezulation § 20.2031-1(b). Title 26: Internal Revenue. Chapter I: Internal Revenue Service. Department of the Treasury (Continued). Part 20: Estate Tax; Estates of Decedents dying after August 16. 1954. Sec. 20.2031-1: Definition of ffross estates; valuation of property. U.S. Treasure Rezulations Section 1.170A-1(c)(2): Charitable. etc.. Contributions and Gifts: Allowance of Deduction. hitp://www.taxaltnanae.org/index.php/ReL'._1.170A-1 Uniform Standards of Professional Appraisal Practice. http://-,v-N\-w.appraisaIfoundation.orc) Wikipedia. http:l.%en.v,-ikipedia.org/wiki/Replacement_v7alue NT7orthpoint. http:/%vN-wNN,.v~,orthpoint.com PRIVACY NOTICE Pursuant to the Gramm-Leach-Billey Act of 1999, effective July 1. 2001, appraisers. along, with all providers of personal financial services are now required by federal law to inform their clients of the policies of the firm with regard to the privacy of client nonpublic personal information. As professionals, we understand that your privacy is very important to you and are pleased to provide you with this information. In the course of performing appraisals, we may collect what is known as "nonpublic personal information" about you. This information is used to facilitate the services that we provide to you and may include the information provided to us by you directly or received by us from others with your authorization. We do not disclose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties, except as necessary or as required by law. By way of example, a necessary disclosure would be to our independent contractors, and in certain situations, to unrelated third party consultants who need to know that information to assist us in providing appraisal services to you. All of our independent contractors and any third party consultants we engage are informed that any information they see as part of an appraisal assignment is to be maintained by strict confidence within the firm. A disclosure required by law would be a disclosure by us that is ordered by a court of competent jurisdiction with regard to a legal action to which you are a party. 'We will retain records relating to professional services that we have provided to you for a reasonable time so that we are better able to assist you with your needs. In order to protect your nonpublic personal information from unauthorized access by third parties, we maintain physical. electronic, and procedural safeguards that comply with our professional standards to insure the security and integrity of your information. STATEMENT OF QUALIFICATIONS Alyssa L.W'. Loney. ISA-AM PRESENTLY Founder of Ibis Appraisal Services. Owner and Director. October 2001- Present. Responsible for the management and direction of Ibis Appraisal Services. Conducts extensive on-site and in- house appraisals, valuations, assessments. and analyses of personal and cultural property. Conducts research on all objects considered personal and cultural propertm1. Performs appraisals for divorces. estates and insurance. Performs in the service of law firms, banks. insurance agencies. universities, library, museums, churches, non-profit agencies and the general public. Responsible for the development of policies. guidelines, public programs, and standards for Ibis Appraisal Services. Takes an active role in promoting ethics in appraising. «'orks with local. state, national and international agencies to prevent and uncover appraisal and personal/cultural property fraud. Member of Institute of Appraisal of Personal Property, American Society of Appraisers, International Society of Appraisers, and Professional Coin Grading Service. PROFESSIONAL COURSE COMPLETIONS ISA Course Completions - Core Course in Appraisal Studies - Antiques & Residential Contents USPAP Completions - 2002 Uniform Standards of Professional Appraisal Practice - 2009 Uniform Standards of Professional Appraisal Practice (takes 15hr course, rather than update course) PROFESSIONAL ACCOMPLISHIMENTS State Historical and Underwater Archaeologist for the State of Louisiana. Attended the Conservation of Indian Artifacts Symposium sponsored by the Smithsonian Institution and the Tunica-Biloxi Indian Reservation. Marksyille. Louisiana. Director of the West Virginia University Historical Costume Museum. Research Archaeologist/ Artifact Instructor for CAD~V (Welsh Historic 1\4onuments)/ University of York. England. Research and Preservation Specialist for the Maryland Historical Trust. Presented and published works for national and international organizations includinL the Society for Historical Archaeology. Middle-Atlantic Archaeologv Conference. Southeastern Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical Trust. EDUCATION B.Sc. Historical Textiles and Clothing. 1992, Vest Virginia University. Morgantov-n, West Virginia. United States. M.A. Archaeology. 1997, University of York-, York. England. j. M'U M MA S ~w~~~~ Jta~t✓ 34 WEST MAIN STREET MECHANICSBURG, PA 17055 CS~~ ►'Y f Phone: 766-9422 C~° /~e£ ~/,tos 2x l~t6y` - `ja S4e c.,lCltr~b ~f~rtnsS S3~2(t~ - ~/C>, - i1 [✓V yGt C rcr y (v P 7!5. L if ~e ~fYc-f. fo~~~ t"r11a C~v dia ,.af -I- q3v.~f3. - 2 REV-1510 EX+ (08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret E. McIntyre 21-12-0413 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. Transamerica Non-qualified Annuity (beneficiary is the Estate of Margaret E. 194,797.40 100 0.00 194,797.40 McIntyre) TOTAL (Also enter on Line 7, Recapitulation) $ 194,797.40 If more space is needed, use additional sheets of paper of the same size. ~S 1MJ.RIC 4 Administrative Office. 433.1 Edl;ewUC~d Read N LIFE INSURANCE COMPANY Cedar Rapids, IA 52499 w%,Nv. transamerica annuities.com March 23, 2012 ESTATE OF M ELEANOR MC INTYRE C/O LISA MARIE COYNE APR 2 2012 3901 MARKET STREET CAMP HILL PA 17011 By RE: Annuity Number(s) 02CBT060463 Dear Claimant: We have received notification of the death of M Eleanor Mc Intyre. We extend our sincere condolences to you for your loss. The information in this letter is being provided to assist you in submitting death claim paperwork. Our records reflect the following information regarding this annuity: Annuitant: M Eleanor Mc Intyre Owner: M Eleanor Mc Intyre Claimant: Estate Of M Eleanor Mc Intyre 100% Annuity value: $194,797.40 as of 03-15-2012 Annuity type: Non-Qualified Tax Information This letter includes general tax information that should not be relied upon for personal tax planning. Transamerica Life Insurance Company does not give legal, tax, or accounting advice. You may want to consult your attorney, tax advisor, or accountant with questions regarding the direct tax consequences when selecting an option. General Information The financial professional of record will remain on this annuity unless we are notified of a change in writing. Please be advised automatic operations such as Systematic Payouts and Automatic Payments have been stopped. an AEGON company REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret E. McIntyre 21-12-0413 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Myers-Hamer Funeral Home 752.00 2. Reception 105.78 3. Honorarium 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address City . State Zip Year(s) Commission Paid: 2. Attorney Fees 20,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 17150 5. Accountant's Fees 6. Tax Return Preparer's Fees 1,000.00 7. Patriot News legal advertisement 130.31 8. Cumberland Law Journal legal advertisement 75.00 9. Kern & Co. preparation of 2011 taxes 295.00 10. Moving furniture out of residence 600.00 11. Inheritance Tax return filing fee 15.00 12. Total from Schedule H, page 2 3,882.55 TOTAL (Also enter on line 9, Recapitulation) $ 27,229.14 (If more space is needed, insert additional sheets of the same size) B C A 1 ESTATE OF M. ELEANOR MCINTYRE 2 Estate No. 21-12-0413 3 4 CONTINUATION OF SCHEDULE H S - 6 Number Item: Value: 7 12 Truck rental to move furniture $ 42.29 8 13 Reserves $ 3,000.00 9 14 Safe Deposit Box Entry Fee $ 100.00 10 15 Capital Self Storage _ $ 340.26 11 16 Ibis Appraisal Services, appraisal of personal property $ 375.00 12 17 Broker's Commission for Liquidation of Stock $ 25.00 13 TOTAL: $ 3,882.55 14 REV-1512 EX+ (12-08) pennsyLvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret E. McIntyre 21-12-0413 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I • Messiah Home Care 2,766.23 2. Messiah Village 10,381.25 3. 2012 Per Capita Taxes 4.90 4. PPG overpayment of pension 58.87 5. PSERS overpayment of pension 377.44 6. Civil Service Retirement overpayment of pension 769.70 7. Uncleared Checks 2,700.00 TOTAL (Also enter on Line 10, Recapitulation) $ 17,058.39 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-08) pennsytvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret E. McIntyre 21-12-0413 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1,2).j 1. Debbie White, 1077 York Rd., Dillsburg PA 17019 Friend 380.00 2. Giovana "Jenny' Johannsen, 108 Beverly Rd., Camp Hill PA 17011 Friend 40.00 3. Lisa Marie Coyne, 3901 Market Street, Camp Hill PA 17011 Friend 1,895.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS; A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Catholic Diocese of Harrisburg (Specific Devise) $10,000.00 2. American Red Cross (Specific Devise) $500.00 3. St. Francis ofAssis Catholic Church (Specific Devise) $1,000.00 4. Salvation Army (Residual Heir) 10% of residual 5. St. Elizabeth Ann Seton (Residual Heir) 10% of residual TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 388775.12 If more space is needed, insert additional sheets of the same size. ESTATE OF MARGARET E. MCINTYRE NO. 21-12-0413 CONTINUATION OF SCHEDULE J CHARITABLE DISTRIBUTIONS: 6. Bethedsa Mission (Residual Heir): 10% of residual 7. Office of Vocations of the Catholic Church Diocese of Harrisburg (Residual Heir): 20% of residual 8. Sisters of St. Francis of Philadelphia (Residual Heir): 50% of residual REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA RY No. 2012- 00413 PA No. 21-12-0413 Estate Of: MARGARET E MCINTYRE (First, Middle, Last) a/k/a : M ELEANOR MCINTYRE Late Of: UPPER ALLEN TOWNSHIP CUMBERLAND COUNTY 0 Deceased Social Security No: 010-01-9759 WHEREAS, on the 5th day of April 2012 an instrument dated July 6th 2010 was admitted to probate as the last will of MARGARET E MCINTYRE (First, Middle, Last) a/k/a M ELEANOR MCINTYRE late of UPPER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 15th day of March 2012 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: LISA MARIE COYNE who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my offi ce a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VA NIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 5th day of April 2012. )&j Register of r s Deputy **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) I 11 ;j LASS' WILL AND TESTAMENT OF MARGARET E. MCITTYR]E I, MARGARET E. McINTYRE of Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me. ITEM 1: Upon my demise, I direct that my body be released to Myers-Harper Funeral Home, Inc. of 1903 Market Street, Camp Hill, Pennsylvania where I have pre-arranged and pre-paid my funeral and burial expenses. I direct my body be laid to rest in a lot next to my late husband, Cleon D. McIntyre at Fort Indiantown Gap National Cemetery, Annville, Pennsylvania. ITEM Z: I direct that all my just debts and funeral expenses be paid as soon as practical after my death. ITEM 3: I direct that all taxes and interest and penalties thereon that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my Estate. ITEM 4: I direct my estate be distributed among the following persons or organizations and in the following manner: a. I give and bequeath to the CATHOLIC DIOCESE OF HARRISBURG the sum of Ten Thousand Dollars ($10,000.00) upon the condition that this bequest be used for retired ]ests; ryT+ , f_ y 7 T DO r- - 71 J _Z' 1 ' 1 j b. I give and bequeath to the AMERICAN RED CROSS OVERSEAS ASSOCIATION, Post Office Box 7406, Ben Franklin Station, Washington, D.C. the sum of Five Hundred Dollars ($500.00); C. I give and bequeath to the ST. FRANCIS OF ASSIS CATHOLIC CHURCH, 1439 Market Street, Harrisburg, Pennsylvania the sum of One Thousand Dollars ($1,000.00); d. I give and bequeath my jewelry box and jewelry to my friend, DEBBIE WHITE; e. I give and bequeath my upholstered rocking chair to my friend, JENNY JOHANNSEN; and f. I give and bequeath my bar, Tea Table, Harvard Chair and all German articles and memorabilia, and remaining furniture and personal effects to LISA MARIE COYNE of 3901 Market Street, Camp Hill, Pennsylvania; ITEM 5: I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wheresoever situate, together with insurance thereon to be divided among the following organizations and in the following percentages: a. Ten Percent (10%) to the SALVATION ARMY of 1122 Green Street, Harrisburg, Pennsylvania;, b. Ten Percent (10%) to ST. ELIZABETH ANN SETON of 310 Hertzler Road, Mechanicsburg, Pennsylvania to be used for the sole purpose of their CCD Program; 2 3 ' i I c. Ten Percent (10%) to the BETHEDSA MISSION of 611 Reily Street, Harrisburg, Pennsylvania; d. Twenty Percent (20%) to the OFFICE OF VOCATIONS OF THE CATHOLIC DIOCESE OF HARRISBURG, Harrisburg, Pennsylvania, to be used for the promotion of priestly vocations in the Diocese of Harrisburg; and e. Fifty Percent (50%) to the SISTERS OF ST. FRANCIS OF PHILADELPHIA, in memory of my sister, Sister Catherine Murphy, to be used for the maintenance and operation of the Assisi House of 600 Red Hill Road, Aston, Pennsylvania. ITEM 6: Until distributed, no gift or beneficial interest shall be subject to anticipation or voluntary or involuntary alienation. ITEM 7: 1 further direct my personal representative to destroy by burning all my personal papers, photographs, or scrapbooks located at my residence at the time of my death except for such papers as may be necessary or requisite to effect the administration of my estate. In this regard, I further direct my personal representative shall have access to my personal effects, papers and property and access be limited exclusively to my personal representative or her duly authorized agents or representatives. 1 3 ` I L -7 I jj i ITEM 8: I appoint LISA MARIE COYNE, ESQUIRE, Executrix of this my Last Will. Should Lisa Marie Coyne, Esquire, fail to qualify or cease to act as my Executrix, I appoint HENRY F. COYNE, ESQUIRE, Executor of this, my Last Will. ITEM 9: In addition to the other powers and authorities granted to my personal representative by Pennsylvania Law and by other terms and provisions of this Will, I hereby give to my personal representative the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by my persona representative; to invest in all forms of property; including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representative deems proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representative deems proper; and to allocate receipts and expense to principle or income or partly to each as my personal representative deems proper in their sole discretion. ,A 4 1 i; i ITEM 10: I direct that my personal representative or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this day of ~ , 2010. -~f MARGARET E. MCINTYRE Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. t /b , residing at got l~ 5~•, A11,4", /V - ` residing at //r;' G 5 .~T i Ij ij COMMONWEALTH OF PENNSYLVANIA ) ss: COUNTY OF CUMBERLAND ) We, MARGARET E. Mc1NTYRE, n{ • L~,rrvwv and %2pw P. aWlyg- , the Testatrix and the witnesses respectively, whose names are signed o the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years or older, of sound mind and under no constraint or undue influence. X,G MAR T E. McINTYRE Witness t s Wi ess Subscribed, sworn and acknowledged before me Ifig t 5~ by MARGARET E. McINTYRE, the Testatrix, and subscribed and sworn to before me by t//~t° Ill , % ilta✓ and A07,^y J' &--fA-8- the witnesses, this 7day of , 2010. / No ry Public (SEAL) t0 ONWEA1T14.-OF,011NI►$=! to NOTARIAL SEAL Li a-Marie Coyne; Nptary Public Hampden Township. Cumberland County. My commission EExpires June 10,2012 6 n a 0o fP 0 3 o '9 -=t e ~ c?~ ~'c 18;5 M 1C3305 2e3305 2 05 CLERK C ORPHANS' COUR. _ 0 o QUMBERLAND CO., PA 0 z r x n m - o 0 r 10 D _ Z V m i z -4 D w ~ V V~ ppp o A QY~ CD C3 ~y y•~ Op I J C "n CA o N wmL r r N • j y NFU !I N -W 3 ag NNn ~ O ~ C OYNE & C OYNE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne 3901 Market Street 717-737-0464 Lisa Marie Coyne Camp Hill, Pennsylvania Fax: 717-737-5161 17011-4227 www.coyneandcoyne.com December 17, 2012 Via Overnight Mailing: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Margaret E. McIntyre, Deceased No. 21-12-0413 Dear Sir or Madam: We represent the Estate of the Late Margaret E. McIntyre. Enclosed are an original and two (2) copies of the Inheritance Tax Return for this Estate. Kindly docket the original Return and return a "clocked-in" copy with the enclosed stamped envelope. Also enclosed is check no. 99 in the amount of $15.00 which represents the filing for the this Return. Please issue a receipt for this payment. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE & CCOOYNE, P.C. isa Marie Coyne LMC/cmc r. Encl. c ~ c-~ G7 C> Co F7 n o A l r- M CO 73 t.J u~ "yl