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Home My WebLink About01-17-131505610140 REV-1500 ~` (°'-'°' PA Depedment of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year Flle Number Po Box zeosol 2 1 .-~- 0 8 8 7 Hem:buro. PA 17128-05O1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW I ~ Sodel se°udry Number Dele Of Deelh MMDDYYYY Date d BIRh MMODYYYY ` 0 8 1 6 2 0 1 2 0 7 1 5 1 9 5 1 Decedent's Last Name Suffix Decedents First Name MI M E Y E R M A R Y J 0 (If Applleable) Enter Surviving Spouse's Intormadon Below Spouse's Last Name Suftbc Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS flLL IN APPROPRIATE OVALS BELOW ® 1. Original Retum ~ 2. Supplemental Relum ~ 3. Remainder Retum (dale of death pdorto 12-13-52) 4. Umited Estate ~ aa. Future Interest Compromise (date of ~ 5. Federel Estate Taz Retum Required death after 12-12-82) ® 8. Decadent Died Testate (] 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Aftech Copy of WilB (Attach Copy of Trust) 9. Lftigatlon Proceeds 12eceived ~ 10. Spousal PoveAy Cred7 (dale of death ~ i t. Election to fax under Sec. 9113(A) between 12J1-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORREBPONDENCE AND CONFIDENTIAL TAX INFORAMTION SHOULD EE DIRECTED T0: Name Daytime Tebpttone Number H U B E R T X G I L R O Y 7 1 7 2 4 3,,3 3 4 1 Flret line of address M A R T S O N Second Iine of address 1 0 E A S T city or Post Otlice C A R L I S L E REONT~OF WILLS'1!! 3 C_ Q1 ~ n m = ~ ~ ~ n H L A W O F F I C E S -`' z ~ ~C v ~; ~ H I G H S T R E E T ~ <~-~ ' Stets ZIP Cdde ~ ATE FIL~b~ ~ ~ PA 17013 'J Correspondem's e-mell address: d? cn :G _.a Cr rwe rat :u a ~;> "1 { ;p ! _' i'~ t 'TI It le mrRU a dp ry' i OaGare IMI I have examined Chia rolum, indudirp aaanparryina achedtdae and efalwllanta, and b the bast d kn mpeta. DsWretlon of preparer other than the pelsenal reproeenhtive k based an all Mformatbn of xA1kh ~ °Mea~a and tptlal preparer 1186 arty IawwvNdtle. SIGNATURE OF PERSOqN RESPlN1818LE FOR FILING RETURN s~/i»!/r. /~.wi rvn o I DATEI ~ O / ADORE // 131 W 0 DE GIRARDVILLE PA 17935 SIGNA E E REPRESEN7ATNE ~~ - Ells 2013 ADDRESS 10 EAST HIGH ST EET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Slde 1 L 1505610140 1505610140 1505610240 REV-1500 EX Decedent's Social Security Number Decedents Name: MARY J 0 M E Y E R RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 2. Stocks and Bonds (Schedule B) ...................................... 2. 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. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers 8 Miscellaneous N~-Probate Property (Schedule G) Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 1 6 0 0 0 0,0 0 2 7 3 9 8 0, 4 5 3 1 2 6 2, 2 5 4 6 5 2 4 2, 7 0 9. Funeral Expenses and Administrative Costs (Schedule H) ............. ..... 9. 6 5 2 ~ 8 . 5 7 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........ ..... 10. 9 2 ~ 6 5 . 5 9 11. Total Deductions (total Lines 9 and 10) .......................... ..... 11. 1 5 7 2 7 4. 1 6 12. Net Value of Estate (Line 8 minus Line 11) ....................... ..... 12. 3 ~ 7 9 6 8 . 5 4 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................. ..... 13. 2 1 3 5 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ................. ..... 14. 2 8 6 6 1 8 . 5 4 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 75. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.0 _ ~ ~ Q 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 0 . 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 1 3 7 3 3 4. 2 0 i7. 18. Amount of Line 14 taxable at collateral rate X .15 1 4 9 2 8 4. 3 4 1 g, 19. TAX DUE ...................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15M561U240 o. 0 0 ~. 0 ~ 1 6 4 8 0. 1 D 2 2 3 9 2. 6 5 3 8 8 7 2. 7 5 Q 150561240 REV-1500 EX Page 3 Ftle Number Decedent's Complete Address: It r' user DECEDENT'S NAME MARY JO MEYER .. STREET ADDRESS _ 225 TOUCHSTONE DRIVE CITY -- ---- STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 37,000.00 B. Discount 1,943.64 3. Interest 4. I(Line 2 is greater than Line 1 +Line 3, enter the difference. This is the OVERPAYMENT. Ftll In oval on Page 2, Llne 20 to request a refund. 5. If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 38,872.75 Total Credits (A +B) (2) 38 943.64 (5) (3) (4) 70.89 0.00 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 : ................................................................. ..... ^ Q b. retain the right to designate who shall use the property transferred or its income : .......................... ..... ^ c. retain a reversionary interest; or ........................................................................................... ..... ^ 0 d. receive the promise for life of either payments, benefits or care? .................................................. ..... ^ Q 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideralion? .................................................................................. ..... ^ ^X 3. Did decedent own an'in tmsl for" or payable-upon-0eath bank account or security at his or her death? .... ..... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................................. ..... ^ ^X 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 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(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is def ned, undE Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) pennsylvania ~ SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT MARY JO MEYER 21 I 1 0887 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the pdce at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that isjointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. Real Estate located at 225 Touchstone Dr., So. Middleton Twp., Cumberland Co., PA, known as 160,000.00 Tax Parcel No. 40-09-0529-235, being described in Deed dated 12/4/07 & recorded in Cumberland Co., at Instrument No. 200746023 & being conveyed to Mary Jo Meyer, Decedent herein. Actual sale price. See attached Settlement Statement TOTAL (Also enter on Line 1, If more space is needed, use additional sheets of paper of the same size. REV-1503 EX + (8-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARY 10 MEYER 21 11 0887 All property jointty•owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Morgan Stanley Smith Bamey IRA account 410-042623-0; Beneficiary, Estate 119,432.10 See attached 2. Morgan Stanley Smith Bamey IRA account 410-043510-0; Beneficiary, Estate 37,682.88 See attached 3. Morgan Stanley Smith Bamey IRA account, 410-026073-0; Beneficiary, Estate 113,409.20 See attached 4. 188.949 shares, Thrivent Income Fd-A 1,742.11 See attached 5. 74.238 shares, Thrivent large Cap Stock Fd-A 1,714.16 See attached TOTAL (Also enter on line 2, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (t t.10) Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. RESIDENT DECEDENETURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: MARY JO MEYER 21 11 0887 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointty owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Merto Bank checking 950.27 See attached 2. Patriot News, refund 18.42 3. AAA, refund 70.59 4. SERS, fmal benefit 239.24 5. Morgan Stanley Smith Barney, cash balance of Non-IRA account on date of death 98.90 6. Prudential Group Life Claim 11280536, beneficiary Estate 0.00 $33,000.00 7. Prudential Life Insurance policy No. 18600557, Beneficiary Estate 0.00 $1,034.16 8. Prudential Life Policy No. 18600557, dividend issued 7/30/12, but not depoisted prior to date of 13.28 death 9. Rowe's Auction Services, proceeds from sale of personal property 16,062.30 10. Artwork, Specific Bequest to Allied Artists of Schuylkill County, appraised value 9,350.00 11. Commonwealth of PA, benefit 239.24 12. Comcast, refund 81.05 13. Kenny's Auction, proceeds from sale of personal property 2,989.87 14. Traveler's Insurance, homeowner's refund 69.82 15. Tax proration, county real estate taxes 19.80 16. Tax proration, school real estate [axes 738.78 TOTAL (Also enter on Line 5, Recapitulation) I $ 31262 25 If more space is needed, Insert additional sheets of paper of the Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARY JO MEYER Decedent's Name Schedule E -Cash, Bank Deposits, & Misc. Personal Property 21 11 0887 File Number ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. PPL,refund due 160.66 18. PSECU savings 21.79 19. OCWEN, mortgage refund 13g,2q SUBTOTAL SCHEDULE E 320.69 GRAND TOTAL SCHEDULE E $ 31,262.25 REV-1511 EX+(10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER MARY JO MEYER 21 11 0887 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: L Hetrick-Bitner Funeral Home, Harrisburg, PA 11,324.47 2. Funeral Luncheon 732.85 3. Sausser Momument & Memorial Co., gravemarker inscription 95.00 4. Patricia Watson, reimbursement of funeral expense 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Linda H. Uzupis Street Addmss 131 W. O>;den Street Clry Girardville State PA ZIP Year(s) Commission Paid: 2012/2013 2. 3. 4. Attorney Fees: MARTSON LAW OFFICES (Estimated) Family Exemption: (If decedents address is not the same as claimant's, attach explanation.) Claimant Street Address City State _ Relationship of Claimant to Decedent Probate Fees: Cumberland County Register of Wills 5 I Accountant Fees: 6. ~ Tax Relum Preparer Fees: 17,000.00 21,000.00 342.50 7. Filing Fee, Inheritance Tax Return 15.00 8. Additional Probate Fee 100.00 9. UGI, service pending disposition of real estate 50.74 10. PPL, service pending disposition of real estate 675.08 11. EVP stock valuation 66.65 12. Short Certificates 24.00 13. UPS service 12.80 14. Postage 5.30 15. Filing Fee, Account 330.00 16. Cumberland Law Journal, advertising Letters Testamentary 75.00 17. The Sentinel, advertising Letters Testamentary 220.00 18. SMTMA, sewer/water pending disposition of real estate 207.45 TOTAL (Also enter on Line 9, Recapitulation) S 65.208.57 ZIP If more space is needed, use additional sheets of paper of the same size Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARY JO MEYER 21 11 0887 Decedent's Name Page 2 File Number Schedule H -Funeral Expenses & Administrative Costs - B7. ITEM 19. AT&T, final bill 338.89 20. Travelers Insurance, homeowner's insurance pending disposition of real estate 97.82 21. Postage 11.50 22. 1 % Realty Transfer Tax 1,600.00 23. Max Mazbain, real estate repair pending sale 200.00 24. Tax Certification 5.00 25. Chris Frey, real estate repair pending sale 70.00 26. Mitch Gelbaugh, real estate repair pending sale 80.52 27. Wolfe & Company, real estate commission 9,600.00 28. Notary Fee 10.00 29. Real Estate package, overnight fee 18.00 30. Reserve for miscellaneous filing fees and expenses 700.00 SUBTOTAL SCHEDULE H-B7 ~ 12,731.73 REV-1512 EX+ (12-OB) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER MARY JO MEYER 21 11 0887 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 1. Ocwen,account7111060672, mortgage balance See attached 3. Citi A&T Universal credit card 7016 3. PSECU credit card 8804 4. Citicards, credit card 9226 5. GE Captial Retail Bank (Wolf Furniture), credit card 1453 6. ADT, medical alert, account payable 7. ADT, home security, account payable 8. Holy Spirit Hospital, co-pay, account payable 9. Carlisle Hospital, co-pays, accounts payable 10. Harrisburg Pharmacy, account payable 11. Interstate Waste, account payable 12. PPL, account payable 13. AT&T Wireless, account payable 14. South Middleton Twp., sewer/water, account payable 15. UGI, account payable TOTAL (Also enter on Line 10, Recapitulation) ~ ; If more space is needed, insert additional sheets of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARY JO MEYER Decedent's Name Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens 21 11 0887 File Number ITEM NUMBER DESCRIPTION AMOUNT 16. Comcast, account payable 211.97 17. Holy Spirit, account payable 50.00 18. Honda Financial Services, deficiency payment 3,439.04 SUBTOTALSCHEDULEI 3,701.01 GRAND TOTALSCHEDULEI S 92,065.59 REV-1513 EX+(01-10) pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MdRV 1(1 MFVFR 71 11 !144'1 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 outn' ht spousal distributions and transfers under Sec. 9116 (a)(1.2).] 1. Linda Uzupis and Ann Uzupis Collateral 149,284.34 131 W. Ogden Street Sch. A., Line I, specific Girazdville, PA 17935 bequest, less expenses 2. Morgan Stanley Smith Bazney, Trustee, TUW dated 4/7/2006 Sibling 137,334.20 tbo Philip Dangelo All of estate residue 2000 West Chester Avenue Purchase, NY 10577 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. Allied Artists of Schuylkill County 9,350.00 P.O. Box 1001 Pottsville, PA 17901 2. North Schuylkill County School District, Eric J. Meyer Scholarship Fund 12,000.00 15 Academy Lane Ashland, PA TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 8 21 350.00 If more space is needed, use additional sheets of paper of the same size. F ,~ ~_. ,.~ ~ c h_,,~~~;_ ,~ ,,, ~Qf 1 AUG 14 AM 8~ 58 FIRST CODICIL TO THE ORRi~i~s ~o,~~iT LAST WILL AND TESTAMENT CUMBERLAND CO, PA OF MARY JO MEYER I, Mary Jo Meyer, now of Carlisle, Cumberland County, Pennsylvania, do hereby make, publish and declare this to be the First Codicil to my Last WII and Testament dated April 7, 2006, ITEM 1. The following paragraph replaces Item 2 and is added to Page 1 of the aforesaid Last Will and Testament: ITEM 2. 1 devise and bequeath my residence located at 225 Touchstone Drive, Carlisle, Cumberland County, Pennsylvania to Ann Uzupis and Linda Uzupis, jointly or to the survivor of them. In the event that Ann Uzupis or Linda Uzupis fail to survive me, I devise and bequeath said residence to my brother, Philip Dangelo, pursuant to the Trust established for his benefit in Item 6 below. ITEM 2. In every other respect, I hereby confirm and republish my Last Will and Testament dated April 7, 2006. IN WITNESS WHEREOF, I, Mary Jo Meyer, hereby set my hand to this First Codicil to my Last Will and Testament dated April 7, 2006, on this,' ~ day of 6~ 2008. Ma J, ~ eyer ~ The preceding instrument, consisting ofthis and one (1) othertypewritten page, was on the date thereof signed, published and declared by Mary Jo Meyer, the Testatrix herein named, as and for her First Codicil to her Last Will and Testament dated April 7, 2006 in our presence, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses whereof. WITNESS WITNESS LAST WILL AND TESTAMENT OF MARY JO MEYER ,, ~,r~ ~E OF 1D11 AUG 14 IiN 8; sg n~Or1PHaFuV~~~j~ ; ;~~; ,~,r vIJMBERLAND CO., Pq I, Mary Jo Meyer, of Lower Paxton Township, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all prior Wills and all Codicils made by me at any time heretofore. ITEM 1. I direct that all my just debts and funeral expenses, and all expenses of my last illness, shalt be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. My gravemarker and perpetual care have been pre-paid. ITEM 2. I devise and bequeath my residence located at 4707 Danbury Road, Lower Paxton Township, Dauphin County, Pennsylvania to Ann Uzupis and Linda Uzupis, jointly or to the survivor of them. In the event that Ann Uzupis or Linda Uzupis fail to survive me, I devise and bequeath said residence to my brother, Philip Dangelo, pursuant to the Trust established for his benefit in Item 6 below. ITEM 3. All framed art in my estate shall be distributed to the Allied Artists of Schuylkill County, now in Pottsville, Pennsylvania. M.J.M. ITEM 4. I devise Twelve Thousand and 00/100 ($12,000.00) Dollars to endow the existing Eric J. Meyer Scholarship, which I have set up during my life at the North Schuylkill School District. ITEM 5. I devise and bequest the following specific amounts to the following named Beneficiaries, on the condition that my residuary estate, after the devises and bequests stated in this paragraph and the paragraphs preceding this one, is at least One Hundred Fifty Thousand and 00/100 ($150,000.00) Dollars. If my residuary estate falls below One Hundred Fifty Thousand and 00/100 ($150,000.00) Dollars, I direct that each of the following bequests be proportionately reduced until the residuary estate remaining after the said bequests is no less than One Hundred Fifty Thousand and 00/100 ($150,000.00) Dollars. Subject to the reduction set forth herein above, I devise and bequeath the following sums to the following named individuals: (a) One Thousand and 00/100 ($1,000.00) Dollars jointly to Larry Meyer and Cindi Meyer, brother and sister-in-law of my late husband, Eric Meyer, now of Elicott City, Maryland, or the survivor of them; (b) Two Thousand and 00/100 ($2,000.00) Dollars to Marian Meyer, the niece of my late husband Eric Meyer, now of Elicott City, Maryland, and if she is a minor, same to be given to her parents in trust for her; (c) Two Thousand and 00/100 ($2,000.00) Dollars to Seth Rhoades, the son of Cindi Meyer and stepchild of Larry Meyer, now of Elicott City, Maryland; 2 .J M. (d) Two Thousand and 00/100 ($2,000.00) Dollars to Colin Rhoades, the son of Cindi Meyer and stepchild of Larry Meyer; (e) Ten Thousand and 00/100 ($10,000.00) Dollars to the Multiple Sclerosis Society, Harrisburg Chapter, or its successor, now of Forest Hills, Harrisburg, Pennsylvania; (f) Two Thousand and 00/100 ($2,000.00) Dollars to Linda Uzupis, my good friend and former neighbor, now of 131 West Ogden Street, Girardville, Pennsylvania; (g) Two Thousand and 00/100 ($2,000.00) Dollars to Ann Uzupis, my good friend and former neighbor, now of 131 West Ogden Street, Girardville, Pennsylvania; (h) One Thousand and 00/100 ($1,000.00) Dollars to Kevin Neary, my next door neighbor, now of 4709 Danbury Road, Harrisburg, Pennsylvania; (i) One Thousand and 00/100 ($1,000.00) Dollars to Jill Neary, my next door neighbor, now of 4709 Danbury Road, Harrisburg, Pennsylvania; (j) Two Thousand and 00/100 ($2,000.00) Dollars to St. Joseph's Roman Catholic Church in Girardville, Pennsylvania in memory of Mr. and Mrs. Philip Dangelo, Sr. and family; (k) One Thousand and 00/100 ($1,000.00) Dollars to Ashley Marie Davis of Shamokin, Pennsylvania; 3 (I) Three Thousand and 00/100 ($3,000.00) Dollars to Good Shepherd Lutheran Church, or its successor, now of 35 North 9`h Street, Ashland, Pennsylvania, in memory of Eric J. Meyer and Mary Jo Meyer; (m) Three Thousand and 00/100 ($3,000.00) Dollars to St. Mauritius Roman Catholic Church, or its successor, now ofAshland, Pennsylvania, in memory of Eric J. Meyer and Mary Jo Meyer; (n) Two Thousand and 00/100 ($2,000.00) Dollars to Donald and Barbara Hepler, my friends, now of Cherry Avenue, Lavelle, Pennsylvania; (o) Two Thousand and 00/100 ($2,000.00) Dollars to Jeffrey Hackenberger, Godchild, now of Summerdale, Pennsylvania; (p) One Thousand and 00/100 ($1,000.00) Dollars to Kimberly Lawson of Shamokin, Pennsylvania; (q) To Eleanor Vinskie, I forgive repayment of any loans given to her by me at various times and for various reasons during my lifetime and I direct that all evidences of such indebtedness shall be cancelled and destroyed. ITEM 6. The rest, residue and remainder of my estate, of every nature and wherever situate, shall be held in trust for the benefit and care of my brother, Philip Dangelo, now of Harrisburg, Pennsylvania. 4 -~`_~- M.J.M. (a) During the lifetime of Philip Dangelo, to the extent that benefits are not made available to Philip Dangelo for other than basic living expenses, including food and shelter, Trustee, in its absolute discretion, may distribute from income and principal to or for the benefit of Philip Dangelo, for his needs other than basic support. For the purposes of this provision, non-support purchases include, but are not limited to: travel; entertainment; radios, telephone and television, including cable television; gifts for family members; spending money; movies; additional food and clothing; dental care; unreimbursable medical expenses, including plastic and reconstructive surgery, diagnostic work and treatment, rehabilitative training and experimental medical services; the differential in cost between shelter for a shared and private group home or room; supplemental nursing care; recreation, cultural experiences, outings and travel, including payment for other to accompany my beneficiary; reading and educational materials; exercise equipment; and unreimbursed therapy. Trustee's discretion in making distributions authorized hereunder, is absolute, full and complete with regard to distributions from the trust estate, and shall be binding on all interested persons. If possible, Trustee shall make distributions directly to the service provider and not to my disabled brother. As this trust is specifically not intended to provide basic support and maintenance needs for Philip Dangelo. If Philip Dangelo is unable to maintain and support himself from his own resources and sources of income, Trustee shall seek such 5 M.J.M: support for Philip Dangelo from public sources. The trust has specifically not been created to supplant or replace public assistance benefits. Trustee should, therefore, seek entitlements which are available to members of the community who are experiencing disabilities that are substantially similarto those that Philip Dangelo experiences. Trustee shall deny any request made by any agency or governmental entity requesting disbursement of trust funds to satisfy Philip Dangelo's support needs. Trustee shall take whatever legal steps may be necessary to initiate or continue public assistance programs for which Philip Dangelo is or may be eligible. (b) On the death of Philip Dangelo, the then-remaining principal and any accumulated interest shall be paid and distributed as follows: The first Ten Thousand and 00/100 ($10,000.00) Dollars remaining from said trust shall be given, as an endowment, to the existing Eric J. Meyer Scholarship at the North Schuylkill School District. Thereafter, the next Ten thousand and 00/100 ($10,000.00) Dollars shall be given as an unrestricted gift to the Bethesda Mission, now of Harrisburg, Pennsylvania, or its successor. The rest, residue and remainder of said trust shall be distributed as an unrestricted gift to the Multiple Sclerosis Society, Harrisburg Chapter, or its successor. ITEM 7. 1 appoint Morgan Stanley Trust, F.S.B., of Harrisburg, Pennsylvania as Trustee of any property which passes, either under this Will or otherwise, for the benefit of my brother, Philip Dangelo, now of 5669 Chambers Hill Road, Harrisburg, 6 "~' -~-' M.J.M. Pennsylvania, and with respect to which I am authorized to appoint a Trustee and have not otherwise specifically done so, provided that this appointment of a Trustee should not supersede the right of any fiduciary in its discretion to distribute a share where possible to my brother or for his benefit. ITEM 8. All Federal, State and other Death Taxes payable because of my death, with respect to the property forming my estate for tax purposes, whether or not, passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my estate and shall be paid from my residuary estate without apportionment or right of reimbursement. All such taxes on present or future interest shall be paid at such time or times as my Executor thinks proper, regardless of whether such taxes are then due. ITEM 9. The interest of any Beneficiaries hereunder or in any Trust created hereunder, shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM 10. My Executor, Trustee and Guardian shall have the following powers in addition to those vested in them by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exerciseable without Court approval, and effective until actual distribution of all property: (a) To retain any and all of the assets of my estate, real or personal, including any shares of stock or other securities that I own of a corporate fiduciary or its successor, or of a holding company controlling the corporate fiduciary or its successor, 7 M. .M. without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principal or of diversification or risk. (b) To invest in all forms of property (including stock or other securities of the corporate fiduciary or its successor, or of a holding company controlling the corporate fiduciary or its successor, and common trust funds and mortgage investment funds, whether retained by my corporate fiduciary or its successor or others), without restriction to investment authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principal or of diversification or risk. (c) 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 they deem proper. (d) To allocate receipts and expenses to principal and income or partly to each as they from time to time think proper. (e) To borrow from, or to sell to, my Trustee. ITEM 11. I nominate, constitute and appoint Linda Uzupis, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death or resignation or inability to act for any reason whatsoever of Linda Uzupis, I hereby nominate, constitute and appoint, Ann Uzupis, as Successor Executrix of this, my Last Will and Testament. ITEM 12. I direct my Executor, Trustee and Guardian shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 8 ~_ IN WITNESS WHEREOF, I set my hand and seal to this, my Last Will and Testament, this ~~n day of ~ ; ~ , 2006. Y ,l Mary Jo Meye The preceding instrument, consisting of this and eight (8) other typewritten pages, initialed at the bottom of each page for security purposes, was on the date thereof signed, published and declared by Mary Jo Meyer, the Testatrix herein named, 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 subscribed our names as witnesses whereof. 9 Witness COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF DAUPHIN We, Mary Jo Meyer, and , the Testatrix and the witnesses, respectively, whose names are signed to the 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 purposes 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 their knowledge the Testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue Influence. Testatrix - ry ~ o Meye Sworn to and subscribed before me this 7`~`' day of ~~nn~, 2006 r lP n ~ c ~ ,-~ (X' ~~ tary Public JENNIFER L K0~(',F1 Nobly Pu~fc Witness ~,'p~a ~' ~~ •~ A. Settlement Statement (HUD-1) -~.,o....~' a1. CaNleataaLw Rds ! X09. rneotlM 0laeMW - ~~ ~. ~~ aBB.a - ' IMnYR~nlafrMrRiOwM YrtttlttwNahartw ' .. '~ 10{.OIMIaartYl~e b hMr.OararltftYS= a04 A~MSatwyy b a0R SOIOOITAII 2]y1tR ! a1t1. ~0 y Batt. 4 ' '.. ~~~AarrlCV.b ~ellaa Iii 1. ~~, !, FHA 2. ~ ~~I, RNS 8. Ella Numbsr: 7. Loan Number: ~ 9. IAOrtpepe Ineurence CaN Number: 3. ~ X Com. Unlm. ~, a. !, VA 5.! ! Com.lns. i , I !i '. ' i 6800637106 i C. Nob: TNe loan 41umishW b pies you a sbtww or aUUal aettlamw cosb. Amounb paM b aral by Ols feltlemenl agent are &pan. Ilwe marked ~. ' ' (P.o.c.) wars Paid aubNN dla doMnp; IMy w elghn flare for Informadonal puryoees and w not Intludao In ale bbla. '.. '; D. Name 8 Addreae 0/ Borrower: E. Nws 8 AddrNS of Seller: F. Name 8 Addre66 of Lerber. VI00 ]SHEARER ! ESTATE OF ;MEMBERS 15T FCII ' ~ ', MARY ]O MEYER '~ 1295 TWIN LIKES ROAD '~.,IINDA UZUPIS,E](ECUfRIX SOaO LWISE IMIVE ~! LENOSBERRY PA 17339 ~ MEQUNICSBURG PA 17055 ' ~ '., G. Pmpeny Loutbn: M. Settlamanl Aparlc I. Settlww Dete: 'i ,MEMBERS iSf SETREMENi $VC 717-795-5170 ~ ' ''. 15000 LA1115E DRIVE '. ~ ~ MECHANICSBl1RG ' ;TA% PA0.C8 a 40 09 0529 235 PA 17055 ,12/12/2012 , Plan of 9aWanaM: -225101J015TONE DRIVE ~ 1166 WALNUT Bl7fTOM ROAD DISBURSEMENT DATE !CARLISIE PA 17015 01RLISLE PA 17013 12/12/2012 ~' IaEa aaewAw«wetl.atletwT _._ ----- 160,000.00. ', I 19.80 738.781 11,228.00 57,010.21, 5.00 " 70.00 9o.n, .... __~ OMB Approval No. 2502-02R5 -- __ ~a2D1._-- lso,iss.se ea. c.ah [~ To ~ rrom awr !; 9z,z~a.13'' The PubRC Reportlng Burden for Mie colbctlon of informatlon le eetlmated at 35 minutes per response for colbctinp, revbwing, antl reporting the data, This agency may nor colbct thle iMOrmatlon, and you ere not required to wmplete thta form, unless R dbplaya a currently velW OMB control number. No conflderlUelfly Is aeaured; this disclosure is mandatory, This ie deelgned to provide the par0ea to a RESPA covered transaction vritll informetlon dudrrp the settlement proceae. Previous e0tlbna are obsolete Papa 1 of 3 HU0.1 ~~Q~' 700. Tag 2W 61ge lrobf FeN _ _.. ~ - ... _ _ Olvtebn d aanmlaabn (tlM 700 a IaBOIw: ~ ~ ~ Pakl From ~~ Pr~E Fran 707 i _ 9,600.00 b y~p1F{ AND CO_ MPANY REALTORS - a i - ' &ihh . FunOa q 702. i b ) SeltlansM Sgtbmenl ..... . 703. COmmWM WbgaallNmOrn _.._ -.... __ . _. ___.__ { ~~ _._ I7a. _ ._ .. _, 9,600.00 OM. karrrs Paye6b h ConnaPllar aWr Goan - _ '. `801. Our onginetlon charge f 455.00 (bom GFE p1) ' 802. Vaw veolt w aierpe (pdnla) br ba slxtl8c inleresl raa chosen f (fmm GFE p2) ~, 803. Your adjualW anginatlon aiargee ' IOOrri GFE A) 455.00 ' 000. Appelapl M tc 805. Credit rpon to (from GFE p31 425.00. (from GFE p3) ii_808. Taa service b (5om GFE p3) 807. Food certlficaiW ~ (bom GFE N3) L808. a. ~ ~i X EtrluOn lOq Wboln•Wr m7.. 1,600.00 4 122.59 11 228.00 CERTIFICATION 1 hew oWelully reNawed tlrs HU67 Seltlamant Satwnad an0 b aie Wet d my kroW Wpe and Oefisl. N is a bus arM aWieala aWtameM d all reuipb Aral dis6ursemanb~atle on m~ a try me In tlia uarwaWOn. I IuMar oeNq Bal I haw receiv/e/d a',co7p~y d Ors HUD1 SaliNmenl Sblemam. 6onowwr: ale: 12/12/2012 seller: ~{C l[[GL ~ECUTA~ Dab:12/12/201z VL ]SHEARER LINDA U2U eonovnr: 0 Daa: Safir. C~o~2~/~~,~.~~/-pt~~(J Dab:12(12(zOlz ESTATE OF Y ER To the beat of my knowted0e the HU61 Ssasmant SabmsM wttlW I law papered w a bus antl scarab acWixo ofthe large whkh ware rerelvso arq haw bean w will De disbrws0 6Y Bie wManipied as Pan of the aeltlemam d mb ba l --' i SeltlMn~... ` . Dee: Agra: Lw ~_~~ Det.:1z/12/2Dlz MEMBERS 1 5 M WARNING: It Is a alma b krwMngly make fate sbbmrds b the Udted Slates on tMa a erry other aimilr form. Penelees upon con on qn Iradude a fine arM Impnwunent For osbda eee: Tide 1B U.S. Woe Sactlon 1(701 and Sactlon 7010. Previous tiditlona are o6eolete Page 2 of 3 HU0.1 -.- r ~_-= - awe r e ate'=e~-__ (Bam OFE.iI!!9I_ . 109.59'. '~ :001 kbrq~r Ywaarroa_ radian 1a maMh b _ ___. (Bcm OP[ p.!___ 001 k1artrnOraMOYraarq b. __Ywr!b _._ (ban OFE i17)_ i . 1 000 ; Companwn M Ooad FNNr EaUmap (CFE) ark NUP7 Charpa I _ CwmpM That Cannel Menses X UD1 UIr N - - _ ____ __._ _ u nEar Oootl Fapw Eatwnab NU61 _ __ _ ~~~ _. _ _ seal - __ _ _ I _. - - Vow aatllt ar tNarQe (pOmb) M1x Ne apatlnc Infarct nb tltosan a 802 i 455.00 - 455.00'x, Your b - ~~~r 0.00 ' T ra i - A ~ --~ ' , ._. __ _ 1,600.00 1,600.00 ~'~ Chmpa 711Y b TotY Carnet 6¢nw Yaro 7Mn 10X OovrnmsM ramrWq plarp_aa __. -_ r -._. _. a110f ___'-'-. _ yWC,alwl FSa --- -. __.. _. - -__-__ r ea ~ ~ a -_....--- SE06 T SarW oa _ OoaA FalN faBmsb .OO~i IMIP1 158.001 425.001 425.00, 1,658.751 400.00' N - __. .~__ -_ -_ .. _ __ _ t f tiabya, iwr oan one - -- - - Login Tacna Yawwtlr brrambnlr-- - -.- vbrwanbmlr _ rw MYrtnrraa npr rMawlWYnkltaA'amsuaaaaa for 17Cnrlaal, Mrra4 ana l era nwbgF lnY.lrw r 1, Can talc MNaatrlbM - II-[van aye maw. Pgmaltr a rm, can yew Ian waWme lrN ovwl Myou maws YalmbrMa a 1Ma, rn Yar ma111Y ' Mtalla Oxa0 fp Mlarast elk mpppa wlslaanas IIMT Ooaa yaw wmn trwapapaymara Ombb? ____-_~ Ooss yew ban naa a 6stloa paym~aT Tad llgrlNy Yllaall aNO YIUAp aaoraeobat~ 2,721.75 , -763.75 or i 1,230.00 145.00' i 1,958.00 ''~ -28.06099 % i~ _ Oesa FYM {aIMtINa ~ rwf o.oo' 115.56; 109.591 500.90 I j ~ I s eoaoooo 15 yaaro 230 % !, S 533.41 inoudes x' PrlntlpW X, Imareat I.tortpaps Irawronce '. X fvo. Ya. It can has r a madmum of X. Tile flat charge x111 a on ark ran Umnps apart every aMr Every rlavlge Cab, yew Interest cab can IrwrYa or Ceases 'I M' %. Over tlm Iib of the ban, yew inleryt rob la gwnnbM b never M i lover tlan X or wlghx Nan X, X'~ No. ~'. Ya, it an rise b a maranum of S X ~'~ No. ', Yw, tla MI increase ran ae on ark Cm madily amount oxed can rbs m { The maalmum tt an ever Me b b S X No. ,Vas, yew maaimwn proPSYmenl penalty is S X No. Ya, ya new a allcon OaYmdn of S dw in Yarn on X You do ra1118Ve a monWy BBCraW peymanl for home, suCl ae property lases anC tgmaoxnare inauronce. Yau mwl pay Nssa Hama Oeectly yowaMf. ~~ You haw an aaditlorul monNly escrow payment of a Nat reNYb In a bbl INtlal moneay amount oweo of S .This intlu0ae'.. pnnapal, interest any mortgage Insuranm anC arty Items tlreatsd bebw: ' Pmpxty lazes HomsoxnaYa Insurance ''. i Flood Inewance Nab: If you Nve alN gweeae a6an tlb Sakament Charges and Lan Tama Ilsled a This form, please conba ypw lentler. •revbua aditlorp aro a6edeb Page 3 of 3 ' Hua1 Continuation of Settlement Statement (HUD•1) VICKI J SMEMER Borroeers Neme MEMBERS IST FCU Lenders Nama J+00. Grow Amount Du. from Borrows 105.0. 103.c _ - - _.. ___ 1os. a 705. e. - .. tOS.t -. - - - - 105.5. 103. n. _ _ -. - -. _- _ 105.1. 8500837108 Loan Number 1 Se8lemenl brie fl00. k.m. Payabl.ln Conn.etlon with Loan BOB. D. _. __. _. _... _. __... _. _. _-.. -. _ BOe.a _ -_. _.. -. - _. .. _ -. .-- _._-. :. _ - -. ++oo. rnl. cn.ra.. 11os.u. NOTARY FEE 20.00 - _ _ _ 10.00 11oB.c. OVERNITE FEE.TO FEDERAL EXPRESS. _ - _ ` - 18 ~~.. 11oe.d. --.. ... - _...- _ _ _ ___ Charep ThN In Total Cannot iner.as. Mon Than 10% - S.I.et - - _ -- - - _ _ _ - __ - Good FeSh Eetlmrb -. - _ NUD-1. - -_ _ - e _. _ -..._ - - _. _ __ Estate Valuation Date of Death: 08/06/2012 Valuation Date: OB/Ofi/2012 Processing Date: 01/10/2013 Shares Security or Par Description High/Ask Low/Bid 1) 5714.036 BOND FD AMER (097873301; BFACX) CL C Mutual Fund (as quoted by NASDAQ) 08/06/2012 Daily Div. Accrual as of 08/06/2012 2) 3976.22 PIMCO FDS PAC INVT MGMT SER (693390429; PTTCX) TOTAL RET C Mutual Fund (as quoted by NASDAQ) 08/06/2012 Daily Div. Accrual as of 08/06/2012 Total Value: Total Accrual: Total: $119,432.10 Estate of: Mary So Meyer Estate Account: 14879.1 Report Type: Date of Death Number of Securities: 2 File ID: 14789.1.ms.2 Mean and/or Div and Int Security Adjustments Accruals value 12.92000 Mkt 12.920000 11.46000 Mkt 11.960000 73,825.35 27.95 45, 567.9P 11.32 $119,392.85' 539.27 Page 1 This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions, please contact EVP Systems at (8181 313-6300 or www.evpsys.com. (Revision 7.3.11 Estate Valuation Date of Death: 08/06/2012 Esta te of: Mary Jo Meyer Esta te valuation Date : 08/06/2012 Account: 19879 .1 Processin g Dat e: 01/10/2013 Report Type: Date of Dea th Number of Securities: 15 File ID: 19789.1.meyer.ms .3 Sha res Security Mean and/or Div and In[ Security or Par Description High/Ask Low/Bi d Adjustments Accruals value 1) 30. 339 ALGER INSTL FD (015563109; ALSRX) S CP GRN INSTI Mutual Fund (as quoted by NASDAQ) 08/06/2012 27. 68000 Mkt 27. 680000 839. 65 2) 280. 369 EATON VANCE SER TR II (277907101; EVIBX) COM Mutual Fund (as quoted by NASDAQI 08/06/2012 5. 88000 Mkt 5 .880000 1,648. 57 Daily Div. Accr ual as of OB/Ofi/2012 1.77 3) 48. 727 AIM SECTOR FDS (MSAI%) INV AMEA VALUE Y Mutual Fund (as quoted by NASDAQ) OB/Ofi/2012 29. 83000 Mkt 29 .830000 1,953. 53 4) 53. 768 AIM SECTOR FDS (VSMIX) INV SMC VAL Y Mutual Fund (as quoted by NASDAQ) 08/06/2012 17. 02000 Mkt 17 .D20000 915. 13 51 206. 611 MFS SER TR I (5 52983801; MEIA%) VALUE FD CL A Mutual Fund las quoted by NASDAQ) 08/06/2012 24. 70000 Mkt 24 .700000 5,103. 29 6) 256. 762 MORG STAN INTL VALUE EQUITY FD (616985404; IVQDX) CL I Mutual Fund (as quoted by NASDAQ) 08/06/2012 8. 93000 Mkt 8 .430000 2,164. 50 71 162. 236 MORGAN STANLEY INSTL FD INC (fi1744J846; MSACX) ACTV INTALLO I Mutual Fund (as quotetl by NASDAQ) 08/06/2012 10 .67000 Mkt 10 .fi70000 1,731. 06 BI 27, 731 MORGAN STANLEY INSTL FD INC (61744 J820; MGEM%) EMRG MKTS CL I Mutual Fund (as quoted by NASDAQ) 08/06/2012 23 .67000 Mkt 23 .670000 656. 39 9) 181. 248 MORGAN STANLEY INSTL FD INC (61749J861; MSEQX) CAPTL GWTH PTF I Mutual Fund las quoted by NASDAQ) 08/06/2012 25 .83000 Mkt 25 .830000 4,681. 64 10) 91, 879 MORGAN STANLEY INSTL FD TRUST (552913782; MPEGX) MCAP GWT PTFL I Mutual Fund (as quoted by NASDAQ) OB/Ofi/2012 33 .98000 Mkt 33 .980000 1,423 .05 111 69. 667 MORGAN STANLEY INSTL FD INC (61744J671; MSUSX) OS R/EST PTF I Mutual Fund (as quoted by NASDAQ) 08/06/2012 17 .29000 Mkt 17 .290000 1,201 .06 Page 1 This report was producetl with Estateval, a protluct of Estate Valuations s Pricing Systems, Inc. If Lou have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.11 ~~,~~ Oate of Death: 08/06/2012 valuation Date: 08/06/2012 Processing Date: 01/10/2013 Shares Security - or Par Description Righ/Ask Low/Bid 121 63.666 OPPENHEIMER GOLD 6 SPL MINERL 1603910103; OPGS%) CL A Mutual Fund (as quoted by NASDAQ) Estate ot: Mary Jo Meyer Estate Account: 19879.1 Report Type: Date of Death Number Of Securities: 15 File ID: 14789.1.meyer.ms.3 Mean and/or Div and Int Security Atlj ustments Accruals Value 08/06/2012 29.66000 Mkt 29 .660000 1,888. 33 13) 405. 307 PIMCO FDS PAC INVT MGMT SER (693390411; PT LAX) LOW DURATION A Mutual Fund las 9Uoted by NASDAQ) 08/06/2012 10.57000 Mkt 10 .570000 4,204. 09 Daily Div. Accrual as of 08/06/2012 1 .28 191 397, 003 PIMCO FDS PAC INVT MGMT SER (693391120; PRTNX) REAL RTN CL A Mutual Fund (as quoted by NASDAQ) 08/06/2012 12.49000 Mkt 12 .990000 4,958. 57 Daily Div. Accrual as of 08/06/2012 0 .61 15) 912. 618 PIMCO FDS PAC INVT MGMT SER (693390495; PTTA%) TOTAL RET A MuCUal Fund Ias quoted by NASDAQ) 08/06/2012 11,46000 Mkt 11 .460000 4,728 .60 Daily Div. Accrual as of 08/06/2012 1 .76 Total Value : 537, 677 .4fi Total Accrual : 55 .92 Total : 537,682.88 Page 2 This report was produced with EstateVal, a product of Estate Valuations b Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) ~L~-~'~--//. Jam-.- 2 estate valuation Date of Death: 08/06/2012 Estate of: Mary Jo Meyer Esta te Valua tion Date : 08/06/2012 Account: 14879 .1 Proce ssing Dat e: 01/10/2013 Report Type: Date of Dea th Number of Securities: 11 File ID: 14789.1.meyer.ms .1 Shares Security Mean and/or Div and Int Security ox Par Description High/Ask Low/B id Adjustments Accruals Value l) 291. 955 EURO PAC GROWTH FD (298706409; AEGFX.) CL F-1 Mutual Fund (as quoted by NASDAQ) OB/Ofi/2012 38 .07000 Mkt 38 .070000 9,211. 23 2I 453. 835 GROWTH FD AMER INC (399879403; GFAFX.) CL F-1 Mutual Fund (as quoted by NASDA4) OB/Ofi/2012 32 .11000 Mkt 32 .110000 14,572. 69 3) 908. 057 AIM COUNSELOR S ER TR (ACGMX) INV GWTNaINCM Y Mutual Fund las quoted by NASDAQ) 08/06/2012 20 .28000 Mkt 20 .280000 18,415. 40 4) 373. 859 AIM SECTOR FDS (VSMIX) INV SMC VAL Y Mutual Fund (as quoted by NASDAQ) 08/06/2012 17 .02000 Mkt 17 .020000 6,363. 08 6) 747. 802 MFS SER TR I (5 52983801; MEIAX) VALUE FD CL A Mutual Fund (as quoted by NASDAQ) 08/06/2012 24 .70000 Mkt 24 .700000 18,970. 71 6) 1089. 667 MORG STAN INTL VALUE EQUITY FD (616985404; IVQD%) CL I Mutual Funtl (as quoted by NASDAQI 08/06/2012 8 .93000 Mkt 8 .430000 9,185. 89 7) 513. 416 MORGAN STANLEY INS TL FD INC (61794 J861; MSEQX) CAPTL GWTH PTF I Mutual Fund (as quoted by NASDAQI 08/06/2012 25 .83000 Mkt 25 .830000 13,261. 54 B) 202 .72 MORGAN STANLEY INS TL FD TRUST (552913782; MPEGX) MCAP GWTPTFL I Mutual Fund (as quoted by NASDAQ) 08/06/2012 33 .98000 Mkt 33. 980000 fi,B88. 93 91 365. 771 MORGAN STANLEY INSTL FD INC (61744 J671; MSUSX) US R/EST PTF I Mutual Fund (as quoted by NASDAQ) 08/06/2012 17 .29000 Mkt 17 .240000 6,305. 89 10) 207. 984 OPPENHEIMER GOL D S SPL MINERL (683910103; OPGSX) CL A Mutual Fund (as quoted by NASDAQI 08/06/2012 29 .66000 Mkt 29 .660000 6,153. 98 11) 200. 368 RS INVT TR (700 159833; GBEM%) EMERGING MKTS A Mut ualFUnd (as quoted by NASDAQ) 08/06/2012 22 .86000 Mkt 22. 860000 4,580. 41 Total Value: To[dl Accrual: Total: 5113,409.20 5113,409.20 50.00 Paqe 1 This report was protlucetl with EstateVal, a protluct of Estate valuations a Pricing Systems, Inc. If you have questions, please contact EvP Systems at (8181 313-6300 or www.evpsys.com. (Revision 7,3.11 Estate Valuation Date of Death: 08/06/2012 Valuation Date: 06/Ofi /2012 Processing Date: 06/31/2012 Shares Security or Par Description High/Ask Low/Bid 1) 79.238 THRIVENT MUT FDS (000357103; AALGXI L CAP STK FD A Mutual Fund (as quoted by NASDAQ) 08/06/2012 2) 188.949 THRIVENT MUT FDS (550570105; LUBIX) INCOME FD CL A Mutual Fund (as quoted by NASDAQ) 08/06/2012 Accrual as of 08/06, payable 08/31/2012 Total Value: Total Accrual: Tota 1: $3,957.22 $3,956.27 $0.95 Page 1 This report was produced with Est ateVal, a protluct of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.01 Estate of: Mary Jo Meyer Estate Account: 14879.1 Report Type: Date of Death Number of Securities: 2 File ID: 19879.1.meyer Mean and/or Div and Int Security Adjustments Accruals Value 23.09000 Mkt 23.090000 1.714.16 9.22000 Mkt 9.220000 1,742.11 0.95 n ~ d ~ ° ~ . ° - o `~ .. ~ n ~ o ~ r '- m ~3 n ~ c~ n D ~ Z D m ~ ~ ~ O '~ Z T ° D ~ n v `I. ~ z°~ ~ m ~ O m H Ct ~ ~ { D O ~ JJ O m O ~ -o C x ~ - Z~ ~ z o m ~ A m m z c o D~ ~~ D m X ~ w y nom m--, < oz-a m ~ ° ~ z n O ~ rn o z Z n C z <-+m ~< m ~ m C7 c] -n -1 m D Z m n~ _ Z n =O D ~ Z C Z_ ~ n D O m o D w Z ~ D n in 0 o n "' w z n ~ ~ = m ~ c O m m w p v C ~ O ~ 1 O a ~ o D rn D O m ~ o O Z m O ±i O D ~ D m ~ = m ~ m ~ Z~ ° C m y T N x y C Z N T ~ ~ D m D~ o -1 ~ 2 ~ O ~ D n O T D O n N o O Z O y O m Z ~ m V1 O O y ~ ~ n D Z y 2 2 ~ D n °~ m T G7 ~ m m ~ _ O = = _ ~ Z ~ ~ iA i/? to O ~ \ ~ W W W W W J f~ W i ~ ~ ~ 'p 2,'D o 0 o ti (a` \ O 0000 6 _ 0 0 0 0 0 0 0 0 0 0 n ~~~ z C 0 b c n~~r y~ o \ ~ ~ xJ 07. ~ ~ Y ~ y ~ ~C r~;LC 'r0 ~x VI C. to Z ro yra' Y' 0 ro "+] H D < y O ~ H N d o ~ ~ w Q N C, ro Vl ~' CI f1 (~ ~ m5? z a a tt y ~ w r ~o Q 00 ~1 ',b iP ON ~D U1 "ll O~ W O Wm xl Ul N a~a~ O " 'y m ~ - c o ~ ' r. ° . ~ 3 ~ m a d S~ a m ~ ~ CD ro ox ~ r 000 i r• a ro NGbd ~P L+]Or irx~ o ro '~ (J~ ~ aD C+1 ~P ~+ U7 N T'~~ b d 2 ra a C J M V1 - .. s O c z ;, ro b ~ n 0 F, 3 ~ d r J o ~ D 3 v x ~ v < O w pi ~ ~ t ~p ^ r p i y W ro ~ o W ~ ~i N ^. N G O r N N K] v Form 71L (Rev. May 2000) Life Insurance Statement OMB No. 1545-0022 Oepartmant of the Treasury Internal Revenue Service il~ Decedent-InSUred (To be fled by the executor with Form 706, United Sfates Estate (and Generation-Skipping Transfer) Tax Retum, or Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return, Estate of nonresident not a citizen of the Untied States.) _ 1 Decedent's frsl name and middle initial 2 Decedent's last name 3 Decedent's social security number 4 Date of death Marv J Meyer (if known) 193-42-9989 08/06/2012 5 Name and address of insumnce company The Prudential Insurance ComOanv of America, PO Box 13902, Philadelvhia, PA 19176 6 Type of policy 7 Policy number Limited Pay 18600557 a Owner's name. If decedent is not owner, 9 Date issued 10 Assignor's name. Attach copy of 11 Date assigned attach wpy o(appliralion. assignment. 08/01/1951 _ 12 Value of the policy at the 13 Amount of premium (see instructions) 14 Name of beneficiaries time of assignment inda Uzupis Administratrix Of Est Of $16.06 ary J Meyer 15 Face amount of policy 16 Indemnity benefits 17 Additional insurance 18 Other benefits . 19 Principal of any indebtedness to the company that is deductible in determining net proceeds 20 Interest on indebtedness (line 19) accrued to date of death. 21 Amount of accumulated dividends 22 Amount of post-mortem dividends 23 Amount of returned premium 24 Amount of proceeds if payable in one sum 25 Value of proceeds as of date of death (if not payable in one sum) 26 Policy provisions concerning deferred payments or installments. Note: If other than lump-sum settlement is authorized for a surviving spouse, attach a copy of the insurance policy 27 Amount of installments 28 Date of birth, sex, and name of any person the duration of whose life may measure the number of payments. 29 Amount applied by the insurance company as a single premium representing the purchase of installment benefits . 30 Basis (mortality table and rate of interest) used by insurer in valuing installment benefits. 34.16 31 Were there any transfers of the policy within the three years prior to the death of the decedent? ^ Yes ^ No 32 Date of assignment or transfer Month Day Year 33 Was the insured the annuitant or beneficiary of any annuity contrail issued by the company? ^ Yes ^ No 34 Did the decedent have any incidents of ownership on any policies on his/her life, but not owned by him/her a[ the date of death? ^ Yes ^ No 35 Names of companies with which decedent carried other polities and amount of such polities if this information is disclosed by your records The undersigned officer of the above-nametl insurance tympany (or appropriate Federal agency or retirement system official) hereby certifes that this statement sets forth Vue and correct information. //r{+1~~y, ~) ~ r~ uICO PraSldant, / Signature - r "~` a ` Title - CUS[OmCr 50N1C0 OftlCe Dale of Cert'rfiwtion ~ D 8 / 2 9 12 Cat. No. 10170V Form 7'12 (Rev. 5-2000) ~~~~ ~ ~ Aug. 29. 2012 2:56PM PS[{ik 08!29/2012 Marston Law Offices Victoria L. Otto, Estates Paralegal 10 East High St. Carlisle, PA 17013 Re: MARX 7 MEYER, Deceased. PSECU Reference # 6377733366854 Dear Ms. Otto: No. 2256 P. 2 The above referenced person has an account with PSECU which was opened on August 7, 1980_ The Share accounts were individually held by MARY J MEYER. The Visa loan was individually held. The following are the Date of Death Balances for MARY J MEYER's account with PSECU: Account Date of Death Balances Interest -August 1-6 Shares: (Sl) Savings $21.79 $0.00 - S ~f., Cn /~- ~ ~ (S4) Money Handler $0.00 $0.00 Loans: (L9) Visa Loan $6,258.71 - S ~ _^( ,[~,,,,_, 3 Please provide us instructions on closing [he decedent's account if the Estate has sufficient funds to payoff the decedent's Visa loan, please remit a check, made payable to PSECU. If there are not sufficient funds to payoff these loans, please submit a letter of insolvency along with supporting documentation such as a final inheritance tax return and financial accounting. If you have any questions, please wntact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, andy Pa ley j IJ Member Service Representative PSECU PennsyNanfa State Employees Credit Unfon 1 Credit Union Place, P.0. Boz 67013, Harrisburg, PA 17106-7013.800.237.7328 • .•pseeu.com THIS CREDIT UNION IS FEDERALLY INSURED BYTHE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER. Ocwen Loan Servicing, LLC ii// www.ocwen.com O C W E N NMLS # 1852 np {'e,milPo l4ifi CUSTOMER RELATIONS 1-600.746.2936 Your call maybe recorded /nr the coaching and development o/our associates. Ilrr~llll~lrr~rlllll~~llllrrlllr~rrl~lrr'~'ll~l~ll~ll~'~I~~IIIIII MARY JO MEYER 225 TOUCHSTONE DR CARLISLE PA 17015-6948 `Current Principal Balance: 57,402.05 Interest Rate: 6.37500°h Next Payment Due Date: 09/01!2012 Interest Paid Year-To-Date: 917.24 Taxes Paid Year-To-Date: .00 Beginning Principal Balance: ~ 57,826.49 Principal Reductions Year-To-Date: 224.44 'This is the principal tuNance Doty, not Ma amount requireo to pay your account in full. Account Statement ~ Account Number: 7111061672 Account Statement Date: 08/13/2012 Property Address: 225 Touchstone Dr Carlisle PA 17015 ^^ Page 1 We're helping to make these tough times easier. The enclosed information can save you $4,000 or more! Please return the invitation by 11Iit0112 to learn how to get your savings. Accidents happen everyday. 8e prepared to protect your home and financial security. Call 1-800-348-7569 to enrdl in accidental death and disability insurance. Current Amount Due: Principal: 75.61 Interest 304.95 Current Amount Due by 09/01/12: 360.58 Total Amount Due: 390.56 f Total 1 W e may report intormation about. your account to credtt.DUreaus. Leta payments, missed payments, or other defauNs on your account may be reflected in your credk report. To obtain information about your rights under tha Fair Cred6 Reporting Act go to www.ftc.gov/credR . It you are curtentty in bankruptcy a if you have filed for banlavptcy since obtaining this loan, please read the banlwptcy infortna[ron provided on me back of this statement FOLD AND PLEASE DETACH AND RETURN BOTTOM PORTION W till PAYMENT IN THE ENCLOSED ENVELOPE W ITH ADDRESS VISIBLE FOLD AND DETACH HERE PLEASE DO NOT SEND CORRESPONDENCE W ITH YOUR PAYMENT-ALWAYS W RITE YOUR ACCOUNT NUMBER ON YOUR CHECK. DETACH HERE P ~ O~ ~~~~~