HomeMy WebLinkAbout05-20-13 J 1505610140
REV-1500 Ex �°,.,°>
PA DepartmCnt Of RevBnue OFFICIAI USE ONLY
eureau of Individual Taxes �NHERITANCE TAX RETURN Counry Code Year Fi�e Num6er
Po eox zaosoi 2 1 1 3 0 3 0 2
Harrisburo PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMODVVVY Date of Birth MMDDVYVV
0 2 2 8 2 0 1 3 0 3 1 1 1 9 1 9
Decedenfs Last Name Suffix Decedent's First Name MI
W I S E E M I L Y M
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's �ast Name Suffix Spouse's First Name MI
N 0 N E
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Original Return � 2.Supplemental Return � 3. Remainder Return(date of death
prior to 12-13-82)
� 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required
death after 12-12-82)
❑X 6. Decedent Died Testate � 7. Decedent Maintained a Living Trust 1 6.Total Number of Safe Deposit Boxes
(Attach Copy of Wilq (Attach Copy of TrusQ
� 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(date of death � 11. Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
E L I Z A B E T H H . F E A T H E R 7 1 7 2 3 2 7 6 6 1
RE61q�R OF WIElB US Nrn
W � � °� C7
First line of address m Z c� � � ^'�
� nerr N .' , �f
C A L D W E L L 8 K E A R N S , P . C . �- � :-u � � �-�
Second line of address � � `� �
� �� � G �
r� ��> _:-� � �. °�r
3 6 3 1 N 0 R T H F R 0 N T S T R E E T >` __ � - -
� �. �-_ -= c�
City or Post OHiCe Slate ZIP Code —i DATE�FWED '�� �
�,'�, N Cl� ��
H A R R I S B U R G P A 1 7 1 1 0 ° �
CorrespondenPs e.maii address: efeather(�Dcklegal.net
Under penaltles o!per�ury,I declare that I have examined this retum,inclu0ing accompanying schedules and statements,antl to t�e best of my knowledge and belief,
i[is true,wrrect and wmplete.DeUaration of preparer other than ihe personal representative is basetl on all information of which preDarer has any knowleEge
SIGNATUREQF PERSON R SPONSIBLE FOR FILING ETURN DATE
/6 �i� �I7 .6� �/ir/a oi 3
,.�v
ADORE
242 N • 17th STREET CAMP HILL PA 17011
SIGNpFURE OF3RfPARE{t O�ER TH N REPRESEN7ATIVE 4
��...al.�:t� 7l� SIiSl�3
ADDRES� �
3631 NORTH FRONT STREET HARRISBURG PA 17110
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610140 1505610140 ��,`�
V'
� 1505610240
REV-1500 EX
DecedenPS Social Security Number
oecedenrs rvame: E M I L Y M • W I S E
RECAPITUTATION
t. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. •
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 4 3 5 8 5 , 5 6
3. Closely Held Corporetion, 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. 1 4 7 4 4 0 . 3 7
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. •
7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property
(Schedule G) �] Separete ei�ling Requested . . . . . . . 7. 2 4 9 6 4 , 7 4
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 2 1 5 9 9 0 , 6 7
s. Funeral Ezpenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 1 2 6 8 4 . 3 4
10. Debts of Decedent, Mortgage Liabilities, and Liens(Schedule I) . . . . . . . . . . . . . 10. 1 0 S 8 . 4 3
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. L 3 7 4 2 . 7 7
12. Net Value of EsWte(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 2 0 2 2 4 7 . 9 0
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which
an election to tax has nol been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. .
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 2 0 2 2 4 7 . 9 0
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
al the spousal tax rete,or
transfers under Sec. 9116
(a)(12)X.0 _ � . � � 15. � . Q �
16. Amount of Line 14 taxable
at lineal rate X.0_ � . � � �6. � . 0 �
17. Amount of Line 14 taxable
atsib�ingrate x.�2 1 8 2 2 4 7 . 9 0 ��. 2 1 8 6 9 . 7 5
18. Amount of Line 14 tazable
at co��atere�rate x.�e 2 0 0 0 0 . 0 0 �s. 3 0 0 0 . 0 0
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2 4 8 6 9 . 7 5
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 1505610240 1505610240 J
REV-1500 E% Page 3 Flle Number
DecedenYs Complete Address: 2� 13 oso2
DECEDENT'S NAME
EMILY M. WISE _ _
STREETADDRESS
325.WESLEY DRIVE, APT. 3210
__ --- . __ --
CITV STATE ZIP
MECHANICSBURG PA 17055
Tax Payments and Credits:
�� Tax Due(Page 2,Line 19) (1) 24,869J5
2. CreditslPayments
A.Prior Payments
B.Discoun� 1.243.49
Total Credits(A+B) (2) 1,243.49
3. Interest
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENL (3)
Fill in oval on Page 2,Line 20 to requeat a refund. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 23,626.26
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 ihe use or income of the propetly transferred: ...................................................................... ❑ Q
b. retain the right to designale who shall use the property lransferred or its income; ❑ Q
c. retain a reversionary interesh or ................................................................................................ ❑ 0
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ QX
2, If death ocarred afler December 12,1982,did decedent transter property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ Q
3. Did decedeM own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ QX
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a benefciary 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. gs11s(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
f ling 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 p2 P.S. §9116(a)(1.2)�.
• The tax rate imposed on the net value of transfers to or for the use of the decedenPs lineal beneficiaries is 4.5 percent,except as noted in
72 P.S. §9116(12) [72 P.S.§9116(a)(1)1.
• The tax rate imposed on the net value of transfers to or for the use of the decedenPs 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«(8-12)
pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EMILY M. WISE 21 13 0302
All p�operty jointly owned with rfght of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, 141 U. S. Savings Bonds as identified on the attached Exhibit 1 43,585.56
TOTAL(Also enter on Line 2,Recapitulation) E 43 585.56
If more space is needed, insert additional sheets of the same size
REV-1508 EX+(OB-12)
pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN
RESioeNroECEOeNr PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
EMILY M. WISE 21 13 0302
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 S¢hedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Wells Fargo Checking Account#3191805898 100.02
2. Wells Fargo Checking Account#1000614566191 21,256.64
3. Wells Fargo Savings Account#3191810310 53,649.29
(A copy of the Wells Fargo valuation is attached as Exhibit 2.)
4. PNC Bank Money Market Account#50--485-5527 33,708.42
(A copy of the PNC Bank valuation is attached as Exhibit 3.)
5. Bethany Village refund 38,704.00
6. Travelerslnsurance refund 22.00
TOTAL(Also enter on Line 5,Recapitulation) $ 147 440.37
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+(OB-09)
pennsylvania SCHEDULE G
DEPARTMENTOFREVENUE INTER-VIVOSTRANSFERSAND
wHeRiTnNCeTnxaEruRN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EMILY M. WISE 21 13 0302
This schedule must be completed and filed if the answerto any oi queslions 1 ihrough 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM iNCwoE.HewvneoFrHeranNSFeaee,rHeiRaewTioNSniPTOOeceoenTnNO DATEOFDEATH °/,OFDECD'S EXCLUSION TAXABIE
NUMBER THE�ATEOFTRANSFER.NTTACHACOPVOFTMEDEEDFORRENLESTATE. VAWEOFASSET INTEREST pvnrpllCABLE) VALUE
1. MetLife Annuity Policy#A2057603. Donald Markley, brother 24,964.74 100.00 24,964.74
of decedent, is beneficiary.
TOTAL (Also enter on Line 7,Recapitulation) S 24 964.74
If mo2 space is needed,use additional sheets of paper of Ne same size.
_
_ ___
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESI�ENT DECEDENT
ESTATE OF fILE NUMBER
EMILY M. WISE 21 13 0302
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERALEXPENSES:
1. Myers-Harner Funeral Home, Inc. 8,263.00
2. Gingrich Memorials 165.00
3. Minister 125.00
4. Oberlin Cemetery 975.00
5. Wegman's- Meal after funeral z72.gq
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)ot Personal Representative(s)
Street Address
Ciry State ZIP
Vear(s)Commission Paid:
2, AttomeyFees: 2,50�.0�
3. Family Exemption:pf decedenfs address is not the same as claimanPS,altach explanation.)
Claimant
SVeet Address
Ciry State ZIP
Relationship of Claimant to Decedent
4. Piobate Fees, 358.50
5 AccountantFees:
6, Tax Return Preparer Fees
�. Wells Fargo- Safe deposit box key 25.00
TOTAL(Also enter on Line 9,Recapitulation) S 12 684.34
If more space is needed,use additional sheeGs of paper of the same size.
REV-1512 EX+(�z-�z)
pennsylvania SCHEDULE I
oEPAR'"'E"TOFRE�E""E DEBTS OF DECEDENT,
wHeRirnNCernxRETURN MORTGAGE LIABIIITIES 8� LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EMILY M. WISE 21 13 0302
Report debts incurred by the decedent prior to death that remalned unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Wells Fargo - Reimbursement of retirement overpayment 402.15
2. Verizon - Final phone bill 24.32
3. Bank of America- Credit card bill for Weis Pharmacy 58.81
4. Sears Credit Card 418.25
5. Personal tax 4.90
6. Holy Spirit Hospital - Medical services 150.00
TOTAL(Also enter on Line 10,RecapiWlalion) $ 1 058.43
If more space is needed, insert additional sheets of the same size.
REV4513 EXt(01-10J
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
BENEFICIARIES
INHERITANCE TA%RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
EMILY M. WISE 21 13 0302
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLEDISTRIBUTIONS [IncludeoutnghtspousaldisMbup'onsandtransfersunder
Sec.9116(a)(12).]
1. William Morris Markley Collateral 5,000.00
2. Michelle Suzanne Markley Collateral 5,000.00
3. Peter Michael Markley Collateral 5,000.00
4. Karen Maria Markley Collateral 5,000.00
5. Donald E. Markley and Ann E. Markley, husband and wife Sibling 182,247.90
242 North 17th Street
Camp Hill, PA 17011
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
!I. NON-TAXABLE DISTRIBUTIONS:
A,SPOUSAL D�STRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
Calculated Value oi'Your Paper Savings Bond(s) Page 7 of 2
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 03/2013
Total Price Total Value Total Interest YTD Interest
$4,518.75 31 202.94 26 684.19 0.00
Bonds: 1-74 of 74
Serial Issue Nex4 Final Issue Enterest
# Series Denom Date Accrual W9aturity Price InYerest Rate Value Note
NA E $50'O1/1978' O1/2008 $37.50 $219.40 $256.90 MA
_ _ . _ . _
NA E $50 03/1978 03/2008 $37.50' $179.58 $217.08 MA
NA E $50 05/1978 OS/2008 $37.50 $175.84 $213.34 MA
_ _ _ _ . _ _ _ _ _.
NA E $50'04/1976 04/Z006 $37.50' $232.02 $269.52 MA
NA E $50 03/1976 03/2006 $37.50 $232.02 $269.52 MA
NA E $50 01/1976 O1/2006 $37.50 $232.02 $269.52 MA
NA E $50 06/1975 06/Z005 $37.50 $228.80 $266.30 MA
NA E $50 OS/1975 OS/2005 $37.50 $228.16 $265.66 MA
NA E $50 04/1975 04/2005 $37.50 $2Z5.64 $263.14 MA
NA E $50 03/1975 03/2005 $37.50, $225.64 $263.14 MA
NA E $50 02/1975 OZ/2005 $37.50 $225.64 $263.14 MA
NA E $50 O1/1975 O1/2005 $37.50 _ $225.64 $263.14 MA
NA E $SOI01/1973 01/2003' $37.50 $221.62 $259.12' MA
_ _ _ . . . __ _ _ _ __. _ _ _
NA E $50'12/1972i 112/2002i $37.50 $219.16i $256.66 MA
__ __ _ _. ___. _ . _ _ _ _ _ _ _ _
NA E $50'12/1971'. ! 12/2001i $37.50' $215.82I ' $253.32' MA
__ __._ _
NA E $50'04/1971'. 04/2001 $37.50' $215J0 $253.20' MA
. _._ _ __ _
NA E $50 01/1970_ O1/2000 $37.50 $236.50 $274.00 MA
NA E $50 O1/1970 O1/2000 $37.50 $236.50 $274.00 MA
NA E $50 O1/1969 O1/1999 $37.50 $237.04 $274.54 MA
NA E $50 02/1967 02/1997 $37.50 $214.22 $251 J 2 MA
NA E $50 12/1966 12/1996 $37.50! $214.20 $251 J 0 MA
NA E ' $50 08/1966 08/1996 $37.50 $209.04' $246.54. MA
NA E ' $50 O1/1966 _ O1/1996 $37.50 $Z18J6 $256.26 MA
NA E ' $50 12/1963 12/2003 $37.50; $411.60 $449.10 MA
NA E $50 08/1974 08/2004 $37.50 $Z22.54 $260.04 MA
NA E $50'-07/1974' 07/2004' $37.50' $222.54 $260.04' MA
NA E $50'06/1974 06/2004 $37.50' $222.54 $260.04 MA
NA E $50'OS/1974 OS/2004 $37.50 $221.92 $259.42 MA
_ _
NA E $50,04/19741 04/2004 $37.50! $219.46 $256.96' MA
NA E $50 03/1974 03/2004 $37.50' $219.46 $256.96 MA
NA E $75 01/1965 O1/2005 $56.25 $646.08 $702.33 MA
NA. E . $75. 08/1967 � 08/1997 $56 25. $329.10' . �385.35 MA
NA E $75 09/1974 09/2004� $56.25�. $333.81. �� $390.06 MA
NA�. E $75 10/1974. �. 10/2004 $56.25� $333.81. . $390.06�. MA
NA� E � $75� 11/1974. �. 11/2004 $56.25�� $337.53 � $393J8 MA
NA E $75 12/1974� �� 12/2004� � $56.25' $338.52 $394.77 MA
NA E $75 12/1975� �. 12/2005 $56.25 $348.00� . $404,25� MA
NA� E $75 07/1976 . 07/2006 $56.25� $352J1� $408.96� MA
NA E $75 02/1976� � 02/2006 $56.25� $348.03� � $404.28 MA
NA E $75�07/1975� 07/2005�. $56.25� $343.20 � $399.45� MA
NA E $75�08/1975 � � OS/2005� $56.25 $343.20 � $399.45 MA
_ _ Lx��b�'� ) _ _
, „ . . r,___.__ ._____._.a:_..,.. ._�..ionicnno..;,.� 4/'J7/;7(114
Calculated Value of Your Paper Savings Bond(s) Page 2 of 2
NA E $75-09/1975 09/2005 $56.25 $343.20 $399.45 MA
NA� E $75�� 10/1975 10/2005 . $56.25��. $343.20 � $399.45 MA
NA E $75�� 11/1975 11/2005 . $56 25 $347.13 . � $403.38. MA
NA E� $75 12/1979 12/2009 $56.25 � $275.61 $331.86 MA
NA E $100 10/1976 10/Z006 $75 00 $470 28 $545.28 MA
NA E $100 10/1976 10/2006 $75.00 $470.28 $545.28 MA
NA E $100 09/1976 09/2006 $75.00 $470.28 $545.28 MA
NA E $100 09/1976 09/2006 $75.00 �470.28 $545.28 MA
NA E $100 08/1976 08/2006 $75.00 �y470 28 $545.28 MA
NA E $100 08/1976 08/2006 $75 00 $470.28 $545.28 MA
NA E ' $100.07/1976 07/2006 $75 00 $470.28 � $545.28 MA�
NA E $100 OZ/1978 . 02/2008 � $75.00. $438.80 $513.80���. MA
NA E $100 02/1974 02/2004 $75.00! $438.92 $513.92 MA
NA E $100 02/1974 02/2004 $75 00 _ $438.92 $513,92 MA
NA E ' $100.OZ/1974 . 02/2004 $75.00 . $438.92 �$513.92� MA
NA E $100 02/1974 02/2004 $75.00 _ $438.92 $513.92 MA
NA E $l00 OZ/1974 OZ/Z004 $75.00 $438.92 $513.92 MA
NA E $100 02/1974 02/2004 $75 00 $438.92 $513.92 MA
NA E $100 07/1973 07/Z003 $75 00 $450.84 $525.84 MA
NA E $100 07/1973 07/Z003 $75.00 $450.84 $525.84 MA
NA E $100 07/1973 07/2003 $75.00 $450.84 $525.84' MA
NA E $100 07/1973 07/Z003 $75.00 $450.84 $525.84 MA
NA E $100 11/1972 11/2002 $75.00 $437.20 $512.20 MA
_
NA E $100; 11/1971 . 11/2001 $75.00 $430.44 $505.44 MA
NA E $100 12/1967 12/1997 $75.00 $450.12 $525.12 MA
NA E $100 02/1966 02/1996, $75.00 $437.52 $512.52 MA
NA E $100 02/1966 02/1996 $75.00 $437.52 $512.52 MA
NA E $100 12/1978 12/2008 $75.00 $358.08 $433.OS MA
_ _ _
NA E $200 11/1978 11/2008 $150.00 _ $713.84' ' $863.54 MA
NA E $200 09/1978 09/2008 $150.00 $705 J6 $855 J 6 MA
NA E $20D 11/1978 il/2008 $150.00 $713.84 $863.84 MA
NA E $200 07/1978 07/2008 $150.00 $705J6 $S55J6 MA
NA E $200 03/1977 03/2007 $150.00 $954.32' $1,104.32 MA
Totals for 74 Bondsl 4 518J5;$26,684.19 $31,202.94
Notes
NI I Not Issued _ . _ .
NE Not eligible for payment
PS Includes 3 month interest penalty
MA '�.Matured and not earnin interest
Mtn�//urun�� trcocnrvAirPrt nn../R(�`/CR(�Pr:r�P 4177/7M 2
Calculaled Value of Your Paper Savings Bond(s) Page i of 7
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 03/2013
� Total Price Total Value Total Intere5t YTD Interest
$989.00 $5,432.09 $4,443.09 $18.16
Bonds: i-21 of 21
Serial Tssue Next Ffnal Issue Ynterest
# Series Denom Date Accrual Maturity Price Interest Rate �alue Note
NA EE $50 10/1986 04/2013 10/2016' $25.00! $73.42 4.00% $98.42
NA EE $100 09/1985 09/2013'. 09/2015 $50.00' $158.88 4.00% $205.88
. _ _
NA EE ' $100'09/1985 09/2013' 09/2015 $50.00 $158.88 4.00% $208.88.
NA EE ' $100 11/1985 05/2013' 11/2015 $50.00' $154.80 4.00% $204.80
NA EE ' $100 03/1983 ' 03/20131 $50.00 ! $180.64 : $230.64 MA
_ __ __ . _ _ __
NA EE $100'01/1983' O1/20131 $50.00' $230.32 $280.32 MA
NA EE ', $100 07/1982 07/2012! $50 00 $243.80 $293.80 MA
NA EE ' $100 09/1981 09/2011! $50 00' $243.80 $293.80 MA
NA EE ' $75 12/198 L 12/2011! $37.501 $182.85 $220.35 MA
_ _ :_ _. __. __.. . __ _
NA EE '. $75, 11/1981! I il/2011', $37.50 ' $182.85 I $220.35' MA
_ _ _ _ __..
NA EE $75' 10/1981, ' 10/2011' $37.50; $182.85 $220.35 MA
NA EE ' $75 09/1981 09/2011. $37.50' $182.85 $220.35 MA
NA EE ! $75 09/1981 09/2011' $37.50' $182.85 $220.35 MA
NA EE ' $50 10/1981' . 10/2011' $25.001 $121.90 $146.90' MA
_ _ ._ _ . _ __. ___
NA EE ' $50,08/1981' 08/2011! $25.00: $121.90 $146.90 MA
NA E $75 04/1979 , 04/2009 $56.25! $268.59 $324.84 MA
NA E I $200, 10/1978 10/2008 $150.00' $705J6 �855J6 MA
NA E I $100 08/1978! 08/2008', $75.00' $352.88 $427.88 MA
_ _
NA E $50' 03/1979! iO3/2009' $37.50' $179,06 $216.56 MA
NA E $50' O1/1966i O1/1996 $37.50' $218 J6 $256.26 MA
NA SN ' $25 01/1969. O1/1999 $20.25! $115.45 $135J0 MA
Totals for 21 Bonds 989.00' 4 443.09 $5,432.09
�lotes
NI Not Issued
NE Not eligible for payment
PS Includes 3 month interest penalty
MA Matured and not earnin interest
U��..,.ii...�.._.. �_,...,.,..-..A;....,.�. ,.,,..,/R(`/CR!'D.:r.a �/7'7/7(ll�
. _ . .___'_ _' " ,._. . ..r,.,. ...,. ..c,�u i.vi�u�o� f'dbC 1 01 2
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 03/2013
7otal Price Total Value Total Interest YTD Ynterest
$1 11H.75 $7 044.13 $5,925.38 20.00
Bonds: 1-43 of 43
Seraal Issue Next Final Issue Interest
# Series Denam Date Accrual Maturity price Interest Rate Value Note
NA E $25 11/1963 11/2003 $18J5 $204.42 $223.17 MA
NA E $25 06/1976 06/2006 $18J5: $117.59 $136.34 MA
NA E $25 03/1966 03/1996 �18.75: $103.19
NA E $25 07/1973 07/2003 $18J5' $112J1 �121.94' MA
NA EE $100 02/1986'08/2013 02/2016 $131.46 MA
NA EE $50.00 $154.80 4.00% $204.80
$100 02/1986 O8/2013 02/2016 $50.00 $154.80 4.00% $204.80
NA EE $100 03/1986 09/2013, 03/2016 $50.00' $154.80 4.00%. $204,50
NA EE $200 10/1985 04/2013' 10/2015 $100 00; $309.60 4.00% $409.60
NA EE $200 O1/1986 07/2013 O1/2016 $100.00 $309.60 4.00% $409.60
NA E $25 OS/1976 OS/2006 $18J5 $117.29 $136.04 MA
NA E $25 12/1963 12/2003 $18J5' $205.80 $Z24.55 MA
NA E $25 02/1964 02/2004, $18J5_ $207,96
NA E $25 02/1964 02/2004 $Z?6J1 MA
NA E $18J5: .$207.96 $226J1, MA
$25 03/1964 _ 03/2004: _ __$18J5: $209.04 _ $227J9 MA
NA E $25 O1/1965 Ol/2005 �18J5: $215.36
$234.11 MA
NA E $25 O1/1965 O1/2005 $18J5, �215.36 $234.11 MA
NA E $25 OS/1968 OS/1998 $18.75! $113.82 $132.57 MA
NA E �25 01/1973 O1/2003 $18J5 $110.81 $129.56 MA
NA E $25 06/1978 06/2008 $18J5 $88.19
$106.94 MA
NA E $25 04/1978 04/Z008 $18J5;_ $89J9 $lOS.54 MA
NA E $25 02/1978 02/2008 _ �18,75_: $109J0 $125.45 MA
NA E $25 05/1977 OS/2007 $18J5' �120.65 $139.40 MA
NA E $25 11/1976 11/2006 $18.75 $118.90 �137.65' MA
NA E $25 OZ/1977 02/2007 $18J5 $119.29 $135.04' MA
NA E $25 09/1979 09/2009 _ $18J5_ $90.84 $109.59 MA
NA E $25 10/1979 10/2009 $18.75. $90.84 $109.59 MA
NA E $25 10/1979 10/2009 $18J5 $90.84 $109.59 MA
NA E $25 10/1979 10/2009 $18J5
NA E $25 11/1979 11/2009 �90.84 $109.59 MA
NA E -. - $18J5, $91.87 $110.62 MA
$25 11/1979 11/2009 $18J5! $91.87 $110.62 MA
NA E $25 06/1979 06/2009 $18 75 $90.84 $109.59 MA
NA E $25 06/1979 06/2009 $18 75„ $90.54
NA E $109.59 MA
$25 07/1979 07/2009 $18J5' $90.84 $109.59 MA
NA E $25 07/1979 07/2009 $18J5: $90.54 $109.59 MA
NA E $25 08/1979 OS/2009 $18.75 $90.84 $109.59 MA
NA E $25 08/1979 08/2009 $18J5 $90.84 $109,59 MA
NA E $25 09/1979 09/2009 $18 75 $90.84
NA E $25 09/1979 09/2009 $18J5 $109.59 MA
NA E . $90.84 $109,59 MA
$25 OS/1979 OS/2009 $18J5 $90.58 $109.33 MA
NA G $ZS 01/1979 O1/2009 $18.75 $89.53 $108.28 MA
i.rr.,.//�,.,.,.., +_,..,�,,..,a:_.,,.. _,._.�n�rannn'___ .. ..........._
Calculated Value of Your Paper Savings Bond(s) Page 2 of 2
NA E $50 O1/1979 O1/2009 $37 50 $179.06 $216.56 MA
NA E $50 02/1979 OZ/2009 $37.50 $179.06' $216.56 MA
NA E $50 06/1977 06/2007 $37.50 $241.90 $279.40 MA
Totals for 43 Bonds 1 118J5 5 925.38' $7,044.13
fdotes
NI NotIssued
NE Not eligible for payment
P5 Indudes 3 month interest penalty
MA Matured and not earnin interest
,..._.ii----_- �._-'.._..a:_,._. __..inr�icn�-n..:,.,, 4 r'Yrr7n��
-
PMA acmunt 3191805898 ■ February 1,2013-February 28, 2013 ■ Page 1 of 8
n � �
PM A� Wells Fargo� PMA Package
Questions?Please contact us:
Wells Fargo Premier Banking Team•^
Available 24 hours e day,7 days a week
Phone: 1-800-742-q932, T1Y: i-600-600-4833
Spanish: 1-877-727-2932
Chinese: 1-800-288-2286
Online: wellsfargo.com �
Write: Wells Fargo Bank,N.A.
DCPPIIDHCF 000599 P.O.BOx 6995
'�II��'11����11���1���1�6�1111����L���'lll�l9�1��1�1'9��1�111 Portland,OR 97226-6995
EMILY M WISE
� DONALD MARKLEY POA February 28, 20�3
325 WESLEY DR APT 3210
MECHANICSBURG PA 17055-3504 Total assets: $75,005.95 °
Last month: $73,919.07 �
Change in $: $1,086.88 0
s
Change in%: 7.470� o
Totalliabilities: $0.00 �
Last month: $0.00 Z
Change in 5: $0.00 z
z
\ Change in%: 0.00% Z
z
Qualif in Balanw: �
y g $75,005.95 Z
z
Contents pa9e z
z
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 Z
z
PMA°Prime Checking Account. . . . . . . . . . . . . . . . .3 °
0
Other Checking. . . . . . . . . . , °
. . . . . . . . . . . . . . . .5 A
�
A
Savings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 N
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PMA account 3191805898 ■ February 1, 2013-february 28, 2073 ■ Paqe 2 0(8
�,
Overview of your PMA account
Assets
Percen[ dalancelasf Qolancefhis Inaease/ Yercen(
Acmunt fn��o���rcw����ern ofmml rnonth/5) mantli(5) decrease(51 chonge
PMA"PrimeCheckingAcmuntl3���eo,e9e� <1�/ 100.02 100.02 0.00 0.0096
WeIlsFargo"EssentialChecking n000masem�q 26% 20,U5,49 21,256.64 1,087.15 53695
Wellsf-argo"HighYieldSavingsl3��ieiwiol 72% 53,643.56 53,699.29 5J3 0.0175
Total assets $73,919.07 $75,005.95 $1,086.88 7.47%
Total asset allocation(by a«ount rype)
Checking�.
2896
/
Savinqs:
J2%
Interest, dividends and other income
The infoimation below sbould not be used lo�mx pinnning purposes.
Acmunt Thismonth Thisyear
WeIlsPargo`HighYieldSavings 13���aio3iol 5J3 12.56
Total interest,dividends and other income $5.73 $12.56
J
The"Overview of your PMA AccounN'section of your statement is provided for informational and convenience
purposes.The Overview shows activity and information from (1) deposit,credit and trust acrounYS with Wells Fargo
Bank, N.A.,and Q) brolcerage accounts with Wells Fargo Advisors,LLC,or Wells Fargo Advisors Financial Network,
LLC(members SIPC); brokerage accounts are carried and deared through First Clearing,LLC;(3)Wells Fargo Funds
Management, LLC provides investment advisory and administraLive services for Wells fargo Advantage Funds;other
affiliates provide subadvisory and other services for the Funds;and (4) insuranw products offered through non-bank
insuranw agency affiliates of Wells Fargo&Company and underwritten by unaffiliated insurance companies.
��Tftr
PMA accoun[3191805898 ■ February 1, 2013 -February 28, 2013 ■ Page 3 of 8
" •
PMA° Prime Checking Account
Activitysummary Accountnumbec 3197805898
Batance on 2/1 700.02 EMILY M WISE
Deposi[s/Additions 0.00 DONALDMARKLEYPOA
Wi[hdrawals/Subtractions -0.00 WellsFargoBank,N.A.,Pennsylvania (MemberFDlq
Balanceon2@8 5100.02 Questionsaboutyoura<counC 7-800-742-4932
Worksheetto balance youraccountand General
Statemen[Policies can be found rowards the
end o(this statement.
Interest you've earned �
�
In[erest paid on 2R8 50.00 �
Average collec[ed balance this month S 100.02 0
x
Annual percentage yield eamed 0.00% T
Interest paid this year 50.00 °oo
Total interest paid in 2at2 50.01 �
z
z
z
z
z
We want to let you know of important upcoming changes. Z
z
z
Effective April 1,2013,the Legal Process Fee which indudes levy,writ,garnishment,and any other legal document z
that requires funds to be attached will be $125 each. z
z
z
If you have questions about these changes,or would like a complimentary financial review to ensure that you have o
the right accounts to meet your financial goals,please contact your local banker or call the phone number listed at o
the top of your statement. >
�
P
�
O
O
�
V
We want to let you know of important upcoming changes. —
a
Effective April 1, 2013,the Domestic Collections Fee will be$25 per item. °
�
If you have questions about these changes, or would like a complimentary financial review to ensure that you have �,
the right accounts to meet your financial goals, please contact your local banker or call the phone number listed at
the top ofyour statement
Effective June 18, 2013,American Expressa Travelers Cheques, Cheques for Two,and Gift Cheques will no longer be
available through Wells Fargo.
PMA account 3191805698 ■ February 1, 2013-February 28, 2013 � Page 4 of 8
i
� : �
� PMAaPRIMECHECKINGACCOUNT (CONTINUED)
Please read below about an upcoming change to your PMA� Package brokerage account benefits
Notice:EfFective April 1,2013 [he PMA benefit for linkinq a WellsTrade°"brokerage account to a PMA Package is
changing as follows:
WeIlsTrade brokerage accounts linked before April 1,2073;All beneFits for WellsTrade brokerage accounts linked
to a PMA Package before April 1,2013 remain unchanged.
WeIlsTrade brokerage accounts linked on or after Apri11,2013 will not receive 100 commission-free online
trades per year.When a WeIlsTrade account is linked to a PMA Package on or after April 1,2013,benefits include a
discounted rate of$6.95 per transaction (normally $8.95)for unlimited online and automated telephone trading
commissions for Stocks(excluding Penny Stocks)and Exchange-Traded Funds (ETFs),***WeIlsTrade IRA and
standard brokerage annual account fees waived regardless of PMA Package balances.*"Contact Welis Fargo
Advisors for a complimentary consultation with a Financial Advisor.
Other fees and commissions apply to a WeIlsTrade account.For complete information on fees and commissions,
refer to the WeIlsTrade Account Commissions and Fee Schedule at welisfargo.com.Schedule subject to change at
any time.
**The PMA Packaqe is subject to a monthly service fee.Talk to your banker to learn about how you may qualify to
waive this month!y sen�ice fAO�fy�� m?intain a minimum quaffying balanre.Anni.ial fu�d-related expenses apr�ly to
mutual funds and ETFs. Deposit products offered by Wells Fargo Bank, N.A.Member FDIC.
***Discounts and fee waivers based on having a WeIlsTrade account linked to a PMA Package as of June 30 oF each
year.If the PMA Package relationship is terminated,the special commission rate for trades will discontinue and
revert to the standard commission rate applicable at the time of the change.
Access to online services may be limited,delayed or unavailable during periods of peak demand, market volatility, �
system upgrades or maintenance,or electronic, communications or systems problems,or for other reasons. ^�
Investment and Insurance products:
-NOT FDIC Insured
-NO 6ank Guarantee
-MAY Lose Value
Brokerage products and services induding WeIlsTrade brokerage accounts are offered through Wells Fargo Advisors,
LLC, Member SIPC,a reyistered broker-dealer and separate non-bank affiliate of Wells Fargo&Company.Wells Fargo
6ank, N.A.is a bank a(filiate of Wells Fargo&Company
�
PMA account 3191805898 ■ February 1,2013- February 28,2013 ■ Page 5 of 8
� �
Wells Fargo° Essential Checking
Activity summary Acmunt numbec 7000614566197
6a�ance on 2/1 20,175.49 EMILY M WISE
Deposits/Additions 1,220.73 DONALDMARKLEYPOA
Withdrawals/Subtractions -739.58 WeIlsFargoBank,N.A.,Pennsylvanig (MemberFDlq
Balanceon2/28 $21,256.64 Ques[ionsaboutyouracmunt 1-800-742-4932
Worksheet to balance your account end General
S[a[emen[Polir.ies can be found mwards Ihe
end of this stareinent.
Transactio�o�._ � — �
�
a Deposis[7-'�--lR�ifhdLwals/ EndingDaily _4
Date Oescription CheckNo. Additians Subhactio�`ns��-_., Balance p
Beginningbalanceon2/1 2U;1-7$.49 �
2/1 SSA Treas 310 Xxsoc Sec 020113 Xxxxx0774A SSA Emily M Wise 909.00 � o
2/7 Wtc Cash Balance Plan Pmt 12222120 Emily M Wise 31 l J3 \ �
�
2/7 Check 4747 25.26 21,370.96 �
2/5 Verimn Financia Payments 13020404750930358451050320 �4750 23.16 21,347.80 Z
2/7 Wells Fargo Ins Prem Xxzxz0044 Wise,Emily M. 90.42 21,257.38 z
2/20 CaremarkMailMailOrderXxxxx7732EmilyWise 0J4 21,256.64 Z
Ending balanceon 2l28 � 21,256.64 Z
^` Totais $1.220.73 $139.58 z
� __Keyto�mbols��Conver�edcheckr'P'operchecTcconve7ted7b'orTelecProniuformafpy,�u�ayeeardesignaredrepresenm[ive, �-"�� Z
Convertedchecksmnnotberelurned,mpiedorimaged — --"� Z
Z
Z
Summary of checks written(checks listed are also displayed in the preceding Transoction hisiory section) o
Number Date SAmount Number Date SAmount "
4747 2/7 25.26 4750` 2/5 23.16 °n
'Gap in[heck sequence.
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_
PMA account 3191805898 ■ February 1,2013-February 28, 2013 ■ Paqe 6 of 8
�
Weils Fargo° High Yield Savings
Activity summary Account number. 3791810310
Ralance on 2/7 53,643.56 EMILY M WISE
Deposits/Additions 5J3 DONNLDMARKLEYPOA
Wi[hdrawals/Sublractions -0.00 We1lsFnrgoBnnk,N.A.,Vennrylvania (Membe�FDIQ
Balanceon2/28 $53,649.29 Questionsaboutyoura¢ount 1-800-742•4932
Worksheet to balance your acmunt and General
S[a[ement Policies can be found towards Che
end of this statement.
Interest you've earned
Interes[earned this month 55J3
Average mliec[ed balance[his mon[h 553,643.56
Annual percentage yield eamed 0.74°k
Interest paid this year $12.56
Total inieres[paid in 2012 $109.15
Transaction history
Deposits/ Withdrowals/ EndingDaily
Dnte Desv;pfion Additinns tuhfm<rions l3alnnce .
Beginning balance on 2/1 53,643.56
2/28 Interest Payment 5J3 53,64929
Ending balance on 2/28 53,649.29
Totals 55.73 $0.00
°o
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?`�. _
1�[
Premium Money Market Account Statement �pNC�ANK
i�NC li.«�i: �;
C„G����/5, �z''/.3
Primary account num6ec 50-0485-5527
P2ge 1 of 3
iFoF[Iieperiod03/'f6/209 to04/15/3bq.� Numberofenclosures:0
\�
OU0315 �� � For24-hourbankin andtransactionor
����5C' EST EMI LY M WISE DECD \\ \ �interest rate information,sign on to
ANN M MARKLEY EXTR \ PNC BankOnline Bankinc�at pnc.com.
242 N 17TH ST �� 1 'a Forcustomerservicecalll-888-PNGBANK
CAMP HILL PA 17011-3910 ,� Monday-Friday: 7AM-10PMET
� Saturday&Sunday: 8 AM-5 PM ET
` /'� Para servicio en espan"ol, 1-866-HOLA-PNC
�\„ �_ Moving? Please contact us at 1-688-PNC-BANK
�-��
� Writeto:CustomerService
PO Box 609
Pittsburgh PA 15230-9738
�Visit us at pnc.com
� T�Dterminal: 7-800-531-7648
Por hear'vig unpa'vrd r.tienix only
Premium Money Market Account Summary Est Emily M Wise Decd
Account number: 50-0485-5527 Ann M Markley Extr
Overdraft Coverage-Your account is currentlyOpted-Out.
You or your joint owner may revoke your opt-in or optout choice at any time.
To Ieern more aAout PNC Overdraft Solu[ions visit us onlina at pnc.com/overdraksolutions.
Call 1-677-588-3605,visit any branch,or Sign on to PNC Online Banking,and select the"Overdraft
Solutions"link under the Account Servicas saction to manage both your Overdrak Covarage and Ovardrak ..;.,
Protection sattings ��
Balance Summary
Beginning Deposits and Checks antl other Entling
balance otheratlditions deductions balance
3�,708.42 118,944.79 ?8,S90.9� 1�4,?62�g
Average monthly Charges
balance antl fees
99,387.?9 10.00
Transaction Summary
Checks paitl/ CheckCard POS CheckCard/Bankcard
withdrawals signetl transaclions POS PM lransactions
('> 0 0
Total ATM PNC �ank Other 6ank
transactions ATId transactions ATM transac�ions
0 0 0
Interest Summary As of 04/15,a total of $22.68 in in[erest was
Annual Percenlage Number of days Average collected Interesl Paid P�id this year.
Yieltl Garned (APYE) in inlerest periotl balance forAPYE �his perioG
U.�7% �� yJ�JJ�.$9 ��.�7
Activity Detail
Deposits and Other Additions There were 3 �eposits and OtherAdditions
Dale qmount �escription to[aling $718,944J8,
03�`_?Ci '75,°��7.4b Dc��osiL Refcrruce No. f�?03�1974
' � ��;�,�-F 3
r''�:
.}:.-i,
�_ .. . � . . . .... _ . ... .
�r
Prernium Money Market Account Statement
For the period 03/16/2013 to 04/15/20t3
111.,�. Por 24-hour infonnation,sic�n on to PIVC BaN<Online Banlcinc7 EST EMILY M WISE DECD
�
�—'on pnc.coin. �� Frim2ry zccounl num6er:50-048�5527
Accuunl numbier.511-11485.5527-cuntinued Page 2 of 3
Deposits and dther Additions- continued
Date Amounl Descriplion
0:,/`�7 9:i(i7J.1(i lle��usil Rel�:rence,No. 62:GH5076
O4,/15 19.77 lnlcresi Ya}'�uenl
Checks and Substitute Checks
Check Date Reierence Check Date Reference
numGer Amounl paitl numbe� number Amount paid number
`14.3'! 03�$('i O.YG7tl1G91i 5,000.00 09�01 ON509i�195
8,`,fi5.00 03j°7 czYCaao�to G,00o.00 U4!US osris7uso7
5,000.O0 09,/07 GX395432tl 6,OU0.00 Ud;09 oaeoMlV77
" Gap in checic sequence There were 6 checks listed totaling
$28,287.32.
0ther Deductions Therewere30therDeductionsto[alin�
Date Amount Description $103.60.
03/',�7 5.71 llcpusil Adtut Relicrcncc No. 52;Ci85077
OSj`�8 70.00 Che��kYnuLiu�;N'ec
04,�03 H8.99 lle,bll Adjus��uew ReC Y};h0000005406$58
Ellcctive O;i-Y7-15
Daily Balance Detail
Date Balanw Date Balance Date Balance Date Balance
03;1G ss,7ua4> osjx7 19a,s4�.8o 04/01 1s4,ssFi.so oa/o�3 1?4,24s.n
03!?G 10`�,y5G5(i 03j?8 194,�SG.fiO 0�/03 1?9.248.71 04,/15 lv4�GX-k',H
13uying'? Rclinancing? Go �rith thc bank you knor��.
"1'od:iy's in[erest rates are at nz.ir-historic luws.lf you are pl.{nning to 6uy a new home or relinance your existin,luan to luwer your rate or
monthly payment,talk with a PNC 1�4u�t�age Loun Oflicer tod.jy 1 Stop by your loc:jl YNC 13ank Uranch ur call 85i-gy2fi335.
YNC is a registe.re-d service rnt�rk ol'"fLe PNC Fi��ancial Snrvicns Ciruup,lnc. ("PNC"}. YNC'Mortgage is a divislon of PNC H�nk,Na�ion.jl Associe{tion,a
suUaidiary ul'PNC. All loans are.provided by PNC Hank, National Associe+tinn uud are subjecl lu cmdi�e{pprbv;{l anJ proper�y appraise{I.
(cj 2U13 Tha YNC Fi��ancisl Services Group,lnc.All rights rese.rve.d. YNC Beink,Nt{�ional Assor.ialion. Mnmber F'UIC.
YNC Mortgage is an Equal Housink Lander.
y;�:
.�.-�:
T�
_._,..��ur vENNSVIVANin RE V-1162 EX(11-961
DEPAFTMENT OF REVFNIIf_
BllAEAU OF INOIVIDUALTA%ES
LEPT.280fi01
HNRRISBURG,RA 1]128-0801 .
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND E5TATE TAX
OFFICIAI RECEIPT
NO. CD 017633
MARKLEY ANN M
242 N 17TH ST
CAMP HILL, PA 17011-3910
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
_ �oa ---
101 � 523,626.26
�TATE INFORMATION: SSN; �
E NUMBER: 2113-0302 �
CEDENT NAME: WISE EMiLY M �
TE OF PAYMENT: 05/20/2013 �
:TMARK DATE: 05I1 712013 �
�NrY: CUMBERLAND �
� OF DEATH: 02/28f2013 �
�
TOTAL AMOUNT PAID: 523,626.26
:RKS: RECEIPT TO ATTY
CHECK# 192
INITIALS: HMW
RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
CALDWELL & KEARNS
JAMFS R.CLIGPINGER
lames L Go�oson�rn A PROFESSIONAL CORPORATION OF CDUN5EL
$TANLEY).A.I.ASRO WSNI
Ooucus N.Mnasco ATTORNEYS AT LAW �nm�o.camaeeu,m.
BFER M.W000911HN CNRRLES).DEHAflT,III
MICNNEI.D.REED ��
MICH4EL A FFRRELL THOMRS D.CAIDWELL,JR.
THOMPS M.FPA9GELLI 3631 NORTH FRONT STREET �isza-zooil
PereaM.GOao HARRISBURG, PENNSYLVANIA 17110.1533
E4ZABETN H.FEATXER CARL G.WPSS
GREGORY D.GEI55 (1937-2010)
Tnomns s.�ee 717-232-7661
OAVID 1.EVENHUIS FAX:717-232-2766 RICHAPD L NEPPNS
JESSICA E.MEFCY REiIREO
�oseoa s.swnarz THEFIRM@CHLEGAL.NET
May 17, 2Q13
Glenda Farner Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
Re: Estate oFEmily M. Wise
File No. 21-13-0302
Dear Ms. Farner Strasbaugh:
Enclosed please find the original and one (1) copy of the Pennsylvania lnheritance Tax
Return. I have also enclosed a copy of the front page of the Inheritance Tax Return. Please file
these documents and return the time-stamped copy of the front page to me in the enclosed self-
addressed, stamped envelope.
I have also enclosed a check payable to your office in the amount of$23,626.26 for the
inheritance tax which is due.
Thank you for your attention to this matter. If you have any questions, please eontact me.
Very truly yours,
L'�,�rt.�. M /�aa-Th.
��
Elizabeth H. Feather � ���=' �,
CALDWELL & KEARNS, P.f�. o `" s';; �'�
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