Loading...
HomeMy WebLinkAbout06-26-13 1505610105 � REV-1500 �`�02_,,,�F° OFFICIAL USE ONLY PA De artment of Revenue Pennsylvania Couny��Code Year File Number P DEPARTMENT OF REVENUE `7 Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 �J � ,,,� ��g� � Harrisburg,PA 17128-0601 RESIDENT DECEDENT c�C��� « y� ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDWYY 01152013 D1191932 Decedent's Last Name SufF�c Decedent's First Name MI MORNINGSTAR DONALD E (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name SufFix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW QX 1. Original Retum Q 2. Supplemental Retum Q 3. Remainder Return(Date of Death Prior to 12-13-82) Q 4. Limited Estate Q 4a. Future Interest Compromise(date of Q 5. Federal Estate Tax Retum Required death after 12-12-82) Qx 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) Q 9. Litigation Proceeds Received Q 10. Spousal Poveriy Credit(Date of Death Q 11. Etection to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:r�..: Name DaytirnpTelephone f�ber� � p c�a STEPHEN D. TILEY 71? �x3-58� `? �� ��$ ,� �,� =� OF�I LS U;$� ? Y r- .� ;�''� C3"y ;:r -'` �:,:,. � �3 �;� � ` � I�`�a 6._�,�3 �.d' First Line of Address t� t�; r.�,, � �'' �_f` � Cj C` _,-.� :�::: .�.� 5 SOUTH HANOVER STREE � � s `�= i,� Second Line of Address � '"� a � � D � '� City or Post Office State ZIP Code DATE FILED CARLISLE PA 17�13 Correspondent's e-mail address: Under penalties of peryury,I dedare that I have examined this retum,induding accompanying schedules and statements,and to the best of my knowledge and belief, it i e correct and com ete.Dedaration of re arer other than the rsonal re r+esentative is based on all information of which re arer has an knowled e. SI TURE OF P RS S E FOR FILING R TURN ATE � � � A DRESS LAURA L. MORNINGSTAR 15 LSON DRIVE CARLISLE PA 17015 SIGN R�T�A�R NTATIVE � T� � 1 ADDR SS STEPHEN D. TILEY, 5 SOUTH HANOVER STREET� �ARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 � 1505610205 � REV-1500 EX(FI) Decedent's Social Security Number �e�ede�rsName: DONALD E MORNINGSTAR 163-24-9515 RECAPITULATION �. Reai Estate�scneduie A�.......................................... �. N 0 N E 2. Stocks and Bonds(Schedule B)..................................... 2. 3 3 6 7 3 B.0 0 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)... 3. N O N E 4. Mortgages and Notes Receivable(Schedule D)......................... 4. N 0 N E 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)..... 5. 318 7 2.0 0 6. Jointly Owned Property(Schedule F) 0 Separate Billing Requested....... 6. I,6 714 . 21 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested....... 7, 19 2 7 D 3.0 0 8. Total Gross Assets(total Lines 1 through 7). 8. 5 7 8 O 2 7.21 9. Funeral Expenses and Administrative Costs(Schedule H)................. 9. 213 5 O .0� ; 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)... ..........10. 5 5 5 8 .0 0 11. Total Deductions(total Lines 9 and 10).............................. 11. 2 6 9 O 8 .0 0 12. Net Value of Estate(Line 8 minus Line 11)......... ...................12. 5 51119.21 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an ele�tion to tax has not been made(Schedule J)........... ........... 13. 0 •�0 14. Net Value Subject to Tax(Line 12 minus Line 13). .14. 5 51119 . 21 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 0 1 5. 0 . 0 0 16. Amount of Line 14 taxabfe at�inea�rate x.0 4 5 5 51119 .21 �s. 2 4 8 0 0 . 3 6 17. Amount of Line 14 taxable at sibling rate X .12 17. � .�0 18. Amount of Line 14 taxable at collateral rate X .15 �a. 0 .0 0 19. TAXDUE........................................................ 19. 24800.36 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Ox Side 2 L 1505610205 15056102�5 J REV-1500 EX(Fq Page 3 File Number Decedent's Complete Address: 21-13-00145 DECEDENT'S NAME DONALD E MORNINGSTAR STREET ADDRESS 18 HENDEL LOOP CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 24800.36 2. Credits/Payments A.Prior Payments 24000.00 B.Discount 1240.02 Total Credits(A+B) (2) 25240.02 3. Interest �3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fi11 in box on Page 2,Line 20 to request a refund. (4) 439.66 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT. . .. w,_ , e..� . ,(.w�. '�.6 y..� ..i. . ...,� a. � 1a"e.:4, .�"5�..: ' .•: .. .�'. 3.�,p,:n.�,.%":.e':.i�a. �<,�.o'" ''�$"'..'ek?".7s'::F: ::x^.>.;�,•d�::%..�.s..`�?'m:E.2.:>X" ...'c�;'tT`n �H.'K`�.3r`i.,>�a,y. �e, x,.v,`?y..,,.�'.' .�ih.'.�i.,`. .n£ w.;d s,��.v ab .� .'b, ....�.'.��.�i,.�°�o.� :a:.'.'�.�3 ';�':.�a`.�,,,� a�3..��...'.'�.`n�..�i.>,<.�°'d.n3�'9o,..'�? :.�..�,i, �.s .�..��o �.�' ;� �. ..�°ii 4'...x 4. .y. .; . .. . e....s...fi... -. .. .°.: s.A.'�""3?'..x.:G�Sr. ..G.r.:.... .. •.""�..;�.. ....a4' .�.�r .a4xC°h3i .�0� �.S'.. .y.J°:w .0 �.. b K' ,€�. ��� ..<R....,.xii:��m.: .�� 0 o.�"Y'.E, ,� �3 ...ru..:$?,<, .,�".�. .�6s,::s:��s�'s� a:�:>.x,..xi�.. o�:s?... ,'�s'a ...?E .,a�.''�.„���? ''� �.e'm' .'<�fi`. �;.:. n.. ...a,... ',.. .' . ,a. : .re :,,. ..� . . ,... .. .� ..„�..�i:.<<s...:<�.. °'�as�� .<,._..���.�='�..?>u..-. �.��::.3 �.,:<J'�+o.�,.a.;c:.....�'�.oF"<..L.s3?.. e.. <'c °'o�,"'�'`, �a:�>...f a �:�t�...��.�?.....n.. ���� ..s&���'�''�».'��C��"�...�.. _.. '��,H�w�,s�sx.�R,�"�:���`.���.�...��.�..�o:��a��:�u��,.��ax�.,z,;,�`��S°�..�'�`�'���...a>�:..s�§�;,:.<:.�,raa.�.�3�.".���.��.`a�,....���,?��.�.�����'�..�sa.`�>. ��. '6^�.��-,.��,`x����rs��tt 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 transfeRed or its income............................................ � Q c. retain a reversionary interest............................................................................................................................. ❑ � d. receive the promise fo�life of either payments,benefits or care?..................................................................... � Q 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death ' without receiving adequate consideration?............................................................................................................ � ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?............. � � 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contai�s a beneficiary designation?........................................................................................................................ � � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ,�. pgy� , �;,.;;�.&�.,... ;�.: ���, ._� �:K. ��;.>, �:�_> . .'.z^�. ..�' s o.r. ��.�'.>h...,...�..1�:.`..:2.�w�2.:'•.a. :':e,"�°'. ...:�'..�4-��w.� '�>��.��'Er'::�a ..'�as A`:��. a.'r..: .r' ":.�Y%.6..>.��?'�:.. "�.x .?2,�.».�.M. .. .. . ....� . . E' :..:. .. �' :>'i' �.;v'. . ,..... .. >. � . . „ ... :.. ��.�.'.:'�x'�.<�:< �. F.�.�':� ..Y3".>.:,h�'n.,:,.:•3°x�cs."....p.,Ct.,. '..,rv.",.+Y,'�s�� ...<...,�,..'ti e..�.. ,.'�...,.,`�j;.:i'� �f ���'�� ' '�, . a�����`;3a,`,�i��> ;a��•..», .����'?a,�."'k�a�'�;s�`ax��,;s��?°�.^:a��"'�z��.�b���',a���h�_ ,�:���'2r°�w��������'�a*;��y".�,'��?����'�,.. , . , �E.. For dates of death on or after Juty 1,1994,and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a sunriving spouse from tax,and the statutory requirements for discfosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: � The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. •� The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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 INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Donald E. Morningstar 21-13-00145 All property jointiy owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRiPTION OF DEATH 1. Dreyfus Third Century Fund Class Z-See Exhibit"A" #0035-3360062336 1,655.974 Shares @$11.40 per share 18,878 2. Dreyfus Municipal Bond Fund-See Exhibit"A" #0054-3360062336 2,634.327 Shares @$11.98 per share 31,559 3. Invesco Global Health Care FUnd=Class A-See Exhibit"B" #5071316904 604.015 Shares @$32.02 per share 19,341 4. Vanguard Investment Account-See Exhibit"C" Account No.: 09849215853 Windsor Fund Admiral Shares 1,680.654 Shares @$11.88 per share 89,243 Long-Term Tax-Exempt Admiral Shares 14,959.352 Shares @$11.88 per share 177,717 TOTAL(Also enter on Line 2, Recapitulation) $ 336,738 If more space is needed,insert additional sheets of the same size REV-1508EX+(0&12) SCHEDULE E pennsylvania CASH, BA�IK DEPOSITS, & MISC. DEPARTMENTOFREVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Donald E. Morningstar 21-13-00145 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Orrstown Bank Checking Account No. 106002878-See Exhibit"D" 2,875 Accrued Interest to Date of Death 0 2. Orrstown Bank CD Account No.4000002157-See Exhibit"D" 10,000 Accrued Interest to Date of Death 6 3. Orrstown Bank CD Account No.4000010341 -See Exhibit"D" 6,321 Accrued Interest to Date of Death 1 4. Bank of America Money Market Savings No.7599-See Exhibit"E" 1,823 Accrued Interest to Date of Death 1 5. 2004 Ford Explorer-See Exhibit"F" 5,333 PA Title No.: 60815052001 MO 6. Cumberland County Veterans Benefits 100 7. Sale of Household Personal Property at Auction-See Exhibit"G" 792 8. Refund-Family HOme Health Care Products 5 9. Refund-CMS Medicare Payrnent '19 10. 'Refund-PA Year 2012 Personal Income Tax 8 11. Refund-US Treasury Year 2012 Personal Income Tax 2,907 12. Refund-Century Link 2 13. Refund-The Sentinel re newspaper delivery 5'� 14. TV Purchased by Laura Momingstar 50 15. Refund-Highmark Blue Shield 813 16. Refund-Highmark Blue Shield 765 TOTAL(Also enter on line 5, Recapitulation) s 31,8.72 If more space is needed,use additional sheets of paper of the same size. REV-1509 EX+(01-10) pennsyivania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Donald E. Momingstar 21-13-00145 If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Laura L. Morningstar 15 Nelson Drive,Carlisle, PA 17013 Daughter B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. vALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1/4/13 PSECU Savings#0163***""'*ID 01 -See Exhibit "H" g,847,50 100.00% 8,847.50 Accrued Interest to DOD 0.55 100.00% 0.55 2. A. 1/4/13 PSECU Checking#0163"*****ID 02-See F�chibit "H" 7,865.83 100.00% 7,865.83 Accrued Interest to DOD 0.33 100.00% 0.33 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL(Also enter on Line 6, Recapitulation) � 16 714.21 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) S C H E D U L E G pennsylvania lNTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Donald E.Momingstar 21-13-00145 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER T��TE OF TRANSFER.ATfACH ACOPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST "�"'`'""'� VALUE 1. Vanguard Traditionai IRA Account-See Exhibit"I" 192,703 100.00% 192,703 Account No.: 09849215853 0 0 2. PSECU Savings#0163'"'�"*"ID 01 -See Schedule F,Item 1 0 0 3. PSECU Checking#0163'"'*1'�'-See Schedule F,Item 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL Also enter on Line 7,Reca itulation a 192 703 If more space is needed,use additionat sheets of paper of the same size. REV-1511 EX+(10-09) S C H E D U L E H pennsylvania DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Donald E. Morningstar 21-13-00145 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: + 1. Cremation Services of PA 1,155 B. ADMINISTRATIVE COSTS: 1. Personal RepreseMative Commissions: 4,500 Name(s)of Personal Representative(s) Laura L. Momingstar Street Address 15 Neslon Drive ciry Cartisle State PA ziP 17015 Year(s)Commission Paid: 2013 2. Attomey Fees: 'I4,��0 3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address Cit�r State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 454 5. Accountant Fees: 150 6. Tax Retum Preparer Fees: 7. Advertising-Cumberland Law Journal($75.00)&The Sentinel($189.54) 265 8. Haul away and recycle personal property(television) 106 9. Dan Hershey Auction Service,LLC-Sales Commission re household property 277 10. Orrstown Bank-Check Printing Charge 13 11. Register of�Ils-Agent-Filing Fee Inheritance Tax Return 15 12. Register of Will-Filing Fee for Account 415 TOTAL(Also enter on Line 9, Recapitulation) s 21,350 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsyivania SCHEDULE i DEPARTMENT OF REVENUE DEBTS OF DECEDENTj INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES�LIENS ESTATE OF FILE NUMBER , Donald E. Momingstar 21-13-00145 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. Comcast 63 2. UGI 53 3. Diakon Lutheran Social Minitries(Cumb. Crossings Retirement Community) 1,508 4. PA Dept.of Revenue-Year 2012 Personal Income Tax 344 5. PSERS-Partial Reimbursement Retirement Funds January 2013 476 6. Erie Insurance Group 14 7. Refund from Erie Insurance Group -21 8. Darryl Guisfinrite, D.O. (Doctor's bill) 109 9. Diakon Lutheran Social Minitries(Cumb. Crossings Retirement Community) 1,387 10. Diakon Lutheran Social Minitries(Cumb.Crossings Retirement Community) 1,390 11. CenturyLink 12 12. UGI 53 13. First Energy Corp. 15 14. UGI 71 15. First Energy Corp. 17 16. UGI 41 17. First Energy Corp. 10 18. UGI 16 TOTAL(Also enter on Line 10,Recapitulation) S 5,558 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Donald E. Momin star 21-13-00145 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(a) OF ESTATE I TAXABLE DISTRIBUTIONS[Include oufight spousai distributions and transfers under Sec.9116(a)(1.2).] Laura L.Momingstar,Trustee �' The Jadelyn D. Momingstar Trust Under Will of Donald E. Momingstar granddaughter 50% 15 Nelson Drive,Carlisle, PA 17015 Laura L. Momingstar 2' 15 Nelson Drive,Carlisle, PA 17015 daughter 25% Bronly E. Momingstar 3' 68 Mountain Lane, Newburg, PA 17240 son 25% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON�INES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. � O.00 If more space is needed,use additional sheets of paper of the same size. ,.���� .a._..�—� �,._.�..�..o LAST WILL AND TESTAMENT OF DONALD E. MORNINGSTAR : I, DONALD E. MORNINGSTAR, of 218 Three Square Hollow Road, Newburg, Cumberland County, Pennsylvania, 17240, make, publish, and declare this to be my Last Will and hereby revoke a11 Wills and Codicils previously made by me. ITEM I. I direct my Executrix hereinafter named to pay a11 of my just debts and funeral expenses and the costs of the administration of my estate as soon as practicable after my death. ITEM II. I direct my Executrix hereinafter named to sell, at public or private sale and for whatever price is deemed advisable, my home located at 218 Three Square Hollow Road, Newburg, Cumberland County, Pennsylvania, 17240, together with any and all personal and household goods, and i further direct that the proceeds of said sale or sales become part of my residuary estate. � ITEM III. I direct my Executrix, hereinafter named, to sell at public or private sale and for whatever price is deemed advisable any automobiles owned by me at my death, and i further direct that the proceeds of said sale or sales become part of my residuary estate. ITEM IV. All the rest, residue, and remainder of my property and estate of every kind and nature and wheresoever situate, including all lapsed legacies and bequests, and including any property over which I may have a power of appointment at the time of my death, I give, devise, and bequeath as follows: Document#:210635.1 A. One half share to my granddaughter, JADELYN D. MORNINGSTAR or her issue,per stirpes. If Jadelyn D. Morningstar predeceases me, and without issue, then I give, devise, and bequeath said share in one half part to my daughter, LAURA L. MORNINGSTAR of Carlisle, Cumberland County, Pennsylvania, and one half share to my son, BRONLY E. MORNINGSTAR, of Harrisburg, Dauphin County, Pennsylvania, Pennsylvania, absolutely and forever. B. One quarter share to my daughter, LAURA L. MORNINGSTAR, or her issue, per stirpes. If Laura L. Morningstar predeceases me, and without issue, I give, devise, and bequeath said share to my granddaughter, JADELYN D. MORNINGSTAR, or her issue per stirpes. C. One quarter share to my son, BRONLY E. MORNINGSTAR, or his issue, per stirpes. If Bronly E. Morningstar predeceases me, and without issue, I give, devise, and bequeath said share to my granddaughter, JADELYN D. MORNINGSTAR, or her issue per stirpes. ITEM V. All estate, inheritance, legacy, succession, or transfer taxes, including any interest and penalties thereon, imposed by any domestic or foreign law with respect to all property taxable under such laws by reason of my death,whether or not such property passes under this Will, by operation of law, by contract, or otherwise, shall be paid without any right of reimbursement , from any recipient of any such property, without any right of apportionment, and without postponement. ITEM VI. Should any person entitled to a share of my estate be a minor at the time of distribution to him or her, and should the value of such property be more than the amount which may be paid or delivered to him or her or in his or her behalf without the appointment of a guardian Document#:210635.1 Page 2 of 4 '�. or other fiduciary or the delivery of security, such share shall be paid and distributed to my Trustee hereinafter named to be held IN TRUST and managed, invested, and reinvested, together with the accumulation of income thereon, if any, and the Trustee shall use and apply from time to time such portion of the income and principal thereof as it deems necessary or desirable for the minor's reasonable maintenance, support, and complete education, including preparatory, college, post- graduate, or professional training, or to make such payment for such purposes to the guardian or person with whom such minor resides or directly to or for the benefit of the minor without further responsibility to such minor or any person taking care of such minor, and when such minor attains the age of twenty-one (21) years, any principal or income not so paid or applied shall be distributed to such minor, or if he or she dies prior thereto,to his or her personal representative. ITEM VII. In addition to the powers granted by law, my personal representative shall have the following powers: A. To sell at public or private sale,to exchange,to lease,to pledge,to mortgage,to transfer, or convert or otherwise dispose of, or grant options with respect to any and all property, real or personal, at the time forming a part of my probate or trust estate, in such manner, at such time or times, for such purposes, for such price or prices, and upon such terms, credits, and conditions as shall be deemed advisable or necessary under the circumstances. , B. To compromise any claim or controversy. C. To invest in all forms of property without being limited to legal investment. ITEM VIII. I nominate and appoint my daughter, LAURA L. MORNINGSTAR, as the Executrix of this my Last Will, but in the event that she predeceases me, fails to qualify, or ceases to act, I nominate and appoint my son, BRONLY E. MORNINGSTAR, as Executor of this my Last . Document#:210635.1 Page 3 of 4 � Will. My Executrix or Executor, as the case may be, will serve without bond for the faithful ; performance of duties in any jurisdiction. ITEM IX. I nominate and appoint LAUR.A L. MORNINGSTAR as the Trustee of all trusts created by this my Last Will, to serve without bond for the faithful performance of duties in any jurisdiction. Should Laura L. Morningstar predecease me, I nominate and appoint BRONLY E. MORNINGSTAR as the Trustee of all trusts created by this, my last Will, to serve without bond for the faithful performance of duties in any jurisdiction. IN WITNES S WHEREOF, I hereunto set my hand this 3 day of , 2001. � �� � DONALD E. MORNINGST The preceding iristrument, consisting of this and three (3)typewritten pages, was on the date thereof signed, published, and declared by DONALD E. MORNINGSTAR, the Testator named therein, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other,have subscribed our names as witnesses hereto. Witnesses: �� C � � � ��r�c.r� � , Name Address Name Address � Document#:210635.1 Page 4 of 4 COMMONWEALTH OF PENNSYLVAIVIA : : SS COUNTY OF �' j��-�rPe�'l.v � . . ACKNOWLEDGEMENT We, the undersigned witnesses whose names are signed to the attached or foregoing : instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that he signed willingly and the he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of tl�e Testator signed the Will as witnesses and that,to the best of our knowledge, the Testator was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. SWORN or affirmed to and acknowledged before me by the above name witnesses this 3�_ day of ����� ,2001. � � � . � , Notary Public My Commission Expires: NOTARIAL SEAL CAROL A. LYTER,NOTARY PUBLIC , (SEAI.,� Harrisburg,Dauphin County My Commission Expires Dec.28 2004 Document#:210635.1 � � � � , �, �-�. � m N �� D m � �� ���� � � � � o � <I A • _ �+ -,— � � W � r � ��^ ' � n, � d , ;"� � _ � �� � � Z D m t=! � �� � • � �� r, p � p N \� ��� `t—( z � A = 0 � \^ '�l z m x z � � � X � � 3 � \ � � < � 0 y • 1-i Z W � -� S 7 \ D � (n D Z � � v O � � C y m � � � � � � �� p � � � R� � �� O � ��"� �� O � m � n , ' � r ���� � A I��rY M.e11on Com�any�� February 25, 2013 FREY&TILEY ATTORNEYS AT LAW ATTN STEPHEN D TILEY 5 SOUTH HANOVER ST CARLISLE PA 17013 RE: �Dreyfus Accounts and 0035- 2336, 0054-�s:XX��XX2336 Registration: DONALD E MORNINGSTAR Reference Number: 9599629939/3226024 Dear Attorney Tiley: Thank you for contacting Dreyfus Shareholder Services. We would like to confirm that all documents submitted by the Executrix,Laura L. Morningstar, were received in good order and the requested redemption was processed on February 19,2013. As of the close of business on January 15,2013,the above referenced accounts were valued as follows: Account Number Share Balance NAV Price Per Share Market Yalue 0035-XX�;��XX2336 1,655.974 $11.40 $18,878.10 0054-X��:X��:XX2336 2,634.327 $11.98 $31,559.24 At Dreyfus,we appreciate the opportunity to assist you. If you have any further questions,please contact one of our Service Representatives at 1-800-645-6561, Monday through Friday, 9 a.m. to 6 p.m. Eastern Time. Sincerely, Jo-Anne Morse Shareholder Services Specialist III �:����� fnVeS�►� Invesco Investment Services, Inc. PO Box 219078 Kansas City, Missouri 64121-9078 www.invesco.com February 26, 2013 STEPHEN D TILEY FREY &TILEY 5 SOUTH HANOVER STREET CARLISLE PA 17013 Correspondence ID: 00819346 Dear Mr. Tiley: Thank you for doing business with Invescos"'. We recently received the enclosed request regarding Donald Morningstar's individual account number 5071316904. As of January 15, 2013, the Invesco Global Health Care Fund - Class A (1551) in this account had a balance of 604.015 shares with a market value of $19,340.56 at $32.02 per share at net asset value. Please know that we transferred all shares into an estate account for tax reporting purposes and then, redeemed the estate account on February 20, 2013, as of February 19, 2013. A check for the proceeds was sent to the following address: ESTATE OF DONALD E MORNINGSTAR C/0 STEPHEN D TILEY 5 S HANOVER ST CARLISLE PA 17013-3307 Account number 5071316904 now has a zero share balance and reflects a closed status. Please reference the Correspondence ID listed above on any future inquiries regarding this request. If you have any questions regarding the above information, please call one of our Client Services Representatives toll free at 1-800-959-4246 from 7:00 A.M. to 6:00 P.M. Central Time. We wfll be glad to answer any questions you may�have. Sincerely, ��a^t""��,}�•�.�--- Christina Winslow Correspondence Representative Enclosure(s): Copy of Request ����� r Vanguard� P.O. Box 2600 February 15, 2013 Valley Forge, PA 19482-2600 www.vanguard.com STEPHEN D TILEY FREY & TILEY 5 SOUTH HANOVER ST CARLISLE PA 17013 Re: Estate of Donald E. Morningstar Dear Mr. Tiley: We are responding to the letter we received requesting a valuation of Donald E. Morningstar's Vanguard accounts as of January 15, 2013. The information requested is included on the enclosed account value reports. If you have any questions, please call Vanguard Voyager Services0 at 800-284-7245. You can reach us on business days from 8 a.m. to 10 p.m. and on Saturdays from 9 a.m. to 4 p.m., Eastern time. Sincerely, Retail Investor Group Vanguard . �tj Enclosure(s): **Donald E. Morningstar Individual Account Value Report **Donald E. Morningstar Traditional IRA Account Value Report 52263118 i <;-.��.;: �'��,�, :'�;, i�. �,���'`i��� . � ..�>� Page > 1 of 1 , '11a�tgu�u'd� Donald E.Morningstar C/O Laura L Morningstar Voyager Services:800-284-7245 15 Nelson Drive Carlisle,PA 17015 Total report value: $267,234.39 (Total repo�t value inGudes any accrued dividends.) ,!t ti��.�x��t�F :� �rk;���� `�'. �r � �� — -"?'� � � � ::�:4 kd7 6 j� �.t�., �?ra � -u� -�Na�ne ,.. Furiri&A�counf� :Date - � � - Pni�P r'!K � �s�� �{f� ' , � � ,:���. ���7 i y�' r� . „� .. -d .. . -. ��' r �T i, � s.t�,::r � I�i"���s.��,tMa,�F�h:,_� � �,x�i �q41M!Y.B�i�'�.`. �` �:��a ;C�$ s � '�' �t.� i, i ��,:, �T. ��r �YI, i..rc� t�h�._ �h� Y� �.�'{'r.;: ... , -., ' . Humber ,, �4pened $hares fi4 Share t �V��ue� ,�'f Div�tlends� .: ,. - , . . . _ �. , , . . � . ... -,. ,.. .. . . . . � .._ ,.. . . � f ... . ..� .,.. . . . . . �. � . . ., -.... �I..,y,.:,i . �.,�. -�.w n�, K4..�..:.e r` ..�i �..,...{�... .-, z Windsor Fund Admiral 5022-09849215853 11/04/2010 1,680.654 $53.10� $89,242.73 - Long-Term Tax=Exempt Adm 0543-09849215853 12/12/2008 : 1,4;959.362 $11.88 :$177;7171.0 ;$274.56 Totals �266,959.83 a274.56 *Doesn't include accrued dividends. 0030593785 02/15/2013 14:08:57 ��� ! d i � -� ��� 0����N BA�TK A Tradit�'on of Excellence February 15,2013 Frey&Tiley Attomeys At Law Stephen D. Tiley 5 South Hanover Street CarlisZe, PA 17013 Fax:243-6441 Re: Estate of Donald E. Morningstar Social Security Number Date of Death 1/I S/2013 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE FOLLOWIl�TG ACCOUNTS VPITH ORRSTOWN BANK: CHECKING�lCCOUNT Account No.- 106002878 Account Type- 50+ Interest Checking Date Opene�- 9/15/2003 Joint Account(name/date)- No Balance- $2,875.3 5 Accrued Interest- $0.01 CERTIFICATE OF DEPOSIT � Account No.- 4000002157 Account Type- 3 0-3 5 Month Income CD Date Opened- 9/15/2003 Joint Account(name/date)- No Balance- $10,000.00 Accrued Interest- $5.94 ���P�'"�w' ; 2695 Philadelphia Avenue • Chambersburg, PA 17201 # � . . � � .f� � �. Account No.- 4000010341 Account Type- 06-11 Month Grovvth CD Date Opened- 5/16/2006 Joint Account(name/date�- No Balance- $6,320.75 Accrued.Interest- $1.34 Best Regards, �C � � �ll R.worthingtott Deposit Processing Clerk � ����'� l��:r�k�f A�eri�c�''�'� March 21, 2013 Frey&Tiley Attorneys At Law 5 South Hanover Street Carlisle PA 17013 Regarding the estate of: DONALD E MORNINGSTAR Dear Stephen D Tiley: Thank you for contacting us regarding the estate of DONALD E MORNINGSTAR. Please find the financial information you requested on the account(s}held in the name of the above referenced decedent as of the date of death of 1/15/2013: ; De osit Accounts: ��:����n.�'�: ,�.`R. { `,:: �u��er ; : .:' M .��c�uu�3����� : z � ,.F . .. . _ .. . _ . . �... � � ..: _ :.. �::„ : ,. _ ' Money Market Savings 7599 Balance at date of death: $1,822.93 Accrued interest: $.84 Status: Open 10/28/02 Title: DONALD E MORNINGSTAR Please also be advised that no Safe Deposit Box was found. If you need additional assistance, such as obtaining statement copies or closing accounts,please mail your written request to our legal correspondence center at the address below: Bank of America Enterprise Estate Unit PO Box 982238 El Paso, TX 79998-2238 !��!`�!�"�" .., ° , .. . : . ,, .. - ��ac�xissr.�_ - !;���•� . ��•,1Ra x . � . � , ___ , . x � �� � �' '_ - --- ---- -___ ____`�� �`� 4� � ��,.! .,, ��� � � � � - �20'3EXPLORER � � � �y'� � W Further � i � � ; E ., edlt optwns�cnange sMe �, 0 Mikaqe M000 cr,ao9e p u'ke nrs tx �' #i � Q� e-;. . . r-;, :..: - ; �2S 66�3 � Trade-In Value Private Party Vatue ! '�"°'��'""'��'S'"° "�"��°"°"� - ��,"`"�`r After Al!Offers* ���..�.� ���,.�� Exceltent d ,'��i���� .. .�. whyads? $5,70$ Shop for your next car • '- '� v`"G°°d° GET A VEHICLE $5,633 �� InstantTrade-In Offer �� H I STO RY R E PO RT -�' $5,333 . . .---""fi.,`` I i Fair 0 � . - S4'708 Ow�7 it?Love it?Tell Us. wriee a review Verify Condition - I Recently Yleowed G7r5 � My Saved Cers save ar Q�'t.� � ► _ �F�/�'� 11 ,�,,,�..�., . .�.. ;:/� � t � � ..`. i --'' i � j 1 t . m y���-.r e . � CIER�'IFICATE OF TITLE F�R A VEHICLE,: ��;�;. -__ _._. .. ........ ,._„_ _._ _ - . _...�. , ...,._....__. _....... :� , ;;;: � � ;�. v.: ...:,. ..,. 1 �1�� ,�� , � � , , , ,+�1� „�,d ^�. „m t,,. `!��..,a� a,�. . . .. �. �... �,....��,..�.�._.,.....,,�.,.��.. �....�,...�.r,,..��,_..�..,..�.e..._�.u,..��,...�.a...,«.�..,....r.,.�.....„"...,..�.�.,,..�.. . �.�..�.,..... .., � . . ........::.::i�:i...:-:....:��.:..:- :�.�u:��,�„_:�,,.,.,:s....�...�..�,..,..:�.,•.-��.n...,:e..�•..���:�.n....�...:..�..-�,..�,...-�...:.•�.n.....n.-'�.i„•'..�;.�...�:,.....,`.-`-„n����.�,..,.i„-'•,.::._.��i:,••�.i;,•`.�:',... �. .�.�-i.,.�.�r,..i-,.�:,::�-e.,::n.....:.,:i..x:�.i...�.:-:..,��.......��..:e..i.�::�.r..-ri:::i,:e.,.�:�:i�..:a;:,..:�;r..::•::..::��i..cir:ur.c;:i.u:i�e:.::�:�.ti-��:i..i�.:i„i:r:i..�o�:i:.::;;e,.:ar:ie.•:�.i..•i::i...::vi,v:..i.u•�:i,:::r��.:r:i.n-=.:i..::;:�..'-.::'" ::•.n.�.::•....r.��:�•.:....:................�...-.-.:..�.-n...•:�..,�:,�e..:�•.n..:��.n.�;....-�n„�:n,.,•-•�-...c-�.�,.�..,.:•n.,::�... .........�......�..�. �. �..�. �.., �..t. �en•n.:��.e.::n.�.,::�.�..aam,.::,�u.::�.�.,::.n:�.::r�s•..;a�.uu:�.iu.::�•.i.,:en�+.::�.e,...:��.e;�.:,nu.�:,��,•.::r.i;..::�,i,.::..n,.i:i;:ci:i;��i'i:s:: .. n.�..atr:iw:... i:i::"i:i�:�::i...:i,:::::`s�:i;�:���%i::c:::i::i:�:i:;c�i:i::���:i::i�i:i�.:cu::"� s:i�.;c�.::..'.i�i::::ai:::��::i.���:i.::��:i>:��i%i:.iiiin.iniw�:i::i h`:.:�::i:;�i��::::'i•�: � ......a....,...... ��.....�.r.:....��..,..�,...�.....r.v..._......,,�,.......•r ....�+::.�x..::•.,.�.:�:i...::�..,.cc�.�.,.�,.�..,....�...:�..�•.�.:-�.�..::�•i..::..r.v . . `� � ' :..n.::•rn.::�.��..a�:v.u•�;i:..i�:•n�:ii.iii:i.- .' . � �. , .. ,_ :... :�. ..:,��,._:�. . . . . . . _� : .. o::.nn.i::`:�:i;.-��:i:.eii:iu:;:i:.i`�%i;..i�:'i:.',��:i:�.�e:i::�`:oit:in:i�.ii::i��i:�iuiiwiui:%i+.eii i:u:i:i::v:�ri:,iiii•::cci:i:ur i::�:�i..::nue::�.u.::i,�..x�.:.••n' r.•.�•��� .-� .: . .� ..�..' {� - � i�.•y:.•r.u.. '��• ::.n.::�.n.:_..n.:en�,.sa.w.:o�.s.,::o�.�.:a.w:o..�..::..n,:r.x.u:..n•o:�.nr::�:i..::�a..•:.:ie.:na: ����ii":� ��:�. '�;�';,IEr.n,:�'. ��:���:��� i �:�::%,::i:.�:::.:i:�v�:::�;'-:::�.:e��i::i�;i.�u��:i:ui�iu:'•�:::i%io:iii:i::ii:i:..i n,a:cnu:.::�n..:n.��.o�.m..ca�.r..:c•.n.w:..u.:�o�:•.�:oit.:..�.�:ci.�...x���,wc.r�..::.n•.�:r.iu•a... � ::�f�.:;.al�.i.:ne����.::i�.w:<+slu:a�.l��_t���.t•t�:•.::>r�L�.r.::•i1��:-irl��i:r�l+�:t��1n�1:��(r.•.::��I+�.i:t�1�.M:��fu�W�rin�if��1��•.'r�lr.�:_t11�Y:�.lati:t�Iw:��lu.i�llt�_:Ir��t.]N•w::��fu::l•Ir[��ry�...:;,�r1��:'tt<�.t::�+1�:K:�N�s::t�lu 1tif4��i�� n�f��r�rn:e��1��:i�rt�niNrl�Nif�1�.�•C��4��ei�1��::e.���:i+��w['i�t��::��P�iN�I�+::nl�t�:trl+�:'��tu•�:�A�••�r i�'r I ••q `•�ti�ijM:�lii��:�i��u�c+�i�4e�if�n::�ii.�a5��n]l�il�5'�it��.:tri!�{:�ilrn��li1»::�ilu:.ti�4 i':��in�]r��n�iatiftvtlilYiil�l��:uFUai[rMt�_[r��wl:rr�ityi��Iwi:nluNril�uil�Ini:0��1�U<�MWe�rfM::t�l��f� Hit Ot�YUt!�il«!.lilut.trµ�In4 ��rtviia�rl�NVi�1 W ycrqrtil�f wt<rhUC�M��]J�� �Ml{�' - 4lilav tilu:c inu nri�t�Jf if,��4�ij•:i`�R�w41it��f'ti��tiatifuJ:�il�n:[i1�i`iiltw6��4� — i�lvti�IW�nl�tiit�i���Ci I�Nlm�ufiil�ot]�il�p]:�iM�N���IUK��IW]St�1�N-��1��C��MNfir�1�U]rY��.:��M3at�UU]I• tlal�'.:[�rlu:f�hu]ti M ��.j���i::i��at 1�.:����tlNUU:it�la[:nlw:>��t•+:i��lu:J��u f�aeSN��:a��lu:Cr�1�+4tn��ti�/�w:��N�r.4:��1� �:fl�tui:�w++%t�l��_f��lu�:�r1��')rrlu•�n v.f•��• �fn•'f IY.a:'r�M>"�enK�•�t�t�.�9a..:)ri. wOe�N��:::��.]:�ui[ U�,• ��i!• w[�Yw�:�nt�n:.�n�4f�nu��r�lu.� ..MU1 .1 N„M!iA� - �:!• )ij• Cii1w5C�iry� 1�1�• �r•t4• ::1��..::��:•.�::��It�::'�f:�.:t�iw:t�rlul •.::r��.r.•':.:....���... ...rr.�'�� -_��..v-.�ar"�:•!s •:�:t •1�� �� S! :1 ..• � t.._ 1.. .:..... •.• . �:' ' �.aarrttu:�(u:6 6r� Y:• bMCM� , . J-��••� �a��i � .v� '� �'� : t�:pt l���i�ijw:I`i�r.]ri�r� �,:n1�V:��[����!4iw1��Yfiiii�fei IuKrrl�e»n1�Mfi ISnrIWI��a� :�����, 1,�t��f�Mr.�N�� ..., ��:f�.1������i:r��zyu-..`+���+s:�i'���ffn����Mw)�lr�ry>:i�lu::�.l��:irrf���i]!.f f5r�f��:f�rNUl�rlw]:Irryyp�ry��pn���lf��lu0e,rywli��loN.��1�Uli�Na:��1a�OGn��H�ht4��W.it���):+[��:I��IU���NMCi1�tiH1�IMN�1�.. •Y&M{trnuii�/W.:��I��:itfu::�J1pi:��4titu�aiY�IWCVWi:IYY.. OfiWl���t�f:tilwi�l l �� tH �WI UM�W. 1 K:lu�P tu�{�x1 1 �IOIrM ui6�� VEHICIE IDENTIRCATtON NUMBER �•�:�"•�YEAR „ �,��i'! �,{���OF�I�EHICLE, � '�"�`� .: . . . .�,' . - -,., -.,;.4�.,�,:�I...d�I�:.,. d�"Ti�;A.�J �e;!ho'.�1, , � �:`� �� .�.a:.w...e��.u.-��nwaa�.�..esn�wan�..sa:.'..•.u.ssm, �.�wn�wn.uuenu.ae.nw��.i..w�n.nan �. e�i� �� un.�e,c.•o ��yyy,�y .s.r.� a:io n. '�erve���a�.nsnn.•n' . .wn.w. :at4�no iij�ny��:lus�4 na30tilu:,•a 1�+ a��� Iw�aM Y`u �� u � , M�4H!IW�MMNMIW��� �,7�.w Sl�fu•!ie w On�ul���1..�estiluf�tr!uf0�IUfJ�ilr+l0 i „W>nl� �IwNI NY.Nr���iMnM�:�Y ^'I�iGt�IrG�Nw'A MNtiip•' . .T�:I��,b.l1u �lWH�ua�.iry�p��r(��OO�r���� Wi HIMYO�M�O�. �I�MO�MWnIrM�r�uMn lai��1 ��Ie�Wi�v�e i�v�µiu et�l� iuM:I��H 1 t�l�����i WOrY�� ,ir�yN�ry�.��%IN�NMYN�NW�t,p�- . y�. IW�Ii{�s:]�LWLi1�Y {Wyi�iYi:�l:Mii i�fYfi a4:i(N�.wt�� Ulr'1 Wi�1�1�WtiIrL�)MW ��M�Yy�y ry�yHNyy7 yN�{YM 1 IrM t , ' 1 � BODY TYPE � DUR �' SEAT CAP pRIOR;.TITLE&TATE i r QDQIiI�.PROCD �AjE� Q���I� � ' r�;?�a� �::,,., ;��d�a�:�;«a. �•�A1'Yd�' ���1���''w,r.,;�'..r• - M..s��.nw:r�j„ -rv� �a.an�...m:a��.w.n e �..x�n� n w�� � �.r ry.inw�w:.wm.w���wvn in hunrmwn.�r�nw�nwwm.wnwrt�w�.mrN.r�n..w�w..Mw:';. w�s�iMY1���w���W���wM�m�O�� wM�ry�wl�MriM��lWO�n�NIt� �teNt�hN11�M�N1M 'm I�OWMMMI�OM�1�.. . •:�Ya�:. � dt�Iw1��1���1 � . ::��Ir.� .y i �1�1�19 rl U r �� ut � W��nl�w�1�oMAi�I 8 y � ���re�r v.H�qW.�. �� ��' •e e[" u0���u�.lal�rlW�Ntfafrl�tMr�IWi�Nw[��Ir� N���y�INM�Hwia��ln Oiij+Yl���r�IthrN�r�uNiNr10 MuN����� XYI MaY1rfWS�M��iNNiMMrMINrNti�rlpN��. O�iaEVM^�i����r,Y �������I�Kl�sl K��r1��06tr�uNt�IwN�"WrN�rl�Wtr��� �r�� w�M nu/C rl M+�NMMYUIWM�HwM�M�i MYWnMW���rvlF � Fr�yN��- , �n��rr���f�����naf�.�, l�FI �!1l�R4a��� t� � t�r�r rM�MrM��lu �1 •� � i t�M��1�I�NWUN/r�uN��N4 LStMNMiMMNrN�wN� .I�M�q��'- �i W a ��a:�HwN NWS 1 M •aWVHlrI��w��„�.11�NO��W s1!Ip WN�NIe1Wi��fWC11�w:OtNrW��IW� �I�rNx1 IaW���KFItia�IH�.��W�r�W���yM����y.n1�Wi�1�M1111�W�Ilw���n�war�laM� ��W�n1�Y r1r - Nui���YWMLLWI� IHeWMiiNtWM�11WIH�Wt�MMM1 tMUyIIYMN�1aMINY�NtiWFNWN�y�y4.. DATE PA TITLED DATE OF ISSUE UNLADEN WEIGHT ������QVWR CiCWR • TITLE BRANDS .;. :. � �r � a��" ?,,.. � \i\kiaY .��,,� ♦ t �E1 � �yi -. �i �� � : T� ev�c � - � . . : � .., . � .�.� � f � � . � � �_y,� +n y-i� ��\ �r�.� , r� �`�.`t��a3ai,e ��.�+� �+@�� �\`�i`�� �\,�:. . � 3�',�j, ���` �•�'��, � ;'�. � �»`�° y�t"e�`Y� �,�,` : pp,, a � ���3.�* < 32. _.R�.,� '��"L T �', f f � ,� F ��_}� i �� �`... �+`�����f ,,�� �y��,.�• � �a<\���� � �.. �. .. �i'F.�`e� &?..� �' S F:. V�T� at�..�.. �¢;+A:-�. ,j��.'2�.�+� ..;c.W K�3..w.a; • T ..�ir . �x`' 4�E�MPT PEiOMt QDOYETER�., , . r � /y�' .� . . �v", '� a� N� . . ti . i�.'4� :{�� �� !~ `� � a�.i+.. t� �}}:� +E+y 2 t � �� f, � �� �� F R . ,1 ��.�+ Q. 4> �: ��t�� .�� �. !. tB.tiY..... . _ � � �.{.�. ���.. ,�.; � �P.. A PaLICE w: �; ,y f�, L' S�' � ��, � � j W - ^ � : 7 • F! •FAV�. �s� X' ; ! r `•` `'. ��;: � • . � � �y� �L: • _� f.. � F� � . .a- ���, x� ��.2 � ? . R�� �@ ��G � � . �� � . �h 4���" �2 ayt� .. � . . �f, t � . i � y��.��� y� ""�C" ��is K �.- RA� � .�..� "�l��� �, , ' .�`��` �`'� p , r��" �`` ' ' I ' BY SECAND LIEN RELEA3ED �' � , AUTHORIZED REPRE3ENTATIVE '.Dq� , � MfAIL1N(i ADORESS �BV ,, i • AUTHORIZED REPHESEN7'A1'NE i i t3�NA�.t3 E �9flR�I1���T�R , �;:f ' . ��i-�lE�d��l. ��.t3�i#�. .. .. � �..,. . i CAR�.�S�� PA` :���I13 � . �-- - i . - ; . . . , . , �� I . � �: � . ; ��,,�.�,����,�� ��,��,,.�,�� - ��t�E��:�-,.����ti��. � . , ; . or Tnn.patatlm nRact lh�t u,.p.reon(s>o►company nemed nerek�is u,e law(ul owrwr - ;, ' "� i Ot tlM daid velliek. :S+"�'.'�,` �'� s,;_.T; ! ,;y: � • . � ,.. ► 1 1' � 1 1' � 1 • , . . 3u8SCFlIBED�w�Sv�oRrt If a co-purchaser other than your spouee is�ted and;you rlrp�t ihe�M;tia;_ 7 ,� .�, be as' Te�ants af ' i�-i; r�� <. �u '� E{ p; >�?�1 "g'�AF18rtiS• a i �� � � ' r�Qes tp ), ��.�,y>2 �` -`_ ,� i TM .� ��,� y�A'��� ��� • ��'���� , :xz� � �..,*> � tsr u��o�R , _ ~"� n-�. a � } � � �v ��'t�"+���, ��M � �1' '� *� k vZ� .�.. � \ p�{�d'1 X �°' ` 1' ��'���:A� a.��� § w`'�'�_ � � 1 M �� au. � E`'. � .�� 4 1 .�h •r ,e \ '� ��� A'&g i ��A� 4u�� � � �I' �'� . �,.,.. a� � y tiu�,Nn �st� , " ��.: �� \ hC i.l ,IL 1� �l ; �� , �i i�'i � � t �so% �7^:; c i�n� � ''� IF'�rl h�lE�IC HERE.t.�g> 3 N�It�e�i V �%�>�, �..,. 's. ���. ��w;;!�'�� � , �"' � ►N � ` 2N0 UEN DATE... ;)��,� 1� CH �" --.:x a � ' � , �. � �11�i�1: � "J �.s�. i.a.ra�i+.e h�.ar m.te.aPwrc�a���cacanw►a;a nw b m.MMa.�as�c�d ��; ,,.�:. � �•qt�w�x�m q+a�nct�ttnncr and•q(�r�g�k,�ms.�t lonh'h�re. 2ND b1ENHOLDER _ � ��� ;�:� z�. :> ✓, ����x �� �'� STREE�` � � `�`�.� r''�. � :' . F .• SICiNA?t1FiE OFf�P,€7CMfrR�INJFFIOHIZED SIGNER � ... . ,. CITY,:7:. STA � IF TMIS IS AN ELT,CHECK HERE❑ FlNANCUIL sicrutuRe oF can��urCmne oF�unwR¢EO s��+_. , NOTE:FlN REOUIRED IN a^�a .. �� � � • i � �•• �� � � � � � •t � �' '� � � 1 D�!►N HERSHEY AUCTION SERVICE LLC � 790 West High Street ' Carlisle,�PA 17013 (717) 532-4647 Steve Ege 717-385-5438 Cell • Chris Bream 717-226-1920 Cell i , °� . ..-- � '� �-`,� ; � � � . SELLERS NAME��.... ,�. :�� ,!-�► �,�i �~ � r� �:- � � �� , ���' r, �s DATE ..3 �� l ..�' ADDRESS ,l �.���,s�c�r-7 ��t ��.. . �`.� ���� •t.�}„� �-', �� � .�- PHONE �/�3 .� .5' ' � .- OTHER �c, � r �''r� � ' �- � AUCTIONEER % �� AUCTI ON DATE/LOCATI ON �'~ ,�� .���.;� � �t� �' CLERK % � . �� DESCRII'TION OF MERCHANDI E� � _ ��;�` {"��� �� 1 �/.�r � ,_�i , f j� �+t �,1 �/! `�,�„J1.���`-�i�'1 . �f 7�.�,� ���LBF,���e�,i�.� `��1:��,,,}r �l'.,��P� vf �!}�'��.'��l I 6.I�,��• ; j . ` ¢ w .r't �. j � . �"� . ! . � � �.� � 'c�t� .G�� 4:.���± �, � ���`� �c �;�����-�� �.r ,�� ��r��, ,�� �,F���� �'^..`�� � : � �,� : x �`#��`��..���`, ��. �, =4��'���r�� �w�-�.�..� ����� ; ��'�'�'` '`�'��' ��,e„!�/'.9�"Q� f. �,�� I � �>�j,��� '��'=�f`- �'t�' � kr^�s���`f �tif � � ����*.�� � i� � f i � ���' �� .�'������ .�i�� �,��'��;,,�r' ;��� , �� � ��`���/��(�� . . � �� �������,�,�. �� '��. �'�'� �'�� �`���� ��t.� �^i�..�,�.��, ��.� t'C. ���' u �V , � . . I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is &grouped as necessary to obtain bids. I certify that I am the owner or authorized representa- tive of the merchandise, goods and/or property and have good title and the right to sell and that they are free from all i�cumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser. I agree to hold harmless the Auctioneers agai,,�st any claims of the nature referred to in thi eeme . Tras fee applied if applicable. ;� ., .�"��, ! � r � � �, �� �"' �a.... , i , ���w ��--�- � ��.�� ��:��.� AUCTION SIGNATURE ° SE LERS SIGNATU E , � . � � ��, Total Sales (Clerking Tickets Attached) $ � �. - ��- Less Sale Expense: �- � �. ,� i % Commission Auctioneer $ �� �• , % Commission Clerks $ ' OTHER: _ TOTAL SALE EXPENSE DEDUCTED $ - �,. ��, F { SELLERS NET $ ....i � � � � � �`'� �, , ,�-., ,j sl..� � � {� � �� � � { � �,c' ,,,:y�, � i; � � '�' 6 '�� � �,� �,.�-" }AU T CJN SI ATU E �.�� � _ OO 02/15/2013 Frey&Tiley Attorneys at Law Stephen D. Tiley, Attc�rney 5 S. Hanover St. Carlisle,PA 17013 ��: D�3i�TAi.�E ivlOFci�Tli�iGSTAR,Deceased. PSECU Reference#4887954576235 Dear Attorney Tiley: The above referenced person has an account with PSECU which was opened on July 15, 1979. The Share accounts were jointly held by DONALD E MORNINGSTAR and LAURA L MORNINGSTAR with right of survivorship. Laura L. Morningstar was added as a joint owner on January 4,2013 The following are the Date of Death Balances for DONALD E MORNINGSTAR's account with PSECU: Account Date of Death Balances Interest—January 1-15 (S1) Savings $8,847.50 $0.55 (S4)Checking $7,865.83 $0.33 The joint owner needs to close the decedent's account with PSECU at the earliest convenience. If you have any questions,please contact me at(717)234-8484 or toll-free at(800)237- 7328,press 6, extension 3120. Sincerely, , r �tt- � y� Sandy F �� ley � �� Member Service Representative PSECU ��t��`��� Pennsylvania State Employees Credit Union 1 Credit Union Place,P.O. Box 67013, Harrisburg, PA 17106-7013 • 800.237.7328 • »psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BYTHE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER. f���q Page > 1 of 1 #>` � " �Ia��;u�tt'c�� Donald E.Morningstar C/O Laura L Morningstar Voyager Services:800-284-7245 15 Nelson Drive Carlisle, PA 17015 Total report value: $192,703.19 (Total report value includes any accrued dividends.) , � Name"�` "' ; �� 4 , .:- , : , `' �� . . . , �:Fand&Accounf � <Date �. Price"Per ; - �' Accrusd ' � : ,. - ., 8*. - ° Number Opened. ; � : _ �.r : , �. . . . _ , ._ .. . ;'Shares ,'� Share �Valu pividends.:' , , , . _ _ .. . .. . . . . . , . ,. . .. „ , . �_.... .. . , : _ STAR Fund 0056-09849215853 02/11/1988 9,072.655 $21.24 $192,703.19 - Totals �, `�192,703.T9 �0.00 *Doesn't include accrued dividends. Exhibit "I" 0692660995 02/15/2013 14:09:09 .�