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Home My WebLink About08-28-13 >,� ... :-. .,. � r,�-.,��, �„��„�.�.,�,�.�...�.�,��,.� � .� ��. .,� a .� �,- „�� .,. ,� �,�� :,.�z�� . � A '�y,�i pennsyivania 15 0 5 6]�a 14 3 oeFnar�NZ of�vEauE EX(06-13} REV"�� O�'FICIAL USE ONLY County Code Year File Number Bureau of lndividual Taxes PO BOX.280601 INHERITAN�CE TAX RETURN 21 l3 Q128 Harrisburg,PA 17128-06Q1 RESIDENT DECEDENT ENTER DECEdENT INFORMATi4N BELOW Sociel Security Number Date af Death Date of Birth 184 22 3054 12 13 2022 t71 25 1919 DecedenYs�ast Name Suf#ix Decedent's First Name N!I BROWN MARIAN L ()f Appiicahie}Enter Surviving Spause's Information Betow Spouse's Las#Name Suffix Spouse's First Name MI Spouse's Sociai Security Number THtS RETURiV MUST BE FILED IN DUPLICATE WtTH THE REGISTER OF WILLS FILL IN APPRt7PRtATE OVALS BE�OW � 1. Original Return � 2. Supplemental Return � 3. Remainder Return(Date of Death Prior to 12-13-82) � 4. Limited Estate � 4a.Future Uterest Compromise � 6. Federai Estate Tax Return Required (date of death afteP 12-12-82} o g Qecedent Died Testate � 6ecede t Ma3ntair�edja Living 7rust � 8. TotaE Number of Safe De Sit BOx85 (Aitach Copy af Will) ❑ (Attach�Gopy of Trust � � 9. l.itigation Proceeds Received � �p.Spousal Pnvert Cred�t�(Date of oeath � ��.Election to tax under 5ec,9113{A} betweenl2-31�1 and -3-95} (AttaCh SCl1Bdu18 0} CORRESPONRENT-THIS SECTlQN MUST BE COMPLETED.ALL CORRESPONDENGE AND CONFlDENTIAL TAX INFORMATION SHQULP BE DIRECTED TO: Name Daytime Teiephane Number EDMUNL7 G MYERS {717) ?61 4540 First Line of Address 301 NCARKET STREET �' <�, "�' �._ ` :�� r'"S � '�E 4`.:s Secand Line of Address �r� ; ��'�` ` ' " Y PQ BQX 1 t3 9 + - : �:.: : a � 7` "� ; f City or Post�fFice State ZIP Cade � z r �� c�,,..r ' ` Q-_" . . _ : , z � ; ��. LEMOYNE PA 17 0 4 3 , -'-� , . '' i`2�Gt8TER`t}F WtI�S USE ONLY , _ . .. REGISTER OF WILLS USE ONLY ' � �.�} °" r:i DATE FILED 4 - .' �i � _..t_. �.._ ;',f �—.7 s�,;, C':� 2 �__..,.._ .� 3 f � � �'r,. � ..� CorrespandenYs e-rr►ail address: e m 'dsw.com DATE FILED STAMP Under penalties of perjury,I declare that I have examined this return,inciuding accompanying schedules and statements,and to the best of my knowledge and belief, 'r#is true,correct and compiete.Declaration of preparsr other than the personal representative is based vn aii information of which preparer has any knawiedge. SIGNA7URE OF PERSON RESPONSIBLE FdR FILING RETURN pATE �,`5„�7 c� `��,a,��3,,,,,u.�- Debra L Shevenock �'�,(�� A€J6RESS �—� 2'E8 Rid eview Drive Ma svitle PA 17Q53 SIGN RE OF PREPARE OTHER THAN REPRESENTATIVE pATE Edmund G. Myers � ��1� ADDRESS � 301 MARKET STREET, Lemayne, PA Side 1 L„�, 7,5D56�,D�4� 3,5�S63,D�,43 � , � �.�, �� .��,� � �� J 1505610243 REV-1500 EX DecedenYs Social Security Number Decedent'sName: BROWN, Marian L 184 12 3054 RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 2 93 , 104 . 7 9 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 13� 273 . 94 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous�n;Probate Property (Schedule G) U Separate Billing Requested............ 7. g. Total Gross Assets(total Lines 1 through 7)........................................................ g. 3 O 6, 3 7 8 . 7 3 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 1� , 012 . 93 10. Debts of Decedent,Mortgage L.iabilities and Liens(Schedule I)............................ 10. 4 , 5 03 . 8 0 11. Total Deductions(total Lines 9 and 10)................................................................ ��. 14 ,516 . 7 3 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 2 91, 8 62 . 0� 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 2 91, $62 . �� TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 2 91, 8 62 . 0 0 15. 0 . 0 0 (a)(1.2)X.00 16. Amount of Line 14 taxable 0 . 0 0 16. � . 0 0 at lineal rate X .045 17. Amount of Line 14 taxable 0 . 0 0 at sibling rate X.12 0 . 0 0 17. 18. Amount of Line 14 taxable 0 . 00 at collateral rate X.15 0 . 00 18. 19. TAX DUE................................................................................................................ 19. � . �� 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 1505610243 J ,: . �� .,R.,,s,�.��,.��,� � .��.#�...� �� r�. REV-1500 EX Page 3 File Number 21-13-0128 Decedent's Complete Address: DECEDENT'S NAME BROWN, Marian L STREET ADDRESS 2100 Bent Creek Bldv Apt. 237 CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +B) (2) 0.00 3. Interest �3� 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5, If�ine 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) Q.�� 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:............................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ ❑x c. retain a reversionary interest;or................................................................. ............................................. d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑X 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without ❑ ❑ receiving adequate consideration?.................................................................................................................... x 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 ❑ ❑ containsa 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 is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 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 ta�rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to orfor 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)j. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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. ,4. � ��,,�� .,� ..�_.�:..x��_ .��»� ��,� : q. . .�� . Rev�1503 EX+(6-98) . �CHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYWANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER BROWN, Marian L 21-13-0128 All property jointly-ownedwith right of survivorship must bedisclosed on Schedule F. ITEM CUSIP VALUE AT DATE �u��E� ��8�� DESCRlPTION UNIT VALUE pF aEATH 1 Vanguard Individual Account-Date of Death value for each 293,104.79 of the Funds held in the Accaunt is attached TOTA�(Alsa enter on Line 2, Recapitulation} 293,104.79 (If more space is needed,additional pages of the same size) Capyright(c}2002 form software only The Lackner Group, Ina Form PA-9500 Schedule B(Rev.6-98} _ . .�-_�.-�;�,�. �,� �,v ,�,�.��,�.y�,.�,�. s, �.Tt-.,�,.��-,��,�,..��,�.._ .� _ Rev�1508 EX+(11-10) SGHEDUI.E E pennsylvania CASH, BANK DEPQSIT�, & MISC, DEPAR7MENT OF REVENUE ,NNER,TAN��T,�a�r�R�, PERSONA� PR4PERTY RESIDENT DECEDENT ES`TATE OF FILE NUMBER BRC}WN, Marian L 29-13-0128 Include the proceeds of litigation and the date the proceeds were received by the estate. Al)properYy jointly-awned with the right of survivarship must be disclosed on schedule F. ITEM VALUE AT DATE NtJMBEFt DESCR]PTIC?N OF DEATH 1 M&7 Bank Relationship Checking with Interest Account No.50598430 11,457.99 2 ROBC Limited Partnership-Refund on Nursing Home/Living Expenses 1,815.95 TOTAL tAlso enter an Line 5, Recapitulation) 13,273.84 {If more space is needad,additional pages o(the same size} Copyright(c}2010 fqrm saftware oniy The Lackner Group, Ina Form PA-i500 Schedule E(Rev. 11-10} , . � � .� �...�.�-�� . .�.��„�.��,��. �,.. � �, ,�:-� . ,�� v��,x...�_ .�� ,.,.. � - REV-7511 EX+(10-09) �� pennsylvania DEPARTMENTOFREVENUE FUNERAL EXPENSES AND R SEDENTDECEDENTURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER BROWN, Marian L 21-13-0128 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s)attached 6,870.12 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2. Attornev's Fees JOHNSON DUFFIE 2,500.00 3, Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 403.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 239.31 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 10,012.93 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) .. . ,. . .� � . ;� �..,�u;:�. �.��.��:�.��.4. , ,.��-�;��.��, .��.�.� �.� �.�.a�.�� _�. � ��,.�.��-� _. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER BROWN, Marian L 21-13-0128 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Neill Funeral Home, Inc 6,870.12 H-A 6,870.12 Other Administrative Costs 2 Cumberland County Register of Wills-Filing Fees for Inheritance Tax Return and Inventory 30.00 3 The Cumberland Law Journal -Notice of Estate Administration 75.00 4 The Patriot News Co.-Notice of Estate Administration 134.31 H-B7 239.31 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) ,_ . :�. �.¢ �.��,�� ,h„ �� . � _ �. Rev-1512 EX+(�2-OB) SCHEDUI.E 1 pennsylvania DEBTS OF DECEDENT, QEPARTMENT 4F REVENUE iNHERiTANCETAXR�TURN M{3RTGAGE LtABILITIES AND �IENS RESIDENT DECEDENT ESTAT� OF FILE NUMBER BRQWN, Marian � 29-13-0128 RepoR debts incurred by the decedent prior to death that remained unpaid at the date ot deatfi,inciuding unreimbursedmedical expenses. 1TEM VALUE AT DATE NUMBER dE��R�� C}F DEATH 1 Alert Pharmacy-Prescription Medications Priar ta Death 264.61 2 Angels On Call-At Home Nursing Care 4,131.18 3 Personal Care Charges at Nursing Home 7.05 4 West Shore Emergency Medical Serices 100.96 TOTA�(Also enter on Line 10,Recapitulatian} 4,5d3.8Q {i�mare space is needed,additionai pages af the same size} Copyright(c)200$form software oniy The Lackner Group,inc. Form PA-1500 Schedule t(Rev. 12-08} � Y .�„w.��_ .��,�.A�.�,��. .�wu,..�._�.�:,,,.� �:>. �, _ �_ �..�.��.,��;�. ��,��... :�, _,�-. ..�.- REV•1513 EX+�01-10) pennsylvania SCHEDULE J pEPARTMENT OF REVENUE INNERITANGETAX RETURN BENEFICIARIES REStOENT QECEDENT ESTATE OF FILE NUMBER BROWN, Marian L 2�f-13-0128 RELATIONSHIP TO NRME AND ADDRESS C}F SNRRE C7F ESTATE AMOUNT OF ESTATE NUMBER PERSONtS}RECE{VING PROPERTY DECEDENT {Words? ($$$} Not Li Truste � TAXABLE DISTRIBUTIONS [include outright spousal • distributions,and transfers under Sec.9116 a 1.2 1 Roger W Brown Spouse Entire Estate 2100 Bent Creek Blvd Apt. 237 Mechanicsburg, PA 17Q50 Total Enter dollar amounts for distributians shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. N(?N-TAXABLE DISTRIBUTIQNS: I�• A.SPOUSAL DIS7RIBUTIONS UNDER SECTIQN 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GQVERNMENTR�DISTRIBUTIC}NS TOTAL OF PAF2T ii-ENTER TOTAL NON-TRXAB�E DlSTRIBUTIONS ON�INE 13 OF REV-1504 COVER SHEET Copyright(c}201 d form software only The Lackner Group,Inc. Form PA-15d0 5chedule J(Rev.01-10) .� �� -�,��.-,��, � �_�. ��,,. �-.�� -� �-�.�,.,�� . � .�,�, ESTATE OF MARIAN L. BROWN SCHED ULE OF EXHIBITS EXIIIBIT A Last Will and Testament for Marian L. Brown signed and dated November 12, 2012. EXHIBIT B Date of Death Valuation Letter from Vanguard re: Decedent's Individual Account. EXHIBIT C Date of Death Valuation Letter from M&T Bank re: Decedent's Individual Checking Account. 576744 ��a�� -�_ � �,��...�..� ,�,.-a.� �,_��. �, �,�.�,,.-� .�.�.� � _ � , �-� .� + Last Will and Testament OF MARIAN L. BROWN I, MARIAN L. BROWN, of Silver Spring Township, Cumberland 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 and making void any and ail Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my legal debts and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. ARTICLE II � TANGIBLE PERSONAL PROPERTY I give and bequeath my motor vehicles(s), household and personal effects and other ta.r�a biz �ersona'_ty of like �ati�rP (r.�t i.nc1_uding cash or securi�ies), t��ether �?vith any existing insurance thereon, unto my husband, ROGER W. BROWN,if he survives me by thirty(30) days. Should my husband, ROGER W. BROWN, not be living on the thirty-first (315t) day after my death, I bequeath such tangible personalty and insurance thereon to those of my children who are living on the thirty-first (31 St) day after my death, to be divided between them by my Personal Representative with due regard for their personal preferences iri as nearly equal shares as practical. ExH�s�r A �,. � �,�� ,.- : �,�,��,�- .,��,��;.�..� ��., � �.�,..,�,�:.�... ,« ARTICLE TiIi REST,RESIDUE AND REMAINDER I give; devise and bequeath a11 the rest, residue and remainder of my Estate, of whatsoever nature and wheresoever situate, unto my husband, ROGER W. BROWN, provided he survives me by thirty (30) days. Should my husband, ROGER W. BROWN, not be living on the thirty first (31St) day following my death, I give, devise and bequeath a11 of the rest, residue and remainder of my Estate in equal shares unto my son, ROGER W. BROWN, JR., and my daughter, DEBRA L. SHEVENOCK. The share of a deceased child shall be distributed unto his or iier�en-iiving is�uz,per sti.-pes. ARTICLE IV DISTRIBUTION TO BENEFICIARIES UNDER THE AGE OF 25/INCAPACITATED BENEFICIARIES Whenever my Personal Representative is directed to distribute properly to or for the benefit of any beneficiary who is under (a) twenty-five years of age, or (b) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in my Personal Representative's sole discretion exercised in good faith), my Personal Representative may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by my Personal Representative (including my Personal Representative), under any applicable Uniform Transfers to Minors Act— or Uniform Gifts to Minors Act, or may distribute such property directly to such beneficiary without liability on the part of my Personal Represenfative to see to the application of such property. This provision sha11 not in any way operate to suspend such beneficiary's absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary. 2 r-:��,�.;�-��,-�.�..�, �--�-� .�..� . � .; : �. -� � � �-�� _ ARTICi�E V - POWERS OF FIDUCIARIES My fiduciaries shall have the following powers in addition to those vested by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in such�nanL�er as my fiduciaries deem appropriate. B. To retain any or a11 of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. C. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as my fiduciaries deem proper, without regard to any principle of diversification or risk. D. 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 deemed proper. E. To allocate receipts and expenses.to principal or income or partly to each as from time to time considered proper. F. To compromise any claim or controversy. 3 :. �. .. V: � �:. �.��, �� .s.�..,� _ : _ .; G. . .To make such elections, decisions, concessions ar.�' s�ttler.ze�ts �a conn:ection with all income, estate, inheritance, gift, generation skipping or other tax refunds and the payment of such taYes as my fiduciaries sha11 deem appropriate, without obligation to adjust the distributive share of any person thereby affected. ARTICLE VI TAXES I direct �hat all estate, inheritance, iransfer and other taxes of sim.�lar nature payable by reason of my death, together with any interest or penalties thereon, and imposed with respect to any property, whether or not disposed by this Will, shall be paid out of the residue of my Estate and shall be considered a part of the expense of the adnunistration of my Estate. I further direct that my Personal Representative shall have the absolute power in his or its discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of a11 or part to a later date. ARTICLE VII PERSONAL REPRESENTATIVE I name, constitute and appoint my son, ROGER W. BROWN, JR., and my daughter, DEBRA L. SHEVENOCK, Co-Executors of this my Last Will and Testament. Should either fail to qualify or cease to so act, I direct that the other shall complete the administration of my Estate. I direct that no fiduciary acting under this Will, whether or not named herein, shall be required to post bond for the faithful adininistration of the duties required in any jurisd.iction. 4 �u,�,,�-��.�. ,��;��.� �r��.�.,.�� . IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament,this�day of ��Q{�2.�-Q,t'�' 2012. ��' ON L. BRO � ' � Signed, sealed, published and declared by the above-named TESTATRIX, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other,have hereunto subscribed our names as witnesses. < G�G�/--�;%%(//�IG'�/ � � � 5 �.�i�.� �,�;:�. ..�-� �.,��..,L..�,�..� .. -� � ,� � AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA . : SS COUNTY OF CUMBERLAND . We W. BROWN, �,��I� and (.,�U� , the TESTATRIX and the witnesses, respecti ely, whose names are signed to the attached or foregoing insiruinent, 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 v�itnesses, in the presznce and hearing of the TESTATRIX, signed the Will as witness and that to the best of his/her knowledge the TESTATRIX was at that time eighteen years Af age�olde� o � und mind and under no constraint or undue influence. Mt`� t/ �� . AN L.BRO F I tne s Witness Subscribed, sworn to and acknowledged before me b M N L. BROWN, ESTATRIX, an subscribed and sworn to before me by 1 and (� , witnesses,this /�day of ,2012. �,.,�� Edmund G.Myer' Attorney I.D. #20558 Supreme Court of Pennsylvania 6 R. -�.��,..�; ..µ.w. : COMMONWEALTH OF PENNSYLVANIA . . ss: COUNTY OF CUMSERLAND . On this � day of ��{(1C�2� , , 2012 before me, the undersigned officer, personally appeared EDMUND G. MYERS,I.D. #20558,known to me (or satisfactorily proven) to be a member of the bar of the highest court of Pennsylvania and certified that he was personally present when the foregoing acknowledgment was given by the TESTATRIX and the affidavits were sworn to by the witnesses. _ IN WITNESS WHEREOF, I hereunto set my hand and official seal. (SEAL) Notary ublic EGM:lab:523153 �p�qMpNIWEALTH QF PENNSYl.VANW NotaAal Sea� Dana L Wlseemen,Notary Public LemoyM Bore,Cumberland County hqy Commfaion Ex Jan.15,2013 M�rrit�r,Pennsylvanfa Associadon of Ndteries 7 _ . �z �.,,�..�, ..�,� p,-� ,�._�� , ...� , .*,�. �.r.�>:�� f� ,..,� .�.,.� ,�_�.�� , ,� ,T.. . ,._.�,� _. �..(• Page > 1 of 1 Va�n�uard� Marian L.Brown 2100 Bent Creek Blvd Ste 237 Voyager Services:800-284-7245 Mechanicsburg, PA 17050-1834 Total report value: $293,104.79 (Total report value includes any accrued dividends.) Name Fund&Account Date Price Per Accrued Number Opened Shares Share Value* Dividends Short-Term Federal Inv 0049-09898608576 02/20/1996 512.977 $10.89 $5,586.32 $0.98 Short-Term Treasury Inv 0032-09898608576 02/20/1996 521.925 $10.79 $5,631.57 $0.64 GNMA Fund Admiral Shares 0536-09898608576 08/01/2005 17,177.911 $11.00 $188,957.02 $149.31 PA LT Tax-Exempt Admiral 0577-09898608576 11/04/2010 7,404.802 $11.84 $87,672.86 $112.91 S-T Investment-Grade Inv 0039-09898608576 02/20/1996 459.042 $10.87 $4,989.79 $3.39 Totals $292,837.56 $267.23 *Doesn't include accrued dividends. RE�EiV�a M�R 0 4 2013 J O H N S O N D U FFI� 0048403930 02/20/2013 10:03:09 ExHiBir B ,� , 4��-.�,-��s� � ,.�.�� —� �� ,� - �� .F �,� .��.a.�,...�� , o M�� 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-502-4349 F aac (302)934-2955 February 22,2013 Law Offices Johnson Duffie 31 Market Street P.O. Box 109 Lemoyne,PA 17043-0109 Re: Estate of Marian L.Brown Social Security: 184-12-3054 Date of Death: December 13,2012 Dear Sir or Madam: Per your inquiry on February 14,2013,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. Type ofAccount CheckingAccount AccountNumber 50598430 Ownership(Names o� Marian L.Brown Debra L.Shevenock(POA) Opening Date 04/03/1996 Balance on Date ofDeath $ 11,457.99 Accrued Interest $ .00 _................_�_...._._.._.._..._...__...---....._..----...._._...._....__....._........_._.:........._.......__... Total $ 11,457.99 ��I�� . _. ��B � � �Q�� JOHNSON DU��l� ExH►sir C _....�.�.� - _ _, �„��,�,�.,�.�,.�� S *i �� 0 .. �....� � � � .._ c� oc� � � � � � m � � S � C�7 m CJ1 ;; r Q � � � � .,, � z � ° � � � p � � H� � o m � � �� r � � � � -< O �' .�. n C7 � 'i• m � m � O `" +•�`", :^* � c � � .r.a � C "' �'`: r" w .. � �" r, ��. � �.a � � :�;: � _i � �r � � � rC3 � -'� :� r,,, � .-„ � , '� rv � «.� ..5.. � .. -a:7� � ;� ;�� W� '-�• ..,w C` � �3 �.�, k_.. �.`4J ; ►t3 +ti � CJ :'vj C� ri ^ � � c:� ��: � :� '"i' � "^j � � � ..:.,� t�� `i �,`y .... �-' � `�� i� ri�) i1.:. ' ....� RF „'°. '� t":k '°i �' �" s �� p° K•�i � C?�� .x �� r«;c:� , . ��i�� .+�� ri,�'; ,,�