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pennsy�vania 15 0 5 61�14 3
DEPRNTMENTOFREVENUE
EX(06-13)
REV-1500 OFFICIAL USE ONLY
County Code Year File Number
Bureau of Individuai Taxes
PO BOX.280601 INHERITANCE TAX RETURN 21 12 1310
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
212 62 0412 11 21 2012 02 09 1953
DecedenYs Last Name Suffix DecedenYs First Name MI
STEVENS GEORGANNA I,
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M�
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
Priorto 12-13-82)
� 4. Limited Estate � qa Future Interest Compromise 5. Federal Estate Tax Return Re uired
(date of death after 12-12-82) ❑ Q
� g Decedent Died Testate � Decedent Main ined a Living Trust 0
(Attach Copy of Wli) ❑ (Attach Copy o��rr�s�) 8. Total Number of Safe Deposit Boxes
� 9. Litigation Proceeds Received � 10. spousal Povert Credit�(oace ot Deam ��,Election to tax under Sec.9113(A)
between 12-31�J1 and -i-ss) � (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDMUND G MYERS (717) 761 4540
First Line of Address
301 MARKET STREET
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Second Line of Address � w � �
PO BOX 10 9 � � "' c'` ��
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City or Post Office State ZIP Code � �°- �` �� ' �
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LEMOYNE PA 17 0 4 3 � cn �"- G'` ° ' .'
fl� �'RE6ISTER"OF WIL-tS l7SE ONLY
�REGISTER OF WILLS USE ONLY �� �� ,.::��� � ;-ti
� DATE FILED � ;� �� -
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CorrespondenYs e-mail address: e m 'dsw.com DATE FILED STAMP
Under penalties of perjury,I dectare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATU E�RESP NSIB FILING ETUR ATE
� Flo d A Fahnestock Jr
A DRESS
1849 West Lisburn Road Car sle PA 17015
SIGNAT OF PREPARER OTHER THAN REPRESENTATIVE DATE
� Edmund G. Myers �'�� � ��3
ADDRESS
301 MARKET STREET, Lemoyne, PA
� Side 1
1505610143 1505610143 J ��
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J 150561D243
REV-1500 EX
DecedenYs Social Security Number
Decedent's Name: St@V@IIS� Georganna L 212 62 0412
RECAPITULATION
1. Real Estate(ScheduleA)....................................................................................... 1. 167� 907 . 00
2. Stocks and Bonds(Schedule B)............................................................................. 2. 1 �2 68� 7 7 9. 2 8
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 15, 664 . 04
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 6�., 32 9. $4
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 3�2 . 61
7. Inter-Vivos Transfers&Miscellaneous�-Probate Property
(Schedule G) Separate Billing Requested............ 7, $6,3 68, 31
8. Total Gross Assets(total Lines 1 through 7)............................... 1 , 6Q Q ,351 . �$
......................... 8.
9. Funeral Expenses and Administrative Costs(Schedule H)............
........................ s. 105, 631 . 35
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 14 � 858 . 65
11. Total Deductions(total Lines 9 and 10)................................................................ ��. ].Z O, 4 9 0 . ��
12. Net Value of Estate(Line 8 minus Line 11)............................. .... 1 , 4 7 9, 8 61 . �8
.. ....................... 12.
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)....................... �. � 4 7 9, $61 . Q$
........................ 14.
TAX COMPUTATION-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.00 15. 0 . �O
16. Amount of Line 14 taxable
atlinealrateX .045 l, 479, 861 . 08 �s. 66, 593 . 75
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17. 0 . ��
18. Amount of Line 14 taxable
at collateral rate X.15 0 . �0 18. � . ��
19. TAX DUE................................................................................................................ 19. 66, 593 . �75
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
L„ 1505610243 1505610243 J
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REV-1500 EX Page 3 File Number 21-12-1310
Decedent's Complete Address:
DECEDENT'S NAME
Stevens, Georganna L
STREETADDRESS
16 Salt Road
CITY STATE ZIP
Enola PA 17025
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (�) 66,593.75
2. Credits/Payments
A. Prior Payments 55,000.00
B. Discount 2,894.74
Total Credits(A +g� (2) 57,894.74
3. Interest (3) 1.43
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 Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) $,700.44
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Make Check Pa�able to REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred:............................................................................... � 0
b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ �
c. retain a reversionary interest;or............................................................................................................... ❑ 0
d. receive the promise for life of either payments,benefits or care?............................................................ � 0
2. If death occurred after Dee. 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?....... ❑ �x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. 0 ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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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 afler 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 transter to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in(72 P.S.§9116(a)(1)J.
. The tax rate imposed on the net value of transfers to or tor the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)J. 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.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX(11-96)
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 1 71 2 8-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 017167
FAHNESTOCK JR FLOYD A
1849 W LISBURN ROAD
CARLISLE, PA 17015
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
"""" fold
101 � 555,000.00
ESTATE INFORMATION: ssrv: 2�2-s2-o4�2 I
FILE NUMBER: 21 12-131 O I
�ECE�ENT NAnnE: STEVENS GEORGANNA L �
DATE OF PAYMENT: 02/1 2/201 3 I
POSTMARK DATE: 02/1 1/2013 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 1 1/21/2012 I
�
TOTAL AMOUNT PAID: $55,000.00
REMARKS: RECEIPT TO ATTY
CHECK# 126
INITIALS: HMW
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
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Rev-1502 EX+(01-10)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stevens, Georganna L 21-12-1310
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which propeRy would ba
exchanged batween a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship mustbe disclosed on schedule F.
Attach a copy of tha settlement sheet if the property has been sold
Include a copy of the deed showing decedenYs interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate located at 16 Salt Road, Enola, East Pennsboro Township, Cumberland County, 167,907.00
PA-Assessed Value of Real Estate(173,100.00)x CLR(.97)
TOTAL(Also enter on Line 1, Recapitulation) 167,907.00
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev.01-10)
Rev-1503 EX+(6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Stevens, Geor anna L 21-12-1310
All property jointly-ownedwlth right of survivorship must bedisclosed on Schedu�e F.
ITEM CUSIP
NUMBER NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE
OF DEATH
Wells Farao Advisor�Brokerag�/Inve�+ment Ac oun No
6330-1738
1 02209S1o3 650 shares of Altria Group Inc-Com 32.815 21,329.75
2 845333103 500 shares of AT&T Inc. -Com 33.733 16,866.50
3 054937404 19,728 shares of BB&T Corporation 25.45 558,992.88
4 166764100 200 shares of Chevrontexaco Corp-Com 103.765 20,753.00
Accrued dividend on Item 4 through date of death 180.00
5 17275R102 600 shares of Cisco Systems Inc-Com 18.445 11,067.00
6 191216100 600 shares of Coca-Cola Hellenic Bottling -Sponsored Adr 37.345 22,407.00
7 200300101 750 shares of Comcast Holdings Corp-CL A 36.455 27,341.25
8 26483E1o0 62 shares of Dun&Bradstreet Corp Del Ne-Com 75.44 4,677.28
9 30761N1o1 1,794 shares of Exelon Corp-Com 28,g75 51,801.75
Accrued dividend on Item 9 through date of death 941.85
10 35906A108 180 shares of Frontier Communications Inc.-Com 4.3675 786.15
11 366651107 32 shares of Gartner Inc-CL A 46.5255 1,488.82
12 478160104 250 shares of Johnson &Johnson-Com 69.6625 17,415.63
13 50075N104 149 shares of Kraft Foods Inc-CL A 44.77 6,670.73
Total of Continuation Schedules See attached
a es
TOTAL(Also enter on Line 2, Recapitulation) 1,268,779.28
(If more space is needed,additional pages oF the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-98)
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Rev-1503 EX+(6-98)
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Stevens, Geor anna L FILE NUMBER
21-12-1310
ITEM CUSIP
NUMBER NUMBER DESCRIPTIDN UNIT VALUE VALUE AT DATE
OF DEATH
14 50o75N104 449 shares of Mondelez Int Inc. -CL A 25.585 11,487.67
15 615369105 250 shares of Moodys Corp-Com 46.145
11,536.25
Accrued dividend on Item 15 through date of death 40.00
16 67073Y1o6 2,120 shares of NV Energy Inc. -Com 17.83 37,799.60
17 709141D69 Pennsylvania St Second SER G/O Unlimited B/E MBIA-CPN 102.090
3.750% Due 7/1/2017 DTD 06/10/03 FC01/01/04 20,418.00
Accrued income on Item 17 through date of death 291.67
18 713291102 4,240 shares of Pepco Holdings Inc-Com 19.0625
80,825.00
19 718172109 650 shares of Philip Morris International-Com 88.445 57,489.25
20 725304QA0 5,000 shares of Pittsburgh PA Wtr&Swr Auth W(QAO)- 112.705
CPN 4.000%Due 9/1/16 DTD 9/15/03 FC 3/1/04 5,635.25
Accrued dividend on Item 20 through date of death 44.44
21 725304QF9 10,000 shares of Pittsburgh PA Wtr&Swr Auth W(QF9) - gg,gg 10,189.10
DTD 9/15/03 MAT 09/01/2016 4% 11/21/2012
Accrued dividend on Item 21 through date of death 88 89
22 863475HC6 30,000 shares of Stroudsburg PA Area School District Ult 99.159 29,747.70
OY 5.25-CPN 0.000°/a Due 10/01/13 DTD 05/01/1996
23 882508104 400 shares of Texas Instruments Inc-Com 29.24
17,696.00
24 872549100 190 shares of TLC Vision Corp-Com .004
0.76
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-98)
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Rev-1503 EX+(6-98)
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF
Stevens, Geor anna L FILE NUMBER
21-12-1310
ITEM CUSIP
NUMBER NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE
OF DEATH
25 92343V104 750 shares of Verizon Communications-Com 42.975 32,231.25
26 949746101 400 shares of Wells Fargo&Co New-Com 32.735
13,094.00
Accrued dividend on Item 26 through date of death 88.00
27 98156Q108 100 shares of World Wrestling Entertainment Inc-GL A 7.86
786.00
�, 28 26441C1o5 531 shares of Duke Energy Corporation 60.38
32,061.78
Accrued dividend on Item 28 through date of death 406.22
� 29 293791AV1 2,480 shares of Enterprise Products Partners, L.P. 51.49 127,695.20
�� 30 s4756o109 797 shares of Spectra Energy 27 81
22,164.57
Accrued dividend on Item 30 through date of death 243.09
TOTAL(Also enter on Line 2, Recapitulation) 1,268,779.28
Copyright(c)2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B(Rev.6-98)
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Rev-1507 EX+(6-98)
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
COMMONVJEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Stevens, Georganna L 21-12-1310
All property jointly-ownedwith right of survivorship must bedisclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 $40,000.00 Promissory Note from Allen L. Ennis and Linda D. Ennis-Payable over 30 years 15,664.04
at 9.5% interest with monthly payments of$336.35 beginning 10/4/87. Principal balance plus
interest accrued
TOTAL(Also enter on Line 4, Recapitulation) 75,664.04
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule D(Rev.6-98)
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Rev-1508 EX+(��-10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCETAJ(RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stevens, Georganna L 21-12-1310
Include the proceeds of litigation and the date the proceeds were received by the estate.
All propeRy jointly-ownedwith tha right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTfON OF DEATH
1 Automatic Deposit to PNC Individual Checking Account/After date of death-Cash received 423.94
2 PNC Bank Checking Account No. 5140380124-Date of Death Letter is Attached to this 14,993.86
Return
3 PNC Bank Savings Account No.5130113145-Date of Death Letter is Attached to this Return 1,280.54
4 Wells Fargo Advisors Brokerage/Investment Account No. 6330-1738-Cash Sweep Account 4,500.00
5 1987 Chevrolet Truck Series 1500--Sales Price 850.00
6 Cemetery Plots-Washington National Cemetery 25,632.00
7 Personal Property sold at Auction by Chuck Bricker,Auctioneer-Proceeds from 13,619.50
Auction/Expense Sheet is Attached
8 2012 U.S. Individual Income Tax Return-Refund 30.00
TOTAL(Also enter on Line 5, Recapitulation) 61,329.84
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10)
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Rev-'1509 EX+(07-10)
pennsylvania SCHEDULE F
DEPARTMENTOFREVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stevens, Geor anna L 21-12-1310
If an asset was made Jointwithin one yearof the decedenYs date of death,it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Casey Stevens 201 Maple Avenue Granddaughter
Apt.A-1
Marvsville, PA 17053
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY
ITEM FOR JOINT MADE �NCLUDE NAME OF FINANCIAL INSTITUTION AND BANKACCOUNT %OF DATE OF DEATH
NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER.ATfACH DEED FOR DATE OF DEATH DECD�S DECE ENT'S NTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE. VALUE OF ASSE INTEREST
1 A 11/02/2007 Members First Federal Credit Union Regular 30.54 50.000% 15.27
Savings Account No. 317280-00
2 A 11/01/2008 Members First Federal Credit Union 574.68 50.000% 287.34
Supplemental Savings Account No. 317280
-01
TOTAL(Also enter on Line 6, Recapitulation) 302.61
(If more space is needed,additionai pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev.01-10)
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Rev-1510 EX+(08-09)
SCHEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
Stevens, Geor anna L FILE NUMBER
21-12-1310
This schedule musl be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes,
ITEM DESCRIPTION OF PROPERTY
NUMBER INCLUDE NAME OF TRANSFEREE THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
THE DATE OF TRANSFER. ATTACFI A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 State Farm Insurance Flexible Premium Annuity 55,780.78
Contract LF-1099-3026-DecedenYs Age at Death:57 55,780.78
Beneficiary:Georganna Stevens Testamentary Trust
2 State Farm Life Insurance Policy G4T4-LF-2393-6866- 30,587.53
Beneficiary: Georganna Stevens Testamentary Trust 30,587.53
TOTAL(Also enter on Line 7, Recapitulation)
86,368.31
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09)
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REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
RESIDENTDECEDENT URN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
_ Stevens, Georganna L 21 12 1310
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 2,500.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Floyd A Fahnestock Jr
StreetAddress 1849 West Lisburn Road
city Cariisle state PA zip 17015
Year(s)Commission Paid 45,322.00
2. Attornev's Fees JOHNSON DUFFIE 46,000.00
3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 954.50
5. AccountanYs Fees
6. Tax Return Preparer's Fees 500.00
7. Other Administrative Costs 10,354.85
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 105,631.35
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
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SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Stevens, Georganna L 21 12 1310
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Ex enses
1 Sullivan Funeral Home-Costs to bury Decedent's Ashes with Gravemarker 2,500.00
H-A 2,500.00
Other Administrative Costs
2 Cumberland County Register of Wills Office-Filing Fees for Inheritance Tax/Inventory 30.00
3 Doug Murphy-Lawn Maintenance 1,000.00
4 Duty's Lock, Safe and Security, Inc. -Change of locks at Residence 223.18
5 EstateVal Valuation Processing System -Date of Death Values of Stock 75.00
6 Lowe's -Supplies for cleaning of Decedent's Residence 68.12
7 Patuxent Abstracts, Inc. -Title Search for Mortgage of Allen L. Ennis and Linda D. Ennis 147.00
8 Personal Property sold at Auction by Chuck Bricker,Auctioneer-Expenses Associated with 3,375.00
Auction
9 Reserves: Additional Miscellaneous Expenses 1,500.00
10 Shawn Failor-Lawn/Property Maintenance 350.00
11 State Farm Insurance Company -Insurance on Deborah Keeley 96.25
12 State Farm Insurance Company-Homeowners Insurance on DecedenYs Real Estate from 768.06
November 2012 to July 2013
13 Sullivan Funeral Home-Additional Death Certificates 30.00
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
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SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Stevens, Georganna L 21-12-1310
ITEM
NUMBER DESCRIPTION AMOUNT
14 The Cumberland Law Journal-Notice of Estate Administration 75.00
15 The Patriot News Co. -Notice of Estate Administration 137.24
16 U.S. Post Office -Stamps/Postage 130.00
17 Wes Failor-Payment for the Clean up/Maintenance of Decedent's Real Estate 2,350.00
H-B� 10,354.85
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Rev1512 EX+(�y08)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT
DEPARTMENT OF REVENUE r
INHERITANCETAXRETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Stevens, Geor anna L 21-12-1310
Report debts incurred by the decedent prior to death that remained unpaid atthe date of death,including unreimbursedmedical expenses.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1 Avalon Condominium Association-Property taxes and Maintenance Fees owed at time of 1,072.83
Death. This is a joint debt with Deborah Keely. 1/2 of the Debt
2 Central Medical Equipment 38.71
3 Checks Clearing from PNC Individual Checking Account After Date of Death 482.08
4 Cumberland County Tax Bureau -2013 Individual Tax Payment-Local 33.60
5 Day Timer-October payment 59.13
6 Debbie Lupold,Treasurer-Real Estate Taxes 548.10
7 Debbie Lupold,Treasurer 1,714.89
8 East Pennsboro Twp. -Sewer 400.25
9 Johnson Duffie-Estate Planning Services Prior to Death 538.29
10 Liggett 225.00
11 Mechanicsburg Meals on Wheels 56.00
12 PA American Water
960.74
13 PA Department of Revenue-2013 Individual Tax Payment 1,027.00
14 Pinnacle Health
813.50
15 PP8�L Utilities
578.05
16 Sadler Oil
3,543.56
17 The Medical Bureau of Lancaster 163.80
Total of Continuation Schedule See attached page
TOTAL(Also enter on Line 10, Recapitulation) 14,858.65
(If more space is needed,additional pages of the same size)
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Rev-1512 EX+(12-08)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
continued
ESTATE OF
Stevens, Geor anna L FILE NUMBER
21-12-1310
ITEM
NUMBER DESCR�PTION VALUE AT DATE
OF DEATH
18 Verizon Communications
1,393.12
19 Walgreens Pharmacy 100.00
20 Walgreens Specialty Pharmacy 100.00
21 York Waste
1,010.00
TOTAL(Also enter on Line 10, Recapitulation) 14,858.65
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REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN BENEFICIARIES
REStDENT DECEDENT
ESTATE OF FILE NUMBER
Stevens,Geor anna L 21-12-1310
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(Sl RECEIVING PROPERTY Do Not L'st Trustee s (Wofds) ($$$)
I� TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116 a 1.2
1 Georganna L. Stevens Testamentary Trust Trust Residue of
created Under the Will Estate
c/o M&T Trust Company
Carlisle, PA 17013
2 Deborah L. Keeley Daughter Jewelry (Held by
406 West Chestnut Street Trustee);
Shamokin, PA 17872 Beneficiary of
Trust
3 Casey S. Keeley Grandchild Beneficiary of
c/o David Forney Trust
201 Maple Avenue 1 E
Marysvilie, PA 17053
4 Devon Keeley Grandchild Beneficiary of
c/o Shane&Laurie Roberts Trust
P.O. Box 224
Duncannon, PA 17020
5 Joel Rubenstein,Jr. Grandchild Bene�ciary of
406 West Chestnut Street Trust
Shamokin, PA 17872
Total
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
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ESTATE OF GEORGANNA L. STEVENS
SCHED ULE OF EXHIBITS
EXHIBIT A Last Will and Testament for Georganna L. Stevens signed and
dated June 9, 1998.
EXHIBIT B Copy of 2013 Statement of Real Estate Taxes for Real Estate
located at 16 Salt Road, Enola, Cumberland County, Pa showing
Assessed Value of Real Estate.
EXHIBIT C Estate Val Valuation of Stock for Line Items 1 through 27 on
Schedule B. These stocks were held through Wells Fargo.
EXHIBIT D Estate Val Valuation of Stock for Line Items 28, 29, 30. Items No's
1, 2, and 3 on Valuation.
EXHIBIT E Copy of Deed for Real Estate and Real Estate Sales
Contact/Amortization Schedule for Repayment of Note on
Property.
EXHIBIT F PNC Bank Date of Death Letter for Decedent's Checking and
Savings Account
EXHIBIT G Statement of Sale of Decedent's Personal Property at Auction by
Check E. Bricker, Auctioneer
EXHIBITH Member's First Federal Credit Union Date of Death Letter for
Joint Account Decedent held with Casey Stevens, Granddaughter.
EXHIBIT I Copy of Check received from State Farm for Annuity payout on
Contract No. LF-1099-3026
EXHIBIT J Copy of Check received from State Farm for Annuity payout on
Contract No. G4T4-LF-2393-6866
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LAST WILL AND TESTAMENT
OF
GEORGANNA L. STEVENS
I, GEORGANN7� L. STEVENS of Enola, Cumberland, County,
Pennsylvania, declare this to be my Last Will and revoke any Will
or Codicil previously made by me.
ITEM 2: I direct that all taxes, interest or penalties
that may be assessed in consequence of my death, of whatever
nature, by whatever jurisdiction imposed, and on whatever .
property imposed, shall be paid from my residuary estate as part
of the expense of the administration of my estate, without
apportionment.
ITEM II: I hereby authorize and empower my Executrix,
hereinafter named, to sell any or all of' the real property and
personal property which I may own or to which I am entitled at
the time of my death, in the sole discretion of my Executrix, at
private or public sale, without an Order of Court, at such time
or times and upon such terms as the said Executrix shall deem
EXH�B�T A
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appropriate for the best interests of my estate (or my
beneficiaries) thereby converting the same into cash. I further
authorize and empower my said Executrix to execute, acknowledge
and deliver all proper writings and deeds of conveyance and
transfer thereof. .
ITEM III: I bequeath all of my jewelry, including that
inherited from my grandmother and my mother, to my Co-Trustees,
hereinafter named, to be held for distribution to my daughter,
DEBORAH LYNNE KEELEY, if and when my individual Co-Trustees, JOHN
A. BERGSTRESSER and ESTHER R. BERGSTRESSER, in their sole
discretion, deem it to be appropriate. Upon the death of my said
daughter prior to distribution to her of all such items of
jewelry, said items shall be distributed in accordance with the
provisions of the Trust set forth hereinafter in Item V.
ITEM IV: I direct that any pets which I may own at the
time of my death shall not be euthanized or placed into an animal
shelter. Instead, I direct my Executrix to make every reasonable
attempt to permit the said pets to be maintained in the same
2
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household as th.at of my daughter, DEBORAH I,yNNE KEELEY, if my
Executrix, in her sole discretion, deems it to be appropriate.
In the event that this is not possible, I direct that my
Executrix shall have the said pets adopted into good caring
homes.
ITEM V: I devise and bequeath the residue of my estate,
of every nature and wherever situate, to my Co-Trustees,
hereinafter named, IN TRUST, to be invested and managed as
follows:
A• As much of the principal and income of this Trust
as the Co-Trustees, in their sole discretion after
due consideration of all other assets and sources
of income and support, including entitlement to
federal and state public assistance benefits, may
from time to time think advisable for the health,
maintenance, support or education, including
college and post-graduate education, of my
daughter, DEBORAH LYNNE KEELEY, or any of her
issue, shall be either paid to that person or
applied directly for that person' s benefit by the
Co-Trustees. It is my express intention and
desire that my said daughter assume reasonable
responsibility for her own financial support and
maintenance, and I direct that my Co-Trustees give
due and appropriate consideration to her
contribution and to her reasonable responsibility
for her own support in.determining what portion,
if any, of the principal and income of this Trust
is necessary or advisable to provide for the
3
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health, maintenance, support or education of my
said daughter, or any of her issue.
B. It is my desire that my home at 16 Salt Road,
Enola, East Pennsboro Township, Cumberland County,
Pennsylvania, or any other primary residence I may
have at the time of my death, be maintained by my
Co-Trustees as a possible residence for my
daughter, DEBORAH LYNNE KEELEY, in the event that
my said Co-Trustees, in their sole discretion,
deem it to be appropriate for her to reside there
immediately following rny death or within the
reasonably foreseeable future.
C. Upon the death of my daughter, DEBORAH LYNNE
KEELEY, or upon my death in the event that she
fails to survive me, the then-remaining principal
and any accumulated income of this Trust shall be
paid:
1 . To such of my said daughter�s issue, er
stirpes, as are living on the date of
distribution; or
2 . In .default of such issue, as follows :
a. � The sum of $5, 000 . 00 to the Helen O.
Krause Animal Foundation, Inc .
b. 750 of the remaining balance after
payment of the bequest set forth in a. above
to Masonic Temple #227, of Camp Springs,
Maryland, in memoriam of my parents, EDWARD
A. STEVENS and BETTY J. STEVENS, to be used
as follows: '
1. ) One-half to be used for the
Shriner's Burn Center; and �
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2 . ) One-h.alf to be used for such �
charitable purposes as the said Masonic
Temple shall in its discretion deem
appropriate.
c. 25% of the remaining balance after
payment of the bequest set forth in a. above
to Southgate Lions Club, Camp Springs,
Maryland, in memoriam of my grandparents,
George M. Beltz and Thelma Goodman Beltz .
ITEM VI: In addition to the powers conferred upon my
fiduciaries previously in this instrument and by law, I authorize
all fiduciaries without any order of court and in their sole
discretion to:
A. Retain any property and invest and reinvest any
property, including by way of illustration and not by way of
limitation, common stocks up to one hundred per cent (1000) of
corpus, stock in any fiduciary corporation, or any affiliated,
related or subsidiary or parent corporation, any common or
diversified trust funds maintained by any fiduciary or
affiliated, related subsidiary or parent corporations, and any
form of life insurance, annuity or endowment policies; and in so
doing, any fiduciary may act without restriction to so-called
legal investments and without responsibility for diversification.
5
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Any fiduciary may also keep reasonable amounts of cash in bank
uninvested.
B. Sell any property at public or private sale, for
cash or credit, with or without security, and exchange or
partition property and give options for sales or exchanges .
c• Borrow and lend money from and to any person
and/or corporation, including any fiduciary, and mortgage or
pledge any property.
D• Repair, alter, improve or lease for any period of
time any property and give options for leases.
E. Vote in person or by proxy securities held by it
and in such connection to delegate its discretionary powers.
F. Subscribe for stocks, bonds, or other investments;
exercise any stock option or similar rights; join in any plan of
lease, mortgage, merger, consolidation, reorganization,
' 6
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foreclosure or voting trust and private securities thereunder,
and generally exercise all the rights of security holders of any
corporation.
G. Purchase investments at premiums and charge
premiums to income or principal or partly to each.
H. So that title may pass by delivery, register
securities in the name of a nominee as designated by any
corporate fiduciary or in the name of such other nominee as may
be convenient.
. I . Compromise claims by or against my estate or trust
including, without limitation, any questions relating to taxes or
to any policy of life insurance: However, my fiduciaries need
not institute litigation to collect on any policy or on any claim
for the benefit of my estate unless they are reasonably
indemnified for all costs, counsel fees and other expenses of
such litigation.
7
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J. Retain agents, employees, accountants and counsel
(including investment counsel) for advice and other professional
services, and pay them out of income or principal .
K. Make distribution in cash or in kind or partly in
each and to allocate specific assets among the beneficiaries in
such propo.rtions as my fiduciaries may think best, so long as the
total market value of any beneficiary's share is not affected by
such allocation.
L. Determine whether any stock dividend, stock split,
extraordinary dividend or other items �of receipt or expenditure
. shall be allocated to income or principal or partly to income and
� partly to principal. My fiduciaries are relieved of all
liability in making such allocations, and distribution shall be
made without their being required to file an account for
confirmation.
8
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M. Hold, manage, invest and account for separate
trusts either as separate funds or in one or more consolidated
funds in which each trust shall own an undivided interest .
N. Add to the principal of any trust created
hereunder any property received from any person by deed, will or
in any other manner.
O. Continue. any business or businesses in which I may
be interested at the time of my death, whether or not said
business is conducted by me at the time of my death individually,
as a partnership, or through a corporation wholly owned or
controlled by me, with full authority to sell, settle and
discontinue any of them, at such time or times and upon such
terms or conditions which, in the judgment of my fiduciaries are
for the best interests of my estate or any trust created by my
Will .
P. Relinquish, in whole or in part by instrument in
writing, any power given to him or her by law or under the
9
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provisions of this Will, provided that such relinquishment shall
not bi.nd his or her successors unless similarly relinquished in
writing by them.
ITEM VII : The principal and income of any trust created �
hereunder shall be free from anticipation, assignment, pledge or
obligation of any beneficiary and shall not be subject to any
execution or attachment or to voluntary or involuntary
alienation, except that nothing in this provision shall preclude
the assignment of all or any part of a beneficiary's interest to
his or her descendants.
ITEM VIII : I appoint my friends, JOHN A. BERGSTRESSER
and ESTHER R. BERGSTRESSER, or the survivor of them, now of
Harrisburg, Dauphin County, Pennsylvania, and FINANCIAL TRUST
SERVICES COMPANY, of Harrisburg, Dauphin County, Pennsylvania, or
its successor, Co-Trustees of any trusts established by this, my
last Will . Should both of my friends, JOHN A. BERGSTRESSER arid
ESTHER R. BERGSTRESSER, fail to qualify or cease to act as Co-
Trustee for any such trust, I appoint my friend, FLOYD A.
10
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FAHNESTOCK, JR. , now of Carlisle, Cumberland County,
Pennsylvania, Co-Trustee of any such trust .
ITEM IX: I appoint my friend, ESTHER R. BERGSTRESSER, now
of Harrisburg, Dauphin County, Pennsylvania, as Executrix of
this, my last Will. Should my said friend fail to qualify or
cease to act as Executrix, I appoint my friend, FLOYD A.
FAHNESTOCK, JR. , now of Carlisle, Cumberland County,
Pennsylvania, as Executor of this, my last will.
ITEM X: I direct that my primary fiduciaries appointed
herein shall consult my friend, FLOYD A. FAHNESTOCK, JR. , as a
financial advisor for assistance in making any financial
decisions related to my estate or any Trusts created hereunder.
I also direct that my appointed fiduciaries retain my attorney,
CONSTANCE P. BRUNT, ESQUIRE, for the administration of my estate
and for any other legal counsel . or representation relating to my
estate or any Trusts created hereunder.
11
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ITEM XI: I direct that my Executrix or Co-Trustees, or
their successors, shall not be required to give bond for the
faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this day of , 1998 .
(Seal)
O A L. STEVENS, Testatrix
12
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The preceding instrument, consisting of this and twelve (12)
other typewritten pages, identified by the signature of the
Testatrix, GEORGANNA L. STEVENS, was on the day and date thereof
signed, published and declared by GEORGANNA L. STEVENS, the
Testatrix therein named, as and for her last Will, in the
presence of us, who, at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses
�
hereto.
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COMMONWEALTH OF PENNSYLVANIA .
: SS
COUNTY OF DAUPHIN •
I, GEORGANNA L. STEVENS, the Testatrix whose name is signed
to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; and that I signed it
willingly and as my free and voluntary act for the purposes
therein expressed.
O A L. STEVENS
SWORN TO OR AFFIRMED
AND ACKNOWLEDGE BEFORE ME
BY THE ABOVE-NAMED TESTATRIX
THIS l7`l'--' DAY
`^ 1998 .
OF ,�_ '
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Notary Public
Notarial Seal
Constance P.Brunt,Notary Public
Harrisburg,Dauphin County
My Cammission Expires Oct.20,2001
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COMMONWEALTH OF PENNSYLVANIA .
: SS
COUNTY OF DAUPHIN •
S /9�- �. �6�?/�-/v , and P�UL� �I . I�CI�Ll�(0 I�tISI°C(
We, � � '
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 the Testatrix sign and execute
the instrument as her free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing
and sight of the Testatrix signed the Will as a witness; and
that to the best of our knowledge, the Testatrix was at the time
eighteen (18) or more years of age, of sound rnind and under no
constraint or undue influence. �
,
I ESS , �
Vi�,�
WITNESS
SWORN TO OR AFFIRMED
BEFORE ME BY THE
ABOVE=NAMED WITNESSES
THIS l�'�--� DAY OF
�G�.ed.�- , 19 9 8 .
��
Notary Public
Notarial Seal
Constance P.Brunt,Notary Public
� Harrisburg,Dauphin County
My Commission Expires Oct.20,2001
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DEBBIE LUPOLD,TREASURER TAXPAYER'S C4PY
98 S ENOLA DRIVE;ROOM 101
ENOLA,PA 17025 KEEP THIS PORTION FOR YOUR RECORDS
TEMP -RETURN SERVICE REQUESTED
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KEELEY,GEORGANNA L •
C/O GEORGANNA L STEVENS
1�SALT RD IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIflIIIIIIIIIIIII
ENOLA Pq 17025-2017
To review the assessment data for this pro ert
www.courthouseonline.com>AssessmentOffice>Cumberland>PropertyRecords.
•' t nen e�ter eontro!# OS002339
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Payable To DEBBIE LUPOLD,TREASURER . . , � � � � � � � � • •
Office Hours. MON THRU THURS 9AM-4PM
98 S ENOLA DRIVE;ROOM 101
� • ENOLA,Pq 17025 CLOSED FRI&HOLfDAYS �
, PHONE(717)907-9392 • Bill No: 3458
MAP NO: 09-14-0834-021. `, Bill Date: 3/1/13
'Control No: 09d02339
Desc: 76 SALT ROAD Assessed Value: Land:67,400 Improvement: 105,700. Total:173,100
LAND Discount
Acres 1.66 Deed 0032J00899 Gount RE Face ena y
2.131 $361.50
County Lib Q368•88 5405.77
II III II III III II 0.143 $24.25 $24.75 '
Munic.R/E 0.957 $2�.23
$162.35 $165.66 $182.23
$1.00 FEE FOR ADDITIONAL RECEik'TS
Tax Payer:
KEELEY,GEORGANNA L --.�
C!O GEORGANNA L STEVENS TAX AMOUNT DUE
16 SALT RD If Date Of Pa ment is on � �548.70 $559.29 $615.23
ENOLA PA 17025-2017 3 1N3 thru 4/30 13 5J1/13 thru 6/30/13 7/1/.13 or Later
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Estate Valuation
Date of Death: 11/21/2012 Estate of: Stevens Estate
Valuation Date: 11/21/2012
Processinq Date: 08/21/2013 Account: 16798-1
Report Type: Date of Death
Number of Securities: 27
File ID: Stevenswf
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 650 ALTRIA GROUP INC (022095103)
COM
New York Stock Exchange
11/21/2012 32.92000 32.71000 H/L
32.815000 21,329.75
2) 500 AT&T INC (845333103)
COM
New York Stock Exchange
11/21/2012 33.89600 33.57000 H/L
33.733000 16,866.50
3) 19728 BB&T CORP (059937107)
COM
New York Stock Exchange
11/21/2012 28.52000 28.15000 H/L
28.335000 558,992.88
9) 200 CHEVRON CORP NEW (166769100)
COM
New York Stock Exchange
11/21/2012 109.12000 103.91000 H/L
Div: 0.9 Ex: 11/19/2012 Rec: 11/16/2012 Pay: 12/10/2012 103.765000 20,753.00
180.00
5) 600 CISCO SYS INC (17275R102)
COM
The NASDAQ Stock Market LLC
11/21/2012 18.62000 18.27000 H/L
18.995000 11,067.00
6) 600 COCA COLA CO (191216100)
COM
New York Stock Exchange
11/21/2012 37.97000 37.22000 H/L
37.395000 22,407.00
7) 750 COMCAST CORP NEW (200300101)
CL A
The NASDAQ Stock Market LLC
il/21/2012 36.65000 36.26000 H/L
36.455000 27,341.25
8) 62 DUN & BRADSTREET CORP DEL NEW (26483E100)
COM
New York Stock Exchange
11/21/2012 76.34000 79.59000 H/L
75.440000 9,677.28
9) 1794 EXELON CORP (30161N101)
COM
New York Stock Exchange
11/21/2012 29.15000 28.60000 H/L
Div: 0.525 Ex: 11/13/2012 Rec: 11/15/2012 Pay: 12/10/2012 Z8.875000 51,801.75
991.85
10) 180 FRONTIER COMMUNICATIONS CORP (35906A108)
COM
New York Stock Exchange
11/21/2012 9.93500 9.30000 H/L
9.367500 786.15
11) 32 GARTNER INC (366651107)
COM
New York Stock Exchange
11/21/2012 46,89000 96.16100 H/L
46.525500 1,488.82
Page 1
This report was produced with Estate' If you have questions,
please contact EV .3.1)
EXH�e�T C
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Date of Death; 11/21/2012
Valuation Date: 11/21/2012 Estate of: Stevens Estate
Processinq Date: 08/21/2013 Account: 16798-1
Report Type; Date of Death
Number of Securities: 27
File ID: Stevenswf
Shares Security
or Par Description Mean and/or Div and Int Security
Hiqh/Ask Low/Bid Adjustments Accruals
Value
1z) 250 JOHNSON & JOHNSON (97$160109)
COM
New York Stock Exchange
11/21/2012 69.87500 69.95000 H/L
69.662500 17,915,63
13) 149 KRAFT FOODS GROUP INC (50076Q106)
COM
NASDAQ Stock Market
11/21/2012 95.14000 99.90000 H/L
44.770000 6,670.73
19) 999 MONDELEZ INTL ZNC (50075N109)
CL A
New York Stock Exchange
11/21/2012 25.90000 25.27000 H/L
25.585000 11,987.67
15) 250 MOODYS CORP (615369105)
COM
New York Stock Exchange
il/21/2012 96.37000 45.92000 H/L
Div: 0.16 Ex; 11/16/2012 Rec: 11/20/2012 Pay: 12/10/2012 96,195000 11,536.25
40.00
16) 2120 NV ENERGY INC (67073Y106)
COM
New York Stock Exchange
11/21/2012 17.93000 17.73000 H/L
17,830000 37,799.60
17) 20000 PENNSYLVANIA ST (709191D69)
Interactive Data Corporation
pTD: 06/10/2003 Mat: 07/O1/2017 3.75�
11/21/2012 102.09000 Mkt
Int; 07/O1/2012 to 11/21/2012 102.090000 20,918.00
291.67
18j 4290 PEPCO HOLDINGS INC (713291102)
COM
New York StoCk Exchange
il/21/2012 19.15500 18.97000 H/L
19.062500 80,825,00
19) 650 PHILIP MORRIS INTL INC (718172109)
COM
New York Stock Exchange
11/21/2012 88.88000 88.01000 H/L
88.995000 57,989,25
2�) 5000 PITTSBURGH PA WTR 5 SWR AUTH W (725309QA0)
Interactive Data Corporation
DTD; 09/15/2003 Mat: 09/O1/2016 9�
11/21/2012 112.70500 Mkt
Int: 09/O1/2012 to 11/21/2012 112.705000 5,635.25
99.99
21). 1OQ00 PITTSBURGH PA WTR 6 SWR AUTH W (725304QF9)
Interactive Data Corporation
DTD: 09/15/2003 Mat: 09/O1/2016 9$
11/21/2012 101.89100 Mkt
Int: 09/O1/2012 to 11/21/2012 101.891000 10,189.10
88.B9
Zz) 30000 STROUDSBURG PA AREA SCH DIST ($63475HC6)
interactive Data Corporation
DTD: OS/O1/1998 Mat: 10/O1/2013 0$
11/21/2012 99.15900 Mkt
99.159000 29 79� �p
Page 2
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1J
. �-�v�„�..����.� :�,.�.��„���,.m���.
� _ . � ��,,
Date of Death: 11/21/2012
Valuation Date; 11/21/2012 Estate of: Stevens Estate
Processing Date: 08/21/2013 Account: 16798-1
Report Type: Date of Death
Number of Securities: 27
File ID: Stevenswf
Shares Security
or Par Description Mean and/or Div and Int Security
High/Ask Low/Bid Adjustments Accruals
Value
23) 900 TEXAS INSTRS INC (882508109) -
COM
New York Stock Exchange
11/21/2p12 29.92000 29.06000 H/L
29.290000 11,696.00
Z9) 190 TLC VISION CORP (872549100)
COM
The NASDAQ Stock Market LLC
11/21/2012 0.00400 0.00900 H/L
0.004000 0.76
z51 750 VERIZON COMMUNICATIONS INC (92343V104)
COM
New York Stock Exchange
11/21/2012 93.18000 42.77000 H/L
92.975000 32,231.25
Z6) 400 WELLS FARGO & CO NEW (999796101)
COM
New York Stock Exchanqe
11/21/2012 33.00000 32.97000 H/L
Div: 0.22 Ex: 11/07/2012 Rec: 11/09/2012 Pay: 12/O1/2012 3z•�35000 13,099,00
88.00
Z�) 100 WORLD WRESTLING ENTMT INC (98156Q108)
CL A
New York Stock Exchange
11/21/2012 7,93000 7,79000 H/L
7.860000 7B6.00
Total Value: ----- -----
Total Accrual: 51,089,533.57
Total: $1,086,208.92 $1,674.65
Page 3
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. if you have questions,
please contact EVP Systems at (818) 313-6300 or www,eypsys.com. (Revision 7,3.1)
__ �_�.�„�.�..�,��,,.��,� �_n
�,�:.��N.. .
�.��:..«��,..,§�_ .
Estate Valuation
Date of Death: 11/21/2012
Valuation Date: 11/21/2012 Estate of: Stevens Estate
Processing Date: 08/21/2013 Account: 16798-1
Report Type: Date of Death
Number of Securities: 3
File ID; Stevensstk
�, �. Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
n tf 1) 531 DUKE ENERGY CORP NEW (26491C105)
��,�� COM NEW
New York Stock Exchange
li/21/2012 60.91000 59.85000 H/L
Div: 0.765 Ex: 11/19/2012 Rec: 11/16/2012 Pay: 12/17/2012 60.380000 32,061.78
406.22
�� 2) 2960 ENTERPRISE PRODS PARTNERS L P (293792107)
COM
New York Stock Exchanqe
11/21/2012 51.86000 51.12000 H/L
51.990000 127,695.20
�� 31 797 SPECTRA ENERGY CORP (847560109)
COM
New York Stock Exchange
11/21/2012 27.90000 27.72000 H/L
Div: 0.305 Ex: 11/07/2012 Rec: 11/12/2012 Pay: 12/10/2012 z7•$10000 22,169.57
243.09
Total Value:
Total Accrual: $181,921.55
Total: $182,570.86 $699.31
Page 1
This report was produced with Esi
please contaci nc. If you have questions,
EXH/B1T D �n 7.3.1)
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M�de!!�(., dch d■yof Septewber
Edvard A. Sta,vbns and Betky J. 5tevena �n,�y�qr1987 'bYA1Jhriaeen
�n)'lie�)of.he fir:l p�n,a�d •
Allen L. Ennie end Linde D. Ennia. his wife, ae tenents by tlie entirety,
qny(iea)of tht xeond pa„;
, w�TNF��77�. �ha�fn caniidera�ton of�he sum of 7ihCDlf{Ta�CCpp�
. con�idemiiotu,�he reot�p�of whieh i+hcreby acknowledged,the iaio ���� ����8°°d°nd valua blc
y�wn�y unto!he p�„Y(&sI uf the�ccond part. the aurvi vqr1 o�fr thP�m�hls�or�her
hein�nd a�tiQn�.in fec iimpk.the loilowin�dekribed land and premises,with the lmprovtment.raumenis,
■�d aF'j�une�ana� thercunlo belonying,situaie. tying and Gein�in ttc 8Ch
�,���o�Prinea Geosgea l'ouuty.Staie of M�ryiand. n�mely: cicc�ioa
Loe 5 and part af Lot 6 of Parcel 3� "Spring Acres", princa 6�o�g,;�;;
Couucy, Haryland sa sore �lly deacribad in Schedule "A", attached
:, hereto and oade e part htic•eof. ,
,.,. •
u•�
i..
Y ; By Ihe cxccu�ion ot the Deeq,���tty(��)of the Cnt part hoicby ccttify(K�}���T the pvnaltiea of perjury
j Ih�l thc sc�ua�eeeiW�n��on paf�or lo be peid,inciuding the amount of any mortgage or docd ai trus�
:!• aautned by 1he pany(ia)ot the second pan,is In the sum roul of S 43.000,00
� �
i iEiNG Ihe tame land conveyed Io the g�ntur(�)hercin by deed rccordrd(n Liber G4 84
� f• at Rolio(s)922
r� • s���C7'�o+��axmenb,eonvenants and nstrklion+of�ord,
r
�� ' AND ihe srantor(s►hcrcin w�rrant(il spedally the properly hercDy cooveyed;snd cuvenant(c)to execute
tueh funher as�unncp�of sab W�as�y y� requisile.
« � WITNESS m
�i � Y lour)hand(�)end seal(sl.
d i
q � A EST; .
x ! ............... ........ .....,....................... ..��� � �/ •��
� �� � � ����/
� � .....,.�..�................ d arJ !$ vena .'k�.-'•••`•••"(sGAL)
......................
STATB OP MARY[rI ND .........�..........
�� � ' ..., ....teven�.... .. (SEAL)
� �t t .,........ .
. ; COZ/NTY OF pR/NCB CE'pIrCL�'S "�
�� .' l NER$BY CER77FY t►w�onthi� 4th dayof Se tember
�� � the undeni�ned of�iar,� Not�ry Public in and!or the juriuliction aforewid, �x►ronall q �� �bttore
i EdWUrd A. Stevena end Betty J, Sa.evena y �"�
knowr. to me to yo the,yonon(�)whose name(s) i�(arc)�ub�cribrd !u tho.within inc�rumcv�t aad did �
ecknowlpd4e Ihat he(rhe)(tlxY)exautcd ihe same f�r tht purpoye� thercin caniefneJ. �l
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REAL ESTATE SALES CONTRACT 'I
� II REC�IVED FROM ALLEN L. ENNIS and LINDA D. ENNIS, his wife,
• � hereinafter referred to as "purchasers," a deposit of Five Hun- I
Idred ($500.00) Dollars to be applied as part payment of the �
� purchase of Lot 5 and part of-Lot 6 of Parcel 3, being part of I
Ithe property evidenced by a deed to the Sellers herein and re- 1
� corded among the Land Records of Prince George's County, Mary- �
\ Iland, in Liber 4484 at Folio 922, with improvements thereon known �
,� ias No. 9006 Buttons Drive, Clinton, prince George's County, in �
� the State of Maryland, upon the Pollowang terms of sale: I
�. 1. The total purchase price of the property is Forty-Three �
� ($43,000.00) Thousand Dollars, I
, I 2. The pu=chasers agree to pay Three Thousand ($3,000.00)
i
. ' D011ars cash at the date of conveyance, of which this deposit �
� � shall be a part, i
� �� 3,. The Purchasers are to give a first mortgage, secured on I
��I I I
� �� the premises known as 9006 Buttpns Drive, Clinton, Maryland, in i
;�, � � the amount of Forty Thousand ($40,000.00) Dollars, due in the i
\ I
year Two Thousand and Seventeen (2017) , bearing inkerest at a I
Irate of IJfne and One-Ha1P (9 1/28) Percent per annum, payable in I
Imonthly installments of Three Hundred Thirty-S.ix and 35/100 �
($336.35) Dollars, for a f
� period of thirty (30) years, each �
; I montbly instal].rnent•••when so pai,d to be applied first to the �
' ipayment of interest on the amount of principal remaining unpaid �
� � and the balance thereof credited to the principal, �
'� 4. The property is currently leased to the Purchasezs and I
� Ihas been so sfnce approximately August 1, 1982.
I
.� � � 5. The property is to be sold "AS IS.•
� 6. The Purchasers will secure insurance agai,nst the im-
l � .
' ptovements now existing on said premises, or hezeafter erected on I
the property, for loss due to fire or hazard, included with the
I
i
� �
;� . �
�....�„��-��.��.�,�.�-��:�
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term "extended coverage,^ and �hat said insurance shall be in an i
amoun� no less than the amount secured by vzrtue of the afore-
mentioned first mortgage execvted by the parties, The Purchasers
shall furnish the secured party with a paid receipt sufficient to
evidence its papment in fu].l within thfrty (gp) days of the �
penalty date, Faa.lure to comply with this provisfon may result
in the secured party paying said premium and adding said amount
to the pra.ncipal unde[ the first mortgage, thereby subjecting it '
to the same rate of intezest. �
I
7• I� is the intent of all parties to this transaction that �
j; the installment payments under the aforementioned first mortgage
are not to be accelerated until the passing of a period of I
Itwenty-four (24) months and that the purchasers sha11 not have I
� � the right to tender the balance due on the first mortgage until I
� �
� + said period has lapsed.
� � i
\ 8. The present lease agreement between the sellers and
Purchasers shaYl remain in effect until the date of settlement,
��
� lat which time the rights and obligations of both parties under ;
�'° Ithat aqreement shall terminate. '
I9. The Purchasers shall pay all taxes, assessments and
other charges, fines, and impositions attzibutable to the prop- '
erty which may ob�ain a priority over the first mortgage. The I
� Purchasers shall furnish the secured party with paid receipts I
, sufEicient to evidence the payment in full ot a11 the a£ore-
mentioned taxes and assessments attributable to said property and I
� that failure to comply with this• provision within thirty {30) I
days of the penalty date will result in the secured party making 1
� '
the payments due and adding said amount to the principal under
� _ � �� the first moztgage, thereby subjecting it to the same rate of
� I interest. I
I10. The Purchasezs sha11 promptly pay when due the
I princi- I
pal of and interest on the indebtedness evidenced by the first
mortgage. A Iate charge sha11 be as.sesse$ on the Purchasers in I
I I
2 �
I �
. • '
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the amount of Five ($5.00} Dollars or One-Twentieth (1/20) of the
total amount of the delinquent or late installment of principal
and interest, whichever is larger, which is zeceived by the
secured party more than five (5) days after the due date thereof.
11. If a11 or any part of the property or an interest
therein is sold or trans�erred by the Purchasers without the
prior written consent of the Sellers, the Sellers may, at 5e1-
lers' option, declare all the sums secured by the first mortgage
to be immediately due and payable. The acknow].edgment of this
provision in this Contract of Sale shall constitute all the
notice neceasary for the sellers to exercise this option.
12. The propezty is sold free of encumbrance except as
a£oresaid; title is to be good of reoord and in fact subject,
� however, to covenants, conditi.ons, and zestrictions of record, if
,� any; otherwise, said deposit is to be returned and s I
iJ ale declared
.\ � off at the option of the Purchasers unless the defects are of
�� such character tbat they may readily be remedied by legal action,
but the Sellers and agents are hereby expressly released from all
�
liabilitiy for damages by reason of any defect in the title, In
case legal steps are necessary to perfect the title, such action
must be taken promptly by the 5ellers, at their own expense,
� whereupon the time herein specified foX full settlement by the I
�N Purchasers will thereby be extended for the period necessary for
such prompt action.
� � 13. RenEs, taxes, water rent, insurance, and interest on
� existing encumbrances, if any, and operating char es ate to
�C7 4 b e
adjus�ed to the date oE transfer, Taxes, general and special,
are to be adjusted according to the certificate of taxes issued
_ . by the Treasurer of the County, except that assessments for
improvements completed prior to the date hereof, whether assess-
ment therefor has been levied or not, shall be paid by the Sel-
lers or allowance made there£or at the time o£ transfer. I£ the I
3
,� ' � �
.-� �,�.�w� �
� �,.,�:��— . ;,��,
.�-k.���.�. �..�� ,�. �.�.a.�,� _
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property is servfced by the Washington Suburban 5anitary Commis-
sion, annual benefit charqes of said Commission are to be ad-
justed to date of transEer and assumed thereafEer by Purchasers.
I4. Examination of title, tax certifi.cate, conveyancing,
notary fees, and all recording charges, incl�ding those for
purchase money tcust, if any, are to be at the cost of the
Purchasers; provided, however, that if upon examination the title
II should be £ound defective, �he sellers hereby agree to pay the
cost of the examina�tion of the title and also to pay to the agent
herei.n a commission hereinafter provided for, just as though the
sale had actually been consumated and all the terms of this I
IContract complied with.
15. Within sixty (60) days from the date of acceptance
\l i hereof by the owner, the 5ellers and Purchasers are required and �
, o� I agree to make fnll settlement in accordance with the terms here- I
\ v of. If the Purchasers shall fail so to do, the deposit herein
a
� provided for may be forfeited, and the Contract shall be null and
� I v_oid at the option of the Sellers.
� � 16. Purchasers and Sellers have jo:Lntly agreed to use
�
� Pa�uxent Title Corporation as the settlement agent.
17. Sel].ers agree to execute the usual special warranty
deed. •
18. �Sellers agzee to give possession at time of settlement.
�`� 19. The risk of loss or dama e to said
9 property by fire or
� other casualty until the deed of conveyance is recorded is as-
j Isumed by the Sellers.
f ,� � 20. All notices of violati.ons of local ordinances or re-
1)
� quirements issued by legal authority or prosecution in any corut
� � on account thereof aqainst ox affecting the property at the date
oF the settlement of this Contract shall be defended or complied
�
� with by the Sellers and the property conveyed free thereof. This
��
� provieion shall survive the delivery of the deed hereunder,
I
I 4
�I i
a..�..�. � .�� �.�n.. .�,�.� ` �.�.�.�.� ,.��.,,��....�- ,��.�� , . ��
_. .�.�� .�„4„�
. I
. i
regardless of knowledge or notice of the same on the part of
Purahasers.
21. The principals to this Contract mutually agree �hat it
shall be binding upon their respective heirs, executors, adminis-
trators, or assigns.
22. This Contract, made in triplicate, when ratified by the
Sellers, contains the £inal and entire agreement between the
parties hexeto, and they shall not be bound by any terms, condi-
, tions, statements, or representat3.ons, oral or written, not here-
in contained,
23. Time is �f the essence of this Contract.
WE, the undersigned, hereby rafity, accept, and agree to the
above Contract of Sale and acknowledge it to be our contract,
Property is �o be conVeyed i.n the name of ALLEN L. ENNIS and
LINDA D. ENNIS, as Tenants by the Entireties.
�S�� � r 19_ ��F� � ��x�r�ta4
Purchasez (Seal)
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Purchaser (Seal)�
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�:Charts and Graphs � .
... .._. .. . ............ .. ...._._......
Charts .... ..�_.._..._.. .. ...,..._....... . ... �
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<��a�,.S Loan Amount =40000.
Conversions ; ; - 9.5
nterest Rate - o�o
Terms
�CcicrCor:v'r'rTe��S Month and Ye&r =30.. _. . .......::...:........:......Years > ;
= October • jgg7
t9zxa:C)acirnal,Binary Canversions Early Loan Payoff Method = None •
Unr,ccreersioru ....
Cur�ency Cor•mrters Calculate
.Geometry ' . .. ... ............ . . ..
Monthly Payment =336.34
_._...... . .. ....__ ...
Anaiytical Georne�y otal Interest without pre-payment=a1 oe2.4
1�2a Calculetors
'ingartometry caic�i4co.�s Year Month Principal Paid Interest Paid Loan Balance
Heaith 1987 October 19.68 316.67 39980.32
r:�=�,un cAi;.�,i.:ro�� 1987 November 19.83 316.51 39960.49
� Med:c�l Calculatcrs 1987 December 19.99 316.35 39940.51
.1 Math Dfctionary
1988 January 20.15 316.2 39920.36
1988 February 20.31 316.04 39900.05
Mind Twist _ 1988 Mazch 20.47 315.88 39879.59
Fur:ny hta;^ 1988 April 20.63 315.71 39858.96
F(11'l.iC3 1988 May 20.79 315.55 39838.17
o�hen 1988 June 20.96 315.39 39817.21
Love Calculator 1988 July 21.12 315.22 39796.09
�t;,��s 1988 August 21.29 315.05 39774.8
Spotts cala;iet�rs
1988 September 21.46 314.88 3975334
1988 October 21.63 314.71 39731.72
u.+ea#r�er
1988 November 21.8 314.54 39709.92
`s��en�e . 1988 December 21.97 314.37 39687.95
�anc�nidth Galcuiator 1989 J2nuary 22.15 3]4.2 39665.8
Ch�mistry Galcuiatcrs 1989 February 2232 314.02 39643.48
�n�fi�.=.rins�C��r.uta�ors 1989 Mazch 22.5 313.84 39620.98
Oper�fions ftese2r:h 1989 April 22.68 313.67 39598.31
1989 May 22.86 313.49 39575.45
Phys;cs Galcuiatcrs
1989 June 23.04 313.31 39552.41
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Statistics caicu�ators 1989 JtllY 23,22
313.12 39529.2
hiathamatical;eomeEy'itieore.ms 1989 AUgUSt 23.4
312.94 39505.79
r�t�r��is 1989 September 23.59 312.75 39482.21
Do;vn:.oau Ca�cuia�ors 1989 October 23.77 312.57 39458.43
c�Aaier.a�c�,i�;e�s 1989 November 23.96 312.38 39434.47
FF�S 1989 December 24.15 312.19 39410.32
usetul�inks 1990 J2nuary 24.34 312 39385.97
1990 February 24.54 311.81 39361.44
Scripfs and Tutorials ]990 March
24.73 311.61 39336.71
Human Sody Elements 1990 April 24.93 311.42 39311.78
AdChdcas('s 1990 May 25.]2 311.22 39286.66
► Amortization Schedule 1990 June 25.32 311.02 39261.34
► Mortaaqe Loan Finance 1990 July 25.52 310.82 39235.8]
► Amortization Calculator 1990 August 25.72 310.62 39210.09
1990 Sep[ember 25.93 310.41 39184.16
F��� _ 1990 October 26.13 310.21 39158.03
� � 1990 November 2634 310 39131.69
������ 1990 December 26.55
309.79 39105.14
_ 1991 January 26.76 309.58 39078.38
1991 February 26.97 309.37 39051.41
1991 March 27.18 309.16 39024.22
1991 April 27.4 308.94 38996.82
1991 May 27.62 308.72 38969.2
findheigh[.com � I9I1 June 27.84 308.51 38941.37
1991 July 28.06 308.29 3891331
1991 August 28.28 308.06 38885.04
1991 September 28.5 307.84 38856.53
1991 October 28.73 307.61 38827.81
1991 November 28.95 307.39 38798.85
1991 December 29.18 307.16 38769.67
1992 January 29.42 306.93 38740.25
1992 February 29.65 306.69 38710.6
1992 March 29.88 306.46 38680.72
1992 April 30.12 306.22 38650.6
1992 May 30.36 305.98 38620.24
1992 June 30.6 305.74 38589.65
1992 July 30.84 305.5 38558.81
1992 August 31.08 305.26 38527.72
1992 September 3133 305.01 38496.39
1992 October 31.58 304.76 38464.81
1992 November 31.83 304.5] 38432.98
1992 December 32.08 304.26 384�0.9
]993 January 3233 304.01 38368.57
1993 February 32.59 303.75 38335.98
1993 Mazch 32.85 303.49 38303.13
1993 April 33.11 303.23 3827p.02
1993 May 3337 302.97 38236.65
1993 June 33.63 302.71 38203.02
1993 July 33.9 302.44 38169.11
1993 August 34.17 302.17 38134.94
1993 September 34.44 301.9 38100.5
1993 October 34.71 301.63 38065.79
1993 November 34.99 301.35 38030.8
1993 December 35.26 301.08 37995.54
1994 January 35.54 300.8 37960
1994 February 35.83 300.52 37924.17
1994 March 36.11 300.23 37888.06
1994 April 36.39 299.95 37851.67
1994 May 36.68 299.66 37814.99
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1994 June 36.97 29937 37778.01
1994 July 37.27 299.08 37740.75
1994 August 37.56 298.78 37703.19
1994 September 37.86 298.48 37665.33
1994 October 38.16 298.18 37627.17
1994 November 38.46 297.88 37588.71
1994 December 38.76 297.58 37549.95
1995 January 39.Q7 297.27 37510.87
1995 February 3938 296.96 37471.49
1995 March 39.69 296.65 37431.8
1995 April 40.01 29634 37391.8
1995 May 40.32 296.02 37351.47
1995 June 40.64 295.7 37310.83
1995 July 40.96 295.38 37269.86
1995 August 41.29 295.05 37228.58
1995 September 41.62 294.73 37186.96
1995 October 41.94 294.4 37145.02
1995 November 42.28 294.06 37102.74
1995 December 42.61 293.73 37060.13
1996 January 42.95 29339 37017.18
1996 February 43.29 293.05 36973.89
1996 March 43.63 292.71 36930.26
1996 April 43.98 292.36 36886.28
1996 May 4433 292.02 36841.96
1996 June 44.68 291.67 36797.28
1996 July 45.03 29131 36752.25
1996 August 45.39 290.96 36706.86
1996 September 45.75 290.6 36661.12
1996 October 46.11 290.23 36615.01
1996 November 46.47 289.87 36568.54
1996 December 46.84 289.5 36521.7
1997 January 47.'ll 289.13 36474.48
1997 February 47.59 288.76 36426.9
1997 March 47.96 288.38 36378.94
1997 April 48.34 288 36330.59
1997 May 48.72 287.62 36281.87
1997 June 49.11 287.23 36232.76
1997 July 49.5 286.84 36183.26
1997 August 49.89 286.45 36133.37
1997 September 50.29 286.06 36083.08
1997 October 50.68 285.66 36032.4
1997 November 51.09 285.26 3598132
1997 December 51.49 284.85 35929.83
1998 January 51.9 284.44 35877.93
1998 February 52.31 284.03 35825.62
1998 Mazch 52.72 283.62 35772.9
1998 April 53.14 283.2 35719.76
1998 May 53.56 282.78 35666.2
1998 June 53.98 282.36 35612.21
1998 July 54.41 281.93 35557.8
1998 August 54.84 281.5 35502.96
1998 September 55.28 281.07 35447.68
1998 October 55.71 280.63 35391.97
1998 November 56.16 280.19 35335.81
1998 December 56.6 279.74 35279.21
1999 January 57.05 279.29 35222.17
1999 February 57.5 278.84 35164.67
1999 March 57.95 27839 35106.71
1999 April 58.41 277.93 350483
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1999 May 58.88 277.47 34989.42
1999 June 59.34 277 34930.08
1999 JuIY 59.81 276.53 34870.27
1999 August 60.29 276.06 34809.98
1999 September 60.76 275.58 34749.22
1999 October 61.24 275.1 34687.98
1999 November 6].73 274.61 34626.25
1999 December 62.22 274.12 34564.03
2000 January 62.71 273.63 3450132
2000 February 63.21 273.14 34438.11
2000 March 63.71 272.64 34374.41
2000 April 64.21 272.13 34310.2
2000 May 64.72 271.62 34245.48
2000 June 65.23 271.11 34180.25
2000 July 65.75 270.59 34114.5
2000 August 66.27 270.07 34048.23
2000 September 66.79 269.55 33981.44
2000 October 6732 269.02 33914.11
2000 November 67.85 268.49 33846.26
2000 December 6839 267.95 33'777,87
2001 January 68.93 267.41 33708.93
2001 February 69.48 266.86 33639.45
2001 Mazch 70.03 266.31 33569.43
2001 April 70.58 265.76 33498.84
2001 May 71.14 265.2 33427.7
2001 June 71.71 264.64 33355.99
2001 JuIY 72.27 264.07 33283.72
2001 August 72.85 263.5 33210.87
2001 September 73.42 262.92 33137.45
2001 October 74 26234 33063.45
2001 November 74.59 261.75 32988.86
2001 December 75.18 261.16 32913.68
2002 January 75.78 260.57 32837.9
2002 February 76.37 259.97 32761.53
2002 Mazch 76.98 259.36 32684.55
2002 April 77.59 258.75 32606.96
2002 May 78.2 258.14 32528.76
2002 June 78.82 257.52 32449.94
2002 July 79.45 256.9 32370.49
2002 August 80.08 256.27 32290.41
2002 September 80.71 255.63 32209.7
2002 October 81.35 254.99 32128.36
2002 November 81.99 254.35 32046.36
2002 December 82.64 253.7 31963.72
2003 January 83.3 253.05 31880.43
2003 February 83.95 25239 31796.47
2003 Mazch 84.62 251.72 31711.85
2003 April 85.29 251.05 31626.56
2003 May 85.96 250.38 31540.6
2003 June 86.65 249.7 31453.95
2003 July 87,33 249.01 31366.62
2003 August 88.02 248.32 31278.6
2003 September 88.72 247.62 31189.88
2003 October 89.42 246.92 31100.46
2003 November 90.13 246.21 31010.33
2003 December 90.84 245.5 30919.48
2004 January 91.56 244.78 30827,92
2004 February 92.29 244.05 30735.64
2004 Mazch 93.02 243.32 30642.62
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2004 April 93.75 242.59 30548.86
2004 May 94.5 241.85 30454.37
2004 June 95.24 241.1 30359.12
2004 July 96 240.34 30263.12
2004 August 96.76 239.58 30166.36
2004 September 97.52 238.82 30068.84
2004 October 983 238.04 29970.54
2004 November 99.07 237.27 29871.47
2004 December 99.86 236.48 29771.61
2005 January 100.65 235.69 29670.96
2005 February 101.45 234.9 29569.51
2005 March 102.25 234,09 29467.26
2005 April 103.06 233.28 29364.2
2005 May 103.88 232.47 2926033
2005 June 104.7 231.64 29155,63
2005 July 105.53 230.82 29050.11
2005 August 10636 229.98 28943.74
2005 September 107.2 229.14 28836.54
2005 October 108.05 228.29 28728.49
2005 November 108.91 227.43 28619.58
2005 December 109.77 226.57 28509.81
2006 Januaty 110.64 225.7 28399.17
2006 February 111.51 224.83 28287.66
2006 Mazch 112.4 223.94 28175.26
2006 April 113.29 223.05 28061.97
2006 May 114.18 222.16 27947.79
2006 June 115.09 221.25 2�832�
2006 July 116 220.34 27716.7
2006 August 116.92 219.42 27599.78
2006 September 117.84 218.5 27481.94
2006 October 1]8.78 217.57 27363.16
2006 November 119.72 216.63 27243.44
2006 December 120.66 215.68 Z7122,7g
2007 January 121.62 214.72 27001.16
2007 February 122.58 213.76 26878.58
2007 Mazch 123.55 212.79 26755.02
2007 April 124.53 211.81 26630.49
2007 May 125.52 210.82 26504.98
2007 June 126.51 209.83 26378.47
2007 July 127.51 208.83 26250.95
2007 August 128.52 207.82 26122.43
2007 September 129.54 206.8 25992.89
2007 October 130.56 205.78 25862.33
2007 November 131.6 204.74 25730.73
2007 December 132.64 203.7 25598.09
2008 January 133.69 202.65 25464.4
2008 February 134.75 201.59 25329.65
2008 March 135.82 200.53 25193.84
2008 April 136.89 199.45 25056.95
2008 May 137.97 198.37 24918.97
2008 June 139.07 197.28 24779.9
2008 July 140.17 196.17 24639.74
2008 August 141.28 195.06 24498.46
2008 September 142.4 193.95 24356.06
2008 October 143.52 192.82 24212.54
2008 November 144.66 191.68 24067.88
2008 December 145.8 190.54 23922.08
2009 January 146.96 189.38 23775.12
2009 February 148.12 ]88.22 23627
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2009 March 149.29 ]87.05 23477.7
2009 April ]50.48 ]85.87 23327.23
2009 May 151.67 ]84.67 23175.56
2009 June 152.87 183.47 23022.69
� 2009 July 154.08 182.26 22868.61
2009 August 155.3 181.04 22713.31
2009 September 156.53 179.81 22556.79
2009 October 157.77 178.57 22399.02
2009 November 159.02 17733 22240
2009 December 160.28 176.07 22079.73
2010 January 161.54 174.8 21918.18
2010 February 162.82 173.52 21755.36
2010 March 164.11 172.23 21591.25
2010 April 165.41 170.93 21425.84
2010 May 166.72 169.62 21259.]2
2010 June 168.04 168.3 21091.08
2010 July 169.37 166.97 20921.71
2010 August 170.71 165.63 20750.99
2010 September 172.06 164.28 20578.93
2010 October 173.43 162.92 20405.51
2010 November 174.8 161.54 20230.71
2010 December 176.18 160.16 20054.53
2011 January 177.58 158.77 19876.95
2011 February 178.98 15736 19697.97
2011 Mazch 180.4 155.94 19517.57
2011 April 181,83 ]54.51 19335.74
20]1 May 183.27 153.07 I9152.47
2011 June 184.72 ]51.62 18967.76
2011 July 186.18 150.16 18781.58
2011 August 187.65 148,69 18593.92
2011 September 189.14 147.2 18404.78
2011 October 190.64 145.7 18214.14
2011 November 192.15 144.2 18022
2011 December 193.67 142,67 1782833
2��2 �anua�y 195.2 141.14 17633.13
2072 February 196.75 ]39.6 1743638
2012 Mazch 198.3 138.04 17238.08
2012 April 199.87 136.47 17038.21
2012 May 201.46 134.89 16836,75
2012 June 203.05 133.29 16633.7
2012 July 204.66 131.68 16429.04
2012 August 206.28 130.06 16222.76
' 2012 September 207.91 128.43 16014.85
2012 October 209.56 126.78 ]5805.29
�2012 November 211.22 125.13 ]5594.08 '�/•.��k���;
2012 December 212.89 123.45 1538119 '
2013 January 214.57 121.77 15166.61
2013 February 216.27 120.07 1495034
2013 March 217.98 118.36 1473236
2013 April 219.71 116.63 14512.65
2013 May 221.45 114.89 14291.2
2013 June 223.2 113.14 14067.99
2013 July 224.97 111.37 13843.02
2013 August 226.75 109.59 13616.27
2013 September 228.55 107.8 13387.73
2013 October 23036 105.99 ]3157.37
2013 November 232.18 104.16 12925.19
2013 December 234.02 102.32 12691.17
2014 January 235.87 100.47 12455.3
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2014 February 237.74 98.6 12217.57
2014 Mazch 239.62 96.72 11977.95
2014 April 241.52 94.83 ]1736.43
2014 May 243.43 92.91 11493
2014 June 24536 90.99 11247.65
2014 July 247.3 89.04 11000.35
2014 August 249.26 87.09 10751.09
2014 September 25123 85.11 10499.87
2014 October 253.22 83.12 10246.65
2014 November 255.22 81.12 9991.43
2014 December 257.24 79.1 9734.18
2015 January 259.28 77.06 9474.9
2015 February 261.33 75.01 9213.57
2015 Mazch 263.4 72.94 8950.17
2015 April 265.49 70.86 8684.68
2015 May 267.59 68.75 8417.1
2015 June 269.71 66.64 8147.39
2015 July 271.84 64.5 7875.55
2015 August 273.99 62.35 7601.56
2015 September 276.16 60.18 7325.39
2015 October 278.35 57.99 7047.04
2015 November 280.55 55,79 6766.49
2015 December 282.77 53.57 6483.72
2016 January 285.01 5133 6198.71
2016 February 287,27 49.07 5911.44
2016 Mazch 289.54 46.8 5621.89
2016 April 291.84 44.51 . 5330.06
2016 May 294.15 42.2 5035.91
2016 June 296.47 39.87 4739.44
2016 July 298.82 37.52 4440.62
2016 August 301.19 35.15 4139.43
2016 September 303.57 32.77 3835.86
2016 October 305.97 30.37 3529.89
2016 November 308.4 27,94 3221,49
2016 December 310.84 25.5 2910.65
2017 January 3]3.3 23.04 2597.35
2017 February 315.78 20.56 2281.57
2017 Mazch 318.28 18.06 1963.29
2017 April 320.8 15.54 1642.49
2017 May 32334 13 1319.16
2017 June 325.9 10.44 993.26
2017 July 328.48 7.86 664.78
2017 August 331.08 5.26 333.7
2017 September 333.7 2,64 0
Amortization Definition:The process of gradually reducing a debt through installment payments of
principal and interest is called Amortization.
This tool will help you dynamically to calculate the annual,semi annual,monthly payments with
amortization schedule as table/chart.Create online amortisation schedule or charL
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Januar�' �8,2013 . . �
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• � Lerx�o�e PA 17043 0109 �
12�: Georganna L Ste�re�s
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DOI�: 1 Y/21/2012 � �
Dear�Sir/Mad�z:
' T�response ta your request�ox-1Jate ofDeath(llOI�)balaxices for tlae cusYoza�er r�oted.above, our
records shovv the following: �
ChecTring Account
Account# 51�0380X24 , �stablished: 03/26/1993
�G�OItCrANN"A L STEVENS � .
DOD ba.Iance: $13,771.45-t-0,01 accruec�interest
Iz�terest Paid O1/O1/2012 th�.-u 11/21,1/2012 $0.69 YTD .
Saviings Accouut �
Account#�13 0113145 EstabTisl�e�.: 04/09/Y 991
GEORCrANNA L STL�ENS
DOD balance: $1,280.54+0.00 accnted interest '
Zz��tezest Paid 01/O1/2012 thru 11/211/2412$0.23 YTD
r,oan Account
The c�ecedent maint�an.ed Loan Account 400304�180033367. k'or;Eu�er infoxzn.atson and assistance,
please contact 1-588-762,2265. Tkais is a�voice activatecl.syst�m,�lease state�e�ozd "opera�or"
a�id follo�c�v the prompts to spea.k to �.Loan k'inancial Service Consultant.
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MEMBERS 1St
FEDBRALCREDIT i7TTION
PRIMARY OWNER: Casey Stevens
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 317280-00
Date Account Established 11/02/2007
Principal Balance at Date of Death $30.54
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $30.54
Name of Joint Owner Georganna L Stevens
Date Joint Added 11/02/2007
SUPPLEMENTAL SAVINGS ACCOUNT:
Account Number/Suffix 317280-01
Date Account Established 11/01/2008
Principal Balance at Date of Death $574.60
Accrued Interest to Date of Death $0.08
Total Principal and Accrued Interest $574.68
Name of Joint Owner Georganna L Stevens
Date Joint Added 11/01/2008
MEMBERS 1ST FEDERAL CREDIT UNION
V
Tessa L Klugh �/���e�
Lending Insurance Support Specialist
January 16, 2013
Estate of: GEORGANNA L STEVENS
Date of Death: 11/21/2012
Social Security Number: 212-62-0412
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