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HomeMy WebLinkAbout11-04-13 - � in REV-1500 IX(01-10) 1505610143 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County coat Yea File Nu lbw Bureau of Individual Ta>ms 0°"Rt°"°F'L"-E PO BOX.280601 INHERITANCE TAX RETURN 21 13 1071 Harrisburg,PA 1712 8-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 09 27 2013 10 01 1922 Dements Last Name Suffix Decedents First Name MI GRAVE JOHN W Of Appik able)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI GRAVE JEANNE L Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW NO 1.Original Return ® 2. Supplernental Return 3. R for to 12-Behan(date d death prior 12-13-82) 4. Limited Estate 4a FuLwe YMerest Camprariae 5. Federal F_staI Tax Rehrm Required (da6e dd-tlr trier 2-12 92) g ~�wi� ® 7. "��, p iM'a T""r S. Total Number of Safe Deposit Baxes ruo El 9. Litigation Proceeds Received ® 10. 1i Election t0 tax older Sec 9113(A) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST 13E COMPLETED.ALL CORRESPONDENCE AND CONFDENTUIL T NF .LD�B��IRECTED TO: �Nu Name Date©eiephonsn',Ti M RICHARD L WEBBER JR ESQU 71 -532 U88G'> ID rn :�2 n CP :;0 0q) WILLS lm Rf 1 F �. rWLY c"- ca First line of address 126 EAST KING STREET :;a ry rn Second line of address -0 ~-i Cn � City or Post Office State 21P Code DATE FILED SRIPPENSBURG PA 17257 comssponderwa 9-mall address: rwobber@weigleassociates.com Under penalties d perjuy.I declare that I have examined Iris return,includ'ng acaanparrying schedules and ,and to the best d my knmiedge and belief, it hs foie,coned and complete.Declaralon d preparer other than the personal repreaerdalve is be an all information of which preparer has any lahowledge. SIGNATURE OF PERSON RESPONSIBLE FOP FlUNG RETURN DATE x Jeanne L.Grane ADDRESS 61 W.Big Spring Avenue,Newville,PA 17241 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE TE Richard L.Webber,Jr.,Esquire (c��� ADDRESS 126 East King Street,Shippensburg,PA 17257 Side 1 L 1505610143 1505610143 J 1505610243 REV-1 500 EX Decedents Social Security Number t_Nw- Grane,John W. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 719,326.71 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. 41,002.48 6., Jornty Owned Property(Schedule F) ❑ Separate Billing Requested............ 8. 14,174.05 7. Inter-Vhms Transfers&Miscellaneous�robate Properly (Schedule G) Separate Billing Requested............ 7. 8. Total Grose Asselrs(total Lines 1-7)..................................................................... 8. 774,503.24 9. Funeral Expenses&Administrative Costs(Schedule H)....................................... 9. 3,383.05 10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1).............................. 10. 11. Total Deductions(total Lines 9&10)................................................................... 11. 3,383.05 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 7 71,12 0.19 13. Charitable and Governmental Bequests/See 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. 771,120. 19 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(11.2).2)X.00 771,120. 19 15. 0. 00 16. Amount of Line 14 taxable 0. 00 16. 0.00 at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X.1 2 0.0 0 17. 0. 00 18. Amount of tine 14 taxable at collateral rate X.15 0.00 18. 0.00 19. Tax Due.......................................................................................................•.......... 19. 0. 00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-134 071 Decedent's Complete Address: DECEDENTS NAME Grano,John W. STREETADDRESS 61 W.Big Spring Avenue CITY STATE 17JP NewvML- PA 17241 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 I+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) 0,00 Make Chedc 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 a retain a reversionary interest;or............................................................................................................... ❑ rXI d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x 2. If death occurred after December 12,1982,did decedent transfer properly within one year of death without . . reoennng adequate consideration?.......................................................... ................................................ ❑ x 3. Did decedent awn an'in bust 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 properly which containsa beneficiary designation?.................................................................................................................. ❑ ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dales of death on or alter 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)(1]. For dates of death on or alter 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)(u)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: •The tax rate imposed an the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent p2 P.S.§9116(a)(1.2)]. •The tax rate imposed on the net value of transfers to or for the use of the deoderWs lineal beneficiaries is 4.5 percent,except as noted in 72 P.S.§9116 1.2)p2 P.S.§9116(a)(1)]. •The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)). 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. ' 'mot SCHEDULE B STOCKS & BONDS COINIONnEALTHdFPE NMVAMA ISIEWANM TAX RETURN RESOBU MCBM" ESTATE OF FILE NUMBER Grane,John W. 2143-1071 M props"]OkdkoWMW um right Of w Mkv12 p nnlat be d odwad on Sdrsdudo F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 31428001 2,556.632 shares of Mutual Funds-Bond-Intermediate 10.97 28.046.25 Term-Federated Total Return Bond Fund#328 2 72201F490 1,490.582 shares of Mutual Funds-Bond-Short Term - 12.26 18.274.54 PIMCO Income Inati Fund#1821 3 922031794 7,489.638 shares of Mutual Funds-Bond-Short Term - 10.55 79.015.68 Vanguard GNMA Admiral#536 4 7795884102 2,694.553 shares of Mutual Funds-Bond-Short Tenn-T. 10.23 27.565.28 Ralf Price Intl Floating Rate Fund 170 5 9220318W 4,009.55 shares of Mutual Funds-Bond-Short Tenn- 10.71 42.942.28 Vanguard Short Term Invest.Grade Fund Admiral 539 6 815369105 1,095 shares of Stock-Common- Moodys Corp 70.35 77.033.25 7 002824100 800 shares of Stock-Common-Abbott Laboratories 33.14 26,512.00 8 002 109 800 shares of Stock-Common-Abbvie Inc 44.33 35.464.00 9 001055102 1,120 shares of Stock-Common-Aflac Inc. 62.21 69,675.20 10 053015103 115 shares of Stock-Common-Automatic Data Process 72.56 8,344.40 11 110122108 495 shares of Stock-Common-Bristol Myers Squibb Co 46.20 22,869.00 12 2003ON101 200 shares of Stock-Common-Comcast Corp New CIA 44.74 8,948.00 13 208250104 326 shares of Stock-Common-ConocoPhillips Com 70.31 22.921.06 14 264B3EI00 300 shares of Stock-Common-Dunn&Bradstreet Corp Del 104.17 31,251.00 New Com Total of Continuation Schedule See amcibd Page TOTAL(Also enter on Line 2,Recapitulation) 719,326.71 (If more space is needed,additional pages of the same sae) Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule B(Rev.6-98) rbw1i07 EXr(640J SCHEDULE B STOCKS & BONDS continued CO W OMASALTM OF PEN W&VAM MHEWANCE TAMMIU iN DECE0MT ESTATE OF FILE NUMBER Grano,John W. 2143-1071 ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 15 263534109 234 shares of Stock-Common-E.I.Du Pont Do Nemours& 59.01 13,808.34 Co. 16 30161N101 205 shares of Stock-Common-Exelon Corp. 29.74 6,096.70 17 369604103 1,200 shares of Stock-Common-General Electric 24.05 28.860.00 18 494368103 350 shares of Stock-Common-IGmberly Clark Corp 94.79 33,176.50 19 718546104 163 shares of Stock-Common-Phillips 66 58.53 9,540.39 20 742718109 800 shares of Stock-Common-Proctor and Gamble Co. 77.21 61.768.00 21 780259206 743 shares of Stock-Common-Royal Dutch Shell PLC ADR 65.88 48.948.84 A 22 8136OY803 275 shares of Stock-Common-Technology Select Sector 32.24 8.866.00 23 92343V104 200 shares of Stock-Common-Verizon Communication 47 9,400.00 Com TOTAL(Also enter on Line 2,Recapitulation) 719,326.71 Copyright(c)2002 form software only The Ladmer Group,Inc. Form PA-1500 Schedule B(Rev.6-98) SCHEDULE E CASH, BANK DEPOSITS, &MISC. PERSONAL PROPERTY COtitoeeAVAL'ieOFP196MMVAW 9f1Wr#J1W TAXnEnM ter CECEDEtQr ESTATE OF FILE NUMBER Grano,John W. 2143-1071 tndnde s»poaftft afiffigabon and the date sve pmcasde was received by ae estate M F W—y J---Y" ' the dqW of arvlvasNP neat be dhaloeed an adrsdWe F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Federated Prime Obligation#10 Money Market #60934N203 28.827.09 Accrued interest on Item 1 through date of death 568.39 2 2007 Honda Civic Sedan 4-Door LX VIN#2HGFA16557H500056 11.507.00 TOTAL(Also enter on Line 5.Recapitulation) 41.002.48 (8 rrwre space a needed.adddlonai pages of the same size) Copyright(c)2002 form software only The Ladmer Group,Inc. Form PA45M Schedule E(Rev.6-98) Rehr-1500 EK+P401 SCHEDULE F ,,,,,,.,, JOINTLY-OWNED PROPERTY M6NrANMTAXnETIm MOD9rr OECEDENT ESTATE OF FILE NUMBER Grane,John W. 2143-1071 K ah awed w mtlu joint wM* ans yw urn»dueudwW&date of deMN,k mud 6u un mbmkN G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Jeanne L.Grane 61 W.Big Spring Avenue Wife Nevwille,PA 17241 B. PA C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY DATE of DEATH ni'EL1 LETTER DATE INCLUDE NAM OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER FOR JOINT MADE NUMBER OR SOLAR DENTFYNG NUMBER ATTACH DEED FOR ALOE ASS INTEREST DECEDENT'S INTEREST TENANT JOINT JONTLY-HELD REAL ESTATE 1 A 05/14/1999 1999 Honda Motor Vehicle VIN 2.000.00 50.000% 1.000.00 1 HGCG6657XA105977 2 A 08/04/2011 F&M Trust Checking Acct#3640833 2.940.50 50.000% 1.470.25 3 A 08/04/2011 F&M Trust Checking Acct.#3640833- 0.03 50.000% 0.02 accrued interest as of date of death 4 A 08/04/2011 F&M Trust Money Management 97159552 23.407.46 50.000% 11.703.73 5 A 08/4/2011 F&M Trust Money Management 97159552- 0.10 50.000% 0.05 accrued interest as of date of death TOTAL(Also enter on Line 6,Recapitulation) 14.174.05 (If more space is needed,additional pages of the same size) Copyright(c)2002 form software only The Ladmer Group,Inc. Form PA-1500 Schedule F(Rev.6-98) "!"15'°"``10416' SCHEDULE H FUNERAL EXPENSES & ` VIMMMA rr 4 ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Grano,John W. 121-134071 Debts of decedent must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address city State Zia Year(s)Commission paid 2. Attomev's Fees Weigle&Associates,P.C. 2,500.00 3. Family Exemption: of decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zia Relationsho of Claimant to Decedent 4. Probate Fees 648-50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 234.55 See continuation schedule(s)attached TOTAL(Also enter on line 9,Recapitulation) 3,383.05 Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Grano,John W. 21-13-1071 REM NUMBER DESCRIPTION AUNT Other Administrative Costs 1 Cumberland County Law Journal-Advertising 75.00 2 F&M Trust Co.-Fee for date of death valuation 71.30 3 Valley Times-Star-Advertising 88.25 H$7 234.55 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) nEV-1513 M I11410) SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Grane,John W. 21-13-1071 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (W ) ( ) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions,and transfers under Sec.9116(a)(1.2)] Jeanne L Grane Spouse One Hundred 771,120.19 61 West Big Spring Avenue Percent Newville,PA 17241 Total 771,120.19 Enter dollar amounts for distributions shown above on lines 15 ttiro h 18 on Rev 1500 cover sheet,as 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 SHEETI Copyright(c)2009 form software only The Ladcner Group,Inc. Form PA-1500 Schedule J(Rev.11-08) E ot- 30111 and 1 ootamnx I, JOHN W. GRAVE, of the Borough of Newville, Cumberland-,.. County, Pennsylvania, revoke my prior wills and declare this to be my last will: FIRST: PAYMENT OF EXPENSES - I direct that the expenses of my last illness and funeral be paid from my estate as soon as may . conveniently be done. SECOND: BEQUEST - I give the residue of my estate, real or personal, tangible or intangible, together with - all insurance policies thereon, unto my wife, JEANNE L. GRAVE, provided she shall survive me by thirty (30) days. In the event my wife fails to survive me by thirty (30) days, I then give, devise and bequeath all my estate whether real or personal property, tangible or intangible, together with all insurance policies thereon to my children, . PAUL A. GRANS, NANCY J. MENGES, and ROBERT W. GRAVE, in as nearly equal shares as possible, per stirpes. THIRD: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual payment to a beneficiary, no interest in income or principal shall be (i) assignable to a beneficiary or (ii) available to anyone having a claim against a beneficiary. FOURTH: DEATH TAXES - All federal, estate and other death taxes payable on the property forming my gross estate, whether or not it passes under this will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. This provision shall not apply to any property over which I have a general power of appointment for federal .estate tax purposes. - FIFTH: EXECUTOR - I appoint my wife, JEANNE L. GRAVE, Executrix of my Will, In the event of the death, resignation, renunciation or inability of my wife to act as Executrix, I appoint PAUL A. GRANS, Executor of this, my Will. Neither my Executor, nor any successor shall be required to give bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1&4 day of October, 1991. i i (SEAL) I HN W. GRAAt, Testator 1 PAGE 1 i In our presence, the above-named Testator signed this and declared it to be his will, and now, at his request -and in his presence and in the presence of each other, we sign as witnesses: �.s STATE OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, JOHN W. GRAVE, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. JO W. GRAN E",4 Testator We, having been duly qualified according to law, depose and say that we were present and saw JOHN W. GRAVE, sign the foregoing instrument as his Will; that he signed it as his free and voluntary act for the purposes therein expressed; that each of us in his sight and hearing and at his request signed the Will as witnesses; and that to the best of our knowledge he was at the time IS or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testator and by the witnesses whose names appear opposite on this //-,n day of z=October, 1991. Seat �T� RM JL*/3,-1%5 j PAGE 2 Nowies » Y ,WWIWhsto6e.com FM TRjST October 9, 2013 Weigle &Associates 126 E. King St. Shippensburg, PA 17257 RE: John W. Grane Date of Death Valuation Providing Date of Death Valuation for Assets/Securities $71.30 Please Remit payment to: F&M Trust Co. Attention: Chuck Porter, Trust Department P.O. Box 6010 Chambersburg, PA 17201 717-264-6116 888-264-6116 P.O.Box 6010 Chambersburg,PA 17201-6010 FINANCIAL S0LU.T10NS... 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II. 3 II• -as m m °m m $ m m d A. w O N A m O ..Ji A A g w 0. m f H H H H H N d1 N H 0 m W v N A .OHf H Oa �+ W N .OHO N d C JJ 0p0 w N t8N0 A fA W y N N 00Opp J N t00 W W O O O T (Wit S CA A O O O W O O N W v O O O O lop A W N 01 co J O . N O W p OD iD �I d CO N IV (� A V O G O O G p tD O O O O QD A A O W t0 0 N O t0 m O N S S S N O S co S O O O A A . 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O :r O W C O C CD N m -+ n 1 m O c 3 m �. m ` o 3 - C H r p O N N¢¢ N 3 o f r ` y P N Ln A O O40 N _, co A A N O N 00 '00 N N N iV O OD w A C O6 N N C O C6 W pp N p iCo,� t0 to N Oa 0 Of Jrn O M O Ca r a m � c w � � m / ON �OQf 0 I) 6 �j p 'pA°p � .gi,pp �pp A p� ppQ O O O S O A O O O O O in 00 ^•i v N IV cn O A Vi jf l77 6 p O O� tpv0p 00� ,IOO tOG � t`p'7f � r p y 0o 00o i0J1 O N O 4 e K N � - A .4. ? •Nn �' N N C N N '� CA Ln CA _O 2e 2R d� ?R 2e be 2e 2E 2Q a0Q a m D 7 S m m m m r.. o o a a � A A tQ � N Estate Valuation Estate of: John W. Grane Date of Death: 09/27/2013 Account: 30324100 Valuation Date: 09/27/2013 Report Type: Date of Death Processing Date: 10/09/2013 Number of Securities: 23 File ID: J. Grane Mean and/or Div and Int Security Shares Security High/Ask Low/Bid Adjustments Accruals Value or Par Description 1, 2556.632 FEDERATED TOTAL RETURN SERS (31428Q101) TOTL RET INSTL Mutual Fund (as quoted by NASDAQ) 10.57000 Mkt 09/27/2013 10.970000 28,046.25 2) 7489.638 VANGUARD FIXED INCOME SECS FD (922031794) GNMA ADM Mutual Fund (as quoted by NASDAQ) lo.ss000 Mkt 09/27/2013 10.550000 79,015.69 3) 4009.55 VANGUARD FIXED INCOME SECS FD (922031836) STRM INVGRA AD Mutual Fund (as quoted by NASDAQ) 10.71000 Mkt 09/27/2013 10.710000 42,942.28 4) 1490-582 PIMCO FDS (72201F490) INCOM FD INSTL Mutual Fund (as quoted by NASDAQ) 12,26000 Mkt 09/27/2013 12,260000 18,274.54 5) 2694.553 ROWE T PRICE INSTL INCOME FDS (77958B402) FLTG RATE FD Mutual Fund (as quoted by NASDAQ) 09/27/2013 10.23000 Mkt 10.230000 27,565.28 6', 200 COMCAST CORP NEW (20030N101) CL A The NASDAQ Stock Market LLC 09/27/2013 44.87000 43.94000 H/L 44.405000 8,881.00 7) 300 DUN & BRADSTREET CORP DEL NEW (26483EI00) COM New York Stock Exchange 09/27/2013 104.37000 103.11000 H/L 103.740000 31,122.00 8" 350 KIMBERLY CLARK CORP (494368103) COM New York Stock Exchange 09/27/2013 95.34000 94.09100 H/L 94.715500 33,150.43 Div: 0,81 Ex: 09/04/2013 Rec: 09/06/2013 Pay: 10/02/2013 283.50 9) 800 PROCTER & GAMBLE CO (742718109) COM New York Stock Exchange 09/27/2013 77.75000 76.77000 H/L 77.260000 61,808-00 10) 326 CONOCOPHILLIPS (208250104) COM New York Stock Exchange 09/27/2013 70.38000 69.92000 H/L 70.150000 22,868.90 11) 743 ROYAL DUTCH SHELL PLC (780259206) SPONS ADR A New York Stock Exchange 09/27/2013 65,52000 65.52000 H/L 65.720000 48,829.96 Page 1 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 7.2.1) Date of Death: 09/27/2013 Estate of: John W. Grane Valuation Date: 09/27/2013 Account: 30324100 Processing Date: 10/09/2013 Report Type: Date of Death Number of Securities: 23 File ID: J. Grane Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 12) 163 PHILLIPS 66 (718546104) COM New York Stock Exchange 09/27/2013 58.87000 58.10000 H/L 58.485000 9,533,06 13) 1120 AFLAC INC (001055102) COM New York Stock Exchange 09/27/2013 62.49000 61.95000 H/L 62.220000 69,686.40 14", 1095 MOODYS CORP (615369105) COM New York Stock Exchange 09/27/2013 70.54000 69.88000 H/L 70.210000 76,879.95 15) 800 ABBOTT LABS (002824100) COM New York Stock Exchange 09/27/2013 33-45000 33,05000 H/L 33.250000 26,600.00 16) 495 BRISTOL MYERS SQUIBB CO (110122108) COM New York Stock Exchange 09/27/2013 46.72000 45.90100 H/L 46.310500 22,923.70 17' 800 ABBVIE INC (00287YI09) COM New York Stock Exchange 09/27/2013 44.90000 44.01500 H/L 44,457500 35,566.00 18) 1200 GENERAL ELECTRIC CO (369604103) COM New York Stock Exchange 09/27/2013 24.10000 23.94000 H/L Div: 0.19 Ex: 09/19/2013 Rec: 09/23/2013' Pay: 10/25/2013 24.020000 228.00 28,824.00 19) 115 AUTOMATIC DATA PROCESSING INC (053015103) COM The NASDAQ Stock Market LLC 09/27/2013 72.72600 71.61000 H/L Div: 0.435 Ex: 09/11/2013 Rec: 09/13/2013 Pay: 10/01/2013 72.168000 50.03 8,299.32 20) 275 SELECT SECTOR SPDR TR (81369Y803) TECHNOLOGY NYSE Arca Equities Exchange 09/27/2013 32.30000 32.13010 H/L Div: 0.15833 Ex: 09/20/2013 Rec: 09/24/2013 Pay: 09/30/2013 32.215050 43.54 8,859.14 21) 234 DU PONT E I DE NEMOURS & Co (263534109) COM New York Stock Exchange 09/27/2013 59.38000 58.94000 H/L 59,160000 13,843.44 22) 200 VERIZON COMMUNICATIONS INC (92343V104) COM New York Stock Exchange 09/27/2013 47.45000 46.69000 H/L 47,070000 9,414.00 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 7.2.1) I Date of Death: 09/27/2013 Estate of: John W. Grane Valuation Date: 09/27/2013 Account: 30324100 Processing Date: 10/09/2013 Report Type: Date of Death Number of Securities; 23 File ID: J. Grane Shares Security Mean and/or Div and Int security or Par Description High/Ask Low/Bid Adjustments Accruals Value 23) 205 EXELON CORP (30161N101) COM New York Stock Exchange 09/27/2013 30.15000 29.58000 H/L 29.865000 6,122.33 Total Value: $719,055.66 Total Accrual: $605.07 Total: $719,660-73 Page 3 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.2.1) MUCH CERTIFICATE OF TITLE FOR A VEHICLE 062925386000589-0131 2HGFA16567H500056 � 20071 HONDA:`: , G. � b3??73143 1 :GR VEHICLE IDENTIFICATION NUMBER YEAR MAKE'CF VEHICLE TITLE NUMBER SDN z 1ar1 r"I�6 : oao13 OM f _ 9/2, BODYIIIITYRE DUP pSEAT CAP PRIOR TITLE STATE ODOti,PF DATE ODOM.MILES A 0D STATOS • O6 ... UNLADEN wE7GHT Gwir, GCWR ...TITLE BRAND ,..• I : rx r.Q is lWIT� S " c 3 NOTr . Y 4 rxtee TAMt� e X 4. ODOMErFJ4175C6081AiE, e `SEi T[TLEtiA,W ISTEAED OWNEHt($} , t1f A INE n.22({Tr ftatlYC�Jw�yl$PoridffC7i � D fIPG AVE �' G tvwa - L -L VEHICLE P.&WAS A POLICE VEHRCLE, R.FEOGNSTRUCITED ... .. S a STREET ROD SF,'•:- . • - .T.REOOVERM THF}i VEHK LE .. - V.V@ICLECONTAINS RE5811®VIi e W-FLOW VEHICLE,:. .y,. FIRST,.LIEN FAVOR OF: SECOND LEN FAVOR OF: X.S0WAS'ATA)0 } If a second Ierlhdder is fisted upon aplisJac116nti" .. st penholder must forvrdrd INS Title b the gureNY 7�lt , FIRST LEN RELEASED , appropriate form and tee. DATE as BY SECOND UEN RELEASED AUTHORIZED REPRESENTATIVE DATE .. MAILING ADDRESS E3Y • AUTHORIZED REPRESENTATIVE JOHN W GRAVE 61 W BIG SPG AVE NENVILLE PA 17241 s • I certify as of the date of Issue. file effieal records of use PengWylvama Department ALLEN D BIEHLER of I'mosponation Wtecl Ihat the person(s)or company named hater!s the tawfuf owner of she said vehicle. Secretary d'Ttntasportnttoa APPLICATIO OR TITLE A NO LIEN INFORMATION-, It a Co-purchaser other than your Spouse is listed and you want the Utle to ' SUBSCRIBED AND SWORN FOR De listed as'Joint Tenants With Right of Survivorship',(on das3ltH of One E -< T E a a t Y ', oAr vfAR owner.Stle goes to surviving owner)SHE Q. ,f W sl be issued as Tenants Gorrtrltols"(On orta deceased Owner goes to his/her hoes or 'I a) , S*NA`nA[E CP PERS01t A@NN1SrEReeG CATH S M IST LIEN DATER 1 FIST.-HOLDER ' s 1 STREET _+ CITY - STATE �P RAJ IF THIS!S AN E1T,CHECK HERE Q FINAtiCULL V I NOTE FIN REQUIRED INSTITUTION NO. ! 2ND LIEN DATE: 7 IF NO LIM CHECK • 1 7M .a en�y on� r w calYeaM Tto m W ver le wacroea .IV axva.scalar•.., rx rrai damswtortn re,e. 2ND UEXHOLDER }} STREET per pr V SIGILtrJRE OF A°FLK.Ai17 CA AUn9OF.2EO f G A G• CITYATE ZIP !F THIS IS AN ELT,CHECK HERE❑ FINANCIAL S ' ONATUF'OF CO•APPUCANT.11"If OF ALIT ORIZEO SIGNER NOTE:FIN REOUIREO INSTITUTION NO. Kelley Blue Book Page 1 of 2 6, R�= ,�__._. ....._ #AsM by Oft Sat Kelley Blue Book Ti.Tnisted Rewwxe 2007 Honda Civic Pricing Report Style:ix Sedan 40 M110890:8142 Private Party Value Excellent $12,132 Very Good $11,757 Good $11,507 Pair $10,707 Vehicle Highlights Fuel Economy: Max Seating:5 City 25/Hwy 36/Comb 29 MPG Doers:A Engine:4-CyL VTEC,Le Uter Drivetrain:FWD Transmission:Automatic EPA Class:Compact Cars Body Style.Sedan Country of Origin:Japan Country of Assembly:United States Your configured Options Our pre-selected opWns,based an ty"equipment for this ear. Optics that you added while carUigudt this ear. 1 http:llvvww.kbb.comlhonda/civic 12007-honda-civic/lx-sedan-4d/?pricetype=private-party... 1 0/1412013 1 UT tIN 1 1 y,. 1HGC66b57XA1a5977 99 HONDA 532b838ba3R '`• ti1E cH MA { YEAR N, 7 4 aSGAT� PRM'fR-T[�ET(fATE,'' ODbb'r PRO( ay A'TrE -771 v 1jb "saga+". Rxs� Vtl t �sr ASS . xv �p-rh 4MC ary$hF h.. L� a4� , f I1�i1 III it 21 K MIA zi RM z ,ae: � SEt(fA"[ivE rd1�.}r w >`,'� r fil•4•.rr,� tu i � 14� ' r �" h x�pxuF rr h.. r t :�' d kkxa,�„,�d� �.• yin�•y Yslf� # k S t" � + f �LYlP the ulicia!feei'xris o,the Pemaylvanis Dapant`, P"-($)or�Pa W named herein Is to iawm owner, i' V be as'Gsat� m YSTB� STREET MMBER nri �y $ DATE': r3 _ 3 2ND l.lE7JHOL66t „f uv STREET 00 Af � FINAWAAL N+ISTTtL,T10D1 NUMBER s?�` •- 9 www.fmtrustoube.com RUST October 21, 2013 Weigle &Associates, P.C. Attorney's-at-Law 126 East King St Shippensburg, PA 17257-1397 RE: John W. Grane To Whom It May Concern: In reference to the above customer, our records show the enclosed information to be accurate as of the date of decedents death. If I may be of any further assistance, please contact me. Sincerely, 1�4(4� Brenda Hahn Deposit Operations Clerk 717-261-3668 717-264-6116 , 888-264-6116 P.O.Box 6010 Chambermburg,PA 17201-6010 ' INA.N6iAL•' $O,I�UTI01�S ,.. FROM PEOPLE YOUµ„KNOW• ƒ = 2 ; m § \ £ . 2 a % § < ( [ m 2 0 2E 9 \\ § C. 9$ L" 2 % c $. .o . :f Cb 0 go . \' i-3 3 � ■ ® k ' q P4 ■ § 2 . § 0 . . \ � � � ] � c ° # 169 a co S § E E } k ° g q @ � �- $ tn $ � am =r SD oro - @ (D K . � § o 0 \ \ E _ / ■ C CL JERRYA.WEIGLE WEIGLE & ASSOCIATES, P.C. Attorneys-at-Law Anodates 126 EAST KING STREET JOSEPH P.RUANE SHIPPENSBURG,PENNSYLVANIA 17257-1397 RICHARD L.WEBBER,JR. TELEPHONE(717)532-7388 Of Counsel FAX(717)532-6552 THOMAS L BRIGHT MARK W.ALLSHOUSE October 31,2013 Cumberland County Register of Wills 1 Courthouse Square,Room 102 Carlisle,PA 17013 RE: Estate of John W. Grane, deceased No. 21-13-1071 C.) u, , M Dear Ladies and Gentlemen: M cis I have enclosed for filing the following items: `' ' G' 1. Inheritance tax return, along with a copy; ' 2. Copy of the return to be returned to me; c � 3. Self-addressed stamped envelope. - Please time stamp my copy and return it to me in the envelope. Thank you for your assistance. Very truly yours, WEIGL.& SSOCIATES,P.C. Richard L. Webber,Jr. RLW:paf Enclosures Cc: Jeanne L.Grane,Executrix Mr. Paul A. Grane 3 N O N E vii O pp O 41 � fL0 c =3 m =3 Cr T-4 0 N O u r- N '0 N t0 0 a O t _N Z) N E 0 ' = V 'm- u U V � n U a r p d b0 TO w O W h �o b W Qi H 4 �7