Loading...
HomeMy WebLinkAbout12-31-13 (3) REV-1500 EX(02-11) x 1505610143 OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of individual Taxes DEPARTMENT OF REVENUE PO BOx.280601 INHERITANCE TAX RETURN 21 13 0835 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW I Social Security Number Date of Death Date of Birth 06 14 2013 08 07 1939 Decedent's Last Name Suffix Decedent's First Name MI DONLEY NANCY R (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X❑ 1. Original Return 2. Supplemental Return 3. Remainder Return(Date of Death Prior to 12-13-82) 4. Limited Estate 4a.Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) 6 Decedent Died Testate 7. Attach Copy of Tr uest)a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) ❑ 9. Litigation Proceeds Received 10.Spousal Poverty Creditl(Date of Death 11.Election to tax under Sec.9113(A) between 12-31 91 and -1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JENNIFER B HIPP 71-1-.,:737 8U61 C= rrt REGWTP8 OF WILR'- USI�,qt ' rn �`7 First Line of Address rti F—& Cn r : 1 WEST MAIN STREET r C .,J -.J Second Line of Address C7 - CC) IT'I C" � City or Post Office State ZIP Code DATE Flt: SHIREMANSTOWN PA 17011 Correspondent's e-mail address: jhipp( bogarlaw.com Under penalties of perjury,I declare 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE y .1t �c Sdsan D. Craig 2> ADDRESS 24 Kensington Square, Mechanicsburg, PA 17050 SIGNATUR 0 PREPAR R OTHER THAN REPRESENTATIVE DATE Jennifer B. Hipp n't v+ j AD DR 1 West Main Street, Shiremanstown, PA 17011 Side 1 L 1505610143 1505610143 J J 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Donley, Nancy R. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 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. 956, 129 . 75 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 6, 612 . 48 7. Inter-Vivos Transfers&Miscellaneous Probate Property (Schedule G) LJ Separate Billing Requested............ 7. 240 , 735 . 15 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 1,203,477 . 38 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 54 , 389 . 20 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 54,389 . 20 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 1 , 149, 088 . 18 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 179, 749 . 12 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 969,339 . 06 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 . 00 16. Amount of Line 14 taxable at lineal rate X .045 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 461 ,357 . 93 17. 55 ,362 . 95 18. Amount of Line 14 taxable at collateral rate X.15 507, 981 . 13 18. 76, 197 . 17 19. TAX DUE......................................................................................:......................... 19. 131, 560 . 12 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 L 1505610243 1505610243 J REVA 500 EX Page 3 File Number 21-13-0835 Decedent's Complete Address: DECEDENT'S NAME Donley, Nancy R. STREET ADDRESS 24 Kensington Square CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1, Tax Due(Page 2,Line 19) 131,560.12 2. Credits/Payments A. Prior Payments 119,431.55 B. Discount 6,285.87 Total Credits(A +B) (2) 125,717.42 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference, This is the OVERPAYMENT, (4) Check box on Page 2,Line 20 to request a refund 5. If Line I +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 5,842.70 Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "V IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use orincome of the property transferred;............... .....................__.................. M M b. retain the right to designate who shall use the property transferred or its income;.............__................. c. retain a reversionary interest;or... ....................... ................................................................................... d. receive the promise for life of either payments,benefits or care?.._........... ............_................. 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?........ .......................................................................................................... 1_0 ❑ 1 Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ Q 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?.... ............. ......__............____.............._......... ......... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The 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 J72 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. Rev-1508 EX+(11-10) t SCHEDULE E pennsylvania CASH, BANK DEPOSITS, 8; MISC. DEPARTMENT OF REVENUE p�+ p p �/ INHERITANCE TAX RETURN PERSONAL PROPERT 1 RESIDENT DECEDENT ESTATE OF FILE NUMBER Donley, Nancy R. 21-13-0835 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ' 1 Walnut Street Securities-Pershing Account 951,258.44 2 Artwork-per appraisal 2,550.00 3 Jewelry-per appraisal 405.11 4 Personal Property-sold at private sale 40.00 5 The Bridges at Bent Creek-Refund 1,876.20 TOTAL(Also enter on Line 5, Recapitulation) 956,129.75 (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) Jennifer B. Hipp From: Audrey Myer <amyer @maslandandbarrick.com> Sent: Monday, June 24, 2013 4:26 PM To: Jennifer B. Hipp Subject: {Secure} Nancy Donley Attachments: Donley, Nancy DOD Values.pdf Hi ten, Attached are the Date of Death values for Nancy Donley's accounts. If you discover that Nancy's date of death was not June 14, 2013, please let us know. Thanks, ffz4d l S. ,zw, CFP® Registered Sales Assistant to Stacey.09ffe Aatau ,CFP® Financial Advisor Masland&Barrick Advisory,Inc 3600 Trindle Road Camp Hill,PA 17011 717.761.6606 Fax 717.761.7524 Email Privacy Notice This message(including any attachments) contains confidential information intended for a specific individual and purpose,and is protected by law.If you are not the intended recipient,you should delete this message.The disclosure,copying or distribution of this message,or the taking of any action based upon it is strictly prohibited.Securities offered through Walnut Street Securities,Inc.,Member FINRA/SPIC. Masland&Barrick Advisory,Inc. and Walnut Street Securities are unaffiliated entities. Please note we are unable to accept trade instructions by email. Securities offered by registered representatives of Walnut Street Securities(WSS)member FINRA/SIPC. If you do not wish to receive commercial emails from Walnut Street Securities or its affiliates in the future,send an email back to me at the address above.You may also contact us in writing at MetLife Customer Privacy Center.P.0.Box 489.Warwick.Rhode Island 02887-9954.Please allow up to 10 days for us to process your opt-out.You may receive emails from us during that time,for which we apologize.If you are eligible for benefits through an employer that offers benefits provided by a Meft ife company:this opt-out will not apply to emails relating to those benefits. 1 Beth B. Lengel From: Audrey Myer<amyer @maslandandbarrick.com> Sent: Monday, July 29, 2013 3:30 PM To: Jennifer B. Hipp Cc: Beth B. Lengel Subject: RE: Estate of Nancy Donley Jen & Beth, We previously forwarded you the date of death values for Nancy Donley's accounts held with our firm. The beneficiaries listed on Nancy's accounts held with us are as follows: Pershing Roth IRA: Susan D. Craig, 100%. Pershing IRA: Sara E. Bishop 50%and J. Kevin Donley,50%. Pershing Individual: none- must be probated Please let us know if you need any other information. Thanks, &UAW/S.-44W2, UPS Registered Sales zkssistant to SEirce yi&% CFPOO Financial Advisor Masland&Barrick Advisory,Inc 3600 Trindle Road Camp FEE,PA 17011 717.761.6606 Fax 717.761.7524 Email Private Notice 1 em o; m N oW g Cf) �m ° CD M m a� m cA � a o c _-� o m aZi o 3 m cp CD tD N lD ° to n •�+ CD r n D CD N N o CO N v 7 cn x ,m . C, n. _ r•p ' fh1 O � -f W O � rt„ J �M n 'O t7s G dQ ®� c w w D _ 03 - c7 cc, v O) S CA') N D X (D O 1 O N N 7 -{ N j w A O � .n. 1 p Z N CD ?' Xx N w°• co co it p' ,=.. Q m C W co = D o m N p n p m N c N S c� D v :7 P S O N A L �' _ (,a 2 IL _. fm 0 ca rn N a ro A C) DOS 1a (D O .O C N O O G (D O m = D -qy @2. -I�a =1 — co w 0 ra am'(D W O o D O n ) rn — § U n = r Z o 4n Z �i � r Zto w (Dn .Zj .�.. 7 y n co A ) n c D � C ta C) 1 j „9,9 000 ,y M. v 0 m N c .m 0 2 a,O ,O m Ll O P f.1 O 9 . o C)0) X w , m B m 3 ' R m r-- 0)"G — `C 1n .. n' .r iD .r ... cD N Cn n{n N Z y N n 14 n 4' m n' w D� o m o. U,,w a,,US Tr 7 m N o N o_ .O ra x rr T �. CD T O '� a <° E. q: 1 w r µ D � K) fT-4 (D , y 4 < ry La W OD u Co a 3 a `' a obi �� o O CD ° m w �^' v n �J nr n O a co X o N t O N ?) w • 3 o�'. 1 = u u y M _ o vro, to O 0 — CC rn' m m N N N per„ N S Q Q Q W�(MD cmo co D o m — o O N O 0 49 4 w A o r � CD "� N > (OD C (DJ (A (ND ILO w = O CD O O d O co O is 'fl O co (!) W G y CD D C o c 0 0 0 0 = C m co '�.A C m 7 3 j U) .► (D n C (D 7 (D 1D p o r+ Lei CL D) S N O (D sr l< m . N '* O a N CD 49 A C CD a `� N N a v N (D in w (D N m to t n � 'o m'N 4:1) a) 0) C3) 0 0 CD 1 n Ca O O O O O O O O O x CD ° o 0 o O o o O o c p M o V v v N V V V V V M m Ch CT cn CJ) Cr) cn CT cn t N N � 1 55 U N� D D D D D i�c0 d o y D C i y a L. o O m N0_00— NC7 00— N0 0 N0 00 -0-00— to 0— K)0 DO— NCB 00— N n (n A.0 CD O A C CD O > A C CD O > •p c CD O > A C CD O A C CD O '� A c fD O A C Cp O A T.� @ � D T,s.cn 3 D T�a in ° D T. in 3 D T. in o N ?D TZ�. cnn ?- rn ° T� m p CD O J[D -i CD O S CD T CD O S CD T CD O S CD-n CD O S CD-n (D O 7(D -n CD O S CD -n CD O S/D -i CD 7 O. `< CO 7 a 3'-< CO 7 C1 7`< CA 3 C1 5'-< CO M C2 -< W 7 O_j`C W 7 C1 j"`< co 7 C1 5.,< Cc C Cl) �'.E),(a O T.ro'o O rn 5)o O m d co O T.m co O c".5,(a O 'n.v co O cr)•FY(m O N•,A CCD = 3 7 7 7 7 7 7 7 7 7 3 � 7 7 O cQ Z TM r Z co � Z co r Z co � Z co � Z co � Z O Z co j cc o m ° °) S° ) O D) o o o N ° C ° 0 D D) > ) o c) m o D D D D D D D 0 FD (n l< Cn I q Cn m .< cn N Q (n rn `< (n rn Q W (n Q Cn cn 3 o o n �.o � c c c c c c c c c D v � v v v v 2) D CD CD CD (D (D (D . y mm00 �� COO �m (nom to �. 3�� noO �o ocDn �X yv — �X E;mm < o � U O mm 4cM oD N� O � �ZT1 � T Cl)l< N �.p< i' rr m X D S CD X CD x 3 D d .X Cn D z c v m.rn v v� CD CD = n o CZ. N V 3 co V C7 V V N Cn .Z C a n 0 vAi m m c°o fD n ZD iu �. -I� N ° m CD 2 CD Om N T CD n (D io m � * cn o r ° ca) �O �o mDm can DC) o° m°w .Co ° C) n� �' n N �. p) to 0 �! 0 C X Cv .. 7 �jaa W y c•>, .Cn C) A A A A D v O N ra v :,i v ra co u) y N En O A V W 'N VI -4 - O 0 =r S- W 'Cn Ch CJ) V V CD rV O A O O) W Cn O `�. n CD C) O M O O EL 0') fah N N N N N N N N O O O O O O O O O W W co W W CD { N 463 46q (fl (fl EA 69 CJ) W W N O A A W N O O co N co Ln O CD C N co co C) p N r O (D CT co O O W O W - v 4M CJD con CT Cn cn C. A a m CD A o cn m N O 0 V �. C W V W 0) O -O C) O O O O O O 'Z W N co W l00 N O A LO 0 O o 0 0 0 0 0 0 o e 0 D O O o O O O O O p U) n x O O > l y OS O �:. «. N. d � 0 n. n. n D�'j d Z c c x CL 2 c c c c ; �+m h 0 Iz I t m c (D OT xCn r r 1c7rn n m x v o CD•o m d o d o C •O CD C.O O Cn CD co °- Cp 7 y ar 's to 3 ° �. c) m n m ) D .+. CD CD =3° O a j D r O D<i , y ,fpn m m o C) . SZ W N G CU O @ 'O 7, CD d.0 =r � t W W W C cy)'o XCD co 0 0 0 0 0 c W j j O V V V V V r=+ Z A A A CM Cn C.n (n UC :k 3 a Cn w cn c N cn cn w C11 CD m cn �C W E N X o _FD N O N n Cn 7 O 7 K CAD Q Q Q N Y D IC N N 0 C CL m C c 3 O O_ a (n N?aZi V N A 47 V N p 01 A A C N O D A C N O Tl A C N O A c N O A C N O -3 CD c°n� �3 cpn�' 7�� (iii T.�.rn D XaU) � D ��m - D 7c�m 3 D T.�in > > m m 0 r0 0 7 CD Q p CU 7 CD C`1 7 Q="G W D 0.5< W 7 CL 5`O< Co 7 !Z j'`G W 7 Q W w 3 m. N 3. +��.m y.w co O N.m o O �^.d O °_'.>v cD O �'.(a(D O m N� prnw(p0m((A 'o D � 3r Zm � r Z� 3r Z � 3r . Z� ' r ZcC a' O A ZT O A cr O E N Cj N Cj v CO W: "'?, (j N C] D) N c > > c 3 c � ' o D D 3 D cm i � '� D > > D t; CD w Cn,< to (n,< ca cf)l< cn Cl) in rD (n Fn c M U) N (n m < m i3 0 Dc Dc Dc c c c D N N N N v D CD (D CD CD lD CD CD O N CD t/l O -n -n-ao -n F. T7 v :0 (�� ci u,m n N T Cam o Dom` 2 x m 0 SO m mw U-< mgt O O N 2 y CD CO,Z ol _0? 3 co am N co V f Q V. n C O p m V CD c w D�cNn p °-,w D°� n,CD (� Q A -_C A N r 7 W CU J{ O O —J O Z CD O i m CO W W OD � w 0 D v oW o�m CL Ln o Q f m r p ' Cl) La 1 J N V A fD 00 N W W y m CO r D D M 3' O N rs N W W Ol W CO I N V) O W V A O W GVj W .J N n S m o 0 0 o N rn cn ca cD O 0 p m m rn rn CT) rn D°>>t < in C A A A A A A ? A C O [rt N N N N N CAD N 0 0 0 0 p o in'�. o o s—0 w w w w w W CD,m w wpm 3 N < �69 EA i�169 Co O O O N '� O O O Ol V N. O O O (D W N -+ I'Hi 4A m r m rn rn D _ o o 3 A O © � C N '�^ _ fiW v (n ,01 _ W W N co .�i O N .Wi T O N Cn N O OS _ . J C) Co W M cD N - W W.co 1"f R i' O co (31:3 W 00 V W CA Cl) ''^ D 0 Q7 (7 0 0 0� 0wo oa)o C'� v 0 ('� mo m p mX ' p X m X a m a m N m m m S i a m m 3 3 v 3 3 N < D mvm m C (D 0 oo^LC rA+ O N N X Tn 'nn 'nn "nn N S' � d CD CD Q CD CD m h CD C Q Q 0 _ (D tA n r "' __ W m Inc C c m K Q fm D o w m y WW m O j fl _ N »Q tA o o,d x D CD c 3 m n M ' Q O' •a ©� w W w w w w w w w w w D m n X CD N C.il (71 (A j (A j (n (71 j ' Z O O1 C71 Ol Ut (n (n CI( rn (n (n 07 U1 X N c in N i O m D N 7 LJ CD n N _ -4 O_ O. O_ Q Q Cl d O. O. 2t Q n < < < < < < < < < <. <. CD O Z D] CD Q O. Q Cl. Q O. O. O. O. C1 fl_ n C c C c c c C c C c C `G a N d N D) N N D) N N D1 N S O 3 _ NZ Z ^SNZ — NZ �KNZ �NZ ��NZ �NZ -'7.�NZ 7_. NZ �NZ C7 Ul AN --4(D Apr -4 m ;'d -4 CD AC) vN Ad -4 m 'AO vN 'AO -4 Apr v0 ADl -4 O Apr -4 CD A01 Q3T`c3i �=•T`(ci (n�•7C(3i ��.T.cci cn sT`c3i cn��c i u'S7CC� u'�xn cn?�(� cns�(y (n�� © (D"< O DJ m.< O N (D.< O 6/ (D.< O ID.< O v m.< O N m.< O N m O Dl m..< O N m 4c O N m,< O .. 7 7 7 7 7 7 7 0 7 7 U! 7,77 N?,N ,0 N 7.(A 7,7 N 7. y �1 N O'N 7J N O.N. N N .� N O.y 7 N y N O W O j W(7 3 W(� j W O 'o 7 W j W 7 > W m _ (Q 0 a)CA 0)(n� o rnu ,o o rnPi �_O rn(n� v rncon� o rn�� o rn�� v rncr-0 C �� 0 -N _ O A6 O AQ' O AO' O AO' O A0' O AQ O AO' O A� O AO' O ?Q O A. N O O_ C O O C O O C O > c 0 7 C O O C O O C O O C O O C O O C O 7 j•y m > > > 7 7 O 7 7 7 7 7 �• (D (3 , (0 N (0 (D (0 m t0 (D f0 m '(0 m t0 m (� m (0 (D C0`< Ln�< Ln� (n,< C7^c Cn�< (A`< Cn� CA`< U)l< i,d.. c D� Dc Dc Dc Dc Dc D.c Dc Dc Dc tm C D A in nr m v v ar v nr ar v v m m m m m (DD CD m m (D Ul n (- mX 000 00M nn �� D� �D mDD DD {N � N o �� x o o s �� o r- n m� o-W (D �n m xo 3 0 3 N D < G�-� v v Ex m 0� to O ff-r N A =N A '� D N N O ..a O D CD O O O C) n o 0 (n KW a am o w n�^ 3 w no v, a m° ` (� 0 C)a nw v �o °w =W (D o� aw �' w OD cr vo ° m-4 ON iDZ' O m 1 j m N A CD o O 0 =DO ,pn� 0 C) fTIO pn O n O O N O O m g o1+ m m y P mOO 3 '-+ on 3j 3m� 3c) — rh (Na n - 3m 0 D o 'L 3W m D C O O O j 7 n D) C) O w 3 .N 3 3 .o (n. iii p 0 3. c /� z 0 V• W Vt. N A _ O co 'N 47 A O 'O O OD O p D N O o O O O O O O O CD = D O O O O O O O O O .O _ 0 o O O O O O O O O O O O _ O O n O O O O O O O O O O O '� ( C rh O O O O O O O O O O O a N O O O O O O O Cl O O O y � O JJ w. Cl) W W W w W W W �W W f�D 3 •p "'1 C N �S .Ffl 1 N � -�Cn O W W O (O a) V N O W V V W n• N KJl N Or OD OD N -4 W OD 07 (D 07 O N co OD V1 O � •A On C N 6 (fl 1.9 69 ffl EA � EDfl D 4A fl {CD ri 2.O 01 W 0�7 ' �• ..W. 1D ! W A W 4. 0) W (O N !d N O N O) O O O A O C) A (n O O A O O N O O O O O ,N r•F O O O O O O O CD O O 3 0 n O O' W N A 1 W N - i a A O O ? O O) O -4 O W c D C �• 0 0 0 0 0 0 0 0 0 o o o O m C7 O O 0 O O 0 0 CJ o O 0 0 0 0 0 0 0 0 0 o y _ 3 3 3 3 3 3 3 3 3 3 3 m 0 r CD m m w m m m m m m m Q N N N .y N_ N_ N_ N_ D1 (n (n ' n vi M m m m m m m rn m m m m N f0 42: LA CD c C C C C C C C c C i r•F 0 v3 (Q (Q (3 (o (o (0 (n (O N a m m m m m m m {� m C7 m m D rt rR 0 �_ m O m m m .p 0 (D p m =r =r to ? e 8Q W c xC N (n (31 Ul i W A W y A A A A A A A A x V7 O, U, (I, N CT Cl (D D I N 7 K -'< rn W it Q O.. d Q. fl. _d b I N _Z.O_ a O_ fl- Q Q O. O. ra �G w c C C C C C C o pr 'N (Ir Dr pr N Dr D1 � C' JZ 0 O a 3 _ _ _ -MNZ jCtJZ -,(NZ M NZ -�cD NZ CyNZ - (D to CD -1 ar VO AO VO Apr --4(D Apr V O Apr VO Ay VO Apr -4(D Ay VO Apr V fD CO tnzr � U°,=T.n O°r0T.Z �� T� (oir0A= c°n07Co LnsT2 con7�3 (°n= m Opr j�C Opr j�G Opr (D ,o Opr j`.0 O N �� r061 j- opr j� Opr :3 ° (n NO.N.Z] N�.(!�.Z7 N .tn.Z7 N�•yZ7 N�•N•�1 N2•w•Z7 W?.N..TJ W3•v_r. w3• (moo n m w 0 w 0 W O W Q W W 3 (r 7 7 o)cncc O C)(n O rnN� O rnm� O rni'i O rnano O mNO O (3) O0) cn AO' p AQ O A6 O AO' O AO- O Q} �{ Ncr O AO' O AQ O AQ�N C O C O C O O C O O C O 7 `G C O C O O C O 7 C f0 O (D rB t0 O fD (0 O (D (0 co ca O (D Co O (D (0 O N (0 'r o D A� D D� D� Q. a DSD Dm .D� D�0 G f c (D N' (D CD (D c N N N <� CC 0C:C (n(n aT Ct)(n 0 -0"0 rr !n rn N o o o Qo f2o v° CN eaD O W co ao n 3 r- m c O O N - O Dt V to N _ N 3 7 O-1 D N W r A O N 3 (D W O O f !1 O f�D > O n W V ? N CO O a p 3 O V N W p 3 O (D N CD o(n O 7 A n,Op (a (O O r O ° N CD 3 co p} N 7 W O ,► '0 C) `� W f � n ° o N O .� + O O 3 am 3 y 3 Cl) D �m O O O U, co p� Cl S 00 N O o o y t/1 i °- °o °o o °o °o o °o' w °o o °o - n m° O O O O O f O O O C 0 ° o a o o o m Cl f ° rn rn rn rn rn 0) O I"h N N N N N O.I N N N i O O O O O OOi �. O O O - 0 _a w w w w w o w w w co o N < a1 A .Op ? i O N O 4 J N V F N O W t7r O O tU CD r Q q1 O -N+ W S N CD D K IV O OI T e•' .W 2 fD A N Cl (O co I Or N d N co 93 0 0 0 0 o o °o y O O O A O . o T3 W 0 A co Oo v i D .Os• 0 0 0 o a o 0 0 �O �� CD o a v n 0 0 0 0 0 O O nr N N (3D CCDD N (D (3D N ,m... o'+ p N N m m T (n (� v o 0 c) !w ly � ( 0 m m co cn (0 co to i H cr CD m m m m n (D (D m > '+ o c Q o o ° 0 1} ^' �n (D CL o chi =• =r � , n fD S e ®m (/l (p w w w -I (� ma C x x CD Q O O cil �,c w - 0 Li Si O a; CAii CA7t CAJf I XX r N O m' N O CTI W j 7 7 'i `< n W CD _a. _Q C1 m N 77 CD m 3' < < a (D — �! o W O WC 7 m G 40) -4 V MAZ V(D 400)j n G7 �p S p 'n 0,;r Oi� S :3 ico m CJ1 O pl ..< O pl j Q O IIl CD Q .r W N?,(A �] N 3_Cn .ZJ N?•Cn Tl`X ^ n a rn po O rn� o 0 0) A Q O A Q' O A Q O < C 0 7 0 0 7 C 0 3 V1 �• W p 7 m O 3 `OG fd 7�CD Dc Dc D c _ r* (D I v v w < D m N) 3 TT -omm 3 00'(J .C�. N m o o o o'-O �' p' CD 3 'S 3 33 'c '� o ° (D m ma_ x' 2 Crow Cv N C O' c Q a� a a �D OVO a L c°l 1 0) ; O n�N n� cm n�� A C1 o m v W N 2 C D)f0 .cn (n x 00 cn D f D ° D 0 O N m 0 CD � � om .. m co O N l p D .•--• O V c d U)m cn fJ O{fit,. 0 =r m ° O O 7 J C O K ,0 C � o o aim o• � W W W�ID 7 N cl O co (O N3. oo m i O cr 0 49 A cfl c�0 69'x o �• 10 Oo (n 00 em•' v _i tD (O N p O J.C W W en V CO p 01 {n PD V A N; c rF CA coo COO A O 00 V m O Q O. O O N V 00 ,; a •'6, O coo cn w, O C D O C � 0 0 0 o O g ?1—I TIC O N Obi y M o —`t mx3 @x3 0x3 m �G " �- fl-Al CD O'M CD 3 CS m ,m.'• o r+ 0 7 x .N-. 7 x(6 .y-. Cl) m N-«. n d CD �. 0 3 -ln m t 3 3T m m CD O �^ cri C C m m n p v, N N (n U) D '+ m n < m g ,tin to co co m ni i 7 o 0.1 n m y X (o CD o o -'• O H x m m 1 2 0 X 3 .d = X m 7 x min O {C to 0 O Xo N a > i II1 W (D m K CD T N to Chi m C m >Z O O C m c N N tD P N (p J S S f z O a { CO (O O 3 W c { m v N W w n a e _ Q o �(Ji I 0 co O CD Z If O _ w ='• 3 r y . D CD .1 N f cr w 0 3 O '�A� X m I 0 3 V/ i „ 2 oD ++ KNZ �0-0— n �(D� =?W D y C: rr �fO O =.v �(o Oim m to C c o �Z cow 5, °Z' a C o '""CD c ,< Dc c #3 01 N m rn O -4 N D (� a? C) n? (D Ln (D w N •c o 7 c w j o 9D G) p v C + F CL 3 B V _ q r rf 5 o t 3 C (D fA . V Vf W i m n 3 =" C i^ O_ o r+ O W WI V ,OODD co V � 3 LA 0 _ to to � A fND t9 ID T rt tD v_ ! @ (D to A m c n o 0' 1 i+ D! O O co C. O O f ;O N O� O m (D O O: 0) m m �A -a l � f1 -- n Q, x m' m o X " X CD m x m v X p N O 3 _ W CD ncn n�n�'rn � ?' m �-�o � WO �' mc'0c0oh(D °' mo _�° cam �_G n-� 3 3 3 Si m'�,z a c-c—F57� m �•� a �coa m fD 3 �o7Zi Cn m CU m 3 "-O r N v N N CD O (D @ 0 m G ^� m N Q C L a C 3 �C a �3<�c•< CD cv a to Ey O..m Cn C a N ]•Cn 3 z 6 (D 0.n N o O ICJ m o �• X 0 CD n m CD CD CD CD R—' n �o *n o - = m to _.3 o m m inn 2 ° pOC ° 3or m0 Q� •mo <maosm-° r o m to En :3 o< mm < ooaw �.mma °: C o ° am mm o� K a rn a m o(D � C [D CD co Q N CD N a n 3 O G ° 6" (D m �'O�,°-3 (D o °¢ =!.,Z ;7 (om �'° m �mm �nmCDC<ucvmcomc0m8 ('' Qoaammm 03 3'3� rD �'a (° d pz Scmi = � > 3 c _ � mmoin cm < r �'<t wrn` � ozaw .�cntny3 Fa-o ��v' rnt7 rn <;' m arnma ato 33"0 3�v V °–' �'�<'m (D� D(noo� � CC (pO<< �<-,� _ o cNfD33a�� @3'p�ov [70 (n CL(D C°D ? � � a o m �@ cmi 3 0 o a.Ng3 m �3 rF y N tp o m v aao sza(o N(a •o o.Cp n g:=o•o:0 , N D w CD m rn 3 W 0 3N n m ° < mn g rvn o o N V! 3 O-CD� r c o ac�'= : 0°•McC fo r m-���3 o CD pq w 0, -n cu o_3"a -,v' (DQ- 03c 30' o o < cD ?< r X 3 C� O Yn ry O (D O C7 2.0 C SQ CD ° 3 D W() N m f].V' fD ro' n a. - -zC 3 CL F �.. ° O Cil a < O.� cO-•N ,°�-(D 3 0 w o'o o C O cn (00`<��op(D � m ¢oN CD yoo mD3o33 � 3 a < C1 O S N 3'�.<N m �. O+• 0 < {p CD C L Cn �• O _ ty vmm CD3 CD – CL CL 3a tj O')S@ a CD C CCDD a O CD 7 .3-'N m C 0 C%r cD m 3 CD O �•l< 0 v: m m °m 0 3.3 m L<2M .. N O N.� '%^ N 7 3 C. 3.CD 5=r N' C /�/� 'o"O Cn W CD 3 D 3 �-Qi '--D O N 0 M,C a NO �•�•N V/ v m 'v m < CD <CD " N CD a= n N A o < S m 3 N ®� 0 gyf�m o 3 m m 3 Cn0 M "Z-- CD�n. CD �m rn 0 o ° N N N a m to 0 0 1 -.CD O Q < O ?O C N O L2 CD,V, 0_o w o + 3 S rD m m m 3 3- .y. p- Q.CD 'p N S^• 't3 3 a p CL Z3 ° o O D .i O Z m .II ''3 4 ?0 O ? n m. � 'n m -„z 0- 3 m _ r► ^p �DOfS,o`< o �� 2 Gm'�n�s w 1000 <n CD w= 33m� n3i °–' � c� tno 3 m v 3 a3 = ° `n (D x sQ-oa'� CL CD 3:cz G cC? � {� � m r-o o mm_cm 30 CD CO 3 � mo c3ZP (a ., room O � 0 GC ooa om rn C°' K S O O tR --(,- ...7 d (0 3 3 T 3 3 a'a 0 m N CL° . • 'V ©� @ v S N (D C�CL 0 K,C { ID _:L3 _K �� Q• S CO°•Co .3 N -3 'n O,CQ ,'O CO, m 3 j 2 3 3 0 W CL:3- .N (D b-U S =W ,'j' � 'N O N Z G O o C°7 ^� >m CD !n 0 S° C.�tQ =•,N.,. O �CL] 3� W (•`> nCDiEm �. cm'm Wm viNnicaD, n> �-♦mm - �.o C) Q1. ? to -<toin mmo3�o ? vmo� �ovoKOw3m - to-n o = CL �.nc: C m o c a �' CD C r_rt 0 0 3g ID p< N v3 ° ° cmn o 0 c Coy 0 = O .0 —2.1 = m N a ES- C m 0 Q S CD 7 (1 3 .3... 3 A E �< C) 0 @ .(.7 C•)-C N +(iD �. ,� �.. ' - D O ID p_°-_ N 0 N Ll Cp'`G p C C O C:.�N .W.. rtD � ��.w D o �.m m 3 n•°c m .... :3 = U! Q O-`<p 7 rn 3 Cn °a Cn O m Cs—0 c o ert CD -o �o0Qtn occ�o� g�= CD0m3N' 0�'� � 3CD <a tL1 O -C: con O (D < 3 CD M•p a r o tn. °000 <” CL 3co m �. m oCD D9Aam6' a �G C d N ? qSj (D? 9 CCDD 3[b Q 3 Q�N Cv .�'-. .� 3.O N D rC3 r 3 N m CD m °U3 m �a '��n 'c 4o 3 .o v w u n O CD CD O - tz�•3 (D (D (D tnm(D 3(r m m r m D 0cn< ,p = 3 cm NK ° o m a 3>3F10 3 ? m3 N fl-�D = ;:w 0!R am = O m o cS7 Co «{a} <CD 'Ar ''�- 0m30m_n3iovo0Nmo �C a 3 CD m 3 CD (D (D O N_ (n 7 n m Cn C O r+ C3 A N� tC=�3 CD•?;o m -� L7 N m 3 CD (n O N`t N Cn O K (D n CD (D CD N o D A c 0 0 w C L _- N' CD CL CD• K N N CL •@ � O 'CDD In CD fD CYi A is C N _rt tD N SJ A CD CORDIER ANTIQUES AUCTIONS FIREARMS ESTATES & appraisals REAL ESTATE Appraisal Report Estate of Nancy R. Donley c/o Susan Craig 24 Kensington Square Mechanicsburg, Pennsylvania 17050 Prepared for: Jennifer B. Hipp, Esq. James D. Boger Law Offices 1 West Main St Shiremanstown, Pennsylvania 17011 (717) 737-8761 Prepared by: David J. Cordier Ellen E. Miller Cordier Auctions & Appraisals 1500 Paxton Street Harrisburg, Pennsylvania 17104 Phone: (717) 731-8662 Fax: (717) 731-9830 i I Table of Contents Title Page 1 Table of Contents 2 Summary 3 Analysis 4 Conditions of Appraisal 5 Certification 5 Purpose of Report 6 i Method of Valuation 6 Definition of Value 6 Basis of Appraisal 6 Description 6 Appraiser Qualifications 7 Value Listings Appendix A i { } jPage: 2 of 8 J I 1 1 Summary On July 11, 2013, at the request of Jennifer B. Hipp, Esq., James D. Boger Law Offices, I personally inspected the assets of Estate of Nancy R. Donley, c/o Susan Craig, 24 Kensington Square, Mechanicsburg,Pennsylvania. 1 Value Fair Market Value The Fair Market Value for the property in total is: $2,550.00 This is not the appraisal report. The appraisal report must be read in its entirety. . J 1 ` Page: 3 of 8 I i Analysis 1 i Analysis I All items in good condition unless otherwise noted. I 1 I l l _ I { I I Page: 4 of 8 a I Conditions of Appraisal a ! The value stated in this Appraisal Report is based on the best judgment of the appraiser given the facts and conditions available at the date of the valuation. The use of the report is limited to the purpose of determining the value of personal property for Estate Tax purposes. Any additional research or testimony required by the client or the court will be billed at the current rates. Disclosure of the contents of the report is governed b the Standards and Practices of the Certified p g Y Appraisers Guild of the America. 1 Certification of Report No prohibited fee was accessed for this report. " David J. Cordier and Ellen E. Miller of Cordier Auctions &Appraisals have successfully completed the personal property appraisal certification program with the Certified Appraisers Guild of America and are members in good standing. This report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice and with the Standards and Practices of the Certified Appraisers Guild of America which has review authority of this report. David J. Cordier and/or Ellen E. Miller have personally examined the subject property. The statements of fact contained in this report are true and correct to the best knowledge and belief of the appraiser. 1 By: 154/vicr.J. Cordier, C.A.G.A. By: Ellen E. Mil er, . G.A. Cordier Auctions&Appraisals Cordier Auctions&Appraisa. I i Page: 5 of 8 I I Purpose of the Report I The purpose of this report is to determine the value for Estate Tax purposes for James D. Boger Law Offices, Shiremanstown, Pennsylvania. Method of Valuation The method of valuation used for this appraisal is the Fair Market Value. Definition of Value Fair Market Value i Under the United States Treasury regulation 1.170-1c Fair Market value is defined as: The price at which the property would change hands between a willing buyer and a willing seller, neither being under compulsion to buy or compulsion to sell and both having reasonable knowledge. Basis of Appraisal Valuation Date 1 The date of valuation for determining the value estimation is June 14, 2013. Date Appraisal Conducted This appraisal was conducted on July 11, 2013. Limitations of Property There were no limitations on use or disposition of this property. Description An itemized list with descriptions is in Appendix A. i 4 Page: 6 of 8 I I CORDIER AUCTIONS & APPRAISALS Cordier Auctions&Appraisals was established in 1984. The company specializes in appraisals of antiques, fine art and personal property, estate liquidations and the auction and sale of fine antiques, art and real estate. Cordier Auctions&Appraisals maintains memberships in the Certified Appraisers Guild of America,the Antiques and Collectibles Dealers Association, Inc., the Antique Dealers Association of Pennsylvania,the Pennsylvania Auctioneers Association and the National Auctioneers Association. ICordier Auctions&Appraisals has conducted appraisal clinics for such organizations as the Harrisburg Area Community College's Older American Days,the Questers, Rohrer Bus Antiquing Road Show Tour, Millersburg Historical Society,Friends of Fort Hunter, West Shore Country Club and the Friends of the Pennsylvania State Museum. Cordier Auctions&Appraisals is an underwriter for the Antiques Road Show on WITF Public Television. DAVID J. CORDIER, C.A.G.A. CERTIFIED APPRAISER David J. Cordier is co-owner of Cordier Auctions & Appraisals located in Harrisburg, Pennsylvania. Mr. 1 Cordier has been an antiques and jewelry dealer since 1980 and an appraiser since 1990. David Cordier of Cordier Auctions &Appraisals has successfully completed the personal property appraisal certification program with the Certified Appraisers Guild of America. Mr. Cordier is a graduate of Winterthur Museum's Winter Institute,a graduate level program in American Decorative Arts. David Cordier has attended classes in the fine and decorative arts at George Washington University, Washington D.C.and the appraisal studies program at New York University,New York. Mr. { Cordier studied the arts and decorative arts in Pennsylvania at Penn State University and holds a Master's ldegree in Business Administration from Penn State Capital Campus. Mr. Cordier is a writer for the Harrisburg Patriot News reporting on antiques and related events in central Pennsylvania. He also wrote a bi-weekly feature column"Eye on Antiques"for the Sunday Patriot News from 2001 to 2006. ELLEN E. MILLER,C.A.G.A. CERTIFIED APPRAISER Ellen E. Miller joined Cordier Auctions &Appraisals in 2000. Ms.Miller holds a Bachelor's degree in Marketing from Shippensburg University and a Master's degree in Business Administration from Temple University. i Since joining Cordier Auctions&Appraisals, Ms. Miller has been the Director of Internet Sales, conducting l research and documentation of inventory,maintaining client relationships and managing an international customer base. She has been responsible for the sale of several large collections via Internet auction including classic automobiles, antique toys, sports memorabilia and autographs. 1 Ms. Miller has successfully completed the personal property appraisal certification program with the Certified Appraisers Guild of America. Prior to joining Cordier Auctions & Appraisals, Ms. Miller worked in the printing industry in sales and 1 administration. l Page: 7 of 8 i i i Appendix A 1 Fair Market Value $1,000.00 Ivan Silvanowsky (French, 19th Century) Oil on Canvas Panel. Plaque on frame reads "Ivan Silvanowsky, Paris". 12-1/2" x 9-1/4". 2. $250.00 Anne Salley(American, 20th Century) Oil on Canvas . The Loggia. Signed "Anne Salley 82". 30" x 24". 3. $1,000.00 Myra Sides Copus (American,'20th Century) Oil on Canvas. Signed "M. Sides Copus". 40" x 36". 4. $200.00 Myra Sides Copus (American, 20th Century) Watercolor of a Girl on a Swing. Signed "M. Sides Copus". 18-1/2" x 15" x 2-1/2". 5. $100.00 Nancy Reinke (American, 20th Century) . Weaving . Signed in pencil "30/200 Yin-Yang, 19th Century Chinese Nancy Reinke". 7-1/2" x 5". Overall with frame 18" x 14". $2.550.00 Total I i i Page: 8 of 8 i I zJ f 1 04a.JPG 05a.JPG 05b.JPG ( I I I l I I i i E net. �rrf ' •.l., f _:{ a 111 .tt - ' ` to tl r IAn ✓ ',r- V_ r .I ,1 — Co]YJ�1 \ t .S..i'Xrve ...........`�f".�}..� �•�i � a\O 1:'RY4 Y.•1ST i This estate jewelry appraisal was prepared by Henderson &Co. Jewelers, Inc. Windsor Park Shopping Center Mechanicsburg, PA 17050 (717) 766-7771 for: Estate of Nancy Donley This appraisal was prepared September 19, 2013. The following metal prices are from the date of death, June 14, 2013. The price of gold was approximately $1,391.50 per ounce, and silver was at$22.07. The following equipment was used in preparing this jewelry appraisal: Binocular Microscope Dial Gauge Table Gauge Electronic Scale Refractometer Polariscope The appraiser was David A. Henderson, Gemologist of the Gemol gica t to America, no. 3561240. G.I.A. grading terminology was used in preparing this jewelry ap rain - This appraisal was prepared for estate purposes only. The values given represent a fair price that the items could be expected to bring in a reasonable time period if sale was necessary to settle the estate. This is based on prices obtained for similar items in our area at the time this appraisal was prepared, or recent auction prices for similar items. .The condition of the gems and their mountings was factored in when arriving at these values. This jewelry appraisal does not represent an offer to buy nor does Henderson &Co. Jewelers have a stake in these items. Item 9 Silver tone flexible ring(one cord broken)with glass stones no value Item 10 Simulated coral and foilback stones(base metal) no value Item 11 White base metal chain(5.5 inches long) no value Item 12 Two tone base metal band ring no value Item 13 10 karat (stamped)yellow gold ring set with oval carnelian $65.00 Item 14 Yellow gold ring(stamped 18 karat)set with low end possibly fracture filled ruby and six cubic zirconias $116.00 Rev-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Donle , Nancy R. 21-13-0835 If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Susan D. Craig 24 Kensington Square Sister Mechanicsburg, PA 17050 B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOIN MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE INTEREST DECEDENT'S INTEREST JOINTLY-HELD REAL ESTATE. 1 A 03/23/2011 Members 1st Federal Credit Union-Savings 5.00 50.000% 2.50 Account No.413495-00 2 A 03/23/2011 Members 1st Federal Credit Union-Checking 13,219.95 50.000% 6,609.98 Account No.413495-11; Principal balance at date of death$13,219.71;accrued interest $0.24 TOTAL(Also enter on Line 6, Recapitulation) 6,612.48 (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 F(Rev.01-10) .. St MEMBERS 1St FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 413495-00 Date Account Established 03/23/2011 Principal Balance at Date of Death $5.00 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $5.00 Name of Joint Owner Susan D Craig Date Joint Added 03/23/2011 CHECKING ACCOUNT: Account Number/Suffix 413495-11 Date Account Established 03/23/2011 Principal Balance at Date of Death $13,219.71 Accrued Interest to Date of Death $0.24 Total Principal and Accrued Interest $13,219.95 Name of Joint Owner Susan D Craig Date Joint Added 03/23/2011 MEMBERS 1ST FEDERAL CREDIT UNION Tessa L Klugh Lending Insurance Support Specialist August 9, 2013 Estate of: NANCY.R..DONLEY Date of Death: 06/14/2013 Social Security Number: 275-38-2312 5000 Louise Drive P.O. Box 40 Mechanicsburg,Pennsylvania 17055 (800) 283-2328 www.memberslst.org Rev-1510 EX+(08-09) SCHEDULE G pennsylvania INTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Donley, Nancy R. 21-13-0835 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TROANSFERSATTACH THEIR COPY OF F THE DEED FOR REAL EST TE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 Walnut Street Securities-Roth IRA-The beneficiary 73,207.29 73,207.29 of this account is Susan D.Craig,the Decedent's sister. 2 Walnut Street Securities-Regular IRA-Sara E. 123,527.86 123,527.86 Bishop and J. Kevin Donley,the Decedent's niece and nephew are the beneficiaries of this account. 3 J. Kevin Donley-Gift made prior to date of death. (AN 14,000.00 3,000.00 11,000.00 EXEMPTION IN THE AMOUNT OF$3,000.00 IS CLAIMED IN ACCORDANCE WITH THE PROVISIONS OF THE INHERITANCE AND ESTATE TAX ACT, BEING 72 P.S.SECTION 9107(c)(3)). 4 John T. Donley-Gift made prior to date of death. (AN 14,000.00 3,000.00 11,000.00 EXEMPTION IN THE AMOUNT OF$3,000.00 IS CLAIMED IN ACCORDANCE WITH THE PROVISIONS OF THE INHERITANCE AND ESTATE TAX ACT, BEING 72 P.S.SECTION 9107(c)(3)). 5 Sara E. Bishop-Gift made prior to date of death. (AN 14,000.00 3,000.00 11,000.00 EXEMPTION IN THE AMOUNT OF$3,000.00 IS CLAIMED IN ACCORDANCE WITH THE PROVISIONS OF THE INHERITANCE AND ESTATE TAX ACT, BEING 72 P.S.SECTION 9107(c)(3)). 6 Susan D.Craig-Gift made prior to date of death. (AN 14,000.00 3,000.00 11,000.00 EXEMPTION IN THE AMOUNT OF$3,000.00 IS CLAIMED IN ACCORDANCE WITH THE PROVISIONS OF THE INHERITANCE AND ESTATE TAX ACT, BEING 72 P.S.SECTION 9107(c)(3)). TOTAL(Also enter on Line 7, Recapitulation) 240,735.15 (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) Jennifer B. Hipp From: Audrey Myer <amyer @maslandandbarrick.com> Sent: Monday, June 24, 2013 4:26 PM To: Jennifer B. Hipp Subject: (Secure) Nancy Donley Attachments: Donley, Nancy DOD Values.pdf Hi Jen, Attached are the Date of Death values for Nancy Donley's accounts. If you discover that Nancy's date of death was not June 14, 2013, please let us know. Thanks, Ma,Ae#S. .44w, CFP® Registered Sales assistant to S4weq OVA✓Aar ,CFP® Financial Advisor Masland&Barrick advisory,Inc 3600 Trindle Road Camp Hill,PA 17011 717.761.6606 Fax 717.761.7524 Email Privacy Notice This message(including any attachments) contains confidential information intended for a specific individual and purpose,and is protected by law. If you are not the intended recipient,you should delete this message.The disclosure,copying or distribution of this message,or the taking of any action based upon it is strictly prohibited.Securities offered through Walnut Street Securities,Inc.,Member FINRA/SPIC. Masland&Barrick advisory,Inc. and Walnut Street Securities are unaffiliated entities. Please note we are unable to accept trade instructions by email. Securities offered by registered representatives of Walnut Street Securities(WSS)member FINRA/SIPC. If you do not wish to receive commercial emails from Walnut Street Securities or its affiliates in the future,send an email back to me at the address above.You may also contact us in writing at MetLife Customer Privacy Center,P.O.Box 489.Warwick,Rhode Island 02887-9954.Please allow up to 10 days for us to process your opt-out.You may receive emails from us during that time,for which we apologize.If you are eligible for benefits through an employer that offers benefits provided by a Metl.ife company,this opt-out will not apply to emails relating to those benefits. 1 Beth B. Lengel From: Audrey Myer<amyer @maslandandbarrick.com> Sent: Monday, July 29, 2013 3:30 PM To: Jennifer B. Hipp Cc: Beth B. Lengel Subject: RE: Estate of Nancy Donley Jen & Beth, We previously forwarded you the date of death values for Nancy Donley's accounts held with our firm. The beneficiaries listed on Nancy's accounts held with us are as follows: Pershing Roth IRA: Susan D.Craig, 100%. Pershing IRA: Sara E. Bishop 50%and J. Kevin Donley, 50%. Pershing Individual: none must be probated Please let us know if you need any other information. Thanks, lZiu�iie,V S.✓L f, CFP(V Registered Sales Assistant to .Stater/gAVe.19avcic,f,CFP(R) Financial A&-isor Nfasland&Barrick Advisory,Inc i 3600 Trindle Road Camp I:lill,PA :17011 717.761.6606 Fax 717.761.7524 Email Privacy Notice em ' w o D n O n m 2) OD Fro .► tp tD rD D V Q Q O Pf N a' Z 11 3 CD r+ n CL f9 (D C � N o CD m � � m > �r CD m N � n s v D O N ,V X V 83 � W �. a:m N' o c rr • � IN< C rF � I A N O �S % p N . G CU c' A 0 � p O u A N Cb D 417 fJ. Nt ' 41- +[12 ni ttf " rn ff n m n X (D O N O Q N M .�. m o -1 N O tj A Q Z V N N •� 7 X w N -., co co 3t p er.. ra > X N a, Q co co __-D K O w N O m m _ N ^ W p C2 co m 'D Z7 T7 -1� A o Z ro D _ °- m ➢ d y, c v. ET W O W 3 � O CC A C)-0 O Ln ;oC)-u0 T]n-0 0� Nw0D N Oai m 0D OEn > cc la a m M. �.+N -4.-(�! to N 06 O=r CD T pp =O S(D-n =O S(D -n .O3 ♦I Q5•,< ay ° �"� W age W n m co O 0 n)'cQ O D w co O _ = r Z O '1 r Z 8 = r Z'tC A y 0 w s c � w n w y - � � — c m �. D =' Fj D00 r n D j } m N N m N m n. v M ].O O m l O C n 'co r — (D nw co m m m 3 m a m me D `Tma m m + C7 m H C1 to m Z Y w n ..�,I n °• .�a n D� o w r.) ` % m 0 < rn 'm 3 o- (n m ON w° O � c M N � w v _^ C� n '?E C3 F fu 3 m w O y N N A O ^ m Cq m b: O v c 1 3 o m. •i� .� om D N o � y to o O - N O CA z D 1= rt � O G O in C o O O in C � rn Cl) rn A N N N,. Drt N OO O. y O A W (D 7 NO -Gq Cf U) O Co O tD O N O � C 0 co Q 3 0 N to! D v w C:) uoo io W C Q O n � 3 P. m u, oa x T9 O W cn Cl) O 1 K y � o co O N w OO 0 D w (D O 3 w W O O M l< 0 CD CD LA % r (D CD i H 4 O CL (D A A C7 C'1 W ifl )r r• l< (D l< N N O. V O' N fD (n .� w CD CD N w W 9 CN N to 6 Q �o � � � � � CD 0 c x j. No A A A A A A N A l Z cn cn Ul cn Zn Ut (31 cn (A cn N (n N r r N 0 2 N j CD n (o N�cn D o Z CIS. w 1 0 O + 3 NC)-0 0— C)-0 0— N0-a0— NC)-0 0— N0m0— NC)-0 0— K) -0U NC)-00— Nf0 p) A C (D O A c (D O A C (D O A C (D O A C (D O .P O (D O A C N O A C (D p '� A T.�' in o �' m o T��.in o D T.�.(n o D o 7.y.m : D X,A o mosm-n mosm-nmo �m-nCD =r rnoo•mTmo �m nm 0 (D nCD0 nm, � oa5 cu3 a3 cp7oa�-< woa�-< moa�,< co oa5.,< coo CL w � a�'< Wo1 ur �'.mco O °.mm 0 N.m(o O N.oco 0 ("-m(n O N.FD,(n O T.Fu O y.mco O �.�A a — > > 5 3 5 > > > > > o m (a Z(Q r Z(a C Z(o r Z(o r Z(0 Z(o Z(o Z 22 0_ O w m D o o 0 N O w O w > n w > O w > N O D D D > D D o D >D N ?A N N ,2 f/1 Q y ID Q y Q N Q p)cl) cn cco. rh D d v (4 N v D) N w D1 N D CD CD 00 —1-0 000 �-o v»- ; 000 n70 om () MM O X oM < 0 f v 2.0 mm n �D D 0 noG� v Nm < � c c ' 0 n O D N (D bb mm 7C 41 N DD c D rn X Dix (D m X 3�5� DD�i yc c� N i{=. 3'cc _� (D (D 0 1Z C m a r.n o cCOi, m w c~U,o a m'� c m 3 3 m COY N 0 0 ED Z O) T O Z cn G�V y O (D O a CD N N 00 (D = _ O) (�0 m N (n T n N D' co V p O O O O 7 �. N D e�F w .N O O N W 0 a 0 a. in n G � 0 v } 3 O } C X Dl 'C h- cyl W N --� iJ A _ V Ln D co v A � V -N (AO OV �U7 � 7J (n N 0 o N A O uh 7 A jV O) (A .T O O C r! O Q (7) .O � � 001 _ m < N i7 C A A A A A A A A C C) N N Na N N N O O O O O O O O N � {9 Efl ffl EA EA (A "9 O 1.9 n' W O 00 j OD N 00 cn O N (O (o O1 N (o 00 O O A O a � N E4 fA CD r D w W O O W �► W T' (J coo Cn (031 fn 0 - -� (n < i A A (0 0) A O (T E y WV W aOj O co = ca, F(D O .7 n c � 0 0 0 0 0 0 0 0 0 ((A N 033 (3) (00 N C)iD A C y o 0 0 0 0 0 0 0 e O 3 0 m 0 O O O 00 O O 0 N 3 scD v m m m (D m C BCD 3 o (D = 4_ to X c m m m m +N (n �3 00. '� `c = '� c c (D l N m' t7 c 2 2 2 car 15 m -0 L7-n ;o co r D1 01 C C to N !t 0 0 (D (') (D C 1 N D ct D1 { N y p-Fu N d O (D N r0+ to c =r i n p c� e p m w w w N D n w a m rn rn o 0 o x CD n� 01 O .OA A A A .7 P Z (. Ch CVh Cv71 o" '+ X N w o A A A 3t X 3 3 m' (n cn cn c N w cn � Ch X m CD M N J( 0 m' D N 3 r CD m a Q a N D CD(p N v CL O. N o O b S NZ aN Z A N0-p 0 N() DO– N(7 00– Aft 0– A (P O A y 'J O A CD V O A p� A C CD O A C CD O A C CD O C N O C (D O (� �_ C,0 �3 COhn 7C= cn D �My = T��in = T.win = T.�.in = _ m (D� O 3•CD..C)C O S CD K CD (D O CD-n CD O =•(D-n CD O �tD 'T7 n) O >•CD -n (D O J/D •T) .. 0 3 0 3 d 3 7 a�'`C O 7 a�'`G co 3 a�'`L W 3 a 7'`C co 3 Q j"c CO w = y..Z) N3.M N=.(� m.m(o O T.FD co O N.[u0 O �'.D)(0 O �.m(o O.(D n m O rn�n(p O rn vo = r Z(3 = r Z(=a 3 C Z cQ 3 r 2(n Z,�• CS O A(T O A CT O n N 0 0 0 CU co Q7 0 N 0 w N C 0 3 C 0 7 C 0 3 O O O C C O = O = 3 3 = 0 3 D ° = D = 3 D 3 D 3 D �D m to (a (Q w 0 Q C, w .� w M (n Cl)v-o o.0 �.0 Q Z7 -0 x c .93 0 17 p rt p D� Dc Dc N O_ N O ca co 0 0 cn o Y Na W 3 `tr 332 Q7'T a� �C O eO�h �c s Q a t) 3 C7 S n y (D �k � 1 rn R t CD o = np X C)� X nv n(D D m O Ch (3/i (b N Cb N =v O7 !A T W N CD CO 1 Z 3 m Cl) —CD w D�CNii a� �.w D n o j Q j C A A N 1 O = ` (D v O – = Z N O N . A W O �-m W` D 'aA J D 0 p ' D1 = N O a —o O a CD C� p J c Cl) X CD 7 m V Ch -` •� CY)N .A O Co N W L..). cn 0) (b A D w CO m o m � w;y C) J O .. n =r-4 0 O O O Ln W o O O 6) m m 1 O _ n �E � C A A A A A A �! A A C O rh N 'N N N 'N N - CO' N N O.�i O O O O 'O O } V71 O C) DJ O 'W w CA W (01(o .W W W 7 N _< ,0 O o �+ va w o (JC) °w °o ° m 00 o (o `D C) o S31 U) n to -Ep 469 = l O N V Ch W Ul co (O W W H -0 CD O O �! 00] O O V W 3 0) N CJl v O Q) r s O d y CA -00 N) m (b (D N W W 3I N n O CO C9 P i W co (h D W 00 p 0 3L� C) do C) 0) c3im 0 = m0 ai 3 CD CD CD 3 m 3 am 3 cr 3 v0 3 wm �:°. o^� p w �c c CD p �� CD o �� mCD� rn otn Cj -n n• T C'1 'n n -n 0 Nhi .► LU 67 ((DD X X• X• X• {N fD S F a CD (D a a CL a N O C O G (D Cl) m w m = C O o 0 0 m m t° ° m :m c CD Q tD( cn O gyp o a7 CD to C3 C) fD fJ a N O 3 Q _ 3 N 07 O LU N a N O Q 1 '•' 7c �- O" 0 7 � n (a a s 0 6m w w w w w w w w w w w D � n w w w w w w w w w w w e z c X " cn _ M Ln cyl cn � � z m A A A A A A A A w , A A A A A A A A n, CT CT al (P Ut CIC (.n (T (r CT Cn X N m D W CD 7 m _ _ _ _ _ �-5 n ((n C 7 O 7 7 7 7 7 7 C 7 CD N Q O_ iZ O_ tl O. d f2 sl it SZ O Z a n CL (i U) m v v m m nci v v w v c O 0 3 m _ _ _ NZ BCD 0) �NZ �CD N Z �0 Z �MN Z (NZ -'CNZ -'ON Z CD N Z CD Z -4 to A O o CD Q v o 0 A(v ~0 A p> o 0 A v v C.0 A M ~w A m C)O A O v(p A v CJ O A O o O A v ~ @ T.n Q�.�� {n�,T�� ��. �0 �0�A 0 (n�.T�o C)W CD" o Q) < Vt Or o cn =r 0 C-n=r 0 Cn � cB =,- 00 z- 00 =3- 00 =`G O� �`{ O p� ��G Opp 3`G O p1 �`G ON jC O p� j`G 0 p� ��< O {p (_^.m N 3.(n..� N O.��:L7 N O.(A m N O.(n•.-0 N O.v1•;p N O.m,Z7 N O.N :Cl N O.N..� N .y..L1 W(O(��•N.;0 W n (Q rn N(0 v rn N,( v rn N to v m N cc v QWl CCJS to v rn N v 'O Co v rn N v 0)N'� 0 C77 N U3 v CA U2 O A cr O A Q O A'(T O A ZS O ACS O A 6 O A (S O A 6 O A cr O A C7 O A O O c 0 0 c 0 c 0 3 O O O c O O c O c C O O c 0 7 c 0 7 C O 7 N �� o � mom caom ca m (aom (aom (ooCD (Qom mom (a = m (aim Cl) n Dc Dc Dc Dc Dc Dc Dc Dc Dc Dc •� y N N tV CU OJ D7 D] O CD CD fD GD CD (D CD (D CD CD (D CD (D N C-t- ,x nvv Opm can co Z33 D� D_D mDD DD y m l!) cr 0 V Cn D7 A `'� N =O 0 O D O N N N f1 0 r O ^� D z 3w o0m oN mo C-)CD o� CDw (70 ni(n rr Z ' C a 0 0 OD n� -0 9i o w -co o_� o rn a w rn v N ° �� �' 1 O 7' O 3 ) O m A F ' O o j O m O O CD c 0 ' O Q7 3 3 ° C y o O 3 D y _ N 0 @ n 3 v n O N - N. O _3 .. .4 O No a m y m O O ONO N A O O O W O C O O O O O O O O O O O CD D y (no O O O O O O O O OO .00 O !e~y (�j m o O o O O O O .. O O O O `G .. O � O O � O Z O O � o� � (p C A A .ice O o O o o i N) N N N � O O O d 0 W w W W W W W W N 7 G O tV t O � ffl CA 69 E) '9 O�'1 CST N w _ i A -(� N to �I C7t N 1 CT 0o co OD - N V w (A :-4 OD �.'D -,C O OD O N (b U3 A sn 0 1.0 �69 Gq �69 to p ra A A A _ A (n C � ? W W W 0) M N O N CA CD CO O A CT O A ! O O A O w N O ° c O c) O O O O O _O .. O O O ,(D 1 3 '0 O A tJi 00 s O D C o v w G '�0 0 3 0 0 0 0 0 0 0 0 0 3 3 3 3 3 3 3 3 3 r (D CD CD CD CD CD CD (D CD .O N •' M m m a n � n a n (� c 0 Z (DD v w v w v a O m m 2 r a rr COD N N (D COD COD N n CD C7 CD •y D v v v v ° o m `n a c) cn o o = c c c G7 m CD `� (D (D (D a (D o S (^ =r to C.W.) W W W CA) n v C) ° `0 m° �' w ' 1•� xx m w A A A ' CT CT (J7 CT W a A A X 3 CT a in O cT T N { x O 7 m 3 , w (D -{ �C n CD C1 !Z ❑. C1 Cl C1 22 -1 n < < < < < I < < i m N 7 sZ O. CL Q d C C m c c C lU p) d a) } 0 o ! 7 m N N -a N N N Z ?�NZ- �NZ �NZ n to --4 CD 'AN V(�D 'Pd V N Av V CD A(u V a0) V@ A@ -4(D Atu VCD •P(D vCD +�. {p {T��f) L71? CD S�n O Z n (P�T.n C)�@ C' Cn) CD n CT�@ C') m 00 @`G O @ :3 O D) j`� f11 .Q O G1 IDQ N O`C C�O Cn K)2 7� O N f.o (n to D in N 7_(n .Z1 N 7.N :U N 7.N ;o N�.y.�7 N�• N�'�' '� W?'�'''� W 3• rnm� O rnm� rn(o(Q O rn�cp 0 ( rnc� O mmCp O m�� a(7 o a 0- o a Cr o a v o a a o _ —i a(T -o a (T o A or. o a (T -' C o 7 c o l c 0 7 c O 7 C O O C ° > c 0;7 = Er [� O CD TD @ tD O @ CO = @ tD O CD <''O I CO � (D CD O CD CD m cD #4 (n-< in`C C/)'< (n,< ,< ((DD CD @ _0 .fl .C] - D Dc Dc D� D� n c4 D� Dc Dc D 0 G D a) N C N N N C -�j a>cn 0vv rr �cn v N 2) M m N N Cl)C 3 X m ° o D 3 (°� <rG Ic o m CO no. o O W W ° _{ N R°m A ° J � ? N 3 ccn d 0 FL 0 > 3 o (D W o - p; �� E Q w o c A O CD CD V O i ° ° CD CO `� CO O A a N O W 3 N. W( m n O o O N o ? 3 0 4 3 U) 7 a CD a'@ A .Ca 01 W (T (n N W Cf1 A m o0 00 °o (w C) 0 0, � o a ° D N D o i o o o •• 0 >- a)o 0 0 C) C) 0 0 0, m o O o n C) °o C) C) (D 0 0 W o C) 0 `� o O m ° ° ° °' < w ° 0 0 0 0 0 rn CD rn rn rn rn rn _ _ _ y _ C A 4O W t a W d �1 N N j O , N A #M O W (OD 7 N � < Q CT A a A to - N M_n -69 .69 o 4 V T W W CD G) , N o o ° -4 w co °w to CD CD C) o o{ o En En cfl o C) _ O > W CD O. O .O. t0 O 7 M .D CD a O O to M C17A OND 6) CT O O O O m A O) O C O O O CD A' O O O O 11 m, i C7 ° N N N W V D(D O C ? ° C @_ o Co @ O O 0 O O O ° - ° N _ 3 3 3 3 _ o m o r+ O .N+ ... .e n a 9 m CD r r r r r s n CU N tD (U N N c a iy cr oh @ @ o f° t° m m CD (� @ (D (n y _r CD m °) m o oSS D i C2 CD Q ? S 0 J 1 A CC S O m N 3 a a j i o x CD�. m O a 0 o �'� ° z E c °� 0 o ,0.. — A A A!7k "' "' m o r N ' O Eri N T. N <� < <.,fD�• d CD � CL 2 n (D W O o m -4(D V ?Z VCA11) =CD (!1 A On ;r,:3 O n A= (DO X3 W f�D U, O� 7� (F)a) 2. La a 0) O rn�n� o rnN� cp_ L < A O 7 A C O 7 C :7 N' O CB CD CC CD 0 o D� D� Da < D �_"_" 'mm-mi ' o0Ecc ' N ° 3D�D 3 D 3 3 O,c rr m o CD �X (D�c <X (D T X -n - -n<a) „iu � a_ 2 7 N Vt 7 ?. V � WED V i d -i c CL a�, N a-- -0,113 m O N N x O 0 OD (A� O r r'F DTi D o D n C W o Cl) N ' V m m os D p1 rn m a, Ln iv o .� (00 V v�`� f1 � m � C Q O n rn C N N j O O 1CD O A �7 w w w+(0 Q �1 o ao rn F N N (D ' co CD D rn 1.9 su C1 1 V V OOo CJ1 w co -4. v CJ to (O U1 v a) d {n .+ co L (cD A Q, V (D O 00 :74 00 O O W N 41 O O OJ Lrl W D e R.N O X a) 0 7Q N O 1 N A 3 (D X 3 (D X 3 �+ N 3 ,O o�-1• o3r'. o3 n° 3� 3 1 D CD (y CC (s a E '+ ( ((D tir v� DS ��ny n c C (� (D m c � c c ;mQ = O > > > ? - N CD E N fD < < to 3 7 `.( N O ^ aC i e m � CD ||x ) \ } (D / ) \3 !/ E | (D v ) § to' ' ! i\ , �z � © \ & . | \ k _ 7 C m \ , r 3 Q / } { « � . m co _ > — k e | / \ 3 z c \ k , ; ƒ 7 � A Cl) | o \� \\k \� �/_k � ° ° _-—n'a k c _ \° | 1ms= s =- ca ■ _ n . ,E= o -EI >Q0,f c \ . 0 5a) 0 [ /£'£ § 7 . j['p {m3 (n< # 2 @ e°� « - \ a § # � : (nI ■ a moowm £ © } � 0�\ \ \ | to o. . / £ ` Q \ k @ ' / 0� } \ E w - ow ■ ( 7 ± a� o 4US , a e k §| § t \ CA \ cn $ t d / . � - / \ | % m m k D } g. § §| \ \ < E . 2 / 7� $ a * a E rl --i C) X CD mo Z O1 fD 3 EZ 0 > R. CD CL=-,< m = o c o 0 :D- cn =r o =I x z m D C) rj -4 0 0 0 U)(D a 0 o ° (D 0 a) cD 3 ui*,< a' in 3 3 �3 !� 0`< c'O, =3 m 3-a @ 6 -a-m-o cD am cD 0 CD 0 W r- I CD 0).0 C o 0 m D _1�0 :3 0 in a 0 n 0 =1 co 5-0 0 0 cr cn 0-CL cn 0'0 _j.n to�D x"T 0 M ED Cn CD CL 0 0 aw 0 < in --j w M �o < OW 0 6 1 -. ID� ID a M M •0 07:, a 53,9 - D_ COD 0= (D - U5 CL a w D �:l CD f Q. =- =M cr 3 En 0) F2: CCDL E3 :3 EO CL=t 5j. 0, 5.(D < 0 0 (n a) w -0 0, CD 25.< 3 CT (D W o_ CD 6,0 r� < CD co CL" (D 'p 3 Er c cr- 0 3 wo - _2� =:3 B 5-om :2 - - - < 0 < -5 m 0 =1 •l< 0•(n 10 z 0 21 Lo a) En m fn 77 < U=-!� :E U) ID =�0 0 .5, - 0 < -* (D v =1 {D SO 10 = a > Er @ c -5,::r E3 c: 0 3 3 8 0 0 m < g5.m = 2(o Q m < So 0:7 m (2'2- 0 w 0 w 3 0 m 0 rD:1 - w o o 0) �L .3-. M 3 0_ cn 0 Z� E' 5. 101) CD CL CD CD w a) a-Cl) a CL M,4: 0 - 3,0 0 - a. 03 -5 0 =r m 3 0(n 0 w W CD 0 0 C: - o o 0 , UV 0 w C'n 5 cc 0 Q(D = ;. , 0 Z (D ECD aCL S -M 5: = CL 1D 0 <D "=;;,r_r @ -. r 13) - =$ w =r v =40 xD 6 (D F- 0 0 '(D (on CL 0 D :3 CD < (D :r,; -n W, > R 3 S7 a CO 00-0 &C CD 0 10D CL 0 U) 0) CL w m 0 0 CD 0 0 IT 181 50 CL M 0 =.< 0 Z a) (1) 'r (D -2 C :3 CL <D <1 C)-COD =W) 0• pro =r 'o >-0, 0-3 o < CD o < w s 0 CD :3 CD =,D, .5 0. RL o 0 5 � . _ID (D M CD CD (b 5*0 Q) a 0 a�0, < C.) > D IR o 5 2 0, C) 0. og, ; � uo * 0 zro rD W Q_CD -W 0 < 1E� 0 M = fn U) 5*0 F ° ?ID ID O Kp w 0 < cn 0 o­0 0-0 CD C W 2D �� FD U) m CD C co o 01 M< CD 0 =r w m 0 CD CZD -0 ;1,C<D >()M 0 0-�� CD en 3 CnZ�S4 CL S-il c CD =r 0 CD CD - 0 2 Cl) 0 M�(D 0 < 0 CD fA 0 rp 8 w -fp 0 (D m 3 :3 q 0 :E 01 -.1 IR a, a 6 M 0 CL(D < (D ID 0 > 0' cn 3 -0 =3 ZED =r (D um 3 0 - -US:7 m M, , -* -@ 0 (D -0 2,oz 0. 21, 0 a 0 (D ='<D C, M Z; �o 3 @ w m En 0 w -2, W = o 0 =1 0 Y) (D ;E' X a CD-5' FL U) F 0 0 W C CD ­0 — =r (D 3 :M 0-8 C-zp CR.5 0--. . w cc,6 :3 CO (n CD Er CD U) 3 0 <D cn 0 < < 0 CD < H5' SD Z 0 W > (n 0 -to m C: 0 _-T C 0 D CD 0 (D SU 'V o 2 3 a.-.- w - - , w -@ �L w w co 0 m �E in 0 m w 0) CO_n 0 2) C,) ID et "-cl (D CL 0 (n mz;�_c -V B_ E!,Er 3 0 3:0 3�CD 0 C)S a) :cn�'Cor-3 0 C) 0 0 2 M C 0 R3 0 ID Cn(D X'nD CD C:Dj 3 55 m CL(D CD 5.CL 0 C 0 CD CL o a- FD en 0 �n c CL CL 0 3 , 0 C<L 0 =r CD En En 0 w',cr 0 = -. , C L CDs 0 rDr o° ° J tn 0 0 3 a F w 0 Ft < O 2. CD (D CD m m w t7•o :3 CD M M 0 c w w 0 (D =r la-��U) '0 S 'M CD CD I'D (<tl CD U) 0- tn (D CD 3 > :0, 05 D) - @ 0 > In CL CD w CL 74; ful 'a 0 < 0 3 U)-0 (D cr z In c) cD 3 :3 cD w o w M m C) 3 0 0 0 (D CD ;a ID Q 0 0 a 3 2 w w c 3 CL 0 0) -0 3 3 m 0 OZM 0 C: cr C.) :3 -0 CD cr,< 0 0 !A o 0 < 0 0 CL 5m-`<(D CD C: < 1) =r _<si ID CD 42 E (D 0 ;Y 0 (D to CL(D CL <D Cc (n : VD CD (D in Lei m to cC REV-1511 EX+(10.09) pennsylvania SCHEDULE H DEPARTMENT OF RETURN FUNERAL EXPENSES AND RESIDENT EDEN TURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Donley, Nancy R. 21-13-0835 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached 1,493.04 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Susan D. Craig Street Address 24 Kensington Square city _Mechanicsburg State PA ziD 17050 Year(s)Commission Paid 31,683.89 2. Attorney's Fees Bogar and Hipp Law Offices 14,700.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State ZID Relationship of Claimant to Decedent 4. Probate Fees 308.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 6,203.77 See continuation schedule(s)attached TOTAL(Also enter on line 9, Recapitulation) 54,389.20 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Donley, Nancy R. 21-13-0835 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Floral Garden Florists-flowers for funeral 165.41 2 Thompson Memorials, LLC-gravemarker 1,327.63 H-A 1,493.04 Other Administrative-Costs 3 Cordier Antiques and Appraisals-appraisal fee 142.50 4 Cumberland Law Journal-Executrix's Notice 75.00 5 Henderson&Company Jewelers-jewelry appraisal fee 60.00 6 Masland&Barrick-bill to maintain the Decedent's assets 1,300.16 7 Michael J.Lawler, N. P.-medical bill 13.48 8 Michael J. Lawler, N. P.-medical bill 85.00 9 Michael J. Lawler,N.P.-medical bill 80.23 10 RESERVES:-Costs to conclude administration of estate,including preparation and filing of 3,000.00 final personal income tax returns and fiduciary income tax, preparation and filing of Court Accounting 11 The Sentinel-Executrix Notice 157.68 12 The UPS Store-fee to ship items to Sara Bishop 1,283.61 13 US Postal Service-certified mail to Register of Wills 6.11 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Donley, Nancy R. 21-13-0835 ITEM NUMBER DESCRIPTION AMOUNT H-B7 6.203.77 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) REV-1513 EX+(01.10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Donley, Nancy R. 21-13-0835 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT I• TAXABLE DISTRIBUTIONS [include outright spousal o Not List sees (Words) ($$$) distributions,and transfers under Sec.9116(a)(1.2)1 See attached schedule Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. NON-TAXABLE DISTRIBUTIONS: II• A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 First Presbyterian Church 44,937.28 2 Ashland City Schools Alumni Foundation 44,937.28 3 Ashland County Community Foundation 44,937.28 4 Scholarship Fund of Alexandria City. Public Schools 44 937.28 TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 179,749.12 Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Nancy R. Donley 06/14/2013 275-38-2312 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Sara D. Bishop Niece Twenty percent of rest, 410 W. Holly Street residue and remainder, Fayetteville,AR 72703 and specific bequest of household furnishings and goods 2 Susan D.Craig Sister Twenty percent of rest, 24 Kensington Square residue and remainder Mechanicsburg, PA 17050 and specific bequest of household furnishings and goods 3 J. Kevin Donley Nephew Twenty percent of rest, PO Box 663 residue and remainder Mendocino,CA 95460 4 John T. Donley Brother Twenty percent of rest, 11 Shorline Drive residue and remainder PO Box 588 Perrysville,OH 44864 1 LAST WILL AND TESTAMENT I,NANCY R.DONLEY,currently of Arlington County,Virginia,do hereby make,publish and declare this to be my last will and testament, and hereby revoke all wills and codicils heretofore made by me. ARTICLE 1 I direct that my body be cremated and that my ashes be buried at the James E. Donley plot at Ashland Cemetery, in Ashland, Ohio. ARTICLE 2 I direct that my just debts and funeral expenses be paid as soon after my death as maybe practicable,except for any debts secured by pledges of real or personal property. Such secured debts shall either be assumed by my heirs or devisees as a charge against the property securing them,or shall be paid by my Executrix as a-charge against my estate,as my Executrix,in her sole . discretion, shall deem advisable. ARTICLE 3 A.. I bequeath all of my tangible household furnishings and goods, including,but not limited to my oriental rugs,jewelry,clothing,personal effects,and other tangible household items, but specifically excluding cash and securities,to my sister,SUSAN D.CRAIG,of Mechanicsburg, Pennsylvania,and to my niece, SARA E.BISHOP,of New York City,New York,or to whichever of whom shall survive my death, to be divided equally between them, or as they may otherwise agree. B. If my sister, SUSAN D. CRAIG, and my niece, SARA E. BISHOP, each fail to survive me, I bequeath all of my household furnishings and goods to the residual beneficiaries i listed herein below in Article 4, who survive my-death, to be divided as provided in Article 4. I Page 1 of 6 i ARTICLE 4 I devise and bequeath all of the rest and residue of my estate,real and personal,as follows: A. I direct that eighty percent(80%)of such rest and residue be divided into as many equal shares as may be necessary in order to provide one share for each of following individuals surviving my death: 1) my sister, SUSAN D. CRAIG; 2) my brother, JOHN T. DONLEY, of Perrysville, Ohio; 3)my niece, SARA E. BISHOP; and 4) my nephew, J. KEVIN DONLEY, of San Francisco, California. B. I direct that twenty percent(20%)of such rest and residue be divided into as many equal shares as may be necessary in order to provide one share for each of following entities surviving my death: 1)the FIRST PRESBYTERIAN CHURCH, in Ashland, Ohio,in memory of my parents, James E. Donley and Lois C. Donley; 2) the ASHLAND COMMUNITY FOUNDATION in .Ashland, Ohio; 3) the ASHLAND CITY SCHOOLS ACADEMIC. FOUNDATION in Ashland Ohio; 4) the SCHOLARSHIP FUND OF ALEXANDRIA, for the Alexandria City Public Schools in Alexandria, Virginia. ARTICLE 5 A. I nominate my sister;SUSAN D. CRAIG,to-serve as Executrix. No surety shall be required upon the bond of my Executrix nominated in this will,if permissible by law. B. In the event SUSAN D.CRAIG shall fail or cease to act as Executrix for any reason whatsoever, then I do hereby nominate and appoint my niece, SARA E. BISHOP, to act in that capacity. C. If it should be required by law that there be a resident fiduciary with respect to any appointment made herein of a non-resident fiduciary,then such non-resident fiduciary shall select.a i I i Page 2 of 6 j resident fiduciary to serve with or for the non-resident fiduciary, with the-resident so selected to serve without surety or security on any bond that may be required by law. D. If ancillary administration be required in any jurisdiction in which my Executrix shall be unable or unwilling to qualify,then my Executrix shall designate in writing the person or corporation to act as ancillary Executor,with all of the powers and immunities of my Executrix as may be specifically delegated by such written designation. Except as otherwise directed by my domiciliary Executor, upon the completion of such ancillary administration, all assets under the control of my ancillary Executor shall be transferred or paid over to my domiciliary Executrix for final disposition in accordance with the terms of this will. E. I direct my Executrix to pay all inheritance, estate, succession and legacy taxes, including penalties and interest, in any jurisdiction, imposed by any law, upon property passing under this Will or otherwise,testamentary or non-testamentary, and to charge such taxes as a part of the expense of administration. I also direct that my Executrix shall not require that any part of such taxes be recovered from,paid by,or apportioned among the recipients of,or those interested An, such property. F. I authorize my Executrix to enter into agreements with appropriate government authorities and to make such elections,to exercise such options and to take such deductions as may be available on estate, inheritance and income tax returns, all in such manner as to my executor may seem most advisable with respect to taxes. G..' My.Executrix is empowered to do all things necessary or convenient for the orderly and efficient administration of my estate. In addition to all the discretions and powers enumerated in § 64.1-57 of the Code of Virginia(1950) or amendments thereto as in force at the time of my death, which is specifically incorporated herein by reference, I authorize my Executrix, with i Page 3 of 6 I i respect to any and all property,including real property,at any time constituting part of my estate,to hold and retain such property;to sell and dispose of the same at public or private sale at such prices and on such terms as to such fiduciary shall seem proper without court order and without any bond being required;to make partition, division, or distribution in kind or in cash or partly in kind and partly in cash,and such fiduciary's judgment as to what shall constitute a just and proper division or apportionment shall be conclusive. ARTICLE 6 A. Any beneficiary who fails to survive me by 120 hours shall be deemed to have predeceased me, and the gift to such beneficiary.shall be disposed of accordingly. B. The term"tangible personal property"shall be construed as not including any such property that,in the determination of my Executrix,is(i)held primarily for investment purposes or (ii)used in connection with any business in which I may be engaged or in which I may have any interest at the time of my death. C. The expenses of my last illness,my written charitable pledges,and the expenses of a funeral appropriate to my station in life and custom of living(including a suitable monument or marker for my grave) shall.be paid by my Executrix. D. As used in this will, the male gender shall include the female and the neuter, the singular shall include the plural, and vice versa. IN WITNESS WHEREOF, I have hereunto set my-hand and seal to this,my last will and testament, consisting of this and Motherpages, this /.MAay of i - SEAL NAN Y R. gp`NLEY I I Page 4 of 6 ii I li it The foregoing will was subscribed, published and declared by the Testator as and for Testator's last will and testament in our joint presence and we, in Testator's presence and in the presence of each other and at Testator's request, hereunto subscribe our names as attesting witnesses thereto. WITNESS: ADDRESS: s C � 3�5 5, S Av� VA z i rS�'Py1 3 S. &trxt:o,rJ ST. ArkP,g6k,i VA 2 Z-o - i LI - I� Page 5 of 6 I� COMMONWEALTH OF VIRGINIA COUNTY OF FAIRFAX: Before me, the undersigned authority, on this day, personally appeared NANCY R. DONLEY, CAri 54;nc C ,ghc(e Man , L s-44 B. AridfrSan , and S,54r, b, C ca i 9 , known to me to be the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument and, all of these persons being by me first duly sworn, the Testator declared to me and to the witnesses in my presence that said instrument is Testator's last will and testament and that Testator had willingly signed and executed it in the presence of said witnesses as Testator's free and voluntary act for the purposes therein expressed; that said witnesses stated before me that the foregoing will was executed and acknowledged by the Testator as Testator's last will and testament in the presence of said witnesses who, in Testator's presence and at Testator's request, and in the presence of each other, did subscribe their names thereto as attesting witnesses on the day of the date of said will, and that the Testator, at the time of the execution of said will,was over the age of 18 years and of sound and disposing mind and memory. NANC R. 1P14LEY, Testato Witness Witness Witness Subscribed, sworn and acknowledged before me by the Testator and witnessed,this 19, � day of 1prurc r y , 2005. . Notary Public I I My Commission Expires: • � I Page 6 of 6 - li