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12-17-13
REV-1500 1505610140 °` "�""'� OFFICIAL USE ONLY PA Department of Revenue Cdunly Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PG BOX 280601 2 1 1 3 0 3 7 8 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 3 2 1 2 0 1 3 0 6 0 3 1 9 1 9 Decederd's Last Name Suffix Decedears First Name MI C R E N S H A W L E 0 N (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Sulfas 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 Q 1.Original Return 2.Supplemental Return 0 3.Remainder P Return(Date of Death ❑ 4.Limited Estate 4a.Future Interest Compmmise(date of 5.Federal Estate Tax Return Required death after 12-1232) © S.Decedent Died Testate ❑ 7.Decedent Maintained a Living Trust 0 B.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach COPY of Trust.) 9.Litigation Proceeds Received 10.Spousal Poverty Credit(Date of Death E] 11.Election to Tax under See.9113(A) Between 1231-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDEKE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number I V 0 V 0 T T 0 I I I 7 1 7 n �2 4 3 33 4 1 � REGIST F 10101S(/$E ONLYri 7 Cn rr. First Line of Address :=7 - m f— n r.1 1 0 E A S T H I G H S T R E E T Second Line of Address ATE FILb . Y•I City or Post Office State LP Coda t C A R L I S L E P A 1 7 0 , 1 3 a n Corresponderd's email address: I0T'r0 lAARTSONLAW COM Under ponalles of Perjury.I declare amt 1 hew,examined Ihm realm,hwuds9 aammpany7n9 sdreduNs end stalemenft aid to are best Mmy knowledge end belief, hNtrue,conectard,w,#eN.Deda* of prepanvother than the personal rePeseemdw mbawd on all Indonnadon ofwhtrh weparer has arty Wxwtedge. SIGW1'[URE OF PERSON RESPONSIBLE FCPi-7 EjU"� 3 AD �l SS 42A DANDRIDGE TERRACE ALEXANDRIA VA 22039 SIGNA E P OTNER THAN REPRESENTATIVE ADDRESS 10 EAST HIGH STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610140 1505610140 Continuation of REV-1500 Inheritance Tax Return Resident Decedent LEON CRENSHAW - 21 13 0378 Decedent's Name Page 3 Ffie.Number Correspondents Name Daytime Telephone Number I V 0 V 0 T T 0 I I I 7 1 7 2 4 3 3 3 4 1 First line of address 1 0 E A S T H I G H S T R E E T S=nd line of address City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Conespondent's etnall address:I O T T O W M A R T S ON L A W.CON ltMer penaldes dperpay.l declare drel I Aare exvn!nW Nb ratum hmuding abomr�ambg sohedWesand statemNds,and m lire best of my Imordedga and Eeffel. A b true,mnegaw canpbte.Dederetlon of pmpa2roBrerdren dre personal mpraet'ire Is based wag Aderlllafxln olwldtli laeparerhas erryferoMedge. SIG ATURE OF PERSON RESPONSIBLE FOR FILING RETURN OATS �d- ��� 7Yl e) �LC .10 r 3 ADDRESS 13393 GANDALL COURT MANASSAS VA 20112 Name Daytime Telephone Number I V 0 V 0 T T 0 I I I 7 1 7 2 4 3 3 3 4 1 First fine of address 1 0 E A S T H I G H S T R E E T Second fine of address City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Correspondent's a mall address:10 T T 0 a M A R T S 0 N L A W-C 0 M UnderpenalPm olpeduty,I declare Bret I have examined this mWm.AidudhiB ao.orr�3utMA smedufes8rdobdeme., erreto Nebestofmr aandbeW, d b true.torracl and dompcte.Declaration of mararmher Nan Bre persdrel repre90nNdY0 is based m all Inbnnadon of skim Prepamr has arty k0fiedg& SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS 2801 NORWOOD HILLS LANE VALRICO FL 33596 Continuation of REV-1500 Inheritance Tax Return Resident Decedent LEON CRENSHAW 21 13 0378 Decedent's Name Page 3 Fla Number Correspondents Name Daytime Telephone Number I V 0 V 0 T T 0 I I I 7 1 7 2 4 3 3 3 4 1 First line of address 1 0 E A S T H I G H S T R E E T Second line of address City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address:I0 T T O a 11 A R T S O N L A W-C 0 M Under pemM%ofpedmy,Itle I that I have examined this return,blduding eoomnpanying sdedules and slalemNds,and to tire best of my mowtedgeand belle(, I Istnre,coned and compista.Dedaretion of preperer Oar than the personal repnuentaft b based on all Inkmetion of which prepaner has any fie. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS 13393 GANDALL COURT MANASSAS VA 20112 Name Daytime Telephone Number I V 0 V 0 T T 0 I I I 7 1 7 2 4 3 3 3 4 1 First One of address 1 0 E A S T H I G H S T R E E T Second line of address City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Correspondents e-mail address:10 TT 0 al M A R T S 0 N L A W-C 0 M Under penaNes orpefmy,I dedere VW l have Bu mh ed this realm,hlcbWfirg accompanying schedules and statemema,and to the best of my knowledge and belief, Obbue, and complete.Dedimiden ofpreparer other than thepersonal representative is based on as information ofwhkh preparer has any knowledge. SIGMA REOFPER IB F ILI RETURN A 80 NO OOD HILLS LANE VALRICO FL 33596 1505610240 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: LEON CRENSHAW RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 1. 2 5 5 0 0 0 , 0 0 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . 1 0 5 9 8 7 8 , 2 4 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. 4. Mortgages and Notes Receivable(Schedule D) 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 7 8 4 9 5 , 9 9 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 0 . 0 0 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 1 8 2 4 3 2 , 7 2 (Schedule G) ❑ Separate Billing Requested . . . . . . . 7. 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . ... . . . . . 8. 1 5 7 5 8 0 6 , 9 5 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . .. . . . . . . . . 9. 9 7 5 7 7 . 4 1 10. Debts of Decedent,Mortgage Liabilities,and Liens Schedule I 10. 1 6 8 8 . 7 5 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . .. .. . . . . . . . . . . 11. 9 9 2 6 6 . 1 6 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . .. .. . . . . . . . . . . . . . . 12. 1 4 7 6 5 4 0 . 7 9 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . .. . . . . . . . 14. 1 4 7 6 5 4 0 7 9 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 _ 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X.045 1 4 7 6 5 4 0 . 7 9 16. 6 6 4 4 4 . 3 4 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 0 0 19. TAX DUE . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 6 6 4 4 4 . 3 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 1505610240 1505610240 J REV-1500 EX(F4 Page 3 File Number Decedent's Complete Address: 21 13 0378 DECEDENT'S NAME LEON CRENSHAW STREET ADDRESS 2 CROWN VIEW _ CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 66,444.34 2. Credits/Payments A.Prior Payments 55,000.00 B.Discount 2,894.65 Total Credits(A+B) (2) 57,894.65 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. if Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 8,549.69 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ...................................................................... ❑ X❑ b. retain the right to designate who shall use the property transferred or its income ............................ ❑ X❑ c. retain a reversionary interest .................................................................................................. .. ❑ X❑ d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ X❑ 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ N1 3. Did decedent own an"in trust for'or payable-upon-death bank account or security at his or her death? ......... ❑ ❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑X ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(1)], For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a 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 F2 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-1502 EX-(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: LEON CRENSHAW 21 13 0378 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. Real property located at 2 Crown View,North Middleton Township, Cumberland 205,000.00 County, PA,known as Tax Parcel No.29-06-0019-038,being described in Deed dated 12/14/2001 and recorded in Cumberland County, PA,Deed Book 249,Page 3127,and being conveyed to Leon Crenshaw and Marianne L.Crenshaw,husband and wife. Marianne L. Crenshaw died on 12/26/2006 leaving title solely vested in Leon Crenshaw. See attached Settlement Statement. 2. Real property located at Cedar View,North Middleton Township,Cumberland County,PA, 50,000.00 known as Tax Parcel No.29-06-0019-037,being described in Deed dated 01/04/2002 and recorded in Cumberland County,PA,Deed Book 249, Page 4947,and being conveyed to Leon Crenshaw and Marianne L. Crenshaw,husband and wife. Marianne L.Crenshaw died on 12/26/2006 leaving title solely vested in Leon Crenshaw. See attached Settlement Statement. TOTAL(Also enter on Line 1,Recapitulation.) $ 255,000.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT REVENUE INHERITANCE STOCKS & BONDS INHERITANCE TAX AX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER LEON CRENSHAW 21 13 0378 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Investments,Account No. 097-496898 59,110.81 See attached. 2. Morgan Stanley,Account No.410-055583-003 871,198.79 See attached. 3. Morgan Stanley,Account No.410-055583-003 15,403.00 See attached. 4. U.S. savings bonds,5 Series HH and 58 Series EE 114,165.64 See attached. TOTAL(Also enter on Line 2,Recapitulation) $ 1,050,8704 If more space is needed,insert additional sheets of the same size REV-1508 EX-(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: LEON CRENSHAW 21 13 0378 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Bank checking account no. 5140182742 54,519.46 See attached. 2. Cash-Morgan Stanley Account No.410-055583-003 on date of death 16,466.33 See attached. 3. Coins-face value 176.00 4. 1992 Cadillac Deville-value from NADA Guides 1,925.00 5. Personal property 1,000.00 6. U.S.Department of Treasury-2012 refund 1,680.00 7. Pennsylvania Department of Revenue-2012 refund 82.00 8. Direct Energy-refund 37.37 9. Comcast-refund 163.23 10. Countryway Insurance-refund 146.00 11. American Modem Insurance-homeowner's insurance refund 163.73 12. Miscellaneous deposit 86.25 13. County tax proration-2 Crown View property 119.43 14. School tax proration-2 Crown View property 1,813.07 15. County tax proration-Cedar View vacant lot 106.91 16. School tax proration-Cedar View vacant lot 11.21 TOTAL(Also enter on Line 5,Recapitulation) $ 78,495.99 If more space is needed, use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent LEON CRENSHAW 21 13 0378 Decedent's Name Page 1 File Number Schedule E -Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. Department of Veterans'Affairs life insurance policy-beneficiary Marianne Crenshaw, deceased 0.00 payable to the Estate($1 0,118.82) 18. All American Insurance-life insurance policy-beneficiary Marianne Crenshaw,deceased 0.00 payable to the Estate($687.50) SUBTOTAL SCHEDULE E GRAND TOTAL SCHEDULE E $ 78,495.99 REV-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER LEON CRENSHAW 21 13 0378 This schedule must be completed and fled if the answerto any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % DECUS EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH ACOPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST UFAPPUCABLEI VALUE 1. Allstate Variable Annuity,Contract No.2080425 182,432.72 100.00 182,432.72 Beneficiaries: Sylvia Schneider(33.3%),Linda Mazzucchi (33.3% and Jennifer Cook(33.3%),all daughters of decedent TOTAL (Also enter on Line 7,Recapitulation) $ 182 432.72 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER LEON CRENSHAW 21 13 0378 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home, Inc. 9,066.32 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Years)Commission Paid: 2. Attorney Fees: Martson Law Offices 48,039.00 3, Family Exemption:(if decedents address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: Register of Wills,Cumberland County 613.50 6 Accountant Fees: 6. Tax Return Prsparer Fees: Boyer&Ritter-2012 personal income tax returns 1,265.00 7. Cumberland Law Journal-legal advertising 75.00 8. The Sentinel-legal advertising 221.40 9. Landex title search 0.47 10. Stock valuation reports 98.00 11. Register of Wills, Cumberland County-additional short certificates 10.00 12. Transfer tax-Cedar View vacant lot 500.00 13. Robin K. Sollenberger-tax certification fee for Cedar View vacant lot 5.00 14. Overnight mail fees-Cedar View vacant lot 120.00 15. Well Done Lawn Care-pending sale of 2 Crown View 505.00 16. PPL Electric Utilities-pending sale of 2 Crown View 625.59 17. PPL Electric Utilities-final bill at 2 Crown View 24.81 18. 1 Countryway Insurance Company-pending sale of 2 Crown View 165.00 TOTAL(Also enter on Line 9,Recapitulation) E 97 577.41 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent LEON CRENSHAW 21 13 0378 Decedent's Name Page 2 File Number Schedule H -Funeral Expenses &Administrative Costs -B7. ITEM NUMBER DESCRIPTION AMOUNT 19. American Modem Insurance-pending sale of 2 Crown View 673.01 20. North Middleton Authority-pending sale of 2 Crown View 249.21 21. UGI Utilities, Inc. -pending sale of 2 Crown View 358.84 22. UGI Utilities, Inc. -final bill at 2 Crown View 68.14 23. Robin K. Sollenberger-real estate taxes pending sale of 2 Crown View 2,921.25 24. Allied Waste-pending sale of 2 Crown View 99.46 25. Comcast-pending sale of 2 Crown View 303.07 26. Advanced Disposal-pending sale of 2 Crown View 41.97 27. Keller Williams of Central PA-real estate commission on sale of 2 Crown View 6,150.00 28. Miller&Associates Real Estate,LLC-real estate commission on sale of 2 Crown View 6,150.00 29. Pinnacle Land Transfer LLC-document preparation for sale of 2 Crown View 115.00 30. Transfer tax-sale of 2 Crown View 2,050.00 31. Tax certification fee-sale of 2 Crown View 10.00 32. North Middleton Authority-final sewer/water at 2 Crown View 124.62 33. Home Warranty Plan-sale of 2 Crown View 489.00 34. Brehm-Lebo Engineering- survey properties 1,478.00 35. House cleaning-pending sale of 2 Crown View 315.00 36. Angel Home Solutions-work done at property pending sale of 2 Crown View 1,608.55 37. Carlisle Glass-window repairs pending sale of 2 Crown View 180.20 38. Ace Chem-Dry-carpet cleaning pending sale of 2 Crown View 220.48 39. Stover's Pool and Spa-repairs pending sale of 2 Crown View 115.00 40. Handyside Plumbing- installation of sump pump at 2 Crown View 684.72 41. Sylvia Schneider-reimbursement for estate administration expenses 4,391.00 42. Linda Mazzucchi-reimbursement for estate administration expenses 2,191.62 43. Jennifer Cook-reimbursement for estate administration expenses 4,905.18 44, Register of Wills-additional probate 350.00 SUBTOTAL SCHEDULE H-137 36,243.32 REV-1512 EX-(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER LEON CRENSHAW 21 13 0378 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Discover card-account payable 909.61 2. PPL-account payable 83.83 3. Outstanding checks on PNC Bank checking account no. 51-4018-2742 as of date of death. 695.31 TOTAL(Also enter on Line 10,Recapitulation) $ 1,688.75 If more space is needed,insert additional sheets of the same size. REV-1513 EX-(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: LEON CRENSHAW 21 13 0378 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Sylvia Anne Schneider Lineal 492,180.27 4214 Dandridge Terrace Sch. G,Item 1 and Alexandria, VA 22039 1/3 ofresidue 2. Linda Leigh Mazzucchi Lineal 492,180.26 13393 Gandall Court Sch.G,Item 1 and Manassas,VA 20112 1/3 ofresidue 3. Jennifer Alice Cook Lineal 492,180.26 2801 Norwood Hills Lane Sch. G, Item I and Valrico,FL 33596 1/3 ofresidue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. H. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. F MLESNATAFILDEswte FW ingM82.4.will.2007 LAST WILL AND TESTAMENT I,LEON CRENSHAW,of North Middleton Township,Cumberland County,Pennsylvania, being of sound and disposing mind and memory,do hereby make,publish and declare this to be my Last Will and Testament,hereby revoking any and all former Wills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes(whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executrices shall have no duty or obligation to obtain reimbursement for any such tax so paid,even though on proceeds of insurance or other property not passing under this Will. 2. I give,devise and bequeath all of my estate,both real and personal property, in equal shares absolutely,unto my daughters,SYLVIA ANNE SCHNEIDER,LINDA LEIGH MAZZUCCHI,and JENNIFER ALICE COOK.In the event any of my said daughters shall predecease or fail to survive me by thirty(30) days, then her share be distributed to her issue, per stirpes, and in default of any such then-living issue,such share shall be distributed to my surviving daughters under the terms of this Item 2. 3. 1 nominate, constitute and appoint my daughters, SYLVIA ANNE SCHNEIDER, LINDA LEIGH MAZZUCCHI, and JENNIFER ALICE COOK, as co-Executrices of my estate. 4. I direct that my Executrices shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 5. 1 authorize and empower my Executrices, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments ofwhich I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in [Initials Page 1 of 3 Pages regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate;to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash,property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executrices consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to cant'out any of these powers. In addition, I direct that my Executrices shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this /G di day of \ y x007 . �J an ua"/ (SEAL) Leon Crenshaw SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testator,as and for his Last Will and Testament,in the presence of us,who at his request,have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. C\\� �z: { 1 Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We, Leon Crenshaw,No V. Otto III,and har f t Ge the Testator and the witnesses,respectively,whose names are signed lo the foregoing instrument,being first duly sworn,do hereby declare to the undersigned authority that the Testator signed and Executricesed the instrument as his last Will and that the Testator has signed willingly,and that the Testator executed it as his free and voluntary act for the purposes therein expressed,and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Le C enshaw, Testator Witness GA C24e=L) Witnes Subscribed, sworn to and acknowledged before me by Leon Crenshaw, the Testator, and subscribed and swom to before me by No V.Otto III and 111 a r y 11) , pr'1 Ce, the witnesses, this 16 day of Jk&"a f� ,2eY)7 . Notary Public E OTARIAL SEAL MYERS,NOTARY PUBLIC O,COUNTY OF CUMBERLAND SSION EXPIRES MAY 27;2007 Page 3 of 3 Pages ,. pmnw.nwe b.OnwW ro,m llual W2al Ntbbbmn.uoss A. Settlement Statement U.S.Department of Housing and Urban Devolopm ra B.Type of Loan OMB Approval No.2502-0255 1. 0FHA 2. 0FmHA 3. OCmv.Ursine. 6.Fib Number 7.Loan Number B Morgage Insurance Case Number 4. VA 5. Cont.Ins. 0RT•722/ C.NGte: nmhriaM1et'(p.00l.an pelOaWblMtloYp,Ary.n Yannmb,blo,nenonWNW YAMnmbdtltlb MlMN. TlteFxpres66eNemml S)'etPlll WNNNry:Xb.MrnbbMrip/mW WUbY.rtnY.b ONWWeNIrur ftn W ar.burin W.v ipm w.wwpn an n.. r a.bw:Tw IOU,S.CW!S.Nbi Printed 11)0612013 of 08:59 BINS D.NAME OF BORROWER: ISHA Enterprises,Inc, ADDRESS: P.O.Box 25970,Scottsdale A2 85255 E NAME OF SELLER: Estate of Leon Crenshaw ADDRESS: F.NAME OF LENDER: ADDRESS: G.PROPERTY ADDRESS: 2 Crown View,Carlisle,PA 17013 North Middleton Tmnshlp H.SETTLEMENT AGENT: Apple Leaf Abstracting b Set lon ent Co.,Telephone:717.3348098 Fax:717.3344040 PLACE OF SETTLEMENT: 28 West Middle Street.Gethnsburp,PA 17325 I.SETTLEMENT DATE: 11112/2013 SUMMARY ORRO ER' TRANSACTION: K.SUMMARY OF SELLER'S RANSA N: 100.GROSS AMOUNT DUE FR0M BORROWER 400.GR0SS AMOUNT DUE TO SELLER 101. Contract sales prim 1 205000.00 401. Contract sales prim 205000.00 102 Personal pnoperry 402 Personal 103 SaltlemaM charges,to bmower m1400 3864.50 403. tot. 404. 105. 405. Adjusunartus for ImmB cold by cellar m advance Adjusurnsnis for Items Paid by saber In advance 107. County taxes 11112113to12131113 119.43 407. County but 11112113tol2f31113 119A3 108. School Taos 111121131o0N3Ni4 1813.07 408, School Taxes 11112M3t0QW0114 1813.07 ID9. 409. 110. 410. 111. 411. 112 412 120.GROSS AMOUNT DUE FROM BORROWER 210 797.00 420.GROSS AMOUNT DUE TO SELLER 206 3230 200.AMOUNTS PAID BY OR ON BEHALF OF BORROWER 600.REDUCTIONS IN AMOUNT DUE TO SELLER 201. Depositorearnestmoney 2000.00 501. Excess Oe tseeirshdone 202 Pnncipel amoulnof new loam 502 SeMement dl m ee6er me 1400 1510832 201 Existing a taken subiect to 503 Existing loan(s)taken su'ectm 204. 504. PapffofFirslMortgageLoan 205, 505. Pavolf d second morlaage loan 206, 505. 207. 507. 206. ma. 209. SW. Adjustments for Items unuld bv aeller Ad ustments for items unpaid by seller 213. 513. 214. 514. 215. 515. 216, 516, 217. 517, P18. 518. Y19. 519. 220.TOTAL PAID BYWOR BORROWER 2,000 520,TOTAL REDUCTION AMOUNT DUE SELLER 1510832 300.CASH AT SETTLEMENT FROM OR TO BORROWER 600.CASH AT SETTLEMENT TO OR FROM SELLER 301. Gloss amount dueirom baroaer m120 210 7.00 601. Grossammm dm tow lme420 20893230 302. Lessamounm 'd 8arbmavrer 1na220 000.00 602. Lena reducbm wounl due ae8er rte 520 15108.62 303.CASH FROM BORROWER 208j97.00 1 603.CASH TO SELLER 191 23.88 61ryR5�Tptel,UprE rO11N 1000 SHLEn eTAT64EM'1M YbmNb,lAnblMliMnb FKP,uM1Y bbem.rM uC h MYp4YNa1.EbN N.Miul Pvn,W 8emb1.pix.,RNd bbal.INn. Ib.all 4rvep'�IbF.Ob(iww tlp,VNOr dM�.W[YT 0mnb,wYS1 bb TMW vb/u PaEeMnlMf M101W rvl[n nWIY TIUCV6tl atl0 PM0wL0M00n 6FLLFP IaaleULfCMS MMr,W wIM ttl Ia+PIM0anWw.6bhm011/,eW V EWipN RIrciW n.fberm,brvryptlR r/w qw Imvrnlu Wnn:brdambmNS5m4 wnpw/tm.ppcNY pnalfwmlFl.Farm sasz(u�WIXSNw4olfa�m tWq� p hq�yx vumnwqu m:MbilHtlb�tlNpaYnIW P^N/°•^'PI..dMlOn.fl^Ow pnatlwW MbY.I VaYMa� gb.YYnm,�ilY amMhrselWtN,tlYeW,n beMYYalbn nN: I BEUEa16161GNATUPE161: 1 661EPI6 NE\Y NALMAD0tts : ' Y Pmvu.•tlMn.=.eEwab brm lNDl(YE6)td HetnfiMR1]p$.Q U.S.DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Fli a Number.ORT-7224 PAGE 2 SETTLEMENT STATEMENT TMeExpessSeftlementSystm Printed 1110812013 a108S9 BMS L SETTLEMENT CHARGES PAID FROM PAID FROM ' 700.TOTAL SALESMACKER'S COMMISSION based on Pite$205,000.00 6.000=12 300.00 BORROWER'S SELLERS aWon of wmmisslal gim 700 as fobw FUNDSAT FUNDS AT 701. 6150.00 to Keller Wllllams of Centni PA SETTLEMENT SETTLEMENT 702. 8150.00 to Miller Assoi tes Real Estate LLC 703. Commission Paid at Seelenlent 12 00.00 . 800.ITEMS PAYABLE IN CONNECTION WRH LOAN SDI. Loan Onainabon Fee % 802. Limn Discamt % 803. ADDraisal Fee 804. Credt ReDDA 805. 806. 807. 808 8D9. 810. 811. 900.rTEMS REQUIRED BY LENDER TO BE P IN ADVANCE 901. Inlaesl Fran to Iday 902 Mortigge rn trance Premium fw to 903. Kneed ImUralee Premium for to 901. 1000.RESERVES DEPOSITEDWiTH LENDER FOR 1001.Hazard Imunance mo. Imo 1002 Morgagelosimmm mo. Imo 1003. Tax mo.115 S hno 1004.Cwmv Pro Tea mo Imo 1005.School Tom mo. hno 1009.AwregaleAmlousAdjustnwt 0.00 0.00 1100.TITLE CHARGES 1101.SeNeme It w Cbsimi Fee 1102 Absaadw Title Search 1103.TIOe ExaminaTbn 1ID4.Title Imurenm Bmda 1105.D=RWW PmoargM to Pinnacle Lend Transfer LLC 115.00 1105.NoianFses to Alen K Pa cash 5.00 20.00 1107.AMMIN feea iwfudes above iiam No: 1108.Title Imwame to Apple Leaf Abstracting COOld Republic 1425.00 Indudm abuse boos No: 1109.LemWs Poky NONE 11 to.Owmis Poficy 205000.00 -142$.00 1111. 1112. 1113. 1200.GOVERNMENT RECORDING AND TRANSFER CHARGES 1201.ReoDdno Fees Deed 368.50 'M 'ReleaseS 69.50 1202.CiWC*urdy hudstamps Deed t2,050.W Modgage 2,050.00 1203.State Ta)dstamps Deed$2050A0 Mortoap S 2050.00 . 1204. Deed 1208 1300.ADDITIONAL SETTLEMENT CHARGES 1301.WDIIHome Impectim to Geo a M.Forney Home Inspection 315.00 1302.Tax Ca1161Wion Fee to Apple Leaf RNI Estate LLC 10.00 1303.Final Sew lWatar to North Middleton Municipal Autho' 124.62 _ 13D4.Plame Warnady Plan to NSA 489.00 170.5. 1306. 1307. 7308 100.TOTAL SETTLEMENT CHARGES fwww Ines 103 Section Jand 502 Sedlon 7864.1 15108.82 Ilbw ,..a.eamRxwls.ewrr.smr.n.neam.eeNd abMeye wbra,xa.uu•w.m.r..bxmnadrmmd.w ced..rbm.meaem�=.aawwgm. Inl�ia�/��/ IMNM WIxr aul�M1" �`>apr�l NU61 a/.�nwM SabnM ama'aTfmwrrecz(/17GL- ( ' `\�' ///LL%G�/� ��?2l�CJ• enua mamdm. ��Qp r4 . .. __ �Of VD �.u,' rxc��lsuG�'✓ eael Cox Co ARNINe:IT 194.CPIMETO1wOYlINGLY MAIa:FALSE aTAiEMExTe TOTHE iR.Ntn'1 Setl4m.n19.1 MAailM1en pnpaa b.brW�nd.wnuMd Wf lle 11ai. UNnEDSTATEAONTMe at ANYXIMEWPoaM.PENALTES UPONCw1NCIlON 1 vN au • mmwWVCln.�,a.=.Mm NY a.'med. GNCI WAFlNEWI IMp WnMENT.Pofl OETNIa 6FE TmEta; U.e.LOOE eEC110N ICeI ANDSECIIM 1016 ( a � MB NO. 2502-02 T A B. TYPE OF LOAN: U.S.DEPARTMENT OF HOUSING&URBAN DEVELOPMENT 1.QFHA 2.0FmHA 3.QCONV, UNINS. 4.QVA 5.[]CONV. INS. 6. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked"(POC]"were paid outside the closing,they are shown here for informational purposes and are not included in the totals. 10 3M (15241.1115241 V34) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Edward G.Murdock and Estate of Leon Crenshaw Caryl J. Murdock BO Long View Carlisle, PA 17013 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: Vacant Lot along Cedar View Manson Deardorff Williams Otto Gilroy&Faller Carlisle,PA 17013 June 25,2013 Cumberland County,Pennsylvania PLACE OF SETTLEMENT 10 East High Street Carlisle, PA 17013 .SUMMARY OF BORROWER'S TRANSA TION K.SUMMARY OF E LER'rT7R NSACTION 100 GROSS AMOUNT DUE FROM BORROWERr 400, GROSS AMOUNT nuE To SELLER' 101. Contract Sales Price 50,000.00 401. Contract Sales Price 50,000.00 102. Personal Property 402. Personal Property 103. Settlement Charges to Borrower Line 1400 823.00 403. 104. 404. 105. 405.Adiustments For Items Paid By Seller in advance 106. Coun fTw Taxes 06/26/13 to 01/01/14 106.91 406. Coun frw .Taxes 06/26113 to 01/01/14 106.91 107. School Taxes 06/26113 to 07/01/13 11.21 407. School Taxes 06/26/13 to 07/01/13 11.21 108. Assessments to 408. Assessments to 109. 409, 110. 41 O. 111. 411, 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 50,941.12 420. GROSS AMOUNT DUE TO SELLER 50,118.12 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500.REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money 501. Excess Deposit See Instructions 202. Principal Amount of New Loan(s) 502. Settlement Charges to Seller Line 1400 625.00 203. Existing loans taken subject to 503. Existing loans taken subject to 204. 504. Payoff of first Mortgage 205. 505. Payoff of second Mortgage 206. 506. 207. 507. 208. 508. 209. 509. us men s For Items UnDaid Bv alter Adjustments For Items Unpaid Bv Seller 210. CountyfTwp.Taxes to 510. Coun /Tw .Taxes to 211. School Taxes to 511. School Taxes to 212. Assessments to 512. Assessments to 213. 513. 214. 514, 215. 515. 216. 516. 217. 517. 218. 518. 219, 519. 1 220. TOTAL PAID BY/FOR BORROWER 520. TOTAL REDUCTION AMOUNT DUE SELLER 625.00 300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301, Gross Amount Due From Borrower Line 120 50,941.12 601. Gross Amount Due To Seller Line 420 50,118.12 52 302. Less Amount Paid By/For Borrower(Line 220) i( ) 602. Less Reductions Due Seller(Line 0) ( 625.00 303. CASH( X FROM)( TO)BORROWER 50 941,12 603. CASH( X TO)( FROM)SELLER 49 493.12 The undersigned hereby nowledge receipt f a cpmpletecl copy of ages 1&2 of this statement&any attachments referred to herein. Borrower 71w,1, .,1�7( TfiVA r4( Seller ward G. MLOock Estate of Leon Crenshaw tom, �t a Caryl J. M ck �� ^ ( , P, � ^^ HUD-1(3-86)RESPA,HB43052 1Y,.�` 1 I ` 1 Pe B2 L.SETTLEMENT CHARGES 700.TOTAL COMMISSION Based on Price ° PAID FROM PAID FROM Division of Commission line 700 as Follows: BORROWER'S SELLER'S 701. $ t0 FUNDS AT FUNDS AT 702.$ 10 SETTLEMENT SETTLEMENT 703.Commission Paid at Settlement 704. to 800.ITEMS B e T1H LOAN 801. Loan Ori ination F . to 802. Loan Discount % to 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee to 806. Mortgage Ins.App.Fee to 807. Assumption Fee to 808. 809. 810. 811. 900,ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to @ $ /day ( days %) 902. Mortgage Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 years to 904. 905, 1000,RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance a $ per 1002. Mortgage Insurance @ $ per 1003. Countyfrwp.Taxes @ $ per 1004. School Taxes @ $ per 1005. Assessments @ $ per 1006. @ $ per 1007. @ $ per 1008. $ Per iES 1101. Settlement or Closing Fee to Martson Deardorff Williams Otto Gilroy&Faller POC:S' 250.00 1102. Abstract or Title Search to 1103. Title Examination to 1104. Title Insurance Binder to 1105. Document Preparation to 1106. Notary Fees to 1107. Attorney's Fees to includes above item numbers: 1108. Title Insurance to includes above item numbers: 1109. Lenders Coverage $ 1110. Owner's Coverage $ 1111. 1112. 1113. 1200.GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 73.00;Mortgage $ Releases $ 73.00 1202.City/County Tax/Stamps:Deed 500.00;Mortgage 500.00 1203. Slate Tax/Stamps: Deed 500.00;Mortgage 500.00 1204. 1205. 1300,ADDITIONAL SETTLEMENT CHARGE 1301. Survey to 1302. Pest Inspection to 1303. Tax Certification Fee to Robin K. Sollenber er 5.00 1304. Overni ht Mail Fees to Manson Deardorff Williams Otto Gilroy&Faller 120.00 1305. 1400.TOTAL SETTLEMENT CHARGES Enter on Lines 103,Section J and 502,Section K 823.00 625.00 By signing page 1 of this statement,the signatories acknowledge receipt of a complete V�7 o page statement. Certified to be a true copy. Martson Deardorff Williams Otto Gilroy&Faller Settlement Agent (15241.1 1/34 /15241. I May. B. 2013 6: 32AM PNC Bank No. 8035 P. 2 April 30,2013 Donna Pollock donna. ollock nc.com RE: 097496898/Leon Crenshaw(Individual) Dear Ms.Pollock The value of the above-referenced account on(DOD-March 21st, 2013)Is as follows: Symbol f DOD Acclued' Ani6unt' Deslr 41on,.:. bull price 'DOD,Valua Interests — 807.750 FEI]ERA7ED MUNI 08LIGA710NS FD SS QM0S0 $ 1.00 $ 807.75 21.565 COLUM8IA ACORN CLASS A _LACAX $31.89 $ 687.71 —522.375 EATON VANCE LARGE-CAP VALUE CL EHSTX $21.07 $11,008.44 36.965 INVESCO DEVELOPING MARKETS CLASS GTDDX _D4-04 $_1.T5_839 _ 151_845 MAINSTAY ICAP INTL FD CL _ ICEVX $31.25 $ 4,745_16 1,011.430 MAINSTAY LARGE CAP GROWTH FUND_ MLAAX_ $ 8.29 $ 8,384.75 _ 60.807 ROYCE OPPORTUNITY FD SVGS CL RYOFX $13.10 T-- 57 _ __21.518 T ROWE PRICE MID CAP GROWTH_ RPMGX $62.34 $ 1,341.43 _ 54 T ROWE'PRICE MID CAP VALUE ADV_ TAMVX $26.44 $ 1,246.75 55_236 T ROWE PRICE REAL ESTATE FUND _TRREX $21.90 $ 1,209.67 1,840,134 BLACKROCK PA MUNI BOND SERVICE _ MSPYX_ $11.63 $21,400.76 349.097 FIDELITY ADVISOR FL RATE HIGH FFRTX $ 9.99 $ 3,487.48 _ 241.877 WELLS FAEGO ADVY INTL BONG FD ESIDX $11.32 $ 2,738.05 $ Grand Total Market Value+Accrued Interest $59,110,81 *Date of Death price is calculated using that days closing value. If you have any questions, please contact our Estate Resolution Desk at 800-622-7086. Sincerely, Ankit Patel PNC Investments, LLC. Estate Resolution Desk AP The summaries,prices,quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed.They are provided for Informational purposes only.Past performance does not guarantee future results. Estate Valuation - 5662.4 - Date of Death: 03/21/2013 Estate of: Leon Crenshaw Estate Valuation Date: 03/21/2013 Account: Morgan Stanley Acct. No. 410-055583-003 Processing Date: 11/04/2013 Report Type: Date of Death Number of Securities: 50 File ID: 5682.4.crenshaw.morganstanley Shares Security Mean and/or Div and int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) Unknown Symbol (BDPS) 0.00 2) 200 ALCOA INC (013817101; AA) CON New York Stock Exchange 03/21/2013 8.54000 8.45000 H/L 8.495000 1,699.00 3) 400 BOEING CO (097023105; BA) CON New York Stock Exchange 03/21/2013 85.83000 84.18000 H/L 85.005000 34,002.00 4) 100 BANK OF AMERICA CORPORATION (060505104; BAC) CON New York Stock Exchange 03/21/2013 12.84000 12.55000 H/L 12.695000 1,269.50 Div: 0.01 Ex: 02/27/2013 Red: 03/01/2013 Pay: 03/22/2013 1.00 5) 100 BRISTOL MYERS SQUIBB CO (110122108; SHY) CON New York Stock Exchange 03/21/2013 39.90000 39.68000 H/L 39.790000 3,979.00 6) 202 BP PLC (055622104; BP) SPONSORED ADR New York Stock Exchange 03/21/2013 41.15000 40.61000 H/L 90.880000 8,257.76 Div: 0.54 Ex: 02/13/2013 Red: 02/15/2013 Pay: 03/28/2013 109.08 7) 20 CITIGROUP INC (172967424; C) CON NEW New York Stock Exchange 03/21/2013 46.45000 45.22000 H/L 45.835000 916.70 8) 300 CONOCOPHILLIPS (208250104; COP) CON New York Stock Exchange 03/21/2013 61.03000 60.01000 H/L 60.520000 18,156.00 9) 750 CSX CORP (126408103; CSX) CON New York Stock Exchange 03/21/2013 24.21000 23.79000 H/L 24.000000 18,000.00 10) 200 CHEVRON CORP NEW (166764100; CVX) CON New York Stock Exchange 03/21/2013 120.98900 119.81250 H/L 120.900750 24,080.15 11) 300 DEERE & CO (244199105; DE) CON New York Stock Exchange 03/21/2013 87.97000 86.65000 H/L 87.310000 26,193.00 12) 200 DOW CHEM CO (260543103; DOW) CON New York Stock Exchange 03/21/2013 33.15000 32.46000 H/L 32.905000 6,561.00 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 7.3.1) sh. 2, z a Date of Death: 03/21/2013 Estate of: Leon Crenshaw Estate valuation Date: 03/21/2013 Account: Morgan Stanley Acct. No. 410-055583-003 Processing Date: 11/04/2013 Report Type: Date of Death Number of Securities: 50 File ID: 5682.4.crenshaw.morganstaniey Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 13) 100 DUKE ENERGY CORP NEW (26441C105; DUN) COM NEW New York Stock Exchange 03/21/2013 70.49500 69.88000 H/L 70.187500 7,018.75 14) 1600 FORD MTR CO DEL (345370860; F) COM PAR $0.01 New York Stock Exchange 03/21/2013 13.42000 13.23000 H/L 13.325000 21,320.00 15) 400 FEDEX CORP (31428X106; FIX) COM New York Stock Exchange 03/21/2013 98.99000 95.30000 H/L 97.145000 38,858.00 Div: 0.14 Ex: 03/07/2013 Rao: 03/11/2013 Pay: 04/01/2013 56.00 16) 672 FRONTIER COMMUNICATIONS CORP (35906A108; PIP) COM New York Stock Exchange 03/21/2013 3.99000 3.89000 H/L 3.940000 2,647.68 Div: 0.1 Ex: 03/06/2013 Rao: 03/08/2013 Pay: 03/29/2013 67,20 17) 400 FULTON FIND CORP PA (360271100; FULT) COM The NASDAQ Stock Market LLC 03/21/2013 11.78000 11.60000 H/L 11.690000 4,676.00 18) 100 GENERAL ELECTRIC CO (369604103; GE) COM New York Stock Exchange 03/21/2013 23.60000 23.29000 H/L 23.445000 2,344.50 Div: 0.19 Ex: 02/21/2013 Res: 02/25/2013 Pay: 04/25/2013 19.00 19) 1100 HARLEY DAVIDSON INC (412822108; HOG) COM New York Stock Exchange 03/21/2013 53.68000 52.59000 H/L 53.135000 58,448.50 20) 1000 HONEYWELL INTL INC (438516106; HON) COM New York Stock Exchange 03/21/2013 75.00000 74.44000 H/L 74.720000 74,720.00 21) Unknown Symbol (HPTC) 0.00 22) 300 ILLINOIS TOOL WKS INC (452308109; ITW) TOM New York Stock Exchange 03/21/2013 63.46000 62.45000 H/L 62.955000 18,886.50 23) 300 JOHNSON & JOHNSON (478160104; JNJ) COM New York. Stock Exchange 03/21/2013 79.50000 78.77000 H/L 79.135000 23,790.50 24) 474 14ANULIFE FIND CORP (56501R106; MFC) COM New York Stock Exchange 03/21/2013 15.02000 14.74000 H/L 19.880000 7,053.12 Page 2 This report was produced with EstateVal, a product of Estate Valuations 5 Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) Date of Death: 03/21/2013 Estate of: Lean Crenshaw Estate Valuation Date: 03/21/2013 Account: Morgan Stanley Acct. No. 410-055583-003 Processing Date: 11/04/2013 Report Type: Date of Death Number of Securities: 50 File ID: 5682.4.crenshaw.morganstanley Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 25) 200 ALTRIA GROUP INC (022095103; MO) CON New York Stock Exchange 03/21/2013 33.99000 33.75000 H/L 33.670000 6,779.00 Div: 0.44 Ex: 03/13/2013 Rae: 03/15/2013 Pay: 04/10/2013 86.00 26) 200 MICROSOFT CORP (594918104; MSFT) CON The NASDAQ Stock Market LLC 03/21/2013 28.36000 28.05000 H/L 28.205000 5,641.00 27) 100 OLIN CORP (680665205; OLN) CON PAR $1 New York Stock Exchange 03/21/2013 25.10000 24.84000 H/L 29.970000 2,997.00 28) 500 ORACLE CORP (68389X105; ORCL) CON The NASDAQ Stock Market LLC 03/21/2013 32.94000 32.18000 H/L 32.560000 16,280.00 29) 100 PFIZER INC (717081103; PEE) CON New York Stock Exchange 03/21/2013 28.32000 28.02500 H/L 28.172500 2,817.25 30) 100 PROCTER d GAMBLE CO (742718109; PG) CON New York Stock Exchange 03/21/2013 77.67000 77.14000 H/L 77.905000 7,740.50 31) 200 PHILIP MORRIS INTL INC (718172109; PM) CON New York Stock Exchange 03/21/2013 91.53500 90.88000 H/L 91.207500 18,291.50 32) 1058 PRO CORP (69351T106; PPL) COM New York Stock Exchange 03/21/2013 30.38000 30.14500 H/L 30.262500 32,017.73 Div: 0.3675 Ex: 03/06/2013 Rae: 03/08/2013 Pay: 04/01/2013 388.82 33) 150 PHILLIPS 66 (718546104; FIX) CON New York Stock Exchange 03/21/2013 67.84000 66.11000 H/L 66.975000 10,096.25 34) Unknown Symbol (RBSG) 0.00 35) 400 SEADRILL LIMITED (G7995E105; SDRL) SHS Other OTC 03/21/2013 36.80000 36.37600 H/L 36.588000 14,635.20 36) 150 SPECTRA ENERGY CORP (847560109; SE) CON New York Stock Exchange 03/21/2013 29.22000 28.78000 H/L 29.000000 4,350.00 Page 3 This report was produced with EstateVal, a product of Estate valuations d Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) Date of Death: 03/21/2013 Estate of: Leon Crenshaw Estate Valuation Date: 03/21/2013 Account: Morgan Stanley Acct. No. 410-055583-003 Processing Date: 11/04/2013 Report Type: Date of Death Number of Securities: 50 File ID: 5682.4.crenshaw.morganstanley Shares Security Mean and/or Div and int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 37) 250 SUSQUEHANNA BANCSHARES INC PA (869099101; SUSQ) COM The NASDAQ Stock Market LLC 03/21/2013 12.54000 12.18000 H/L 12.360000 3,090.00 38) 600 AT&T INC (00206R102; T) COM New York Stock Exchange 03/21/2013 36.25000 36.02000 H/L 36.135000 21,681.00 39) 250 UNITED PARCEL SERVICE INC (911312106; UPS) CL B New York Stock Exchange 03/21/2013 84.15000 82.67000 H/L 83.410000 20,852.50 40) 300 VODAFONE GROUP PLC NEW (92857W209; VOD) SPONS AIR NEW New York Stock Exchange 03/21/2013 27.94000 27.68000 H/L 27.810000 8,343.00 41) 300 VERIZON COMMUNICATIONS INC (92343V104; VZ) CON New York Stock Exchange 03/21/2013 48.88000 48.28000 H/L 48.580000 14,574.00 42) 500 WELLS FARGO & CO NEW (949746101; WFC) COM New York Stock Exchange 03/21/2013 37.38000 37.10000 H/L 37.240000 18,620.00 43) 100 WAL-MART STORES INC (931142103; WIT) COM New York Stock Exchange 03/21/2013 73.47000 72.85000 H/L 73.160000 7,316.00 Div: 0.47 Ex: 03/08/2013 Res: 03/12/2013 Pay: 04/01/2013 47.00 44) 1175 BLACKROCK LTD DURATION INC TR (09249W101; BLW) CON SHS New York Stock Exchange 03/21/2013 19.18000 19.03000 H/L 19.105000 22,448.38 Div: 0.1095 Ex: 03/13/2013 Rec: 03/15/2013 Pay: 03/28/2013 128.66 45) 569 NUVEEN GBL VL OPPORTUNITIES FD (6706EH103; JGV) COM New York Stock Exchange 03/21/2013 14.36000 14.04000 H/L 19.200000 8,079.80 Div: 0.29 Ex: 03/13/2013 Rec: 03/15/2013 Pay: 04/01/2013 165.01 46) 1057.936 BLACKROCK EQUITY DIVID FD (09251M306r MCDVX) CL C Mutual Fund (as quoted by NASDAQ) 03/21/2013 20.81000 Mkt 20.810000 22,015.65 47) 1049.886 DREYFUS MUN BD OPPTYS FD (DMBZX) CL Z Mutual Fund (as quoted by NASDAQ) 03/21/2013 13.05000 Mkt 13.050000 13,701.01 Daily Div. Accrual as of 03/21/2013 23.18 Page 4 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) Date of Death: 03/21/2013 Estate of: Leon Crenshaw Estate Valuation Date: 03/21/2013 Account: Morgan Stanley Acct. No. 410-055583-003 Processing Date: 11/04/2013 Report Type: Date of Death Number of Securities: 50 File ID: 5682.4.crenshaw.morganstanley Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 48) 458.768 DREYFUS ADVANTAGE FUNDS INC (2620OC205; DAGVX) STRG VALU FD A Mutual Fund (as quoted by NASDAQ) 03/21/2013 34.33000 Mkt 34.330000 15,749.51 49) 2956.186 FIRST EAGLE PUS INC (32008F705; FESGX) GLOBAL FD CL C Mutual Fund (as quoted by NASDAQ) 03/21/2013 49.92000 Mkt 99.920000 197,572.81 50) 2514.795 FRANKLIN INVS SECS TR (353612732; FCSCX) ADJ USE SECS C Mutual Fund las quoted by NASDAQ) 03/21/2013 8.82000 Mkt 8.820000 22,180.49 Daily Div. Accrual as of 03/21/2013 13.60 Total Value: $870,092.24 Total Accrual: $1,106.55 Total: $871,198.79 Page 5 This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) Estate Valuation Date of Death: 03/21/2013 Estate of: Leon Crenshaw valuation Date: 03/21/2013 Account: Morgan Stanley (2 additional stocks) Processing Date: 11/04/2013 Report Type: Date of Death Number of Securities: 2 File ID: 5682.4.crenshaw.morganstanley2 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 261 HOSPITALITY PPTYS TR (44106M5081 PFD C 7% New York Stock Exchange 03/21/2013 25.45000 25.35000 H/L 25.400000 6,629.90 2) 400 RBS CAP FDG TR VII (7492BP2071 PFD TR 6.08% GTD New York Stock Exchange 03/21/2013 21.98000 21.89000 H/L 21.935000 8,774.00 Total Value: $15,403.40 Total Accrual: $0.00 Total: $15,403.40 Page 1 This report was produced with EstateVal, a product of Estate Valuations a Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.c0m. 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V Lo LoW In in to 0U) oLo 0 M to 4] 0 Lo to 0 Lo Ln n0000_0 d • dN2 (0 (p N dIn (o In N (O N N 0 « N o W `o `o o m N wdE c_'^ (D MMM V V V (0 'o (D r n r000 O 0) rn 0) 00_ 040404 d 0 3���N d d 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 rn M 0) .+ M d d rn «d, 00000000000000000000000) O) 0) 1� C CAy 0 C N (4 N N N N NNN NNN N N NNN NNN N N N N I O C y y.2 to !� N (DO N0ON (ON 0O NO 0 N (D O NOON (0 N aEy'y 0 w 6. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 - 0 0 d 0033 0 d w W W w w W W w W W w W W w w w W W w w W w In W W a Dwwwwwwwwwwwwwwwwwwwwww � ` o E V O (n (nO mm000 W M N N 0 MMM V r W W W OO d N O r MNM (D 0 (o N 0 '7r MN 0NmM MMcoM W W W O1--L O On � r- M � (o N � rn N � t• rn V rn V rn rnO N � a W (D Z OOQ) M O N AW Lo rn M1� W 0M (n I'- N N 04 (0 (n A N O M Or N 0Mrn 0 (!') f` M r h w O O MO (n (D (D10 � yyU MC V (o N w 0 N (D N (nN V Nw0rnm r (U (M In Qfn D N M (o , M M 00 W (o M M1 0 V I 0 MOO , V (DM M M d O � ww 0Om0 N N MM V V V (o (o 04 CD (D to NI N � d M N rf` OI,. 0 W OO W 00 00 W W OOD W c000 OD NNy C UUUUUUUUUUUUUUUUUUUUUU 0 � 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C C C E O O O O O O O O O O O O O O O O O O O O O O O O O O O a U O r � � � r- � .- X00 aaa_ N C 0 0 " M d Qom" • On U) a • N d w W W W W w w w W W w W w w w W W W W W w w W w O N w w W W w w W w w w W w w W w w w w w W W w w w F- U to %r- ce) w O M0 � N M V' (o (D I� 00rn O � NM V (n (O f� 00rn O � NM C 6 V V V V V V V V V V (o (o (o (o to (n (n 00 Lo 000 O i'p m LL April 24,2013 Martson Law Offices 10)vast High Street Carlisle PA 17013 RE: Leon Crenshaw SSN: 490-44-7907 DOD: 03/21/2013 Dear Sir/Madam: In response to your request for Date of Death(DOD)balances for the customer noted above, our records show the following: Checking Account _-_.—__-- .Account#5140182742 Established: 03/01/1973 LFON CRENSIHAW DOD balance: $54,519.23 -i-0.23 accrued interest Investment Account The decedent maintained Investment Account 74385710, 87870221 &97496898. For further information,you may call the Brokerage Department at 1-800-762 76111. Please-note that this office provides date of death balances for deposit accounts(IRAs,CDs,Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items,please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch. office. Sincerely, National Financial Services Center PNC Bank,N.A. Member I,DIC Wealth Management i507 Notch Fmmt rtcQt Juire 201 Harrivhw'g. Pd 1,110 ,J 717 255 6666 Morgan Stanley `i l -1'2556 76 cal G<e 800 G76 0673 May 15, 2013 Martson Law Offices Attn: Melissa A. Scholly 10 East High Street Carlisle, PA 17013 RE: Estate of Leon Crenshaw Date of Death: March 21, 2013 SSN: 490-44-7907 Dear Melissa: Please be advised that Leon Crenshaw held one brokerage account with Morgan Stanley (acct#410-055583-003) at the time of his death. Account #410-055583 is an individually-owned brokerage account titled Leon Crenshaw with no change in ownership or registration within the past year. The account was opened on August 22, 2007. The following information represents the values for all securities held in acct#410- 055583 at the time of his death (March 21, 2013): Share Price on Security Name/Symbol No. of Shares 03/21/2013 'BANK DEPOSIT PROGRAM (BDPS) 16,466.33 shs jt 51.00 Please be advised that the client also owned an A'f llsstate'Variabfc Annuity at the time of this death (cohtract,42080425). The approximate value at the time of his death was $•1'82;432;72.-7'; Please feel free to contact our office at 717-255-6690 with any questions. Sincerely, �� Emily L. Biden Reg'd Client Service Associate The Beshorc/Owen/Thomas Group This report has been generated from information that Morgan Stanley Smith Barney LLC and its Financial Advisors and Investment Representatives(collectively"we"or"us")believe to be reliable and accurate.We do not,however,represent or warrant the accuracy or completeness of the Information contained in this report.You,the client,have provided us the data from which this report has been generated. The report has been calculated from software and formulas that were not developed by us.As such,all calculations, estimates and opinions included in this report constitute our best judgment as of this date and upon the information you have provided us and may be subject to change. it Is your responsibility to do your own evaluation,and check calculations to determine the accuracy of the information contained in this report. Neither we nor our affiliates will tie responsible for the consequences of your reliance upon any opinion,calculation or other information contained herein or for any omission. Investments and services offered through Morgan Stanley Smith Bamey LLC, and accounts carried by Morgan Stanley R Co. Incorporated; members SIPC. Scl\. &, --t-4 m I