The URL can be used to link to this page

Home My WebLink About01-14-14 � 1505611185 REV-1500 EX(02-11)(Fp OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes Po eox 2eosoi INHERITANCE TAX RETURN 21 13 0530 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death nnnnDDYYYY Date of Birth MMDDYVVv 04102�13 01301933 DecedenYs Last Name Suffix DecedenYs First Name M I STOKES EDWIN B (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I STOKES MARY B Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 2o4-2a-o400 REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW � 1. Original Return � 2. Supplemental Return � 3. Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Return Required death after 12-12-82) � 6. Decedent Died Testate � 7. Decedent Maintained a Living Trust 1 8. 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 ❑ 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Scheduie O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number FRED BACHMAN, TAX OFFICER 717c�291-26� � m c � r� �EO,�4,�ER OF W US NR � � � � � � �7 p�. I" i--' i"�'1 i"+� First Line of Address � .�' �� --- �� ''� � U") � r � C;� FULTON BANK, NA c:7 �, �, � `n -.� � .� � Second Line of Address �� C'�=� � � �= �� ;."�7 P • 0 • B 0 X 3 215 -,� �� n o City or Post Office State ZIP Code ,:� DATE F LANCASTER PA 176043215 correspondent'se-mai�address: FBACHMANa�FULTONFINANCIALADVISORS • COM Under penalties of perjury, I declare that I have examined this retum,inGuding 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 FILIN RETUR � � DATE FULTON BANK, NA BY : �!},�,�, �j: ,�j��,� �W� �1�--�rLe✓� vl—rc�-��1� ADDRESS P . 0 • BOX 3215 LANCASTER, PA 17604-3215 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � �5 0 5 61118 5 oMasa�s.000 15 0 5 61118 5 � Estate of Edwin B. Stokes 171-28-2997 Executors (Page 1) Name Fulton Bank, NA Address P.O. Box 3215 Lancaster, PA 17604-3215 Tax ID 23-1928421 � 1505611285 REV-1500 EX(FI) �ecedent�s Name: S T 0 K E S E D W I N B RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. � • �0 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2. 6 2,9 51 •11 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , , 3. 0 • �0 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4. � • 0� 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , . . . . 5. 3 3 4,9 3 8 •31 6. Jointly Owned Property(Schedule F) � Separate Billing Requested , , , , g. Q • �0 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . 7. 16 3,5 7 8 • 9 6 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . $. 5 61,4 6 8 - 3 8 9. Funeraf Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . s. 3 6,6 31•16 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) , , , , , , . . . 10. � •�0 11. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , 1�. 3 6,6 31 •16 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , �2. 5 2 4,8 3 7 -2 2 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , �3, O • �� 14. Net Value Subject to Tax(Line 12 minus Line 13) , , , , , , , , , , , , , , , �4. 5 2 4,8 3 7- 2 2 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers un�er Sec.9116 (a)(�.2)x.o- 524,837 • 22 15. O • 00 16. Amount of Line 14 xable at lineal ratex.o 4� 0 . 00 �s. 0- 00 17. Amount of Line 14 taxable at sibling rate X.12 � • �0 17. � •0� 18. Amount of Line 14 ta�ble at coilateral rate X.15 0 • D� 18. 0 - 0 0 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. � 0� 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 � 1505611285 1505611285 J OM4648 3.000 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 13 0 5 3 0 DECEDENTS NAME STOKES EDWIN B STREET ADDRESS CITY STATE ZIP WORMLEYSBURG PA 17011- Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) � • �� 2. Credits/Payments A. Prior Payments 0 • �� B. Discount 0 • 0 0 Total Credits(A+B) (2) � • �� 3. Interest (3) � •�0 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2,Line 20 to request a refund. (4) � •�� 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0 •�0 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 . . . . . . . . . . . . . . . . . . . . . . . . � 0 b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . : ❑❑ � c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � 0 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? . X❑ ❑ 4. Did decedent own an individual retirement account, annuity,or other non-probate property,which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � � 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 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 1,2G00: � 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)(12)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.�9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent [72 P.S.�9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. or�as��z.000 REV-1503 EX+(&12) pennsylvania SCHEDULE B DEPARTMENTOFREVENUE STOCKS 8� BONDS INHERffANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Edwin B. Stokes 21 13 0530 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPl10N OF DEATH 1. 3,515 Shares Fulton Finl Corp Pa Com The Nasdaq Stock Market Llc CUSIP: 360271100 40,703.70 Dividend accrued on 4/10/2013 281.20 2 295 Shares Pnc Finl Svcs Group Inc Com New York Stock Exchange CUSIP: 693475105 19,743.61 3 173 Shares Allied Irish Banks, p.l.c. 149.65 4 55 Shares MetLife, Inc. 2,072.95 TOTAL (Also enter on Line 2,Recapitulation) $ 62,951.11 zwa�ss 2.00o If more space is needed,insert additional sheets of the same size REV-1508 EX+(pg-12) pennsylvania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS 8�MISC. RESIDENTDECE ENTTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Edwin B. Stokes 21 13 0530 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with ri ht of survivorship must be disclased on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2013 Honda Accord Coupe 19,500.00 Trade in Value at Bobby Rahal Honda 2 Fulton Bank Certificate of Deposit #022-0164896 10,000.00 Interest accrued to 4/10/2013 1.72 3 Fulton Bank Certificate of Deposit #022-0186536 20,000.00 Interest accrued to 4/10/2013 6.11 4 Fulton Bank Certificate of Deposit #022-0233578 10,000.00 Interest accrued to 4/10/2013 12.22 5 Fulton Bank Certificate of Deposit #022-0363031 10,000.00 Interest accrued to 4/10/2013 8.11 6 Fulton Bank Certificate of Deposit #022-0363043 50,000.00 Interest accrued to 4/10/2013 77.09 7 Fulton Bank Certificate of Deposit #022-0363059 10,000.00 Interest accrued to 4/10/2013 15.41 See Copy of Fulton Bank Letter for Items 2 through 7 B Metro Bank Certificate of Deposit #102545 10,000.00 Interest accrued to 4/10/2013 5.05 9 Metro Bank Certificate of Deposit #102549 10,000.00 Interest accrued to 4/10/2013 1.01 10 Metro Bank Certificate of Deposit #102669 20,001.47 Interest accrued to 4/10/2013 30.27 11 Metro Bank Certificate of Deposit #102687 50,000.00 Interest accrued to 4/10/2013 16.44 Total from continuation schedules . . . . , . . . . 115,263.41 TOTAL(Also enter on line 5,Recapitulation) $ 334,938.31 2wasa,D=.000 If more space is needed,use additional sheets of paper of the same size. Estate of: Edwin B. Stokes 21 13 0530 Schedule E (Page 2) Item Value at Date No. Description of Death 12 Metro Bank Certificate of Deposit #102704 75,000.00 Interest accrued to 4/10/2013 181.03 13 Metro Bank Certificate of Deposit #102731 10,000.00 Interest accrued to 4/10/2013 15.79 14 Metro Bank Certificate of Deposit #102777 10,000.00 Interest accrued to 4/10/2013 19.48 See Copy of Metro Bank Letter for Items 8 through 14 15 Susquehanna Bank Certificate of Deposit #10005813505 10,000.00 Interest accrued to 4/10/2013 20.53 16 Susquehanna Bank Certificate of Deposit #10005977359 10,000.00 Interest accrued to 4/10/2013 26.58 See Copy of Susquehanna Bank Letter for Items 15 � 16 To•cal (Carr,y for.ward to main schedule) 115,263.41 REV-1510EX+(OS-09) SCHEDULE G pennsylvania DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESI DENT DECEDENT ESTATE OF FILE NUMBER Edwin B. Stokes 21 13 0530 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. DESCRIP110N OF PROPERTY ITEM INCLIAET}fN4MEOFTI-ETWNISFEREE,THEIRRELATIONSHIPTODECEDEMAND DATEOFDEATH %OFDECD�S �CLUSION TAXABLE NUMBE T1EDP.TEOFTRMSFQ2.ATTPCHACOPYOFTF£DEEDFORREALESTATE. VALUEOFASSET INTEREST IFAPPLICABLE VALUE �• Fulton Bank Individual Retirement Account #90F736012 63,701.98 100.0000 0.00 63,701.98 Payable on Death to Mary B Stokes 2 Fulton Bank Certificate of Deposit #022- 0363079 10,000.00 100.0000 0.00 10,000.00 In Trust for Mary B Stokes Interest accrued to 4/10/2013 3.24 100.0000 3.24 3 Fulton Bank Certificate of Deposit #022- 0363091 20,000.00 100.0000 0.00 20,000.00 In Trust for Mary B Stokes Interest accrued to 4/10/2013 50.34 100.0000 50.34 4 Fulton Bank Certificate of Deposit #022- 0363110 10,000.00 100.0000 0.00 10,000.00 In Trust for Mary B Stokes Interest accrued to 4/10/2013 11.82 100.0000 11.82 5 E�lton Bank Certificate of Deposit #022- 0363125 10,000.00 100.0000 0.00 10,000.00 In Trust for Mary B Stokes Interest accrued to 4/10/2013 11.35 100.0000 11.35 6 E�lton Bank Certificate of Deposit #022- 0363126 10,000.00 100.0000 0.00 10,000.00 In Trust for Mary B Stokes Interest accrued to 4/10/2013 16.18 100.0000 16.18 7 Fulton Bank Certificate of Deposit #022- 0363129 10,000.00 100.0000 0.00 10,000.00 In Trust for Mary B Stokes Interest accrued to 4/10/2013 13.79 100.0000 13.79 Total from continuation sched les . . . . . . . . 29,770.26 - TOTAL(Also enter on line 7,Recapitulation)$ 163 578.96 If more space is needed,use additional sheets of paper of the same size. 9WA6AF 2.000 Estate Valuatioe Date of Death: 09/10/2013 Estate of: Edwin Stokes IRA Valuation Date: 04/10/2013 Account: 90F736012 Processin Date: 11/07/2013 g Report Type: Date of Death Number of Securities: 17 File ID: Stokes, Edwin IRA Shares Security Mean and/or Div and Int Security or Par Description High/ASk Low/Bid Adjustments Accruals Value 1) 349.19 ADVISORS INNER CIRCLE FD (0075W0759) EDGWD GRW INST Mutual Fund (as quoted by NASDAQ) 09/10/2013 15.29000 Mkt 15.290000 5,339.12 2) 49.604 EATON VANCE SER TR II (277907606) PRMTR TXM EMRG I Mutual Fund (as quoted by NASDAQ) 04/10/2013 98.95000 Mkt 98.950000 2,183.37 3) 539.695 FEDERATED EQUITY FDS (314172560) STRG VAL DV INST Mutual Fund (as quoted by NASDAQ) 04/10/2013 5.53000 Mkt 5.530000 2,984.51 4) 1651.537 FEDERATED TOTAL RETURN SERS (31428Q101) TOTL RET INSTL Mutual Fund (as quoted by NASDAQ) 04/10/2013 11.39000 Mkt 11.390000 18,811.01 Daily Div. Accrual as of 04/10/2013 17.91 5) 132.943 GOLDMAN SACHS TR (38192Y773) LRG CP VAL INS Mutual Fund (as quoted by NASDAQ) 09/10/2013 19.33000 Mkt 14.330000 1,905.07 6) 33.405 HARBOR FD (411511306) INTL FD INSTL Mutual Fund (as quoted by NASDAQ) 09/10/2013 69.15000 Mkt 64.150000 2,192.93 7) 35 JPMORGAN CHASE & CO (96625H365) ALERIAN ML ETN NYSE Arca Equities Exchange 04/10/2013 46.22000 45.70000 H/L 95.960000 1,608.60 8) 558.24 Federated Gov't Oblig MMF #395 (CASH) 558.29 Cash 9) 188.135 NATIXIS FDS TR II (63872T828) VN VL OPP FD Y Mutual Fund (as quoted by NASDAQ) 04/10/2013 17.61000 Mkt 17.610000 3,313.06 10) 235.427 PIMCO FDS PAC INVT MGMT SER (722005626) ALL ASSET INST Mutual Fund (as quoted by NASDAQ) 09/10/2013 12.69000 Mkt 12.690000 2,9g7,57 11J 117.041 PIMCO EDS PAC INVT MGMT SER (722005667) COMM REALSTR I Mutual Fund (as quoted by NASDAQ) 04/10/2013 6.47000 Mkt 6.970000 757.26 12J 205.308 RIDGEWORTH FDS (76628T645) SEIX HI YLD I Mutual Fund (as quoted by NASDAQ) 09/10/2013 10.31000 Mkt 10.310000 2,116.73 Daily Div. Accrual as of 09/10/2013 3.90 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) Date of Death: 09/10/2013 Estate of: Edwin Stokes IRA Valuation Date: 04/10/2013 Account: 90F736012 Pr�cessing Date: 11/07/2013 Report Type: Date of Death Number of Securities: 17 File ID: Stokes, Edwin IRA Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 13) 114.811 RIDGEWORTH FDS (76628T678) SEIX FLRT HI I Mutual Fund (as quoted by NASDAQ) 04/10/2013 9.07000 Mkt 9.070000 1,041.34 Daily Div. Accrual as of 04/10/2013 1.19 19) 113.206 TEMPLETON INCOME TR (880208400) GLB BD ADVSOR Mutual Fund (as quoted by NASDAQ) 04/10/2013 13.66000 Mkt 13.660000 1,546.39 15) 90.591 TURNER FDS (900297664) SPECTRUM INSTL Mutual Fund (as quoted by NASDAQ) 04/10/2013 11.07000 Mkt 11.070000 1,002.84 16) 1290.594 VANGUARD BD INDEX FD INC (921937868) TTL MKTIDX SIG Mutual Fund (as quoted by NASDAQ) 04/10/2013 11.03000 Mkt 11.030000 19,234.�0 Daily Div. Accrual as of 04/10/2013 9.29 17) 78.72 VANGUARD FIXED INCOME SECS FD (922031869) INEL PROT SECS Mutual Fund (as quoted by NASDAQ) 09/10/2013 14.45000 Mkt 14.450000 1,137.50 Total value: $63,670.24 Total Accrual: $31.79 Total: 563,701.98 Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) Estate of: Edwin B. Stokes 21 13 0530 Schedule G (Page 2) Item DOD Value Taxable �o. Description of Asset � Interest Exclusion Value 8 Fulton Bank Certificate of Deposit #022- 0363146 10,000.00 100.0000 0.00 10,000.00 In Trust for Mary B Stokes Interest accrued to 4/10/2013 7.94 100.0000 7.94 9 Metro Bank Certificate of Deposit #7000170474 10,000.00 100.0000 0.00 10,000.00 In Trust for Mary B Stokes Interest accrued to 4/10/2013 17.85 100.0000 17.85 10 Allianz Annuity Policy 7551333 Payments continue for spouse to 11/16/2016 9,744.47 100.0000 0.00 9,744.47 Total (Carry forward to main schedule) 29,770.26 REV-1511 EX+(10.09) SCHEDULE H pennsylvania DEPARITAENTOF REVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Edwin B. Stokes 21 13 0530 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: � Musselman Funeral Home 0.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 17,915.58 Name(s)of Personal Representative(s) E�.ilton Bank, NA Street Address One Penn Square City Lancaster State PA ZIP 17602 Year(s)Commission Paid: 2. Attorney Fees: 17,915.58 3. Family Exemption:(If decedenYs address is not the same as GaimanYs,attach e�lanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 458.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 EVP Systems, Inc Asset Valuation Fee 35.10 2 Cumberland Y,aw Journal Estate Notice 75.00 Total from continuation schedules . . . . . . . . . 231.40 _ TOTAL(Also enter on Line 9,Recapitulation) $ 36 631.16 9W46AG 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Edwin B. Stokes 21 13 0530 Schedule H Part 7 (Page 2) 3 Register of Wills, Cumberland County Short Certificates 10.00 4 The Sentinel Estate Notice 221.40 Total {Carry forward to main schedule) 231.40 REV-1513EX+(01-10) SCHEDULE J pennsylvania DEPARTMENf OF REVENUE BEN EFI CIARI ES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Edwin B. Stokes 21 13 0530 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] �. Mary B. Stokes 413 East Crestwood Drive Wormleysburg, PA 17011 Mary B. Stokes is the Sole Beneficiary of the Estate All o£ Residue: 524,837.22 Surviving Spouse 524,837.22 EMER DOLLARAMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. �� NON-TAXABLEDISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLEANDGOVERNMENTAL DISTRIBUTIONS: 1. ____ TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ O.00 3v�/4GAI 2.000 If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF EDWIN B. STOKES I, EDWIN B. STORES, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking and making null and void all prior Wills and Codicils made by me at any time heretofore. ITEM I. I direct that all my legally valid debts, funeral and administrative expenses, and debts incurred or payable because of my death, shall be paid by my Executor, hereinafter named, from my residuary estate as soon after my death as practicable. All death taxes, including federal, state, and other death taxes, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed thereon, shall be considered an expense of administration of my estate, without apportionment or right of reimbursement. Taxes on future interests may be prepaid. ITEM II. I bequeath my household and personal effects, jewelry, automobiles, and other tangible personalty of like nature to my wife, MARY B. STORES, (hereinafter my "Wife") , if she survives me by thirty (30) days. ITEM III. I give, devise and bequeath all of the residue of my estate, whether real, personal, or mixed, and wherever situate, including any property subject to any power of appointment which I may now have or hereafter acquire, and including any proceeds of insurance or policies of insurance thereon, to my wife, MARY B. STORES if she survives me by thirty (30) days. If she does not so survive me, I make said bequest to the following named persons or organizations: A. Ten percent (l0%) to my mother-in- law, DOLORES K. BOSTON, of Picture Rocks, Pennsylvania, if she survives me; but if she does not so survive me, said share shall go to my sisters-in-law, VIVIAN MONTGOMERY, of Bellefonte, PA and PAMELA STONE, of Howard, PA, in equal shares, or to the survivor of them. In the event neither of my sisters-in-law herein named survives me, said share shall then be distributed to the remaining residuary legatees herein named in the proportionate share herein specified. ' -2- B. Ten percent (10�) to my father-in- law, W. CLEON BOSTON, of Picture Rocks, PA if he survives me; but if he does not so survive me, said share shall go to my sisters-in-law, VIVIAN MONTGOMERY, of Bellefonte, PA, and PAMELA STONE, of Howard, PA, in equal shares, or to the survivor of them. In the event neither of my sisters-in-law herein named survives me, said share shall then be distributed to the remaining residuary legatees herein named in the proportionate shares herein specified. C. Ten percent (10�) to the church which I am attending and which I am Iast a member of at the time of my death. D. Ten percent (10�) to BETHESDA MISSION, Harrisburg, Pennsylvania. -3- E. Ten percent (10o to my sister-in- law, VIVIAN MONTGOMERY, of Bellefonte, PA, if she survives me; but if she does not so survive me, said share shall go to the residuary legatees named in her Last Will and Testament. Provided, however, that in the event the said Vivian Montgomery predeceases me intestate, said share shall then go to her legal heirs pursuant to the intestate laws of the Commonwealth of Pennsylvania. F. Ten percent (10�) to my mother, HELEN STOKES, of Wormleysburg, PA if she survives me; but if she does not so survive me, said share shall go to my brother, ROBERT F. STOKES, if he survives me. In the event neither party herein named survives me, said share shall then be distributed to the remaining residuary legatees herein named in -4- the proportionate shares herein specif ied. G. Ten percent (10�) to the church which my wife, MARY B. STOKES, is last attending and last a member of at the time of my death. H. Thirty percent (30�) to my nephew, STANLEY R. STOKES, of Dillsburg, PA if he survives me; but if he does not so survive me, said share shall go to the residuary legatees named in his Last Will and Testament. Provided, however, that in the event the said STANLEY R. STOKES predeceases me intestate, said bequest shall be paid to his legal heirs pursuant to the intestate laws of the Commonwealth of Pennsylvania ITEM IV. The interest of beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. -5- ITEM V. I hereby appoint FULTON BANK as Executor (the "Executor") , of this my Last Will and Testament. ITEM VI. I direct that my Executor shall not be required to give bond or post any other security for the faithful performance of duties in any jurisdiction. ITEM VII. Any person who shall have died at the same time as me, or in a common disaster with me, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased me. ITEM VIII. My Executor shall have the following powers in addition to those invested by law and by other provisions of my Will applicable to all property, whether principal or income, exercisable without Court approval, and effective until distribution of all property: A. To retain any investments T may have at my death so long as my Executor may deem it advisable to my Estate so to do. B. To vary investments, when deemed desirable by my Executor, and to invest in such bonds, common trust funds, stocks, notes, real estate mortgages, or other securities or -6- in such other property, real or personal, as my Executor deems wise, without being restricted to so-called "legal investments". C. In order to effect a division of the principal of my Estate or for any other purpose, including any final distribution, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. D. To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interests therein owned by my Estate severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said saZe ar sal�s by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge, and deliver any and all deeds, -7- . assignments, options, or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in my Will. E. To mortgage real estate, and to make leases of real estate for any period of time as my Executor may deem reasonable. F. To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration, or inheritance, legacy, estate, or other taxes. G. To pay all costs, taxes, expenses, and charges in connection with the administration of my Estate. My Executor shall pay expenses of my last illness and funeral expenses. H. To vote any shares of stock which form a part of my Estate, and to otherwise exercise all the powers incident to the ownership of such stack. I. To compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value. -8- IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of nine (9) typewritten pages, this �� day of � ,�,� , 1991. Gt!�s/r..,= /J� �/�� (S EAL) EDWIN B. STOK S We, the undersigned, hereby certify that the foregoinq Will was signed, sealed, published and declared by the above-named Testator, EDWIN B. STOKES, as and for his Last Will and Testament, in the presence of us, who at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposin�'mind and memory. j `�'"' ,,- � /,� �r C_ -�� y G�"�r'"=�C-,� residing at '��t�<°��,, f-�==-� � , - �-.�-� �... � l �� f� � residing at � ��,-� .?t �c �.t,� Q. ' l COMMONWEALTH OF PENNSYLVANIA . . SS: COUNTY OF . ��,,� We �,EDWIN B STOKES, the Test tor, and C��,�'.: G��% ',.,t�.�� , and ��j , the witnesses, respectively, whose name ar sig ed to the foregoing instrument, being first duly sworn, do h reby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and -9- that he 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 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. . ti0rh�.� EDW�N;$, STOI� S ��/f '� 1 �.��'�-w G '" �lfr f.' W ness .ii!y' z.e Wlt 2SS � Subscribed, sworn to and acknowledged before me by the Testator, EDWIN B. STOKES and subscribed and sworn to before me by ��r�,�`fi7:��1'�'a' t��. K��.l 1 and _�1'�r�t�:n �'. �;,��h r F��" , witness s, this �� day of �1.��1�.r,.L-Ka,�' , 1991. _ __ - -� � � i, ��(.c:�l_ . a�"�d a�,� ` _.� � otary Public � (SEAL) NOTARIAI SEAL VICTORIA Y.CHAMBERS,N�TARY PUBIJC NARRISBURG,DAUPHiN C�N1Y.PA. IiAY COMMISSIOFI EXPIRES OC�17 1994 -10- � ��r� LISTENING IS JUST THE BEGINNING� June 17, 2013 Clermont Wealth Strategies One Penn Square PO Box 7989 Lancaster, PA 17604 Dear Ms. Olena, RE: Edwin B Stokes, deceased 4/10/2013 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 022-0164856 60000.00 2.46 .30 12/6/01 12/6/12 12/6/13 (titled jointly with Mary B Stokes) ---- 022-0164896 10000.00 1.72 .70 1/2/02 1/2/13 1/2/16 (titled in his name alone) 022-0164932 20000.00 40.58 2.96 1/17/02 1/17/10 3/17/14 (titled jointly with Mary B Stokes) --- 022-0186536 20000.00 6.11 2.23 8/6/02 8/6/11 10/6/15 (titled in his name alone) -022-0233578 10000.00 12.22 2.23 10/22/OS 10/22/10 12/22/14 (titled in his name alone) 022-0264383 20000.00 27.14 1.98 4/17/07 4/17/12 4/17/22 (titled jointly with Mary B Stokes) 022-0264431 20000.00 11.93 1.98 5/31/07 5/31/12 5/31/22 (titled jointly with Mary B Stokes) 022-0327406 10000.00 6.13 3.20 8/4/09 N/A 10/4/13 (titled jointly with Mary B Stokes) 022-0327446 10000.00 7.89 3.20 10/2/09 N/A 12/2/13 (titled jointly with Mary B Stokes) 022-0327450 10000.00 24.57 3.20 10/14/09 N/A 12/14/13 (titled jointly with Mary B Stokes) 022-0327492 10000.00 9.79 3.25 8/31/09 N/A 10/31/13 (titled jointly with Mary B Stokes) 022-0327496 10000.00 8.90 3.25 9/1/09 N/A 11/1/13 (titled jointly with Mary B Stokes) 022-0327510 40000.00 16.22 2.96 12/6/09 N/A 2/6/14 (titled jointly with Mary B Stokes) 022-0363015 30000.00 6.90 .70 12/30/09 12/30/12 12/30/15 (titled jointly with Mary B Stokes) �-- 022-0363031 10000.00 8.11 2.96 2/1/10 N/A 4/1/14 (titled in his name alone) � 022-0363043 50000.00 77.09 2.96 2/23/10 N/A 4/23/14 (titled in his name alone) 1.800.FULTON.4 • fultonbank.com . Fulton Bank,N.A.Member FDIC. Member of the Fulton Financial Family. I - 022-0363059 10000.00 15.41 2.96 3/23/10 N/A 5/23/14 (titled in his name alone) X 022-0363079 10000.00 3.24 2.96 5/7/10 N/A 7/7/14 (titled in trust for Mary B Stokes) >C 022-0363091 20000.00 50.34 2.96 6/11/10 N/A 8/11/14 (titled in trust for Mary B Stokes) 022-0363094 10000.00 17.09 2.71 12/19/11 N/A 12/19/21 (titled jointly with Mary B Stokes) 022-0363098 10000.00 �0.39 2.71 11/28/11 N/A 11/28/21 (titled jointly with Mary B Stokes) }( 022-0363110 10000.00 11.82 2.27 6/23/11 N/A 8/23/15 (titled in trust for Mary B Stokes) 022-0363123 10000.00 4.73 2.47 1/4/12 N/A 1/4/22 (titled jointly with Mary B Stokes) u 022-0363125 10000.00 11.35 2.96 7/28/10 N/A 9/28/14 (titled in trust for Mary B Stokes) � 022-0363126 10000.00 16.18 2.27 4/16/11 N/A 6/16/15 (titled in riust for Mary B Stokes) 022-0363127 10000.00 7.44 2.47 1/31/12 N/A 1/31/22 (titled jointly with Mary B Stokes) � 022-0363129 10000.00 13.79 2.96 8/25/10 N/A 10/25/14 (titled in trust for Mary B Stokes) 022-0363143 10000.00 13.57 1.98 7/17/12 N/A 7/17/22 (titled jointly with Mary B Stokes) k 022-0363146 10000.00 7.94 2.23 11/29/10 N/A 1/29/15 (titled in trust for Mary B Stokes) The decedent also held 3,515 shares of Fulton stock. If further information is needed, please contact Fulton Financial Advisors at 717-291-2546. If you should have any further questions, please do not hesitate to contact me at 717-327-2497. Very truly yours, ��I��l�� c�� ',i �� Thr� ��.�rrnat+on is h.�ni�h�d�s�rs��tit:��;�ir�4ss c�^�rt�sy in anv�er to yaur�s�iry,�n�r��;r yr.,.�r��^��'k�;;�n��}l�sc�ai?!y. April Billett T�re ban� fum4s:�9�q �is ��¢��:aa�,ig� �;��4,,�� n�t ��,pr�snt or guara�.tns �� xs�,�y, ��,�;-,«:,->;.;y;�� r�,;��, �g ��e Credit Confirmation Processor intr�rmati;�n ��o�i��. ��: r��,� rs�iia:�j:.;;r � �u�r�� y th� b?.;l'n C;�x,�,li;�3�?f.•F'� ;F . . , , >;�t� �_�� .��4:�. ��,,,��;n„n hi�i�t(', 2X�;.r�}:i:";cG lS �rJ�''�it;f ;�. r';, � �'.'�'y� bU;�(!t'?:1� irtDi{G� ETRO BA N K 3801 Paxton Street 888.937.0004 Harrisburg, PA 17111 mymetrobank.com 6/18/13 Clermont Wealth Strategies at Fulton Bank Gloria A. Shatto One Penn Square P.O. Box 7989 Lancaster, PA 17604 RE: Estate of: Edwin B. Stokes Tax Identification Number: 171-28-2997 Date of Death: April 10, 2013 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type:CK Account Number: 537853442 Current Interest Rate: 0.15% Date Opened: 12/29/2008 Primary Owner: Edwin B. Stokes 5�� ` Secondary Owner: Mary B. Stokes Accrued Interest: * $4.08 Date of Death Balance: $51,030.30 Account Type:SV Account Number: 7760492916 Current Interest Rate: 0.50% Date Opened: 02/28/2013 Primary Owner: Edwin B. Stokes Secondary Owner: Mary B. Stokes Accrued Interest: '` $23.25 Date of Death Balance: $170,063.98 ETRO BA N K Harr burg A 17111 m88m t oba k.com Account Type:CD Account Number: 102545 Current Interest Rate: 1.00% Date Opened: 06/02/2008 � Date Closed: 06/14/2013 Primary Owner: Edwin B. Stokes Principal Balance: $ 10,000.00 Accrued Interest: $ 5.05 Date of Death Balance: $10,005.05 Account Type:CD Account Number: 102549 Current Interest Rate: 1.00% Date Opened: 06/10/2008 �, Date Closed: 06/10/2013 Primary Owner: Edwin B. Stokes Principal Balance: $10,000.00 Accrued Interest: $1.01 Date of Death Balance: $10,001.01 Account Type:CD Account Number: 102669 Current Interest Rate: 3.68% Date Opened: 12/27/2008 �� Primary Owner: Edw�n B. Stokes Principal Balance: $20,001.47 Accrued Interest: $30.27 Date of Death Balance: $20,031.74 Account Type:CD Account Number: 102687 Current Interest Rate: 4.00% � Date Opened: 01/08/2009 Primary Owner: Edwin B. Stokes Principal Balance: $50,000.00 Accrued Interest: $16.44 Date of Death Balance: $50,016.44 ETRO BA N K 3801 Paxton Street 888.937.0004 Harrisburg, PA 17111 mymetrobank.com Account Type:CD Account Number: 102704 Current Interest Rate: 4.00% Date Opened: 01/20/2009 �� Primary Owner: Edwin B. Stokes Principal Balance: $75,000.00 Accrued Interest: $181.03 Date of Death Balance: $75,181.03 Account Type:CD Account Number: 102731 Current Interest Rate: 3.20% Date Opened: 02/24/2009 k Primary Owner: Edwin B. Stokes Principal Balance: $10,000.00 Accrued Interest: $15.79 Date of Death Balance: $10,015.79 Account Type:CD Account Number: 102777 Current Interest Rate: 2.96% Date Opened: 05/18/2009 Primary Owner: Edwin B. Stokes `� Principal Balance: $10,000.00 Accrued Interest: $19.48 Date of Death Balarce: $10,019.48 Account Type: CD Account Number: 7000170474 Current Interest Rate: 2.96% Date Opened: 07/20/2009 Account Title: Edwin B. Stokes ITF for Mary B. Stokes Primary Owner: Edwin B. Stokes �� Beneficiary: Mary B. Stokes Principal Balance: $10,000.00 Accrued Interest: $17.85 Date of Death Balance: $10,017.85 ETRO BA N K 3801 Paxton Street 888.937.0004 Harrisburg, PA 17111 mymetrobank.com ** Please note: The accrued interest will not be paid if the account is closed prior to the date the interest is scheduled to post. In addition to the accounts listed above the decedent currently holds a joint safe deposit box with Mary B. Stokes at our Lemoyne branch location. Please feel free to contact us at 1-888-937-0004 if we may be of further assistance. Sincerely, .._._----_—...._._._. Jennifer Jacobs Research Associate Metro Bank . , �1 - F�91-01 -� jl1��e= .S,t,�o�h�znnc�. �� °�. c��`�� LISt��.'��'?�?� o�►�� June I 8,2013 Susquehanna Bancshares,Inc. 26 North Cedar Street P.O. Box 1000 Lititr,PA 17543-7000 Tel 1.800.311.3182 CLERMONT WEALTH STRATEGIES Fax 717.625.4478 ONE PENN SQUARE PO BOX 7989 LANCASTER PA 17604 RE: Edwin B Strokes Estate DOD: 4/10/13 SS#: XXX-XX-2997 Tracking# 327938 To Whc�m It May�oncern: In response to your letter of June 11,2013,we have prepared the attached list of accounts. � There is no safe deposit box in the name of the decedent. If I can be of further assistance, please feel free to call. Dawn M Berrier Susquehanna Bank Deposit Research- Reporting Department Lead 1-717-625-6546 DMB/aed >, T � H v� v� O l� � AW ^. .-+ � O O � W � s��s s� � � � E,,, �x °o o °o, °o, o z W o 0 0 0 0 ►.'� V °o o °o °o °o O � �n �n o 0 0 V Q � -�� d pq W � �O �O M M 00 •--� �--� 01 v'� �n � :J �O �O v(Vl �N N W69 69 64 69 69 U E"' � d � `' a� � � -v F � � � y w W U CC [� Ri E•.� \ \ \ \ \ � �• p� v� v� �n .-. W M N E.W., � � �t v �t v, .ti � ",� � M M M � d' � . ,� � � � C sa, �V � �-' � � �, � � o � � � � A A v � � � v � oo � °OM � � � � AZ F' Z � � � � � � � i ° O -° • Q� ,_., ,_., ^, N N � 3 C/� W H � � � � � � N N � � WC/� A O � N N N N N N O� O� O O � � .0 � � Q� O O � � O Z � a' rr d� �t .� � " 0 !WQ!y�' � � � �°o 0 0 ¢ Ut"+ � M M M � O O Q U U U Q Q �," .x � ,� � .� ,x .� x � o 0 0 0 0 0 0 0 H � � � � � � � � � GQ pa G� � (.1� � W A� � ,� .� ,� _� .� U �v � -d `� -� `� -d -d U w � w � w � w w d 1i x a[C,�y�.,�y i:: .., �s,. � .:, .. , ., .._ �� ,.:� . .� : �.��'�.� '� � , � >, _ - . . . . _�- ;__, � . . . � ev._ � �� , , .. .. �,.. , , , ,,.;. . . , . .�.: . _„ .. - _,. 'k.. �. .. ,. ,. �,.. .:�� .. �. ..:� .... ' ; �.:. �� ' �': . ,._., . . . . � i6 _` � . , s,>,_ ..�k. ... , . �.� . , .< ,., , .,� . . . .� : ,P _ E'ti*, � �� 'u�'P ��' �... „:. < , . ," � � �� .. ��.��i�� ' �.;'�.� .. � � � . .. �.. � . �� ',�ii'Ah �� .. .. . .. ,:,., . �. .. �� E;�� ' ` �� . .: �� . .� :: � `�. S r .2 1 �� t? �� . �� . � € � r F v`�u:, � �� ". : � � � �� w� � _�� %;' �� !�"��`�< _ � �, �N��i' ' ��'��" , '��t� ': �� t��'��,fea��s�c"�%��;_ ��1°��-_��' r �� y�� .7� .,� ��4 �4��€i� � �: ' �3 �+: ,_• _ ?�� .: �,'� �f T R �� - � � � �� ' � � �: �ye 3�� a��i�'. '. �� _ . : : 3i_. '�i� $3 b�3�q � �� 3 s: ��_.� �y/ �. � � � r ", c 4 ��'� � �.�d `�`�``' �� a'Y�� ' '✓ � '''�� . � � 9� �" '��.a� £ '��"3k �5.� -�. � . 3 �.�� +� �� 3 :'� �� . h ��?�.�`� .,� .r�� y r ,.r ,�i, .�'�t �. f � � s� ��, } � '�, .��4r ��'°. � , �"�r��y� P a'`� �, ;��: e y _ "�' ,�.�"' �'�z e �� ,� q � s�,� � ,. , � .. ,� �� i �a��. C � .�� s4� E ��e" � � Y a� .rb�� ,£_ ,� . . � £ �� .�,� r4 `,�� t" '� .: '+��"',�� a-�-- � �� Ts-�`��T��3�/9 4�.s � "�� ` :�z,7pt� � Ys, �,•'��. ��;,� �s�..:� d� a s p a�, � ,��„' ' � �� :.,`�. „��I. �_��€ � ��"i�{ � l � r Y. .6„ ��i'' � � ; a � �? vy, � �� ";� �,��"� � i� �v ; .� � `�"�� _ � ��;� � "�� a ��:a �.. �-:': �t p.�-�� .�: � � � ��'Y,f u �' �, 3 ��.v � :€ q. �:��,, s.,� a�; � '� "� .,, .; ,,,� ':'ry� � s c� �� . __�r � ��i ,. , -: � .: � tx'�, � ��3�i1�� ; s` ; ;� :u,i 1.. x i . r�' ';�..3� � d3�. ':�� x �.�,.3. �1r: ��'3�4 ..��„�� ,�.�,�„� f� r -�v, `�'�_ `. ,y3. ::.'�.� ..3��::��\ �; � �, § ^?L ;;z �;, CLERMQ�NT WEALTH �TRATEGIES January 10, 2014 ��a' a r J�� f i .i: i``� � �y � ,,, . .. ��y �i.. /`/ �"(1 Cumberland County Courthouse � �,°. � ; � Register of Wills rn � �, =� c,, ;� 1 Courthouse Square � � ; w-' r; r; Suite 102 � U? �' `r � '' -� � ,°:-: Carlisle, PA 17013 `� � c� � -�+ �,�� Via Certified Mail: 7006 2760 0003 5744 9349 � � �`� �-�- � �, �.. '-=` �� • �,_�_ r�.� „� --i ,,,..- RE: Edwin B. Stokes Estate �`' � `"�' �i File No.: 21-13-0530 REV-1500 filing Inventory filing Dear Register of Wills: Please find enclosed the PA Inheritance Tax Return Form REV-1500 in duplicate and the Inventory for filing. No inheritance tax payment is due. Additional probate fees of Fifty Dollars ($50.00) are due and a check is enclosed to your office for payment of these additional fees. There are three additional cover pages to the REV-1500 and two additional cover pages to the Inventory enclosed. Please time and date stamp these additiona! cover pages and return to me in the enclosed postage paid envelope. If you have any questions or concerns regarding the above, please do not hesitate to contact me. Thank you. Sincerely, Clermont Wealth Strategies, A Division of Fulton Bank, NA, By� � � � ��' � ��C�� C�� --�-c . Gloria A. Shatto, JD � Estate Settlement Officer Vice President 717-291-2854 gshatto clermontwealth.com Enclosures c: Terrence J. Kerwin, Esq. One Penn Square,P.O.Box 7989 Lancaster, PA 17604 cl�rrne�ntw�alth.com �� _ �.�. . .,. �.{�� .,:. _ � O _ � n � m ��ea�� c��3cE oF � � 3 ftEGISTL�t OF �'i��.S � � -� ��i't J�i� i`� �fl 1 Q7 D� a � p� � � D CLERiC 0�= � � � O�c°HANS' COJ�T p = CUh48ERLA�t� ��.. ��+ o x -� v m �O � 0o m �O N �.1 O �� O �� Q' �� C � �+� � � ~1 �� ' 0" ' �� ■ � � O � ■ � � ■ � � � � � �� O ■ � � �� Q- � �� CD �, �" �. C� W � � � � � � �, �� (p ��G � �� v N� � (7 �� .� � - O � fn � w �� W � � � �� (p � ..� O C N (D Priority Mail ComBasPrice .� � • � G o urur�o a o N s�, � � � o W� �' � � T (O �' � O p N �� `� � � � Z� Z � �O �� 6 m �,,,� � —.r N O �n N � � .�� ,��-�.�� . -��.,,, _� . =v�� O n � � {tEC0�2u�G C��ICE OF N � 'O 3 R��1� 1 Llt YI tai E�eS..V � � � � � !,��1 �t�� n 1 07 D� . � � , a D v � CLER�( Cs"- � � ~ � 4�°HANS' �OJ�T p = Cl1MBERLA�1� C?.. PP� � 0 x � m � Ll � � � o � O �� . �� I � � i �. o-. . � � N o � ; -, � � � � � p � ' 3 � (D � � u� (n ��• Q- o � 1 cp � � � C� w I °U m c � � �" � ' Dp � � � � � : iN� �n � � i o � — o .� — _ w � � � w � � �. r � � .� 0 c � rn Priority Mail ComBasPrice .� � • � o o ururFo y, o N S�. ay 9 oN� . � W � �, � �, � � o � � ��a N �'� �� 5 O z.�1� T. v � mW� o � N= � � o