HomeMy WebLinkAbout04-23-14 1505610105
IX(oz-v)(Fl)
REV-1500 OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania
Bureau of Individual Taxes County Code Year File Number
On
PO BOX 28o6o1 INHERITANCE TAX RETURN 1 I (j
Harrisburg,PA 17128-o6o1 RESIDENT DECEDENT 1 J L
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
200-26-0447 09/09/2013 09/20/1934
Decedent's Last Name Suffix Decedent's First Name MI
Winkeler Joan R
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
011o, 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death
Prior to 12-13-82)
C=) 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
Op 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
Susan J.Winkeler (304)703-9822
REGISTER OF WILLMSE ONLY
s m
O m
First Line of Address
P.O. Box 1122 _ _j d
r' rn
Second Line of Address D �; C-`D
S? O
City or Post Office State ZIP Code O FILE
~, r M
Berkeley Springs WV 25411 —1 N r— R7
C:f'1
Correspondent's e-mail address:sjWlnkwy @aol.coftt
Under penalties of perjury,I declare that I have examined this return,Including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RES N SLE OR FILING RETURN DATE
�J d0-/
-ADDRESS
P.O. Box 11:0, Berkeley Springs, WV 25411
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADORES$
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105
J 1505610205
REV-1500 EX(Fl)
Decedent's Social Security Number
Decedent's Name: Joan R.Winkeler 200-26-0447
RECAPITULATION
1. Real Estate(Schedule A). ........ ........ ...................... 235,000.00
2. Stocks and Bonds(Schedule B) ....................................... 2. 206,007.24
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. 84,602.83
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 2,012.50
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested........ 7. 757,448.98
8. Total Gross Assets(total Lines 1 through 7)............................. 8. 1,285,071.55
9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 47,971.09
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............... 10. 648.92
11, Total Deductions(total Lines 9 and 10)................................. 11. 48,620.01
12. Net Value of Estate(Line 8 minus Line 11) .............................. 12. 1,236,451.54
13. Charitable and Governmental Bequests/Sac 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. 1,236,451.54
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- 15.
16. Amount of Line 14 taxable
at lineal rate X.045 1,236,451.54 16. 55,640.32
17. Amount of Line 14 taxable
at sibling rate X.12 _ 17.
18. Amount of Line 14 taxable
at collateral rate X.15 18.
19, TAX DUE ......................................................... 19. 55,640.32
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT CIO
Side 2
1505610205 1505610205 J
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address:
DECEDENTS NAME
Joan R.Winkeler
STREETADDRESS
41 South West Avenue
CITY STATE ZIP
Shiremanstown PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 55,640.32
2. Credits/Payments
A.Prior Payments 55,000.00
B.Discount 2,894.65
3. Interest Total Credits(A+B) (2) 57,894.65
(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 refumL (4) 2,254.33
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5)
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 arid: Yes No
a. retain the use or income of the property transferred.......................................................................................... ❑ E
b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ N
c, retain a reversionary interest.............................................................................................................................. ❑
d. receive the promise for life of either payments,benefit or care?...................................................................... ❑
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
witho rt 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?.............. ❑ N
4. Did decedent own an individual retirement account annuity or other non-probate property,which
contains a beneficiary designation7 ........................................................................................................................ N ❑
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)()].
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
172 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 decedents lineal beneficiaries is 4.5 percent except as noted in V2 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 Secfon 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
DEPAWMEW OF REVENUE
INHERr[ANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: - - - - FILE NUMBER: -
Joan R. Wfnkeler 2013-01021
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 reasonabte knowledge of the relevant facts.
Real property that Is toiMhrowned with right of survivorship must be disclosed on Schedule F. -
Attach a copy of the settlement sheet If the property has been sold.
REM include a copy of the deed showing decedent's Interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH '
DESCRIPTION
1 41 South West Avenue,Shiremanstown,PA 17011 235,000.00
TOTAL(Also enter on Line 1, Recapitulation.) $ 235,000.00
If more space Is needed,use additional sheets of paper of the same size. -
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REV-uoe EX+(o6-f2)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS Et MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Joan R.Winkeler 2013-01021
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 an Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Cash on Hand 39.72
2, M&T Bank,5219 Simpson Ferry Road,Mechanicsburg,PA 17050,Acct#9860234146,Checking 27,199.19
3, Members 1 st Federal Credit Union,5000 Louise Drive,Mechanicsburg,PA 17055,Acct#201716,Savings 547.64
4, Members 1st Federal Credit Union,5000 Louise Drive,Mechanicsburg,PA 17055,Acct#20171647,CD 14,841.07
5. Morgan Stanley,4507 North Front Street Harrisburg,PA 17110,Aoct#410-014013-012,Bank Deposit 18,620.86
6, USAA,9800 Fredericksburg Road,San Antonio,TX 78288,Aoot#006684313,Subscriber Savings Account 1,401.85
7, 2009 Honda Accord EX Sedan 14,662.00
8, Personal Properly 7,290.50
TOTAL(Also enter on Line 5,Recapitulation) $ 84,602.83
If more space is needed,use additional sheets of paper of the same size.
REV-L5o9 5X+(oi-io)
pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Joan R.Wlnkeler 2013-01021
If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A.Benjamin W. Basil 1220 Moores Hill Road Grandson
Laurel Hollow,NY 11791
B.Kirsten M.Winkeler 26 Amaryllis Lane Granddaughter
Newtown, PA 18940
C.
Lindsay E. Basil 1220 Moores Hill Road Granddaughter
Laurel Hollow,NY 11791
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTm1lION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDEM'S VALUE OF
NUMBER i1:NANT JOINT IDENTIFYING NUMBER ATTACH OECD FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT$INTEREST
1. A. 09/18/08 United Stales Savings Bond,Series I,M0077884541 1,000.00 50% 500.00
2. B. 09/18/08 United States Savings Bond,Series 1,M0077884551 1,D00.00 50% 500.00
3. C. 09/18/08 United States Savings Bond,Series I,M0077884561 1,000.00 500/0 500.00
4. D. 09/18/08 United States Savings Bond,Series 1,M0077884571 1,000.00 500/0 500.00
5. E. 02/08/01 Members 1st Federal Credit Untion,Savings Accl 201716-00 25.00 50% 12.50
TOTAL(Also enter on Line 6, Recapitulation) $ 2,012.50
If more space is needed,use additional sheets of paper of the same size.
Schedule F
Jointly-Owned Property
Estate of Joan R. Winkeler File Number 2013-01021
Surviving Joint Tenant
D. William R. Winkeler,Jr. 18 Wharton Court Grandson
Pittsburgh, PA 15203
E. William R. Winkeler 26 Amaryllis Lane Son
Newtown, PA 18940
REV-1510 EX+(08-09)
pennsytvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Joan R.Winkeler 2013-01021
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
V/CLTHE 111E OfTANTHE. ATTACH HAEE11E1R THE EDFOTO DECEDENT MATE.AND
NUMBER THE PATE Of TannsEER AnacHACanr orrxE DEeo FOR REAL ESTATE. VALUE OF ASSET INTEREST IuAatticAau: VALUE
1. Morgan Stanley,Retirement Acct 410-023457-012,Beneficiaries-William R. 127 848.19 100 127,848.19
Winkeler,son;Elizabeth W.Basil,daughter;and Susan J.Winkeler,daughter
Transferred 12/27/2013 and 12/3012013.
2 Vanguard,Traditional IRA Acct 09946807371,Beneficiaries-William R. 346,390.49 100 346,390.49
Winkeler,son;Elizabeth W.Basil,daughter;and Susan J.Winkeler,daughter
Transferred 10/10/2013,11/04/2013,and 10/18/2013.
3 Vanguard,Individual Acct 09946904326,Beneficiaries-William R.Winkeler, 65,869.04 100 65,869.04
son;Elizabeth W.Basil,daughter;and Susan J.Winkeler,daughter
Transferred 10123/2013,11/04/2013,and 10/18/2013.
4 Members 1st Federal Credit Union,CD 22399441,Beneficiary-William R. 38,108.05 100 38,108.05
Winkeler,Transferred 09123/2013
5 Members 1st Federal Credit Union,CD 223994.42,Beneficiary-Elizabeth W. 38,108.05 100 3$108.05
Basil,daughter,Transferred 09/2312013
6 Members 1st Federal Credit Union,CD 223994-43,Beneficiary-Susan J. 38,108.05 100 38,108.05
Winkeler,daughter,Transferred 09/2312013
7 Members 1st Federal Credit Union,CD 201716-40,Beneficiaries-Elizabeth 24,667.17 100 24,667.17
W.Basil and Susan J.Winkeler,daughters,Transferred 09/23/2013
8 Members 1st Federal Credit Union,CD 201716-42,Beneficiaries-William R. 24,441.49 100 24,441.49
Winkeler,son and Susan J.Winkeler,daughter,Transferred 09/2312013
9 Members 1st Federal Credit Union,CD 201716-55,Beneficiaries-William R. 21393.17 100 21,393.17
Winkeler,son and Susan J.Winkeler,daughter,Transferred 09/23/2013
10 Susquehanna Bank,CD 3000060278,Beneficiaries-William R.Winkeler, 7,750.92 100 7,750.92
son;Elizabeth W.Basil,daughter;and Susan J.Winkeler,daughter
Transferred 09/30/2013.
11 Susquehanna Bank,CD 3000154540,Beneficiaries-William R.Winkeler, 10,857.59 100 10,857.59
son;Elizabeth W.Basil,daughter;and Susan J.Winkeler,daughter
Transferred 09/30/2013.
12 Susquehanna Bank,CD 3000156129,Beneficiaries-William R,Winkeler, 8,016.58 100 8,016.58
son;Elizabeth W.Basil,daughter;and Susan J.Winkeler,daughter
Transferred 09/3012013.
13 Susquehanna Bank,CD 3000158467,Beneficiaries-William R.Winkeler, 5,890.19 100 5,890.19
son and Elizabeth W.Basil,daughter,Trannferred 09/30/2013.
TOTAL(Also enter on Line 7,Recapitulation) # 757,448.98
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+ (08-13)
pennsytvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHMUTANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Joan R. Winkeler 2013-01021
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Matpezzi Funeral Home-Mortician and religious services,casket,vault,selected merchandise 12,724.47
2. Rolling Green Cemetery-Opening and dosing of grave,purchase and placement of marker 3,419.00
3. Theo's Bar 8 Grill-Funeral luncheon 2,200.80
4. Garden Bouquet-Flowers 351.92
5. William R.Winkeler-"Thank You'cards and postage 25.00
6. Elizabeth W.Basil-Postage 25.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions: _
Name(s)of Personal Representative(s)
Street Address
City State_ZIP
Year(s)Commission Paid:
2• Attorney Fees:
3. Family Exemption: (If decedent's address Is not the same as daimant's,attach explanation.)
Claimant
Street Address
city State_ZIP
Relationship of Claimant to Decedent _
4. Probate Fees: 958.50
5. Accountant Fees:
6. Tax Return Preparer Fees:
7. Real estate,brokerage,personal property and misc.administrative costs-See attached summary 28,266.40
TOTAL(Also enter on Line 9, Recapitulation) $ 47,971.09
If more space Is needed,use additional sheets of paper of the same size.
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REV-1512 EX+(12-12)
Qi pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Joan R.Winkeler 2013-01021
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 DESCRIFFION OF DEATH
1. JC Penney Credit Card 80.00
2. Members 1st Federal Credit Union Visa 549.10
3, Sprint Cell Phone 19,82
TOTAL(Also enter on Line 10,Recapitulation) $ 648.92
If more space is needed,Insert additional sheets of the same size.
REV-1513 EX+(01-10)
'Pennsylvania SCHEDULE J
DEPARTMENT OF REVENU
INNERTTANCE TAX RMRN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Joan R.Winkeler 2013-01021
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(a) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec 9116(a)(11).)
I. William R.Winkeler,26 Amaryllis Lane,Newtown,PA 18940 Son 33-1/3%
2. EI'lubeth W.Basil, 1220 Moores Hill Road,Laurel Hollow,NY 11791 Daughter 33-1/3%
3. Susan J.Winkeler,P.O.Box 1122,Berkeley Springs,WV 25411 Daughter 33-1/3%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1S00 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX 1S NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same site.
RECD;;''' = ' t r ';- OF
LAST WILL AND TESTAMENT s
OF . .�'iJ U_F LJ M! 12 51
JOAN M. WINKELER
O HANS' COURT
I, JOAN M. WINKELER, of Shiremanstown,CCUifiEd±1\An'rIC0., PA
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, WILLIAM R. WINKELER, ELIZABETH W. BASIL and SUSAN W.
BLISS.
SECOND: Should my son, WILLIAM R. WINKELER, predecease
me, I give and bequeath his share, in equal shares, to his wife,
MICHELLE G. WINKELER and his son, WILLIAM R. WINKELER, JR. , and
his daughter, KIRSTEN M. WINKELER.
THIRD: Should my daughter, ELIZABETH W. BASIL, prede-
cease me, I give and bequeath her share, in equal shares, to her
husband, BENJAMIN J. BASIL and her daughter, LINDSAY E. BASIL,
d her son, BENJAMIN W. BASIL.
FOURTH: Should my daughter, SUSAN W. BLISS, predecease
me, I give and bequeath her share, in equal shares, to my son,
WILLIAM R. WINKELER and my daughter, ELIZABETH W. BASIL.
FIFTH: Should any of my grandchildren not have
attained the age of twenty-two (22) years at the time for distri-
bution to him or her, I give, devise and bequeath the share of
each such grandchild to my hereinafter named Trustee or Trustees,
IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the
shares so received, and to use and apply from time to time such
portion of income and principal for the said grandchild' s post-
high school education (including college, trade school or other
similar training or education) , as my Trustee or Trustees, in
their sole discretion, deem advisable. The Trustee or Trustees,
in exercising their discretionary authority with respect to the
payment of income or principal of the within Trust to my
grandchildren, shall take into consideration any income or other
resources available to my grandchildren from sources outside this
Trust.
Any income or principal not so applied shall be dis-
tributed to each grandchild when he or she attains the age of
twenty-two (22) years. In the event any of my grandchildren die
t
prior to the termination of the Trust established herein for
their benefit, the interest of my grandchild in said Trust shall
cease with any income and principal being divided evenly between
or among that deceased grandchild's brothers and sisters or the
separate trusts established hereunder for their benefit and, in
R
the absence of any brothers and sisters, to my other grandchil-
dren in equal shares.
SIM: In addition to ail powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all„ proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, . any real or personal property and to give
gtions for sales, exchanges or leases, for,such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. rThis. inciudes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning. the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
s
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principal of my residuary estate.
NINTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
TENTH: I nominate and appoint SUSAN W. BLISS, Execu-
trix of this, my Last Will and Testament. In the event of the
death, resignation or inability to serve for any reason whatso-
ever of the said SUSAN W. BLISS, I nominate and appoint WILLIAM
R. WINKELER, Executor of this, my Last Will and Testament. In
the event of the death, resignation or inability to serve for any
reason whatsoever of the said SUSAN W. BLISS and WILLIAM R.
WINKELER, I nominate and appoint ELIZABETH W. BASIL. I direct
that my Executrix or Executor, Trustee or Trustees, as the case
may be, and their successors, shall not be required to post
security or a bond for the performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this � day of 7�
2001.
�/e+-' /�• Z/` ,� G.-� (SEAL)
JO R. WINKELER
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
i
Address t t
Address
4
�rPt,nENr .t OMB Approval No.2502-0255
�= A. Settlement Statement (HUD-1)
eJYUa
�b e
Type of Loan
FHA 2.[]RHS 3.g Conv.Unins. 6. File Number. 17- Loan Number: 8. Mortgage Insurance Case Number:
VA 5.[]Conv.Ins, 06-366.002 504023831
Note: This form is furnished to glie you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked-(p.o.a)"were paid oulside the closing,;they are shown here for informational purposes and are not included in the totals'-
Name and Address of Borrower E. Name and Address of Seller. F. Name and Address of Lender:
-ad C.Homnburg and Estate of Joan R.W inkeler Susquehanna Lending Group,Inc
Icole L.Horanburg 41 South West Avenue 3906 Market Street
i Oak Avenue Shiremanstown,PA 17011 Camp Hill,PA 17011
10 la,PA 17025
. Property location: H. Settlement Agent: 1, Settlement Date:
I South West Avenue Midstate Abstract Company
liramanstown,PA 17011 2331 Market Street November 22,2013
umbedand County,Pennsylvania Camp Hill,PA 17011 Ph. (717)76 3-1383
Place of Settlement:
2331 Market Street
Camp Hill,PA 17011
Summary of Borrower's transaction _ K Summary of setter's transaction
0. Gross Amount Due from Borrower: 400. Gross Amount Due to Seller.
1. Contract sales price 235,000.00 401. Contract Sales price 235000.00
2. Personal property 402. Personal property
3. Settlement Charges to Borrower(Line 1400) $063.98 403.
4. 404.
15. 405.
i ustments for items aid by Seller in advance Ad ustments for items paid by Seller in advance
J6. City/Town Taxes to 406. Cityfrown Taxes to
17. Countyrhop.Taxes 11122/13 to 01/01114 104.06 407. Count tr .Taxes 11122/13 to 01/01114. 1D4.06
18. School Taxes 11/22/13 to 07/01/14 .1,422.25 408. School Taxes 11/22/13 to 07/01[14 1,422.25
)9. 4th Qtr.Sewer/Trash 11122/13 to 01/01/14 51.17 409. 4th Qtr.SewedTrash 11/22/13 to 01/01/14 51.17
10. 410.
H. 411.
12. _ .... 412.
W. Gross Amount Due from Borrower 244,641.46 420. Gross Amount Due to Seller 238,577.48
10. Amounts Pakt by or In Behalf of Borrower 500. Reductions in Amount Due Seiler:
)1. Deposit or earnest money 50D0.00 501. Excess deposit see instructions
)2. Principal amount of new loan(s) 188,000.00 502. Settlement charges to Seller(Line 1400 16,605.00
)3. Existing loan(s)taken subject to 1 503. Existing loans taken subject to
04. 504. Payoff First Mortgage
35. 505. Payoff Second Mortgage
06. 506.
07. - 507. (Deposit disb.as romeds
08. 508.
09. Seiler Assist " 5250.00 509. Selter Assist 5250.00
d ustments for items unpaid by Seller Adjustments for items unpaid by Seller
10. CityfTown Taxes to 510. City/Town Taxes to
11. Countyfrwp.Taxes to 511. Countyfrwp.Taxes to
12. Scher Taxes to 512. School Taxes to
13. 513.
14, 514.
15. 515.
16. 516.
:17. 517.
118. 518. Escrow for Inheritance Taxes to Midstate Abstract 15,800.0c
119. 519.
:20. Total Paid byffor Borrower j 198,250.00 520. Total Reduction Amount Due Seller 37,655.0[
100. Cash at Settlement fromito Borrower 600. Cash at settlement tolfrom Seller
101. Gross amount due from Borrower(tine 120) 244,641.46 601. Gross amount due to Sefier fine 420 i 236,577.41
102. Less amount paid by/for Sortower(fine 220) ( 198,250.00) 602. Less reductions due Seller(fine 520) 37,655.0(
{03. Cash nX From ❑ To Borrower 46,391.46 603. Cash X�To From Seller 198,922.4E
Patlousdeofdwrn9by W,,mw(SI,sera($),lwn rtU,or ftcFpadgT) - "-
Pad From Pad Fran
DM&Aan of commission(fine 700)as IbNows: Borrowers Sellers
'01 S ,¢892.50 to Caldwell u Fundsat Funds at
*02.$ 6,892.50 to REIMAX Realty Associates Settlement Settlement
'03,Commission paid at settlement 13785.00
'04. Broker Fee to Caldwell Banker Homestead Group 300.00
'05. Broker Fee to RE/MAX Realty Associates 295.04
t00.{tams Payable in Connection with Loan
!01.Our origination charge $ 1,181.96 from GEE#1 - - -
,02.Your credit or charge(points)for the specific interest rate chosen $ (from GFE#2)
,03.Youradusted origination charges from GFE#A 1,181-96
04.Appraisal fee to StreetUnks from Gffl9(X .$490.0 Borrower"
05.Credit Report to from GFE#3 -
06.Tax service to First American RE Tax from GFE#3 69:00 `
07.Flood certification to First American Flood from GFE#3 8.50 '
08. from GFE#3
09, from GFE#3
10. from GFE#3)
11. (tram GFE#3)
00.Items Required by Lender to Be Paid in Advance
01.Daily interest charqes from 11122113 to 12101713 9 0 $21.2466001da from GFE#10 19112
02.Mortg age insurame remium for monthsto from GFE#3)
03.Homeowners insurance for 1.9 years to Erie Insurance from GFE#11) 59-72 11 642.00
04. from GFE#11
05. form GFE#11
000.Reserves Deposited with Lender
001.initial deposit for your escrow account (from GFE#9) 1.29530
002.Homeowners insurance 3.000 months @ $ 53.50 per month $ 160.50
003.Mortgage insurance months 0 S per month
304.Property taxes $ _
Count fiw .Taxes months er month _
School Taxes months er month
)05. ._ . .. .
306.Countyffwp.Taxes 10.000 months @ $ 77.54 per month $ 775.40 _
307. School Taxes 8.000 months $ 191.83 pw month $ 1.150.98
108. $
709. Ag ate Escrow Adjustment $ 7791.58
100.Title Chargaa
101.Title services and lender's Utle insurance from GFE#4) 1.640.00 25,00
102. Settlement orcbslnq fee
103. Owner's life insurance to Midstate Abstract Company Insurance Acct. from GFE#5 235.00
104. Lendersfitle msurameto Midstate Abstract Company Insurance Acct. 1490.00
105. Lender's fille Policy limit 188,000.00
106.Owners We policy limit $ 235,000.00
107 Anent's aodion of the total title insurance premium to Mi state Abs Tact Com an 1636.00 _
108. Underwriter's portion of the total title insurance premium to M cistate Abstract Company insurance Ac $ 189.00 -
109. $
110. $
M. $
112. $
113. $
200.Government Recording and Transfer Charges
?01.Government rem Ming charges to Recorderof Deeds Office from GFE#7 156.00
A2.Deed 69.00 Mori a e $ 87.00 Releases $ Other $
?03.Transfer taxes to Recorder of Deeds Office from GFE#8 2,350.00 -
?04.CitylCounty taxJstsmos Deed $ 2,350,00 Mort a e
A5.state tax/sta s Deed $ 2,350.00 Mort e $ 2,350-00
?O6.
W.
500.Additional Settlement Charges
101.Required services that you can shop for from GFE#6
M. Foundation/Structural Ins p. to Home Inspector P460318450.00 eorcower'
103. S
M. $
305. $
106. Tax Certification to Bonnie Miter,Tax Collector $ 10.00
107. Tax Certification ---- - - to Judy Prowell,Tax Collector $ 10.00
108, Deed Preparation to Guardian Transfer $ 125.00
100.Total Settlement Charges(enter on lines 103,Section J and 502,Section KI 8,063.98 16,605.00
File No.41 SWEST
BASIL,LISA
41 S WEST AVE
SHIREMANSTOWN,PA 17011
Fite Number: 41SWEST
In accordance with your request, I have appraised the real property at:
41 S WEST AVE
SHIREMANSTOWN,PA 17011-6547
The purpose of this appraisal is to develop an opinion of the defined value of the subject property,as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion,the defined value of the property as of September30,2013 is:
$231,000
Two Hundred Thirty-One Thousand Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final opinion of value,descriptive photographs, assignment conditions and appropriate certifications.
STEVEN D.WOOF
PA STATE CERTIFIED RES R.E.APPRAISER
Restricted Use Residential Appraisal Report He NO.41SWEST
iea:�mnmmeume.,we.neucwr..m.,au.cane.n„aa.ee...Wxm..ecmuwx�,wwmoerarymnbrwee.,»,ammmpotrry.m,w...mndwam�
mwa .erawaem..rk wrnme un +am mo-alew.tnaoawae mTnee.n..a..ea.rme renmew,.e.awam. .�,.,.
Clean BASIL LISA E"mail NYBASILQNOPTONLINENET
Clwa Admess 41 SWEST AVE City SHIREMANSTOWN State PA 2107011
InRnOed Use PERSONAL FINANCE DECISION
Prap"AdNess 41 S WEST AVE c4 SHIREMANSTOWN Suee PA ZID 17011-5547
01he Desai on APNL Gem„IIa made PARCEL NUMBER 48-24-0705-052
R' aced feISEEILe LlLeNsalwal OYIa AesnlOe
Sa,*s mperrpexlstaq.s SINGLE FAMILY RESIDENTIAL Use Waves! SINGLE FAMILY RESIDENTIAL
Ni am Best Use: Ex15d 011y:
research did ad nd reveals sawsaaanMas dare vu IatlR drcee rs ale dle eaeNVe dda dNisa aiset
Prix SelefTraNVwr Date Price Saurces
A.V,dpw saw roamer htvap If ma sNaw PW0Y Dual un emse saes,delapliadel
Olienn rs,a pure Net wroam as of dN aaedive da¢of Ine apps sal
Maxem¢lnycamswds: MARKET CONDITIONS ARE STABLE AS OF THE DATE OF THIS APPRAISAL.SUPPLY AND DEMAND ARE IN
BALANCE.CONVENTIONAL FINANCING IS PREDOMINANT IN THE LOCAL MARKET AREA WITH SOME HELP FROM THE
SELLER TOWARDS THE BUYERS CLOSING COST.
Saw CnmmeTaa: SITE AREA OF 0.28 ACRES WAS TAKEN FROM THE CUMBERLAND COUNTY TAX ASSESSMENT DATABASE.
Impovemem Cantnenm: THE APPRAISED PROPERTY IS CONSIDERED TO BE IN GOOD CONDITION AND HAS BEEN WELL
MAINTAINED,KITCHEN AND BATHS REMODELED APPROX 10 YEARS AGO.ALL NEW WINDOWS.NO FUNCTIONAL OR
EXTERNAL INADEQUACIES NOTED.
FEATURE SUBJECT COMPARABLE SALE NO.1 COMPARABLE SALE N6.2 COMPARABLE SALE NO,3
41 S WEST AVE 313 SOMEREST OR 1115 BALDWIN ST 613 SOMERSET DR
Address SHIREMANSTOWN PA 17011 SHIREMANSTOWN PA 17011 MECHANICSBURG PA 17055 MECHANICSBURG PA 17055
Prexinityussubwo 0.18 miles NE 1.05 milea W 1.58 miles W
Saw Pena i Is 210,000 S 224,118 S 231,715
Saw RtsA.LM Ama S 0.40 sq.s. S 128,21AIrl S 103.06 rt S 100.31 s.
Dam Saaces CPMLMLS#10225511 CPMLMLS#10238182 CPMLMLS#10237257
Wowswn Snares ASSESSMENT/COUNTY STEB ASSESSMENT/COUNTY STEB ASSESSMENT/COUNTY STEB
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION ..i .w DESCRIPTION "t DESCRIPTION s
Sdax ring VA NOIHELP VA NO/HELP Cwv NO/HELP
Caxessi¢ns 1 1 30 DOM 13 DOM ISDOM
DamdSelrM. sit/12 C10/12 a 7/13 C6113 s 8/13 C5113
Lneadon N'Re% MRes N;Res' N'Res'
LeaseNdNFee SaWe I Fee Simple Fee Simple Fee le Fee Simple
Sae 0.28 ACRES 0,20 ACRES 1.000 0.13 ACRES 2,000 0.20 ACRES 1 000
view N;Res; N;Res N;Res; MRes;
Deli S e TRADITIONAL SPLIT-LEVEL 0 TRADITIONAL TRADITIONAL
ar dCwrsavctbn Q4 104 104 Q4
h� 41 46 0 48 0 33 1 0
Condon C3 C3 C3 C3
Abore Grade TW eemm aim
Y.1B ' eam Tm emm a+m Taw agars .
Rrwm CNan 8 4 2.1 7 3 2.1 8 1 4 1 2.1 7 1 3 1 21 0
Oros " Ama30.00 2,349 ui.s 1,638 Pi.ro. 21330 2,176 N,R 5,190 2,310 A A. 1170
ewwNIaaRIVeN1 PART BASEMNT FULL BASEMNT 0 FULL BASEMNT 0 PART BASEMNT
Roans Beau Grade REC.ROOM REC.ROOM REC.ROOM REC.ROOM
Funcnanal UOl AVERAGE AVERAGE AVERAGE AVERAGE
Nears C¢dw RAD C/Air RAD C/Air FHA C/Air 0 FWA C/Air 0
E EIf¢ivm imms NONE NONE NONE NONE
GNII.Cmea 2 Car Garaw 1 Car Gara e 3 006 2 Car Causerie 2 Car Gera
PadtlPatidOxk Patio Porch Patio 1,N)6 Deck Porch 0 Pa80 Porch
FIREPLACE 1 F/P 1 F/P 1 F/P NONE 1 000
EXTRAS NONE POOUFENCE -8000 NONE NONE
Nd Ared IN S 18,330 1 7 190 S 3.170
ANJu#ei Sale Price Net Adj. 8.7% Nn P4j. 3.2% Nel Aq1. 1.4%
d Com moles Gras 16.3% S 228 330 Cams 3,2% S 231 308 Cross 1.4% f 234,885
Summa dSales Cnmpaimn MmIm See AMC heo Acaendura
iratr.i K.y.rismr.n amru e,t,...,b,mam .+m arvlal."ram,aw,aM.neis,am.Y+vin h..ange 01
}^i �„ rme,xa �m (Qana-Imo..+wpmn a ��mvw
i..i w ,aee
v
Restricted Use Residential Appraisal Report rte Na.41SWEST
lanmesaewtee X SBMaCan h CoatA krccara meah I jcsdse:
Diuusion o(mdhafsaMtahNquese«pioyed incllMig reasonsexaWirlgan apRwUrovalue: SEESCOPEOFWORK
Recaxi use commas. MARKET DATA APPROACH WAS UTILIZED.
Based m the scope Rlwork,assUmptlons,limiting conditions ana appraiser's ceNRCatlon,my(as),opnlon of"slosineJ value ofthe met Property Met is
mastda�eaMddsrepvrtaso! 0813012013 ,wfeich ktMerteetNedmeatMisapprmsa6ts:
[XX Sirtgtepohn s 231 000 games M S Q GreeterMan Q Lens Men S
aI'Mealismad" X 'ask.' wgmroeanplaim per Ram and spedfralbm andee basisdahypaledmlcamNOn Thal
I,,,,t Neimpo�v^e'r}nems have Eem cdmReted,
u suajatm(he lCl owing repairs«allaaiensmmC 435is danypmhalWlmM'N�n 11al1M repair«attsaWrshave tt¢en wmpkl� suhlectlotheraideang:
APPRAISED"AS-IS'
AppmisersO oatbn
TMappalea(alcaalMf daiL teiM hestarrM VMiW S kmwkdge endaNlN:
1.7M smmmen6 d laa demo iretl in this repro are aue altd cmea
2.IM1xrepona}emFyses,eRm+an.antlootlta'otn am!maalany hyiimfep«1MasRmlpd«rsmdWNOngcdntlkbnatl methsappaise'spet5gTa(anpanieA andunbmsM
po(essexmf anayses.opdiom,«tdaacnsiax.
7,unless ah«wha sorted,dee appraises kas rm ReaaapoWecdve Ataau inihe POpmtYihatistkawbje[tdmkre pwtaMhasrmpersmdiMCmdwimr¢speatotlrepanies
ImroNed.
�.The eppais«hps roEias wide mapeefmtlm poperty!hat kthe suhJat diN4 relmnatn lha�rpanies inwahetlwM thk assignmm.
$.TI'C appOkar'afxlg3glaa%a lnitlk855Nfnmea Wa511e1eaMln9ea4pW1(kNC10RrIg IXrCjXkl.y REdP.IHmIlRdfe$im1
b.7haappana'stamper58m Fa Cargiefag Vrkament krw[caaXgaotmxi NCdevdtpmemarepatlrg des Redaarcer4d�kxaian hvaeremat ravasfrS razed
dm c(aM tM amwM al the slue opinbn,the awinmeo d a stipulated rewM1«the rmmm[a d e a9segtnrlt ever[dirttdy rddad m dee MI«ded the d this a ppakai.
7.The appalsel"s anatyses,opinMxls,and nonaasipin were devdop�,and iMsrepan has t�Repared,In mrfamiy wan me Unifom SmMards of PmlessionalAppalsal Praaice.
B.Unfess aha aer mead,oneaRVaia«has made a misorelimwooia or one property deal is dta"W of vas repot
9,UNessmmd.mtolepov'rJedsigrafcam reaipoparyapRd salassidance latheappai4a slgvgmkcertMwtiCn.SigNfiramreaipopah}afprais&a5sismncepondedhy.
AtldkiwwiCartNwaebns:
THE APPRAISER IS NOT_A HOME INSPECTOR,THE APPRAISER ONLY PERFORMED A VISUAL INSPECTION OF THE
ACCESSIBLE AREAS AND THE APPRAISAL CANNOT BE RELIED UPON TO DISCLOSE CONDITIONS AND/OR DEFECTS IN THE
PROPERTY. .. _.
TypeaiVaan: 0come-Vann; .-
Swmof fiMkx, REAL ESTATE APPRAISAL TERMINOLOGY
Definition of Value: THE MOST PROBABLE PRICE WHICH A PROPERTY SHOULD BRING IN A COMPETITIVE AND OPEN MARKET
UNDER ALL CONDITIONS REQUISITE TO A FAIR SALE THE BUYER AND SELLER EACH ACTING PRUDENTLY
KNOWLEDGEABLY AND ASSUMING THE PRICE IS NOT AFFECTED BY UNDUE STIMULUS.
APPRAISER /J CO APPRAISER
Sgnmae: _ $igma: _
Norm' STEVEN D. Nam:
Smlece dooddon f RLD03622 Stale Cent"W 0
«License f or Lkense
«Olha(desaibel: Stale f Slow
Stain:PA Crp'smimn6med Cst4ramroe«tisane:
ErRratmn Owed Cmaficamn«licansr 0013=015 Dme a Signaae:
Dote of Signature and Reaw: 10/02/2013 _ Dated Propely Vewng:
Uateaf Ropeny iimang: 08130/2013 Dogs.d weely viewing: r—�
0egeed s-a"vi—q ❑Imaio,.MExlanor QEnm«Onfj ODidmtps onalyview
( inenormrantl Exteebr Q Ums G y Ll Didrar Wes c I Yvsm
nmrcaieryna raur.M YJ/ernwn,xw,amm maim Cnmfi°'II's rsoNA lX�,wnolsnwm!mvyn��A[.upN,q�r:nemrl
C P!rWill Rge Ep a (SeAR"'I Gore R.pr< '(Ftxn[si_®reli V9.
j - Appmising PA
Mdr�q.•. �rAn�t.,y
Estate Valuation I
Date of Death: 09/09/2013 Estate oft Winkerler
Valuation Date: 09/09/2013 Account; 410-014013
Processing Date: 12105/2013 Report Typet Date of Death
Number of Securities: 6
File IDt Winkeler 410-014013
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals value
11 18620.86 Cash (CASH) 18,620.86�StA.e,dJ�C
t
21 600 GENERAL ELECTRIC CO (169604103: GE)
CON
New York Stock Exchange
09109/2013 23.46000 23.18000 H/L
23.320000 13,992.00
3) 300 NORFOLK SOUTHERN CORP (655844108; NSC)
CON
New York Stock Exchange
09109/2013 75.14000 74.23000 H/4
74.685000 22,405.50
Div: 0,52 Ex: 07/31/2013 Rec: 08/02/2011 Pay: 09/1012013 156.00
4) 400 VERI20N COMMUNICATIONS INC (92343V104; V21
CON
New York Stock Exchange
09/09/2013 46.40000 45.82000 H/L
16.110000 18,444.00
5) 5882.995 PIMCO PUS PAC INVT MGMT SER (693390429; PTTCx)
TOTAL SET C
Mutual Fund (as quoted by NASDAQ)
09/0912013 10.61000 Mkt
70.610000 62,418.58
Daily Div. Accrual as of 09/09/2013 18.21
6) 2297.202 PIHCO FOS PAC INVT MGMT SEA (693391146; PRTCX)
REAL RETRN C
Mutual Fund (as quoted by NASDAQ) 10.95000 Mkt
09/09/2013 10.950000 25,154.36
Daily Div. Accrual as of 09/09/2013 1.61
$161,035.30
Total Value: $175.82
Total Accrual:
Total: $161,211.12
Page I
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) 313-6100 or www.evpsys,com, IRevision 7.3.1)
Calculated Value of Your Paper Savings Bond(s) Page 1 of 1
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 09/2013
Total Price Total Value Total Interest YTD Interest
$20,100.00 $63,416.98 $43,316.98 $1,265.72
Bonds: 1-29 of 29
Serial # Series Denom Issue Next Final Issue Price Interest Interest Value Note
Date Accrual Maturity Rate
L221662264 EE $50 08/1985 02/2014 08/2015 $25.00 $81.54 4.00% $106.54
X2228027 EE $10,000 10/1992 1012013 10/2022 $5,000.00 $9,236.00 4.00% $14,236.00
X2228026 EE $10,000 10/1992 10/2013 10/2022 $5,000.00 $9,236.00 4.00% $14,236.00
X2228025 EE $10,000 10/1992 10/2013 10/2022 $5,000.00 $9,236.00 4.00% $14,236.00
D18633543 EE $500 02/1987 0212014 0212017 $250.00 $652.60 4.00% $902.60
M20789231 EE $1,000 10/1986 10/2013 10/2016 $500.00 $1,508.00 4.00% $2,008.00
M20789230 EE $1,000 10/1986 10/2013 10/2016 $500.00 $1,508.00 4.00% $2,008.00
M20789229 EE $1,000 10/1986 10/2013 10/2016 $500.00 $1,508.00 4.009/b $2,008.00
M17325795 EE $1,000 10/1986 10/2013 10/2016 $500.00 $1,508.00 4.00% $2,008.00
M17325794 EE $1,000 10/1986 10/2013 10/2016 $500.00 $1,508.00 4.000/c $2,008.00
M17300754 EE $1,000 10/1986 10/2013 10/2016 $500.00 $1,508.00 4.00% $2,008.00
M17300752 EE $1,000 10/1986 10/2013 10/2016 $500.00 $1,508.00 4.00% $2,008.00
D13177921 EE $500 10/1986 10/2013 10/2016 $250.00 $754.00 4.00% $1,004.00
D13177920 EE $500 10/1986 10/2013 10/2016 $250.00 $754.00 4.00% $1,004.00
D13177919 EE $500 10/1986 10/2013 10/2016 $250.00 $754.00 4.00% $1,004.00
D13177918 EE $500 10/1986 10/2013 10/2016 $250.00 $754.00 4.00% $1,004.00
L146663309 EE $50 10/1983 10/2013 10/2013 $25.00 $88.06 4,00% $113.06
L146552405 EE $50 09/1983 09/2013 $25.00 $90.32 $115.32 MA
L144098103 EE $50 08/1983 08/2013 $25.00 $90.32 $115.32 MA
L144017551 EE $50 07/1983 07/2013 $25.00 $90.32 $115.32 MA
L136050213 EE $50 06/1983 06/2013 $25.00 $90.32 $115.32 MA
L12885190S EE $50 05/1983 05/2013 $25.00 $90.32 $115.32 MA
L128760464 EE $50 04/1983 04/2013 $25.00 $90.32 $115.32 MA
L128664654 EE $50 03/1983 03/2013 $25.00 $90.32 $115.32 MA
L120961190 EE $50 02/1983 02/2013 $25.00 $115.16 $140.16 MA
L120866432 EE $50 01/1983 01/2013 $25.00 $115.16 $140.16 MA
L113477701 EE $50 12/1982 12/2012 $25.00 $115.16 $140.16 MA
L113388318 EE $50 11/1982 11/2012 $25.00 $115.16 $140.16 MA
L103025582 EE $50 10/1982 10/2012 $25.00 $121.90 $146.90 MA
Totals for 29 Bonds $20,100.00 $43,316.98 $63,416.98
Notes
NI Not Issued
NE Not eligible for payment
P5 Includes 3 month interest penalty
MA Matured and not earning Interest
C .
":ACCOUNT NO,r ACQt1UNT TYPE<�' STATEMENT PERIOD PAGE
9860234146 1MYCHOICE PLUS CHECKING WITH INTEREST AUG.20-SEP.19,2013 I OF 4
00 0 06117H NN 117
000000709 FIDS154*70109191309 02 000000 4815
JOAN R WINKELER
'ti 'i` 41 SOUTH WEST AVE
CAMP HILL PA 17011-6547
INTEREST EARNED FOR STATEMENT PERIOD 0.23 MECHANICSBURG
INTEREST PAID YEAR TO DATE 1.64
ACCOUNT SUMMARY
'BE NN NG:! DEPOSIT, R ' 0TH CUR NT END".
ANCE.' OFNER AD TONS ". CHECKS PAID ?: —SUBT ACTIONS INTEREST PD: BALANCE ?�
N0. AMOUNT I N0. I AMOUNT N0. I AMOUNT
28,406.96 1 41 3,900.06 1 101 4,115.69 f 6 1 99Z.37 L 0.23 27,199.19
ACCOUNT ACTIVITY
Pp5 SC <. DEPOSIT 01 i..."SERFS CHEC S BOTH£ ' ` OAZLY '
DAT "ANSACT 0 DERIPTION 9. HE DITIONS ! .SUBTRACTIONS BALANCE"
08-20-13 BEGINNING BALANCE $28,406.96
08-20-13 VERIZON FINANCIA PAYMENTS 000000000000287 143.59 28,263.37
5 08-21-13 CHECK NUMBER 0292 200.00
i 08-21-13 COMENITYCARD PAY CHECK PYMT 000000000000288 521.90
S 08-21-13 CHECK NUMBER 0291 37.03 27,504.44
i
08-22-13 CHECK NUMBER 0290 25.13 27,479.31
g -08-27-13 CHECK NUMBER 0284 11000.00 26,479.31
08-29-13 CHECK NUMBER 0293 270.05 26,209.26
B 09-03-13 DFAS-CLEVELAND AF ANN PAY 2,223.10
09-03-13 SSA TREAS 310 XXSOC SEC 1,318.00
09-03-13 98 VOITH SIEMENS RET PMT 354.01
09-03-13 CHECK NUMBER 0296 608.48 29,495.89
09-04-13 MACYS PAYMENT CHECK PYMT 000000000000295 26.00
09-04-13 CHECK NUMBER 0297 100.00
09-04-13 CHECK NUMBER 0298 100.00 29,269.89
09-06-13 CHECK NUMBER 0299 75.00 29,194.89
09-09-13 CHECK NUMBER 0300 1,700.00
09-09-13 CAPITAL ONE ARC CHECK PYMT 000000000000301 106.11
09-09-13 COMENITYCARD PAY CHECK PYNT 000000000000302 189.82 27,198.96
09-19-13 WAIVE ADD-ON FEE: CHKS/SAFE DEPOSIT BOX 4.95
09-19-13 INTEREST PAYMENT 0.23
09-19-13 MST ADD-ON FEE: CHKS/SA€E DEPOSIT BOX 4.95 27,199.19
ENDING BALANCE $27,199.19
:.:CHECKS,PAID SUMMARY
284 08-27-13 1,000.00 290■ 08-22-13 25.13 291 08-21-13 37.03
292 08-21-13 200.00 293 08-29-13 270.05 296* 09-03-13 608.48
297 09-04-13 100.00 298 09-04-13 100.00 299 09-06-13 75.00
300 09-09-13 1,700.00
L003ACS X6112)
St
MEMBERS 19
FMERALCREDrr UMON
REGULAR SAVINGS ACCOUNT: SO,e,AA , E
Account Number/Suffix 201716-00
Date Account Established 02/08/2001
Principal Balance at Date of Death $547.64
Accrued Interest to Date of Death $0.02
Total Principal and Accrued Interest $547.66
Name of Joint Owner None Set a d�\e G
CERTIFICATE OF DEPOSIT: / \
Account Number/Suffix 201716-40' 201716-42"
Date Account Established 03/15/2012 04/25/2013
Principal Balance at Date of Death $24,660.95 $22,438.54
Accrued Interest to Date of Death $6.22 $2.95
Total Principal and Accrued Interest $24,667.17 $24,441.49
Name of Joint Owner None None
'Rollover from CD 201716-50 opened 08/16/20'.0.
"Rollover from CD 201716-41 opened 05/25/2012.
CERTIFICATE OF DEPOSIT: r. u G�' tr Sct,tlAe.G
Account Number/Suffix 201716-47' 201716-55"
Date Account Established 08/06/2012 01/29/2013
Principal Balance at Date of Death $14,837.49 $21,389.89
Accrued Interest to Date of Death $3.58 $3.28
Total Principal and Accrued Interest $14,841.07 $21,393.17
Name of Joint Owner None None
"Rollover from CD 201716-53 opened 05/05/2011.
"Rollover from CD 201716-45 opened 06/28/2012.
VISA CREDIT CARD ACCOUNT
Account Number 4672090000332460
Date Account Established 02/12/2001
Balance at Date of Death $506.10
Joint Cardholder None
MEMBERS IT FEDERAL CREDIT UNION
y
Tessa L Klugh
Lending Insurance Support Specialist
November 22, 2013
Estate of: JOAN R WINKELER
Date of Death: 09/0912013
Social Security Number: 200-26-0447
5000 Louise Drive • P.O. Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • www.membcrslst.org
Estate Valuation
Date of Death: 0910912013 Estate of: Winkerler
Valuation Date: 09/09/2013 Account: 410-014013
Processing Date: 12/05/2013 Report Type: Date of Death
Number of Securities: 6
File ID, Winkeler 410-014013
Shares Security Mean and/or DIV and Iet Security
or Par Description Nigh/Ask Low/Bid Adjustments Accruals Value
11 18620,86 Cash (CASH) 18,620.86
2) 600 GENERAL ELECTRIC CO (369604103; GE)
COM
New York Stock Exchange
09/09/2013 23.46000 23.18000 N/L 13,992.00
23.310000
3) 300 NORFOLK SOUTHERN CORP (655844108; NSC)
COM
New York Stock Exchange 75.19000 79.27000 H/L
09/09/2013 74.685000 22,405.50
Div: 0.52 Bx: 07/31/2013 Rec: 08/02/2013 Pay: 09/10/2013 156.00
4) 400 VERIION COMMUNICATIONS INC (92343V104; V2)
CUM
New York Stock Exchange
09/09/2013 46.40000 45.82000 H/L 46.110000 18,444.00
5) 5802.995 PI14CO PUS PAC INVT MGMT SER (693390429; PTTCXI
TOTAL RET C
Mutual Fund (as quoted by NASDAQ) 10.61000 Mkt
09/09/2013 10.610000 18.21 62,418.58
Daily Div. Accrual as of 09/09/2013
6) 2297,202 PIMCO FOR PAC INVT 14GMT SEE (693391146; PRTCX)
REAL REM C
Mutual Fund (as quoted by NASDAQ) 10.95000 Mkt
09109/2013 10.950000 1.61 25,154.36
Daily Div. Accrual as of 09/09/2013
$161,035.30
Total Value: $175.82
Total Accrual;
Total: $161,211.12
Page 1
This report was produced wcontactaEVPeSyetemsoatc18181 C313t6300lort iwwa RvPsys ecom.Systems,
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7.3I1)you have questions,
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Kelley Blue Book Page 1 of 2
Kelley Blue Book The Trusted Resource*
z
Get a great deal on a
new Honda today.
,oausmrar wrn e0ni
Trade In to a Dealer
2009 Honda Accord
Pricing Report
Trade-in v,we
Style:Ex Sedan 40 $14,662
Mileage:23,ow a.J�
t�
Vehicle Highlights
Fuel Economyy'.' Max Seating:5 _-
City 2111-h 30/Comb 24 MPG Trade-In Valuwvslgfor yourante through 4/10/2014
Doors:4 Engine:4-Cyt VrEC.2.4 Liter Goad Condition
Drhretraln:FWD Transmission:Automatic,5-Spd
w/Overdrive
EPA Class:Midsize Can Body Style:Sedan
Country of Origin:Japan Country of Assembly:United States
Your Configured Options
Our ve selected options,based on typital egWo neat for this ear.
Optlas that you added while mlfigudng this W. _
Engine Comfort and Convenience Seats
4-Cy,VTEC,2.4 Uter Air Conditioning Power Seat
Transmission Power Windows Roof and Glass
Automatic,5-Spd w/Overdmre Power Door backs Moon Roof
Drlvetrain Cruise Control Wheels and Tires
FWD Steering Alloy Wheels
Braking and Traction Pwva Steering
Traction Control TIR Wheel
Stability Control Entertainment and Instrumentation
ASS(4-Wheel) AWFM Stereo
MP3(MuIO Disc)
Safety and Security
Dual Air Sags
Side Air Bags
Glossary of Terms
Tip:
KdMy Wue Book®Trade-in Value-This Is the arrant you an evert to nnMve when you trade m
your car to a dealer.Thu value Isdetennined based on the aft pondtlon,animge and options It's crucial to know your car's
Inaiated. true condition when you sell it
Trade-rn Range-The Trade-In Range B Kelley Blue mars estimate of what you an reaspmw area so that you can price it
tore thisweek based m the seye,condition,milooge and opurs
a of your it appropriately,Consider having
In to a dealer.However,eery dater h different and values are not guaranteed. your mechanic give you an
objective report.
http://www.kbb.com/honda/accord/2009-honda-accord/ex-sedan-4d/?condition=good&vehi... 4/9/2014
BRICKERS AUCTION
Buy & Sell on Commission - Complete Sate Service
93 Texaco Rd., Mechanicsburg, PA 17055 766-5785
Personal Property of ;� D A)i j j t �J g E L JL Fr T-,
Address ,[fj
Sold At Public Sale j + - 201 -3
Outstanding Total Sale 7 �2-c� n
Total Checks t f p r�U
Total Cash f 1
Cash After Payout
Expenses
Auctioneer & Clerks j
Adv. Cost Q
Pn
'We FjW
Sate Setup or Help p
Total Expenses s (}
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MoYr,,wY, 5-la,,len�
Estate Valuation
Date of Death: 09/09/2013 Estate of: Winkeler
Valuation Date: 09/09/2013 - Account: 410-023457
Processing Date: 12/05/2013 Report Type: Date of Death
Number of Securities: 3
File ID: Winkeler 410-023457
Shares Security - Mean and/Or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 778.55 Cash (CASH) 778.55
21 4566.643 INCOME FD AMER INC (453320103; AMECX)
CL A
Mutual Fund (as quoted by NASDAQ)
09/D9/2013 19.44000 Mkt
19.440000 88,775.54
3) 3497.178 PIMCO FOS PAC INVT MGMT SEE (693391146; PRTCX)
REAL RETRN C
Mutual Fund (as quoted by NASDAQ)
09/0912013 10.95000 Mkt
10.950000 30,294.10
Daily Div. Accrual as of 09/09/2013 2.45
Total Value: $127,848.19
Total Accrual: $2.45
Total: $127,850.64
Page 1
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 evp9YS.com. (Revision 7.3.1)
SrHc�1�� TRA`5
Morgan Stanley
December 27, 2013
q.Ills.all..Ll.Ilhr`hdrl..lr.11ll.11hh.gi.l.linluh
004701 MSHGOUAI 000000 410 012
MSSB C/F BRANCH OFFICE PHONE: 717.255.6666
JOAN R WINKELER DECD
IRA ROLLOVER ACCOUNT NUMBER: 410-XXX457
41 S WEST AVENUE
. SHIREMANSTOWN PA 17011-6547 -
IMPORTANT NOTICE CONFIRMATION OF TRANSFER OF ASSETS
PLEASE REVIEW AND RETAIN FOR YOUR RECORDS
In accordance with you. instructions, this notice confirms that a transfer(s) was completed on December 27, 2013
from the above-referenced account to the following account(s):
TO QUANTITY/AMOUNT CASH/SECURITY DESCRIPTION
410-XXXO79 $558.60 CASH
MSSB C/F JOAN R WINKELER (DECD)
SUSAN J WINKELER (BENE)
TRAD INHERITED IRA
157 WALTHER COURT
BERKELEY SPGS WV 25411-6838
Additional requested transfer(s):
TO QUANTITY I AMOUNT CASH I SECURITY DESCRIPTION
410-XXX080 $559._ao CASH
MSSB C/F JOAN R WINKELER (DECD)
ELIZABETH W BASIL (BENE)
TRAD INHERITED IRA
1220 MOORES HILL ROAD
LAUREL HOLLOW NY 11791-9623
Additional requested transfer(s):
TO QUANTITY/AMOUNT CASH I SECURITY DESCRIPTION
410-XXX081 $558.60 CASH
MSSB C/F JOAN R WINKELER (DECD)
WILLIAM R WINKELER (BENE)
TRAD INHERITED IRA
26 AMARYLLIS LANE
NEWTOWN PA 18940-1246
Please review the transfer details carefully and direct any inquiries concerning this transaction(s) to your Financial
Advisor or Branch Manager.
If you have not already enrolled, you may consider transferring funds online. Please visit
www.morganstanley.com/online, log in to your account, and then click on the Transfer tab.
We value you as a client and thank you for the opportunity t0 serve your investment needs. 1 of 1
4507 NORTH FRONT ST 2ND FL• HARRISBURG PA 17110
Morgan Slmdey Srnitb Barney LLC. Member SIPC.
N
Morgan Stanley
December 30, 2013
I�.Illlll�lrr�rlrll�ll/rlll�lrlrrllrrllll/I��I�I.I�� I.IIIIIII�I
005443 MSHGOBAI 000000 410 012
MSSB C/F BRANCH OFFICE PHONE: 717.255-6666
JOAN R WINKELER DEC'D
IRA ROLLOVER ACCOUNT NUMBER: 410-XXX457
41 S WEST AVENUE
SHIREMANSTOWN PA 17011-6547
IMPORTANT NOTICE CONFIRMATION OF TRANSFER OF ASSETS
PLEASE REVIEW AND RETAIN FOR YOUR RECORDS -
In accordance with your instructions, this notice confirms that a transfer(s)was completed on December 30, 2013
from the above-referenced account to the following account(s):
TO QUANTITY/AMOUNT CASH/SECURITY DESCRIPTION
410-XXX079 1,522.203 AMERICAN INC FD OF AMERICA A
MSSB C/F JOAN R WINKELER (DECD) 1,165.718 PIMCO REAL RETURN BOND C
SUSAN J WINKELER (BENE)
TRAD INHERITED IRA
157 WALTHER COURT
BERKELEY SPGS WV 25411-6838
Additional requested transfer(s):
TO QUANTITY I AMOUNT CASH/SECURITY DESCRIPTION
410-XXX080 1,522.220 AMERICAN INC FD OF AMERICA A
MSSB C/F JOAN R WINKELER (DECD) 1,165.730 PIMCO REAL RETURN BOND C
ELIZABETH W BASIL (BENE)
TRAD INHERITED IRA
1220 MOORES HILL ROAD
LAUREL HOLLOW NY 11791-9623
Additional requested fransfer(s): _
TO QUANTITY/AMOUNT CASH I SECURITY DESCRIPTION
410-XXX081 1,522.220 AMERICAN INC FD OF AMERICA A
MSSB C/F JOAN R WINKELER (DECD) 1,165.730 PIMCO REAL RETURN BOND C
WILLIAM R WINKELER (BENE)
TRAD INHERITED IRA
26 AMARYLLIS LANE
NEWTOWN PA 18940-1246
Please review the transfer details carefully and direct any inquiries concerning this transaction(s) to your Financial
Advisor or Branch Manager.
If you have not already enrolled, you may consider transferring funds online. Please visit
www.morganstanley.com/online, log in to your account, and then click on the Transfer tab.
We value you as a client and thank you for the opportunity to serve your investment needs. 1 of 1
4507 NORTH FRONT 5T 2ND FL• HARRISBURG PA 17110
e Morgan Stanley Smith Barney LLC.Member SIPC.
A
Page > 1 of I
Vanguard'
Joan R.Winkeler W;F9,1M�77 7 77 7,;,
41 S West Ave Voyager Services:800-284-7245
Shiremanstown, PA 17011-6547
Total report value: $346,390.49
(Total report value includes any accrued dividends.)
Name Fund 8 ff
......
aePer.,1
Account Pre P
'Opened- , :Sh I !;!'Divldendv�
500 Index Fund Adm Number
946807371 11/04/2010 370.088 $154.73 $57,263.72
4� 1&$86;677L'4v
U.S.Growth Fund Investor LU
946807371 03/05/2001 967.878 $25.44 $24,622.82
_"':�$29 109!56,
N,A80737j, ':63105/200f:
4�A 21�38
Inter-Term Treasury Aclm 0535-09946807371 03105/2001 13,339.771 $11.14 $148,605.05 $60.36
QA4
T,
Doesn't include accrued dividends.
1407271198 10/08/2013 09:39:41
9. 1. r�
October 10, 2013 Page 2 of 6
Vanguard* Vanguard GNMA Fund
Admiral Shares
VFTC - CUSTODIAN IRA VFTC - CUSTODIAN IRA
JOAN R WINKELER 800-284-7245 - Voyager Services
(800) 662-6273 - Tele-Account
Fund number: 536
Account number: 9946807371
ACCOUNT VALUE On 10/10/2013
$58,840.40
Trade date Transaction Dollar amount Share rice Shares transacted Total shares owned
Beginning balance
10/10 Transfer to 0,382.660
466 $-29,429.01 $ 10.53 -2,794.778 5,587.882
Income dividends $ 1,522.41
Short-term gains 17.42
Long-term gains 69.70
Total income year-to-date $ 1,609.53
r
VANGUARD GNMA FUND
ADMIRAL SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mad slip. /09946807371
0536 VFTC-CUSTODIAN IRA
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust Company-0536
2013 Tax year contribution $ ❑t❑❑❑ ❑❑
2013 Rollover $ LJ t❑❑❑r❑❑❑ ❑❑
VANGUARD VOYAGER SERVICES
Total amount $ El r❑❑� PHILADELPHIA PA 19101-9892
r �
Irrrlilrl.rrr.llil..rrr.i►Irirrlr.irirl.rrrl.11l..rl
05361 09946807371 251 30 01491991,19 2 ;
001994
231 DI Y 02 I x
II IIIIIIII111111111111 Ill 11Ill It Ill ill 11 u m'.urn ''.-,
I -
October 10, 2013 Page 3 of 6
Vanguard' Vanguard Intermediate-Term
Treasury Fund Admiral Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 535
Account number: 9946807371
W'.l1,aw R
ACCOUNT VALUE On 10/10/2013
$100,617.01
Trade date Transaction Dollar amount Share price Shares transacted Total shares owned
Beginning balance 13,357.577
10/10 Transfer to 4466 $-50,323.61 $ 11.30 -4,453.417 8,904.160
Income dividends $ 1,780.55
Long-term gains 111.53
Total income year-to-date $ 1,89P.08
VANGUARD INTERMEDIATE-TERM FUND/ACCOUNT NO.
TREASURY FUND ADMIRAL SHARES 0535/09946807371
Do not alter or photocopy this Invest-By-Mail slip. VFTC-CUSTODIAN IRA
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust Company-0535
2013 Tax year contribution $ O I❑f�D n11-❑D
2013 Rollover $ O f O O O f 0 I�I •O O
VANGUARD VOYAGER SERVICES
��❑ ❑r I-1❑ PO BOX 7800
(,7% amount $ L L I
" amount a PHILADELPHIA PA 19101-9892
III,its 11 1 riun I'll 1,11
05353 09946807371 257 30 014818998 2 3 . s
001895 931 DI.Y 02 tux
111111I111111111111111111111111111111111[1111 nulll111 11111111
October 10, 2013 Page 4 of 6
Vanguard 500 Index Fund
Admiral Shares
I
VFTC - CUSTODIAN IRA 800-284-7245 Voyager Services
JOAN R WINKELER Fund number: 540
k
Account number: 9946807371
L
W;1�;n-�•� R. W; rK-eler
i-
ACCOUNT VALUE On 10/10/2013
p $38,721.10
Trade date Transaction Dollar amount Share 2rice Shares transacted Total shares owned
Beginning balance 371.951
10/10 Transfertoa�4466 $-19,366.49 $ 156.17 -124.009 247.942
Income dividends $826.88
`s
r
i'
j.
VANGUARD SOO INDEX FUND FUND/ACCOUNT NO.
ADMIRAL SHARES 0540/FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mall slip. VFTC-CUSTODIAN IRA
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust company-0540
2013 Tax year contribuWn $ ❑1❑❑❑ =
2013 Rollover $ 0 t❑❑❑ f❑❑LJ [ —]
VANGUARD VOYAGER SERVICES
El �ElD ❑D PO BOX 7800
$
Total amount t I PHILADELPHIA PA 19101-9892
11,J11I 1IIIIJ11itI,nJ11 It, IJ III"I Jill 14IJ
05400 09946807371 257 30 014818928 2 4 . 6
001896 231 DLY 02 11]x
11111111111111111111111111111u 10 11 11111 111111]1in.....1.11..,1........,
i
October 10, 2013 Page 5 of 6
Vann evade Vanguard International Growth Fund
Investor Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 81
Account number: 9946807371
ACCOUNT VALUE On 10/10/2013
$20,157.75
Trade date Transaction Dollar amount Share price Shares transacted Total shares owned
Beginning balance 1,361.532
10/10 Transfer to MEM4466 $-10,081.87 $22.21 -453.934 907.598
VANGUARD INTERNATIONAL GROWTH FUND FUND/ACCOUNT NO.
INVESTOR SHARES 0087 /09946807371
Do not alter or photocopy this Invest-By-Mail slip. VFTC-CUSTODIAN IRA
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Flduclary Trust Company-0081
2013 Tax year contribution $ E t❑❑LJ -❑D
2013 Rollover $ �1❑❑❑I❑❑� ,��
VANGUARD VOYAGER SERVICES
❑❑❑ ❑F-1D -[10 PO BOX 7800
$
Total amount 1 I PHILADELPHIA PA 19101-9892
it 11 101r 111111,11111 111 r 11111111 I'll a III I Ilud
00812 09946807371 254 30 014818928 2 s s
001897 231 DLY 02 I�
III II III II III II III II III II III II III II III II U�1111 11,111 a 111111 iuu n i i..
II —
October 10, 2013 Page 6 of 6
Vanguards Vanguard U.S. Growth Fund
{{..77 Investor Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 23
Account number: 9946807371
W;II'I,w�, K. W;,,Keler
ACCOUNT VALUE On 10/10/2013
$ 16,697.47
Trade date Transaction Dollar amount Share price Shares transacted Total shares owned
Beginning balance 967.878
10/10 Transfer toNOW04466 $ -8,351.22 $25.88 -322.690 645.188
VANGUARD U.S. GROWTH FUND FUND/ACCOUNT NO.
INVESTOR SHARES 0023/FUND/ACCOUNT No.
Do not alter or photocopy this Invest-By-Mail slip. VFTC-CUSTODIAN IRA
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust Company-0023
2013 Tax year contribution $ ❑r❑❑❑ •❑
2013 Rollover $ ❑r❑O❑r❑❑❑ ,❑❑
VANGUARD VOYAGER SERVICES
— ❑ —❑ Ej El El 11 E PO BOX 7800
$
Total amount � r �_I r PHILADELPHIA PA 19101-9892
1n1 Ill.late n1111urrr1 Ill.I'll r66LrrI Ill 110,11
00238 09946807371 254 30 01.1818928 2 6 s n
001898 231 MY 02 o x
1]Ill II III 11 Ill 11 In lnu a nl is ur a ur r..r . ., .... ....-..._._ ...._
November 4, 2013 Page 2 of 6
Vanguard Vanguard GNMA Fund
Admiral Shares
VFTC - CUSTODIAN IRA VFTC - CUSTODIAN IRA
JOAN R WINKELER 800-284-7245 - Voyager Services
(800)662-6273 - Tele-Account
Fund number: 536
zaH yl.. �� � Account number: 9946807371
ACCOUNT VALUE On 11/04/2013
$0.00
Trade date Transaction Dollar amount Share price Shares transacted Total shares owned
Beginning balance 2,805.273
11/04 Transfer tc49 $-29,763.95 $ 10.61 -2,805.273 .000
11/04 Dividend to X5649 8.66 .000
Income dividends $ 1,651.32
Short-term gains 17,4E
Long-term gains 69.70
Total income year-to-date $ 1,738.44
3
VANGUARD GNMA FUND FUND/ACCOUNT NO.
ADMIRAL SNARES 0536/09946807371
Do not alter or photocopy this Invest-By-Mall slip. VFTC-CUSTODIAN IRA
I3 Visit www.vanquard.com or call to change your address. JOAN R WINKELER
CE1
6 Make checks payable to: The Vanguard Fiduciary Trust Company-0576
! 2013 Tax year contribution $ 0,F ❑❑,❑❑
2013 Rollover $ ❑ s❑❑❑ r❑❑❑ ,❑❑
VANGUARD VOYAGER SERVICES
❑ ❑❑❑ ❑❑❑ ❑❑ AT BOX 105431
Total amount $ r r ATLANTA GA 30348-9532
�nllallunrllr tlullnII l rL r r fill r rill,,lr I'll III
t
05361 09946807371 251 30 014818928 2 6 n
003523 462 DI.Y 02 X
r
IIIIIIIIIIIIIIIIIIIIItlllllllllllnuluuulnunuuunnanunnun
i
I
it November 4, 2013 Page 3 of 6
vmgua rdo Vanguard Intermediate-Term
Treasury Fund Admiral Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 535
Account number: 9946807371
1�
ACCOUNT VALUE On 11/04/2013
I
$0.00
Trade date Transaction Dollar amount Share price Shares transacted Total shares owned
Beginning balance 4,464.439
11/04 Transfer to X5649 $-50,716.03 $ 11.36 .4,464.439 .000
11/04 Dividend to41�649 9.15 .000
Income dividends $ 1,930.35
Long-term gains 111.53
Total income year-to-date $2,041.88
s
VANGUARD INTERMEDIATE-TERM FUND/ACCOUNT NO.
TREASURY FUND ADMIRAL SHARES 0535109946807371
Do not alter or photocopy this Invest-By-Mall slip. VFTC-CUSTODIAN IRA
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust Company-0535
2013 Tax year contribution $ 1:1,❑❑❑ ,❑D
2013 Rollover $ � /❑❑� /❑❑❑ ,OF�
VANGUARD VOYAGER SERVICES
❑ ❑❑❑ ❑ ❑ ❑ PO BOX 105431
$ AT
Total amount / t ATLANTA GA 30348-9532
05353 09946807371 257 30 014818928 2 3 6
003524 462 MY 02 10X
VIII 111111111111 1111111111111111111111111111 uu n1mnul uunuulnu
November 4, 2013 Page 4 of 6
Vanguard' Vanguard 500 Index Fund
Admiral Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 540
Account number: 9946807371
E1�zabe� yJ. Brs;1
ACCOUNT VALUE On 11/04/2013
$0.00
Trade date Transaction Dollar amount Share price Shares transacted Total shares owned
Beginning balance 123.971
11/04 Transfer to-5649 $-20,230.83 $ 163.19 -123.971 .000
! Income dividends $826.88
i
i
VANGUARD 500 INDEX FUND FUND/ACCOUNT NO.
ADMIRAL SHARES 0540/09946807371
Do not alter or photocopy this Invest-By-Map slip. VFTC-CUSTODIAN IRA
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Tmat Company-0540
2013 Tax year contribution $ ❑I❑❑❑,❑❑
2013 Rollover $ ❑ d❑❑111:1❑❑ .❑❑ VANGUARD VOYAGER SERVICES
$ ❑ ❑❑❑ ❑❑❑ ❑❑ AT DOT 105431
Total amount d I ATLANTA GA 30348-9532
05400 09946807371 257 30 014818928 2 4- 6
003525 462 DLY 02 1OX
IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIItuuntutuuiuuiuwniun
t
November 4, 2013 Page 5 of 6
Vanguards
Vanguard International Growth Fund
fJ Investor Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 81
Account number: 9946807371
E1 ,zAbe�M W. 8n-5"1
ACCOUNT VALUE On 11/04/2013
$0.00
Trade date Transaction Dollar amount Share price Shares transacted Total shares owned
Beginning halance 463.799
11/04 Transfer tov�5649 $-10,346.62 $22.80 -453.799 .000
i
VANGUARD INTERNATIONAL GROWTH FUND FUND/ACCOUNT NO.
INVESTOR SHARES 0081 /09946807371
Do not alter or photocopy this Invest-By-Mail slip. VFTC-CUSTODIAN IRA
Visit www.vanquard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Treat Company-0081
2013 Tax year contribution $ ❑I 1—❑❑ -❑E1
2013 Rollover $ 0I❑❑DI000,❑D
VANGUARD VOYAGER SERVICES
Total amount $ ❑I ❑� ��[1 ,El D AT BOX 105431
1 ATLANTA GA 30348-9532
00812 09946807371 254 30 014818928 2 s - r n
003526 462 DIY O2 j J x
I IIII II III 11 III❑In 11 I'm I-- ........--.
November 4, 2013 Page 6 of 6
Vanguard' Vanguard U.S. Growth Fund
Investor Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 23
Account number: 9946807371
ACCOUNT VALUE On 11/04/2013
$0.00
Trade date Transaction _ Dollar amount Share price Shares transacted Total shares owned
Beginning balance 322.594
11/04 Transfer to 649 $-8,693.91 $26.95 -322.594 .000
VANGUARD U.S. GROWTH FUND FUND/ACCOUNT NO.
INVESTOR SHARES 0023/09946807371
Do not alter or photocopy this Invest-By-Mail slip. VFTC-CUSTODIAN IRA
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust company-0023
2013 Tax year contribution $ ❑t❑❑❑,❑0
2013 Rollover $ ❑ 1�❑❑r❑❑❑ ,��
VANGUARD VOYAGER SERVICES
111 ,❑❑❑ ❑� ❑❑ AT BOX 105431
Totalamount $ 1 ATLANTA GA 30348-9532
00238 09946807371 254 30 014818928 2
003527 462 DLY602 6 X
1 1/1111111 1111'11111111111 .......
I
October 18, 2013 Page 2 : 6
Vanguard" Vanguard GNMA Fund
Admiral Shares
VFTC - CUSTODIAN IRA VFTC - CUSTODIAN IRA
JOAN R WINKELER 800-284-7245 - Voyager Services
(800) 662-6273 - Tele-Account
Fund number: 536
Svs1w �. W',,K2�Er Account number: 9946807371
ACCOUNT VALUE On 10/18/2013
$29,587.84
Beginning balance
Trade date Transaction Dollar amount Share rice Shares transacted Total shares owned
10/16 Transfer to 604 5,587.882
$-29,587.84 $ 10.59 -2,793.941 2,793.941
income dividends $ 1,522.41
Short-term gains 17.42
Long-term gains 69.70
Total income year-to-date $ 1,609.53
VANGUARD GNMA FUND
ADMIRAL SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mail slip. VFTC.CUSTODIAN IRA 0536/09946807371
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust Company-0578
2013 Tax year contribution $ ❑v❑❑❑ ❑
2013Rollover $ ar❑❑❑�❑❑❑ ❑❑
VANGUARD VOYAGER SERVICES
Total amount $ O�❑❑� BOX 105431
AT
r ATLANTA GA 30348-9532 '
I..lint,r,t 1I11 fill ll1d,I11011 I'll II111rtlrl1111.1
05361 09946807371 251 30 014818928 2 2 6
003120 387 DIY O2 1�
II 1111111111111111111111111111if III II III II III fill 111mit III w11 fit ntill
October 18, 2013 Page 3 of b
Vanguard' Vanguard Intermediate-Tenn
Treasury Fund Admiral Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 535
Account number: 9946807371 ACCOUNT VALUE On1011812013
$50,575.63
Trade date Transaction Dollar amount Share rice Shares transacted Total shares owned
Beginning balance 8,904.160
10/18 Transfer tot 604 $-50.575.63 $ 11.36 -4,452.080 4,452.080
Incomedividends $ 1,780.55
Long-term gains 111.53
Total income year-to-date $ 1,892.08
VANGUARD INTERMEDIATE-TERM FUND/ACCOUNT NO.
TREASURY FUND ADMIRAL SHARES 0535/FUND/ACCOUNT No.
Do not alter or photocopy this Invest-By-Mail slip. VFTC-CUSTODIAN IRA
Visit www.vanguard.com or call to change your address. JOAN R WINKELER
Make checks payable to! The Vanguard Fiduciary Trust company-0535
2013 Tax year contribution $ ❑r❑❑❑ .❑0
2013 Rollover $ ❑r❑❑❑s❑❑❑.❑❑
VANGUARD VOYAGER SERVICES
Total amount $ ❑t❑❑❑r❑❑❑ ❑� AT BOX 105431
p ' ATLANTA GA 30348-9532
Ir1IIrllor,flit rl1Jit rlr6lrr,III,r fill IJrlrrllrl
05353 09946807371 257 30 014818928 2 6
003121 387 MY 02 1 1 pt
1 1111 ll 111 ll 111 ll 111 ll 111 ll 111 li 111 ll lu lnlum nnm!unu mu a nw
October 18, 2013 Page 4 of 6
Vanguard' Vanguard 500 Index Fund
Admiral Shares
t
VFTC - CUSTODIAN IRA 800-284-7245
Voyager Services
JOAN R WINKELER
Fund number: 540
Account number: 9946807371
W'1,,1Cete,�-
ACCOUNT VALUE
On 10/18/2013
Trade date Transaction $19,958.09
Beginning balance Dollar amount Share rice Shares transacted Total shares awned
10/18 Transfer 10�1 604 247.942
$ •19,958.09 $ 160.99 -123.971
Income dividends 123.971
$826.88
VANGUARD 500 INDEX FUND
ADMIRAL SHARES FUND/ACCOUNT N0.
Do not alter or photocopy Ihls Invest-By-Mail slip. 0540/09946807371
Visit www.Varguafd.com or call to change your address. VFTC-CUSTODIAN IRA
JOAN R WINKELER
Make checks payable to: The Vanguard Flductary Trust company-os4o
2013 Tax year contribution $ ❑r❑110
❑❑
2013Rollover $ ❑r❑❑❑r❑❑❑ u�
VANGUARD VOYAGER SERVICES
Total amount $ ❑r❑❑❑t��� ATLANTA 1GA430348-9532 '
Ldl�ll..„�Il�tl..lit.l.I�LrJ�L�JL��LL.IIJ
05400 09946807371 257 30
014818928 ?
003122 4- 6
387 DI_Y 02 lox
I111111111 Will 11111111111 ul r r.. 11 e..,,i.0
October 18, 2013 Page 5 of 6
VanSuarde Vanguard International Growth Fund
p
Investor Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 81
Account number: 9946807371
SvSry-h , . �/f".i�Pif
ACCOUNT VALUE On 10/18/2013
Trade date Transaction $10,419.23
Beginning balance Dollar amount Share rice Shares transacted 7ota1 shares owned
10/18 Transfer to 91111111111111111111604 $-10,419.23 907.598
$22.96 -453.799 453.799
VANGUARD INTERNATIONAL GROWTH FUND
INVESTOR SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mad slip. _ 09946807371
v
Visit www.vanquard.com or call to change your address. CUSTODIAN IRA
JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust company-0081
2013 Tax year contribution $ ❑t❑❑❑ ❑❑
2013 Rollover $ ❑I❑❑❑t❑❑❑ ❑❑
VANGUARD VOYAGER SERVICES
Total amount $ ❑t❑❑�t❑�� AT DOT 105431
ATLANTA GA 30348-9532
I rll ll,ritr l61 Iloilo oil l,Irr1 loll rtl6l all r pill I I
00812 09946807371 254 30
014818928 2
003123 387 DI V502 0 1 x 1
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October 18, 2013 Page 6 of 6
Vanguard' Vanguard U.S. Growth Fund
Investor Shares
VF M - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 23
Account number: 9946807371
ACCOUNT VALUE
On 10/18/2013
Trade date Transaction $8,655.20
Beginning balance Dollar amount Share rice Shares transacted Total shares awned
10/18 Transfer toININOW604 645.188
$-8,655.20 $26.83 -322.594
322.594
VANGUARD U.S. GROWTH FUND
INVESTOR SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mad slip. VFTO CUSTODIAN 0023/09 ;807371
Visit www.vanquard.com or call to change your address. INKELE IRA
JOAN R WINKELER
Make checks Payable to: The Vanguard Flduclary Tmat Company-0023
2013 Tax year contribution $ ❑r❑❑O ❑
2013 Rollover $ ❑t❑❑❑�❑❑❑ `J�
VANGUARD VOVAGER SERVICES
TotalarrouM $ ❑r❑❑❑r❑�n � — PO BOX 105431
ATLANTA GA 30348-9532
In"1I'nul�lt t�n��n�t�t�n��l�n t��ut�r�t t��t�
00238 09946807371 254 30 k
014818928 2 k
003124 1{E
397 DI_V 6 02 6 1i p�
Film III111111111111111111rtul
I _ _
October 18, 2013 Page 2 of 6,
Vanguard Vanguard GNMA Fund
Admiral Shares
VFTC - CUSTODIAN IRA VFTC - CUSTODIAN IRA
JOAN R WINKELER 800-284-7245 - Voyager Services
(800) 662-6273 - Tele-Account
Svsfw I. W',nKp�er Fund number: 536
Account number: 9946807371
ACCOUNT VALUE On 10/18/2013
$29,587.84
Trade date Transaction Dollar amount Share rice Shares transacted Total shares owned
Beginning balance
10/18 Transfer to 604 $-29,587.84 $ 10.59 -2,793.941 2,793.941
Income dividends $ 1,522.41
Short-term gains 17.42
Long-term gains 69.70
Total income year4o-dale 1,609.53
VANGUARD GNMA FUND
ADMIRAL SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Ma I slI . 0536/09946807371
a our JOAN Visit www.vanguard.com or call to than address. -CUSTODIAN IRA
9 Y JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust company-0538
2013 Tax year contribution $ E1,❑❑❑ ❑
2013 Rollover $ ❑r❑❑❑f❑❑❑ ❑❑ I
VANGUARD VOYAGER SERVICES I
Totalamount $ �r❑❑❑r❑❑� AT BOX 105431
ATLANTA GA 30348-9532 t'
111111Illltllllr 11111111111110111111�11rr 11111 dill
t
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00312.0 387 DI.V202 1�
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October 18, 2013 Page 3 of 6
Vatguciade Vanguard Intermediate-Term
Treasury Fund Admiral Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 535
Account number: 9946807371
Svsr»+ J . W-,nKL�e�
ACCOUNT VALUE On IO/18/2013
Trade da $50,575.63
te Transaction Dollar amount Share rice Shares transacted Total shares owned
Beginning balance
10/18 Transfer I0ll1604 $-50,575.63 8,904.160
$ 11.36 -4,452.080 4,452.080
Income dividends $ 1,780.55 -
Long-term gains 111.53
Total income year-to-dale $ 1,892.08
VANGUARD INTERMEDIATE-TERM
TREASURY FUND ADMIRAL SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-B -Mail slip. 0535/09946807377
D m Y P JOAN-CUSTODIAN IRA
Visit www.vanguard.cam of Call t0 change your address. JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust Company-0535
2013 Tax year contribution $ O ❑❑❑ F]❑
2013 Rollover $ ❑t❑❑❑s❑❑❑ ❑❑
VANGUARD VOYAGER SERVICES
Total amount $ ❑t ❑❑ t❑❑ PO BOX 105431
ATLANTA GA 30348-9532
i��ll,Ilrrr��lllr 1,rll��l�i rlr�rlrl�r�llrt�lrl,�il�l
I .
05353 09946807371 257 30 014818928 2
3- 6
003121
387 DLY 02 11 p�
�111 0 111 IN IIHI 1111111111
October 18, 2013 Page 4 of 6
Vanguards
Vanguard 500 Index Fund
Admiral Shares
VFTC - CUSTODIAN IRA 800-284-7245
JOAN R WINKELER - Voyager Services
Fund number: 540
Account number: 9946807371
SJSbtM J . W-tFKE�PI-
ACCOUNT VALUE
On 10/18/2013
Trade date Transaction $19,958.09
Beginning balance Dollar ami Share rice Shares transacted Total shares owned
10/18
Transfer to&NOW 1604 247.942
-
$-19,958.09 $ 160.99 123.971
Income dividends 123'971
$826.88
VANGUARD SOO INDEX FUND
ADMIRAL SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mad slip. OS40/09946807371 VFTC
JOA
Visit www.VaNuard.com or call to change your address. -CUS710 IRA
OAN R WINKELER LER
Make checks payable to: The Vanguard FlAUCIary Trust Company-0540
2013 Tax year contribution $ ❑r❑1-111 ❑❑
2013 Rollover $ ❑r❑❑❑'❑❑❑ ❑❑
�r�LJ❑r��❑ ❑❑
VANGUARD OYAGER SERVICES
Total amount $ PO BOX X 105431 1
ATLANTA GA 30348-9532
I„Il�llrrr��il�.I,,II„I�I�Irr,l.i�„II�„I�Ir,ll�l
05400 09946807371 257 30
01481892A 2 4 t,
003122 387 D1 02 1�X
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October 18, 2013 Page 5 of 6
Vanguard
Vanguard International Growth Fund
Investor Shares
VFTC - CUSTODIAN IRA 800-284-7245 - Voyager Services
JOAN R WINKELER Fund number: 81
Account number: 9946807371
ACCOUNT VALUE
On 10/18/2013
Trade date Transaction $ 10,419.23
Beginning balance Dollar amount Share rice Shares transacted Total shares owned
10/18 Transfer 1o�1604 907.598
$-10,419.23 $22.96 -453.799
453.799
VANGUARD INTERNATIONAL GROWTH FUND
INVESTOR SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mad slip. 0081 /09946807371
Visit www.vanguard.com or call to change your address. VFTO-CUSTODIAN IRA
JOAN R WINKELER
Make checks payable to: The Vanguard Fiduciary Trust Company-aosi
2013 Tax year contribution $ ❑1❑❑❑ ❑❑
2013 Rollover $ ❑tO❑❑r❑❑❑ ❑❑
n VANGUARD VOYAGER SERVICES
Totalarnount $ ❑t��LJr PO BOX 105431
ATLANTA GA 30348-9532
'II'11�111111Ifr 1Ir1I'l l'1'l llll�l�lrl"I n'l lrl"1'
00812 09946807371
254 30 014818928 2 '
003123 5- 6
387 DIY 02 lox
II"III I' " II'��'���������f��l li��i Ni ll lil liltl��111 II III 111 II 1111/111/1
] October 18, 2013 Page 6 of 6
Vanguards
Vanguard U.S. Growth Fund
Investor Shares
VFTC - CUSTODIAN IRA 800-284-7245
JOAN R WINKFLER - Voyager Services
Fund number: 23
1 1'I Account number: 9946807371
SvS R'tn �. Wink�2.('
ACCOUNT VALUE
On 10/18/2013
Trade date Transaction $8,655.20
Beginning balance Dollar amount Share Drice Shares transacted Total shares owned
10/18 Transfer toMMMM604 645.188
$-8,655.20 $26.63 -322.594
322.594
VANGUARD U.S. GROWTH FUND
INVESTOR SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mad slip. FUN / CCOUNT No.
Visit www.vanguard.com or call to change your address. VETO-CUSTODIAN IRA
JOAN R WINKELER I
Make checks payable b: The Vanguard Fiduciary Trust Company-0023
2013 Tax year contribution $ O r❑F�❑ ❑❑
2013 Rollover $ ❑r❑❑❑'❑❑❑ Lj: as
❑r❑D❑'❑�� LJ❑�j VANGUARD VOYAGER SERVICES
Totalamount $ PO BOX 105431
ATLANTA GA 30348-9532
lu llrlluurilninllulr lrlurlr lrnllr nlrinllrl
{3
00238 09946807371 254 30
014818928 2
003174 6 5
397 DLY 02
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Page > 1 of 1
` Vanguard*
Joan A.Winkeler po.;for 0 !0912018
41 S West Ave Voyager Services:800-284-7245 M1
Shiremanstown,PA 17011-6547
Total report value: $65,879.46
(Total report value includes any accrued dividends.)
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Name Fund:&Account, `.. Date : Pace"Per `_ Accrued ,:r
Number Opened' Shares Shape f Value" *; 'Divldends�M n
500 Index Fund Adm 0540-09946904326 11/04/2010 243.512 $154.73 $37,678.61
Federal Money Mkt Fund 0033x'09946904326' 03/09/2001 880 690 $1M Fr ',$880.69
Inter-Term Treasury Inv 0035-09946904326 11/28/2001 2,451503 $11.14 $27,309.74 $10.42
Doesn't include accrued-d
ed dividends.
1480032798 10/0812013 09:39:27
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October 23, 2013 Page 1 of 3
h
Vanguards Vanguard Federal Money Market Fund
1.
JOAN A WINKELER 800-284-7245 - Voyager Services
C/O SUSAN J WILKELER (800) 662-6273 Tele-Account
PO BOX 1122 o Fund number: 33
BERKELEY SPRINGS WV 25411-9122 Account number: 9946904326
u,
I'
ACCOUNT VALUE
On 10/23/2013
Trade date Transaction $293.55
Dollar amount Share rice Shares transacted Tota
Beginning balance l shares owned
10/23 Transfer to 91110&370 587 189
$-293.64 $ 1.00 -293.639
293.550
Income dividends $0.06
Short-term gains 0.05
Total income year-to-date $0.11
VANGUARD FEDERAL MONEY MARKET FUND FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mail slip. 0033/09946904326
Visit www.vanguard.com or call to change your address. JOAN A WINKELER
List each check $ ❑��❑❑tL�❑n•�—I❑
separately, $ 0 r❑nn0❑t F ❑f�J• (❑J� Make chocks payable to: The Vanguard Group-00��
$ ❑t❑l�1❑t❑❑❑•❑� -
VANGUARD VOYAGER SERVICES
Drotalarnount $ �lrL 3,- i���� �I-1 PO BOX 105433
J ATLANTA GA 30348-9531
00335 09946904326 309 30
014835954 2
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October 23, 2013
VanPage 2 of 3
Vanguards
Vanguard Intermediate-Term
{
Treasury Fund Investor Shares
JOAN A MNKELER 800-284-7245
- Voyager Services
Fund number: 35
'4"1k V- , (( , w h k4A' Account number: 9946904326
ACCOUNT VALUE
On 10/23/2013
Trade date Transaction $9.326.45
Beginning balance Dollar amount Share price Shares transacted Total shares owned
10/23 Transfer to1370 1,636.466
Cost basis method -AVGCOST $ 9.329.26 $ 11'40 -818.356
816.110
Income dividends $300.73
Long-term gains
Total income year-to-date 19.46 .
$320.19
VANGUARD INTERMEDIATE-TERM
TREASURY FUND INVESTOR SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mail slip. 0035/09946904326
Visit www.vanquard.com or call to change your address. JOAN A WINKELER
List each check $ ❑,❑❑❑I❑❑❑•[]fJ
separately. $ 0 I❑LJ❑I❑❑❑.❑❑ Make checks payable to: The Vanguard Group-0o3s
$ Q,❑❑❑,0M.E10
❑ OI❑❑❑ 0❑
VANGUARD VOYAGER SERVICES
Total amount $ i_ I PO BOX 105433
^7 7^7 ATLANTA GA 30348-9531
00350 09946904326 302 30 01'1838994 2
0106.)6
455 rn 2 3 v o1 2� I;.
October 23, 2013
Page 3 of 3
V�1�Nd Vanguard 500 Index Fund
Admiral Shares
JOAN A VANKELER 800-284-7245
` - Voyager Services
Fund number: 540
Account number: 9946904326
ACCOUNT VALUE
On 10/2312013
Trade date Transaction $ 13,146.80
Beginning balance Dollar amount Share rice Shares transacted Total shares owned
10/23 Transfer to 4000 8370 163.167
Cost basis method -AVGCOST $ '13,150.83 $ 161.17 -81.596
81.571
Income dividends
$536.14
VANGUARD 500 INDEX FUND
ADMIRAL SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mail slip. 0540/09946904326
Visit www.vanguard.com or call to change your address. JOAN A WINKELER
List each check $ ❑r�r❑— ❑r❑❑❑•(�I❑
separately. $ ❑ ❑I I❑'❑❑❑• I❑J❑ Make checks payable to: The Vanguard Group-os40
❑f❑�❑f ❑•0
$ DF1 [:]
n VANGUARD VOYAGER SERVICES
; Total amount $ �r�❑�rIJ�� �fJ ATLANTA1GA430348-9531
1 fJ
05400 09946904326 302 30
014838954
010657 3- 3
455 DLY Q1 ?
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` November 4, 2013 Page 1 of 3
Vanguard" Vanguard Federal Money Market Fund
JOAN A WINKELER 800-284-7245 - Voyager Services
C/O SUSAN J WINKELER (800)662-6273 - Tele-Account
PO BOX 1122 Fund number: 33
BERKELEY SPRINGS WV 25411-9122 m Account number: 9946904326
N
ACCOUNT VALUE On 11/04/2013
$0.00
Trade date Transactbn Dollar amount Share rice
Beginning balance Shares transacted Total shares owne d
11/04 Transfer to_5102 $-293.55 $ 7.00 293.550
-293.550 .000
Income dividends $0.06
Short-term gains 0.05
Total income year-to-date 0.11
VANGUARD FEDERAL MONEY MARKET FUND FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Mall slip. 0033/09946904326
Visit www.vanquard.com or call to change your address. JOAN A WINKELER
List each check $ ❑f❑❑❑=1 FI FI❑
separately, $ ❑f❑❑❑f F-1❑F1•❑Cl make checks payable to: The Vanguard Group-0033
_ $ ❑ fLJ�❑f❑❑❑ •IJ� 1
VANGUARD VOYAGER SERVICES
Total amount $ �f�❑af❑❑� �� PO BOX 105433
ATLANTA GA 30348-9531
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` November 4, 2013 Page 2 of 3
Vanguard* Vanguard Intermediate-Term
Treasury Fund Investor Shares
JOAN A WINKELER 500-284-7245 - Voyager Services
Fund number: 35
Account number: 9946904326
El;zrcbt�t.. W. �Brcscl
ACCOUNT VALUE On11/04/2013
$0.00
Trade date Transaction Dollar amount Share rice Shares transacted Total shares owned
Beginning balance es-own 0
11/04 Transfer to 102 $-9,323.15 $11.36 -820.700 .000
Cost basis method -AVGCOST
11/04 Dividend to 88077115102 1.58 - .000
Income dividends $331.78
Long-term gains 19.46
Total income year-to-date $351.24
VANGUARD INTERMEDIATE-TERM FUND/ACCOUNT NO.
TREASURY FUND INVESTOR SHARES 0035/09946904326 ACCOUNT No.
Do not alter or photocopy this Invest-By-Mall slip. JOAN A WINKELER
Visit www.vanguard.com or call to change your address.
List each check $ ❑f❑❑❑,❑❑❑ ❑❑
separately. $ ❑ ,El 110'1:1 F-1 1-1.❑❑ Make cheeks payable fo: The Vanguard Croup-0e3S
$ 0,❑110,00❑•0❑
$ ❑ ,❑❑❑,❑❑❑ .❑❑
VANGUARD VOYAGER SERVICES
Total amount $ ❑ �❑❑❑ 1111❑ 1111 PO BOX 105433
ATLANTA GA 30348-9531
it r IL liunr11u1u11n Ar I r 1111 Ill 11111111111 1111u11
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November 4, 2013 Page 3 of 3
Ue and Vanguard 500 Index Fund
Admiral Shares
JOAN A WINKELER 800-284-7245 - Voyager Services
Fund number: 540
Account number: 9946904326
ACCOUNT VALUE Onit/04/2013
$0.00
Trade date Transaction Dollar amount Shar e rice Shares transacted Total shares owned
Beginning balance
11/04 Transfer to 1nmWW102 $-13,311.57 $ 163.19 -81.571 81.571
Cost basis method-AVGCOST .000
Income dividends $536.14
VANGUARD 500 INDEX FUND
ADMIRAL SHARES FUND/ACCOUNT ND.
Do not alter or photocopy this Invest-By-Mall slip. JOAN A WINKELER 0540/09946904326
Visit www.variguard.com or call to change your address.
List each check $ ❑I❑❑❑I❑❑❑ ❑❑
separately. $ ❑s❑❑❑I❑❑❑ ❑❑ Make checks payable to: The Vanguard Group-os4o
$ 0,000,000.00
$ 0 ,000,000 .00
VANGUARD VOYAGER SERVICES f
Total amount $ ❑ ,❑❑� ❑� PO BOX 105433
ATLANTA GA 30348-9531
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October 18, 2013 Page 1 of 3
Vc11 scud
t � Vanguard Federal Money Market Fund
JOAN A WINKELER 800-284-7245 - Voyager Services
C/O SUSAN J WILKELER (800) 662-6273 - Tele-Account
PO BOX 1122 Fund number: 33
BERKELEY SPRINGS WV 25411-9122 I Account number: 9946904326
ACCOUNT VALUE On 10/18/2013
G
$587.19
t Trade date Transaction Dollar amount Share rice Shares transacted Total shares owned
t Beginning balance
10/18 Transfer to�1109 $-293.55 $ 1.00 880.740
' -293.551 587.189
Income dividends $0.06
Short-term gains 0.05
it Total income year-to-date $011
i
VANGUARD FEDERAL MONEY MARKET FUND FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-By-Map slip. 0033/09946904326
Visit www.vanguard.com or call to change your address. JOAN A WINKELER
List each check $ ❑ / ❑❑r O❑❑ ❑❑
separately. $ 0,00[l/❑❑❑ ❑0 Make checks payable to: The Vanguard Group-0073
$ ❑f❑❑❑f❑❑❑ .E][ �
$ ❑f0❑❑)❑❑D .FI D
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Total amount $ ❑101= 000 Dn PO BOX 105433
r I� ATLANTA GA 30348-9531
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October 18, 2013 Page 2 of 3
Vanguard Vanguard Intermediate-Term
Treasury Fund Investor Shares
JOAN A W NKELER 800-284-7245 - Voyager Services
Fund number: 35
Account number: 9946904326
ACCOUNT VALUE On 10/18/2013
$ 18,590.25
Trade date Transaction Dollar amount Share rice Shares transacted Total shares owned
Beginning balance
10/18 Transfer to_110g $ -g,2g3.73 $ 11.36 2,454.576
Cost basis method-AVGCOST -818.110 1,636.466
Income dividends $300.73
Long-term gains 19.46
Total income year-to-date $320.19
g�
l
t
VANGUARD INTERMEDIATE-TERM
TREASURY FUND INVESTOR SNARES FUND/ACCOUNT NO.
ff DO not alter or photocopy this Invest-By-Mall slip. 0035/09 9469 04326
Visit www.varlguard.com or call to change your address. JOAN A WINKELER
r
L'st each check $ ❑r❑❑❑r❑❑❑ ❑❑
separately. $ ❑�❑❑❑,❑❑❑ .❑❑ Make checks payable to: The Vanguard Croup-0005
$ ❑,1100,000.0❑
$ ❑,L�7C��,OCIC� .O❑ F
VANGUARD VOYAGER SERVICES
Total amount $ ❑r❑❑❑r❑❑� PO BOX 105433
ATLANTA GA 30348-9531
00350 09946904326 302 30 014838954 2
016255 ' 2 3
4762 DIY 01 X
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October 18, 2013 Page 3 of 3
Vanguard" Vanguard 500 Index Fund
Admiral Shares
JOAN A WINKELER 800-284-7245 - Voyager Services
Fund number: 540
Svsnt �, N Account number: 9946904326
ACCOUNT VALUE On 10/1872013
Trade date Transaction $26,268.26
Beginning balance Dollar amount Share r ce Shares transacted Total shares owned
10/18 Transfer toONEWlo9 $-13,132.12 244.738
Cost basis method-AVGCOST $ 160.99 -81.571 163.167
Income dividends $536.14
VANGUARD 500 INDEX FUND
ADMIRAL SHARES FUND/ACCOUNT NO.
Do not alter or photocopy this Invest-Ely-Mail slip. 0540/09946 9 1326
Visit www.vanguard.com or call to change your address. JOAN A WINKELER
List each check $ ❑t❑❑❑f❑❑❑ •❑❑ Vanguard I
N $ ❑t❑❑❑f❑❑❑ •❑❑ Make checks payable to: The Vanguard Group-0590
separate
$ ❑f�❑❑f❑❑❑•❑�
$ ❑,DOD,C�C�O.�❑
VANGUARD VOYAGER SERVICES
Totalamount $ ❑f❑❑�smo 0E1 AT BOX 105433
ATLANTA GA 30348-9531 �
II�II IIM sill's I11III1LI11$,,Idl till's 11111111ll
05400 0994690-4326 302 30
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It
MEMBERS I"
FEDERAL CREDIT UMON
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 223994-00 F
Date Account Established 11/09/2002
Principal Balance at Date of Death $25.00
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $25.00
Name of Joint Owner William R Winkeler
Date Joint Added 11/20/2002
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 22399441
Date Account Established 03/05/2012
Principal Balance at Date of Death $38,098.45
Accrued Interest to Date of Death $9.60 0
Total Principal and Accrued Interest $38,10815
Name of Beneficiary William R Winkeler
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 223994-42
Date Account Established 03/05/2012 G
Principal Balance at Date of Death $38,098.45
Accrued Interest to Date of Death $9.60 0
Total Principal and Accrued Interest $38,10815
Name of Beneficiary Elizabeth W Basil
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 223994-43
Date Account Established 03/05/2012
Principal Balance at Date of Death $38,098.45
Accrued Interest to Date of Death $9.60 o
Total Principal and Accrued Interest $38,108.x5
Name of Beneficiary Susan W Milburn
MEMBERS 1sT FEDERAL CREDIT UNION
Tessa �
Lending Insurance Support Specialist
November 22, 2013
Estate of: JOAN R WINKELER
Date of Death: 09/09/2013
Social Security Number: 200-26-0447
5000 Louise Drive • P.O. Box 40 • Mechanicsburg, Pennsylvania 17055 • (800) 283-2328 • www members 1srcorg
St St
MEMBERS 1°t MEMBERS 1 1'
'PHY)F,kALCR/!bl`I'WNIt�N. PNOisRAL UNION
Rossmoyne
5000 Louise Drive Rossmoyne
5000 Louise Drive
Mechanicsburg PA 17055 Mechanicsburg PA 17055
Inquiries Call: 717-795-5100 Inquiries Call: 717-795-5100
Acct XXXXXXX994 WINKELER,JOAN R Acct XXXXXXX994 WINKELER,JOAN R
Eff: 09/23/13 Date: 09/23/13 Eff: 09/23/13 Date: 09/23/13
Tlr: 0233 Time: 3:llpm Tlr: 0233
Time: 2:40pm
Withdrwl from 19 MONTH CENT 0042 Withdrwl from 19 MONTH CERT 0043
Prev Bal: 38,124.86 Prev Bal: 38,124.86
Maturity date: 10/13/13
Amount: 38,124.86 Maturity data: 10/13/13 i
Amount: 38,124.86
New Bal: 0.00
Seq: #477013 New Bal: 0.00
Seq: #456914
Check Disbursed -38,124.86 Check Disbursed -38,124.86
ELIZABETH BASIL SUSAN J WINKELER
Ref number: 00 850272 Ref number:
00 850254
Authorized by
Authorized by
ID Source: ID Source:
❑ Dry Lic X7 Dry Lic
❑ SigCard
❑ - ❑ SigCard
Known
❑ Known
Other ❑
Other
MEMBERS 1ST FEDERAL CREDIT UNION.P.O.BOX 40. MECHANICSBURG,PENNSYLVANIA 17055 NO. 00008 502 5 1
Acct : XXXXXXX994 Teller: 0233 Date : 09/23/13Time : 2 : 39pm
------------------------------------------------------------------
See receipt for reference
------------------------------------------------------------------
Check Number: 00 0000850251
Purpose SHARE WITHDRAWAL
Amount $38, 124 . 86
Pay to WILLIAM R WINKELER
5t
MEMBERS V
PHDMULCRIM UMON
REGULAR SAVINGS ACCOUNT: SeA e d��e E
Account Number/Suffix 201716.00
Date Account Established 02/08/2001
Principal Balance at Date of Death $547.64
Accrued Interest to Date of Death $0.02
Total Principal and Accrued Interest $547.66
Name of Joint Owner None
CERTIFICATE OF DEPOSIT: / \
Account Number/Suffix 201718-40• 201718-42"•
Date Account Established 03/1512012 04/25/2013
Principal Balance at Date of Death $24,660.95 $22,438.54
Accrued Interest to Date of Death $6.22 $2.95
Total Principal and Accrued Interest $24,667.17 $24,441.49
Name of Joint Owner None. None
"Rollover from CD 201716-50 opened 08/16/2050.
"Rollover from CD 201716-41 opened 05/25/2012.
CERTIFICATE OF DEPOSIT: beJ� o b��F 60 tLke,G
Account Number/Suffix 201718-47" 201716-55""
Date Account Established 08/06/2012 01/29/2013
Principal Balance at Date of Death $14,837.49 $21,389.89
Accrued Interest to Date of Death $3.58 $3.28
Total Principal and Accrued Interest $14,841.07 $21,393.17
Name of Joint Owner None None
*Rollover from CD 201716-53 opened 05/05/2011.
"Rollover from CD 201716-45 opened 06/28/2012.
VISA CREDIT CARD ACCOUNT
Account Number 4672090000332460
Date Account Established 02112/2001
Balance at Date of Death $506.10
Joint Cardholder None
MEMBERS 1 ST FEDERAL CREDIT UNION
y
Tessa L Klugh
Lending Insurance Support Specialist
November 22, 2013
Estate of: JOAN R WINKELER
Date of Death: 09/0912013
Social Security Number: 200-26-0447
50001,ouise Drive P.O. Box 40 Mechanicsburg,Pennsylvania 17055 (800) 283-2328 www.mcmbenlst.org
S St
MEMBERS V MEMBERS 11,
'PH1YPkALC:RHIII'I'UNION_ PRI9EkN1XNP171T UNk0N
Rossmoyne
Rossmoyne 5000 Louise Drive
5000 Louise Drive Mechanicsburg PA 17055
Mechanicsburg PA 17055 Inquiries Call: 717-795-5100
Inquiries Call: 717-795-5100
Acct XXXXXXX716 WINKELER,JOAN R
Acct XXXXXXX716 WINKELER,JOAN R Eff: 09/23/13 Date: 09/23/13
Eff: 09/23/13 Date: 09/23/13 Tlr: 0233 Time: 3:16pm
Tlr: 0233 Time: 2:50pm
Withdrwl from 19 MONTH CERT 0040
Withdrwl from .REGULAR SAVINGS ! Prev Sal:
Prev Bel: 43,864864..10 24,678.04
Maturity date: 10/13/13
Amount: 21,922.78 Amount: 12,339.02
New sal: 21,941.32 New Bel: 12,339.02
Seq: #461457 Seq: #478496
Withdrwl from REGULAR SAVINGS 0000 Withdrwl from 19 MONTH CERT 0040
Prev Bel: 21,941.32 Prev Sal: 12,339.02
Amount: 21,922.78 Maturity date: 10/13/13
New Bel: 16.54 Amount: 12,339.02
Seq: #461459 New Bel:
0,00
Seq: #478498
Check Disbursed -21,922.78
WILLIAM R WINKELER Check Disbursed -12,339.02
Ref number: 00 850258 ELIZABETH BASIL
Check Disbursed -21,922.78 of number: 00 850274
SUSAN J WINKELER Check Disbursed -12,339.02
Ref number: 00 850259 SUSAN J WINKELER
Ref number: 00 850275
Authorized by —
ID Source:
Authorized by
❑ Dry Lic ID Source:
❑ SigCard ❑ Dry Lic
❑ Known ❑
Other SigCard
❑
❑ Known
VISA Balance Transfer 1.90% APR NO Other �
balance transfer fees. Ask an associate VISA Balance Transfer 1.904 APR NO
far more details. balance transfer fees. Ask an associate
for more details.
JOAN R WINKELE..
JOAN R WINKELEE. j
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Susquehanna Bank
Susquehanna Bank
Gettysburg Road Office
Drawer 16702 1 rans 2, Gettysburg Road Office
Drawer 16704 Trans 0 28
9130113 ONO? PM
9/30/13 01:30 PM
Withdrawals
"It
T-. ns action �,4,r_out
Withdrawals
Transaction Account ********1***4540
Transaction Amt 7763.49
Transaction Amt 10375.21
Cash Received .00
Cash Received 00
This Transaction will post on 9/30/13
This Transaction will post on 9/30/13
"1
aposits are sAbject to
validation and collection.ection. Deposits are subject to
validation and collection.
Lighten yaw to-do list:
and smile with WIC Lighten your to-do list
Deposit! UK! today at and smile with Mobile
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susquehanna.net/mobile
Thank you for Wdng with
sus.-JueInnna Ra,nk. Thank you for banking with
1-800-311-3182 Susquehanna Bank.
Visit -;a at 1-800-311-3182
Visit us at www.sus'lueh3mmet
i
Susquehanna Bank Susquehanna Bank
Gettysburg Road Office Rattvsborg Road Office
Drawer 16704 Trans # 29 Drawer- 16702 Trans #
9/30/13 01:34 FM 9../.?n 13 ^1;11 r'M
Withdrawals Withdrawals
Transaction Account *000*0*6129 Transaction Ac.-punt n)3*U0*U*e467
Transaction Amt 5030.67 Transaction Anrt
Cash Received .00 Cash Received 00
This Transaction will post on 9/30/13 This Transaction will post an 9,130/13
Deposits are subject to DF ^sits are =object to
validation and collection. valid.a{:ion and collection.
Lighten your to-do list Lighten
your to-do ;. _t
and smile with Mobile and smile with Mobile
Deposit! Enroll today at Deposit! Enroll ?today at.
susquehanna.net'/mobile su le
Thank obile
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Susquehanna Hank. C;as;a;;efia;;n; Bank,
1-800-311-3182 1 500 '_•II-3182
Visit us at www.susqueh3nna.net Visit ;s at www,susquehar;na=r,e`
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c4
El JOAN R WINKELER Customer Service:1-804527-0881
N Account Ending:"' "'611 91 PO Box 965009 Orlando FL 32896-5009
P
Previous Balance• $80,00 New Balance $80.00
-Payments $80.00 Total Minimum Payment Due $25.00
+Purchases/Deblts $80.00 Payment Due Date 09127/2013
New Balance $80.00
Late Payment Wanting: If we do not receive your minimum
Credit Limit $800 payment by the date listed above,you may have to pay a late -
tee up to$35.00.
Available Credit $720.00
Statement Closing Date 09/0412013 Minimum Payment Wanting: If you make only the
Days in Billing Cycle 31 minimum payment each period,you will pay more in interest -
�y and it will take you longer to pay off your balance. '
For example:
If you make no. You will pay off And you will end - f t I: p
additional charges the balance up paying an P
using this card shown on this estimated total
and each month, statement in- of
You pay....- about...
Only the Minimum 4 months $84.00_
payment
If you would like information about credit counseling - -t
services,call 1-877-302-8775.
Transaction Summary
Tran Balance
Date Reference Number Type Description of Transaction or Credit Amount
08/15 P9119007301K64274 PAYMENT-THANK YOU ($80.00)
06/15 P9119DO7400YYJGSS R CAPITAL CITY MALL CAMP HILL PA $80.00
STYLING SALON
FEES
TOTAL FEES FOR THIS PERIOD $0.00
(Continued on next page)
PLEASE NOTE YOUR MAILED PAYMENT MUST BE RECEIVED BY 6 P.M.(ET)OR YOUR IN-STORE PAYMENT MUST BE
RECEIVED DURING STORE HOURS ON THE DUE DATE.
NOTICE:Your payment may be converted into an electronic debit See reverse for details,Billing Rights Information and otter
important information. ��
I st VISA
MEMBERS In
FEDERALCREDIT UNION
JOAN R WINKELER
Statement Closing Date:
Account Number: ############2460 October 18, 2013
Summary'of Account Activity .Payment Information
Previous Balance - -- - --- - -- - -- - ---- --
S 649.10 New Balance $0.00
Payments - 549.110- Total Minimum Payment Due $0.00
Other Credits - 0.00 Payment Due Date 11/12/13
Other Debits + 0,00
Purchases + 000 Late Payment Warning: IF WE DO NOT RECEIVE YOUR
MINIMUM PAYMENT BY THE DATE LISTED ABOVE,YOU MAY
Cash Advances + 0.00 HAVE TO PAY A LATE FEE UP TO$25 AND YOUR APR'S MAY BE
Fees Charged + 0.00 INCREASED UP TO THE PENALTY APR OF 18.00%.
Interest Charged + 0.00
NEW BALANCE $0.00 Contact Information
Credit Limit $10,500.00 Q Customer Service:(800)2832328 Ext:6035
Available Credit 0.00 OD Report Lost or Stolen Card:(866)839-3485
Available Cash 0.00 A Please send Billing Inquiries and Correspondence to:
Amount Disputed 0.00 �� CUSTOMER SERVICE
Statement Closing Date 10118/13 PO BOX 30495 TAMPA,FL 33630-3495
'Days in Billing Cycle 31 Visit us on the web at:
www.members 1 St.org
@ Please Mail Your Payments to:
$ PO BOX 4517 CAROL STREAM IL 60197-4517
Important News
TO REPORT A LOST OR STOLEN CARD PLEASE CALL MEMBERS 1ST FCtI AT 800.285 4328 OR 868-260-0868 AFTER HOURS.TO--..
OBTAIN ACCOUNT INFORMATION 24 HOURS A DAY CALL$00.299.9842,OR ACCESS ONLINE AT EZCARDINFO.COM.
Transactions
Trans Date Post Date Plan Name Reference Number Description Amount
Payments,Adjustments and Other
09123 06/24 K5 PAYMENT-THANK YOU - - - - 549.1d'-
TOTAL PAYMENTS OR ADJUSTMENTS $ 549.10.
2013 Totals Year To Dale
Total Fees Charged In 2013 $0.00
Total Interest Charged in 2013 $0.00 It
NOTICE:CONTINUED ON PAGE 3 ! ,
Page 1 of 3 sm VD-*
PLEASE DETACH COUPON AND RETURN PAYMENT USING THE ENCLOSED ENVELOPE-ALLOW UP TO 7 DAYS FOR RECEIPT
MEMBERS 1ST FEDERAL CU St Account Number—1
5000 LOUISE DRIVE ###tF##ik#####2460
MECHANICSBURG PA 17055-4899 MEMBERS 1'r
•f ERALCRWTT uhoN Check box to Indicate
nameladdress change
on back of this coupon
Closing Date New Balance Payment D
tal Mm ue Payment Due Date AMOUNT OF PAYMENT ENCLOSED
10/18/13 $0.00 $0.00 11/12/13 $
■
MAKE CHECK PAYABLE TO:
JOAN R WINKELER = N
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SHIREMANSTOWN PA 17011.8547 e a VISA
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CAROL STREAM IL 60197-4517
21 4672 0900 0033 2460 00000000 00000000 4
✓10 i nt\� Customer Account Number Bill Period Bill Date o�
1•' t ' loan Winkek r 327996118 Aug 11-Sep 10 Sep 14,2013
4d. 10-�- 13
CHIC IDs -019.8-
He I I o F Sprint is making changes to its policies.
Please see the "Sprint News and
Need more information? Visit sprint.com for a complete view of account Notices" box on page 2,the back of
this page;far details.
activity and call detail.
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(717) 421-6806
I -
Previous Balance.......................................................................:........ $25.13 a
Aug 22 Payment Check#290........................................................... -$25.13
NewCharges..... ....................,......................................................... $25.68 F
Total Due by October 04
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P.O. Box 1122
Berkeley Springs, WV 25411
April 20, 2014
Register of Wills
Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
Re: Inheritance Tax Return for Joan R. Winkefer, Fife No. 2013-01021
Dear Sir or Madam:
I have enclosed duplicate copies of the Pennsylvania Inheritance Tax Return for Joan R.
Winkeler, File Number 2013-01021.
If you have any questions, please call me during the day at 304-703-9822.
Thank you for your help.
Sincerely,
Susan J. Winkeler
Executrix
Encl. Duplicate copies of Form REV-1500, schedules and back-up documentation
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