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Home My WebLink About09-25-14 � �-� 15�5610149 REV-1500 Ex(oz-i�)(��a OFFICIALUSEONLY �.�F�«�,��r�� PA Department of Revenue Countv Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 21 14 0 3 2 9 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 01 15 201� 11 22 1922 DecedenYs Last Name Suffix DecedenYs First Name M� Myers Dorothy L (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 � 1.Original Return O 2. Supplemental Return O 3. Remainder Return(Date of Death Priorto 12-13-82) O 4.Limited Estate O 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) � 6.Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) Q 9.Litigation Proceeds Received Q 10. Spousal Poverty Credit(Date of Death Q 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 T0: Name Daytime Telephone Number Elyse E • Rogers , Esquire 717 6� 5801� � c -� � r�r REGI R. F WILLS N�ON a� ..a r*i ` r-� x � "'o <:n .=�, ;�, r- N ....� First Line of Address .�� t�"''T � ;, `��r� r�,� .":, t-�7 Saidis, Sullivan 8� Rogers =�� , -r� ,�, -,� Second Line of Address V ' � p -� . _.`i W r' m 635 North 12th Street, Suite 400 , �-- ,. ' DATE FILE Q City or Post Office State ZIP Code —G �'''� Lemoyne PA 17043 Correspondent°s e-ma�i address: erogers@ssr-attorneys.com Under penalties of erjury,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,corre d omplete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG T P RSON RESPONSIBLE FOR FILING RETURN � D TE A D E s 102 Fairway Drive Dillsburg, PA 17019 SIGNAT OF PREPARE THE T AN REPRESENTATIVE DAT ADDRESS 6 5 North 12th tr Lemoyne, A 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1,505610149 15�5610149 J � 15�5610249 REV-1500 EX(FI) DecedenYs Social Security Number DecedenYsName: Dorothy L Myers RECAPITULATION 1. Real Estate(Schedule A).. . . . . . ............. . . . . . . . ... . . . .. . . . . . . . 1. � • �� 2. Stocks and Bonds(Schedule B) 2. � • �� . . . . . . . . . . . . .... . . . . . . . . . . . . .. . . . . . . 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ... .. 3. � • �� 4. Mort a es and Notes Receivable Schedule D 4. � • �� 9 9 ( ) . . . . . . . .. . ... . . . . .. . . . . . . 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E) . . . . . . 5. 2 9,3 3 6 • 4 3 6. Jointly Owned Property(Schedule F) � Separate Billing Requested . . .. 6. � • 0� 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 9 4 8 ,818 • 7 3 (Schedule G) O Separate Biliing Requested . . . . 7. 8. Total Gross Assets total�ines 1 throu h 7 g. 9 7 8 ,15 5 • 16 ( 9 ) . . . . . . .. . .. . ...... ... . . . . . . 9. Funeral Ex enses and Administrative Costs Schedule H g, 4�,9 4 7 • 6 9 P � ) . . . .. . . . .. . . .. . .. 10. Debts of Decedent, Mort a e Liabilities and Liens Schedule I 10. 2 7,7 41 • �4 9 9 � ) . . . .. . ...... .. 11. Total Deductions(total Lines 9 and 10) . . .. . . . .... ..... . . . .. . .. . . .. . . 11. 6 8,6 8 9 - 4 3 12. Net Value of Estate(Line 8 minus Line 11) 12. 9 0 9, 4 6 5 • �3 . . . . . . ...... ....... .. . . . . . . . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 1,O 0 Q • O O an election to tax has not been made(Schedule J) . . . . . . . . . . ... . ... . . .. .. 13. 14. Net Value Sub'ect to Tax Line 12 minus Line 13 �4. 9 0 8,4 6 5 • �3 1 � ) .. . . . . . . . . . ......... . . TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 0 0 • 0 0 15. � • �� 16. Amount of Line 14 taxable 9 0 8, 4 6 5 • 7 3 �g, 4 O,8 8 0 • 9 6 at lineal rate X.0 45 17. Amount of Line 14 taxable at sibling rate X.12 � • �� 17. � • �❑ 18. Amount of Line 14 taxable at collateral rate X.15 � • �� 1g. � • �� 19. TAX DUE �g, 4 O ,8 8 0 • 9 6 . . . . . . . . . . . . . ... . ............. . . . . . . . . . . . . . ... . . .. . . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505610249 1505610249 � �,. �.� �. .��.,� �- � .�.��:- �n� �� . � .�,�:�:,�. ��a � �. REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 14 0329 DECEDENT'S NAME Dorothy L. Myers STREET ADDRESS 5225 Wilson Lane, Apt. 3119 CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 40,880.96 2. CreditslPayments A.Prior Payments 39,500.00 B.Discount 2,044.00 Total Credits(A+B) (2) 41,544.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 663.04 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. : . � :�i^ ,_,- :\C��' � / : ///f"'/r3�, ', \\ j Q '� ;. _ _ti.S�G�,,,, ,. .:.1,„ \�:.�-_ . . . . , - !� �.� . ...,�c«e ,:.::'�%„f. .1`\.,.�__ .... riw,f�.�.,,___ . =�� /�,,. ....n„ z��c.., ... ..�. . _o�.Y PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ..... . . . ...... . . . . . . . . . . . . . . . . ❑X ❑ b. retain the right to designate who shall use the property transferred or its income . . . . . . . �X ❑ c. retain a reversionary interest. . . . . . ......... . . .. . ........ . . . . . . . . . .. . . . .... . . . ❑ ❑X d. receive the promise for life of either payments, benefits or care? . . . . ...... .. ........ ❑ ❑X 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . .... . . . . . . . . . . ..... . . . . . . .. . . ..... � ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?. . . ❑ � 4. Did decedent own an individual retirement account, annuity or other non-probate property,which contains a beneficiary designation?.. . . . ... . . . . . . . . . . ...... ...... . . . . � ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. z ; � �� , �oi� � �-~ �� .W� �. �� "�.. � �w;,,, „ �,,,,�,.,��.....::. .,,,. ! ,,,, ��.�.,..,�,. ,.��..<... .:�.. �. .,�,� .. �,,,. ��. For dates of death on or after July 1,1994,and before Jan. 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan.1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even'rf 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. �� . � : �, , �. ; ��.�K�,�..�.� . �.��-� REV-1508 EX+ (08-12) : ;`pennsylvania SCHEDULE E :' 6EPA0.TMENTDFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN pERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Dorothy L. Myers 21 14 0329 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned witl�right of survivorship must be disdosed on Sd�edule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 M&T Bank Checking Account 54412188 3,332.40 Per 2/24/14 letter Accrued interest on above account as of Decedent's date of death 0.03 2 Check received for items sold by Decedent prior to her date of death 80.00 3 Misc. Household Items 1,530.00 Per appraisal 4 Jewelry 19,915.00 Per appraisal 5 2001 Toyota Camry 4,414.00 Per kbb.com 6 Liberty Mutual Refund 65.00 TOTAL (Also enter on Line 5, Recapitulation) 29,336.43 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09) �`. pennsylvania S C H E D U L E G ' OEPARTMENT OF NEYENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy L. Myers 21 14 0329 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 NUMBE INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIPTO DECEDENT VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE AND THE DATE OF TRANSFER.ATTACH COPY OF THE DEED FOR REAL ESATE. 1 Asbury Communities, Inc. Refund 15,000.00 100 15,000.00 Beneficiary: Decedent's son, William Latham 2 Edward Jones Account 196-13211-1-2 914,818.73 100 0.00 914,818.73 The above account is in the name of the Dorothy Latham Myers Revocable Trust 3 02/25/13 Cash gift to Decedent's son, William 400.00 100 0.00 400.00 H. Latham 4 03/17/13 Cash gift to Decedent's son, William 500.00 100 0.00 500.00 H. Latham 5 03/17/13 Cash gift to Decedent's son, William 600.00 100 0.00 600.00 H. Latham 6 04/25/13 Cash gift to Decedent's son, William 250.00 100 0.00 250.00 H. Latham 7 04/26/13 Cash gift to Decedent's son, William 750.00 100 0.00 750.00 H. Latham 8 05/20/13 Cash gift to Decedent's son, William 300.00 100 0.00 300.00 H. Latham 9 05/28/13 Cash gift to Decedent's son, William 1,000.00 100 0.00 1,000.00 H. Latham 10 06/23/13 Cash gift to DecedenYs son, William 5,000.00 100 3,000.00 2,000.00 H. Latham 11 06//23/13 Cash gift to Decedent's son, William 250.00 100 0.00 250.00 H. Latham 12 07/13/13 Cash gift to Decedent's son, William 4,000.00 100 0.00 4,000.00 H. Latham 13 07/17/13 Cash gift to Decedent's son, William 300.00 100 0.00 300.00 H. Latham 14 08/23/13 Cash gift to Decedent's son, William 600.00 100 0.00 600.00 Total from continuation Schedule(s) 8,050.00 TOTAL (Also enter on Line 7, Recapitulation) 948,818.73 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: Dorothy L. Myers 21 14 0329 Schedule G - Inter-Vivos Transfers and Misc. Non-Probate Property Item Date of Death %of Dec's Exclusion Taxable Num Description of Property Value of Asset Interest (if applicable) Value 14 H. Latham 15 09/10/13 Cash gift to Decedent's son, William 1,500.00 100 0.00 1,500.00 H. Latham 16 09/11/13 Cash gift to DecedenYs son, William 500.00 100 0.00 500.00 H. Latham 17 10/24/13 Cash gift to Decedent's son, William 100.00 100 0.00 100.00 H. Latham 18 11/19/13 Cash gift to Decedent's son, William 200.00 100 0.00 200.00 H. Latham 19 12/10/13 Cash gift to Decedent's son, William 750.00 100 0.00 750.00 H. Latham 20 10/24/13 Cash gift to Decedent's daughter-in- 2,000.00 100 0.00 2,000.00 law, Belinda Latham 21 12/12/13 Cash gift to Decedent's daughter-in- 6,000.00 100 3,000.00 3,000.00 law, Belinda Latham TOTAL. (Carry forward to main schedule) . . . . . . 8,050.00 � . � .� � _ � , _ ,_ � . � � .��, � ��.- �.�� -�- _ � a 0 r � REV-1511 EX+ (08-13) . penr�sylvania S C H E D U L E H -�- 6EPARTMENT OF REVENUE FUNERAL EXPENSES AND RES DENTNDEC DENT�RN ADMINSTRATIVE COSTS ESTATE OF FILE NUMBER Dorothy L. Myers 21 14 0329 DecedenYs debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERALEXPENSES: See schedule attached 5,839.51 B. ADMINISTRATNE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2. Attorney Fees: 14,000.00 3. Family Exemption: (If decedent's address is not the same as claimanYs, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 120.00 5. Accountant Fees: 300.00 6. Tax Return Preparer Fees: See schedule attached 20,688.18 TOTAL (Also enter on Line 9, Recapitulation) 40,947.69 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: Dorothy L. Myers 21 14 0329 Schedule H, Part A - Funeral Expenses Item Number Description Amount 1 Patriot News 475.50 2 Coliseum Restaurant 303.86 3 Pealer's Flowers 211.95 4 Michael J. Shalonis Funeral Home 2,047.00 5 Robert Latham, reimbursement for payment to West Shore Country Club 1,951.20 6 William Latham, reimbursement for payment to Rice Memorial Works 850.00 TOTAL. (Carry forward to main schedule) . . . . . . 5,839.51 ' Page 3 Estate of: Dorothy L. Myers 21 14 0329 Schedule H, Part B - Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 US Postal Service 38.31 8 U-Haul 116.77 9 Edward Jones, estate services fee 100.00 10 Bryan Sentz, moving expenses 298.64 11 Lisa Latham, moving expenses 178.64 12 Danielle Latham, moving expenses 160.00 13 Chad Hoover, moving expenses 100.00 14 Katie Lowery, moving expenses 160.00 15 Leah Sentz, moving expenses 120.00 16 William H.Wessles, Used Cars, fees re: transfer of vehicle 65.00 17 Penn Dot 64.50 18 Check reorder fees 6.00 19 Mountz Jewelers, appraisal 820.00 20 Saidis, Sullivan & Rogers, out of pocket expenses 190.32 21 Chuck Bricker, appraisal of household items 120.00 22 Saidis, Sullivan & Rogers, out of pocket expenses (reserve) 150.00 23 William Latham, Trustee Fee 18,000.00 TOTAL. (Carry forward to main schedule) . . . . . . 20,688.18 REV-1512 EX+ (12-12) �`r� pennsylvania S C H E D U L E I DEPARTMENTOPNEVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy L. Myers 21 14 0329 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,induding unreimbursed medical expenses. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Seven Bridges, meals purchased for Decedent prior to her date of death 91.00 2 George's Cleaners 33.45 3 Pinnacle Health Medical Group 326.35 4 Bethany Village at Home 36.00 5 Pulmonary Critical Care Medicine Assoc PC 275.38 6 Verizon Wireless 25.00 7 Comcast($60.30 minus $8.70 refund) 51.60 8 Ohio National Financial Services, return January payment received 54.02 9 Pinnacle Health 639.00 10 Card Services 1,137.76 11 CCRX of Bethany Village 23.50 12 Verizon Wireless 33.74 13 Bethany Village 1,442.89 14 US Treasury, final Form 1040 19,606.00 15 Riverside Anesthesia 30.65 16 PA Department of Revenue, final PA-40 3,904.00 17 Pinnacle Health Hospitals 31.40 TOTAL (Also enter on Line 10, Recapitulation) 27,741.74 If more space is needed, insert additional sheets of the same size _ ,_ � � ;:�„� ��, �,��r.� . ...v �,,�, a�:� � � REV-1513 EX+ (01-10) �r pennsylvania S C H E D U L E .7 ' OEPARTMENTOF0.EVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Dorothy L. Myers 21 14 0329 NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] See schedule attached ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 Market Square Presbyterian Church 1,000.00 20 South Second Street Harrisburg, PA 17101 TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEf. �,OOO.00 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: Dorothy L. Myers 21 14 0329 Schedule J, Part I - Taxable Distributions Amount or Share Num. Name and Address of Person(s)Receiving Property Relationship to Decedent of Estate 1 Mary Elizabeth Latham Banzhoff Step-daughter 48,095.61 6955 Carlisle Court, Apt. D111 Naples , FL 34109 2 Robert E. Latham Step-grandson 48,095.61 712 Arlington Road Camp Hill, PA 17011 3 Belinda Allyn Latham Daugter-in-law 62,714.74 12006 Bowles Street Fenton, MI 48430 4 Sharon Latham Daughter-in-law 57,714.74 102 Fairway Drive, P.O. Box 525 Dillsburg, PA 17019 5 Bryan J. Sentz Step-grandson 28,857.37 102 Fairway Drive Dillsburg, PA 17019 6 Nicole M. Sentz Step-granddaughter 28,857.37 102 Fairway Drive Dillsburg, PA 17019 7 Leah A. Sentz Step-granddaughter 28,857.37 102 Fairway Drive Dillsburg, PA 17019 8 Earnest D. Latham, Jr. Grandson 96,191.23 600 Baltic Cir. Unit 614 Redwood, CA 94065 9 Lisa L. Latham Granddaughter 96,191.23 56 Old York Road Dillsburg, PA 17019 10 Danielle L. Latham Granddaughter 96,191.23 102 Fairway Drive Dillsburg, PA 17019 11 William H. Latham Son 316,699.23 102 Fairway Drive Dillsburg, PA 17019 „�„� �,�„� :�� .��.�.� �;��-� -�.,� ...��:a . .� _ Q �,/1aLi ��iiil 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-502-4349 F ax (302)934-2955 February 24,2014 Law Offices Of Saidis, Sullivan & Rogers 635 North 12th Street, Suite 400 Lemoyne,PA 17043 Re: Estate of Doroth,�_vers Social Security: 187-16-6530 Date of Death: January 15, 2014 Dear Sir or Madam: Per your inquiry on Februaiy 19, 2014,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. Type ofAccount CheckingAccount Account Number 54412188 Ownership(Names o� Dorothy L.Myers Opening Date 08/28/1964 Balance on Date of Death $ 3,332.40 Accrued Interest $ .03 _..._...._------------......._-----_____.-----------... Total $3,332.43 F For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds, . please call the High Street Carlisle at 717-240�536. We were unable to locate any safe deposit box for the above-menfioned deceden� Tlus letter dces not include any accounts in which the deceased may have been 6sted as Power of Attorney,Custodian of Uniform Transfers, Representative Payee,or Trustee under a Written Agreement Sincerely, Valarie Mercer Adjustment Services ,� , �rt � � �,._� .�..�� ..�.�,,�,�.� ��-� :��,�.�„�� . . � .� � �APPRAISAL � Personal Property of � QR QT I-t y ,�, /'�Y�Rs Appraised by Chuck E. Bricker AU094-L Date �� tTEM VALUE iTEM VALUE /�/ Cc' A��FZ � b U� u 1J�SK ca FF e� �t t � ` o0 l�� Ed Q e�o � ao R�s S�-2 �D �o � 2 r(,U�rv �Ccl s G C �� i aaC C� P � o s�r . � � t�'��t-Pc:� � �z c �s� �36 ce tN. �-6-F t/2 J�Dn�G C R C u� ' L�zd� l�i4 f3 C.� (� (a Gt� .�l R s � �UM�. ES _ r r� — �v s� � t��- 0 �c (�c t,�s t e 1�.�' sEr 6� . P 5"' �� ., LERs T `� � Q C� � L1.� 6zyK s L� 6,DL c� LL_ � ES—' �O O� R��K S r�E U s 1oa P� c � S SS�- iSH G�J � D � 55 , s—P.�4us— U��usr�s 0 � I�3 a� �U7� L �}PP RJ�1 S �L `� ,�n lSG --L- _'c�_ I �, --- - - . �. �.- ��.��..�.-� :�;��,�� -.-�- . .��.. r�:7��a:� Q 1 1� \� � � � �. � � � Sharon and William Latham Sharon and Vlillsam Latham 1Q2 Fairway Dr IQ2 Fainvay Dr Carlisle,PA 170 t3 Cartisie,PA 170I3 Phone:717-432-4116 Phone:717-�32-OI16 ?�Say 14,2d14 32Q5lI Immediate JPW AR -1.Q 0542-'170-523 �820.00 $820.Oa appraise for the estate attafched is some paperwork Check (�820.Q0) Sub Total: �SZO.00 Shipping: SO.00 3780 Trindle Road•Camp Hill,PA 1?O1 I • ,'17-763-1199 Y�� 0.00 1160 Wainuc Boccori Road •Carlisle,PA 1701� •71:-Z'�3-j936 TO#a1. $s20.00 �520 Jonestown Rrnad• Harrisburg,Pd I7109 •71"-�-'�5-7�OFi �,yayment: (�820_fl0) mounczjewelers.com Balance: �0.00 v .:. a,�=.,e,�.�� a� ,�� ,��.��.,�..� �.,� ��.�, nt� � �.�� . ��J�L �1�� . - j E W E L E R S Trust Xour Special Moments To Mountz. May 6,2014 Sharaa Latham . . 102 Fainvay Drive Carlisle,FA 17013 Dear Sharon Latham, At your request i examined the jewelry you submiited for vatuatian and t�ave provided an opinion v�the � Approximate Fair Market�Jalae for t�e ssiaie of Dorothy A.•Myers,da.te afdea[h 1/1Sl2014. � T'his report is_valid orrly in its�ntirety and tfre final figure excludes any apglicabls taxes. You may wish ta t�IC@.tt13S IIItU CA[iSIdCT3T10Y1 W�1CII t1Slt1�tllE f�OCt. The value conciusions are subject to limiting conditions that'aze set forth in the bbdy of ihe report. To the best of my knowledge and experience, I estimate the. jewehy has a total Approximate Fair Market Walue of$19,9i5.0€�. . ' Pbotogaphs are mctuded with tEte originaI report for your reference. I saggest that you keep your copy of ihis report in a safe place. - _ This report was prepared in accordance with the,Uniform Standards af Professionaf Appraisal Practice (L]SPAP). - - If I can be of any further assistance,please calL Since y, . . ' J ��:: �� -�, Tt�nya B.Mowery Certified Gemol�gist Appraiser,AGS . Bnciosures - - � � 378o Trindle Road � Camp Iiiil, PA 17�11 • �17.763.��.99 • {F}717:763•$9�3 • mount�ijewelers.com Fage l of 14 . wbt ERIx��N (3EM �� ' � " S O C 1 E T Y ' . . ' � ' � �� _ _ �� -�� v�� Tab[e af Contgnts � . .. • Letter of Transmittal • Table of Con[ents - . • purpase. � • Intended Use . • Definition of Fair Market Vatue • Approach Co Value � • Mazket . - . • Limiting Conditions _ • S�bscriptions Retained for Value Cansulting � • Metal Markets + Certification . • List of Laboratary Instrurnents � • Item Descriptions � � � • Phoiagraph(s) • BiagraphicalInfarmation This report is vatid anly in its entirety and for its stated purpose and intended nse and was prepared in � - accardance with the Unifvrm Stanciards af Prafessional Appra[sal Practice(USPAF). " - Statements and Limiting Conditions _ Purpose � . The puTpose_of t�is repvrt is t�describe and document ti�e quatity of the jewelry Iisied and to estimate its - � Pair Market Value. � Intended iJse � ' . The intended u�e af this report is for providing an estate appraisal iisting the Fair Market Value for use in - the�esolutjan of the estate�f Darothy H.Myers. � � ' � Valuatian Date: 1lI5/241� � De�nition of Fair Market Yalue The fair market valne is the price at whicfi the property would change hands b�tween a willing buyer and a wilting seller,neither being undes'auy computsion ta buy or sell aud t�oth having reasonable lcnowledge of - relevant fac[s. The fair market value of a particuiar item of prap�rty...is not to be determined by.a forced sale price. Nor is the fair market value of an item af property to be deternrined b}i the sale price.of the item - . in a market other than that in which such item is must cammonly sold to the p�zhlic,taking into accaunt locatiot�of tae item wherever apprapdate. Ta{cen from Treasury Regulation 20.2D31-1(b) : , . APProach to Value There are three traditional approaches to value that are as follows: � � �Income approach:Applies ta incame producing properties aad is used only if an income situaEion or renta3 pro�serty can be identified. � - Market I}ata agprQach:Compares the qualities of ihe subject item tu au article with similar or � � identieal qualities,and researches and records eurrent verifiable sales of such merchandise. - - Cost approach:Establishes the total value of an item by considering the value of its component parts precious metal conteni,gemstoae weights and.qualities,labor,and any other fees)together avith t}�e ap�ropriate retail mark�p accotding to the nortns af the jewelers in the locale,supply and demand,and the current state of the marketplace. Pag�2 of 24 . � __ ��. �.��:�.�r �� .�. �. � _ � � Fair Iutarket Vaiue is estimated using the market data approach. Neither the income apgraach nor the cqst approach applies in esfiablishing Fair Market Value. However,the cost approacb to value was used to check on the reasonableness or market vaiues�'ound. Market . To valne an item a market(and market leve[�must be recognized. 1fie most appropriate market far jeweiry can vary dapending upan the article's age,condirion,quati#y,intrinsic content,aesthetic appeal; provenance,current fas�ian trends,artistic interpretation,and period of manufacture among otbers_ The type of retail outlet that m€�st cammonty carries the items being appraised is considered to be the most . appropriate markex. Hawever,the auccian market was also considered as another appropriaie market in � establishing Fair marl:et Value for this type of jewelry. . Limiiing Coaditlens � The jewelry described rviihin has bee�analyzed and grad�d in accordance with prescnbed grading - staadards using„sfate of.the art"methods and precision labaratory equipmeni. � , 7ewelry constructed solely of,or in combination with,precious me�als(i.e.platinum,pallad'zum,yellow or white goid andlor silver}is tested,analyzed and descrbed for its type and coriient of such tnetal. Unless otherwise stated,all gemstone weights,grades and measurements are appra�cimate and stones have not been removeci from their mouniings. Diamonds are graded with ifite prescn'bed grading nomenclature of the Gemologicai Institute of America (GIA)and the use of pre-g=aded germanent master diamond calor eomparison stones. Golored stones are color gradeti according to ihe GIA eolor grading system. Unless otherwise stated, atl colored stones Gsted on this appraisal�epart have probably baen subjected to various treatments ta improve their apRearance. Treatmeats are considered usual and custamary practices when properly disclosed and � when done withaui intent to defraud the cbnsumer_ 'The treatments are masfly stable and da not require . speciat care. When a treatmem is detected and considered unusuaS it witl tie so noted by this appraiser. � . Some treatments are reversible and re-treatabls: It may be beyo�d the scope of an�jspraisal to detexmine ' exact treatment metbods or the amount of treatmeni presen� Some treatments require sophisticated equiprtieni not faund in a standard geirtoiagicai]aboratory. Prevailing market values are liased or these � aniversally practictd and accepted processes by the gems and jewelry trade. . . Sources are assumed to be reliable and the appraiser does not assume responsibility for their information. The appraiser assumes the ownership of the subject property is mte as stated by t�e client. . 7'he fees paid for this appraisal do nat include the services of the appraiser for any other matter. 3n � pai#icular,fees paid ta date do not include any of the appraiser`s time or services en connection with any � statemen�testirnony ar ottier matters before an insurance campany,its agents,einglayees or any court or other bady in connection with the psoperty herein descnbed. � If the appraiser is required#a testify or to make any statements to a�h%rd party concerning the described' � property anci/or apgraisa{,the applicant shall pay the appraiser for aIl of such time and services so rendered. This�ocument is limited to its stated intended use and'as invalid if alI items listed in the Table o€Contents -are r►ot present Unless expressly siated,the iiems appraised are in good condition. Any serious deficiencies and repairs are _ noted. Urdinary wear and tear is not noted. The infarmation in this report is confidential, � Page 3 of 14 ,��.�,��._ .��.�-��., �,��-�;��. �<.� ; �_�. ��;�� . ��.. This agpraisal process dces aot discover tiens,encumbrances,ar fractional.interests but,if known,they are ' � noted. . The Iimited ow�er of this appraisal is tt�e party for whom the work was gerformed. - Possession of ttfis report does not provide tirIe to the items appiaised, Possession ofthis report,any portion of this report,ar any copy therevfr does not include the right of . publication withou;ihe apgraiser's written�flnsent. . - � Use af the infflrmatic�n containrd in the app;aisal is invalid if all items listed ia the Table of ConT�ents are . not present, " - Each item descnbed in this repart has lieen ghotographed and file copies of t6e photograph(s}a�we�l as a - copy o#'the regon are ma�tained in the appraise�'s files for at{easi five years after iho report date. - 'I`hird parties may rety on the informaiion in this report for the defined purpase and intended use only. _ � . Thisd parties reyuiring further informatio�than what is�the repart must abtain the written permission of the owrfer of th�.agpraisal i�efare the appraiser wiil discuss the repflrt. - � I�Ta changes may be made to dus repart by anyone other than the appraiser. The appraiser cannot he ' - respansible for unau#horized aherations. The prof��sional retationship between the a�praiser and the client ends with the delivery af this repo;t . . . Subscriptians Retaiued for Value Consulting - i)rucker,Kichard-ThE�Guide. Northbrook,IL Rapaport,Niartin-Ra�aport Diamond Regorr.New York,NY Metal Market 1lISf2014 � � Gold $ 1242.20 Silver . $ 24.15 - . Piatinwn S 1425.00 , ' List vf Labor�tary Instruinent� - � Binocniar mieioscape Leveridge gauge - . Electronic scale Thermal condactiviry diamond tester . Touchstone.as►d acids Uhsaviolet light unit _ ' � . Spec.trascope . - Prapartionscope � � - P�[ariscope - �ichrosco�e Refractometer Che2sea colar filter ' Heavy[iqaids . � Diamand light and graded masiar comparison diamonds P�ge 4 of 14 . �- �,�,� �x,.-� �__��.�.w��.� � _� ��--x I � . . . Certification - . � I hereby certify t�,to the best of my lmowledge and belief: � � Tke statemerns csf fact cot�tained in ti�is repart are true and correct. - ♦ . T'[�z�ported analyses,oginions,and conclusions are limited only by the reported assumptions and limiti�g . canditions,anii are my unbiased professianal anatysis,opinions,and conclusions. - � � I have no present crr pz�spective interest in the property tb�at is the subject of this repart and I�►ave ao persar�al inberest or bias with resped m the parties nnvoived. _ � My compensation is not conta�gent upoa the deveicrgmeut or reporting of a predetermined value or direction in value that favars ttie cause of my client,she amaunt of tlie vatae esmnate,the attaininent of a stipulated msutt,ar the occuisence of a svbseguent event . ♦ I have made a persc►nal�nspection nf the propeity that is the subject of this report �� No one provided significant prof�ssianal assisYance to the person signuig ttus repark � - ♦ My at�yses,opinions, and e�clusicros were developed, anc!this report has been prepared, in �nformity _ wiih the 1Jnifoan Standards of Professia�al Appraisal Pracrice. - _ � . � �' % . - � _ T��B. �w� - . . Certifiec!Cemalagist Appraiser,AGS � � - - Sl61201.4 � ' . Page 5 of I4 • • • �:;r-.�z�,.,«, .n,._.:.�...,s,.,,. - ::��..,�s�.,:.m.�.r »..�,-.:>- ��,..�-.:::.��s.-m� Prepared For: Sharon Laihain Date:S/S/2Q I4 102 Fairway Drive ' " � , Carlisle,PA 17013 , ' ltem 1 � . Pendant � � One 14K wliite gflld diamonsi pendant. One approximately 0.31ct oval diaznond is set north to south in a poTisiled four prang basket mounting with a rabbit ear bail. The psndant measures appmximateljr 11.3mm � high by S.Omm long. It hzngs on a 1 b" 1.25mm curb chaia witt�a spring ring clasp that is stamged"I4KT. B.A.B."and"14K". The metal.purity ofths mo�intii�g was determined by�lectronic testing. Tbe pendant . � a�td chaiEn weigl� 1.6dwt. � . Diarnond Grading R�port - . . Shage and Cnr. � C3val Measurements: . 6.46 x 4.U3 x 1,99 mm(approximate} . ' � V4;eig5t: �3l Cts.(estimated} ' Proportior�s: Very Gaad � Uepth: +�9.3$% _ Ta�ile: 57.1% Girdle: Thin ta Slightly thick,Faceted _ . � Culet: � Smafl � Finish � . - _ _ Polish; Very GQOd Syinmetry: Gond , . . ClArity: VS-1 . Cofor: G . � - -Fluorescence: None(lw) . Comments: . SmaEl chip at one end _ � Toia1 Appraximate Fair Market Value Exciuding Tax $455A0 - jtem Z � Ring . Qne piatinum diamond iing. Centered on top is one apgroximately 1,2�ct oval diam��d set east to west in � a semi-beael that covers each end. The ring tapers from 6.imm wide on top to�.62mm wide�at t�e bottom : and si#s approximately 4.Zmm off the finger. The shank.is half-round in styie. Stamped inside is - . "HANiTLTON". There is a pair af sizing beads soIdered inside the ring at the l�ttoin"corners'.The metal . , contenk was determined by electronic tsstmg. 7'he ring has a moderate ta heavy patina from wear,is approximatety finger size?,and weighs 8.ldwt. , Diamond Grsding Report � ' . . Shape�nd Cu�: C}val Measuremepts: 8.50 x 5.95 x 3.7fl mm(appreximate} - � � - Weight: 1.2U Cts.(estimated) Progortions: Very Good _ . Dep€h: 62.18°l0 � Table: 65.5% Girdle: Very thin to 1vl�dium,Faceted - Culet � Small - ' Page 6 af 14 � - �_ _. _ �: s..�.��. �;��:�; �-� � : . ,�, �. �._��:_.�; ,�_ Finish . Potish: Good . - � Symmetry: Good - C[aci.ty: � W�-2 � � . Co1or: - E. Fiuoresceoce: None(iw) � � i . . I � ' : . �. . Totai.�p�roxi�ate Fair Market VaIue Bxcluding Tax � �6,650.fl0 � I � ItCdl� Pin � . . ' ' Qne i�K�vhit.e gn(d diamo�d circie pin.Twenty-three appmlumatEly 2.4uun round briltiant diarnonds are • eaci�set in a fo�r prong mountmg to fflrm a 22.Smm circl�. The diamonds have an estimated total carat � weight of 1.15cts. Slightly off ceater across the back is a i 4K white gold pin b�k. The metal purities ' were determined by elech-onic"tesiing. The pin has a polished finish and weighs 2.2dwt. . Diamonsl Melee Attributes - � Sh�pe and cut: ' Round fuli cut � - 11�Ieasuremems: 2.4 mm Number of diamonds: 23 - Tota1 Weighi: 1.15 cts.(estimat�d} . . - Clarity: . VS -. � Color. G-H - _ . Total Approximate Fair Market Vaiue Excluding Ta.�c �985Aa I�em 4 � Pin - - �ns 14If white gold diamo�d pin with center t3iamond cluster. The pin is forrned by twisted nbbed n'bbons � . of w1uEe gold overlapging with three curved sprays uf wire. It measures approximate}y 3�mm across. Tn the center is a flora]cl�ster o#'seven agpraximately 2.4mm round brilliaet ciiamonds sac�set in fvur � prangs. `T�e diamands hav�an estimated total weight U.35cts. There is a pin back posirioned off center arid exteriding from side to side on the back of the pin. The rnetal pwity was detetmined by eiectsnnic testing beeause there are no stamps. The pin has a potished finish and weighs 7.8dwt. , - � � Diamuad Melee Attributes - Shape and cut: Round fui�cut - . . Measurements: 2.4 mm • Nurnber of diamonds: 7 Total Weight: . .35 cts.(estimated} • Ctariry: VS-SI1` . CQlor. G-H . • TotaI Approximate Fair Market Value Excluding Tax: � . $?25.OU Pagc 7 of 14 - �� .��-�,��-� .� :. x . .w �.: .«. ., .._ ,. ,. , _ Ny �� . � �� ..,�:��. �� : - � . - � It�m 5 � Pin One !81�,yellow gold hummingbird pin. The hummingbird is appr�ximately 24.Smm high by 29.Smm i wide a�d is depicted in fligh� It has feather textvri�ng and a t�t�sh seF 2mm faceted round ruby eye. The , .. � ' back�of the pin is stamped"18K"and has a pin back extending from side to side. The pin weighs 4.l dwt. i � . . . ' - ( " i - � Totai Approximate Fair Market Value Excluding Tax $315_fl� . . It�m G � _ . Necklace � , (?r►e strand of cultured pearls: Ninety-s9x G.5-7.{?mm near-rocuid cultured saltwater peazts aze.st�-ung on si(k . wit6 tcnats in between_ The strand has a l4K yeltow gold�Smm telctured flower box-siyle clasp_ In the � - center of the flower is a cluster of one approximately ZOrr�m faceted round emerald surrowtded by five' � approximately i.7-l.8mm single cut diamands,all pmng set. The clasp is stamped with"14K","G",and � "14LGM.J"outiined by a shield. � . � Strung Pearts _ • . . Strand Iength; _ 29 . . Numher af strands: - 1 - . . Number ef pearis: 96 � Size: - 6-1l2 mm ta 7 mm . Color.' . Light cream , - . Shape: Near-round- � Luster: Excellent • Nacre ihickness: � Acceptable � • � Blemisbes: Lightiy blennisbed � Matching: Good . . - � Diamond 1Vlelee Aitrebutes ' . Shape and cut: Roand single cut '. Measurements: '. i.7-1.8 mm - Number of diamonds: � 5 - . Total-t�Veighr: , - .12 cts.{esiimated} . C3arity: SI , . . - Color: H-I - � . _ . Emeraid Metee Attributes Shape and cat: _ I�ound faceted � ' ivlessurements: 2A mm � Number: 1 . . Total Appmximate Fair Market Value Excluding Tax �1,340.W , Fage 8 of l4 - . .�.�..��- ,..�;�,.� �,_ �-��,��,>;s..� � �=, �� . ��:.��-.�� Item 7 NecltSace . - - , . One strand of cultured pearls. Fifly-five 6.5-7:4mm near-mund cultured saltwaier pearls ate stn►ng on sitk- . with knots in between_ The strand has a 14K yel3ow goid I2.7mm.textured flower box-sty3e,clasp with an open floral back. In the center of the flower on#op is oae approximately 5.95mm cu�t�u'ed pearl set on a pos�"I°ftie clasp is siamped with a script."H°followed by.°14K". Strung Pearls Strand lengkh: l 6 inches �� Number of strsnds: 1 . � Number of gEar2s: 55 � Size: � . � 6-112 mm ta 7 mm . Co1or. Medium cream � Shape: Near-raund - - L�.st�r: Good ' . Nacse t{iickness: � Acceptable Blemishes: Lightly blemished .Matching: Goad Total Appmatimate Fair Matket Value Excluding Tax $490.U0 Item S . � � Bracelet � ,�ne 14K yellow.goid oval�iinged bangie with diamonds." R�hen c3osed,the opetiing measures . � . agproximately 2-1/4"wide by 1-718"high. 1'he braceIet has a domed Florentine ou#side and a polished - . slightly canvex inside. It is approximateiy 7.86mm wide and�.3mm high. Spaced out across the top of the bracelet are five approximately 2.7mm round brilliant diamonds bead set in the middle of diamond eut . stars. There is a�inge on one side and a box clasp with pushbutton release and safety chain an the opposite . side. The c(asp is stamped"I4K". The inside is stamped"14K"f�lSowcd by twa interfocking circies with tha tetter"�"insida each one. The bracelet weighs 12.bdwi. � . Diamond Melee Attributes � - . Shape and out: Round full cut Measurements: 2.7 mm � - . � Nurnber of diamonds: 5 � � Total Vt�eight: .35 cts.{estimated} • Clarity: �'S � . _ Co1or. G-H � Total Agproxunate Fair Market Va1ue Excluding Tax , � _ $1,025.Ufl - Item 9 . - � � . Earrings . - . One pair of 14K yel(ow gold ciip earrings with diamonds.T'he front of the earrings are a Smm high dnme that is approximately 1 l rimm wide'tn�tie center and taper ta 7mm wide at the top and bottom.There is a • . Flocentine fmish on the front The earr'sngs are appr�ximataly 22mm tong._Spaced nut dowii the front of �ach earri�sg are three approximately 2.{)mm round brilliant diamands bead set in the middie af diamond cut , stars. The backs aze}iinged clips that�re stampe8"14K","PAT. 156452"and lightly engraved with".12" . aud„7I�-�-+-�-,'. 'I'�e eazrings weigh 5.9dwt. Diaotond Melee Attribu#es ' - -. Shape and cu� Round full cut Ivleasur�ments: 2A mm . • Numtisr of di�nands:- 6 . Tatal VVeight: .18 cEs.(estimated) - Clarity: � . STS Color: . G-H . . Totat Apgroximate Fair Market Va}ue Excluding Tax $440.UQ � Page 9 of 14 - .� v� r�, �-,.�.��.�� -�:.�:�.��,� �.��-� .g-�. . ��- . ��... .r ttem 10 ' ' Earrings " - - One pair of 14K yeilav+�gotd diamond studs. Each eazring,has one a�sproximately.lOct roand briliiant . - diamvnd bead set in a 3mm high bark-texttarecl round stud mounting with a post and fri�tion back. The " backs are stamped"AGfiM"and"i4K".The metal gurity af ihe mountings tivas determined by eleccronie • testing.The earrings and backs weigh.9dwt. � ' Dia�uond Melee Attribuies . Shape and cu� _ Raund fuft cut Measuremeuts: 3 mm . Number af diamonds: 2 Totai Weight: .20 cts.(estimated} ' . Clarity: SI Cvior. I-3 - - � Totat Appraximate Fair Market Vatue Excluding Tax $S 80.40 Item il � Pendant . One coin pendant an a chain.One 1908 indian Quarter EagIe is mou�ted in� 14K yeifow gold coin-edged . coin pendant bezel wirh a forward facing ru�g and a 7mm jump ring at the top. lt hangs on an 18:5"Io�tg, - � i4K yellmv gold,I.4mm ccu�chain with a sgring ring clasp�at is stamged"14K"t�wice. The.chain � weighs 1.7dwt and the pendant weighs 3.8dwf. . To#al ApprQximate Fair Market Value Excluding Tax �34fl:00 item 12 . " - Bratetet � � . . , . �}ne l4K yellow gold fancy link brace}�t Two p$railel rows af V=shaped lit�ks.form a12.95mm wide, ' 7.75"}ong brac:ele�. Tlie links are polished on the batEam,F.lorentine on the top,and are approximately . SSmm high. "I'liere is a box clasp with pushbutton release�d figure eight safety on one side_ The clasp is _ stamped"14K". The bracelet weighs 32.Sdwt. - - Total Approximate Fair Market VaIue Excludirig Tax - $I,95�.Ut} , � ltem 13 � � Bracetet _ 4ne i 8K yel'low goki George Lederman waven bracElet wi#h emerald and diamond accents. The bracelet � is 6.5"long ar�d 6.35mm wide. It is created from tightly woven rope. A matte diamand patiecn is � hammered into the rope down the center of the bracelet. The center uf each hammered diatnond is set with . . . either ane 2.8inm raund brilliant diamQnd and vr aae.2.7mm faceted round emerald irn four prongs. Seven. . emeralds and"six diamonds aiternate aloug the length of t�e brac�elet It closes with a hidden fancy f�id under hinged clasp that is stamped"FRANCE"foilawed�by a pentagon-shaped halimark containing"754" and the"LG"trademark af George L.ederman tnc. The bracetet weighs 32.8dwt. _ Fage lfl of.14 � ,v �, . � , ,.,,�.�..��,��.��.��-,�,�« s„-��..�.. � �. ��... -�, �. . _. . � Diamona Mele�Attnbutes � - - , Shape and cut: Round futl cut � Measurements: 2.8 mm . -- Nuraber of diamonds: 6 - Total Weigl� .48 cts.(estimated) . : . ' . Ciartty: �S - ' . Calor: F-G � Emerald Melee Aftributes Shape and cut: Round faceted - . Measurements; 2.7 mm - - - . Numt�er: 7 Total Vs�eight; .63 cts.(estunatedj . Comments: � One emerald is loose wi#h a pulled prong, Anot�er emerald has a broken prong. � � . . Total Appro�mate Fair Market Value Exclud�ng Ta�c $2,630.fl0 - Itsm lA , . ' Pendant- - �. . _ . t>ne green,�adeite carved pendarft oa a cord. The oval pendant messures approximately SQSmm high, . 34.Smm wide,and.9mm d�ep(front tv back). The caIor can be descn"bed as medium light�very slightiy � - . � grayi,sh,very sIigt�tly yellowish Green with a ligh;ta medium degree of mottling.� It has a carved fish ilesign on tlae fron�. 'f9ie pendant hangs ozi a biack card by a large 14K yellow ga1d, 18.5mm long . , enhancer-style iapered bail tha#is stamped"14K"and"GUMPS". The 1Smm cord i�approximately 3�" lang. Both.sides of the card are strung tlirough the center of two 8mm green jadeite beads with lo.w color _ - saturation. The pendant and cord weigh 21.7dwt. � � � T�tal Approximate Fair Market Vakue Excluding Tax $3QQ:04 - ' Itom]5 . . Pendant - - . . � Qne'I SK green jadeite fish pendant rjn an 18K yetlow gold cl�ain. A 31mm higf�,8mm wide,2.Smm deep , {front to back)carved fish hangs tail dawn from a 3 6.5",t.6mm curb link chauz with a spring ring�tasg by a 4.Smm j{unp ring. The color Qf the fish can be�escribed as light,strang,slightly yetlowish green'with a � medium degree ofmott�ing. 'Ihe chain is stamped with an'LK'trademark,"75U"inside an avai and"V2"> - The pendant weighs 4.6dvvt.. The chai�weighs 1.9dwt. � : � � . Total Appsaximate Fair Market�Value Excluding Tax $155.00 - Itein 16 - . . , Ring . flne 14K yell�w gold green jadeite ri�g. Bezet set east to west on t4p is one appinximateIy 14x12mrn avai green ja�eite csbochon. '1'!�e shouldeis of the ring are raiseci to meet the bezetsurrounding the cabochon. 4ne shaulder has a ktrife-edge thaf hooks up aver the dome vf the cabochon Qn one end. The other . � shaulder-is plairr. Th�ring tapers frorri 14mm�vide on top to 4.Smrn wide at the sides and 4mm wide"at the battom. Lightly stamped inside is"14K". The ring is finger sizs?attd weighs 9.i dwt. . , . Page 11 of I4 �...��.. . , v ��-�R�_��. T�;..� ��:��.9.� .�,�.�,� .,. ��;��,. ,.�,, ��.�..-� dadeite Calsochon:Attributes - Shape: Oval . Measurerrients: 14.U6 x 12.OD mm Color. � medium,siightly grayish,slightIy yeliawish Green . Proportions: High dome � Total Appraximate Fair Market Value Excle�dir�g Tax $i,54U.fl0 [tems 17-19 . � V a.rions 1 pair of 6-7.Smm cuhtired pearl stud eatrings set in 14K yellow gold, i pair of i0.2mm simulated peari . stud earrir►gs sct in plated sGerling silver, I green chalcedony eggmeasuring approximately 42mm high by � . 29mrn wide at the base with a drilt hole at the top. ` Total Appraximaie Fair Market Vatue Excluding Tax $7�A0 Item 20 . . . � Ti�nepieee - � . �ne.stainless steel and 1$K yeIlaw gold Ebel watch� The watch has an appmximately 23mm ra�d case � with a champagne Colared dial,golc!tone hands,Raman numeral m�rkers,l8K yellow gold bezel accented � w3xh fva yeIIow s�rew heads around ti�e outside. Markings�on the diai are th�£bel Iagfl,"EBEI,",and"- 3WISS.-". Staznpeti o�the back ofthe case sre"STAINLESS STEEI.CASEA,"]8K GOLD BEZEL",� - 1 S 1?8474","10579�1",and"S WISS". The bracstet is composed of wavy interloc3ting br�shed stainless . steel links wFth 24K gold pl�tted beveled inside edges thai taper from 13man wide at tt�e it�gs to 19mm wide " at ttie hidden faiding ciasp. Stamps on the clasp read"EBEL"twit�,"SWISS","24K GOLD . -ELECTROPLATED TRIM"and"STAINLESS STE�L". Watci�!l�ttribu#es ' -- Maker Ebel - 1Utoveme�tt: Quarti. �4 jewel,Swiss , � � Material: Stainless, I SK gaId,24K gold plating � � � Shape; Round , Bezel: Polished 18K yellow gold � llial t Features: Champagne . . - � Hour markings: Romaa numezals - � Hands: Golc�tone StrapBraeetet: . Stainless Steel and 24K gald platEd Clasp; . Hidden falding - . Condition: . G.00d ' - Model nninber. • - 18178470 Serial nutnber. � 1U579�1 _ . Total Approximate Fair Mazket Value Excluding Tax � �$31�.U4 Page 1 Z of l 4 . . r ;� �=m.��..�.� ..��.�_�.� .0 �; . . � �.,_ffi� Tota�Appraximate Fair Market Value for All 2U Items�Excluding Tax: $19,41 S AO � Nineteea tb.ousand pine hundred fifteen doIlars and no cents Signature of Appraiser: To ya B. owery C.�rrified Gemologist.Appraiser,AGS : Page 13 af 14 � - Biographical Backgronnd.and Qualifications . APpraiser's Name ', � � Tanya Mowery,AGS CGA,GI�A GG � � , Credentials: �� Certified Gemologist Appraiser,Amer�can Gem Soci�ty,241 I . Graduate Gemotagist,Gemologicat Institute of America,2009 �� Education: �Emerald Enha�cement Semmar,2013 - GIA Contiuuing Education Program,2012 . � . Identifying Ruby and Sapphire Seminar,3Ulfl � . Bmeratds and Gemstone Trea�nents Seminar,261 tl . Pearl Grading,Gemoiogical Institute of Americ�,2�U8 � . � _ Bachelar of Arts,Iviiilersville Univetsity,I�/Iillersville,PA � - ' . Business: Member American t'iem Society : � American Gem Saciety Conclave,Boston,�O1Q American Gem Sociefy Gonclave,Phoenix,2013 : � . i ' . . _ ' ' - � . � i � � � - Page I4 of f4 . . � . _: . n . . �.�� Sharon Latham 516/201A � f4r the Estate of�orothy H. Myers � � � Item 1 � : . ..: ._;.:. ._.; :_ - - - �.-:.._,��,,...: ,�: . �;:� �.*„ . 4,... , :.fi�T^�.a,''4 M1Ls 4., �� . ±'� . I -' }.�,. Y�7?.: I ��Y��i?'�-.7�'.3� . . ,.� i�; ��!^�.�;?��:.¢ x".',y'.Z-_r a: �� '.;t� -:g 8s"•�y'�,y � � � � "1 '.e x. ;5 - �,.r�s:, ' ,;,... �,A. : 4 1 �..�, :.. � .'-,h i 'yS�i -V�S. ti"'i��`c.�r!' ' �:y. ' ! fi :_v��I,'-�.',�,'.l�8 .l.:' � '�'t' '; . _ . . _' ' ..'..- . . ' '. . '.. • '.}�>.isZ ' .. .. ... . _'''!at�:.. ' - I �'�@CYl� � .' -;'��air-;` "'."�i;�a»r�-• °- :�#`-`;:' :'�,�"^�G,:.'�. '<i,�:�r�� ,:'��Y:-- � ��Y`.'"u5-�' �� t K �� -;i /�, � . �," -i�a:" "�' � t� r'�-��'E'�''r �?��Z3� . _ .e.�;;. .e:-=}. �_, :1�.'�. � _�.��,. 4?j..y^s.3•, e,,R,_ „.� � :`s+`.. , �3 t-T�Y��p�.. {�^ �' .�`ee:.�`^.�- ; .r':9i^.°S.� y^'.'�s`�'s,.. .. . , :�ii'o.A .... ... _. . i liem 3 ttem 4 Item 5 � • ' '-�� i Ij �' �I F '' 'IG . . - : i .^� �` .�-�. 4� I y' �s ��` . . � � I�i� � °`;.�y- � I . `�;• I I�I + M � . _ =�� r r` y. ; .. �' ��> � �i�'�� t,�� ' ��5� � . ' �.x: ':.?:i; F�¢�f�:: � . . _ � -z h�;.y. ' �,�: ,y,�,f '.v- - _ ' . ,�''�4.�i� ... .,.'>��;., � ��.��:�;��. -. - � . . �� . .. . ., i:-4. »?3-.t� Z � . :s ^t..r rt q �� ?��- � ' , �.:- c - r� ..��,�. , .� �� .��x� _ ��`�� . ! J � � ��. '�': � K . �. :.n�5� r�'" �F ..d•+�.q�] . � '�e, ' i: ' _ ' +d1E. '>' e� � •1?Y- I r�v ." I i��, � S, � x:'. � , ''� kY, I � _ i f� .4,� ra�+f.__ .. - .� - - ;�- ,. �:x;; ��, � � *�;., . .. � hs � .V'� .'a�" ��. � 4 ,:,�'� I ( ��` tx`+ . _ !.',..r�...-)",.x�r�' . . : .��:a'. . . ''�;S,i2P�uf%;"n"fF ..a: ,.-7. ._ . � .� �.� -�n: _ �,�.�. � �� . �� .� ��,r: �,:� � . Sharon Latham 5J6/2014 for the Estate of Dorothy H. Myers Item 6 ltem 7 ��°��,��' �..�a � ��:�� „x � 3�� _°� � ` �i r � .�" � � ;n ' ��'�� , ��: t r. r, �. �,. �:,� � V�. k�� ', . .-�,. � � i i�� . 3-�-�S t �:� `��: "' y �' �-= ;�. � �� a,.�-- �: � 9"' � � ,� .,-s=�, 4� 4 v,� ,�y' �,� :. �� "a� "�S` � �' ' � �v ',�° � u � �fi' +iy��y X � ;� �. " k y . "d1�1&i��[ ��.�,��" I »,�� x:_. `im a �° ! �� , � ��a h".$�� . r�,s' - '�`. ..,;."' q?;.:,;.:.. . 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Myers Item 11 � �� ;. : �v � w,�.,..:;,, � � � � r�� ,�,. :,A�_ � - � � ��' � Mr..�; � °�" .;��.3w•, '�� ' ,:� �� '� � �- � ^ �� z � ;� � � ��: �� ' � ��i�� "��,� �' �� . �� ,��,� `- � �,��...�_o�..__ z�� r��r�y .��"�z*�� a"�o-�x"�'� � � T "-��», �- �''� �_ ka: ��r��u�.�.�'��"� �-� .�` -:.�..R^. - �:` t r,,:.. ``� r' � z. _� �„=� '.,� , P�-0r � &' F, ,y. .:� _ � � �� ' . ' " � � � 'c E��,, � fS £ Y �� . t. � �� rE�',' � +'%�'k�,W��'w.�^'w�^�' �t«t3 � � .. ��i t`__^T,. P: �v�-`^' .: ° ; ,�„y... £..- ��"�. ; % �� w a'`��'. . -x': ,�� i� �'S'. ,d1�'"4,ui � - : � �Aa��y��F .'.� v3 . �� ,�� " :� �.� �y �� r� ��`�� '' � s � �� -� - ��'� ��Yt�, s� - . , - , _ . _ _� <_.� .�,,.�,�,z^�3^.3; {tem 12 Item 13 Item 14 � �;. ��` s . f� � � :� �: v�, >_ . � �� ,� �� F q � �. �,�. 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Item 2� �. � ,v: -�"' a; �� '' , �, � � � �„�,� : � �5�; � � �� _ � s x u�� -` �� `� �� - �' w�' � �' �, : k � xt y 1 ��r�t�y�e8�� ( � 1 � : U S 4f�" '�.. ��r..�z��l i � l�y b�� . �;+. x� u�° �Y d�1 �' "� '��'�',� �� r. ., �,�. ��. Y. � � �,.,�„��. _ ��,� �.:�� .�.�r_ ��..� -,.. , ��,�.,��,�- �.� Kelley Blue Book Page 1 of 2 $ Ketley Blue Bvak The Trusted Rescurce` �, �.: _ ,,, � ,,` � �..TL7YC}3'A , �, .� �� ` �� :.�e�sw r�� M'..{.'X Lz /F �. � �*`v :s�� ' Z - c,R � �n �� . AdverCSement Why ads? 2001 Toyota Camry SellTo Private Party Pricing Report � F� Condidon Yery Go�d $tylE:LE Sedan 4D �� 4`�� q�� Mileage:a9,zoo $�,414 ,y f$�964 �Ce�� `.,, £�,;. t�: il� • � '�r': ca�a�e�«, $5,214 �,'> �, �.__.._ .�.�..__._._...,� ......�..�.�.. .__.._,._.___._�_._.�.__..�.�_._.,__,., Vehic(e Highlights '�� Fuel Economy: Max Seating:5 �'� ' � City 20/Hwy 29/Comb 23 MPG private Party Values valid for your area through 3/13/2014 Doors:4 Engine:4-Cyt,2.2 Liter Drivetrain:FWD Transmission:Automatic EPA Class:Midsize Cars Body Style:Sedan Country of Origin:Japan Country of Assembly:United States Your Configured Options Our pre-selected options,based on typical equipment for this car. ✓Options that you added while configuring this pr. Engine Comfort and Convenience Safety and Security 4-Cyl,2.2 Liter Air Conditioning Dual Air Bags Transmission Power Windows Wheels and Tires Automatic Power poor Locks Steel Wheels Drivetrain Cruise Control FWD Steering Power Steering Tiit Wheel Entertainment and Instrumentation : AM/FM Stereo Cassette Glossary of Terms Tip: Kelley Blue Bookp Trade-in Value-This is the amount you can expect to receive when you Oade in your car to a dealer.This vaiue is determined based on the style,condition,mileage and options �t's crucial to know your car's ��d��ated. true condition when you sell it, Trade-In Range-The T2de-In Range is Kelley Blue Book's estimate of what you can reasonably expect so that you can price it to receive this week based on the style,condition,mileage and options of your vehicle when you trade it appropriatety.Consider having in to a dealer.However,every dealer is different and values are not gua2nteed. )/OUf CYlECI1dnIC gIV@ y0U atl objective report. Kelley Blue Bookp Private Party Value-This is the starting point for negotiation of a used-car sale between a private buyer and seller.This is an"as is"value that does not include any warranties.The final price depends on the cars actuai condition and local market factors. http://www.kbb.com/toyotaJcamry/2001-toyota-carnry/le-sedan-4d/?condition=fair&vehicl... 3/13/2014 ��.�. ��;�-.�.,�.��.��n�.�,�, ��,., �:��.��..�,..�, �,� f, ,::, � � � � -- ��, �— _ � �;� � � t �:, .. �� ,/ .•3`'�-- �, _-� ..� . . .. . . .. .._ _.. __ .. .. ......... .. . ... . . .. .. _... � � ' � CERTIFICATE OF TITLE FOR A VEHICLE �� . -..M.__.._ .,--_ .._._______ ._.___ ______.�__..__._____------ . � � + ,_.. _ '� ,742 '� o�' � -(�; `�: `�' 'D73,93�D21D0174 8—i3q1 .: �. • ' .7 �: `43'],BG22K21UD6427I, � 2D0�, I Ti}Y4TA: 6Q9LI3�75��12 i�Y '� .w� VEHICLE IDENTIFICATION NUMBER YEAR MAKE OF VEHICLE � 'f�TLE NUMBER . ':. -,. . . _ . - ;_.. . ...._.,. .__ .. ..:., . . �.. ._... � � SDIV � 13 � � WJ �'; 7lZ7/0?� 035632� "'D �� 80DY TYPE DUP SEAT CAP PRIOfi TITLE STATE ODOM.PROCD DATE ODOM.MILES ODOM STATUS. 9�L4l�4 � ?l27107 ' � . � :..�Y ' DATE PA TITLED DATE OF ISSUE UNLADEN WEI6HT GVWR GCWR TITLE BRANDS� '� '." '��:;. � ODOMETER STANS �� ' � O=ACTUALMILEAGE � � . 7=MILEAGE EXCEE�S THE.MECHANICAL `� LIMffS � . 2=N07 THE ACTUpL MILEAGE F � � .. . �"" � � .3=NOT THE ACTUAL MILEAGE-ODOMETER � '"= . .:., . .. .. . .. . , . _�.. : =:.: - ;: -"� . .`;- TAMPERINGVERIFlED ':° � - � a=EXEMPT FROM ODOMETER DISCLOSURE REGISTERED OWNER(S) ��"a�� r�L£',��.. � . TITLE BRANDS ti `� f�R,;'` .,. � �s,� A=AMIOUE VEHICLE . ..x';: C=�CLASSIC VEHICtE ��'•• r i'r�7n Y Pz.��E a�t s n t�€ t�: �� D=-0QLLECTtBcE VEHICLE ' DORfl'�HY H MYERS � jnQ � F =OUT OF COUNTRY •�'� �225" �1ILSON �.RJ /Sr� �� J G=LJqIGIN4lLVMFGDFOFNnN-l�.S ��µ " j �1ECHANICSBURG PS 17Q55" _ _ o�S��B��oN ,�r H=AGRICULTUfiAL VEHICLE L =LOGGING VEHICLE P=IShNAS A POLICE VEHICLE �� - . . ' R=RECONS'{RUCTED �" " �� S=SfREET pOD � - • w �� . T=ftECOVEREO THEFf VEHICLE�� V=VQiICLECOMAWS REISSUED VIN '^� _ �� . VJ-=fLOOD 4EHICLE �:_. - X=�SMAS N TAXI -� � . 'FIRST LIEN:FAVOR OF: - � SECOND LIEN FAVOfl OF. �� . . � � �x�w.':.. S ` -" � . U a second lienholder is listed upon sa�sfaction of�Ne}irst lien, the Ivst�� ~ � -° - , � lienholder musi torward ihis Title to ihe Bureau o! Motor,Vehicles with the� PIRS'73]EN RELEASED ' � , appropriate form antl fee. � � -. � AATE BY SECOND LIEN RELEASED r<:• AUTHORIZED REPRESENTATIVE pq� e'i�,:: � MAILING ADDRESS BY , ' t13924 8 AUTHORIZED REPRESENTATIVE �j .�" w. ' DQROTHY H MYERS ��; :: � 52C5 WILS4N L(� APT 31L9 � . MECHANICSBURG PA 17055 - ;`: . � _� �. i�:': " 3 •,r,.�i .. ] 'I �a`t1 � I certify as of the date of issue, ffie official records of the Pennsylvania Department A L L E N D B I E H L ER �� , � of Transportation reflect inai the person(s)or company named herein is the lawful owner " � �.� �• of the said vehicle. Secretan'of Transportation �'>'� _'-.� :::;�:t .�•'::c _ �+,� � 1 1 ' f 1 ' i , ::,_ �'°3 If a co-purchaser other than your spouse is listed and you want the title to "" ;��;� SUBSCRIBED AND SWORN ( be listed as'Joint Tenants With Ri ht Of StJNIVOfShI �y.~� ..TO BEFORE ME: y p"(Ofl d08th of one . '�� MO. � DAY YEAA OWf12f�title goes io surviving owner.)�CHECK HERE O.Othenvise,the.title �:� � will be issued as'Tenants in Common"(On death of one owner,interest of �', ss;,�� ... . � deceased owner goes to his/her heirs or estate). � � �. � _`�'� q�Vl SlGNATURE OF PERS�I¢FDMINISTERING OATH - �'pV ' 1ST LIEN DATE: ♦ �IF NO LIEN,CHECK -� .� :u�`' :�� a' � iST LIENHOLDER � � e?�; �� . ' . . . "'d�''.�-:c' jSTREET . . ;�-; `._ . - � - � �� i . . _ i CITY STATE ZIP . � � IF THIS IS AN ELT,CHECK HERE❑ FINANCIAL . '••w� •i � � f NOTE:FIN flEQU1FiED INSTITUTION NO. ��`�� n � � ;;. . , 2ND LIEN DATE: ♦ IF NO LIEN,CHECK � ��7ne untlarsanetl har20y makes apPlication lor CeNlica�e ol Tilie �o Ihe vehick tlescnbetl ,�� a�nve,s.m�n^i io me enc��rances anc oa�r iegai c�ams se.ronn nere. j 2ND UENHOLDER � � � _ 7V . � ! STREET � �+:i`>:� fl �� SIGNATURE OF 0.PPLIGAI.T OR AUTHORIZED SIGNER � �a '�� j CIN STATE ZIP � {�=� V1 �� IF THIS IS AN ELT,CHECK HERE❑ FINANCIAL ��=%�a �v si�anTUaE OF co�avauca�arTir�E oF aurHOAizEO siGr�Ea i NOTE:PIN REQUIFED INSTITUTION NO. �tw� . .-. . . . .._.__. . ..__.. � _.._. . . . _ _ _ .. . _ _ . .5��.i• . �,., ."Ggi"s , �' ' �• � • ' • • ' .• � =Es.,�, � . .:..�r. ......: .....:.:..�: , ..,.,; .,..•.....^.., s ..e wu� ......... ,...,,n,.. . � ..�. . �,,., , .,:a:r._ ........ . , i � ' • • • • ! � ..� �. ..� .:, , �� .��... ,� � mr� � �. �� F�<. �, �/ERIF��'HE7�11�•HEN7'3C1�'�F�HIS�IL)L�'I TONf SECURITY DOCUMEN? CHECK BACKGROUND AREA CHANGES COLOR�-GRADUALiY PROp11�flp TO B�TTflNL:� .�'' -rf..�^ .—r.y s%f� � ,. -� �. �.; - —� �f: e� _•� �/..' s.`..j ,�: / �s .� �.� � - . .. /• .. / � � � ,r1 � i . . ' r s �� i / J. �-"�,� .-� �f',r^�- �.1 u=-C � �. i r � ` � : 6 ,�iA/311 � i{ ,lf r� .� �...-"��-� "�.."�...-�� _ �-�...`. ,= � ��- '� -: � ::�l,.._'<s �'"' :�':� � �$S�E�`�1�1��' � �; � ` • � � . CI�TBANK HA, DNE PENNS }lA��=-�° „8 �` E L�BERT�'�.FfU�t9AL fl7F0 �'' � � � ��' NEY�! CNST��, DE -�972�Q � �-3DD�.SSEtt��lAY � : �-� --�� .��:��:�_.� ,��.��: �.�e �,� ��.�� ::,�-,� € ; � ttf v � � � o � N �V `� Q O o O o -o 0 Oa �ti ° � v� � a� i `m f0 a o � c � u�i o Z .c U m � U 0 .c ° °o V �° o� c 0 0° o . __ . . .... �. p .. 0 � Q O � O � � b9 � C O O_ _. U y N 0 .N O R N 0 N m � .. tC � N � � O �' N ,� U m � � N � y O N .� O �F+ oK � � 1� � � L IQ � Q = � �j Z \s � � � � � c' c� .0 — o � � W � H � , T .:.�. .w.,�.��. �-�.-�_ ,��:��_,�� ,� �<.,-� �__ ��;��.,�.� �,.,.�_. �� ,�.�. .� _.. . .._ Account Hcider(a)porothy L Mye�s TTEE Account Number 196-13211-1-2 i. • Acccuni Type Living Trust Flnanclal Advisor Edie l.•Kelly,609-824-3451 Palmer Square, 17 Hulfish Street Suite 26D,Princeton,NJ 08542 Statement Date Jan 1 -Jan 37,2014 Pege 1 of 4 � Living Trust Ac�ssing YourTax Fonms Made Easie� Dorothy t Myers TTEE U/A ptd 02/11/2013 You may view, prini and download your Edward Jones tax information Dorothy Latham Myers Rev Trust at any time through Onl[he Account Access.There's no naed to print and fax multlple pages of your Edward Jones tax forms because you may securely share them electronically wlth your tax professional through Online Account Access. All Forms 1099 wlll be issued to cllents by Feb. 15. � . _ Thls Perlod This Year $893�852.�� Seginningvafue $912,394.82 $912,334.82 Assets added to accourtt 0.00 0.00 Income 2,235.45 2,235,45 1 Month Ago $912,334.82 Assets withdrawn from account 0.00 O.OD 1 Year Ago $o.00 �e��d charges o.00 D.Do S Yea;rs A8o $�� Change in value -20,717.47 -20,777.47 Ending Vslue 5893,852.60 i l � i . • ; Cash, Mcney Market funds& � Insured Bank Deposlt BaBance Cash d8 –3� ,►9 Amount Amount :.. (,�y,'Z�"t � Federally Taz Exempt MunIclpal MatutlLy Maturity Invssted Wlthdrewn pn(}dq� �� Bonds Rate Velue Slnce Inceptlen Slnce Inceptlan �d Interast received on Federally Tax Exempt Municipel Bonds Is generally exempt from federal income tax.However,income may be subject to federal alternativa minimum tax(AM7)and state taxes. Consult with your qual(fied tax professional about your situation. NJ St Edl Facs Auth Princeton , 4.60% 7/1/2037 5,000.00 5,205.85 � ��Qgg,70 NJ St Tpk Auth Rev Ser A d_009�0 �/1/2043 20,OOO.QO 20,504.95 — 17,673.OU Amount Amount LJnit Trusts lnvested Wlthdrawn price Quantlty Since Inceptlon 31nce Inception Value ! InVSC Dow Jones Total Mkt 13-4 10.57 2,388 24,247.16 -23.69 25,325.72 ' Invesco Glbl 46 Div Stgy 13-4 10.18 2,011 19,994.79 -20.01 20,431.76 � Amount Qmount Stocks Invest�d Wlthdrawn Prlce �uanifry Slnce Inceptlon Slnce Inceptlon Value Americarl Water Works Co Inc 42,57 102_03843 4,2gd_84 — 4,343.56 Bristol-Myers Squibb Co 49.97 402.6B668 — 2�,121,25 I ..: _ . . ��, � �;-�-�.� � �.�� ,�.�,� .-�,�,_ �= �� :, . .�� .��,� �: , � , .� � Estate Valuation Date of Death: D1/15/2019 Estate of: Dorothy Myers Estate Valuation Date: O1/1512019 Account: Edward Jones 196-13211 Processing Date: 09/02/2014 Report Type: Date of Death Number of Securities: 39 File ID: Myers, Dorothy Estate Edward Jones Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 102.03343 AMERICAN WTR WKS CO INC NEW (030420103) COM New York Stock Exchange Ol/15/2019 41.60000 41.18000 H/L 41.390000 4,223.16 2) 201.64698 BROADCOM CORP (111320107) CL A The NASDAQ Stock Market LLC O1/15/2014 29.48000 29.06000 H/I, 29.270000 5,902.27 3) 402.66666 BRISTOI, MYERS SQUIBB CO (110122108) COM New York Stock Exchange O1/15/2D14 55.72000 54.29500 H/I, 55.007500 22,149.69 Div: 0.36 Ex: 12/31/2013 Rec: O1/03/2014 Pay: 02/03/2014 149.96 4) 201.457 CVS CAREMARK CORPORATION (126650100) COM New York Stock Exchange O1/15/2014 69.00000 67.8B000 H/L 68.440000 13,787.72 5) 101.64407 COACH INC (189759104) COM New York Stock Exchange O1/15/2014 54.99000 53.00000 H/L 53.720000 5,471.06 6) 406.61405 CHEVRON CORP NEW {166764100) COM New Y.ork Stock Exchange 01/15/2014 120.07000 119.05000 H/I, 119.560000 46,619.78 7) 100.89159 CHURCH & DWIGHT INC (171340102) COM New York Stock Exchange O1/15/2014 66.31000 65.64000 H/I, 65.975000 6,656.32 6) 466.86928 COCA COLA CO (191216100) COM New York Stock Exchange O1/15/2014 39.99000 39.58000 H/L 39.760000 19,357.72 9) 386.62419 DU PONT E I DE NEMOURS & CO (263534109) COM New York Stock Exchange O1/15/2D19 63.63000 63.42000 H/L 63.625000 24,738.94 10) 151.14908 EXXON MOBIL CORP (30231G102) COM New York Stock Exchange O1/15/2014 99.35000 96.63000 H/L 98.990000 14,962.25 11) 805.76918 JPMORGAN CHASE & CO (46625H100) COM New York Stock Exchange O1/15/2014 59.65000 57.73000 H/L 58.690000 47,290.59 Div: 0.38 Ex: Ol/02/2014 Rec: O1/06/2014 Pay: O1/31/2014 306.19 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (618) 313-6300 or www.evpsys.com. (Revision 7.3.1) , A �.ar .-�:� � :��- � e,.�.�.�.- Date of Death: O1/15/2014 Estate of: Dorothy Myers Estate Valuation Date: O1/15/2014 - Account: Edward Jones 196-13211 Processing Date: 04/02/2019 Report Type: Date oP Death Number of Securities: 39 File ID: Myers, Dorothy Estate Edward Jones Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 12) 304.41812 JOHNSON & JOHNSON (478160104) COM New York Stock Exchange O1/15/2014 95.27010 94.51000 H/L 94.890050 26,886.25 13) 102.23322 KELI,OGG CO (487836108) COM New York Stock Exchange O1/15/2014 61.35000 60.58000 H/I, 60.970000 6,233.16 14) 100.72773 MICROSOF'T CORP (594918104) COM The NASDAQ Stock Market LI,C O1/15/2014 36.79000 35.85000 H/L 36.320000 3,656.43 15) 101.30132 NORFOLK SOUTHERN CORP (655694106) COM New York Stock Exchange O1/15/2014 91.17500 90.41000 H/L 90.792500 9,197.40 16) 201.96566 QUALCOMM INC (747525103) COM The NASDAQ Stock Market LLC O1/15/2014 79.69000 73.40000 H/L 74_045000 14,954.55 17) 102.87638 SPECTRA ENERGY CORP (847560109) WM New York Stock Exchange O1/15/2014 34.76500 34.23000 H/I, 34.49750D 3,548.9B 18) 113.2B051 VANGUARD BD INDEX FD INC (921937819) INTERMED TERM NYSE Arca Equities Exchange O1/15/2014 82.49000 62.33000 H/L 62.41000D 9,335.95 19) 103.4065 VODAFONE GROUP PLC NEW (92657W209) SPNSR ADR NO PAR New York Stock Exchange O1/15/2D14 36.99500 38.66000 H/L 3B.82730D 9,015.02 Div: 0.57042 Ex: 11/20/2013 Rec: 11/22/2013 Pay: 02/05/2014 58.99 20) 20000 NEW JERSEY ST TPK AUTH TPK REV (6461393J2) Interactive Data Corporation DTD: 04/04/2013 Mat: O1/O1/2043 9� O1/15/2014 87.11900 Mkt 87.119000 17,923.60 Int: O1/O1/2014 to O1/15/2014 31.11 21) 5000 NEW JERSEY ST EDL FACS AUTH RE (646065JB9) Interactive Data Corporation DTD: 06/19/2007 Mat: 07/O1/2037 4.5� O1/1512014 101.52700 Mkt 101.52�000 5,076.35 Int: Ol/O1/2014 to O1/15/2014 B•75 22) 3945.229 FIDELITY PA TAX FREE PORTFOLIO (316344209) PENN MUN INCM Mutual Fund (as quoted by NASDAQ) O1/15/2014 10.87000 Mkt 10.870000 42,889.64 Daily Div.. Accrual as of O1/15/2014 61.64 Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) � ,. . ��.��.- ��.�...��:� � _ . _�- ..,., . �� .� � � � � Date of Death: D1/15/2014 Estate of: Dorothy Myers Estate Valuation Date: O1/15/2014 Account: Edward Jones 196-13211 Processing Date: 04/02/201A Report Type: Date of Death Number of Securities: 39 File ID: Myers, Dorothy Estate Edward Jones Shares Security Mean and/or Div and Int Security or Par Description HighlAsk Low/Bid Adjustments Accruals Value 23) 3991.565 FRANKLIN INVS SECS TR (353612856) TOTL RETURN A Mutual Fund (as quoted by NASDAQ) O1/15/2014 9.91000 Mkt 9.91D000 39,060.91 Daily Div. Accrual as of O1/15/2014 53.35 24) 3059.047 HANCOCK JOHN SOVEREIGN BD FD (410223101) SBI CI, A Mutual Fund (as quoted by NASDAQ) O1/15I2014 15.860D0 Mkt 15.860000 48,516.49 Daily Div. Accrual as of O1/15/2014 83.66 25) 4463.94 MFS SER TR IX (55272P208) BD FD CL A Mutual Fund (as quoted by NASDAQ) O1/15/2014 13.60000 Mkt 13.8000�0 61,595.47 Daily Div. Accrual as of O1/15/2014 86.55 26) 259.997 MFS SER TR II (552985103) EMERGNG GRWT A Mutual Fund (as quoted by NASDAQ) O1/15/2014 b5.48000 Mkt 65.480000 1'1,024.60 27) 3093.009 MFS SER TR ZX (55272P810) RESEARCH BD A Mutual EUnd (as quoted by NASDAQ) 01115/2014 10.79000 Mkt 10.740000 33,218.92 Daily Div. Accrual as of O1/15/2014 43.4D 28) 3014.145 MFS SER TR III (55298Q3D4) MUN HI INCM A Mutual E17nd (as quoted by NASDAQ) O1/15/2014 7.54000 Mkt 7.540000 22,726.65 Daily Div. Accrual as of O1/15/2014 46.53 29) 1802.975 MFS SER TR IX (55272P505) MUN LTD MAT A Mutual Fund (as quoted by NASDAQ) D1/15/2019 8.07000 Mkt 8.070000 14,550.01 Daily Div. Accrual as of O1/15/2014 9•59 30) 6657.05 MFS MUN SER TR (55273N574) MUN INCM FD A Mutual Fund (as quoted by NASDAQ) O1/15/2014 8.35000 Mkt 8.350000 55,586.37 Daily Div. Accrual as of O1/15/2014 89.36 31) 669.141 MFS SERS TR X (55273E301) INTI, VALUE A Mutual Fund (as quoted by NASDAQ) O1/15/2014 33.55000 Mkt 33.SSDODO 22,281.93 32) 1165.596 OPPENHEIMER SR FLOATING RATE (66381K101) CL A Mutual E'und (as quoted by NASDAQ) O1/15/2014 8.93000 Mkt 8.430000 9,994.57 Daily Div. Accrual as of O1/15/2014 18.59 Page 3 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) �.�.,��-y,�_�,��:��-� ,A�-��.��>�� . � Date of Death: O1/15/2019 Estate of: Dorothy Myers Estate Valuation Date: O1/15/2014 Account: Edward Jones 196-13211 Processing Date: 04/02/2019 Report Type: Date of Death Number of Securities: 39 File ID: Myers, Dorothy Estate Edward Jones Shares Security Mean and/or Div and Int Security or Par Description High/ASk I,ow/Bid Adjustments Accruals Value 33) 7510.059 OPPENHEIMER INTL BD FD (66380T103) CL A Mutual Fund (as quoted by NASDAQ) O1/15/2014 6.08000 Mkt 6.060000 45,661.16 Daily Div. Accrual as of O1l15/2014 62.91 34) 717.223 TEMPLETON INCOME TR (860206103) GLOBAI, BD FD A Mutual Fund Ias quoted by NASDAQ) O1/15/2014 13.08000 Mkt 13.080000 9,381.26 Div: O.D4 Ex: Ol/15/2014 Rec: D1/14/2014 Pay: O1/17/2014 28.69 35) 1099.701 VANGUARD/WELLINGTON FD INC (921935201) ADMIRAI, SHARES Mutual FY�nd (as quoted by NASDAQ) O1/15/2019 65.89000 Mkt 65.84D000 69,112.31 36) 2011 INVESCO UNIT TRS (46133U716) UT1366GBL45DVSQR Miscellaneous 01/1�/2014 10.61000 10.49000 A/B 10.550000 21,216.05 37) 2396 INVESCO UNIT TRS (46133U395) UT1363DJTLMEISRQ Miscellaneous O1/15/2014 11.10000 10.97000 A/B 11.035000 26,439.86 38) 1362.8 OPPENHEIMER DEVELOPING MKTS FD (683974109) CL A Mutual Fund (as quoted by NASDAQ) O1/15/2D14 37.26000 Mkt 37.260000 50,777.93 39) 100 DISNEY WAI,T CO (259687106) COM DISNEY New York Stock Exchange O1/15/2014 75.10000 74.25000 H/L 74.675000 7,967.50 Div: 0.86 Ex: 12/12/2013 Rec: 12/16/2013 Pay: O1/16/2014 86.00 Total Value: $912,9B0.54 Total Accrual: $1,223.92 Total: $919,204.46 Page 4 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EvP Systems at (816) 313-6300 or www.evpsys.com. (Revision 7.3.1) » , � r� �� .�� .�,,� �� ,�.��, -�� ,��...� ,m�� --� :�� , � � - �� -/ � � s� S ��,�� ,�� ,�� OF DOROTHI LATHAM 1liI5.'�EP�S I; DOROTH�' ILA.T�LAI�2 R��RS, of Lov��er ?,llen To��nship, Cumberland County; PennstJlvania; do make, publish and declare this to be my Last��Till and Testament, hereb5% revoking all��i?ills and Codicils by me heretofore made. ITEM I: Famil�� Information. I am married to MELVII�T C. MYERS; JR. I intentionall5� ha��e not pro�rided for him in this ��Till, not from lack of affection, but rather because his resources are ample and our obligations to each other are limited by the terms of oui Pre-Nuptial Propeity Settlement Agreement dated July 20, 1985. I have one li�ring child, ��irILLIAM HEI�TR,Y LATHAM. My son, ERI�TEST DOUGLAS L.gTIiAM, predeceased me, being suxvived by his wife, BELINDA ALLYTT LAT�-L�M and my grandson, ERNEST DOUGL.AS LATIiAM, JR. Any person born to or adopted by issue of mine is to be included as issue of mine. Provided, hoR�ever, no adopted person shall benefit under this VVill unless the order or decree of adoption is enteied before the adopted person attains the age of twenty-one (21) years. ITEM II: Death Taaes. I direct that all inheiitance and estate ta�es becoming due b5T ieason of my death, v��hether Law Offices of payable by �Zy estate or bST any recipient of any property, shall be paid b3� the Saidis E�ecutor out of the residue of m3� estate, as an expense and cost of Sullivan administration of my estate, e�;cept that no ta�es shall be charged against any & Rogers gift qualifiring for the marital or charitable deduction in my estate. The 635 North 12th Sueet Eaecutor shall have no duty oi obligation to obtain ieimbuisement foi any such Suite 400 Lemoyne,PA 17043 Page 1 y ��.w.., . .. , . :. ��. � 1— �s..�„�,��,<� -� �,� r .., ��:�-.4 � ,.�:.�.� -��.�,��,��,,�,.� �: i ta� so paid, even thou�h on proceeds of insurance or other propertt- not passing under this ��%ill. ITEM III: Debts and Final E�penses. I direct the E�ecutor to pay the e�penses of ms7 last illness, my legall�� enfoiceable debts; and m�� funeral ekpenses from the residue of my estate as an e�pense and cost of administiation of my estate. ITEM I�?: Tan�ible Personal Propertv. (a) ��iitten List. I may leave a u=iitten list in my safe deposit bo� or elsewhere disposing of certain items of m5T tangible personal piopeity. The E�ecutar shall dispose of items of my personal propert�� as specified in the written list. If no v�-ritten list is found in my safe deposit bo� or else��here and properly identified by the E�ecutor v�Tithin thirty (34) days after the probate of my Vtrill, it shall be presumed that there is no other statement or list. !�n3� subsequently discovered list shall be ignored. (b) Other Personal Propertv. I give all of my household furniture and fu2nishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household oi personal use or adoinment not set forth in the v�Tritten list referenced in paragraph (a) and all policies of in.surance theieon to - my son, VVILLIAM HENRY LATHAM. Although I impose no legal obligation on my son, I encouiage him to allow my husband to use, during his lifetime, such of my tangible personal property as located in any residence that my husband may ouTn as he vaishes. Lavv Offices of s a,iC�iS Sulliva,n ITEM V: Residue. I give the residue of my & Rogers estate, not disposed of in the preceding portions of this Vi�ill, to the then acting 635 North 12th Screet Tiustee(s) of the DOROTHY LATHAM MYERS REVOC_ABLE TRUST, as Suice400 Tiustee s II�T TRUST, to be administered and distributed in accordance with Lemoyne,PA 17043 � �' Page 2 1 � � : . �..� �::�„��- �;.��...:�.��,,-�».�� . . � �4� � _ f � ihe terms of a Third Amended and Restated Agreement of Trust. e�ecuted bS- me as Gi antor and as Trustee, on the „� day of�� ; 2013. I confiim and iatif�� this Third Amended and Restated Agreement. of Trust, as amended from time to time, in every respect. ITEM�'I: Administrative Powers. In addition to the pov��ers granted at.lau�, the E�ecutor shall possess the follov��ing pov��ers, each of«�hich shall be construed broadl5= and ma3- be e�ercised v��ithout. court appro��al; but.in a fiduciar5� capacity only: (a) Retain Investments. To retain any investments I have at my death, includ.ing specifically those consisting of stock of an5�bank even if I have named that bailk as the E�ecutor. (b) Vax�T In��estments. To vary investments and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property, real or personal, u7ithout being restricted to so-called "legal investments", and uTithout being limited by any statute or rule of law regarding investments b5= fiduciaries. (c) Division of Assets. In ordei to divide the piincipal of m5� estate or make distributions, the E�ecutor is authorized to c'�istiibute personal propeit5= and real property partly or wholly in kind, and to allocate specific assets among beneficiaries so long as the total market value of each share is not affected by the division, distiibution or allocation in kind. The E�ecutor is authorized to make, join in and consummate paititions of lands, voluntaiil3- or involuntaiily, including giving of mutual deeds, or other Lavv Offices of Saidis obligations, v��ith as wide powei s as an indi�Tidual owner in fee Sullivan simple. & Rogers 635 Norch 12th S�ree� (d) Sell Assets. To sell eithei at public or priz�ate sale Suire 40D Lemo}'ne,PA 17043 any oi all real oi personal propeity severally or in conjunction Page 3 1 �1 .k � , �� .� �� . �-�.�,, ,� ��»..� � -�. .� ��-- , i Ii v�-ith other persons; and to consummate sale(s) b5� deed(s) or other instrument(s) to the purchaser(s), conveSTing a fee simple title. No purchaser shall be obligated to see to the application of the purchase mone5= or to make inquiry into the validit3T of an�� sale. The E�ecutor is authorized to make; e�:ecute, acknov�7ledge and deliver deeds, assignments, options oi other v�Tritings as necessar�� or convenient to carry out the powers conferred upon the E�ecutor. (e) Encumber Ptieal Estate. To mortgage real estate, and to make leases of real estate. (� Borrou= Monev. To borrou- money from any peison, including the E�ecutor; to paST indebtedness of mine or of m3� estate, e�penses of administration or inheritance, legacp, estate and othei ta�es; and to assign and pledge assets of my estate. (g) Pav Costs. To pay all costs, taYes, e�;penses and charges in connection with the administration of my estate. (h) Distributions v��ithout Court Order. To make distributions of income and of principal to the proper beneficiaries, during the administration of ms� estate, R�ith or without court order, in such manner and in such amounts as m�� E�ecutor deems piudent and appropiiate. (i) Ri�hts as Stockholder. To e�eicise voting rights �lith respect to securities which form a part of my estate; and to e�;ercise all the powers incident to the ov�Tneiship of secuiities. Law Offices of ` S a,1C11S Sullivan �) Reor�anize. To unite u�ith other ov�Tners of propeity & Rogers similar to piopeity in my estate to carr5� out an5= plans for the 635 Norch 12ch Screec reoiganization of any company v�Those secuiities form a pait of my Suite 400 I,emoyne,PA 17043 estate. Page 4 ( �`n'� ..> : �.�_ -:;�� :��,�..�,n�.�� ,�� . ; �� -��.�,.�,�;� . , _ ' �, � � i (1�) Disclaun. To disclaim an3� interest in property which u-ould devolve to me or m�- estate by R=hatever means; including but not limited to the follov��ing means: as beneficiar3� undei a u�ill; as an appointee under the e�ercise of a poa�er of appointment, as a �eison entitled to take by intestaciT, as a donee of an intei vivos transfer, and as a donee under a third-party beneficiar5� contract. (1) Ta� Returns. To prepare, e�ecute and file ta�; retuins of anc tSTpe required b3T applicable laRT, and to make all ta� elections authoiized by laR7. (m) ?�l.locate Ex-penses. To allocate admil�istrative expenses to income or to principal, as the E�ecutoi deems appropriate. However, no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate ta� marital deduction or estate ta� charitable deduction. (n) Emplo�T Advisors. To employ custod.ians of propert��, investment or business advisors, accountants and attorneys as the E�ecutor deems appropiiate, and to compensate these peisons fiom assets of my estate, without affecting the compensation to ulhich the E�ecutor is entitled. (o) Com�romise Claims. To compromise claims. (p) Other Acts. To do all other acts in the E�ecutoi's judgmeut deemed necessary or desirable for the �ropei and Law Offices of Saidis advantageous management, investment and distribution of the Sullivan estate. & Rogers 635 Nor�h 12th Stree� ITEM VII: Simultaneous Death. AnS� person Suice400 ��ho has died within thiitS� (30) da3�s of my death, or under such ciicumstances Lemovne,PA 17043 Page 5 � � �v :��.. . �..�-,..�� ,�, ��,��„��-_ . � -��,�:�..�� , �, �..��,.�. . that the order of our deaths cannot be established b�- proof, shall be deemed io ha-��e predeceased me. ITEM Z?III: Executors. I mabe the follov��ing pro�=isions �7ith respect to E�ecutors: (a) E�ecutor. I appoint m5- son; VirILLII-1M HENR� I�4T�L4M, and mS� attorne57, EL�'SE E. ROGEPLS, to serve as Co- E�ecutois, herein collectivel5- referred to as the "E�ecutor." (b) Compensation. The E�ecutor shall have the right to receive reasonable compensation for services rendered and reimbursement for reasonable e�penses. (c) Standard of Care. No Executor shall be liable or accountable foi an3� loss that ma5= result fiom the good faith exercise of the authorits= granted in this �Till. (d) Securitv. The Executor is specifica115� relieved from the dut�T of fili.ng bond or entering secuiity. IN ��ITI�TESS U4rHEREOF, I have set my hand and seal to this; my Last V�Till and Testament, consisting of this and the preceding five (5) pages, at the end of each page of which I have also set my initials for greater security and better identification this � l�`' day of �� , 20 1 3. /Yl (sEaL) OROTH ' LATHAl�2 RS Law Offices of S a,1C�1S Sullivan & Rogers 635 North 12th Street Suite 400 Lemoyne,PA 17043 rt a. .��...�� m � � �.�_: . .� �,�.:�., �- � =.��,� _ ; � � V�'e; the undersibned, hereb�- certif�� that.the foregoing Vi'ill��as signed, sealed, published and declared b�-ihe above-named Testatri� as and for hei Last V�'ill and Testament; in the presence of us, vvho, at her request and in her presence and in the presence of eacb other; have hereunto set our hands and seals the da�� and year �st above v�?ritten, and v��e certify that at.the time of the e�ecution thereof, the said Testatri�u>as of'sound and disposing mind and memory. ./`�,. '� - °"`�"� � (SE_AL) Residing at I Z V i��> C7�- �F�.J�li�;�s1:�, �� i 7oso , � � �{.r (SE.4L) Residing at ��(�7 ��L'S��I�S��=C� J (IsI�U�- � � i� Law Offices of S aidis Sullivan & Rogers 635 North 12ch S�reet Suice 400 Lemopne,PA 17043 _ ,. . .�,� �.. ,�� ; _ �;�<.�,�x� ��_ ., ��.. �.� �,� -�-,�� ? i i �, � � ACItiNOU?I�EDGMENT COMMON«�gLTH OF PENNSYLVANL4 ) ) SS: COUNTY OF � ` ) I, DOROTHY I.yATIi4M IV�TERS; Testatri�, v�Those name is signed to the attached or foregoing instrument, having been dul5- qualified according to lav��, do hereby aclinowledge that I signed and e�ecuted the instrument, as my Last V�'ill and Testament; that I signed it v��illingly; and that I signed it as m5� fiee and voluniait- act for the purposes therein e�pressed. ( 'zc� �� SEAL) DOROT 'LATHAM RS SR�orn to and subscribed before me this � �'� day of �' _ , 20 �' . f , � Notary Public My Commission Expires: (SEAL) Law Offices of s a,l[i1S Sullivan & Rogers COMMONWEALTH OF PENt+iSYLVANIA 635 North 12th Street NOTARIAL SEAL Su�ce 40o CYNTHIA J RULE,Not2ry PUbIiC Lemo}'ne,PA 170y3 Borough of Lemoyne,Cumberland County N�y Commission Expir2s February 3,2016 r� �,� _w � ��.� �-M,� ��- ,�.�,��,�� s� �,��.�� ,. � i AFFIDA�'IT COMMOl��ALTH OF PEIvTNSYLVANIA ) ) SS: COUNT� OF ��.�.�—�-� ) t ` � � � We, JcF�n �� `etC�1 E� and �. � � the ��itnesses �rhose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and sav�T Testatrix, DOROTHY I�gTHAM 11/.L��RS; sign and e�ecute the instrument as her Last��?ill and Testament; that Testatri� signed willingly and that she e�ecuted said V�'ill as her free and voluntai°y act for the purposes therein e�,Tpressed; that each of us in the hearing and sight. of the Testatrix signed the ��t�ill as Vi'itnesses; and that to the best of oui ]�nowledge the Testatri� was at that time eighteen (18) or more gears of age, of sound mind and under no co traint or undue influence. �. , ,i �-� �. , i T' V�T tness Sworn to and subsciibed before �this ��`�`—day of , 20�' _. ,l � � -.___ Notai�� Public Law Off"ices of �/j�� Commission E�pues: Saidis (SEAI,) Sullivan & Rogers 635 North 12ch Street COtfiMONWEALTH OF PENNSYLVANIA Suite 400 NOTARIAL SEAL Lemoyne,PA]7043 CYNTHIA J RULE,Notary Pub ic Borough of Lemoyne,Cumberland County IJ�y Commission Exp+res February 3,2016 Page 9 -�... ,��r��.�� ,�_� �� ,��-�_ ��.�_. - _ � �� i��1.�CL�L��i .d .1� 11 �L.��.�1�111��lL� �� 1L �� l� � DOROTHY LATHAM MYERS REVOCABLE TRUST THIRD AMENDED AND RESTATED AGREEMENT OF TRUST made this � � day of �,��q�y , 20 13 , by DOROTHY LATHAM MYERS, of Lower Allen Township, Cumberland County, Pennsylvania, as Grantor, (the "Grantor") and as Trustee (the "Trustee"). WITNESSETH: WHEREAS, Grantor into a Trust Agreement on December 17, 2007 which was amended and restated by Agreement dated November 6, 2009; and WHEREAS, Grantor executed a Second Amended and Restated Agreement of Trust dated March 15, 2011; and WHEREAS, Grantor reserved to herself in Article XIII of the Trust Agreement the right to revoke or amend the Trust, in whole or in part, at any time; and WHEREAS, Grantor desires to amend and restate the Trust Agreement; and NOW THEREFORE, Grantor does hereby amend and restate the Trust Agreement as follows: ARTICLE I: Continuation of Trust. Trustee agrees to continue to hold and administer the property subject to this Trust (the "Trust Property") and any additions to the Trust Property, as Trustee, IN TRUST NEVERTHELESS, for the uses and purposes set forth in this Agreement. �� , �,Y:��: � ARTICLE II: Family Information. Grantor is married to MELVIN C. MYERS, JR. Grantor intentionally has not provided for him in this Agreement of Trust, not from lack of affection, but rather because his resources are ample and Grantor's obligations to him, and his to Grantor, are limited by the terms of a Pre-Nuptial Property Settlement Agreement dated July 20, 1985. Grantor has one living child, WILLIAM HENRY LATHAM. Grantor's son, ERNEST DOUGLAS LATHAM, predeceased Grantor, being survived by his wife, BELINDA ALLYN LATH.AM and Grantor's grandson, ERNEST DOUGLAS LATHAM, JR. Any person born to or adopted by issue of Grantor are to be included as issue of Grantor. Provided, however, no adopted person shall benefit under this Trust unless the order or decree of adoption is entered before the adopted person attains the age of twenty-one (21) years. ARTICLE III: During Grantor's Lifetime. During the lifetime of Grantor: (a) Income to Grantor. Trustee shall manage and invest the Trust, collect the income and pay over to Grantor so much of the net income as Grantor requests from time to time. Income not distributed shall accumulate and be added to principal. (b) Income for Needs. Trustee may also expend so much of the net income of the Trust as may be necessary and/or advisable in order to provide support and maintenance, including health care, hospital, nursing and nursing home care for the Grantor. (c) Unlimited Princ�al to Grantor. During the lifetime of Grantor, Trustee shall pay to Grantor so much, even if all, of the principal of the Trust as Grantor may from time to time request in writing. Trustee shall also make distributions to third persons from the principal of the Trust as Grantor may from time to time request in writing. - 2 - , _ _ �� ,�,n .....�;,� ,n,.�� -��:��. �� :-.��.�:� (d) Principal for Needs. Trustee may also expend so much of the principal of the Trust as may be necessary and/or advisable to supplement Grantor's income in order to provide support and maintenance, including health care, hospital, nursing and nursing home care for the Grantor. ARTICLE N: Death of Grantor. Upon and aftei the death of Grantor: (a) PaSTments to Estate. Trustee shall pay over to the Executor of Grantor's estate so much of the principal as shall be required to pay all specific bequests provided in Grantor's Will and inheritance and estate t�es, funeral and administration costs which may be incurred with respect to Grantor's estate. (b) Death Taxes. Grantor directs that all inheritance and estate taxes becoming due by reason of her death, whether payable by her estate or by any recipient of any property, shall be paid by the Executor out of the residue of Grantor's estate, and to the extent that the residue is insufficient, from the property passing under paragraph (d) of this Article, as an expense and cost of administration of Grantor's estate. The Trustee shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under Grantor's Will or this Agreement. (c) Charitable Gift. Provided that my gross assets subject to inheritance tax exceed in value the sum of NINE HUNDRED THOUSAND ($900,000) DOLLARS, I give the sum of ONE THOUSAND ($1,000) DOLLARS to MARKET SQUAR,E PRESBYTERIAN CHURCH, Harrisburg, Pennsylvania. (d) Distribution of Remaining Assets. The Trustee shall thereafter distribute the remaining assets as follows: - 3 - � ��.#��,:� �..:��; ��>,�.�,� �_ (i) To Marv Elizabeth Latham Banzhoff. To Grantor's stepdaughter, MARY ELIZABETH LATHAM BANZHOFF, FIVE and FIVE-TENTHS (5.5%) PERCENT but in no event more than FIFTY THOUSAND ($50,000) DOLLARS. If she does not survive Grantor, this gift shall be made to her then living issue, per stirpes (u) To issue of Robert E. Latham. To the then living issue of Grantor's stepson, ROBERT E. LATHAM, per stirpes, FIVE and FIVE-TENTHS (5.5%) PERCENT, but in no event more than FIFTY THOUSAND ($50,000) DOLLAR,S. (iii) To Belinda Allvn Latham. To Grantor's daughter-in-law, BELINDA ALLYN LATHAM, SIX and SIX-TENTHS (6.6%) PERCENT, but in no event more than SIXTY THOUSAND ($60,000) DOLLARS. If she does not survive Grantor, this gift shall be made to her then living issue, per stirpes. (iv) To Sharon Latham. To Grantor's daughter-in-law, SHARON LATHAM, SIX and SIX- TENTHS (6.6%) PERCENT, but in no event more than SIXTY THOUSAND ($60,000) DOLLARS. If she does not survive Grantor, this gift shall be made to her then living issue, per stirpes. (v) To Brvan J. Sentz. To Grantor's stepgrandson, BRYAN J. SENTZ, THREE and THREE-TENTHS (3.3%) PERCENT, but in no event more than THIRTY THOUSAND ($30,000) DOLLARS. If he does not survive Grantor, this gift shall be made to his then living issue, per stirpes. - 4 - r� ,. . �,: ,:. .� . ��. ��.�;�.� ..�.�-.��. .�� ,��. (vi) To Nicole M. Sentz. To Grantor's stepgranddaughter, 1�TICOLE M. SENTZ, THREE and THREE-TENTHS (3.3%) PERCENT, but in no event more than THIRTY THOUSAND ($30,000) DOLLARS. If she does not survive Grantor, this gift shall be made to her then living issue, per stirpes. (vii) To Leah A. Sentz. To Grantor's stepgranddaughter, LEAH A. SENTZ, THREE and THREE-TENTHS (3.3%) PERCENT, but in no event more than THIRTY THOUSAND ($30,000) DOLLARS. If she does not survive Grantor, this gift shall be made to her then living issue, per stirpes. (vui) To Ernest Doug�las Latham, Jr. To Grantor's grandson, ERNEST DOUGLAS LATHAM, JR., ELEVEN (11%) PERCENT, but in no event more than ONE HUNDRED THOUSAND ($100,000) DOLLARS. If he does not survive Grantor, this gift shall be made to his then living issue, per stirpes. (ix) To Lisa L. Latham. To Grantor's granddaughter, LISA L. LATHAM, ELEVEN (11%) PERCENT, but in no event more than ONE HUNDRED THOUSAND ($100,000) DOLLAR.S. If she does not survive Grantor, this gift shall be made to her then living issue, per stirpes. (x) To Danielle L. Latham. To Grantor's granddaughter, DANIELLE L. LATHAM, ELEVEN (11%) PERCENT, but in no event more than ONE HUNDRED THOUSAND ($100,000) DOLLARS. If - 5 - �� .a �, -. �. �. �� -�.��,� . �.�,.,��,�,. x�.:. �� :,�,� ��,� � ,. , ,_ _� _ she does not survive Grantor, this gift shall be made to her then living issue, per stirpes. (xi) To Or For The Bene�it Of William Henrv Latham. From the remaining balance, the Trustee shall distribute up to EIGHTY THOUSAND ($80,000) DOLLARS to Grantor's daughter-in-law, BELINDA A. LATHAM (or her heirs), provided, however, that she or her heirs relinquish all rights which she or they may have in that parcel of real estate located in Carroll Township, York County, Pennsylvania, known as 102 Fairway Drive, Dillsburg, Pennsylvania, and more fully described in a Warranty Deed dated April 21, 2000 by and between William H. Latham as Grantor, and Ernest D. Latham, Grantee, recorded in the Office of the Recorder of Deeds in and for York County in Book 139, Page 6166, and further described in a Deed dated May 7, 2004, by and between Belinda A. Latham as Grantor and as Grantee, which Deed is recorded in the Office of the Recorder of Deeds in and for York County in Book 1661, Page 0538. If there is no relinquishment of interests in the property, this amount shall be added to the balance for distribution to Grantor's son. The balance, if any, shall be distributed to Grantor's son, WILLIAM HENRY LATHAM. If he does not survive Grantor, this gift shall be distributed to his then living issue, per stirpes. ARTICLE V: Additions to Trust. Grantor, or any other person, fiom time to time, with the consent of Trustee, may make insurance policies on the life of Grantor subject to the terms of this Agreement, or give or otherwise transfer any other property, real, personal or mixed, to Trustee, to be administered and distributed in accordance with the provisions of this Agreement. - 6 - �.� . _ ,. . �; . ��;� �. :w �,a � �. ,.N�.,� � ��xa,��.��.�, �� ,. AR,TICLE VI: Spendthrift Clause. No part of the income or principal of the property held under any Trust created under this Agreement shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to actual receipt by the beneficiary of the income and/or the principal. Trustee shall pay the net income and the principal to the beneficiaries specified in this Agzeement, as their interests may appear, without regard to any attempted anticipation, pledging or assignment by any beneficiary, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against the beneficiary. AR,TICLE VII: Administrative Provisions. Trustee shall possess, among others, the following powers, each of which shall be construed broadly and may be exercised without court approval, but in a fiduciary capacity only: (a) Retain Investments. To retain any investments Grantor has at his death, including specifically those consisting of stock of any bank even if Grantor has named that bank as the Trustee. (b) Varv Investments. To vary investments and to invest in such bonds, stocks, notes, real estate mortgages or securities or in such other property, real or personal, without being restricted to so-called "legal investments," and without being limited to any statute or rule of law regarding investments by fiduciaries. An institutional Trustee shall have the power to invest in and vote securities in connection with the management of mutual funds affiliated with that Trustee. (c) Division of Assets. In order to divide the principal of a Trust or for any other purpose, including final distributions, Trustee is authorized to divide and distribute personal property and real property partly or wholly in kind, and to allocate specific assets among beneficiaries and Trusts created hereunder so long as the total market value of any share is not affected by the - 7 - �, .. , , „. . , �w. w, _� e_.��„�-� - �,..,,.�;;� ��.�� ,� .�, �,. � ___ _ division, distribution or allocation in kind. The Trustee is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds or other obligations, with as wide powers as an individual owner in fee simple. (d) Sell Assets. To sell either at public or private sale any or all real or personal property severally or in conjunction with other persons, and to consummate said sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money, or to make inquiry into the validity of sale(s). The Trustee is authorized to make, execute, acknowledge and deliver deeds, assignments, options or other writings as necessary or convenient to carry out the powers conferred upon Trustee. (e) Encumber Real Estate. To mortgage real estate, and to make leases of real estate. (� Borrow Monev. To borrow money from any person, including Trustee, to pay indebtedness of a Trust and taxes, and to assign and pledge assets of Grantor's estate or any Trust therefor. (g) Pav Costs. To pay all costs, taxes, expenses and charges in connection with the administration of a Trust, including a reasonable compensation to agents. (h) Distributions without Court Order. To make distributions of income and of principal to the proper beneficiaries, with or without court order, in such manner and in such amounts as the Trustee deems prudent and appropriate. (i) Vote Stock. To exercise voting rights with respect to securities which form a part of any Trust established under this - 8 - ..�_� r a�., �� s= z : �:-..� ��„� , . . Agreement, and to exercise all the powers incident to the ownership of securities. (j) Reor ag; nize. To unite with other owners of property similar to property subject to this Agreement to carry out plans for the reorganization of any company whose securities are subject to this Agreement. (k) Disclaim. To disclaim any interest in property which would devolve to Grantor or these Trusts by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under a thi.id-party beneficiary contract. (1) Tax Returns. To prepare, execute and fi.le tax returns of any type required by applicable law, and to make all tax elections authorized by law. (m) Employ Advisors. To employ custodians of property, investment or business advisors, accountants and attorneys Trustee deems appropriate, and to compensate these persons from assets of any Trust under this Agreement, without affecting the compensation to which the Trustee is entitled. The power to employ under this provision shall be deemed to include the power to engage the services of entities affiliated with a Trustee. (n) Divide Trusts. To divide any Trust into two or more separate Trusts so that the inclusion ratio for purposes of the generation-skipping transfer tax shall be either zero or one, in order that an election under Section 2652(a)(3) of the Internal Revenue Code may be made with respect to one of the separate Trusts, or for any other reason. - 9 - � �_ ... : n �:� �.� � -� ��_� -„�.,� .,�, .��:��, �� _ _ (o) Allocate Expenses. To allocate administrative expenses to income or to principal, as the Trustee deems appropriate. However, no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate tax marital deduction or estate tax charitable deduction. (p) Retain Insurance. To retain and to purchase insurance and/or annuity contracts on or for the life of any beneficiary or any person in which a bene�iciary has an insurable interest, and to pay the premiums from assets of the Trust. (� To Purchase Assets. To purchase assets from, or make loans to, the estate of the Grantor. All assets must be purchased at fair market values at the time of purchase. Any loan must be adequately secured and must bear interest at a rate prevailing at the time of the loan. The Trustee shall incur no liability for purchasing assets from the estate of the Grantor, even if the property is not the kind in which Trustee is authorized by law to invest trust funds. (r) Real Estate. To accept or refuse to accept any real property transferred to or becoming a part of a Trust under this Agreement, for whatever reason the Trustee considers appropriate. The Trustee is authorized, in its sole and absolute discretion, and at the expense of the Trust, to conduct any environmental investigation, analysis or remedial procedure which the Trustee deems reasonable or appropriate in regard to the acquisition or retention of any real property. If the Trustee, in its sole and absolute discretion, determines that it is not reasonable to retain or acquire any real property due to actual or potential existence of conditions which may violate state or federal environmental laws or regulations, the Trustee may refuse to accept such property or may promptly dispose of such property in any reasonably appropiiate manner. - 10 - a,, ��.�� ,��-� ,��w ...a�,.� �� -� .�;;..��-_ �,� (s) Terminate Trust. To terminate any trust, if in the opinion of the Trustee, the expense of administration of the trust is not justified. Upon termination, the Trustee shall distribute the trust property to the person(s) then entitled to receive or have the benefit of the income therefrom. If there is more than one current income beneficiary, the Trustee shall distribute trust assets to the income beneficiaries in the proportion in which they receive income, or if no proportion is designated, in equal shares to the income beneficiaries. This power may only be exercised by a Trustee who is an independent Trustee, and this power shall be ineffective to the extent that the effect of the power is to vest in any Trustee or beneficiary a general power of appointment. (t) Other Acts. To do all other acts in its judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the Trusts. AR,TICLE VIII: Pavment on Behalf of Beneficiarv. The Trustee is authorized to distribute principal and/or income in any one or more of the following ways if the Trustee, in the discretion of the Trustee, considers the beneficiary unable to apply distributions to the beneficiary's own best interests, or if the beneficiary is under a legal disability: (a) To Beneficiarv. Directly to the beneficiary; (b) To Guardian or Conservator. To the legal guardian or conservator of such beneficiary; (c) To Custodian. To the Trustee, or to another person selected by the Trustee, as custodian under the Pennsylvania Uniform Tiansfers to Minors Act as to a beneficiary under the age of twenty-five (25) years; (d) To a Relative. To a relative of the beneficiary, to be expended by that relative for the benefit of the beneficiary; or - 11 - ,� -a..�, �� :� �:,�:x.�. ,��. �� ,��-.:�. r��;� (e) Direct Ex�enditure. By directly applying distributions for the benefit of the beneficiary. ARTICLE IX: Accountin�s. The Trustee, on an annual basis, shall provide each income beneficiary who has attained the age of eighteen (18) years, and the Guardian of the person of any income beneficiary who has not attained the age of eighteen (18) years, statements showing transactions in each Trust established for the benefit of that beneficiary. The beneficiary, or the Guardian of the person of that beneficiary, may waive this right to receive an annual accounting. The Tiustee may, at any time, settle any account, or questions concerning the administration of any Trust established hereunder, by agreement with the then qualified beneficiaries (as defined in the Pennsylvania Uniform Trust Act) of the Trust, if legally competent, or if not legally competent, in the Trustee's discretion, then with the Guardian of the person of such beneficiary, the legally competent spouse of such beneficiary, or the oldest legally competent relative of such beneficiary who would take a portion of the estate of the beneficiary were the beneficiary to die at that time intestate under the laws of the Commonwealth of Pennsylvania. Any agreement made hereunder shall bind all persons who may ever have an interest in such Trust, and shall constitute a release and discharge of the Trustee with respect to transactions disclosed in said Agreement. Nothing herein shall be construed to preclude the Trustee from seeking a judicial settlement of any account. ARTICLE X: Survival. Any person who has died within thirty (30) days of Grantor's death, or under such circumstances that the order of deaths cannot be established by proof, shall be deemed to have predeceased Grantor. AR.TICLE XI: Revocabilitv. This Agreement of Trust is revocable, and may be modified or amended by written instrument executed by Grantor and delivered to Trustee. AR.TICLE XII: Trustees. Grantor makes the following provisions with respect to Trustees: - 12 - �. y. �: �,m_�.� -�:� ��,�� -.��.�� :; � , _ �_,6 �, ��,. ��. u , _. (a) Successor Trustees. Grantor shall have the power, at any time and from time to time, to designate one or more successor Trustees. If Grantor does not otherwise appoint a successor Trustee, Grantor appoints her son, WILLIAM HENRY LATHAM, and her attorney, ELYSE E. ROGERS, to serve as Trustees, herein the "Trustee." Thereafter, each Trustee shall have the power to appoint his or her successor. (b) Method of Appointment and Removal. Each appointment and removal of a Trustee shall be in writing and delivered to the Trustee being appointed or removed, to all other Trustees then in office, and to each current beneficiary of the Trust (as that term is defined in the Pennsylvania Uniform Trust Act). The written instrument shall be signed by the person(s) having the power to make the appointment or removal. (c) Resi nation. Any Trustee may resign upon ninety (90) days written notice to the then income beneficiary and each adult sui juris remainder beneficiary of the Trust; provided, however, that the resignation shall not become effective until and unless at least one Trustee is then serving as trustee of the affected Trust. (d) Standard of Care. The Trustee shall not be liable or accountable for any loss that may result from the good faith exercise of the authority granted in this Agreement. This shall specifically include decisions of the Trustee with respect to discretionary distributions of income and/or principal to any beneficiary. (e) Dutv to Investi ate. In the absence of actual knowledge of a breach of trust, or information concerning a possible bieach of trust that would cause a reasonable person to inquire, a successor Trustee is under no duty to examine the accounts and records of any predecessor Trustee, or to inquire into the acts or omissions of such predecessor, is not liable for - 13 - , ,.�,. , ��:�:-.��.�>.��.� -:��.�.-�.�..��;.�: � � .� �� , �, .. . . any failure to seek redress for any act or omission of such predecessor, shall have responsibility only for property which is actually delivered to such successor by such predecessor and shall have all of the powers conferred upon a Trustee hereunder. (� Compensation. The Trustee shall have the right to receive reasonable compensation for services rendered and reimbursement for reasonable expenses. (g) Securitv. The Trustee is specifically relieved from the duty of filing bond or entering security. AR,TICLE XIII: Situs. The initial situs of this Trust shall be Cumberland County, Pennsylvania. The Trustee may determine, from time to time, to change the situs of any Trust established under this Agreement. However, no change in situs shall be effective until written notice shall have been provided to the income beneficiary of the Trust. IN WITNESS WHEREOF, DOROTHY LATHAM MYERS has hereunto offered her hand and seal as Grantor and as Trustee on the day and year first above written. GR.ANTOR and TRUSTEE: r 1 � �s:�� ''✓�(SEAL) itnes DOROT LATH.AM RS - 14 - � .,., , �. . wr �. �,� .,� �.�-:t�.�� ,�,�„�.w.�� Y.� -��. . �_� � : COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF r � : On this, the ��`day of �� , 20 3 , before me, a u lic the undersi ed officer ersonall a " eared DOROTHY Notary P b , gn , p y pp LATHAM MYERS known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and notaiial seal. r ��,�.___ Notary Public My Commission Expires: (SEAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J RULE,Not�ry Public Borough of Lemoyr�e,Cumberland County My Commissi�n Expires February 3,2016 �._ . „� ... �s �F� �,��..M.,��.��,.��; »,_ � ��r�� ,��., � DOROTHY LATHAM MYERS REVOCABLE TRUST SCHEDULE "A" _ . . :� ,. ..<. �. �� ;,��.��,� �,� ��.,��,�..�,� -�-m- _ � � � . COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96) DEPARTMENT OFREVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17'128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 018995 ELYSE E ROGERS TTE DOROTHY LATHAM MYERS TRUST 102 FAIRWAY DRIVE DILLSBURG, PA 17019 ACN ASSESSMENT AMOUNT CONTROL NUMBER "_""_ fold "'_'__'_' 101 � 539,500.00 ESTATE INFORMATION: sstv: � I FILE NUMBER: 2114-0329 � �ECE�ErvT tvAME: MYERS DOROTHY LATHAM � DATE OF PAYMENT: 04/1 O/2014 ( POSTMARK DATE: 04/09/2014 � CoUNTY: CUMBERLAND � DATE OF DEATH: 01/1 5/201 4 � � TOTAL AMOUNT PAID: 539,500.00 REMARKS: RECEIPT TO ATTY CHECK# 1012 INITIALS: WZ SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS TAXPAYER Law Offices of SAIDIS, SULLIVAN & ROGERS , A PROFESSIONAL CORPORATION 635 NORTH 12T''STREET,SUITE 400 ROBERT C.SAIDIS LEMOYNE,PENNSYLVANIA 17043 CARLISLE OFFICE: DANIEL L.SULLIVAN TELEPHONE:(717)612-5800-FACSIMILIE(717)612-5805 26 WEST HIGH STREET ELYSE E.ROGERS EMAIL:attorneyQssr-attorneys.com CARLISLE,PA 17013 iOHN A.FEICHTEL www.ssr-attorne s.y com TELEPHONE:(717)243-6222 MARYLOU MATAS FACSIMILE:(71�243-6486 ANNA BORRO HAYS DEAN E.REYNOSA Of Coi+nsel TODD F.TRi.JNTZ STEPHEN L.GROSE SEAN M.SHULTZ HANNAH WHITE-GIBSON September 25, 2014 ItEPLY TO LEMOYNE 717-612-5801 ero�ers@ssr-attornevs.com HAND-DELIVERED Register of Wills of Cumberland County One Courthouse Square Carlisle, PA 17013 '�''' � "�' � � rn c o r�n � Re: Dorothy Latham Myers � �' rn' 4—' ° � -v � -n c�� File No: 2114-0329 -u � �- N ;�� -f., r— � r+'7 Cn -:,°� L� -°' �,, Dear Madam: � '� -� ,.=; `-`; �_,_r t y f--��,, � �P� �-.r t'.�3 _.�..�� , _..� ,. r_._; ..... � Enclosed for filing with your office is an original and one copy of�lr� w � rT► Pennsylvania lnheritance Tax Return for the above-referenced decedera�t.~�{Pleas� � ° note there is a refund due. Also enclosed is a check in the amount of$15 which represents payment of your filing fee. Please timestamp and return the enclosed copy of this letter. A return envelope is enclosed for your use. If you have any questions or require additional information, please do not hesitate to contact me. Sincerely yours, � � Elyse . Rogers cj r Enclosures cc: William H. Latham (w/o enclosures)