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1�5fl5610.1D1 REV-1500 Ex`01-10' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes D-RTMENTOENEVENVE County Code Year File Number PO a0 Harrisburg, PA 1 17128-o6o1 INHERITANCE TAX RETURN I—t ,IrQI RESIDENT DECEDENT �/ 3 iJ_/J L-JJ ENTER DECEDENT INFORMATION_BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY _713JL-z'LL/I��� �L�U�►JL��L� Decedent's Last Name Suffix Decedent's First Name MI 7{J11LFJ�'A -11[��IT] M? Lle]L� U❑❑❑L '& (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI LA) 42❑I❑UIU❑❑i'J❑UL 1 =QLII F-ju LJOL-111ID110110 Spouse's Social Security Number I� THIS RETURN MUST BE FILED IN DUPLICATE WITH THE DULJ�JL�]Lj � REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return Q 2.Supplemental Return Q 3. Remainder Return(date of death prior to 12-13-82) O 4. Limited Estate Q 4a. Future Interest Compromise(date of Q 5. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate Q 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 Sch.O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame N L cS y C`L DI .S Daytime Tele ep�one Number 3� 1, R I o 7Gh�1 REGISJ#CSE V9MLS US ONL! M CO , First line of address r-- Q Lou � � R� G2131 Second line of address v tom-+ ri C - — - DATE FILED City or Post Office State ZIP Code Oki E C� H1IN���IS I'B U-1 !�uJ9���.3`'S1 Correspondent's e-mail address: Ce�SA;e/a(S 3 LV&//feQS4 4e-t Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE ER N R ON FO G RETJJRN DATE #fl/.27/ X r ADDRESS /705-5 s /7 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS Sam& PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 1505'610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: RECAPITULATION - 1. Real Estate(Schedule A). ..... :.... :... ................ ....... ........ 1. QAo! D d 2. Stocks and Bonds(Schedule B) ..... . 2. 11 L1 [7119J 1; • 7�1 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. Uu z(nJJi�•;�J' 4. Mortgages and Notes Receivable(Schedule D)... ........ ....... ......... 4. _ 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).... ... 5. �Ql a���'fQ�s 4 '• 'T�� 6. Jointly Owned Property(Schedule F) p Separate Billing Requested ..... .. 6. J• _' 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property Schedule G p Separate Billing Requested nested........ 7. J J JI 12J�, ( ) 8. Total Gross Assets(total Lines 1 through 7).. .... .... .... .... ... .... .... 8. L1 13 �.X13L-11]�z i6j.;_ffh3]j 9. Funeral Expenses and Administrative Costs(Schedule H)....... .... ........ 9. 65717'0 q] i� 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I)..... .... .... . 10. _ . 11. Total Deductions(total Lines 9 and 10).... .... .... .. .... . .... .. ..... ... 11. .12. Net Value of Estate(Line 8 minus Line 11) .... .... .... .. ..... ........... 12. �Z 1 $ G (� �. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for whichan election to tax has not been made(Schedule.J) ......... .. .. .. ..... .... 13. �� ���I!QE O`�;O�•,010 14. Net Value Subject to Tax(Line 12 minus Line 13) . .. . . ....... .... .. . .... . 14. 17 g L��J.k�+� 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.0D { IDg• �' � 15. ��� � •� I�+ LJ - 1 16. Amount of Line 14 taxable 16 at lineal rate X.0 ���f J I'7�, �i��•�P �S 17. Amount of Line 14 taxable at sibling rate X.12 J J�J J JJ� ��my 0 17• 18. Amount of Line 14 taxable t at collateral rate X.15 J D O� O'. D O 18_ 50 L 19. TAX DUE ... ... .... .... ... ....... .. .... ..... ..'.. ............:..:.. 19.. �J 3 S Z q • © � r 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 L 1505610105 1505610105 CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG,PA 17055 GEORGE M.HOUCK TELEPHONE (717) 766-0209 (1912-1991) FAX (717) 795-7473 December 4, 2013 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Charles E.Shields 1 No.21-13-1019 Dear Register of Wills: Please find enclosed Check No. 1032 in the amount of$19,000.00 for estimated Inheritance Tax for the Estate of Charles E.Shields. , Thank you for your kind attention to this matter. Very truly yours, r Charles E. Shields,.III Attorney-At-Law CES/mii . PNC B9nk,NA. 040 60.1273/313 EST OF CHARLES E SHIELDS DECD 041 CHARLES E SHIELDS III EXTR 6 CLOUSER RD MECHANICSBURG,PA 17055 . 12/Q3/13 'AY TO THE Register of Wills I3RDER OF "19,000.00 Nineteen Thousand and DOLLARS Register.of Wills .AUTHORI7ED SIGNATURE - . 000103 21ls 4031312 ? 3134 5113 ? 29 ?8ln■ CHARLES E. SHIELDS,' 11 ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG,PA 17055 GEORGE M.HOUCX (1912-1991) TELEPHONE (717) 766-0209 FAX (717) 795-7473 June 11,2014 Register of Wills Cumberland County court House I Courthouse Square Carlisle, PA 17013 Re: Estate of Charles E.Shields No.21-13-1019 Dear Register of Wills: Please find enclosed Official Bank Check No.500928445-5 in the amount of$31,500.00 for the additional Inheritance Tax payment for the Estate of Charles E. Shields. Thank you for your kind attention to this matter. Very truly yours, Charles E. Shields, III Attorney-At-Law ........ ......... -M—m- .QfAX �tew' A n 0. W.3 V4 _8 r.u�� �' . q I OV, V IT 6"S R"; S009 2844 S'184\4:0 360 76 1'sol: 600000640711, COMMONWEALTH OF PENNSYLVANIA �" - F EV-1 162 EX01-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 019289 SHIELDS CHARLES EDWARD III SIX CLOUSER ROAD MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold . 1 101 $31,500.00 ESTATE INFORMATION: SSN: FILE NUMBER: 2113-1019 DECEDENT NAME: SHIELDS CHARLES E DATE OF PAYMENT: 06/12/2014 POSTMARK DATE: 06/11/2014 COUNTY: CUMBERLAND � DATE OF DEATH: 09/13/2013 TOTAL AMOUNT PAID: $31,500.00 REMARKS: RECEIPT TO ATTY INITIALS: WZX SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS TAXPAYER REV-1500 EX Page 3 File Number Decedent's Complete Address: ` 7 DECEDENT'S NAME STREET ADDRESS CITY / /� STATE ZIP 1 ,705-5- Tax 7oSSTax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) •$_3TS Z9!�D 2. Credits/Payments f A.Prior Payments �9� 000. 011 B.Discount f 0,90- 00 Total Credits(A+B) (2) �,j/.$"DD•oD 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) �j D, 4 80 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... El M b. ransferred:.......................................................................................... Elb. retain the right to designate who shall use the property transferred or its income;............................................ El 0 c. ncome:............................................ Elc. retain a reversionary interest;or.......................................................................................................................... 1-1l24 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. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(11-08) 1 pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF olcd/ FILE NUMBER ch4 r-ItS JF •el4/S All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which,property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property,has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 /)0"f-a;4 Laod 4*W Res;demce &t L/S/,V Lct.ure, J?uh load Land;s burg, JaoKson Townsl, ryy &link f OVSDt/✓un►u• Sold to .81ron L. Br"wn amd Sksan �; /,�ivwn, /IiS /.v,�, �S�D� D00• oa (See SeIllemea f 966e�l aA44'h We ana/ earreC.4 ele Ift/C A��t� dAchedJ 5a/e e� /des%c%nf%a/ Prop -7, aj .7//3 �vx�ire .Dr, ineetian l eS4w-j, Gl pptr ,411tH r"Ji g , �Pa1d5y/iIa/1to . elcl 1a iannoa m. Mal7feS C/ (^.S ec 5el eaed Sheel &A41 fr'tie Ana' .artrd cl of f deeo' a7fache,0 1"/e 1, 704,00 TOTAL(Also enter on Line 1, Recapitulation.) $ 3; If more space is needed,insert additional sheets of the same size. OOON A. Settlement Statement U.S.Department of Housing ,r and Urban Development OMB No.2502-0265(Page 1) B.Type of Loan 1. ❑FHA 2. ❑FmHA 3. ❑Conv.Unins. 6.File Number7.Loan Number 8.Mortgage Insurance Case Number 4. ❑VA 5. ElConv.Ins. I 13-10319 C.Note: This roan Is tarnished n give yos.mtemeat of ae mai.sMemeat rose.Amounts paid to and by the settlement agent on sboms.Items marled-(p.a.e)'were paid oadlde the elo.lag;"are rhown here 1 inrorn,.tian,l pn.pn.er.M tee not mended a me rot.lr. ' D.Name and Address of Borrower E.Name,Address,and Taxpayer identification#of Seller F.Name and Address of Lender Byron L.Brown Charles E.Shields,III,Executor Susan E.Brown Estate of Charles E.Shields 380 Steinfelt Road 6 Clouser Road Red Lion,PA 17356 Mechanicsburg,PA 17055 G.Properly Location H.Settlement Agent Name,Address and Taxpayer Identification Number 4514 Laurel Run Road,Landisburg,Jackson Township,Perry William R.Bunt,Esquire County,Pennsylvania 109 South Carlisle Street P.O.Box 336 23-2005058 Place of Settlement 1.Settlement Date 109 South Carlisle Street 11/20/2013 J.Summary of Borrower's Transactions K.Summary of Seller's Transaction 100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller 101. Contract sales price 140,000.00 401. Contract sales price 140,000. 102. Personal Property 402. Personal Property 103. Settlement charges to borrower(line 1400) 2,478.00 403. 104. 404. 105. 405. Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance 106. City/town taxes to 406. City/town taxes to 107. County taxes 11/20/13 to 12/31/13 27.83 407. County taxes 11/20/13 to 12/31/13 27. 108. Assessments to 408. Assessments to 109. School Tax 11/20/13 to 06/30/14 429.04 409. School Tax 11/20/13 to 06/30/14 429, 110. Garbage Fee 410. Garbage Fee Ill. 411. 112, 1412. 120. Gross Amount Due From Borrower 142,934.87 420. Gross Amount Due To Seller 140,456. 200. Amounts Paid By Or in Behalf Of Borrower 500. Reductions in Amount Due To Seller 201. Deposits or earnest money 501. Excess deposit(see instructions) 202. Principal amount of new loan(s) 502. Settlement charges to seller(line 1400) 1,400. 203. Existing loan(s)taken subject to 503. Existing loan(s)taken subject to 204. 504. Payoff of first mortgage loan 205. 505. Payoff of second mortgage loan 206. 506. 207. 507. 208. 508, 209. 509. Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210. City/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213. School Tax to 513. School Tax to 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. Total Paid By/For Borrower 0.00 520. Total Reduction Amount Due Seller 1,400. 300. Cash At Settlement From/To Borrower 600. Cash At Settlement To/From Seller 301. Gross Amount due from borrower(line 120) 142,934.87 601. Gross Amount due to seller(line 420) 140,456. 302. Less amounts paid by/for borrower(line 220) ( 0.00 602. Less reductions in amt.due seller(line 520) ( 1,400. 303. CashXQ From ❑To Borrower S 142,934.87 603. Cash XTo ❑ From Seller $139,056. 1 baw carefidly reviewed the HUD-]Settlement Statement and to the best of my knowledge and belief,it is a true and accmrale statement of all receipts and disbursements made on my account or by m in this transaction.1 further t(y I e received a completed copy of es 1 and 2 of this I ttlement atement Borrower By n L.Brown Seller Charles E.Shields,I11,Executor C Borrower Susan E.Brown Seller SETTLEMENT AGENT CERTIFICATION Seller's Taxpayer Identification Number Solicitation and Certification the NUPI Smlemm.Sratemmt which 1 Mve .d is•true and..curate account of.his tmm.nion.1 have You art rage ted by law to provide the Settlement Agmt n. ed above with your coned-pay.idemifiwtio caused the funds to be disbursed i armrd .is stat-1, miser.If You d notpmmd,the Settlement 1 with yo correct taxer identification number,you ms be wboea hi.Tull!or criminal pmaltim Pay.ii by!caws Lndm pmaltia of perjury,1 cmify the the numb, shown n this sen art n my wr(1lhzpayer tdmnfi tine numM Settlement m Agent any m C• � > ZD PmAaINes lF.h is a:gmontun�nelude 1 fine arW im Lisomne t.the United ee.i°n[his or C then i in 10 form. y priwnmmt.For dnuls see:aide I B U.S.Code r«rion 1001 uM se.tinn I0Po `°°w Seller's Signature Date HUD-13/91 RESPA,HB 43( I-oetuement iinarges rage z 700. Total Sales/Broker's Commission based on S @ %--0.00 Paid From Paid From Division of Commission(line 700)as follows: Borrower's Seller's 701. S Fundsat Fundsat t0 Settlement Settlement 702. S to 703. Commission paid at Settlement 000 704. 800. Items Payable in Connection With Loan 801. Loan Origination Fee 802. Loan Discount % 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee to 806. Mortgage Insurance Application Fee to 807. Flood certification 808. 809. 810. 811. 900. Items Required By Lender To Be Paid In Advance 901. Interest from to @$ /day 902. Mortgage Insurance Premium for months to 903. Hazard Insurance Premium for years to 904. 905. 1000. Reserves Deposited With Lender 1001. Hazard Insurance s per 1002. Mortgage Insurance s per 1003. City property taxes s @ per 1004. County property taxes s per 1005. Annual assessments s S per 1006. School Taxes s per 1007. s @ $ per 1008.'Aggregate Adjustment 1100. Title Charges 1101. Settlement or closing fee to 1102. Abstract or title search to 1103. Title examination to 1104. Title insurance binder to 1105. Document preparation to 1106. Notary's fees to 1107. Attorney's fees to William R.Bunt,Esquire 1,025.00 (includes above items numbers: 1101,1102,1103,1105 ) 1108. Title insurance to (includes above items numbers: ) 1109. Lender's coverage $ 1110. Owner's coverage $ 1111. 1112. 11)3. 1200. Government Recording and Transfer Charges 1201. Recording fees:Deed S 53.00;Mortgage S ;Releases$ 53.00 0.00 1202. City/county tax/stamps:Deed S 1,400:00 ;Mortgage S 1,400.00 0.00 1203. State tax/stamps:Deed S 1,400.00 ;Mortgage S 0.00 1,400.00 1204. 1205. 1300. Additional Settlement Charges 1301. Required services you can shop for 1302. 1303. 1304. 1305. 1306. 1307. 1308. 1309. 1400. Total Settlement Charges(enter on lines 103,Section J and 502,Section K) 2,478.00 1,400.00 Initial Escrow Account Statement Required by Section 10(c)(1)of the Real Estate Settlement Procedures Act(RESPA) If checked,❑ the terms of your loan requireyou to have an escrow account to assure that the certain obligations relating to the mortgaged property,such as taxes,insurance premiums and other charges are paid.The amount specified below will be collected,along with your mortgage principal and interest payments,during the first 12 months after your account is opened to pay these anticipated expenses: FanvwAwamt Beginning Date: Your escrow account payment will be S per Payee Purpose Anticipated Due Date Estimated Amount HUD-1 3/91 RESPA,HB 4305.2 Tax Parcel Number: THIS INDENTURE MADE THE Z0 day of &O YON ,in the year of our Lord two thousand and thirteen(2013). BETWEEN CHARLES E.SHIELDS III a.k.a.CHARLES EDWARD SHIELDS III,as Executor of the Estate of CHARLES E.SHIELDS a.k.a.CHARLES EDWARD SHIELDS,deceased,late of Upper Allen Township,Cumberland County,Pennsylvania,Grantor, and BYRON L.BROWN and SUSAN E.BROWN,his wife,currently of Jackson Township,Perry County,Pennsylvania,as tenants by the entirety,Grantees. WHEREAS,the said Charles E.Shields a.k.a.Charles Edward Shields,was vested in his lifetime with title to the premises hereinafter described,in the Township of Jackson,County of Perry and Commonwealth of Pennsylvania;and WHEREAS,the said Charles E.Shields a.k.a.Charles Edward Shields,departed this earthly life,testate,on the 13'h day of September,2013,and Letters Testamentary were duly issued to the said Charles E.Shields III a.k.a.Charles Edward Shields III,by the Register of Wills of said Cumberland County,docketed to No.21-13-1019;and WHEREAS,the lands herein-mentioned were not specifically devised: NOW,THEREFORE,THIS INDENTURE WITNESSETH,that the said Charles E. Shields III a.k.a.Charles Edward Shields III,Executor,as aforesaid,for and in consideration of the sum of ONE HUNDRED FORTY THOUSAND and No/100ths{5140,000.00} DOLLARS,and other good and valuable considerations,to him in hand paid by the said Grantees,at and before the ensealing and delivery hereof,the receipt whereof is hereby acknowledged,has granted,bargained,sold,aliened,released,and confinned,and by these presents,by virtue of the power and authority in him vested by the Fiduciaries Act of the Commonwealth of Pennsylvania,does grant,bargain,sell,alien,release,and confirm unto the said Grantees,as tenants by the entirety,their heirs and assigns: ALL THAT CERTAIN TRACT of land situate in Jackson Township,Perry County, Pennsylvania,bounded and described as follows: BEGINNING at a point in State Forest Road at the southern corner of Lot#8 on the hereinafter mentioned Plan of Lots;thence along State Forest Road,South 66 degrees 34 minutes 08 seconds West,a distance of 161.41 feet to a point;thence along same,South 74 degrees 17 minutes 19 seconds West,a distance of 197.47 feet to a point;thence along Lot#6,North 28 degrees 43 minutes 07 seconds West,a distance of 1,669.71 feet to an iron pin;thence along lands now or formerly of Commonwealth of Pennsylvania,North 56 degrees 56 minutes 19 seconds East,a distance of 448.72 feet to stones;thence along Lot#8,South 25 degrees 39 minutes 23 seconds East,a distance of 1,765.53 feet to the place of BEGINNING. CONTAINING 15.835 acres,and being Lot#7 on Plan of Lots recorded in Perry County Plan Book 28 at Page 92,and known as FOREST VIEW. Being improved by a dwelling house and other out buildings and being known and numbered as 4514 Laurel Run Road. BEING the same premises which Lila A.Wallace and J.Merle Wallace,her husband,of Blain Borough,Perry County,PA;Robert E.Smith and Doris E.Smith,his wife,of Newport Borough,Perry County,PA;Richard D.Smith and Mabel Smith,his wife,of Toboyne Township,Perry County,PA;Vera M.Thomas and Jack N.Thomas,her husband,of Middlesex Township,Cumberland County,PA and Ida N.S.Book and Harry R.Book Jr.,her husband,of Jackson Township,Perry County,PA,by their deed dated January 29, 1987 and recorded in the Recorder's Office aforesaid in Deed Book 0438,Page 226,granted and conveyed to Charles E. Shields and Jane B.Shields,his wife. The said Jane B.Shields departed this earthly life on August 13, 1991,whereupon full and absolute title to the said premises vested in the said Charles E.Shields by the.laws of the Commonwealth of Pennsylvania incident to tenancies by the entirety. His said Estate is the Grantor herein. The above-described property shall be subject to the following-conditions and restrictions which shall bind the Grantees,their heirs and assigns: 1. No building on said premises shall be used for any offensive or malodorous occupation which would create a nuisance or be a menace to health. 2. No junk shall be permitted on said premises. 3. No unlicensed vehicles shall be stored on said premises. TO HAVE AND TO HOLD the said messuage or tenement and tract of land, hereditaments and premises hereby granted and released,or mentioned and intended so to be, with the appurtenances,unto the said Grantees,their heirs and assigns,to and for the only proper use and behoof of the said Grantees,their heirs and assigns,forever. AND THE SAID GRANTOR,Executor,as aforesaid,his successors and assigns does covenant,promise and agree to and with the said Grantees,their heirs and assigns,by these presents,that the Grantor has not done,committed any act,matter or thing whatsoever whereby the premises hereby granted,or any part thereof,is,are,shall or may be impeached,charged or encumbered in title,or otherwise howsoever. IN WITNESS WHEREOF,the said Executor of the Estate of Charles E.Shields a.k.a. Charles Edward Shields,deceased,Grantor herein,has hereunto set his hand and seal the day and year first above written. Signed,Sealed and Delivered in the Presence of: S���rs •� i�P�irS a" (SEAL) ARLES E.SHIELDS III,Executor of the Estate of Charles E.Shields a.k.a.Charles Edward Shields,Deceased '27- (SEAL) S.k.a.CHARLES EWARD SHIELDS III COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF PERRY ) On this,the 7614 day of /kVr• ,A.D.2013,before me a notary public,in and for the Commonwealth of Pennsylvania,personally appeared CHARLES E. SHIELDS III a.k.a.CHARLES EDWARD SHIELDS III,known to me(or satisfactorily proven)to be the person whose name is subscribed as Executor of the Last Will and Testament of Charles E.Shields a.k.a.Charles Edward Shields,and acknowledged that he executed the same in such capacity. IN WITNESS WHEREOF,I hereunto set my hand an official seal. Notary Public My commission expires: (SEAL) CERTIFICATE OF RESIDENCE I do hereby certify that the precise and exact post office address of the within Grantee is: ��i%/Gm Bua1` fs� Attorney for Grantee OMB Anowai No.2502.0265 � ��I• A.Settlement Statement(HUD-1) 1.❑FHA 2.QRHS 3. ✓/Conv.Unins. 6.File Mrmber: 7.Lar+Numter: 8.Mortgage insarance case Nonber. 4.QVA 5.❑Cpm.Ins. KWC61143 5701763090 C.Note: This loon Is furnished fo give you a statomant of actual settlement costs.Amounts paid to and M fn Settlement agent are Shown.Items marked"(PACT were paid outside the closing:they are shown here for informational purposes and are not included in the totait. D.Name&Address of Bonower: E.Name&Addmssof Seger, - F,Name&AGMess of Lender. SHANNON M.MANGES THE ESTATE OF CHARLES E.SHIELDS FULTON BANK,NA 20 CIRCLE DRIVE 2113 FOXFIRE DRIVE ONE PENN SQUARE MECHANICSBURG,PA 17055 MECHANICSBURG,PA 17055 SUITE 304 LANCASTER.PA 17602 G.Property Location H.Se*wwt Ageot PINNACLE LAND TRANSFER,LLC L Semwent Data 2113 FOXFIRE DRIVE 4242 CARLISLE PIKE,SUITE 151.8, 41172014 MECHANICSBURG.PA 17055(CUMBERLAND) CAMP HILL,PA 17011 (717)920 3331 (42-28-2423.211) Ptace Of Seldement 4242 CARLISLE PIKE,SUITE 151.8, CAMP HILL,PA 17011 (717)92D.3331 Sunnnary of Borrower'sTran4clion K.Summary of Settees Transaction BG�o asp. 3on@� o � e r� F W, 'd'L ,�"'.:�: s;;•: �r r...fib. s e P" m v $7,627.18 .� 11� 1aLtB.��k9` w✓� '"ut!r+�"1su. !$.- �:.�P2fii �116� 'y> £� $590.01 . . r' $590.01 $471,41 e' '4 - 'Od o. $471.41 $53.19 1-530i-11.spa; a $197 947.79 $190,320.61 - a $2,000.00 11 l (i Qtr ijp: ', n oC $170,250. f' $13909.78 I a x'rift $400.00 0 ..._: $400.00 $19.91 x,. ,M - ° 0 11 $172,669.91 $14,329.69 $197:947.79 n;.. $190,320.61 $172,669,91 $14,329,69 3,a a✓ ,. Tro ro $25:277.886 ✓ C $175.990.92 i Previous editions are obsolete Page 1 of 4 041172014 02:46 PM HUD-1 Cr a n f $79500 $55000 s $795.00 $550.00 { �. $3,784,12 $102.06 .�i $290.00 $223.00 Appraisal Fee to Premier Apprasals $450.00 $450.00 Flood Cert fxation to Gorelo9 c $11.50 $11.50 Credit Report ko Credstar $60.00 $21.20 OvemightlGourierFee to Fulton Bank NA $15.00 I $811.50 $720.70 Increase betwee $x.80 or -11.18916% y fi ` dry ur ' 'ff w $4,223.34 $1,408.75 "e $382.48 $334.67 $840.00 $614.00 Tce sery ces and lenders lflle insurance ' 11 - $1,760.00 $1,740.50 Owners We insurance to PinnadaLand Transfer,LLG " $100.00 $104.50 Loan Terms a 3 years % o t c Ahbt i1 $ } includes QPrincipal « Qlnterest E]mortgage insurance :O' �•$ d ❑✓No. ❑Yes,it can rise to a maximum a1 %.The first charge M1E be on and can charge again every after Every change date,your interest rate can increase or decrease by E %.Over the life of the loan,your interest rate is guaranteed to never be lower than %or higher than WA%. til r r` fi. ✓❑No.❑Yes,it can rise to a maximum of$ ❑✓No. [:]Yes,the first increase can be on and the monthly amount owed can rise to$ Lis A The maximum 8 can ever rise to Is$ ❑✓No.❑Yes,your maximum prepayment penalty is$ ✓❑No. ❑Yes,you have a balloon payment of$ due in years on .Y ❑Yar do rat have a monthly escrow payment for Items,such as property taxes and homeowners insurance.You must pay these items directly yourself. F/jYou have an additional monthly escrow payment of$ e Drat results in a total Initial monthly amount owed of$ This Includes principal,interest,any mortgage insurance and any items checked below. J❑Property taxes 0 Homeowners insurance C3 Flood insurance El i. Note:if you have arty questions about the Settlement Charges and loan Terms listed on this form,please contact your lender. Previous editions are obsolete Page 3 of 4 04/1712014 02:46 PM HUD-1 Supplemental Page HUDA Settlement Statement Itemization Buyer Seller Line 1101 a_E-Doc Fee to Pinnacle Land Transfer LLC $�� b Overnight Fee to Pinnade Land Transfer LLC $15.00 Total: $65.00 $0.00 Line 1202 a Recording fees:Deed$67.00 $67.00_ b_Recording fees:Mortgage$10100 $101.00 Total: $166.00 $0.00 I has ower*revlened ae R061 Selz m"t Statement and to Ne hest of ny hnoMedge and belief d is he and acourale stftwtof as faceiPts and disbuts9ytcrds ma(*on my a=wA or by me in this eamaction. I hather cw*Nal I have received a cow of the HU61 Saitlaneni Stabment BORROWERS SELLERS SHANNON M.MANGES THE ESTATE OF CHARLES E.SHIELDS The HUM Serdentanl Slateowl v.Akh I have prepared ie a true and acnuate account of this transaction.I have caused or 1 will rause Poe funds b be drsWfsed in accordance with Nis slatem nt lament All n Date 4117/2014 Previous editions are obsolete Page 4 of 4 041172014 02:46 PM HUD-1 QSettlementcharges + ��r!11t,��,�:y;•��. - - v�:a T"a9'.�. ., �•' ... 4icxC7'h 'ry,ee�.��.ztrq�r"� ,.�+�r' G�'diJ3:i5"7k'JtSs.._U��f3�E���'Trz A`.ca++r.F•'b�F=-a*,nR9'F's�.'z.�§�`'Sr�,.�><.gr. a.'. 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BETWEEN CHARLES E.SHIELDS III a.k.a.CHARLES EDWARD SHIELDS III,as Executor of the Estate of CHARLES E.SHIELDS a.k.a.CHARLES EDWARD SHIELDS,deceased,late of Upper Allen Township,Cumberland County,Pennsylvania,Grantor, and SHANNON M.MANGES,single woman,currently of Upper Allen Township, Cumberland County,Pennsylvania,Grantee. WHEREAS,the said Charles E.Shields a.k.a.Charles Edward Shields,was vested in his lifetime with titlti to the premises hereinafter described,in the Township of Upper Allen,County of Cumberland and Commonwealth of Pennsylvania;and WHEREAS,the said Charles E.Shields a.k.a.Charles Edward Shields,departed this earthly life,testate,on the 13`h day of September,2013,and Letters Testamentary were duly issued to the said Charles E.Shields III a.k.a.Charles Edward Shields III,by the Register of Wills of said Cumberland County,docketed to No.21-13-1019;and WHEREAS,the lands herein-mentioned were not specifically devised: NOW,THEREFORE,THIS INDENTURE WITNESSETH,that the said Charles E. Shields III a.k.a.'Charles Edward Shields III,Executor,as aforesaid,for and in consideration of the sum of ONE`HUNDRED EIGHTY-NINE THOUSAND TWO HUNDRED SIX and No/100ths($189,206.00)DOLLARS,and other good and valuable considerations,to him in hand paid by the;said Grantee,at and before the ensealing and delivery hereof,the receipt whereof is hereby acknowledged,has granted,bargained,sold,aliened,released,and confirmed, and by these presents,by virtue of the power and authority in him vested by the Fiduciaries Act of the Commonwealth of Pennsylvania,does grant,bargain,sell,alien,release,and confirm unto the said Grantee,her heirs and assigns: ALL THAT CERTAIN piece or parcel of land situate in Upper Allen Township, Cumberland County,Pennsylvania,known as Lot No.28,2113 Foxfire Drive,as shown on the final Subdivision Plan prepared for Allenview,Inc.,by Clifton E.Rodgers and Associates,dated March 12,1979,and recorded in the Office of the Recorder of Deeds,in and for Cumberland County, Pennsylvania,in Plan Book 36,Page 47,on August 29, 1979,more particularly bounded and described as follows: BEGINNING at a point on the Eastern right of way line of Foxfire Drive,a 50 foot wide street,said point being the northwest comer of Lot No.29;thence continuing along the right of way line,North 10 degrees 18 minutes 30 seconds West,a distance of 90.00 feet to a point;thence turning right East along a utility easement,North 79 degrees 41 minutes 30 seconds East,a distance of 125.00 feet to a point;thence turning right South along the Eastern line on Stage 2,Section A, South 10 degrees 18 minutes 30 seconds East,a distance of 90.00 feet to a point,said point being the Northeast comer of Lot No.29;thence turning right West along the line dividing Lots Nos.28 and 29,South 79 degrees 41 minutes 30 seconds West,a distance of 125.00 feet to a point on the Eastern right of way of Foxfire Drive, the point of BEGINNING. CONTAINING 11,250 square feet to said dedicated right of way line and being designated as Lot No.28,Stage II,Section A,of the above mentioned plan. BEING an undivided one-half('/Z)interest of the same premises which James N.Hermann and Frances S.Hermann,his wife,by their deed dated January 31,1995 and recorded in the Recorder's Office aforesaid in Deed Book 118,Page 87,granted and conveyed to Charles E. Shields,single man,and Anne L.Brubaker,single woman,as tenants in common and not as joint tenants with right'of survivorship. They had since then intermarried. The first undivided one-half (`/z)interest in Charles E.Shields was combined into a unified title by the deed referenced hereinbelow. AND ALSO BEING the same premises which William L.Brubaker,Co-Executor of the Estate of Anne Brubakcr Shields,also known as Anne L.Brubaker,and William L.Brubaker, individually as residuary beneficiary and heir;Joanne M.Schell,Co-Executor of the Estate of Anne Brubaker Shields,also known as Anne L.Brubaker,Joanne M.Schell,individually as residuary beneficiary and heir;and Charles E.Shields,an unremarried widower,,by their deed dated December.19,2012 and recorded in the Recorder's Office aforesaid as Instrument Number 201301527,granted and conveyed an undivided one-half(""/x)interest as tenants in common to Charles E.Shields,an unremarried widower,this giving him a fully unified title to the premises. His said Estate is the Grantor herein. UNDER AND SUBJECT,nevertheless,to easements,restrictions,reservations,conditions and rights of wa}j of Record. TO HAVE AND TO HOLD the said messuage or tenement and tract of land, hereditaments and premises hereby granted and released,or mentioned and intended so to be, with the appurtenances,unto the said Grantee,her heirs and assigns,to and for the only proper use and behoof of the said Grantee,her heirs and assigns,forever. AND THE SAID GRANTOR,Executor,as aforesaid,his successors and assigns does covenant,promise and agree to and with the said Grantee,her heirs and assigns,by these presents,that the Grantor has not done,committed any act,matter or thing whatsoever whereby the premises hereby granted,or any part thereof,is,are,shall or may be impeached,charged or encumbered in title,or otherwise howsoever. IN WITNESS WHEREOF,the said Executor of the Estate of Charles E.Shields a.k.a. Charles Edward Shields,deceased,Grantor herein,has hereunto set his hand and seal the day and year first above written. Signed,Sealed and Delivered in the Presence of. �r� —7/7— (SEAL) CHARLES E.SHIELDS III,Executor of the Estate of Charles E.Shields a.k.a.Charles Edward Shields,Deceased /jlSAiJprt Gl S (SEAL) a.k.a.CHARLES EWARD SHIELDS III COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF CUMBERLAND ) On this,the day of A.D.2014,before me a notary public,in and for the Commonwealth of Pennsylvania,personally appeared CHARLES E. SHIELDS III a.k.a.CHARLES EDWARD SHIELDS III,known to me(or satisfactorily proven)to be the person whose name is subscribed as Executor of the Last Will and Testament of Charles E.Shields a.k.a.Charles Edward Shields,and acknowledged that he executed the same in such capacity. IN WITNESS WHEREOF,I hereunto set my hand an official seal. Notary Public My commission expires: (SEAL) CERTIFICATE OF RESIDENCE I do hereby certify that the precise and exact post office address of the within Grantee is: Attorney for Grantee REV-1503 EX+(6.98) �b SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER C'�Arles F. -5h;eQs /019 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH rwe, Ila/it G ,�ytjf'. fn d-o•d• A-) ✓002 4l�300 l � �S",000.00 �2, !S fr. ov 07, /S-,P.0,0 8.) X ool83 lI6 3� � /O� DDD. 00 f�, 6 3 2.00 �1`f, 6.Moa . C.) X001 8 31/bzz 2 /O, POO. oo }, (0 3 2.00 /�, 6 3Z •oo CStt ;,,a/aa/on sheet qhcAe-11) a. ?ia/:r,'o/aal fnen�r�n J{,nle �be� Ate. Nn. /0-o38�f3/ 76 Dolo Yq/�ra>Son le#cr a1fltt,`ud) 3. Zngi'ria/ua� Ae/'/'�/� Lynch ,s ralaahcn /el`ler aAwAa) .3 47 .SSS. TOTAL(Also enter on line 2,Recapitulation) $ 71/7 $'7 (It more space is needed,insert additional sheets of the same size) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 09/2013 Total Price Total Value Total Interest YTD Interest $25,000.00 $36,422.00 $11,422.00 $778.00 Bonds: 1-3 of 3 Issue Next Final Interest Serial # Series Denom Date Accrual Maturity Rate Issue Price Interest Value Note V002060300Ij 0101/2004;10/2013! 01/2034i $5,000.00 $2,158.00 2.29%'. $7,15S.oO', --k-'601"8"3"11631:_ '.1k,$10,0-0"0"T;0*-'8'/."22'00--00"3-"-";1"---0---/--2-'0----1-'3-"!-0-- 8/2033 $10,000 00 $4,632.00: --2--2--9-W-- $--1--4,--"---2-.-O-'W i6b18311621I - -0bO08/-----310/2013- - 2.29W-$14,632.00-: ------ -------- - -- ----- Totals for 3 Bonds;$25,000.00,$11,422.66: 36 422.00, Notes ---- NI Not Issued -------------- NE Not eligible for payMent.. Includes 3 month interest penalty 144 ------------- -714�t-Matured and-d-not-ea--rn--i n-g- interest Wealth Management 4507 North Front Street Suite 201 Harrisburg,PA 17110 tel 717 255 6666 fax 717 255 6651 Morgan Stanley roll free 800 676 0673 June 9, 2014 Charles E. Shields III, Executor Attorney-At-Law 6 Clouser Road Mechanicsburg, PA 17055 Re: Estate of Charles E Shields ' SSN: Date of Death:09/13/2013 Dear Mr. Shields, This letter is to inform you that on September 13, 2013;the date of death value of Charles E Shields's individual account: 410-038431-006 was$314,115.76.There was also a residual balance of$353.97 that was in joint account:410-054532-006 with his wife,Anne L Brubaker. Please also note that all outstanding balances were move to the estate account,and both the joint and the individual accounts are now closed. Please let me know if you require any additional information. Kind regards, Carmen Blair Registered Associate Phone: 717) 255-6681 Fax: (717) 255-6651 Toll Free: (800) 676-0673 Carmen.Blairgmorganstanley.com Investments and services offered through Morgan Stanley Private Wealth Management,a division of Morgan Stanley Smith Barney,LLC,and accounts carried by Morgan Stanley&Co.Incorporated;members SIPC. Morgan Stanley Smith Barney LLC.Member SIPC. as Qt O'1 1 a..: i r'657 ! ti r r X C crl = "fig" i '�r (D U') (D LO �+ CC) M 6C) Cl) LO c �A M `4 i�[rli +i`..� 4I1 M M M M V C ME IT H r a:3!r v; 6 r M i Cfl Q m .a 00 OD or W V 00 > Q N[ter ry} a tit 0% EH 7 m 75 � tV y_ py O t a rn Z _j p �, Co .^}.ry.� Cl D r ice+ { N y M .fia,,'rj�,,'..IIS�MY ry cci n W d c] C Cp r L rl Y�� al O � 4 4 t O 0 CL CL d) Q '� O w Yi[v-f CJ x i C y •.�_.. V) p 1— — N tD ? Q �— tll QC>d E (� N p S! O Qj k 'ira� e:' n �N ? 0 m 7 f0 a E o co in u) =3 Z > w w ze+ f 4-0 � 1-- N .3ky' �t...e. ..:=_tri:; 4- J O `—a' ni'7e+ o r- 0 C4 C) /Ca Q rn n m 4SD t L Ch' Y.ix r a > > 6i r» d +i'E s'I,�e, Na, a n E N tJ !li r Nf2I i CD i' n c rn ar to O ON' aro ar d r Ce) C1 Z5 CL N r 4� N'I o N F— W+uiriF a'S acr m c M O O} X e A. r a6 s�(; sn O N C o 0 r M, roi © o M M M :• O: 5 tp G) a ar c �Y(3ii� o N N 3 .p w � Q [(JI, r � Dc o �M— tty d 8) ' Q Q�— +� �r�f� - �Q O L 07 rn rn a a U Z o ;LL..C)'Z__Cs U a) c c i;,4`I' ill#ij�v?^ !ryy, N ami 3•� m C CO O 4 1 U) �- G> ti`= a C) (6 n c a`r v > t d -7m to OC6ed u > ar�r_ ar _ o r L M ! I,r ji } rn N r a. � N m cq m co p 'L v N p4(,ri�J.-.�: > Q fn d U cur ar to w C •� r 9p� ! �.. m Z G' C tJ ! �6 (Q l�4 YII0 SO E= cyq m > (D N Q '" i �F1.,. r:il' 0 0 0 0 4 0 0 0 O m E o 2 U r N2":Eng'yds r. re :,(•� !—F--i— F—h H •Qo m ar O m C N C-0 0 G IfEu=a? 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N .o 2 m 0 S m o r b ai o coi c m a w o m a� ae m m :: m p c .0 m p� c m a c°� 2-1 m N y y y p N k eco a > co N � � c r o c > m o0 0 � E �Q s� � p � m m j in y p aN v `c 0 .2 (L)o� � a = b y oro c a m b U O a m m E `� x co u y b0 m c m m o ra 0 +�o o I E p vN r D O Z 9L u w m w o = N c a c �' o 0 to m e tv to o` 'c'mi R c ro p y V m N C O m C O x E C m O C ,+ U '^ m .0 c C m m N.� m Om m - O N C O O m 0 cx O N ;O ID V io N j C O N y M E C ro m "co w } tlJ'i7 Z 0 m -co J O N "1 a m 0 .b co: G E L m m 76 e Q b m J b `^O- C O h N m N S yN N ob c m +~• j O O E = O O U 3 m O O 0 m 7 O •C m N > N x U m U. > E N z CD 3 a c v .a v r m a 0 O '� m V m ro U m O O U co a 100 d h '� . a b � is at � ow > 'dd b N N X y tv c .-�`• w O J W_0 m m y b b b N 3 v > p O O OC C b U 4 E & Op - R. wmL m 0 y >, Ci U = O p E N m O a d H b g 0 0 0 ai C 0 ,C tU u ro F- N --o O _ C m N \ {h C r ep o U m a_ _ N m N m N m N .N N A x c N = m C :l m o:c a s N E 'TS N r O MI, 'tt *a a9 2-0 « N 0 C O'N c(pmQ V �N�' (UJ .0 > m m m C N U C m 27 U y > m p C c 07 co A >E„ NO> Oy ci >o 'tc ° 3O mp = c t v c v mO v E ,§ m m W ' m �bOV i asci rn 00 a c .c o m N a m� C .2 ar m o m'o .a o m _ = 0 o wo m - y m E aero Mm E o >, aa E ca Q g w 0 0 o m 2 r �C a m 0- za REV-i5o8 EX+(ii-io) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH /. Pi>DrolSo�hs irk /,C e,4 Laur>✓/ /2u� �o�cry Sc ! .9� 'gd7,l3 �, Lihe 7A 9 Se 4vvO/ . r"es (5e, ji�men f �decf a11�a cl a a') Pn'PP-r � Syron L. �i-+��n rLna/ Susan E'. ,E3nvwn,. h;s 6u, �Gio.00 Prortib'ons fon .5able of a113 4),1qre Dr- ptv'P.`w y Bs► SCh ecl. �. f - A, L-►'r1B �D�-, CONnfiy �iyccs 3'9D•o! 6, AsSessmelt (se. v 1)/7axes C. I;ne ya?. A5Sw,ia&0 Dues 8t��kers �G�o r) osa/e Nov. 30, � NPS ��D98,S'O (,See Aee/,or- "l) oSit�l d �oerc>!r��cl �'- oS/1 c e,� elf DO-oo Sade o (N,,rro1W Ta;�b�..zer rv,1t� L'hevrole,f ..1.rv�ret SE 5 �o H F H ChGvrold D'� SA%I�I3ens bc�r-�, �� 157 SbD. oa (See reeeipt (eA-aeAte/) -7 Afun d opam. Rx l a. SD q Rel �rlc Zn 3 rn r. l 113.00 ro. 146nd . F m, 6trkhe; mer, Hea.lirt9 F 13,67 TOTAL(Also enter on Line 5, Recapitulation) $ If more space is needed,use additional sheets of paper of the same size. 1-3 6;w iolae 040 emir_ QeweA __ l6. /l��►d u.s�T�risar ��n�%����.._____--------------------._._..______--_-_ ��, 986.�'---- _. 1 Wd.v 4 A. Vep t W /how ue_--_- - _------- __----------- --rte g�'°O - .. .......___._ __ .... _ -------- - .__ .._ -------_.�...__...._._ ...._..- .._............_._... ._ .. _.._._..._.... .----------___.-------.__._...._. - --.__......._.._ _. - .. ..----- ........ _ ... ----.. ... ................_ .... ... . i L Ved (4c , �a 1`135 1 BYRON L. BR01NN Z�rJ� r.:. SU$AN .SRO.WN sa3�d:s33o .. 380 BTEINFELT RD 7 iotdtUosa36s3 RED UON;PA 17356 f G.� 111-3 ate Pay zo the � `` / I&"S j�> prderof r�{rC7[ C /��'� v17,ic C/ / 1 z fd Q r' Dollari 8 6U p WCC is 77 F For ! G Nr.. 10005031 '101.0 of 83;616 ��i'0 24`:54 •ter'•.. ► .__.�.._ _...�_...., t • BRICKERS AUCTION Buy & Sell on commission - Complete Sale Service 93 Texaco Rd., -Mechanicsburg, PA 17055 766-5785 Personal Property of f S SH 1,5.1 .� S7- Address Sola At Public Sadef�1 a v, 30f* 201 Outstanding Total Sale /J �l�g f -U Thai.Checks 73, ✓ Total Cash Cash After Payout ' J Auctioneer & Bits Ads. hast 0, 0 Plop 'e'Fw sale setup or Help 13b6, t)6 Tots! Expenses 3 3 3 0 U b / 6,s-0 ��c�/K FLA -` f 3 s'u.�' �J tXND "C SNEEt�Y ATCORNE-) A'F tAlttif z a 9 5 s X27 S MARKET ST '_ MECHANICSBURG F'A 17055 baifi N�QB Y PH {717}697 7054 �.�`, ORDER OF '.. i ,... ,.....,. .�. .« d0'l:LARS METRO BANK ;eat«F e.mot : FOR st•OQ 3 9 3 511• Ii;O is 3� i;8 4.6 : ..3 ?30 3 5 3.911• Chevrolet Cadillac Inc. 730 E King St Shippensburg, Pa 17257-0098 (717)532-2121 Date : 10/17/13 Phone :717-532-2121 H&H Chev Cad Inc is purchasing 2 vehicles from the Estate of Charles E Shields: 2004 Chevrolet Trailblazer $5,200.00 VIN# 1GNDT13SO42389235 2011 Chevrolet Impala LS $10,300.00 VIN#2G1WA5EK7B1114110 Check#355973 $15,500.0 H&H Chev Cad Inc-Purchaser Estate of Charles E Shields- Seller Chevrolet Cada("iac ` E�st�Kin�� .nepet PO:B^b,x�pB�� � �73 371p()E:T�SbC3f() fr/-, '1 t/�J�7..�9$ .,i,a'� :; TbNK � �� etetpx�e793 52 2T1`; r ,z a W NPA„z., 10M 7l�01 �55 t�bll.fkee (E>3 21'21 &w,6o�7s',S� www hhck�ev>com r AMOUNT y.. '%' 'y' 5 any a .i r PE akxayf Ft t� hO Sd n°d,`V1.7 t` ed Dani �' tS void rafter gra bays ; —14 ro ESTATE OF:CHARLES`;E S1If=LDS `rte Cif �1z43 FOXFIRE DR ��DI:R 4 b 1'L F -S. fib�{,�..:. g �4�1VIECNNICSBUR(y P F''�70556166 � �� �3����� R.""i?� Y .r 7 SECURITY FEATURES INCLUDO DETAIN$ON BAGK`:. 80- 11,00035597311' 1;031315036 :000 116769►l' REV-1510 EX+ (08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN, MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Charles � Sti,P.�a�S •z/-l,3-/o/9 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECO'S EXCLUSION TAXABLE INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. hut-I" Sfanle& rivnd s: 51jvC V. r0a� f 7.- C'e Cu.sf �lecha�i�cs 'a7 . ECA Fd a Ca,/es R S�i,e- 5S q.S. Go vt scc.,Z ri h p 8.z 7 ;579G$ sXa/rs �•S$pp,-Stiare Zr X62,w7..8 /0090 .77� 1 Cfee 1wo1Xi;1yj .5takwe4taod kslar,41 P- tee d� rxfluched1 %S ibul►on Ya Son Cha.-les F. 5h;dds Y.? son Car! D. S h gilds TOTAL(Also enter on Line 7, Recapitulation) $ If more space is needed,use additional sheets of paper of the same size. hiar^lam N?laif NOWS Sports Fina-ce 4.ICather Games Groups Answers Screen Fiickr Mobile I more Search Fitlanre 38jtgfltiriNeb Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC Enter S rnlwl Lx>k t Mon.Jun 2,2014,10:37AM EDT-US Markets close in 5 hrs and 23 mins Report an Issue Dow 4.0. Fd Amerttrade� QrE , 060-019 Morgan Stanley US Govt Secs B(USGBX) Follow Get the big picture on all your investments. Sync our Yahoo portfolio now 8.8.3 t 0.01(0.11%) May 30 i, .Y y, P Historical Prices Get Historical Prices for. ........................_.._.....-......__..._.............._.......................-.................................._....._....._._.........._............ .................. ......................_.._... _............._........_...__..............-..-........._......._.._.._........__...._..............._.._....................._.............._............_..._... ...-_......_.._... Set Date Range r- _ {)Daily rt StaDate: IF" (2-013 Eg.Jan 1,2010Weeky t L ----- — End Date: $gp„q_,:;>:: 13 _ 2013 `-Monthly �.Y� G�� — Dividends Only cet_:;Prices First I Previous I Next I Last Prices v 1 Date Open OHgh Low Close Volume Adj Close' Sep 13,2013 6.58 8.58 8.58 0 8.43 adjustedor dividends and splits. First I Previous I Next I Last Download to Spreadsheet Currency in USD. £ y � x� 5 ±C � aF 1-0000050M 01/01/14-03.06.55 Morgan Stanley Investment Report Morgan Stanley Funds ' PO Box 219804 Kansas City M064121-9804 January 1,2013-December 31,2013 Page 1 of 3 IllllllllllllnllnlllIIIIIII(Irnll„Il,lllll,lllu, rin STATE STREET BK&TR CO CUST Access (800)548 7786 MECHANICSBURG AREA SCHOOL Your Account DIST FBO CHARLES E SHIELDS 001429 2113 FOXFIRE DR r On the Web www.morganstanley.com/im MECHANICSBURG PA 17055-6166 For account number(s),refer to page 2"Account Summary' `�otal.PortFdllo Valine..as°titbecembec3`I.2o1$;� � ` st . ;r �*�� '� itt� fi To obtain Fund Information,including $62,689.95 performance,prices,and literature, please visit www.morganstardey.com/im. r �ort#otroU!�lue.Summafy .. : �::� ; t _ Quarter-to-Date Activity Year-to-Date Activity Beginning Value $63,056.45 $65,746.57 Investments/Contributions $0.00 $0.00 Withdrawals/Redemptions ($420.00) ($1,620.00) Dividends/Cap Gains $416.79 $1,553.39 Change in Portfolio Value ($366.50) ($3,056.62) Total Portfolio Value $62,689.95 $62,689.95 Change in Portfolio Value is the difference between the Total Portfolio Value(closing value)and the Beginning Value. t- _ 0.g,�... S�Et.Q��01Cd#I�p as of Deeem6' 31 2013 t F fi� Percent Asset Category Total Value 0.00% Equity $0.00 0.00% Liquidity $0.00 0.06% Global/International $0.00 100.00% Fixed Income $62,689.95 0.00% Tax-Free $0.00 0.00% Specialty $0.00 0.00% Domestic Hybrid $0.00 100.00% Total $62,689.95 NIS I..-29 100-.07256330 10.03786.03786.CNSMS IIT.INVMMS........MTI.......000005009 -000005009 01/01/1403.06.55 Morgan Stanley Investment Report Morgan Stanley Funds . PO Box 219804 Kansas cm Mo 64121-9804 January 1,2013-December 31,2013 Page 2 of 3 i o$ 5C - J:, Fund Name Beginning Value Investments/ Withdrawals/ Dividends/ Change Closing Value Fund/Account Number as of 1/01/2013 Contributions Redemptions Cap Gains in Value as of 12!31/1013 Morgan Stanley Sponsored Retirement Accounts* U.S.Government Securities Trust B 5043/7446943 $65,746.57 $O.00 ($1,620.00) $1,553.39 ($3,056.62) $62,689.95 Total All Accounts $65,746.57 $0.00 ($1,620.00) $1,553.39 ($3,056.62) $62,689.95 *Includes only Morgan Stanley sponsored retirement accts with State Street BK&TR as custodian,excluding all other retirement accounts. Change in Portfolio Value is the difference between the Total Portfolio Value(closing value)and the Beginning Value. Contributions Summary Fund Name ;�,,? Prior Year Current Year Fund/Account Number Contributions Contributions U.S.Government Securities Trust B $0.00 _ $0.00 5043/7446943 Total Morgan Stanley Sponsored Retirement Contributions $0.00 $0.00 < � �% 0,'y 4 r r � v i'v 1 $i�� z..;. A+�c bun t Transactrons ..... U.S.Government Securities Trust B Fund/Account Number 5043/7446943 Year-to-Date Dividends $1,553.39 Tax ID Number Certified Year-to-Date Capital Gains $0.00 Account Owner State Street Bk&TR CO Cust Dividends are Reinvested Mechanicsburg Area School Capital Gains are Reinvested Dist FBO Charles E Shields Trade Transaction Dollar Share _ Shares This Total Date Description Amount Price - Transaction Shares Beginning Value as of 1/01/2013 $65,746.57 $9.03 7,280.905 01/29/2013 Income Reinvest $132.13 $8.97 14.730 7,295.635 02/26/2013 Income Reinvest $131.79 $8.98 14.676 7,310.311 03/11/2012 Sys Normal Dist-Chk ($400.00) $8.95 (44.693) 7,265.618 03/26/2013 Income Reinvest $114.62 $8.97 12.778 7,278.396 04/26/2013 Income Reinvest $130.75 $9.01 14.512 7,292.908 05/29/2013 Income Reinvest $132.17 $8.88 14.884 7,307.792 06/10%2013 Sys Normal Dist-Chk ($400.00) $8.82 (45.351) 7,262.441 06/26/2013 Income Reinvest $106.46 $8.68 12.265 7,274.706 07/29/2013 Income Reinvest $131.04 $8.69 15.079 7,289.785 08/28/2013 Income Reinvest $127.38 $8.61 14.794 7,304.579 09/10/2013 Sys Normal Dist-Chk ($400.00) $8.57 (46.674) 7,257.905 09/26/2013 Income Reinvest $130.26 $8.66 15.042 7,272.947 MSI..+29200.,0725633010.03787.03787.CNSMSIIT.INVMMS........MTI.......000005009 I-000005009 01/01/14-03.06.55 Morgan Stanley Investment Report Morgan Stanley Funds PO Box 219804 Kansas city Mo 64121-9804 January 1,2013-December 31,2013 Page 3 of 3 ACCo�nt?tanSactllDnS. ...�cdntinued"fi�om revltius:, y, `° '� ` �1 " ' U.S.Government Securities Trust B Fund/Account Number 5043/7446943 Tax ID Number Certified Trade Transaction Dollar _ Share _ Shares This Total Date Description Amount Price — Transaction Shares 10/29/2013 Income Reinvest $142.33 $8.71 16.341 7,289.288 11/26/2013 Income Reinvest $125.05 $8.69 14.390 7,303.678 12/06/2013 2013 Fiduciary Admin.Fee ($20.00) $8.65 (2.312) 7,301.366 12/10/2013 Sys Normal Dist-Chk ($400.00) $8.68 (46.083) 7,255.283 12/31/2013 Income Reinvest $149.41 $8.62 17.333 7,272.616 Ending Value as of 12/31/2013 $62,689.95 $8.62 7,272.616 Thank you for choosing Morgan Stanley Investment Management.Your satisfaction is important to us.If you identify any inaccuracy or discrepancy on your statement,it ispour responsibility to notify us prom tly but no later than 10 business days.following receipt of your initial confirmation. Yo further protect your rights as a customer,oral communication should be reconfirmed in writing. MSI..*29310•.0725633010.03788.03788.CNSMS IIT.INVMMS........MTI.......000005009 Rev.01/2014 �G=J WHAT DOES STATE STREET BANK AND TRUST COMPANY G=J (STATE STREET) DO WITH YOUR PERSONAL INFORMATION? Financial companies choose how they share your personal information. Federal law gives { consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect,share and protect your personal information. Please read this notice carefully to understand what we do. �rrr t.,y.:'b��,:n.. ��5',F`,'v�tip'• The types of personal information we collect and share depend on the product or service you have with us.This information can include: . �, N a. Social Security number payment history account balances transaction history a account transactions retirement assets. w y When you are no longer our customer,we continue to share your information as described in this notice. All financial companies need to share customers'personal information to run their everyday business. In the section below,we list the reasons financial companies can share their customers personal information;the reasons State Street chooses to share and whether you can limit this sharing. K � m a sh eat =ca sh e, flu4�ter oiial in o r arorr"� D, areeLiae Garr� o :finrrtaa For our everyday business purposes — such as to process your transactions, maintain Yes No your account(s), respond to court orders and legal investigations,or report to credit bureaus For our marketing purposes — No We don't share to offer our products and services to you For joint marketing with other financial companies No We don't share For our affiliates' everyday business purposes — information about your transactions and experiences No We don't share For our affiliates'everyday business purposes — No We don't share information about your creditworthiness For nonaffiliates to market to you No We don't share `1. Call (800) 548-7786 STATE STREET® SSBFDS2014 REV-1511 EX+(10-06) SCHEDULE .H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES.& INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER G'hweles R ,W52-1c Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Mcr.I�1GZ21 �hLYY61 f�©n'!G � �?eG�taricsb�� �!`�� 5�76•�'8 Shtpiietrlsh�rrirr �!�/��./ne}�,�,SE '� ly3..3o 3 i,-1,len ,94AfJ , knife/ Mp-)W,4sf . 'dso.eo !?`, �in�rit,Li �t�lloria/s /6.51APb B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions n/ -/ r Name of Personal Representative(s) ( ryQ�/BS d�IG�G�S 7i /WajYe Street Address �L &J4 City ReM&nir-SIfrq State p/¢ zip Year(s)Commission Paid: 2. Attorney Fees Cj'{ries E. o�/7/e� LJ4 iYCd . 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation) Claimant_ /✓o '041E _ d-Z'L/G/,BL F Street Address City State Zip Relationship of Claimant to Decedent 1 / l [ _�.�[[ � � ��11 ,�A 4. Probate Fees 1Gc D//yN la i.5.5,0 e, S/�8. Cerl/r7CGJeS (s�reirnb. ee�JCpIF17•�i°R ) 5. Accountant's Fees rv� k 6. Tax Return Preparer's Fees P,# A54/ SWO- 7. TrAns fer Tyr oa .%21e o/ Laurer/ ki-n see Seh%,weoi 6%7e So�� 8: Cl ryes acs des o/I .sa/e oI� a//3 fvx�ii,✓ Dr. P r P`r6 (see sa.Vemeot Yhed abcl4eLf) Q, L,ija 573, cIZ• flluarfra' � x/9. 4/ ��� eo�lf�•shut) TOTAL(Also enter on line 9, Recapitulation) $ �O� 3 S7 9 (It more space is needed,insert additional sheets of the same size) �s'T F C Rl�s L•. s �./ A/46,O V--13-/a/9 t 703. rs 1 nn hel/U /i/i/�tAAS �60•.�0 6. Renu/c Cod: .¢//moe'wev ' 06 1301. /�iltG�'ic�l �o�J 3olufions � �.�— G' e 13Q8. /W Qlcarra^mower L,�jc /3 D Z/it res --D o i Zea be __..____.-_.. ___�- %nc- l3/I -. _ 11• Digs _ /}�/uw%ur! oD inn ----- --- �33a.oo_ PNC 4 r,,��/����(,��,�f-�+-���le �1yx�,��: C.� t..Sy_5.��►i___._-____..___-_.-__1_ 3._.7_._4.___.. Ago,,, yu Pewelee- --__ ev k4o;.& c ASA 63 - __--�o7a��--� ak�_`eu�,j����i�j�J�c�p1�1�✓._.oeiytay�2�,�..c�..— •j/�°'a_---- 97-— ----- �o ,p <� 17 00, 00 3 of a f i CAWL EY 3 Pan 'toll r� 9s1-1�.�.� cryfor 1. 3PPP 7/ -7 s ----------- s`/• /n��l ,LL&16h41.6Wwn/e Fee A, Si__oJ�f�✓i%/s 675,o� .--------�s ----Qe►mbwr�u_r��_�_.��►ArIGS �_��L_��—�' �' _— brcakdowri_aAcAec1�_ ... ........ ___..---..._____-------....__.._._.._.__-......._._.___..__..._.___._.__---.._.__..._.._..----.---.-----_..-.__.___.__.._................. ------------------ - - - -- _......__._......_...._......_...._........._.._.._._._ ----- __..._..._.._...._.__... -- ................- --------- - ...._._.-------_ ..-- _._.-------- ._..___._._.- .... .............__.____.___ .......__._._.._..__..__......_.....____....__....__...._. i No. Z/ R.F.•����•�__R-�j�l��Qs�r�/v rs ____.._________._..___.__...._____-_ JA ry �i , .2I 8 - --- -= - - . . - . 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REV-1512 EX+(12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, . INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF ' FILE NUMBER �r/e�s � oS►�r�ela�s al%3-/0/9 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH >: N 1) Gva u a29,og PPL /6 6,70 den e le,e, ��7. y3 T "&3.9y �, l�lJ�l sl!/y1G✓ LGllu 1a✓ ��'I 0 f . 6P P61-7rCon c 1� / a 63, �Zg i d .S ir.'� �`lyfiCi4rlJ`viGEs S�/o•oo 4, paTito E �.i�St � 30./S /1. .Spee%EI Yen t m�c n cy e s 2.00 Alome 9rkZ0.c IS /7 AoG 35 •�a 40t- 144 Re41e-n4ie 7,w / 000.o0 G� 000-mo TOTAL(Also enter on Line 10, Recapitulation) If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Ugdes F o54;e1,Xs Al i3/0/9 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE. I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).) 1 Char/es •�. Zl%e%/s 2F .3/1-16 ?1e Z)1 Mec4m jcs�if P4 /7o 5S Z Ca.r/ D. .54j arils Soh �2 rrs;dU e �3okhave��, P� Iq o 1 s 31 h1iIleA-s C�a�' �'� blood re ee04c yr a W,� SODo0 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: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. �I?eclian►csbu fna5e" A oc;&)hon a/o 1?,'chd rd C- q.q w. Ink)h �F VYle�hani cs bu►� , p!� tea s� O, Dot). 00 TOTAL OF DART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ O� DDD• ° If more space is needed,use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF CHARLES E.SHIELDS 1,CHARLES E.SHIELDS,an unremarried widower,of the Township of Upper Allen, Cumberland County,Pennsylvania,being of sound and disposing mind,memory and understanding,do make,publish and declare this my Last Will and Testament,hereby revoking and making void any and all prior Wills and Codicils by me at any time heretofore made. : 1 1 direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. In the event that my NET Estate for the purposes of Pennsylvania inheritance tax calculations equals or exceeds the sum of Five Hundred Thousand($500,000.00)Dollars,I make the following specific bequests and gifts: A. 1 give and bequeath the sum of Forty Thousand($40,000.00)Dollars to the MECHANICSBURG MUSEUM ASSOCIATION to be invested in good and-safe investments or in a-trust,as the case may be,the income therefrom to be used from time to time as the Museum Directors or Trustees,as the case may be,deem most fit and proper. B. Five Thousand($5,000.00)Dollars to my trusted and loyal friend,KEITH A. WAGGONER,in appreciation for all of the help and kindnesses which he has extended to me over the years.If he should predecease me,then his share is to go to his widow,HELEN WAGGONER. If she also predeceases me, then this gift shall lapse. C.. All the rest,residue and remainder of my estate,real,personal and mixed, whatsoever and wheresoever situate,to be divided into two(2)equal shares, one(1)share to my son,CHARLES,and.one(1)share to my son,CARL. Should either of them predecease me and be survived by children,natural or adopted,then to such surviving children,per stirpes. Should either of them predecease me and not be survived by children,natural or adopted,then to the survivor of my two(2)sons or that son's surviving issue,per stirpes,as the case may be. D. Should both of my sons have predeceased me without leaving any surviving children,natural or adopted,then all the rest,residue and remainder of my estate shall be divided as follows: Page 1 a. One-half(1/2)thereof to my daughter-in-law,SUSANNE SHIELDS, provided she was still married to my son,CARL at the time of his death. b. One-half(1/2)thereof to my daughter-in-law,DEBORAH BEAMER,provided she was still married to my son,CHARLES at the time of his death. C. In the event either of them has predeceased me,then to the survivor of them. E. In the event that all of the above persons have predeceased me,all the rest, residue and remainder of my estate,real,personal and mixed whatsoever and wheresoever situate,shall be distributed to the MECHANICSBURG MUSEUM ASSOCIATION upon the same terms and conditions as above stated. 3. In the event that my NET Estate for the purposes of Pennsylvania inheritance tax calculations should be less than the sum of Five Hundred Thousand($500,000.00)Dollars,but more than Four Hundred Fifty Thousand($450,000.00)Dollars,my Estate should be divided and distributed as follows: A. The bequest in Paragraph 2A shall be reduced to Ten Thousand($10,000.00) Dollars. B. The bequest in Paragraph 213 shall remain the same. C. All the rest,residue and remainder of my Estate,real,personal and mixed whatsoever and wheresoever situate,to be divided and distributed as provided for in Paragraphs 2C through E above. 4. In the event that my NET Estate for the purposes of Pennsylvania inheritance tax calculations should be less than Four Hundred Fifty Thousand($450,000.00)Dollars,my Estate should be divided and distributed as is provided for in Paragraphs 2C through E. A. Additionally,It is my wish that my said sons will see to it that a respectable gift is to be made to the Mechanicsburg Museum Association for purposes Page 2 similar to those expressed above in memory of my beloved wife,Jane B. Shields and that should my friend,KEITH WAGGONER or his wife survive me,that some small token of my friendship is given to them. 5. I nominate,constitute and appoint my two sons,CHARLES E.SHIELDS,III,and CARL DEAN SHIELDS,to be Co-Executors of this my Last Will and Testament. If they should predecease me or for any other reason be unable to serve as Co-Executors,I appoint PNC BANK, NATIONAL ASSOCIATION of Mechanicsburg to be the Executor in their place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of Wills for the purpose of administering my Estate. IN WITNESS WHEREOF,I have hereunto set my hand and seal this A4/ day of ,A.D.2013. SEAL) CHA ES E.SHIELDS Signed,sealed,published and declared by the above-named,CHARLES E.SHIELDS,as and for his Last Will and Testament,in the presence of us,who at his request and in his presence, and in the presence of each other,have hereunto subscribed our names as witnesses.. Page 3