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HomeMy WebLinkAbout04-20-05 CGMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NEER FRANCIS 0 70 GREENFIELD DRIVE CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 212-40-1394 FILE NUMBER: 2105-0097 DECEDENT NAME: NEER RUTH E DATE OF PAYMENT: 04/20/2005 POSTMARK DATE: 04/20/2005 COUNTY: CUMBERLAND DATE OF DEATH: 01/27/2005 NO. CD 005232 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $9,503.37 I I I I I I I I TOTAL AMOUNT PAID: $9,503.37 REMARKS: ESTATE CHECK CHECK#126 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS ,. "h" GLENDA FARNER STRASBAUGH REGISTER OF WILLS , ~~~ ~~") ~.5"~ ~~Q.') RE~.1~;~~ .,:;\ \o-v..,~r ~" COMMONWEALTH OF ,. PENNSYLVANIA . '.. DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W C W o W C w ..., lo:::$1I) uO::lo:: wa..u J:oo uO::..J a..1lI a.. ~ .,. "S~ ~~~. ~ ~""'~\ ~~ REV-1500 OFFICIAL USE ONLY FILE NUMBER eX ~ - ---LJ 5" COUNTY CODE YEAR INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Alc:.f:. t( TN E ~ --.-O~!t L NUMBER DATE OF DEATH (MM-DD-YEAR) SOCIAL SECURITY NUMBER c7? / J. - '10 39'~ DATE OF BIRTH (MM-DD-YEAR) () I -.;? -;( 0 () (p - ~ 9 - /91 (p (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) F. /}-Tv e.1 .5 0, I'Ve e-/Z. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [A] 1. Original Return o 4. Limited Estate o 6. Decedent Died Teslate (Attach copy 01 Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date 01 death after 12.12-82) o 7. Decedent Maintained a Living Trust (Attach copy o!Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date of death poor to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to lax under Sec. 9113(A) (Attach Sch 0) I- Z w Q Z o a.. II) w 0:: 0:: o U ~ t(F .Jast::~/~ J'). 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (tolal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) z o 5 ::::) I- 0:: <( o w a:: 14. Net Value Subject to Tax (Line 12 minus Line 13) I;;' 37 J-k,u...y ~,jtc:- C~JS lE "'/'I /70/3 (1) (2) (3) (4) (5) Cj '7, tl~ I fU) J- 8'9. (,~'i,92.. , OFFICIAL USE ONLY . r-- /JI /3.f, 00 I ~.. (6) (7) c::) .... (9) (8) ~ 'I, .'3 {, 7 . v,} J..j ). f) () to 9 I, fll 0 , 0 ~ (10) (11) <<Jf J L.j I Ol (12) bfo7,31)/ (13) (14) t., (,7. 398' SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 5Y7, 3q~ J ;:;"0 000 x.O_ (15) x.O_ (16) x .12 (17) f., 5 t. <6 7/ 710 x .15 (18) J &" () 00.00 (19) t~fo~7,1~ z o ~ ~ ::::) D.. :E o o ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a}(1.2) 16. Amount of Line 14laxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14laxable at collateral rate 19. Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 Q.;-sV- -_."~ '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF tfUnl 1;. MEE/Z- 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 which is jointly-owned with right of survivorshiD must be disclosed on Schedule F. ITEM NUMBER 1. FILE NUMBER 6/}- oS- 00091 DESCRIPTION VALUE AT DATE OF DEATH l?e~/k~aI 1& 6lUeithek/ ;O/Vw- i ('b,vlt!Jk I /;1 ( Y 1- 1'-11e~-r /x k/XL ClJ- r- Cthl I. ~ .4J1~/~o-t ~du/ (~/99;t'lJcJ. p(; ) 91 @,tI) / TOTAL (Also enter on line 1, Recapitulation) $ q 'I, AA9 . ~ (If more space is needed, insert additional sheets of the same size) SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS LOCATION: 70 Greenfield Drive Carlisle, Pennsylvania TAX PARCEL NUMBER: 40-24-0748-153 IMPROVEMENTS: One-story detached single-family dwelling. PROPERTY RIGHTS: Fee simple interest. OWNERSHIP HISTORY: The subject property is owned by Ruth E. Neer. The property was purchased on September 24, 2002 for a reported consideration of $190,000 and ownership transferred on Deed Book 253, Page 3522. SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an estimation of the property's highest and best use, consideration of all three approaches to value, and the application of those relevant to the valuation of the subject. OBJECTIVE: To estimate the market value of the subject property as unencumbered. EFFECTIVE DATE: January 27,2005. HIGHEST AND BEST USE: Continued use as a single-family residence. COST APPROACH: N.A. SALES APPROACH: $194,000 INCOME APPROACH: N.A. FINAL VALUE CONCLUSION: $194,000 2 APPRAISAL CERTIFICATION I hereby certify that upon application for valuation by: THE ESTATE OF RUTH E. NEER the undersigned personally inspected the following described property: All that certain parcel of land, with the improvements thereon erected, situate in South Middleton Township, Cumberland County, Pennsylvania, bounded and described as follows: Beginning at an iron pin set on the northern building line of Greenfield Drive at comer of Lot 2 on the Final Subdivision Plan recorded in Plan Book 84, Page 66; thence by building line on the said Greenfield Drive, North 66 degrees 58 minutes 52 seconds West 63.51 feet to a point; thence continuing along the said Greenfield Drive, by a curve to the right having a radius of25 feet, a distance of 36.77 feet to a point; thence along the Eastern line of Rock ledge Drive being 30 feet from the center line thereof, by a curve to the right having a tangent of 450.26 feet, a distance of7.87 feet to a point; thence continuing along the eastern building line of the said Rockledge Drive, North 16 degrees 17 minutes 16 seconds East 227.13 feet to an existing iron pin; thence by lands now or formerly of Todd L. Thumma, South 73 degrees 48 minutes 46 seconds East, 174.58 feet to an iron pin set on line of lands now or formerly of John H. Castles; thence by lands of the said John H. Castles and lands now or formerly of Dona M. Heishman, South 11 degrees 50 minutes 31 seconds West, 129.30 feet to an iron pin set being the comer of Lot 3 on said Plan of Lots; thence by Lot 3 and Lot 2, North 73 degrees 42 minutes 44 seconds West, 99.51 feet to an iron pin set being a comer of said Lot 2 on said Plan; thence by said Lot 2, South 16 degrees 17 minutes 18 seconds West, 139.11 feet to an iron pin set, the place of beginning. Containing. 7904 acres and being Lot 1 on said Plan of Lots. To the best of my knowledge and belief the statements contained in this report are true and correct, and neither the employment to make this appraisal nor compensation is contingent upon the value reported, and in my opinion the Market Value as of January 27,2005 is: ONE HUNDRED NlNETY-FOUR THOUSAND DOLLARS $194,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. Larry E. Foote Certified General Appraiser GA-000014-L 3 ~'~~'l'''' .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~ HUn! SCHEDULE B STOCKS & BONDS E. IVcete FILE NUMBER 6l1- tJ5"- O~<?7 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. S-u ~ II~f TOTAL (Also enter on line 2, Recapitulation) $ 5~ J ~ <6' if. C(L {If mnrA Q.n!:ll"o iC! noortcrl inC!.Clrt ~rtrtitinn'=lll ~h.o.o.to nf tho. o~rn.o. ol~o.\ .FEB-'11-2005 FRI 09:27 AM ORRSTOWN STONEHEDGE 17172490 ORRSTOWN BANK Page 1 A.set Review Security Detail Accou~ RUTHE.NEER Number 81 For All 6ecurltlH Security Name SnlreR/Par Unll Market Inveltment COlt Market Value E Balfa Annul ACE CAP TR I PFD "00.0000 25."6 10,500.00 AMBLER PA 3.16% 6/14 25,000.0000 101.217 24,871,00 AMERICAN EXPRESS CO 300,0000 66,82 3.022.00 AM VANGUARD CORP 200.0000 37.22 4.370.50 CAMDEN CD 3% 311"/07 25,000.0000 98.458 25.000.00 CITIGROUP INC 200.0000 49.78 6.612.00 FPL GROUP INC 500.0000 79.7 9,393.00 39,850.00 FFCB 3.26 12/29/06 20,000.0000 99.663 20,000.00 19,912.60 FFCB 4.04 12/17/08 10,000.0000 99.25 10,000.00 9,926.00 FFCB 5.75 8J4"" 15,000.0000 1 03.626 15,000.00 15,543.75 FHlB 4 10/27/08 26,000.0000 99.906 26,000.00 24,976.60 FHLB 3.18 12/29108 10,000.0000 99...89 10,000,00 9,946.90 FHLB 4.7612/9/10 10.000.0000 100.688 10,000.00 10,088.80 FlilB 3 9/28107 10,000.0000 98.375 10,000.00 9.837.60 FHLB 50/0 5/17/11 10,000.0000 101.313 10,000.00 10,131.30 FHLB 4,2612129109 20.000.0000 100.376 20,000,00 20,076.00 FHLB 4 8/27/08 20,000.0000 99.219 20,000.00 19,843.80 FNMA 8% 2/17/25 10,000.0000 111.14 9,954.00 11,11".00 FED ULTRASHORT BD 6,263.1580 1.87 10,000.00 9,842.11 FORD 7...5% 7/18m1 10,000.0000 100.685 10,000.00 10,068.50 HillS 6.12610/1/13 10.000.0000 104416 10,018.00 10,441.80 LANC CO PA 4 6/1/1tj 15,000.0000 102.97" 15,000.00 15,"46.10 MIDDLE BY CORP 200,0000 60.092 3,740.08 [ 10,018.40] FED MONEY MKT-PRI 182,"43.2000 1 182,"43.20 182.443.20 FED MONEY MKT-INC 8,046.4100 1 8,046."1 8,0"6.41 PENNSCD 4.8611/16 20,000.0000 105.489 21.142.00 21,097.80 PITTS PA 5.12512/31 10,000.0000 105.519 10,021.00 10,551.90 PUBLIC SERVICE ENTER 300.0000 642 7,898.00 L 16.260:EEJ Total. 472,111.7810 121,130.17 6111,184.12 ,.,,~"."~, '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF J/'Ee7L Aunt E. FILE NUMBER 01) - 05" -()OO9'7 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. Ql. DESCRIPTION VALUE AT DATE OF DEATH '~ 1f1IeJle..J~ )AI /'Itit m~1 ~A/EEte.-- 6000 ~NOTIi>AJ - .4s ~IJ- u); II (S.f2.12- 4tA/~48'/~SO.) 4/ I;A ~~O v ~ lOu.J HoIl.Jt mt--I) GOe>i?S' gQ) ~ S141 rE - l<5e-o o '-() ~UA/J~S Ifrvo C t.AJ 7?hA.Jl:. ~IOf..\S 1t.fo/lC..K.. - I<.N~ /n:7It5 ItouJ. ~ Hcl-() PI.51fC5. / J 000. Ie) TOTAL (Also enter on line 5, Recapitulation) $ 6} /.).5",O() (If more space is needed, insert additional sheets of the same size) K~lley Blue Book - Private Party Pricing Report - Mercury, Mountaineer Page 1 of2 .~!!!~~ 11"5 ' ''"''" . .... . . .., "'," ;. .-~~. REVIEWS &. RATINGS T AOVICE HOME advertisement )- Search Used Car Lrsungs BUICK: BLUE BOOKll. PRIVATE PARTY REPORT Pennsylvania. April 14, 2005 1998 Mercury Mountaineer Sport Utility 40 "} .. ~. L' Search~Jin~ for Tbls Car List Your Car For Sale.Q_nline Quick New Car Price Quote Free CARFAX Record Check Auto Loans from 4.49% APR Insurance Quote Print "For Sale" Sign Payment Calculator Engine: V8 5.0 Liter Trans: Automatic Drive: 4 Wheel Drive Mileage: 45,000 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Cassette Dual Front Air Bags ABS (4-Wheel) Leather Roof Rack Privacy Glass Running Boards Towing Pkg Alloy Wheels Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title history, the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Private Party Value S.E:!arc_h Local Listinqs for_IbJ~d~ar $8,250 Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation BLUE BOOK Seorch Used { Quickly brm 600,000 USE to find exacl you want. adv http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.P A;392443;P A041 & 170 13 ;+p&722;Mercury;... 4/14/2005 c .REV-151'1EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ({.IA 111 ~, /1/ € €:I'-- FILE NUMBER ;./-- O~ - OOoq7 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: 1. '€ v/ltV~ lJ~d '/1Ie!ls ~If~ I/cMf E j I 1~tJ,li> B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 2. Attorney Fees 303€'PH I), l3u.c'~L~ J E$~/d 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0/.0; 750.". Claimant Street Address City State _ Zip Relationship of Claimant to Decedent Q;l~C1J 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. A-d lJe~hs /11 5 )~ 1-/eA!.S ~ I ;l. I c. TOTAL (Also enter on line 9, Recapitulation) $ ::J if ~ (p 11d U (If more space is needed, insert additional sheets of the same size) / REV-1511 EX. (1-97) ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Ii L{ t1f E' I /tIQ/l- Include unreimbursed medical expenses. ITEM NUMBER 1. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 02/- o~ -0009'7 DESCRIPTION IIttJ6i4ut}tve,C /.Jlt-l- ~ tuntll€7tLi"f',./JtJ - ~.,~U- FIIL€~'" h.fcea,.- AMOUNT LIS; th) TOT AL (Also enter on line 10, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) If );P/) ~Ell.1513 EX. (1-97)_ SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (J, um ~. /II EEl?- FILE NUMBER ~/-()!i - bOO 91 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1. 5eL ~ AtJr, ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ~ 0 S <t: t-- 0'\ = = = ~ I III = I ~ 1ij N Q) 0 ~ Z QI - .- ~ III = = N ~ N ~ ~ = = ~ ~ .. .c - ~ QI ~ c.,. o QI - ~ ~ $. 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(Ij o.~ (Ij 0 0 0 0 ;;; U "'Cl (Ij 0 ~ ~;S-=::t s:-;::: ~ 8;;> 0 g'l:: ~ U ~.!:: ~ ~ Q) ~ ~ "'Cl~~S>'~o-=::ttll)~~~~~il)~.-<~~u~~~~(Ij ~il)il)il)~OZ ~il)il)"".~"'Cltll)>.-il)(Ij..c::(ljo~,<::"_ .~ ~ ~ ~ (Ij ~ ~ 0 tll);:;:: O...s::; il) il) il) ~ ~ en.~ 0 0 (Ij ~ 0 ~OO~U ~~ '~"'ClV~.;!3~~~oo;:j(lj il)~~~ ~~cZi("f')I.O~;;>Z~~-=::tO:-;:::OO("f')t)~~~~~~~~~ NO -~~~0("f')v)~-~1.00~("f')0v)1.00~~~0 O-=::t-("f') -("f')("f')00,~("f') --=::tOOI.O-=::tOO_-=::t~,,~N N_("f')-=::t- -=::t-~-~----=::tv)v)--N ("f')'~~("f') .~u t.;:: il) ~ il) ~ ~ ~ t) ~ ~t)~ ~ ~ ~ t)~ B~t) t) ~ ~ ~t)O <t:~~~ ....... ~ a <t:~~~~~t)<t:~~ ~~~~ ~ ~~~~~~~~~~~~~~~~~~~ffi~~~~~ ~~<t:<t:~~~~~~<t:~-~~~~OO~><::><::><::~~ ~~~~~~~~5~~~~~~~~~~g~~~~8 ~~~O Z~~~~~~~~~~OO~<t:~~~~~ ~~~!~~~~~~~~~~~~~~i~~~~~~ O~~~t)~~~~<t:~~;;>~~~Ui--l~~~~~~~ j ~ LAST WILL AND TEST AMENT OF RUTH E. NEER I, RUTH E. NEER, domiciled and resident at 70 Greenfield Drive, Township of South Middleton, Cumberland County, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. I. IDENTIFICATIONS AND DEFINITIONS (") Co ;;:;>,:: :lJ :0 --0 f"f-l -,- (J ;~~,'2 ~ r; -:..:=~)~ '. ~I ('1 'J .!"'-.C) :'Tl ~:~;~ :0--1 p I am married to FRANCIS O. NEER. I have no children. II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical, funeral, and administrative expenses and all taxes payable by reason of my death, before any division of my estate. My Executor shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other charges against my estates. It is my express desire that my remains be cremated and the arrangements be handed by Ewing Brother's Funeral Home and that my remains be buried in the Stambaugh family lot in Cumberland Valley Memorial Gardens. III. SPOUSE SURVIVING My hu~band and I married later in life. He was previously married with a daughter to that marriage. My husband, Frank, and I have our own separate estates. We own an automobile and a home together. It is our intention that should I die before him or that if he would die before me, the survivor would hold title to the automobile and the house until such time that the survivor would no longer have use for the automobile or home. At that time the automobile or home shall be liquidated and the proceeds therefrom would be equally divided between our individual estates or to our heirs (my brothers and sisters or Frank's daughter), provided, however, that I had not purchased my spouse's share as contemplated in the next sentence. In the alternative, if it is feasible and prudent to do so, and in an effort to keep the distribution of our assets equitably divided among our separate estates, Frank may have the vehicle and home appraised and pay my estate one half the then appraised value of these items. r-:l = ~'::7 Ui S:- ~;-....~ =::: (.,.) :> -- .-. <?,: W <....'1 .J 't ~ j IV. SPECIFIC BEQUESTS AND TANGIBLE PERSONAL PROPERTY I bequeath as follows: I. To my brother, DEAN STAMBAUGH, 2027 Windsor Place, Findlay, OH 45840, the amount of $80,000.00. 2. To my sister, JEAN BLOSSER, 140 Tower Circle, Carlisle, PA 17013, the amount of $50,000.00. 3. To my sister, FAYE TRUXAL, 31 Stonehedge Drive, Carlisle, PA 17013, the amount of $50,000.00. 4. To my sister-in-law, MILDRED STAMBAUGH, 4313 Freemansburg Avenue, Bethlehem, P A 18020, the amount of $50,000.00. 5. To my sister-in-law, GLORIA STAMBAUGH, 1916 Canyon Village, San Ramon, CA 94583, the amount $50,000.00. 6. To my niece, KIM VAN FLEET, RD 9, Box 73, Carlisle, PA 17013, for care, concern, and special services, the amount of $15,000.00. 7. To my nephew, ROBERT D STAMBAUGH, my nephew, 619 W. North Street, Carlisle, PA 17013, for his help, the amount of$15,000.00. 8. To ROBERT M. STAMBAUGH, my nephew, 130 N.E. 44th Street, Miami, FL 33137, the amount of $5,000.00. 9. To MICHAEL STAMBAUGH, my nephew, the amount of $5,000.00. 10. To ALAN STAMBAUGH, my nephew, 185 Edge Hill Drive, Akron, OH 44312, the amount of $5,000.00. 11. To RICHARD STAMBAUGH, my nephew, 6664 Glen Rose Lane, Maumee, OH, the amount of $5,000.00 12. To BARBARA WELLER, my niece, 1310 Montrose Drive, Shelby, NC 28054, the amount of $5,000.00. 13. To WILLIAM BAILEY, my nephew, 1 Wiltshire West, Carlisle, PA 17013, the amount of $5,000.00. 14. To ROBERT BAILEY, my nephew, 1168 Redwood Drive, Carlisle, PA 17013, the amount of $5,000.00. 15. To BARRY BAILEY, my nephew, 4403 Regency Drive, Ft. Collins, CO 80526, the amount of $5,000.00. 16. To STACEY LEHRE, my niece, 587 Grey Friars, Detroit, MI 48217, the amount of $5,000.00. 17. To CHRISTOFER STAMBAUGH, my nephew, the amount of $5.000. 18. To DONALD BLOSSER, my nephew, 140 Tower Circle, Carlisle, PA 17013, the amount of $5,000.00. 19. To JEFFREY BLOSSER, my nephew, 105 Susan Lane, Carlisle, PA 17013, the amount of $5,000.00. 20. To TERESA QUESENBERRY, my niece, 206 Faith Circle, Carlisle, PA 17013, the amount of $5,000.00. 21. To BRUCE TRUXAL, my nephew, 10 E. Oakwood Drive, Carlisle, PA 17013, the amount of $5,000.00. 22. To SCOTI TRUXAL, my nephew, 347 Pecon Hollow Ct., Coppell, TX 75019, the amount of $5,000.00. 23. To KAREN TRUXAL, my niece, 2317 Laurel Cove Dr., Virginia Beach, VA 23454, the amount of$5,000.00. 24. To LINDA KRAUER, my niece, 6 Salt Marsh Cove Lane, Beaufort, SC 29902, the amount of $5,000.00. 25. To BONNIE GUTSHALL, my niece, 320 Enola Road, Carlisle, PA 17013, the amount of $5,000.00. Tangible Personal Property - My husband and I have many pieces of tangible personal property which were brought into our marriage and which we desire to remain in our respective families. Of this personal property the master bedroom set i:tl1E1 till ti,yIli~,L.ugs in the master bedroom are given to Kim and Glen VanFleet. On all other items of tangible personal property we have place a color, adhesive circle on each item. The circles are colored either, green, red or yellow. Any item having a green circle was brought into the marriage by me and my family should have the first option to take any or all of these items. Any item having a red circle was brought into the marriage by my husband Frank and his daughter and her family should have the first option to take any of these items. Items having a yellow circle were obtained by Frank and me during the marriage. Such items should be divided among our families as my Executor determines appropriate, in shares of substantially equal value. I recommend, but do not require, that all such items of tangible personal property be appraised and that the families select in rotation items at the appraised value, the order of choice to be determined by lot. If the families do not desire any item, such item may either be sold or given to a local charity by the Executor at his or her option. 4ttv It> ;;:- ~ V. RESIDUAL BENEFICIARIES The rest and remainder of my estate shall be equally be divided between my brother Dean Stambaugh, my sisters Jean Blosser and Faye Truxal who survive me. VI. FIDUCIARIES Executrix: I nominate and appoint my husband, FRANCIS O. NEER, as Executor of this Will to serve without bond. If he does not survive me, declines to act, or having qualified, resigns, dies, or is removed, I nominate KIM V AN FLEET, to serve as sole Executor to serve without bond. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will, and those powers are incorporated by reference. VII. MISCELLANEOUS Survival Defined: No person shall be deemed to have survived me or to be living at my death if he/she shall die within thirty (30) days after my death. Implied Contract: This Will is being executed on the same date as is the Will of my wife; and it is our intent that certain provisions relating to the disposition of our tangible personal property and our real property be considered joint or mutual, it being our express intention that the survivor be restricted in the disposition of our jointly owned property. Personal Information: To assist my executor, the sources of my assets are: 1. Bank of New York (pension, Lighthouse) 2. Exxon! Mobile Corporation (pension). 3. Social Security Number 212-40-1394 4. Investment account Orrstown Bank. 5. Bank Account Orrstown Bank. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this Will, this 27th day of September, 2004 at 70 Greenfield Drive, Carlisle, Cumberland County, Pennsylvania. I2.rJ (" ~ RUTH E. NEER RUTH E. NEER, in our presence, signed this instrument. Before she signed it, she declared to us that it was her Will and requested that we act as witnesses to its execution. We believe her to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in her presence, and in the presence of each other, sign below as witnesses, all on this 27th day of September, 2004 a 37 Holly Pike, Carlisle, Cumberland County, Pennsylvania. . residing at 1237 Holly Pike, Carlisle, P A 17013. ~ ~Siding at 34 Summerfield Drive, Carlisle, P A 17013 COMMONWEALTH OF PENNSYL VANIA : ss COUNTY OF CUMBERLAND We, Joseph D. Buckley and Cheryl L. Bennecoff, the witnesses whose names are signed to the foregoing instrument, being dilly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as her Last Will: that she signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Joseph D. Buckley and Cheryl L. Bennecoff, witnesses, this 27th day of September, 2004. ~~~ NOTARIAL SEAL KAREN KAY BUCKLEY, ~ NIle ~~~<:rWt~~j