HomeMy WebLinkAbout02-04-15 (2) J � 15�5610149
REV-1500 Ex(02->>)�enns�y vania OFFICIAL USE ONLY
PA Department of Revenue '.'"�`"~ ."�'� Countv Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601 21 14 10 0 5
Harrisburq PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BEIOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
058 18 9511 09 30 2014 11 12 1923
DecedenYs Last Name Suffix DecedenYs First Name MI
Byram Marion F
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
spouse's socia�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.)
� 9.Litigation Proceeds Received Q 10. Spousai 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
Anna Borro Hays, Esquire 717 612 5804
REGII$�ER OF WILL��E ONLY�
�' cJ'� �L7 �
� i..�.,7 �
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First Line of Address �'7 �� ,;-� � ,,;, �
r �.,.- � �,:z
Saidis , Sullivan & Rogers r-� � � ;�r
, � _�:.�
Second Line of Address �'�
:,:+ � � -���i
635 North 12th Street , Suite 400 v
ATE FILED �"' ---�
V.,....
City or Post Office State ZIP Code --; r.._ r"�1
Lemoyne PA 17043 - � �' `�
cr� -n
Correspondent°s e-maii adaress: aborrohays@ssr-attorneys.com
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.
SI N TURE OF PE�N��cPO S BLE FOR FILING RETURN /�� DATE
(:��� � ` ,"\ �.�� %_Ql ! _ . /�'
' Li
ADDRESS 393 Alison Ave e
Me hanicsburg, PA 17055
ATE
SIGNA URE OF P PARER ER THAN REPRESENTATIVE � �r,�s
V
AooREss 635 North 12th treet, Suite 400
Lemoyne, PA 17043
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1,50561,01,49 15056101,49 �
�
�
I 15�5610249
J
REV-1500 EX(FI)
DecedenYs Sociai Security Number
Marion F B ram 058 18 9511
DecedenYs Name: y
RECAPITULATION
1. Reai Estate(Schedule A)...... . . . . . . . . . . . . . . .. .... . . .............. 1. � • ��
2. Stocks and Bonds Schedule B 2, 6 71 ,8 3 4 • 7 3
( ) . . . . . . . . .. ........ . . . . . . . . . .. . . . . . . .
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. � • ��
4. Mort a es and Notes Receivable Schedule D 4. 0 • ��
9 9 ( ) . . . . .. .. . . . . . . . . . . . .. . . . .
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) . . . . . . 5. 5 7,8 5 3 • 5�
6. Jointly Owned Property(Schedule F) � Separate Billing Requested . . . . 6. 17 6 ,8 8 4 • 9�
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 119,5 6 2 • �5
(Schedule G) O Separate Billing Requested . . . . 7.
8. Total Gross Assets(totai Lines 1 throu h 7 g. 1,0 2 6 ,13 5 • 2 5
9 ) . . . . . . . . . . . . . . ....... . . . . . .
9. Funeral Ex enses and Administrative Costs Schedule H g. 7 �9 8 9 • 2 9
P � ) . . . ... .. . . . . .. . . .
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I) .. .. . . . . . . . . . . 10. 4 ,��4 • 12
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12 ,0 2� • 41
12. Net Vaiue of Estate(Line 8 minus Line 11) 1z. 1 ,014 ,111 - 8 4
. . . . . . . . . .. . . . . . . . . . . . . . . . . .
13. Charitabie and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . . . . . . . . . . . .. .... . . . . . . 13. 0 • �0
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . ......... . . . . . . . . . 14. 1 ,�14 ,111 • 8 4
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICAB�E 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. 0 • �0
16. Amount of Line 14 taxable
at�inea�rate x.0 45 1,014 ,111 • 8 4 �6. 4 5 ,6 3 5 • 0 3
17. Amount of Line 14 taxable
at sibling rate X.12 � • �� 17• � • ��
18. Amount of Line 14 taxable
at collateral rate X.15 0 • 0 0 1 g. 0 • 0 0
19. TAX DUE . . . . . . . . . . . . . . .. .. . . . . . . . . . . . . . . . . . . . . . . .. . .. . . . . . . . 19. 4 5 ,6 3 5 • 0�
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 15056],0249 1505610249 �
REV-1500 EX(FI) Page 3 File Number
Decedent's Complete Address: 21 14 1005
DECEDENT'S NAME
Marion F. Byram
STREET ADDRESS
393 Alison Avenue
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 45,635.03
2. Credits/Payments
A.Prior Payments 43,000.00
B. Discount 2,263.09 45,263.09
Total Credits(A+B 1 121
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)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 371.94
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �
b. retain the right to designate who shall use the property t�ansferred or its income . . . . . . . ❑ ❑X
c. retain a reversionary interest. . . . . . .... . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ 0
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . ❑ �
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �
3. Did decedent own an"in trust for"or payabie-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 suroiving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a suroiving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are stili 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 chiltl 21 years of age or younger at death to or for the use of a naturai 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 lineai 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 individuai who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1503 EX+ (8-12)
"� pennsylvania S C H E D U L E 6
� OEPARTMENT OFREVENUE
INHERITANCETAXRETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marion F. Byram 21 14 1005
All property jointly owned with right of survivorship must be disdosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OFDEATH
1 Reinsurance Group of America, Incorporated 4,276.30
Number of shares per statement
Value per yahooflnance.com
2 Abbott Labs Com 1,755.18
3 Alexion Pharmaceuticals Inc Com 2,495.18
4 Allergan Inc 2,494.66
5 Alliance Data Systems Corp Com 752.01
6 Amazon Com Inc Com 4,493.58
7 American Tower Corp New Com 1,405.66
Dividend on above stock declared prior to decedenYs death 5.40
8 Anadarko Pete Corp Com 920.03
9 Apple Inc Com 6,365.21
10 ARM Hldgs PLC Sponsored ADR 1,713.86
Dividend on above stock declared prior to decedent's death 4.15
11 Avago Technologies Ltd SHS 522.36
12 Biogen Idec Inc Com 3,627.14
13 Biomarin Pharmaceutical Inc Com 1,381.68
14 Boeing Co Com 1,796.90
15 Bristol Myers Squibb Co Com 7,629.40
16 Canadian Pac Ry Ltd Com 1,869.66
Dividend on above stock declared prior to decedent's death 2.93
17 Celgene Corp Com 2,087.03
18 Chipotle Mexican Grill Inc Com 1,991.42
Total from continuation Schedule(s) 624,244.99
TOTAL (Also enter on Line 2, Recapitulation) 671,834.73
If more space is needed, insert additional sheets of the same size
Page 2
Estate of: Marion F. Byram 21 14 1005
Schedule B - Stocks and Bonds
Item Value at Date
Number Description of Death
19 Costco Whsl Corp New Com 2,128.15
20 Diageo P L C Spon ADR New 1,155.29
Dividend on above stock declared prior to decedent's death 20.63
21 Discovery Communicatns New Com Ser C 710.60
22 Discovery Communicatns New Com Ser A 720.01
23 Disney Walt Co Com Disney 36,239.28
24 Dunkin Brands Group Inc Com 1,532.89
25 E M C Corp Mass Com 1,257.33
26 Ebay Inc Com 1,698.75
27 Enbridge Inc Com 576.78
28 Express Scripts Hldg Co Com 1,699.92
29 FMC Technologies Inc Com 1,085.90
30 Facebook Inc CL A 4,115.97
31 Gilead Sciences Inc Com 4,384.13
32 Goldman Sachs Group Inc Com 1,470.68
33 Google Inc CL C 2,881.75
34 Google Inc CL A 2,938.75
35 Illumina Inc Com 2,954.70
36 Kansas City Southern Com New 612.63
Dividend on above stock declared prior to decedenYs death 1.40
37 Lauder Estee Cos Inc CL A 2,314.62
38 Linkedin Corp Com CL A 2,713.82
39 Lululemon Athletica Inc Com 252.2�
TOTAL. (Carry forward to main schedule) . . . . . . 73,466.25
Page 3
Estate of: Marion F. Byram 21 14 1005
Schedule B - Stocks and Bonds
Item Value at Date
Number Description of Death
40 Luxottica Group S P A Sponsored ADR 1,540.80
41 Mastercard Inc CL A 5,969.20
42 Mead Johnson Nutrition Co Com 963.95
Dividend on above stock declared prior to decedent's death 3.75
43 Michael Kors Hidgs Ltd SHS 2,074.23
44 Mondelez Intl Inc CL A 1,740.89
Dividend on above stock declared prior to decedent's death 7.65
45 Monsanto Co New Com 2,932.80
46 Morgan Stanley Com New 1,930.60
47 Monster Beverage Corp Com 824.00
48 Netflix Inc Com 1,360.48
49 Nike Inc CL B 2,680.35
Dividend on above stock declared prior to decedenYs death 7.2�
50 Novo-Nordisk A S ADR 3,104.08
51 Perrigo Co PLC SHS 1,352.21
52 Precision Castparts Corp Com 1,899.96
53 Priceline Grp Inc Com New 4,642.76
54 Rackspace Hosting Inc Com 487.20
55 Ralph Lauren Corp CL A 988�38
Dividend on above stock declared prior to decedent's death 2�70
56 Red Hat Inc Com 1,900.60
57 Splunk Inc Com 1,099.70
58 Salesforce Com Inc Com 2,573.66
TOTAL. (Carry forward to main schedule) . . . . . . 40,087.15
Page 4
Estate of: Marion F. Byram 21 14 1005
Schedule B - Stocks and Bonds
Item Value at Date
Number Description of Death
59 Starbucks Corp Com 1,357.83
60 Under Armour Inc CL A 139.38
61 TJX Cos Inc New Com 2,258.15
62 Tesla Mtrs Inc Com 243.89
63 Transdigm Group Inc Com 739.45
64 Union Pac Corp Com 2,616.60
Dividend on above stock declared prior to decedent's death 12.00
65 United Technologies Corp Com 1,795.84
66 Unitedhealth Group Inc Com 1,212.37
67 VMWare Inc CL A Com 1,683.18
68 Vertex Pharmaceuticals Inc Com 2,700.10
69 Visa Inc 2,550.26
70 Whole Foods Mkt Inc Com 1,310.02
Dividend on above stock declared prior to decedenYs death 4.08
71 Workday Inc CL A 986.34
72 Coco Cola Co Com 13,582.40
Dividend on above stock declared prior to decedenYs death 97.60
73 Du Pont E I DE Nemours & Co Com 43,155.00
74 Exxon Mobil Corp Com 65,950.50
75 McDonalds Corp Com 25,744.50
76 PPL Corp Com 26,432.00
Dividend on above stock declared prior to decedenYs death 298.00
77 Zimmer Hldgs Inc Com 1,214.28
TOTAL. (Carry forward to main schedule) . . . . . . 196,083.77
Page 5
Estate of: Marion F. Byram 21 14 1005
Schedule B - Stocks and Bonds
Item Value at Date
Number Description of Death
Dividend on above stock declared prior to decedent's death 2.64
78 AMCAP FD Inc SHS CL F-2 13,806.15
79 Calamos Inv TR New Growth Fd Inst 5,503.49
80 First Eagle FDS Inc Overseas FD I 12,906.58
81 Growth Fd Amer Inc CL F2 SHS 44,137.57
82 Lord Abbett Mid-Ca Stock FD CL F 9,160.98
83 Davis NY Venture FD Inc CL Y 20,903.48
84 Peoples S&P Midcap Index FD Dreyfs MCP IDX 10,948.77
85 Templeton FDS Inc Foreign FD ADV 4,233.04
86 Pimco FDS PAC Invt Mgmt Ser Total Ret C 36,503.10
Dividend on above stock declared prior to decedent's death 10.95
87 Prudential Invt Portfolios 3 Strg Value FD C 12,200.71
88 Prudential Sector FDS Inc Finl Svcs FD C 21,514.12
89 Prudential Sector FDS Inc JNS Hlth Sci C 61,799.62
90 Prudential Invt Ptflos Inc 15 Prud Hi Yield C 21,951.08
Dividend on above stock declared prior to decedenYs death 102.92
91 Prudential Short-Term Corporat CL C 38,729.41
Dividend on above stock declared prior to decedenYs death 66.73
92 Pennsylvania lnsd Muns Income UT Ser 118 M 126.48
TOTAL. (Carry forward to main schedule) . . . . . . 314,607.82
REV-1.508 EX+ (08-12)
: pennsylvania S C H E D U L E E
� OEPARTNENTOFNEVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN pER50NAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Marion F. Byram 21 14 1005
Include the pnxeeds of litigation and the date the proc�eeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 Wells Fargo Money Market Account 1925-3104 2,667.72
Per Estate Val
2 Wells Fargo Money Market Account 1925-3135 55,185.85
Per Estate Val
TOTAL (Also enter on Line 5, Recapitulation) 57,853.57
If more space is needed, use additional sheets of paper of the same size.
REV-1509 EX+ (01-10)
: pennsylvania S C H E D U L E F
� UEPARTMENT OF REVENUE
INHERITANCE TAX RETURN )OINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Marion F. Byram 21 14 1005
If an asset became jointly owned within one year of the decederrt's dabe of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. Heather J. Byram 393 Alison Avenue Daughter
Mechanicsburg, PA 17055
B.
C.
70INTLY OWNED PROPERTY:
ITEM LETTER DATE DECSRIPTION OF PROPERTY DATE OF DEATH �OF DATE OF DEATH
NUMBE FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR VALUE OF ASSET ECEDENT'S VALUE OF
TENANT JOINT SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE INTEREST DECEDENT'S INTEREST
1 A 06/2012 Wells Fargo Account 1010111758049 joint with 47,562.80 50.000 23,781.40
Decedent's daughter, Heather J. Byram
Total value$47,562.80
Per statement
2 A 12/2004 393 Alison Avenue, Mechanicsburg, PA 17055 306,207.00 50.000 153,103.50
'oint with Decedent's daughter, Heather J.
Byram
Total assessed value ($309,300) x common
level ratio (.99) _ $306,207
TOTAL (Also enter on Line 6, Recapitulation) 176,884.90
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+ (0$-09)
� pennsylvania S C H E D U L E G
OEPARTMENT OF NEVENUE
INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marion F. Byram 21 14 1005
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page thr�e of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBE �NCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENT VALUEOFASSET INTEREST (IFAPPLICABLE) VALUE
AND THE DATE Of TRANSFER.ATTACH COPY OF THE DEED FOR REAL ESATE.
1 The Hartford Annuity Contract 916059404 119,562.05 100 119,562.05
Beneficiary: Decedent's daughter, Heather J.
Byram
Per 12/10/14 letter
TOTAL (Also enter on Line 7, Recapitulation) 119,562.05
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (08-13)
i pennsylvania S C H E D U L E H
� OEPARTMENT OF REVENUE
FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINSTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marion F. Byram 21 14 1005
DeoedenYs debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERALEXPENSES:
1 Heather Byram, reimbursement for funeral expenses 371.75
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
6,000.00
2. Attorney Fees:
3. Family Exemption: (If decedenYs address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
600.50
4. Probate Fees:
5. AccountantFees:
6. Tax Return Preparer Fees:
See schedule attached 1,017.04
TOTAL (Also enter on Line 9, Recapitulation) 7,989•29
If more space is needed, use additional sheets of paper of the same size.
Page 2
Estate of: Marion F. Byram 21 14 1005
Schedule H, Part B - Administrative Costs
Miscetlaneous Expenses
Item
Number Description Amount
7 Heather Byram, reimbursement for payment to Register of Wills for short 5.00
certificate
8 Wells Fargo, custom choice quarterly fee 380.00
9 Estate valuation fee 232.50
10 Saidis, Sullivan & Rogers, out of pocket expenses 249.54
11 Saidis, Sullivan & Rogers, out of pocket expenses (reserve) 100.00
12 Register of Wills, additional probate fee 50.00
TOTAL. (Carry forward to main schedule) . . . . . . 1,017.04
REV-1512 EX+ (12-12)
� pennsylvania SCHEDULE I
OEPAHTNENTOFREVENUE DEBTS OF DECEDENT,
INHERITANCETAXRETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marion F. Byram 21 14 1005
Report debts incurred by the decedent prior to death that remained unpaid at the date of deatfi,including unreimbursed medical expenses.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 United Health Care 112.00
2 Heather Byram, reimbursement for purchases of aluminum shower 2,013.86
chair/bedside commode, pager&wireles bed alarm with bed & chair sensor
pads, Kerr AC adapter AC-02 for bed alarm, chairs for bedroom and
sunroom
3 Griswold Home Care 34.50
4 Debbie Sowers, Griswold home care aid 87.50
5 Kimberly Jones, Griswold home care aid 87.50
6 Griswold Home Care 31.50
7 Griswold Home Care 177.00
8 PA Department of Revenue, 2014 4th quarter estimated payment 230.00
9 HCR Manor Care Services, LLC 36.00
10 Kimberly Oakes, Griswold home care aid �.25
11 Good's Tree Care Inc. 875.00
12 New York Life 148.11
13 United Health Care 112.00
14 Holy Spirit Hospitai 81.90
TOTAL (Also enter on Line 10, Recapitulation) 4,034.12
If more space is needed, insert additional sheets of the same size
REV-1513 EX+ (01-10)
: pennsylvania SCHEDULE �
� 6EPARTMENT DF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Marion F. Byram 21 14 1005
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).]
1 Heather J. Byram Daughter 655,279.40
393 Alison Avenue
Mechanicsburg, PA 17055
2 Robert G. Byram Son 358,832.44
2515 Old Orchard Road
Lancaster, PA 17601
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:
TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
If more space is needed, use additional sheets of paper of the same size.
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_ ��iil��i�lil��������i���i�iii��i�i�ii��i�„il�ll�ilill�l��li�lill
= MARION F BYRAM
� 393 ALISON AVE
= MECHANICSBURG PA 17055-4202 Holder Account Number
- C0000646326 I N D
=
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Record Date OB Aug 2014
Check Number 0000384355
SSNITIN Certified Yes
001 CSOOOS.Dom_PGI.RGAA I0307_70655/003555/003555/i
Reinsurance Group Of America, Incorporated = Dividend Payment
Dividend Confirmation �'
Payment Date I Class Description � Participating Dividend I Gross I Deduction I Deduction I Net
ShareslUnits Rate Dividend($) Amount($) Type Dividend($)
29 Aug 2014 COMMON `•, 53 ($0.33000 17.49 0.00 N/A 17.49
YearTo•Date Paid <` 49.29 0.00 49.29
,q '
� 1UDC RGA "�'
OD i CD70003/R OOHXDA .
Estate Valuation
Marion F. Byram
Date of Death: 09/30/2014 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3104 Individual
Processing Date: 10/24/2014 Report Type: Date of Death
Number of Securities: 71
File ID: Byram, Marion F 1925-3104
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
1) BDS 2667.72 BANFC DEPOSIT SWEEP 2,667.72
2) 002624100 42 ABBOTT LP.BS
COM
New York Stock Exchange
09/30/2014 41.99000 41.59000 H/L
91.790000 1,755.16
3) 015351109 15 ALEXION PHARMACEUTICALS INC
COM
The NASDAQ Stock Market LLC
09/30/2014 168.28000 164.41000 H/L
166.345000 2,495.18
4) O18CSH973 14 ALLERGAN INC
09/30/2014 178.19000
178.190000 2,494.66
5) 018581108 3 ALLIANCE DATA SYSTEMS CORP
COM
New York Stock Exchange
09/30/2014 253.22000 246.12000 H/L
250.670000 752.01
6) 023135106 14 AMAZON COM INC
COM
The NASDAQ Stock Market LLC
09/30/2014 323.43000 316.51000 H/L
320.970000 4,493.58
7) 03027X100 15 AMERICAN TOWER CORP NEW
COM
New York Stock Exchange
09/30/2014 94.16090 93.26000 H/L
93.710450 1,405.66
Div: 0.36 Ex: 09/19 Rec: 09/23 Pay: 10/07/14 5.90
8) 032511107 9 ANADARKO PETE CORP
COM
New York Stock Exchange
09/30/2014 104.05000 100.40000 H/L
102.225000 920.03
9) 037833100 63 APPLE INC
COM
The NASDAQ Stock Market LLC
09/30/2014 101.59000 100.53000 H/L
101.035000 6,365.21
10) 042066106 39 ARM HLDGS PLC
SPONSORED ADR
The NASDAQ Stock Market LLC
09/30/2014 44.21000 43.68000 H/L
43.945000 1,713.86
Div: 0.10641 Ex: 09/03 Rec: 09/05 Pay: 10/14/19 4.15
11) Y0486S104 6 AVAGO TECHNOLOGIES LTD
SHS
The NASDAQ Stock Market LLC
09/30/2014 87.91990 86.20000 H/L
87.059950 522.36
12) 09062X103 11 BIOGEN IDEC INC
COM
The NASDAQ Stock Market LLC
09/30/2014 332.40000 327.08000 H/L
329.740000 3,627.14
Page 1
This report was produced with EstateVal, a product o£ Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 09/30/2019 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3104 Individual
Processing Date: 10/24/2019 Report Type: Date of Death
Number of Securities: 71
File ID: Byram, Marion F 1925-3104
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
13) 09061G101 19 BIOMARIN PHP.RMACEUTICAL INC
COM
The NASDAQ Stock Market LLC
09/30/2014 73.35000 72.09000 H/L
72.720000 1,381.66
14) 097023105 14 BOEING CO
COM
New York Stock Exchange
09/30/2014 129.39000 127.31000 H/L
128.350000 1,796.90
15) 110122106 23 BRISTOL MYERS SQUIBB CO
COM
New York Stock Exchange
09/30/2014 51.96000 51.14000 H/L
51.550000 1,165.65
16) 13645T100 9 CANADIAN PAC RY LTD
COM
New York Stock Exchange
09/30/2014 210.87000 204.61000 H/L
207.740000 1,669.66
Div: 0.32582 Ex: 09/24 Rec: 09/26 Pay: 10/27/14 2•93
17) 151020104 22 CELGENE CORP
COM
The NASDAQ Stock Market LLC
09/30/2014 96.00000 93.73000 H/L
94.665000 2,087.03
18) 169656105 3 CHIPOTLE MEXICAN GRILL INC
COM
New York Stock Exchange
09/30/2014 669.78000 657.83300 H/L
663.606500 1,991.42
19) 22160K105 17 COSTCO WHSL CORP NEW
COM
The NASDAQ Stock Market LLC
09/30/2014 125.60000 124.77000 H/L
125.185000 2,128.15
20) 25243Q205 10 DIAGEO P L C
SPON ADR NEW
New York Stock Exchange
09/30/2014 116.19730 114.86000 H/L
115.528650 1,155.29
Div: 2.06349 Ex: 09/19 Rec: 08/15 Pay: 10/07/14 20.63
21) 25470F302 19 DISCOVERY COMMUNICATNS NEW
COM SER C
The NASDAQ Stock Market LLC
09/30/2014 37.64000 37.16000 H/L
37.400000 710.60
22) 25470F104 19 DISCOVERY COMMUNICATNS NEW
COM SER A
The NASDAQ Stock Market LLC
09/30/2014 38.13000 37.66000 H/L
37.895000 720.01
23) 254687106 32 DISNEY WALT CO
COM DISNEY
New York Stock Exchange
09/30/2014 89.54000 88.54000 H/L
89.040000 2,849.28
24) 265504100 34 DUNKIN BRANDS GROUP INC
COM
The NASDAQ Stock Market LLC
09/30/2014 45.37000 44.80000 H/L
45.085000 1,532.89
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 (81B) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 09/30/2019 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3104 Individual
Processing Date: 10/24/2014 Report Type: Date of Death
Number of Securities: 71
File ID: Byram, Marion F 1925-3104
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
25) 268648102 43 E M C CORP MASS
COM
New York Stock Exchange
09/30/2014 29.39000 28.86000 H/L
29.125000
Div: 0.115000 Ex: 09/29 Rec: 10/O1 Pay: 10/23/14 + 0.115000
29.240000 1,257.33
26) 276642103 30 EBAY INC
COM
The NASDAQ Stock Market LLC
09/30/2014 57.30000 55.95000 H/L
56.625000 1,698.75
27) 29250N105 12 ENBRIDGE INC
COM
New York Stock Exchange
09/30/2014 48.44000 47.69000 H/L
48.065000 576.78
28) 30219G106 29 EXPRESS SCRIPTS HLDG CO
COM
NASDAQ Stock Market
09/30/2014 71.30000 70.36000 A/L
70.830000 1,699.92
29) 30299U101 20 FMC TECHNOLOGIES INC
COM
New York Stock Exchange
09/30/2014 54.75000 53.84000 H/L
54.295000 1,085.90
30) 30303M102 52 FACEBOOK INC
CL A
Interactive Data Corporation
09/30/2014 79.70670 78.60000 H/L
79.153350 4,115.97
31) 375558103 41 GILEAD SCIENCES INC
COM
The NASDAQ Stock Market LLC
09/30/2014 106.00000 105.86010 H/L
106.930050 4,384.13
32) 38141G104 8 GOLDMAN SACHS GROUP INC
COM
New York Stock Exchange
09/30/2014 184.99000 162.68000 H/L
183.835000 1,470.68
33) 38259P706 5 GOOGLE INC
CL C
NASDAQ Stock Market
09/30/2014 579.65000 572.85000 H/L
576.350000 2,881.75
34) 38259P506 5 GOOGLE INC
CL A
The NASDAQ Stock Market LLC
09/30/2014 591.00000 584.50000 H/L
587.750000 2,938.75
35) 452327109 18 ILLUMINA INC
COM
The NASDAQ Stock Market LLC
09/30/2014 165.52000 162.78000 H/L
164.150000 2,954.70
Page 3
This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. I£ you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 09/30/2014 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3104 Individual
Processing Date: 10/24/2014 Report Type: Date of Death
Number of Securities: 71
File ID: Byram, Marion F 1925-3104
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
36) 485170302 5 KANSAS CITY SOUTHERN
COM NEW
New York Stock Exchange
09/30/2014 123.95000 121.10000 H/L
122.525000 612.63
Div: 0.28 Ex: 09/04 Rec: 09/OB Pay: 10/OB/14 1.40
37) 518439104 31 LAUDER ESTEE COS INC
CL A
New York Stock Exchange
09/30/2014 75.01000 74.32000 H/L
74.665000 2,314.62
38) 53578A1OB 13 LINKEDIN CORP
COM CL A
Interactive Data Corporation
09/30/2014 211.96000 205.55010 H/L
208.755050 2,713.62
39) 550021109 6 LULULEMON ATHLETICA INC
COM
The NASDAQ Stock Market LLC
09/30/2014 42.45990 41.63000 H/L
42.094950 252.27
40) 55068R202 30 LUXOTTICA GROUP S P A
SPONSORED ADR
New York Stock Exchange
09/30/2014 52.08000 50.64000 H/L
51.360000 1,540.80
91) 57636Q104 80 MASTERCARD INC
CL A
New York Stock Exchange
09/30/2014 75.31000 73.92000 H/L
74.615000 5,969.20
92) 582839106 10 MEAD JOHNSON NUTRITION CO
COM
New York Stock Exchange
09/30/2014 96.76000 96.03000 H/L
96.395000 963.95
Div: 0.375 Ex: 09/11 Rec: 09/15 Pay: 10/O1/14 3.75
43) G60754101 29 MICHAEL KORS HLDGS LTD
SHS
New York Stock Exchange
09/30/2014 72.05000 71.00000 H/L
71.525000 2,074.23
49) 609207105 51 MONDELEZ INTL INC
CL A
NASDAQ Stock Market
09/30/2019 39.34000 33.93000 H/L
34.135000 1,740.89
Div: 0.15 Ex: 09/26 Rec: 09/30 Pay: 10/14/14 7.65
45) 61166W101 26 MONSANTO CO NEW
COM
New York Stock Exchange
09/30/2014 113.26000 112.34000 H/L
112.800000 2,932.80
46) 617446448 56 MORGAN STANLEY
COM NEW
New York Stock Exchange
09/30/2014 34.71000 34.24000 H/L
34.475000 1,930.60
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 (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date o£ Death: 09/30/2014 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3104 Individual
Processing Date: 10/24/2014 Report Type: Date of Death
Number of Securities: 71
File ID: Byram, Marion F 1925-3104
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
47) 611740101 9 MONSTER BEVERAGE CORP
COM
The NASDAQ Stock Market LLC
09/30/2014 92.35000 90.76000 H/L
91.555000 824.00
48) 64110L106 3 NETF'LIX INC
COM
The NASDAQ Stock Market LLC
09/30/2014 457.18900 449.80000 H/L
453.494500 1,360.48
49) 654106103 30 NIKE INC
CL B
New York Stock Exchange
09/30/2014 90.29000 86.40000 H/L
89.345000 2,680.35
Div: 0.24 Ex: OB/28 Rec: 09/02 Pay: 10/06/14 7•2�
50) 670100205 65 NOVO-NORDISK A S
ADR
New York Stock Exchange
09/30/2014 48.00000 47.51000 H/L
47.755000 3,104.08
51) G97822103 9 PERRIGO CO PLC
SHS
New York Stock Exchange
09/30/2019 151.18000 149.31000 H/L
150.245000 1,352.21
52) 790169105 8 PRECISION CASTPARTS CORP
COM
New York Stock Exchange
09/30/2014 238.53000 236.46000 H/L
237.495000 1,899.96
53) 741503403 4 PRICELINE GRP INC
COM NEW
The NASDAQ Stock Market LLC
09/30/2014 1169.10000 1152.28000 H/L
1160.690000 4,642.76
54) 750086100 15 RACKSPACE HOSTING INC
COM
New York Stock Exchange
09/30/2014 32.74000 32.22000 H/L
32.480000 487.20
55) 751212101 6 RALPH LAUREN CORP
CL A
New York Stock Exchange
09/30/2014 165.70000 163.76000 H/L
169.730000 968.38
Div: 0.45 Ex: 09/24 Rec: 09/26 Pay: 10/10/14 2•70
56) 756577102 34 RED HAT INC
COM
New York Stock Exchange
09/30/2014 56.44000 55.36000 H/L
55.900000 1,900.60
57) 848637104 20 SPLUNK INC
COM
NASDAQ Stock Market
09/30/2014 56.00000 53.97000 H/L
54.985000 1,099.70
58) 79466L302 45 SALESFORCE COM INC
COM
New York Stock Exchange
09/30/2014 57.67500 56.71000 H/L
57.192500 2,573.66
Page 5
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. I£ you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 09/30/2014 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3104 Individual
Processing Date: 10/24/2014 Report Type: Date of Death
Number of Securities: 71
File ID: Byram, Marion F 1925-3104
Shares Security Mean and/or Security Div and Int
identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
59) 855244109 18 STARBUCKS CORP
COM
The NASDAQ Stock Market LLC
09/30/2014 75.85000 75.02000 H/L
75.435000 1,357.83
60) 904311107 2 UNDER ARMOUR INC
CL A
New York Stock Exchange
09/30/2014 70.50000 68.8B000 H/L
69.690000 139.38
61) 872540109 38 TJX COS INC NEW
COM
New York Stock Exchange
09/30/2014 59.68000 59.17000 H/L
59.425000 2,258.15
62) 88160R101 1 TESLA MTRS INC
COM
The NASDAQ Stock Market LLC
09/30/2014 297.65000 240.12490 H/L
243.887450 243.89
63) 893691100 4 TRANSDIGM GROUP INC
COM
New York Stock Exchange
09/30/2014 165.69000 184.03500 H/L
184.862500 739.45
64) 907816108 24 UNION PAC CORP
COM
New York Stock Exchange
09/30/2019 109.77000 108.28000 H/L
109.025000 2,616.60
Div: 0.5 Ex: OB/27 Rec: 08/29 Pay: 10/O1/14 12.00
65) 913017109 17 UNITED TECHNOLOGIES CORP
COM
New York Stock Exchange
09/30/2014 106.21000 105.06500 H/L
105.637500 1,795.84
66) 91324P102 14 UNITEDHEALTH GROUP INC
COM
New York Stock Exchange
09/30/2014 87.08000 86.11500 H/L
66.597500 1,212.37
67) 928563902 18 VMWARE INC
CL A COM
New York Stock Exchange
09/30/2014 94.46000 92.56000 H/L
93.510000 1,663.18
68) 92532F100 24 VERTEX PHARMACEUTICALS INC
COM
The NASDAQ Stock Market LLC
09/30/2014 114.43000 110.57800 H/L
112.509000 2,700.10
69) 92826C839 12 VISA INC
COM CL A
New York Stock Exchange
09/30/2014 214.02270 211.02000 H/L
212.521350 2,550.26
70) 966837106 34 WHOLE FOODS MKT INC
COM
The NASDAQ Stock Market LLC
09/30/2014 39.50000 37.56000 H/L
38.530000 1,310.02
Div: 0.12 Ex: 09/29 Rec: 09/26 Pay: 10/07/14 4.08
Page 6
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 09/30/2014 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3104 Individual
Processing Date: 10/24/2014 Report Type: Date of Death
Number of Securities: 71
File ID: Byram, Marion F 1925-3104
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
71) 98138H101 12 WORKDAY INC
CL A
New York Stock Exchange
09/30/2014 82.97000 81.42000 H/L
B2.195000 986.34
Total Value: $139,238.91
Total Accrual: $71.89
Total: $139,310.30
Page 7
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Estate Valuation
Marion F. Byram
Date of Death: 09/30/2014 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3135 Individual
Processing Date: 10/24/2014 Report Type: Date of Death
Number of Securities: 24
File ID: Byram, Marion F 1925-3135
Shares Security Mean and/or Security Div and Int
identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
1) BDS 55185.85 BPNK DEPOSIT SWEEP 55,185.85
2) 023375827 460.214 AMCAP FD INC
SHS CL F-2
Mutual Fund (as quoted by NASDAQ)
09/30/2014 28.75000 Mkt
28.750000 13,806.15
3) 126119807 98.677 CALAMOS INV TR NEW '
GROWTH FD INST
Mutual Fund (as quoted by NASDAQ)
09/30/2014 55.66000 Mkt
55.660000 5,503.49
4) 32008F200 538.672 FIRST EAGLE FDS INC
OVERSEAS FD I
Mutual Fund (as quoted by NASDAQ)
09/30/2014 23.96000 Mkt
23.960000 12,906.56
5) 399874825 964.334 GROWTH FD AMER INC
CL F2 SHS
Mutual Fund (as quoted by NASDAQ)
09/30/2014 45.77000 Mkt
45.770000 44,137.57
6) 543919609 377.461 LORD ABBETT MID-CAP STOCK FD
CL F
Mutual Fund (as quoted by NASDAQ)
09/30/2014 24.27000 Mkt
24.270000 9,160.98
7) 239080401 524.028 vAVIS NY VENTURE FD INC
CL Y
Mutual Fund (as quoted by NASDAQ)
09/30/2014 39.69000 Mkt
39.890000 20,903.96
6) 712223106 289.65 PEOPLES S6P MIDCAP ZNDEX ED
DREYFS MCP IDX
Mutual Fund (as quoted by NASDAQ)
09/30/2014 37.80000 Mkt
37.600000 10,946.77
9) 880196506 521.953 TEMPLETON FUS INC
FOREIGN FD ADV
Mutual F�nd (as quoted by NASDAQ)
09/30/2014 8.11000 Mkt
8.110000 4,233.04
10) 110122106 125 BRISTOL MYERS SQUIBB CO
COM
New York Stock Exchange
09/30/2014 51.96000 51.14000 H/L
51.550000 6,443.75
11) 191216100 320 COCA COLA CO
COM
New York Stock Exchange
09/30/2014 42.81000 42.08000 H/L
42.445000 13,562.40
Div: 0.305 Ex: 09/11 Rec: 09/15 Pay: 10/O1/14 97.60
12) 254687106 375 DISNEY WALT CO
COM DISNEY
New York Stock Exchange
09/30/2014 89.54000 88.54000 H/L
89.040000 33,390.00
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please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 09/30/2014 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3135 Individual
Processing Date: 10/24/2014 Report Type: Date of Death
Number of Securities: 29
File ID: Byram, Marion F 1925-3135
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
13) 263539109 600 DU PONT E I DE NEMOURS & CO
COM
New York Stock Exchange
09/30/2014 72.28000 71.57000 H/L
71.925000 43,155.00
14) 30231G102 700 EXXON MOBIL CORP
COM
New York Stock Exchange
09/30/2014 99.81000 93.62000 H/L
94.215000 65,950.50
15) 580135101 270 MCDONALDS CORP
COM
New York Stock Exchange
09/30/2014 96.36000 94.34000 H/L
95.350000 25,744.50
16) 69351T106 800 PPL CORP
COM
New York Stock Exchange
09/30/2014 33.34000 32.74000 H/L
33.040000 26,932.00
Div: 0.3725 Ex: 09/O8 Rec: 09/10 Pay: 10/O1/14 298.00
17) 693390429 3358.151 PZMCO FDS PAC INVT MGMT SER
TOTAL RET C
Mutual Fund (as quoted by NASDAQ)
09/30/2014 10.87000 Mkt
10.870000 36,503.10
Daily Div. Accrual as of 09/30/2014 10.95
18) 74440K306 832.813 PRUDENTIAL INVT PORTFOI.IOS 3
STRG VALUE FD C
Mutual Fund values reported to NASDAQ
09/30/2014 14.65000 Mkt
14.650000 12,200.71
19) 74441P304 1478.634 PRUDENTIAL SECTOR EDS INC
FINL SVCS FD C
Mutual Fund (as quoted by NASDAQ)
09/30/2014 14.55000 Mkt
14.550000 21,514.12
20) 74441P700 1543.447 PRUDENTIAL SECTOR FDS INC
JNS HLTH SCI C
Mutual Fund (as quoted by NASDAQ)
09/30/2014 40.04000 Mkt
40.040000 61,799.62
21) 74440Y306 3692.035 PRUDENTIAL INVT PTFLOS INC 15
PRUD HI YIELD C
Mutual Eund (as quoted by NASDAQ)
09/30/2014 5.64000 Mkt
5.640000 21,951.08
Daily Div. Accrual as of 09/30/2014 102.92
22) 74991R300 3442.614 PRUDENTIAL SHORT-TERM CORPORAT
CL C
Mutual Fund (as quoted by NASDAQ)
09/30/2014 11.25000 Mkt
11.250000 38,729.41
Daily Div. Accrual as of 09/30/2014 66.73
23) 98956P102 12 2INIIIER HLDGS INC
COM
New York Stock Exchange
09/30/2014 101.82950 100.55000 H/L
101.189750 1,214.28
Div: 0.22 Ex: 09/24 Rec: 09/26 Pay: 10/31/14 2•64
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please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 09/30/2014 Estate of: Marion F. Byram
Valuation Date: 09/30/2014 Account: 1925-3135 Individual
Processing Date: 10/24/2014 Report Type: Date of Death
Nwnber of Securities: 24
File ID: Byram, Marion E 1925-3135
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
29) 70684B802 1 PENNSYLVANZA INSD MUNS INCOME
UT SER 118 M
Miscellaneous
09/30/2014 126.48000 A/B
126.480000 126.48
Total Value: $585,522.86
Total Accrual: $578.84
Total: $586,101.70
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Estate Valuation
Marion F. Byram
Date of Death: 09/30/2014 Estate of: Marion F. Byram
Valuation Date: 09/30/2019 Account: 1925-3104 Individual
Processing Date: 10/29/2014 Report Type: Date of Death
Number of Securities: 71
File ID: Byram, Marion F 1925-3109
Shares Security Mean and/or Security Div and Znt
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
1) BDS 2667.72 BANK DEPOSIT SWEEP 2,667.72 ��"
2) 002824100 42 ABBOTT LABS
COM
New York Stock Exchange
09/30/2014 41.99000 41.59000 H/L
91.790000 1,755.18
3) 015351109 15 ALEXZON PHARMACEUTICALS INC
COM
The NASDAQ Stock Market LLC
09/30/2014 168.28000 164.41000 H/L
166.345000 2,495.16
4) O18CSA973 14 ALLERGAN INC
09/30/2019 178.19000
178.190000 2,494.66
5) 018581108 3 ALLZANCE DATA SYSTEMS CORP
COM
New York Stock Exchange
09/30/2014 253.22000 248.12000 H/L
� 250.670000 752.01
6) 023135106 14 AMAZON COM INC
COM
The NASDAQ Stock Market LLC
09/30/2014 323.43000 318.51000 H/L
320.970000 4,493.58
7) 03027X100 15 AMERICAN T047ER CORP NEW
COM
New York Stock Exchange
09/30/2014 94.16090 93.26000 H/L
93.710450 1,405.66
Div: 0.36 Ex: 09/19 Rec: 09/23 Pay: 10/07/14 5.40
B) 032511107 9 ANADARKO PETE CORP
COM
New York Stock Exchange
09/30/2014 109.05000 100.40000 H/L
102.225000 920.03
9) 037833100 63 APPLE INC
COM
The HASDAQ Stock Market LLC
09/30/2014 101.54000 100.53000 H/L
101.035000 6,365.21
10) 042066106 39 ARM HLDGS PLC
SPONSORED ADR
The NASDAQ Stock Market LLC
09/30/2014 44.21000 43.68000 H/L
93.945000 1,713.86
Div: 0.10641 Ex: 09/03 Rec: 09/O5 Pay: 10/14/14 4.15
11) Y0986S104 6 AVAGO TECHNOLOGIES LTD
SHS
The NASDAQ Stock Market LLC
09/30/2014 B7.91990 86.20000 H/L
87.059950 522.36
12) 09062X103 11 BIOGEN IDEC INC
COM
The NASDAQ Stock Market LLC
09/30/2019 332.40000 327.08000 H/L
329.740000 3,627.14
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Estate Valuation
Marion F. Byram
Date of Death: 09/30/2014 Estate of: Marion F. Byram
valuation Date: 09/30/2014 Account: 1925-3135 Zndividual
Processing Date: 10/24/2019 Report Type: Date of Death
Number of Securities: 24
File ID: Byram, Marion F 1925-3135
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
1) SDS 55165.85 SANK DEPOSZT SWEEP 55,165.85 �--�
2) 023375627 480.214 AMCAP FD INC
SHS CL F-2
Mutual Fund (as quoted by NASDAQ)
09/30/2014 28.75000 Mkt
28.750000 13,606.15
3) 126119807 96.877 CAI,AMOS INV TR NEW '
GROWTH FD INST
Mutual Fund (as quoted by NASDAQ)
09/30/2014 55.66000 Mkt
55.660000 5,503.49
4) 32008F200 538.672 FIRST EAGLE FDS INC
OVERSEAS FD I
Mutual F1�nd (as quoted by NASDAQ)
09/30/2014 23.96000 Mkt
23.960000 12,906.58
5) 399B74825 964.334 GROWTA FD At�R INC
CL F2 SHS
Mutual Fund (as quoted by NASDAQ)
09/30/2014 45.77000 Mkt
45.770000 44,137.57
6) 593919609 377.461 LORD ABBETT MID-CAP STOCK FD
CL F
Mutual F�nd (as quoted by NASDAQ)
09/30/2014 24.27000 Mkt
24.270000 9,160.98
7) 239060401 524.028 DAVIS NY VENTURE FD INC
CL Y
Mutual E�nd (as quoted by NASDAQ)
09/30/2014 39.89000 Mkt
39.690000 20,903.48
6) 712223106 289.65 PEOPLES S6P MIDCAP INDEX ED
DREYFS MCP IDX
Mutual Fund (as quoted by NASDAQ)
09/30/2014 37.60000 Mkt
37.600000 10,948.77
9) 880196506 521.953 TEMPLETON FDS INC
FOREIGN FD ADV
Mutual Fund (as quoted by NASDAQ)
09/30/2014 B.11000 Mkt
8.110000 9,233.04
10) 110122108 125 BRISTOL MYERS SQUIBB CO
COM
New York Stock Exchange
09/30/2014 51.96000 51.14000 H/L
51.550000 6,943.75
11) 191216100 320 COCA COLA CO
COM
New York Stock Exchange
09/30/2014 42.81000 42.06000 H/L
42.445000 13,582.40
Div: 0.305 Ex: 09/11 Rec: 09/15 Pay: 10/O1/14 97.60
12) 254687106 375 DISNEY WALT CO
COM DISNEY
New York Stock Exchange
09/30/2014 69.54000 88.54000 H/L
69.040000 33,390.00
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Account number: 1010111758049 n September 17,2014-October 16,2014 � Page 2 of 4
s � �
Interest summary
Interest paid this statement $0.40
Average collected balance 548,684.85
Annual percentage yield eamed 0.01%
Interest eamed this statement period $0.40
interest paid this year $3.74
Transaction history
Check Deposits/ wthdrawa/s� Ending daily
Date Number Descrip6on Additions Subtractions balance
g�2Z 1876 Check 57.00 49,030.82
9/23 �880 Check 28.50
9/23 '1877 Check 598.5D 48,403.82
9l24 New Yoric L'rfe Instl Pymt SEP 14 An726642 Marion F Byram 148��
g�24 1873 Check 57.00
g/24 1875 Check 108.38 48,386.55
g�25 1881 Check 21.25
9l25 1874 Check 23.00
g�25 1878 Check 152.50 48,189.80
g/Zg 1885 Check '142.50
g/Zg 1884 Check � 427.50
9/30 1882 Check 57.00 -:-'�T,56280'"':-`
10/1 Unitedheaithcare Uhcky0930 poox8324 Byram,Manon 112.00 47,450 0
10/2 De osit 17.49
10/2 1883 Check 34.50 47,433.79
10/3 SSA Treas 310 Xxsoc Sec 100314�ooa�cS324D SSA Marion F B ram 1,799.OD
10/3 1688 Check 87.50 49,145.29
10(7 1890 Cashed Check 87.50 49,057.79
10/15 1892 Check 31.50
10/15 1689 Check 177.00 48,849.29
10/16 1894 Check 230.00
10/16 1893 Check 36.00
10/16 Interest Payment 0.40 48,583.69
Ending balance on 10/16 48,583.69
Totals $7,965.00 $2,469.13
The Ending Daily Balance does not 2flect any pendng withdrawa(s or holds on deposited funds that may have been outstanding on your account when your
transacSons pasted. If you had insufficient available funds when a transac6on posfed,fees may have been assessed.
Summary of checks written (checks listed are also displayed in the precedrng Transaction history)
Number Date Amount Number Date Amount Number Date Amount
1873 9/24 57.OD 1880' 9/23 28.50 1888' 10/3 87.50
1874 9l25 23.00 1681 9/25 21.25 '1889 10/15 177.00
�g75 g/24 108.38 1882 9/30 57.00 1890 10/7 87.50
'1876 9/22 57.00 1883 '10/2 34.50 1892* 10/15 31.50
1877 9/23 598.50 1884 9/29 427.50 1893 10/16 36.00
1878 9/25 152.50 1865 9129 142.50 1894 10116 230.OD
' Gap in check sequence.
Property Mapper
Cumberland County, PA
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Copyright 2011 Fsn.All rights reserved.Mon OU 13 2014 10:53:51 AM.
393 AlI50N AVENUE
PIN:42-24-0789-007
Deedbook:00267-00067
Owner:BYRAM,MARION F
Land Use Code:101
PropertyType:R
Acreage:0.35
Square Feet:2952
Taxable Status:T
Clean&Green Status:
L.and Fsses>eG v;tue£:91SG0
Building Assessed Value$:217500
Total Assessed Value 5:309300
Sale Pnce S:304900
Sale Date:Mon]an 3 2005 07:00:00 PM
Year Built:1999
Municipality:UPPER ALLEN TOWNSHIP
Height in Stones:
Type of Dwelling:DETACH
Pnmary Extenor:Vinyl
Basement Percentage:100
Air Conditioning:AC
Total Rooms:7
Bedrooms:3
Full Bath:2 _
Half Bath:1 � � - �
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, TAX PARCEL NUMBER: 42-240789-007 ' _ i�: �; :
UPPER ALLEN TOWI3SH�
393 Alison Avenue C�',jj ���j y fl�l 11 37
Mechanicsburg,PA 17055
���� � � � �
THIS DEED is made the�day of December, in the year two thousand and four(2004).
BETWEEN SUSAN KAY CANDIELLO, single wornan, now of 393 Alison Avenue,
Mechanicsburg,Cumberland County,Pennsylvania 17U55,parly of the first part,GRANTOR
AND
MARION F.BYRAM and HEATHER J.SYRAM,mother and daughter,parties of the second
part,GRAN'FEES.
WITNESSETH,that said parties of the second pa.rt,for and in consideration of the sum of Three
Hundred and Four Thousand Nine Hundred Dollars ($304,900.(?0) I3allar, lawful money of the
United States of America, well aad truly paid by the said parties of the second part to the said
parties of the first part,at or before the sealing and delivery of these presents,the receipt whereof
is hereby acknowledged, have hereby granted, bargained, sold, aliened, enfeoffed, relea.sed,
conveyed and confitm.ed, and by these presents do grant, bargain, sell, alien, enfeoff, release,
convey and confirm unto the said parties of the second part,their heirs, successors and assigns,
as �oint tenants with right of suvivorship.
ALL THAT CERTAIN piecs or parcel of land, situate in the Township of Upper Allen,County
of Cumberland and Commonwealth of Pennsylvania,more particulazly bounded and described as
foilows:
BEGINNING at a point on the westem side of Alison Avenue, at the dividing line between Lot
Nos. 14 and 15 an th.e hereinafter mentioned Plan of Lots; thence North 80 degrees 04 minutes
23 seconds West along tbe same, 144.86 feet to a point at land now or formerly of Wevodau;
thence South 11 degrees 13 minutes 30 seconds East along the same, 146.01 feet to a point at the
dividing line between Lot Nos. 15 and !6 on said Plan; thence North 78 Degrees 46 minutes 30
seconds East along the same, 125 fcet to a point on the western side of Alison Avenue; thence
along the same, North 11 degrees l3 minutes 30 seconds West, 39.62 feet to a point; thence
along same by a curve to the right having a radius of 150 feet, an arc ciistance of 55.38 feet to a
point,the place of BEGINNING.
900� 2�j� PAG� 6�
_ ...__.__._._ ._ I
' BEING Lot No. 15 on a Final Subd.ivision Plan No. 5 of Georgetown, dated June 20, 1973,
recorded in Plan Book 24,Page 45,Cumberland County Records.
gEiNG known and numbered as 393 Alison Avenue,Mechanicsburg,Pennsylvania.
UNDER AND SiJB.iECT to reservations,restrictions and covenants of record.
BEING THE SAME PRENIISES which Richard J. Vierthaler,Jr. and Mary Lou Vierthaler,his
wife, of Camp Hill, Pennsylvania, granted and conveyed unto Susan Kay Candiello, siagle
woman by her deed da.ted July 29�, 1999 and recorded AnSust 2, 1999 in the Cumberland
County Recorded of Deeds' Record Book 244,paSe 1138 in the Office of the Recorder of Deeds
in and for Cumberland County,Grantor herein.
�N WITNESS WHEREOF, the said parties of the first part have hereunto set their hands and
seals,the day and year first above-written.
SIGNED,SEALED AND DELIVERED
IN THE PRESENCE OF
. �
.\
TN SS SUS IEL ,GRANTU
COMMON�IVEALTH 4F PENNSYLVANIA :
. SS:
COLTNTY OF CUMBERLAND •
On this,the�day of_�('���� ,2�,before me,a Notary Public
for the Commonwealth of Pennsyivania, the undersigned o�cer, personally appeared SUSAN
KAY CANDIELLO known to me (or satisfactQrily proven) to be the Person whose nazne is
subscribed to the within I}�, and acknowledged that she executed the same far the purpose
therein contained.
IN WITNESS WHERE�F,I have set my hand and notarial seal-
_ /► , .
',' �- `'�' No Public
_ ��Y ..
"_ �,���� My Commission Expires:
;� : J���:
;f.���, , � `�: NOTARIAL SEAL
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� �' �"r Camp Hill Bora�Cumberland Courrty
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• COMMONWEAL'TH OF PENNSYLVANIA •
: SS:
COUNTY OF CUMBERLAND •
RECORDED in the Office for Recording of Deeds, etc., in and for said County, in Deed
Book No. �P�e
WITNESS my hand and official seal this day of �2�•
Recorder of Deeds
CERTIFICATE OF RESIDENCE
I hereby certifY that tt►e present residence of the Grantees herein is as follows:
Marion F.Byram and Heather J. Byram
393 Alison Avenue
Mechanicsburg,PA 17455
Attorney far Crrantor
1;
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December 10, 2014 ��I�-
�-I��.� �c���
Saidis, Sullivan& Rodgers
635 North 12th Street. Suite 400
Lemoyne, PA 17043
REFERENCE: Account# 916059404
Decedent: Marion Byram
Dear Ms. Rule
As you requested, the date of death value as of September 30, 2014 was $119,562.05.
Please be advised this figure is for the date of date value purpose only, it does not
represent the death benefit amount. Market and surrender values change daily.
If you have any other questions or concerns, please feel free to contact your investment
professional, or an Annuity Service Specialist by calling 1-800-862-6668, Monday
through Thursday from 8 a.m. to 7 p.m., and Friday 9:15 a.m. to 6 p.m. Eastern time. We
will be happy to assist you.
Sincerely,
�I�L�VLI�� �GV�Id1�t�SP.t�'V t,('�P/�r
The Hartford
The Hartford Wealth Management
Global Annuities
745 West New Circle Road
Building 200,1g'Floor
Lexington, KY 40511
Mailing Address:
P.O. Box 14293
Lexington,KY 40512-4293
LAST WILL AND TESTAMENT
OF
MARION F. BYRAM
I, MARION F. BYR.AM, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: If my daughter, HEATHER J. BYR.AM, predeceases
me, or if my daughter is unable to care for and accept my pets, I
direct my Executrix or Executor, as the case may be, and their
successors, place any and all animals that I may own at the time
of my death to my friends, RICHARD J. LENKEVICH and SANDRA J.
LENKEVICH, husband and wife, or the survivor as between the two
of them, of 397 Alison Avenue, Mechanicsburg, Pennsylvania 17055 .
If both RICHARD J. LENKEVICH and SANDRA J. LENKEVICH do not
accept said pets or, in the alternative; if they are both
unwilling or unable to care for said pets, I direct that my
Executrix or Executor, place said pets with my friends, BILL
GOODLING and KELLY GOODLING, husband and wife, or the survivor as
�
�; between the two of them, of 395 Alison Avenue, Mechanicsburg,
�
'� • ��5� I� ;,�.�?-, 1�TT.r `.�n�yy�,3 u�,u KLLLSl l7VVLL11V17 d�
; Per_r.sylvar_ia 1 � ., . --
E�
� not accept said pets, or, in the alternative, if they are both
;-=.�` unwilling or unable to care for said pets, I direct that my
Executrix or Executor place any and all animals that I may own at
i
. t� the time of my death with a family in a private, non-
� institutionalized setting, where such animals will be cared for
.f�' in a manor that any responsible, devoted pet owner would afford
to his or her pets . As to the six (6) cats and one (1) dog that
my daughter, HEATHER J. BYRAM, and I have currently, I direct
that my Executrix or Executor place my animals with owners who
agree to keep the cats and dog indoors and, further, not to
declaw the cats . Prior to initiating such efforts to place my
animals, I direct that my Executrix or Executor consult with my
friend and family member, MARK DAVIS, of 336 East Market Street,
Marietta, Pennsylvania 17547 and my veterinarian, DR. NADINE
V[JCOVITCH, who practices at the Camp Hili Animal Hospital, 3804
Market Street, Camp Hill, Pennsylvania 17011, or in the event of
DR. NADINE VLTCOVITCH' s unavailability, a veterinarian chosen by
my Executrix or Executor ensure that a suitable home is found and
that each animal (s) is in general?y goo� health and is not
suffering physically. In addition, I direct my Executrix or
Executor to provide any needed, reasonable veterinary care that
my animal (s) may need at that time to restore the animal (s) to
generally good health and to alleviate suffering, if possible.
Any animal (s) not in generally good health or who is suffering,
as well as those animals whose care is beyond the capabilities of
veterinarian medicine, reasonably employed, to restore to
generally good health or to alleviate suffering, shall be
euthanized, cremated, and the ashes disposed of at the discretion
of my Executrix or Executor. Any expenses incurred with respect
to the care, including the costs of veterinary care, placement,
� or transportation of my animals, or to otherwise effect the
� purposes of this Clause FIRST, up to the time of placement, shall
� be charged against the principal of my residuary estate. The
�f
decisions of my Executrix or Executor made in furtherance of this
� Clause FIRST shall be final . My intention is that my Executrix
J or Executor have the broadest discretion within which to carry
�
�
j out the purposes of this Clause FIRST.
, �
� SECOND: I give and bequeath all of my personal
� property including, but not necessarily being limited to
:,-�:
furniture, household goods and other articles of personal use, to
my daughter, HEATHER J. BYR_AM, provided that should she
predecease me then to my son, ROBERT G. BYRAM.
2
THIRD: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, as follows :
(A) One-half (1/2) thereof to my daughter, HEATHER J.
BYRAM, provided that should she predecease me then to my son,
ROBERT G. BYRAM.
(B) One-half (1/2) thereof to my son, ROBERT G. BYR_A.M,
provi�ed that should he predecease me th�n to my daugh�2r,
HEATHER J. BYR.AM.
FOURTH: Should both my children, HEATHER J. BYRAM and
ROBERT G. BYRAM, predecease me, I devise and bequeath all the
rest, residue and remainder of my estate of whatever nature and
wherever situate, including any property over which I hold power
of appoint and together with any insurance polices thereon, in
equal shares, to my grandchildren, ALLISON B . GOAS and TARA B.
ENNIS .
FIFTH: In addition to all powers granted to them by
� law and by other provisions of this Will, I give the fiduciaries
� acting hereunder the following powers, applicable to all proper-
�`� ty, exercisable without court approval and effective until actual
� distribution of all property:
�,,� (A) To sell at public or private sale, or to lease,
�
for any period of time, any real or personal property and to give
� options for sales, exchanges or leases, for such prices and upon
�; such terms (including credit, with or without security) or
,,
� conditions as are deemed proper. This includes the power to give
�
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it .
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
3
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or prcductivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments .
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws .
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
�
(H) To borrow money from themselves or others in order
�
� to pay debts, taxes, or estate or trust administration expenses,
�
� to protect or improve any property held under my will, and for
� investment purposes .
(I) To select a mode of payment under any qualified
, � retirement plan (pension plan, profit sharing plan, employee
� stock ownership plan, or any other type of qualified plan) to the
� extent the plan or the law permits them to do so, and to exercise
�
any other rights which they may have under the plan, in whatever
manner they consider advisable.
SIXTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate .
4
SEVENTH: I nominate and appoint my daughter, HEATHER
J. BYRAM, Executrix of this, my Last Will and Testament. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said HEATHER J. BYRAM, I nominate and
appoint my son, ROBERT G. BYR.AM, Executor of this, my Last Will
and Testament . I direct that my Executrix or Executor, as the
case may be, and their successors, shall not be required to post
security or a bond for the performance of their duties in any
j�risdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this �`�r�ay of
r�--e-��".�`"�✓ 2 0 0 8 .
��? u--�-K- `�' /�,:���..,.:�.----
;, (SEAL)
MARION F . BYRAM
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses .
Address
�
Address �
5
i
COPSMONWEALTH OF PENNSYLVAN�A REV-1162 EXf11-961 �
DEPARTMENT OF REVENUE '
BUREAU OP INDIVIDUAL TAXES '�.
DEPT.280601 �
HARRISBURG,PA 1 71 2 8-060'I �
PENNSYLVANIA
RECEIVED FROM: INHERlTANCE AND ESTATE TAX
OFFICIAL RECEIPT '
NO. CD 020038
SYRAM HEATHER J '
393 ALISON AVENUE
MECHANICSBURG, PA 17055 '
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
--------
-------- ,o�d --------- ,
101 � 543,000.00
ESTATE INFORMATION: ssN: o5$-i$-ss�� �
FILE NUMBER: 21 14-1005 �
DECEDENT NAME: BYRAM MARION F I '
DATE OF PAYMENT: 1 2 f 1 8/2014 �
POSTMARK DATE: 12/� 8/2014 I
COUtvTY: CUMBERLAND I
DATE OF DEATH: 09/30/2014 � I
i
�
TOTAL AMOUNT PAID; 543,000.00 �
i
;
REMARKS:
CHECK# 1898
INITIALS: HMW
;
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
TAXPAYER