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HomeMy WebLinkAbout09-14-15 J � Pe Ns��oa Ea 1505618403 ��oa-ia) REV-1500 °""�°`°sE°"`� Co�nhCoae Year Faervumber sureau otina�iviaual Taxes INHERITANCE TAX RETURN POBO%280601 21 15 355 Harrisbur PA 1�128-osol RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW SOCIdI$EGllli�y NUmbE! Od[¢Of p¢dID MMOOYYYV Ddt¢O/BiM MMO�TTVY �2 26 2015 1❑ 04 1917 Decedenfs Last Name SuHix Decetlenfs Flrst Name MI DEPPEN FAYE I Qf Applicable)Enter Surviving Spouse's Information Below Spouse's Las�Name SuHix Spouse's Firs�Name MI THIS RETl1RN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ❑ O t OnginalReWrn � 2. SupplemenlalReWrn 3. RemaintlerReWm(tlaleol0ea�� priorb 12-13-82) � q AgricW Wral Exemptlon�tla�e ol � 5. FUWre Interes�Compromise(tlate oi � 6. Fetleral Es�ate Tax Re�urn RequireC tlealM1onorafler]-b20t2) tlealhaXer442-82) O ]. �ecetlen��ied Tes�a�e � B. OeceOen�Maintainetl a Llving Tms� 1_ 9 To�al Num�er oi Safe�eposit Bones (AVac�mpy oi wJp (Htlach copy of ImsL) - � ID. Li�igalion Pmceetls Receivetl � 1t Non-Proeate Transferee ReWm � �3. �elerral/ElecUon of Spousal Tms�s (SCM1edule F entl G AssetS Only) � t3. BusmessAsrets � 1� Spousels5ole6ene9ciary (NO VUsI InvolvBtl) COFRESPONDENT-TNIS SELiION MOST BE COMPLETE�.ALL CORRESPONOENCE AND CONFI�ENTIAL TA%INFORMATiON SHOULD BE OIRECTEO T0: Name Daytime Telephone Number ROBERT C SAIDIS (7177 243 6222 iirst Line ot Atltlress 26 W HIGH STREET Second Line o�Atldress CiryorPos[ORice Sta[e ZIPCode CARLISLE PA 17013 CorrespontlenPsemailatltlress: �tl- (rD - tt � REGISTl�ROFWILLSU4C6NLT�-�� m � � J� .-� �p aeaisrea or wii�s use oH�r � "' � -� v � J DATEFlLEDMM�OYYYY ��� '" ' � _" .. I--� � 1-1 � - '. �. I ..-J Z1 � � �ATE FlLEO STAMP r .—' p O T Sitle 7 L I IIIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII 1505618403 1505616403 � � � 1505618411 REV4500 E% Decetlenfs Social Sewrity Number oe�eae�r:r+ame: Deppen, Faye I. RECAPITULATION ... . . . .. �. ...�. � �. .� . ��.. 1. RealEs[ate(ScheduleA).___. ___._ __..... ......... 1. 2. StocksandBonas(Schetlulee) _. ____ __..... 2_ 1 .552,209 . 82 3. Closely Held Corporation,Partne�ship or Sole-0roprietorshlp(Schedule C)......_. 3. 4. Mori9ages antl Notes Receivable(Schedule�). .._..... ......... 4. 5. Cash,Bank�eposils and Miscellaneous Personal Propetly(Schetlule E)._....._ 5. 499,819 • 5 4 6. Jointly Ownetl Pmpetly(Schetlule F) , .. Separale Billinq Requested_.....__. 6. ]. Inter-Vivos Trensfers 8 Miscellaneous No�-Pwbate Pwperty (SchetluleG) � SeparateBillingRequestetl_.___... ]. 19.775 � 73 8. TOWI Gmss Assets(total Lines 1 ihmugh]).... ...._ . 8. 2.071 +805 • 09 _. __ .__- . . .. - ... - . 9. Poneral Expenses and Administrative Cos�s(Schedule H) ._... __..... 4 6 4 .0 3� • 7 3 10. DeblsofDecedent, MohgageLiabilitiesandLiens(ScheEulel)_._.._...______.... 1�. 2 .292• 64 t1. TotalDeductions(IotalLines9andlo) ._._... ._.__. ........._. 11. 66,323 - 37 12. NetValueofESW[e(LineBminusLinell)_.._ __.__ .....__. 12. 2.005 , 481 • 72 13. CharitableandGovemmen�alBeques�s�Sec9113TmslsforwhicM1 an election to tax M1as no�been matle(Sc�etlule J)..._.._._.....__._.__._...____.... 13. ia. NetValueSubjecUo7aa(Linel2minusLinel3) .__._.. .___.. 1d. . 2,005 , 481 . 72 ._- __ .. . ._ __ . . ___ . -- - TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amaun�o(Line 14 taxa�le a�tne spousal�ax rate,or �ransfers under Sec.9116 (a)(12)X .�0 15. 0 • 00 i6. AmountofLinel4taxable atlinealrateX .045 0 - 0❑ �6. 0 • 0❑ 1]. Amount of Line 14 taxable atsiblingrateA.�2 170 .650 • 11 »� 20 ,478 � 01 18. Amoun�of Line 141axable atconaterairate X.iS 1+834 +831 • 61 18. 275 .224 • 74 19. TAXOUE._.._. . __._._. ..__... .....__ ......... 19. 295 ,702 . 75 20. FILL IN THE OVAL IF YOU ARE RE�l1E5TING A REFUND OF AN OVERPAYMENT � Untler penalties of perjury.I Getlare I Oave evaminetl IMs reNm,Inclutling accompanying schetlules antl statemen�s,antl�o Ne�est of my hnowletlge antl beliel, llls�me,wrretlandcomple�e_Declar � nofpreparerotM1ert�enlM1epersonresponslUleforBling��ere�umisba5e4onallinrormatlonolwMc�preparerM1as em�owieaee. SIGNATURE OF PERS RES 5 E FOR FlLMG RETURN Robert 0. Saidis D I C I/S � qpORE55 � 26 W. High Stree , Carlisle, PA 77013 SIGNATURE OF PREP R HER HAN REPRESENTATNE Robert C. Saidis A ADDRE55 �-- 26 W. Hi h Stre , Car�sle, PA I IIII�I II��I�IIII I�III IIIII�II�I IIIII IIIII IIIII II��I IIII IIII Side 2 L 1505618411 1505618411 � REV450�EX Page 3 File Num�er 21-15-355 DecetlenYs Complete Address: pECEOENT'SNAME Deppen, Faye L . . ..__ STREETADDRESS 1'124 Columbus Avenue . . _ . .—_. .. . —.... __ _ .— ... ___. _— — __ CITY � STATE .ZIP Lemoyne PA 17043 Tax Payments antl Credits: 1. Tax Due(Pa9e 2.Line 19) p) 295,70275 2. Credi�slPeymen[s A. Prior Paymen[5 28Q000.00 B. Discaun� 14.736.84 � TotalCredlts(A +B7 (�) 284,736.84 3. Interest �3) 0.00 q. If Line 21s qreater Nan Line 1 +Line 3.enleriM1e diRerence. This is�he OVERPAVMENT. (4) _ . _ Check box on Page Y.Line 20[o requesl a refuntl 5_ If Line 1 +Line 31s greater than Line 2,en�er�he diRerence. T�is is the TA%DUE. (5) .. . 96rJ.9� Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE�FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Oltl tlecedenl make a Vansfer antl- Yes No a. re[ain�he use or income of Ne pmperty Iransferretl',.. __ _. . � l� x� b. retain the rigM ro tleslgnate who shall use tM1e pmperty hawferred or i�s ncome ... . LJ �.x_ c. retainareversionary'mteresCor___ .._.._ .... ._ .. �. I '� d. receive the pmmise fo�life of ei�ner paymenis,benefi�s or wre� ._ ... ._. �� I'i i 2. If tlea�h ocwrred atter Dec 12 1982, ditl tleceden� transfer property wi�n n one year o� death wi[hout n _ receivinqatlequateconstleration'+ .....__ ._.._.. ___ .... .. .-__. ix 3. Ditl tlecetlent own an"in imst for' ar payable upon dea�h bank account or sewrity a[hls or�er tlealh2_.._ � �. �i�r, 4. Dld decedent own an Intlivitlual re[irement acwunl,annuity,or olher non-pmba[e pmpetly which � 1 containsabeneflciarytles9natonR.. _ _.._... .._..... ..___. ._._. .•— �. - IF THE ANSWER TO ANY OF THE ABOVE pUESTION5IS YES YOU MUST COMPLETE SCHEDULE G ANU FILE IT AS PART OF THE RETURN. Por dates of tlealh on or afler July 1 1994 antl before Jan 1. 1995 the tax rate imposed on��e net value oi�rensfers�o or(or��e use of tM1e surviving spouse Is 3 percam��2 P.S §9118(eJ�1 1)(i)�. Por dales oi tleaN on or after January 1.1995,ihe tax rale imposed an�he net value ot Vansfers�a or br Ine use of�ne surviving spouse Is 0 percen� ��2 P.S.§9116(a)(1.1J(ii�]_ The steW[e tloes na�exempt e Vansfar�a a surviving spouse�mm�ez entl�M1e s�aNtory reQuirements tor disdosura oi assels entl flling a lax reWm are silll appllceble even if the survrving spouse is Ihe only bene(miery. For tla�es oi tlealh on or aker July 1,20�o� • The Iax rate Impasetl on�he ne�value of Iransiers irom a tleceasetl child 21 years at age or younger at dea�h to or far��e use ai a nalural pareN,an atlop�rve parent,or a s�ep-paren�o!�he chiltl is 0 De��ent�I2 P.S.§9116(a)(12�]. • The�ax rale Imposetl on�M1e net value o(Vans(ers�o or(or the use of iM1e tlecedenfs Ilneel beneUciaries Is 4b percen�except as notetl In p2 P 5.§9116(a)(11�. . TM1e tex re�e imposetl on I�a net value o(Vensfers to or tor iha usa of ihe decedenfs sl�lings Is 12 percen��12 P S.§9116(e)(1.3)�. Asibling is tleUned, untler Section 9102.as an indivitlual who�as al leasl one paren�m common wi�h the dewdent,whether Gy Olootl or adoption. n..-�sm ex.�aa iz� SCHEDULE B pennsylvania STOCKS & BONDS oEvnarmEr+�or r+evEuuE iNHERi.nucE.0 Ae.uRr+ rtEsioenr oECEoervr ESTATE OF FILE NUMBER Deppen Faye 1 21-15-555 nn cronenyia�miyaw�.e wun nsm oi w.�rve�.n�c m�.�e.ai.�io:.a o�sm.em.r. VALUE HT DATE ITEM CUSIP DESCRIPTION UNIT VALUE OF DEATH NUMBER NUMBER � MorganSWnleylnvestmentAccauntNo.470-035967-040- 173.129.67 See attachetl letter from Morgan Stanley dated 41'IS@075 Z PNC Investment Account#039�21607-Transfer on deaN to 42.267.52 Donna Morrison. See attached letters trom PNC Invesimenis dated April 29, 2015 antl May 7, 2075 y 693a'I5105 7,168 shares of PNC Stock-See attached Valuation 92.005 109,301.94 q WeIlsFargolnvestmentAccounl#2763-0769-Transferon 1,227.St0.69 death to Donna Morrison,Chrisline Snell, Patricia Barrouk and Thomas Heim -See attached letter from Wells Fargo Ativisors dated Apri110, 2075 and spreadsheel with computations TOTAL(Also enter on Line 2. Recapitulationl '1,552,209.82 (II more spaw Is neetleq atl60onal peges o!0e same slze) Copyrigh�(c)2012 form software only The Lackner Gmup,Ina Portn PA-1500 Schetlule B(Rev.OB-12) � 1 APR 1 7 2015 Wmloh Menage��mm SSo�Nonh P��onv S�am Sui¢2a1 HarcisburS,l'A D1:0 �el 9IJ A55 6666 fnx 9q]SG651 MOf]8fl .St8f1�2y rou n« aoa eisom3 April 15, 2015 Robcrt C. Saidis � 26 We�st High St�'eet � � Carlisle,PA 17013 � RL: Eslate of'Faye Deppan ' 4J0-U35967-040 i Datc of Dcath: Pebruary 26, 2015 'i Ucar Mr. Saidis: i . Ner your lettec�elcd April 6, 2075, 7 hflve enclosed.the inFormation you requested. L Account Numbcr. 41 0-03 5 967-040 2. Da[e Aocounl Opnned: OR/OB1198J � �. Si�gle Named Account 4. Account Baluncc us of 07.l26/?013: $179129.b7 � I have enclosed for ynu lhe Date of Death Valiiation of her nssets as of February 26, � 2015. Also cnclosed uc Ihc neccssary documen[s Lo eslablish an Estate accoun[in her � name.. 'tlie first fonn is ttie Account Applicalion and Clicnt Agreemen[, please complete ��, the highlighted information and sign where indicated. The seu�od fuiro is a�Aff'idavit of Domicile zr�d Debls, please sign this form with a Notazy presenG 'Phe la.at Corm is an � Authorivattinn to loumal Sectvities a'Fullds. This form will allow us fo hansfer lhe . . ruseGs liom her single narned aruounC W[he Estate acaounl � Or�ce you have eomplotcd Tnd signed¢II the docume�ls,plcase retur�tliem to us in the ; � postage paid envcloye. � IY ynu hnve;tny questions, ple,ase give ue a cul l nt 719-255-6680. _{_.g: ia fe.ly� J � f_ �"-e�c� `� Laurei Reed Senior 'SA ta Michsel KempF w��s,ax„�mrs,�i�nm��r�.i.c.m..,�nasirc , %c�-' ��" e. .P�:-�- ��: --- '��;>PNC ��'�'��� .G.,,.o INVti.STMEfN'TS �.ro.. w�....�2 ���� � �`' ��-�-' ia� Q "�w������ ^"`'�" � Q - .A.-�2�..`N"'°�� ��i . `�W( l/.[ �� 'tt,� y � HPm29fh,20t5 � ���L/ �JL�'`�� ' O Matlan Klnlx! . M�"a',_2�J.OIc�g£IL�1iT Rf-: IIl2-0216�9I Fayn�eppoi�,�To�Litlivftlunl � � DearMadon: � - � ___._ _'-:-_- -- ' ..._. __J .-.-.. .. .._ . . ___._" __ _ -- lSova�7eofBea�overPfenttdacoou�tonFn�ruery2611 20�Glseefillows L I — _ _— sv c u uoo n vaa a us _ oo� i n n c. � rn 000u n_._ i�r _� . — . _– – st'_ ��iuora iara��� iougm �cis �� araxu Lioo s n�o � ���ay.iar i M�oi ap� tt x c, i A�.,nii __ . . . veocx �, -i7or� �n��,az �r 1 s T r � _ _. ._ snzw�sx s '.. . � _ _ G ndlful(Nele,ValuecAe udlnn�al SA� �%ti2 _ ^Nole;�O�pilm is I�enutl Nf!lie cloaLill V�I�n nn Ilia Jxy Ihe d6wt Ix�pu�aed eway,If IN��s a non-0ueiness dxyYln p�im�+111 Le�akai bwi Um nm�imis businass aays dosrnv I'•rlua If yuJ titiva onyquesliw'�e,dausa wnUCI aur L.utaM Rasulu110i��Deu1<n1 WM31'1,'lOB6. .alncwely, oma�oma PNC Invosimenlc,LLC. uoes . rnecumma�iux,pticer,quatesar�fms'tntletlercontalnellhareirM1xvobeenobtelneiiimmsuwcesJelieae�tober�IlxnleLotzmmt ' entymmplaMpnqcannatbogua2nteed.fh¢Yn�api'ovftletllo�InCoonutionulpurpur,uonly.VuslyertonnnnceEoesnoP9uonn�ea . fui�ercsulb. , � PNC Inreslmenis l4c , i. Member ul Tha PNl financlal5ervices G�oup � d242Ca'llsluPikc CumpLlll Pe nsyleania 19011 vwwpr [nm �� Impotlnnllme.tutlnformallon:Brukera9eandln.suranmpmJuclearo: '. INfF9lLlns4 C NIo� kGs t tl I! GOp It � ' , N11 /Ut1NyAyML IGVc IAJ ry MyL V1 ' dl 9 uic I 9 Y - Ilf - L ��x� r� 1 � iv [�1Y �. ¢�lem Ii�IINF 1 r w�si o I ., . I se o ���� N� I I . __. - - ,;><1.: �1�1C� tuves rnnEUTs iViay 7, 2015 . Donna IC Mornson 56175hingus Cirde P.O. 6ox 154 6fanCham,Pa 17027 Re: TOD-AcctiuntofFayel.Cleppen ...-....-... . .. .-- --. .-. .--.. .---...-- ----.. -. PNCI Acmuntti039-421607/TOD Individual Accoun[ Date of Death: February 26, 2015 Dear Ms.Mortison: A[tached pleace find the Date of Death Valuation firthea6ove-referenced Indrvidual TOD accounC held with PNC InvestmentslnrMs. Deppen. This isan IndiviJual TOD account reglstered In Ms. Deppen's name,and naming Donna K. Morrison as 6eneficiary afthis account. Picasc do not hesitate to contact me at the numher listed below,should you require any further assisYante with thi5 mattef_ Sincerely, � ti i� 1�."__�='_.�=..,_J` � , �t—� --.__ � U _�' Todd A. Perry Financial�dvimr 717 J30-2239 aHnmosimm,i.��c w..r�i���m rne vmc F��,�,c�ai ser�i�os o.oup d><2CarfulcPa<e c;mpHllt PonnsN+a��a t9oti nn w.Pnc ium - . m,n�naono.«�or iomr.,�.t�o�:n�wrer�ye��m�,��ra�a m�a��aere�. -_.__ _ . .. . .. —_� I �I-IllCln I M 1� Cuu 1 N 1I�] � ' In�,u.�,����nnyr��v� ,..iso...,,�o ...�a �y.n.oi_o,ov,i"` I .. i i i .� pur e�raivro-��soE�s -a��.�reae � � ��: :a.�:�io-.�i ... ��im �„�o,.. �.�:-in n v � .. ,. . ,u r..o �ov„e .,�i�.inro�,q ii .. ,..-�,.� ii :oi����s, .�:,i.�„i e.n:aLC Valud[iof. oate of Deaen: a2/26/20.5 nccounL Deppen Eate[e IR:^. seaok ReFO[[ TVPe: Date uf �ev[� Valua[ion ]a[c: OYRfi/20:5 �mmbev cf sec�rities�, 1 Promsaing '�a:e: 0�/14/2015 Filn IPt Oep�wn PNC 5[ock $pdLB9 9PWdty MBaf. �nd/O[ OiV BnG lnt 4¢cudty � AlgR/Ask LonB�d AEjvatina�tv Accrvale Value o=a_ pes[clPtlon— _ ._ _ i� _1BB PNC CINL 6VC4 GROUP INC 16934i51051 CJN Now Yo[k :Cock Exc�en9e gg y-�000 91.6900� N/L 0[/26/20S 9p.006oC0 ]09,301.99 .109.30L99 . :oLal value: :0.00 'fotal ACetVal: Total'. 5109,301.99 ea9e ] ' 3 L of Ss[eEe Velua[lcns 6 P[lcinc 9ys[e0s� Inc 1f yoo havo yoestlons� Tpts repoa'[ wae PxoGucarl via� 6atateVal, a pru uc www �aevrsion �.i.l� � olease contacC Eve 6yateole at IA181 9U-6900 0_ .evpsys.com. � � Wa�are�eandms�:s,uc 819RusaellDrive . � Lnlancn.?A19C52 ?a1.919�D9�8�18 nP�;i �o,zois, Robort Q Seidis Saidis,Sullivan &Rogers 26 West fligh Street Cadisle,PA 17013 RB: Februazy 26, 2015 daze of daath values For Faye I Deppan TOD Acoouut Dear Mi. SaiAis: Thnnk you for your April G ]ct[er. As you reyuested, I have ootlined below tho datc of death values fur the account of Fxye I Dcppen(Transfcr on Uca[h)Accoun[number 2763-4769. The account was opened on October 27, 1992. �� This xccounl has a Transfer on Death regisvation and the beneficieries are'. Donna �lorrisoq Christine Snell, Pakricia llarrouck and Thomxs Fleim '. � 'Che"Marke4Price/Value"�oolumn lotals do not includa nccrued int�rost. ] am using cloeing pricos for the sharas oCcummon siock lh fNeaccount. 7'lie'munby tn%rke''C 691ance on Pebruary?6;2075 wtts$97 51. ��� � � � ?OJ". r _ � , . . , ',14.. i� _�C2-'"r'.. .. .�;.)'.;'i .. ... . . . Yo o�-. .(": ,..... . - . .,. '�. . . . . .y . . .. . Accrued � , Quantity Deseriptlonl - CUSIP� Symbol MktPrice Value Interest I 200 AT&T INC . 00206R-10-2 T 34.500 6,900.00 �' ll5 BRISTOIMYER55QUIBB 11012 2-10-8 BMY 61.460 10,755.50 �i, 100 CLOROX COMPANY 189054-10-9 CLX 109.100 10,930.00 �. � 15D CONOCOPHILLIPS 20825C-10-4 COP 65.850 9,8775� � � 200 DOWCHEMICALCOMPANY 260543dOd DOW 49.250 9,850.00 � EATON VANCE CORP NON 190 VfG - 276265-303 EV 41.610 7,905.90 � 200 FIRSTENERGYCORP 337932-10-7 FE 35610 7,122.W � 235 KINDERMORGANINCDEL 49456B40-1 KMI 41120 9,68670 S00 MCDONALDSCORP 5 8013 5-1 0-1 MCD 99.510 9,951.00 j 250 SENIOR HOUSING PROP TR Sll21M-10-9 SNH 22150 5,562.SU � 250 SIX FLAGS ENTERTAINMENT 53001A-10-2 SIX 46.040 11,510.00 TALINTERNATIONAL � • � �'j ?.00 GROUP 87h063d48 TAL 42.550 8,530.00 �, � 325 4VASHINGTON REAL ES'I'ATE 9 33 6 5 3-10-:L WRE 28350 9,Il3.75 � 15,000 ALLENTOWN VA PKG AUTH D18465-FL-3 103.462 15,5193U 230.h7. 'S,000' ALLEGHENY CNTV PA 56R C �01728V-J.I��O ' � 108.485 - 5,420.25 472'L � .'..`�. ."+ALTOONAPAAREASCH �� . . . .. . � - � 5000 D15T 021807-KK-7 93.490 4,674�BJet��gqe'llgo[ur Vage 1 of 2 .. .. � _. �.. �' m mw,�rwwsivc � . 15,000 AMBRIDGEPAAftEASCH 023362-NW-2 1D0.989 15,148.35 17729 5,000 ARMSTRONGCNTYPASER 042325-0E-7 109.275 5,46375 59.03 10,000 BELLE VERNON PA 078554-LU-4 100.032 10,003.20 135.94 10,000 CARBONCNTYPAAREA 14086R-AP-4 110.111 11,01110 230.90 5,000 CENTRAL BUCKS PA SCH 15273&SE-7 106.481 5,324.05 58.92 5,000 CONNELLSVILLEPA 207889-QK-5 92.795 4,639.90 4033 15,000 ELIZABETH-FORWARD PA 286663-11-9 73.425 11,013,75 00.00 10,000 ERIE COUNN PA REF 295173-LZ-9 106.988 30,698.80 194.44 15,000 GARNETVALLEYPASCH 366268-KE-9 100.402 15,06030 256.77 10,000 GARNETVALLEYPASCH 366268-MQ-0 103.549 10,354.90 169.17 LACKAWANNA CNTY PA 10,000 RFDG 505480-HS-9 111.599 11,159.90 243.06 5,000 MOSHANNON VLY SCH DIST 619581-HHJ 101.719 5,085,95 4132 15,000 NAZARETHPAAREASCH 639438-TM-2 103.340 158,501.00 202.00 NORTH POCONO SCH DIST 5,000 PA 661684-1U-5 102.269 5,113.45 95.03 s 15,000 NORWIN PA SCH DISf RFDG 669543-HJ-2 95.501 14,325.15 196.35 f 5,000 NORWINPENNS/DSERA 669543-HF-0 105.956 5,297.8D 83.07 � 10,000 PENNSYLVANIASTTPK 709223-%5-5 110.772 11,07720 121.01 � 0 15,000 PA 57 NIGHER ED FACS 709165-AV-6 101.654 15,248.10 133.13 ; ' 30,000 PHILADELPHIA PA HOSPS& 717903-Q-2 103J87 10,37870 fi8J5 � 10,000 STATE PSBA PA REV CMN7Y 85732M-LG9 104.256 10,425.60 4271 5,000 STATE PUB SCH 6LDG AUTH 85732M-EL-7 1D3.935 5,196.75 39.44 ,� 15,000 WESTALLEGHENYPASCH 951140-%H-0 101.382 15,20730 200.52 � PAQFIC LIFE SELECTV A 69447462-8 " $125,537.80 � � JACKSON PRSPN L VAR 468495-67-6 `"$589,�81.Z$ � �PaciFe Life is wn ennuity produc�. The death value is calc�lated by lhe annuiry company upun receipt of a comple[ed Aenth i pucket. ' � " Jackson is an annuity product. The deau� vaWe is cnlcola�ed by AnnuiTy Company upon receipt uF a completed death t packct. ! Ploaso feol welcomc lo contaol mc if yoo have uny additional yuestions. j� ' Si �ly, � ; �R�� ? � Re ecca Waltz � Cliant Associa[a for Philip M Deemar � � � � � � I i . The above summary of�prices/quotes/stetisticsJ has been obtained from sources believetl'o be reliable, but is nof � necessanly complefe and cannot be guarenieed. Pnces may nof reflect fhe value at which secwities could be I � sold, This summary Is fo�information purposes onty. This is not a substitu[e forWells Fargo Advisors client I . statements and fra0e confirmations, Whicfi Wells Fergo Advisors considers the only ofllcial and accurate recroNs i ot account activiry � Ooxe 2 of z � Estate of Faye I. Deppen Wells Fargo Account No. 2763-4769 Description Value Interest AT&T Inc 56,900.00 eristolMyersSquibb $10,755.50 CIoroKCompany 510,910.00 Conocophillips 59,877.50 Dow Chemical Company 59,850.00 Ea[on Vance Corp Non VTG 57,905.90 Firstenergy Corp 57,122.00 Kinder Morgan Inc Del 59,686J0 McDonaldsCorp $9,951.00 Senior Housing Prop Tr $5,562.50 Six Flags Entertainment $ll,510.00 TAL International Group $8,510.00 Washington Real Estate $9,213J5 Allentown PA PKG Auth $15,51930 $210.42 Allegheny Cnty PA Ser C 55,42415 54�.zz Altoona PA Area School Dis[ 54,674.50 $36.89 Ambridge PAArea Sch $15,14835 $1��29 Armstrong Cnty PA Ser $5,463.75 $59.03 Belle Vernon PA 510,003.20 $135.94 W rbon Cnty PA Area $ll,011.10 5230.90 Central Bucks PA Sch $5,324.05 558.92 Connellsville PA $4,639.90 54�33 Elizabeth-Porward PA $11,013J5 Erie County PA Ref 510,698.80 $194.44 Garnet Valley PA Sch $15,06030 $256.77 Garnet Valley PA Sch $10,354.90 5169.17 Lackawanna Cnty PA RFDG $11,159.90 $243.06 Moshannon Valley 5ch Dis[ $5,085.95 54132 Nazare[h PA Area Sch $158,501.00 $202.00 North Pocono Sch Dist PA $5,113.45 $95.03 Norwin PA Sch Dist RFDG 514,325.15 $19635 Norwin PENN S/D SER A $5,297.80 $83.07 Pennsylvania57TPK 511,077.20 5121.01 PA ST Higher Ed FACS $15,248.10 $133.13 Philadelphia PA Hosps $10,378J0 568J5 State PSBA PA Rev CMNTV 510,425.60 $4z.�1 State Pub Sch Bldg Auth 55,196J5 539.44 WestAlleghenyPASch $15,207.30 $200.52 Pacific Life Select V A 5125,537.80 Jackson PRSPN L VAR $589,78118 TOTAL $1,224,426.98 $3,083.71 $3,�83.71 $1,227,510.69 Fev�150BE%�IOB-4� SCHEDULE E pennsylvania CASH, BANK DEPOSITS, 8 MISC. oEana.MEr��oraEVENue PERSONAL PROPERTY INHERITANCF iM PEl VRN HESI�ENT OECEDENT ESTATE OF FILE NUMBER De en, Fa e I. 21-15-]55 m�wae ine oro�aaa+or nuaaoa�a�a ina ama me vroapa.we,o�eoemea nr ma e:�me. ai erovenyioimp.o..n.a wim me nen�oi.�nmo.min m�.�e.m:cio.�e o�:onaewe F. VALUE FT DATE ITEM pESCRIPTION OF DEATH NUMBER � 1.02 carot diamond 14K yellow 9old enga9ement ring-See attached appraisal from Joseph 2.780.00 James Jewelers datetl April 22, 2015 2 2 diamond 74K yellow goltl signet ring-See attached appraisal from Joseph James Jewelers 50.00 dated April 22,2015 3 7 diamond 18K white gold cluster ring-See attached appraisal from Joseph James Jewelers 220.00 dated April 22,2015 4 Cemetery Lot at Rolling Green Cemetery-See attached email from Rolling Green Cemetery 1,895.00 datetl April 30, 2015 5 Coins and One Hundred Dollar Bill -See attachetl appreisal(rom Ibis Appraisal Services 627.35 dated 5118/2015 6 ComcastCable-Refund 64.46 7 Highmark-RefundofPremiumforprescriptions 80.40 8 Highmark-RefundofPremium 245.07 9 Met Life 259.18 70 PNC Bank Certificate of Deposit Account No.71000275208-See attached letter trom PNC 2<.U84.71 Bank tlatetl April 13, 2015 71 PNC Bank Certifcate of Deposit Account No. ]170026�621 -See attached letter(rom PNC 44.457.59 Bank da[etl April 'I3, 2075 12 PNC Bank Certificate of Deposit Account No.31700337139-See attached letter from PNC 42.382.74 Bank tlaled April 73, 2015 Total of Continuation Schedule See anachea page TOTAL(Also enter on Line 5, Recapitulalion) 499.8'19.54 (I�more spece Is nee4e0,etl0111onal peges ot�he same size) CopyrigM(c)2012 form soflware onty The Lackner Group, Inc Porm PA-1500 Schetlule E(Rev.0842) Rev-150B ES��Y8�4) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. �EP`�a�ME��oFRE����E pERSONAL PROPERTY wnewrtaHCEr�aeruau ecsiuenr occeoenr eontinued ESTATE OF FILE NUMBER Deppen Favel 21-15-155 ITEM VALUE AT DATE NUMBER DESCRIPTION OFOEATH 13 PNC Bank Certifcate of Deposit Account No.31900219366-See ariached letter from PNC 55.747.26 Bank tlated April'13,2075 74 PNC Bank Checking Account No.5003767589-See attached letter from PNC Bank tlated 725.98 April 13, 20'15 15 PNC Bank Checking Account No.5140015873-See attached letter from PNC Bank dated 753,80'1.27 April 13, 2015 16 PNC eank Savings Account No. 5001957302 -See attachetl letter from PNC Bank datetl April 43,352.54 73, 2015 77 SanW ntler Bank Money Market Accounl#2331037029 -See attachetl letter tlatetl May 7,2015, 0.88 from Santander Bank �8 State Treasury Department-2014 State Income Taz Re(und 45.00 19 United States Treasury-20141ncome Tax Refuntl 1.046.00 20 Verizon Refund 33.86 21 Transamerica Life Insurance Company Annuiry p02CBT098570-See attachetl letterfrom 729,722.67 Transamerica Life Insuronce Company datetl 4/'15/2075 TOTAL(Also enter on Line 5, Recapitulalionl 499.819.54 CopyrigM(c)2012 form software onty T�e Lackner Group.Ina Form PA-1500 Schetlule E(Rev.OB-12) ' IOSEPIi �AMES JEWELERS � April 22,2015 �state of: Payc I. Dcppen Executor. Robcrt Suidis Saidis,Sullivan&Rogers ' 26 W. Iligh Stroct Carlislc,PA 17013 The folluwing ilems were evaluated for Estate purposes: . • Lady's 14K yellow gold diamond eng�.gement ring. 1he Round Brilliant Cut Diamond measures approx 632mm x 637mm and 3.9mm dcep. This diamond weighs approx 1.02 ct. Th�clarity is VS. '1'he color is F. 7'his is set atop a 14K yellow gold �� wedding band, measuring Gmm widc x 1.Smm[hick. The symmetry and polish are good. , � The crown is 14k white gold with fi prongs. Thc fmgcr size is 7.75. 'Chis ring weighs il S.OSdwt. Valae: $2,180.00 � � • Lady's ]SK white gold diamond clustcr ring. F.ach of the 7 Round Srillianf Cut �. lliamonds mcasure approx 2.Smm-3.9meu in diameter. "1'hese diamonds weigh approx � i '. 94ctw. 'fhe clazity is SI. The culor is J-K. Fach is secw�eei within a pronged cluster. ��. The �owct design riog is constructed from 7 die struck orowns with a iwo piece shank I . assembly,weighing 2.2dwt. - Value: $220.00 � . • I.edy's 14K yellow gold diamond Signet Ring, �w;h of Yhe 2 Round Brilliant � Cut Diamouds measure approx 13mm in diame[er. "I'hese diamonds wcigh approx � .02ctw. 8ach is secured with bend pmngs beside tl�e non engreved[op. This iv p coustruefed Crom a one piecc casting, weig6ing I.Odwt. i Valuc: $SO.UO a ! am D. Davis P.G. —_- 301 EaseMnin 5treet • Mechenicshvrg.PA 17055 • p17�7959224 Dolly Hotkenberry From: Grim, Renate <Renate.Grim@DignitymemoriaLmm> Sent Thursday, April 30, 2015 1136 AM To: Dolly Hockenberry Subject: Good moming from Rolling Green Cemetery Hello Ms. Hockenberry Thank you for contacting Rolling Green Cemetery today. It was a pleasure speaking with you. Upon researching Ms.Deppen's records I have found the following: Today's value of a space in Block A here at Rolling Green Cemetery is $1695. This is the retail price we charge. Please let me know what else I can do for you. I am at Your Service. Sincerely Renatc Grrin l'aniih/ S<�rvir'r Sul�arvisor LiolGrt�l yre��n Ccmefrry ,-iT-TG�-1��Sg ;p-,-o ra 8�c; ��a z Dri�am as if yau'l(live �orever, Live as if you'(1 dCe todai�! 1 '', ESTATE APPRAISAL REPORT � PCR,SONAL 1'ROPERT'Y � Personal Properry of the Estate of. ' Faye L Deppen, deceased ', Personadty Currently Located: Saidis, Sullivan & Rogers Office. 26 West High St. Cadisle, NA 17013 '� Cdaent: � Robert C. Saidis, Esq. (Saidis, Sullivan&Rogcn. 26 Wesl High Sk Carlisla, PA 17013) Intended Users: , Kobcrt C. Saidis, Iisq. I The Family & Beneficiaries of the Faye I. Deppen Estate Any Other Person(s) Authorized by the Client _ __ _ _ _ . _ _ _ _ _ _ . _ '� E,fjeclive Date of Appraisal: ' d.o.d. February 26, 2015 I Date oj'ReporC: May 18, 2015 �, By: , 1�is Appraisaf ' � Services � +45 n`Ha�rSL P.O.&w'24 (p��:e�fyYAfJOfJ 1 (%]9f ZA1.34]4 il I 1 h�lo�AixaPPraisNs.com ���wnelb/supprieuls.cmn i �_- L � Ibie Appcaieal Servioas: Deppen Hetato Poreaonity Appraiael Raported un Mey l8,2015 �� P.ffcctivo Data:Date of Dea�h: Fcbmary 2G,2015 Yago 1 of 18 TABLE OF CONTENTS Tablc of Contents 2 Cover pocumen[ 3 Appruia�al Scope of Work 3 I Approach to �alne &Mmketplace 3 � dpproaches to Value Not Osed 4 I IrmitingConditions 4 � � Report Notations arid Observmrces 5 I � Appraisal Summary 6 i Ycrsonal Property Listing 7 � Category:American Coins &Curreney 7 Category: Foreign Cains 8 Appraisal Swnmary(Copy) 9 Glossary 10 �� Apprxisal Certification 12 '� Referenees 13 ' - Yrivucy Notice&Pension Protection Aet of 2006 Steteme�t 14 � SlatemenlofQualifica[ions , 15 �. � DigiUil Copy of Appraisal&Yhotographs 18 , Ibu Appmisal 9arvices:Dappen Hs[ate Yersonalty Appraiael ReputteA on Muy 18,2015 I��I Idl7ective Dute: dace of Death:Pebmary 26,2015 Page 2 of IS ', � COVER DOCUMENT Anpraisal Scope of Work I hereby present this estate appraisal xeport of t6e personal prupeny of Faye I. Deppen, dcceased. 'Che objective of this completed qualified appiaisal report was to determine rhe fair mazket value foc tha intended use of astato menagemont and possible division of personalty. The e�tTective date of tt�is appraisal report is as of the Date of Death: Februazy 26,2015. This appraisal was reported and produced on May 18,2015. The client in this appraisal report is Robert C. Saidis, Esq. (Saidis, Sullivan & Rogers 26 West High St. Carlisle, PA 17013). The iniended users of this eppraisal report are Ro6eri C. Saidis, Esq., �he family and bcucfioiazies of the Faye I. De�pen Estate, and any othec perso�(s) authorized by the client. FrFmk. R. Loncy, III (Ibis Appraisal Scrvices Niunismatist) has personally and physically inspeeted,reeorded,snd anatyzecl tlie listed personal propedy May 2015. 1'he onsite examinution and recordation took place at 26 West Aigh St. Carlisle,PA 17013 by Frank K. Luney,lll and in ihe presence of Dolly Hockenberry,Partlegal. '1'he personalty was found W be in good condi[ion. Faye I. Deppea,deceased, is understood[o be the owner of the appraised personal proper[y. The estate personal property appruised in this report consists oi'America�mid Foreigu wins and currency. The reporl is ocganized into American Coine&Curteney and Foreign Cnins. � Anroroach to Value & Marketnlace Sales Comnarison Approach. The Sales Comparison Approas;h to dctcanine tair market value was used in this apprais¢I repoR. �. The Sales Comparison Approach wmpares the item being appraised with the price nt which the . '�. property would change h¢nds between a w�iling buyer and a willing soller. This methudology is � ' commonly used for divorces,cstates, and federal non-cash charitable contdbutions. . The infoanatioq data, and values conlnined in [his t�port ure based upon relevan[ reliable , ' sowces, reasoned jus6fcalion, and rationale using a Sales Comparison Appmach to de[ermin� �� �� the Pair Market Vnluc of'the versunnl oroaerlv. All oe rh,� ra:�_m_.g,q.,�i��,�a .,_��KN.� �.,..,�h.�.. , determined with consideration to the identificatiun and conditiou of the itcme oomoazed with the� � mazke[tttat is considered Lhe mo�l cummon Fo�siatilar items, while tuking into effect the market � ce�diL'ons, ts^d=_a!2bi!ih� �ictors. The eo¢dition of She itums is pazamoun[to the valuation of[he persoualty. The vc;lues are believed to be undiminished by any lieas, fracAonal interosts, or w}� �� other form of encumbeunce or alienation. ILis Appraisal Serviws:Deppen Cstate Personalty Appmisul Re�oneA on May I8,2015 ', � HfPec[ive Datc:Dnte of iJealh:Febmery 26,2U]5 Pege 3 of 1 S ', � For detetmining the fair market value, the moR commo� market for [t»s personalty is through � public sale (public auction & seller-to-buyer). A mnrket data analysis of compueble sales transactions was used to reconcile the quality and quantiTy of data and contextualizc thc personalTy within the relevant mazketplace. Relevant transactions and sale prices were researched through cxisting auction records, intemet databases of sales, and offers to purchase &om buycrs. � If applicable, any statements, data or documentaGon provided by the clients, owners, or any � present persons are included in this ceport. � Fair Murket Value is defined by IRS Treasury Regulation §202031-1.: "The fair mazket value is the price at which the property would changc hands between a willing buyer and a willing seller, neither being under any compulsion m buy or to sell and both having reasonable knowlydge of relevant Faets. "Che fair market value of a pacticular item of property inefudible in the decedenPs goss estate is not to be determined by a forced sale price. Nor is the fair mazket value of an item of pmperiy W Ae de[ermined by the sule price of the item in a muket other thzm that in which such item is most commonly sold to the public, talcing into account the location of the item wherever appropriate [Treasury Regulation §202031-1�:' Approuches to Value Not Used. Cos[Aooroach. The Cost Approach to determine value was not used in [6is appraisul repori. The Cosl Approach compares the item being appraised with Ihe cos[to replace the item. This pro'vides an estimate of the cost to replacc th�nugh production, repcoducrion, or purohase. �ISA Corc Course Manual]. "fha Oost Aupxoach is uRen used to delerminc Dcurccialion. Reqroducdon Cost. Producfion Coet. Replaeement Cost (NEWI, and Reolacement Cost ([1S�Dl. 1'his methodolo�y is ��, wmmunlv usui for insurance and clamaee claims. The Cost Aoo�'oach is not anplicable to detrxmining the required I'air Marlcei V alue. ��. lncome Aonronch_ �, The Income Approrwh to determining value was not used in this appraisal report. 7hc 7ncome �. Approach involves the comparison wiW the income producing record of similar property and [he ��. e.ppliention of present worth fnrmulas to determine prosent worth. 71iis approach cxlculxtes the �,� equivalent oresent� wodh of income that is flntieipaied to be generated in the PuCure [[SA Gore ' Course Manual]. The T�come Approach can be used to determine, for example, the income of , leased items or the income finm reproducing art prints. The Income Approach is oot applicable ; Tu determiniug the required Fair Mazket Value. Limitine Conditions ��, - A�t cntrnordiuury assumpYion wes used in the analysis, research, and determinafion thFit . ttie i[ems were identified conectly. , - No hypothetical conditions were used in this appraisal ceport. ��i Ibis Appraisal Servicw:Deppen Estate Nersonaky ApPnisal Repurted on May 16,2015 �, EfTactiva Date: Dato of[�nth:Fnbruary 26,2015 Pnga 4 of 1 B Report Notations and Observances Titis appraisal is to be used ONLY (Gmited-use) for the function of helping cstatc mariagemcnt and possible divisio� of persnnalTy. With exception of the clie�ts, use af this repurt or . publication by others is not intended, and mmy other usc of this sppraisal rendcrs it null and void. Reproduction of this report must include the repori in its entirety including al] cover dacume�ts, � attachments, appendixes and datu. Only the xppreiser shal] make changes to any dexripGon in , this appraisal report. 7'his appraisal is not en indication or certificate of title or ownership. The '� identification of the interest oFthe clients has becn represented to t6e appraiser by the clienis end no inquiry, investigation or opiriion wil]be made as to the au[h of such representation. The terms of uny agreement or understanding entered into (or eacpected to be entered into) by or on behalf of the clients that relates to the use, sale or other disposition of the personal property is not known as of the date of the valnation and appraisal report prnduction. The nppraiser essumed that a normal and careful examina[ion of the property wns sufficicnt tn determine its quality and conditioq aud that no extraordinary examination procedures were to be utili�xd, unlcss these were specially requested and Ihe expenditure of funds therefore authorized. Unless otherwise staled hereiq Ihis appraisal is based only on the readily apparent identity of the peraonal propetty appnised. ln my opinion no fur[her guarnntce of' uu[henticity, gentineness, a[tribu[ion or authorship is necessary. � APPraisa� l- ��� � LLC , � . :, I SA � Alyeaa L. .L e ,ISA-AM � WTLRNA710NA1 Di or&CEO f SOC1E1l'r�APC'[2AISERS �' � � ISA Accmdi d Mcmbcr � AccrcAitcd Membcr I ' Ibis Appreisal Services:Deppen F.sWta Parsonalty Apprnisal Reported on May 78,2015 ' F.IToctivc Dote:Da�e ofDoath: Februwy 26,2015 Ynga 5 of 1 B aPYxalsai. su�mr.�v � It is in my opinion,that as of the d.o.d.Februury 26, 2015 a�d reported on May I 8,20]5 the Feir � Murket Value of the Estate Personal Property of Paye]. Deppen, deceaced: �� (Six Huadred Twenry-One Dollazs and Thirty-Five Cente) ($62135) i, I i i �6�6 pprair,a� �rv��< LC I i I1 Alyeea LW. SA-AM � � i t r&CEO II I ISAAcccedire Mnnbcr J I SA � � IN"fERNATlpNAL � SOC1P.'fY.�'APPRAISERS AccrcdlicA Mem6cr i� The reoort must be read in its entiretv. The Apnraisal Summarv ONLY is not the appraisal renoit. I � i I Ibis Apprais¢I Services:Deppen Fste[c Pcrsonalty Appraisal Repor[rd ou May 18,2015 F,Hective Dnte:Dace of Deeth:Fehruary 2b,Z015 Page 6 of I% PERSONAL PROPERTY LISTING Category: American Coins & Currency _ 1 i �<`<k, Peace Dollacs.Nine(9)Peuce silver dollazs. $162.00 � ��� ��`.� _ 1922 x 1 �� - 192Ax8 � . Corresponding Digrtal Photograph Frle.� img_1941.jpg I :L.i ,�a ;5 �' � III 2 ��;;"'� . 4 Mm�m Dollara. Niue(9) Morgan silver dollars. $189.00 I�'� '. _ t +'�.$'" �:: -1879-0x I �. - 1882-0 x 1 �, .' :� ��}�: - 1889 x 2 '�.. �,�,�.._,. � �U" ` � - 1890 x I �I - 1899-0 x l - 1900-0 x 1 �li ^` - 1901-Oxl - 1921x1 �I '' Corres ondin Di '(al Photogruph Frle: img_1943, ' 3 i -""' MorKan&Pcace Dollus. Seven (7) Morgan silver dollars $I(R.00 . ���,�;7w � aud onn(1) Peace sllv�'dollxr. - 1879x2 °" ' `� - 1879-S x 1 , ,rµT r;�,�,: :�j � . �. - 1883-0 x 1 � - 1888-0 x 2 �-= . �"�` - 1889 x 1 Y,".� . �L: ��'"��'�� - 1924 x 1 CorresporulingDigitalf'IhotographF'ile: img_l944j 4 �, Currooc�Nate. One(() 1963 $IOO.00Circulutulcurrency $100.00 ��k' ., note. ��� � ' CorrespondingDigitalPhom�,Taph!'ilc: img. 1946.jpg lhis Apprnisal Services:Deppen Gstete Personalty Appraisul Repor[ad o�May 18,2015 Hffective Unte:I7ate of Death: Febmary 26,2015 PaSe 7 of 18 i Cate or : Forei Coins I —_ -- 5 Forei�n Coins.'Lwo(2) copper foreibm coins. $010 ," y� . CorrespondingDigita7PhotographFile.� img_1945njpg �, ,y�,=..:�, i s� — — — ._ 6 ', a- rbrei n�Coin.One(1) 1918Cunadasilverquarter. $225 dr r CorrespondingDigitalPhotographTile: fmg_ 19456.jpy I � d �� . ��.�� .. �� . ^M�;: .:. .. ; ' .« , __. I �— - Total $62135 � Ibia Appraisal Services: IhpPcn Estate Personalty Appraisal Reponed on Muy 18,2015 LfTective Dx[e:DWe of Death February 26,2015 Page 8 uf I B APPRAISAL SUMMARY It is in my opinioq that as of the d.o.d. Pebruary 26, 2015 end �epoRed on May 18, 20]5 the Fai� Mazket Val�e of the Estate Personal Property of Paye I.Dcppcn, deceased: (Six Hundred Twenty-One Dollazs and ThiRy-Five Cents) ($62135) I � � �bis Appraisal il ervic , L,�,� '� �. NyesaL.W ` Y.ISA-AM � Die cmt&CEO ', ISAAccreditedMembe[ ' � I SA � WTCRNATIONAL r SOCIGCY./91'PRAISLRS � Accrc[IJ1cA Membcr The report must be read in its entiretv. The Appraisal Summarv ONLY is not the avpraisal report. 'i Ibis Apprai�l Sarvices:Deppert Es[ale Persoualty Appraieal Reported on May 1$2015 ' EfCective Date:Daro of Death: Febrnnry 26,2015 Page 9 of 18 GLOSSARY Cost Approach. Compues the item being appraisc� with the cos[ [o teplacc thc item. This provides an estimate of ihe cost to replace through produclion, reproduction, or pwchase [ISA Corc Course Manual]. Cx4aordinnrv Assumofiou. A ]imiting condition whero ari assumption, directly related W a speci6c assignenent, which, if Y'ound to be false, could alter thc appraiser's opinions ot conclusions �USPAPj. � Pair Murkct Value. The fair market value is lhe price at which the property would change hands �� 6etween a willing buyer and a willing seller,neither being under any compulsion to buy or to sel] und both having rcasonable knowledge of relevent facts. The fuir mazket vuluc oF x partiuular item of property includible in the decedenPs gross estate is not to be detcrmined by a forced sale priee. Nor is the faix maTket value of an item of property to be deta�mined by the sale prica of Che item in a murket other than thue in whioh snch item is mos[wmmonly sold to the public, Taking into account the locafiun of the item wherever nppropriale[Trensury Regulaliou §202031-1]. u.,..,,rhP�icat rnndirion. A limiting conditio� wbece lhat which is eontrary to what euists b�t is �a� for Fl,e�arpose of analysis [USPAP]. � I.S.A. or ISA. lnternaGonal Society of Appraisers. Income Aimroach. Involves [he r.mm�nrisnn with ihe in�.ome r+rodn�;�� mP�„�� ^F �';^��t'• properiy� and the application of present wurth formulas tu determine present worth (used � primarily for invcstment properiy) [ISA Core Course Manual]. Limitine Conditions. Prevxiflng condifions that adversely affecl the appr¢isal process and, as a � corisequence,pussibly ihe value oonclusion [ISA Coec Couise Manual]. Present Worth. An accoundng tecm thut rep�esents the ciucent amount, in terrvs of doilazs, that � would bc tLe equivalent of income benerated by the sale of property at some poinf in the futwe '� nr the sheam of income eenerated by Ieasine oroner[v for a sneciticd amoun[of time QSA Core Cowse Mamull. � PrculucNun Cust 7he tolal cost of eonslmeting an equally ge�A suhyq�[ute er en Pq��iv2le-^-! ne q � Core Coivsc Manual]. �� Rcadily Annurent Identitv. WGat the appreiser observes uid concludes bascd on tl�cir personal � knowledge and previous experiences �1SA Core Coiase Manual]. R�plucement Cost(�]L,WI.'Che cost necessary to replace an item of personal property with a new �, item of like kind,qualiry,�nd utility [ISA Core Course Manual]. �� Ibis Appraiszl Serviccs: Deppen Estate Pereonalty Appraisal Rcported ov Muy 18,2015 ��I L+ffectivc Dnte: Date of Death:Fe6ruery 2Cr,2015 Page 1 U oC 1% Rwlacement Cost NSEDI. '1'he cost necessary to replace ao item of personal property with an eyuivalent item lwving similar appeazance, quality, condition, age, authorship and �lility, having � similar wear and tear,decay or defects, and obsulescence as the item being appraised [ISA Core Cuurse Manual]. Reproduction Cost. The total cost uf coosWeting an exac[replica, using the same materials and construction techniques as fhe original by a yualified craftsman[ISA Core Course Manual]. Sa]e Compazison Aooroach. A process of annlyzing the sales of similar (comparable) sold properties in order to derive an indication of the most probably value of the property beiog appraised. Based on lhe assump[ion that: - a reasonably pmdent persou will not pay more to acq�ire a properly thau it would cost to acquire a comparable substimte properiy; - u prudent seller will not ordinarily sell a propeAy for less than other sellers will be able to �� get for their similar properties [ISA Core Course Manual]. � U.S. or US. United States. i �"� Ibis Appraisal Services:Deppen Es[ata Personalty Appreisal Reported on May l8,2015 '� ECfectiva Uate: Dnle of Death: 1'ebn�ary 26,2015 P°Bd >> °f 18 CERTIFICATION OF APPRAISAL I ccrtify that, to the bast of my knowledge and belieF. - The statements of fnct contained in this report ue irue and corrcct. - The reported analyses, opinions, and conclusions are limited only by thc reported assump[ions and limiting eunditions and are my petsonal, imparlial, and unbiased p:ofessional analyses, opinions,and conclusions. . - i have no preseut or prospective interest in the property that is the subject of this report ond no personal interest with respect to the parties involved. - I have performed no services, as an appcaiser or in any uther capacity, regazding the property that is the subject of this report within the three-yew� period immeAiacely preceding acceptance of this assignment. - I hxve no bias with respecl to the property that is the subject of[his report or to[he parties i�volved with this assignment. - My eugagement in Ihis assignment was not cou[ingent u�n developing or repor[ing predetermined cesults. - My compensation for completine[kus assignment is nut contineent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client ihe umount of the value opinioa the nttainmenti of n stioulnted result, or the occunence of a subsequent event direcUy related to the inlended use of lhis apprsisal. - My analyses, opinione, nnd conolusions were developed, and this raport has bee� prepured, in conformiry with the 2015 Uniform S7attdcvcL+' of Yrofesaianal Appraisal Pruc�ice nnd the inlernationel Society of Appraisers standarcls a¢d ethics. - f have made a personal inspection.of the property that is the subject of this report. - Fxank R. Loney, III (Ibis Appraisal Services Numismatist) provided si�ificaut parsonal property appraisal assistxnce to the persun si6ming this certification. �6is ppraisa� � y ervices LLC � ..r/ IS A AlyssaI.. n � ISA-AM � �N1E.RntATIONAL Dire toa&CEO ' SOCIHI"Y.�API'RAIStiRS � ISA Aecredited Membex Accredlied Member " Muyl$2015 �I IAis Appraisal Sarvlces:lleppen Hstate Yersomlty Appraisnl itepnrtu]uu May IB,2015 eftective Date.Daze of Death:Pebma�y 26,2015 Page 12 of 18 AYPRAISAI. REFERENCES I . American Socictv of Appraisers. http://www.appraisers.org/ Bid Sauare.hrip://www.biclsquare.com/ I' Coin Dealer Newsletter.http://www.graysheeLcom/ Cordier Antiques& Auctions. 1500 Pweton SL Hurisburg, PA 17104. I . http:/hvww.cordiara¢tiques.com ' Ebav. http://www.ebay.com I, � Foundntion for Annraisal Pducation. http://www.fouudaGonY'oreppraisaleducation.org/ I'I I R S Publication 561• Petermini¢e ihc Value of Doneted Proocrtv. http://www.irs.gov/pub/icc- pdf/p561.pdf � lutemal Ravenue RegulWion. Section 1.UOA-1(c)(2). InYernational Sociery of Aapraisars.https:/lwww.isa-appcaisers.org/ Live Auctioneers, http://wwv+.liveauctiuneers.eom '�, Momhv Auctions. 2000 North Rending Rd. Denvex, PA 1751Z '� �. http://wwwmorphyaucUons.com/ � Proxibid. http://www.proxibid.com � Terancak.http:/Iwww.terapeak.com � Unil'orm Standazds of Prof'essional Ay�sal Prectice, http://www.appraisalfouodation.org ' Worthnoint. http://www.worihpoint.com � Ibis ApPmisul Services:I�ppen Y.stu�e Personalty Appreisal Repurted on Muy 18,2015 . EUecdva Dete:Oata of Dea[h:February 26,2015 Page 13 oP I B Privac�Notice Pursuant to lhc Grumm-Leach-Rilley Act of 1999, effective July 1, 2001, appraisers, along wilh all providers of pecsonal finaociaf services aze nuw required by federdl law to inform their clients of thc policies of the firm with regazd [o the privacy of client nonpublic personal information. As professionals, we imdersWnd thnt your privacy is very impurtant to you and are pleased to provide you with this informution. In the course of performing appraisals, we may collecl what is known as "nonpublic personal informa[ion" about you. This information is used to faoilitate the services thxt we provide to you and may include the information provided to us by you directty or received by us &om others with your authorira6on. We do no[ disclose any nonpublic personal informution obtained in thc course of our engagement with our clients w nonaftiliated third parties, except as necessary or as requ'ved by law. By way of example, a necessary disclosure would bc to uur independent cunVactors, and in certain situations, to unrelated third ptvty consultants who need to know that informavon to acsist us in providing appraisal services lo you. Nl of our independent eontractors and any third party consul�ants we engage are informed that any information they see as pan of an appraisal assignment is to bc maint¢ined by strict confidenca willun the lirm.A disclosive required by law � would be a disclosure by us [hat is ordered by a court of competent jurisdic5on with regard to a legal action to which you are a pany. � We will retnin records relating to professional services that we have provided to you for u icnsonable time so that wo ¢rc better able to assist you wl[h youc needs. ln order to protect youc nonpublic personal information from unaudiorized access by third parties, we muntain physical, , elecVonic, and pror,edural sufegmrds that wmply with our professional standards to insure thc sccucity and integcity of your information. Pension Protection Act oF2006 Statement Aocording to Notice 2006-96 in Pari IlI —AdminisVative, Proceducal, and Miscellaneous, this � appraisa! conCorms to the Transitional Guidance Reguding Appraisal Reyuirements for Non- Cash Ctmritable Coutribu[ions. I xin a "qualified appntisun" with the ISA-AM (international Society of Appraisers .4cereditcd Member) designation fmm tihe Interna[ional Society of � Appmiscrs'. I re�nxlarly perCorm appraisals for which 1 reccive competvsation. My eduearion xnd experience demonsVating tl�e valuatio� of the type of property in this appraisul can be found in ihe Appendix. Decausc of roy background, euperience, education and membership in professional assooiations, I am qualified lo rtudte �ppraisals of this Type of propetTy t}wt is the � subject oCthis appraisal. i have noi been proLibited from prae;ticing before the IRS. I understand that a subsCantial oc gross valueUon misstetement resulting tivm this appraiael, used in connection with a retum ur clairn fbr refund, may subject me to-a civil penalTy�under§6695A. Ibis Appreissl Services: DepPen Hslate Yersonalty Appraisel ReporteA on May 1 S,2015 F,ffective Da[e:Uate of DcalU:Pebmary 26,2015 Page 14 of I S STATEMEN7' OF QUAL[FICATIONS Nyssa L.W. I,oney, ISA-AM PRESENTLY I Oc[ober 2001- Present. Founder, Director, and CF,O of Ibis Appraisal Services, 1.LC. Responsible for the management and direcrion of]bis Appraisel Services, LLC. Responsible for the developing and implemcnting policics, guidelines, public pmgrams, and standazds for personal property appraisal practice and fulfillment. Takes an ac[ive role in promoting etttics in personal property appraising. � � I-Ias conducted over 1000 on-site and iu-house personal property appraisals. Yed'otms persona] i property appraisals for divomes, estates, insurance, donations, non-cash charitable contributions, � theft/&aiid, and general knowledge. Pedorms in the service of law firm.c, banks, insurance agencics, government agencies, military branches, universities, libraries, museums, churches, I � non-profit agcncies, and the public. Pedorms wurt-recommended and court-ordered possession ; (Care, Custody,and Control)of divorcing cooples disputcd or seized peisunal property. FORMAL EDUCATION B.Sc. Hisrorical Textiles and Clothing, 1992, R'est Virginia University,Morgantown, West Virginia,United States. M.A. Mcdieval Atchaeology, 1995,Uuiversity of York, York,England. PROFESSIONAL SOCIETY MPMBERSHIP - Amedoan Socicty of Apprxisers - International SocieTy of Appraisers - The Fomidation Pur Appraisal P.ducation , YROFESSIOnAL COURSE COMPLETIONS(YEAR) � ISA Course Completions - Core Coucse in Apptaisal Studies(2007) - Antiques&Resideutial Contents(2008) - Advanced Repprt Writing (20l I) - (:ertified Appraiser of Ycrsonal Properiy"festing(2011) - ISA Requalificatiun Course (2015) - ISA Accredited Member Coursework&'festing (2015) USPAP Compleaons - 2002 15-Hour UniForm Standards of Yrofessionnl Appruisal Pracrice(2002) - 2009 15-Ilour Uniform Standards of I'rofessional Appraisal Yractico(2008) . - 2015 15-How Uniform Standazds of Yrofessional Appraisal Practice(2015) [bisAppmisal5ervicas:DeppenEs[etePersonaltyAppruisal Repurtedon pegal5o��16 '� F.ITective Uata:Date of Death:Februery 26,2015 O S Governmen[Complelions - Departmem of the Treasury, Pedernl Taw Enfun:ement Training Centec (2000) - XP-ARPTP-005. Archeolugical Resources Pro[ection Training Pro�am -American Antiquities Act of 1906 -Na6onal Historic Preservatioo Act of 1966 -Archaeological Resomccs Protectiou Acl of 1979 -Native American Gravas I'rotecflon and Repxtriat3on Act of 1994 YROFESSIONAL ACCOMPLISAMENTS I � - Has taught CLE cow'ses for the Pemsylva�ia Baz Associazion Family Luw Seelion on �' appraising objects for divorccs. �i - QualiYied in court as Expert WiNess, Yersonal Property Appreiser (houschold and , residential contents, antiyues end collectibles, electronics, equipmem, fine ait, firearms, �� . silver, ete.) in Adams,Cumbedand, Dauphin,Juniata,and York Counties,Pcnnsylvanin ��.. PROFESSIONAL PANF.LS,PAYER5 AND PLBLICATIONS - Loney, A.L.,Vlaclay, L.G. &Moonay. 2012. "Hnw m Appraise Unigue I1ems- N'huYs Thue ThinX Really YYorth?"Panel presentcd at Family Law InsUtule, Family Iaw Workshop.Philadelphiu,PA. � - Anthony,J., Loncy, A.L., Maclay,L.(3.,Tabas, L.S. &'1'abas,E. 2012. "WiwYs that Wnrth?"Yanel presented at PBA Farnily Law Scction,Winter Meeling. SL Petersburg, Fi,. - Burton,B.,Jenkins, A.,Loney,AL, 9joberg,A. 2012. "F'an-Made Star Wars L'ol(ectfbles".Paoel pcesented at Lucas Pilme, Star Wazs Celabrution VI.Oduodo,FI,. - Crebas, J.,Loney,A.L.,W ilson,K. 2009. "Girls Love Toys Too!"Panel presented at The 8dmonton Collecvble'Coy and Cumic Show. F..dmonton,Canada. - Georgoulias,C. and Loney,A.L. 2007. "Col[ecting/Ol". Yanel presen[ed at I,uces Films, Star Wars Celebration IV. Los Angeles, CA. • Loncy, A.L.2004. "Appruising An7iques and Collecti6les". Paper presented at Sixtecnth �� Annual Montgomery County Womeds Conferenoe. Montgomery County Community ! Collegq Blue Bell, PA. - Loney,A.L. et al 2003. "Downtown Curlisle-Realizing Ihe Vi.rinn". Paper presented at '� Leudership Cadislc. Cazliste,YA. � - Lnney, A.L. 2002. "Appraising Pcrsonal and Culturul Property". Paper presen[ed u["I'he � Hclena Pecho 7'ulip Conference. Reading Arca Community College, Reading,PA. I. , nal A reisxl ReWrtcd on May 18.2015 �. Ibis Appruival Services:Deppen Estiace Perso ry pp pa e 16 of 1 S � BRective Date:Dale ofDeeM: Pebrunry 26,2015 g YROFES510NAL WEBINAR COMPLETIONS - Americao Society of Appraisers. 2015. Rogcr Durkin, F.aq,FA3A. "1'he Appraiser os Fxpert Witness". � - American Society of Appraiscrs. 20i5. Elvin Montgomery Jr., Yh.11,AAA. `Yrsdoduction ro Appraising Archives: Yaluing Archives und Large Multi-Faceted Collectionc". - Amcrican Sociery of Appraisers. 2011. Kline,T.R.,Mdrews Kurlh, LLN. "Reslimtton of Art I.00�ed or 0lherwise Displaced during Wartlme:Implicatians Jor Appraisers". @is Appraisnl Servicee:Deppen P.stale Prnsonalry Appreisal Reported on Mny I B,2015 �I ffibclive Date:Dele oPDeath:Fe6ruary26,2015 Paga 17 of IS � � s zo�� , PNC � April 13,2015 Setidis, Sullivan&Rogers Attn: Robert Saidis 26 West High St Cazlisle, PA ]7013 ��, Rti: Naye f lleppen �'� SSN: 181-0]-2239 I DOD: U2-26-2015 Dc;ur Mr. Saidis: In respo��se to your rcqucst for Date of Death (DOD)balances for the customec noted above,our � xccords shuw thc followi�g: '� CerNYcate of Deposit � Aocount k 31900219366 Es�blished: 09-12-200] ' FAYEIDEPPEN IDOD balance: 555,72521 + 16.03 eiccrucd inroxcst Account8 i1700261621 GsWblished: OS-12-2005 �AYEIDBPPEN ' UOD balance: $44,454.18 +3.41 accrucd intcrest i Account# 310U0275208 Established: 1 I-02-2005 � FAYE I DEPPEN I ��'. DOD b��1n�;e: $24,091.45+2.86 accmed interest I Aocount# 3170D337139 P,stablished: 02-10-2009 FAY}?1 ll�PPEN � D011 balaoca $A2,368.81 + 13.93 accrued intcrest I Checking Account � Account N 5003167i89 lstablished: O8-U3-2000 � FAYIi I DL+PPEN SYT.ACCT DOD balancc: S125.98+0.00 accrucd intcrest Pagc 1 of 2 Accoun[N �1400158]3 Es[ab]ished: 04-01-7 958 FAYEIllEYYEN DOD balence: $153,80034 + 0.93-acerued intetest . Savings Account . Accoimt H 5001951302 Establishcd: 02-09-2000 FAY�:1 UEYYEN DOD balxnce: $43,352.23 +0.31 accrucd inlarest � [nveetment Aceount � The decedcnt maint¢ined Investrnenf Accoimt#39421607. For further information, you may cal] lhe � Bxokerage Department at L800-762-6111 Safc Deposit Box � The decedent maiutained safe deposit box#00705 PAYCIDEPPEN � locatcd aC ' � � i . Cedar Cliff'_vlall � ' l 104 Cazlisle Camp Hill,PA 17011 � (777)761-3180 � Please note Ihut this office provides date of dealh balances for deposil accounts(IRAs,CDs,Checking and I Savir�gs). R'e do not proa.ss any finaneial VanNac[ions or provide sta[emeuts. If yoa nced assisixnca wi[h �� uny ofthese items,please call 1-888-PNGBANK Q-888-762-2265)or stup by your la;al PnC 13ank branch '.. oCfice. � Sineecely, �� National Financial Secvices Center � i PNC Rank, N.A � �I McmberFDCC �'. I This message is intencfed for the use ofthe lndividual ar enlirylo which i!u�uJdressed and mcry �II contain mformation tha! ts privileged eo�de�tial arut exemptfrom diselosure under appHeable lmv. ��, I Ijlhe reader of this message is nnt the intended reclpient or the employee or agen/responsible for �� I delivering lhis message to the intended recipfent, you me hereby nottfied[hu[uny disseminution, � �. dislribution or copying of Ihis communicatians is strictly prohibited Ijyou have received this � communicatian in errnr, please notify me immediately by reply or by telephnne at 800-762-1775 and . immediatelydestroythisfctteddoeument. � Pege 2 uf 2 MAY 0 4 2015 � - Coun Ordcr 1'raccseing\Decedents- MAl-M➢3-01-21 - P.O.Box A41005 - Boeton,MA 02284 May1, 2015 � Robert C. Saidis � Saidis, Sullivan & Rogers, P.C. � � 26 West High Street Carlisle, PA 17013 � b . � RE: Estate of Faye I. Deppen i Date of Death: 02l26/2015 p 6 �' � Dear Sir or Madam: '. a � � Per your request, enclosed please find ihe account infortnation as of the date oi death � for the above-named decedent. For your information, accrued interest is not included in �� r the date of death balance. �� . � Please feel free to contact me if I can be of any further assistance. �� � s Very truly yours, f ,�J i �a'n�,-.�" � " ' �[. �. � Donna M. Long � ��� � � Lead Specialist � ��, � 617-514-5189 ' Y j � 4 � � � � � � g � �'i 3 + 1 � a � a � 8 � � Santander Bank ESTA'tL OF !"aye I. Deppen SOCIAL SECORTCY N: 181-01-2239 � DATti OF DEATH: Febmary 26,20]5 Account#: 164ll69702 Typr. Checking Opendate: 8/31/2011 In the name of: Paye I. Deppen Date of Death Bnlance: Closed prior ro death lnt(YTD)from to Accrued iuterest to dute ui dcath: � Other Info: I+unds withdrawn OS/O6/2014$250A2 Ck R 2873831 Account#: 2331031029 Typc: MoueyMazkct Opondate: 6/1/1999 � In the nume of: �e I. Dcppen Date of'Deuth Balance: $0.88 Int(YTD)from 1/1/2015 to 2/26/2015 $0.00 Accrued interest to dal:e ot dea[h: 50.00 Olher Info: Account#: 2335273542 Type: Time Deposit Open date: 12/11/2006 In the nflme of: Faye I. Deppcn Da[e of Death Balance: Clused priox to death Int(YTD)from to Acerued inleres[to dute u(death: Other Info: Acwunt Closed OS/06/2014 $73,158.73 CkN 2873831 Aecoan[#: 1055541518 Type: TimeDeposit Openda[e: 12/11/2006 ln the name nf: Faye I. Ueppen Date of Death Balance: Clo5ecl priur to deafh Int.(YTD) fram [o � Accrued interes[to da[e of deuth: � Other info: A�roou�t Closed OS/06/2014 $84,873.30 CkH 2873831 I Page 1 of 1 � I T� �T�TA� ,� nT/�� nmxnemran.eo�: l\(11 V SCL1V1E1�1liL�e IJ33£AgewowlllwJ NL LIFE INSURANCE COMPFNV QJ�rWpltls,lA 42199 w wlrxren e 04/15/2015 ESTATE OFFAYEIDEPPEN C/O ROBERT SADIS 28 W HIGH ST CARLISLE, PA 17013-2922 I Annuity Policy Number: 02CBT098510 DearESTATE OFFAYEIDEPPEN: We have receivetl notiticalion of the death of Feye I Deppen. We eMend our sincere condolences to you Por your '�� �, loss. Ou�recottls reFlect the following Intormation regeNing this annuity policy: , Annuitant Name: Faye I Deppen . I Owner Name�. . Faye I Deppen � Claimant Name�. ESYAI'E OF FAVE 1 DEPPEN � Portion o,f clairn: 100% . , � Annuity Value�. 8129,122.67 es af 02l2612015 ( � AnnuityType: NonQualifietl � i � Please complete antl ratum ihe enclosed forms in oMe�to initiate a death claim on this ennuity policy. The ', . folbwing information is beip9 providad to assisl you in completing ihe forms enA submilling Ihe aDPropriale '� documen�ation. ; cenerai inlortnation ._---- . ._._—. i The financial professional of�'ecortl will 2main on this annuity unless we are notifietl o�a change in wnting. -, � Please bc ativisetl aulomalic operations such as Syslematic Payout5antl Automatic Paymcnis have been . stoppad. � � Please submd ihe folbwing tlocuments upon selectlon of an option: � ,' � • An wginal certiFled death certificate for Faye I Deppen indicatirty the manner of tlea�h. - Thecomple�etlAnnuttyClaimanPsStaMment. . • Letters of Testamont. � If you have a copy of ihe onginal annuity policy, pleese refurn it wilh the ahove required tlor,umenis. The Claimant fntormation sec[ion on the Annuity ClaimanYs Statem2nt must�e completetl in[he name of j the estate. Please inclutle the es[aM's tax identifkation number antl no�arizetl signature(s)of the Personal � Representative�s�. � 1 1 � CLNNNOOL wova.�, . Delar the Li+na Sum Pavment The deaN beneflt proceeds of this annuity policy can be delayetl up to ihe Sth anniversary of Ihe tlale of death. During the delay period, you can elect to taka a patliel or full distribution by completing an Aonutty Distri6ution Fortn. If a request for a full tliSMbution is no� receivetl by Ihe entl of the tlelay Deriod,tha annuily policy may be automatically surrenderetl and a check mailed�o you for the policy value minus any applicable Fetleal entl s�ate tax withholtling. The taxeble amount of a disiribution will be repodetl on a Tau Form 1099-R in January uf Ne following year. To elec[this delay option, please complete the Annulty Claimenis StatemerM with the 5 yeardelay option elected antl reNrn it in the enclosed envelope wilh an original certified death certificste. Lump Sum Pavmenl The dealh proceeds value will be tlisiribNetl to you in a lump sum paymenl. The taxable amount of any diffinbulion will be reportetl on a Tar Portn 1099-R in January of the follovnng year. Taz Informatbn This letter includes generel tax infortnation ihat shoultl not be relietl upon for Dersonal tax planning. Transamenca Life Insurance Company tloes nol give legal, lax, or eccounting ativice. You may wan[lo consuN your attorney, tax advisor, or accountanl wilh questions regartling ihe tlireq tax consequences when selecling an option. If you have questions, please contact your financial professional or call us at 1-800-553-5957 end press 3 for[he Claims tlepartmenl, Montlay-Thursday 7:00 am-5:30 pm(C� Friday 7:00 am-430 pm (Cn. We appreciate your business. Sincerely, Annuity Services Transamenca Life Insurance Company Enclosure(s): Entdy Claimant Statement; Retum Envelope � Aev-tso u[.�oeaal SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND oevnRrMeN�oraevexue MISC. NON-PROBATE PROPERTY INHERITANCETA%RETURN Rcsio[rvr oEceoervr ESTATE OF FILE NUMBER Deppen Fayel 21-15355 m��:meama m�,�ee oomma�ea aoa niea n me ao:wer m e�y m a�a.��o�=�mro�en a o0 oaae m,�a oi me aev-�soo�i yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH xor oeco's Emwsiou TAXABLE NUMBER TME�OAiEOFT�MN5FER5AiTACHTACOGYOFT�HEDEE�F�OPRENLESTAE. VALUEOFASSET IMEREST �IFAGVLICABLF) VAWE 1 Wells Fargo IRA Account M2763-0777 -BeneFciaries 79,775.73 �9.»5��� are Oonna Morrison,Christine Snell, Patricia Barrouk and Thomas Heim -See attached letter from Wells Fargo Ativisors tlated April 10,2075 TOTAL(Also enter an Line 7, Recapitulation) '19.775.73 (II more s0aw is needeC,a04lllonal pages ot t�e same sizel Copyrighl(c)2009 form so(iware only The Lackner Group, Ina Porm PA-05U0 Sc�edule G(Rev.OB-09) APR' .1 3 2015 � . We1lvFar6oAdvieavs.LLC 919 RmvciDcae . Lehanoq FA U052 Tel:'/192]3-tl&W April iQ 2015, � Robert Q Saidis SaiJis, Sullivan&Rogers , 26 West High Sheet , Carlisle,YA 17013 �, � RE: February 26,20]5 date of deeth valuea for Faye I Deppen lltA Account '� Uear Me Saidis, "I'hank you for your April 6 Icttcr. As you reyuwted, 1 hnve outlined below the date of death values for the . aceount of Fnye i Deppen IRA Account number 2763-477L The account was openui on August 29,2001. � Thie account is nn IRA and the benef cieries are: Donna Morrisoq Christine Snell,Patricin Barrouek and'fhumas I-leim. I am using the closi�g prioe for the shares of the Mom&1 Fund. 'Cho money m¢rket belunce on Febmory 26,201 � was$3.06. � . . . , . .cc; ... . . . �QuanTity Name� � � � CUSIP" ' Symbo! MktPrice Value � PIMCOINVTGRADE 1,843.03 CORPC 7220�8-40-6 PBDC% 10.73 19,775.R ' Please Feal welenme m wn[nc[me if you hnve any additional yueslions. Si e iy, i �z���_ w �� Client Associate for Philip M Deemer Tfie atioVe sulnmary o(IPrices/quofes/stafisUCsJ has boen obtained lrom souroes believetl to he reliable, but is not necessan.�y complefe and cannot be guaranteed. Fnces may noNeRecf the value af which secunfies croWd be �. sold 7his summary is/or in(o�mation purposes only. This is not a substifute forWells Fargo Ativisors client j stafcmenfs and trade confimafions, which Wells Fergo Ativisors considers the only o�cial antl acwrate records i oi accounf ecPivity, I . Together well yo far � Pzge 1 of 1 " � � I MnnbeKIKI1N51PC _ _. . . "`�,"„'.,"," gCHEDULE H I pennsylvania oePAArmeNroFRE�eH�e FUNERAL EXPENSES AND '""EA""""�"""E'°a" qDMINISTRATIVECOSTS ESTATE OF FILE NUMBER De en, Fa e i. 21-15-555 DecetlenYs debts must be repoRed on Schedule I. ITEM DESCRIPTION AMOUNT N ER q, FUNERALE%PENSES: See continua[ion schedule�s) attached 440.63 B. A�MINISTRATIVE COSTS' 1. PersonalRepresenla�ive'sGommissions Name of Personal Representative(s) Robert C. Saitlis SlreelAtltlress 26 W High Street Ciry Cadisle S�a�e PA Zio 17013 Year(s)Commission Paid 2015 30,000.00 p. acmmey's Fees Saidis,Suilivan 8 Rogers 30,000.00 3. Family Exemptiort Qf decetlenCs aEdress is not Ihe same as claiman�'s,atlach explana�ion) Claiman[ Street Address C�iN S1ate _ Zio RelationsMo ot Claimant to Decetlent 1,025.50 4 Pmbate Fees 5. AccountanfsFees 6. Tax Re�um Preparer's Fees ]. O��er AtlminisVa�ive Costs 2,564.60 See continuation schedule�s) attached TOTAL(Also enter on line 9, Recapitulalion) 64,030.71 CopyrigM(c)2013 form soiN+are onty T�e Lackner Gmup.Inc. Porm PH-1500 Sche�ule N(Rev.OB-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Deppen Fayel 21-15J55 NUM ER DESCRIPTION AMOUNT F�neral Exoenses 1 Parthemore Funeral Home Cremation Services, Inc. 440.63 H_p 440.63 Other Administretive Costs 2 GomcastCable 64.46 3 Cumberland Law Journal-Advertise IeHers 75.00 4 EVP-Valualiono(Stock Z'�� 5 Fed-Ex ��'69 6 Ibis Appraisal Services, LLC -Appraisal of coins 150.00 7 JosephJamesJewelers-JewelryAppreisal 90.00 8 RegisterofWills-ShortCeRificates 25.00 9 Saitlis,Sullivan 8 Rogers-PosWge 6.48 70 Saidis, Sullivan 8 Rogers-Postage 6'48 '11 Saidis,Sullivan 8 Ro9ers -Posfage 6'Z4 12 TheNewsChronicleCompany-AtivertiSeLetters �ZL25 73 Waggoner, Frutiger 8 Daub, LLP-Income Taz Preparation!or 2074 900.00 �a Wa99oneq Fmtiger 8 Daub, LLP-Estimaeetl fee for tax preparetion for 2015 7.100.00 CopyrigM1t(c)2W2 form soflware onty The�ackner Group. Inc Porm PA-1500 Schetlule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER De en, Fa e I. 21-15-355 NUhtE ER �ESCRIPTION AMOUNT F{_g7 2.564.60 Copyrigh�(c)2�02 form software only The Lackner Gwup.Inc Ponn PA-1500 Schetlule H(Rev.6-98) Ren1N3E%��II9f) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, °E`""'"""To`aE°E"°` MORTGAGE LIABILITIES AND LIENS �H�rea�.aN�E,�AE.�aN ResioEuroEceoerv* ESTATE OF FILE NUMBER Deppen Fayel 21-15-555 novon am�:�mar.ea ey m.e.o.a.nt o�o��o a.,m mm r.man.a uop=m:un.an.or ae.�q�maioamy�m.imom.ee mea�m.�..p.n=e=. ITEM VA W E AT DATE NUMBEft DESCRIPTION OF DEATH 1 AdrienneBartleH-Caregiver 300.00 2 ComcastCable 79.08 3 Communiry Life Team -Wheelchair Van 61�B0 4 Griswold Home Care 798.00 5 HighlandParkApartments-ElectricBill 36.32 6 New Highlantl Park Associates, LP-Rent 894.00 7 PPL Electric Utilities 789.75 e Quanlum Imaging 8 Therapeutic Assaciates 9��� 9 Verizon 50.78 10 WangariMachunia-Caregiver 475.00 TOTAL�Also enter on Line 10, Recapilulation) 2,292.64 (Ii more space is neetlee.atltlitional pages orine same size7 CopyngM1t(q 2012 brm software ony The Leckner Gmup, Inc. Form PA-1500 Sc�atlule I(Rev. 12-12) aev.isu ex.ioi-ioi pennsylvania SCHEDULE J DEPFRTMFNT OF REVENUE �„„Ea�.,,H�E.�.kr��R� 8EN EFIC IARIES ESTATE OF FILE NUMBER De en, Fa e I. 21-15355 NAMEANDPDDRESSOF REL4TIONSHIPTO SHAREOFESTATEAMOUNTOFESTATE NUMBER PERSONISIRECEIVINGPROPERTV DECEDENT (Words) (S88) TA%ABLEOISTRIBUTIONS �includeoutrigh�spousal I• tlis�ri�utions,and transfers unEer Sec.9116 a 12 � Patricia earrouk Niece 114 resitlue o( 491 Pine Ridge Circle esWte Lewisberry, PA 77339 2 Vicki Dressler Grend Niece $10,000 175 Mitlway Roatl Vork Haven, PA '173]0 3 Kimberly Englert Grand Niece 3 tliamond ring, 169fi SwarK Roatl $50,000 Lewisburg, PA 17837 4 Kathryn Heim Sister cem lot, ring, hh 706 Elkwood Drive 9aotls,jwlry, per New Cumberlantl, PA 77070 effs,$100,000, 1/4 residue 5 Thomas Heim Nephew $80,000 2369 EvantlerAvenue The Villages, FL 32162 See continuation schedule attached Continuation Total Enter tlollar amounls for dls�ributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a m riale. NON-TAXABLE DISTRIBUTIONS'. II. A.SPOUSAL DISTRIBUTIONS 11NDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AN�GOVERNMENTAL DISTRIBUTIONS TOTPL OF PART 11-ENTER TOTA1.NON-TAXABLE DISTRIBUTIONS ON LW E 13 OF REV4500 CWER SHEET CopyrigM(c)2010 form soitware only The Lackner Group, Ina Fortn PA-0500 ScheCule J(Rev. 01-10) SCHEDULE J BENEFICIARIES (Part I,Taxable Distributions) ESTATE OF: Faye I. Deppen 02126I2015 181-07-2239 Item Name and Adtlress of Person(s) Share of Estate Amount of Estate Number Receiving Property Relatianship (Words) (S$$) 6 Jennifer Leppo Grand Niece $50,000 4281 Webster Drive York, PA 17A02 7 Donna Morrison Niece 7 diamond ring, PO Box 754 5125,OOU, 114 residue of Grantham, PA 17027 estate 8 SuzanneSheaffer GrontlNiece 510,000 10253 Waterside Oaks Drive Tampa, FL 33647 9 Allison Snell Baxler Grand Niece 510,000 2 Cowpath Demer, PA 775V 70 ChristineSnell GrantlNiece 1/4resitlueofestate 30 Bloamfield Drive Ephrata, PA 17522 7'I Douglas Snell Grantl Nephew $�0,000 3027 Kissel Hill Road Lititz. PA 17543 Total 1 I . � FlLE COPV � � LAST WII.L AND TESTAMENT � OF � '� FAYEI.DEPPEN � I,FAYH I.DEPPEN, of the Borough of Lemoyne, Cnmberland County,Pennsylvania, �� declnre this to be my Last Will and Testament,hereby revoldag aziy will previously made by me. T. I direct [he payment oS all myjust debts and funerel eXpenses out of my estete �il as soon as may be practical after my death. IL I baqueath my cemetery lot at Rolling Green Cemefery to my sister, KA'!"HRYN HEIM. lll. I bequesth cartain ite�ns of myjewelry as follows: p. I bequeath my soli[uire dimnond ring to my sister, iUTfiRYN HEIM, ox if s'�e is deceased,w her daughter,DONNA MDRRLSON. B. I beyueath my seven-diatnond nng to my niece,DONNA MORRISON. �. C. ] bcqueath my three-diamond rit� [o my grandniece, KIlVIBERLY CRAIG. ��, IV. I bequeath the bnlance of my tangible persan�l pmperty, including my � houeehold goods,jewelry and personal efFccts, but not inclnding cash and inveskncntn to my ' SAII)IS, sistcr,KATHRYN fLCM to be disposed of as she s1�n17 datermine. FIAWP.R � ' L.INDSAY V. I make the followiug baqnasts; �u�r � z�o�w.i��s��a� . c,�npiim,vn A. The sum of $125,OOOAO shall be paid to my niece, DONNA MOl2RI50N,ot if ahe is deceased,to her issue,per s6tpes. �, H, i'he sum of$50,000.00 shall be paid to my �'andniece, KIMBHRT,Y ' � � i , " � i IEVGLBR'f,or if she is daceased, to her mother,DONNA MORRISO�I. IC. The anm of$80,000.00 shall be paid to my nephew, THOMAS HEIM, � o:if he is deceesed,io his issve,per stirpes. D, The snm of $SO,OOD.00 shall be pnid to my gr.az�dniece, 7LNHIFBR LEPPO. If the atud 7azmifer I.eppo is under the ega of thirty (30), said sum she➢ be held by her faik�er, Thomas Heim,IN TRUST, until such fime as she attains the age of 30. Aa trustes ]�er faYher shall have a right to pay the income end principal, in his eola disoratioo, for her ��I health, support or educaGon. TF sha ie daceased at the time of my dea[h, said bequest eha e i � . paid to her fa8�ar,THOMAS HEIM. g. The sum of $10,000.00 shall be pnid to my grandnicce, VICIQ DRESSLP1t,or if sUc is deceesed,to her iasue,per etiryes. F. The sum of $10,000.00 shall be paid to my grandniece, SU`LANI�TE �ggppFT,+R, of if ahe is deceesed,to har issuq per stirpes. � (}. The sum of $10,000.00 sha]] be paid to my �anduiece, P.I.ISSON SNLLL BAXTER,of if she is decea5ed,to her issue,per sfirpes. � H. The sum of 510,000.00 shell be paid ro my g'andnephew, DOUGLAS �� S VEI.T.,or if he is daceaseil,to his issuu,per stixpes. I. I baq�eath the sum of$100,000.D0 to my sister, KA'fHRYN HEIM,or ���. � ��� if she is decepsed,to har issue,per stirpes. � IINDSAI VI. 1 devise w�d bequeath n11 the res[, residue and remnu>dar of my esWte of �� 2109 Mahs Sneeo �mVH�•PA whnlever ua[ure flnd wherever situate fo my sister, KATIIRYN HEIM, and my nieces, 2 � �- � 1� � � i . i llONNA MOftRISON, CFIRISTINE SNELL, and PA172ICIA BARROUK, in equra sheres, � i the share of a deceased pareon to be paid to her issue,pa stitpes, �I VIL I appoint the pwe�t or pazer.ts guardian of any propany which pesses to a I � i mi�or by reason of my death with respcct to which I arn authorized to appoini u guerdian and hxvc uot otherwise npecifically done so. The guazdian may pay to or erzpend on ba6alf of tfie � Iminor any or all of[he mi¢ot's property and the income from iC without court approval end � may retuin und invest the balence of tha property nnd income with all tLe management powets givan to my executor by law or by this Will. The seid guardiaziship shiill tarminate ae to each � beneficinry when he or she teaches the age of 2] yeara, if a minor, or wher. declured ' compe[ent,if an iacompe[ent. VIIT. 7'he inclusion of beq�ests and division of esseta in my Will shall not ba �. construed to alter provisions which 1 have tntule either befare or affer tlie dttte of my Will cegurding the disposidon of assets such as life i¢swence polieies, annuities, retirement awonnts or otlier essets which I own und fos wbicb I may designate baneficiazies effective at the time ul'my denth. � IX, I d'¢ect that al! state inheritnnce ta�c and federal estate tax whether imposed on assets.of my estnte or assets passing ouLside of my estate, be peid out of the residue of my II � estate as a part of the a�mnistration of my asWte. �. SATDIS, X. I eppoint my sister, KATFiRYN HL�%M and JOHI4 B. SL7KE, PSQ., as �. FLOWNIZ Si � Exacurors of this my Leat Wi11 w�d Tost�anl Shotild my sistar, KAIZdRYN HRIM, be z�o�m.,i��s«a� . PP toservein ^....,p�au�rn decesu�d or unable to serve, then I a ourt her daugli*zr, llONNA MORRISON, -3- J. PX. , har place. Shoutd, the said 70HN H. SLIKE, L'SQ., be deceased or unable to serve, then I : nppoint, THOMAS E. FLOWER, ESQ., [o serva in his place. It is my request tha! my executors engage the firm of Saidis,Flower 8r. Lindsay lo assist them �n the settlement of my � eswte. My exacutors shall not be required to post bond in this or aziyjuiisdiction � IN R'ITNESS Wf3ER�OP� I have hareu�to eat my band and seal o¢ this, the �_day of September,2009. ' '� (s�) YE L DEPP � Sigried, sealed, published and declazed by FAYB I. DEPPEN, on ttis und three (3) otLer �� sheets of naper as end for her Last Will end Tes�taznent,in our presence,who, in hec presence, at her request, and in the prosence of each othar,have hereunto subscribed our names as attest- ing witnesses. ��_ R��.�.C� a. i �q rn.-�-�1..1��N I Addresa ��,��GP�r/ _ io 9 ��/�f/_ � Addreae � COMMONWEALTH OFPEVNSYLVANIA . ss. . COUN'PY OF CUMBERLAND • VJ}i, the undersi�eS, t6e tcstatrix and ihe wi[¢esses, respectively, whose namea u[e SAIDIS, p�,pVpp,g g si�ed to the foragoing instra-nent, being first duly sworn, do hereby dwlare [o tha ��w zi��M���s� undersigned authoriTy [hal the testalrix signed and executed thc ias[rume�it as hes Last WID .:,mp Hu4 en � -Q - I and Testnment artd that she signed willingly(or willingly duected aziother[o sign£ar her), and � tih¢t she execnted it as har free Will uud voluntary act For [he purposes therein expzessed, and ��, that each of tl�e witnesses, io the presence and hearing of the tastukix signed :he will as � wi[nesaes and lltat to tha best of their knowledge Ihe test¢irix was at thnt tima eightieen yem�s of age or older, of sound mind, and under no conshaiu or un3ue iofluence. � �a� ��� FA .DEPYHN,Tc rit.� � Ta.�.� Il� wa-a�` tness /a�-r/wv I ness � � Subscribed, swom ro and acknowledged before me by the testatrix, and subacribed and � sworn to befara me by both witnesses,f.�is ���1ay of Septcmber,2009: � , �J � II COMMONWEALTHOFPENNSYLVMIW � Not3ryPLUI1C I MHeMI&W YvpineBseMNokryFLblk � Cmnp HIBom,Cum'wI�M Caw[Y My Cemmiedm Fxpliea FrE.1,1�112 � Alembm, anrmYNsnNAeeooleYona ne SAmIs� rwwEx s� �°�s� 2�09 Mndn Sem� a��y nm,rn . -5 - � COD]CIL TO TF[E LAST WTLL AND TESTAMP�.NT � OF i I�'AYE l.DEPPEN l,i'AYN 1. DE:,'PPEN,of tlie Boroug6 of Ixmoyrie, Cuml�erland County,Peonaylvania, rleclare[his to be tlic aols Codicil to nry Last Wfll and 7'estnment datod Septoml�er 22,2005. IL 1 hereby mnonA Artiolc X afmy suid Wili ro read na tollows� i 1 appoinf my sistw' K�tluyn Heim nnd 7o6n E. Slike, EsGuire ns Hxeeula�s of this my Lasi WiII and Tes[ument. Should my said sistex Kathryn Heim be daceased or �mn61e to sarve, Lhen i appoint har dnughler, Dmme Marrisun to seive in her plxcc. Should the said John E.Slike, Esguire bc d¢ceasod or unable Yc sarvc the� ! appoini Rober[ C. Saidis, Lsquire to serve in his plaee. It is my request [hat my Cxe�nutors ongnge tl�e Pr.'m of Saidis Sulliva�i � L,aw to nssls7 in my estxte. My BXDOLICDI' BIIRII iiot be requircd eo post bond in ehis or �am� jw�iscliction. � II, li� N] other �Espects, I hereby rntify, co�i8nn m�d republish my l.ast Will and �, 7'eslnmeiv' daLed ScPtamber 22, 2009 togelherwitli this sole Codicil ns znci fm' my Last Wil] '� �nd?es6went. W WITNBSS WHEREOF, 1, Pvye I. Deppen havc hereui�to se1 my hand ei�d • SAIDIS -� �UUL1VA� seal to this Coc4ioi] fo my Last Wi1L t�nd T�¢tument Chis � U_ Uny of Saptamber, 201 D Lf�W zi���n�. - sm�� � � . - ��„iii,.rn � <t< �l�,2�.'�r"__;SE,Af) . TAS'E I D�F,f I i Siymed, sealed, published anci declazed by un Ihe dn[e lhereof by the above named as miJ for Ifie sa1e Codioil to her Lt�sl tiVill aud Testament signaA in Ihe presenca of us, who ns her � requeaC, in her presenoe, aricl ui [he presence of ench other have hereinto suhsci�itrul our names as(�witnqws;s hece[n. � .. \,1��/,.�_ Cr '�.�,�•. AllDRESS' (�----.�Li/� �� . Y. � � �-��_� ,wDRaSS: _��lr 6V�('� � � S�/fi � ,h.�d.i'�� � ��G� , � I , SAIDIS � >ULL]VAN Lf1W I � ��o���,,,k��,,,.,� i . t.i�p H�IL PA 'I I� I I I I II I I � � � I i� ' i i ��Yn`WE,qL'J'HOFPENNSYLVANlq . �� OFC�/BHRC.AND :SS. ' the Wr;, FqyET. p , 7Gvtatdx end EPPgN I . ir,sl.^un�eui �'ifA �di ess rzstndr'X s � beiu8�Irs(dp�� re,9PactivalY. wl�o, ___, ond� y�q� . � ftiats,' . ��'nedando8e YaWorn, dohera 9enxme.sure, ' _"`��'� L� C I ' q�az i�exacute�ih�es l�ei fed[Le i�,y��mnrnt aa�claC d�[he t,�d��Sned �e"'"in8��' � eaoh s'�Q ce W��� , hei si j fagessend n�tn��e�dt'�r���kn w��dth�$ngfof��ePurposes he�n,edriWillinS��hr,c±ed tAe az tha� Y thai under�zoconatrai�o���due�aG�flo�as�attthe (irnel8ohpo1e�a��asd i Yeuta i � ' i � � J � }'Ay 1. DLPpgN���-�.�,... i I � � � Wifp ' .._� �� _�_� I� � ���/ I S�bsmibed Witneyy"_„`,.-_ ' swo�i� eo&r�a�hnaw7edbe�before � ..._ eubscnbadi r�S G Y°nd swR �rn o�.��Q�(o baforn m�hc by � ,�]. DEPPEN, the Tostau�ix, xncl 91'D �-�.,.,�. y �� —�L /����,.� E� ,Lj AU� ��P�l � –�. w�messas, anis p � "'`�. TC[({ �y ��Y7 ��,2010. �"� d�Yof ���� � �i,l(�n" 'I � �= �;�JI,.F'� C.tJ � ' �__'. —_ ,_ ' Norery p�nirc - � I ��'o �n:rNOF ��0�^�ew NNSVLVANw � C��OGyIII�gua4oqNyyypllt➢a ���Zmm k ��'^'��'bntl0ouni n'V'�bp��noqe��.2oi1 ^a Hobne. � � ' 1 1 ���� w �� ��^�'\ � � V / � �\ � �� \� U n� .A�' ��.�