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Home My WebLink About08-11-15 J 1505610140 REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box 2aoso� INHERITANCE TAX RETURN 2 1 1 4 0 5 2 5 Harrisbur9,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYvv Date of Birth MMD�YYYY 0 5 1 3 2 0 1 4 1 2 2 1 1 9 3 4 DecedenYs Last Name Su�x DecedenYs First Name MI B R 0 W N P E G G Y Y (If Applicabie)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1.Original Return � 2.Supplemental Return � 3. Remainder Return(Date of Death Prior to 12-13-82) � 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) QX 6.Decedent Died Testate � 7.Decedent Maintained a Living Trust 8.Total Number of Safe Deposit Boxes (Attach Copy of Wili) (Attach Copy of Trust.) � 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 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 W I L L I A M A • D U N C A N 7 1 7 2 4 9 7 7 8 D REC319TER OF WILL$�(SE ONLY� : � _..� � rn __� �.r� � First Line of Address ' - -``-� '=� '' ..._� �..� �.� �.,,-s :� �, �._, c� 1 I R V I N E R 0 W �_,., r.� r-t Second Line of Address � � � � : ,_, e-7 , , - .. � , 13 ""i � City or Post Office State ZIP Code DATE Fll-E� •= �-j . 7'_. C A R L I S L E P A 1 7 0 1 3 � � �'' � Correspondent�s e-maii address: bill@duncanhartmanlaw.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. SIG URE OF P RS RE P NSI LE FOR FILING RETURN DATE ADDRESS � ,�� C �T��,� 328 GARLAND DRIVE CARLISLE PA 17013 SIGNA RE OF PREPARER THE HAN REPRESENTATIVE DATE ��r�l.�✓ �l�'yl,-..�5�C L'. � —��a-4/� A SS 1956 WALNUT BOTTOM ROAD CARLISLE PA 17D15 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 15�5610140 � I" � J 1505610240 REV-1500 EX(FI) DecedenYs Social Security Number �ecedent's Name: P E G G Y Y • B R 0 W N RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 4 9 4 0 0 0 , 0 0 2. Stocks and Bonds Schedule B 2. 1 5 1 1 3 , 9 4 ( ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. • 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 9 1 7 6 8 . 1 6 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. 6 3 1 9 0 , 9 2 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 6 6 4 � � 3 . � 2 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• S 8 1 0 9 . 1 4 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 4 3 4 1 4 . 2 4 ��, Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 1 0 1 5 2 3 . 3 8 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 5 6 2 5 4 9 . 6 4 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has,not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. . 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 5 6 2 5 4 9 . 6 4 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 tazable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 _ � . � � 15. 0 . � 0 16. Amount of Line 14 taxable at�inea�rate X.045 5 6 2 5 4 9 . 6 4 �s. 2 5 3 1 4 . 7 3 17. Amount of Line 14 taxable at sibling rate X.12 ' � . � � 17. � . � � 18. Amount of Line 14 tazable at collateral rate X.15 � • � 0 18. � • 0 � � 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2 5 3 1 4 . 7 3 , 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Q Side 2 � 1505610240 1505610240 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 2� 14 0525 DECEDENT'S NAME PEGGY Y. BROWN STREET ADDRESS 11 FLAGSTONE DRIVE CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: �• Tax Due(Page 2,Line 19) (1) 25,314.73 2. Credits/Payments A.Prior Payments 24,500.00 B.Discount 1,052.60 Total Credits(A+B) (2) 25,552.60 3. Interest �3) 4. If Line 2 is greater than Line 1 +Line;3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to re'quest a refund. (4) 237.87 5. If Line 1 +Line 3 is greater than Line 2,enter the difference,This is the TAX DUE. (5) 0.00 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 ...................................................................... ❑ QX b. retain the right to designate who shall use the property transferred or its income ............................... ❑ � c. retain a reversionary interest ..................................................................................................... ❑ 0 d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ XQ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ � 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. X❑ ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent(72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in p2 P.s.§s��s(a)(�)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF; FILE NUMBER: PEGGY Y. BROWN 21 14 0525 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been soid, ITEM Inc�ude a copy of the deed showing decedenYs interest if owned as tenant in common. VALUE AT DATE NUMBER OFDEATH DESCRIPTION 1. 11 FLAGSTONE DRIVE 226,000.00 CARLISLE, PA 17103 [SEE ATTACHED HUD] 2. 10.73 ACRE RESIDENTIAL BUILDING LOT-WALNUT BOTTOM RD, CARLISLE, PA 95,000.00 [SEE ATTACHED APPRAISAL] 3. 9.73 ACRE RESIDENTIAL BUILDING LOT-WALNUT BOTTOM RD, CARLISLE, PA 86,000.00 [SEE ATTACHED APPRAISALJ 4. 9.84 ACRE RESIDENTIAL BUILDING LOT-WALNUT BOTTOM RD, CARLISLE, PA 87,000.00 [SEE ATTACHED APPRAISAL] TOTAL(Also enter on Line 1,Recapitulation.) $ 494 000.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENTOFREVENUE STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER PEGGY Y. BROWN 21 14 0525 All property jointly owned with right of survivorship must be disclosed on Schedufe F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PRUDENTIAL 150 SHARES X$84.46 12,669.00 [SEE DOD ATTACHED] 2. METLIFE 47 SHARES X$52.02 2,444.94 [SEE DOD ATTACHEDj � TOTAL(Also enter on Line 2,Recapitulation) $ 15 113.94 If more space is needed, insert additional sheets of the same size REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: PEGGY Y. BROWN 21 14 0525 InclLde the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, WELLS FARGO BANK CHECKING ACCOUNT#3872 624.63 [SEE DOD LETTER ATTACHED] 2. WELLS FARGO BANK SAVINGSACCOUNT#4221 107.14 [SEE DOD LETTER ATTACHED] 3. WELLS FARGO BANK CHECKING ACCOUNT#4309 85.00 [SEE DOD LETTER ATTACHED] 4. CHAPEL PONTE REFUND 5,775.65 5. MINNESOTA LI�E INSURANCE COMPANY 272.53 6. DISH REFUND 1 29.56 7. SEI PRIVATE TRUST COMPANY 705.32 8. PRUDENTIAL DIVIDEND 79.50 9. PROCEEDS FROM SEI CASH ACCOUNT 77,761.65 [SEE DOD LETTER ATTACHED] 10. PA DEPARTMENT OF �ABOR & INDUSTRY- REBATE 133.82 11. RICHARD D. YEAGER- LAND RENT 2,200.00 12. COMMONWEALTH OF PA- REVENUE REBATE 1,810.00 13. PRUDENTIAL- DIVIDEND 79.50 14. METLIFE REFUND 16.45 15. CITIBANK REFUND 1.10 16. COUNTY TAXES PRORATED -SALE OF REAL ESTATE 389.37 [SEE HUD ATTACHED] TOTAL(Also enter on Line 5,Recapitulation) $ g 1 768.16 If more space is needed, use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent PEGGY Y. BROWN 21 14 0525 DecedenYs Name Page 1 , File Number Schedule E -Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. SCHOOL TAXES PRORATED -SALE OF REAL ESTATE 492.06 [SEE HUD ATTACMEDJ 18. UGI REFUND 80.25 19. GUARDIAN TRANSFER REFUND 39.00 20. GOODVILLE MUTUAL CASUALTY CO. REFUND 181.00 21. COMMONWEALTH OF PA REFUND 800.00 22. PRUDENTIAL DIVIDEND 87.00 23. METLIFE DIVID.END 17.63 SUBTOTAL SCHEDULE E 1,696.94 REV-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER PEGGY Y. BROWN 21 14 0525 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATEOFDEATH %OFDECD�S EXCLUSION TAXABLE NUMBER THEDATEOFTRANSFER.ATfACHACOPYOFTHEDEEDFORREAIESTATE. VALUEOFASSET INTEREST (IFAPPLICABLEJ VALUE 1. MIDLAND NATIONAL LIFE INSURANCE COMPANY 50,913.15 100.00 50,913.15 ANNUITY- BROWN LIVING TRUST/8/18/2003 [SEE DOD LETTER ATTACHED] 2. TRANSAMERICA LIFE INSURANCE COMPANY 12,277.77 100.00 12,277.77 ANNUITY- BROWN LIVING TRUST [SEE DOD LETTER ATTACHED] TOTAL (Also enter on Line 7,Recapitulation) $ 63 190.92 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNER/1L EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER PEGGY Y. BROWN 21 14 0525 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. FUNERAL LUNCHEON 349.69 2. DEATH CERTI�ICATES 90.00 B, ADMINISTRATIVE C�STS: 1. Personal Representative Commissions: 2• Name(s)ofPersonalRepresentative(s) SUSAN BURKHOLDER/DIANNE FOREMAN 2.5% 33,452.76 StreetAddress 328 GARLAND DR. & 1956 WALNUT BOTTOM ROAD City CARLISLE &CARLISLE State PA&PA Z�p 17013 Year(s)Commission Paid: 2015 2, AttomeyFees: DUNCAN & HARTMAN, PC @ 3.33% 22,279.54 3, Family Exemption:(If decedenYs address is not the same as claimanCs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. ProbateFees: REGISTER OF WILLS 633.50 5 Accountant Fees: 6. 7axRetumPreparerFees: KLINGER &ASSOCIATES ! 7. CUMBERLAND LAW JOURNAL- LEGAL NOTICE 75.00 8. THE SENTINEL- LEGAL AD 228.65 9. HELD IN RESERVE (TAX PREP & MEDICAL BILLS & MISC.) 1,000.00 TOTAL(Also enter on Line 9,Recapitulation) $ 58 109.14 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� wHERirANCErnxREruRN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER PEGGY Y. BROWN 21 14 0525 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. LIGHTING & REPAIRS AT PROPERTY 218.33 2. PAINT&SUPPLIES- REPAIRS AT PROPERTY 466.23 3. MOWING & PAINTING AT PROPERTY 150.00 4. KLINGER &ASSOCIATES -2013 TAX PREP 1,165.00 5. CENTURYLINK 41.34 6. PPL 18.53 7. MET-ED , 40.70 8. GOODWILL MUTUAL CASUALTY COMPANY 205.00 9. MET-ED 103.85 10. ADVANCED DISPOSAL 42.09 11. MILLENNIUM PHARMACY SYSTEMS, INC. 41.52 12. UGI � 29.16 13. SOUTH MIDDLETON TOWNSHIP AUTHORITY W/S BILL 148.75 14. DISH + 18.02 15. SARAH BURKHOLDER- MOWING & PAINTING 300.00 TOTAL(Also enter on Line 10,Recapitulation) $ 45 914.24 If more space is needed, insert additional sheets of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent PEGGY Y. BROWN 21 14 0525 DecedenYs Name Page 3 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, 8� Liens ITEM NUMBER DESCRIPTION AMOUNT 17. SUSAN BURKHOLDER - REIMBURSEMENT(TAN BARK$80 & RAILING $561.57) 641.57 18. CAROLYN MCQULLEN -TAX COLLECTOR -2014-15 SCHOOL TAXES - LOT 126.74 19. CAROLYN MCQULLEN -TAX COLLECTOR-2014-15 SCHOOL TAXES- LOT 1,155.93 20. CAROLYN MCQULLEN -TAX COLLECTOR-2014-15 SCHOOL TAXES - LOT 1,176.21 21. UGI 14.32 22. MET-ED 190.40 23. DISH 18.02 24. DIVERSIFIED A�PRAISAL SERVICES-3 TRACTS OF LAND 562.00 25. JENNIFER VARNER-TAX COLLECTOR-SCHOOL TAXES 1,804.81 26. ADVANCED DISPOSAL 42.09 27. MET-ED 149.22 28. U.S. TREASURY-QUARTERLY IRS TAX PAYMENT 1,200.00 29. SARAH BURKHOLDER - MOWING & PAINTING 85.00 i 30. LOWE'S- HOU5E REPAIR SUPPLIES 1,114.76 31. LOWE'S- HOME REPAIR SUPPLIES 1,884.95 SUBTOTAL SCHEDULE I 10,166.02 Continuation of REV-1500 Inheritance Tax Return Resident Decedent PEGGY Y. BROWN 21 14 0525 DecedenYs Name Page 4 File Number Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 32. LOWE'S- HOME REPAIR 35.00 33. JEREMY FOREMAN - POWER WASH HOUSE 200.00 34. GOODVILLE MUTUAL CASUALTY CO. - INSURANCE 205.00 35. LIBERTY MUTUAL INSURANCE 320.00 36. MR. YEAGER - LAND RENT REFUND 200.00 � 38. UGI 14.13 39. MET-ED 15.28 40. SOUTH MIDDLETON TOWNSHIP WATER/SEWER 135.22 41. RHOADES TRUCKING & EXCAVATING, LLC 2,980.00 42. UGI 41.17 43. MET-ED ` 83.04 44. KITCHEN DOORS & INSTALLATION 1,347.39 45. JEREMY FOREMAN - SHOVEL SNOW 25.00 46. KITCHEN SINK� 382.92 47. CHRIS JONES -KITCHEN & BATHROOM REMODEL 4,040.00 SUBTOTAL SCHEDULE I 10,024.15 Continuation of REV-1500 Inheritance Tax Return Resident Decedent PEGGY Y. BROWN 21 14 0525 DecedenPs Name Page 5 File Number Schedule I - Debts of Decedent, Mortgage Liabilities,8� Liens ITEM NUMBER DESCRIPTION AMOUNT 48. UGI 54.15 49. GOODVILLE MUTUAL CASUALTY CO. 204.00 50. SOUTH MIDDLETON TOWNSHIP MUNICIPAL AUTHORITY-W&S 135.22 51. MET-ED 137.05 52. GARAGE REPAIRS 1,548.00 � 53. JEREMY FOREMAN -SHOVEL SNOW 50.00 54. SARAH BURKHART-CARPET& HOUSE CLEANING 75.00 55. UGI 112.91 56. MET ED- FIRST ENERGY 72.03 57. JEREMY FOREMAN - SHOVEL SNOW 200.00 58. LIBERTY MUTUAL INSURANCE 319.00 59. ATFAB & HOUSE REPAIRS 97.53 60. JEREMY FOREMAN -SNOW SHOVELING 50.00 61. MET-ED 77.93 62. UGI ' 106.24 SUBTOTAL SCHEDULE I 3,239.06 Continuation of REV-1500 Inheritance Tax Return Resident Decedent PEGGY Y. BROWN 21 14 0525 DecedenYs Name Page 6 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 63. JENNIFER VARNER-TAX COLLECTOR- REAL ESTATE TAXES HOUSE 533.63 64. CAROLYN MCQUILLEN -TAX COLLECTOR - REAL ESTATE TAXES LOT 12 216.47 65. CAROLYN MCQUILLEN -TAX COLLECTOR- REAL ESTATE TAXES LOT 11 220.27 66. CAROLYN MCQUILLEN -TAX COLLECTOR- REAL ESTATE TAXES LOT 10 26.11 67. GOODVILLE MUTUAL CASUALTY CO. 205.00 68. CHECKING ACCOUNT CHARGE 14.00 69. UGI 177.41 70. MET-ED � 32.05 71. REAL ESTATE COMMISSION PAID 5,650.00 [SEE HUD ATTACHED] 72. TITLE SERVIC�S 20.00 [SEE HUD ATTACHED] 73. SALES TAX/STAMPS 2,260.00 [SEE HUD ATTACHED] 74. FINAL SEWER BILLING 171.62 [SEE HUD ATTACHED] 75. HOME WARRANTY 464.00 [SEE HUD ATTACHED] 76. PAYMENT TO INTERNAL REVENUE SERVICE 2,711.00 77. MET-ED � 26.96 SUBTOTAL SCHEDULE I 12,728.52 Continuation of REV-1500 Inheritance Tax Return Resident Decedent PEGGY Y. BROWN 21 14 0525 DecedenYs Name Page 7 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 78. KLINGER &ASSOCIATES, PC -TAX RETURNS PREPARATION 875.00 79. DICKINSON TOWNSHIP 690.23 80. CAROLYN MCQUILLEN, TAX COLLECTOR -SCHOOL TAX- MAP#08-0628-104 1,204.43 81. CAROLYN MCQUILLEN, TAX COLLECTOR-SCHOOL TAX- MAP#08-10-0628-105 1,183.66 82. CAROLYN MCQUILLEN, TAX COLLECTOR-SCHOOL TAX- MAP#08-10-0628-106 142.77 r 83. F&M TRUST FEE 8�74 84. DICKINSON TOWNSHIP - ENGINEERING FEES 112.14 85. POSTAGE 51.00 SUBTOTAL SCHEDULE I 4,267.97 GRAND TOTAL SCHEDULE I $ 43,414.24 REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: PEGGY Y. BROWN 21 14 0525 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include ouVight spousal distributions and transfers under Sec.9116(a)(1.2).] 1. SUSAN B. BURKHqLDER Lineal 328 GARLAND DRIVE 1/4 SHARE CARLISLE, PA 17013 2. DIANNE B. FOREMAN Lineal 1956 WALNUT BOTTOM ROAD 1/4 SHARE CARLISLE, PA 17015 3. LEONARD W. BROWN Lineal 660 CARDINAL DRIVE 1/4 SHARE HARRISBURG, PA 17111 4. JEFFREY L. BROWN Lineal 1990 WALNUT BOTTOM ROAD 1/4 SHARE CARLISLE, PA 17015 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 DISTRIBUTIdNS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAI 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. ~ ' `.: �EcoR�� F�tc� o� ��vi��:�;�,-; .-� _ ,�t � 'r .� ��-�4ST WILL 201�1 �lt�Y 29 �� g r- & T�TAMENT C!�„? �� ^ ' '' I, PEGGY Y. ��C�;>of:�7l��gstone Drive, S. Middleton Township, Cumberland County, Perulsylvar�fi�,'��ri�g-�f.`�o�a�disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore inade by me. FIRST. I direct that all my just debts and fiineral expenses be paid from my estate as soon after my death as practically and conveniently inay be done. SECOND. I direct that my remains be interred within my family's burial plot in accord with my expressed wishes. THIRD. I �uthorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marlcer for my grave. FOUR'I'F�. I give, devise and bequeath all of iny estate of every nature and wherever situate unto my husband, SAMUEL H. BROWN, provided he survives me by thirty (30) days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath all of my estate unto my children, SUSAN R. BURKHOLDER, DIANE FOREMAN, LEONARD BROWN and JEFF BROWN, in equal shares, per stirpes. FIFTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. SIXTH I hereby nominate, constitute and appoint my daughters, SUSAN R. BURKHOLDER and DIANE FOREMAN as Co-EYecutrixes of this my Last Will and Testament. II hereby relieve iny Executrixes from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrixes, in their absolute discretion, to retain in the form received, and to sell either at p�ablic or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHER�O�+, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of one typewritten page this �� day of , 2010. ✓� \ " �J PEGGY"Y.�� WN Signed, sealed,published and declared by the aUove named Testatrix PEGGY Y. BROWN as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. � �, � D COMMONW�AL TH OF PENNSYL VANIA . . SS. COUNTY OF CUMBERLAND . I,PEGGY Y. BROWN, Testatrix whose naine is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will;that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. �� " ' �- �,?,� �m, PEG . BROWN Sworn or affirmed to and aclazowledged before me, by PEGGY Y. BROWN this � day of �� , 2010. ( 'i,�; Not Public Notarial Seal K�hy L.M�cnmert,Notary Public Carlisle$orough,Cu�p�rland County,PA My Commissioo Expines August 11,2011 COMMONWEALTH OF PENNSYL VANIA . . SS. COUNTY OF CUMBERLAND , we, I/V�L(ii i�/Vi A � C�(��GAN and tJO�N !'� A ��l/1/l `� the witnesses whose names are signed to the attached or faregoing instrument, being duly qualified according to law,do depose and say that we were present and saw PEGGY Y.BROWN sign and execute the instrusnent as her Last Will;that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge,the Testatrix was at that time eighteen (1�) or inore years of age, of sound inind and under no constraint or undue influence. � r �_ �� d Sworn or affirmed to and subscribed before me by l/V l Llil�l/� � .. �7 L�/IJGi� N and ��'� N �� '�� S , witnesses, this d.�` day of �j�t� , 2010. w� �, � � -..,? , �y 'U�`l'��_..__.. No ary Publi Notaria4 Seal Kathy L.Mummert,Notary Public Carlisle Borough,Cumberland County,PA My Commission Expires August 11,2011 OM8 Approval No.2502-0265 i��ix;- q. Settlement Statement (HUD-1) FINAL -3.,iliidli,.� - . .. 6.File Number: 7.Loan Number: 8.Mortgage Insurance Case Number: �,Q FHA 2.Q RHS 3.Q Conv.Unins. �5-0488GC 27019094 4,�VA 5.Q Conv.Ins. C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agents are shown Items marked "(p.o.c)"were paid outside the closing;they are shown here for informational purposes and are not included in the totals. D.Name&Address of Borrower: E.Name&Address of Seller: F.Name&Address of Lender: Cecelia A.Aimino Samuel H.Brown and Peggy Y.Brown,Trustees or GMH MoRgage Services LLC 199 Dinnerbell Road,Butler,PA 16002 their successors in Trust under The Samuel H.Brown 625 West Ridge Pike,BLDG C,Ste 100, and Peggy Y.Brown Living Trust dated June 17,2002 Conshohocken,PA 19426 328 Garland Drive,Carlisle,PA 17013 G.Property Location: H.Settlement Agent: i.Settlement Date:04/15/2015 11 Flagstone Drive Guardian Transfer Disbursement Date:04/15/2015 _ Carlisle,PA 17013 4075 Market Street,Camp Hill,PA 17011 South Middleton Township Phone:717-614-4098 Fax:717•723-4585 Place of Settlement: TitleExpress 4075 Market St.,Camp Hiil,PA 17011 Printed 04/15/2015 at 1:51 pm by SLC 100. Gross Amount Due from Borrower 400. Gross Amount Due to Seiler 101. Contract sales price 226,000.00 401. Contract sales price 226,000.00 102. Personal ro ert 402. Personal pro ert 103. Settlement charges to borrower(line 1400) 9,898.30 403. 104. 404. 105. 405. Adjustments for items paid b seller in advance Adjustments for items paid b seller in advance 106. City/town taxes to 406. Cityltown taxes to 107. County taxes 04/15/2015 to 12/31/2015 389.37 407. Couniy taxes 0 411 51201 5 to 12131/2015 389.37 108. Schooltaxes 04/15/2015to 06/30/2015 492.06 408. Schooltaxes 04/15/2015to O6/30/2015 492.06 109. 409. 110. 410. 111. 411. 112. 412. 120. Gross Amount Due from Borrower 236,779.73 420. Gross Amount Due to Seiler 226,881.43 200. Amounts Paid b or in Behalf of Borrower 500. Reductions In Amount Due to Seller 201. Deposit or eamest money 2,500.00 501. Excess deposit(see instructions) 2,500.00 202. Principal amount of new loan(s) 125,000.00 502. Settlement charges to seller(line 1400) 8,565.62 203. Existin loan s taken sub'ect to 503. Existin loan s taken sub'ect to 204. 504. Pa off of first moR a e loan 205. 505. Payoff ofsecond mortgageloan 206. SellerAssist 6,500.00 506. SellerAssist 6,500.00 207. Borrower Paid Fee 495.00 507. 208. 508. 209. 509. Adjustments for items unpaid b seller Adjustments for items unpaid by seiler 210. City/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Schooltaxes to 512. Schooltaxes to 213. 513. 214. 514. 215. 515. 2�6. 516. 217. 517. 218. 518. 219• 519. 22�• Total Paid b Ifor Borrower 134,495.00 520. Totai Reduction Amount Due Seller 17,565.62 300. Cash at Settlement fromlto Borrower 600. Cash at SeBlement tolfrom Seller 301. Gross amount due from borrower(line 120) 236,779.73 601. Gross amount due to seller(line 420) 226,881.43 302. Less amounts paid by/for borrower(line 220) 134,495.00 602. Less reductions in amount due seiler(line 520) 17,565.62 303. Cash ❑X From ❑ To Borrower 102,284.73 603. Cash X❑ To � From Seller 209,315.81 es per response o�co ec ing,reviewing.an re0o in8 e a is agency may no co e n o on,an you are no Ihismrm�unlessHEsplaysacurremyvalitlOMBconlminum0er5Nocon/Iaenlialityisassuretl;IhistlisclosurelSmanGalory.T�isisGesi tllo d Pe c isi rtnai reqwre ocompee se��lemenl process. B�e proviCe Ihe �ies fo a RESPA coveretl Iransaclion wdh informalion tluring Iha Previous editions are obsolete Page 1 of 4 HUD-1 700. TotalRealEstateBrokerFees $7,175.00 Paid FI'om Pald FI'om Divisionofcommission(Iine700 asfoilows: Borrower's Seller's �01. go.00 to FSBO Funds at Funds at 702. $7,175.00 to Coldwell BankerResidential Brokerage Settlement Settlement 703. Commission paid at settlement 1,525.00 5,650.00 500. items Pa able in Connection with Loan 801. Our origination charge (Includes Origination Point 0.000%or$0.00) $995.00 (from GFE#1) 802. Your credit or charge(points)for the specific interest rate chosen $ (from�FE#2) 803. Your adjusted origination charges (from GFE A) 995.00 804. Appraisal fee to Central Penn Appraisals,inc. (from GFE#3) 410.00 805. Credit report to Credit Plus (from GFE#3) 30.33 806. Tax service to (from GFE#3) 807. Flood certification to from GFE#3 808. to 900. Items Re uired b Lender to be Paid in Advance 901. Daily interest charges from from 04/15/2015 to 05I0112015 @$13.66441day (from GFE#10) 218.63 902. Mortgage insurance premium for months to (from GFE#3) 903. Homeowner's insurance for 1 ears to Pro erry&Casualt Insurance (from GFE#11) 587.00 904. months to (from GFE#t 1 1000. Reserves De osited with Lender 1001. Initial deposit for your escrow account (from GFE#9) 1,671.34 1002.Homeowners insurance 3 months $ 48.92/month $146.76 1003.Mortgage insurance months $ O.00/month $ 1004.Property taxes 3 months $ 45.38/month $136.14 1005. months $ O.00/month $ 1006.Schooltaxes 11 months $ 160.52/month $1,765.72 1007.Aggregate Adjustment $�3�7•2$ 1100.Title Cha� es 1101.Title services and lenders title insurance $ from GFE#4 1,500.00 20.00 1102. Settlement or closing fee to $ 1103. Owner's title insurance-First American Title Insurance Company $ from GFE#5 505.00 1104. Lender's title insurance-First American Title Insurance Company $1,350.00 1105. Lender's title policy limit$125,000.00 Lenders Policy � 1106. Owner's title policy limit$226,000.00 Owner's Policy 1107.AgenYs portion of the total title insurance premium $1,557.00 to Guardian Transfer 1108. Underwriters portion of the total title insurance premium $298.00 to First American Title Insurance Com an 1109. 1200. Gavernment Recordin and Transfer Char es 1201. Government recording charges $ (from GFE#7) 196.00 12�2. Deed$79.00 Mort a e$117.00 Release$ 1203.Transfer taxes $ (from GFE#8) 2,260.00 1204.City/County taxlstamps Deed$2,260.00 MoR a e$ 1205.State Ta�stamps Deed$2,260.00 Mort a e$ 2,260.00 1206. Deed$ Mort a e$ 1207. $ 1300.Additional Settlement Char es 1301.Required seroices that you can shop for (from GFE#6) 1302. Final Sewer Due to SMTMA ��.62 1303. Home Warranty to First American Home Bu ers Protection 464.00 1304. to 1305. to �i� i . � i 9,898.30 8,565.62 *Paid outside of closing by(B)orrower,(S)eller,(L)ender,(I)nvestor,Bro(K)ec'"Credit by lender shown on page 1."'Credit by seller shown on page 1. Previous editions are obsolete Page 2 of 4 HUD-1 Com arison of Good Faith Estimate GFE and HUD•1 Chat es Good Fait6'Estimate HUD-1 Charges That Cannot Increase HUD-1 Line Number 995.00 Ourorigination charge ' # 801 995.00 0.00 0.00 Your credit or charge(points)for the specific interest�ate chosen # 802 995.00 995.00 Your adjustetl origination charges # 803 p,p60.00 2,260.00 Transfertazes # 1203 Char es That in Total Cannot Increase More Than 10°/a Good Faith Estimate HUD-1 Government recording charges # 1201 250.00 196.00 Appraisalfee # 804 425.00 410.00 Cretlitreport ` # 805 50.00 30.33 # # # # # , , , 725.00 636.33 � $ -88.67 0� -12.2303% Char esShatCan Chan e Good Faith Estimate HUD-1 Initial depositforyour escrow account # 1001 1,940.00 1,671.34 Daily inte�est charges from # 901 $13.66441da 27.33 218.63 Homeownersinsurance # 903 660.00 587.00 Title servicesand lende2s litle insurance # 4101 1,543.00 1,500.00 Ownei's title insurance-First American Title Insurance Company # 1103 556.00 505.00 # # Loan Terms Your initial loan amount is $125,000.00 Your loan ferm is 30.years Your mitial interest rate is 3.9900% Your initial monthiy amount owed for principal,interest,and any mortgage $596.05 includes insurance is XQ Principal QX Interest ❑Mortgagelnsurance Can your interest rate rise? ❑X No. ❑Yes,it can rise to a maximum of %. The frst change will be on I 1 and can change again every years after I I . Every change date,your interest rate can increase or decrease by %. Over the life of the loan,your interest rate is guaranteed to never be lower than %or higher than °/a. Even if you make payments on time,can your loan balance rise? �X No. ❑Yes,it can rise to a maximum of$ Even if you make payments on time,can your monthly amount owed for Q No. ❑Yes,the f rst increase can be on / / and the monthly principal,interest,and mortgage insurance nse? amount owed can rise to$ The maximum it can ever rise to is$ Does your loan have a prepayment penalty? ❑X No. ❑Yes,your maximum prepayment penalty is$ Does your loan have a tialloon payment? QX No. ❑Yes,you have a balloon payment of$ due in years on I I Total monthly amountowed including escrow account payments ❑You do not have a monthly escrow payment for items,such as property taxes and homeowner s insurance. You must pay these items directly yourself. QX You have an additional monthly escrow payment of$254.82 that results in a total initial monthly amount owed of$850.87. This includes principal,interest,any mortgage insurance and any items checked below: ❑X Property taxes Q Homeowner's insurance �Flood insurance QX School taxes ❑ ❑ Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender. Previous editions are obsolete Page 3 of 4 HUD-1 � , HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction.I further certify thaf I have received a copy of the HUD-1 Settlement Statement. � / /i �/ � C /�,i'`/�c://��//--lc i //�ii �. , Cecelia A.Aimino Agent:Cecelia A.Aimino Title:Surviving Trustee of the Aimin ,�7 r , 4r��'G` 4�� ,�"2<ti� /��! , , � ,, � r �� > / � ��i �`J�L�,,��`ig;f�� ;,'/-�%�'Jl.�" r3�>1� 'Jlztfi�!'Gr'� tl � Samuel H.Brown and Peggy Y.Brown,Trustees or their successors in Samuel H.Brown and Peggy Y.�Brown,Trustees or their successors in Trust under The Samuel H.Brown and Peggy Y.Brown Living Trust dated Trust under The Samuel H.Brown and Peggy Y.Brown Living Trust dated June 17,2002 June 17,2002 Agent:Leonard W.Brown Agent:Susan 8.Burkholder Title:Co-Successor Death Trustee Title:Co-Successor Death Trustee The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction.I have caused or will cause the funds to be disbursed in accordance with this statement. % \ � i f � �—/� ��v/J SETT�M�NT I�ENf DATE / WARNING:IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE 18:U.S.CODE SECTION 1001 AND SECTION 1010. Previous editions are obsolete Page 4 of 4 HUD-1 1 Name of Borrower: Name of Selier: Flle Number: Cecelia A.Aimino Samuel H.Brown and Peggy Y.Brown,Trustees or their 15-0488GC successors in Trust under The Samuel H.Brown and Peggy Y.Brown Living Trust dated June 17,2002 Prepared 04/1512015 at 10:52 am Note:This page displays an itemization of the charges shown on line 1101 of the HUD-1 Settlement Statement.This page accompanies but is not a part of the HUD-1 Settlement Statement.If a discrepancy exists,the information on the HUD-1 Settlement Statement applies. 1100.Title Charges Total Charge Borrower Seller 1101.Title services and lenders title insurance to Wire In to Guardian Transfer $ 15.00 15.00 Notary Fee-Purchasers to Guardian Transfer $ 40.00 40.00 Courier Fee-Purchase to Guardian Transfer $ 15.00 15.00 Electronic Document Fee to Guardian Transfer $ 55.00 55.00 Notary Fee-Seliers to Guardian Transfer $ 10.00 10.00 Tax Cert Reimbursement Fee to Guardian Transfer $ 10.00 10.00 Closing Fee to Guardian Transfer $ 25.00 25.00 1102.Settlement or closing fee to $ 0.00 1104.Lenders title insurance-First American Tit to First American Title Insurance Cc$ 1,350.00 1,350.00 Totals: $ 1,520.00 0.00 1,500.00 20.00 SellerlLender credits shown on page 1 POC=Paid Outside Closing CR=Lender Credit Previous editions are obsolete Page 1 of 1 HUD-i Diversified Appraisal Services Real Estate Appraisers and Consulfants 35 East High Street Carlisle, PA 17013-3052 (717)249-2758 FAX(717)258-4701 August 25, 2014 TO: The estate of Peggy Y. Brown FM: Larry E. Foote RE: Summar�'Appraisal Report 10.73 Acre Residential Building Lot Walnut Bottom Road Carlisle, Pennsylvania At your request, I have appraised the captioned property. The appraisal report, which follows this letter, is submitted in support of my opinion of Market Value of the Fee Simple Interest in the property, as of May 13, 2014. I hereby certify that, to the best of my knowledge and belief, the data, facts, and opinions set forth therein, are accurate, subject to the Statement of Assumptions and Limiting Conditions that is also made a part of the report, and that the indicated Market Value of the subject property, as of May 13, 2014 is: NINETY-FIVE THOUSAND DOLLARS $95,000 This appraisal has been made in conformity with the standards of professional practice of the National Association of Realtors Appraisal Section. I appreciate your having considered me for this assignment and trust that you find the report entirely satisfactory. Respectfully submitted, Q� . ` SC�� Larry E. Foote Pa. Certified General Appraiser GA-000014-L 2 Diversified Appraisal Services Real Estate Appraisers and Consultanfs 35 East High Street Carlisle,PA 17013-3052 (717)249-2758 FAX(717)258-4701 August 25, 2014 TO: The estate of Peggy Y. Brown FM: Larry E. Foote RE: Summary Appraisal Report 9.73 Acre Residential Building Lot Walnut Bottom Road Carlisle, Pennsylvania At your request, I have appraised the captioned property. The appraisal report, which follows this letter, is submitted in support of my opinion of Market Value of the Fee Simple Interest in the property, as of May 13, 2014. I hereby certify that, to the best of my knowledge and belief, the data, facts, and opiruons set forth therein, are accurate, subject to the Statement of Assumptions and Limiting Conditions that is also made a part of the report, and that the indicated Market Value of the subject property, as of May 13, 2014 is: EIGHTY-SIX THOUSAND DOLLARS $86,000 This appraisal has been made in conformity with the standards of professional practice of the National Association of Realtors Appraisal Section. I appreciate your having considered me for this assignment and trust that you find the report entirely satisfactory. Respectfully submitted, � , ��- Larry E. Foote Pa. Certified General Appraiser GA-000014-L 2 £ �� x:= � � ,,� �_� � ��k.�., �.�;�. .�,��.�_ s Diversified Appraisal Services Real Estate Appraisers and Consultants 35 East High Street Carlisle,PA 17013-3052 (717)249-2758 FAX(717)258-4701 August 25, 2014 TO: The estate of Peggy Y. Brown FM: Larry E. Foote RE: Summary Appraisal Report 9.84 Acre Residential Building Lot Walnut Bottom Road Carlisle, Pennsylvania At your request, I have appraised the captioned property. The appraisal report, which follows this letter, is submitted in support of my opinion of Market Value of the Fee Simple Interest in the property, as of May 13, 2014. I hereby certify that, to the best of my knowledge and belief, the data, facts, and opinions set forth therein, are accurate, subject to the Statement of Assumptions and Limiting Conditions that is also made a part of the report, and that the indicated Market Value of the subject property, as of May 13, 2014 is: EIGHTY-SEVEN THOLJSAND DOLLARS WV/yoo0 Tlus appraisal has been made in conformity with the standards of professional practice of the National Association of Realtors Appraisal Section. I appreciate your having considered me for this assignment and trust that you find the report entirely satisfactory. Respectfully submitted, Q� . ,�5�� Larry E. Foote I'a. Certified General Appraiser GA-000014-L 2 � �� .� �;� � - � .,.r,. � . .. _ �r. ,��: Prudential Financial, Inc. (PRU) Historical Prices & Data -NASDAQ.com Page 8 of 10 I Date Open High Low Close/Last Volume OS/20/2014 80.93 81.05 79.78 80.31 1,991,274 05/19/2014 80.11 81.1 79.67 80.97 2,774,237 05/16/2014 80 60.19 79.1 79.6 2,859,620 05/15/2014 81.97 81.99 78.9 79.98 4,903,607 05/14/2014 84.31 84.33 82.33 82.44 2,162,268 05/13/2014 84.93 85.15 84.26 84.46 1,609,856 05/12/2014 84.39 84.93 83.92 84.81 2,039,087 05/09/2014 83.14 83.79 82.5 83.75 2,108,766 OS/08/2014 81.41 84.5 80.9 83.25 4,298,133 05/07/2014 80.6 81.09 79.64 80.9 2,342,174 O5I06/2014 82.05 82.09 80.11 80.11 2,858,529 05/05/2014 81.31 82.54 8073 82.36 2,519,805 05/02/2014 80.5 83 80.49 82.05 3,278,480 05/Ot/2014 80.66 81.71 80.34 81.17 1,707,542 04I30/2014 80.61 80.8 80.03 80.68 2,644,496 04/29/2014 80.29 81.0397 80.04 80.74 2,360,215 04/28/2014 812 81.4 78.52 79.83 2,429,247 04/25/2014 81.33 81.825 80.3032 80.68 2,365,643 04/24/2014 82.75 82.75 81.33 81.91 1,795,134 04/23/2014 82.15 82.6 81.67 82.13 1,388,145 04/22/2014 81.06 82.73 80.78 62.28 2,623,558 04/21/2014 80.79 81.16 80.55 61 1,667,627 04/17/2014 80 81.35 80 80.92 2,738,360 04I16I2014 79.47 80.13 78.71 80.09 3,318,716 04l15/2014 78.72 79.33 77.3442 78.61 3,930,948 04/14/2014 78.1 78.71 77.4 78.4 3,706,137 04/11/2014 78.51 79.33 77.44 77.61 4,688,505 04/10/2014 8225 82.25 79.275 79.43 3,381,425 04/09/2014 81.62 62.33 80.505 82.22 2,294,861 04/08/20�4 81.12 81.625� 80.41 81.91 3,521,033 04I07/2014 84.15 84.1997. ... 81.16 81.17 3,603,853 04/04/2014 87.37 87.7 84.25 84.33 3,291,659 04/03/2014 86.48 86.83 � �� 85.8 86.5 2,195,402 ' 04/02/2014 85.85 86.82 85.79 86.32 2,096,043 04/01/2014 85.04 85.97 84.85 85.82 2,111,540 03/31/2014 84.34 84.99 84.3 84.65 2,220,034 03/28/2014 83.83 84.62 82.7 83.59 2,709,442 03/27/2014 84.92 85.1399 82.51 83.31 3,613,296 03/26l2014 87.63 88 85.16 85.18 2,756,591 03/25/2014 87.39 87.87 86.84 87.2 2,189,123 03/24/2014 87.34 88.25 86A21 86.91 1,997,017 03/21l2014 88.49 89.31 86.84 86.84 4,106,568 03/20/2014 85.47 87J5 85.41 87.69 3,206,479 http://www.nasdaq.com/symbol/pru/historical 7/20/2015 MET Historical Prices � MetLife, Inc. Common Stock Stock - Yahoo! Finance Page 1 of 2 i-iome Mail Search News Sports Flnance Weather Games Answers Scr�en F6rkr +�,lvi�6�il(��rM1Ai�'H��'o��Firefox» C� ___ �_� Search Finance Se��nUr'�b Meii Finance Home My Portfolio My Quotes News Market Data Yahoo Originals Business&Finance Personal Finance CNBC Contributors Enler Symbol_. Look Up Tue.Jul 2t.2015,3A7pm EDT-US Markets close in 53 mir.s Report an Issue Dow 31."'�„ •, .�!pAv�tR�tf'U"��. MET - p,�,�..�,.... � MET •�'""�' 15 TRENDING♦ MET IS DOWN �� , .. co �^`,�'�'�'�!`�:;a�� ",w,..�..�r,rl y MetLife,Inc.(MET) -rvvse �Watchlist ' Add to Portfolio Llk� ��5 j 5/ .�/ t�.08(0.14%� 3:07PM EDT-Nasdaq Real Time Price Historical Prices Get Hiatorical Prices for:[� Go Set Date Range ' T.�OW'�P11�° �Daity �....._,,.......�..., StaR Date: M8y V 13 2014 Eg.Jan 1,2010 dyyeekly � E�d Daa: May V 13 2014 OWlonthly �Dividends Only Get Prices First�Previous�Vext�Last ----- i � Prices ( .' Date Open High Low Close Volume Adj Close' May 13,2014 52.11 52.22 51.64 52.02 4,725,200 50.60 " 'Close price adjusted for dividends and splits. . y First�Previous�Next�Last ��i Download to Spreadsheet Currency in USD. � � jl� It +��y�� i�l��: +��-:��: � � �' ; �ii . r ��. ��."".�. �� I ��« r_t i S�oe.ra.i s-�� . �� .�z7 . _:'..iin�Ya`' Ad Topics That Might Interest You... 1.High CD Rates Today 5.Fixed Income Investments 2. High Yield Investments 6.Lowest Mortgage Rates 3.Retirement Income Funds 7.Startup Business Plan _ _._ _ __ __ _ 4.Best Roth IRA 8.Dividend Income Funds Feedback ads P��.,�:v-nt,om o��Aas-Tenns-sena Feadpaok-Yahool-ABC News Network Ouofes are real-time tor NASDA�,NYSE.and NYSE MKT.See also delay times for other exchanges All information prov(detl"as ls"for informatlonal purposes only,not intended for tradmg purposes or advice.Neither Yahool nor any of independent providers(s liable for any Informational errors,incompleteness.or delays.o�For any acnons taken m reiiance on ln(ormation contavied herein.By accessing lhe Vanoo�site:you agree not to redistnbute the information found iherein, http://finance.yahoo.com/q/hp?s=MET&a=04&b=13&c=2014&d=04&e=13&f=2014&g=d 7/21/2015 p C, �7 A „�,' Z C � G m G c% � � � G C M—I � �, � � O � v, ao v, trtrao m tra � m cD � � `.J p, � � � t�o � � � � �c � � � ,�~,-� � f D � r-�-F � G � fD � � trJ �-C t0 �C W �-C � V�i M la9 (� , � � � � � � � � ry � � � a � a. rt ' a = o � x �a � ° � ° � � � aw � � � � � � � � � � � � � � m � � � c� `° °' d � "o A� � � b °=. 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C � a y � � � � w ro!� � � � p �,�j p �y �p V � �A ^• � ry � ? �,�j W'C7 � � A � d � � C M m a � p� o y R � �� m � o O o � � � � r" � O `� O 'rtJ' � (�D � Cn �c a* G o � co c ��, � u, `� � g o p. � o+ H �c `G �..ti N N � Q� •y N �0 ��,,, � 'o '.b � C� N o 0 0 � � o W o �o � oay O O O ,�y ti � N w tb � '" � o o ° � e�o a s°e � � ". .* ?" O �c ° ti � N � � n 'G'� GA {�3 fA G.d N � 9 fyD � p� t+ Q� .a � V .A � f�D � v' r � n O � � N ° �' w � C�. � � w �' � a � � � --.. . - . � YCi�I � / �0l� � � -• ::. �� .. . s . . .•. �� u ��ni �11� - �rn�i� � , ��►'' ,�, G�h C ^ �"� $� �� September 26, 2014 �� "° �� 7 �� 1� Duncan & Hartman, P.C. � � Attorneys at Law �� , One Irvine Row �,,�` �� I� ��OI� Carlie, PA 17013 v A � t�� G1r `j� Re: REQUESTED DOCUMENTS To Whom It May Concern: The account was closed. 7/18/14. Sincerely, SEI Private Trust Company � � �; Y /�j�I� MIDLAND NATIONAL° I Annuity Life Insurance Company September 24, 2014 WILLIAM DUNCAN ONE IlZVINE ROW CARLISLE PA 17013 **712 Letter** Re: Peggy Y. Brown, deceased Policy: 8500151087 Dear Mr. Duncan: This contract is an Annuity. Below is the information that is needed to complete the estate tax return. Decedent: Peggy Y. Brown Social Security Number: XXX-XX-3923 Date of Issue: 8/18/2003 Type of Contract: Non-Qualified Date of Death Value (as of 5/13/2014): $50,913.15 If you have questions, please call us toll-free at 877-880-6367. We are available Monday through Thursday from 7:30 am to 5:00 pm(CST) and Friday from 7:30 am to 12:30 pm (CST). A service professional within the Claims and Benefit Department will be happy to take your important call. Sincerely, o�.� 3�� Lori Brecht Claims and Benefit Specialist Claims and Benefit Department cc: File 5055Y-A � REV 07-13 Midiantl Nationai Life Insw�ance Company,Annuity Division�4350 Westo�^,m Parl<vvay�West Des Moines,IA 5026G�vuw�a.MidlandNationai.com � �� Administrative Offce: 4333 Edgewood Road NE LIFE INSURANCE COMPANY Cedar Ragids,IA 52499 www.transamericaannuiti es.com 01/12/2015 SAMUEL H & PEGGY Y BROWN LIVING TRUST C/O WILLIAM DUNCAN 1 IRVINE ROW CARLISLE, PA 17013-3019 Annuity C'olicy Number: 26156539 Dear SAMUEL H & PEGGY Y BROWN LIVING TRUST: We have received notification of the death of Peggy Y Brown. We extend our sincere condolences to you for your loss. Our records reflect the following informatiun regarding this annuity pulicy: Annuitant Name: Peggy Y Brown Owner Name: Peggy Y Brown Claimani Name: SAMUEL H & PFGGY Y BI�OWN LIVING TRUST Portion of claim: 100% Annuity Value: $12,277.77 as of 06/20/2014 Annuity Type: Qualified Please complete and return the enclosed forms in order to in+tiate a death claim on this annuity policy. The following information is being provided io assist yau in completing the forms and submitting the appropriate documentation. We have been informed the death of SAMUEL H BROWN occurred prior to Peggy Y Brown. As a result, policy provisions state the death benefit options are avaifable to tne continger�t beneficiary(ies). Genera!Information The financial professional of record will remain on this annuity unless we are notified of a chai7ge in writing. Please be advised automatic operations such as Systematic Payouts and Automatic Payments have been stopped. Please submit ti�e folinwing�documents upon selection of an option: . An original certified death certificate for Peggy Y Brown indicating the manner of death. . The completed Annuity ClaimanYs Stateme�t. • The completed Trustee Certificatian of Trust Powers Form. • An original certified death certificate for SAMUEL H E3ROWN indicating the manner of death. If you have a copy of the original annuity policy, please return it with the above required documents. � BREF CLMNF001 ,� National Life Life Insurance Company ofthe Southwest'" Group� �"`� I1 I � � � l � October 27, 2014 #BWNCDPH Samuel Brown Susan Burkholder 328 Garland Dr Carlisle PA 17013 Re: Policy Number 678726X Dear Samuel Brown � �S'� �'° �' (,� , � 1 / � On May 19, 2014 we were notified of the death of Peggy Brown. Our previous attempts to settle this matter have been unsuccessful. The requirements needed to complete the claim process have not been received. Please be advised the death benefit proceeds of this policy are in danger of being paid to your state for abandon property. It is imperative that you respond immediately to our request for the outstanding requirements. All requirements should be mailed to our centralized mailing address: One National Life Drive Montpelier VT 05604. We do not accept faxed or emailed documents. We cannot return any document submitted. �L� �� _�3�, � l � Z Correspondence may cross in the mail, if you have already sent the requested requirement(s),please disregard this letter. However, you will receive this automatic letter every 30 days until all claim _ requirements have been received and the claim has been processed ar the proceeds have been paid to your state for abandon property. Please contact a Customer Relations Representative at 1-800-732-8939 for assistance regarding this claim. �-� y �� 7�*�� , Sincerely, �� , ��t 6'�1'� �[� � _I��l � � Claims Department � Q� - ��`2� ' c �P�!,•�� 1� ,� �� National Life Group�is a trade name representing various affiliates;which offer a variety of financial service products. P:800-732-8939�F:214-638-9162�Service@NationalLifeGroup.com�www.NationalLifeGroup.com '' ' Centralized Mailing Address:One National Life Drive,Montpelier,VT 05604-5555� Home Office:Addison,TX °-- --�*--' - - -� Bill, Lenny received a check from MetLife for$2,710.64 that I will pick up. There are 150 shares with Prudential that were are still working on getting transferred. Thanks, Sue Burkholder � - � - � • • � . , . � - • � - � � Payable To: Office Hours: Cumberland County, PA CAROLYN R MCQUILLEN, TAX COLLECTOR JULY-AUG MON 6-9PM, TUES 9AM-NOON gILL # ZSH TOWNSHIP OF DICKINSON AUG 27& OCT 29 9-11AM&6-8PM 1044 PINE ROAD SEPT- DEC BY APPT ONLY NO SAT, IIII III CARLISLE, PA 17015-9373 SUN OR HOLIDAYS. PHONE 717-486-5907 IIIIIIIIII IIII II I IIIIIIIIII III * a s o 0 o z s a * DISCOUNT AMOUNT FACE AMOUNT PENALTY AMOUNT TAXES TAX RATE Between 07101115 Between 09101115 Between 11101115 MAILING DATE: 07/01/2015 And 08131115 And 10131115 And 12131115 COtltr0l#: 08-0-00522187 SCHOOL 13.2436ML $1,207.82 Map#:08-10-0628-105. TOWNSHIP OF DICKINSON CARLISLE AREA SCHOOL DISTRICT WALNUT BOTTOM ROAD Acreage: 9.73 Deed Ref: 00252/01246 TOTAL TAX DUE $1,183.66 $1,207.82 $1,328.60 ASSESSED LAND- 91200 Taxes are due and payable and ASSESSED IMPR- 0 payment is requested from: ASSESSED TOTAL- 91200 BROWN, SAMUEL H & PEGGY Y 11 FLAGSTONE DRIVE CARLISLE PA 17015 4386 TAX COLLECTOR COPY If taxes are escrowed. forward bill to mortqa4e holder for payment After 12/31/2015, taxes are payable to Tax Claim Bureau, Cumberland County Courthouse One Courthouse Square Room 106, Carlisle, PA. 17013 Read Pa ment Instructions on Reverse Side »»»»»»> TEAR P.LONG TH.lS L!NE »»a»»>�««««< TEAR AL�JN� THIS LlNE ��««�««< • , • • • � • , • � - • � 1 1 Payable To: Office Hours: Cumberfand County, PA �AROLYN R MCQUILLEN, TAX COLLECTOR JULY-AUG MON 6-9PM, TUES 9AM-NOON g�LL # ZSH TOWNSHIP OF DICKINSON AUG 27& OCT 29 9-11AM &6-8PM 1044 PINE ROAD SEPT- DEC BY APPT ONLY NO SAT, IIII IIIIIIIIIIIIIII CARLISLE, PA 17015-9373 SUN OR HOLIDAYS. PHONE 717-486-5907 � 1 0 o z s a « DISCOUur,......._ ��$ 2 27 T�E$ Te..—- 313 scHc . OWN ESTATE J �L� ��1 � � 87 PEGGY Y BR DATE 328 GARLAND DR. �� i' �� 7j! �`" STRICT CARLISLE,PA 17013 � ��/O� /� � �� (/��`�� /J�� F��n� )0252/01246 (iJ"' 1��1/ �° � TOTAL l , � i7r� OLLARS + �'°"a ' n PAY T� �j�� 91200 Taxes an E TxE oRDER°F O�� o payment DN� � 91200 BROW � � �n;G�L=�� 11 FLA ° OgItSTOWNBAN _��d ---- �i�on��te+�`a CARLIS �T'aa� _ 2 PE�,.�r«Mo� MEMo L �3 L96��' � 2 2 ��rc COPY .0 3 L 3 L 50 36�: L08 -•� u��to mortgape holder for pavment After 12/31L 1. ., ..u��oeriand County Courthouse One Courthc __, ..a��sie, PA. 17013 Read Pa ment Instructions on Reverse Side � � � - � - • • • � , . , • - • � - � � Payable To: Office Hours: Cumberland County, PA CAROLYN R MCQUILLEN, TAX COLLECTOR JULY-AUG MON 6-9PM, TUES 9AM-NOON g�LL # ZS7 TOWNSHIP OF DICKINSON AUG 27& OCT 29 9-11AM &6-8PM 1044 PINE ROAD SEPT-DEC BY APPT ONLY NO SAT, IIIIIIIIII II I I CARLISLE, PA 17015-9373 SUN OR HOLIDAYS. PHONE 717-486-5907 I I � o a o 0 o z s � * DISCOUNT AMOUNT FACE AMOUNT PENALTY AMOUNT TAXES TAX RATE Between 07101115 Between 09101115 Between 11101115 MAILING DATE: 07/01/2015 And 08131115 And 10131115 And 12131115 C011tl'OI #: 08-0-00522184 SCHOOL 13.2436 ML $1,229.01 Map#: 08-10-0628-104. TOWNSHIP OF DICKINSON CARLISLE AREA SCHOOL DISTRICT , WALNUT BOTTOM ROAD Acreage: 9.84 Deed Ref:00252/01246 TOTAL TAX DUE $1,204.43 $1,229.01 $1,351.91 ASSESSED LAND- 92800 Taxes are due and payable and ASSESSED IMPR- 0 payment is requested from: ASSESSED TOTAL- 92800 BROWN, SAMUEL H & PEGGY Y 11 FLAGSTONE DRIVE CARLISLE PA 17015 4386 TAX COLLECTOR COPY if taxes are escrowed, forward bill to mortgaqe holder for payment After 12/31/2015, taxes are payable to Tax Claim Bureau, Cumberland County Courthouse One Courthouse Square Room 106, Carlisle, PA. 17013 Read Pa ment Instructions on Reverse Side »»»»»»>_TEAR ALONG TH1� L,INE »»»»»««««« T�AR AL(�NG THI� LINE ««««««< � - � - � • • � , . . � - , , - � � . Payable To: Office Hours: Cumberland County, PA CAROLYN R MCQUILLEN, TAX COLLECTOR JULY-AUG MON 6-9PM, TUES 9AM-NOON gILL # ZST TOWNSHIP OF DICKINSON AUG 27& OCT 29 9-11AM &6-8PM 1044 PINE ROAD SEPT- DEC BY APPT ONLY NO SAT, I CARLISLE, PA 17015-9373 SUN OR HOLIDAYS. PHONE 717-486-5907 � o s o 0 o z s 7 � DISCOUNT AMOUNT FACE AMOUNT PENALTY AMOUNT TAXES TAX RATE Between 07101115 Between 09101115 Between 11101115 MAILING DATE: 07/01/2015 And 08131115 And 10131115 And 12131115 Control#: 08-0-00522184 SCHOOL 13.2436 ML $1,229.01 Map#: 08-10-0628-104. TOWNSHIP OF DICKINSON (`ARI ICI F�RFA CCH(�(�I f11STRICT 60-15038 PEGGY Y BROWN ESTATE 3,3 2 2 6 TOTAL TAX DUE 328 GARLAND DR. Taxes are due and pa CARLISLE,PA 17013 DA�JvLc�' ,'�� lo/L fi 7 payment is requested BROWN, SAMUEL � T�oRnE�o ,�.�L`y',f�6 eVl CQt�/��..'jV ;�Z( C�L� /Zp�. l/J�' CARLI�SLETPA 97DI u ON�j `'��i,.d1��/�/� , },�� 7 d� o�7,�Id o ��N/V�i i�� 8 �,`�°�� a After 12/31/2015,taxe ORRSTOWNBANK ATradition ofExcellence One Courthouse Squ< MEMd� � �„7 � ,,��,�j,��, ,�Y�� Read Payment Instr� 1;0 3 L 3 L 5 0 3 6�: L 0 8 L L 3 L 9 6��' 0 Z 2 6