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Home My WebLink About10-25-05 REV.1500EX+(~OI w .... l<:~Ul ()1lI:l<: WGo() ",00 ()1lI:..J Goal Go <C L' REV-1500 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER DEPAR6~~~T2~~VENUE RESIDENT DECEDENT 21 05 HARRISBURG, PA 17126-0601 '. ___~_...___~_.. gOUNTY g,QQL. YEAR. DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ----.---~--~-~--rS6CIALSEC-URITY NUMBER .--1-- 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12- ITHIS SECTION MUSr BE COMPLI!TED. ALLCORRES . NAME Ivo V. Otto III, Esquire ---'---.'.~._- FIRM NAME (If applicable) Martson Deardorff Williams & Otto *' .... z w C w () w c SUNDAY, Mary K. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 06/06/2005 08/20/1920 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) Sunday, Harvey . ~ 1. Original Return D 4. Lirnited Estate ~ D ------'D~ Supplemental Return D D D 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received ._--_._<~ 00524 NLJMB~R 205-09-9961 THIS RETURN MUST BE FILED IN QUPLlCATE WITH THE REGISTER OFIWILLS SOCIAL SECURITY NUMBER ; : D i-RemainderReturn(clate 01 dealtlj,rior to 12-13-82) D 5. Federal Estate Tax Return ft$quired J>... 8. Total Number of Safe Depo~ij Boxes D 11. Election to tax under Sec. 9j 3(A) (Attach Sch O) .... z w c z o Go _._______._1 ----.~I [rELEPHONE NUMBER 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ;:: ~ ::> .... a: <C () W Ill: 4. Mortgages & Notes Receivable (Schedule D) 5, Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) Ten East High Street Carlisle, PA 17013 n .. ..___ ..... BE DIRECTED TO: (1 ) (2) (3) (4) (5) (6) (7) None 15,409.58 None j None 51,546.25 408.67 152,741.92 (8) 220,106.42 (9) (10) 19,359,04 -- _._-~"._._._---_..- 2,164,34 (11 ) 21,523.38 (12) 198,583.04 --------1-.+ (13) Ii I (14) ! 198,583.04 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES - ~-t , , I , I ------+-1 8,936,24 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) ----.... z 198,583,04 x .045 (16) 0 16. Amount of Line 14 taxable at lineal rate ;:: ~ ::> (17) Go 17.Amount of Line 14 taxable at sibling rate x .12 :; 0 -.. () ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) .... 19. Tax Due (19) 8,936,24 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ....---------------r -~ >> BE SURE TO ANSWER ALL QUESTIOI\IS ON ~EvERSE SiDe AND RECHECK MATH<< Copyright 2000 form software only The Lackner Group, Inc. Form REV-150l~ X (Rev. 6-00) 4becedent's Complete Address: STREET ADDRESS 33 Strawberry Court CITY -~~-~-~--~~~---~~-~-I~~----- STATE PA ZIP 17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 7,500.00 -~-- 394.74 Total Credits (A + 8 + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty 8,936.24 894.74 TotallnteresUPenalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (3) 0.00 (4) (5) 1.50 (5A) (58) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKl 1. Did decedent make a transfer and: Yes I a. retain the use or income of the property transferred;............................................................................. ~ . ~: ~:::~ :;e~;~i~~~~:~~;=s~~~. ~~~~I. .~.~~. ~~~. :.~~:.~~~. .~~.~.~~~~~~.~. .~.r. .i.~ .~~.~~~~".'.'.'.'.'.'.'.'.'.'.'.'.'.'~~::::::::::: ~~.'.'. d. receive the promise for life of either payments, benefits or care?.......................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without 3. :;~~:d:::::~ea~~~i:::t~:~: .~;.~~~~.~;~. ~~~~ .~~~;~..~.~.~.~. ~~~~~~; '~';'~~~~~;;;'~;'~i~'~;~~~'~~~;~~""""""".. 8 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ' IF THE ANS:::i~~ :~~:;i~::;~g~::o~:~.~;;~~~.;~.~.~~:.~~~.~~.~;.~.~.~~.~.~;~.~~~~~~~.~..~.~~~.~;~~.IT~S PA90F THE RETURN. 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. ~ and compiete. Declaralion preparer other thl3"~~~.Eersonal representative is based on all information of w_hich preparer has any knowledge. .__ __ ~------~~:~~ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS T. Randall Adams 7.Q SIGNATURE ERS R. Da' 01' ge Make Check Payable to: REGISTER OF WILLS, AGENT 537 West Penn Street Carlisle, PA 17013 ADDRESS 3 Southern Cross Drive ___ __J~oil~_SJlrings, R A) 70_07 ADDRESS Ten East High Street Carlisle, P A 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of th.. '" ,",:..'-- [72 P.S. 99116 (a) (1.1) (ii)]. The statutedoes not exemot a transfer to a surviving spouse from t of assets and filing a tax return are still applicable even if the surviving spouse is the only benefl For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of a~ parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benel 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 1 under Section 9102, as an individual who has at least one parent in common with the decedent, \ N-A?D i5cvf DATE /0. -ZI.O~ DATE ,ol~oJoJ . I DATE (01 J).o foJ eisO% sclosure , a natural '.S.99116 ; defined, ,. *' SCHEDULE B STOCKS & BONDS II ESTATE OF~=:C=---- -~--~ ----=----=--=-~_=_____=___c:c==__ -IFILE NUMBER ~ SUNDAY, Mary K. I 21 _ 05 _ 00524 \ All property jOintIY~::ed with right of survivorsh~ must be disclosed on Schedule ~-- ----- - --- --I I VALUE AT DATE OF UNIT VALUE DEATH 15,409.58 ITEM NUMBER 1 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT DESCRIPTION 149 shares, M&T Bank, CUSIP 55261F104, see attached stock valuation TOTAL (Also enter on line 2, Recapitulation) 15,409.58 <,' . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA IN~EE~;r~N;,e 6:6E~~~~RN I ----- -- -- .-.--.-------,.-~..._.~__..._______...,__..._____.______.___,'__.._________._,.______ ________-----1 I[ ESTATE OF SUNDAY, Mary K. - - - -- I FILE NUMBER 21 - 05 - 00524 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned wit the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 II 12 DESCRIPTION M&T Bank checking account 2670002811 Members 1st Money Market account 213382-11 Members 1 st checking account 213382-11 Members 1st savings account 213382-00 Cash in Morgan Stanley investment account 410-019219-036 Discover Bank, $10,000 CD 254467B-VT2 Capital One Bank, $22,000 CD 140409-UX-9 Household goods and personal property Bon- Ton, refund Chadwick's, refund Drew Stoken, M. D., refund 2001 Chevrolet Cavalier, actual sale price TOTAL (Also enter on Line 5, Recapitulation) LUE AT DATE OF DEATH 12,150.51 42.55 25.75 547.43 583.02 10,208.24 21,695.65 1,000.00 180.79 97.80 14.51 5,000.00 51,546.25 / *' SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SUNDAY, Mary K. FILE NUMBER 21 - 05 - 00524 I --,._--.--.._-_.~---_.._..._.-..._-_.._.~.--'----.._--_.,---.---....----..--..-\-- -- If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT{S) NAME ADDRESS RELATIONSHIP DECEDENT A R. David Bollinger, Jf. 3 Southern Cross Drive Boiling Springs, P A 17007 Son B T. Randall Adams 537 West Penn Street Carlisle, P A 17013 Son JOINTLY OWNED PROPERTY: \ ITEM I F6~ryJ'~T' 3~b~ Ilnc~~~~~::~~~~a~~i~~~~~~~nP;~~;~;~~unt n~~~:l DA~;O;DEATH II D~8j.Sj~~ \ DA0~E~~~~TH NUMBER TENANT' I" JOINT_ t:.:;.~"a"d."'fY,"9 ",mb'" ~Ilaoh deed to')o'"'y"." real ~,VALUE O~ASSET I'NTEREST '"GEDENT'S INTERE" A-B 110/04/19831 M&T Bank savings account i 1,226.00133.334% i 408.67 . ,025004920118038 ' TOTAL (Also enter on line 6, Recapitulation) 408.67 II .. SCHEDULE G . . : INTER-VIVOS TRANSFERS &1 i COMMONWEALTH OF PENNSYLVANIA . INHERITANCE TAX RETURN I MISC. NON-PROBATE PROPERTY i . RESII)E~ [)~~EQi~-=-,c:=,:-=:c-==--=~-=--"-===--:=..======-==-==~==--~=-=-:-=:c~- ~ --c----=:-.--:J __ _ _ ESTATE OF - fFILE NUMBER - r I 21 - 05 - 00524\ / SUNDA Y, Mary K. 2 i This !!cl'1~cIlJI!l1'IlJs!be ~_l1'IPleted -"-11~ fil!t~.if t~ClIl~YI!r to Clnyof question!) 1 throuSJh 4 on e.age 2 is~es. i DESCRIPTION OF PROPERTY T T I % OF I I I Include the name of the transferee, their relationship to decedent and the date of transfer.I~ALUEE O;F D~E~I DECO'S . EXCLUSION I. TTBLE VALUE : Attach a copy of the deed for real estate. . A A I INTEREST I (IF APPLICABLE) . I H;rtf~rdCRC Annuity # 711365674. Beneficiaries: T. II 88,250-:6GOO%----L-1..---j----r-88,250.61 Randall Adams (50%); R. David Bollinger, Jr. (50%); sons I 1 I, I I ! I I I I Hartford HTF Select Leaders, Annuity # 711365676. Beneficiaries: T. Randall Adams (50%), R. David BOllinger,1 Jr. (50%),sons 63,958.361 100% 63,958.36 ITEM NUMBER 3 Prudential Annuity #0005314746. Beneficiaries T. Randall Adams (50%), R. David Bollinger, Jr. (50%), sons I i 532.951 100% 532.95 I I 'I I I I i I I I I i \ I \ i i I i i ----------- ---------_.__._----~----_._--_._- -- --- TOTAL (Also enter on line 7, Recapitulation) 152,741.92 " . SCHEDULE H FUNERAL EXPENSES & COMMONWEAL TK OF PENNSYLVANIA INKERITANCE TAX RETURN ADIVIINISTRA1lVE COSTS ESTATE OF,~=~I~~~D~~~Nl""-==----==-----'---==---:==c' =:'-'=~-===-=----==--=----=--=--~~ -c----==---==--===c--,-,=:C'-':j" SUNDAY Ma K. I. FILE NUMBER ! , ry 21 - 05 - 005241 ----------~ -------- --"---- .+ Debts of decedent must be reported on Schedule I. I ITEM ----- --------- ----- - -- ---- I NUMBER DESCRIPTION AMOU T ______.__...______ u.._'_ .._____.___ ____ A. FUNERAL EXPENSES: Hoffman-Roth Funeral Home, Carlisle, PA 2 Funeral reception B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 1. Social Security Number(s) / EIN Number of Personal Representative(s): 2. Street Address City Year(s) Commission paid Attorney's Fees Martson Deardorff Williams & Otto (estimated) State Zip 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Harvey P. Sunday Street Address 33 Strawberry Court City Carlisle Relationship of Claimant to Decedent State P A Husband 17013 Zip 4. Probate Fees Cumberland County Register of Wills 5. Accountant's Fees 6" Tax Return Preparer's Fees 7" 1 Other Administrative Costs Recorder of Deed, copies 2 Certified mailing, Department of Public Welfare Total of Continuation Schedule{s) TOTAL (Also enter on line 9, Recapitulation) 9,620.80 230.12 5,600.00 3,500.00 360.00 2.00 4.42 41.70 19,359.04 . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SUNDAY, MaryK. I[ Sched.EH Funeral Expenses & AdTinistrative Cos1s continued __1____ FILE NUMBER , 21- 05 - 00524i -_.._,._._--_...~,-_._--_._~---_._- ._.~~_._._----'-_._-------'--_.._---~--.._-_._---\ -- EVP stock valuation . 3 4 Estate checks 6 Register of Wills, Short Certificates Register of Wills, Inheritance Tax return, filing fee 5 Page 2 of Schedul H 6.20 12.50 15.00 8.00 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SUNDAY, Mary K. - - -- ._.~-~.~.-.._-----_....._----._- ._-._--~._-.----_..._-_.- Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 DESCRIPTION Outstanding checks, M&T checking 2670002811 on date of death MBNA America credit card # 5329 00110091 6858, balance due Blair Credit Services, balance due Cresscare Medical, balance due Appalachian OrthopedicCenter L TD, balance due Moffitt Heart & Vascular, balance due Prudential Financial, reimbursement of pension benefit paid after date of death Masland Associates, account payable FILE NUMBER 21 - 05 - 00524 TOTAL (Also enter on Line 10, Recapitulation) I! AMOUNT 962.78 294.86 57.52 46.49 14.30 34.24 521.26 232.89 2,164.34 REV.1513 E)Y-'(9.00) ~ ~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA I BENEFICIARIES INHERITANCE TAX RETURN ~~S~~ENT DECEDENT .._._J___ ____ ____ _ ___ _ ___~ _ ____ ESTATE OF NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY . FILE NUMBER 21 - 05 - 00524 _._1____._. _._ RELATIONSHIP TO I AM UNT OR SHARE DECEDENT F ESTATE _OoJ\IollJst.Trustu(s). SUNDA Y, Mary K. I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) T. Randall Adams 537 West Penn Street Carlisle, PA 17013 Son One alf of estate resid e 2 R. David Bollinger, Ir. 3 Southern Cross Drive Boiling Springs, P A 17007 Son One alf of estate resid e ! Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she t II. NON-TAXABLE DISTRIBUTIONS: IA SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT . BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEr F:\FILESIDA T AFILE\Estate Planningl I 0512-1.will.2 (G(Q)[;>>)f LAST WILL AND TEST AMENT OF MARY K. SUNDAY formerly MARY K. BOLLINGER I, MARY K. SUNDAY, formerly MARY K. BOLLINGER, a legal resident of Si uth Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing n!1 nd, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my ave marker, shall be paid from the assets of my estate as soon as practicable after my dec~ se. Notwithstanding the foregoing, in the event that I am survived by my husband, HARVEl P. SUNDA Y, my Executors shall not be obligated to discharge any mortgage obligation associ ted with the principal residence I hold jointly with him, located at 33 Strawberry Court, Carlisle (S' uth Middleton Township), Pennsylvania. SECOND: I direct that all taxes that may be assessed in consequence of my de at , of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estat as a part of the expense of the administration of my estate. THIRD: I devise and bequeath the residue of my estate, of every nature and whe~ ver situate, to my children, T. RANDALL ADAMS and R. DAVID BOLLINGER, equally, provi"ded that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his issue, per stirpes, living on the thirty- first day following my d' ath, and in default of any such then-living issue, such share shall be added to the share for my ~ her child. FOURTH: I nominate constitute and appoint T. RANDALL ADAMS and R. DA! ID BOLLINGER, Co-Executors, or the survivor thereof, ofthis, my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will ,and Testament, consisting of one typewritten page, this '?/sT day of /7 1,;i /(/1 2003,' 'h,~;(~~_ (SEAL) Mary K. Sunday Signed, sealed, published and declared by the above-name Testatrix, Mary K. Sunda , 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 nam s as witnesses. ,. . , "i ( ,- \. ,; .' i I i ,..~-..---_._- -~ l} :!. .' IiI COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) , i (1'"1 i~~'r,\_-I 1 i,.'~_ \,.. j 11 ;1tn [1,_ We, Mary K. Sunday, lt4M'9.na L.' 8€ho~p, and i '>'_ L .:..t-t?, ' ~ he Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrum nt, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed I nd executed the instrument as her last Will and that the Testatrix has signed willingly, and that he Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that e ch ofthe witnesses, in the presence and hearing ofthe Testatrix, signed the Will as a witness and ~ at to the best of his/her knowledge the Testatrix was at that time eighteen years of age or olden, of sound mind and under no constraint or undue influence. ':. . .L.- ,':--.,"." ~M ::'~_._' ., Witn~ss /" if /,. , " ,/ /-' ~/ , / .' {._-''"/ <...~-'-:... 'c Witness '> / '2.,/--j. /0/.~" (:~--, t, Subscribed, sworn to and acknowledged before me by Mary K. Sunday, the Testatrix, . /nttrC It\.Y. {',:l'\llhn( . t' , subscnbedandswomtobeforemebyHc.tW3~-:Sehow-and \ tCf"XI':L )" D+h:. the witnesses, this ::.sr''yl day of }"Y'\t.~L:k" , 2003. L,)'- cnDou&rNOTARIAl SEAL r-~ l. MYERS, Notary Public .....- Boro, CumberlandCounty ComInission Ex ires Ma 27, 2003 3. Type of Account Savings Account Account Number 025004920118038 Ownership (Names of) Mary K Sunday * T Randall Adams * R David Bollinger * Opening Date 10/04/83 Balance on Date of Death $1,225.49 Accrued Interest $ 0.51 Total $1,226.00 Please be advised, there was no safe deposit box found for the above decedent. 'I L/ / -r ~ ,/ J ;, /,,L r{' ~" )/, I /' c' * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., pltj se call the Stonehedge Office # 717-240-4524. Sincerely, ,....y .. /'--~:~?'."t, . ,. <-"/ (-t2--?/-'~-i /< ,-(' t:: )~~\- (j t-/ Nancy Clagett Records Management m1M&TBank 499 Mitchell Road, MiIlsboro, DE 19966 Mail Code DE-MB-12 Martson Deardorff Williams & Otto Attorneys At Law 10 East High Street Carlisle, Pennsylvania 17013 Phone (888) 502-4349 Fax (302) 934-2955 June 22, 2005 Re: Estate or- Marv K Sundav Social Security: 205-09-9961 Date of Death: June 06, 2005 III Dear Sir or Madam: Per your inquiry dated June 13, 2005, please be advised that at the time of death, the above-named decedent had oni with this bank the following: 1. Type of Account Account Number Ownership (Names of) Opening Date Balance on Date of Death Accrued Interest Total 2. Type of Account Account Number Ownership (Names of) Opening Date Balance on Date of Death Accrued Interest Total Checking Account 476749 Harvey P Sunday, Mary K Sunday * 04/01/71 $3,451.56 $ 0.00 --- ------- ---- -- -- -------- ----- - -- ---- ---- -- ---- -_. -----,^-- ---- --- --- -- - . - ,.- -_. --- ----- --- ^ - - --- $3,451.56 Checking Account 'd 267000281 I ,<- ,/ /111 l / i (( .' ( Mary K Sunday * ". T Randall Adams, R David Bollinger, POA 's ( , 09/01/67 $12,1 50.51 $ 0.00 $12,150.51 fvl~ MEMBERS 1st FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 213382 -00 01/24/2002 $547.29 $.07 $547.43 None CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 213382 -11 01/24/2002 $25.75 $.00 $25.75 None MONEY MANAGEMENT ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 213382 -05 05/06/2002 $42.55 $.00 $42.55 None c I II( (rlf ''1.<," I ( /' .- J' , () ,/ //. L/ ~r ili J .~.lllC. J d, 5 . ~ .L . C . <' , (j (' lit,! L cJ()(f '. /' ,/ i/. T , MfN\. BERS 1ST FEDERAL CREDIT U~ION V7~dc' d /at:' Denise A. Wolfe Insurance Services'pervisor July 21, 2005 Estate of: MARY K. SUNDAY Date of Death: 06/06/2005 Social Security Number: 205-09-9961 5000 Louise Drive' Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org I[ Estate Valuation Date of Death: 06/06/2005 Valuation Date: 06/06/2005 processing Date: 08/11/2005 Estate of: Mar~ K. Sunday Report Type: Date of Death Number of Seturities: 1 File fD: 10512.1 Shares or Par Security Description High/Ask Low/Bid Mean and/or Div and Int Se urity Adjustments Accruals Va ue 1) 149 M & T BK CORP (55261F104; MTB) COM New York Stock Exchange 06/06/2005 103.43000 102.51000 H/L 102.970000 15,342.53 Div: 0.45 Ex: OS/27/2005 Rec: 06/01/2005 Pay: 06/30/2005 67.05 Total Value Total Accrual Total $15,409.58 $15,342.53 $67.05 (// / / f.';;) " /1 C (' Lt ?t{j:L- '- ~;?-' '" / Page 1 This report was produced with EstateVal, a product of Estate Valuations & pricing Systems, Inc. If you have qu stions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) Estate Valuation i ! ! Estate of: Maty K. Sunday Report Type: D te of Death Number of S curities: 2 File ID:! 10512 .l.evp ! Date of Death: 06/06/2005 Valuation Date: 06/06/2005 Processing Date: 10/12/2005 Share s or Par Security Description High/ASk Low/Bid Mean and/or Div and Int S curity Adjustments Accruals V 1ue 1) 10000 DISCOVER BK GREENWOOD DEL (25467BVT2) Financial Times Interactive Data DTD: 01/23/2002 Mat: 01/23/2006 4.4% 06/06/2005 100.45680 Mkt 100.456800 10,045.68 2 " Int: 01/23/2005 to 06/06/2005 22000 CAPITAL ONE BK VA (140409UX9) Financial Times Interactive Data DTD: 02/02/2005 Mat: 02/02/2010 4% 06/06/2005 162.56 97.23880 Mkt 97.238800 21,392.54 Int: 02/02/2005 to 06/06/2005 303.11 Total Value Total Accrual Total $31,903.89 $31,438.22 $465.67 -.S~/r~r /e I,,,, , /) _~"/ r .J /;,. <L 'j Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)