The URL can be used to link to this page

Home My WebLink About03-13-06 REV. 1500 EX . (4.00) w ~ X~CI) UO::X WQ.U ~OO UO::..J Q.a1 Q. c( *' REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ------- J1ic1l li~~CE~.;--..~-~ FILE NUMBER (. :"f ,.' : 1 , 21 . ,.' " '05 - 00915 ~9lJ!iTYn9-9R!= Y~AR NUMBER SOCIAL SECURITY NUMBER 162-36-9861 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCiALSE6uRIl1Y NUMBER--- - --- ~ 1. Original Return 0-- 2. Supplemental Return D 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) ~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) D 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between _ . ________________________ ______.______12-31-91 and 1-1-9~L_______________ ,THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DI~ECTED TO: NAME COMPLETE MAILING ADDRESS I vo V. Otto III, Esquire ~ z w o z o Q. FIRM NAME (If applicable) Martson Deardorff Williams & Otto Ten East High Street Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) KONHAUS, ADA B. ~ z W o W U W o DATE OF bEAf~nMM~DD~YEAR) - DATE OF BIRTH (MM-DD-YEAR) -0-'3. Remainder Re~urn (date of death prior to 12-13-82) o 5. Federal Estate Tax Return ReqUired o 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) None 2. Stocks and Bonds (Schedule B) (2) 143,890.93 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None --~~---- ._-----~ 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 112,763.86 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) None z D Separate Billing Requested 0 j:: 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None 5 ::::l (Schedule G or L) .... ii: 8. Total Gross Assets (total Lines 1-7) c( (J w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 37,304.77 0:: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 8,875.06 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 09/13/2005 05/15/1912 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) TELEPHONE NUMBER 717/243-3341 1. Real Estate (Schedule A) (1 ) 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 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 210,474.96 .045 (16) 0 16. Amount of Une 14 taxable at lineal rate x j:: c( ~ ::::l (17) Q. 17. Amount of Line 14 taxable at sibling rate x .12 ~ 0 U ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) ~ 19. Tax Due (19) (8) 256,654.79 (11 ) 46,179.83 (12) 210,474.96 (13) (14) 210,474.96 9,471.37 9,471.37 Copyright 2000 form software only The Lackner Group, Inc. >> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << Form REV-1500 EX (Rev. 6-00) ~ Decedent's Complete Address: STREET ADDRESS 375 Claremont Road CITY Carlisle STATE PA ZIP 17013 (1 ) 9,471.37 ----_. - --- 8,500.00 .-.- - ._- 447.37 Total Credits (A + 8 + C) (2) 8,947.37 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPA YMENT. 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. 8. Enter the total of Line 5 + SA. This is theBALANCE DUE (3) 0.00 (4) (5) 524.00 (5A) (58) 524.00 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;............................................................................. ~ I; ~: ~::::~ ~~e~~~~i~~:~s:~~e~~s~~~. .~~~~I. .~.~~. ~~~. :.~~:.~~. .~~~.~.~~~~.~~.~. .~.~ .i.t~. 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 receiving adequate consideration?............... ...... ....... ..................................................................................... D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............................ .-...... ........ ......... ............................................ .......... .... D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF 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. correct and complete. Declaration preparer other than the personal representative IS based on all Informabon ~! which preparer has any knowledQE!' SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE SI:::n:;~RESPO I E FOR FILlNGRETVRN-- ADDREss-lu?to~~~~Oj0759 3/ ~ 10 0 DATE SIGNA TURE OF PREPARER OTHER THAN REPRESENTATIVE Iv. V. O".~I, ~'1~i~ . ...~---_._,_._--_.._~-~--_.._--_._.. . ADDRESS -- - -- DATE Ten East High Street Carlisle, P A 17013 ----n------...-.- .-.' .---_. 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 t<) or for the use of the surviving spouse is 3% [72 P.S. ~9116 (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 the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)). The statutedoes not exemota 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 twenty-one 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% [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 beneficiaries is 4.5%, except as noted in 72 P.S. 99116 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 12% [72 P.S. 99116 (a) (1.3)J. 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. Decedent's Complete Address: STREET ADDRESS 375 Claremont Road CITY STATE PA ZEP 17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 8,500.00 -~_..... ----- 447.37 Total Credits (A + B + C) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (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 Make Check to: REGISTER OF WILLS, AGENT BLOCKS PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE (1 ) 9,471.37 (2) 8,947.37 (3) 0.00 (4) (5) 524.00 (SA) (5B) 524.00 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. ~ I ~: ~::::~ ~h~e~~~~i:~~~s:~~;=s~~~. .~~~~I. .~.~~. ~~~. :.~~:.~_~~. .t.~~.~.~~~~.~~.~. .~.~ .i.t~. 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 receiving adequate consideration?............................. ............................................................ .n...... ............... D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.... ......... .............. ...n........... .............. ............................... ........................ D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF 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, correct and complete. Declaration preparer other than the personal representative IS based on all Information ()f which preparer has any knowled~e. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Gail K. Walter P.O. Box 304 Fulton, MD 20759 -----------+--------.'.-- . SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS SIGNATURE OF PREPARER.6Tt~.rER.THA-N.ffEPREsENTJ\TlvE-~----.__.._- - - I~~~~~~i~ ADDRESS Ten East High Street Carlisle,PA 17013 DATE DATE DATE 3/'l/()~ ~-; : ::::;;~:,:::::;:;::~.:(:;:.~ < 11 :~.:;;:::,;,,: ' ;:-'~;;';:X::;': -~~;;:~._;- ",.-;;: ;;T:~:~M{:-'~~tt:;},\2F:,;:f?! ~::>:< 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 use of the surviving spouse is 3% [72 P.S. ~9116 (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 the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statutedoes not exemota transfer to a surviving spouse from tax, and the statutory requirtements 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 twenty-one 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% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [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. . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KONHAUS, ADA B. FILE NUM!SER 2 1 - b 5 - 00915 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION UNIT VALUE I VALUE AT DATE OF DEATH 19,692.81 1,184.174 shares, Delaware Group Equity FDS I, Balanced Class-A, CUSIP 16.63 246093108 2 3,379.073 shares, Lord Abbett Affiliated FD, Inc., Class-A, CUSIP 544001100 14.74 49,807.54 3 1064 shares, PNC Financial Services Group, Inc., Common CUSIP 693475105 56.85 60,488.40 4 498.781 shares, Dreyfus Growth & Value FDS, Inc., Premier Technology Growth-B, 21.72 10,833.52 CUSIP 26200C874 5 46 shares, Prudential Financial, Inc., Common, 66.71 3,068.66 CUSIP 744320102 TOTAL (Also enter on line 2, Recapitulation) 143,890.93 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KONHAUS, ADA B. l\ FILE NUMBER 21 - 05 - 00915 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlYfOwned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 DESCRIPTION M&T Bank checking account # 2675022673 M&T Bank Money Market account # 15002402072415 M&T Bank, CD # 3100391655574 New York Life Insurance Co., annuity contract # SC172119, beneficiary, estate MBNA, credit balance refund GE Capital Assurance, long term care benefit Coventry Health Care Management, prescription drug benefits Penn State, refund of health insurance premium Malpezzi Funeral Home, refund from Claremont Nursing Home Jewelry, appraised value TOTAL (Also enter on Line 5, Recapitulationl) VALUE AT DATE OF DEATH 16,970.53 65,336.21 7,065.57 18.879.21 25.75 1,150.00 1,289.43 27.75 488.41 1,531.00 112,763.86 . SCHEDULE H FUNERAL EXPENSES & J\DIVIINISTRA11VE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KONHAUS, ADA B. FILE NUM~ER 21 oj 05 - 00915 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: Malpezzi Funeral Home, Mechanicsburg, P A 2 Everett Marble & Granite Works, Inc., gravemarker 3 Gail K. Walter, reimbursement for decedent's funeral attire, organist and church cleaning B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Gail K. Walter Social Security Number(s) I EIN Number of Personal Representative(s): 199-34-4680 Street Address P.O. Box 304 City Fulton State MD Year(s) Commission paid 2005/2006 Zip 20759 2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Cumberland County Register of Wills 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal, advertising Letters Testamentary 2 The Sentinel, advertising Letters Testamentary Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 8,845.62 2,058.00 647.59 10,500.00 11,500.00 3 14.00 75.00 144.29 3,220.27 37,304.77 . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KONHAUS, ADA B. 10 11 12 13 14 3 Postage, restricted mailings ScheWIe H Funeral Expenses & Pdninistraiw Cos1s cootinued 5 EVP stock valuation Certified mailing, Department of Public Welfare 4 6 7 UPS, mailings to Executrix Register of Wills, filing fee, Inheritance Tax return 8 Register of Wills, Short Certificates 9 Recorder of Deeds, copies Register of Wills, additional probate Seaboard Surety Company, indemnity bond Mountz Jewelry, appraisal fee Computershare Investment Services, indemnity bond Reserved for additional filing fees and miscellaneous expenses FILE NUn.1BER 21 ... 05 - 00915 Page 2 of Schedule H 24.45 4.42 7.75 15.00 7.00 16.00 1.50 50.00 117.15 2,112.00 265.00 600.00 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE liABiliTIES, & liENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KONHAUS, ADA B. Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 DESCRIPTION Outstanding checks on date of death M&T checking account # 2675022673 Jane Jackson, balance due for handling Ada B. Konhaus personal affairs Con tee Emergency Physicians, account payable Pinker & Associates, account payable Pulmonary Disease & Critical Care AS, account payable TMS, account payable MedPeds, LLC, account payable Claremont Nursing & Rehabilitation Center, account payable Kunec Layag Bullock, LLP, account payable Hospital Physician Services, account payable Metro Med Services, account payable Mobile X-Ray Imaging, Inc., account payable --II FILE NUM\BER 21-p5-00915 I TOTAL (Also enter on Line 10, Recapitulatio~) AMOUNT 4,742.06 188.30 457.00 7.58 30.75 25.38 150.09 2,235.48 955.92 3.92 46.25 32.33 8,875.06 REV.1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KONHAUS, ADA B. FILE NUMBER 21 .. 05 - 00915 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT .. Do Not List Ir:ustu(a~ I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Gail K. Walter P.O. Box 304 Fulton, MD Daughter 2 Jane K. Heppel 7318 Meadow Wood Way Clarksville, MD 21029 Daughter 3 Christopher Martin 7318 Meadow Wood Way Clarksville, MD 21029 Grandson 4 Maria Martin 5946 Kingsburg Ave. 2-E St. Louis, MO 63112 i Granddaughter Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover $heat I II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS AMOUNT OR SHARE OF ESTATE One-half of estate residue One-sixth of estate residue One-sixth of estate residue One-sixth of estate residue TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SH8ET c____~___~. __.____.~_..___._. - _____. .__n.______.. -----~--- .~.--.-_.._._-~--p,---~~--.-.--.- ~"_.- ~-J @1 (Q) <<d) F.\FILES\DA T AFILE\Estale Planning\ I 0429-I.will.2 LAST WILL AND TESTAMENT I, ADA B. KONHAUS, of Carlisle, Cumberland County, Pennsylvania, beipg of sound and disposing mind and memory, do hereby make, publish and declare this to be mt Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me. i 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any r~cipient of any property) shall be paid from my residuary estate as soon as practicable after my dec,se and as part of the administration of my estate. My Executrix shall have no duty or oblig~ion to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or oth~r property not passing under this Will. 2. I give, devise and bequeath all of my estate, both real and personal property, in!the following manner: a. One-half (1/2) thereof unto my daughter, GAIL K. WALTER; One-sixth (1/6) thereofunto my daughter, JANE K. HEPPEL; One-sixth (1/6) thereofunto my grandson, CHRISTOPHER MARTnf; and One-sixth (1/6) thereofunto my granddaughter, MARIA MARTIN. b. c. d. i In the event any of such beneficiaries shall predecease me, I give his or her shar~ to his or her issue, per stirpes, and in default of such living issue, such share shall be distributed pto rata to the surviving persons named herein. 3. I nominate, constitute and appoint my daughter, GAIL K. WALTER, as Exe~utrix of my i estate. 4. I direct that my Executrix shall not be required to file a bond to secure the faithful I performance of her duties in any jurisdiction. Page 1 of 3 Pages [Initials] CLf'?j Ie COMMONWEALTH OF PENNSYL VANIA ) : SS. COUNTY OF CUMBERLAND ) We, Ada B. Konhaus, Edward L. Schorpp, and I' .f.- "d. '''- J:, (,: I ",- "1' / <" "j " , the Testatrix and the witnesses, respectively, whose names are signed to the foregofng iristrument, being first duly sworn, do hereby declare to the undersigned authority that the Test~rix signed and executed the instrument as her last Will and that the Testatrix has signed willing~, and that the Testatrix executed it as her free and voluntary act for the purposes therein expresse1' and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a "'1itness and that I to the best of his/her knowledge the Testatrix was at that time eighteen years of a$e or older, of sound mind and under no constraint or undue influence. ! ~f3,''l:LOrl){~ Ada B. Konhaus, Testatrix I ~"a- J L t~j_. Lit) . '" Witness \ ! ~.--&P/:? ~~/ Witness ~ i I I Subscribed, sworn to and acknowledged before me by Ada B. Konhaus, the estatrix, and subscribed and sworn to before me by Edward L. Schorpp and re:( r, the witnesses, this ~3 day of 'F~y~ , 2003. I ! I I I ~,~~-X) : Notary Public ~ LOOG 'Le ^'tJ~ S3HldX3 NOISSI~WOQ m ONV1~38NnQ ;fO AlNnO~ 'OH08 31SI1H J:) ~118nd AI:JV iON 'Sl:j3^~ '1 3NII:J~O) 1V351'o'IHVION CORBINE lNOTAR/AL SEAL CARLISLE 80R~\1~~0~' NOTARY PUBLIC MY COMMISSION EXPI~SO~ACyUMBERLAND --I 2~2007 Page 3 of 3 Pages 5. I authorize and empower my Executrix, in her sole and absolute discretion~ to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or .,ant options in regard to any or all property of any kind forming a part of my estate for such terms tnd such prices as she may deem advisable; to borrow money for any purposes connected with the ~rotection and preservation of my estate; to mortgage or pledge any real or personal property formi~g a part of my I estate or to join in or secure the partition of same; to compromise any claims or d~mands of my estate against others or of others against my estate; to make distribution in kind an~ to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to ther such power as my Executrix considers desirable and to pay reasonable compensation for such s~rvices as may I be rendered by such agents, attorneys and proxies; and to execute and deliver such itstruments as may be necessary to carry out any of these powers. In addition, I direct that my Execu rix shall have the power to conduct an inventory of any safe deposit box necessary to the adminis ration of my estate. I ~ , IN WITNESS WHEREOF I have hereunto set my hand and seal this ~~t f4. day of J Lc.. f\e_ , 2003., ! ~4-B, 1G-n~(SEAL) Ada B. Konhaus ii i I SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Tesfatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunt~ subscribed I, our names as witnesses thereto, in the presence of the said Testatrix and of each other~ ~-~~~~/ ..~/ <.../<:.~<-t~_ ' I /J k (11 .i \ ~ ~'4. Lt) - .. )' ) , . , Page 2 of 3 Pages Estate Valuation :a:e :;f ~eath: V3':"...:ation Date: ?::-::cessing Date: 9/13/2005 9/13/2005 1/07/2005 Sr:ares cr Par Sec'G.rity Descripti.on High/Ask Low/Bid 1184.174 DELAWARE GROUP EQUITY FDS (246093108; DELFX) BALANCED CL A Mutual Fund (as quoted by :~ASDAQ) 09/13/2005 16.63000 Mkt 2/ 33~9.073 LORD ABBETT AFFILIATED FD INC (544001100; LAFFX) CL A Mutual Fund (as quoted by NASDAQ) 09;:'3/2005 14 .74000 Mkt 3; :064 PNC FINL SVCS GROUP INC (693475105; PNC) COM New YorK Stock Exchange 09/13/2005 56.85000 56.15000 H/L 4 ; 498.781 DREYFUS GROWTH & VALUE FDS INC (26200C874; DTGBX) PREM TCH GRW B Mutual Fund (as quoted by NASDAQ) 09/13/2005 21. 72000 Mkt 5) 46 PRUDENTIAL FINL INC (744320102; PRU) COM ~ew York Stock Exchange 09/13/2005 66.22000 H/L 67.20000 Total Value Total Accrual Total $143,518.53 Page 1 E~tate of: Ada B. Ko~~a~ Renart Type: Date ~f Jeat 'Number of Sec~r:::es: Flle ::;): :"':42S. Mean and/or Divand Int Sec'..:rity Adjustments Acc~uals Va':"...:e 16.630000 14.740000 56.500000 21.720000 66.710000 :9,69:::.3:" ~9,8:-: .S4 60,116.'J] 10,833.52 3,068.66 $0.00 $143,518.53 Tr.is report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If jO"': have q...:est:or.s, please contact EVP Systems at (81S) 313-6300 or www.evpsys.com. (Revision 7.0.4) (' '1 .f2' (~ck(~L~ B. ~~...., /<- <........ mM&TBank -t99 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone ($88) 502-4349 Fax (~02) 934-2955 Octoberi25, 2005 Martson Deardorff Williams & Otto Attorneys At Law 10 East High Street Carlisle, Pennsylvania 17013 Re: Estate of' Ada B Konhaus Social Security: 162-36-9861 Date of Death: September 13. 2005 Dear Sir or Madam: Per your inquiry dated October 18, 2005, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: ' 1. Type of Account Checking Account Account Number 2675022673 If,tO {' 1 .. ( I) ~/lo~L? ?~ ') pi Ownership (Names of) Ada B Konhaus lie Jane K Heppel, Gail K Walter, POA's lie Opening Date 09/01/67 Balance on Date of Death $]6,970.53 Accrued Interest $ 0.00 Total $16,970.53 2. Type ojAccount Savings Account A ccount Number 15004202072415 /) .,.. , tf' ( J;;r- J~./) ,J,uJj,_G f t.~ Ownership (Names of) Ada B Konhaus lie Jane K Heppel, Gail K Walter, POA's lie Opening Date 11/16/01 Balance on Date of Death $65,092.75 A ccnled Interest $ /21.73 Total 565,214.48 Interest Paid YTD $ 876. /6 (Accnled interest is not included) 3. Type of Account Certificate of Deposit A ccount Number 3/003910766674 Ownership (Names of) Ada B Konhaus '" Jane K Heppel, Gail K Walter, POA 's '" Opening Date (; Q,...,~ I ltt., <. " ~L IL- ~/ 03/29/00 Balance on Date of Death $6,949. 79 Accrued Interest $ 110.78 T olal $7,060.57 Interest Paid YTD ... .... .. .... .'_ ... ... '.' ..... .... ,. .'. . o. $ 0.00 (Accrued interest is not included) Please be advised, there was no safe deposit box found for the above decedent. r).~ 3 r'/~ * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717-240-4536. Sincerely, ~7C-C~~ Nancy Clagett Records Management COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ------v- REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT I I NO. <CD 006431 WALTER GAIL K PO BOX 304 FULTON, MD 20759 u___u_ fold ESTATE INFORMATION: SSN: 162-36-9861 FILE NUMBER: 2105-0915 DECEDENT NAME: KONHAUS ADA B DATE OF PAYMENT: 03/13/2006 POSTMARK DATE: 03/13/2006 COUNTY: CUMBERLAND DATE OF DEATH: 09/13/2005 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $524.00 i I I I I I i I ! I I I : I T T TOTAL AMOUNT PAID: REMARKS: CHECK#123 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS $524.00 GLENDA FARNER StRASBAUGH REGISTER OF WILL~ I I I