HomeMy WebLinkAbout07-11-06 (2)
REV - 1500 EX -+ (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
FILE NUMBER
] 21 06
COUNTY CODE YEAR
~~-SOCIAL~SECURITY NUMB~ER
I 174-12-7163
i
00223
NUMBER
i
I ~ ~ 1. Original Return 0 2. Supplemental Return
II' 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after
12~12~82)
I ~ 6~ Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
I of Will) copy of Trust)
L~ ~~i:_ation Proceeds Received 0 1 O. ~~~~~~~I:n~~~1~~5?redit (date of de:: between 0 ~ction to tax under-=-ec 9113(A) (At~Sch O~
ITHISSECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFID,ENTlAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME :COMPLETE MAILING ADDRESS
! Christopher E. Rice, Esquire I
~NAME (If applicable)
I Martson Deardorff Williams & Otto
....
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i DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
I
I COLLER, CHRlSTINE S.
I DATE OF DEATH (MM~DD~YEAR) DATE OF BIRTH (MM~DD~YEAR)
103/04/2006 07/01/1920
i (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o 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)
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....
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Ull.
D 3. Remainder Return (date of death prior to 12-13-82)
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5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
Ten East High Street
Carlisle, PA 17013
ELEPHONE NUMBER
717/243-3341
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)
f------~-----_.-------.----;
I I
I
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
137,000.00
163,098.03
None
7,500.00
505,277.74
None
None
(8)
'- 812,875.77
(9)
(10)
79,456.35
1,680.13
(11 )
81,136.48
(12)
731,739.29
I 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
1 made (Schedule J)
_~. Net~alue su~~ect to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 52,267.09 .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
>=
<(
....
:J (17)
ll. 17. Amount of Line 14 taxable at sibling rate x .12
::<
0
u
~ 18. Amount of Line 14 taxable at collateral rate 679,472.20 x .15 (18)
....
19. Tax Due (19)
(13)
(14)
731,739.29
2,352.02
101,920.83
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
104,272.85
>>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<<
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
121 Stonehouse Road
I STATE PA
I ZIP
I 17013
..-
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
104,272.85
98,000.00
-_._-~
5,157.89
Total Credits (A + B + C)
(2) 103,157.89
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 the OVERPAYMENT.
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 the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
0.00
(5)
(5A)
(5B)
1,114.96
1,114.96
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:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or............. ........... ............................ .................. ......................... ...................
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?.... .............. ............ ....................... ..................... .......................... ..................
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? """'''''''' ........... ................. ....... ............ ............. ........................ ...................
Yes No
D ~
B ~
D ~
D ~
o 181
o 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
pre parer other than the personal representative is based on all information of which pre parer has any knowledge
NSIBLE FOR FILING RETURN ADDRESS
DATE
16 Clay Road
Carlisle, P A 17013
LE FOR FILING RETURN
ADDRESS
7-'..(1..._
DATE
SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE
Christopher E. Rice, Esquire
{ ~ i;/' .' (j '5 1/ vc..---
:._ 1'1. c. , ~ ) '''''-'0
ADDRESS
DATE
Ten East High Street
Carlisle, PA 17013
-"7 if'
I - , ..'
L ;; ~
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. 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 the surviving spouse is 0%
[72 P .S. 99116 (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 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)]. 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.
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SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
21 - 06 - 00223
---
Ail 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 wilflng seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
COLLER, CHRISTINE S.
----
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Residence at 121 Stonehouse Road, Dickinson Township, Cumberland County, P A, known as Parcel No. 137,000.00
08-09-0523-003. Actual sale price (see settlement statement attached)
~--_.._---_. --
TOTAL (Also enter on Line 1, Recapitulation) 137,000.00
..
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - 06 - 00223
ESTATE OF
COLLER, CHRISTINE S.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM ,I I
NUMBER DESCRIPTION i
1 I 200 shares, common, Independence Square Income Securities, Inc. (453779100); no !
, current market value I
! !
UNIT VALUE
! VALUE AT DATEOF
I DEATH
.-----
O. 0.00
2 1000 shares, common, Duff & Phelps Uti 1 Corp (26432K108) 12.97 12,970.00
3 169 shares, P A Power Co. (709068100) 69.312550 11,713.82
4 I 348.304 shares Blackrock Fd Hi Yld Bd-A (091929679) 7.91 2,755.08
5 Securities in Smith Barney Account No. 73H-00804-11 as shown on attached exhibit 64,368.39
to Sch. B, Item 5
6 i Smith Barney Account No. 73H-00804-11, 994 units UTS First Tr Spl Situations Tr 9.00 8,946.00
937
7 1603 units Van Kampen P A Value Mun Inc (92112Tl 08) 13.9625 22,381.89
8 Wachovia Securities, Account #2068-3151 as shown on attached exhibit to Sch. B, 39,962.85
I Item 8
TOTAL (Also enter on line 2, Recapitulation)
163,098.03
'.
SCHEDULE D
MORTGAGES & NOTES RECEIVABLE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - 06 - 00223
ESTATE OF
COLLER, CHRISTINE S.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1 John Madden, loan dated 2/28/06
-
VALUE AT DATE OF
DEATH
7,500.00
DESCRIPTION
TOTAL (Also enter on Line 4, Recapitulation)
7,500.00
..
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
I
I
I
-..-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - 06 - 00223
ESTATE OF
COLLER, CHRISTINE S.
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
--._-
1 Ralph Reeder, Real Estate tax proration 562.66
2 Smith Barney Account #73H-00804-11, cash balance 17.41
3 M&T Checking #407836 92,321.59
4 M&T Checking #90030087 29,173.87
5 M&T Savings #015004200018164 98,741.26
6 M&T CD #031003913903372 10,012.23
7 PSECU, share account, #01 419.74
8 PSECU, Money Handler account, #04 56,391.51
9 PSECU, Certificate #51 10,001.68
10 PSECU, Certificate #52 10,002.26
11 PSECU, Certificate #53 10,002.26
12 PSECU, Certificate #54 10,002.14
13 PSECU, Certificate #57 20,004.93
14 PSECU, Certificate #63 15,003.21
15 PSECU, Certificate #64 10,002.14
16 PSECU, Certificate #65 10,002.14
17 PSECU, Certificate #66 10,002.67
18 PSECL', Certificate #67 10,003.39
19 Sovereign Bank, Certificate #1675202707 25,012.94
20 Sovereign Bank, Certificate #1675208506 10,005.17
Total of Continuation Schedule(s}
TOTAL (Also enter on Line 5, Recapitulation)
67,592.54
505,277.74
ESTATE OF
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY continued
COLLER, CHRISTINE S.
i FILE NUMBER
I 21 - 06 - 00223
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM I
NUMBER I DESCRIPTION
21 ~ Sovereign Bank, Certificate #1675208852
I VALUE AT DATE OF
I DEATH
----
10,004.06
22
Sovereign Bank, Certificate #2895399257
10,004.10
23
I Sovereign Bank, Certificate #3385086727
I Sovereign Bank, Certificate #3385090133
15,008.50
24
10,003.97
25
Sovereign Bank, Certificate #3385094739
10,004.10
26
Sovereign Bank, Certificate #3385097823
10,004.30
27
Cash in house
284.00
28
Blackrock, 2/28/06 dividend
16.51
29
Citigroup Smith Barney, 3/3/06 interest
46.42
30
PSERS, final pension payment
133.37
31
U.S. Treasury, 2005 income tax refund
693.00
32
I
I
I Rowes Auction, public sale proceeds
885.00
33
1976 Ford LTD, poor condition, appraised value
150.00
34
Van Kampen, dividends 12/30/05-2/28/06
267.21
35
Nationwide Insurance, homeowner's insurance premium refund
88.00
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--~~---
Page 2 of Schedule E
,~.
~
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
I
I
I
I
I FILE NUMBER .
I 21 - 06 - 00223
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
COLLER, CHRlSTINE S.
Debts of decedent must be reported on Schedule I.
ITEM I
NUMBER
A.
B.
2.
DESCRIPTION
AMOUNT
9,740.00
FUNERAL EXPENSES:
Hollinger Funeral Home, Mt. Holly Springs, P A
ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
William John Madden
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 16 Clay Road
City Carlisle
Year(s) Commission paid 2006
State P A
Zip 17013
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
4.
City
Relationship of Claimant to Decedent
State
Zip
Probate Fees
Cumberland County Register of Wills
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1 I
i
2 I
i
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Other Administrative Costs
Hooke Hooke & Eckman Realtors, commission
Cumberland County, 1 % realty transfer tax
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
27 ,400.00
28,000.00
514.00
8,220.00
1,370.00
4,212.35
79,456.35
I FILE NUMBER~-~----
I 21 - 06 - 00223
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Schedule H
Funeral Expenses &
Adninistrative Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COLLER, CHRISTINE S.
ESTATE OF
3
Jackson's Auto Service, battery
4
PPL, electric service through settlement
5
The Sentinel, advertising Letters Testamentary
6
Cumberland Law Journal, advertising Letters Testamentary
7
Waste Management, dumpster
8
Argennt Company, replace front door and locks for security
9
John Madden, compensation for trash removal and clean up of property for settlement
10
Carol Madden, compensation for trash removal and clean up of property for settlement
11
Wesley D. Madden, compensation for trash removal and clean up of property for settlement
12
Sylvia Madden, compensation for trash removal and clean up of property for settlement
13
Matthew Madden, compensation for trash removal and clean up of property for settlement
14
EVP Systems, stock valuation reports
15
Certified mail
16
Short certificates
17
Register of Wills, additional probate fee
18
Penn Township Volunteer Company, trash removal
19
Safeco Ins. Co., surety bond for lost stock certificates
20
Reserved for filing fee for Account; commissions for sale of securities and miscellaneous
expenses
I
i
Page 2 of Schedule H
83.69
45.35
144.29
75.00
592.00
363.00
580.00
380.00
120.00
160.00
120.00
21.70
9.52
40.00
150.00
100.00
227.80
1,000.00
,~
~
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
COLLER, CHRISTINE S.
I
!
I
. FILE NUMBER
I 21 - 06 - 00223
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
DESCRIPTION
Diversified Appraisal Service, appraisal of real estate prior to death
PPL, account payable
Sprint, account payable
Lancaster HMA Phys Mgmt, account payable
P A40, tax due
Carolyn McQuillen, tax collector, check #520 for real estate taxes cashed after death
Carolyn McQuillen, tax collector, check #521 for personal taxes cashed after death
Sprint, final bill
John Madden, account payable, power of attorney services
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
225.00
36.65
47.48
20.96
202.00
330.63
9.90
7.51
800.00
1,680.13
REV-1513 EX. (9-00)
,~
~
SCHEDULE J
BENEFICIARIES
I
COMMONWEALTH OF PENNSYLVAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
_.~~~-
ESTATE OF
i FILE NUMBER
I 21 - 06 - 00223
COLLER, CHRISTINE S.
---
-_._---_.__._~_.
AMOUNT OR SHARE
OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
USt98(S}
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
William John Madden
16 Clay Road, Carlisle, P A 17013
I
I
IStepgrandson
I
2 Anton J. Zotter, Jr.
9115 Promontory Road, Indianapolis, IN 46236
Nephew
3 Gretchen L. Zotter
105 Dwellington Drive, Valencia, P A 16059
Niece
4 Marion S. Eckstein
267 Rader School Road, Renfrew, PA 16053
,
'Niece
5 Daniel 1. Zotter
230 Vogel Road, Butler, PA 16002
Nephew
6 Charles Zotter
230 Vogel Road, Butler, PA 16002
I
'Nephew
See Continuation Schedule(s) attached
I Ee'e' doll" ,mo"," 10, dl.-"",,oo< ,ho~ ,00'" oe Itee, 15 'hm",h 18. " ,ppmp"'~. oe R" 1500 00'" 'hee',
NON-TAXABLE DISTRIBUTIONS: I
IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT !
I BEING MADE :
I I
I I
I
I
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II.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1/14 estate residue
1/14 estate residue
1/14 estate residue
1/14 estate residue
1/14 estate residue
1/14 estate residue
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI
~--
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SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
COLLER, CHRISTINE S.
I FILE NUMBER
I 21 - 06 - 00223
[include outright spousal distributions, and transfers under
Sec. 9116(a)(12)]
RELATIONSHIP TO i
DECEDENT i AMOUNT OR SHARE
Do Not List Trustee(s) --+1 OF ESTATE
-- ~_.._-~~--~
11/14 estate residue
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I.
7
TAXABLE DISTRIBUTIONS
i
Joan Z, Wilbert
134 Victor Road, Butler, PA 16001
Niece
8 Marcia L. Bilovecky
2627 Greenside Drive, Beavercreek, OR 45431
Niece 1/14 estate residue
l'Ph'W 1/14 estate residue
Nephew 1/ 14 estate residue
Nephew 1/14 estate residue
i
IN ephew 1/14 estate residue
Niece 1/14 estate residue
Nephew 1/14 estate residue
9 Edward J. Zotter
758 Yankee Trace Drive, Centerville, OH 45458
10 Dennis K. Zotter
409 Winfield Road, Cabot, PA 16023
11 Bruno Dwight Zotter
7360 Melody Drive, NE, Fridley, MN 55432
12 John R. Kondos, Jr.
312 Sagewood drive, Port Orange, FL 32127
13 Ann Kondos
78 Updike Street, Providence RI 02907
14 Ralph E. Ruselton, Jr.
119 Silver Drive, Renfrew, P A 16053
1
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Page 2 of Schedule J
i Settlement Statement. U. S. Oepartmeflt of Housinq and Urban Developmen! Form US HUD -
i 6. File Number 1,7. Loan Number
RE2696
, )' Conv hs ABST#62S8
CM~~Il-IS tur'l,Silec to c;;ve you a statement of actua: settlement costs. Amounts paid to and by tne settlement aqert are shown Items marked "(P_o.c.)" were paid O'Jts,ce 0'
____~.,e._8~_~J~2..ow~ ""~re for nfO~T,J1-C:~~TI,ose5 and arE' not Inc~ude_d 'f"\ the tota:s
11 FHA
j 2 FmHt
) 3 COI~V. U:l:ns
14 VA
! 8. t-1ortqaqe Insurance
Case Number
Pac;t: f\jo J_
\J:rt. .1'10 Adct:'ss o~ Be-ol.,.er
Narpe 3r-d Add~ess of Selie,-
RALPH E. REEDER
DORIS J. REEDER
455 KERRSVILLE ROAD
CARLISLE, PA 17013
ESTATE OF CHRISTINE S. COLLER
WILLIAM JOHN MADDEN EXECUTOR
CIO MARTSON DEARDORFF WILLIAMS & OTTO
10 EAST HIGH STREET
TIN CARLISLE, PA 17013
r N;j'~'\~ ,l"'d Acdr,_'55 o~ L.erccr
G. Property locat:on
121 STONEHOUSE ROAD, CARLISLE, PENNSYLVANIA 17013
DICKINSON TOWNSHIP
CUMBERLAND COUNTY
PARCEL NO. 08-09-0523-003
NIA
H b>..lY""r's Settil'rT\('r.t Agent:
Frey & Tiley Law Office
5 South Hanover St.
Carlisle, PA 17013
I. Settlement Dtlte
April 18, 2006
@ 11:00 A.M.
Place of Sett,ement"
I
TIN 25-1730538
5 South Hanover Street
Carlisle, PA 17013
J. SUMMARY OF BORROWER'S TRANSACTION
K. SUMMARY OF SELLER'S TRANSACTION
1400 Gross Amount Due To Seller
137,000.00 11401 Contract Sales price
402 Personal property
2,258.50 403
404
405
lOG Gross Amount Due From 8on-ower
1 G 1 Contract sales price
102 Personal property
103 Settlement charges from (line 1400)
~04
137,000.00
105
Adjustments for items paid by seller In advance'
~06 City/town taxes 4/18/06 to 12/31/06
107 County taxes
:08 Assessments
Adjustments for Items paid by seifer in advance'
232.79
109
110 School taxes 4/18/06
111
112
120 Gross Amount Due From Borrower
to 6/30/06
406 City/town taxes 4/18/06
407 County taxes
408 Assessments
409
329.87 410 School taxes 4/18/06
411
412
to 6/30/06
329.87
to 12/31/06
232.79
139,821.16 420 Gross Amount Due to Seller
137,562.66
200 Amounts Paid By Or In Behalf Of Borrower
201 Deposit or earnest money
202 Principal amount of new loan(s)-U
203 Existing loan{s) taken subject to
204
205
206
0.00
207
500 Reductions In Amount Due To Seller
5,000.00 '501 Excess deposit (see instructions)
502 Settlement charges to seller (line 1400)
503 EXisting loan(s) taken subject to
504 Payoff of first mortgage loan
505 Payoff of second mortgage loan
506
507
508
509
9,590.00
~08
209
Adjustments for items upald by seller
21C City/town taxes 1/1/06
;: 11 (ouilty taxes
to 4/18/06
Adjustments for items upaid by seller
510 City/town taxes 1/1/06
511 County taxes
512 Assessments
to 4/18/06
21;: Assessments
=: 4 Schuol t;:!::o:e5 ;'/:/05
to 4/18/06
513
514 School taxes 7/1'05
515
516
517
518
1519
5,000.00 1520 Total Reductions to Amt Due Seller
========::;:;==1
,
to 4118106
: 16
217
:: IS
;1(J
~2C Total Paid By/For Borrower
9,590.00
:;C Cash At Settlement From/To Borrower:
i 600 Cash At Settlement To/From Seller:
139,821.16 1601 Gross amour.t to 5e:~er frorr. (line 420;
(5,000.00) 1602 Less reductors ,i' ar,our:t juc sc:!er (FrorT' :,rE 520;
134,821.16 ; 603 Cash ( ) From (X) To Seller
137,562.66
(9,590.0Ql
127,972.66
'::;ro'~:: i31l'vJnt due frcm borroWC-'lirlE' 120)
::::2 Le5S ,In',Qunts ~JIC ~Y: fer borrower (frcrTI line 22C~
3C3 Cash (X) From ( ) To Borrower
SC.H. H, I~ynS ?) 1--2( I )
-'J.. I I 3
5C I-l. /~ > ...1.. "1 P'"\
700 Total Sales/Broker's Comm. based on price:
Pac,e No :;:
HUD-1
L. SETTLEMENT CHARGES
137,000.00
@6% -
8.220.00
Ie; tc
D,v's)r, of Commlss,or (,.1i: 700) as fo/iaws
701 8,220.00 to HOOKE HOOKE 8< ECKMAN LLC REALTORS
J. CO"H,"I):--'Of'" DJ,.: ,-it SetteTe~t
~C'L'~ ::n.::t,C">I' Fe..;
.000 % to
.000 % to
be: Items Payable In Connection With Loan:
(Mortgage Amt: 0.00) Tota: charqes, lines 80: trrouqr 81:'
000
:,02
LC,,J,O'5C00:,t
::iC' A:l~lr<.l :,ai Ft'L'
,:-4 C"I:C t "eoo1:
Lepj",-\ J'ls;Jcct,on Fee
bJ~i f-'c"tqJge I'"',SlJr;]:(e Aop.caton Fee
h:J7 As~umptlon Fee
hO:'
j(lCj
to
to
to
to
to
l'l:
goe Items Required By Lender To Be Paid In Advance:
'101 Interest F'om 18-Apr-06 to
90:' Mortgage Insurance Premium for
903 HJzard I'lsurance Premium for
1
904
905
1000 Reserves Deposited With Lender:
1001 Hazard insi..Jrance
1002 Mortgage Insurance
1003 City property taxes
1004 County property taxes
1005 Annual assessments
1006
1007 School taxes
1008 Aggregate Settlement Adjustment
1100 Title Charges:
11 0 1 Settlement or closing fee
11 02 Abstract or title search
1103 Title examination
1104 Title insurance binder
1105 Document preparation
1106 Notary fees
1107 Attorney's fees
(includes above items numbers:
1108 Title Insurance
to
to
to
to
to
to
to
to
@ 0.00000
per day;:
months to
years to
years to
Toal Reserves, L1nesl00l thorullh 1008: 0.00
mos. @ per month
mos. @ per month
mos. @ per month
mos. @ per month
mos. @ per month
mos. @ per month
mos. @ per month
FREY 8< TILEY/MDW8<O
FREY & TILEY (COMMONWEALTH LAND TITLE INS. CO.)
(includes above Items numbers:
1109 Lender's Coverage $ Endorsements:
1110 Owners Coverage $
1111 CLOSING SERVICE LETTER TO COMMONWEALTH LAND TITLE INSURANCE CO.
1112
1113 OVERNIGHT DELIVERY FEES TO FREY 8< TILEY
1200 Government Recording and Transfer Charg
1 :01 Recording fees Deed $38.50
120: Otyjcounty/stamps. Deed $1,370.00
; 2D! St"te ta,jstamps Deed $1,370.00
I:C4
12(:~,
: 30e Additional Settlement Charges:
~ 3 C: SUf\'t::"r
130;: Pe';t Inspectior
to
to
:JC CJrre'lt Taxes dJ€ fro:>, Borrower,Sel:er to Caro:yt' R. McQuillen, Tax Collector
1304
1305
-,"\f
~ Pages: 0
Mortgage:
Mortgage: $
Mortgage: $
Mtg palles.:
Releases
$
Total Settlement Charges (enter onlines 103, Section J and 502, Section K)
H 7 / I-~
A - I ( 2/ 3)
Paid From
Borrower's
Funds at
Settlement
850.00
38.50
1,370.00
2,258.50
Paid From 700
Seller's
Funds at 71~:
_ Settleme_'!t_____ 702
70:
8,220.00 7J4
70\
800
0.00
0.00
2c:
se:
so:
:~G...;
JUl
8el'
so.'
SOB
::3 (1 ~J
6! :J
S' .
gOe
90 L
90: I
903
904
905 I
11000:
'100J
11002
1003,
10041
1005.
1006,
10071
,
11008 :
i lIDO!
1101,
1102j
11103
11104'
, ,
, 1105
111061
P.O.C. 1107.
1109
1110
1111 '
I 1112
I 11131
, 1200
1201
1 1202
1,370.00 1:03
1204
:::05
13C'J'
1,0'
1 ] \~::
13C3 !
13J4
:3(,5
13C'.
.30~
9,590.00 : <:(JI~
HcO.
CERTIFICATION
I direct and authorize the Company to make distnbutions Indicated for my account on the attached HUD-l Settlement Statement, approving the tax prorations
,ndcated therem, and understand that prorations were based on figures for the precedmg year, or estimates for the current year, and m the event of any change
for the current year, al! necessary adJestments must be made between Seller and Borrower direct: likewise any DEFICIT m delinquent taxes WII; be re,mbursed to
At::,coeyi'ltle by Selier,
! have carefully reviewed the HUD-l Settlement Statement and to the best of my knowledge and belief, It is a true and accurate statement of all receipt" "nj
d sbursements made on my account or by me In thiS transaction. I further certify that I have received a copy of the HUD-l Settlement Statement.
.J ;
*~i',f! /
RALPH . REiDER
,'J
-<j i
{ /)i-i[ .
.'-,/
,~"""\
LER
.// /~, / .',' ". ~ ' -
DORIs3- REEDER /
/'
'- ,~
To the best of my knowledge, the HUD-l Settlement Statement which I have prepared is a true and accurate account of the funds which were received and have
been or will be disbursed by the undersigned as part of the settlement of this transaction.
\; (- ~~\
,. ~,
t 'V.........\/~
Settlement Agent
If
-.,(j
7
~~
April 18, 2006
Date
I !
...J
WARNING: It IS a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can Include fine and
impnsonment. For details see: Title 1B U.s. Code Section 1001 and Section 10lD.
INFORMATION REPORTING ON REAL ESTATE TRANSACTIONS
THIS HUD SETTLEMENT STATEMENT CONTAINS IMPORTANT TAX INFORMATION (BOXES E, G, H, I, M AND LINE 401) AND IS BEING FURNISHED TO
THE INTERNAL REVENUE SERVICE. IF YOU ARE REQUIRED TO FILE A RETURN, A NEGLIGENCE PENALTY OR OTHER SANCTION WILL BE IMPOSED
ON YOU IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE INTERNAL REVENUE SERVICE DETERMINES THAT IT HAS NOT BEEN REPORTED.
Solicitation of TIN
Seller IS required by law to provide the Attorney/Company with his/her correct taxpayer identification number. If correct taxpayer identification number IS not
prOVided, he/she may be sublect to Civil or criminal penalties imposed by law.
Certification of TIN
Under penalties of perjury, I certify that the taxpayer identification number shown in this statement is my correct taxpayer identification number,
Seller
Seller
TAX PRO-RATION ADDENDUM
Date of Pro-Ration:
April 18, 2006
SCHOOL REAL ESTATE TAX
from jury 1. 2005 to June 3C, ~006
School Rea. Estate Tax- Face
Serooi Redl Estate Tax- Per Day
~~wer--------.--.~__ _2~1~!-__~_
Owes:
:2.0 iT'1I:15
$:,683.00 POI:
54.61C96
ASSESSMENT:
$140,250.00
Parcel No.:
COUNTY & MUNICIPAL TAX
freT! Janua,~y :, 2006 to DecefT'ber 31,2006
Ce. & tvlur,c. Reai Estate Tax- Face
Co. & Mun,c. Rea! Estate Tax- Per Day
Owes:
2.4C~,S7 :T';,~I,;
$337,37
,O,9243C
PJ=
See Settlement Sheet
Lines
106 8< 406, 1108< 410,
210 8< S10, 2148< S14,
and 1303 for
Results of this Addendum.
5cl'"l00: taxes P .O.c. or charqed to Seller
Sc~ool taxes P.O.c. or charqed to Borrower
Co. & "'1unic. P.O.c. or charqed to Sedcr .
Co. & f'l'Uf1ic. P_O.c. or charqed to Borrower
il
I x '
LJ
11-- )
t 3i3)
/-1/ 7 /
(-z
Estate Valuation
Date of Death: 03/04/2006
Valuation Date: 03/04/2006
Processing Date: 05/17/2006
Shares
or Par
Security
Description
High/Ask
1)
20000 EASTMAN KODAK CO MTN BE (27746QAC8)
Financial Times Interactive Data
DTD: 06/26/2001 Mat: 06/15/2006 6.375%
02/28/2006
03/10/2006
Int: 12/15/2005 to 03/04/2006
2 )
20000 GENERAL MTRS ACCEP CPSMARTNBE (37042GTG1)
Financial Times Interactive Data
DTD: 11/14/2001 Mat: 11/15/2016 7.375%
03/03/2006
03/06/2006
Int: 02/15/2006 to 03/04/2006
10000 GENERAL MTRS ACCEP CORP (3704AOFR8)
Financial Times Interactive Data
DTD: 02/03/2004 Mat: 02/15/2019 5.9%
03/03/2006
03/06/2006
Int: 02/15/2006 to 03/04/2006
10000 SPRINT CAP CORP (852060AD4)
New York Bond Exchange
DTD: 11/16/1998 Mat: 11/15/2028 6.875%
03/03/2006
03/07/2006 104.00000
Int: 11/15/2005 to 03/04/2006
10000 CAPITAL ONE F S B FALLS CHURCH (14040VDT8)
Financial Times Interactive Data
DTD: 11/14/2001 Mat: 11/14/2006 4.75%
03/03/2006
03/06/2006
Int: 11/14/2005 to 03/04/2006
3 )
4)
5)
Total Value:
Total Accrual:
Total: $64,368.39
Page 1
Estate of: Christlne Coller
Account: Smith Barney
Report Type: Date of Death
Number of Securities: 5
File ID: 11987.1.sb
Low/Bid
Mean and/or Div and Int
Adjustments Accruals
100.12500 A/B
100.12500 A/B
81.51010 Mkt
80.61340 Mkt
70.12220 Mkt
68.66190 Mkt
105.00000 A/B
104.00000 H/L
99.83010 Mkt
99.83140 Mkt
100.125000
81.061750
69.392050
104.666667
99.830750
279.79
77.85
31.14
208.16
145.14
$742.08
Security
Value
20,025.00
16,212.35
6,939.21
10,466.67
9,983.08
$63,626.31
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)
-5C, l-l ' 2>. Y'fe} ')'1.., r;-
Estate Valuation
Date of Death: 03/04/2006
Valuation Date: 03/04/2006
Processing Date: 05/17/2006
Shares
or Par
Security
Description
Low/Bid
High/ASk
1)
10000 GENERAL MTRS ACCEP CORP (3704AOAF9)
Financial Times Interactive Data
DTD: 09/16/2003 Mat: 09/15/2006 4%
03/03/2006
03/06/2006
Int: 09/15/2005 to 03/04/2006
96.51390 Mkt
96.53040 Mkt
2 )
20000 SOVEREIGN BK FSB WYOMISSING PA (84603MGA8)
Financial Times Interactive Data
DTD: 11/21/2003 Mat: 11/21/2011 4%
03/03/2006
03/06/2006
Int: 11/21/2005 to 03/04/2006
11000 MERRILL LYNCH BK USA SALT LAKE (59020WSF9)
Financial Times Interactive Data
DTD: 04/07/2004 Mat: 04/08/2019 5%
03/03/2006
03/06/2006
Int: 02/08/2006 to 03/04/2006
92.97490 Mkt
92.97810 Mkt
98.13120 Mkt
98.13700 Mkt
3 :
Total Value:
Total Accrual:
Total: $39,962.85
Page 1
Estate of: Christine Coller
Account: Wachovia
Report Type: Date of Death
Number of Securities: 3
File ID: 11987.1.wachovia
Mean and/or Div and Int
Adjustments Accruals
96.522150
98.134100
92.976500
187.78
228.89
$456.39
Security
Value
9,652.22
19,626.82
10,227.42
39.72
$39,506.46
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)
ScI-J
'I
(:)
--L ~lJ'L g
r:!M&TBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
March 24, 2006
Martson Deardorff Williams & Otto
Attorneys At Law
10 East High Street
Carlisle, Pennsylvania 17013
Re: Estate of" Christine Coller
Social Securitv: 174-12-7163
Date of Death: March 04. 2006
Dear Sir or Madam:
Per your inquiry dated March 2], 2006, 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
407836
Ownership (Names oj)
Christine Coller *
W John Madden, POA *
Opening Date
09/01/67 Closed 03/23/06
Balance on Date of Death
$92,317.04
Accrued Interest
$
4.55
Total
$92,321.59
2.
j 'ype of Account
Checking Account
Account Number
90030087
Ownership (Names oj)
Christine Coller *
W John Madden, POA *
Opening Date
12/28/85 Closed 03/23/06
Balance on Date of Death
$29,173.16
Accrued Interest
$
0.71
Total
$29,173. 87
,5CH-. c )I -J-r;.,)~ 3-~~
(, 12..)
3.
Type of Account
Savings Account
Account Number
015004200018164
Ownership (Names oj)
Christine Coller *
W John Madden, POA *
Opening Date
12/21/82 Closed 03/23/06
Balance on Date of Death
$98,635.12
Accrued Interest
$ 106.14
Total
$98,741.26
4.
Type of Account
Certificate of Deposit
Account Number
031003913903372
Ownership (Names oj)
Christine Coller *
W John Madden, POA *
Opening Date
07/14/99
Balance on Date of Death
$10,000.00
Accrued Interest
$ 12.23
Total
...............m_..._
$10,012.23
Please be advised, there was no safe deposit box found for the above decedl:nt.
* For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call
the Carlisle West Office # 717-24(u)717.
Sincerely,
Nancy Clagett
Records Management
E - 3- L
(2/ z. )
PSEC"
the financiallink-,,<
April 7, 2006
Account # 8202261924
CORRINE L MYERS
MDW&O
10 EAST HIGH 8T
CARLISLE, PA 17013
Dear MS MYERS:
The following is the status of CHRISTINE S COLLER's account with PSECU as of the date of death.
Joint Owner's Name
Date of Death
Date of Birth
NONE
03.04.2006
07.01.1920
Share
SOl
S 04
S 51
S 52
S 53
S 54
S 57
S 63
S64
S 65
S 66
S 67
Description
Regular Shares
MoneyHand1er
24 Month Certificate
24 Month Certificate
24 Month Certificate
36 Month Certificate
36 Month Certificate
36 Month Certificate
36 Month Certificate
36 Month Certificate
24 Month Certificate
36 Month Certificate
Open date
02,27,1990
02.27.1990
05.02.2004
10.19.2004
09.22.2004
10.31.2003
05.13.2003
11.15.2003
12.13.2003
02.08.2004
03.20.2005
09.09.2005
Balance
$ 419.71
56,390.35
10,000.00
10,000.00
10,000.00
10,000.00
20,000.00
15,000.00
10,000.00
10,000.00
10,000.00
10,000.00
Accrued Dividend
$0.03
1.16
1.68
2.26
2.26
2.14
4.93
3.21
2.14
2.14
2.67
3.39
The dividend earned from January 1, 2006 through the date of death was $571.73. The decedent had no loans with
us. We do not have safe deposit boxes for our members. The check for the proceeds will be sent under separate
cover.
If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu
prompt, enter 6 and then extension 2227.
Sincerely,
~ 1-. -
'-+I j (..1,l.-,-; iLl
. I I
\1eacie Fairfax
Member Service Representative
Finance Support Unit
.
,'(I! -, " j," ~
S t H . E ,- L }e'1'1!.S 7 - J '6
\10:',:>',::,:,::.;;( '~~: (_I-/-'J . \.-' ',,:r, J:CI:F, '-:,)r(
\ie, Jl :"jC:-'~:-/: iJC. l:/)\ ,::; ,: C ,3, >CLrn, ,:',:; ,,'"1
i.j .
Pennsylvania State Employees Credit Union
FA i;l'I:>~~':'~(~. i L::.i~;:4;:J. ~:~7 ,:C~:l.J
~ '. ....., --. --. -. ,-.
" i I: ,i /-_'
::c~ 4~2- ,It; r-CC:
www.psecu.com
,', 'G L:: '" :
~~.~.: ,J CI"-"~" rl:
Sovereign Bank
Christine Coller
174-12-7163
March 4, 2006
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Account #: 1675202707 Type:
In the name of: Christine Coller
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 7/21/1998
$25,000.00
2/2812006
$12.94
$127.29
Account #: 1675208506 Type:
In the name of: Christine Coller
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 717/1994
$10,000.00
2/28/2006
$5.17
$50.91
Account #: 1675208852 Type:
In the name of: Christine Coller
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 7/8/1996
$10,000.00
2/28/2006
$4.06
$39.93
Account #: 2895399257 Type:
In the name of: Christine Coller
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 5/28/1998
$10,000.00
2/28/2006
$4.10
$40.41
Account #: 3385086727 Type:
In the name of: Christine Coller
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 5/13/1999
$15,000.00
2/28/2006
$8.50
$83.65
Page 1 of 2
5CH. .E ~~~1IlS I q- 2 L.
(IlL)
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Christine Coller
174-12-7163
March 4,2006
Account #: 3385090133 Type:
In the name of: Christine Coller
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 3/1 0/2000
$10,000.00
2/28/2006
$3.97
$39.11
Account #: 3385094739 Type:
In the name of: Christine Coller
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 4/19/2000
$10,000.00
2/28/2006
$4.10
$40.41
Account #: 3385097823 Type:
In the name of: Christine Coller
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 7/1712000
$10,000.00
2/28/2006
$4.30
$42.35
Page 2 of 2
. /1-21- (z/<- \
C1 'Y
F\FlLES\DA TAFILE\Estate Planning\l \987 \ will.2006
LAST WILL AND TESTAMENT
I, CHRISTINE S. COLLER, of Carlisle, Cumberland County, Pennsylvania, being of sound and
disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament,
hereby revoking any and all former Wills or Codicils made by me.
1.
I direct that all my legally enforceab Ie debts, funeral expenses, testamentary expenses and all death
taxes (whether such taxes maybe payable by my estate orby any recipient of any property) shall be paid
from my residuary estate as soon as practicable after my decease and as part ofthe administration of my
estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid,
even though on proceeds of insurance or other property not passing under this Will.
2.
I give, devise and bequeath all of my estate, both real and personal property, unto the living issue
of my siblings, being my NIECES and NEPHEWS, and unto WILLIAM JOHN MADDEN, in equal
shares absolutely, provided:
(1) if William John Madden predeceases me, his share shall be distributed to his wife, Carol
Madden; and
(2) if any niece or nephew predeceases me, his or her share shall be distributed equally to the
remaining nieces, nephews, and William John Madden or, if William John Madden
predeceases me, unto his wife, Carol Madden; and
(3) ifboth William John Madden and Carol Madden predecease me, then his or her share
shall be distributed equally to the remaining nieces and nephews.
3.
I nominate, constitute and appoint WILLIAM JOHN MADDEN, as Executor of my estate. In
the event he shall be unable or unwilling to serve in such capacity, then I appoint my nephew, RALPH
HUSEL TON, to act in such capacity.
C('
[Initials]
Page 1 of 3 Pages
4.
I direct that my Executor or his successors shall not be required to file a bond to secure the faithful
performance of their duties in any jurisdiction.
5.
I authorize and empower my Executor or his successors in their 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 grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices as they
may deem advisable; to borrow money for any purposes connected with the protection and preservation
of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in
or secure the partition of same; to compromise any claims or demands of my estate against others or of
others against my estate; to make distribution in kind and 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 them such power as my Executor or his successors consider
desirable and to pay reasonable compensation for such services as may be rendered by such agents,
attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any
ofthese powers. In addition, I direct that my Executor or his successor shall have the power to conduct
an inventory of any safe deposit box necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 3rd day of February, 2006.
''<:::> "
L~jL'LLd~~ G~,- (SEAL)
Christine S. Coller
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for
her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our
name~ as witnesses thereto, in the presence of the said Te(atri~ and of each ot~er.
C-R.ire S ^- (km\Gl C ( L~kii
f\7
(~-
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, Christine S. Coller, Christopher E. Rice, and r~.1 rY)b~~) ILl --7;j L_I/Cr , the
J ,--I
Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first
duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the
instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as
his free and voluntary act for the purposes therein expressed, and that each ofthe witnesses, in the presence
and hearing ofthe Testatrix, signed the Will as a witness and that to the best of his /her knowledge the
Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
(
GJl~dukL 0C~UL
Christine S. Coller, Testatrix
Subscribed, sworn to and acknowledged befo~e me by Christine S. Coller, the Testatrix, and
,su~ribe;l\ and. sworn.. to ~~ore me by ( . fZ!,L :; r( . and
r,( h') b:~ cL.,- { "",1 eel]' (-) , the witnesses, this 3rd day of February, 2006.
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COMMONWEAL! h vI I;L;"N~ YLV"NIA
Notarial Seal
Mary M. Price, Notary Public
Carlisle Boro, Cumberland County
My CommIssion Expires Aug. 18,2007
Member. Pennsyfvan!!! ~stlOC'at!(lrl of Notaries
Page 3 of 3 Pages