The URL can be used to link to this page

Home My WebLink About12-27-06 'I.. .1 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT r,U.\$OOEX'll.97j ..- z w o w o w o COMMONWEALTH PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME (lAST, FIRST, AND MIDDLE INITIAL) use a blank block to separate words 1)D G SOCIAL SECURITY NUMBER W I- ll::$1Il O~ll: wO.O J:OO O~..J o.m II.. <( ,) K. :L1 () ro COUNTY CODE DATE OF BIRTH t () I 0 II J- 60 :~ SOCIAL SECURITY NUMBER I- Z w a z o 0. III W It: ~ o o 1, Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation,Partnership or Sole-Proprietorship (3) 4, Mortgages & Notes Receivijble (Schedule D) (4) 5, Cash. Bank Deposits & Miscellaneous Personal Property (5) Z (Schedule E) 0 6, Jointly Owned Property (Schedule F) (6) ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ..J (Schedule G or l) :::) !:: 8. Total Gross Assets (total lines 1c7) D.. <( 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 0 W ~ 10, Debts of Decedent, Mortgage liabilities, & liens (Schedule I) (10) 11. Total Deductions (total lines 9 & 10) :J!:'j{)::..! Gr~t.)' YEAR (j N:tBER:; " ().o ,3 7 g ! 31 I REGISTER OF WILLS o t! 71 , . O.Po 0.0 0 (8) / 3 <t 1! ( ',7."3 ~ ~3,11'7.S- 6.46 (11) '3; , '117 5'1 (12) I !3S~ , l {,'j '(7 (13) I (J 00 t)() (14) I , ~S ~ ! I " ~7 (15) O. 0 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Govemmental 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) 1. Original Retum 0 2. Supplemental Return 0 3, Remminder Retum (date 01 death prior to 12-13-82) o 4. limited Estate 0 4a. Future Inlerest Compromise (date 01 death aller 12-12-82) 0 5. Federal Estate Tax Retum Required o 6. Decedent Died Testate (Alloch copy 01 Will) 0 7. Decedent Maintained a living Trust (Allach copy oiTrusQ -:- 8, Total~ Number of Safe Deposit Boxes o 9.litigalion Proceeds Received 0 10. Spousal Poverty Credit (date 01 death between 12-31-91 and 1-1-95) 0 11. Election 10 tax under Sec, 9113(A) (AllachSch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: COMPLETE MAILING ADDRESS ~I . ... ('3ou t.Ai-\tf2.f.t:d S-r.) 50 t r~ It I, LE'r"vl,()yNt, fA 170l.f3 z o i= ~~ t-':J 0. :IE o o 15. Amount of line 14 taxable at the spousal tax rate 1 , See instructions on reverse side for applicable percentage 16. Amount of line 14 taxable #1601. r9~ Itr I')..~ ~ 17. Amount of line 14 taxable at 15% rate x .0 , 0 I. ~, :;'l(-l .' 7 ,~ ~.!,q ,1,h<6'.., .7 x .,I'l. (16) , I) ~i , If (, 1. of) X .15 (17) So 1 " . 2':' (18) I 7 ~, '15 g J.J. 18, Tax Due 19, .5"32 .ADDRESS gov f1N..,'~T ST; ).: DATE ',.' ' I L -1- f. -Ot- DATE r7<--U-.~ ~. ... .., Decedent's Complete Address: STREET ADDRESS ,,. ._ ... I , fl.. "I "_. !AI 1... lI;),V /.. l CITY M13e-tt!+(lI1C) f)ut26r ZIP /"1 D S"S Tax Payments and Credits: 1. Tax Due (Page 1 Une 18) 2. Credits/Payments I A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) t 77.., I.fsf. 2- ~ g, (. :;.,.. '1/ Total Credits (A + 8 + C) (2) 31 ~)"'1. '1- 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) f).Do 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 19 to request a refund (4) 5. If line 1 + line 3 is greater than line 2, enter the difference. This is [he TAX DUE. (5) /I.:g ,t J.5.~ f A. Enter the interest on the tax due. (5A) (j~ 1Jf) 8. Enter the total ofUne 5 + 5A. This is the BALANCE DUE. (58) 1'5, f'3$'.3! Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUE~fTI6tis BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ............................................................. D b. retain the right to designate who shall use the property transferred or its income; ................ D c. retain a reversionary interest; or............................................................................................. D d. receive the promise for life of either payments, benefits or care? ......................................... D 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? 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?... D '~ "'0' No ~ ~ ~". cg/ ~. ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN , .". . '.... '.. , 72 P .S. ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995. 72 P.S. ~9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1, 1995. 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 JANUARY 1,1995 - Please answer the following question by placing an "x. in the appropriate space. Did the decedent create a trust or sjlnilar arrangement which is solely for the surviving spouse's benefit for his or her entire lifetime? Yes D No g , , If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter th~ value of the trust on Schedule J, Part II, in order to remove it from the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate, and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies). If you choose to make the election, you must'" . attach Schedule 0 to a timely-filed tax return, along witb Schedule(s) K and/or M in order to show the apportionment of the trust or similar arrangement between the surviving spouse and the remainder beneficiary(ies). -, -.",.., ~ \."-.::-;. , REV-I502EX .(1-97) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MA ~/ R. 1)b pJAtirl- Y ,). J-()6 ... 01 3 ~ 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 which is jointly-owned with right of survivors hiD must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH , /V() ~~ c!) " ... , TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) () REV.,503 EX. ('.;7) ESTATE OF SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT MAR:! ~, 'DDNAG--f~ Y FILE NUMBER )./-Ob- 6 (1'33 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH -I, ,7~ 37(. ..~, S~ Sq..(e"DUr...E ,A-TTAc-t-{e1) ., ... TOTAL (Also enter on line 2, Recapitulation) $ I { 3 7 ~ 3 1/. 38". (If more space is needed, insert additional sheets of the same size) - -- . rl:1 M&rInvestment Group M&T Bank, 213 Market Street, Harrisburg, PA 17101-2127 717 255 2059 ", " October 11,2006 Austin Donaghy 218 Bailey Street New Cumberland, PA 17070 Re: Mary Donaghy, Trustee u/ A Dear Austin: As per our telephone conversation, enclosed please find a list of the cash and assets held in Mary's Trust as of her. date of death. The values listed are also as of her d?te of death and we have adjusted the tax cost accordingly on our system. Very truly yours, .~ (tvfrs.) Sue Mauery Vice President & Trust Officer SM/lt . r- Enclosure , 0" I i II : 4 bA1Y1 f'II I I KU;) I NV. JLLu I. L ..P.... /' -.LVVV :..~\~,' . ,j.(~,J:. .-/ I I. 'TVnl" III I II\V\J I NU. jUt;) $25. U. S. Savings Bond, Series E, dated 10/1/79 $25. U. S. Savings Bond, Series E, dated 11/1/79 $25. U. S. Savillgs Bond, Series E, dated 12/In9 $025. U. S. Savings Bond, Series E, dated 0111180 $25. U. S. Savings Bond, Series E, dated 02/1/80 $25. U. S. Savings Bond, Series E, dated 03/1180 $25. U. S. Savings Bond, Series E, dated 04/1/80 $25. U. S. Savings Bond, Series E, dated 05/1/80 $25. U. S. Savings Bond, Series BE, dated 09/1/98 57,500 U. S. Savings Bond, Series H. dated 10/01106 $75,000 Federal Home LoanMtg Corp. 5.125% dated 10/15/08 Accrued. interest $75,000 Federal National Mtg Assn., 5.250% dated 01/15109 Accrued interest $75,000 Federal Home Loan Mtg, 5.000010, dated 10/18110 Accrued interest $75,000 Federal National Mtg Assn. 5.375%, dated 11/15/11 Accrued interest $50,000 Derry P A Area School Dist, 2.500%, due 02/01/07 A~rued interest $25,000 Mechanicsburg P A Area Sch Dist 2.750%, due 2/15/07 Accrued interest 5,870.594 units Vanguard Index Fds, 9/29/06 62,217.337 MTB Group Funds, PA Muni Bd I I Accrued interest . 95.40 96.30 96.30 96.30 96.30 96.30 94.42 95.37 17.21 7,500.00 75)292.97- 1,772.40 75,562.50 831.25 74,388.66 1.697.92 76,763.67 1)522.92 49,778.50 208.33 24,918.75 87.85 145,766.85 630,883.80 1,655.93 LESS: Trustee Fee (9/5 - 1011/06) (849.6~) $1.378.371.3& I. j ,. i .. , r i ,.-. , I ~ .. , .. I , , , - i. . . I f.. , .. .. "- I . '=' t. 1'". ''''', '- ~.." --i 'L006 11: 46AM M T TRUST NO. 3226 P. 4 E$tate ~aluation Date of J)@ath: 10/01/20.06 tstateiof: Mary Donaghy Valuation Date: le/Ol/ZOO6 ~eport TYPI: Date of Death Proces.'J~n9 llata: 10/04/20.0.6 NUMbar of Secut1t1es: 57 rile In~ mdonaghy , Shares Security Hean and/Qr olv and lot SecUdty or PIIr Description lIiqh/Ast LOw/sid Adjustaent, Accruals Value . 1) 672 6 7.0.6 CUll lCASH) &7,261.06 ... 2) 37954.6 CUll I CASH I 37,95.4.&0 3) I1ntncloIft CUSIP (553994641) 0.00. 41 25 ~ITED StATES SVG BO S&R & 191~S3'TV91 OTC DTO: lo./OllU1ij 10/01/2006 S)4.liOOOO 'Ale 534.600000 133.65 5) U UNUro STATts SVI; 110 S&R E 1912S37T1f71 ore DTD~ 11/01/1976 10/0.1/20.0.6 539.80000 AlB 539.800000 134.95 J 6) 2S U~Ittb STATES SvG DO SER E I 912S37TX5l Ole OTD: 12/01/1976 10/01/2006 541.32.000 AID 541.320000 135.33 1) 25 UNITtD ST^~S SVG SD SER E In25J1'N3) OTC 010: 01/0.1/1971 10/01/200.6 5U.32000 A/D 541.320.0.00. 135.33 Jt. I) 2S UNITED STATES 5VG DO S&R E I91Z531no.) OTe !' OTO; 02l0l/1977 ~ " . 10/01/2006 5n.J2000 AI! ~H.320000 13!1.J3 9) 25 UNITED STATES SVG all SER E 19125 J71lA3) ?' OTC DrD: 03/01/1917 10/0112006 541.32000 Ala ~n.320000 135.33 101 25 UNITt!) stATES SVG BD SSP. G (912~31tlB11 OTe orD: 0.4101/1971 10/01/2006 530.72000. A/B 530.720000 132.69 11) 25 UNlTEIl STATtS SVG SD SER E 1912531UC9) OTC DrD: 05/01/1917 10./01/2006 535.96000 AID 535. UOOOO 13J.99 12) 2S UNITED SlATES SVG DD SEP. E 1912537UD71 OfC OTD: 06/0.1/1911 10/01/2006 537.08000 Ala 531.0800'00 134.21 13) 2~ UNITSD STATES svG liD SEll E 19U5J7\1ESI OTC DTD: 071011197'7 10/01/Z006 537.00000. Ala 537.00.0.000 134. 2S 141 2!1 ONITED STATES SVG BIl SP E 1912531I1F21 OTe DTO. 09/0111977 10/DIIZOO' 531.000.00 AID 537.0000.00 134.25 Page 1 This tepott was produced with EstattVal, 8 product of Estate Valuation, , Pricinq systeMS, Inc. )f you haye que,t1on:, plea5e contact SUP systems at IDID) 313-6300 or wwv.eYpsy&.eo.. (ReVision '.0.3) ,. f ~ ~ ~ ~ ~ i S ~ ~ ~ ~ a ~~ LL ,~,~.~:I,h"",""'~'-,""~';' -,'........._<~.....""~'...f;,-..;...:,...........,_:.:.~.!,.....,~<.:.~...............,...;,I.~.....~~:..~_~_......,....._~.;..~.","""',.;;;.,.;.4...---'.', L,._~_.. .,.;,,;r ,. ./_'l'~:l006 II :47AM M T TRUST NO. 3226 P. 5 D8~e 01 DeB~h: 10/01/2006 Valuation Daee: 10/01/2006 processing Date: 10104/2006 Estate Off Mary Dona9hy Report Type: Oat, of De 11th Numh@r of Securities: 57 File lb: ~ona9hy Me~n and/or oiv and lnt Security Adjustments Accruals Value Shares QI Pia Security DescdpUon H.i.qh/ASlc x.o,,/1l1d 151 25 UNITED STATES SVG SO SEll. I (912S37UGOI OTe DrD: 09/0111977 10/01/2006 537.00000 Ala 537.000000 13~.2S 161 25 UNITED STATES S\'G aD stR R 1912531\1118) OTe DID: 10/01/l!I11 10/01/2006 526.48000 AlB 526.480000 131. 62 171 2S UNllED STATES SVG SO StR E (912531OJ41 OTe !>TO: 11lO1/1917 10/0112006 ~e2.80000 AlS 482.800000 120.70 191 25 UNITED STATES $VG eD StA & /912537UKll OTe OTD: 12/01/11117 10/01/2006 484.16000 AlB 4&4 .160000 121. 04 19) 25 UNITED STAm SVG SD SER E (9125370191 ore D70: 01/01/U78 10/0112006 484.16000 AID 484.160000 121.04 484.1GOOO NB 484.160000 121. O~ 409.08000 AI& 409.080000 102.2'1 20J 25 UNITED STATES SVG 8D SER E 1912S310ij7) OTC 0'1'0: 02/01/1~1B 10/0112006 21l 25 UNtTED ST~tES SVG 80 SES & /912SJiUN5) OTe MD: 03/01/1978 10/0l/2006 22) 2~ UNITED STATES SVG 80 SER E (9125J7~POI OTe . 070: 04/01/1978 10/01/2006 401.96000 AlB 401.960000 100.49 23) 2S UNITED STATlS SVG BO SEl t 1912531008) OTe D'D~ 05/01/U18 10/01/2006 394.20000 Ala 3114.200000 99.55 21' 25 UNITED !T~r&S SVG BD SEA t /912SJ70R6) ore DTD: 06/01/1918 10/01/2006 251 25 UNITED STATES SVG BO SER E /9l25J7UStl OTe OlD: 07101/1919 10/0112006 261 2~ UNITED S~TES svG so s&a E 19125JiuT2) OTe Olll: 08/01/1978 10/0112006 paqc 2 This report was produced with Estlteval. a product of Estatt Valuations' pricing SYSt~5. Inc. If you have questions, please contact EVP sYSte.s It (818/ 313-'300 or ~..vp&ys.com. IRe~ision 7.0.)) ,. ___,__,w"'_'__-"""_^'~""w""" -...-..........- 06 11: 47AM M T TRUST NO. 3226 P. 6 oat!> of Dae.f.l\' \O/Oll2o{)l; Estate of: Hary Donaghy Valuation Date: 10/01/2006 processing Date; 10/04/2006 RepOrt Type: nete of Death Number of se~it1es; ~1 rill ID: Fdonaghy .;[ Shues Security Kean andlor Div and Int Security ~ or Par Description llj,gb/lUlc Lov/8S.d ~ ^djust~ent8 ~cr~a1s value I 27) 2!o UlIl'l'EO STATU SVG DD SSR E 11ll2S31UU9 ) OTe D'ID: 09/01/1918 10/01/2006 39~.Z8000 Ale I 3115.280000 98.82 m 2S WIfED STArES SVG 81) StiR E 1912S370v7, ~ OTC tl, DTDI 10/01/19n s. :,~ 10/01/2006 387.S2000 AID iil< 361.520000 96.e8 ;.~ ~:l 29) 2S UNITtD STATES SVG 80 SEa E (912S31UWSI ~~. OfC ~~ DTO: 11/01/1978 t: 10/0112006 391.20000 AID ';li- 391.200000 91.80 ~i: '1 JOI 25 ~lfED STATES SVG iD SfiR E I 912537\7ll)) ore Dr!): 12101/1978 10/0112006 J9l.Z4000 Ale 392.240000 98.06 ,,,. ~, J 3l) 25 UNtfED STATES SVG BD SER E 1ll12537UYl1 OTe orD: 01/01l197!' 10/01/2006 392.32000 A/S 392.320000 98.0B 321 25 UNITED STAT~S SVC BD SER E (n253'Uz81 ~ ote 010: 02101/1919 . 10/0112006 nz. nooo AID 392.320000 ge.os" 331 25 UNITtO ST~TtS SVG 8'0 SER E \912531VA2) OTC OTD~ 03/01/UH 10/0112006 392.32000 Al8 392.320000 9B.08 341 2S UNITED STATES ~VG sD SSR & I 912537VBO I OTe DTD: 04/0l/U79 10/01/200& 384.60000 Al8 38~.600000 96.15 35) 2S UNIT!:D $T~TtS SVG BD SER B 1912531vc81 OTe: OTD~ 05/0111110 10/01/2006 388.32000 Ala 388.320000 91.0B 361 2~ \l14ITED STATES SVli 80 SEll E (912S37VD61 Ofe OTD: 06/01l19H 10101/2006 3".24000 AlB 389.240000 9' .31 31J 25 UNITED STATES $VG SO SER E (9125J7V&C1 OTe DTD: n1/0.1/1979 10/0112006 389.24000 AlB 1 ~e9.HoOOO 9'.31 J8) 25 UNITED STATtS SVG 80 SEa & (912537VF1) orc Dro~ 08/01/1919 10/01/2006 389.21000 7V9 389.240000 91.31 Page 3 this fepoft was produced wltb tstateVal, a product of Estate V~luation' . pr1cinq Systems. Inc. It you nay! qUl!$tion" please contact EVP S~stoms at (8181 313-6300 or ~.eYp'Y"com- (aeYlslon '.0.31 111"\ 2'1'11:: -,.......__.~---.,..-.-...~-_.,~"..."-._~----,_...'- .......,..,..... "'. '--" -., '-.."" -~- ~ . . ." "" . ~.' "::t". ~J~'Jt__,,t.~.....l...!1o,'1.__...-~,,.............._, ,~~ )"t~J006 11: 4 7AM M T TRUST ,',.>',"/ L .,/ 0"') Date ot ceat~, 10/01/1006 Valuation Oate: 10/01/2006 proce8'~n; Date: 1010"2006 Share, Or Par gecuri ty Descriptioll HiglJ/A:Jlt Low/i1d 39) 25 UNITED STATES SVG ~O SIiR I: f912SJ'1VG9) OTe MD: 09/01/1!H9 10/01/2006 389.24000 Ale 40) 2S UIfIno STATES $VG BO sn }; \912S31VH1) OTe Of!): 10/01/1919 10/0112006 391.60000 Ale 41) 25 ONItEo STAT~' SVij 80 SER ~ \91Z5J1VJ3) OTC OTo: 11/01/1919 10/01/2006 385.20000 A/S 42) 25 UNITED STATES SVG aD 56ft c (9125J7VKOI OTC >>TD: 12/01/1919 10/01/~006 J85.20000 All 43) 25 ONltto STATES SVG tD SER E 1912SJ'VL8) ore OfO: 01/01/1580 10/01/2006 385.20000 Ale 141 2~ UNITED Sr~rE$ SVGBD S~ E (91~S3TVh6) OTC PrD: 02/0111980 10/01/2006 385.20000 AlB 45) 25 UNITED S1ATES SVG 10 S&ft g 1912SJ1VN41 O~ MD: OJ/01/1980 1010112006 39S.20000 A/S 461 2~ UNITED STATES SVG 8D SER C IS12~3'Vf91 OTC otb: 04l01/l!lIlO 10/01/2006 311 . 68000 Ala 47) is UNITBD ST~TE$ SVG 8D SER E I 912537VQ1) O'l'C DTO: 05/01/1980 10/01/2006 391.48QOO Ali 48) 25 UNITED SfATLS SVG 80 Sta ti 1912S40KJ9) OTe DTDl 09/01/1998 1010112006 n.B4000 Ala 49) 1500 UNITED STATtS SVG SD SEa H 1912SS4NEBI DTD: 10/Dl/1916 Kat: 10/01/2006 10/01/2006 100.00000 tilt.. SO) 75000 fEDE~ KOM& LN MTG CORP /J13tA2UJSl GoTernment/Agancy IDealer Quotation" DIP: 10/13/1998 Mat: 10/15/2009 5.125\ 09/29/2006 100.31500 100.28125 A/a 10/02/2006 100.50000 100.40625 Al8 Int: 04/15/2006 to 10/01/2006 NO. 3226 iJ p, 7 Estate ot: Mary Donaghy ~eport Type: Pat@ Df Death Number of Securities: 57 rUe Ib: lIdonaghy Mean ahd/or oi. and tnt Security AdjusbQents AOOruals Value 389.240000 97.31 ' 381.600000 9S.40 385.200000 96.30 385.200000 96.30 385.200000 96.30 385.200000 96.30 385.200000 96.30 311.680000 9' .42 381.480000 95.3, 68.840000 17.21 100.000000 1,&00.00 100.390625 75.292.97 1,772.40 page 4 Thi$ ~eport ~I$ producsd with Eat~teV~J, 0 product of t3~at' Va1u~tiDns , Pricing Sys~ems, Inc. If you hl~e questions, p!ease contact iVP Systems at (8181 313-6300 Q~ www.evpsYI.c~. IRevision 7.0.31 / ';"'2006 \\:,48AM M T TRUST Date of Death: 10/01/2006 valuation Date: 10/01/2006 processinq Date: 10/04/2006 Shilr es or \Jar Securi l:y Description Riqh/Mk Low/aiel S1) '5000 FEDEl\AL MATL M'!'G ASSN (313~9HEK51 Govlrnment/Aq~n~ (Deale~ Quotation,) VTD: 01/11/1999 Hat: 01/1S/2009 3.25\ 09/29/2006 100.75000 100.62500 Ala 10/02/2006 100.81500 100.'5000 Ale Ine: 07/15/2006 to 10/01/2006 "000 FEDElUIL IOME LN tlTG COJl.P HrN (3129X4RZf) Financial Tim.. Interil~i"8 Datil DTD: 10/18/2005 Mat: 10/18/2010 St 09/29/2006 10102/2006 521 ~g.lS62S AlB 99.21350 Hkt Int: 04/18/2006 to 10/01/2006 33) 75000 FEDERAL NATL HTG ASSN 131359HLSOl Gov~rnment/Agency (Dealer Quotations) DrOl 11/23/2001 Hat: 11/15/2011 5.375\ OgJ29J2006 102.37500 102.15625 Ala 10/02/2006 102.56250 102.31250 AlB Int; 05/15/2006 to 10/01/2006 541 50000 DEMY fA AREA sell DlST G.O aEr B 12S00S1JG2) Financ!al Times rnterilctive Data OTD: 09/15/l002 Kat: 02/01/2001 2.~\ 09/29/2006 99.55500 Mkt 10/02/2006 99.55900 Hkt Int: 09/01/2006 to 10/01/2006 25000 MECRANICS8URG PA AlIA SCH D15T Go BDS (~e3126JX3) Financi~l Times Interactive Data DTDt 05/15/2003 Mat: 02/1S/2001 2.75' 09/29/2006 99.61400 Mkt 10/02/2006 99.67600 Hkt 55) 56) lot: OB/15/2006 to 10/01/2006 5870.594 VANGUARD INOtX rDS (9229096181 VALU INDE:X ADM Mutual Fund las quoted by NASDAQ) 09/29/2006 24.83000 Hkt 57) 62211.337 tcTll GROUP FIlS \55316'1288) "" HUN SO r I Mutual FQnd la, quoted by NAS~Ql 09129/2006 10.14000 Mitt Total Value total Acerual. . Total $1.21',077.00 NO. 3226 p, 8 Estate of: Mary Donaqhy !eport Type: Date of Oe~th Nuaber of Securlti~5: 51 tile 10: mdonagby Mean and/or Div and lnt Security Adjustments Accruals Value 100.750000 15,362.50 831.25 99.184815 14,388.66 1,li91.92 102.351563 76,163.67 1.~22.92 99.551000 49,118.50 208.33 9ll.&7S000 24,918.75 81.85 24.830000 145,766.85 10.140000 630,883.80 $6,120.61 H, 270, 9Sb.33 Page 5 This report wa~ produ~ed with E~tat~Vel, I product of t,tate Valuation, , pricinq S1stens, Inc. If yo~ have questions, ple~se contact gVp Sv,te3S at IB1Bl 313-6300 Ot www.evp5YS.com. llevi,ion 7.0.31 ).: ! < ; l' ~ . ~ .... " ... REV-1501 EX+ (1-91) \" ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF fV'1A/2Y f? . FILE NUMBER ~~ ) '" ~ c-i.. - 010 - All property jointly-owned with right of survivorship must be disclosed on Schedule F. Q~f~)I\&+~ ,/ o O:,:,? -f "...~~ ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. IV 6 rJ~ o \ , ... TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) o COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IlAli I vr1/J,Y I~?t \ 1 , I REV.15Oll EX '(1.97) " < SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the ritJht of survivorship must be disclosed on Schedule F. DbNt)qf{ ! FILE NUMBER .21 - Ot.~ - 0(/' :..t;:.? ~. . ,.,4.;,;"J ITEM NUMBER 1. ~, 3. l.(. ::i. ~, 7, ~, VALUE AT DATE OF DEATH DESCRIPTION HD()~'I'{O,,"O rUft.-:I\J !..:;~" 1106<; Per2~ NA z.. JFp..'Fe:crr;. (:> ... C> ') bb,'di::'(', (!..oP1" f7~.oD 3)S,~ MftJ~ ~..DA\ SeJ€LfJ.. '/ C. Ht:2:. ~~J('lj'" j.\CC-r.x..,.u;,.l7"" . 7 fvt.,..r, uJl$~' PWl~,4 U;r;(C4 I '-c:-""""oytvE;, I ('tl- A-cc".f, ND. )..~;. 7 , 4CfS /.,. ~I b j'. bt> s; 'fl(;, 00 ellS?! C>rYtr(~ feP-SotJAL P,JA,"I)C'IIi'.f'l )..S'C. 00 o TOTAL (Also enter on line 5, Recapitulation) $ ~t J qt. tD (If more space is needed, insert additional sheets of the same size) .J...L ILl..,) IIU\J ~U. ~'"']: J. l)Vl J 499 Mitchell Road Mil/sboro, DE 19966 Mail code DE-MB-12 Phone: 888-502-4349 Fax: 302-934-2955 I fl:1 M&TBank I I' Fax To: Sharon Bradford From: Nancy Clagett M&T Invcslrnent Gl'OUP Fax: 117-231-2636 Date: October 24, 2006 Re: Estate of: Mary R Donaghy Social Security: 162-07-9876 Date ofOcath: October 01,2006 Pages: Dear Sir or Madam: Per your inquiry l'cccived October 12, 2006, please be advised that at the time of death, the above-named decedcnt had on deposit with tllis bank lhe following: J, Type of Account Checking Account Account Numbe,- 28784456 Ownership (Names' oj) MlIIY R Donaghy * Opening Date 08/28/64 Balance on Dale of Death $5,409.82 Accrued Interest $ 0.18 Total $5.410,00 Please be advised, there was no safe deposit box found for the above decedent. * }<'or furthcr account inlormation, regarding owncrship, closures and/or reimbursement of Cunds, etc., please call tbe West Shore Plaza Office # 717-255-2271. Sincclcly, ,"l(Vb'7t!~?r--' Nancy Clagett @ Records Management This communication contains in{ormaUon that may be conndenUal and proprietaly. You may not U5e, disseminate, distribute or copy aU or any part of thiS communication without the express conser1l of 11& T Bank, N.A. or U1eir respective subsldianes or affiliates. In addition, if you are not the addressee (or are authorized to receive tNs information J}y the addressee), you are not authorized to receve or review the contents of this communicaUon. . " " ,y .>, , REV-l509 EX + ;1-97) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF jVJA~Y (2. l)c)rJA<;' flY FILE NUMBER ~/-6b -0 (1'33 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 TO DECEDENT A. /VotJG- s, c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY '!oOF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number, Atlach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST , 1. A. N () {Ue -, ~ . " I , TOTAL (Also enter on line 6, Recapitulation) $ 0 (If more space is needed, insert additional sheets of the same size) REV-1S1 lEX. (1-91) \ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 1. B. 1. 2. 3. 4. 5. 6. 7. ~. ~, /4, \ \' p-. f~. tv; ,~. fl.. 11. If. f'l. f\.1 ~ J<:: \ D().MA (;-;~ 'I FILE NUMBER ;2{-06- Dr?? Debts of decedent must be reported on Schedule I. ITEM NUMBER A. ESTATE OF DESCRIPTION FUNERAL EXPENSES: rJ 6lL FtlM?leAL.. \'\i) 1"16 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) MwMv(',o 'O~I ~ ..... 1ttJ9,77~ f)<<Jcrtll::=l1.1'1 Social Security Number(s) I EIN Number of Personal Representative(s) (&')...-1..'1.- ~{ 'U .J.- (q 2-{1.j. .S$7o q;:l. ~. ~1-"w.Nfl ,e.v1= Street Address .~:lt. 'ftIUfy "'..... I't (-Mtv@~efl. ~ I'r- City f'I/JIW c ~A (IIi) Stale pA ./<>, lnJ~ .t-.(JTO Zip /Il(.l~ 1'1 c:n D Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip Probate Fees Accountant's Fees Tax Return Preparer's Fees l:f. ~~~(2Q fWl @A.Il-~ ~~vt~ ~~'f ~1t,c.49 f.1u~J'~- ~{"l ~ UJtJ / tf~ ~f<.JtJd} (J..(c.t/ A<;6DC, /1'16UILA/,. ?r<-OJ'f f~""cPr~ f'/.ItIW ~ I E5~ ,V07l Uf CJJIIIt~ (bOlYf$ t-IstJ .:1tVl2(l1A\.., ~t-~s.f..i4 I f~ ~'I \tft,...U'l~. ~'11",*, ti.l'~ Ihl..'f Si',It.(1" tfv;e. ~M.fJ ~((~ fp.. 4~,... fMKII/4- .fIAlflAa-e- ftHP.'HS/rl-S IJ/?;;€p-l/l5/ fE.f2SoAlllc... T ~~ 1~)t~ P-~Vfi"/ ~~(~ , 4 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT ?PLf. /,0 )...0, U;:nJ, /YO ;... ;)...100, &0 ~(.4- ()1) ,?~.n> \ 2Q- o~ ~7~."7l> G, , ;1.., ()i) lS'.11 "~I .1c.f . 1~, 61> 7, '3 7il,' dO . ).:;. (;? 'h9J.Y/ 4-~ , 'L!: /1().lU 5" nJ. 4"$ ~~.~ 33 ~tf7,SI .... .... 0 0 0 U :.t 0 0 0 0 0 I,() I,() I,() I,() ........ ........ ........ ........ ........ ........ ........ ........ ........ 0 R<> I\) I\) I\) 0 0 I\) I\) I\) .... w w w 0\ 0\ ()) I\) I\) I\) +=' -I w >-10 >-10 >-10 >-10 --10 \J1"'O"'OO \J13: "'0 0 \J13:"'OO \J1Z"OO ()) c:a 0:xJ> 0:xJ> 0:xJ> 0:xJ> %:xJ> 0:xJ>> OFTI>> OFTI>> OC>> \J1 > o>en o>en o>en o>en o>en FTI-en o-en o-en :xJ-en \J1 Z :xJz::r O%::r O%::r :xJ%::r O%::r 3:eno::r >-o::r >-O::r >eno::r ;0:: oen en en cen 3: en >0 00 00 0- ...,0 -""0 -""0 FTI...,O FTI...,O :xJ:xJ-I0 0>-10 0>-10 OZ-IO FTI- %FTI- ZFTI- OFTI- FTI- -<-0- oro- oro- OQO- en -:xJen -I:xJen -I:xJen :xJen aJ:xJen "'0 en C en c en c en J FTI :z aJ c:a aJ ..., c:a > aJ 0-1 aJ % FTI c:a % FTI c:a z::r c:a 0 :xJ -I-IC -IC -IC f"l-lC r-lc 0- C -IX C -IX C -10 C 0-1< 0:xJ +='0:xJ +='0:xJ f"l0:xJ >0:xJ %O>;c "'OO:xJ "'OO;C 'It:3:J:xJ %;C- en ........ en ........ en en % en >%ren 'It:FTlcen 'It:FTI>en I\)FTlaJen >>0 I,()"'OFTI ...."'OFTI ...."'OFTI ""-f"l O"'OFTI Q f"lFTI ....Z>f"l +=,Z;CFTI .... FTIFTI QZFTI ........;C3: ()):xJ3: \J1;C3: ;cz3: FTI;C3: ::rO:xJ3: ....enz3: ""en03: 0 -13: ::ren ....-FTI I-FTI I -1'Tl 001'Tl -1'Tl -<;C-l1'Tl O\f"l-l1'Tl ""1'Tl-1'Tl I\) ::rf"l -<>aJ I\)ZZ ....zz ....ZZ 3:0Z >zz c % 0\ CZ .... OZ I >Z . oc 10-1 00-1 00-1 3:-1 en 0-1 Q"'O-I +=' 3:-1 "" <-I 3: Z-I -I;C ....- ........- ........- I,()FTI ::r 0\ I > > -< 3:-FTI 0"'0 .... "'0 .... "'0 ........ 0"" f"l> 0 .... en ;C >0> ........> ........::1> ........::1> \J1 ""::1>- X:xJ 0 3: I 0 -< < :xJZC L-- ....r or or I r ""3: I,() > .... C - -< en-- 3: 0\ 0\ .... 0 FTI> w Q r 0 r - aJ 0 0 ZO ::I> 0 r -I"" If\ % ..., ..., ........ 0 en-< z ;C % ::I> ........;C > I'Tl f"l .... ,." Q 3: ::I> Q ::1>0 \) 0 0 ........ en 3: > en Q ,." 3: > 0 I'Tl > R<> ;C C ::r 3: 0\ :xJ ;C -< ;C -< 0 ~ ,." ::r ::r < -< -I Q I,() :xJ 0 0 - ::r 0 - ........ ') 3: 3: 0 0 FTI 0 0 0 c:a I'Tl FTI I'Tl 0 ;C % > .... \1'l ;0:: en Z ::I> ::I> r ........ 0 r r > "'0 Q 0 ~ 0 Z Z Q f"l ::r 0\ ::r C -< Z 3 \J1 3: 3: Z -< -I en -I -I -I 0 - -I 0 I\) Q Q 0 I\) .... ~ 0 .... 0 ltll 0 0 ........ :> ........ ........ w I\) .... .... .... .../- ........ ()) \J1 "'0'- .... '- ........ :xJ0 If\ I\) .... 0 -0\ ........ 0 ()) % 0 -../ 0> ()) >r +=' enr I,() ::r "'0 0\ 0 0\ ;c I -I ..., -0 zr::l> 0-0 w 003: .... .... -../ -../ 3: . . ,."....% I\) 0\ -../ I,() w 0 -../ I,() -../ \J1 -../ 0........ -../ -../ I\) +=' ()) I\) w -../ >w en.... 0 I,() +=' 0\ ()) 0\ , \J1 0 ::r........ I,() I\) 0 0 ()) \J1 4 \J1 0 0 1 I 1 1 I I I I 0\"" Q ~ \ ""i \ " I\) 0. \0-:' , .- ~. NEILL Funeral Home Inc. Mr. Austin Dougherty 218 Bailey Street New Cumberland, PA 17070 Services For: Mary Rita Donaghy Servites of Funeral Director and Staff . . . . . . . . . . . . . . . . .. $ Embalming ....................................... Dressing Casketing and Cosmetology . . .". . . . . . . . . . . . . . . Visitation ............ . . . . . . . . . . . . . . . . . . . . . . . . . . . . Funeral Service .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Transfer of Remains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Hearse/Coach and Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . Safety/Lead Vehicle and Driver .. . . . . . . . . . . . . . . . . . . . . . Flower Van and Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446T Blue Gown .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Flowers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Death Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Rev. Paul C. Helwig ................................ Organist - Tony Ciucci . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Soloist ...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Patriot News Obituary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Alter Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Catholic Cross - Box set .. . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Gauge Galvanized Steel . . . . . . . . . . . . . . . . . . . . . . . . . . . Package Savings ........ . . . . . . . . . . . . . . . . . . . . . . . . . . PN Discount 1 Trust: PN to AN ....................... Discount 2: Family Paid on PN ....................... 3401 Market Street Camp Hill, PA - 17011-4428 tel 717 737-8726 fax 717 737-1859 Rebecca J. Donahue, Supervisor 3501 Derry Street Harrisburg, PA. 17111-1817 tel 717 564-2633 fax 717 561-9918 Stephen J. Wilsbach, Supervisor ", ... October 5, 2006 Ref No.: 1003380 I C06 079 1,935.00 515.00 205.00 315.00 515.00 415.00 315.00 205.00 100.00 165.00 106.00 108.00 125.00 100.00 75.00 169.60 20.00 190.00 2,545.00 (370.00) (5,373.00) (5,776.00) Member of ALDERWOODS GROUP J35 6250 TOPAZ. . . . . ., . . . . . . . . . . . . . . . . . . . . . . . . .. $ Total Funeral Charges Adjustments (Payments) Balance Due on Account (Due date: 10/05/2006) $ $ 3,750.00 $354.60 0.00 $ $354.60 .... I \"'" . '\ JAMES D. BOGAR Attorney at Law One West Main Street Shiremanstown, PA 17011" Telephone (717) 737-8761 Facsimile (717) 737-2086 Estate of Mary R. Donaghy clo Austin C. Dougherty and Lawrence J. Dougherty I Jr. I Co-Executors 218 Bailey Street New Cumberland PA 17070 In Reference To: JDB FN 3777-1A Estate of Mary R. Donaghy 10/09/06 Initial office conference with Austin C. Dougherty and Lawrence J. Dougherty, Jr. re review of Will, administration of estate, pennsylvania Inheritance Tax law and related matters 10/10106 Review of information supplied by clients and preparation of Petition for Probate, Oath, Estate Information Sheet, Tax EIN Application; letters to M & T Bank and M & T Investment Group requesting date of death values; letter to Pennsylvania Department of Public Welfare; preparation of Executors Notice and letters to The Patriot and the Cumberland Law Journal requesting publication; letter to clients F~r professional services rendered BALANCE DUE S TAT E MEN T October 16, 2006 Hours Amount 1. 30 2.'50 ", " 3.80 $760.00 $760.00 REV.'511~.(1.971 ~ . ,. COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MM-V IT... l SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ];aItJAf+ty FILE NUMBER rl../- 06'- 69 3Jl Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION AMOUNT D , ~ . ... (I) ON Ci TOTAL (Also enter on line 10, Recapitulation) $ a (If more space is needed, insert.additional sheets of the same size) REV.1S13 EX '(1.97) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF tV"1~':1 ~\ 'DON" A-f-f-I. 'I , \ ,1 NUMBER l. 1. J., 3. Y. oS; ~ ,. f, ~, (6. l/. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) L~ ~ J". :J)~~'1 "~'J, W.~tI\"'OOVfl-II"'1 ~~lq6(1~4'\f;"W \1eiP AIJSI!lIJ tlDC.\*',\tf\?i/ ~l(' PJ~I/..iY~" f'//!'IV e/J~~~4'ltJ1)1 ~A 1107" ~ \.c.NH-i~1V \ ~'" tZ-f"fJ.c..IJuT A.1>'1 ~(t...tP 1',,-,, I t1A \1 Coli I ,!U~ "A:>"W~ 1')' 1 N. 'hftl< 1< ()', t:-rrcttl:, fA 17 ":Iff T7ft>1AA-f t)oo~.,;2.T"'1 /IJ(,. STe(7H{)\J~ 'DlL'1 V(,.'W~11\)"'1L't.AlW \ fft l ~ H$ l~lJ!f...v 'Df,QNsr/!'11J bU. L.Mt~t'16y./.,g 'Pp,/ "'^,#Hall~;F-1 1140 '71-1 Mf..f'iVC R>UV#elJ.ry . .J..tr e,+1c.4Y ~r. , (Vt;."W C!-UMi)'-/U..A,vV, f'If 110'" /vM'(>( O~ HA-aLEP' ~ MLG-VUE ~D" /"'IfN~fU:>(J."'G, M 11 rJl(-7 /:;"1-AtN~ fI..l-f~{,D ;..2-<> II Tl4- .5T'., f\!/..:..J wtl~e~'-llND I rlt (7070 G-I.A.J/?'NQo'- Y p tlI:>> v M i1 ~.,...y :;};,..,oS" /;;;M-Ui ~r:, H A ((.I!..1$.,<;'V.!t9, M 1'1101 FtANClS Do(J(i-lft;;;lJ.,1Y '512 ~MlV'~ r*ve'l MlS.C.HI<JJIC.~f.>U~, .p,./- (76Sf' ... FILE NUMBER (}-l -D~- 01 33 RELA TIONSHIP TO DECEDENT Do Not list Trustee(s) AMOUNT OR SHARE OF ESTATE ~17 ;S,.. ~ /JJ:;( puftfZ''f B~fl-I..lZ. ;L~-% ~,... ~(()At,q.y . f;.to f1.f (;'1<.. .)...S1. cr- (J.lfSI{)(#fJ.Y ,yc.1'H Gill,) ~/?? '1 CF~ 11M'f~Y ~j-J i::IJ ~. ~., 1, 0 t'>- f!es rp!/fIrM IV v:=c.e: ~. '?'1J1. Of' ~l~ . ,; P'f~ . S,>~,,v-L.Aw .~~ rJUE~ . ~."; { Nl~e;. '"t~ $1>~lt,)-t-tA~ .3~ S l$.feR.-IrJ-l.-/'rvJ '~ 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. ~. 5CClerr ro~ 171& f'l2-oPoc:n4nON of "11fer fA-lfl-l tAJf'HI>l-6;, 7>{6eese ot= ft,\/4<( S (~ /;42-6- 110. fJo}' 3 {'$7 t H-A,<lr<ISl3I.1t16=-1 fJfl 171~S- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE /, r7f1J. ~yQ TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 11 rffI)."Ob } / PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16,1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMllERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodic;ll published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: November 24, December 1, 8, 2006 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations 111 the foregoing statements as to time, place and character of publication are true. ~ " ... Donaghy, Mary R.. dec'd. Late of Mechanicsburg. Co-Executors: Lawrence J. Dougherty. Sr.. and Austin C. Dougherty c/o Albert J. HaJjar Esquire. 1300 Market Street' Suite "A.. Lemoyne, PA 17043.' Attorney: Albert J. H<War. Es- ,u.ire, 1300 Market Street. Suite A . Lemoyne. PA 17043. SWORN TO AND SUBSCRIBED before me this 8 day of December. 2006 NOTARIAL SEAL LOIS E. SNYDER, Notary Public CarHsle 8oro, Cumberland County My Commission Expires March 5, 2009 THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Shannon D. BiIlhime, being duly sworn according to law, deposes and says: That she is a Staff Accountant with The Patriot News Co., a corporation organized and existing under the laws of the Conmlonwealth of PelUlsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot- News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever slllce; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared in the 9th, 16th and 23rd day(s) of November 2006. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and chatacter of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. " PUBLICATION COpy 1, Estate Notices' J~ E~T11ikoTlcE ;"',; LlItlers.;Testamentary pertaining to the'Estate of Mary R. DonaghY, late of Mechanlcsburg. '.' Cumberland County,. PennsYlvania,' having been, granted to Lawrence 'J. Coul/herty, Sr..and Austin C;'OougherIY, Co-Executors. all persons Indebt~tothe, Estate are requested to' make' paymen' thereon, and those who; have any claims are requested to pres- enUhe .ame for settlement thereon, to ",' " , Albert J. Hallar Attorney tor the Estate 1300 Market street Suite 'A" ,Lemo)'~!'f~ 17043",;", Sworn to and subscribedd5~IDie~~svevA.r 2006 A.D. Notarial Seal Terry l.. Russell, Notary Public City Of Harrisburg, Dauphin County My Commission Expires June 6. 2010 /:;~/:;"fI~IJLi" ASf.od 0 01 Notaries V{/V1 ~ THE HAJJAR LAW OFFICE 1300 MARKET STREET, SUITE A LEMOYNE, P A. 17043 /