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Home My WebLink About12-21-06 l' ~ t' . ~; 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER OECEDENT INFORMATION BELOW Social Security Number Date of Death , OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT File Number rY Date of Birth 171-14-4848 03/25/2006 01/06/1918 Decedent's Last Name Suffix Decedent's First Name WELLINGTON MARGARET MI T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI N/A Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW <aJ 1. Original Return 2. Supplemental Return '\,,.,....~..,.,j 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c:> 4a. Future Interest Compromise (date of death after 12-12-82) C::) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::) 10. Spousal Poverty Credit (date of death I::::::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DiRECTED TO: Name Daytime Telepho~umber ~ H. THOMAS CAMPTON, JR. (717) 763-08i8~ ~ :J~. J"T1 !' ... ........m M' L=0"H~. REGISTER DE 'iViiIf;USE ~ y ':::~::2 - .)t5~ " ,'''C ::E ~""'-':o :-0 -t ~ )> 0 N 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes c:.:.':) 4. Limited Estate c:::) KERN AND COMPANY, P.C. fg ~C) G)C) . ,.:::::s :-.0 --10 rq rT1 :~;:J CJ C)O - d ..,.., '.:.":~;:~ ~- ~ f'n ,'- </)0 .,., Firm Name (If Applicable) First line of address 2331 MARKET STREET Second line of address City or Post Office State ZIP Code DATE FILED CAMP HILL PA 17011 Correspondent's e-mail address:KERN@PANETWORK.COM aye examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, f prep r other than the personal representative is based on all information f which reparer has any knowledge. DATE IZ.2b.' ADDRESS 2331 MARKET STREET, CAMP HILL, PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 -....J ;' t --.J 15056052059 REV-1500 EX Decedent's Name: MARGARET T WELLINGTON RECAPITULATION 1. Real estate (Schedule A). .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation. Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c=) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c::J Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . .. . . . . . . . . . . .. 9. 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ....... . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O 45 1,216,708.00 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X. 15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 171-14-4848 Decedent's Social Security Number 225,000.00 889,706.00 235,569.00 1,350,275.00 133,567.00 133,567.00 1,216,708.00 1 ,216,708.00 54,752.00 54,752.00 15056052059 ---I t 1 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME MARGARET T WELLINGTON STREET ADDRESS 827 MANDY LANE DECEDENTS SOCIAL SECURITY NUMBER 171-14-4848 CITY CAMP HILL STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 54,752.00 52,000.00 2,737.00 Total Credits ( A + 8 + C ) (2) 54,737.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (SA) (58) 15.00 A. Enter the interest on the tax due. 15.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 [iJ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [iJ c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [iJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [iJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [iI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [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 zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 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 zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, 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 twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. R"'''02 EX, <.... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF MARGARET T. WELLINGTON FILE NUMBER 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 survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 827 MANDY LANE, CAMP HILL, PENNSYLVANIA VALUE AT DATE OF DEATH 225,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 225,000.00 REV-t50' EX+ (''''* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF MARGARET T. WELLINGTON FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. VALUE AT DATE OF DEATH DESCRIPTION 8 COMMON SHARES, AGERE SYSTEMS INC., CUSIP 00845V308 2,953 COMMON SHARES, AT&T, CUSIP 00206R102 27 COMMON SHARES, AVAYA INC., CUSIP 053499109 121 COMMON SHARES, COMCAST CORP NEW A, CUSIP 20030N101 10,800 COMMON SHARES, GENERAL ELECTRIC CO., CUSIP 369604103 4,000 COMMON SHARES, KEYCORP NEW, CUSIP 493267108 324 COMMON SHARES, LUCENT TECHNOLOGIES, CUSIP 549463107 30 COMMON SHARES, NCR CORP. NEW, CUSIP 62886E108 5,800 COMMON SHARES, WYETH, CUSIP 983024100 115.00 80,617.00 323.00 3,215.00 366,336.00 149,120.00 1,004.00 1,180.00 287,796.00 889,706.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) RE""5O' EX+ ("") .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHIDULE I CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MARGARET T. WELLINGTON FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. WACHOVIA SECURITIES, 3 LEMOYNE DRIVE, LEMOYNE, PA 17013, MONEY MARKET ACCOUNT 2. M&T BANK, 213 MARKET STREET, HARRISBURG, PA 17101 CLASSIC CHECKING, ACCOUNT NUMBER 2676016104 3. M&T BANK, 213 MARKET STREET, HARRISBURG, PA 17101 M&T MARKET ADVANTAGE, ACCOUNT NUMBER 15004200944567 4. PSECU, P.O. BOX 67013, HARRISBURG, PA 17106-7013, REGULAR SHARES 5. PSECU, P.O. BOX 67013, HARRISBURG, PA 17106-7013, CHECKING 6. MISCELLANEOUS CASH FROM DECEDENT'S HOME 62,009.00 3,286.00 8. APPLIANCES 43,640.00 28,816.00 12,605.00 1,449.00 11,830.00 800.00 7. JEWELRY 9. AUTOMOBILE 4,800.00 2,500.00 59,006.00 4,828.00 10. ARTWORK 11. ARTWORK & ANTIQUES 12. MISCELLANEOUS FURNITURE & COLLECTIBLES TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 235,569.00 REV.t511 EX. I,..... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: NEILL FUNERAL HOME INC. & MEMORIAL LUNCHEON 12,534.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) MARY GEIGEL Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 33,846.00 City UNIVERSITY HEIGHTS Year(s) Commission Paid: 2006 & 2007 State OH Zip 44118 2. Attorney Fees 12,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Pre parer's Fees 7. REAL ESTATE SETTLEMENT CHARGES 8. STORAGE UNIT FEES 9. DECEDENT'S HOUSE EXPENSES AND MAINTANENCE 10. MISC EXPENSES 11. EXECUTORS' REIMBURSEMENTS (MILEAGE & TRAVEL) 12. SELLER ASSISTANCE 822.00 2,600.00 350.00 14,049.00 1,388.00 6,902.00 960.00 8,334.00 5,250.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 99,035.00 REV-I51' EX+ (12-... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF MARGARET T. WELLINGTON FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION AMOUNT B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) CHARLES H. WELLINGTON Social Security Number(s)/EIN Number of Personal Representative(s) 179-42-5261 Street Address 734 CHURCH ROAD 33,846.00 City YORK Year(s) Commission Paid: 2006 & 2007 .State PA Zip 17404 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 13. REAL ESTATE TAXES 686.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 34,532.00 REV-14i13 EX+ (9-00" '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET T. WELLINGTON FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. MARY G. GEl GEL DAUGHTER ONE THIRD 2367 CANTERBURY ROAD UNIVERSITY HEIGHTS, OH 44118 2. CHARLES H. WELLINGTON SON ONE THIRD 734 CHURCH ROAD YORK, PA 17404 , 3. JOHN S. WELLINGTON, JR SON ONE THIRD 508 HARTZ AVENUE MEADVILLE, PA 16335 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART" - 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) L_ REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2006-00288 PA No. 21-06-0288 Estate Of: MARGARET T WELLINGTON (First. Middle. Lasl) Late Of: HAMPDEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 171-14-4848 WHEREAS, on the 31st day of March 2006 an instrument dated October 9th 1997 was admitted to probate as the last will of MARGARET T WELLINGTON (First. Middle. Last) la te of HAMPDEN TOWNSHIP, CUMBERLAND County, who died on the 25th day of March 2006 and, WHEREAS, a true copy of the will as probated ~s annexed hereto. THEREFORE, I, GLENDA FARNER STRA SBA UGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: CHARLES H WELLINGTON and MARY GA Y GEIGEL who have duly qualified as EXECUTOR(RIX} and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, :CARLlSLE, PENNSYL VANiA. J IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 31st day of March 2006. s;,'\.~ \~ter~~~' \ ~ ~ .\(~~ ~~~ ~ ~ ) Deputy * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT OF !-,-,:. ~ .~. , MARGARET T. WELUNGTON .....\ . . , .:- .< I, MARGARET T. WELUNGTON, of Hampden Township, Cumb~d~d ~.~untY-,: :~; . ~'. . :~ ~:~~:i Pennsylvania, declare this to be my Last Will and Testament, hereby revokin~:a.tid any ~~} prio.'~.: F~~ , ,... '-'. N wills and codicils. 1. I direct that all of my estate, of whatever nature and wherever situate, be divided into three equal shares, after payment of all my just debts, transfer taxes and expenses of administration, and I give, bequeath and devise one such equal share to my daughter, MARY GAY WELLINGTON GEIGEL, of Aurora, Ohio, or her issue, per stirpes, and I give, bequeath and devise one such equal share to my son, CHARLES H. WELUNGTON, New Cumberland, Pennsylvania, or his issue, per stirpes, and I give, bequeath and devise one such equal share unto my trustee, hereinafter named, in trust nevertheless, for my son JOHN STANLEY WELUNGTON, JR., of Meadville, Pennsylvania, under and subject neverthdess to terms of said trust hereInafter stated. 2. If my daughter, MARY GAY WElliNGTON GEIGEL, shall predecease me, without issue, then I give, bequeath and devise her share of my estate to JOHN STANLEY WELLIN GTO N, JR., in trust nevertheless subject to the terms and conditions. hereinafter set forth in Paragraph 3, and to my son, CHARLES H. WELLINGTON, or his issue, or to the survivor of them. If CHARLES H. WElliNGTON predeceases me without issue, I give, bequeath and devise his share of my estate to my daughter, MARY GAY WELliNGTON GEIGEL, or her issue. 3. During the lifetime of my son, JOHN STANLEY WELLINGTON, JR., my trustee shall hold the corpus of the trust hereby created for the sole and exclusive benefit of said beneficiary, and shall pay to him at least as often as quarterly the income r~alized from said trust. Further, the trustee, may, in its sole discretion, distribute, from time to time, such amounts of the principal of said trust as the trustee may determine shall be necessary for the reasonable educational expenses of said beneficiary's children, without regard for strict equality of shares of principal so paid, but with due consideration for any and all other sources of income and estate available to each child. Upon the death of said bene~ciary, the trust shall terminate, and trustee shall distribute any remaining undistributed income and all of said principal to the issue of JOHN STANLEY WELUNGTON, JR., per stirpes, or if all of the issue taking are of the same class, then such distribution shall be per capita. Should the said beneficiary die without issue, the entire proceeds of said trust shall be distributed equally between MARY GAY WELUNGTON GEIGEL, or her issue, per stirpes, and CHARLES H. WELUNGTON, or his issue, per stirpes, except that if either of said alternate distributees shall have predeceased the original beneficiary, and without issue, his or her share shall be distributed to the surviving alternate distributee~ or his or her issue, per stirpes. If neither of said alternate distributees, or their issue, survive the aforesaid beneficiary, then the entire proceeds of said trust shall be distributed to my intestate heirs. 4. No interest of any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary pave power in any maIll1er to charge or encumber his interest, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my fiduciaries for any liability of such beneficiary, whether such liability arises from his debts, contracts, torts, or other engagements of any type. 2 5. Any amounts or assets which are payable or distributable to a mmor or incompetent hereunder may, at the discretion of my fiduciaries, be paid or distributed to the parent or guardian of such minor or incompetent. to the person with whom such minor or incompetent resides, or directly to such minor or incompetent, or may be applied for the use or benefit of such minor or incompetent. 6. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hereunder shall have the following powers and duties, without the necessity of notice to or consent of any court: (a) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at any time held by them, at public or private sale or otherwise. for cash or other consideration or on credit, and upon such terms and for such price as they may determine. (b) To distribute any of my property in kind, so long as all beneficiaries are agreeable to such distribution. (c) To employ such brokers, banks. custodians. investment counsel, attorneys, and other agents, and to delegate to them such duties, rigl1ts and powers as they may determine, and for such periods as they think fit. 7. I direct that all estate, inheritance, ~d succession taxes that may be assessed in consequence of my death" of whatever nature and by whatever jurisdiction imposed, shall be paid out of the principal of my general estate to the same effect as i~ said taxes were expenses of administration. 8. All references to gender herein shall include the opposite gender. 3 9. 'm... .... .. ..... ,1.._ I appoint The Mellon Bank, Meadville Branch. or its successor banking instimtion. of Meadville, Crawford County. Pennsylvania, as the Trustee of the Trust hereby created, and I appoint CHARLES H. WELUNGTON and MARY GAY WELUNGTON GEIGEL.or the survivor of them, as the Executors of this Will. Should both of said persons be unable to serve or continue to serve. I appoint in their place and stead as the Executor the said Mellon Bank.. Further, I appoint The Mellon Bank as the guardian of the estate of any minor children taking hereunder. I direct that no fiduciary acting hereunder shall be required to post security for the faithful performance of such duties. IN WITNESS WHEREOF, I MARGARET T. WElliNGTON, herewith set my hand to this, my last Will, typewritten on five (5) sheets of paper including the self-proving attestation clause and signatures of witnesses, this L day o(~lv{ 1997. _ . I ~~r~~ZiEAL) Witnessed: ~ bt~.L-- residing at~ Ib ~ ' (4\- 1~ 72-. ,lA.'/fv.- . residing at Co.f'-? H-;t1 I 'PCi\. residing at COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~W) t;QY~l\J ss: ~ GAR E T ,{ T. W ELL I N G TON (t h e t est a t r i x ) . G . I f\d'vv....';>j (Yl, lEY , Jh~s l2... ~/ler- . and (the witnesses), whose names are signed to the foregoing instrument, being fIrst duly sworn, each hereby declares to the undersigned authority 4 - ._-_..~"----...-. that the testatrix signed and executed the instrument as her last will and testament in the presence of the witnesses and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence arid hearing of the testatrix, signed the will as witness and that to the best of his knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. . WITNESS: m (B 1fJw1k- ~ TESTATRlX: WITNESS: 1~~ If?-. I__L../~ WITNESS: Subscribed, sworn to and acknowledged before me by MARGARET T. WELliNGTON. the G '1ta \^.A :>~ 'N'\ \ 11<< . testatrix, and subscribed and sworn to before me by /A~"?- f?. ~./~ ,and I witnesses, this 1~ day of.)c.1'Utp~ 1997. . the gunlwellingulII/will.mlW nL<..Ovn~J)5'CWY\.A Notary Public - NOTARiAl SEAl JUANITA K. SAMICK J tiotary Public (SEAL) Camp Hill. CUmbel1and County My Commlssfoo expIres Nov. 15. 1999 5 .;,,/';: ,r. :,;,;,;~"c,."-"":""''''i'';;'''' ""~'"., .l<i., .~ '" to " A. Settlement Statement U.S. Department of Housing and Urban Development OMB No. 2502-0265 B. Type of Loan 1. DPHA 20PmHA 3.IiJConv. Unins. 4. OVA 5.0Conv. Ins. C. This form is furnished as a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked (p.o.c) were paid outside the closing; the)' ate shown for informational purposes and are not included in totals. GR06-1243REP 650311696 B. Name and Address of Seller Estate of Margaret T Wellington by Charles H Wellington. Co-Executor P. Name and Addtess of Lender ASN AMRO Mortgage Group. Inc. 2600 Big Beaver Rd Troy. MI D. Name and Address of Borrower Jay D. Wiederhold Kendra S_ Wiederhold 316 Virginia Rd Hechan;csburg. PA 17050 G:ITopertyLocanon 827 Handy lane Camp Hill. Pennsylvania 17011 Hampden Township. Cumberland County :.J.: SU~ARY:OF BORROWER':STRANSACTION: :: :;loo.::~;.GROSS;;AMOUNT' DUE PROM BORROWER 101. Contract sales price 102. Personal property 103. Settlement ctw'ges to borrower(line 1400) 104. overni ght 105. wire Adjustments for items paid by seller in advance 106. City/town taxes to 107. County taxes 08/31/200& 12/31/2006 108.~ts 08/31/200m 06/30/2007 109. sewer/trash - 8/31-9/30 ($124/qtr) 110. Ill. 112 225.000.00 4.873.22 25.00 25.00 174.52 1.619.48 40.50 ....... .... ." ..... . . ............ . ::.::::{i2o;:;,(tlR.oSS:~;AMOuNr:DUE PROM BORROWER 231.757.72 :::{::.200;:::::~:AMOU~:PAID BY ORIN BEHALF OF ~ORROWER . . 201. Deposit or earnest lOOney 4.000.00 202. Principal amount of new loan(s) 213.750.00 203. Existing loan(s) taken subject to 204. 205. 206. 207. 208. 209. seller assist Adjustments for items unpaid by seller 210. City/town taxes to 211. County taxes to 212.~ts to 213. 214. 215. 216. 217. 218. 219. 5.250.00 :.::.iio::t;:!.bT~!:~J..IDBYtpoR BORROWER :;:::;:3p'o.::::::qASH:A1:\SET1'LEMENT:~OM/TO BORROWER 301. Orass amount due from borrower(line 120) 302. Less amount paid by/for borrower(line 220) ::::::::.;t~::;~.~trI:~6~(dTO).'~RROviER 223.000.00 231.757.72 223.000.00) 8.757.72 II. Settlement Agent Great Road Settlement Services. LLC '"Place of Settlement 2157 Market Street Camp Hill PA 17011 K. SUMMARYOFSBLLER,~STRAJIlSAC110N~::;:; 400. ; GROSS AMOUNt. DUBTO;;SBLLBR;::;::::,:;:; 401. Contract sales price 402. Personal property 403. 404. 405. I. Settlement Date 08/31/2006 .:'\:: .:,: <<:: \;::::'.' ... . .... ...:(.: '::::::::::"<)::: . 225.000.00 Adjustments for items paid by seller in advance 406. City/town taxes to 407. County taxes 08/31/200& 12/31/2006 408. Assessments 08/31/200m 0613012007 409. sewer/trash - 8/31-9/30 ($124/~r) 410. 411. 412 174.52 1.619.48 40.50 420.:0ROSS'AMOUm;:PVB'TO.~~~L43R:r/'". <):: 226.834.50 :500.:::REPUCTJ.PlilS U~)>\:M()lJl~1\DJ1~~~~::S~::;:}.{>:: ,=::t:;:; .},h?::;::,;,;t. 501. Excess deposit(see Instructions) 4.000.00 502. Settlement charges to seller(line 1400) 14;049.00 503. Existing loan(s) taken subject to 504. Payoff of first mortgage loan 50S. Payoff of second IOOrtgage loan 506. 507. 508. 509. . .. seller assist Adjustments for items unpaid by seller 510. City/town taxes to 5 11. County taxes to 512. Assessments to 513. 514. 515. 516. 517. 518. 519. 5.250.00 . . . . . . - . 520. .:TOTAL REDUC11O~f;~q:tfflTi)UE:SIWfER?:' 600. . CASH A'I\S~m:::T:P!f~q~fSBLLER'; 601. Gross amount due to seller(linc 420) 602. Less reduction amount due seller(line 5tO) ( . ;.' 66j;".~oo~liQ)(~:i.~~\I:~liif:;lli::I::';;;:, ..........:::::1.::::\ 23.299.00 :::.:::':}: ;:;::::;::;:::::r 226.834.50 23.299.00) 203.535.50 The information contained in Blocks B, G. II and I and on line 401 or. if line 401 is asterisked, lines 403 and 404 is i~ortant tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, II negligence penalty or other sanction will be ill1Josed on you if this item is required to be reported and the IRS determines that it has not been reported. :IUD-l SB'ITLBMBNT STATEMENT Q Brainstorm Software 1-540..665-0800 W ~G: It is cr~ to knowingly make false sW~~nts to ~e United States on this or any oth:r similar fonn. Penalties upon convlctJo~ can Include a fine and imprisonment. For details see: Tide 18 U.S. Code Section 1001 & 1010. SETTLEMENT STATEMENT PAGE 2 ,.}:\...:.. .:. . :.::"::> PAlO PROM P AlD FROM ::,:;L. SEl'TLEMBNT CHAROBS'i:.::i:::' : . .'. .. ..;;'.:;.:'.;.; ,." BORROWER'S SELLER'S ..,. 700.' TOTAL SALESIBROXER.'S COMMISSION based on price S 225.000.00 @ % = S FUNDS AT PUNDS AT Division of commission (line 700) as follows: deposit) SBTl'LBMENT SBTl'LBMENT 701. $ 2.512.50 to HHD ($6512.50 less $4000 702. $ 6.46.2.50 to Rsax 8,975.00 703. Commission paid at Settlement 250.00 125.00 704. Transaction Fee - tfI) $125 (s): Rem ax $250 (b) ,<:,.::,:::,:,.,. ..,,;,:::::;::::. ".,: ..;.;.;.:;:::...;...;;;;. /if :;jtj~t:8og~~~l~::PAiYABJ,:.E IN CONNECTlONWITH LOAN .' .:'..:. ..,. .:., :0:';';:.. :.::;:{::<J:::;:::: .::::::::;:::>>:::....'.. ..... 801~ Loan Origination Fee % 802. Loan Discount % 803. Appraisal Fee to 804. Credit Report to 80S. Lender's Inspection Fee 806. Mortgage Insurance Application Fee to 807. Assunvtion Fee 250.00 808. Halletown Mortgage - processing fee 550.00 809. ASH AMRO . lender acDinistrat 400.00 810. Hometown Mortgage - application fee 811. d'frd prsiUIII POC $5343.75 pd by ABN AIoIRO to Hometown Mortgage .:/\:':: .:,:,:{} :.:.'.:.:::;. ..;.......:.:.::.:::.;;...::.. .;.;.;. . .;:;:;':;.900,,:::;::.lTEMS;:REQUJRED BY,J,.ENDER TO BE PAlO IN ADVANCE. >;):. ..... . .' . - ~: .:~;:: ;;::: . . ;;. :;; :::::~:; ;::::::. .' . ',', ~. '.', . '. -";;:; ~:~': ':' . ....:.;.>>', .... ........ 901.:.....inre~ from 08/3112006ro 09/01/2006 @S 40.080000 Iday 40.08 Mortgage Insurance Premium for months to . 902. 903. Huard Insurance Premium for 1 years 10 Erie POC $449 904. 905. .>>::~}::;:?}::::)?('()':.t:>. '. . ...,.,. .;...;"...i.:..::@;:::::::: '.. ..,....,.....,: .... :;#~~~.~%:RES~YESpEl'OSlTED;:WITH LENDER .' :::';:::;::;:;::.,:::;,;:;:::;::;.;,:;,:, :;:::::. . . 112.26 1001. Huard insurance 3 months @ S 37.42 per month 1002. Mortgage insurance months @ S per month 1003. City property taxes months @ S ..... per month 1004. County property taxes 8 months @ S 43.63 per month 349.04 1005. Annual assessments 3 months @ S 163.02 per month 489.06 1006. months @ S per month 1007. months @ S per month 1008. aggregate adjustment --218.23 .:::.::.-~~.~'..,::::::.: '.' :::::::\:.i . <::;:::;;:.: :):{:. ":::::i:;....::':';;"'::::':::::""::;:::; :::::i:JU ()()4~~O'IT:I:.Ei:~lL\RGES:. ;. '.: .... '. ;.....::.;. . ;.;.;...... 1101. Setdemenf or closing fee to GRSS 1102. Abstract or title search to GRSS . Shawnde 1 Sturah POC $135 1103. Tide examination to GRSS 1104. Title insurance binder to GRSS 1105. Document preparation to Miller Lipsitt LLC . Virginia Rd Deed 125.00 1106. NoW')' fees to cash i 25.00 1107. Attorney's fees to GRSS (inclUdes above items Numbers: ) 1108. Tide insurance to GRSS (Stewart Title Guaranty) 1.483.75 (includes above itcnw Numbers: ) 1109. Lender's coverage $ 213.750.00 ASN AMRO IHO. Owner's coverage S 225.000.00 Wiederhold 1111. endorsements 100. 300. 900 150.00 IH2. clOSing service letter 35.00 1113. Marie Huber . tax . cert $5 5.00 :i:;:~:fl~OQ~WOQ~:~O~I~G AND TRANSFER CHARGES::.:;:. .... .;:>.. ;./t:.\::::):::::::;:::::::t::::: . .::/:.; . ...;.. ..x;:,:;,.... ,.:;. .... ....... .. .:'.;....,..; .:.:::;:::,::;:::;:::::;'."':- 1201. Recording fees: Deed $ 38.50 ;Mortgage S 60.50 ;Rcleases S 99.00 1202. City/county taxlscamps: Deed S 2,250.00 ;Mortgage $ 2.250.00 . 1203. State taxlsr.amps: Deed S 2.250.00 ;Morlgage $ 2 . 251) . 00 1204. 1205. ::~::~#~OO~@i.\DpmOl'iAL SE:ITLEMENT CHARGES ...... '. '.;: . . ::":;::;::;;';:{:}):)::''',:};:{ :.):;:;::;;;,. ,'.0~ ':':;"~ :'. .. 130l. SUrvey to AHS . home warranty 444.00 1302. Pest inspection to 1303. National Recovery Agency . 174.0() 1304. Eastern Acct SYstem of Connecticut 352.37 1305. Midland Credit HanaQelent 206.89 ::;::{.llW()##f.C)'l'A4SEtII.BMBN1; (:HARGBS (enter on line 103, Section] and:lineS02;;:-Section:K)/</: 4.873.22 14,049.00 rrowers ra . , er 0 e er The BUD-I Settlement Statement which I have prepared is a true and accurate account of this tr In occonIance wllh Ibis ........nl. ~ SetUement Agent Great Road e / sen ervl't'l:.... b.LG- ../" ", Date --' ~~~ ~~l!amau :lS1;&~ '. ~ ~ ;;...r -:~~~ I ~~ ,.'~u: ~h.~ ~ '~ J~ ((~ ~A ~ fPlf.1'.. ~ .~." ...---;;:: ::::;&::;;0 MliL )~ ~~ ~~ ~ ! ~'t~~ ly ~ '" \~ n '~'\ l ~l ~... l('1K '. ":M.. ~~ ,~V~ \~ ! ,\ ~ I'~ ~ ISJ~ ! ~ rf'lfi T)I.. I~,',,, -A~. ~. ;::;...~ ~ ~: ~ ~ ~ i, ..,." tt.' Ili'i ._ l(~~' '. We w): ; ~'\Y'l." ~ ~ l~.\'. ~:, ':A'-I i ~~'_~r:" "'. \ ""'~ ~~~~ ~ ~~ ~,~ ,~.:'>..~l'C .;'..~;:po ~ ~ - ~ '!1~~1 1..............- ......... ~ _.~ U; :..,:p ROSE MARIE'S ANTIQUES Jewelry, Estate liquidations, Appraisals 2136 Market Street CAMP HILL. PENNSYLVANIA 17011 (717) 763.8998 TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the jewelry business. appraising diamonds. watches. jewelry and precious stones of all descriptions. We herewith certify th~t we have this day carefully examined the following listed and descrihed articles. the property off.~ 'ff ~~~ . NAME aJ/~ JJ. X.J/J _'r-. ~ A:.ho l1il__/ 4.. /L.. , . ~ /~ I 11 q' I ADDRESS 7!J 1 51 ~. ?/c.,.- I 7 d D J V' We estimate the value as listed for insurance or other purposes at the current retail value. excluding Federal and other taxes. In making this Appraisal. we DO NOT agree to purchase or replace the articles. DESCRIPTION APPRAISED VALUE (j) ttU~..~~~ J~~ ~ ~.~~ ~ <JI,e ~I : ~ '~JIk'~' ~~. @ ~~ /J/,t' :rr ~~ ~.ft-.~.~~.~ cP.. /1/;; ~~ ~ c~ ~T 1/ $ -FO.be, ~p~kU4~. tf2 l"t~.J-..,i~ ~~ ~ .$..J/~. ~ FIb I. UA. .~: ~ ~ Z,,~~ ~~~n."~~.~ ~ /t>C ~}4:lCh,(~~. ~,' @ /11::. ~ .. ~ ,- - ." ,,~, L /:.t.. AJ-A/. ~ " 11 75:00 The foregoing Appraisal is made with thg understanding that the Appraiser assumes no liability with rpec,~..Jj any action that may be taken on the basis of this Appraisal. ~.~;, <-.d" ~A.L /~, ~Oc. , l APPRAISER ~ DATE III /fO,oo 1/ iff: 0 (;) /I / DO. 0 0 #' / ~.s-: 00 ~ :~~~ II~~~ }.~~~:~~r~~'~~~~' { ;~ ~ :~~.(~~ tAl'. ~~:( ~ '\, ~~5-~ l"'~~'. ., ..; ')V' -:-.... ~ 4...-"S.~~' ~JnV.. ~:'->'hL rrpA:. . .Jt.:~" "1.~ ..(<'.-'!~~~ ~'\.'Y/ ~:~. ~....,.,... 'i-' :\~-~.~ 1": '" l!lIIl ~:"\ \' . l\' . I~l J>>Yf ~ 1""1 ~\ ". I -, ~ hi ~. ~ ~~ .....~ ~~ 'h ~ \~ ~l .~ ,~~; ~1:~ ~ i """-\.-#. li~ / . .^ ~ I ~41 \~J r' :'1'\......; \~ z'" ~, r~~, . ......;.; I ~"" \ ~ ~"J . ~ ~ ~ \~~ '~)I. ...,. ,.! .tl-.--;::~ I -'~.I ~~ i ill \,-..ll'..Jli1 '. ~I'~l ~. '. :~ ;~~, ~. ~... Ii\~"() . ~ . ;",:~'~JJ~) ~ i ..~/ ~,. '---:-: ~ii ~ ~( ~~ ~, ~ '~~\~A~~~~I -:// ~ ~) ;tro~: .~ I .'t-.... ~l I"~L 1 bI I ~~i' l~"'~ ~' ~ ~~,,' ~ ,'I... ~ ~~frP:~ ~ t;; ...::...'u~t \C~\~~ "1; ~ ~k y./ '~~A ~~ra~ ~~r ~\~ \~~:- \'(b:.~~t~- \ .~ p~ ~ '~q )L.Xr \~ ~ f?& ljl. ~',. ...---~ r ~lW. ~ \R. ~: ~ \~ ~ r:1l- ~ i\ :'t ((\( ~ \~'t ~l iY.Z. _ .~).""'l:.. \.. f1iK ... ~~. '. ::..>.0 :, ~.,.... >:1l .~ \ \.:' !(~' "~f" "~'1l ~ .'~~- ~\..l ,1\ i , .~ ,. ~ ,.;;.0 "~ .~ ~'Y 't ~ I ~ ~ i (1 )t, I ,..........-'-... I .,.-.;::....... .,,~ Il~: W u .- ,., ~ ;/, ~ ~.,~ ~ .,', ......."q)j ~-~ ~... ~~ .::c s:.. ~ , ..... ~ -, ~~)l ), ~Jtr I 1.. ~~ ..,. - ROSE MARIE'S ANTIQUES Jewelry. Estate Liquidations, Appraisals 2136 Market Street CAMP HILL, PENNSYLVANIA 17011 (717) 763.8998 TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the jewelry business. appraising diamonds. watches. jewelry and precious stones of all descriptions. W~ herewith certify that we have this day carefully ~xcynin~d the following listed and descrihed artIcles. the 'property of: ~ 1 ~ .....;Jf~ NAME ~~ ~ 4-.~, A DDR ESS . 3' ~ .'. \ 0.- . I 7 4 b' I We estimate the value as listed for insurance or other purposes at the current retail value. excluding Federal and other taxes. In making this Appraisal. we DO NOT agree to purchase or replace the articles. . ~ APPRAISED VALUE tf).,tt.~ /?~~~-~ ~~ ~ ~ ~5..J1~ i1~ ~~. !I~~'~~l~~.~.~'%~'1 ~ ~.~~~ ..~.~~~~-':i~ 3J;::J.-]t~~cJ ~ ~fi~#~~~~~ 1 ~ · tI.. . '" ./W'1 L,..>>'.~ ~~; y()(),,, " #1v~~~r?-~. I Cl2 /'It ~. ~j.,.. ~ ~. I ~~..cr>-,-~~~~ I ~)-- ~....B:-'~J.., ~ ~ ~~~~~f-7'~ .~.~: DESCRIPTION 4 1d:J 00.00 I~~ ~ f?I ~--s ~(\ i\~ ....~ '1... .., ~ ))~ ~ .~ \' >-<;j ~ ~I e if ....A~ ~ ,\1d\- " "Mo.. .... -, " )!. J~ \~.~ \~ ~\ ~l .-... (~ .~ .;v~S '. .~""'" :~~ \~~ '" rtf ~l) ~ ........1.. I' /J .liI. ~ The foregoing Appraisal is made with the understanding that the Appraiser assumes no liability with I' \ r~ any action l~al may be taken on the basis of this Appraisal. ~ .~ r_-'-~p~ ... ~/~'D~DD~~ II :~I>:c.' "~f";~1 ~~~~)j1 ""r~~. ~Yl! >I ~~~~. . ~\.~r '^l.. ~"I-:~ 1.,....~lt.I';~ '\\ ~~ .... -t"'" , (V'~~)} !:>.I.~;%J'-v'<":::~ ~~ '~r~' ~~,:~_..::..: ~~h~" ~~\~l~ :t~~~ ~", ~~. ~:;....J: [(~~~ftJ~: ~ 1 .. ~ J ~ ~~~\ ~~h~~. ~~f/ . ~ I ~~""S' ~) ;~.~ I) ............... ........". '11 :1.7 ~~.I ~~~ ...., K~l We herewith certify that Vje ~a~ this day carefully examint!.d the following listed and descrihed ~ articles. the property of: ~ 1 ~ ~~ ~(l1j , NAME ~~ ild~ ~jt ~ &, - ~> ~~ ADDRESS 7 31 ~~ P,"~"/ 12-. / 1'1/ 1/ .; .,~ "'~ )!.Dl We estimate the value as listed for insurance or other purposes at the current retail value. excluding II .., Federal and other taxes. In making this Appraisal. we DO NOT agree to purchase or replace the 'II\~ articles. W ~ ~~.. ItI~ ~ ~1'fI~ ~~. ~ APPRAISED VALUE :~ i" ~~~ (j!!) '0; I' 11 " 1/ ~~~~~I .J.~ /5K k _ l,__~;~ ~-,,- ~~: gS:OD I ~~~..~'I :.~ ~ .~ or v lIP' ..,~ 71 i~ r!J) Nt~~~~j \~.I A . f . 1/ - -. I ~ I~ .~~~~,~/~,a.r I,; ~. I~ ~~.n-~ ~-A. ~~5~ 'V~~ ~/./Dtl-h ~ :;:...~/r~Jdt~ .~ ~YM:::"'I' ~~ I.PYd.h--+,.5.7~ ~:T~. ~~ 1 . n-;Ill),.. J . J;/~.'- ... / ..~ /)~. k-'/.oodJ?v..' .~,5~L4~ ~~~ ~~~ ~~ rr ~HI ~~I ~ ~I~~~~~ f~,tfct.d;;... ~ ~."t ~ ~ ~ .H d ~~ Ji~. '""l r/ r- L. Yi'5"OOI Do ... ~ ~~V\J ~~a,l-e'~, '}jb!I. \"\.... J{{-#. ~. .~ The foregoing Appraisal is made with the understanding thaI the Appraiser assumes no liability with YU ~, . ',: respect to any action. that may be taken on the basis of this APpraisal.. I~ ., .\ * 'r~ i I'. "~~ 4n~~ I~ .c2oD~ ". . -- . - 'I r---:;'mwSER ' / \( DATE . \" ~~ '~~""'" '.f~'r--,"~~.~. \ ','1 !~"""l" ~'I1~"":~..J(j~Ii",.:-,=,~nl~ i ~~."" ~"3.1 . ,", ~ ~~ ~ "1E :\.l ~u..-"\-:; '... ~ JI r b' "'''';; ::\~ \.~ '.. '. ,~!,\.",7'~ %::'~~l ~ .~;;:::.'~ ;~~~ lv;;:..iJ ,~..,..~: #-~ //)?> ~. ~"""~j,~~~. I~~~);'\~~ /\~~. \ ...~~~ ~!-'~~: I'/~ : '~ ~ /\r~ . T ~~~, ~ "<.'... ~~;; .~~ fa ~~ ~ : Y'~i-I"" ~11l!a~ ~~.~ ,k~~j ll~ . ROSE MARIE'S ANTIQUES Jewelry, Estate Liquidations, Appraisals 2136 Market Street CAMP HILL, PENNSYLVANIA 17011 (717) 763-8998 ~ l'~'~ TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the jewelry business. appraising diamonds. watches. jewelry and precious stones of all descriptions. ,~ .1 ~ '."~~ ~ ,-\(1\ ~~ ..,~ lltA-.. ~' ~w : r..- ..t:I" ~ . '. .I '. :! ,I ! ;:' ~.; . ,~~; r; \' ~ I , , , ; " I " ;: =.3 ~ " ,:.., : , ~, ~~,,:. ~;t\ t :'~.lIJl :.<.i .', ~:i.__ l) ;\. ; \~,~ \",~;.~;'-) April 7 J 2006 IICharles H. Wellington/Mary Gay Geigel 734 Church Road /2367 Canterbury Road York, PA 17404-1318jUniversity Heights, OH 44118 \Y.\.CHOVIA SECIJRITU:S RE: Estate Margaret T. Wellington Dear Mr. Wellington! Mrs. Geigel: Listed below are the dates of death values for your mother's date of death. The date of death was a Saturday so we priced the account for Friday before her death and Monday after he death. March 24, 2006 High Low Mean 8 Agere Systems Inc. 514.40 514.19 514.30 2,953 AT&T $27.40 527.08 527.24 27 Avaya Inc. $12.08 511.81 511.95 121 Comcast Corp. New A $26.69 526.39 526.54 10,Boo General Electric Co. $34.125 $ 3 3.89 $34.01 4,000 Keycorp New $37.34 $37.10 $ 37.32 324 Lucent Technologies Inc. 5 3.13 5 3.00 53.07 30 NCR Corp. New 539.31 $39.02 $39.17 5,800 Wyeth 549.99 $49.45 $49.72 Money Market fund 561,887.16 Interest to March 24, 2006 $108.72 $61,995.88 March 27, 2006 8 Agere Systems Inc. 514.48 $14.20 $14.34 2,953 AT&T 527.42 527.28 $27.35 27 Avaya Ind. $12.00 $1 1.89 $I 1.95 121 Comcast Corp. New A $26.77 526.40 526.59 10,800 General Electric Co. $33.94 533.69 533.82 4Jooo Keycorp New $37.36 $37.11 537.24 324 Lucent Technologies Inc. 5 3.16 5 3.07 5 3.12 30 NCR Corp. New $40.00 $38.95 $39.48 5,800 Wyeth 549.94 $49.10 $49.52 Money Market fund 561,887.16 Interest to March 27,2006 5122.31 $62,009.47 of further assistanceJ please give me a call. " ~M&rBank A ACCOUNT NO. ACCOUNT TYPE .-- STATEHENT PERIOD PAGE APR.08-HAY.09,2006 1 OF 1 2676016104 CLASSIC CHECKING 00 0 04350H NH 017 18074 MARGARET T WELLINGTON 827 MANDV LN CAMP HILL PA 17011-1536 TRINDLE ROAD OFFICE BEGI....ING DEPOSHS$ . . OTHER CURRENT ENDING . BALANCE OTHERADDlTIOHS CHECKS PAlO SUBTRACTIONS INTE~EST PD ISAlAMtE .. NO. I AttOUNT NO. I AHOUNT NO. I AttOUHT 3,286.18 01 0.00 01 0.00 1 I 3,286.18 0.00 0.00 ACCOUNT SUMMARY POSTING . . DEPOSITS, INTEREST CHECKS & OTHE!R OAILY . . DATE TRANSACTIoN DESCRIPTION & OTHER ADDITIONS SUBTRACTIONS ISALANtE:' : 04-08-06 BEGINNING BALANCE $3,286.18 04-13-06 CLOSEOUT 3,286.18 0.00 ENDING BALANCE $0.00 ACCOUNT ACTIVITY FOR QUESTIONS ABOUT YOUR ACCOUNT CALL 1-800-724-2440. NEED A HORTGAGE? "&T CAN HAKE IT HAPPEN. WE OFFER HORTGAGES FOR CUSTOHERS WITH: - LITTLE HONEY FOR A DOWNPAYHENT OR CLOSING COSTS - THE NEED TO ~XIHIZE THEIR LOAN AHOUNT - DIFFICULTIES DOCUHENTING THEIR INCOHE OR ASSETS. TO FIND OUT ttORECALL 1-800..557-0535 OR VISIT H&T AT WWW.~NDTHORTGAGE.COH. H&T IS AN EQUAL HOUSING LENDER. .. 'XIeA !' i031 rl:1M&rBank . . · -c::. ACcOuNT NO. ACCOUNT TYPE 15004200944567 "&T "ARKET ADVANTAGE STATEMENT PERIOD PAGE "AR.14-JUN.1312006 1 OF 1 00 o 04350" NH 017 17872 MARGARET T WELLINGTON 827 MANDY LN CAMP HILL PA 17011-1536 INTEREST PAID YEAR TO DATE 279.54 TRINDLE ROAD OFFICE . BEGINNING . DEPOSITS & WITHDRAWALS a OTHER . . CURRENT ENDI~ BALANCE OTHER ADDITIONS .suafRACTIONS INTEREST PAlD BALANcE NO. I AttOUNT NO. T AttOUNT 421869.58 11 700.00 IT 431640.16 70.58 0.00 ACCOUNT SUMMARY . ~TING:. DAtE ... ACCOUNT ACTIVITY DEPOS1TS:,IHTEREST & OTHER:: ADblTIoNs: DAILY BALANCE 03-14-0 BEGINNING BALANCE 03-24-0 DEPOSIT 04-13-0 INTEREST PAY"ENT 04-13-06 CLOSEOUT 700.00 70.58 $421869.58 431569.58 431640.16 0.00 ENDING BALANCE $0.00 ANNUAL PERCENTAGE YIELD EARNED = 1.99 Z A $11000 FOR YOUR THOUGHTS? CONDUCT A TRANSACTION AT YOUR LOCAL BRANCH BETWEEN .JUNE 13 AND JULY 21, 2006 TO RECEIVE AN INVITATION TO PARTICIPATE IN OUR CUST~ER SERVICE SATISFACTION SURVEY. COHPLETE THE SURVEY FOR A CHANCE TO WIN A GRAND PRIZE OF $1,000 OR ONE OF FIVE $100 PRIZES! ! IYIAA I1/ml PS E (l-~! 11111111 P.O. Box 67013 {717} 234-8484 (Harrisburg) Harrisburg, PA 17106-7013 {800} 237-7328 {Nationwide} website - http://www.psecu.com Pennsylvania State Employees Credit Union FREE BILL PAYER SERVICE SAVES YOU TIME & MONEY! YOU TELL US WHO TO PAY AND WHEN- WE DO THE REST. SIGN UP THROUGH PSECU~HOME~ TODAY! JOINT ONNER MARGARET T WELLINGTON C/O CHARLES WELLINGTON CO-EXEC 134 CHURCH RD YORK PA 11404 PAGE 1 :~:l:l'j:~:j:_~:':':::~.:~:~ : .:: .::' ....:: ~~~~~:. ...::::.. ."::".;~i:_::::'~.~:1 ~~ J..:.j'~:~.~:::':l::;::::'::::::::::'_:':'<"';:: 04/01 ID 01 REGULAR SHARES BEGINNING BALANCE 28813 94 04/04 PAYMENT: DIVIDEND 2 31 28816 31 v( .. ..... ..... A~NU~L PERCENTA~E YIE~D ~A~~~~ 1. o~~ FRO~ ~~~.~J/~6 THRO':JG~ O~(03!.~6 . .'~I~_i&;\~I..l_r~~~;j~~;lIfIT:;~~~I:::::,:;"~;";;~::' 04/04 ID 01 REGULAR SHARES CLOSED DIVIDEND YTD: YEAR TO DATE 13 30 DIVIDEND YTD. IN 2005 225.11 i.~~~~~~~i;;~;~:!':!:;,":?~~, :'::::::::: ..'.....f.$.::::;:;............I::;:::;:::::::::Jl.:m6ftlWND.IIEG1rlU.EROI.l]Lu.s.tnllEA$.URY...3.n'i............,..............Jfff~ll........ ...... .. ... .Zi4i!l.lta~:t~&a49 ~lK4'Z. ..... TYPE: sot SEt ID: 3031036030 04/03 PAYMENT: ADJUSTMENT ACCOUNT ADJUSTMENT: 2341 00- 12604 42 . ~40 - QIRECT DE~OS~T 30.~~~~.~.Q~~ ... . . ~~ti,~jE;~G;;'~;~~!~; 04/04 WITHDRAWAL TRANSFER TO SHARE 01 . T 12604 68- 0 00 04/04 ID 04 CHECKING CLOSED DIVIDEND YTD:. YE~R TQ ~~TI; . . . . . 8.83 ---=~i~~f,i!;~~:' TOTAL DIVIDEND YTD: IN 2005 255 44 IIli~rl~:llt.~,!f~]~_I~i~fit!'~~~~(~,~i~~:f~;~~;;i~~. l~ii~_~'iiii;l~I~.11~11_il~~~li~;~ii;~j'i:";::;]-;!~J;:,i~:;,~,]i:"i: 0101 000 054 2 4090795 . N.EILL Funeral Home Inc. Mr. Charles Wellington 734 Church Road York, PA 17404 Services For: Margaret T. Wellington Services 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Elite Wood - Cherry Rose ....... . . . . . . . . . . . . . . . . . . . . Flowers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Death Certificates ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Patriot News Obituary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Meadville Tribune. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pittsburgh Post . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Market Square Presbyterian Church ................... Package Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7PM 665 HD PEMBROKE CHERRY . . . . . . . . . . . . . . . . . . . Musician - Pierce Getz . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total Funeral Charges Adjustments (Payments) 3401 \-larket Strcel Camp Hill, PA - 170] I-H28 tel 717 737-8726 fax 717 737-1859 Rebecca J. Donahue. Supervisor Balance Due on Account 3501 Derry Street Harrisburg, PA - 17111-1817 lei 71 7 564-2633 fax 717 561-9918 Stephen J. Wilsbach, Supervisor May 4, 2006 Ref No.: 1003229 I COG 031 1,935.00 515.00 205.00 315.00 515.00 415.00 315.00 205.00 100.00 235.00 313.00 90.00 155.40 50.00 205.80 100.00 (370.00) 6,395.00 75.00 $ $ $11,769.20 (11,769.20) $ $0.00 Member of ALDERWOODS GROUP . . " .., . Hilton Harrisburg & Towers Wellington Luncheon Mr. Charles Wellington Add On Signature Date 3/30/06 Food Detail Items Unit Cost Deli Buffet $18.95 30 Name Room Metro C Extension $568.50 Total Food 18% Gratuity Floral Arrangements Sales Tax Check Total Check # 8908 $568~50 $102.33 $60.00 $34.11 $764.94 '" ,~. . LAST wn..L AND TESTAMENT OF MARGARET T. WElliNGTON {--) /::~ . ~.:) r-...:. '~=:, ~.."" i:.;'\ ......... 1-';', ~3 .,' -,--' , -...,' . . ...,-::,~ '..:...J :;"~:2 It MARGARET T. WElliNGTON, of Hampden Township. ~t#~(i ~~~~~ ~ .--< >~ a. =';:: ....,.~ -+-1 Pennsylvania. declare this to be my Last Will and Testament. hereby revo1di~ any 2\tl pri~~ ~~ -'- i:J ',.'';' ~";~ wills and codicils. 1. I direct that all of my estate, of whatever nature and wherever situate, be divided into three equal shares, after payment of all my just debts. transfer taxes and expenses of administratioD. and I give. bequeath and devise one such equal share to my daughter, MARY GAY WElliNGTON GFlOEL. of Aurora, Ohio. or her issue. per stirpes, and I give, bequeath and devise one such equal shaie to my SOD. CHARLES H. WElliNGTON. New Cumberland, Pennsylvania. or his issue, pet stirpes. and I give. bequeath and devise one such equal share unto my trustee. hereinafter named. in trust nevertheless, for my SOD JOHN STANLEY WElliNGTON, JR.. of Meadville, Pennsylvania, under and subject nevertheless to tenns of said tnlSt hereinafter stated. .... 2. If my danghter. MARY GAY WElliNGTON GEIGEL. sball predecease me, without issue, then I give. bequeath and devise her share of my estate to JOHN STANLEY WElliNGTON t JR.. in trust nevertheless subject to the terms and conditions hereinafter set forth in Paragraph 3. and to my son. CHARLES H. WBLIlNGTON. or his issue, or to the survivor of them. If CHARLES H. WElliNGTON predeceases me without issue. I give, bequeath and devise his share of my estate to my daughter. MARY GAY WElliNGTON GEIGEL. or her issue. <.;)1' " 3. During the lifetim.eot>mysOJl, JOHN STANLEY WBLUNGTON, JR., my trustee shall hold the corpus of the trust hereby created for the sole and exclusive benefit of said beneficiary, and shall pay to him at least as often as quarterly the income ~ized from said trust. Further, the trustee, may, in its sole discretion, distribute, from time i to time, such amounts of the principal of said trust as the trustee may determine shall be neeessary for the reasonable educational expenses of said beneficiary's children, without regard fat strict equality of shares of principal so paid, but with due consideration for any and all other soUrces of income and estate available to each cbild. Upon the death of said benenciary, the trust shall terminate. and trustee shall distribute any ~"ining undistributed income and all of said principal to the issue of JOHN STANLEY WELUNGTON, JR., per stirpes, or if all of the issue taking are of the same class, then such distribution shall be per capita. Should the said beneficiary die without issue, the entire proceeds of said trust shall be distributed equally between MARY GAY WELUNGTON GEIGEL, or her issue, per stirpes, and CHARLES H. WELUNGTON, or his issue, per stirpes, except that if either of said alternate distributees shall have predeceased the original beneficiary, and without issue, his or her share shall be distributed to the surviving alternate distributee, or his or her issue, per stirpes. If neither of said alternate distributees, or their issue, survive the aforesaid beneficiary, then the entire proceeds of said tnlst shall be distributed to my intestate heirs. 4. No interest of any beneficiary hereunder shall be subject to antic~tion, pledge, assignment, sale or transfer in any mJlnnP-r, nOr ~ any beneficiary ~ve power in any manner to charge or e~ber his interest, nor shall the interest of any beneficiary be liable or subject in any mJlnnP-r while in the possession of my fiduciaries for any liability of such beneficiary. wheth~ such liability arises from his debts, contracts, torts, or other engagements of any type. 2 <<..... . , Any amounts. or. . assets. which. ate payable .or distributable .to a minor or incompetent hereunder may, at the discretion of my fiduciaries, be paid or d;istributed to the parent or guardian of such minor or incompetent, to the person with whom such minor or incompetent resides, or directly to such minor or incompetent, or may be applied for the use or benefit of such minor or incompetent. 6. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hereunder shall have the following powers and duties, without the necessity of notice to or consent of any court: (a) To sell, CODvey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at any time held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and. upon such terms and for such price as they may determine. (b) To distribute any of my property in kind, so long as all beneficiaries are agreeable to such distribution. (c) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate to them such duties. rights and powers as they may deteIIDine, and for such periods as they think fit. 7. I direct that all estate, inheritance, and succession taxes that may be assessed in consequence of my death... of whatever nature and by whatever jurisdiction imposed. shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of admini~tion. 8. All references to gender herein shall include the opposite gender. 3 ._ f . 9. l/iippOint..Tbe.~I1Oi1~/Mead~B~' or.itS~b8n\dng jnstiIution. of Mcadvi1le. Crawford coontY. pennsylvania. as the 'ftuSIel: of the Trust bereby created. and I appoint CflARLBS H. WELLINGTON and MARY GAY. WEUlNGTON GBlGEL. or the survivor of theIn. as the Bxec:utotS of this W'1Il. Should both of said persons be unable to serve or Cl)IIlinue to serve. I appoint in their place and stead as the Bllecutor the said Mellon Bank. JIurtber. I appoint Tbe Mellon Bank as the guardian of the estate of any minor c:l1ildIen taking 1JerC:IIIIder. I direCt that no fiduCiarY acting tJereUDder sbal1 be required to post security for the faithful perf()[IIIaIICC of such dutieS. IN Wfl'NESS WHEREOF. I MARGAREI' T. WELLINGTON. herewith set my hand to this. my last Will. typeWritteD. on five (5) sbcetS of paper iIJcluding the self-proving atteStation cIauSC and si.gnatUIl:S of witneSses. this 3t day o~ 1997. ~..' A_J;f ~~. ~) , ARBT T. Ot ~_ ~ ~t- IeSidin& at~ 11> h~ ' \lc If,Jrv- 'fL.. ,Lo:11v-- . Witnessed: residing at ~"""'1' rho/I I 7>"" . residing at - COMMoNWEALTH OF pBNNSYLV ANlA coUNTY OF (t\N\ \;by~"cl ss: ./.:.. ~ GAR E T 'I' ~ ~ W B L L I N G TON (t h e t est a t r i x ) <.-/ '-l ~'>.} NI, ter' . ~s 1!!.. MileY · a. . ' . (the \VitDeSSCS).. whose names are signed to t foregomg instt\1IIICIIl. bemg first duly sworn. each herebY declareS to the undersigned author