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Home My WebLink About03-14-07 (2) -.J lSDSbDlflllf7 REV-iS00 EX (06-05) PA Department of Revenue Bureau of Individual Taxes ~ PO BOX.280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY county Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 6 Date of Birth 172361062 07312006 01171945 Decedenfs Last Name Suffix Decedenfs First Name KIMMEL JOHN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WillS RLL IN APPROPRIATE OVALS BELOW [!] 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach Copy d Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82) D 4a. Future Interest Compromise D 5. Federal Estate Tax Return Required (date d death after 12-12-82) D 7. Decedent Maintained a LN' Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) ng D 10 Spousal pov~ Credit ~date of death D 11. Election to tax under Sec. 9113(A) . between 12-31 1 and -1-95) (Attach Sch. 0) File Nl.mber 1018 MI F MI ~PONDENT . THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Num~ JAMES D. BOGAR 71773~8761 ~ :'c~ ~ :::: REGISTEROJl~ U~ONL" .-. ,--'rl -- Rrm Name (If Applicable) BOGAR & HIPP LAW OFFICES First line of address - ~; -:-'?~ <"" J .,_.~....... ONE WEST MAIN STREET Second line of address =~ City or Post OffIce SHIREMANSTOWN DATE FILED State PA ZIP Code 17011 Correspondent's e-mail address: ..(:""' ~: "R U1 0) Under penalties of peljury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct an complete. Declaration of prepa other than the personal representative is based on all information of which preparer has any knoWledge. SIGNATURE OF PE N RESPO SIBLE FI NG R RN DATE " ~ Lois A. McKeon James D. Bogar iremanstown, PA 17011 Side 1 L lSDSbDIf:LlIf7 lSDSbDlflllf7 ---I --.J lSDSbDlf2llf6 REV-1500 EX Decedent's Name: John F. Kimmel 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) D Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D 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/Sec 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, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 1"'41aX8ble at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 51,717.31 16. 0.00 17. 0.00 18. 19. Tax Due. ...... ................. ........... ............ .................... .............. ........... .................... ..... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L lSDSbDlf2llf6 Decedenfs Social Security Number 172361062 142.38 14,787.82 59,140.05 7 4 , 0 7 0 .. 2 5 22,224.59 128.35 22,352.94 51,717.31 51,717.31 0.00 2,327.28 0.00 0.00 2,327.28 D lSDSbDlf2llf6 ---I REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-06-1018 DECEDENTS NAME John F. Kimmel STREET ADDRESS 2311 Gettysburg Road CITY I STATE IZIP Camp Hili PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 2,327.28 0.00 Total Credits (A + 8 + C) (2) 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (SA) (58) 2,327.28 2,327.28 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;.................................................................................. b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or... ............. ...................... ................. ................ ................ ............. ..... ......... d. receive the promise for life of either payments, benefits or care?............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. .................. ............... ........... ......... ............... .......... .............. ....... .................. D 3. Did decedent own an Kin trust for" or payable upon death bank account or security at his or her death?......... D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?....... ..... ..... ................ ....... ...................... ............. ............ ................... ............ [!] D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~ ~ [!] [!] 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 exemot 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. . < Rft.1103 EX+ (&-eI) . SCHEDULE 8 STOCKS & BONDS COMMONWeALTH OF PeNNSYlVANIA N-lERITANCE TAX RETURN RESI:lENT DECEDENT Kimmel, John F. FILE NUMBER 21-06-1018 ESTATE OF All property joIn11y-owned with right of SUI'YIvor8hIp must be claclOMd on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 894650100 9 shares of Tredegar Industries Inc - Common Stock 15.82 142.38 TOTAL (Also enter on Line 2, Recapitulation) 142.38 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Tredegar Corporation Historical Price Lookup Page lof2 1redeDl I A global manufacturer of plastic films and aluminum extrusions. COAPORATI,ON Home About Tredegar Our Businesses Investor Relations News Car Investor Relations Earnings Annual Reports Proxy SEe Filings Financial Summary Stock Information -7 Stock Quote -7Stock Chart -7 Historical Price Lookup -7 Investment Calculator -7 Stock Splits &. Dividends Presentations Analysts Shareholder Services Information Requests Historical Price Lookup Edgar-Online. User agreement' applies. Historical and current end-ot-day data provided by Interactive Data Corp. Intraday data is at least 20-minutes delayed. All times are ET. Intraday data provided by S&P Comstock and subject to terms of use. Symbol: TG (Common Stock) Lookup Date: July "Ill 131111 l200~,_ [ . Submit J Date Requested: 07/31/2006 Closing Price: $15.82 Volume: 69,000 Split Adjustment Factor: 1.0000:1 Open: $15.91 Day's High: $15.98 Day's Low: $15.46 The Closing Price, Open Day's High, Day's Low, and Day's Volume have been adjusted to account tor any stock splits and/or dividends which may have occurred tor this security since the date shown above. The Actual Price is not adjusted for splits or dividends. The Split Adjustment Factor is a cumulative factor which encapsulates all splits since the date shown above. The stock price performance shown on the quote above is not necessarily indicative of future price performance. Tredegar Corporation does not own or maintain the Historical Price Lookup page on this Web site. CCBN owns and maintains this page. Neither Tredegar nor CCBN guarantees or warrants the accuracy, completeness, or timeliness of the information on the Tredegar Historical Price Lookup page. Visitors to the Tredegar Historical Price Lookup page should not rely on the information on this page for investment purposes. Neither Tredegar Corporation nor CCBN will be liable for any loss or damages, whether direct, indirect, incidental, special, consequential, or exemplaryl that arise from reliance on information on the Tredegar Historical Price Lookup page or from investment in Tredegar stock. Legal Notice &. Privacy Statement FAQs Contact Us Quick Finder "j1;S~ @ 2003-2006 All Rights Reserved Tredegar Corporation http://ir.tredegar.comlphoenix.zhtml ?c=90262&p=irol-stocklookup&t=HistQuote 12/6/2006 . . Rw.1108 EX+ (6-81) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMON\'\EAL TH OF PENNSYLVANIA NHERITANCE TAX RETURN RESI)ENT oecEOeNT Kimmel, John F. FILE NUMBER 21-06-1018 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property joinlly-owned with the right of .wvIvorshIp ..... be chcIOHd on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Holy Spirit Provider Services - Refund for overpayment 40.00 2 Pennsylvania Bar Institute - Accumulated sick and vacation pay (gross amount due 3.988.38 $4,318.77, net check amount $3,988.38) 3 Pennsy~vania Bar Institute - Final Paycheck 653.86 4 PNC Bank - checking account number 5140168166 7.398.74 5 Tredegar Corporation - Payment in lieu of uncashed checks 6.84 6 1992 Ford F-10 Pickup - VlN # 1FTEF14N6NKA63194 - Sold at private sale 1,700.00 7 1993 Ford Explorer - VlN # 1 FMDU34X7PUAI4Z82 - Sold at private sale 1.000.00 TOTAL (Also enter on Line 5, Recapitulation) 14.787.82 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA.1500 Schedule E (Rev. 6-98) G PNC13AN< December 12, 2006 James D. Bopr One West Main Street Shiremanstown, P A 17011 RE: Estate of Jobn F. Kimmel aka John Kimmel, deceased SSN: 172.36-1062 DOD: 7/31/2006 Dear Mr. Bogar: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking AeeouDt Account #5140 168166 Established 02/20/1987 J FREDERICK KIMMEL DOD balance: $7,398.74 (non-interest bearing) The decedent maintained Loan Acoount (ILA #4001008110754461). For t\Jrther information, please call1.888-762..226S. Select option 1, then option 3, and then 0 (zero). After pressing ZCTO, please remain on the line to speak to a Loan Service Representative. (We do Dot bave attess to Loan information, you mast eoJltact the Loan Area at the above Dumber for farther assistance). Please note that this office only provides date of death balanoes for deposit accounts (IRAs, CDs, Checking and Savinp accounts). We do Dot process .DY financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your looal PNe Bank branch office. ~WQ1J- Rachel1e Wells 1-800-762..1775 P7-PFSC-Q4-F 500 first Ave. Pittsburgh PAl 5219 Member FDIC TOTAL P.01 Rev.1510 EX+ (8-18) . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY Cat.lMClNWEAL l1i OF PENNSYLVANIA NHERITANCE TAX RETURN RESDENT DECEDENT Kimmel, John F. FILE NUMBER 21-06-1018 ESTATE OF This sc:hedule must be completed and filed if the answer to <ni of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. ITEM .............. '"~ . ........ OF . ,..... ...., I T DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Allstate Financial - Annuity No. GA207332 - 30.770.05 30.770.05 Shawn Arnold Is the named beneficiary. This annuity was originally purchased In 1996 as Glenbrook Advantage Annuity No. GA207332. 2 Pennsylvania Bar Institute - Pension,. Shawn 28.370.00 28.370.00 Arnold named beneficiary TOTAL (Also enter on Line 7. Recapitulation) 59.140.05 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule G (Rev. 6-98) Allstate Life Insurance Company S44 takcvicw Parkway V c::mon Hills, IL 60061 Telephone: (877) 499-6418 Fscsimile: (866) 635-4S23 ~AlIstate. FINANCIAL November 22, 2006 Charles E Little PNC Investments 2 East Main Street Mechanicsburg, P A 17055 Re: Frederick J Kimmel Contract No: GA207332 Dear Mr. Little: We have been requested to complete ms Fonn 712 with regard to the above rc:ferenced oontract.. The purpose of Form 712 is to provide an estate or donor with the value of a life Insurance contract or its proccc:ds as of a certain date (usually the owner's date of death or date of transfC2' of the contract). This contract is an annuity contract, which is not reportable on IRS Form 712. The following information is provided for estate purposes only as of the date specified: Date of Death: Annuity Value. as of Date ofDcath: Cost Basis: Named Beneficiary: July 31, 2006 S 30,770.05 S 0.00 Shawn Arnold ~c actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender Charges. . If you have any questions. please contact our Customer Care Unit at 1-87749900641 H. Sincerely, /h.-I 4-. O,LOv Margaret Dow Sr. Claim Representative . GLE~JBROOK UFE .A ~ ciflbe.All8tate ~ Glenbrook Life and Annuity Company P.O. Box 94042 Palatine, Illinois 60094-4042 J Frederick Kimmel 2311 Gettysburg Rd Camp Hill, PA 17011 September 5, 1996 RE: Glenbrook Advantage Annuity No.. GA207332 Thank you for choosing Glenbrook Life for this important purchase. We at Glenbrook Life are pleased to be working with ProVest Insurance Services, Inc. in order to provide you with quality products through the convenience of your financial institution. We're confident your Glenbrook Advantage Annuity will playa significant role in planning for your retirement or other savings goals. Several features make it ideally suited for these purposes: · 100% guarantee of principal. . Your annuity is backed by the strength and safety of Glenbrook Life and Annuity Company, a subsidiary of Allstate Life Insurance Company. · Competitive interest rates, guaranteed for 1, 3, or 5 years, allow you to diversify your investment. - At the end of the guarantee period, and every year thereafter, a new renewal interest rate will be declared. · Deferral of taxes on interest earned allows your money to grow faster.. · You can withdraw up to ten percent of the account value each year without incurring a withdrawal charge, should you need the funds. These withdrawals can be arranged on a systematic basis. (Withdrawals may result in taxable income, and prior to the owner's age 59 1/2, may be subject to a 10% tax penalty.) · Several payout plans allow added flexibility when you decide it is time to receive an income from your Glenbrook Advantage Annuity. · You will receive quarterly statements which will keep you informed on the performance of your annuity. We encourage you to review your contract for the details of all provisions, and to ensure that it reflects the choices you have made. If you have any questions regarding your annuity, please contact your representative at your financial institution. Thank you again for choosing Glenbrook Life and Annuity Company. We look forward to providing you with the best quality service and products. AH ANNUITY DATA CONTRACT NUMBER: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . GA207332 ISSUE DATE: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . August 27, 1996 INITIAL PURCHASE PAYMENT: AMOUNT ..................................... $ 23,330.10 GUARANTEE RATE ............................... 5.75% FOR ONE YEAR MINIMUM GUARANTEED RATE . . . . . . . . . . . . . . . . . . . . . . . . . 3.00% OWNER: ........................................... J Frederick Kimmel ANNUITANT: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J Frederick Kimmel AGE AT ISSUE: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 SEX: ......................................... Male. PAYOUT START DATE: .............................. January 17,2035 RELATIONSHIP TO OWNER BENEFICIARY PERCENTAGE Shawn Arnold Son 100% DGPA94 ". PENNSYLVANIA BAR INSTITUTE Continuing Education Arm of the Pennsylvania Bar Association ~ BRINGING EXCELLENCE TO CLE November 30, 2006 James D. Bogar, Esquire Law Offices of James D. Bogar One West Main Street Shiremanstown, Pennsylvania 17011 Re: Estate afJohn F. Kimmel Dear Mr. Bogar: Thank you for your letter of November 17, 2006, regarding the above noted matter. I also want to acknowledge and thank you for the assistance that Beth in your office has provided. She has been very helpful. Enclosed are the following checks: 1. ADP check # 50735967 payable to the Estate of John F. Kimmel for $4,318.77 (gross) representing accumulated sick and vacation pay at the time of Fred's death. 2. PBI Check # 7136 payable to John F. Kimmel for $653.86 to replace the net amount of ADP check # 50605751 issued 7 /27 /06 which was never cashed. Further, in accordance with your request, I am confirming that John F. Kimmel (Fred) was employed by PBI at the time of his July 31, 2006, death and that he was a participant in the Pennsylvania Bar Association and Pennsylvania Bar Institute Pension Plan. The actuary has determined that afthe date of death, the lump sum value of this benefit was $28,370. The named beneficiary was / is Fred's son-Shawn F. Arnold, who may elect to receive this distribution as either a lump sum or in the form of an annuity. We will coordinate directly . with Shawn and the actuary on this matter. If you have any questions, or require additional information, please let me know. Sincerely, fj~ lo. B. Hanawalt, Director F' ance & Administration Pennsylvania Bar Institute Enclosures 5080 Ritter Road, Mechanicsburg, Pennsylvania 17055-6903 800.247.4724 · Fax: 717.796.2348 · www.pbLorg . E-mail: info@pbi.org REV.1151 EX+ (12-89) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Kimmel, John F. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06-1018 ESTATE OF ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT See continuation schedule(s) attached 10,890.60 1. ADMINISTRATIve COSTS: Personal Representative's Commissions B. . Lois A. McKeon Social Security Number(s) I EIN Number of Personal Representative(s): 206-32-1257 Street Address 633 Allen Street City New Cumberland State PA Zip 17070 Year(s) Commission paid 2007 200.00 2. Attorney's Fees Bogar & Hipp Law Offices 5,800.00 3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees 105.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 5,228.99 TOTAL (Also enter on line 9, Recapitulation) 22,224.59 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX. (6-88) . SCHEDULE H.A FUNERAL EXPENSES continued COMMON1I\EAlTH OF PENNSYLVANIA NHERITANCE TAX RETURN RESDENT DECEDENT Kimmel, John F. FILE NUMBER 21-06-1018 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Gingrich Memorials 1.680.00 2 Musselman Funeral Home 6.420.60 3 Rolling Green Cemetery 2.790.00 Subtotal 10.890.60 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (8-18) . SCHEDULE H.B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH ry; PENNSYLVANIA INHERITANCE TAX RETURN RESDENT OECEOENT ESTATE OF Kimmel, John F. FILE NUMBER 21-06-1018 ITEM NUMBER DESCRIPTION AMOUNT 1 A to Z Tax Service - Preparation of Final Personal Income Tax Returns 63.00 2 Camp Hill Emergency Physicians 40.00 3 Cumberland Law Journal 75.00 4 Holy Spirit Hospital 50.00 5 James D. Bogar - Preparation of Power of Attorney for John F. Kimmel prior to his death 150.00 6 Patriot News 124.17 7 PNC Bank - Payoff of auto loan number 4001008110754461 3,752.82 8 Register of Wills - Short Certificates 8.00 9 Register of Wills - Short Certificates 16.00 10 RESERVES: - Cost to conclude administration of Estate including filing fee for PA . Inheritance Tax Return, Inventory and First and Final Account; preparation of Fiduciary Income Tax Returns 950.00 Subtotal 5,228.99 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX. (8-88) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONVVEAL TH OF PENNSYLVANIA INHERrrANCE TAX RETURN RESIDENT DECEDENT Kimmel, John F. FILE NUMBER 21-06-1018 ESTATE OF Include unrelmbursed meclClII expenses. ITEM NUMBER DESCRIPTION 1 Union Plus Credit Card VALUE AT DATE OF DEATH 128.35 TOTAL (Also enter on Une 10, Recapitulation) 128.35 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMONIJI/EAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Kimmel, John F. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal aistributions, and transfers under Sec. 9116(a)(1.2)] FILE NUMBER 21-06-1018 ESTATE OF RELATIONSHIP TO DECEDENT Do Not list TrustH(s' SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. 1 Shawn F. Arnold FP 5511 5706 Glade Pike Somerset, PA 15501 Misty E. King 643 Bethel Road Paw Paw, WV 25434 Son One-half of rest, residue and remainder 2 Daughter One-half of rest, residue and remainder T olal Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, 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 II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) .. INVENTORY REGISTER OF WillS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } Lois A. McKeon Personal Representative(s) of the Estate of John F. Kimmel (; File Number 21-06-1018 c:=; C) - ',~;~ (; c:-,\~~ -',') ,-' ~. j ..'-....... f~....) C"j c:> --J --~..'. --:-.'S1l!l ::J "-.', :,':',-1 ---') ~ ~.--_._) .,,- I \ ; ~ '-") ~::; deceased, depose(s) and say(s) that the items apQearing in the following inventory include all of the personat~~ts wheri~r situat~.: and all of the real estate in ttie Commonwealth of PennsYlvania of said Decedent, that the valuation placed opp~te each 'hm of 'said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned n real e~fe outside @Hhe ' Commonwealth of Pennsylvania except that which appears in a memor urn at the end of this inve ory. -:,.," co I verify that the statements made in this Inven- } tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unswom falsification to } authorities. Attorney - (Name) (Firm) (Address) (Telephone) James D. Bogar Bogar & Hipp Law Offices One West Main Street 717-737-8761 (Supreme Court 1.0. No.) 19475 DAlE OF DEATH 07/31/2006 LAST RESIDENCE 2311 Gettysburg Road Camp Hill, PA 17011 FIGURES MUST BE TOTALED DECEDENTS SOC. SEC. NO. 172-36-1062 Personal Property Cas h.......................... ..................................................................... Personal Property....... ..... ..... ...... .... .... .... .............. ..... ...... ...... ....... StoCks/Listed................................................................................. . Stocks/Close Iy Held...................................................................... Bo n ds...................... ....................................................................... Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Property. ............. .............. ....... ................. .... ...... ........... 12,087.82 2,700.00 142.38 Total Personal Property......................................... 14,930.20 Total Real Property................................................ Total Personal and Real Property......................... NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ~ 3301 (b)) Form RW-DS Rev, 10-13-2006 " INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21-06-1018 DATE OF DEATH 07/31/2006 Cash LAST RESIDENCE 2311 Gettysburg Road Camp Hill, PA 17011 DECEDENT'S SOC. SEC. NO. 172-36-1062 Holy Spirit Provider Services - Refund for overpayment 40.00 Pennsylvania Bar Institute - Accumulated sick and vacation pay (gross amount due $4,318.77, net check amount $3,988.38) 3.988.38 Pennsylvania Bar Institute - Final Paycheck 653.86 PNC Bank - checking account number 5140168166 7.398.74 Tredegar Corporation - Payment in lieu of uncashed checks 6.84 Total Cash 12.087.82 Personal ProDertv 1992 Ford F-10 Pickup - VIN # 1FTEF14N6NKA63194 - Sold at private sale 1.700.00 1993 Ford Explorer - VlN # 1 FMDU34X7PUAI4Z82 - Sold at private sale 1.000.00 Total Personal Property 2.700.00 Stock I Listed 9.0000 shares Tredegar Industries Inc - Common Stock 142.38 Total Stock / Listed 142.38 (Attach additional sheets if necessary) Total Personal Property and Real Estate 14.930.20