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Home My WebLink About08-14-07 .-J 15056041181 REV-1500 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 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 1~ I D(P O/L/5 Date of Birth 176-16-3944 02052006 09101921 Decedent's Last Name Suffix Decedent's First Name MI BRITTEN DALE A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 00 1. Original Return 0 o o o 2. Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required o 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 0 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 Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes 4. Limited Estate 00 o STEVEN H KAUFMAN, CPA Firm Name (If Applicable) SMITH ELLIOTT KEARNS & CO, LLC 717-243-9104 f"""'" = 19 BROOKWOOD AVENUE REGISTE _-:- CjVILLS USI!"6NL Y . "_. -r1 ;po. J "'0 c= - ~ C) c,-, ~~2~~ :;: .?;.) ~ ~; C") 0 g-n .&:'"" First line of address -0 Second line of address .-S ZIP Code :n '-l .3,2 oJ. TE FILED N City or Post Office State .&:'"" CARLISLE PA 17015 Correspondent s e-mail address:SKAUFMAN@SEK.COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which reparer has any knowledge. IBLE F. R FILING RETURN D tJ PRESENTATIVE ~.H- ~/';("I /~ /')0/.' PLEASE USE ORIGINAL FORM ONLY ~1b Side 1 L 15056041181 15056041181 --co WK4 T PA0305-001 91 ...J 15056042182 REV-1500 EX DecedenfsName: DALE A BRITTEN 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) OSeparate Billing Requested. . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) OSeparate 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 Subjectto 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 atlineal rate X.O ~ 7 8 2 , 16 9 . 93 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 Side 2 L 15056042182 WK4 T PA0305-Q02 91 Decedent's Social Security Number 176-16-3944 126,340.14 17,726.03 67,586.69 672,997.77 884,650.63 93,202.30 4,378.40 97,580.70 787,069.93 4,900.00 782,169.93 35,197.65 35,197.65 CD 15056042182 ...J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 0 6 - 0 14 5 DECEDENTS NAME DALE A BRITTEN STREET ADDRESS 7 GREYSTONE ROAD CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 35,197.65 35,000.00 1,842.05 Total Credits (A + 8 + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 36,842.05 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) 1,644.40 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (58) 0.00 A. Enter the interest on the tax due. 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 [ZJ b. retain the right to designate who shall use the property transferred or its income;............................................ 0 [ZJ c. retain a reversionary interest; or.......................................................................................................................... 0 [ZJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [ZJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [ZJ 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death?.............. 0 [ZJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [ZJ 0 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 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. WK4 T PA0305-003 91 REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Dale A. Britten 21 06-0145 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 jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 7 Greystone Road, Carlisle, PA - Proceeds from sale of real estate on 2/24/06 - settlement sheet attached Lot and garage, Village of Van Ormer, Reade Township, Cambria County, PA, Parcel no 49-022.A-122.001 assessed value $420.00, date of death value $1,340.14 using common level ration VALUE AT DATE OF DEATH 2 125,000.00 1,340.14 WK4 T PA0305-004 91 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 126,340.14 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Dale A. Britten FILE NUMBER 21 06-0145 ITEM NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. 1. 2 3 4 5 6 7 8 9 10 11 12 13 14 15 DESCRIPTION 5 Shares E-Trade Financial Corporation 20 Shares General Electric Co 10 Shares Amerada Hess Corp 10 Shares Hewlett Packard Co 10 Shares Home Depot Inc 10 Shares Internation Business Machines Corp 3 Shares Merck & Co, Inc 30 Shares Motorola Inc 10 Shares Oracle Corporation 20 Shares Sun Microsystems Inc 20 Shares Sunoco Inc 12 Shares Texas Instruments Inc 5 Shares Wal-Mart Stores Inc 142 Shares Prudential Financial Inc 3 Shares Freescale Semiconductor VALUE AT DATE OF DEATH 114.98 649.40 1,548.00 304.43 391. 85 797.95 101.20 636.38 122.90 87.45 1, 67 7..7 0 362.82 221. 55 10,633.67 75.75 WK4 T PA0305-005 91 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 17,726.03 REV-1504 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSEL Y.HELD CORPORATION, PARTNERSHIP OR SOLE.PROPRIETORSHIP ESTATE OF Dale A. Britten Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. FILE NUMBER 21 06-0145 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH WK4 T PA0305-006 91 TOTAL (Also enteron line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ~<:V-I"U" <:AT \tH:,tsj COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-l CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT ESTATE OF Dale A. Britten 1. Name of Corporation FILE NUMBER 21 06-0145 State_ ZIP Code State of Incorporation Date of Incorporation Total Number of Shareholders Address City 2. Federal Employer I.D. Number 3. Type of Business Business Reporting Year PrOducVService 4. Common $ $ Preferred Provide all rights and restrictions pertaining to each class of stock. 5. Was the decedent employed by the Corporation? ................................... DYes DNo If yes, Position Annual Salary $ Time Devoted to Business 6. Was the Corporation indebted to the decedent?.................................... DYes DNo If yes, provide amount of indebtedness $ 7. Was there life insurance payable to the corporation upon the death of the decedent? . . . . . DYes 0 No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-82? DYes DNo If yes, DTransfer DSale Number of Shares Transferee or Purchaser Attach a separate sheet for additional transfers and/or sales. 9. Was there a written shareholder's agreement in effect at the time of the decedent's death? . .. DYes 0 No If yes, provide a copy of the agreement. Consideration $ Date 10. Was the decedent's stock sold?................................................... DYes DNo If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedent's death? . . . . . . . . . . . . . . . . . . . 0 Yes 0 No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships?............. DYes DNo If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. A. Detailed calculations used in the valuation of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. List of officers, their salaries, bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. List those declared and unpaid. G. Any other information relating to the valuation of the decedent's stock. WK4 T '''0'OS-007 91 (If more space is needed, insert additional sheets of the same size) REV-1506 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT ESTATE OF Dale A. Britten FILE NUMBER 21 06-0145 1. Name of Partnership Address Date Business Commenced Business Reporting Year City 2. Federal Employer I.D. Number 3. Type of Business 4. Decedent was a 0 General State ZIP Code Product/Service 5. A. B. C. D. 6. Value of the decedent's interest $ 7. Was the Partnership indebted to the decedent? . . . . . .. . . . . . . .. . . . . . . . . . . . . . . . . . . . .. . DYes 0 No If yes, provide amount of indebtedness $ 8. Was there life insurance payable to the partnership upon the death of the decedent? . . . . . DYes 0 No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31-82? DYes 0 No If yes, DTransfer DSale Percentage transferred/sold Consideration $ Transferee or Purchaser Attach a separate sheet for additional transfers and/or sales. 10. Was there a written partnership agreement in effect at the time of the decedent's death? . . . . . DYes 0 No If yes, provide a copy of the agreement. Date 11. Was the decedent's partnership interest sold? ........................................ DYes DNo If yes, provide a copy of the agreement of sale, etc. 12. Was the partnership dissolved or liquidated after the decedent's death? .................. DYes 0 No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent related to any of the partners?.................................... DYes DNo If yes, explain 14. Did the partnership have an interest in other corporations or partnerships? . . . . . . . . . . . . . DYes 0 No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. A. Detailed calculations used in the valuation of the decedent's partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years. C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedent's partnership interest. WK4 T PA0305-008 91 REV-1507 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ITEM NUMBER I FILE NUMBER 21 06-0145 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ESTATE OF Dale A. Britten DESCRIPTION VALUE AT DATE OF DEATH WK4 T PA0305-009 91 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Dale A. Britten FILE NUMBER 21 06-0145 ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION Computershare Shareholder Services Shenandoah Life Insurance Co. Policy # 000145545 Coin Collection Members 1st Federal Credit Union - Principle Members 1st Federal Credit Union - accrued Int. Members First Federal Credit Union-IRA Savings Acct. # 8436-10 - Joint Beneficiaries with Judy S Britten 50% and Ronald H Britten 50% 1995 Plymouth Voyager Mini Van 2004 IRS Refund Accrued Interest on 2004 IRS Refund E-Trade Brokerage Account - Cash DeHarts Auction (Personal Property) Wheel Chair Sovereign Bank - IRA - Beneficiary - E. Britten VALUE AT DATE OF DEATH 56.80 1,321.69 3,635.00 22,658.08 0.62 5,193.34 1,330.00 7,335.00 373.00 8,226.87 1,218.00 4,900.00 11,338.29 WK4 T PA0305-010 91 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 67,586.69 REV-1509 EX+ (6-98) COMMONlNEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF Dale A. Britten If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER 21 06-0145 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Judy S. Britten 158 South Hanover Street Carlisle, PA 17013 Daughter a Ronald H. Britten 7506 Lairds Way Clarksville, MD 21029 Son C. Adrew Britten 30460 S.W. 188th Ave Homestead, Florida 33030 Grandson JOINTL Y-OWNED PROPERTY: lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INClUDE NAME OF FlNANClAlINSTITUTION AND BANK ACCOUNT NUMBER OR SIMIlAR DATE OF DEATH DECO'S VAlUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTl V-HElD REAl ESTATE. VAlUE OF ASSET INTEREST DECEDE~S INTEREST 1. A. 10/01/96 Members First Federal Credit Union Savings Acct. # 8436-00 .. - Joint with Judy Britten - Principle 34,495.48 50.0000 17,247.74 - Accrued Interest 3.78 50.0000 1. 89 2 A 10/01/96 Members First Federal Credit Union Checkin Acct. # 8436-11 - Joint with Judy Britten 0.00 - Principle 63,282.59 50.0000 31,641. 30 - Accrued Interest 1. 73 50.0000 0.86 3 A 10/01/96 Members First Federal Credit Union Money Management Acct # 8436-05 - Joint with Judy Britten - Principle 41,131.13 50.0000 20,565.56 - Accrued Interest 8.92 50.0000 4.46 4 A USSA Acct # 000006854444 - Joint with Judy Britten 302,163.14 50.0000 151,081.5 5 A USSA Acct # 00028371678 - Joint with Judy Britten - Principle 477,663.66 50.0000 238,831.8 - Accrued Interest 376.33 50.0000 188.16 6 A US Savings Bonds - Joint with Ronald Britten - Principle 60,000.00 50.0000 30,000.00 - Accrued Interest 76,720.00 50.0000 38,360.00 See attached addition schedule F 290,148.80 50.0000 145,074.4 TOTAL (Also enter on line 6, Recapitulation) $ 672,997.77 WK4T PA0305-011 91 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY ESTATE OF Dale A. Britten DESCRIPTION OF PROPERTY ITEM INClUDE THE NAME OF THE TRANSFEREE, THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH %OFDECDS EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1, TOTAL (Also enter on line 7 Recapitulation) $ This schedule must be oompleted and filed if the answer to any of questions 1 through 4 on the next page of the REV-1500 COVER SHEET is yes. FILE NUMBER 21 06-0145 WK4 T PA0305-012 91 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS I FILE NUMBER 21 06-0145 ESTATE OF Dale A. Britten Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 8 9 10 11 1. FUNERAL EXPENSES: Gibbons Funeral Home RH Kelly & Sons (setting stone at cemetery) Barb's Restaurant - Luncheon 6,803.70 110.00 237.40 2 3 B. ADMINISTRATIVE COSTS: 1 . Personal Representative's Commissions Name of Personal Representative(s) JUDY S BRITTEN S~tMdress158 S. HANOVER STREET City CARLISLE State~z1P17013 Year(s) Commission Paid: 51,000.00 2. Attorney Fees 22,521. 03 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant S~t Address City State_ ZIP Relationship of Claimant to Decedent 4. Probate Fees 5. 353.00 2,500.00 270.00 Accountanfs Fees 6. Tax Return Prepare"s Fees 7. Cumberland Law Journal The Sentinel (Legal advertising) Rowe's Print Shop Settlement costs on sale of real estate located at 7 Greystone Road, Carlisle, PA - Settlement sheet attached Commission on sale of personal property - Dehart's Auction 8,655.00 75.00 187.85 2.12 487.20 WK4 T PA0305-013 91 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 93,202.30 REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Dale A. Britten FILE NUMBER 21 06-0145 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 5 6 7 8 9 10 11 12 13 1. PP&L (electric service for Janaury and February 2006) Lowe's Credit Card Home Depot Credit Serivces PharMerica (medical supplies) PharMerica (medical supplies) Visa Sarah A. Todd Memorial Home (February 2006) Sarah A. Todd Memorial Home (March 2006) Borough of Carlisle (borough bags) US Treasury (tax payment) Alice O'Donnell (real estate tax on lot & garage in Cambria County) Amy Shellenberger (repairs to 7 Greystone Road, Carlisle, PAl Cambria County tax Claim Bureau (2006 real estate taxes; lot & garage in Cambria County) 41. 64 50.57 6.34 22.05 346.41 74.55 74.09 977.04 163.11 96.00 1,516.00 10.60 1,000.00 WK4 T PA0305-014 91 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,378.40 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Dale A. Britten NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS Dndude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 2 Judy S. Britten 158 South Hanover Street Carlisle, PA 17013 Ronald H. Britten 7506 Lairds Way Clarksville, MD 21029 3 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Son FILE NUMBER 21 06-0145 AMOUNT OR SHARE OF ESTATE 1/2 residuary 1/2 residuary ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15OQ COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS UCP Central PA 44 South 38th Street Camp Hill, PA 17011 WK4 T PA0305-015 91 TOTAL OF PART 11- 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) 4,900.00 4,900.00 . .~: REV-1514 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN (Check Box 4 on REV.1500 Cover Sheet) ESTATE OF Dale A. Britten FILE NUMBER 21 06-0145 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. o Will 0 Intervivos Deed of Trust 0 Other o Life or o Term of Years_ o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years 1. Value of fund from which life estate is payable .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $ 2. Actuarial factor per appropriate table ..................................................... Interesttablerate-D31/2% 06% 010% OVariable Rate % 3. Value of life estate (Line 1 multiplied by Line 2). .. . . . .. .. . . ... . .. . . .. . . .. . . . . . . . .. . .. . ... $ o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years_ 1. Value of fund from which annuity is payable .................................. . . . . . . . . . . . . . $ 2. Check appropriate block below and enter corresponding (number) . . . . . . . . . . . . . . . . . . . . . . . . . . . . Frequency of payout-D Weekly (52) 0 Bi-weekly (26) 0 Monthly (12) o Quarterly (4) 0 Semi-annually (2) 0 Annually (1) 0 Other ( ) 3. Amount of payout per period ............................................................ $ 4. Aggregate annual payment, Line 2 multiplied by Line 3 ..................................... 5. Annuity Factor (see instructions) Interesttablerate-D31/2% 06% 010% OVariable Rate % 6. Adjustment Factor (see instructions). . ..... . . . .... ...... . .... ... . . . . . . . . . . .,. . . ....... . . . . 7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period payoutis at end of period, calculation is: Line 4 x Line 5 x Line 6 '" . . . . . . . . . . . . . . . . . . . . . . . . . $ If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13 and 15 through 18. WK'T PA0305-016 91 (If more space is needed, insert additional sheets of the same size) REV-1647 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE M FUTURE INTEREST COMPROMISE ESTATE OF FILE NUMBER Dale A. Britten 21 06-0145 This Schedule is appropriate only for estates of decedents dying after December 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. o Will 0 Trust 0 Other (Check Box 4a on Rev-1500 Cover Sheet) I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY 1. 2. 3. 4. 5. II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving Spouse exercises such withdrawal right. 0 Unlimited right of withdrawal 0 Limited right of withdrawal III. Explanation of Compromise Offer: IV. Summary of Compromise Offer: 1. Amount of Future Interest. . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) . . . . . . . $ 3. Value of Line 1 passing to Douse at appropriate tax rate Check One 0 6%, 3%, 0 0% .......... . .. . .. . . .. .. . . $ (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate Check One 06%, o 4.50/0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ (also include as part of total shown on Line 16 of Cover Sheet) 5. Value of Line 1 taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) . . . . . . . $ 6. Value of Line 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) . . . . . .. $ 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) . . . . . . . . . . . . . . . . . . . . . . . . . $ WK4 T PA030S-017 91 (If more space is needed, insert additional sheets of the same size) REV-1649 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 0 ELECTION UNDER SEC.9113(A) (SPOUSAL DISTRIBUTIONS) ESTATE OF FILE NUMBER Dale A. Britten 21 06-0145 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement a separate form must be fired for each trust This election applies to the Trust (marital, residual A, B,By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is fisted on Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or sim- ilar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement Part A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113(A) trust or similar arrangement. Description Value Part B: Enter the description and value of all interests included in Part A for which the Section 9113(A) election to tax is being made. Description Value Part A Total $ f WK4 T PA0305-018 91 Part B Total $ (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF Dale A Britten FILE NUMBER 21 06-0145 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. Robert Young 158 South Hanover Street Carlisle, PA 17013 Grandson a Michael Britten 3434 Crestmoor Drive Woodury, Minnesota Grandson ~ Morgan Goodling 158 South Hanover Street Carlisle, PA Granddaughter JOINTLY.OWNED PROPERTY: LffiER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INO-UOE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL V-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 7 A US Savings Bonds - Joint with Michael Britten - Principle 17,500.00 50.0000 8,750.00 - Accrued Interest 28,180.00 50.0000 14,090.00 8 A US Savings Bonds - Joint with Judy Britten - Principle 92,000.00 50.0000 46,000.00 - Accrued Interest 102,796.80 50.0000 51,398.40 9 A US Savings Bonds - Joint with Andrew Britten - Principle 20,000.00 50.0000 10,000.00 - Accrued Interest 29,672.00 50.0000 14,836.00 , TOTAL (Also enter on line 6, Recapitulation) $ 145,074.40 WK4T PA0305-019 91 (If more space is needed, insert additional sheets of the same size) WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS H105.112 REV. 1/05 (FEE FOR THIS CERllFICA TE $6.00) LOCAL REGISTRAR'S CERTIFICATION OF DEATH CEAT. NO. T 6003S11 February 7,2006 Date of Issue of This Certiftcation Name of Decedent DALE A. BRIITEN First- Middle Last Sex Male Social Security N(). 174 - 16 - 3944 Date of Death Feb. 5. 2006 Date of Birth Birthplace Place of Death Sarah Todd Memorial Home Facility Name Van Onner, Pennsylvania Cumberland Carlisle Race White County City, BorolJgh or Township Pennsylvania Occupation Widowed Decedent's Marital Status Mailing Address Judy Britten Service Man ArmedForces? (Yes or No) 1000 W. South St., SarahTodd Memorial Home Carlisle, PA 17013 YES Number Street City -or TcWfJ Daniel J.. Gibbons State Informant Name and Address of Funeral Establishment Funeral Director Gibbons Funeral Home, 1085 Main Street, Coalport, P A 16627 Part I: Immediate Cause (a) Renal Failure (b) Congestive Heart Failure I nterval Between Onset and Death weeks weeks (c) (d) Part II: Other Significant Conditions CV A, CAD, OA Manner of Death Natural riJ Accident 0 Suicide 0 Describe how injury occurred: Homicide Pending Investigation Could not be Determined o o o Name and Title of Certifier William S. Kauffinan, M.D. Address 1921 Spring Road, Carlisle, P A 17013 (M.D., D.O., Coroner, ME) This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. T e orlginal c rtificate will be forwarded to the State Vital Records OfficeJor permanent Jilin . Feb~ 7 7.006 Date R~cejve by Local Reg'istrar 6391Tuion Street Street Address , C~rt 1~27 CI . Borough, Township STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND (First, Middle, Last! ~s tate of DALE A BRITTEN SHORT CERTIFICATE I, GLENDA FARNER STRASBAUGH Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 14th day of February, Two Thousand and Six, Letters TESTAMENTARY in common form were granted by the Register of said County, on the , late of CARLISLE BOROUGH in said county, deceased, to JUDY S BRITTEN (First, Middle, Last) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 21st day of March Two Thousand and Six. File No. PA File No. Date of Death S.S. # 2006-00145 21- 06- 0145 2/05/2006 174-16-3944 ~~~~ ~w~ ~ ~. ~~ ~~>) ~ ~ ) Deputy NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL LAST WILL &'\l'D TESTANENT OF DALE A. BRITTEN ? I, DALE A. BRITTEN, of the~'Ifet:-ough"'of, (:c,rd..l.(:;:~ County of Cumberland and Commonwealth of Pennsylvania, declare this to be my last will and revoke any will previously made by me. i ITEM II; I devise and bequeath ail of my estate of every nature and wherever situate as follows: A. One-half thereof to my son, RONALD H. BRITTEN, if he survives me by thirty (30) days. If my son, RONALD H. BRITTEN, fails to survive me by thirty (30) days, I devise and bequeath this share in equal shares to such of his children, MICHAEL BRITTEN and ANDREW BRITTEN, as survive me by thirty (30) days. Should my son, RONALD H. BRITTEN, and my grandsons, HICHAEL BRITTEN and ANDREW BRITTEN, all fail to survive me by thirty (30) days, this share shall be added to and treated as a part of the share created in paragraph B below. I have deliberately made no provision in this my last will for any children of my son, RONALD H. BRITTEN, other than the two children, MICHAEL BRITTEN and ANDREW BRITTEN, who are named herein. " B. One-half thereof to my daughter, JUDY S. [.(';60&i~i~~, if she sur- f. vi ves me by thi rty (30) days. If my daughter, JUDY S. GOOtlttNG, fails to sur- vi ve me by thirty (30) days, I devise and bequeath this share in equal shares to such of her children, ROBERTiD YOUNG and MORGAN "GOODLING as survive me by STONE, SAJER & STEWART Attorneys at Law 414 Bridge Street New Cumberland, Pa. 17070 Page 1 of 5 pages STONE, SAJER & STEWART Attorneys at Law 414 Bridge Street New Cumberland, Pa. 17070 _ l ->":i>.~"H">>-"',,,,~, J1~;~.'i- ~\' ~2~~":\~- thirty (30) days. Should my daughter, JUDY S.-GOOl}htNG, and her children, ,'\ ROBERT 5<. YOUNG and MORGAN GOODLING, all fail to survive me by thirty (0) days, this share shall be added to and treated as a part of the shares created in paragraph A above. J tl " '''~(.f - .,' . '~ < .,.', (, ,_'~- ~.;~ *' ~l.~ ,", X~j..o. 'i; ""-... {i't"';...:.i,-~~--,,-(:)< 'P,,)/..t~:,_., I appoint>~.&c"~jf,.-'N..A.~ of>New..Cumberlafld, Pennsylvania, ITEH -+fT'~ guardian of any property which passes either under this will or otherwise, to a minor and wi,th.respect to which I am authorized,to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. "t J 10'- ITEM I~L: I direct that all taxes that may be assessed in con- sequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. r/; ITEMI<J : - ..------- my last will. ;j'J? .,).~,:~:_:rT.:.,:..- J appoint my. daup;hter, JUpy ~~,.~~~Nt';', Executrix of this ." ... ,':,....,:1.:"',;,;.. ,," Should my daughter, JUDY S. GOOEHifNG, fail to qualify or cease to act as Executrix, I appoint my son, RONALD H. BRITTEN, Executor of this my last will. Page 2 of 5 pages STONE, SAJER 8< STEWART A ttorneys at Law 414 Bridge Street New Cumberland, Pa. 17070 ITEM V: I direct that my Executors- 0': gua.rdj ..1 U:S shall not be required to give bond for the faithful performance of tLeir duties in any jurisdiction. IN WITNESS WHEREOF, I, DALE A. BRtTTEN, the Testator, have hereunto set my hand and seal this)('2f-~ day of 1"L" y .__' 1986. () .// ~Ra{;k2i&~'u- (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by DALE A. BRITTEN, the Testator above named, as and for his Last Will and Testament, and in the pre- sence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. . .-/'Ji:ci~,-,c~ / /}),/ Witness /1 rc_ ./::6--- Ii- ---""::: U-~1/ , ,t { C c'--,-,.,)".<:-v......",( /}Gzl~ Address I V r1 , . -;-jf~, ~,_--!l---/.,/~".t.)..J:.-r'l/-(- (' Witness , , \, ,." c 'I r j ,/ f --.c.\ \ '1..\- f --< \: \! /( i!-1 (.J 'f".~ .-..... Address 'i/ /--1 / //-1 / I; ir:f-- /' / I Il ;,1 // , Ii _ I '._-!..VY-(.U..f/~t,!/, Page 3 of 5 pages STONE, SAJER & STEWART Attorneys at Law 414 Bridge Street New Cumberland, Pa. 17070 CO~lliONWEALTH OF PENNSYLVANIA: :88: COUNTY OF CUMBERLAND I, DALE A. BRITTEN, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and exected this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. Sworn to or affirmed to and acknowledged before me by DALE A. -{Iv BRITTEN, the Tes tator, thi s ,;( i? day of '-'$;t.{1 , 1986. O' ,/j /' /) C-t/ (I. ?') h . 'L~7'.-4,. ,f.:'..1-fVlX/,l..ri.' . - Notary Public BETH ANN HECKMAN. Notary Pllbllt ' New Cumberland, Cumbelland CO.,,. . Ntt Commission Ex,pirtt fie. 8, 1'. CO~ll10NWEALTH OF PENNSYLVANIA :8S: COUNTY OF CUMBERLAND VIe, \J); \. J" Ir ~,"'_,~ .--c,'.. 1"'- , I '\ C" .f- .JcJ ")\l~i~< t" __ \ // I<~~ Y :~'~'.) l~ -' ...d._ I' .J-.~_.~ ( !;).- t:'1:.. .-7,'-c'-./' I and ( the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and Page 4 of 5 pages STONE, SAJER 8: STEWART Attorneys at Law 414 Bridge Street New Cumberland, Pa. 17070 saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. /T/ ./f /) I-f'! ) /r'r/'/:A/~'>_,:: ' ,_" n."') U'.. this (.1, 2J day of 4i- /1 ~ /7 /j " 'J"'" / I____~ / 1"1 ./ ./1 '-;I- ---4kc;~<:~./ <tY.,'C:c.-q,./ \Jitnes~ . /i / rJ . ! ".-.//' ) /' --1; C .,.; f L{~' (..(...).. '/tCC' u. i_~~, ,i \, (~>'i. .(( Witness Sworn to or affirmed to and acknowledged before me by .J" ~. -f.~ /' /1, , , '()'. [I, ': ',.(l-i:.('2 i::L: ),1.., _ , ,Ji tnesses , ': ---- '!,' -f- /0;1;; '1" "V' ./.~ _,~_,l:.. /c, i_- (}, y{ 0....1 () and , 1986. ., ,/"-'J -rl',I.~I'...) ',_ '--;~ ~,f: Ii in/. ,/., I(,:-:::;'j/,-/(._~ r _ "', ___ Notary Public BETH ANN HECKMAN, Notarv.Pu~llc New Cumberland, Cumberland to.. Pa M.'I ~mm~~~ Expires feb; 8, 1911 Page 5 of 5 pages cttlcmcr t Statement U.S. Department of Housing ana UllJall UCVC1UjJllI"':ll\ G1 )~ of Loan IIA 2. OF: .HA 3. DConv. Vnin.. 6. File Number S OS." \ 0- 96 1.2TI 1 ~h1' form~, ~:~(iShed ~o glY8 )'o.u. .Ietementol aetu~1 18mement costs. "mounts paid to and by lhe ,elllemenl aOenl.'. shown. v::~:.~~. '. P.o.';;). w.'::::... ou,.... ,he do"no. 'h.Y". .hown h.'. 10' Informallon ","po... .nd ". no' ",du... In 'h.'ola" ,onY;C'on.: .. u .'0 ng'Y m." 1.1.. ...'.m.nls to ..~ Unl". Slalos on IhI. 0' .ny olll.' "m".~ 'orm. P.n..... upon . litlcExpress SetUemcr.' :;ys 1:::',\..QJ" ,^ Ie: Amy Shellenberger ,ME Or 1l0RRC WER: DDllESS' ,ME OF SELLE:'.: ,DDllESS' .ME 01' LENO[l(: \DDR['SS' lOPERTY AODiESS: The Estate of Dale A. Britten ,Tn.EMENT A,ENT: ^CF OF SFTT!.l'MFNT' Ohio Savings Bank 150 Fanninl!.ton Lane. LANCASTER. PA 17601 7 Greystone Road, Carlisle, PA 17013 North Middleton Township P A Real Estate Settlement Services, LLC 354 Alexander Sl)rin~ Road. Ste. Carlisle. PA 17013 'ITI FMFNT D '.Tr' 07/24/')00(, .- J SUM!,1ARY OF WFR'S TRANSACTION' K ~I "AMA :iELLER'S TRANSACTION: - GROSS AM' . ~nn ~D""" - Contract 5illcs..Uil'"'" 125 000.00 .n1 ..:.. - 125 ) 2.<L. Personal ProO<;.;'lV .n? ~p.ltlemf!:nt ch~Qp.~ 10 hnrrnwer lIinp. 140m 5 297.02 An' ~- .n. -_.-- ,.M - C i . ,riv,n~~ .- n advance .- Citvftnwn li1X{; ~ AM '.-..CllWI\XJuu. .n. ..- ~~ 02/24/061006/30/06 414.87 .n. 02/24/06'n 06/30 /06 ~- 414. l .n9 Q ..n 011 .- 1 , O1? ---- '0 GROSS AI,j,,""T 1'\111:: 130 711.89 ~?n ----- ._.,. .~. - 12 "~ JO AMOlJNT~ .MJllll ~nn 11\1 .,,<::, , <::0 Dp.Do~il Of f;.:' 5 000.00 cn< ..~ !L ~al..anj'n' 100 000,00 cn, "no, .- ':',024. )3 Fv.lslina loai ~[ cn, CnA ,'Mn .- Od <M .- 05 <06 - '06 .. ~01. Brokl!r ere,; 100.00 cn7 <nR ..- JOB <09 ..- ;:'09 -. 'M' . .alla. "n .- ~IlYtILW.. 01/01/06In 02/24/06 01/01/06In02/24/06 ..- '" County ta...~ 45.20 <11 .~ 1.12-SawllLla' ,. ", - ,,3 '" - ~n. <u - W~ <1< - "8 <1R ..- "7 C<7 .. 718 "" ~9--. <<0 _Z2Q.....IO.IN i' 105 145.20 "n T"T A' 'CD 9,069. .-W-CASli.U' '''0 F;nn r.ASH ,,- ,<::, 301 G[Q~dlQIIll1Jl 130 711.89 onl ",n<< :25.414.1 302 less a;;i'" 105 145.20 M? <'0\ 9,069. \ 303 CASH ,~n~" 25 566.69 F;n1 ,..AC::H TO ,,<::, <::0 .. 116.345.: sunsmUTE' ,OM ,01l0 SEllER STATEMENT: Tho Inre.mo'lon con,eln.. h.,.'n I. Imoonenl,., Inlorm.Uon en. I. b.,ng lum''''.. 10 'h. In,.rnol Royonv. S....;c.. II you .,. ,.qul,.d :c. ," · ..Iurn, o n.o"o.nce p'" .,IIy or olh.' sanc'on "'1" Impo.e. on you i1lhl. lI.m I. r.qulr.. '0 b. repone. .n. 1Il0 'RS .o'orminos'h.' il has not b..n r.porto.. Th. Convect Sa'o' PI;CO .osuibeo o. line "0\ .bove wnslilu'u \he Gross Proceeds of 1his 'ransaclion. You .,ot.qui.. , oy low '0 P'o,;.. 'h. ..,,,.m.n' .O.nt (F... T., 10 No: ) ""Ill you< ",,,.eI ...pay.,...nUncehon numb.'. II you, 0 no' prOYi.O you, COII.clI..P.YO' ideo "."cahon numb.r, you <r.., bo .ubj.d '0 g.;1 or crimln.1 ponolli.. impo..d by law. Un..r p.nome. 01 p.rjury, ,certify lIla'''' numb.' .hQWn on Ill.. ."I.m.n'I' my ",,,oc,',,poyo, '..n,'callon nu,' ". TIH:___----'----- SEllER(S)SIGNATURE(S): SEllER(S) NLW WI'L1NG ADDRESS: SEllER(S) P' lONE NUMBERS: (H) .lW) ./ to :8 ~ o M ~ c;~~B r;;~oor" o g LL 13 as 11:- ~ ~ t!l i a: '0 1_... '" eN.... => . ~ .., C l ~ tI) g N ....0 <ll .... CJ c: .... 2: ...", ON ii.-l~ e .... l. "" ,.., ", L!J .iJ 0 ::J a C ~ ~ e :s :;:) Ii' z 0 H << ::::I: - > -< . 'tl O~ 0 '" 0'" SNtnOI'""l 0'" ~ ("") 3"'z o. 0 g ffi~"'~"" r.; ._to Q.N 0 '.0, I'~ 0 Ol .' . ~ ~ - 2; :J ~ .. 8 o:~ '" ~ 11 :s ~I'~ '" O"''''C: ~w . '- ~ U = g) Ie '" u c: CJ =>::1 CJ <<CJ.... o"'....<<.iJ w.iJj;; o ~ ~ u ~ 81C: ~ x: ~ ~. ~ ~ ... c: o t- :..) u.J ...1 ...1 o o X < t- ...1 '<t ...1 ;b ~ 10 Z < o a. 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'~; "lto.:~ ,"""", " !~~~~ 1'~~ I~l.!~lllil~l~ "~~~d School Districts of CAMBRIA County ALL Go I County Information I Market Values I Common level Ratios I About Us I Contact Us I Other Links I Home (c) Cop~ right IlJ\)<J STEB Ef)WAf~[)G. RENDFlIJiOVEHN(l[\ http://www.steb.state.pa.us/schoo ldistmain.asp ?OptionCounty=CAMBRIA&Optionyear=... Page 1 of 1 ,~ / 5/29/2007 DaleA Britten Stocks Memo Fair Fair Per Share Value Market Market 2/3/2006 2/7/2006 Value as of Value as of DESCRIPTION Symbol QUANTITY Low....!:i!9!!.... Low....!:i!9!!.... Average 2/5/2006 1/31/2006 E-trade Account AMERADA HESS CORP AHC 10 Not available - used stmt date as of 1/31/06 1,548.00 1,548.00 E TRADE FINANCIAL CORPORATION ETFC 5 22.72 23.38 22.52 23.36 22.995 114.98 118.95 FREESCALE SEMICONDUCTOR FSLB 3 Not available - used stmt date as of 1/31/06 75.75 75.75 GENERAL ELECTRIC CO GE 20 32.53 32.89 31.97 32.49 32.47 649.40 655.00 HEWLETT PACKARD CO HPQ 10 30.25 30.9 30.06 30.56 30.4425 304.43 311.80 HOME DEPOT INC HD 10 39.26 39.82 38.36 39.3 39.185 391.85 405.50 INTERNATIONAL BUSINESS MACHINES CORP IBM 10 79.52 80.57 79.1 79.99 79.795 797.95 813.00 MERCK & CO INC MRK 3 33.45 34.26 33.19 34.03 33.7325 101.20 103.50 MOTOROLA INC MOT 30 21.05 21.8 20.61 21.39 21.2125 636.38 681.30 ORACLE CORP ORCL 10 12.18 12.38 12.21 12.39 12.29 122.90 125.70 SUN MICROSYSTEMS INC SUNW 20 4.38 4.51 4.24 4.36 4.3725 87.45 . 90.00 SUNOCO SUN 20 84.28 86.98 79.86 84.42 83.885 1,677.70 1,904.00 TEXAS INSTRUMENTS TXN 12 29.7 30.36 30.2 30.68 30.235 362.82 350.76 WAL-MART STORES INC WMT 5 44.3 45.05 43.56 44.33 44.31 221.55 230.55 7,092.34 7,413.81 Prudential Financial, Inc. Account PRUDENTIAL FINANCIAL INC PRU 142 74.5 75.15 74.6 75.29 74.885 10,633.67 Total Investments 17,726.01 "QUEST FOR COST BASIS INFORMATION AS OF 2/5/06 z/; ~/7 2/5/2006 DESCRIPTION SYMBOLlCUSIP QUANTITY LOW HIGH 2./3 2.1.12 l3.3g E TRADE FINANCIAL CORPORATION ETFC 5 2./7 22.52 "2..::' . ~(p '2-/3 ~2.53 32.8'1 GENERAL ELECTRIC CO GE 20 '2-/ 7 31.Q7 32.4<=t . l.\7.og 2-/3 t/S . 5'5" HESS CORPORATION HES 30 2./7 t..f(P.77 48.07 L./3 ~O. Z6' ?,a.<=tc HEWLETT PACKARD CO HPQ 10 1. J7 :'0.0 t.c 30. '5 ~ '2-1 ~ ::,9 . '2. Cp 39.ca2. HOME DEPOT INC HD 10 "'2./L~.~Co 3q . 36~ 1.(3 :7C, ~5 2- 80.S7 INTERNATIONAL BUSINESS MACHINES CORP IBM 101.1'7 79.10 79. <=19 ( 2-\3 33. LiS 3 Lj . 2.G:, MERCK & CO INC MRK 3 z./l 33. \~ 3Lt .03 "2/3 2\.00' 7.. \ . 90 MOTOROLA INC MOT 30 '2.J1 20. Co \ 2\.39 2-13 ,:2.18> 12.,38 ORACLE CORP ORCL 10 1./1 1t..2\ 12.39 LI3 W.39 L/.S"/ SUN MICROSYSTEMS INC SUNW 20 "'/1 L/. 2 4 4.3~ "~J 3 9ll. 28 St:o . 98 SUNOCO SUN 20 '2.17 7Cf .8ee 8Lf. (/2. 2./329.70 36.3(p TEXAS INSTRUMENTS TXN 12 1-/7 30.20 3o.G8 "l-J3 Lj4..30 t../s-.cs- WAL-MART STORES INC WMT 5 2/1 L/ '3 .S~ 4i.{. 33 I p ~ t^-- :z../3 74.so 75". IS' PRUDENTIAL FINANCIAL INC 701 1~1()? 142 '2./7 74. ~o 1~.29 I! . .. . .. 'a,C E S o u u:l III" Q C ~! ... lit * ~ III~ E3 w:J ~ c~~ Ol <( u t a:I o::Z~ L c( l r Z.5 Ol _ c: W IL ~ ...J ~ a :> 15 ~ t ~ 1: ::I o ~ '" 8 N M ~ III ::::J C III ""'l , ~ N ~ ~ III ::::J C III ""'l 'S 'C :. 15 I ! ~ m ..... m ~ 'if. ... co ~ f!! en ~ ~ ~ is :5 ... c o W ::I: ::c ~ ~ ~ o ::c ii! (.J en ~ ~ C5 ~ -= .! E ::I Z E J '" C) ~ .. III ~ f =a III "0 ~ ::c~ ':;; '0 ~ .> 0 on ~ 'if. ~ ~ III en 0 aJ (I) ~ ~ ~ en r.~ idi ~ i ~~ ~~ ~ ii! ... Q c W 5 Q ~ ~ "(;j iLl ~ ~ ~ "CWe( ~:a! ::c !z~~~ :J.!!!oG/l 01:1&.1 u ::::J ::c en uo~ 02 <( g () w~lIl... C U(/).!::- b. z2 ~::c 0 z i~ ~ ~ ~ ~ ~ffim~ g~ <3=:3:0 cw o (/) (/) ... v. Cl 2 g I~ a ~ ~ ~ 0~8&i ~ ~ c:lWi illO E ~ ~ Nai g.cri ~ ~~ ~ co 3 . 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Cl: ~~~~uaJz3=:~~~a::15~zz~~", <(~8~~d~~~~~~~0~~...3:~ 8 It) N lri N 8888 le~:g~ N"':c:i~ <')<')vco <') 0000 N............... .E: '" ~ .E: .E: .E: .E: CD CD (I) CD ~~~~ aJ ...J (/) U. w20~ ClII!!! a:: w u.. o on w t!J ~ ~ in 0- l/l ~ ~ .Q E III ~ 18 g ~5 iii' ... .. ..... <') l") N !ii l") ~ ... ..... w ~ ~ ..... E o o <Ii ] ti ~ ~ 1&.1 :e o CJ _Z 10- ~~ M:!i ......z o~ Z0 2.0 0Z ~9 -0 9::c ~!i 0::1 :IS ~~ ~Q ~ fii:e CJI= lEra ~~ ~~ CD ::: N N ~ -0 Qi !E ~ ~ ~ )( o aJ o ll... U ...J ...J '" III ~ :J o III l/l W a ~ l- . W Prudential ~ Financial ~ (omputershare + == - - == -- - ~ - - - == - -- == 001729 PO Box 43033 Providence Rhode Island 02940-3033 Telephone: 8003059404 www.computershare.com JUDY S BRITTEN EX EST DALE A BRITTEN 158 S HANOVER ST CARLISLE PA 17013 1111111,"111""1111..11...111111.1..1.1111'1.1.1.1..1..11,11 Prudential Financial, Inc. is organized under the laws of the state of NJ. Holder Account Number == C 0029825173 - ~ == " II "111111 II 111111111111 Company 10 SSNfTlN Certified PRU Ye6 Prudential Financial, Inc. . Direct Registration (DRS) Advice Transaction(s) Date Transaction Description I Total' Shares/Units I CUSIP I Class Description 08 Mar 2007 Sale -142.000000 744320102 COMMON STOCK Account Information: Date: 08 Mar 2007 (Excludes transactions pending settlement) Certificate Balance Held by You Current Direct I Registration Balance Total Shares/Units I CUSIP I Class Description 0.00 0.000000 0.000000 744320102 COMMON STOCK IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS. This advice is your record of the share transaction affecting your account on the books of the Company as part of the Direct Registration System. It is neither a negotiable instrument nor a security. and delivery of this advice does not of itself confer any rights on the recipient. It should be kept with your important documents as a record of your ownership of these shares. No action on your part is required, unless you wish to deposit your existing certificates, sell or request a certificate, or transfer your book-entry shares. Upon request, the Company will furnish to any shareholder, without charge. a full statement of the designations. rights (including rights under any Company's Rights Agreement, if any), preferences and limitations of the shares of each class and series authorized to be issued, and the authority of the Board of Directors to divide the shares into series and to determine and change rights, preferences and limitations of any class or series. Assets are not deposits of Computershare and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other federal or state agency. . 40UDR + 00ICS0092.G.DOM.EOS.B 2301001729100245 ..... !!!!!!II == 51 == II == EI g g iiii - - ~ 000138 tpmputershare Computershare Shareholder SeM:es Inc PO Box 43033 Providence Rhode Island 02940-3033 . Telephone: 800 305 9404 WNW.computershare.com + Prudential ~ Financial DALE A BRITTEN c/o MICHAEL A SCHERER 19 WEST SOUTH STREET CARLISLE PA 17013 1111111." III11 " ,111" " 1II1II111IIII111111111111111111111111 Holder Account Number C 0015860201 IND /111 i 1111111///11111111111 1/1 Check Number 0098087908 00 I CSOO92.G.DOM.C.EQS.B_23S1OOO I:!MOO 163/i .: Pntd~:'.tiarFlnar1ciarqn~1Retla~m~.~" .:. ..i~.; "",,",,,!J1.;~i'<.:;",;:''''''''''''''4:<':;'<'-')'''' ,.:,,<..i"'~"';" _'\~;"~....;.~'.,"""""';o;.~ ..~~~Ji%J~~~:\~~~~~*lm;~~J~~~~1fl~Xt;. . This check represents the replacement of one or multiple checks, or un-issued credits on your account. Please cash or deposit this check promptly, Payable Date I Description Amount Payable 14 Mar 2007 Payment - Other 56.80 . 16UDC PRU + OOl3RA This is a Replacement of the original check(s), Please deposit this check promptly. :-:..~'-;"-"- _..._........-'I.]I...'I'I..:[.lI...:I.II~:'.ltt~(ti:{.lIJ~I...HI.IC1:a~lIH~I:a"':'..h'..,~I~.,lr"".=-:II'I"':J~'" ,;:.,e. if//. .,', ,",'" ..:"" ;,' ,. ....,. ;,"nr'-;r'i <:....~.'};:.L M.~ ';;~~'1:;;;";;".!.:~J.~ :~,.'i,.~ '~M~)..';~t~~':~~~:~~V~,:;:.u.; ..' .... ~:#:;, (:::.'.. , ;. (.~';;, ." FrUif' i<R"~Fffiali :fi8I r;~5;~ !Pf.~r.f~ . ~"l~1ii~"ft:'(Y;;:t~;L ~Bank'oi Amerlci';:;" f:';:',. . ',; "'-: s.4.1278' . '. Ste~~,*,~".c~~q:::;~'.:;~~ ~~ ~~~!~1~~\}~~i~~;~".r.~~ \i;'~~7~":':' ~ay~,",' ..~~~~:~i:rj&xr. .1.. l"'i.~",;; ~: .~~~~;~t '{ .~i.~';".r~l}. f~\...k::f.:, "r.:"':~ '~~.....(:.....H' :...:..:'t'i:...\~:J~' ~.i. '.:','-.:1":;';;",. .... ~':I ...t-~'!~..-:>~,. . ".' ,:,'.. ,,r'~'.i' ,!,!tl,ij{;:,...;:-)Jt"'~'" ~;~". "!.: .:<-J",..- Y', .>.~:.......;t.~r~?~..~~~:2J..:~.(:~:,;~ ...~." ... '.*t :80~ .\ -. SHENANDOAH LIFE ~ INSURANCE COMPANY P.O. BOX 12847 - ROANOKE, VIRGINIA 24029 1-8ClQ..8.48..5. Policy: 000145545 DATE: 04/17/2006 Payee Name: ESTATE OF DALE MAJOR BRITTEN Check Amount: 1,321. 69 Description: DEATH OF DALE MAJOR BRITTEN CLAIM '0000016611 ~ o~~ $ ,~l ob ~~ ~ Check Number: 422082 User Id: CSRILE DETACH AT PERFORATION BEFORE DEPOSITING f'-:~J~~~~~~~~~~~'~~~I~s~~.i~~~~ml~~~~~I~'~;if~~;:~~*~:~~~i1t~.r~:~~;t'~Ilf~V-f5.1f~~-'-:."" '.:>::': '. ~..,.Vv"'~IA~.~.;:~-:~:'i:~ .' .;,', .~. >t.'.:'~ ~. H..:-.... :{.~. xt:,.h..... ".\"'~':F..;: .~ .t:r.....~t 'r,~ ..r';..-:r., ~ .,:.~ :'.::S:'.,.f'..'!~ 'i-.. ~.: ':'., 'es.nro. ~ ..... '. . "::- ...... 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PAY ONETHOl1SANb riiREE HuNDREo TWENTY-ONE AND 69ilOODOLl.ARS -:-';..':.'c ;; : . ::_\~f:~~~Ji~iil;LJ~1~2~<'.,,_:, /;~i~~~:~:~l:~.':'::'~'~;:'!;I;'-''..;'':''~;'~~;:<~' .";: :'. ..... ~ '..., , r ~.....: .'",~:.. ~..;."f'..,-~~.~~ "'!;..~~.....:...~-",.. -j ~~,,"~-~:''';;''.;.~ ;,,:'.,c:t ~.r..~...;~~..\'.f;.:-~ ':~',~;~~ ~ . '. ~'" . .., . ""1<~.~_''''''''}''''~''''\''.'' ~ ,', t.,..':.,.-_.I....~.... -l ';,'\ ,.... "-!"1':~;;" 411.-~, ~>.... !/,.", .~. .~ _.... _ '. '~:':' ..' ~'..... '. ~7- ,.,~. .. .. ~...~t~'lN"" c.lf: ~.o .'r.\.. J<S~'-' - ~.. .. - ~ .. .#.;..~.~ 7 -:Po ~ "!f ..:!~i t1": ~ iT. ~... ..... "1-:''-;- .~.. .. ..~,.., .. ~: ,;.'~..:;;.:..~.!:,W,.4.~:.J;~JI>.,;, . ~.~. ,::,;,.'~"'~ ~k~I"' ...,......~..~...:..:-~.-'-:t,;.~L ~.;. . '{}..~ t': .j~~.~'~~.l~';>.:"..;'..'tii...::~...J.:j,}...f.'"~;.:::...:.c;...,;".: J;'.~.~:~.:,,:'?;;" . ~. :..;. .q:';,:.,..."'~.~.~.~,."~! "'.~-~ .....'.,J.~.' .:~ '-f:;'!1' ;',. :' .......~ f. .. ,.. "",~-~.1t ~!.,.;c..~':~:><~.~;;r;lit:.:.~. "-,;;.,'''''':-~.....3~~,,~..-.:!. .'. ~~.",,",.-::: ' ~"~":~":':'::. TO THE ;'" ;,':.-'~J-....':l"",.,.. . ~a.'T r: ~..o F:..D A I ',"'" . JO R . B R I. T.,W:, . ~t>'--'; T:~~.~ ' -!""J.'-'~:r ,:~"rJ!".~~ .. '>'.:~;:-'. ....'.!.~.i... ..Y.)..,..:.:..'".;,,":.' .~, ~~..;;"':: .~"""''''' ..'t.. " ' . "''''' ..- .... 'll. ,,' ~r: 1];. t: .'. ... . '-c.'.. . '. ~'j:. .q:" .'. ..-.~. . ~ '~";::i.' . '... -'- .. r;:)))I .",., . 'l;"".~"'.. ...~~._.~.... O~De..~~~~ t~~:f\~:~~1~~~~?~~-~~:X':r.~~;W~H~:~~'\gt5<~~\~;~~'~~ ~\~~~i~Wtf'~~:.;,' }..~:ir.. .;;/'I';~?J~'{{!i:~~i~;t;~~i:::< ... ~C'~'~\;'kJ~,;:~gt~}t~~~.~~t~~~fi}~;~~~~~~~~~~;~;~~;(i~ J .:.~':!~J~tt:~~,>. ~~~~;~:V~<~rjiJf~~~it:::.. LSrDllA';~:::'~;:;:j'A.,~..~!1'~~r.,.. . ..q:~,"rS:o,.-?T-...\.~""'}~~<"Ji "~'::';~~a"!Jf~"'.'i:.'~. .i,ga. ~;-.........:..,~~f':.--./;'-~~~1:':...::,.~\.r":'''1''J.rI' ::"~'..:.,. ',-; : . ~.:.'~-l.-~~;":~ ~ ~~~~;..:m:~:.~'.' ~~jt.~<?l~\-;.ti.~~~~;~~~t~~i_t~,.t~~~., .. #'~~~.~1~1.t.~"d8c.~_ .i..f~~~~,::~"~!~~~o~.:.:~.~..,~:b;~..-fr__~..~:-:~ ~;:.~~ ~~~'!t <. ... ,.., n n I ...., n n , II. .. , ~ " ,-" n ." ,.,,.., , .. , t""'\ ,... ,.... _ ... ~ "'""'.-. ... . r- r-'I... ~~ ATe 013 SLOATS PA74 FAX 717-299-0289 E-MAIL dstelnco@aol.com 6 NAME Jr 4 r~ . 350 Centerville Road Lancaster, PA 17601 (717) 299-1211 800-334-3903 f __ tf'?";-- ,/?4L.& ~/ rr~/l/ I DATE fh~6 SALES INVOICE 0 PURCHASE ORDER 0 CONSIGNMENT 0 SPECIAL INSTRUCTION OR TERMS o CONVENTION 0 OTHER - 10 11 12 13 14 15 16 17 16 19 20 21 22 RECEIVED BY THE GOODS DESCRIBED AND VALUED AS ABOVE ARE DELIVERED TO YOU FOR EXAMINATION AND INSPECTION ONLY AND REMAIN OUR PROPERTY SUBJECT TO OUR ORDER AND SH~ BE RETURNED TO US ON DEMAND. SUCH MERCHANDISE, UNTIL RETURNED TO US AND ACTUALLY RECEIVED ARE AT YOUR RISK FROM ALL HAZARDS. NO RIGHT OR POWER IS GIVEN YOU TO SELL. PLEDGE, HYPOTHECATE, OR OTHERWISE DISPOSE OF THIS MERCHANDISE REGARDLESS OF PRIOR TRANSACTIONS. A SALE OF THIS MERCHANDISE CAN ONLY BE EFFECT AND TITLE WIll. PASS ONLY IF, AS AND WHEN WE THE SAlD OWNER SHAUAGREE TO SUCH SALE AND A BILL OF SALE RENDERED THEREFOR. BP/l0i . '~ ., lIMit - ~. . - ':.. . , . . , ~.ls~+ lItCtiii_~._~ Court Ordered Processing / MA 1 MB3 02-10 P.O. Box 841005 Boston, MA 02284 March 28, 2006 Law Offices O'Brien, Baric & Scherer 19 W. South St. Carlisle, PA 17013 RE: Estate of: Dale. A. Britten Date of Death: February 5, 2006 Dear Mr. O'Brien: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. . If you should have any further questions, please do not hesitate to call. Very truly yours, Linda Spavento OAG Team Leader (617) 533-1789 (617) 533-1931-fax Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Dale A Britten 174-16-3944 February 5, 2006 Account #: 0358013506 Type: CDnRA In the name of: Dale A Britten Date of Death Balance: $11,338.29 Int.(YTD) from 1/1/2006 to 1/31/2006 Accrued interest to date of death: $5.03 Other Info: Beneficiary: Primary: Ellen Britten, Contingents: Judy S Goodling & Ronald Britten Open date: 5/23/1984 $25.97 Page 1 of 1 cc:JucJy 6ritkr 'I MEMBERS 1st FEDEllALCUDrr VNJON April II, 2006 Robert L. O'Brien O'Brien, Baric & Scherer 19 \V. South Street Carlisle, PA 17013 RE: Estate of Dale A. Britten SSIN 174-16-3944 Dear Mr. O'Brien, Enclosed is the information requested in your letter dated March 21, 2006 regarding the accounts held with Members 1 st by Dale Britten. We will require a death certificate to begin processing the IRA savings account. Dividends will continue to accrue on the account to date of closing. Our accounts are with right of survivorship and although these accounts list Judy Britten as joint owner, ownership of the account is non- transferable. We respectfully request that Judy ~iscontinue use of the checking account in preparation for closing and provide the last check number written. I As requested a copy of the membership card showing Judy being added to the account is enclosed. Please do not hesitate to contact me at 795-5131 should you have any questions or require additional information. v r truly yours, . !V7:<l/ d;atlc Denise A. Wolfe Insurance Servic s Supervisor Enclosures ~~~I~~~m 5000 Louise Drive · p.o. Box 40 . Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 . www.members1st.org SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established MONEY MANAGEMENT ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established IRA SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Beneficiaries VISA CREDIT CARD ACCOUNT: Account Number Date Account Established Balance at Date of Death Name of Joint Cardholder Estate of: DALE A. BRITTEN Date of Death: 02/05/2006 Social Security Number: 174-16-3944 MEMBERS 1st FEDEllAL CREDIT 1JN10N 8436 -00 03/23/1966 $34,495.48 $3.78 $34,499.26 Judy S. Britten 10/01/1996 ~.1 ,roT ..;rti,..r 8436 -11 { 1- z.tJ8. 1() - ~~, /w,'.4 r.: . .,-__..e;' r- 11/06/1984 Jz- - - (I.... ; :r UN' $85,940.67 c.. $2.35 $85,943.02 Judy S. Britten 10101/1996 8436 -05 10/03/1985 $41.131.13 $8.92 $41.140.05 Judy S. Britten 10101/1996 8436 -10 01/14/1982 $5,192.35 $.99 $5.193.34 Judy S. Britten 50% Ronald H. Britten 50% 4287590005084369 07/29/1996 $74.09 None 118, _ERS~ST ~ERAL CREDIT UNION )/Iat ~Jt'L , enlse A. olfe / - Insurance Services Supervisor April 11, 2006 5000 Louise Drive . P.o. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 . www.members1st.org Kelley Blue Book - Private Party Pricing Report - Plymouth, Voyager Kelley Blue Book THE TRUSTED llfSOUIlCE. ^^^tloII,ttlllO Page lof3 advertisernent Quick Dealer Price Quote Search Used Car Listings List Your Car for Sale _=-r.lSI;8_~l ~li~I"~~ t~_.( mljs"E5"(::~;;j~~8'''' ~l_-r,,].",'~:l,::~:i~"i1~L~_fit\ri~~1lf~.;.:r:..\~i~r~!...~.~~~~!;i ~~ iH,:;_._itl(r:"f[~I~[('.:.ii'gilj:l.'~r~:~ .Hom~ > Us~dC"rs > 1995 > Plvmovth > Voy"g~r > Miniv"n > Equipment Print This Page' 1995 Plymouth Voyager Minivan Trade-In Value Private Party Value Suggested Retail Value Photo Gallery Compare Vehicles N'W! Biue Book Review Consumer Ratings Specifications ~ Shopping Tools Free CARFAX Record Check Avto Loan from 6.65% APR Compare Insvrance Rates Payment Calculator Extended Warranty Qvote Print For Sale Sign sur A USED CAR on Blue Book Classifieds'M Plymovth Voyager 30 Miles or less ZIP Code 117013 . 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Estimated Payments $ 29 jmo @ 6.35% APR 0' "- ~- ._~. . -~- ~~~ ~ L'e't~':h; Condition < Value Get a Pre-Owned Loan from 6.65% APR Excellent Good Fair More Photos Your Credit Score for Free Get a Free Insurance Quote afj'l/ertisE:mf:~nt NEXT STEPS: Search Local Listings Sell Your Van/Minivan " A~ f}i~ Average Consumer Rating (1 Reviews) Read Reviews Vehicle Highlights Mileage: Engine: Transmission: Drivetrain: 90,000 4-Cyl. 2.5 Liter Automatic FWD Selected Equipment Standard Change Equipment 5 Passenger Air Conditioning Power Steering AM/FM Stereo Dual Front Air Bags Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used http://www.kbb.comlKBB/U sedCars/PricingReport.aspx?ManufacturerId=39& Yearld= 19... 7/30/2007 u ..~ ~ 0345 Department of Treasury Internal Revenue Service 4800 BUFORD HWV CHAMBLEE, GA 39901-0021 AUR Control: 67137-0305 Notice: CP2000 Notice Date: January 22, Social Security Number: 174-16-3944 Form: 1040 Tax Year: 2004 To call for assistance: 1-800-829-3009 Toll Free "..'0 2007 ( DALE A DECD BRITTEN JOEL A FLINCHBAUGH CPA 19 BROOKWOOD AVENUE STE 101 CARLISLE PA 17013 between 7:00 AM - 8:00 PM To FAX information: 1-770-454-1742 Local Fax Contact: Kenneth C Corbin ~This Notice is fOf-Veur Information Only-~ - -, - - - -- \ ,- ',--. - ,-_~ 1 Why are you getting this notice? We received your response to our previous notice dated 10/16/2006. We used the information you provided to refigure our original proposal. As a result, the proposed changes to your taxes are summarized below and a detailed listing is provided in the Explanation Section. For your records, we have summarized the changes to your account. 2 What steps should y,ou take? This notice is for your information only. If this adjustment creates a credit, you will receive a refund if no other taxes or federal/state obligations are due. If this adjustment creates a balance due, you will receive a bill for any additional amounts due. Recap of amount received Total received per Mike Scherer Principle amount per above Amount representing interest income (paid in 2007) 8,245.55 7,335.00 910.55 Calculation of effective interest rate Number of days from 4/15/04 to 1/22/07 1,012 4.480% Annual interest rate Rate = Interest / [(principle)x(time)] Estimated amount due at date of death Estimated interest from 4/15/05 to 2/1/06 Number of days = 296 Interest = Principle x rate x time Principle plus interest through 2/1/06 266.00 7,601.00 {SP44} CP2000 (Rev. 11/2004) ATLANTA IRS CENTER 174-16-3944 67137-0305 BRIT AOll 01/22/2007 3. Changes to your Return ' Note: We only show the items that have been affected by the information we received in the following chart. All other items are correct as shown on your return. Unless noted, line numbers always refer to the line number on your tax return. Changes to Your Income and Shown on Reported to Difference Deductions Return IRS, or as Corrected INTEREST $ 2,744 $ 2,773 $ 29 TAXABLE DIVIDENDS $ 88 $ 153 $ 65 RETIREMENT INCOME GROSS $ 61,553 $ 63,529 $ 1,976 Income Net Difference $ 2,070 Total Change to Taxable Income $ 2,070 Changes to Your Shown on As Corrected Difference Tax Computation Return By IRS Taxable Income, line 42 $ 61,925 $ 63,995 $ 2,070 Tax, line 43 $ 12,219 $ 12,731 $ 512 Total Tax, line 62 $ 12,219 $ 12;731 $ 512 Net Tax Increase $ 512 Income Tax Withheld, line 63 $ 0 $ 7,847 $ 7,847 *Net Payment Increase $ 7,847 Summary of I Proposed Changes Amount of Tax Increase I $ 512 Payment Increase $ 7,847 Total Amount of Your Refund $ 7,335 *Increases to Payments decrease the amount owed. {EX21} Page 8 CP2000 (REV. 11/2004) ATLANTA IRS CENTER 174-16-3944 67137-0305 BRIT A011 01/22/2007 TAX WITHHELD Amount Amount Reported to Included on Account Information IRS by Others Your Return Difference #004 SSN: 174-16-3944 Form 1099-SSA $ 1,982 - - ACCT: SOCIAL SECURITY ADMINISTRATION #005 SSN: 174-16-3944 Form 1099-R $ 5,865 - - ACCT: 174163944RET01 DISTRIBUTION CODE: 7 DEFENSE FINANCE AND ACCOUNTING SERVI 1240 EAST NINTH STREET CLEVELAND OH 441992055 TAX WITHHELD Total $ 7,847 $ 0 $ 7,847 TAXABLE DIVIDENDS Amount Amount Reported to Included on Account Information IRS by Others Your Return Difference #006 SSN: 174-16-3944 Form 1099-DIV $ 22 $ 0 $ 22 ACCT: 23764469789 E TRADE CLEARING LLC PO BOX 989030 WEST SACRAMENTO CA 957989030 #007 SSN: 174-16-3944 Form 1099-DIV $ 43 $ 0 $ 43 ACCT: 11265559000000000001 E TRADE CLEARING LLC PO BOX 989030 WEST SACRAMENTO CA 957989030 TAXABLE DIVIDENDS Total $ 65 $ 0 $ 65 QUALIFIED DIVIDENDS Amount Amount Reported to Included on Account Information IRS by Others Your Return Difference #008 SSN: 174-16-3944 Form 1099-DIV $ 22 $ 22 $ 0 ACCT: 23764469789 E TRADE CLEARING LlC PO BOX 989030 WEST SACRAMENTO CA 957989030 {EX08} Page 4 CP2000 (REV. 11/2004) ATLANTA IRS CENTER 174-16-3944 67137-0305 BRIT AOll 01/22/2007 2. Reasons for the Changes This section provides explanations to help you understand the proposed changes to your tax return. The paragraphs that follow provide explanations for: . the items listed in Section 1. Information Reported to IRS . the changes to your tax computation listed in Section 3. Changes to Your Return . the penalty and interest charges listed in Section 3. Changes to Your Return . Payment Instructions . Additional Information that will help you understand this notice and what action to take to resolve the tax discrepancy . Within each subsection below. the paragraphs are organized by topic to help you review them. These paragraphs explain the items listed in Section 1. Information Reported to IRS. I Income Interest, Dividends, or Capital Gains - Schedules B and D QUALIFVING DIVIDENDS Our records indicate that you may be eligible for a lower tax rate since the Dividends reported to us contain Qualifying Dividends. Please respond and tell us of any needed changes to the eligible Qualifying Dividends reported on your return. IRA, Pension or Retirement RETIREMENT DISTRIBUTIONS We need more information for the distribution shown on this notice. We need to know if the income is a pension or an annuity, an IRA or lump sum rollover, or an employee savings plan. If the income is from a pension/annuity or an Employee Savings Plan and you are recovering your contributions using the 'General Rule or the Simplified General Rule, please send us a signed statement with the date of your first pension payment, the amount you receive monthly, and the total amount you contribute. If the income 1.S an IRA or lump sum and was rolled over, please send us a signed statement with the amount of the rollover, the date of the distribution and the date of the rollover. If the income is an employee savings plan, please send us a copy of the document showing the total distribution amount you received for 2004, and the nontaxable amount of the distribution. lother Income General MISIDENTIFIED INCOME If any of the income shown on this notice is not yours, send us the name, address, and social security number of the person who received the income. Please notify the payers to correct their records to show the name and social security number of the person who actually received the income, so that future reports to us are accurate. {EXll} Page 6 CP2000 (REV. 11/2004) Date: 01-19-2006 Settlement Se 11 et-.: 7721 Item DEHART'S AUCTION 1554 HOLLY PIKE CARLISLE, PA 17013 717-258-5858 717-258-5882 www.dehartsauction.com JUDY BRITTEN 158 SOUTH HANOVER ST CARLISLE PA 17013 De SC'r-' i pt ion 717-245-9605 Pt~ i ce G!t Y Page: 1 -------------------------------------------------------------------------------- Total BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT 30 BOXES BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT CHOICE BOX LOT 8 BOXES TACKLE BOX RECORDER AND MUSIC CAt1\P STOVE VISE CHOICE 1/2 c SQUARES COAL BUCKET/STOVE LIFTER TATER HnSTER FISH I NG f-<ODS easel STEREO c RECORDERS 2.00 1. 00 1. 00 1. 00 0.5000 4.00 *** Not sold 6.00 1 1 .::. 1 1 1 i::: 2 1 .::- ..... 1 1 1 1 1 1 1 i::: 1 1 1 1 c 1 1 1 1 1 1 *** 1 1 1 2 1 1 1 1 1 1 1 2.01i.) 2.0Q) A.. iLliZi 2.00 2.00 2.00 2. Q)ILI 2.00 1. 00 2.00 1. 00 1. 00 0.5000 0. 500iZl 0.5000 0.5000 ILl. 5000 1 . 0iZl 0.5000 0.5000 0.5000 4.0121 8.00 1. 00 1. 00 0. 500Ql 0. 500") 0.5000 0.5000 19.00 1. 00 6.00 12.0121 2.00 3.00 2.01i.1 b. 0iZl 1. 00 4.00 2.00 Date: 1211-19-21211216 DEHART'S AUCTION 1554 HOLLY PIKE CARLISLE, PA 1712113 717-258-5858 717-258-5882 www.dehartsauction.com Settlement Se 11 et-.: 7721 JUD'y' BR I TTEN 717-245-961215 Page: 2 158 SOUTH HANOVER ST CARLISLE PA 1712113 Item Desct~iption Pro, i c-e Qty Total --------------------------------------------------------------------------------- GLASS HOLDER/CAN OPENER 1 1. 121121 RADIO *.** Not sold *** ANTENAE **1(. Not sold *** "1 I CROPHONE 1 32. ILI0 tri I SC LINENS LOT 1 1 . I21Q) SLEEPING BAG 1 10.1210 PICNIC BASKET 1 11.121121 . , JIGSAWS/DRILL 1 4. IL1I2I .::. ~--- TURKEY CALL 1 1 i~. I21Q) SLIDE SORTER/VIEWER 1 3.1210 ~~ - DISH SET 1 c:8. 121121 2PR ICE SKATES 1 1.012) BAR SE'r 1 L~. Q.iQ) trlUS I C REEL-TO-REEL TAPES *** Not sold *** HE(oiTER 1 3.121121 CB RADIO 1 7.121121 ELEC GRINDER 1 12.121121 WALKIE TALKIES 1 4.0121 BAR-B-(WE GRILL *** Not sold *** GAS GRILL 1 2.0121 FLAGS LOT 1 1 . Q.il21 FLAG KITS-2 1 1. 121121 PA FLAG 1 3.121121 TRI-POD. 1 5.121121 I-'~ I TCHEN UTENSILS 1 3.121121 4 STEINS 1 2.121121 FISHING TRAY LOT 1 2.1210 i::: CAR MODELS 1 7.121121 ICE CRUSHER/CHARIOT FIGURE 1 2.121121 TEAPOTS LOT 1 1. 1210 ";. ASHTRAYS 1 1. 1210 u LIGHTER 1 5. QlIZl ROLLING PIN/~JOOD STOVE 1 2.00 ASHTRAY trlISC LOT 1 3.00 CROCK POT 1 1. 0121 CROCK POT 1 2.00 VASE/POLATES *** Not sold *** STAPLE GUN 1 1.0121 GLUE GUN 1 1. 1210 PLANE/TAPE tr1EASURE 1 1. 1210 ELEC MEAT SLICER 1 35.00 Date: 01-19-2006 Settlement Seller~: 7721 Item DEHART'S AUCTION 1554 HOLLY PIKE CARLISLE, PA 17013 717-258-5858 717-258-5882 www.dehartsauction.com JUDY BRITTEN 717-245-9605 Page: 4 158 SOUTH HANOVER ST CARLISLE PA 17013 De SCr-' i pt i on p'r-' i ce C!t Y --------------------------------------------------------------------------------..-- Total FILE CABINET DESK 2 CHAIRS WHITE METAL CABINET CHOICE WHITE METAL CABINET CHOICE WROUGHT IRON PLANT STAND GRILL SPEAKERS FILE CABINET ENAMEL TOP TABLE STEP STOOL PRINTER STAND TREADtiJ I LL 2 PC BAR/4 BAR STOOLS KITCHEN TABLE DEHUMIDIFIER ~-** !'.Jot sold il-.00 .*i(-* Not so ld *'lE-* Not so ld *** Not sold *** Not sold Items: 138 Amount: Commission at 40.0001- 487.20 Less adjustments: Net due to seller: Thank you for choosing DeHart's Auction Service 1 1. Q.~121 *** 1 2. IZIQ.i 1 E:.. 1211;:.1 2 8.121121 1 11.00 1 55.00 *** 1 3.00 1 8.0121 *** 'lH(-* 1 7121.121121 1 9121.121121 *** 1 1. IZ1121 1, 218.Q.iQ.i -487.20 73121.80 lIep CENTRL\.L PA 44 South 38th Street Camp Hill, PA 17011 t7171 07'"1 ()i)11 \.' ""~'J' ._..........,........ Fecter:a1 ld. No. 23-17433882 STA..TE31El'"7 OF DONATION Donor Instmdions: Enter' the toHo,"""mg infonllation. Use a separ.ate fot. each item. r-- I DO NOTE \VF1TE IN THIS BOX I Solicitor: I Event: I I Persunal/CorpUi'ate Information: Item/T ax Inform a nOll: -J!:!_1?) 5 Donor Nanle/Gompany B It I rr~-AJ $~O Fair l\farket Value / S 8 (~ ;J;q tJ () u c- K. Street Address 5r [it:';!1et'Tax Iei N.:> (SSlxT err' EIN) (' f}-Ii J '/ S L E City/State/Zip .- .&. p /)- II()/~ --- -Jl=J - 2LJ 5- q &0S- Phone No. D.~Stri~.~on. ofJ?.o~\ated Hau: Pl€ase give a complete descriptiern, s~(;h as ditn.€ils10ilS, type of art, time restriction:, . gm r:€tt1!1cates, tickets or ~:etVlces. \)tl <--"(\ U 10 'eJ ~Qfy-I c Luh vi ( r h a (K Spedal Arnmgem.ents: CoHe(;tion or delivery times/piac-e, date to pick up donation, contact person. Tha:nk 'You! lIeF truly appred.ates .four Sllpporl ofthw- services to ch.ildJ-en1 .vouth. and tutul!,; with disahilitie · UCP is a charitable Qrganization pursuant tt) the Internal_ evenue Code. · Y OUt" donation oftane-ible eoods or senices is ta.x deductible based upon rheu' "ta.;: basis" and ":fair market vabe' '_' 'J Yon determine the fall' mar'ket value and enter' that value on this fonn. ~ A copy of this form \vill be t'etumed to you nolo'\.' or upon rec:eipt ofyout' dvnation: keep it f~Jf' re.:fen:lice at ta.;: tini. it lYep provided no gc!ods or sen1ces in con51deration, in 'iivhole or in part, fOt" your' donation. Signatures: ~~~~/l~~ Don .. " cc: JVcl~ f3ri+ter. '" USAAe 9800 F~dericksburg Road San Antonio. Texas 78288 EST OF DALE A BRITTEN CIO LAW OFFICES O'BRIEN, BARIC & SCHERER AT TN ROBERT L. O'BRIEN 19 WEST SOUTH STREET CARLISLE, PA 17013 April 12, 2006 llSAA # 26 67 04 Dear Mr. O'Brien: ~ ( \ USAA is conunitted to providing excellent service to its members. As you requested, I am providing the following information for the accounts of the late Dale A Britten registered as follows: DALE A BRITTEN JUDY S BRITTEN JTWROS Account # Fund Name CUSIP # 903288-10-8 903289-10-6 00000685444 00028371678 Growth Fund Tax Exempt Long-Term Fund 266704-51126-52136-SAS.SAS45 rRi~f~8~~[D) EST OF DALE A BRITTEN Page 2 April 12, 2006 The account values on February 5, 2006 were: Account # Shares Share Price Accrued Dividends Account Value - 00000685444 00028371678 19,519.583 34,021.628 $15.48 $14.04 NA* $376.33 $302,163.14 $478,039.99 Total Value $780,203.13 *Fund does not accrue daily dividends. If you have questions, please call a USAA member service representative at (800) 531-8448. Sincerely, ~~ . Carol Henry Investor Account Services Representative USAA INVESTMENT MANAGEMENT COMPANY USAA Shareholder Account Services (USAA). 266704-51126-52136-SAS.SAS45 ~avillgs Bond Calcuiatur .1Jtldiad ~ 02/2006 et! r 's # Bonds 35 Series UI) date .... Total Price $17...<ll00.00 Denomination $I.~ .... Serial Nnmber Issue Date Series Denom 07/1993 EE 07/1993 EE 07/1993 EE 07/1993 07/1993 11/1988 11/1988 11/1988 11/1988 11/1988 11/1988 11/1988 11/1988 11/1988 11/1988 04/1987 04/1987 04/1987 04/1987 04/1987 04/1987 04/1987 04/1987 04/1987 04/1987 03/1985 03/1985 03/1985 EE EE EE EE EE EE EE EE EE ........ ~~ ......... ~~ EE EE ..... ..... ~~ EE EE EE EE EE EE ......... n~ ........ ~~ EE EE EE Total Interest $28.180.00 Issue Price $1,000 $500.00 1,000 500.00 1,000 1,000 500.00 500.00 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 50000 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 ,-^^ ^^ :lUU.vu rr..1"'\ ^^ :lUV.uu 500.00 500.00 500.00 500.00 r^r.. ^^ :lUV.uu 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 http://wwws.publicdebt.treas.gov/BC/SBCPrice Help Serial Number Interest Value Total Value $4:'\,680.00 T't... _ . _I'"",,, rage 1 VI .!. Savin( Issue Date YTD Inl $68.i Interest Next Final Rate Accrual lViaturif) $360.80 $860.80 335%> 07/1006 07/1013 36080 860.80 3.35:.0 07/1006 07/1013 360.80 860.80 3.35% 07/1006 07/1013 360.80 860.80 360.80 860.80 739.}o i,139.10 739.20 i~239.10 739.10 1,239.10 739.10 1,139.10 739.20 1,239.10 .-,,^.....^ 1 ')'0 j^ IY7..!..U 1,_.L ._U 739.20 1,139.10 739.10 1,139_10 739.20 1,139.20 739.10 1,139.10 815.10 8 i5.10 i,315.10 1,315.10 8 i 5 .20 n.. .... .......() 5D..!..L 1 ...., ~ j^ 1,.J L ._U n........,1"'\ 1 "'\1~ iO 51:1._U 1,.JL._u i,31510 815.10 815.10 1,315.10 . .... ,.... .....1"'\ 1,.J l:l..!..U 815.10 815.10 815.10 1,083.10 1,08310 1,083.10 i,315.10 1,315.10 1,315.10 1,583.10 1,58310 1,583.10 3.35)0 3.35% 4.00% 4.00%1 4.00% 4.00%> 4.00:/0 400% 4.00% 4.00% 4.00% 4. OO~/o 4 00:'0 4.00% 4 . OO~/o 4.00% 4.00% 4 . OO~/o 4. OO~/o 4 OO~/o 4.00:/0 400% 4.00% 400% 4.00% 07/1006 07/1013 07/1006 0711013 06/1006 11/1018 06/1006 11/1018 06/1006 11/1018 06/1006 11/1018 06/1006 11/1018 06/1006 i1/10 18 06/1006 11/1018 06/1006 11/1018 06/1006 11/1018 06/1006 11/1018 04/1006 04/1017 04/1006 04/1017 04/1006 04/1017 04/1006 04/1017 04/1006 04/1017 04/1006 04/1017 04/1006 04/1017 04/1006 04/1017 04/1006 04/1017 04/1006 04/1017 03/1006 03/1015 03/1006 03/1015 03/1006 03/1015 4/17/1006 . Savings Bond Calculator Page 2 of 2 03/1985 EE i,000 500.00 1,083.20 1,583.20 4 . OO~/O 03/2006 03/20 i 5 03/1985 EE 1,000 500.00 1,083.20 1,583.20 4. OO~,'O 03/1006 0312015 03/1985 EE 1,000 500.00 1,083.10 1,583.10 4.00% 03/1006 03/1015 03/1985 EE 1.000 500.00 1,083.10 1,583.10 4.00% 03/1006 0312015 03/1985 EE 1,000 500.00 1,083.10 1,583.10 4.00% 03/1006 03/1015 03/1985 EE 1,000 500.00 1,083.10 1,583.20 4.00% 0312006 0312015 03/1985 EE 1,000 500.00 1,083.10 1,583.10 4.00% 03/1006 03120 is View 10 I Vie,,'ing Bonds 1-35 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty [viA Matured and Not Earning Interest Please rate this service. (Piease print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator Submit Survey Reset http://wwws. pubiicdebt. treas. gov/BC/SBCPrice 4/17/1006 Savings Bond Calculator ~~ 0212006 Series EIJ L..JJ ..... # Bonds ~ Up date Total Price $20.000.00 Serial Number Issue Date Series 07/1993 07/1993 07/1993 07/1993 07/1993 07/1993 07/1993 07/1993 07/1993 07/1993 12/1988 12/1988 12/1988 12/1988 12/1988 12/1988 EE EE EE EE EE EE EE EE EE EE .......... .tC.tC .......... .tC.tC EE EE EE 12/1988 EE EE 12/1988 EE 12/1988 EE 12/1988 EE 04/1987 EE 04/1987 EE 04/1987 04/1987 04/1987 .......... .tC.tC EE .......... .tC.tC 04/1987 EE 04/1987 EE 04/1987 EE Denomination :$ 1,1DO Denom $1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 Totell Interest $29.672.00 Issue Price $500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 500.00 1,000 500.00 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 1,000 500.00 http://w wws. publicdebt. treaS. gOY /BC/SB CPri ce HeJp Seriell Number Interest Value $360.80 $860.80 360.80 860.80 360.80 860.80 360.80 860.80 360.80 860.80 360.80 860.80 360.80 860.80 360.80 860.80 360.80 860.80 360.80 860.80 739.20 1,239.20 739.20 1,239.20 739.20 1,239.20 739.20 1,239.20 739.20 1,239.20 739.20 1,239.20 Total Value $"9.672.00 Interest Rate 3.35~io 335%) 335% 3.35% 335~'o 3.35~.0 335% 3.35% 3.35% 3.35~.0 4.00% 4.00% 4.00% 4.00% 4.00% 4.00<;~ Page lof2 Savin.; Issue Date YTD Inl $....0. Next Finell Accrual Maturit) 0712006 07/2023 0712006 0712023 07/2006 07/2023 07/2006 07/2023 07/2006 07/2023 07/2006 07/2023 07/2006 07/2023 07/2006 07/2023 07/2006 07/2023 07/2006 07/2023 06/2006 12/2018 06/2006 12/2018 06/2006 12/2018 06/2006 12/2018 06/2006 12/2018 739.20 1,239.20 4.00% 06/2006 12/2018 06/2006 12/2018 739.20 1,239.20 4.00% 0612006 1212018 739.20 1,239.20 4.00~,o 739.20 1,239.20 4.00% 815.20 1,315.20 4.00% 815.20 1,315.20 4.00% 815.10 1,315.20 400% 815.20 1,315.20 4.00<;'0 815.20 1,315.20 4.00~'o 06/2006 12/2018 06/2006 1 .""\.I..."r. ll'"'1 1 ~f ~ V 1 0 04/2006 0412017 0411006 04/2017 04/2006 04/2017 04/2006 04/2017 0412006 04/20 i7 815.20 1,315.20 400% 04/2006 04120 i7 815.20 1,315.20 400% 04/2006 04/2017 815.20 1,315.20 4.00% 04/2006 04/2017 4/17/2006 '.Savings Bond Calculator Page 2 of 2 04/1987 EE 1,000 500.00 815.20 1,315.20 4 00~0 0412006 04/2017 04/1987 EE 1,000 500.00 815.20 1,3 15.20 4.00% 0412006 0412017 01/1986 .......... 1,000 500.00 1,052.00 1,552.00 4.00% 07/2006 0i/201t nn o i/1986 EE 1,000 500.00 1,052.00 1,552.00 4.00:-'0 07/2006 o l/20 It 01/1986 EE 1,000 500.00 1,05200 1,552.00 4.00% 0712006 o i/20 It 01/1986 EE 1,000 500.00 1,052.00 1,552.00 4.00% 0712006 011201t 01/1986 EE 1,000 500.00 1,051.00 1,552.00 4.00% 07/1006 01/10 It 01/1986 EE 1,000 500.00 1,052.00 i,552.00 4.00:/0 0712006 0i/20it 01/1986 EE 500 250.00 526.00 776.00 4.00'}'o 07/2006 01/201 t 01/1986 EE 500 250.00 526.00 776.00 4.00'% 07/2006 01l201t 01/1986 EE 500 250.00 526.00 776.00 4.00'% 07/2006 01/201t 01/1986 EE 500 250.00 526.00 776.00 4.00'J.;o 07/2006 01/201t 01/1986 EE 500 250.00 526.00 776.00 4.000/0 07/2006 o 1/20 It 0111986 EE 500 250.00 526.00 776.00 4.0Q".'0 07/2006 01/20 It 01/1986 EE 500 250.00 526.00 776.00 4.00'}'o 07/2006 01/201t , 01/1986 EE 500 250.00 526.00 776.00 4.000"0 07/2006 01/10 It View 10 I Vic'i\ll1g B"[lli:-: 1-4-+ Note Description NI Not Issued ~"E Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest Please rate this service. (Piease print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Caiculator Submit SUlvey Reset http'//wwws.publi{;debt.treas.govlBC/SBCPrice 4/1712006 .Savings Bond Calculator . - Yrtt4U( ~ 02/2006 Up dat~ Help Series Page 1 of 5 Savin( =-- .... Serial Number Issue Date Denomination J, [00 ',,~ .... # Bonds 1~1 Total Price $60,01.10.01.1 Total Inten~st $76,710.00 Issue Serial Number Issue Date Series Denom Price Interest 11/1998 EE $500 $150.00 $81 .40 11/1998 EE 500 250.00 81. 40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81. 40 12/1998 EE 500 250.00 81. 40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12il998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 8140 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81. 40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81. 40 12/1998 EE 500 250.00 81 .40 12/1998 EE 500 250.00 81. 40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 81.40 12/1998 EE 500 250.00 8140 12/1998 EE 500 250.00 81. 40 http://vv'\"VWS . pub Ii cdebt treas .~ov /Be /SB CPri ce Total Value YTD Inl $136,720.00 $1,22-1 I ntt'l't'st Next Fimtl Value Rate Accrual Maturit~ $33 1 .40 3 61%, 03/1006 I 11101t 33 140 3.61% 03/2006 12/202t 33 1.40 3.61')'0 03/2006 12/202~ 33 1.40 36113'0 03/2006 12/202t 33 1.40 3.6100 03/2006 12/202t ~ .~ 1.40 3.6113'0 03/2006 121202t ") ") .l.~ 1 .40 3.610/0 03/2006 121202~ -) ") B 1 .40 3.61O';} 03/2006 12/202t ~ .~ 1.40 3.610/0 03/2006 12/202t .1.) ~ .~ 1.40 36113/0 03/2006 121202t - -) ~ .~ 1 .40 3.610/0 03/2006 12/202t ,1 ") 33 1 .40 3.610/0 03/2006 12/202t ~ .~ 1.40 3.61O',} 03/2006 12!202t ).1 .~ ~ 1.40 3.6100 03/2006 12/202~ "1 ") -, ~ 1.40 3.6100 03/2006 12/202t ) ") -, -, 1.40 3.6113/0 03/2006 12i202~ ") _1 -, ~ 1.40 3.6113'0 03/2006 12/202( -) ) ~ ~ 1 .40 3.61t~/o 03/2006 121202( .1 "1 ~ ~ 1.40 3.610'0 03/2006 12/202~ .1.1 ~ ~ 1.40 3.610'0 03/2006 !2/202t ..) ") -, -, 1 .40 3,610'0 0312006 12/202~ .1.1 ~~ 1 .40 3.6100 03/2006 12/202( _1 "1 -, -, 1.40 3.610/0 03/2006 12/202( "1_1 -, ~ 1.40 3.610'0 03/2006 12/202( .1 "1 -, -, 1.40 3.610/0 03/2006 12!202( "1 _1 ~~ 1.40 3.61')/0 03/2006 12i202t _1.1 3 3 1.40 3.610/0 03/2006 12'202( ~ ~ 1.40 3.610/0 03/2006 12/202( _1 ") 4/i i/1006 ftb Savings Bond Calculator 12/1998 EE 12/1998 EE 12/1998 EE 12/1998 EE 12/1998 EE 12/1998 EE 12/1998 EE 12/1998 EE 12/1998 EE 12/1998 EE 12/1998 EE 12/1998 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1991 EE 07/1992 EE 07/1991 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1 (}92 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 07/1992 EE 500 500 500 500 500 500 500 500 500 500 500 500 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1 nnn , - - - 1 (J(1I1 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1"l100 I,OOU 1.000 i,.OUO .250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 2:; 0.00 250.00 500.00 50000 500.00 500.00 500.00 50000 500.00 50000 500 00 50000 500.00 500.00 50000 50000 500 00 500.00 500.00 50000 50000 500.00 50000 50000 50000 50000 50000 5 uo. 00 http./iwwws.publicdebt.treas.govmC/SBCPrice 8 1.40 81.40 81.40 81. 40 81.40 81.40 81.40 81.40 81.40 81.40 81.40 81. 40 578 80 578.80 51S8y 578.80 57880 57880 57880 578.80 57880 57880 57880 578.80 57880 57880 57880 57880 578.80 578.80 57880 578.80 57880 5788U 57880 57880 57880 57880 33 1.40 331.40 331.40 331.40 331.40 331.40 331.40 331. 40 33 1.40 331.40 33 1. 40 33140 1,07880 1,07880 1,078 80 1,07880 i ,07880 1,07880 1.078 80 i Jl7880 1,07880 1,07880 1.078 80 L078 ::-;u L07880 1,07880 L0788U 1.(178 80 1,078 ::-;0 I,U7880 1.07S 80 1,078 :::;U 1.078 80 1,078bO L0788u i ,0788U 1,078 ::;0 1,078 8U 3.6100 3.610'0 3.610'1) 3 .610"0 3.610'0 3.61 ""0 3.610'1} 3.61"0 3 .6100 3.610/0 3.610."0 3 .61 0'0 4.000~ 4.000~, 4.000~ 4.000,0 4.00')~, 4.000 0 4.000;', 400% 4.000(-, 4.000'0 4.00011 4.(H)O;., 4.000'0 40U% 4- _ 000. .~~I 4.00S~~ 4.0OC'" 40000 4.00011 4.0000 4UUon 4 UOo n 4000n 4. UOo " 4 0000 4 OUo" Page .2 of :; 03/2006 12/202t 03/2006 12!202t 03/2006 12/202t 03/2006 12/202~ 03/2006 12/202~ 03/2006 12/202~ 03/2006 12/202~ 03/2006 12/202t 03/2006 12/202~ 03/2006 12/202t 03/2006 12/202~ 03/2006 12/202t 07/1006 07/102: 07/2006 07/201: 07/1006 07/101: 07/:2006 07/:201: 07/1006 07/102: 07/2006 07/:202: 07/:2006 07/202: 07/2006 07/202: 07/2006 07/101: 07/2006 07/202: 07/2006 07/202: 07/2006 07/202: 07/2006 07/202: 07/.2006 07/102: 07/2006 07/202: 071.2006 07/202: 07/2006 07/202: 07/2006 07/202: 07/2006 U7/2CC: 07/2006 07/202: Ui/200() 07/201: U7/2006 Oi/202: U71.2006 u7/202: U71.2006 07/202: 07/2006 07/202: u7/2006 07/202: 4/17/2006 f~'~ , .Savings Bond Calculator 07/1992 07/199.2 07/ I 99.2 07/1991 07/1991 07/1992 07/ I 99.2 07/1992 07/1992 07/1992 07/1992 (17/1992 07/1991 07/1992 I IIi 990 1 2/1988 I 2/1988 12/1988 12/1988 12/1988 1.2/1988 12/1988 12/1988 12/1988 12/1988 12/1988 1.2/1988 12/1988 12/1988 12/1988 12; 1988 12/1988 12fl988 11/1988 1.2; 1988 12/1988 12! 1988 12/1988 EE EE EE EE EE EE EE EE EE EE rr: c,e, EE EE EE EE EE rr: c,e, EE EE EE EE EE EE EE EE EE EE EE EE T:r C.C, EE EE EE EE EE EE EE EE 1.000 1,000 1,000 1.000 1,000 1.000 I,OOU 1,000 1,000 1.000 1.000 500.00 500.00 50000 50000 50000 50000 500.00 50000 500.00 50000 500.00 1,000 50000 1,000 50000 1,000 50000 10,000 5,1..10000 1,000 50000 1.000 50000 1.000 50000 1.000 50000 1.000 500uo 1.000 50000 1.000 50000 1.000 5(jO.OU 1.000 1.000 50000 1000 1.000 1.000 1.00u 1.000 1.000 1.000 l.uOtl 1.000 1.000 1.000 1.000 1.000 5uuOO 5uO 00 5uOUU 50000 :5 00 00 5000u 50uuo 500uo 50U ou 500.00 500uO 50uOO 500.ou 500.00 httpiiWWWS.pubiiedebttreas.gov/BC/SBCPnee 578 80 57880 57880 578.80 :5 7880 57g80 57880 57880 57880 578 80 57880 578.80 57880 578 80 b,448 00 , 739.20 739.20 73920 73 920 73920 73920 739.20 739.20 73910 73920 739 .20 73920 73920 7392u 739.20 73920 7392u 739.20 739.20 73910 73920 73920 73920 1,07880 1.07880 1.07880 1,07880 1.07880 1,07880 1.07880 1,07880 1..07880 1.,07880 1.07880 1,07880 1,07880 1.078.80 i 1,44800 i ,239.20 1..239.20 1,23920 1,239.20 1..239.20 1.23920 1.239.20 1..23920 1.239.20 1,239:20 1.239.10 1.23920 1.239.20 1.23920 1.239.20 1,23920 1.23920 1.23920 1.23920 1..23920 1..239.20 1.23920 i .239.20 4.00'~0 4.000'0 4.00'}0 400% 4.00% 4.000,.'0 4.00% 4.00% 4.000'0 4.000,'0 400% 4.000,0 400% 4.000,0 4.0000 4. 001~.0 4.00'~,0 4.000,/0 4.0000 4.00% 4.00% 4. 00~0 4.00% 4.0000 4 0000 4.0000 40000 4.000,'0 4.0000 4.0000 400% 4.0mo 4.0000 4.0000 4.000/0 4.00% 4.000 0 4.0000 Page 3 of :; u7/2006 U7i202~ 07/2006 07/202~ 0712006 u7!201~ 07/200607/202~ 07/2006 07/201~ 07/2006 07/202~ 071.2006 07/.20.2~ 07/2006 071202~ 07/2006 07/202~ 07/:2006 07;202~ 07/.2006 07i.202~ 07 /2006 07;.20.2~ 07/2006 07/2(12~ 07/2006 u7/201~ OS/2006 11/202( 06/2006 12/.20 I ~ 0612006 1.2/.20 I ~ 0612006 12;20 I ~ 06/2006 12;10 1 ~ 06/2006 12/20 I ~ 06/2006 1.2/20 I ~ 06/2006 1.2/20 I ~ 06/1006 12120 I ~ 06/1006 i .2l2u 1 ~ 06/1006 12/.20 i ~ 06/1006 1.2.120 i ~ 06/1006 12/20 1 ~ 0611006 i .2120 I ~ 06/2006 1.2/.20 I ~ 061.2006 12/.2u Il 06/2006 12/20 1 ~ 06/2006 i 2/20 I ~ 06/100C) 1.2/.20 I ~ 00/2u06 11/20 I ~ 06/.2006 12120 I ~ 0{);2006 11/20 I ~ 06/2006 12/20 I ~ OCii.200C) 12;20 I ~ 4,17/2006 1:6 Savin~J:S Bond Calculator 12/1988 EE 12/1988 EE 12/1988 EE /2/1988 EE 12/1988 EE 12/1988 EE 12/1988 EE iVVIClRh PP ()R 1 I QRh PP t!x/lC;Xh PP ()!V I QXI~ PP t!R/IClRh PP nR!IQRh PP nR! 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BCiSBCPnce Pa Qe 4 ot :; 739.20 1.239.20 40000 06!200b 11nO 1 ~ 73920 1.23920 4000,0 0612006 1 ::U20 I ~ 73920 1.23920 40000 0612006 12/20 1 ~ 739.20 1.239.20 400% OM2U06 12/20 I ~ 73920 1.23920 400% 06/2006 12;:20 1 ~ 739.20 1.23920 40000 06/2006 12/.20 I ~ 739.20 1.23920 4000'0 061.2006 12120 1 ~ .:; In xn ':;In xn ':;In xn .:; In xn .:; In xn ':;In xn .:; In xt! 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L ... .p ..~u~ # Bonds Total Price Total Interest Total Value YTD Int 132 $92,000.00 $102,796.80 $19"',796.80 $1,33{ Issue Interest Next Final Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturit: 12/2001 I $1,000 $1,000.00 $182.40 $1,182.40 7.76% 03/2006 12/203: 12/2001 I 1,000 1,000.00 182.40 1,182.40 7.76% 03/2006 12/203: 12/2001 I 1,000 1,000.00 182.40 1,182.40 7.76% 03/2006 12/203: 12/2001 I 1,000 1,000.00 182.40 1,182.40 7.76% 03/2006 12/203: 12/2001 I 1,000 1,000.00 182.40 1,182.40 7.76% 03/2006 12/203: 12/2001 I 1,000 1,000.00 182.40 1,182.40 7.76% 03/2006 12/203: 12/2001 I 1,000 1,000.00 181.40 1,182.40 7.76% 0312006 121203: 1212001 I 1,000 1,000.00 182.40 1,182.40 7.76% 03/2006 12/203: 1212001 I 1,000 1,000.00 182.40 1,182.40 7.76% 03/2006 12/203: 12/2001 I 1,000 1,000.00 182.40 1,182.40 7.76% 0312006 121203: 1012001 I 1,000 1,000.00 238.40 1,238.40 6.63% 0312006 10/203: 1012001 I 1,000 1,000.00 238.40 1,238.40 6.63% 0312006 10/203: 10/2001 I 1,000 1,000.00 238.40 1,238.40 6.63% 0312006 101203: 10/2001 I 1,000 1,000.00 238.40 1,238.40 6.63% 03/2006 101203: 10/2001 I 1,000 1,000.00 23 8.40 1,238.40 6.63% 03/2006 10/203: 10/2001 I 1,000 1,000.00 238.40 1,238.40 6.63% 03/2006 10/203: 10/2001 I 1,000 1,000.00 238.40 1,238.40 6.63% 0312006 101203: 12/1998 EE 500 150.00 81. 40 331.40 3.61% 0311006 12/101~ 12/1998 EE 500 250.00 81.40 33 1. 40 3.61% 0312006 111102~ 12/1998 EE 500 150.00 81.40 33 1. 40 3.61% 0312006 111101~ 11/1998 EE 500 150.00 81. 40 33 1.40 3.61% 03/2006 11/1021 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/201~ 1211998 EE 500 150.00 81.40 331.40 3.61% 0312006 121202~ 12/1998 EE 500 150.00 81. 40 33 1.40 3.61% 0312006 111101~ 11/1998 EE 500 250.00 81.40 33 1. 40 3.61% 03/2006 111102~ 1211998 EE 500 250.00 81.40 33 1.40 3.61% 0311006 111201~ 1211998 EE 500 250.00 81.40 331.40 3.61% 03/2006 111101~ 1211998 EE 500 250.00 81. 40 33 1.40 3.61% 03/2006 12/1021 http://wwws.publicdebt.treas.govIBC/SBCPrice ,<> 4/18/2006 .'\ /,..,- ,) ,I v1 "'"', J i ' . . .Savings Bond Calculator Page 2 of 5 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 0312006 12/202~ 12/1998 EE 500 250.00 81.40 331. 40 3.61% 0312006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 33 1. 40 3.61% 03/2006 12/202~ , 12/1998 EE 500 250.00 81.40 331.40 3.61% 0312006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 0312006 121202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 0312006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 12/1998 EE 500 250.00 81.40 331.40 3.61% 03/2006 12/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 1 0/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 10/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 0312006 10/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 10/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 1 0/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 10/202" 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 10/202' 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 1O/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 0312006 1 0/202~ http://wwws.publicdebt.treas.gov/BC/SBCPrice 4/18/2006 .Savings Bond Calculator Page 3 of 5 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 10/202" 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 1 O/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 10/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 10/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 10/202" 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 1 0/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 1O/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 1 0/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 1 0/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 10/202~ 10/1997 EE 1,000 500.00 211.20 711.20 3.42% 03/2006 1O/202~ 11/1990 EE 10,000 5,000.00 6,448.00 11,448.00 4.00% OS/2006 11/202( 11/1990 EE 10,000 5,000.00 6,448.00 11,448.00 4.00% OS/2006 11/202( 11/1990 EE 10,000 5,000.00 6,448.00 11,448.00 4.00% OS/2006 11/202( 01/1989 EE 5,000 2,500.00 3,696.qO 6,196.00 4.00% 07/2006 0 1/20 1~ 01/1989 EE 5,000 2,500.00 3,696.00 6,196.00 4.00% 07/2006 01/201~ 01/1989 EE 5,000 2,500.00 3,696.00 6,196.00 4.00% 07/2006 01/201~ 01/1989 EE 5,000 2,500.00 3,696.00 6,196.00 4.00% 07/2006 01/20 1 ~ 01/1989 EE 5,000 2,500.00 3,696.00 6,196.00 4.00% 07/2006 01/201~ 01/1989 EE 5,000 2,500.00 3,696.00 6,196.00 4.00% 07/2006 01/201~ 01/1989 EE 5,000 2,500.00 3,696.00 6,196.00 4.00% 07/2006 01/201~ 01/1989 EE 5,000 2,500.00 3,696.00 6,196.00 4.00% 07/2006 0 1/20 1~ 04/1987 EE 5,000 2,500.00 4,076.00 6,576.00 4.00% 04/2006 04/201" 04/1987 EE 5,000 2,500.00 4,076.00 6,576.00 4.00% 04/2006 04/20 r 04/1987 EE 5,000 2,500.00 4,076.00 6,576.00 4.00% 04/2006 04/201" 04/1987 EE 5,000 2,500.00 4,076.00 6,576.00 4.00% 04/2006 04/20 r 05/1983 EE 500 250.00 647.20 897.20 3 .4 7% 05/1006 OS/20 L 05/1983 EE 500 150.00 647.20 897.20 3.4 7% OS/2006 OS/20 L 05/1983 EE 500 150.00 647.10 897.10 3.4 7% OS/2006 05/10 L 05/1983 EE 500 150.00 647.10 897.20 3.4 7% OS/2006 05/10 L 05/1983 EE 500 150.00 647.10 897.10 3.4 7% OS/2006 OS/20 L 05/1983 EE 500 150.00 647.20 897.20 3.4 7% OS/2006 05/10 L 05/1983 EE 500 150.00 647.20 897.20 3 .4 7% OS/2006 05/10 L 05/1983 EE 500 150.00 647.20 897.20 3.4 7% 05/1006 OS/20 L 05/1983 EE 500 250.00 647.20 897.20 3.4 7% OS/2006 05/10 L 05/1983 EE 500 250.00 647.20 897.20 3.4 7% 05/1006 05/10 L 05/1983 EE 500 250.00 647.20 897.20 3 .4 7% OS/2006 OS/20 L 05/1983 EE 500 250.00 647.20 897.20 3.47% 05/1006 OS/20 L http://wwws.publicdebt.treas.gov/BC/SBCPrice 4/18/2006 . . Savings Bond Calculator Page 4 of 5 05/1983 EE 500 250.00 647.20 897.20 3.47% OS/2006 OS/20 L 05/1983 EE 500 250.00 647.20 897.20 3.4 7% OS/2006 OS/20 L: 05/1983 EE 500 250.00 647.20 897.20 3.47% OS/2006 OS/20 L 05/1983 EE 500 250.00 647.20 897.20 3.47% OS/2006 OS/20 L 05/1983 EE 500 250.00 647.20 897.20 3.47% OS/2006 OS/20 L 05/1983 EE 500 250.00 647.20 897.20 3.47% OS/2006 OS/20 L 05/1983 EE 500 250.00 647.20 897.20 3.47% OS/2006 OS/20 L 05/1983 EE 500 250.00 647.20 897.20 3.4 7% OS/2006 OS/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 1~ 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 1 ~ 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 1 ~ 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L r 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/201~ 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/201~ 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 1 ~ 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 1~ 04/1983 EE 500 250.00 683.20 933.20 3.20% 04/2006 04/20 L View 10 I Viewing BOl1ds 1-132 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest Please rate this service. http://wwws. publicdebttreas.gov/BC /SBCPrice 4/18/2006 GAN LAW GROUP 64 SOUTH PfIT STREET CARUSLE, PENNSYLVANIA 17013 PHONE (717) 241-4300 FAX (717) 243-5175 Ridw'd R. Go. Esquire Email: ricbgao@earthlink.net Admitted to Michigan Bar Admitted to New Yode Bar Admitted to pennsylvania Bar August 14, 2007 Cumberland County Register of Wills 1 Courthouse square Carlisle, Pa 17013 Re: Estate of Dale Britten / Social Security Number 176 163944 / File No 2006-00145 Dear Madam, Enclosed please find one original and one copy of the Estate tax return in the above matter. We also enclose our check in the amount of$15.oo to cover the filing fee in this matter. Please make a permanent part of the court file and forward the requisite copy to the P A Department of Revenue. Your anticipated cooperation is appreciated. V~trWyyo= ~ Q CZ:~un-~ \~ Enclosure C.c. Ms Judy Britten lei,", i.JJ/l(\'J ~'-' " ' , ' Id80 .....,r...r. t.: ... ;"l'f'..-! . leI iV'" ,)';'~'~\ \ J,~"/j}\ -I \ (\ .JI !_:J ,...) i-J \ :2~.td +t \ ~fW LOgZ