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Home My WebLink About09-20-07 (2) . . --.J 15056041192 REV -1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes PO BOX 280801 Harrisburg, PA 17128-0801 County Code Year File Num ber INHERITANCE TAX RETURN RESIDENT DECEDENT 21 00 0022 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 178 20 6734 12 24 2006 04 21 1925 Decedent's Last Name Suffix Decedent's Rrst Name MI Dean Dorothea J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Rrst Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Retum c:::J 2. Supplemental Return c:::J 3. Remainder Return (date of death prior to 12-13-82) c:::J 5. Federal Estate Tax Retum Required c:::J 4. Limited Estate c:::J 4a. Future Interest Compromise (date of death after 12-12-82) c:::J 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c:::J 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) c:::J 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) _ 6. Decedent Died Testate (Attach Copy of Will) c:::J 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes CORRESPONDENT - This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name Daytime Telephone Number Elyse E. Rogers, Esquire 717 612 5801 Rrm Name (If Applicable) Keefer Wood Allen & Rahal, LLP r-......_) C::'"ji REGISTEl!rO;~-:WjllS USE Gol>UI. Y -l'l (/) r-:, -'0 p.) o Rrst line of address :rc~ 635 North 12th Street, Suite 400 Second line of address City or Post Office Lemoyne DATE FilED .r:- State ZI P Code PA 17043 Correspondent's e-mail address:erogers@keeferwood.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 the pre parer othe an personal representative is ed on all information of w hie h preparer has any knowledge. DATE ADDRESS , Lemoyne, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041192 --.J 15056041192 I": . Estate of: Dorothea J. Dean Executor William M. Dean 3 Foxfield Court Mechanicsburg, PA 17050 . 178-20-6734 Jane A. Tinsley 630 Raven Circle Wyoming, DE 19934 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT CJ . . --.J 15056042193 Rev-1500 EX Decedent's Name: Dorothea J. Dean RECAPITULATION Decedent's Social Security Number 178 20 6734 1. Real estate (Schedule A) ......................................... 1. 0.00 285,860.25 0.00 0.00 37,324.81 102,540.95 57,759.32 483,485.33 8,667.62 4,254.83 12,922.45 470,562.88 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) CJ Separate Billing Requested . . . . . . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) CJ Separate Billing Requested . . . . .. 7. 8. Total Gross Assets (total Lines 1-7) ................................ 8. 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . .. 10. 11. Total Deductions (total Lines 9 & 10) ......... . . . . . . . . . . . . . . . . . . . . . .. 11. 12. Net Value of Estate (Line 8 minus Line 11). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13. 0.00 470,562.88 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 470,562.88 17. Amount of Line 14 taxable at sibling rate X .12 0 . 00 18. Amount of Une 14 taxable at collateral rate X .15 0 . 00 15. 0.00 16. 21,175.33 17. 0.00 18. 0.00 19. 21,175.33 19. TAX DUE SIde2 L 15056042193 15056042193 --.J . . Rev-1500 EX Page 3 Rle Number Decedent's Complete Address: DECEDENTS NAME Dorothea J. Dean STREET ADDRESS 100 Mount Allen Road 21 00 0022 DECEDENTS SOCIAL SECURITY NUMBER 178-20-6734 CITY Mechanicsburg STATE PA ZIp. 17055 Tax Payments and Credits: 21,175.33 1. 2. Tax Due (Page 2 Line 19) Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 19,500.00 1,026.32 (2) 20,526.32 Total Credits (A + B + C) 3. Interest/Penalty if applicable D. Interest E. Penalty Total I nterest/Penalty (D + E) 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. (3) (4) (5) (5A) (5B) 649.01 0.00 649.01 0.00 0.00 4. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A This is the BALANCE DUE. 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 IZI b. retain the right to designate who shall use the property transferred or its income; ............. 0 IZI c. retain a reversionary interest; or ................................................ 0 IZI d. receive the promise for life of either payments, benefits or care? ........................ 0 IZI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................... 0 IZI 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 IZI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......................................... IZl 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. Sect. 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. Sect. 9116(a)(1.1 )(ii)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. Sect. 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. Sect. 9116(1.2) [72 P.S. Sect. 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. Sect. 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. 0.00 EXHIBIT B . . REV -1503 EX+ (6-98) COMMONWEALTH OF PENNSYL VANIA INH ERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Dorothea J. Dean FILE NUMBER 21 000022 All property jointly-owned with right of survivorhsip must be disclosed on Schedule F. VALUE AT DATE OF DEATH 9,005.94 ITEM NUMBER DESCRIPTION AT&T Inc (8.374 shares in Charles Schwab account and 1 share in account C2001868023 direct registration and 247.3536 shares in account C0003216039 direct registration) 2 AK Steel Holding Corp (Charles Schwab) 3 Alcatel-Lucent (1 share at Charles Schwab and 4 shares in dividend reinvestment plan) 4 Alltel Corp (479.5187 shares at Charles Schwab and 84.459488 shares in the dividend reinvestment plan) Dividend on above stock declared prior to decedent's death 5 CSX Corp (Charles Schwab) 6 Comcast Corp New - 15 shares at Charles Schwab and 6 shares with Com putershare 7 EI Paso Corp (Charles Schwab) Dividend on above stock declared prior to decedent's death 8 Idearc Inc (1 share in Charles Schwab and 4 shares in dividend reinvestment plan) 9 National Fuel Gas Co NJ (1259.1404 shares in Charles Schwab and 989.1946 shares in the dividend reinvestment plan) 10 P ACTIV Corp (Charles Schwab) 11 PNC Financial Services Group Inc. (428.0855 shares in Charles Schwab and 592.835441 shares in dividend reinvestment plan) 12 PPL Corp Total from continuation Schedule(s) TOTAL (Also enter on line 2, Recapitulation) 237.24 70.70 32,466.82 70.00 11,822.58 893.18 74.01 0.19 142.25 88,432.64 927.23 75,767.65 22,837.16 43,112.66 285,860.25 (If more space is needed, insert additional sheets of the same size) . . Page 2 Estate of: Dorothea J. Dean 21 000022 Schedule B - Stocks and Bonds Item Number 12 (Charles Schwab) Description Value at Date of Death Dividend on above stock declared prior to decedent's death 175.17 13 Tennecolnc (Charles Schwab) 127.44 14 Verizon Communications (21.1368 shares at Charles Schwab and 81.035094 shares in the dividend reinvestment plan) 3,745.11 15 Vodafone Group PLC (Charles Schwab) 975.71 Accrued income on above asset as of decedent's date of death 16.13 16 Windstream Corp (Charles Schwab) 6,819.55 17 aWest Communications Internationallnc (dividend reinvestment plan) 341.02 18 Windstream Corporation (dividend reinvestment plan) 1,201.01 19 Sovereign Bancorp Inc 2,296.49 20 BellSouth (in dividend reinvestment plan) 5,821.51 21 Avaya 27.16 22 Columbia Funds Ser Tr 1 Income Fund CI A 2,038.33 23 Rivus Bond Fund 751.92 Dividend on above stock declared prior to decedent's death 12.00 24 PNC Financial Services Group Inc Pfd C 18,703.77 Dividend on above stock declared prior to decedent's death 60.34 TOTAL. (Carry forward to main schedule) . . . . . . 43,112.66 . . Charles Schwab Account Date of Death: 12/24/2006 Valuation Date: 12/24/2006 Processing Date: 09/06/2007 Estate of: Dorothea J. Dean Account: 91891 Report Type: Date of Death Number of Securities: 19 File ID: Dean, Dorothea J. Estate Shares or Par Security Description Mean and/or Div and Int Security Adjustments Accruals Value High/ASk Low/Bid 1) 209.705 COLUMBIA FDS SER TR 1 (19765N542) INCOME FD CL A Mutual Fund (as quoted by NASDAQ) 12/22/2006 9.720000 2,038.33 9.72000 Mkt 2) 256.7276 AT&T INC (00206R102) COM New York Stock Exchange 12/22/2006 12/26/2006 35.079750 9,005.94 35.45000 35.15000 34.84900 H/L 34.87000 H/L 3) 15.0367 AK STL HLDG CORP (001547108) COM New York Stock Exchange 12/22/2006 12/26/2006 15.777500 237.24 15.67000 16.54000 15.40000 H/L 15.50000 H/L 4) 5 ALCATEL-LUCENT (013904305) SPONSORED ADR New York Stock Exchange 12/22/2006 12/26/2006 14 .140000 70.70 14.39000 14 . 16000 14.01000 H/L 14.00000 H/L 5) 563.9782 ALLTEL CORP (020039103) COM New York Stock Exchange 12/22/2006 12/26/2006 57.567500 32,466.82 57.93000 57.75000 57.21000 H/L 57.38000 H/L Div: 0.125 Ex: 12/06/2006 Rec: 12/08/2006 Pay: 01/03/2007 70.50 6) 346.0689 CSX CORP (126408103) COM New York Stock Exchange 12/22/2006 35.00000 33.55000 H/L 12/26/2006 34.24000 33.86000 H/L 34.162500 11,822.58 21 COMCAST CORP NEW (20030N101) CL A The NASDAQ Stock Market LLC 12/22/2006 42.72000 42.24000 H/L 12/26/2006 42.95000 42.22000 H/L 42.532500 893.18 4.7908 EL PASO CORP (28336L109) COM New York Stock Exchange 12/22/2006 15.84000 15.20000 H/L 12/26/2006 15.59000 15.16000 H/L 15.447500 74.01 Div: 0.04 Ex: 11/29/2006 Rec: 12/01/2006 Pay: 01/02/2007 0.19 7) 8) 9) 5 IDEARC INC (451663108) COM New York Stock Exchange 12/22/2006 12/26/2006 28.55000 29.17000 27.88000 H/L 28.20000 H/L 28.450000 142.25 10) 2248.335 NATIONAL FUEL GAS CO N J (636180101) COM New York Stock Exchange 12/22/2006 12/26/2006 39.55000 39.45000 39.12000 H/L 39.21000 H/L 39.332500 88,432.64 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) Page 1 . Date of Death: 12/24/2006 Valuation Date: 12/24/2006 Processing Date: 09/06/2007 Shares or Par Security Description 11) 26 PACTIV CORP (695257105) COM New York Stock Exchange 12/22/2006 12/26/2006 12) 1020.921 PNC FINL SVCS GROUP INC (693475105) COM New York Stock Exchange 12/22/2006 12/26/2006 13) 150.8571 PNC FINL SVCS GROUP INC (693475402) PFD C CV $1. 60 New York Stock Exchange 12/22/2006 12/27/2006 High/Ask 35.77000 36.00000 74.48000 74.53000 130.00000 122.00000 Low/Bid 35.28000 H/L 35.60000 H/L 73.86000 H/L 73.99000 H/L 119.95000 A/B 122.00000 H/L Div: 0.4 Ex: 12/06/2006 Rec: 12/08/2006 Pay: 01/02/2007 636.9754 PPL CORP (69351T106) COM New York Stock Exchange 12/22/2006 12/26/2006 14) 35.91000 36.22000 35.55000 H/L 35.73000 H/L Div: 0.275 Ex: 12/06/2006 Rec: 12/08/2006 Pay: 01/01/2007 41.7271 RlVUS BOND FUND (769667106) COM New York Stock Exchange 12/22/2006 12/26/2006 15) 18.09000 18.09000 18.06000 H/L 17.84000 H/L Div: 0.2875 Ex: 12/18/2006 Rec: 12/20/2006 Pay: 01/22/2007 5.1749 TENNECO INC (880349105) COM New York Stock Exchange 12/22/2006 12/26/2006 16) 17) 102.1719 VERIZON COMMUNICATIONS (92343V104) COM New York Stock Exchange 12/22/2006 12/26/2006 18) 35 VODAFONE GROUP PLC NEW (92857W209) SPONS ADR NEW New York Stock Exchange 12/22/2006 12/26/2006 24.68000 24.94000 36.77000 36.90000 28.18000 27.99000 24.30000 H/L 24.58500 H/L 36.47000 H/L 36.48000 H/L 27.64000 H/L 27.70000 H/L Div: 0.46082 Ex: 11/21/2006 Rec: 11/24/2006 Pay: 02/02/2007 494 WINDSTREAM CORP (97381W104) COM New York Stock Exchange 12/22/2006 12/26/2006 19) Total Value: Total Accrual: Total: $276,173.56 13.93000 13.97000 Page 2 13 . 53900 H/L 13.78000 H/L . Estate of: Dorothea J. Dean Account: 91891 Report Type: Date of Death Number of Securities: 19 File ID: Dean, Dorothea J. Estate Mean and/or Div and Int Security Adjustments Accruals Value 35.662500 927.23 74.215000 75,767.65 123.983333 18,703.77 60.34 35.852500 22,837.16 175.17 18.020000 751. 92 12.00 24.626250 127.44 36.655000 3,745.11 27.877500 975.71 16.13 13.804750 6,819.55 $275,839.23 $334.33 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) == .... = L<:~ (~ 3 at&t '~ (,omputershare + . . --- == ~ - - = --- ~ --- ~ --- liiiiiii = ~ -- ~ = 062518 Computershare Trust Company, N.A. P.O. Box 43078 Providence Rhode Island 02940.3078 Within the US, Canada & Puerto Rico 800351 7221 Outside the US, Canada & Puerto Rico 781 5754729 www.computershare.com/att === = = DOROTHEA J DEAN 3 FOXFIELD CT MECHANICSBURG PA 17050 1111111,1,111111111111111111,11111111,11,1,1,11111111111,.1111 Holder Account Number C 0003216039 INO "" U "" 1111I III " " SSNfTlN Certified Symbol Yes T 00 I CS008t_RPS.DL.A IT.t 02857 _138/0625 t 8/0625721i 1 AT&TlriclOirectSERVICE Investment progrcun Stitfemeflt<; .. :, <.,. .,' ":, . ,:': >', ,,'<.-... ,', __.:..': '",':',,;' i,' ", . :::~ ,....:--- ;.' ......:_ _.' . . c', . .:,:~ :'-'" ><:. . .:" :,: :,' : -, '. --.' ',-.'", - <"'::,'; 'C',: ,.... '. ,..... ' . :'.;. ",.' ~..- :. _:" . ','. " '.:.__,'". : _; .' .'., -,',". ,';';'",,-<', ...:. ::" . ,,' ~'," ; ::::~; Dividend Information Record Date: 10 Jul2007 Holder Account Number:C 0003216039 Payment Date Number of Shares I Reinvesting Dividends Dividend Rate I Gross Dividend I ($) ($) Tax Withheld I ($) Tax Type I Net Dividend ($) 01 Aug 2007 Transaction History 251.877589 0.355000 89.42 89.42 From: 28 Dec 2006 To: 01 Aug 2007 Date Deduction Description I Amount ($) I Amo($~ I 28 Dee 2006 01 Feb 2007 01 May 2007 01 Aug 2007 Summary of Holdings Balance Forward Dividend Reinvestment Dividend Reinvestment Dividend Reinvestment 87.81 88.63 89.42 2.23 2.22 2.22 D d t" N t P" P T ct" Total e uc IOn I e I nce er I ransa Ion I Reinvestment Type Amount ($) Share ($) Shares Share Balance c-. 247.353600) 2.304746 249.658346 2.219243 251.877589 2.201904 254.079493 Fees Fees Fees 85.58 37.132081 86.41 38.936696 87.20 39.602093 Date: 01 Aug 2007 Class Description: DSPP . COMMON STOCK Certificated Shares I Uncertificated Shares I Direct Registration I Reinvestment Total Shares Closing Price I Per Share ($) Value ($) 0.000000 0.000000 254.079493 254.079493 40.230000 10.221.62 . . lomputershare + - - - .~'~ V ...._"'./>' at&t --- = --- - --- - --- - - - --- - = 080625 Computershare Shareholder Services, Inc. P.O. Box 43078 Providence Rhode Island 02940-3078 Within the US, Canada & Puerto Rico 800351 7221 Outside the US, Canada & Puerto Rico 781 5754729 www.computershare.com/att ~ --- = DOROTHEA J DEAN 3 FOXFIELD CT MECHANICSBURG PA 17050-7339 11111111111111111111111111111111111111111111111111111111111111 For a change of address please call the above number or visit us at www.computershare.com/atl Holder Account Number C 2001868023 INO - ~ = II " 111111111111I1111 11111 Record Date SSNITIN Certified 10 Jan 2007 Yes 00 ICS007R.DOMEQS.A TT.1430 13_37/lJKOfi25IUKOfi25Ii6 AT&T Inc. . Dividend Advice AT&T INC. RAISES QUARTERLY DIVIDEND 6.8 PERCENT The enclosed dividend reflects a 6.8 percent increase that was approved by the Board of Directors of AT&T Inc. on December 15, 2006. The new dividend rate is $0.355 a share. Dividend Confirmation 01 Feb 2007 SO .355 Deduction I Amount ($) 0.00 0.00 Deduction I Type Net Dividend ($) Payment Date I CI D . t' I Participating I ass escnp Ion 5 h . ares Dividend I Gross I Rate Dividend ($) COMMON 0.36 0.36 N/A 0.36 0.36 Year-To.Dale Paid Your Payment Instruction Amount Deposited Account Number: 2331025681 NOT NEGOTIABLE THIS IS NOT A CHECK $0.36 Please be advised that your dividend has been credited to your account. If payment cannot be made per the above instruction, a check will be forwarded 10 your registered address. . 7UDe A T T + ~ lite I tomputershare + . . ~ - - 001570 IIMPORTANT TAX RETURN DOCUMENT ENCLOSEDI Computershare Trust Company, Inc 250 Royall Street Canton Massachusetts 02021 Within tile US, Canada & Puerto Rico 8882435445 Outside tile US, Canada & Puerto Rico 3123605126 www.computersilare.com = =- = = = = =- DOROTHEA J DEAN 3 FOXFIELD CT MECHANICSBURG PA 17050 1111111111 " 11111111111,11111111.11111 11./1111111111111'11 I1II Holder Account Number = =- = C 0000087963 INO = = 11111111111111111111 " IIII SSN/TIN Certified Symbol Yes AT IIlI jl'SIII)(16_RPS,DLTX.A TI..l )32 1-.t_l\-lJJ/l.Ill I 570111111 ~7hli ALL TEL CORPORATION. Statement of Holdings If you want to make an optional cash purchase at this time, please make your check payable to Computershare. Please write your Holder Account Number and the Company name on the check or on your cover letter. Please send your check to: Computershare, P,O. Box 6006, Carol Stream, IL 60197-6006. Dividend Information Record Date I Payment Date CI D 't' Shares/Units Participating in 11 ass escnp Ion i . , . I DIvidend Reinvestment ! Dividend [ Gross i Taxes i Rate ($)! Dividend ($) I Withheld ($) i Net Dividend ($) 08 Dee 2006 03 Jan 2007 Common 84.459488 0.125000 10.56 10.56 Transaction History From: 01 Jan 2007 To: 03 Jan 2007 Date . .,: Transaction I Deduction I Transaction Description '[ A t ($) i Amount I I moun! ($) , . Price Per, Total Total DeductIOn I Net I Share/Unit! Transaction I Shares/Units Type I Amount ($) ($) I Shares/Units I Held Plan Transactions Drip-Common Stock 01 Jan 2007 Balance Forward 03 Jan 2007 Dividend Reinvestment 10.56 0.01 Camp Paid Fees 10.56 61.932800 0.170507 Summary of Holdings Date: 03 Jan 2007 Class Description Certifjcat~d : Direct Registration/I . Dividend I Total I Closing Prjc~ I Shares/Units I 8 k Sh /U't i Reinvestment Sh /U't Per Share/Unit Held By You: 00 ares m s I Shares/Units ares nr s ($) 0.000000 0.000000 84.629995 84.629995 61.870000 Value ($) Drip-Common Stock 5,236.06 01 CD40005 OOH5JA 43UDR IMPORTANT TAX RETURN DOCUMENT ATTACHED Please see important PRIVACY NOTICE on reverse side of statement A T L + . NATIONAL FUEL GAS COMPANY . A DIRECT STOCK PURCHASE AND DIVIDEND ESTMENT PLAN STATEMENT OF ACCOUNT I ne .- 01 ''law T Ort\, I\UIIIIIII::illdlUI P.O 58 01 New 07101-9774 SEQ# 005951 Answers to many questions and requests are available by visiting The Bank of New York's webslte at: http://stockbny.com or Emall at:Shareowners@bankofny.com 005951 XB042601 DOROTHEA J DEAN 3 FOXFIELD CT MECHANICSBURG PA 17050-7339 1-800-648-8166 \~ fG- o;;} Y" ,,~ krO I b \ 1426 0000056085 12/29/06 01/16/07 Next Anticipated Investment Date WEEKL Y IMPORTANT TAX DOCUMENT ATTACHED Company Number Account Number Record Date Payment Date CURRENT DIVIDEND PURCHASE INFORMATION Plan Record Date Position Gross Dollars Service Tax Net Dollars Rate Held By You In CertifICate Form Held By Plan Total Paid Fees Wi Ihheld Reinvested 01 Direct Registration Administrator 0 989.1946 989.1946 .3000 296.76 .00 .00 296.7c YEAR- TO-DATE TRANSACTIONS Transaction Dale Transaction Description Transaction Dollars Price per Share Transaction Shares Total Shares Held By Administrato. BALANCE FORWARD {'"C989.i946 01/16/07 PLAN DIVIDEND 296.76 38.5385 7.7004 '7'70.ts'J'5t IF VOl HAVE ANV QUESTIONS REGARDING VOUR AC COUNT} PLEASE CAll OUR Oll FREE UMBER OR VIS IT OUR WEBSITE. THE A TACHED TAX DOCUMENT SHOULD BE RETAINE D FOR TAX PUR POSES. GROSS DIVIDENDS TAXES WITHHELD .92 ADDITIONAL INCOME FAIR MARKET VALUE 38}418.84 296.76 .00 .00 296.76 . FORM 1099 DlV BELOW, PLEASE DETACH. 0PNC + . . The PNC Financial Services Group 003159 Computershare Trust Company, Inc 250 Royall Street Canton Massachusetts 02021 Within the US, Canada & Puerto Rico 800982 7652 Outside the US, Canada & Puerto Rico 312 360 5235 ....... - - = ....... DOROTHEA J DEAN 3 FOXFIELD CT MECHANICSBURG PA 17050-7339 I11II1 L II " 11111 " 111111111111111111111111 L 1I1I111111111 " II Holder Account Number C 0000191531 INO - - 11111111111111111111111111 SSNITIN Certified Symbol Yes PNC 00 I( 'SO(lII{l..I\PS.!)L.PNf.' 15)85-1 7_, 1.1I111n J 5l)11I0321 '2/i 1 The PNC Financial Services Group, Inc. . Statement of Holdings Register your email address at www.eTreeUSA.com/pnc to receive your shareholder communications electronically and we will have a tree planted on your behalf by American Forests, Dividend Information Holder Account Number:C 0000191531 Record Date I Payment Date CI D 't' I. Shares/Units Participating in I' ass escnp Ion D' 'd dR' IVI en elOvestment, Dividend ! Gross I Taxes I Rate ($) I Dividend ($) Withheld ($) Net Dividend ($) 13 Oct 2006 24 Oct 2006 Common 588.119791 0.550000 323.47 323.47 Transaction History From: 01 Jan 2006 To: 24 Oct 2006 Trade Date i I Fair Market Tax Basis Purchase Transaction 'I' Transaction I Deduction I Deduction Net P' P I' f Sh I P' P , Transaction nee er i 0 ares I nee er i Description I Amount ($) Amount ($)! Type Amount ($) Share/Unit ($): Acquired Share/Unit ($) I Shares/Units Plan Transactions 24 Jan 200f1 Divid'mrl Reinves1ment 787.2F. 28726 65365000 287.41 6~.330000 &,397061 24 Apr 2006 Dividend Reinvestment 318.40 318.40 69.545000 318.13 69.605000 4.574384 24 Jut 2006 Dividend Reinvestment 320.92 320.92 68.910000 319.58 69.200000 4.637572 24 Oct 2006 Dividend Reinvestment 323.47 323.4 7 68.360000 322.36 68.595000 4.715650 Summary of Holdings Date: 24 Oct 2006 Class Description: DRIP-COMMON STOCK 0.000000 592.835441 Total Shares/Units I ~ ~ Closing Price Per I Share/Unit ($) Value ($) Certificated Shares/Units i Direct Registration/I Dividend Reinvestment I Held By You l Book Shares/Units Shares/Units 0.000000 68.490000 40,603.30 . 43UDR PNC + 01CD40019 DDH5JA Please see important PRIVACY NOTICE on reverse side of statement = ~ Ver.70n {omputershare + . . ;;;;;;;;;;;; - - - - - 080537 Computershare Trust Company, N.A. 250 Royall Street Canton Massachusetts 02021 Within the US, Canada & Puerto Rico 800631 2355 Outside the US, Canada & Puerto Rico 781 575 3994 www.computershare.com/verizon - == ............ AUTO" 3-DIGIT 170 000000311/000080537 - - ;;;;;;;;;;;; == DOROTHEA J DEAN 3 FOXFIELD COURT MECHANICSBURG PA 17050-7339 111.1111..1111...1 J 1.11...1. J .1'111"111,1.1 J .11" I' J 111..1.11 Holder Account Number - - = C 0007453272 INO - ;;;;; IIII U" II 11111111 111111 SSN/TIN Certified Symbol Yes VZ 00 I CS0006_RPS.DL.VZN.214855_9119/0S053 7/080862/i 1 VerizonComrnunications Direct Invest Statement Save time. Be more secure. Help the environment. Manage your holdings at Investor Centre! - Sign in or Register, quickly and easily, at www.computershare.com/verizon - Access and manage your holdings, view history, update your details, and more, It is easy, and free, so get started managing your account at Investor Centre now! Dividend Information Holder Account Number:C 0007453272 Record I Payment CI D 'f I Shares/Units Participating in I Dividend I Gross I Taxes I Net Date Date ass escnp Ion . , . Rate ($) Dividend ($) Withheld ($) Dividend ($) DIVidend Reinvestment 10 Jan 2007 01 Feb 2007 Common 81.035094 0.405000 32.82 32.82 Transaction History From: 01 Jan 2007 To: 01 Feb 2007 , .. Transaction I Deduction I Deduction I Net I Price P~r I Tota! Total Date Transaction Description I Amount ($) Amo($~ Share/Unit Transaction I Shares/Units Type Amount ($) ($) Shares/Units Held Plan Transactions Dspp - Common Stock 01 Jan 2007 Balance Forward 01 Feb 2007 Dividend Reinvestment 32.82 1.66 Transaction Fee 31.16 38.100040 0.817847 Summary of Holdings Date: 01 Feb 2007 Class Description Certificated I Direct Registration' I Dividend I Total I Closing Price I Shares/Units Book Shares/Units Reinvestm~nt Shares/Unit Per Share/Unit Held By You Shares/Units s ($) 0.000000 0.000000 81.852941 81.852941 38.000000 Value ($) Dspp - Common Stock 3,110.41 . 43UDR VZN + . QWest Communications Date of Death: 12/24/2006 Valuation Date: 12/24/2006 Processing Date: 03/08/2007 Shares or Par Security Description High/Ask 1) 41 QWEST COMMUNICATIONS INTL INC (749121109) COM New York Stock Exchange 12/22/2006 8.36000 12/26/2006 8.37000 Total Value: Total Accrual: Total: $341.02 Page 1 . Estate of: Dorothea J. Dean Estate Account: 91891 Report Type: Date of Death Number of Securities: 1 File ID: Tostevin, Lillian Estate QWest Communications Low/Bid Mean and/or Div and Int Adjustments Accruals security Value 8.25000 H/L 8.29000 H/L 8.317500 341.02 $341.02 $0.00 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) 01/10/07 41.0000 0.0000 41. 0000 8.2900 339.89 Investor Services Church Street Station, P.O. Box 11258 New York, NY 12086-1258 1-212-815-3700 . . 7l'Je BAN K of NEW YORK,. DOROTHEA J DEAN 3819 HEARTHSTONE RD CAMP HILL PA 17011-1426 Re: QWEST COMMUNICATIONS INTERNATIONAL INC CO #: 1645 Acct. #: 0002222198 Dear Investor: Thank you for your recent inquiry regarding the status of the above-referenced account. Listed below is the account balance as of: Date Certificated/DRS Balance Div. Reinv. Balance Total Shares Per Share Value Total Value We hope this infonnation has been helpful. You may also view your account online at: www.stockbny.com Sincerely, Investor Services , ,,;;;;)I'iF'li .~ 1f11)'''? 4 ~ J - . ,;~~-~~~.;~- " -1:-"'4,," . . Windstream Corporation Date of Death: 12/24/2006 Valuation Date: 12/24/2006 Processing Date: 03/08/2007 Estate of: Estate of Dorothea J. Dean Account: 91891 Report Type: Date of Death Number of Securities: 1 File ID: Dean, Dorothea J. Estate Windstream Corp Shares or Par Security Description Low/Bid Mean and/or Div and Int Adjustments Accruals Security Value High/Ask 1) 87 WINDSTREAM CORP (97381WI04) COM New York Stock Exchange 12/22/2006 12/26/2006 13.93000 13.97000 13.53900 H/L 13.78000 H/L 13.804750 1,201. 01 Total Value: Total Accrual: Total: $1,201.01 $1,201.01 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) . . Sovereign Bancorp Inc Date of Death: 12/24/2006 Valuation Date: 12/24/2006 Processing Date: 03/08/2007 Estate of: Dorothea J. Dean Estate Account: 91891 Report Type: Date of Death Number of Securities: 1 File ID: Dean, Dorothea J. Estate Sovereign Bancorp Inc Shares or Par Security Description Mean and/or Div and Int Adjustments Accruals Security Val ue High/Ask Low/Bid 1) 89 SOVEREIGN BANCORP INC (845905108) COM New York Stock Exchange 12/22/2006 12/26/2006 26.00000 25.90000 25.67000 H/L 25.64300 H/L 25.803250 2,296.49 Total Value: Total Accrual: Total: $2,296.49 $2,296.49 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) . . BellSouth Date of Death: 12/24/2006 Valuation Date: 12/24/2006 Processing Date: 03/10/2007 Estate of: Estate of Dorothea J. Dean Account: 91891 Report Type: Date of Death Number of Securities: 1 File ID: Dean, Dorothea J. Estate Bellsouth Shares or Par Security Description Low/Bid Mean and/or Div and Int Adjustments Accruals Security Value High/Ask 1) 126.3417 BELLSOUTH CORP (079860102) COM New York Stock Exchange 12/22/2006 12/26/2006 46.57000 46.20000 45.80000 H/L 45.74000 H/L 46.077500 5,821.51 Total Value: Total Accrual: Total: $5,821.51 $5,821. 51 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) SELI.SOUTH · . 41040100413910165564 Bel uth Direct Investment Plan Statement of Account Page 1 012 0041391 01 AT 0.308 HAUTO T5 0 1224 17050-733903 DOROTHEA J DEAN 3 FOXFIELD CT MECHANICSBUR PA 17050-7339 STATEMENT PRINT DATE: CUSIP: SYMBOL: ACCOUNT KEY: 11/07/2006 001-752-07986010 BLS DEAN-----DOROJOOOO 125294084936 INVESTOR 10: 1".111",111"..1,1.1111,1."1..11..,11,1.1.,11",,,11,"1,11 Please retain enclosed Form 1099-DIV for your 2006 tax records. I ACCOUNT INFORMAT.ION AS OF RECORD DATE . RECORD DATE PAYABLE DATE 10/10/2006 11101/2005 SHARES SHARES HELD BY TOTAL SHARES DIVIDEND GROSS TAX NET YOU HOLD AGENT FOR YOU RATE ($) DIVIDEND ($) WITHHELD ($) DIVIDEND ($) o 125.5255 125.5255 0.290 36.41 0.00 36.41 DESCRIPTION COMMON STOCK I TRANSACTION DETAIL I DATE DESCRIPTION AMOUNT SERVICE NET AMOUNT TRADING MARKET TAX SHARES ADDED SHARE BALANCE HELD INVESTED (S) FEE(S) INVESTED (S) FEES (S) PRICE (S) BASIS ($) OR WITHDRAWN BY AGENT FOR YOU BALANCE 122.2064 02/01/06 DIV INVESTED 35.44 0.00 35.44 0.01 27.839 27.849 1.2731 123.4795 05/01/06 DIV INVESTED 35.81 0.00 35.81 0.01 33.295 33.305 1.0756 124.5551 08/01/06 DIV INVESTED 36.12 0.00 36.12 0.00 37.223 37.233 0.9704 125.5255 11/01/06 DIV INVESTED 36.41 0.00 36.41 0.00 44.611 44.621 0.8162 126.3417 I I , I I . ~. - CUMULATIVE INFORMATION FOR THE CALENDAR YEAR - CASH INVESTMENTS (S) DIVIDENDS NET (S) NET INVESTED (S) PAID IN CASH (S) 143.78 143.78 0.00 0.02 143.80 GROSS (S) TAX WITHHELD (S) TRADING TAXABLE INCOME = GROSS FEES (S) DIVIDEND + TRADING FEES (S) 0.00 143.78 0.00 I " ,- . ",' ..-. !. . _ _ _ .cURRENTSH~REBALANCEAND.:MAHKJ;T.:..v~J,.;UE,INEORNlATION, '. ,-" ~---'- -'.--,.':' L_ _ _ _ - . -..... .- - ~ .."!- - - --' - . ~ SHARES YOU HOLD SHARES HELD BY AGENT FOR YOU AS OF: 11/03/2006 CLOSING PRICE ($) MARKET VALUE ($) TOTAL SHARES o 126.3417 126.3417 44.120 5,574.20 DR 11/06 --------------------------------------------------------------------------------------------------------------------------------- If you have questions regarding this statement, call 1-800-631-6001. CUSIP 001.752-07986010 ACCOUNT KEY DEAN.....DOROJOOOO DOROTHEA J DEAN 3 FOXFIELD CT MECHANICSBUR PA 17050.7339 7575 125294084936 00175207986010DEAN-----DOROJOOOOIR00185 . . Estate Valuation Date of Death: 12/24/2006 Valuation Date: 12/24/2006 Processing Date: 09/05/2007 Estate of: Estate of Dorothea Dean Account: 91891 Report Type: Date of Death Number of securities: 1 File ID: Dean, Dorothea J. Estate Avaya Shares or Par Security Description Mean and/or Div and Int Adjustments Accruals Security Value High/Ask Low/Bid 1) 2 AVAYA INC (053499109) COM New York Stock Exchange 12/22/2006 12/26/2006 13.577500 27.16 13.78000 13.66000 13.45000 H/L 13.42000 H/L Total Value: Total Accrual: Total: $27.16 $27.16 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) EXHIBIT E 2 PA Unclaimed Property Includes $1.19 cash in lieu re: New Valley Corp $11.63 dividends re: 1838 Bond Debenture Trading Fund $54.16 dividends re: QWest Communications Inti Inc. 66.98 . . REV -1508 EX+ (6-98) COMMONWEAL TH OF PENNSYL VANIA INH E RITANCE TAX RETURN RESID ENT 0 ECEO ENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Dorothea J. Dean FILE NUMBER 21 000022 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 Scheduel F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 27,734.20 Charles Schwab 2761-3063 3 AIG Sun America Annuity Check re: A634050205D 562.63 4 US Treasury, Income Tax Refund 8,961.00 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) 37,324.81 29/12.PNC02101.018544-SML-17050733900565159 '1 DOROTHEA J DEAN 3 FOXFIELD CT MECHANICSBURG PA 17050-7339 o - Q) (J'I t ---- - === ---- 'J[rrr; SCHWAB . . Account Statement Retain for Your Records Statement Period: December 1, 2006 to December 31, 2006 Last Statement: November 30, 2006 hwab One@ Account count Number: 2761-3063 Going paperless is easy. Log on to: www.schwab.com/estatements Questions? Call1-BOO-435-9050 Banking Inquiries: Call 1-800435-9050 Account Opened in: 1999 Page 1 :count Value Summary .. sh, Money Market, and Deposit Accounts Irgin Loan Balance estments tal Account Value ~ dJ'0-- ~.:;'-\ ,j. 0 / \glo (~- ~ ?,1. (1\~q. ~ I Change In Value Summary $ 27,893.86 Starting Account Value $ 0.00 Transactions & Income This Period $ 175,992.98 Change in Value of Investments This Period $ 203,886.84 Ending Account Value Change in Account Value Since 1/1/06 )tal Funds Available: Cash + Margin 'ailable to Withdraw lcurities Buying Power I $ 116,264.86 $ 232,529.72 I Rate Summary Deposit Accounts: Interest rate as of 12/29 (Z) Schwab MMF Margin Loan Rates vary by balance - - - - - - === I $ 198,656.73 ---= $ 204.14 - $ 5,025.97 - $ 203,886.84 $ 37,010.27 = === I 2.60% = ---- 4.66% 8.25% to 10.75% ____ ~ vestment Detail ~scriDtion Svmbol Quantity l on~/Short Price Market Value Ish, Money Market, and Deposit Accounts EPOSIT ACCOUNTS (X,Z) $ 468.77 CHWAB MONEY MARKET FUND SWMXX 27,425.0900 L $ 1 27,425.09 vestments OLUMBIA INCOME FUND CL (M) Q L1IAX 209.7050 L $ 9.6900 $ 2,032.04 . A ~ T & T INC NEW (M) Q T 8.3740 L 35.7500 299.37 8 ,K STEEL HOLDING CORP (M) Q AKS 15.0367 L 16.9000 254.12 - Q) ,LCATEL LUCENT ADR F(M) ALU 1 L 14.2200 14.22 ~ SPONSORED ADR ~ 1 ADR REP lORD 0 - Q AT 479.5187 L 60.4800 29,001.29 0 .LL TEL CORP DEL'(M) (..) CSX 346.0689 L 34.4300 11,915.15 -< ; S X CORP (M) Q . ;OMCAST CORP NEW CL A (M) CMCSA 15 L 42.3300 634.95 :L PASO CORPORATION (M) Q EP 4.7908 L 15.2800 73.20 )EARC INC (M) IAR 1 L 28.6500 28.65 IATIONAL FUEL GAS CO (M) Q NFG 1 ,259.1404 L 38.5400 48,527.27 . 'ACTIV CORPORATION (M) PTV 26 L 35.6900 927.94 lease see "Footnotes for Your Account" section for an explanation of the footnote codes and symbols on this statement. ,2004 Charles Schwab & Co., Inc. All tights reserved. Member SIPC CRS 22640 (0001 -0386) STP 10479R2-03 112/04) :'11)(1 p....r.n?tn1.nHl........ R~1f.R . &eau of Unclaimed Property P.O. Mr"1837, Harrisburg, PA 17105-1837 1-800-222-2046 11111111111111111111111111111111111111111111111111 Treasury Department Commonwealth of Pennsylvania Harrisburg, Pennsylvania 17120-0018 99878508 ert 1~r~:#,~f~*!'~':,t~"A~r~lf11~~~lrf:.'~."~.;~; (A) Original Owner's Name (8) Original Owner's Address as Reported 3819 HEARTHSTONE RD CAMP HILL PA 17011-1- DEAN DOROTHEA J (C) Holder Reporting Funds NEW V ALLEY CORP (E) Holder Address and Contact (D) Last Transaction Date 06/04/1999 (F) Type of Funds Reported 2338408364 C/O AMERICAN STOCK TRANSFER & TRUST CO 6201 1 BROOKLYN NY 11219- ASHER MEISELS (718)921-8357 (G) Certificate, Policy or Check Number STOCK - CASH-IN-L1EU (H) Amount Reported $1.19 DEAN DOROTHEA J (8) Original Owner's Address as Reported 3819 HEARTHSTONE RD CAMP HILL PA 17011-01 (C) Holder Reporting Funds 1838 BOND DEBENTURE TRADING FUN[ (E) Holder Address and Contact (D) Last Transaction Date 01/26/1999 (F) Type of Funds Reported 42053068806427 2701 RENIASSANCE BLVD KNG OF PRUSSA PA 19406 ERIC BECKERMAN (781 )575-2770 (G) Certificate, Policy or Check Number DIVIDENDS (H) Amount Reported $11.63 DEAN DOROTHEA J (8) Original Owner's Address as Reported 3819 HEARTHSTONE RD CAMP HILL PA 17011-1- (C) Holder Reporting Funds QWEST COMMUNICATIONS INTL INC (E) Holder Address and Contact (D) Last Transaction Date 04/03/2001 (F) Type of Funds Reported 2222198 C/O BANK OF NEW YORK 385 RIFLE CAMP ROAD WEST PATERSON NJ 07424- RICHARD ENGLANDER (973)247-4520 (G) Certificate, Policy or Check Number DIVIDENDS (H) Amount Reported $54.16 Total Shares Claimed 0.0000 Total Cash Claimed $66.98 RETURN CLAIM FORM AND DOCUMENTATIONTO: Bureau of Unclaimed Property P.O. Box 1837, Harrisburg, PA 17105-1837 998785081 1/24/2007 EXIBIT F SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT . . REV-1509 EX+(a-98) SCHEDULE F COMMONWEAL TH OF PENNSYL VANIA INH ERITANCE TAX RETURN RESIDENT 0 ECEDENT JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Dorothea J. Dean 21 000022 If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G. A. William M. Dean 3 Foxfield Court Mechanicsburg, PA 17050 Son B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY. INCLUDE NAMEOF FINANCIAL "10 OF DATEOFDEATH ITEM FOR JOINT MADE INSTITUTION AND BANKACCTNUMBEROR SIMILAR IDENTIFYING DATE OF DEATH DECO'S VAL UE OF NUM. TENANT JOINT NUMBER. ATTACH DEED FOR JOINTLY-H ELD REAL ESTATE. VALUEOFASSET INTEREST DECEDENTS INTEREST 1 A 11/02/94 Sovereign Bank CD 2335129462 owned joint 12,052.36 50.000e 6,026.18 with decedent's son, William M. Dean Opened 11/2/94 A 11/02/94 Interest on above item accrued as of decedent's 125.54 50.000e 62.77 death 2 A 07/01/82 Sovereign Bank Checking Account 2331025681 49,214.53 50.000e 24,607.27 joint with decedent's son, William M. Dean Opened 7/1/1982 A 07/01/8~ Interest on above item accrued as of decedent's 11.52 50.000< 5,76 death 3 A 07/29/02 PSECU Checking Account S04 joint with 21,890.20 50.000e 10,945.10 decedent's son, William M. Dean joint as of 07/29/02 A 07/29/02 Interest on above item accrued as of decedent's 3.45 50.000e 1.73 death 4 A 12/15/82 Sovereign Bank Money Market Savings Account 36,982.79 50.000e 18,491.40 2331031312 joint with decedent's son, William M. Dean Opened 12/15/1982 Total from continuation Schedule(s) 42,400.74 TOTAL (Also enter on line 6, Recapitulation) 102,540.95 (If more space is needed, insert additional sheets of the same size) . . . . Page 2 Estate of: Dorothea J. Dean 21 000022 Schedule F - Jointly-Owned Property Letter Date % of Date of Death Item for Joint Made Date of Death Deed's Value of Num. Tenant Joint Description of Property Value of Asset Interest Decedent's Interest A 12/15/82 Interest on above item accrued as of decedent's 19.09 50.0000 9.55 death 5 A 02/16/00 Sovereign Bank Savings Account 2474010465 12,180.64 50.0000 6,090.32 owned joint with decedent's son William M. Dean Opened 2/16/00 A 02/16/00 Interest on above item accrued as of decedent's 17.21 50.0000 8.61 death 6 A 07/29/02 PSECU Savings Account S01 joint with 18,408.78 50.0000 9,204.39 decedent's son, William M. Dean joint as of 07/29/02 A 07/29/02 Interest on above item accrued as of decedent's 14.36 50.0000 7.18 death 7 A 07/29/02 PSECU Money Market Account S07 joint with 22,128.82 50.0000 11,064.41 decedent's son, William M. Dean joint as of 07/29/02 A 07/29/02 Interest on above item accrued as of decedent's 68.32 50.0000 34.16 death 8 A 11/2/94 Sovereign Bank CD 2335129454 owned joint 16,968.59 50.0000 8,484.30 with decedent's son, William M. Dean Opened 11/2/94 A 11/2/94 Interest on above item accrued as of decedent's 176.74 50.0000 88.37 death 9 A 02/22/95 Sovereign Bank CD 2475011801 owned joint 14,671.95 50.0000 7,335.98 with decedent's son, William M. Dean Opened 2/22/95 A 02/22/95 Interest on above item accrued as of decedent's 146.94 50.0000 73.47 death TOTAL. (Carry forward to main schedule) . . . . . . 42,400.74 - - . . Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Dorothea J. Dean 178-20-6734 Account #: 2331025681 Type: Checking In the name of: Dorothea J Dean or William M Dean Date of Death Balance: $49,214.53 Int.(yTD) from 1/1/2006 to .12/6/2006 Accrued interest to date of death: $11.52 Other Info: Account closed on 01/08/07 for $49,233.95. Open date: 7/1/1982 $220.92 Account #: 2331031312 Type: MM Savings In the name of: Dorothea J Dean or William M Dean Date of Death Balance: $36,982.79 Int.(YTD) from 1/1/2006 to 11/26/2006 Accrued interest to date of death: $19.09 Other Info: Account closed on 01/08/07 for $37,002.55. Open date: 12/15/1982 $219.92 Account #: 2474010465 Type: Savings In the name of: Dorothea J Dean or William M Dean Date of Death Balance: $12,180.64 Int.(YTD) from 1/1/2006 to 9/30/2006 Accrued interest to date of death: $17.21 Other Info: Account closed on 01/08/07 for $12,199.06. Open date: 2/16/2000 $54.50 Account #: 2335129454 Type: CD In the name of: Dorothea J Dean or William M Dean Date of Death Balance: $16,968.59 Int.(YTD) from 1/1/2006 to 12/24/2006 Accrued interest to date of death: $176.74 Other Info: Account closed on 01/08/07 for $17,168.35. Open date: 11/2/1994 $460.26 Account #: 2335129462. Type: CD In the name of: Dorothea J Dean or William M Dean Date of Death Balance: $12,052.36 Int.(YTD) from 1/1/2006 to 12/24/2006 Accrued interest to date of death: $125.54 Other Info: Account closed on 01/08/07 for $12,194.24. Open date: 11/2/1994 $326.91 Page 1 of 2 - - Account #: 2475011801 Type: CD In the name of: Dorothea J Dean or William M Dean Date of Death Balance: $14,671.95 Int.(YTD) from 1/1/2006 to 12/24/2006 Accrued interest to date of death: $146.94 Other Info: Acount was closed on 01/08/07 for $14,829.82. Open date: 2/22/1995 . . Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Dorothea J Dean 178-20-6734 December 24, 2006 $355.79 Page 2 of 2 - . S""~"e" '. ,~x~, . .,,' ..... " . .,,~- -;' ,t -, ' ^:~_: ~~ ..'-, . '!".-,,-, ,-,,:^:-: .. ',-"-, , ' . ~\ 'c........._ ..~. .... ~ .........., brii' ' ')'QlJ' . iii .d..-.....llt ~;JS ........,..'"'"",',.,,,. ~.~,~ '...... .:..',w.':,.~_t>.. '-,' . --, . -- -', ,-,-. - . ,,-, ,','- : ,-,_., ,.,-.- -. ," ,...: .,,,... ," MAl MB3 02-10 Court Ordered Processing P.O. Box 841005 Boston, MA 02284 January 11, 2007 Keefer Wood Allen & Rahal, LLP Attorneys at Law Attn: Cayle D. Swindler 635 North 12th Street, 4th Floor Lemoyne, P A 17043 RE: Estate of Dorothea J. Dean Date of Death: 12/24/06 Dear Sir or Madam: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, 1\ /', ~/ ,'J < · ~///"/ J Ii · 'i I" (/' >-, ,k .r-lfi; t ,v / {;Q./ lcole Job ~, u OAG Specialist III (617) 533-1364 . t Sovereign IAm.- :; . STATEMENT OF ACCOUNTS - - - 1-877-768-1143 www.sovereignbank.com Statement Period 10/10/06 TO 11/06/06 LEGACY CHECKING Financial Summary Statement Period 10/10/06 . 11/06/06 DOROTHEA J DEAN WILLIAM M DEAN Deposit Accounts LEGACY CHECKING Total Deposit Account Number Average Daily Balance Current Balance 2331025681 -,'..-,'-'. . .--'->-',...,"-.-' '.' $49,179.09</' $49,196.33 $49,196.33 Time Deposit Accounts Account Number Maturity Date Interest Rate Current Balance ,< 04/02/08>' .... . 04/02/08 "01t22i()S 4.45% < . 4.45% 2.47%' . 18-23 MONTt-f CD .... 18-23 MONTH CD 4S-s9MONTHcD ' Total ,.~ .;-, '2335129454 2335129462 2475011801' $16,968.59 $12,052.36 $14,671'.95 $43,692.90 ~ '. ':'-::',::~',::,::: \' LEGACY CHECKING Statement Period 10/10/06 - 11/06/06 DOROTHEA J DEAN WILLIAM M DEAN Account # 2331025681 Balances Beginning Balance < Deposits/Credits Withdrawals/Debits .. $49,1"19.02 + $17.31 :;$0,00 ,.cu.l+ent'l3alanc~j[i;':J.,~);s:"" Average Daily Balance $49;j$6.03'3; $49,179.09 Interest Paid this Period * Earned this Period Paid Year-To-Date $ 16.98 $ 16.98 $ 202.72 Annual Percentage Yield Earned Paid Last Year 0.45% $192.03 *The interest earned and the interest paid may differ depending on when interest is credited to your account. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - page 3 of4 2331025681 I - . 1-877-768-1143 www.sovereignbank.com Account Activity Date Description 10-10 Beginning Balance .11-01 .. ~r~T:JNCTQQ1[jD()6ff iO?~191>p>........ .PH ....C2001868023ATT.;. INTEREST CREDIT Ending Balance 11-06 11-06 !',lge.J 0(-1 Additions $0.33 $16.98 . Statement Period 10110106 TO 11106106 LEGACY CHECKING Subtractions Balance $49,179.02 .$49,179.35 ". .:-...,._-.-.,.'...~._".-.-.". ,".' --....-.--" -_.-~... '." . .'.. .. $49,196.33 $49,196.33 233/02568/ -- . . 1-877-768-1143 WWW.sovereignbank.com Statement Period 10/10/06 TO 11/06/06 LEGACY CHECKING ~ 11~~6 . 11-06 Account Activity Date Description 10-10 Beginning Balance 11-01AT&TJN9TC01Db06f1..... Op1101.t.. ",CC?0()1868023j\)T;(.. . INTEREST CREDIT Ending Balance Additions Subtractions . . - - ~, . :: ~--:',:~ ~. ,-. "-. Balance $49,179.02 '~49,J79.35 $0.33 . '-,,: $16.98 $49,196.33 $49,196.33 }/oge.j ol.f ------.'-- 233/02568/ - t Sovereign BAt - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - . STATEMENT OF ACCOUNTS statement Period 11/27/06 TO 12/26/06 PREMIER MONEY MARKET SAVINCS 1-877-S0V-BANK (1-877-768-2265) www.sovereignbank.com DOROTHEA J DEAN WILLIAM M DEAN Balances Beginning Balance Deposits/Credits Withdrawals/Debits Account # 2331031312 $36,982.79 + $19.76 - $0.00 Current Balance Average Daily Balance $37,002.55 $36,982.79 Interest Paid this Period * Earned this Period Paid Year-To-Date $ 19.76 $ 19.76 $ 239.68d . Annual Percentage Yield Earned Paid Last Year 0.65% $281.31 *The interest earned and the interest paid may differ depending on when interest is credited to your account. Accou nt Activity Date Description 11-27 Beginning Balance 12-26 INTEREST CREDIT 12-26 Ending Balance Additions Subtractions Balance $36,982.79 ,$37,002.55 $37,002.55 $19.76 ..... page 3 of3 2331031312 ~ - . . PSECI; January 22, 2007 Account # 0178206734 CA YLE D SWINDLER CIO KEEFER WOOD ALLEN & RAHAL LLP 635 NORTH 12TH ST 4TH FLOOR LEMOYNE, P A 17043 Dear MS SWINDLER: The following is the status of DOROTHEA J DEAN's account with PSECU as of the date of death. Joint Owner's Name Date of Death Date of Birth WILLIAM M DEAN ADDED 07.29.2002 AS JOINT TENANT WIROS 12.24.2006 04.21.1925 07.7.2004 Balance $18,408.78 21,890.20 22,128.82 Accrued Dividend $14.36 3.45 68.32 Share S 01 S 04 S 07 Description Regular Shares Checking Money Market Open date 09.23.1988 The dividend eamed from January 1, 2006 through the date of death was $1,171.84. The decedent had no loans with us. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Meacie Fair ax Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . 717.234.8484 . 800.237.7328 . iv\ailingAddrE)ss: PC). Box 67013, Harrisburg, PA,l]l 06-7013 . 717.777.2100 (TDD) . 800.472.1967 (TDD) This credit union is lederolly insured by ih'~ Notional Credit Unio~ Administratio~'. Equ~1 Opporl~nity Lender www.psecu.com - EXHIBIT G . . REV-1S10 EX+(6-98) COMMONWEAL TH OF PENNSYL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Dorothea J. Dean SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY . This sc hedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the R EV-1 SOO COVER SH E ET is yes. FILE NUMBER 21 000022 DESCRIPTION OF PROPERTY ITEM INCLUDE NAME OFTRANSFEREE, RELATIONSHIPTO DECEDENT & DATE OF DEATH %OF DEC'S EXCLUSION TAXABLE NUM DATE OFTRANSFER. ATTACH COPYOF DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 Sun American Financial Policy #A634050205D 11,519.09 100 11,519.09 Beneficiaries: Decedent's children, William M. Dean, Margaret D. Parrett, Jane A. Tinsley, John A. Dean Per 01/18/07 letter 2 Lincoln Financial Group Annuity Contract 46,240.23 100 46,240.23 0007556560 Beneficiares are decedent's children, Margatet E. Parrett, Jane A. Tinsley, John A. Dean and William A. Dean Per letter of 01/25/07 TOTAL (Also enter on line 7, Recapitulation) 57,759.32 (If more space is needed, insert additional sheets of the same size) . . m SunAmerica Financial SuDAmerica Life Insurance Company Fixed Annuity Administration P.O. Box 9006 Amarillo, TX 79105-9006 January 18, 2007 Cayle D. Swindler Keefer, Wood, Allen & Rahal, LLP 635 North 12th Street, 4th Floor Lemoyne, P A 17043 Re: Deceased: Contract #: Dorothea J. Dean A634050205D Dear Cayle D. Swindler: Thank you for your recent inquiry regarding the referenced annuity contract(s). It is our pleasure to be of service to you. The value ofthe contract as of December 24, 2006 was $11,519.09. We hope this information is helpful; however, should you have additional questions or require further assistance, please feel free to contact our Client Care Center at 1-888-333-2349. ~w Maria R. Akridge Annuity Claims Examiner Claims Department Sun America Life Insurance Company . AIG SunAmerica Life Assurance Company First SunAmerica Life Insurance Company . Administrator for The Central National Life Insurance Company of Omaha Administrator for John Alden Life Insurance Company Member of American International Group, Inc. - . . n Lincoln Financial Group@ Jefferson Pilot Financial is now Lincoln Financial Group January 25, 2007 CA YLE D. SWINDLER LEGAL ASSIST ANT KEEFER WOOD ALLEN & RAHAL LAW FIRM 635 NORTH 12TH STREET, 4TH FLOOR LEMOYNE, P A 17043 RE: Dorothea A. Dean Jefferson Pilot Financial Insurance Company, Contract/Policy Number 0007556560 Claim Number 490040 Dear Ms. Swindler: We have received notification of the death of Dorothea A. Dean. On behalf of Jefferson Pilot Financial, we wish to express our condolences. Please submit the following items: 1. Claimant Statement completed and signed by each beneficiary, Margaret Elizabeth Parrett, Jane Ann Tinsley, John Allen Dean and William Mark Dean, children. 2. A Certified Death Certificate of Dorothea A. Dean, indicating the [mal cause and manner of death. 3. The return of the original policy; if the policy has been misplaced, please complete section D ofthe Claimant's Statement. The value of the above referenced annuity contract as of the date of death, December 24, 2006, was $46,240.23. The taxable portion is $19,875.19. Please call toll free (800) 487-1485, ext. 8584, or write to me at the above address if you have any questions. Sincerely, ~ J // ~~ zirf'-- (C~dY Barton Claims Examiner Greensboro Claims Department Ene. www.jpfinancial.com Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Jefferson Pilot Financial P.O. Box 21008 Greensboro, NC 27420 phone 336 691-3000 - EXHIBIT H . . . REV-1511 EX+(10-06) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEAL TH OF PENNSYL VANIA INHERITANCE TAX RETURN RESID ENT 0 ECED ENT FILE NUMBER 21 000022 ESTATE OF Dorothea J. Dean Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Minister, services performed at funeral 50.00 300.00 2 Funeral flowers 200.00 3 Funeral luncheon 461.00 4 Auer Funeral Home B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 6,500.00 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 302.00 4. Probate Fees 250.00 5. Accountant's Fees 6. Tax Return Preparer's Fees See schedule attached 604.62 TOTAL (Also enter on line 9, Recapitulation) 8,667.62 (If more space is needed, insert additional sheets of the same size) - . . Estate of: Dorothea J. Dean Schedule H, Part B - Administrative Costs Miscellaneous Expenses Item Number Description 7 Keefer Wood Allen & Rahal, LLP, out of pocket expenses 8 Cumberland Law Journal, legal advertising 9 The Sentinel, legal advertising 10 Cumberland County Register of Wills, short certificates 11 PSECU, new member fee 12 Fee associated with sale of 2 shares of Avaya 13 Fee associated with sale of 4 shares of Alcatel-Lucent 14 Fee associated with sale of 41 shares of Qwest Communications 15 Fee associated with sale of 87 shares of Windstream 16 Fee associated with sale of 4 shares of Idearc 17 Fee associated with sale of 83.430685 shares of Verizon 18 Fee associated with sale of 84 shares of Altel 19 Fee associated with sale of .954736 shares of Alltel 20 Fee associated with sale of 607 shares of PNC Financial 21 Fee associated with sale of 1 share of AT&T 22 Fee associated with sale of 424.522704 shares of AT&T 23 Fee associated with sale of 1010.3849 shares of National Fuel Gas 24 Fee associated with sale of 6 shares of Comcast TOTAL. (Carry forward to main schedule) . . . . . . Page 2 21 000022 Amount 78.61 75.00 137.03 12.00 1.00 15.00 10.00 10.00 25.44 20.48 15.84 25.08 5.05 75.70 10.10 52.45 15.00 20.84 604.62 - EXHIBIT I - . . REV-1512 EX+(12-03) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEAL TH OF PENNSYL VANIA INH ERITANCETAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothea J. Dean 21 000022 Report debts Incurred by decedent prior to death which remained unpaid as of date of death, Including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 PA Department of Revenue, 2006 income tax 37.00 2 US Treasury, federal quarterly payment 2,200.00 399.08 3 Alert Pharmacy 4 Messiah Village 1,618.75 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) 4,254.83 - EXHIBIT J NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBEF Do Not List Trustee(s) OF ESTATE . I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] William M. Dean Son 194,546.44 3 Foxfield Court Mechanicsburg, PA 17050 Jane A. Tinsley Daughter 92,005.48 630 Raven Circle Wyoming, DE 19934 Margaret D. Parrett Daughter 92,005.48 1479 Vermeer Drive Nokomis, FL 34275 John A. Dean Son 92,005.48 c/o William Dean 3 Foxfield Court Mechanicsburg, PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SH EET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEe. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET . . REV-1513 EX+(9-00) COMMONWEAL TH OF PENNSYL VANIA INH ERITANCE TAX RETU RN RESIDENT DECED ENT SCHEDULE J BENEFICIARIES ESTATE OF Dorothea J. Dean (If more space is needed, insert additional sheets of the same size) FILE NUMBER 21 000022 ~:~)rvHvl0r'JVVEAl TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREu.U CrF INDIVIDUAL TAXES . . REV-1162 EX(11-96) DEPT 250601 ri;:"RR:S6URG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 007919 ROGERS ELYSE EVELYN ESQUIRE I<EEFER WOOD ALLEN & RAHAL 415 FALLOWFILED RD STE 301 CAMP HILL, PA 17011 ACN ASSESSMENT CONTROL NUMBER AMOUNT __uuu lollj 101 $19,500.00 : ESTATE INFORMATION: SSN: i FILE NUMBER: 2107 -0022 I 178-20-6734 I DECEDENT NAME: I DEAN DOROTHEA J 03/16/2007 03/1 5/2007 CUMBERLAND 12/24/2006 IDA TE OF PAYMENT: I POSTMARK DATE: I I COUNTY: I I D/l.TE OF DEATH: TOTAL AMOUNT PAID: $19,500.00 REMARKS: CHECI<# 105 SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER . . \VILL OF DOROTHEA J. DEAN I, DOROTHEAJ. DEAN, of Cumberland County, Commonwealth of Pennsylvania, declare this to be my Will and hereby revoke any and all previous Wills and Codicils of mine. ARTICLE ONE A. To the extent permitted by law, any distribution of my tangible personal property is to be subject to the provisions of any separate memorandum I may leave regarding the distribution of such property. B. I give all of my tangible personal property, not otherwise disposed of effectively, to such of my children, \VILLlAM M. DEAN, JANE A. TINSLEY, MARGARET D. P ARREIT and JOHN A. DEAN, as survive me, in full confidence that if more than one such child of mine shall survive me, they shall divide such property among themselves in an equitable manner; provided, however, if any child of mine does not survive me, and if any issue of such deceased child shall survive me, then such issue shall receive the share that such deceased child would have received if living, on as nearly a ~ stirpital basis as shall be practicable. C. As to any such property not otherwise disposed of effectively, I direct my Executor to sell or otherwise dispose of all such property and to add the net proceeds thereof to my residuary estate. . . D. For all purposes of this ARTICLE ONE, any beneficiary who does not survive me for a period of at least thirty (30) days shall be deemed to have predeceased me. E. If any of my tangible personal property is to be distributed to a beneficiary who is not eighteen (18) years of age at the time of the distribution, then I direct my Executor to represent such minor beneficiary in the division and distribution of my said tangible personal property. I direct that my Executor be fully discharged upon receiving a written release with respect to such property from either (i) such minor beneficiary, (ii) a custodian selected by my Executor hereunder, or (iii) any legally competent adult person with whom the minor beneficiary shall be living. F. I direct my Executor to pay, as an expense of settling my estate, all costs of delivering my said tangible personal property to the persons entitled to receive it (such costs to include, but not be limited to, the cost of packaging, delivery, and insurance). G. The term "tangible personal property" is not meant to include cash, bonds, stock certificates, or other similar property which represents debts or intangible personal property. I direct that any insurance policies on my tangible personal property are to pass with the property, if possible. ARTICLE TWO I give the residue of my estate not previously disposed of effectively by my Will, of whatever kind and wherever located at the time of my death, excluding any property over which I may have a power of appointment, to such of my children who survive me, in equal shares; provided, however, that if any child of mine does not survive me and if any issue of such deceased child shall 2 - . . survive me, then such issue shall receive, per stirpes, the share that such deceased child would have received if living. ARTICLE THREE If any real or personal property is to be distributed under my Will to any person who has not yet reached his or her legal majority, then I authorize my Executor to select a qualified custodian for such person under an applicable Uniform Transfers to Minors Act (my Executor may be the Custodian), and to distribute such property to such Custodian to be held, administered, and distributed by the Custodian, in accordance with the provisions of the applicable Uniform Transfers to Minors Act, until such person reaches the latest age at which the custodianship is required to be terminated, whether or not such person has attained his or her legal majority before such age. ARTICLE FOUR I direct that my funeral expenses, debts, the costs of administration of my estate, and all legacy, succession, inheritance, transfer (except generation-skipping transfer and additional estate taxes imposed under section 2032A of the Internal Revenue Code of 1986, or any corresponding provisions of future law), and estate taxes levied or assessed upon or with respect to any property or any interest in property, legal or equitable, which is included as a part of my gross estate for the purpose of any such tax (or which is taken into consideration in computing the amount of any such tax), shall be paid, to the extent possible, out of my residuary estate. I further direct that no such tax: shall be prorated or apportioned among or charged against the respective interest of any devisee, legatee, beneficiary, transferee, or other recipient or charged against any property passing or which may have passed to any of them, and that my Executor shall not be entitled to contribution or 3 - - . . reimbursement for any portion of any such tax from any person, any statute or rule of law to the contrary notwithstanding. Taxes on future interests may be prepaid in the discretion of my Executor. ARTICLE FNE A. I authorize and empower my Executor to retain any of the property in my estate at the time of my death, and, in its sole discretion, to pay any legacy and to make any division or distribution of such property in cash or in kind, or partly in cash and partly in kind, and to make reasonable and equitable valuations and apportionments of the property to be so divided or distributed. B. I authorize and empower my Executor to sell (without the order of any court), either at public or private sale, at such price and upon such terms and conditions as it may deem proper, any or all of the real and personal property in my estate at any time, and to transfer and deliver the same to the purchaser or purchasers thereof, without liability on the part of such purchaser or purchasers as to the application, nonapplication, or misapplication of the purchase money or any part thereof. C. I authorize and empower my Executor to borrow money from any source (including itself) and to pledge, mortgage, or otherwise encumber any property included in my estate, real or personal, as security therefor. D. I authorize and empower my Executor, in its sole and absolute discretion, to use administration expenses as deductions for estate tax purposes or income tax purposes and to use date of death values or optional values for estate tax purposes, regardless of the effect thereof on any 4 - . . of the interests under this my Will, and I direct that there shall be no adjustment of any such interest by reason of any action taken by my Executor pursuant thereto. E. Throughout my Will and any Codicil to it, nouns, pronouns, and verbs are to be construed as masculine, feminine, neuter, singular or plural, whichever shall be applicable. In this regard, references to my Executor in the singular number, neuter gender are intended to refer to any person or persons serving as my Executor at any time. ARTICLE SIX A. I name my son, \VILLIAM M. DEAN andmydaughter,JANEA. TINSLEY, Co-Executors of my Will. In the event either of them is not living, willing, and able to act as a Co- Executor at any time, then the other shall serve as the sole Executor of my Will. B. I direct that my Executor shall not be required to give bond with or without surety before receiving letters testamentary hereon. C. I appoint my son, \VILLIAM M. DEAN, of if he is not living, willing, or able so to act, at any time, then my daughter, JANE A. TINSLEY, as guardian, of the estate, with respect to which I am authorized to appoint a guardian and have not otherwise done so, of any minor receiving any property free of trust by reason of my death, if such property is in excess of the amount which may be paid to the minor or the person maintaining the minor. The guardian holding property hereunder may distribute the whole or any part of the income and principal thereof to, or expend the same for the benefit of, the minor, or may accumulate the whole or any part of the income, all without liability on the part of the guardian to see to the application thereof and without requiring bond or surety. 5 . . IN WITNESS WHEREOF, I, DOROTHEA J. DEAN, have signed my Will on this dl~ day of _J3_f-Ji:~j--------------' 2000. ;J-O(J I ,~(lM j) . ? ~.. iJU~J DOROTHEA J. D' v Signed and decl~red by the Testatrix, DOROTHEAJ. DEAN, as her Will in the presence of the following witnesses who have signed their names in the presence of each other and in the presence of and at the request of the Testatrix on the day and year appearing above. _U~__of_{Ut~-~J)~M~7/ fA *~J'_ R<z- e.v' <0----- of J.!:14: I L't ~ burn K d ,. tJi .echO-f1 ~ C~ b~.f4 6 . . CUMBERLAND COUNTY ) ) SS. ) COMMONWEALTH OF PENNSYLVANIA . Before me, the subscriber, on this day personally appeared DOROTHEAJ. DEAN, _~J.L/!!t~Ll_d,-2t~-~----------- and _1l:e.H.-tfL..Ji..k! f{ ~~ i/ f'5 ' known to me to be the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument and, all of these persons being by me first duly sworn, DOROTHEA J. DEAN, the Testatrix, declared to me and to the witnesses in my presence that the instrument is her Last Will and Testament and that she had willingly signed or directed another to sign for her, and that she executed it as her free and voluntary act for the purposes therein expressed; and each of the witnesses stated to me, in the presence and hearing of the Testatrix, that such person signed the Will as witness and that to the best of such person's knowledge the Testatrix was eighteen years of age or over, of sound mind and under no constraint or undue influence. ~~Jl{Y~ DOROTHEA J. ~jj;;" WITNESS Jjji.M' J;" l<€JVI-"J, WITNESS Subscribed, sworn, and acknowledged before me by the Testatrix and the above witnesses this i!X.!!: day of ____JJ.JJ..!!-j----------, 200G.,j~ 0 I Notarial Seal Kenneth L Schlegel, Notary Public Hampden lWp., CUmberland County My CommIssion expires Apr. 4, 2005 No1afie8 ~C/21305~OOl/669i92!1 7 .. INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA COMMONWEALTH OF PENN5YL VANIA COUNTY OF Cumberland } 55 File Number 2007-00022 Personal Representative( s) of the Estate of Dorothea 1. Dean deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a m morandum at the end of this inventory. I verity- that the statements made in this Inven- } tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. ~ 4904 relating to unsworn falsification to authorities. (Supreme Court ID. No.) 41274 0, Lemoyne, P A 17043 Attorney -- (Name) Elyse E. Rogers, Esquire (Address) Keefer Wood Allen & Rahal, L (Telephone) 717-612-5801 DATE OF DEATH LAST RESIDENCE December 24, 2006 100 Mount Allen Road, Mechanicsburg, PA 17055 DECEDENT'S soc. SEC. NO. 178-20-6734 FIGURES MUST BE TOTALED SEE A TT ACHED 323,185.06 ( ,'J = <:::::> --.. C/) o ::0 =f}o J~~~ ~~~l . ,-.J -'j; }i!. , I, -0 N c::> ./ ;b. ::r;: - - .J:- 0"'\ (Attach additional sheets as needed) TOTAL: 323,185.06 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. f3301(b)) Fonn RW-09 rev. 10.13.06 Estate of Dorothea J. Dean File No: 2007-00022 Date of Death: December 24, 2006 Attachment to Inventory 256.7276 shs AT&T, Inc. 15.0367 shs AK 5 shs Alcatel-Lucent 563.978188 shs Alltel Corp. Alltel Corp. dividend declared prior to decedent's date of death 346.0689 shs CSX Corp. 21 shs Comcast Corp. New 4.7908 shs El Paso Corp. El Paso Corp. dividend declared prior to decedent's date of death 5 shs Idearc Inc. 2,248.335 shs National Fuel Gas Co. NJ 26 shs P ACTIV Corp. 1,020.920941 shs PNC Financial Services Group, Inc. 636.9754 shs PPL Corp. PPL Corp. dividend declared prior to decedent's date of death 5.1749 shs Tenneco Inc. 102.171894 shs Verizon Communications 35 shs Vodafone Group PLC Vodafone Group PLC accrued income as of decedent's date of death 494 shs Windstream Corp. 41 shs QWest Communications International Inc. 87 shs Windstream Corp. 89 shs Sovereign Bancorp Inc. 126.3417 shs BellSouth 2 shs Avaya 209.705 shs Columbia Fds Ser Tr 1 Income Fd Cl A 41. 7271 shs Rivus Bond Fund Rivus Bond Fund dividend declared prior to decedent's date of death 150.8571 shs PNC Financial Services Group Inc. Pfd C PNC Financial Services Group Inc. Pfd C dividend declared prior to decedent's date of death Cash in Charles Schwab alc 2761-3063 PA Unclaimed Property ($1.19 cash in lieu re New Valley Corp; $11.63 dividends re 1838 Bond Debenture Trading Fund; $54.16 dividends re Qwest Communications International Inc.) AIG Sun America Annuity Check re A634050205D US Treasury - income tax refund TOTAL -- 9,005.94 237.24 70.70 32,466.82 70.00 11,822.58 893.18 74.01 0.19 142.25 88,432.64 927.23 75,767.65 22,837.16 175.17 127.44 3,745.11 975.71 16.13 6,819.55 341.02 1,201.01 2,296.49 5,821.51 27.16 2,038.33 751.92 12.00 18,703.77 60.34 27,734.20 66.98 562.63 8.961.00 $323.185.06 CHARLES W. RUBENDALL II ROBERT L. WELDON EUGENE E. PEPINSKY. ..JR. ..JOHN H. ENOS m GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE ..JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELYSE E. ROGERS CRAIG A. t.ONGYEAR ..JOHN A. FEICHTEL DONALD M. LEWIS:III: STEPHANIE KLEINFELTER ERIC R. AUGUSTINE TODD F. TRUNTZ CAROL L. VERISH KEEFER WOOD ALLEN & RAHAL, LLP ATTORNEYS AT LAW 635 NORTH 12TH STREET. SUITE 400 LEMOYNE. PA 17043 ESTABLISHED IN 1878 PHONE 717-612-5800 FAX 717-612-5805 OF COUNSEL: HEATH L. ALLEN N. DAVID RAHAL SAMUEL C. HARRY EIN No. 23-0716135 www.keeferwood.com HARRISBURG OFFICE: 210 WALNUT STREET HARRISBURG. PA 17101 September 17, 2007 PHONE 717-255-8000 717-612-5808 cswindler@keeferwood.com Via: Certified Mail Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013 o (- ~~~ . -+~o ;~~ f""-,) C.:;j = --' (I') '" Cl N C> :'-1- . ~~3 ~~~ ~. ...:-.. ::c --I .c:- en Re: Estate of Dorothea A. Dean File #2007 -0022 Dear Sir/Madam: Enclosed herewith for filing please find the following: 1. Pennsylvania Inheritance Tax Return (filed in duplicate;) 2. Inventory; 3. Check in the amount of $30.00 in payment of your filing fee; 4. Check in the amount of $649.01 in payment of additional tax due. Kindly acknowledge receipt of these documents by time-stamping the enclosed copy of this letter and returning it to our office. Thank you. Sincerely yours, ~...:~~~ e D. Swindler, Le Assistant to Elyse E. Rogers /cds 91891 Enclosure (\ , , 1- ',',1'01 SEF' ') i U _," "" 3~'o'lSOd sn cry l.() I'-- "<t 01 0 (jJ 0 I'-- ~ 0 0 ~ co ~ ('J E 0 -. N 1'-- 2 l.() T'- U. \ ~ Q') '0 J: 0) \ "<t ~ 0 .!! ~ 'i;; 0 == ~3lS'VH eLF ORPH/; n-n CUL'!)P: - -- as :E UJ tn as - o M r"- rTl nJ ~ r"- o o .., ! -- LL LIl o I c~ 1,_0,/ ~~ IF ..JJ o C r"- ~' ~ ~ -.:t' (1) ..... "5M UJ-.:t' o -'-'~ ~ ~'""""' ~ bee C/.l ~ ,....(1) :<::lS:: ~s ..c:E ..... (1) 3~ z to M (.0 ,.~ es ~-cJ~ ~"l:S=.....t Q;O~ClS Q;o_"c ~==~~ C/.l ~ ~~ "-I :3 ~ ::) ",) (f) Cr~ ~ 'LIO H:r: (/)1:-< H~ c, ;::J 'LIO P:;c:..;l~ ~>-ea<"1 HE-<=:>...... ~20'O :;::J::::lcnl' 00 ...... u,-,~ cn<( I=:A=:>p.., :;-:~O <r::~:x::~ H~~...:l P:;~t:X:cn ~'LI=:>I-l p:J~O...:l ~~t)t:X: =::>P <( uu......O s