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HomeMy WebLinkAbout09-20-07 (2) \ REV.1500 EX + (8-00) * I!! :d!i:.! ldlfu :rig UQ.al ~ J OFFICIAL USE ONLY FILE NUMBER .n 07 COUNTY COOE YEAR J SOCIAL SECURITY NUMBER 208-28-5622 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W ~ C OECEOENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Yost, Alice H. DATE OF DEATH (MM'[)D-VEAR)I DATE OF BIRTH (MM-DD-VEAR) 05-18-2007 04-08-1908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) [!] 1. Original Return D 4. Limited Estate [!] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D D 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 (dete of death between . 12-31-91 and 1-1~05) 00525 NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death pnor to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) COMPLETE MAILING ADDRESS 130 W. Church Street Dillsburg, PA 17019 (1 ) (2) (3) (4) (5) (6) (7) (9) (10) z o j::: j :::2 l- ii: ol( o W It: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) D Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) ?- m Q z ~ II) I 8 NAME David J. Lenox FIRM NAME (If applicable) The Wiley Group, PC TELEPHONE NUMBER 717-432-9666 Q,FFICIAL ~E ONLY None 19,266.74 None None 20,837.07 None None (8) 3,902.40 1,390.74 (11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subjectto Tax (Line 12 minus Line 13) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 20.0 15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) z or transfers under Sec. 9116(a)(1.2) 0 (16) j::: 16. Amount of Line 14 taxable at lineal rate 34,810.67 x .045 ~ :::2 a.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) ::E 0 0 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18) >< ~ 19. Tax Due (19) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 12. Net Value of Estate (Line 8 minus Line 11) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT c' , ~.J -:- I . ,I . 'J .:< -,-~' 1 .~ ., f"'.) C) ",:,,-, I.D ", 40,103.81 5,293.14 34,810.67 0.00 34,810.67 0.00 1,566.48 0.00 0.00 1,566.48 Copyright 2002 tonn software only The Lackner Group, Inc. Fonn REV-1500 EX (Rev. 6-00; ~ Decedent's Complete Address: STREET ADDRESS 5225 Wilson Drive CITY Mechanicsburg STATE P A ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,566.48 1,300.00 68.42 Total Credits (A + B + C) (2) 1,368.42 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty (D + E) 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 198.06 (5A) (5B) 198.06 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 [!] b. retain the right to designate who shall use the property transferred or its income;.................................... 0 [!] c. retain a reversionary interest; or.................................................................................................................. 0 [!] d. receive the promise for life of either payments, benefits or care?.............................................................. 0 [!] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.......................... ................................ ..... ....................................................... 0 [!] 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?........ 0 [!] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............................. .......... .................. ..... ............... ........................................ 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. Under penalties of petjury, I declare that I have exemined this ratum, including eccompanying schedules and statements, end to the best of my knowledge and belief, " is true, <:omlCl and complete. Declaration of pnIp8IllI" other than the personal representative is based on aM infonnalion of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE S~lty A. McBrayer 41 Blue Mountain Vista Mechanlcsburg, PA 17050 ADDRESS ADDRESS 130 W. Church Street Dlllsburg, PA 17019 DATE 1f;/~7 For dates of death on or after July 1, 1 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 3% [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 0% [72 P.g. ~9116 (a) (1.1) (ii)]. The statute does not exemDt 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 0% [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 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.g. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.g. ~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. Rev-1503 EX+ (....) . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Yost, Allee H. FILE NUMBER 21"{)7 ..{)0525 All property jolntly-ownecl with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 AT&T: 24.49 8,228.64 2 Com cast Corp.: 27.53 2,505.23 3 LSI Corp: 8.24 49.44 4 Verizon Communications Inc.: 42.846397 5,978.70 5 Vodafone Group PLC: 28.79 2,504.73 TOTAL (Also enter on Line 2, Recapitulation) 19,266.74 (It more space is needed, additional pages at the same size) Copyright (e) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) iiiiii; !!!!!!! - iiiiii; == = - = iiiiii; !!!!!!! == iiiiii; !!!!!!! == ~ . Ver.70n I/MPORTANT TAX RETURN DOCUMENT ENCLOSEDI 000777 (,omputershare + Computershare 250 Royall Street Canton Massachusetts 02021 Within the US, Canada & Puerto Rico 800631 2355 Outside the US. Canada & Puerto Rico 781 5753994 www.computershare.com/verizon == ALICE H YOST 325 WESLEY DR #3230 MECHANICSBURG PA 17055-3516 1",1111,,1111,"1,1111,1"111"1,1..,,11.11111111,,1,1'1,1,11 Holder Account Number iiiiii; - - !iii!iiiiii == C 0008338256 INO ~IIIIIIII UI~III SSNITIN Certified Symbol Yes VZ OOICSOOO7.00MEQSBG.CIS.53510_17671OOO7771OOO777/i VerizonCommunications Inc. - Sate AdviceI2007TaxForm.1099~B o . FEDERAl1NCoME .' '''TAXwn'HHEiD.~ . 0.00 Payer's Detans COMPU1"ERSHARE SHAREHOLDER SERVICES INC P.O. BOX 43010 PROVIDENCE RI VERIZON COMMI1NICATIONSINC. SBIe- C01 NOTE: CompulelShilllwillirepor1lhe arnotml il'l ~.2lo l/IelRS.The dillerencebetween.1hegnisSproceeds anl.)unl in Box 2 and the nel plOCeeds YOU'leCIlivedtepresenls lilY feeS, charges, or Withhotdingtaxes you may have paid. Form 1 099-8 (Keep for your records) Summary * Trade Date T a eron Dese 'pron I Shares/Units I Price Per I Gross Amount I r nsa I n I Sold Share/Unit ($) of Sales ($) Deduction I Amount ($) Deduction I Type Net Amount of Sale ($) 08 Jun 2007 Sale 140.000000 42.846397 5,998.50 19.80 Transaction Fee 5,978.70 Computershare Trust Company, N.A., as agenl, upon written request, will provide the name of the executing broker dealer associated with the transaction(s), and within a reasonable amount of time will disclose the source and amount of compensation received from third parties in connection with the transaction(s), if any. . 71UTX VZN + 001CD70007 OOHX2E ATT: Histor~saI Prices for AT - Yahoo! Finance Yahoo' My Yahoo' Mail More New Main! ~!~ Bign<<pa~lp ~seof~FlrqANtl: b,,_~ Dow l' 0.15% Nasdaq l' 0.280/0 Page 1 of3 Thursday, August 2, 2007, 2:44PM ET - U.S. Markets close in 1 hour Gm' QUOTES Symbol Lookup Finance Search ,. - :ti ~_;~ ~.&1J At 2:21PM ET: 23.57 l' Historical Prices Get Historical Prices for: IGOI SET DATE RANGE ADVERTISEMENT @Daily Start Date: Jan 2007 Eg. Jan 1, o Weekly .2003 End Date: May 31 2007 C Monthly () Dividends Only Get Prices .J First I Prev I Nf:l)(f: 11...~l)t PRICES Date Open High Low Close Volume Adj Close. 1-Aug-07 23.25 23.58 22.95 23.32 98,100 23.32 31-Jul-07 23.45 23.54 23.00 23.25 162,500 23.25 30-Jul-07 24.04 24.04 23.30 23.35" 98,800 23.35 30-Jul-07 $ 0.398 Dividend 27 -Jul-07 23.85 24.40 23.85 24.40 112,300 REGISTER 24.00 YOUR IDEAS. 26-Jul-07 24.00 24.12 23.77 23.95 83,500 23.56 NOW. 25-Jul-07 24.10 24.15 23.85 24.07 133,100 23.68 i .com 24-Jul-07 24.40 24.40 24.15 24.15 184,800 23.76 23-Jul-07 24.60 24.70 24.41 24.46 188,900 24.06 20-Jul-07 24.38 24.65 24.38 24.55 95,900 24.15 19-Jul-07 24.54 24.54 24.38 24.42 128,000 24.02 18-Jul-07 24.49 24.52 24.40 24.50 87,200 24.10 17 -Jul-07 24.38 24.50 24.34 24.49 115,800 24.09 16-Jul-07 24.25 24.50 24.17 24.45 193,700 24.05 13-Jul-07 24.21 24.45 24.20 24.30 116,200 23.90 12-Jul-07 24.56 24.57 24.02 24.20 372,900 23.81 11-Jul-07 24.55 24.58 24.36 24.46 74,200 24.06 1 0-Jul-07 24.62 24.65 24.51 24.58 97,500 24.18 http://finance.yahoo.com/q/hp?s=AIT&a=Ol &b=l &c=2007&d=05&e=31&f=2007&g=d 8/2/2007 Ei'I AMERITRADE $9.99 TRADES NO SURPRiSeS ^ 1.,,-_ ;'-I,'\lts' ~ ,_l_~. ~_ I Fidelity ATT: Historical Prices for AT - Yahoo! Finance Page 2 of3 9-Jul-07 24.57 24.64 24.48 24.49 146,300 24.09 6-Jul-07 24.51 24.62 24.42 24.61 86,600 24.21 5-Jul-07 24.73 24.73 24.55 24.62 49,900 24.22 3-Jul-07 24.59 24.71 24.57 24.65 69,200 24.25 2-Jul-07 24.77 24.79 24.59 24.59 146,700 24.19 29-Jun-07 24.75 24.90 24.50 24.63 182,600 24.23 28-Jun-07 24.60 24.67 24.50 24.66 96,100 24.26 27 -Jun-07 24.64 24.64 24.35 24.60 289,800 24.20 26-Jun-07 24.61 24.65 24.39 24.61 129,600 24.21 25-Jun-07 25.00 25.00 24.40 24.68 148,800 24.28 22-Jun-07 24.10 24.40 24.09 24.39 100,900 23.99 21-Jun-07 24.38 24.38 24.07 24.26 177,300 23.86 20-Jun-07 24.84 24.84 24.25 24.30 166,700 23.90 19-Jun-07 24.55 24.75 24.51 24.75 141,100 24.35 18-Jun-07 24.49 24.59 24.25 24.51 123,400 24.11 15-Jun-07 24.24 24.43 24.08 24.29 96,300 23.89 14-Jun-07 24.20 24.22 24.11 24.18 110,200 23.79 13-Jun-07 24.16 24.20 23.95 24.17 105,700 23.78 12-Jun-07 24.14 24.14 23.77 23.89 158,800 23.50 11-Jun-07 24.11 24.19 24.06 24.15 137,400 23.76 8-Jun-07 23.91 24.09 23.85 24.09 140,400 23.70 7 -Jun-07 24.32 24.37 24.07 24.12 159,100 23.73 6-Jun-07 24.50 24.53 24.34 24.46 86,600 24.06 5-Jun-07 24.74 24.74 24.51 24.56 201,400 24.16 4-Jun-07 24.74 24.75 24.65 24.74 110,200 24.34 1-Jun-07 24.83 24.83 24.60 24.65 94,300 24.25 31-May-07 24.85 24.85 24.59 24.82 124,000 24.42 30-May-07 24.90 24.90 24.61 24.84 102,800 24.43 29-May-07 24.83 24.91 24.80 24.85 118,500 24.44 25-May-07 24.89 24.95 24.87 24.95 61,300 24.54 24-May-07 24.94 24.94 24.85 24.91 105,400 24.50 23-May-07 24.90 24.95 24.86 24.94 127,000 24.53 22-May-07 24.86 24.95 24.86 24.95 176,600 24.54 21-May-07 24.89 24.90 24.83 24.90 90,900 24.49 (18-May-07 24.91 24.96 24.81 24.90 87,700 ~ 24.4:_) 17 -May-07 24.96 24.97 24.81 24.94 261,600 24.53 16-May-07 24.99 25.02 24.94 24.96 248,300 24.55 15-May-07 24.99 25.00 24.92 24.97 129,000 24.56 14-May-07 25.02 25.09 24.97 25.00 127,500 24.59 11-May-07 24.97 25.06 24.97 25.06 58,500 24.65 10-May-07 24.95 25.04 24.91 24.99 127,700 24.58 http://finance.yahoo.comlq/hp?s=ATT&a=OI&b=I &c=2007 &d=05&e=31 &f=2007&g=d 8/2/2007 ATT: Historical Prices for AT - Yahoo! Finance Page 3 of3 9-May-07 25.13 25.13 24.80 25.00 99,000 24.59 8-May-07 25.00 25.00 24.96 25.00 61,000 24.59 7 -May-07 24.98 25.00 24.91 25.00 136,300 24.59 4-May-07 24.95 25.00 24.90 24.94 109,600 24.53 3-May-07 24.98 25.02 24.92 24.97 179,000 24.56 2-May-07 24.92 24.99 24.92 24.98 155,500 24.57 1-May-07 25.00 25.03 24.93 24.98 73,500 24.57 30-Apr -07 24.99 25.04 24.90 25.00 225,600 24.59 * Close price adjusted for dividends and splits. First I Prev I Next I Last ~ Download To Spreadsheet @ ,l\Qc:lJQPortf'Q/IQ 'fit S~tAI~rt ~l;mailJoa Fri~nd Get Historical Prices for Another Symbol: 'I Go.l Svmbol Lookup . Stock Screener . M~rg~UL~ACgl,JisitjQns . Splits Copyright @ 2007 Yahoo! Inc. All rights reserved. PrivJ!!<YJ'oJIl<Y - I!lJmj; QL$!l[\!i~ - CQPvrigbVIPPQILc;y Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for QtbJ~rJ~.x!:b.gnges. Historical chart data and daily updates provided by CQmmQdi.!;ySYstems....Jnc,(CSl). International historical chart data and daily updates provided by !:l.e..ms.cQtt..Amer::i!:as. Fundamental company data provided by CapitallQ. Quotes and other information supplied by independent providers identified on the Yahoo! Finance Dartner page. Quotes are updated automatically, but will be turned off after 25 minutes of inactivity. Quotes are delayed at least 15 minutes. Real-Time continuous streaming quotes are available through our pre..mi!.!mservIc.e. You may turn streaming quotes on or off. All information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. http://finance.yahoo.com/qlhp?s=AIT&a=Ol &b=l &c=2007&d=05&e=31&f=2007&g=d 8/212007 Investor Services POBox 11258 Church Street Station New York, NY 10286 (800) 233-5601 shareowners@bankofny.com www.stockbny.com %e BANK ofNEWYORK~ June 21,2007 THE WILEY GROUP 130 W CHURCH STREET SUITE 100 DILLS BURG PA 17019 ATIN: DAVID J LENOX Re: VODAFONE GROUP PLC Ticket # 8229044-PGC47 Co # - 2190 Acct.# - 0003345055 ALICE H YOST Dear SirIMadam: Thank you for your recent request for a history of the above referenced account, which is provided in the table below. ..:It d.S 0 Ll.l ~ Direct Registration Number DRS 00515423 Debit Date Credit Date Shares 07/31/2006 87.0000 Please note that any certificate with the prefix of "DRS" or "DRSS" references shares which were issued electronically in the form of Direct Registration. No actual certificate was issued. However, the shares represented are capable of being transferred in the same manner as holding a certificate. The closing market price on May 18, 2007 was $28.79. In order to change the registration on the account, please complete the transfer package that you will receive under separate cover. We hope this information has been helpful and if you need further assistance, please contact us at the above toll-free number. Sincerely, Investor Services CMCSA: Historical Prices for COMCAST CP A - Yahoo! Finance Page 1 of2 Yahoo! My Yahoo! Mail More New MarIn! ~1QrIllUIr l!Iigndp~lp ~FlrtA"'Ct;m__ _ _ Dow l' 0.010/0 Nasdaq l' 0.180/0 Thursday, August 2, 2007, 2:40PM ET - U.S. Markets close In 1 hour Enter ~ymb<>l(s) Symbol Lookup Finance Search t1\ ~ @ ~ "1rt --~ =- ~ ~.s-D5.~ .......'l 5 . t7< '''?:) At 2:25PM ET: 25.58 ... ~----._- ~ [ifTll8D[ S.cur;ti., htto:/ /finance. vahoo.com/q/hp?s=CMCSA&a=04&b= 18&c=2007 &d=05&e= 18&f=2007 &g... 8/2/2007 .,~ CM~3A: Historical Prices for COMCAST CP A - Yahoo! Finance Page 2 of2 22-May-07 27.54 27.54 27.24 27.36 14,303,000 21-May-07 27.78 27.98 27.46 27.54 15,338,500 ~~o-;--'-;;;--27.64 26.80 27.53 19,867,700 * Close price adjusted for dividends and splits. 27.36 27.54 2i53\ ./ First I Prey I Next I Last ~P.QwnIQ~gT~LSgrf,:lad$hf,:lf,:lt ~ AddJoPortfolio '{J.' Sf,:ltAIf,:lrt Gl;mailJQa friE:ll1d Get Historical Prices for Another Symbol: I GO I SymbQLLQQl<;lJ..P. . StQ~K.~rf,:lf,:l!1f,:l.I . Mergers & Acquisitions . S!>lit$ Copyright <!:l2007 Yahoo! Inc. All rights reserved. PrivacY Policy - Terms of Service - COPYriahtllP Policy Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for other exchanges. Historical chart data and daily updates provided by CommodJtV5yst.ems,.lo(;..(Csn. International historical chart data and daily updates provided by Hemscott Americas. Fundamental company data provided by Capital IQ. Quotes and other information supplied by independent providers identified on the Yahoo! Finance partner page. Quotes are updated automatically, but will be turned off after 25 minutes of inactivity. Quotes are delayed at least 15 minutes. Real-Time continuous streaming quotes are available through our premium service. You may turn streaming quotes on or off. All information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. " http://finance.yahoo.comlq/hp?s=CMCSA&a=04&b= 18&c=2007 &d=05&e= 18&f=2007 &g... 8/2/2007 LSI: Historical Prices for LSI CORPORATION - Yahoo! Finance Page 1 of3 Yahoo' My Yahoo! Mail More New iii.. '!~ 8igtUlpagElp '~'__________'~~'_~"__'~~_~__W,___q.,_~..~..~.y.,~_~__,.~,~=~_<,_~'_^~q",~"_.~_____-gW^~'_^'_~~__~~"__~ ..~I il' ...... . . . ill Dow 't 0.21% Nasdaq 't 0.28% Thursday, August 2,2007, 2:48PM ET - U.S. Markets close In 1 hour Enter Symbol( s). (:!n' Q~TU] Symbol Lookup Finance Search U 5" .@ ~g, al.) .:. jf W~ '-/ t.j At 2:28PM ET: 6.77 ... D ~ Act ."'e :t aar::rs I Fidelity tSI Corp (LSI) ~. Th.. lndcpcntknt Sp"it http://finance.yahoo.comlq/hp?s=LSI&a=O 1 &b= 1 &c=2007 &d=07 &e=2&f=2007 &g=d 8/212007 LSI: Historical Prices for LSI CORPORATION - Yahoo! Finance Page 2 of 3 6-Jul-07 7.85 7.91 7.82 7.87 12,060,600 7.87 5-Jul-07 7.85 7.99 7.79 7.85 15,764,300 7.85 3-Jul-07 7.65 7.85 7.57 7.80 12,009,700 7.80 2-Jul-07 7.50 7.64 7.48 7.58 14,330,700 7.58 29-Jun-07 7.61 7.64 7.40 7.51 30,284,600 7.51 28-Jun-07 8.01 8.09 7.60 7.65 66,513,900 7.65 27 -Jun-07 8.40 8.64 8.35 8.64 11,722,700 8.64 26-Jun-07 8.40 8.47 8.32 8.43 10,439,100 8.43 25-Jun-07 8.46 8.58 8.30 8.34 8,178,500 8.34 22-Jun-07 8.35 8.41 8.25 8.34 11,238,400 8.34 21-Jun-07 8.16 8.40 8.15 8.34 9,146,200 8.34 20-Jun-07 8.25 8.29 8.15 8.17 8,971,600 8.17 19-Jun-07 8.31 8.31 8.13 8.23 9,464,200 8.23 18-Jun-07 8.23 8.40 8.18 8.35 7,285,800 8.35 15-Jun-07 8.22 8.28 8.20 8.25 9,252,500 8.25 14-Jun-07 8.24 8.29 8.14 8.18 7,760,400 8.18 13-Jun-07 8.20 8.24 8.10 8.22 14,275,600 8.22 12-Jun-07 8.20 8.29 8.13 8.15 14,516,400 8.15 11-Jun-07 8.34 8.43 8.24 8.30 8,876,500 8.30 8-Jun-07 8.35 8.38 8.20 8.36 7,646,300 8.36 7 -Jun-07 8.39 8.49 8.24 8.30 7,715,500 8.30 6-Jun-07 8.68 8.68 8.35 8.38 12,350,000 8.38 5-Jun-07 8.88 8.92 8.66 8.70 9,352,100 8.70 4-Jun-07 8.95 9.05 8.81 8.90 11,300,900 8.90 1-Jun-07 8.70 9.08 8.68 8.95 27,659,800 8.95 31-May-07 8.37 8.72 8.37 8.68 18,657,700 8.68 30-May-07 8.28 8.39 8.21 8.35 7,918,600 8.35 29-May-07 8.26 8.45 8.25 8.32 9,535,500 8.32 25-May-07 8.11 8.31 8.10 8.25 7,958,700 8.25 24-May-07 8.27 8.31 8.06 8.09 13,365,600 8.09 23-May-07 8.22 8.32 8.22 8.25 6,629,000 8.25 22-May-07 8.36 8.36 8.11 8.20 12,892,600 8.20 21-May-07 ____8.28____Jl-'~ 8.20 8.29 10,638,100 8.29 ~aY-07 7.99 8.26 7.97 8.24 11,557,300 8.24" ._------~- .-- 17 -May-07 8.21 8.22 7.96 7.97 13,952,700 7.97 16-May-07 8.24 8.30 8.15 8.19 11,868,400 8.19 15-May-07 8.30 8.39 8.25 8.26 10,312,900 8.26 14-May-07 8.43 8.45 8.31 8.32 9,331,300 8.32 11-May-07 8.41 8.50 8.35 8.39 9,441,500 8.39 10-May-07 8.46 8.60 8.37 8.40 9,968,400 8.40 9-May-07 8.42 8.58 8.42 8.54 11,114,200 8.54 http://finance.yahoo.com/q/hp?s=LSI&a=01&b=1&c=2007 &d=07 &e=2&f=2007 &g=d 81212007 LSI: Historical Prices for LSI CORPORATION - Yahoo! Finance Page 3 of3 8-May-07 8.41 8.54 8.36 8.48 11,838,300 8.48 7 -May-07 8.47 8.53 8.42 8.45 10,398,000 8.45 4-May-07 8.60 8.68 8.36 8.38 18,467,400 8.38 3-May-07 8.44 8.69 8.43 8.54 20,397,700 8.54 2-May-07 8.19 8.47 8.17 8.39 28,318,300 8.39 1-May-07 8.50 8.52 8.17 8.18 31,748,600 8.18 30-Apr-07 8.75 8.85 8.50 8.50 22,189,400 8.50 * Close price adjusted for dividends and splits. First I Prev I Next I Last ~ Download To Spreadsheet @ AddJoPo!1foIiQ '[,).' SelAJert S I;rn~iLto~Frienc:l Get Historical Prices for Another Symbol: I GOI Svmbol Lookup . Stock Screener . Mergers&Acqyisitions . Splits Copyright @ 2007 Yahoo! Inc. All rights reserved. PriVl'!r;yPQli!;y - T~f!T1~ Qf$~ryi~ - CQPYri9htiIPPQlir;y Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for otheLexchangeS. Historical chart data and daily updates provided by Commodit}' Systems, Jnc. JCsn. 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By accessing the Yahoo! site, you agree not to redistribute the information found therein. http://finance.yahoo.comlq/hp?s=LSI&a=01&b=1&c=2007 &d=07 &e=2&f=2007 &g=d 8/2/2007 Rev.1S01 EX+ (...., *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlllENT DECEDENT ESTATE OF Yost, Alice H. FILE NUMBER 21-07-00525 Include the proceeds of /itigation and the elate the proceeds were received by the e_e. All property joInUy-owned wlth the right of survlvonlhlp must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Asbury Communities, Inc. (refund): VALUE AT DATE OF DEATH 3.081.00 2 Erie Insurance (refund): 8.00 3 PNC Bank Checking Account #5070072782: 4.862.03 4 PNC Bank Savings Account #5004414369: 12.886.04 TOTAL (Also enter on Line 5, Recapitulation) 20.837.07 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule E (Rev. 6-98) o PNCBAN< The Thinking Behind The Money June 5, 2007 David Lenox Attorney at Law 130 W Church St Dillsburg, PA 17019 RE: Alice H Yost (Deceased) SSN: 208-28-5622 DOD: 05-18-2007 Dear Mr. Lenox: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account # 21001015833 Established 07-05-1995 ~ H YOST MYE S BURIAL RESERVE ACCT DOD balance: $8,493.32 + 13.19 accrue Checking Account Account # 5070072782 Established 07-20-1992 ALICE H YOST SALLY A MCBRAYER POA DOD balance: $4,861.90 + 0.13 accrued interest Savings Account Account # 5004414369 Established 12-22-2006 ALICE H YOST DOD balance: $12,878.26 + 7.78 accrued interest Page 1 of2 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, &1J.J.j/Y() 6jfjjJ~V Colleen Crowder 1-800-762-1775 P7-PFSC-04-F 500 First Ave Pittsburgh, P A 15219 Member FDIC Page 2 of2 REV.11S1 EX+ (12-89' *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Yost, Alice H. Debts of decedent must be reported on Schedule I. FILE NUMBER 21"{)7 ..{)0525 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 400.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attomey's Fees The Wiley Group, PC 3,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 168.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 334.40 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 3,902.40 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) ReY.1502 EX+ (8-18) *' SCHEDULE H.A FUNERAL EXPENSES continued COMMONWEAI.1li OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Yost, Allee H. FILE NUMBER 21-07-00525 ITEM NUMBER DESCRIPTION AMOUNT 1 Bethany Village (funeral luncheon): 275.00 2 Gingrich Memorials: 125.00 Subtotal 400.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) . . Rev-1502 EX+ (8-88) . SCHEDULE H.87 OTHER ADMINISTRATIVE COSTS continued CClMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETlJRN RESlDENT DECEDENT ESTATE OF Yost, Alice H. FILE NUMBER 21.{J7.{J0525 ITEM NUMBER DESCRIPTION AMOUNT 1 Bank of New York (stock transfer fee): 10.00 2 Computers hare (stock transfer fee): 19.80 3 Cumberland Law Journal (advertise estate): 75.00 4 Register of Wills (filing fee): 30.00 5 The Sentinel (advertise estate): 182.56 6 US Post Office: 17.04 Subtotal 334.40 Copyright (c) 2002 fonn software only The Lackner Group, Inc. Fonn PA-1500 Schedule H-B7 (Rev. 6-98) ReY-1512 EX+ (5-88) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Yost, Alice H. FILE NUMBER 21-07-00525 Include unrelmbureed medical ex~. ITEM NUMBER DESCRIPTION 1 Millennium Pharmacy Systems: VALUE AT DATE OF DEATH 1.390.74 TOTAL (Also enter on Line 10, Recapitulation) 1,390.74 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule I (Rev. 6-98) ~ .. f , REV 1513 EX+ (1-00) *' SCHEDULE .. COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Yost, Allee H. 21-47 -40525 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not Uat TIUlI_.' I. TAXABLE DISTRIBUTIONS [include outright sgousal Clistributionsg and ransfers under Sec. 116(a)(1.2)] Sally A. McBrayer Daughter one-half of 41 Blue Mountain Vista residuary Mechanlcsburg, PA 17050 estate Donald W. Yost Son one-half of 332 Lynbrooke Road residuary Springfield, PA 19064 estate Total Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) . IIIJllh~I:'[I'I,1111111111111111I,!11'111111I'11111111'I C' 1=. p'\< (y: L.. ,\. ...., nHll \'~ (,(", IPi OOr) \,\ ", , " j,,' ,I ~\_,~,_,}_~:i ~ ~'r-":....,~I rJ~" CU\I~ ",k) {),/, ,1-\ ~ UNITED WE STAND "".. '" {f ~'".O"~ ~ . . ~A._L .. ~'';lIt :;l-" ,~'W'T~: 7uul SEP 20 ~H \1: \ 9 1 5 l 0 U.5. P05lM,i:: 7 1 f, f, II: n"') 77 n <:: 1= . . "'" -- ~ . " ",........, ..... "'-II'" . ..,--' 5 2 0 8 MAILED FROM ZIP COOl THE WILEY GROUP Attorneys at La-w Wi ley · Lenox Colgan. Marzzacco · P.c. 130 W. Church Street. Suite 100 Dillsburg, PA 17019 Register of Wills Cumberland County Cour One Courthouse Square Carlisle, P A 17013 .-