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Home My WebLink About10-23-07 -.J REV-1500 EX (06-05) P A Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number 159-18-1408 Decedent's Last Name TUMAS . Date of Death 01212007 .. 15056041158 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year 21 07 File Number 0334 Date of Birth 06301921 Suffix Decedent's First Name MI J WALTER (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust (Attach Copy of Trust) Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Spouse's Social Security Number FILL IN APPROPRIATE BOXES BELOW [K] 1. Original Retum o 4. Limited Estate o 6, Decedent Died Testate (Attach Copy of Will) o 9. Litigation Proceeds Received CRAIG A. HATCH, ESQ. Firm Name (If Applicable) o 2. 04a. o 7. 010. Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Supplemental Return o o 5. Federal Estate Tax Return Required 3. Remainder Return (date of death prior to 12-13-82) 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) 717-731-9600 REGISTER OFlN,'LLS USE ONLY: First line of address GATES, HALBRUNER & HATCH, P.C. ') 1013 MUMMA ROAD, SUITE 100 Second line of address City or Post Office LEMOYNE "...1 '" , "'.) -..., State ZIP Code DATE FILED I": Correspondent's e-mail address: C. HA T CHiilG ATE SL AWF I R M . COM Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and com plate. Declaration of preparer other than the personal representative is based on all information of which preparer hes any knowledge. SI R OFPER I FORF INGRElURN DATE / PA 17043 (,) o FREDERICK, MD 21702 MUMMA ROAD, SUITE 100 LEMOYNE, PA 17043 PLEASE USE ORIGINAL FORM ONLY L 15056041158 Side 1 6M4647 3.000 15056041158 -.J ~\A Estate of e e Executors (Page 1) Name Address Tax 10 June C. Huy 5605 Old National Pike Frederick, MD 21702- 195-32-4825 159-18-1408 e -.J 15056042159 REV-1500 EX Decedent's Name:T U MAS RECAPITULATION WALTER 1. Real estate (Schedule A) . . . 1. 2. Stocks and Bonds (Schedule B). . . . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C). . . 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . .4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E). . . . 5. 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested . 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J). . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . 14. e Decedent's Social Security Number 159-18-1408 J 136004.46 5088.57 0.00 0.00 51868.86 12562.01 102955.99 308479.89 25318.28 0.00 25318.28 283161.61 0.00 283161.61 TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 ta)(8ble at the spousal tax rate, or transfers u~er Sec. 9116 (a)(1.2) X .0_ 0.00 16. Amount of Line 141a)(8ble at lineal rate X .O~ 283161.61 17. Amount of Line 14 ta)(8ble at sibling rate X .12 0 . 00 18. Amount of Line 14 ta)(8ble at collateral rate X .15 0 . 00 19. TAX DUE. . . . . . 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042159 6M4648 2.000 15. 0.00 16. 12742.27 0.00 0.00 17. 18. 19. 12742.27 o 15056042159 -.J e e REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME TUMAS STREET ADDRESS 417 EAST GREEN STREET File Number 0334 WALTER J CUMBERLAND CITY SHIREMANSTOWN I STATE IPA Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 0.00 10000.00 526.32 Total Credits (A + 8 + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Total Interest/Penally (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT I ZIP 17011- 12742.27 10526.32 0.00 0.00 2215.95 0.00 2215.95 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 . Did decedent make a transfer and: a. retain the use or income of the property transferred; . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? ........ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes o o o o o o o No 00 00 00 [Xl 00 [Xl [X] 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. 99116 (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. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. F or 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 use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~116(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. 99116(1.2) [72 P.S. 99116(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. 99116(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. 6M4671 1.000 e SCHEDULE A REAL ESTATE R EV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Walter J. Tumas 21 07 0334 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both hlllling nsasonable knlllloiedge of the relevant facts. Real property which Is Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 417 Green Street, Shiremanstown (Sale of property July 17, 2007) $136,004.46 3W4895 1.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ $136,004.46 REV-15113 EX + (6-98) e e COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Walter J. Tumas 21 07 0334 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1.2.16 Shares 2.16 Shares of LSI Corporation Common Stock 1/19/07 Average $10.20 per share 1/22/07 Average $10.15 per share; DOD Average $10.175 per share $21. 98 2 4.390937 Shares 4.390937 shares of AT&T common stock 1/19/07 Average $35.11 per share; 1/22/07 Average $35.265 per share; DOD average $35.1875 per share $154.51 3 266.368 Shares 266.368 Shares of DWS GNMA, Fund-S $3,914.28 1/19/07 $14.69 per share 1/22/07 $14.70 per share DOD Average $14.695 per share 4 69.9597 Shares 69.9597 Shares of Alcatel-Lucent common stock 1/19/07 Average $14.345 per share 1/22/07 Average $14.18 per share; DOD average per share $14.2625 per share $997.80 3W4696 1.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) $5,088.57 e - REV-1504 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RElURN SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Wal ter J. Tumas 2107 0334 Schedule C-1 or C-2 (including all supporting informetion) must be attached for each closely-held corporation/partnership interest of the decedent. other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-propriatorships. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. None 3W4697 1.000 TOTAL (Also enter on line 3. Recapitulation) (If more space is needed. insert additional sheets of the same size) $ $0.00 REV-1sds EX + (6-98) e e COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-1 CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT ESTATE OF FilE NUMBER Walter J. Tumas 21 07 0334 City State Zip Code State of Incorporation Date of Incorporation Total Number of Shareholders o 1. Name of Corporation Address 2. Federal Employer I.D. Number 3. Type of Business Business Reporting Year ProducUService 4. STOCK TYPE TOTAL NUMBER OF Voting/Non-Voting SHARES OUTSTANDING PAR VALUE NUMBER OF OWNED BY T Common $ Preferred $ Provide all rights and restrictions pertaining to each class of stock. 5. Was the decedent employed by the Corporation? . . . . . . . . . . . . . . . . . . . . . . .. 0 Yes o No If yes, Position Annual Salary $ $0.00 Time Devoted to Business 6. Was the Corporation indebted to the decedent? . If yes, provide amount of indebtedness $ ... OYes o No $0.00 7. Was there life insurance payable to the corporation upon the death of the decedent? . ... 0 Yes 0 No If yes, Cash Surrender Value $ Owner of the policy $0.00 Net proceeds payable $ $0.00 8. Did the decedent sell or transfer any stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-82? o Yes 0 No If yes, 0 Transfer 0 Sale Number of Shares 0 Transferee or Purchaser Consideration $ $0.00 Date Attach a separate sheet for additional transfers and/or sales. 9. Was there a written shareholder's agreement in effect at the time of the decedent's death? . 0 Yes If yes, provide a copy of the agreement. ONo 10. Was the decedent's stock sold? . . . . ....................... OYes ONo If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedent's death? . . . . . . . . . .. 0 Yes 0 No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? . . . . . . . . . . .0 Yes 0 No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. THE FOllOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE A. Detailed calculations used in the valuation of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured. attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E List of officers, their salaries, bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. List those declared and unpaid. G Any other information relating to the valuation of the dededent's stock. (If more space is needed, insert additional sheets of the same size) 4W4696 1.000 e COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT REV-1506 EX + (9-00) ESTATE OF FILE NUMBER Walter J. Tumas 21 07 0334 1. Name of Partnership Address Date Business Commenced City 2. Federal Employer 1.0. Number 3. Type of Business Business Reporting Year State Zip Code ProducUService 4. Decedent was a D General D Limited partner. If decedent was a limited partner, provide initial investment $ $0.00 5. PARTNER NAME PERCENT OF INCOME PERCENT OF OWNERSHIP BALANCe OF CAPITAL ACCOUNT A. B. C. D. 6. Value of the decedent's interest $ 7. Was the Partnership indebted to the decedent? . If yes, provide amount of indebtedness $ SO.OO ........... DYes D No $0.00 8. Was there life insurance payable to the partnership upon the death of the decedent? . DYes D No If yes, Cash Surrender Value $ Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31-82? DYes D No If yes, D Transfer D Sale Percentage transferred/sold 0.0000 $0.00 Net proceeds payable $ SO.OO Transferee or Purchaser Attach a separate sheet for additional transfers and/or sales. Consideration $ $0.00 Date 10. Was there a written partnership agreement in effect at the time of the decedent's death? If yes, provide a copy of the agreement. o Yes 0 No 11. Was the decedent's partnership interest sold? If yes, provide a copy of the agreement of sale, etc. DYes 0 No 12. Was the partnership dissolved or liquidated after the decedent's death? . . . . . . . . . . . . . . . D Yes D No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent related to any of the partners? . . . . . . . . . . . . . . If yes, explain 14. Did the partnership have an interest in other corporations or partnerships? . . . . . . . . . . . . . . DYes D No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest DYes D No THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS se A. Detailed calculations used in the valuation of the decedent's partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years. C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedent's partnership interest. 4W4699 1.000 e REV.1507 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INI-ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Walter J. Tumas SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER 21 07 0334 All property JolnUy-owned with rtght of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH None TOTAL (Also enter on line 4, Recapitulation) $ $0.00 3W46AC 1.000 (If more space is needed, insert additional sheets of seme size) e e REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Walter J. Tumas FILE NUMBER 21 07 0334 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survlvol'llhlp must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 ~d Penn Bank-checking account number 280628 $4,489.21 2 ~d Penn Bank-Money Market account number 9017492 $15,822.34 3 ~d Penn Bank-Certificate of Deposit account number 309001871 $10,457.30 4 2003 Chevrolet Venture minivan-Date of sale 8/30/07 $9,000.00 5 Ameriprise Financial Long Term Care Refund $896.52 6 MetLife Total Control Account Number 4051931214 $11,203.49 3W46AD 1.000 TOTAL (Also enter on line 5 Recanitulation\ $ (If more space is needed, insert additional sheets of the same size) $51,868.86 e e REV-1509 EX+ (6-98) SCHEDULE F JOINTL V-OWNED PROPERTY CO~NWEAL TH OF PENNSYLV ANLtI IN-lERrrANCE TAX RETURN RESIJENT DECEDENT ESTATE OF FILE NUMBER Wal ter J. Tumas 21 07 0334 If an asset was made Joint within one year of the decedent's date of death, It must be reported on Schedule G. SlRVlVlNG JOM TB\IANT(S) NAME ADDRESS R8.A TlONSHIP TO DECEDENT A Huy, June C 5605 Old National Pike, Frederick, MD 21702 Daughter JOINTL y.owNED PROPERTY: LETTER DATE DESCRJPTlON OF PROPERTY %OF DA TE OF DEA TH rTBv'I FOR JOIN MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DA TE OF DEATH DECD'S VALl.EOF NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR NUMBffi TENANT JOM JOINTlY.HELD REAL ESTATE. VALUE OF ASSET MEREST DECB:lENT'S MEREST 1 A 5/21/2002 PNC Bank-Certificate of Deposit Account Number 31800227648 (held jointly with June Huy) $25,124.01 50.0000 $12,562.01 TnTAI ,II ( $12,562.01 (W more space is needed, insert add~ional sheets of the same size) 3W46AE 1.000 e REV-1510 EX + (El-9S) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Walter J. Tumas FILE NUMBER 21 07 0334 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER 1. DESCRIPTlON OF PROPERTY II\CU.lJE nE p.jI\ME OF n-e TRANSFEREE, THEIR RELATIONSHIP TO OECEDENT AI'{) n-e DATE OF TRANlFER ATTIlCHAODPI' OF THE DEED FOR REAL ESTATE. Ameriprise Annuity Account No. 93103049319 7 004 Owner/Annuitant: Walter J. Tumas Beneficiary: daughter, June C. Huy 2 4,636.917 Shares Ameriprise Mutual Funds Account No. 01012227635 4 002 $7.040 per share Beneficiary: daughter, June C. Huy 3 PNC Bank-savings account account number 5004302471 (account made joint with daughter, June Huy, in July 2006) 4 2,930.5 Shares Ameriprise - Mutual Funds Account Number 01151421361 7 002 $4.400 per share Beneficiary: daughter, June C. Huy 5 PNC Bank-checking account account number 5004304215 (account made joint with daughter, June Huy, in July 2006) DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST $11,369.23 100.0000 $32,643.90 100.0000 $41,896.06 100.0000 $12,943.19 100.0000 $7,103.61 100.0000 3W46AF 1.000 (If more space is needed, insert add~lonal sheets of the same size) TOTAL (Also enter on line 7. Recapitulation) $ EXCLUSION (IF APPUCABLEI $0.00 $0.00 $0.00 $0.00 $3,000.00 TAXABLE VALUE $11,369.23 $32,643.90 $41,896.06 $12,943.19 $4,103.61 $102 955.99 REV-1St' EX+ (12-99) e SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONIJI/EAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Walter J. Tumas ITEM NUMBER A. B. 3W46AG 1.000 Debts of decedent must be reported on Schedule I. DESCRIPTION 1. FUNERAL EXPENSES: Auer Memorial Home and Cremation Services, Inc. (funeral) Total from continuation schedules 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) June C. Huv Social Security Number(s) I EIN Number of Personal Representative(s) 195-32-4825 Street Address 5605 Old National Pike City Frederick State Me Zip 21702 Year(s) Commission Paid: waived 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Cumberland County Register of Wills-photocopies 2 Carlisle Insurance Service-Administrator's bond premimum- Total from continuation schedules TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) FILE NUMBER 21 07 0334 $ AMOUNT $1,626.18 $781.81 $14,500.00 $356.00 $20.00 $1,235.00 $6,799.29 $25 318.28 J Estate of: Walter J. Tumas Item No. Description e Schedule H Part 1 (Page 2) 2 Holiday Inn (Memorial luncheon) Total (Carry forward to main schedule) e 159-18-1408 Amount $781.81 $781.81 e Estate of: Walter J. Tumas Schedule H Part 7 (Page 2) 3 Lower Allen Township (sewer amount) 4 Erie Insurance (homeowner's insurance) 5 MCI (phone bill) 6 T-Mobile (cell phone) 7 PP&L Electric (electric) 8 Pennsylvania American Water (water) 9 Terminex International (termite control) 10 Kirby Crawford (House cleaning & hauling of misc. items from house) 11 Dale Eichelberger (tree removal associated with the sale of home at 417 East Green Street) 12 Northeast Waste Services (refuse) 13 Pennsylvania Department of Revenue (decedent's 2007 State Income Tax) 14 Judy C. Prowell (2007 Real Estate taxes for Shiremanstown Borough) 15 Lewis B. Buchanan, Inc. (delivery of heating oil for 417 East Green Street, Shiremanstown) 16 Jim Huy (moving expenses) 17 Liberty Mutual (car insurance for 2003 Chevrolet Venture) 18 Cumberland Law Journal (Publication of Notice to Creditors) 19 The Patriot News (Publication of Notice to Creditors) 20 expenses associated with the Sale of 417 East Green Street, Shiremanstown, PA Total (Carry forward to main schedule) e 159-18-1408 $32.00 $311.00 $149.18 $136.82 $300.88 $358.70 $170.66 $700.00 $400.00 $32.61 $201.00 $554.67 $382.25 $200.00 $229.36 $75.00 $279.90 $26.87 $4,540.90 e Estate of: Walter J. Tumas Schedule H Part 7 (Page 3) 21 expenses associated with returning merchandise, shipping information to Gates, Halbruner & Hatch, P.C. and ship PA license tag to PennDot. 22 June C. Huy (mileage to and from Maryland to Pennsylvania) 3,888 miles at 48.5 cents per mile 23 Baugher Motors, Inc. (car inspection and emissions test prior to sale) Total (Carry forward to main schedule) e 159-18-1408 $39.20 $2,157.77 $61.42 $2,258.39 e REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX REnJRN RESIDENT DECEDENT ESTATE OF Walter J. Tumas SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 07 0334 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM Nu.1BER 1. DESCRIPTION VALUE AT DATE OF DEATH None 3W46AH 2.000 TOTAL (Also enter on line 10, Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) $0.00 REV-1513 EX+ (9-00) e SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Walter J Tumas FILE NUMBER 21 07 0334 NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1 June C. Huy 5605 Old National Pike Frederick, MD 21702 100% of Residue: $283,161.61 Daughter $283,161.61 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 3W46AI 1.000 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ $0.00 COMMONWEALll-t OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF e SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN REV-1514 EX+ (12-03) Check Box 4 on REV-1500 Cover Sheet FILE NUMBER Wal tar J. Tumas 21 07 0334 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. o Will 0 Intervivos Deed of Trust 0 Other LIFE ESTATE INTEREST CALCULATION NAME(S) OF LIFE TENANT(S) DATE OF BIRTH NEAREST AGE AT DATE OF DEATH TERM OF YEARS LIFE ESTATE IS PAYABLE TelTn of Years 1. Value of fund from which life estate is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Actuarial factor per ap~riate table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interest table rate - U 3 1/2% 0 6% 0 10% 0 Variable Rate 0.00000% 3. Value of life estate (Line 1 multiplied by Line 2) ............................. $ TelTn of Years TelTn of Years TelTn of Years TelTn of Years $0.00 0.00000 $0.00 ANNUITY INTEREST CALCULATION NAME(S) OF LIFE ANNUITANT(S) DATE OF BIRTH NEAREST AGE AT DATE OF DEATH TERM OF YEARS ANNUITY IS PAYABLE TelTn of Years TelTn of Years TelTn of Years o Life or 1. Value of fund from which annuity is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Check appropriate block below and enter corresponding (number) . . . . . . . . . . . . . . . . . . . Frequency of payout -0 Weekly (52) 0 Bi-weekly (2U Monthly (12) o Quarterly (4) 0 Semi-annually (2) 0 Annually (1) OOther () 0 3. Amount of payout per period ....................................... $ 4. Aggregate annual payment, Line 2 multiplied by Line 3 . . . . . . . . . . . . . . . . . . . . . . . . . 5. Annuity Factor (see instructions) Interesttablerate-O 31/2% 0 6% 0 10% OvariableRateO.OOOOO% 6. Adjustment Factor (see instructions) ................................... 7. Value of annuity -If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 . . . . . . . . . . . . . . . . . . . . $ If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ o TelTn of Years $0.00 0.000 $0.00 $0.00 0.00000 0.00000 $0.00 $0.00 NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13 and 15 through 18. (If more space is needed, insert additional sheets of the same size) 3W46AJ 3.000 e e REV.1647 EX+ (9-00) SCHEDULE M FUTURE INTEREST COMPROMISE COMMONWEALtH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Check Box 4a on Rev-1500 Cover Sheet ESTATE OF FILE NUMBER Wal ter J. Tumas 21 07 0334 This schedule is appropriate only for estates of decedents dying after December 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. o Will 0 Trust 0 Other I. Beneficiaries AGE TO NAME OF BENEFICIARY RELATiONSHIP DATE OF BIRTH NEAREST BIRTHDAY 1. 2. 3. 4. 5. II. For decendents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. n Limited rlaht of withdrawal n Unlimited rlaht of withdrawal III. Explanation of Compromise Offer: IV. Summary of Compromise Offer: 1. Amount of Future Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ $0.00 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) . . . . . . $ $0.00 3. Value of Line t~~ring ~use [jpropriate tax rate Check One 6%, 3%, 0% . . . . . . . . . . . . . . $ $0.00 (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate Check one 06% o 4.5% . . . . . . . . . . . . . . . . $ $0.00 (also include as part of total shown on Line 16 of Cover Sheet) 5. Value of Line 1 taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) . . . . . . $ $0.00 6. Value of Line 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) . . . . $ $0.00 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) . . . . . . . . . . . . . . . . . . $ $0.00 (If more space is needed, insert additional sheets of the same size) 3W46AN 1.000 e REV-1649 EX- (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RE11JRN RESIDENT DECEDENT SCHEDULE 0 ELECTION UNDER SEC. 9113(A) SPOUSAL DISTRIBUTIONS ESTATE OF FILE NUMBER Walter J. Tumas 21 07 0334 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual, A, B. By-pass, Unified Credit, etc.) If a trust or similar arrangement meets the requirements of Section 9113(A). and: a. The trust or similar arrangement is listed in Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule O. then the transfero(s personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or sim- ilar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have mede the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location. which pass to the decedent's surviving spouse under a Section 9113(A) trust or sim ilar arrangement. Description VALUE Part A Total $ PART B: Enter the descri tion and value of all interests included in Part A for which the Section 9113 A election to tax is bein 0.00 Description Value Part B Total $ (If more space is needed. insert additional sheets of the same size) $0.00 3W46E2 2.000 J e e DEATH CERTIFICATE This is to cenifY that this is a rrue co. the record which is on file in the Pennsyl. Division of Vital Records with Act 66, P.L. 304, approved by the.eral Assembly, June 29, 1953. ., In accordance WARNING: It is illegal to duplicate this copy by photostat or photograph. /2 ~ ~4 e--ro "'-J ~~ UWyoL No. Frank Yeropoli State Registrar Calvin B. Johnson, M.D., M.P.H. Secretary of Health 1040389 FEB 0 9 2007 H105.144 REV I1llOO6 TYPE' PRINT IN PERMANENT BLACK INK 1130-438 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CORONER'S CERTIFICATE OF DEATH (See instructions and examples on reverse) Date v~ Chester, PA STATE FILE NUMBER .. 0_ of Dealh (Month. day. year) January 21, 2007 I. Name d Deced"'" (Fnt, rniddIl!.Iast, sulflJl) Walter 5 ~ lUst Birthday, 85 J Tumas 6. DaleofBil1l'tll.lorlth.day.yeat) June 30, 1921 7. Birthplace ICily and 5la~ or Sb. Calnry oi' Oealh Bel. Facility Hem. (If nJllnililulion, re She.. and m..onmer) Holy Spirit Hospital 0""",._ A mDlloI'I\IOI\i IIe.Donolllall KinddBtlsiless/nlJslry ualit Control U.S. Government - 18. Decldw4's MailingAddrus tStl8el, city I !Own, .... zipcocle) 417 East Green .Street Shiremanstown, PA 17011 Ia. FaIhef'sNIlmI (Fnt middle,lasl suffix) Peter Tuma lOa. Inlonrenrs Name (Type I Prinl) 1.2- Was Oec8denIl!I/e( In the U.S. Armed Forces? l&lv" DNa -. ActualRasideflct 17a..SlaIePenn~ylvania 17b"""'/Zumberland 14. Mari~ Status: Married, Naver MaIriId, WJdcrwed,rJvOJCed,(SpedJ)ol He. 0 Yes. Oecedtnllj,ed In 17d IKl ~L:::~wiIhin Shiremanstown T.". City/80m 19. MoIl\e(s Harne (Firs!:. midd.. mao.n suname) Zlb_ Inlormalt's MallingAddre55 (StrftL ciryl ~ stal:e, ~ code) Jan. 26, 2007 Cremation Societ of PA 22c._."",_..~F''''l.Uer Memorial Home and Cremation 4100 Jonestown Road Harrisbur PA 17109 23b. Ucanse ~ 23c. Date Signad (Month. day, )'Ill) 11em124-26mustt.c:ompatadbypetm'l lIIIoprontU'lOlSdlath. 24. Ttme 01 Oealh 25.0... PllJl'lI:U'lC*I DHd(Monlh.daw'. yMr) 4:48 P. ~ January 21, 2007 26. Was Case Referred 10 Mld::aI Examinw I Coroner lor. Aeuon Olher hart CrerNlian or Donation? )(vas 0 No ApprOlliInate 1M8r\raI: Part II; Ent.. Dlher liimilicanr cnnrIIInnr. mnlrblllnn III dulh 2B. Did Tobacco Uu ContrI:lut.Ia 0I1lh? Oo5etIODeath bulnoIresulinginll'leanlerlyingcaust~inPaltI. 0 v. OProbabty 000 0"""'" CAUSE OF DEATH (See Instructions and ....mpl..) Ilfm 27. Pan I: Enlaf 1hll1iIIiull.JuIII- lisnus, quriu, Ill' COR1lkaIicns -1hIl chdIy CIIuI8d h dHth. 00 NOT enter l8tminaI 8'lenIs SLdl as canflaC arre-51. ~ .... or ventncular fibrilalion wiIhouI stmmg u.1ti:*IgJ. List anIy one cause on each line. ==~~~=~ Occlusive Coronary Artery Disease Due 10 (or as a consaqun:e 01): CABG 29. II Ferrwe: 0...__...._ o PrIgnaIlt.tmeoldutt o Not~anl,btfpnlplltwilMn42droys ol- D Nolpregnant.lUllf8l1IIlIt43daYSID1y!llf ........... o IJnIcnolwnlpregl8l1w1l1t\lhepastyear 32c. P\ace of I~ Home, Farm. 9reet. FII:lDry. Oft:e 8l.MIg.eIc. ~ .........,""_."". IeedinQIolhecauubllldonWL Entw!he UHDERtYlNGCAUSE ~~~TL1lr~ b. Due to (or as a conMQI>>nte 01); Due 10 (or as a consequence aI): d. ov" ~No 0"" 0" 31 Mamer of 0uIh )1.""" D- 0-. 0 ......... .......... 0..- oCcuidNolbe_.. 32d.TlIleollrtuy 3Oa. Was...Aulopsy """"""" 3Ob. We.. Aulapsy Findings AvailablePrlorIOCompItlion oIC1useofOellIh? 3311. Ce1iier{check onIyonet =~~:==:'~C::"~Ihe'":..c~=~:~_~~_~~~-:.n~~_________________ 0 ... ~r:~~~;:'~~M~loto~:::':~~maM...stllelL_________________ 0 ~~/~ ~ On It.._~ of uamlnation and I or Invelllpllon. in my opinion. death occurr.t II h time. date. and pface. and due to the eau&e(s) and mlnnet H stlled- ~ "'" 33c. Uc:ense Nunbet Coroner r.t 32111 Tran.portaliDn "py (Spfdy) 0",,",1_ 0_ 0"'05''''' 0"""'._ 33b. S9Jaln an ~ ! !S.Re ~ ""'".._1......."'.,.'" January 23, 2007 "lIfra~" t~ "l\l'o"~":"'e!8't"d'l'i"e'F T".IP"" 6375 Basehore RoadI Sy~te #1 Mechanicsburg, PA 70~0 OiSpOslllon Parmi! No. e e CERTIFICATE GRANT OF LETTERS OF ADMINISTRATION e e CERTIFICATE OF GRANT OF LETTERS REGISTER OF WILLS CUMBERLAND County, Pennsylvania No. 2007-00334 PA No. 21-07-0334 Estate Of: WAL TER J TUMAS (First, Middle, Last! Late Of: SHIREMANSTOWN BOROUGH CUMBERLAND COUNTY Deceased Social Security No: 159-18-1408 WHEREAS, WALTERJ TUMAS (First. Middle, Last! 1 a te of SHIREMANSTOWN BOROUGH CUMBERLAND COUNTY died on the 21st day of January 2007 and, WHEREAS, the grant of Letters of Administration lS required for the administration of the estate. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, have this day granted Letters of Administration to: JUNE C HUY who has duly qualified as ADMINISTRATOR(RIX) of the estate of the above named decedent and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA, IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 29th day of May 2007. Jlt fldL Jl1JtnJlt Jtro.sbrlifA I Register of ills CJwnrinl a ~fJV c Depu * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) e PA REV-1500 SCHEDULE A REAL ESTATE - SaW.aIJJJml &t~tement e U.S. Depai\mef\t 01 H"""\r~ a""'~~/tl!llIrtflll~ OMB ~2.o265 B. Type of Loan 1. o FHA 4. OVA 2. 0 FmHA 5. 0 Conv. Ins. 3. rgj Conv. Unins File Number FA 210 Loan Number 6100070129 Mortgage Insurance Case Number ::. NOTE:This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "p.o.c" were paid outside of closing; they are shown here for informational purposes and are not included in the totals. ). NAME AND ADDRESS OF BORROWER: Paul L Nelson Jr 4 Robin Court, Mechanicsburg, PA 17055 Jill L. Nelson 4 Robin Court, Mechanicsburg, PA 17055 E. NAME AND ADDRESS OF SELLER: The Estate of Walter J. Tumas 417 East Green Street, Shiremanstown, PA 17011 Graystone Mortgage LLC 5115 East Trindla Road, Mechanlcsburg, PA 17050 417 East Green Street Shiremanstown, PA 17011 F. NAME AND ADDRESS OF LENDER: G. PROPERTY LOCATION: H. SETTLEMENT AGENT: PLACE OF SETTLEMENT: TIN: I. SETTLEMENT DATE: Fenstermacher & Associates 5115 East Trind/e Rd, Mechanicsburg, PA 17050 25-1606615 07/17/2007 I RESCISSION DATE: J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: '01. Contract Sales Price -"149 900.00 401. Contract Sales Price $149.900.00 102. Personal Property 402. Personal property 103. Settlements charges Ie borrower: 403. (from line 1400) $4,988.74 104. 404. 105. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SElLER IN ADVANCE; 106. Cllyllown taxes to 406. CityJloWn Taxes Ie 107. County Taxes 07/17/2007 to 01/01/2008 $256.88 407. County Taxes 07/17/2007 to 01/01/2008 $256.88 108. Assessments 07/17/2007 to 07/01/2008 $1,583.01 408. Assessments 07/17/2007 Ie 07/01/2008 $1,583.01 109. Sewer Fees 7/17/07 - 9/30/07 $26.79 409. Sewer Fees 7/17/07 - 9/30/07 $26.79 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER: $156,755.42 420. GROSS AMOUNT DUE TO SELLER: $151,766.68 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or eamest money $1,000.00 501. Excess deposit (see instructlons) 202. Principal amount of new Ioan(s) $112,425.00 502. Settlement charges to saller (line 1400) $12,762.22 203. existing Ioan(s) taken subject to 503. existing Ioan(s) taken subject Ie 204. Subordina te Financing $37,289.80 504. Payoff of first mortgage loan . .. 205. 505. Pavol! of second mortgage loan 206. .Se~~&r Assistance $3,000.00 506. Seller Asssitance $3,000.00 207. 507. 208: 508. 209. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. Cilyllown taxes 10 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213. 513. 214. 514. } / 215. 515. " V 216. 516. \' \ 217. 517. \ ~ 216. 518. ... "\ '4\ 219. :u#, Sf 220. TOTAL PAID BYIFOR $153,714.80 520. TOTAL REDUCTIONS $15,762.22 BORROWER: IN AMOUNT DUE TO SELLER: 300"CASH AT SEffiEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER 301. Gross amount due from borrower (line 120) $156,755.42 601. Gross amount due to seller (line 420) $151,766.68 302. Less amount paid bylfor borrower (line 220) $153,714. 80 602. Less reductions in aml due seller (line 520) $1~62.22 303. CASH ( ~FROM) ( DTO) BORROWER: $3,040.62 603. CASH ( o FROM) ( ~TO) SELLER' ( $1~6, 004. 46) .\ ,- HUD-1 (3-86) - RESPA. HB 4305.2 iUD-1 (RelJ.31B6) '\ SETT NT CHARGES '00. TOTAL SALES/BROKER'S COMMISSION BASED ON PRICE $149,900.00 @ 6 .... $8,994. 00 PAID FRO BORROWER'S FUNDS AT SETTlEMENT PAID FROM SELLER'S FUNDS AT SETTlEMENT DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: 01 $4 472.00 to RE/MAX A-I Realt 02 $4 522. 00 to Jack Gau hen Real tor ERA 03. $0.00 10 04. $0.00 10 05. Commission pei" et settlement 06. $8,994.00 ,00. I E S PA ABLE IN CONNECTION WITH LOAN: L01.loenoriginationfee: % 1.0 Graystone Mortgage LLC 102. Loan discount "4 to GraystoDe Mortgage LLC 103. Appraisal fee 10: Grays tone Mortgage LLC 104. Credit report to: Graystone Mortgage LLC 105. Lender's Inspection fee Graystone .Mort;gage LLC 106. Mor1gage insurance applK:ation fee to Grays tone Mortgage LLC Ml7. AssLmpIion fee Grays tone Mortgage LLC lOB. U.aderwri ting Fee to Graystone Mortgage 109. Document Prep Fee to Graystone Mortgage HO. Processing Fee to Graystone Mortgage )11. Tax .Related 8e.rv.ice -Fee to .Graystone Mortgage lOO. ITEMS REQUIRED BY LENDER T BE PAID IN ADVANCE: lOl._from 07/17/2007 10 08/01/2007 $395.00 $150.00 $375.00 $125.00 $79.00 @ $20. 79/day $311. 85 302. Mortgage insurance premium for m. Hazard lnsuranc& premium for >>t. Flood insurance premjum for 305. FloodCert to F.A.F.D.$. mos. to 1. 00 yrs. to Managing Partners yrs. to $382.00 P.O.q $18.50 I 00. E RVE 1001. HazsrdII1SUlStlCe 1002. ~ insur8ncs 1003. Cily property...... 1004. County property leX.. 1005. Annual 8ueuments l00Ei Flood Insoomcs 1007. 1008. 1009. Aggregate Accounting 1100. TITLE CHAR ES: WI ENDER: 3. 00 months @ months @ months@ 8.00 monlhs@ 3.00 monlhs@ monlhs @ monlhs @ mon<f1s @ Escrow Adjustment $31. 83 per month per month permonlh $46.22 psrmonlh $132.82 per month per month par month per month $95;49 $369.76 $398.46 ($231.07) 1101. SaltJementordoaingfHto Fanst.enuacbar ~ Associates 1102. Abatrad or titl_ search to 1103. Tille examination to 1104. Title inaurance bmaI to 1105. Ootument preparation to , 106. Notary fees to 1107. Attorney's fees to {includes above items Numbers: 1108. TiUe Insurance to FeD3 te.z:macber and Associa tes , P ..C . (includeS BbOVe hems Numbers: :t~O~-~~D4 1109. Lende(s c:ovsrags $112,425.00 1110. Owne(sc:ovsr_ $149,900.00 1111 Endorsements 100 300 900 1112_ Closing Service Lett:er 1113. 1200. V RNMEN R 1201. Reootding r_: 1202. CityJcounty taxlstemps: 1203. Sl8telsollltllmpso 1204. 1205. 13 .ADDI I NALS ORDING AND TRANSFER HAR E : Desd $38.50 : Mor1gsge $70.50 Deed $2,998. 00 : Mortgage Deed : Mortgage ; Releases $109.00 $1,499.00 $1,499.00 $H2,425.00) $149,900.00 ) lEM NT HARGES: 1301. SlWYey to 1302. Pest inspection to 1303. 1'ransact.ioD Fee to Jack. Gaughe.u 1304. 2007/08 School Tax to JUdy PoW'e~~, Tax Co~lector 1305. 3.rd quarter. sever :ffiHilS to Lo"Br Allen Townsbip 1306. Home Warra.nty to AHS 1307. $165.00 $1,647.22 $32.00 $425.00 1400. TOTAL SETILEMENT CHARGES $4,988.74 $12,762.22 I have carefully reviewed the HUD-1 SelUement Statement and to \he best of my knowledge and belief, it is a IIue and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD~1 Settlement Statement. .' 1 Borrower. ;kj,! C.A,j' /C.~i.' Paul L. Nelson Jr ,/ - ~.:"-, Date::Z- -/;7 -C.j ,-~ / /')'! " Borrower. ,. ://1 / it l3tX /in L. Nelson The AUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. wilh this statement 7 I -;-1/: Seller or Date: '// //' / Agent Date: ~l:Ottklom-=-nt AOI'mt I have caused. ot VfiI(~use the funds to be disbursed in accordance ,dE' Date: Jul-B~ZOO7 02:101'8 Fro.- e T-06zeU2l004 f-381 I !f"' \: \. , .. ~." . .,.'~ _ A~C.' <.'. ..,' ~,~ -"i'~': " ,- ,. I I - I ! ,---- ........--.,........- .. llGOll~17 hIlitZ~O .... fII.mIPJ.8 DIIlIC>-TII_ QtlJiS lInbtnturt, ilabr mlyt 2~ .,01 Ma, I. ll. "..,. 0( ... urrl'lI1l. "1.._4 r;IN11...I.H n<I tifty-ailt (1956). irtlDlT1I RAY C, GOOD and LAURA.MAE r.non, Ili, wila, of C.....ll'r1ud Count)', P"nus)'lva"tll, pal'Uas of ~"a tint p.l't. />,NO ~LTER z. TUNAS ~d JUNE E. rm&AS, hi~ wita, of th~ s... placa, partios .,IA<..-.J "". lIUt1.e!1.1I'l1J!'.l..< 1M ",14 .....!in., ~ (WI...... for ....I..-liI.,... .,fH_.t ODe (~l.OO) D/IISM<. r-rot __, of ... UIIif.4 .l..... ., ..~... wI """ ...., ,.;.l i, r/t. ".J r"'" 01 1M .- .....1t....oId"""o../do.fl>ot~..,...IIo<I.,. .~,..~.... .un..., of 11...,.....,........." rolo.rot/ II ~ 0<b0I0I0..,u, h Bve ,,-J, ........." ..u. ol/oatlI, wi.."... ........&. _~,4, oN ~4 oN >1 0... "....lo .. ,..114, !lorplo. .... """" ..,..". ulHf.. _, A4 ..."....... ... ,.",...., $". of /10. ....." P'" tho! I' ~. oM~, J.1[ nlAT CERTAIN tru~ or parcel of land whh tha buildld9s IlIId 1;p,ovcaont. thareon "rooted, a~tuBtll' in the Borouqh oJ 5hir~.n$- tOWn, ~~berlBnd County, Pon.sylvania, mo.. PBrticularI, bound ad and 8C5Crlbed as lollow~, to wJt! . BEGINNTNC at . point On the Northerly 11nc 01 Crean S~~eet\ whi~b pOlnl i. 160,96 foel Westwardly of the Northwest~rlY ~orqor or 6..I;On Bnd St. .lohn' , Chur~lIllaad; mOneo along Lhe .NI>Hhcrly linc of Gracn Street Sooth 11 d09rcc~ 07 Mjputel West, 6 {o"t LO a ~oint at dividing line Det~en Lots ~os, 29 and 32 on tho he.ein.f,cl' mentioned F).o of LDt5; Lheee. alon9 laid dlvidinv lino Morth l~ dC9r.e. S) minnles West, llo fect to . pa~qt; theaoe Horth 7~ dll'VrOB9 07 .inPte$ East, 7 Ieet to a pOint: tbance SoUt~ 12 degrees 63 ~npta' tall, ~ reet to a poin~; ~encc.~8Pth 11 d.~rc"9 ~6 1ll11lutu taB1, 60.01 faCt IG . painh the phce of BEGINNlr<<> . Baing porI or Lot No. 29 on PIBn of Lot$ known as OrCbard nilb, wbich Phil 18 I'eeorded )" the C....081"10nd Connty fle~o'de..'s Ollice 10 Ploa Baak 6, pogo 22, D~lhC pert or the samo pr~18.s whle~ St~nloY P. Adl~t a SO"5-1 lac., by 400d 11,.\.011 May ~t ),969 II!Ind p.,cordod in ~h\! ULlic. 8fa~a*eid, 9rBntad and conveyed ynlG ~Dl C, CoOd and ~ura Maa Cood, hi. wile, par'io$ ot tha fir5t pa'L hOl"eL~. Jul-D5-t007 OZ:ZQ/lll Frllll- e r-08_01I004 F-351 . ". .. . \~..';, ;.~ ~ "'::i Io:.~ . . -~. : .~'- :";': \} .' .. ".{:7~::;:":_ ~:~~ d" ':i~" .~ ~f. }, ~r'; f '. ~ ., r-'. I 8P lJ i 7 \'AGt24.i " , i I I I I I j j I I i ! I~f. .....u 004 ,;.,..... U. _" A~_" ~ "p~ ",.Iot ~."..,. illt1'" .. 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".,..,,1 H ,. bt. ,,81 ap,-,tfWfIKn, ... 14,. tai4,." i c I a/ tM tf,.~i ,.,.. ~h c i ~ ,tin .od oDl,... ....., ,-,<..,j,j,.,. 101O{'/or fir.. 1""....., tlla1r Mioo...., .,.;... .11 ..4 _,. .Un- ....... .. ,._ "'-......... J-rwJ, <IloiOl/oD - .. ol.;", 1M........ ""II ,... ......,. ...It .o.l..lIl, 1, .J,... 1'........ Ir'i11l1lAln' Ala) FOUl'1:R mlli'lUi/J In BUntS' ll~tUDf Io.rrtolllo .~t tha~ t "od J .,. ..lot,." .\ os of ~. r- )II" ~K~ .a;~~7J~~ ..~~-~III..~ ."$ (auL) (&Ut) " Signed. &CII\ed 1IIllI D.Ii~et'l!d Ilk thI.r-- uf -.., ~._J4...,-...- .. (UAL) (IUL) ('Eta) (,fJ,U.) (tGdL) (.~.a.) (lI!l.1L) \.B~.L) (HUL) (BUI.) - ---- -~ Jul-05-2007 02:ZDPII Fr_ e T-OSeo04lOo.c F-m .............. " ~i~. :-----...."'" :..,1; , /'r' . :~; J. ,u._...-.n.____ '1:" " I/JIJIl $)17 ws~t2 1C~"~~""lIf".. ,or I,.. aJ.>> of ~., I .UQIlllll Ilf IttP' f: l/.'l. Rtf} COmIOlln\"%AL'l'R OF I'E)lH~L\"ASl^ ~. J/ - L-- 68: eoVNlP7 OP-.&t'!!:f'.. ..,-~ 'O.IlU;W_~..- q,o( ., Mil)' . .. 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L ~ orI, ....i 401 (\, C9)DrOllW~LT~ OF p~.);:<\'L\'^l'l" ,', ,_~ COUY'.l''V. /If, .t'Df1ll'il Ip. Iii. 9fficc: J1rt }t"",....liug IIr ~...1.. ~,...tlfRJl'" ..~, ia kn.l rur .he l'ullf',I}' lit ~ InDcell)lun\:/)I.. \'n!. 17 )'ltIr8,;1~ , DlitlJPllB :&It B.nd ",Ill Seni ur om"", lhll .,.r# . dB}- ,.f ~. . A11110n..ptjftfl'~ C~~..;jd! ~ e e PA REV-1500 SCHEDULE B STOCKS and BONDS = - - = ;;;;;;;;;;;;; - - ;;;;;;;;;;;;; ~ - !!!!!!!!!!! ..- ..- == LSI ~"~TMe ~ij~ WALTER J TUMAS & JUNE E TUMAS TEN ENT 417E GREEN ST SHIREMANSTOWN PA 17011-6722 ..- - 1"11111,.111"'11,11",11,11,.1.1,1.,1.1..1,11,,11111.1,1,1,1 - - = = Exchange Check Statement Advice Transaction(s) Transaction Description Agere I Common Stock Agere Share Exchange 1.00 Summary Advice Payment Date I Transaction Description I Shares/Units I 02 Apr 2007 Cash in lieu 0.16 . 001 CD70002 e {omputershare 367589 Computershare Shareholder Services, Inc. P.O. Box 43014 Providence, RI 02940.3014 Within the US, Canada and Puerto Rico 866 243 7347 Outside the US, Canada and Puerto Rico 312 588 4147 www.computershare.com/lsi C3004041827 J N T IIIII~IIII.IIIIIIIIIIIII~ I~III CUSIP Number: Account Number: SSNfTlN Certified: Company Code: 502161102 C3004041827 Yes LSI Exchange Rate I LSI Common I Stock Credited Fractional Share 2.16 2.16 Price/Rate I . Gross I per share Amount ($) $10.44 1.67 Deduction I Amount ($) 0.00 Deduction I Type L S I 0l2802_PROD _1_21367589/735177 PlEASE CASHIOEPOSIT THIS CHECK PROMPTLY. .~'~;'l;~~,i~ittli,ni."~.~-':;:I~~.~"P;;;':;;;:';;~"=-'1:II;:~~""II:I::I~~~.:";'''''~;;:~;.~:':~'''~~~;;~III~I~;~1t~~~'~~I:I;I.~~.;"~.;~;~.I:I~I~~III~~'~~:.:.I~.~~~t.~~~..~'.'Jl:S;i;';'-:~:J:::I::I:';;;.~"I~~';:i~".:k'I'l'I:I"'1~~~:m.:~';N;;"':.;~I:.'&'I"I"':I"'~'1~~;::;~'~';'I~;~-'I~ll"1.:I:r:"'II:I::I. LS I ~:~~ Pay to WALTER J TUMAS & JUNE E TUMAS TEN ENT 417 E GREEN ST SHIREMANSTOWN PA 17011.6722 The sum of S....ONE DOLLAR AND SIXTY SEVEN CENTS .... Computershare Shareholder Services, Inc. P.O. Box 43078, Providence, RI 02940 Bank of America Atlanta, Dekalb County, Georgia VOIO AFTER 6 MONTHS Payable Date: 02 Apr 2007 Check Number: 0000380373 $....1.67.... + 0.16 Net Amount ($) 1.67 + OOPQWB 64-1278 611 GA II- 0 0 0 0 380 3 ? 311- I: 0 b ~ ~ ~ 2 ? 8 81: 0 Ie II' q . 2 II' 8 2 q... 0 II- ;:;;;; ~ ..... == - t9 at&t e {omputershare Computershare Trust Company, NA P.O. Box 43078 Providence Rhode Island 02940-3078 Within the US, Canada & Puerto Rico 800 351 7221 Outside the US, Canada & Puerto Rico 781 575 4729 www.computershare.comlatt ~ = []83523 - ~ ~ E - == """" - ..... ;:;;;; WALTER J TUMAS & JUNE E TUMAS TEN ENT 5605 OLD NATIONAL PIKE FREDERICK MD 21702 1..1,1".111",11111",1,1"11"11",11",,,1111,,,,1,1,1,"II Holder Aceount Number C 2007793891 JNT 111111~111111111 SSNmN Certllied Symbol Yes T OOICS0081JtPSDL.ATT.I01632_t2U081S1lIO&3SlSrIil A T& TIne. DirectSERVICE Investment Program Statement Dividend Information Record Date: 10 Apr 2007 Holder Account Number:C 2007793891 Payment Date Number of Shares I Reinvesting Dividends Dividend Rate I Gross Dividend I ($) ($) Tax Withheld I ($) Tax Type I Net Dlviden (~ 01 May 2007 Transaction History 4.353183 0.355000 1.55 From: 28 Dee 2006 To: 01 May 2007 Date Deduction Description I Amount ($) I Ami$~ I Oed ctio N t Pri P T cti To u n I e I ce er I ransa on I Reinvesunl Type Amount ($) Share ($) Shares Share Balan 28 Dee 2006 01 Feb 2007 01 May 2007 Summary of Holdings Balance Forward Oividend Reinvesbnenl Oividend ReirMlsbnent 1.53 1.55 0.08 0.08 Fees Fees 1.45 37.132081 1.47 38.936696 0.039050 0.037754 4.3141 4.3531 4.3909 Date: 01 May 2007 Class Description: DSPP - COMMON STOC Certificated Shares I Uncertlficated Shares I Direct Registration I Reinvestment OJJOOOOQ 0.00000o 4.390937 Total Shares I ~ "--- Closing Price I Per Share ($) 38.840000 Value I 170.f . 124UOR ATT of (}iJ2CS-l-UCl3E> ootJEO Optional Cash Purchase Please detach Ihis portion and maD to the address shown be/ow. If you wish to make an optional cash purchase at this time, please make your check payable to Computershare. No third party checks will be accepted. Please write your Holder Account Number and AT&T Inc. on your check. This form should ONLY be used for AT&T Inc. The enclosed contribution will ONLY be applied to the account referenced to the right Holder Name: WALTER J T'JMAS Holder Account Number C 2007793891 JNT Attached is a check for I liB mU111 nmll.I.IIII~ lUll The plan allows for a minimum amount of $50 wiIh a maximum amount of $120,000 per year. AT&T Inc. invests optional cash payments <Ner'f Monday. II tile Monday is a oon NYSE trading day 1he funds will be invested on the next business day. I,ll ,.11."".111 ,1"1,,,1.11.,11. "II, III 11,,11," .11..1.1,,1 Computershare P.O. Box 6006 Carol Stream,lL 60197-6006 [][][][][][][][][]ATT SPP1 C 2007793B91 P.O. Box 219151 Kansas City MO 64121-9151 1-800-728-3337 e e C9~~ Deutsche B_nk Group September 6, 2007 Gates, Halbruner & Hatch, P.C. Attn: Traci L. Sheridan 1013 Mumma Rd., Suite 100 Lemoyne, P A 17043 Fund: Account #: Registration: DWS GNMA Fund-S 00317403825 Walter J. Tumas June E. Huy Jt. Ten. Dear Ms. Sheridan: I am writing in response to your letter regarding the DWS Scudder account referenced above. Please extend our condolences to the family of Walter J. Tumas. Because January 21, 2007 was not a business date, I have provided the number of shares, share prices, and dollar values of the DWS GNMA Fund-S in this account as of January 19, 2007 and Ju1y 22, 2007. Fund Name (Class S) January 19,2007 January 22, 2007 Number of Shares 266.368 266.368 Share Price $14.69 $14.70 Dollar Value $3,912.95 $3,915.61 Because we are unable to guarantee returns, this fund does not pay interest. The dividends have historically paid monthly as this fund does not accrue dividends daily. This is not a credit or loan account. Please note that this Joint Account was established on February 28, 1994 and does not contain a beneficiary file. To transfer or redeem the shares in this account to Ms. Huy as the surviving tenant, a new account with a new number will need to be established under her Social Security number. To process this request, please provide us with a signature guaranteed Change of Account Ownership form. A signature guarantee is designed to protect an account from unauthorized activity and can be obtained at a bank or brokerage firm. Please note that a notary public is not an acceptable guarantor. Note: A signature guarantee is not required if transferring to Ms. Huy's name only. A signature guarantee would be required for all other circumstances. Please submit the above documentation in the postage paid envelope provided. For Ms. Huy's convenience, we will retain the certified death certificate that was forwarded to us. u...,L-VJ..J._-...&.J. '<.....tur"'_....... '-"J..J.........."'.J..J.J.b "''-'''-'.J.~ .J.turJ. .1.-''-''-''.&.............6 '-J.t' -...&. a....o__""'-I.-J.L-J ...... ..I....J~....IL.I._\. '-'.I.v..,.I....J.5.1. "'..1.,",,,,, - .L.J..l5"-'..l.1U..lL.l.> e .J. U6"".1 V.I.... e A -sel'lkt Elf MitbtWatch B~ . '111,,_0 .,. .... '. Quot.. j"".,1 ~ndUfl~ I Marie... rHi~i;;d~'Q-;;~~-'H IB'ASECHARr- i'iCVANCfO'CR.4f1T' j'fNrfRACTNf CHART . Hom.; .~, This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. fil Low: 14.47 14.26 14.49 14.2 Enter Symbol: IALU Enter Date: 11/19/07 Alcatel-Lucent Friday. January 19.2007 Closing Price: Open: High: Volume: 7,149,800 Go To Charting ... ~ No Splits 2-Month Daily Chart of Alcatel-Lucent Forex.com - Free Practice Account Try forex trading risk-free for 30 days. ReaL time charts, research. www.forex.com Hot Stock Alert (TMOI) TeLemedicus - MedicaL Communication Top TeLemedicine TechnoLogy www.Telemedicus.com Online Investing at TO AMERITRAOE Trade free for 30 days & get $100. No maintenance fees. Sign up now. www.TDAMERITRADE.com Trade Currencies With GFT Dow Jones news, anaLytics & charts. AvaiLable in our free software. www.GFTforex.com Free Small Cap Newsletter Jonathan Lebed Brilliant stock picker since age 12. Subscribe now, free newsLetter! www.lebed.biz Home I About I Job OODortunities I Contact Us I Feedback I ~ License and integrate news, custom financial tools and data from Dow Jones Client Solutions.. Copyright @ 2007 MarketWatch, Inc. All rights reserved. http://bigcharts.marketwatch.com/historical/default.asp?detect= 1 &symbol=ALU&c1ose _ date= 1 %2F19%2... 10/4/2007 e .......................&....--.. x-.........-..... ........................................b .... .....-........ ............. .&..J.............................&.b '-'.1-'..... ......--...............J o.J ..-...J.l1o..-""'_\. --...'-'u..........6.1. .1..L_"" .L.J...O'--'.I....L4.J.LtJ e ==':::;rQ) ;1 I BASIC CHART .,,,,. .. r' ~...."..- -"-. Horn. Quotes ,"ws . flndustrhlS LMirte...f Hlstolial Quotes "_..,.._._'.w.^,...,..__<,.."...,,,,..,,,~.,,,,,...,,>.~~..,...,..,,~~___.....__.,,~ ~ U5"" ~ V~ ~ ~------------------ , ADVANCf:DCiMt1T - ! fNTfRACrNf CHART This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. Enter Symbol: IALU Enter Date: 11/22/07 Alcatel-Lucent Monday. January 22.2007 Closing Price: 14.19 14.27 14.28 14.08 11,349,700 Go To Charting .11\1 ~ Open: High: Low: Volume: Hot Stock Alert (TMDI) Telemedicus - Medical Communication Top Telemedicine Technology www.Telemedicus.com Online Investing at TD AMERITRADE Trade free for 30 days & get $100. No maintenance fees. Sign up now. www.TDAMERITRADE.com Forex.com - Free Practice Account Try forex trading risk-free for 30 days. Real time charts, research. www.forex.com Hot Gold Stock GXPI Taps Colombia's Rich Potential Major Bull Market for Gold www.WallStreetStockReview.com Free Small Cap Newsletter Jonathan lebed Brilliant stock picker since age 12. Subscribe now. Free Newsletter! www.lebed.biz fil ....;.k.<&;tJ!...0l&;i';.k'.~ .r.,"'.. .."'.'.... ,@ ~+ .. _.,n, t. ';'!j^Cui:'. No Splits 2-Month Daily Chart of Alcatel-Lucent Home I About I Job Oooortunities I Contact Us I Feedback I ~ License and integrate news, custom financial tools and data from Dow Jones Client Solutions.. Copyright @ 2007 MarketWatch, Inc. All rights reserved. http://bigcharts.marketwatch.comlhistorical/default.asp?detect= 1 &symbol=ALU &close date= 1 %2F22%2... 10/412007 e e PA REV-1500 SCHEDULE E CASH, BANK DEPOSITS & MISCELLANEOUS PERSONAL PROPERTY e e Walter J. Tumas Date of Type of Account Date Account Death Interest Earned from Account Number Owners Opened Changes Balance 01/01/07 to 01/21/07 Checking 280628 Walter J. Tumas 01/01/92 None 4489.14 0.07 Money Market 9017492 Walter J. Tumas 01/23/06 None 15804.28 18.06 Certificate of Jean L Tumas Deposit 309001871 Walter J Tumas 01/23/06 None 10434.62 22.68 e tit MID PENN BANK Making things happen for you. July 18, 2007 Gates, Halbruner & Hatch, P.c. Attention: Traci L Sheridan 1013 MummaRd Suite 100 Lemoyne, PA 17043 Dear Ms Sheridan, Please find account information for Walter J. Tumas, as you had requested. There were no loan or credit accounts for Mr. Tumas. Should you have any questions regarding this information, please contact me at 717-761-2480. A .i Since~ely, ;'(/ ,II .)/ //; //' /It; tf ~.'./JI {?:~/A~_' / J ana J Mtauire ./ Branch Manager Carlisle Pike Office Member FDIC Corporate Headquarters: 349 Union Street, Millersburg, PA 17061 · (717) 692-2133 · wwwmidpennbank.com e BILL OF SALE 2003 Chevrolet VIN 1GNDX03E23D325290 Including Bruno lift and power chair Sold by the Estate of Walther John Tumas former resident of 417 E. Green Street . Camp Hill, PA 17011 To: RSL Auto Sales 4 Council Drive - Woodsboro,~ 21798 For $9000.00 e r Ic3~lo7- Date ~~7 Date IlILL OF SAL~ - - e 2003 Chevrolet '.TIN \ GNDl{03E23D3~5291) 11\c\uQing Bruno lift and power chait sold b)' the Estate ofV>la\ther John 1'ulllllS former residen.t of 417 E. Green. Street camp Bill, yA 17011 1'0: RSL Auto Sales 4 council Dri"e V>loodSboro,~ 2\793 for $9000.00 Date ---- e e Estate of Walter J. Tumas Page 2 of3 August 3 I, 2007 LTC Premium Returu Account Number 910030553879004 Total Value $0.00 A premium refund of$896.52 was made payable to the Estate of Walter Tumas, 417 East Green Street, Shiremanstown, PA 1701 I on 4/18/07. The check #12361284 has been paid. The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product. Actual values used in preparation of tax returns or for planning purposes should be verified by legal and accounting advisors. Beneficiary Information Account Number: 010122276354002 "'- Designation: PRIMARY BENEFICIARY JUNE C BUY SECONDARY BENEFICIARY KAREN SASSAJIMA DAUGHTER 100.00% GRANDDAUGHTER 100.00% Account Number: 011514213617002", Designation: PRIMARY BENEFICIARY JUNE C BUY SECONDARY BENEFICIARY KAREN SASSAJIMA DAUGHTER 100.00% GRANDDAUGHTER 100.00% Account Number: Designation: No record on file. 910030553879004,\ Account Number: 93 I 030493 I 9 7 004 '-.... Designation: PRIMARY BENEFICIARY JUNE C BUY SECONDARY BENEFICIARY KAREN SASSAJIMA DAUGHTER 100.00% GRANDDAUGHTER 100.00% METLIFE e Total Control Account 485-E US highway 14th Fl POBox 4121 Iselin, NJ 08830-4121 1-800-638-7283 e 1 0/2/2007 GA TES, HALBRUNER & HATCH LA W OFFICE 1013 MUMMA ROAD STE#IOO LEMOYNE, PA 17043 Re: WALTER TUMAS TOTAL CONTROL ACCOUNT 4051931214 I am responding to your request for the date of death balance regarding the above account. The balance in the above account was $11,203.49 on 1/21/07 which includes interest earned of $26.04. If you have any further questions, you may call our Customer Service Representatives Monday through Friday 8:00 a.m. to 6:00 p.m. Eastern Time. Sincerely, Mariann Benenati Claims Dept. Metropolitan Life Insurance Company provides administrative services for Total Control Accounts issued by its affiliates. e e PA REV-1500 SCHEDULE F JOINTL Y OWNED PROPERTY e e o PNCBAN< The Thinking Behind The Money August 7, 2006 Gates, Halbumer & Hatch Attorneys at Law 1013 Mumma Rd Lemoyne, P A 17043 RE: Walter J Tumas (Deceased) SSN: 159-18-1408 [X)1):OI-21-2007 Dear Sir or Madam: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account Account # 31800227648 Established 05-21-2002 WALTER J TUMAS JUNE C HUY DOl) balance: $25,124.01 + 0.00 accrued .interest Checking Account Account # 5004304215 Established 01-06-2004 WALTER J TUMAS JUNE C HUY DOl) balance: $7,102.29 + 1.32 accrued interest Savings Account Account # 5004302471 Established 01-06-2004 WALTER J WMAS JUNE C HUY DOD balance: $41,799.43 + 96.63 accrued interest Page 1 of2 e e PA REV-1500 SCHEDULE G INTER-VIVOS TRANSFERS and MISCELLANEOUS NON-PROBATE PROPERTY e -- o PNCBAl\K The Thinking Behind The Money August 7, 2006 Gates. Halbumer & Hatch Attorneys at Law 1013 Mumma Rd Lemoyne, P A 17043 RE: Walter J Tumas (Deceased) SSN: 159-18~1408 DOD: 01-21-2007 Dear Sir or Madam: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certifieate of Deposit Account Account # 31800227648 Established 05-21-2002 WALTERJ TIJMAS JUNE C HUY DOD balance: $25,124.01 + 0.00 accroedinterest Checking Account Account # 5004304215 Established 01-06-2004 WALTER J TUMAS JUNE C HUY DOD balance: $7,102.29 + 1.32 accrued interest Savings Account Account # 5004302471 Established 01-06-2004 WALTER J TUMAS JUNE C H.UY DOD balance: $41,799.43 + 96.63 accrued interest Page 1 of2 The Personal Advisors of 4 Ameriprise ~ Financial e August 31, 2007 Gates, Halbruner& Hatch, P.C. 1013 Mumma Road Suite 100 Lemoyne, PA 17043 Attn: Traci L. Sheridan, Paralegal Re: Estate of Walter J. Tumas A financial advisory practice of Ameriprise Financial Services, Inc. Westwood Center 4661 Trindle Road Camp Hill. PA 17011 Tel: 717.761.4208 Fax: 717.761.6282 Toll Free: 800.962.8694 An Amerlprlse Platinum Financial Services'" practice Tom Benkovlch, CFP., ChFC., CFS Senior Financial Advisor thomas.f .benkovich@ampf.com Jack Benkovlch, cwe. CFS Senior Financial Advisor john.a .benkovich@ampf.com Kevin Pressmann, ChFC. Associate Financial Advisor william.k.pressman@ampf.com Christine Slusark Paraplanner christine.m .slusark@ampf.com Thank you for your recent inquiry regarding the accounts of Walter J. Tumas. These are the values of the accounts as of 01121/2007. Account Information Mutual Funds Account Number 010122276354002 011514213617002 Ownership Individual- TOD Individual - TOD Opened Date 03/10/2006 02119/1991 Annuities - Post 1985 Account Number 93103049319 7 004 Ownership IRA - beneficiary designated Opened Date 07/01/1992 LTC Premium Return Account Number Ownership lndividuai Opened Date i.J~1 i 5/19lJ2 9IC~20::5}37 9 OO~ Mutual Funds Account Number 010122276354002 0115142136] 7002 Total Value $32643.90 $12943.19 # of shares 4636.917 2,930.500 Asset Value Per Share 7.040 4.400 Annuities - Post 1985 Account Number 93103049319 7 004 Total Value $11369.23 An Ameriprise Financial franchise. Ameriprise Financial Services, Inc. offers financial advisory services. investments. insurance and annuity products. RiverSourcelt products are offered by affiliates of Ameriprise Financial Services, Inc., Member NASD and SIPC. e e Estate of Walter J. Tumas Page 2 of3 August 31, 2007 LTC Premium Return Account Number 910030553879004 Total Value $0.00 A premium refund of$896.52 was made payable to the Estate of Walter Tumas, 417 East Green Street, Shiremanstown, P A 170 lIon 4/1 8/07. The check # 12361284 has been paid. The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product. Actual values used in preparation of tax returns or for planning purposes should be verified by legal and accounting advisors. Beneficiary Information Account Number: 010122276354002 Designation: PRIMARY BENEFICIARY JUNE C HlN SECONDARY BENEFICIARY KAREN SASSAJIMA DAUGHTER 100.00% GRANDDAUGHTER 100.00% Account Number: 01151421361 7002 Designation: PRIMARY BENEFICIARY JUNE C HlN SECONDARY BENEFICIARY KAREN SASSAJIMA DAUGHTER 100.00% GRANDDAUGHTER 100.00% Account Number: Designation: No record on file. 910030553879004 Account Number: 931030493197004 Designation: PRIMARY BENEFICIARY JUNE C HUY SECONDARY BENEFICIARY KAREN SASSAJIMA DAUGHTER 100.00% GRANDDAUGHTER 100.00% e e PA REV-1500 SCHEDULE H FUNERAL EXPENSES and ADMINISTRATIVE COSTS e e AVER MEMORIAL HOME AND CREMATION SERVICES, INC. 4100 Jonestown Road · Harrisburg, PA 17109 · 1-800-720-8221 · Fax 717-541-9943 . Shawn E. Carper, Supervisor 1-22-2007 Mrs. June Huy 5605 Old Natlonal Pike Frederick, MD 21702 Walter J. Tumas - Deceased SPECIAL CHARGES X Direct Cremation Forwarding Remains Receiving Remains Immediate Burial Nationwide Guarantee Pro$ram Worldwide Travel Protectlon TOTAL SPECIAL CHARGES PROFESSIONAL SERVICES Services of Funeral Director & Staff Embalming Other Preparation of the Body Facilities & Staff for Viewing ($200/hour) Facilities & Staff for Funeral Service Facilities & Staff for Memorial Service Staff & Equipment for Viewing ($200/hour) Arrange/Deliver Remains To A National Cemeter Staff & Equipment for Memorial Service Private Family Viewing/Witnessing Cremation Special 48 Hour/Weekend Cremation Service Packaging And Forwarding Cremated Remains Personal Delivery of Cremated Remains Scattering of Cremated Remains Medical Documents/Courier Fee TOTAL PROFESSIONAL SERVICES AUTOMOTIVE EQUIPMENT Removal Vehicle Casket Coach Flower Car Lead Car/Clergy Car Service Vehicle Family Car TOTAL AUTOMOTIVE EQUIPMENT 270109 JT-5 $895.00 $895.00 $0.00 $0.00 e MERCHANDISE Register Book Memorial Folders Thank You Cards # Remembrance Package Casket X Cardboard Container Cremation Container Urn Burial Vault Veterans Flag Case Grave/Memorial Marker Other Other TOTAL MERCHANDISE CASH ADVANCED ITEMS Grave Openin;:r Cemetery Equlpment Vault Service Charge Newspapers X Patriot News Clergy Church/Organist/Soloist Flowers X Crematory Charge X County Coroner Cremation Approval Fee X Certified Copjes X -.. _.._eke J;;~ TOTAL CASH ADVANCED ITEMS SUMMARY OF CHARGES Special Charges Professional Services Automotive Equipment Merchandise Cash Advanced Items SUB TOTAL DISCOUNT TOTAL AMOUNT PAID $895.00 $0.00 $0.00 $0.00 $731.18 $1,626.18 -$845.00 $781.18 -$470.00 $311.18 2-12-2007 BALANCE DUE e $0.00 $166.18 $400.00 $25.00 $120.00 010 ~ 9 9 'I $731.18 THIS STATEMENT MAY NOT REFLECT ALL NEWSPAPER CHARGES ~" e 1~- *~ ~~ Room No. Arrival Departure 9033 01-28-07 01-29-07 ,-- ! Date 01-29-07 ; 01-29-07 : Banquet Lunch - Food : MasterCard , Guest Signature: ______~!!;_<:~~p!~ol1 NR Number Group Code Folio/Invoice No. Reference # Page No. Cashier No. User ID www.ichotelsgroup.com e 31232 / 1 of 1 111 LDELL I I I I I i Charges i Credits I ._n~____u_I____-L_______~ 781.81 I 781.811 XXXXXXXXXXXX5190 Total Balance 781.81 781.81 0.00 I have received the goods and I or services in the amount shown heron. I agree that my liability for this bill is not waived and agree to be held personally liable in the event that the indicated person, company, or association fails to pay for any part or the full amount of these charges. If a credit card charge, I further agree to perform the obligations set forth in the cardholder's agreement with the issuer. Holiday Inn Harrisburg/Hershey 604 Station Road Grantville. PA 17028 Telephone: (717) 469-0661 Fax: (717) 469-7755 www.stayholiday.com e e *OS300020l.* 0../1],/20D7 ....35'1327.... . . ~ ... - _ _ _ _ "...i C. lUMAS-Hlrt : - _ ~- 813-.-- - --. -- .i.s~~~PIIC~-' ". - - - _ :-'" - -IQ' : . - I ~~ - .:- _ -~El!CK,Mt!.~~~1 " _:_ . _ : '~~'. r~ !-~ I=~~~~~\~l\-~; - I$U~.:./~-a.1 ! .-iIJh'.eh€ll/dreAJfFj!hf.;}tx do'l~ IXXi.AIS -~ == 1 -m Bank I IW~~.::._ ..... CI CI lU Th I s I s * llOGAl copy of..... CI your check You can use i I C CI Ille sama way you would ~..J! usa Ille or 'glnal clleck ~ ~ CI IY1 C ru '" .... ..J! ru IY1 CI Ca- Ul C .... IY1 IY1 ..J! .... IY1 CI ... .MI>'O . .:0 5 moo ~ 1 :II: . I~L~~-_ 5~0~~~~. . ~ 1.1:05 moo 11 31: 5201:. 31.0."'0013 ..'00000:3 51:.00." v a ... .. ... r.. ..... aa .... Or j i:262268-75 :^ -" .-" ~7 N ~~'U~J(~~ NMO~SVWO -"60i1o~oZ,zo~b-O'-vO rD a.... aN D "" PIlII8SEIHIIl MLT MIJ18e1 1..1 !S!iJ li~1 ~ ~.Jl I .. "il ~:'i~ Sf Sit o . a a 0 a In .. .. ... ... ... IV ... 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Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: GATES HALBRUNERHATa-I 1013 MUMMA ROAD SUITE 100 InvoiceNo: Invoice Date: Estate of: Estate No: 1500 7/11/2007 WALlER T TUMAS 21-07-0334 CJ LEMOYNE, PA 17043- Qty 5 Fee Description Short Certificates Fee Total 4.00 $20.00 Total: $20.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with yuur payment. Thank you. e e- U;;:-8? 1~?i;Y7- ~,-,.- ~ JUNE C HUY tS60S OLD NATIONAL PIKE t FREDERICK 0503- "-l 'MIDDLETOWN V ALLEY BANK MEMBER FEDERAL DEPOSIT INSURANCE CORPORA nON MIIJDLETOWN. MARYLAND MEM~r1dh YtJ 1 g I I ~e~~ ! 0000 j 5 jB'l bl~ 050 j . ...---_J 1:05 500 ~ 258t: ~ r---, . ~~V~_~~~ft~ e ~ -- -. e .. .. -..... - Page 1 of 1 J. c. 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Posting Date 2007 Mar 13 Research Seq # 5160836266 Account # 52863481 Check/Store # 689 DB/CR DB Dollar Amount $83.20 Bank # 096 Branch # 06208 Deposit Acct # 6080 http://pc-ncrweb I. firstmd.com/inquiry/servlet/inquiry 7/11/2007 e e J. C. TUMAS.HUY PH. 301-371-7147 5605 OLD NATIONAl.. PIKE FREDERICK. MD 21702 06-9. Ih.. k.b. 2:1.. ZL"'01 ') II $ 2~ /oe ))"11 \It.. ~ .& -0......... "'....... I 687 I 7.1I~ 1M p\\ 'U ,,,,-- \),"".\ -"}L:: HHll'K'" , IC.i'UI ~ ! bel~~\><"~ e\~~o")lE-<l! n allfirst Allfiftr Rank . I U &lrirnore.MD~1201 -. -n I ! , t....~ 3~-I9/2.lJ'7 (;::!d-L<..--nuta/-a~ : ':05 2000 ~ 131: 00528 b :I ~B l" Ob8? ...000000 i-'a ~". . I '-~;.'lf _ .....- ..... ..,. r!~': !".~!.~.. ":.: ". ~-~-f~:r:fh~~...i . ,: :~a .-r..~V: = "......-:.. ;- -_. .'.' "d" Of, :.....;i-r ~! t.:.....~ ~ ~ l' "::> - ,": ~ f !!i~!ii! . -;. . -. 1J '.. 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Posting Date 2007 Feb 27 Research Seq # 5158172575 Account # 52863481 Check/Store # 683 DB/CR DB Dollar Amount $26.81 Bank # 096 Branch # 06208 Deposit Acct # 6080 http://pc-ncrweb 1. firstmd.comlinquiry/servletlinquiry ~ -0- . ~. . -- 7/11/2007 ~ -}~ ''>\ J ,~ ~ e J. C. TUMA$-HUY PH. 301-371-7747 5605 OLD NATIONAL PIKE FREDERICK. MD 21702-3661 t & .. /1 ~ . ' i PAyroTll(' ~)~>~~;-&';;~~;) J! QRDEROF - (,/ .- .' ~ " ! ' ~.<':''---~/i ~ -qp /71'/ .p7,-q 13 ~~0 / ; Bank // i ..........."...1IUIlI~ .......- . / ;;r-13'l'i f-~ r ~~ 657'70~-78CCJ/ . -:0 5 2000 ~ I. ~-: e 7-11 '52Q6208 835 ,c\ '4- DA"ffi-=-if:.t:( Z Z) ~~o;t / F",_,"N. -61.'&.""'--- ~/ 1$LL8",~,ZeQ^" DOLLARS .l?I -- - --- ,/)/ ~/ ."" . .----' . , ../ , 7 /.' . /'/ L?:2~'-- -~ ' / / 5 28 b ra ~ III 0 8 ~ 5 ~OOiLOL65i ~96i~00000096i~OOOOOOh ~ 1111I1'111111I111I11I"1111I11"11"1'1"11I11I11I11111I1'1"1 ~Ll 1-[0181 Vd N1\\OlN::IT1V INN3D-:Jdll B:llUS Hl6 HUlON L Sffill'IUfl :JnIl:J3'I3 'Idd [(71! 1'11~ T 1l.1~ n i ! i II r I . 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MD 217~.3661 ----=-Z--1'.?~ 7.,. /. ~ T .J~~--~t/,/J I... --S~ :/!~;;'~7:?G/J~~. I $~~ ;:-;~ ~~ OOLLA"S ,<,} a-::- I ~ I ~ I I I . I ""UI..;.l' ~~, . 7CYi- / I e. ::~ S}~~.~ ~ 3':.~__...2.!_~~.~..~_:':_~_~OO L__ ________________ _ _ ___ _ _ _ r-. - --. -;:::, , . JIU~;.' i f if Ii i .. 1) t ~t3!1!? !~? ! ~ 1'~ " . C"4inni;1?!:.'l -.J ~JJ 1. """15-UL ~;!! ~ .4{'lt-\1~~~ .... .a...- V' ...:~.,:.:. -~ ...- II) C Z 1"11 . . . Posting Date 2007 lun 08 Research Seq # 5419914262 Account # 52863481 Check/Store # 827 DBleR DB Dollar Amount $36.55 Bank # 096 Branch # 06208 Deposit Acct # 0 http://pc-ncrweb 1.firstmd.com/inquiry/servlet/inquiry .1 "5"" .1 V~ J .. . III Z o o >> . .. .:J: III :11 III 7/10/2007 e e - '. - -. ~-... " - -- -- ~ 819 S3l L,/J . ""1'/' ) '1 rr1 ...-"-& . J$~--- f . ;,}~) Lc;;p _ . J. C. TUMAS-HUY PH. 301-371-n47 5605 OlD NATIONAL PIKE . FREDERJCK. 1040 21702.3561 I ~ g () i PAVronfE "":J , ~ \,.. OROEROf . 'f r /. . /~r~(b - 0-- f! 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'" z o o :II \I) m % "' :II "' 7/1012007 e e --- ~ J. C. TUMAS-HUY PH 301.371.n41 5605 OlD NATIONAL PIKE FREDERICK. 11.10 21702-3661 ~ 520 809 DAn: Apr:/ Z Z~7 ) . ~.- B4 . t S5'"8 ;00. : J : ~(~ pp L ~tecft{e i -WhI~~ e,~6~ ~1Lr ~ - DOLLARS fa e= ~ m~Bank : _,=;"'~-:7gC'o/ '~)d2'4~'7" ~~:_20o'o~.~ ~I: ._:I~'''~~~~:.~~~ ~~""'_. .".,..-.- _. - -....... - ..---- . . ..... i J III~ ~A? 8361~ ~ . .r PHI . ;. . :~ . ~ .Jlll..; ..' -:';. ;....... i i .. r=' . . .. '. . ': I J i W . . . ... 0 1.t3tc.d:. ~.I';... ~ . 1: 3&EI'M-~~.. 7< : . t 1 . I m \ · I .. . --.: ':O"~'\:A-/O-~-~i,. : ~ -l -- ..........-...5---- -r~i4-iSf 0 .:: .7.:~ . ....'ifi--t: - c.. t......:I L-"---. _ - ... '. .- -. . ". -'" -- - ..)?: - .... i-- . - . ~ - .- ..- .....~ - . '1,#' UU';'1.u.h.P",,-S .lei!:-:'l:-.: --.- If I . - · iI --. . I d . . ., : - f; j. _=-=-_~J I1i Posting Date 2007 Apr 06 Research Seq # 5165953354 Account # 52863481 Check/Store # 809 DB/eR DB Dollar Amount $58.84 Bank # 096 Branch # 06208 Deposit Acct # 0 http://pc-ncrweb1.firstmd.comlinquiry/servletlinquiry ..I. ......0-...1. V.L.L . I III :Ie lit :D III 7/11/2007 .& -0- .& v..... ... e e J. C. TUMAS.HUY PH. 301-371.7747 5605 OLD NATIONAL PIKE FRB>ERICK. MD 21702 06-94 688 I r.:.;:~~::.~PPL kltSC\-r~~ UlitrH'e0Qrp, - ___1 $ 71 f _~~~1'\~,,,\ d\ -~\bt~~-. ____Dtlll_\R.. tn ~ I . n allftrst Allfitst Bank ~ BaltimQre.MD21201~~ ~ FIIR 8S'lJC~ 7.7"01 -- - ~L,t; ~12-J-- ., ':05 2000 ~ ~ 31: 005 2Bb ~...~ ~II. obBB ,,1000000 _1 5.,1 I . J , ? ""_ 7-111520 Dm:Y~~v1- 194 ~ /00 :: r' - '0 ,- _ --- ) .fl")' ,;\.,,--..,("..1 T \: "".4~; - , X' ~ . x ~ - - ~'...It' ~- _'r- ''_It S. .._(~~,:(:.. 1 !'~ . I g CEf$ --'i?~ :!z r:l) ... r:- El ~::c ~ _', - 0 ~ ;Y .i I i it i! f:!i - ,. , . - - ~ (-. : ~; fl,; I. ~l - ~ 5 '3 ~_ . '!, _. .-, . ... 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Jia:5? $O?~ p" ". 111. f"1n I uRllt Nut ,..- r I- ~~~~e IIllrst Allfirst Bank '7) Baltimore.MD21201 r / ~~?~V-77~1 Z I:052000~131: 0052Bb3 Ob?q 1)1111 \K" 679 7-ItJli:lll 194 ~ -- , _...a_ -_. -- ~~ -". ,- ,.. ~ ..... -. .... .. ....:_- . .. ... ,,-.. . --;".. ---. r" ........ '"Ok " A -- - --- w -) ... .-") , ;'~ --;- ...-t I '.0 Cli~'-~B'- . ','0 '" ~... Ii"" i'" ~ r , '. I '" -0 l51ii 113 ". ~' .'.' 'J ... 'j'i: .. i-o!!!. !! :a ~ -..' ';:'. --.; <' I 1I. K96 o~ - . .~ .m _ . z: 2.!l! x;:; a i - ... ,. . .i.... . - . ,''''' . llil!~. ~~4> ~ ~ :;~ ~1fl~v __:..i!:~fPl ELECTRIC"UJIlTT~_~ _...._...- tJ:j~ro J - . Ell... .DI-fl1f.. .859rf8~ ,1~1.7.~~-: -c;-7~ 01 C'" ,.,." '_u-, L' ~.:-_r_r_r-.~~_,..~_ -"" - ~. .. I.' ':: -, ~ .::.;:~:..::.': ~=- .-=l.~-.: -"; c; ." _..~-. .z-:--~~=-:.. ...v,...._.al~~.~~::~ __... , ~ :. -- - ::.- =-. - :: .: -.-- - - - - - -. '\ - - ~ 'r- - "-"_Z~a,.&. )V' ,-._ .;. - ........'= ~,,.,.,"lo~.-Cl'o - - :...~ - ,':' - . . 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Pennsylvania American Water PO Box 371412 Pittsburgh, Pa. 15250-7412 1...11.1.1...1.1.1.1.11...1. 111.1..1...11..1.1..11.1 J. C. TUMAS.HUY PH. 301-371-7747 5605 OLD NATIONAL PIKE FREDERICK, MD 21702-3661 7~11 52Q6208 836 :2' '7 r -~-"""".~ '-#-c $! //// /00 <_..".~~~.7., ._"-'-._"."_-'-'" 'AYID )RDER Go ~M~hee:.<ce .----- ..?) ____lIIIIOIIot ';2, ' MEMO 2 L/A Of,S 9 -29'0-- L ':05 2000 ~ I. :II:' A _- DOLLARS W:='__ ~._.~ // ~ ~/ e e 00024063924520000000000002653018 '~,"' PeYl.Y1.4ylvan.i.a. Amelt.i.ean Wa..te/l. PO BOX 578 ALTON, IL 62002-0578 ACCOUNT NWABER 24-0639245-2 AMOUNT DUE $26.5~ " For Service To: 417 E Green St DUE DATE Aug 02, 2007 AMOUNT PAID 1fp .5?;; 0379491 MB 0.360 1949137949/001949 165 1 PCCHFK 1..1.1".111111111"1111.1..11"11,"11,""1111""1.1.1,"11 W J TUMAS 5605 OLD NATIONAL PIKE FREDERICK, MD 21702-3661 Please return tillS pOI !ion 'Nltll check T Payaole to the address oelow T Pennsylvania American Water PO Box 371412 Pittsburgh, Pa. 15250-7412 1...11.1.11111.1.1.1.1111.11111.1..111.11111.11111.1 D Please check here to add H20-Help to Others contribution to your monthly bill or to change your address or telephone number. and print information on reverse side. ~520-11 834 J. C. TUMAS-HUY ~uo PH. 301-371-n47 5605 OLD NATIONAL PIKE ~#ff fa ~./'\-1" rJ FREDERICK MD 21702-3661 DATE ( J u..-v-r- t . 1.-____7/ / ~., ~\ -rJ / s:3 : ~~~~_~';"/~~~~;!'j,2(~~L/ ,1-~0 I $-Zio J~oo ! --1(np~-fL,df#!Tfi.-ut?,rt DOLLARS ti\ ='= im~ . ~""",...()IIim MEMO L~I./-:iJ~$9Z45-2 ~';:b~:_' !:o 'S_~DOO 1111:_~d __..~. ~ 28 ~ 1.8 111.08 ~I.' ,,__ - · J "..-'" Z 3 rl DATE /~ ,. }200.,.. /"," ~ " .- _ $..z,. $ _~Y-.~~; - 'b2~,07 OO{185 154 2406392452 ~~~ ~ 5 2 3~B J.ulOB 2~ 100 00 3B 52.'. e ~--- .".,.,--... J. c. TUMAS-HUY PH.301.371.n47 5605 OLD NATlONAL. PIKE FREDERICK. MD 21102-3661 ~ 520 I t i PAYTO ORDER i 1 , ~ 11_____ . ___<*a MFl/lOZ,'I-IYC:-B92L15 - Z -:05 2000 ~ 13.1: ..~ -~.. s ~. ---- ..- 'f~ , s - , .. -1 H e - -- .- .... -~...... ~ 829 . DOLLARS ~ e-= .,. : . ... c - -- .=- ~\.... -.,,: .:;') :':=4 . . '";,... ~~Ji~l;f~ - /;4 t!6c~ l 94 38l ~b a4~tttf. fdi::b 1 : ~ ~~~~~~~1 ~~me=t1.1.l1I W:t"'qif r.RFTnT m p~<rF" ~.,~:f~1.t:)..x,....~rJ - ,"F='!t'.1 t:.....L. 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CO 007984 HUYJUNE C 5605 OLD NATIONAL PIKE FREDERICK, MD 21702 ACN ASSESSMENT AMOUNT CONTROL NUMBER .------- fold ---------- ---~~--- 101 I $10,000.00 ESTATE INFORMATION: SSN: 159-18-1408 I FILE NUMBER: 2107-0334 I DECEDENT NAME: TUMAS W ALTER J I DATE OF PAYMENT: 04/09/2007 I POSTMARK DATE: 04/09/2007 I COUNTY: CUMBERLAND I DA TE OF DEATH: 01/29/2007 I I TOT AL AMOUNT PAID: $10,000.00 REMARKS: CHECK# 501 INITIALS: CJ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER (JNE C HUY .. f ") C' _. ,0501 605 OLD NATIONAL PIKE .DATE~f{)YI I) L.-DCI 65.1251550 REDERICK MD 21702 . i\ Y TO THE\' .,..) c" h.,' \ r-" ,. \\ " \ _ ~ -L.. RDEROF ~"i,t~!.::Jk'~:-J ~ r ~'I ..J) :'~..~~_~~~ .tt'lf -t-\-"):',:,tC::,X:nyy .C5I (". \ \ ,i r--:-::. I MIDDLETOWN VALLEY BANK MEMBER fEDERAL DEPOSiT INSURAN:E CO~PORATION MIDDLETOWN, MAR) L""'1D [E!v[O ~ !t.t .14/r-. 2Sr"...i2. I: 0 5 500 ~ 2 58 I: 00 0 0 :1 5 :18 q b II- ~'" / L(~.(~ ,/ o 50 ~ '6 1$ In. 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Crawford (OR) Kirby's Hauling & Lawn Maintenance e SERVICE INVOICE INVOICE NUMBER 1200 ORDER NUMBER TAX NUMBER JOB DESCRIPTION Hauling DATE May 23,2007 HOURS 1ft I I I RATE . AMOUNT ~ 700.00 $700.00 TOT AL DUE e *053000201.. OS/23/2007 ....35505255 f'- C C N Thll II I LEGAl.. copy 01 ..... C )'our check. You cln use i I ~ ~ I he same WI)' you wou I d use Ihe original check. ~~ C.Jl lTl a- ... lTl CC ..II C lTlO .....0 00 NO .... lT1 o .., e , ., J. C. TUMAS-HUY ~ B 2 4 PH. 301-371-7747 1-; / fll~~~02~I. .' fI"1E---7'o/J~/1.~ . t n l----c.c:>- I ~~~ ~i('A:lberrtJr I $~~.ao_~ol · "mlq'" nW'ldf'Po.b ajt':(e~ C.pl'l~ DOLLARS'{a - i. - J ' =.=.- Casb f')rel9!l C!!!C}' . ~1~he5 on I j~')1.!1lTADI POliO 1AEJolO-fb~.:I~ ~~ '1:0 S woo 11. 31: . 5 ~a r. --~ &_' 101:05 WOO. .31: 5 i!8!; 3108.11'08 i!t.. ~__~.'__ :..;:u - . - ~ \ .,.,,: ;",,': w'. ., ~. ,..{ ~ oJ .. HTL_~27150 I ii ~ :.~ .r ;:~ gg}~~obj 9' . :.: ' g~ " ~ ~.. CIa ~ = .: .'_ I' CI^ t .' i :' ~- ;- III I , '. ~ :692$7,7 1 84 ..' 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MD 21702-3661 ~ 839 DAL/?7oL2, 7a:>~ ;.........__...~ $~7/ /00 _ .,...'" ,f..I;;!.,. ,...........' ...._r.-_, .__ .,._ ~ ! 1;; i i . ~AtJt '-Zd/:"72/~-oo ? lA'fiJ'd l1R-<: ' 1:05 2000 ~.~ :31: 5 DOLLARS fa ='::" ... WALTER J TUMAS ESTATE OF WALTE J TUMAS Make Chid Payable To: UBERTY MUTUAL GROUP Please send all payments in the envelope provided. Payments are no longer accepted in local Liberty Mutual offices. . For address and/or name changes, please call us at (800) 722-5164. Current Due: Pay either Policy Balance: $76.46 amount $438.73 Sales Office: 0357 Policy Number: Due Date: A02-281-72IS89-00 7 08/27/2007 AMOUNT ENCLOSED $ 1 c;, .~ 0 Check here to have future payments deducted from your checking account. Please note, this payment is currently due. We will use the bank information on your enclosed check for future withdrawals. Unless you elect a different day, your withdrawals will occur on the 7th day each month. 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"0 .P II) -:5 E E e. -d = '" -a '" ~ II) '" 0$ l$ ~ ....... - - ~ e e CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, P A 17013 July 20, 2007 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Craig A. Hatch, Esquire Walter J. Tumas, Jr., Estate RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: July 6, July 13, and July 20, 2007 Advertising Cost 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 75.00 Total Amount Due $ 0.00 Becky H. Morgenthal, Executive Director e e PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929),P. L.1784 COMMONWEALTH OF PENNSYL VANIA ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: July 6, July 13, and July 20, 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Tumas, Walter J., dee'd. Late of the Township of East Pennsboro. Administratrix: June C. Huy, 5605 Old National Pike, Frederick MD 21702. ' Attorneys: Craig A. Hateh Es- quire, Gates, Halbruner & H~tch P.C., 1013 Mumma Road, Suit~ 100, Lemoyne, PA 17043. SWORN TO AND SUBSCRIBED before me this 20 day of Julv. 2007 ~A-LJ dy~ Notary NOTARIAl SEAl DEBORAH A COllINS Notary PublIC CARLISI..E BORe. CUMBERlAND COUNlV My CommiSSIon expires Apr 28, 2010 (tbc patriot-N&Js Now you know Order Conl-mation Payer Payer Account Number 41052 Sales Rep. Order Taker '-.~> //..=.\ " r \ I \ \'-~J /~ 0001712150 '--...-- ~ ) ~~ rholton Customer GATES, HALBRUNER & HATCH, P.C. Orderer Account Number 41052 Ad Order Number rholton Fax Order Source Special Pricinq None GATES, HALBRUNER & HATCH, P.C. ATTN: TRACI L. SEPKOVIC,1013 MUMMA ROAD,SUITE 100 Lemoyne PA 17043 USA PO Number ESTATE OF TUMAS TRACI Ordered By Customer Fax Customer EMail Customer Phone 717-731-9600 II For Any Questions, Please Call 717-255-8459 II Payer Phone 717-731-9600 Tear Sheets o Proofs o Affidavits 1 Blind Box Promo Type Invoice Text Materials $279.90 Total Ad Cost Payment Amount $0.00 ~ Payment Method Amount Due Ad Number Ad Type 0001712150-0' Legal Liners Ad Size : 1.0X20 Li Color <NONE> Production Method Production Notes Ad Booker Product Information Classification # Inserts Run Dates PNCO: :Full Run 806-Estate Notices 3 7/6/2007,7/13/2007,7/20/2007 Run Schedule Invoice Text ESTATE NOTICE LETTER OF ADMINISTRATION for the Estate of WALTER J, IZrm/J 5 7/20/20078:03:22AM e e THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot- News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever sIDce; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared in the 6th, 13th and 20th day(s) of July 2007. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COpy Sworn to and s GATES, HALBRUNER & HATCH, P.C. ATTN: TRACI L. SEPKOVIC 1013 MUMMA ROAD, SUITE 100 LEMOYNE, P A. 17043 I .:0 ] . ! !$I \ !$I ~.* !$I f....1 J ..t:- ?ij J~ .. e n -I i I -..0 IS! ~, ~ ? 0 6 ! \ ...... l.l -* \ l:9 (S;I -+- ! :i: -I (i"; .... 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IGNDX03E23D325290 COlOR WNTURE F1ooio%o use JLDO 9 MILES IN 14117 SERVICE CONTRACT CHECK VEHICLE FOR EMISSION'S/YORK COUNTY PERFORMED EMISSIONS TEST (Tech:17) C PERFORM STATE INSP FOR AN AUTOMOBILE PERFORMED SI: BRAKES:FRT-10/32B REAR-5/32R TIRES:9/32 ALL (Tech: 14) A 111"'- e E GREEN ST HILL PA 17011 INVOICE '07i20/07 B. It .t)~ "'OS :22. . f p~ ft~i16/07 , EC EC EC T17 6 Total Repair (Customer)................. Labor T14 6 PA INSP STICKER (AI7B443715) 1 Total Repair (Customer )................. ~ ~'\~ %~\~~ ~~r VERIFIED BY: Any w8mlnties on the product sold hereby are those made by the manufacturer. The saUer hereby expressly disclaims aI warranties either expressed or implied. including any implied warranty of merc::hantabAit of fitness for a particular purpose, and neither assumes nor authorizes any person to asstme tor II any liability in comection with the sate of said products. Any limitation contained herein does not apply -. prohibited by law. Page 1 of 1 Job 31857 318 57 CUB tamer Copy x TERMS No Returns On Electrical Or Special Order Items. A Restocking Charge Will Be Applied On All Merchandise Returned For Credit. No Returns After 30 Days Or Without This Invoice. Labor Rate 65.00 "\ ~ -(}0') ~/ l'~. \Y' .~1~..p I' " i. V S .\(J/ ~) , ' ~p ~,oi' LY t' '(' ~ ? \ -; ; ~(j~\ ~ ~ (~ fl) (' a ~, .,. CUSTOMER SIGNATURE .00 .00 .00 .00 .00 .00 .00 .00 WRITER TKUHN 34.95 34.95 20.00 2.00 22.00 ~ 0 '";' L; /0: ....:.: 1~ 'l~V . ,. '-,f: ~:: ':~ ~ 9 :;. ;~ C (\ C: l<; '".,-, '"-~ . 54.95 ;'2.0'0 .00 1.00 .00 57.9$ 3.47 61. 42 e . *** END OF ATTACHMENTS *** LAW OFFICES OF GATES, HALBRUNER &- HATCH, P.C. LOWELL R. GATES, LL. M. LL. M. in Taxation Also Admitted to Massachusetts Bar MARK E. HALBRUNER CRAIG A. HATCH, CELA Certified as an Elder Law Attorney by the National Elder Law Foundation CLIFTON R. GUISE Also Admitted to practice before the U.S. Patent & Trademark Office SARAH E. McCARROLL 1013 MUMMA ROAD' SUITE 100 . LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 . FAX: (717) 731-9627 CORRESPONDENCE ADDRESS: Lemoyne Office WEB SITE: www.GatesLawFirm.com October 22, 2007 BRANCH OFFICE: 3 WEST MONUMENT SQUARE, SUITE 304 LEWISTOWN, PA 17044 (717) 248-6909 STACEY L. NACE Paralegal/Office Manager TRACI L. SEPKOVIC Paralegal VALERIE LONG Paralegal TRACI L. SHERIDAN Paralegal Cumberland County Courthouse Office of the Register of Wills One Courthouse Square Carlisle, P A 17013 p ~~.~1 ,'--'":::::'\ = -oJ <=) ('~~) RE: Estate of Walter J. Tumas File No. 21-07-0334 r'0 w -0 Dear Register of Wills: w <=) Enclosed for filing are the Pennsylvania inheritance tax return (in duplicate) and Inventory for the Estate of Walter J. Tumas. I am also enclosing a check in the amount of $2,215.95 as payment of the inheritance tax liability. Please time-stamp the photocopy of each document and return them to our office in the enclosed envelope. Please also find enclosed a check in the amount of$15.00 as payment for the filing fee ofthe Pennsylvania inheritance tax return. Please notify Attorney Craig A. Hatch or myself if you need any additional information. Thank you for your assistance in this matter. Sincerely, 6ktr Jib Traci L. Sheridan Paralegal Enclosures cc: June C. Huy, Administratrix :,' .t . i ~._) W r-. ~ ~~.. .;: .;-. '. .;~ ,,;! ''; (~.I '" j.N ~ .) ~;/ ,~ C~_~) ) "~- (~ ('1 C' "".';. :;:; :..F.; ~ .._...; I,., Ld .... Ld :~ . /~'---'----" / \ ! -~. <. '\ I. " "., i f~ ,'.~; l J r j \. ..-'...... '. / \':;"'. / .~ 'r I '~--./"'I' C"') " _"'4 ;:""...J... 1--. -. cr n:: t'-:::" ,,-' ( (") N >- ,. u.:, C)fr !~! I 0,,-,; C cJ ~ :i g ~ o~ if) C3 ~ fE - o Z ~ ~ :5 (:Q ~ I~ ~ M 0",," 00 .....1'- w..... 1-<( 5z ":~ QoJ <(> 0(1) o::Z ~~ ~- ::>w ~~ MO o~ .....W oJ Q) C'Il ::l C'Il o:=::: ~~ o ~ ~ U t t":S .c..... 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