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Home My WebLink About01-11-08 (2) ~ 15056041147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes ~ PO BOX.280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY File Number County Code Year INHERITANCE TAX RETURN 2 1 0 7 RESIDENT DECEDENT W00420 Date of Birth 468322820 04142007 10121932 Decedent's Last Name Suffix Decedent's First Name JAMES MI E TOMS (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name TOMS Suffix Spouse's First Name MARGARET MI P Spouse's Social Security Number 168200439 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 181 1. Original Return 0 2. Supplemental Return o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) 181 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received 0 10 Spousal Poverty Credit (date of death . between 12-31-91 and 1-1-95) 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT _ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MELVIN CHERRY 2156710594 Firm Name (If Applicable) ~~, .... REGISTER OF WllLs.YSE ONLY, First line of address ) 10833 BUSTLETON AVE Second line of address City or Post Office PHILADELPHIA State PA ZIP Code 19116 . I DATE ~.ILED . ; L; Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge an lief, it is true, correct and co lete. Declaration of preparer othenhan the personal representative is based on all information of which preparer has any k wle e. SIGNATURE 0 RSO ESPON BARTON P.K TOMS DATE ADDRESS MELVIN CHERRY ADDRESS 10833 8 Side 1 L 15056041147 15056041147 ~ 6'~ ~ 15056042148 REV-1500 EX Decedent's Name: TOMS, JAMES E RECAPITULATION 1. Real Estate (Schedule A)........................ ......................... ............. .......... ............ ...... 1. 2. Stocks and Bonds (Schedule B)............................................................................... 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. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 125,356.23 222,270.36 19. Tax Due................ ........................... .............. ...... ..................... ................. ....... ......... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 15056042148 Decedent's Social Security Number 468322820 2. 35,324.71 33,665.24 89,005.00 204,733.44 362,728.39 12,677.04 2,424.76 15,101.80 347,626.59 347,626.59 0.00 15. 16. 10,002.17 17. 18. 10,002.17 D 15056042148 ~ REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 07 - W00420 DECEDENT'S NAME TOMS, JAMES E STREET ADDRESS 923 WILLCLIFF DRIVE CITY I STATE IZIP MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 10,002.17 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 TotallnteresUPenalty (0 + E) 4. If line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) 0.00 (4) (5) 10,002.17 (SA) (5B) 10,002.17 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;.................................................................................. b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or................ ......................................... .................. ....................................... d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?...... ................................. ................. .................................................. ............. Yes D D D D D D No [!] [!] [!] [!] [!] [!] 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?....................................................................... ................................. ........ ..... [!J 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P .5. 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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116 (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. ADDITIONAL Personal Representatives TOMS, JAMES E SS# 468-32-2820 4/14/2007 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. 2 Signature Name MARGARET P. TOMS Address 923 WILLCLlFF DRIVE City, State, Zip MECHANICSBERG PA Date 3 Signature Name Address City, State, Zip Date 4 Signature Name Address: City, State, Zip Date 5 Signature Name Address: City, State, Zip Date 6 Signature Name Address: City, State, Zip Date . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 - 07 - W00420 ESTATE OF TOMS, JAMES E All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 CITIZENS COMMUNICATIONS COMPANY 4,168.97 2 USAA INVESTMENT ACCT 1,308.40 3 EXXONMOBIL 84.86 6,348.12 4 JOHNSON CONTROLS 40.2122 12,542.27 5 AT&T 39.26 811.49 6 PROCTER & GAMBLE 63.73 6,056.96 7 MCDONALDS 48.10 4,088.50 TOTAL (Also enter on line 2, Recapitulation) 35,324.71 JAMES E TOMS C/O BARTON PORTER KNIGHT TOMS - EXEC 150 STONEY BANK RD GLEN MILLS PA 19342-1715 CITIZENS COMMUNICATIONS COMPANY c/o ILLINOIS STOCK TRANSFER COMPANY 209 WEST JACKSON BLVD., SUITE 903 CHICAGO, ILLINOIS 60606-6905 PHONE: 800-757-5755. 312-427-2953 FAX: 312-427-2879 DIRECT STOCK PURCHASE PLAN* . AX 1.0. or SOC. SEC. NO. ACCOUNT NO. AMOUNT OF CHECK I $ MINIMUM $100 PER INVESTMENT. PLEASE RETURN THIS STUB WITH CHECK MADE PAYABLE TO ILLINOIS STOCK TRANSFER. * YOU MUST SIGN AND RETURN AN ENROLLMENT CARD TO PARTICIPATE IN THE PLAN. CALL 1ST FOR DETAILS ::ONFIDENTIAL CUCCB5639363 FOR CERTIFICATE ISSUANCE, OR ACCOUNT CORRECTION, PLEASE COMPLETE THE REVERSE SIDE OF THIS FORM. TRANSACTION DESCRIPTION DOLLAR RECORD DATE DIV. RATEI COMM. SERVICE SHARES ACQUIRED TOTAL AMOUNT SHARES SALE PRICE FEE FEE OR WITHDRAWN SHARES OWNED Plan shares held as of 01/01/07 325.9380 SELL PLAN SHARES 4,168.97 325.9380 12.8567 6.52 15.00 -325.9380 0.0000 WITHDRAWAL FEE 21.52 0.0000 0.0000 0.00 0.00 0.0000 0.0000 PAYMENT DATE DIVIDEND RATE SHARES YOU NOW OWN CERTIFICATED + UNCERTIFICATED SHARES = TOTAL SHARES OWNED SHARES HELD BY YOU HELD AT 1ST ORD DATE 1 .0000 0.0000 1.0000 JAMES E TOMS C/O BARTON PORTER KNIGHT TOMS - EXEC 150 STONEY BANK RD GLEN MILLS PA 19342-1715 CITIZENS COMMUNICATIONS COMPANY CIO ILLINOIS STOCK TRANSFER COMPANY 209 WEST JACKSON BLVD., SUITE 903 CHICAGO, ILLINOIS 60606-6905 PHONE 800-757-5755.312-427-2953 FAX 312-427-2879 .0. or SOC. SEC. NO. ACCOUNT NO. CUCCB5639363 CUCCB CALENDAR YEAR 2007 :ONFIDENTIAL EJf{onMobil (,omputershare + = - iiOiiiiiiiiii = -- - - = - 035036 Computershare Trust Company, N.A. 250 Royall Street Canton Massachusetts 02021 Within the US. Canada & Puerto Rico 800 252 1800 Outside the US, Canada & Puerto Rico 781 5752058 www.computershare.com/exxonmobil - - == iiiiii - - - == JAMES E TOMS 923 WILLCLlFF MECHANICSBURG PA 17055-7625 1...111...111111.1.1.111'11...1.11'11.1.1.1.111.1.1'11111.1.II Holder Account Number - !!!!!!! == C 0000617431 INO 11111111111111111111111111 SSNfTlN Certified Symbol Yes XOM 00 ICS0006_RPS.DL.XOM.132737 _13331/035036/037105/i I Exxon Mobil Corporation · Statement of Holdings Dividend Information Holder Account Number:C 0000617431 Record Date I Payment Date Class Description I Shares~U,nits Part~cipating in I DIvidend Remvestment Dividend I Gross I Taxes I Rate ($) Dividend ($) Withheld ($) Net Dividend ($) 13 Aug 2007 10 Sep 2007 Transaction History Common 74.506578 0.350000 26.08 26.08 From: 01 Jan 2007 To: 10 Sep 2007 Date . ., I Transaction I Deduction I Transaction Descnptlon Amount ($) Amo($~ Deduction I Net I Price P~r I Total Total Share/Unit Transaction I Shares/Units Type Amount ($) ($) Shares/Units Held Plan Transactions DSPP . Common Stock 01 Jan 2007 Balance Forward 09 Mar 2007 Dividend Reinvestment 11 Jun 2007 Dividend Reinvestment 10 Se;J 2007 Dividend Reinvestment. 23.64 25.97 26.08 0.01 Comp Paid Fees 0.01 Comp Paid Fees 0.01 Como Paid Fees 23.64 25.97 26.08 70.917151 83.331627 86.805431 0.333347 0.311646 0.300442 73.861585 74.194932 74.506578 74.807020 Summary of Holdings Date: 10 Sep 2007 Certificated I D. irect Registration/\ Dividend I Total I Closing Price I Shares/Units Book Shares/Units Reinvestm~nt Share /U 't Per Share/Unit Held By You Shares/Units s nI s ($) 0.000000 0.000000 74.807020 74.807020 84.860000 Value ($) Class Description DSPP - Common Stock 6,348.12 II 43UDR XOM + 002CD40010 OOH5JA Please see important PRIVACY NOTICE on reverse side of statement J~HNSON CONTR~LS Page 1 of 1 1 Cusip # 478366107 Account Summary Johnson Controls, Inc Account# 3201534970 JAMES E TOMS 923 WILLCLlFF DR MECHANICSBURG PA 17050-7625 Current Dividend Record Date Payable Date Dividend Rate Account Value Market Value Date Market Value Price Account Market Value 03/16/07 03/30/07 $0.33 03/30/07 $94.62 $9,784.84 Share Balances Direct Purchase Plan Certificate(s) Direct Registration Total Shares Record Date 103.066 0.000 0.000 103.066 March 31,2007 Current 1 03.412 0.000 0.000 103.412 Year-to-Date Amounts Gross Dividends Reinvested Federal Tax Withheld Nonresident Alien Tax Withheld Cash Investments SeNice Charges Paid by You SeNice Charges Paid by Company Commissions Paid by You Commissions Paid by Company $67.90 $0.00 $0.00 $0.00 $2.72 $0.00 $0.02 $0.00 (Yea r -to-Date Activity ) Transaction or Settlement Date Transaction Type Gross Amount of Transaction Div Reinvested Div Reinvested EXECUTED Service Charge Price per Share Total Shares Held in Plan Net Amount of Transaction Shares Increased or Decreased 102.695 103.066 103.412 $87.6017 $94.4436 .HARES OF Johnson Controls, Inc. is participating in the Direct Registration System ("DRS"). You may choose to have your Plan and/or DRS shares electronically delivered to or from your shareowner account For information concerning authorization of electronic share movement, please contact your Broker/Dealer. Detach here. Forward bottom portion to the address shown below. Transaction Request Account# 3201534970 Johnson Controls, Inc Mail to: Shareowner Services Johnson Controls, Inc JH01 Direct Purchase Plan PO Box 64856 St Paul MN 55164-0856 o Please change my address as indicated. JAMES E TOMS 923 W1LLClIFF DR MECHANICSBURG PA 17050-7625 111I111)ml JIIII !IIII JllIlsllllI)1111 JIII11111IlIIII I1111111 OPTIONAL CASH PURCHASE ELECTION o Enclosed is a check made payable to Shareowner Services for: $ I Minimum $50.00 /Maximum $15,000.00 per quarter ..D o o '" Shareowner Services will process your purchase instructions according to your Plan prospectus/brochure upon receipt of your properly completed request which includes account number or SSN and plan name. We will not be liable for any claim arising out of failure to purchase shares on a certain date or at a specific price. '" l.:J Vl c.. H Requests submitted on this form will only affect Direct Purchase Plan shares, not shares held in DRS. n.J < ::r :::> IIIII"IJ 1IIIlIIII IIII1 Jill 1111 01 pur 5942 - - - - - - iiiiiiii - - - ~ - - - t~>:'- r~' l....' '-.-._-.... -.. .' ' K' ! \.."':"::, -/ ~,-,":.r ....~~~u-p_.~ at&t tomputershare + 141338 Computershare Trust Company, NA P.O. Box 43078 Providence Rhode Island 02940-3078 Within the US, Canada & Puerto Rico 800351 7221 Outside the US, Canada & Puerto Rico 781 5754729 VI/WW. com putershare. com/att - - - = iiiiiiii - iiiiiiii - iiiiiiii = JAMES E TOMS 923WILLCLlFF DR MECHANICSBURG PA 17055 111.111...111'11.1.1.11"11...1.111...111.1.1'1.1.1'111,,11111 Holder Account Number C 0014350918 INO IIII "" III "III "I" " I " SSNfTlN Certified Symbol Yes T 001CS008 I_RPS,DLATT. 10157 _120/141338/141352/il __. ___~_ .-..______________...,.___._.__.__~_'__~_.n.._.__._._~_..__._~..__~__:------~-. '_',;-_'__'_,__' ___,__ _:_____ _._ __.~_ -,:,..... _.0.<-._ .n;...'__._, ' :'. '.. __. '_...' :- '. n.C. "';,.' __ _,.,C ..'.... 0_ ~_. _ .' '_ AT&T Inc. DirectSERVICE Investment Program Stafement - , Dividend Information Record Date: 10 Apr 2007 Holder Account Number:C 0014350918 Payment Date Number of Shares I Reinvesting Dividends Dividend Rate I Gross Dividend I (~ ~) Tax Withheld I ($) Tax Type I Net Dividend ($) 01 May 2007 Transaction History 20.669513 0.355000 7.34 7.34 From: 28 Dec 2006 To: 01 May 2007 Date Deduction Description I Amount ($) I Amo{$~' . Total Deduction I Net I Price Per I Transaction I Reinvestment Type Amount ($) Share ($) Shares Share Balance 28 Dec 2006 Balance Forward 20.483959 01 Feb 2007 Dividend Reinvestment 7.27 0.38 Fees 6.89 37.132081 0.185554 20.669513 01 May 2007 Dividend Reinvestment 7.34 0.39 Fees 6.95 38.936696 0.178495 20.848008 Summary of Holdings Date: 01 May 2007 Class Description: DSPP . COMMON STOCK Certificated Shares Uncertificated Shares I Total Shares Closing Price I Value ($) Direct Registration I Reinvestment Per Share ($) 0.000000 0.000000 20.848008 20.848008 38.840000 809.74 II 124UDR ATT + 1510i001 1 1 138821 0000057341 0000400267 r'a G Procter & Gamble Lff'1) ~ Shareholder Services .flf ~ PO Box 5572 Cincinnati, OH 45201-5572 CONFIDENTIAL INFORMATION 0000057341 ............. AUTO**3-DIGIT 170 1...111...111....1.1.11...1...1.11....1.1.1.1...1.1..1111.1.11 JAMES E TOMS 923 WILLCLlFF DR MECHANICSBURG PA 17050-7625 Please detach and return in the envelope provided, I AMOUNTENCLOSED $ _ Optional cash investments may be made for a mInimum of$50.00 up to a maximum of $120,000 per calendar year. · Please Do Not Send Cash. '" Make Checks or Money Orders, payable in U.S. Dollars to: P&G SIP · Include account number on check or money order. 0000400267 --------------------- ----------------____________~____________~:~_~_~PR~!...!:~~~?_~_~~~~_~~~_~~!_~~_~~~~~:_f:_~f_~~_~~:~~~_____._________________________________________,,___'-_______________ Retain bottom portion for your records. Questions? 800-742-6253 (US and Canada) or 513-983-3034 · www.pg.com/investing The Procter & Gamble Company QUARTERLY STATEMENT Record Date Information as of April 27, 2007 Account Number 'Dividend Rate CertificC!tl~d ~~~res Direct Registration Shares 0.000 Program Shares/SIP 95.0410 Record Date Total Shares 95.0410 0000400267 0.3500 o From: January 1, 2007 To: May 15, 2007 -. -.", . , Totaf.~: ~,' , S~aresl~9its, ,_ ,,,,,'t" 'r.:.. . .'~ tT o.',i " ': ': ;~o~! S~Il~e', >'~C '..,.' ~ "f3Afance.~ . ,'1 , ['~' "~":''''" . " ~. ." Gross Dollar NetAmounf ($J Amount ($) , , " '. ~ I 12/31 /2006 SF 0.00 0.00 0.00 0.00 0.000 0.000 94.610 02/15/2007 RR 29.33 1.25 0.00 28.08 65.153 0.431 95.041 ! 05/15/2007 RR 33.26 1.25 0.00 32.01 62.531 0.512 95.553 ~ I 1 I <0 Q ll) e. N co o 0.000 Program Shares/SIP 95.553 Total Shares' Approximate Price Per Share ($) 95.553 62.0700 Approximate Value ($) $5,930.97 I page 1 *See Reverse Side For Activity Type Description. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TOMS, JAMES E FILE NUMBER 21 - 07 - W00420 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 CITIZENS BANK CHECKING ACCT #610076-660-8 4,106.91 2 CITIZENS BANK SAVINGS ACCT #6140-185637 8,492.20 3 NAVY FEDERAL CREDIT UNION #0333939007 21 ,066.13 TOTAL (Also enter on Line 5, Recapitulation) 33,665.24 NAVY e FEDERAL @ Credit Union Web site: www.navyfcu.org P - = STATEMENT OF ACCOUNT aqe 1 0 2 ACCESS NUMBER 865102 STATEMENT PERIOD From 06-19-07 Througll 07-15-07 - = #BWNLLSV #OOOOOOPOX6UQP2Al#OOOJML752 111.11111111111..1..1..1.111.111...1...11.1.11.1.1111'111.1.11 JAMES E TOMS C/O BARTON TOMS 150 STONEY BANK RD GLEN MILLS PA 19342-1715 HOT' HOT' HOT' I-or a limited time, get our spAcial10-month 6.000/0 APY* _ · · · Certificate allel watell your savinDs sizzle. $10,000 rninirnurn required. ~ ~~r:c~'f,.I!~!~;~~i~"~~~ ~l;~ ~I.~:p.:~~~r~i;~ ~;:.;~I,ri{~~ 1 ;~~);~, i~~:~~': ;~p. ri~~~ ~:(:~::~i f'i~~-. ~~r:::~;.~dl:~~':~1 ~~ ~~:::,;iJ~I~'~;~ L ~;~)~~i (t;;;~ ~;:~;~;~~i~ ::l~~'~~:~~~~II";JI~ ~~'l'J'~~'g~i~~I,;;, ~~~'(~:~ Membership Share Savings--0333939007 Joint Owner(s)-- NONE I DATE TRANSACTION DESCRIPTION AMOUNT BALANCE 06-16 BEGINNING BALANCE 06-18 WITHDRAWAL BY CHECK 06-18 DIVIDEND 06-19 ADJUSTMENT - CR 06-19 WITHDRAWAL BY CHECK 07-15 ENDING BALANCE Account Closed Your account earned $4.84. with an annual percentage yield earned of 0.84%. for the dividend period from 06-18-2007 through 06-18-2007 21.066.13- 4.84 21,066.13 21.066.13- 21,061.29 4.84- 0.00 21,066.13 0.00 0.00 REM IT TANCE RECEIVED AF TER 5 TA TEMENT PER IDD ~ILL APPEAR ON YOUR NEK T 5 TA TEMEN T JAMES E TOMS DEPOSIT VOUCHER (FOR MAil USE ONLY. DO NOT SEND CASH THROUGH THE MAil) MARK "X" TO CHANGE t ADDRESS/ORDER ITEMS ON REVERSE 0333939007 Share Savillqs NFCU PO BOX 3100 MERRIFIELD VA 22119-3100 TOTAL 405033393900700000000000000000000000000000000000000007 . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TOMS, JAMES E I FILE NUMBER 21 - 07 - W00420 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT MARGARET TOMS 923 WILLCLlFF DRIVE Wife A MECHANICSBURG, PA 17050 JOINTLY OWNED PROPERTY: LETTER DATE ~~SCRIPTIO~ ~F PROdlERTY DATE OF DEATH %OF DATE OF DEATH ITEM Include name 0 Inanclallns I u Ion an oank account number DECD'S VALUE OF NUMBER FOR JOINT MADE or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET TENANT JOINT INTEREST DECEDENTS INTEREST estate. 1 A 02/23/2000 REAL ESTATE 178,010.00 50% 89,005.00 923 WILLCLlFF DRIVE MECHANICSBURG PA TOTAL (Also enter on line 6, Recapitulation) 89,005.00 TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 10-17-1035-068. in the 2004 Tax Assessment Database DistrictNo 10 Parcel ID 10-17-1035-068. MapSuffix HouseNo 923 Direction Street WILLCLIFF DRIVE Ownerl TOMS, JAMES E & MARGARET P C/O PropType R PropDesc Liv Area 1932 CurLandVal 44490 CurImpVal 133520 CurTotVal 178010 CurPretVal Acreage .35 CIGrnStat TaxEx 1 SaleAmt 0 SaleMo 02 SaleDa 23 SaleCe 20 SaleYr 00 DeedBkPage 00216-00567 YearBIt 1970 HF _File_Date 10/19/2004 HF _Approval_Status A http://taxdb.ccpa.net/details.asp?id=10-17 -1 035-068.&dbselect=1 1/3/2008 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TOMS, JAMES E FILE NUMBER 21 - 07 - W00420 ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF EXCLUSION TAXABLE VALUE NUMBER Include the name of the transferee, their relationship to decedent VALUE OF ASSET DECO'S (IF APPLICABLE) and the date of transfer. Attach a copy of the deed for real estate. INTEREST 1 IRA WELLS FARGO 10,177.38 10,177.38 2 IRA'S NAVY FEDERAL CREDIT UNION 30,753.49 30,753.49 3 USAA LIFE INSURANCE CO. ANNUITY 5,254.74 5,254.74 4 USAA RETIREMENT ACCOUNT 158,547.83 158,547.83 TOTAL (Also enter on line 7, Recapitulation) 204,733.44 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. COMMONW_El)l TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone December 3, 2007 717-787-6201 jwatts@state.pa.us LINDA P SWEENEY 177 RIVER DRIVE LANCASTER PA 17603 Re: Estate of James E Toms File Number 2107-0420 Social Security 468-32-2820 Dear Ms Sweeney: The Department issues this waiver for the following security held in beneficiary format by the decedent. The security will be subject to Pennsylvania inheritance tax. The Department will not issue an information notice to the transferee of the potential Pennsylvania inheritance tax . due for this asset as the estate representative has informed the Department that the asset(s) will be reported on the REV-1500 filed by:the estate representative. A copy of this waiver is to be used by you to notify the transfer agent that the reporting requirements of Section 6411 of the Probate Estates and Fiducia'ries Code (Title 20,; Chapter 64, Pennsylvania Consolidated Statutes), have been satisfied. . . 10 Number: Account Balance: WELLS FARGO ~ Capitol Stock D Registered Bond D A Security Asset D A Security Account 468322820 $10,177.38 Name of Company: Type of Account: Sincerely, ~~ LJ~ J udy Watts Tax Examiner II Inheritance Tax Division Quarterly Account Statement January 1,2007 through March 31,2007 STATE STREET BANK & TRUST CO CUST FOR THE IRA OF JAMES E TOMS 923 WILLCLlFF DR MECHANICSBURG PA 17050-7625 008749 ~ Wells Fargo Advantage Funds: IRA Dividend Income-Inv II P.O. Box 8266. Boston, MA 02266 Account Number: 3223-3800101945 Investor Services: 1-800-222-8222 24 hours a day, 7 days a week Automated line: Web site: 1-800-368-7550 www.wellsfargo.com/advantagefund s Who is your IRA beneficiary? Changes in your life can trigger a need to change your beneficiary. If you'd like to make a change, c~1I us at 800-222-8222. TOTAL ACCOUNT VALUE As of March 31, 2007 $10,177.38 CHANGES IN YOUR ACCOUNT VALUE Beginning Balance (1-1-07) $10,272.85 Deposits 0.00 Withdrawals 0.00 Total Income 39.85 Change in Value -135.32 :l.:!I~!~~!:i~~~~~.'~~I~~:~~~!.!'!.!!::!i!.!i!"[!:!:!:!.!::.!::"!!:I[::!liii:::i:l:i:!il:~':!:'.!:iii!i:..:::.::i,:'::'!!..!:!i.i~!~1~(1!~~~~~.' INCOME SUMMARY This Period Year-to-Date Dividends Taxable $0.00 $0.00 Tax-Exempt/Deferred 39.85 39.85 Capital Gains (paid by holdings) Short-Term 0.00 0.00 Long-Term 0.00 0.00 Total Income $39.85 $39.85 INVESTMENT HISTORY $ 72,000- :::1-':"1:.'1:::'1: ':1::::1:..,1:::'1:: $0 _ _ _ ,.. _ _ _, . ,_ ,... _. _. . _. .. 72-02 72-03 72-04 72-05 6-06 9-06 /2-06 3-07 . Total account value CURRENT ASSET ALLOCATION . Large Cap Small/Mid Cap 100.0% 0.0 International 0.0 Specialty Allocation 0.0 0.0 Municipal Income 0.0 0.0 0.0 Income Money Market 100.0% 26723 (cont'd on back) Page 10f3 82077r6-1-23983 357 Quarterly Account Statement January 1,2007 through March 31,2007 II P.O. Box 8266 · Boston, MA 02266 STATE STREET BAN K & TRUST CO CUST FOR THE IRA OF JAMES E TOMS Account Number: 3223-3800101945 Investor Services: 1-800-222-8222 24 hours a day, 7 days a week Automated line: Web site: 1-800- 368-7550 www.wellsfargo.com/advantagefund s Wells Fargo Advantage Funds: IRA, cont'd Account Number Symbol Cost Basis Value on 1-1-07 Percent of Holdings CURRENT HOLDINGS large Cap Funds Dividend Income-Inv 3223-3800101945 SDVIX N/A $10,272.85 100.0% ACCOUNT ACTIVITY Date Shares This Transaction x Share Price Dollar Amount Total Shares Owned Dividend Income-Inv SDVIX Account Number: 3223-3800101945 Beginning Balance INCOME REINVEST 0.06793 Ending Balance 1-1-07 3- 26-07 3- 31-07 2.284 $17.51 17.45 $17.28 $10,272.85 39.85 $10,177.38 586.685 588.969 588.969 26723 357 Page3of3 82077r6-1-23985 I nvestment Form - Dividend Income-Inv To add to your account, enclose this form with your check payable to "Wells Fargo Advantage Funds." Changing your address, phone number and/or e-mail address? Go to www.wellsfargo.com/advantagefunds. log into your account, and go to "Account Services." Its fast and easy! o Or, please check this box, print your new information on the back of this form, and return it to Wells Fargo Advantage Funds, P.O. Box 8266, Boston, MA 02266. Account Number: 3223-3800101945 Registration: STATE STREET BANK & TRUST CO CUST FOR THE IRA OF JAMES E TOMS Amount Being Invested: $ Tax Year of Contribution: Not FDIC Insured. No Bank Guarantee. May Lose Value (We will assume the current tax year if none is indicated.) 0000000000 021 038001019457 0000800 0003223 9 NAVY . FEDERAL @ Credit Union In reply refer to: 865102 22 June 2007 Mr. Barton P. K. Toms 150 Stoney Bank Rd Glen Mills, P A 19342-1715 Dear Mr. Toms: We are very sorry to learn that your father passed away in April and, on behalf of Navy Federal's staff and membership, we wish to extend our heartfelt sympathy to you and your family. We have completed settlement of his accounts and I hope that the following information is of assistance to you. On 14 April 2007, your father's share savings account reflected a balance of$7,599.93. Due to his age, the shares earned no Life Savings Insurance. Our explanatory flier is enclosed. Divi- dends credited to the account since that date increased the balance to $7,617.73. His checking account had a balance of $13,837.48 on the date he passed away. A direct deposit of $3,392.88 was received from the Defense Finance and Accounting Service (DF AS) and credited to the account on 30 April. These funds have since been deducted for return to the paying agency. In view of these and other transactions, the checking balance was $13,440.35. For the purpose of disbursement, the funds in the checking account were transferred to the share savings account, for a combined balance of$21,066.13. Since no joint owner has been designated, the enclosed check for the combined account balances has been made payable to your father's estate, of which you and Margaret Tonls are Administrators. The Visa account in your father's name did not reflect a balance when he passed away. Your father's savings, checking and Visa accounts are now closed and the final statement(s) will be forwarded at a later date. We have forwarded information regarding the settlement of these accounts to Mrs. Toms under separate cover. On 14 April, your father's Individual Retirement Accounts (IRAs) reflected balances in the amounts of$5,135.72 (0007), $11,910.35 (0008), $4,809.87 (0009), $3,365.42 (0011) and $5,532.13 (0012). As beneficiaries of the IRAs, you and Cameron C. Toms are entitled to these balances, as well as dividends earned on the accounts since the date of death. We have trans- ferred the funds to which you are entitled to beneficiary lRAs established in your name under account number 0333939908, control numbers 0018, 0019, 0020, 0021 and 0022. These are temporary accounts designed to hold the funds on deposit until they are disbursed in accordance with your written instructions. A new beneficiary may not be named on a temporary account. PO Box 3000 Merrifield VA 22119-3000 Access Number 865102 Page 2 of2 Weare prevented from accepting contributions for crediting to the beneficiary accounts. In addition, since your father was over 70Y2, the required minimum distributions had begun from his IRAs, and these distributions must be continued or accelerated from your beneficiary IRAs. Your beneficiary IRAs will remain open until you have had an opportunity to make a decision regarding disbursement of the funds. Please provide us with your instructions as soon as possi- ble, but no later than 30 September 2008, the last day allowed by IRS regulations. We have provided an information sheet regarding all distribution options available to you. Please indicate your preferences regarding disbursement and tax withholding on the enclosed IRA Beneficiary Options form and return it to us in the envelope provided. If we have not received your response by 30 September 2008, we will distribute the entire balance, less 10% in federal taxes, by 31 December 2008. In accordance with IRS regulations, this payout is irrevocable and \vill not be reversed. To satisfy Internal Revenue Service requirements, your father's 2007 required minimum distri- bution (RMD) of$1,327.37 must be withdrawn from your beneficiary IRAs by 31 December of this year. When responding, please include your instructions for this distribution, being sure to indicate if taxes should be withheld. Should you have any questions, please call me toll-free at 1-800-883-3323, extension 48882, between 8:00 a.m. and 4:30 p.m., Monday through Friday. You may also reach me by fax at 1-703-255-7963. Sincerely, Tatiana Munoz ~ VG:rt Enclosures: Insurance Flier Check No. 2600547210 NFCU 135 NFCU 515A Return Envelope NAVY e FEDERAL @ Credit Union SHARE CERTIFICATE/IRA STATEMENT OF ACCOUNT ~ cPAGEl ~ = = - JAMES E TOMS TRADITIONAL IRA CERTIFICATES Account 03339399080007 Purchase/Renewal 04-02-05 5,884.96 DATE DESCRIPTION DEBITS CREDITS BALANCE Prior Statement Balance 5,135.72 04/30 Dividend Credit 18.60 5,154.32 05/31 Dividend Credit 19.30 5,173.62 06/18 Dividend Adjustment 11.24 5,184.86 06/18 Transfer Out 2,592.43 2,592.43 06/18 Transfer Out 2,592.43 .00 Total 5,184.86 49.14 Dividends Paid This Period 49.14 Account 03339399080008 Purchase/Renewal 05-03-07 11,961.60 DATE DESCRIPTION DEBITS CREDITS BALANCE Prior Statement Balance 11,910.35 04/30 Dividend Credit 46.59 11,956.94 05/03 Dividend Credit 4.66 11,961.60 05/31 Dividend Credit 47.90 12,009.50 06/18 Dividend Adjustment 30.90 12,040.40 06/18 Transfer Out 6,020.20 6,020.20 06/18 Transfer Out 6,020.20 .00 Total 12,040.40 130.05 Dividends Paid This Period 130.05 Account 03339399080009 Purchase/Renewal 05-06-05 4,403.73 DATE DESCRIPTION DEBITS CREDITS BALANCE Prior Statement Balance 4,809.87 04/30 Dividend Credit 18.38 4,828.25 05/31 Dividend Credit 19.06 4,847.31 06/18 Dividend Adjustment 11.11 4,858.42 06/18 Transfer Out 2,429.21 2,429.21 06/18 Transfer Out 2,429.21 .00 Total 4,858.42 48.55 Dividends Paid This Period 48.55 PLEASE SEE REVERSE SIDE FOR IMPORTANT INFORMATION I NAVY (I FEDERAL @ Credit Union SHARE CERTIFICATE/IRA STATEMENT OF ACCOUNT - ~ ~ JAMES E TOMS Account 03339399080011 Purchase/Renewal 09-22-02 DATE DESCRIPTION DEBITS CREDITS Prior Statement Balance 04/30 Dividend Credit 12.74 05/31 Dividend Credit 13.23 06/18 Dividend Adjustment 7.70 06/18 Transfer Out 1,699.54 06/18 Transfer Out 1,699.55 Total 3,399.09 33.67 Dividends Paid This Period Account 03339399080012 Purchase/Renewal 08-14-06 = 2,733.60 BALANCE 3,365.42 3,378.16 3,391.39 3,399.09 1,699.55 .00 33.67 5,355.91 DATE DESCRIPTION Prior Statement Balance 04/30 Dividend Credit 05/31 Dividend Credit 06/18 Dividend Adjustment 06/18 Transfer Out 06/18 Transfer Out Total Dividends Paid This Period DEBITS CREDITS BALANCE 23.51 24.40 14.21 5,532.13 5,555.64 5,580.04 5,594.25 2,797.13 .00 2,797.12 2,797.13 5,594.25 62.12 62.12 I TRADITIONAL STATEMENT OF CONDITION 2006 TRADITIONAL STATEMENT OF CONDITION 20071 TYPE AMOUNT TYPE AMOUNT Beginning Balance -Distributions Normal 30,288.78 Beginning Balance -Distributions 1,272.64 Internal Trans 30,396.78 31,077.02 680.24 .00 +Earnings for Year =Year End Balance 1,380.64 +Earnings for Year 30,396.78 =Ending Balance 254.53 30,396.78 =Total Value .00 Total Fed Withheld Fair Market Value PLEASE SEE REVERSE SIDE FOR IMPORTANT INFORMATION ~ USAA~ Page 1 of 2 USAA LIFE INSURANCE COMPANY 9800 Fredericksburg Road, San Antonio, TX 78288 Toll Free 1-800-292-8556 OWNER: ANNUITANT: JAMES E TOMS CAPT USN RET 923 WILLCLlFF DR MECHANICSBURG PA 11050-7625 JAMES E TOMS PAYMENT RECEIPT See important information on Page 2. THIS IS NOT A BILL 'w::: ::::: :>>: -:-:. :\ .... :0: ::::: ::: :-: :-:-: ::. ::: :? :-:. ::: :::: \.- :-::- ::::: :::: :::: ::-~ :::'. ? ::: :-:-: :::: :: n :-> :: ::: :::: \:\:: :::: :-:- ::.: .:-: :-:- Please retain this portion for your records. I: you would ilk\;: to make an additionai payment, please complete the information below and u_ ____u__h 00 Uh - nnn -- -- - u --__ - h_ _mm_ -- - _nu __u____ __m_u___~~_~_~n! ~~n~~ ~_~__~ ~~~~__~ L~~oo~~~!Ue~Y_ ~_~_~_! :u_____ __ u___u _ _m__m _ ___m_moo ____om n____ oonm_~~:_~~:~~~7___ m____h. PLEASE MAKE PAYABLE & MAIL TO: USAA LIFE INSURANCE COMPANY 9800 FREDERICKSBURG ROAD SAN ANTONIO, TX 78288 USAA Number: Contract Number: Product: Tax Qualification: 001144903 0364377497 FLEXIBLE RETIREMENT ANNUITY NON-QUALIFIED JAMES E TOMS CAPT USN RET 923 WI LLCLI Ff DR MECHANICSBURG PA 17050-7625 TOTAL AMOUNT ENCLOSED $ 03455 26113-0303 ACN800ST I' I '" USAJ\~ DM3477 /000110 USAA FED SVGS BNK CUST ROLLOVER OF JAMES E TOMS 923 WILLCLlFF DR MECHANICSBURG PA 17055-7625 Clear the clutter. Go online. Go paperless with USAA Documents Online and manage all your important USAA statements and bills in one place. If you haven't already signed up for electronic delivery, log on to usaa.com and click: Documents. Portfolio .summary .........,.....,......"..........-..-... .......... ::tpjai-::pp..jf:90P:.S,j~t9~:::::: $156,332.93 Portfolio value March 31, 2007 Earnings Deductions Change in market value 451 . 72 0.00 1 , 863. 18 Tutal portfoiio vaiue April 30, 2007 $158,64.7.83 ~j &~ }~~ ~ ~il{J .~J ~ ~:."B r:=~~;! '-U:;1 rf:h . '~;! 1.~8 :~~ ~ ~ ~ '-:-<:':'1 :.c~;".~ ~~] l'!J_'~J ~ ~~ ~ !NlI :,,:.>tt ~rJ j;.f.l:~ ~ i=:~""l ~~ r~l 1:Tl ~JJ fr?~-1 ~C!:~ ,-,--".-~ .. 1 ;~i~~ Portfolio" alloeatioll' . Quarterly Investment Statement April 1 to April 30, 2007 USAA Investment Management Company P.O. Box 659453 San Antonio. TX 78265 www.usaa.com Customer service USAA Touchline@ 800-531-8448 800-531-8777 EST OF JAMES E TOMS Member number 001144903 Member since 1971 Next steps for your portfolio Let us help you find investments that may be right for you. Use Portfolio Planner on usaa.com. Answer a few questions about your investment goals, time horizon and risk tolerance. Your recommendation is saved for up to 90 days. Or call (800) 531-8448 for a free portfolio review. _ _ . ...' . _ _ ..........._.....u,..._...... ,.........-.... .._....... .......,...,............... ....,," .PortfOtio.............Hormanee.; ......:...:....:..:....:...........:.:...~....: .'. :'. ':':::':'.: .....'.: ...... $180,001 $135,00 . _.. . u ::::::0 .n~tllllllBllflE 2003 2004 2005 2006 2007 Annualized total return 9.31% The total return is the annualized percentage change in the value of your portfolio. Value on April 30, 2007 % of portfolio Large Cap Stocks Taxable Bonds and CDs $46.186.34 1 12, 46 1 . 49 29. 11 70.89 $158,647.83 100.00% Total portfolio value Large Cap Stoc Taxable Bonds and CDs Please review this statement carefully and notify us within 10 days of any errors or omissions. For details on the information in this statement, see "About Your Account". '~ USAA@ Mutual Fund Summary April 1 to April 30, 2007 Page 3 of 6 ~ill 1] ~ I~-a '{flJ ~J ~~ .,;3 ~~ .lii4! :J:.1;'J ~j F~~ :.IGJ ;,:.;~ ~i1 m:5I ~ ,_].t~ :~":ll 'c~ ~'.~ ':.J ~ -~ ~ ~ I ~1 :"::::J -~=l ~j c~~ ~~;-~ ~-"1 :~,~ :,,;,:;] i::-ij ~~ ~ta E"~ ~ a~ ::;li i0'1 ~hi ~~ ~~ ~;~ ~~ '.z::l ~~1 ii~ ~'~~ '::.J ~~ ~~ ~.:::.~ :'"] ~':] ~~ LJ ~'...~ ~ -- "I h'l 3i"l 23.:1 "'".;'3 ~~1 l'J3 ~;fj ::ij! ,.li~ a.:.~ iT3 ~;!I B] ~B ~5 f~~ ~ij ~~ ~~~ .-:';:] ~,'c,,1 -j USAA Income Fund Symbol USAIX Fund code 40 Account number 40901662464 ActivitV",' su rllrn t}rt>.:', This period $112,100.47 Account value March 31, 2007 Earnings Distributions Change in market value 451 . 72 0.00 -90.70 Account value April 30, 2007 $112,461.49 Top {undi'loldil'\gs Year to date $1,779.43 -7,506.77 As of March 30, 2007 US TREASURY BOr\JD US TREASURY NIB US TREASURY NOTE TSY INFL IX NIB US TREASURY NIB FNMA POOL #884031 6% 5/1/36 FNMA POOL #254766 5% 6/1/33 FHLMC POOL #A44446 5.5% 4/1/36 HOUSEHOLD FINANCE REGION OF LOMBARDY NOTES Petsoncd:.,.per.forf"l1allce Symbol 9 1 281 OFFO 912828GH7 912828CA6 91281 DFR4 912828DM9 31410BEC4 31371K6B2 3128K45F8 441812JW5 541624AAO % of fund 2.61 2.35 2.00 1.77 1.73 1.57 1.53 1.49 1.44 1.41 USAA FED SVGS BNK CUST ROLLOVER OF JAMES E TOMS fv1utual.. flJndearoings$ummary: Tax deferred dividends This period $ 451 . 72 Year to date $1.779.43 These earnings are subject to adjustment after year end and should not be used for tax reporting. Tax free or tax deferred - see "About Your Account" at the end of this document. Average 3D-Day SEC. Yield As Of 04/27/07: 5.12% Annualized return Quarter to date 0.32% Year to date 1.89% 1 year 7.31% 3 year 4.62% 5 year 5.18% This is the annualized percent change in the value of your account over the given time periods. Your specific performance is affected by your transactions and may differ from the performance of the fund. . SCHEDULE H FUNERAL EXPENSES & ADlVlNI51RAllVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TOMS, JAMES E Debts of decedent must be reported on Schedule I. FILE NUMBER 21 - 07 - W00420 ITEM AMOUNT NUMBER FUNERAL EXPENSES: DESCRIPTION A. 1 FUNERAL BILL 1,413.00 2 VOCALIST, ORGANIST COLOR GUARD 1,200.00 3 PROGRAMS 97.79 4 FLOWERS 288.84 5 DEATH CERTS 30.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's 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 MELVIN CHERRY PA 1,500.00 7. Other Administrative Costs 1 RADON INSPECTION 1,200.00 TOTAL (Also enter on line 9, Recapitulation) 12,677.04 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 270436 MC5 4-14-2007 Mrs. Margaret Porr Toms 923 Willcliff Drive Mechanicsburg, PA 17050 James Edwin Toms - Deceased SPECIAL CHARGES X Direct Cremation Forwarding Remains Receiving Remains Immediate Burial X Nationwide Guarantee Program X Worldwide Travel Protection TOTAL SPECIAL CHARGES $895.00 $295.00 $395.00 $1,585.00 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 Ashes To National Cemetery Staff & Equipment for Memorial Service Private Family Viewing/Witnessing Cremation Witnessing the Cremation Packaging And Forwarding Cremated Remains X Personal Delivery of Cremated Remains Scattering of Cremated Remains Medical Documents/Courier Fee TOTAL PROFESSIONAL SERVICES $85.00 $85.00 AUTOMOTIVE EQUIPMENT Removal Vehicle Casket Coach Flower Car Lead Car/Clergy Car Service Vehicle Family Car TOTAL AUTOMOTIVE EQUIPMENT $0.00 MERCHANDISE X Register Book Memorial Folders Thank You Cards # Remembrance Package Casket X Sheet Bronze Urn w/personalized placque Cremation Container Urn Burial Vault Veterans Flag Case Grave/Memorial Marker $35.00 $168.00 TOTAL MERCHANDISE ADVANCED ITEMS Wash Post-PD-FCC-126.00 +1,470.00 Hbg. Patriot-PD-FCC-10.30 +725.00 Lancaster New Era-PD-FCC-$881.50 Lexington, MD Phila.Inquirer-PD FM CC-$2(953.47 Ely Echo- Church/Organist/Soloist Flowers X Crematory Charge X County Coroner Cremation Approval Fee X Certified Copies DNA Preservation TOTAL CASH ADVANCED ITEMS CASH X X X X X X $400.00 $25.00 $30.00 SUMMARY OF CHARGES Special Charges Professional Services Automotive Equipment Merchandise Cash Advanced Items SUB TOTAL $1(585.00 $85.00 $0.00 $203.00 $'455.00 $2,328.00 CREDITS -$915.00 TOTAL $1,413.00 AMOUNT PAID 4-16-2007 -$1,413.00 BALANCE DUE $0.00 THIS STATEMENT 'MAY NOT REFLECT ALL NEWSPAPER CHARGES $203.00 $455.00 STAPLES SALE that was easv- Low prices. Every item. Every day. 110% Price-Match. Guaranteed. 5850 Carlisle Pike Mechanicsburg, PA 17055 (717) 795-7590 561819 5 005 08324 ~ I ~~643 04/17/07 03:14 OTY SKU \.N/~ OUR PRICE 225 101-500 CLR STD 381513 0.390ea 225 MACHINE FOLDING 381720 0.020ea SUBTOTAL Standard Tax 6.00% TOTAL 87.75 4.50 92.25 5.54 $97.79 Cash 100,00 Cash Change 2 ,21 TOTAL ITEMS 450 Compare and Save with Staples-brand products. THANK YOU FOR SHOPPING AT STAPLES ! Shop online at www.staples.com Staples Rewards customers receive 10% back In rewards on all ink, paper and Copy and Print Center purchases. It's free to enroll. Go to www.staplesrewards.com I11I11111111111 \ 111111111I11111111111111111111111111111111111 o 6 4 3 0 4 1 707 0 8 3 2 4 0 5 I t'? : . /I ~\ I'~~ v\ ,(/) i-'''' -:")' i. \ : i ,. \ J /' :). . oJ. ~:::.CvJ<-~ '" J'v.....2I\ l \ Available Credit: $12,589.00 Credit Limit: $20.000.00 ~~.I}.!~.tl.~.??,'!:D!.a=.,-,Lg!:l.~ $0.00 L.J Pay by .olpr 23, 2007 ~.~:_~:'!.~~~n.:\~.~: As of Mar 29, 2007 Last Payment Received: As of Apr 13, 2007 Vi~w St3tem<::nt: View with Adobe's free f"\crobat PDF Reader software. 8.25% (Prime + 0% ) USAA Debt Protection: .<.:_?_~~.~~~: 8.25% (Prime + 0% ) .~.~.r:!~!.~.9..A.~~.~.~~.i.~~~~.~.~.~ 04/25/2007 WAWA #269 Transaction Date Description 04/25/2007 2 SOUTH PENNELL RD Date Range and Transaction Type From: 03/27/2007:~ MM/DD/YYYY Transaction.;; frorn Nar TransClcti(),nOClte PQ~ting Dat~ V' 1 I p,pr 22, 2007 l~Pj" 22, 2C07 Apr 19, 2007 Apr 19, 2007 Apr 19,2007 ADi 19, 2007 Apr 18, 2007 Apr 18, 2007 Api 17, 2007 ;\pr 17, 2007 Apr 16, 2007 Apr 16, 2007 APi 16, 2007 Apr 16, 2007 Apr 16, 2007 Apr16,2007 Api 16, 2007 Api 16, 2001 Apr 16, 2007 Apr 16, 2007 Apr 16, 2007 Apr 16, 2007 Apr 16, 2007 Apr 16, 2007 Apr 16, 2007 Apr 16, 2007 Apr 14, 2007 Apr 14, 2007 Api 13, 2007 Api 13, 2007 Apr 12, 2007 Apr 12, 2007 Apr 10, 2007 ADil0, 2007 Apr 6, 2007 Apr 6, 2007 Apr 2, 2007 Apr 2, 2007 Apr 2, 2007 Apr 2, 2007 Apr 2, 2007 Apr 2, 2007 Mar 29, 2007 Mar 29, 2007 Printer-Friendly Version R Down~oad Account Activity To: 04/26/2007 :-..'1 MM/DD/VYYY Display: All .p~/.L""'1 . J. I $1,147,17 OJ/29/2007 Not Enrolled Privacy & Security Site lvlap FAQs Glossary Contact Us 'j"" ""- / , 2007 to Apr 26, 20D] l?esc:riptiClIl ;\UER j.iEj\lORIAL Hm'iE & C W ASlIPOST007219G41607 WASHPOST056143041507 EL Y ECHO PHlLA -NE'vVSPAPER AD THE PATRIOT-NEWS MACTI THE PATRIOT-NEWS i"lACTI POST NEWSWEEK NEWSPAPE LANCASTER NEWSPAPPER YOI! Copyright (E) 1997-2007, U5AA. All Rights Reserved. Amount $1.0G $1.00 I ~~ AIt10l!~~ ($193,00) u.e ,\; ($1,470,00) ($126.00) ($317.71) ($2,938,24) ($10.30) ($725.76 ) ($284.90) ($881.50) I ! I q/17 q/ ,/! ;' t-r "',' _' \.f/ J r I HOrvlE. SPEf: 504 \VCA)[:CREST D::JVE jI.~.E~HHA__"1CSnURG. PA 17G~O 71 :'-'7 51-73 ':=~ . \o:2!':::J ~:;~~~~::!~~~::::::~ 80~::~ NAME ,~H io'" CITY, S~AJE, Z!~ TARGEHlESr~) ADDRESS i SERVICES PERFORMED I 0 INSPECTION I' o TRE~~MENT , 0" .; t. ',' /~.j CHENICALSUSED I I I I I / j;iI) :(r~j <,' I I I I I I ,1/' " '~'-.--'-\ /..'''\ . . ! SERVICE REPORT ~--, ;..., ,,~ , .) '-\ t i..) ,~) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TOMS, JAMES E FILE NUMBER 21 - 07 - W00420 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 MASTERCHARGE 1,982.89 2 ABC FUEL OIL CO 194.00 3 VERIZON 96.03 4 CINGULAR WIRELESS 37.00 5 WEST SHORE EMS 114.84 TOTAL (Also enter on Line 10, Recapitulation) 2,424.76 .EV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TOMS, JAMES E I FILE NUMBER 21 - 07 - W00420 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustee(s) I. TAXABLE DISTRIBUTIONS [include outright sfrousal aistributions, and ransfers under Sec. 9116 (a) (1.2)] 1 MARGARET P. TOMS Wife 125,356.23 923 WILL CLIFF DRIVE MECHANICSBURG PA 2 BARTON P.K. TOMS Son 111,135.19 150 STONEY BANK ROAD GLEN MILLS PA 19342 3 CAMERON C. TOMS Son 111.135.17 45495 BRAWA Y ST GREAT MILLS MD 20634 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 T P\X. IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NO~-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 EV-1514 EX+ (9-00) *' SCHEDULE K UFE ESTAlE,ANNUnY & TERM CERTAIN (Check Box 4 on Rev-1500 Cover Shee1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TOMS, JAMES E I FILE NUMBER 21 - 07 - W00420 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 on or after 5-1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. ~ Will 0 Intervivos Deed of Trust 0 Other ~R.Es"K@~<ttffi~TIa~; -i':i "",'~~"'''''j,~_~",;'''i -j,,:,:,"_',::t >'1:- ,:~~,;,/::::~",;.~~:;."ji,,~''''{ :;:,: n'_ 'i',.~- - ',.' ,.,,;:,,,-<;,,,,,, _ ".:..:U' NAME(S) OF TERM OF YEARS LIFE ESTATE IS NEAREST AGE AT LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH PAYABLE MARGARET TOMS 08/14/1928 79 ~ Life or o Term of Years o Life or o Term of Years o Life or D Term of Years o Life or o Term of Years 1. Value of fund from which life estate is payable $ 145,395.84 2. Actuarial factor per appropriate table .45357 Interest table rate - 031120/0 060/0 ~ 100/0 o Variable Rate 45.357% 3. Value of life estate (Line 1 multiplied by Line 2) $ 65,947.19 AME( ) F NEAREST AGE AT ANNUITANTS DATE OF BIRTH DATE OF DEATH PAYABLE o Life or o Term of Years D Life or o Term of Years o Life or o Term of Years o Life or o Term of Years N S 0 TERM OF YEARS ANNUITY IS 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 Hi-weekly (26) o Semi-annually (2) 0 Annually (1) 3. Amount of payout per period 4. Aggregate annual payment. Line 2 multiplied by Line 3 o Monthly (12) 0 Quarterly (4) D Other 0.00 5. Annuity Factor (see instructions) Interest table rate - 031120/0 060/0 D 10% 0 Variable Rate 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 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, 15, 16, 17 and 18. ESTATE OF JAMES E. TOMS FORM REV-1500 PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER 21-07-W SCHEDULE K LIFE ESTATE CALCULATION 1. VALUE OF FUND TRUST 1/2 OF HOUSE VALUE #3 SCHEDULE E NAVY FUC #1-7 SCHEDULE B STOCKS TOTAL $89,005.00 21,066.13 35,324.71 145,395.84 TAX COMPUTATION TOTAL MARGARET BARTON CAMERON TRUST 145,395.84 72,697.92 36,348.96 36,348.96 CIGTIZENS ACCTS 12,599.11 6,299.55 6,299.56 IRA & ANNUITY 10,177.38 5,088.69 50,188.69 30,753.49 15,376.74 15,376.75 5,254.74 5,254.74 158,547.83 52,849.28 52,849.28 52,849.27 TOTAL 362,728.39 130,801.94 115,963.22 115,963.23 % 100.00 36.06 31.97 31.97 TOTAL DEDUCTIONS 15,101.80 5,445.71 4,828.05 4,828.04 NET TAXABLE ESTATE 347,626.59 125,356.23 111,135.17 111 ,135.19 LAST WILL AND TESTAMENT OF JAMES EDWIN TOMS I, JAMES EDWIN TOMS, Captain, U.S. Navy (Retired) am a resident ofCumberIand County, Commonweaith of Pennsylvania, which I hereby declare to be my place of legal domicile. I further declare that I was married to Margaret Pasquarella Porr Toms in a ceremony on June i 9, 1998. ThIs wedding was preceded by a prenuptlai agreement executed on June i 0, i 998. I being of sound and disposing mind and memory, hereby make, publish, and declare this to be my Last will. and. Testament, hereby revoking all wills and codIcils previously made by me. I have two sons, Cameron Carmichael Toms and Barton Porter Knight Toms, born of my first marriage. Margaret has two J~nghters and a son, Lmda Porr Sweeney, Carolyn. Porr and Robert Porr, born of her first marriage. ARTICLE I All of my just debts, which are legally enforceable, shall be paid out of my estate as soon as practicable. ARTICLE II In accordance with the terms of our prenuptlai agreement Margaret and I are owners as Tenants in Common of our home at 923. WillcliffDrive, Mechanicsburg, Pennsylvania. Also in accordance with that agreement I hereby establish a Trust to accept my share of the said marital home for the benefit of my wife, Margaret, so long as she survives me and chooses to occupy the residence that trust to he 8cimini~ered. in accordance with our pre-nuptial agreement. So iong as she survives and chooses to occupy the residence she shall be responsible for all expenses related to the malntenance and. upkeep of the residence including, without llmItat1on: utilities; repairs; real estate taxes; and insurance premiums. At such time as Margaretno longer occupies our home at 923 wliiciIff'Drlve, the house shall he piaced on the market and sold at the price that the trustees deem appropriate. Half the proceeds shall be distributed to my wife, Margaret or in accordance with my wife, Margaret's wiii.. The other bait shall be distn~uted as follows: Fifty percent to my son, Cameron Carmichael Toms, and fifty percent to my son, Barton Porter Knight Toms. In the event that either son does not survive at the time this trust property is distributed it shall be . ibuted as set forth below. mtf SJJe._ Page 1 of4 ARTICLE ill Margaret and I own our furniture and household e1fucts as tenants by the entirety. ARTICLE IV My equity shares in dividend reinvestment programs and my accounts in Mellon Bank and the Navy Federai credIt union, willch I hoid at the time of my death, shall be managed by my Trustee and used as necessary in admini!'tering the Trust of923 WillcliffDrive.. When that Trust is dissolved the remainder of these assets shall be distributed in accordance with Article V, below.. ARTICLE V If my sons, Cameron Cart11lchaei Toms and Barton Porter KnIght Toms, are living at the time of my death, I give, devise, and bequeath the rest, residue and remainder of my estate equally to those two SODS. If either of them shouid predecease me, then I give the share of any such deceased child to his issue, him surviving, per stirpes, and if either of my sons should so die without ieavlng lssue survlvlng hIm, then his share shall go to my child surviving him, or to his surviving issue, the issue of a deceased taking the share of the deceased parent, per stirpes. In the event none oftbese survive me, then to my wife, Margaret. In the event no such mdlvlduais are then living, then to the children of Linda Porr Sweeney, Margaret, Joseph, and John, or the . - survivors among them. At the time of distribution of the proceeds of sale of the property at 923 WtllcliffDrive the same provisions apply in the event that one or both of my SODS no longer survives. Article VI wherever m tbls, my Last will. and Testament, It is provided that any person sbail benefit hereunder if such person shall survive me, such person shall be deemed not to have survived me if he or she shall die within thirty (30) days after my death.. Article vn Aii estate, inher1tance, transfer, iegacy, succession or other similar taxes and duties, and any interest and penalties thereon, payable on any property which is devised or bequeathed under the "- provisions oftlrls, my wID, or on any other property which shail constitute a taxabie part ofmy estate, whether or not passing under this will, shall be paid out of the principal of my reSiduary estate as an expense of admin1strat1on and without apportionment, deduction of reim ursements therefor, and without adjustments among the residuary beneficiaries. ~ Page 2 of4 Article VllI I authorize and empower my Executors of the Will and the successors in office, and the Trustee or successors appointed hereunder, wIthout posting bond or surety, and without order of or report to, or authorization of any court, to sell, convey, mortgage, lease, reinvest, exchange, manage, contro~ or otherwlse deai with any and aU property comprising my estate. Further, my Executors and successors in office, and Trustee and successor in office, shall be empowered to empioy and reasonahiy compensate any persons reasonabiy necessary to render asslstance in carrying out the duties of Trustee and of Executor, including the requirements, if any, of ancillary admimstratlon. My Executors and Trustee and successors in office shall have the power to compromise, adjust, and settle any claims by or against my estate upon such terms as are deemed advisable, and to make dlstrlbution under thls will in klnd or money, or partly in kind and partly in money. My Trustee for the property at 923 WillcliffDrive shall be governed by the provisions of Section i3.4 o/the Prenuptlai Agreement mentioned above. The powers enumerated in this Article are not intended and shall not be construed in any respect as limitation of any powers conferred upon my Executor or Trustee and the successors in office by law, but are intended and shall be construed as in addition thereto. Article IX I hereby nominate, constitute, and appoint my wife, Margaret, and my son, Barton Porter KnIght Toms, of Lansdowne, Deiaware County, Pennsyivania, as Co-Executors oltiUs, my Last Will and Testament, and I appoint my son Barton as Trustee of the Trust herein created. Should Barton for any reason :fiUi or cease to act as Executor or Trustee hereunder, then and. thereafter I nominate, constitute, and appoint as successor Executor and/or trustee hereunder, my son, Came~ n C. Toms ofLexmgton Park, 8t Mary's County, Maryiand. ~ Page 3 of4 IN WITNESS WHEREOF, I have hereunto set my hand and seal this dS"'ffdaY of arofXi- 2001, This will, consisting of four pages, lnciusive olthis page, was SIGNED, SEALED, PUBLISHED AND DECLARED by JAMES EDWIN TOMS, the above named Testator as his Last will and Testament m the Joint presence of us, who in his presence and in the presence of each other, have hereunto subscnOed our signatures as witnesses this ~5'B.daY ofC't!~J~\- ~ D 7S6: eSlllingat Jb tj H19le t>/'r..lL c7 - f ; -; !Ju; Ii '1) S jJ/';"S -l f fJ.. ~~~ n~at ~~~~~~l~Y PA 17036 -(f I (page 4 of 4 pages) SELF-PROVING CERTIFICATE Commonwealth of Pennsylvania) County of Y ol!.K ) 8efore me. the undersigned authorityl> on this~gjIllx..~ :r d V\ 1\ t'.. F (\. t' 'l- . ~ and \ v-e (( known to me to be the Testator and witnesses. respectiveIyl> whose names are signed to the attached or foregoing . ~ and all of these persons being first duly sw~ the Testator declared to me and to the WItnesses in my presence that said instrument is his LAST WILL AND TESTAMENT and that be had wiDingly signed the same and executed it in the presence of the said witnesses as his free and voluntaly act for the purposes therein expressed; that said witnesses stated before me that the foregoing WILL was executed and acknowledged by the Testator as his Last Will and Testament in the presence of said W'ttnesses WOOl> in his presence and at his requ~ and in the presence of each other, did subscribe their names thereto as attesting Witnesses on the day of the date of the said wi1I, and that the Testaior~ at the time of the execution of said will, was over the age of 18 years and of sound and disposing mind and memory_ , \ WITNESS (l ~tr Subscn"bed, sworn and acknowledged before ~by JAMES EDWIN TOMS ..J~e Testator, ~ r"t.~ i:). Fr:t~ and ~r~ m. KO\/,tbeWrtheSses,this day of (h:1Vf'il:= i!- I dro I - I I ~C~ NOTAR PUBLIC . . My Commission expires: NOv. /0) 6>-00 { _..-;r _ ~ ... --... .... ," - . ,.~ - --- - -- - Notaria\ Sea' . Kim c. Guyer. Notary PU~~ FaiNiew Twp.. ~ork Cou 1 0 2001 My Commission Expires NoV. . . ember. PennSylvania Association of NotaneS :-~ -.-=-:- :::-:" - ..-" - ...- ..::::-..... *-- -.. ::- .- ~. ':- :::--:;:~:~:::>' :3 PRENUPTIAL AGREEMENT MADE AND CONCLUDED this \d\'\ day of j\1v'\'~ , 1998, by and between MARGARET P. PORR of811 Carol Circle New Cumberland, PA 17070-1418, (hereinafter referred to as "Intended Wife"), and, JAMES EDWIN TOMS of 923 WillcliffDrive Mechanicsburg, PA, (hereinafter referred to as "Intended Husband.") WITNESSETH THAT WHEREAS, the: parties hereto desire to enter into the within Agreement in contemplation and consideration of their forthcoming marriage; and WHEREAS, each of the parties hereto has substantial property and income and each of them has a child or children by a previous marriage, as a result of which each desires to be able freely to dispose of his or her property during their respective lifetimes and by their respective Wills, and each therefore, desires to give up and surrender all rights which he or she might have in the property of the other as a result of the planned marriage. NOW, THEREFORE, KNOW ALL MEN AND WOMEN, that the parties hereto, intending to be legally bound hereby, do by these presents covenant and agree as follows: SECTION 1. Intended Wife does hereby covenant and agree that she has been fully advised and has full knowledge concerning the rights and property to which she would be entitled in the estate of Intended Husband after their marriage, during his lifetime, and in the event that she should survive him. SECTION 2. Intended Husband does hereby covenant and agree that he has been fully advised and has full knowledge concerning the rights and property to which he would be entitled in the estate of Intended Wife after their marriage, during her lifetime, and in the event that he should survive her. SECTION 3. Intended Husband does hereby acknowledge that Intended Wife has informed him prior to the execution of this Agreement, that a fair approximation of the value of the assets presently comprising her ~state is set forth in Exhibit" A" attached hereto and made a part hereof. SECTION 4. Intended Wife does hereby acknowledge that Intended Husband has informed her prior to the execution of this Agreement, that a fair approximation of the value of the assets presently comprising his estate is set forth in Exhibit "B" attached hereto and made a part hereof. SECTION 5. Each of the parties hereto does hereby acknowledge that she or he is fully aware of the fact that the value of the respective estates of the parties hereto as set forth in the attached Exhibits "A" and "B," are estimates only and each of the parties does hereby declare that this Agreement would be executed by him or her regardless of the size of the estate of the other party hereto. SECTION 6. Intended Wife does hereby agree that in the event of her marriage to Intended Husband, she hereby waives and releases all her right and interest, statutory or otherwise, including but not limited to dower, widow's allowance, family exemption, statutory allowance, distribution in intestacy, and the right of election to take against the Will of Intended Husband as the wife, widow, heir, next of kin or distributee of Intended Husband in his property, owned by him at the time of the execution of this Agreement or acquired by him at any time hereafter, and in his estate, upon his death, other than the property rights as are created and agreed upon und~r this Agreement. SECTION 7. Intended Husband does hereby agree that in the event of his marriage to Intended Wife, he hereby waives and releases all his right and interest, statutory or otherwise, including but not limited to curtesy, widower's allowance, family exemption, statutory allowance, distribution in intestacy, and the right of election to take against the Will. of Intended Wife as husband, widower, heir, next of kin or distributee of Intended Wife in her property, owned by her at the time of the execution of this Agreement or acquired by her at any time hereafter, and in her estate, upon her death, other than the property rights as are created and agreed upon under this Agreement. SECTION 8. Each of the parties hereto, in the event of their marriage to each other, shall have the absolute right to manage, dispose of, or otherwise deal with any property now separately owned, or hereafter separately acquired, in any manner whatsoever. In order to make this provision effective, each of the parties hereto does agree that in the event that his or her signature shall be necessary on any document in order to transfer title to any asset separately held by either party at any time hereafter, the party whose signature is so required shall sign, acknowledge, and deliver such document, without the receipt of any consideration therefor, at the request of the other party. SECTION 9. Each of the parties hereto does specifically waive all rights to any incidents or benefits connected with or accumulated through the other's employment. Intended Husband hereby relinquishes any rights to any pension plan, profit-sharing plan, or other retirement benefit, whether tax qualified or nonqualified, available to Intended Wife. Intended Wife hereby relinquishes any rights to any pension plan, profit-sharing plan, or other retirement benefit, whether tax qualified or nonqualified, available to Intended Husband. Either party shall, upon request of the other or his or her personal representative(s), consent to any beneficiary designations or other directives executed by the other party with respect to the payment of benefits from any retirement, pension, profit-sharing, or other plan governed by the Employee Retirement Income Security Act of 1974, as amended. SECTION 10. Neither party to this Agreement shall be responsible for any debts incurred by the other party prior to the date of the marriage. Any such debt shall remain the sole and separate obligation of the party who incurred the debt. Liabilities of each party are reflected in exhibits "A" and "B" respectively. Similarly, all debts and obligations incurred by either party subsequent to the marriage shall be and remain the sole and separate obligation of the party who incurred the debt, unless the debt is incurred for an item that is necessary for the ordinary care and maintenance of both parties and of the marital household, or unless the other party agrees in writing to assume joint liability for the debt. SECTION 11. Each of the parties hereto agrees that in the event that he or she should survive the other, he or she will, upon the request of the personal representative of the estate of the deceased party, execute and file an election to take under the Will of the deceased party . SECTION 12. Each of the parties hereto does hereby specifically waive the right to take out Letters of Administration in the estate of, or otherwise become the personal representative of the estate of the other. SECTION 13. 13.1 The parties agree that all property presently owned by either of them or acquired by either of them hereafter of whatsoever nature and wheresoever located and all income derived therefrom and all increases in the value thereof, shall be and remain their separate property. The parties agree that at no time during their relationship shall there be any transmutation of any of their separate property interests into jointly owned property, except by an express written agreement of transmutation. The following events shall not be evidence of any intention by either party or an agreement between the parties to transmute their separate property interests into jointly owned property or to transmute their separate income into joint income: 13.1.1 the filing of joint tax returns of any kind; 13.1.2 the designation of one party by the other as a beneficiary of his or her estate; 13.1.3 the co-mingling by one party of his or her separate funds or property with jointly owned funds or property or with separate funds or property of the other party; 13.1.4 any oral statement or promise by either party; 13.1.5 any written statement by either party other than the express written agreement of transmutation or a deed expressly referring to an agreement of husband and wife to transmute property previously owned separately; 13.1.6 the payment from jointly held or separately held funds of any separate obligation, including but not limited to the payment of mortgage installments, interest Of real property taxes on a separately owned residence or other separately owned real estate or personal property; 13.1.7 the joint occupation ofa separately owned or leased residence. 13.2 The foregoing notwithstanding, the parties may establish a joint checking account for the purpose of facilitating the management of expenditures associated with the maintenance of the marital household. That account may pass to the survivor of Intended Wife and Intended Husband if the balance in that account approximates one month's marital household expenditures. 13.3 The foregoing notwithstanding, the parties may, by schedule, as prepared and updated from time-to-time and endorsed by the parties, and referred to in the will of Intended Wife and the will of Intended Husband, treat certain identified household effects as tangible personal property owned as tenants by the entireties. 13.4 The foregoing notwithstanding, the parties may purchase a principal marital residence as tenants-in-common. With respect to that principal marital residence, each party shall grant the other, as survivor of Intended Wife and Intended Husband, preferably through the establishment of a testamentary or inter vivos trust, the right to occupy the principal marital residence as a residence for so long as the survivor chooses to occupy the residence. 13.4.1 The survivor, so long as he or she survives and chooses to occupy the residence, shall be responsible for all expenses related to the maintenance and upkeep of the residence including, without limitation: utilities; repairs; real estate taxes; and, insurance premiums. 13.4.2 The trustee, or other owner or remainder interest holder, shall be responsible for capital repairs and improvements and special assessments and may fmance such obligations, in trustee's or owner's sole discretion, through: a mortgage; rental charges to the survivor; an assessment against the survivor; or a combination thereof. SECTION 14. Notwithstanding the provisions of the Agreement, either party shall have the right to convey to the other any property or interest therein which may be lawfully conveyed or transferred during his or her lifetime or by Will or otherwise upon death, and neither party intends by this Agreement to lhnit or restrict in any way the right and power to receive any such transfer or conveyance from the other. SECTION 15. Each of the parties hereto specifically waives, relinquishes, and releases any and all rights, claims, or demands against the other and in the estate of the other for spousal support, alimony pendente lite, permanent alimony and the payment of court costs and counsel fees in the event of their separation or divorce. SECTION 16. In addition to the agreement of the parties hereto to execute conveyances upon the request of the other, as set forth in Section 8 of this Agreement, each party hereto shall, upon the request of the other, execute, acknowledge, and deliver any additional instruments that may reasonably be required to carry the intention of this Agreement into effect, including such instruments as may be required by the laws of any jurisdiction, now in effect or hereafter to be enacted, which may affect the property rights of the parties as between themselves or with others. SECTION 17. The consideration for this Agreement is the marriage contemplated by the parties and the mutual covenants herein contained. It shall take effect upon the solemnization of the marriage now contemplated by the parties to this Agreement. Each of the parties specifically agrees that despite the provisions of Section 2507(3) of the Probate, Estates and Fiduciaries code of Pennsylvania, or a similar provision under the laws of any other state, any Will executed by either of the parties before the marriage shall be fully effective according to its terms after the marnage. SECTION 18. If either party breaches any provision of this Agreement, the other party shall have the right, at his or her election, to either sue for damages for such breach, and the party breaching this contract shall be responsible for payment of legal fees and costs incurred by the other in successfully enforcing rights under this Agreement, or to seek such other remedies or relief as may be advisable to him or her. SECTION 19. This Agreement is executed in four originals of which this is original Number Four. Of the four originals only Number One and Number Two contain Exhibits "A" and "B." Number Three and Number Four are acknowledged by the parties hereto in order to permit recording. Of the four originals Intended Wife shall receive those numbered One and Three and Intended Husband shall receive those numbered Two and Four. It is specifically agreed by and between the parties hereto that neither original Number One nor original Number Two of this Agreement shall be recorded or filed in any public office in Pennsylvania or elsewhere, at any time prior to the death of one of the parties hereto. It is further agreed that Intended Wife may record or otherwise file original Number Three and that Intended Husband may record or otherwise file original Number Four, at any time, in any office for the recording of deeds or other filing office in Pennsylvania or elsewhere, and that all persons dealing with either of the parties hereto shall be entitled to consider originals Number Three and Four, as so filed or recorded without Exhibits "A" and "B" attached, as the entire Agreement between the parties hereto, and fully enforceable according to its terms, despite the absence of Exhibits "A" and "B." SECTION 20. The provisions of this Agreement and their legal effect are fully understood by the parties hereto, Intended Wife having had such provisions explained to her by Lawrence F. Hinnenkamp, Esquire and Intended Husband having had such provisions explained to him by Gene H. Anderson, Esquire. SECTION 21. This Agreement contains the entire understanding of the parties and no representations or promises have been made except as contained herein. SECTION 22. This Agreement shall be construed and governed in accordance with the laws of the Commonwealth of Pennsylvania. SECTION 23. This Agreement shall bind and inure to the benefit of the parties hereto and their respective heirs, personal representatives, and assigns, and shall be fully enforceable regardless of the reasonableness or unreasonableness of its provisions agreeably to the law as set forth in Simeone v. Simeone 525 Pa. 392,581 A.2d 162 (1990) whether or not said case has been distinguished, overruled or rendered ineffective by legislation. IN WITNESS WHEREOF, the parties hereto have signed these presents under seal, the day and year first above written. ~0~ .~ j" /I /-' f' 1'-,;lv MARG (SEAL) COMMONWEAL TH OF PENNSYLVANIA ) ) S8: COUNTY OF LANCASTER ) On this \ Crf\1 day of J Ut\ e . 19 -=ui before me, a Notary Public in and for the County of Lancaster and Commonwealth of Pennsylvania personally appeared, MARGARET P. PORR Intended Wife, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. ~a.,~~~~ ,rotary Pubhc --- -.;r-::r;....l"',;.~-;: -'~-'-- r---'"\ - -' -- NcMn~I~" .- -\ ~ les A. Cowan, Notary Pu~tZ il Lancaster, Lancaster Countt ~ (viv' Ccllilmissiori Expires Aug. 7. 2000 :i COMMONWEALTH OF PENNSYLVANIA ) ~-~n;i1~~>~ rannsy!vani~-Ass0GjatiDli-Di iiotalif~-- ) 88: COUNTY OF LANCASTER ) On this IOf'h day of JUt'\-€ , 19Cf8 before me, a Notary Public in and for the County of Lancaster and Commonwealth of Pennsylvania personally appeared, JAMES EDWIN TOMS, Intended Husband, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. ~~'~~~~-<--"1i r--- ~StselI J' ; . Noiaf)l ?c~.1'a I ~G A. (Cow'"d1. -~.. ;.... ,; ;:~\' \ .. ... 'l.flr..oa.st~r. La~q~:;-"i~;~-7 :'200r'.} . 1 ';\1y C(lmmlS:;1QD E"P'r...", l .!J~, _.~' Ii..- - - -. -. hro<" '..tion 01 Notanes . r....&ernber. ~\ennsy!\rama Mi"'OCla