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HomeMy WebLinkAbout04-15-08xev-i soo ex + rA-oo) COMMONWEALTH OF REV 15 0 0 OFFICIAL USE ONLY PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT - o ~ o ~ NOBER 1 - W . ~ r~, E DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z Susan L dia Harve 0 6 9-- 1- 4 - 6 4 ~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WRH THE w REGISTER OF WILLS V 12/29/2007 10/30/1918 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 0 ~ ~ 1.OriginalRetum ~ 2. SupplementalRetum ~ 3. RemainderRetum (dare of deathpriarol2.13-82) Q ~ a ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of death a8er rz-rz-e2) ~ 5. Federal Estate Tax Retum Required v a m QX 6. Decedent Died Testate IAGacn copy of wll) ~ 7. Decedent Maintained a Living Trust (Aaach copy orTrust) 0 8. Total Number of Safe Deposit Boxes a a ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date or death between tz•3~•st and ~-~•ss) ~ 11. Election to tax under Sec. 9113(A) (Attach scn o) THIS SECTION MUST BE COMF'CETED. ALL CORRESPONDENCE AN D CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: t- w NAME COMPLETE MAILING ADDRESS °z Jill M. Wineka Es uire n0. FIRM NAME (If Applicable) ~ Purcell Kru & Haller 1719 North Front S treet a TELEPHONE NUMBER 717 234-4178 Harrisbur PA 17102 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 26.46 0 I 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ° .__ y ~ ~ , ~~ 4. Mortgages & Notes Receivable (Schedule D) (4) ' ~ -'+c) ~? } C 5. Cash, Bank Depos'ds & Miscellaneous Personal Property (5) 553.32 - m -; t-~ : -y7 tJl (Schedule E) ''''S` t- C J O 6. Jointly Owned Property (Schedule F) (6) 37,497.93 r} ..~ t l ~ ~'~~ ~ _ ~~ f' ~ Separate Billing Requested ~ = N ~ ~- ~ ~, -,> 7 ~..,.,. l/h.n~ T.~neFnm 1L t,Aierclhnonne Nnn_Pmhatc PmnorN m ___ 260, 570.05 T ~ ~ ' H a Q V w (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (g) 298,647.76 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 29,107.53 10. Debts of Decedent, Mortlgage Liabilities, & Liens (Schedule I) (10) 2,276.55 11. Total Deductions (total Lines 9 & 10) (11) 31,384.08 12. Net Value of Estate (Line 8 minus Line 11) (12) 267,263.68 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 267,263.68 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z O 1- Q H a O V X Fa- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 0.00 X (15) 0.00 267,263.68 X .045 (18) 12,026.87 0.00 x .12 (17) 0.00 0.00 x .15 19. Tax Due 20. QX • ~• • ~ • • ~ • (18) 0.00 (19) 12,026.87 Decedent's Complete Address: STREET ADDRESS 940 Walnut Bottom Road CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1• Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 12.000.00 C. Discount 600.00 (1) 12,026.87 Total Credits (A + B +C) (2) 12,600.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 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 (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. (5B) Make Check Payable fo: REGISTER OF WILLS, AGENT 0.00 573.13 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ........................................................................... ^ X^ b. retain the right to designate who shall use the property transferred or its income : ........................................ ^ c. retain a reversionary interest; or ...................................................................................................... ^ X^ d. receive the promise for life of either payments, benefits or care? ............................................................. ^ X^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... X^ ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. Q ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of pn;parer other than the personal representative is based on all information of which preparer has any knowledge. r~ ` SIGNATURE OF P R N RESPQN~IBLE FfJ FI~TURN ~ /~ ! / ~ ADDRESS William Fi. Harvey, Exec'y~t~or, 303 Lafayette Drive, SIGNATURE.OF PREPARER OTHER ADDRESS Q Jill M. Wineka, Esquire, 1719 North Front Street, Harrisburg, PA 17102 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 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (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 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P,S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. DATE R'EV-1503 EX + (8-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ~~ ~~an Lydia Harvey 21 08 0101 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. .361 share of FirstEnergy Corp. @ $73.29/share 26.46 (See attached date of death value from Yahoo!Finance.) TOTAL (Also enter on line 2, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) ~2EV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Susan Lydia Harvey 21 08 0101 Include the proceeds of litgation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. United Health Care -refund 225.00 2. IAARP -refund 3. ~ Highmark -refund 4. Personal property -clothing (All of the Decedent's personal property, other than her clothes, had been sold or gifted to her family more than one year prior to her death. The Decedent was residing in a Nursing Home at the time of her death.) TOTAL (Also enter on line 5, Recapitulation) I ; (If more space is needed, insert additional sheets of the same size) 32.50 295.82 0.00 REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT EST FILE NUMBER Susan,~,ydia Harv~,y 21 08 0101 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVNING JOINT TENANT(S) NAME A. William H. Harvey B Agnes Schneider f/k/a Agnes B. Gallagher c JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 3/3/00 Wachovia Bank, N.A., Certificate of Deposit No. 2,798.50 50. 1,399.25 247412041075509 (See attached Statement.) 2. A. 1/20/98 823 shares of FirstEnergy Corp. stock @ $73.29/share 60,317.67 50. 30,158.84 (See attached document dated 1/20/1998 showing 823 shares of stock of Ohio Edison being exchanged for 823 shares of FirstEnergy Corp. stock and listing the co-owners as Decedent and her son, William H. Harvey. Also see date of death valuation from Yahoo!Finance) 3. B 6/6/66 Citizens Bank Checking Account No. 610065-154-8 11,879.68 50. 5,939.84 SCHEDULE F JOINTLY-OWNED PROPERTY ADDRESS TIONSHIP TO DECEDENT 303 Lafayette Drive ISon New Cumberland, PA 17070 2208 Valley Road I Daughter Marysville, PA 17053 TOTAL (Also enter on line 6, Recapitulation) I 3 37,497.93 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY FILE NUMBER Susan Lydia Harvey 21 08 0101 This schedule must be completed and filed 'rf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OFIRANSFERATfACHACOPYOFTHEDEEDFORREALESTATE DATE OF DEATH VALUE OF ASSET °~ OF DECD'S INTEREST EXCLUSION (IFAPPLICASLE) TAXABLE VALUE 1. Citizens Investment Services Acct. No. L7C031887, 252,718.15 100. 252,718.15 27222 shares @ $9.2836/share (See attached Statement.) 2. Citizens Bank Checking Acct. No. 621819-047-5 10,851.90 100. 3,000.00 7,851.90 The Account was created within one year of the Decedent's death on 1/26/2007, at which time the Decedent placed the name of her daughter, Agnes Schneider f/k/a Agnes B. Gallagher on the Account. (See attached Statement.) TOTAL (Also enter on line 7 Recapitulation) I S 260,570.05 (If more space is needed, insert additional sheets of the same size) EV-1511 FJC + (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8r INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ~~san~ydia Harvey 21 08 0101 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Neill Funeral Home -funeral bill 10,713.55 2. Rolling Green Cemetery -fee to open grave site 240.00 3. Fire Mountain Hot Off the Grill Restaurant -post-funeral luncheon 257.40 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) William H. Harvey 8,900.00 Social Security Numtrer(s)IEIN Number of Personal Representative(s) 191-40-7922 street Address 303 Lafayette Drive city New Cumberland State PA zip 17070 Years} Commission Paid: Not Vet paid 2, AttomeyFees Purcell, Krug & Haller 8,000.00 3, Family Exempfwn: (If decedents address is not the same as claimant's, attach explanation) Claimant SVeet Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 325.00 5 Accountant's Fees Samuel Thuma, CPA 325.00 6. Tax Retum Preparer's Fees 7. Register of Wills -automation fee, JCP fee, Short Certificates 47.00 8. Cumberland Law Journal -advertising 75.00 9. The Sentinel -advertising 174.58 10. Register of Wills - PA Inheritance Tax Return filing fee 15.00 11. Register of Wills -Family Settlement Agreement filing fee 20.00 12. Register of Wills -Fee to file Inventory 15.00 TOTAL (Also enter on line 9, Recapitulation) ~ 28.107.53 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-96) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, IN RESIDENTEDECEDENTRN MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Susan Lydia Harvey 21 08 0101 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MCHS Carlisle -nursing home expenses 2,064.00 2. American Diagnostics Services, Inc. -medical expenses 3. ~PA Department of Revenue - 2007 Income Taxes 5.55 207.00 TOTAL (Also enter on line 10, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) RSV-1513 EX + (9-~~ SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER nL i H ' RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Agnes Schneider f/k/a Agnes B. Gallagher Lineal 2208 Valley Road 1/4 share of residuary Marysville, PA 17053 estate 2. Lillian F. Hall Lineal 2911 Plyers Mill Road 114 share of residuary Silver Spring, MD 20902 estate 3. Paul B. Harvey, Jr. Lineal 12010 Alston Drive 1/4 share of residuary Meadow Place, TX 77477 estate 4. William H. Harvey Lineal 303 Lafayette Drive 1/4 share of residuary New Cumberland, PA 17070 estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, AS APPROPRIATE, ON REV-1500 COVER SHEET jj, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) IN RE: IN THE COURT OF COMMON PLEAS CUMBERLAND CO., PENNSYLVANIA ESTATE OF SUSAN LYDIA HARVEY, :ORPHANS' COURT DIVISION DECEASED NO. 21-08-0101 TABLE OF CONTENTS 1. Last Will and Testament of Susan Lydia Harvey dated July 9, 1980; 2. Yahoo date of death value for FirstEnergy Corp. stock as of December 29, 2007; 3. Wachovia Bank Statement dated February 6, 2008 providing date of death balance of Decedent's Certificate of Deposit; 4. Citizens Bank Statement providing date of death balance of Decedent's joint account co-owned at death with her daughter, Agnes Schneider f/k/a Agnes B. Gallagher; 5. Document dated January 20, 1998 showing 823 shares of Ohio Edison Common Stock being exchanged for 823 shares of FirstEnergy Corp. stock, with ownership being in the names of the Decedent and her son, William H. Harvey as joint owners; 6. Citizens Investment Services Statement dated February 28, 2008 providing date of death balance of Decedent's account, which was payable on death to her four children; 7. Citizens Bank Statement providing date of death balance of Decedent's joint account co-owned at death with her daughter, Agnes Schneider f/k/a Agnes B. Gallagher, which account was created within one year of the Decedent's death. LAST WILL AND TESTAMENT OF SUSAN LYDIA HARVEY I, SUSAN LYDIA HARVEY, a resident of Camp Hill, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all wills and codicils heretofore made by me. ITEM I: I direct that all of my just debts, funeral ex- penses and last medical expenses shall be paid from the assets of my estate as soon as practicable after my decease. ITEM II: All federal, state and other death taxes payable) because of my death with respect to the property forming my gross '~, estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administra- tion of my estate and shall be paid out of the residue of my estate without apportionment or right of reimbursement. ITEP4 III: I give, devise and bequeath to my son, William A. Harvey, of New Cumberland, Pennsylvania, my antique wooden cabinet containing stuffed birds of England, my Seton clock, and my bronzed table oil lamp. ITEM IV: I give, devise and bequeath to my daughter, Agnes B. Gallagher, of Middletown, Pennsylvania, my oil painting by William Rohrbeck of a woman holding a child, and my maple secretary desk. ITELZ V: I grant to my children (1) William H. Harvey, (2) Agnes B. Gallagher, or (3) Paul B. Harvey, Jr., in order of preference, the option to purchase the residence and adjacent lot at 3454 Green Street, Camp Hill, Cumberland County, Pennsyl- vania, at a price equal to the appraised value at the date of my death. Said option shall accrue to William H. Harvey as of the first day of the fourth week after my decease, and to each child thereafter, in order of preference as indicated, upon either lapse or release of said option by the previous child. Each respective child, having the option, shall exercise same within four (4) weeks of accrual by written notice directed to my executor. In the event said option is not exercised, said residence and lot shall pass as a part of my residuary estate. ITEM VI: I direct that any loans which I have made to my children, whether they are evidenced by mortgage, note or other form of indebtedness, shall be considered as an asset of my estate sand deducted from their respective shares. ITEM VII: All of the rest, residue and remainder of my estate I bequeath in equal shares to my four children ,. William H. Harvey, Agnes B. Gallagher, Lillian F. Hal_1, of Edgewater, Maryland, and Paul B. Harvey, Jr., of Camp Hill, Pennsylvania, or their issue, per stirpes, share and share alike. Provided, that should any child or children predecease me leaving no such issue, I give, devise and bequeath the share of that child or children to my other child or children, or their issue, per stirpes. -2- ITEM VIII: I appoint my son, William H. Harvey, Executor of this my Last Will and Testament. Should my son, William H. Harvey, fail to qualify or cease to act as Executor, I appoint my son, Paul B. Harvey, Jr., Executor of this my Last Will and Testament. ITEM IX: I direct that my Executor, and his successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEP4 X: I direct that my personal representative employ John W. Purcell, Jr., as attorney for my estate. This provision is made solely at my request and without urging or suggestion by the said John W. Purcell, Jr. IN WITNESS WHEREOF, I have hereunto set my hand and seal thi s ~ ~i day of July.,. 19 80 . ~- ~r. ~ <uz ( SEAL ) SUSAN LYDIA HAR Y The preceding instrument, consisting of this and two other typewritten pages, was on the date thereof signed, published and declared by SUSAN LYDIA HARVEY, the testatrix therein named, as ~ and for her last will, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribe our names as witnesses hereto. Residing at ~. i F ~~~~ ~~ / ~'G-.~f'~~~~ ~ ~ ~ `1 '~ ~'t-~-i.~~ Residing at --~ ~ ) r ... .w.nr COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF DAUPHIN WE, SUSAN LYDIA HARVEY ,~~ ~~ and ~~~'r--~~~- ~.~'1~'~~'z'~~ , the testatrix and the witnesses, respectively, whose names are signed to the attached or fore- going instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will, and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witnesses and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ;"; ~% estatrix ~- Wi ness t ' ~~ ~ ~ ~. Witness Subscribed, sworn to and acknowledged before me by SUSAN LYDIA HARVEY, the testatrix, and subscribed and sworn to before me by Pamela Howerter and Kathleen Sharrow witnesses, this 9th day of JnY..-; 19 8Q. . _4~ Notes ~•'9~FE, 1~d:ta~y Pub6t HI Cam:^».:_~;. ~:pius. S~;;tea~sr 4, f981 -cst;; My Commission xptrry~s : i~uahia County E: Historical Prices for FIRSTEI~TERGY CP -Yahoo! Finance Yafioo! My8lebooi',' jMaMeailo~ign Out ;Help --_ ~ r -------------------- ~`We~ Search - _._.: Dow • 0.41% Nasdaq • 0.62% http://finance.yahoo.com/q/hp?s=FE&a=11 &b=27&c=20078id=11 ~... ,.., - GgT p~p~ Finance Search Firstenergy Corp. (FE) At 9:43AM ET: 70.77 t 0.80 (1.14°/a) t I ~ No maintenance fees. F Historical Prices SET DATE RANGE .# FIDE ,~ E~7itllb'~`5e`c "GTu fly Get Historical Prices for: r- ~O ADVERTISEMENT wed, Feb 6, 2008, 1o:0aAM ET - U.S. Markets close in Shrs 56mins. r-- ~ ~ Eg. ]an 1, ~ Daily Start Date: ~ Dec ~ 7 007 20U3 ~, Weekly End Date: Dec 27 007 r Monthly (~ Dividends Only Get Prices PRICES First ~ Prev ~ Next ~ Last Date Open High Low Close Volume Adj Close` 27-Dec-07 73.53 73.90 72.68 72.77 861,500 72.23 Close price adjusted for dividends and splits. First ~ Prev ~ Next ~ Last rY' Download To Spreadsheet Add to Portfolio ~ Set Alert ~ Email to a Friend Get Historical Prices for Another Symbol: ~- -GD` Svmbol Lookup 1 of 2 2/6/2008 10:09 AP Reference ID: 2330692 Wachovia Bank N.A. Balance Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 February 6, 2008 PURCELL KRUG & HALLER ATTN: JILL M WINEKA LAW OFFICES 1719 NORTH FRONT STREET HARRISBURG, PA 17102-2392 SUBTECT: Verification /Confirmation of Account and Balance Information provided for: Customer: SUSAN LYDIA HARVEY (SSN# ~~-XX-648 Date of Death: December 29, 2007 Deposit Account Information Account Account Date ofDeath Average Date Maturity Interest Accrued YID Date Type Number Balance Balance' Opened Date Rate Interest Interest Paid Closed CERTIFICATE OF 509 52,798.50 3/3/2000 3/32008 Sti.04 S79.58 DEPOSIT LEGAL TITLE: SUSANLHARVEY WII.LIAM H HARVEY Reference ID: 2330692 ~i~".~-T~FIA Date of death balance does not include accrued interest. ` If date of death cecurrs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period, ;sue Jennifer Straub Servicenter Associate Phone: (540)563-7323 ~; >s X2008 15:0? ~~ ~~~~~~s ~~~~t~~ hd0.4 ~'7 D003 Account Number 610065158 Account Title SUSAN LYDIA HARVEY OR AGNES SCHNEIDER Date O ened 6/6/1966 Account T e Checkin Princi al Balance as of DOD $11379.68 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $11879.68 YTD Interest to DOD $ .00 SUSAN L HARVEY 8 WILLIAM H HARVEY JT TEN 3454 GREEN STREET CAMP HILL PA 17011-4419 Transaction Advice Exchange of Ohio Edison Common Stock Company Number: 2471 Issue Number: 10 O 1 Shares Exchange Presented Rate Scan Number: 030100095 Account Number: 0 0 0 6 7486 85 Shares Issued 823 1.000000 823 Entitlement Option STOCK CERTIFICATE Date: O 1/ Z O/ 9 8 1 If you have a question about your account or require assistance, please write to Investor Services at the following address: FirstEnergy Corp., Investor Services, 76 S. Main Street, Akron, OH 44308-1890. ~.--- Or call Investor Services between the hours of 8 a.m, and 4:30 p.m., Eastern time, Monda ugh Friday, a he following toll- free number which is valid in the United States, Canada, Puerto Rico and ftie Virgin Isl s: {800) 736-3402. -RVEY SUSL104 -~~~~~ SUSAN L HARVEY 8 WILLIAM H HARVEY JT TEN 3454 GREEN STREET CAMP HILL PA 17011-4419 g~~~~~ Investsment Services February 28, 2008 Purcell, Krug & Haller Attn: Jill Wineka 1719 North Front St. Harrisburg, PA 17102-2392 RE: Account Number: L7C031887 Registration: SUSAN L HARVEY Dear Attorney Wineka: 1200 Hancock Street Ouincy, MA 02169 I am writing with regard to your recent request for the above referenced account. Please extend our condolences to the family of Susan Harvey. I am providing a summary of Ms. Harvey's account in the table below as of the close of business on December 29, 2007 as you requested. Fund Number of Shares Share Price Value of P,ccount FTICEX-Strategic Income Plus 27222 $9.2836 $252 718.15 Closed-End, 4 , Should you have any questions, please call our Customer Service Group at 1-800-942-8300. We are available Monday through Friday, 8:00 a.m. to 6:00 p.m. We will be happy to assist you. Sincerely, Erica Haworth Operations Specialist Securities and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 53 State Street, M65770, Boston MA 02109. (800) 942-8300. Insurance products offered through CCO Investment Services Corp. In Massachusetts, insurance is offered through Citizens Financial Services Insurance Agency. In New York, insurance is offered through Citizens Insurance Agency of New York, Inc. CCO Investment Services Corp., Citizens Financial Services Insurance Agency and Citizens Insurance A en of New York, Inc. are affiliates of RBS Citizens, N.A. Tti RBS Securities and Insurance Products are: • NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE NOT A DEPOSIT • NOTINSUREDBYANYFEDERALGOVERNMENTAGENCY __ ~2~0l3 15:07 ~~ ~~~~~~~ ~~r~,~ ~~ Account Number 621819047 Account Title SUSAN I,YDIA HAR~V'EY OR AGNES SCHNEIDER Date O ened 1/26/2007 Account T e Checkin Princi al Balance as of DOD $10744.10 Interest from Last Postin to DOD $ ,p0 Account $alance as of DOD $10744.10 YTD Interest to DOD $107.80 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION INVENTORY Estate of Susan Lydia Harvey No. 21 also known as Deceased Date of Death 12/29/2007 Social Security No. 069-14-64 ca t7 ~-' =`' _., _ ~ ~ C, '~~~, t1'I ~ •,~3 i ~ ' - .. .. ~ ~ '~ -a _. -71 -...f ~:r~ ~ _ I-i .L_ Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory incldde~all of theme ~-= personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, ttia~hs{valuation•' f,,~,. C-> placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that D~edent owned ' ~' .... real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/V1fe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Jill M. Wineka, Esquire I.D. No.: 58802 Address: 1719 North Front Street Harrisburg, PA 17102 Telephone: (717) 234-4178 Description 361 share of FirstEnergy Corp. @ $73.29/share United Health Care -refund AARP -refund Highmark -refund (Attach Additional Sheets if necessary) William H.rH~arvey, Executor Dated Z /~ ~/d Total 579.78 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. 08 0101 Value 26.46 225.00 32.50 295.82 RW-4 s ., 1 LAW OFFICES Purcell, Krug ~ Haller HOWARD B.KRUG 1719 NORTH FRONT STREET LEON P.HALLER HARRISBURG, PENNSYLVANIA 17102-2392 JOHN W.PURCELLJR. TELEPHONE (717) 234-4178 JILL M. WINEKA FAX (717) 783-4939 NICHOLE M. STACEY O'GORMAN LISA A. RYNARD April 14, 2008 Register of Wills Cumberland County Court House Carlisle, PA 17013 Re: Estate of Susan Lydia Harvey No. 2008-00101 Dear Register of Wills: HERSHEY (717) 533-3836 JOSEPH NISSLEY (1910-1982) JOHN W.PURCELL VALERIE A. GUNN Oj Counsel Enclosed please find two original Pennsylvania Inheritance Tax Returns, along with two copies. I am also enclosing an original and two copies of the Inventory. I am also enclosing a check in the amount of $30.00 as payment of the fees to file the Inheritance Tax Return and the Inventory for the Estate of Susan Lydia Harvey. Please provide me with two date-stamped copies of the Inheritance Tax Return and two date-stamped copies of the Inventory. For your convenience, I am enclosing a stamped, self-addressed envelope. Sincerely, ~~1• ' I M. Wineka JMW/bas nQ ~ . Enclosures ;~ ~ - ;`'`; '~ ~ ~ r.. ~:~ -- v ~, ~ ~; cc: William H. Harvey, Exec. w/o enc. ~: { ;~ ~., , ~; ` ti,, _ ~: _~ 'ZI _.T, ~ .~...~ '-'-I ~ f _. 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