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Home My WebLink About04-24-08 -.J REV-1500 EX(06-05) PA Department of Revenue Bureau of Indi..,;dual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 15[]56[]41158 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year 21 07 File Number 1075 577-14-3542 10202007 Date of Birth 09251910 Decedent's Last Name SuffIX Decedent's First Name PYKE HAROLD MI L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW []] 1 . Original Return o 4. Limited Estate []] 6. Decedent Died Testate (Attach Copy of Will) o 9. Litigation Proceeds Received Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust (Attach Copy of Trust) Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SEcnC>>il MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number o 2. 04a. 07. 010. 5. Federal Estate Tax Return Required Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 8. Total Number of Safe Deposit Boxes JEFFREY A. ERNICO, ESQUIRE 717-232-5000 Firm Name (If Applicable) City or Post Office State ZIP Code REGISTER OF ~LS USE ONL g ~ 0 c::o =~~ ::0 )> ',::2"'"0 -0 --i-) :I P :::0 -~-- ~!;: m N ..,!~ CI)~ +:- ~~=:~~ S ~ -0 (_J "- :Jt ':0 - OAT teb ~ METTE, EVANS & WOODSIDE ~,'> First line of address 3401 NORTH FRONT STREET Second line of address PO BOX 5950 HARRISBURG PA 17110-0950 +:- \.0 Correspondent's e-mail address: J A ERN I C 0 OJ MET T E · COM Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the pe representative is 0" information of which preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN CAROLYN L. MANN, EXECUTRIX ADDRESS 723 SINCLAIR ROAD SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE JEFFREY A. ERNICO, ESQUIRE ADDRESS 3401 N. FRONT STREET, PO BOX 5950 HARRISBURG, PA 17110-0950 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15[]56[]41158 6M4647 3.000 15[]56[]41158 -.J~ --' 15056042159 REV-1500 EX Decedent's NameP V I( E RECAPITULATION HAROLD 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2. Stocks and Bonds (Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C). . . . . . 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E). . . . . . . . 5. 6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . . . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D 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) ............. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un.sler Sec. 9116 (a)(1.2) X .0LL 0 . 00 16. Amount of Line 14 taxable at lineal rate X .O~ 499582.30 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 14. 15. 16. 17. 18. 19. TAX DUE . . . . . . . . . . . . . . .. 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042159 6M4648 2.000 Decedent's Social Security Number 577-14-3542 15056042159 L 0.00 586595.34 0.00 0.00 472979.38 0.00 0.00 1059574.72 58638.64 1771.48 60410.12 999164.60 499582.32 499582.28 0.00 22481.20 0.00 0.00 22481.20 D --.J REV-1500 EX Page 3 Decedent's Com lete Address: DECEDENT'S NAME File Number 1075 STATE Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 22481.20 0.00 20000.00 1052.63 Total Credits (A + B + C) (2) 21052.63 (3) 0.00 (4) 0.00 (5) 1428.57 (SA) 0.00 (56) 1428.57 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 TotallnterestlPenalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WlUS, 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes D D B D D D No [K] ~ 00 !Xl [XJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent[72 P.S. 99116 (a) (1.1) (i)J. 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 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 oftransfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 6M4671 1.000 AEV.1S03 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Harold L. Pvke 21 07 1075 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1.40,000 Par GNMA Bond, Pool #122609XSF Issue 03/01/1985; Maturity 03/15/2015; 12% CUSIP: 362143DN6 See attached Estate Valuation. Interest accrued to 10/20/2007 114.40 0.63 2 105,000 Par GNMA Bond, Pool #153293XSF Issue 06/01/1986; Maturity 06/15/2016; 9% CUSIP: 362154GA8 See attached Estate Valuation. Interest accrued to 10/20/2007 332.07 1.47 3 85,000 Par GNMA Bond, Pool #278418XSF; Issue 02/01/1990; Maturity 02/15/2020; 9% CUSIP: 36220HG38 See attached Estate Valuation. Interest accrued to 10/20/2007 1,738.57 7.64 4 5,993.218 Shares T. Rowe Price Equity Income Fund, held in MML Investors Services Account tAPJ-882313 CUSIP: PRFDX 181,115.05 5 3,379.771 Shares T. Rowe Price International Stock Fund, Account #520296446-0 See attached correspondence. 65,060.59 6 2,788.184 Shares Vanguard Equity Income Fund Account #0065-88017811136 See attached correspondence. 73,691.70 7 1,549.7 Shares Vanguard Wellesley Income Fund Account #0027-88017811136 See attached correspondence. 34,604.80 8 3,518.415 Shares Vanguard Windsor II Fund See attached correspondence. 229,928.42 3W4696 1.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 586,595.34 REV-1508 EX + (6-98) COMMONWEAL 1H OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Harold L. Pvke FILE NUMBER 21 07 1075 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the rlaht of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 100 Par Advanta Bank Certificate of Deposit Account #210312811 Interest accrued to 10/20/2007 113,991.40 1,122.46 2 Brethren in Christ Foundation Thrift Accumulation Plan See attached correspondence. Interest accrued to 10/20/2007 144,416.19 349.57 3 100 Par Brethren in Christ Foundation Stewardship Investment Certificate Number 13303 See attached correspondence. Interest accrued to 10/20/2007 30,861.89 83.22 4 100 Par Brethren in Christ Foundation Stewardship Investment Certificate Number 13313 See attached correspondence. Interest accrued to 10/20/2007 20,469.96 55.20 5 100 Par Brethren in Christ Foundation Stewardship Investment Certificate Number 13334 See attached correspondence. Interest accrued to 10/20/2007 60,879.54 167.01 6 Cash on hand 394.00 7 HCJB Global annuity payment received after death 975.00 8 IBEW pension payment received after death 62.00 9 Members 1st Federal Credit Union Regular Savings Account #302676-00 See attached correspondence. 25.00 10 Members 1st Federal Credit Union Investment Savings Account #302676-05 See attached correspondence. Interest accrued to 10/20/2007 100.13 0.01 Total from continuation schedules 99,026.80 3W46AD 1.000 TOTAL (Also enter on line 5 Recaoitulation) $ (If more space is needed. insert additional sheets of the same size) 472,979.38 Estate of: Harold L. Pyke 577-14-3542 Schedule E (Page 2) Item No. Description Value at Date of Death 11 100 Par Members 1st Federal Credit Union Certificate of Deposit '302676-42 See attached correspondence. Interest accrued to 10/20/2007 30,871.55 29.54 12 100 Par Members 1st Federal Credit Union Certificate of Deposit '302676-43 See attached correspondence. Interest accrued to 10/20/2007 30,871.55 29.54 13 PA Department of Revenue - refund of 2007 personal income tax 421.00 14 PNC Bank Checking Account '5070071739 See attached correspondence. Interest accrued to 10/20/2007 28,557.65 0.39 15 Prime Fund, Capital Reserves money market account, held in MML Investors Services Account 'APJ-882313 CUSIP: FPRXX 904.76 16 Safe deposit box rental refund, PNC Bank 30.00 17 U.S. Department of the Treasury - refund of 2007 personal income tax 3,210.00 18 U.S. Department of the Treasury - refund of 2006 personal income tax 4,054.00 19 Uncashed distribution check from GNMA dated 10/09/07 27.96 20 Uncashed income tax refund from PA Department of Revenue dated 10/11/07 18.86 Total (Carry forward to main schedule) 99,026.80 REV-1511 EX ~ (1G-06) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COM\1ONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF Harold L. Pyke ITEM NUMBER A. B. 1. 2. Debts of decedent must be reported on Schedule I. DESCRIPTION 1. FUNERAL EXPENSES: Messiah Village Memorial Lunch Total from continuation schedules ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Carolyn Louise Mann Street Address 723 Sinclair Road City Mechanicsburq Year(s) Commission Paid: 2008 State PA Zip 17055 Attorney Fees 3. Family Exemption: (If decedent's address is not the same as c1aimanfs, attach explanation) Claimant 4. 5. Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 7W46AG 1.000 Carolyn L. Mann Reimbursement for postage and photocopying expenses Total from continuation schedules FILE NUMBER 21 07 1075 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) AMOUNT 636.00 1,211.30 34,191.00 20,000.00 834.00 918.75 20.00 827.59 58,638.64 Estate of: Harold L. Pyke 577-14-3542 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Garden Bouquet - funeral flowers 154.00 3 Myers Funeral Home 837.30 4 Funeral Honorariums 220.00 Total (Carry forward to main schedule) 1,211.30 577-14-3542 Estate of: Harold L. Pyke 2 3 4 5 6 7 Schedule H Part 7 (Page 2) Carolyn L. Mann Reimbursement for postage, office supplies, etc. 166.58 Citizens Bank Wire transfer fees 13.00 Citizens Bank Check printing fees 31.74 Cumberland Law Journal - advertise estate notice 75.00 Mette, Evans & Woodside Photocopying, postage, fax, travel 250.00 MML Investors Services, Inc. Wire transfer fee 15.00 8 Robert Mann Reimbursement for use of automobile - 204 miles at $.485 per mile 98.94 9 The Sentinel - advertise estate notice 158.62 10 u.S. Postal Service - postage expenses 18.71 Total (Carry forward to main schedule) 827.59 REV-1512 EX + (12-03) COMMONWEAL lH OF PENNSYLVANIA INI-ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harold L J;lykQ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 07 1075 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Capital Area Health Associates Medical bill 14.24 2 Checks written prior to death that did not clear account until after death 1,747.15 3 Verizon - telephone 10.09 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,771.48 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT ESTATE OF Harold L. Pvke NUMBER I 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Carolyn L. Mann 723 Sinclair Road Mechanicsburg, PA 17055 10% of Residue: 99,916.46 2 Lynn E. Pyke 2223 Octavia Street New Orleans, LA 70115 10% of Residue: 99,916.46 3 D. Lyle Pyke 10468 Bethpage Drive Fort ~ll, SC 29715 10% of Residue: 99,916.46 FILE NUMBER 21 07 1075 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not LIst Trustee(s) OF ESTATE Daughter Son Son 99,916.46 99,916.46 99,916.46 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 3W46AI1.000 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See Attached TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space IS needed, Insert additional sheets of the same size) $ 499.582.32 Estate of: Harold L. Pyke Schedule J Part 1 (Page 2) Item No. Description 4 Lawrence K. Pyke PO Box 454 Anacortes, WA 98221 10% of Residue: 99,916.46 Son 5 Neal A. Pyke PO Box 454 Anacortes, WA 98221 10% of Residue: 99,916.46 Son 577-14-3542 Relation Amount 99,916.46 99,916.46 Estate of: Harold L. Pyke 577-14-3542 Schedule J Part 2B (Page 1) Item No. Description Amount 1 Brethren in Christ World ~ssions c/o Brethren in Christ Foundation 431 Grantham Road Grantham, PA 17027 12.5% of Residue 124,895.58 2 The Good News Broadcasting Association, Inc., d/b/a Back to the Bible Foundation PO 82808 Lincoln, NE 68501 12.5% of Residue 124,895.58 3 World Radio ~ssionary Fellowship, Inc., d/b/a HCJB Global, formerly d/b/a HCJB World Radio 1065 Garden of the Gods Road Colorado Springs, CO 80907 12.5% of Residue 124,895.58 4 wycliffe Bible Translators, Inc. c/o wycliffe Bible Translation Foundation PO Box 620486 Orlando, FL 32862 12.5% of Residue 124,895.58 '" (") g Co ~ .:n ~ ::I::' i-n <~?~ ~ (") ~ 2=j i:3 r- ....:;: c.?j ::-:0 "~~~ ~ cB8 ._., ~..... Q > ~;~ r.;.,~~,~ ij~" ~ :~::~ ~:j ::-0 --j .. f _.. in I, HAROLD L. PYKE, looking forward to the time when my earthly (fareerwil~d, \....') ~~ I desire to set forth at the very beginning of this Will, as the most important item in it a confession of my faith in Jesus Christ as my Savior. I also desire to bear witness to the fact that throughout my life, in which were the usual joys and sorrows, I have been wonderfully sustained by my faith in God through Jesus Christ. This legacy was left me by my consecrated father and mother, parents of strong faith, and to it I attribute any success I may have attained. The best inheritance parents can bequeath to a child is their lifelong example of sincere faith in God and His word. WILL OF HAROLD L. PYKE Therefore, I HAROLD L. PYKE, being of sound mind, memory and understanding, do hereby make, publish and declare the following, as and for my Last Will and Testament, hereby revoking and making void any other Wills by me heretofore made. I. I direct that all my just debts and funeral expenses be paid from the assets of my estate as soon as practicable after my demise. II. I direct that all estate and inheritance taxes that may be assessed in consequence of my death, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration and all property includable in my taxable estate whether or not passing under this Will shall be free and clear thereof. III. I bequeath unto my wife, Myrle B. Pike, all tangible personal property which I own at my death. IV. All the rest, residue and remainder of my estate, of whatever nature and wherever situate, including property over which I hold a power of appointment, I devise and bequeath unto my wife, Myrle. V. In the event that my wife, Myrle, does not survive me, my entire estate that would have otherwise passed under Paragraphs III and IV above shall be divided into two (2) equal shares. ~ -1- -;X;d~ (:;(ftll~ I devise and bequeath one (1) share equally unto my children, Carolyn, Donald, Neal, Lynn and Lawrence. In the event that any of my children other than Donald predecease me, his or her share shall pass unto his or her issue per stirpes. In the event that Donald predeceases, his share shall lapse and be added proportionately to the shares passing unto my other children or their issue per stirpes. The remaining share I devise and bequeath equally u~to the following organizations to be used as they determine best: Hcm World Radio, Colorado Springs, Colorado; Good News Broadcasting Association, Lincoln, Nebraska; Wycliffe Bible Translators, Orlando, Florida; and Brethren in Christ World Missions, Grantham, Pennsylvania. -I VI. I appoint my wife, Myrle B. Pyke,'Executrix of this my Will. In the event that she fails to qualify or ceases to act as Executrix, I appoint my daughter, Carolyn Louise Mann, Executrix of this my Will. VII. I direct that no bond be required of my fiduciaries for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, HAROLD L. PYKE, herewith set my hand to this my Last Will, typewritten on two (2) sheets of paper including the attestation clause and signatures of witnesses, this /3<.fL, day of .JU tv ( ,2000. '?~ ?~, HAROLD L. K . (SEAL) Signed by HAROLD L. PYKE, by him declared to be his Will in our presence, who have hereunto subscribed our names as witnesses in his presence and at his request, this 1.3 ft., day of J u tJ E. , 2000. /~~/~ ~ &/!~ residing at tL-. ~ /l . ~~~~ residing at -2- Estate Valuation Date of Death: 10/20/2007 Valuation Date: 10/20/2007 Processing Date: 12/19/2007 Shares or Par Security Description Low/8id High/Ask 105000 GNMA PASS-THRU X SINGLE FAMILY (362154GA8) Financial Times Interactive Data Mat: 06/15/2016 9.000% Fact: 0.00294754 10/19/2007 10/22/2007 Int: 10/01/2007 to 10/20/2007 85000 GNMA PASS-THRU X SINGLE FAMILY (36220HG38) Financial Times Interactive Data Mat: 02/15/2020 9.000% Fact: 0.01892772 10/19/2007 10/22/2007 Int: 10/01/2007 to 10/20/2007 3) 40000 GNMA PASS-THRU X SINGLE FAMILY (362143DN6) Financial Times Interactive Data Mat: 03/15/2015 12.000% Fact: 0.00248727 10/19/2007 115.50359 114.50359 A/8 10/22/2007 115.46078 114.46078 A/8 1) 107.29907 A/B 107.29222 A/B 2) 108.06499 A/B 108.05971 A/B Int: 10/01/2007 to 10/20/2007 Total Value Total Accrual Total $2,194.78 Estate of: Pyke.Harold.estate Account: 14165-0001 Report Type: Date of Death Number of Securities: 3 File 10: Pyke.Harold.estate Mean and/or Div and Int Security Adjustments Accruals Value 107.295646 332.07 1. 47 108.062347 1,738.57 7.64 114.982182 114.40 0.63 $2,185.04 $9.74 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) T. ROWE PRICE SERVICES, INC. WWW.TROWEPRICE.COM P.O. Box 17302 Baltimore, Maryland 21297-1302 4515 Painters Mill Road Owings Mills, Maryland 21117-4903 December 21, 2007 Lisa J Knode Mette Evans & Woodside PO Box 5950 Harrisburg P A 17110-0950 Subject: Estate of Harold L. Pykc Dear Ms. Knode: Thank you for contacting T. Rowe Price about the fund accounts of the late Harold L. Pyke. Because October 20, 2007 was a Saturday, I have provided the balance information for the previous business day, October 19, 2007. Fund Name Account Number Number of Shares Share Price Balance International Stock 520296446-0 3,379.771 $19.25 $65,06$.59 0 Mr. Pyke had another account with us, Equity Income Fund account 101608315-9, but it was transferred to Fidelity Investments on April 25, 2007. On December 26, 2006, the accounts mentioned above were transferred from accounts registered jointly with Myrle B. Pyke, to accounts registered individually with Carolyn Mann as agent. If you have any questions regarding this correspondence, please call a telephone services representative at 1-800-225-5132. Representatives are available Monday through Friday from 7 a.m. to 12 a.m. and Saturday and Sunday from 8:30 a.m. to 5 p.m. eastern time. Sincerely, Jenny Koenig Senior Account Services Representative Correspondence Number: 01276187 'IRowe8ice'li. INVEST WITH CONFIDENCE 4,. , &- Vanguard" Page > 1 of 1 Harold L Pyke 723 Sinclair Rd Mechanicsburg, PA 17055-4053 Voyager Services: 800-284-7245 Total report value: (Total report value includes any accrued dividends.) $338,224.92 Hat6tti: Fund. & Accourit .. Number Op$riEtd l' ..... . .. .' " :.' '. . ','.. ,', ., : ! 0065-88017811136! 01/29/2007 · $26.43: i..... ,..... ............ .. ...j... .... .... .' .....; ...... .... ...... i . .'. '.' j Wellesley .lrlc:IDmeFfuldlnv 10027-88017811J3() 101/29/2007 : 1,549.700 I $22.33 j Windsor II Fund Adm I 0573-88017811136! 01/29/2007 ! 3.518.415\ $65.35: ......._. ..____. ~_.,.__._._.,_.__._.~~....~.-..,...,.-.._..."..,--..,-...l.._.....,...,_..,..__...__..-.......-,.~_.-C"._,...,,_....-......,...,..._,-.....-....,.,..,....,......................-................................,...".....',............ . I Total. ". Shares Value'" Equity Income Fund Inv $73,691.701 $34,604.80 i ! .._~,~~~:,~~.~~~~.+--"........... $338,224.92 j $0.00 ,. ,:.. ,_...;,..,1,,~.~....V'~,.. ''';''''' -,' ...,...... .;.., ,. ,- :;'Ooesn"'f'lnclude accrued dividends:-....""-"'-"-.~""~--"-..........--"L...L.2L.....--~--_..,,-...;...hJ..;_......-----...._.,~__.,;.....".".......c".,._._.,......._...."....._._..._.....,-..-...... ** As of the prior business date, 10/19/2007, since the report date is a nonbusiness day. 0682605205 12/31/2007 10:30:33 ~ ADVANTA - -......---..................._- :'; (F~ ;~ .~, . 'j . .:::::I~r,..... " ......,.. 1 _."; ...../ --- JAN 1 1 2008 i!! i i JJl!J Advanta Bank Corp. MEMBER FDIC 11850 South Election Road Salt Lake City, UT 84020 January 3, 2008 --.-. ~~- - Mette, Evans & Woodside Attn: Jeffrey A. Ernico 3401 N. Front St. Harrisburg, P A 17110-0950 Re: Estate of Harold L. Pyke Dear Mr. Emico: Below is the date of death information for the Certificate of Deposits held at Advanta Bank Corp in the name of Harold L. Pyke, as of, 10/20/2007. Certificate of Deposit: 210312811 Posted Balance: $ 113,991.4 Accrued Interest: $ 1,122.46 Balance Including Accrued Interest: $ 115,113.86 Account Status: Joint account with Myrle Pyke, deceased - no beneficiaires Certificate of Deposit: 3500873280 was closed on 10/4/2007 Closing Balance: $22,417.71 Account Status: Joint account with Myrle Pyke, deceased - no beneficiaires If you have any questions or need additional information, please contact a Customer Service Representative at 800-788-2632, Monday - Friday, 8:30 a.m. to 5:00 p.m. Mountain Time. Sincerely, Advanta Bank Corp. Deposit Department P.O. Box 30715. Salt Lake City, UT 84130-0715. (800) 788-2632. Fax (801) 523-2818 Brethren in Christ FOUNDATION Financial Services for Faithful Stewards POST OFFICE BOX 290 431 GRANTHAM ROAD GRANTHAM, PA 17027 December 26, 2007 Ms. Lisa 1. Knode Mette, Evans & Woodside, Attorneys at Law P.O. Box 5950 Harrisburg, P A 17110-0950 RE: Estate of Harold L. Pyke SS #: 577-14-3542 Dear Ms. Knode: As of the date ofMr. Pyke's death, October 20,2007, he had a Thrift Accumulation Plan (TAP) and three Stewardship Investment Certificates (SIC) had with the Brethren in Christ Foundation. These investments had no joint owner and no designated beneficiaries. The three certificates were all opened in 2007. Please find date-of-death information for each investment below. Certificate Date-of-Death Accrued Total Date-of- Number Balance Interest Death Value TAP 144,416.19 349.57 .144,765.76 13303 30,861.89 83.22 30,945.11 13313 20,469.96 55.20 20,525.16 13334 60,879.54 167.01 61,046.55 I am sorry that it took so long to get this information to you. If I can be of further assistance, please do not hesitate to contact me at 717-697-2634, Extension #5420, or at klehman((~bicfoundation.()rg. Sincerely, K~\o .t~ Kimberly J. Lehman Account Officer KJL/kj I Phone: (717) 697-2634 · Fax: (717) 697-7714 · E-mail: info@bicfoundation.org REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued I nterest to Date of Death Total Principal and Accrued Interest Name of Joint Owner INVESTMENT SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued I nterest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner ~It MEMBERS 1st FEDERAL CREDIT UNION ,';n"" \,. r~ rc; R;;' !l \\jr,; - 'll..... .._~ ~, IS:::; U '\: Ilff'-=~~~_J . 302676-00 03/15/2007 $25.00 $.00 $25.00 None ---~--- - 302676-05 03/15/2007 $100.13 $.01 $100.14 None 302676-42 10/13/2007* $30,871.55 $29.54 $30,901.09 None *Rollover from certificate 302676-40, originally established 03/15/2007. CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued I nterest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 302676-43 10/13/2007* $30,871.55 $29.54 $30,901.09 None *Rollover from certificate 302676-41, originally established 03/15/2007. Estate of: HAROLD L PYKE Date of Death: October 20,2007 Social Security Number: 577-14-3542 M~BERS 1ST FEDERAL CREDIT UNION ~~~\o._J\ lCQ\V-.- Insurance Services Specialist January 8, 2008 5000 Louise Drive · P.O. Box 40 · Mechanicsburg, Pennsylvania 17055 · (800) 283-2328 · www.members1st.org . Dec. 10. 2007 2:42PM PNC BANK 412-705-2747 No, 6729 P. QPNCBAN< December 10.2007 Lisa J. Knode 3401 North Front Street P.O. Box 5950 Harrisburg, P A 17110-0950 RE: Estate of Harold L. Pyke, deceased SSN: 577-14-3542 DOD: 1012012007 DCaf Ms. Knode: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking AceouDt Account #5070071739 Established 09/24/1991 HAROLD L PYKE DOD balance: $28,557.65 + $.39 accroed interest I was unable to locate a safe Deposit Box for the decedent. Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not proeeu any flnaDdal transadions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNe Bank branch office. Sincerely, . G{~~ RAchelle Wells 1-800-762-J 775 P7-PFSC-04~F soo first Ave. .l"ittsbu.rgb PAl S219 Member FDIC 100 Corporate Center Dr.. #201 Camp Hill, Pennsylvania 17011 717-763-7365. 717-730-9946 Fax tfeliciano(li)finsvcs. com December 17,2007 \ "" TonyFelk:iano,CFS W I E N KEN & ASS 0 C I ATE S -S~jo, ,'"'el'tRs,. ."..' F;nandal Se,,;c.' i :~'; J~~9:x;.;lt ''::!;' __', ' . 11-- , ' Ir'r ["r' 1 C r'(',~7 i: I j J [l; I u iUU ' U ,~\ l Attorney Ernico 3401 North Front Street P.O. Box 5950 Harrisburg, P A 1 711 0 Dear Attorney Ernico: Per your letter you will find below information listing Mr. Pyke's sole investment account with my firm. Although the account was established within one year of Mr. Pyke' s date of death, the account that I established has maintained the same registration it had prior to my taking over the accOunt. I am not aware of any changes to the account's registration within one year of the date of death. Mr. Pyke's account was registered as an individual account and is not an IRA or a TOD account. Thus, there is no designated beneficiary on the account. I maintain no other accounts for Mr. Pyke and therefore am not in possession of any accounts which are registered jointly with any other individual. Re istration of Account Harold Lesher P ke Ind) Account Value on 10/20/07 $182,019.81 Also, per your inquiry, Mr. Pyke had no loans or obligations on his account. Mr. Pyke's account is now registered as a descendents account. Please don't hesitate to contact me if you need further information. Tony r ~~b~ - 5, ~~3, ~\ g 6~' @ ~ 30 ,~;;l. N\oY\<!.O IfIkt. - A\ '\0 Lot . '1& Respectfully, Tony Feliciano, ChFC, CFS, CL TC ~ Tony Feliciano is a Registered Representative of and offers securities. investment advisory and financial planning services through MMllnvestor Services. Inc.. 100 Corporate Center Dr.. #201, Camp Hill. PA 17011.717-763-7365 ,