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HomeMy WebLinkAbout06-18-0815056041125 _~ REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 7 0 8 7 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 9 4 1 6 2 5 5 9 0 9 1 7 2 0 0 7 0 5 1 4 1 9 2 3 Dececent's Last Name Suffix Decedent's First Name MI G E= H R D E S C H A R L E S M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spous;e's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 0 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number D A V I D H S T O N E E S O U I R E 7 1 7 7 7 4 7 4 3 5 Firm Name (If Applicable) -- --- - -- - REGISTER OF WILLS USE ONLY S ,f O N E L A F A V E R t ~ S H E K L E T S K ~ ~ ~,., First line of address _ _ ~ _~z~ - ~ ; 4 1 4 B R I D G E S T R E E T ~~ , ~ Second line of address ' ? - -- -~ .~ ~;~ DATE`FIUED City or Post Office State ZIP Code _ N E= W C U M B E R L A N D P A 1 7 0 7 ~ -, 0 ~'= ~ ' y . ~~ ~a Corre:>pondent's a-mail address: DSTONE~STONELAW.NET 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 We, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON F31=SPOD1$IBLE FOR FILING RETURN DATE 175 BANK STREET ~ LANDISVILLE PA 17538 SIGN~RE~A 1W~fipREFIIOT THAN REPRESENTATIVE DATE ADDRES tf \~T'-' 414 BRID REET NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041125 15056041125 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: CHARLES M. GEHRDES 1 9 4 1 6 2 5 5 9 RECAPITULATION 1 1 8 6 6 2 3 , 4 0 1. Real estate (Schedule A) .............. . , ... , . , . .. , 2 1 9 0 4 7 3 4 7 2. Stocks and Bonds (Schedule B) .............................. . ... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages & Notes Receivable (Schedule D) ..................... ... 4. 1 0 3 1 3 2 1 4 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ... ... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6• 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property ~ 2 2 6 1 7 2 1 0 Separate Billing Requested .... (Schedule G) ... 7. . 8. Total Gross Assets (total Lines 1-7) ........................ ... 8. 7 0 6 4 0 1 1 1 9. Funeral Expenses & Administrative Costs (Schedule H) ............. ... 9. 3 5 1 6 0 2 2 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule l) ......... ... 10. 4 2 3 8 9 11. ................ Total Deductions (total Lines 9& 10) ........ ... 11. 3 5 5 8 4 1 1 12. Net Vatue of Estate (Line 8 minus Line 11) ...................... ... 12• 6 7 0 8 1 7 0 0 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ............... ... 13. 14. Net Vafue Subject to Tax (Line 12 minus Line 13) ............... ... 14. 6 7 0 8 1 7 0 0 TA)( COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15 (a)(1.2) X.0 . 16. Amount of Line 14 taxable 6 7 0 8 1 7 0 0 at lineal rate X .045 16. 17. Amount of Line 14 taxable 0 0 0 17 at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 at collateral rate X .15 18• 19. Tax Due ...... .............................. ..... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056042126 Side 2 0. 0 0 3 0 1 8 6. 7 7 0. 0 0 0. 0 0 3 0 1 8 6. 7 7 15056042126 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 07 0872 DECEDENT'S NAME CHARLES M. GEHRDES STREET ADDRESS 313 Cascade Road CITY Mechanicst>u STATE Z1P PA 17055- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditsiPayments A. Spousal Poverty Credit e. Prior Payments 27,000.00 C. Discount 1,421.01 3. InterestlPenalty if applicable D. Interest E. Penalty (1) 30,186.77 Total Credits (A + B + C) (2) 28,421.01 Total Interest/Penalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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 they interest on the tax due. B. Enter they total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) 0.00 (5) 1,765.76 (5A) (56) 1,765.76 Make Check Payable to: REG-STER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................ i ...... X ts income; ......................... b. retain the right to designate who shall use the property transferred or ...... c. retain a reversionary interest; or ........................................................................................... ..... ^ X ^ d. receive the promise for life of either payments, benefits or care? .................................................. ..... If death occurred after December 12, 1982, did decedent transfer property within one year of death 2 . without receiving adequate consideration? ................................................................................. " " ...... ^ ^ 0 or payable upon death bank account or security at his or her death? ... intrust for 3. Did decedent own an ...... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................ ...... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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. §9116 (aj (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. §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 sti0 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. §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 four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)J. 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. §9116(a)(1.3)J. 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. 0.00 REV-1502 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER CHARLES M. GEHRDES 21 07 0872 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compel{ed to buy or sell, both having reasonable knowledge of the relevant facts. Real orooertv which is iointlvowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t Property located at 313 Cascade Rd., Upper Allen Twp., Cumberland Co., 186,623.40 PA at assessed value 152,970 times CLR 1.22 (Betty J. Gehrdes predeceased Charles on October 28, 2000 T07AL (Also enter on fine 1, Recapitulation) ~ E 186,623.40 (If more space is needed, insert additional sheets of the same size} REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN R'.ESIDENT DECEDENT ESTATE OF FILE NUMBER CHARLES M. GEHRDES 21 07 0872 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~, Edward Jones-80 shs Idearc Inc stock @ $32.85 per sh 2,628.00 2. Edward Jones-1,600 shs Verizon Communications stock @ $42.59 per sh 68,144.00 3. Edward Jones-1,561.947 shs American Balanced Fund CIA @ $19.80 per sh 30,926.55 4. Edward Jones-1,650.789 shs Income Fund of America CIA @ $20.69 per sh 34,154.82 5. Edward Jones-1,208.683 shs Lord Abbet Affiliated Fund CIA @ $15.72 per sh 19,000.50 6, Edward Jones-86.728 shs New Perspective Fund CIA @ $34.70 per sh 3,009.46 7. Edward Jones-3,025.059 shs VanKampen High Yield Muni Fund CIA @ $10.78 per sh 32,610.14 TOTAL (Also enter on line 2, Recapitulation) ~ S 190,473.47 (lf more space is needed, insert additiona4 sheets of the same size} REV-1508 EX ~- (6-98) SCHEDULE E COMMOPJWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8c MISI~. INHERITANCE TAX RETURN PERSONAL PROPERTY K;ESIDENT DECEDENT ESTATE OF FILE NUMBER CHARLES M. GEHRDES 21 07 0872 Include the proceeds of litigation 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 ~. 2003 Buick LeSabre Custom Sedan sold to Betty Jean Veale 9,500.00 2 Belco Community Credit Union-Checking Acct. #51970 Princ. $1,408.25, Int. $5.44 Betty J. Gehrdes predeceased Charles Gehrdes 3 Belco Community Credit Union-Checking Acct. #51970 -Accrued Interest 4 ~Belco Community Credit Union-Savings Acct #51970 5 ~Belco Community Credit Union-Savings Acct #51970 -Accrued Interest 6 I Erie Insurance-refund on car insurance 7 Genworth Insurance-refunds on long term insurance for stay at home 8 Pension check received 9 (United Healthcare insurance-uncashed check 10 ~ US Treasury-refund check on 2007 1040 tax return 11 ~ Edward Jones-Money Market Acct. #270-03946 1,408.25 5.44 68823.12 419.88 144.00 6,656.05 1,532,20 81,79 1,838.00 12,723.41 TOTAL (Also enter on line 5, Recapitulation) 15 103,132.14 (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 CHARLES M. GEHRDES 21 07 0872 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACHACOPYOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION ~1FAPPLICABLE) TAXA6LE VALUE ~. Jackson National Insurance Co.-Annuity Policy No. 18637.76 100. 18,637.76 1000057785 beneficiaries are Betty Jean Veale, Charles M. Gehrdes, and Rebecca Jane Valluch 2. Edward Jones-IRA Acct. #270-02134 beneficiaries are 14,129.49 100. 14,129.49 Rebecca Jane Valuch, Charles Martin Gehrdes, and Betty Jean Veale 3. Edward Jones-ITT Hartford Life Ins Variable Annuity 71,191.12 100. 71,191.12 #71()972683 beneficiaries are Rebecca Jane Valuch, Charles Martin Gehrdes, and Betty Jean Veale 4. Edward Jones ITT Hartford Life Ins. Variable Annuity 87,534.99 100. 87,534.99 #710974424 beneficiares are Rebecca jane Valuch, Charles Martin Gehrdes, and Betty Jean Veale 5. Edward Jones-Acct. #270-04958 Charles M Gehrdes Cust 17,338.85 100. 17,338.85 for Heather M. Veale 6. Edward Jones-Acct. #270-04958 Charles M Gehrdes Cust 17,339.89 100. 17,339.89 for Joshua H. Veale TOTAL (Also enter on fine 7 Recapitulation) ` E 226,172.10 (If mare space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) SCHEDULE H COMMOPJWEALTH OF PENNSYLVANIA FUNERAL EXPENSES $c INHERITANCE TAX RETURN ADMINISTRATIVE COSTS F2ESIDENT DECEDENT ESTATE OF FILE NUMBER CHARLES M. GEHRDES 21 07 0872 Debts of decedent must be reported on Schedule t. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Reimbursement for travel expenses and food 400.00 Reimbursement for food for reception 400.00 Reimb. for more travel exp. & food for reception 500.00 Malpezzi Funeral Home-funeral expenses 8,283.94 B. 1 2. 3. a. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Anorney Fees David H. Stone, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Relationship of Claimant to Decedent Probate Fees Register of Wills-Cumberland Co. 5 I Accountant's Fees 6. ~ Tax Return Preparers Fees 15,000.00 568.00 ~. Joe Hower-cleaning services at residence 200.00 2 Sharon Hower-cleaning services at residence 200.00 3 PA Department of Revenue-2007 taxes due 127.00 4 Erie Insurance-car insurance 154.00 5 US Plumbing-insurance on home service 4.23 6 US Plumbing-insurance on home service 4.58 7 US Plumbing-insurance on home service 4.58 8 US Plumbing-insurance on home service 4.58 9 US Plumbing-insurance on home service 4.58 10 US Plumbing-insurance on home service 4.58 11 US Plumbing-insurance on home service 4.58 12 US Plumbing-insurance on home service 4.58 TOTAL (Also enter on line 9, Recapitulation) $ 35,160.22 Zip Zip (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent CHARLES M. GEHRDES 21 07 0872 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses ~ Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 13 Donegal Insurance-homeowners insurance 557.40 14 Check written by decedent but not cleared by bank 4.58 15 Cumberland Law Journal-advertising grant of letters 75.00 16 PNC Bank-check printing fee 13.70 17 Genworth-Reimb. on insurance check received 1,560.00 18 Miscellaneous expense 676.13 19 Flexible Financial- 53.27 20 Bill Griffie-painting at residence 475.00 21 Bill Griffie-painting at residence 605.00 22 Roto Rooter-maintenance at residence 199.00 23 Marlin A. Yohn-school taxes on residence 676.13 24 Marlin Yohn, Sr.-tax on property 5.50 25 Marlin Yohn, Sr-taxes at residence 569.96 26 Verizon-services at residence 5.13 27 PPL Electric-services at residence 60.11 28 Upper Allen Sewer-services at residence 105.06 29 United Water-services rendered at residence 13.71 30 Comcast Cable-services at residence 50.12 31 PPL Electric-services at residence 86.89 32 United Water-services at residence 13.76 33 Verizon-services at residence 6.65 34 Shipley Energy-oil at residence 143.00 35 PPL Electric-services at residence 62.21 36 York Waste-trash services at residence 43.50 37 Shipley Energy-oil for residence 143.00 38 Comcast Cable-services at residence 100.26 39 Comcast Cable-services at residence 53.58 40 PPL Electric-service at residence 35.59 41 York Waste-services at residence 43.50 42 Comcast Cable-services at residence 53.58 43 Shipley Energy-services at residence 143.00 44 United Water-services at residence 8.59 45 Verizon-services at residence 5.19 46 Upper Allen Sewer-services at residence 100.00 47 PPL Electric-services at residence 40.94 48 Shipley Energy-services at residence 143.00 49 Comcast Cable-services at residence 53.57 50 Verizon-services at residence 10.64 51 PPL Electric-services at residence 31.13 52 United Water-services at residence 13.87 53 Verizon-services at residence 63.42 54 Shipley Energy-services at residence 143.00 55 United Water-services at residence 8.66 SUBTOTAL SCHEDULE H-B7 7,254.93 Continuation of REV-1500 Inheritance Tax Return Resident Decedent CHARLES M. GEHRDES 21 07 0872 Decedent's Name Page 2 File Number Schedule H -Funeral Expenses $ Administrative Costs - 67. ITEM NUMBER DESCRIPTION AMOUNT 56 Shipley Energy-services at residence 1102.53 57 Comcast Cable-services at residence 53.57 58 Verizon-services rendered 14.87 59 Verizon-services at residence 32.48 60 Comcast Cable-services at residence 53.57 61 York Waste-services at residence 43.50 62 PPL Electric-services at residence 33.42 63 Upper Allen Township-services at residence 112.00 64 PPL Electric-services at residence 40.87 65 United Water-services at residence 8.67 66 Verizon-services at residence 33.12 67 Shipley Energy-services at residence 143.00 68 The Patriot News Co.-advertising grant of letters 134.46 69 Register of Wiils-filing Inheritance Tax Return and Inventory 30.00 70 Reserve for closing expenses 200.00 SUBTOTAL SCHEDULE H-B7 ~ 2,036.06 REV-1512 EX +(12-03) SCHEDULE f COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INIiERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER CHARLES M. GEHRDES 21 07 0872 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 West Shore Ambulance-services rendered 120.26 2 ~ West Shore EMS-services rendered 3 ~ Upper Allen Fire Department-services rendered 4 Alert Pharmacy-debt of last illness 89.56 100 114.07 TOTAL (Also enter on fine 10, Recapitulation) ` E 423.89 (If more space is needed, insert additional sheets of the same size? REV-1513 EX + (g_00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESLDENT DECEDENT ESTATE OF FILE NUMBER CHARLES M. GEHRDES 21 07 0872 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 [include outright spousal disVibutions, and transfers under Sec. 9116 (a) (1.2)] 1 Betty Jean Gehrdes Veale aka Jean Gehrdes Veale Lineal 223,605.67 5;?54 Patriot Lane Columbia MD 21045- 2 Charles Morton Gehrdes Lineal 223,605.66 P~0 Box 152 Hartsel CO 80449- 3 Rebecca Jane Valuch Lineal 223,605.67 175 Bank Street Landisville PA 17538- EIJTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ 5 (If more space is needed. insert additional sheets of the same size) 8-h2-500 ^1® No. 49 -LAST WILL AND TESTAMENT Uniform Series of Law Blanks of Pennsylvania, Altoona Printing & Supply Co., 301 W. Plank Road, Altoona, Pa. LAST WILL AND TESTAMENT r _ , ~9 / , I, ~ ~l ~ L_ ~' 4 ,~ %~CC zL..41kL:...,,.1~.~.b.t ~~t a.-._... ., of._ti~f .~. t .`c t t~-~~t_e'~ ~ ~1.. /~f f'Lrl~lt 1~_r r.'_t'-tt County of . C~~a-1:!ia _,L..l:~Gt..~.ur.~ ...... ...._ _,.and State oE_......~~..iZ..,t z ;t-f;%~t~.aa.<<-~......._._.. ~ hein~; of sound mind, memory and understandinn, do make and publish this, my last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. s ' f _ - tea. '-~.1 ~L~~~__~~~--~ ~ -- -- - _ ~C~ G ~ , ~' ~ ~ f ~ ~ ~ ~.~ sY~?ia ~(r.-t..~-P `~~-f~Crl =~,f^r.r~,t _~%'~~/_~i~.~r~ t---- "~.,. ~~ __-- - - ,raw -- - -- _ ~_-~~1~ -~.~,..~.=- _ _ ~-- - - ,~---`- -~- j-- -~Q~ -/ -~ __ ~ ~* __ ~•~. ~-t-_ ~ _~~.~.. _,_1~~?~ <~to rs- jam/ J~ ~-~- '~ ~caizrr ~ ~_~s'-fa.. L'am`,. ~`.Jd_~_S `'°„ G ;;• , ~a.;Z ..'~1'~ r. ,-I., <_~~!. f,-.~'~-ai ~,1.~%.2~ ~t.._r.~C~,7,x; z,~ _,1,-,-,__ ~?`.t'..r?!-.y! l' n n A n I do hereby make, constitute and to be execu.~._LL~.IX-of this my last Will and Testament, In witness whereof, I..._._(~if~:~L..t~~~G.~~~`~!~..~ the testats2..1.."...._...._.._ above named, have hereunto subscribed my name and affixed my seal the '~'-~ day . in the year of our Lord one thousand nine hundred and_,::i2.~t..~~i:t~y_':1~___4..Z~C. /1^ //~, Jam/ ~j- , /.~~ 5i, .~'k:.i.~L~.:dir.LW.~_..~/./~LTi.{.:..'~.e...._1..,.7"~: ~~,4E~1I'~ Signed, sealed, published and declared by the above named ..1:.''.:L~'Sr_.~~~,~.~?:;~:_..r_:..~~...:E:'.::!.~!-~4/ .- ``~'. _........_._._............_........__._ .......................................................as and for....._C~ ..... ..... !f Z2..:Le _._~ast Will and Testament, in the it „ ,ter-~-'. presence of us, who have hereunto subscribed our names at...._.._request as witnesses thereto, in the pres- ence of said testat_t~iL _._., and of each other. ,_~_2c L,C,a-:L.~...f:.:Y...":....:.t.~::K-.~4~d ............................`7......_~G c~iw 1 ~ r~F.r l«-~r ~ c S ~>c i ~ ~ ~~F.> c ~~/ 8 r ,,~~~. ti ~ ^_ ~ .,\ >: ` ~ b tf, • ~ ~ o R. ~ ) CA W H ~ <C'~ J: ~{~ ~ ~ ~ cam. ~ ~ . ; ~ ~ O -c3 .~ ~. ~ 1 \ ., ~ b ry, \I ~ ~ ~ "6 ~ ~ u ~i O d+~ ~ G ~ ~ ~. Detailed Results for Parcel 42-2~-2423-i DistrictNo 42 Parcel ID 42-28-2423-005. MapSut'Gx HouseNa 333 Direction Street CASCADE ROAD Ownerl GEHRDES, CHARLES M C/O PropType R PropDesc f,ivArea 2448 CurLandVal 21760 Cur[mpVal 13]210 CurTotVal 152970 CurPretVal Acreage .27 CICrnStat TaxEx 1 SaleAmt SaleMo SaleDa SaleCe SaleYr DeedBkPage 0023H-00389 YearBlt 19b6 HF File Date 1 011 9/2 004 HF_Approval_Status A 105. in the 2004 Tax Assessment Database .l`'iraeteen Iauu-dred arui sixty nine (1969) ~e~~ccs~ GEORGE M. WRIGHT and ROSEMARY M. WRIGF3T, his wife, of Mechanicsburg, Cumberland County, Pennsylvania, GRANTORS, - AND - CHARLES M. GEHRDES and BETTY J. GEHRDES, his wife, of Upper Allen Township, Cumberland County, Pennsylvania, GRANTEES ~1it~tesse~l~, That i~t eonsi~leratio~z of Twenty Five Thousand Eight Hundred Fifty ($25,850) nn(l~trs, irz hand puid, the reeei~~t wyeereof is h.e.reby arlenvwled~~ecl, i,he .cn.ict ~rtzyzCar s clo 1~i.Pr~hr1 arcz.~t,t ar~acl cnrea~e~ t.o the s«icl ~nc~ztee s, their heirs ui~~! a.~~.el~iri~, ALL that certain piece or parcel of land situate in Upper Allen Town- ship, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the eastern line of Cascade Road at the northern line of Lot No. 37 as shown on the hereinafter mentioned plan of lots; thence along the northern line of Lot No. 37, North 82 degrees 37 minutes East, 138 feet to a point; thence __ .__ North 07 degrees 23 minutes West, 85 feet to a point; thence along the southern line of Lot No. 35, South 82 degrees 37 minutes West, 138 feet to Cascade Road; thence along the eastern line of Cascade Road South 07 degrees 23 minutes East, 85 feet to the Place of BEGINNING. BEING Lot No. 36, Plan of Section C, Mt. Allen Heights, said plan being recorded in the Office of the Recorder of Deeds in and for Cumberland County in Plan Book 11, Page 58. BEING the same premises which Karl J. Raudensky and May H. Raudensky, his wife, by their deed dated June 12, 1967, and recorded in Deed Book "J", Vol. 22, Page 568, Cumberland County records, granted and conveyed unto George M. Wright and Rosemary M. Wright, his wife, the Grantors herein. HAVING thereon erected a bi-level dwelling house known and numbered as 313 Cascade Road, Mechanicsburg, Pennsylvania. UNDER AND SUBJECT to building and use restrictions and right of public utilities created by instruments of prior record No cinder block shall show above ground level on the house erected on the above described premises. e Continued CC!:K~f ,Z3PAGF .3A~ by the acceptance of this to pay. School Dist. Cumb, Co., ~'a- Baal' E:tab Transfer Taa ~' a^~ ,~ '.aia__ Amt. ~M~.. Cumb. Ce. O~t#. Col. Ag#. ~" ~ E. 1 1 I t 1 1 1 1 1 ..... .. ~~ .... _..... ,.~-~~,t, .f 'y„ . ' k'~i: ;~ ~:iy ~'.P conveyance hereby expressly agree and assume township of ~-~ ~:)5~ Cum Ib.' Ca., Pa. 11'. Real Et#a~t{s Trantfa{r ?e(^; LZ~94.1~r , l ~+.~..~~` PapuK/`? `~~ PAGE 3~U s ~ltt~ t,{te suicl arr~~clurs do herel,r~ generally warrant the J~~~upertt~ ttez'eb~i ~~~,rii~ei~erl. ,.~JTT ~~1tP3r~ " ~~~~il'~P~~a said bran-tors ha vehcreurito set their t~,arcd s arz~l seals tfie plat/ an.rl dear first abot+e turitten~. ~i~aae~, ~ea~e~1 ana ~elit4ere~ ~n fete rrsenre of ~st)9aaaa[naa~ue~~ltd1 ~~ '~~' caan~s~l'A>t~M1ai~ ~aa is ~> # ~? u k CUMBERLAND f.~3-r~c~ ~ ~C~1 right ~s~eor eCM ~, . , g , Rosemary~M. Wright ~ , ;., ao, _. _ T- _ _ ~,,, --- ~ -, . ,.,_. __ _. ___ _ ____ __ - N , 1,~ ~ ti±a, x ~~~~, thi.Y, ~~~~; /~j/SI ~(uy ~~/' 6~ ULY t;~ 69 he/?.re ~«~. , a notary public, i tlu• uu.dersiaired u~Jicer, pe.rsonalh/ appean'd GEORGE M. WRIGHT and ROSEMARY M, WRIGHT, his wife, ;,~,~,~ ~,_,. „ .; kuoron7~~inrinr.~•u[.~i.~/~u~tarilrjruonei+.)tobellrvx>i>rso~rS zoi%nsarucn~eS arE? .e~tLscri~P~ltothey~dthiit' insfruurrnt, u~t<1 ut~lrnou~fe~hried Meat t he~ r.rrruled the ;~uiae (~~r tT~c p~cryai..e thi+~di1~.~~i~~hC~~; ].1" W'l%'~6'GS,S btNls/tF,OF, 1 haoe h.ereunt~ .vr,( rrif h~ancl ar`erd~riOtarial „'~••y~Z. _~~.Q JAMES K. ARiIOID, NOiAHY Put,u~ ~~ ~+~ ~+9'2!tl~"* ~:• CAMP HIEE 8630U:>NH, CUMZfRU,k9 COUNTY ':~ .J,jjt~`~Y~~~'~~ MY COMM4SSlON El(PiRES DECEMDER 19, 1914 A' ~ ,'.~`y~ ~l,a~laisa~uaaaite~al~~9 x~~ `~~easaas~l~aaaai~l ~ ~., ~~~r~~t4, .w~f Ua tJti.~', Ih<• ~(i[J u~' 1`7 he./'uI'r' lire lhr ~ueder.vi~~ned ~~JJ`reer, per.~uaaU-ry apps°ecrt~~! knnuve tri r~tr(orsa.[is/'o~•(orifi1 prorrn,)h~ be the/ir~r.,ni~, ruhnse ~aaatr' a~Ds~•rihrrl to the u,ith.irc iiistrvrnn~n.t, ~uul ~arkiaoude~locrl tlr.at he r.rr,•t(Ler! Lhe same ~'nt tlce purpuxe tlc~~.r~~in. ~~ort.taiaar~l. 1.1' N1T~'h,'S.5' bti'7LF;RF.OF, / haoe laervurilo sel nag Found ~titrl s,>rr1. ~~ ';~~¢~¢~}~ ~1"r~t~~i tiaat C1re pre~•ise acf~lress ~,j t,l~e ~ra~ete~~°S lrr~i~f~i,ra is 313 Cascade Road, Mechanicsburg, Pa. ~.,e;~ ~a,ui,) - ' i cud eeeK~z3PACf 391 ~~aa~r ~f ~ ~~. ~un~sn~~ of On this, the <lu~ n/' 19 be~ore nie the undersigned officer, personally appeared l~re.nuee h. ner~(ar.ti~oti.~/'ur(urilq prorerel to hr fhr pPr.aun w~tue..r nrzeree ~~irhsrriGret le, Uer rrithiro inatrume°nf, ared «r•knuu~t~dprel ttuzt he ~.rrewte~d lkr evtner /'ur thr~ txerposr~ the°r~~in roee(nieee~sl. 1.1' L4'1T.6'h,'SS Li'llF.ti1;OF, T learn, kern°ernln xr~( ne~l hatul ~ne~t ~tiv~al. ~ ~_ N ~ .1 ~ Q~ iF q 3 r d~ ~ w .,~ b N tJl ._. •rl ~ •ri g c~ . ~ N a~ w~'r ~x UW ~ ~ a II ~antriion~~en~[4~r r~' '', enn~~l~u~t~t~~~ ~ ~~. ~~ ~ ~_- ~. ~~r~ r~rs~r in the, OjJ"tce for Recordirt6 of Deeds in artd for ,-w.,~a,~a~ ~p..-<e._,-t- :/ i,rt Deed Book ~ No. ,~~ ease ~ -bl, Ctc.. '~i~its9ilF nab hand and seal of OfJEce this~~~~~j clay of% ~c~~f .9nno nornini IJ ~~~ 9~_ c~ /~ Edward Jones Cris N. Smith 4401 Carlisle Pike Ste E Financial Advisor Camp Hill, PA 17011 (717)763-7669 EdwardJones October 3, 2007 Stone LaFaver & Shekletski Attorney's at Law 414 Bridge Street New Cumberland, Pa. 17070 Attn: David H. Stone Dear David: Per your request, we are writing to provide valuation for the attached list of securities belonging to Charles M. Gehrdes, now deceased. If we can be of further assistance, please let us know. Sincerely, ~(j (~ J~ an W. Robertson Sr. Branch Office Administrator ~~ O O m a N ~ C ~' r' 3 fD N '* p ~ 4~~1 ~ ~ tD N ~ .. 7 N as ~~ c ~ +~+ a ~? c D ¢a ~ <. ~ ~ c '' o ~: 7 W ~ O ~ ~ "0 iD O G N ~ N t~0 ~ x '+ d X ~ CD 'NO 41 ~' ~ fl? < fi m O ~ 47 ~_ O N O O p~j "~ O _, N N N• f~D o - y_ G ~ 4 4 .+ < o coo ~ ~ ~ c ~ 1 ~ ~ ~~-` n, ~. h ~ N, C7 C ~ ~ ~ ~ < 7 m CL a '~ co ~ m ~ ~. cD -~ ~ ~ a m c~u O N tq .+ 6 ~ ~' o c o. a~ N -n ? ~ ~ fl. CD Q. 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Q ~ ~~~^' ~ m ~ "~ a ~ N N a+ a 7 .G ~ 4 ~ ~~ m t c ~ ~ m ~ 'y w ~. ~ m ~ -~ ~1 Q ~ w p N rn rn w ~' ~ m N c~'o N N O C~ ~~ s Q, r, p o ~ a G :~ 1 41 ,C A ~ 'r C ~ 3 ~* O ~' 7 C41 can O _ ~ ~ ~ N .~ m 0 0 °a 0 .,, N ~ s W p w ".y ~ COi $ ~ ~`' p ~ ~' ~ O ~ .. a ~~ ~ p ~; dw W ~e~- N _~ __ i% CERT[FlCATE OF TfTLE. FOR A EHlCLE h ii~~. F 1~~ ... _ '."' fl~~~a3~+oa01s}yEi-oar . _ , 1G4NRS4k23~2~b174:= ` 20II3 ~ 8U44M~~YEH,CLE }: 591t18'~~3~ltil~ 6E _ _ O ~V TYPE ~.._ ~ ~ Ol © I~ ~~ SEAT CAP ~ PRIOR TfSLE STATE ~~ Obbie. PROCO. DATE ~ pDOM. MKEB ( ODOM. STATUS- ~t~T~~~71T~~ " ~.. ~1~TE~ tSSUE~ ~~ UNLADEN WEIOHT {~ ~ OVWR, ~ GCWR _ ~ ~_ ~ TIttE BRANDS ... i .. _ P /,rh PIE618tEAED oWNFaa481 ~Ty-ti~~ a~~t TF r~^~ ~Y 7h° ~'1~ CASCAdE. Ra °' ~' '~ ~``Y-~.~ .. i.. MECHANICSSUft~ PAI' 17055 ~ , FIR$t'. LfEKFAVOR Of:. ' i@tST EDEN REIEllSE4T QATE.. BY AUTHORIZED REPRESENTATIVE WW.IND ADbRE99 CHARLES M GEHRUES 31.3 CASCADE RO MECHANIC58UR6 PA 17055 SECONE~:UEN FAVOR OR: ~~ OSOMEtfiR STATUS i O+ACTUAL. AMLEAOts I t . MM1F,AOE EXCEEDS THE MECHAPaCAf:~ UMITei. I t! + NOT TtiE ACYUK MILEM;tE { 9 . NOT THE ACTUAL MkE.ltlE-0OOMETER .. TAMPER1tlfS VERIFIED C 4 . EXEMPT FROM ODOMETER DISCLOSURE TITLE BRANDS A = AMIOUE VEHICLE C .CLASSIC VEHICLE - D - COLLECTl81.E vEtIYCLE F =OUT OF COUNtRV H = AfrpeCULTURN. YEINCLE l . LOgdNKi VEHICLa'. P . ISrWAB A POLICE VEHX;LE R =RECONa'TRUCTEp 3 =STREET ROO T =RECOVERED THEFT YEHigk V . VEHICIR CONTAINS REISSUED VlAt w = 8000 VEHICLE % = iSM/Ae A 1AXI tl a asoarW Imo.. k listed ~ satlatacuoe d vu flat Nan, tt» flru Iisrdedder moat forward Mb TNN m tM Bllresu ot. Motgt Venislu~mpr n+a approprla6e tam arXt ter.. SECONDLIEN RELEASED OATS Br AUTHORIZED REPRESENTATIVE ~. xMty as of the Bate ut Issw, n,. amdd racnrda d tM Penlnytvanle DepertmMlt A l L E N D 8 I E N l E R at Treneportetion reflect diet Me peraon(al a cowgany Harped twrUn V EKlAwh9. v/ttialt. - _. ... _... as Me veld vetYrr4. Secref•rT of Traeaportetlae V v n ISCRfBED ADD SVYORN BEFORIE ALE: . M4 rAT +EAR :acrrA*uRE of PERSGN ~mwN~Rwxi n~rH arngna •..,,..q m.-.wr ,x~xvnr.r ro. ~.e.rmc.we ~ : a v "» -tic5e a.x~cea .n~,«.~«. cs-~ n re «~,me.r,.+a .. w artw -«~ :2.wrs ow +wm r..e.e. It a co-putcfiaser other then your Spouse b Bated and you warty the title b he tErated b 'JOitN Tsttars4 Nfltlt ~ of SurvHDrehip" {On dselA of one Dwn~ tMe gone to eutvivirq ovmer.} CHECK HERE ~. Otherwise,. the title witl he;~etled >!~'7eneMa fn Common' (Ott deatlE bf one OINnM, itlQSte3~ d deceased ovrt>er goes to Mahler held or estate). ; i 3T uEN DATE, -~ IF t1O L EN, CHECK tST LSENHOLDER STREETS CITY STATE ZIP i i FINANCIAL IN$TITUTiON NUMBER 12ND LIEN DATE: -~ IF NO UEN. CHECK ^ 2ND L:ENHOIDER I EL~V Communfty C,redit Anion www.belco.org October 24, 2007 Stone LaFaver & Shekletski Attorneys at Law 414 Bridge Street P.O. Box E New Cumberland, PA 17070 RE: Estate of Charles M. Gehrdes a/k/a Charles Martin Gehrdes S.S.#: 194-16-2559 Dear David, Here is the information for the above referenced account. I apologize for not responding in a timelier manner. If you need any further information, please call me at 717-720-6407. Sincerely, April Johnson -~ Finance Processing Representative Belco Community Credit Union 449 Eisenhower Blvd., P.O. Box 82 Harrisburg, PA 17108 117-2323526 in Harrisbrug area 800.642-4482 outside of ca~9 area BELCO COMMUNITY CREDIT UNION DECEDENT ESTATE INFORMATION 1. PVame(s) in which the account was he{d: CHARLES M. GEHRDES(PRIMARY) BETTY J. GEHRDES(JOINT} 2. Account number: 51970 3. E3alance as of date of death: 9/17!2007 Balance Accrued Dividends YTD Dividends For 9117!2007 Regular Savings: $ $68,823.12 $ $419.88 $ $456.74 Christmas Club: $ $ $ Whatever Club: $ $ $ Checking: $ $1,408.25 $ $5.44 $ $5.79 Money Market: $ $ $ IRA: $ $ $ Certificates: Balance Accrued Dividends YTD Dividends Certificate Number For $ $ $ $ $ $ $ $ 4. Date the account was initiated: 9/3/1969 5. Name(s) in which Safe Deposit Box was held: N/A 6. Date the box was initially rented: 7. Branch address at which the box is located: 8. Loan Information: VISA Unsecured Loans: B. Secured Loans N!A Balance Accrued Interest Per Diem Int C. Mortgage Loans: $ $ $ Miscellaneous: ACTII~N 71 + Statement Date: May 3, 2007 Provided by Jackson Nationai Life For fhe period May 3, 2006 to May 3, 2007 www inlinl• GOIl'1 Prepared for: Charles M Gehrdes 313 Cascade Rd. Mechanicsburg PA 17055 Jackson National Life Insurance Company® Insuring }bur f7nancial future' fur Representative: JOSEPH M SUPER 53 DARBY RD PAOU PA 19301-1460 ,a~~~ I 1~ ~~ ~p'`A1~ Representative Phone: (610f 993-8383 ~~ Activity Summary ACCOUn~R~iatiaw-- _____~ - Beginning Period Policy Value $18,033.63 Policy Number: 1000057785 + Interest Earned for Period $604.13 Annuity Type: Nonqualified - Withdrawals for Period $0,00 Issue Date: May 3, 2002 Owner(s): Charles M Gehrdes Ending Period Policy Value $18,637.76 Annuitant(s): Charles M Gehrdes ~-~ ~ ~jir t~n ~~,~ a Early withdrawals may be subject to surrender charges as stated in your policy. If your policy had been surrendered as of the statement date, a surrender charge of $745.51 would have been assessed to your ending policy value. Your Transaction Detail Date Transaction Type `a Transaction Amount 5/3/2007 Interest Earned for Period Q~`~`"~- \~~ ~~ ggpq,13 ~~ ~ ~ \G~. 3 c. Your annuity earned an annual effective rate of 3.35% during this statement period. The annual effective rate represents the average credited rate on your policy in the last year. Congratulations! ~~ You're putting the power of tax deferral to work for you. ~~ You're saving the smart way, you don't pay taxes until money is withdrawn! Tax penalties may be levied by the Internal Revenue Service for surrender prior to age 59 1/2 - Questions? Please, contact your Jackson representative, or call us at 800-644-4565 -- - `T Monday-Friday, 8:00 a.m. to 8:00 p.m. (ET). f~; Write us at Jackson Service Center, P.O. Box 24068, Lansing, MI 48909-4068. Email us at CustomerCare@jnli.com. u~oF~ Jackson National Life Insurance Company~~ Insuring }our financial future? Claims Administration September 29, 2007 AT'TN: David Stone 414 Bridge St Newcomberland, PA 17070 Your Independent JNL representative: JOSEPH SUPER 53 DARBY RD PAOLI, PA 19301-1460 Representative Phone: (610)993-8383 Deceased: Charles M Gehrdes Policy No.: 1000057785 Dear ATTN: David Stone: We are sorry to hear about the death of Charles M Gehrdes and wish to extend our condolences. Based on tl~ie information provided, we have established a claim for the following: Policy Number Named Beneficiary Preselected Benefit Option 1000057785 Betty Jane Veale, Charles M. Gehrdes, Rebecca Jane Vallueh Please be advised that any scheduled distributions will cease and any un-cashed payments, issued in the deceased's name, have been stopped. In order to process the claim promptly, please return to us the following: Original death certificate Claim Form Once we receive this information, we will process the claim as quickly as possible. Please be advised, any documentation submitted to our office will not be returned. Lump sum payments of $5,000.00 or greater are distributed via a Beneficiary Access Account (not available in all states or for corporations, partnerships, trusts, estates or minors). These funds can be used immediately simply by writing one of the drafts we provide for any amount up to the total in the Beneficiary Access Account. Funds in the account currently earn interest at 3.750°,~0, compounded daily. There are no fees or charges to keep this account or write checks. Jackson National Life Insurance Company 1 Corporate W'ay, Lansing, MI 48951 > PO Box 4068, Lansing, MI 48909-4068 7 Toll Free Number: 888565-4995 F', _... .. ., .... ... 'O C 'ly ~ O CD ~ '~ ~ to "r Q~ ~ CA ~ ~ ~ CD C7 ' r- N r' ~ ~ C3D ~ O O ~ rn ~ a ~ ~, ~ `' ° w ~' ~ rn c7 ~ y Q O d ~ W N C O N ~ p ~ , CD C1 fit QJ ~ Q ~ C ~ O ~ ~ O ? ~ G O CD ~ ~ ~ O ~ fl? N to ~ O n ~ COD W K = .»~ ~ ~ ~ N COD h C~D~ S Al N ~ t¢D D) Ti - ~'' ~ Q. ~ ~ ~ Cv cn cr O Q 3 ~ G -• 0 o s= t 7 ~ N ~ CAD 7 ~ Q. ~ C Vai D C 7 4 « -o c a °- N $ ~ _ ~ w ° A ~ y ~ a m ~ • ~ ~. . . sv 7 NC,- N C N O N ~ T3 CD LY O m N N ~ ,,,, -L ~ ~fl ~ ~ ~ n .+ N O ~ ~ d, ~ `~+ $ ° 3 n . o~? ~~ aQ N~ n S. ~~ ~ o c '~ ~ ~ r+a g° j ~ oao o~ ~ 30 ~ N ~ W fl-G ~ 'fl :~ ' ~ ~ ° I° ~ ° O N n N ° o ro o ~ ~ ° o o °o ~ ~ a - ,~. O N CO D ~ w ~ N ~- • a m ? , . ~~ N ~ ~ ~ -' "~ N ? ~ C1 O ~ N ~ CD ~ ~„ -« O O K ~ C rN,. O '' O -s ~ ' < ~ ~ N C3 O + Cp to O ~ ~,~ ~ ¢Oj G C!1 da o. °<' o ~ `D ~ ~ ~ m c ~~ cD Q N ~ ~ ~~ a ~~ m ~ ~ m . ~ c ~o ~~ ~ ~ ~, ~ r'd O. ~' p 'D ~ ~ 3 ~~ cA ~ -.l s Cp s nN~ 1 O N ~ ~ ~ ~ N ~ ~ ~ 3 ~' N t10i ~ O 7 n v tD v ~- L n c ~ z p ~ ~ ~' O O ~' ~ ^.. N ~ tiZ W ~ ~~ A 0 r ~~ c~~o ~ .. '~ n+ W n N O O ~t ~m 3 ~' N Q - 1 ~ -P W ~ 't1 N Q ~ i . ~ O cQ ~ .a j -a d ~ to ~ -,' N ~ w ~ m ~ ~ w Oc. "~ -~ ~ ..,. N O W ~ '- ~ i G ~ 1 .P ~ t~• Q W O ' ~' -•- N N .- ~ :l1 O cD O O O G D N t ~ © ~ 3 ~ w ~ ~ ~, ~, N co c ~ ~ . ~ ° .++ `~ ° . . ' a o. o 0 0 ~ D , ~ ~' cc ~ „ 0 ~ 3 7> z+- tD a ~ ~N y ~ ~ 3 3 '+ 3 ~ -G 7 n ~ ~ A ~' •O t:. c ~ w -^- Q1 Tt ~ q ~~ ~ N ~ c y n ° ~ ~ a a y, w ~ tt O N ~ N :+ O Y , ~. O ~ N ~o m ~ a~ .~ ,.+ ~o a ~ M ~ ~ ~ ~ ~ ~ .O N ~ ~ ~ ~ . 4~ Eft '~ ~ m ' ~ ~ ~ 3 ~ -~ ~ om -• '; rs coo O 3 ;' ~' rn ~' ~ ~ w -~ -~ ~ o ~ v- O ' ° ~ ~ ~ ~ Ef+ ~ ~ ~ ot ~ O N ~ '~ {fl ~ O ~ ~ ~ ~ ~ EA ~ ~ ~ ~ ~ W ~ ~ y fl. -~ ~ ~, W O ~ ~ O O ~ ~ ~ ~ ny W ~ °° o„o ~ ' ~ ~ _ ~ ~ N ~ 4 fl .c O ~ - ~' Ef1 ~ ~ ~ ' O W N~ ~ ~ ~.~ sQs ~ ~, ~ ~ ~ ~ n N N, ~ .~ . ~ ~ C O ~ W ~ O K ~ ~ in fl. ~i. P -~ ~ a d ° co ? rn ~ 0 Edward Jones Cris N. Smith 4401 Carlisle Pike Ste E Financial Advisor Camp Hill, PA 17011 (717)763-76b9 EdwardJones October 11, 2007 Stone LaFaver & Shekletski 414 Bridge Street P O BOx E New Cumberland, Pa 17070 Attn: Tina Burkey Re: Estate of Charles M. Gehrdes Dear Tina: Please see enclosed the Date of Death Values for the Gehrdes custodian accounts. I've also included the September statements for the two accounts as we discussed. If you have any questions, please call me at 717-763-7669. ~" Sincerely/,,~~ can W. Robertson Sr. Branch Office Administrator ~vc ~,ov w ~ N~ i C1 ~ ~ w N ~ ~ ~ ~ ~ O O ~ to ~ ~ rn v" ~ ~ a. o d ~ N ~ ~ o o ~ a ° ~ ~ o a ~ ~ c a. ~ A ~ ~ .oo...~ o N N p fD S1? ~ ¢ 7 ~ G -w ~ fl. CAD ~ ~ p _ C fl7 ~ ~ 3 ~ N ~ N O fl.. 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