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Home My WebLink About07-08-0815056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 28oso1 21 06 0455 Harrisburg, PA 17128-os01 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 727-01-4181 03/08/2006 09/07/1922 Decedent's Last Name Suffix Decedent's First Name MI Grothe Henry J (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 OVALS BELOW • 1. Original Return 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise {date of 5. Federal Estate Tax Retum Required death after 12-12-82) • 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 TO: Name Daytime Telept~e Number ~ Michael A. Scherer Esq c:s (717) 249- ~ - Firm Name (If Applicable) ~ -~ C.'7 ~~~- - REGISTES USE ONLY O'Brien Baric & Scherer ~ ~ -~-~ ~ r +~ First line of address _ . ~ . 3 ~~~ 19 West South Street _ _~ t~- ~' ' ~' Second line of address ~ -- C.fl v .. City or POSt Office State ZIP Code DATE FILED Carlisle PA 17013 Correspondent's a-mail address: mSCherer~ObS18W.C0111 Under penalties of perjury, I deGare that I have examined this return, inGudirg accompanying schedules and statements, and to the best of my knowledge and belief, rt is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE ERSON R SPONSIBLE FILING RETURN DAT ADDRES~ ~- ~~~ 131 Birch Street, Midland Park, New Jersey 07432 SIGNATU ~ jP(R,EGPAR~jR OTHER THAN REPRESENTATIVE DATE ADDRES 19 West South Street, Carlisle, Pennsylvania 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 ~' 0 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: H@nry J Grothe 727-01-4181 RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1. 322,000.00 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. 9 9 ( ) ........................... Mort a es 8 Notes Receivable Schedule D 4. .. 74,717.71 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 169,265.67 6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. 179.39 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 566,162.77 `- 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 41,114.05 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 469,246.54 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 510,360.59 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 55,802.77 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 45 55,802.77 15. 2,511.12 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19 2,511.12 19. TAX DUE ....................................................... . .. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ 15056052059 Side 2 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 06 0455 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Henry J Grothe 727-01-4181 STREET ADDRESS 121 Cambridge Drive CITY Mechanicsburg STATE ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2,511.12 2. CreditslPayments 0.00 A. Spousal Poverty Credit B. Prior Payments 10,800.00 C. Discount 0.00 Total Credits (A + B + C) (2) 10,800.00 3. InteresUPenalty if applicable 178.34 D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 178.34 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. (4) 8,110.54 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. (56) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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 : ...................................... ...... ^ ^X 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? ........ ...... ^ ^X 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. 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 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §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 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)]. 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)]. 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. REV-1502 EX+ (6-98) ~, SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Henry J. Grothe 21-06-0455 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. 1096 Cocklin Street, Mechanicsburg, Pennsylvania 17055 139,740.00 assessed value of $139,740.00: owned individually by decedent 2. 121 Cambridge Drive, Mechanicsburg, PA 17055: owned as tenants in common with son 71,920.00 Henry J. Grothe, II, Assessed value is $143,840.00: reported at 50% of value 3. 5505 Moreland Court, Mechanicsburg, PA 17055: owned as tenants in common with son 110,340.00 Henry J. Grothe, II, Assessed value is $220,680: reported at 50% of value TOTAL (Also enter on line 1, Recapitulation) I ~ 322,000.00 (If more space is needed, insert additional sheets of the same size) REV-1507 EX+ (6-98) ~ SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER Menry J. Grothe 21-06-0455 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Henry J. Grothe 21-06-0455 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 1. USAA Account account number 65826451 12,685.08 2. USAA Money Market # 42902815061 525.89 3. USAA Account # 34900338083 52,468.06 4. USAA account # 64529240 37,296.73 5. Navy Federal Credit Union checking # 708 738.26 6. Navy Federal Credit Union savings # 005 17,414.52 7. 1994 Toyota: actual sale price 1,000.00 8. Veterans Administration Death Benefit 100.00 9. Claremont Nursing Home Refund 20.39 10. USAA Auto Insurance Refund 923.68 11. Claremont Nursing Home Refund 6,045.00 12. Vanguard 500 Index Fund account # 9933550686 13,225.30 13. Vanguard Windsor account # 9933550686 2,034.29 14. Vanguard Windsor account # 9933550686 11,318.03 15. Vanguard Wellington Fund account # 9933550686 11,713.44 16. United States Treasury: 2005 Federal Income Tax Refund 257.00 17. Miscellaneous personal property (estimate) 1,500.00 TOTAL (Also enter on line 5, Recapitulation) $ 169,265.67 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Henry J. Grothe 21-06-0455 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Henry J. Grothe, II B. C. JOINTLY-OWNED PROPERTY: 121 Cambridge Drive, Mechanicsburg, PA 17055 I son 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 i of DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 01114/03 Members First FCU Account Number 189056-00 26.59 50 13.30 2• A. 01/04100 Members First FCU Account Number 189056-11 332.18 50 166.09 TOTAL (Also enter on line 6, Recapitulation) $ 179.39 (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 SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Henry J. Grothe 21-06-0455 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 TODECEDENTAND THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE ~ Ittems 12, 13, 14 and 15 from Schedule E, which are Vanguard IRA accounts, were inherited by decedent from his prior wife Clare O'Dea Grothe. Clare O'Dea Grothe predeceased Henry J. Grothe, who was the beneficiary of the accounts. The accounts are listed at full value on Schedule E. TOTAL (Also enter on tine 7 Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Henry J. Grothe 21-06-0455 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Geigle Funeral Home 1,628.00 2. Susan Grothe-obituary 193.20 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 20,000.00 Name of Personal Representative(s) Dierdre James, Esquire Social Security Number(s)/EIN Number of Personal Representative(s) 546-87-254 street Address 131 Birch Street City Midland Park .state NJ Zip 07432 Year(s) Commission Paid: 2. Attorney Fees 15,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 530.00 5. Accountant's Fees 3,500.00 6. Tax Return Preparer's Fees 7. Cumberiand Law Journal -legal advertising 75.00 8. The Sentinel -legal advertising 187.85 9. TOTAL (Also enter on line 9, Recapitulation) $ 41,114.05 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) SCHEDULE 1 DEBTS OF DECEDENT, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT , ESTATE OF FILE NUMBER Henry J. Grothe 21-06-0455 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 Claremont Nursing Home 25,309.62 2. USAA -insurance 92.9g 3. Mortgage on 1096 Cocklin Street, Mechanicsburg, PA with USAA acct # 0702000601 96,104.68 4. Mortgage on 5505 Moreland Court, Mechanicsburg, PA with Bank of America acct. # 2004246928. 128,925.42 5. Mortgage on 121 Cambridge Drive, Mechanicsburg, PA with Citi Financial acct # 0003735344 70,148.89 6. United States Treasury: 1998 Federal Income Tax 9,547.00 7. United States Treasury: 1999 Federal Income Tax 28,279.00 8. United States Treasury: 2000 Federal Income Tax 7,678.00 9. United States Treasury: 2001 Federal Income Tax 7,587.00 10. United States Treasury: 2002 Federal Income Tax 5,551.00 11. United States Treasury: 2003 Federal Income Tax 8,664.00 12. Untied States Treasury: 2004 Federal Income Tax 2,831.00 13. Pennsylvania Dept. Revenue: 1998 Income Tax 2,619.00 14. Pennsylvania Dept. Revenue: 2000 Income Tax 283.00 15. Pennsylvania Dept. Revenue: 2001 Income Tax 679.00 16. Pennsylvania Dept. Revenue: 2002 Income Tax 376.00 17. Pennsylvania Dept. Revenue: 2003 Income Tax 265.00 18. Pennsylvania Dept. Revenue: 2004 Income Tax 311.00 19. Pennsylvania Dept. Revenue: 2005 Income Tax 896.00 20. New York Dept. Revenue: 1999 NY Income Tax 6,875.00 21. New York Dept. Revenue: 2000 NY Income Tax 2,139.00 22. New York Dept. Revenue: 1998 Interest and Penalties 3,644.00 23. New York Dept. Revenue: 1999 Interest and Penalites 4,644.79 24. New York Dept. Revenue: 2000 Interest and Penalities 1,095.00 Total from page 2 of Schedule I 54,701.15 TOTAL (Also enter on line 10, Recapitulation) $ 469,246.54 (If more space is needed, insert additional sheets of the same size) ESTATE OF HENRY J. GROTHE Schedule I -Continued 25. United States Treasury: Interest and Penalities Tax Years 1998 through 2003 $ 51,678.00 26. Pennsylvania Dept. of Revenue: 2007 Income Tax $ 748.00 27. United States Treasury: 2007 Federal Income Tax $ 522.00 28. Additional Interest and Penalities assessed by IRS but unexplained to accountant and executor $ 1,753.15 TOTAL $ 54,701.15 REV-1513 EX+ (g-00) - SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Henry J. Grothe 21-06-0455 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 distributions, and transfers under Sec. 9116 (a) (1.2)] Beverly Sokel c/o Stephen J. Hogg, Esquire former wife residuary 19 South Hanover Street, Suite 101, Carlisle, PA 17013 2• Henry J. Grothe, II son real estate 121 Cambridge Drive, Mechanicsburg, PA 17055 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 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) .~ Detailed Results for Parcel 13-24-0791-~ DistrictNo 13 Parcel ID 13-24-0791-002C-U5505-1 MapSuffix HouseNo 5505 Direction Street MORELAND COURT Ownerl GROTHE, HENRY J C/O & HENRY J GROTHE II PropType R PropDesc LivArea 864 CurLandVal 0 CurImpVal 59550 CurTotVal 59550 i/ CurPrefVal Acreage .00 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo 09 SaleDa 24 SaleCe 19 SaleYr 99 DeedBkPage 00208-00311 YearBlt 1988 HF File Date HF_Approval_Status )02C-U5505-1 in the 2004 Tax Assessment Database V ~ / ~ ~O/I(a~%19i /I I v/Y! ~~ ~SSCSs Grr( .~ g. Ss ~1,SS1D i ~~ ~ S~'~ ?3~ Z Z~, ~~~ Page 1 of 1 http://taxdb. ccpa.net/details.asp?id=13 -24-0791-002C-U5505-1 &dbselect= l 12/ 14/2006 Page 1 of 1 Detailed Results for Parcel 13-24-0791-~ DistrictNo 13 Parcel ID 13-24-0791-002C-U5505-2 MapSuffix HouseNo 5505 Direction Street MORELAND COURT Ownerl GROTHE, HENRY J C/O & HENRY J GROTHE II PropType R PropDesc LivArea 864 CurLandVal 0 CurlmpVal 59550 CurTotVal 59550 CurPrefVal Acreage .00 C1GrnStat TaxEx 1 SaleAmt 0 SaleMo 09 SaleDa 24 SaleCe 19 SaleYr 99 DeedBkPage 00208-00311 YearBlt 1988 HF File Date HF_Approval_Status )02C-U5505-2 in the 2004 Tax Assessment Database http://taxdb.ccpa.net/details.asp?id=13-24-0791-002C-U5505-2&dbselect=l 12/14/2006 Page 1 of 1 Detailed Results for Parcel 13-24-0791-I DistrictNo 13 Parcel ID 13-24-0791-002C-U5505-3 MapSuffix HouseNo 5505 Direction Street MORELAND COURT Ownerl GROTHE, HENRY J C/O & HENRY J GROTHE II PropType R PropDesc LivArea 736 CurLandVal 0 CurImpVal 50850 CurTotVal 50850 CurPrefVal Acreage .00 CIGrnStat TaxEx 1 SaleAmt 0 SaleMo 09 SaleDa 24 SaleCe 19 SaleYr 99 DeedBlcPage 00208-00311 YearBlt 1988 HF File Date HF_Approval_Status )02C-U5505-3 in the 2004 Tax Assessment Database http://taxdb.ccpa.net/details.asp?id=13-24-0791-002C-U5505-3&dbselect=l 12/14/2006 Page 1 of 1 Detailed Results for Parcel 13-24-0791-I DistrictNo 13 Parcel ID 13-24-0791-002C-U5505-4 MapSufCx HouseNo 5505 Direction Street MORELAND COURT Owned GROTHE, HENRY J C/O & HENRY J GROTHE II PropType R PropDesc LivArea 736 CurLandVal 0 CurlmpVal 50730 CurTotVal 50730 CurPrefVal Acreage .00 CIGrnStat TaxEx 1 SaleAmt 0 SaleMo 09 SaleDa 24 SaleCe 19 SaleYr 99 DeedBkPage 00208-00311 YearBlt 1988 HF File Date HF_Approval_Status )02C-U5505-4 in the 2004 Tax Assessment Database http://taxdb.ccpa.net/details.asp?id=13-24-0791-002C-U5505-4&dbselect=l 12/14/2006 Fee Simple Deod: Individual or Corporate ALAI No. 14150 This Indenture~.dethla loth darer September 19 99 Between HENRY S. GROTHB, A EINGLE PERSON (,hC7eilmttOr CauCd the Gnt[It0(/a), OCthe One peR and Attp HENRY J. GROTHE, A SINGLE PERSON AND BENAY J. GROTHE, II, A SINGLE PERSON ()IEIEinaRCr CH110d the Gtanteds), of the Other part, Witnesseth That inconsideradonofoNE AND No/loo (sl.oo) Dollars, in hand paid, the receipt whereofls hereby acknowledged, the said Grantor/a dddoes hereby Brain and convey unto the aaidGnuruxls, their heir aadassigns, ALL TNOBE CERTAIN condominium unite situated in the village of Moreland IIi, A Condominium (the 'Condominium'), Lover A11en Township, Cumberland county, Pennsylvania, being designated as UNiT Noe. 5505••1, 5505-2, 5503-3 and 5505-4 in the Declaration of the Condominium, dated April 30, 1992 cad recorded May 5, 1992 in Cumberland County Misc. Book 417, Psga 924, and the Declaration Plana of the Condominium dated April 21, 1992, recorded Nay 5, 1992, in Cumberland county Plan Hook 64, page 44; and the Pirst Amendment to Declaration of Condominium, dated June 14, 1993 and recorded June 14, 1993 in Cumberland County M1sc. Hook 446, Paqe 538 and the Plan dated May 26, 1993, and recorded Juae 14, 1993, in Plan Hook 66, Pnge 53; and the Second Amendment in condominium, dated November 5, 1993 and recorded November 8, 1993 in Cumberland County Miac. Book 458, Page 585, and the Plan dated November 5, 1993, recorded November 8, 1993, in Plan Hook 67, Page 23; and the Third Amendment to Declaration o! Condominium, dated April 29, 1994 and reaordad May 2, 1994 in Cumberland county2Mi1994Hinkplan~HOOk Page 826 and the Plan dated April 29, 1994 and recorded May , 66, Page 3, under the provisions o! the Uniform Condominium Act of the commonwealth of Pennsylvania, as amended from time to time (Act of July 2, 1980, P.L. 286, No. 82). HEING T8E SAME PR$MISES which Village of Moreland, inc., a Pennsylvania corporation, by Deed bearing date the 30th day o! octobas, 1998, and recorded in the office of the Recorder of Deeds Por Cumberland County, Pennsylvania, on the 2nd of November, 1998, in Record Hook 188, Page 287, granted and conveyed unto Henry J. Grothe, a mingle person. UNDER AND SUBJECT TO reetriotions and conditlone a• now appear of record. ToGETaER with all right, title and interest in and to the Common Elements ae more fully set forth in the aforesaid Declaration o! the condominium and Declaration Plans, as amended from time to time. Tax Map (13) 24-0791-0020 ~-~•p~ a~ -~rac~~' ~c ~oc~ ~~~r ~o ~°-~t~ Son ~~ .- cn ~:: ~ ~ ;a o rv '=: i s ~ ~._ ~ :;~: ~ c~ ~:: . ~ C, ' soaK 20B Pac¢ 311 r~ ~ rn '~ "' r i-. ~ u O ~ U~ ~r ~eFenn eJE01P~ RN. QY!]ID~ An (~ the said Grantorls dodoes hereby corwettant to and with the said Grantet/a that he the said Grantor/s for himaelt, hie hairs and asaigna SBALLANIIWQ.L by thou pr~aanta, aPL^CZ7ILLY ,Warrant and forever Defend the herein above described premises, with the ]reredttartrenu sad appurtenanoea, unto the said GranterJs hia heir^ and assigns, against the said Grantor/s and ageLut every other person lawfully claiming or who shall hereafter claim the same or any pert thereof, by, from or under him, hor , it, ar any of them. IIV W 1TNE33 WHEREOF, the said Grantor/s hasThave caused ttroae presenu to be duly executed, the day and year first above written. Sealed and Delivered ''^`r~ in the presence of ~ . Henry J. cro s (~1 Commonwealth of Pennsylvania: County of On this, the day of 19 before me, the undersigned officer, personally appeared who ackaowtedged 6itnaelf/hetself to be rho C of a a~ corporrallon, and that hdehe as such ,being authorized to do so, exewted C the foregoing itutrument for the purpose therein contained by signing the tome of the corporation by himsclt/herself as Nolery Public Commonwealth of Pennsylvania: County of ~ ((/y/~ r f G /~ On this, the „2t1 ~ day of ~Jlt.~>l /J-er- 19 `~9 , before me, the undersigned officer, personally appeared Henry J, arotho, a aingia psraon NOTAAAt S@At XAPiETt[ L AEWWWGTOtI, Mabry R,S1e Camp MI bro. C+Rnbrtand Ca, pA Ni' t:arR1nlrrion Fiyir Sept. 10, s'^ol ~^ ~rteofPennsylvania 86 ;~d..~µ ~ai%: ~ '•tr3~ 1 ,~ , . N V un;y of Cumberland J crdEd in the office for tfia recording of Deaiis ~~ m Suet for be!lard County,~'~y~~ ~~ ~ ~ Book-~~- Pa9e.iFr- :i:iuss my hand and ~ai odeototr~a'°in- ' (1(• t~h S Carlisle, PA this -.~'~- Y ~~~---•o~7~i G ,~ ~' ,~ d ~~ ff ~ ~ o~~ 5 0 A Q~ C lmown to me (or satisfactorily pmven) to be the persan/s whow namds ts/are wbsrxibed to the within instrument and acknowledged flat hdshe/they executed the same for the purposes theren conui Notary Public ttwra~.R6000tPRR...otrrns BOOR Zfl$ PAf[ 312 Page 1 of 1 Detailed Results for Parcel 13-23-0559-020. in the 2004 Tax Assessment Database DistrictNo 13 Parcel ID 13-23-0559-020. MapSuffix HouseNo 121 Direction Street CAMBRIDGE DRIVE Ownerl GROTHE, HENRY J C/O & HENRY J GROTHE II PropType R PropDesc LivArea 1736 CurLandVal 27970 CurlmpVal 115870 CurTotVal 143840 r/ CurPrefVal Acreage .19 C1G rnStat TaxEx 1 SaleAmt 1 SaleMo 09 SaleDa 24 SaleCe 19 SaleYr 99 DeedBkPage 00208-00309 YearBlt 1962 HF File Date HF_Approval_Status http://taxdb.ccpa.net/details.asp?id=13-23-0559-020.&dbselect=l 12/14/2006 l Fee Simple Dad: Individual or Corporate ASaG No . 1431 This Indenturemaaewi, 20th day of september !9 99 Between BENRY J. 6ROTHE, A BIxGLE PERSON (hereinafter celled the Grantorls), of the one part aad AND HENRY J. GROTEfa, A SINGLE PERSON AND HENRY J. GROTHE, II, A 6INGLE PERSON (heroinaRer fined the Grautals), of the other part, WItII0S5Cti1 That inwnsidcraUonofoNE AxD xo/loo (81.00) Dollars, in trend paid, the receipt whereof is hereby aelmowlodged, the said Grantor/s dddoa lureby grant Had ooovcy unto the saidGrantee/s, their heir andassi8ns. ALL THAT CERTAIx lot in Ylan NO. d-A, Windsor Park, Lower Allen TOwnehip, Cumberland County, Pennsylvania, as shown on the survey recorded xovamber 17, 19b0, in Plan Book 12, Page 3, by D. Y. Raffenspsrger, R.B., more particularly bounded and described as follows, to wits LOT NO. 9, 6ECTZONN "D"r BEGINNING at a point 620 feet in a Northwesterly direction Eros th• northern oorner of the intersection between oxford Drive and Cambridge Drive, along the northern ^ids of Cambridge Drive) theme xorth forty-four (6d) degrees thirty-eight (36) minutes west, seventy-five (75) feet along the nortbern ^ids of Cambridge Drive to a polntr thence North forty-live (45) dsgree^ twenty-two (22) minute^ east, along the division line between Lota xos. 9 and 30, ens hundred ten (lI0) feet to a pointy thence South forty-four (dd) degrees thirtywight (38) adautes •ast, along the division line betveen Lots nos. 9 and 29, seventy-five (75) foot to a point= thence Booth forty-five (45) degreae twenty-two (22) minutes West, along the division line between Lota Nos. Band 9, 110 feat to a point, the Plane of BEGINNIxc. UNDER AND SUBJECT TO restrictions, covenants, conditions and easements ae now appear of record. aalNC the same premiee• xbioh Dina a. Honking, Administratrix oL the Estate of Helen x. Grothe, by Dsed bearing date the 30th day o! April, 1999, and recorded in the Offioe of the Reaordar of Deeds in and for Cumberland County, Pennsylvania, on the 3rd day of Nay, 1999, in Record Book 198, Page 822, granted and conveyed unto Henry J. crothe. TAx MAY 13-23-0559-020 TeX elticmp~ as -lror-~r-~~ ~~ ra 'rnT cn ~ ~~ -`"v z' ;i N ~c,:.~ s ~ r, -, :.. ~ o=`~'= soox 206 PAGE 309 = ~' N ~ rn :_ Q ~ ~ ni Lp ~ U1 Z Y Al~d the said Grnntor/s dddoes hereby convenant to and witl! tho tafd Grantec/s that he the said Grantor/s for hiaisalf, his hoir~ and assigns SHALL ANDWQ.L by thaw presents, GaNaxnLLx Warrant and forever Defeod the herein above described premises, with the hereditamcnts and appurterwrlas, unto tlw said Grantees hie heirs and assigns, against the said Grantor/s and agahut every other person Iswtblly claiming or who shall hereafter claim the samo or any part lhercoC by, from or under him, her, it, or arty of them. ~ ~r~ggg WH1LR&OB, the said Grantor/s haa/havs caused these presents to be duly exxvte4 the day and year 5rst above written. Sealed and Delivered ) /~ ' i~ in the af: ~/ ~ ) ~/ ~"` Henry J. cro (Seal) Commonwealth otPermsylvania: County of 19 before me, the undersigned officer, ~< On this. the daY of p,~ ~~ ~{ to lx the !~ perwnallY appeared a of corporation, and that heshe as such ,being authorize! to do so, extxsrted p the foregoing instrument for the purpose therein contained by signing the name of the corporation by himseVAletxlf Notary Public Commonwealth of Pennsylvania: County o~ - r,~~~ On this. the aD'~ daY ~ m ~ ~'r 19 rl ~ .before me, pre undersigned officer, D personally appeared Henry J. arotha, a •ingls parson known [o mo (or satisfactorily proven) to be the persorJs whoa neme/s is0are subscribed to the within instrument and sa acknowledged that hdahethey exavted the same for the therein oontai vq ~~';~~~' Notary Public z.oi: . ~Ar ~ -~S, J.w ~d~, 0 Z is Q. Q A Stzt of PcnnsYl CourtY of Cumb !;~:rn: d2d in the I^ nd Fn• u o Soc. i~.<;!~.~is. PA this rfX3.4- r+maaLU ee+t JEA>,tTIE L peraaroreTOni, ~Y 111at!c Carp Isi lees, 4Anbwland Go., pA 1M.y l.oneAYdcn E+pMas !±+[u. 10, .Ml ~ . Q ~ ~ ~ ents ll rlandJ 86 office tot the recording of Deeds beflard County,)a.,, ~ Pa I . - VO °f ! Offic l ,~. t c~ ~. n any ?e day of -~~+-- ~l- v a t, ~y 'J ~q o ~~~ ~ ~~i~ s~ u~ .°e o~ 8. o sooi< 2OB PAGE 310 ~Fa..n mO01PA 14v.OY7397 Page 1 of 1 Detailed Results for Parcel 17-24-0791-086. in the 2004 Tax Assessment Database DistrictNo 17 Parcel ID 17-24-0791-086. MapSuffix HouseNo 1096 Direction Street COCKLIN STREET Ownerl GROTHE, HENRY J C/O PropType R PropDesc LivArea 1316 CurLandVal 50000 CurImpVal 89740 CurTotVal 139740 f CurPrefVal Acreage .38 CIGrnStat TaxEx 1 SaleAmt 126900 SaleMo 10 SaleDa 11 SaleCe 20 SaleYr 00 DeedBkPage 00230-01083 YearBlt 1965 HF File Date HF_Approval_Status http://taxdb.ccpa.net/details.asp?id=17-24-0791-086.&dbselect=l 12/i 4/2006 a RECORDATION REQUESTED BY: ~ r. c o ~ m ~ o c~ ~ n O m~~ ~, 1--+ ~ ~m ~ O ~ j " WHEN RECORDED MAIL TO: ~ ' ! V '11 Henry J. Grotbe -a ~ ~1 N 1096 Cocklin Street 3 0 ~ `„ Mechanksburg, PA 17055 w ~- rn r3 -1 fl, R, TAX PARCEL NO. i -< v ~' ~ -o a SEND TAX NOTICES TO: Henry J. Grotlte 1096 Cocklin Street Mechanicsburg, PA 17055 SPACE AHOVE THIS LINE IS FOR RECORDER'S USE ONLY THIS DEED, Made the ~d~- day of ~~_ , 2000, BETWEEN LAWRENCE BABITTS and GERALDINE E. BABITTS, husband attd wife, hereinafter designated as the Grantors, AND HENRY J. GROTHE, single, hereinafter designated as the Grantee. WITNESSETH, that the Grantors for and in consideration of ONE HUNDRED TWENTY SIX THOUSAND NINE HUNDRED DOLLARS ($126,900.00), lawful money of the United Slates of America, to the Grantors in hand well and truly paid by the Grantee, at or before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged and the Grantors being therewith fully satisfied, do by these presents grant, bargain, sell and convey unto the Gtantee forever. ALL THAT CERTAIN tract or parcel of land and premises, situate, lying and being in the Borough of Mechanicsburg in the County of Cttmberiand and Commonwealth of Pennsylvania, more particularly described as follows: BEGINMNG at a point on the southern side of Cocklin Street, said point being at the dividing line between Lots Nos. 91 and 92 on the hereinafter mentioned Plan of Lots; thence 8001( ;2~j0 PA4ELU83 , along said dividing line South 21 degrees 13 minutes East, a distance of one hundred ninety- one (]91) feet to a point at line of lands now or formerly of Miller and Miller; thence along said lands South 65 degrees 06 minutes West, a distance of eighty-seven and sixty-seven hundredths (87.67) feet to a point at corner of sands now or formerly of William A, i'Cnaub; thence along said lands North 21 degrees 02 minutes West, a distance of one hundred ninety- three and fifty-four hundredths (193.54) feet to a point on the southern side of Cocklin Street; thence along the southern side of Cocklin Street North 66 degrees 43 minutes East, a distance of eighty-seven (87) feet to a point the place of BEGINNING. BEING Lot No. 92 on the Plan of Section I03 of Orchard Crest, Inc. Said plan being recorded in Plan Book 16, Page 42. HAVING thereon erected a one story brick and frame ranch type dwelling house known and numbered es 1096 Cocklin Street, Mechaaicsburg, Pennsylvania. UNDER AND SUBJECT, NEVERTHELESS, to all easements, restrictions, encumbrances and other matters of record or that which a physical inspection or survey of the premises would reveal. BEING THE SAME PREMISES granted and conveyed unto Lawrence Babitts and Geraldine E. Babitts by Deed of Stewart C. Armstrong and Elizabeth M. Armstrong, dated July i7, 1998 and recorded July 22, 1998, in the Cumberland County Recorder of Deeds Office in Deed Book 181, Page 947. TOGETHER with all and singular She buildings, improvements, ways, woods, waters, watercourses, rights, liberties, privileges, hereditaments and appurtenances to the same belonging or in anywist appertaining; and the reversion and reversions, remainder and remainders, rtnts, issues and profits thereof, and of every part and parcel thereof; AND ALSO all the estate, right, title, interest, use, possession, property, claim and demand whatsoever of ttte Grantors both in law and in equity, of, in and to the premises herein described and every part and parcel thereof with the appurtenances. TO HAVE AND TO HOLD all and singular the premises herein described together with the hereditaments and appurtenances unto the Grantee and to the Grantee proper use and benefit forever. AND the Grantors covenants that, except as may be herein set forth, they do and will forever specialty warrant and defend the lands and premises, hereditaments and appurtenances hereby conveyed, against the Grantors and all other persons lawfully claiming the same or to claim the same or any part thereof, by, from or under it, them or any of them. In a[I references herein to any parties, persons, entities or corporations, the use of any particular gender or plural or singular number is intended to include the appropriate gender or number as the text of the within instrument may require. Wherever in this instrument any party shall be designated or referred to by name or ^ general reference, such designation is intended to and shall have the same effect as if the words eoort 230 veCE1084 "heirs, executors administrators, personal or legal representatives, successors and assigns" had been inserted after each and every such designation. IN WITNESS WHEREOF, the Grantors have hereunto set their hands and seals the day and year ftrst above written. Signed, Sealed and Delivered in the presence oP ~~~! '"--'i -~- LA RENCE BABITTS -~ ~~- GERALDiNE E. BABITTS COMMONWEALTH OF PENNSYLVANIA } ,p~, : SS. COIINTY OF ~ / u>-~ } BE IT REMEMBERED, that on ~' T i ~ , 2000, before me [he subscriber personally appeared Lawrenc aUitts and Geraldine E. Babitts, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within,~w~ ,y instrument and acknowledged that they executed the same for the purposes therei ~ til~~~.j~:., IN WITNESS WHEREOF, I hereunto set m hand an ccial seal ~`~~`'"?1~ti` 4- uorxpiu titAL nENEEL-NN1V~Y, aouttY Mtalnl Notary carnnvE Eon0. cur~eEauuto uo.. PA rn tsransEwn E:wnes oEeasen+~aaot COMMONWEALTH OF PENNSYLVANIA ) . SS. BOOR 2a3Q PACE~,O85 Cu~berland County Recorder uY Deeds lnstrwent Filins keceivtN 2A0158 lnstrN 2000-028220 10/11/2000 15:25:55 Re~arks: SAIDIS/DROTHE A ~ ~ '° W ~ ~w ~ W sae ~ ~ A ~ ~ x~ ~ $ .u~ U U. U w ~o ~~ ~ u Y1 v ~ ,~ u v a o 0 n 'r ~~ d 's V1 V ~ A `'v~ x~~ .v V W N 0 tt eabK 230 PACFIOBB DEED 11.50 DEED - NRIT N .50 DEED - RTT E~,TJA ~ 12G9.00 - NECHANICSBl1R8 tffCNANICS6UA8 634,54 DEED - R/H ~ ~ "~ ~ 11.50 CD IMPROVE f~ h 1.00 REC. INPRVN ' ~ 1.00 CbeckN 1190 .., C f1,294.00 "~ CheckN 1109 ~ ~' f.50 ~ ChedcN 11093 u f1,2G9.00 Total Received....... f2,5G3.58 .~g~z~ ~ ~~~ 37~- RODERT i•. ZIE~tER RECORDER OF DEEDS CUMBERtAI(D COUNTY-PA 'i10 OCT 11 PIS 3 24 AF~.ss x>>z~Dnac l ~ro• USM F1LLa11L a7wINUe aNIK Attrta In 8iousa Origination of Mortgages 10750 liGDenaatt FYwy., B6B C02N,)~l Ban Antoetio, TX 78288 Parcel Number. Inert t: 702000601 lawp nee.. riY r.ma /er >~ Decal MORTGAGE TFfl3 MORTGAG& ('Seoutiry Lbtnamrtt~ is given on October 1 0, 2000 .The mortgagor is BF~Y J. Gii0T4~, a single person C9• Thu Seotrriry Insttummt is given to U9AA Ft~ERAL 3AV~ BANR, A Fl~tALT~f QUID SAVItiGB ASSOCIA7.ZOti which is organised and axiatiog utKLr the Itura of the Unit+ad States O! AD]BriCa . aM whoa address is 10750 McDexmott Freeway, ban ArltoniA, 79f 78288 ('I.errde~'). Barrawc owes [.mtder the prinoipsl atKn of One Rtr[fdred Orte T)eottsartd Five EOntdred Twenty Acrd No/1000tha fbllua tU.S. S 101, 520.00 ). Thin debt is evidenced by Bwrowets note dsbd the acme data v this Security Intawrnant ('Non7, which provides for mantldy paymatb, with the tWl debt, if not paid earlier, dw cod payabb on November 1, 2030 .Thu Seouriry hbnneteat sectrva to Lender (a) the rapayrrtwtt of tM debt avtdateod by the Note, with intens6 and all raoswals, extensions and roodi6oatioos of 1M Note; (b) tlw pymsrt of e0 ot-hQ atrrta, with iobseet, advanced under pangtaph 7 to progot the security of thin Saouriry htst<uro:r4 nd (a) tM par[omunoe o[ Banowa's oovwanb sad agteamatn under this Semuiry htsttvmaK and dta Note. Fa tbis Pmp~. Honowar doe 6meby mortpge, gnat end oanvry to Iwnder dr fo8ovvmg dasedbed propary MNNaYWJWA• tanya fnN/~MMMFli.MC UIIIFORM IltsttelUllUT ~p~ii~ fp^p^Rl{ •tNl'N leeeel Roma iW I~I~~~119 M~ s MI-Ua1rTD~a! enlleal. eowifi49fp~ ~Q5 ~•, ~ ~- ~'=. ~~~..~: ~ . .. ;~C'• , ~ ~_ r ~ ^_y7~;~~: (,CC -,Sic' .tit%Si'//3K ~~z tx ; r,~~ /,''t, ..~ ~j..~ , r ~~ ~ ~~ j~~(~,3 Lf ~,~-~~ AFTER RECORDING MAIL TO: - ~: ! ii Old Kent Mortgage Company ~'' - ` ~ `' Secondary Marketing Operetlons ~ ~ ~ ' "• I• ^ ~ ~ J C O U t1 f ~ - pA Final Documentation P. o. Box2oa '38 F;OU 2 fl17 10 26 Grand Rapidsm MI 49501.0204 , LOAN NO. I t a i 4 1 4 ~~~~ 1 ~15D (apace Above Thb Unt For Aaeordlnp Data( / ' '/' MORTGAGE THIS MORTGAGE ('Security Instrument') Is given on o c i o b e r 3 0 , lase .The mortgagor Is Henry J. Gratha, earned ' ('Borcower). This Security Instrument IS given to Old Kant Norigaye Lonpany, which Is organized and existing under the laws of t n a s t. i t o f H f c h 1 g a n, andwhoaeaddreasls 1a20 11th St., S.E., brand Rapids, MI 19512 ('Lender7. BW(OWer OWeb Lendef the principal aUm d Ona Hundred Forty Tro Thousand Dollars and no/1OD Ddlere (U.S. Z t 4 z , D D o . o o ). This debt Is,evkJenced by Borrower's note dated the same date as this Security Instrument ('Nde~, which provides for montMy payrneMS, with the full debt, Y nd pakl settler, due and payawe 011 a a v e a b e r t . Y o z a Thia Security instrument secures to Lender: (a) the repayment of the debt evidenced by the Note, with Interest, end di renewals, extensions and modiftcatlone of the Note; (b) the payment d all other sums, with Interest, advanced under paragraph 7 to prdect the securhy of this Security Instrument; and (c) the pertormerlce d Borcowers covenants end agreements under this Security Instrument and the Note. For this purpose, Borrower does hereby moAgege, Brent and comrey to Lender the fdlowing deacrkled property located In C u e b e r l a n d County, Pennsylvania: SEE EXHIBIT ATTACHED HERETO AND MADE A PAai XEAEOF. which he8 th@eddresa of 5505 Nora land Court Nechanlesbvre , iSVeatl [GNI Pennsylvania Cross ('Property Address'); IZm Code( TOGETHER WITH all the Improvements now w hereafter erected on the property, and all easemems, appltrtenancea and fixtures now or hereafter a pert of Cite property. AO replacements and addltbns shell also be covered by this Security Instrument. AU d the foragoing is referred to In this Security InstntmeM as the "Pro~erty.' BORROWER COVENANTS that Borrower b lawfully seised d the estate hereby conveyed and has the r ght to rclortgage, grem and catvey the Property and that the Propariy is unencumbered, except for encumbrances d record. Borcowsr warcenta eM wlq defend genereliy the title to the Property against ell dolma end demands, subject to any encumbrances d record. PENNMVANIA-SINGIE FAMILY-FNMA/FHLMC UNIFORM INSTRUMENT FORM 0030 a/e0 ISC/CMDTPA//OJ-1/303eIe.e01-L PAGE i C)Fe es,~l f433 r~;~ e°12 • ~,.,,„Ty tl>~ -.~'+~`'"'0 A3 /r G G 7 Okj s6 ~ ~~-~G-~ r~ ROBERT P. Z1EGL~R AFTER RECORDING MAIL To: RECOP.DER OF CEEDS Sovereign Bank CUt~BERLAND CGUtiTY-PA MCS 10-421-LP3 525 Lancaster Avenue, Suite 305 ~ ~~9 ~flY 3 P~1 3 O~i Reading, PA 19611 Parcel Number. 13-23-0559-020 A~~/~ / ISpan AMre 714 l.lae For RttorOiaa Dotal J.~ AP/ GROTHEI7-21156 MORTGAGE LNt 017-6316727 THTS MORTGAGE ('Security [rtswment') is given on April 30, 1999 .The mortgagor is HENRY J. GROTHE ('Borrower'). This Security Initrumeat is given to Sovereign Bank wlrlch is otganirstl and existing under the laws of the United States of America ,and whoa addrm ia1130 Berkshire Boulevard, Nyemisstng, PA 19610 ('Leader'). Bormvler owes Lender the prindpal cum of Eighty Thousand and no/100 Dollars (U.S. S 80, 000.00 ). This debt is evidenced by Borrower's tare dated the sane date as this Security Irss4ument ('Note'), which providd for mowhiq paymmta, with the foil debt, if not paid earlier, due and payable on May 1, 2029 Thin Security Iestrument mores to Lender: (a) the repayment of the debt evidenced by the NoM, with interest, and all renewals, extetuions and modifiwtiom of the Note; (b) the payment of all other coma, with interest, advanced under paragraph 7 to yroteM the murity of this Security Instrument; and (c) the perfomunce of Borrower's covenamc and agreements under this Security lrutnrment and the Nate. For this purpose, Borrower dos hereby mortgage, grant and convey to LerWer We folbwing described properly located in Cumberl and County, Pennsylvania: whidr lus the address of 121 CAMBRIDGE DRIVE, MECHANICSBURG Isuerl. Ciiyi, Pemraylvaoia 17055 Itiv ~~I (-Property AddreM'): F9WiiYLVANIA-Node FaMr-RIMA?NLMO 1 UNIFORM NaT11UMNlT -erm 7019 f/70 ~pNpa II YgNa~ ~.eXl-Alnaa.or Aarer,Md~~ (IIIA~AI~~~) vnr rearwoe ra+wa • noon:ram I.~ 1 M a IIIY /0/NA1 ,y1 eooK1539racE . 76 ~~ ,~ T 11 ~ L 3 r ~ i> N N om A n N Z ~I ml m m ~ ' --r j -*~ - ~ ~. , ~. ~` o ~; w N m ~~~ \ 1 ---~ CD }-'3 rr^^J VJ ^~ l , ~'` ~z ~. n ~ ~ m ~~ •o m^ a5 f l ~~ N o~ v 'Z w o ~, m O N ,a -A '-' N ~T 0 r ~ ~ ~~ nom ,o nz W r ~n ~ ° T Z~~ ~$o ru ~ >9 ~ ~' ~ ~ m 111 ~ ~ ~ ~ W ~ D ~ Z ~, ~; ~ o ~ m o x ~ `~ ~ __ O ~ ~ r ~ ~' ~ ~ bb ~ \ ' C• ~1 \ r ~ ~ C ~ o ti ~ ~ C ~`, f '~ ~ 1 ~~ ~ ~~ ~ ~ ~ v ~, ~~ 4 ~-~~ ~ -~ _~ ~~~ ~w N ~ e O r ru O r .r ~ ~ ~'y ,~ v ~':" ~~ .: C, . O W r w r ru -.] a ~ .. r t .L7 .O r 1 ~~ 0 ~ w ~ ~~ --{ y o ---i o r~ ~t ~ .-~ ~ 1 i~~ ~~ T t"Pi ~l ~--+ ~~ 9800 Fredericksburg Road San Antonio, Texas 78288 USAA~ February 12, 2007 Michael A Scherer 19 W est South Street Carlisle, PA 17013 Dear Mr. Scherer: As you requested, I am providing the following March 8, 2006 account value information for: Brokerage Account ending in 6451 registered as: USAA FED SVGS BANK C/F SDIRA R/O HENRY J GROTHE Symbol CASH Total Shares Share Price Value 12685.08 1 $12,685.08 $12,685.08 If you need further information, please contact a member service representative at 1-800-531-8181. Sincerely, -L ,~ Raymond A Escamilla Investor Account Services Representative Investor Account Services USAA Investment Management Company (USAA), registered broker dealer 9800 Fredericksburg Road San Antonio, Texas 78288 USAA® EST OF HENRY J GROTHE C/0 MICHAEL A SHERER 19 WEST SOUTH STREET CARLISLE, PA 17013 February 12, 2007 U SAA # 45 80 54 Accounts 42902815061 -Money Market Fund 34900338083 - S&P 500 Index Fund Member Shares Dear Mr. Scherer: USAA is committed to providing excellent service to its members. As you requested, I am providing the following information for the accounts of the late Henry J Grothe registered as follows: HENRY J GROTHE ~cCEAs~ -~ CLARE O D GROTHE JTWROS -~ /~<<°"`''`~ 'Vts~~ W~'~ ~~'!y ''~' Gam' The account values on March 8, 2006 were: Share Accrued Account Account # Shares Price Dividends Value 42902815061 525.420 $1.00 $0.47 $525.89 34900338083 2,729.868 $19.22 NA* $52,468.06 Total Value $52,993.95 'Fund does not accrue daily dividends. 45 80 54-51068-48027-SAS.SAS45 EST OF HENRY J GROTHE Page 2 February 12, 2007 If you have questions, please call a USAA member service representative at (800) 531-8448 (in San Antonio, 456-7200). Sincerely, ~~' ~~ s, Raymond A. Escamilla Investor Account Services Representative Investment Operations USAA Shareholder Account Services (USAA). Enclosure 45 80 54-51068-48027-SAS.SAS45 ~~ 9800 Fredericksburg Road San Antonio, Texas 78288 USAA~ February 12, 2007 Michael A Scherer 19 W est South Street Carlisle, PA 17013 Dear Mr. Scherer: As you requested, I am providing the following March 8, 2006 account value information for: Brokerage Account ending in 9240 registered as: HENRY J GROYNE AND CLARE O D GROYNE JTWROS ~ picc~AS~'~ Symbol Shares Share Price Value JPM 367.394 41.6 $15,283.59 MCD 217.087 34.68 $7,528.58 MOT 321.393 21.28 $6,839.24 A~ 175.667 24.36 $4,279.25 FSL B 35.108 26.15 $918.07 GMST 800 3.06 $2,448.00 Total $37,296.73 If you need further information, please contact a member service representative at 1-800-531-8181. Sincerely, L/'Z~ / `" / Raymond A Escamilla Investor Account Services Representative Investor Account Services USAA Investment Management Company (USAA), registered broker dealer [~~ Law Offices O'BRIEN, BARK &SCHERER 19 West South Street Carlisle, Pennsylvania 17013 Robert L. O'Brien David A. Baric Michael A. Scherer Robert J. Dailey VIA FACSIMILE: (703) 255-7963 Navy Federal Credit Union P.O. Box 3002 Merrifield, Virginia 22116 RE: Henry J. Grothe S.S. # 727-01-4181 Date of Death: March 8, 2006 Account No.: 0030839005 Dear Sir or Madam: (717) 249-6873 Fax: (717) 249-5755 Email: r~~scherer'd',obslaw. cony December 15, 2006 Please be advised that I am the attorney for the Estate of Henry J. Grothe. Mr. Grothe passed away on March 8, 2006. Mr. Grothe had an account with you at the time of his death, and I would appreciate it if you would send me written verification of the account balance as of March 8, 2006 along with verification of how the account was titled. I have enclosed herewith a copy of a death certificate for your records. Thank you for your cooperation in this matter. MAS/j I Enc. cc: File Very truly yours, O'BRIEN, BARK &SCHERER Michael A. Scherer mas.dir/estates/ 01/30/2007 16:17 FAX 7032557963 DECEDENT ACCOUNTS f o0l/002 NA1~Y FEC~ERAL CREDfT UNION PO Box 3000 • Merrifield VA • 221 t9-3000 In reply refer to account no. FAX Phone: 1-800-883-3323 Ext 47558 703-255-7558 Fax: 703-255-7963 To: ~, EIvN1 ~ Fro Fax: ! I ! ~ ~~-=--~-4~~1-- Date: m: ~ VAitlic~; Decedent Account ~ ~ s : p~ Phone: Re: Page CC: Urgent ~/ For Review _Please Comment -Please Reply ,Please Recycle Q n s 01/30/2007 16:17 FAX 7032557963 DECEDENT ACCOLiNTS 0002/002 N~A~IY FECNERAL CREDIT,~~~ f.~" f o h/~Jo~j 1T L,r SAD ~-~~~s M~ /1~IA y Con1C.~~N, PO Box 3000 • Merrifield VA • 22119-3000 In reply refer to: ~o~ T~ ~-c~v~~ ~ E~~y ~ c~,~-r~ E or ~c~,~ Ef~t1~ ~a~ 5~~~~ - ~ ~3~, a~ MAX ~ukcr st~Ecu+us~ Imo, 1.~.~. aec~.u-~ ~ ~ ~/aa INVOICE NUMBER DATE DESCRIPTION GROSS AMT. DISCOUNT NET AMOUNT 40406VA 04/04/06 H. Grothe - Bur 100.00 0.00 100.00 CountyotCwnberland TOTALS 100.00 0.00 100.00 PLEASE ADUR ESS ANY CORRESPONDENCE REGARDING THIS VOUCHER OR TRANSACTION TO THE OFPICE OP THB CONTROLLER, CUMBERLAND COUNTY COURT HORSE. CARLISLB, PA. 17013. ___ ___._ ERPRIldT WlATlEitpSARK Otd TEIE 6AC6i .HOLD AT ANGLE TO MIEYY THIS CHEOK IS VQID N11TtIQUT A t~1~N 8. ~I.tIE $flit~EK AHD 8ACK6KQUNO PL61S A Kti1GHT 8 PING _ V-. °.._-- _:._ ~ _- _.__ _._,.....- COUNTY O~ CUN~ERLAND Sovereign Bank 60-7269/2313 GENERAL ACCOUNT CARLISLE, PENNSYLVANIA DATE GHECK NO. AMOUNT 04 14`06 632614 *******100.00 PAY bNE HCTNDRED AND 00/1b0-------------------------------------'----`------ ro ~rxE HENRY J . GROTHE , I I ORDER of 121 CAMBRIDGE DR MECHANICSBURG PA 17055 DOLLARS II' 6 3 2 6 L 4' L 7 4 10 6~ 3 P2T5 S u~~429U, 557550$; ,d1o18o3, 080 o L80 0 0~0 ~!' ~~ ~. 2 3 1 3 7 2 6 9 l1. i ~ ~ ~ ~ Vanguard° December 24, 2007 MICHAEL A SCHERER O'BRIEN BARK &SCHERER 19 WEST SOUTH ST CARLISLE PA 17013 P.O. Box 2600 Valley Forge, PA 19482-2600 www.vanguard.com Dear Mr. Scherer: We are responding to your letter notifying us of the death of Henry J. Grothe, and requesting a valuation of his accounts. First, please accept our condolences for your loss. As of March 8, 2006, the number of shares, the price per share, and the value of each fund were as follows: Fund Shares Price Value Windsor II Fund Inv 63.216 $32.18 $2,034.29 #9933550686 Windsor II Fund Inv 351.710 $32.18 $11,318.03 #9933550819 Wellington Fund Inv 378.953 $30.91 $11,713.44 #9933550686 500 Index Fund Inv 111.946 $118.14 $13,225.30 #9933550686 In addition, the funds were registered as an Inherited individual retirement account (IRA) for Henry J. Grothe as the beneficiary of Clare O'Dea Grothe. If you have any questions or need further assistance, please contact a member of our Transition Specialist Team at 1-888-237-9045. We are available Monday through Friday from 8 a.m. to 8 p.m., Eastern time. Sincerely, Roger Carter Registered Representative Correspondence Number 20087225 St MEMBERS 1St FEDERALCREDIT UNION Primary Owner: HENRY J GROYNE HENRY J GROYNE II REGULAR SAVINGS ACCOUNT: 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 Date Joint Ownership Established CHECKING ACCOUNT: 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 Date Joint Ownership Established MONEY MANAGEMENT ACCOUNT: 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 Date Joint Ownership Established Estate of: HENRY J. GROYNE Date of Death: March 8, 2006 Social Security Number: 727-01-4181 189056 -00 11 /16/1999 $26.59 $.00 $26.59 Henry J Grothe II 01 /14/2003 189056-11 01 /04/2000 $332.18 $.00 $332.18 Henry J Grothe II 01 /04/2000 185753 -00 07/13/1999 $25.00 $.00 $25.00 Henry J Grothe 07/13/1999 185753 -11 07/13/1999 $31.52 $.00 $31.52 Henry J Grothe 07/13/1999 185753 -05 10/09/2001 $157.21 $.01 $157.22 Henry J Grothe 10/09/2001 M ER,pS 1ST F //ERAL CREDIT UNION D Wise A. Wolfe Insurance Services Su~~rvisor January 25, 2007 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (717) 697-1161 wwwmemberslst.org Form 1040 Department of the Treasury -Internal Revenue Service u.s. Individual Income Tax Return 1998 99 IRS use only - Do not write or staple in this space. For the ear Jan i -Dec 31, i 998, or other tax ear be innin , 1998, endin , 19 OMB No. 1545.0074 Label Your First Name MI Last Name Your Social Security Number {see instructions.) Henr J Grothe 727-01-4181 If a Joint Return, Spouse's First Name MI Last Name Spouse's Social Security Number Use the IRS label. Otherwise, Home Address (number and street). If You Have a P.O. Box, See Instructions. Apartment No. ' . Important! ~ please print or type. 48 Wall S t 20th F l 00 r You must enter your social City, Town or Post Office. If You Have a Foreign Address, See Instructions. State ZIP Code security number(s) above. Presidential New York NY 10005 Yes No Note:Checkinp Election n i C Y 9 ~ ...................................................... Do ou want $3 to o to this fund . X 'Yes' wiJr nor change your tax or reduce g ampa ' t d (See instructions.) If a joint return, does vour spouse want $3 to go to this fund? yourre un . 1 X Single Flling StatUS 2 Married filing joint return (even if only one had income) . 3 Married filing separate return. Enter spouse's SSN above & full name here .... ~ Check only 4 Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your one box. dependent, enter this child's name here ... ~ 5 Quali in widow er) with de endent child ears ouse died - 19 ). See instructions.) 6a X Yourself. If your parent (or someone else) can claim you as a dependent on'his or ~ Nc. of boxes Exem tlOns her tax return, do not check box 6a ........ checked on P ........................................ 6a and 6b .... 1 ti 1 I Cnnuen ...... No. of voW ''-- If more than six dependents, see instructions. Income Attach Copy B of your Forms W-2, W-2G, and 1099-R here. If you did not. get a W-2, see instructions. Enclose, but do not staple, any payment. Also, please use Form 1040-V, Adjusted Gross Income If line 33 is under $30,095 (under $10,030 if a child did not live with you), see EIC In the instructions. (2) Dependent's (3) Dependent's chlloren On (4) if 6c who: c De endents: P SOCIaI security relationship qualifying child .lived u th hild t f number t0 y0U yo ax wi or c credit (see 1 First name Last name ~ did not I instructions) with youdr divorce or aration (se: instruction Dependent on 6c not entered above ... Add numb) -.,•...a .... d Total number of exem tions claimed ................................................. ..... . 7 Wages, salaries, tips, etc, Attach Form(s) W-2 ...............:.. . .................... .. 7 8a Taxable interest. Attach Schedule B if required ....................................... .. 8. bTax-exempt interest. Do not include on line 8a .............. 8b 9 Ordinary dividends. Attach Schedule B if required ..................................... .. 9 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) .... .. 10 11 Alimony received .................................................................. .. 11 12 Business income or (loss). Attach Schedule C or C-EZ ................................ .. 12 13 Capital gain or (loss). Attach Schedule D ............................................ .. 13 14 Other gains or (losses). Attach Form 4797 ........................................... .. 14 15a Total IRA distributions ...... 15a b Taxable amount (see instrs) .. 151 16a Total pensions & annuities 16a b Taxable amount (see instrs) .. 161 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 18 Farm income or (loss). Attach Schedule F ............................................ .. 18 19 Unemployment compensation ....................................................... .. 19 20a Social security benefits ...... ~ 20a~ 13 , 281 , ~ b Taxable amount (see instrs) .. 20 21 Other income. List type & amount -see instrs _ _ _ _ _ _ _ _ _ _ -------------- 21 22 Add the amounts in the far ri ht column for lines 7 throu h 21. This is our total income . ~ 22 23 IRA deduction (see instructions) ........................... 23 24 Student loan interest deduction (see instructions) ............ 24 25 Medical savings account deduction. Attach Form 8853 ....... 25 26 Moving expenses. Attach Form 3903 ....................... 26 27 One-half of self-employment tax, Attach Schedule SE ........ 27 28 Self-employed health insurance deduction (see instructions) .. 28 29 Keogh and self-employed SEP and SIMPLE plans ........... 29 30 Penalty on early withdrawal of savings ..................... 30 31 a Alimony paid. b Recipient's SSN ... ~ .... 31 a 32 Add lines 23 through 31a ................................................................ .. 32 33 ..................... Subtract line 32 from line 22, This is vour adjusted gross income ~ 33 ....~ vs s to ep: ~{ .)~ I 1 ....~ rs r~ 8 1 3.726. -596. 67,521. 11,289. 82,819. BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. Form 1040 (1 FDIA0112 11/02/98 Henr J Grothe 727-01-4181 34 Amount from line 33 (adjusted gross income) .......................................... 34 35a Check if: X^ You were 65lolder, ^ Blind; ^ Spouse was 65/older, ^ Blind. Add the number of boxes checked above and enter the total here ............. ~ 35 a 1 162657 ~r~ b If you are married filing separately and your spouse itemizes deductions or you were adual-status alien, see instructions and check here .............. '' 35 b ^ ction /ost 36 Enter the larger of your itemized deductions from Schedule A, line 28, Or d d h t l fi iple ar own on he eft. But see instructions to nd your stan standard deduction s deduction if you checked any box on line 35a or 35b or if someone can claim le: you as a dependent .................................................................. 36 5 300 . ng ' 77 5 9 x,250 ...................................... 37 Subtract line 36 from line 34 .................... 37 1 . ead of 38 If line 34 is $93,400 or less, multiply $2,700 by the total number of exemptions claimed on line 6d. If line 34 ousehold: is over $93,400, see the worksheet in the instructions for the amount to enter ...................:........ 38 2 700 . .6,250 39 Taxable income. Subtract line 38 from line 37. If line 38 is more than line 37, enter -0- .... 39 74 819 . d fili h i 40 Tax. See instructions. Check if any tax from a ^ Form(s) 8814 b ^ Form 4972 ..... ~ 40 18 05$ . arr e ng ointly or 41 Credit for child and dependent care expenses. Attach Form 2441 .......... 41 .~uallfying 42 Credit far the elderly or the disabled. Attach Schedule R ................ 42 nridow(er): 100 $7 43 Child tax credit (see instructions) .......................... 43 , 44 Education credits. Attach Form 8863 ....................... 44 Married filing p ........................ 45 Ado lion credit. Attach Form 8839 45 separately: 550 $3 46 Foreign tax credit. Attach Form 1116 if required ........... 46 , a Form 3800 b ^ Form 8396 Check if from 47 Other .... . c ^ Form 8801 d ^ Form (specify) 47 48 Add lines 41 through 47. These are your total credits ............................................. 48 49 Subtract line 48 from line 40. If line 48 is more than line 40, enter -0- .................. - 49 18 058 . 5o Self-employment tax. Attach Schedule SE .................... . ........................ 50 Other 51 Alternative minimum tax. Attach Form 6251 ............................................ T 51 ares 52 Social securiiy and Medicare tax on tip income not reported to employer. Attach Form 4137 .................. 52 other retirement plans, and MSAs. Attach Form 5329 if required ............. 53 Tax on IRAs 53 , 54 Advance earned income credit payments from Form(s) W-2 ............................. 54 55 Household employment taxes. Attach Schedule H ............. . ......................... 55 56 Add lines 49.55. This is our total tax ..................................:................... ~ 56 18 05 8 . 57 Federal income tax withheld from Forms W-2 and 1099 ...... t P 57 8 883 . aymen s 58 1998 estimated tax payments and amount appljed from 1997 return ........ 58 59a Earned income credit Attach Schedule EIC if you have a qualifying child. b Nontaxable earned income: amount .. ~ Attach Forms and type .. ~ 59a _ _ _ _ _ W-2 and W-2G ----------------- 60 Additional child tax credit. Attach Form 8812 ................ 60 to page 1. Also attach 61 Amount paid with Form 4868 (request for extension) ......... 61 Form 1099-R 62 Excess social security and RRTA tax withheld {see instrs) .... 62 if tax was withheld. 63 Other payments. Check if from ..... a ^ Form 2439 b ^ Form 4136 .......................................... 63 Refund Have it directly deposited! See instructions and fill in 66b, 66c, and 66d. Amount You Owe Sign Here Joint return? See instructions Keep a copy for your records Paid Preparer's Use Only 68 If line 56 js more than line 64, subtract line 64 from line 56. This is the Amount You Owe. For details on how to pay, see instructions ...................................... ~ 68 9 69 Estimated tax enalt .Also include on line 68 ............... 69 372 . Under penalties of perjury. I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Your Signature Date Your Occupation Daytime Telephone Number (optional) ~ _ _ _ Retired a Preparer's ~,s,,;,::v Signature 1 Firm's Name '~usan E Stott (or yours if ~ 15 7 S Hanover S t self-employed) and Address ~ d r l 1 51 e Date FDIA0112 11 /11/98 64 Add lines 57, 58, 59a, and 60 through 63. These are your _ total payments .................................................................... ~ 65 If line 64 is more than line 56, subtract line 56 from line 64. This is the amount you Overpaid ....... . ...... . ..............................~......g 66a Amount of line 65 you want Refunded to You ~ b Routing number ........ ~ c Type: ^ Checking Savin s d Account number ...... . 67 Amount of line 65 you want ADalied to Your 1999 Estimated Tax , ...... ~~ 67 64 I 8 /07 2 47. EIN 23-2932378 PA ZIP Code 17013 Form 1040 (1998) . •-----a 1040 Department of the Treasury -Internal Revenue Service u s I di id l I T 1999 Form , . n v ua ncome ax Return 99) IRS s l - D e on y u o not write or staple in this space. For the ear Jan 1-Dec 31, 1999, or other tax ear be innin , 1999, endin OMB No. 1545.0074 Label Your First Name MI Last Name Your Social Security Number (See instructions.) H e n r J G r o t h e 727-01-4181 Use the If a Joint Return, Spouse's First Name MI Last Name Spouse's Social Security Number IRS label. Otherwise, please print Nome Address (number and street). If You Have a P.O. Box, See Instructions. Apartment No. . important! ~ or type. 48 Wall St 20th Floor You must enter your social City, Town or Post Office. If You Have a Foreign Address;'See Instructions. State zIP code security number(s) above. Presidential New York NY 10005 Yes No Election Campaign ' Do you want $3 to go to this fund? ............ .................................... ...... X Note: Checking 'Yes' will not change educe (See instructions.) If a oint return, does ours ouse want $3 to o to this fund. ............................. your efund~ 1 X Single Filing Status 2 Married filing joint return (even if only one had income) 3 Married filing separate return. Enter spouse's SSN above & full name here .... - Check only 4 Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your one box. dependent, enter this child's name here ... - 5 n Qualifying widow(er) with dependent child (year spouse died - 19 ). (See instructions ) Exemptions 6a X Yourself. If your parent (or someone else) can claim you as a dependent on his or No. or boxes n her tax return, do not check box 6a ............ ~ .................................... b n SDOUSe ....................................... 6a and lib .... 1 _ ~,. _..._.._ If more than six dependents, see instructions. c Dependents: 2) De endent's ( P 3 De endent's () p (4) ;f children on scwno: socia security relationship qualifying child ~ lived number to you , for child tax enth you . 1 First name Last name credit {see ~ did not li' instructions) with you du divorce or s aration (see instructions Dependents on 6c not ent ed er above .. . Add numbsi ...~ to ,p. ' ...~ s l~~'I COme 7 u iviai nunior~ of exern uons clalmea ................................................... Wages, salaries, tips, etc. Attach Form(s) W-2 ........:............................. ... ..... 7 Ilnasabove . ~ 1 8 a Taxable interest. Attach Schedule B if required ......................................... 8a 2 , 376 . Attach Copy B of your Forms W-2 and W-2G 9 bTax-exempt interest. Do not include on line 8a .............. 8 b Ordina dividends. Attach Schedule B if re cared ............. .......................... 'y q 9 4 147 . here. Also attach F 1099 R if 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) ...... 10 orm(s) - tax was withheld. 11 Alimony received .................................................................... 11 If you did not 12 Business income or (loss). Attach Schedule C or C•EZ .................................. 12 get a W-2, see 13 Ca ital ain or loss Attach Schedule D if re wired. If not re wired, check here ..... ~ ~ p g ( )• q q 13 -3 000 . instructions. 14 Other gains or (losses). Attach Form 4797 ............................................. 14 ROLLOVER 15 a Total IRA distributions ...... 15a 24 700. b Taxable amount (see instrs) .. 15b 18 220 . 16 a Total pensions & annuities 16a b Taxable amount (see instrs) .. 16b 114 689 . 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 Enclose, but do 18 Farm income or (loss). Attach Schedule F .............................................. 18 not staple, any payment Also 19 Unemployment compensation ............... ............. . .......... .................. 19 . , please use 20 a Social securi benefits ...... 20a 14, 382. b Taxable amount see instrs .. ty ~ ~ ~ ( ) 20b 12 225 . Form 1040-V. 21 Other income. List type & amount (see instrs) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 21 22 _ Add the amounts in the far ri ht column for lines 7 throw h 21. This is our total income - 22 148 657 . 23 IRA deduction (see instructions) ........................... 23 Adjusted 24 Student loan interest deduction (see instructions) G 24 POSS 25 Medical savings account deduction. Attach Form 8853 ... ... ncome 25 26 Movin ex enses. Attach Form 3903 9 P ....................... 26 27 One-half of self-employment tax. Attach Schedule SE ........ 27 28 Self-employed health insurance deduction (see instructions) .. 28 29 Keogh and self-employed SEP and SIMPLE plans ........... 29 30 Penalty on early withdrawal of savings ..................... 30 31 a Alimony paid b Recipient's SSN .... - .... 31 a 32 Add lines 23 through3la ....................................... ..... ...................... 32 33 Subtract line 32 from line 22. This is our ad'usted ross inco me .. ................... ~ 33 148 657 . BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. Form 1040 (1999) FDIA0112 11/16/99 ` ~'~ "` '" Amount from line 33 (adjusted gross income) ' ......................................... - S ' a Check if: X^ You were 65/older, ~ Blind; ~ Spouse was 65/older, ~ Blind. . 34 1 4 8 6 5 7, Add the number of boxes checked above and enter the total here ............. - 35a 1 b If you are married filing separately and your spouse itemizes deductions d or ou w d l ,i! y ere a ua -status alien, see instructions and check here .......... - 35b ~~f1O" 36 Enter your itemized deductions from Schedule A, line 28, Or standard deduction •tost shown on the left. But see instructions to find rle our stand d d d i y ar e uct on if you checked any box on line 35a or 35b or it someone can claim you as a dependent .. 36 15 .............. e: 37 Subtract line 36 from line 34 . , 204. 30 .......................................................... 37 133 453 . 38 If line 34 is $94,975 or less, multiply $2,750 by the total numher of exemptions claimed on line 6d If line 34 i of . is over $94,915, see the worksheet in the instructions for the amount to enter ......:. 38 ehold: . 39 Taxable in S 2 , 2 5 5 . 50 come. ubtract line 38 from line 37. If line 38 is more than line 37 enter -0- 39 131 19 , .... 40 Tax i t Ch 8 . (see ns rs). eck if any tax is from a ~ Form(s) 8814 b ~ Form 4912... - 40 ....... •••••••••••• ied filing 41 Credit for child and dependent care expenses. Attach Farm 2441 .......... 41 ly or 35 498. I In 42 Credit for the elderly or the disabled. Attach Schedule R .. 42 fY 9 .. OOer)• 43 Child tax credit (see instructions) 43 44 Education credits. Attach Form 8863 ....................... 44 ,• ied filing 45 Ado tion credit. Attach Form 8839 irately: p ......................... 45 ,00 46 Foreign tax credit. Attach Form 1116 if required ............. 46 47 Other. Check if from .. a Form 3800 b ~ Form 8396 ~ F B c orm 8801 d Form (specify) 47 48 Add lines 41 through 47. These are your total credits ....... 49 S bt t li 48 ~ u rac ne from line 40. If line 48 is more than line 40, enter -0- ............. 49 35 498 ..... 50 Self-em lo ment tax Att h S h d l . p y . ac c e u e SE ............ . er ................................. 50 ........ 51 Alternative mi i t n mum e5 ax. Attach Form 6251 ...................................... 51 ...... 52 Social security and M di t e care ax on tip income not reported to employer. Attach Form 4137 .......... 52 ........ 53 Tax on IRA th ti s, o er re rement plans, and MSAs. Attach Form 5329 if required ..... 53 ........ 54 Advance earn d i e ncome credit payments from Form(s) W-2 ............ ........ 54 ........ 55 Household l emp oyment taxes. Attach Schedule H . ....... 55 ..... 56 Add lines 49-55 This i t t l t . s our o a ax ....... ....... ..... ................... . - 56 35 498 tt'1@nt5 57 Federal income tax withheld from Forms W-2 and 1099 ...... 57 8 472 . , . 58 1999 estimated tax payments and amount applied from 1998 return ........ 58 59 a Earned income credit. Attach Schedule EIC if you have a qualifying child. b Nontaxable earned income: amount .. - and type .. - 59a ------- --------------- 60 Additional child tax credit. Attach Form 8812 ................ 60 61 Amount paid with request for extension to file (see instructions) .......... 61 62 Excess social security and RRTA tax withheld (see instrs) .... 62 63 Other payments. Check if from ..... a ~ Form 2439 b ~ Form 4136 .......................................... 63 64 Add lines 57, 58, 59a, and 60 through 63. These are your total a ments ................................................. 65 If li 64 i h ................... - 64 8 472 . ne s mare t Und an line 56, subtract line 56 from line 64. This is the amount ou Overpaid ........ ....... it di 66 A tl t f 65 rec a y moun o line 65 you want Refunded to You ............... - 66 .. ~sited!See . ••••••••••••• •••••• b R ti a ou ng number ........ - c Type: ~ Checking Savin s uctions and ~ 9 1 66b, 66c, ~ d Account number ...... . 66d. 67 Amount of line 65 you want A plied to Your 2000 Estimated Tax ....... - 67 OUnt 68 If line 56 is more than line 64, subtract line 64 from line 56. This is the Amount You OWt' Owe. For details on how to pay see instructions , ...................................... - 69 Estimated tax enal .Also include on line 68 ............... 69 1 253 68 28 279 . , . Under penalties of perjury 1 declare that I have e i d thi , xam ne n s return and accompanying schedules and statements, and to the bes belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of hi h t of my knowledge and w c prep e Your Signature p t return? Date Your Occu ation t t ~ arer has any knowledge. Daytime Telephone Ir1S rUC lOr1S. Retired ' Number (optional) ~ a copy Spouse s Signature. If a Joint Return, Both Must Sign. Date Spouse's Occupation our records . Preparer's ~;W'_ Date Preparer's SSN or PTIN d Signature 1 "~ 04/15/2007 Check ifself-employed X P00162657 parer's Firm's Name St'Ott & Stott Only self employed) ~ 157 S Hanover St and Address EIN 23-2932378 Carlisle PA ZIP Code 17013 FDIA0112 11115!99 Form 1040 (1999) i{ Form 1040 For Label (See instructions.) Use the IRS label. Otherwise, please print or type. Presidential Election Campaign (See instructions.) Filing Status Check only one box. Exemptions If more than six dependents, see instructions. Department of the Treasury -Internal Revenue Service U.S. Individual Income Tax Return year .tan 1-Dec 31, 2000, or other tax year beginning Your First Name MI last Name Henry J Grothe If a Joint Return, Spouse's First Name MI Last Name Home Address (number and street). If You Have a P.O. Box, See IRS use only - Do not write or staple in this space. 20 OMB No. 1545-0074 Your Social Security Number 727-01-4181 Spousi s Social Security Number rns. Apartment No. . Important! You must enter your social Ciry, Town or Posl Ofrice. If You Have a Foreign Address; See Instructions. State ZIP code security number(s) above. New York NY 10005 ' Note: Checking 'Yes' will not change your tax or reduce your refund. You Spouse Do ou, or ours ouse if filin a ~oint return, want $3 to o to this fund? ........ - Yes X No Yes No 1 X Single 2 Married filing joint return (even if only one had income) , 3 Married filing separate return. Enter spouse's SSN above & full name here .... - 4 Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this child's name here ... - 5 Quali in widow er) with de endent child ears ouse died - ). (See instructions.) 6a X Yourself. If your parent (or someone else) can claim you as a dependent on his or ~ No. of boxes her tax return, do not check box 6a...... ,,,,,,,,,,,,,,,,,,,,,,,, cnslc.don r~ .................. 6a and 6b .... 1 b I I SDOUSe .............................................. . ....... ....- No. of your c Dependents: (2) Dependent's (3) Dependent's (4) it 6c whon or social security relationship qualifying child ~ lived number t0 y0U for child tax with you . 1 First name Last name credit (see ~ did not I instructions) with you di divorce or ti era on (se instrocbon pspandant on 6c not enbred above ... Add numb. ....~ ve e to :)p.. •...~ rs r~ d Total number of exem tions claimed ......................... '............................... tines abov.. - 1 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ......................................... 7 Income 8a Taxable interest. Attach Schedule B if required ................ . ........................ 13a 999. Attach Forms bTax-exempt interest. Do not include on line 8a .............. 8b W-2 and W-2G 9 Ordinary dividends. Attach Schedule B if required ...................... h Al tt h " " " " " " " " ' 9 5 513 . ere. so a ac Form(s)1099-Rif 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) ...... 10 tax was withheld. 11 Alimony received .................................................................... 11 12 Business income or (loss). Attach Schedule C or C-EZ .................................. If you did not 13 Capital gain or (loss). Attach Schedule D if required. if not required, check here ..... - ~ get a W-2 see 12 13 5 983 . , instructions. 14 Other gains or (losses). Attach Form 4797 ............................................. 14 ROLLOVER, 15a Total IRA distributions ...... 15a 27 539. b Taxable amount (see instrs) .. 15b Z1 131 . 16a Total pensions & annuities 16a b Taxable amount (see instrs) .. 16b 45 , 326. 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 Enclose, but do 18 Farm income or (floss). Attach Schedule F .............................................. 18 not attach, any 19 Unemployment compensation ......................................................... i 19 payment. A so, 20 a Social security benefits ...... ~ 20 a ~ 14 , 73 0 . ~ b Taxable amount (see instrs) .. please use 20 b 12 521 . Form 1040-V. 21 Other income. List type & amount (see instrs) ------------------------- 21 22 Add the amounts in the far ri ht column for lines 7 throw h 21. This is our total income . - 22 91 473 . 23 IRA deduction (see instructions) ........................... 23 Adjusted 24 Student loan interest deduction (see instructions) ............ 24 GrOSS 25 Medical savings account deduction. Attach Form 8853 ....... 25 Income 26 Movin ex enses. Attach Form 3903 9 p ....................... 26 27 One-half of self-emp{oymenf tax. Attach Schedule SE ........ 27 28 Self-employed health insurance deduction (see instructions) .. 28 29 Self-employed SEP, SIMPLE, and qualified plans............ 29 30 Penalty on early withdrawal of savings . . ................... 30 31 a Alimony paid b Recipient's SSN .... ~ .... 31 a 32 Add lines 23 through 31a ....................................... ..... ...................... 32 33 Subtract line 32 from line 22. This is our ad'usted ross inco me . .................... - 33 91 , 473 . BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. Form 1040 (2000) FDIA0112 11/07!00 040 x and edits andard eduction Most :ople ngle: '•,400 :ad of ~usehold: 1,450 arried filing intly or uallfying idow(er): 7,350 tarried filing aparately: 3,675 Henr J Grothe 727-01-4181 34 Amount from Ilne 33 (adjusted gross income) ......... . ................................ 34 35 a Check if: X^ You were 65/older, ^ Blind; ^ Spouse was 65/older, ^ Blind. Add the number of boxes checked above and enter the total here ............. - 35a 1 b If you are married filing separately and your spouse itemizes deductions , or you were adual-status alien, see instructions and check here .............. - 35 b . 36 Enter your itemized deductions from Schedule A, line 28, or standard deduction shown on the left: But see instructions to find your standard deduction if you checked any box on line 35a or 35b or if someone can claim you as a dependent ................. 36 37 Subtract line 36 from line 34 .......................................................... 37 38 If line 34 is $96,700 or less, multiply $2,800 by the total number of exemptions claimed on line 6d. If line 34 is over $96,700, see the worksheet in the instructions for the amount to enter ............................ 38 39 Taxable income. Subtract tine 38 from line 37. If line 38 is more than line 37, enter -0- .... 39 40 Tax (see instrs). Check if any tax is from a ^ Form(s) 8814 b ^ Form 4972 ........................ 40 41 Alternative minimum tax. Attach Form 6251 ..............................:............. 41 42 Add lines 40 and 41 ................................................................. - 42 43 Foreign tax credit. Attach Form 1116 if required ............. 43 44 Credit for child and dependent care expenses. Attach Farm 2441 .......... 44 45 Credit for the elderly or the disabled. Attach Schedule R ..... 45 46 Education credits. Attach Form 8863 ....................... 46 47 Child tax credit (see instructions) .......................... 47 48 Adoption credit. Attach Form 8839 ......................... 48 49 Other. Check if from .. a Form 3800 b ^ Form 8396 c ^ Form 8801 d Form (specify) q9 50 Add lines 43 through 49. These are your total credits ....................'......................... 50 51 Subtract line 50 from line 42. If line 50 is more than line 42, enter -0- .................. - 51 52 Self-employment tax. Attach Schedule SE ..................................................... . they 53 Social security and Medicare tax on tip income not reported to employer. Attach form 4137 ................. . ~xe5 54 Tax on IRAs, other retirement plans, and MSAs. Attach Form 5329 if required ............ . 55 Advance earned income credit payments from Form(s) W-2 ............................. 56 Household employment taxes. Attach Schedule H ...................................... . 57 Add lines 51.56. This is our total tax .......... - 2 17,485. Z, 800. 71,188. 16.098. 16 098. 16 098. ............................................ .ri 1 0 V 7 0. ayments 5s Federal income tax withheld from Forms W-2 and 1099 ...... 58 8 762 . you have a 59 2000 estimated tax payments and amount applied from 1999 return ........ 59 uallfying 60 a Earned income credit (EIC) ................................ 60 a hild, attach b Nontaxable earned income: amount .. - schedule EIC. and type .. - ----------------------- 61 Excess social security and RRTA tax withheld (see instrs) .... 61 62 Additional child tax credit. Attach Form 8812 ................ 62 63 Amount paid with request for extension to file (see instructions) .......... 63 64 Other payments. Check if from ..... a ^ Form 2439 b ^ Form 4136 .......................................... 64 65 Add lines 58, 59, 60a, and 61 through 64. These are your total a ments .................................................................... - 65 8 762 . tefund 66 If line 65 is more than line 57, subtract line 57 from line 65. This is the amount you overpaid ................ 66 lave it directly 67a Amount of line 66 you want refunded to you ............. ~ ......9 - 67a .................... ieposited! See - b Routing number ........ - c T e: Checkin istructlons and YP ^ 9 Savin s II in 67b, 67c, ' d Account number ...... . nd 67d. 68 Amount of line 66 you want a plied to your 2001 estimated tax ........ - 68 amount 69 If line 57 is more than line 65, subtract line 65 from line 57. This is the amount you (OU OWe owe. For details on how to pay, see instructions ...................................... - 69 7 , 67$ , 70 Estimated tax enal .Also include on line 69 ............... 70 342 . SI n Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and g belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. -Jere Your Si nature FDIA0112 10/30/00 Joint return? g Date Your Occupation Daytime Phone Number See instructions. / Retired <ee a CO Spouse's Signature. If a Joint Return, Both Must Sign. Date Spouse's Occupation P PY May the IRS discuss this return with the Or your records. , preparer mown below (see instructions)? X Yes No Date Preparer's SSN or PTIN Preparer's Paid Signature ~ i --__...•~~~-=""`°" 04/15/2007 Check ifself•employed X P00162657 Preparer's Firm's Name tott..-&"'Stott (or yours if Use Only self-employed), / 157 S Hanover St EIN 23-2932378 Address, and C a r l i s l e ZIP Code PA 17013 Phone No. (717) 243-8077 Form 1040 (2000) 1 04o Department of the Treasury -Internal Revenue Service V S di I id l I T 2~0~ Form . . n v ua ncome ax Return (99) IRS se n l - D i t u o y o no wr te or staple in this space. For the ear Jan 1 -Dec 31, 2001, or other tax year b innin , 2001, endin , 20 oMa No. 1545-oo~a Label Your First Name MI Last Name Your Social Security Number (See instructions.) Henr J Grothe 727-01-4181 Use the If a Joint Return, Spouse's First Name MI Last Name Spouse's Social Security Number 1RS label. Otherwise, please print Home Address (number and street). If You Nave a P.O. Box, See Instructions. Apartment No. ~ ~ ! Important. or type. 48 Wall St 20th Floor You must enter your social City, Town or Post Office. If You Have a Foreign Address, See Instructions. State zIP code security number(s) above. Presidential New York NY 10005 Election Campaign S i , Note: Checking 'Yes' will not change your tax or reduce your refund. You Spouse ( ee nstructions.) Do ou, or ours ouse if filin a ~oint return, want $3 to o to this fund? ......... - Yes X No Yes No 1 X Single Filing Status 2 Married filing joint return (even if only one had income) , 3 Married filing separate return. Enter spouse's SSN above & full name here .... - Check only , 4 Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your one box. dependent, enter this child's name here - 5 I I Qualifying widow(er) with dependent child (year spouse died - ). (See instructions ) Exemptions 6a X Yourself. If your parent (or someone else) can claim you as a dependent on his or her tax return, do not check box 6a .............. . No. or boxes ~ checked on .. .... ....................... .... 6a and 6b .... 1 b $ OUSe ..................................................................... ....- No.otyour If more than six dependents, see instructions. c Dependents: First name Last name (2) Dependent's social security number (3) Dependent's relationship to you (4) it qualifying child for child tax credit (see instrs) u iuiai nuniuer of s clalmeD ................. children on 6c who: • lived with you .... . ~ did not live with you due to divorce or separation (see instrs) .. . Dependents on 6c not entered above . Add numbers entered on 1 • ............ lines above . ~ Income 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ............... .................. .. ... .. 7 8 a Taxable interest. Attach Schedule B it required ........................................ . 8a 3 309 . Attach Forms bTax-exempt interest. Do not include on line 8a .......... ... ~ 8b~ W-2 and W-2G here. Also attach 9 . Ordinary dividends. Attach Schedule B if required ......... ............. ••••••••••••••••• 9 4 087 . Form(s)1099-R if 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) ..... , 10 tax was withheld. 11 Alimony received ...........................................'......................... 11 If you did not 12 Business income or (loss). Attach Schedule C or C-EZ .........' ......................... 12 get a W-2, see 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here .'.......... ~ ~ 13 17 454 . Instructions. 14 Other gains or (losses). Attach Form 4797 ............................................. 14 15 a Total IRA distributions ...... 15a b Taxable amount (see instrs) .. 15b 16 a Total pensions & annuities 16a b Taxable amount (see instrs) .. 16b 46 689 . 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 Enclose, but do 18 Farm income or (loss). Attach Schedule F ...................................... . ....... 18 not attach, any payment. Also 19 Unemployment compensation ............. .......................................... 19 , please use F 20 a Social security benefits ...... ~ 20a~ 15 , 288 . ~ b Taxable amount (see instrs) .. 20b 12 995 . orm 1040-V. 21 Other income _ _ _ _____ 21 22 _ _ _ _ ___ ___________ Add the amounts in the far ri ht column for lines 7 throw h 21. This i _____ ____ s our total income . - 22 84 , 534 . 23 IRA deduction (see instructions) .................. .. . 23 Adjusted rOSS 24 . .... . Student loan interest deduction (see instructions) ............ 24 Income 25 Archer MSA deduction. Attach Form 8853 ................... 25 26 Moving expenses. Attach Form 3903 ....................... 26 27 One-half of self-employment tax. Attach Schedule SE ........ 27 28 Self-employed health insurance deduction (see instructions) .. 28 29 Self-employed SEP, SIMPLE, and qualified plans ............ 29 30 Penalty on early withdrawal of savings ..................... 30 31 a Alimony paid b Recipient's SSN .... ~ .. 31 a 32 Add lines 23 through 31a .................................................................. 32 33 Subtract line 32 from line 22. This is our ad'usted ross income ..................... - 33 84 534 . BAA For Disclosure, P rivacy Act, and Paperwork Reduction Act Notice, see instructions. Form 1040 (2001) FDIA0112 12/10/01 __J _Gr_othe 7?7-n1-a1 R1 p~~o unt from fine 33 (adjusted gross income) .......................................... 34 84 534 . ;k if: XD You were 65/older, ~ Blind; ~ Spouse was 65/older, ~ Blind. the number of boxes checked above and enter the total here ............. - 35 a 1 a are married filing separately and your spouse itemizes deductions , ^ ru were adual-status alien, see Instructions and check here .............. - 35b - rCUN~n wr.u -- .•~••••ted deductions (from Schedule A) or your standard deduction (see left margin) ..................... 36 18 312 . checked any box 37 Subtract line 36 from line 34 ............... . 37 66 222 on {ine 35a or . ......................................... . 35b or who can 38 If line 34 is $99,725 or less multi I 2,900 b the total number of exem dons claimed ~ P Y $ Y p li 6d If li 34 i be claimed as a on ne . ne s over $99,725, see the worksheet in the instructions ................ 38 2 900 . dependent, see 39 Taxable income. Subtract line 38 from line 37. instructions. If line 38 is more than line 37, enter -0• ..... . .................................................. 39 63 , 322 . ~ All thers: 40 Tax (see instrs). Check if any tax is from a ~ Form(s) 8814 b Q Form 4972 ...............:........ 40 12 725 . o Single: 41 Alternative minimum tax see instructions Attach Form 6251 ........................... ( )• 41 $4,550 42 Add lines 40 and 41 ...... . ......................................................... - 42 12 725 . Head of 43 Foreign tax credit. Attach Form 1116 if required ............. 43 household, 6 6 44 Credit for child and dependent care expenses. Attach Form 2441 .......... 44 $ , 50 45 Credit for the elderly or the disabled. Attach Schedule R ..... 45 Married filing 46 Education credits. Attach Form 8863 46 jointly or Cluallfying 47 Rate reduction credit. See the worksheet ................... 47 300 . widow(er), 48 Child tax credit (see instructions) . .. 48 $7,600 49 Adoption credit. Attach Form 8839 .. ..................... 49 Married filing separately, 50 Other credits from a Form 3800 b ~ Form 8396 c ~ Form 8801 d 8 Form (specif ) 50 3 800 y 51 Add lines 43 through 50. These are your total credits ............................................. 51 300 . 52 Subtract line 51 from line 42. If line 51 is more than line 42, enter -0• .................. ~ 52 12 425 . 53 Self-employment tax. Attach Schedule SE .. . ..........................'......................... 53 Other 54 Social security and Medicare tax on tip income not reported to employer. Attach form 4137 .................. 54 Taxes 55 Tax on qualified plans, including IRAs, and other tax-favored accounts. Attach Form 5329 if required ........... 55 1 911 . 56 Advance earned income credit payments from Form(s) W-2 ............................. 5fi 57 Household employment taxes. Attach Schedule H ................. . ...................... 57 58 Add lines 52.57. This is our total tax ...............................:...................... - 58 14 336 . Payments 59 Federal income tax withheld from Forms W-2 and 1099 ...... 59 6 936 . If you have a 60 2001 estimated tax payments and amount applied from 2000 return ........ 60 qualifying 61 a Earned income credit (EIC) ....... . . ........ . .............. 61 a child, attach b Nontaxable earned income ....... 61 b Schedule EIC. 62 Excess social security and RRTA tax withheld (see instrs) .... 62 63 Additiorial child tax credit. Attach Form 8812 ................ 63 64 Amount paid with request for extension to file (see instructions) .......... 64 65 Other payments. Check if from ..... a ~ Form 2439 b ~ Form 4136 .......................................... 65 FDIA0112 ttiroiot 66 Add lines 59, 60, 61 a, and 62 through 65. These are your total a ments ................................................................... ~ 66 6, 9 3 6 . Refund 67 If line 66 is more than line 58, subtract line 58 from line 66. This is the amount you overpaid ................ 67 Direct deposit? 68a Amount of line 67 you want refunded to you ..................:...................... ~ 68a See instructions - b Routing number ........ - c Type: ~ Checking ~ Savings and fill in 68b, - d Account number ...... . 68c, and 68d. 69 Amount of line 67 you want applied to your 2002 estimated tax ........ - 69 Amount 70 Amount you owe. Subtract line 66 from Ijne 58. For details on how to pay, see instructions ............... - 70 7 5 87 . YOU OWe 71 Estimated tax enalt .Also include on line 70 ............... 71 187 . f herd Party uo you want to avow another person to olscuss this return with the IRS (see instructions)? ......... U Yes. Complete the following. U No Designee Namenee's -Phone ` Personalldentification No. Number (PIN) - $I n Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and g belief, they are true, correct, and compete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Here Your Signature Date Your Occupation Daytime Phone Number Joint return? , See instructions. Retire d Keep a copy Spouse's Signature. If a Joint Return, Both Must Sign. Date Spouse's Occupation for your records. ~ ; rreparer s ' Paid Signature Preparer's Firm's Name Si<'O" t & Use Only (or yours if self-employed), 157 $ . H Address, and C a r l i s l e _ ZIP Code St. Date 04/ 16/2007 Check if PA 17013 Preparer's SSN or PTIN P00162657 EIN 23-2932378 Phone No. (717) 243-8077 Form 1040 (2001) ~~~ Department of the Treasury -Internal Revenue Service I S di id 1040 U l I 2002 . . n v Form ua ncome Tax Return 99 IRS l use on y - Do not write or staple in this space. For the ear Jan 1 -Dec 31, 2002, or other tax ear b innin , 2002, endin , 20 OMB No. 1545-0074 Label Your first name MI last name Your social security number (See instructions.) Henr J Grothe 727-01-4181 Use the If a joint return, spouse's first name MI Last name Spouse's social security number IRS label. Otherwise, please print Home address (number and street). If you have a P.O.box, see instructions. Apartment no. . {mportant! or type. 48 Wall St 20th Floor You must enter your social City, town or post office. If you have a foreign address, seeiH"structions. State zIP code security number(s) above. Presidential New York NY 10005 Election Campaign ' Note: Checking 'Yes' will not change your tax or reduce your refund. You Spouse (See instructions.) Do ou, or ours ouse if filin a 'olnt return, want $3 to o to this fund? ........... - Yes X No Yes No 1 X Single 4 Head of household (with qualifying person). (See Filing Status 2 Married filing jointly (even if only one had income) instructions.) if the qualifying person Is a child but not your dependent, enter this child's 3 Married filing separately. Enter spouse's SSN above & full name here . ~ Check only name here .. ~ 5 ~ Qualifying widow(er) with dependent child (year one box. spouse died .. ~ ). (See instructions.) 6a 0 Yourself. 1f your parent (or someone else) can claim you as a dependent on his or No. of boxss Exemptions her tax return, do not check box 6a .......:. check.d on ...........................:......................... 6a and 6b .... 1 b S ouse .................... .........................- No. or If more than five dependents, see instructions. chrldran on 6c who: • lived with you ... . • did not live with you dus to divores or separation (sea instrs} , . Depsndsnts on 6c not - enterod above . Add numbers d Total number of exem tions claimed ......... °" li"°s - .......................... above..... c Dependents: 1 First name Last name (2) Dependent's social security number (3) Dependent's relationship to you (4) it qualifying child for child tax credit (see instrs) 1 i 7 Wages, salaries, tips, etc, Attach Form(s) W-2 ...............:....................... .. 7 ncome ga Taxable interest. Attach Schedule B if required ............... :....................... .. 8a 9 298 . Attach Forms bTax-exempt interest. Do not include on line 8a .............. ' 8b W-2 and W-2G here. Also attach 9 Ordinary dividends. Attach Schedule B if required .............:....................... .. 9 4 117 . Form(s)1099-R if 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) .................... .. 10 tax was withheld. 11 Alimony received ..........................................:....................... .. 11 If ou did not 1 Psln 9ss In ~ mj or (loss). A ttach Sch dule C or C-EZ ........ 12 y get a W-2, see 13 eq e .... .... • . ~ ^ Ca ital ain or lass . Att Sch D if r d. If net re d, ck here .............. ' 13 instructions. 14 Other gains or (losses). Attach Form 4797 .......,...: .......:....................... .. 14 15a IRA distributions ........... 15a b Taxable amount (see instrs) .. 15b 16a Pensions and annuities .... 16a b Taxable amount (see instrs) .. l6b 44 232 . 17 Rental real estate, royalties, partnerships, S corporations, trusts; etc. Attach Schedule E .. 17 Enclose, but do 18 Farm income or (loss). Attach Schedule F ............................................ .. 18 not attach, any payment Also 19 Unemployment compensation ....................................................... .. 19 . , please use 20 a Social securi benefits ...... 20 a 15 , 660 . ~ b Taxable amount see instrs tY ~ ~ ( ) .. 20 b 13 , 31 1 . Form 1040-V. 21 Other income ------------------------------------ - 21 22 Add the amounts in the far ri ht column for lines 7 throu h 21. This is our total income . ~ 22 70 , 958 . Adjusted 23 Educator expenses (see instructions) ....................... 23 GrOSS 24 IRA deduction (see instructions) ........................... 24 Income 25 Student loan interest deduction (see instructions) ............ 25 26 Tuition and fees deduction (see instructions) ................ 26 27 Archer MSA deduction. Attach Form 8853 ................... 27 28 Moving expenses. Attach Form 3903 ....................... 28 29 One-half of self-employment tax. Attach Schedule SE ........ 29 30 Self-employed health insurance deduction (see instructions) , . 30 31 Self-employed SEP, SIMPLE, and qualified plans ............ 31 32 Penalty on early withdrawal of savings ..... . ............... 32 33 a Alimony paid b Recipient's SSN .... ~ .. 33 a 34 Add lines 23 through 33a ............................... . ....... ..... ...................... 34 or Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDlaot tz 12/26/02 Form 1 Henr J Grothe 727-01-4181 36 Amount from line 35 (adjusted gross income) Pa e . 36 70 958 37a Check if: XD You were 65/older, ~ Blind; ~ Spouse was 65/older, ~ Blind. Add the number of boxes checked above and enter the total here ............. - 37a 1 dard b If you are married filing separately and your spouse itemizes deductions, duction or you were adual-status alien, see instructions and check here .............. - 37b • People who 38 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ..................... 38 checked any box 39 Subtract line 38 from line 36 .......................................................... 39 22 792 , on line 37a or 40 If line 36 is $103,000 or less, multipl $3,000 by the total number of exemptions claimed 48 , 166 . 37b or who can y be claimed as a on line 6d. If line 36 is over $103,000, see the worksheet in the instructions ............... 40 dependent, see 41 Taxable income. Subtract line 40 from line 39. 3 000 . instructions. If line 40 is mare than line 39, enter -0• ................. 45 166 . ................................ ••••• 41 42 Tax (see instrs). Check if any tax is from a QForm(s) 8814 b ~ Form 4972 ...............:........ 42 8 543 . • All others: Single, 43 Alternative minimum tax (see instructions). Attach Form 6251 ........................... 43 $4,700 44 Add lines 42 and 43 .............. . ............................ ~ 8 ~ 543 . Head of 45 Foreign tax credit. Attach Form 1116 if required ............. 45 household, 46 Cretlit for child and dependent care expenses. Attach Form 2441 .......... 46 $6,900 47 Credit for the elderly or the disabled. Attach Schedule R .. 47 Married filing 48 Education credits. Attach Form 8863 48 jointly or ...................... Quall in 49 Retirement savings contributions credit. Attach Form 8880 ... 49 widow erj, 50 Child tax credit (see instructions) 50 $7'850 51 Adoption credit. Attach Form 8839 . . . 51 Married filing 52 Credits from: a ~ Form 8396 b ~ Form 8859 ................. 52 separately, 53 Other credits. Check applicable box(es): a ~ Form 3800 3 925 Form b ~ 8801 c ^Specify 53 54 Add lines 45 through 53. These are your total credits ........................... . .................. 54 55 Subtract line 54 from line 44. If line 54 is more than line 44, enter -0- . ................. - 55 8 543 . 56 Self-employment tax. Attach Schedule SE ................ ~ ..................................... ther 57 Social security and Medicare tax on tip income not reported to employer. Attach Form 4131 .................. 57 Taxes 58 Tax on qualified plans, including IRAs, and other tax-favored accounts. Attach Form 5329 if required ........... 58 3 782 . 59 Advance earned income credit payments from Form(s) W-2 ........... . ...... . . 5g 60 Household employment taxes. Attach Schedule H ...................................... 60 61 Add lines 55-60. This is our total tax ............. .. . - 61 12 325 . Payments 62 Federal income tax withheld from Forms W-2 and 1099 ...... 62 6 807 . If you have a 63 2002 estimated tax payments and amount applied from 2001 return ........ 63 qualifying 64 Earned income credit EtC child, attach ( ) ................................ 64 Schedule EIC. ~ 65 Excess social security and tier 1 RRTA tax withheld (see instructions) ....... 65 66 Additional child tax credit. Attach Form 8812 ................ 66 67 Amount paid with request for extension to file (see instructions) .......... 67 68 Other pmts from: a ~ Form 2439 b ~ Form 4136 c ~ Form 8885 68 69 Add lines 62 throw h 68. These are our total ayments .................... - 69 6 807 . Refund 70 li line 69 is more than line 61, subtract line 61 from line 69. This is the amount you overpaid .............. 70 Direct deposit? 71 a Amount of line 70 you want refunded to you ......................................... - 71 a See instructions - b Routing number ........ - c Type: ~ Checking ~ Savings and fill in 71 b, - d Account number ...... . 71 c, and 71 d. 72 Amount of line 70 you want applied to your 2003 estimated tax - 72 Amount 73 Amount you owe. Subtract Ilne 69 from Ilne 61. For details on how to pay, see instructions ............... - 73 You Owe 74 Estimated tax enal 5 551 . (see instructions 74 33 . .................. Third Party Do you want to allow another person to discuss this return with the IRS Desi nee (see Instructions)? ................................. ............. XD Yes. Complete the following. ~ No g Designee's ' ' ' ' ' ' ' ' ' no. ' ' - name - P r e a r e r Phone Personal identrfication number (PIN) - $I n Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and g belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Here Joint return? Your signature Date Your occu ation P Daytime phone number See instructions. ~ Retired Keep a copy Spouse's signature. If a joint return, both must sign. Date Spouse's occupation for your records. Preparer's , _ ,,,..-----•rr'~~ Date Preparer's SSN or PTIN Paid signature -~-,,.~"'~ 04/16/2007 Check itself-employed X P00162657 Preparer's Firm's name Sto -'& Stott Use Only self employed),, 157 S. Hanover St. address, and EIN 23-2932378 zlPcode Carlisle PA 17013 Phone no. (717) 243-8077 Form 1040 (2002) FDIA0112 12/26/02 r Department of the Treasury -Internal Revenue Service 2~~3 Form ~ ~~'~ U.S. Individual Income Tax Return (99) IRS Use Only - Do nol write or staple in this Space. For the ear Jan 1 -Dec 31, 2003, or other taz ear be innin , 2003, endin , 20 OMB No. 1545.0074 Label Your first name MI Last name Your social securiiy number (See instructions.) H e n r J G r o t h e 7 2 7- 01- 4181 If a ioint return, spouse's first name MI Last name Spouse's social aecurity number Use the IRS label. Otherwise, Home address (number and street). If you have a P.O. box, see instructions. Apartment no. . Important! please print or type. 48 Wall St 20th Floor You must enter our social Y City, town or post office. If you have a foreign address, see11'structions. State ZIP code security number(s) above. Presidential New York NY 10005 Election Campaign , Note: Checking 'Yes' will not change your tax or reduce your refund. You Spouse - ' (See instructions.) olnt return, want $3 to Do ou, or ours ouse if filin a o to this fund? ........... Yes X No Yes No Fllln StatUS g 1 X Single 4 Head of household (with qualifying person). (See f lif h l ' 2 Married filing jointly (even if only one had income) ying person Is a c i instructions.) I the qua li but not your dependent, enter thts child's 3 Married filing separately. Enter spouse's SSN above & full name here . ~ Check only one box. name here .. ~ 5 Quali in widow(er) with dependent child. (See instructions.) • Exemptions 6a X Yourself. If your parent (or someone else) can claim you as a dependent on his or ~ No. of boxes her tax return, do not check box 6a ....... , . . • • • • • • • • • • • • • • • • . • • • • • • 6r ana 6b n 1 .... n Cnnnan ...... No.ot If more than five dependents, see instructions. (2) De endent's (3) Dependent's (4) if on e~ wi c De endents: P social security relationship qualifying . i;ved number to you child for child with or tax credit y 1 First name Last name (see instrs) • did n livo with due to d or sepal (seams' Depend on 6c nr entered Add nur 'oral number of exemptions claimed .........................................................b o: rt you vorca rtion rs) ... nts t ~bovs . fibers 1 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ........................................ 7 Income 8a Taxable interest. Attach Schedule B if required ............... 8a 5 674 . bTax-exempt interest. Do not include on line 8a .............. 8b Attach Forms 9a Ordinary dividends. Attach Schedule B if required ....................................... 9a 3 785 . W-2 and W-2G b a~alfd divs 9b 1 , 724 . here. Also attach Form(s)1099-R if (see instrs) ................................................ . 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) ...................... 10 tax was withheld. 11 Alimony received .................................................................... 11 12 Business income or (foss). Attach Schedule C or C-EZ .................................. 12 13a Capital gain or (loss). Att Sch D if regd. If not regd, ck here ................'.......... ~ ~ 13a {f y0U did not get a W-2, see b If bar an i3a is checked, enter 13 b post-May 5 capital gain distributions ....... . ............................ . instructions. 14 Other gains or (losses). Attach Form 4797 ............................................. 14 15a IRA distributions ........... 15a b Taxable amount (see instrs) .. 15b 16a Pensions and annuities .... 16a b Taxable amount (see instrs) .. 16b 48 381 . 17 Rental real estate, royalties, partnerships, S corporations, trusts,. etc. Attach Schedule E .. 17 Enclose, but do 18 Farm income or (loss). Attach Schedule F .............................................. 18 not attach, any 19 Unemployment compensation .................................................. .. 19 payment. Also, 20a Social security benefits .........L20a~ 15 , 872 . ~ b Taxable amount (see instrs) .. 20b 13 491 . please use Form 1040-V. ______________'_____________ 21 Other income 21 ___________ 22 Add the amounts in the far ri ht column for lines 7 throw h 21. This is our total income . - 22 71 331 . 23 Educator expenses (see instructions) ....................... 23 Adjusted 24 IRA deduction (see instructions ) 24 CaY055 (see instructions) ............ 25 Student loan interest deduction 25 Income 26 Tuition and fees deduction {see instructions) ................ 26 27 Moving expenses. Attach Form 3903 ....................... 27 28 One-half of self-employment tax. Attach Schedule SE ........ 28 29 Selt-employed health insurance deduction (see instrs} ....... 29 30 Self-employed SEP, SIMPLE, and qualified plans ............ 30 31 Penalty on early withdrawal of savings ..................... 31 32a Alimony paid b Recipient's SSN .... ~ .. 32a 33 Add lines 23 through 32a ...............................:.........'..:...................... 33 34 Subtract line 33 from line 22. This is our ad'usted ross income ..................... - 34 71 331 . SAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. Folaot r2 otneroa Form 1040 (2003) 35 Amount from line 34 (adjusted gross income) .......... ..................... 35 71,331. 36a Check _ XlJ You were born before January 2, 1939, 8 Blind. Total boxes if: Spouse was born before January 2, 1939, Blind. checked - 36a 1 -,ard -~ b If you are married filing separately and your spouse itemizes deductions, suction L or you were adual-status alien, see instructions and check here .............. - 36b 'eople who 37 Itemized deductions (from Schedule A) or your standard deduction (see left margin) .............. . ..... • 37 15 , 672 . ~cked any box 38 Subtract line 37 from line 35 .......................................................... 38 ~ or who can y line 36a or 39 If line 35 is $104,625 or less, multipl $3,050 by the total number of exemptions claimed 55 , 659 . claimed as a on line 6d. If line 35 is over $104,625, see the worksheet in the instructions ............... 39 pendent, see 40 Taxable income. Subtract line 39 from line 38. 3 , 05 0 . ~tructions. If line 39 is more than line 38, enter -0- .... ............. 52 609 . ............................. 40 1 Tax (see instrs). Check if any tax is from a ^'Form(s) 8814 b ~ Form 4912 ........................ 41 All others: 9 788 lgle or Married 42 Alternative minimum tax (see instructions). Attach Form 6251 ........................... 42 ng5s0eparately, 43 Add lines 41 and 42 .............. . 7 ................................................. - 43 9, 7 8 8 . 44 Foreign tax credit. Attach Form 1116 if required ......... 44 lrried filing 45 Credit for child and dependent care expenses. Attach Form 2441. 45 ntlyor •••••••. talifying 46 Credit for the elderly or the disabled. Attach Schedule R .. 46 ~500ef)~ 47 Education credits. Attach Form 8863 •' •• 47 48 Retirement savings contributions credit. Attach Form 8880 ... 48 :ad of 49 Child tax credit (see instructions) 49 ~usehold, .......................... ",000 50 Adoption credit. Attach Form 8839 .. 50 51 Credits from: a ~ Form 8396 b ~ form 8859 .... . .......... • • 51 52 Other credits. Check applicable box(es): a ~ Form 3800 b ~ Form c Specify 52 8801 53 Add lines 44 through 52. These are your total credits ................................... 53 54 Subtract line 53 from line 43. If line 53 is more than line 43, enter -0- .................. - 54 9 788 , 55 Self-employment tax. Attach Schedule SE ................ .................. 55 .................... er 56 Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 .................. 56 tXCS 57 Tax on qualified plans, including IRAs, and other tax-favored accounts. Attach Forrn 5329 if required ........... 57 58 Advance earned income credit payments from Form(s) W-2 5 621 . ............................. 58 59 Household employment taxes. Attach Schedule H ........ ........... 59 ...................... 60 Add lines 54.59. This is our total tax ....... . - 60 15 409 . .............................................. tymentS 61 Federal income tax withheld from Forms W-2 and 1099 ...... 61 6 775 . you have a 62 2003 estimated tax payments and amount applied from 2002 return ........ 62 lalifying 63 Earned income credit EIC gild, attach ( ) ................................ 63 :hedule EIC. ~ 64 Excess social security and tier 1 RRTA tax withheld (see instructions) ....... 64 65 Additional child tax credit. Attach Form 8812 ................ 65 66 Amount paid with request for extension to file (see instructions) .......... 66 67 Other pmts from: a ~ Form 2439 b ~ Form 413fi c ~ form 8885 67 68 Add lines 61 throw h 61. These are our total ayments .......... ..... .. - 68 6 775 . afund 69 If line 68 is more than line 60, subtract line 60 from line 68. This is the amount you overpaid ................ 69 ect deposit? 70a Amount of line 69 you want refunded to ou ................... - 70a e instructions - b Routing number ........ - c T e: Checking ~ Savings d fill in 70b, - d Account number . . c, and 70d. 71 Amount of line 69 ou want applied to your 2004 estimated tax ........ - 71 mount 72 Amount you owe. Subtract line 68 from line 60. For details on how to pay, see instructions ............... - 72 ~U OWe 73 Estimated tax enalt 8 664 . (see instructions) ............... .... 73 30. lird Party Do you want to allow another person to discuss this return with •the IRS 'S1 nee (see instructions)? .... X^ Yes. Complete the following ~ No 9 Designee's •'•••• Phone..•••••..•.•• name - P r e aver n0 ~ Personal identification number (PIN) - gn belief, they acre t ufe crorrectl, andacompletehDeclaratio~neof preparer (other thanntaxpayer) shbased on all info motion of whichepbreeparefr has anylknowledge. ere Your signature int return? I Date Your occupation I Daytime phone number 'e instructions. :ep a copy Spouse's signature. If a joint return, both must sign. your records. rreparers ~jd signature ~eparer's Firm's name Stott ~S • ~t se Onl (°r y°urs if y self-employed), 157 S. anover St address, and ZlPcode Carlisle Retired Date Spouse's occupz Date Preparer's SSN or PTIN ~~ 04/16/2007 Check ifself•employed X P00162657 EIN 23-2932378 PA 17013 Phone no. (717) 243-8077 Form 1040 (2003) FDIA0112 01!16/04 ~ ~4~ Department of the Treasury -Internal Revenue Service Form U.S. Individual Income Tax Return ~~~4 For the year Jan 1 -Dec 31, 2004, or other tax year be innin , 2004, endinr Labe{ Your first name MV Last name (See instructions.) Henr J Grothe Use the If a joint return, spouse's first name MI Last name IRS label. Otherwise, Home address (number and street). If you have a P.O. box, see instructions. please print or type. 98 Wall St 20th Floor City, town or post office. If you have a foreign address, seeiflstructions IRS Use Only - Do not write or staple in this __, 2U OMB No. 1545.007 Your social security numb 727-01-4181 Spouse's social security number Apartment no. . {mportant! You must enter your social state zIP code security number(s) above. Presidential El ti New York NY 10005 I ec on Campaign , Note: Checking 'Yes' will not change your tax or reduce your refund. You Spouse (See instructions.) Do ou, or our s ouse if filin a 'olnt return, want $3 to o to this fund? ........... - Yes X No Yes No Filing StatUS 1 X Single 4 Head of household (with qualifying person). (See 2 Married filing jointly (even if only one had income) instructions.) If the qualifying person Is a child but not your dependent, enter this child's Check only 3 Married filing separately. Enter spouse's SSN above & full name here . ~ one box. name here .. ~ 5 I I Qualifying widow(er) with dependent child (see instructions) Exemption's 6a X Yourself. If someone can claim you as a dependent, do not check box 6a -•••••••••• saxes checked 6 d6b 1 b S ouse .................................. ............ ........................... _ on asn .. No. of children c Dependents: (2) Dependent's (3) Dependent's (4) ;f on 6c who: d ~ li social security relationship ve qualifying number to you child for child with you ... , First name Last name tax credit • did not (see instrs) live with you due to divorce or separation (sea instrs) . . If more than nependents on 6c not four dependents, entered above . see instructions. Total number of exemptions claimed ....................... Add numbers on lines ................................. shove ..... ~ 1 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ........................ .. ........... 7 Income 8a Taxable interest. Attach Schedule B if required ................'......................... 8a 5 808 . bTax-exempt interest. Do not include on line 8a .............. 8b Attach Form(s) 9a Ordinary dividends. Attach Schedule B if required ....................................... 9a 4 04 9 . W-2 here. Also b oualyd dies ' 9 b 2 2 0 0. (see instrs) ........................ ...... . attach Forms W-2G and 1099-R .. . ............... 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) ...................... 10 if tax was withheld. 11 Alimony received .................................... . .:...:......................... 11 If you did not 12 Business income or (loss). Attach Schedule C or C-EZ .................................. 12 get a W.2 13 Ca Ital aln or loss Att Sch D if re d If not re d ck here ......................... ~ ~ P 9 ( )• q• q, 13 see instructions. 14 Other gains or (losses). Attach Form 4797 ....................'......................... 14 15a IRA distributions ........... 15a b Taxable amount (see instrs) .. 15b 16a Pensions and annuities .... 16a b Taxable amount (see instrs) .. 16b 86 817 . 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 Enclose, but do 18 Farm income or (loss). Attach Schedule F .................... . ......................... 18 not attach, any 19 Unemployment compensation ............................... . ......... .. . 19 payment. Also, please use . . ........... 20a Social securit benefits 1I20a 16 207. b Taxable amount see instrs y ••-••-•••L ~ r ~ ( ) .. 20b 13 776. form 1040-V. 21 Other income --------------------------- - 21 22 Add the amounts in the far ri ht column for lines 7 throu h 21. This i --------- - s our total income . ~ 22 110 4 5 0 . 23 Educator expenses (see instructions) ....................... 23 Adjusted 24 Certain business expenses of reservists, performing artists, and fee-basis ral'OSS government officials. Attach Form 2106 or 2106-EZ .................... 24 Income 25 IRA deduction (see instructions) ........................... 25 26 Student loan interest deduction (see instructions} ............ 26 27 Tuition and fees deduction (see instructions) ................ 27 28 Health savings account deduction. Attach Form 8889 ........ 28 29 Moving expenses. Attach Form 3903 ....................... 29 30 One-half of self-employment tax. Attach Schedule SE ........ 30 31 Self-employed health insurance deduction (see instrs) ....... 31 32 Self-employed SEP, SIMPLE, and qualified plans ............ 32 33 Penalty on early withdrawal of savings ..................... 33 34a Alimony pajd b Recipient's SSN .... ~ .. 34a 35 Add lines 23 through 34a .................................................................. 35 36 Subtract line 35 from line 22. This is your adjusted gross income ..................... - 36 110, 450 BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDl,aoti2 tinoroa Form 1040 (2004} -.~• 37 Amount from line 36 (adjusted grass income) .................................. ..... . . . ,,rs _,, 38 a Check _ If: L L X~ You were born before Janua 2, 1440, Blind. rY Total boxes Spouse was born before January 2, 1940, 8 Blind. checked ~ 38a 1 ;tandard )eduction I b If your spouse itemizes on a separate return, or you were adual-status L alien, see Instructions and check here ............................. . ........ - 38b or - People who 39 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ............. ..... . . . hecked any box 40 Subtract line 39 from line 37 .................................................. ........ n line 38a or 8b or who can 41 If line 37 is $107,025 or less, multipl $3,100 by the total number of exemptions claimed li If li 37 i v r $107 02 ti n 6d k h t i th t th i e claimed as a ne s ....... on . ne s o e , ,see e wor ee n e ns ruc o s ....... . ependent, see 42 Taxable income. Subtract line 41 from line 40. lstruct~ons. If line 41 is more than line 40, enter -0• ............................................... ....... . Alf others: Ingle or Married ling separately, 4,850 'arried filing ~intly or uailfying idow(er}, 3,700 ead of ~usehold, 1,150 727-01-4181 Pape 2 37 110 450. 39 59,347. 42 43 Tax (see instrs}. Check it any tax is from: aForm(s) 8814 b ~ Form 4972 ..... . .........:........ L 43 44 Alternative minimum tax (see instructions). Attach Form 6251 ........................... 44 45 Add lines 43 and 44 ....................................... ......................... ~ 45 46 Foreign tax credit. Attach Form 1116 if required ............. 46 47 Credit for child and dependent care expenses. Attach form 2441 .......... 47 48 Credit for the elderly or the disabled. Attach Schedule R ..... 48 49 Education credits. Attach Form 8863 ....................... 49 50 Retirement savings contributions credit. Attach Form 8880 ... 50 51 Child tax credit (see instructions) .......................... 51 52 Adoption credit. Attach Form 8839 ......................... 52 53 Credits from: a ~ Form 8396 b ~ Form 8859 ................. 53 54 Other credits. Check applicable box(es): a ~ Form 3800 b ~ form c Specify 54 8801 55 Add lines 46 through 54. These are your total credits ........ ........................... 55 56 Subtract line 55 from line 45. If line 55 is more than line 45, enter •0• .................. ~ 56 57 Self-employment tax. Attach Schedule SE ............................ ............. ............ . :her 58 Social security and Medicare tax on tip income not reported to employer. Attach Form 4131 ..... ............ . IXeS 59 Additional tax on IRAs, other qualified retirement plans, etc. Attach Farm 5329 if required ...... ............ . 60 Advance earned income credit payments from Form(s) W-2 .. ... ........... ............ . 61 Household employment taxes, Attach Schedule H ............ .............. ............ . 62 Add lines 56-61. This is our total tax .............................. .. ........... '' ........... ~yments 63 Federal income tax withheld from Forms W-2 and 1099 ...... 63 13 430 . iou have a 64 2004 estimated tax payments and amount applied from 2003 return ........ 64 alifying 65 a Earned income credit (EIC) ........... .................... 65a Id, attach hedule EiC (~ b Nontaxable combat pay election ..... ~ 65 b . I 66 Excess social securit and tier 1 RRTA tax withheld see instructions y ( )....... 66 67 Addi#ional child tax credit. Attach Form 6812 ................ 67 68 Amount paid with request far extension to file (see instructions) .... .... 68 69 Other pmts from: a ~ Form 2439 b ~ Form 4136 c ~ Form 8885 69 70 Add lines 63, 64, 65a, and 66 through 69. These are your toterpayments .... . .............................. I .... ~ fund 71 If line 70 is more than line 62, subtract line 62 from line 70. This is the amount you overpaid . . . ............ . pct deposit? 72 a Amount of line 71 you want refunded to ou ................ .... .......... ~ ........... instructions - b Routing number ........ - c T e: Checking ~ Savings fill in 72b, and 72d. - d Account number ...... . 73 Amount of line 71 ou want a lied to our 2005 estimated tax ........ ~ 73 3,100. 48,003. 8,524. 8.524 8,52 7,737. 16, 261 . 13,430. 1OU11t 74 Amount you owe. Subtract fine 70 from line 62. Far details on how to pay, see instructions ............... ~ 74 2 8 31 . ~ Owe 75 Estimated tax enal see instructions ........ . ........... 75 rd Party Do you want to allow another person to discuss this return with the IRS (see instructions)? .......... Yes. Complete the following. No Designee's Phone Personal identification ;ignee name -Preparer no. - number (PIN) - Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and h belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. e Your signature Date Your occupation Daytime phone number t return? instructions. / Retired 1 a copy Spouse's signature. If a joint return, both must sign. Date Spouse's occupation our records. rreparers ~ // / t~ i signature /~ carer's Firm's name Stot & Stott On) (or yours if y self-employed),' 157 S . Hanover address, and ZlPcode Carlisle Date ~~ Preparer's SSN or PTIN 04/16/2007 Check itself-employed 1?t1 P00162657 EIN 23-2932378 PA 17013 Phone no. (717) 243-8077 Form 1040 (2004} FDIA0112 11!10!04 Department of the Treasury - Internal Revenue Service L~O~ Form ~ ~4~ J U.S. Individual income Tax Return 99) IRS Use Only - Do not write or staple in this space. For the ear Jan 1 -Dec 31, 2005 or other taz year be innin , 2005, endin , 20 oMa No. tsas•oo~a Label Your first name MI Lasi name Your social security number (See instructions.) Henr J Grothe 727-01-4181 If a joint return, spouse's first name MI Last name Spouse's social security numbsr Use the IRS label. Otherwise, Home address (number and street). If you have a P.O. box, see instructions. Apartment no. YOU mUSt enter your please print or type. 48 Wall St 20th Floor social security ~ number(s) above ,~ City, town or post office. Ii you have a foreign address, see nstructions. State . ZIP code , oelo not ch g b d Presidential New York NY . an e you tax efun 10005 Election Campaign ' Check here if you, or your spouse if filing jointly, want 33 to go to this fund? (see instructions) ................ - ~ You ~ Spouse Fllin StatUS 9 1 X Single 4 U Head of household (wrth quallrying person). (See Instructions.) If the quallfytng person is a child 2 Married filing jointly (even if only one had income) but not your dependent, enter thts child's 3 Married filing separately. Enter spouse's SSN above & full name here . ~ •' Check only one box name here .. ~ r-1 5 1 r Qualifying widow(er) with dependent child (see instructions) Exemptions ~-- s h ked 1 ran If more than four dependents, see instructions. 6a X Yourself. If someone can claim ou as a de endent, do not check box 6a ............ °7Oe ` °C on 6a and 6b Y P b - $ OLSe ...............................................:........... No. of child (2) Dependent's (3) Dependent's (4) ;f on fio who: c Dependents: social security relationship qualifying ~ llvea number to you child for child with you . . tax credit • did not 1 First name Last name (see instrs) livswithyo~ due to divor or ssparatio (sae rnstrs) Depsndents on 6c not entered abo Add numbsr ;e rs . e ~1 -- dTotal number of exem tions claimed .........................'............................... ebov...... ~ 1 ... salaries, tips, etc. Attach Form(s) W-2 .............. ....................... 7 Wages 7 , .................... Income Sa Taxable interest. Attach Schedule B if required ..................... 8a 469. bTax-exempt interest. Do not include on line 8a .......:...... 8b 9a Ordinary dividends. Attach Schedule B if required ....................................... h F Att 9a 2 071 . orm(s) ac W-2 here, Also b Qualfd divs 9 b 1 8 7 9. attach Forms (see instrs) ................................................. 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) ......... . ............ 10 W-2G and 1099-R 11 Alimony received .................................................................... if tax was withheld 11 . 12 Business income or (loss). Attach Schedule C or C-EZ ........ ......................... 12 if you did not 13 Capital gain or Qoss}. Att Sch 0 if regd. If not regd, ck here ...............:.......... ~ ~ 13 25 68 6 . get a W-2, see Instructions. 14 Other gains or (losses). Attach Form 4797 ...................:......................... 14 15 a IRA distributions ........... 15 a b Taxable amount (see instrs) .. 15 b 2 9 4 4 5 . 16a Pensions and annuities .... 16a b Taxable amount (see instrs) .. 16b 50 553. 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 but do 18 Farm income or (loss). Attach Schedule F ....................:......................... Enclose 18 , not attach, any 19 Unemployment compensation ..................... ......:......................... 19 payment. Also, 20 a Social security benefits ......... ~ 20 a~ 16 r 64 6 . ~ b Taxable amount (see instrs) .. 20 b 14 14 9 . please use ' ___ ____ Form 1040-V. 21 Other income 21 ________________________ _ _ _ 22 Add the amounts in the far ri ht column for lines 7 throw h 21. This is our total income . ~ 22 122 373 . 23 Educator expenses (see instructions) ..................... . . 23 Adjusted 24 Certain business expenses of reservists, performing artists, and fee-basis ~al'OSS government officials. Attach Form 2106 or 2)O6•EZ .................. . . 24 Income 25 Health savings account deduction. Attach Form 8889 ........ 25 26 Moving expenses. Attach Form 3903 ....................... 26 27 One-half of self-employment tax. Attach Schedule SE ........ 27 28 Self-employed SEP, SIMPLE, and qualified plans .......... , . 28 29 Self-employed health insurance deduction (see instructions) ......:...... 29 30 Penalty on early withdrawal of savings ..................... 30 31 a Alimony paid b Recipient's SSN .... ~ .. 31 a 32 lRA deduction (see instructions) ........................... 32 33 Student loan interest deduction (see instructions) ............ 33 34 Tuition and fees deduction (see instructions) ................ 34 35 Domestic production activities deduction. Attach form 8903 .............. 35 36 Add lines 23-31a and 32-35 ................................... .... ...................... 36 37 Subtract line 36 from line 22. This is our ad'usted ross inco me . .................... ~ 37 122 373. _ BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. 1=Dlaoltz tiio~fo5 Form 1040.(2005) 4 _ t 4~ r040 2005 Henr J Grothe 727-01-4181 Pa e 2 ,X and 38 Amount from line 37 (adjusted gross income) .. . . .................... . ............. . . . . 38 122 373 . ,redltS 39a Check ~ X8 You were born before January 2, 1941, 8 Blind. Total boxes If~ Spouse was born before January 2, 1941, Blind. checked - 39a 1 Standard b If dour spouse itemizes on a separate return, or you were adual-status ~ Deduction when, see Instructions and check here ...................................... - 39b for - • People who 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ..................... 40 8 4 3 4 0 . checked any box 41 Subtract line 40 from line 38 .......................................................... 41 38 033 . on line 39a or 42 tf line 38 is over 109,475, or ou rovided housin to a erson dis laced b Hurricane Katrina, see 39b or who can ~ Y P 9 P p y be claimed as a Instructions. Otherwise, multiply 23,200 by the total number of exemptions claimed on line 6d ................ 42 3 200 . dependent, see 43 Taxable income. Subtract line 42 from line 41. instructions. If line 42 is more than line 41, enter -0 . ....................................................... 43 3 4 8 3 3 . 44 Tax (see instrs). Check if any tax is from: aForm(s) 8814 b ~ Form 4972 ...............'......... 44 5 191 . • All others: 45 Alternative minimum tax (see instructions). Attach Form 6251 ........................... 45 Single or Married 46 Add lines 44 and 45 ............................... . ................................. ~ 46 5 191. $5 OOOeparately, 47 Foreign tax credit. Attach Form 1116 if required ............. 47 48 Credit for child and dependent care expenses. Attach Form 2441 .......... 48 Married filing 49 Credit for the elder) or the disabled. Attach Schedule R .. 49 jointly or Y .. Qualifying 50 Education credits. Attach Form 8863 .............. 50 widow(er), ' ' ' ' ' ' ' ' $10,000 51 Retirement savings contributions credit. Attach Form 8880 ... 51 52 Child tax credit (see instructions). Attach Form 8901 if required ........... 52 Head of 53 Ado tlon credit. Attach Form 8839 ........ household, P ................. 53 $7,300 54 Credits from: a ~ Form 8396 b ~ Form 8859 ................. ~ 55 Other credits. Check applicable box(es): a ~ Form 3800 b ~ Form c Form 55 8801 56 Add lines 47 through 55. These are your total credits ................................... 56 57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- ..... ............. - 57 5 191 . 58 Self-employment tax. Attach Schedule SE ...................................................... 58 Other 59 Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 .................. 59 Taxes 60 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ................... 60 61 Advance earned income credit payments from Form(s) W-2 ...:...:..................... 61 62 Household employment taxes. Attach Schedule H ............. i ......................... 62 63 Add lines 51-62. This is our total tax ...............................'....................... - 63 5 191 . Payments 64 Federal income tax withheld from Forms W-2 and 1099 ...... 64 5 4 4 8 . If you have a 65 2005 estimated tax payments and amount applied from 2004 return ........ 65 qualifying 66a Earned income credit (EIC) .. . ............................. 66a child, attach r b Nontaxable combat pay election ..... - 66b Schedule EIC. I 67 Excess social securi and tier 1 RRTA tax withheld see instructions ty ( )....... 67 68 Additional child tax credit. Attach Form 8812 ................ 68 69 Amount paid with request for extension to file (see instructions) 69 70 Payments from: a ~ Form 2439 b ~ Form 4136 c ~ Form 8885 70 71 Add lines 64, 65, 66a, and 67 through 70. These are your total a ments ............................................................. - 71 5 4 4 8 . Refund 72 If line 71 is more than line 63, subtract line 63 from line 71. This is the amount you overpaid ................ 72 257 , Direct deposit? 73a Amount of line 72 you want refunded to ou ..................'. , ..................... - 73a 257 , See instructtons - b Routing number ........ XXXXXXXXX - c T e: Checking ~ Savings and fill in 73b, - d Account number ....... XXXXXXXXXXXXXXXXX 73c, and 73d. 74 Amount of line 12 ou want a lied to our 2006 estimated tax ........ - 74 Amount 75 Amount you owe. Subtract line 71 from line 63. For details on how to pay, see instructions ............... ~ 75 YOU OWe 76 Estimated tax enalt see instructions .................... 76 Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? .......... Yes. Complete the following. No Designee's Phone ' Personal identification Designee name -preparer no number(PfN) - CJI n Under penalties of penury, 1 declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and g belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Here ' Your signature Date Your occupation Daytime phone number Joint return. , See instructions. Retired Keep a copy Spouse's signature. If a joint return, both must sign. Date Spouse's occupation for your records. Date Preparer's SSN or PTIN Preparer's Paid signature / ,.~^- 04/25/2007 Chackifselt-employed X P00162657 Preparer's Firm's name 5~LOtt & Stott (or yours if Use Only seu-employed), 157 S. Hanover St. ew 23-2932378 address, and ZlPcode Carlisle PA 17013 Phone no. (717) 243-8077 Form 1040 (2005) FDIA0112 11l07I05 BankofQrnerica~ ~ /1 ~~~~ `~ ~G~~ ~rl'~~ ~~ Capture [date: 20071211 Sequence #: 1970439507 E,STA7~ dF E[~HRY J. GE~OTH~ 1035 pl~RQ><1~ M. JAIVI~S EX~ 737 l3JACf-~ S7. M1DL.Al~Q PARK. N.1 a749~-t7bS Odle s~-3~~+z ru ~ SCZf28 Auy to the ~ ~ }~I t?r~rof J ~~~~ 1 ~ ~~ ~a ~~•O~ Bankof America ,~-~ ~ ACY#REY 0.212Ud3~1 1C~ Gi +~ •- y.,,~ 3 -7 ~-y } i I F'or IT~'lll~C, ~r2 c~~ ~~_ l ~ i 1~F ~ ~ ~ ~~ ~ ~-~ ---. _~_~._- .~_..~ ---7 - r.D 2 i ~QE? 3 3'~~: OO 38 i 6'? i08$ ~f+' i0 3 ~ + DDO ~ L 6 X80 ~~~' ~r4 Awra~a . y ., _. -_ - . _ _ _ _ ... _ _ _ _ _, - .,- ~874II~t~~~4 t~E;e~g~17~4524~2~7b70307~T~I~1S1 I~il~~ 20~-112 12112@7 ~~x ~ ~~~~ _ € ~~~'~,r ,~ No Elcctrorizc Puridaraements Found No 8ayee Endorsements FounB Page 2 of 2 pfint 126q.#24080220003920 TT1U Feb Z1 18:01:23 CST 2008 ie/ze dJdd ~d ~l~3cl~idd-J~t7MN00 68E6866ZZZT -~ 8b ~60 89aZ/9Z/Z© Page 1 of 1 Mike Scherer From: Dierdre M. James [djames@conwayfarrell.com] Sent: Wednesday, June 20, 2007 3:30 PM To: Mike Scherer Subject: FW: ESTATE Please see numbers below for Mortgage information. Dierdre M. James, Esq. Conway, Farrell, Curtin 8~ Kelly, P.C. 48 Wall Street, 20th Floor New York, New York 10005 (212) 785-2929 x117 From: HenryGrothe@aol.com [mailto:HenryGrothe@aol.com] Sent: Wednesday, June 20, 2007 2:34 PM To: Dierdre M. James Subject: ESTATE O. K. DEIRDRE THIS IS WHAT I GOT SO FAR ON 1096 COCKLIN ST AS OF MARCH 1ST - 06 PRINCIPAL ONLY WAS $96.104..68 PLUS INTEREST APPROXIMATELY $641.00 $96.745.68 / THAT IS WITH U.S.A.A. (// ACC.NUM .0702000601 PH. N U M.1-877-560-4632 ON 5505 MORELAND COURT APARTMENT 1-2-3-4. AS OF MARCH 1ST - 06 PRINCIPAL AND INTEREST COMBINED WAS $128.925.42 THAT IS WITH BANK OF AMERICA ACC.NUM. 2004246928 PH. NUM. 1-800-285-6000 I HOPE THIS IS WHAT YOU WANTED... IF NOT LET ME KNOW AND I'LL TRY IT AGAIN ...THANK YOU See what's free at AOL.com. 3 . r • 06 --~ ~~~G~ ~~7 ~~ ~ ~ ~ ~~ 6/22/2007 p• c 0• c 120.38 + 119.58 + 40.78 + 118.52 + 11 %' •73 + 116.95 + 11618 + 115.41 + 114.65 + 13.28 + 113.8 + 25.99 + 112.87 112.12 + - 111.38 + 110.64 + 109.91 + 109.18 + 10846 + 107.74 + 10703 + 106.32 + 105.62 + 104.92 + I 10~•~2 + 10.-~ • 53 + - 2547.19 ~* 0• C 1 93561• + Pr~n~4~,0 2~6~7.21 + . 3 ~ 6208.21 as ~ '-~~/~4/zv~~~ 1:10 Fk,f 319 236 4651 CORRESPONDENCE ~j001/006 ,_ Date February 14, 2008 Nunaher of pages including cover sheet: 5 TO: Attorney Mr'chael ,4 Scli.eret- Phone Fax Phorte 717-249-5755 FROM: TN-Correspondence U.SAA Federal S'avr~gs Bank P.O. Box 205 Waterloo, IA 50704-0205 Pftone 1-~R77--569-4632 Fa<Y Fhorte 319236-5419 Account Nrttt=bet 702000601 REMARKS: ®Urgen.t ^ For your ^ Reply ASAP ^ Please ®See Attached review Cotrtrnent 4 The informa[ion Contained in this cotnmunlcaticm is conFdenlial and privileged proprietary infomtatiw7 intended only for the personal and conTidcntiat use of the ind ividusl or entity to whom it is addressed, if you are not the addressee indicated in this message (or an agent responsible fur delivery of the mesaagc to such person), you arc hereby notified that you have received this commtntication in error and that any review, dis5cmination, Copying or unauthorized Ilse of this mcssege is strictly prohihited. 1» such Case, you should destroy this mcssnge attd kindly notify the sender by reply fax. Please advise immediately if you or your cmpl0yer do not consent w fax messages of this kind. Opinions, conclusions and other information in this message that do not relate [o the official business of the Company shall be understood as neither given nor andorsed by it- it i; the Company's policy chat fsxcy are intended for and should be used for business purposes only. 02/1,4/200° 15:10 FA„ 319 236 4651 CORRESPONDENCE ' ~ ~ 002/006 ?, v a~ ~v O U O n G a~ stl 0. ~ L e ~~ b w 4 ~ y ~ p ~~ ~ ~n g °Op' 7 V ~ ~ c o ~ ~ C c ~ ~ G ~ y ~ ~ f0 i ~ O .~ C ~ ~ ~ n3 C U ~ ~~ ~ ~ l.1 ~ o w ~ j ~~ $ c 47 y r, o b v o t ~ ~ c ~ cx ~, pl ~ y Ifi u ~ u U~ m C V CC ` N ~ C ~ +' O c ~ 4 ~ ~ U c F ~ ~~ ~ O? 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E--~ o. t1, 0.S . ~ W a~ ~ ~ ~; ~ y :ti ,~ ~ • • e~ `~ °,~ W ~ d w ro ~ ~ ~ ~ ~ L O ~ f~ b0 u# W ~ c ~ o ca ~ ~ u ai ~ ° ~ eu U ~ ~~ S ~ O N U ~ ~x w 02/1,4/2008 15:11 FAIL 319 236 4651 CORRESPONDENCE ' ~j 003/006 USAA Federal Savings Bank PO Box 205 Watex'loo IA 50704-0205 PAGE 1 DATE 02/14/08 HISTORY FOR ACCOUNT 702000601 --------- MAIL -------------------- --------- PROPERTY ---------------- HENRY J. GROTHE ESTATE 48 WALL STREET 20TH FLOOR NEW YORK CITY NY 10005 1096 COCKLIN STREET MECHRNICSBURG PA 17055 ----- - DATES ------ ---- CURRENT BALANCES ~---- -----~- UNCOLLECTED ------- PAID TO 01/01/08 PRINCIPAL 93561-00 LATE CHARGES 0.00 NEXT DUE 02/01/06 ESCROW 1561-?_0 OPTIONAL INS 0.00 LAST PMT 01/25/08 UNAPPLIED FUND 0.00 INTEREST 0.00 AUDIT DT 10/1e/DO UNAPPLIED CODES FEES 0.00 SUYDOWN FUND 0-00 ------ YEAR TO DATE ------- LA ST ACTIVITY SUYDOWN CODE INTEAES'I 624.54 02/ 14/08 TAXES 0.00 POST TRN DUE TRANSACTION P RINCIPAL INTEREST ESCROW DATE CDE DATE AMOUNT PAID PAID pAID 020105 AP 020105 1004.32 94.96 649.96 259.40 030105 AP 030105 1004.32 95.60 649.32 259.40 031705 E97 030105 -604.75 PAYEE = 0021.00012 _DO -604.75 040105 AP 040105 1004.32 95.23 648.69 259.40 050205 AP 050105 1004-32 96.89 644.04 259.40 060105 AP 060105 1004.32 97.52 547.40 259.40 070105 AP 0707,05 1004.32 98.17 646.75 259.40 072505 E93 070105 -1757.00 PAYEE = 0021.06012 .00 -1757.00 080105 AP 080105 lOD4.32 96-83 646.09 259-40 090105 AP 090105 lOD4.32 99-9~9 645.43 259.40 092105 E20 090105 -386.65 PAYEE = 1600.03073 _00 -386.66 100305 AP 100105 1004.32 100.15 644.77 259.40 110105 AP 110105 1004.32 100.62 544-10 259.40 120105 AP 120105 986-93 101.49 643.43 242-01 010206 AP 010106 966.93 102.17 542.75 242-07. 020106 AP 020106 986.93 102,95 642-07 242.01 030106 AP 030106 966.93 103.53 541-39 242.01 032706 E97 030106 -630.91 PAYEE . 0021.00012 .00 -630.91 042806 UI 040106 .00 .00 _p0 .00 OPT PREMIUMS .OC LATE CHP.RGE PYMT -37.24* 042806 AP 040106 986.93 104.22 640-70 242.01 042806 AP 050106 986.93 104.92 640.00 242.01 042806 FB 050106 16-00 171 SPEEDPAY FEE 042806 FEA 050105 16.00 171 SPEEDPAY FEE 061606 UI 060106 .00 .00 .00 .00 OPT PREMIUMS .00 LATE CHARGE PXMT 37.24= 061606 AP 060106 1024.17 105.62 659.30 242.01 OPT PREMIUMS .00 LATE CHARGE PYMT 37.24 INQ 1419 02/1,4/2008 13:11 FA% 319 236 4651 CORRESPONDENCE HISTORY FOR ACCOUNT 702000601 PAGE 2 DATE 02/14/OH --------- MAIL ---~---------------- --------- PROPERTY ---------~------ HENRY J. GROTHE ESTATE 4B G7ALL STREET 20Tki FLOOR NEW YORK CITY NY 7.0005 1096 COCICLZiv STREET MECHANICSHURG PA 17055 POST TRN DUE TRANSACTION PRINCIPAL INTEREST ESCROW DATE CDE DATE AMOUNT PAID PAID PAID 061606 FWA 060106 80.00 26 PAYOFF S"_'ATEMEN2' 061606 FH 060106 16.00 171 SPEEDPAY FEE 061606 FEA 060106 16-OD 171 SPEEDPAY FEE 072606 E93 060106 -1757.00 PAYEE 0021.06012 .00 -1757.00 072806 UI 070106 .00 .00 .00 .00 OPT PREMIUMS .00 LATE CHARGE PYMT -37.24 072806 RP 070106 986.93 106-32 638.60 242.01 072806 FH 070106 16.00 171 SPEEDPAY FEE 072806 FEA 070106 16-00 171 SPEEDPAY FEE 072906 UI 070106 .00 .00 .00 .00 OPT PREMIUMS .00 LATE CHARGE PYMT 37.24* 072606 SRA 070106 37-24 .00 .00 .00 OPT PREMIUMS .00 LATS CHARGE PYMT 37.24 081106 AP 060106 986.93 107.03 637.x9 242.01 081106 FH 080106 16.00 171 SPEEDPAY FEE 081106 FEA 080106 16.00 171 SPEEDPAY FEE 092206 AP 090106 1024.17 107.74 657.18 242.01 OPT PREMIUMS .00 LATE CHARGE PYMT 37.24 092206 F8 090106 16-00 171 SPEEDPAY FEE 092206 FEA 09010& 16.00 171 SPEEDPAY FEE 101606 AP 100106 986.93 108.46 636.46 242.01 101606 FS 100106 16.00 171 SPEEDPAY FEE 101506 FEA 100106 16.00 171 SPEEDPAY FEE 101606 E20 100106 -411.55 PAYEE = 1600-03073 .00 -411.55 112006 UI 110106 .00 .p0 .00 .00 OPT PREMIUMS .DO LATE CHARGE PYMT -24.17* 112006 AP 110106 1000.00 109.18 635.74 242.01 OPT PREMIUMS .00 LATE CHARGE PYMT 13.07 112006 FB 1.10106 16.00 171 SPEEDPAY FEE 112006 FEA 110106 16.00 171 SPEEDPAY FEE 7.21306 AP 120106 979.22 109.91 635.01 234.30 121306 PS 120106 16.00 7,71 SPEEDPAY FEE 121306 FEA 120106 16.00 177. SPEEDPAY FEE 121306 UI 120106 .00 .00 .00 .00 OPT PREMIUMS .00 LATE CHARGE PYMT 24.17* 121306 SRA 120106 24-17 ,DO .00 .QO OPT PREMIUMS .OD LATE CHARGE PYMT 24.17 [~ 004/006 INQ 1419 VL/14/2003 15.72 FAY, 319 236 4657 CORRESPONDENCE l~j 005/006 HISTORY FOR ACCOUNT 702000601 PAGE 3 DATE 02/14/08 --------- MAIL -------------- ------ -'------- PROPERTY ----- HENRY J. GROTHE ESTATE 46 wALL .STREET 20TH FLOOR NEW YORK CITY NY 10005 1096 COCKLIN STREET MECHANICSBURG PA 17055 POST TRN LIUE TRANSACTION PRINCIPAL INTEREST ESCROW DATE CAE DATE AMOUNT PAID PAID PAID 021607 U2 010107 .00 .00 ------ ----- -oa ---- .00 OPT PREMIUMS -00 LATE CHARGE PYMT -37-24* 021607 AP 010107 979.22 110.64 634.26 234.30 021607 AP 020107 979.22 111.38 633.54 234.30 021607 F8 020107 10.00 171 SPEEDPAY FEE 021607 FEA 020107 10.D0 7.71 SPEEDPAY FEE 021607 UI 020107 .00 .00 00 .00 OPT PREMIUMS .00 LATE CHArcGE PYMT 37.24* 021607 5RA 020107 37.24 .00 .00 _DO QPT PREMIUMS .00 LATE CHARGE PXMT 37.28 022307 RP 030107 979-22 112.12 632.80 234.30 022307 AP o4o1D7 979.22 112-87 632.05 234.30 022307 VFU 040107 UNAPPLIED FUNDS (I) 37,24 BALANCE 37.24 022307 SRA 040107 37.24 .00 .00 _ao 030107 FH 0401D7 11-25 11 PROF INSPECTION FEE 031307 UFU 040107 UNAPPLTED FUNDS (1) -11.25 BALANCE 25.99 031307 SR 040107 -11.25 .00 .00 .00 031307 FE 040107 11.25 11 PROP INSPECTION FEE 031307 UFU 040107 UNAPPLIED FUNDS (1) -25.99 BALANCE 0.00 031307 CT 040107 .00 25.99 .00 .00 031907 E97 040107 -642,96 PAYEE ~ 0021-00012 .00 -642.96 051607 AP 050107 979.22 113.80 631.12 234.30 051607 CWA 050107 13.25 13.29 .00 .00 051607 FH 050107 7.50 177. SPEEDPAY FEE 051607 FEA 050107 7-50 171 SPEEDPAY FEE 062907 AP 060107 1016.4E 114-65 630.27 234.30 OPT PREMIUMS .00 LRTE CHARGE PYMT 37.24 062907 FB 060107 7.50 1?1 SPEEDPAY FEE 062907 FEA 060107 7.50 171 SPEEDPAY FEE 071607 AP 070107 979.22 115.41 629.51 234.30 071607 FH 070107 7.50 171 SPEEDPAY FEE 071607 FEA 070107 7-50 171 SPEEDPAX FEE 081607 AP 080107 979.22 116.18 628.74 23~V.30 081607 FH 080107 7.50 171 SPEEDPAY FEE 081607 FEA OA0107 7.50 171 SPEEDPAY FEE 081707 E93 060107 -7,815.69 PAYEE = 0021.06012 _p0 - 1815.69 091107 AP 090107 979.22 116.95 627.97 234.30 INQ 1419 02/14/2008 15:12 FA;; 319 236 4651 CDRRESPONDENCE ' ~ ~ f~ 006/006 HISTORY FOR ACCOUNT 702000601 PAGE 4 DATE 02/14/08 --------- MAIL -------------------- --------- PROPER'T'Y ---------------- HENRY J. GROTHE ESTATE 48 WALL STREET 20TH FLOOR NEW XORK CITY NY 10005 1096 COCKLIN STREET MECfIAATICSBUIZG PA 17055 POST TRN DUE TRANSACTION PRINCIPAL INTEREST ESCROW DATE CDE DATE AMOUNT PAID PAID PAID 102407 A3 090107 HENRY .7. GROTHE ' P- aAL 94078-Oi E-SAL 591.58 102907 AP 100107 1016.46 117.73 G27.19 234.30 OPT PREMIUMS .00 LATE CHARGE PYMT 37.24 102907 CWA 100107 _02 _p2 ,00 ,00 111607 AP 110107 979.22 118.52 62G.40 234.30 111607 CwA 110107 .0.78 40.76 .00 .00 121307 AP 120107 995.93 119.58 625.34 250,51 010708 Ego 120107 -1708.00 PAYEE ~ 5600.00 347 .00 -1708.00 012508 UI 010108 .00 _00 .00 ,p0 OPT PREMIUMS .p0 LATE CHARGE FYMT -37.24* 012508 AP 010108 995.43 120.38 624.54 250.51 012508 F8 010108 12.50 171 sPEEDPAY FEE 012509 FEA 010108 12.50 171 $PEEDFAY FEE 012508 UI 010108 _oo .00 .00 .00 OPT PREMIUMS -00 LATE CHARGE PYMT 37.24* 012508 SRA 010108 37.24 .00 .00 .OD OPT PREMIUMS .00 LATE CF.ARGE PYMT 37.24 021408 R20 010108 1708.00 -00 .00 1708.00 END OF HISTORY INQ ],419 ~!' •. LAST WILL OF HENRY J. GROTHE I, HENRY J. GROTHE of Mechanicsburg, County of Cumberland, Commonwealth of Pennsylvania, declare this to be my Last Will and revoke any Will previously made by me. ITEM I , I direct that all my funeral expenses and all the expenses of my last illness be paid from my residuary estate as soon as practicable after my death as part of the expense of the administration of my estate. ITEM II I give, devise and bequeath my real estate, whatsoever the same may be and wheresoever the same may be situate to my son, HENRY J. GROTHE, II, his heirs and assigns. ITEM III I give and bequeath the rest and remainder of my estate whatsoever the same may be and wheresoever the same may be situate to my daughter, MARSHA A. GROTHE, her heirs and assigns. • ~~' ITEM IV I direct that all estate, inheritance and succession taxes paid out of the residue of my estate with the same effect as if taxes were expenses of administration, and all legacies, devises and other gifts made by this, my Last Will, shall be clear and free thereof. ITEM V i~ ~~ I hereby appoint DIERDRE M. JAMES, ESQUIRE of Glenrock, New Jersey, as the Executrix of this, my Last Will. If DIERDRE M. JAMES, ESQUIRE, fails to qualify or ceases to act as Executrix, I appoint my nephew, WAYNE GROTHE, of Southhampton, New York, Executor of this, my Last Will. ITEM VI I direct that my Executor shall not be required to give bond for the faithful performance of his or her duty in any jurisdiction. ITEM VII I purposely make no provisions in this my Last Will for my son, THEODORE GROTHE, my daughter, SUSAN GROTHE, my son, PAUL GROTHE, and my daughter, GINA HUNI~ING, for reasons that I deem just and proper. 2 ., IN WITNESS WHEREOF, I have hereunto set my hand this S~ da of Ma Y Y, 1999. Henry J. Groth This instrument, consisting of three pages, was, on the date thereof, signed, published and declared by Henry J. Grothe, the testator therein named,'as and for his Last Will in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. C~i,~-,~,,~.u. sue... Charles M. Suhr 3 ^ . _ < COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. We, Henry J. Grothe Charles M. Suter ,and b~, the testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as a free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness, and that, to the best of the witnesses' knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or due influe ~~~ Henry J. Gr e Charles M. Suter Subscribed, sworn to and acknowledged before me by Heiuy J. Grothe, the testator, and subscribed and sworn to before my by Charles M. Suter and l~'aa A • Ge160.wg1, , ~~// -e-- witnesses, this ~Z~J day of May, 1999. Notary Public My Commission expires: Notarial Seal Irene M. Knapik, Notary Public Harrisburg, Dauphin County My Commission Expires Oct. 13, 2001 -11-(T1 IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF HENRY J. GROYNE NO. 2006-0455 ORPHANS' COURT DIVISION RE: INTERPRETATION OF WILL In this case the executrix and other potential heirs have requested an interpretation of Decedent's will. The Decedent's will is dated May 5, 1999 and contains the following bequest listed at "Item III": "I give and bequeath the rest and remainder of my estate whatsoever the same may be and wheresoever the same may be situate to my daughter, Marsha A. Grothe, her heirs and assigns". The Decedent, Henry J. Grothe, died on March 8, 2006 and was a single man at the time. Marsha Grothe, the daughter listed in Item III, predeceased him and died on August 3, 2001. Marsha died testate but without issue. Her last will and testament executed on December 31, 1991, made the following bequests: c ; _=; -_ o ,~, A. The sum of Five Thousand Dollars ($5,000.00) to my friend ~ - _ --=; - DAVID FREEDMAN of Berkeley, California. ~ - ~., B. The sum of One Thousand Dollars ($1,000.00) to my godson:==-' ~~ ~:_ - _, --, ~? STEVEN KEEZER of Danville, California. -- ~., -- C. The residue of my estate shall go as follows: 1. One-half to my mother BEVERLY VELMA SOKEL. In the event she should predecease me or fail to survive me for a period of sixty (60) days, then the bequest made under this subparagraph 1 shall go to my stepfather JOSEPH SOKEL. In the event he should likewise predecease me or fail to survive me for a period of sixty (60) days, then the bequest made under this subparagraph 1 shall be added to and disposed of as provided under subparagraph 2 below. 2. One-half to my brother RANDOLPH THOMAS SOKEL of Westhampton, New York. In the event he shall predecease me or fail to survive me for a period of sixty (60 days), then to his children MICHAEL SOKEL and WESLY SOKEL and any other children born to or adopted by him, by right of representation. At the time Henry Grothe died he had the following issue, Henry J. Grothe, II, Marsha Grothe (deceased), Theodore Grothe, Susan Grothe, Paul Grothe and Gina Hunking. In his will he bequeathed all of his real estate to his son Henry J. Grothe, II, his heirs and assigns. The remainder of his estate was bequeathed to Marsha J. Grothe, her heirs and assigns. In "Item VII" of his will the Decedent Henry Grothe stated the following: "I purposely make no provisions in this my Last Will for my son, Theodore Grothe, my daughter, Susan Grothe, my son, Paul Grothe, and my daughter, Gina Hunking, for reasons that I deem just and proper". Respondents Susan Grothe and Gina Hunking claim that the Decedent's residual gift to Marsha fails because Marsha predeceased the Decedent and since Marsha left no issue they claim that Pennsylvania's anti-lapse statute does not save the gift. As a result they claim that the gift to Marsha falls into intestacy and therefore, must be divided pursuant to Pennsylvania's Intestacy laws, with the remainder of Henry Grothe's estate passing in equal shares to living children. The Executrix maintains that this interpretation fails to give affect to the phrase "her heirs and assigns" which immediately follows Marsha's name in the Decedent's will. This Court also notes that the children's interpretation violates the well settled principle "that one who writes a will is presumed to intend to dispose of all of his estate and not to die intestate as to any portion of it; accordingly, a will must be construed to avoid an intestacy if it is possible to do so, In re Carmany's Estate, 1947, 357 Pa. 296, 299, 53 2 A.2d 731, 732, 174 A. L. R. 311, and all doubts are resolved against intestacy. Si le v. Greumelli, 1947, 357 Pa. 237, 241, 53 A.2d 607". in re Butler's Estate, 364 Pa. 279, 282, 72 A.2d 110, 112 (1950). In interpreting the term "her heirs and assigns" the Rules of Construction of Wills found at 20 Pa.C.S.A. § 2514 will be applied. Section 2514(4) is titled "Meaning of 'Heirs' and `Next of Kin"' etc.; time of ascertaining class. It provides in pertinent part that: "A devise or bequest of real or personal estate... to the testator's or another designated person's 'heirs' or 'next of kin' or 'relatives' or 'family'... or to `the persons thereunto entitled under the intestate laws' or to persons described by words of similar import shall mean those persons... who would take under the intestate laws if the testator or other designated person were to die intestate at the time when the class is to be ascertained..." This rule would dictate that the words used in Henry Grothe's will which immediately follow the gift of the residuary to Marsha are to be understood to mean that if Marsha predeceased Henry, "heirs" means Marsha's intestate heirs. Since Marsha was not married at her death, and she had no children, the intestacy law found at 20 Pa.C.S.A. § 2103 would then require that her Mother Beverly Sokel should inherit Marsha's lapsed gift. The children, Susan Grothe and Gina Hunking, object to such an interpretation. They rely on a series of cases in which the Courts of Pennsylvania have generally held the meaning of the words "heirs and assigns" are words of limitation and not purchase or succession. When "heirs and assigns" are used in this fashion they indicate the nature of the estate which is given and not the persons to whom it is to be given. See Estate of S kes, 477 Pa. 254, 383 A.2d 920 (1978); In re Butler's Estate, 364 Pa. 279, 72 A.2d 110, (1950); In re Estate of Witte, 102 Pa.Super. 535, 157 A. 328 (1931). Reliance on this meaning, however, fails to recognize some of the more fundamental principles of law outlined in these cases. 3 One such fundamental principle is the "cardinal rule that a will is to be construed according to the intent of the testator." Estate of Svkes, 477 Pa. 254, 383 A.2d 920 (1978). In re Buehler's Estate, 16 Pa. D&C 524 (1931), relied on by the children to determine the meaning of the term "heirs and assigns," is based on the holding in In re Estate of Witte, 102 Pa.Super. 535, 157 A. 328 (1931). This case clearly indicates that the interpretation of the words "heirs and assigns forever" as words of limitation and not succession "prevails unless it plainly appears from the context of the will that such was not the testator's intention" Id. at 538. There is nothing clearer in the will of Henry Grothe than his declaration in Item VII that he did not want Susan Grothe and Gina Hunking to inherit anything. The Svkes case is therefore not analogous. In that case, the intent of the testator to disinherit his adopted children in favor of individuals of blood descent was not clearly stated. In this case, the intent to disinherit is crystal clear. There is no question in Pennsylvania that a person can disinherit his children. "Respected men and women, as well as eccentric people, sometimes make sound and sometimes eccentric wills. Courts, heirs and excluded beneficiaries often wish (1) they could change or delete clear and plain and specific language or (2) rewrite a will to expand or change the testator's bounty in order to conform to what they believe would be a fairer or wiser or to conform to what they think the testator would have said if he had foreseen the existing facts and circumstances. But that is not and never has been the law of Pennsylvania". In re Estate of Little, 403 Pa. 534, 536-37, 170 A.2d 106, 107 (1961). The children assert that it would never have been the intent of the decedent to have his former wife be his contingent heir. However, the record before this Court does not establish this contention. One fact that does stand out is that the decedent obviously knew his daughter had died prior to him in 2001 and that he did not change his will in the 5 years following her death before he died. When all is said and done, the clear intent 4 s' stated in Henry Grothe's will is that Susan Grothe and Gina Hunking were to inherit nothing from him. Accordingly, in this case, to give affect to the entire phrase in question, "Marsha Grothe, her heirs and assigns", Pennsylvania law provides that Henry intended to give the residuary of his estate to Marsha's "heirs" as defined in the Rules of Construction. Those "heirs" would be people who would inherit if Marsha died intestate. The laws of intestacy would first have provided for Marsha's spouse and children to inherit her estate and in default of same to her parents. Since Henry was her father, her only remaining parent and Henry's ex-wife, Beverly Sokel is to receive the gift according to law. ~ ~c~~07 Date By the Court, M. L. Ebert, Jr., J_ Michael A. Scherer, Esquire 19 West South Street Carlisle, PA 17013 Dierdre James, Esquire Conway, Farrell, Curtin & Kelly, P. C. 48 Wall Street, 20~' Floor New York, NY 10005 Robert P. Grubb, Esquire Metzger, Wickersham, Knauss & Erb, P.C. 3211 North Front Street Harrisburg, PA 17110 Steven J. Hogg, Esquire 19 South Hanover Street Suite 101 Carlisle, PA 17013 bas 5