Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
07-11-08
~• A t 15056041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Ccunty Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX.280601 2 1 0 7 1 1 7 6 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 209 20 0638 12 23 2007 09 28 1928 Decedent's Last Name Suffix Decedent's First Name MI COLBERT GEORGE D (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 X^ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estate Tax Return Required g Decedent Died Testate (Attach Copy of Will) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 0 8. Total Number of Safe Deposit Boxes 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 Telephone Number PAUL C. BAMETZREIDER (717)273 3733 Firm Name (If Applicable) REILLY, WOLFSON, SHEFFEY, First line of address 1601 CORNWALL ROAD Second line of address City er Post Office LEBANON Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, corr and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE PERSON RESPONSIBLFaFOR-FILING RETURN iDATE James Robert Byers 1809 Spring Ridge Lane, Lancaster, PA 17603 d S'' SIGNATURE OF PREPARER THER THAN REP ENTATIVE DATE ~ ~~~ ~ Paul C. Bametzreider ~;,/rs'p/6C~ ADDRESS "' 1601 Cornwall Road, Lebanon, PA 17042 Side 1 15056041147 15056041147 State ZIP Code PA 17042 r~ r~ REGISTER (~f~.LS USE~VLY , -~ ~ -'-~ ~ _. r- ;: ~~~ ;~~{ ~ - ~-- :5.7 C 3 T E .. DA f ILED :7 --, 1.: ' -- I 1 -r l i:' r-r; _-~ REV-1500 EX oecede~t~s Name: George D. C o l b e r t Decedent's Social Security Number 209 20 0638 RECAPITULATION 200,000.00 1. Real Estate (Schedule A) ........................................................................................ .. 1. 2. Stocks and Bonds (Schedule B) .............................................................................. . 2. 92,935.39 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ .. 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ .. 4. 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ............... . 5. 145,878.94 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............ . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............ . 7, 8. Total Gross Assets (total Lines 1-7) ...................................................................... . g, 4 3 8, 8 1 4 3 3 9. Funeral Expenses & Administrative Costs (Schedule H) ................................ ......... 9. 52,999.90 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...................... .......... 10. 3,961.56 11. Total Deductions (total Lines 9 ii< 10) ............................................................ .......... 11. 5 6, 9 6 1 4 6 12~ Net Value of Estate (Line 8 minus Line 11) ................................................... .......... 12. 381,852.87 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. 381,852.87 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 .00 0 0 0 15. 16. Amount of Line 14 taxable 2 4 0 9 2 6 4 4 16 at lineal rate X .045 , . 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 4 0, 9 2 6. 4 3 18. 19. Tax Due .................................................. .................................................................. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15056042148 0.00 10,841.69 0.00 21,138.96 31,980.65 Side 2 15056042148 15056042148 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07-1176 DECEDENT'S NAME George D. Colbert STREET ADDRESS 23 Country Club Road CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit g. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty 30,000.00 1,578.95 Total Credits (A + B + C) Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable fo: REGISTER OF WILLS, AGENT (1) (2) (3) (4) (5) (5A) (56) 31,980.65 31,578.95 401.70 401.70 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 :.................................................................................. ^ b. retain the right to designate who shall use the property transferred or its income :.................................... ^ x^ c. retain a reversionary interest; or .................................................................................................................. ^ 0 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? ....................................................................................................................... ^ ^x 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 exemot 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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev1602 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Colbert, George D. 21-07-1176 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 properly 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 Jointlyowned with right of survivorship must be disclosed on schedule F. (It more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) Rev-1503 EX+ (g_98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Colbert, George D. 21-07-1176 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Federated Services Company -13,395.401 shares of 83,319.39 Federated Kaufmann Fund @ $6.22 per share 2 TD Ameritrade - 400 shares of Corning, Inc. @ $24.04 9,616.00 per share TOTAL (Also enter on Line 2, Recapitulation) 92,935.39 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-7508 EX+ (6.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Colbert, George D. 21-07-1176 All property Jointly-owned with the right of survivorship must be d(sclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 1986 Cadillac Automobile -Value at date of death based upon sales price to junk 100.00 yard 2 PSECU -Account No. 8905881630 -Savings Account -Balance at date of death 13.15 $12.99 -plus accrued interest of $.16 3 PSECU -Account No. 8905881630 -Checking Account -Balance at date of death 7,053.36 $7,043.45 -plus accrued interest of $9.91 4 PSECU -Account No. 8905881630 -Money Market Account -Balance at date of 138,343.21 death $134,935.99 -plus accrued interest of $3,407.22 5 Refund of City, County and School Real Estate Taxes - re: sale of real estate situate 369.22 at 23 Country Club Road, Carlisle, Cumberland County, PA -see attached Settlement Statement TOTAL (Also enter on Line 5, Recapitulation) I 145,878.94 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1767 EX+(~y_g~g) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Colbert, George D. 21-07-1176 -- ----- -- --------------_ -_ --r-. __~ _.. ~~..~.. -...... ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 19,165.00 2. Attorney's Fees Reilly, Wolfson, Shelley, Schrum and Lundberg LLP 19,165.00 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 90.00 5. Accountant's Fees 300.00 6. ~ Tax Return Preparer's Fees 7. Other Administrative Costs 14,279.90 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 52,999.90 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev7502 EX+ (6-98) SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continue RESIDENT DECEDENT ESTATE OF FILE NUMBER Colbert, George D. 21-07-1176 ITEM NUMBER DESCRIPTION AMOUNT 1 Barry Vincent -Lawn Care 45.00 2 Barry Vincent -Lawn Care 90.00 3 Brad Teaman -Repairs to residence (downpayment) 1,000.00 4 Brad Teaman -Repairs to residence (final payment) 6,550.00 5 Cumberland Law Journal -Advertise Estate Notice 75.00 6 James Robert Byers -Reimbursement of costs advanced for funeral expenses and 618.73 miscellaneous administration expenses 7 Mark Byers -Reimbursement of costs advanced for funeral expenses 2,175.00 8 Middlesex Township Municipal Authority -Water 8~ Sewer -12107 - 03108 78.75 9 Montour Home Comfort Services -Fuel Oil Delivery 389.90 10 Overnight Mailing Expenses 60.00 11 PP8r,L Utilities Corp. -Electric Service - 01108 - 02/08 119.40 12 PP&L Utilities Corp. -Electric Service - 02108 - 03/08 45.11 13 PP&L Utilities Corp. -Electric Service - 03108 - 04/08 51.69 14 PPBr,L Utilities Corp. -Electric Service - 04108 - 05/08 47.03 15 Settlement Charges - re: sale of real estate situate at 23 Country Club Road, 2,605.65 Carlisle, Cumberland County, PA -see attached Settlement Statement Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-67 (Rev. 6-98) Rev-1502 EX+ (5.98) SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Colbert, George D. 21-07-1176 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (B-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF (FILE NUMBER Colbert, George D. 21-07-1176 Include unrelmbursed medical expanses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 DirecTV -Final Bill 11.06 2 Embarq -Telephone Service 111.49 3 Masland Associates, Inc. -Medical Expense 1.90 4 Montour Heating & Oil -Fuel Oil Delivery 747.12 5 MTMA -Water/Sewer 78.75 6 PA Department of Revenue - 2007 Individual Income Taxes 798.00 7 PP8r.L -Electric Service 61.12 8 PSECU -Account No. 8905881630 -Visa Loan 442.26 9 United States Treasury - 2007 Individual Income Taxes 1,663.00 10 York Waste Disposal, Inc. -Trash Removal 46.86 TOTAL (Also enter on Line 10, Recapitulation) I 3,961.56 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: George D. Colbert 12/23/2007 209-20-0638 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 James Robert Byers Cousin 1809 Spring Ridge Lane Lancaster, PA 17603 2 James Robert Byers, Trustee Ashley Trust Nielsen Trust (Grandchild) 1809 Spring Ridge Lane Lancaster, PA 17603 3 Preben A. Nielsen Stepchild 160 Rowland Lane EI Dorado, AR 71730 Dining Room Furniture and 112 of the Residuary Estate Specific Bequest of $100,000.00 112 of the Residuary Estate Total 1 Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 2 ,~ A scrv±x of hturtxtl4~Gdt ~~,a/~ Enter ~yrafroditfefnvorrls: ~~;; -- GtaDAJ SrvnPwt fnaku~ I~`~ ~i , • ~ . • ' ~ ~ r . Home ' Quatas ~ N®ws ' industris~s !Markets Hlstoricel Quates Bt~t9eparts j ®Advmncotl7~rals ,i "Rremium Products This Historical Quotes tool allows you to look up a security's exact closing price. J Simply type in the symbol and a historical date to view a quote and mini chart for that security. r: ~'' Enter Symbol: GLW Enter Date: 12/24/2007 Corning Incorporated Monday. December 24, 2007 Closing Puce 24.00 open: 24.06 Hiyh 24.32 L°`" '.~' ~~~ 23.86 Volume: 3,104,700 Go To Charting ~~~ L] No Splits 2-Month Daily Chart of Corning Incorporated Sponsored Links 16 Hot Dividend Stocks Discover 16 sizzling stock picks earning annual yields up to 45%yr. MoneyAndMarkets.com Instant Term Insurance Save up to 70% online - No Exam Term Life Insurance. Instant Quote eterm.com Hot Stock Alert - GFET Ethanol, Biofuels, Green Energy Growth Stock Investment. Invest. www.GulfEthanolCorp.com Debt Management Programs Buried in Debt? Credit Counseling Works. We are a BBB Ethics Winner! www.TakeChargeAmerica.org Learn morQ_about the next step keyo~ld mutual f4rnd5 lo~t[[howfn=sp6t.~en' ~ -~ I~TRADES ~ ~. - .~~ Tf s time'#o:get oul. V Take our free online OptionsHouse: Flat Rate Trade with E'TRADE Unlock stock, fund and Unlock stock, fund and seminars. Charles Prices, Any Size. Securities newsletter performance newsletter performance Srthwah sartrPts aanrata Home ! About ~ Job Opportunities !Contact Us ! Feedback ~ He1o License and integrate news, custom financial tools and data from Dow Jones Client Solutions . ?detect= l mbol=GL W d... 2/25/2008 Histarical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 2 of 2 Copyright ©2006 MarketWatch, Inc. All rights reserved. By using this site, you agree to the Terms of Service and Privacy Policy (updated 4/3/03). Intraday data provided by Comstock, a division of Interactive Data Corp. and subject to tenns of use. Historical and current end-ot-day data provided by FT Interactive Data. More information on NASDAQ traded symbols and their current financial status. Intraday data delayed 15 minutes for Nasdaq, and 20 minutes for other exchanges. Dow Jones IndexesSM from Dow Jones & Company, Inc. SEHK intraday data is provided by Comstock and is at least 60-minutes delayed. All quotes are in local exchange time. Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 2 ,; R scrvrC of Merket~rCd~ EnrerBymbvl/Ilepworda: , Global Syn-hol denkttp ~~ ~! ~ ~ t ~~ _w._:.~~~....~~._ t..__ Home Quotas ~ t4ews a industrl$a ! NtaYkets, j tiistaricnl Quotes i3tgRepons l ®Advangt*dTools ~ Prsmlurn Products This Historical Quotes tool allows you to look up a security's exact closing price. J Simply type in the symbol and a historical date to view a quote and mini chart for that security. (y~. Enter Symbol: GLW Enter Date: 12/21/07 t t Corning Incorporated Friday, December 21.2007 Closing Price: 24.03 open: 23.89 High: ~ a^r>~~ 24.21 Low. 23.77 volume: 11,293,600 Go To Charting ~~~ Sponsored Links 16 Hot Dividend Stocks Discover 16 sizzling stock picks earning annual yields up to 45%yr. MoneyAndMarkets.com No Splits 2-Month Daily Chart of Corning Incorporated FX Dollar Buii or Bear? Free $50,000 Practice Account With Real-Time Charts; News & Research. FOREX.com AARP Auto -Official Site Over 49? Save $385 On Auto Insurance. Start Saving! Free Quotes Now! Hartford.com/AARP Stocks Ready To Soar Hot News Alert, Huge Profits, Stock Near Explosive Breakout Point www.otcstockexchange.com Learn m9rgdbout; the netct_.$tep b.Qyondsnutual funds. _., ~t.adstlmfl`IoMdng'fior,=; ~; ; w ~ ~~:~FREE ~trs MQI(ea~ne'tradfng. ~ s '~ i • ° ' ~ ` r TRADflS -• L r{.TRP°F CVn~ritl Take our free online OptionsHouse: Flat Rate Investing Tools + Free Unlock stock, fund and Trade with E`TRADE seminars. Charles Prices, Any Size. ACAT newsletter pertormance Securities Snhwah cacratc Home ~ Aboul ~ Job Opportunities ~ Contact Us ~ Feedback I Helo License and integrate news, custom financial tools and data from Dow Jones Client Solutions . 1 2/25/2008 Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 2 of 2 Copyright ©2008 MarketWatch, Inc. All rights reserved. ey using this site, you agree to the Terms of Service and Privacy Policy (updated 4/3/03). Intraday data provided by Comstock, a division of Interactive Data Corp. and subject to terms of use. Historical and current end-of-day data provided by FT Interactive Data. More information on NASDAQ traded sy ols and their current financial status. Intraday data delayed 15 minutes for Nasdaq, and 20 minutes for other exchanges. Dow Jones IndexesSM from Dow Jones & Company, Inc. SEHK intraday data is provided by Comstock and is at least 60-minutes delayed. All quotes are in local exchange time. http;//bis;charts.marketwatch.com/historical/default.asp?detect=l&symbol=GLW&close d 2/25/2008 Federated Shareholder Services Company Pittsburgh, Vennsylvania Ness York, Nev~ York Dublin, Ireland Feder:uedinvestors.con~ January 18, 2008 Reilly Wolfson Shelley Schrum and Lundberg LLP Attn Paul C Bametzreider 1601 Cornwall Road Lebanon PA 17042-7406 Reference: 00204875 Federated Kaufmann Fund Account Number: 4040144370 George D Colbert Else M Colbert JT WROS Dear Attorney Bametzreider: Thank you for contacting Federated. We welcome the opportunity to assist you. Federated WOIU.D-CLASS INVESTMENT MANAGE2 On December 23, 2007, the value of the referenced account was $83,319.39, based on 13,395.401 shares at the net asset value of $6.22 per share on that date. The legal representative of the most recently deceased owner of the account may redeem shares by using the enclosed Redemption by Mail Form. This form outlines all the information Federated needs to process the transaction. Please note that an original Medallion guarantee is required; see the forms for details. Please return the Redemption by Mail Form with: The Order of Appointment naming the legal representative(s) of the most recently deceased owner's estate. The court or clerk of the court must certify the document within 60 days of the transaction request. The certification, usually an ink stamp or raised seal, must be original. 2. A certified death certificate for the first decedent; the certification, usually an ink stamp or raised seal, must be original. A copy of the death certificate bearing an original Medallion guarantee is acceptable. The Medallion guarantee cannot be a photocopy. A Medallion guarantee is designed to protect the account from fraud and may be obtained from any of the following institutions participating in one of the Medallion signature guarantee programs: • Bank or trust company; • Savings association; • Credit union; or • Broker, dealer, or securities exchange member. Please understand that notarization by a notary public is not the same as a Medallion guarantee and cannot be used as a substitute. An original Tax Waiver may be required by the most recently deceased individual's state of residence. If so, the waiver needs to show the number of shares owned on the date of death. Please contact the State Department of Revenue for information about this requirement. When You Redeem Shares Redemptions are processed at the net asset value determined at the close of business on the date your request is received, in good order. This does not apply to money markets, since these funds attempt to stabilize the Net Asset Value of their shares at $1.00. Important Tax Information In January, tax forms are issued for each account that was open during the previous calendar year. To ensure delivery, please notify Federated of any address changes; this includes accounts that were redeemed or transferred during the previous calendar year. Please call us if you have questions about Federated's requirements. Client Service Representatives are available to help you from 8:00 a.m. to 6:00 p.m., Eastern Time. The number is 1-800-245-4770. Sincerely, Paula Parker Senior Specialist Enclosure(s): Redemption by Mail Reilly, Wolfson, Sheffey, Schrum and Lundberg, LLP 1601 Cornwall Road Lebanon, PA 17042-7406 Attn: Mr. Paul C. Bametzreider Re: George D. Colbert, Deceased. PSECU Account # 8905881630 Dear Mr. Bametzreider: The account was opened on March 07, 1988. The Share accounts were held jointly by George D. Colbert and Else M Colbert. The Personal Service, Visa loans were held individually by George D. Colbert. The following are the Date of Death Balances for Mr. Colbert's account with PSECU: Account Date of Death Balances Interest 2 ~~ Savings (S 1) $ 13.15 $ 0.16 Checking (S4) $ 7,053.36 $ 9 gl ~~`i~' U, Money Market (S7) $ 138,343.21 $ 3,407.22 ~ 3~~ a.?~~a Loans: Personal Service Loan (L1) $ 0.00 Visa Loan (L9) $ 442.26 If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, then press 6, extension 3120. Si~cerely, ~~6-~~~--~~ ~ ~~i„1 Roxann Myers Service Advisor PSECU Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 10-2990 717.234.8484 800.237.7328 ~ Mailing Address: PO. Box 67013, Harrisburg, PA 17106-7013 717.777.2100 (TDD) 800.472.1967 (TDD) This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender www.pSecU.tom LAST WILL AND TESTAMENT OF GEORGE D. COLBERT I, GEORGE D. COLBERT, a resident of the Commonwealth of Pennsylvania, make, publish and declare this to be my Last Will anal Testament, revolting all wills .and codicils at any time heretofore made by me. I am retired from the military service of the United States.- FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my estate, and al] estate, inheritance and similar taxes payable with respect to property included in my estate, whether or not passing under this will, and any interest or penalties thereon, shall be paid out of my residuary estate, without apportionment and with no right of reimbursement from any recipient of any such property. SECOND: It is my desire that, upon my death, my body be cremated. THIRD: I give my dining room furniture to J. ROBERT BYERS All other tangible personal property is given as hereafter provided with respect to my residuary estate. FOURTH: I give the sum of One Hundred Thousand Dollars ($100,000.00) in trust, to ASHLEY NIELSEN (hereinafter referred to as the "Beneficiary"), if she survives me in accordance with the following provisions: If the Beneficiary is the age of eighteen (18) years or older at the time of my death the proceeds shall be paid and distributed to the then living Beneficiary free of trust. If any Beneficiary is under the age of eighteen (18) years at the time of my death the insurance proceeds shall not vest in any of said Beneficiaries but instead shall be given to my Trustee, IN TRUST, as a single trust for the benefit of said Beneficiary. My Trustee shall hold, manage, invest and reinvest the trust assets, shall collect the income therefrom and, after deducting all charges and expenses properly attributable thereto, may pay to, or• for• the benefit of, the Beneficiary, at any time and from time to time, all or any part of the net. income and/or principal of this trust as my Tnrstee shall deem advisable, in the absolute discretion of my Trustee, without requirement of equality. Any income not so paid or applied shall be accumulated and added to the principal of this trust at least annually. When the Beneficiary reaches the age of eighteen (18) years or older the trust assets then remaining, if any, shall be paid and distributed to the Beneficiary free of trust and without adjustment for amounts previous distributed to each Beneficiary. I'IFTH: I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever located, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: (a) If J. ROBERT BYERS and PREBEN A. NIELSEN or either of them shall survive me, to those of J. ROBERT BYERS and PREBEN A. NIELSEN who survive me in equal shares. (b) If none of the beneficiaries under clause (a) above shall survive me, my residuary estate shall be paid and distributed to MARK BYERS if he shall survive me: (c) If none of the beneficiaries described in clause (a) and (b) above shall survive me, my residuary estate shall be paid and distributed to Bosler Free Library of Carlisle, PA. (d) If none of the beneficiaries described in clauses (a) and (b) above shall survive me, then I give my residuary estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of the Commonwealth of Pennsylvania. SIXTH: If any property of my estate vests in absolute ownership in a minor or incompetent, my Executor, at any time and without court authorization, may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the beneficiary under any gifts to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor from any liability with respect thereto, even though my Executor may be such person. If such beneficiary is a minor, my Executor may defer the distribution of the whole or any part of such property until the beneficiary attains the age of eighteen (18) years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article EIGHTH hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. SEVENTH: I appoinf J. ROBERT BYERS to be my Executor. If J. ROBERT BYERS shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint PREBEN A. NIELSEN as my Executor. I appoint J. ROBERT BYERS to be my Trustee. I direct that no Executor or Trustee shall be required to file or furnish any bond, surety or other security in any jurisdiction. EIGHTH: I grant to my Executor and Trustee all powers conferred on executors and trustees under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon executors and trustees wherever my Executor . ~' ,~ . ~.. ~---_ ~. /~ ~ :~ .. _~ or Trustee may act. I also grant to my Executor and Trustee power to retain, sell at public or private sale; exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money and encumber or pledge ..any property to secure loans; to hold property in bearer form or in the name of a nominee; to render liquid my estate or any trust in whole or in part, at any time and from time to time, and to hold cash or readily marketable securities of little or no yield for such periods as my Executor. or Trustee shall deem Advisable; to exercise all powers of an absolute owner .of .property; to incorporate any business and form limited liability companies and hold any interests in corporations and limited liability companies; to vote stock or securities, in person or by proxy; to exercise subscription and conversion rights, and to participate or refuse to participate in any reorganization, recapitalization, merger, consolidation, liquidation, dissolution or other action with respect to any corporation; to transfer any business or property to a partnership and to be a general or limited partner; to compromise and release claims with or without consideration; to execute and deliver instruments, including releases; to change the situs or governing law of any trust hereunder to any state my Executor or Trustee from time to time may deem desirable; and to employ attorneys, accountants and other persons for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. The term "Trustee" wherever used herein shall mean the trustees or trustee in office from time to time. Each Executor and Trustee shall have the same rights, powers, duties, authority and privileges, whether or not discretionary, as if originally appointed hereunder. The determination of my Trustee as to the amount or advisability of any discretionary payment of income or principal from any trust hereunder shall be final and conclusive on all persons, whether or not then in being, having or claiming any interest in such trust. Upon malting any such payment, my Trustee shall be released .fully from all further liability therefor. NINTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me (or any other person upon whose death the interest of such beneficiary depends) unless such beneficiary survives me (or such other person) by more than thirty days. The terms "child," "children" and "issue" as used in this will include children and step-children. TENTH: No disposition, charge or encumbrance on any income or principal of any trust hereunder or my estate by any beneficiary thereof shall be valid or binding upon my Executor or Trustee. No beneficiary shall have the right to assign, transfer, pledge, encumber, anticipate or otherwise dispose of any such income or principal until the same shall be paid to such beneficiary by my Executor or Trustee. No such income or principal shall be subject in any manner to any claim of any voluntary or involuntary creditor of any beneficiary or liable to attachment, execution or other legal or equitable process prior to its actual receipt by -the benef ciary. ELEVENTH: I have served in the Armed Forces of the United States. I therefore request that my Executor make appropriate inquiries to ascertain whether there are any benefits to which I, my dependents or my heirs may be entitled by virtue of any military ~- J,_ ._ ~,___ affiliation. I specifically request that my Executor consult with a retired affairs officer at the nearest military installation, the Department of Veterans Affairs, and the .Social Security Administration. TWELFTH: I have served in the Armed Forces of the United States. I therefore request that my Executor make appropriate inquiries to ascertain whether there- are any: benefits to which I, my' dependents or my heirs may. be entitled by virtue of any military affiliation. I specifically request that my Executor consult .with. a retired affairs officer at the nearest military installation,-the Department of Veterans Affairs; and the Social Security Administration. IN WITNESS WHEREOF, I, .GEORGE D. COLBERT, sign myme .and pu ish a d declare this instrument as my last will and testament this ~ day of 2007. _ ~ i ..-----~. GEORGE D. C~6~,BERT The foregoing instrument was signed, published and declared by GEORGE D. COLBERT, the above-named Testator, to be his last will and testament in our presence, all being present at the same time; and we, at his request and in his presence and in the presence of each other, have subscribed our names as witnesses on the date above written. ~~ ~i; ~~ having an address at /~ ~j ~L; _-~ J having an address at ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA, COUNTY OF _~~~~ ss. We, the Testator and the witnesses, whose names are signed to the attached or foregoing instrument, being .first duly sworn, do hereby declare to the undersigned..authority that the Testator, GEORGE D. COLBERT, .signed: and executed said instrument as his last will and testament in the presence and hearing of the witnesses, and that he had signed willingly; and that he executed it as his free and voluntary act and deed for the purposes therein expressed; and that each of the witnesses at the request of the Testator, in the presence and hearing of the Testator and each other, signed ..the will as witness, and that to the best of his ar her knowledge the Testator was at the time at least eighteen years of age or emancipated, of sound mind and :under no constraint, duress, fraud or undue influence. ' GEORGE D. COLBER'T Testator ~~G.L print: ~ l'S,4 ~- ~%,~ Ti Witness print: ~ ~~.~ ~ ~. Witness Subscribed, sworn to and acknowledged before me by the said GEORGE D. COLB RT, Te tor, and subscribed and sworn to before me by the above-named witnesses, this day of , 2007. otary Public My commission expires on~~~~.y,. /~/ 02-1~~7 j~ COI„ VIMOfUtiiVF./I;~1~~H C)r ~tlVtUa^Y~_ LVAidiN~ ~ Roriy S. K~UeraR~~ ~ ~ ' Carllslel~orc, n Public Cumbsrlanci Couniyr i~ Cvmmisslon Prpires May 1~, ~p09 I Nombor, Pnrnsylvanie Asr..ooiat)on o!~ f!~~~ PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Troy Whitesel, Classified Advertising Manager of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): Tanua~ 16, 23, 30, 2008 COPY OF NOTICE OF PUBLICATION ~' ~°' ,,~ s,q t` ° ESTATE NOTE ~, ,-, s, ~~,, Affiant further deposes that he/she7s not interested iri the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. ~7~ ~~rvnsYr~p~t~ay~bsen:gtiantafj~o~~estRabatt~ ~,~5, `'All,persoris~hexdfore.indebted`toasa[d estate are f ':cequesied~amake7mmediatdgiayment,'andYhos9~ ~havrag jtfs{~laims'awill pl®ase;pressntihe,same;°dmy .:authenticatedr~,ltor;settlernenl~~ho~it delay f ~ i ,a{,` n, . z~ F y'"r;BE tate:of GEORGE;f9AOGLBERT ~,x~~~. ~,'~~ .~ i,-sc~gsPaul:[y.:Bametzt!eide~,iEsqurre { „ +R9111y'NI6lfson,'Stfetfey ~ f . t p ~~ ~SilirumandiLundbergiLLP , ~~ ~ ', ,;~_ ~ Y. 7,6~"1:Gornwall Roadyry~„ , , , , ?, ,1. ~. . Sworn to and subscribed before me this 30th. day of Tanuary, 2008. Notary Pu ' My commission expires: ~~~ f COMMONWEALTH OF PENNSYLVANIA Notarial Seal Christina L. Wolfe, Notary Public Carlisle f3oro, CumbeA2nd County My Commission E~ires Sept 1,2008 Member, Pennsylvania Association Of Notaries PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumbejrland Law Journal on the following dates, vlz: January 18, January 25, and February 1, 2008 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Marie Coyne,/Editor SWORN TO AND SUBSCRIBED before me this 1 day of February, 2008 r Notary Colbert, George D., deed. Late of Middlesex Township. Executor: James Robert Byers c/o Paul C. Bametzreider, Esquire, y Reilly, Wolfson, Sheffey, Schram '~` and Lundberg LLP, 1601 Cornwall NOTARIAL SEAL Road, Lebanon, PA 17042. DEBORAH A COLLINS Attorneys: Paul C. Bametzreider, Notary Public Esquire, Reilly, Wolfson, Sheffey, CARLISLE BORO, CUMBERLAND COUNN Schrum and Lundberg LLP, 1601 My Commission Expires Apr 28, 2010 Cornwall Road, Lebanon, PA 17042. _.....,,.~~~~ t yr rtUU51NG AND URBAN DEVELOPMENT SETTLEMENT STATEMENT File Number: 31549 PAGE 2 TitleExpress Settlement System Printed 06/10/2008 at 14:46 SD SETTLEMENT CHARGES _ PAID FROM PAID FROM _TOTAL SALESrBROKER'S COMMISSION based on rice $200 000.00 = BORROWER"S SELLER'S Division of commission (line 700) as follows: FUNDS AT FUNDS AT ~ _ __ [o SETTLEMENT SETTLEMENT $ to Commission paid at Settlement TEMS PAYABLE IN CONNECTION WITH LOAN Loan Origination Fee °lo Loan discount 1.500 °~~PSECU 3,000.00 Appraisal Fee Credit Re ort Lenders Ins ection Fee ~aqe Application Fee Application Fee to PSECU P.O.G. 300.00 Bu er Flood Certification Fee to PSECU 8.00 Underwritin Fee to PSECU 100.00 Document Pre~Fee _ to PSECU 150.00 TEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE Interest From 06/11/2008 to 07/01/2008 (c~$ 33.5616 /da 20 Da s 671.23 Mort a e Insurance Premium for to Hazard Insurance Premium for to RESERVES DEPOSITED WITH LENDER FOR Hazard Insurance 3 mo. $ 44.25 /ma 132.75 Mort a e Insurance mo. $ /mo Ci Pro e Tax mo. $ Imo Count Pro eR Tax 5 mo. a $ 43.81 !mo 219.05 School Taxes 13 mo. $ 125.51 /mo 1 631.63 A re ate Anal sis Ad ustment to PSECU -263.77 0.00 TITLE CHARGES Settlement Fee to United One Resources Inc. Abstract Fee to United One Resources Inc. Title Examination to United One Resources, Inc. Title Insurance Binder to United One Resources Inc. Document Pre aration to United One Resources Inc. Notary Fees to Notary Public 40.00 15.00 Attome 's fees includes above items No: Title Insurance to United One Resources Inc. 1 358.75 (includes above items No: ) _ender's Palic 200 000.04 - ~wrler's Polic 200 000.00 -1 358.75 00 300 900 to United One Resources Inc. 150.00 :losin Service Letter to United One Resources Inc. 35.00 ax Certification to United One Resources tnc. 5.00 GOVERNMENT RECORDING AND TRANSFER CHARGES scordin Fees Deed $ 42.50 Mort a e $ 82.50 Release $ 125.00 /Count tax/stam s Deed $2 000.00 Mort a e $ 2 000.00 ate Taxlstam s Deed $2 OOOAO Mort a e $ 2 000.00 )DITIONAL SETTLEMENT CHARGES ve t Ins ection Iranteed Delive to United One Resources Inc. 19.50 tropic Download Fes to United One Resources Inc. Fee to United One Resources Inc. Coup /T Taxes to Penn Davis, Tax Collector 525.74 Sewer -Readin 6110108 to Middlesex Townshi Minici al Authorit 64.90 Disbursements 1520 25.00 AL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section K 9 407.14 2 605.64 HUD CERTIFICATION OF BUYER AND SELLER iewea a HUD-1~tUement Statement and [o the best of my knowledge antl belief, It is a true and aco~rate statement of all receipts antl disbursements made on my account or by me I funner~rtify tj( tJl have rRceived a copy of the HUO-1 Settlement Statement. t CRIME TO KNOVNNGLY MAKE FALSE STATEMENTS TO THE The HU S ement St e t which I have prepared is a true and accurate account of this transaction. ON THIS OR ANY SIM1tAR FORM. PENALTIES UPON CONVICTION I have ca a or will taus fh funds o be disbursed in a rda with this statement. =1NE AND IMPRISONA7ENT. FOR DETAILS SEE 71TLE f 8~. ON 1007 AND SECTION 1010. ~ ~' ('~ ey . ~ r'' fU DA A. - ,S~tt~ement Statement .B~ type of Loan U.S. Department of Housing and Urban Development OMB Annrnval Nn ~~m_n~a~ rovr,iro~ a ~ rznr~nnn~ 1. ^FHA 2. ^FmHA 3. OConv. Unins. 6. File Number 7. Loan Number 8. Mortgage Insurance Case Number 4. ^VA 5. ^Conv.lns. 31549PUR 47727 Is orrn Is umis e o give you a s a emen o a ua se emen cos s. moun s pal o an y e set emen agen are s own. C. Note: Items marked "(p o c.)" were paid outside the Gosing; they are shown here for information purposes and are not included in the totals. TItIeEXpreSS Settlement System WARNING: It is a crime to. knowingly make false statements to the United States on this or an oth i il f y er s m ar orm. Penalties upon conviction can inGude a fine and imprisonment. For details see: Title 18 U. S. Code Section 1001 and Section 1010. Pflnted 06~10~2008 at 14:46 SD D. NAME OF BORROWER: Cher D. Conley ADDRESS: 506 Grant Drive Cam Hill PA 17013 E. NAME OF SELLER: James Robert Byers, Executor of the Estate of George D. Colbert ADDRESS: 1809 S tin Rid a Lane Lancaster PA 17603 F. NAME OF LENDER: PSECU ADDRESS: 1 Credit Union Place P.O. Box 67013 Harrisbur PA 17110-2990 G. PROPERTY ADDRESS: 23 Country Club Road, Carlisle, PA 17015 Middlesex Townshi H. SETTLEMENT AGENT: United One Resources, Inc. PLACE OF SETTLEMENT: 270 N. Sherman Street Wilkes-Barre PA 18702 I. SETTLEMENT DATE: 06!1112008 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 200 000.00 401. Contract sales rice 200 000.00 102. Personal Pro ert 402. Personal Pro elt 103. Settlement char es to borrower line 1400 9 407.14 403. 104. 404. 105. 405. Ad ustments for items aid b seller in advance Ad ustments for items aid b seller in advance 107. Count taxes 06/11108 to 12/31/08 292.39 407. Coun taxes 06/11108 to 12131108 292.39 108. School Taxes 06/11108 to 06/30/08 76.83 408. School Taxes 06/11/08 to 06/30108 76.83 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 209 776.36 420. GROSS AMOUNT DUE TO SELLER 200 369 22 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER . 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. De osit or earnest mone 501. Excess De osit see instructions 202. Princi al amount of new loans 200 000.00 502. Settlement char es to seller line 1400 2 605 64 203. Existin loans taken sub ect to 503. Existin loan s taken sub'ect to . 204. 504. Pa off of First Mort a e Loan 205. 505. 206 . 506. 207 . 507. 208 . 508. 209 . 509. Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 200 000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 2 605 64 300. CASH AT SETTLEMENT FROM OR TO BORROWER . 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower line 120 209 776.36 601. Gross amount due to seller line 420 200 369 22 302. Less amounts aid b /for borrower line 220 200 000.00 602. Less reduction amount due seller line 520 . 2 605.64 303. CASH FROM BORROWER 9,776.36 603. CASH TO SELLER 197 7R~ r,R SUBSTITUTE FORM 1099 SELLER STATEMENT: The information contained herein is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported. The Contract Sales Price described on Tine 401 above constitutes the Gross Proceeds of this transaction. SELLER INSTRUCTIONS: If this real estate was your principal residence, file Form 2119, Sale or Exchange of Prinapal Residence, for any gain, with your Income tax return; for other transactions, complete the applicable parts of Form 4797, Form 6252 and/or Schedule D (Form 1040). You are required by law to provide the settlement agent (Fed. Tax ID No: )with your correct taxpayer identification number. If you do not provide your correu taxpayer identification number, you maybe subject to civil or criminal penalties Imposed by law. Under penalties o perJtlry, I certify that the number shown on this statement Is my con ect taxpayer identification number. TIN: / SELLER(S) SIGNATURE(S): SELLER(S) NEW MAILING ADDRESS: U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT . 'SE i TLEMENT STATEMENT. File Number: 31549 PAGE TitleFxnrass Sattlemant wctam Pr;r,to~ na~~ni~nna or ~n•na cn ITEMIZATION OF HUD LINE 1308 1500. SCHEDULE OF DISBURSEMENTS BUYER SELLER 1501. A lication for Water Service to Middlesex Townshi Munici al Authorit 25.00 1502. 1503. 1504. 1505. 1506. 1507. 1508. 1509. 1510. 1511. 1512. 1513. 1514. 1515. 1516. 1517. 1518. 1519. 1520. TOTAL HUD LINE 1308 EXPENSE: 25.00 QI I~ n ~ O v .'~ C`") ~ 7z ~ b ~~~0 a ~~ w ~ 3> ~ f--i W~ O ~ ~ o 3 ~ ~ a A z ~~ ~ U wow ~ a ~,~ ~~ zo~aa i..l ~ n ~ H O cn ~ ~ . i WcJ~UH . Cq H W ~V ~C.~Wx ~ ~wz¢ U ~ O U ~ LL. `) .i~~.'. ~`-~ ~ 1 k t ~: +a .: ~. `~! ~~ .j°~Y.~` ~ ti' _ k` 9" .~ ~'{ ~ + :. t~,~ ~? a.4' ~~ +; 3 i ~ J~ ,f4'~ k ~ ~ .-' ~' t ~~ t' u ~ {;~ . }! ~ `•~ -~ ' `s`, ,~;; p Ur,~ ~'~_r~ s . `.} .. ^;:F f`4. xT ~y .....: , .. _ ,.. , - .. +.;' L. I ~ {. i l 1. LAW OFFICES REILLY, WOLFSON, SHEFFEY, SCHRUM AND LUNDBERG LLr Frederick S. Wolfson Timothy D. Sheffey Branch Office: Loren A. Schrum 1601 Cornwall Road, Lebanon, Pennsylvania 17042-7406 112 West Main Avenue Paul A. Lundberg (717) 273-3733 Fax (717) 273-1535 Myerstown, PA 17067-1019 Paul C. Bametzreider Harry W. Fenton rwsslC~leblaw.com www.leblaw.com (717) 866-9095 Michelle R. Calvert Fax (717) 866-9160 Colleen S. Gallo David J. Tshudy July 1 ~ 200 James T. Reilly Magdalene C. Zeppos (1964-2000) Via Certified Mail/Return Receipt Requested Cumberland County Register of Wills One Courthouse Square n ~ o ~ __ Carlisle, PA 17013 =' ~ ``~ :'-~ "- ~_~ r _= i - 1 _.~, -~---~~ RE: ESTATE OF GEORGE D. COLBERT ``' ~` _ ~ _ 1 Dear Sir or Madam: _,~ .~ ~ ;~ ' _7 ~ w --, Enclosed please find an original and one copy of the Pennsylvania ~ Inheritance Tax Return prepared for the Estate of George D. Colbert. Also, enclosed please find a check in the amount of $401.70 which represents the inheritance tax due. Please call if you have any questions. PCB/ bh Enclosures cc: James Robert Byers, Executor Very truly yours, REILLY, WOLFSON, SHEFFEY, SCHRU LUNDBERG LLP zr ' Serving oar c]ients for 60 years LAW OFFICES REILLY, WOLFSON, SHEFFEY, Frederick S. Wolfson SCHRUM AND LUNDBERG LLP Timothy D. Sheffey Branch Office: Loren A. Schrum 1601 Cornwall Road, Lebanon, Pennsylvania 17042-7406 112 West Main Avenue Paul A. Lundberg (717) 273-3733 Fax (717) 273-1535 Myerstown, PA 17067-1019 Paul C. Bametzreider (717) 866-9095 Harry W. Fenton rwsslQleblaw.com www.leblaw.com Fax (717) 866-9160 Michelle R. Calvert Colleen S. Gallo David J. Tshudy James T. Reilly Magdalene C. Zeppos (1964-2000) July 9, 2008 Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 RE: ESTATE OF GEORGE D. COLBERT Dear Sir or Madam: Enclosed please find a check in the amount of $15.00 which represents payment of the filing fee for the PA Inheritance Tax return. Please call if you have any questions. Very truly yours, REILLY, WOLFSON, SHEFFEY, SCHRUM AND LUND ERG LLP ,.~ C ~ ame zreid PCB/bh Enclosures ,,~ cc: James Robert Byers, Executor ~O °: ~ c~ - ?~ c - ` z r ~-- - - , , _, . ~, .__. ~ , _~ ~ , t ,--. ~ "v r - --~ ~'~. _ _: .,: - ~ ~ -- O'1 Serving our clients for 60 years O _~ ~ O .~ U "'' ~ ~--i O v ~ O ,a -~ m U .~ ~ ~ •~, °' ~u~ov ,j: ;. <:E ..~.. ~:; .,..! :::f •r.} 3 N ~ I~ ~` m ~` ~, ~ _' ~Z !;' i a ~~G~ i ~' c :~ ~Q 4n, ra j,r~~ . t Y'. ~ ~ ~ Y4t, ii~i~ii ^y4 V 0 W\ a w w py hW*1 ~ N W d' ~ A ~ zz ~~ O~ ~~ w a ~ ~' a~ ~~ 3 ~ ° ~" ~ ~o a~ x `' ~u