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08-13-08
15D56041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO 80X.280601 INHERITANCE TAX RETURN 2 1 0 7 1 0 5 4 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 162 22 6269 11 14 2007 12 13 1927 Decedent's Last Name Suffix Decedent's First Name MI NEUMAYER HELEN C (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 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) X- g Decedent Died Testate - ~ Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 1 D. Spousal Poverty Credit (date of death 11 _ Election to tax under Sec. 9113(A) between 12-31-91 and r-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 AMY M. MOYA 717 652 7323 Firm Name (If Applicable) L.O. OF SUSAN E. LEDERER First line of address 4811 JONESTOWN ROAD, STE 226 Second line of address City or Post Office HARRISBURG State ZIP Code PA 17109 Correspondent'se-mail address: Amy@LedererlaW.COm REGISTER ~1E WILLS SSE ONLY _~ _ ~.- i `-, c.._~ - ,_. ;. , _._ ~`,> -FATE FILED r-^ C:3 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is~true, correct and complete. Decl ration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNAT ~ 60F PERSON RESP NSI E FOR FILING RETURN rDATE ~-/ ~-- ~'~~ ~ ~ ~. `._ ~,_-. /GI~J./ ~~ Linda Susan Tyber ;i %/~~_ :1 S 92 Ashford Road, Enola, PA 17025 SIGN URE OF PFIEPAR~,f~ OTHER THAN REPRESENTATIVE DAT ~ `~ 1 ~~'~ ) , • , ~'~ ~ i` ' rl l ! ~'f- Amy M. Moya ~~// j ~~ 48'11 Jonesto~Vn Road, Ste 226, Harrisburg, PA 17109 Side 1 15056041147 15056041147 ~'~ <~ ~_ ,,~.1 1""--~- 15056042148 REV-1500 EX Decedent's Social Security Number Decedent's Name: Helen C. Neumayer 1 6 2 2 2 6 2 6 9 RECAPITULATION 1. Real Estate (Schedule A) ............................................................__...................... .. 1. 2. Stocks and Bonds (Schedule B) ..............................__............................__............ . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ .. 3. 4. Mortgages & Notes Receivable (Schedule D) ................................_...................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. ... 5. 6. Jointly Owned Property (Schedule F) I I Separate Billing Requested ............ . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) X Separate Billing Requested ............ . 7. 8. Total Gross Assets (total Lines 1-7) .................................................................... . 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... . 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .... 10. 11. Total Deductions (total Lines 9 & 10) .............................___...........................__... . 11. 12~ Net Value of Estate (Line 8 minus Line 11) .............................._.......................... ... 12. 13. Charitable and Governmental Bequests/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. __ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 0 0 0 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 9 1, 0 1 6 8 0 16 at lineal rate X .045 . 17. Amount of Line 14 taxable 0 0 0 at sibling rate X .12 17. 18. Amount of Line 14 taxable 0 0 0 at collateral rate X .15 18. 19. Tax Due ............................................................................................................. .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 29,408.02 8,172.85 81,800.46 119,381.33 ___ 28,216.44 148.09 28,364.53 91,016.80 91,016.80 0.00 4,095.76 0.00 0.00 4,095.76 Side 2 15056042148 15056042148 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07-1054 DECEDENT'S NAME Helen C. Neumayer STREET ADDRESS 731 Tower Road CITY Enola _ _ - __ __ !~ STATE .ZIP PA 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit g. Prior Payments C. Discount 0.00 __- Total Credits (A + B + C) 3. InteresUPenalty if applicable p. Interest E. Penalty Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT 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 theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE Make Check Payable to: REGISTER OF WILLS, AGENT (1) 4,095.76 (2) 0.00 (3) (4) (5) 4,095.76 (5A) (5B) 4,095.76 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 ..............................__............................__.............................................. x' d. receive the promise for life of either payments, benefits or care? ........................................................... x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................._............................_...................... x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................_............................._..................... x 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 statutedoes not exempta 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. Rev-1502 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Neumayer, Helen C. 21-07-1054 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 properly which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real estate -located at 731 Tower Road, Enola, Pennsyvlania, Parcel No. 0.00 09-11-3008-009, titled to Frank X. Neumayer (deceased 10/2311990) and Helen C. Neumayer At this time we are unable to provide a value as the real estate has not been sold yet. We will file a supplemental return for the real estate as soon as possible. Please suspend the assessment of tax on this asset. TOTAL (Also enter on Line 1, Recapitulation) I 0.00 (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 A (Rev. 6-98) Rev-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Neumayer, Helen C. 21-07-1054 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 713448108 257 shares of Pepsico Inc -titled to Helen C. 73.91 18,994.87 Neumayer 2 577081102 38 shares of Mattel Inc -titled to Helen C. Neumayer 21.07 800.66 3 683940704 784.275 shares of Pennsylvania Municipal Bond Fund 12.23 9,591.68 Class C -Account No. 00742 7420093522, held at Oppenheimer Funds, titled to Helen C. Neumayer ($12.23 NAY) 4 ss3sao~oa Partial Dividend, Pennsylvania Municipal Bond Fund 20.81 Class C -Account No. 00742 7420093522, held at Oppenheimer Funds, titled to Helen C. Neumayer TOTAL (Also enter on Line 2, Recapitulation) 29,408.02 (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-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Neumayer, Helen C. 21-07-1054 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Checking Account - No. 5140109756, held at PNC Bank, titled to Helen C. Neumayer 4,768.45 ($0.54 accrued interest) 2 Money Market Mutual Fund -Account No. 58635067, held at American Funds, titled 839.65 to Helen C. Neumayer 3 Check from Allstate Insurance Company - (Refund of premium) 13.70 4 Check from Comcast - (Refund of cable service) 56.05 5 Check from PA Department of Revenue - (Income Tax refund) 345.00 6 Check from PA Department of Revenue - (Property Tax Rebate) 250.00 7 Check from U.S. Department of Treasury - (Federal Income Tax refund) 571.00 8 Check from U.S. Department of Treasury - (Economic Stimulus Payment) 579.00 9 Miscellaneous personal property 750.00 TOTAL (Also enter on Line 5, Recapitulation) I 8,172.85 (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-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Neumayer, Helen C. 21-07-1054 This schedule must be completed and filed if the answer to any of questions t through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION F PR PERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Fixed Annuity -Account No. 9-000441184, held at 81,800.46 100.000 81,800.46 Presidential Life Insurance Company, Helen C. Neumayer, owner; Donald F. Neumayer, Linda S. Tyber, Frank X. Neumayer, Kenneth E. Neumayer, Edward T. Neumayer, David J. Neumayer, and Lisa M. Neumayer, beneficiaries TOTAL (Also enter on Line 7, Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 81,800.46 Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+~12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Neumayer, Helen C. 21-07-1054 ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Linda Susan Tyber Social Security Number(s)1 EIN Number of Personal Representative(s): Street Address 92 Ashford Road City Enola State PA zip 17025 Year(s) Commission paid 2. Attorney's Fees Law Offices of Susan E. Lederer 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 8,861.47 10,000.00 5,000.00 4. Probate Fees Register of Wills of Cumberland County 294.00 5. Accountant's Fees Mike Filanowski 80.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 3,980.97 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 28,216.44 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-7502 EX+ (6-98) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Neumayer, Helen C. 21-07-1054 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Neumayer, Helen C. 21-07-1054 ITEM NUMBER DESCRIPTION AMOUNT 1 East Pennsboro Township - (Sewer Bill) 105.70 2 Terminix - (Pest Control) 85.86 3 Register of Wills of Cumberland County - (Additional Short Certificates) 20.00 4 Debbie Lupold, Treasurer - (Property taxes) 433.09 5 Debbie Lupold, Treasurer - (Personal taxes) 10.00 6 F.M. Oppel - (Heating oil) 1,155.51 7 Colestock Appraisal Services - (Real estate appraisal) 300.00 8 East Pennsboro Township - (sewer service -first quarter 2008) 116.27 9 East Pennsboro Township - (sewer bill - 2nd quarter 2008) 105.70 10 Debbie Lupold, Treasurer - (Real Estate Taxes) 1,445.53 11 PPL - (electric service) 203.31 Subtotal ~ 3,980.97 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+(6-98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Neumayer, Helen C. 21-07-1054 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Kantor and Tkatch Assoc., P.C. - (medical bill) 19.30 2 Quantum Imaging 8. Therapeutic Associates - (Medical bill) 12.51 3 Health South Rehabilitation - (medical bill) 20.00 4 Quantum Imaging - (medical bill) 1.68 5 Oppenheimer - (sales charge for liquidating Oppenheimer Pennsylvania Municipal 94.60 Bond Fund Class C) TOTAL (Also enter on Line 10, Recapitulation) I 148.09 (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) REV-1513 EX+ (9.001 SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Neumayer, Helen G. 21-07-10 54 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) (Words) ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 David J. Neumayer Son 1/7 of 13,002.40 7 Beaver Avenue Presidential Enola, PA 17025 Annuity and 117 of residue 2 Donald F. Neumayer Son 117 of 13,002.40 306 Montebello Farm Road Presidential Duncannon, PA 17020 Annuity and 117 of residue 3 Edward T. Neumayer Son 1/7 of 13,002.40 545 Magaro Road Presidential Enola, PA 17025 Annuity and 1/7 of residue 4 Frank X. Neumayer Son 117 of 13,002.40 85 Wise Lane Presidential Boiling Springs, PA 17007 Annuity and 117 of residue 5 Kenneth E. Neumayer Son 1/7 of 13,002.40 2375 State Route 17 Presidential Liverpool, PA 17045 Annuity and 1/7 of residue See continuation schedule attached Continuation 26,004.80 Total 91,016.80 Enter dollar amounts for distributions shown above on lines 15 through 18, as approp riate, on Rev 1500 cov er sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Helen C. Neumayer 11/14/2007 162-22-6269 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 6 Lisa M. Neumayer Daughter 1/7 of Presidential 13,002.40 1428 Timber Brook Lane Annuity and 117 of Mechanicsburg, PA 17050 residue 7 Linda S. Tyber Daughter 1/7 of Presidential 13,002.40 92 Ashford Road Annuity and 117 of Enola, PA 17025 residue Total 26,004.80 1 \, .~ (^ ~'(C' c(ti. ~'. . ~C~i,~ ~~~D~ .., Made due Thirty-Bret day of July 8a the yeas < ..:_ one dtouaand Winn nundscd end sixty-two . (1962 ) Between lU1THERINE E. BOP-LE3, widow, of the Township of Susquehanna, County of Dauphin, and Cormnamraalth of Pennsylvania, Grantor, - and - CRANK ](. NEIIIILATER end HELEN C. NEIIUA7ER, his wife, of the Township of Eut °:a:~cbaro, CiY3;lty of Cwnberiand, and i:gmmonwealth of Pennsylvania, Grantees. Wimaaeth, Chas is eon.iderarion of ThreeThousand Five Hundred (3,500.00) Dolian, in hand paid, the reeeipe whereof u hereby aoknowladaed, she uid Grantor does hereby Nrant and rnavey to the said Grantees e ALL that oertain pieo• or paroel of land situate in Eaet Penneboro Township, Cumberland County, Pennsylvania, bounded and deeoribed ae followse to-xitr ~` Containing One and five-one hundredths (1.05) sores. B-E-G-I-N-N-I-N-O •t a spike in the xeetern line of the Tower Roadi THEPiCE along lands now or lat• of Vanos L. Reed north twenty two (22) dsgreee twenty three minutsa thirty (j0) eeoonde west three hundred twenty one and thirteen-one hundredth (321.13) feet to an iron pini THENCE along lands now of late of Aarry Bowles north thirty five (35) dsgreee thirty three (33) minutes thirty (30) seoonde east one hundred twenth two and twenty five one-hundredths (122.25) feet to an iron pins THENC& along lands now or late of Aarry Bowles-south twenty one (21) degrees fifth fiw (55) minutes east one hundred nineteen and ainpty one-hundredths (119.91) fast to • Eree// 0~ vCE along lands now or late of Harry Bowles south sixty three (63) degrees ti~,~Mlnutee east eighty and fifteen one-hundredths (80.15) feet to a tress THENCE along lands now or lets of Aarry Bawlee south seventy nine (79) degrees seventeen (1T) minutes east forty five and eighty nine-one hundredths (15.89) feet to a spike in the esnter of said Tower Road and.aoross said Tower ;wW Gang li-ndd avw oi' iate of L. 3trailey south nine (q) ddgFesa twenty six (26) aihutse thirty (30) eenoads xeet two hundred eight and fourteen-one hundredths (208.10 feet to an iron pini THENCB alon laad• saw or late of D. Strailsy south sixty five degrees (65) dsgreee twelve (12~ minutes west eighty three and seventy two-one hundredths (83.2) feet to a spiln in the western line of the Tower Reads the plane of HEOINNINO. Raving thereon ereotsd a one story frame dwelling. i, Being the name premises which Henry Bowles by hit deed dated June 12, 1951 1.- acid r~aorded in the Offio• Por Recording of Desde, in and for the County of Oumbetlaad in Dsed Book "9", 401. 1,1~, Page 188, granted and conveyed in Pee aistpl• unto 8enry Bowles and batherine E. Bowles, hie wife. Renry 3owlss departed this life January 31, 1953 whereby title to the above deeoribed premises 1a vested soley in Katherine E„ Bowies by virtue of her survivorship, grantor hereto. Tnaun eij~iarfl""~"'°' (,'tlD~p. Cs. Ps. !!i, ~-d Ultit Tnwl-f fu . rata .~ . t. , J 7'' Ya ',,x~'I ~ ~ ~/ 'V1 ', j) ~ i, y y ~ ;~ i7 Ta ~ a~ ~ ` , F`1_ I i ~~ e ~ ~~ ~ (: ~ ~~` ' ~ C:..1 4... i ~ V BOOK ~b PAI;E i lS .~ BOOIC~`Z() PAGE 18O i AND the said Grantor Wlll Waeraat teuerallp the properey hereby eonveyed. Ili WITNESS WtiBRBOF, the said Geratoe hre beraunto sac her h.nd and seal i the day and ynr fist above wsimn. i i ~-7; ~..Luf~^~'u-• t,.~r.~...tG'F.._-........_......_._...._..._.... {SfiAL1 ~ i Signed, Seal d and livered ..._..... ..... f in Rhe eu of ._ ..................._......_....._._.._._......_._.................._.:...................._...____ ~.__..._ (SEAL) .....__ ........................................................._..___... {SEAL} . ... .... ... W_ ': ... ..............__.........._...._.....__.......__..._..........._.........._... _ _..............._....................._...._..............._.._............................_._................._...._.__._... {SEAL} ~.... • ........................................................................................... (SEAL} COMMONWEALTH OF PENNSYLVANIA ` } SSt COUNTY OF D-~-Q-P-B-1-1P 1 On this, the Thirty-first day of July A. D. 192 ,before ae ""~~~"••'H~rw C. Cassell the undersigned officer, personally .•' Ii ~tR~F~d4,.;'.~ RATHEBIHS E. BCVILE9, widow , ;'~Q';•`?tc,4hhF4("~ ;, ~ known to me, (or srtisfrcwrily i W ~ O proven} so', the person whoa name i• subscribed to the within instnameat, and V ie~wleti`g~ taut s 6e executed the sane for the pRtrpoxs therein eontained. ~'i ~f ~=r I~f'.~VBSS WHEREOF, I hereunto set Rny hand an icial seal. ~ ~ ~ ~/ •. t .• '••,,,'~t~T'pu4•.••' N ARY F'UBLlC j ' nnsnta!a _._............:......~...._..........,.._...MY...CCmA!ixtiao...Essuss.Jacust~..41Di3....._.-• 'RAR~,~ac Otnph~n Cennryr I HEREBY CBIITIFY. that dsa precise tah9eace of the Grantee ~ Ilnttnttd... AOSIItr.B..~....~...~kQ.~.4a....~A.,.._..__......_.___ ~ ~-- _ r ~. :..y ~ w° it c~~ ~d ~ r ~ a• ~ t~ ne r I W' a ~ ~ x e( g ti ~ J e '_ p]{ ,-. .. e. ~ 1„ ~ ~ a, QL ~ ~ ~ ~ ~ ° ~ ~ i _ pW~ o ~" ~ o r. ~ tt ^I to ;` .~ i~ '~ x J~ ~ ~ Id ti M eM+ .mil ~ j ~ e a .t ~ ~ ` w p j 40!-3M(?NW'fill><T?-i l~F ABVN 'i 1,iFaa4ilr ~ i I; Sgt COUNTY OF Aeavrded on this t~,,pt drp of`~~'Lt-tip,. A. D. 196.'t, is the Iteeorder'a OHiee of the said Cowtry ih Dtxd Book f /Volume a~ Prp ~7~ ~~' Given Render my hrrad and ehe teat of the said O(Fiee, dRa d.ee above Rrritten. , A[rnnn*nn~nCE nr THE ~5 `/]'/-~ ..- AIiON~ER of OttD{ f •~w_~~r~~~Ar.~~ .............._.._ Recorder ~_ .•,.., _._,.._-_ t ~~~o oouwtr K It{'IY~NI~ T nE i;nt.Cr~ ~~LO•l~t' C[Cr1'~EJEI~ T j P, ui•ViUC-IVU t'HT iVtEIIT F~E[~SI~~ c l~ ~,~.~ (~~ ~ , ~ ~-w, r' To inquire about your account, contact 6~I1' Melton Shareowner Services Toll Free Number 800 X26-008' Outside the U.S. (Collect) 201-68D-6~ ,~ Hearing Impaired 800-^31-54u~ ------------------------------------ --------------------------------------------- RETAINFORYOURRECORDS ----------------- PEPSICO, IIJC. ro cuslP 12951205 I 001 450 71344810 RATE PER yU.4L5000V ~ 2rj7 DIVIDEND PAID YEAR TD DATE ~I TAx. $301.99 CCOUIVT KEY IS DIVIDEND NEUMAYER-HELECOOOD SUE/CLASS OF STOCK COMMON STOCK RECORD DATE PAYABLE DATE 06/0612008 OOK-ENTRY SHARES GROSS AMOUNT 06/3D/2DD6 TAX WITHHELD o.oooD $1os.za CURRENT DIVIDEIJD $o oo 'EAR TO DATE TAX IDENTIF . $1D9.z $0.00 ICATIOIJ NUMBER ON FILE Please detach and retain this form for your records. 'a: e u ~n ;o•snmFic.~u i , • v,w PLEASE DETACH BELOW ~ ~ ~L.. r~ :•~~; c:: CHECK NUMBER• 7610591 n yi ~ ~~~ toi e PAYABLE DATE CHECK NUMBER Ei0-160 ~E~SiG~ 06l30/2D08 76105917 433 PD BO): 358D14 Pn-rSBURGH, PA 15252 - 8014 PAYABLE AT MELLON BANK N.P,. PITTSBURGH, PP,. IN U.S. DOLLARS OD1 450 71344810 IVEUMAYER-HELE00000 50D5224 0 i AT 0.346 ^AUTO T9 1 6458 170251337 317 DOMOOOOD150 I~~~III...III~~~~~LLI,i~~~~ll~~il~~~lLI~~~I,~II~„~IIL~~II PAY TO THE ORDEP,OF: NEL.EAI C NEUMAYER PAY,.~..~,~..~~~,~~,.g 109.23 731 TOWER P,D ENOLA PA 'i?02~-137 C,~-,~~. ~ kUTHORIZEG SIGNF.TURE ~~c ~r 1 r. rn , .-, ... _..- ..- - -- - - - -- - PEP: Historical Prices for PEPSICO INC -Yahoo! Finance .,....,, ~,..... , a: New McAc~ Y>!youp liitmetpag~~i{:% .•..~ ~ Web Search Dow '; ©.D4°!o Nasdaq 't' 0.32°!° Page 1 of 2 Wed, Feb 27, 2008, 3:O1PM ET - U.S. Markets close in 59mins. GET OttflTES Finance Search Pepsico, Inc. (PEP) At 2;41PM ET: 71.37 1' 0.44 (0.06%~ fd~lit,~c Historical Prices SET DATE RANGE AINERlTRADE as o~°s F~4ET s~o ', ETi~~~E ~, ~; ~. Get Historical Prices for: GO ADVERT!SEMEN'r ,o Daily Start Date: Nov 14 2007 Eg. Jan 1, _ zoos ~ _ !Weekly End Date: Nov - 14 2007 ~ _.~ Monthly Dividends Only Get Prices ~. ~,t I t'~'Cli I i°:c:xi I [..i35t PRICES Date Open High Low Close Volume Adj Close' 14-Nov-07 73.90 74.96 72.86 74.06 6,225,000 73.70 Close price adjusted for dividends and splits. =ir-t ~ I~rasr ~ Next ~ Last ~'~ Download To Spreadsheet /~~ ~~ f. `~S~W '~ `'~ ~~ SL~'r_ Add to Portfolio '~' Set Alert :::-:~ Ernail to a Friend Get Historical Prices for Another Symbol: GG Symbol Look • Stock Screener S~Iits http://finance.yahoo.com/q/hp?s=PEP&a=10&b=14&c=2007&d=10&e=14&f=2007&g=d 2/27/2008 ~j C ~~ ~-t,, l.; ~ I ~-~..-, 0 o1i~676 IMPORTANT TAX RETURN DOCUMENT ENCLOSED °- HELEN C NEUMAYER 731 TOWER RD ENOLA PA 17025-1337 0 i I~I~Illl~lllll~~lll~lll~l~ll~ll~tll~~lll~ll~~l~rll~r(111111111 0 0 ~omputershare Computershare 250 Royall Street Canton Massachusetts 02021 Within the US, Canada & Puerto Rico 888 909 9922 Outside the US, Canada & Puerto Rico 781 575 3170 www. computershare. cam Holder Account Number 00000665797 I N D Record Date 30 Nov '1007 Check Number 0065937723 SSN/TIN Certified Yes -~ ~~-~ -"'~"-~ OUICSUUOSDOMLNGCQSMAT1~~4511G24/(IIGG7G/UIGG7G/i -, atte Inc Combtn ed Dividend Payment / 2007 Tax Form 1099-DIV Corrected (if cheeked) Account Number COD00665797 form 1099 -DIV -Dividends and Distributions 2007 Copy B - Fpr Recipient RecipienNs ID No, 162-22.6269 This is important tax in(nmlation end Is heing Famished to fhe internal Revenue Service: Nyou are requlredto File a rehim, a negligence Payer's Federal 1D No, 95-1567322 penally or other sanction may be imposed an you if{his income is taxable and the a?S detennlnes that it has notbeen reported OMB No. 1545-0110 DepaMreru of thg Treasury -Internal Revemie SsnAce Reeiplent HELEN C NEUMAYER 731 TOWER RD ENOLA PA 17025-1337 la Total Ordinary lu Qualified 3 Nondividend 4 FEOERALtNCOME B Foreign Tax 7 FO n s Cash ~9 Li~tadation .Dividends {$) pNideniis ($) Distributions ($j TAXwIiHHELD (E) Faid {$) orUS Possession l~fi ($~I Payers Details 28.50 28.50 0.00 0.00 D.00 MATTEL INC CIO COMPUTERSHARE P.O.80X 43010 PROVIDENCE R(02940-3010 Form 1099-DIV ~ --- (Keep for your records) Dividend Confirmation Payment Date I Class Description Participating I I Dividend I Gr ~ Deduction Deduction N t Shares/Units 14 D ~ ; Rate Dividend $ I Amount ($) I e Type Dividend ($j ec 2007 COMMON 38 $0.75000 28.50 0 00 Year-To-Date Paid . N1A 28.50 28.50 U.00 28 ~ ® 4 6 U T X M A T '~° "''- ~~(~~~~- OORX6A(1) ~PLEASECNSH/DEPOSITTHISCHECKPROMPTLY. MAT: Historical Prices for MATTEL 1NC -Yahoo! Finance 3 :. ;': _.. 1Ir'~~a ;~ts7~W`.pel~c+`opm~ddt~l~ala~:~ry~rchome;page~i4 ~}[ ~~w/'~`_ A ~`~ t^~ I'S L.. ~_~~_.._ ~_ Web Search Dow ~ 1.15% Nasdaq $ 1.17% Page 1 of 2 Thu, Feb 21, 2008, 5:04PM ET - U.S. Markets closed. GET wo°fES ~~ Finance Search Mattel fnc. (MAT) At 4:03PM ET; 2Q.48 ~ 0.43 (2.06%~ ETRAC. Historical Prices SET DATE RANGE Start Date: Nov 14 End Date: Nov 14 AblIERITRADE TP,ADE FFEE FDR 30 D.AI ,g CcT 5100 ~ ~ ,~ _ _ _ _ _ fitfe/rty ,~tl+ '~'e3t~~' rf Get Historical Prices for: GO ~'b? Daily 2007 Eg. ]an 1, _ zoos ~ _'weekly 2007 ~ _i Monthly Dividends Only Get Prices ~~~iri:.i I t~~i ~: ~L I i~L: ~.~ I t..t~~1 PRICES Date Open High Low Close Volume Adj Close"` 14-Nov-07 21.55 21.55 20.58 20.68 5,632,300 19.94 Close price adjusted for dividends and splits. i=i:s: ~ 1=r~~<< ~ itieY~ ~ Ira;;t ~`'_Download To Spreadsheet =` Add to Portfolio `T Set Alert -:-Email to a Friend Get Historical Prices for Another Symbol: G~ Symbol Lookup Stock Screen_e_r Splits ~. , -'- ~ . „7 ~ , ~ 3~ 1 ~, http://finance.yahoo.com/q/hp?s=MAT&a=10&b=14&c=?007&d=10&e=14&f=?007&g=d 2/21/2008 ADVERTISEMENT ~ppenheimerF~nds~ The Right Way to Invest Annual Statement Statement Period: January Oi, 2007 -December 31, 2D07 Page 1 of 1 AT 01 19131b b9307B727 Axs3DGT I~~~III~~~III~~~~~I~I~I~f~~~~il~~li~~~ll~i~~~l~~ll~~-~Ill~~~ll HELEN C NEUMAYER 731 TOWER RD ENOLA PA 17025-1337 Your Financial Advisor. HENRY WEAVER AMERITAS INVESTMENT CORP 887 S ARLINGTON AVE HARRISBURG, PA 17109-5004 Visit us an/ine at vavuw.oppenheimertunds.com Total Recount Value Market Value on December 31, 20D7 ;O.OD © 24hour automated service: 1-80D-CALL-OPP (225-5577) Oppenheimer Pennsylvania Municipal Fund Class C Value. on December 31, .2007 Market Value $0.00 Account Number 00742 7420093522 Share Price $12.16 Accatrnt Registration HELEN C NEUMAYER Fund Symbol oPACx Year-To-Date. Summary Fund Category Municipal Bond lhvldends $171.99 Year-ia-Date Transaction Detai{ Transaction late Transaction pescripHon 05/31/07 Purchase 06/26/07 Dividend Reinvested 07/24/07 Dividend R+nvested 08/28/07 Dividend Reinvested 09/25/07 Dividend Reinvested 10/23/07 Dividend Reinvested 11/15/07 Redempticn 11/15/07 Dividend 11/15/07 Sales Charge Year-to-Date Account Summary Dollar Share Number F.r-ding Amowit Price ofShanes Share Balance $10,000.65 $12.95 +772.251 772.251 $22.65 $12.82 +1.767 774.018. $32.15 $12.81 +2:510 776:528 $30:92 $12.20 +2.534 779.062 $32.47- $1252 +2.593 781.655 $32.99 $12.59 +2.620 784.275 $9,628.18 $12.25 -784.275 0.000 $2tl . 81 $94.60 Change!in _ aNarketValueon Date IJarketValue Additions Withdrawals ValuefEarnings' Decembeu31,2o07 Oi/01/07 $0.00 + $10,000.65 - $9,607.37 - $393:28 = $0.00 `Does not include lividends and/or capital gains paid in cash (nat reinvested) totaling: Year-to-D~ta $20.81 DppenheimerFunds News On selling your shares, you may pay a sales charge For the eharge and other fees, see the prospectus. Taxable income may be distributed by your Oppenheimer Municipal Funtl. ff the amount of taxable income is greater than $10.00, the amount will be reported to you and to the IRS on Farm 1099-DIV. Form 1099-DIV will be mauled to you in ,fanuary. •~*IMPORTANT'** Please retaun this 2007 annual account statement for your records You will generally not receive a Form 1099-DIV if you have a retirement account, or if your account earned less than $10.00 in dividends in 2007. svmslooaoi je OPACX: Historical Prices for OPPENHEIMER PENNSYLVANIA MUNICI -Yahoo! Fi... Page 1 of 2 ~;;c ,. ~:a~ i :,,, e Make Y? ~?y Norrie ~agfe .... ~ $',i_}- .~c~ Siyn iii ~_tl,, ~~~~`, ~~~~~~ Search WEB SEARCH Dow 't' U.21°!o Nasdaq ~ 1.19°lo Wednesday, August 6, 2008, 3:47PM ET - U.S. Markets close in 13 mins.. ~~ pWpTEg 4 Finance Search Oppenheimer PA Municipal C (OPACX) On Aug 5: 11.09 ~ 0.02 (0.18°i°I ~~ ~ ~ A~ilER17RADE ~~ - __ Clndirre ~ ~. WIY '; ~ iv;>. Trades I FREE TRADES N~ ~urprlses, Fi~Felrr Historical Prices Get Historical Prices for: GO SET DATE RANGE ~q+ Daily Start Date: Nov 14 2007 Eg. Jan i, ;- , Weeki 2003 - y End Date: Nov 14 2007 ~ _ ~ Monthly Dividends Only Get Prices PRICES Date Open High Low Close Volume Adj Close' 14-Nov-07 12.23 12.23 12.23 12.23 0 11.88 Close price adjusted for dividends and splits. '`''_Do_wnload To Spreadsheet '>^ Add to Portfolio `ti' Set Alert '= Email to_a Friend Get Historical Prices for Another Symbol: ~~ Symbol Lookup • Stock Screener Sp_{its http://finance.yahoo . com/q/hp?s=OPACX&a=10&b=14&c=2007&d=10&e=14&f==? 007& g... 8/6/200 8 ADVERTISEMENT r ~- !` ~~ C. \NE.tVER FIIdANL'.lF,! SERVI;,ES ~~ it ~~ ~ ~ ~- ~~ ~~I ~ ~k° ,,~,f ~ ~, ~~, -- --- ~ ,~-~ v E~ ,~ ll ? ~. _. 414' l_i , ~'~'.. i f:.N .. _. r.l?-- ~~~~ ~~.!.I~'r.. ~r:~?~"..i._<<-S.t,I F __~~ s;)I:F; _r~lll_ I -'~_.l _~._ ~, - I.- -,1i,,., -1 % .`;;_ ..~ r_.-: ~.~- :'-Shun June i 7. 2008 Susan E. Lederer. Esq. 4811 Jonesto-v,~n Road Suite %? Hai~isburg. FA 1.7109 RE: Estate of Helen C. Neumayer Dear Susan: Fo1lo~hrinn are the date of death valuations for accounts held bj' Helen C. Neumayer, as of November, 14, 2007_ Helerb ~ . Neumayer American Funds -1vlonev Market Mutual Fund Established 3/?/1951 No beneficiary designation Value: $85.65 Helen Cr. Neumayer Oppenheimer Funds - PA Municipal $ond Fund Established 5/31/2007 No beneficiary designation Value: $ 5.591.68 1-Ielen C. Neumayer Presidential Life Insurance Compan~7 Fred .~ni~uity Established 6/6/2'002' Beneficiary: ~ he following individuals, in equal shares: Donald F. Neumayer.. Linda S. Tyber, Franl; X. Neumayer, Kenneth E. Neumayer. Ed«~ard T. Neumayer, David J. Neumayer, Lisa M. Neumayer Value: $ 81,800.46 If you should need any additional infonn,ation, Tease do not hesitate to give me a call. Sincerely. Director of Admiiiisl~rat.r'on o~esn~~,d~°n. ;~ u reg;ste;~d ze r"ema_:~~ ~-~~..~, _ ;fi_,_d ~I :~ _t-;,n:; 1.=> r, e.- : n, -- _ -- 'i~mlx.: LASi~_ C~' 4k~ Inc U~ .~_~~ =ir, ..,ii >i-, c:~ .,.c n~~ ij~il~~led_ Ma.v.28. 2008 ~;28PM PNt, SANK 412-715-2747 $~ I~NCBANC Tbc Thinking BChind The Moncy May 28, Zoos Susan E Lederer No, X235 F, 1; 2 `' z~~ ~ ~~ Attn: Amy M Moya 4811 Jonestown Rd Suite 226 PIarrisburg, PA 17109 RE: Helen C Neumayer {Deceased) SSN: 162-22-6269 DOD: 11-14-2007 Dear Ms. Maya: In response to your request for Date of Death balances far the customer noted above, our records show the following: Checking Account Account # 5140109756 HELEN C NEUMAYER DaD balance: $4,767.91 + 0.54 accrued interest Safe Deposit Bog `fie decedent maintained safe deposit box # 334. HELEN C NUEMAYER It is located at: Enola Branch 235 N Enola Rd Enola, PA 17025 717-732-5388 Established 01-01-1970 Page 1 of 2 Mav. 2~, 200 3:2&PM~ FNC BANK 412-7(15-7747 No. 523 F. 2~2 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Cheol~ing and Savings accounts). We do not process any financial transactions or provide statements. If you Reed assistance with any of these items, please call I-888-PNC-BANK (?.-888-762-2265) or stop by your local PNC Sank branch af&ce. Colleen Crowder 1-800-762-1775 P7-PFSC-R4-)~' 500 First Ave Fittsburgh, PA 15219 Member FDIC Page 2 of 2 -, ~ ""~- J--- ~ _ ~~. 9. wr_~t~eF~ Fx~u~ra~~lr.! _ Gov,~~, .JI'.1,:, _11<,'C<:;rr~_:,i~~f .~ I_~f.;^-~.~.:...,-. 1"-~. - ,..I ~,~..1~.... ~:~ _ h',?a ,,.~I''-iz, ~,.;; .,i,,,,_ ~,.,. .~- .. -. ! ~ ,,~ j{jyc. 3une 17, ?008 Susan E. Lederer, Esq 4811 3onestov.~n Road C,,;fa '?'7F. v uu~. ....~v Harrisburg.. 1? A 1 ! i 09 kE;: Estate of FIelen . Neumayer Dear Susan: Following are the date of deatl^i ~~aiuations for accounts held by I-lelen C. Neumayer. as of November, 14_ ?007: Heler_ C. Neumayer American Funds - lvloney 1.4~larl;et 1_`~Iutual Fund Established 3/7iI991 No beneficiary designation Value: $839.65 Helen C. Neumayer Oppenheimer Funds - PA IVlunicipal Bond Fund Established 5/31/2007 No beneficiary designation Value: $ 9,591.68 Helen C. Neumayer Presidential Life Insurance Company Fined Annuity Established 6/6/'002' Beneficiary: Tlie fallowing individuals, in equal shares: Donald F. Neumayer, Linda S. i yber, Franl~ X. ~~Teumayer. Kenneth E. Neumayer, Edward ~. Neumayer, Bavid ~, I,Teurnayer, Lisa M. Neumayer Value: $ 81,800.46 If you sizouid need any additional infoizn,ation, please do not i~esitate to give me a call. Sincerely. Director of Admiistrati~on _011 °SDOiiQ~„1 ._ u ~ >>L.. .~ ~,;U_~,rlltu_.~~ ".,_~iiu~.. J'iC .~(IirC L~[ _.~.i~....,, ~r .. tr.~.L". _v _. - i~/emhe i .'_sil_ ~i~~ y_ ~tnr t _- =ir _,.~i ~_i r _~ .,1_ ~ ,_ .iii .__ ,~~ ~ ~ I ~ r ~ N C N ~ ti ~ w ' ~ ~ ~ I O LL ! ~ a' Y O a ~ s ;~ s U ~ i f I 1 c 1 C 1 ~ < ~ o cNC C ~ ~ C U ! Z I ~ o ~ o J ~ I ~ ~ ~ QZ = N C I a v ~ z ~w ~ w W ~ O ~ ~ ~ W 0 ~ Z p ~ ~ ~ ~~ ~ ~ ~ Z ~ N ~ ~ > ~ Q ~ Q ~ ~ -~ ~ ~. T O .O: ~ _.. Q T a a I F- E z 5 _. ~ o =~ ry i ~~ ~ `> o V1 ~ C,.. ~ j ~' m ~ ~ Q ~ Q LL] ~ Il: ~ ~ ~ ~ V ~~ ~ 4 ~ 4~ W . N < gg ~ _ ~ ~ 2. F- ~ ~ ^ T .-a C .-/ o ~ ui ~' ~ Q ~' .a Y `~ Q ~ ~' O ~ o O c ~ o z ~ ~~ ~ •~ c ~ C'~ ° '. O ~ p Q ~- ~ I'7J • x c ~ ^ .-~ o `~ n ~ Z ~ ¢ ~ Y N ~ ¢ .-t ~ Z z° O m = _ .+ ~ w rT- ~ !~ W p a, o =? Lf1 O ro ~ 4~ ~~ ~ cS O "' ° . ~ ~ W r fY w rll U a W .a ~ a rt'1 Z~~ ~ J Z ~ J r ~ ~ r'LI 2 r~ W ~ ~`' ~ ~ LL. 0 W H W O O c.0 O ^ ORATION. , ~ ~° ; 1 594924 30 CABLE C©MMUNIC O ONS~~'GROUP,~C.OMtPRNI' Ao ~1NCAST , , ~ I , ozo 05/06F2008 ~ . a.. ~~r n r . ~ ~~ I ~ m ~ , dry` w~IM „ 56 0 FIrT( SIX DOLLP;RS A'ND Dv CEN~57'~ PAl' E'XACTL~'~~` r 1 r h II ~ II ~ ~ . Mt _ . „a~, wdl~, ~ . d; I I i~ ~ . ,~ ~„~ ~ ., ,,~ ,~ TO THE ORDER OF: HC NEUMAYER SUBSCRIBER ACCOUNT NUMBER: 09547-189906 " ; p ~~ ""' "~1 Issued . An~etia e 'a.2r rt S > ens ln~_ Enelawood, Colorad'~ r u~l ~1 n rr~ K' ~ , ~' f~~n 4UTH0~ I h ~ :. 51G ~~ ^ JI I , ° IN x ~ p 4 ~~ ~ JPMor_artCna_e baril~ T -. 'Denier. Cdlorado n i~Cq w~ ~ d. * A ~I... ..~. ~ ~~~ R~^ 14. ~' ~ ~ '~' n ~% "~ " '~ ' ~~ rv _ -, ~ - -~_ e '.~~ ° ~ ~.~oV1f ~~~ ~~A~>~'4-'~.0 7~~. ..sue .~~., _. ~. _: ~~ ~~iV-l"4.'til.~~~?~~\l: ~ UI~~ i ° D ~ . ? ~~'43~309~i' E:L02000979e: 6800~59497~303~~' "1 ~ C ~~ C.l.~t ~; t:- , ~~'-~-n ~ D7DD113172 PA-40 - 2007 Pennsylvania inc©me fax Return ENTER ONE LETTER OR NUMBER IN EACH BOX. Do Not Use Your Preprirtted Lt+bei 16c226269 NEU~IAYER HELER~ 92 ASHFORD DRIVE ENOLA ~ occupation RETIRE D Occupation PA 17025 2125D 1 a Gross Compensation. Do not include exempt income, such as combat zone pay and qualifying retirement benefits. See the instructions. 1 b Unreimbursed Employee Business Expenses. 1 c Net Compensation. Subtract Line 1 b from Line 1 a. 2 Interest Income. Complete PA Schedule A if required. 3 Dividend and Capital Gains Disuifwtians Income. Complete PA Schedule B if required. 4 Net Income or Loss from the Operation of a Business, Profession, or Farm. N Extension. N Amended Return. R Residency Status, PA Resident/Nonresident/Part-Year Resident from to D Single/Married, Filing Jointly/Nlarried, Filing SeparatelylFinal RetumlDeceased Date of Death 1114 0 7 N Farmers. School Distdct Name EAST P E N N S B O R O 5 Net Gain or Loss from the Sale, Exchange, or Disposition of Property. 6 Net Income or Loss from Rents, Royalties, Patents, or Copyrights. 7 Estate or Trust Income. Complete and submit PA Schedule J. B Gambling and Lottery Winnings. Complete and submit PA Schedule T. 9 Total PA Taxable Income, Add only the positive income amounts from Lines 1 c, 2, 3, 4, 5, 6, 7, and 8. DO NOT ADD any losses reported on Lines 4, 5, ar 6. 10 Other Deductions. Enter the appropriate code for the type of deduction. N See the instructions for additional information. 11 Adjusted PA Taxable Income. Subtract Line 1D from Line 9. PAIA0412 11!13107 EC Page 1 of 2 FC ], a D 1b D 1c ~ 2 14 3 68 4 0 5 -639 6 D 7 D 8 D ~ 8~ 10 D 11 B2 C7QC11,],3y?2 ~ C ! ~ G7QQ1~,31 r? PA-40 - 2007 Social Security Number D7DDZ13186 i,62Z26269 Name(s) HELEN C NEUMkYER 12 PA Tax Liability. Multiply Line 11 by 3.07 percent (0.0307). 13 Total PA Tax Withheld. See the instructions. 14 Credit from your 2006 PA Income Tax return. 15 2007 Estimated Installment Payments. 16 2007 Extension Payment. 17 Nonresident Tax Withheld from your PA Schedule(s) NRK-1. (Nonresidents only) 1 S Tota! Estimated Payments and Credits. Add Lines 14, 15, 16, and 17. Tax Forgiveness Credit. 19a Filing Status: Oi Unmarried or Separated 02 Married 03 Deceased 19 b Dependents, Part B, Line 2, PA Schedule SP 20 Total Eligibility Incomefrom Part C, Line 11, PA Schedule SP. 2i Tax Forgiveness Credit from Part D, Line 16, PA Schedule SP. 22 Resident Credit. Submit your PA Schedule(s) G-R with your PA Schedule(s) G-S, G-L and/or RK-1. 23 Total Other Credits. Submit your PA Schedule OC. 24 TOTAL PAYMENTS and CREDITS. Add Lines 13, 18, 21, 22, and 23. 25 TAX DUE. If Line 12 is more than Line 24, enter the difference here. 26 Penalties and Interest. See the instructions. Enter code: If including form REV-1630, mark the box. N 27 TOTAL PAYMENT. Add Lines 25 and 26. 28 OVERPAYMENT. If Line 24 is more than the total of Ljne 12 and Line 26, enter the difference here. The tots{ of Lines 29 through 35 must equal Line 28. 29 Refund -Amount of Line 28 you want as a check mailed to you. ~ ,Refund 30 Credit -Amount of Line 28 you want as a credit to your 2008 estimated account 31 Amount of Line 28 you want to donate to the Wild Resource Conservation Fund. 32 Rrrwunt of Line 28 you want to donate to the Military Family Relief Assistance Program. 33 Amount of Line 28 you want to donate to the Governor Robert P. Casey Memorial Organ and Tissue Donation Awareness Trust Fund. 34 Amount of Line 2B you want to donate to the Juvenile (Type 1) Diabetes Cure Research Fund. 35 Amount of Line 28 you want to donate to the Breast and Cervical Cancer Research Fund. S19naturefsi. Under panalges of perjury, 1(we) dedere that I (we) have examined this return, including atl accompanying schedules and statements, and to the best of my (ourj belief, they are we, correct, and complete. Your Signature C / 1 : Spouse's Signature, If filing jointly ~n ..~i` / Date Mr. Michael ~il~uiowski ~ ~i ~~ _ ~~~- 77 ~0 Valle}'<~ie~',~ Ave. ~-~ 5~ Harrisburg, PA 17112 ~~~,,%~~~ -rr~?r~yfw ~ Pagqe 2 of 2 PAIAD$12 11/13/7 D7DD2Z3Z&6 y3 3 13 345 Z4 D 1, 5 D Z6 D 17 D Z8 D 19a D3 Zqb DD 20 253 ~1 3 22 D 23 D 24 348 25 D 26 D 27 D 28 345 _~ .. Z9 345 3Z D 32 D 33 D 34 D 35 D Firm EIN Preparer's SSNIPTIN ~~~ D7DDZ1?18~ Sic i ~ ~ i.t~ ~ ~- I 1 ~.,~.^ (~ D705DLDD1,5 Property Tax or Rent `` `.°TTERY Rebate Claim ,~r,`~~'. PA DepartmenOt of Revenue 2~~ l ~ Check your label for accuracy. If incorrect, do not use the label. Complete Part A. If Spouse IS Your Social Security Number Spouse's Social Security Number Deceased, fill L ~ ~~ ~ ~ ~ in the oval. Last Name First Name MI ~~, L -~"""~ 'II~ YIiLI~ I liM1~"~~lr~ ilir N.'iti5!'~f~~~~ I~ ~. ~ NEUMAYER HELEN C ~~ ~ J~~~~ aR~ ~/~ ~~ ENOLA PA 17U25-- 4 Spouse's First Name Ml County Code School District Code ` _ , ~ 1 ~ REQUIRED w `~ 1 . a,'~C", r*~;. Claimant's Birthday Spouse's Birthday Daytime Telephone Number ,.. ~.:. ,- TOTAL INCOME received by you and your spouse during 2007 Dollars Cen4s 4. Social Security, SSI, and SSP Income (Total benefits $ i3: (.%$,.t".~.kiivided by 2) ......... 4. ~ ~,~'°w 5. Railroad Retirement Tier 1 Benefits (Total benefits $ divided by 2) . .......... 5. ; .. 6. Pension, Annuity, IRA Distributions, and Veterans' Disability Benefits (Use 10D% of 2007 Railroad Retirement Tler 2 Benefits) ................................................ l ........... 6. 1 t_3 ~~ ~ J 7. Interest and Dividendlncome ........................................... ........... 7. ~ J ~~, 8. Gain or Loss on the Sale or Exchange of Property......... If a loss, fill in this oval. Loss .... ~ 8. "~ ~ ~ I .. 9. Net Rental Income or Loss ........................... If a loss, fill in this oval. LO55 - .... ~, g. 10. Net Business income or Loss ......................... If a loss, fill in this oval. LOSS - .... O 10. Other Income. Itemize the amounts received from each of the sources listed below. ~~~ 11 a. Salaries, wages, bonuses, commissions, and estate and trust income ... . . . ................ 11 a. F 11 b. Gambling and Lottery winnings, including PA Lottery winnings, prize winnings, and the value ' ~ of other prizes .................................................................... 11 b. ~. 11 c. Value of inheritances, alimony, and spousal support . ................................... 11 c. ,• C: 11d. Cash public assistancelrelief, Unemployment compensation and workers' compensation, - , ~, ~ except5ection 306(c)benefits . ...................................................... 11d. ., ~ 11 e. Gross amount of loss of time insurance benefits and disability insurance benefits, ,.• and life insurance benefits, except the first $5,000 of total death benefit payments........... 11 e. r € 11 f. Gifts of cash or property totaling more than X300, except gifts between ~ members of a househoid ............................................................ 11f. ,• 11 g. Miscellaneous income that is not listed above ....................... . .................. 11 g. ,.. 11. Other Income. Enter the total of Lines 11a through 11g. ................................... ............. 11. 12. TOTAL INCOME. Add only the positive income amounts from Lines 4 through 11. If ~ ~ v ~ ~ your total income exceeds 535,000, you may not claim a rebate . .......... .......... 12 -• IR1P0?TL+.iv~T: You must su5mi'. proof o` ins incomE you reporied - Se= ih~ ins± ruLtions or, Gage rr~. Fill in only one oval in each section. 1. I am filing for a rebate as a: P. Property Owner -See instructions O R. Renter-See instructions ~ B.OwnerlRenter-See instructions 2. I Certify that as of Dec. 31, 2007, I am a: ~ A. Claimant age 65 or older ~ B. Claimant under age 65, with a spouse age 65 or older who resided in the same household a C. Widow or widower, age 50 to 64 Q D. Permanently disabled and age 18 to 64 3. Have you received Property TaxJRent Rebates in the past? 1. Yes ~ 2. No ~ (See instructions) Deadline -June 30, 2008. D705Di,DD7,5 07D5DLDD15 Your Social Securdty Number PROPERTY OWNERS ONLY 07051,20012 Your Name: ~r~~:tc~„E < /'v~~L~l'"f~y~D'~ 13. Total 2007 property tax. Submit copies of receipted tax bills. ........................... 13. 14. Property Tax Rebate. Compare Line 13 to the maximum rebate amount determined by your income level in Table A and enter the lesser amount . .................................... 14. RENTERS ONLY 15. Total 2007 rent paid. Submit Rent Certificate and/or rent receipts ......................... 15. 16. Multipld Line 15 by 20 percent {0.20) ................................................ 16. 17. Rent Rebate. Compare Line 16 to the maximum rebate amount determined by your income level in Table 6 and enter the lesser amount . .............................................. 17. OWNER -RENTER ONLY 18. Property TaxlRent Rebate. Add Lines 14 and 17, then compare total to the maximum rebate amount determined by your income level in Table A and enter the lesser amount . ............. 18. DIRECT DEPOSIT. If you want the Department to directly deposit your rebate check into your checking or savings account, complete Lines 19, 20 and 21. 19. Place an X in one box to authorize the Department of Revenue to directly deposit your rebate '' into your . ...................................................................... 19. Checking Savings + 20. Routing number .... r .... .~ ......................................... 20 ~ ^~ !r J ~ ; ~ 1 ..! ~, _. . , 21. Account number ................................ 21. ~ '~i.~' ~ ~ ~~ ~~ 0~'4- J~ ~ y' ` TABLE A -OWNERS ONLY TABLE B -RENTERS ONLY INCOM E LEVEL Your maximum INCOME LEVEL Your maximum rebate is rebate is $ 0 to $ 8,000 $650 $ 0 to $ 8,000 $6S0 $ 8,001 to $15,000 $500 $ 8,001 to $15,000 $500 $15,001 to $18,000 $300 $18,001 to $35,000 $250 o An excessive claim with intent to defraud is a misdemeanor punishable by a maximum fine of 1,000, andlor imprisonment for up to one year upon conviction. The claimant is also subject to a penalty of 25 percent of the entire amount claimed. CLAIMANT OATH: {declare that this claim is true, correct, and complete to the best of my knowledge and belief, and this is the only claim filed by members of my household. f authorize the PA Department of Revenue access to my federal and state Personal Income Tax records, my PACE records, my Social Security Administration records, and/or my Department of Public Welfare records. This access is for verifying the truth, correctness, and completeness of the information reported in this claim. Claimant's Signature Date Witnesses' Signatures: If the claimant cannot sign, but only makes a mark. 1. PREPARER: I declare that I prepared this return, and that it is to the best of my knowledge and belief, true, correct, and complete. ' 2. Preparer s Signature, i o than the ciaiman~ D to ~-> .. Name of claimant's power of attorney or nearest relative. Please print. ~ ~ ~1ti 7 Q Preparer's Name -please print ' Telephone number of claimant's power of attorney or nearest relative. Preparer's telephone number Home address of claimant's power of attorney or nearest relative. Please print. t ")~'~' ) ~~~". (~~r~ City or Post Office State ZIP Code Cali 1-888.728-2937 to check the status of your claim or to update your acidness. U7C~51,200],2 07051,2001<2 Form [ ~~~ Labe! (See instructions.) Use the IRS label. Otherwise, please print or type. Presidential Election Campaign ), / DECEASED HELEN C NEUMAYER 11/14/2007 eDel!pa~~rt++ment of the Treasury - Internal Revenue Service ~ ®~ L.~7. Individual income ~'ax Return IRSUSeOnly^Donotwriteorstapleinthlsspace. For the ar Jan 1 -Dec 31, 2007, m other lax ar be innin , 2007, endin , 20 OMB No. 1595-0074 Your tirst name MI Last name Your social security number HELEN C NELTMAYER 162-22-6269 N a joint return, spouse's first name MI Last name Spouse's soeiat security number Home address (number and street). If you have a~P_O. box, see instructions. Apartment no. YOU mU51 enter ypur 92 ASHFORD DRTVE social security Clty, town or post ofticc. !r you have a foreign address, soe instructions. Statc ZIP coot ~ number{s) above. ;NOLA PA 17 02 5 change youbtoax o~~efu d not - Check here if you, or your spouse it filing jointly, want $3 to go to this fiund? (see instructions} . .. - ^ You ^ Spouse Filing Status 1 ~ Single 4 Head pi 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 5SN above & full name here - one box. name here. - 5 n Oualifying widow(er) wish dependent child isee inswctions) Exemptions 6a Yourself. If someone can claim you as a dependent, do not check box 6a. . . . . . , boxes checked ~ on 6a and 6b 1 b S OU5e No. oT children 5 (2) Dependent's (3) Dependent's (4) it on 6c tatto: an a Dependents: • i;v.d social security relationship qualitying i own n number to you child tar child with yon . tax credit • did not Irthe 1 First name Last name (see inatrs) live with ou in box. due to divorce e orsepantlon amou ~ (aw inatn:) an iRF n fOlb' If more than Dependents n the on 6c no[ four dependents, entered above . .r than See tnStrUCilOnS. Add numbers ~anuar d Total number of exam tions claimed . on lines .............................. . re Jarr P above . - 1 ~~ 7 Wages, salaries, tips, etc. Attach Form(s) W-2 . .. 7 >fe to lnCOrne 8 a Taxahle interest. Attach Schedule B if required .. ilank: 8 a 14 . GaMbu, bTax-exempt interest. Do not include on line 8a 8 b 171. e ~°°` Attach Form(s) 9 a Ordinary dividends. Attach Schedule B if required .. 9a 6 8 . quare~ W-2 here. Also b Qualified dividends (see instrs) - - - - 9 b 2 9 . e the attach Forms o°m° W-ZG and yQ99-R 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) 10 insth if t2Y was withheld. 11 Alimony received.. ital ge 11 12 Business income or (loss). Attach Schedule C or C-EZ . ,p if ou did not 12 ar ;; y 13 Ca ital ain or loss . Att Sch Drf re d, If not re d, ck here . . . - w5 a, get a W-2, P 9 ( ) 9 q ^ 13 - 6 3 9. Leo see instructions. 14 Other gains or {losses). Attach Form 4797... .. .. 1d 10"` 15a IF:A distributions ... 15a ~ b Taxable amount (see instrs) 15b 16a Pensions and annuities i6a b Taxable amount (see instrs) 16b 16 , 418 . 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . 17 r or Enclose, but do 18 Farm income or (loss). Attach Schedule F . . . . . . . . . . . 18 not attach, any 19 lfnemployrnent compensation . . . . . . . . a m nt Als 19 p y . e o, 2p a Soclal securit benefits . 20 a 13 , 6 7 9 . b Taxable amount see instrs please use y ( f ~ ( ) 20 b 0 . Form 104Q-V. 21 Other income ------------------------------------- 2i 22 Add the amounts in the far ri ht column for lines 7 throw h 21. This is our tote{ income . - 22 15 , 8 51 . 23 Educator expenses (see instructions) .. .. 23 Adjusted 2d Certain business expenses of reservists, performing artists, and fee-basis GYD55 government officals. Attach Form 2106 or 21 D6-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 i 30 Penalty on early withdrawal ofi savings . 30 I 31 a Alimony paid b Recipient's 5SN. .. 31 a 32 IRA deduction (see instructions) . 32 _ 'I 33 Student loan interest deduction (see instructions) 33 1 34 Tuition and fees deduction. Attach Form 8917. 34 35 Domestic production activities deduction. Attach Form 8903 • 35 36 Add lines 23 - 31 a and 32 - 35. 36 37 Subtract line 36 from line 22. This is your adjusted gross incom e . ~ 3 ~ 15 , 6 61 - B/1A For Disclosure, Privacy Act, and Paperwork Reductian Act Notice, see instructions. FDinovz tvosro~ Form 1040 l20G7) Form 1040 (2007) HELEN C NEUMP.YER 162-22-6269 Pa e2 38 Amount from line 37 (adjusted gross income) .. 38 Tax and 15 , 8 61 . Credits 39 a Check _r X8 You were horn before January 2, 1943, 8 Blind. Total boxes If: 1 Spouse was born before January 2, 1943, Blind. checked - 39 a 1 Standard ~ b If your spouse itemizes on a separate return, or you were adual-status alien, see instrs and ck here - 39 b Deduction 40 Itemized deductions (from Schedule A) or yotu standard deduction (see left margin! 40 6 , 6 5 0 . for - 41 Subtract line 40 from line 38 . • People who . . . 41 9 , 211 . checked any box 42 ifi line 38 is $117,300 or less, multiply $3,400 by the total number of exemptions on line 39a or claimed on line 6d. If line 38 is over $117,300, see the instructions . 42 3 , 4 0 0 39b or who can 43 Taxable income. Subtract line 42 from fine 41. be claimed as a If line 42 is more than tine 41, enter -0- 43 5 , 811 dependent, see qs} Tax (see instrs). Check if any tax is from: a ~ Form(s) 8814 b ~ Form 4972 instructions. I c L Form(s) 8889. - 44 579 . • All others: 45 Alternative minimum tax (see instructions). Attach Form 6251 45 0 Single or Married 46 Add lines 44 and 45 - 46 57 g filing separately, 47 Credit for child and dependent care expenses. Attach Form 2441 47 $5,350 48 Credit for the elderly or the disabled. Attach Schedule R . 48 Married filing 49 Education credits. Attach Form 8863. 4g jointly or 50 Residential energy credits. Attach Form 5695 50 Qualifying ' widow(er), Si Foreign tax credit. Attach Form 1116 if required 51 $10,700 52 Child tax credit (see instructions). Attach Form 8901 if required 52 Head of 53 Retirement savin s contributions credit. Attach Form 8880. 53 household, 54 Credits from: a Form 8396 b ~ Form 6859 c ~ Form 8839. 54 $7,850 55 Other credits: a ~ seoo b ~ soot c ~ Form 55 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 57 9 . ... 58 58 Self-employment tax, AOach Schedule SE . . . . . . Outer 59 Unreported social security and Medicare tax from: a ~ Form 4137 h ~ Form 8919. 5g 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, box 9 . 61 62 Household employment taxes. Attach Schedule H ... 62 63 Add fines 57-62. This is r total tax - 63 5 7 9 Payments 64 Federal income tax withheld from Forms W-2 and 1099 . . . . 64 1, 15 0 . 65 2007 estimated tax payments and amount applied from 2006 return 65 If you have a 66a Earned income credit EIC . qualifying ( ) - - 66 a child, attach ~ b Nontaxable combat pay election . . - 66 b Schedule EIC. 67 Excess social security and tier 1 RRTA tax withheld (see instructions) 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 Refundable credit for prior year minimum tax from Form 8801, line 27. 71 72 Add lines 64, 65, 66a, and 67 through 71. These are your rant payments - 72 1 , 15 0 - Refu n d 73 If line 72 is more than line 63, suhtract line 63 from line 72. This is the amount you overpaid - . . . . . . 73 5 71 . Direct deposit? 74a Amount of line 73 you want refunded to you. If Form 8888 is attached, check here - - ~ 74a 571 • See instructions - b Routing number . . 2 313 81116 - c Type: Y Checking ~ Savings } and fill in 74b, . d Account number . .0452996234 74c, and 74d or Form 8888. 75 Amount of Line 73 you want tied to ur 2008 estimated tax - 75 Am©unt 76 Amount you owe. Subtract line 72 from line 63, For details on how to pay, see instructions . . . . . . . . - 76 You Owe 77 Estimated tax penalty (see instructions ~ 77 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 identrfcadon Des~nee name - PRE PARER nc - (717) 6 5 2 - 9 3 9 6 number (PIN) - ~ 7112 JIn n Under penatttes of pequry, I declare that I have examined this return and accompanying schedules and statements, and [o the best of my knowledge and p belief, they are flue, correct, and complete. Gedaration of preparer (other then taxpayer) Is based on all in(onneaon of which preparer has any knowledge. i Here 9twdsignature ~, ~ ~ Date. Youroccu orlon Joint return? / , .i, _ P 'Day[irrye phone number See instructions. .~/ .C__~cLc_~-~L ;~°~t •~C'('6C1.''~,~ L •/G,_1;'~RETIRED ,/%~~~~'~~. ~.~I^ ~C G :~~ Keep a copy Spduse's signature. If a joint ret~, both must sign. Dale Spouse's occupation / for your records. Date Preparer's SSN or PTIN Preparer's ' Paid signature ~,/~ ~~, ~/~~ ~) . ~ ChecY, if self-employed / (_>, G- `j ~ - 0~ `~ Preparer's Finn's name 7 y (or yours if - I~/1r. MIC(lF1Cj Fl)~ll101V'S)il Cfse Oni self-employed),F ..,_~ EIN address, ono - / ~~l `1~111C}'~'le\1' AVf;. 21P code Harrisburg, PA 17112 Phone n°. Form 1040{2007} FDIA0112 12/06!07 vcNai ti i ~Cn t u~ a iC ~ f"easury ~~ fnterna€ F;evenue Service Andover, tV1A 05501-0025 Helen C Neumayer Decd Linda S Tyber Exec 32 Ashford Dr Enola, PA i 7025-2331 ~o$ce ~~Be: ivlay 19, 2008 ~iotice t~itatrotaer: CP 1378 Taxpayer Identification Number: Primary: XXX-XX-6269 For assistance, }rou may tali: 1-866-234-2942 ~€~~c~~~~~~c~~~g ~~~~ ~~c~~c~~~ ~~~~~~~ E~~~~ Pease ~Cee~ s eaP~` ~f ~I~is ~~~ice ~o~ ~®tur ~e~or~s. Dear Taxpayer: lour Economic Stimulus Payment You are entitled to an economic stimulus payment(~'f $579.DD asJprovided by the Economic Stimulus Act of 20D8. You can expect your payment by 5/1-ff0~". If you do not receive it within six weeks of this notice, please contact us at the number shown above. You will not be required to report the amount of your stimulus payment as taxable income on your 20D8 federal income tax return. Ifi you receive any federa{ benefits or federally financed benefits, those benefits generally will not be affected by any stimulus payment you receive. What Yau Neecf ~'a IDa You do not need to do anything. If you received a refund on your 2007 federal income tax return and had it directly deposited into a bank account, we will directly deposit your stimulus payment into the same bank account. ff not, your stimulus payment check wi4l be mailed to you. if your tax refund was directly deposited into a refund anticipation loan account, your stimulus payment check will be mailed to vou. E~ov~ We CaicuEated °>'©ur iPayrnent Your payment is based on information you submitted on your 2007 federal income tax return such as your filing status, the number of qualifying children, and your net income tax liability. The next page shows a detailed explanation of how we calculated your stimulus payment. Note: You will not be required to report the amount of your stimulus payment as taxable income on your 2008 federal income tax return. Fa' general information, tar, forms. and puhiications or to view "lltrhere is My Stimulus Payment", r~isi~ ~r<<-r~~~.irs.g+oE~ www.irs.gov Catalog Number 572561JI Notice ~~T~ l5-2008) j C 4rL, ~f.;,~, l.f ~ , £': ~r ~l~ !~1 ~ - ~- _ _ _ ~qc. June ~ 7. ?008 Susan E. Lederer. Es,q. 481 i .i onestown Road ~u.~~ __~ Harrisburg. ;~r; 17 i 09 RE: Estate of Heleix C. Neumayer Dear Susan: Following are the date of death valuations for accounts held by Helen C. Neuma<<er. as of November, 14, 2007: Helen C. ~leumav_ er ~nlerican Funds - Iv,Ionev 117arket lvtutual Fund Established 317/1991 No beneficiary designation Value: $539.65 Helen C. Neumayer Oppenheimer Funds - PA Municipal Bond Fund Established SI31i2007 No beneficiary designation Value: $ 9,591.68 Helen C. Neu~naver Presidential Life Insurance Ciompany ~, Fixed 4?-muity ~~ Established 6/6/200' Beneficiary: ~'he following individuals.. in equal shares: Donald F. Neumayer• Linda S. ~ yber. Fra~~ X. Neur.layer.. Kenneth E. Neumayer, Edward ~. Neumayer, David J. Neumayer, Lisa M. Neumayer Value: $ 81,800.46 if you should need any additional infoi•~r~,ation, please do not. Hesitate to give me a call. Sincerely, i'"`^, Director of Adrniriist-rair'on ~5*~CJ.IU_~1~~~ .~ .= t __7_le~c~ ..c~'. ~.~::P..u ~r '~ .'_'t, .- ~L]e:. ~ l 1 ~i.~;'' _ . .~~.1~ i ii'.'C iii ~_ _~~ f'. __ YI (: Il ifi2 cT` __ L._[~ ~Yir ~% - =1~ ~ .. 1 ~'_ Ulm Il'_;~ .~iS I~ii'_C'. ~~~_~v LAST WILL ANI) TESTAMENT OF HELEN C. NEUMAYER I, HELEN C. NEUMAYER, residing at 731 Tower Road, Enola, Pennsylvania, being of sound mind, memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and making void all farmer Wills by me at any time heretofore made. ITEM I. I direct that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be after my decease. ITEM II. I give all the rest, residue and remainder of my estate equally among my following children, provided they survive my death: A. NIy son Donald F. Neumayer B. My daughter Linda S. Tyber C. My son Frank X. Neumayer, III D. My son Kenneth E. Neumayer E. My son Edward T, Neumayer F. My son David J. Neumayer. f.~ C) ra G. My daughter Lisa M. NeumayE=_r ~ '` ~; . ~ ~'`i - _ ''-,.J _"i ~ 'i7 `_ L,1 - i ~.. _ - -- ITEM III. It is hereby directed that my Executor, hereinafter named, shall pay all inheritance, state, succession and legacy taxes to which my estate or. the transfer of any property hereunder may be subject and to charge such tax as part of the administration, payable out of my residuary estate. TTEM IV. I nominate, constitute and appoint my daughter, Linda S. Tyber', to be and act as my sole Executrix of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of my daughter, Linda S. Tyber, T nominate, constitute and appoint my son, Edward T. Neumayer, as Executor of this my Last Will and Testament, My Executrix/Executor shall not be required to post bond or give any security_ TN WITNESS WHEREOF, T have hereunto set my hand and seal i, this '~( ~"~ day of ~~.;,~~~~ l._ 1991 . f ,- '~ t ,. ~ ~ ~ ~ ,~ ~ , .,~ t SEAL ) ~. HELEN C. NEUM[~YER The preceding instrument, consisting of this, and one other typewritten page, was on the date thereof signed, published and declared by HELEN C. NEUMAYER, the Testatrix therein named, as and for her Last Will, in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. -.- _; r ,:<.,., ~ ~ ~' ~..__ Residing at ~, :~ _. ., , . - , .. Residing at .~ `. -' f ~' T August 12, 2008 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, Pennsylvania 17013 RE: ESTATE OF HELEN C. NEUMAYER SOCIAL SECURITY NO.: 162-22-6269 DATE OF DEATH: 11-14-2007 FILE NO.: 2007-01054 Ladies and Gentlemen: Enclosed for filing with your office please find: ! 7 ~, _;~ 4 "` - r . .. I:_ _~ ... - L.~ .~ - F-v ', c~ c~ • Two (2) completed Form REV-1500 with attached date of death valuations; • One (1) copy of the Last Will of Helen C. Neumayer; • One (1) check made payable to Register of Wills, Agent in the amount of $12,429.74 in payment of Pennsylvania Inheritance Tax; and • One (1) check made payable to Register of Wills in the amount of $30.00 for the required filing fees. Also enclosed for filing with your office is one (1) original Inventory for the above- referenced Estate. Please advise if any additional fees or expenses are due with regard to this matter. One (1) additional photocopy of the front-page of the completed REV-1500 form and one (1) additional photocopy of the front-page of the completed Inventory for the Estate have been provided. Please time/date stamp these copies as received and return them to me in the envelope provided. If there are any questions or further requirements regarding this return, please do not hesitate to contact me. sincerely, F ~ ~~ ~ ! . ~ { :' Akriy M. Mo~Ca Enclosures 4811 Jonestown Road Suite 226 Harrisburg, PA 17109 Phone 717.652.7323 Fax 717.652.7340 susan@ledererlaw.com www.ledererlaw.com INVENTORY ~ - _ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA - __ COMMONWEALTH OF PENNSYLVANIA } SS -r,,;,, ~ ,,, U~~ Ir`. ~t ' E, J .... J i J I i~i t_ U ,-_ _.~, couNTY of Cumberland } File Number 21-07-1054 - _ 1 . Linda Susan Tyber ;' ' ~ =,°~, ,. -- - Personal Representative(s) of the Estate of Helen C. Neumayer deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that w is appears in a memorandum at he~nd of this inventory. I verify that the statements made in this Inven- ~ ~zv ~ ~,~'~ ~~, ~ ~~ tory are true and correct. I understand that false state- ~ - - C. - - - - - ~ - ments herein are made subject to the penalties of ~ Linda Susan Tyber 18 Pa.C.S. § 4904 relating to unsworn falsification to '~ '~ -~ ___ _- authorities. Attorney -- (Name) Amy M. Moya (Supreme Court I.D. No.) (Firm) Law Offices of Susan E. Lederer - __ - - ---- (Address) 4811 Jonestown Road, Ste 226, Harrisburg, PA 17109 ___ -- -- - -- (Telephone) 7171652-7323 DATE OF DEATH LAST RESIDENCE 731 Tower Road DECEDENT'S SOC. SEC. NO. 11/14/2007 Enola, PA 17025 Personal Prone FIGURES MUST BE TOTALED Cash ............................................................................................... Personal Property ......................................................................... Stocks/Listed ................................................................................. Stocks/Closely Held ...................................................................... Bonds ............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ......................................................................... Total Personal Property ..................................... Total Real Property ................................................ Total Personal and Real Property ......................... 91402 8,172.85 19,795.53 9,612.49 37,580.87 0.00 37,580.87 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b)) Form RW-09 Re~.~o-~s-Zoos INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA ___ -- _ -- COMMONWEALTH OF PENNSYLVANIA } SS ~ ' '~ COUNTY OF Cumberland } File Number 21-07-1054 --- n DATE OF DEATH LAST RESIDENCE 731 Tower Road '. ECEDENTS SOC. SEC. NO. 11114/2007 Enola, PA 17025 162-22-6269 Cash Check from Allstate Insurance Company - (Refund of premium) 13.70 Check from Comcast - (Refund of cable service) 56.05 Check from PA Department of Revenue - (Income Tax refund) 345.00 Check from PA Department of Revenue - (Property Tax Rebate) 250.00 Check from U.S. Department of Treasury - (Federal Income Tax refund) 571.00 Check from U.S. Department of Treasury - (Economic Stimulus Payment) 579.00 Checking Account - No. 5140109756, held at PNC Bank, titled to Helen C. 4,768.45 Neumayer ($0.54 accrued interest) Miscellaneous personal property 750.00 Money Market Mutual Fund -Account No. 58635067, held at American Funds, 839.65 titled to Helen C. Neumayer Total Cash 8,172.85 Stock /Listed 38.0000 shares Mattel Inc -titled to Helen C. Neumayer 800.66 257.0000 shares Pepsico Inc -titled to Helen C. Neumayer 18,994.87 Total Stock /Listed 19,795.53 (Attach additional sheets if necessary) Total Personal Property and Real Estate 37,580.87 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENN~Y~VANIA --- _ __ - _ ~ ; ., r ~ . ~ . ~~i^y ~,r Cit.. i.. J J , . COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 (~=,"~9~4 ~'~'' ,, DATE OF DEATH LAST RESIDENCE 731 Tower Road DECEDENT'S SOC. SEC. N0. 11/14/2007 Enola, PA 17025 162-22-6269 Bond 784.275 shares of Pennsylvania Municipal Bond Fund Class C -Account No. 00742 7420093522, held at Oppenheimer Funds, titled to Helen C. Neumayer ($12.23 NAV) Partial Dividend, Pennsylvania Municipal Bond Fund Class C -Account No. 00742 7420093522, held at Oppenheimer Funds, titled to Helen C. Neumayer Total Bond Real Estate Real estate -located at 731 Tower Road, Enola, Pennsyvlania, Parcel No. 09-11-3008-009, titled to Frank X. Neumayer (deceased 1 012 311 9 9 0) and Helen C. Neumayer At this time we are unable to provide a value as the real estate has not been sold yet. We will file a supplemental return for the real estate as soon as possible. Please suspend the assessment of tax on this asset. Total Real Estate 9,591.68 20.81 9,612.49 o.oo 0.00 -2- 03/I N3S3t! S1HJId 77b' SdSn 9002 tienuep d/,Ld3O nne/ /e,,apa} ~o uo/;e/oin a aq ~(ew asnsiW 'p yepy ~(juoud 6u/puas u/ asn ao~ ~fja/os paprnofd s/ pue ®aowaS /e/sod •S•n ay/ ~o ~ado~d ay; s/ 6u/Be~oed s/yl ~~ O ti N a y O ~ ~ ~ O ~1r y ~ bA ~' cv ~ ti N -fl •~ ~~nx ~~ L~ r CJ O M ~ O O ^" U _~ ~ t, ~ ~ ~ ~ .~ ~ ~r ~U~ `~ r~ ~ ''" -d cOn ~ O ~ O Q, ~ ,S] ~ .~ ~ O .~ a~ ~ U ~ ~i ~ -. U i N ~ ~ a -• o a ~ ~~ a o .~ •_ ~ m ~~ c ~ a~ U O O a m ld ~f ~ R O O .ic `- U J ~ m 'm ~ ~ m 4 o U ~ 0 k~ ~ Q~ o c W E U ~ m m o. .4 N rte.. O °' O O~ w J W n ~~: aQ• N L' R Q y W R ~ ~ ~Q~ Q. 1~ C LLLL!! C a~ ~g y U F~ ~ n