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HomeMy WebLinkAbout08-25-08e, ~ 15056041147 REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes county code Year File Number Po Box.zsosot INHERITANCE TAX REl-URN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 7 0 112 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Bilth 162 22 3659 11 25 2007 O1 1~4 1923 Decedent's Last Name Suffix Decedent's First Name SMIALEK MI RHUE'sYEBELLE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's 1=first Name MI Spouse's Social Security Number THIS RETURN MUST BE IFILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X 1. Original Return ~ 2. Supplemental Return Jl 3. Remainder Return (date of death - 4. Limited Estate ~ I prior to 12-13-82) qa Future Interest Compromise F ^ 5 - . (date of death after 12-12-82) ederal Estate Tax Return Required X 6. Decedent Died Testate -- (Attach Copy of VYill) l ~J Decedent Maintained a Living Trust Q ~' (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 1 p. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~ 11.Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name AMY M. M O Y A Daytime Telephone Number 717 6.52 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 REGISTER OF WIiLS SE ONLY ~~. ; e. r,~~ DATE FILED Correspondent's a-mail address: Amy@Ledererlaw.com 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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE - '~, Susan Broy ~%G f AUURESS 935 Willcliff Drive, Mechanicsburg, PA 17050 SIGNATURE OFpF~EP 1RfR OTHER THAN REPRESENTATIVE t ~7L;~/ ~~ ~4/~ Amy M. Moya ~-~~"`/~~ ADDRESS - "I v J 4811 Jonestown Road, Ste 226, Harrisburg, PA 17109 Side 1 15056041147 15056041147 ~'A ~n~eritance ~'ax ~Zetaur~a ~igna~ure ~~ ~dditi€~n~l ~'iduciar;ies ESTATE Q~ ~ - ~~ E6~~ ~#UMBER 5miaiek, RE~ueyRbeile 21-i~7-Cl'1't27 d@s Ge a~ eS ;f b ii~y, ~ c 108 }"~ 3 i "!dvE :kali`EPe 1 ii'5 = E S., t~~ ('(j 3G~0t'7Panylf`7 ct~tlgal~~'S ~.. t8~~ "~`iS k~ ~ ;e ~eS i` r~' K 1'1W~@d ~ .~e~ 8f t IS ~ ~ ~tFB.,! and COnlpl~e. i)E'CI~(di.lc r :,Caf .,- ~i :b`(,h1.? -E;~ :.+t'SO".~i ;a~;~°Sr';".af.~a E? g ~, n....;..; a,I nfi: r- . i _ w' :ch , rF ~~ ,~~t!or ~ Signature #2 Name Address's Address2 City, State. Zip Qate ~yEr7es 5rnia4ek '?1 C~9d Silver Spring Road ~ --------- __.W_____ mee~ _nar~icsburg, PA 'a?D55 ~ - -- PA Inheritance Tax Re1turn Signature of Additional Fiduciaries ~ ESTATE OF ~ FILE NUMBER Smialek, Rhueyebelle ~ 21-07-01127 _ ~ _ under penalties of perlurV declare that i have examined this return. rncludrng accompanying schedWes ane stater-yen±s aid tc the best of ry Knowledge and be~ief it s true ;:orrecl and complete Deciaratior of oreparer other *.!~an the persona !eprese"tr3t+ve ~s cased on all information ~f Wnicr. preparer nas aw Knowledge Signature #3 ~ ~. - ~ ; ,: Name Linda Sweger Addressl 56 Windsor Way Address2 City, State, Zip Camp Hill, PA 1701' ~^ Date ~~ ~ 15056042148 REV-1500 EX Decedent's Social Security Number ~ecedenrsNeme Rhueyebelle Smialek 1 6 2 2 2 3 6 5 9 RE CAPITULATION 1. Real Estate (Schedule A) .................................................................................. .... 1. 2. Stocks and Bonds (Schedule B) ..............................__............................_ . .......... ... 2. 2 2 1, 6 5 4 8 0 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. 4 4 , 9 9 7 3 3 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. 2 6 6 , 6 5 2.13 9. Funeral Expenses & Administrative Costs (Schedule H) .................................... .. g. 17.8 2 2 0 7 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .......................... ..... 10. 1 4 , 5 9 4 7 5 11. Total Deductions (total Lines 9& 10) ............................._ __........ ..................._... .. 11. 3 2, 4 1 6 8 2 12. Net Value of Estate (Line 8 minus Line 11) ......................................................... .... 1;~. 2 3 4 , 2 3 5 3 1 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. 2 3 4 , 2 3 5 3 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) x .00 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable at lineal rate X .045 2 3 4, 2 3 5. 3 1 16. 1 0, 5 4 0. 5 9 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 0 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 0 0 0 19. Tax Due ................................ 19. 1 0, 5 4 0 5 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15056042148 15056042148 J .~ REV-1500 EX Page 3 Decedent's Complete Address: File Number 2;1-07-01127 DECEDENT'S NAME Rhueyebelle Smialek STREET ADDRESS 700 Walnut Bottom Road CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 10,540.59 2. Credits/Payments A. Spousal Poverty Credit g. Prior Payments 9,800.00 C. Discount 515.79 Total Credits (A + B + C) (2) 10, 315.79 3. Interest/Penalty if applicable p. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is th~VERPAYMENT (4) 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 (5) 224.80 q. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) 2 24. $ 0 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................. x b. retain the right to designate who shall use the property transferred or its income :............................... x c. retain a reversionary interest; or ..............................__............................_ . ................ 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 exemgta 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 (sQ (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-1503 EX+ (6-98t ' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Smialek, Rhueyebelle 21-07-01127 All property jointly-owned with right of survivorship must 6e disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 oaa2os1o4 466 shares of Ashland Inc. -held at Oppenheimerr 8~ 47.99 22,363.34 Co. Inc., Account No. A09-0030121-684, titled to Rhueyebelle D. Smialek 2 097023105 164 shares of Boeing Co -held at Oppenheimer 8r Co. 89.975 14,755.90 Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek 3 166764100 228 shares of Chevron Texaco Corp -held at 85.9475 19,596.03 Oppenheimer St Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek 4 260543103 322 shares of Dow Chemical Co -held at Oppenheeimer 39.9325 12,858.27 8~ Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek 5 30161N101 206 shares of Exelon Corp -held at Oppenheimer 8~ 80.4775 16,578.37 Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek 6 302316102 200 shares of Exxon Mobile Corp. -held at 87.4925 17,498.50 Oppenheimer 8 Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek 7 349631101 203 shares of Fortune Brands Inc. -held at 77.1675 15,665.00 Oppenheimer 8 Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. SmialeF~ $ 438516106 200 shares of Honeywell Intl. Inc. -held at 54.165 10,833.00 Oppenheimer 8 Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialelt; Total of Continuation Schedules See attached pages TOTAL (Also enter on Line 2, Recalpitulat ion) 221,654.80 (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-7503 EX+(8-98) •, ~ COMMONWEALTH OG PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS continued ESTATE OF Smialek, Rhueyebelle FILE NUMBER 21-07-01127 ITEM NUMBER CUSIP NUMBER DESCRIPTION VALUE AT DATE UNIT VALUE OF DEATH 9 460146103 132 shares of International Paper Co -held at 32.715 4,318.38 Oppenheimer 8~ Co. Inc., Account No. A09-0030121-684, titled to Rhueyebelle D. Smialek 10 450911102 100 shares of ITT Industrial -held at Oppenheimer 8~ 61.9725 6,197.25 Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek 11 478160104 200 shares of Johnson 8~ Johnson -held at 67.00 13,400.00 Oppenheimer 8~ Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialelk 12 5ssaaslos 526 shares of Marathon Oil Corp. -held at 55.6225 29,257.44 Oppenheimer 8~ Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialelc 13 74005P104 220 shares of Praxair Inc. -held at Oppenheimer E: Co. 80.4675 17,702.85 Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek 14 883203101 302 shares of Textron Inc. -held at Oppenheimer ~& 65.7175 19,846.69 Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek 15 097023105 Dividend, Boeing Co. -held at Oppenheimer 8~ Co.. .35 57.40 Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Ex: 11/7/07; Rec: 11/9/07; Paid: 12/7/07) (164 shares) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1503 EX+ (6-98) ' SCHEDULE B STOCKS & BONDS continued COMMONWEALTH Or PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Smialek, Rhueyebelle FILE NUMBER 21-07-01127 ITEM NUMBER CUSIP NUMBER DESCRIPTION VALUE AT DATE UNIT VALUE OF DEATH 16 iss~saioo Dividend, Chevron Texaco Corp. -held at .58 132.24 Oppenheimer 8~ Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Dec: 10/31/07; Rec: 11/16107; Paid: 12/10/07) (228 shares) 17 30161N101 Dividend, Exelon Corp. -held at Oppenheimer & (:o. .44 90.64 Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Ex: 11113/07) (206 shares) 18 302316102 Dividend, Exxon Mobile Corp. -held at Oppenheimer 8~ .35 70.00 Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Ex: 11/7/07; Rec: 11/9/Oi'; Paid: 12/10/07) (200 shares) 19 349631101 Dividend, Fortune Brands Inc. -held at Oppenheimer .42 85.26 8~ Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Rec: 11/7/07; Paid: 12/3/(17) (203 shares) 20 438516106 Dividend, Honeywell Intl. Inc. -held at Oppenheimler 8~ .25 50.00 Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Rec: 11120107; Paid: 12/10/07) (200 shares) 21 450911102 Dividend, ITT Industrial -held at Oppenheimer & C:o. .56 56.00 Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Ex: 11/14/07) (100 shares) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1503 EX+ ~6-98) ' SCHEDULE B ~~ STOCKS 8~ BONDS continued COMMONWEALTH 01= PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Smialek, Rhueyebelle 21-07-01127 ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 22 460146103 Dividend, International Paper Co. -held at .25 33.00 Oppenheimer 8~ Co. Inc., Account No. A09-0030121-684, titled to Rhueyebelle D. Smialek (Rec: 11116/07; Paid: 12/14/07) (132 shares) 23 478160104 Dividend, Johnson 8a Johnson -held at Oppenheimer .415 83.00 8~ Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Ex: 11/23/07; Rec: 11/27/iD7; Paid: 12/11107) (200 shares) 24 565849106 Dividend, Marathon Oil Corp. -held at Oppenhein'ler 8~ .24 126.24 Co. Inc., Account No. A09-0030121-B84, titled to Rhueyebelle D. Smialek (Rec: 11/21107; Paid: 12/10/07) (526 shares) TOTAL (Also enter on Line 2, Recapitulation) 221.654.80 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+(6-98j COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Smialek, Rhueyebelle 21-07-01127 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 dise:losed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Money Market, Account No. A09-0030121-684, held at Oppenheimer Sr Co. Inc., 3.60 titled to Rhueyebelle D. Smialek 2 Regular Savings Account, Account No 13067-00, held at Members 1st FCU, titled to 27.87 Rhueyebelle Smialek 3 Checking Account, Account No. 13067-11, held at Members 1sit FCU, titled to 32,774.74 Rhueyebelle Smialek (accrued interest $2.95) 4 Investment Savings Account, Account No. 13067-05, held at h~embers 1st FCU, 3,557.76 titled to Rhueyebelle Smialek (accrued interest $4.63) 5 U.S. Treasury - (economic stimulus payment) 600.00 6 Commonwealth of Pennsylvania - (unclaimed property) 94.36 7 U.S. Treasury - (Federal Income Tax Refund -Tax Year 2007) 7,439.00 8 Personal Property 500.00 TOTAL (Also enter on Line 5, Recapitulation) 44,997.33 (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-1151 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COST:i ESTATE OF FILE NUMBER Smialek, Rhueyebelle 21-07-01127 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: Myers-Harner Funeral Home 11,988.45 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 2. Attorney's Fees Law Offices of Susan E. Lederer 5,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 348.00 5. Accountant's Fees E. Ron Hixon, P.C. 212.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 273.62 TOTAL (Also enter on line 9, Recapitulation) I 17,822.07 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) ~.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-A FUNERAL EXPENSES continued ESTATE OF FILE NUMBER Smialek, Rhueyebelle 21-07-01127 ITEM NUMBER DESCRIPTION AMOUNT 1 Myers-Harner Funeral Home 10,510.00 2 Blooms by Vickery (flowers for funeral) 363.53 3 Rice Memorial (engraving on headstone) 125.00 4 Mt. Zion United Methodist Church - (honorarium) 500.00 5 Young's United Methodist Church Cemetery - (burial) 400.00 6 Karen's Deli - (funeral luncheon) 89.92 Subtotal ~ 11,988.45 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1512 EX+(6-98) ~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIIENS ESTATE OF FILE NUMBER Smialek, Rhueyebelle 21-07-01127 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Forest Park Health Center (nursing home bill) 5,918.00 2 Guardian Long-Term Care Pharmacy (pharmacy bill) 220.33 3 Pennsylvania Department of Revenue (state income tax - estinnated payment) 430.00 4 Guardian Long-Term Care Pharmacy - (pharmacy bill) 16.23 5 Pennsylvania Department of Revenue - (state income tax -Tax: Year 2007) 521.00 6 E. Ron Hixon, P.C. - (income tax preparation) (check written before death, check 242 00 cleared after death) . 7 Forest Park Health Center - (nursing home bill) (check written before death, cleared 6 987 50 after death) , . 8 Prudential - (check written before death, cleared after death) 259.69 TOTAL (Also enter on Line 10, Recapitulation) I 14,594.75 (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+ (9.00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER JIIIId1eR, r~nueyeUene 21-07-0 1127 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) Do Not List Trusteels) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Linda M. Sweger Daughter 113 of estate 78,078.44 56 Windsor Way Camp Hill, PA 17011 2 Renee M. Smialek Daughter 1/3 of estate 78,078.44 771 Old Silver Spring Road Mechanicsburg, PA 17055 3 Susan S. Broy Daughter 1/3 of estate 78,078.43 935 Willcliff Drive Mechanicsburg, PA 17050 Total 234,235.31 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 FO R WHICH AN ELECT-ION 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 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) ~ y x ~ ° ~ r~ ~ ~ d y y ~ ~ ' ~" ~ o ~ y ~ p o G ~ ~ d n CC Y d , , 3 ~ , ~ ~ ~ ~ ~ ~ ° ~ ~ ~ o ~ r, C h o 0 0 0 ,.. ,~" ,° p ~ •~ p R. ~ y ~" ~ ~ -e ~ a ~ ~ , R° ~ o `~ Gd ° ° ~ ~ 9 ~ o A. W n " ~ ?? su R" ~ n O O O o o ~ ts' -ti = ~` , `p i n n 'a o1 n W N O ff! C Cli "~ ~ p~ ~ "_' C ~ N N C ~' O ~ ~ ~ O N O ~ ~ O O ~ ~ ~ ~ ~ ~-. ~ ~ -P w w z ~ 't7 ~ ~-. O i"d N ~ ~ ~ w ,-, `-. ~ ~ oo ~-, O ~ ~, O~ O w ~ "_' c!i w ~A ~ N ~ ~ ~ ~ N O ~ ~ O\ ~ ~: O ~ O "'"~ O N O W O A7 O ~ ~ ~ p ~ C ? ~ ~• r ~ ~ ^~ ~- ~-- O O N O O N O W N O O N O O~ N N 00 .--~ a1 ~ W O N N cn N N O ~--~ O .-~ w N 0 N C~ N O N O w N N N .-• Q~ ~ ~ ~ ~ D ~ ~ N O 01 O O N O W O O~ N 00 ~ p~ ~ n c, o ~ ~ ~ z a o ~. o ~ ~ ~ ~ o ~ o ~ W ~ O v~ O N O ~ I O W O ~ O v, O W -b "= ' O~ cn Oo O In to v~ ~1 o~ •--• w N v, ~ ~1 ~1 00 ~l 0o O w ~O o0 to 00 ~O ~ yy a o N ~ O ~h 01 ch N ' Vi ~ O oo Cl1 n rD J -P 01 O `O J ~ i--~ ~i ~ ~p `p `O J \p r ~ i,., ~ G ~--~ i Q~ i N N O J N ~ ~ ~ V' ~ ~ `O N v i W N .A ~ J ~ ~ ~ ~ ~ r ~ A7 v i v i v i V i C ii c ii v i v i c ii ~ `J' C r-. C c~ to O\ bs cn O r,~ Oo Cn ~, J O c~ ~O s9 6s vi C ~ ~ N 6s ~-.. c~ .-• ~s N bs ~. ds Q~ ~ .p ~s ~ ~ ~-. rys ~-.. 6s .--• s9 • s~ ~ cys c~s C O W J .. N ~ ~ 1 ~O W ~, w O c.n ~l O~ •-- N ~-- ~O ~--• ~ N ~, O O O~ O -P N ~ O ~ 00 -P O v, O ~] oo w ~ ~p J ~ ~O chi, p~ A J ~ O~ N ~1 O N W W Vi o0 00 00 O~ Cn w 0 ~ ~O 00 c.n -A .A. O O v i O O O O O O Vi O W ~] N ~l O W ~ O W P t ~ 1 ^ ~u ~ l ` `'~._ ~, `~'~, V~ 1 11 1 O "3 ~ o ~ ~ ° ~' ~ ~ C ~ ~ a '~ 0 ' ?r ... ~ ~ ~ o Oa.~ a ~ c ~ ~ y ~ o '~ v, ~ C~ ~ ~ o ~• ~ ~ rn ~ o~ o ~ o rn 0 w O~ O I N N O O O N ~ N ~ ~ ~ to N ~ 69 69 69 W ~ W N W ~ O O ~ ~ A 0 0 O ~~ pPE~~~ January 16, 2008 Amy NI. Moya Susan E. Lederer Law Offices 4811 Jonestown Road, Ste. 226 Harrisburg, PA 17109 Ft~: Estate of Rhuevebelle lll. Sm~alek Acct #A09-0030121-B 84 Dear Amy: ~~PPenheimer & Co. Inc. 10].5 Mumma Road Wormleysburg, PA 17043 800-722-2294 Member of A!I Principal Exchanges -,~- In regards to your letter of January 9, 2008, please find the following below: I. Account title: Rhueyebelle D. Smialek, c/o Susan Broy POA _'. Date established: October 7, 200 .~. Beneficiary designations: None 4. The account did not contain any mutual f~mds. Enclosed is a list of the stocks, number of shares and high and low prices for the dates of November 23, 2007 and November 26, 2007. a. The closing balance for the money market is $3.60. `~. The dividend amount is $644.78. Should you reduire any flu~ther information, please do not hesitate to call. Sind ~~~ Patrick K. Neal Financial Advisor PKN/hmk Enclosures ~~ PPENHEIMEI~ Oppenheimer & Co. Inc. 1015 Mumma Koad Wormleysburg, PA 17043 800-722-2294 Member of A!I Principal Exchanges STOCK SI-IARES NOV. 23 HIGH NOV. 23 LOW NC1V.2G HIGH NOV. 26 LOW Ashl~lnd Inc. 466 48.48 47.40 4891 47.17 Boeing? Co 164 89.54 88.07 92.39 8990 Chevron Cole 228 87.06 85.88 87.33 83.52 Dow Chemical 322 40.20 39.38 40.85 39.30 Exelon Corp 206 80.06 79.18 8.'.67 80.00 Exxon Mobile 200 88.43 87?6 88.78 85.50 Fortune Brands 203 77.91 76.90 7 7.91 75.95 Honeywell Intl 200 54.71 _>4.0=I 54.84 53.07 International Paper 132 33.04 32.43 33.05 32.34 ITT Col-p 100 61.23 60. ~ 8 64.21 62.07 Johnson & Johnson 200 67.08 66.17 68.08 66.67 Marathon Oil Corp 526 56.57 55.6 > 56.60 53.69 Praxair Inc 220 80.90 79.37 82.64 78.96 Textron Inc 3U2 66.98 64.50 67.02 04.37 tsoein~; Investor Kelatrons - (:orporate Secretary -Dividend Payment History 2003 - 2007 Date Record Ex-Date Payment ;Regular ' Special Stock .Fractional Declared Date Per Dividend Date Per Share Share Share Payment in Split 12-09-02 02-07-03 02-05-03 03-07-03 $.17 04-28-03 05-16-03 05-14-03 06-06-03 $.17 06-30-03 08-15-03 08-13-03 09-05-03 $.17 10-21-03 11-14-03 11-12-03 12-05-03 $.17 12-15-03 02-13-04 02-11-04 03-05-04 $.17 05-03-04 OS-21-04 05-19-04 06-11-04 $.20 06-28-04 08-13-04 08-11-04 09-03-04 $.20 10-25-04 11-12-04 11-09-04 12-03-04 $.20 12-13-04 02-11-05 02-09-05 03-04-05 $.25 05-02-05 05-13-05 05-11-05 06-03-05 $.25 06-27-05 08-12-05 08-10-05 09-02-05 $.25 10-31-05 11-11-05 11-08-05 12-02-05 $.25 12-12-05 02-10-06 02-08-06 03-03-06 $.30 05-01-06 05-12-06 05-10-06 06-02-06 $.30 06-26-06 08-11-06 08-09-06 09-01-06 $.30 10-30-06 11-10-06 11-08-06 12-01-06 $.30 12-11-06 02-09-07 02-07-07 03-02-07 $.35 04-30-07 05-11-07 05-09-07 06-01-07 $.35 06-25-07 08-10-07 08-08-07 09-07-07 $.35 10-29-07 11-09-07 11-07-07 12-07-07 $, 35 Back to Tc~p 2000 - 2002 Date Record Ex-Date Payment Regular Special Stock Fractional Declared Date Per Dividend Date Per Share Share Share Payment in Split http://www.boeing.com/companyoffices/financial/table.html Page 2 of 13 ~~~~\ f ~~,t ~, Lam, ~' 1 /22/2008 Chevron: Llividend Ir.~formation -Chevron Corporation Chevron ,,,~ Hum~~n ~nerc~~~° N;=?£' ' Ir_est:; _k In`or: g;_i:;n > •ivi,ienci r;forrr:anon -Chevron Corporation Page 1 of 2 ~X ~-~ ~ ~ Dividend lnform~tion _ Chevron Corporation Chevron Corporation* Declared Record Payable Amount Type 2007 4Q 3Q 2Q 1Q 4Q 3Q 2Q 1Q 4Q 3Q - 2Q 1Q 10/31/07 11/16/07 12/10/07 $0.58 Cash 7/25/07 8/17/07 9/10/07 $0.58 Cash 4/25/07 5/18/07 6/11/07 $0.58 Cash 1/31/07 ~nnc 2/16!07 3/12/07 $0.52 Cash 10/25/06 11/17/06 12/11/06 $0.52 Cash 7/26/06 8/18/06 9/11/06 $0.52 Cash 4/26/06 5!19/06 6/12/06 $0.52 Cash 1/25/06 ~nnc 2/16/06 3/10/06 $0.45 Cash 10/26/05 11 /18/05 12/12/05 $0.45 Cash 7/27/05 8/19/05 9/12/05 $0.45 Cash 4/27/05 5/19/05 6/10/05 $0.45 Cash 1/26/05 Effective August 10 Corporation Merged. 2/16/05 3/10/05 $0.40 , 2005, Chevron Corporation and Unocal Cash 2004 --- ~ 4Q 10/27/04 11/18/04 12/10/04 $0.40`"` Cash gQ 7/28/04 8/19/04 9/10/04 $0.80 Cash 2Q 1Q 4/28/04 5/19!04 6/10/04 $0.73 Cash 1/28/04 2/18/04 3/10/04 $0.73 Cash "* 2-for-1 stock s plit post Sept. 10, 2004 dividend de claration. 2003 10/29/03 11/18/03 4Q 12/10/03 $0.73 Crash 3Q 7/30/03 8/19/03 9/10/03 $0.73 Crash 2Q 1 Q 4/30/03 5/19/03 6/10/03 $0.70 Crash 1/29/03 2/14/03 3/10/03 $0.70 Crash 2002 10/30/02 4Q 11/18/02 12/10/02 $0.70 Crash 3Q 7/31/02 8/19/02 9/10/02 $0.70 Cash 2Q 4/24/02 5/17/02 6/10/02 $0.70 Cash http://investor. chevron.com/phoenix.zhtml?c=130102&p=irol-dividendInforrnation 1/22/2008 Chevron: Dividend Information - Cl'Zevron Corporation Page 2 of 2 1Q ~ 1/30/02 ~ 2/15!02 ~ 3/11/02 ~ $0 70 ~ Cash 2001 4Q 3Q 2Q 1Q 4Q 3Q 2Q 1Q 4Q 3Q 2Q 1Q 4Q 3Q 2Q 1Q 4Q 3Q 2Q 1Q 11/31/01 11/16/01 12/10/01 $0.70 Cash "Effective October 9, 2001, Chevron Corporation and Texaco Inc. Merged. Amount Type 2001 $0.65 Cash $0.65 Cash $0.65 Cash 2000 $0.65 Cash $0.65 Cash $0.65 Cash $0.65 Cash 1999 $0.65 Cash $0.61 Cash $0.61 Cash $0.61 Cash 1998 $0.65 Cash $0.61 Cash $0.61 Cash $0.61 Cash 79~J/ $0.58 Cash $0.58 Cash $0.58 Cash $0.54 Cash ©_20.01 -_2008_Chevron CorpOratic,n_All Rights Reserved. Terms of Use I Priv~_Statement Site Map http://investor.chevron.com/phoenix.zhtml?c=130102&p=irol-dividendInforrnation 1/22/2008 Splits and Dividends Investor Overview ~ <' r _.__ Stock Information ;~ ~~~~- -• ~ \ ~`1 r ~ J Exelon Stock P' '-~ -». Splits and [dividends Quote & Chart Splits Date Arnaunt Type 1 Splits and 05/G6/04 I`3 fq ?-for-3. Stock S Itt J Dividends p News, Events & Ex-Dividend Annount type Presentations 11/13/07 50.440 Regular Cash Corporate OSJ13J07 ;0,440 Regular Cash Governance 05{11./07 $0.440 Regular Cash SEC 07_(1.3/"0? 50.440 I~eguiar Cash Filings/Finaneials 1"` `3` Ot' 'b0.400 Regular Cash Ot3/1 zj06 $0.400 Regular Cash Information Request 05(1.1/OED 50.400 Regular Cash 02/13/0E~ ;0.400 12egular Cash Frequently Asked 11/1./05 X0.400 Regular Cash Questions 0€3,!1.1/05 50.400 Regular Cash Glossar Y 0~~:1/05 X0.400 Regular Cash 02/11.j05 5>0.400 Regular Cash E-Mail Alerts 11/10104 ;50.400 Regular Casl-t 08111/'0-} 50.30a Regular Cash Contact Us 0?/-.2104 50.275 Regular Cash 011'.'./04 $0.175 i2egulE~r Cash 11, ? 2/03 50,750 P,egular Cash 08j 13/03 ~~0.150 Regular Cash 05,/13/03 $0.230 Regular Casi7 02!12103 ~ O.Z30 Regular Cash i' J13l02 $0.120 Regular Cash 0~;!1.31r~2 So,22~ Regtalar Cash osi13,'O2 X0.210 Regular cash 02(13/02 $0.220 Regular Cash 11; 13J01 50.423 Regular Cash 08j 1.1JC < 50.42a Regular Cash {~~/11/C 1_ 5.423 l~egiila3" CaSil 01!'3;Oi ;0.553 Regular Crash 10%23/00 50.07] Regular Cash 08j7_8~'00 :;,0.3.25 Regular Cash 05/25100 50.1.25 Regular gash 02/2~/00 X0,125 Regular Cash iiJ10/99 $0.1.25 Regular Cash 0;3;2~J~~a X50.1.25 Regular Cash 0~/?6/~3"~ 5,0.125 Regular Cash http://phx.corporate-ir.aet/phoenix.zhtml?c=124298&p=irol-dividends Page 1 of 3 X4'~+t~t1 W 1/22/2008 He=r- ~~e [nvesh~~ Feia~icr:~ `' Zits and =P Cividends _ _ Splits and Dividends Page 2 of 3 02/18/99 `O.i25 Regular Cash 1.:110198 $0.125 Regular Cash 08J19/g8 ~fi0.125 f:egular Cash 05/20/98 $0.125 Regular Cash OZ/1SI98 ;0.125 Regular- Cash 1 =./12/97 `50.225 Regular Cash ti~~l2b97 `r~0,225 Re:~uiar Cash 05/21.197 $0.225 Regular Cash 02%li3/97 `~0,225 Regular Cash ]'./13I~~b ;0,225 Regular Cash b~ji'2119b p0.21.8 Regular Cash 05l22,'9b `50.218 Regular Cash 02/1.,;/fib ;0.218 Regular° Cash 11.i13l95 X0.218 Regular Cash 08i2~/95 `50.203 l2eguiar Cash b='J-8!95 X0.203 Regular Cash 02/15/95 `?0.203 Regular Cash 1'10319 ;0.203 Regular Cash 08J18;'94 ~ 0.190 Regular Casl~r 05%19/n.l X0.190 Regular Casfa '~2i1.b%94 50.190 Regular Cash 11./04J93 ;0.175 Regr.tlar Cash 08/1)/93 $0.175 Regular Cash OSJ20J93 50,175 Regular Cash 02i13i93 X0.175 Regular Cash i.?%05/92 50.175 lZegular Cash 0S; 20192 ;0.163 Rey~rlar Ca h 05/20J92 40.1b3 Regular Cast-r 02,I20,I9= 50,1b3 P.egular Cash 1. _; ObJ91 p0.1 G3 Regular Casn 08/1~J91 $O.i_i0 Regular Cash 0~;`l.b/91. 50.1.50 RYCiuiar Cash O';'.:3i~)1 <50.1.50 R~gult~r Casn 11,'07J~10 $b.150 Regr~lar Cash 08,!'_b/90 :0.150 Re.glilar Cash 05r 17/90 `50.150 Regular Cash 0211~/rs0 `/0.215 l?egrrlar Cash 11,'G9js9 ,+;i).275 R.ecauiar- Cash 08/17/9 4.0.275 Regular Cash 0`x/1.8!89 50.275 Reyr.rlar Cash `b~?/' SJB~ ;*;0.275 Regular mash 3 ' 101/s-'8 $0.275 Regular t ash Ob/if;J~s~ ~Q,275 Req~rlap Ca~~h 0°:~i1~)JBts x:0.2:5 Regular Cash 02/?1%~`.s15 v0.2%5 lteqular Cash 11J(}J%~Y7 `5{J,2/'rJ Regular' Li351"1 08,'20l~7 X0.275 Regular Cash b~/1.^,`87 50.275 Regr.rlar Cash b2;'23/87 50.275 Rt:yular Cash 1-,'05%S6 40.275 Regular Cash 7lj21.!86 :;0.275 Regt.riar Cs:sh i)5!",.'3;'80 X0.275 r~ec~uiar Cash http://phx.corporate-ir.vet/phoenix.zhtml?c=124298&p=irol-dividends 1 /22/2008 Splits.and Dividends 102/2<1,/~;E, ~;G.275 Regular Cash 1.7./G6/~S5 50.275 Regular" Cash O~J `.5Jn5 $6,275 i:egular Cash G5i16/fs5 X0.275 Regular Cash 02J25f,35 ;0.275 Regular Cash 11/07JS4 Sp,275 Regular Cash G01.6/<54 50.275 Regular Cash OS;'17J84 50.275 Regular Cash 02%27/S~l ~G.275 Regular- Cash i.'.,/G2J~s3 50.265 Rcguiar Cash 0~~''.~i'~~ $0."LGS Regular Cash G5J' `~/S3 $0.265 Regular cast, 02i2S!£'s3 50.265 Rz~;gular Cash i ./04j82 SG.265 Regular Cash 08/i9%82 50.265 Regular Cash 05/20!H? $0.250 Rec~rllar Cash ~3/O1./82 SG.250 Regular Cash 1.a0=r/81 50.250 t~tegular Cush O~f2U131 50.250 Reguiar C.a51r G5/2G%~~ 4G.225 Regular Cash 02/-0/ss1 50.225 Regular Cash l ; fl'J:~O 50.7-25 Regular Cash ~8/2i/~s0 SU.225 Regular Casa JS/2;is0 ;0.225 Rt:gular Cash ~2j 1S/~G SG.225 Regular Cash `i%~ CIA i2eg~rlar Casa Page 3 of 3 Datt~ provided by Thomson Financial. Stack information before October~?G, 2000 reflects PECO tiara. g Print Page ®E_mail Page ~ RSS Feeds r ~.~.: ,, v ,, :,.. -, i ~Tl. c.'l r f:J L... 4 ,' 1~`C`- r r--,..r ~.e ~:'~0 , ~~ 'I:, ~ ,)r), '1 r:, ni ..ll CS . ~:Sr . cis http://phx.corporate-ir.net/phoenix.zhtml?c=124298&p=irol-dividends 1/22/2008 ~ - _ • • • -n .-~ !r ~ ~~ ~ Q. ~ ~ ~ a ,~ ~ ,~7~~ J ~ - ~ Q f7 ~ O N 3 O Q m o _~__- ._ O fD 7~ O ~ Q -., o ~ = '~ J r~ J~ C~. 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N.J. - October 2G; l..(JC7 -The Beard of Directors of hioneyvv~e!! (NYSE: Ht~N; has declared a regular quarts:riy dividend of 50.25 per share on the company's outstanding common stock. The dividend is o ayable on Ctecernber 10, 2GC~7 to shareawners of retard at the claw of business on Novemher 20, 2Gt~i. Honeywell inter~?ationa! is a $34 billion diversified technotagy and rnanufacturir:.g leader, serving customers 1"far db`J!Ci;? Witt"I :zGrOS[jc~Ce l,rodilcts and ServiC~s; Gantrpl techrrolagles for brriidings. homes and industry; autc•rr?zY.E~:e pros cots: tri;bocl?<~raers; ar,d specialty materials. E3ased in tv7orris Townshif:: N.J., Hon~yvrell`s shs;res are traded an the Ne:-v York, t_ondan grid Chicago Stock Exchanges. It rs one of tl,e 30 stacks that make up the Do+.~~ Janes ir!d~,striat ~,ver•age ar?d is else a carnpcnent cf the Standard ~ Paor's SGrM lndwx. Fcr additional i,?fo%m:~tia~7 pie use visit ww~•+.~.!~or?ESy+E,;eli carr?. This release ::antains L'crtairt statements that n7ay be deemed "farLVard-leaking statements" wiihin the r-rear7ing of Section 2 ~ E ~.;` the Securities Exchange Act of 1934. All statements, ether than statements of historical fact, that add?'ASS aCtiVltieS, el'entS Or de Ve!apn3WntS that vre ar our nEanagement Intends. expects, prolugts, br:lreves or anticp7tes will cr may occur in the future are for:yard-(aeking statements. Such statements are based upon certain assunrptic;~;s grid :ssessn?tints ,x?ade by orr managerr?tint r? light of their experience and their E;erception of histancai trend=, current canditor:s, expected future deuc!apr~rents ar?d other factors they b liave to be appropriate. The faryvard-looking statements inctr:ded in ;his release are also sirbeat to a nurrrber c` !nateriai risks and uncertainties, including but not limited to econcn~ic. competitive: gavernrnental, and t+wchnological factors affecting our opr~raticns; markets, products, sereices grid prices. Such fenvard-!aokir:~ staie:~?ents are not cluarantees of future performanr_e. and actual results; deveiapn~ents and bUSineSS decisions rray difi'er from those env sages F,y such fcr:~vard-locking statements. Media: Robert G. Fens ',~'r3i 4;iJ-338G rai3.ferrl5 i~shan2 y4Vel.agm ]nvestor Relaticjns: Murray Grainger ';~i3j 45~-222 r?7urr;~y.gr<~ingE;r;a~har?ey;w~c: tom -~ Back to Top http://www.honeywell.com/sites/portal?smap=honeywell&page=pressrel_detail&theme=T... 1 /22/2008 ~• ~ ~ , 0 0 ., ~~ ~ v ~ =. ~• M n ~~ V~ ~~ ~"t O C n~- Q.. `3 N N N O O 00 ~ C3 fD --. - - O irl ~ ?1 1~ ~ '7 ~; _l _r: (~ tr ~ C~ h ~ '' ~ ,', ~ ~ =i 'v'i ~ t} b ~ ~ ~ O ~ a ., ~ ~ ~ ~ ~ .,, ;~ , r r r M ~ ;n ... ~ r 4 T ~ T ~ u, ~ .,~ ~ to u - ^s ~ J ~ ~ ~ -. ~ ~ ~ _ ~ti . w : R! r,t, "{ ~ ry ~ {~ fn ~J (7 V7 f"': ;~~ v -o -- ~: ~~ J y Vs ~ ~ r7 n. ~ ~' to 'G .~ .. ~"' it _ ri.. C7. ~. CG. ~- ~ f!f a u `~ ~ `-- J 1 3 c ..; . j y c rr 9p~ l ~ ;~ r' ~ ~ ~ ~ C7 , ~" C~ L iJ1 Yi C3 ~'= ~. C~ =*. t;3 r'! _' ~~ . ~ 'J7 ~ : ; _ (,') v~ , -z o ~; 1 .{ `~~ ~-; ~: ~ fC ~ ` _, r,- - l.V ~J l(J ~.j . ti~ A t. G; ^ ~ t~3 W :J '~ O] n ~ ~ "' : V l~ r.. a LJi ~: ` O v C' v; i ~4`} Internatr<onal Paper ! Pdews Release Page 1 of 1 1 ~ ~~, L` ~~ ~ ~;Irse Vvrindctiv News Release lnterrtatiQr~al Paper Decia~~es Dividends N3Efv1PHIS, Tenn... fat. ~ 'PRNetilsvrire-FirstCa!i/ -- Internaticna! Paper (NYSE: IP} today declare:~ a regular quarterly dividend of Sg.25 par share for the pen;;d from Cict t ~GO7. to t~ec. 31, 2QC~7, inclusive, an its common stock. This dividend is payable on Dec. 14, 2CO7: to hc!ders of record at the case of business on Nov 15. LOOT. !Care: htp ~:YvL+rtir nW;~veccrr cam!cgi-bir:.fprnhr2bC2U%r'i1'IPt_C)GO) l e ay the can~pany also declared a regular quarterly dividend of $1 per share for the period from Clc ", 25r,}r , to C7er, 31: X00', inclusive, on its preferred stack. This dividend is aso ^ayabie on Dec. 1 , 2047, to holders of record at the Close Ot b~JS1r1eSS On Nov. 15, 2OrJ'. About Internatianal Paper International Paper ,NYSE: IP?, four;ded in iu:i8, is a global uncoated paper and packaging company with primary markets and mar:r`aetiuir,g aperatiors in Nc;rth Arner~ca. Imurope: f;:ussi:x. Latin America, Asia anti Narth Africa. Its uncoated papers and packaging businesses are cam;:;!emenked b}, xpedx, North An?enca's largest ds+,r3butor of printing papers and graphics supplies and equipment. t'leadquartered in the United 5t~tes. International Paper amp:ays approximately 54,GOO people in more than 20 countries, and serues customers work~Ewide. Annual sales are abLut Y22 bii!ian. International Paper ~=artr?ors Lvith custorn~;rs and errvircnr7'{enal, academic, civic and a:sverrtn~ental organizations, as we:i! as lanii'v~VnErs arld harvesting profeSSiortals, to enr,;>itrage resror:sible forest stewardshi;~ improve the health ar,d producfivity of forest!ar:ds and increase re;;overy c~f Our rec;yc!able products. The company has along-standing policy of using no ulcod front endangered forests. To learn more about Internatior:.aE Paper, its products and commitment to eccnerTt~c. soOal and environr7tental sustainab!Iry, visik t~vv~aw.!nternatiorralpaper.com. http://investor.internationalpaper.com!phoenix.zhtml?c=73062&p=irol-newsArticle~rint&ID=1060478&... 1 /22/2008 ' ~~ ~~ 3 ° _ ~' , ,r, i ~ r ~-r ~ ~ ~ ~ T ~ ~~' ;~ r ~' ' ~ - ~ ~ p -~ c t~ - ? - ~ ~ ~ ~ ~ ~ CiTi ~ ~ ' r v J. 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Cll ~ O O p O O O N O O O N , , ~- ~ O O O V ~ ¢ r'' "2 O O O O O O O O O -~ ~ .Ji w w w w w w w ~ ~ Ja ~, ~ • O O W o V ~n ~I u~ V ui V r r r ~.... cn cn ~n ~n ~ ~ ~ ~ rn ~ ~ ~ ~ ~ ~ ~ ~ ~ ~n C ~n ~n in ~ ~n ~ ~ lQ ~ lfl m lQ ~ ~ .. ~ ~ C_ C C C C ~ lL] --~. ~ Dl ~ d ~ a a o, ~ n, o, a a fl, ` r _. d ~ n n (7 a ~ ~ ~ to vii ~ ~ ~ o i n i ~ ~ ;~ ~ - ~ ~ ~ ~ N ~ N ~ ~ ~ ~ ~ ,/M Sc t~'~`~ ~``- r3 ~~ ~~ N N N O O .~ (D 7 ~s .. fD ,,,~ . -s ~ ~_~~ ~' 'G ~ ~ ~ ., O ~ s.~; a ` pit ~ sp . ~ f a Ln T -; Q ~rt: ~. c '~ ;~ n t n~. ~ ~';~~; to F .' ~ t ~- ra ~' ;' -'::1 Marathon Oil Corporation -Investor Relations -Dividend History ", MARJ1TWt1H DIVIDEND HISTORY Page 1 of 2 Print Page Close Window Record Payable Amount Type 11/21/07 12/10/07 $.24 Re~,~ular Cash 08/16/07 09/10/07 $.24 Regular Cash 05/23/07 06/18/07 N/A 2-for-1 Stock Split 05/16/07 06/11/07 $.48 Regular Cash 02/21/07 03/12/07 $.40 Regular Cash 11/16/06 12/11/06 $.40 Regular Cash 08/16/06 09/11,/06 $.40 Regular Cash 05/17/06 06/12/06 $.40 Regular Cash 02/16/06 03/10/06 $.33 Regular Cash 11/16/05 12/12/05 $.33 Regular Cash 08/17/05 09/12/05 $,33 ReqularCash 05/18/05 06/10/05 $.28 Regular Cash 02/16/05 03/10/05 $.28 Regular Cash 11/17/04 12/10/04 $.28 Regiular Cash 08/18/04 09/10/04 $.25 Regular Cash 05/19/04 06/10/04 $.25 Regular Cash 02/18/04 03/10/04 $.25 Regular Cash 11/19/03 12/10/03 $.25 Regular Cash 08/20/03 09/10/03 $.25 Regular Cash 05/21/03 06/10/03 $.23 Regular Cash 02/19/03 03/10/03 $.23 Regular Cash 11/20/02 12/10/02 $.23 Regular Cash 08/21/02 09/10/02 $,23 Regular Cash 05/16/02 06/10/02 $.23 Regular Cash 02/20/02 03/09/02 $.23 Regular Cash 11/21/01 12/10/01 $.23 Regular Cash 08/18/01 09/10/01 $.23 Regular Cash 05/16/01 06/09/01 $.23 Regular Cash 02/21/01 03/10/01 $.23 Regular Cash 11/16/00 12/09/00 $,23 Regular Cash 08/16/00 09/09/00 $.23 Regular Cash 05/17/00 06/10/00 $.21 Regular Cash 02/16/00 03/10/00 $.21 Regular Cash 11/17/99 12/10/99 $.21 Reguilar Cash 08/18/99 09/10/99 $.21 Regular Cash 05/19/99 06/10/99 $.21 Regular Cash 02/17/99 03/10/99 $.21 Regular Cash http://phx.corporate-ir.net/phoenix.zhtml?c=84278&p=irol-dividends~f 1 /22/2008 St MEMBERS 1St FEDERALCREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner- CHECKING ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697-1161 =~ c l~ ct., ~, r 13067-00 02/03/1972 $27.87 $.00 $27.87 None 13067-11 03/16/1992 $32,771.79 $2.95 $32,774.74 None INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 13067-OS 01 /02/1991 $3,553.13 $4.63 $3,557.76 None M MBERS 15T FEDERAL CREDIT UNION ~C~ ~~~1~ ~ - ~Q~~. Danielle A. Kline Insurance Services Specialist January 15, 2008 Estate of: RHUEYEBELLE SMIALEK Date of Death; November 25, 2007 Social Security Number: 162-22-3659 5000 Louise Drive P.O. I3ox 40 Mechanicsburg, Pennsylvania 17055 (1300) 283-2328 wwwnlemberslst.org Department of the Treasury Inteernal Re~enu Service Antlover, MA 0501-0025 Rhueyebelle J Smialek Decd Susan Broy 935 Willcliff Dr Mechanicsburg, PA 17050-7625 Notice Date: May 19, 2008 Notice Number: CP 1378 Taxpayer Identification Number: Primary: XXX-XX-3659 For assistance, you may call: 1-~Bfifi-234-2942 Understanding Your Economic Stimulus Payment Please keep a copy of this notice for your records. Dear Taxpayer: Your Economic Stimulus Payment You are entitled to an economic stimulus payment of $600.00 as provided by the Economic Stimulus Act of 2008. You can expect your payment by 5116/08. If yc>u 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 2008 federal income tax return. If you receive any federal benefits or federally financed benefits, those benefits generally will not be affected by any stimulus payment you receive. What You Need To Do 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 deFiosit your stimulus payment into the same bank account. If not, your stimulus payment check will 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 you. How We Calculated Your Payment 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. For general information, tax forms, and publications or to view "Where is My Stimulus Payment'; visit www.irs.gov www.irs.gov Catalog Number 51256M Notice 1375 (5-2008) ~..ommonwealth of t'ennsylvalnia 000229 85 57444161 Remittance Advice Acct,. Purchase Order Invoice Invoice Control Number Number Payment Date Number Amount WE ARE PRESENTING THIS CHECK FOR YOUR UNCLAIMED PROPERTY, CLAIM #100055020 0 0 05105!2008 100055020 $94.36 F ---}-k ~-~ ~n r ~.~ ..~~ ~~ s ~~ ~..~ .~.~~ ~~- ~~ > .~~ . ~~ ~~. > ~~• ~ ~~' ~ ~~.. IF YOU HAVE ANY QUESTIONS CONCERNING THIS PAYMENT CALL 1-800-222-2046 bETACH CHEC AOTtPERFORAr T ONt AmOUllt - $JQ,36 ., ~ - ~40 Department of the Treas -Internal Revenue Service U.S. Individual Income Tax Return Label For the year Jan. t-Dec. 37, 2007, or other tax y Use the ~ IRS A - Iabe1, s RHUEYEBELLE J other- ~ SMIALEK wise, N o C/O SUSAN BROY please R 935 WILCLIFF DRIVE print E or type. MECHANICSBURG PA 17055 Presidential Filing Status Check only one box. Exemptions If more than tour depen dents, see instructions. (1} First name Income 7AA~~ 1 2 3 rvv( beginning IRS Use Only -- Do not write or staple in this s 2007, ~anding _ - ~ 20 OMB No. 1545-0074 Your social security number 162-22-3659 Spouse's social security no. . You must enter your SSN(s) above. • Check here if you, or your spouse if Ellin Checking a box below will not g jointly, want $3 to go to this lund (see instructions nchange your tax or refund. Single - ) - I I You n Spouse Married filing jointly (even if only one had income) 4 HE ~~+ ~ h""'enolo (with ualr rn Married filing separately. Enter spouse's SSN above q ~ g person), (See inst.) If qualifying person is a child but not your dependent, enter and full name here. - chiild's name here. - 6a b c: Yourself. If someone can claim you as a de endent, do not Qh allfymg widow(er) wit dhwit epE Spouse •,.,, ck box 6a,• ......... ........... ......................... Dependents: ... . Last name (2) Dependent's (3) Dependent's social security number relationship to f(x )9 cnigd nt child (see inst.) Boxes checked on 6a and 6b 1 No, of children on sc who: • lived with you ~ did not live with you due to divorce or separation (see inst.) -~- Dependents on 6c not entered above d Total numbs f r r 0 Cxem eons claimed , , , Wages, salaries, ti s, • ' ' ' " ' ' ' • • • -1--- I - I -- Add numbers on p etc. Attach Form(s) W-2 ~ ~ • ~ ~ • lines above - ]- Attach Form(s) 8a Taxable interest. Attach Schedule B if required - ... W-2 here. Also b Tax-exempt interest. Do not include on line 8a ... , , • , 8b • . , . • ............. attach Forms 9a Ordinary dividends Att as 104 W-2G and 1099-R If tax . ach Schedule B if required ... • , ....... ..... b Qualified dividends (see instructions) ~ ~ ....... 9a ~ was withheld. . , . , • ... i o .... Taxable refunds, credits, or offsets of state and local income t 4 ~ 63 9 1 Ali 4 , 8 5 3 > <:>: "` mony received .. • axes (see instructio • .... ) ... "" 10 .. ......... 12 Business income or (loss). Attach Schedule C or C-EZ , , ~ • 13 .......... Capital gain or (los 11 If you did not get a W-2 iq g •••••• s). Attach Schedule D if required, If not required, check here, , , Other ains or (losses). Attach Form 4797 - ~ 12 13 see instructions ...... . 15a i!RA distributions ... isa ~•~•~•'•""'••••••••• ' 2 4 , 817 . ,....... 16a Pensions and annuities 168 b Taxahle amount 14 Enclose, but do not attach any 17 ........... Rental real estate, royalties, partnerships, S corporations, trussTetc.lAttach Schedule E 1g Farm income or (loss). Attach Schedul 15b 16b 3 5 , 82 7 , PaYrnent. Also, .. . e F • . , , , 19 Unemployment compensation . , • ~ • • ~ • ' ' ' ' ' ' .................. 17 18 please use Form 1040-V .. 20a Social security benefits ~ 20a 21 4,780• •~•~~~•~""""'••••'•• Oth ~ b is . er income. Taxable amount (see inst.) 20b 22 Add the amounts in the far ri ht column for li - 4 ~ 0 63 21 Adjusted --__ 23 nes 7 throw h 21. This is our total Income - Educator expenses (see instructions) 22 Gross Y4 ............. 23 Certain business expenses of reservists, performing arti -__ t d 69, 664 Income s an s, fee-basis government officials. Attacn Form 2tosiztos-EZ 2q 25 Health savings account ded uction. Attach Form 8889 , 25 26 Moving expenses. Attach Fo rm 3903. 27 One-half of self-employment tax. Attach Schedule SE • • 26 28 27 - Self-employed SEP, SIMPLE, and qualified plans 29 , , • . Self-employed health insurance deduction tree instructions) 49 30 Penalty on early withd rawal of savings , • • • , 31a Alimony paid b Recipient's SSN - ' ' ' • ' ' ' ' • 30 31a 32 IRA deduction (see instructions) , . • 33 Student loan interest deduction (see instructions} , • • ' 32 i 34 Tuition and fees ded ~ • ' • 33 uction. Attach Form 8977• • 35 Domestic production ~ `- activities ded. Attach Form 8903 _ •••. 35 ~' 36 Add lines 23 through 31a and 32 through 35 37 For Disclosure, Pri . ...................... 36 vacy gct,band Pa ross Income ~ ~ • • ~ • h 0 JvA 07 10401 • , , , p rwork Reduc lon Act NoUcetlsee Ins tructlons. ~•-' ' ' - 37 7WF 2ta60 Copyright Forms Soft I 6 9 , 664 ware Onl y) -zoo? Tw Form 1 U4U (2007) ~ r ~ ,~ Tax na j 8~ Credits Amount from line b,1zAL'EK 1 39a Check 37 (ad'uste 62 - 2 2 - 3 65 9 S~ndard ~ d gross inco Deduction t1: You were born before me)' ' ' ' ' for -_ b Spouse January 2, yyg3, • . ' It your spouse itemizes o" awaS born betOre Blind. . oheckeld who 40 Itemize e January 2, yg43, ~ TotiU boxes d deductions Parate return or you were BIInd~ Che~;ked r lane 39a orn 41 Subtract line 40 (from Schedule a dual-status alien, see inst. and , - 39a C 39b or who 42 !f fine from tine 38 A) °f your stan ~•heck here can be 38 is $y y 7 • ... , , lard deduction - 39b claimed as line 6d. If Tine '300 or less, multi I ~ • ' ' • • • (see le p Y $3,400 b tt m 38 is ~9tn) ... , dependent, 43 T over $yy7,300, Y the total . ~ . ~ • • ~ • ' ' ' ' see inst. axable Inc ~ CheCbtract line 4y number of • ~ • ' ' ' 44 See the worksheet in the ins exemptions claimeq o • •All others: 45 Tax (See inst. , q2 from fine t-uctions n Alternative k It any tax is from: If line 42 is ' ' Single or 46 minlmu more than line 4y enter -p_ ~ ' Married Add tines 4q m tax (See instru a ^ FOfm(s) ee,q b 47 and q5 ctions). gttach ^ FOrm 4 • . filing Credit for ' ' • • • Form 6251 972 c ^ F°rm • • • • • separatel , 48 child & dependent ' ........... .. , , (s) seas $5,350 y Credit for the elderl care expenses, gttach Form 49 Educatio y °r the disable • • Married n credits, d• Attach Sch 244y 47 ~ ~ - filing SO Residential e Attach Form 8863 edule R • Qual~ or 5f Foreign tax credigY credits, gttach Form 5695 49 ti._ widow Ing 52 Child to Attach Form yyye . • ' ' ' $y 0, 700er), x credit 1t required , . ' ' S0 ~--~ 53 RetiremE;nt (See instructions). Attach F ' ' ' ' ' • 51 54 savings contributions °fm 890y if re Head of Credits fro ~ ~ credit, quired household, 55 m' °.~ ! Attach Form 52 $7,850 Othercredits; a Form 8396 b 8880 • 56 Form Form 8859 53 ~~ Add lines 47 t 3800 b c Form 8839 57 hrough 55. Form eao, 54 Other Subtract line These are c Form 58 Self-e 56 from line 46. If fine 86 s total credits ,~"- 55 TaX@S S9 Unre mploYment tax, gttach Schedule more than line 46, enter -0_ 60 ported social sec SE ... ....... . • Additional t only and Medicare ~ ' • ' S6 61 ~ on IRAs, other tax from: a .. ' ..... .. -'-~ - 57 Advance earned ~ qualified retire ^ Form gy37 • ' ' ' ' ' ' S8 62 tncome cre ment plans, etc. Attach F b ^Form 89yg Household dtt payments from Fo E mployrnent taxes. rm(s) W_2 orm 5329 if re 59 Attach Schedule Fi , box 9 . , quired . , 60 63 Add lit ne 5 ihrou ~ . • • • • • • Payments s4 Feder gh 62. This is • .. ~ • • ' ' ' • ~ st al income tax w't Your total tax 62 ~65 1 If you have a 2007 estimated l hheld front Forms ' ' • • ~-~ qualifying 66a Earne tax payments & W-2 and y099 • • ~ ' ' ~~• =hild, attach d Income credit amt' applied from ' ' • s4 ' ' ' ' • - 63 iched b Nontaxable comb (EIC) • . • „ • 2006 return El r 712 1, 2 73 ule EIC, s7 at pay election - , • ~ 65 ORNI Excess socials ssb ' ' • • ssa 1099 68 Addition ecurity and liar y RRT -~ al child tax credit. Attac A tax withheld 69 Amount paid h For (see inst.) with re m 88y2 • 67';:.: 7o Payments fro quest for extension to ~ • ~ ' ' ' 7y file ' ' ' • 68 Refundable cred~t~tora ^Form 2439 b (See instructions) s9 ^Form 47 C ^ 72 Prior year 36 Add lines r3q minimum t FOfm 8885 fund 73 ax from Form aeo,, 70 If line 7 65' ssa' and 67 thro line 27 ct 74a 2 is more than line 63 ugh 7y.These are ~ ' ' ' 7t sit? Amount of line 73 'subtract lines Your tota- payments , , inst. - Routin 3 from line 7 • `ill in 74b, b You want refunded to 2 This is the ' ' ' g no. 3 1 You. If For amount - 72 .. and 74d - d Account no. 3 8 m 8888 is You overpaid . • 712 rm 8888. 7 '7 7 2 2 4 1 attached, check here. , . 73 75 Amt. of line 73 3 8 r unt 4 7s you want a 2 0 4 8 3 -° Type' Checking ~~ ^ 74a 7 r 4 3 9 Owe 77 A^7OUnt pplled to Savings 7 r 4 3 9 yOy °we. Subtrac Y°ur 2008 estl Estimateq t t line 72 tro Meted tax - 75 Patty Do you want to ~ penal (see instructions m line 63. For details o Inee Designee' allow BnOtf1@r ) . n hOW t0 :'z name 5 -pREP~E person to ' ' ' ' ' • .. , pay, see instructions ' ~nderpt(uetiesotpefur R discuss this return ~ n - thevare j l wnh the 1-~S 76... urn? Your si' correct, and compjAte pat 1 have exa Po one - (see instruetions)p . u gnature eclaration mined this Ct10nS. °t pre return y'e5. ~~ Parer and ac Pers CO..... (other com onali m l ppy than taxpa Panyingsche ^umber pdentiticatio p ate the f011 Yer)isbasedonulesandstate IN " owing.~~..~~,......,..No~~~ Spouse's si9natur Date all information otn is and to'r't ~~ - e' l t a joint return, both Your occupation which preParebhas a mY k"Owls must sign. Date ETIRED ^yknowledgeeandbeliet, Preparer's Daytlrrte phone Signature / Spouse's occupation number is Y Firm's name o Date .^. r 0 u it Y r s _ s E el f e • R m O I o N N P.. p e A c d v L n D e ), c a k 1 d H t dr Z e s 3 X s O 3 ,& r Z s _ 1 S e P e r I O t P a • c -~ r U p e e ode TH WATER ' C, m to ed rs SSN or PT1N to4o2 rwFZ,4s, H~1`'IELST 'STREET CopyyghTForms O EIN 25-18193 8-0208 (sdttware onWN PA 17 0 3 6 - 2 312 Phone no, ~ 6 Y) - 2007 TW 717-56E; - -70'T6