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HomeMy WebLinkAbout08-15-0815056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes Caunty Code Year Fife Number Po eox 2sosol INHERITANCE TAX RETURN Harrisburg, PA 1712&0601 RESIDENT DECEDEN'T' 07 00527 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 021-26-6053 05/16/2008 07/34/1932 Decedent's Last Name Suffix Decedent's First Name MI Phelps Laura A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW • 1. Original Return 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-82} 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Retum Required death after 12-12-82} • 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 7 8. Total Number of Safe Deposit Boxers (Attach Copy of Wi11) (Attach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number David Phelps (678) 358-8260 ~~..~ Firm Name (If Applicable) ~-~ ``~~ REGISTER UF:WtL~ USE ON1 Executor , r-. ~ ~ _ ~? G': First line of address ~-~ j-, r _ .._ -Y, 5102 Staplehurst Lane -. ,':' ~~ ~' Second line of address -~'_; ; ''~- .~. ~ City or Post Office State ZIP Code DATE FiLED ~ n ~p Woodstock GA 30189 Correspondent's a-mail address: dphelpS770QyahoO.COm Under peni)jj(es of perjury, I dedare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, k is t~; 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 DA E 4" - -~ ~..~_-~_--~ ~~ `tr ~ ADDRESS-~-^'' ~- -- -------------.. -.-.----- 5102 Staplehurst Lane, Woodstock, GA 30189 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS - -- - - - _ -- - -. -. - - - - PLEASE USE ORIGINAL FORM OTiLY Side 1 15056051058 15056051058 ~V J 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: Laura A Phelps 021-26-6053 RECAPITULATION 1. Real estate (Schedule A) ........................................... .. 1. 172,000.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 165,920.89 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. 43,071.06 6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. 1,566.77 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 382,558.72 9. Funeral Expenses 8 AdminisVative Costs (Schedule H) ................... .. 9. 4$,946.$9 10. Debts of Decedent, Mortgage Liabilities, R Liens (Schedule I) .............. .. 10. 19,621.96 11. Total Deductions (total Lines 9 ~ 10) ................................. .. 11. 6$,568.85 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 313,9$9.87 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... . 14. 313,989.87 TAX COMPUTATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 313,989.87 is. 14,129.54 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 1s. rAx DuE ........................................................ . 1s. 14,129.54 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ 15056052059 Side 2 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: 07 00527 DECEDENT'S NAME DECEDENT'S SQCIAL SECURITY NUMBER Laura A Phelps 021-26-6053 STREET ADDRESS 1512 Chatham Road _ _-____--___ __---- ------------ STATE _ZIP.__-- CITY - -- --- -- -- Camp Hill ~ PA I 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 14,129.54 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 15,603.00 ---- C. Discount 743.64 - - Total Credits (A + B + C) (2) 16,346.64 3. InteresUPenalty if applicable D. Interest -.- --- E. Penalty -- _ Total Interest/Penalty (D + E) (3) 4. ff Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 2,217.10 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 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 :..................................................................................... ..... ^ b, retain the right to designate who shall use the property transferred or its income : ....................................... ..... ^ c. retain a reversionary interest; or ..................................................................................................................... ..... ^ d, receive the promise for life of either payments, benefits or care? ................................................................. ..... ^ 2, If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................... .............................................................................. ^ ..... 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ......... ..... ^ Q 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............. ~ ^ IF THE ANSWER TO ANY OF THE ABOVE 4UESTIONS {S 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 zeta (O) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent (72 P.S. §9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's Pineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J, The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)J. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. PA Inheritance Tax Return SCHEDULE A REAL ESTATE Estate of Laura A. Phelps File 2007-00527 Item Number Description Value at Date of Death 1512 Chatham Road, Camp Hilt, PA 17011 -Personal Residence $172,000.00 TOTAL $172,000.00 PA Inheritance Tax Return SCHEDULE 8 STOCKS ~ BONDS Estate of Laura A. Phelps File 2007-00527 Item Number Description Value at Date of Death 1 US Savings Sond (K102307015EE) $56.10 2 10 shares Comcast (CCZ) @ $26.71 per share $267.10 3 600 shares Duke Energy (DUK) @ $20.46 per share $12,276.00 4 305.2278 shares Spectra Energy (SE) @ $26.32 per share $8,033.60 5 30 shares Idearc (IAR) @ $36.90 per share $1,107.00 6 127.8746 shares American Electric Power (AEP) @ $49.80 per share $6,368.16 7 4.4682256 shares AT&T (T) @ $41.14 per share $183.82 8 100 shares Progress Energy (PGN) @ $52.53 per share $5,253.00 9 628.8370 shares Verizon Communications (VZ) @ $42.74 per share $26,876.49 10 244.2985 shares FPL (FPL) @ $65.60 per share $16,025.42 11 146.1966 shares Southern Company (SO) @$37.49 per share $5,480.91 12 33 shares Biopure Corporation @ $,53 per share $17.49 13 500 shares Corning Inc. @ $23.83 per share $11,915.00 14 4.11 shares Five Star Quality Inc. @ $7.71 per share $;31.69 15 500 shares Intel Corporation @ $22.18 per share $11,090.00 16 2 shares interstate Hotels @ $5.74 per share $11.48 17 200 shares Micron Tech Corp @ $12.14 per share $2,428.00 18 200 shares Nokia Corporation @ $26.66 per share $5,332.00 19 68 shares Stanwood Hotels @ $69.56 per share $4,7:10.08 20 600 shares UGI Corp @ $28.51 per share $17,106.00 21 118 shares Respol Int'I Capital @ $25.40 per share $2,997.20 22 106 shares Crescent RE{T @ $20.37 per share $2,159.22 23 136 shares Equity Residential REIT @ $47.01 per share $6,393.36 24 211 shares HRPT PPTYS TR COM @ $11.50 per share $2,4L:6.50 25 41 shares HOST Hotels & Resorts @ $24.27 per share $995.07 26 21 shares Senior HSG PPTY @ $22.53 per share $473.13 27 99 shares Simon Property Group @ $106.67 per share $10,560.33 28 101 shares Coca-Cola @ $52.74 per share $5,326.74 TOTAL 5165,920.89 PA Inheritance Tax Return SCHEDULE E CASH, BANK DEPOSITS, r~ MISC. PERSONAL PROPERTY Estate of Laura A. Phelps File 2007-00527 Item Number Description Value at Date of Death 1 1998 Honda Accord LX (Miles 32K) $6,300.00 2 Bankers Life -refunded insurance premiumlunused $130.11 3 Erie Insurance -refunded insurance premiumlunused $45.00 4 2006 federal income tax refund $580.00 5 Cingular Cell Phone -credit balance $7.05 6 Miscellaneous Personal Property $2,000.00 7 2008 federal stimulus tax payment $300.00 8 Heritage Municipal Cash (Raymond James) $33,684.90 9 Yankee Publishing Refund $24.00 TOTAL $43,071.06 PA Inheritance Tax Return SCHEDULE F JOINTLY-OWNED PROPERTY Estate of Laura A. Phelps File 2007-00527 Surviving Joint Tenant Name A. Leslee Replogle, 1187 Kingsley Road, Camp Hill, PA 17011 -Daughter Item Letter Date Value at °I° of Dec'd's Dec'd's Value at Number for JT Made Description Date of Death Interest Date of Death A. Jul-02 M&T Bank -Checking Account $1,979.30 50% $989.65 A. Jul-02 M&T Bank -Savings Account $1,154.23 50% $577.12 TOTAL $1,566.77 PA Inheritance Tax Return SCHEDULE G INTER-VIOS TRANSFERS & MISC. NON-PROBATE PROPERTY Estate of Laura A. Phelps File 2007-00527 °!o of Decd's Taxable Item Number Description Value at Date of Death Interest Exclusion Value Raymond James IRA $164,617.74 100% 100% $0.00 TOTAL x0.00 PA Inheritance Tax Return SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Estate of Laura A. Phelps File 2007-00527 Item Number Description Value at Date of Death FUNERAL EXPENSES: 1 Parthemore's Funeral Home -burial arrangements $10,519.61 2 Camp Hill United Methodist Church -luncheon following services $150.00 3 Rolling Green Cemetery -grave opening $1,195.00 4 Gingerich Memorials -grave marker $250.00 6 Radisson Hotel -housing cost for immediate family for funeral weekend $515.16 7 Boscov's Dept. Store -clothing for funeral $395.31 2 ATTORNEY FEES: US Legal & Socrates -online contract forms for real estate contract forms $120.;'5 4 PROBATE FEES: Register of Wills (Cumberland County) -estate opening fees $350.00 Register of Wills (Cumberland County) -filing fees for tax return $15.00 Register of Wills (Cumberland County) -additional short certificates $80.00 Patriot News -estate notice (advertising) $264.44 7 MICS. EXPENSES Crescent Bank -wire transfer fees (2 @ $15 each) $30.00 Kim Armistead -reimburse for Fedex cost of auto title to PA $25.20 Nancy Bolz -reimburse for mulch @ 1512 Chatham house $120.81 Michelle Hickoff -power washing, house cleaning & tree removal @ 1512 Chatham house $600.00 Scott Snyder -painting interior @ 1512 Chatham house $7,380.00 J. Wieman Services -lawn cutting @ 1512 Chatham house $40.00 TruGreen -weed control @ 1512 Chatham house $32.28 Ehrlich -termite certificate @ 1512 Chatham house $74.51 Johnson Maintenance -lawn cutting, leaves and snow removal @ 1512 Chatham house $235.00 Mike Hakes -handyman repairs @ 1512 Chatham house $322.04 Eric Insurance -homeowner's insurance premium $204.00 Sandman -refinished floors $2,995.00 Joe's Tree Service -removal of two tree's, stumps and brush removal $1,325.00 US Post Office -postage expense $105.81 Patriot News -open house advertisement $141.59 Donegal Insurance -homeowners premium $704.0(1 Bonnie Miller -real estate taxes (1512 Chatham house) $3,250.0() PA Water Company -water service @ 1512 Chatham house $330.85 Gomcast Gable -cable service @ 1512 Chatham house $71.04 Lower Allen Township -sewer and trash @ 1512 Chatham house $318.00 Verizon Communication -phone service @ at 1512 house $2gg.47 PP&L -electric service @ 1512 Chatham house $1,043.61 UGI -gas service @ 1512 Chatham house $1,020.19 M&T Bank fees $18.00 Commerce Bank -home equity loan (interest only) $1,786.02 GOT JUNK -junk removal from 1512 Chatham house $1,285.00 Storage Depot -temporary storage of 1512 Chatham house items $121.76 FedEx Kinkos -computer rental $8.12 Tolls PA turnpike $20.75 Various vendors -cleaning and general supplies for 1512 Chatham house $244.72 Various vendors -food exp. during trips to PA for house cleaning & maintenance $2,347.15 Various vendors -fuel exp. for car rental during trips to PA for house cleaning & maintenance $1,195.74 Various vendors -car and van rental for trips to PA for house cleaning & maintenance $1,848.95 Various vendors -air travel to funeral and trips to PA for house Leaning/maintenance $1,577.12 Various vendors -hotel for trips to PA for house cleaning/maintenance $469.26 Various vendors -airport parking during trips to PA for house cleaninglmain $113.00 David Phelps (mileage reimbursement) JUL 08 trip to PA for house main $841.23 Raymond James -commission to sell stock in retirement account to liquidate $631.18 Raymond James -commission to sell stock in investment account to liquidate $1,743.62 Computershare -commission to sell stock thti transfer agent $171.60 TOTAL $48,846.89 PA Inheritance Tax Return SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Estate of Laura A. Phelps Fife 2007-00527 Item Number Description Value at Date of Death 1 Commerce Bank -home equity loan $18,266.86 2 LL Bean VISA credit card balance $442.35 3 Quantum Imaging -medical bill from 01/2007 $105.75 4 2007 federal income tax due $7.00 5 2007 state income tax due $391.12 6 Verizon Communications $148.68 7 PA Water Company $30.62 8 PP&L $82.00 9 Comcast Cable $49.58 10 UGI $98.00 TOTAL $19, 621.96 PA Inheritance Tax Return SCHEDULE) BENEFICIARIES Estate of Laura A. Phelps File 2007-00527 Share NUMBER Name 8 Address of Person Receiving Property Relationship to Decd of Estate Leslee Replogle, 1187 Kingsley Road, Camp Hill, PA 17011 Daughter 33.33% David Phelps, 5102 Staplehurst Lane, Woodstock, GA 30189 Son 33.33% Jonathan Phelps, 1191 George Carter Road, PO Box 649, Beckett, MA 01223 Son 33.33% REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No . 2007- 00527 Estate Of : LAURA A PHELPS PA No . 21- 07- 0527 (First, Middle, Last/ Late Of : LOWER ALLEN TOWNSHIP CUMBERLAND CDUNTY Deceased Social Security No: 021-26-6053 WHEREAS, on the 31st day of May 2007 an instrument dated April 1st 1998 was admitted to probate as the last will of LAURA A PHELPS (First, Middle, Last) late of LOWER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 16th day of May 2007 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: DA VlD C PHELPS who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANlA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of mY office on the 31st day of May 2007. * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT OF -~ LAURA A. PHELPS _ <_, ; KNOW ALL MEN BY THIS PRESENTS, that I, Laura A. Phelps, presently residing at 1512 Chatham Road, Camp Hili, PA, Cumberland County, Pennsylvania, do hereby make, declare, and publish this as my Last Will a.nd Testament, hereby revoking all former Wills and Codicils heretofore made by me at any time. PAYMENT OF EXPENSES I. Payment of Expenses: I direct that my Executor, hereinafter named, shall have the power, but not the duty, to pay all my just debts, expenses of my last illness and funeral expenses, from my estate as soon after my decease as shall be found convenient. GIFTS II. A. Personal and Household Effects: I bequeath my automobiles, household and personal effects -and other tangible personalty of like nature (not including cash or securities) together with any existing insurance thereon, to my children, per stirpes. I direct that the expense of packing, shipping, insuring and delivering any such property to a beneficiary entitled thereto shall be paid by my Executor as an administrative expense of my Estate. I intend to leave a memorandum setting forth suggestions as to the distribution of certain items and, while the memorandum is not to be legally binding, I hope the suggestions in it will be carried out. III. Residue: I give the residue of my Estate, real, personal, or mixed and of any nature whatsoever and wherever situated in equal shares to my children, per stirpes, but for any beneficiary who at the time of my death shall be under thirt;y- ~ ~~ -1- five (35) years of age, the share of such beneficiary shall be held by my Trustee, hereinafter named, IN TRUST, to keep it invested and to manage it for such beneficiary and to make distributions for the following uses and purposes: 1. During the beneficiary's lifetime: a) The net income from his/her trust shall be paid to him/her i.n quarterly or other convenient installments; b) As much of the principal of his/her trust as my Trustee may from time to time think advisable -taking into account funds available from other sources -for the health, support, maintenance or education of the beneficiary or any of his/her descendants either shall be paid to that person or shall be applied directly for those purposes. c) The beneficiary shall have the right to withdraw up to one-half of the principal of his/her trust after reaching twenty-five (25) years of age and the entire balance thereof at any time after reaching thirty- five (35) years of age. 2. At the beneficiary's death, any then remaining principal of his/her trust shall be paid: a) to or in trust for such one or more persons, organizations -- excepting only his/her estate, his/her creditors, and the creditors of his/her estate - on such terms as he/she may appoint by Will specifically referring to this Power of Appointment. In default of any appointment or insofar as any appointment is not effective; b) to his/her then living descendants, per stirpes; or in default of such descendants; c) to my then living descendants, per stirpes; or, in default of such descendants; d) to the persons who would be entitled to inherit from me under the Pennsylvania Intestate Law as if I had then died intestate, IV. Power of Appointment. No provision of this Will shall exercise any power of appointment I may have. ~~ y -2- FIDUCIARIES V. Executor: I hereby nominate, constitute and appoint my son, DAVID C. PHELPS, as Executor of this, my Last Will and Testament. In the event that he shall predecease me, or be unwilling or unable to act as Executor, then I nominate, constitute and appoint my daughter, LESLEE ANN REPLOGLE, as Executrix. VI. Resignation: Any individual Executor may resign at any time without court approval. VII. Trustee: I hereby nominate, constitute and appoint my son, DAVID C. PHELPS, as Trustee of any Trust created by this Will for my granddaughter, EMILY R. REPLOGLE. I hereby nominate, constitute and appoint my daughter-iri- law, DAWN E. PHELPS, as Trustee of any Trust created by this Will for my grandson, DAVID C. PHELPS, II. VIII. Bond: No Executor or Trustee appointed hereunder shall be required to give bond. ADMINISTRATIVE PROVISIONS IX. Beneficiaries Under 21 or Disabled: If any beneficiary becomes entitled to an outright distribution of income or principal and is (i) under the age of 21 years or (ii.) in the respective Trustee's opinion, disabled by illness or other cause and unable to properly manage the funds: A. Payments: As much of such income or principal as the Trustee may from time to time think desirable for that beneficiary either shall be paid to him or her or shall be applied for his or her benefit; and B. Balance: The balance of such income and principal -and the net income from those funds -shall be kept invested and managed as a separate Trust for that beneficiary, with the Trust funds paid to or for the beneficiary in accordance with the provisions of the preceding paragraph. When the beneficiary reaches the age of 21 or, in the Trustee's opinion, becomes free of disability, as the case may be, the balance shall be paid to the beneficiary. If he or she dies before that time, the balance shall be paid to his or her personal representative. Any funds to be applied under this article either shall be applied directly by the Trustee or shall be paid to a parent or guardian of the beneficiary or to any person or organization taking care of the beneficiary. Funds applied for minors may alsc~ include distribution to a custodian selected and. appointed by my Trustee under the ~r~ i ~ ~ r~ A `, V -3- Uniform Transfers to Minors Act of any state. The Trustee shall have no furthE~r responsibility for any funds so paid or applied. X. Protective Provisions: To the extent permitted by law, the interest of beneficiaries in principal or income shall not be subject to the claims of their creditors and others, nor to legal process, and shall not be voluntarily or involuntarily alienated or encumbered, except that nothing in this article shall preclude the assignment of all or any part of a beneficiary's interest to his or hE~r descendants. Further, exceptions may be made if my respective Trustee approves. XI. Early Ending of Trusts: The Trustee, at his/her discretion, may exhaust all of the principal and income in carrying out the purposes of the Trust herein created for which he or she has been appointed as Trustee and should the amount held i.n trust be or become so small as to make it impractical or economically unfeasible to continue holding any amount in trust, the Trustee may pay the total amount of said Trust directly to the beneficiary of such Trust. If any person is a minor or is, in my Trustee's opinion, disabled by illness or other cause and unable to properly manage the funds, my Trustee may pay the funds to his or her parent or guardian or to any person or organization taking cape of the person. In the case of a minor, my Trustee also may deposit the funds in a savings account in the minor's name payable to the minor at majority, or appoint and pay the funds to a custodian for the minor under the Uniform Transfers too Minors Act of any state. My Trustee shall have no further responsibility for any funds so paid or deposited. XII. Management Provisions: My Executor and Trustees shall have, in addition t;o the powers and authority conferred upon them by law, the following additional powers and authority: A. Se1ULease: To sell at public or private sale, exchange, lease, mortgage or pledge any property, real or personal, at any time, and upon such terms and conditions as they shall deem wise. B. Retain/Invest: To retain and to invest in all forms of real and personal property, including common trust funds, mutual funds and money market deposit accounts regardless of any limitations imposed by law on investments by executors or trustees, or any principle of law concerning investment diversification. C. Title to Property: To cause any security or other property which may constitute a portion of a Trust to be issued, held or registered in his own I -4- name, or in the name of a nominee, or in such form that title will pass by delivery. D. Capital Chan~e_s_: To consent to the reorganization, consolidation, readjustment of the financial structure, or sale of the assets of any corporation or other organization, the securities of which constitute a portion of a Trust or of my estate, and to take any action with reference to such securities which, in the opinion of the Trustee or Executor :is necessary to obtain the benefit of any such reorganization, consolidation, readjustment or sale; to exercise any conversion privilege or subscription right given to them as the owner of any securities constituting a portion of a Trust or of my Estate; to accept and hold as a portion of a Trust or of my Estate securities resulting from any reorganization, consolidation, readjustment, sale, conversion or subscription. E. Expense of Trust or Estate: To pay all costs, taxes, charges and expenses in connection with the administration of a Trust or of my Estate. F. Allocate: To determine what is "income" and what is "principal" hereunder, and their decision thereon shall be final; and to purchase securities at a premium or discount, and to apply or charge said premium or discount against income or principal as the Trustee or Executor ma.y determine. Borrow: To borrow money from any person, firm or corporation, including any corporation acting as a Trustee or Executor hereunder, for th.e purpose of protecting and preserving or improving my Trust or Estate hereunder; to execute promissory notes or other obligations for amounts so borrowed. TAX PROVISIONS XIII. Death Taxes: I direct that all transfer and inheritance taxes, state or federal assessed because of my death, whether the funds, property or insurance proceeds t,o which such taxes are attributable pass under this Will or not, shall be paid out of my residuary estate; that my Executor pay, or provide for payment of all such taxes at such time, or times, and in such manner as my Executor deems best. XIV. Tax Option: I authorize my Executor to exercise any options available in determining and paying death taxes in my estate, and to allocate my generation- skipping tax exemption. n i ~~, ~3' -5- IN WITNESS WHEREOF, I, LAURA A. PHELPS, the Testatrix of this, my Last Will and Testament, typewritten on six (6) sheets of paper which I have identified at the bottom of each page by my signature, hereunto set my hand and seal the , `day of April, 1998. CX.. Laura A. Phelps The preceding instrument consisting of this and five (5) other typewritten pages, each identified by the signature of the Testatrix, LAURA A. PHELPS, was on this day and date thereof signed, published and declared by LAURA A. PHELPS, 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. C( ~ ~o~ `~G 3' ~ -6- COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, LAURA A. PHELPS, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that. I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed and that I am eighteen years of age or older, of sound mind, and under no constraint or undue influence. p LAURA A. PHELPS Sworn or affirmed to and acknowledged before me, by Laura A. Phelps the Testatrix, the 1st day of April, 1998. No Public (SEAL) AI.~., ~I~EI.L~~, MURR.~I~T ~ C®1~3~L1f P. 077--.~, ~~B~~O++~y~1~~1yy.13nn8 y ry p F1A'k`s~SJ~IJ'~`a~.ly PA 1/~~O ~~~d ~~~ C®EFOp ~'~EQ~ GRJ4 V, CIlC@96k~1 CGiiP7S'q, fIY Ps1q Ccrsner~n Erysse+aa Jurym 2y, 1~ COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, G1 on a A. Cuddi ngton and Maura K. Quinlan ,and Richard E. Connell the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~. ~n '! -e.7r D Sworn or affirmed to and subscribed to before me by G1 on a A. Cuddi ngto~nd Maura K. Quinlan and Richard E. Conn~ivlitnesses, this lst~_l.ay of April, 199$. otary~'ublic (SEAL) ~) !,~/~pq~p ~q°~~ ~~°[;p 1 o'b1f Y0iW".~ JI'of"6L ~.as'r~r°~%raairn~: ~~r.Sr~s .bars,Fl ,~ F, i~l3 ;luY ~ RE'/-385 L~X+ (9-00) µ ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 SAFE DEPOSIT BOX {NVENTORY Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER DECEDENT'S NAME (LAST, FIRST, M IDDLE) /~ ~ DATE OF DEATH 3 / ~ ~~~ ! /~ a- ~ ADDRESS OF DECEDENT ( TREET) (CITY) (STATE) (ZIP CODE) ,~ ~ ~ NAME A D ADDRESS OF PERSON REQUESTING THE OPENI G O,F,~T~HE~SAF/E DEPOS T BO ~F ~ `C ~ /~ ~/~~ ~ r . ' ~~%~ ~ ~~ (NAME) 2-1~ .,.i / V ~ ~ ~ . V (STREET NAME) (CITY) (STATE) (ZIP C DE) NAME, ADDRESS AND RELATION HIP (IF A Y) TO DE EDENT, OF PERSON(S) PRE ENT AT THE BONG a. (NAME) (RELATIONSHIP) ~% ,~ ~' ~~-~v (STREET NAME) (CITY) ~ (STATE) (ZIP CODE) -- b. (NAME) ~ ~ (RELATION HIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) c. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZII' CODE) ' NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) / _ (STR ~f NAM ) r ,6 ~ P~ V l (CITY) (ST~) ~ (ZIP CODE) jJ~ 1 NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY DATE OF CONTRAC~O RENT BOX NUMBER OF BOX TL E UNDER WHICH BOX IS REQUESTED ~ TI ~ ~~ / ~ '' 'v7 ~) N1 NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) b. (NAME) ~f ~~~~ RESS)r (STREET AD D (STREET ADDRESS) ~ ~ h ~j y~ ,/~ (CITY) (STATE) (ZIP CODE) (CITY) (STATE) (ZIP CODE) ° ~ ,/a~ ~ NAME AND TITLE OF MPLOYEE TAKING THE INVENTOR WAS A WILL IN THE BOX? ^ YES NO If yes, a. Date of will: b. Name and address of personal representative, if named in the will (NAME) (STREET NAME) (CITY) (STATE) (ZIP CODE} c. Name and address of attorney, if any (NAME) (STREET NAME) (CITY} (STATE) (ZIP CODE) ~~.-_ SAFE DEPOSIT BOX INVENTORY Page `_of IAICT~11!'`TIf1A1C ~ u~v ~ ~~vv ~ ~v~.v (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ITEM NO. ITEM DESCRIPTION _ 1 . ? ~` ' c~ ~~ ~ ~ ~ ' ~ ~ ~ °' - ~ I ' ~4 7 ~ li / / ,~/~A ~ ,r /~ J'' ~ r/~ T ~, L ~(fi~ ~ V' ~ ~ ~ V~tl~. ~ ~~ - ~ r" ~~~~ ~~~ 1 CERTIFY UNDER PENALTY OF PERJURY'rHAT THE ABOVE RECORD IS CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. PERSON RECEIVING COPY OF SAFE DEPOSIT BOX INVENTORY: SIGNATURE/ ~ _ .SIGNATUR~ ~ " /~~///~ -'V..~.~1r7~'7 n7 ~ %~ PRINT AM ~ P T NAME AND CHEC,K/APPR/OfPRIATE B BEL PRINT TITLE 2 /, ~l/' 4~//~ O~?~ /T~ I(! Y 7" ~L~ DATE / /fj~'i~ // `, CHECK APPROPRIATE BOX ~ Executor(trix) ~ Administrator(trix) t-,y ¢.,-~( J7f ,_ A ,~/ ~ !~ Estate Representative ~ Joint owner oT~3}a`f~eplos~it /b`ox/C-C. -Ej~,Y~~/J 3~ NOTE: Attach additional 8'!~" x 11" sheet(s) if necessary or use duplicates of this page of form. ~w E~~'t+~~'Q~1G,d~ppt'~I5E'1' 08/1.3/2007 08:48 Address: 1512 CHATHAM RD CAMP HILL PA, 17011 Subject Report Estimated Market Value: $172,000.00 Indicated Date: Wednesday May 23, 2007 Electronic Appraiser uses data obtained from numerous public sources. Some areas of the country provide us with different levels of information, it is presented on an 'as is, as available' basis. Electronic Appraiser makes no warranties, expressed or implied without limitation, to the information provided, nor is responsible for any errors or omissions. This valuation is NOT an appraisal. User acknowledges that this product is a technology report, a product of an automated valuation technology analysis. This information is compiled from public documents and is not guaranteed. No human interaction or inspection goes into the final results and analysis. Legal Description: County: Census Tract: CUMBERLAND 0109.00 APN: Subdivision: 23-0547-0060-0000000-13 Sale Price: Seller Name: Living Area: Bedrooms: Bath (F/H): Year Built: Air Conditioning Pool: land Use: Assessed Value: Improvement Value Assessed Year: $0.00 OWNER RECORD 1st Mortgage Amount: Price Per SgFt: 1470 Total Rooms: 0 Garage Capacity: 0 Number of Stories: Basement Area: N Roof Type: N Fireplace: RESIDENTIAL (NEC) Lot Area: $133,860.00 Tax Exemption: $112,570.00 Tax Area: 2007 Tax Year: 0 0 6969.6 2007 powered ~y ElectrancApprais~r 1 Comcasto ~ ~' IMPORTANT TAX RETURN DOCUMENT ENCLOSED 000217 DAVID C PHELPS EX EST LAURA A PHELPS 5102 STAPLEHURST LN WOODSTOCK GA 30189 It~II~II~~~r~~IIIrtI~I~It~tlltt~Il~rrlrl~I~I~tIltr~~tltL~tlll Computershare Computershare Trust Company, N.A. 250 Royall street Canton Massachusetts 02021 Within the US, Canada 8 Puerto Rico 888 883 8903 Outside the US, Canada 5 Puerto Rico 781 575 4730 www.computershare.com/comcast Holder Account Number C 3017557890 FID IIIIIIVIIIIIII~IIIIRIIIIInllll IIII~INII U01 CS0007.DOMEQSBQCIS.72453_ 1887/000"? 17/00021711 Comcast Corporation.- Sale Advice l 2007 Tax Form 1099-B COn'@CtBd (if Checked) copy B - FOr R@Cfpient Account Number 3017557890 Form'1099-B • Proceeds from Broker and Barter Exchange Transactions 2007 Recipients ID no. 35s7757a7 ~, Payer's Federal ID No. 43-1912740 ' This is important taz infomwtion and is being famished to theintemal Revenue',Service. ff you are required to file a return, a negligence OMB No. 1545-0715 penalty or other sanction may be imposed on yourf this income is taxable andilhe IR5 determines that tt has not been':reported. Depa~trrient of tl,e Treasury -Internal Revenue 5emce DAVID C PHELPS EX EST LAURA A PHELPS Recipient 5102 STAPLEHURST LN ' WOODSTOCK GA 30189 to .Date of Sale to z Stocks, Gross Proceeds or Exchange CUSiP No. Bonds, etc. (~) Reported to IRS ~ Payer's Details 13 Jul 2007 20030N101 279:70. Yes COMPUTERSHARE SHAREHOLDER SERVICES INC P.O. BOX 43010 FEDERAL INCOME 7~ PROVIDENCE RI TAX WITHHELD (~) Description Name of Issuer. Transaction 0.00 COMGAST CORPORATION Sale - CA1 .NOTE Computershare will report the amount in Box 2 to ttte IRS. The difference.belween the gross proceeds amount in Box 2 and the nefproceeds you received represents any fees, charges; orwithholding taxes you may Rave paid Form 1099-B (Keep for your records) Summary Class Description: CLASS A COMMON STOCK Trade Date Transaction Description ShareslUnits Price Per Gross Amount Deduction ~ Deduction Net Amount Sold SharelUnit ($) of Sales {$) Amount ($) ~ Type of Sale ($) 13 Jul 2007 1 0.0 00 00 0 27.970000 279.70 21.40 Sale~ Transaction Fee 258.30 _ _ ~ - / Computershare Trust Company, N.A., as agent, upon written request, will provide the name of the executing broker dealer associated with the transacti on(s), and within a reasonable amount of time will disclose the source and amount of compensation received from third parties in connection with the transaction(s), if any. 71UTX CMC S '~ 001CD70007 OOHX2E Duke Energy Investor Relations Department P.O. Box 1005 Charlotte, NC 28201-1005 (704) 382-3853 CHARLOTTE (800) 488-3853 TOLL FREE vavwv.d uke-energy. comb nvestors/ v Accorcnt Statement For Overnight Delivery: 526 S. Church St., EC01 W Charlotte, NC 28202 nr~~~nr~~~nnn~~nr~~r~~n~~nnr~r~u~r~nr~~u~r~~ur 00000812 DKF4 ZA 07183 - YNNNNN 1oz LAURA A PHELPS 1512 CHATHAM RD CAMP HILL PA 17011-6022 vpuvna~ uivounciu~ w puiuiaae auwuvnai ~naroa a avamau~e w plan participants only. Shareholders may enroll in the Plan by obtaining a copy of the prospectus either in electronic form at wvwv.duke-energy.comlinvestors/ or in paper form by calling us and then signing the reverse side of this statement. Optional Investment Make check payable to: Duke Energy (minimum $50 per investment) Amount Enclosed $ Account Number 146906 Address Change only (Otherwise leave blank) Street City State Zip Code Manage Your Account Online. Visit: www.duke-energy.com/investors/online/ See reverse side for notes and to conduct a Plan transaction. Record Date : Certificate Record Date Shares : 0.0000 Dividend Rate : $0.00000000 DRS Record DatE Shares : 0.0000 Plan Record Date Shares : 0.0000 Broker /Dealer Information Firm Name Participant No. Account No. YTD Taxable Income Paid : $252.00 Reinvested : $0.00 ®Earned Income : $0.00 YTD Tax Withheld : $0.00 QQ Tax Certification Status: CERTIFIED ( Page 1 of 1 ) Certificate Shares : 0 NYSE Close : $18.2400 Statement Date: 06/29/2007 Direct Registration Shares : 0.0000 Market Value : $0.00 Account Number: 146906 Plan Shares : 0.0000 Total Shares: 0.0000 Proceeds from Broker and Barter Exchange Transactions 2+D07 OMB No. 1545-0715 THE BANK OF NEW YORK P.O. BOX 11258 Account Number (optional a Box tb. CUS1P NEW YORK, NY 10286 - 1258 "' ~ 0005509716 EIN H 13-5160382 847560t?RP A5 AGENT FOR: Box a, Date of Sale SPECTRA ENERGY CORP Q7~12~Q7 aayer's Federal Identification No. Recipient's 1D No. Shares /Units Soid 20-5413139 35-6775787 305.2278 Recipients Name, Address, .and Zip Code Box 2.Stocks, bonds, etc. /Gross Proceeds reported to IRS DAVID C PHELPS EX EST (AURA A PHELPS QQ W7,982.9g 5102 STAPtEHURST LN WOODSTOCK GA 30189 BOX 4. Fec{eral IncDme Tax Withheid 0.00 lox 5..Description BUY DIRECT REINVESTMENT PLAN /~~y pp •.• inra ~a m•~wmnrvi iron nvrvnmH nvrv nrvu ~5 ntlrvo rUt+rvlJrttU lU flit INItNNAL HtVENUE SERVICE. IF L,~Jp'Y [_ 1 U3.7„~q ON YOUEIF EHOIS INCOME IS TfVCA6LE ANp TFIE IRS DETERMINES 7HLAT iTONAOS NOT BEEN ROEPORTEDE IMPOSED FOR RECIPIENT Insnvetion for Recipient rokers andbarter exchanges must report proceeds from transactions to gross proceeds less commissions and option premiums were report to IRS. ~u and to the IRS on Form 1099-B by January 31 of the Year following Report this amount on Schedule I7 (Form 1040). Capital Gains and Losses. e ealender year of the transaction. This form is used to report these Aox 4. -Shows backu withholdin For exam ie, ersons not furnishin their oceeds. F '~ g• P P g ~x la.-Shows the trade date. of the transaction. For aggregate reporting,. no taxpayer identification number to the payer become subject to backup try wilt be,present. witltttotding at a 28%u rate on certain payments, See Form W-4, Request for Taxpayer Identification Number and Certification, for information on backup x Ib. -For broker transactions, may show the CU51P (Cortunittee on withholding. Include this amount on your income tax return as tax withheld. iform Security Identification Procedures) number of the item reportetJ: Box 5. - Shows a brief descripton of the items or service for which the proceeds 2.- Shows the proceeds from transactions involving stocks, bonds, other or bartering income is being reported, For regulated futures contracts and obligations, commodities, or forward contracts. Losses on forward forward contracts, "RFC" or other appropriate description, may be shown. raets are shown in parentheses. This box does not include proceeds from fated futures conuacts. Thz broker must indicate whether gross proceeds or Here.. Detach-Here SPECTRA EtiEROY CORP aseratain this. statement artdtax tormtoryour records BUY DIRECT REINVESTMENT PLAN T 5787 COMP 2695 ACCT# 0005509716 CHECK# 050783175 ' ARES SOtp TRADE DATE GROSS PRICE PER SHARE NET PRICE PER SHARE PROCEEDS OF SALE 305.2278 07/12!07 2fi.2046 26.1542 $7,982.99 DAYIDCPHFLPS EX EST LAURA A PHELPS TAX WITHHELD ~,~ 5itT28TAP1..5HURST LN WOOLISTOCf<GA 3pt89 FEE (Loo NET CHECK AMOUNT $7,982,99 iotr instructions received by the 0.dmintsi*-a~r~• ~~ ~ti shares'under the pro^._- ' rence (If any) in the " "~~ Sha« idearc ' ~s' RICHARD L PHELPS & LAURA A PHELPS JT TEN 1512 CHATHAM RD CAMP HILL PA 17011-6022 02188 irrri~lrrrl~lrrrrrrllrrrllrl~rri~rrrrr~r~rr~r~rrr~lrrlr~irrrll Computershare Computershare Trust Company, N.A. 250 Royall Street Canton Massachusetts (12021 Within the US, Canada 8 Puerto Rico 800 756 8600 Outside the US, Canada 6 Puerto Rico 781 575 3995 www.computershare.com/idearc Holder Account Number C 0010747571 CompanylD SSN(fIN Certified IAR ye, Idearc Inc. -Direct Registration (bRS) Advice Transaction(s) Date Transaction Description i ShareslUnt ~ CUSIP Descr ption 13 Jul 2007 Plan Deposit `~ -30.000000 , 451663108 COMMON STOCK Account Information: Date: ~, . 13 Jul 2007 (Excludes transactions pending s ent) Certificate Balance Current Dividend Current Direct Class Total ShareslUnits Held by You Reinvestment Balance Registration Balance CUSIP Description 0.00 0.000000 0.000000 0.000000 451663108 COMMON STOCK IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS. This advice is your record of the share Vansaction affecting your account on the books of the Company as part of the Direct Registration System. It is neither a negotiable instrument nor a security, and delivery of this advice does not of itself confer any rights on the recipient. It should be kept with your important documents as a record of your ownership of these shares. No action on your part is required. If your plan allows, you can deposit your existing certificates, sell or request a certificate, or transfer your book entry shares. Upon request, the Company will furnish to any shareholder, without charge, a full statement of the designations, rights (including rights under any Company's Rights Agreement, if any), preferences and limitations of the shares of each class and series authorized to be issued, and the authority of the Board of Directors to divide the shares into series and to determine and change rights, preferences and limitations of any class or series. Assets are not deposits of Computershare and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other federal or state agency. 4 0 U D R -}- 0o i c~souoa.c~.cx~m.ec2s.c~_ i He7ionz i asnxrsaszi~ ,,,,,,~,,,,,,,, OOHSAB Please see important PRIVACY NOTICE on reverse side of statement ~~ Na POWER ,, .~ ~- ~,omputershare Computershare Trust Company, N.A. 250 Royal) Street Canton Massachusetts 02021 Within the US, Canada 8 Puerto Rico 800 328 6955 0 3 5 3 6 9 Outside the US, Canada ~ Puerto Rico 781 575 2723 www.computershare.com LAURA A PHELPS 1512 CHATHAM RD Holder Account Number CAMP HILL PA 17011 C 0001294504 I N D I~~~III~~~lll~~~~~rll~~~ll~ll~~ll~~~~~l~l~~l~l~~~ll~~l~ll~~~ll SSNITIN Certified Yes Symbol AEP 00ICS0006_RPS.DL.AEP.9167_11523/035369/113650?/il American-Electric Power -Statement of Holdings Your email address can now help save the environment. Register for electronic communications using eTree and we'll have a tree planted on your behalf. Go to www.eTree.com/aep to register. Dividend Information Holder Account Number:C 0001294504 Record I Payment ShareslUnits Participating in Dividend Gross I Taxes Class Description Net Date Date Dividend Reinvestment Rate ($) Dividend ($) Withheld ($) Dividend ($) 10 May 2007 08 Jun 2007 Common 127.874648 0.390000 49.87 49.87 Transaction History From: 01 Jan 2007 To: 08 Jun 2007 Deduction Price Per Total Transaction Deduction Net Date Transaction Description Amount I SharelUnit Transaction I Total ShareslUnits Amount ($) ($) Type Amount ($) ($) ShareslUnits Held Plan Transactions Dspp -Common Stock 01 Jan 2007 Balance Forward 1 2 09 Mar 2007 Dividend Reinvestment 49.45 0.03 Comp Paid Fees 49.45 45.433915 1.088394 127.87464$ 08 Jun 2007 Dividend Reinvestment 49.87 0.03 Comp Paid Fees 49.87 45.259264 1.101874 128.976522 Summary of Holdings Date: 08 Jun 2007 Class Description Certificated Direct Registration) Dividend Total Closing Price ShareslUnits Reinvestment I Per SharelUnit I Book ShareslUnits ShareslUnits Value ($) ($) Held By You ShareslUnits Dspp -Common Stock 0.000000 0.000000 128.976522 128.976522 44.910000 5,792.34 43UDR AEP ~' oo2coaoooa OOHSJA Please see important PRIVACY NOTICE on reverse side of statement . ~. ,. .~ at&t 037403 ~omputershare Computershare Trust Company, N.A. P.O. Box 43078 Providence Rhode Island 02940-3078 Within the US, Canada 8 Puerto Rico 800 351 7221 Outside the US, Canada 8 Puerto Rico 781 575 4729 vvww.computershare.com/att -__ RICHARD L PHELPS & LAURA A PHELPS JT TEN Holder Account Number 1512 CHATHAM RD CAMP HILL PA 17011-6022 C 2006041241 JNT I~~Illll lrlll~l ll~lll~rllllllrrll~~~~~ll l~rlrlrlrllrllllll loll SSN/TIN Certified Yes Symbol T 001 CS0081 _RPS.DL.ATT.103632_ 122/037403/037404/i 1 AT~T Inc. DirectSERVICE Investment Program Statement. Dividend Information Record Date: 10 Apr 2007 Holder Account Number:C 2006041241 Payment Number of Shares Dividend Rate Gross Dividend Tax Withheld Tax Type Net Dividend I I I I Date Reinvesting Dividends ($) ($) ($) ($) 01 May 2007 ~'~~. 4.468225 0.355000 1.59 1.59 Transaction History From: 28.Ree oos To: 01 May 2007 Date Descri tion Amount $ p () Deduction Deduction Net Amount I Price Per Transaction Total Reinvestment I ($) Type Amount ($) Shares Share ($) Share Balance 28 Dec 2006 Balance Forward 4.428098 01 Feb 2007 Dividend Reinvestment 1.57 0.08 Fees 1.49 37.132081 0.040127 4.468225 01 May 2007 Dividend Reinvestment 1.59 0.08 Fees 1.51 38.936696 0.038781 4.507006 Summary of Holdings Date: 01 May 2007 Class Description: DSPP -COMMON STOCK Certificated Shares Uncertificated Shares I Total Shares I Direct Re istrati n ~ R i t t Closing Pri(; I Value ($) P Sh $ o g e nves men er are 0.000000 0.000000 4.507006 4.507006 38.840000 175.05 ^ 124UDR A T T CS40036 OOIJED )ptlOna~ rash ~' °"'~"'""' Holder Name: RICHARD L PHELPS ,~-,~ ~ .3 ~omputershare ~" - ~ Ene Computershare t,,~ Progress rgY 250 Royall Street Canton Massachusetts 02021 Telephone: 866 29U 4388 www.computershare.com =- 0050],2 DAVID C PHELPS EX EST LAURA A PHELPS 5102 STAPLEHURST LANE WOODSTOCK GA 30189 ._ lu{{~{{niuli{{11{~{1{iu{{ul{i,ll{lir{,i„I{Hilt{~i„r{ii Holder Account Number C 0001058096 F I D Record Date 10 Jul 2007 Check Number 000 00 7 417 3 SSN/TIN Certified Yes OOtCS0005.DOMEOS.PGN.225119 9408/005012/005012/i6 ~~~~ Progress Energy -Dividend Payment_ Save time. Be more secure. Help the environment. Manage your holdings at Investor Centre! It is easy and free, so get started now at yvww.computershare.comlinvestor. Dividend Confirmation Pa ment Date I Class Descri ron I Participating l Dividend Gros ~ Deducti(n I Deduction Net y ~' Sharesl~~-F-, Rate Dividend $) Amount $) I Type Dividend ($) Ot Aug 2007 COMMON ~ 100 $0.61000 61.00 0.00 N(A 61.00 Year-To-Date Paid 61.00 0.00 61.00 1 UDC P G N 'I' 12CD70001 OOHXDA PLEASE CASHIDEPOSIT TMS CHECK PROMPTLY. 5~lJ7'I~ ~~l~ ~~if~IP~l~f L•nrrgy to,Srrx~e }our li%orld" Statement of Ownership BY Mail BY Courier Stockholder Services Stockholder Services/11th Floor P.O. Box 54250 30 Ivan Allen Jr. Blvd. NW Atlanta, GA 30308-0250 Atlanta, GA 30308 ~n~~~~n~~~~nnn~~n~~~~~~n~~nn~~i~n~~~n~~~n~~~~n~~~ LAURA A PHELPS 1512 CHATHAM RD CAMP HILL PA 17011-6022 Account Number Statement Date Ticker Record Date '~ Payment Date Dividend Rate Record Date Shares CUSIP 314204 06/29/07 SO 05/07/07 06/06/07 50.4025 144.5438 842587107 RETAIN FOR TAX REPORTING Questions? 800-554-7626 Fax 404-506-0945 Email stockholders@southerncompany.com Online Account http://investor.southerncompany.com Security Code Last 4 digits of SSN Please review this statement in its entirety and notify us immediately at 800-554-7626 if you find any errors or omissions. 4ale Transactiort Description.:'. Amount - S ' "Price Per Share Shares i Credited nr Deb)ted Share Activity; " 2/31/06 BALANCE FORWARD 142.9766 3/05/07 PLAN SHARES DIVS REINV 55.40 35.3500 1. 144.5438 6/06/07 PLAN SHARES DIVS REINV 58.18 35.2000 --'1.6528 ~~ 146.1966 6/14/07 PLAN SHARES TRANSFERRED ~- 146.1966- ~ 0.0000 ' If SALE, price per share includes $.02 broker commission and $.04 service fee paid by stockholder (seller). If PURCHASED on the open market, price per share includes $.02 broker commission paid by company. As!of _ Certificate Shares Direct Registration Shares plan`Shares 7bTAL5harps NYSE Close Market Vatue` x/29/07 0 0.0000 0.0000 0.0000 534.2900 SD.00 b Through Gross Divs Paid Gross Divs.Reinvested i Federal Tax Withheld 'I Commtsslon paid by SO ! Cash[Irrvesfinents i/29/07 50.00 5113.58 50.00 $0.00 50.00 irokr7Dealer Firm BrokerlDealer• Partis[pant No:' BrokorlDealer Account No. ~stment funds must be received three business days prior to the 10th or 25th investment dates in each month. Sales are processed within five iness days of receipt of request. Proceeds check is mailed first class three business days after the sale, on settlement date. ~TIONAL REQUEST FORM ACTION REQUIRED, if you do not h to change your current account status. ;ount Number: 314204 ~istered Owner(s~: .URA A PHELPS .12 CHATHAM RD .MP HILL PA 17011-6022 SIGN and MAIL TO: SCS Stockholder Services, PO Box 54250, Atlanta, GA 30308-0250 See reverse side to request forms ENROLL IN SOUTHERN INVESTMENT PLAN (SIP) I acknowledge that the Prospectus describing the Plan has been made available to me, either in electronic form ai www.southerncompany.com or In paper form, and hereby request that 1 be enrolled in the Plan. !agree to abide by all the terms and conditions of the Plan and understand that all requests must be processed in accordance with the Prospectus. OPTIONAL CASH PAYMENT ADDRESS CHANGE: street City / Stata /Zip Y TIME PHONE ITHORIZATION PAf:F 1 AF ~ Registered Owner Amount: S Make Check Payable to: Southern Company TO CHANGE DIVIDEND DIRECTION Reinvest dividends on ALL shares Pay cash dividends on ALL shares TO DEPOSIT enclosed certificates Into Plan -Southern Investment Plan Into DRS -Direct Registration Date Owner, tf Joint Account Date ,• .~ cRaup® IMPORTANT TAX RETURN DOCUMENT ENCLOSED 000019 DAVID C PHELPS EX EST LAURA A PHELPS 5102 STAPLEHURST LN WOODSTOCK GA 30189 lirflilliririrllliilililriillriillirilrlililiillrriirlrlrtilll Computershare Computershare Trust Company, N.A. 250 Royall Street Canton Massachusetts 02021 Telephone: 1 888 218 4392 www.computershare.com Holder Account Number C 0020773189 FID IINBIgIIN91NIIIIIaIIIR1a191q~IIRl9l~{ OOlCS0007.DOMAG.CIS.53237 17~4/000019/000019/i FPL Group, Inc. -Sale Advice 12007 Tax Form 1099-B Corrected ('rf checked) Copy B -For Recipient Account Number o02o7731as Form 1099-6 -Proceeds from Broker and Barter Exchange Transactions 2007 Recipients to no. 3587757137 ' Payer s Federal 1D No: 84-0802197 This is important tax inforfnation and is being fumished to the Internal Revenue Service. N you are required tole a return, a negligence OMB No. 1545-0715 penalty or other sanction may be imposed on you 'rf this income is taxable and the IRS determines that it hdS not been reported, Department orthe Treasury - Internal Revenue Service DAVID C PHELPS EX EST LAURA A PHELPS Recipient 5102 STAPLEHURST LN WOODSTOCK GA 30189 I ra Date of Safe tb CUSIP No z Stocks, Gross.. Proceeds I ~ Payer's Detail or Exchange . Bonds, etc. ($) Reported to IRS s 20 Jun2007 3025711.04 14,594.39 Yes. COMPUTERSHARE PO BOX 43010 n FEDERAL INCOME 7 Descnpiiol7. TBame ai Issuer Transaction PROVlDENr.E, RI i ~ TAX WITHHELIO ($) 000 PPL GROUP INC Sate - 5P1 NOTE: Camputerstiare wiH report the amountirt Box 2 toihe IRS. The difference between the gross proceeds amountin Box 2 and tkle net proceeds yod received represents any fees, charges, orwithholding taxes you may have paid. ; Form 1099-t3 (Keep for your records) Summary Class Description: DRIP -COMMON STOCK Trade Date Transaction Description ShareslUnits Price Per Gross Amount Deduction Deduction Net Amount ,~So arelUnit ($} of Sales ($) I Amount ($) Type of Sale ($) 20 Jun 2007 Salg~` 244.298451 59.740000 14,594.39 44.32 Transaction Fee 14,550.07 ~ , .~ Computershare Tru ,' st Company, N.A., as agent, upon written request, will provide the name of the executing broker dealer associated with the transaction(s), and within a reasonable amount of time will disclose the source and amount of compensation received from third parties in connection with the transaction(s), if any. 71UTX FPL ~' OOtCD70007 OOHX2E ~. ver~~on IMPORTANT TAX RETURN DOCUMENT ENCLOSED 001523 DAVID C PHELPS EX EST LAURA A PHELPS 5102 STAPLEHURST LANE WOODSTOCK GA 30189 Itrlllllttllltllllrllltllllllltlllllrlrltlllttlltllltltlrlllll AS' ,pz~ ~ l / \ ~ ~ ~ ~ C~9~ ~~ ~ c~ ~ Jr~ ~ Holder Account Number C 0012705468 FID IIIlnllllllll~ll IIIIIIIIIIIIIIIIYIIIIII 001 CS0007.DOMEQSBG.CIS.8249_18G6/001523/lx)1523/i Verizon Communications Inc. -Sale Advice 12007 Tax Form 1099-B Corrected (if checked) Copy B -For Recipient Farm 1099-B -Proceeds from Broker and Barter Exchange Transactions 2007 This is important tax information and is being famished to the tntemal Revenue Service. tf you are required to file a return, a negligence i penalty or other sanction may be imposed on you'rf this inwme is taxable and the Q2S determines that R has not keen reported. DAVID C PHELPS EX EST LAURA A PHELPS Recipient 5102 STAPLEHURST LANE WOODSTOCK GA 30189 1a Date of Sale ib 2'~. Stacks, Gross Proceeds ar Exchange CUSIP No. f J Bonds, etc. ($J Reported to IRS 05 Jul 2007 92343V104 26,345.27 yps • FEDERAL INCOME 7 ' 7AX wtTHHEtD (g) Description; Name of Issuer Transaction 0.00 VERIZON COMMUNICATIONS tNC. Sale - SPt NOTE: Compulershare will report the amount in Box 2 ~ the IRS. The difference between the gross proceeds amount in Box 2 and the net proceeds you received represents any fees. charges, or withholding taxes you may have paid. Account Number 00127{35468 Recipient's ID no. 356775787 Payers Federal ID No. 43-1912740 OMB No. 1545-0715 Oepartrr~eM of the heasury- Internal Revenue Service Payer's Details I, COMPUTERSHARE SHAREHOLDER SERVICES'1NC !'. P.O: BOX 43010 PROVIDENCE RI ~~~~~ ~~°°-~ (tceep roryour records) Summary Class Description: DSPP -COMMON STOCK Trade Date Transaction Description I ShareslUnits Price Per Gross Amount Deduction Sold SharelUnit ($) of Sales ($) Amount ($) _ ~ ~ .~ ~ 05 Jul 2007 ~ ~(~ ~ ~ ltD Sale 628.837038 41.895227 26,345.27 54.02 Transaction Fee 26,291.25 O --- Computershare Trust Company, N.A., as agent, upon written request, will provide the name of the executing broker dealer associated with the transaction(s), and within a reasonable amount of time will disclose the source and amount of compensation received from third parties in connection with the transaction(s), if any. ^ 71UTX ~omputershare Computershare Trust Company, N.A. 250 Royall Street Canton Massachusetts 02021 Within the US, Canada 8 Puerto Rica 800 631 2355 Outside the US, Canada fi Puerto Rico 781 575 3994 www.computershare.com/verizon Deduction Net Amount Type of Sale ($) VZN ~"' 001CD70007 OOHX2E ,< ~J \ !~ ~/ -O a~ ~~ o ~~ O E p p O O N C O ~ T O ' c6 O E ~ O ~ O ~ N N N ~~ O O d O • O 00 N W ~ W = (fl EA d9 ~ ~ N ~i `~ ' O Q a L Q. 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ZNZ ZN Z tA- _~ O T v ~ ~ ~ a ~ ~"- ~ '6 o r- ~ ~ ~ ~, -a ~ a~ ~ ~ o ° ~ r r Y c 0 ~- N ~ N c O c O ~ N ~ ~ N CL ~ U ~ Q ~ =p '6 -p 4 ~ °~ ~ ~ v tJ 4 ' U `~ ~pp ` p N o o P`- g 6 ° O ~ N ri ~' 0 N ~ N ~ ~ O ~ O O ~ ~ "1, _ _. ~~ ~~~. ~,~~~ ~.~~ /, ~ ~ A Family Tradition Of Carmg~ PARTHEMORE Funeral Home & Cremation Services, Inc. Mr. David C. Phelps 5102 Staplehurstlane Woodstock, GA 30189 5/18J2007 For the services of Laura A. Phelps 1303 Bridge Street We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way P.O. Box 431 we can. Please feel free to contact us if you have any questions in regard to this statement. Tlie following New Cumberland, PA 17070 is an itemized statement of the services, facilities, automotive equipment and merchandise that: you selected (717) 774-7721 when making the funeral arrangements. (Fax) 774-5546 ~ _- i Terms ~~ Due Date Account # www.parthemore.com - -_- _ ;._- - ( Net 30 6/17/2007 i 2007044.0 l --------1- ----- -- - - - -- - L-------- ---- Description Amount SERVICES & MERCHANDISE Traditional Funeral Service 5,390.00 Spring Garden Stationery Set 165.00 Stainless Steel Hyacinth Casket 2,775.00 Gilbert W. Parthemore, 12 Gauge Galvanized Steel Vault 1,433.00 Founder 1) Total Services and Merchandise 9,763.00 Gilbert J. Parthemore (~ [y (''-1 i ~ , ) dd Supervisor 1 CASH ADVANCE ITEMS t0 Stephen K. Parthemore, Death Notice, Harrisburg Patriot f 20 Certified Copies of Death Certificates ~ ~ 135.87 120.00 CFSP ~ Hairdresser 40.00 (2) Clergy Honoraria ~ 300.00 Bruce R. Parthemore, Organist Honorarium 125.00 Pre-Need Coordinator CPC Flowers, Casket Spray I 212.00 , Flowers, Pastel Rose Bunches 19.00 Total Cash Advances ~ 951.87 Professional Memberships: ~,~{ ~, g~ t- 'DQ~n NFDA ~ PFDA ~~ O d /~ J ~ ) _ /, n ,~ ~ DCFDA . CCFDA ~ ~ l j'CJ ~-ei v`rn t- ~ ~ ~, RU L~ ~ ~ SG c~~- ~ ~~ ~- ~ ~-t p ~~. ~ 0. c~ U ~, ~.._/ 1 The Ride You Know, ~~~ , The People You Trz~st ~~~ Zia 4~ O~ ©c~l .~fU~' d- ~L2('Ct1nn~,` ~~+ „~~~ ~~~ ~/ Totaf $1o,71a.s7 ' Payments/Credits $o.oo ,~~,~~, ~ .~ ~ ~°~ Balance Due $10,714.87 ~ ~~a~, b ~ l 3 ~--------- z ~ °~ -----__- - - - --tea-- ~~ t~f3;~~ - „_ (~ ~ ~ IO S'/ . G Page: 1 Document Name: untitled ~ ' CLDILO CL DISPLAY LOAN BANK 0184 ( FWD ) HOME EQUITY 0000415 LAURA A PHE LPS LOAN BAL ~ ~ 18,266.86 C NTRACT DATE ~ 03/18/87 LOAN STATUS ACTIVE INT DUE '~~`- ~- 226 : iI ADVANCE DATE 03/18/87 PROCESS STAT NORMAL INS DUE MATURITY DATE 00/00/00 NON-ACCR STAT ACCRUING REBATE INS LAST TRAM DATE 05/11/07 INTEREST TYPE DEMAND ONLY ESCROW AMT LST MAINT DATE Ol/20f05 INT RATE CODE VARIABLE :3NGL LATE FEES .00 LAST PRIN TRAM 05/11/07 RECALC TERMS NO RECALC LOAN FEES PRIN PAID TO 05/20/07 REPYMT METHOD DETAILED BILL PREPYMT PEN .00 INT PAID TO 05/20/07 REVOLVE CODE REVOLVING PAYOFF AMT 18,492.97 ACCR THRU DATE 06/17/07 RENEGOTIATED NO PAST DUE .00 PYMTS PAID TO 05/20/07 DAYS PAST DUE 000 NEXT DUE 257.55 NEXT PYMT DUE 06/20/07 DAYS IN PERD 0013 LAST PYMT 300.00 LAST PYMT DATE 05/11/07 STATMNT FREQ 0001 PARTIAL PD .00 RIGHT TO CURE QO/00/00 PAYBACK INDEX Ol ADVANCES PTD .00 STATMNT DATE 07/04/07 CR LIMIT CODE NO CREDIT LIM 30,000.00 ACCRUAL BASE 365/365 CR LIMIT PCT 000.00000 AVAIL CRED 11,733.14 BRANCH 0001 OFFICER 1001 NON-ACCR .00 CLASS 1C INTEREST CAP NO MIN EARN .00 COLL CODE RE LATE FEE CAP NO CK CARD AUTH .00 DIRECT/INDIR DIRECT ***** TIMES LATE ****** AVG DLY BAL 18,266.86 INT RATE 10.75000 05 15 30 60 90 180 PER DIEM 5.37996 NEGATIVE AMORT NO 3 0 0 0 0 0 Commerce Bank Lynne Macfay Customer Service Rerpresentative 1130 Carlisle Road Camp Hill, PA 17011 717/909-3200 Fax: 717/909-5800 lynne maclay@commercepc.com Date: 6/16/2007 Time: 12:24:04 PM ~N ~' a V w V ada ~~ o 0 ~ 0 ~3c z ~` ao-~ ~~ a .~ C 0 ~, U O .~ a 6 _T Q Q 0 d 6 0 w C y c 0 u ~~ •~ ;- .~ s r v ~~ .° a~ ~. ~! ~,'~ it titi '~^S'~'~4 I"~ ,`\~s'd~7j0 sr .;~' ; oyy ~~~ b ,;> Y~r w d ADZ ~~ ,-~'~5 ~+'~ V V1 M ~ ~~"~~ G,~G.' ~ 0~~~~~t3 ~ o y LL. a 0 O N ~ ~ J¢ r 3 W jNo ..~ , ~~ . ~ ~ ~~ `• ~ ~•~ ~ -- = ', ~~ ~ ~ ~ ~ ~ ^~ . ~ a a 0 ~"~^ ~ 3 ~ rL `~' cs ~ .. . • ~ d . i~s m O l9 ~ .. ;r'~W~ ~ U IL. . 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