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HomeMy WebLinkAbout10-30-08 (2)J 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes Yr~ , INHERITANCE TAX RETURN Po Box 2sosol 21 08 00330 Harrisburg, PA 17128-0601 +~ RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELQW Social Security Number Date of Death Date of Birth 02!22!2008 06/04/1911 Decedent's Last Name Suffix Decedent's First Name MI VARGUS MR RUSSELL H (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW • 1. Original Retum THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. 1=ederal Estate Tax Return Required death after 12-12-82) • 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. -i'otal Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1.95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytimes Telephone Number DAVID KNAUER ESQ (717) 795-7790 Firm Name (If Applicable) REGISTER. OF WSLLS USE ONLY r (~ First line of address -~ c:7 ~ r n 411 E MAIN ST ~ -;'r-, Second line of address ` r~_. i__.' _ City or Post Office State ZIP Code l~A~ {f`'ED MECHANICSBURG PA 17055 '-:~ -~' r' a t:. ~ '~, Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, anc to the best of my knowledge and belief, it is true, correct and comple - eclaration of preparer other than [he personas representative is based on all information of which preparer has any knowledge. SIGNATURE OF P O SPON IBLE FOR FILIN E (''~ ADDRESS 5'4 _~aou~. _~ fir: ~.~-~.~ ~ t(_~P~.._ [mat ~ -- SI TURE OF PREPARER OTH R THAN REPRESEN TIVE DATE A ESS ~ /l -~ /~ .C.4'-p_7~I ~~fL. ~~A /l~P.e'i1.C~-7~G~C_eG/1 ~T-fe".1 O~ r ~ t /~ ~~ ~~ C~ 15056051058 PLEASE USE ORIGINAL FORM ONLY Side 1 1 ~i056051058 `'~ 15056052059 REV-1500 EX Decedent's Social Security Number RUSSELL H VARGUS Decedent's Name. RECAPITULATION 1. Real estate {Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ..................................... . . 2. 43,033.00 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. 11,212.00 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) .................................. .. 8. 54,245.00 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 5,187.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 5,251.00 11. Total Deductions (total Lines 9 & 10) . ................. .............. .. 11. 10,438.00 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 43,807.00 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. 43,$07.00 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..045 43,807.00 16. 1,971.00 17. Amount of Line 14 taxable at sibling rate :X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 1 971.00 19. TAX DUE ....................................................... ..19. , 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 ~. 1..056052059 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 08 00330 RUSSELL H VARGUS STREET ADDRESS 801 N HANOVER ST CITY CARLISLE DECEDENT'S SOCIAL SECURITY NUMBER 031-03-4160 STATE PA ZIP 17013 Tax Payments and Credits: t . Tax Due (Page 2 Line 19) (1) 1, 971.00 2. Credits/Payments A. Spousal Poverty Credit ___._~__-_._________.____.__-_ B. Prior Payments __ C. Discount - -____ _ _ ___ _ ___ ___ _ ___ Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total InterestlPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Fill in oval on Page 2, Line 20 to request a refund, (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,971.00 A. Enter the interest on the tax due. (5A} B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 1,971.00 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 .................................................................................................................... ...... ^ tl. receive the promise for life of either payments, benefits or care? ............................................................... ...... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................ {F THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary, For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2} [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. §9116(a)(1.3)). Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (6-98) ~.~ ~ `•~~ scN~ou~E B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDEM DECEDENT ESTATE OF FILE NUMBER RUSSELL H VARGUS 00330 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-'1508 EX+ (6-98) 1 ~` COMMONWEALTEI OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER RUSSELL H VARGUS 00330 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointlyowned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) ~, SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT -_------ ESTATE OF FILE NUMBER RUSSELL H VARGUS 00330 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTVON ^_AMOUNT A. FUNERAL EXPENSES: t. EWING BROTHERS FUNERAL HOME INC 2,148.00 630 S HANOVER ST CARLISLE PA 17013 2. CUSTOM MONUMENT FAURFIELD MA 225.00 R. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)lEIN Number of Personal Representative(s) Street Address City .Slate Year{s) Commission Paid. 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Stale Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Zip Zip 2, 535.00 179.00 1ao.oo TOTAL (Also enter on line 9, Recapitulation) $ 5,187.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FfLE NUMBER RUSSELL H VARGUS 00330 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. (If more space is needed, insert additional sheets of the same size) ~~E'd-1513 EX~ {9-00; Y. ~'`~.~'~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA gENEf~C~AR~ES INriEf21TANCE'AX RETURN RESIDENT DECEDENT ESTATE OF RUSSELL H VARGUS NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS (Include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)1 ~ , JOYCE A CARSON 58 S 18TH ST CAMP HILL PA 17011 2. CYNTHIA TRAVERS BOX 354 MIDDLE RD FAIRFIELD MA 04937 3. FRANCES E PATRICK 519 E SOUTH RIVER APPLETON WI 54911 4. WILLIAM H VARGUS 135 MRIN ST UNIT 16 MARSHFIELD MA 02050 FILE NUMBER 00330 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Tresteefsl OF ESTATE DAUGHTER DAUGHTER DAUGHTER SON ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIPTE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADI= B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 25 25 25 25 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (1f more space is needed, insert additional sheets of the same size) ~~ OO MEMBERS 1St FEDERAL CREDIT UNION Send Inquires to; 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.memberslst.org Main Switchboard: (717) 697-1161 or (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 TeleBranch: (717) 795-6049 or (800) 237-7288 3569 1 AV 0.312 7177-3589 I..,Ill~~rlll~~~rr~llr~rllrl~rllr~l,rr~llll~rr~l~lrl~rl,~l~rll RUSSELL H VARGUS ,,, 58 SOUTH 18TH STREET CAMP HILL PA 17011 0 Statement of Accounts Jan 2;~, 2008 thru Feb 24, 2008 Account Number: 255287 Account Balances at a Glance: Checking : 289.59 Savings: 10,422.59 Certificates: 0.00 Loans:' 0.00 Money Management: 0.00 Page : 1 of 2 Are you interested in Learning more about Identity Theft, Home Buying or Financial ,did? Visit our web~ite at www.member1st.org or ask an associate for more details about these FREE seminars, CHECKING ACCOUNTS 11 -CHECKING Date Transaction Description Additi<ms Subtractions Balance Jan 25 Ba/ance Forward 838.59 Jan 31 Deposit EZ Call Transfer From Share 00 13,000.,00 13,638.59 Feb 01 Deposit Transfer From Share 00 500.00 14,138.59 Feb 01 Check 000214 Tracer 0001026316 12,378.17- 1,760.42 Feb 04 Check 000215 Tracer 0001729199 157.89- 1,602.53 Feb 22 Check 000216 Tracer 0001178990 231.30- 1,371.23 Feb 22 Check 000210 Tracer 0001058534 1,081.64- 289.59 Feb 24 Ending Ba/ance 289.59 SUMMARY ~_. , 000210 1,081.64 Feb 22 '`~ - 0002-~5 157.89 Feb 04 000214' 12,378.17 Feb 01 '~~, 000216 231.30 Feb 22 ' Asterisk next to number indicates skip in number sequence 4 Checks C/eared for 73, 849.00 3 ~,~ ~,~• SAVINGS ACCOUNTS ~. s~~ 00 -REGULAR SAVINGS ~! ,~ -: ~ ~ Date Transaction Description F - ~•T ° F,6 Additions Subtractions Balance Jan 25 Ba/ance Forward ~ ~ , "T i ~ ~ ~ I `~ " 1`1`~ ~.~.k~ ~'~~" -~ Jan 31 Withdrawal EZ Call Transfer To Shar 15 ,840.20 e 13,000.00- 2,840..20 Jan 31 Deposit Dividend 1.000% '' $~ ~ ~., f, si t~?~ d t_~I t'~~~~~ 6.1a 2,846.39 Annua/ Percentage Yield Earned >.ODO'/o from 01/01/2008 through D1/31/2D08 Feb 01 Deposit ACH SOC SEC 1,076.20 3,922.59 ID: 3031036030 CO: SOC SEC Feb 01 Withdrawal Transfer To Share 11 500.00- 3,422.59 Feb 19 Deposit ACH OPPENHEIMER 7,000.00 10,422.59 TYPE: SWP ID: 5131958698 CO: OPPENHEIMER DATA: 00740PA MUNI A Feb 24 Ending Balance 10 , 422.59 - - - Continued on following page - - - - fJppenheimerFunds The Right Way to Invest Account Statement Statement Period: January 01, 2008 -March 31, 2008 Page 1 of 1 Your Financial Advisor: AU 01 070582. 539708260 A~ktSDGT BRUCE K GOLGOWSKI ~rnl~lr„~~~«n.~llml~~~~~~1n~rnr~~~~mr~r~r~n~ulrrl' _ FOUNDERS FINANCIAL SECURITIES 808 LOCUST ST ' , RUSSELL HENRY VARGUS & LEBANON, PA 17042-6042 JOYCE A CARSON JT TEN WROS NOT TC 58 S 18TH ST , CAMP NILC PA 17011-4810, ~.~: . -Total Account Value ^ Vsit us online at vuww.oppenheimerfunds.com - Marfcet Value on March: 31, 2008 #34,639.83 © 24-hour automatedservlce: 1800-CALL-OPP (225-5677) . Oppenheimer Pennsylvania Municipal fund Class A Value on March` 31, 2008 ... Account Number 00740 7400197791 Market value Shares Owned $34 , 639:83: 3 009 542 Account Aegistratton RUSSELL HENRY VARGEIS & JOYCE A CARSON Share Price , . $11:51 JT TEN WROS NOT TC _ Fund symbol oPATx Year-To-Date Summary = Fund (~Ategory Municipal Bond Dividends $615.19 Year-to-Date Transaction Detail Transaction ' Ooliar Share Number ErMing Data TransacGionDes[xiption Amount Price otSleares Share Balance! 01/15/08 Redemption $7,000.00 .$12.36 -566.343 _ 4,708:050 01/17/08 Redempton $7,000.00 :$12.38 -565.428 4,142.622 _ 01/22!08 Dividend Reinvested $245.80 $12.37 +19.871 4,162:493 02/14/08 Redemption $7 , 000.00 , 1 9 -582:363 3 , 580.130 ' - 07J21i/08 Dividend Reinvested $198.17 $11.73 +16.894 , 3,597.024 03/17/08 Redemption $7',000.00 ..$11.62 -802.410 2,994.614 03/25!08 Dividend Reinvested $171.22 $11.47 +14.928 3,009:542 Year-to-Date-Account Summary Date Narlcet Value . Additions Changtrin YVithdrawals YaluelEamirrgs Il/arket Ysiue on March 31, 2008 01/01/08 ` $64,189.3(1 + $p.00 -$28,000.00 - $1,549.:13 _$34,639.83 o~~e~o~, OPY_.35150..0')]g951pp5.31g36.]814B.EOIOPR•1.OSSOIO90i0 iPp259pOT4plyppt9n91...0p700_...)400197]91 ~ a,..~r r u r 1', I L. G U I' - . ~ ~- 1,.',.~1EL`.LE F. HAZEN - ,.: ,~.7TORNE1b.~ry--~~.W, --( . `~""~ ~~~ Od L'`•tGLESTOWN hOAD, SUITE 202y ~ ` .~ -!ARR15Bl1RG, PA'1711~ ' -- _ - -- (717) 540-4332 , LAST WILL AND TESTAMENT OF RUSSELL H. VARGUS r y_ - \ 4,,,,~.."'o I, RUSSELL H. VARGUS, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other wills and codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and ad'.ministration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest a.nd penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which m,y Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I give, devise and bequeath my tangible personal prop~;rty in accordance with any memorandum I have handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, i:he memorandum having the latest date shall govern. To the extent no such memorandum is found, or all of my tangible personal property is not disposed of pursuant thereto, my tangible; personal property shall be added to my residuary estate and pass under Article IV hereof. ,.~_ Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath according to the following: A. TWENTY-FIVE PERCENT (25%) of my estate to~ my daughter, JOYCE A. CARSON, of Camp Hill, Pennsylvania, Per Stirpes; B. TWENTY-FIVE PERCENT (25%) of my estate to my daughter, CYNTHIA TRAVERS, of Fairfield, Massachusetts, Per Stirpes; C. TWENTY-FIVE PERCENT (25%} of my estate to m.y daughter, FRANCES E. PATRICK, of Appleton, Wisconsin, Per Stirpes; and D. TWENTY-FIVE PERCENT (25%) of my estate to bE; distributed to the Trustee of the WILLIAM H. VARGUS Special Needs Trust Dated July 23, 2004, and any amendments thereto, to be held, managed, and adrr~inistered according to the terms therein. 2 Article V I nominate, constitute and apps+int my daughter, JOYCE A. L.ARSON, as Executrix of my Last Will and Testament. rIn the e~~ent of the renunciation, death, c-r inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint my daughter, CYNTHIA TRAVERS, as successor Executrix of my Last Will and Testament. I direct that my Executrix or successor Executrix be permitted to serve without bond. In addition to those powers granted by law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Executrix~r successor Executrix shall receive reasonable compensation for services rendered to my estate. Article VI In addition to the powers conferred by law, I authorize my ):;xecutrix and successor Executrix, in her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments; (e) to compromise claims without court approval and without consent of any beneficiary, 3 return (g) to make distributions in cash or in kind, or in both, and to determine the vv any such property, (h) to employ any attorney, investmesit advisor, or other agent deemed necessary by my Executrix; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, RUSSELL H. VARGUS, hereby set my hand to this my Last Will and Testament, on ~ --~Z O , 2005, at Harrisburg, Pennsylvania. r~~Q~ ~~ RUSSELL H. VARGUS In our presence, the above-named RUSSELL H. VARGUS signed this and declared this to be his Last Will and Testament and now at his request, in his presencE;, and in the presence of each other, we sign as witnesses. Name Address ~. ~~~.~c~~ 2000 Linglestown Rd., Suite 202, Harrisburg,, PA 17110 ,, ~'Vl 61~ 2000 Linglestown Rd., Suite 202, Harrisburg, PA 17110 4 'gn lingl}.~ as my .. Wi l,gand that I s~ ed it Fwil expressed. Sworn to or affirmed and Acknowledged before me by, RUSSELL H. VARGUS, the Testate on ~P l~ . ~' , 21105. --- U ~) ~2~~ ~ ~:~~~ Otary 1C COMMONWEALTH OF PENNSYLVANI RUSSELL H. VARGUS °' Notarial Seal Marielle F. Hazen, Notary Public Susquehanna Twp., Dauphin County My Commission Expires Sept. 23, 2006 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testator sign and execute this instrument as his Will; that he signed and executed it willingly as his i~ree and voluntary act for the purposes therein expressed; that each of us in his sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that he was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and Subscribed to (b~efor~e~ me ~~ ~~ ~~~~ and r~~dEQt~~ k. S~tito~ witnesses, on S~Prcu g~ rL a ~ , 2005. Witness ' j~,~~~t«f'~ll` ~ ~l1MM~NWE1163'N (JF P(iNNSYLVANI Notary U 11C Notarial Seai Marielle F. Hazen, Notary Public Susquehanna Twp., Dauphin County My Commission Expires Sept. 23, 2006 5 RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, WILLIAM H. VARGUS, of Marshfield, Massachusetts, do hereby acknowledge as for divers and other good causes and valuable considerations, have remised, relE:ased, quitclaimed, and forever discharged, and by these presents for myself, my heirs, executors and administrators, do remise, release, quitclaim, and forever discharge the said JOYCE A. CARSON, Executrix of the Estate of RUSSELL H. VARGUS, his heirs, . executors and administrators, of an from ali, and all manner of action and actions, cause and causes of action and actions, suits, debts;, dues, duties, sum and sums of money, accounts, reckonings, bonds, bills, specialties, covenants, contract, agreements, promises, variances, damages, judgmE;nts, extents, cxccuti ;ns, c;aims and demands, ~.~hutsoever ir? !acv or equ9ty Qr nthAnvise howsoever, which equity, or otherwise howsoever, which against the said JOYCE A. CARSON, Executrix of the Estate of RUSSELL H. VARGUS, I ever had, now have, or which I, my heirs, executors, or administrators, hereafter, can, shall, or may have, for, or by reason of any manner, cause or thing whatsoever, from the beginnings of the world to the day of this date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ~ ~ day o , 2008. Warary P~ rN c~ Wei ~~~ ~ WILLIAM H. VARGU~~~ AFFIDAVIT I, WILLIAM H. VARGUS, affirm or swear that I am an adult individual; that I am the son of the late RUSSELL H. VARGUS and heir under his will; that no court or governmental agency has had me declared to be incompetent; that I do not have a guardian; that I am fully able to handle my financial affairs; that I do not wish Joyce A. Larson, Executrix of the above estate, to use my share of the above estate to fund a certain Massachusetts trust that has not been heretofore funded; that I will execute a release for the Executrix for any individual claim or any other claim, howsoever described that could be raised in the event that she issues a check to me for my share of the above estate, and does not use my share of the above estate to fund that aforesaid trust; the deponent sayeth not further. Witness: aJ~a rte,. ~t~ ~~~ ~ ~~ WILLIAM H. VARGUS Date: _ 7 ~ I `~ `c, g SUS~~~ ~k~ t~ ~s~s wp ConK~ E+P~ RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, FRANCES E. PATRICK, of Appleton, Wisconsin, do hereby acknowledge as for divers and other good causes and valuable considerations, have remised, released, quitclaimed, and forever discharged, and by these presents for myself, my heirs, executors and administrators, do remise, release, quitclaim, and forever discharge the said JOYCE A. CARSON, Executrix of the Estate of RUSSELL H. `JARGUS, his heirs, executors and administrators, of an from all, and all manner of action and actions, cause and causes of action and actions, suits, debts, dues, duties, sum and sums of money, accounts, reckonings, bonds, bills, specialties, covenants, contract, agreements, promises, variances, damages, judgments, extents, executions, claims and demands, whatsoever in law or equity, or other~iise howsoever, which equity, or otherwise howsoever, which against the said JOYCE A. CARSON, Executrix of the Estate of RUSSELL H. VARGUS, I ever had, now have, or which I, my heirs, executors, or administrators, hereafter, can, shall, or may have, for, or by reason of any manner, cause or thing whatsoever, from the beginnings of the world to the day of this date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this day of , 2008. ~ ~ NCES E. PATRICK AFFIDAVIT I, FRANCES E. PATRICK, affirm or swear that I am any adult individual; that I am the daughter of the late RUSSELL H. VARGUS and heir under his will; that I have no objection to my brother, WILLIAM H. VARGUS, receiving his share of the aforesaid estate in cash without being required to fund a certain trust established in Massachusetts but not funded; and that I agree to release Joyce A. Larson, individually and in her capacity as Executrix of my father's Last Will and Testament, from any claim or charge with respect to her payment of the share of my father's estate. Witness: J / Y . RANr'ES E. PP.TRlGK Date: ~ ~l ~8 RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, CYNTHIA TRAVERS, of Fairfield, Maine, do hereby acknowledge as for divers and othE:r good causes and valuable considerations, have remised, released, quitclaimed, and forever discharged, and by these presents for myself, my heirs, executors and administrators, do remise, release, quitclaim, and forever discharge the said JOYCE A. CARSON, Executrix of the Estate of RUSSELL H. V,ARGUS, his heirs, executors and administrators, of an from all, and all manner of action and actions, cause and causes of action and actions, suits, debts, dues, duties, sum and sums of money, accounts, reckonings, bonds, bills, specialties, covenants, contract, agreements, promises, variances, damages, judgments, extents, executions, claims and demands, whatsoever in law nr equity, ~~r othen~.~isP howsoever, which equity, or otherwise howsoever, which against the said JOYCE A. CARSON, Executrix of the Estate of RUSSELL H. VARGUS, I ever had, now have, or which I, my heirs, executors, or administrators, hereafter, can, shall, or may have, for, or by reason of any manner, cause or thing whatsoever, from the beginnings of the world to the day of this date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand aind seal, this ~ ~ day of r' , 2008. ~~~1 `, ~, CYNTHI( RAVERS AFFIDAVIT I, CYNTHIA TRAVERS, affirm or swear that I am an adult individual; that I am the daughter of the fate RUSSELL H. VARGUS and heir under his wilt; that l have no objection to my brother, WILLIAM H. VARGUS, receiving his share of the aforesaid estate in cash without being required to fund a certain trust established in Massachusetts but not funded; that I agree to release Joyce A. Larson, individually and in her capacity as executrix of my father's Last Will and Testament, from any claim or charge with respect to her payment of the share of my father's estate. Witness: r~ } ~}~~ ~. CYNT A TRAVERS' ~~ ~ Date: ~ ~ ~~ ~ ~~ RELEASE KNOW ALL MEN BY THESE PRESENTS, that I, JOYCE_ A. CARSON, of Camp Hill, Pennsylvania, do hereby acknowledge as for divers and other good causes and valuable considerations, have remised, released, quitclaimed, and forever discharged, and by these presents for myself, my heirs, executors and administrators, do remise, release, quitclaim, and forever discharge the said JOYCE A. CARSON, Executrix of the Estate of RUSSELL H. VARGUS, his heirs, executors and administrators, of an from all, and all manner of action and actions, cause and causes of action and actions, suits, debts, dues, duties, sum and sums of money, accounts, reckonings, bonds, bills, specialties, covenants, contract, agreements, promises, variances, damages, judgments, extents, zxecution~s, claims and demands, whatsoever in iaw or equity, or othenrvise howsoever, which equity, or otherwise howsoever, which against the said JOYCE A. CARSON, Executrix of the Estate of RUSSELL H. VARGUS, I ever had, now have, or which I, my heirs, executors, or administrators, hereafter, can, shall, or may have, for, or by reason of any manner, cause or thing whatsoever, from the beginnings of the world to the day of this date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this _~ day of u , 2008. -~--~~~1 ;, JOYCE A. ARSON AFFIDAVIT I, JOYCE A. CARSON, affirm or swear that I am an adult individual; that I am the daughter of the late RUSSELL H. VARGUS and heir under his will; that I have no objection to my brother, WILLIAM H. VARGUS, receiving his share of the aforesaid estate in cash without being required to fund a a~rtain trust established in Massachusetts but not funded; and that I, JOYCE ,A. CARSON, individually and in my capacity as Executrix of my father's Last Will and Testament, am released from any claim or charge with respect to my payment of the share of my father's estate. Witness: rr ~ ~ ~ y~u;G~ Date: ~1 ~~~ °.--~ ~-- ~' ` JOYCE A. ARSON