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Home My WebLink About10-06-08 (2)15056041125 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280601 2 1 0 7 0 1 4 4 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 0 1 3 0 3 0 1 1 6 1 1 1 1 2 0 0 6 0 4 1 2 1 9 1 4 Decedent's Last Name Suffix Decedent's First Name MI G R E E N E M Y R T L E E (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 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 0 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ prior to 12-13-82) 5. Federal Estate Tax Return Required ^X 6 D d death after 12-12-82) . ece ent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total 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 paytime Telephone Number H A R O L D S I R W I N I I I 7 1 7 2 4 3 6 0 9 0 Firm Name (If Applicable) I R W I N L A W O F F I C E First line of address 6 4 S O U T H P I T T S T R E E T Second line of address City or Post Office C A R L I S L E Correspondent's a-mail address: irwlniaW~earthlitlk.net State P A ZIP Code REGISTER~F~ WILLS USE ~Y - ~.. r O r > ~ ~ --~ c~ ~ ~? --a ~ I _ f j;' C~ -~~--I D~ijE'~'ILED 1 7 0 1 3 -..- Under penalties of perjury, I declare that I have examined this return, mcludmg accompanying schedules and statements, and to the best of my knowledge and belief, it is true, come and complete. Dedaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU OF RS~N-~ESP~- IBLE FOR F~NGIRN DATE / n 109 SPRING GROVE ROAD PITTSBURGH PA 15235 SIGNAJdJRJa?10F PREPAREROTHER THAN REPRESENTATIVE .,~r~ 64 SOUTH PITT ~.STREE CARLISLE PLEASE USE ORIGINAL FORM ONLY PA 17013 Side 1 L 15056041125 15056041125 J ~ ~ t ~ 15056042126 REV-1500 EX Decedent's Social Security Number Decedents Name: MYRTLE E. GREENE 0 1 3 0 3 0 1 1 6 RECAPITULATION 1. Real estate (Schedule A) .................................... .... 1. 0 , 0 0 2. Stocks and Bonds (Schedule B) ........... .................... , , , 2. 0 . 0 0 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C) .. ... 3. 0 , 0 0 4. Mortgages & Notes Receivable (Schedule D) ..................... ... 4. 0 , 0 0 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) .... ... 5. 1 2 5 4 8 2. 6 4 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. 6 5 2 1 7 , 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested .... ... 7. 1 3 1 7 7 5, 8 0 B. Total Gross Assets (total Linesl-7) ,,,,,,,,,,,,,,,,,,,,,,,, ,,, g. 3 2 2 4 7 5, 4 4 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ............. ... 9. 2 1 3 1 0 , 5 1 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ......... ... 10. 4 7 9 3 , 7 5 11. Total Deductions (total Lines 9 & 10) ........................ ... 11. 2 6 1 0 4 , 2 6 12. Net Value of Estate (Line 8 minus Line 11) ...................... ... 12. 2 9 6 3 7 1 , 1 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............... ... 13. 0 , 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ........ . . . .. . . . . . 14, 2 9 6 3 7 1, 1 8 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 .o _ 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 2 9 7 7 4 0. 9 5 16 1 3 3 9 8. 3 4 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 1S 0. 0 0 19. Tax Due .............................................. 19 . 1 3 3 9 8. 3 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 15056042126 15056042126 tEV-1500 ~X Page 3 Decedent's Complete Address: E. GREE 1225 WILSON LANE APARTMENT 1138 CITY MECHANICSBURG fax Payments and Credits: • Tax Due (Page 2 Line 19) '. Creditsr'Payments A. Spousal Poverty Credit B. Prior Payments C. Discount InteresUPenalty if applicable D. Interest E. Penalty If Line 2 is greater than Line 1 +Line 3, enter the difterence. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 +5A. This is the BALANCE DUE. ZIP 17055-67tS4 (1) 13,398.34 (2) 0.00 (3) 0.00 (4) 0.00 (5) 13.398.34 (5A) (5B) 13,398.34 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? .....:................................................. ^ ^ X^ 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? ......... ^ ^ a ^X 4. Did decedent own an Individual Retirement Acxount, annuity, or other non-probate property which contains a beneficiary designation? ....................... ......... .................................................................. ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. or 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 three (3) percent (72 P.S. §9116 (a) (1.1) (i)]. or 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 '2 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 !ing a tax return are still applicable even if the surviving spouse is the only beneficiary. or dates of death on or after July 1,2000: he 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 doptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)], he 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 2 P.S. §9116(1.2) [72 P.S. §9116(a)(1)j. he 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 ~ection 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. File Number 21 07 0144 STATE PA Total Credits (A + B + C ) Total InteresUPenalty (D + E ) REV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER MYRTLE E. GREENE 21 07 0144 Ali real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the rice at which ro exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowt dge of the relepvant facts ould be Real ro which is ointl owned with rf ht of survivorshi must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VAOF DEATHTE 1. ~ NONE 0.00 TOTAL Also enter on line 1, Recapitulation) S 0.00 (If more space is needed, insert additional sheets of the same size) ~ REV-15p3 6JC+(6;98), SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONbS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MYRTLE E. GREENE 21 07 0144 All property Jointly-owned with right of survivorship must. be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter on line 2 Recapitulation) ! S 0 00 (If more space is needed, insert additional sheets of the same size) Rev-tsoa Ex + fs-ss~ ' ~ SCHEDULE C CLOSELY•HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR IN RESIDENT DECEDEN RN SOLE-PROPRIETORSHIP eer~re nr rl~t nUM6ER MYRTLE E. GREENE 21 07 0144 Schedule C-1 or C-2 (including ali supporting information) must be attached for each cbsely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted forsole-proprietorships. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1. NONE TOTAL (Also enter on line 3, (If more space is rreeded, ~sert additional sheets of the same size) tEV-1507 EX + (6:98) , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE :a rA~ c yr FILE NUMBER MYRTLE E. GREENE 21 07 0144 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter on line 4, Recal (If more space is needed, insert additional sheets of the same sae) REV-1508 EX + (8-9e) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER MYRTLE E. GREENE 21 07 0144 Indude the proceeds of litigation and the date the proceeds were received by the estate. Ail property joiMty-owned with fight of survivorship must be disclosed on sched„u~ F ITEM NUMBER DESCRIPTION 1. FRANKLIN TEMPLETON INVESTMENTS High Income Fund - Class A - No.105-501236158 Value based on statement attached as Exhibit "B" 2. MFS GOVERNMENT MARKETS INCOME TRUST Account No. 00000207217 Value based on statement attached as Exhibit "C" 3. PUTNAM INVESTMENTS Investment Account No. 0628536715 Value based on statement attached as Exhibit "D" 4. 1993 CHEVROLET CAMARO COUPE VIN No. 2G1FP22S3P2138956 Value based on Kelley Blue Book statement attached as Exhibit "E" 5. COUNTRY MEADOWS Refund of Pre-Paid Room and Board 6 Unearned Insurance Premium Refund 7. IMFS GOVERNMENT MARKETS INCOME TRUST Dividends 8. INTEGRITY BANK CD Nos. 10883,10885, 10887, 10888,11070,11221, 11222,11223 Value based on attached Exhibit "F" VALUE AT DATE OF DEATH 6,968.94 9,006.24 20,078.87 2,925.00 31,614.44 156.60 157.31 54,575.24 TOTAL (Also enter on line 5, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER ~AYRTLE E. GREENE 21 07 0144 Han asset was made joint within one year of the decedenrs date of death, R must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT -. SANDRA E. KENNERDELL 109 SPRING GROVE ROAD DAUGHTER PITTSBURGH PA 15235 OINTLY-OWNED PROPERTY: EM IMBER LETTER FOR JOINT TENANT DATE MADE JOINT- DESCRIPTION OF PROPERTY INCLUDE NAME OF FlNANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-FIELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS -NTERES7 A 612004 MEMBERS FIRST FEDERAL CREDIT UNION 20,334.64 50. 10,167.32 CD Account No. 479686 See Exhibit "G " A 612004 MEMBERS FIRST FEDERAL CREDIT UNION 20,334.64 50. 10,167.32 CD Account No. 479687 See Exhibit " G" A 6/2004 MEMBERS FIRST FEDERAL CREDIT UNION 20,334.64 50. 10 167.32 CD Account No. 479688 , See Exhibit "G " A 612004 MEMBERS FIRST FEDERAL CREDIT UNION 27.18 50. 13 59 Savings Account No. 479689 . See Exhibit " G" . A 6/2004 SOVEREIGN BANK (formerly Waypoint Bank) 62,215.75 50. 31 107.88 CD Account Nos. 1055481806, 1055481780, , 1055481772 and 1055481798 -See Exhibit "H " A 01/2005 COMMERCE BANK 5,142.59 50. 2 571.30 Checking Account No. 0082001223 , See Exhibit "I " A 212005 AMERICHOICE 2,044.54 50. 1,022.27 Account No. 37168-60, Certificate No. 2360 See Exhibit "J" _ TOTAL (Also enter on line 6, Recapitulation) I S 65,217 00 (If more space is needed, insert additional sheets of the same size) 3EV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY :STATE OF _ FILE NUMBER ~AYRTLE E. GREENE 21 07 0144 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM uxxunEn+eruu~eoFn~rer~,n~Rr~unoNSHiProoEC.~oeNrua~ DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE UMBER n+Enn~OF~"""nACHA00%'°FTMEOEEOr~~xEST~h. VALUE OF ASSET INTEREST I~~ar~ VALUE 1. STATE FARM BANK (Transfer to Daughter of 50% - 916/06 131,775.80 100. 131,775.80 CD Account No. 1013475786 and 1013475621 See Exhibit "K" -TOTAL (Also enter on line 7 Recapitulation) ~ S 131,775 80 (If more mace is needed, insert additional sheets of the same sae) REV-1511 EX + (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES St INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MYRTLE E. GREENE 21 07 0144 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT ~. FUNERAL EXPENSES: 1. NEILL FUNERAL HOME 4,407.17 2. MISCELLANEOUS FUNERAL SUPPLIES 38.91 ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees IRWIN LAW OFFICE 3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant Street Address C~' State Zip Relationship of Claimant to Decedent 4• Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 5 Accountants Fees 6. Tau Return Preparers Fees SOLIDER TAX SERVICE - 2005 Income Tax Preparation 7. GEORGE W. WEAVER & SON -Moving and Storage t3. U-HAUL MECHANICSBURG -Storage 9. SANDRA KENNERDELL - Reimbuirsement of Executrix's Travel Expenses 10. OMNI INSURANCE COMPANY -Auto Insurance Premiums 11. CUMBERLAND COUNTY REGISTER OF WILLS -File Inventory and Apprai: 12. AAA / PENNDOT -Expenses to Transfer Car Title 13,017.86 330.00 305.00 1,933.57 643.25 200.00 240.00 30.00 164.75 TOTAL (Also enter on line 9, Recapitulation} I S (If more space is needed, insert additional sheets of the same size) 0.51 REV-1512 DC + (1~-03~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS -" "' " - -' FILE NUMBER MYRTLE E. GREENE 21 07 0144 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. VALENTINE ~ KEBARTAS 63.51 T-Mobile Account 2. HEALTH SOUTH Medical Bill 3. COUNTRY MEADOWS Nursing Home Bill 4. KILMORE EYE ASSOCIATES Medical Bili 5. WELTMAN, WEINBERG ~ REIS Discover Card Account 6. WEST SHORE EMS Medical Bill 7. VERIZON Utility Bill t3. HSBC BANK Credit Account No. 5937199 TOTAL (Also enter on line 10, Recapitulation) I ; (If more space is needed, ~sert add~honal sheets of the same size) 37.38 1,782.04 20.00 1,082.48 1,371.53 26.89 410.12 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA u~uco~renirc rev em ~.~.. SCHEDULE J BENEFICIARIES w ~ r ~ ~ yr FILE NUMBER MYRTLE E. GREENE 21 07 0144 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE j TAXABLE DISTRIBUTIONS [ndude outri ht spousal distributions, and transfers under Sec. 9116 (a~ (1.2)] 1. SANDRA E. KENNERDELL Lineal 109 Spring Grove Road 100% Residue Pittsburgh PA 15235 i ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. NONE 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS i. NONE TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I s (If more space Is needed, insert additional sheets of the same size) 0.00 EXHIBIT `A' I, MYRTLE E. GREENE, of 1428 Raven Hill Road, Mechanicsburg, Cumberland County, Pennsylvania 17055, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. B The sum of $10,000.00 to my son, Richard G. Greene; and all the Rest, residue and remainder to my daughter, Sandra E. Kennerdell. l_~~ WE, MYRTLE E. GREEN, HEATHER A. BARBOUR and GAY L. IRWIN, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. MYRTLE E. GREENE HEATHER A. BARBOUR GAY L. IRWIN COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :ss: Subscribed, sworn to and acknowledged before me by MYRTLE E. GREENE, the testatrix herein, and subscribed and sworn to before me by HEATHER A. BARBOUR and GAY L. IRWIN, witnesses, this day of November, 1997. Notary Pubtic EXHIBIT `B' FP 01 073259 25623 B 275 A MYRTLE E GREENE 1225 WILSON LN APT 1138 MECHANICSBURG PA 17055-6764 ~; e FRANKLIN TEMPLETON INVESTMENTS Transaction Confirmation November 1 , 2006 Financial HOUSE, Page 1 of 1 Advisor: FRANKLIN TEMPLETON DISTRIBUTORS INC Customer franklintempleton.com Service: Shareholder Services 1-800/632-2301 TDD (Hearing Impaired) 1-800/851-0637 Mailing 100 Fountain Parkway Address: PO Box 33030 St. Petersburg, FL 33733-8030 Franklin Hi h Income Fund -Class A Fund-Account Number: 105-501236158 NASDA S mbol: AGEFX Asset Summary Number: 01563276 Transaction Details DATE TRANSACTION DOLLAR AMOUNT 11-01-06 BEGINNING BALANCE 11-01-06 DIV PAID OUT 0.0125 $6,968.94 SHARE PRICE SHARES TOTAL SHARES 11-ol-oe TOTAL ACCOUNT VALUE: $6,968.94 AT $2.10 PER SHARE $2'10 3,318,542 --__ 0.000 3,318.542 Shareholder Information • Lookingfor a holiday gift that lasts a lifetime? Give the gift of education. Invest in a colleg financial advisor or call Franklin Templeton at 1-800/818-4030. e savings plan today. For more information, contact your Please tear at perforation below. EXHIBIT `C' ~omputershare August 13, 2007 Irwin Law Office 64 Sou#h Pitt Street Carlisle, PA. 17013 Computershare Investor Services 250 Royall Street Canton Massachusetts 02021 www.computershare.com RE: Estate of Myrlie E. Greene Company Name: MFS INVESTMENT MANAGEMENT / MFSF Holder Account Number: 00000207217 Registration: Myrtle E Greene Dear Sir /Madam: Thank you for your inquiry regarding the share balance of the above referenced account. We appreciate the opportunity to be of service to you. On November 11, 2006 account number 00000207217 held 1392 shares. On that date, the closing price was $6.47 per share giving the above referenced account a total market value of~9,0006.24. q.~vbco _~~ If you have any further questions, please visit our web site at www.comoutershare.com. Or you may contact us by phone at 781-575-2879. We offer an automated telephone service to assist you at any time, or you may reach a representative Monday through Friday, 9 AM to 5 PM Eastern Time. Sincerely, hris ine a II Canton Contact Center Group Computershare Shareholder Services REF: cr/UI60000659620 Enclosures: EXHIBIT `D' PU T NA M - 2006 YEAR-TO-DATE STATEMENT INVESTMENTS l~ii2oo6 - 9/30/2006 >01664 3360923 001 ^92033 MYRTLE E GREENE 5225 WILSON LN APT 1138 MECHANICSBURG PA 17055-6665 Founded in 1937, Putnam Investments began with the principle that a balance between risk and reward is the mark of a well-rounded financial program. Today, we manage money with a focus on consistent results, and this prudent approach remains the foundation of our investment philosophy. Your client For help with your number: investments, contact: 0628536715 PLEASE PROVIDE US WITH THE NAME OF YOUR INVESThIENT DEALER & REP For help with your account, contact: Putnam Investments 1-800-225-1581 www.putnam.com Total value as of 9/30/2006: ~ $20,078.$7 ACCOUNT SUMMARY This quarter Year to date Beginning balance $19,432.21 $19,626.21 Change in value 646.66 452.66 Ending balance (9/30/2006) $20 078.87 $20,078.87 Need a gift this holiday season? Consider a 529 account for a child in your life. Thanks to recent changes in the tax law the federal tax-free treatment of qualified withdrawals has been extended indefinitely, $ ~v: ~.~~i~~"~'~ S~ ~" .~- 6.5 ~,~~,~°~«pY~ PAGE 1 OF 4 n7RRd 9'3Rn0» M'i'i7R nnaann nnnn, innnn~ EXHIBIT `E' Kelley Blue Book - Ynvate Party Pricing Report -Chevrolet, Camaro tx>: ~ ~, A ~ I More Photos ~;~ adveltLSentent Quidr Dealer Price Quota Sesreh Used Car Listings list Your Car !or Sale USED GRR9 ~ w 1 '~~IIll~i4lll~~ ttamw > .tlsw.d_6an. > 1.44.3. > Shavrslst > tamAra > Stiawte.lR > Eawpm.nt 'iitilJiiiiiii'S Print This 1993 Chevrolet Camaro Coupe 2D ~ ' Trade-In Value Private Party Value f ~ ~ Estimated Payments ..........................._..._._..___...---...._.........._......_._... 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Find out morn, Click FIND THE R16NT CAR Compare Uced vs. Naw Under 55,000 Both New and Used Coupe To Vfew List, Click VIEW ANOTHER VENICIE Select Year... Select Make... Select ModP.t... Or Search by Category ~~ ~~~ \ e Sell YouLrCoupetings Page 1 of 2 advertisement ~ Average Consumer Rating (31 Reviews} Read Reviews {E Vehide Highlights j Mileage: 52,000 Engine: V6 3.4 LI[er j Transmission: Automatk Drivetraln: RWD Selected Equipment Change Equipment I Standsrd i Alr Conditioning AM/FM Stereo Power Steenng Dual Front Air Bags Blue Book Private Party Value Pnvate Parry Value Is what a buyer can expect to pay when buying a used car from a private party. The Pnvate Party Value assumes the vehlde Is sold "As Is" and carries no warranty (other s than the continuing factory warranty). The Bnal sale pnce may vary depending on the vehicle's http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?VehicleId=Ny8yMC8yMDA3 fD... 7/ 18/2007 EXHIBIT `F' NOTICE TO'~USMER AS A CONDITION TO THIS INSTTIUTION'S ISSUANCE OF THLS CHECK, PURCHASER AGREES TO PROVIDE AN INDEMNITY BOND PR10R TO THE REFUND OR REPLACEMENT OF THLS CHECK IN THE EVENT TT IS LOST, MLSPLACED OR STOLEN. CASHIER'S CHECK REMITTER 10315 ~,.. ~ ~' ~~~,~ ,~ ~~ 60'1878/0313 DRAWN TO THE ,~ .w ,~ ~ . ~ ~ ,~, - ,~.. ORDER OF y ~.?M *- ~ „ : ,. ., 41u:~' ~,za+~~ m s~ ~` +" ,~°r;' ~~ rj` ,~ ~` 3' iY; ly~~~ '4 ae14.:`P"P ~;~°'~,`~ t~ ti~ #6{{P J,~ ~` .,#~~F~~ .~~, ar .P±s ?: 'ri i .w a ~ .r ,~ . #, ty A c ~ r. a k . +t In. g ~. ~' '. ~~~~ r r,..\ Integrity ~, Camv Mill, PA t7ott CUSTOMER'S MEMO: i~'0 10 3 15ii' ~:0 3 1 3 18 78 7~: 5 2000000 10~i' EXHIBIT `G' ~~ iVI~~VI~ERS 1`t FI:U~.ttALCK~t)1T UNtU~i Member Services Acct XX~~~395 KENNERDELL,SANDR Eff: 05/23/07 Pst: 05/23/07 Tlr: 0365 ID DUE DATE PRINCIPAL INTEREST FEES NEW BALANCE TRAM AMOUNT SEQ inTithdrwl from 12 MONTH CERT MONTHLY 40 Prev Bal: 20,334.64 40 05/22/08 20,334.64- 0.00 0.00 0.00 20,334.64 #479686 inTithdrwl from 12 MONTH CERT MONTHLY 41 Prev Bal: 20,334.64 41 05/22/08 20,334.64- 0.00 0.00 0.00 20,334.64 #479687 i+Tithdrwl from 12 MONTH CERT MONTHLY 42 Prev Bal: 20,334.64 42 05/22/08 20,334.64- 0.00 0.00 0.00 20,334.64 #479688 deposit to REGULAR SAVINGS 00 Prev Bal: 27.18 00 61,003.92 0.00 0.00 61,031.10 61,003.92 #479689 Authorized by ID Source: Driver Lic ~1SigCard ^ Known ^ Other SANDRA E KENNERDELL EXHIBIT `H' • ~ ~ ~ ~; -..-~ :Sovereign Bank CONFIRMATION Reference Number 3851228 09/06/2005 MYRTLE GREENE BETHANY VILLAGE 1525 WILSON LANE APT 1138 MECHANCSBURG PA 17055 Dear Valued Customer: This letter is to confirm that we received and processed the address change request for the following account(s). Account Product Description Ending In 1780 48 - 59 Month CD 1806 48 - 59 Month CD 1798 48 - 59 Month CD 1772 48 - 59 Month CD Your updated information is as follows: BETHANY VILLAGE 5225 WILSON LANE APT 1138 MECHANCSBURG PA 17055 Please verify that the information is correct. If there is any incorrect information, please feel free to contact one of our customer service representatives 24 hours per day, 7 days per week at: 1-877-SOV-BANK (1-877-768-2265) 1-800-428-9121 (TlY/TDD) sovereignbank.com If the information we have listed is correct no further action is needed. Thank you for your cooperation. Please know Sovereign Bank values your patronage, and looks forward to a continued association with you. Sincerely, Your Personal Banking Representative ~~', ,~~ ~~ OFFICIAL CHECK ~:~ ~µS overeign Bank Agent for Travelers Express ~~~~~~ 22_,676 960 O7~t~~'~!~37 Vtail~ I ~ At.t~t Omer ~~':jk~~.rk:~r~al~~lc~-~, 21S a ~7.~ TO THE ~~ ~,~~~~~ ORDER OF ISSUED BY: TRAVELERS EXPRESS COMPANY, INC. P.O. 80X 9476, MINNEAPOLIS, MN 55480 DRAWEE: US BANK, ST. PAUL, MN Drawer: Sovereign Bank NON NEGOTIABLE CUSTOMER COPY AUTHORIZED SIGNATURE Sovereign Bank Metbo Account Holder: SgNpRA KENNERDEL~ b2, 215, 75 Account plumber. Branch Number: 0233 DETACH AND RETAIN FOR YOUR RECORDS pax ~~~as EXHIBIT `I' Commerce CBank Commerce Bank/Harrisburg N.A. 3801 Paxton Street Harrisburg PA 17111 888-937-0004 MYRTLE E GREENE SANDRA E KENNERDELL 4905 E TRINDLE RD APT 1061 MECHANICSBURG PA 17050 ACCOUNT NO. * CHECKING PLUS CLUB CYCLE-O1 P.CCOL'NT NUMBER 0092001223 PREVIOUS STATEMENT BALANCE AS OF 11/07/06 ..... 5,142.59 PLUS 3 DEPOSITS AND OTHER CREDITS LESS 5 CHECKS AND OTHER DEBITS ~~~~~" " " " " 1,553.01 CURRENT STATEMENT BALANCE AS OF 12/07/06 ..... " '"' 1,874.08 NUMBER OF DAYS IN THIS STATEMENT PERIOD 30 " " " " ' 4,821.52 -------------------------------------- -------------------------------------- *** CHECK TRANSACTIONS *** SERIAL DATE AMOUNT SERIAL DATE AMOUNT 2969 12/01 63.51 ----------------------------------------------------- ------------------------ ** CHECKING ACCOUNT TRANSACTIONS *** . DATE DESCRIPTION DEBITS CREDITS 11/15 AC-WEST SHORE CLUB -CASH TRANS 191.97 11/22 DEP DDA 0387 11/22 137.37 12:35500 ROSS ST PITTSBURGH PA 12/01 AC-US TREASURY 310 -SOC SEC 1,415.00 12/04 AC-VERIZON -PaymentREC 47.10 12/04 AC-US TREASURY 310 -REVERSAL 1,415.00 12/05 AC-AARP HEALTH CARE-PRFMIjJjyj 156.50 12/07 INTEREST PAYMENT 64 ----------------------------------------------- --------------------------------- *** BALANCE BY DATE *** 11/07 5,142.59 11/15 4,950.62 11/22 5,087.99 12/01 6,439.48 12/04 4,977.38 12/05 4,820.88 12/07 4,821.52 PAYER FEDERAL ID NUMBER 23-2324730 INTEREST PAID YEAK 'rV LATr; 4x.56 ------------------------------------- • ------- *** INTEREST EARNED THIS STATEMENT PERIOD *** DAYS IN PERIOD ................ 30 INTEREST EARNED .. ~~~~~~~~~ .64 ANNUAL PERCENTAGE YIELD.EARNED (APY)..,. 0 15$ ------------------------------------------------ MANAGING YOUR ACCOUNT IS ABOUT TO GET EASIER... LOOK FOR OUR NEW STATEMENT DESIGN COMING SOON! \IATl~_ - Page 1 of 2 ~~ STATEMENT DATE •-.+. ~. arc nwertat slut rVR IMPORTANT INFORMATION Member FDIC EXHIBIT `J' ,~ ~~~~. l~ r~ ~ `~` ~' ~ ~, n i ,r. ~.. ~• • •• ~ ~ • _ __ _.___ 220525 ~ ~ ~ ~ ~ 60-8226/2313 1'fwb~ernl~ c~~nlx liP1lUM DATE 4/23/07 THIS IUOCUME'NT h1gS A WgTERMgFfF( ~LUJRF.SCCNTF'lBF{7S, CNEftR1pgL Hk,SiTly Pql-El{ ABSENCE pF TI•IF,SE FEATURES W1L1.1Ng1CATE q CpWV pAy ********* TWO THOUSAND TWO HUNDRED FOUR DOLLARS AND 54 CENTS ********* AMOUN*('*****2, 204.54** VOID AFTER 90 DAYS PAY SANDRA KENNERDELL _ TO THE ORDER ~ OF AUTH IZED SIGNATURE 11' 2 20 5 2 511' ~: 2 3 1 38 2 26 7•:0 L 3099999811' AME MYRTLE E GREENE 4/23/07 CHECK :220525 DATE NUMBER DEBITS CREDITS ACCOUNT NUMBER TRANSACTION DESCRIPTION 2,204.54 CHECK AMOUNT DISBURSED 2,204.54 CHECK WITHDRAWAL Ask about our low loan rate! www.americhoice:org ACCOUNT NUMBER 37168-O1 ACCOUNT BALANCE ADDITIONAL INFORMATION TELLER-24/TRANSACTION CODE-14 _ i ~ EXHIBIT `K' - ~ - j ~ . 008451 1004106 ~~. P.0. Box 2316, Bloomington, Illinois 61702-2316 GREENE OR SANDRA E KENNERDELL i.'INDLE RD APT 1061 iBURG PA 17050-3662 COn$Ol~dated ACCOUnt Statement ~i~~~~uu~~~n~~u~~~uu~~~~~~u~i~uu~~~~ Page 1 of 3 Statement Date December 18, 2006 using State Farm Bank®. We're proud to help tjou manage r~our ..°ormation about our other .financial services, p~Zease contact rlvur - rent, call 1-877-SF4-BANK (1-877-734-2265), or visit ~. ~~~;~ ;. . ~'~ ~.}. .a stions about your account(s), please contact us toll free at 7-877-SF4-BANK (1-877-734-2265). • Accounts at a Glance ption Account Number Balance Amount on 12-18-2006 1013475786 1013475812 81,074.14 50,701.66 `ficates of Deposit 1013475786 09-06-2007 Iev.01-09-2004