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HomeMy WebLinkAbout02-10-09N 15056041125 ~J L~ ~ REV~~ OU EX 06 05 ~/ PA Department of Revenue ( - ) OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 2 1 0 7 1 0 9 5 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BEL OW Social Security Number Date of Death Date of Birth 0 9: 0 2 2 0 9 4 3 1 1 1 2 2 0 0 7 0 8 2 7 1 9 2 6 Decedent's Last Name Suffix Decedent's First Name MI J o y c e G e r a l d i n e L (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 IIV APPROPRIATE OVALS BELOW 0 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent 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 TO: NamE; Daytime Telephone Number T h e r e s a L S h a d e W i x 7 1 7 6 5 2 8 4 5 5 Firm Name (If Applicable) _____ j REGISTER OF WILLS USE ONLY W i x W e n g e r & W e i d n e r j First line of address rv ` -~ :~ - ~J ..~' 4 7 0 5 D u k e S t r e e t I ' 1 . ~ ;l `~ Second line of address ~ ~ j '' ~ - r-r ; ._. ' ~ ;?~ --' ,,-~ i City or Post Office _ ~ ~ State ZIP Code D~fiIL'ED ~ -,-7 H a r r i s b u r g P A 1 7 1 0 9 ~° ~' ~' r~• r-n .. .. . ' , ~y ~ ~ ' . .,, Correspondent's a-mail address: tISW2000@aOj.COm Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tnie, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT OF P6t~SON IQESP0N6`I$1 F F(~R FII INC; RFTI IRN ~ ., . _~ i Side 1 15056042125 15056041125 r~ REV-1500 EX Page. 3 Decedent's Complete Address: File Number 21 07 1095 DECEDENT'S NAME Geraldine L..Joyce _ STREET ADDRESS 3905 Ridgeland Boulevard -- _ _ _ CITY 'STATE ZIP Mechanicsburg ~ PA 17050 Tax Paym~ants and Credits: ~ Tax Due (Page 2 Line 19) 2. CreditslPayrnents A. Spousal Poverty Credit B. Prior Payments _ C. Discount 3. Interest/Per~alty if applicable D. Interest E. Penalty (3) 0.00 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E ) 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. 5. If Line 1 + tine 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. {4) 3,601.87 (5) 0.00 (5A) (56) 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? ... ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................ ...... © ^ 0.00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §911Ei (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 irnposed 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 irnposed 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. §911Ei(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 isdefined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 23,000.00 19.398.13 23,000.00 ],5056042126 REV-1500 EX Decedent's Social Security Number Decedent'SName: Geraldine L. Joyce 0 4 0 2 2 0 9 4 3 RECAPITULATION 1. RE;aI estate (Schedule A) ........................................ 1. 2 9 2 9 9, 5 0 2. Stocks and Bonds (Schedule B) .................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C} ..... 3. 3 8 3 7 5 0 0 4. Mortgages & Notes Receivable (Schedule D) ................. ..... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. 5 5 7 4 0 , 8 4 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 1 5 6 4 0 , 4 1 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 3 3 (Schedule G) ~ Separate Billing Requested ..... .. 7. 3 5 5 7• 8 7 8. Total Gross Assets (total Lines 1-7) .................... ..... .. 8. 4 7 2 6 1 3 6 2 9. Funeral Expenses & Administrative Costs (Schedule H) ......... ..... .. 9. 3 2 8 3 9 • 2 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... ..... .. 10. 8 7 0 4 7 4 11. Total Deductions (total Lines 9& 10) .................... ..... .. 11. 4 1 5 4 4 0 3 12. Net Value of Estate (Line 8 minus Line 11) .................. ..... .. 12. 4 3 1 0 6 9 , 5 9 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. 4 3 1 0 6 9 • 5 9 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 0 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 4 3 1 0 6 9 5 9 16 1 9 3 9 8 1 3 17. Amount of Line 14 taxable 0 0 i 0 0 0 0 at sibl ng rate X .12 17. , 18. Amount of Line 14 taxable 0 0 t ll 0 0 0 0 a co ateral rate X .15 18 19. 'fax Due ......................................... ..... ..19. 1 9 3 9 8 1 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1,5056042126 15056042126 J REV-1502 EX + ;6-98) COMMONIWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER Geraldine L Joyce 21 07 1095 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a wiling buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real orooertv which is iointlyowned with right of survivorship must be disclosed on_Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Real Estate located at 3905 Ridgeland Blvd., Cumberland Co., Mechanicsburg, PA 17050 (Owned by Geraldine L. Joyce who died on November 12, 2007. Raymond L. Joyce, Jr. died October 29, 2003 leaving to survive his widow in whom the entire title vested as survivor of the tenancy by the entireties, Geraldine L. Joyce, now deceased) (See Schedule A. Exhibit 1) **The property has not yet been sold. A Supplemental Return will be filed after the property is sold"` TOTAL (Also enter on line 1 (If more space is needed, insert additional sheets of the same size) r; I~ i . ; i I _. ., .. raa.rr--w...ua Dwd-88sr1 rws-Ad IWt-ArtuN/ 1w TbF-fwa'Lat n...r a.n. r,... rdw.. r.. uuull~,~„',1 i~a{it 95p / ~". ~, !' ~~ h~fADE THE ~} day of ~,.v.<`p ~ in the year . of our Lord one thousand nine hundred and sixty-zive (19 ) BETWEEN WILLIAM B. TEDIt1Y and SHIR.LEY A. '!'ENNY, his wife, ~'of the' Township of Hampden, County of Cumberland and State of Pennsyl- ~. v~ania, parties of the .first part, • ~; Grantors r and RAYMOND L. JOYCE, JR. and GERALDINE L. JOYCE, his'v~ife,' oi' Pennsaukin, New Jersey, parties of the second part,' j Grantee; ' ; W:TNESSETH, that in consideration of the sum of I Twenty-Nine Thousand Two Hundred ($29,200.00) DoUara, in hand paid, the receipt whereof u hereby acknowledged, the said praetors do hereby grant anti convey to the said gmntcc, s , ALL THAT CERTAIN Lot of Ground situate in the Township of ' Hampden, County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: 0,1 Q1G ~s ~~~~ 9a. ~o ~-~,~. BEGINNING at a point on the eastern line of Willcliff Drive.' (50 feet wide), which said point is in the division line between Lots Nos. 25 and 26 on the hereinafter mentioned Plan of Lqts; thence extending along the eastern line of Willcliff Drive, South '', 7 degrees East, one hundred five (105) feet to a point in the ~ ' northern line of Ridgeland Boulevard (70 feet wide); thence ex- ~; tending along the northern line of Ridgeland Boulevard, North $3 ' deF;rees East, one hundred fifty (150) feet to a point; thence .North 7 degree;, Flest, One hundred five (105.) feet to a point; thence along the division line between Lots No. 24 and 26 and Lots No. 25 and 2b on said Plan, South S3 degrees West, ono hundred fifty (150) feet to a point in the eastern line of Willcliff Drive,. aforesaid, at the point and place of BEGINNING. BEING all of Lot No. 25 and the western fifty (50) feet of Lot No. 24 in the Plan of Lots known as RIDGELAND FARMS (Plan No. I) which ;,aid Plan is recorded in the Cumberland County Rocordor's Office in Plan Book 11, at Page 40. BU NG a part of the ~arr~a premises which Clifford M. Sgrignoli and :Villinm D. Tcnny Co-pnrtnors, joinnd by thoir reapoc;tivo ,wive3, and by their Deed dated the 15th day of November, 1963, andire- corded in the Cumberland County Recorder's Office in Deed Book "A", Volume 21, at Pape 85$, grantod and conveyed unto William R.' Tenny~ and Shirley A. Tenny, his wife, the grantors herein. ;iCA001 DISf. CImD. C~p~pa +_ ( ~ F`i'`.-~~ _ ,,' r~'~'~ 1!L Rul Erttiit t,J,r T r ~ r i ~~ ~~ h F:j "/ail ~. L 'rf ~ ~r ~ r ' 1~Ly,~ ~' M1 1` _ ~ I ~ 7 ..,r:~ fir, 1,-...~%fr ri_ ~'IIi-~~.: iI ;i Schedule A, Exhibit l BLVD the said Drantors , ,lo hereby eonvenant thatthey wtll i~'ARIt~IA'T GENnRALLY ihr' praprrfy hr.rcby canveycd. i ,,.. ~ '0 ~ ~ '~ ,: ~_•, ~ a. v ~ _„ ,- ra •a. ~ '~'!D ° ^~ Y ~- J r.j O 7 N .y IN i1'ITNESS IVlI/;lCL:OF, said Urantars hXVe hereunto act ti~eir Tian s ~td scat yz ~ thr, day and year fist above urritten. t}ipnrd, r3ralrit and i1r11urrrL ....~///~~q~C~L(~j}'~1/~j~.: .~ .. .. .........~......-...... YKAL [n tt,t ~ersrrnrr vl ~~/% 4lilliam tj enAy'~/~~ ~~ .......................f`.........---............ ..... , . ,- ..l ..... .. ._ ... .._.. ..__ .... RICA L / ~ .......... /.µ........... ..s.. .............. _.._..._ ~ rlc~l Tenny "~.. l ,~E~f~'.?'l~i~ F'~~~'c5~~tr~ l:~~r+~;?~i } -rE~;~~11~i -- ~~'t~tri I ~~:r~, ii~~ f ~ "~ XX~~ ' , ~1~f ~G~ ~ Hl ~, '~ (~. '` J r i" 7 . ~!A , IL~__ ~ 4 H ~`M ~j l ~~~~,V k~~^~• "/ 1 ~~ ~. r+ v,~X~~f'`~ u ~~i~.,~Y4:~-1 1r~1 ./_r~.ti~ ff ~~ ~ ti' fi .'~~j-~i/~ tai f~ r`'`'7'~'~'Y{~ r f-i k I _ • ..._ T State of Pennsylvania as. Cuunty of Cumberland 1~n this, the 5~ !~ day of June 1965 ,before tne. thr, undcrxiUacd oJJiccr, personally appeared William B. Tenay and Shirley A. Tenny, his ~n'lfe; known to mo (or satin/actorily proven) to be the pcrsols whasa tucmc ~ arc. subscribed to the within instrument, acid acb~ltowledged that they executed same Jor the purposes therein contcined. IN WITNESS WIfEREOF, !hereunto set my hand and o~cXal seal. •,,,.•••••• 9 ru;v, r. ~r.3 u~.:~r:Tf~,;~., ,.: ~ ~~ ~U~ NyIyCH/Cf.'n~t1.G 39'.n~^rw ; ., 9iY ~ 9.... ..............................:.t'n:3.91.i.~L•:ntii;aSli1..__.~.1' TiUe.;7,~.,Oflicer. ,'~, , . .. .• .j do hrreby certify that the pracjlre reridcnce and arn:pli'to poxt once address of the within named ~'rante~ is ~ ~ {~ )'y~,r_.~,~ ,u.~ «„G~:v~•~ ~~t . /,~ i Cif ~. ~ ~~ Attorney for ..__.~~":~~__._.:.~..~_ t~uut~ 21 rave ~is9 . '4' REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHE=RITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Geraldine L.. Joyce 21 07 1095 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. William Parker National Planning Corp., 4200 Crums Mill Rd., Harrisburg, PA 17112 26,837.50 Account No. 100737194 Stocks ABN AMRO/RIVER ROAD DYNAMIC EQUITY FUND CLASS N - $1,282.51 Diamond Hill Large-Cap Fund Class A - $1,347.32 Dodge & Cox International Stock - $2,146.36 Gateway Fund - $1,374.95 Marsico Growth FD - $2,573.90 Schroder Municipal Bond Fund Investor Shares - $4,322.01 T. Rowe Price Equity Income Adv - $3,643.24 T. Rowe Price Mid-Cap Growth Adv - $842.08 Tax-Free Short-Intermediate - $3,298.13 Third Avenue Real Estate Value Fund - $713.07 Vanguard Mun Bd Fd Inc Intr Te Admrl - $2,181.63 Vanguard Tax Exempt Money Market Fund - $333.48 Victory Diversified Stock Fund Class A - $1,408.73 Wells Fgo Avtg Sht-Tm Muni Bnd-Inv - $1,370.09 (See Schedule B, Exhibit 1) William Parker National Planning Corp., 4200 Crums Mill Rd., Harrisburg, PA 17112 2. Account #4NP779818 2,462.00 Fulton Finl Corp PA Com - $2,462.00 (See Schedule B, Exhibit 2) TOTAL (Also enter on line 2, Recapitulation) I $ 29,299.50 (If more space is needed, insert additional sheets of the same size) Holldings by Investor Geraldine L Joyce 390;1 Ridgeland Blvd Mechanicsburg, PA 17050 Geraldine L Joyce Acct Name: Acct No: OOT06406257 Asset Name Ticker LEG VARIABLE CAPITAL 8 INC CL II William Parker National Planning Corp 4200 Crums Mill Rd 2nd Floor Harrisburg, PA 17112 717-541-1000 Combined Account Portfolio Date: 11 /12/2007 Created: 11 /21 /2007 Acct Type: UNKNOWN ACCOUNT TYPE Asset Type Mgt. Name Quantity Price(S) Value(S) NON-CLASSIFIED GENWORTH 19,930.34 9.76 194,460.34 FINANCIAL Account Total: $194,460.34 Acct Name: Geraldine Joyce 3905 Ridgeland Blvd Acct No: 100737194 Acct Type: OTHER Asset Name Ticker Asset Type Mgt. Name Quantity Price(S) Value(S) ABIJ AMRO/RIVER ROAD DYNAMIC ARDEX EQUITY ABN AMRO 107.32 11.95 1,282.51 EQUITY FUND CLASS N FUNDS DIAMOND HILL LARGE-CAP FUND DHLAX EQUITY DIAMOND HILL 79.30 16.99 1,347.32 CUSS A FUNDS DODGE 8 COX INTERNATIONAL DODFX EQUITY DODGE 8 COX 45.18 47.51 2,146.36 STOCK FUNDS GATEWAY FUND GATEX EQUITY GATEWAY 48.69 28.24 1,374.95 FUNDS MARSICO GROWTH FD MGRIX EQUITY MARSICO 115.53 22.28 2,573.90 FUNDS SCIiRODER MUNICIPAL BOND SMBIX FIXED INCOME SCHRODER 438.34 9.86 4,322.01 FUND INVESTOR SHARES FUNDS T. R;OWE PRICE EQUITY INCOME PAFDX EQUITY T. ROWE PRICE 124.47 29.27 3,643.24 ADV T. R;OWE PRICE MID-CAP GROWTH PAMCX EQUITY T. ROWE PRICE 13.87 60.73 842.08 ADV TA}:--FREE SHORT-INTERMEDIATE PRFSX FIXED INCOME T. ROWE PRICE 618.79 5.33 3,298.13 THIRD AVENUE REAL ESTATE TAREX OTHER MANAGERS 21.83 32.66 713.07 VALUE FUND SURPAS VAtGUARD MUN BD FD INC INTR VWIUX FIXED INCOME 166.16 13.13 2,181.63 TE ADMRL VANGUARD TAX EXEMPT MONEY VMSXX CASH OR 333.48 1.00 333.48 MARKET FUND EQUIVALENTS VICTORY DIVERSIFIED STOCK SRVEX EQUITY VICTORY 72.02 19.56 1,408.73 FUIVD CLASS A FUNDS WELLS FGO AVTG SHT-TM MUNI STSMX FIXED INCOME WELLS FARGO 140.38 9.76 1,370.09 BNID-INV Account Total: $26,837.50 Inconnplete'rf presented without accompanying disclosure page Page 1 of 4 Schedule B, Exhibit 1 Holdings by Investor Geraldine L Joyce William Parker Combined Account Portfolio 3905 Ridgeland Blvd National Planning Corp Date: 11/12/2007 Mec;hanicsburg, PA 17050 4200 Crums Mill Rd Created: 11/21/2007 2nd Floor Harrisburg, PA 17112 717-541-1000 Acct Name: GERALDINE L JOYCE 3905 RIDGELAND BLVD MECHANICSBURG PA 17050 Acct No: OOT06410617 Acct Type: UNKNOWN ACCOUNT TYPE Asset Name Ticker Asset Type Mgt. Name 4uantity Price(S) Value($) FTIE FRANKLIN INCOME NON-CLASSIFIED GENWORTH 4,895.04 11.60 56,798.68 SECURITIES FINANCIAL GEI TOTAL RETURN -CLASS 3 NON-CLASSIFIED GENWORTH 5,011.10 11.31 56,661.72 FINANCIAL Account Total: $113,460.40 Acct Name: GERALDINE L. JOYCE 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 Acct No: 4NP779818 Acct Type: Individual Asset Name Ticker Asset Type Mgt. Name Quantity Price($) Value(E) BROKERAGE MONEY MARKET CASH OR BROKERAGE 3,538.92 1.00 3,538.92 EQUIVALENTS MONEY MARKET FULTON FINL CORP PA COM FULT EQUITY 200.00 12.31 2,462.00, Account Total: $6,000.92 Acct Name: SEP FBO GERALDINE L JOYCE PERSHING LLC AS CUSTODIAN 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 Ac;ct No: 4NS445755 Acct Type: Pershing LLC Retirement Account SEP/SARSEP Asset Name Ticker Asset Type Mgt. Name 4uantity Price($) Value(S) BFOKERAGE MONEY MARKET CASH OR BROKERAGE 12,887.04 1.00 12,887.04 EQUIVALENTS MONEY MARKET Account Total: $12,887.04 Investor Total: $353,646.21 Incomplete H presented without accompanying discbsure page Page 2 of 4 Schedule B, Exhibit 2 REV-1504 EX + i6-98) SCHEDULE C CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR INHE=RITANCE TAX RETURN RESIDENT DECEDENT SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Geraldine L.. Joyce 21 07 1095 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Just Clogs-Sole Proprietorship, 15 W. Main St., Mechanicsburg, PA 17055 38,375.00 Just Clogs is a retail shoe store. The valuation of Just Clogs is based upon the inventory as of 12/31/07 and the goodwill of the store. The inventory as of 12/31/07 was conducted by Kathy Joyce and was $32,233.00. Affidavit verifying this information is attached hereto. The goodwill of the shoe store is based upon the average of the net profits for 2005, 2006 and 2007. The net profit for 2005 was $3,881.00, the net profit for 2006 was $4,919.00 and the net profit for 2007 was $9,625.00. The average of the three net profits is $6,142.00 Therefore, the valuation is the inventory, $32,233.00, and the average rtet profit, $6,142.00, or $38,375.00 Federal Income Tax Returns for the years 2003-2007 are also attached hereto. TOTAL (Also enter on line 3, Recapitulation) ~ $ 38.375.00 (If more space is needed, insert additional sheets of the same size) AFFIDAVIT I, Kathy L. Joyce, owner of Just Clogs, hereby verify that I conducted an inventory of the shoe store, Just Clogs, and certify that the value as of December 31, 2007 was $32,233.00. ,~ athy L. Jo e Sworn to end affirmed by me this ~-I-f''~ day of e r~~~,,,,~-- , 2009 o a Notary Public My Commission Expires: COMMUN`~'d~~Le"H Gr PrfiNSYLVANIA Notarial Seal Gaye L Crist, Notary Public Lower Paxton Twp., Dauphin County MY commission Expires Apr. 18, 2009 Member, Pei^nsv!v~r;., A~,<;acia_t~on of tVo'.^.ries Form •~ ~40 Label (See instructions) Use th<~ IRS label. Otherwise, please print or type. Presidential Election Campaign DECEASED Geraldine J Joyce 11/12/2007 Department of the Treasury -Internal Revenue Service U.S. Individual Income Tax Return 2~~7 For the year Jan 1 • Dec 31, 2007, or other tax year beginning , 2007, ending Your first name MI Last name Geraldine J Joyce If a joint return, spouse's first name MI Last name IRS Use Only - Do not write or staple in this space 2D OMB No. 1545-0074 Your social security number 040-22-0943 Spouse's social security number Home address (number and street). If you have a P.O. box, see instructions. Apartment no. YOU mUSt enter your 3905 Ridqeland Drive social security City, town or post office. If you have a foreign address, see instructions. State ZIP code ~ number(s) above. Checking a box below will not Mechanicsburg PA 17055 change your tax or refund. Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions) ................ ~ ~ You ~ Spouse Filing Status 1 X Single 4 LJ Head of household (with qualifying person). (See 2 Married filing jointly (even if only one had income) Instructions.) If the qualifying person Is a child but not your dependent, enter this child's Check only 3 Married filing separately. Enter spouse's SSN above & full name here . ~ one box name here . ~ 5 I I Qualifying widow(er) with dependent child (see instructions) Exemptions -~ 6 hecked d 6b . 1 hildren o; If mores than four dependents, see instructions. 6a 8 Yourself. If someone can claim you as a dependent, do not check box 6a ....... ..... on ea an b S OUSe .................................................................... ...... No. of c (2) Dependent's (3) Dependent's (4) ;f on 6c w c Dependents: social security relationship qualifying ~ lived number i0 yDU child for child with yon tax credit • did n (1) First name Last name (see instrs) live with due to d or separ (see ms' Depend on 6c nc entered n h Add nur >t you vorce ~tion rs) ... nts t above . rhers d Total number of exemptions claimed ........................................................ above ..... ~ 1 etc. Attach Form(s) W-2 ........................................ tips salaries 7 Wages 7 , , , Attach Schedule B if required ......................................... InCOf'ne 8a Taxable interest 8a 45 . . bTax-exempt interest. Do not include on line 8a ..............~ 8b~ 542. Attach Schedule B if required ....................................... 9a Ordinary dividends 9a 620 . . Attach form(s) W-2 here. Also b Qualified dividends (see instrs) .................................. ~ 9b~ 2 90 . or offsets of state and local income taxes (see instructions) ...................... attach Forms 10 Taxable refunds credits 10 , , W-2G and 1099-R ............................................................ received 11 Alimon 11 ........ y iftax w,as withheld. Attach Schedule C or C-EZ .................................. 12 Business income or (loss) 12 9, 625 . . If you did not 13 Ca ck here .......................... ~ ~ Att Sch D if regd. If not regd ain or (loss) ital 13 2 , 19 9 . , . g p get a W-2, Attach Form 4797 ............................................. 14 Other gains or (losses) ti t 14 . ons. ruc see Ins .. 15a IRA distributions 15a bTaxable amount (see instrs) .. 15b 7, 040. .......... 16a Pensions and annuities 16a I 13, 740. bTaxable amount (see instrs) .. 16b 11, 281. ...... S corporations, trusts, etc. Attach Schedule E .. partnerships royalties 17 Rental real estate 17 , , , Attach Schedule F .............................................. 18 Farm income or (loss) 18 . Enclose, but do ............................................... ~ .... ment compensation not attach any 19 Unem lo 19 ..... , p y payment. Alse, 20 ~ 20 a ~ 15 , 714 . ~ b Taxable amount (see instrs) .. benefits Social securit 20 b 6 , 8 0 4 . ........... y a please use 21 Other income V 40 21 ______________________________________ . - Form 10 22 Add the amounts in the far ri ht column for lines 7 through 21. This is our total income . ~ 22 37 , 614 . 23 Educator expenses (see instructions) ....................... 23 AdjUSted 24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach form 2106 or 2106-EZ .................... 24 GfOSS C01'T1e 25 Health savings account deduction. Attach Form 8889 ........ I 25 n Attach Form 3903 ....................... 26 Moving expenses 26 . 27 One-half of self-employment tax. Attach Schedule SE ........ 27 680. SIMPLE, and qualified plans ............ 28 Self-employed SEP 28 , 29 Self-employed health insurance deduction (see instructions) ............. 29 1, 819. s '' on early withdrawal of savings ..................... 30 Penalt 30 y paid b Recipient's SSN .... ~ .. 31 a Alimon 31 a y 32 IRA deduction (see instructions) ........................... 32 33 Student loan interest deduction (see instructions) ............ 33 Attach Form 8917 ............... ition and fees deduction 34 T 34 ; . u roduction activities deduction. Attach Form 8903 .............. 35 Domestic 35 ,. . p ....... 36 Add lines 23 - 31a and 32 - 35 ................ ............... 37 Subtract line 36 from line 22. This is your adjusted gross income ..................... BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. Folaott2 12/06/ 3 6 37 07 2, 499 . 35, 115 . Form 1040 (2007) Form 1040 (2007) Geraldine J Jo ce 040-22-0943 Pa e 2 Tax and . 3a Amount from line 37 (adjusted gross income) .......................................... 38 35 115 . Credii;s 39a Check _ if X You were born before January 2, 1943, 8 Blind. Total boxes Standard Deduction for - : L Spouse was born before January 2, 1943, Blind. checked - 39a 1 L L~ ~. b If your spouse itemizes on a separate return, or you were actual-status alien, see instrs and ck here ~ 39b 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ..................... ~:.:_- 40 , 650 . • People who 41 Subtract line 40 from line 38 .......................................................... 41 __ 28, 4 65 . checked any box on line 39a or 39b or h 42 If line 38 is $117,300 or less, multiply $3,400 by the total number of exemptions claimed on line 6d. If line 38 is over $117,300, see the Instructions ....................... 43 T bl i i 42 3, 400. w o can be claimed as a d d t axa e ncome. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0 . ....................................................... 43 2 5, 0 65 . epen en , see instructions. 44 Tax (see instrs). Check if any tax is from: a c 8 Form(s) 8814 b ~ Form 4972 Form(s) 8889 ......................... 44 3, 264 . • All others: 45 Alternative minimum tax (see instructions). Attach Form 6251 ........................... 45 0 , Single or Married 46 Add fines 44 and 45 ................................................................ ~ 46 3, 264 . filing separately, 3 47 Credit for child and dependent care expenses. Attach Form 2441 .......... 47 $5, 50 qg Credit for the elderly or the disabled. Attach Schedule R ..... 48 Married filing 49 Education credits. Attach Form 8863 ....................... 49 jointly or Qualifying 50 Residential energy credits. Attach Form 5695 ............... 50 widow(er), 51 Foreign tax credit. Attach Form 1116 if required ............. 51 3 , $10,700 52 Child taz credit (see instructions}. Attach Form 8901 if required ........... 52 Head of 53 Retirement savings contributions credit. Attach Form 8880 ... 53 household, 54 Credits from: a ~ form 8396 b ~ Form 8859 c ~ Form 8839 .. 54 $7'850 55 Oth c dit ~ 3g ~ b X~ eaoi er re s: a e 00 Form 55 1, 7 65 . 56 Add lines 47 through 55. These are your total credits ................................... 56 1, 7 68 . 57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- . ................. ~ 57 1, 4 9 6 . 58 Self-employment tax. Attach Schedule SE ...................................................... 58 1, 3 60 . Other' S9 Unreported social security and Medicare tax from: a ~ Form 4137 b ~ Form 8919 .................. 59 Taxes 60 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ................... 60 61 Advance earned income credit payments from Form(s) W-2, box 9 ....................... 61 62 Household employment taxes. Attach Schedule H ....................................... 62 63 Add Imes 57-62. This Is your total tax ...................................................... ~ 63 2, 856. Payrrlents ~ Federal income tax withheld from Forms WQ and 1099 ...... 64 1, 692 . 65 2001 estimated tax payments and amount applied from 2006 return ........ 65 2, 000. If you have a ~ 66a Earned income credit EIC 66a .......................... qualifying ( ) child, attach ~ b Nontaxable combat pay election ..... ~~ 66 b+ Schedule EIC. 67 Excess social security and tier 1 RRTA tax withheld (see instructions) ....... 67 68 Additional child tax credit. Attach Form 8812 ................ 68 69 Amount paid with request for extension to file (see instructions) 69 70 Payments from: a ~ Form 2439 b ~ Form 4136 c ~ Form 8885 70 71 Refundable credit for prior year minimum tax from Form 8801, line 27 ...... 71 72 Add lines 64, 65, 66a, and 67 through 71. These are your total payments ............................................................ ~ 72 3, 692 . Refuind 73 If line 72 is more titan line 63, subtract line 63 from line 72. This is the amount you overpaid ................ 73 836 . Direct deposit? 74a Amount of line 73 you want refunded to ou. If Form 8888 is attached, check here .. ~ ~ 74a 836 . See instructions - b Routing number ........ XXXXXXXXX ~ - c Type: I I Checking ~ Savings and fill in 74b, - d Account number ....... XXXXXXXXXXXXXXXXX 74c, and 74d or Form !3888. 75 Amount of line 13 you want applied to your 2008 estimated tax ........ - 75 AmOUnt 76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see instructions ............... ~ 76 You Owe 77 Estimated tax penaft (see instructions) ....................~ 77 Thirel Party Do you want to allow another person to discuss this return with the IRS (see instructions)? .......... Yes. Complete the following. X No Designee's Phone Personal identification Designee name no. number (PIN) - Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Here Your signature Date Your occupation (Daytime phone number Joint return? , See instructions. Self Em to ed Keep a copy Spouse's signature. If a joint return, both must sign. Date Spouse's occupation i ~° ; for your records. 1 ~ +r, ~-. ~~ ~,~:~-! Date Preparer's SSN or PTIN Preparer's Paid signature / LU Ann Sie fried Check ifself~employed 175-48-4559 Preparer's Firm's name Wagner's Tax Service UseOniy self employed),, 340 E. Louther St., Suite 1 EIN 23-2262892 address,and zIP code Car 1 i s 1 e PA 17 013 Phone no. Form 1040 (2007) FDIA0112 12/06/07 SCHE[)ULE C Profit or Loss From Business OMB No. 15450074 (Form 11]401 (Sole Proprtetorshtp) 207 Department of the Treasury 'Partnerships, joint ventures, etc, must file Form 1065 or 1065-B. LU Internal Revenue Service (99) 'Attach to Form 1040, 1040NR, or 1041, -See Instructions for Schedule C (Form 1040). segue ce No. 09 Name of proprietor Sociel security number (sSN) Geraldine J Joyce 040-22-0943 A Principal business or profession, including product or service (see instructions) B Enter code from instructions Just Clogs _ C Business name. If no separate business name, leave blank. f p Employer ID number (EIN), it any Just Clogs E Business address (including suite or room no.)' 15 W Main St . City,townorpostoffice,State,andZlPcode ---------'----------------`-----'------------------• Mechanicsbur Penna. 17055 F Accounting method: (1) X Cash (2) Accrual (3) Other (specify) - _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ G Did you 'materially participate' in the operation of this business during 2007? If 'No,' see instructions for limit on losses . X~Yes No H If you started or acquired this business during 2007, check here .............................................................. ~ Part t ~ '' Income 1 Gross receipts or sales. Caution. If this income was reported to you on Form W-2 and the ^ 'Statutory employee' box on that form was checked, see the instructions and check here ............ ~ 2 Returns and allowances ................................................................................ 3 Subtract line 2 from line 1 ............................................................................. . 4 Cost of goods sold (from line 42 on page 2) ............................................................. . 1 72,817. 2 2,020. 3 70,797. 4 36,739. 5 Gross profit. Subtract line 4 from line 3 .................................................................. 5 34, 058 . 6 Cther income, including federal and state gasoline or fuel tax credit or refund (see instructions) ....................................................................................... 6 7 Giross income, Add lines 5 and 6 ...................................................................... ~ 7 34, 058 . Part I Expenses. Enfer expenses for business use of vour home only on line 30. 8 Advertising .................... 8 2 , 612. 18 Office expense ......................... 18 4 9 8 . 9 Car and truck expenses 19 Pension and profit-sharing plans 19 (see instructions) .............. 9 4 , 10 6 . 20 Rent or lease (see instructions): 10 Commissions and fees ......... 10 2, 17 6 . a Vehicles, machinery, and equipment ..... 20a 11 Contract labor b Other business property ................. 20b 5, 100. (see instructions) .............. 11 520. 21 Repairs and maintenance ............... 21 987 . 12 Depletion ..................... 12 22 Supplies (not included in Part III) ........ 22 1, 451 . 13 Depreciation and section 23 Taxes and licenses ..................... 23 179 expense deduction (not included In Part III) (see instructions) .............. 13 24 Travel, meals, and entertainment: a Travel ................................. - 24a 165 . 14 f.mpioyee benefit programs (other than on line 19) ......... 14 b Deductible meals and entertainment (see instructions) ....................... 24b 121 . 15 Insurance (other than health) ... 15 1 501. 25 Utilities ................................ 25 2, 851 . 16 Interest: 26 Wages (less employment credits) ........ 26 a Ivlertgage (paid to banks, etc) ........ 16a 27 Other expenses (from line 48 on bother ......................... 16b 246. page 2) ................................ 27 1, 989. 17 Legal & professional services ... 17 110 . 28 'Total expenses before expenses for business use of home. Add lines 8 through 27 in columns ............. ' 28 2 4 , 4 33 . 29 Tentative profit (loss). Subtract line 28 from line 7 ........................................................ 29 9, 625. 30 Expenses for business use of your home. Attach Form 8829 ............................................... 30 31 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on both Form 1040, line i2, and Schedule SE, line 2 or on Form 1040NR, line 13 (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. ............... 1 , 625. • If a loss, you must go to line 32. .I 32 If you have a loss, check the box that describes your investment in this activity (see instructions). • If yyou checked 32a, enter the loss on both Form 1040, line 12, and Schedule SE, line 2, or on Form All investment is 1040NR, line 13 (statutory employees, see instructions), Estates and trusts, enter on Form 1041, line 3. 32 a X^ at risk. Some investment • If you checked 32b you must attach Form 6198. Your loss may be limited. - 32b n is not at risk. _ BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule C (Form 1040) 2007 FDI20112 06115/07 Schedule C 33 Method(s) used to value closing inventory: a U Cost b U Lower of cost or market c U Other (attach explanation) 34 ~/as there any change in determining quantities, costs, or valuations between opening and closing inventory? If 'Yes,' attach explanation ......................................................................................... ~ Yes X^ No 35 Inventory at beginning of year. If different from last year's closing inventory, attach explanation ...................................................................................... 35 3 2, 9 8 5 . 36 Purchases less cost of items withdrawn for personal use ..................................................~ 36 ~ 35, 987 . 37 Cost of labor. Do not include any amounts paid to yourself ................................................ . 38 Materials and supplies ................................................................................. . 39 Other costs ............................................................................................ 40 Add lines 35 through 39 .................................................................................~ 40 ~ 68, 972 . 41 Inventory at end of year ................................................................................~ 41 I 3 2 , 2 3 3 . 42 Cost of oods sold. Subtract line 41 from line 40. Enter the result here and on page 1, line 4 ................ 142 I 3 6, 7 3 9 . part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file Form 4562. 43 When did you place your vehicle in service for business purposes? (month, day, year) - 01/01/2004 44 Of the total number of miles you drove your vehicle during 2007, enter the number of miles you used your vehicle for: a Business _ _ _ _ _ _ _ 8, 4 65 b Commuting (see instructions) _ _ _ _ _ _ _ _ _ _ 0 cOther _ _ _ _ _ _ _ 4, 000 45 Do you (or your spouse) have another vehicle available for personal use? ............................................. ®Yes ~ No 46 Was your vehicle available for personal use during off-duty hours? .................................................... X^ Yes ~ No 47 a Do you have evidence to support your deduction? .................................................................... X^ Yes ~ No b if 'Yes,' is the evidence written? .................................................................................... I~ I Yes I I No part V "', Other Expenses. List below business expenses not included on lines 8-26 or line 30. Dues,,_ Subscriptions_ ----------------------------------------- Postage, mailings ----- ------------------------------------------- Promo --------------------------------------------------------- 48 Total other expenses. Enter here and on 220. 1, 609. 160. 1, line 27 ..................................................I 48 I 1, 989. Schedule C (Form 1040) 2007 FDIZ0112 06/15/07 SCHEDULE D (Form loao> Capital Gains and Losses -Attach to Form 1040 or Form 1040NR. -See Instructions for Schedule D (Form 1040). Department of the Treasury Internal F:evenue Service - Use Schedule D-1 to list additional transactions for lines 1 and 8. OMB No. 1545-0074 zoos Attachment Sequence No. ~ 2 Name(s) shown on return Your social security number Geraldine J Joyce 040-22-0943 Part l Short-Term Capital Gains and Losses -Assets Held One Year or Less (a) Description of (t)) Date acquired (C) Date sold (d) Sales price (e) Cost or other basis (f) Gain or Qoss) property (Example: (MO, day, yr) (Mo, day, yr) (see instructions) (see instructions) Subtract (e) from (d) 100 shares XYZ Co) 1 Etoston Ptrs SC II Inv various various 1,272. 1,288. -16. C;alvert Tzx Free Reserve A various various 3,320. 3,359. -39. L)iamond Hill Large Cap A various various 1,754. 1,597. 157. Lodge & Cox Intl Stock F nd various various 2,330. 1,997. 333. Lord Abbett Conv Class Y various various 1,809. 1,739. 70. 2 Enter your short-term totals, if any, from Schedule D-1, line 2 .... 2 2 6, 7 7 2 . 9 6 6 . 3 Total short-term sales price amounts. Add lines 1 and 2 in ~,. aDlum n(d) ................................................... 3 3 7, 2 5 7. 4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 ............. 4 5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 .... 5 6 Short-term capital loss carryover. Enter the amount, if any, from line 10 of your Capital Loss Carryover V'/orksheetin the instructions ........................................................................... 6 7 Net short-term capital gain or (loss). Combine lines 1 through 6 in column (f) ............................... 7 1 , 4 71 . Part,`III ~ Long-Term Capital Gains and Losses -Assets Held More Than One Year (d) Description of property (Example: 100 shares XYZ Co) (h) Date acquired (Mo, day, yr) (C) Date sold (MO, day, yr) (d) Sales price (see instructions) (e) Cost or other basis (see instructions) (f) Gain or Qoss) Subtract (e) from (d) 8 9 Enter your long-term totals, if any, from Schedule D-1, line 9 .... 9 10 Total long-term sales price amounts. Add lines 8 and 9 in column (d) ................................................... 10 11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from and 8824 ............................................................................ 6781 Forms 4684 11 , , 12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 ...... 12 13 Capital gain distributions. See instrs ............................................................................ 13 728 . 14 Long-term capital loss carryover. Enter the amount, if any, from line 15 of your Capital Loss Carryover VVorksheetln thelnstructions ........................................................................... 14 15 Net longterm capital gain or (loss). Combine lines 8 through 14 in column (f). Then go to Part III on D,aae 2 ................................................................................................. 15 7 2 8 . BAA F'or Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions. Schedule D (Form 1040) 2007 FDIA0612 11/07!07 Schedule D (Form 1040) 2007 Geraldine J Joyce 040-22-0943 Page 2 ParE-III Summary 16 Combine lines 7 and 15 and enter the result .............................................................. 16 2, 199. If line 16 is: • Again, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line 14. Then go to line 17 below. • A loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to complete line 22. • Zero, skip lines 17 through 21 below and enter -0- on Form 1040, line 13, or Form 1040NR, line 14. Then to go line 22. 17 A.re lines 15 and 16 both gains? ~~ Yes. Go to line 18. ~~ No. Skip lines 18 through 21, and go to line 22. 18 Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions .................. ~ 18 19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in the instructions ...................................................................................... 20 Fire lines 18 and 19 both zero or blank? ~X~ Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040 (or in the Instructions for Form 1040NR). Do not complete lines 21 and 22 below. ~~ No. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Schedule D Tax Worksheet in the instructions. Do not complete lines 21 and 22 below. 21 Ii` line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of: • The loss online 16 or ~ ••~•••••••••••••••••••••••••~••••••••~~~~•••••• • ($3,000), or if married filing separately, ($1,500) PJote. When figuring which amount is smaller, treat both amounts as positive numbers. 22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line l Ob? ^ Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040 (or in the Instructions for Form 1040NR). No. Complete the rest of Form 1040 or Form 1040NR. 19 21 scneoule u trorm IU4U) YUU/ FDIA0612 11/07/07 SCHEDULE D-1 (Form 1040) Continuation Sheet for Schedule D (Form 1040) Department of the Treasury - See instructions for Schedule D (Form 1040). Internal Revenue Service - Attach to Schedule D to list additional transactions for lines 1 and 8. OMB No. 1545-0074 2~~7 Attachment Sequence No. 12A Name(s) shown on return Your social security number Geraldine J Joyce 040-22-0943 ParEJ~ Short-Term Capital Gains and Losses - Assets Held One Year or Less (a) Description of property (Example: 100 shares XYZ Co) (b) Date acquired (Mo, day, yr) (C) Date sold (Mo, day, yr) (d) Sales price (see instructions (e) Cost or other basis (see instructions) (f) Gain or (loss) Subtract (e) from (d) 1 P4arsico growth various various 3,676. 3,322. 354. 7.' Rowe Price Eq ad various various 8,535. 8,007. 52g, 7' Rowe Price Midca growth Adv 04/10/07 04/10/07 691. 666. 25. 7' Rowe Price TF Sh rt Int. various various 4,023. 4 041. -lg, Schroder Muni Bond Fund C1 various 04/10/07 4,686. 4,702. -16. Victory Div Stock various various 1,703. 1,654. 4g, 4'hird Ave Real Est to various various 1,117. 1,058. 59, Vanguard Intermedi to Term TE various dm 04/10/07 2,341. 2,356. -15. 2 Totals. Add the amounts in column (d). Also, combine the amounts in column (f). Enter here and on Schedule D, line 2 . ~ 2 2 6, 7 7 2 . "~ `' 9 6 6 . BAA For Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions. FDIA0656 to~otio7 Schedule D-1 (Form 1040) 2007 SCHEDULE SE (Form 1040) Self-Employment Tax Department of the Treasury Internal Revenue Service ~ Attach to Form 1040. - See Instructions for Schedule SE (Form 1040). OMB No. 2007 Attachment Sequence No. ~ 7 Name of person with self-employment income (as shown on Form 1040) Social security number of person Gera]Ldine J Joyce with self-employment income ~ 040-22-0943 Who 11Aust File Schedule SE You must file Schedule SE if: • You had net earnings from self-employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE) of $400 or more, or • You had church employee income of $108.28 or more. Income from services you performed as a minister or a member of a religious order is not church employee income (see instructions). Note. Even if you had a loss or a small amount of income from self-employment, it may be to your benefit to file Schedule SE and use either 'optional method' in Part II of Long Schedule SE (see instructions). Exception. If your only self-employment income was from earnings as a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361 and received IRS approval not to be taxed on those earnings, do not file Schedule SE. Instead, write 'E;Kempt -Form 4361' on Form 1040, line 58. May I Use Short Schedule SE or Must I Use Long Schedule SE? Note. Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE, above. Did you receive wages or tips in 2007? No Yes Are you a minister, member of a religious order, or Yes Yes Christian Sclence practitioner who received IRS approval Was the total of your wages and tips subject to social not to be taxed on earnings from these sources, but you security or railroad retirement tax plus your net earnings owe self-employment tax on other earnings? from self-employment more than $97,500? No Are you using one of the optional methods to figure your net eaarnings (see Instructions)? No Did you receive church employee income reported on Form W-2 of $108.28 or more? Yes No Yes No Did you report any wages on Form 8919, Uncollected Yes Soclal Security and Medlcare Tax on Wages? 1No You may use Short Schedule SE below I You must use Long Schedule SE on page 2 Section A -Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE. 1 Nf:t farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1065), box 14,code A ......................................................................................... 1 2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14, code A (other than farming); and Schedule K-1 (Form 1065-B), box 9, code J1. Ministers and members of religious orders, see instructions for amounts to report on this line. See instructions for other income to report ......... 2 9, 625 . 3 Combine lines 1 and 2 .................................................................................. 3 9 625. 4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do not file this schedule; you do not owe self-employment tax ..................................................... ~ 4 8 , 8 8 9 . 5 Self-employment tax. If the amount on line 4 is: _ • $97,500 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 58. ..... 5 1 • More than $97,500, multiply line 4 by 2.9% (.029). Then, add $12,090 to the result. Enter the 360 . .-.~:> total here and on Form 1040, line 58. _ `_t~ ~ ~r ,. c -~ -..,- 6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.5). ''~ + "~ ~ ~,~ :: Enter the result here and on Form 1040, line 27 ~ 6 ~ 680_ - ''• ~`~~*u -'a BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule SE (Form 1040) 2007 No Did you receive tips subject to social security or Medicare Yes tax that you did not report to your employer? FDIAl101 11102!07 ~ OMB No. 15450074 Form E~2rJ~ Alternative Minimum Tax -Individuals 2~~7 Department of the Treasury ~ ~ See separate InstruCt10n5. Attachment Internal Revenue Service (99) Attach to Form 1040 or Form 1040NR. Sequence No, 32 Name(s) sltiown on Form 1040 or Form 1040NR Your social security number Geraldine J Jo ce 040-22-0943 Qart I Alternative Mlnlmum Taxable Income See Instructions for how to com lete each Ilne. 1 If filing Schedule A (Form 1040), enter the amount from Form 1040, line 41, and go to line 2. Otherwise, enter the amount from Form 1040, line 38, and go to line 7. (If less than zero, enter as a negative amount.) ... 1 35, 115 . 2 Medical and dental. Enter the smaller of Schedule A (Form 1040), line 4 or 2.5% (.025) of Form 1040, line 38. If zero or less, enter-0• ............................................................................. 2 3 Taxes from Schedule A (Form 1040), line 9 .............................................................. 3 4 Enter the home mortgage interest adjustment, if any, from line 6 of the worksheet in the instructions .......... 4 5 Miscellaneous deductions from Schedule A (Form 1040), line 27 ........................................... 5 6 If Form 1040, line 38, is over $156,400 (over $78,200 if married filing separately), enter the amount from line 11 of the Itemized Deductions Worksheet in the Instructions for Schedule A (Form 1040) . . .............. 6 7 Tax refund from Form 1040,1ine 10 or line 21 ............................................................ 7 8 Investment interest expense (difference between regular tax and AMT) ..................................... 8 9 Depletion (difference between regular tax and AMT) ...................................................... . 9 10 Nel: operating loss deduction from Form 1040, line 21. Enter as a positive amount ........................... 10 11 Interest from specified private activity bonds exempt from the regular tax .................... . ...... . ....... 11 5 4 . 12 Qualified small business stock (7% of gain excluded under section 1202) .................... . ...... . ....... 12 13 Exercise of incentive stock options (excess of AMT income over regular tax income) ......................... 13 14 Estates and trusts (amount from Schedule K-1 (Form 1041), box 12, code A) .............................. . 14 15 Electing large partnerships (amount from Schedule K-1 (Form 1065-B), box 6) .............................. 15 16 Disposition of property (difference between AMT and regular tax gain or loss) .............................. . 16 0 . 17 Depreciation on assets placed in service after 1986 (difference between regular tax and AMT) ................ 17 18 Passive activities (difference between AMT and regular tax income or loss) ................................. 18 19 Loss limitations (difference between AMT and regular tax income or loss) .................................. . 19 20 Circulation costs (difference between regular tax and AMT) ................................................ 20 21 Long-term contracts (difference between AMT and regular tax income) ........ . ........................... . 21 22 Mining costs (difference between regular tax and AMT) .................................................... 22 23 Research and experimental costs (difference between regular tax and AMT) ................................ 23 24 Income from certain installment sales before January 1, 1987 .............................................. 24 25 Intangible drilling costs preterence ....................................................................... 25 26 Other adjustments, including income•based related adjustments ........................................... 26 27 Alternative tax net operating loss deduction .............................................................. 27 0 . 28 Alternative minimum taxable income. Combine lines 1 through 27. (If married filing separately and line 28 is rrlore than $207,500, see instructions.) ................................................................ 28 35, 169. Part II - Alternative Minimum Tax 29 Exemption. (If this form is for a child under age 18, see instructions.) AND line 28 is THEN enter on IF your filing status is ... not over ... line 29 .. . Single or head of household ............................ $112,500 ............. $44,350 Married filing jointly or qualifying widow(er) .............. 150,000 ............. 66,250 ..... . 29 4, 350 . Married filing separately ................................ 75,000 ............. 33,125 _ If line 28 is over the amount shown above for your filing status, see instructions. 30 Subtract line 29 from line 28. If more than zero, go to line 31. If zero or less, enter -0- here and on lines 33 and 35 and skip the rest of Partll ....................................................................... 0 . 31 • If you are filing Form 2555 or 2555•EZ, see instructions for the amount to enter. • If you reported capital gain distributions directly on Form 1040, line 13; you reported qualified dividends on Form 1040, line 9b; or you had a gain on both lines 15 and 16 of Schedule D (form 1040} (as refigured for the AMT, if complete Part III on page 2 and enter the amount from line 55 here. necessary) .... 1 . , • All others: If line 30 is $175,000 or less ($87,500 or less if married filing separately), multiply line 30 by 26% (.26). Otherwise, multiply line 30 by 28% (.28) and subtract $3,500 ($1,750 rf marred filing separately) from the result. - 32 Alternative minimum tax foreign tax credit (see instructions) ............................................... ,.. 32 . Subtract line 32 from line 31 ...................................................... 33 Tentative minimum tax 33 0 . . 34 Tax from Form 1040, line 44 (minus any tax from Form 4972 and any foreign tax credit from Form 1040, line !il). If you used Schedule J to figure your tax, the amount from line 44 of Form 1040 must be refigured Schedule J (see instructlons) ............................................................... without usin 34 3, 2 6 1 . g 35 Alternative minimum tax. Subtract line 34 from line 33. If zero or less, enter -0-. Enter here and on Form 1040,Iine 45 ..................................................................................... 35 0. SAA For Paperwork Reduction Act Notice, see separate instructions. FDIA5312 12/26/07 Form 6251 (2007) Form 6251 (2007) Geraldine J Joyce 040-22-0943 Page 2 Pa~'i';u Tax Computation Using Maximum Capital Gains Rates 36 Winter the amount from Form 6251, line 30. If you are filing Form 2555 or 2555-EZ, enter the amount from Sine 3 ofthe worksheet in the instructions ................................................................ 36 0 , 37 Winter the amount from line 6 of the Qualified Dividends and Capital Gain T;ax Worksheet in the instructions for Form 1040, line 44, or the amount from wine 13 of the Schedule D Tax Worksheet in the instructions for Schedule D {Form 1040), whichever applies (as refigured for the AMT, if necessary) {see instructions). If you are filing Form 2555 or 2555•EZ, see the instructions for the amount to enter ...................................................... 37 1, 018. '; 38 Winter the amount from Schedule D (Form 1040), line 19 (as refigured for the HINT, if necessary) (see instructions). If you are filing Form 2555 or 2555-EZ, see the instructions for the amount to enter ................................... 38 39 ]f you did not complete a Schedule D Tax Worksheet for the regular tax or the Af~1T, enter the amount from line 37. Otherwise, add lines 37 and 38, and enter the smaller of that result or the amount from line 10 of the Schedule D Tax Lorksheet (as refigured for the AMT, if necessary). If you are filing Form 2555 ;,r 2555-EZ, see the instructions for the amount to enter ........................ 39 1, 018. 40 Winter the smaller of line 36 or line 39 .................................................................... 40 0 , 41 Subtract line 40 from line 36 ............................................................................ ~ 41 ~ 0 . 42 'f line 41 is $175,000 or less ($87,500 or less if married filing separately), multiply line 41 by 26% (.26). Otherwise, multiply line 41 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from he result ............................................................................................ ~ 42 0 . 43 = nter: _ • :63,700 if married filing jointly or qualifying widow(er), • :$31,850 if single or married filing separately, or ............. 43 31, 850 . • :42,650 if head of household. 44 =nter the amount from line 7 of the 4ualified Dividends and Capital Gain Tax '~ti'orksheet in the instructions for Form 1040, line 44, or the amount from line 14 ~f the Schedule D Tax Worksheet in the instructions for Schedule D (Form 040), whichever applies (as figured for the regular tax). If you did not complete ~lther worksheet for the regular tax, enter -0 . .................................. 44 2 4 , 0 4 7 . 45 Subtract line 44 from line 43. If zero or Tess, enter -0- .......................... 45 7, 803 . 46 =nter the smaller of line 36 or line 37 ........................................ 46 0 . 47 Winter the smaller of line 45 or line 46 ........................................ 47 0 . 48 `Multiply line 47 by 5% (.05) • • ~ ~ '~ 0 . 49 Subtract line 47 from line 46 ................................................. ~ 49 I 0 . 50 `,1ultiply line 49 by 15% (.15) .......................................................................... ~ 50 0 . If line 38 is zero or blank, skip lines 51 and 52 and go to line 53. Otherwise, go to line 51. 51 Subtract line 46 from line 40 .................................................I 51 52 `.1ull:iplyline 51 by 25% (.25) .......................................................................... ~ 52 53 Add lines 42,48,50, and 52 ............................................................................ 53 0 . 54 ;f line 36 is $175,000 or less ($87,500 or less if married filing separately), multiply line 36 by 26% (.26). OthE>.rwise, multiply line 36 by 28°!° (.28) and subtract $3,500 ($1,750 if married filing separately) from the result .............................................................................................. 54 0 . 55 Enter the smaller of line 53 or line 54 here and on line 31. If you are filing Form 2555 or 2555-EZ, do not enter this amount on line 31. Instead, enter it on line 4 of the worksheet in the instructions ................... 55 0 . Form 6251 (2007) F01A53ti2 12!26!07 Form 001 Department of the Treasury Internal F'evenue Service Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts See separate instructions. - Attach to Form 1040, 1040NR, or 1041. 2007 achment .74 7uence No. Name(s) shown on return Identifying number Geraldine J Joyce 040-22-0943 Part l Net Minimum Tax on Exclusion Items 1 Combine lines 1, 6, and 10 of your 2006 Form 6251. Estates and trusts, see instructions ..................... 1 208, 277 . 2 Enter adjustments and preferences treated as exclusion items (see instructions) ............................ 2 -59. 3 Minimum tax credit net operating loss deduction (see instructions) ......................................... 3 4 Combine lines 1, 2, and 3. 1f more than zero or you filed Form 2555 or 2555-EZ for 2006, go to line 5. If zero or less and you did not file Form 2555 or 2555-EZ for 2006, enter -0- here and on line 15 and go to Part II. If more than $200,100 and you were married filing separately for 2006, see instructions ........... . ............ 4 208, 218 . 5 Erlter: $62,550 if married filing jointly or qualifying widow(er) for 2006; $42,500 if single or head of household for 2006; or $31,275 if married filing separately for 2006. Estates and trusts, enter $22,500 ....... , 5 6 Eater: $150,000 if married filing jointly or qualifying widow(er) for 2006; $112,500 if single or head of household for 2006; or $75,000 if married filing separately for 2006. Estates and trusts, enter $75,000 ........ 6 7 Subtract line 6 from fine 4. If zero or less, enter -0- here and on line 8 and go to line 9 .. . ................... 7 8 Multiply line 7 by 25% (.25} ............................................................................. 8 9 Subtract line 8 from line 5. If zero or less, enter -0•. If this form is for a child under age 18, see instructions ... 9 42,500. 112,500. 95,718. 23,930. 18, 570. 10 Subtract line 9 from line 4. 4f more than zero or you filed Form 2555 or 2555-EZ for 2006, go to line 11. If zero or less and you did not file Form 2555 or 2555•EZ for 2006, enter -0- here and on line 15 and go 10 see instructions ................................... . .......................... Form 1040NR filers Part II 10 18 9, 64 8 . , , 11 • If for 2006 you filed Form 2555 or 2555-EZ, see the instructions for the amount to enter. • If for 2006 you reported capital gain distributions directly on Form 1040, line 13; you reported qualified dividends on Form 1040, Ilne 9b (Form 1041, line 2b(2)); or you had a gain on both Imes 15 and 16 of Schedule D (Form 1040) (lines 14a and 15, column (2), of Schedule D (Form 1041)), lete Part III of Form 8801 and enter the amount from line 48 here. com 1 1, 8 8 8 . p • All others: If line 10 is $175,000 or less ($87,500 or less if married filing separately for 2006), multiply line 10 by 26% (.26). Otherwise, multiply line 10 by 28% (.28) and subtract $3,500 ($1,750 if rriarried filing separately for 2006) from the result. - n tax credit on exclusion items (see instructions) ........................................ 12 Minimum tax forei 12 g Subtract line 12 from line 11 .................................... e minimum tax on exclusion items 13 Tentati 13 31, 888 . . v or 2006 Form 1041, Schedule I, line 55 ................ line 34 our 2006 Form 6251 r the amount from t 14 E 14 30, 932. , , y n l: 15 Net minimum tax on exclusion items. Subtract line 14 from line 13. If zero or less, enter -0 . ................. 15 956 . Part Il Current Year Nonrefundable and Refundable Credits and carryforward to 2408 or 2006 Form 1041, Schedule I, line 56 ................ tine 35 our 2006 Form 6251 amount from 16 E t th 16 2, 721 . , , y n er e .................. . ................................... . nt from line 15 above m th 17 E t 17 956 . . ............. n er e a ou enter as a negative amount ................................. If less than zero t line 17 from line 16 btr 18 S 18 1, 7 65 . , . u ac Enter the amount from your 2006 Form 8801, line 26 .... . ........... forward dit car t 200Ei i i 19 . ry ax cre n mum m 19 ualified electric vehicle credit (see instructions) ................................ a(lowed 2006 t 20 E 20 q un er your n stop here and see instructions .................... . ........... If zero or less and 20 19 li es 18 bi 21 C 21 1, 7 65 . , . , n , om ne lar income tax liability minus allowable credits (see instructions) ........................ 2007 E 22 3, 261 . regu nter your 22 or 2007 Form 1041, Schedule I, line 54 ................ line 33 our 2007 Form 6251 m t f 23 0 . , , y ro 23 Enter the amoun enter -0- . ............................ . ....................... If zero or less m Gne 22 23 f t li 4 S bt ~ 24 3, 2 61 . , . ro ne ~ ac 2 u 25 Current year nonrefundable credit. Enter the smaller of line 21 or line 24. Also enter this amount on your line 50; or Form 1041, Schedule G, line 2d .................. . ...... Form 1040NR lin 55 1040 007 F 25 1, 7 6 5 . , ; , e orm 2 26 • Estates and trusts: Leave fines 26 and 27 blank and go to line 28. • Inclividuals: Did you have a minimum tax credit carryforward to 2005 (on your 2004 Form 8801, line 26)? No. Leave lines 26 and 27 blank and go to line 28. rt IV of Form 8801 to figure the amount to enter ........................ . ............. l P t Y' C 26 a omp e e es. 27 Is line 26 more than line 25? X^ N'o. Leave line 27 blank and go to line 28. Yes. Subtract line 25 from line 26. This is your current year refundable credit. Enter the result here and ................................ . line 69 . or Form 1040NR 71 lin 1040 F 27 . , , , e orm oin your 2007 28 Credit carryforward to 2008. Subtract the larger of line 25 or line 26 from line 21 amount because you may use it in future years . ........... . ................. . BAA For Paperwork Reduction Act Notice, see separate instructions. Keep a record of this ........................... 28 0 . Form 8801 (2007) OMB No. 1545-1073 FDlZ2413 12/27107 Form 8801 (2007) Geraldine J Joyce 040-22-0943 Page 2 Part 11 Tax Computation Using Maximum Capital Gains Rates Caution. If you did not complete the 2006 Qualified Dividends and Capital Gain Tax Worksheet, the 2006 Schedule D Tax Worksheet, or Part V of the 2006 Schedule D (Form 1041), see the instructions before completing this part. 29 Enter the amount from Form 8801, line 10 ................................................................ 29 18 9, 64 8 . 30 Enter the amount from line 6 of your 2006 Qualified Dividends and Capital Gain Tax Worksheet, the amount from line 13 of your 2006 Schedule D Tax Worksheet, or the amount from line 22 of the 2006 Schedule D (Form 1041), whichever applies.* ......................................................... 30 155, 357 . If you figured your 2006 tax using the 2006 Qualified Dividends and Capital Galn Tax Worksheet, skip line 31 and enter the amount from line 30 on line 32. Otherwise, go to line 31. 31 Enl:er the amount from line 19 of your 2006 Schedule D (Form 1040), or line 14b, column (2), of the 2006 Schedule D (Form 1041) .......................... 31 33, 227 . 32 Add lines 30 and 31, and enter the smaller of that result or the amount from line 10 of your 2006 Schedule D Tax Worksheet ............................... 32 188, 584 . 33 Enter the smaller of line 29 or line 32 ......................................... ..... ...................... 33 188, 584 . 34 Subtract line 33 from line 29 ............................................................................ 34 1, 064 . 35 If line 34 is $175,000 or less ($87,500 or less if married filing separately for 2006), multiply line 34 by 26% (.2Ei). Otherwise, multiply line 34 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately for 2006) from the result ................................................................................. ~ 35 2 7 7 . 36 Enter: • $Ei1,300 if married filing jointly or qualifying widow(er) for 2006, • $30,650 if single or married filing separately for 2006, • $41,050 if head of household for 2006, or • $2,050 for an estate or trust ................................................ 36 30, 650 . 37 Enter the amount from line 7 of your 2006 Qualified Dividends and Capital Gain Tax Worksheet, the amount from line 14 of your 2006 Schedule D Tax Worl~sheet, or the amount from line 23 of the 2006 Schedule D (Form 1041), whichever applies. If you did not complete either worksheet or Part V of the 200Ei Schedule D (Form 1041), enter -0- ...... ................................ 37 4 4 , 27 6 . 38 Subtract line 37 from fine 36. If zero or less, enter •0• .......................... 38 0 . 39 Enter the smaller of line 29 or line 30 .......:.... . ............................ 39 155, 357 . 40 Enter the smaller of line 38 or line 39 ........................................ 40 0 . 41 Multiply line 40 by 5% (.05) .................................................. ..... .................... ~ 41 0 . 42 Subtract line 40 from line 39 .................................................I 42 ~ 155, 357 . 43 Multiply line 42 by 15% (.15) .......................................................................... '' 43 23, 304 . If line 31 is zero or blank, skip lines 44 and 45 and go to line 46. Otherwise, go to line 44. 44 Subtract line 39 from line 33 .................... . ............................~ 44 ~ 33, 227 . 45 Multiply line 44 by 25% (.25) ..........................................................................'' 45 8, 307 . 46 Add lines 35, 41, 43, and 45 ............................................................................. 46 31, 888 . 47 If lines 29 is $175,000 or less ($87,500 or less if married filin separately for 2006), multiply line 29 by 26°f° (.26). Otherwise, multiply line 29 by 28% (.28) and subtract 3,500 ($1,750 if married filing separately for 2006) from the result ................................................................................... 47 49, 601 . 48 Enter the smaller of line 46 or line 47 here and on line 11. (If you filed Form 2555 or 2555-EZ for 2006, see the instructions) ........................................................................................ 48 3 1 8 8 8. • The 2006 Qualified Dividends and Capital Gain Tax Worksheet is in the 2006 Instructions for Form 1040. The 2006 Schedule D Tax Worksheet is in the 2006 Instructions for Schedule D (Form 1040) (2006 Instructions for Form 1041). Form 8801 (2007) FDIZ2413 12/27/07 Form 8801 (2007) Geraldine J Joyce 040-22-0943 Page 3 Part IV~ Tentative Refundable Credit ~.,_.. 49 Enter the amount from line 21 ........................................................................... 49 50 Enter the total of lines 18 and 20 from your 2005 Form 8801. If zero or less, - I `: enl:er•0 . ................................................................... 50 ~ 51 Enter the total of lines 18 and 20 from your 2006 Form 8801. If zero or less, enter•0 . ................................................................... 51 _ 52 Enter the total of lines 18 and 20 from your 2007 Form 8801. If zero or less, enter•0 . ................................................................... 52 53 Adcilines 50 through 52 ................................................................................. 53 54 Long-term unused minimum tax credit. Subtract sine 53 from line 49 (If zero or less, stop; enter •0- on line 26. Do not complete the rest of Part IV) ... . .............................................................. 54 55 If line 54 is: • Less than $5,000, enter the amount from line 54 • At least $5,000, but not more than $25,000, enter $5,000 -- • Nlore than $25,000, multiply line 54 by 20% (.20) ............................................ . .......... 55 56 Enter the amount from Form 1040, line 38, or Form 1040NR, line 36 (If you are filing Form 2555, 2555-EZ, or 4563, or you are excluding income from sources within Puerto Rico, see the instructions for the amount to enter) ................ 56 57 Is tine 56 more than the amount shown below for your filing status? • Single - $156,400 • Married filing jointly or qualifying widow(er) - $234,600 • Married filing separately - $117,300 • Head of Household - $195,500 INo. Stop; enter the amount from fine 55 above on line 26. Do not complete 1:he rest of Part IV. 'Yes. Enter the amount shown above for your filing status ................... 57 58 Subtract line 57 from line 56 ................................................. ~ 58 59 Is line 58 more than $122,500 ($61,250 if married filing separately)? 1'es. Stop; enter •0- on line 26. Do not complete the rest of Part IV. Mo. Divide line 58 by $2,500 ($1,250 if married filing separately). If the result is not a whole number, increase it to the next higher whole number (for example, increase 0.0004 to 1) ....................................... 59 C 60 Multiply line 59 by 2% (.02) and enter the result as a decimal (rounded to at least three places) .............. 60 61 Multiply line 55 by line 60 ............................................................................... 61 62 Subtract line 61 from line 55. Enter the result here and on line 26 .......................................... ~ 62 Form 8801 (2007) FDIZ2413 12/27!07 Department of the Treasury -Internal Revenue Service 2006 Form ~~ ~4~ U.S. Individual Income Tax Return For the year Jan 1 -Dec 31, 2006, or other tax year beginning , 2006, endir Label Your first name MI Last name (See instructions.) Use thet IRS label. Otherwise, please print or type. Presidential Election Campalign Geraldine J Jo ce If a joint return, spouse's first name MI Last name IRS Use Only - Do not write or staple in this space 20 OMB No. 15450074 Your social security number 040-22-0943 Spouse's social security number Home address (number and streeQ. It you have a P.O. box, see instructions. Apartment no. YOU mUSt enter yOUr 3905 Ridgeland Drive social security City, town or post office. If you have a foreign address, see instructions. State ZIP code ~ number(s) above. 1 Checking a box below will not Kechanicsbur PA 17055 change your tax or refund. Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions) ................ ~ ~ You ~ Spouse Fllln StatUS g 1 Single 4 Lf Head of household (with qualifying person). (See lif If th i ti hild t 2 y ng person 15 a c ruc ons.) e qua Married filing jointly (even if only one had income) ins but not your dependent, enter this child's 3 Married filing separately. Enter spouse's SSN above & full name here . ~ Check only one box. name here .. ~ 5 n Qualifying widow(er) with dependent child (see instructions) Exemptions ~ h ked -- b .. 1 dren If more than four dependents, see instructions. 6a Yourseif. If someone can claim you as a dependent, do not check box 6a ............ o~ 6aS,;,d b $ OUSe ......................................................................... _ No. of chil (2) Dependent's (3) Dependent's (4) ;f on sc who: c Dependents: social security relationship qualiying • lived number t0 y0U child for child with you . taz credit • did not 1 First name Last name (see instrs) livawithyc due to dive or separati (ses instrs; Dependent on 6c not enterod ab 6 Add numb u rce m rve . rs ~.. ,..,a d Total number of exemptions claimed ......................................... . .............. .hove ..... ~ 1 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ......................................... 7 Income 8a Taxable interest. Attach Schedule B if required ......................................... 8a 466. bTax-exempt interest. Do not include on line 8a .............. 8b 633 . h form(s) 9a Ordinary dividends. Attach Schedule B if required ....................................... Att 9a 1 069. ac W-2 here. Also b Qualified dividends (see instrs) ..................................l 9b) 329 . attach Forms 10 Taxable refunds, credits, or offsets of state and local income taxes {see instructions) ...................... 10 88 . W-2G and 1099-R 11 Alimony received .................................................................... if tax was withheld 11 . 12 Business income or (loss). Attach Schedule C or C-EZ .................................. 12 4 919 . If you did not 13 Capital gain or (loss). Att Sch D if regd. If not regd, ck here .......................... ~ ~ 13 188 255 . get a W-2, 14 Other gains or (losses). Attach Form 4797 .......:..................................... see instructions 14 0 . . 15a IRA distributions ........... 15a b Taxable amount (see instrs) .. 15b 8 235. 16a Pensions and annuities .... 16a b Taxable amount (see instrs) .. 16b 3 818. 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 4 185 . but do 18 Farm income or (loss). Attach Schedule F .............................................. lose E 18 , nc not attach, any 19 Unemployment compensation ......................... .............................. 19 payment. Also, 20a Social security henefits .........~ 20a1 ~ b Taxable amount (see instrs) .. 20b please use ___ 21 Other income Form 1040-V 1 ___________________________ ____ _ . 22 Add the amounts in the far ri ht column for lines 7 throu h 21. This is-our total income . '' 22 211 035 . 23 Archer MSA deduction. Attach Form 8853 ................... 23 Adjustled 24 Certain business expenses of reservists, performing artists, and fee-basis GI'O55 government officials. Attach Form 2106 or 2106-EZ .................... 24 InCOI71E! 25 Health savings account deduction. Attach Form 8889 ........ 25 26 Moving expenses. Attach Form 3903 ....................... 26 27 One-half of self-employment tax. Attach Schedule SE ........ 27 348 . 28 Self-employed SEP, SIMPLE, and qualified plans ............ 28 29 Self-employed health insurance deduction (see instructions) ............. 29 2 410 . 30 Penalty on early withdrawal of savings ..................... 30 31 a Alimony paid b Recipient's SSN .... ~ .. 31 a 32 IRA deduction (see instructions) ........................... 32 33 Student loan interest deduction (see instructions) ............ 33 34 Jury duty pay you gave to your employer ................... 34 35 Domestic production activities deduction. Attach form 8903 .............. 35 36 Add lines 23 - 31a and 32 • 35 ................................... ..... ...................... 36 2 758. 37 Subtract line 36 from line 22. This is our ad'usted rocs inco me . .................... ~ 37 208 277 . BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see Instructions. FDIA0112 iuo7io6 Form 1040 (2006) Form 1t>40 (2006) Geraldine J Jo ce 040-22-0943 Pa e 2 Tax and 38 Amount from line 37 (adjusted gross income) .......................................... 38 208 277 . Credlt5 39a Check ~ 8 You were born before January 2, 1942, 8 Blind. Total boxes 'f• Standard Deduction for - • People who checked any box on line 39a or 39b or who can be claimed as a dependent, see instructions. I • All others I Single or Married filing separately, $5,150 Married filing jointly ar Qualifying widow(er), $10,300 Head of household $7,550 I • Spouse was born before January 2, 1942, Blind. checked ~ b If your spouse itemizes on a separate return, or you were adual-status alien, see instrs and ck here ~ 0 Itemized deductions (from Schedule A) or your standard deduction (see left margin) ............. 39a 1 39 b ........ 40 1 Subtract line 40 from line 38 .................................................. ........ 41 2 If line 38 is over $112,875, or you provided housing to a person displaced by Hurricane Katrina, see instructions. Otherwise, multiply $3,300 by the total number of exemptions claimed on line 6d ........ 3 T bl i ........ 42 axa e ncome. Subtract line 42 from line 41. If line 42 is more than line 41, enter •0• ............................................... ........ 43 4 Tax (see instrs). Check if any tax is from: a ~ Form(s) 8814 b ~ farm 4972 ................ ........ 44 5 Alternative minimum tax (see instructions). Attach Form 6251 ................... ........ 45 6 Add lines 44 and 45 .......................................................... ...... ~ 46 7 Foreign tax credit. Attach Form 1 116 if required ............. 47 5 , B Credit for child and dependent care expenses. Attach form 2441 .......... 48 9 Credit for the elderly or the disabled. Attach Schedule R ..... 49 D Education credits. Attach Form 8863 ....................... 50 1 Retirement savings contributions credit. Attach Form 8880 ... 51 2 Residential energy credits. Attach Form 5695 ............... 52 3 Child tax credit (see instructions). Attach Form 8901 if required ........... 53 3 Credits from: a ~ Form 8396 b ~ Form 8839 c~ Form 8859 .. 54 i Other credits. Check applicable box(es): a Form 3800 b ~ Form c ~ Form 55 _ 6,400. 201,877. 2,244. _199,633. _30,937. 2,721. 33,658. 56 8801 Add lines 47 through 55. These are your total credits ................................... 56 5 , 57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0• .................. ~ 57 33 653 . 58 Self-employment taz. Attach Schedule SE ...................................................... 58 695 . Other 59 Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 .................. 59 Taxes 6o Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ................... 60 61 Advance earned income credit payments from Form(s) W-2, box 9 ....................... 61 62 Household employment taxes. Attach Schedule H ............................... ....... 62 63 Add lines 57.62. This is your total tax ...................................................... - 63 34 34 8 . Payments ~ Federal income tax withheld from Forms W-2 and 1099 ...... 64 1 680 . 65 If ou have a 2006 estimated taz payments and amount applied from 2005 return ........ 65 y qualifying 66 a Earned income credit EIC ( ) ................................ 66a child, attach Schedule EIC. r I 67 b Nontaxable combat pay election ..... ~~ 66b~ Excess social securi and tier 1 RRTA tax withheld see instructions tY ( )....... 67 68 Additional child tax credit. Attach Form 8812 ................ 68 69 Amount paid with request for extension to file (see instructions) .... 69 70 Payments from: a ~ Form 2439 b ~ Form 4136 c ~ Form 8885 70 71 Credit for federal telephone excise tax paid. Attach Form 8913 if required .... 71 30 . 72 Add lines 64, 65, 66a, and 67 through 71. These are your total payments ................................... ...... ................... ~ 72 1 710 . Refuncl 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid ................ 73 Direct deposit? 74a Amount of line 73 you want refunded to ou. If Form 8888 is attached, check here .. ~ ~ 74a See instructions and fill irl 74b, - b Routing number ........ - d Account number - c T pe: Checking ~ Savings 74c, and 74d or ~~••~~• Form 88E38. 75 Amount of line 73 you want applied to our 2007 estimated tax ........ ~ 75 Amount 76 Amount you owe. Subtract line 72 from line 63. For details on haw to pay, see instructions ............... ~ 76 32 638 . You OrNe 77 Estimated tax enalt (see instructions) .................... 77 Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? .......... Yes. Complete the following. No Designee's Phone Personal identification Designee name no. number (PIN) - $I n Under penalties of perjury, 1 declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and g belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Here Your signab~re Date Your occupation Daytime phone number Joint rett.lrn? See instructions. / Self Em to ed Keep a copy Spouse's signature. If a joint return, both must sign. Date Spouse's occupation for your records. Date Preparer's SSN or PTIN Preparer's Paid signature / Lu Ann Sie fried 04/05/2007 Check ifself•employed 175-48-4559 Prepart:r's Firm's name Wa er ~ s Tax service Use Onily seifYemployed),~ 340 E. Louther St. Suite 1 EIN 23-2262892 ZdPdcosdseand Carlisle PA 17013 Phone no. (717) 243-8314 Form 1040 (2006) FDIA0112 11/07/06 SCHEDULE C Profit or Loss From Business OMB No. 1545-0074 (Form 11040) Department of the Treasury ( ) Internal Revenue Service 99 (Sole Proprietorship) 'Partnerships, pint ventures, etc, must file Form 1065 or 1065-B. -Attach to Form 1040 104~NR or 1041. -See Instructions for Schedule C Form 1040 r r ~ )• ^oo~ L Attachment 09 Se uence No. Name of proprietor Geraldine J Jo ce Social security number (SSN) 040-22-0943 A Principal business or profession, including product or service (see instructions) Just Clo s B Enter code from Instructions - G Business name. If no separate business name, leave blank. Just Clo s ~ Employer ID number (EIN), if any E Business address (including suite or room no.)- 15 W Main St. City,toWnorpostoffice,state,andZlPcode -----------------'--------"- Mechanicsbur Penna. 17055 _ _ _ _ ---'"-"------------ F Accounting method: (1) Cash (2) Accrual (3) Other (specify) - _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ G Did you 'materially participate' in the operation of this business during 2006? If 'No,' see instructions for limit on losses . X~Yes No H If you started or acquired this business Burin 2006, check here .............................................................. ~ Part I Income 1 Gross receipts or sales. Caution. If this income was reported to you on Form W-2 and the 'Statutory employee' box on that form was checked, see the tnstructlons and check here ...... ...... ''~ 1 87 182 . 2 Returns and allowances ................................................................. ............... 2 5 6 9. 3 Subtract line 2 from line 1 ............................................................... ............... 3 86 613. ............................................... 4 Cost of goods sold (from line 42 on page 2) ....... ........ 4 52 655 . 5 Gross profit. Subtract line 4 from line 3 ................................................... ............... 5 33 958 . 6 Other income, including federal and state gasoline or fuel tax credit or refund ................ ............... 6 7 Gross income. Add lines 5 and 6 ......................................................... ............. ~ 7 3 3 9 5 8. P~- art 11- ExDerlSes. Enter expenses for business use of vour home only on line 30. 8 Advertising .................... 8 3 297. 18 Office expense ......................... 18 396. enses 9 Cal• and truck ex 19 Pension and profit-sharing plans 19 p (see instructions) .............. 9 4 222. 20 Rent or lease (see instructions): 10 Commissions and fees ....... , . 10 2 955. a Vehicles, machinery, and equipment ..... 20a r t lab 11 C t b Other business property ................. 20b 5 525 . on rac o (see instructions) .............. 11 21 Repairs and maintenance ............... 21 423. 12 Depletion ..................... 12 22 Supplies (not included in Part III) ........ 22 1 125. 13 Depreciation and section 23 Taxes and licenses ..................... 23 179 expense deduction (not included In Part III) (see Instructions) .............. 13 24 Travel, meals, and entertainment: a Travel ................................. 24a 799 . 14 Em,aloyee benefit programs (other than on line 19) ....... , . 14 b Deductible meals and entertainment ..... 24b 106 . 15 Insurance (other than health) ... 15 1 518. 25 Utilities ................................ 25 2 125. 16 Interest: 26 Wages (less employment credits) ........ 26 a Mortgage (paid to banks, etc) ...... , . 16a 27 Other expenses (from line 48 on page 2) ......... 27 5 510 . b Other ......................... 16b 843 . 17 Legal & professional services ... 17 195 . 28 Total expenses before expenses for business use of home. Add lines 8 through 27 in columns ............. ~ 28 29 039 . 29 Teni:ative profit (loss). Subtract line 28 from line 7 ........................................................ 29 4 919. 30 Expenses for business use of your home. Attach Form 8829 ............................................... 30 31 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on both Form 1040, line 12, and Schedule SE, line 2 or on Form 104(INR, line 13 (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. ............... 1 919 . • If a loss, you must go to line 32. -I 32 If you have a loss, check the box that describes your investment in this activity (see instructions). • If you checked 32a, enter the loss on both Form 1040, line 12, and Schedule SE, line 2, or on Form All investment is 1040NR, line 13 (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. 32 a ©at risk. Some investment • If you checked 32b you must attach Form 6198. Your loss may be limited. - 32 b {~ is not at risk. BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule G (Form 1040) 2006 1=DIZ0112 11/03!06 Schedule C (Form 1040) 2006 Geraldine J Jo ce 040-22-0943 Page 2 Part 101 Cost of Goods Sold (see instructions) _ - _ _ 33 Method(s) used to value closing inventory: a XLI Cost b U Lower of cost or market c U Other (attach explanation) 34 4Vas there any change in determining quantities, costs, or valuations between opening and closing inventory? If'Yes,'attach explanation ......................................................................................... ~ Yes © No 35 Inventory at beginning of year. if different from last year's closing inventory, al:tach explanation ...................................................................................... 35 3 5 8 9 0. 36 Purchases less cost of items withdrawn for personal use .................................................. ~ 36 ~ 48 , 428 . 37 Cost of Tabor. Do not include any amounts paid to yourself ................................................ . 38 Materials and supplies ..................................................................................~ 38 ~ 1 , 3 2 2 . 39 Other costs ............................................................................................ 40 Acid lines 35 through 39 .................................................................................~ 40 I 8 5 , 6 4 0 , 41 In~Jentory at end of year ................................................................................~ 41 ~ 3 2 , 9 8 5 . 42 Cost of pods sold. Subtract line 41 from line 40. Enter the result here and on page 1, line 4 ................ ~ 42 ~ 52 655 . Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are not required to file Form 4562 for this business. See the Instructions for line 13 to find out if you must file Form 4562. 43 When did you place your vehicle in service for business purposes? (month, day, year) - Ol/O1 /2004^ _ _ 44 Of the total number of miles you drove your vehicle during 2006, enter the number of miles you used your vehicle for: a Business _ _ _ _ _ _ _ 9 X487 b Commuting (see instructions) _ _ _ _ _ _ _ _ _ _ _ cOther 2 533 45 Do you (or your spouse) have another vehicle available for personal use? .................. . .......................... X~ Yes ~ No 46 Was your vehicle available for personal use during off-duty hours? .................................................... XQ Yes ~ No 47 a Do you have evidence to support your deduction? ......................................... . .......................... ©Yes ~ No blf "Yes,'is the evidence written? .................................................................................... ~X~Yes ~ ~N o Pram V Other Expenses. List below business expenses not included on lines 8.26 or line 30. Bank Fees-Visa Fees Promo ---------------------------------------------------------- Dues~__ Subscriptions ------------------------------------------ Posta~3e ~ mailings _ _ _ _ _ _ _ _ _ Returlas ---------------------------------------------------------- Di flay _ 48 Total other es. Enter here and on 191. 175. 218. 2,219. 2,645. 62. 1 line 27 ..........................................i 48 ~ 5,510. Schedule C (Form 1040) 2006 FDIZ0112 11/03/06 SCHEDULE D (Form '1040) Department of the Treasury (, Internal Ftevenue Service Name(s) shown on Form 1040 Geraldine J J Your social security number 040-22-0943 Part 1-~ Short-Term Capital Gains and Losses -Assets Held One Year or Less (a) Description of property (Example: 100 shares XYZ Co) (lJ) Date acquired (Mo, day, yr) (t) Date sold (Mo, day, yr) (~ Sales price (see instructions) (e) Cost or other basis (see instructions) (f) Gain or (loss) Subtract (e) from (d) 1 2 Enter your short-term totals, if any, from Schedule D-1, line 2 .... 2 3 Total short-term sales price amounts. Add lines 1 and 2 in column (d) ................................................... 3 4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 ............. 4 5 Net short-term gain or (foss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 .... 5 6 Sflort-term capital loss carryover. Enter the amount, if any, from line 10 of your Capital Loss Carryover Worksheet in the instructions ........................................................................... 6 7 Net short-term capital gain or (loss). Combine lines 1 through 6 in column (f) ............................... 7 Part ll~ Long-Term Capital Gains and Losses -Assets Held More Than One Year (a) Description of property (Example: 100 shares XYZ Co) (t)) Date acquired (Mo, day, yr) (C) Date sold (Mo, day, yr) (~ Sales price (see instructions) (e) Cost or other basis (see instructions) (f) Gain or Qoss) Subtract (e) from (d) 8 Corning Inc Com 200sh various 09/05/06 4 348. 2 328. 2 020. P]zoenix Cos inc New com 49sh various 09/05/06 5 141. 4 925. 216. Sovereign l3Ancorp Inc 10 sh various various 2 211. 2 241. -30. T_tme Warner Inc New Com OOsh various 09/05/06 1 650. 1 814. -164. 9 Enter your long-term totals, if any, from Schedule D-1, line 9 ... 9 10 Total long-term sales price amounts. Add lines 8 and 9 in column (d) ................................................... 10 1 3 3 5 0. 11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from and 8824 ............................................................................ 6781 Forms 4684 11 1 8 5 4 4 9. , , 12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 ...... 12 13 Capital gain distributions. See instrs ................................... . ........................................ 13 7 64 . 14 t_orlg-term capital loss carryover. Enter the amount, if any, from line 15 of your Capital Loss Carryover Worksheetln thelnstructions ........................................................................... 14 15 Net long-term capital gain or poss. Combine lines 8 through 14 in column (f). Then go to Part III on nano 2 ......................................................................................... 15 1 8 8 2 5 5. BAA For Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions. OMB No. 15450074 Capital Gains and Losses ~oOc 'Attach to Form 1040 or Form 1040NR. 'See Instructions for Schedule D (Form 1040). V - Use Schedule D-1 to list additional transactions for fines 1 and 8. Attachment Sequence No. ~ 2 Schedule D (Form 1040) 2006 FDIA0612 11/08/06 Schedule D (Form 1040) 2006 Geraldine J Joyce 040-22-0943 Page 2 Part II71~ Summary 16 Combine lines 7 and 15 and enter the result. If line 16 is a loss, skip lines 17 through 20, and go to line 21. If a gain, enter the gain on Form 1040, line 13, or Form 1040NR, line 14. Then go to line 17 below ....... , .... 16 188 , 255 . 17 Are lines 15 and 16 both gains? ~{~ Yes. Go to line 18. ~~ No. Skip lines 18 through 21, and go to line 22. 18 Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet in the instructions .................. " 19 Eriter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in the' instructions ...................................................................................... ~ 19 33 , 227 . 20 Are lines 18 and 19 both zero or blank? ~~ Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040 (or in the Instructions for Form 1040NR). Do not complete lines 21 and 22 below. }C~ No. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Schedule D Tax Worksheet in the instructions. Do not complete lines 21 and 22 below. 21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of: • The loss online 16 or ~ ............................................... • ($3,000), or if married filing separately, ($1,500) _ Note, When figuring which amount is smaller, treat both amounts as positive numbers. 22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line lOb? Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040 (or in the Instructions for Form 1040NR). No. Complete the rest of Form 1040 or Form 1040NR. Schedule D (Form 1040) 2006 FDIA0612 11/08!06 SCHEIDULE E Supplemental Income and Loss OMB No. 15450074 (Form 1040) (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc) 1 2006 Department or the Treasury l R rvi (99) Int S - Attach to Form 1040,1040NR, or Form 1041. - See Instructions for Schedule E (Form 1040) Attachment erna evenue e ce . Sequence No. ~ 3 Name(s) shown on return Your social security number Geraldine J Jo ce 040-22-0943 Part 1- Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). Report farm rental income or loss from Form 4835 on page 2, line 40. 1 Li~.st the t e and location of each rental real estate roe 2 For each rental real estate Yes No A Frederick St, /Sim~son st property listed on line 1, did you _ ------------- ---------------------- Frederick St./Sim son st. or your family use it during the tax ear for ersonal uroses Y P PP A X g for more than the greater of: ------------------------------------------ •14 days, or • 10% of the total da s B C y rented at fair rental value? _ _ _ _ _ _ _ (See instructions.) C ' I Pro ernes Totals .: ncomE A B C (Add columns A, B, and C.) 3 Rents received ....................... 3 B 575. 3 8 575. 4 Royalties received .................... 4 4 r ............... 5 Advertising ........................... 5 6 Auto and travel (see instructions) ..... 6 7 Cleaning and maintenance ............ 7 8 Cornmissions ........................ 8 9 Insurance ............................ 9 10 Legal and other professional fees ...... 10 11 Management fees .................... 11 12 Mortgage interest paid to banks, etc (see instructions) ..................... 12 13 Other interest ........................ 13 14 Repairs .............................. 14 15 Supplies ............................. 15 16 Taxes ............................... 16 17 Utilities .............................. 17 18 Other (list) ~ 122. 340. 00. 12 12. 600. 1,106. ---------------------- ---------------------- ---------------------- ---------------------- ---------------------- - 18 --------------------- ---------------------- ---------------------- ---------------------- ---------------------- 19 Add lines 5 through 18 ................ 19 .2 480. 19 2 480. 20 Depreciation expense or depletion (see instructions) ..................... 20 1 910. 20 1 910. 21 Total expenses. Add lines 19 and 20 ... 21 4 390. 22 Income=, or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (foss), see instructions to find out if you must file Form 6198 .......................... 2 185 . 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may bE: limited. See instructions to find out if you must file Form 8581. Real estate professionals must complete line 43 on page 2 ............. 3 24 Income. Add positive amounts shown on line 2 2. Do not include any losses ............. .................... 24 4 185 . 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23., Enter total losses here ..... 25 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result Mere. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount. on form 1040, line 11, or Form 1040fJR, line 18. Otherwise, include this amount in the total on line 41 on page 2 ............................................................................... 6 185 . BAA For Paperwork Reduction Act Notice, see instructions. FDIZ2301 08/02/06 Schedule E (Form 1040) 2006 SCHEDULE SE (Form 1040) Department of the Treasury Internal R=venue Service I Self-Employment Tax - Attach to Form 1040. - See Instructions for Schedule SE (Form 1040). Name of person with self-employment income (as shown on Form 1040) Social security number of person Geraldine J Joyce _ with self-employment income - Who Must File Schedule SE You must file Schedule SE if: OMB No. 1545-0074 2006 Attachment .~ 7 Sequence No. 040-22-0943 • You had net earnings from self-employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE) of $400 or more, or • You had church employee income of $108.28 or more. Income from services you performed as a minister or a member of a religious order is not church employee income (see instructions). Note. Even if you had a loss or a small amount of income from self-employment, it may be to your benefit to file Schedule SE and use either 'optional method' in Part II of Long Schedule SE (see instructions). Exception. If your only self-employment income was from earnings as a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361 and received IRS approval not to be taxed on those earnings, do not file Schedule SE. Instead, write 'Exempt -Form 4361' on Form 1040, line 58. May I Use Short Schedule SE or Must I Use Long Schedule SE? Note. Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE, above. ~ Did you receive wages or tips in 2006? ~ No Yes Are you a minister, member of a religious order, or Yes Yes Christian Science practitioner who received IRS approval Was the total of your wages and tips subject to social not to be taxed on earnings from these sources, but you security or railroad retirement tax plus your net earnings owe self-employment tax on other earnings? from self-employment more than $94,200? No No Are you using one of the optional methods to figure your Yes No Did you receive tips subject to social security or Medicare Yes net earnings (see instructions)? tax that you did not report to your employer? No Did you receive church employee income reported on Yes Form 1N-2 of $108.28 or more? No ~ You may use Short Schedule SE below I You must use Long Schedule SE on page 2 Section A -Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE. 1 Net. farm protit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1065), bor:l4,code A ......................................................................................... 1 2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14, code A (other than farming); and Schedule K•1 (Form 1065-B), box 9, code J1. Ministers and members of religious orders, see instructions for amounts to report on this line. See instructions for other income to report ......... 2 4 919 . 3 Cornbine lines 1 and 2 .................................................................................. 3 4 919. 4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do not file this schedule; you do not owe self-employment tax ..................................................... ~ 4 4 543. 5 Self-employment tax. If the amount on line 4 is: • $94,200 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 58. • More than $94,200, multiply line 4 by 2.9% (.029). Then, add $1 1,680.80 to the result. Enter the • ' ' ' ' ' S 695 . total here and on Form 1040, line 58. 6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.5). Enter the result here and on Form 1040, line 27 ............................... 6 348 . BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule SE (Form 1040) 2006 FDIA1101 09/28/06 X797 Sales of Business Property OMB No. 15450184 Form (Also Involuntary Conversions and Recapture Amounts ~oO(~` Department of the Treasury Under Sections 179 and 280F(b)(2)) v Internal Revenue Service (99) - Attach to your tax return. - See separate instructions. Attachment Sequence No. 27 Name(s) shown on return Identifying number Gera:Ldine J Jo ce 040-22-0943 1 Enter the gross proceeds from sales or exchanges reported to you for 2006 on Form(s) 1099•B or 1099•S (or substitute statement) that you are includin on line 2, 10, or 20 (see instructions) ........................ 1 Part I_ Sales or Exchanges of Property Used in a Trade or Business and Involuntary Conversions From Other Than Casualty or Theft -Most Property Held More Than 1 Year (see instructions) 2 (a) Description of property (b) Date acquired (month, day, year) (C) Date sold (month, day, year) (d) Gross sales price (e) Depreciation allowed or allowable since acgwsition (f) Cost or other basis, plus improvements and expense of sale (g) Gain or Qoss) Subtract (f) from the sum of (d) and (e) 3 Gain, if any, from Form 4684, line 42 .......................................................................... 3 4 Section 1231 gain from installment sales from Form 6252, line 26 or 37 .......................................... 4 5 Section 1231 gain or (loss) from like-kind exchanges from Form 8824 ........................................... 5 6 Gain, if any, from line 32, from other than casualty or theft ...................................................... 6 185 449. 7 Combine lines 2 through 6. Enter the gain or (loss) here and on the appropriate line as follows .................... hi P t l i t l i 7 185 449. ps (excep iar ners ect e ng arge partnersh ps) and S corporations. Report the gain or (loss) following the instructions for Form 1065, Schedule K, line 10, or Form 1120S, Schedule K, line 9. Skip lines 8, 9, 11, and 12 below. Individuals, partners, S corporation shareholders, and all others. If line 7 is zero or a loss, enter the amount from line 7 on line 11 below and skip lines 8 and 9. If line 7 is a gain and you did not have any prior year section 1231 losses, or they were recaptured in an earlier year, enter the gain from line 7 as a long-term capital gain on the Schedule D filed with your return and skip lines 8, 9, 11, and 12 below. 8 Nonrecaptured net section 1231 losses from prior years (see instructions) ........................................ 8 9 Subtract line 8 from line 7. If zero or less, enter -0•. If line 9 is zero enter the gain from line 7 on line 12 below. if line 9 is more than zero, enter the amount from line 8 on line 12 below and enter the gain from line 9 as a long-term capital gain on the Schedule D filed with our return (see instructions) ................................. 9 P~ art 11' ~ ordinary Gains and Losses (see instructions) 10 Ordinary gains and losses not included on lines 11 through 16 (include property held 1 year or less): 11 Loss, if any, from line 7 ...................................................................................... 11 12 G<3in, if any, from line 7 or amount from line 8, if applicable ..................................................... 12 13 Gain, if any, from line 31 ..................................................................................... 13 0 . 14 Nest gain or (loss) from Form 4684, lines 34 and 41 a ............................................................ 14 15 Ordinary gain from installment sales from Form 6252, line 25 or 36 .............................................. 15 16 Ordinary gain or (loss) from like kind exchanges from Form 8824 ................................................ 16 17 Combine lines 10 through 16 ................................................................................. 17 0 . 18 For all except individual returns, enter the amount from line 17 on the appropriate line of your return and skip lines a and b below. For individual returns, complete lines a and b below: a If i:he loss on line 11 includes a foss from Form 4684, line 38, column (b)(ii), enter that part of the loss here. Enter the part of the loss from income•producing property on Schedule A (Form 1040), line 27, and the part of the loss from property used as an employee on Schedule A (Form 1040) line 22 Identify as from 'Form 4797 line 18a ' , . , . Se~einstructlons ............................................................................................. 18a b R6~determine the gain or (loss) on line 17 excluding the loss, if any, on line 18a. Enter here and on Form 1040, line 14 ...................................................................................................... 18b 0. BAA Fear Paperwork Reduction Act Notice, see separate instructions. FDIZ1001 06/15/06 Form 4797 (2006) Form 4797 (2006) Geraldine J Jo ce 040-22-0943 Page 2 Part III Gain From Disposition of Property Under Sections 1245,1250, 1252, 1254, and 1255 - (see instructions) 19(a) Description of section 1245, 1250, 1252, 1254, or 1255 property: (b) Date acquired c) Date sold ~ (mo, da r) mo, da r) A 1967 Buildin 01/01/1987 08/24/2006 B C D These columns relate to the properties on lines 19A throw h 19D ............................. ~ Property A Property B Property C Property D 20 Gross sales price (Note: See line 1 beafore completing.) ................... 20 245 000 . 21 Cost or other basis plus expense of sale ........ 21 92 777 . 22 Depreciation (or depletion) allowed or allowable .. 22 33 22 6 . 23 Adjusted basis. Subtract line 22 from line 21 .... 23 59 551 . 24 Total gain. Subtract line 23 from line 20........ 24 185 449. 25 If :section 1245 property: a Depreciation allowed or allowable from line 22 ... 25a b Erlter the smaller of line 24 or 25a ..... 25b 26 If :section 1250 property: If straight line depreciation was used, enter •0- on line 26g, except for a corporation subject to section 291. a Additional depreciation after 1975 (see instrs) ... 26a 0 . b Applicable percentage multiplied by the smaller of line 24 or line 26a (see instructions) ........ 26b c Subtract line 26a from line 24. If residential rental property or line 24 is not more than line 26a, skip linf;s 26d and 26e ........................ 26e 185 449. d Additional depreciation after 1969 & before 1976 26d e Erlter the smaller of line 26c or 26d .... 26e f Section 291 amount (corporations only) ........ 26f g Acld lines 26b, 26e, and 26f ........... 26 0 . 27 If section 1252 property: Skip this section if you did not dispose of farmland or if this form is being completed for a partnership (other than an electing large partnership). a Soil, water, and land clearing expenses ........ 27a b Lir1e 27a multiplied by applicable percentage (see instructions) .......... 27b c Enter the smaller of line 24 or 27b ..... 27c 28 If <.>ection 1254 property: a Intangible drilling and development costs, expenditures for development of mines and other natural deposits, and mining exploration costs (sez instructions) ........................ 28a b Enter the smaller of line 24 or 28a ..... 28b 29 If section 1255 property: a Applicable percentage of payments excluded from income under section 126 (see instructions) .......... 29a b Enter the smaller of line 24 or 29a (see instrs) .. 29b Summa OT tart III (aaln5. Complete ro ert columns A throw h D throw h line 29b before oin to line 30. 30 Total gains for all properties. Add property columns A through D, line 24 .................................... 30 185 449. 31 Adcl property columns A through D, lines 25b, 26g, 27c, 28b, and 29b. Enter here and on line 13 ................................ 31 0 . 32 Sut~tract line 31 from line 30. Enter the portion from casualty or theft on Farm 4684, line 36. Enter the portion from other than casualty or theft on form 4797, line 6 ......................................................... 32 185 449 . Part IW Recapture Amounts Under Sections 179 and 280F(bx2) When Business Use Drops to 50% or Less (see instructions) (a) Section 179 33 Section 179 expense deduction or depreciation allowable in prior years ............... 33 34 Recomputed depreciation (see instructions) ........................................ 34 35 Recapture amount Subtract line 34 from line 33. See the instructions for where to report ................ 35 BAA FDIZ1002 10/17/06 (b) Section 280F(bX2) Form 4797(2006) Form C2J~ D to narf Rervenue Serv ceury (99) Alternative Minimum Tax -Individuals See separate instructions. "Attach to Form 1040 Or Form 1040NR. OMB No. 1545-0074 2~~6 SequencenNO. 32 Name(s) sY~own on Form 1040 or Form 1040NR Geraldine J Jo ce Your 04 social security number 0-22-0943 Part I Alternative Minimum Taxable Income See instructions for how to com lete each line. 1 If filing Schedule A (Form 1040), enter the amount from Form 1040, line 41 (minus any amount on Form 89'14, line 6), and go to line 2. Otherwise, enter the amount from Form 1040, line 38 (minus any amount on Form 8914, line 6), and go to line 7. (If less than zero, enter as a negative amount.) ......................... 1 208 277 . 2 Medical and dental. Enter the smaller of Schedule A (Form 1040), line 4 or 2-1 /2% of Form 1040, line 38 ..... 2 3 Taxes from Schedule A (Form 1040), line 9 .............................. . ............................... 3 4 Enter the home mortgage interest adjustment, if any, from line 6 of the worksheet in the instructions .......... 4 5 Miscellaneous deductions from Schedule A (Form 1040), line 26 ........................................... 5 6 ff Form 1040, line 38, is over $150,500 (over $75,250 if married filing separately), enter the amount from line. 11 of the Itemized Deductions Worksheet in the Instructions for Schedule A (Form 1040) ................ 6 7 Tax: refund from Form 1040, line 10 or line 21 ............................................................ 7 -88 . 8 Investment interest expense (difference between regular tax and AMT) ..................................... 8 9 Depletion (difference between regular tax and AMT) ....................................................... 9 10 Net operating loss deduction from Form 1040, line 21. Enter as a positive amount ........................... 10 11 Interest from specified private activity bonds exempt from the regular tax ................................... 11 29 , 12 Qualified small business stock (7% of gain excluded under section 1202) ................................... 12 13 Exercise of incentive stock options (excess of AMT income over regular tax income) ......................... 13 14 Estates and trusts (amount from Schedule K-1 (Form 1041), box 12, code A) ............................... 14 15 Electing large partnerships (amount from Schedule K-1 (Form 1065-B), box 6) .............................. 15 16 Disposition of property (difference between AMT and regular tax gain or loss) ............................... 16 11 663 . 17 Depreciation on assets placed in service after 1986 (difference between regular tax and AMT) ................ 17 18 Passive activities (difference between AMT and regular tax income or loss) ................................. 18 61 . 19 Los:> limitations (difference between AMT and regular tax income or foss) ................. ................. 19 20 Circulation costs (difference between regular tax and AMT) ................................................ 29 21 Long-term contracts (difference between AMT and regular tax income) ..................................... 21 22 Mining costs (difference between regular tax and AMT) .................................................... 22 23 Research and experimental costs (difference between regular tax and AMT) ................................ 23 24 Income from certain installment sales before January 1, 1987 .............................................. 24 25 Intangible drilling costs preference ....................................................................... 25 26 OthE:r adjustments, including income-based related adjustments ........................................... 26 27 Alternative tax net operating loss deduction .............................................................. 27 0. 28 Alternative minimum taxable income. Combine lines 1 through 27. (If married filing separately and line 28 is more than $200,100, see instructions.) ...' : . ...... . ............................................ . ....... 28 219 942 . Part II Alternative Minimum Tax 29 Exernption. (If this form is for a child under age 18, see instructions.) AND line 28 is THEN enter on IF your filing status is ... not over ... line 29 .. , Single or head of household ............................ $112,500 ............. $42,500 Married filing jointly or qualifying widow(er) .............. 150,000 ........ , .... 62,550 9 5 639 . 30 Married filing separately ................................ 75,000 ............. 31,275 If line 28 is over the amount shown above for your filing status, see instructions. Subtract line 29 from line 28. If more than zero or you are filing Form 2555 or 2555-EZ, go to line 31. If zero or less and you are not fi{ing Form ;?555 or 2555•EZ, enter -0- on lines 33 and 35 and skip the rest of Part II ............................................. 0 04 303 . 31 • If you are filing Form 2555 or 2555-EZ, see instructions for the amount to enter. • If you reported capital gain distributions directly on Form 1040, line 13; you reported qualified dividends on Form 1040, line 9b; or you had a gain on both lines 15 and 16 of Schedule D (Farm 1040) (as refigured for the AMT, if complete Part HI on page Z and enter the amount from line 55 here. necessary) .... 1 3 656 . 2 , • All others: If line 30 is $175,000 or less ($87,500 or less if married filing separately), multiply line 30 by 26% (.26). Otherwise, multiply line 30 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from the result. _ Alternative minimum tax foreign tax credit (see instructions) ............................................... 2 . 33 Tentzitive minimum tax. Subtract line 32 from line 31 ...................................................... 33 33 653 . 34 Tax from Form 1040, line 44 (minus any tax from Form 4972 and any foreign tax credit from Form 1040, line 47). If you used Schedule J to figure your tax, the amount for line 44 of Form 1040 must be refigured without using Schedule J (see instructrons) ............................................................... 34 30 932 . 35 Alternative minimum tax. Subtract line 34 from line 33. If zero or less, enter -0-. Enter here and on Form 1040,1ine 45 ..................................................................................... 35 2 7 2 1 . BAA For Paperwork Reduction Act Notice, see separate instructions. FDIA5312 lv2vo6 Form 6251 (2006) Form 6'.51 (2006) Geraldine J Joyce 040-22-0943 Page 2 Part IIII ~ Tax Computation Using Maximum Capital Gains Rates 36 Enter the amount from Form 6251, fine 30 ................................................................ 36 204 303 . 37 Eriter the amount from line 6 of the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 44, or the amount from line 13 of the Schedule D Tax Worksheet in the instructions for Schedule D (Form 1040), whichever applies (as refigured for the AMT, if necessary) (see instructions) ............ . .............................................. 37 174 583 . 38 Enter the amount from Schedule D (Form 1040), line 19 (as refigured for the 40 Enter the smaller of line 36 or line 39 .................. . ...... . .......................................... 40 Ah1T, if necessary) (see instructions) ......................................... 38 25 664 . 39 If you did not complete a Schedule D Tax Worksheet for the regular tax or the Ab1T, enter the amount from line 37. Otherwise, add lines 37 and 38, and enter the smaller of that result or the amount from line 10 of the Schedule D Tax Worksheet (as refigured for the AMT, if necessary) ............................ 39 200 247 . 41 Subtract line 40 from line 36 ............................................................................~ 41 42 If line 41 is $175,000 or less ($87,500 or less if married filing separately), multiply line 41 by 26% (.26). Otherwise, multiply Vine 41 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from the result ............................................................................................ ~ 42 43 Enter: • $61,300 if married filing jointly or qualifying widow(er), • $30,650 if single or married filing separately, or ............. 43 30 650. • 8.41,050 if head of household. 44 Enter the amount from line 7 of the Qualified Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 44, or the amount from line 14 of the Schedule D Tax Worksheet in the instructions for Schedule D (Form 1040), whichever applies (as figured for the regular tax). If you did not complete either worksheet for the regular tax, enter -0- .................................. 44 4 4 2 7 6. 45 Subtract line 44 from line 43. If zero or less, enter -0- ..... ..................... ~ 45 ~ 0 . 46 Entf:r the smaller of line 36 or line 37 ........................................ ~ 46 ~ 174 , 583 . 47 Enter the smaller of line 45 or line 46 .....:.................................. ~ 47 ~__ 0 . 48 Multiply line 47 by 5% (.05) ........................................................................... ~~ 49 Subtract line 47 from line 46 ................................................. ~ 49 ~ 174 , 583 . 50 Multiply line 49 by 15% (.15) .......................................................................... ~ 50 If line 38 is zero or blank, skip lines 51 and 52 and go to line 53. Otherwise, go to line 51. 51 Subtract line 46 from line 40 ................................................. ~ 51 ~ 25, 664 . 52 Multiply line 51 by 25% (.25) ..........................................................................'' S2 53 Add lines 42, 48, 50, and 52 ............................................................................~53 54 If line 36 is $175,000 or less ($87,500 or less if married filing separately), multiply line 36 by 26% (.26). Otherwise, multiply line 36 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from the result .............................................................................................. 54 55 smaller of fine 53 or line 54 here and on line 31 ..................................... . ........... ~ 55 200,247. 4,056. 1,055. 0. 26,187. 6,416. 33,658. _ 53,705. 33,658. Form 6251 (2006) FQIA5312 12/22/06 ~ ~4~ Department of the Treasury -Internal Revenue Service 2005 Form U.S. Individual Income Tax Return (99) IRS Use Onl y - Do not write or staple in this space. for the year tan 1 -Dec 31, 2005, or other tax year beginning , 2005, ending , 20 OMB No. 15450074 Label Your first name Mf Last name Your social security number (see instruc:tions.> Geraldine J Jo Ce 040-22-0943 If a joint return, spouse's first name MI Last name Spouse's social security number Use the IRS label. OtherWlS~°, Home address (number and street). If you have a P.O. box, see instructions. Apartment no. YOU mUSt enter yOUr please print or type. 3905 Rid eland Drive social security ~ number(s) above. City, town or post office. If you have a foreign address, see instructions. State ZIP code Checking a box below wilt not Presidential Mechanicsbur PA 17055 change your tax or refund. Election Campaign ' Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions) ............... . ~ ~ You ~ Spouse 1 Single 4 Head of household (with qualifying person). (See Filin StatUS 9 2 Marrjed filing jointly (even if only one had income) instructions.) If the qualifying person Is a child ' but not your dependent, enter this child s 3 Married filing separately. Enter spouse's SSN above & full name here . ~ Check only one box. name here .. ~ 5 I I Qualifying widow(er) with dependent child (see instructions) Exemptions 6a Yourself. If someone can claim ou as a de endent, do not check box 6a ........ , sores checked on 6a and 6b .. 1 y p ....................................... _ b $ OUSe .................................. No, of children (2) Dependent's (3) Dependent's (4) ;f on 6c who: c Dependents: social security relationship qualifying • lived number to you child for child with you ... . tax credit • did not 1 First name Last name (see instrs) live with you due to divorce or separation (see instrs) . . Dependents If more than on 5c not four dependents, entered above . See InStrllCtIORS. Add numbers on lines d Total number of exem tjons claimed ................................ . .................... . .. above ..... ~ 1 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ......................................... 7 q ......................................... Income 8a Taxable interest. Attach Schedule B if re wired 8a 1 036 . , bTax-exempt interest. Do not include on line 8a .............. ~ 8b~ h Forrtl(s) 9a Ordinary dividends. Attach Schedule B if required ........................ . .............. Atta 9a 95 . c Wlhere.Also bOualfddivs •,,,,,,,,,,,,,,, ,,,• ,.,...,~ 9b~ 95. (see instrs) .................. . attach Forms 10 Taxable refunds, credits, or offsets of state and local income taxes (see jnstructions) ...................... 10 66 . W-1G and 11)99-R 11 Alimony received .................................................................... if tax was withheld 11 . 12 Business income or (loss). Attach Schedule C or C-EZ .................................. 12 3 881 . If you did not 13 Capital gain or (foss). Att Sch D if regd. If not regd, ck here ..... . .................... ~ ~ 13 34 . get a W-2, see Instructions. 14 Other gains or (losses). Attach Form 4797 ......... . ...... . ...... . ..................... 14 15a IRA distributions ........... 15a b Taxable amount (see instrs) .. 15b 6 177 . 16a Pensions and annuities .... 16a b Taxable amount (see instrs) .. 16b 656. 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 7 855 . but do 18 Farm income or (loss). Attach Schedule F .............................................. Enclose 18 , not attach, any 19 Unemployment compensation ............. .......................................... 19 payment. Also, 20a Social security benefits ......... ( 20a~ 15 , 950 . ~ b Taxable amount (see instrs) .. 20b 540 . please use _ Form 1040-W. 21 Other income _ ________________________________ __ 22 Add the amounts in the far ri ht column for lines 7 throw h 21. This is our total income . '' 22 20 340 . 23 Educator expenses (see instructions) ....................... 23 Adjusted 24 Certain business expenses of reservists, performing artists, and fee-basjs GLOSS government officials. Attach Form 2106 or 2106•EZ .................... 24 Income 25 Health savings account deduction. Attach Form 8889 ........ 25 26 Moving expenses. Attach Form 3903 ....................... 26 27 One-half of self-employment tax. Attach Schedule SE ........ 27 274 . 28 Self-employed SEP, SIMPLE, and qualified plans ............ 28 29 Self-employed health insurance deduction (see instructions) ............. 29 1 421 . 30 Penalty on early withdrawal of savings ..................... 30 31 a Alimony paid b Recipient's SSN .... ~ .. 31 a 32 IRA deduction (see instructions) ........................... 32 33 Student loan interest deduction (see instructions) ............ 33 34 Tuition and fees deduction (see instructions) ................ 34 35 Domestic production activities deduction. Attach Form 8903 .............. 35 36 Add lines 23 • 31a and 32 - 35 .......... . ........................ ........................... 36 1 695. 37 Subtract line 36 from line 22. This is our ad'usted ross inco me ..................... ~ 37 18 645 . BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDIA0112 ttro~fo5 Form 1040 (2005) Form 1040 2005) Geraldine J Jo ce 040-22-0943 Pa e 2 Tax and ~ Amount from line 37 (adjusted gross income) .......................................... 38 18 645 . Credits 39a Check ~ 8 You were born before January 2, 1941, e Blind. Total boxes if: Standard) Deduction for - • People who checked any box on line 39a or 39b or who can be claimed as a dependent, see instructions. • All others: Single or Married filing separately, $5,000 Married filing ,jointly or 'Qualifying widow(erj, $10,000 Head of household, $7,300 O Spouse was born before January 2, 1941, Bllnd. checked ~ b If your spouse itemizes on a separate return, or you were adual-status alien, see Instructions and check here ...................................... ~ Itemized deductions (from Schedule A) or your standard deduction (see left margin) .......... 39a 1 39b ........ 0 338 . ~1 Subtract line 40 from line 38 .................................................. ........ 41 12 307 . L2 l3 If line 38 is over $109,475, or you provided housing to a person displaced by Hurricane Katrina, see instructions. Otherwise, multiply $3,200 by the total number of exemptions claimed on line 6d ........ T bl i ........ 42 3 200 . axa e ncome. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0• ............................................... ........ 43 9 107 . 14 Tax (see instrs). Check if any tax is from: a Form(s) 8814 b ~ Form 4972 ................ ........ 44 987 15 Alternative minimum tax (see instructions). Attach Form 6251 ................... ........ 45 0 , 16 Add lines 44 and 45 .......................................................... ...... - 46 987 . 17 Foreign tax credit. Attach Form 1116 if required ............. 47 18 Credit for child and dependent care expenses. Attach Form 2441 .......... 48 19 Credit for the elderly or the disabled. Attach Schedule R ..... 49 i0 Education credits. Attach Form 8863 ....................... 50 i1 Retirement savings contributions credit. Attach Form 8880 ... 51 i2 Child tax credit (see instructions). Attach Form 8901 if required ........... 52 i3 Adoption credit. Attach Form 8839 ......................... 53 i4 Credits from: a ~ Form 8396 b ~ Form 8859 ................. 54 i5 Other credits. Check applicable box(es): a ~ Form 3800 b ~ orm c Form 55 8801 56 Add lines 47 through 55. These are your total credits ................................... 56 57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0 . .................. - 57 987 , 58 Self employment tax. Attach Schedule SE ...................................................... 58 548 . Other 59 Social security and Medicare tax on tip income not reported to employer. Attach form 4137 .................. 59 Taxes 60 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ................... 60 61 Advance earned income credit payments from Form(s) W-2 ............................. 61 62 Household employment taxes. Attach Schedule H ....................................... 62 63 Add lines 57-6Z. This is our total tax ...................................................... ~ 63 1 535 . Payments ~ Federal income tax withheld from Forms W-2 and 1099 ...... 64 If you have a 65 2005 estimated tax payments and amount applied from 2004 return ........ 65 1 000 . qualifying 66a Earned income credit (EIC) ................................ 66a child, attach r b Nontaxable combat pay election ..... ~I 66b~ Schedule EIC. I 67 Excess social securi and tier 1 RRTA tax withheld see instructions tY ( )....... 67 68 Additional child tax credit. Attach Form 8812 ................ 68 69 Amount paid with request for extension to file (see instructions) 69 70 Payments from: a ~ Form 2439 b ~ Form 4136 c ~ Form 8885 70 71 Add lines 64, 65, 66a, and 67 through 70. These are your total pa sots ......................................... ................... ~ 71 1 0 0 0 . Refund 72 If line 71 is more than line 63, subtract line 63 from line 71. This is the amount you overpaid ................ 72 Direct deposit? 73a Amount of line 72 you want refunded to ou ......................................... - 73a See instructions - b Routing number ........ - c T pe: Checking ~ Savings and fill in ;73b, d Account number ...... . 73c, and 73d. 74 Amount of line 72 ou want a lied to our 2006 estimated tax ........ ~ 74 Amount 75 Amount you owe. Subtract line 71 from line 63. For details on how to pay, see instructions ............... ~ 75 535 . YOU OWe 76 Estimated tax enalt see instructions) .................... 76 Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)? .......... Yes. Complete the following. No Designee's Phone Personal identification Designee name no. number (PIN) - F Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and Sign belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Here Your signature Date Your occupation Daytime phone number Joint return? See instructions. / Self Em to ed Keep a copy Spouse's signature. If a joint return, both must sign. Date Spouse's occupation for your records. ~ Date Preparer's SSN or PTIN Preparer's Paid signature ~ Lu Ann Sie fried 03/27/2006 Check if self-employed 175-48-4559 Preparel•'s Firm's name Wa er ~ s Tax service Use Only selfyemployed),1340 E. Louther St. Suite 1 EIN 23-2262892 ilP ode and Carlisle PA 17013 Phone no. (717) 243-8314 Form 1040 (2005) FDIA0112 11/07/05 SCHEDULE A Itemized Deductions OMB No. 1545-0074 (Form,, 2005 Department of the Treasury Internal Revenue Service (99) 'Attach to Form 1040. - See Instructions for Schedule A (Form 1040). sequence No. O7 Name(s) shown on Form 1040 Your social security number Geral~3ine J Jo ce 040-22-0943 Medical Caution. Do not include expenses reimbursed or paid by others. and 1 Medical and dental ex enses see instructions .. 1 2 507 . Dental P ( ) ....................... Expenses 2 Enter amount from Form 1040, line 38 ..... 2 18 645 . 3 Multiply line 2 by 7.5% (.075) ................................. 3 1 398 . 4 Subtract line 3 from line 1. If line 3 is more than line 1, enter •0- ............................ 4 1 109. 5 State and local (check only one box): a Income taxes, or ~ ............ 5 750. Taxes You b General sales taxes (see instructions) - Paid 6 Real estate taxes (see instructions) ............................ 6 1 971. (See 7 Personal property taxes ...................................... 7 2 0 . instructions.) 8 Other taxes. List type and amount ------------ OPT 10. - ---- - ------- - -- - 8 10. -------- - - - - - - 9 Add lines 5 through 8 ................... . ..................... ...... ..................... 9 2 , 751 . Interest 10 Home mtg interest and points reported to you on Farm 1098 ................ 10 You Paid 11 Home mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home, see instructions and show that person's name, identifying number, and address (See ---------------------------- - instructions.) - - ------------------------------- ------------------------------- Note. -- ---- - - 1 -------------------- - - - Personal 12 points not reported to you on Form 1098. See instrs for spcl rules ............ 12 interest is 13 Investment interest. Attach Form 4952 if required, not deductible. (See instrs.) ................................................... 13 14 Add lines 10 through 13 ....................................... ..... ...................... 14 Gifts to 15a Total gifts by cash or check. If you made any gift of $250 or Charity more, see instrs ............................................. 15a 2 478 . b Gifts by cash or check after August 27, 2005, If you made that you elect to treat as qualified a gift and contributions (see instructions) ........... 15 b got a benefit 16 Other than by cash or check. If any gift of $250 or for It, see more, see instructions. You must attach Form 8283 if instructions. over $500 ................................................... 16 17 Carryover from prior year ..... . ............................... 17 18 Add lines 15a, 16, & 17 ....................................... ..... ...................... 18 2 4 7 8. Casualty and Theft Losses 19 Casualt or theft loss es .Attach Form 4684. See instructions.) ............................. 19 Job Expenses 20 Unreimbursed employee expenses -job travel, union dues, and Certain job education, etc. Attach Form 2106 or 2106-EZ if Miscellaneous required. (See instructions.) Deductions --------------- ------------------------------- - 20 ------------------------------ 21 Tax preparation fees .......................................... 21 (See 22 Other expenses -investment, safe deposit box, etc. List instructions.) type and amount ~ - 22 ------------------------------ 23 Add lines 20 through 22 ....................................... 23 24 Enter amount from Form 1040, line 38 ..... 24 25 Multiply line 24 by 2% (.02) ................................... 25 26 Subtract line 25 from line 23. If line 25 is more than line 23, enter -0• .. ...................... 26 Other 27 Other -from list in the instructions. List type and amount - ---------------- Miscellaneous ---------------------------- Deduction<. ---------------- 27 Total 28 Is Form 1040, line 38, over $145,950 (over $72,975 if MFS)? Itemized Deductions; ©No. Your deduction is not limited. Add the amounts in the far right column for lines 4 through 27. Also, enter this amount on Form 1040, line 40. ~ . 28 6 338 . Y d d f b I' ~t d Se instructions for the amount to enter Yes. our a uc ion may a rmr e e r - 29 If ou elect to itemize deductions even thou h the are less than our standard deduction check here BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. FDIA0301 t fnaros Schedule A (Form 1040) 2005 SCHEpULE C Profit or Loss From Business OM8 No. 1545-0074 (Form 1040) (Sole Proprietorship) Aoo~ Departmen'd of the Treasury i (99) I t l R S 'Partnerships, joint ventures, etc, must file Form 1065 or 1065-B. 'Attach to Form 1040 or 1041. - See Instructions for Schedule C (Form 1040) Attachment 09 erv n erna evenue ce . sequence No. Name of proprietor Social security number (SSN) Geraldine J Jo ce 040-22-0943 A Principal business or profession, including product or service (see instructions) B Enter coda from instructions Just Clo s - C Business name. If no separate business name, leave blank. ~ Employer ID number (EIN), if any Just Clo s E Business address (including suite or room no.) - 15 W Maln $t . City, town or post office, state, andZlPCOde ------"'--'-------------'~------- Mechanicsbur Penna. 17055 --"-------' F Accounting method: (1) Cash (2) Accrual (3) Other (specify) - _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ G Did you 'materially participate' in the operation of this business during 2005? If 'No,' see instructions for limit on losses . X~Yes _ No H If ou started or acquired this business Burin 2005, check here ................................... ........................... ~ Part I Income 1 Gross receipts or sales, Caution. If this income was reported to you on Form W-2 and the 'Statutory employee' box on that form was checked, see the instructlons and check here ............ ~~ 1 78 197 . 2 Returns and allowances ................... . ....... . ...... . .................................... ......... 2 688 . 3 Sut>tractline 2from line 1 ..................................................................... ......... 3 7 7 5 0 9. 4 Cost of goods sold (from line 42 on page 2) .. . ..... . ............................ . ............... . . ....... 4 45 604 . 5 Grass profit. Subtract line 4 from line 3 ............. . ..... . ................ . .............. . ..... ......... 5 31 905 . 6 Other income, including Federal and state gasoline or fuel tax credit or refund ..................... . . ...... . 6 7 Gross income. Add lines 5 and 6 .......................... . .................................. . ........ ~~ 7 ~ 31 905 . Pa~ Yt 11 ' ' EXDQnSeS. Fnter expenses for husiness use of your home only nn line 30. 8 Advertising .. . .... . .. . ... . ..... 8 5 049. 18 Office expense ........................ , 18 9 Car and truck ex enses 19 Pension and profit-sharing plans 19 p (seep instructions) . .. . .......... 9 3 012. 20 Rent or lease (see instructions): 10 Commissions and fees ......... 10 a Vehicles, machinery, and equipment .... , 20a 11 Contract labor b Other business property ................. 20b 4 675. (see instructions) .............. 11 21 Repairs and maintenance .............. , 21 274 . 12 Depletion ........ . ............ 12 22 Supplies (not included in Part III) ... , .... 22 1 072 . 13 Depreciation and section 23 Taxes and licenses .................... . 23 179 expense deduction (not included in Part III) (see instructions) .............. 13 2 482. 24 Travel, meals, and entertainment: a Travel ................................. 24a 1 419. 14 Employee benefit programs (other than on line 19) ......... 14 b Deductible meals and entertainment ..... 24b 417 . 15 Insurance (other than health) ... 15 1 416. 25 Utilities ....... . ......... . .............. 25 2 398 . 16 Interest: 26 Wages (less employment credits) ....... , 26 a Mortgage (paid to banks, etc) ........ 16a 27 Other expenses (from line 48 on page Z) ......... 27 5 720 . b Other ......................... 16b 17 Legal & professional services ... 17 90 . 28 Total expenses before expenses for business use of home. Add lines 8 through 27 in columns ............. ~ 28 28 024 . 29 Tentative profit (loss). Subtract line 28 from line 7 .................................... . ................... 29 3 881 . 30 Expenses for business use of your home. Attach Form 8829 ..... . ............... . ......................... 30 31 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on Form 1040, line 12, and also on Schedule SE, line 2 (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. . . . .. . .. . ...... 31 3 881 . • If E1 loss, you must go to line 32. -~ 32 If you have a loss, check the box that describes your investment in this activity (see instructions). • If you checked 32a, enter the loss on Form 1040, line 12, and also on Schedule SE, fine 2 All investment is (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. 32 a ©at risk. Some investment • If you checked 32b, you must attach Form 6198. Your loss may be limited. - 32b n is not at risk. BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule C (Form 1040) 2005 FDIZ0112 11/14/05 Schedule C (Form 1040) 2005 Geraldine 040-22-0943 Paae 2 33 Method(s) used to value closing inventory: a XL..I Cost b U Lower of cost or market e ~ Other (attach explanation) 34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory? If 'Yes,' attach explanation ......................................................................................... ~ Yes XD No 35 Inventory at beginning of year. If different from last year's closing inventory, attach explanatlon ...................................................................................... 35 39 135 . 36 Purchases less cost of items withdrawn for personal use .................................................. ~ 36 ~ 40 , 947 37 Cost of labor. Do not include any amounts paid to yourself ................................................ . 38 Materials and supplies .................................................................................. 38 _ 1 , 412 . 39 Other costs ............................................................................................ 40 Adcl lines 35 through 39 ......................................... ........................................ 40 81 , 4 94 . 41 Inventory at end of year ........................................ ........................................ 41 35 .890 . 42 Cost of oods sold. Subtract line 41 from line 40. Enter the result here and on a e 1, line 4 ................ 42 ~ 45 604 . Part IV Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9 and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must file Form 4562. 43 When did you place your vehicle in service for business purposes? (month, day, year) 44 Of the total number of miles you drove your vehicle during 2005, enter the number of miles you used your vehicle for: a Business ---_--_-_-- bCommuting _---------- cOther 45 Do you (or your spouse) have another vehicle available for personal use? ............................................. ~ Yes ~ No 46 Was your vehicle available for personal use during off-duty hours? .................................................... ~ Yes ~ No 47 a Do you have evidence to support your deduction? ........ . ........................................................... ~ Yes ~ No blf'Yes,'is the evidence written? .................................................................................... Yes No Part V Other Ex enses. List below business expenses not included on lines 8-26 or line 30. Hank F«3es-Visa Fees - 2 074. Promo 646. Dues~_ :3ubscriptions 22 0 , ------------------------------------------- Postage~ mailings _________________ 339. ---- -------------------------- Returns 388. Di~la~~---------------- 287. ----------------------------------- Frei~ht:-------------------------------~------------------- 1 766. 48 Total other expenses. Enter here and on page 1, line 27 .................................................. ~ 48 ~ 5 , 72 0 . Schedule C (Form 1040) 2005 FDIZ0112 11!14!05 SCHEDULE D (Form 11140) Capital Gains and Losses Department of the Treasury 'Attach to Form 1040. - See Instructions for Schedule D (Form 1040). Internal Revenue Service (99) 'Use Schedule D-1 to list additional transactions for lines 1 and 8. Name(s) shown on Form 1040 J OMB No. 1545-0074 Zoos Attachment Sequence No. ~ 2 Your social security number 040-22-0943 Part I ~} Short-Term Capital Gains and Losses -Assets Held One Year or Less (a) Description of 100 sharesEXYZ Co) (b) Date acquired (Mo, day, yr) (C) Date sold (Mo, day, yr) (~ Sales price (see instructions) (e) Cost or other basis (see instructions) (f) Gain or Qoss) Subtract (e) from (d) 1 2 Enter your short-term totals, if any, from Schedule D-1, l ine 2 .... 2 3 Total short-term sales price amounts. Add lines 1 and 2 in column (d) ................................................... 3 4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 ............. 4 5 Net 'short-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 .... 5 6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in thelnstructions ........................................................................... 6 7 Net short-term ca ital ain or oss .Combine lines 1 throw h 6 in column (f) ............................... 7 Part 11 ~ Long-Term Capital Gains and Losses -Assets Held More Than One Year (a) Description of 1p00 sharesEXYZ Co) (i)) Date acquired (Mo, day, yr) (C) pate sold (Mo, day, yr) (d) Sales price (see instructions) (e) Cost or other basis (see instructions) (f) Gain or Qoss) Subtract (e) from (d) 8 Sovereign Bancrp various 02/08/05 11. 5. 6. Waypoint Finl Corp various various 57. 29. 28. 9 Enter your long-term totals, if any, from Schedule D-1, line 9 ... 9 10 Total long-term sales price amounts. Add lines 8 and 9 in column (d) ................................................... 10 68 . 11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from Form<.s 4684, 6781, and 8824 ............................................................................ 11 12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 ...... 12 13 Capital gain distributions. See instrs ............................................................................ 13 14 Long-I:erm capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions ........................................................................... 14 15 Net lor-g-term capital gain or (loss). Combine lines 8 through 14 in column (f). Then go to Part III on a e2 ................................................................................................. 15 34. BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule D {Form 1040) 2005 FDIA0612 05(18705 Schedules D (Form 1040) 2005 Geraldine J JoVCe 040-22-0943 Pa e 2 Part III_(Summary 16 Combine lines 7 and 15 and enter the result. If line 16 is a loss, skip lines 17 through 20, and go to line 21. If a gain, enter the gain on Form 1040, line 13, and then go to line 17 below ............................... . 17 Are lines 15 and 16 both gains? ® Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22. 18 Enter the amount, if any, from line 7 of the 28°~6 Rate Gain Worksheet in the instructions ................. . 19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet in the instructions ...................................................................................... ~ 20 Are lines 18 and 19 both zero or blank? © Yes. Complete Form 1040 through line 43, and then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040. Do not complete lines 21 and 22 below. No. Complete Form 1040 through line 43, and then complete the Schedule D Tax Worksheet in the instructions. Do not complete lines 21 and 22 below. 21 If line 16 is a loss, enter here and on Form 1040, line 13, the smaller of: • 'fhe loss on line 16 or ~ ............................................... • ($3,000), or if married filing separately, ($1,500) _ Note. When figuring which amount is smaller, treat both amounts as positive numbers. 22 Do you have qualified dividends on Form 1040, line 9b? Yes. Complete Form 1040 through line 43, and then complete the Qualified Dividends and Capital Gain Tax Worksheet in the Instructions for Form 1040. No. Complete the rest of Form 1040. Schedule D (Form 1040) 2005 FDfA0612 05/18/05 SCHEDULE E ~ Supplemental Income and Loss I OMB No. 1545-0074 (Form 1040) (From rental real estate, royalties, partnerships, woo S corporations, estates, trusts, REMICs, etc) 1 Attach to Form 1040 or Form 1041. Department of the Treasury Internal RevE;nue Service (99) - See Instructions for Schedule E (Form 1040). Sequence No. ~ 3 Name(s) shown on return Your social security number i~eraldine J Jo ce 040-22-0943 r~ er[ ~ _~ Income or Loss From Rental Keal Estate anQ Royalties Note. If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). Report farm rental income or loss from Form 4835 on page 2, line 40. 1 List the t e and location of each rental real estate roe 2 For each rental real estate Yes No property listed on line 1, did you A F_red_e_ric_k_ _St_._/_Sim-pson st- - - - - - - - - - - - - - - - - - - - - - - or your family use it during the Frederick St. /Sim son st. tax year for personal purposes A X B for more than the greater of: -•---------------------------------------- •14 days, or • 10% of the total days B C _ _ _ rented at fair rental value? --------------------------------------- (See instructions.) C Income: 3 Rents received ....................... 4 Royalties received ................... . 5 Advertising ........................... 5 6 Auto and travel (see instructions) ..... 6 7 Cleaning and maintenance ............ 7 S ComrTtissions ........................ 8 9 Insurance ............................ 9 10 Legal and other professional fees ...... 10 11 Management fees .................... 11 12 Mortgage interest paid to banks, etc (see instructions) ................. ... 12 13 Other interest ............. .......... 13 14 Repairs .............................. 14 15 Supplies ............................. 15 16 Taxes : ............................... 16 17 Utilities .............................. 17 18 Other (list) ~ Dues 18 A B 20,125. 519. 150. Totals C (Add columns A, B, and C.) 3 20,125. 12 5,410. 2,203. 1,613. 19 Add lines 5 through 18 ................ 19 9 895. 19 9 895. 20 Depreciation expense or depletion (see instructions) ..................... 20 2 375. 20 2 375. 21 Total expenses. Add lines 19 and 20 ... 21 12 270 . 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see instructions to find out if you must file Forn16198 .......................... 22 7 855 . 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See instructions to find out if you must file Form 8582. Real estate professionals must connplete line 43 on page 2 ............. 23 24 Ineome~. Add positive amounts shown on line 2 2. Do not include any losses ............. .................... 24 7 855 . 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here ..... 25 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line 17.Otherwise, include this amount in the total on line 41 on pa e 2 .................................... . .. 26 7 855 . BAA For Paperwork Reduction Act Notice, see instructions. Schedule E (Form 1040) 2005 FDIZ23Q1 11/14!05 SCHECULE SE (Form 1040) Department of the Treasury Internal Revenue Service I Self-Employment Tax - Attach to Form 1040. - See Instructions for Schedule SE (Form 1040). OMB No. 1545-0074 2005 Attachment .~ 7 Sequence No. Name of person with self-empleymeM income (as shown on Form 1040) SOCIaI SeCUflty number of person Geralciine J Joyce with self-employment income - 040-22-0943 Who Must File Schedule SE You must file Schedule SE if; • You had net earnings from self-employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE) of $400 or more, or • You had church employee income of $108.28 or more. Income from services you performed as a minister or a member of a religious order is not church employee income (see instructions). Note. Even if you had a loss or a small amount of income from self-employment, it may be to your benefit to file Schedule SE and use either 'optional method' in Part II of Long Schedule SE (see instructions). Exception. If your only self-employment income was from earnings as a minister, member of a religious order, or Christian Science practitionesr and you filed Form 4361 and received IRS approval not to be taxed on those earnings, do not file Schedule SE. Instead, write 'Exempt -Form 4361' on Form 1040, line 58. May I Use Short Schedule SE or Must I Use Long Schedule SE? Did You Receive Wages or Tips in 2005? No Yes Are you a minister, member of a religious order, or Yes Christian Science practitioner who received IRS approval Was the total of your wages and tips subject to social not to be taxed on earnings from these sources, but you security or railroad retirement tax plus your net earnings owe self-emplovment tax on other earnings? from self-employment more than $90,000? No Are you using one of the optional methods to figure your net earnings (see instructions)? No Did you receive church employee income reported on Form W-2 of $108.28 or more? No I You May Use Short Schedule SE Below I No Did you receive tips subject to social security or Medicare tax that you did not report to your employer? I You Must Use Lona Schedule SE I Section /4 -Short Schedule SE. caution. Read above to see if you can use Short Schedule SE. 1 Net farm profit or (foss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1065), box 1~4,code A ......................................................................................... 1 2 Net profit or (ions) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14, code A (other than farming); and Schedule K-1 (Form 1065-B), box 9. Ministers and members of religious orders, see instructions for amounts to report on this line. See instructions for other income to report ................ 2 3 881 . 3 Combine lines 1 and 2 .................................................................................. 3 3 881 . 4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do not file this s<:hedule; you do not owe self-employment tax ...................................................... ~ 4 3 5B4 . 5 Self-employment tax. If the amount on line 4 is: • $90,000 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 58. • MorE~ than $90,000, multiply line 4 by 2.9% (.029}. Then, add $11,160.00 to the result. Enter the • • ~ 5 548 . total here and on Form 1040, line 58. - 6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.5). Enter tthe result here and on Form 1040, line 27 ............................... 6 274 . BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule SE (Form 1040) 2005 FDIA 1101 11 /08/05 r OMB No. 15A5-0172 4 J62 D i i d A rti i Form eprec at on an mo zat on (Rev January, zoos) (Including Information on Listed Property) 200rj Department of the Treasury Internal Revenue Service - See se grate instructions. ~ Attach to our tax return. Attachment Sequence No. 67 Name(s) shown on return Identifying number Geralctine J Joyce 040-22-0943 Business or activity to which this form relates Sch C Just Clo s Part I _ Election To Expense Certain Property Under Section 179 Note: /f ou have an listed ro ert ,com lete Part V before ou com lete Part 1. 1 Maximum amount. See the instructions for a higher limit for certain businesses ............................. 1 $105 000 . 2 Total cost of section 179 property placed in service (see instructions) ....................................... 2 3 Threshold cost of section 179 property before reduction in limitation ........................................ 3 $420 000 . 4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0 . ......... . ....................... 4 5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing seoaratelv,seeinstructions ............................................................................. 5 6 (a) Description of property I (b) Cost (business use only) I (~) Elected cost 7 Listed property. Enter the amount from line 29 ............................. . ........ 7 8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 ......................... 8 9 Tentative deduction. Enter the smaller of line 5 or tine 8 ............. . ..................................... 9 10 Carryover of disallowed deduction from line 13 of your 2004 Form 4562 ..................................... 10 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instrs) .... 11 12 Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11 ...................... 12 13 Carryover of disallowed deduction to 2006. Add lines 9 and 10, less 4ine 12 ......... ~ 13 Note: Do not use Part ll or Part 111 below for listed property. Instead, use Part V. PaL rt II S ecial De reciation Allowance and Other De reciation Do not include listed pro ert . (See instructions.) 14 Special allowance for certain aircraft, certain property with a long production period, and qualified New York Liberi:y or GO Zone property (other than listed property) placed in service during the tax year (see instrs) ...... 14 15 Property subject to section 168(f)(1) election ............................................................. 15 16 Other depreciation (including ACRS) ..................................................................... 16 Part III MACRS Depreciation (Do not include listed property.) (See instructions) Section A 17 MACRS deductions for assets placed in service in tax years beginning before 2005 .......................... 17 18 1f you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here ...................................................................... ~ Section B - Accetc Placed in Service During 2005 Tax Year Using the General Depreciation System (a) Classification of property (b) Month and year placed in service (C~ Basis for depreciation (business/investment use only -see instructions) ~~ Recovery period (e) Convention (f) Method (g) Depreciation deduction 19a 3-year ro ert ......... . b 5-year ro ert ......... . c 7-year ro ert .......... d 10-year ro ert ......... e 15-year ro ert ........ . f 20-year ro ert ......... g 25-year ro ert ......... 25 rs S/L h Residential rental 27 .5 rs ICI S/L property ................. 27.5 rs lit S/L i Nonresidential real 39 rs Iii S/L property ................. 1rIIyi S/L Snrtlnn r_ _ Accete Placed in Sprvire During 2005 Tax Year Using the Alternative Depreciation System 20a Class life ................ S/L b 12-Yeah ................. 12 rs S/L c 40_year ................. 40 rs 141 S/L Su 21 listed property. Enter amount from line 28 ............................................................. 21 2 482 . 22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and Scorporations -see instructions ................. . .................. 22 2 482 . 23 For assets shown above and placed in service during the current year, enter the ortion of the basis attributable to section 263A costs ........................ 23 BAA For Paperwork Reduction Act Notice, see separate instructions. FDIZ0812 12/29/05 Form 4562 (2005) (Rev 1-2006) Form 4562 (2005) (Rev 1.2006) Geraldine J Joyce 040-22-0943 Page 2 Part V Listed Property (Include automobiles, certain other vehicles, cellular telephones, certain computers, and property used for - entertainment, recreation, or amusement.) Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete or7/y24a, 24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable. Section A - De reciation and Other Information Caution: See the instructions for limits for risen er automobiles.) 9da nn vnn hava avirlanca to cunnnrt the husiness/investment use rlaimed7 _ ....... Yes No 24b If 'Yes.' is the evidence written? ...... Yes No (a) (b) (~) (~ (e) (~ (s) (h) C) Type of property (list Date placed Business! investment Cost or Basis for depreciation Recovery Method/ Depreciation Elected vehicles first) in service other basis (business/investment period Convention deduction section 179 use use only) cost percentage 25 Special allowance for certain aircraft, certain property with a long production period, and qualified New York Liberty or GO Zone property placed in service during the taxyear and used more than 50% in a ualified business use (see instructions) ......... 25 9R Prnnari., , ~carl mn•a Phan Fn% in a ni ialifiarl hi icinacc i ica• Honda civic O1/O1/04 82.76 14 678. 12 148. 5.00 SL/HY 2 482. 77 Prnnartv i rcarl ~in% nr lace in a n~ ialifiatf hi icinace ~ ica' 28 Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 ................... 28 2 482 . 29 Add amounts in column (i), line 26. Enter here and on line 7, page 1 ............... . ................................ ~ 29 ~ Section B -Information on Use of Vehicles Complete this section for vehicles used by a sole proprietor, partner, or other 'more than 5% owner,' or related person. If you provided vehicles to vour employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles. (a) (b) (c) (~ (e) (~ 30 Total business/investment miles driven i l d d Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6 e during the year ( o not nc u commutlr,g miles) ...... . ...... . ........... 8 723 31 Total commuting miles driven during the year ........ . 32 Total other personal (noncommuting) miles driven ............ . .................. 1 817 33 Total miles driven during the year. Add lines 30 through 32 ........................ 10 540 Yes No Yes No Yes No Yes No Yes No Yes No 34 Was the vehicle available for personal use during off-duty hours? ...................... X 35 Was the vehicle used primarily by a more than 5% owner or related person? .......... X 36 Is another vehicle available for personal use? ............................. X co.-*t~., r_ _ nuaetinne fnr Emetevers Who Provide Ve hicles for Use by Their Emolovees Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are not more than 5% owners or related persons (see instructions). 37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, Yes No by your employees? ................................................................................................. 38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your employees? See the instructions for vehicles used by corporate officers, directors, or 1 % or more owners ................. . 39 Do you treat all use of vehicles by employees as personal use? ........................................................ . 40 Do you provide more than five vehicles to your employees, obtain information from your employees about the use of the vehicles, and retain the information received? ......................................................................... 41 Do you meet the requirements concerning qualified automobile demonstration use? (See instructions) .................... . Note: If your answer to 37, 38, 39, 40, or 41 is 'Yes,' do not complete Section 8 for the covered vehicles. n.,..E v~ e..,.,..-~~~+i.,., - - --- -- - (a) (b) (c) (~ (e) (~ Description of costs Date amortization Amortizable Code Amortization Amortization begins amount section period or for this year percentage 42 Amortization of costs that begins during your 2005 tax year~ee instructions): 43 Amortization of costs that began before your 2005 tax year ................................................ 44 Total. Add amounts in column (f). See instructions for where to report ..................................... 44 FDIZ0812 ttiz9ros Form 4562 (2005) (Rev 1-2006) 0'2,~ 03,E 2009 11:24 7172430266 PAGE 01 rye ~ ~O DeMrtntani of the Treasury - tnternat Revenue Service Fore u.$. individual Income Tax Return ~~~ Q IRS u~a Onl - do nd writ w et a In ttua For the r Jan 1 • Doc 31 1004, or oMer tic ear b nnin 2004 endin 20 o ' (.Af~9f Your prat name MI Lest name , ne fVo, t31d-00 ra Your twtbl aasurtty eutnyx (seelnalnxtions.) Geraldine J Ja ce 040-22-0993 ~~ ~ If a last nmtum, atxxme's first name Mt Last name ~ouar,s soofal ~~ ~~ 1R5 lalbal. Oth erwise, please print Home ederess (number and streaq, If you nave a P,O. box, sea inalructwna, Apartment no. . ~ f . ' or b e 3905 tTlpO1 t~rtt p • Rid eland prive You must enter your social City, Down a post office. II you curve a forels)n address, sea Instructions, Sta6e ZIP cotls seCUflty nUmbef(S) above. Presldttrtlat Electbn Mechanicsbur PA 17055 Campaign (sea inshuMione,) - NoN: Checking 'Yes' will not change your tax or reduce your refund. You Spouse p ' p u, o/ ours use if fltln a oint return, want $3 to o to this fund? ~ Yas X No Yts No Filing Status 1 Single 4 Head of household (with qualifying person}. (See 2 Married filing jointly (even if only one had income) instructions.) !f the quafifylny person Is a Child Check only 3 Married filing separately. Enter Spouse's SSN above b foil but not your dependent, enter this child's name here , ~" one box. name here .. ~ 5 n Qualifying Widow(er) with depsnQent child (sea intttrvctiona) Exemptions 6a _ Yewrsatf, If someone can claim you as a dependent, do not check box 6a , , .... , • , , , ~ ~ ~, ^~ 1 b $ usca No. ar chlldrsrr ^ , ~ . c Otpetldents: (2) Cependent's i ('.ij Dependent's (4) f °^ a"""1°' • soc al security b relationship Hwd nyinp a, a wnh hgid f num er to you y ... , . or crul c First name; Lasi name tax croon a did trot sea kmtre IM wllh you eua td dlvonc~ er Nprration (wa Inabt) .. , If more than ~~ four dependents, i t i a~ abew see ns ruct ons. d Total number of exam tlons claimed Addnumt»rs ~ ,,,,,,,,,,,,,,,,,,,,,,,, ~ 1 ,,,,,,,,,,,,,,,,,,,,,,,,,,,,, income 7 Wages, salaries, tips, etc. Attach Farm(s) W-2 ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,•._-.,,,,,, y 8 a Taxabh interest. Attach Schedule B if required . . . ... . ...... , , , , , ..... , , , , , , , , - .. ... ... 8a 4 53 . b T7ut-e)cemph interest. Do not include on line 8a ... . . . . . . . .... 8b Attach Form(s) $ a Ordinary dividends. Attach Schedule B If required ....... , , , ... ... . . . . . . .... . ... . . l b 9 9a 102 . W-1 hen. Also attach f' ttm uel dnstra) .... , , ......... , ....... . ~'_ 9 b~ 102 . (~~ , .. , .. , , . , , , . a W-2G and 1098-R i0 Taxable refunds, credits, or offsets of state and focal income fazes (sea instructions) .... . .... . ........ . . . . 1tl IftaK was withheld. 11 Alimony received ............... .............. .................................... . it If you did not 12 Business InGOme or (loss). Attach Schedule C or C•EZ ....... . . . . . . . . ..... . . . . . . . . . ... . 12 5 109 . pet a W2, 13 Capital pain or (lass}. Act Sth d if regd. !f not read, ck here ...... . .... . . . ....... . . . . . - ~ 13 see u7struttions. 14 Chlter gains Or (losses). Attach Farm 4797 .... . . . .. . . . ...... . ..... . ........ . . ... . ...... 14 15 s IRA distributions . , , , , , , , , .. 15a b Taxable amount (see Instrs) .. 15 b 6 e 8 s . 1fi a Pensions and annuities . , .. 16a 11 936. b Taxable amount (sea Instrs) .. 16b 1 93 6 . 77 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E , , 17 10 975 . Enclose, but do t tt h 18 Farm Irtt:ome or (loss). Attach Schedule F .... . . . . .......... . . . . . . . .......... . . . . . . . . . . . 18 no a ac , arty payment Also 19 Unemployment Compensation ...... . . . . . . . .. , , , , , ... - .. - . , . , , , ' ~ ~ " ' ' ~ ~ - ~ ~ ~ - ~ ' 1 g , pplease use 20a Social security benefits , . , ...... ~ _ 20a, { b Taxable amount {sae instrs) .. ZOb Fo-m 1W10•Y. 21 Otfter income _ ~ _ _ _ _ _ _ T ~ 72 Add the amounts in the far ri t column for lines 7 throw h 21, This Is our total Income . - 22 2 5 4 5 5 . 28 Educator expenses (see Instructions) ....................... 29 AtiJusGed GCO89 24 Curtain ttusines4 expenses of reservists, performing artists, and flee-basis govemmeM officals. Attach form 2106 or 2106•~Z . ........... . . . . . . . . 2A Incr~me ~5 fRA deduction (see Instructions) .. . . . . . . .............. . . ... 2r 26 Student loan interest deduction (sae instructions)....,,,,,,,. 26 2y Tuition and fees deduction (see instructions) .......... . . . . . . 27 2$ Health savlnfls account deduction, Attach Farm 8$89 ........ 28 29 Moving expenses. Attach Form 3903 ...................... 29 8C One•half of self employment tax. Attach Schedule 5E..... , , , $0 367, , 31 Self•employed health insurance deduction (see Instrs) ...... , 31 1 739 . 32 Self-employed SEP, SIMPLE, and qualified plans ...... , . , ... 32 33 Penalty on early withdrawal of savings ......... . . . . ........ 33 9Aa Alimaty paid b Rttcipient's SSN ... , ~' , , $4a 35 Add lines 23through34a ......................... ................... .................... 33 2 100. !6 Subtract line 35 from line 22. This is our ad ustad ss ittcana .. ...... . ......... . . . * sJ6 23 355 . BAA For pl5closun, Pri~ary Act, end Paperwork Reduetian Att Notiea, sea instructions. rotAOt i2 t tnt>rna Form 1040 (2004) 02!03/2009 11:24 7172430266 Form 1Qd0 (2004) Geraldine J Joyce C Tax and 37 Amount tram line 36 (adjusted gross income) , , . , , ... ............ . . .... . . . a)~~~q 31la Check ~ 8 You were born before January 2, 1940, . •~ Blind. Total boxes r ~• L Standard Dadtaet{on fa -. • People who checked any box on line 380 or 38b or who can be claimed as a dependent, sea instructions. i • Ali others: Single or Married fitin separately, s4,~so fvl2trrN:d filing ,jointly pr Qudfltying widow(er), $9, 700 Head of household,. $7,151? b [] c SP~h S4 55 Add lines 46 through 54. These are your total credits ........ . ............. .. . . . . . ... . S6 Subtract tine ti6 from line 45. If Ilne 55 is more than line 45. enter •0- .... .............. - ' Spouse was born before January 2, 1940, Blind. eh~ck~d ~ 380 1 b tf your spoU6e itemizes on d separate return, or you were a dual•Status al ,See instructions and check here ........ . ... . . ....... . ..... . .......... }' 38b !9 ilbemixad deductions (from Schedule A} or your standard deduction (see left margin) .. . . ............ . ... . 10 Subtract line 39 from line 37 . ........................................ ............ .. Il tf Ifne 37 Is 5107,025 or less multiply $3,100 by the total number of exemptions claimed on line 6d. If tine 37 is aver 107,025, see the worksheet in the Instructions . . .. . .. . ...... . t2 taxable {ncome. Sutttract line 41 from line 40, Iffine4liamorethanline40,er-ter-0- ,,,,,,,,,,,,,,,,,,,,,,,,, ~ tax (see instrs}, Check if arty tax is from: a ~ Farm(s) 881 d q ~ Form 4872 ... . . . . ..... . . . . ...... . 44 Attarnatlve mEnimum tax (see instructions}, Attach Form 6251 .... . . ............ . . . . . . .. . 16 Add Imes 43 and 44 ...................................... ......-........... ,.. .... It3 Foreign tax credit. Attach Form 1116 If required ,,,,,, , , , , , , , q6 {7 Credit flu child end dependant care expenses. Attach Form 2441 ....... , . , 47 IB Credit for the elderly or the dlsdbled. Attach Schedule R ..... 48 19 Education credits- Attach Form 8863 ....................... 48 i0 Ret(rement savings contributions cradlt. Attach Form 8884 , .. 5Q it Chita tax Credit (see instructions) .... . . . . . . . ......... . . . . . . 51 i2 Adoprion credit. Attach Form 8839 ............... ........ 52 i3 Crvdita from: a ~ Form 8396 b ^ Form 8859 . . . ............ . . 53 F4 Qther credits. Check applicable bax(es}: a ~ form 3800 a 57 Seif•employment tare. Attach Schedule SE . . . . .......... . . . . ........... . ............ ....... 57 Other' S8 Social security and Medicare tax on tip income not reported to employer. Attach Form 4137 ...... . . .. . . ...... 58 Tax@!i 39 Additlonel tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required .... . ........ . . . ... 84 60 A.dvarlce earned income Credit payments from Form(s) W-2 . . ......... . ... . .......... . . BO 61 Household employment taxes. Attach Schedule H ............ . . . . . ............... . ..... t31 62 Add lines 56-fi1. This is our total tax - 6z Payments 63 Federal income tax withheld from Forms W-2 and 1099 .. , , , 6S 22 0 , tf you have a ~ 2004 estmated taz payments and amount applied from 2003 return ........ 64 3 500 . quslifylnq 65 a Earned ktcom• ertedlt {E1C) . . ............. . ... . ......... . . t35a child, attach ~ b Nontaxable combat pay election .. , .. ~ 65b Schedule EIC. ~ Excess social 9eourity and tier 1 RRTA tax withheld (sea instructions) , ..... , ti6 67 Additional child tax credit. Attach Form 8812 ............. . .. 67 68 Amount Raid with r~uest for extension t4 file (see instructions~-•~ .. , , , , 88 69 Other pmts front: a ^ Form 2439 b ~ Form 4136 c I_J Form 8885 69 7~ Add Imes 63, 64, 650. a 66 through 69. TMse are ow tog? • cola - ~} ~@fltMd 71 If line 70 is mare than line 62, Subtract line 62 from Gne 10. This is the amount you tllrerpatd .. . . . . . ........ 71 Olrect deposit? 720 Amount of I{ne 71 you want trafunde>d to ou ..... . . . ................ . ............. . . . - 72 See instructions ~ b Routing number . , , , , , , , XXXXXXXXX ~ c T e; Checking ~ 5avings and fill in 72b, ~ d Account number ....... XXXXXXXXXXXXXXXXX 72c, and 72d. 73 Amount of line 71 u want a led to our 2005 estimated tax , , ...... ~ 73 1 000 . Amount 74 Amount you owe, Subtract {ins 7D from Line 62. For details on how ro pay, see instructions . . ......... . . . . - 74 YOU Owe 75 Estimated tax penalty (see instructions) . , .. , , , , . ~ 75 Pr~GE 02 X43 Ptwe2 23, 355. 6, 116. 17,239. 3~1~0• 14,139. 1,751. 0. 1.751. 1.751 720, 24 Third Party Do you want to allow another person to discuss this return with the IRS (see Instruetions)7 ......... , Lf Y•s. Complete the folbwing. U No Declpnee'a Ptwne Poreonal Identificailon Designee npms ~ no. -^ number (PIN} ~ Under penalties of parlury, 1 declare that I have s1[aminetl this relum and attompenylnp sctvdura and statements, A~ b late beet O} my knowledge and Sign ballet, they ere Vu•, coma, and complete. Declaration of preparer (other than texpayep is bASed on all Inrormation of which preperer has Arty knowledge. Here Your signetwa Dab Your vtcupatlon Deynme p+oM number Joint return? Ste instructions, ' Self Ern to ed Keep a copy Spouse's signature. K e loam return, both moat sign. beta Spame's otxupAtion for your records, ~ rrewua~s ~ Lu Axan Siegfri Paid "~"~"" Preparer's Pbm'aname Waaner' 3 TaX S (or yours K Use Oniy sell•emplvyed)~ 344 E. Louther adtlresa. and zlPCOde Carlisle Date Preparor's SSN w PTIN 02/03/2009 Checku$eN-employee n 175--48-4559 to 1 17013 ~tno. (717 293-8314 Form 10~W (200x) FDIA0112 11/10/04 ©2/F~~12Q0'3 11:24 7172436266 Ffi;GE 03 SCHEDULE A It d d D ti i °N~ ~°~ ~~0~0074 ~~ ~ ~ em e ze ut~ ons 204 Owar~rtbr:/ 01 IM Treeewy l~lernxl Re.er+w Service ~s) "' Attat:h t0 Ftxm 1040, ' SN tnStruCtions for SChtsdule A (Farm 1040 07 Name(s) r»awn on Form 1048 Y.ur eatl~t uwrrflr nu~Mr Geraldine J Jo ce 040-22-0943 Msdbeaf Geutlon. i)o not include expenses reimbursed or paid by others. and 1 Medical end dental expenses (see instructions? , .. .. . . .......... . . . 1 2 0 4 9 . ~~ 8xpenses 2 Enter amount from Form 1040, Ilne 37 , ... 2 2 3 3 5 5 . 3 Multiply line 2 by 7.5% (.075) .... . . ........ . ... . ........... . 3 1 7 52 . 4 Subtract Ilse 3 from line 1. If line 3 Is more than line 1, enter •p- 4 297 . S State and local (t:heck only Otte box): _ a Income taxes, or ~ , .. , . , ...... 8 5 2, 000 . TAxes You General sales taxes (see instructions) _ b Paid 6 Reat eSWta taxes (see Instructons) ........ . . . . . .......... . . . . . 6 1 98 9 . (sae 7 Persona! property taxes ......................... . . . . ......... 7 20 . instrw;tions.) 8 Other taxes. List type and amount ~ _ _ -~-------- 10. OPT -'--_ ~ -- 8 20. 9 _ _ Ad'dlines5throu h$ _----_-- -- - - 9 4 019. Interest 10 Home mtq interest and points reported to you on Form 10.98 ....... . . . . . .... 10 You Peek! 11 Hame moet0age Interest not repoKed to you on Form 1098. If paid to the person from whom you bought the home, see Instructions and show that parson's name, identifying number, and address ~ (See instructions.) Note. _ _____ ~~ Personal 12 Pants not reported to you on i`orm 1098. See instrg for spd rules .... , , , , , , , , 12 intere5't is not 18 Investment interest. Attach Form 4452 it required. deductible. (5eelnstr5.} .......................... ....................... 13 14 Add lines tp through 13 . 14 Gifts tai 1s Gifts by cash or check. If you made any gift of 5250 or more, Charity seelnstructions ..... ............... ....................... 15 1 800. If you merle ift d 18 Other than by cash or check. If any gift of $250 or h F r 82$3 if Y t tt ti I a g an ac a m ons. ou toas o nstruc more, See gat a benefit over 5500 . ................................................ 16 for it, see instructions. 17 Carryover from prior year ....... . . . . . . . ......... . . . ........... 17 18 Add fines 15 throu h 17 . 1tS 1 800. _ casualty and "fheft tosses 19 Casualty or theft loss(es). Attach Form 4684. (See instructions.) . .. . ... . ...... . . . . . . ........ 19 Job Expenses 20 Unrelmbursed employee expenses -job travel, union dues, end Most job education, att. Attach Form 2106 or 2106-EZ if Other required. (See instructions.) • MiscellaMOttti _ _ _ _ ,., - - _ _ _ _ _ Deductions (see mstructians,} 21 Tax preparation fees ` ~ .~ .~ ~. ^ ~. 22 Other expenses -Investment, safe deposit box, etc. List type and amount ' ~--------------- ZS Add lines 20 through 22.....,.,.. ... .................... 24 Enter amount from farm 1040, line 37 . , , , , ~ 24 L _ 25 Multiply line 24 by 2% (.02} ..... . . . . ................ . . . . ..... . 2fi Subtract line 251rom line 23. If line 25_is more than Ilne 23, enter t?ther Miscegaraaous Deduttlotts 2T Qther -from list in the Instructions. List tVDe and amount ~ Total 28 IS Form 1040, line 37, over $142,700 (over $71,35D if MF$)? itemized peductlons ~ No. Your deduction is not limited. Add the am0urtts in the far rigqht column for lines 4 through 27. Also, enter this amount on Form 104It, line 39. ~ - Z8 6 116 , Yes. Your deduction may be limited. See instructions for the amount to enter. ~~„JJ BAA For Paperwork Redtattion Act Notice, see Ftxm 1040 instructions. voteo!r01 S iro2wa 5chadule A {Form 1 U4U) 2004 02(03!2009 11:24 7172430266 PAGE 04 SCIiEDUI.E C (Farm 1044) o.partma+,t o< tfw Troesury Interrxpl Re'venua S~rvtw Nprne of propri~tpl Profit or Lass From Business (Sole Proprfetorshfp) F Psrtnershlpp~~s, joint wrrtures, etc, must Nfe Form 7085 a IOBS-B. i Attach to Form 704p or 1041, F Sw Instructions for ScheduN C (Form 1040 owe No, , sas.oo~a 200 3oetM weurNy nu+ Geraldine J Jo ce 04022-09 Prlne+pal buc+nees or prOMellon, Inetudinp product ar service {eee instructlons) g ~1tN eoM ~ C 8us+nest r,eme. tt no s~p~reta tfuiirr~ge nemr, l~eve blank. rmptay.. to numt,.r t[tNL It e^Y _Just Gl4gs E t3uSina7e address (incfudlnp solo «room na.)r' 15 W Mai n S t . _ _ _ _ _ _ _ _ _ _ _ _ _ _ Cny.townorpoetoRic•,atate.sndzlPcaee Mecharlicsbur ^Penna.17055'---- ----_ T----~ --- T -_-_ F Accounting method: (1) Cash {,'~ Accrual {3) Other {specify) r _ _ R _ _ _ _ _ _ _ _ _ _ _ _ Dld you 'materially participate' In the operation of this business during 2(}04? it 'No,' see instructions for limit on losses .Y, _ _ C~Yes _ - No H If ou started or aC aired this business Burin 2004, check here . -• Income i Gross receipts or sates. Caution. It this income was reported to you on Form W-2 and the 'Statutory employee' box on that form was checked, see the Instructions and check here .. ..... , , , .. -~ 1 71 r 7.6 6 . 2 Returns andaflowartces ...................................... ..................... ................... 2 1 046. 3 5ubtraMline2fromlinel .................. ....................................... ................... 3 70 120. 4 Cost of goads sold (from line 42 on page 2) .... ........... . . . ........ . . . ... .. . .... .............. . . . .. __ 4 3 7 , 9 6 8 . 5 Girossproflt.Subtractline4fromline3 .......................... ......... ............................ S 32 7.32. 6 Cither income, {ncluding Federal and State gasoline or fuel tax credit ar refund .... . . .... . ... . ... . ..... . .... . 6 T Gross income. Add IJnes 5 and 6 , '' 7 32 132 . EXDQrI$b!. Enter eYOenses fnr business use et vrnu home only nn iin® 30. $ Advertising .... . ........... . ... 8 5 2 4 6 . 19 Pension and profit•sharing plans ... , .... , 19 4 Gar and truck ex enses (see instructions . ........... . . 8 2 2 97 , 20 Rent ar lease (see instructions): a Vehicles, machinery, and equipment , , ... 20a ~~ 10 Gommissions and tees ..... , .. 10 b Othrer business property , , , , , , ,,,, , , , ,, , TOb 4 355 . 71 Contract tabor 21 Repairs and maintenance . . ........ . .... 21 602 . (see instructlons) . .... . . .. . . ... 11 22 Supplies (not included In Part III) ..... , , , 22 1 939 . 12 Depletion ...... , ....... , , ... 12 23 Taxes dnd licenses .. . ....... . . ........ 23 161 . 13 Depreciation and section 179 expense deduction not included In Part iii) 24 Travel, meals, and entertainment: a Travel .. , , ..... . . . .. . ....... . . . ... ~ " ' 24u 1 694 . see instructions) ........... . .. 13 b tJieais and benefit 14 Em l rams entertainment . , .. 129 . p pr oyee (other than on line 19~ ......... 14 c Enter nondeduc• 15 Insurance (other than health) ... 15 1 579. tibia amount in• i n i6 lntt:rest: in trs) . , 24b (see 65 . a Mcrtyape (paid to bonks, etc) .. , , , ... 16a d Subtract line 24c frpm line 24b . , , , . , , ... 24d 69 , b Other . . . ..... .............. . 16b 25 Utilities ..... , ................... , , .... 2S 2 153 . 1? Legal & professional services ... 17 100. 26 Wages (less employment Credits) ........ 26 18 L7tfice ex ense ..... . . . . . .... . . 18 7 9 . 27 Othor ex nses from line t8 on a 2 ......... 27 6 7 5 9 . 28 Total expenses before expenses for business use of home. Add lines 8 through 27 In columns . ... . ...... . . • 2$ 27 028 . 29 Tentative profit (loss). Subtract line 28 from Ilne 7 ....... . . . ...... . . . .. . ......... . . ...... . ........... . 29 5 104 . 30 Expenses for business use of your home, Attach Form 8829 ............................................... ~ 31 Net profit ar (14ss). Subtract line 30 from line 24. • It a prom, enter on Form 1040 line 12, and also on Schedule SE, line 2 (statutory employees, see Insiructiorts). Es~ates and trusts, enter on Form 1041, line ..... . .... . .... 31 5 109 . • !t a foss, you tttust 9o to line 32, f 32 If you have a loss, check the pox that describes your investment in this act4vity (sae Instructions). • 1f you checked 32s, enter the loss on Farm 1040, Ilse 12, and also on schedule SE Ilrts,2 AI{ irwestment is (st86utory employees, see instructlons). Estates and trusts, enter on Farm l Odl , line ~. 32 s ®at risk. Some investment • I~ou checked 32b You must attach Form 8188. --~ 32b r{ is not ai risk. BAA Far Psp~rwork Reduction Act Notice, see Form 7040 instructlons. 5chedufe C (Form 1440) 2004 FolzoTi2 OSro5ro4 Et'?/03/2009 11:24 7172430266 Pn+~E 05 dine J_JOVCe _ 090-22-094 33 Method(s) used to value Closing Inventory: a ®Cos2 b Lower of cost or martcet C Other (attach explanation) 3~1 Was there annyy Ctlatlge in determining quantities, costs, or vatuatipns between opening and closing inventory? ~ if'Yes,'attach explelnation ..................................................................... ....... .. ..., a Yes tA.lNo 35 Inventory at be~lnning of year. tt different from last year's Closing inventory, attachexplanatlon ................................. ........ .... 30.577. 96 Purchases less cost of items withdrawn for persons! use ....... . ...... . . . . ....... . . . . . ......... . ....... . 37 Cost of labor, Oo not include any amounts paid to yourself ....... . ........ . . . .... . . . ... .. . . ..... . . . . .... . 38 Materials and supplies ...................... ......... ....... ......................................... 39 !Other costs .................................... .................................. .................... 40 ,~,dd lines 35 through 39 .... ......... ................................... ...... .................. .... 6. 77 41 !inventory at end of year ........................ ........ ................ ....... .................... 41 39, 13 4Z Gost of Dods sofa. Subtract Ilne 41 from line 40. Enter the result here end on a e 1 tine 4 ...... . . . ...... . 42 37 98 ~tl}OR1'1,t1{~Of1 Oq YCUr Vehid@. Complete this part only iF you Ord claiming Car or truck expenses on line 9 and are not required to flld Form 4562 for this business. See the instructions for line 13 to find out if you must fiie Form 4562. 43 Wmen did you place your vehicle in service for business purposes? (month, day, year) ~ O1 /01 /2004 ~ _ _ 44 0'f the total number of miles you drove your vehicle during 2004, enter the numbdr of miles you used your v®hicle for: a Business _ 6124 bCommuting ______-1,20 cbther ~_-----1,086 AS t'k+you (or your spouse) have another vehicle available br personal use? ............................................. a{ Yss ~ Na 46 Wass your vehlCie available for persona! use during off•duty hours? .. . . ........ . . ........ . ........ . . . . . ...... . . ........ ©Yss ~ No A7 a po you have evidence to support your deduction? ...... . . . . ....... . . . . . .... . ........ ........... . .......... . . . . ... .. X^ Yss ~ No b if "fes ' is the evidence written? . X Yes No Qthar Ex ft5@s. List below business ex enses not included on lines 8-26 or Ilne 30. Bank Lees,~Visa-Fees_-----__,~---------------------------------- 3 429 Promo_.--------------------------------______~_______.._______ 200 Dues,~_Suhscri~tions ---------------------------------- ------ 75. Ereiyht ----------------------~-------~----------------------- 1 817. Postage s_peliv_ery__________________ --__-_-- _______-___-- 424 pi~laY------------------------------------------------~---- 819. 4B Totat other sxpsnsss. Enter here and an page t , line_ 27 .148 ~ 6, 7 5 9 . ~~ Schedule C (Form 1 Q4(t) 2004 FblZO112 65lp6rp4 O'2~'ft312k709 11:24 7172430266 PAGE 06 SCHEDULE E (Form 1040) prJPar~nera of e» Treewry Internal Revernw Servloe 0-AB No. 1S4S•0074 ~~ i3 Name s) slwnn on reUwn _ _ - - - - ( Your toclal a~eurlty numwr Geraldine J Jo ce 090-22-0943 fneame or Loth From Rental Reai Estate and Royalties Noh. It you are in the business of renting personal property, use SctaduN C ar GQ (see instructions). Report farm rental income or loss from Form 4fl3r5 on pt+ge 2, fine 40. 1 List the and location of each rental nal estate roe 2 For each rarnal real estate Yes No A Fred~xick S_t_./Si_meson_s~._______________________ pmPerblisbedonlinel,dtdyou or your family use it during the Frederick St:. /Sim son st. tax year for personal purposes A X ~ for more than the greater of: -------------~-_______------~------------- •14deys,or ~ 1Q96 of the total days B C _________________.,_____,______,______-_____ rent9datfairrentalvalue7 (Sae instnlcGons.) C (11ComC: Pro rtks Toteis A B C Add columns A B and C, 3 Ftents received . . .. . ....... . . . . . ...... 3 19 S 00 . 3 19 500 . 4 Royalties received . .. . . . . ......... . . . . 4 4 5 A,dvertising ............ ............. S 6 Auto and travel {See InsGuctions) .... , , r3 219 . 7 Cleaning and maintenance ...,.,,..... 7 13 .Commissions .......... . .......... . . $ 6 0 0 . 9 Inisurance ............... . . . ......... 9 8 7 8 . 10 Legal and other professional fees ...... 1p 11 Management fees ................... 11 12 Mortgage interest paid to banks, etc (See instructions) .. . . . . ............ . . . 12 18 Other interest ....................... 13 14 Repairs . . ............... . ........... 14 1 135 . 15 Supplies ............................ 15 16 Faxes .,..... ............... .... 16 1 958, 17 Utilities ............................. 17 1 257. 18 OtN+er(list)r --_ - -_ - -- __ _ Dues ____---- --- _-- 105. ~_ - - -- ----------------------- 18 19 2ti 21 22 3 4 23 rZ'6 Add lines 5 throuflh 18 ........ . . . . . . . . 14 6 152 . depreciation expanse or depletion (see instructions) .. .... . ... . ...... x0 2 373 . Total expenses. Add lines 19 and 20 ... 21 $ 525 . inrvme or {loss) trom rental real estate ar royally properties. Sut><ract line 21 from line 3 (rents) or line 4 {royalties), If the result is a {loss), see instructions to ilnd out if you must the Form 5198 ............... . .. . ... . . 22 10 9 7 5 . Deductible rental real estate 1055. Gautlon. Your rental real estate loss on line 22 mry be limited. See instructions to find out if you must fde Form 8582. Real estate professionals must t~mplete line 43 on pope 2 ....... , , .. , 23 ineotna. Add positive amounts shown on line 22. Qa got include any losses .. . . ..... . . . . .......... . . . . . . . . . . Losses. Add royalty fosses from Ilne 22 and rental real estate losses from line 23, Enter total losses here . , , , , Total rental reel eshb and royalty income or (lass). Combine Imes 2a and 25. Enter the result hare. If Parts II, 111, IV, and line ~ on page 2 do riot apply to you also enter this amount on Form 1040 line 17 Otherwise, include this amount in the total on I(ne 41 ors page 2 , 8AA For PaperwoMc Reduction Act Notiu, see Form 1040 instructions. FDIZ2301 05!12!04 Supplemental Income and Loss (From rental reef estAte, royaftiea, p~~ ~Epsr S corporations, estates, trusts, RE , ) `Attach to Form 1040 or Form 1041. ` See Inatructians tar ;3chedute E (Form 1040), 20 7 2, 373. 10 ~ Z8 ~ 10, 975. Schedule L (Form tO4O) 2004 P~;GE 07 Et2,E0312009 11:24 7172430266 SCHEDULE SE (Form ! oao} Self-Emptaymerlt Tax rneao°~ Rave ~seervw~`"y - Attach to Form ! G40. ~ see tnstruettons for SGheduie SE (Fomt ! 04G~ Name a person with ulfannployn+ent inCOTE (ss shown on Form 1 QdQ) Sxia! seCUrlttyy number of person Geraldine J Jovice with saifampdayfnant income ~ VVho Must Fi14 Schedule SE ~~~~ _„_ You must fife Schedule SE if: • You had net earnings from self•ernployment from other than church employee income (line 4 of Short Schedule SE or line 4c of fang Schedule SE} of $400 or more or a You had Church employee income of x10$.28 or more. Income from servltes you performed as a minister or a member of a religious order is not church employee Income (see instructions), Note. Even N you had a loss or a small amount of income from self-employment, it may be to your benefit to file Schedule SE and use either "options( method' in Part It of Long Schedule SE (see inst-uctions). Exception. If your only Self•empioyment income was from earnings as a minister, member at a religious order, or Christian Science practitioner end you filed Form 4361 and received iRS approval not to be taxed on those earnings, do rtot file Schedule SE. Instetd, write 'Exempt -Form 4361' on Form 1040, fine 57. May 1 Use Short Schedule SE or Must 1 Use Long Schedule SEA Np Did You Recafve Wages ar Tips in 2Q04? I Are you a minister, member of a religious order, Or Yes Christian Science practitoner who received IRS approval not to be taxed on earnings from these sources, but you owe self-employment tax on other earnings? _ __ No Are you using one of the optional methods to figure your 1' ~s net earnings (see instructions}? No Did you receive Church amplo~ee income reported on Yaa Form 1h1-2 of $108.28 or more, No Yoe Nlav Use Short Schedule SE Below Did you receive tips subject to social sacurity~ or Medicare tax that you did not report to your empbyer. I You Must Use tong schedule S1: ~ $eCtiptt A -Short Schedule $E. Caution. Read above to see if you can use Short Schedule SE. 1 Nei farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form i 065), box t4,code A ..................... ............................................... •................, ! 2 Net profit or (loss} from Schedule C line 31' Schedule C•E2, line 3; Schedule K-t (Form 1Q6S}, box 14, code A (okher than }arming); and Schedule K•1 (h`orm 1065-6), box 9, Ministers and members of re ipious orders, ~ 5 104 . see instructions for amounts to report on this line. See instructions for other income io report ............. . . . 3 Combine Unes 1 and 2 ................................................................................. 3 5 1 0 4. A Nat earnings from se#-empbYment. Multiply line 3 by 92.35% (.9235). If foss than $400, da not file ~ ~ q 71 q this schedule; You do not owe self-employment tax ....:...... . .. . . ............... . . ..... . . . ..... . 5 self-employment tax. If the amount on tine 4 is: a X87,900 or less, multiply line 4 by 15.3°10 (.153). Enter the result here and on Form ! f>w40, floe ti7. ~ 7 21 Then, add $10,899.60 to the result. Enter the ' "' ~ $ e More than x87,900, multippiy fine 4 b~yy 2.9% (.029}, total here and an FormlWlEi, line 57. -- 6 Deduction for one-half of salt-am nt tax. Multiply line 5 by 50% (.5). 6 361 . Enter the result bare and on Form~llns SO .... , , , , • . BAA For Paparworir Reduction Act Notlce, sw Fom+ 104D )nsbuctions. Schedule SE {Form 1040) 2004 Was the total of your wages and tips subject to social security or railroad retirement tax Pius your net Oarnings from self-employment more than x87,900? No FOiA110~ O5N61D4 Form ,I V~0 Label (See instructions,) USE! thE! IRS label. Otherw se, please print or type. DECEASED Raymond L Joyce, Jr Department of the Treasury -Internal Revenue Service U.S. individual Income Tax Return For the year Jan 1 -Dec 31, 2003, or other tax veer beginning Your first name Ml Last name 10/29lZ003 2003 2003, ender RR~mond L Joyce, Jr. If a joint rehvn. spouse's first name MI Last name Geraldine J Joyce Home address (number and street). If you have a P.0. box, see instnicticns. 3905 Rid>;eland Drive City, tovm or post office. If you have a foreign address. see instrtiictions I (yy) IRS Use on;y - Do not wnte or staple in this space. , 20 OMB No. 1545-0074 Your social security number 194-12-8316 Spouse's social security number 040-2Z-0943 Apartment no. . Important! You must enter your social State ZIP code security number(s) above. Presidential ~rlechani csburg PA 17055 Election Campaign , Note: Checking 'Yes' will not change your tax or reduce your refund. You Spouse (See mstnxtions_) Do you, or your spouse if filing a joint return, want $3 to go to this fund? .......... ~ Yes X No Yes X No Filing Status 1 Single 4 Head of household (with qualifying person). (See 2 X Married hlmg jointly (even if only one hatl income) instructions.) If the qualifying person is a child but not your dependent, enter this child's Check only 3 Married f~ling separately. Enter spouse's SSN above & full Hama here one box. name here . ~ 5 Qualifying widow(er) with dependent child. (See instructions.) 6a U Yourself. If your parent (or someone else) can claim you as a dependent on his or No. or boxes ExemFltions her tax return, do not check bo:•: 6a .......... ~ 6a a d 6b n Z b XD Spouse .................................... ........................ .. .... - No. or If more than five dependents, see instructions. Income Attach Forms W-2 and W-2G here. Also attach Form(s)1099-R if tax was withheld. If you did not get a W-2, see instructions. ROLLOVER Enclose, but do not attach, any payment. ,41so, please use Form 1040-V. c Dependents: (1) First name Last name (2) Dependent's social security number (3) Dependent's relationship to you (4) if quarfying child for child tax credit (see instrs) children on 6c who • lived with you ... . • did not live with you due to divorce or separation (see instrs) . , Dependents on 6c not entered above . Add numbers on lines d Total number of exemptions claimed ........ above ..... ~ 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ............................... .... .. . I 7 I _ Sa Taxable interest. Attach Schedule B if required ............................... b Tax-exempt Interest, Do not include on Ilne 8a ... ....... ~ 8b~ 9a Ordinary dividends. Attach Schedule B if required . . b ~eelid drs) I 9b~ 9z . 10 Taxable refunds, credits, or offsets of state and local income taxes (see instnrchons) .... .... 11 Alimony received , ...... .... .. 12 Business income or (loss). Attach Schedule C or GEZ . . . 13a Capital gain or (loss). Att Sch D if regd. If not regd, ck here b If box on 1 a a checMed. enter I 13 b posFMay 5 capital gam Aistri4utions ..... .... . 14 Other gains or (losses), Attach Form 4797 .. ... .. ....... ............. .... .. . 15a IRA distributions ......... 15a 68 , 758. b Taxable amount (see instrs) . . 16a Pensions and annulUes 16a I b Taxable amount (see instrs) . . 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . 18 Farm income or (loss). Attach Schedule F .. ... ... ....... . 19 Unemployment compensation .......... . 20a Social security benefits ..... ... { 20a~ 20, 845 . ~ b Ta:<able amount (see instrs) . . 21 Other income -------------------------------------- 22 Add the amounts in the far right column for lines 7 through 21. This is your total income ~ 2 8a ~ Z03. _9a ~ 92. 10 i 11 12 19,015. 13a 1 . I 14 15b 7, 138. 16b 17 2 , 863 . 18 19 20b 771 . 23 Educator expenses (see instructions) ....... d 23 i i A justed 24 IRA deduction (see insVuctlons) ........... . .. G 24 ~ - ross Income 25 Student loan interest deduction (see Instructions) ....... 25 26 Tuition and fees deduction (see instructions} . .............. 26 27 Moving expenses. Attach Form 3903 ....................... 27 28 One-half of self-employment tax. Attach Schedule SE ....... 28 1 , 344 . 29 Self-employed health insurance deduction (see instrs) ....... 29 4 , 850 . 30 Self-employed SEP, SIMPLE, and qualified plans ........... 30 31 Penalty on early withdrawal of savings ..................... 31 32a Alimony paid b Recipient's SSN .... - 32a 33 Add lines 23 through 32a .......................... . ........... ..... ..................... 33 6 , 194 . 34 Subtract line 33 from line 22. This is your adjusted gross inco me .. ................... ~ 34 2 3 , 889 . BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDIAOi t2 oiyl6yoa Form 1040 (2003) Form 1(:40 Tax and C red its Raymond L Joyce, Jr. & Geraldine J Joyce 194-12-8316 35 Amount from line 34 (adjusted gross income) ... . 36a Check _~ R You were born before January 2, 1939, R Blind. Total boxes Standard Deduction for - • Peo-le who checke 1 any box on line 36a or 36b or oho can be claimed as a depencent, See jnstruc` sons. • Atl c_hers: Single : r Married filing s=parately, $4,750 Marries filing jointly or Qualit;;'ng widow!er), $9,5CC Head cf house`.old, $7,000 n. I U al.+vu~c waa wi i i uci~i c jai iuai y c, i ~~., U vn„u. ..,,....,..,., ....a L= b If you are married filing separately and your spouse itemizes deductions, or you were adual-status alien, see instructions and check here . ........... - 36b Itemized deductions (from Schedule A) or your standard deduction (see left margin) ...... .......... . Subtract line 37 from line 35 ................................................. ..... . If Line 35 is $104,625 or less, multiply $3,050 by the total number of exemptions claimed on line 6d. If line 35 is over $104,625, see the worksheet in the instructions ......... ... . Taxable income. Subtract line 39 from line 32. If line 39 is morn thsn Ilne 32, enter -0 . ............ ..... ............... .... lax (see u~strs). Check if any tax is from a ~ Farm(s) 2214 b ~ Form 49'Z ....... . Alternative minimum tax (see Instructlons). Attach Fcrm 625 i .. .. .. ..... 37 38 39 40 Pa e 2 23,889. 15,970. 7,919. 6,100. 1,819. 179. Add lines 41 and 42 .. .... _ ... , .. .. - 43 179 . Foreign tax a-edit. Attach Form 1 1 16 if required ............. 44 ~ Credit for child and dependent care expenses. Attach Fonn 2441 .......... 45 Credit for the elderly or the disabled. Attach Schedula R ... 46 Educat;on credits. Attach Fcrm 8863. 47 i Retirement savings contributions credit. Attach Form 8830... 48 Child tax credit (see instructions) . 49 Adoption credit. Attach Form 8839... .. ... 50 Credits from: a ~ Fonn 2390 b ~ Form 2259 ... 51 Other credits. Check applicable bo:<(es): a ~ Form 3200 b ~ Form if S 52 ~ ' pec y c 2201 ' 53 Add lines 44 through 52. These are your total credits ....... 53 54 Subtract Tine 53 from line 43. If line 53 is more than line 43, enter -0 . . ........... .. '' 54 179 . 55 Self-employment tax. Attach Schedule SE ... ............... ....................... 55 2 , 687 . Other 56 Social security and Medicare tax on tip income not reported to employer. Attach Fcrm 4131 ..... 56 Taxes 57 Tax on qualified plans, Including IRAs, and tiller tax favored accounts. Attach Form 5329 if required 57 58 Advance earned income credit payments from Forms} W-2 ......... .. ... 58 59 Household employment tares. Attach Schedule H ......... ............. . , ... 59 60 Add lines 54-59. This is your total tax ........................................... - 60 2 , 866 . melnts 61 Federal income tax withheld from Forms W-2 and 1099...... P 61 523 . ay ~ 62 2003 estimated tax pa;nnenG and amount applied from 200'return .. 62 4 , 000 . If you haave a qualrfy,ng 63 Earned income credit (E{C) . ... .. ... 63 child, attach ~ 64 Excess social securih/ and tier 1 RRTA ta:<wlthheld (see Instructions) 64 Schedule EIC. 65 Additional child tax credit Attach Form 8812 ... 65 66 Amount paid with request for extension to file (see instructions) 66 67 Other pmts from: a ~ Form 2439 b ~ Form 4136 c ~ Form 2225 67 68 Add lines 61 through 67. These are your total payments '' 68 4 , 523 . 69 If fine 63 is more than hne 6G, subtract fine 6G from Ilne 62. Tilts Is the amount you overpaid ........ 69 1 , 657 , Refund - ... 70a Amount of line 69 you want refunded to you 70a 153 . ~ g Direct deposit? See instructions - b Routing number ..... XXXXXXXXX ~ ~ c Type: Checking Savln s and fill in 70b, - d Account number .. rXXXXXXXXXXXXXXXXX 70c, and 70d. 71 Amount of line 69 you want applied to your 20114 estimated tax ..... - 71 I 1 , 500 , Amount 72 Amount you otve. Subtract line 62 from line 60. for detsils on how to pay, see msUuctions . '' 72 I You Owe 73 Estimated tax penalty (see instructions) ... 73 ~ 4 , _ Do you want to allow another person to discuss this return with the IP,S Third Party Complete the following. ~ No ~ Yes i ? . ....... ons) (see Instruct Designee Desi nee's Phone Personal identification name ~ no. ~ nuonber (PlN) ~ Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements. and to the best of my knowledge and Sign belief, they are true. correct, and complete. Dec4aration of preparer (other than taxpayer) is based on all information of which preparerhas any knowledge. Here your signature Oate Your occupation Daytnne phone number Joint return? See instructions. /Film as survivin s ouse Realtor Keep a Copy Spouse's signature. If a joint return. both must sign. Date Spouse's occupation for your records. / Self Em 1 o ed Date Preparer's SSN or PTIN Preparer's ' ~U Ann S i e fried Check if self-employed 175 -48-4559 Paid signature Preparer's Firm's name Wane r ' s Tax Service Use Only selfYenployed).~ 101 East Hi h St EtN 23-2262892 ZPcodeand Carlisle PA 17013 Phone no. (717) 243-8314 Form 1040 (2003) FDIA0112 01/16/04 SCHEDULE A (Form 1040) Department of the Treasury Internal Revenue Service (99) Itemized Deductions - Attach to Form 1040. - See Instructions for Schedule A (Form 1040). 2003 ~7 Name(s~ shown on form 1040 Your social security number Ravmnnrl I Tnvr•a Tr R. Garalriina T TOVrP 194-12-8316 Medical Caution. Do not include e;<penses reimbursed or paid by others. and 1 Medical and dental expenses (see instructions) ............ ~ 1 1 1 , 533. 1 Dental 2 Enter amount from farm 1040, line 35 ....., 2 ~ 2 3 , 889. I Expenses 3 Multiply line 2 by 7.5% (.075) ................. .............. ~ 3 1 , 792 . 4 Subtract line 3 from lint 1, ff line 3 is more than line 1, enter -0- ... .................. 4 9, 741 . Taxes 'You 5 State and local income taxes ......... ....... ...... ....... 5 2 , 834. Paid 6 Reai estate taxes (see instructions) ..... ... 6 1 , 829. ~ 7 Persona{ property taxes ... ......... ... 7 40 . (See r taxes. List type and amount _ _ _ _ _ _ _ _ _ _ _ th instructions.} 8 O ` I i 0 ~ O - p 8 ~ 10. I ---------------------------- - 9 Add lines 5 through 8 9 4, 713 . Interest 10 Heine mtg interest and points reported to you on Porn 1uP2 . - - . 10 756. j You Paid 11 Home mortgage interest not reported tc you on Form 1098. I I If paid to the person from whom you bought the home, sze ! i instructions and show that person's name, identifying number, ! I and address - (See I ------------------------------- j i instructions.) -~ I ~ --- j i Note. _ _ 11 i Personal 12 Paints not reported to you on Fonn 1G9E. See instrs for spcl rules .... .. .. 12 interest is 13 lnvestment interest. Attach Form 4952 if required. not I deductible. (See instrs.) 13 j 14 Add lines 10 through 13 14 ~ 756. Gifts to 15 Gifts by cash cr chect~.. 1f you mad any gift of $25G er more, Charity sae instructions ... ~15 760. I If you made 16 Other than by cash or check. If any gift of $250 or ~~ a gift and more, see instructions. You must attach Form 8233 if 1 l got a benefit over $500 ..... .......... .... 16 ~ ~ for it, see. instructions. 17 Carryover from prior year ...................... ............. 17 1 18 Add lines 15 throw h 17 ......................... ............ .......................... 18 760 . Casualty and Theft Losses 19 Casualt or theft loss(es). Attach Form x684. (See instructions.) ............ 19 Job Expenses 20 Unreimbursed employee expenses -job travel, union dues, I I I i ost lob educat,cn, etc. Attach Form 2106 or 210E-E% if I I Other Miscellaneous required. (See instructions.) I Deductions ----- I III ~ -------------------------- -- ! 1 20 ~ I ------- ---------------------- 21 Ta;< preparation fees : 21 100 . ~ ~ 22 Other expenses -investment, safe deposit box, etc. List I (See I instructions.) type and amount - ~ 1 - 22 ------------------------------ 23 Add lines 20 through 22 ...... ...... .... ... .............. 23 140 . 24 Enter amount from Farm 1046, line 35 ..... ~ 24 ~ 2 3 , 889. I 25 Multiply line 24 by 2% (.02) ~ 25 ~ 478 . 26 Subtract IinP ~5 from line 23 If line 25 is more than line 23 enter -0- .. ............ 26 ~ 0 . _ 27 Other -from list in the instructions. List type and amcunt - - Other ---------------- I i Miscellaneous ---------- Deduction<; ----------------------------------- 27 Total 28 Is Form 1040, line 35, over $139,500 (over $69,750 if MFS)? Itemized Deductions a No. Your deduction is not limited. Add the amounts in the far right column for lines 4 through 27. Also, enter this amount on Form 1040, line 37. `~ . 28 1 S 970 . f-'1..__ .._.._ ~_~.._,.__ ..-._.. ~,, c....,~..,~ c,,,. ,....~.,,,.~~.,~~ f... tho amn~~nt to enter OMB No. 1545-0074 BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. F~iawoi 10/16/03 Schedule A (Form 1040) 2003 SCHEDULE C Profit or Loss From Business (Form 1040) (Sole Proprietorship) Department of the Treasury 'Partnerships, joint ventures, etc, must file Form 1065 or 1065-B. Internal F2evenue Service (99) 'Attach to Form 1040 or 1041. - See Instructions for Schedule C (Form 1040). OMB No. 15450074 2003 09 Name of proprietcr Social security number (SSN) Geraldine J Joyice 040-22-0943 A Principal t:us~ness or profession. including product or service (see instructons) B Enter code from instructions JUSt ClOgS - C Business came. If no separate busness name, leave blank. p Employer ID number (EIN). if any Clo E Business a?dress (including suite or room no.)' 15 W hla i n St . City, town cr post office, state, ar,d Z1P cede - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - . Mechanicsbur Penna.17055 F Accounting method: (1) X Cash (2) Accrual (3) Other (specity) - _ _ _ _ _ _ _ _ _ _ G Did you 'materially participate' in the operation of this business during 2003? If 'No,' see instructions for Emit on losses X~ Yes No H If you started or acquired this business during 2003, check here ...... . ....... .. ............ - ',Part I ` Income 1 Gross receipts or sales. Caution. If this income was reported to you on Form W~2 and the 'S1:atutory employee' box on that form was checked, sae the tnstruct;ons and check here ''~ 1 86 , 760 . 2 Returns and allowances .. .. 2 1 , 791 . 3 Subtract ling 2 from line 1 3 84 , 969 . 4 Cost of goods sold (from ling 42 on page 2) .. 4 ~ 43 , 144 . 5 Gross profit. Subtract line 4 from line 3 ....................................... . . .... .. . ........ ..... 5 41 , 825 . 6 Other income, including Federal and state gasoline or fuel tax credit or refund ....................... ..... 6 7 Gross income. Add lines 5 and 6 ..... ............................................................ ~ Part II Expenses. Enter exoens2s for husiness use of vnur hnma nnly nn line 'g(1 7 41 , 825 . 8 Advertising ............ 8 3, 585. 19 Pension and profit-sharing plans 19 9 Car and truck expenses (sea instructions) .... 9 1 , 464 , 20 Pent or lease (see instructions): a Vehicles, machinery, and equipment ..... 20a ~ 10 Cornmissions and fees .. 10 b Other business property ..... 20b 4 140 11 Cor~tract labor 21 Repairs and maintenance ... 21 , . 394 , (sae instructions) 11 22 Supplies (not included in Part III) 22 638 12 Depletion .............. .... 12 23 Texas and licenses ....... 23 . 13 Deprecia±ion and section 179 expense deduction (not included in Part ill) 24 Travel, meals, and entertainment: a Travel 24a 3 , 188 . (see instructions) ........ 13 b Meals and 14 Employee benefit programs entertainment . 280 . (other than on line 19) ....... 14 15 Insurance (other than health) 15 1 , 317 , c Enter nondeductible mount in lud d 16 Interest: a c e on line 2lb (see instrs) 140 . a Mortgage (paid to banks, etc) . 16a d Subtract line 24c from line 24b 24d 140 . b Other ... 16b 25 Utilities ... .. 25 Z , 032 . 17 Legal & professional services 17 100. 26 N/ages (less employment credits) . 26 18 Office expanse ....... .. ... 18 215. 27 OG~er expenses (from line 42 on page 2) 27 5 , 597 . 28 Total expenses before expenses for business use of home. Add lines 8 through 27 in columns ....... - 28 ~ 2 2 , 810 . 29 Tentative profit (loss). Subtract Ime 28 from fine 7 .................. ................ ........... ....... 29 19 , 015 . 30 Expenses for business use of your home. Attach Form 8829 ... ................................... ..... 30 31 Net profit or (loss). Subtract line 30 from line 29. _ • If a~ profit, enter on Form 1040, line 12, and also on Schedule SE, line 2 (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. ~-- .. ............ .... 31 19 , 015 . • It a loss, you must go to ling 32. _~ 32 If you have a loss, check the box that describes your investment in this activity (sea instructions). • If you checked 32a, enter the loss on Form 1040, line 12, and also on Schedule SE, line 2 All investment is (statutory employees, see instructions). Estates and trusts, enter on Form 1041, Ilne 3. 32a X^ at risk. Some investment • If you checked 32b, you must attach Form 6198. - 32b n is not at risk. BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule C (Form 1040) 2003 FDIZ0112 10114!03 schedule C (Form to4o) 2003 Geraldine J Jo ce 040-22-0943 Page 2 Part lli Cost of Goods Sold (see instructions) 33 Method(s) used to value closing inventory: a X Cost b ~ Lower of cost or market c tither (attach explanation) 34 Was there any change in determining quantities, costs, or valuations between opening and closing inventory? If 'Yes,' attach explanation .......... ............ ~ Yes XD No 35 Inventory at beginning of year. If different from last year's closing inventory, attach explanation 35 29, 100. 3b Purchases less cost of items withdrawn for personal use ....... .............. ..... . . 36 _ 43 , 561 . 37 Cost of {abor. Do not include any amounts paid to yourself .. .. 38 Materials and supplies 38 ~ 1 , 060 . 39 Other casts ... ... 39 40 f\dd lines 35 through 39 140 I 73.721 . 41 Inventory at end of year 141 I 30.577 . 42 Cost of goods sold. Subtract fine 41 from line 40. Enter the result here and on page 1, line 4... .. 142 I 43 , 144 , Bart l'J Information on Your Vehicle. Complete this part only if you are claiming car or truck e~tpanses on line 9 and are not i~~ required to file Form 4502 for this business. See the instructions for line 13 to find out if you m..s' file Form 4562. 43 When did you place your veh~c(e in service foi business purposes? (month, day, yeai) - O1 / 10/ 2001 44 Of the total number of mites you drove your vehicle during 2003, enter the number of miles you useC your vehicle for: a Business 4 , 012 b Commuting cOther 45 Do you (or your spouse) have another vehicle available for personal use? . ....... .......... ... XL~ Yes ~ No 46 1~las your vehicle available for personal use during off-duty hours? ... ........... ..... .... XC~ Yes ~ No 47a Do you have evidence to support your deduction? .. XC~ Yes ~ No b If '1'es,' is the evidence written? IX I Yes I ~ No art V ~ Other Expenses. List below busness expenses not included on lines 8-26 or I~ne 30. Bank Fees-Visa Fees Display------- ------------------------- Dues, Subscri tions ----------p---------------------------------------------- Postage &_Delivery_________________ ---- ------------------------- Promo 48 Total other expenses. Enter here and on 2,030. 300. 135. 2,547. 585. 1, line 27 ................................................. ~ 48 ~ 5.597 . Schedule C (Form 1040) 2003 FDIZ0112 10/14/03 SCHEDULED OMB No 1545.0074 (Form 1040) Capital Gains and Losses ZU~3 - Attach to Form 1040. - See Instructions for Schedule D (Form 1040}. Department of the Treasury Internal Revenue Service (99) - Use Schedule D-1 to list additional transactions for lines 1 and 8. 12 Name(s) Shawn on Forin 1040 Your social security number rRa~mond L Joyce, Jr. & Geraldine J Joyce 1194-12-8316 P aYt t Short-Term Ca~ltal Gatns anri I nCCac - Gccntc {-lalrl Onu Ycav nr I oec (a) Description of Property (Exarnple~ 100 shares XYZ Co) (b) Date acquired (Mo, day, yr) (C) Date sold (Mo, day. yr) (d) Sales price (see instnictions) (e) Cost or other basis (see instructions) (f) Gain or (loss) S' Stract (e) f eernad ` O (g) Post-May 5 gain or(loss)• (see below) 1 h1E~rrill Ly ch various various 15. 14. 1. 1 2 Enter your short-term totals, if any, from Schedule D-1, line 2 . .. 2 ~ , 3 Total short-term sales price amounts. ~' Add lines 1 and 2 in column (d) ......... 3 1 S . I 4 Short-term gain from Form 6252 and short-term gain or (loss} from Forms 4684, 6781, and 8824 ........... ........ ..... ............................ 4 5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts frorr Schedules} K-1 ..... .. 5 6 Short-term capital loss carryovzr. Enter the amount, If any, from hnz 8 of your 2002 Capital Loss Carryover V~/crkshezt 6 7aComt)ine lines 1 through 5 in coh.lmn (g). If the result is a loss, enter thz result. Otherwise, enter •0-. Do not enter more than zero . ................. ..... 7a;1~ _ 0. bNet short-term capital gain or (foss). Combine lines 1 through 6 in column (f) ... ..... b~ 1 , I I'at"I II i LOnq- 1 eYltl GdDl~al Gans and Losses -Assets Helm Mnra Than (~na Yaar (a) Description of property (Ezample~ 100 shares XYZ Co) (b) Date acquired (Mo, day, yr) (C) Date sold (Mo. day, yr) (d) Sales price (see instnictions) (e) Cost or other basis (see instnictionsj (f) Gain or (loss) for the entire year Subtract (ej frem (d) (g) Post-May 5 gain or Qoss)' (see be:crr) 8 f 9 10 Enter your long-tzrm totals, if any, from Schedule D-1, line 9 . 9 Total long-term sales price amounts. Add lines 8 and 9 in column (d) .... .... 10 ~ l 11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from Forms 4084, 6781, and 8824 .................... 11 12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 12 13 Capital gain distributions. See instrs 13 14 Long-term capital loss carryover. Enter the amount, If any, from line 13 of your 2002 Capital Loss Carryover ~/orksheet ........... ..... ................... ..... 14 15 Combine lines 8 through 13 in column (g). If zero or less, enter -0• ....... .......... 15 16 Net long-term capital gain or (loss). Combine lines 8 through 14 in column (f) ... ..... 16 Next: Go to fart III on page 2. i _. 'Include in column (g) all gains and losses from column (f) from sales, exchanges, or conversions (including installment payments received) after May 5, 2003. However, do not include gain attributable to unrecaptured section 1250 gain, 'collectibles gains antl losses' (as defined in the Instructions) or eligible gain on qualified small business stock (see instrs). BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule D (Form 1040) 2003 FDIA0612 01/16/04 ScheduleD(Form 1040)2003 Raymond L Joyce, Jr. & Geraldine J Joyce 194-12-8316 2 ',Part ill !Taxable Gain or Deductible Loss 17a Combine lines 7b and 16 and enter the result. If a loss, enter -0• on line 17b and go to line 18. If a gain, enter the gain on Form 104x, line 13a, and go to line 17b below ...................................... ... 17a 1 . b Combine lines 7a and 15. If zero or less, enter -0~. Then complete Form 1040 through I+ne 40 ............ .. 17b 0 . Next: • If line 16 of Schedule D is a gain or you have qualified dividends on Form 1040, line 9b, complete ~ Part IV below. • Otherwise, skip the rest of Schedule D and complete the rest of Form 1040. 18 If line 17a is a loss, enter here and on Form 1040, line 13a, the smaller of (a) that loss or (b) ($3,000} (or, if married filing separately, ($1,500)) (see instruct+ons) ......... 18 _ NE:xt: • If you have quatrfied dividends on Fcrm. 1040, I+ne 9b, complete Form 10=10 G7rough line 4:~, and ~ then complete Part IV below (but sk+p Ines 19 and 20}, • Otherwise. skip Part IV below and ccmplete the rest of Form 1040. i <<Part h!~ ~ Tax Computation Using Maximum Capital Gains Rates If line 16 or line 17a is zero or less, skip lines 19 and 20 and go to line 21. Otherwise, go to line 19. 19 Enter your unrecaptured section 1250 gain, if any, from line 18 of the worksheet m the instructions . 19 ZO Enter your 23% rate gain, if any, from line 7 of the worksheet in the instructions .. ..... ...... 20 {f lines 19 and 20 are zero, go to line 21. Otherwise, complete the worksheet in the instructions to figure the amount to enter on lines 35 and 53 below, and skip all other lines below. 21 Enter your taxable income from Form 1040, line 40 .. ...... .. ~21_ 1 , 819 . 22 En1:er the smaller of line 16 or I+ne 17a, but not less than zero ..... 22 0 . i 23 Enter your qualified dividends from Form 10-:0, line °b 23 92 . j 24 9 2 . 24 Add lines 22 and 23 .... f 25 Amount from line 4 of Fcrm 4~5~ inv„atmen, int..rest ex nee 25 0 . I 26 Subtract line 25 from hne 24. If zero or less, enter •0• 26 92 . 27 Subtract line 26 from line 21. If zero cr lass, enter -0• ...... .. .. 27 1 , 727 . 28 Enter the smaller of line 21 or: ~ • $56,800 if married filing jointly or qualifying widow(er); I • $28,400 if single or married filing separately; or ~28 1 , 819. • $38,050 if head of household - ~ I If line 27 is greater than line 28, skip lines 29 through 39 and go to line 40. ! I 29 Enter the amount from I+ne 27 .. ......... .. ..... 29 1 , 7 27 . j 30 Subtract line 29 from line 23. If zero or less, enter -0- and go to line 40 ... .... 30 9Z . 31 Add lines 17b and 23* ~ 31 ~ 92 .' i 32 Enter the smaller of line 30 or line 31 32 92 . 33 Multioly line 32 by 5% (.05) ..... 3s I 5 . If lines 30 and 32 are the same, skip lines 34 through 39 and go to line 40. i, I 34 Subtract line 32 from line 30 .. .... ~ ! I I 35 Enter your qualified 5-year gain, if any, from hne 8 i of the: worksheet in the instructions ..... .. 35 + 36 Enter the smaller of line 34 or line 35 36 ~~ 37 Multiply line 36 by 8% (.08) I ~/ L 38 Subtract line 36 from line 34 ~ 38 39 Multiply line 33 by 10% (.10) ... ....... .. 39 If lines 26 and 30 are the same, skip lines 40 through 49 and go to line 50. ~ 40 Enter the smaller of line 21 or I~ne 25 40 I 41 Enter the amount from line 30 (+f line 30 is blank, enter 0-) . 41 -- ! I 42 Subtract line 41 from line 40 . 42 ~ I 43 Add lines 17b and 23' ... ... 43 44 Enter kh=amount from line 32 (if f+ne 3? is black, enter -0-) ... 44 ~ 45 Subtract line 44 from line 43 ... 45 j '' 46 Enter the smaller of line 42 or line 45 ..... .. 46 ~, 47 Multiply line 4b by 15% (.15) .......................................................................... 47 48 Subtract line 46 from line 42 .............................. . ................. ~ 48 49 Multiply line 48 by 20% (.20) ................................................................ ...... .. 49 50 Figure the tax on the amount on line 27. Use the Tax Table or Tax Rate Schedules, whichever applies 50 174 . 51 Add tines 33, 37, 39, 47, 49, and 50 ................................................................... 51 179 . 52 Figure the tax on the amount on line 21. Use the Tax Table or Tax Rate Schedules, whichever applies ....... 52 181 . 53 Tax on all taxable income. Enter the smaller of line 51 or line 52 here and on Form 1040, line 41 ........ ... 53 179 "If lines 23 and 25 are more than zero, see instructions for the amount to enter. Schedule D (Form 1040) 2003 FDIA0612 01/16/04 SCHEDULE E Supplemental Income and Loss OMB No 1515-0074 (Form 1040) (From rental real estate, royalties, partnerships, woo S corporations, estates, trusts, REMICs, etc) 1 Department: of the Treasur ' Attach to Form 1040 or Form 1041. Infernal Revenue Service Y (99) 'See Instructions for Schedule E (Form 1040). 13 Name(s) shown on rehim Your social security number Raymond L Jo ce, Jr. & Geraldine J Jo ce 194-12-8316 !Part l Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). Report farm rental income or toss from Form 4835 on page 2, line 40. 1 Show the kind and location of each rental real estate property: 2 for each rental real estate Yes No A F r ed e r~ c k S t./ S i m S On S t. property listed on line 1, did you ------------p---------------------------- or yourfamllyuseitduringthe Frederick S t./ S 1 m p S O n S t. tax year for personal purposes A X B far more than the greater of: ----------------------------------------- ~14days,or --------------------- •10%ofthetc4aldays B C __ ________________ rented ai fair rantal value - - (See uutruc6ons.) C Income: Pro erties Totals A B C (Add columns A, B, and C.) 3 Rents received ..... 3 18 , 600. 3 18 , 600 . 4 Royalties received ..... ...... .... 4 q Expenses: 5 Adv.=rtising .............. ........... 5 ~ 6 Auto and travel (see instructions) ..... 6 j i 7 Cleaning and maintenance . ........ 7 200. 8 Commissions ............ g I I 9 Insurance ....... .................. 9 I 10 Legal and other professional fees ... .. 10 11 Management fees ....... 11 1 , 1 75 . '~ 12 Mortgage interest paid to banks, etc (see instructions) .... 12 12 13 Other interest ..... .. 13 ~ I 14 Repairs . .. ............ ... 14 5 , 88 7 . I I 15 Supplies .................. 15 148. i 16 Taxes ..... ............ ... 16 1,683. i _ I 17 utilities ... 17 1 , 912. I '' I , 18 Other (list) ~__-_----_----- i I ----------------------- I , ----------------------- J ~ I ---------------------- I ~ I ---------------------- 18 I ~ ---------------------- ~ I I I ' 19 Add lines 5 through 18 .. 19 11 , 005. 19 11 , 005 . 20 Deprer_iation expense or deplet;on (see instructions) .... ... 20 4 , 732. 20 4 , 732 . 21 Total expenses. Add lines 19 and 20 ... 21 1 S , 737. 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents} or line 4 (royalties). If the result is a (loss), see instructions to find out if you must file Form 6198 .......................... 2 , 863. 23 Deductible rental real estate lass. Caution. Your rental real estate loss on line 22 may be limited. See instructions to find out if you must file form 8582. Real estate professionals must complete line 43 on page 2 ............. 3 24 Income. Add positive amounts shown on line 2 2. Do not include any losses ............. ............ ...... 24 2 , 863 . 25 Losses. Add royalty losses from line 22 a nd re ntal real estate losses from line 23. Enter to tal losses here ..... 25 26 Total rental real estate and royalty income or (los result here. If Parts II, III, IV, and line 40 on page 2 d on Farm T040, line 11. Otherwise, include this amoun s). Com o not a t in th bine lines 24 and 25. Enter pply to you, also enter this e total on line 41 on page 2 the amount ................... ................... 26 2 , 863 . BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule E (Form 1040) 2003 FDIZ2301 06710703 Schedule E (Form 1040) 2003 13 Pa e 2 Name(s) shown on return. Do not enter name and social security number if shown on Page 1. Your social security number Ra mond L Jo ce, Jr. & Geraldine J Jo ce 194-12-8316 Part II~' Income or Loss From Partnerships and S Corporations Note. If you report a loss from an at-risk activity for which any amount is not at risk, you must check column (e) on line 28 and attach Form 6198. See instructions. 27 Are you re orting losses not allowed in prior years due to the at-risk or bass limitations, passive losses not reported ~ ^ on Form 8582, or unreimbursed partnership expensas? .............. ....... Yes X No ............... . If you answered 'Yes,' see instructions before compl2t,ng this section. Caution: The 1RS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1. 28 (a) Name (b) Enter P for S ftoreS hip, corporation (c) Check if (d) Employer foreign identification Partnership number (e) Check if any amount is not at risk A hlech Investment Club P 123-2145628 B C ~ D Passive Income and Loss N on assive Income and Loss (f) Passive loss allowed (attach Form 8582 if required) A B C D _ (g) Passive income from Schedule K-1 (h} Nonpasswe loss from Schedule K-1 (i) Section 179 expense deduction fi om Form 4562 Q) Nonpassive income from Schedule K-1 29a Totals ... _ i _~_,- ~ b Totals ... ~ I ~ - 30 Add columns (g) and Q) of line 2°a .. 30 -- -- --- 31 Add columns (f), (h), and (i) of line 29b ... 31 32 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the result here and include in the total on line 41 below ........ .... 32 {C3i'L 111 { InCOme Or LOSS t rOm tstateS anq I YUSts 33 la1 Name (hl Fmnlnvar m „~ A B ----- - Passive Income and Loss Nonpassive Income and Loss (c) Passive deduction or loss allowed (d) Passive income (e) Deduction or foss (f) Other income (attach Form 8582 if required) from Schedule K-1 6-om Schedule K-1 from Schedule K-1 A B ,_» 34a Totals . ~ -~ I b Totals ... 35 Add columns (d) and (f) of line 34a . _ _V__._-~--- 35 36 Add columns (c) and (e) of line 3-=b .. .. 36 37 Total estate and trust income or (loss). Combine tines 35 and 36. Enter the result here and include m the total on line 41 below 37 II'art ty - I Income or Loss From Real Estate Mortaaae Investment Conduits (REMICs) -Residual Holder 38 (a) Name (b) Employer identification number lrcornxSchedules Qn life Zc (see instructions) (d (net loslal !from e Schedules Q, line lb (e) Income from Schedules Q, line 3b 39 Combine columns (d) and (e) only. Enter the result here and include in the total on I~ne 41 below ....... ... 39 r--;-.. ~,rat-~ v; ,} :summa 40 Net farm rental income or (loss) from Form 4835. Also, complete brie 42 below 40 41 Total income or (loss). Combine Imes 26, 32, 37, 3°, and 40. Enter the result here and on Form 1040,1ine 17 ........... .... .... ........ .. ............... ....... ............... ..... ' 41 _ _ 42 Reconciliation of Farming and Fishing Income. Enter your gross farming and fishing income reported on Form 4835, line 7; Schedule K-1 (Form 1065), line 15b; Schedule K•1 (Form 1120S), line 23; and Schedule K-1 (Form 1041), line 14 (see instructions) ............... ............ 42 43 Reconciliation for Real Estate Professionals. If you were a real estate professional (see instructions), enter the net income or (loss) you reported anywhere on Form 1044 from all rental real estate activities in which you ', materially participated under the passive activity loss rules .......... . ......... 43 BAA FDIZ2302 06/11!03 Schedule E (Form 1040) 2003 SCHEDULE SE (Form 1040) Department of the Treasury Internal Revenue Service I Seif-Employment Tax Attach to Form 1040. - See Instructions for Schedule SE (Form 1040; OMB No. i5S5-0074 2003 17 Name of person with self-employment income (as shown on Fonn 1040) I Social securityy number of parson Geraldine J Joyce with self-employmentincome ~ 040-22-0943 Who Must File Schedule SE You must file Schedule SE if: • You had net earnings from self-employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE) of $400 or more or • You had church employee income of $108.28 or more. Income from services you performed as a mr,o~star or a member of a religious order is not church employee income (see instructons). Note. Even if you had a foss or a small amount of income from self-employment, it may be to your bene5t to f+le Schedule SE and use either 'optional method' in Part II of Long Schedule SE (sae instructions). Exception. If your only self-employment income was from earnings as a min+ster, member of a rel+gious cyder, or Christian Science practitioner and you filed Form 4361 and reca+ved 1RS approval not to be taxed on those eat Wings, do not file Schedule SE. Instead, write 'Ey.empt -Form 4361' on Form 1040, line 55. May f l)se Short Schedule SE or Must f Use Long Schedule SE? Did You Receive Wages or Tips in 2003? No Yes Are you a minister, member of a religious order, or Yes Yes Christian Science practitioner who received IRS approval ~ti'as the total of your wages and Ups subject to social not to be ta;<ed on earnings from these sources, but you secunty or railroad retirement tax plus yo~ r net earnings owe self-employment tax on other earnings? from self-employment more than $37,000. No Are you using one of the optional methods to figure your Yes net earnings (see instructions)? ~--- No pid you receive church employee rncome reported on Yes Form W-2 of $108.28 or more? No ~ You May Use Short Schedule SE Below ~ No Dld you receive tips subject to socal security or Med+care Yes tax that you did not report to your employer? You Must Use Lonq Schedule SE Section ~ -Short Schedule SE. Caution. Read above to see +f you can usz Short Schedule SE. 1 Net farm profit or (loss) from Schedule F, I+ne 36, and farm partnerships, Schedule K-1 (Form 1065;, line 15a ..... .......... .. 1 2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), line 15a (other than farming); and Schedule K•1 (Form 1065-B), box 9. Ministers and members of religious orders, see instructions for amounts to report cn this 1rne. See instructions for other income to report ... 2 19 , O1 S . 3 Comb'ne lines 1 and 2 .. ... ...... .. 3 19 , 015 . 4 Net earnings from self-employment, f`~lulUply Ilne 3 by °2.35% (.9235). If less than $::400, do not file this schedule; you do not owe self-employment tax .. ~ 4 17 , 560 . 5 Self-ernployment tax. If the amount on I+ne 4 is: • $87,000 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 55. th l t E ° 5 2 , 687 ' n er e t. /0 (.029). Then, add $10,788.00 to the resu • More than $87,000, multiply Ilne 4 by 2.9 total here and on Form 1040, line 55. _ 6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.5). Enter the result here and on Form 1040, Imo 28 ............ ~ 6 ~ 1 , 344. BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule SE (Form 1040} 2043 FDIAl101 10/07/03 REV-1508 EX + ;6-98) SCHEDULE E COMMON'/VEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. IN RF6 DENTED ~ DENTRN PERSONAL PROPERTY ESTATE OF FILE NUMBER Geraldine L. Joyce 21 07 1095 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Commerce Bank, 3801 Paxton St., Harrisburg, PA 17111 26,654.85 Business Checking (See Schedule E, Exhibit 1) Richard Eppinger, 2559 Tiffany Lane, Harrisburg, PA 17112 Purchase of 2003 Honda Civic 2. (See Schedule E, Exhibit 2) 10,300.00 Mumma Jewelry Store, 34 West Main St., Mechanicsburg, PA 17055 3. Value of Pocket Watch and Diamond Ring 410.00 (See Schedule E, Exhibit 3) 4. William Parker National Planning Corp., 4200 Crums Mill Rd., Harrisburg, PA 17112 3,538.92 Account #4NP779818 -Brokerage Money Market (See Schedule E, Exhibit 4) Haar's Inc., 185 Logan Road, Dillsburg, PA 17019 5. Auction of Personal Belongings 206.90 (See Schedule E, Exhibit 5) 6. United States Treasury 836.00 Tax Refund (See Schedule E, Exhibit 6) United States Treasury 2008 Economic Stimulus Payment 7. (See Schedule E, Exhibit 7) 600.00 Corporate Benefit Services of America, Minneapolis, MN 8. Reimbursement of Premium 99.60 (See Schedule E, Exhibit 8) 9. Highmark 355.81 Premium Refund (See Schedule E, Exhibit 9) York Waste Disposal, 3730 Sandhurst Dr., York, PA 17406 Refund 10. (See Schedule E, Exhibit 10) 213.75 Commonwealth of PA, Department of Treasury 11. Tax Refund (See Schedule E, Exhibit 11) 220.00 TOTAL (Also enter on line 5, Recapitulation) I $ 55 740 84 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Geraldine L. Joyce Decedent's Name Page 1 21 07 1095 File Number Schedule E -Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 12. United States Treasury 5.01 Tax Refund from 2006 Taxes (See Schedule E, Exhibit 12) 1953 MG Convertible 13. (See Schedule E, Exhibit 13) 12,300.00 SUBTOTAL SCHEDULE E 12,305.01 GRAND TOTAL SCHEDULE E $ 55, 740.84 December 13, 2007 Theresa L. Shade Wix Wix, Wenger & Weidner 4705 Duke Street Harrisburg, PA 17109-3041 RE: Estate of: Geraldine L. Joyce Tax Identification Number: 040-22-0943 Date of Death: November 12, 2007 To Whom It May Concern: Commerce CBank This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Personal checking Account Number: 536720378 Date Opened: July 14, 2004 Primary Owner: Geraldine L. Joyce Secondary Owner: Kathy L. Joyce Date of Death Balance: $31,280.81 Accrued Interest: $.64 Principal Balance: $31,280.17 Account Type: Business checking Account Number: 536982671 Date Opened: August 25, 2005 Account Title: Geraldine Joyce dba Just Clogs Authorized Signers: Kathy L. Joyce, Lorri Bass Date of Death Balance: $26,654.85 Accrued Interest: N/A Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, /~ %-> tit' ~U~! r~. Cindy Shultz Commerce Bank /Harrisburg, N.A. PO Box 4999 Research Associate/Deposit Services 3801 Paxton Street Commerce Bank Harrisburg, PA 17111-0999 commercepc.com Schedule E, Exhibit 1 r ~- ~ ',. K!' N c ~ ,' $ ~ ,~„ '~ ~,, ~ ~. ~~: W '; ,: ,~~: 6 ~ ~ ~ ~~~: ~1 '~~: ~~ ~ V --, ; ~ ~'i ~i,~ ~ ~~-~, ~ ti ` ~ '1 I O ~:, ~ '~ O ~. ~ ~ 1 ~~~ ~ ~I I o W Z N ate' w0. r,. ~ 04~ aYN V~Q (~NS s ;~. ~' ~1 s o ';~ ~ ~`~sl ~ ''~ ~ ~ ''f ', n? rn .-. ~ ~. ~" ~~ = ~ S~h~dule E, Exhibit 2 ,;~ _CERTIFICATE:OF TITLE FOR A VEHICLE ~ ~"> ~ ; ~ , • -' .__._ _ ~~ .: - . _ .. :: ~ fl52~t49999DD3341~-DDb . ~HG~S~6593HbD44~3 ~ 2DE13 Ht]NOA 59~],6~65603- Jfl - VEHICLE fOENT7FfCAT:ON NUMBER YEAR MAKE OF VEHICLE ~ TfRE NUMBER _Sflt~ ~ ' D I ~ ~ 1D~~BlQ3~ ..~Il>0~2~ ~. _ II BOD f TYPE :.; . -s DUP SEAT CAP PRIOR TITLE STATE CCOh7. PROCD. DATE OD~,M. MILES OOOM. STATUS _ ~ ~ ~ DATE PA TIT.ED DATE OF ISSUE UNLADEN WErG~ I GVWR ~ GCWR TITLE BRANDS ~ _ ... OCCMETER STATUS - 0 ~ ACTUAL MILEAGE - H t .MILEAGE EXCEEDS THE MECHAlt1CAL n ERB L!MlTS . - 2 =NOT Tiff ACTI.UL MILEAf,E .;~ . ,^ 3 . NOT THE ACTUAL MILEAGE-0DOMETER TAMPERING VERIFIED - I r / ~ ~ ~ ~ ~• 1 • EXEMPT FROM OCOMETER DiSCLDSURE - REGISTERED OWNER(S) ~}x1 .. ; _ ~i _ ~ f ~4 ~~ , TRLE BRANDS A : AhT10VE YEh11CL - C ~ ~ p ~ r A# ~/ f -__.-i _~ Q i C ~ I~Dc~ hirttttPtf ur It.~r sp ~je hNe ' E.Y. t;~~ ~ ~y->vli~~ i Y ~ E D ~ COILCTIBIE VEHICIE . _. --. , . x - -`_ , . _. _-.--- -_.- ::._....`__ _.: ,. •~ 39U5 RID6EtAN0 SL';rfl _ _ - F BOUT OF COUNTRY , _ ~ y /~ ^ r ' ~ • Ir{ ~ C HA N ~ C ~ B U ~ G T A ~ 7 ~ J Q ~ D+STRiaLTCN R AGRICULTURAL VEHICLE L = LOGGING VEH;CLE P . I&WAS A POLICE VEHICLE - I~ R • RECONSTRUCTED I , ~ ~ - S ~ STREET ROD ~ .RECOVERED THEr7 JEHIC!£ _ V • VEHICLE COKTALVS REISSUED Yla+ '. FIRST LIEN FAVOH OF: SECOND UEN FAVOR OF: W a FLOOD VEHICLE X ` t&`NAS A TAXI I _. If a second tienheider is I"steel upon satx'anion of Ne first lien, the (Irst ~ Genhotder must forward this Ta le [o the Bureau rN Motor Venicles watt the appropriate icrrn and fee. fIR5T LIEN RELEASED ' _ DATE ' BY SECOND LIEN AELEAS'cD ' _ _ AUTHORIZED REPRESENTATIVE DATE MAILING ADDRESS ' ~ By ~ • - - - Alf(HORIZED REPRESENTATNE ti~RAtDIME t J©YCE '39Q5 RIflG~tAND BLVD MEGHANICS!iURG PA ~?D5D . _ , 3 I - ~ ~ -I ,_.; _ .s~ ~ o~_~„Q~>~De,t` aL~.EN D SIEHLER W TranspertaCOn ra!!ect Nat the personls) cr company named herein ~s Ne !aw1ll1 owner ~~ • of Ne said vehicle. Secretary OF Traasportatiwl - ~' SUBSCRIBED AND SWORN ) ff a co-purchaser other than your spouse is fisted and you warts tt18 title tp -~ To BEFORE ME: ~ be listed as `Joint Tenants With Right o} Survivorship' (On death Di one ' oaY YEAP owner, title. goes to surviving owner.) CHECK HERE ~. OUtenvLSe, the tale I ^,>N wilt he Issued as 'Tenants in Common' (On death of one owner, interest of . I ,~~ deceased owner goes to hisfher heirs or estate). N • SIGNATJRE OF PEPSON ADMNaSTEALYG GATH - - 1ST LIEN DATE - • IF NO LIEN, CHECK ~ I - . ~ iST LIENHOLDER ... . . STREET _ ._ CfTY - S7ATE Zip - N ~ - - IF THIS IS AN ELT; CHECK HERE ^ FlNANCIAL NOTE: FIN REWIRED ` INSTITiI'i1pN NO. ~ W _ .. 2N0 UEN DATE: • IF NO LJEN CHECK ~~ ~ -`~ ` m. ,.,eew^~ rr~ ~.. wP~+m s. c.acar a Tas m x. wrn a.amsd _ , . _ .. - ` ew.., wgec! n s,. erc„rbr~ a,a adw ~ cm~n .w+asl Mn. . 2ND LlENHOLLTER ^ , V 1 STREET _ O ,910fMTUHE OF kPPLKANr OR AUTkCPoLD SrGr.ER - ' ^ - • . ~ CRY - .STATE SDP J ~ `hX. ~ ~ ~ - -. 1F THt$ S AN ELT. CHECK HERE ^ FINANCIAL * - ~.. \i/ Fir .' - 3gNATUPE OF CON'PIJfW![l7rrLF OE AViIgRRED alf?NER _ NOTE FVd REIX/tRED NJBTRtliION NO - •; f,~d M'u rat r~`~ s 6LVE[J>G1~/ ~t'O'cE 34 WEST MA{N STREET MECHANICSBURG. PA 17055 At't'KAISAL Phone: 717-766-9422 At't'KAIJAL Appraisal for: Estate of Geraldine Joyce 115 Church Road, Lewisberry, PA 12!3/2007 l .) Man's open-face pocket watch. The watch has 15 jewels and the case is gold-filled. The watch was made in approximately 1917. Estate value: $60.00 2.) Man's diamond ring. The ring consists of a round diamond of older cut, measuring approximately .70 points inset into a yellow gold mounting. The ring shows considerable wear. Estate value: $350.00 This appraisal constitutes our carefully studied opinion of D the retail replacement cost through our facilities 01 the distress sales nature value of the article(s) described above insofar as the mounting(s) have permitted observation. We assume no liability with respect to any action that may betaken on the basis of this appraisal. _.~ -~ , Appraiser Schedule E, Exhibit 3 Holdin4s by Investor Geraldine L Joyce William Parker Combined Account Portfolio 3905 Ridgeland Bivd National Planning Corp Date: 11/12/2007 Mechanicsburg, PA 17050 4200 Crums Mill Rd Created: 11/21/2007 2nd Floor Harrisburg, PA 17112 717-541-1000 Acct Name: GERALDINE L JOYCE 3905 RIDGELAND BLVD MECHANICSBURG PA 17050 Acct No: OOT06410617 Acct Type: UNKNOWN ACCOUNT TYPE Asset Name Ticker Asset Type Mgt. Name Quantity Price($) Value(S) FTE FRANKLIN INCOME NON-CLASSIFIED GENWORTH 4,895.04 11.60 56,798.68 SECURITIES FINANCIAL GEI TOTAL RETURN -CLASS 3 NON-CLASSIFIED GENWORTH 5,011.10 11.31 56,661.72 FINANCIAL Account Total: $113,460.40 Acct Name: GERALDINE L. JOYCE 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 Acct No: 4NP779818 Acct Type: Individual Asset Name __ Ticker Asset Type Mgt. Name 4uantity Price($) Value(S) BROKERAGE MONEY MARKET CASH OR BROKERAGE 3,538.92 1.00 3,538.92 EQUIVALENTS MONEY MARKET FULTON FINL CORP PA COM FULT EQUITY 200.00 12.31 2,462.00, Account Total: $6,000.92 Acct Name: SEP FBO GERALDINE L JOYCE PERSHING LLC AS CUSTODIAN 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 Acct No: 4NS445755 Acct Type: Pershing LLC Retirement Account SEP/SARSEP Asset Name Ticker Asset Type Mgt. Name Quantity Price($) Value(S) BROKERAGE MONEY MARKET CASH OR BROKERAGE 12,887.04 1.00 12,887.04 EQUIVALENTS MONEY MARKET Account Total: $12,887.04 Investor Total: $353,646.21 Incompiete N presented without accompanying disclosure page Page 2 of 4 Schedule E, Exhibit 4 t- 3 ~ ~S 4 ^ ~ S .5 ... h~ { V YT~ O M . r ~ cho _ 1 tJ Yti ~ 7tlC ~. _ - ~~ `_~ -- ~, O Q ~i ~rh ~ ~ Q N ~ W Z w{ ~ C7 ~ et J m ~ ~ r m ~ v ~ .T. ' C1 Q d _.,~, '; ~. .`~~ V 'J ice`, ~ ~y\/~~ \, `~ J ,`J t "V~t f7~~ /}``~t ~~ ~ ;~~ _\ ^ 1'1.7 ;ti l O ~O rv .. ~~ ~, >n r. r13 ;; ~ O -: rS1 ;_ ~ O _- ~. ._ N O a .->• 0 s W ~w ~00 Schedule E, Exhibit 5 ~a e : i ~-17--~~k~8 www. haars. cam Ht=1F~R' S AUCTTOC~! 717-~+~;:~-~i;~4~ Settlement: I.AI'HY JOYCE Page. Seller^: c_7~ `7~ REESEFt RU CAME=' HILL. F'A 17~ 1 1 1 Item Description Price city Total - Ftiike 1 4. ~O - Rake 1 1 . ~~+ - Wicker strand 1 ~, ~~~ - Ualet i 4~ti. c5~4'~ - ~annw shovel 1 y., k~~ _ Hall 1 4'i. r5~~t'~ - -at ie 1 k~. `5ki~ - Clothe=__ r~ac~k 1 r~i.;~Ok~~ - Wicker shelf-gas StOVe 1 1. ~~i - Sewing macl7ine :l 'a, ~~ - Step ladder~ 1 ~.~ i~~5 - Hed frame '1 1 7 . ~4~ - Peacock 1 ; . ~i~ti - Coffee table 1 1~. ~'~~~ - Table-chair^s 1 1~. - Fir^e irons 1 1. ~k ~- Chest of drawers 1 ~;~, ~~ti - R~-~g 1 1~. ~k~ - Hook r^ack 1. ~~~~ ;~ ~:, ~~~'~ - hr{arble +,op table 1 '~ . ~i~ - Oa.k bed 1 ~,~p ~^~~i ~- Lamp table 1 k1. LS~k~ -- R ~-i g 1 S~ . +~'~+~~ -- E'•ed frame 1 F , Items: ~F Amo~_~nt a <<~`. cS Commission a.t ~+~. ~c'~~i~;, FUEL SURCHARGE www. h.~a~~-~__.. cam ~:~'~P - . ~° L~ HAAR' S AUCTIOI'd f_4 ~ . +:._1 it71 Less a d. 7~-~ s ~_ m e n .~ s a --'~ ti . S 4'~ hdet d~_~e to ~ell~~r-d 1~~.3~ l o ~31 $3.~s' 717-4.' ~:~-~i<<4E ~ ~ ~ / ~~~j s I3at e : 1 i~-~ 1-2~i~Li www. h:tars. com FIARUY' S AUCTTGPd sett 1 emenj_ F:AI`HY JOYCE Gellero ~:7~ E7~Z~ F;EESER FtD Ct~t=1F' HILL F`p 17~ 1 1 Item Description - Jewelry box contents - 54v_a.n dish - Decoy - Box books -- t~lai 1 bag - Box lamp globe=_ - Tea service - Cookie c+_ttter~__ -- Dresser^ box -- Co~Jered disl-~ -' Roaster -- Ir•J o k - Wooden b+_tcket -- Game - Ir^on kettle .._ Box lot -~ Umbrella '- Tln box, Ct]Titent'= _ T^y -- Candle kit - Utensils -- F'ir_k +_tp stick=_ - Box lot -- Box lot - Tobacco .jars - Box lot -- Cowden cr^ock, as i s - Trey loi_ - Oil light .- Tln _ Bowl - Pennies - Lantern - Bowls. - p':itcher^ - Decoy -- J+_tdy garland item= -- Ur^esser box - Football progr~am - E+ox lot -- Drawing knife - Phones - Jewelr^y lot - Wooden bex - h'lonkey wr^ench 717-4,=;`-_E+L:4L, F'.~gE . F'r^ice ~?ty Total 1 ~. ~~ 1 ~.Sk~+~ 1 ?, . k~ ~~ 1 4~~. c:S~~+Z+ 1 Vii. `5+~~ 1 ~ . 54'~ ~'~ ~+ 1 ~. ~5+~~ 1 i . ~5 1 1. ~..~ 1 1 . 7 1 1. ~~ ~'~ 1 7. +~~~ 1 ~. `O~~ 1 1.~~ 1 1. ~~ 1 ~.1, ,~~,~~ 1 ~r . ~+~+ 1 L:. ~'~sf5 1 1. ~~ 1 ~~ ~c~~ 1 11, ~~~ 1 7. 1 ~, . 5~'+ 1 7 . ~~ ~ 1 ~.5~ 1 1, 5~ 1 7. ~+ 1 E. k~~ 1 1 . ~~ ~'+ 1 ~+. ~5~~ 1 7. ~~ 1 ~Z~. `J ~~ 1 J• ~~ 1 `. tc'~~t 1 1 . ~+~ 1 ~~. t J~~+ 1 7. ~k~ 1 ~Z~. ~S~O 1 c . J+Zt 1 1. ~~ 1 ~+.5@~~ www. ha.ars. cam HARDY' S AUCTIOt~d 7'1 r-4.-~`--8~4E~ Settlement KATHY Ju'YCE Page: 5e11er^: ~i~ ~7~1 REESEFt RD CHt*1p' H T LL F'~i 17~ 1 1 Ttem Descr^iption F`r^ice G?ty Tote.l - Tin of sewing items 1 ,.+ilQl - Utensils 1 i.k'~I - Tr^ay lot 1 1. sz~~ ~-- Cream and s~_~gar- 1 ky. c~~IZI -- Handled glass tr-a~y 1 ~'I. ~ktilZl - Bor. of ma.rblE==_ 1 ~, ~I~c'I _.. V a s e 1 IZI . (J I~ -. Vase tat 1 k~. Jk~~Ikl -- ~-~ a t, V e l l 1 y~I . ,_ ~ IEI kt -- Lir^d f=eeder- i ~. c~t~~ - Clock 1 kl. ~;kl~5~ti -- Gla=_s compote 1 1. CIS - Glassware lot 1 QI. ~4'.I~~ - Clock 1 ~. cCk'14~ ~.- Ctlesty COntei'1t5 ], _,„ ~tLl -- L-+a k i n g dishes 1 ~, . ~,?~~I °_ Cppk.trooks 1 ~:1.;_~~I~~ -- I"~sawl lot 1 k:i. ~~~~ - Coff=eepot 1 ~'~. ~~"IQII~ - Tray lot 1 ~, ~~IZI~I -- Vase 1 of 1 ~. ~IC~ - Box lot - dishes - p~_~nch 1 +~+.`S~I~ bawl - Wooden bex - 1 4~. LS~c'~~ - Window tr^eatments _ gas ca.n 1 ~I. r51~~ •- r~ox lot - bread anai{er ~-- 1 ~~. `5~11~1 basket - c~_~tt ing boar~ds - Lox lot - Chri=tma= - taox 1 ~. ~5~k lot - glassware - h~ox. lot - L~_iggage 1 i. ~~~ - Box 101: -~ wreathes -- pets - 1 1, ~I>~ pans - Lax. 1 of - pi l L aws 1 4:1. ~'S~~"~ - Box lot -- Christmas 1 ~:ti. ~~~~ -- Lax 1 of - placemat s - box 1 >LI. c5~1~ lot - tools •- Lox lot -° Christmas 1 .k~~ Items: Ell Amo~_int: 1~3`3.cC Commission at 4~.+Z~~~`i. ~ ~. "T~ZI Less adj~_istments: -:=,5.7~ Met d~_~e to Geller: Elm. ~~ a =~~''~- x O .o ~.i' U't .t ~n a o O a 'r:: ~ O ~ ~ ~ ~I N ~ .~ `~ w O ~s! I a M ~' N u, °~ ~ w L ~ r X '~ a M.-i: Pn '~ ~ O h U ?- do ~ p :~ ~ c G1 V ~ ~ O L W ~. Z '`~ ~ Y N O o f ~ "' 5 1..~ r ~ j ~~ i O ~: ~'. O cn _. O - = a x r~ .= -r, W ~-+_, N F- .,.r ~ O O za= a ~ H O _ v O cn O ..: a nr- O O -= Q N .... W J u':i~ c.?Ct1Q N .,: ~ 4 a 1`~- ~ N ~ W--~J~ ~ ~ v u100 r- ,,,; ~- W ~ ~' 00 M OZaU O ~ -~HHH O~ ~ [~ ~ Z r~ a O M ~. _¢~_ N - h~OU r, - ¢WO~W O !„ ~Lt7M~ w 0 M swae~ T b k~ A C 4 ~ a ,, A Y rarnM.^ d ~~ ~~ Y . `. ~,~ "' 0~9VS« i.. Ot9$ZO . , a.. r r O J 0 O ru o- c9 rf1 ^~ CO a O C] O D D Rf ti Schedule E, Exhibit 6 ._- - _ _ ~ai- + 1-,_,r_+~+ ~ ..~ .p W ~iy~;: r~;al O ~ 'x' 'L 44" J~,~ Z' t~t~ H 'K ¢ o'II1~` `~ 1;'_' 'd M Y to ~~ i~~ - , N ~ '~ 5 =i~~'t+'+~ i~~~~j~iV; r ~ ..- O ..T ~ ~ r p ~ N ~ ~ ~ ~ H~ ~ ~ ~ ~ ~' lS N ~ Q "~ O Y tJ't O ~' ~ •~+ ~ O W Q •o ~ ~ s ° ~~ °' ~ 0- ~ ra r ~ ~ ~ r ~u ~;iv ~! ~ Q~ N CQ r.. °° 1 v >y m s -st ~` ..;,yW~~ z O ;~ ~ q Z '+~ ~ tT ~ J Q o ~ c' M- SQ~r~j c°u d N ' ~~'nr~ft~ • w chedu~e Er EXhiblt ~ S CORPORATE BENEFIT The padlcck icon is printed with ink that responds to warmth. Breathe on it, the image will fade and reacpear. C R SERVICES OF AMERICA, INC. CHECK NO. 2401 "-Zi9'o US Bank 5 ~ 400 Highway 169 South, Suite 800 Po sox sa~s9 Minneapolis, MN 55426-1141 ST PAUL, MN 55164 1952)546-0062 FAX (952)541-1572 DATE 12-14-07 ** NINETY NINE DOLLARS & SIXTY CENTS ** PAY TO THE GERALDINE L JOYCE ORDER OF: 3905 RIDGELAND BLVD MECHANICSBURG PA 17050 $*******99.60 V010 AFTER 90 DAYS _ / ii' 240 Lii' x:09 L0000 2 2~: L047?4 240 L05i1' PLEASE FOLD AND TEAR ALONG LINE CORPORATE BENEFIT C g SERVICES OF AMERICA, INC. CHECK NO. 2401 5 ~ 400 Highway 169 South, Suite 800 Minneapolis, MN 5 5426-1 1 41 DATE 12-14-07 (952)546-0062 FAX (952)541-1572 REIMBURSEMENT OF PREMIUM FOR GERALDINE L JOYCE, FILE #w9085 AFTER TERM DATE OF 11-1-07. Schedule E, Exhibit 8 CA _ ~ M ~, dJ ~ r" fi, p :~ ~~ 1 ,'~~ ~ i _:~ ~ ~~ :.: .. ,~ '9 ';~ ~1 f o T :-- s ,~~s y~ ~~-~ ~~_"., x~ ~' ~ ~~ ~~v~ d, a O Q cD r,.i x O n-~ cD 0 ~ .. '" Q ~ ' m U ~ ~ ~ p O rS1 h c- ~ ~ ~ ~ 2 ~ r O c~ t E-+ Q r., Q H ~,a~ w a \1 ® ~ w ~ Q a ~~., ~ ~ ~ ~ ~ w~ ,^ ~ U ~ W ~ o ~ '~ ~ ~` ~ ~ W W ~~ N H~ ~ .il '~ r = o '~ a. '" ~ 'i ~ N a ~ a .~ r~ • ~ ¢, Q ~~ m m O ~hedule E- EXhybit 9 S w o r ~ ra rt m M O Z M r tin M N d' i T dl m Z 0 -a m 7 a ~` CO M N ~" r F, N O z ~ r ~ ~ r o ~-- a pp try O Z w G~ o a °- a ~ q o ~- o 2 p a } C} 2 ~ N 4 F ~ Q ~~ ~ / W ~b Q p LL Q i ~ ]C 4 Z r O o ~ , a m ~ ; , a ; ,_ ,. Z , Z q ..i q N ~ - NM1a • a , p .r ~ Q" ~ D (f) ZY Z w 4 obi' ~- 3 ~ a 3 0 ~c r " o T p o 4~ ~' ~- ~ r r o Z Q a4. w ~ v~ ~ 4=.. 7' ~ O N J "', W w = = ~ CL ~ ~~yv 0 W _ >- a ` ' C p tr u- ~'~O O ti r Lt1 C" R.t r'fl ,w O cU N ru .a ..~ cD 0 O N r. O .s .~ ch~dule E- gxhibit 10 S ----- - -: oo - o a ~ ~ N ~ ~ O W Y ~° N ~ ~ ~ n \ < ~ OG * .K ~ p LL. yy T M / 4 .11 Q ~ p ~ _ ~ ~% N7~ ~ ,S' ~ r c9, ~ ~'~~ - `J~ - ~_ ~ ~ ~ ^ Q Q . - ~ _,. - _ , ~ ~ \ _..1 l 7 1 ^ Vi ~' - ~, ~ ,~..~ ; , ~ F. Wit. ~ ~~ yt'. O G'. _ Q :~ ~ ~ ~ J~ . - O v ~I,.. ~, ~ a : ~~ w. ' r 7 1 LI.1 ~ ~ ~„' ~ o ~ ~` a ~~ _.. t. ~ N G,k a ' ~~ ~ ~ ~ Q ,; ° ° Q a o ~ ~c°-Z , O _ ~ I ~ y ao~ o „ g 4 - C ~ 7 J :.1 .~ c ass~zo O N Z upi ~ p ll.. r ~ a w° w~~i v~,m~ ~~ ooZm ~g~ o~Qz ~ ;ai Q ~V Z p W ~ O M ~ ~ ~, ;-.~1 C" ~JJ I' l„' Y ' •• 1 ti n~ 1 .-~ O r'ft O r a O .-. r '4~ ~. ~e Schedule E, Exhibit 11 _~- h ~ ~% 1(1 lL U1 Q. W ~ ~ ~ ~ o ~ .k Z M X ~ ~ t,n ¢ -k F- ~ U pp b9 O M Q ~O N J ~ H = N ~D 0. c-1` V I.C1 ~ ~ ~ . ~ ~ p lf1 ¢ p ~~ ~ ~ X M , ~ N W H _ c-' h N p c' • O = O ~ Z 0~ ~^ u~ c-~ H N O to O o r- ~0~= ~ Q N = WJ i o b >- 0.. i~ = O O 3 to -= -~ Z t9 ;,~ ~O O~ = Q ~' i. ~r+ M W~ J J O ~O W m 00 u1 _ Z ~ U O ~ HHH oo = naZ .~. ~ u, o ...~ ~.r/ N M ~ ~C to ~ N -.= CCOC1 ~~ .y' W Q~ W Y~.'«-t O C7 M ~ o o ~ f ~ s ~ p g ~ ~~~ . #;c' ~ ~ u r x.+ ~ } W 2 O Y `o 2 0 F- N w a W 2 H N P 1 J r~ N ~" c.D cD rf7 111 ~~ CI1 a u1 O O 0 ~' Schedule E, Exhibit 12 / ; Summary Used NAD~ i~. ;~ GUIDES Bert+tP~3. Yehiclc Pricing & Information Collectible Car 1953 MG Mark II TD 2 Door Roadster PRICING Original MSRP: $2,360 Low _Reta Base Price $12,300 TOTAL PRICE $12,300 $19,000 $19,000* 11127/2007 High Retail. $26,100 $26,100 Low Retail Value This vehicle would be in mechanically functional condition, needing only minor reconditioning. The exterior paint, trim, and interior would show normal wear, needing only minor reconditioning. May also be a deteriorated restoration or a very poor amateur restoration. Most usable "as-is". Some of the vehicles in this publication could be considered "Daily Drivers" and are not valued as a classic vehicle. When determining a value for a daily driver, it is recommended that the subscriber use the low retail value. Note: This value does not represent a "parts car". Average Retail Value This vehicle would be in good condition overall. It could be an older restoration or a well- maintained original vehicle. Completely operable. The exterior paint, trim, and mechanics are presentable and serviceable inside and out. A "20-footer". High Retail Value This vehicle would be in excellent condition overall. It could be a completely restored or an extremely well maintained original vehicle showing very minimal wear. The exterior paint, trim, and mechanics are not in need of reconditioning. The interior would be in excellent condition. Note: This value does not represent a "100 Point" or "# 1" vehicle *. * "100 Point" or "# 1" vehicle is not driven. It would generally be in a museum or transported in an enclosed trailer to concourse }udging and car shows. This type of car would be stored in aclimate-regulated facility. ~ t- Autr~Irader ` * ~`. ~ 4 ~ Thn piruyrtrr Ulnae 1u buY tlr~d s ~ nUV. ~ ~~+ ~. ~ ~; i ..yy ~ t .w i } ~~~' - t<~Cvpyr'ight 2007 NADAguides.com. All Rights FZ~~s~~w'~1 ,c)NAUASC 2007. All Rights Reserved. Schedule E, Exhibit 13 Average Retail Value Page 1 of http:J/www.nadaguides.com/print.aspx?LI=1-22-1-5014-710-733-50314&1=1 &w=21 &p=1 &f=5103&m=13~_ _. 11 /27/n ; DEPARTMENT OFTRANSPORTATiON CERT1FtCATE OF_T1TLE FOR A`VEHICLE 1075 91357530b000078-001 252172731 ~ 53 IMO I32Q44550001 30 - VEHICLE IDENTIFK:ATIQN NUMBER - - YEAH MAKE OF VEHICLE ~ f ITfTLnE NUMBER C 0 NBODV TYPE I D! P ~ SEAT cAP I UNLACEN WEIGHT I GvwR ~ GCWR 1 n TITLE HRAVDS ],2/23/91 ( 12/23/91 ~ ~ 12/23/91 1062000. ( 0 DATE PA TITLED DATE OF ISSUE PRIOR TITLE STATE ODOM. PROCD. DATE -- ODOM. MILES DOOM. STATUS ~~ ODOMETER STATUS _ 0 -ACTUAL Ma.EAGE .vY~~ 1 MREAG£ EXCEEDS THE MECHANICAL S Gvr..l '`~iN~ :w:G'~:e!'.S'~L';x:~tLS~:FSS'.'SLT,["~F.'a-..^~,JSfAG:.~it~::A'~~r. _`*:^-: i:e~'.TwNXiY.~Kv'vF-`tea"i" .':s~,.'~C...' ~~ 2 . HOT THE ACTlf~ Mtl.EAGE - 3 _ NOT THE ACTUAL+~YLF~tC'>E . ODOMETEA tAMPERMIG VERiFi~. A C T U A L MILEAGE . a EXEMPT 11~OLI CCC4EYER :+ISCLOSR:FE REGlSTE~ED OWNERS) TITLE 9RA;VOS '# A _ ANTKrilE VEHICLE °- R A Y ~t O N D L JOYCE .J R C.- CLASSIC V'HICL< r, ~ `1 U~ K i i~lY t= L A iti ll~ L V ll a- GaIGINAtLr Mz/oD. FCR HOSFU s t M E C H A IV I G S B l1 R G P A 17 0 5 5 DISTgIBUT1Ok H. AGAICU4URAL VEHfCt~:' ~~ L - LOGGBJG VEHICLE ~t 1 - P = FpRMERLYA9p1~`~iEHICLE $ _ R . ~CONSTPUCTEi. sy;. .~ S =STREET F.CO' "~ 5] V = VEHiCIE CONTA1tig AFi53JEA VIN x % - WRMCRI;t A iA%t' FIRST LI~J FAVOR OG.. SEC:NVD l1E`1 FAVOH pP: s. `a `~.:.8 If a second Iienhoider is listed, upon satisfaction of the firs} tier, the tire[ ` -. ~ NenhGder must forward this Title to the Bureau of Motor Vohrctes wi8~¢ie FIRST LIF,~t RELEASED appropriate form and fee. DATE , f '' ~~' BV ~ - SECOND LIEN RELEASED °"= L AUTHORIZED RE-RESENTATIVE p,~TF 167.:kX':'3Stl%'c':'tl,~.Yi9Gi.:'?~'..~5?',9Rp^?".._ "ti[;>•,,:+.S+kF'.P-.^34PiY'•',~C~Y.i.Xa~:iNYaffi 3'~{f:."2'^a°,.?.a'v''. s.~'Ps"9i ~:) MAWPiG ADDRESS 6V Q 5 (+ {~ fl i,, AUTHORIZED REPRESENTATNE RAYMOND L JOYCE JuR 3905 RIDGELAND BLVD McCtiANICSBURG PA 17055 "r. l x _: LtertiN anti the dazeDf Issue_.ths_Qf5cii31S~~rCS_af.the_eenrvsvlv~n~~eyar~aert of __ --- -- - - - - -- _- _ _ ' Transportation reflect that the person(s) u.company named herein Ls the tawf6J owner - _ _ 1 - of the said venide. Secretary of Tratssportation i i. S ~ • ' 1 ~ • 1 . . . ~. . . .. r r -~.-- SUBSCRIBED AND SWORN - .. - When applying for lies Mth a co-owner. other than your grouse. ehecK ane of ~. these Wocks 9 no 61ack ie Ohacked, tithe wlp pe Fgwed as TenanlE in Common". ~ 70 BEFORE ME: ~. OAr - rE'nn A ~ .ICint Tenarro sAth fBght of Sunivorahp (an death or one clvner, title goes to the surviving owner). ~> ~'. I B ^ Tenants in Gammon (on death of one cwner, Interest of deceasee cwnar - I goes to his ar her hairs ar estate). SIGNATURE of PERSON AO~eMi.47ERaVG OATH UEN IF ND UEN ^ j - - DATE: - CHECK BOX M' FRST LIENHOLDER:. - w SIGN IN PRESENCE QF A N07kRY ~~* I STATE ZIP '~ O I . , UEN IF NO UEN O . ,~ .The undanitg6ed hereby nwkea ePVtitadim for Certificate-oi True b dIe vehKle described DATE: - CHECK BOX u abws. sugect n the erwunbr~s and sew bgY iMktu set IaM nsro. - SECOND UENIiOLDER: - '~ 1"~ ;' - .. NAME ~ _. '..- W ~ _ _ W ~~ s+rwAn~ of APPLKS1Ni On AUTHORIZED taeHtT _ - W ~ y I O - . '. - ~: ~ .._ ~; - STATE _.. i, - ZIP - t~TaFK`tDiPPfC~VI1TTrEKA1frNOfe411 f1elEF - REV-1509 EX + (6-98) COMMONWcALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Geraldine L. Joyce 21 07 1095 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVIIJG JOINT TENANT(S) NAME A. Kathy L. Joyce B c JOINTLY-OWNED PROPERTY: 270 Reeser Road Camp Hill, PA 17011 ADDRESS TIONSHIP TO DECEDENT Daughter ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. Commerce Bank 31,280.81 50. 15,640.41 Personal Checking Account #536720378 (See Schedule F, Exhibit 1) TOTAL (Also enter on line 6, Recapitulation) I $ 15.640.41 (If more space is needed, insert additional sheets of the same size) December 13, 2007 Theresa L. Shade Wix Wix, Wenger & Weidner 4705 Duke Street Harrisburg, PA 17109-3041 RE: Estate of: Geraldine L. Joyce Tax Identification Number: 040-22-0943 Date of Death: November 12, 2007 To Whom It May Concern: Commerce CBank This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Personal checking Account Number: 536720378 Date Opened: July 14, 2004 Primary Owner: Geraldine L. Joyce Secondary Owner: Kathy L. Joyce Date of Death Balance: $31,280.81 Accrued Interest: $.64 Principal Balance: $31,280.17 Account Type: Business checking Account Number: 536982671 Date Opened: August 25, 2005 Account Title: Geraldine Joyce dba Just Clogs Authorized Signers: Kathy L. Joyce, Lorri Bass Date of Death Balance: $26,654.85 Accrued (nterest: N/A Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, ~~ +' ' (_--sue -~ ~~ tJ~c,,;'rJ Cindy ShUItZ Commerce Bank / HaPO Box 999 Research Associate/Deposit Services 3801 Paxton Street Commerce Bank Harrisburg, PA 17111-0999 commercepc.com Schedule F, Exhibit 1 REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INFiERITANCE TAX RETURN iRESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER Geraldine L. Joyce 21 07 1095 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. ITEM NUMBER DESCRIPTION OF PROPERTY wG1uDETHENAMEOFrHETRANSFEREE. fHEIRRELATIONSHIPTODECEDENTAND THE DATE OF TRANSFER. ATTACHACCPYOFTHEDEEDFDRREPLESTAIE DATE OF DEATH VALUE OF ASSET' %OF DECD'S INTEREST EXCLUSION (IFAPPLICAB~E) TAXABLE VALUE 1. William Parker National Planning Corp. 194,460.34 100. 194,460.34 4X10 Crums Mill Road, Harrisburg, PA 17112 Annuity-Account #OOT06406257 (See Schedule G, Exhibit 1) William Parker National Planning Corp. 2. 4200 Crums Mill Road, Harrisburg, PA 17112 113,460.40 100. 113,460.40 Annuity-Account #OOT06410617 (See Schedule G, Exhibit 2) William Parker National Planning Corp. 4200 Crums Mill Road, Harrisburg, PA 17112 3 Annuity-Account 4NS445755 12,887.04 100. 12,887.04 (See Schedule G, Exhibit 2) 4. Erie Insurance 6,423.73 100. 6,423.73 Annuity -Policy Number 0005470780 (See Schedule G, Exhibit 3) Erie lnsurance Annuity -Policy Number 0005582590 5. (See Schedule G, Exhibit 4} 6,326.36 100. 6,326.36 TOTAL (Also enter on line 7 Recapitulation) I $ 333 557 87 (If more space is needed, insert additional sheets of the same size) Holdings by Investor Geraldine L Joyce 3905 Ridgeiand Blvd Mechanicsburg, PA 17050 Geraldine L Joyce Acct Name: Acct No: OOT06406257 Asset Name 'Ticker LEG VARIABLE CAPITAL &INC CL II William Parker Nations! Planning Corp 4200 Crums Mili Rd 2nd Floor Harrisburg, PA 17112 717-541-1000 Combined Account Portfolio Date: 11 /12/2007 Created: 11 /21 /2007 Acct Type: UNKNOWN ACCOUNT TYPE Asset Type Mgt. Name Quantity Price(S) Value(E) NON-CLASSIFIED GENWORTH 19,930.34 9.76 194,460.34 FINANCIAL Account Total: $194,460.34 Acct Name: Geraldine Joyce 3905 Ridgeland Blvd Acct No: 100737194 Acct Type: OTHER Asset Name Ticker Asset Type Mgt. Name Quantity Price(E) Value(S) ABN AMRO/RIVER ROAD DYNAMIC ARDEX EQUITY ABN AMRO 107.32 11.95 1,282.51 EQUITY FUND CLASS N FUNDS DIAMOND HILL LARGE-CAP FUND DHLAX EQUITY DIAMOND HILL 79.30 16.99 1,347.32 CLASS A FUNDS DODGE 8 COX INTERNATIONAL DODFX EQUITY DODGE 8 COX 45.18 47.51 2,146.36 STOCK FUNDS GATEWAY FUND GATEX EQUITY GATEWAY 48.69 28.24 1,374.95 FUNDS MARSICO GROWTH FO MGRIX EQUITY MARSICO 115.53 22.28 2,573.90 FUNDS SCHRODER MUNICIPAL BOND SMBIX FIXED INCOME SCHRODER 438.34 9.86 4,322.01 FUND INVESTOR SHARES FUNDS T. ROWE PRICE EQUITY INCOME PAFDX EQUITY T. ROWE PRICE 124.47 29.27 3,643.24 ADV T. ROWE PRICE MID-CAP GROWTH PAMCX EQUITY T. ROWS PRICE 13.87 60.73 842.08 ADV TAX-FREE SHORT-INTERMEDIATE PRFSX FIXED INCOME T. ROWE PRICE 618.79 5.33 3,298.13 THIRD AVENUE REAL ESTATE TAREX OTHER MANAGERS 21.83 32.66 713.07 VALUE FUND SURPAS VANGUARD MUN BD FD INC INTR VWIUX FIXED INCOME 166.16 13.13 2,181.63 TE ADMRL VANGUARD TAX EXEMPT MONEY VMSXX CASH OR 333.48 1.00 333.48 MARKET FUND EQUIVALENTS VICTORY DIVERSIFIED STOCK SRVEX EQUITY VICTORY 72.02 19.56 1,408.73 FUND CLASS A FUNDS WELLS FGO AVTG SHT-TM MUNI STSMX FIXED INCOME WELLS FARGO 140.38 9.76 1,370.09 BND-iNV Account Total: $26,837.50 Incomplete 'rf presented without accompanying disclosure page Page 1 of 4 Schedule G, Exhibit 1 Holdings by Investor Geraldine L Joyce 3905 Ridgeland Blvd Mechanicsburg, PA 17050 William Parker National Planning Corp 4200 Crums Mill Rd 2nd Floor Harrisburg, PA 17112 717-541-1000 Combined Account Portfolio Date: 11 /12/2007 Created: 11121 /2007 Acct Name: GERALDINE L JOYCE 3905 RIDGELAND BLVD MECHANICSBURG PA 17050 Acct No: OOT06410617 Acct Type: UNKNOWN ACCOUNT TYPE Asset Name Ticker .Asset Type Mgt. Name Quantity Price(S) Value(E) FTE FRANKLIN INCOME NON-CLASSIFIED GENWORTH 4,895.04 11.60 56,798.68 SECURITIES FINANCIAL GEI TOTAL RETURN -CLASS 3 NON-CLASSIFIED GENWORTH 5,011.10 11.31 56,661.72 FINANCIAL Account Total: $113,460.40 Acct Name: GERALDINE L. JOYCE 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 Acct No: 4NP779818 Acct Type: Individual Asset Name Ticker Asset Type Mgt. Name Quantity Price(S) Value(S) BROKERAGE MONEY MARKET CASH OR BROKERAGE 3,538.92 1.00 3,538.92 EQUIVALENTS MONEY MARKET FUL.TON FINL CORP PA COM FULT EQUITY 200.00 12.31 2,462.00_ Account Total: $6,000.92 Acct Name: SEP FBO GERALDINE L JOYCE PERSHING LLC AS CUSTODIAN 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 Acct No: 4NS445755 Acct Type: Pershing LLC Retirement Account SEP/SARSEP Asset Name Ticker Asset Type .Mgt. Name Quantity Price(s) Value(E) BROKERAGE MONEY MARKET CASH OR BROKERAGE 12,887.04 1.00 12,887.04 EQUIVALENTS MONEY MARKET Account Total: Investor Total: Incomplete if presented without accompanying disclosure page Schedule G, Exhibit $12,887.04 $353,ti46.21 Page 2 of 4 Policy Detail Search Policy Information Business Summary Policy Detail Search Commission Information Commission Statements Administration Forms Naviyatio~~ H~Ip Site Map Contact U~~ Policy Detail Information Current As Of 12/1/2007 Page 1 c Agent Name: RAYMONC III Agency: Policy Number: 0005470780 Status: Issued P~ Primary Insured: GERALDINE L JOYCE Birth Date: 8/27/192 Gender: F Issue Age: 75 Group name: UJW class: NON-TOB Payor Name: GERALDINE L JOYCE 3905 RIDGELAND BLVD billing Address: MECHANICSBURG, PA 170502150 Product Description: SINGLE PREM DEFERRED Policy paid to date: 5/24/204 ANNUITY Face Amount: N/A Payment Method: notice billi Death Benefit: $6,423.73 Chek-Matic Date: N/A Issue State: PA Mode: annual Issue Date: 5/24/2002 Modal Premium; N/A NF option: CWA received: Annualized Premium: $0.00 Days Pending: NjA Data Entry Date: Application Sign Date: U/W first look: N/A Application receive date: U/W decision date: N/A Account Value: $6,423.73 Loan: $0.00 Surrender Charge: $0.00 Loan Interest Rate: 0.0000 Surrender Value: $6,423.73 Credited Int Rate: No Requirement Information On Poiicy Beneficiary Z+~if~rrrziatior, INotes IlCaverages PoticyNumber Issue Date Expire Date Amount Modai Premium Description 0005470780 5/24/2002 5/24/2042 $0.00 $0.00 SINGLE PREM DEFERRED ANNA ~.Ou7 ~1`,~ ~, F~~>_rOt `.~yst~ rn5 ComGanv ittps:/feflportal.agentexchange.com/PolicyDetailScreen.aspx?PolicyNumber=EE547078 12/3/~- Policy Detail Search Page 1 0 >~sl i E - ~ . .. ., . ~..~ ,~' : ~. -,. .C~ . ~..~ . -~~...~_ ~ r s ~:~±.,.~ ~rlslJlc'-11C.e - Y}za ~ , f -,~ tS. t _ V _~ ^a5ta~i.' System Functions .. -- ~-- Log Out Policy Information Poiic Detail Information y A ent Name: g RAYMOND III Br.isiness Sumrna~y Current As Of 12/1J2007 Agency: Policy Detail Sea^~h Commission Information Comrission Sta:•.:~~e=nts policy Number: 0005582590 Status: Issued Pa Administration Primary Insured: GERALDINE L JOYCE Birth Date: 8/27/192c Forms Gender: F Issue Age: 76 Navigation Help Group name: U/W class: NON-TOR Site Map Contact U , Payor Name: GERALDINE L JOYCE 3905 RIDGELAND BLVD Rifling Address: MECHANICSBURG, FA 170502150 Product Description: FLEX PREMIUM DEFERRED policy paid to date: 10/5/2041 ANNUITY Face Amount: N/A Payment Method: notice bilk Death Benefit: $6,326.36 Chek-Matic Date: N/A Issue State: PA Mode: annual Issue Date: 10/5/2002 Modal Premium: N/A NF option: CWA received: Annua{ized Premium: $0.00 Days Pending; N/A Data Entry Date: Application Sign Date: U/W first look: N/A Application receive date: U/W decision date: N/A Account Value: $6,326.36 Loan: $0.00 Surrender Charge: $0.00 Loan Interest Rate: 0.0000 Surrender Value: $6,326.36 Credited lnt Rate: No Requirement Information On Policy Beneficiary Information iVotea Coverages PuiicyhlusY~hc>r ;"slue Date Expire. Date Amount tviad<i! Prerniurn t7~~scri~tion 0005582590 10/5/2002 10/5/2041 $0.00 $0.00 FLEX PREMIUM DEFERRED ANNA c) Z0~7 T~1~a, a F~erot Svst~~n~s Ct~mD~nY ittps:!leflportal.agentexchange.com/PolicyDetailScreen.aspx?PolicyNumber=EE558259 12/3/0 ; REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Geraldine L. Joyce 21 07 1095 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Malpezzi Funeral Home, 8 Market Plaza Way, Mechanicsburg, PA 17055 6,517.49 (See Schedule H, Exhibit 1) 2. Garden Bouquet, 106 W. Simpson Street, Mechanicsburg, PA 17055 328.60 Flowers for Funeral (See Schedule H, Exhibit 2) 3. Caddy Shack, 800 Orrs Bridge Road, Mechanicsburg, PA 17050 1,054.00 Wake (See Schedule H, Exhibit 3) B. ADMINISTRATIVE COSTS: ~ Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address City State Zip 2 3 4 Year(s) Commission Paid: Attorney Fees Theresa L. Shade Wix, Esq. 5,000.00 Family Exemption: (If decedents address is not the same as claimant's, attach explanation) 3, 500.00 Claimant Kathy L. Joyce Street Address 270 Reeser Road city Camp Hill state PA zip 17011 Relationship of Claimant to Decedent Daughter See Schedule H, Exhibit 4) Probate Fees 502.00 Accountant's Fees 5. 7 Tax Return Preparer's Fees ~ 110.00 Cumberland Law Journal, 32 S. Bedford St., Carlisle, PA 17013 75.00 Estate Advertising (See Schedule H, Exhibit 5) 8. The Sentinel, P.O. Box 130, Carlisle, PA 17013 166.60 Estate Advertising (See Schedule H, Exhibit 6) 9. Americas 90.48 Delivery/Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 7) TOTAL (Also enter on line 9, Recapitulation) $ 32,839.29 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Geraldine L. Joyce Decedent's Narne Page 2 21 07 1095 File Number Schedule H -Funeral Expenses & Administrative Costs - 67. ITEM NUMBER DESCRIPTION AMOUNT 10. Americas 122.42 Delivery/Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 8) 11. Capitol City Oil, P.O. Box 157, Camp Hill, PA 17011 Heating Oil for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 9) 12. Capitol City Oil, P.O. Box 157, Camp Hill, PA 17011 Heating Oil for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 10) 13. Capitol City Oil, P.O. Box 157, Camp Hill, PA 17011 Heating Oil for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 11) 14. Capitol City Oil, P.O. Box 157, Camp Hill, PA 17011 Heating Oil for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 12) 15. Cumberland County Recorder of Deeds, Carlisle, PA Copies (See Schedule H, Exhibit 13} 16. Cumberland County Register of Wills, Carlisle, PA Short Certificates (See Schedule H, Exhibit 14) 17. Dave's Plumbing, 715 Boring Bridge Road, Lewisberry, PA 17339 Plumbing repair work at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 15) 18. Dave's Plumbing, 715 Boring Bridge Road, Lewisberry, PA 17339 Plumbing repair work at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 16) 19. Dave's Plumbing, 715 Boring Bridge Road, Lewisberry, PA 17339 Plumbing repair work at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 17) 20. Erie Insurance, 100 Erie Ins. PI, Erie, PA 16530 Homeowners Insurance for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 18) 391.47 353.10 564.23 279.00 1.50 24.00 202.90 127.60 130.60 56.00 SUBTOTAL SCHEDULE H-B7 ~ 2,252.82 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Geraldine L..loyce Decedent's Narne Page 3 21 07 1095 File Number Schedule H -Funeral Expenses 8 Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 21. Erie Insurance, 100 Erie Ins. PI, Erie, PA 16530 58.00 Homeowners Insurance for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 19) 22. Erie Insurance, 100 Erie Ins. PI, Erie, PA 16530 Homeowners Insurance for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 20) 23. Erie Insurance, 100 Erie Ins. PI, Erie, PA 16530 Homeowners Insurance for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 21) 24. Erie Insurance, 100 Erie Ins. PI, Erie, PA 16530 Homeowners Insurance for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 22) 25. Erie Insurance, 100 Erie Ins. PI, Erie, PA 16530 Homeowners Insurance for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 23) 26. Hampden Township Sewer & Trash for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 24) 27. Hampden Township Sewer & Trash for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 25) 28. Hampden Township Sewer & Trash for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 26) 29. Hampden Township Sewer & Trash for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 27) 30. Mark Heckman Real Estate Appraisers, 1309 Bridge St., New Cumberland, PA 17070 Appraisal of 3905 Ridgeland Blvd., Mechanicsburg, Pa 17050 (See Schedule H, Exhibit 28) 31. Marie Huber, Treas., Hampden Twp., 230 S. Sporting Hill Rd., Mechanicsburg 17050 Real Estate Taxes for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 29) SUBTOTAL SCHEDULE H-B7 57.00 57.00 50.00 50.00 138.65 138.65 138.65 138.65 350.00 437.27 1,613.87 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Geraldine L. Joyce 21 07 1095 Decedent's Narne Page 4 File Number Schedule H -Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 32. Marie Huber, Treas., Hampden Twp., 230 S. Sporting Hill Rd., Mechanicsburg 17050 1,607.14 Real Estate Taxes for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 30) 33. Huggler & Son Masonry, New Cumberland, PA 17070 1,400.00 Tear down and rebuild brick planter at 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 31) 34. Michael Joyce, 205 Hemlock Rd., New Cumberland, PA 17070 120.00 Transfer title of 1953 MG (See Schedule H, Exhibit 32) 35. Lowe's Home Center, 5500 Carlisle Pike, Mechanicsburg, PA 17050 10.57 Aluminum Duct for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 33) 36. M.A.D. Property Management & Remodeling, 420 Candlewyck Dr., Camp Hill, PA 225.00 Work at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 34) 37. M.A.D. Property Management & Remodeling, 420 Candlewyck Dr., Camp Hill, PA 425.00 Work at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 35) 38. M.A.D. Property Management & Remodeling, 420 Candlewyck Dr., Camp Hill, PA 264.50 Work at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 36) 39. Tom Miller Painting, 619 Forge Road, Carlisle, PA 17015 3,920.00 Painting at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 37) 40. Mumma's Jewelry Store, 34 West Main St., Mechanicsburg, PA 20.00 Appraisal of Jewelry (See Schedule H, Exhibit 38) 41. Nuisance Wildlife, P.O. Box 179, Summerdale, PA 180.20 Trap and removal of opossum at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 39) SUBTOTAL SCHEDULE H•B7 8,172.41 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Geraldine L. Joyce 21 07 1095 Decedent's Name Page 5 File Number Schedule H -Funeral Expenses $ Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 42. Pennsylvania American Water 56,26 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 40) 43. Pennsylvania American Water 6,21 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 41) 44. Pennsylvania American Water 11.33 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 42) 45. Pennsylvania American Water 18 82 Water Service to 3905 Ridgeiand Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 43) 46. Pennsylvania American Water 22 21 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 44) 47. Pennsylvania American Water 22.31 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 45) 48. Pennsylvania American Water 20.26 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 46) 49. Pennsylvania American Water 22,31 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 47) 50. Pennsylvania American Water 33.47 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 48) 51. Pennsylvania American Water 13.50 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 49) 52. Pennsylvania American Water 12 29 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 50) SUBTOTAL SCHEDULE H-B7 238.97 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Geraldine L. ,Joyce Decedent's Name Page 6 21 07 1095 File Number Schedule H -Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 53. Pennsylvania American Water 12.99 Water Service to 3905 Ridgeland Blvd., Mechanicsburg, PA (See Schedule H, Exhibit 51) 54. PA Department of State, Corporation Bureau 70.00 Change in Fictitious Name registration (See Schedule H, Exhibit 52) 55. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 77.77 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 53) 56. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 52.00 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 54) 57. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 61.63 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 55) 58. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 45.78 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 56) 59. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 68.51 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 57) 60. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 102.57 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 58) 61. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 108.98 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 59) 62. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 109.86 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 60) 63. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 97.25 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 61) SUBTOTAL SCHEDULE H-B7 807.34 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Geraldine L. Joyce 21 07 1095 Decedent's Narne Page 7 File Number Schedule H -Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION 64. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 62) 65. PPL Electric, 827 Hausman Rd., Allentown, PA 18104 Electric Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 63) 66. Ritters True Value Hardware, 25 W. Main St., Mechanicsburg, PA 170555 Door Pulls for 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 64) 67. S&T Lawn Maintenance, 9 Kim Acres Drive, Mechanicsburg, PA 17055 Landscape work at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 65) 68. Verizon Telephone Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 66) 69. Verizon Telephone Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 67) 70. Verizon Telephone Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 68) 71. Verizon Telephone Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 69) 72. Verizon Telephone Service to 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 70) 73. Jeffrey A. Wilbur, 6508 Brandy Lane, Mechanicsburg, PA 17050 Plumbing work at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 71) SUBTOTAL SCHEDULE H-67 AMOUNT 65.17 15.26 3.60 1,600.00 27.59 30.00 27.59 27.69 15.69 59.00 1,871.59 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Geraldine L. Joyce 21 07 1095 Decedent's Narne Page 8 File Number Schedule H -Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION 74. York Waste Disposal, Inc., 3730 Sandhurst Dr., York, PA 17405 Dumpster for waste removal at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 (See Schedule H, Exhibit 72) 75. Kathy Joyce, Executrix Mileage (See Schedule H, Exhibit 73) 76. Spencer Bass, 438 Orrs Bridge Rd., Camp Hill, PA 17011 Lawn Mowing at 3905 Ridgeland Blvd., Mechanicsburg, PA 17050 7/19/08 - $20.00; 8/3/08 - $20.00; 8/12/08 - $20.00; 8/17/08 - $20.00; 9/4/08 - $20.00; 10/6/08 - $40.00; 10/9/08 - $20.00 77. Wix, Wenger & Weidner, 4705 Duke Street, Harrisburg, PA 17109 Postage and photocopying 78. Cumberland County -Register of Wills Filing Fee for PA Inheritance Tax Return AMOUNT 92.99 172.00 160.00 83.13 30.00 SUBTOTAL SCHEDULE H-67 I 538.12 Z - - Mic/tael J. Malpezzi, Owrzer Jeremy J. Shartzer, Ftn:era! Director FUNERAL HOME 8 Market Plaza Way Mechanicsburg, PA 17055 Phone: (717) 697-696 November 25, 2007 Kathy Joyce 3905 Ridgeland Blvd. Mechanicsburg, PA 17050 The Funeral Service for Geraldine L. Joyce We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MEiRCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff $3985.00 FUrYERAL HOME SERVICE CHARGES $3985.00 SELECTED MERCHANDISE: Oak Rental Casket $975.00 12 ga. Regular Steel $295.00 Cremation Urn $395.00 Register, Memorial Folders, Ack $78.00 THE COST OF OUR SERVICES, EQUH'MENT, AND MERCHANDISE THAT YOU HAVE SELECTED $5728.00 AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES Certified Death Certificates $90.00 Newspaper Notices -Patriot 2 days $449.49 Clergy/Mass Offering $100.00 Organist $75.00 SoloisbCantor $75.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES $789.49 SUB-TOTAL $6517.49 INITIAL PAYMENT /DISCOUNT /CREDITS --------------- TOTAL AMOUNT DUE $6517.49 ~ ~~ ~~~ ________,_.__:~..____„_...__.. __.__ Schedule H . Exhihi t 1 rl , • ~ 'y'C~~?'l ~~ _ VVe are your creative design fCorist rJ ~ `2 ``;~ ~~ ~ du ~~t 106 W. Simpson St. Mechanicsburg, PA 17055 - (717) 697-9291 • (800) 937-5392 • Fax (717) 697-9472 PHONE NO.: DATE: CARD NO.: EXP. DATE: ARRANG MENT DISH GARDEN BALLOONS MACHE ARTIFICIAL CORSAGE ~ ~ ~ ° ,/.,,i f „ f f~ Vl' A L;~-',, ~ ~ ~~ ~, DELIVERY TAX ~ ~~ ~ n ~ TOTAL i ! ~ ~ ;~ , DELIVER T t J r ~ , J~ /~ PHONE NO. HOME: ADDHF~6S:: // ~ I DELIVERY INSTRUCTIONS: BABY CONGRAT .BIRTHDAY ANNIVER. CONGRAT Bov G~~ HOLIDAY SYMPATHY SPEEDY REC'Y OTHEQ 'nc~nTnacnn r ., ' i ~, .~ /. .. ~~ r ~~~, _ . K ~?.I~.c.UC~,?~. ~~~'LJYC.~f~~r~~:~.t~~-~+r-~C.~-~ ~~air~ r~~rr / ~\ J ~V v !DELIVE/RY DATE: \~ '~~~YT.~ R v Schedule H, Exhibit 2 ..~ardey~. We are your creative design f~Ori.st ~ ~- ~~~ ! Out~`~e j 106 W. Simpson St. • Mechanicsburg, PA 17055 ~--___-_ ~" (717} 697-9291 • (800) 937-5392 • Fax (717) 697 9472 PHONE NO.: DATE: CARD NO.: I EXP. DATE: eaQenit~FMFNZ DISH GARDEN BALLOONS MACHE ARTIFICIAL CORSAGE i i x- ~~ DELIVERY TAX Ca TOTAL DELIV T ') ~ .. Y ~, Y~ ti ~ A, L' ~,~ `~ 1~ % PHONE NO. HOME: WORK: ADD 35 - v N U DATE: M DELIVERY INSTRUCTIONS: BABY CONGRAT BIRTHDAY ANNIVER. CONGRAT eov GiR~ HOLIDAY SYMPATHY SPEEDY REC'Y OTHER CARD TO READ: i .l/IQ/t/i ~~O[! ~ Bass ~F'amiCy zNake 70 adults C $10.95++ _ $9so.oo Bar ~!-a6 $4.00 $954.00 totaC 1~oom deposit Baid Cash Bar -~, c^ (/\)h1~j Y ~) i. /` . 1 / V i~ ~~~ rIl"iank you, for choosing the Ca~l~ty Shack. ion Boy~f; G~Yf aZ Dan Crater, ~3anquet ~fgr. ~.~. Schedule H, Exhibit 3 FAMILY EXEMPTION Kathy L. Joyce, daughter of the decedent, resided with the decedent at the time of the decedent's death. They both resided at 3905 Ridgeland Boulevard, Mechanicsburg, Pennsylvania 17050. On July 12, 2008 Kathy L. Joyce moved to 270 Reeser Road, Camp Hill, Pennsylvania Schedule H, Exhibit 4 CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 January 11, 2008 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Theresa L. Shade, Esquire Geraldine L. Joyce Estate RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: December 28, 2007, January 4 and January 11, 2008 Advertising Cost 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 75.00 Total Amount Due $ 0.00 Becky H. Morgenthal, Executive Director Schedule H, Exhibit 5 RETAIN THIS PORTION FOR YOUR RECORDS THE SENTINEL - LEGAL WIX WENGER & WEIDNER ATTY P.C>. BOX 130, CARLISLE, PA 17013 AD NUMBER CLASS SALESPERSON BILLING DATE LINES 340956 10 PUBLIC NOTICES shoet 12/26/07 40 * 2 AD DESCRIPTION START DATE STOP DATE NOTICE LETTERS OF TESTAMENTARY ON 12/12/07 12/26/07 PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT 3 '.PHE SENTINEL - LEGAL 3 LGL 159.60 '.DOTAL AD CHARGE 159.60 3 l?ROOF OF PUBLICATION DAY'S RUN 01PRF PURCHASE ORDER PAY THIS A M O U N T Geraldine L. Joyce 7.00 166.60 I 199.92* AFTER 01 /25/08 MESSAGE: Thank. you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Friday at 11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday is Thursday at 12 Noon. If you have any questions regarding your Legal bill please call Tammy Shoemaker 717-240-7176 Fax your legals to 717-243-3754 attention Tammy Shoemaker You can also EMAIL your legal to Classified ads: classifiedCcumberlink.com Please send a cover letter including your name and address as an attachment Schedule H, Exhibit 6 ~~~~o America's Propane Company Invoice www.amerigas.com Contaca Information For Billing, Service or Delivery Inquiries 717-561-E1806 Mailing Address AMERICAS 6823 PAXTON ST HARRISBURG PA 17111-3377 Payment Options ~~ AutoPay Enroll in our automatic payment program! Lag on to www.amerigas.com or call 1-8116-243-5470. c j E-Pay Pay online www amerigas.com Telelpay Pay by phone 1-8fi6-243-5470 Mail Us A Check Send your check with or Money Order the remittance stub. Messages from Americas We periodically review and revise our standard terms and conditions. Visit www.amerigas.com to read the terms and conditions that apply to your account. During winter keep driveways, propane equipment & gas vents clear of snow and ice. Call your local Americas office or visit www.amerigas.com for more inforrnation. The minimum late charge has increased from $20 to $22. Refer to "Payment Terms" on the reverse side for further explanation of fate charges. Account Information Account Number Invoice Number pelivery/Service Location 9225095278 9225-802390A 3905 RIDGELAND BLVD Due Date Invoice Date MECHANICSBURG , PA 17050 02/12108 01/21(08 TOTAL PAYMENT DUE $90.48 Net 20 days or by due date shown above. A late charge will be assessedif payment is not receivedby the due date. Detail of Curi Ref Date Number 01117108 299231 01/1710 299231 ~ent Charges gescription Quantity Amount Propane 20.0 81.98 Fuel Recovery Fee 3.05 Hazmat Surcharge 5.45 TOTAL CURRENT CHARGES 90.48 TOTAL PAYMENT DUE $90.48 Please see reverse side for explanation of certain charges. ~~~ L~1 ~~ ~f~~ THANK YOU FOR YOUR BUSINESS! ~ r Please fold on perforation below, detach and return with your payment. ~ ~ ~a Schedule H, Exhibit 7 A~Y1Q'1'NGdS~ Invoice America's Propane Company www.ameriga5.com Contact Information For Billing, Service or Delivery Inquiries 717-561-8806 Mailing Address AMERICAS 6823 PAXTON ST HARRISBURG PA 17111-3377 Payment Options ~;~ AutoPay Enroll in our automatic payment program! Log on to wvvw.amerigas.com or call 1-8EiEi-243-5470. C % E-Pay Pay online wwvv.amerigas.com Telepay Pay by phone 1-8Ei6-243-5470 Mail Us A Check Send your check with or Money Order the remittance stub. Messages from Americas We periodically review and revise our standard terms and conditions. Visit www.amerigas.com to read the terms and conditions that apply to your account. During winter keep driveways, propane equipment & gas vents clear of snow and ice. Call your local Americas office or visit www.amerigas.com for more inforrnation. For explan<~tion of our fees, please refer to the reverse side of invoice. automatic delivery has its advantages! If you run 't of gas, we'll credit your account $25! Certain ~ictions apply. Account Information Account Number Invoice Number DeliveryiServiceLocation 9225095278 9225-815210A 3905 RIDGELAND BLVD Due Date Invoice Date MECHANICSBURG, PA 17050 04/12/08 03/21!08 70TAL PAYMENT DUE $122.42 Net 20 days or by due date shown above. A late charge will be assessedif payment is not received by the due date. Detail of Curi Ret Date Number 03119108 310743 v3i19i08 310743 •ent Charges Description Propane Fual Recovery Fee Hazmat Surcharge TOTAL CURRENT CHARGES Quantity Amount 27.7 113.54 3.43 5.45 122.42 TOTAL PAYMENT DUE $122.42 Please see reverse side for explanation of certain charges. THANK YOU FOR YOUR BUSINESSt ~ ~ Please fold on perforation below, detach and return with your payment. ~' ~ is Schedule H, Exhibit 8 'Y DATE ~ 9 O. . j IO.ITiME ~I~ - 12/11/2007 Inv:5BB77D ~'~' " "i . , - _ ~ T;~ =~ (25091 Pa ant: Y _ ~ri:• rr~ THU Fi11 Lo[: 12 +'"' !'"' C? t 1 --~ god Dely Ty: Will C r y r':.:~ -x; iii •e: 275 Raute: 4 l ~ ;, ,;;, ~ ~ ~..:, 2B/2007 Nxt: ~ :~ r'-i Balance: D.0 m ~ ~ ~ ?~ ~• ti 6: D i•il ---I =:• ui GC. INSTRUCTION{{~}} z T -' T•'---1 n; 1 BETWEEN DOORS .[F N/A ~^ --! ON R DEL FROM Y'.[LLCLI s '`' i : '=~ i'~ i 12/13 FILL 3.08 L ~'; ° _~; ~ ;~~ ~~~ G / ~a~3`6 ~~ vfil~ i~ f /(!/ ~ • HEATING 0[L / ~~j V" (i~~i C/~ • OIL BURNERS _ _ v • ~YATER KEATERS BOX 157, CAMP HILL, PA 17011 ~ AIR CONDITIONING ~ ~y HEAT PUMPS '' !' PHONE 737-4188 KATHY 10YCE BR 3905 RI46ELAND BLVD. MECNANICSBUR6 PA 17050 Phnna~ 7~?-04~? 80?-b79b PRODUCT GALLONS PRICE AMOUNT HEATIN6 OIL Fill v ,~/~J"` ~/~ ~h Dyed Un~arked Nesting Oi 4 :Not for use in highNay, non-• oad, locoeotive or 'arine eng nes. ' fl~'~' Schedule H, Exhibit 9 (DATE - iO./TIM ~)i/15/2008 Inv:5977~0 25091 Payent: WED Fill Loc: 12 ~~od Dely Ty: will _: P75 Route: 4 13/2007 Nzt: ET:34 5alance: 0.0 6: EC . INSTRUCTIONS{+~{{+~ BETNEEN OOOR5 IF N/A uN R DEL FROM WILLCLI i y-i CI --I rr-~~~ rr^~-~-1 r`1 ~? !~ ~; fIl i i i-~ti ~ ' '~T ~ I;;il ~ i F"' \ ~ T i ~ y: I_I 1 s ~Hr ~.~~ r ~" ; i =. ,., r'j -: , - .. ._ - -- 6~7t ~«I :T: ~a~uta~ ~it~ ~i,~ BOX 157, CAMP HILL, PA 17011 PHONE 737-4188 KATHY JOYCE BR 3905 RID6ELAND BLVD. t1ECNANIC59URfi PA 17050 Phone: 73P-093P BOP-0790 • HEATING OIL • OIL BURNERS • R'.4TER HEATERS • AIR CONDITIONING • HEAT PUMPS PRODUCT GALLONS PRICE AMOUNT HEATING OIL Fil~ O off( ~ ~~ ~ ~~ , Dyed Unearked Heating Oi :Not for use in highway, non- oad, locoeotive or earine eng nes. Schedule H, Exhibit 10 i t ` _, Y DATE 0. l _ aO.ITIME )3/03/20 Inv:b11236 ~~~~~ ~! -I T ^,'; :-! ?5091 Payent; ~ ' _',_.• ~~ ~ TUE Fill Loc: 12 r r ~ i-1 -I .od Dely Ty: Nil l C .~.~ ~~ I~ T RI ': 275 Route: 4 °~ = ~ ! ii i i i f --I ~ ~'~` Ib/2008 Nxt: ~ ; ,}; .; ~ O t-•! ~ ~-- 'L~ ~ O ET:30 Z ~ z:~r s Z 3alance: 0.00 A !-~! T r ••• ~ m •~ ~n 6: ~ !:i! -I i•i: f ~ ~ EG, INSTRUCTIONSfatttf c -~ ~,,; :'-: ~ !`~ ~ ~ BETWEEN DOORS IF N/A r m -~ ~~N R DEL FROM WILLCLIF I ~ ri ~; e r !-! ~-, I u I _-emu _~`i'_~ Q s ~jy •fjJ / •~•f /V/ °/' • HEATING OIL ~~~ ~j~f/ L/~(~ • OIL BL`RNERS ~/ • WATER HEATERS BOX 15?, CAMPHILL, PA 17011 • AIR CONDITIONING • HEAT PUMPS ' RHONE ?37-4188 KATHY 10YCE ~ ~_' BR 3905 RID6ELAND BLVD. MECHANICSBURS PA 17050 Phone: 732-0932 R02-0740 PRODUCT ~' .GALLONS PRICE AMOUNT NEATIN6 OIL Fill j ~ ~~ O ~~ Dyed Un~arked Heating Oil Not for use in~ ighMay, non-r ad, loco~otive or Marine engi es.+~ 3 ~1 ~a_-.- --- -- - - -L• - ----- -- -- --~--- --- --- -~ - -- Schedule H, Exhibit 11 f DATE ° ,• fTIME O ,. ,~r ~~~i(/ f/i!"~~ ~~!/ O~ • HEATING QIL li ~ li • OIL B RNER . 11!11/2u08 Inv:640904 _ _ ~_~ ~ / _ U S T • WATERHEATERS PA17011 AIR CONDITIONING ~. $ 157,CAMPHILL '5491 Fd lHnt: Y _ ~, '~", ` ~ ~ ;--• ,-~, '~ • ~:• , • HEATPUMPS ~. PHONE 737-4188 Fill Lac: 12 I- - ~-_~ i -; KATHY 10YCE ~ f ~ ;od Qely Ty: iJill ~ ~:~ t.` ` ~ ~~ ` bR '' ~ ~ _: 275 Raute: 4 ~_~ ~• '• •? 3905 RIOSELANO E V4. <P )4/2008 P1xt; ' ~ , _; fir-;,. MECHANICSAURS FA 17050 , '"1 ~ '•~ ET:30 ~ '~' ` ! ; ~ ' - --~~'r"""", ==~haae: 732-0932 ! B~)R-0790 R ~) 33 z ,z .,glance. A r-~ r! --p •.. =C. IHSTRUCTIOFISffff* z ~ `~_' BcTWEEN DOORS IF N/A ~' ~ ~~ _ r- -; ~N R 6EL FROM {d'ILLCLI ~ '`•~ '~• 11!12 ~t! ~ ~ r~ ! I x-~ i ~~ 1 i`^!1 r. ~ ~ ;•~ ; ~T; ,~ i" r ,i ,: 0 9 ,! ~ ~ 1,~~ PRODUCT GALLONS f PRICE AMOUNT HEATINS OIL 100 ,~ ~~ ~ Qyed Un~ar4:ed Heating 61 :Hot for use In hlghwdV, non- aad, laca~ative ar ~drine eng nes. ~/ 4.51._ Schedule H, Exhibit 12 CUMBERLAND COUNTY RECORDER OF DEEDS RECEIPT Inv Nurriber: 9835 Invoice Date: 11/30/2007 11:28:15 AM RECEIPT Reg/Drw ID: 0101 Customer: Last Change: Receipt Sy: COUNTER By: AF 0 CASH Chg # Charge.! Payment! Fee Description Amount Inst # / Inst Date Municipality i 1 COPIES $1.50 f=ee Detail: COPY FEE $1.50 TOTAL CHARGES $1.50 PAYMENTS (:ASH $1.50 TOTAL PAYMENTS $1.50 AMOUNT DUE $1.50 PAYMENT ON INVOICE ($1.50) EtALANCE DUE $0.00 Date: Nov 310, 2007 11:28:52 AM Page 1 Schedule H, Exhibit 13 RECEIPT FOR PAYMENT ------------------- ------------------- GLE~NDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 HOUSE ACCOUNT Estate File No.: 2008-99999 Paid By Remarks: SHORT CERTIFICATES Receipt Distribution Receipt Date: 5/05/2008 Receipt Time: 11:00:51 Receipt No.: 1052566 Fee/Tax Description Payment Amount Payee Name MISC INCOME 12.00 CUMBERLAND COUNTY GENERAL FUND ---------------- Check# 3178 $12.00 Total Received......... $12.00 Schedule H, Exhibit 14 RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 JOYCE GERALDINE L Estate File No.: 2007-01095 Paid By Remarks: AKK WENGER WEIDNER Receipt Distribution Receipt Date: 6/1Oj2008 Receipt Time: 11:33:05 Receipt No.: 1052990 Fee,~Tax Description Payment Amount Payee Name SHORT CERTIFICATE 12.00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 3213 $12.00 Total Received......... $12.00 f7AVE'S P~.uMBfriG - ff~ATf~G SERVICE ORDER AfR COtiDTTIOk3i~K3 7i5 BORING BRtt~ ROAD LEWiSBERfRY, f~'A. 1T~Q 71 T-~72~06~ ^ SERVICE ^ PICKUP REPAIR IN ___pATE ERE ^ INSTALL ^ DELIVERY ^ HOME ^ SHOP. /) //// 1(I~, Name C' ~' `~ ~ ^ C.O ^ CHACR~GE Address/ ~ ~~~~'1i' ~ { ~~ _ P 7~ ~ ~ -V ~ 1 V /' ~ ~ ,,r; City C G' ~!-1 ~ ~~ ' State ~ ~ Zip ~ v , MAKE MODEL SERIAL NO. ^ WARRANTY. ^ CONTRACT SERVICE REQUESTED ,~ DATE PROMI~ D I ^ ESTIMATE. ~ • ~ • • • ~~ fin] Q,t~ C.Xr ~¢ j-~ct- ~~ I ~<' ~ rl. 1`~ ~w-_S ~_ 133 ~~. ,, SERVIOES PERFORMED . ~ T~ §TqR~ TOTAL MATERIAL f ,t y , t C~ '~ ~~ `L G C ' ~ TI N~ SERVICED ry~ ~ v' V . { t YC~i ~ TAX ~ S Ho R rG. ~ VK~~ u S DEL CHARGE OR - MfLEAGE miles 1 ~~~ DATE ~ PL ~ CASH ON COMPLETION OF WORK ~ TOTAL ~Cj~-~~ f hereby accept above performance, and charges, as being satisfactory and acknowledge that egwpment nas Deen left in gooa conainon. CUSTOMER'S SIGNATURE ~. 3-584 i:i. TECHNICIAN'S SIGNATURE THANK YOU SERVICE -ORDER Schedule H, Exhibit 15 DAVE'S PLUMBING..- HEATING SERVICE ORDER AIA CONDITIONING 715'90R{NGBRIDGE ROAD L_ EWtSBERRY, PA. 17339 • ~ 717-292-!7068 ^ SERVICE ' ^ PICKUP REPAIR IN ATE EKED ^ INSTALL ^ DELIVERY ^ HOME ^ SHOP f ~~`<'/ ~` ~ I Name-_ ~~ 4 ,J ~y Y CJ" C~ ^ C.O.D. ^ GHARGE city ~`' Pho ~`' ii r' i~ -State f~ ~ Zip MAKE MODEL SERIAL NO. ^ WARRANTY ^ CONTRACT SERVICE REQUESTED e DA~PROMISED 1 ^ ESTIMATE ~ • ~ . • SERVICES PERFORMED Tlp{E START ~ / , , TOTAL MATERIAL r' !~ / ~ ~1 Ci ~S ~ T FINISH LABOR AND SERVICE (~ r~ ` W ; . t c ~± ` C~1 TAX HO RS ' ~ DEL CRARGE OR MILEAGE miles DATE COMPLETED / ~ CASH ON COMPLETION OF WORK ~ TOTAL ~ ~ ~~ I hereby accept above performance, and charges, as being satisfactory and acknowledge that equipment has been left in good condition. CUSTOMER'S SIGNATURE TECHNICIAN'S SIGNATURE ,~,,,, THANK YOU 3.584 SERVICE ORDER Schedule H, Exhibit 16 DAVEAiR,CONDtT10NIN~31'iNG SERVICE ORDER T15 80RING BAiD{l~ fiL?AD LEWISBERFiY, PA. 1733 7t7-29~-~3d,1 ^SERVICE ^PICKUP REPAIR IN A~ ~D~~ n ^ INSTALL ^ DELIVERY ^ HOME . ^ SHOPU~/ Name ~~S ~' `~ ~~ J f~~ ~G ~~ ^ C.O~.{D}. ^--C~HARGE Address Phone {1 "~ ~ ~ ~~--- 11 --, City y'` r,~ ~, ~ ,~„ ~ ~ ~ i~,.~ State ~ ~ ~~ ' Zip 1 i :, ~ ~1 MAKE _ MODEL SERfAI NO. ^ WARRANTY SERVICE flEQUESTED DATE PROMISED ^ CONTRACT. ~ / ^ ESTIMATE • • ~~~~~f!:c~C ~~, I ~~"~~~I `, S ~,., . ~' c ,. t~ ~ ;bG ~. SERVICES PERFORMED T)~Aa~E~STC ~ MA~ERIAL ~ ~ ; W ,^ t l TIME FINISH LABOR AND SERVICE L ; (` , 1; W ~' TAX i I t H,O/uRS DEL CHARGE OR / ,,..j{~ MILEAGE ~ mlfes ~ ~ I ~~ DATE COMPLETED / / CASH oN COMPLETION OF WORK ^~ TOTAL ~ ~ / (~ , I hereby accept above performance, and charges, as tieing sansraccory ano acnnowieuyc ~~~a~ cywN~~~m ~~ ~~a~ .,~~„ ,~ . ,,, y ........... .......... CUSTOMER'S SIGNATURE TECHNICIAN'S SIGNATURE ~ ~ , THANK YOU 3-584 SERVEC~ ORDER Schedule H, Exhibit 17 Erie o ~\ Insurance 100 Erie Ins F9. Erie, PA 16530 December 28, 2007 Account Number: 18-03495 Billing Summary Billing Cycle: August through April Total due last month ........................ 158.00 4 Installments Remaining: January through April Total paid last month ....................... Amount Past Due -156.00 * See back of statement for a record of payments received in this billing cycle. .......................... Thls month's installment ................. 2.00 160 00 . Please Pay ..................................... . 162.00 GERALDINE JOYCE Due Date ......................................... 01-16-08 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 Please call your Agent listed below if you have any questions about your billing statement. AA7084 GIESELER & JOYCE INS. AGY. LLC 717-728-9777 Payments received Previous PREMIUM TRANSAGTIONS SINCE LAST STATEMENT since last statement Policy Nurrbar Typs cf I'vlicy Balance Da; L Gurrent . a .arSaction Type... Q0718013994 Pers Auto 506.00 12-30 Service Charge Amount Amount Gate 5 00 6atance Q551800471 Home Prot 284.00 . -100.00 1 2-26 ~'5 00 # 411 .00 ~ ~ 12-26 228.00 AGCOt1MT TOTALS 790.00 5.00 "1 ~~~ 639.00 03632 Transactions occurring in the last 10 days may not appear on this statement. RETURNED PAYMENT FEES WILL BE ADDED TO YOUR ACCOUNT. KEEP THIS PORTION FOR YOUR RECORDS Schedule H, Exhibit 18 EI'le ~ e ~\ Insurance 100 Erie Ins. F'I. ~ Erie, PA 16530 January 25, 2008 Account Number: 18-03495 Billing Summary Billing Cycle: August through April Total due last month ........................ 162.00 3 Installments Remaining: February through April Total paid last month ....................... Amount Past Due -162.00 See back of statement for a record of payments received in this billing cycle. ............................ ThIS mOnth'S installment ........... .00 161 00 ....... Please Pay ..................................... Due Date . 161.00 GERALDINE JOYCE ......................................... 02-16-08 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 Please call your Agent listed below if you have any questions about your billing statement. AA7084 GIESELER & JOYCE INS. AGY. LLC 717-728-9777 Payments received Previous PREMIUM TRANSAGTIONS SINCE LAST STATEMENT since last statement Policy Number Type of Policy Balance .Date Transacilon ty e A .Current p Q07180F3994 Pers Auto 411.00 01-27 Service Charge mount Amount Date 5 00 Balance `Q551800471 Home Prot 228.00 . -104.00 01-14 ' - 312.00 -58:00 01 14 170.00 ACCOUNT TOTALS 639.00 5.00 -162.00 482.00 Schedule H, Exhibit 19 Erie 1 ~ 0 Insurance , ~`~ ~ 100 hie Ins F'I. Erie, Pn 16530 ~ \ 4 J~ February 22, 2008 `^ \ _) Account Number: 18-03495 ~ ~; Billing Summary `'~ Total due last month ........................ 161.00 Billing Cycle: August through April Total paid last month ....................... -161.00 2 Installments Remaining: March through April Amount Past Due ............................ See back of statement for a record of payments received in this billing cycle. ThIS month's installment .................. 163.00 Please Pay ..................................... 163.00 GERALDINE JOYCE Due Date ......................................... 03-16-08 3905 RIDGELAND BLVD Please call your Agent listed below if you have any MECHANICSBURG PA 17050-2150 questions about your billing statement. AA7084 GIESELER & JOYCE INS. AGY. LLC 717-728-9777 Payments received Previous r/RcArlFlilvl i aANSAC r IONS SINCE i.AST STATEFln>=NT since last statement Current Policy fJumber `Type of Policy 'balance `Date Trangaction Type Amount Amount ` Date Batance Q071808994 Pers Auto 312.00 02-24 Service Charge 5.00 -104.00 02-23 213.00 Q551800471 Home Prot 170.00 -57 QO 02-23 113.00 ACCOU~tT TOTALS 482.00 Sc00 -16.00 325.00 Schedule H, Exhibit 20 Erie ~~ In~urance° ~ ("'~ 100 Erie Ins. PI. Erie, PA 16530 ~ / t March 31, 2008 IV/ Account Number: 18-03495 Billing Summary Total due last month ........................ 163.00 Billing Cycle: August through April Total paid last month ....................... -57.00 1 Installments Remaining: April Amount Past Due .......................... 106.00' See back of statement for a record of payments received in this billing cycle. ThIS mOnth'S installment .................. Please Pay ..................................... 45.00 GERALDINE JOYCE Due Date ......................................... 04-16-08 3905 RIDGELAND BLVD Please call your Agent listed below if you have any MECHANICSBURG PA 17050-2150 questions about your billing statement. AA7084 GIESELER & JOYCE INS. AGY. LLC 717-728-9777 Payments received Previous'. PREMIUM TRANSACTIQNS SINCE LAST STATEMENT since Last statement PoGCy Number Type of PvGcy $alance Date Transactign i Current Q071808994 Pers Auto Ype Amount -Amount - Date Esaiance 213.00 02-27 Coverage Change -229.00 __ Q551800471 Home Prat '' 113.00 03-23 Service Char e -16.00 9 - 5.00 1-57,OQ~ 03-19 61.00 ACCOUf~tT TOTALS 326.00 -224.00 -57.OU 45.00 PLEASE PAY $45.00 TO BRING YOUR ACCOUNT CURRENT Transactions occurring in the last 10 days may not appear on this statement. 00339 RETURNED PAYMENT FEES WILL BE ADDED TO YOUR ACCOUNT. KEEP THIS PORTION FOR YOUR RECORDS Schedule H, Exhibit 21 Erie ~. Insurances inn ~u5 Ire. Plsce • Erie. PA 15530 NOTICE OF PAYMENT DUE HOM]'s PROTECTOR POLICY NUMBER t?551800471 ESTATE OF GERALDINE L JOYCE 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 BILLING DATE 07-22-08 POLICY TRANSACTIONS OUR LIBERAL PAYMENT PLANS DO NOT ALLOW FOR A GRACE PERIOD 07-18-08 PREMIUM $ ~50.QU 07-17-08 PAYMENT $ 45.000R 07-18-08 SERVICE cHG $ ao.oo 07-18-OS RETURN PREM $ 146.000R ~UTURE>'INSTALLMENTS CURRENT BALANCE $ 399 00 DUE 09-18-08 $ 50.00 . DUE 10-18-08 $ 50.00 DUE 11-18-08 $ 50.00 DUE 12-18-08 $ 50.00 DUE 01-18-09 $ 50.00 DUE 02-18-09 $ 49.00 DUE 03-18-09 $ 50.00 TRANSACTIONS OCCURRING IN THE LAST 10 DAYS MAY NOT APPEAR ON THIS STATEMENT 12337 IF THERE IS AN ERROR, PLEASE CONTACT YOUR . AGENT OR THE HOME OFFICE R ETURNED PAYMENT FEES WILL BE ADDE . D TO YOUR ACCOUNT. KEEF TIII~ PGA' ?i I rt7~~ ~ , r~:?~ ~fi~~S G-d0y1 DP-41 (12 AGENT NUMBER GIESELER & JOYCE INS. AA7084 717-728-9777 AMOUNT'DUE 08-18-08 $ 50.00 ~, ~ -~ PLEA5E PAY $ 50.00 Schedule H, Exhibit 22 Q~i arm ~ Erie , ~. Insurance 100 Erie Ins. Place • Erie, PA 16530 NOTICE OF PAYMENT DUE HOME PROTECTOR POLICY NUMBER AGENT NUMBER Q551800471 AA7084 ESTATE OF GERALDINE L JOYCE 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 Pt)LICY TRANSACTIONS 07-18-08 PREMIUM $ 550.00 07-17-08 PAYMENT $ 45.000R 07-18-08 SERVICE CHG $ 40.00 07-18-OS RETURN PREM $ 146.000R 08-15-p8 PAYMENT $ SO.000R CURRENT BALANCE $ 349.00 EIG-4C11 DP-11 I' BILLING DATE pg-22-08 GIESELER & JOYCE INS. 717-728-9777 AMOUNT DUE 09-18-08 $ 50.00 'PLEASE PAY S 50.QO OUR LIBERAL PAYMENT PLANS DO NOT ALLOW FOR A GRACE PERIOD FUTURE INSTALLMENTS DUE 10-18-08 $ 50.00 DUE 11-18-OS $ 50.00 DUE 12-18-08 $ 50.00 DUE 01-18-09 $ 50.00 DUE 02-18-09 $ 49.00 DUE 03-18-09 y 50.00 TRANSACTIONS OCCURRING IN THE LAST 10 DAYS MAY NOT APPEAR ON THIS STATEMENT. IF THERE IS AN ERROR, PLEASE CONTACT YOUR AGENT OR THE HOME OFFICE. CG3SC l~ETU^NED PAY"+,EP,T FCES :$T_LL EE AODED ?0 YOUR ACCOUNT. KEEP THIS PORTION FOR YOUR RECORDS Schedule H, Exhibit 23 nca v~~i• ^v~ ~vn. E1ILL INCLUDES JAN-b1ARCH 2008 QT SEWER AND/OR TRASH CHARGES. IN ORDER TO AVOID LATE CHARGES, PA1'AIENT IS E)UE BY 01/31/2008. DATE CONSUMPTION AMOUNT IIIIIIIIIIIIIII~~I~IIIII~IIIIIIIIIIIIIII~IIII IiIIIIIIIIIIIII~III I~ ~IIIIIII IIIi Illlllll BALANCE FORWARD 10/01!2007 I I II I I 128.53 PAYMENT 10(10!2007 -128.53 Sly WER 01101 /2008 94.40 TIEZASH 01/0112008 44.25 ADJUSTMENT 0.00 PENALTY 0.00 IT\ITEREST 0.00 PROPERTY ADDRESS 3903 RIDGELAND BLb'D R~IYMOND L JOYCE 3405 RIDGELAND BLVD CN: 009218-000 MECHANICSBURG PA 17030-2130 LC: 1017!035019 DUE DATE 01/31/08 AMOUNT DUE $138.63 AFTER DUE DATE $132.32 GROSS BALANCE PAYABLE AFTER 30 DAYS DIRECT WITHDRAWAL AVAILABLE RESIDENTWL & COMMERCIAL PROPERTIES ARE REl•IINDED IF TREY IEAVE A SANITARY SE11'ER BLOCKAGE OR B:1CK UP TO NOTIFY THE TOR'NSHIP BEFORE CALLING A PLUMBER. CALL THE TOWNSHIP'S ROTH LANE TREATJIENT PLANT AT 761-7963. Schedule H, Exhibit 24 _ KP. 1 V K1V I V Y YV K I 1 V lV ~~' j l K YA Y 1V1 C.Ir 1 IBILL INCLUDES APRIL-JUNE QT SEWER AND/ OR TRASH CHARGES. PAYMENT IS DUE BY APRIL 30, 2008 IN ORDER TO AVOID LATE CHARGES. DATE CONSUMPTION AMOUNT IIIIIIIIIIIIIiIIIIIIIIIIIIIiIIIIINIINIIIIIiiIiIIINIIIIINIINIIIIIIIIIIIIIIIIIH INIIII~ E~ALANCE FORWARD 0(/01/2008 138.b5 PAYMENT O l / 14/2008 -138.65 SEWER 04/01 /2008 94.40 TRASH 04/01!2008 44.25 ADJUSTMENT 0.00 PENALTY 0.00 [T`JTEREST 0.00 PROPERTY ADDRESS 3905 RIDGELAND BLVD RAYMOND L JOYCE 3905 R[DGELAND BLVD CN: 0092{8-000 MECHANICSBURG PA 1 705 0-2 1 50 LC: 10171035019 DUE DATE 04/30/08 AMOUNT DUE $138.65 AFTER DUE DATE $152.52 G1tO~S BALANCE PA't ABLE AFl'ER 30 L`AY"S D[RECT WITHDRAWAL AVAILABLE RE;SIDENTI.4L & COd1D'IERCIAL PROPERTIES ARE REivIINDED IF THEY HAVE A SANITARY SEWER BLOCIG~GE OR BACK UP TO NCITIFY THE TOWNSHIP BEFORE CALLING A PLUMBER. CALL THE TOWNSHIP'S ROTH LAZE TRE:1T~[ENT PLANT AT 761-79G3. Schedule H, Exhibit 25 BILL INCLUDES JULY-SEPT 2008 QT SEWER AND/OR TRASH CHARGES. PAYMENT IS DUE BY JULY 31, 2008 IN ORDER TO AVOID LATE CHr~RGES. DATE CONSUMPTION AMOUNT IIII II IIIIIIIIfIIiII IIIIIiIIiIIIIIIIIIIIIfi IIIlII1if IIIIIIfIIIIIIIII~IIIIIIIIIIIIIII~II11 BALANCE FORWARD 04101/2008 138.65 PAYMENT 04/08!2008 -138.65 S E: WER 0710 (12008 94.40 TF;ASH 07!0112008 44.25 ADJUSTMENT 0.00 PENALTY 0.00 INTEREST 0.00 PROPERTY ADDRESS 3905 RIDGELAND BLVD RAYMOND L JOYCE 39(15 RIDGELAND BLVD CN: 009218-000 MECHANICSBURG PA 17050-21>0 LC: 1017103>019 DUE DATE 07/31/03 AMOUNT DUE $138.65 AFTER DUE DATE $152.52 GROSS BALANCE PAYABLE AFTER 30 DAYS DIRECT WITHDRAWAL AVAILABLE RESIDENTIAL & COi`IMERCIAL PROPERTIES ARE REMINDED IF THEY' HAVE A SANITARY SEWER BLOCKAGE OR BACK UP TO NO"F[FY THE TOWNSHIP BEFORE CALLING A PLUMBER. CALL TFIE TOWNSHIP'S ROTH LANE TREAT~~IENT PLANT AT 761-7963. Schedule H, Exhibit 26 BILL INCLUDES OCT-DEC 2008 QT SEWER ANDlOR TRASH CIiARGES. PAl'~IENT IS DUE BY OCT. 3l, 2008 !N ORDER TO :1~'OlD LATE CHARGES. BALANCE FORWARD PAYMENT :SEWER `CRASH ADJUSTMENT PENALTY INTEREST ~„ ~ • ~ _-,. ,•~ ~ I~iIIE~~III~iA'~III~~911PIlil'dIIISI lllli 411 07/01/2008 138.65 07/16/2008 -138.65 10/0 I /2008 ~A 0/01 /2008 44.25 0.00 ~ 0.00 0.00 PROPERTY ADDRESS 3905 RIDGELAND BLVD RAYMOND L JOYCE 3905 RIDGELAND BLVD MECHANICSBURG PA 17050-2150 GROSS BALANCE PAYABLE AFTER 30 DAYS DIRECT WITHDRAWAL AVAILABLE CN: 009218-000 LC: 10171035019 DUE DATE 10/31/03 AMOUNT DUE 5138.b5 AFTER DUE DATE 5152.52 RES(DE\TGVL d COVIVIERCiAL PROPERTIES ARE REMINDED IF TI{EY F[AVE rV S:~NIT:IRY SEWER BLOC}:AGE OR B:~CI: l'I' "i'O NOTIFY THE TOWNSHIP BEFORE CALLING A PLUMBER. CALL TiIE TOWNSHIP'S ROTA LANE TRE:~TJ(E\T PLAN AT 7G1 "`JG3. ~~hPr~t,l a u ~t,i,; ti.; ~- ~-, FROM FAX N0. San. 30 2009 68:3'3AM Ps MARK HECKMAN REAL ESTATE APPRAISERS 1309 Bridge Street, New Gumberland, PA 17070 File Number: 3905 R'tdgeland Ms. Kathy Soyce 270 Reeser Road Camp HIII, PA 17011 Jarwary 18, 2009 Borrower : NA Invoice # Order Date Reference/Case # PO Number i 3905 Ridgeland Boulevard Mechanicstwrg, PA 17050 Single Family Residential Appraisal invo'~ce Total state sales Tax ~ Deposit oe~sn Amount Due Terms: PAID IN FULL Please Make Check Payable To: MARK HECKMAN REAL ESTATE APPRAISERS Fed. I.D. #: Thank you for using our seMces. $ 350.00 s 350.00 $ o.oo (S 350.00 ~s > S 0.00 ~, 1309 Bridge Streak New Cum!>aderM, PA 17070 (717y 7747202 Schedule H, Exhibit 28 IF TAXES ARE IN ESCROW, FORWARD TO MORTGAGE CO. PLEASE SEND BOTH COPES OF BILL W/SASE FOR RECEIPT PAYABLE ro: MARIE HUBER, TREASURER 230 S SPORTING HILL ROAD MECh1ANICSBURG, PA 17050 oesc: ASSE,SS.NO -10002612 MAP PJO: 10-17-1035-019 3905 RIDGELAND BOULEVARD ACRES .360 DEED 0021 A' 00958 RIDGE:LAND LOT 2:5 PO 24 PB 11 PG 40 Residential Building RESIDENTIAL rAx JOYCE, RAYMOND L JR PAYER & GERALDINE JOYCE 3905 RIDGELAND BOULEVARD MECHANICSBURG PA 17050 OFFICE MARCH & APRIL: MON & TUES 9-4:30 r+ouas: WED & THURS 9-12 MAY & JUNE: MON,WED,THURS 9-12 CLOSED FRIDAYS '(717)737-4822` TAXPAYER COPY Control No: 01 0 - 00261 2 2Q08 Statement of Real Estate Taxes Bill No: 4920 Bill Date: 3/01/200 Assessed Land Improvement Mineral Total Values 46 460 122 240 0 166 700 COUNTY OF CUMBERLAND, PENNSYLV Discount Face Pen Rates .002285D0 .00228500 2 ~ 10 COUNTY R/E 106.16 279.32 377.77 385.48 424.0? Rates .00018000 .00018000 2 ~ 10 % COUNTY LIB 8.36 22.00 29.75 30.36 33.§0 TOWNSHIP OF HAIIAPDEN Rates .00018000 .ODO18000 2 ~ 10 ~ MUNIC. R/E 8.36 22.00 29.75 30.36 33.40 TAX AMOUNT DUE --> ;437.27 ;446.2D 5490.83 IL Paid On or ]-lter 3 01/2008 5/01/2008 7/01/2006 If Paid On or Sefore 4/30/2D08 6/30/2008 IF NOT PAID BY 12119/2008 THIS BILL W ILL BE RETURN ED TO TAX CLAIM BUREAU FOR COLLECTION AND FLUNG OF A LIEN AGAINST YOUR PROPERTY. "SEE REVERSE SIDE OF BILL FOR A BREAimOWN OF YOUR COUNTY TAX DOLLARS " Return Bill with Payment. For a Receipt ,Enclose Self Addressed Stamped Envelope. Schedule H, Exhibit 29 MAKE CHEI;,KS PAYABLE TO: Marie Huber 230 S. Sporting Hill Road Mechanicsburg PA 17050 THIS TAX IS DUE AND PAYABLE, YOU ARE HEREBY REQUESTED TO MAKE PAYMENT THEREOF. JOYCE, RAYMONDLJR & GERALDINE JOYCE 3E~05 RIDGELAND BOULEVARD MECHANICSBURG, PA 17050 r •• r ~~• ~~•' • a TAX PAYER S COPY • I~EP THIS PORTION FOR YOUR RECORDS MUNICIPAL CODE: Hampden Twp. BILL DATE: 7!01/08 PROPERTY: 3905 RIDGELAND BOULEVARD BILL NO: 4977 MAP CODE: 10-17-1035-019 TAXES PAYABLE TO: TAX MILLS: 9.721 Marie Huber AgSFRSFfI VAI l1F• R1RR 7M Assessed Land Values $as,aso Homestead Exclusion Improvement 812z.2ao Mineral So Total $168,700.00 $0.00 Farmstead E elusion $0.00 Cumberland Valley SD Discount Face Penalt~ Rates .009721 SCHOOL R/E $451.64 .009721 $1,188.30 2 0 $1,639.94 10° Homestead Credit 0.00 Farmstead Credit $0.00 TAX AMOUNT DUE -~ 51,607.14 51,639.94 St,6o3.9: If Paid On or Before 8l15J2008 9/15/2008 10/15/2008 NO CHECKS ACCEPTED AFTER DECEMBER 15 FIRST PAYMENT SECOND PAYMENT FINAL PAYMENT N/A N7A N/A If Paid On or Before If Paid On or Before If Paid On or Before NO DISCOUNT sn5/oa 9!15/08 1a1s/oa _/_!_ $ Return Bill with Payment. For a Receipt, r • ' • • Tax Collector Signature Date Paid Amount Paid Enclose aself-addressed stamped ew~ln Schedule H, Exhibit 30 HUGGLER & SON MASONRY ~ ~ Robert & Matthew - New Cumberland, PA 17070 ~ ~ (717 770-0364 Date s~~G" ~4 =TC~ ~(~~ Name Address ~~~~ ~~~°'~'`~ ~` '"` L~ Description Amount ~~rl Cron ;~~~ 6~i•lC' ?`/r~`~ ~~ c N L C,,~ _, ~ ~ Schedule H, Exhibit 31 Messenger # ~ '? ~ ~ ~ .. Receipt# ;~{ (~ '~Q~~~ . Date ' , •, 1 ~ -`> ~ t : (~ ; Last Name(s) ~ r•~.t ((~ First Name(s) . if,~.; f ~l .', f Address ~ ` ;'~ , i r' 1 r % i / f ~- t(ry Schedule H, Exhibit 32 j Day Phone # ~' r t -' ~ ! REGISTRATION INFORMATION Yr. & Make Vehicle ' - -~ ~'~t `~ f -. ~ t 1 i Title # ~ .. `-;.^-' _. i J V.LN. # I Plate # ~ ~ ~ ,'~' ~ l j Temp. Tag # 4 PENNSYLVANIA STATE FEES i Sales Tax Title f i i. Encumbrance - i ~ Registration f - II Reg. Transfer. t Increase Fee I Reg. Renewal i Personal Plate MBRSNIP # OPERATORS INFORMATION O.L. # Date of Birth Expires CLUB FEES Temp. Tag Processing Fee Notary Fee Total Club Fees Total State Fees: Gra Total: _ `) Cjheck PA ^ Check Club Duplicate Title / f qr Cash ^ No Fee Duplicate Reg. Card f ~I a~ od - Sub. Plate/Sticker „_.~.~--- Date Submitted O.L. Renewal Date Rejected I j Learners Permit Date Resubmitted Duplicate O.L.' ~ Date Mailed/Called Lowe` IOWE'S HOME CENTERS, INC. 5500 CARLISLE PIKE MECMRNICSBURG, PA 17050 (717)610-9230 -SALE- SALES #: 52223R85 2519 01-08-09 51610 3120 9.97 4"KB' FLEX ALUMINUM DUCT 3120 SUBTOTAL: 9.97 TAX: 0.60 INVOICE 11217 TOTAL: 10.57 BALANCE DUE: 10.57 MiC: 10.57 M/C %XXXXXX%XXXX9528 776598 AMOUNT: 10.57 2223 TERMINAL: 11 01!08!09 10:07:36 # OF ITEMS PURCHASED: 1 EXCLUDES FEES. SERVICES AND SPECIAL ORDER ITENS THANK YQU FOR SHOPPING LOWE'S RECEIPT REQUIRED FOR CASH REFUND. CHECK PURCHASE REFUNDS REGUIRE 15 OAY WAIT PERIOD FOR CASH BACK. STORE MGR: JIM OUNKELBERGER Schedule H, Exhibit 33 ing INVONCE client: Joyce Zidgeiand Blvd Mechanicsburg, PA 17050 Item Number Task Time Amount Total 0712008 Moving Furniture 4.00 25.00 $100.00 08/18-08/22/08~Kitchen Demo ~ 5.00 ~ 25.00 $125.00 ~ TOTAL ~ $225.00 J 6/14/08 1 ,Schedule ;H. =~xh~~; ~. a~- M.o.D. Property Management & Remodeling John Michael CSimm ~t20 Candlewyck Road Camp Hilf, PA 17011 717-979-3727 INVOICE Client: Joyce 3905 Ridgeland Blvd Mechanicsbur , PA 17050 Date Task Time Amount Total Nov 3-12, 200 Floor re and cabinet installation 15.00 25.00 $375.00 12-Nov Material 0.00 50.00 $50.00 M.A.D. Property Management & Remodeling John Michael Dimm 420 Candlewyck Road Camp Hill, PA 17011 717-979-3727 INVOICE Client: Joyce 3905 Ridgetand Blvd Mechanicsbur , PA 17050 Dates Task Time Amount Total Dec, 2008 Labor 8.50 25.00 $212.50 Dec, 2008 Material ( rout/sealer) 52.00 52.00 $52.00 r 1 ~ - ~ 4 i ..i :_~ ..._--1~.~_.--d....-.~ _.- ~ __. _... ~.__.._-_ .__ t?1 .4%tl~i ~ Schedule H, Exhibit ~ti Tom Miller Painting 619 Forge Rd. Carlisle, PA. 17015 Invoice No. 82 INVOfCE iCustomer Name /Address \Jlty Phone Cathy Joyce 270 Reeser Rd. Mechanicsburg - PA. ZIP 17050 Misc Date 12/15/2008 Order No. -f_ Rep ~_, FOB `~ Description I Unit Price TOTAL _ Ridgeland ~ j Paint all ceilings, paint walls in second floor bedrooms, prep and paint walls and trim in bathrooms and dining room (wallpapered rooms), paint ~ walls and trim in living room, foyer and back bedroom/office, paint metal !; stair railings, paint basement and garage. ~ Rate-$40.00/hr. Total hrs -98 Total- "All materials included in rate. SubTotal Shipping 3,920.00 i Name CC # Expires Cett# 5143363 TOTAL I $ 3 Office Use Only ~' ~,~~ ~ Schedule H, Exhibit 37 T PHC!NE 766-9422 V MUMMA'S ~ ~ STORE 34 West Main SYreet,~ ~ Mechanicsburg, Pa. ~ ~ 3 ~ `~ JVLU I V / ADpRESS CITY & STATE 2 LAY-AWAY CASH CHARGE MD. RET'D C.O.D. SA E MAN T'~p\) V \ ARTICLE STOCK NUMBER LINE PRICE n \. AMOUNT SAL FE ERAL ~ .e TA INC. / NO AX ~ ~ T TA REPAI NO. OUN PAID rfp, O 9 8 ~ BAL CE 9197-2928-4668 ~2~ r,= Wallace Norte America, Inc, All rights reser~etl. -1333 Schedule H, Exhibit 38 404923 STATEMENT DATE ~~ i L ~ G' TER~~iS / TO / ~ 1 ` I'~~ f,' ~ ~~ `,' ~ iJ ~ ~.~. ADDRESS ( ~,~ 11~ j ' ~` ~ i. ~ ~ C:;,~ h rs . -~!' i i 1, C IN ACCOUNT WITH Nuisance Wiidlife P.O. Box 479 ems{ %~ ~ ~ -- . t ~ J =_ ,~ i - ' I ~. ' ~ ~ ~ n ~ L` - -- - --'- --- -_- -y-`-- ---- - -- 1' ~ ~ ~~ - __ _ _ ~~ , J ,-! ,. _- -~ _~_ ~ ~~ ~~J~_~ - _ - _ ~ ~' r ' I r ~ ~ I G .,d~~s DC5812 a a ,~ i 3 1 -~' Schedule H, Exhibit 39 Customer Account Information For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: Dec 24, 2007 Billing Period: Nov 20 to Dec 19 (29 days) Next reading on/about: Jan 23, 2008 Rate Type: Residential Billing Summary ----------Prior Balance------------------------ Prior Water Bafance Payments prior to Dec 24, 2007. Thanks! Total prior balance, Dec 24, 2007 ----------Current Water Charges---------- Service Clrarge - Water Volume ($ .001779 x 2400) Water Volume ($ . 004696 x 2400 ) STAS PAWC Water -0.44% Total Usage Billed 4800 Meter readings in current billing period: ________AIUIOUNT DUE --------------------- Meter Number N000185625 is a 5/8-inch meter. Present-estimate 629200 Last-estimate 626800 Gallons used 2400 Water Usage Comparison Monthly usage in hundred gallons. 3 :1 •,; . ~ s: 2 0 0 6 aAx x ~ ~ r`~ ~z. .. ," ~.. D J F M A M J J A S O M D 2 e a e a p a u u u e c o e p c n b r r y n 1 g p t v c p 7 '=Estimate $28.88 .00 28.88 11.85 4.27 11.27 -.O1 27.38 Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 1/22/08 wil! be subject to a 1.50% penalty. * The due date pertains to current charges only. Any past due balance should be paid immediately. * Customers may use their credit card, debit card or pay by electronic check only by calling toll free: 1-866-271-5522. Customers may also pay on-line at www.water.paymybrll.com. Aservice fee will apply. Approximately 4.20 percent or $1.14, of State taxes are included in your current bill. * Effective November 30, 2007, the State Tax Adjustment Surcharge (STAS} has been reset to 0%. * Effective November 30,2007, the PA Public Utility Commission approved a rate increase for Ferinsylvania American V'dater, which is reflected rn t/~is bill. For more information, call 1-80G-565-7292. * Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or savings account. * Have you moved or changed your phone number? Please let us know, so that we can update our customer records. To update your information, call us toll-free, 24 hours a day at 800-565-7292. * ATTENTION LANDLORDS: Interested landlords can sign up for Pennsylvania ,4merican Water's landlord revert agreement program, whereby every time a tenant moves out of the rental property, the account automatically reverts back into the landlord's name. To participate, the landlord only pays the $30 activation fee one time. For more information, please contact our customer call center at 800-565-7292. * Effective November 30, 2007, the Distribution System lrrrprovement Charge (DSIC) has been reset to 0%. This charge funds the replacernent of water distribution facilities. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com R.4W I OOAMW241 000807l00080t PCDSVC TAV06 12 AtM 9800 Schedule H, Exhibit 40 Customer Account information For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: Jan 22, 2008 Billing Period: Nav 20 to Jan 16 (57 days) Next reading on/about: Jan 23, 2008 Rate Type: Residential Meter readings in current billing period: Meter Number N000185625 is a 518-inch meter. Present-actual 632800 Last-estimate 626800 Gallons used 6000 Water Usage Comparison Monthly usage in hundred gallons. F r. 7. 2 0 0 7 Billing Summary ----------Prior Balance----------------------- Prior Water Balance Payments prior to Jan 22, 2008. Thanks! Total prior balance, Jan 22, 2008 ----------Current Water Charges---------- Service Charge Water Volume ($ .000905 x 6000) Wafer Volume ($ .005733 x 6000) STAB PAWC Wafer -0.44% Total Usage Billed 12000 ----------AMOUNT DUE --------------------- 2 0 0 8 $28.88 -85.14 -56.26 22.65 5.43 34.40 -.O1 62.47 $6.21 Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 2!19/08 will be subject to a 1.50% penalty. " Customers may use their credit card, debit card or pay by electronic check only by calling toll free: 1-866-271-5522. Customers may also pay on-line at www.water.paymyblll.com. Aservice fee wilt apply. Approximately 4.20 percent or $2.62, of State taxes are included in your current bill. Effective November 30, 2007, the State Tax Adjustment Surcharge (STAB) has been reset to 0%. `Effective November 30,2007, the PA Public Utility Commission approved a rate increase for Pennsylvania American Water, which is re/lected in this bill. For more information, call 1-800-565-7292. " Save trine and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or savings account. " IiavE you moved or changed your phone number? Please !et us know, so that we can update our customer records. To apdate your information, call us toll-free, 24 hours a day at 800-565-7292. 'ATTENTION LANDLORDS: Interested landlords can sign up for Pennsy/van~a American Water's landlord revert agreement program, whereby every time a tenant moves out of the rental property, the account automatically reverts back into the landlord's name. To participate, the landlord only pays the $30 activation fee one time. For more information, please contact our customer call center at 800-565-7292. The reading used for this bill corrects previous estimate reading. Customer Service & Emergencies 1-800-565-7292 (24 Hours) uV ~J For Hearing Impaired Customers TDD i -800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com RAW100AMW311 A1M 25369 Schedule H, Exhibit 41 J F M A M J J A S O N U J ~ b a p a n 4 ~ e t v c n Y 8 p Customer Account Information For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number; 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter lnformafion Billing Date: Jan 25, 2008 Billing Period: Jan 16 to Jan 22 (6 days) Next reading on/about: Feb 21, 2008 Rate Type: Residential Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter. Present-actual 633200 Last-actual b32800 Gallons used 400 Water Usage Comparison Monthly usage in hundred gallons. 2 2 0 0 7 Billing Summary ----------Prior Balance----------------------- Prior Water Balance Payments prior to Jan 25, 2008. Thanks! Total prior balance, Jan 25, 2008 ----------Current Water Charges---------- Service Charge Water Volume ($.006809 x 400) Total water charges, Jan 25, 2008 ----------AMOUNT DUE 2 0 0 8 $6.21 .00 6.21 2.40 2.72 5.12 Messages to you from Pennsylvania American Water Any portion of the water charges whrch is not paid as of 2/19/08 will be subject to a 1.50% penalty. * The due date pertains to current charges only. Any past due balance should be paid immediately. * Customers may use their credit card, debit card or pay by electronic check only by calling toll free: 1-866-271 Customers may also pay on-line at www.water.paymybrll.com. Aservice fee will apply. * Approximately 4.20 percent or $.21, of State taxes are included in your current bill. * Effective November 30, 2007, the State Tax Adjustment Surcharge (STAB) has been reset to 0%. * Effective November 30,2007, the PA Public Utility Commission approved a rate increase for Pennsylvania American Water, which is reflected rn this bill. For more rnformation, call 1-800-565-7292. * Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or savings account. * Have you moved or changed your phone number? Please let us know, so that we can update our customer records. To update your information, call us toll-free, 24 hours a day at 800-565-7292. * ATTENTION LANQLORDS: Interested landlords can sign up for Pennsylvania American Water's landlord revert agreement program, whereby every time a tenant moves out of the rental property, the account automatica!(y reverts back into the landlord's name. To participate, the landlord only pays the $30 activation fee one time. For more information, please contact our customer call center at 800-565-7292. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com RAW 100AMW311 001388/001388 PCE144 TAVO5 12 AtM 8264 Schedule H, Exhibit 4~ J F M A M J J A S O N ~ J n b a p a n l ~ e i v c n Y 9 P Customer Account Information Billing Summary For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: Feb 26, 2008 Billing Period: Jan 22 to Feb 22 (31 days) Next reading on/about: Mar 24, 2008 Rate Type: Residential Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter Present-actual 635100 Last-actual 633200 Gallons used 1900 Water Usage Comparison Monthly usage in hundred gallons. .•'3 "i , ~: ~i ----------Prior Balance----------------------- Prior Water Balance Payments prior to Feb 26, 2008. Thanks! Total prior balance, Feb 26, 2008 ----------Current Water Charges---------- Service Charge Water Volume ($.006809 x 1,900) Total water charges, Feb 26, 2008 ________Other Current Charges---------- Late Payment Gharge Total other charges, Feb 26, 2008 ----------AMOUNT DUE . ~! y '~ .~}~ ti? Y nl~t ~ ~~ ~~ ~ ': :=' i 2 F M A M J J A S O N D J F 2 0 e a p a u u u e c o e a e 0 ~ b r r y n I g p t v c n b 8 $11.33' -17.54 -6.21 12.00 12.94 24.94 .09 .09 $18.82 Messages to you from Pennsylvania American Water ~ Any portion of the water charges which is not paid as of 3/24/08 will be subject to a i.50 % penalty. * Customers may use their credit card, debit card or pay by electronic check only by calling toll flee: >-866-271-5522. Customers may also pay on-line at www.water.paymybill.com. Aservice fee will apply. * Approximately 4.20 percent or $i.04, of State taxes are included in your current bill. * Effective November 30, 2007, the State Tax Adfustment Surcharge (STAB) has been reset to 0%. * Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or sarongs account. * Have you moved or changed your phone number? Please !et us know, so that we can update our customer records. To update your information, call us toll-free, 24 hours a day at 800-565-7292. * ATTENTION LANDLORDS: Interested landlords can sign up for Pennsylvania American Water's landlord revert agreement program, whereby every time a tenant moves out of the rental property, the account automatically reverts back iota the landlord's name. To participate, the landlord only pays the $30 activation fee one time. For more information, please contact our customer call center at 800-565-7292. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com RAW 100AMW36{AMW371 AIM 4752 Schedule H, Exhibit 43 Customer Account Information For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: Mar 27, 2008 Billing Period: Feb 22 to Mar 24 (31 days) Next reading on/about: Apr 21, 2008 Rate Type: Residential Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter. Present-actual 636600 Last-actual 635100 Gallons used 1500 Water Usage Comparison Monthfv usage in hundred gallons- : 3 7 7 3. Billing Summary ----------Prior Balance---------------------. Prior Water Balance Payments prior to Mar 27, 2008. Thanks! Total prior balance, Mar 27, 2008 ----------Current Water Charges--------- Service Charge Water Volume ($.006809 x 1,500) Total water charges, Mar 27, 2008 _.-------AMOUNT DUE --------------------- 2 0 0 8 $18.82 -18.82 .00 12.00 10.21 22.21 $22.21 Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 4121/08 will be subject to a i.50 / penalty. '~ * Customers may use their credit card, debit card or pay by electronic check only by calling toll free: 1-866-271-5522. i Customers may a/so pay on-tine at www.water.paymybill.com. Aservice fee will apply. it 'Approximately 4.20 percent or $.93, of State taxes are included in your current bi 1. * Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or savmgs account. * Have you moved or changed your phone number? Please let us know, so that we can update our customer records. To update your information, ca// us toll-free, 24 hours a day at 800-565-7292. * ATTENTION iANDLORDS: Interested landlords can sign up for Pennsylvania American Water's landlord revert agreement program, whereby every time a tenant moves out of the rental property, the account automatica!!y reverts back into the landlord's name. To participate, the landlord only pays the $30 activation fee one time. For more information, please contact our customer call center at 800-565-7292. , Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com raaw~oo Schedule H _ Fyh ~ r; ~ ~ ~ 001058(001058 PCEGNF TAV04 1 2 M A M J J A S O N D J F M p a p a u u u e c o e a e a ~ r r y n l g p t v c n b r Customer Account Information Billir~y . - ..... _ , For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: Apr 24, 2008 Billing Period: Mar 24 to Apr 21 (28 days) Next reading on/about: May 21, 2008 Rate Type: Residential Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter. Present-actual 638100 Last-actual 636600 Gallons used 1500 ----------Prior Balance------------------------ Prior Water Balance Payments prior to Apr 24, 2008. Thanks! Total prior balance, Apr 24, 2008 ---------Current Water Charges--------- Service Charge Water Volume ($.006809 x 1,500) DSl - PAWC Charge .45% Total water charges, Apr 24, 2008 ----------AMOUNT DUE --------------------- $22.21 -22.21 .00 12.00 10.21 .10 22.31 $22.31 Water Usage Comparison Monthly usage in hundred gallons. ~, :z 1 2 0 0 7 2 0 0 8 Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 5/19/08 will be subject to a f.50% penalty. Customers may use their credit card, debit card or pay by electronic check only by calling toll free: 1-866-271-5522. "Approximately 4.20 percent or $.93, of State taxes are included in your current bill. " Celebrate Earth Day. We are! Everything from hosting an educational station at "Earth Day Along the Susquehanna River" event for 1,000 students (grades 4-7) at Nesbitt Park (April i8) to sponsoring a watershed cleanup in the Perkiomen watershed (April 19) to supporting the Fayette County Children's Groundwater Festival (April24). For more information on these and other activities, visit www.pawc.com. Select 'About Water'; then "Community." " Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or savings account. * Have you moved or changed your phone number? Please let us know, so that we can update our customer records. To update your information, call us toll-free, 24 hours a day at 800-565-7292. 'ATTENTION LANDLORDS: Interested landlords can sign up for Pennsylvania American Water's landlord revert agreement program, whereby every time a tenant moves out of the rental property, the account automatically reverts back into the landlord's name. To participate, the landlord only pays the $30 activation fee one time. For more information, please contact our customer call center at 800-565-7292. Effective A ril 1, 2008, the Distribution System Improvement Charge (DS/C) increased from 0% fo 0.45%. This charge funds the replacement of water distribution facilities. uv3~7aivv3574 PGEPXH TAV02 14 Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com aAwiooaw2~ai Schedule H, Exhibit 45 A1M ioeao A M J J A S O N D J F M A p a u u u e c o e a e a p r y n I g p 1 v c n b r r Customer Account Information For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number; 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: May 27, 2008 Billing Period: Apr 21 to May 21 (30 days) Next reading onfabout: Jun 20, 2008 Rate Type: Residential Billing Summary Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter. Present-actual 639300 Last-actual 638100 Gallons used 1200 ; Water Usage Comparison Monthly usage in hundred gallons. 6 ~, 3 .; 2 0 0 7 ----------Prior Balance---------------------- Prior Water Balance Payments prior to May 27, 2008. Thanks! Total prior balance, May 27, 2008 --____--_.Current Water Charges--------- Service Charge Water Volume ($.006809 x 1,200) DSI -PAWL Charge .45% Total water charges, May 27, 2008 ----------AMOUNT DUE -------------------- 2 0 0 8 $22.31 -22.31 .00 12.00 8.17 .09 20.26 $20.26 Messages to you from Pennsylvania American Wafer Any portion of the water charges which is not paid as of 6/23/08 will be subject to a 1.50% penalty. * Approximately 4.20 percent or $.85, of State taxes are included in your current bill. * Guard against imposters posing as utility workers: Do not op the door to anyone who cannot provide a photo ID badge. Check the service person's vehicle. All Pennsylvania American Water vehicles have the company's logo clearly displayed on the side. If there is any question about the person's identity, don t hesitate to calf us at 1-800-565-7292 to confirm service work is scheduled in the area. * Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or savrngs account. * Have you moved or changed your phone number? Please let us know, so that we can update our customer records. To update your information, call us toll-free, 24 hours a day at 800-565-7292. * Effective April 1, 2008, the Distribution System Improvement Charge (DS/C) increased from D% to 0.45%. This charge funds the replacement of water distribution facilities. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com pAwroo Schedule H, Exhibit 46 000475/000475 PCEXKN TA404 1 A1M 6626 M J J A S O N [) J F M A M a n I u e t v c n b a P a Y 9 P Y a;, Customer Account Information For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: Jun 25, 2008 Billing Period: May 21 to Jun 19 (29 days) Next reading on/about: Jul 22, 2008 Rate Type: Residential Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter. Present-actual 640$00 Last-actual 639300 Gallons used 150ff Water Usage Comparison Monthly usage in hunrlrad nallnnc V ~~ S .; 2 0 0 7 Billing Summary ---------Prior Balance---------------------- Prior Water Balance Payments prior to Jun 25, 2008. Thanks! Total prior balance, Jun 25, 2008 _.--_____Current Water Charges---------- Service Charge Water Volume ($.006809 x 1,500) DSI - PAWC Charge .45% Total water charges, Jun 25, 2008 ----------AMOUNT DUE --------------------- $20.26 -20.26 .00 12.00 10.21 .101 22.31 ~ $22.31 Messages to you from Pennsylvania American Wafer Any portion of the water charges whrch is not paid as o/ 7/21/08 will be subject to a 1.50 / penalty. * Approximately 4.20 percent or $.93, of Stale taxes are included in your current bill. * Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or savings account. * Have you moved or changed your phone number? Please lei us know, so that we can update our customer records. To update your information, call us toll-free, 24 hours a day at 800-565-7292. * Effective A ril 1, 2008, the Distribution System Improvement Charge (OSIC) increased from 0% to 0.45%. This charge funds the replacement of water distribution facilities. Customer Service & Emergencies 1-800-565-7292 (24 HOUrS) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com F{AWt00AMW731 000962/000962 PCF4WT TAV04 12 AIM 12878 Schedule H, Exhibit 47 a u u e O o e a e a A M J 2 n I g p t v c n b r P y n 0 8 Customer Account Information For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: Jul 25, 2008 Billing Period: Jun 19 to Jul 21 (32 days) Next reading on/about: Aug 21, 2008 Rate Type: Residential - ------ Billing Summary Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter. Present-actual 643900 Last-actual 640800 Gallons used 3100 Water Usage Comparison Monthly usage in hundred nallnnc v S 1 2 0 0 7 ------Prior Balance--------_--------- Prior Water Balance Payments prior to Ju125, 2008. Thanks! Total prior balance, Jul 25, 2008 __----Current Water Charges--______ Service Charge Water Volume ($.006809 x 3,100) DSI - PAWC Charge 1.08% Total water charges, Jul 25, 2008 ---------AMOUNT DUE ------------------ 2 0 0 8 $22.31 -22.31 .00 12.00 21.11 .36 33.47 $33.471 Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 8/19/08 will be subject to a 1.50% penalty. 'Approximately 4.20 percent or $1.40, of State taxes are included in your current bill. Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or savings account. "Have you moved or changed your phone number? Please Jet us know, so that we can update our customer records. To update your information, call us toll-free, 24 hours a day at 800-565-7292. Effective JuJ~ 1, 2008, the Distribution System Improvement Charge (DSIC) increased from 0.45% to 1.08%. This charge funds the replacement of water distribution facilities. Please visit our website for information about the quality of your drinking water. An annual water quality report (also called the Consumer Confidence Report) has already been provided to you earlier this year An additional copy can be obtained by contacting our Customer Service Center or by visiting our website. The website address and the Customer Service Center phone number are located at the bottom of this bill. Landlords, businesses, schools, hospitals and other groups are encouraged to share this important water quality information with water users at their location who may not receive a bill and therefore did not receive a copy of this report directly. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com RAW 100AMW591AMW871 001 t26/001126 PCFCAH TAV04 123 A 1 M 6551 Schedule H, Exhibit 48 u u e c~ o e e e a A M J J I g p t v c n b r P y n I Customer Account Information For Service To: Raymond L Joyce 3905 Ridgeland B{vd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter information Bi{fing Date: Aug 26, 2008 Billing Period: Jul 21 to Aug 20 (30 days) Next reading on/about: Sep 22, 2008 Rate Type: Residential Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter. Present-actual 644100 Last-actual 643900 ~~ ~ Gallons used `200 Water Usage Comparison Monthly usage in hundred gallons. ~~ 7 2 0 0 7 Billing Summary --------Prior Balance-------__~_._____~_ Prior Water Balance Payments prior to Aug 26, 2008. Thanks! Total prior balance, Aug 26, 2008 ---------Current Water Charges---------- Service Charge Water Volume ($.006809 x 200) DSt - PAWC Charge 1.08 /o Total water charges, Aug 26, 2008 ----------AMOUNT DUE --------------------- $33.47 -33.47 .00 12.001 1.36; .14'~ 13.50 $13.50` ~~~ ~~~ 2 0 0 8 Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 9/22/08 will be subject to a 1.50% penalty. * Approximately 4.20 percent or $.56, of State taxes are included in your current bill. * Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly from your checking or savings account. * Have you moved or changed your phone number? Please let us know, so that we can update our customer records. To update your mformatron, calf us toll-free, 24 hours a day at 800-565-7292. * USE WATER WISELY: Turn off the water while brushing your teeth. Shorten your showers. Run only full loads in the dishwasher and washing machine. Use a broom, not a hose, for cleaning sidewalks and driveways. Take your car to a car wash that recycles water. Water your lawn and plants only when they need it. For more tips, visit us at www.pennsylvaniaamwater.com. * Please visa our website for information about the quality of your drinking water. An annual water quality report (also called the Consumer Confidence Report) has already been provided to you earlier this year. An additional copy can be obtained by contacting our Gustomer Service Center or by visiting our website. The website address and the Customer Service Center phone number are located at the bottom of this bill. Landlords, businesses, schools, hospitals and other groups are encouraged to share this important water quality information with water users at their location who may not receive a bill and therefore did not receive a copy of this report directly. Customer Service & Emergencies 1-800-565-7292 (24 Hours} For Hearing {mpaired Customers TDD i-800-300-6202 (24 Hours) Visit us on the INTERNET: vvww.pawc.com RAW t00AMW911AMW951 A t M A3t33 Schedule H, Exhibit 49 u e~ o e a e a p a u u u g p t v c n b r r y n l g Customer Account Information Billing Summary For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: Oct 24, 2008 Billing Period: Sep 19 to Oct 20 (31 days) Next reading on/about: Nov 19, 2008 Rate Type: Residential ----------Prior Balance----------------------- Prior Water Balance Payments prior to Oct 24, 2008. Thanks! Total prior balance, Oct 24, 2008 ----------Current Water Charges---------- Service Charge DSl - PAWC Charge 2.44 Total Usage Billed o ----------AMOUNT DUE --------------------- $12.13 -12.13 .00 12.00 .29 12.29 $12.29 Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter. Present-actual 644100 Last-actual 644100 Gallons used 0 Water Usage Comparison Monthly usage in hundred gallons. >; r. ~. 2 0 7 2 0 0 8 Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as of 11/18/08 will be subject to a 1.50% penalty. 'Customers may use their credit card, debit card or pay by electronic check by calling toll free: 1-866-271-5522. Customers may also pay on-line at www.water.paymybilLcom. Asmall service fee will apply. Effective October 1, 2008, the Distribution System Improvement Charge (DSIC} increased from 1.08% to 2,44%. The DS/C funds the replacement of water distribution facilities. Approximately 4.20 percent or $.51, of State saxes are included in your current bill. Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bi// wilt be paid directly from your checking or savings account. "Have you moved or changed your phone number? Please let us know, so that we can update our customer records, To update your information, call us toll-free, 24 hours a day at 800-565-7292. Customer Service & Emergencies 1-800-565-7292 (24 Hours) Far Hearing impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com RAW 100AMW64 f A 1 M 26622 Schedule H, Exhibit 50 O N D J F M A M J J A S O t v c n b a P a n ~ u e i Y 9 P Customer Account information For Service To: Raymond L Joyce 3905 Ridgeland Blvd Account Number: 24-0663207-1 Premise Number: 24-0391479 Billing Period & Meter Information Billing Date: Nov 24, 2008 Billing Period: Oct 20 to Nov 18 (29 days) Next reading onlabout: Dec 19, 2008 Rate Type: Residential Meter readings in current billing period: Meter Number N000185625 is a 5/8-inch meter. Present-actual 644200 Last-actual 644100 Gallons used 100 Water Usage Comparison Monthly usage in hundred gallons. E: r. Z ~. 2 0 0 7 Billing Summary ----------Prior Balance------------------------ Prior Water Balance Payments prior to Nov 24, 2008. Thanks! Total prior balance, Nov 24, 2008 ----------Current Water Charges---------- Service Charge Water Volume ($.006809 x 100) DSI - PAWC Charge 2.44% Total Usage Billed o ----------AMOUNT DUE --------------------- $12.29 -12.29 .00 12.00 .68 .31 12.99 $12.99 2 0 0 8 Messages to you from Pennsylvania American Water Any portion of the water charges whrch is not paid as of 12/22/08 will be subll'ect fo a 1.50% penalty. * Effective October 1, 2008, the Distribution System Improvement Charge (DSIC) increased from 1.08% to 244%. The DSIC funds fhe replacement of water distribution facilities. * Approximately 4.20 percent or $.54, of State taxes are included in your current bill. * Save time and money by signing up for Pennsylvania American Water's automatic payment program. Your bill will be paid directly /rom your checking or savings account. * Have you moved or changed your phone number? Please let us know, so that we can update our customer records. To update your information, Gaff us tolf-free, 24 hours a day at 800-565-7292. * You likely noticed a new logo at the top of your bill Pennsylvania American Water is still your local wafer company but we have a new look. Our new brand represents the excellence you have come to expect and our commitment to prafecting water, our most valuable resource. Visit us at www.amwater.com. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com RAWt00AMW421AMW431 002379/007379 PCGeX7 TAV04 123 AtM 21347 Schedule H, Exhibit 51 N D J F M A M J J A S O N v c n 6 a p a~ ~i a e i o Y 9 P PENNSYLVANIA DEPARTMENT OF STATE CORPORATION BUREAU Fictitious Name Amendment, withdrawal, Cancellation (~4 Pa.C.S.) _~ Amendment (§ 312) 1 Withdrawal (§ 313) ^ Cancellation (§ 313) Name _T.L. Shade Wix, Esg./WIX, WENGER & WEIDNER Address 470 Duke Street Cin State Zip Code :Harrisburg, PA 17109-0341 Fee: $'70 Document will be returned to the name and address you enter to the left. G In compliance with the requirements of 54 Pa.C.S. Ch.3 (relating to fictitious names), the undersigned entity or entities, desiring to amend, withdraw or cancel from a fictitious name registration, hereby state(s) that: l .The fictitious name is: Just Clogs 2. The address of the principal place of business, including number and street, if any, is (the Department is authorized to conform to the records of the Department): 1:~ `Vest Main Street Mechanicsburg PA 17055 Cumberland Number and street City State Zip County 3. The Oast preceding filing with respect to this fictitious name was made in the Department on S!9/02 (Date) at 2002071-517 (Roll and Fiim). 4. ,A brief statement of the character or nature of the business or other activity to be carried on under or through the fictitious name is: _$„etail ChnP CtnrP Schedule H, Exhibit 52 WIX, WENGER & WEIDNER REMITTANCE ADVICE 60-142/313 ~.~ A PROFESSIONAL CORPORATION f ~ ~ /~ P.O. BOX 845 • U (~ HARRISBURG, PA 17108-0845 ~ q (717) 234-4182 1 LOWER PAXTON ACCOUNT ~.1 L ~ ~~;,,~~.. CHECK ..,,„, PAY ^~ '~ ~ ~t1.~ ~~~,% :1,,{- - _.""' - --'• AMOUNT 8 .~.... _ DOLLARS ~7 ~' DATE _ ~ ~ - TO THE ORDER OP DESCRIPTION - - • CHECK NO. - ~ ~ ~ ~~ , ~i-~ ~ ~ ~' ~ ~ _~"i f n 77 }} G .`:Yv4. i~'~' ~~ ~t~ ~ ~ ~ V HC viiy if ~C SEC. r LOWER PAXTON ACCOUNT kdediwtedW suuess.^ ~, ~ -1~ ~; ~ :~ _~1.~~, ~P Y~ RECORD OF EARNINGS OR PAYiv1ENTS ~~'003L8611' ~:03L301422~: 362E 86L791I' PAY PERIOD FROId TO - RATE OF P3Y ~~ ~ ~ : ' ._,_.~-e ~~~,: :;~;~,, Page 1 ;;. _ Your Bitl AecounE:Numbec : `' PPL Electric : ~ • 63330-76007 Utilities ` " lfso whct~ calling of writit4~ Electric Summary Page Service Balance as of Jan 17, 2008 $0.00 For: Char es: GERALDINE JOYCE TotalgPPL ELEC"TWC UTILITI)/S Charges $77.77 3905 RIDGELAND BLVD MECHANIC3F3UAG PA 17050 Total Charges $77.77 Pay This Amount No Dater titan Feb 7, 2(1118 X77.7 Account Balance $77,77 Questions about this bill? Please contact us by Feb 7 at 1-800-342-5775 (1-800-DIAL-PPL) or write to: Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplelectric.com El t Meter Reading Information ric ec KWH -Average Per Day Use 72 Meter #84572374 Jan 17 Actual 67878 60 Dec l4 Actual 6715b This graph shows 34 Da s KWH Billed _ 722 ur electric use yo qg over the last 13 Average -Jan 2007 2008 months. 36 "Cempperalure 42F 36F T f KWFI Per Day 22 21 yypes o 14teter Readings: Actual - Estimated ('ustomer 24 12 0 Yearly Use: Total Average Use Monthly Feb 2006 -Jan 2007 l 1401 980 Feb 2007 -Jan 2008 10413 868 Other important information on back ~ Schedule H, Exhibit 53 J F M A M J J A S O N D J 2007 Months 2008 .~.----' PPL Electric Utilities Electric Service For: GERAL,DINE JOXCE 3905 RIDGELAND BLVD MECfIANIC5BURG PA 17050 Questions about this bill? Please contact us by Mar 6 at I-800-342-5775 (1-800-DIAL-PPL) or write to: •' Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplelectric.com ~1 ; ~ ~~ ~ ~ . ~ ^.-_ •._ pp '""; :.. .. Summary Page Page 1 ~YctuF_Bil1:i4ceoiii~.l~bfFUb~r`: 63330-76007 F3se:?~#i~e ~attii' oF:~imii :>::::;:::;_:;: Electric Use 7z 60 48 36 24 12 0 KWH -Average Per Day Meter Reading Information This graph shows your electric use over the last 13 months. Types of Meter Readings: Actual Estimated Customer 0 FMAMJJASONDJF 2007 Months 2008 Meter #84572374 Feb 14 Actua] 68313 Jan 17 Actual 67878 28 Da s KWH Billed 435 Average -Feb 2007 2008 Temperature P 25F 31F KW1 I Per Day 20 16 Yearly Use: Total Averagge Use Montbly Mar 2006 -Feb 2007 l 1307 94~ Mar 2007 -Feb 2008 10299 858 Other important information on back ~ Schedule H, Exhibit 54 ,~~~ • ~"'~ ~ Page 1 ' Yom' PPL Electric . :~- 63330-76007 Utilities ' ° __ _. <t3se ~#i~a aatlui~~ir wr' ~ Q, Electric Summary Page Service Balance as of Mar 17, 2008 $0.00 For: Char es: GERALDINE JOYCE Tota~PL ELECTRIC UTILITIES Charges $61.63 3905 RiDGEI.AND BLVD MECHANICSBIJRG PA 17050 Total Charges $61.63 .:... Ttl1S Aia~ig>ott- ~~ ~a i(~1<: >~1t~TEI: ;f~ r , ~?;x011! .. ~ll . ~t . Account Balance $6L63 Questions about this bill? Please contact us by Apr 7 at1-800-342-5775 (1-,800-DIAL-PPL) or write to: Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplelectric.com Electric Dieter Reading Information KWH -Average Per Day Use 72 60 'Phis graph shows your electric use qg over the last 13 months. 36 Types of 1Vieter Readings: 24 Actual . 12 Estimated 0 Customer Meter #84572374 Mar 17 Actual 68849 Feb 14 Actual 68313 32 Da s KWH Billed X36 Average - 1\iar 2007 2008 Temperature 33F 36F KWH Per Day 19 17 Yearly Use: Total A~~eraac LTse Aionth~y Apr 2006 -Mar 2007 11098 92~ . Apr 2007 -Mar 2008 10264 8~~ MAMJJASONDJFM 2007 Months 2008 Other important information on back ~ Schedule H, Exhibit 55 1 ! I ~,;. ~ ' ~ Page 1 p p ~ ~ ~ : ~~~F Bel ~ ~,~, PPL Electric 63330-76007 Utilities __ ;:=:- -Elxe vtiea catliii~or wE'stiii+~ Electric Summary Page Service Balance as of Apr 16, 2008 $0.00 For: Char es: GERALDINE JOYCE Tota~PL ELECTRIC UTILITIES Charges $45.78 3905 RIDGELAND BLVD lvtECHANicssuRG PA t~o5o Total Charges $4.78 '£I~s;~m~g~f- ~~, Late~.>l6au ~>~~~. 7; ~#JO& ~t~'~:. Account Balance $4.78 Questions about this bill? Please contact us by May 7 at I-800-342-5775 (1-800-DIAL-PPL) or write to• Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplelectric.com • 1~Ieter Reading Information Electric KV6'H -Average Per Day Use 72 60 This graph shows your electric use 48 over the last l 3 months. 36 "T pes of Meter Readings: Actual - Estimated Customer a 24 12 0 Meter #84572374 Apr 16 Actual 69219 Mar 17 Actual 68849 30 Davs KWH Billed 370 Average -Apr 2007 2008 Tempperature 44F 46F KWH Per Day 20 12 Yearlv LTse: May 2006 -Apr 2007 May 2007 -Apr 2008 AMJJASONDJFMA 2007 Months 2008 Total Averagge Ilse Alontbly 10998 917 9993 833 Other important information on back ~ ._~_____________ ____..______o= =~L~ s~rull-msmibrclati-i a11.2I~Yi'~IVYl'ilIIIi L- -i 1"C. ICr_. -__ .. Schedule H, Exhibit 56 ~, ; ; ~` , ., ; t: PPL Electric -- pp :::;- ~ Utilities ~' " Electric Summary Page Service Balance as of May 15, 2008 Page 1 i Yoiii Bi11 Accoiiri[Num6ee R 63330-76007 LJs~ wticn calli of writi $0.00 For: Char es: GERALDINE JOYCE TOtaI~PPL ELECTRIC U"I'[LITIES Charges $68.51 3905 RIDGELAND BLVD MECHANICSBURG PA 17050 Total Charges $68.51 Pay 'This Amount Leto later than Jun. 5, 200$. __ $68.51 Account Balance ~ $68.51 Questions about this bill? Please contact us by Jun 5 at1-800-342-5775 (i-800-DLA L-PPL) or evrite to: Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplelectric.com Electric Use This graph shows your electric use over the last 13 months. Types of Meter Readings: Actual - Estimated Customer 0 KWI I -Average Per Day 72 60 48 36 24 12 0 Meter Reading Information Meter #84572374 May 15 Actual 69827 Apr 16 _Actual_ fig. 219 29 Days KWH Billed 608 Average -May 2007 2008 Tempperature 60F 58F KWEJ Per Day 17 21 Yearly Use: Total Average Usc Monthly Jun 2006 -May 2007 10715 893 Jun 2007 -May 2008 10095 841 Other important information on back '~ Schedule H, Exhibit 57 M J J A S O N D J F M A M 2007 lvtonths 2008 ,~~~ ` • • • P l r/-_ i l .~, ,~~~.- _ - p p ~ ~~ age : ~~;~$i~t ~~~ ~;~~:~ c ectr PPL E . :; 63330-76007 Utilities - - ..<=:..klae:~sFheeicakkiii~4F:tiviktiuc -:'>: Electric Summary Page Service Balance as of Jun 16, 2008 $U.00 For: Char es: ~ GERALDINE JOYCE PL ELECTRIC UTILITIES Charges $102.57 Tota1 3905 RIDGEL.AND BLVD MECxArncsBtsxGrA t~oso Total Charges $102.57 Tlb~i~1~~e>at 1'~o Later tbaa JsE . '~, 24(!& >:... $T~l~s - Accamt Balance $102.57 Questions about this bill? Please contact us by Jul 7 at1-800-342-5775 (1-800-DIAL-PPL) or write to: ~~ Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplelectric.com Electric Meter Reading Information KWH -Average Per Day Use 'Z 60 This graph.shows your electric use qg over the last 13 months. 36 Types of Meter Readings: 24 Actual 12 Estimated 0 Customer 0 ~Yt_ Next meter readin~ nn nr a nnf Meter #84572374 Jun l6 Actual 70804 May 15 Actual 69827 32 Da -s KWH Billed 977 Average-Jun 2007 2008 Tempperature 70F 67F KWH Per Day 24 31 Yearly Use: Total Averagge Use Monthly Jul 2006 -Jun 2007 10148 846 Jul 2007 -Jun 2008 ] 03 fro 864 J J A S O N D J F M A M J 2007 Months 2008 Other important information on back ~ Schedule H, Exhibit 58 ~~ i ~ ~ ~ ~ I ~.~-'' ~'~'"'':.-' Page 1 `-- ;,- ~ . _ _ ` Yc~uc Batt Aciitijtu t`Iu~iEier PPL Electric : ~.;~ 63330-76007 Utilities tJ~e:~vties~sklii~oE.tiYiiGiii ......:::-: Electric Summary Page Service Balance as of Jul 16, 2008 $0.00 For: Char es: GEt2ALDINE roYCE Tota~PL ELECTRIC UTILITIES Charges $108.98 3905 RIDGEL.AND BLVD ivtECitA~cssuxGra t7oso Total Charges $108.98 ,. . This: 4m~>a>4t Ida I.dtcr #3~aH ~i~ 6, 2005 $1(18:' _....... Account Balance $10898 Questions about this bill? Please contact us by Aug 6 at1-800-342-5775 (1-800-DIAL-PPL) or write to• Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www_pplelectric.com Meter Reading Information Electric KWH -Average Per Day Use 72 60 This graph shows your electric use 48 over the last 13 months. 36 Tvpes of bileter Readings: 24 Actual ~ 12 Estimated p Meter #84572374 Ju116 Actual 71853 Jun 16 Actual 70804 30 Da s KWH Billed 1049 Average -Jul 2007 2008 Temperature 74F 73F KWH Per Day 45 35 Yearly Use: Total Average Usc Month~y Aug 2006 -Jul 2007 10130 844 Aug 2007 - Ju12008 9982 832 Customer ~ J A S O N D J F M A M J J 2007 Months 2008 Other important information on back ~ Schedule H, Exhibit 59 ,~~~ '~ ... ~~~~...;~,.-_' Page 1 ~~ ' ~~ ~'biirBi3l.ArYNtn~Eliiiiib[c PPL Electric pp .~~'' 63330-76007 . ,. Utilities '~ '° t?~e ~4hea cattir«oe t~iitii~~ Electric Summary Page Service Balance as of Aug 14, 2008 $(1.00 For: Char es: GEI2AI.DiNE JOYCE Tota~PL ELECTRIC UTILITIES Charges $109.86 3905 RIDGELAND BLVD MECH.ANICSBURGPA 1700 Total Charges $109.$6 ~~ ~h1S A1FYYttllItlt =~+D. ~'sTtEC t~1dH. ~C ..:4, 200 <. $ I~~~ _.__.... Accotmt Balance $109.86 Questions about this bill? Please contact us by Sep 4 at1-800-342-5775 (1-800-DIAh-PPL) or write to• Customer Service '~ 827 Hausman Rd. Allentown, PA 18104-9392 www.pplelectric.com Electric Use 72 60 48 36 24 12 0 KWH -Average Per Day Meter Reading Information This graph shows your electric use over the last 13 months. T pes of D ieter Rea dings: Actual - Fstimated Customer ASONDJFMAMJJA 2007 Months 2008 Meter #84572374 Aug 14 Actual 72912 Ju116 Actual 7183 29 Davs K~•'H Billed 1039 Average -Aug 2007 2008 Temperature 77F 75F KWH Per Day 58 37 Yearly Use: Total Average Usc ALonth~v Sep 2006 -Aug 2007 10079 R40 Sep 2007 -Aug 2008 9363 780 Other important information on back ~ Schedule H, Exhibit 60 ~„~°`'~'-' ~, ; ; '•;.' • ~:.% . - Page ] ~ . _- '~- ~~~FB,3~:~~~fii1~~ PPL Electric :; ;-- pp 63330-76007 Utilities .v - 1•.~SC:Wtf~t1C81~1A 4E:SNtftlit° Electric Summary Page Service Balance as of Sep 17, 2008 $0.00 For: Char es: ~ GERALDINE JOYCE PI. ELECTRIC UTILITIES Charges $97.25 TOta) 3905 RIDGELt1ND BLVD MECHANICSBURGPA 17050 Total Charges $97.2 av:Thin.A.iEnn~[t~tl~o Lat~r.tltan QclB, 20~~i X97 2:. Account Balance $97.2 Quesfions about this bill? Please contact us by Oct 8 at 1-800-342-5775 (1-840-DIAL-PPL) or write to• .. Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplelectria_com Electric Use 60 50 40 30 20 10 0 KWH -Average Per Day Meter Reading Information This graph shows your electric use over the last 13 months. Tyypes of hLeter Readings: Actual - Estimated Customer S O N D J F M A M I J A S 2007 Months 2008 Meter #84572374 Sep 17 Actual 73829 Aug l4 Actual 72912 34 Da s KWH Billed 917 Average -Sep 2007 2008 Temperature 71 F 72F KWH Per Day 47 27 Yearly Use: Total Average Use Monthly Oct 2006 -Sep 2007 ] 0069 83~ Oct 2007 -Sep 2008 8717 726 Other important information on back ~ .r - Schedule H, Exhibit 61 PPL Electric Utilities Electric Service For: KATHY JOYCE 3905 RIDGELAND BLVD MECIIANICSBURG PA 17050 Questions about this bill? Please contact us by Nov 5 at1-800-342-5775 (1-800-DIAL-PPL) or write to: Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplelectric.com ~` ; ; ~` ' . ' ; ~`.;.•••:; ~.- Page 1 p p ~ '::. ~avF Bill ~~;~~~ •; =~ ~ 63330-76016 :::....;1:Tse:wh~ri~allin ciF:{iiiitut Summary Page Balance as of Oct 15, 2008 $0.00 Char es: Tota~PL ELECTRIC UTILITIES Charges $65.17 Total Charges $65.17 av~:TTlEis:`Alrtui~lt~t- J~p. Later, >Ihaa. J~lov. ~? 2Q0~ ~i~_T. Accotmt Balance $65.17 Electric Use This part of your bill helps you understand your electric use. Tvpes of Meter Readings: Actual - Estimated Customer 0 KVVH -Average Per Day 24 20 16 12 8 4 0 O 2007 Months 2008 Meter Reading Information Meter #84572374 Oct 15 Actual 74402 Sep l7 Actual 73829 28 Davs KWH Billed S73 The graph shows the average number of KWH you used each day. You used 573 KWH m 28 days, or an average of 20 KWH a day. The average dailyy temperature for your area last month was 60F. Other important information on back ~ in~nn Schedule H, Exhibit 62 ~; ` ~ ~'>> aaJa' Electric ~' pp' '= Utilities ~ " Electric Service For: ICATHY JOYCE 3905 IiIDGEJ.AND BLVD MECHANICSBURG PA 1700 Questions about this bill? Please contact us by Dec 5 at1-800-342-5775 (1-800-DIAL-PPL) or write to• Customer Service 827 Hausman Rd_ Allentown, PA 18104-9392 www_pplelectric.com Electric Use This part of your bill helps you understand your electric use. Tvpes of 1~'(eter Readings: Actual . Estimated Customer ~] Summary Page Page 1 Yaui Bak Acv~tiifq: JQutribtr' 63330 76016 >:k5se:wli~acakti„ orxrr"skiif - Balance as of Nov 14, 2008 $0.00 Char es: Tota~PL ELECTRIC UTILITIES Charges $15.26 Total Charges $15.26 ,, , ;;ply T6iia A~iant)~o,Later Than I3ee 5;:::2008_' ~1~:2:: Account Balance $15.26 KWH -Average Per Day 24 20 16 12 8 4 0 Meter Reading Informafion Aleter #84572374 Nov 14 Actual 74468 Oct 15 Actual 74402 30 Davs KWH Billed 66 The graph shows the average number of KWH you used each day. You used 66 KWH m 30 days, or an average of 2 KV~TI a day. The average daily temperature for your area last month was 49F. ON 2007 Months 2008 Other important information on back ~ Schedule H, Exhibit 63 R1 TTEftS TRUE VJIL.UE HARDWARE 25 VV NINtN S1"REtrT rJ1ECHANICSBURG PA 17055 717-766 7631 nnlnrd[,A nl ~ ttrui ~?t:y f'ri:.e Nui,~~,~t i_,~,,;_,~~,,, I ~ ;~,i 3. ;tl l,. L'I'.~. ,~.h_)i~ WULi . If.i[oiil ~ ~J t~r:, Id ~: ~. ~ t I ~[;~i role 3-Eiit ~~~~li `,.0~1 i h:ir~e Uu~i 1.40 THANK YOU FuR SHOPPING AT RITl'ER5 1~1ONIJAY -FRIDAY s:oOAM To s:0oPrn SATURDAY f~:UUAM TO S:OOPM SUNDAY 1U:QUAM TO 3:OOPPJI Schedule H, Exhibit 64 NC2583 A 6101 carbonless _~ams NC2583 2 PART STATEMENT S&T Lawn Maintenance 9 Kim Acres Drive ~ ~ ,1j7S Mechanicsburg Pa 17055 DATE: a•- d p TO: Gc ~~'TQ/~~e AMOUNT REMITTED lib ~i . 4 d /vim DETACH AND MAIL WITH YOUR REMITTANCE. YOUR CANCELLED CHECK IS YOUR RECEIPT. _~ ' ~ • ~~- PREVIOUS BALANCE ~ ~ ' c/Sc a /L / ~,n o0 ~~ STATEMENT Thank You Schedule H, Exhibit 65 RAYMOND JOYCE Billing Date: 01/01/08 Page 1 of 4 Telephone Number : 717 732-0932 Account Number: 717 732-0932 458 78Y Account Summary Previous Charges ~ $ 29.16 Payment Received Dec 24. Thank You. - 29.16 Balance $ .00 New Charges Verizon (page 3) $ 25.17 Verizon Long Distance (page 4) 2.42 Total New Charges Due Jan 29 $ 27.59 Total Due $ 27.59 Moving? Movinq? 1-866-VZ-MOVES Across the street or across the nation, one call can do it all. Call us for Internet, phone and entertainment in your new home. T ~'~ 50th Annual GRAMMY Awards 8e sure to watch the 50th Annual GRAMMY ® Awards on February 10, 2008, 8 pm ET/PT on CBS, as Verizon returns as the Official Broadband Sponsor for the fourth year in a row. Schedule H, Exhibit 66 KcgWattons require Y'crtron to group your charges as snown below to make rt clear which charges you must pay to avoid suspension of your local scrvicc. Basic includes charges for Iocal tailing, applicable tax and fees. Non-Basic charges include, but arc not limited to, Caller ll~, inside wire maintenance, regional and long-distance calling, interact scrvicc, DIRI;CCV and applicable tax ~mc[ fees. Non-payment of any pcist due basic charges could result in suspension of your basic local scrvicc al~tcr you rcccn~c a separate written statement. fast Duc Balances Current Charges "Dotal Basic 9~ .111) $ 25.19 ~ 25. f 9 Non-Basic ~; .(1(1 9i 4.Q I ~ 4.8 f 'T'otal ~+ .(111 9+ 3f1.f1O $ 3~1.OU Included on this pot~tion of your bill is approximately $1.41 for Pay taxes on utilities CHANGE 1N CHARGES Changes in Federal Charges Beginning on or about .Ianuary 1, 2008 l;l~fcctivc on or about .lanuary 1, 2111)'t, the. I cdcral Subscriber Line Charge may change on your main phone lint and on anv additional phone line. 'Chis charge helps pay for the costs of providing and maintaining the local network. in addition, your federal Universal Scrvicc fund (1~US1~) surcharge may change cflcctive on or about January f, 2(1118. 'fhe I~USI~ surcharge, which is authorized by the 1'CC and reviewed quarterly, provides funding for programs to kee local telephone rates afYordable Ibr all customers and to provide discounts to sc~ools, libraries, rural health care providers and low-income families. 'T'his charge is not applied to Lifeline, except for the I~USI~ surcharge on inridcntals. 33 P082 7177320932 060718 03 PA210'HBRDA1 0003:929 170000204423 Schedule H, Exhibit 67 ~. ~nerr~n Billing Date: 03/01/08 Page 1 of 6 Telephone Number : 717 732-0932 Account Number: 717 732-0932 458 78Y RAYMOND JOYCE Account Summary Previous Charges $ 30.00 Payment Received Feb 22. Thank You. - 30.00 Balance $ .00 New Charges Moving? Moving? 1-866-VZ-MOVES Across the street or across the nation, one call can do it all. Call us for Internet, phone and entertainment in your new home. Verizon (page 3) $ 25.19 Verizon Long Distance (page 4) 2.40 Total New Charges Due Mar 31 $ 27.59 Total Due $ 27.59 ~O~ Better Call Dibs on the Remote. And the Laptop. And the Phone. Get the best TV channels from DIRECTV ®, Internet up to 3M and unlimited calling. Triple Freedom is $99.99 a month for one year. Call 1-888-689-8090 today. Taxes, fees and other terms apply. Service availability varies. Do More Online than Ever, Schedule H, Exhibit 68 N ~~Z41~ RAYMOND JOYCE Account Summary Previous Charges $ 27.5_9 Payment Received Mar 19. Thank You. - 27.59 Balance $ .00 New Charges Verizon (page 3) $ 25,28 Verizon Long Distance (page 5) _2.4_0 Total New Charges Due Apr 28 $ 27.69 Total Due f''~ 6 ~ {j ~ ` 'J V ~, f. C,' < ~ ~- ~i: ~~ V~ ~ +~~ .' i ~ ~1 ~~ r~~'v, 1~~~~f4 Billing Date: 04/01/08 Page 1 of 6 Telephone Number : 717 732-0932 Account Number: 717 732-0932 458 78Y Moving? Moving? 1-866-VZ-MOVES Across the street or across the nation, one call can do it all. Call us for Internet, phone and entertainment in your new home. ~O~ Better Call Dibs on the Remote. And the Laptop. And the Phone. Get the best TV channels from DIRECTV ®, Internet up to 3M and unlimited calling. Verizon Triple Freedom is $99.99 a month for one year. Call 1-888-689-8090 today. Taxes, fees and other terms apply. Service availability varies. No More Dial Uo. No More Excuses. Schedule H, Exhibit 69 ~/. RAYMOND JOYCE Billing Date: 04/28/08 Page 1 of 4 Telephone Number : 717 732-0932 Account Number: 717 732-0932 458 78Y Account Summary Previous Charges $ 27.69 No Payment Received _ __ Past Due Charges (please pay now) New Charges .00 $ 27.69 Verizon (page 3) __ - $ 12_00 Tota_i New Charges Due _ - $ 1.2.00 Total Due ~ $ 15.69 Ptease pay upon receipt - FINAL BILL - This Final Bill may have already been referred to an outside collection agency. Pay your bi11 online at verizon.com/payfinalbill ~7ov6ng? Moving? f-866-VZ-MOVES Across the street or across the nation, one call can do it all. Call us for Internet. phone and entertainment in your new home. Schedule H, Exhibit 70 JEFFREY A. Name ~- Street Addre j ` I 1• r e1752 Cust. # Date CJ'cx~' j` State Zip PLUMIBING & HEATING, INC. Home Phone # - Work Phone # '" E-mail 6508 Brandy Lane • Mechanicsburg, PA 17050 ~-C~ ~ _ ~ ~ ~ _.. ~`"~ ~ ~ ~ 777-766-5297 I hereby authorize you to proceed with the diagnosis for a minimum charge of $,~9 ~7'_ X _ ~`-. ------- •_ - 011- ~~ ~. valve, remove water jet {Fifi ~ .i :.-•- -. - .:._. ~ : , .~~ (/'+~~ a ~ ~ / _ 1. __ / _. _ - Ca-/1- ~ ~ ant flange, faucet (MR), T slat (1 ), drain (WH), saddle dpi ~~ .1 .,~,._... ~. ilve, anode, sink p-trap, dip tube, hose faucet, ~~177 - '"'.'~!-lT~y`~TM~ ~* 5" relief valve, fankgasket, reset & reseal, shower ~e, strainer, electric element, auto vent, air gap, spud, ), T/S reverse flush, unjam (S) QU811t11]/ X.~ @a: _ Schedule H, Exhibit 71 YORK WASTE DISPOSAL, INC. 3730 SANDHURST DRIVE YORK, PA 17405 WORK ORDER#: 1108317 9/04/08 20YD OPENTOP DELIVERY 9/04/08 FUEL/ENVIRO f'cE-INDUST :** DO NOT SEND PAYMENT ~~ CREDIT CARD TO BE CHARGED :** BALANCE OLDER THEN 45 DAYS WILL INCUR 1.5% PER MTH FINANCE CHG ON 7/2/07 *~ (PAYMENT TERMS: DUE UPON RECEIPT iPlease visit our website www.yorkwaste.com ACCOUNIT STATUS 1.00 35.00 1.00 57.99 92.99 ~ra~.y_ua~.i~i-rr• . oo ~ .~. _. i__ ~__l ~~ r.~__LLt ^7 "1 Submitted By: Kathy Joyce, Executrix Mileage for estate of Geraldine L. Joyce Nov 13, 2007 setup funeral Malpezzi roundtrip 18 November 14 setup church service 10 December 13 setup estate account 26 December 5 setup estate information w/law office 30 Feb 4, 2008 take tax check to Carlisle 40 Mar 4 take tax check to Carlisle 40 July 12 clean out house 8 July 13 clean out house 8 1ul}r 14 clean out house 8 Jul}r 20 clean out house 8 Jul} 27 clean out house 8 Au€;ust 2 clean out house 8 August 10 clean out house 8 August 17 clean out house 8 August 24 clean out house 8 Au€;ust 31 clean out house 8 September 7 clean out house 8 September 14 clean out house 8 September 21 clean out house 8 September 28 clean out house 8 January 22 take tax receipts to law office 30 February 1 show house 8 February 5 take tax info to law office 30 Total miles 344 Miles at .50 cents $172.00 Schedule H, Exhibit 73 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Geraldine L.. Joyce 21 07 1095 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Internal Revenue Service, P.O. Box 16336, Philadelphia, PA 19114 8,534.00 2006 Back Taxes owed (See Schedule I, Exhibit 1) Quantum Imaging 2. Medical Bill 6.50 (See Schedule I, Exhibit 2) 3. West Shore Tax Bureau, 3607 Rosemont Ave., Camp Hill, PA 17011 164.24 2007 West Shore Earned Income Tax (See Schedule I, Exhibit 3) TOTAL (Also enter on line 10, Recapitulation) I $ $, 704.74 (If more space is needed, insert additional sheets of the same size) AUR Control: 5001].-6543 De~,artment of Treasury ~~ Notice: CP200O ~J In'~ernal Revenue $ervlce NOtlce Dat6~: February 19, 20oti PO BOX 16336 t'H:[LADELPHIA, PA 19114-0436 Socia! Security Number: 040-22-0943 Form: 1040 Tax Year: 2006 025333.417262.0220.006 3 AT 0.584 2075 To call for assistance: i~uliin~iiinni~i~Iiuu~i~in~ii~i~I~iiu~Ilnni~Iuinii ~ 1-800-t§29-8310 TOLL FREE between 8:00 AM - 8:00 PM GERALDINE L JOYCE '"fit 3905 RIDGELAND BLVD To FAX information• fti~C',e MECHANICSBURG PA 17050-2150054 215-516-2335 LOCAL FAX Contact Office of P Czarnecki 5333 --- -' • ' - - ' - • • - • • March 20, 2008 -, . ~ ~ Why are you getting this notice? The income and payment information (e.g., wages, miscellaneous income, interest, income tax withheld, earned income credit, etc.) that we have on file does not match entries on your 2006 Form 1040. If this information is correct, you will owe S8, 534. 2 ~ What steps should you take? Following these steps can help you understand this notice. Review your 2006 tax return. 2. Compare 'cur :aturn to the ie:forr~iation in the ":,e;lanation SeCiiOn -- ~7ag~; 7 . 3. Decide if the information in the Explanation Section is correct. 4. Check the answers to Freguently Asked Questions -- page 2. 5. Complete and return the RResponse Form in the enclosed envelope -- page 3 . 6. Complete and return the Installment Agreement Request (enclosed) if you need to set up a payment plan. 7• Review your rights in The Examination Process Booklet (enclosed). 3 ~ What happens if you don't respond by March zo, zoos? We will send you a final notice, followed by a bill. During this time, interest will increase and certain penalties may apply. {SP1A} CP2000 (Rev. 11/2004) Schedule I. F.xhihit 1 The proposed changes to your tax are listed below. IN3URANCE PAID BY YOU YOU DATE OPT-MOD RP SERVICE LOC comPANY AMOUNT INS ADJUST PAID owe CHARG S FOR PATIE ERALDINE JOYCE (252802 QQITA) 11-12-07 71010 114 CHEST X-RAY APPLE HI MEDICARE 36.00 19.27 11.91 4,~ 02/03/08 FILED P IMARY TO MEDICARE ART B (M 002) 03/14/08 Med'care Pay ent 19.27 03/14/08 Med'care Non Allowed 11.91 03/17/08 FILED S CONDARY 0 HIGHMAR BLUE SH ELD-NON ND (HIO 1) 05/01/08 GUARANT R RESPON IBILITY D TE (Char eID: 789 46) 11-11-07 71010-26 114 CHEST X-RAY HOLY SPI MEDICARE 36.00 6.74 27.58 1,~ 12/10/07 FILED P IMARY TO MEDICARE ART B (M 002) 03/14/08 Med'care Pay ent g_7q 03/14/08 Med'care Non Allowed 27.58 03/17/08 FILED S CONDARY 0 HIGHMAR BLUE SH ELD-NON ND (HIO 1) 05/01/08 GUARANT R RESPON IBILITY D TE (Char eID: 789 53) ADDIT ONAL INFORMA IO CONCERNING YOUR ACCOUN PLEASE CO AC US IF YOU CANNOT PAY T IS BILL. THANK YO . REFERRING RO IDER 114 IS TIMOTHY CLA K - UPIN: H23114 ADDIT CINAL STATEME T ESSAGE =or bill rlg questions, c 11 toll free 1-866-254- 629. TOTALS: 26.01 39.491 0.00 I 6. STATEMENT.-DATE RESPONSIBLE PARTY ACCOUNT# PAY THIS AMOUNT , 05-04-2'.008 GERALDINE L JOYCE 252802-QQITA 6.50 PAYhENTSpECENEDAFfERTNISSTATEMENTDATEWILLAPPEARONYDURNEXTSTATEhENT. PAYNENTDUEUPDNRECEIPL TNANI(YOU. MAKE CHECK PAYABLE TO. DAYS 0 - 30 31 - 60 61 - 90 91 -120 Over 120 ACCOUNT AGING 6.50 O.O 0.00 0.00 O.0 QUANTUM IMAGING & THERAPEUTIC ASSOCI FOR ONLINE ACCESS TO YOUR ACCOUNT VISIT US AT: https:llwww.ezmedinfo.comllgita INVOICE #: 802776 FOR BILLING QUESTIONS CALL 1-866-822-8415. Balance reflects current patient responsibility only and does not include charges pending with your insurance carrie~W 54 0101 PS]1-165 L0:15544 STOCK = F-AW Schedule I, Exhibit 2 WEST SHORE TAX BUREAU 3607 Rosemont Avenue PO Box 656 Camp Hill, PA 17011 Phone (717) 761-900 Fax (717) 975-8955 www.westab.org email: westshoretax@paonline.com REQUEST FOR PAYMENT November 1 S, 2008 SSN: 040-22-0943 GERALDINE J JOYCE THE ESTATE OF 3905 RIDGELAND BLVD MECHANICSBURG PA 17050 a~ ~~~ ~~~-~ Our records indicate that there is a balance due on your West Shore Earned Income 'Tax return for the year 2007. The following is a breakdown of the amount payable to this Bureau by 12/15/2008. Tax Balance Due S 152.05 Penalties Due $ 6.09 Interest Due S 6.10 Total Balance Due: 5164.24 The following errors were found on your return which may have resulted in the above balance due: Notes) Payment was not received with your tax return. In order to avoid any further correspondence, other charges and the initiation of collection procedures, please give this your prompt attention and remit payment on or before 12/15/2008. The authority for administering this tax is Act 511, P.L. 1257 of the Commonwealth of Pennsylvania. Failure to pay tax, penalty and interest may result in a Wage Attachment or the filing of a Civil Action which will result in additional costs being added to the amount due. You are entitled to receive a written explanation of your rights with regard to the audit, appeal, enforcement, refund, and collection of local taxes by calling the West Shore Tax Bureau at (717) 761-4900 during the hours of 8:00 am - 4:30 pm, Monday through Friday. Sincerely, West Shore Tax Bureau B:~TCFI #: 05403-029 RH Schedule I, Exhibit 3 REV-1513 EX + (g~~00) SCHEDULE J COMMON\NEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Geraldine l_. Jovice 21 n7 ~ nay RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trusteels) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. (Raymond Joyce -son Lineal 72,868.84 601 Riverstix Lane, Mechanicsburg, PA 17050 2. ILorri Bass -daughter Lineal 72,868.84 438 Orrs Bridge Road, Camp Hill, PA 17011 3. Michael Joyce -son Lineal 72,868.84 205 Hemlock Road, New Cumberland, PA 17070 4. Mark Joyce -son Lineal 72,868.84 10173 150th Court North, Jupiter, FL 33478 5. Kathy Joyce -daughter Lineal 126,884.23 270 Reeser Road, Camp Hill, PA 17011 6. Kelsey Joyce -granddaughter Lineal 12,300.00 205 Hemlock Road, New Cumberland, PA 17070 7. Spencer T. Bass -grandson Lineal 410.00 438 Orrs Bridge Road Camp Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ ~Ir more space Is neeaea, Insert addltlonal sheets of the same size) r E ~a,~'+•~ T' s~~~~ ~1"~ ~~ " ~rY q r ~,0 1 +,k. 2 s ~ j ~ f ., k r' S.Y.-. ~t.e- +~?` LAST WILL AND TESTAMENT OF GERALDINE L. JOYCE KNOW ALL MEN BY THESE PRESENTS, that I, GERALDINE L. JOYCE, }presently residing in Hampden Township, Cumberland County, Pennsylvania, do hereby make, declare and publish this as my Last Will and Testament, hereby revoking all former Wills and Codicils heretofore made by me. 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 death as shall be found convenient. GIFTS II. Personal and Household Effects. I bequeath my automobiles, household and personal effects and other tangible property of like nature (not including cash or securities) together with any existing insurance thereon, to my husband, RAYMOND L. JOYCE, JR., if he survives me by thirty days. Should my husband, RAYMOND L. JOYCE, JR., not be living on the thirty-first day after my death, I bequeath such tangible personalty and insurance thereon to my children, living on the thirty-first day after my death, to be divided among them, with due regard for their personal preferences, in as nearly equal shares as practical. Should any child of mine not be living on the thirty-first day after my death, leaving issue to survive him/her, said child's share shall be allotted to his/her then living issue, if any, per stirpes, and in default of such issue, such share shall be added to the share of my other child, or if predeceased then to the issue of such other children, per stirpes. 1 intend to leave a memorandum setting forth suggestions as to the distribution o1' certain items and, while the memorandum is not to be legally binding, I horn the suggestions in it will be carried out. III. ,~~t;~1~tLrY Estate n, I:'give, devise and bequeath the rest, residue and remainder of my estate, whet,lt(tt' xoal,a personal or mixed and of any nature whatsoever and wherever ,~ ~= ~ - <}~~, _.. _.,, .....~ :,aci P ?'~ . by thirty (30) days <:._. .., . _. _ , _ B. In the event that my husband, RAYMOND L. JOYCE, JR., should predecease me or not be living on the thirty-first (31St) day after my death, I give, devise and bequeath that business known as Just Clogs and all of its assets and inventory to my daughter, KATHY LYNN JOYCE, if she survives me by thirty (30) days. I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed, and of any nature whatsoever and wherever situated, to my children, in equal shares. Should any of my children not be living on the thirty-first day after my death, leaving issue to survive him/her, his/her share shall be paid to his/her issue, per stirpes, and in default of such issue, such share shall be added to the share of my other children, or if predeceased then to the issue of my other children, per stirpes. ADMINISTRATIVE PROVISIONS IV. Fiduciaries. I hereby nominate, constitute and appoint my husband, RAYMOND L. JOYCE, JR., as Executor of this my Last Will and Testament. In the event that my said husband, RAYMOND L. JOYCE, JR., shall predecease me, or be unwilling or unable to act as Executor, as aforesaid, then I nominate, constitute and appoint my daughter, KATHY LYNN JOYCE, as Executrix of this my Last Will and Testament. If she is unable or unwilling to serve, I appoint my son, RAYMOND L. JOYCE, III, as Executor. V. No Executor (Executrix) shall be required to give bond or enter security for the performance of his/her duties. VI. My Executor (or Executrix) shall have, in addition to the powers and authority conferred upon her by law, the following additional discretionary powers and authority: 1. To retain any property received by him (her). 2. To sell at public or private sale, exchange, lease, mortgage or pledge any property, real or personal, at any time constituting a portion of trusts herein created, and upon such terms and conditions as the Executor (Executrix) shall deem wise. 3. To invest any money at any time in such bonds, stocks, notes, real estate, mortgages, life insurance annuities or other securities, or such property, real or personal, as the Executor (Executrix) shall deem wise, without -2- r ..,... .. , a _._ . .. .. ., ~ ~.:..:.._ .... .. , . =--es ==u =~ -,,~- a==~- e..~...;za-or r~aaa o= aaw regarcaing investments Executor (Executrix). 4. To retain, without incurring any liability, as investments, any property owned by me at the time of my death, as long as he (she) deems it wise, and even though such property is not the kind of property the Executor (Executrix) would purchase as an investment; and even though to retain such property might violate sound diversification principles. 5. To cause any security or other property which may at any time constitute a portion of my estate to be issued, held or registered in his (her) own name, or in the name of a nominee, or in such form that title will pass by delivery. 6. To operate the business known as Just Clogs until such time as transfer can be made to the beneficiary named herein. 7. 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 my estate, and to take any action with reference to such securities which, in the opinion of the Executrix, is necessary to obtain the benefit of any such reorganization, consolidation, readjustment or sale; to exercise any conversion privilege or subscription right given to him (her) as the owner of any securities constituting a portion of my estate; to accept and hold, as a portion of my estate, securities resulting from any reorganization, consolidation, readjustment, sale, conversion or subscription. 8. To pay all costs, taxes, charges and expenses in connection with the administration of my estate, including compensation to the Executor (Executrix). 9. To determine what is "Income" and what is "Principal" hereunder, and his (her) 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 Executor (Executrix) may determine. 10. To transfer, sell, exchange, partition, lease, mortgage, pledge, give options upon, or otherwise dispose of any property at any time held by him (her), at public or private sale or otherwise. -3- j 1 ' .. .. _.,,a.,. .,,;.., 1';.~::eu. a,~>~n4H,e..v..s:. ,.•~ rfr~'?ati.f t}„<,~~~.L ti.f'r.. ..`t fi- or _ ,...,,t-....r...a.~..raw.:,ro..~.w.~:rt..,,..:. ~+r,:°~.v; :~u ~t5. ~r.=r:R..~ ~,s•,yr;,~.°,d.=;.Fx:N°;e~~~~S&W..t6~*t':..';•~^"~a3_ .r'~-..~-R:.4.. - ;;s~._ ~t ~'~•. "' ''ii:''To'liorrow mone from an y y gerson;~firm or corporation for the purpose~of " ~`V" protecting and preserving or improving my estate; to execute promissory notes or other obligations for amounts so borrowed. 12. To make distributions in cash or in kind. 13. To execute and deliver all documents necessary or appropriate for the exercise of his (her) powers. 14. To employ legal counsel, accountants, brokers, investment advisors, custodians, managers and other agents and employees and to pay them reasonable compensation out of my estate or out of any fund held hereunder to which said compensation is attributable. 15. To do all other acts in his (her) judgment necessary or desirable for the proper and advantageous management, investment and distribution of my estate. VII. 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 descendants. TAX PROVISIONS VIII. 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 to which such taxes are attributable pass under this Will or not, shall be paid out of my residuary estate; that my Executor (Executrix) pay, or provide for payment of all such taxes at such time or times, and in such manner as my Executor (Executrix) deems best. IX. Tax Options. I authorize my Executor (Executrix): A. Death Taxes. To exercise any options available in determining and paying death taxes in my estate; B. Income Taxes. To join with my husband in filing a joint income tax return; and ~, C- c ~ -4- JOYCE, the Testatrix to TNESS WHEREOF, I, GERALDonEve (5) sheets of paper which I IN ~ t ewritten hand this, my Last Will and Testament, Yp m si nature, hereunto set my have identified at the bottom of each pa 2002. y g and seal the GLcu~day of GERALDINE L. JOYC of this and four (4) other typewritten The preceding instrument consisting GERALDINE L. JOYCE, the signature of the Testatrix, GERALDINE pages, each identified by ned, published and declared by iesence of was on this day and date thereof sig Testatrix therein named, as and for her resencellof each other have L. JOYCE, the uest, in her presence, and in th p us, who at her req subscribed our names as witnesses. _7 ~- - ~`~-- ~/ = c -`i-~?~1 ~~- t s~ ~. t ~~~ ~ ~ 5 _ ~~~~4 *, ~#Y.r_ ~'~.?.. _,. 'S, a ':? . ~ n~iiCC ~ ,1%is ~ 'wv .~ -- ~- - r.~rrrr•iv' ciF CUMBERLAND I, GERALDINE L. JOYCE, 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. ERALDINE L. ~ CE Sworn or affirmed to and acknowle ged before me, by GERALDINE L. JOYCE, the Testatrix, this J sr day of ~.,.,~ , 2002. /J - Notary Public Chi J. RSP~ITH, terry P C~ i~ 8a~, C-~rti C~'~q ,~-; . _, .. _.~ e..... ~.. _. ., i...ti~Ba....:a.;t-. atc~.a[:itlinY'd~~rt~,.y-yt5~+'sE?#~.5"i"u.~'~1~1~1~';~.~ S ~ : ~,._~I ~ s,:kl We, ~an~y ~ ~ ~n~~ /~iem4.s ~ ~ ~4~P~ ,and ~chQ~d ~: ~cn~e~/ ,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 GERALDINE L. JOYCE 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, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~~ ~ ~ ~ ~~-~.~ ~ `~ Sworn or affirmed to and/f~ubscribed to before me by /1/a~cY ~. . ~°/Je-r' 7ho.has 1,~. C:4P/~~' ,and ~~~ha~/ ~'. ~o~~rei/ witnesses this far day of ~u~u6 f , 2002. Notary tdOTAREAL SEA! (~ORIA J. CUWPcRSM~ITN, idot~ry P~lic ~ }.~{ gam, Cu;~'~'ta~d Cocutip ~ ~ ~~~ June 21~20~3 ~3- ~ ~" ` j a w ~ ~~,, ~ ~ ~ ~ ~~ ~, rte- - ~~' ~/, ~ ~ ~ ors // ,~,fG