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Home My WebLink About06-08-0915056041192 REV-1500 Ex (06-05) OFFICIAL USE ONLY PA Departmentof Revenue County Code Year File Number Bureau oflndividualTaxes INHERITANCE TAX RETURN PO BOX 280801 Harrisburg, PA 77128-0801 RESIDENT DECEDENT 21 0 8 0 9 51 ENTER DECEDENT INFORMATION BELOW 09 08 2008 12 20 1937 Decedent's Last Name Suffix Decedent's Frst Name MI Hauck Sandra L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Frst Name MI spouse's Social security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return D 2. Supplemental Retum p 3. Remainder Retum (date of death prior to 12-13-82) 0 4. Limited Estate D 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust S. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death D 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 Elyse E• Rogers, Esquire 717 612 x,801 Frm Name (If Applicable) Keefer Wood Allen & Rahal, LLP Frst line of address 635 North 12th Street, Suite 400 Second line of address City or Post Office Lemoyne . /26rrespon n~~mail'a~idress: erogers@keeferwood.com State ZIP Code PA 17043 o `.~' REGISTERpFi~ LS USEOdQ[1' _'~ =L C7 ' T; I i OJ c~ ; i t.'; c ~: . . _~ ~_> -~~ ~ - y, , ., _~ ==1 ~ ._ ; ~' f\: N DATE FILED es perjury,) clarethatlhaveexaminedthisreturn,includingaccompanyingschedulesandstatements,andtothebestofmyknowledgeandbelief, it is , cor c and comp) e. Declaration of the preparer otherthan personal representative is based on all inf E RSON PON I LINGRETURN DATE ADDRESS ~~ ~ r- ~ .--. [3 See schedule attached ~ _~,_~ ADDRESS Ely E. Rogers, squlr 635 N. 12th treet, Suite 4~moyne, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041192 15056041192 Estate of: Sandra L. Hauck Executor Eric R. Lohr Tammy K. Hoffman 1761 Powderhorn Road 409 Hopi Drive Middletown, PA 17057 Mechanicsburg, PA 17050 171-30-6591 J Rev-1500 EX Decedent's Name: Sandra L. Hauck RECAPITULATION 1. Real estate (Schedule A) ......................................... 1. 2. Stocks and Bonds (Schedule B) .................................... 2, 3. gosely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ......... 5. 6. Jointly Owned Property (Schedule ~ O Separate Billing Requested ...... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested ...... 7, 8. Total Gross Assets (total Lines 1-7) ................................ g, 870,000.00 509,880.44 317,790.00 0.00 596,498.56 0.00 98,621.87 2,392,790.87 9. Funeral Expenses & Administrative Costs (Schedule H) .................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... 10. 11. Total Deductions (total Lines 9 & 10) ................................ 11. 12. Net Value of Estate (Line 8 minus Line 11) ................... .......... 12. 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. 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 .00 D • D D 15. 18. Amount of Line 14 taxable at lineal rate X .045 2 ,15 6, 3 4 8 • 8 4 i s. 17. Amount of Line 14 taxable at sibling rate X .12 D • D D 17 18. Amount of Line 14 taxable at collateral rate x .15 0 • D 0 18 19. TAX DUE .......................................... .......... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056042193 147,D95.52 89,346.51 236,442.03 2,156,348.84 D.oD 2 48.84 0.00 97,035.70 0.00 0.00 97,035.70 O Slde 2 15056042193 15056042193 J Rev-1500 EX Page 3 Decedent's Complete Address: Fle Number 21 08 0951 DECEDENTS NAME Sandra L. Hauck STREET ADDRESS 3817 Conestoa a Road CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 97,035.70 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 94,000.00 C. Discount 4,851.79 Total Credits (A + B + C) (2) 98.851.79 3. Interest/Penalty if applicable D. Interest 0.00 E. Penalty 0.00 Total Interest/Penalty (D + E) (3) 0.00 4. If Llne 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Page 2, Llne 20 to request a refund. (4) 1,816.09 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (gg) 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? .......................................... 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. Sect. 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. Sect. 9116(a)(1.1)(ii)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. Sect. 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. Sect. 9116(1.2) [72 P.S. Sect. 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. Sect. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-'1502 EX+(8-98) SCHEDULE A COM NOHERTANCEOTAXRETURNANIA I REAL ESTATE RESIDENTDECEDENT ESTATE OF FILE NUMBER Sandra L. Hauck 21 08 0951 All real property owned solely or as a tenant in common must be reported atfair marketvalue. Fair market value is defined as the price atwhich property would (If more space is needed, insert additional sheets of the same size) REV-1503 EX+(8-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCETAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Sandra L. Hauck 21 08 0951 All property jointly-owned with right of survlvorhslp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Altri Group Inc 2,302.77 Per Estate Val 2 Bank of America Corporation 6,168.42 Per Estate Val Dividend on above stock declared prior to decedent's death 114.18 3 Chevron Corporation New 14,493.66 137.5635 shares in Schwab account 4080-6526 41.3485 shares in Schwab account 7111-1125 Per Estate Val Dividend on above stock declared prior to decedent's death 116.30 4 Chubb Corporation 11,983.05 Per Estate Val 5 Dow Chemical Company 3,927.15 Per Estate Val 6 Exelon Corporation 7,171.54 Per Estate Val Dividend on above stock declared prior to decedent's death 54.46 7 Exxon Mobil Corporation 6,111.80 Dividends Dividend on above stock declared prior to decedent's death 31.84 8 Fairpoint Communications Inc 35.16 Per Estate Val 9 Heinz H J Co 5,812.87 Per Estate Val 10 Idearc Inc 19.80 Per Estate Val 11 Intel Corp 8,125.68 Per Estate Val Total from continuation Schedule(s) 443,411.76 TOTAL (Also enter on line 2, Recapitulation) 509,880.44 (If more space is needed, insert additional sheets of the same size) Page 2 Estate of: Sandra L. Hauck Schedule B -Stocks and Bonds Item Value at Date Number Description of Death 12 Johnson & Johnson 7,738.08 Per Estate Val Dividend on above stock declared prior to decedent's death 49,72 13 JP Morgan & Chase Co 4,688.01 Per Estate Val 14 Kellogg Company 3,004.75 Per Estate Val Dividend on above stock declared prior to decedent's death 18.34 15 Lockheed Martin Corp 12,004.37 Per Estate Val Dividend on above stock declared prior to decedent's death 42,82 16 McKesson Corporation 7,275.20 Per Estate Val Dividend on above stock declared prior to decedent's death 15.09 17 MetLife Inc 8,652.61 Per Estate Val 18 Microsoft Corp 6,519.66 166.2949 shares in Schwab account 4080-6526 84.4612 shares in Schwab account 7111-1125 Per Estate Val Dividend on above stock declared prior to decedent's death 27.58 19 Nike Inc Class B 9,103.04 Per Estate Val Dividend on above stock declared prior to decedent's death 35.09 20 Pepsico Incorporated 5,615.30 Per Estate Val Dividend on above stock declared prior to decedent's death 34.15 21 Pfizer Incorporated 3,749.31 Per Estate Val TOTAL. (Carry forward to main schedule) ...... 68,573.12 Page 3 Estate of: Sandra L. Hauck Schedule B -Stocks and Bonds Item Value at Date Number Description of Death 22 Philip Morris Intl Inc 5,618.13 Per Estate Val 23 PPL Corporation 10,932.94 Per Estate Val 24 Procter & Gamble 5,766.48 Per Estate Val 25 Rohm & Hass Co 4,121.35 Per Estate Val 26 Verizon Communications 8,106.98 Per Estate Val 27 Alcatel Lucent ADR 153.71 Per Estate Val 28 Berkshire Hathaway CI B 7,952.00 Per Estate Val 29 Comcast Corp New CIA 2,352.05 Per Estate Val 30 Honeywelllnternational 1,745.93 Per Estate Val Dividend on above stock declared prior to decedent's death 9.84 31 Intl Business Machines 13,506.64 Per Estate Val Dividend on above stock declared prior to decedent's death 57.86 32 Time Warner 889.19 Per Estate Val Dividend on above stock declared prior to decedent's death 3.56 33 IBM 155.81 1.335 shares in dividend reinvestment account Per statement Value per Estate Val 34 Columbia Value & Restructuring 9,075.82 Per Estate Val TOTAL. (Carry forward to main schedule) ...... 70,451.29 Page 4 Estate of: Sandra L. Hauck Schedule B -Stocks and Bonds Item Value at Date Number Description of Death 35 Janus Fundamental Equity 4,940.87 Per Estate Val 36 Janus Growth & Income Fund 7,968.50 Per Estate Val 37 Lazard Emerging Markets 10,219.66 Per Estate Val 38 SSGA Intl Stock 31,964.28 Per Estate Val 39 T Rowe Price Growth 8,548.50 Per Estate Val 40 Vanguard Wellington Fund 12,247.38 Per Estate Val 41 Sector SPDR Consumer Fund 3,640.16 Per Estate Val 42 Vanguard Tax Managed Fund Europe Pac ETF 13,607.90 Per Estate Val 43 Vanguard Itl Equity Index Fund EMR Mkt ETF 14,670.18 Per Estate Val 44 Vanguard Index Funds MCAP VL IDXVIP 12,296.34 Per Estate Val 45 Vanguard Index Funds MCAP GR IDXVIP 11,199.76 Per Estate Val 46 Vanguard Index Funds SML CP GRW ETF 8,821.22 Per Estate Val 47 Vanguard Index Funds SM CP VAL ETF 8,328.98 Per Estate Val 48 Vanguard Index Funds Growth ETF 12,626.84 Per Estate Val 49 Vanguard Index Funds Value ETF 12,224.07 Per Estate Val 50 $50 US Savings Bond Series EE 08/1992 L503216189EE 25.00 TOTAL. (Carry forward to main schedule) ...... 173,329.64 Page 5 Estate of: Sandra L. Hauck Schedule B -Stocks and Bonds Item Value at Date Number Description of Death Interest on above bond accrued as of decedent's death 34.56 51 $50 US Savings Bond Series EE 03/1992 L499676168EE 25.00 Interest on above bond accrued as of decedent's death 35.74 52 $100 US Savings Bond Series EE 06/2000 C711036935EE 50.00 Interest on above bond accrued as of decedent's death 18.56 53 $50 US Savings Bond Series EE 07/1992 L502082363EE 25.00 Interest on above bond accrued as of decedent's death 34.56 54 $50 US Savings Bond Series EE 03/1992 L499676166EE 25.00 Interest on above bond accrued as of decedent's death 35.74 55 $50 US Savings Bond Series EE 03/1992 L499676165EE 25.00 Interest on above bond accrued as of decedent's death 35.74 56 $50 US Savings Bond Series EE 03/1992 L499676167EE 25.00 Interest on above bond accrued as of decedent's death 35.74 57 $50 US Savings Bond Series EE 03/1992 L499676171 EE 25.00 Interest on above bond accrued as of decedent's death 35.74 58 $50 US Savings Bond Series EE 03/1992 L499676170EE 25.00 Interest on above bond accrued as of decedent's death 35.74 59 $50 US Savings Bond Series EE 03/1992 L499676169EE 25.00 Interest on above bond accrued as of decedent's death 35.74 60 Westmoreland County 5% due 08/15/10 15,756.30 Per Estate Val Interest on above bond accrued as of decedent's death 47.92 61 Bucks Co PA Grand View A dtd 05/06/04 matures 07/01/2034 25,000.00 Per Estate Val TOTAL. (Carry forward to main schedule) ...... 41,392.08 Page 6 Estate of: Sandra L. Hauck Schedule B -Stocks and Bonds Item Value at Date Number Description of Death 62 Bucks Co Grand View B dtd 05/06/2004 matures 07/01/2034 25,000.00 Per Estate Val 63 New Jersey Ed Fac Au dated 08/18/05 maturity 07/01/2037 3.25% 25,000.00 Per Estate Val 64 New Jersey EFA Rev Ref dated 04/13/07 maturity 07/01 /2037 4.1 % 25,000.00 Per Estate Val 65 Countrywide Home 4.125% 09/15/09 14,368.29 Per Estate Val Interest on above bond accrued as of decedent's death 297.34 TOTAL. (Carry forward to main schedule) ...... 89,665.63 REV-1504 EX+(8-98) COMMONWEALTH OF PENNSYLVANIA INH ERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHI P ESTATE OF FILE NUMBER Sandra L. Hauck 21 08 0951 Schedule C-1 or C-2 (includingallsupporting information) must beattached foreach closely-held corporation/partnership interestof the decedent, other than a sole-proprietors hip. See instructions for the supporting information to be su bmitted for sole-proprietors hips. (If more space is needed, insert additional sheets of the same size) REV -i soe EX+(8-sa) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Sandra L. Hauck 21 08 0951 Include the proceeds of litigation and the date the proceeds wen; received by the estate. All properly jointly-owned with right of survivorship must be disclosed on Scheduel F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Members 1st Federal Credit Union Checking 183139-11 50.00 Per 10/07/08 letter 2 Wachovia Bank Checking Account 1000294473659 13,821.96 Per 10/16/08 letter Interest on above item accrued as of decedent's death 0.11 3 Members 1st Savings Account 183139-00 311.43 Per 10/07/08 letter Interest on above item accrued as of decedent's death 0.06 4 Wachovia Bank Savings Account 3000027807542 504.47 Per 10/16/08 letter Interest on above item accrued as of decedent's death 0.05 5 Commerce Bank Money Market Account 0538126467 34,660.30 Per 10/06/08 letter 6 Charles Schwab Money Market Account 4080-6526 39,015.24 Per statement 7 Charles Schwab Money Market Account 7111-1125 67,673.35 Per statement 8 Smith Barney Money Market Account 724-71416-12-528 149.08 Per Statement 9 Smith Barney Money Market Account 724-71435-19-528 1,285.07 Per statement 10 Members 1st Federal Credit Union 183139-40 CD 104,393.03 Per 10/07/08 letter Interest on above item accrued as of decedent's death 100.90 11 Graystone Bank CD 3000021918 109,848.27 Per 09/26/08 letter Interest on above item accrued as of decedent's death 154.33 Total from continuation Schedule(s) 224,530.91 TOTAL (Also enter on line 5, Recapitulation) 596,498.56 (If more space is needed, insert additional sheets of the same size) Page 2 Estate of: Sandra L. Hauck 21 08 0951 Schedule E -Cash, Bank Deposits, and Misc. Personal Property Item Value at Date Number Description of Death 12 Fulton Bank CD 022-0264512 50,000.00 Per letter Interest on above item accrued as of decedent's death 791.64 13 Mid Penn Bank CD 309002156 102,463.23 Per 10/08/08 letter Interest on above item accrued as of decedent's death 679.51 14 Wachovia Bank CD 8370 50,698.12 Per 10/16/08 letter Interest on above item accrued as of decedent's death 51.89 15 Wachovia refund 30.25 16 Erie Insurance Refund 348.00 17 Diversified Data Systems Paycheck 3,095.77 18 Returned Florida Keys Deposit Check 2,800.00 19 Jewelry 12,447.50 20 Misc Household Items 1,125.00 TOTAL. (Carry forward to main schedule) ...... 224,530.91 REV-1510 EX+(8-9B) COMMONWEALTH OFPENNSYLVANIA INH ERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Sandra L. Hauck 21 08 0951 This schedule must be completed and filed if the answerto any of questions 1 through 4on the reverse side of the REV-1500 COVER SH EETis yes. ITEM NUM DESCRIPTION OF PROPERTY INCLUDE NAMEOFTRANSFEREE,RELATIONSHIPTODECEDENT& DATE OFTRANSFER. ATTACH COPYOFDEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET %OFDEC'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE 1 Charles Schwab IRA Contributory #6097-1246 92,815.11 100 92,815.11 Per Estate Val Beneficiaries: Two of decedent's children, Eric Lohr and Tammy Hoffman 2 Charles Schwab Roth IRA Account #6096-8246 3,247.27 100 3,247.27 Per Estate Val Beneficiaries: Two of decedent's children, Tammy Hoffman and Eric Lohr 3 Sovereign Bank IRA Acct 1208700342 (formerly 2,559.49 100 2,559.49 Waypoint Bank Acct 9500002647) Beneficiaries: Two of decedent's children, Tammy Hoffman and Eric Lohr TOTAL (Also enter on line 7, Recapitulation) I 98,621.87 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(10-08) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENTDECEDENT ESTATE OF FILE NUMBER Sandra L. Hauck 21 08 0951 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Rolling Green Cemetery 6,078.00 2 Neil Funeral Home 10,895.02 3 Vissagio's Castel Castanga, wake 3,381.26 B. ADMINISTRATIVE COSTS: ~. Personal Representative'sCommissions 41,600.00 Name of Personal Representative(s) Eric R. LOhr/Tammy K. Hoffman" Street Address 1761 Powderhorn Road / *409 Hopi. Drive City Middletown / *Mech$nicsburg State PA Zip 17057/ *170 0 Year(s) Commission Paid: 2009 2. Attorney Fees 19,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 1,134.00 5. Accountant's Fees 650.00 6. Tax Return Preparer's Fees See schedule attached 64,357.24 TOTAL (Also enter on line 9, Recapitulation) I 147,095.52 (If more space is needed, insert additional sheets of the same size) Estate of: Sandra L. Hauck Schedule H, Part B -Administrative Costs Miscellaneous Expenses Page 2 21 08 0951 Item Number Description Amount 7 UGI 42.96 8 Charles Schwab, quarterly fee 317.66 9 Kelly Hazzard, Max's Euthanasia 180.00 10 PPL 113.86 11 Pam Aldis, repayment for return of QVC items ordered by decedent prior to 28.62 date of death 12 Wachovia, check fee 18.00 13 UGI 44.68 14 PA American Water 49.98 15 Hampden Township, water and sewer bill 138.65 16 PPL 54.09 17 Verizon 5 22 18 PA American Water 17.18 19 Comcast Cable 56.81 20 Stamps (for paying bills) 20.16 21 Keith Walunus, drylock basement 266.27 22 PPL 33.75 23 Verizon 28 23 24 PA American Water 13.69 25 Settlement charges associated with sale of 850 Wesley Drive, 46,383.12 Mechanicsburg, PA Settlement charges $49,600 minus $3,216.88 adjustments for items paid by seller in advance 26 Settlement charges associated with sale of 3817 Conestoga Road, Camp Hill, 15,597.67 PA TOTAL. (Carry forward to main schedule) ...... 63,410.60 Page 3 Estate of: Sandra L. Hauck 21 08 0951 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 26 $16,495 settlement charges minus $897.33 adjustments for items paid by seller in advance 27 Wachovia Bank, non-sufficient funds fee 35.00 28 UGI 254.22 29 PPL 34.24 30 PA American Water 10.82 31 UGI 162.05 32 Tammy Hoffman, jewelry appraisal and AAA fee 193.00 33 Smith Barney, UMA product from 1-1-09 to 01-12-09 23.69 34 Cumberland Law Journal, legal advertising 75.00 35 The Sentinel, legal advertising 158.62 TOTAL. (Carry forward to main schedule) ...... 946.64 REV-1512 EX+(12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Sandra L. Hauck 21 08 0951 Report debts incurred by decedent prior to death which remained unpaid as of date of death, Including unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 DDS Shareholder Loans Balance Outstanding at DOD 33,507.69 2 Hampden Township EMS 60.00 3 Bonton, payment of credit card balance 300.00 4 PA American Water Company, check written prior to, but clearing after 52.73 decedent's date of death 5 Unknown check written prior to, but clearing after decedent's date of death 7.08 6 US Treasury, 2008 estimated income tax 8,000.00 7 PA Department of Revenue, 2008 quarterly estimated tax 1,530.00 8 Crumay Parnes 24.05 9 GE Money Bank 800.00 10 Wells Fargo Financial Bank, pay off Mountz account 3,990.00 11 Discover Card, pay off balance 843.92 12 BonTon 650.29 13 Little Switzerland, pay off balance 5,527.00 14 Macy's 726.46 15 CitiBank (South Dakota) N.A. 500.00 16 Quantum Imaging & Therapeutic 1.20 17 Premier Eye Care Group 170.00 18 PA Gastroenterology Consult. 47.00 19 Spirit Physician Services 170.00 20 Conner Rich Associates 246.47 21 Camp Hill Emergency Phy 18.00 Total from continuation Schedule(s) g2 ~ 7d ~~ TOTAL (Also enter on line 10, Recapitulation) I 89,346.51 (If more space is needed, insert additional sheets of the same size) Page 2 Estate of: Sandra L. Hauck 21 08 0951 Schedule I -Debts of Decedent, Mortgage Liabilities, and Liens Item Value at Date Number Description of Death 22 Home Shopping Network 410.50 23 Kantor &Tkatch Associates 94.00 24 Center F/Kidney Disease 640.00 25 Quantum Imaging & Therapeutic 84.32 26 Pulmonary & Critical Care Assoc 1,445.80 27 PA Dept of Revenue, 2008 quarterly estimated payment 1,530.00 28 US Treasury, 2008 quarterly estimated payment 8,000.00 29 Kantor &Tkatch Assoc 28.00 30 US Treasury, Final 1040 7,925.00 31 PA Dept of Revenue, Final PA 40 1,017.00 32 Loan from DDS to pay federal and state quarterly taxes 11,000.00 TOTAL. (Carry forward to main schedule) ...... 32,174.62 REV-1513 EX+(8-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA I BENEFICIARIES INHERITANCETAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Sandra L. Hauck 21 08 0951 NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llst Trus s AMOUNT OR SHARE OF ESTATE T TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Eric R. Lohr Son 804,074.42 1761 Powderhorn Road Middletown, PA 17057 Tammy K. Hoffman Daughter 772,295.43 409 Hopi Drive Mechanicsburg, PA 17050 David Lohr Son 579,978.99 6336 Galleon Drive Mechanicsburg, PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15THROUG H 18, ASAPPROPRIATE,ON REV-1500 COVER SH EET TT NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) Estate of Sandra L. Hauck Date of Death: September 8,2008 Pennsylvania Inheritance Tax Shares of Beneficiaries References are to Pa Inheritance Tax Return Schedules Schedule: A B C E G Total Assets Deductions: H I Residue Total Shares Residue Eric Tammy $ 870,000.00 $ 509,880.44 $ 174,784.50 $ 143,005.50 $ 596,498.56 $ 1,976,379.00 $ 49,310.94 $ 224,095.44 $ 49,310.94 $ 192,316.44 $ (147,095.52) $ (89,346.51) $ 1,739,936.97 $ 579,978.99 $ 804,074.43 $ 579,978.99 $ 772,295.43 David $ - $ 579,978.99 $ 579,978.99 ~~ ~ ~ ~Y U~ Illlll ~ 7CllQ]L ~Q~ ~ ~~ ]CIYbc~ICIl~ OF SANDRA L. HALTCK I, SANDRA L. HAUCK, of Hampden Township, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me heretofore made. ITEM I: Family Information. I am not married. I have three children: ERIC R. LOHR, DAVID S. LOHR and TAMMY K. BEDARD. These and any other children born to or adopted by me are described in this VSTill as "my children," or as "a child of mine." Any person born to or adopted by issue of mine is to be included as issue of mine. Provided, however, no adopted person shall benefit under this Will unless the order or decree of adoption is entered before the adopted person attains the age of twenty-one (21) years. ITEM II: Death Taxes. Except as provided in Item III, I direct that all inheritance and estate taxes becoming due by reason of my death, whether payable by i~ny estate or by any recipient of any property, shall be paid by the Executor out of the residue of my estate, as an expense and cost of administration of my estate, except that no taxes shall be charged against any gift qualifying for the marital or charitable deduction in my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. Page 1 ~~, ~6C- ITEM III: Gift of Diversified Data Stock. I give my stock of DIVERSIFIED DATA SYSTEMS, INC. as follows: (i) FIFTY-FIVE PERCENT (55%) to my son, ERIC R. LOHR; and (ii) FORTY-FIVE PERCENT (45%) to my daughter, TAMMY K. BEDARD. If either of my children px•edecease me, his or her gift under this Item shall be paid to his ox' her then living issue, per stirpes. Each beneficiary shall bear his or her proportionate share of death tax attributable to this gift of stock, which taxes may be paid by the Executor fx•om other property passing to or for the benefit of that beneficiary under this Will. ITEM IV: Debts and Final Expenses. I direct the Executor to pay the expenses of my last illness, my legally enforceable debts, and my funeral expenses from the residue of my estate as an expense and cost of administration of my estate. ITEM V: Tangible Personal Property. I may leave a written list in my safe deposit box or elsewhere disposing of certain items of my tangible personal property. The Executor shall dispose of items of my personal property as specified in the written list. If no written list is found in my safe deposit box or elsewhere and properly identified by the Executor within thirty (3U) days after the probate of my Will, it shall be presumed that there is no other statement or list. Any subsequently discovered list shall be ignored. I give any property of the type described in this Item and not set forth in a written list to my children, to be divided among them as they shall agree. Should there be no Page 2 S.~ ~ agreement, the Executor shall divide this property among them in as nearly equal portions as the Executor, in the discretion of the Executor, deems appropriate, having due regard to the personal preferences of my children. ITEM VI: Residue. The residue of my estate shall be divided into as many equal shares as there are then living children of mine and then deceased children of mine represented by then living issue . One (1) share shall be distributed to each living child, and one (1) share shall be distributed to the then living issue, per stirpes, of each deceased child. If any issue of a deceased child has not attained the age of thirty (30) years at the tune of distribution, the share of the beneficiary who has not attained that age shall be held by ERIC R. LOHR, as Trustee, IN TRUST NEVERTHELESS and shall be administered and distributed as follows: (i) The Trustee shall pay to the Beneficiary in convenient, at least annual, installments so much of the net income as the Trustee, in the discretion of the Trustee, considers necessary for the reasonable support, maintenance, health care and education, including college or other post-secondary education, of the Beneficiary. Income not distributed shall. be accumulated and added to principal. (ii) The Trustee shall also pay to the Beiaeficiary so much of the principal as the Trustee, in the discretion of the Trustee, considers necessary for the reasonable support, maintenance, health care and education, including college or other post-secondary education, of the Beneficiary. Page 3 ~4 /~ ~ ~ ~ __ i (iii) Upon the attainment of the age of thirty (30) years by the Beneficiary, the Trust shall terminate and the Trustee shall distribute to the Beneficiary the remaining assets of the Trust. (iv) Should the Beneficiary die before final distribution of the assets of his or her Trust, the Trust shall terminate and the Trustee shall pay the assets of the Trust to the then living issue of the Beneficiary, per stirpes. However, if any issue has not attained the age of twenty-five (25) years at the time of distribution, the Trustee shall continue to hold the share for that issue as Custodian under the Pennsylvania Uniform Transfers to Minors Act for the benefit of that issue. (v) If before final distribution of the assets of any Trust established for my issue, there is no living beneficiary of that Trust, it shall terminate. The assets of the Trust shall be paid to the then living issue, on a per stirpital basis, of the nearest deceased ancestor (with issue living at the time of distribution) of the Beneficiary who is me or my issue. However, if there is then in existence any trust created under this Will for the benefit of that issue, the share which would have been distributed to that issue shall be added to the principal of his or her trust, to be administered and distributed as provided in this Will. ITEM VII: Adini.nistrative Powers. In addition to the powers granted at law, the Executor shall possess the following powers, each of Page 4 ~L ~~ which shall be construed broadly and may be exercised without court approval, but in a fiduciary capacity only: (a) To retain any investments I have at my death, including specifically those consisting of stock of any bank even if I have named that bank as the Executor. (b) To vary investments and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property, real or personal, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (c) In order to divide the principal of my estate or make distributions, the Executor is authorized to distribute personal property and real property partly or wholly in kind, and to allocate specific assets among beneficiaries so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executor is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, or other obligations, with as wide powers as an individual owner in fee simple. (d) To sell either at public or private sale any or all real or personal property severally or in conjunction with other persons, and to consummate sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated. to see to the application of the purchase money ar to make inquiry into the validity of any sale. The Executor is authorized to Page 5 ~~~,~ make, execute, acknovs~ledge and deliver deeds, assignments, options or other writings as necessary or convenient to carry out the powers conferred upon the Executor. (e) To mortgage real estate, and to make leases of real estate. (f) To borrow money from any person, including the Executor, to pay indebtedness of mine or of my estate, expenses of administration or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate. (g) To pay all costs, taxes, expenses and charges in connection with the administration of my estate. (h) To make distributions of income and of principal to the proper beneficiaries, during the administration of my estate, with or without court order, in such manner and in such amounts as my Executor deems prudent and appropriate. (i) To exercise voting x•ights with respect to securities which form a part of my estate, and to exel°cise all the powers incident to the ownership of securities. (j) To unite with other owners of property similar to property in my estate to carry out any plans for the reorganization of any company whose securities form a part of my estate. (k) To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the Page 6 ~~ ~~ following means: as beneficiary under a v~~ill, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos tx•ansfer, and as a donee under a third-party beneficiary contract. (1) To prepare, execute and file tax returns of any type required by applicable law, and to make all tax elections authorized by law. (in} To allocate administrative expenses to income or to principal, as the Executor deems appropriate. However, no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate tax marital deduction or estate tax charitable deduction. (n) To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor deems appropriate, and to compensate these persons fx•om assets of my estate, without affecting the compensation to which the Executor is entitled. (o) To make any adjustment to basis authorized by law, including, but not limited to increasing the basis of any property included. in my estate, whether or not passing under this VVi11, by allocating any amount by which the bases of assets may be increased. The Executor shall be under no duty and shall not be required to allocate basis increase exclusively, primarily, or at all to assets which pass as part of xny probate estate as opposed to other property for which a basis adjustment is allowable. The Executor shall allocate basis increase equitably among those beneficiaries receiving property as a result of my death, but shall not be liable to any person, nor P~ rrP ~ l~ .~~ subject to removal or surchax•ge, for any reasonable allocation of basis increase. (p) To compromise claims. {q) To do all other acts in the Executor's judgment deemed necessax•y or desirable for the proper and advantageous management, investment and distribution of the estate. ITEM VIII: Survival. Any person who has died. within thirty (30) days of my death, or under such circumstances that the order of our deaths cannot be established by proof, shall be deemed to have predeceased ine. ITEM Iii: Executors. I make the following provisions with respect to Executors: (a) I appoint my children, ERTC R. LOHR and TAMMY K. BEDARD, or the survivor of them, to be the Executors, collectively referred to as "Executor". {b) In the event that ERIC R. LOHR is unable or refuses to serve as Trustee, TAMMY K. BEDARD shall serve as Trustee. (c) Thereafter, each Trustee shall have the power to appoint his or her successor. (d) Each appointment of a successor Trustee shall be in writing and shall be filed with the court in the jurisdiction which is the situs of the Trust. The written instrument shall be signed by the person having the power to make the appointment. L I Page 8 ~, i/ ~ (e) The Executor and Trustee shall have the right to receive reasonable compensation for services rendered and reimbursement for reasonable expenses. (f) Neither the Executor nor the Trustee shall be liable or accountable for any loss that may result from the good faith exercise of the authority granted in this ~~~ill. (g) Each Executor and Trustee are specifically relieved from the duty of filing bond or entering security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding eight (8) pages, at the end of each page of which I have also set my initials for greater security and better identification this ~ /.~ day of ~I ~ , 20 of ~. ~~ (SEAL) SANDRA L. HAUCK We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof; the said Testatrix was of sound and disposing mind and memory. !1 ~ (SEAL) Residin at / l~ g ~~b ~1C1 ~~. ~ ~ ~ (SEAL) Residing at ~S 7 ,S . ~~ -~~.~Qi ~ / D L~yu c S ~r--~ I ~" / ~c~ ~ l' ACKNOWLEDGMENT COMMON4~'EALTH OF PENNSYLVANIA ) SS: COUNTY OF ) I, SANDRA L. HAUCK, 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 V~'ill and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~~ ~~ SEAL ( ) SANDRA L. HAUCI~ Sworn to and subscribed before me this o2~.r..~ day of 20 D5. ~~. Notary Pub is My Commission Expires: (SEAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J. RULE, Notary Public Camp HIII Boro., Cumberland County My Commission Expires February 3, 2008 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ~ ) SS: We, Jr~ ~ t ,. ~ and ~( ~ the Witnesses whose names are signed to the attached or fo going instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, SANDRA L. HAUCK sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and that she executed said Will 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 ~~ritnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. 1 ~ fitness "~ ~ J Witness Sworn to and subscribed before me this ~ day of 20p~ -~ Notary Pu tic My Commission Expires: (SEAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J. RULE, Notary Public Camp Hill Boro., Cumberland County r>ny Commission Expires February 3, 2008 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF tNDIVIDUAt TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 010604 LOHR ERIC R 1761 POWDERHORN ROAD MIDDLETOWN, PA 17057 told ESTATE INFORMATION: ssiv: t7t-3o-6591 FILE NUMBER: 2108-0951 DECEDENT NAME: HAUCK SANDRA L DATE OF PAYMENT: 12/08/2008 POSTMARK DATE: 1 2/08/2008 couNTY: CUMBERLAND DATE OF DEATH: 09/08/2008 REMARKS: ERIC LOHR CHECK#125 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5 94, 000.00 1 1 REV-1162 EX(11-961 TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY: 594,000.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER OMB NO- 2502-0265 -~r A. B. TYPE OF LOAN: U DEPARTMENT OF HOUSING & URBAN DEVELOPMENT S 1.QFHA 2.QFmHA 3. QX CONV. UNINS. 4. ~VA 5. QCONV. INS. . . SETTLEMENT STATEMENT 6. FILE NUMBER: 7. LOAN NUMBER: g. MORTGAGE INS CASE NUMBER: 441-8688789-703 C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked '(POCJ" were paid outside the closing; they are shown here for informational purposes and are not included rn the totals. 1.0 3798 (WIISON,DOUGLAS.PFD/08102.119x25) D. NAME AND ADDRESS OF BORROWER: Douglas B. Wilson 885 Crandon Way Mechanicsburg, PA 17050 Charles J. Wilson 726 W. Arron Drive State College, PA 16803 E. NAME AND ADDRESS OF SELLER: Estate of Sandra L. Hauck 3817 Conestoga Road Camp Hill, PA 17011 F. NAME AND ADDRESS OF LENDER: M & T Bank One Fountain Plaza Buffalo, NY 14240 G. PROPERTY LOCATION: 3817 Conestoga Rd Camp Hill, PA 17011 H. SETTLEMENT AGENT: 23-2332041 Residential-Commercial Abstract, Inc. I. SETTLEMENT DATE: December 12 2008 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 3621 North Front Street Harrisburg, PA 17110 , J. SUMMARY OF BORROWER'S TRAN SACTION K. SUMMARY OF SELLER'S TRA NSACTION 101. Contract Sales Price 210,000.00 401. Contract Sales Price 210,000.00 102. Personal Pro ert 402. Personal Pro ert 103. Settlement Char es to Borrower Line 1400 10,318.23 403. 104. 404. 105. 405. r rr v 106. Cit /Town Taxes to 406. Cit /Town Taxes to 107. Count Taxes 12/13/08 to 01/01/09 22.70 407. Count Taxes 12/13/08 to 01/01/09 22.70 108. School Tax 12113!08 to 07/01/09 846.00 408. School Tax 12/13/08 to 07!01/09 846.00 109. Sewer/Trash OcUNov/Dec 12/13/08 to 01/01/09 28.63 409. Sewer/Trash (OcUNov/Dec) 12/13/08 to 01/01/09 28.63 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 221,215.56 420. GROSS AMOUNT DUE TO SELLER 210,897.33 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De osit or earnest mone 5,000.00 501. Excess De osit See Instructions 202. Princi al Amount of New Loans 207,264.00 502. Settlement Char es to Seller Line 1400 15,495.00 203. Existin loans taken sub'ect to 503. Existin loans taken sub'ect to 204. 504. Payoff of first Mortgage 205. 505. Pa off of second Mort a e 206. 506. 207. 507. De osit disb. as roceeds 208. 508. 209. Seller Assist 1,000.00 509. Seller Assist 1,000.00 us ments or terns n ar a er A ustments or terns n ar a ler 210. Cit /Town Taxes to 510. Cit /Town Taxes to 211. Count Taxes to 511. Count Taxes to 212. School Tax to 512. School Tax to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 213,264.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 16,495.00 300. CASH AT 5ETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER: 301. Gross Amount Due From Borrower Line 120 221,215.56 601. Gross Amount Due To Seller Line 420 210,897.33 302. Less Amount Pai y/F rrower (Line 220) ( 213,264.00) 602. Less Reductions Due Seller (Li 520) ( 16,495.00 303. CASH (X FRO O BORROWE 7,951.56 603. CASH (X TO ) L 194,402.33 ~~~ w~ ~~,~,y„=~ „~~~~c n ~ e rece~pLol a completes copy or pages Irxz of trns statement any attach n ~f to herein. Borrower /4/ /1.~--'' Seller a of San a L. uck Do a . Wils r' . +r Charles J. Wilson HUD-1 (3-86) RESPA, H84305.2 Pa e 2 L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price ° PAID FROM PAID FROM Division of Commission line 700 aS FOIIOWS: BORROWER'S SELLER'S 701. $ 6,325.00 to ReMax Realty Associates FUNDS AT FUNDS AT 702. $ 6,275.00 to ERA-NRT, InC. SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 12,600.00 704. Transaction Fee to ReMax Realt Associates, Inc. 295.00 800. IT S PAYA LE IN C NNECTION WITH LOAN 801. Loan Ori ination Fee % to 602. Loan Discount % to 603. Appraisal Fee to Kirchmeyer & Associates, Inc. 385.00 604. Credit Report to CBC POC:L6.25 805. Inspection Perf PostClos to M & T Bank 100.00 806. Mort a e Ins. A .Fee to M & T Bank 807. Assumption Fee to M & T Bank 808. Flood Cert Fee to First American FDS 8.00 909. Application Fee to M & T Bank 200.00 910. Processing Fee to M & T Bank 195.00 911. M&T Doc Prep Fee to M & T Bank 400.00 D Y PAI I ADV NC 901. Interest From 12/12/08 to 01/01/09 @ $ 31.231562/day ( 20 days %) 624.63 902. Mort a e Insurance Premium for months to HUD 3,564.75 903. Hazard Insurance Premium for 1.0 ears to 904. 905. 1 0 . RE RVE DEPO ITED WITH ENDER 1001. Hazard Insurance 3.000 months $ 31.92 er month 95.76 1002. Mort a e Insurance months $ er month 1003. Cit /Town Taxes months $ er month 1004. Count Taxes 11.000 months $ 36.44 er month 4D0.84 1005. School Tax 6.000 months @ $ 128.66 per month 771.96 1006. months $ er month 1007. months $ er month 1008. A re ate Ad'ustment months $ er month -469.46 11 .TITLE CHAR ES 1101. Settlement or Closin Fee to 1102. Abstract or Title Search to 1103. Title Examination to 1104. Title Insurance Binder to 1105. Electronic Download Fee to Residential-Commercial Abstract, Inc. 25.00 1106. Nota Fees to Residential-Commercial Abstract, Inc. 20.00 1107. Attorney's Fees to includes above item numbers: 1108. Title Insurance to Residential-Commercial Abstract Inc. 1 408.75 includes above item numbers.1102, 1103, 1104 & 1108 1109. Lender's Coverage $ 207,264.00 1110. Owner's Coverage $ 210,000.00 1,408.75 1111. Endorsements 100/300!8.1 to Residential-Commercial Abstract, Inc. 150.00 1112. Closing Protection Letter to Old Republic National Title Insurance Company 35.00 1113. Courier Fees to Residential-Commercial Abstract, Inc. 25.00 120 . GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mortgage $ 54.50; Releases $ 93.00 1202. Cit /Count Tax/Stam s: Deed 2,100.00• Mort a e 2,100.00 1203. State Tax/Stam s: Revenue Stam s 2,100.00; Mort a e 2,100.00 1204. Tax Parcel Identifier Fee to Cumberland Count Recorder of Deeds 20.00 1205. 130 .ADDITIONAL SETTLEMENT CHARGES 1301. Surve to 1302. Pest Ins ection to 1303. Tax Certification to Residential-Commercial Abstract, Inc. 5.00 1304. Home Warrant to AHS 495.00 1305. Transaction Fee to ERA-NRT, Inc. 165.00 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 10,318.23 15,495.00 By signing page 1 of this statement, the signatories acknowledge receipt of a Certified to be a true copy. completed copy of page 2 of this two page statement. ial- ommercial Abstract, Inc. eme Agent ( 08102.119 1 08102-119 / 25 ) Conestoga Title Insurance Co. Settlement Statement U.S. Department of Labor and Urban Development 123 East King Street, Lancaster PA 1 7602 Phone 1-8U0-732-3555 In Lancaster 299-4805 FAX 717-295-7155 OMB No 2502-0265 e unn_~ uwcnoen curl c - I CIVICIY 1 -- B. T pe of Loan 1. [ ]FHA 2. [ J FmHA 3. [ ]Conv. Unms. 4. [ ] VA 5. [ ]Conv. Ins. 6. File Number 7. Loan Number: 8. Mortgage Insurance Case Number. C NOTE. This form furnishes a statement of settlement costs. Amouts paid to and by the settlement agent are shown. Items marked "(p,o.c)" were paid outside the closing; they are shown for informational purposes and are no[ included in the totals ~ D Name & Address of E Wech Holdings, LLC E Douglas W. Wech o 1224 Highlander Way 6 M . Name, Address and TIN of Seller: ric R. Lohr and Tammy K. Hoffman, Co-Executors f the Estate of Sandra L. Hauck 35 N. 12th St., Suite 400, Lemo ne, PA 17043 . F. Name & Address of Lender Commerce BanklHarrisburg 3801 Paxton Street Harrisburg, PA 17111 echanicsburg, PA 17050 T IN of Seller. 30-6172630 G Property Location: P 850 Wesley Drive, Mechanicsburg 4 Lower Allen Township M Cumberland County, Pennsylvania P lace of Settlement 4 West Main Street echanicsburg, Pennsylvania 17055 hone: (717) 697-8528; FAX: (717) 697-7681 H. Settlement Agent: Keith O. Brenneman Date of Settlement: Dec. 8, 2008 J. Summary of Borrower's Tr nsaction K. Summary of Seller's Transaction 100. Gross Amount Due from'Borrower 400. Gross Amount Due to Seller 101. Contract sales price 102. Personal property $660,000.00 401. Contract sales price 402. Personal property $660,000.00 103. Borrower's settlement charges (line 1400) $16,092.25 403 104. Mortgage Payoff 404 105 405 Adjustments for items paid by seller in advance 106. City/town taxes to Adjustments for items paid by seller in advance 406. City/town taxes to 107. County taxes 12/08/08 to 12/31!08 108. Assessments to $109.61 407. County faxes 12/08/08 to 12/31/08 408. Assessments tp $109.61 109. School Taxes 12108/OB to 06/30!09 $3,107.27 409. School Taxes 12/08!08 to 06/30/09 $3,107.27 110 410 111 411 112 412 113 413 120. Gross Amount Due Frorn Borrower $679,309.13 420. Gross Amount Due to Seller $663,216.88 200. Amounts Paid by or in Behalf of Borrower 500. Reductions in Amount Due to Seller 201. Deposits or earnest money $5,000.00 501. Excess deposit (see instructions) 202. Principal amount of new loan(s): $528,OOO.OD 502. Settlement charges to seller (line 1400) $39,600.00 203 SD3. Existing loan(s) taken subject to 204 504. Payoff of first mortgage 205 505. Payoff of second mortgage 206 Credit for roof replacement $10,000.00 506 Credit for roof replacement $10,000.00 207 507 208 508 209 509 Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210. City/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213 to 513 to 214 514 215 515 216 516 217 517 218 519 220. Total Paid Bylfor Borrower $543,000.00 520. Total Reduction of Amount Due to Seller $49,600.00 300. Cash at Settlement Frorn/to Borrower 600. Cash at Settlement To/from Seller 301. Gross amount due from borrower (line 120) $679,309.13 601. Gross amount due to seller (line 420) $663,216.88 302. Less amounts paid by/for borrower (line 220) $543,000.00 602. Less reductions in amount due seller (line 520) $49,600.00 303. Cash [X J from [ ] to Borrower $136,309.13 603. Cash [ X ] to [ ]from Seller $613,616.88 Substitute Form 1099 Seller Statement The information in Blocks E, G. H, I & fine 401 (or if line 401 is asterisked, line 403 and 404) is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not en reported. If this real estate is your principal residence, file FORM 2119, Sale or Exchange of Principal Resident gai r income tax return; for other transactions, complete the applicable parts of Form 4797, Form 6252 and/or Sc le D (Form 4 Yo ~e required to provide the Settlement Agent (named above) with your taxpayer identification number. If you do t provde the S ent en with your taxpayer identification number, you may be subject to civil or criminal penalties imposed by law. Under penalti o erjur , cert y Iha! the number shown on this statement is my correct taxpayer identification number. ° ~~~~/`~~. Seller y~, 7UOV Total SaleslBroker's Commission: (based on price) 660,000 @ 5% Paid from Paid from Division of Commission (line 700) as follows: Borrower's 701 33,000.00 to Landmark Commercial Realty, Ina Funds at Seller's Funds al 702 Settlement Settlement 703. Commission paid at Settlement 33,000.00 704 800. Items Payable in Connection with Loan 801. Loan Origination Fee .5 % to Commerce Bank 2,640.00 802. Loan Discount 803. Appraisal Fee 804. Credit Report to 805. Lender's Inspection Fee 606. Mortgage hrsurance Application Fee 807. Flood Certification Fee to Commerce Bank/Harrisburg 6.00 808. TaxlJudgrnent Search Fee to Commerce BanklHarisburg 105.00 809. Document Preparation Fee to Commerce Bank/Harrisburg 500.00 810. Plan Review to 811. Assumption Fee to 812 813 814 900. Items Required by Lender to Be Paid In Advance 901 _ Interest from to @ per day 0.00 902. Mortgage Insurance Premium for 903. Hazardlnsurance Premium for __. 904 905 1000. Reserves Deposited with Lender 1001. Hazard Insurance months @ per month 0.00 1002. Mortgage hrsurance months @ per month 0.00 1003. City property taxes months @ per month 0.00 1004. County property taxes months @ per month 0.00 1005. Annual assessments months @ per month 0.00 1006. School taxes months @ per month 0.00 1007 ' ID08 1009. Aggregate Accounting Adjustment 1100. Title Charges 1101. Settlemenllclosing Fee 1102. Abslract/title fee 1103. Title examination 1104. Title insurance binder 1105. Document preparation 1106. Notary fees 1107 Attorney's fees to Snelbaker & Brenneman, P.C. 2,389.50 (includes above item numbers 1108. Title insurance to Keith O. Brenneman, Agent, Conestoga Title Insurance Company 3,458.75 (includes above item numbers 1101-1105) 1109. Lender's coverage: $528,000.00 1110 Owner's coverage: $660,000.00 1111. Insured Closing Letter to Conestoga Title insurance Company 35.00 1112. Endorsements 100, 300, 910 and 710 to Commerce BanklHarrisburg 200.00 1113 1200. Government Recording and Transfer Charges 1201. Recording Fees: Deed: $48.50 Mortgage: $64.50 M/L Stip: 113.00 1202. City/county tax/stamps Deed: $6,60D.00 Mortgage: 6,600.00 1203. Stale tax/stamps Deed: $6,600.00 Mortgage: 6,600.00 1204 Assignment of Rents recording fee 35.00 1205 1206 1300. Additional Settlement Charges 1301. Survey 1302. Pest Inspection 1303. Courier Fee to 1304. Tax Certification Fee to Bonnie K. Miller, Treasurer 10.00 1305 1306 1307 1308 1400. Total Settlement Charges (This number transfers to Lines 103 8 502 Above 16,092.25 39,600.00 Certificatjprr~ • ~•~•~ ~a•=•~•~~r ~_•~_~~_~ ~~~_ ~ ~~ -~ ~_~~~~~~~~~~< <d ~~~~~~ ~ me u of my repo e e ano oener a is a true ana accurate statement or all reciepts and disbursements made on my ac ount or by me in this tra action. I fu certify that I h ve received a copy of the HUD-1 Settlement Statement a Wech Holdings, LLC Borrower as W. W ch Iler Eric-Ra Lo Borrower / Seller Tammy K. Hoffman, C ecutors of Estate of Sandra L. Hauck "fo the best of my knowledge the HUD-1 Settlement Statement which I have prepared is true and accurate account of the funds which were received and have a or will be disbursed by the undersigned as part of the settlement of this transaction. ~ Settlement Agent Dafe: December 8, 2008 Keith O renneman WARNING. It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. Charles Schwab Account 4080-6526 Date of Death: 09/08/2006 Estate of: Estate of Sandra Hauck Valuation Date: 09/08/2008 Account: 90772 Processing Date: 10/17/2008 Report Type: Date of Death Number of Securities: 36 File ID: Hauck, Sandra Estate Schwab 4080-6526 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) 11) 15000 COUNTRYWIDE HOME LOANS MTN BE (22237LPM8) Financial Times Interactive Data DTD: 09/16/2004 Mat: 09/15/2009 4.125% 09/08/2008 95.78860 Mkt 95.788600 Int: 03/15/2008 to 09/08/2008 15000 WESTMORELAND CNTY PA MUN AUTH REV REF B (961017LB4) Financial Times Interactive Data DTD: 08/15/2003 Mat: 08/15/2010 5% 09/08/2008 105.04200 Mkt 105.042000 Int: 08/15/2008 to 09/08/2008 108.035 ALTRIA GROUP INC (022095103) COM New York Stock Exchange 09/08/2008 21.85000 20.78000 H/L 21.315000 178.4068 BANK OF AMERICA CORPORATION (060505104) COM New York Stock Exchange 09/08/2008 35.70000 33.45000 H/L 34.575000 Div: 0.64 Ex: 09/03/2008 Rec: 09/05/2008 Pay: 09/26/2008 137.5635 CHEVRON CORP NEW (166764100) COM New York Stock Exchange 09/08/2008 82.35000 79.67000 H/L 81.010000 Div: 0.65 Ex: 08/15/2008 Rec: 08/19/2008 Pay: 09/10/2008 244.2032 CHUBB CORP (171232101) COM New York Stock Exchange 09/08/2008 50.04000 48.10000 H/L 49.070000 113.305 DOW CHEM CO (260543103) COM New York Stock Exchange 09/08/2008 35.10000 34.22000 H/L 34.660000 108.9238 EXELON CORP (30161N101) COM New York Stock Exchange 09/08/2008 66.78000 64.90000 H/L 65.840000 Div: 0.5 Ex: 08/13/2008 Rec: 08/15/2008 Pay: 09/10/2008 79.6066 EXXON MOBZL CORP (302316102) COM New York Stock Exchange 09/08/2008 77.55000 76.00000 H/L 76.775000 Div: 0.4 Ex: 08/11/2008 Rec: 08/13/2008 Pay: 09/10/2008 4 FAIRPOINT COMMUNICATIONS INC (305560104) COM New York Stock Exchange 09/08/2008 9.12000 8.46000 H/L 8.790000 111.55 HEINZ H J CO (423074103) COM New York Stock Exchange 14,368.29 297 .34 15,756.30 47 .92 2,302.77 6,168.42 114 .18 11,144.02 89 .42 11,983.05 3,927.15 7,171.54 54 .46 6,111.80 31. 84 35.16 09/08/2008 52.54000 51.68000 H/L 52.110000 5,812.87 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0) Date of Death : 09/08/2008 Estate of: Estate of Sandra Hauck Valua tion Dat e: 09/08/2008 A ccount: 90772 Proce ssing Da te: 10/17/2008 Report Type: Date of Death Number of S ecurities: 36 File ID: Hauck, Sandra Estate Sch wab 4080-6526 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 12) 11. 1891 IDEARC INC (451663108) COM New York Stock Exchange 09/08/2006 1.89000 1.65000 H/L 1. 770000 19.80 13) 390. 4699 INTEL CORP (458140100) COM NASDAQ - Industrial 09/08/2008 21.10000 20.52000 H/L 20. 810000 8,125.68 14) 108. 0889 JOHNSON & JOHNSON (478160104) COM New York Stock Exchange 09/08/2008 72.38000 70.80000 H/L 71. 590000 7,738.08 Div: 0.46 Ex: 08/22/2008 Rec: 08/26/2008 Pay: 09/09/2008 49.72 15) 112 .073 JPMORGAN & CHASE & CO (46625H100) COM New York Stock Exchange 09/08/2008 43.66000 40.00000 H/L 41. 830000 4,688.01 16) 53. 9453 KELLOGG CO (487836108) COM New York Stock Exchange 09/08/2008 56.30000 55.10000 H/L 55. 700000 3,004.75 Div: 0.34 Ex: 08/28/2008 Rec: 09/02/2008 Pay: 09/16/2008 18.34 17) 101. 9479 LOCKI-TEED MARTIN CORP (539830109) COM New York Stock Exchange 09/08/2008 119.95000 115.55000 H/L 117. 750000 12,004.37 Div: 0.42 Ex: 08/28/2008 Rec: 09/02/2008 Pay: 09/26/2008 42.82 18) 125. 7814 MCKESSON CORP (58155Q103) COM New York Stock Exchange 09/08/2008 58.36000 57.32000 H/L 57. 840000 7,275.20 Div: 0.12 Ex: 08/28/2008 Rec: 09/02/2008 Pay: 10/01/2008 15.09 19) 151. 8002 METLIFE INC (591568108) COM New York Stock Exchange 09/08/2008 58.17000 55.83000 H/L 57. 000000 8,652.61 20) 166. 2949 MICROSOFT CORP (594918104) COM NASDAQ - Industrial 09/08/2008 26.33000 25.67000 H/L 26. 000000 4,323.67 Div: 0.11 Ex: 08/19/2008 Rec: 08/21/2008 Pay: 09/11/2008 18.29 21) 152. 5819 NIKE INC (654106103) CL B New York Stock Exchange 09/08/2008 60.42000 58.90000 H/L 59. 660000 9,103.04 Div: 0.23 Ex: 09/04/2008 Rec: 09/08/2008 Pay: 10/01/2008 35.09 22) 80. 3621 PEPSICO INC (713448108) COM New York Stock Exchange 09/08/2008 70.53000 69.22000 H/L 69. 875000 5,615.30 Div: 0.425 Ex: 09/03/2008 Rec: 09/05/2008 Pay: 09/30/2008 34.15 Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0) Date of Death: 09/08/2008 Valuation Date: 09/08/2008 Processing Date: 10/17/2008 Estate of: Estate of Sandra Hauck Account: 90772 Report Type: Date of Death Number of Securities: 36 File ID: Hauck, Sandra Estate Schwab 4080-6526 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 23) 197 .592 PFIZER INC (717081103) COM New York Stock Exchange 09/08/2008 19.19000 18. 76000 H/L 18. 975000 3,749. 31 24) 103 PHILIP MORRIS INTL INC (718172109) COM New York Stock Exchange 09/08/2008 55.40000 53. 69000 H/L 54. 545000 5,618. 14 25) 275. 5276 PPL CORP (693517106) COM New York Stock Exchange 09/08/2008 39.99000 38 .70000 H/L 39. 345000 Div: 0.335000 Ex: 09/08/2008 Rec: 09/10/2008 Pay: 10/01/2008 + 0. 335000 39. 680000 10,932. 93 26) 80 .207 PROCTER & GAMBLE CO (742718109) COM New York Stock Exchange 09/08/2008 72.48000 71 .31000 H/L 71. 895000 5,766. 48 27) 54. 7942 ROHM & HAAS CO (775371107) COM New York Stock Exchange 09/08/2006 75.56000 74 .87000 H/L 75. 215000 4,121. 35 28) 232. 9591 VERIZON COMMUNICATIONS INC (92343V104) COM New York Stock Exchange 09/08/2008 35.17000 34 .43000 H/L 34. 800000 8,106. 98 29) 164 .379 COLUMBIA FDS SER TR I (19765Y514) VAL & RESTRUCT Mutual Fund (as quoted by NASDAQ) 09/08/2008 49 .24000 Mkt 49. 240000 9,078. 82 30) 226 .127 JANUS INVT FD (471023747) CORE EQUITY FD Mutual Fund (as quoted by NASDAQ) 09/08/2008 21 .85000 Mkt 21. 850000 4,940. 87 31) 271 .222 JANUS INVT FD (471023200) GROWTH & INCOM Mutual Fund (as quoted by NASDAQ) 09/08/2008 29 .38000 Mkt 29. 380000 7,968. 50 32) 515 .884 LAZARD FDS INC (52106N764) EMERG MKT RETL Mutual Fund (as quoted by NASDAQ) 09/06/2008 19 .81000 Mkt 19. 810000 10,219. 66 33) 2856 .504 SSGA FDS ;784924870) INTL STK SELECT Mutual Fund (as quoted by NASDAQ) 09/08/2008 11. 19000 Mkt 11. 190000 31,964. 28 34) 302 .067 PRICE T ROWE GROWTH STK FD INC (74 1479109) COM Mutual Fund (as quoted by NASDAQ) 09/08/2008 28. 30000 Mkt 28.300000 8,548.50 Page 3 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0) Date of Death: 09/08/2008 Valuation Date: 09/08/2008 Processing Date: 10/17/2008 Shares Security or Par Description High/Ask Low/Bid 35) 408.246 VANGUARD/WELLINGTON FD INC (921935102) COM Mutual Fund (as quoted by NASDAQ) Estate of: Estate of Sandra Hauck Account: 90772 Report Type: Date of Death Number of Securities: 36 File ID: Hauck, Sandra Estate Schwab 4080-6526 Mean and/or Div and Int Security Adjustments Accruals Value 09/08/2008 30.00000 Mkt 30.000000 36) 116.4664 SELECT SECTOR SPDR TR (81369Y407) SBI CONS DISCR American Stock Exchange 09/08/2008 31.65000 30.86000 H/L 31.255000 Total Value: Total Accrual: Total: $283,083.90 ~ 3 a ~~ v°I~~ I `) 12,247.38 3,640.16 $282,235.24 $848.66 Page 4 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0) Charles Schwab Account Number 7111-1125 Date of Death: 09/08/2008 Estate of: Estate of Sandra Hauck Valuation Date: 09/08/2008 Account: 90772 Processing Date: 11/15/2008 Report Type: Date of Death Number of Securities: 8 File ID: Hauck, Sandra Estate Schwab 7111-1125 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 29 ALCATEL-LUCENT (013904305) SPONSORED ADR New York Stock Exchange 09/08/2008 5.42000 5.18040 H/L 5.300200 2) 2 BERKSHIRE HATHAWAY INC DEL (0 84670207) CL B New York Stock Exchange 09/08/2008 4020.00000 3932.00000 H/L 3976.000000 3) 41. 3485 CHEVRON CORP NEW (166764100) COM New York Stock Exchange 09/08/2008 82.35000 79.67000 H/L 81.010000 Div: 0.65 Ex: 08/15/2008 Rec: 08/19/2008 Pay: 09/10/2008 4) 111 .657 COMCAST CORP NEW (20030N101) CL A NASDAQ - Industrial 09/08/2006 21.34000 20.79000 H/L 21.065000 5) 35. 7882 HONEYWELL INTL INC (438516106 ) COM New York Stock Exchange 09/08/2008 49.58000 47.99000 H/L 48.765000 Div: 0.275 Ex: 08/18/2008 Rec : 08/20/2008 Pay: 09/10/2008 6) 115. 7282 INTERNATIONAL BUSINESS MACHS (459200101) QOM clew York Stock Exchange 09/08/2008 118.28000 115.14000 H/L 116.710000 Div: 0.5 Ex: 08/06/2008 Rec: 08/08/2008 Pay: 09/10/2008 7) 84. 4612 MICROSOFT CORP (594918104) COM NASDAQ - Industrial 09/08/2008 26.33000 25.67000 H/L 26.000000 Div: 0.11 Ex: 08/19/2008 Rec: 08/21/2008 Pay: 09/11/2008 8) 57. 0357 TIME WARNER INC (687317105) COM New York Stock Exchange 09/08/2008 15.79000 15.39000 H/L 15.590000 Div: 0.0625 Ex: 08/27/2008 Re c: 08/31/2008 Pay: 09/15/2008 Total Value: Total Accrual: ~. Total: $32,252.58 1- C~, ~~ 3.3 ~_,~,~ ~~~~'~.~ ~ AG~314,'i~ 153 .71 7,952 .00 3,349 .64 26 .88 2,352 .05 1,745 .93 9 .84 13,506 .64 57 .86 2,195 .99 9 .29 889 .19 3 .56 $32,145. 15 $107. 43 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0) Smith Barney Account Number 724-71416-12-528 Date of Death: 09/08/2008 Estate of: Sandra Hauck Estate Valuation Date: 09/08/2008 Account: 90772 Processing Date: 10/23/2008 Report Type: Date of Death Number of Securities: 4 File ID: Hauck, Sandra Estate Smith Barney 724-71416-12-528 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 25000 BUCKS CNTY PA INDL DEV AUTH RE HOPS REV (118612KU3) Financial Times Interactive Data DTD: 05/06/2004 Mat: 07/01/2034 0~ 09/08/2008 100.00000 Mkt 100.000000 25,000.00 2) 25000 BUCKS CNTY PA INDL DEV AUTH RE HOPS REV (118612KV1) Financial Times Interactive Data DTD: 05/06/2004 Mat: 07/01/2034 0~ 09/08/2008 100.00000 Mkt 100.000000 25,000.00 3) 25000 NEW JERSEY ST EDL FAGS AUTH RE VAR REV B (64605LYL6) Financial Times Interactive Data DTD: 08/18/2005 Mat: 07/01/2037 0~ 09/08/2008 100.00000 Mkt 100.000000 25,000.00 4) 25000 NEW JERSEY ST EDL FAGS AUTH RE REV REF B (646065FD9) Financial Times Interactive Data DTD: 04/13/2007 Mat: 07/01/2037 0~ 09/08/2008 100.00000 Mkt 100.000000 25,000.00 Total Value: Total Accrual: Total: $100,000.00 I~q ~~$ ~~ $100,000.00 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0) Smith Barney Account 724-71435-19-528 Date of Death: 09/08/2008 Estate of: Estate of Sandra Hauck Valuation Date: 09/08/2008 Account: 90772 Processing Date: 10/23/2008 Report Type: Date of Death Number of Securities: e File ID: Hauck, Sandra Estate Smith Barney 724-71435-19-528 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 359 VANGUARD TAX-MANAGED FD (921943858) EUROPE PAC ETF American Stock Exchange 09/08/2008 38 .37000 37 .44000 H/L 37 .905000 2) 378 VANGUARD INTL EQUITY INDEX FD (922042858) EMR MKT ETF American Stock Exchange 09/08/2008 39 .66000 37 .96000 H/L 38 .810000 3) 252 VANGUARD INDEX FDS (922908512) MCAP VL IDXVIP American Stock Exchange 09/08/2008 49 .46000 48 .13000 H/L 48 .795000 4) 208 VANGUARD INDEX FDS (922908538) MCAP GR IDXVIP American Stock Exchange 09/08/2008 55 .13000 52. 56000 H/L 53 .845000 5) 134 VANGUARD INDEX FDS (922908595) SML CP GRW ETF American Stock Exchange 09/08/2008 66 .89000 64. 77000 H/L 65 .830000 6) 131 VANGUARD INDEX FDS (922908611) SM CP VAL ETF American Stock Exchange 09/08/2008 64. 61000 62. 55000 H/L 63 .580000 7) 221 VANGUARD INDEX FDS (922908736) GROWTH ETF American Stock Exchange 09/08/2008 58. 39000 55. 88000 H/L 57 .135000 8) 213 VANGUARD INDEX FDS (922908744) VALUE ETF American Stock Exchange 09/08/2008 58. 51000 56. 27000 H/L 57 .390000 Total Value: Total Accrual: Total: $93,775.29 I z 8 ~1.1t,, I~a~ ~A,~~ ~4.~' _ (' ~ r U 0 13,607.90 14,670.18 12,296.34 11,199.76 8,821.22 8,328.98 12,626.84 12,224.07 $93,775.29 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0) Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 09/2008 Page 1 of 1 Total Price Total Value Total Interest YTD Interest $275.00 $612.86 $337.86 $23.00 Bonds: 1-10 of 10 Issue Next Final Issue Interest Serial # Series Oenom Interest Value Note Date Accrual Maturity Pace Rate L503216189EE EE $50 08/1992 02/2009 08/2022 $25.00 $34.56: 4.00% $59.56 L499676168EE EE $50 03/1992 03/2009 03/2022.. $25.00 $35.74 4.00% $60.74 C711036935EE EE $100 06/2000 10/2008 06/2030. $50.00 $18.56. 2.74% $68.56 L502082363EE EE $50 07/1992 01/2009 07/2022. $25.00 $34.56 4.00% $59.56 L499676166EE EE $50 03/1992 03/2009 03/2022 $25.00 $35.74' _. 4.00% $60.74 L499676165EE EE $50 03/1992 03/2009 : 03/2022 $25.00 $35.74! 4.00% $60.74 L499676167EE EE $50 03/1992 03/2009 03/2022 $25.00 $35.74. __ 4.00% $60.74. L499676171EE EE $50 03/1992 03/2009., 03/2022 $25.00 $35.74; 4.00% $60.74 L499676170EE EE $50 03/1992 03/2009 03/2022 $25.00 $35.74 4.00% $60.74 L499676169EE EE $50 03/1992 03/2009 03/2022 $25.00 $35.74 4..00% $60.74' Totals for 10 Bonds $275.00 337.86 612.86 Notes NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest httn://www.treasurvdirect.~ov/BC/SBCPrice ~ ni~i~nnR _ ~ t~. - - ~~~s~,r , ~ ~~4i1~ ts~; ~ ~~~~,~3~_;~ ~~~ ~~~ ia1~~~~ e,, SERIES E E pa ~f~ ~~ ~11~~,/~i~H4~~e~H'S'~ INTEREST CEASES 3p YEARS ~~- ~- - ~`^-`-"`- -' `~ FROM ISSUE DATE '! 71 3~ 659'# fl:3 3 99~ ~i'SA:~IiDR~# L HAUtK _ Z~{ (~}~ }~{f` /gyp "fRj9~ P}~y~4i 3f~1~ iY1 VT t~~~~V1i~9~+/~{L'~+3~1-;!~Y ~~ JIi~~~N95~ ~~Tt~ ii 1i~• ~Tf t~l Y3 - ~ ~• onr~iTJN7G S*Amr i~.. J.!J t~ ~:~}~~ 6~~7~ ~ ~~:dii~J~~ : "'~ +f l:a.i-~~ ~~'~!7_7~~i31'~~ A~~;~ ,~~,~ L'+99b1b169EE x:0000900070:03 - y-,~-.W 604.9.9676 L69ii' 3`ttly`a~wto-~i-T].yaw1W'l_-v_u_VSOao7r_,~R'S3J_S~irx~ »S"dtiik:~6'~S3>GYS,3aAv23)iab. J. ~-°n:na: ~...-_ ..,_.. ~.... .._. ~~+'nS~iliSi 7 71 3D .6591 %r SA~ID~RA L HA.11CK SERIES EE INTEREST CEASES 30 YEARS FROM ISSUE DATE ~3 .1992 '~~/ R iyS~' ((YY'{{ P AGA H, ~ ~ 145 11~ 1lGENTS ~ '• 38'9 ? tdNESTflGA R~3AD . ~~fl -"~~~ ~ ~~ ~.! ~ ~ ~ ~~ ~ ~ _- DATING STAMP ~~~~ 1,J~7 ~G~7'b ~713~+6~91 ~~ ~ ~~~~ .~L99-b-7b17 ~t~~~ ~_ ;:~~ --L~t99b96190EE ,,,.. ~,,.,,.M,,n, x:00009000 7t:0 3 ~"` 704996 76 ~ 7Ou' s. ,. _ _ _- ' ilk\~~~ ttA n ~ N ~P F f~ !e - c 0 6~ E 0 / ~~yj I' 1 ~@M..WI....~fy~y~jl'I ~y1~a~$iN',,".~~Y/ I, 1. 1 I' ~~a;~~iEa~ ~€~T~~T~;~~~ ~~~~~~,~~~_I~~~.:~~:~g~~~~j~~~a~, SERIES EE it~ 1gn~\Ip~!' IY ~l~lC6YD CI~dL~A'~Y~~~ INTEREST CEASES 30 YEARS -~ ~ ~~ - - ~ - FROM ISSUE DATE 7 ~~ ~~ ~?~'~ ~~ ~ ~~~ p.) 2~ %irs~~~~}~ ~ ~~~~~ ~~~ 1~,~~ ~~~ ~'~ ~~ '. 3~?17~ C3T3N~ST}~3~GA ft0A~3 __ ~ ~~N ~~ • ~ +~ ~ ~ T ~ ~ ~~ x ~. ~~~ pATiNG STANP v~L~{) i~'147 b:~'~7E "9 713~6'SS~'~ -~ 4 ~I ~~ C~459b76171 m,,...,,./~e. L.,, .. S ~:000090007~:03 ~ ~ 80499676 ~? L~~' .,, w;auax~.,P.~;;w+cva,~>.~ ~>ltaoa~r,~.^~.~acv~au~r ,.~~;u:~scs5,r~.v~ur~sorrNr~~aa;~a~na~aoa~:s ~ ~---- _ _. ~_~ _ _ SERIES EE `v - INTEREST CEASES 30 YEARS ~. ~.[/ !Tld CI ,,.;-`~, -- _ -„ _. -,-., FROM ISSUE GATE ~=~~_ ~ '~ '~?'~ ?~ 659'1 fl3 1992 °SAAiDRA L H{~UiCiC _- ' '+/ 155U1~~ NTSy 3~1~ C~Jt~~~Y~5Tt~61# R~3Al3 3~1;1i~ ~~~~ (]i~~s ~~ ~~~:~~ ~ i-_ GATING STAMP ~~17~ ~'79~ 6u 376 ~713~6591 ~~ It 1~1iSC ~~,995761 f~7 ~~.~;~.~y ~ ,r~_~ L 4 9 9 61616 S E E ,n~,,,,,~,~, ,-.,,,.~..,, '~:000090007~:03 ''~' 40499676 L67i~' l sEl~:l~s EE ~~ ~ryY~.~ ~~~~~~~~.~1,~-~T1~E. INTERESTGEASES 30 YEARS - -~ - _ ~ x~^~ FROM ISSVE.DATE ,,. ~~, "~ ~. ~" :.. TirSAltillt{A L i~d\LJCIC "~--- F ft SyByS~~~~ (((///~~ P }y~{y~~ li' , ' ' ~.~~SUtG NT~ k 389? ~~Ji*DN~]ESi'~t3tGriA R~jt~A:+~}? ~ -- 3 (~ L fSJT~T J7 .L-LL II T 7'~ ~~ 4 ~ ~ F. ~~~ .GATING STAMP ~~~~ ?~~197 b~376 17'1:~~6~~}1 --_ ~' ~iSC ~~~4~9fi76165 z~.~y~ ~ L4996~6165EE s;000090007~:03 W--^ 20499676 L65~i' ~' .. ,- ~;~..r,cw2adoai~. u~D~;:-.~s~yx~,ca~l_su~r~rval~r _ lt~m..~,~,~,r~~ ~~ir~~ a~~~~~~~a~~~,~~~~-~~}~y~.y~}~J~~~~,c ~.: SERIES EE li~JIG~ ~~-._;~e~,~l ~ll~c1.,:~`~;~1 ~~ INTE FROM SSVESDATE EARS '! 71 30 6591 -~.3 '1992 " FR8 PG11. LA ~~ ,~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ - _- DATING STAMP flfl~3D C1~97 bJ.3?6 17136591 -~ ~ ~1ISC ~49Q6.7"616b -r L't99b~b166EE r ,..,n ,~,,., 1 e:000090007~:03 `~ 30499676166i~' ~~4~31G~Yv~~~e~~~y~~~.~~~~r~~~,~`~~~~~~~~ sEr~ES EE I~~i~.1 e~~Y'" *1~~~~1~a}`~('~ Jl ~' 'A l INTEREST CEASES 30 YEARS TE - _ _ FROM ISSUE DA '#7~ 3~ b5~1 '] ~7 14~z ~// ~ ~ it N R ~ ~ F7 ~ U.L S1 - - - _ "_ . _ _ (r` ~~ . T U~ ~ 31~ ~ n ~. ~11 j/''~~ /~s 7 ~ ~~ ~ L7 ~ '~li ~ i ¢p ~( ^3 ~i (`T {t )~ * ^ ~O 7~ ~:V Ii ~J! liV l7 ~i3~~ , y S q p ~~f L '... IS JIL tii 11T5 , ~ A ~I P H I I. i.. ~ A '! 7 X39'`7. - -= - GATING STAMP 0~~~ ~~~7 ~5LC375 7~'l3C~55~17 -i~ 4 3~7IS~ 'p_SJ2082:36:3 ~~~:~7 ~~ L.502082~b3EE .1'.~r ///hr'i... ~qy x:00009000 7e:0 3 = ~' 50 50 z08 2 36 3 -~' ... ... ... .. .... ~.. yr~ik~~ ~a;.S3`~s~S..Y~C~S`..isr~S~'.=ro`fGUY~2~d'eR'SIG'2b7"81ffi~ 14S91CrNW'4n:itiktt.;~~i1'YY9FV$ifS~_S~°+.3t 1YiL'/v`lNbYl 1 ~ ~~ ~~ ~.~~~~~~ ,E IES ~ ~EI~ •,yti~'j'.Y,l. ~.Y~~'~~~)~~j~~~~~t~i! \V~I~~! 1~. ~ . . fi-=~~ESl' CEASES 30YEARS ~RO~S~iS SUEOr'+.TE ~~ ~~-~~~ ` 171 30 6591 ~ U6_ 2000 "` '` - ~ -- ,~-;~, -~ SANDRA L HAUCK /~ FRB ~MPt$ 06-26-U0, ~, ~' 3 81 7 C ON E S T 0 GA R D _ ,~S~N~GENT~G r '-` DAMP HILL PA 1701::1-1~r-14 -- ~n+~~~~u~~~~unu~~u~~'~n~~~~i~i~~in~~a~ir~yw-i'~~~i~+~:r~:~~~ DATING STAMP . ,, .R POD TAMMY BEDARD_: _ PR 436.3.81 000.0 001740084 061900- __ - - ' \U7i1O36935 ~ ~ .: - -.~+~-~ -_ ~ 100b935EE ~~ ~~~ i ~:000090007~:0~+ ~ ~.; . 807 L ~036935~~' ~ ~ 1 ~i~~„~ D (d R~ ~B / !# C ~ B C G i ..~"... i ir a ~ : ~ ~ ~IQ"I ~ .7,.p ~ 71 ~~, . . i ~ ~ y -~~ ~~ ~~f > ~~~~ ~~~_~ ~~.~~ r~,~~~3~~~~~~~,~~~ SERIES EE fp ~~e,lri23ir ~~' y y 1 lY~.~f~l~~.)1~~~~~611jc~~Yp~~~i.. EARS.. - INTER C S .~z, - _ _.. FRO M 55 E DATE '~ ~'# 3D b5~i1 ~3 199 %SANDRA L HAU~1. ,~~~f R~S P~H~ ~7'IT l3I ~`.~ ~7'4 # ~LJ ! ~ ~ DATING sTAMe ~tl~~ 3~~19' {~L'37b 1 7733:36591 -~ 4 CIS C ~~~9_~-7515F', e:00009000 70:0 3 ''~ 504996 76 L68i~' 38'I ~ COMESTflGA ROAD Page 1 of 2 Computershare 049846 *'**""""'AUTO*'3-DIGIT 170 0000001351000049846 SANDRA L HAUCK 3817 CONESTOGA RD CAMP HILL PA 17011 I(..III...III....rrllr~~llrrrll~lr(Ir~rllrl(~I((rlll(rrlr~l(II Computershare Trust Company, N.A. PO Box 43078 Providence, RI 02940-3078 Within the US, Canada 5 Puerto Rico 888 IBM 6700 Outside the US, Canada ti Puerto Rico 781 575 2727 ibm@computershare.com vuww.ibm. com! nvestor (Go to Stockholder Services and then Registered Stockholder Access) Holder Account Number 00002934876 Symbol IBM OOICS000/i RPSDI. PGI.IBM.IRi41A 2297D/(WyR46/IW9R46/iC+ Investor Services :Program (IS~P) -Statement his important to retain this statement for tax reporting purposes, and for use as a reference when you access your account online at our website or when contacting Computershare. Holder Account Number: 00002934876 - ACCOUNT SUMMARY As of close of stock market on 10 Sep 2008 Stock Class Certificated Shares Direct Registration I Investment Plan I Total I Closing Price I Market I Description I Held by You Book Shares Book Shares Shares Per Share ($) Value ($) DSPP -Common Siock 0.000 0.000 1.341 1.341 118:040 158.29 Dividend Reinvestment Activity As of record date This section includes information only for shares for which dividends are reinvested. Record Payment Dividend Stock Class Dividend I Gross Taxes Net I Reinvestment Shares Date I Date I Rate ($) I Description Dividend ($) Withheld ($) Dividend ($) 08 Aug 2008 10 Sep 2008 0.50 Common 1.335 0.67 0.67 Transaction History From: 01 Jan 2008 To: 10 Sep 2008 This section pertains only to book-entry shares. D t Transaction Transaction Deduction Deduction Net I Price Per Transaction I Total a e Description I Amount ($) I Description I Amount ($) I Amount ($) Share ($) Shares Book Shares Plan Transactions DSPP -Common Stock 01 Jan 2008 Balance Forward 1.326 1D Mar 2008 Dividend Reinvestment 0.53 Transaction fee 0.01 0.52 115.819 0.004 1.330 10 Jun 2008 Dividend Reinvestment 0.67 Transaction Fee 0.01 0.66 124.722 0.005 1.335 10 Sep 2008 Dividend Reinvestment 0.67 Transaction Fee 0.01 0.66 118.279 0.006 1.341 0020040010 OOTPPA St MEMBERS 1St FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Estate of: SANDRA L. HAUCK Date of Death: 09/08/2008 Social Security Number: 171-30-6591 183139-00 04/05/1999 $311.43 $.06 $311.49 None 183139-11 04/05/1999 $50.00 $.00 $50.00 None 183139-40 10/25/2007 $104, 393.03 $100.90 $104,493.93 None M BERS 1ST FEDERAL CRE T U1NI_ON ~~ - Ili-~--- Danielle A. Kline Insurance Services Specialist October 7, 2008 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org Commerce Bank October 6, 2008 Keefer, Wood, Allen & Rahal, LLP. Attn: Cayle D. Swindler 635 N. 12th St. Suite 400 Lemoyne, PA 17043 RE: Estate of: Sandra L. Hauck Tax Identification Number: 171-30-6591 Date of Death: September 8, 2008 To Whom It May Concern: 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: Business Checking Account Number: 536018203 Date Opened: 10/02/2003 Primary Owner: Diversified Data Systems, Inc Authorized Signer: Sandra L. Hauck Authorized Signer: Eric R. Lohr Date of Death Balance: $71342.02 Account Type: Ultra MMDA Business Account Number: 538126459 Date Opened: 04/30/2008 Primary Owner: Diversified Data Systems, Inc Authorized Signer: Sandra L. Hauck Authorized Signer: Eric R. Lohr Date of Death Balance: $109205.87 ,. Not ~ECEO~P~ -f" /(~o~ ~eCede,f Commerce Bank /Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com Commerce Bank Account Type: Ultra MMDA Business Account Number: 538126467 Date Opened: 04/29/2008 Primary Owner: Sandra L. Hauck -- ~el`5o na-~ ~ ~v~ Date of Death Balance: $34660.30 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, Diana Reynolds Commerce Bank Research Associate/Deposit Services Commerce Bank /Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 1 71 1 1-0999 commercepc.com Fax Transmittal 10/16/2008 8;43:37 AM FACE 2/003 Fax Server ~i'NHO~JIA Wacho~7a Bank N.A. Balance Confirmation Services P O Bax 40028 itoanokc, VA 24022-7313 October 16, 2006 Referma+e ID: 2603917 KEEPER WOOD ALLEN & RAHAL LLP ATTN: CAYLE D SWINDLER 635 NORTH 12TH STREET SUITE 400 LEMOYNE, PA 17043 SUBJECT: Verification /Confirmation of Account and Balance Information provided for: Ceatouner: SANDRA L AAIICK (SSN~ RXX-XX~i591) Datc of Dcath: Scptrmtlcr 8, 2(106 Delm~t Account Information Aceonol Aaoouul Date ofDcath Average Dafe Maturity IrOare~ ncaued YTD Dale '1'ypc NumbQ I3alanac lialanoc* Upcnod 1)atc Rats l~crnt ldcrc~ Paid Cloaod CERTIFICATE OF 7{7fXJOQOO{aD0{8370 550,698.12 Sil/2008 $31.89 $698.12 9/23/2008 llkl'OSl'1' LEGAL TITLE: SANDRA L HAUCK ERIC R LOHR - POA CHECKING 3D~3659 513;821.96 L2i10/1991 SU.11 S1.36 LEGAL TITLE: SANDRA L HAUCIC ERIC R LOHR - POA SAVINGS 3~7~D~7542 ;504.47 8123Y1003 j0.05 50.46 9/23!2008 LEGAL TITLE: SANDRA L HAUCK ERIC R IAHR - POA Fax Transmittal 10/16/2008 8;43:37 AM PAGE 3/003 Fax Server ~~iO~'i'IA ~IGn~ID: z~o39i~ No Safe Depout Box found for a~omer. ` I >su of death balana does not include accrued interext. * (f dau of death occurrs on a weekend or a holiday, date of death balance does nat include an}'transactions that were made during that time period. ~,r.,rl ~~.,;u Amy Qraybill Servicenter Assoaste Phone: (540)563-7323 kw; ag 0 0 v N 0 ,.. .i r G) ('7 a r n=i "~ .~ N Q d a ~ ~D N Z C~ ~ D ~ O Q a' O o'Y C~ Q ,Q OQ ~ ~ tZ °nN N r N a 0 ) c O, c~ O ~ CD C`') ' CD O m O p X (` ) O O O ~ ~- ~ ~ a c0 0 O L Q E x W X cv F- ~, fII W N Q C~ x cu F- m W a O L /-~ L.L _~ C C2 ~ (U X W X ro >, "C7 U W i E d U C fQ ~ ~ f C U ~ ~, a ~, ~s cII O J c .~ (II l o 0 0 0 0 0 0 0 0 0 0 0 ~ 0 0 0 0 `o ~ a) q) ~ 'L ~ U L1 CV ~ m ~ ~I N h i!'J op ~ cD O O O O N ~x ~ ~ N Ln ~ O CO O O O ~ ~ ~ N N ~ > L_ Q ~ o W `o a f~ 7 O ~ 0 O 0 O 0 O OO pC N ~ [V ~ CII U C ~ 0 0 0 ~ ~j OC C J RS ~ M U ~ m ~ O ~ a E ~ a~ a x m a~ O _a m 6 ~. 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C C C R ~,~_ C C ~ 7 O N N = Q Q~ N .-o c t ~ Q ~ m b ~ p W ~' ~' L N Cf7 O w ~ ~ C 'N N O a L O O O '~ .L-~ O O 3 ~ ~~aa~ a C ~ o m O, w a a Q X 64 H ~ m O N o O ~'? m Z O ~ T ~ N L rn ~ ao m sg z o 0 v a F- 64 H +Fj C o ~ O N N ~ °~ e.-? ~ m ao co m ~, ~ p c fA H °o°o~ 00~- H ~ ~ O C N_ O C m Q1 H c - v~ i ~p u ~ ~ ~ lC X 4 a~ '3 r 7 . oy3 j O O-'- N O C a ~ i Q Cn 'i ~ c ~r C ~ ~ C f/1 U m Z Z E ~ ~ I B w U N i N N ~ L L N y ~ a~ ~ ~ C £ -° ~ -% p ~ u ~ N ~ ~ u a a ~ Q ~ a , a0i ~ ~ ~ ~ w C • T O C 0. fQ c O "' fp U ~ F; ~ W ~ ~ C7 i~ ~~tAYSTONE - BANK- September 26, 2008 Keefer Wood Allen & Rahal, LLP Attn: Cayle D. Swindler 635 North 12th Street Suite 400 Lemoyne, PA 17043 Re: Estate of Sandra L. Hauck S S N # 171-30-6591 Dear Cayle: Below is the account information on record at Graystone Bank for the above mentioned decedent. Account;' .Account. ; Ownership Bal as of . Accrued Date ~Int - :.,Number `'- Type ~ ~ 09/081200$ lnnterest ' Opened _ :'Rate t' . `t:>: `To ~ ~ r~~ } .. ~,. 09!081(1& ;Date 1 1 --- _ r, _ 'Matur`e -- - -- 10/30/06 Certificate of Sandra L. 3000021918 De osit Hauck $109,848.27 $154.33 09/30/09 5.128 There have been no changes in ownership or transfers on this account. The interest is compounded each month. There are no additional accounts on file for Sandra L. Hauck with Graystone Bank. Please contact me at 717-724-4605 if you have any questions. Si erely isa Marsh Operations Manager "~ BEST PLACES ~~ to work i n ~ Pl~lbanBank LISTENING. Keefer Wood Allen & Rahal, LLP Attorneys at Law 635 N. 12`h Street, Suite 400 Lemoyne, PA 17043 RE: Estate of Sandra L. Hauck S.S. #: 171-30-6591 Dear Madam: P.O. BOX 1189 • HARRISBURG, PA 17108 fultonbank.com 1-800-FULTON-4 I am writing in answer to your letter concerning Ms. Hauck's accounts here at Fulton Bank. The account she had here was a certificate of deposit. This is the only account she had with us. I have enclosed a copy of the CD, which includes the interest as of September 8`h, 2008. She was the only signer on this account. If there is anything else we can help with, please feel free to contact us at the branch. Thank you! 1~ ~~d' Rachel Bowers Fulton Bank -West Shore Office Customer Service Representative 599 N. 12`h Street Lemoyne, PA 17043 Phone #717-255-7674 Eizail - Rbowersiw?Fultonis~u~.com TDDMAIN Time Deposit Display Main 1057 10/03/08 Acct 022-0264512 Alpha key HAUCKSL.O1 Product T488 -----------Balances------------ Face amount 50,000.00 Branch Compound value 50,000.00 Officer Available bal 50,000.00 Initial deposit 50,000.00 ACTIVE -------------Dates-------------- 00022 Issued 04/01/2008 421 Maturity 04/01/2011 Opened 04/01/2008 Last int payment 04/01/2008 Next int payment 04/01/2009 Last activity 04/04/2008 Last principal change 00/00/0000 Recalc effective date 04/01/2008 -----Interest Information------ Rate (RR ) 3.0500 Accrued int 791.64 Int adjustment 0.00 Account Type Last int paid 0.00 TIME ACCOUNT Total penalty 0.00 Signature locator VISUAL _ TDDINT _ TDDMISC _ TDDHIST _ TDDHISTMONEY COMMAND =__> F2=Retrieve F3=Exit F4=CRFwindow F6=Toggle Interest earned from 04/01/2008-09/08/2008 was $672.95. MID PENN K Making things happen for you. October 8, 2008 Keefer Wood Allen & Rahal LLP Attorneys At Law 635 North 12~' Street Suite 400 Lerrioyne, PA i ?043 Re: Estate of Sandra L. Hauck Date of Death: September 8, 2008 SSN: 171-30-6591 Dear Cayle In response to your letter requesting information on the accounts of Sandra L Hauck, I have accumulated the necessary data below: Account #: 309002156 -Certificate of Deposit Account Name: Sandra L Hauck Date Opened: 01/22/08 Maturity Date: 04/22/09 Balance DOD: $102463.23 Balance Accrued Interest DOD: $679.51 Total DOD Balance: $103142.74 Joint Ownership Name: NA Date Joint Ownership Established: NA If you have any further questions, please call me at 717-692-7161 Member FDIC Corporate Headquarters: 349 Union Street, Millersburg, PA 17061 • (717) 692-2133 • www.midpennbank.com ~^ Erie®Insurance Group 100 Ene Ins PI Ene, PA 1653D SANDRA L HAUCK C/0 TAMMY HOFFMAN 409 HOPI MECHANICSBURG PA 17050 NOTICE OF PREMIUM REFUND AA7646 DATE MO. DAY YR. 12 15 08 REFUND AMOUNT $348.00 POLICY NUMBER Q56 2501688 H AGENT NO. AA7646 AGENT'S NAME FETROW INS .ASSOC LLC REASON 1 REF. No. Y742786 CHECK NO. 25742786 DP164G t/U NON-NEGOTIABLE Erie°Insurance Group 100 Ene Ins. PI. •Ene, PA 16530 VOID 180 DAYS AFTER DATE POSITIVE PAY PROTECTED PAY SANDRA L HAUCK THE C/0 TAMMY HOFFMAN ORDER 409 HOPI Of MECHANICSBURG PA 17050 CODE REASON ~ POLICY.NUMBER AGENT REF. NO. CH~CK 1 I 05Fi 25f11F,RR u ne7~[.~ v~i.~~Qc Premrum Refund Due to Code 1 • Policy Cancelled Code 2 • Policy Expired Code 3 • Premium Reduction Code 4 • Overpayment Bank of America CustomerConnection 64-1278 Bank of America, N.A. gt ~ Atlanta, Dekalb County, Georgia DATE CHECK N0. 25742786 MO. DAY YR. 12 15 108 $348.00 ¢e<ur~rv r..r~r., Boea°i°bo beck. EXACTLY ~~~r''~'''348 DOLLARS AND 00 CENTS AUTHORIZED SIGNATURE 11'25742?8611' ~:06~1~2788~: 329 999 65L411' Liv~.i ~aa i~.u yu~n uJowaaao 850 Wesley Drive Mechanicsburg, PA 17055 Sandra Hauck Employee Number 100 Earnings Rate Hours Amount YTD Hrs YTD Amt Reg 0.00 10500.00 52500.00 Sal 40500.00 Total Gross Pay 70500.00 93000.00 Direct Deposits Account Amount No Direct Deposits Benefits Hours Amount YTD Hrs YTD Amt ~...a .....b., ...uwau~.u~ Check Date: September ls, 2008 Period Beginning: Sept. Ol, 2008 Period Ending: Sept. 15, 2008 Dept Executive Check Number 1780 Net Pay 3,095.77 Check Amount 3,095.77 Taxes Status Taxable Amount )'TD Amt Federal Income Tax S/4 10500.00 6100.00 53400.OC Medicare 10500.00 152.25 1348.SC OASDI 10500.00 651.00 5766.OC PA SUI - EE 10500.00 6.30 55.8C Lower Allen T.(Cumbe 10500.00 4.33 36.81 Lower Allen T. (Cumb 10500.00 168.00 1488.OC Pennsylvania SITW 10500.00 322.35 2855.10 Total Tax Withholding 7aoa.z3 64950.21 Deductions Amount YTD Amt Advance 1500.00 Tota] Deductions lsoo.oo Accruals Hours Sick Avail 22.61 ~ REMOVE DOCUMENT ALONG THIS PERFORATION S N O O N n O ~X a- (,$Y~' S'a ~5 0 N = l+f m ~~ i~sl let n c^y~J \~ / O y cr ' ~ ~ °° d Y ~ I , ~ •: fr• N"i ~ ~l A~ \ ~ ~ ~ ~ . ~ w _,~b ~__\ ey Cry ~ ~n / ~ ~ ~Y, ~ n~ ~ .•'~e ~ ~ a ~ ~ ~ a ~ N f~ ~~' ' ~ r~p l~~~i ~ ~~ ~ ,° ~ ~t ~ /n;I~ y ' A : rn > ~ 7C z0 ~`~' ,~ .~-'~i ^'y H. ra ~~ ~~~ ~ ~n wz ~~~~ ~~ ~ V q r4 w ~ ~~~ ~~ ~~ ` A .,~'' C] OC -1 ~ .~.~....,w... O . C7 h n O A x y Cz+1 ,~ ~ Iz7 x a ~ N ~ b 8 .-.J O O w ~^ ~~ ~6, 1 ;d ~C~'~ ~f* r ~R ~ ~ -~ c~ ~ ~~ L ~ 0 O O O N TZ ~~ J E V~1 E L: E R S Trust.Your Special Moments To 1Vloirntz. Table of Contents • .Letter of Transmittal • Table of.Contents • Purpose • Intended Use • Definition of.Fair Market Value • Approach to Value • Market • LimitingConditions . • Subscriptions Retained for Value Consulting • Metal-Markets • Certification • List"of.Laboratory Instruments ' • ItemDescriptions This report is validonly,in its entirety and`for,its s'tate~,purposesand-intended use andwas prepared in accordance with the Uniform Standards .of Professional Appraisal Practice (USPAP). Statements and-.Limiting Conditions Purpose The purpose of this report is .to describe and,document the,quality,of the jewelry listed and to estimate its Fair Market Value: Intended Use The intended use.of this report is for providing an estate appraisal listing the Fair Market Value for use.in the resolution of the Sandra L. Hauck estate. Valuation Date: 12/3/2008 Definition of Fair Market Value The fair market value .,is the .price at which,the poperty :would change hands between a willing buyer .and willing seller, neitherbeing-under any compulsion to buy or sell and both having reasonable knowledge of relevant-facts: The-fair.market value of a particular itemof property.:. is not to be determined by a forced .sale price. Nor is the:fair market value of.an item of property to be determined by he sale price of he item in a market other than'that in which such.item is most commonly- sold to the public, taking into .account location of the item whexever appropriate: Taken-from Treasury Regulation,20.2031-1 (b) Aprrcaeh.to Value There are three traditional approaches to value that are as follows::- Income approach: Applies to income producing.properties and is used. only if an income situation or rental property can be identified.. Market Data approach: Compares the qualities of the, subject item to an article. with similar or-identical " qualities, and researches; and records cunenf verifiable sales of-such merchandise. Cost approach: Establishes the total value of an item by considering the value of its component parts (precious metal content; gemstone weights and qualities, labor, and any other fees) together with the appropriate retail markup according to the norms ofthe jewelers in the locale, supply_and demand,.and the current state of the marketplace. Page 2 of 7 Fair Market Value is estimated using the market data approach. Neither the income approach nor the,cost approach apply in establishing Fair,Market'Value. However, the cost approach to value was used to check on the reasonableness or market values found. Market To value an item a:rnarket(and marke# level).must be recognized..The mosf appropriate market for jewelry can vary .depending upon the article's age;'condition,quality, .intrinsic content, aesthetic appeal; .provenance;. current fashion trends; artistic interpretation, period of manufacture among .others.. -The type of retail outlet that mostcommonly carries the items.being appraised;s considered to:be the most appropriate market. However,-the auction market was also considered as .another appropriate. market in , establishing Fair market Value for this type of jewelry... .Limiting Conditions - Thejewelry described: within has been analyzed and.graded in•accordance with prescribed grading standards using "'state of the art" methods and precision laboratory equipment. Jewelry constructed solely of, or in combination with,,precious metals. (i.e. platinum, palladium, yellow or white ,gold andlor silver) is tested, analyzed:and described for its type .and content of such metal.. Unless otherwise stated, all gemstone weights; grades ;and measurements -are approximate and stones° have not.been removed from their mountings " • Diamonds' are graded with the;prescribed grading nomenclature of the Gemological Institute-of America {GIA) and the use ofpre-graded permanent master diamond color comparison stones. Colored stones are .color graded., according to the,GIA color grading system.. Unless otherwise: stated, .all colored stones listed .on this appraisal -report have probably been-subjected to various .treatments to improve their appearance. Treatments are:considered usual.and. customary practices whenproperly disclosed and. when done withqut intent to defraud the .consumer. The treatments.are- mostly stable and do not require. special care. When.a treatment is detected and.considered unusual it will be. so noted by this;appraiser. Some treatriients are reversible andxe-treatable.. It may be beyond the scope of an appraisal to determine exact treatment methods or,the amount ofareatment present. Some treatments require sophisticated equipment not found in:a standard gemologicaTlaboratory..Prevailing market values are based on these. universally practiced. and accepted .processes by the.:gems. and j ewelry trade. Sources. are assumed to be reliable and the appraiser does not assume .responsibility for their information. The appraiser assumes.the ownership of the subject property is true as stated by,the client. The fees paid for this, appraisal do notincludeahe services of the appraiser forany othermatter. In particular, .fees paid to date do. not include any-of the,appraiser's time or services in connection with any statement, testimony or.:other matters before an: insurance, company, its agents, employees or -any court or .other body in connection with the property herein described: " If the appraiser is required to testify onto make any statements.to aahird.party concerning the described property and/or appraisal, the applicant shall pay the appraiser for all of such time' and services so rendered. This document is limited to its stated-intended use and is invalid if-all items listed in the Table of Contents are notpresent. - Unless expressly stated, the items appraised: are in good condition. Any serious deficiencies and repairs are noted. Ordinary wear and tear is:not noted. The information in this .report is eonf`idential. This.appraisal process does not discover liens; encumbrances;.or fractionalinterests but, if known, they are noted. The .limited owner. of this appraisal is. the. party for whom the work was .performed. Possession. of this :report-does not provide title to the ;items appraised. Possession of this. report, any portion of this report, or any. copy thereof;. does.not include the -right of publication without the appraise'r's, written-consent.. Use of the information contained ui :the appraisal is invalid. if all items listed .in the Table. of Contents are not present. . Each item described in this report has, been photographed and.file copies ~of the photograph(s) as well as a copy of the report are maintained in the appraiser's.files:for at least five years after the report date. Third parties may rely:on the. information in ths.report for the defined purpose" anc~. intended use only: Third parties requiring further, information than what,is in the report must obtain the written permission of the owner of the appraisal before the appraiser will discus the report. No changes maybe made to thisreport:by anyone other than the appraiser: The-appraiser cannot be responsible. for unauthorized alterations.. The professional relationship between the appraiser `and the client ends with the deliveryofthts-report: Subscriptions Retained for Value Consulting , Drucker, Richard- The "Guide. Northbrook, IL Rapaport, Martin -Rapaport Diamond Report, New York,- NY Metal Market 12L3/2008 .Gold $768:7.0 Silver .$9.57 Platinum $800.00. - List ofLaboratory Instruments Binocular microscope- Leverdge gauge . .Electronic scale. Thermal conductivity diamond tester Touchstone and acids Uitravioletlight unit Spectrascope Proportionscope Polariscope Dichooscope Refractometer `Chelsea color filter Heavy liquids .Diamond light and-graded master comparison diamonds Page 4.of 7 Certification • I hereby certify that,'to the best ofTnylaiowledge and belief: ' . • The statements of fact contained in this report are true: and correct. • The reported analyses, .opinions; and .conclusions are limited only by the reported .assumptions and limiting conditions, and are my unbiased professional analysis, opinions, and conclusions: • I have na present or,prospectiye interest in the propertyahat is the subject. of this report and I have no personal interest or bias: withrespect to the parties involved. • Mycompensation is not contingent upon the development or;xeportng of a predetermined value or direction in value that favors the cause. of my'client; .the amount. of the value estimate, the attainment of a stipulated result, or the;occurrence of a subsequent event: " • I'have made a personal inspection of the property~that is;the-subject ofthis report. • No one provided significant professional assistance.to the person signing this report. • My analyses, opinionsS; and'.conclusions were. developed, and this report-has been prepared,'in eonfomrity with the Uniform Standards of Professional, Appraisal.Practice:. , Helen Rider Appraiser ' 12/3/2008 Page.S of 7 Prepared For: Tammy K. Hoffrnan Datec 12/3/2008 .Item 1 Necklace . One lady's Mazco Bicego 'Madagascar''necklace:. This necklace is seven strands of 18kt yellow gold cable with a pushbutton release •clasp. There are seven 18kt white gold, oval pave diamond stations. along the . strands. The diamonds weigh 1.SOcttw. 1VIarco.Bicego style CG184B. Total Approximate Fair 1Vlarket-Value Excluding Tax $2,705.00 Item: 2 Earrings. One pair of lady's Roberto Coin:l8kt yellow and white gold Woven Hoop earrings: These~earrings. are - :woven yellovV":gold with one white gold-pave diamond station on the front. The diamonds weigh .14cttw. Roberto Coin style 5SS324AJERXO. Total Approximate Fair'Market Value: Excluding Tax $520:00 Item 3 .Ring One lady's David Yunnan 18kt yellow gold Crossover: diamond ring: This ring has two rows of cawed :cable crossing .under two rows of fifteen bead- set round diamonds: The damonds,weigh .63cttw: Yurman style R06802D-88-ADI. Total Approximate Fair VlarketValue Excluding:Tax $1,800:00 Item 4 _ .Necklace One lady's -David Yurman 18kt yellow .gold Oval, Link Cha.ui necklace. This necklace measures 16" long with a concealed clasp. 1t has .cable design links alternating with plain oval links. Yurman style CHO 132- 88-1b. Total Approximate Fair Mazket.Value Excluding Tax $2,400:00 Item 5 Earrings .One pair of lady's David 1'urrnan sterling silver and 18kt yellow gold Crossover Medium Hoop earrings. Each hoop is silver cable crossing over.plain gold: Yurman style.E06S63M-S8. Total Approximate Fair IVlarket Value Excluding.Tax $262:50 Item 6 Necklace One lady's David Yunnan sterling silver and'1'8kf yellow gold Extra-Large Oval.Link necklace. This necklace has silver cable links alternating"withplain gold links and a concealed clasp. Yunnanstyle CH0143-S8-17: Total Approximate Fair 1Vlarket Value Excluding Tax $975.00 Page 6.of 7 Item 7 Pendant. '. _ One ady's David l'.urman sterling silver and 18kt, yellow gold Medium-Lock enhancer. 'This enhancer is silver with a gold DY -logo on one side.. Yurman style D06677-58: Total Approximate Fair Market Value Excluding Tax $185.00 Item 8 , Earrings ,_ One pair of lady's David Yurman 18kt yellow and wlute.gold Large Crossover Hoop earrings with diamonds. Each earring is ,gold cable hoop crossing under.a plain,, -white gold, hoop of 19 bead-set round diamonds. The diamonds weigh .57,cttw. Yurman style E06565IvI=88-ADL Total Approximate Fair Mazket Value Excluding:Tax $1;575.00 Item 9 Pendant.. .One lady's David Yurman sterling silver and 18kt yellow gold Large Albion Square turquoise enhancer. This enhancer is sterling-silver with a cable design azound he edges inprofile. It is set with one•20MM square turquoise "cabochon in a gold bezel. -The bail s`hinged to open. 'The front of the .bail is gold and the back:is silver. Yurmari style D06644-S8=BTQ:, -Total Approximate Fair; Market Value Excluding Tax $600.00 Item 10 Earrings- , Onepair of lady's David.Yurman;l8kt yellow and white gold Crossover Hoop earrings. with diamonds: Each earring is a gold cable hoopcrossing under a plain, white gold-hoop of 17 bead- set round diamonds< The diamonds weigh :5lcttw., Total Approxunate Fair.Market Value Excluding Tax . $1,425.00 Total, Approximate Fair Market Value -for All-Items -Excluding Tax:. $12,447.:50 Twelve housand four hundred forty-seven dollars and-fifty cents' Signature: of Appraiser: Helen 1Zider Appraiser Charles Schwab IRA 6097-1246 Date of Death: 09/08/2008 Estate of: Estate of Sandra Hauck Valuation Date: 09/08/2008 Account: 90772 Processing Date: 10/16/2008 Report Type: Date of Death Number of Securities: 7 File ID: Hauck, Sandra Estate Schwab IRA 6097-1246 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 248.601 COLUMBIA FDS SER TR I (19765Y514) VAL & RESTRUCT Mutual Fund (as quoted by NASDAQ) 09/08/2008 2) 854.894 JANUS INVT FD (471023598) MID CP VAL INV Mutual Fund (as quoted by NASDAQ) 09/08/2008 3) 1259.074 NORTHERN FDS (665162400) SM CAP VALUE Mutual Fund (as quoted by NASDAQ) 09/08/2008 4) 13595.88 SCHWAS CHARLES FAMILY FD (808515738) CASH RESERVES Mutual Fund (as quoted by NASDAQ) No pricing information 5) 201.24 PRICE T ROWE GROWTH STK FD INC (741479109) COM Mutual Fund (as quoted by NASDAQ) 09/08/2008 6) 614.977 VANGUARD/WELLINGTON FD INC (921935102) COM Mutual Fund (as quoted by NASDAQ) 09/08/2008 7) 187.5132 SELECT SECTOR SPDR TR (81369Y407) SBI CONS DISCR American Stock Exchange 49.24000 Mkt 49.240000 22.07000 Mkt 22.070000 14.38000 Mkt 14.380000 28.30000 Mkt 28.300000 30.00000 Mkt 30.000000 09/08/2008 31.65000 30.86000 H/L 31.255000 Total Value: Total Accrual: Total: $79,219.23 12,241.11 18,867.51 18,105.48 N/A 5,695.09 18,449.31 5,860.73 $79,219.23 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0) Charles Schwab IRA 6096-8246 Date of Death: 09/08/2008 Estate of: Estate of Sandra Hauck Valuation Date: 09/08/2008 Account: 90772 Processing Date: 10/22/2008 Report Type: Date of Death Number of Securities: 1 File ID: Hauck, Sandra Estate Schwab IRA 6096-8246 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 104.796 VANGUARD/WELLINGTON FD INC (921935102) COM Mutual Fund (as quoted by NASDAQ) 09/06/2008 30.00000 Mkt 30.000000 3,143.88 Total Value: Total Accrual: Total: $3,143.88 ~ 3,a y~.a~ $3,143.88 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.0) Dec 04 OS O4:58p Eric R. Lohr 717-986-1170 p.2 Page : 1 Document Name : untitled S~~o,, t'n- , ~~ DDHTST Time Deposit Display History 6017 12/02/08 Acct 1208700342 Alpha key HAUCKS..01 Request ALLTRANS INT PYMT Trans date 08/29/08 Pymt date 08/31/08 Amt 7.67 CV 2 , 5 5 7.4 9 ..~ ~ . oa ~ 2 ~ ~ ~ ,•-~~ ~ ~'" ~"4 '4 ° ~~ INT PYMT Trans date 09/30/08 Pymt date 09/30/08 Amt 7.44 CV 2,564.93 ACCT CHG Trans date 10/08/08 Orig branch 00057 Customer Initiated N Eff date 10/07/08 INT PYMT Trans date 10/31/08 Pymt date 10/31/08 Amt 7.71 CV 2,572.64 INT PYMT Trans date 11/28/08 Pymt date 11/30/08 Amt 7.49 CV 2,580.13 TDDHISTREQ TDDMAIN TDDINT TDCMISC TDDHZSTMONEY Last page of information. _ _ _ _ GN20000I02 COMMAND =__> F2=Retrieve F3=Exit F4=CRFwindow F6=Toggle F7=Backward ~~ ~,~, 1 C7 c~ c~ -CX.~ ~~ ~~c~.~ . ~~gJ KEEPER WOOD ALLEN &RAHAL, LLP CHARLES W. RUBENDALLII ATTORNEYS AT LAW ESTA@LISHED IN IB78 ROBERT L. WELDON 635 NORTH 12"' STREET, SUITE 400 EUGENE E. PEPINSKY, JR. OF COUNSEL: JOHN H. ENOSIII LEMOYNE, PA 17043 N. DAVID RAHAL GARY E. FRENCH ' SAMUEL C. HARRY 717-612-5800 PHONE DONNA S. WELDON BRADFORD DORRANCE FAX 717-612-5805 HARRISBURG OFFICE: JEFFREY S. STOKES Y 210 WALNUT STREET ROBERT R. CHURCH EIN No. 23-0716135 HARRISBURG, PA 17101 STEPHEN L. GROSE www.keeferwood.com R. SCOTT 5HEARER PHONE 717-255-8000 ELYSE E. ROGERS June 8, 2009 CRAIG A. LONGYEAR JOHN A. FEIGHTEL 717-612-5801 STEPHANIE KLEINFELTER DONALD M. LEWISSl= erogers@keeferwood.com ERIC R. AUGUSTINE TODD F. TRUNTZ LAUREN S. WELDON VIA HAND DELIVERY ~, Register of Wills of Cumberland County ~?p ;;, ,- One Courthouse Square ^;-'. =Q C-; Carlisle, PA 17013 ' ~ ~~ I - - 0~ '_ :r Re: Estate of Sandra L. Hauck c~-~ File No. 2008-00951 ~ ~'=~ T -- ~> N Dear Madam: ~, Enclosed herewith please find the following: 1. Pennsylvania Inheritance Tax Return (in duplicate); 2. Inventory; and 3. Check in the amount of $30 representing your filing fees. The 706 has been filed directly with the Department of Revenue. Please note there is a refund of inheritance tax due. Kindly stamp the enclosed extra copy of this letter and return it in the envelope provided. car Enclosures cc: Eric R. Lohr Tammy K. Hoffman Sincerely yours, ..~~-- ~ > Elys E. Rogers