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HomeMy WebLinkAbout08-11-09 (2) 5D5607121 REV-1500 Ex (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 8 0 6 4 4 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 4 4 4 0 3 8 4 6 0 4 1 4 2 0 0 8 D 3 0 6 1 9 5 0 Decedent's Last Name Suffix Decedent's First Name MI C O O K W I L L I A M A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI C O O K C H R I S T I N E A Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Return ~ 2. Supplemental Retum ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) ^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number r~a S T E V E N W F A H N E S T O C K C P A 7 1 7 ~?~7 53i 6.,6=r; Firm Name (If Applicable) _ ~ REGISTER OF ~S US ~ILY ~ , ~7 F A H N E S T O C K & A S S O C I A T E S ~' ~ --- ~~ T`~ = ~ ~, -= First line of address ~ ~'r' ~'~ `~ ~ 1 5 1 3 C E D A R C I F F D R ~ ,~ `'`, ~ ` -~~ rv - =-,z Second line of address , , . , -~ ~"~ I -~ W City or Post Office State ZIP Code ~ DATE FILED C A M P H I L L P A 1 7 0 1 1 Correspondent's a-mail address: Steve@fahfleStOCkCpa.COfi1 Under penalties of perjury, I declare that I have examined this return, including accompanyin tatements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. FOR FILING RETURN 6 A SS 236 EWE RD MECHANICSBURG PA 055 SIGN E OF PRE E THAN REPRESENTATIVE D TE 05 A 513 C DAR CLIFF DR CAMP HILL PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 J 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: WILLIAM A• COOK 1 4 4 4 0 3 8 4 6 RECAPITULATION 1. Real estate (Schedule A) ........................................ 1. 2. Stocks and Bonds (Schedule B) ......... 2 7 1 1 2 5. 4 2 ......................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ................. ..... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. 4 0 3 D • 0 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 1 3 3 4 3 1. 0 2 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ..... .. 7. 8. Total Gross Assets (total Lines 1-7) .................... ..... .. 8. 4 0 8 5 8 6. 4 4 9. Funeral Expenses & Administrative Costs (Schedule H) ......... ..... .. 9. 6 1 4 9 , 5 1 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... ..... .. 10. 11. Total Deductions (total Lines 9 & 10) .................... ..... .. 11. 6 1 4 9 . 5 1 12. Net Value of Estate (Line 8 minus Line 11) .................. ..... .. 12. 4 D 2 4 3 6 . 9 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........... ..... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........... ..... .. 14. 4 D 2 4 3 6. 9 3 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.ooo 3 9 2 4 3 6. 9 3 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 1 D 0 0 0. D 0 16. 4 5 0. 0 0 17. Amount of Line 14 taxable D 0 0 D O D at sibling rate X .12 17. . 18. Amount of Line 14 taxable D 0 ll 0 D 0 0 at co ateral rate X .15 1 g . 19. Tax Due ......................................... ..... ..19. 4 5 0. 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 15056D7221 15D5607221 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 08 0644 DECEDENTS NAME WILLIAM A. COOK STREET ADDRESS 236 EWE RD CITY MECHANICSBURG STATE PA ZIP 17055 Tax Payments and Credits: ~ • Tax Due (Page 2 Line 19) (1) 450.00 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B +C ~ (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D +E ~ 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) 0.00 (4) 0.00 (5) 450.00 (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (56) 450.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................ ...... ^ 0 b. retain the right to designate who shall use the property transferred or its income; ......................... ...... ^ ^X c. retain a reversionary interest; or .......................................................................................... ...... ^ 0 d. receive the promise for life of either payments, benefits or care? ................................................. ...... ^ Q 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................. ...... ^ ^X 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ... ...... ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................ ...... X^ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM A. COOK 21 08 0644 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM ~ VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. WACHOVIA SECURITIES IRA ACCOUNT NUMBER 2090-3446 HELD BY WELLS 60,594.15 FARGO ADVISORS. CHRISTINE COOK AS BENEFICIARY. 2. RITE AID 401 K ACCOUNT NUMBER 3846 HELD BY T. ROWE PRICE. CHRISTINE COOK AS BENEFICIARY 3. (SERIES EE SAVINGS BONDS 209, 818.49 712.78 TOTAL (Also enter on line 2, Recapitulation) ~ a (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER WILLIAM A. COOK 21 08 0644 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2000 FORD MUSTANG 4,030.00 TOTAL (Also enter on line 5, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE WILLIAM A. COOK 21 08 0644 If an asset was made joint within one year of the decedents date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. CHRISTINE COOK 13 C JOINTLY-OWNED PROPERTY: ADDRESS RELATIONSHIP TO DECEDENT 236 EWE RD MECHANICSBURG PA 17055 SPOUSE ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A. 2000 PSECU REGULAR SHARE ID 01 256.37 50. 128.19 2. A. 2000 PSECU MONEY MARKET ID 07 9,636.51 50. 4,818.26 3. A. 2002 VANGUARD PA T/E MONEY MARKET FUND 11,853.69 50. 5,926.85 4. A. 2000 PNC BANK CHECKING ACCOUNT NUMBER 1,916.29 50. 958.15 51-4008-4974 5. A. 2000 PNC BANK SAVINGS ACCOUNT NUMBER 516.28 50. 258.14 51-3004-7555 6. A. 2000 ETRADE SECURITIES ACCOUNT NUMBER 9685 256.85 50. 128.43 CONTAINING 110 SHARES RITE AIDE STOCK 7. A. 1987 236 EWE ROAD MECHANICSBURG PA 17055 236,936.00 50. 118,468.00 TAX ASSESSMENT $194,210, COMMON LEVEL RATIO 1.22. 8. A. 2004 2004 CHRYSLER SEBRING 5,490.00 50. 2,745.00 TOTAL (Also enter on line 6, Recapitulation) I $ 133,431.02 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER WILLIAM A. COOK 21 08 0644 Debts of decedent must be n;ported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME 5,253.01 2. PARTHEMORE FUNERAL HOME (ADDITIONAL COSTS) 124.50 B. 2. 3. 4. 5. 6. 7 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Year(s) Commission Paid: Attorney Fees Fatuity Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State _ Relationship of Claimant to Decedent Probate Fees CUMBERLAND COUNTY -REGISTER OF WILLS Accountant's Fees STEVEN W FAHNESTOCK, CPA Tax Return Preparer's Fees Zip Zip 72.00 700.00 TOTAL (Also enter on line 9, Recapitulation) I $ 6,149.51 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM A_ COOK 21 08 0644 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. CHRISTINE COOK Spousal 392,436.93 236 EWE RD MECHANICSBURG PA 17055 2. KIMBERLY COOK Lineal 10,000.00 107 HALSTEAD AVE 3RD FLOOR WALLINGTON NJ 05057 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II, NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 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) "~ritt~t tX1 ~~ (`des#~x~te~# v# WILLIAM A. COOR I, William A. Cook, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking any and all. prior Wills and Codicils thereto by me at anytime heretofore made. FIRST I direct that all my just debts and the expenses of my last illness and funeral shall be paid from the assets of my estate as soon as practicable after my decease. I direct that I be cremated. I authorize my personal representative to expend funds from my estate in such amounts as my personal representative shall consider for a proper memorial ~`~ service in my memory along with a suitable memorial for my remains . " SECOND I give and bequeath all automobiles, household effects and other tangible personal property, not including cash or securities, owned by me at my death, together with all proceeds of any insurance thereon, to my wife, Christine Cook, providing that she is living on the sixtieth (60th) day after the date of my death. Should my wife, Christine Cook, not be living on the sixtieth (60th) day after the date of my death, I bequeath such tangible personalty and insurance thereon to such of my children as are living on the date of my death, to be divided between or among them as they shall agree, any children who are then minors to be represented in such agreement by my Executor. In the event that no agreement is reached, the said personalty shall be sold, in whole or in part, as my personal representative shall determine, and the proceeds shall become a part of my residuary estate. Any item of personalty passing to a minor under this paragraph may be delivered to the minor or to any person to hold for the minor, as my Executor thinks advisable, and the receipt of any such person, including the minor, shall constitute a full and complete discharge to my Executor. Notwithstanding the above, I give and bequeath $10,000.00 to ~~i my daughter, Kimberly Cook. ~r~---~'"~` THIRD I give, devise and bequeath the residue of my estate, of every nature and wherever situate tom wife Christine C o y ook, pr viding that she is living on the sixtieth (60th) day aftE~r the date of my ~~ death. In the event my wife, Christine Cook, is r.~ot living on the sixtieth (50th) day after the date of my death, thE~n I give, devise ~~~ and bequeath the residue of my estate, of every nature and wherever situate, to my sons, Richard A. Cook and Charles M. Cook, to be divided equally, share and share alike. The share of any deceased child to pass to his or her descendants, per stirpes. 2 FOURTH In the event any beneficiary who is entitled to a share of the residue under Item Third has not yet attained the age of twenty-one (21) years at the time for distribution to him or her, then I give, devise and bequeath the share of each such beneficiary to my trustee hereinafter named, IN TRUST, nevertheless, upon the following terms and conditions: A. The income and so much of the principal. as may, in the sole discretion of my trustee, be necessary for the maintenance, support, medical expenses, and education of the beneficiary, shall be paid to thE~ beneficiary or shall be applied directly for his or her benefit. B. Any income not so paid or applied shall be accumulated and added to such beneficiary's share of the trust estate. C. Any income and principal remaining in such beneficiary's share of the trust shall be distributed to such beneficiary when he or she attains the age of twenty-one (21) years. '~ D. In the event any such beneficiary who has not yet ~~ attained the age of twenty-one (21) years at the time of my death dies before distribution of h:is or her entire principal share, then such share shall be distributed to such beneficiary's then living descendants, per stirpes, 3 absolutely; or in default of such descendants, it shall be distributed in accordance with Item Third of this Will. E. Any income or principal payable to a beneficiary under this Item Fourth may be accumulated or expended for the maintenance, support, medical expenses, or education of such beneficiary as the trustee, in his sole discretion, may determine. My trustee may, in his discretion, pay the said income or principal directly to the beneficiary, to the person having the care or control of such beneficiary, or to any institution entitled to such payment by reason of services rendered to or to be rendered to said beneficiary, without the intervention of a guardian. FIFTH All principal and income, until actual distribution to the beneficiaries, shall be free of the debts, contracts, assignments, alienations and anticipations of an beneficiar and the same Y Y, shall not be subject to any levy, attachment., execution or sequestration. `~~ SIXTH I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, 4 shall be paid from my residuary estate as a part of the expenses of the administration of the estate. SEVENTH My personal representative and trustee shall have the following powers in addition to those vested in them by law and by other provisions of this Will: A. To retain any or all assets of my estate, real or personal, without regard to any principle of diversification, risk or productivity. B. To invest in all forms of property (including stocks or other securities of my corporate fiduciary or its successor, or of a holding company controlling my corporate fiduciary or its successor, and common trust funds and mortgage investment funds, whether maintained by my corporate fiduciary or its successor or others), without restriction to legal investments, as they may deem proper, without regard to any principle of diversification, risk or productivity. C. To purchase investments at a premium or discount. D. To exercise all rights of a security holder or ~'~ shareholder in any corporation; to give proxies; to join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security 5 holders; and to delegate discretionary duties with respect thereto. E. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. F. To allocate receipts and expenses to principal or income, or partly to each, as my corporate trustee thinks proper. G. To borrow money from my corporate fiduci<~ry or others and to mortgage or pledge any real or personal property as security therefore, in their sole discretion. H. To compromise any claim or controversy without order of court or consent of any beneficiary. I. To exercise any option, right or privilege granted in insurance policies or arising from ownership of investments. J. To join with my wife, Christine Cook, or her personal representative, in filing a joint income tax return, and to join in any gifts made by my wife for gift tax \\~~ purposes. Any income of gift taxes due on such returns and any deficiencies, interest, penalties or refunds thereon shall be allocated between my estate and my wife 6 or her estate as my Executor and my wife or her personal representative may agree. K. To permit my minor children to occupy any real estate retained or acquired upon such terms and conditions as my trustee may deem proper. L. To make any distribution herein provided for in cash, in kind, or partly in each, at valuations fixed by my personal representative or trustee at the time of distribution. EIGHTH Should my wife, Christine Cook, predecease me before any of our children have reached the age of eighteen (18) years, I appoint my brother, Frederick C. Cook, III, of Scullville, New Jersey, as guardian of the persons and estates of such childrE~n, in order that c~~, they may be adequately cared for in the proper environment. If v the aforesaid Frederick C. Cook, III, is unable or unwilling to act or to continue to act in that capacity, then I appoint my parents, Frederick C. Cook, Jr., and Gladys Cook of Cardiff, New Jersey, as • ~ the guardian of the persons and estates of each of my minor children. NINTH I appoint my wife, Christine Cook, of Mechanicsburg, Pennsylvania, Executrix, of this, my Last Will and Testament. Should my wife, Christine Cook, predecease me or for any reason 7 fail to qualify as such Executrix, or having qu<~lified, fail to serve as such Executrix, then I nominate, constitute and appoint my father, Frederick C. Cook, Jr., of Cardiff, New Jersey, Executor of this My Last Will and Testament. TENTH I appoint my brother, Frederick C. Cook, III, of Scullville, New Jersey, as Trustee of the trusts created under this Will. If the aforesaid Frederick C. Cook, III, is unable or unwilling to act or to continue to act in that capacity, then I appoint my father, Frederick C. Cook, Jr., of Cardiff, New Jersey, as Trustee of the trusts created under this Will. ELEVENTH My Executor and Trustee shall not be required to post security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of eight (8) typewritten pages, the first seven (7) of which bear my signature in the margin for the purpose of identification, this ~~ day of May, 1990. Testator 8 Signed, sealed, published and declared by the above-named Testator, William A. Cook, as and for his Last Will and Testament, in the sight and presence of us, who, at his request, in his sight and presence and in the sight and presence of a_ach other, have hereunto subscribed our names as witnesses. Address 23~ I I"~C1.~y~-~~ ~j ~ I Q~- ~ ~- c~11 i ! t,~ s.., -ycra Address a~~ ~ ~L~~ ,,~~i ~~ COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF G,,~-~~.,1,;~ <~~..~.;'~`G~. ) I, WILLIAM A. COOK, THE TESTATOR, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE ME BY WILLIAM A. COOK, THE TESTATOR THIS _j~' DAY OF MAY, 1990. F~fr,~s:~..S~:~ Testator ~~~~ LISA'MI. k~i;TJ~fG, ;+~-:~ i ~~~Y GL~+ ;G b{lti^ir^Stet;~;tz,I'Jriltf~h`titdliri~;:e`t"f 1 P~ai~?~-,F~~:~31~.~~n~xc~~~,z~:Y~:~:;;s Notary Publi COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF ~~'-~~=~`-L~-'~-~'~`~~-- ) WE , !`J,l ~t~Y~ L • ~.9'. S L,, AND ~ ~~y~ 9j.~,~QG~ /U,~ THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATOR SIGN AND EXECUTE THE INSTRUMENT AS HIS LAST WILL AND TESTAMENT; THAT HE SIGNED WILLINGLY AND THAT HE EXECUTED IT AS HIS FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATOR SIGNED THE WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATOR WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. SWORN OR AFFIRMED TO AND ~~' DAY OF MAY, 1990. ~ BSCRIBED TO BEFORE ME, THIS ~Lh .~. s ..~,>Tr~M.'vxn. -i++: ---- yam- .: i^r .Y.^~Y~Y,elnYt-Y:'Y.i . ~;1_5.`7~h~1~, ~~,~ifi5~?ti ``fi ``~%LS"i~ rtt1i~,~~ iy~ ~i2=ir~i'~.e~'-d[~ iSi~V ~7"a~i'a VT_YJ-i'3~"l ply(~e~a.[~iis.Ri`~~~Yr:j,:n«:ir~: ~;^^s4'~i::`~r witness'/ '" U (/ ~ '~~ ~~ ~ ~ ~~~~ C~~~ •~ ~Ot ry Public E~ Wells Fargo Advisors, LLC Three Lemoyne Drive Lemoyne, PA 17043 Te1717-761-7344 Fax 717-975-8426 Boo-ass-assn June 5, 2009 Member FINRA/SIPC Mrs. Christine Cook 236 Ewe Road Mechanicsburg PA 17055-4872 RE: Acct #2090-3446 N/O William A Cook Dear Chris, TM Raymond G. Woods Jr., CFP Senior Vice President -Investments ray.woods@wfadvisors. wm Shelly A. Weibley Senior Registered Client Associate shellv.wei bleu@wfadvisors. com Please be advised that as of April 15, 2008, Bill maintained an IRA account at Wachovia Securities. Title: William A Cook IRA Opened: 10/12/2001 Beneficiary: Christine Cook Assets and value in this account are as follows: 402.503 shs iSliares TR S&P Midcap 400 (IJH) $32,051.31 389.557 shs iShares TR Russell 1000 (IWD) $28,542.84 $60,594.15 Bill's IRA account was transferred to you in June, 2008. If you need any additional information regarding this account, please don't hesitate to call. Si erely, f '~ U Shelly A. Weibley Senior Registered Account Assoc. THE INFORb7ATI0N CONTAINED HEREIN HAS BEEN OBTAINED FROM SOURCES BELIEVED RELIABLE BUT NOT NECESSARILY COPAPLETE AND CANNOT BE GUARANTEED. THIS REPORT IS NOT THE OFFICIAL RECORD OF YOUR ACCOUNT. YOUR WACHOVIA SECURITIES CLIENT STATEMENT 15 THE OFFICIAL RECORD OF YOUR ACCOUNT. vvi vJi vo vo.vY rna IlpJLLYLJl 1Ar nr•1l11L lIItILL ~VVL T~a~e~r~e I%tVVEST 1,+VlTFi 4ON FIDEN~E Retirement Platt Services 4515 Painters Mill Road Baltimore, MD 21117 June 5, 2009 _ William Cook '-~' ~t 1~ c/o Christine Cook 236 Ewe Rd. Mechanicsburg, PA 17055 Dear Mrs. Christine Cook: Thank you for contacting T. Rowe Price. Please accept this letter in response to your request to receive current account information on your Rite Aid 401(k) account (account number xxx-xx-3846 )_ The information provided reflects your account values as of April 15, 2008_ Accordung to our records, as of April 15,2008, your total market value was $209,818.49, and yowc vested account balance was $209,818.49. I hope this information has been helpful. If you have additional questions, please contact a retirement plan representative at 1-800-922-9945. Representatives are available Monday throug~i Friday from 7 a_m. to I O p.m. ET. S' c ely, artetta Farr Retirement Plan Representative T. Rowe Price Retirement Plau Services, Inc. .alcutateu Vi11L1C UI r oLQ raper ~avmgs tsona~s) http://www.treas~uydirect.gov/BGSBCPrice Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 04/2008 Total Price Total Value Total Interest YTD Interest §275.00 5712.78 5437 78 $0.00 Bonds: 1-11 of 11 Serial ? Series Denom Issue Date Nerzt Accrual Final Maturity Issue Price Interest [merest Rate Value Note 1530663057EE EE §50. 11/1994! 0$/20D8 11/2024 §25.00 ¢1836 4.01% ;43.36. L515529406EE EE ;50. 11/1993. 06/2D08 11/2023 525.00 ;2036 3.72% ;'35.36 L481434874EE EE 550'. 11/1992.. 05/2008 31/2022 ;25.00 532.24 4.00% 557.24: L386157395EE EE 550. 12/1988 06/2008 12/2018. 525.00 ;42.06 4.00% 567.06 L930B11157EE EE §50 12/1987 06/2008 12/2017 ;25.00 544.78 4.00% ;69.78 L261911766EE EE .,;50 12/1986-. - 06/2008 12/2016; §25.00 ;47.60: 4.00% ;72.60 L227986611EE EE $50 12/1985 06/2008 12/2015- 525.00 ;59.00- 4.00% ;84.00 L183278998EE EE SSO~ 11/1984. 05/2008 11/2014' 525.00 f62.40 4.00% ;87.40 L479090007EE EE 550: _ 11/1991' OS/2008 11/2021. ;25.00 §34.56 4.00% ;5956. L476508165EE EE ;SOi 11/1990 05/2008 11/2020 525.00 ;36.96- 4.00% $61.96 L413966232EE EE ;50. 12/1989.. .06/2008 12/2019 §25.00 _;39.46: 4.00% ;64.46 Totals for 11 Bonds 275.00 37.78 _. 712.78 Notes NI NO[IUUed NE . Not eligible for payment PS Indudes 3 month Interest penalty MA -Matured and not earnin Interest of 1 8/5/2009 10:32 AM 2000 Ford Mustang -Private Party Pricing Report -Kelley Blue Book http://www.kbb.com/KBB/Selection/Condition.aspx?VehicleClass=U... Kelley Blue Book ~ THE 7RUSTEO RESOURCE Home New Gn Used Cars Research s Explore News ! Raviaws Dealerc s Inventory ClassHleds Loans • Insurance u: I seartn u:ea car tutngs I c•rcrwa Pr.-owoea I [ampere venkre I Pertert car Fide. I Most pezeartMd V•hkks I CARFA% Vehkr Hbtory Wa_...... ....~• , StJn In j Crea:e Ac<ounl i My KBB ZID Coda: 1)055 Pe<vnUy yawed ,ou MqM Also Llte F.ee Dealer Prce Quote LMect Car News Cash for Conkers Status UDda[a More flews tlomr ' gs•d cws ' 2R44 ' Eor4 ' HYW09 'Coup ID (~ Save venlcle Pnn[ rti Email Ez BaOKtMRK l , ' L1_ 2000 Ford Mustang Coupe 2D Trade-In Value Private Party Value BWE BOOK' PRIVATE PART1 YAEUE '~ ='.-.'~' Suggestetl Retail Value Photo Gallery Compare VeNUes vrwr Review Consumer Ratlngs find Your Next Car 5 edflcatlo s p n Mon PMtos rw ShopPinq TOOIs NEXT STEP • SEJIRCH LOCAL USTNGS Free CARFAI Record Check Auto Loan from SA9M~ PPP ..... - ' ' Get Your Creda Sco,e Now Free GRFAx ReoOrd Ched N'~•d by Get a Fm Insursnce Quote PaYman[Cakubtor - - - Exrerdaa warranty Quute VIN: -__., _... Pmt For Sak Sbn No VWi No Problem! RUTAU$FU(AR Average COnwmer Rating (1043 Reviews) Reatl Reviews Oe ekrs [bole C WYleda° {} 'T}4.}(}~" 1.6 OUt M 5 Fevlew this Vehicle Ford. Similar New Vahk:las MiblSq _. ... 2010 Ford Mwtarg 2010 [IKVrolet Camero 50 MLS ffiC d 17055 j motoz p Revrw Revkw ' Te Vkaw Ab, Carle 2tlcRS Bdcu9 More Recults "'. FIXD THE RI6NT UR Compere OSed va. New Vehida Highlights lkxw_(Sr000 MYpu 90.000 Both New erd U54tl Enabts V6 3.a LRar Caipe.. Tnremwbm AldomNk DrNOtnis RWD To Vb LYt, CRdt ...... VIEW ANOTHER YEMI[LE Selected Equipment Change Equipment SeleLt var Sbnd•rd .. ~ Ak CoM[bK0 Ti WM•I DwIFnM Ak Bags Belec[Meka... . Power StaerYp AM/FM Steno AbY WMab Selw.t Mody.._ Power WYdows Cau•tte Power DJDr locks SYpN COmpsd Okc Or Searth by Category oreMr~ge zID eoa9 Blue Book Private Party Value PrbaG PoM Vake b whit • buyer expect to pw wwn OWb9 a wad or ©Estimatsd Psyments ts WrtY. TM PM ~~w tM vhtr b mH •As seo Yrro a 5 99 APR 4 and mY tMr tM tM o emney (o tYxdnp FeUOry wamnryl. TM . Ibal ole prkx mw vary dapandk0 on tM vNkk'a artwl mrdebn aM b<al r-• ....., market contltb m. Thk va W mw ako ba used to derba hY Market Vake br Munnc• and vahtr dowtbn pwpaus. Get aPre-Ownetl lean lmm 6A9~W Apa Vah{Cls Condition Ratings Ched Vehicle Title History Get Your CreOi 5<ore Now E%Ce11eM Gat a Free lruroance Quote CI~:7LFJ ;4,455 • looks mw, b h axnYM meWrdol mMtbn aryl needs m ntenatbnYlp. • Never Md aw p+dM or body work and b fns o/ rust. • Cwn ttr hktory aM w0 pass • smog and arty hspeRbn. • ErpM mmpanmeM r Gran, wth ra Mdd wks and b /n• of arty r vber a.f. ta. com r • p ee am y.drobr s.rvk. r•coMS. Lass tMn 5% of al wed vehkrs M keo [MS ra[epery. Good Dann ;a,o3o . Fr.. ef,m m.~or a.r<ee. • tree m. hbbry, tM pbu, body, and ksewr Mw onN mHOr ry aw> brmwwa, and then en m malor macMnkal pobrms. • Lew or no rvn on for e.nkr. • Tkea memo eoa hw• avbsbntW toad w.ar rrt. • A •pooa•..nkr wRn.•e dom. nwmmrYng to M eou,t ntat Most comumar owned vhkks ae wo tNs category. Fair ~_~ ;3,530 • som. macMrsol or <oem.uc a.rcts ,na made servky,9 bd r ate b n.aewbr rlmMip <onamn. • cwn tkr nrtory, Pw wet, bony ed/or ks•wr n•.d work prbrmed by . pnhubneL • Tina may wed to M npbc•d. • TMn mw M dome npeksbr mse wm,ge. Condition .:...., ., Value Excellent ;4,455 ~+~ ;4,030 Fair ;3,530 l of 2 8/5/2009 10:52 AM ~ 3,05PM STATEMENT OF ACCOUNT ,dEDIT IIN'ION PLACE :-fARRISBURG, PA 17110 fhw ihnan/~1a7 L'Mtw. N0. 106 P, 2 WILLIAM A COOK CHRISTINE COOK 236 EWE RD 04/01/08 04/30/08 MECfIANYCSBURG PA 17055-4872362 7J~ t`~~~~i~ ~~U.3 u~lt tl~~'~i~i~Id414~•u.:~y~r~F'Rl'~yyll~y,~l`; ~~I:~tI VIFIt^t~~ i~. r~l',r~,~., ~<~y~.. ~h. ~ ~~~'~F-'~:~l i~l~~,~w~'1-7 ~~~'iI,',.`ft .`}'~,--- ~ff~~l ~ ~ t. I., kr ~ ~~ ~ SC+-r7A,G~~I ~..~W ~~t~ ti ~. !{... ~ ~ ~ I~,., ~~ ~ r"~l.I, ~f, I I ~I ~Y ,~i ~i~~~,c.- ~ i9~, r.! '~i~^ ~' f,~~,l l-x'~(M t'~:' ::11 dt.~,~;~:;~r`.r>~a.'il`~d. ~~a~Ei"i.:::t...-.~,;y~"rc,:.?~„~~:~L:11.~.~1._J~~? ~,I:~.ICI.s....~~]i~~,..1...:..t...L~;:,;.~~~~u:~'~~.y~~"sr?~lz:,r`^i„f-.~ti~::i,i., .:t::~L~u~ 04/01 TD O1 REGU7~1R SHARE Beginning Balance 256.11 04/30 Payment: bividend 1.2408 0.26 256.37 Annual Percentage Yield Earned 1.24$ from 04/01/08 through 04/30/08 Based on Average Daily Balance of 256.11 04/30 Ez~ding Balance 256.37 Dividend YTD: Year to Date 0.45 04/01 ID 07 MOPIEY MARKET Beginning Balala.Ce 9386.51 04/10 Payment: Direct Deposit RAR RITE AID 250.00 9636.51 TXPE_ PAYROLL ID: 3954391249 CO: RAR RITE AID 04/15 Withdrawal By Check 5000.00- 4636.52 04/24 Payment: Direct Deposit RAR RITE AID 250.00 4886.51 TYPE: PAYROLL ID: 3954391249 CO: RAR RI'T'E AID 04/28 DIVIDEND RATE CHANGED FROM 2.96 TO 2.81 04/30 Payment: Dividend 2.810 16.88 4903.39 Annual Percentage Yield Earned 2.99$ fx'om 04/01/08 through 04/30/06 04/30 Ending Balance 4903.39 Dividend YTD: Year to Date 261.25 __________=°=__~___~___=-----~______=_°___~_=__~_=~---s_______________~______=___=__----- Total Dividend YTD: Year tv Date 261.70 201,316 a. E W K ca F- ,~ Q 'C , 9+ ~ N LL C C ~ d 0 4 4 '' O ~ C N f. C ~ ~.~ ~ ~ ~ Z = C O ' G'" ';,~' i : ~~ u~ C W 1~ j ado O ~N W ~ ~ Q r z r. C G U Y~ J v a U~ a~ WZ _ ~ i~ U W o ~ o J ~ ~ r 2 U a M O~ 111 ~o u1 ~+ M t11 CO N N N N O+ 1~ M ti rt O+ W m y sou ~ m m z ~ ~ r ~ ~ z z Z ~ Y ~ Q V IAIVnYII N n O O n OZf ~ O O fD 00 ~ U U O A ~ awoc~~n Z 3 U ~ H W H aF-.z~z HVfWWQ J H r' 2 J ~ ~O U H=F-MW 3U"~NF 0 00 M O+ ~7 M ~O 1~ M M M M tl11~ ~ ~~ .~ .~ ~d G '= o v , 0000 .o ut ~r o M O 1~ O O O M O N N t~ O '..~ ; rt 1 ~ ~ ,~ o L H O O O O O O ` om r-1 r-1 ri m ` L i a u ~o ~n .r ~ MOh~11 ooMO~ N N 1~ O ; i _ ~_ ~o of ~ Q Y w U ~ Z ~ C U av.o-o c c.~ c m v~ Ev C7 ~> ~> ~ > CO Z ~' N'p Q Z L °'L z E E ~ E R ~ U U ~ U ~ ~o m ~~L~~ a> 000000 ~ ie ~ In CG CD rc 0000 M ;z ~ ~~ N 7 ~~ a ~. ~N 00 E er c c a ~O E d w ~c L A fn (7 ', a. d' ~ ~E ~ x a N m ~ F„ c 4~ ~ zc F• 2 GJQ n UY ~ __ ~~ ~~ ~~ ~~ ~~ x Total Banking Statement PNC Bank For the period 03/28/2008 to 04/28/2008 WILLIAM A COOK CHRISTINE COOK 236 EWE RD MECHANICSBURG PA 17055-4872 Primary account number: 51-4008-4974 Page 1 of 5 Number of f:nclosures: 0 ~ For 24-hour banking, and transaction or intere:ct rate information, sign on to a PNC ESank Online Banking at pnc.com. For customer service call 1-868-PNC-BANK between the hours of 6 AM and Midnight ET. Para servicio en espanoT, 1-866-HOLA-PNC Moving? Please contact us at 1-888-PNC-BANK ® Write t:o: Customer Service PO Box 609 Pittsburgh PA 15230-9738 Visit us at pnc.com TDDterminal:l-800-531-1648 For he<rdng impaired clients only Relationship Overview Bank Deposit Accounts Description Interest Checking Savings S Total Deposits Traveling Outside the United States? Account Number 51-4008-4974 51-3004-7555 51-3006-2464 - -., ~ ~\: ~~ Stop by your local PNC Bank branch to order foreign currency before you go. wok an o.a n.c.~ - Convenience -carry currency with you for immediate expenses such as taxi fares, tips and meals. - Avoid delays and save time when you travel. - Having local currency for your destination will give you added peace of mind. - mpetitive rates and no transaction fees. - ` en you return with excess currency, PNC can buy it back for U.S. dollars. Visit anv PNC Bank branch for more information. __. _ / Senior Premium Plan William A Cook Interest Checking Account Summary Christine Cook Account number: 51-4008-4974 Balance Summary Beginning Deposits and Checks and other balance other additions deductions 4,366.68 8,414.23 11,758.63 Average monthly balance 2, 577.91 Ending balance 1,022.28 Charges and fees .00 Deposit Balance 1,022.28 #$+F.91• 516.37 •'~ 3,787.30 Please see the Activity Detail section for additional information. Total Banking Statement For 24-hour information, sign on to PNC Bank Online Banking on pnc.com. Account number: 51-4008-4974 -continued Transaction Summary Checks paid/ Check Card POS withdrawals signed transactions 12 15 Total ATM PNC Bank transactions ATM transactions 0 0 Check Card/Bankcard POS PIN transactions 7 Other Bank ATM transactions 0 For the period 03/28/2008 to 04/28/2008 WILLIAM A COOK Primary account number: 51-4008-4974 Page 2 of 5 Interest Summary Annual Percentage Number of days Average collected Interest Paid Yield Eamed (APYE) in interest period balance for APYE this period 0.06$ 32 2,356.69 .12 As of 04/28, a total of $.39 in interest was paid this year. Activity Detail Deposits and Other Ad ditions Date Amount Description 04/04 689.20 Deposit Reference No 027738113 04/10 1,554.04 Direct Deposit -Payroll Rar Rite Aid 04/17 5,000.00 Deposit Reference No 021799303 04/22 306.00 Deposit Reference No 022616431 04/24 558.87 Direct Deposit -Payroll Rar Rite Aid 04/24 306.00 Deposit Reference No 020016953 04/28 .12 Interest Payment There were 7 Deposits and Other Additions totaling $8,414.23 Checks and Substitute Checks Check Date Reference Check Date Reference number Amount paid number number Amount paid number 7299 50.00 04/01 oassalo2s 7306 118.06 04/08 oaB51ss3s 7300 100.00 04/01 o2soo7saa 7307 50.00 04/11 oaaaa52a7 7301 319.03 03/28 otssosoo7 7308 409.00 04/07 o2sslsooa 7303 * 383.73 03/28 o2s7o32ss 7309 635.96 04/11 084439623 7304 11.20 04/04 os7a18o42 7311 * 5,036.76 04/21 o2o2aoaa7 7305 18.10 04/04 027751sa2 7312 84.00 04/24 085262138 * Gap in check sequence Banking/Check Card Withdrawals and Purchases Date Amount Description 03/28 38.02 POS Purchase Giant Food #26 Camp Hill PA 03/31 52.56 POS Purchase Giant Food Sto Mechanicsbur PA 03/31 35.75 3760 Check Card Purchase Bjs Fuel #9025 03/31 26.71 POS Purchase Giant Food Sto Mechanicsbur PA 04/01 27.66 POS Purchase Giant Food Sto Mechanicsbur PA 04/02 24.15 3760 Check Card Purchase Giant Food #331 04/02 11.65 3760 Check Card Purchase Rite Aid Store 3613 04/03 28.00 3760 Check Card Purchase American Home Medical 04/07 113.11 POS Purchase Giant Food Sto Mechanicsbur PA 04/07 34.80 3760 Check Card Purchase Giant Fuel #331 04/07 14.72 3760 Check Card Purchase Pizza Grille 2 04/08 40.80 POS Purchase Giant Food Sto Mechanicsbur PA 04/09 21.99 3760 Check Card Purchase Isaac's Deli #17 04/10 31.87 3760 Check Card Purchase Giant Food #331 04/1 1 68.25 3760 Check Card Purchase Pecg-Cedar Cliff 04/1 1 12.72 3760 Check Card Purchase Triangle Car Wash West 04/14 48.02 POS Purchase Paymentech, L Camp Hill PA 04/14 36.13 3760 Check Card Purchase The Olive Gard00014712 04/14 23.00 3760 Check Card Purchase Isaac's Deli #17 There: were 12 checks listed totaling $7,215.84 There were 7 Check Card/Bank card PIN POS purchases totaling $346.88 There were 15 other Banking Machine/Check Card deductions totaling $426.28 Banking/Check Card Withdrawals and Purchases continued on next page Total Banking Statement For 24-hour information, sign on to PNC Bank Online Banking on pnc.com. Account number: 51-4008-4974 -continued Banking/Check Card Withdrawals and Purchases -continued Date Amount Description 04/14 6.38 3760 Check Card Purchase Rite Aid Store 3613 04/15 42.29 3760 Check Card Purchase Giant Fuel #331 04/28 34.58 3760 Check Card Purchase Giant Food #331 For the period 03!28/2008 to 04/28!2008 WILLIAM A COOK Primary account number: 51-4008974 Page 3 of 5 Online and Electronic Banking Deductions Date Amount Description 03/31 1,000.00 Direct Payment - Elec Remit American Express XXXxx:~~J000X3643 03/31 350.00 Direct Payment - Elec Remit American Express Xk;~~OCK;)CX)OCX3656 03/31 105.48 Payment,E-Check Check Pymt At&T Mobility 7302 04/04 46.78 Direct Payment -Payment PAWC 0664856 04/14 400.00 Payment,E-Check Check Pymt American Express 7310 04/22 600.00 Web Pmt Single -Payment Ucs-Click To Pay K8@94D5Bdj@6Ctp 04/22 60.19 Direct Payment - Paymentrec Verizon XXXXXXX)O<6315 04/25 88.43 Direct Payment - Elec Bill Pp X~OCXX3009Ws 04/28 600.00 Direct Payment - Elec Remit American Express x:~:?000K:KXXXX0115 There were 9 Online or Electronic Banking Deductions totaling $3,250.88 Other Deductions There was 1 Other Deduction totaling Date Amount Description $5'18.75 04/15 518.75 Loan Payment 00000 4001008110467976 Daily Balance Detail Date Balance Date Balance Date Balance Date Balance 03/28 3,625.90 04/04 2,427.06 04/11 2,429.82 04/22 964.30 03/31 2,055.40 04/07 1,855.43 04/14 1,916.29 04/24 1,745.17 04/01 1,877.74 04/08 1, 696.57 04/15 1,355.25 04/25 1,656.74 04/02 1,841.94 04/09 1,674.58 04/17 6,355.25 04/28 1,022.28 04/03 1,813.94 04/10 3,196.75 04/21 1,318.49 At PNC, we're committed to protecting the environment. That's why your PNC Bank Visa Check Card is made from 100% recycled materials. You can help protect the environment too by reducing the number of checks you write and limiting the amount of driving you do. Just use your card to pay recurring or one-time bills or make purchases from your home computer. Every little bit helps. Use your PNC Bank Visa® Check Card at ATMs in select McDonald's franchise restaurants across Manhattan and receive asurcharge-free transaction. For locations visit nc.com/locate nc. Member FDIC Student Plan Charles M Cook Christine Cook Regular Checking Account Summary Account number: 50-0389-3468 Balance Summary Please see the Activity Detail section for additional information. Beginning Deposits and Checks and other Ending balance other additions deductions balance 361.82 2,034.63 1,961.54 434.91 Average monthly Charges balance and fees 621.91 .00 Total Banking Statement Ip For 24-hour information, sign on to PNC Bank Online Banking on pnc.com. Account number: 50-0389-3468 -continued Transaction Summary Checks paid! Check Card POS Check Card/Bankcard withdrawals signed transactions POS PIN transactions 2 7 2 Total ATM PNC Bank Other Bank transactions ATM transactions ATM transactions For the period 03/28/2008 to 04/28/2008 WILLIAM A COOK Primary account number: 51-4008-4974 Page 4 of 5 7 3 4 Activity Detail Deposits and Other Additions Date Amount Description 03/28 1,360.95 Deposit Reference No 027350414 04/15 500.00 Online Transfer From 0000005130062464 04/25 173.68 Direct Deposit -Direct Dep U Of Science PHL XXX)000<X2399Dgt Checks and Substitute Checks Check Date Reference number Amount paid number 214 113.00 04/04 oa7isssas * Gap in check sequence Banking/Check Card Withdrawals and Purchases Date Amount Description 03/31 53.49 8549 Check Card Purchase Fye 1924 Ave Of The Ar 03/31 14.98 8549 Check Card Purchase Borders Books 01000215 04/03 51.50 ATM Withdrawal 810 South 47TH Str 04/07 65.00 POS Purchase Giant Food #26 Camp Hill PA 04/07 55.59 POS Purchase Rite Aid Corp Lemoyne PA 04/07 40.00 ATM Withdrawal 200 S 40TH St Philadelphia PA 04/08 35.00 8549 Check Card Purchase Hacc/On-Line Tuition 04/08 27.00 8549 Check Card Purchase Amtrak Harrisburg 04/14 30.00 ATM Withdrawal 200 S 40TH St Philadelphia PA 04/14 27.58 8549 Check Card Purchase 40TH & Walnut Fresh 04/15 42.00 8549 Check Card Purchase Amtrak Inter1041127022 04/16 21.00 8549 Check Card Purchase Amtrak Philadelphi PA 04/23 20.50 ATM Withdrawal 4500 Baltimore Philadelphia PA 04/24 10.00 ATM Withdrawa1600 South 43Rd St 04/25 60.00 ATM Withdrawal 200 S 40TH St Philadelphia PA 04/28 60.00 ATM Withdrawal 600 South 43Rd St Online and Electronic Banking Deductions Date Amount Description 04/04 47.77 Web Pmt Single -Online Pmt PECO Energy Ckf408492228POS 04/17 87.13 Web Pmt Single -Online Pmt Phila Gas Works Ckf408492228POS Daily Balance Detail Date Balance Date Balance Date Balance 03/28 1,722.77 04/07 181.44 04/16 498.86 03/31 1,654.30 04/08 119.44 04/17 411.73 04/03 1,602.80 04/14 61.86 04/23 391.23 04/04 342.03 04/15 519.86 04/24 381.23 Check number 215 Ther: were 3 Deposits and Other Additions totaling $2,034.63 Date Reference Amount paid number 1,100.00 04/04 024659856 There were 2 checks listed totaling $1,213.00 Thert; were 7 Banking Machine withdrawals totaling $272.00 Thert: were 2 Check Card/Bank card PIN POS purchases totaling $120.59 There were 7 other Banking Machine/Check Card deductions totaling $221.05 There were 2 Online or Electronic Banking Deductions totaling $134.90 Date Balance 04/25 494.91 04/28 434.91 Total Banking Statement For 24-hour information, sign on to PNC Bank Online Banking on pnc.com. Account number: 50-0389-3468 -continued For the period 03/28/2008 to 04/28/2008 WILLIAM ,4 COOK Primary account number: 51-4008-4974 Page 5 of 5 Senior Premium Plan Savings Account Summary Account number: 51-3004-7555 William A Cook Christine Cook Balance Summary Plf~ase see the Activity Detail section for Beginning Deposits and Checks and other Ending additional information. balance other additions deductions balance 516.28 .09 .00 516.37 Average monthly Charges balance and fees 516.28 .00 Interest Summary As of 04/28, a total of $.70 in interest was Annual Percentage Number of days Average collected Interest Paid paid this year. Yield Eamed (APYE) in interest period balance for APYE this. period 0.20$ 32 516.28 .09 Activity Detail Deposits and Other Additions There was 1 Deposit or Other Addition Date Amount Description totaling $.09 . 04/28 .09 Interest Payment Daily Balance Detail Date Balance Date Balance 03/28 516.28 04/28 516.37 Senior Premium Plan Charles M Cook SaVIngS ACCOUnt Summary Christine Cook Account number: 51-3006-2464 Balance Summary Please see the Activity Detail section for Beginning Deposits and Checks and other Ending additional information. balance other additions deductions balance 2,313.37 .37 500.00 1,813.74 Average monthly Charges balance and fees 2,094.63 .00 Interest Summary As of 04!28, a total of $1.76 in interest was Annual Percentage Number of days Averaga collected Interest Paid Paid this year. Yield Earned (APYE) in interest period balance for APYE this period 0.20 32 2,094.63 .37 Activity Detail Deposits and Other Additions Tht:re was 1 Deposit or Other Addition Date Amount Description totaling $.37 . 04/28 .37 Interest Payment Online and Electronic Banking Deductions ThFare was 1 Online or Electronic Banking Date Amount Description Deduction totaling $500.00 04/15 500.00 Online Transfer To 0000005003893468 Daily Balance Detail Date Balance Date Balance Date Balance 03/28 2,313.37 04/15 1,813.37 04/28 1,813.74 F 4 lV A. i16 C l }~ [~.. .1 une ~~, 2p(?n ~"'TD=+DE SFcuriti~,~. PLC P O. Pox 1542 Post-'tt" Fax Note 76?1 DateL IL o ,r::.t ~- r„ls„; Tn -_ t .:-~4 j ~ ~ From ~ t~ (~ ~._7V1~.. Co.tCept. ~ z a. ~ t O ~ o c.- Phpite N ~~ _ ~ Phone d -~ ~ 1 ~ ~ ~ G Fax u ..~ _ r / - ~ O q Fax :r tir f~- ~ a2 ~~ ~-~ t~'iUianr C+~ok C'hris[ine. Cook ?3(i L~.ve Pd. Tt~lech~~nic~l~u:~~. ['a l7Uj~ Re. F°~7'RA.DE Securities Account Number :""+;96bi Dear ivir. & M. Coo[:. rl~ VA 22'1'16-1512 nember FlNRA/SEFC T1iis letter is in response to your request for verification of the balance and depo~i~ Meld in an E*TRADE Securities account. The referenced is a regular brokerage. account registered in the name. of William Cook & Christine Cook. As r;l' the close of rnarkct on April 15, Zt)U~, the total rnarket value of the account was "$25.85. At such time the account consisted aF lI(} shares of Rite Aide Corporation iSvmbol: l?AD) *Please note, due to market fluctuation, this value is subject to change. Tl additional information regarding the a;:count is needed please ruaii this request t~ the address provided above. Flease be sure to include detailed instructions on what is requested as wi;li as the addressee to which it should be sent. F_*TRADE Securities is corrunitted to providing quality customer service. Shrnald you have any further questions, please contact a Financial Sen~icc. Associate at 1.800.:387.2331. '?4 hirers a dav, 7 days a ~veck. Since ely, ~- _ :v~larthenya Truitt ('orrespondence Specialist F*TRADE Securities Ll:_C evenue: Cumberland County http://www.revenue.state.pa.1LS/revenue/cwp/view .asp?A=3 &Q=204123 PA STATE AGENCIES ONLINE SERVICES 3iSt'L' ... _.® II~ -_ . Indivldwi TaxPars`rs !/V,/// -- Common Level Ratio (CLR) Real Estate Valuation • Business Taspayen -- Factors • Ta Prdessbnals B011YL 5>i68 ~ ,e Hn,ns Batk p~y,tabk Versbn TestOnN FuFSCreen 11]11 ~ypyy [IaE[ e PnuM Tar/FbK RebaG Stall Cumberland County • peNwn.K lkt p &owse M Tax Tvoe . F 60.b16 tbn•_ • Tax Dw Dates . tlext • R.aartaAws•amn .-s.,vt.a a ebts Centnl Con[nl Comou[ar Srrtem e N•w n Pen,wvkanY waVL.ekkWa v IKo,metbn • r,xaar.rs• Bbnea AdypylB Cnnract u. • Abeiw tha paeartmeK • vkw u T.xe-DnN ..eba.+ r Ste-iait: Noma too,n c-Alms Rapka notflratbn of Wnpas to our sta. ~ IRS ACCEPTANCE DATE - CLR FACTOR ACCEPTANCE DATE CLR FACTOR FROM TO FROM 7b 7-2-1986 6-30.1987 9.52 7-1-2006 6-30.2007 1.14 7-1-1987 6-30.1988 10.00 7-1-2007 6-30-2008 1.22 7-1-1988 6-30-1989 10.53 7-1-2006 6-30.2009 1.26 7-I-1989 6-30-1990 11.11 7-1-1990 6-30.1991 12.05 7- I-1991 6=30.1992 12.35 7-1-1992 6-30.1993 12.50 7-1-1993 6-30.1994 12.82 7-i-1994 6-30-1995 13.33 7-1-1995 6-30.1996 13.70 7-1-1996 6-30.1997 14.29 7-1-1997 6-30-1998 14.29 7-t-1998 6-30.1999 14.71 7-1-1999 6-30.2000 15.]5 7-1-2000 12-31-2000 15.63 •1-1-2001 6-30.2001 1.00 •7-t-2001 6-30.2002 ].00 7-1-2002 6-30.2003 1.01 7-1-2003 6-30.2004 1.05 7-]-2004 12-31-2004 1-Il "•t-1-2005 6-30.2005 1.00 ••7-1-2005 6-30.2006 1.00 • AdjsalrA Io se8ect aaessmesl bau chlge eBccUVe Jan 1.2001. •• Adjusted b R(kCl azSfSrmCnt ba.Y t'heog tdTeCCVe Jan I.200S. COK•K last NodFkd on 5/29/2008 1:18:21 PN 8m1yy Search Raven,e Home ~ P,Y,tebk Versbn Text-O^N FuLScn n !I]tI pravb,w tltEl ^ you hev 9uutbns, vlsk our OnIM Curtemer Servim Centr CopyrgK O 2001 Comm•mr•ath of PanmyNank. Al RqK. Msanad. CommomveaN o/ PA PrNan Pokv ~mne~ u' 1N;JCr 2 Ibn• 19 4 12 ~_ t:) _ 0 ~J ;: .L 2>= TAXING AUTHORITY: WEST SHORE SCHOOL DISTRICT TAX YEAR: 2008.-09 REAL ESTATE TAX NOTICE LOWER ALLEN TOWNSHIP PAYABLE BONNIE K. MILLER, T!C (71T) 975-7575 PROPERTY ID TO: 2233 GETTYSBURG ROAD 13260251081 CAMP HILL, PA 17011 TAX I SCHOOL RATE I 10.5 I ON OR BEFORE REBATE OA ON OR BEFORE FACE DATE REBATE 1,918.28 BY 09/01/2008 / ;918. FACE 1,957.43 BY 11/01/2008 (-a~% PENALTY 2,153.17 AFTER11/01/2008 2,153.17 ASSESS D'VALU 194,210 ~~ HOMESTEAD'EXCLUSION 7,788 FARMSTEAD EXCLUSION 0 NET ASSESSMENT 1ss,azz TO: COOK, WILLIAM A 8 CHRISTINE RECEIVF~-~ NT 236 EWE ROAD MECHANICSBURG PA 17055 JU ~y~0~ BONNIE LER, Treas~ FOR: 236 EWE ROAD SHEEPFORO CROSSING Lower Allen Township BILL DATE - 07/0112008 BILL # 011953 DELINQUENT BILLS ARE TURNED OVER TO TAX CLAIM ON 12/3112 0 0 8 TAXPAYER'S COPY l of 1 8/4/2009 4:22 PM ?004 Chrysler Sebring -Private Party Pricing Report -Kelley Blue Book http://www.kbb.com/KBB/Selection/Condition.aspx?VehicleClass=U... Kelley Blue Book THETRU57E0 Rt5OURCE Home Naw Cars Used Cars Research & Explore News S Reviews Dealers! 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