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HomeMy WebLinkAbout08-28-09a• 1505607121 REV-1500 Ex (D6-DS> . , , , PA pepartment of Revenue Coun Coda Year O File Number Bureau a(IndivWusl razes tl PoBOxzeosol INHERITANCE TAX RETURN 2 1 B~9 0 0 1 2 Hanlsburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Defe of Birth 1 7 2 1 8 9 6 2 9 1 2 0 7 2 0 0 8 0 4 0 2 1 9 1 5 Decedent's Last Name Suffix Decedent's First Nama MI F R I T Z J A M E S N {If Applicable) Enter Surviving 3pouse•s Information Below Spouse's Last Name Suffix Spouse's First Name Mt Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Q 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13.82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) Q 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 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) RESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number rv 0 E S Q U I R E 7 1 7 ~~ 4 ~4 3~;,5:` S T O N E L A F A V E R S H E K L E T S K `rr~~ m ~"-'li-' First line of address "-~<~~ r; ~- „ a 3 4 1 4 B R I D G E S T R E E T J~ > y --t ~ •• r Second line of address ~ ~. ~ City or Post Office State { ZIP Code I DATE FILED J N E W C U M B E R L A N D P A 1 7 0 7 CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL Name D A V I D H S T O N E, Firm Name (If Applicable) Correspondent's a-mail address: UrMer penalties of perryry,1 declare duel it t We, correct and complet. Dederell 7 THAN REPRESENTATIVE L 1505607121 schedules and statement, and to the best of my kno t based on all infarmatbn of which preparer has any USE ORIGINAL FORM ONLY Side 1 DATE 1505607121 ....~ 1505607221 REV-1500 EX Decedent's Social Security Number Decede~re Name: JAMES N• F R I T Z 1 7 2 1 8 9 6 2 9 RECAPITULATION 1. Real estate (Schedule A) ..................................... t. ... 1 4 4 Q Q 0, 0 0 2. Stocks and Bonds (Schedule B) ............................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ..................... ... 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) .... ... 5. 1 4 7 2 6 1, 1 3 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. 7. Inter•Vivos Transfers 8 Miscellaneous N n-Probate Property ~ 6 0 3 6 5 2 8 (Schedule G) Separate Billing Requested ..... .. 7. , 8. Total Gross Assets (total Lines 1-7} ......................... .. 6. 3 5 1 6 2 6, 4 1 9. Funeral Ex enses & Administrative Costs Schedule H P ( ) .............. 9, .. 2 4 5 8 9 , 2 9 10. Debts of Decedent, Mortgage Liabilities, 8 liens (Schedule 1) .......... .. 14. 8 ~ • Q Q 11. Total Deductions (total Lines 9 8 10) ......................... .. 11. 2 4 6 6 9, 2 9 12. Net Value of Estate (Line 6 minus Lina 11) ....................... .. 12. 3 2 6 9 5 7 , 1 2 13. Charitable and Governmental Bequesta/Sec 9113 Trusts for which an election to tax has not bean made (Schedule J) ................ .. 13. 14. Net Value Sub act to Tax Line 12 minus Line 13 1 ( ) ................ 1a. .. 3 2 6 9 5 7 , 1 2 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sac. 9116 (a)(1.2) X• ~ Q. Q Q 15. Q. Q Q 16. Amount of Line 14 taxable at lineal rate x• 0 4 5 3 2 6 9 5 7. 1 2 16. 1 4 7 1 3. 0 7 17. Amount of Line 14 taxable Q 0 Q Q . at sibling rate X .12 17. , Q Q 18. Amount of line 14 taxable 0 0 0 t ll l t X Q 0 0 . a a rate co era .15 1 g, . 19. Tax Due .............................................. .. 19. 1 4 7 1 3. 0 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPA YMENT ^X Side 2 1505607221 1505607221 J REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 oa oD1z STREET ADDRESS 1104 MARKET STREET clTv Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments 14,000.00 C. Discount 736.84 3. InterestlPenalty if applicable D. Interest E. Penalty STATE ZIP (1) 14,713.07 Total Credits (A +B +C) (2) 14,736.84 Total InterestlPenalty (D + E ) 4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is fhe 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) 23.77 (5) 0.00 (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (58) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................ ...... ^ b. retain the dght 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 properly within one year of death without receiving adequate consideration? .................................................................................. ..... ^ Q 3. Did decedent own an'in trust for" or payable upon death bank account or secudty at his or her death? .... ..... ^ ^X 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 [/2 P.S. §9116 (a) (1.1) (li)]. The statute does not exempt a transfer to a surviving spouse from taz, 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 i, 2000: The tax rate imposed on the net value of transfers from a deceased child twentyone 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)j. 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 defned, 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) COMMONVJFALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE FILE property owned solely or a a tenant In wmmon moat be ropr exchanged between a willing buyer and a willing seller, neither market value. Fair market value is defined as the price at which properly would be elled to buy or sell, both having reasonable knowledge of the relevant fact, VALUE AT Property located at 1104 Market St New Cumberland Cumberland County PA sold to Roy W. Frifz on March 23, 2009 (If mom space is needed, insert atldRional sheets of the same size) REV-1508 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDU6E E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY All property joindybwned with ripM o/ survivorship must M dfscbsed on Schedule F. ITEM VALUE AT DATE JMBER DESCRIPTION OF DEATH 1. Citizens Bank-Checking Acct #6100875164 15,350.57 2 Fulton Bank-CD #052-0259815 51,994.13 Principal $51,994.13, Int. $530.05 3 Fulton Bank-CD #052-0259815 -Accrued Interest 530.05 4 Fulton Bank-Checking Acct.#3623-28334 6.15 5 Integrity Bank-individual account 77,692.87 6 Refund on various accounts 154.07 7 Various uncashed checks issued to decedent 1,533.29 TOTAL (Also enter on line 5, Recapitulation) ~ S 1 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (e-eaj COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER•VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY JAMES N. FRITZ 21 08 0012 This schedule must be completed and filed H the answer to any of questions 1 through 4 on the reverse sitle of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY IN0.UOE LNEfULE Oi THE iRRNBFEREE, (HEIR PEUTIOH&XRlO DECE0EMI1q rHE wre oEm~ER. ~nrcxr,coErarHE CEEOwRREUES*Aie DATE OF DEATH VALUE OF ASSET °b OF DECD'S INTEREST EXCLUSION ov,waiue~E7 TAXABLE VALUE ~ Lincoln Financial Group-Annuity 60,365.28 100. 60,365.28 beneficiaries are Danny L. Fritz and Roy W. Fritz TOTAL (Also enter on line 7 Recapitulation} I S 60 365 28 (If more space N needed, insert additional sheets of the same size) REV-1511 EX+(10-06) COMMONWEALTH OF PENNSVLVANfA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS JAMES N. FRITZ 21 08 0012 Debts of decedem must be repoAatl on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Danny Fritz-Reimb on Stone & Murray Funeral bill 6,625.00 Stone & Murray-add'I funeral expenses 72.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Hama of Personal Representative (s) Sheet Atldress Ciry State ZIp Year(s) Commissbn Paid: q 3, AtromeyFees David H. Stone, Esquire Family Exemptlon: (Ir decedenCs address Is not the same as daimanrs, attach explanadon) Claimant 11,000.00 Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland Co Register of Wifls 360.00 6 AccounlanCs Fees 6. Tax Retum Preparers Fees Kelly Financial-2008 tax prep 299.50 z. Cumberland Law Journal-advertising grant of letters 75.00 2 United States Treasury-taxes due on final 1040 5,124.00 3 PA Dept of Revenue-payment due on final PA40 92.73 4 The Patriot News Co-advertising grant of letters 162.03 5 UGI-services of property 528.12 6 PPL-electric services at property 81.10 7 Verizon-services at property 39.81 8 Register of Wills-filing Inheritanace Tax Return 8 Inventory 30.00 9 Reserve for closing expenses 100.00 TOTAL (Also enter online 9, Recapitulation) S 24.589.29 (If more space to needed, insert additional sheets of the same size) REV-1512 Ex + (12-03J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES. 8 LIENS JAMES N. FRITZ 21 08 0012 Repoli debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbureed medical exponsea. ITEM VALUE AT DATE NUMBER pESCRIPTION OF DEATH Affairs-medical expenses 2 Veterans Affairs-medical expenses TOTAL (Also enter on line 10, Recapitulation) (If more space insert additional sheets of Ne same size) E 8.00 72.00 REV-1513 EX+(9-00) COMMONWEALTH OF PENNSYLVANIA MHERITANCE TA% RETURN NUMBEI I. 1. 2. 3. NAME AND ADDRESS OF PE TAXABLE DISTRIBUTIONS pncludeou Sec. 9776 Roy W. Fritz 107 Old York Road, Lot 319 New Cumberland, PA 17070 Danny L. Fritz 745 Glen Arden Drive Lewisberry,PA 17339 Richard Fritz 2037 Haystack Way Myrtle Beach, SC 29579 SCHEDULE) BENEFICIARIES ij RECEIVING PROPERTY )usal dlstribufbns, and transfers under 1 1/3 real estate $48,000.00 Bal of estate $91,573.12 1/3 real estate $48,000.00 Bal of estate $91,573.12 1!3 real estate $48,.000.00 Do Lineal Lineal ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIA NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS N07 BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 IUNT OR SH OF ESTATE 139,478.56 139,478.56 48,000.00 REV-1500 COVER SHEET TOTAL OF PART [I -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I E (If more space is needed, insert additional sheets of the same size) F:\DOC S\fP\WILiS \Fritz. JameS.Wptl LAST WILL AND TESTAMENT OF JAME3 N. FRITZ N G CJ L ,-i~ r J a t~ > ~"~ ~ z cn -~? ~ r~ c'~ 8 y ''- '~Y ~p ~- r T' I, JAMES N. FRITZ, of Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I devise my house located at 1109 Market Street, Borough of New Cumberland, Cumberland County, Pennsylvania, subject to any inheritance taxes thereon, to my son, ROY W. FRITZ, my son DANNY L. FRITZ, and my step-son, RICHARD FRITZ, or to the survivor of them. ITEM II: I devise and bequeath all of the remainder of my estate of every nature and wherever situate to my sons, ROY W. FRITZ and DANNY L. FRITZ, or to the survivor of them. ITEM III: I appoint my sons, ROY W. FRITZ and DANNY L. FRITZ, Co-Executors of this my last will. ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, JAMES N. FRITZ, have hereunto set my hand and seal this ~.3 day of J ~ti.4o_ 2008. ~lc~ree 7-~~~ J ES N. FRITZ ' Page 1 of 3 SIGNED, SEALED, PUBLISHED and DECLARED by JAMES N. FRITZ, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. ss Witness COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND SS: Address ~1yy ~M~ 5.4, , ~ 4 ~u~ Address (~j~n-K,h , ~J~ I, JAMES N. FRITZ, the Testator 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 this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ES N. FRITZ Sworn to or affirmed to and acknowledged before me by JAMES N. FRITZ, the Testator, this ___[~_ day of K~OUOr~"~. 2008. COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL DAVID H. STONE, Notary Public c New Cumbedend Boro.,CumberlarM Co. My Commissbn Expires Nov. 9, 2010 Page 2 0£ 3 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND We, FiQ,pulc t-l. ke((Y and ~2c+,. ~ - ECe (f Y , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator 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; that to the best of our knowledge, the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Hess Witness Sworn to or affirmed to and acknowledged before me by -Male r~4. ~¢IIY and c.Ot~n C. ke~l~ , witnesses, this ~ day of /~~c1PMLx~ 2003.• COMMONWEAL7HOFpENNSYLVANIA Not y ublic NOTARIAL SEAL DAVID H. S70NE, Notary Public New Cumberland Bono ,Cumberland Co. My Commfasion Expires Nov. 9, 2010 F a <~ a 3 o f 3 r.. ~C- ~~ R~~'a8 PARCEL # 26-23-0541-270 ,SPECIAL WARRANTY DEED THIS INDENTURE, MADE THE S" `day of C~-e~ in the year of our Lord Two Thousand Eight (2008) BETWEEN BRADLEY D. LINARD and STEPHANIE L. LINARD, husband and wife, parties of the fast part, GRANTORS, AND JAMES N. FRITZ, single person, party of the second part, GRANTEE, WITNESSETH That the said parties of the first part, for and in consideration of the sum of ONE HUNDRED FiFI'Y-SEVEN THOUSAND AND NOl100 ($157,000.00) DOLLARS, lawful money of the United States of America, wel l and truly paid by the said party of the second part to the said parties of the first part, at and before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, enfeoffed, released, conveyed and confirmed and by these presents do grant, bargain, sell, alien, enfeoff, release, convey, and confirm unto the said party of the second part, his heirs and assigns SEE EXHIBIT "A" ATTACHED HERETO TOGETHER with all and singular, the tenements, hereditaments and appurtenances to the same belonging or in anywise appertaining, and the reversion and reversions, remainder and remainders, rents, issues, and profiu thereof; AND ALSO all the estate, right, title, interest, property, claim and demand whatsoever, both in law and equity, of the said parties ofthe first part, of, in, to or out of the said premises, and every part and parcel thereof. TO HAVE AND TO HOLD the said premises, with all attd singular the appurtenances, unto the said Grantee, party of the second part, his heirs and assigns forever. AND THE SAID Grantors, their heirs, executors and administrators, do by these presents, covenant, grant and agree to and with the said party of the second paR, his heirs and assigns, that the Grantors their executors and administrators shall and will warrant and forever defend the hereinabove described premises with the hereditaments and premises hereinabove described and granted or mentioned and intended so to be, with appurtenances, unto the said party of the second part, his heirs and assigns, against the said parties of the fast part and their heirs and against all and every other person and persons whomsoever, lawfully claiming or who shall hereafter claim the same or any part thereof, shall and will, by these presems, SPECIALLY WARRANT AND DEFEND. IN WITNESS WHEREOF, the said parties of the first paR have hereunto set their hands and seals the day and year first above written. SIGNED, SEALED AND DELIVERED IN THE PRESENCE OF WITNESS: -`~- COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ~-/r~f C~( ) On this, the J`~ day of ~r"~26~!_ 2008, before me, the undersigned officer, personally appeared BRADLEY D. LINARDand STEPHANIE L. LINARD, husband and wife, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purpose therein contained. IN WITNESS WHEREOF, I hereunto set my hand and offs ' l seal. Notary Public C MM N E YI V Notsrte~SW ' Rachelb R. Huphee, Notary Pubae MY Cam ry~Boro, York t:0uray Explree Mar. 5, 2009 Mamp,,. n*MM,~~~~s a,,.,,rrsr~„„ot Notaries ~"'~phan ei L. Linard CERTIFICATE OF REt9IDENCE I hereby certify that the Precise Residence of the Grantee, in the within Deed, is: ~~a y~2~~,f s~, jU,~~I ~~m~+e.-,(lid tT, .¢ 17c77o ~4!lere!=/Age for Grantee COMMONWEALTH OF PENNSYLVANIA ) ss: COUNTY OF CUMBERLAND ) RECORDED In the Office for the Recording of Deeds, Mortgages, etc., in and for the County of Cumberland as Instrument No. WITNESS MY HAND AND SEAL OF OFFICE, this day of ,Arno Domini 2008. EXHIBIT 'A' ALL THAT CERTAIN piece or parcel of land situate in the Borough ofNew Cumberland, County of Cumberland, Commonwealth of Pennsylvania, bounded and described as follows: BEGINNING AT A POINT and a monument on the West side of Market Street at the other lands now or formerly of Saint David's Court Trust, said point being one hundred sixty-four and forty-six hundreds (1b4.46) feet measured northwazdly from Eleventh Street; thence South 61 degrees, 29 minutes 07 Seconds West, along other lands now or formerly of Saint David's Court Trust, a distance ofninety-five and forty-two hundreds (95.42) feet a monument; thence North 35 degrees 27 minutes 53 Seconds West, a distance of sixty-four and seventy-three hundreds (64.73) feet to a monument; thence along an unopened fifteen foot alley North 54 degrees 52 minutes 48 seconds East, a distance of one hundred three and ninety-three hundredths (103.93) feet to an iron pin on the West side of Market street; thence along the West side of Market Street South 28 degrees 30 minutes 53 Seconds East, a distance of seventy-six and twenty-one hundredths (76.21) feet to a monument, and the point and THE PLACE OF BEGINNING. CONTAIMNG 7,000 square feet as surveyed Alpha Consulting Engineers, Inc. P.L.S.P.E. and known as Drawing Number C:\99144 and dated January 30, 2001. THIS DESCRIPTION is based on the approved final subdivision plan recorded in Plan Book 84 and Page 43 in the Office of Recorder of Deeds for Cumberland County on October 30, 2001. HAVING thereon erected a single one-story brick dwelling and an attached one-car gazage known as l 104 Market Street, New Cumberland, Pennsylvania 17070. THIS PARCEL is currently identified by the Cumberland County Tax Assessment Office as Tax Map Parcel Number 26-23-054]-270. BEING the same premises which Saint David's Court Trust, Cumberland Valley Real Estate Company LLC, Trustee, by Deed dated June 11, 2003 and recorded July 3, 2003, in the Office ofthe Recorder of Deeds in and for Cumberland County, Pennsylvania, in Record Book 257, Page 4805, granted and conveyed unto Bradley D. Linazd, unmarried. The said Stephanie L. Linazd joins in the conveyance to relinquish any right, title, or interest she may have in said property due to her marriage to Brad D. Linard, the Grantors herein. UNDER AND SUBJECT, nevertheless, to easements, restrictions, reservations, conditions and rights of way of record or visible upon inspection of premises. ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17013 717-240-6370 Instrument Number - 200830828 Recorded On 9/ll/2008 At 10:41:53 AM * Instrument Type -DEED Invoice Number - 28743 User LD - AF * Grantor - LINARD, BILIDLEY D * Grantee - FRITZ, JAMES N * Customer -AFFILIATED SETTLEMENT * FEES STATE TRANSFER TAX $1,570.00 STATE WRIT TAX $0.50 STATE JCSfACCE33 TO $10.00 JUSTICE RECORDING FEES - $12.50 RECORDER OF DEEDS AFFORDABLE HOUSING $11.50 COUNTY AACHIVE3 FEE $2.00 ROD ARCHIVES FEE $3.00 WEST SHORE SCHOOL $785.00 DISTRICT NEW CUMBERLAND BOROUGH $785.00 TOTAL PAID $3,179.50 * Totsl Pages - S Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA RED C~ORiIEA O - inTormation denoted by an asterisk may change during the veri0eation procoaa and may not 6e reflected oo thb page. I`` 0IUu11~~1~~''1IUN'ItI IINI ~II~II III,NI II I ~~I I pi Y F1DUC3\RE\DGD~Frilz.Jeme9 - 1100 Mark¢I $Ueel.wpd. W '~ IVY {~ ~' TAX PARCEL NO.: 26-23-0541-270. ADDRESS: 1104 Market Street New Cumberland, PA 17070 DEED THIS INDENTURE made the 23 day of h'-ARch , in the year 2009, between ROY W. FRITZ and DANNY L. FRITZ, individually and as Co-Executors of the Last Will and Testament of JAMES N. FRITZ, late of Cumberland County and Commonwealth ofPennsylvania, and RICHARD FRITZ of the first part, hereinafter called the Grantor, -AND- ROY W. FRITZ, of the second part, hereinafter called the Grantee; WHEREAS, the said JAMES N. FRITZ became in his lifetime seised, as of fee, of and in to a certain tract of land, together with the improvements thereon erected, situate in the Borough of New Cumberland, County ofCumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter; and being so thereof seised, died on December 7, 2008, having first made his Last Will and Testament in writing dated November 13, 2008, duly probated and registered in the Office of the Register of Wills of Cumberland County on January 7, 2009, wherein and whereby he appointed as Co-Executors, the said ROY W. FRITZ and DANNY L. FRITZ, to whom Letters Testamentary were duly issued by said Register of Wills on January 7, 2009, wherein and whereby said premises hereinafter described was devised under Item I of said Last Will and Testament to ROY W. FRITZ, DANNY L. FRITZ, and RICHARD FRITZ, all as in and by said Will and the records of said Register of Wills more fully appears; NOW THIS INDENTURE WITNESSETH, that the said Grantors, for and in consideration ofthe sum of ONE HUNDRED FORTY-FOUR THOUSAND and NO/100 ($144,000.00) Dollazs, which has been -1- paid to them by the said Grantee at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, released and confirmed, and by these presents do grant, bargain, sell, alien, release and confirm unto the said Grantee, ALL THAT CERTAIN piece or parcel of land situate in the Borough ofNew Cumberland, County of Cumberland, Commonwealth of Pennsylvania, bounded and described as follows: BEGINNING AT A POINT and a monument on the West side of Market Street at the other lands now or formerly of Saint David's Court Trust, said point being one hundred sixty-four and forty-six hundredths (164.46} feet measured northwazdly from Eleventh Street; thence South 61 degrees, 29 minutes 07 seconds West, along other lands now or formerly of Saint David's Court Trust, a distance of ninety-five and forty-two hundredths (95.42) feet to a monument; thence North 35 degrees 27 minutes 53 seconds West, a distance of sixty-four and seventy-three hundredths (64.73) feet to a monument; thence along an unopened fifteen foot alley North 54 degrees 52 minutes 48 seconds East, a distance of one hundred three and ninety- three hundredths (103.93) feet to an iron pin on the West side of Market Street; thence along the West side of Market Street South 28 degrees 30 minutes 53 seconds East, a distance of seventy-six and twenty-one hundredths (76.21) feet to a monument, and the point and THE PLACE OF BEGINNING. CONTAINING 7,000 square feet as surveyed Alpha Consulting Engineers, Inc. P,L.S.P.E. and known as Drawing Number C:\99144 and dated January 30, 2001. THIS DESCRIPTION is based on the approved final subdivision plan recorded in Plan Book 84 and Page 43 in the Office of Recorder of Deeds for Cumberland County on October 30, 2001. HAVING thereon erected a single one-story brick dwelling and an attached one-caz garage known as 1104 Mazket Street, New Cumberland, Pennsylvania 17070. -2- A - - - - - - - THIS PARCEL is currently identified by the Cumberland County Tax Assessment Office as Tax Map Parcel Number 26-23-0541-270. BEING the same premises which Bradley D. Linazd and Stephanie L. Linazd, husband and wife, by Deed dated September 5, 2008 and recorded September 11, 2008, in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, at InstntmentNutnber 200830828, granted and conveyed unto James N. Fritz, single person, deceased. UNDER AND SUBJECT, nevertheless, the easements, restrictions, reservations, conditions and rights of way of record or visible upon inspection of premises. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of him, the said JAMES N. FRITZ, at and immediately before the time of his decease, in law, equity, or otherwise howsoever, of, in, to or out of the same. TO HAVE AND TO HOLD the said lot or piece of ground above described, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances unto the said Grantee, to and for the only proper use and behoof of the said Grantee, forever. And the said Grantors, for themselves and their respective heirs, executors and administrators, do covenant, promise and agree to and with the said Grantee, his heirs and assigns, that he, the said Grantors, have not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby -3- granted, or any part thereof, is, are, shall of may be impeached, chazged, or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantors have hereunto set their hands and seals the day and year first above written. f Witn ,>~~ Witn ss W and as Co-Executor of the Last Will and Testament of James N. Fritz `. -~~ ~" (SEE DANN . FR Z individually and as Co-Execu a Last Will and Testament of James N. Fritz (SEAL) CHARD F Z -4- COMMONWEALTH OF PENNSYLVANIA COUNTY OF C~^'~`~~`~1`°''~' SS: {d On this, the a~ day of ~rc~ , 2009, before me a Notary Public, the undersigned officer, personally appeared ROY W. FRITZ, individually and as Co-Executor of the Last Will and Testament of James N. Fritz, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. CoMMONWEALTN F PENNSYLVANIA Wnbe~Md Soto. t;~tld ~' 7, X012 6 ,/~~Gv~ N Pu is COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cv~^~`~~O"~ SS: Yd' On this, the ~ day of 1'n0'~c~` , 2009, before me a Notary Public, the undersigned officer, personally appeazed DANNY L. FRITZ, individually and as Co-Executor of the Last Will and Testament of James N. Fritz, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. COYYONW LSN OF PENNSYLVANIA a ~a~a.E, ery FUbAo Nwr (arnbalnld Haa G1i Ibeti~nd Ca Otxnninlon 7 40N2 ~- y P lic -5- STATE OF SOUTH CAROLINA COUNTY OF H O p~ R 1 S5: On this, the 2(0~` day of FEf3, 2009, before me a Notary Public, the undersigned officer, personally appeazed RICHARD FRITZ, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. •:y;1N WITNESS WHEREOF, I have hereto set my hand and notarial seal. ;,i1l~li/* fr r :~,. •~ z ,s ~-.JL~~V o''a 2 .n ~ -~ ~"~ r'•; ~ t. ~.p ,,: ri ', Notary Public H LE !a DY REFOSCG ~v~~ ,u t i~ ,` k'+ti IRY~~ ~~" r, ~' fIOTA?Y PUHLI 1 r SOUTH CAROLINA '~,: ,~`~+.' <<,!a w, ~_,;.+~~~+j ,~ .. 1~"% Comn~,ission E .' es~ 5 SeDtrmher 2011 •. t 1~~ay ~S r •, , I hereby certify that the precise address of the Grantee is: 1104 Market Street. New Cumberland PA 17070. Dated: '3 23.0 Attorney N R 1.I -6- ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17013 ?17-240-6370 Instrument Number - 200409985 Recorded On 4/112009 At 12:22:50 PM * Instrument Type -DEED Invoice Number - 40472 User ID - MSW * Grantor - FRITZ,IAMES N * Grantee - FRITZ, RICHARD * Customer -ROY FRTTZ * FEES STATE WRIT TAX $0.50 STATE JCSJACCE33 TO $10.00 JUSTICE RECORDING FEES - $17.50 RECORDER OF DEEDS PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 WEST SHORE SCHOOL $0.00 DISTRICT NEW CUt+18ERLAND BOROUGH $0.00 TOTAL PAID $54.50 I Certify this to be recorded in Cumberland County PA RE/ "Total Pages - 8 Certification Page DO NOT DETACH This page is now part of this legal document. " -Information denoted by an asterisk may change during the verification process and may not be reflected on this page. OOtBOK III IINIIIIIINNINIIiiilll Citizens Bank March 19, 2009 DAVID H STONE 414 BRIDGE STREET POST OFFICE BOX E NEW CUMBERLAND PA 17070 Estate of JAMES N FRITZ Date of Death: Dec 07, 2008 SSN: 172-18-9b29 Dear SidMadam: 525 William Penn Place Suite 153-2618 Pittsburgh, PA 15219 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of hisJher date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-888-999-6884 Barbara Richards Operations Services CitizensBank~ Account Number 6100875164 Account Title JAMES N FRITZ Date ened 3/21/1994 Account T Checlcin Princi al Balance as of DOD $15350.57 Interest from Last Postin to DOD Account Balance as of DOD $15350.57 YTD Interest to DOD ~]~1~~~ LiSTENING• Mazch 16, 2009 Stone, LaFaver & Shekletslri 414 Bridge Street Post Office Box E New Cumberland, Pennsylvarria 17070 Dear Mr. Stone: gE: James N. Fritz, deceased December 7, 2008 concerning the accounts maineri ache date of death: In response to your recent inquiry the decedent, please be advised that the following accounts were op Checking # 3623-28334, open 81712007, date of death balance $6.15, in his name only. CD # 052-0259815, open 8!7!2007, rollover 5/112008, matures 1]1712009, date of death balance $51,994.13 plus accrued interest $530.05; paying 1.73%> in his name only. If you should have any further questions, please do not hesitate to contact me at (717) 291-2437. V ery truly Yours, ~p~,r., rte.. Karen D. Hille as Credit Inquiry Processor CONFIDENTIAL This information is tumished as a matter of business courtesy In answer to your inquiry, and is ter your confidential use only. The bank furnishing This information does net represent or guarantee the accuracy, completamzss or reliability of the information provided. No responsibility is assumed by the bank or any of its officers, emplo;rees or agents. Any ep~ninn herein expressetl is sub;ect tc changa without ncfica. P O Box 4887 Lancaster, PA 17604 fultonbank.com 1-800-FUlTON-4 Integrity March 10, 2009 e a N K Attention: David Stone 414 Bridge Street Post Office Box E New Cumberland, P.4 17070 As of December 7, 2008 James N Fritz had only one deposit account at Integrity Bank. The balance on this account as of December 5 and December 8, 2008 was $77,692.87. This account was an individual account and had no other owners. Feel free to contact me at 717-901-5500 if any additional information is needed. Sincerely, ~d ° r ~~ Tiffany Rintz Assistant Branch Manager New Cumberland Office 335 iYGtrket Street, Cmrcp Hi/!, P~11701! • Pbara: 717-920. 4 900.877-L-HAVE(T • Pn~ ?f7-230-490q ~ wro~o. irrtegrrrybrcukm+fine<om (~ Lit1CO~t1 Lincoln ChoicePlus~" Financial Groups Po Box 23aa Annuity Quarterly Statement Fan Wayne, IN 46801-2348 3rd Quarter 2008 ,, ,~ Y rAn C infehm Contract Owner: LAMES N FltITZ LlnminChoiaePluallB : 92-981 1936 Reprtaentetlva FRANK H KELLY Annuitant: JAMES N FRITZ Plan Type: Non~uelitied Broker/Dealer: H D VEST INVESTMENT ContraR ElTecttve Date: 112/2003 if you have any questions regarding this statemenq please call Lincoln Fimncial Group at 800-826-6848 or visit our website at www.lfg.com Y r erl. Vale Value 6/30/08 Net Actlvlry Gain !Cosa Value 9/30/08 5284,423.83 ($205,333.96) (36,746.94) $72.124.93 Refer [o your contract far surrender charge information. Surrender Value: 369,938.60 Y r AI Fund Name Asset Glass" Percentagt Accrwnt Value d A d U d .Y to rn w to a d A H a U u .a 0 W Percenmges less Nan 1 % may no[ be represemed in the pie than. Due to rounding. [he percenmges shown may not be equal to 100%. *AFSm Class is derermirmd by Lincoln National Life Insurance Company and ix rwt conxidered imenmen[ advice. :nMe As of 9/30/08, the death benefit for the owner was the greater of $33.047.90 or the accoum value. The actual benefit amoum may be more or less depending on the date of death, market Fluctuations, premium payments and partial withdrawals. Foe derailed information regarding your death benefit, please refer to your contract or prospectus. Your Pert arms ~ .'.:.: ~ AF Grwnh-Inc US Lmge Blend 32.0 % $23,10691 QJ Put Grwth&!nc US Large Value 27.3 % EI9.826.03 ® LVIP Del Bond Bond 40.3 % 529,189.99 Annualired Performance Current Quarter Year to Dute 1 Year 3 Year S Year 10 Year (3.61 %) p3.1I %) (16.64 %1 10.37 %) L92 % N/A • Your Performance Summary is the personal rare of return that represema the itulividual perfortnanm of the investment(s) you have selected for your portfolio. The calculation includes amivity in your account (such as anntribulions, exchanges among investment optiom, etc.) using daily share price in effect when the activity occured. Because the timing of your invcstmen(s and wimdmwals will vary, your persoml investment results will genemily trot be the same u the investment rttums quoted for the individual funds you have chosen. Pertortnance data represents past perormance. Parr pertormanm does twt guarantee future results. _. .Your fn .: fTo-Mte$ _ma. Contrlbutlona Withdnwels Galn/Ltrn 3236.001.66 3?03,333.96 • GaiNLass may be understated if your con[mtt is subject w administrative fees. Lincoln Financial Group is the marketing name far Lincoln National Corporation mM its aFfiliams. © 2008 The Linroln National Life Imurance Company. 92-981 f93(i JAMES N FRITZ 000000(1 S'hHVE7 83b697 KELLY. FRANK H 770N 330 E4I.677.03 Continued on back ..YOU 'n.Som a Aa of 6AO/08 As of 9/311/08 F~ d ++ d U .~ yq i. d Q H a U .o s w Number Number Pund Name UnR Yalne of Unite Velue Net ARivity GaINLtm Unit Vulue of Unite Velue AF Grwth-Inc 12.894175 7,385.6534 895,234.49 ($68.934.49) ($3,193.09) 11.505547 2.008.3275 523.106.91 Put Grwth&]nc 10.719516 7.298.3514 878.234.79 ($56.506.15) ($1.900.59) 9.991290 1.984.3335 819,828.05 LVIP Del Bond 14.494336 7.655.0622 8110,956.57 (880,113.32) ($1.653.26) 14.023346 2,081.5284 $29,!89.99 -.. : . Your eA Accou v Dale Activity Fund Name Amount UnR Velue Number of Unfta 8713/08 Withdrawal ($130.285.14 ) AF Grwth-Ino (S43.827.57) 12.887585 (3,400.7589 ) Put Grwth&[nc ($35.860.79) 10.671360 (3.360.4705 ) LVIP Del Bond ($50.596.78) 14.354856 (3.524.7133 ) 826/08 Withdrawal (575.268.82 ) AF Grwth-Inc (523,106.92) 12.701001 (!,976.7670 ) Pul GrwN&Inc 1520,645.36) 10.569221 (1,933.3474 ) LVIP Del Bond ($29,516.54) 14.40661$ (2,048.8185 ) Your Future AllanHona ~~.~. As of 9/30/08, your contract instmctiom show that additionAl contributions will be allceated affording to these percentages: 30% AF Grwth-Inc 30% Put Grwth&Inc 40% LVIP Del Bond .... ::...: .Your NotBleatlone and Dleckeurte... '; • This confirmation is prepared by The Linmin National Lik Insumnce Company or one of its Life Insumnce compony affiliates pursuant to its agreement with the principal underwriter of the Insumnce securities described herein, for Ne benefit of the selling booker dealer. • Notify Linmin promptly if information contained in [his document is not accurate. Please feel free to re-confirn any oral communication in writing to further protect your rights. • Interest rates and crediting methodology will be provided m you upon request and fret of charge. p~~s ~ - 7. SZ 13,E ~~ 0 W. ~rrti 1~ Oa..l,,,,~y L ~, f y Lincoln Financial Group is the marketing name for Lincoln Naional Corporation and itx affiliatex, © 20pfl The Linmin National Life Insurantt Company. 92-9A 11936 JAMES NFRITZ IX)00000 SZHVF.7 A36697 KELLY. FRANK H 170N 330 Historic Unit Values unt Value saction History ;fer Funds ge Future Allocations tment Models •act Profile Client Statements Client Tax Statements Client Confirmations tment Results ric Unit Values itract Rider Information Profile itinuing Service Fee Stmt mt Profile rtact Us Historic Unit Values Owner Name: AnnultanUPartlcipant Name: Contract Number: Understanding the unit value What are the ticker symbols for these_funds? Page 1 of 4 JAMES N FRITZ JAMES N FRITZ 929811936 The unit values reflect the most recent stock market closing values for the plan. All funds listed may not be available; due to the effective date of the contract. Unit Values As Of: 12/05/2008 COOk; Index Notice Support Year-end Daily as of Investment Options 12/31/2007 unit 12/05!2008 unit value value LVIP DELAWARE BOND 14.601432 13.577676 LVIP MONEY MARKET 11.048795 11.133750 LVIP DELAWARE SOCIAL AWARENESS 15.679355 9.844543 LVIP UBS GLOBAL ASSET ALLOCATION 15.596442 9.568783 LVIP MONDRIAN INTERNATIONAL VALUE P4.g59288 14.174739 LVIP T ROWE PRICE STRUCT MID- CAP GROWTH 16.152857 8.450330 LVIP JANUS CAPITAL APPRECIATION 14.797760 7.914658 AMERICAN FUNDS GROWTH- INCOME 14.617138 8.549033 AMERICAN FUNDS GROWTH 10.878355 5.613912 AMERICAN FUNDS INTERNATIONAL 13.391964 6.876394 AMERICAN FUNDS GLOBAL GROWTH 16.947298 9.520833 ~' https://lincolnlife. iscaccount.com/servleWnitValuesServlet t ~l~Q~~f111R ® HELP FOR THIS StRFJ'N Historic Unit Values Page 2 of 4 AMERICAN FUNDS GLOBAL SMALL CAP 18,332635 7.747878 DWS EQUITY 500 INDEX VIP 9.830250 5.889273 LVIP BARON GROWTH OPPORTUNITIES 10.808344 6.041726 DWS SMALL CAP INDEX VIP 18.113303 10.829783 NEUBERGER BERMAN MID CAP 18.348169 9.761438 FRANKLINTEMPLETON SMALL- MID CAP 8.425154 4.480769 FRANKLINTEMPLETON MUTUAL SHARES SEC 11,477257 6.839929 ALLIANCEBERNSTEIN LARGE CAP GROWTH 6.798353 3.845201 ALLIANCEBERNSTEIN GROWTH & INCOME 13 729441 7.230344 ALLIANCEBERNSTEIN GLOBAL TECHNOLOGY 5.172$55 2.541875 FRANKLINTEMPLETON GROWTH SEC 15 273048 6.096728 DELAWARE VIP VALUE 14.964009 9.235638 DELAWARE VIP TREND 8.892031 4.288447 DELAWARE VIP SMALL CAP VALUE 22.412193 14.345251 FDELITY VIP EQUITY-INCOME 14.140933 7.643844 FIDELITY VIP GROWTH 8.330490 4.214818 FIDELITY VIP OVERSEAS 12.801341 6.359286 MFS VIT GROWTH 6.656237 3.938429 MFS TOTAL RETURN 14.443041 10.603894 MFS UTILITIES 17.676164 10.139064 DELAWARE VIP HIGH YIELD 13.576412 9.423218 DELAWARE VIP REIT 23.032228 13.353911 DELAWARE VIP EMERGING MARKETS 41.237809 17.534331 FIDELITY VIP CONTRAFUND 20.224059 10.795619 PUTNAM VT GROWTH & INCOME 12.967972 7.525045 DELAWARE VIP US GROWTH 12.479122 6.827175 JANUS ASPEN WORLDWIDE GROWTH 13.677419 7.033062 JANUS ASPEN MID CAP GROWTH 18.649944 9.533824 MFS VIT CORE EQUITY SERIES 13.792184 7.821775 NEUBERGER BERMAN REGENCY 19.372914 9.307143 JANUS ASPEN BALANCED 14.595434 11.405567 PUTNAM VT HEALTH SCIENCES 11.218521 8.783221 ALLIANCEBERNSTEIN SMIMID CAP VALUE 20.954165 12.014874 AIM INTERNATIONAL GROWTH 22.222857 11.823197 hops://lincolnlife.iscaccount.comiservlet/UnitValuesServlet I ~nontxlR Historic Unit Values Page 3 of 4 AMERICAN CENTURY INFLATION PROTECTION 11205634 10.644206 DELAWARE VIP DIVERSFIED 11 905674 10 779527 INCOME . . DELAWARE VIP CAPITAL 10.452403 10.146261 RESERVES FRANKLINTEMPLETON GLOBAL INCOME SEC 11,972923 12.096201 FIDELITY VIP MID CAP 14.524320 8.061867 LVIP DELAWARE GROWTH 8 11,812457 7 256680 INCOME . LVIP DELAWARE SPECIAL OPPORTUNITIES 8,142164 5.295724 LVIP FI EQUITY-INCOME 11.721190 6.729442 LVIP CAPITAL GROWTH 10.704310 5.719476 LVIP MARSICO INTERNATIONAL GROWTH 11.149230 4.990538 LVIP TURNER MID-CAP GROWTH 10.839100 5.167601 LVIP MID-CAP VALUE 8.637915 4.576388 LVIP SSGA S&P 500 INDEX 11.335227 6.775152 LVIP COLUMBIA VALUE 8 359052 5 634162 OPPORTUNITIES . . LVIP SSGA SMALL-CAP INDEX 9.147211 5.471718 LVIP T ROWE PRICE GROWTH 8 923617 5 411655 STOCK , . LVIP MFS VALUE 9.709654 6.083880 LVIP TEMPLETON GROWTH 9.794731 5.510438 LVIP SSGA INTERNATIONAL N/A 5 681846 INDEX . LVIP SSGA BOND INDEX N/A 10.210645 LVIP SSGA LARGE CAP 100 N/A 6.554784 LV{P SSGA SMALUMID CAP 200 N/A 6.717328 LVIP SSGA DEVELOPED N/A 5 551468 INTERNATIONAL 150 . LVIP SSGA EMERGING MARKETS N/A 4 100 5. 79965 LVIP COHEN & STEERS GLOBAL REIT 8.220804 4.215051 ALLIANCEBERNSTEIN INTERNATIONAL VALUE 12.308521 5.115768 FRANKLINTEMPLETON INCOME SEC 11.462275 7.306440 AIM CAPITAL APPRECIATION 12.570631 6.763473 AIM CORE EQUITY 12.305639 8.118913 LVIP WILSHIRE CONSERVATIVE PROFILE 11.645017 8.909348 LVIP WILSHIRE MODERATE PROFILE 12.356010 8.409268 hops://lincolnlife. iscaccount.com/servlet/Unit ValuesServlet 12129l20t1R Historic Unit Values Page 4 of 4 LVIP WILSHIRE MODERATE 12 863056 7.867708 AGGRESSIVE PRFL . LVIP WILSHIRE AGGRESSIVE 13 572207 7.365604 PROFILE . LVIP WILSHIRE 2010 PROFILE- 10 437233 7 425349 SVC . . LVIP WILSHIRE 2020 PROFILE- 10 283499 7 002495 SVC . . LVIP WILSHIRE 2030 PROFILE- 10 390058 656078 6 SVC . . LVIP WILSHIRE 2040 PROFILE- 10 215436 043740 6 SVC . . Understanding the unit value What. are the ticker symbols for these. funds? 6/2008 Lincoln National Corporatlon. All rights reserved. hops://lincolnlife.iscaccoun[.com/servlet/UnitValuesServler r ~ r~~nnna