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Home My WebLink About01-13-1015056041114 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Z,I J'1 ~ ~ I ~ ~ Harrisbur PA 17128-0601 RESIDENT DECEDENT (J 1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 189-18-5058 10022008 09151926 Decedent's Last Name Suffix Decedent's First Name MI LOTZ JOSEPH S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI BENNETT SHIRLEY pl Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Retum 0 2. Supplemental Retum Rem i d 0 3 R . a n er etum (date of death 4. Limited Estate 0 prior to 12-13-82) 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Retum Required death after 12-12-82) ® 6. Decedent Died Testate (Attach Copy of Will) 0 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes C] 9. Litigation Proceeds Received (~ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death (~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO N ame : Daytime Telephone Number RYAN YINGST 717-545-9621 Firm Name (If Applicable) _r-, REGISTE LLLS US ~ LY~~ First line of address W ` F ! ~ C) ;,~ ' ~' ~ ,. .._._, .... . _. 8 01 PHEASANT RD -,.., c_~ --,~ ~ ~ _; '.._..~ ... _- f '.:: ~. ti J\ Second line of address ~ ~ ., ~ ~-~ ~ ~~ -~ ; ; ~ '-~ ` .. .. _ _ ~ N City or Post Office ~ITE FILED f0.} ` '~'" '~.3 State ZIP Cod ~ ~` e ~~ HARRISBURG PA 17112 Correspondent's a-mail address: DYANYINGST@COMCAST .NET Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge SIGNAT PERSON R ONSIB FOR FILING RETURN DAT ADDRESS / ~ ZD /~ 801 PH ASANT RD HARRISBURG, PA 17112 -. ATE A DRESS ~ ! /~ ~~~ H&R BLOCK PREM 4811 JONESTOWN RD STE 125 HARRISBURG PA 17109 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041114 1556041114 J 15056042115 REV-1500 EX Decedent's Social Security Number Decedent's Name: JOSEPH S LOTZ 18 9 -18 - 5 0 5 8 RECAPITULATION 1. Real estate (Schedule A) ........................................... 1. 3 6 8 0 0.0 0 2. Stocks and Bonds (Schedule B) ...................................... 2. 5 2 7 0 0 . 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE 4. Mortgages & Notes Receivable (Schedule D) ............................ 4. NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 17 8 9 2 . 0 0 6. Jointly Owned Property (Schedule F) [Separate Billing Requested ........ 6. NONE 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ........ 7 5 9 2 7 3. 0 0 s. Total Gross Assets (total Lines 1-7) .................................. 8. 16 6 6 6 5. 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) ................... 9. 3116 6. 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... 10. 11. Total Deductions (total Lines 9 & 10) ................................. 11. 1027.00 32193.00 12. 13. Net Value of Estate (Line 8 m inus Line 11) ............................. 12. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 4 4 7 2 0 0 an election to tax has not been made (Schedule J) ... .................... 13. 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ... 14 13 4 4 7 2 0 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .o D 25066.00 15. 0.00 16. Amount of Line 14 taxable at lineal rate x .0 45 109409.00 16. '4923.00 17. Amount of Line 14 taxable at sibling rate X • 12 18. Amount of Line 14 taxable 17. 0 . 0 0 at collateral rate X , 15 18. 0 . 0 0 19. TAX DUE .......................................................19. 20. -FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056042115 Side 2 15056042115 4923.00 J REV-1500 EX Page 3 189-18-5058 Decedent's Complete Address: DECEDENT'S NAME OSEPH S LOTZ STREET ADDRESS 00_ CITY ;AMP HI Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 5000.00 C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty F(le Number 21-08-1000 DECEDENT'S SOCIAL SECURITY NUMBER 189-18-5058 STATE ZI P (1) 4923.00 Total Credits (A + B + C) (2) 5000.00 • ~~.• ~~~~~G~ ~~ rnaKe a transfer ana: 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 : ................ ~ a c. retain a reversionary interest; or .......................... . . . ^ d. receive the promise for life of either payments, benefits or care? ............................. [~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................. ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .. 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................. ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §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. 15056041114 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN /~j PO BOX 28060, Z.I ~ ~ `/ ' ~ v Harrisbur PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 189-18-5058 10022008 09151926 Decedent's Last Name Suffix Decedent's First Name MI LOTZ JOSEPH S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI BENNETT SHIRLEY p, Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® i .Original Retum (~ 2. Supplemental Retum (~ 3. Remainder Retum (date of death Q 4. Limited Estate 0 prior to 12-13-82) 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Retum Required death after 12-12-82j ® 6. Decedent Died Testate (Attach Copy of Will) (~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes 0 9. Litigation Proceeds Received [~ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death (~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number DYAN YINGST 717-545-9h?1 Firm Name (If Applicable) First line of address 801 PHEASANT RD Second line of address City or Post Office HARRISBURG State ZIP Code PA 17112 REGISTEFLII~ILLS US ILY -'r't ~ ~ _r iZ~ : t, - --- ~ _ ~. . p;:,, r .. ~:~ t-rt-z _.... ,- ~-. i ._ ~>c ~ , ~t . _ .. ~~ N _. ~TE FILED f\J ` '~'{ ~...~ " ,~ . .:~ ---; a r.~ ~, _~ . _- . gat _.~-~ Correspondent's a-mail address: DYANYINGST@COMCAST .NET Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge SIGNAT PERSON R ONSIB FOR FILI~G RETURN / DAT,~ / //n /~ rl ~P1 ADDRESS 801 PH ASANT RD HARRISBURG, PA 17112 SI ,P A~EFj~THER THAN FjEPRESENTATIVE /~~~i~- H&R BLOCK PREMI~TM 4811 JONESTOWN RD STE 125 HARRISBURG PA 17109 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041114 15056041114 J ~- 15056042115 REV-1500 EX Decedent's Social Security Number Decedent's Name: JOSEPH S LOT Z 18 9 -18 - 5 0 5 8 RECAPITULATION 1. Real estate (Schedule A) ........................................... 1. 3 6 8 0 0. 0 0 2. Stocks and Bonds (Schedule B) ...................................... 2. 5 2 7 0 0.0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE 4. Mortgages & Nates Receivable (Schedule D) ............................ 4. NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 17 8 9 2 . 0 0 6. Jointly Owned Property (Schedule F) [Separate Billing Requested ........ 6. NONE 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ........ 7 5 9 2 7 3 . 0 0 8. Total Gross Assets (total Lines 1-7) .................................. s. 16 6 6 6 5 . 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) ................... 9. 3116 6. 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... 10. 10 2 7 . 0 0 11. Total Deductions (total Lines 9 & 10) ................................. 11. 3 219 3 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) ............................. 12. 13 4 4 7 2 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... 13. 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) 14 13 4 4 7 2 0 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or . transfers under Sec. 9116 (a)(1.2)x.o 0 25066.00 15. 0.00 16. Amount of Line 14 taxable at linealratex.o 45 109409.00 16. '4923.00 17. Amount of Line 14 taxable at sibling rate X • 12 17. 0 0 0 18. Amount of Line 14 taxable . at collateral rate X , 15 18. 0 . 0 0 19. TAX DUE .......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042],15 150560421],5 4923.00 -I REV-1500 EX Page 3 189-18-5058 Decedent's Complete Address: DECEDENT'S NAME JOSEPH S LOTZ STREET ADDRESS 1001 RUPLEY ROA[ CITY CAMP HILL Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 5000.00 C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty File Number 21-08-1000 DECEDENT'S SOCIAL SECURITY NUMBER 189-18-5058 STATE ZI P 'A 170 (1) 4923.00 Total Credits (A + B + C) (2) 5000.00 Total Interest/Penalty (D + E) (3) 0.00 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. (4) 77.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCK 1. Did decedent make a transfer and: S Yes No a. retain the use or income of the property transferred : ....................................... ~ a b. retain the right to designate who shall use the property transferred or its income : ................ ~ a c. retain a reversionary interest; or ...................................................... d. receive the promise for life of either payments, benefits or care? ............................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .. 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................... a ^ 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. 217 REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE its I w t E vF FILE NUMBER JOSEPH S. LOTZ 21-08-1000 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the ra~pvanr tarts ~n nwre space is neeaea, insert aaaitional sheets of the same size) 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE B STOCKS &, BONDS ESTATE OF FILE NUMBER JOSEPH S. LOTZ 21-08-1000 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DE 1 BOA ATH . - 360 SH AVITAR NEW C~ .00025 2. BOA - 145 SH DIGITAL ANGEL CORP NEW @ .3312 9 3. BOA - 1500 MACQUARIE INFRASTRUCTURES 1 75 48 . AMERITRADE - 700 SHARE ATLANTIC POWER CORP ~ 6 94765 2,625 5. . AMERITRADE - 120260 SH AVITAR INC C~3 .00025 4,863 6. AMERITRADE - 1000 BABCOCK & BROWN ~ .25 30 7. AMERITRADE - 363 sh BOYDS COLLECTION LTD C~3 55 250 8. . AMERITRADE -CARDINAL COMMUNICATIONS - NP VALUE 200 9. AMERITRADE - 3000 DIGITAL ANGEL CORPC~ 3506 0 10. . AMERITRADE - 2500 DRUGSTORE.COM 02.335 1,052 11. AMERITRADE - 30800 GREEN ENERGY RESOURSES C~ 031 5,838 12. . AMERITRADE - 44000 LIFEPOINT INC NP VALUE 955 13. AMERITRADE - 2500 LOT$ OFF CORP NP VALUE 0 14. AMERITRADE - 2508 NEXPRISE INC x.75 0 15. AMERITRADE - 15500 RITE AIDE CORP C~ 945 1,881 16. . AMERITRADE - 500 SPECTRUM PHARMACEUTICALS ~ 1 42 14,648 17. . AMERITRADE - 1500 TARGETED GENETICS CORP C~3 48 710 18. . AMERITRADE - 90000 TELEPLUS WORLD CORP NP 720 19. AMERITRADE - 14500 TOUSA INC C~ .055 0 20. AMERITRADE - 70000 VIRAGEN INC C~3 NP 798 21. PNC INVESTMENTS - 973.710 GOLDMAN SACHS STRUCTURED SMALL CAP EQUITY BC~9 0 22. . VANGUARD SMALL -CAP GROWTH INDEX 0993309668 603 333 15 43 8,764 . . 9,309 TOTAL (Also enter on line 2 Recs (If more space is needed, insert additional sheets of the same site) 217 REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECED NT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ~SESPH S. LOTZ FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate 21-08-1000 ITEM . All ro ert ointi caned with ri ht of survivorshi must be disclosed on Schedule F. IUMBER DESCRIPTION VALUE AT DATE 1 SOVEREIGN BANK 0181118157 OF DEATH 3,572 2• PROPERTY MANAGEMENT INC 188 3• VANGUARD PRIME MONEY MARKET 09900704494 1017 sh C~3 1.00 1,019 4 BUICK LESABRE CUSTOM SEDAN 8,000 5 PATRIOT NEWS REFUND 36 6 SOVEREIGN BANK 1054169578 2,461 7 BLUE SHIELD REFUND 66 8 PERSONAL BELONGINGS 1,000 9 BANK OF AMERICA CASH IN INVESTMENT ACCOUNT j61-328081 223 10 FULTON BANK 362194057 1,308 11 SATURDAY EVENING POST REFUND 19 TOTAL (Also enter on line 5, Recapitulation) $ 17,882 (If more space is needed, insert additional sheets of the same size) 217 REV-1510 EX+(6-98) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT is i A i t vF ~ FILE NUMBER JOSEPH S. LOTZ 21-08-1000 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST ~1FAPPLCi4B~E~ VALUE 1. VANGUARD ENERGY FUND INVESTOR (ira) 09900704494 20,636 100.00% 20,636 360.587 shares ~ 19.79 0 transferees: one third Linda Lotz 1900 Frontage Rd Bld 1, Ste 1 0 Cherry Hill NJ 08034 0 one third: David Lotz 398 Sweetbriar Dr Harrisburg PA 17111 0 one third: Dyan Yingst 801 Pheasant Rd Harrisburg, PA 17112 0 2. VANGUARD SMALL CAP INDEX FD (ira) 09919617268 transferees: one third Linda Lotz 1900 Frontage Rd Bld 1, Ste 1 Cherry Hill NJ 08034 one third: David Lotz 398 Sweetbriar Dr Harrisburg PA 17111 one third: Dyan Yingst 801 Pheasant Rd Harrisburg, PA 17112 3. VANGUARD VALUE INDEX FD (ira) 09900704494 transferees: one third Linda Lotz 1900 Frontage Rd Bld 1, Ste 1 Cherry Hill NJ 08034 one third: David Lotz 398 Sweetbriar Dr Harrisburg PA 17111 one third: Dyan Yingst 801 Pheasant Rd Harrisburg, PA 17112 Dates of transfer 12/15/08 28,683 100.00% 9,954 100.00% 0 28,683 0 0 0 0 9,954 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ~~ ~ h i c yr FILE NUMBER JOSEPH S LOTZ 21-08-1000 ~T~.~ Debts of decedent must be reported on Schedule L NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: 1. NEILL FUNERAL HOME 3501 DERRY STREET HARRISBURG PA 17111 10,536 2. FAMILY MEAL SKYLINE DINER 335 3. FLOWERS 336 B• ADMINISTRATIVE COSTS: 1 • Personal Representative's Commissions Name of Personal Representative(s) DYAN YINGST Street Address 801 PHEASANT ROAD Ciry HARRISBURG state PA Zip 17112 Year(s) Commission Paid: 2009 6,000 2• Attorney Fees 7,650 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant SHIRLEY LOTZ Street Address 1001 RUPLEY ROAD APT 101 City CAMP HILL State P_A zip 17011 Relationship of Claimant to Decedent WIFE 3,500 4• Probate Fees 170 5• Accountant's Fees 1,000 s• Tax Return Preparer's Fees 300 7. ESTATE ADVERTISING 113 8. ROBERT ENSMINGER -APPRAISAL 275 9. EXPENSES IN CONNECTION WITH THE SALE OF REAL ESTATE 678 10. EXPENSES MOVING DAD'S THINGS OUT OF APARTMEN T 273 TOTAL Also enter on line 9, Reca itulation $ 31 166 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETTRN MORTGAGE LIABILITIES, & LIENS ESTATE OF JOSEPH S. LOTZ FILE NUMBER 21-08-1000 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. PA TREASURY ANNUITANT -RETURN OF PRORATED ANNUITY 230 2. FULTON BANK VISA CHECK 1243 $144 -ONE HALF 72 3. COMCAST FULTON CHECK 1244 $53 -ONE HALF 26 4. PPL ELECTRONIC PAYMENT FULTON BANK 10-03-08 $46 & 11/30/08 $ 30-ONE HALF 38 5. UGI ELECTRONIC PAYMENT 10/23/08 & 11/20/08 FULTON BANK $53 -ONE HALF 27 6. VERIZON ELECTRONIC PAYMENY 10/24/08 FULTON BANK $59 -ONE HALF 30 7. FAIRMONT PARK APARTMENTS 11/05/08 - $1110 -ONE HALF 505 8. CHASE CREIDT CARD 9 9. CONNER RICH ASSOCIATES - COPAY 10 10. SWATARA TOWNSHIP BUSINESS TAX 20 11. VISA PAYOFF 24 12 . THERAPUTIC IMAGING 36 TOTAL (Also enter on line 10, Recapitulation) $I 1 027 (If more space Is needed, insert additional sheets of the same size) 217 REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF JOSEPH S. LOTZ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) A DYAN YINGST B LINDA LOTZ C DAVID LOTZ D SHIRLEY LOTZ RELATIONSHIP TO DECEDENT Do Not List TrusteelR~ DAUGHTER DAUGHTER SON WIFE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ONIREV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND QOVERNMENTAL DISTRIBUTIONS FILE NUMBER 21-08-1000 AMOUNT OR SHARE OF ESTATE 36,470 36,470 36,469 25066 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (if more space is needed, insert additional sheets of the same size) ESTATE OF JOSEPH S. LOTZ 2148-1000 LAST WILL AND TESTAMENT GBST~,q~ S ~~'R • •waRI~IIVC: It is illegal to c6uplicate ~~~~~~~~~~ ~~ . th(s copy by photostat or ®~/~~H Fee for this certificate photoJraph. '' • $6.00 , , This is to certify that the inform correctly copied from an orie• anon here a' duly filed with biven binal Certificate of Deat P certificate me as Local Registrar. ~ 4 9 5 will be forwarded to the ~1e ot-igina 4 ~j $ Records Office for ~perma State Vita Certification Number ', new filing. Local ------------------_~._.._ Registrar =,;:~/ _--___ . Date Issued -----.~ -__. . 'v n.zoo6 s • ' ttNT rN r ~T COMMONW ~ ~ • EALTH OF PENNSYLVANIA • ~ i - DEPARTMENT OF HEALTH • ~'~ '~ ""^~ a ~.aa,Fas(. 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Inafn r 1 R N ~ 3 0 3 ~ ~ L a• r+rl rE CAtISE6y~ ~Nrieular ~~ a~01s yga00onf~~y~Y aussd sr dad,, pD~N~ ~ tee •atCtJ ~ T8. a qa Ra ~r ~Mdw Esy~r ~ Daawr ~ aVCTC~ ~ ~ e,~tl U ~aWta,p n aey ~~ a. °NY ar aup °" oath Iin., eoartr weh ae ardiae streE, ~ '~Pwo°"nr Ywnral: Pan U: Eaer t.17 ^p ~ a ~t _._ _ . L U C~6F.V C~ f Onfar b oud, °""~oaawo~.~;~l0.tlulh. Dw b (a 4 r cut na nf,s~ n dr M Ya aawropn. r e ,q oawau ~q ~, r '~M+n7 acne 9xan n Pyt L ~ Q Q P~ 4 DwhT _~ju ~ , CAUSE Ow b (a as a V 'T ~/ " ; ~~.. ^ Ha ^ U+Yerwn ,f', L ` r 29. n Femw: d ~ b tar as a aonse4wrra oq: ~ ~ ~ L V ; " ~--~ ^ Na pwWp wdth pap yw ~ Autapfy 3~. wfn ~ ~~~ f ~ ~paeMteadaah otlt A ~ ~~Corttpsion fit. A,ymw a paapt 32L Dots a ~ ^ d ~ pis r~tn t2 days (~9 na ^ ra ^ ,,,; ~ ~ ^ -'~"~w ''may IMaun. m~, wn rm. 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Nan,p a,q _' ~l ` ~~ ~ '~ dry. ynr, ~ ~ a Parson was t:ompeted Causf of aam O c T ~ ~~ a D ' ~ ~ l ~t I3 ~ ~ ° / ~ team ZT) Type, Prop ~ ~ ~~(/ . !S ~anan Perms Na. 6 (~ v ~- S'' • Z f v12 7 0 . __ - -- • ,. _- _ - REGISTER OF ~I/ILLS CUMBERLAND COUNTY PENNSYLVANIA No. 1008- 01000 CERTIFICATE OF GRANT OF LETTERS Estate p`~ NO ' 2 / - 08- 1000 Of . JOSEPH S L O TZ (First, iy/dd/e, Lestl Late Of: WORMLEYSBURG B CUMBERLAND COUNT UGH Deceased Soci a1 Securi ty No : 789_ 18- 5058 WHEREAS, on the 7th da February 27th ~' of October 2008 an instr 1995 was admi tied to went JOSEPH S LOTZ probate dated (First, Midd/e, a s the last wi 11 Last/ Of 1 a to of WORMLEYSBURG BO who. died ROUGH, CUMBERLAND Count on the y, 2nd dad' of October 2008 a WHEREAS, a true nd, THEREFORE, 1-~ G copy °f the wi 11 a s proba to LENDA F ARNER STRASBAUGH is annexed hereto. for CUMBER LAND County, in the Co Register certify that ~onweal th of Wi11 s in and I have this da °f 1'e~sylvania, D Y'qN L Y/~IIGST y gran ted Letters TESTAME/V7- hereby ARY to: who has du1 y qualified a and has s EXECUTOR(//XJ agreed to adm.ini s ter the es fu11y appears of to to according to record. in my offs Ce a t COMB CARL/SLE, PENNS YL VAN/A 1 a w~ all of which . ERLAND COU/VTy COURT' HOUS IN TESTIMONY HEREOF, 1- E' of my office have hereunto se t on the 7th day of October 2008, my hand and affixed the seal egiste o ~ s eputy '~ *NOTE* * ALL NAMES ABOVE APPEAR (F-rRST, Mrnnr.~- ,. „ „~„ LAST WILL AND TESTAMENT . I. JOSEPH S . LOTZ, of 231 Nor th 40th Street, Harrisbur County of Dauphin, Pennsylv~dni_ g, dr do !'lei e1~y iilake, iJil'IJ1.LSii1r aiid declare this to be my LAST WI LL AND TESTAMENT, revoking an all prior wills and codicils Y and , in manner following, that is to say, FIRST, that I direct that m Y Personal Representative shal pay ali of my just debts and fun l shall be eral expenses as soon as this practicable. SECOND, that upon my death I give, devise, and bequeath all of my property, real, persona 1. and mixed, to be divided among my children: equally DYAN M. YINGST, LINDA A, LOTZ LOTZ, per capita; that is, i . and DAVID W, f any °f mY children have me, then I direct that predeceased the share of my predeceased c ' divided equally between m held shall be y survivi11g children. THIRD, that I hereby appoint the Executrix of m my daughter DYAN M. YINGST as Y Estate. I direct that my Per Representative shall not be sonal required to post bond in this or ' any other jurisdiction, in 1 IN WITNESS WHEREOF, I have hereunto set my hand and se this 27th day of Februar al Y, 1995, ~~ JOSE H S. LOTZ v` A t ~- ~ ~~~ WITNESS ~ ~ ~~ ' '~'~ ~~ ~~ WITNESS ACKNOWLEDGMENT C ONIl~pNWEAL TH p F PENNS YL V ANIA COUNTY OF DAUPHIN I, JOSEPH S. LOTZ, testator whose name is signed to the attached or foregoing instrume nt, having been duly qualified according to law, do hereby ackno wledge that I have signed an e~eCUted the instrument as m La d Y st W111 and Testament; that siyr~cd it will.iily~-y ar~d tha`. ~~ r I 1 slg.~ed i.~ as 7iy free and s01;,{ 1tur~, act for the purposes therein e Y xpressed. Sworn or affirmed to and ackno wledged before me by JOSEPH S LOTZ, the testator, this 27th ' day of February, 1995. JOSEPH . LO Z ~- ~~ ~. ~ NOT Y P LIC a. KcLL'f R. P~ T Rim, No'.~,ry Public ~.,u~1,J COI`Il~IONWEALTH O AF'FIDAVI T F PENNSYLVANIA COUNTY OF DAUPHIN ~E• CHARLES E. PETRIE and whose TINA M• MONGIELLO. the wit names are signed to nesses the attached or foregoin be1ng duly qualified g instrument, according to law, do depose an Were present and saw testator d say that we his LAST sign and execute the instrurne WILL AND TESTAI+ZENT; that J nt as and that OSEPH S• LOTZ signed Willi he executed it as. his free ugly purposes and voluntary act for the therein expressed; that ea si ht ch °f us in the hearing an g of the testator signed th d e will as witnesses; and that the best of our knowled e to g the testator was at that t' more years of age. of sound lme 18 or influence, mend and under no constraint or undue Uworn or affirmed to an d subscribed before me b PETRIE and TINA M. MONGIE y CHARLES E, LLO, witnesses, this 27th February. 1995, day of f-- .~- 7 r WITNESS ,,- ~ N ARY ittr r ~ !/ - ;~:~;; -- ' ~`~_LY - n, ..rho ~~~, _. ---- __ ~~ ': ~ ~ ; ,. ,: . , .,._ f COMMONWEALTH OF PENNSYLVANIA _ _ APARTMENT OF REVENUE ~REAU OF INDIVIDUAL TAXES ~EPT• 280601 REV-1162 EX(11-96) I'IARRISBURG, PA 17128.0601 RECEIVED FROM; PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD p 1 1413 YINGST DYAN L 801 PHEASANT RD HARRISBURG, PA 17112 ACN '---- ASSESSMENT AMOUNT CONTROL --- fold NUMBER ESTATE INFORMATION : FILE NUMBER; SSN: 189-18-5058 2108_ 1000 DECEDENT NAME: LOTZ JOSEPH S DATE OF PAYMENT: 06/29/2009 POSTMARK DATE; 06~29~2009 COUNTY: CUMBERLAND DATE OF DEATH: 10/02/2008 REMARKS: CHECK#124 INITIALS: CJ SEAL RECEIVED BY: TOTAL AMOUNT PAIp; $ 5, 000.00 GLENDA EARNER STRASgAUGH REGISTER OF WILLS TAXPAYER ESTATE OF JOSEPH S. LOTZ 2108-1000 SCHEDULE A A. Settlement Statement U.S. Department of Housing and Urban Development OMB Approval No. 2502-02115 (er¢~ires 11/30 /2009) B. T of Loan 1. ~ FHA 2. FmHA 8• File Number: 7. Loan Number: 3. ~ Conv. Unfits. CAA _ 8. iNongaye Insurance Case Number; 4• ^ VA 5. Conv. Ins. Commercial Loaa Hageyg~ i 1 yTrua t - C. Note: This form is furnished to give you a statement of actual settlement costs. amounts paid to and by the settlement "(p.o.c)" were paid outside the Dosing; they are shown here for informaUonai u D. Name 8 Address of Borrower: P rposes and are not Included in the t~ot~alsare shown. Items marked Hagey Fam//y Trust E. Name & Address of Seller: 3401 Rutherford Street Estate of Joseph S. Lotz F. Name 3 address of Lender. Harrisburg, Pq 17111 , PA CentNc Bank 4320 L/ng/estawn Road, Harrisburg, Pq 17112 231 Francs L Cadden Parkway, Un/t 103 Harr/sburp, Pq 17111 DauphJn County J. Summary of Borrower's Trana..a~ 100. Gross Amount Due From Borrower 101. Contract sales price 102. Personal Prop 103. Settlement charges to txxrower (line 1~ 104. 105. 106 Citynown ,taxe3 rite aia b seller (n advance to 107. County taxes 2?/?1/1009 to 21/31/?009 108 Assessments 1?/11/?009 to os/3o/lozo 109. Aeaoc Duesr 12/11/09 to 12/32/09 110. 111. 112. 120. Gross Amount Due From Borrow 200. Amounts Paid By Or In Behalf Of 201. Depositor earnest money 202. Prtndpal amount of new I~~r~~ 203. Existing loan(s) taken subJect to 204. 206. 207. 208. Ao ustments for items unpaid by aelto~ 210• City/town taxes --. to ?11. County taxes to ?12. Assessments to ?13. !14. !15. Kescission Date: '• settlement Date: 11!21/2009 - - ~,•~~ $ ~ ransaction 400. Gross Amount Due To Seller 36, soo. 00 401. Contract sales rice 402. Personal rop 51, 677.83 403. 404, 405. Ad ustments for Items Id b seller in advance 406. C1ty/town taxes to 56. e7 407. County taxes ZT/11/?009 STI?. ~7 408. Assessments to 1?/31/1009 1?/11/1009 l0 06/30/1010 580.57 409.ASaoc Ducar 32/21/09 to 12/3I/09 410. 411. . 412. 539, 777.7 1420. Gross Amount Due To Seller 500. Reductlona In Amount Due To Seller ;1, eoo, 00 501. Excess d Dart see instructlons 519, ! 4 0.0 0 502. Settlement cha es to Seller line 1400 503. Exlstln loans taken sub ect to 504. Pa ff of ftrst m e loan 505. Pa of second mort a loan 506. 507. 508. 509. Ad ustments for Items un id b seller 510. Ci /town taxes to 511. Coun taxes to 512. Assessments to 513. 53-- 600 . U 0 ~_ ---~ ~_ -~~ ~__ ------_. S~1?' ~7 S80.57 --~~. -------_ ~_ $37,099.91 -~-~._ ----_ ~_ 5678.00 16. 515. 17. 516. 18. 517. 19. 518. 519. 20. Total Patd B /For Borrower 10. Cash At Settlement From/To Borrower ~ S3?' as o. 00 520. Total Reduction Amount Due Seller )1. Gross Amount due from borrower Ilne 120 600. Cash At Settlement To/F'rom Seller 5679.00 )2. Less amount std b/for borrower line 220 S3e, 777.74 601. Gross amount due to seller Bite 420 S3?, z~ o . 00 602. Less reductions in amt. due seller line 520) 537, 099.91 ~3. Cash ®From S67s. 00 ^ TO Borrower S6, 537. 7~ 603. Cash ®To From Seller jcUon 5 of the Real Estate S 536 ttl e ement Procedureq act RESPA quires the following: HUD must Bevel P ) aklet to help persons borrowin rnp^ ~ a S ecial Information ;Idential real t u to na ,4?1.91 SecUort 4(a) of RESPA mandates that HUD Bevel standard form to be used Prescrib es ate to better purchase of nderstand the nature and tl estate settlement seMces; Each lender must provid ~~ of all applicants f e this at the Ume of loan settl~rtent to disclosure of all charges imposed upon the borrower Provide full These are third and di l G pan e ~ rom whom it rece(ves or far booklet tten application to borrow whorn It prepares a •ldentlal real estate ur h L m st se s ler. t osures that are designed to borrower ~^^~ Pertinent information during the settlement provide the ~~ to be a bett h Process i P ; c ase of enders mu oklet a G P prepare and distribute ~~ the ood Faith Estimate of the settlement costs that the Tower is likely to incur in connectlon cl ith ~~ 9 n The Public R Burden f~ estimated to average one hour this cdlection of information is w osures are mandatory, the settlement. These revewing instructions, searohln Per response, inGuding the Ume for and maintainin sting data source th g g s, gathering e data neede d, coilecUon of information. and completing and reviewing the This agency may not collect this information, and you are not required to complete this form, unless It displa s y number. a currently valid OMB control Noun editlons are obsdete The information requested does not lend itself to confldenUality. Page 1 of 2 form HUD-1 (3/86) ref Handbook 4305.2 H. Settlement Agent: Cap/talAnaAbstracC, /nc. 77N: 25-1841633 Piave of Settlemen 2133 Market Street, SWfe 215 Camp HIII, PA 17011 K- Su,n..•~.. - - - L. Settlement Charges 700. Total Sales/Broker's Commission based o ' n rice $ Division of Commission line 700 as follows; °~= 701' $ 702. $ t° Pa1d From Paid From Borrowers 703. Commission aid at Settlement to Funds at Seller's ~ Settlement Funds at 704. Settlement 800. Items Pa able in Connection With Loan 801. Loan Ori Ination Fee H02. Loan Discount % centric Baak 803. A % praisal Fee 5175.00 to 804. Credit Report 805. Lender's Ins action Fee ~ ceatrtc Baak 806. Mort a e Insurance pllcatlon Fee to S1? • 63 807. Assum tlon Fee 808. Doc Prep !ee to Ceatric Baak 809, flood Cert tee to Ceatrto Baak 810. 5150.00 811. $1?. s0 812. 813. 814. 815. 816. 817. 818. 819. 820. 900. Items Re ulred B Lender To Be Pa(d In Adv ance 901. Interest from to 902. Mort a e Insurance Premium for $ /da 903. Hazard Insurance Premium for months to 904. years to 905. rs to 1000. Reserves De sited W(th Lender 1001. Hazard insurance 1002. Mort a insurance months $ Per month 1003. Ci pro taxes months $ er month 1004. Coun pro taxes months $ ~ month 1005. Annual assessments months $ ~ month 1006. months $ month 1007. months $ per month 1008. months $ er month months $ month 1009. A r ate Accountln Escrow qd ust men 1100. Title Char es 1101. Settlement or closin fee So. oo So. 00 1102. Abstract or title search to 1103. Title examination to 1104. Title Insurance binder ~ 1105. Document reparation to 1106, NOte fees t0 8karlatos Loaarteb, LLP 1107. Attom s fees to Rotary lublfc SI2s. 00 includes above items numbers: to S?s. o0 515.00 1108. TIUe Insurance t0 Lawyers Title/Cap~ta2 Area Abstract, Sac. includes above Items numbers; Basic 1109. Lender's cover a 563.50 110. Owner's covers e $ S?9, ~*o. o0 ;?9,40 00 . $ 536,800.00 111. Bads (PA 100, 300, 710, & 900) to La 536,800.00 *yera i / p T tle Ca ital Are• Abstract, Inc 112. Cloatay lrotectloa Letter to ye ~+yers ~ T tIe 113. S?00.00 200. Government Recordln and Transfer Char es 575.00 201.Recordin fees: Deed$ Sss.oo ~ M~ e $ 571. oo ~ R~~ses $ S~ o. o0 202. C(ty/coun tax/stam s: Deed $ 5368.00 ~ Mort 51 8 e $ 203. State tax/stamps: p~ $ ¢3 66.00 68.00 ~ MOrt e$ ?04. API Cert !ee to Daup)i~n Couaty Record $368.00 er of Deeds ?05. 5369. o0 300. Additional Settlement Cha 530.00 rges 101. Survey to t02. Pest (nspectlon to 103. Resale Certilicatioa !ee to !MI {)4. Tax Cert !ae to Lwaae Curtin-Delrank 05. Slso.oo ~• S?o. 00 07. 00. Total Settlement Charges (enter on Imes 103, Section J and 502 Se ti , c on K) 51,677,83 ;678.00 ?rvious editions are obsolete • Page 2 of 2 form HUD-1 (3/86) ref Handbook 4305.2 Certification (continued from HUD-1) ' I have carefully reviewed the HUD-1 Settlement Statement and to the it is a true and accurate statement of all receipts and disbursements m transaction. I further certify that I have received a best of my knowledge and belief, ade on my account or by mein this copy of the HUD-1 Settlement Statement. Borrower; ~. ~c Seller or David J. Raup rustee Q Agent: Hagey Family Trust Date: ~~ DY n Yin9 , Exe trix ` Estate of Joseph S. Lotz The HUD-1 Settlement which I have prepared is a true and accurate acc caused or will cause the funds to be disbursed in accordance with this stateme ount of this transaction. I have nt. Date: ~- Settlement Agent: WARNING: It is a crime to knowin I David J. Lanza Date: 9 Y make false statements to the United States on this or any other!- similar form. Penalties upon conviction can include a fine and imprisonm see: Title 18 U.S. Code Section 1001 and Section 1010. ent. For details ASSIGNMENT OF LEASES KNOW BY THESE MEN PRESENTS "Assi that the Estate of Joseph Lotz (hereinafter called gnor"), in consideration of the sum of One Dollar ($1.00) and the urch Parkway, Unit 103, Harrisbur p ase of 231 Francis L. Cadden g, Dauphin County, PA, by ,ya e Famil Trust "Assignee"), and other good and valuable consideration, do hereb g a y (hereinafter called Assignee all Assignor's right, title, and interest as Lessor in the foil vi sign, transfer and set over unto said ng Ieases for the aforesaid premises: Lessee Monthly Rent Security Deaosit Kathy Anne Corl Traister William H. Traister, Jr. 670.00 100.00 ~ Assignor does hereby represent and Warr ant that the rents due under said leases have been paid through December 2009; that said lease is in full force and effect; and that no ' been committed by Assignor and that there are no current violatio violations of the terms of the leases have Assignor. There have been no modifications to the lease. This A r of said leases by the tenants known to estate situate at 231 Francis Cadden Parkwa g Bement shall survive closing on the real y, Unit 103. IN WITNESS WHEREOF, we have hereunto set our hands and se '1 2009. als this ~ day of December WITNESS: Assignor: ~ ~~ , ,~ Execu x, Estate ofJ ' eph otz Assignee: ~) ~-t~ ~~ ~ ~~ Hagey Family Trust ESTATE OF JOSEPH S. LOTZ 2108-1000 SCHEDULE B ~o ~~ ---- ~ V ~ Q E U C ~ ~ Gn w a'' V `° ~, ~~ o ~~ V i o N ;; R O ~ •~ ~ o ~c ~o L ~I ~/~ ~ ~ _ w~ N_C "' ~}J 0 o c ¢ ~ Q U ~ '~ N ~ __ a a . a`~ N •°~ ° „ ~o C ~ N ~ O N > '' D o y C M ~` ,~, V ~ ~y ~ GCl t0 ~ ~ N ~ d j ~ 47 O ~ M C U M N c•1 ~ > c0 N Ip ~. 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Find Out How www.VirtualinvestingClub.com Save Money and the Earth Sign Up for Our Free Book to Live Green & Save Money. As Seen on CNN ww w. G re e n Book F ree. com Take Our Free Online Sgminars. Charles Schwab http://bigcharts.xnarketwatch.comlhistorical/default.asb?detect=l8~s - - ymbol-A`JTI&close da... 08/14/19 Historical Quotes: Charting Tools for Looking Up a Security's Exact Closin P ' _ g rice BigC... Page 1 of 2 Digital Anget Corp Thursday, Octoher Q2, 2008 CiOStng Price: ~tJG'n: i"iign: t_ow: Volume: O.a)6 I~..~+~i-12 0.37 A.3312 181,1~~ Go To Charting -#vlonfh Daily Chart a# #7igitai Angel Corp Sponsored Links Currency Trading Free $50,000 practice account with charts, news, research & analysis www.Forex,com Auto Insurance for AARP Over 50? Save Up To $388 On Auto Insurance With AARP & The Hartford. AARP.TheHartfard.carn ,Need Investment Advice? 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Free Investment Guide Get A Free Investment Guide-"Keep It Simple Guide To Investin www.USOne.com g $87/Hr Job -132 Openings Make Money - $87 Per Hour From Home. Seen On CNN NBC CBS www•EarnCashPrograr~s.com & FOX News. Take r ree Online Semi.nars_Charles Schyvab Page 1 of 2 http://bigcharts,marketwa.tch.com/histori.cal/default.as ? - p detect-1 &svmhnl-A TPWF~~,~.,cA no ~, ,~ ~~~ Historical Quotes: Charting Tools for Lookin U g p a Security's Exact Closing Price - BigC,,, Pa e 1 of 2 g r~~ft ~.. . w > tar~p~~irrd~ ,-~- --~---....._~..~.~.. =. _ •..wror~~ ~.._.~,~.;,,., irtdu~strie~s Ma~rke~ts . ~,,.~,x . _.~_ . ~. i'iis~~rr~~t ~u~rt~s ~t~p~ports This Historical Quotes tool allows you to look up a security's exact closin ri w ~...~ ~~ ... Simply type in the symbol and a historical date to view a quote and mi • 9 p ce. rn chart for that security. Enter ""°--~----~r Symbol: BCKBF ;`~ ",,. ' Enter ---...._.._.... <<~~~~~,R~~~~~~~~,~,~~~1„ ,, -~.~.~..M,~ Date: 10/02/08 Babcock & Brown Infrastructu Thursday, October 02, 2.008 Closing Price: Open: l~iigh: Low; Volume: 0.25 0,25 0.27 0.23 140,500 Go To Charting [ No Splits 2-Month Daily Chart of Babcock g, IIrown tnfrastructu Sponsored Links Free Investment Guide Get A Free Investment Guide-"Keep It Simple Guide To Investin " wwvr. U50ne.com g HARP Auto Insurance If You're Over 50, You Could Save $388 On Auto Insurance With AAFTP.TheHartford.com The HARP Trader Makes $17 Million California Trader Makes $17.4 Million in a Single Year! Find Out www. VirtualinvestingClub.com HOW Free Dividend Stock Picks Check out these 9 high dividend stocks you should own toda - F I www.Making-Money-Alert.com y ree. Take Our Frame Online eminar~. Charle chwab http://bigcharts.marketwatch.com/hist - or~caUdefault.aCn?~iPtPnt= 1 %~e~m,l~,nl-T?!'~V -- - - _ Dr o_..~ .... ,. ,..., Historical Quotes: Charting Tools for Looking U a Se P curity's Exact Closing Price - BigC,., *~,~_ ~~ • ~• Page 1 of 2 ~.~w° .~~a,.~.` rat :~,.~ ~trieY .._~ark+ats f~ifs~orir~a>F ~u~te~ ~Ftepro'+~t~ . ` I~'~dv~r~s~rd T~ra1~ This Historical Quotes tool allows you to look up a security's exact closin Simply type in the symbol and a historical date to view a quote and mini 9 price. hart for that security. 5 Enter Symbol: ~CDCI ' ~'~~~~~;;,~P~~a~w° .~.....~,_,,...M...~~... Date; 08 -.~. £ Enter 10/02/...._.. m...~,~..~..., ~ 6 >~; ~y~bol CDC not found. Sponsored Links Investing Your Savings Get A Free Investment Guide-"Keep It Simple Guide To Investin " www.USUne.com g Trader Makes $17 Million California Trader Makes $17.4 Million in a Single Year! 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Page 1 of 2 .. ,,, ~, , -- -.~..~ More ~~''~ f 6~iriwr~ 7 ~e.~se_ ~e~ause a ~ no ~irnou+rt# ~t e ~s~ s~ft~l~r~!re can save. i~ ~ n ~~~` ~ ~rsrn>~ 9 M~ Clench,. a higlf-#~~ t~nan~ v~il~ n ~ ~~ ~~' repcs 70~ of s are a!1rey u~ng the tech ~~ '~ ,~' ~ ~~, heard ~. ~t arre ~# t~3ernl ~e~t ttt~ X11 : And tE>;e` ~ '! ~ tt+r~l',r~c~ 11r1~otley Ft~ot calfe+d ~ ~ names of ~ ~~~~~ fat wiif ._.._ _. Two'or+ds Blrll Cues doesn't 1a~ar~# Youi ~ ~eai~ __", I _.__..:_ _. _ __ ._ . ~._~.._ ,~..~._. te. .~~~~.~.,.~.~. ~ . t ltii~ws indus~ri+es Ma~ceta ~Istr~r>ica~t t~uotes ~i pe rte .. ~,,,~~„~,.~,~, ~ ~.,. _ .. ~ ~' ~~ , ~Adtrtrnc+~dToals~ ?. ~'`~um Pr~duc This Historical Quotes tool allows you to look up a security's exact closin Simply type in the symbol and a historical date to view a quote and mini chart for that security. Enter Symbol: DSCM _.w_......,,..A ~~---.-....~._,,,M. Enter Date: 10/02/08 Drugstore.com Inc Thursday, October 02, 2008 Casing Price: 2.24 Open: 2.37 High: 2.45 Low: 2.22 Vclume: 55,600 Go To Charting Sponsored Links ,Need Investment Advice? Keep It Simple Guide To Investing" - Get A Free Copy. www.USOne.com No Splits 2-Month Daily Chart of Drugstnre.com lnc Trader Makes $17 N'lillion California Trader Makes $17.4 Million in a Single Year! Find Out How www.V!rtual!nvestingClub.com AARP Auto Insurance Save $388 On Auto Insurance In Minutes if You're Over 50. Free Quote! hartfard.com/carp Invest money Buy Stocks for $4. No Account or Investment Minimums. Start Toda I www.ShareBuilder.comJlnvesting y• _T~ke Our pree Online Seminars Charl s Sch_ g __ va_b i c s.marketwa ,,.. ,_ . ,_ - p g tch.com/hiStoncal~~efalllt.a.Cn~~PtP~t_1 R~c~r,,,~,,,~_r,cr„ ,~ o--~ - - - Historical Quotes: Charting Tools for Looking U a Sec P urity's Exact Closing Price - BigC... 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October 02, 2008 Casing Prir.G: Open: High: Low: Volume: 0.022 0.04 0.04 0.022 77,500 Go To Charting No Splits 2-Manih Oai!y Chart of Green Energy Resources Inc Sponsored Links Trader Makes $17 Million California Trader Makes $17.4 Million in a Single Year! Find Out How www. VirtualinvestingClub.com How To Invest In Stocks Get A Free Investment Guide-"Keep It Simple Guide To Investin " w.ww.USOne.cam g AARP Auto Insurance Save $388 On Auto Insurance In Minutes if You're Over 50. Free Qu l hartford.com!aarp Ote. Invest money Buy Stocks for $4. No Account or Investment Minimums. Start Toda l www.ShareBuiider.comilnvesiing y. Teske Our Free Online~emina___ rs Charles Sc__hwab http:/lbigcharts.marketwatch,co~istorical/defaulr_acr,~~Pt~~r=-~ R,~~ m-+1,.,1-nom n_n o_ _~ - - - ~ ,,.. ,. . ,., , Historical Quotes: Charting Tools for Looking Up a Securit ' y s Exact Closing Price - BigC... Page 1 of 2 ~'`"~ -~- "~`1 ~~ r ....~„~~,~.'°~~r~%~~~ ~'~ _ rifu>s~r~ie~c Martc~ets liii~~rric~s ` .~~,-~~-mow.:. _ . ~#uc~t~e #~~ N,rw.M., . .. .. r~urxt< Rr~dv~ts This Historical Quotes tool allows you to look up a security's exact closin rice. ~„ ._.~.~ .w~~.~m,~.~;»,-~,~..,.~:~. Simply type in the symbol and a historical date to view a quote and mini 9 art for that securit _ y' ~I Enter S mb _".,"".~ k,.p,x ~~ ~P, x ° ~ ~...•..~ ..~,~ .~.,~ = Enter Q `"" .._,......~ ate: 10/02/08....__ _..~..~..._.~..~~~ ~ci! rata ~c~r L~fi~~ on T°hursdiay, Octah~r p,~, ~Q0$ Sponsored Links How To Invest In Btocks Get A Free Investment Guide-"Keep It Simple Guide To Investin " www.USOne.com g Report: Earning $ At Home I Make $108/hour online. As Seen on NBC CBS & FOX News. www.EarnCashPrograms.com Trader Makes $17 Million California Trader Makes $17.4 Million in a Single Year! Find Out How www. 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Click Here. http://bigcharts,marketwatch.com/historical/default.asp?detect=l c4~SVmhn1=NXPCRrrlneP ~ nQi~ ~ inn Historical Quotes: Charting Tools for Looking Up a Securit 's Exact Cl Y osing Price - BigC.., page 1 of 2 :. fir' ~~~ ~~ ~~,~t~ ~' .."„.,."".M.."... j 1 ......„„..„,..,.«..w............ ...~.: ~ H I ~~~~~ ..,.,""""".'.". ~~rs ~rlu~r~~~ IaAat~t~ ` ~ii~nrif~al ~u~es B w .~,~~.~ ~. ~,~..,,.. ,~...~~. ~ ~~,.,-„~~~u, ~. ~ ~ipet~arts ~ A _ c~Ytrr~1"+tya Pire~~ PrQdu~t "^~ ~n..«,+m.~w.yy...w..-4<"..w.e~°nwow :.row.~a.a~e,1. miAa..: This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. " =Enter Symbol: RAD ~~ ~,~.,..~ ;Enter Date: 10/02/08 -----_~ Rite Aid Corporation Thursday. October 02, 2008 Closing Price: Oaen: High: Lo~v: Val;~me: 0.89 1.00 1.00 Q.$~ 4,83fi,900 Go To Charting (~ No Splits 2-tv{onth Daily Chart of Rite Aid Corporation Sponsored Links How To Build Solar Panels Learn Everything You Need to Know Run Your Home On Solar Panels Now! www.Thegreenearihpower. com Trader Makes $17 Million California Trader Makes $17.4 Million in a Single Year! Find Out How www.Virtualir~vestingClub.com ,Need Investment Advice? Keep It Simple Guide To Investing" - Get A Free Copy. www.USUne.com Report: Earning $ At Home I Make $108/hour online. As Seen on NBC CBS & FOX News. www.EarnCashPrograms.com Take Our Fre-gOnline_Seminars. Charles~chwa6 http://bigcharts.marketwatch.com/historical/default.asn?detect=l &svmbol= RA]7Rrc1~cP riat (1R/~amo Historical Quotes: Charting Tools for Looking Up a Security's Exact Clo ' _ sing Pnce BigC... Page 1 of 2 ~~ , ~ s ~~~+ ~nrn t ~9~+tru•~rdt- ;~---t •~r ~.._ , y .~ ~.~~. _ ... tndr~stri®~r . ~'laf~lr+ets ~iorfca! t~uvt~s B~~iRepert* .. . .. .w,.. ~ ad~rancad Teals This Historical Quotes tool allows you to look up a security's exact closin r ~~~~ ...~.. ~« Simply type in the symbol and a historical date to view a quote and mini chart for that security. Enter Symbol: S~ppj -~.`._....'°".~ _~_~~,_..,~..~__ Enter Date: 10/02/08 Spectrum Pharmaceuticals Inc Thursday, October 02, 2008 Closing Price: (J~en: High: Low: Volume: 1.3$ 1.40 1.50 1.34 265,700 Go To Charting [ No Splits 2-Month Daily Chart of Spectrum Pharmaceuticals Inc Sponsored Links Foreign Exchange Trading Free $50,000 Practice Account With Real-Time Charts, News & Research. www.Forex.com "Breaking News Home Jobs" Uncovered: Can You Really Make More Than $250-980 a Week From Home? (~nlineGazetteNews.com How To Invest In Stocks Get A Free Investment Guide-"Keep It Simple Guide To Investing" www. 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(ht h.1 .rc t }t- lw_ ' i pn~e ~ of-S 181118157 Page: 1 Document Name: untitled DDHIST Demand Deposit Display History 6017 10/06/08 Acct 0181118157 Request ALLTRANS Alpha key LOTZ.JS.01 Last stmt 09/12/08 S --Date-- ----Description----- -Serial Nbr- -Reference- ------Amount------ 09/19/08 CHK CARD PUR 605376 89900000000 (47.17) TOM S 20 TOM 5 20 ENOLA PA 09/19/08 DAILY BALANCE 2,420.61 09/30/08 PA TREASURY DEPT 00077900000 246.72 ANNUITANT 080930 189185058030928 09/30/08 CHECK 143 06354402970 (100.00) 09/30/08 .DAILY BALANCE 2,567.33 10/03/08 US TREASURY 303 00077900000 1,005.00 SOC SEC 100308 189185058A SSA 10/03/08 DAILY BALANCE 3,572.33 DDDHISTREQ DDDHISTBAL _ DDDMAIN _ DDDACCT _ DDDINT Last page _ of information. _ GN20000I02 CONIlKAND =_ _ > F2=Retrieve F3=Exit F4=CRFwindow F7=Backward Date: 10/7/2008 Time: 3:21:31 PM PROPERTY MANAGEMENT, INC. 1300 Market Street P.O. Box 622 Lemoyne, PA 17043 David E. Dyson, Senior Vice Presldent/Controller, Phone: 71T-T30-4169 X116/ Fax: 717-730-4140 / email: ddyson@rentpmt.com October 16, 2008 Joseph Lotz ` 1001 Rupley Road, Apt. #101 Camp Hill PA 17011 Re: Unit # 31103 Apt. 103 231 Francis Cadden Parkway Harrisburg, PA 17111 __ Financial Statement Recap September, 2008 Account Balance -Beginning of Month Net Cash Flow - Sep-08 (Detail of Cash Flow is Shown on Attached Statement) Account Balance -End of Month Owner Requested Reserves 166.07 188.31 354.38 Security Deposits - Real Est. Res. Deposits (9/2008-8/2009 @ - per Month) - Adjustment for 2009 R/E Taxes Paid in 3/2009 - Vacancy, Major Purchases, Repairs & Prepaid Rent - Total Reserve Amount - Ending Cash Balance Less Reserve 354.38 Amount Available for Distribution 354.38 Specific Monthly Distribution Requested by Owner - Amount Available for Distribution to Owner LOTJOS 31103 354.38 .Requested Contribution from Owner to your account at PMI - Cash Fiow ("Cash) Joseph Lotz (31103) For the Period Sep 2Q08 RENT COLLECTIONS OPERATING EXPENSES Association Fees Administrative Management Fee Repairs & Maintenance Miscellaneous Taxes TOTAL OPERATING EXPENSES NET INCOME ADJUSTMENTS Distribution to/from Owner TOTAL ADJUSTMENTS CASH FLOW 635.00 5, 715.00 231.26 2,081.34 3.09 33.10 46.27 414.87 0.00 273.24 0.00 4.28 280.62 2,806.83 354.38 2,908.17 -166.07 -166.07 -2,912.82 -2,912.82 188.31 -4.65 October 27, 2008 Page 1 of Z V~l~ild~' Vanguard Prime Money Market Fund 800-662-2739 - Client Services DYAN L YINGST EX (S00) 662-6273 - Tele-Account EST JOSEPH S LOTZ ESTATE • ~~ Fund number: 30 801 PHEASANT RD ~ ~ c' Account number: 88030184073 HARRISBURG PA 17112 ~ ~ N 0 ACCOUNT VALUE On 10/27/2008 $ 0.00 Trade date Transaction Dollar amount Share price Shares transacted Total shares owned Beginning balance .000 10/27 Transfer from 9y00704494 $ 1,017.08 ~ ~- ~ - ~ $~ 1-.00-- - - 1,017.080 1,Ot 7.080 - 10/27 Dividend from 9900704494 1.91 1.00. 1.910 1,018.990 10/27 Sell electronic bank transfer -1,018.99 1.00 -1,018.990 .000 WE ARE PLEASED TO CONFIRM YOUR NEW VANGUARD ACCOUNT AND LOOK FORWARD TO SERVING YOU. FUND/ACCOUNT NO. VANC3UARD PRIME MONEY MARKET FUND ~ 0030/88030184073 • Do not alter or photocopy this Invest-By-Mad slip. DYAN LYINGSTEx • Visit www.vanguard.com or call to change your address. EST.IOSEPH S LOTZ ESTATE .w.~~,N s^~^^^~^^^.^^ a ^,^^^,^^^.^^ s ^,^^^.^^^.^^ Totalamount $ ^~^^^~^^^.^^ Make checks payable to: The Vanguard Group - 0030 THE VANGUARD GROUP PO BOX 13750 PHILADELPHIA PA 19101-9897 00301 680301840]3 3p9 i0 z ze II~IIIhIIIN1111~111111116iIItl9111YIBIII111111111111Nllllll .- USED VEHICLE ~~`~~~~Il?J- CONSIGNMENT AND SALES AGREEMENT .: I (we) the undersigned, hereby consign for a period,of C~ days from iNtn~ L~ to "~' , my (our) Year~~ Make 1~~1~ ti~ Model ~ l/1/V BAY Style, cs~gie~e (dealership) VIl~t#- with nulPS on it. With the DIN# The~asking price for ~ used vehicle listed above is $ accept $ ~ ~ Dollars net payment to me (us). Dollars, but ~ (we) will I (we) further agree that the consignee may, upon sale, pay off any existing liens or encumbrances agat said~vehicle and deduct the same from the net. price, paying to me (us) the balance remaining, whereupon I (we) agree to release and deliver to the consignee all certificates of title and ownership, and execute to same a bill of sale, showing said vehicle free and clear of all encumbrances. I (V~e) further authorize the following work to be performed on the above vehicle arnounting to $ Dollars. If the vehicle is not sold during the stated period consignor(s) agree to pay, to the consignee, the stated amount for the repairs, before this vehicle is returned to the consignor(s). I (We) understand that if, after the end of file consignment period and return of the vehicle, I (we) sell the vehicle to a customer who first looked at the vehicle at consignee's lot, that I (we) shall pay a commission to consignee of 10 percent of the price received. It is further agreed the consignee, its agents or assigns are not responsible for loss or darmagt ro the above 'vehicle or its contents by fire, theft, accident, or any other cause, and thai I (~e~ beep the, insurance policy on this vehicle in force until such time as the vehicle is sold_ I warrant that I have title to the vehicle or that the title is held by the below listed lie=thta~r ~ there are no other interests, liens or claims against the vehicle which are not listed bed. s ~ ~j r~~ Phone # 'Fame of Lienholder Amount Agreed ah this day of 20 Consignor(s) At Address pity ~ ~~ This vehicle has has not been in any major accidents to my knawlr~e, aid die tit~+c r `~ ~~~ '. .~ g . .~ ~ ' • 4.. ~ ~ ~ c. ~ d . ,,,~. ' ~ Q o . ,~ ,a ' [~- . fi' ~. d 0 0. („~. ~~ ~ Z C. ~- . ~ Asa, . • E J, ^ ~ ' C~- ~ ~ T , ~ . O _ Y~a~ ~ ~ :O c7.~. V ~ = v ~•~ ~ rM ~3m2 V~ O' Cl~ a. ~~ r- ~„~ . N ~ 7 u~i ~ 'r Z r M _ ,~ m d ~, z~~ ~ = O , ~ S D v_, p- . ~ ~ p. 1 . d ^ .. 0 w~ w :a ~o 3 '^ 0 w z~~ O N Q ~ --r k 4 O~ ~r O CD ~ E.. Q~ ~ Q Q .O O~ 0. a..~ o. w ~ o~ ~ z s z L O '~ C L O O N ~O O w ~ ~ 6 t .C Z U u 'o e TROY ® CHECK PAPERS =~ , ~~ STATEMENT OF ACCOUNTS IDS4169S78 M 0 b!} •• a ~ ~ m ~ r ~ . ~ ~ 0 m o z r. ~ o N O W M _ °' V p ~ C7 _ C O Q .a C N ~ _ r ~ iT V O ~ O ~ ~ J 0 ~ ~ ~ .o ~ ~ V a~ ~ ~ ~ ~ W o ~ _ ~ ~ ~ ~~ O o g .~ ~¢ ~¢ ~ O~ V ~~ }a J J ~ °~ J ~'J ~~ O SWO ~ = co ~. ~ ° O d U m GO a .~ m m U a i 0 t c a t F n t E t C c c r u r c C f c t t a C v a 'i R T .~ 4 1 c a m ~~ ~~ ~; N ` ~< < ~? ~~ o •: c a ~~ LISTENING. I~~~III~~~III~~~~~~Ii~~~llll~~~l JOSEPH S LOTZ OR SHIRLEY A LOTZ 1001 RUPLEY RD ~~101 CAMP HILL PA 17011 1VJ/ VVGL 1~FJG7 J, STATEMENT OF ACCOUNTS 3621-94057 X STATEMENT PERIOD FROM THROUGH 9-26-08 10-26-08 0 PAGE 1 OF 2 3 ENCLOSURES 0 FULTON CLASSIC CHECKING ~ ~~ - ~ ACCOUNT: 3621-94057 STATEMENT BALANCE CREDITSS/ 1 DEBITS/ 6 SERVICE ENDING 3,685.98 .11 1,336.79 FEpp BALANCE 2,349.30 INTEREST PAID THIS YEAR ACCOUNT/I~T0E3EST INFORMATION DATE ACTIVITY DESCRIPTION REFERENCE DCREDITS/ DEBITS/ BALANCE 09-26 BEGINNING BALANCE 09-26 VERIZON PAYMENTREC 00077900000 58 80 3,685.98 URRING 7177378415100 . 09-26 10-03 CHECK 1242 . PPL EU ELEC SVC 01646504870 00077900000 1,011.15, 2,616.03 "`~ 0717629019WS 45.59 10 14 CHECK 7 143.9 2,570.44.. _ 10 23 1244 UGI UTILITIES 014 5205940 00077900000 53.29 24 03 2,373.22 UGI BILL OCT 23 . 219-582-9200-11 10-24 INTEREST CREDIT 11 2,349.19 10-26 ENDING BALANCE . 2,349.30 2,349.30 CHECK SUMMARY * INDICATES SKIP IN CHECK NUMBERS CHECK NO 1242 AMOUNT 1 011 15 CHECK NO AMOUNT 1243 ~ , . 143.93 1244 53.29 TOTAL NUMBER OF CHECKS 3 TOTAL AMOUNT OF CHECKS 1,208.37 *** ANNUAL PERCENTAGE ANNUAL PERCENTAGE YIELD EARNED DIS YIELD EARNED CLOSURE FROM 9-26-08 THROUGH 10-26-08 *** AVERAGE DAILY COLLECTED BALANCE INTEREST EARNED .05x 2,494.93 .11 SERVICE FEE BALANCE INFORMATION FROM 9-26-08 THROUGH 10-26-08 AVERAGE LEDGER BALANCE 2 494 93 AVERAGE MINIMUM LEDGER BALANCE , . 2,349.19 COLLECTED BALANCE MINIMUM COLLECTED BALANCE 2,494.93 2,349.19 DIRECT FULTON BANK DIRECT BANKING CENTER INQUIRIES T0: PO BOX 504 _ Member F.D.I.C. TELErHONE: 717-581-3000 OR 1-800~FULTON fultonbank.com -- ant u~~rsi ~,•v'rslv~v°~ r~a~l .:. . ~E ~!:.t.'.'s` ,+~_.... '}ill4i.. r~iiLe4iriCi?t:=ti 6!i ~1~?Q`l.~tlHL'K i},~4 S~jd~: i~'00986 iii' x:06 3 i0 ? 5 L 3~:200000 2 2 5 2 L84~i' ESTATE OF JOSEPH S. LOTZ 2108-1000 SCHEDULE G Joseph S Lotz 1001 Rupley Rd Apt 101 Camp Hill, PA 17011-9008 ~' '~.... Page > 2 of 2 ,,,. ~~~[~~ Sin ~ - f ((~~ } V... ~ ~~#~r!' ~ u •~tk~~F~~~7 `" r3sb'F~ . 1i~T~0~ ': ~ i,. ~'n*:133~~~t~i ~r ~L~~.P.kS:;i Client Services: 800-662-2739 Total report value: _ _ $69,600.04 (Total report value includes any accrued dividends.) C ~(~rs, "t ::#~i _, . r r .w~ "Rggj'G"4"~°m, ~ ~~i '7.!7~F R~ ~ •.Pk. ^f. (~, ~y~a. h, ~~~ ~Y, ~~ ~ 1. y}}",,~ . e ~~tn rvt~~ . ,y a r , ~•` .`> ,~ 'i' r ~~'{~;~ ° , 3ry't,r~°' x.':s- ; t~ ; i ~ h y, i~ ~ y"}' r' +.:, e~w.~~r~.iw ~#.., '4f • ~ - "'S,, ~`- ~~ •~~'9 ~F ~',t ~ ~;` ri'Y 'x .ki'• 1 '~~~~, y~, •T~ . ~si~a iC`. .'~~ 'J1~.~;. ~ ~ -.t, .n r~ ~> t . §r. t ; + ..a ,,..n, ~f.'1..,~ ~~ ~i ~, .o- 9a e.r~ S 4 :; S~ '€ k b ? ~+ ~1 ,, .. ,, ti 14~ „ -~~ E',i~ :, ~ k1F>~~ ) y x~TiYrlw. {.b a 6,.)9`k I.:•<r~t`.`=~f, F~IC~ . .. .. .h , , . Narrie Fund'~& . ,.. , ,; Account ~ba to I~nce Ter , ' .: .Accrued • .: .: • ~ ;: Numb,~r , . ,Opened -Shares ~ ', Share Valus" ~bividends Dividend Growth Fund 0057-09900704494 05/23/1996 0.000 $12.99 ; $0.00 - .. REIT Index Fund lnv 0`123 '0990p704494. 06/11/1998 ~~' ~;`0 000 ~ • $T8.44 `. ~ ~ ~~$0.00 ~ - Value Index Fund Inv 0006-09900704494 06/27/2007 ~ 502.986 $19.79 $9,954.09 - Energy, F~fnd Inyestor:~ '°; 0051 099007,Q4~94y 06/~T/20d7 ~4' ,360 587 -:, ° $57 ~3 ,; $20,636 39 ;,., ,.~: Small-Cap Index Fund Inv 0048-09919617268 02/13/2001 1,077.900 $26.61 $28,682.92 - °, - F ' ,`, , ` ,Totals , ~ ~ , $59,273 40 $0 00 '~ Doesn't in •. ~ ~ _~ _ _ _.___ ~ ~. ^ ~ _ '.~~._._...._~..._..._:~.... ''~~ ~' ' ~_ ~ "~ _..j~~__._ ____._ '' ' __ ___.._- ___..... . elude accrued dwidends. 0743045435 11 /03/2008 20:43:25 ESTATE OF JOSEPH S. LOTZ 2108-1000 SCHEDULE H October 08, 2008 Page 1 of 2 7412 - Neill Funeral Home, Inc. 3501 Derry Street Harrisburg, PA 171111817 (717) 564-2633 ~~ Statement Date: October 08, 2008 ~ Dyan Yingst Account Number: 741200200370 802 Pheasant Rd. Director Name: Daniel C Huff Jr. Harrisburg, PA 17112 The following is a detailed bill for the professional services and/or merchandise arranged for: Joseph S. Lotz Date of Service: October 06, 2008 Funeral Dir & Staff Srvc Basic Professional Service Fee Total Funeral Dir & Staff Srvc Care & Prep of Remains Dressing and Casketing of Deceased Embalming Total Care & Prep of Remains Fadlities & Related Srvc Religious Facility Funeral Ceremony Visitation Total Facilities & Related Srvc Transportation Fuel Surcharge Funeral Vehicle/Hearse Service Vehicle Transferring Remains to Funeral Home Total Transportation Other Goods & Srvc Cemetery Equipment Rental Fee Memorial Booklet Prayer Cards Total Other Goods & Srvc $2,480.00 $2,480.00 $395.00 $795.00 $1,190.00 $495.00 $495.00 $990.00 $50.00 $395.00 $395.00 $495.00 $1,335.00 $148.40 $25.00 $60.00 $233.40 October 08, 2008 Page 2 of 2 7412 -Neill Funeral Home, Inc. 3501 Derry Street Harrisburg, PA 171111817 (717) 584-2633 Statement Date: October 08, 2008 Dyan Yingst Account Number: 741200200370 802 Pheasant Rd. Director Name: Daniel C Huff Jr. Harrisburg, PA 17112 The following is a detailed bill for the professional services and/or merchandise arranged for: Joseph S. Lotz Date of Service: October 06, 2008 Merchandise RevereSilver 20 Ga Steel Cskt -Half Couch $1,095.00 The Eagle Sentinel Vault $1,295.00 Total Merchandise $2,390.00 Cash Advance Cemetery $900.00 Certified Copies $90.00 Clergy /Religious Facility $125.00 Musicians or Singers $175.00 Newspaper Notice $627.26 Total Cash Advance $1,917.26 Total Service, Merchandise and Cash Advance Charges $10,535.66 Cash Reoelved $0.00 Unpaid Balance Due $10,535.66 Form FTFR !A.f~~etitl~ ~~ c•u:~+~:c:~5 ff you do a post envelope V.S. POStdI S@NifL'8 U811Yi6ry ~~tt~ ~~~auvu ^.o r`- P~tape and Delivery Corrflrmation fees must be paid ~.~' ~ ArtioN Sent Tar [~ be d b!1 maHerj ....~ ' r~ ~ir..M,ear.red .... LOWER PAXTON BRANCH ~ HARRISBURG, Pennsylvania ~ ti 171124002 _...__._ .... ~ "' r'"`'.._ POSTAL CUSTON[E 4134870110 -0095 0 +:; ~~~• = • • ~ ~~ 10/25/2008 (800) 275-8777 11:33:02 AM c ~ ~` ~ ~ - ~. ~. p this f908ip~. For -rds o ~Q Postmark' .. -~ , : 'Ac"cesS htb9met web st Sa 1 es Receipt vatic $ o ~ `~ Here ~ . ~„~w~vwta~QOrn ° Product Sal a Unit F1 na i ~ ~ - r =- ~ ~° - - orsta~ 1-800.222-181' Description Qty Price Price a ~ ~ ~ ~ ~~~ ~~~- ~~ ~-~ •~ c ,, off'! WAYNE PA 19087 Zone-2 $4.80 '~ ~~ . a~~:~~~~,_- Frlorlty i~1e11'~S~ Pr1 on ty Mai 1 F1 at Rate °m `9~'~i ~ ~ ~ 1 EnV o k.S~(.:iY~~~;,,;i•'•. nPYCk9f~SANDS 4.00 02. --~ Delivery Confirmation $0.65 Label #: 03081400000228476627 =-==_=== Issue PVI: $5.45 Total: $5.45 Paid by: Cash $20.00 Change Due: -X14.55 Order stamps at USPS.com/shop or call 1-800-Stamp24. Go to USPS.com/clicknship to print shipping labels with postage. For other information call 1-800-ASK-LISPS. Billie: 1000504127100 Clerk: 05 All sales final an stamps and postage. Refunds for guaranteed services only. Thank you for your business. ~r~r~rx~rx~rx*~~~~~~~~x~~~~~~~r~~t~r~rr*x~~~~r~~r~rr *~r~r~x~r~c~~c~~c~c~r~~r~r~rx~c~r~r~~r~r~c~c~c~cxrc~r~~c~r~~c~r~cx~ HELP US SERVE YOU BETTER Go to: http://gx.gatlup.cam/pos TELL US ABOUT YOUR RECENT POSTAL EXPERIENCE YOUR OPINION COUNTS ~~~r~~~~~~~~~~~~~~~~r~~x~r~~~e~~~~~~~*~~~~r~ Customer Copy o~ ~,,~~s ~3~ ~S C~ ~ ~:~ ; - r ~ .. . tir ~~! ,~' ` ;m ~ ~ . . e a ~ ~b .~ _ . ,o .~ f1~} . :; ~~ °v ~~ ~~ I l iT t rv j cD t~ O ` ~ u~t ` .. J z O ~ ~ a . ~ ~~.~ ; ~ aWC: ~ ~:. ~ O ~+- r+., ~- ~ •~ ~ ~ .. .. N r.1 f\ r. ,• m W Z ~ : C~ '~ ~ ~, . ~ ~ ~ CW ~ .' : ,.~ Z rr a. 7" ~'~ „ . f~ ~ a .° . z gi .~~ ~ ~'°'~~ .a ~ d~'ob... ~ ; ,~~. ~~ -. ~ ._' o ~.~~ RECEIPT FOR PAYMENT GLENDA FARMER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 LOTZ JOSEPH S Receipt Date: 6/22/2009 Receipt Time: 11:29:03 Receipt No.: 1057222 Estate File No.: 2008-01000 Paid By Remarks: DYAN YINGST WZ ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name INVENTORY 15.00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check## 123 $15.00 Total Received......... $15.00 IKVENTORY REGISTER OF WILLS OF CLJMBERLAN~ COUN rye PENNSYLVANIA, COMMONWEAt,TH OF PENNSYLVANIA 1 COUNTY OF f SS File Number ~ / ~ ~/~ ! ~~'~-/~ Personal Representative(s) of the Estate of Joseph S. Lotz deceased, depose(s) and say(s) that the items appearing in the followin invento and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, atcthe E -aluation laced al ~~~ wherever situate inventory represents its fair value as of the date of the decedent's death, and that Dec, xient owned no real estate ~itern of said Commonwealth of Pennsylvania except that which appears in a me random at the end of this inventory, tside cif the I verify that the statements made in this Inver- ~ tory are true and correct I understand that false state- ..__ ..... ~ ~ ~ rv meets herein are made subject to the penalties of ~ ~ ~C,. l8 Ph.C.S. § 4904 relating to unsworn falsification to '`~ ~ ~~° authbrities.~ ~" ~~"' ~~' Attorney -- (Name) ~= ~ ~ ~ n~` `~ ~7 r ~ ~.. ~..: ~., S eme Co ~` ~ -"~ ~~: C, ,~ ..-_., _;. , (Telephone) ~` r~ -~-•j -- . ___.. .. :.~ DATE QF DEATH LAST RESIDENCE '• .. October 2, 2008 l 001 Rupley Road, Camp Hilt, FA l 7011 DECEDENT'S Soc. S . NO. _ 189-18-5058 FIGURES MUST BE TOTALED Condo -231 Francis Cadden Parkway, Apartment 103, Harrisburg, Banc of America Im-estments Vanguard Small Cap Growth Fund '~' Vanguard Prime Money Market N°" Ameritrade Investment Account 2005 Buick LeSabre Sedan Households Goods and Furniture Sovereign Bank Checking Sovereign Bank Savings PNC 43,000.00 ~' 3, ~: ~~~. o ~ 3,385.00 ------- .13019.00 ~3 ],670.00 8,000.00 1,500.00 2,567.00 o~{ ~ (~ ~ -~e:ee 6,494.OQ 108,629.00 . . _ _ _ _. ., .. - . ~; ;~ ~ ~~ representative include the value of each l')~VhT`At of Tai ~tl?.~ ~.,~ ~s ~ ... RECEIPT FOR PAYMENT ------------------- ------------------- ~ GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 LOTZ JOSEPH S Estate File No.: 2008-01000 Paid By Remarks: DYAN L YINGST JN Receipt Distribution Receipt Date: 10/07/2008 Receipt Time: 14:17:30 Receipt No.: 1054272 Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 60.00 CUMBERLAND COUNTY GENERAL FUN WILL 15.00 CUMBERLAND COUNTY GENERAL FUN AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 40.00 CUMBERLAND COUNTY GENERAL FUN JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D --- Check# 5701 ------------- $130.00 Total Received......... $130.00 RECEIPT FOR PAYMENT GLENDA FARMER STRASBAUGH Cumberland County - Register Of Wills One Courthouse S are Carlisle, PA 17813 LOTZ JOSEPH S Estate File No.: 2008-01000 Paid By Remarks: DYAN YINGST JN Receipt Date: 3/17/2009 Receipt Time: 10:54:23 Receipt No.: 1056105 --------'------- Receipt Distribution ------______ _________ Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE --__--_--20_00- CUMBERLAND COUNTY GENE Cash - RAL FUN Total Received. 20.00 •••••°•• 20.00 Invoice 1/11/2010 FROM: H&R BLOCK PREMIUM 4811 JONESTOWN RD, SUITE 125 HARRISBURG, PA 17109 BILL TO: ESTATE OF JOSEPH S. LOTZ, DYAN YINGST EXECUTRIX 801 PHEASANT ROAD HARRISBURG, PA 17112 Statement of Charges Tax return preparation fee 1,000.00 TOTAL 1.000.00 Form/Schedule RICHARD S. SIlVIPSON II CPA 426 S 3RD ST STE 104 LEMOYNE, PA 17043-2000 (717) 774-6040 RSimp8932@aol.com September 23, 2009 Joseph S Lotz, Deceased C/O Dyan Yingst, Executrix 1001 Rupley Road, Apt 101 Camp Hill, PA 17011 Statement of Charges for Services Rendered: Taz Preparation Fees: 2007 amended Federal Return ~ 40.00 Total fee $ 40.00 RICHARD S. SIlVIPSON II CPA 426 S 3RD ST STE 104 LEMOYNE, PA 17043-2000 (717) 774-6040 RSimp8932@aol.com July 13, 2009 Joseph S. Lotz, Deceased C/O Dyan Yingst, Executrix 1001 Rupley Road, Apt. 101 Camp Hill, PA 17011 Statement of Charges for Services Rendered: Taz Preparation Fees: 2008 Federal Return, PA Tax Return, & Extension $ 200.00 Total fee $ 200.00 RICHARD S. SIlVVIPSON II CERTIFIED PUBLICACCOUNTANT Member: PICPA & PSPA July 7, 2009 Estate of Joseph Lotz C/O Bridget M Whitley, Esquire 17 S Second Street, 6t~ Floor Harrisburg, PA 17101 FOR PROFESSIONAL SERVICES RENDERED: Invoice No: 07072009 Copies of 2005, 2006, 2007, & DRAFT 2008 Federal Income Tax Returns 4 @ $15 PAY TO THE ORDER Og_ 60-7269/2313 ~ 3 3 ESTATE OF JOSEPH` LOTZ o~a11v533 DATE ~ ~ Q~ r - ~. ~ ~ ~ r `~r~ '' DOLLARS ~` u:"~°~~`~~ ........ J....... r° -vereign Bank - __ __. MEMO - - - -- -- - - i:23~3?269L~: 0L8~L1753 0L33 Please make checks payable to: Richard S Simpson II CPA $ 60.00 $ .00 DUE ~ 60.00 Office: 426 South Third Street, Suite 104, Lemoyne, PA 17043 . Tel: 717-774-6040 Fax: 717-774-5075 E-Mail Address: RSimp8932@aol.com Tlr pelon Ibrald• X010 ~atl Oriw.llrrWrry, FM 17114 • see~aero East Shore Fax (717) 545-9540 (717) 657-3523 Office & Plant - (PO Box fi310j 101 Lincoln Street (717 545.8762 Harrisburg, PA 17112 STATE OF PENNSYLVANIA COUNTY OF DAUPHIN Before me, the subscriber, a Notary Public in and for the said County, personally came T<.isa M. Carnes who, being duly sworn, doth depose and say that she is S~LT~K of THE PAXTON HERALD, a newspaper of general circulation published in Harrisburg, Pennsylvania; That THE PAXTON HERALD was established on the 28th day of June, 1960, and has been published continuously since that date; That the advertisement, of which a copy is attached hereto, was published in the advertising columns of THE PAXTON HERALD in all respects as ordered in the issue(s) of )+~~] I~~a-~~/_~~• Affiant further deposes that she is not interested in the sub~~ct matter of the aforesaid notice or advertisement, and that the allegations in the foregoing statement as to the time, place and character of publication are true. ~- ( ature oft ffiant) Sworn and subscribed before me this day of ESTATE. N~DTICE~ NOTICE, iS ,HEREBY GIVEN that Letter$ Testamentary. have'been granted in the Es-,: tate~ of Joseph S totz, ste of ~ the Wormleysburg Borough In Cumberland County Pennsyh; vania, who died on. bctpber 2 ' 2008', to Dyan L;Yfngst, 80~,. Pheasant :Road,' Harrisburg, Pennsylvania X7'112: All ey- es- sons;Indebted,to thesal fate are ir+ed to make. pay- andose having:daims ~ merit,.. or demands to°present the same: without delay to the.Ex- ecutrbc 8s listed ~her+ein, .. 'i2-1i,12 24,12,31 NOTARIAL SEAL CARRIE JEAN SINGER, NOTARY PUBLIC LOWER PAXTON TWR, DAUPHIN COUNTY MY COMMISSION EXPIRES SEPT. 7, 2010 T E P T E R L • '• • FaX The Paxton Herald • 4810 Eed Drive, HeMeburg, PA 17112.545-8540 (717) 657-3523 East Shore Office & Plant - PO Box 6310 101 Lincoln Street (717) 545-9540 Harrisburg, PA 17112 (717) 545-8762 ACCOUNT STATEMENT/INVOICE 01/06/2009 DYAN YINGST 801 PHEASANT RD HARRISBURG PA 17112 Account No: 6835 Phone No: Tear Sheet: N Attention: DYAN RETURN TOP PORTION OF STATEMENT WITH PAYMENT Account No 6835 Ad Pg & Ad Disc Disc Cont Penalty Bill Sere Net Adjustment Bal Date Description Size Sec Cost ~ Amt Wk 1.25 Charge Cost or Payment Due Balance Forward: 20 08/12/12 CR# 115 LOTZ .00 .00 38.00 -38.00 20 08/12/17 SN: J. LOTZ 1.00 P07S1 .00 .00 .00 -38.00 20 08/12/21 SN: J. LOTZ 1.00 P06S1 .00 .00 .00 -38.00 ^' X8/12/31 8N: J. LOTZ 1.00 P0631 38.00 .00 38.00 .00 WE ACCEPT VISA - MASTERCARD - AMEX PAYMENTS -CALL THE OFFICE TODAY. PAY THIS AMOUNT .00 RETURNED CHECK FEE S20 PLEASE PUT YOUR ACCOUNT NUMBER ON YOUR CHECK WHEN PAYING YOUR BILL OR REFERRING TO YOUR ACCOUNT PLEASE USE YOUR ACCOUNT NUMBER LATE CHG: 1.25 added to Bal. Due after 30 days BILLING SERVICE CHARGE: $3.50 added to Bal. Due for each additional billing for unpaid balance Proof of Notice of Publication 3n Dauphin Cou~.ty Reporter 213 North Front Street, Harrisburg; PA 17101 Under Acts approved May 16,1929, P.L. ?784 and April 24,1931, P.L. 67, 45 P.S.1 et seq. State of Pennsylvania County of Dauphin ~' Donald Morgan, agent of the Publisher of the Dauphin County Reporter, of the County and State aforesaid, being duly sworn, deposes and says that the Dauphin County Reporter, a legal periodical published in the City of Harntsburg; County and State aforesaid, was established January 1, 1898, and designated the Legal Periodical for Dauphin County, on February 5,1919, since which date the Dauphin County Reporter has been regularly issued in said County, and that the printed notice of publication attached hereto is exactly the same as was printed and published in the regular editions and issues of the Dauphin County Reporter on the following dates, viz; DECEMBER 1 9 Sc Z6, 2008 AND JANUARY Z, 2009 Affiant further deposes that he is :the Agent of the Publisher of the Dauphin County Reporter, a Iegal Periodical of general circulation, to verify the foregoing statement under oath, and that neither the affiant nor the Dauphin County Reporter is interesfied in the subject matter of the aforesaid notice or advertisement, ant That aI1 allegations in the foregoing statements~'ti~ne, piece and character of publication are true. `"" --~ Copy of Notice of Publication Sworn to and subscnbed before e ~ ~, n DECEDENTS RSTATLS day of . i o tit I t o t~ v 2 (-t n c~ Notary Public / COMMONWEALTH OF PENNSYLVANIA Notarial Sea! joyce A. TambrJlas, Notary Public City Of Hamisburg, Dauphin County My Commission Expires Oct. 5, 2Q12 Member, Pennsylvania Association of Notaries Stat~nent of Advertising Costs: ESTATE OF J05EPH SAMUEL LOTZ For publishing the notice or publication attached hereto on the above staffed dates ......... $ ~ o - ~ ~ 5.00 Probating same ..................... ~ 75.00 Total ............................ $ ------ D B~ NOTICE IS HEREBY G1V~:IV that tcttcrs testamentary or at administratioa have beea granted in the foliawing estates. Ali persons indebted to the said esMh are required to make payment, and those haviag claims or demands to present the same without delay to the administrators or e~tecutora or their attorneys named bdo~. ESTATE OF JOSEPH SAMUEL LOTZ; late of Dauphin County, Pennsylvania (died October 2, 2008). Personal Representative: Dyan L. Yingst, SO1 Pheasant Road, Hamsburg, PA 17112-1330. d19j2 Publisher's Receipt for Advertising Costs The Dauphin County Reporter, a legal periodical, hereby acknowledges receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. ' Drivi*~g r.)irections from 801 Pheasant Rd, Harrisburg, PA to Cumberland County Courth... Page 2 of 2 ~~~ ESTATE OF JOSEPH LOTZ 60-7269/2313 n ,P-* 0181117533 ~ 2 ~ ' L'1.'T'' ' 20O i-r1'f i v i }s" t Irc;udod. n~~nas rr Aor.F s: ~,~~ Sovereign Bank° M@MO ~:23~37269~~: F. OL8L1L753 '" M~~`~t~~~S~: r- "Ile ~ ~ddr~nslrurg ~"~:. ,~' ~. ° . ~t ~13~~ I!~i~ptlu lnc.. All rights reserved. Use subject to License/Copyright Map Legend .Directions and maps are informational only. We make no warranties on the accuracy of their content, road conditions or route usability or expeditiousness. You assume all risk of use. MapQuest and its suppliers shall not be liable to you for any loss or delay resulting from your use of MapQuest. Your use of MapQuest means you agree to our Terms of Use .. ,+ ~~ a ~ 3~ ~ ~p I~aEe }~fttn•//ixn~cr~x~ mar~nnPrt ~+nm/mar~r71 ~=~Tarrirh„rrrRrl}r-U A R:1 o-Qn1 ~.D1,o~~,,,,tlAnna~.1 -~-1 7/1 ni~nnn Weht3EST Receipt Page 1 of 1 U-HAUL EQUIPMENT CONTRACT In-Town Return IN) Contract Number: 04627406 U-HAUL HARRISBURG 5621 ALLENTOWN BLVD Friday 11/28/2008 3:20 PM (811056) (717)657-2010 HARRISBURG , PA. 17112 Customer Name: Cult Ph -Email: dyan yingst 717-979-4152 801 pheasant rd . 717-545-9621 Harrisburg, PA 17112 dyanyintst~comcast.net Rental Date/Time: 11/28/2008 9:43 AM Return Date/Time: 11/28/2008 3:20 PM Chargeable Rental Periods: 1 `quipment I Out MI In MI Rate ~ MI overage Missing or Damage Rental ~ Rent l ha a 4' TRUCK 179531.0179568.0 $0.79 X -C 3981E :$29.23 afeMove a ha e: Rate ha a dual ha es 7.0 28.00 late: $0.00 $19.9. $19.95 $77.1 A67142 ~~«s..~ ~:k?~ Environmental Fee: $1.00 SubTotal: $78.18 }~"~ ~*'~ ~ ~ +~ ~~ ~ Tax: M . ~ ~ ~ ~ ~ ~ ~ ~ ~ ' ~ ~ i ~ otor Vehicle Tax: Rental Char es: $2.00 ` g ..,....~ M_ $86.43 i 'wry „ .:~~` . .,. Card Type; Account: ~ . ; ~ ~, Previous Patd: $0.00 Mastercard Auth: x~a~~70C330C16844 056242 ~ , . ~, Card Type: ~~'~'~'~ ~ ~~ f Credit Card Payment: $75.00 Account: Auth: Mastercard XXX)0000(X)pp~16844 033502 ; Credit Card Payment: $11.43 Net Paid Today: • I confirm that during the term of my rental there was not an accident involving the rented U-Haut equipment and no Incidence where thi struck or otherwise caused damage to any person or $86.43 ~.i ~` ~- . roe s equ p p rly either while on a public road or private property:wThere.was..na.lnjury.,Qr damage sustained by me or any other drivers or passengers of this equipment. .~ _......_. ipment . -- .. _. .a •; :-':e ~- .;~; ~~' +~ Y •'"'"'Z ~ i ~ L ii L :a ,~ ~~~. _ . . ez ear Customer Signature - (dyan yingst) Contract Remarks DC3981E...ef ,::; ,,s ,i; 'f ~'¢~ 't,`.} ~: ~;~7 iy}p ~i~~~,/ ri~a 7'' '~;~i •~ ti ~f :: ~~ . )~. •~`:::1 i :: Tt(:~ '~'~'':T~-i :+i ti tiq~ ~t '~i .' ? . ~..: :.~ '~ ..-r} ,' : a ~~ 'y3 ~. '}V~Ni ,a a; ~ ,y.*.i •, r: httns://webbest.uhauldealer:cnm/C , _ , ' .nntra~tPrintina/rPr.Pint acnx~ern,r~~-nri~t;r,e nhiPrteRr > > /~A/~nnQ ,; `~ +~ Statement Period' 09/08/09 TO 10/07/09 f~STAT@ OF JOSEPH LOTZ :.,..:..,, ~u ~~a 12 7 .. ~. - . • OaT.~~ rarTOTIIi. - I: o~ou o r ~ $ 3?J ~ ~ J ~ j j~(p~ ... ~~~~~.~~if Ott 4.' a .. ~ ~ ~Soverelgn BAlla ~ _ .:' - •. I ~~ L/4104 ~' ~ ~ °' . _ _ - l~y. M iS23i37269UC Oi81.1~,4533w i~Qi 27,,x,0 0033TS44,~' ' 181117533 -:# 127 09/1C1l09 $3,375.44 ESTAT@ Of JOS@PH LOT2 oum~an q12 9 C -A'ITO TIN . OIIYaA W i ~ c?~D °ifae 71 ~ , ~ J ~ ~ . I T . ~ . ~ i9over ignBanl~ ~. Ilon .gyp 7 0 4 Z~CIflC4r0 ~ ~ ~/ ~:231372691~: ~- M 0181ii'~533r~0i2q . __ ; , ~ 18.1.117533 # 129 10J01/49 ~ $240.pQ; ;;x r~ ~, ~ ~ .~ c .......... .. . _... -~ ~, ~s+I ~ :T .,C t ~ ~~„ .,~ ~ j., ~;~ ~T a 'SS' ~-~, . . i , . ~ ..r ~ .+ /+r y ~ .::-. a 4 . ~ ~ t"' ~, _+ `y'4 L'S r . :fie ..~. ,. ~ .. . ` .. / ~.. c :~.. ._ i:• ~ _ ~. G: . .... ~~ ;~' . / ~ 'tea f . +i-. ~~ :.. : . , /~; _.~ ,. ~,. C~ -~- r, - . R .. . .r.,.~ ;,,,,~,.;~... - r. ~~T ~ ~. FROM: I~IVI~i~E ROBERT ENSMINGERAPPRAISERS _ - - ~ '~ ~' ~i`~J~`F`q!~.y(~~'~ /}~~j;~.,~p,~~? ^` r~''~'~ ~';y'.>is.xJi'Ji'~7~L+:if.~6~Ri~~~ f~:; 3557 FI MERTON AVENUE ~~~ HARRISBURG, PA 17109-1132 =r~ - - , ~i f% Telephone Number: 717-652-4111 Fax Number. 717-835-0638 4/2/2009 T0: ~ ~~,: Intemai Order #: 00006 Estate of Joseph Lotr Client File ~: c/o Diane Yngst 801 Pheasant Rd. Maln File # on form: Hanrisburg, PA 17112 - 000pg~ Other Flie # on form: Telephone Number: Fax Number: Federal Tax ID: 23-2482038 Alternate Number. E-Mail: Employer ID: ,t . m s y,prir dw';>x S~ ~ r a r ?^ s o r.. .x ~ .... .. f ~. - ~ A Client: Estate of Joseph Lott Property Address: 231 Francis L Cadden Pkwy, # 103 City: Harrisburg County: Dauphin State: PA Legal Description: Record Book 2306, Page 37 Zip; 17111_2216 t r .!~. .Y ,'"='u'4 '~~`...zi~ .. t u~ t ~ a t .' d ~., ~ ~ 4 ~ w r;: ~ ~ s - r -.. -- -.v .•:... ~~~ } .~ Condomin~n Appraisal Report - . _ - .` .. ~ :.",, 275.00 cttRmTel ' x ; , ,;_ , ~ 275.00 ,rc -r y ~t ti N ;:. ~~ ~'~,~,~, . ~, h; , _ ` ESTATE OF JOSEPH LOTZ so-r~ss~x~is Check#: °~e»~~~ 119 Date: Check #: pie; Check #: Date: DATE ~~~(~ PAY TO THE ~, ORDER OF +L=.11 k~~otc t:Aa.t tr Fa'. ----- -_ Sovereign Bank. - i ~/ /J - 01811i75331t' jZq~ 6MY7YO::i =~\~ / -= f === SOVe STATEMENT OF ACCOUNTS ESTATE OF JOSEPH S. LOTZ 2108-1000 SCHEDULEI Estate of Joseph Lotz c/o Dyan Yingst, Executrix 801 Pheasant Road Harrisburg, PA 17112 November 17, 2008 1 Ms. Linda Dolan .; Regional Counseling Center State Employees' Retirement System 30 North Third Street, Room 319 Harrisburg, PA 17101 RE: Estate of Joseph S. Lotz, ~, DOD 10/2/2008, Invoice # 19997 ,,.. Dear Ms. Dolan, Thank you for your assistance in closing out my father's account with the State Employees' Retirement System. As per our recent phone conversation and your follow-up letter, I am enclosing a reimbursement check of $230.7 to liquidate , the overpayment deposited to his checking account on October 31. I am also enclosing the certified death certificate as required for your records. It sounds like this will finalize the necessary paperwork for Joseph Lotz, but should you need anything else, please don't hesitate to let me know. Sincerely, ck # 1`'~ Dyan L. Yingst ,;~ ~, N See Billing Rights Summa Customer Service telepho a nU~ebveefse side r e9arding telephone calls. Send Inquiries To: CREDIT CARP SERVICES PO 80X 22 :..:::...:.:.~.:.~..;.;.;.:.:~::~:;::~:.;.,:::::;:::;:~:.;:,.;.;.::~::.~.;.. _._.:..::...•.~::•::~ ..:.:::....... 1 EAST ~ETERSB .~.:..~.:.:.~:.....~ .......:..:.:......::.............:......:...::::...::..:..........~.:..:.:::...::.:...........:.....:..... URG pA :~.::~:~:~::.:...:.::~:.:.:.;<.:.,..:.~:~ ..::.:.:.::::::~:~:::::::=:::>:~:•,...~.~.•.:.•......:.:..,....::.:.~.• ~:~:::.:...:::..:.......:.............. 17520-0 ~~~ 221 . --,-~~.~~ 09/16/08 10N9/08 REWARDS POINTS ACCUMULATED THIS BILLING pERIOD LESS: POINTS USED THIS BILLING PERIO 244 LESS : D POINTS EXPIRED THIS BILLING PERIOD 0 REWARD POINT AO `1USTMENTS NEN REWARDS POINT TOTAL 0 O 5,179 WHEN YOU ARE READY t0 USE YOUR R O EW POINTS UR REDEMPTION CENTER AT 1-800- PLEASE CALL A 03 B 956 Transactions Trans. Date Post. Date Reference Numb er Description 08/19 08/20 08/26 08/27 08/26 0 2469216KROOBZ7pp7 GIANT FOOD #269 CA 2469216KZ0080X6 8/27 09/03. 09/03 09/06 0 MP HIL D9 GIANT FOOD #269 CAMP H-L L PA 2469216KZ0080X6EK GIANT FOOD #269 CA ~ PA 7430173L700XV2E 9/07 09/10 09/10 5N MP HIL 2469216LAOOG6NHZD PAYMENT -THANK YOU L PA PEOPLE PC INT SVC 2469216LEOOW68 MFF 866-226-1015 CA TWX AOL SERVICE 09 08 800-827-6364 NY ~~ previous ... Account Summa :. Bslanoe Payment Orsdits Pu-ahaaes A ~. Other --~ .---~. + Cash Advariceg S _ ... ~ '. ~ .. s 9 elanoe Transfer : * Chttt~ge .. INANCE CHARGE 729.18 730.00 0.00 144.75 0.00 - 0.00 Amount ----_~ 61.31 55.91 10.60 730.00 - 6.94 9.99 143.93 v NOTICE: See reverse side for im orta ` V~ P nt tnforn~atlon. t 5572 Z2D 1 11 7 2 Page 1 of 2 3602 1000 0013 0002 080916 01A05572 2184 nom -- Cast V~s/t us on the web at ~_ For service at: ioo 1 RUPLEY RD APT 101 CAMP HILL Pq 1 70 1 1-9008 ACCOUNT NUMBER 0954725g009.p1.3 N®ws from Comcast Effective Cktober 1, 2008 the will decrease from monthly FCC Regulato $0.07 to $0.06, ry Fee Thank you for your prom t now accept regular and auto olio monthlY~ur convenience, we payments and direct debit. Y redit card Order WWE 24/7 in Se to qualify to receive an Exclusive Limited Edition Ric Fjaanaction f' last. Visit W~/E.com for details or call 1_800ure, while su subscribe. C4MCAST Po lies Don't miss the action! Kell "The Executioner" Y "The Ghost" Pavlik faces Bernard Atlantic Cit 's Hopkins in a light hea Y Boar~alk Hall on Sat, ~81ght battle at 9p.m.-LIVE on PPVI Order with your remote cr 18th at Hearin / g ontrol. 9 Peech impaired Call 711 DATE -- DUE TOTAL AMOUNT DUE ~oi~s~os $53.29 How to reach us: 4830 Carlisle Pike, Suite D-14 Mechanicsburg, Pa 17055 (717}540-8900 Telephone Customer Service 24 hours a day, seven days a w@ek Jlndicetes the Comcast services you subscribe to Summary o f Charges Statement Pre a Billed from i a o5i08 ce~ ~4 08 Previous Balance Pa ments received b 09/21/08 Comcast Cable Television 53.30 Taxes, Surchar es & Fees 53.30 cr 50.25 Total Du® $53.29 Detail of C n back ~-~1~. /~ ~~ r ~ ~ ~ ~ ~ ~ i ~, :~~~ I i '•'~~~'•'--' Page 3 ;..- PPL E ectric pp ;:.•,.,.~.~.,-~.,•~• aaFFii ,j,~ .,...j~,.~+ ................. ... .. s' ~ ~ rn•~•rrrr' ~~'. 4fFi.~!~C+~#k!1"X ~•~ ..,r. rrrr ~, 07 1 76-290 1 9 Utilities ' ~' ,..-r ............... Electric Totar tom • 1' tasrBrrr ~~53 Service PaymeNt Received Sep 2 -Thank Yoa! 6 s3 OSEPH S LoTZ Billing Details 1001 RUPLEY RD APT 101 Balance as of Sep 12, 2008 CAMP HILL PA 17011 $0.00 Current Charges PPL Electric Utilities Cwstomer Service Charges for -PPL ELECTRIC UTILITIES Residential Rate: RS for Aug 12 -Sep 12 827 Hausman Rd. Distribution Charge: Allentown, PA 18104-9392 Customer Charge 200 KWH at 2.85800000¢ per KWH 8 21 1-800-342-5775 (i-800-DIAL-ppL) 168 KWH at 2.59800000¢ per KWH PA Tax A 'Surcharge at 033600000% T ~ 5 72 4.36 0 06 www.pplelect:iacc.;l ransnussion har e: J68 KWH at O.~OU0000¢ r KWI3 PA T Ad 0 . Z 69 ax j Surcharge at 1000000% Transition Charge: Z00 KWH at 1.21300000¢ per KWH 0.01 168 KWH at 1.07500000¢ per KWH PA Tax Adj Surcharge at 0.31000000% G ti 2.43 1.81 0 01 enera on ChFiarge: Cappacity and Energgyy Z00 KWH at S SI900 . . 000¢ per KWH 168 KWH at 5.11400000¢ per KWH PA Tax Adj Surcharge at 031000000% 11.64 8.59 0.06 Total PPL ELECTRIC UTILITIES Charges $45.59 Account Balance $45.59 General Generation prices and charg es are set b the electric • you have chosen. The Pubrc Utility Commission regulatestlciistnbupion Information ppnces and sernices. The Federal En fransrnission prices and services. ergy Regulatory~o~ssion regulates Next meter reading PPL Electric Utilities uses about $3.19 of this bill to y state taxes. In on or about addition, about $2.68 of this bill a s the PA ~~aa. Oct l3 P Y Gross 1leceipts Tax. The Transition Charge includes an Intangible Transition Char a {ITC) and the applicable ggross receipts tax which together amount to ~3 ~7. The ITC is a per usage c~large approved by the Public Utility COmmlSSlon whic PPL Electric Utilities collects as agent for PPL Electric Utilities Transition Bond Company LLC and which that cornppany~uses to service debt incurred to recover a portion of PPL Electric Utilities' stranded costs. The gross receipts tax, which is collected for the Commonwealth of Pennsylvania, is equal to 5.9% of the ITC. Before digging~ around your home or property, you should always call the state's One Ca11 notification system to locate any underground unlit li You can do this by sirnpl~y dialing 811, which wrll connect you to the One Call system. Be safe andycall 81I before you dig. With paperless billing, you can receive and pay your PPL Electric Utilities bills online. The process is free, quick, convenient and secure. To learn more or sign up, visit www.pplelectric.corn. Dish washers use about 13 allons of hot water per load. That's less than washing dishes by hand. Aigways use full loads on the shortest cycle. When washing dishes by hand, don t let the hot water run continuously. SWATARA TOWNSHIP ~W~~ APPLICATION FOR BUSINESS PRIVILEGE LICENSE FEE TVNENTY DOLLARS ($20.00) LOTZ, JOSEPH S. TOAIL SWATARA TOwNSHiP ` BUSINESS PRMLEGE 1001 RUPLEY ROAD HH RR sB RG PA1 B1 1D APT. 101 71 T-564-2551 CAMP HILL PA 17011 T17-801-0285 FAX Date Received: Check # Receipt # L.~ .fie 1_~0. .. 46:8.~..._._~~.._ 2..~.... ~~~ D~t~~._UPO~I RE~.~~P~.O~.AP`P_~.TaS~.N Township Codification of Qrdlnances, Chapter 281, Article IV, Business Privilege, Section 261-34 Annual License, provides that any person desiring to conduct or to continue to conduct any business, within the Township of Swatara shall flla an appitcatlon for a Business Privilege License and shall pay a fee of Twenty Doilars~($20.00) for the Initial Ilcenss and shall pay a fee of Twenty Dollars (520.00) for each renewal thereof. In cases where more than one place of business is conducted, a separate license shall be Issued for each place of business. THE LICENSE ISSUED SHALL BE CONSPICUOUSLY POSTED IN THE PLACE OF BUSINESS FOR WHICH THE LICENSE IS ISSUED and shall remain in effect for the license year January 1, 2009 to December 31, 2009. NO BUSINESS SHALL BE CONDUCTED IN SWATARA TOWNSHIP WITHOUT A LICENSE Owner{s} Name: JOSEPH S. LOTZ ~~-f, Owner(s) Address:.1 RU ROAD APT. 101 C L PA 17011 Owner(s) Phone: Home Office Phone: FAX Phone: Business Phone: Cell Phone: EIN: (717) -737--8415 E-mail: Website: ... ._... _Mailing..Name{s):~ -~1~S;E~.H. S.~4.Ga~.T~ _ ~ ~ fj ~~ (.~/~ .S~ . Mailing Address:. 1 1 Y ROAD . Local Address: EAST PARK GARDEN APARTMENTS r'f 1-s V ~ ~-- / ~~/ z"''- HARRISBURG PA 17111 Business Description: RENTAL . _ ,• ... ,...l:~deohrs~~under.. ~a ,-:of; _ : u :.t~iat this-feturn is_t~aadai.'i~~: ~~~f~ci~h:an~i~~ttiat:~:a11=;ir~t'~rt .. i~, t~.... ~t. 1 .trv~ .r~~ ... Signattare _ _ Name {Please Print) ~ LiSCense Only Titl Z [~o~ Date ~ ~ NOTE: Issuance of a Business Privilege License does not relieve Hcensee's obligation to comply with all other applicable township regr~latlons. RETURN APPLICATION WITH YOUR PAYMENT. 1 .~\ i 2009 SWATARA TOWNSHIP BUSINESS PRIVILEGE LICENSE APPLICATION IS ENCLOSED. COST OF THE 2009 LICENSE IS _. __ . - ,EN1'I~ DD~:LARS "i$2Q:iT01-_ _ ---•- PLEASE CHECK THE INFORMATION PRINTED ON THE ENCLOSED APPLICATION AND MAKE ANY enniTrnnTc nu rnunFrTinnrc CASHIER'S CHECK ~~~ LISTENING. ea/~z 313 DATE_11/05/~pOR PAY ~~~rfir.~~.. ~fy`~f,•~~f !i ~~ i,'''.~ti~..~jl~~' `I' **7t 1~Q09~44**7~' n~E Fairmount Park Apts PuACwse - ~~_ ORDER OF CO - T, LE 8~ T~ ~i' i0 9 30 5 7n! ~: S t 5 ?„~ 540 11: 0090 0009 1~~' 2O ~''OOC]p 10099~.~~' ~YII~•~l~Jl~ld!~•~ ~C~,M•~19~~•NIIItY~~~N ~o i'J~J t ~ ~~t;;;=~r:,k::~:,~ "'I'1T.i.i~~ %f~l 9- :`' "~' S~~~ii cv ~G6;LSiS i~?~~'' ~C~I Q- • a `~ o i • 1 ~ 1 '~ ~ ! . 11~uJ~~~ F?1 1~: a~, 01 J Gri-~iti Lil ~°it~ia ' ,~ 1 :~a~:,~ ! ~~ i i a 0 U N w V V~ ~-*~ Billing Date: 10/01/08 Page 1 of 6 Telephone Number : 717 737-8415 Account Number: 717 737-8415100 93Y SHIRLEY A BENNETT Account Summary Pr®vlous Charges $ 58.80 Payment Received Sep 26. Thank You. - 58.80 Balanc® $ .00 New Charges Verizon (page 3) $ 23.13 Verizon Online(page 3) 36.12 Total Now Charg®s Due $ 59.25 Total Due $ 59.25 F~as Tv Get 100•/ Digital-Quality TV From Verizon FfOS ®-Only 547.99/mo IMth Verizon FiOS TV you get over 200 all-digital channels; including high-definition channels, for only $47 99/mo plus taxes and fees with a 1 year agreement. Call 1-888-382-3534. Offer ends > 1/30ro8. Subj. to avallabllify & restrlcflons. FiQS Get Verizon FfOS ®lnternet and Unlimited Calling-1 Speeds of up to 102 Mbps and unlimited calling to anywhere in the U. S. and Canada, all for only $69.99/mo plus taxes and fees with a 1-year agreement. Sign up at 1-800.671-1231. Offer ends 11/30/08. Subj, to avallablllry & restrictions. FI~S ~/ Questions about your bill? Call 1800 660_2215 See page 2 for all other Verizon contact information. For More Speed and More Capabilfty Get Verizon FiOS ® . Switch to Verizon FiOS Internet for fast download and upload speeds. Get Internet speeds of up to 102 Mbps for only $42.99/mo plus taxes and fees with a 1-year agreement. Sign up at 1-800-671-1241. Offer ends 11/30/08. Subj. to aval/ablllty & restNctions. Account: 717 737-8415 100 93Y oooi9 s6 D oooolaa799 ver<~ 33-PA P063 7177378415 20020628 100108 Become a Literacy Champion! Calt your local business Do not send payment office and sign up to donate ~1 a month to ' Verizon Reads. 00019756 O1 AV 0.324 ECP27711 0070 SHIRLEY A BENNETT BLDG 1 APT 101 1001 RUPLEY RD CAMP HILL PA 17011-9008 You are enrolled in Verizon's Direct Pay- ment Option. The total due will be deducted from your bank account on 10/27/2008. 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C7 O :. o .o 0 m O C, Ci O 89650370 ' C Opening/Ciosing Date: Payment Due Date: 08/29/08 - 09/28/08 1x18/08 CUSTOMER SERVICE HASE ~ Minimum Payment Due: $8.85 In U.S. 1-800-945-2000 Espanol 1-888-446-3308 TDD 1-800-955-8060 Pay by phone 1-800-436-7958 Outside U.S. call collect VISA ACCOUNT SUMMARY ~ Account Number: 4266 8411 60x9 8osa 1'302'594-8200 Previous Balance -$0.10 Total Credit line $13 000 ACCOUNT INQUIRIES Purchases,: Cash, Debits +$8.95 Available Credit , $12,991 P.O. Box 15298 Wilmington, DE 19850-5298 New Balance $8 85 Cash Access Line $2,600 Available for Cash ~,~ PAYMENT ADDRESS P.O. Box 15153 V~Imington, DE 19886-5153 (~ti~ ~ ~S ~~- ~~~ , ~ ~ ~ ,~„~, REWARDS SUMMARY Previous points balance 4,281 Points earned on purchases 9 New total points balance -- - .-. .- 4,290 21 points to expire on statement date in March 2009 TRANSACTIONS VISIT US AT: www,cllase.com/creditcards To redeem your points, call the number on the back of your card or log on to www.chase.cotn/creditcards Trans Date Ref®rence Number Merchant Name or Transaction Description Amount Credit Debit 09/13 24692168257000360319956 SB *INSURANCE 800-438-1771 TX $8.95 FINANCE CHARGES Finance Charge Daily Periodic Rate Corresp. Average Daily Due To Transaction Accumulated FlNANCE Category ` 31 days in cycle APR Balance Periodic Rate Fee Fin Charge CHARGES Purchases V .02668% 9.74% $0.00 $0.00 $0.00 $0.00 $0.00 Cash advances V .05682% 20.74% $0.00 $0.00 $0.00 $0.00 $0.00 Total finance charges $0.00 EfRectlve Annual Percentage Rate (APR): 0.00°~ Please see Information About Your Account section for balance computation method, grace period, and other important information The Correa ndin APR is the rate of interest~~ ou- a-~~wfien - ou oer~ a balance on an - t~ansactiori cafe o ~ ~ ~ - ~~~~ ~~ ~ ~~ - Po 9 Y P Y Y N Y 9 rY• The Effective APR represents your total finance charges -including transaction fees such as caish advance and balance transfer fees -expressed as a percentage. IMPORTANT NEWS Guard against identity theft and manage your credit information with Chase Identity Protection. Get access to 3-in-1 credit reports and scores, daily monitoring of your credit files, timely alerts and more. To purchase, call 1-800-217-0291 or visit www.chaseidprotection.com. Save on neatly everything for your home: repairs, renovation, shopping & more. Learn more at www.completehome.com/Chase, and you'll be identified as a Chase cardmember entitled to this great Trilegiant offer-which includes $20.00 Lowes Gift Card! 0000001 FIS33335 D 7 000 N Z 28 08/09/28 Paga 1 of 3 05686 MA MA 11425 27210000070431142501 X 0053 INS12B85 Statement Period 05/08/09 TO 06/07/09 ESTATE OF JOSEPH LOTZ ~~~ yu 1,ZO ..... ~sov~ereign Banlt ~ rrr__ __ _ _5L ,. ~.,,L_ ~:23~3?269i~: OLBtiii?53 Oi20C~!r72~-Y~- --- ~r - p y ~ ~6 ~~ y r~1 • ~ ~~P7 ~' ~ ' js ~' ` `~ ~? . .it~LTCK >93138IdZZ< t Rat .1't. ~f ti~ ~ia~ ii ~.. g. 1 ~~ ff~~ xo 12Z2d0©t3BD6768 +~b'~5~29iZ©©9 a~ ~~. • 181117533 # 120 06/01 /09 $23.89 page 4 of 4 / 81117533