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04-07-10 (2)
3 ' 1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA DepaRment of Revenue County Cade rear Flle Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2eosol RESIDENT DECEDENT 2 1 0 9 0 7 3 7 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 175 12 4276 07 09 2009 09 11 1923 Decedent's Last Name Suffix Decedent's First Name MI RUSSELL RICHARD V (if Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Socal Security'Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X^ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death 82 12 13 ) - - prior to 4. Limited Estate ^ ~ qa. Future Interest Canpromise ^ 5. Federal Estate Tax Return Required 7242-a2) ft f h er deat a (date o X g Decetlenl Dietl Testate ^ ^ 7, Decedent Mainlainetl a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy M Trust) (Attach Copy of W fill) 9. Litigation Proceeds Received ~ 10. ~~,~~P2 3i rs~ ^a tl^ id~ tseSM death ~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JONATHAN M . SCHMERLING (412) ~ 7 4 9 ~- - •- - '" 0 ~ Firm Name (If Applicable) ' USE~ILY REGISTER COHEN & GRIGSBY, PC I C a ~ 7 First line of address ~ ~' 625 LIBERTY AVENUE ~ 8 v Second Tine of address ~ ~ t .. )` 4 (") ~!' ' DATE FILED City or Post Offfee PITTSBURGH State ZIP Code `- PA 15222-3152 Correspondent'se-mailaddress: ~SChmerling~COhenIaW.COm Under penalties of perjury, 1 deGare that I have examined this return, including accompanying schedules alw sra[emems, ana to me oast or my snowteuye anu uaee~, 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. SIGNATlRE OF PERSON RESPONSIBLE FOR FILING RETURN "^' ~- Gary L. Russell 4 ~ (~ ICS ADDRESS c/o Cohen & y, PC - 625 Liberty Aven SIGNATURE OF SPARER O~ ER THAN REPRESENTATIVE DRE33 625 anu ,Pittsburgh, 152 - 15D560712D PA 15222-3152 Jonathan M. Schmerling 52 Side 1 15D5607120 DATE ,,. } ~ 1505607220 REV-1500 EX oeceeeM•s Name: Richard Vincent Russell Decedent's Social Security Number 175 12 4276 RECAPRULATION 205,500.00 1. Real Estate (Schedule A) .................................................................................... ...... 1. 9 2 2. 2 0 2. Stocks and Bonds (Schedule B) ................................................~........................ ...... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).... ...... 3. 4. Mortgages & Notes Receivable (Schedule D) ................................................... ....... 4. 5 , 5 1 0 . 2 7 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .......... ...... 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ....... ...... 6. 3 3 , 7 1 1 . 2 2 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ....... ...... 7. 3 5 6. 0 6 1 0 4 , 8. Total Gross Assets (total Lines 1-7) ................................................................ ....... 8. 3 4 9 x 9 9 9. 7 5 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liablllties, 8 Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. t 2• Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 52,244.39 335.01 52,579.40 297,420.35 297,420.35 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(t.2) x .00 0 . 0 0 16. Amount of Line 14 taxable 4 2 0 3 5 2 9 7 at lineal rate x .045 . , 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 18. Amount of Line t4 taxable at collateral rate X .15 0 . 0 0 19. Tax Due ................ 15. 0.00 ts. 13, 383.92 17. 0.00 te. 0.00 1s. 13, 383.92 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15056D7220 15D5607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 -09-0737 DECEDENT'S NAME Richard Vincent Russell STREET ADDRESS 8 Drexel Hills Circle CIT, STATE ZIP New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p, Interest E. Penalty 8,000.00 421.05 Total Credits (A + g + C) (1) 13,383.92 Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. g. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (2) 8,421.05 (3) (4) (5) 4,962.87 (5A) (5B) 4,962.87 Make Check Payable to: REGISTER OF WILLS, AGENT M ` PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or inwme of the properly transferred :.................................................................................. x b. retain the right to designate who shall use the property transferred or its income :.................................... x c. retain a reversionary interest; or .................................................................................................................. x d. receive the promise for life of either payments, benefits or care? .............................................................. x 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 severity at his or her death?......... ~ ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... Q ^ 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 Vansfer to a surviving spouse from tax, and the statutory requirements for disGosure 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 twentyone years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. 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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rw-1502 EX+ (11-0B) ' I SCHEDULE A REAL ESTATE COMMONWEALTH OF VENNSyLVANIA wHERRANCE TA% RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Russell, Richard Vincent 21-09-0737 All real property owned solely or as a tenant In common must M reported at fair markN value. Fair market value is defined as the price at which property would be exchanged between a wilting buyer and a wAling seller, neither being compelletl to buy or sell, both having reasonable knowletlge of the relevant facts. Real property which Is jointyowned wRh right of survivorship must be disclosed on schedule F. AttaU a copy of the settlement sheet d the propeAy has been sob. Inolutle a copy or the dead showing decedent's interest'rf owned as tenant in canmon. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real property situate 8 Drexel Hills Circle, New Cumberland, PA, 17070 -Value per 205,500.00 sale ($218,500 as sales proceeds less "seller assist" of $13,000, which served to reduce gross sales price to $205,500). This residence was in a deplorable state at the time of the decedent's death. Significant repairs were needed to bring the residence into compliance with building codes and to obtain fair market value upon sale. TOTAL (Also enter on Line 1, Recapitulation) I 205,500.00 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule A (Rev. 11-08) Rev-1503Fx+18-8.) SCHEDULE B t STOCKS 8r BONDS COMMONWFAITH OF PENNSYWANw INNE0.RANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Russell, Richard Vincent 21-09-0737 All property jofntlyowned with right of survlvorehip must be dledosW on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 057149106 24 shares Baker Michael Corporation 38.425 922.20 TOTAL (Also enter on Line 2, Recapitulation) 922.20 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-t 508 EX* (6•ac) t SCHEDULE E CASH, BANK DEPOSITS, 8t MISC. PERSONAL PROPERTY COMI,gNWEALTH OF FENNSVLVANW INMERRANCE TA%RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Russell, Richard Vincent 21-09-0737 Include the proceeds of litigation and the date [he proceeds were receivetl by the estate. All properly Jolntlyowned with the right of survWorship must ba dicclosad on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Cumberland County, Pennsylvania -Veteran's Burial Allowance 100.00 2 Discover -Refund credit balance 152.03 3 Discover -Refund credit balance predeceased spouse account 6.61 4 Health Options Program -Unused premium refund 238.00 5 Health Options Program -Benefit check 1.28 6 Patriot News -Unused subscription refund 87.00 7 West Shore Pathology -Refund services rendered 39.71 8 West Shore Pathology -Refund services rendered 29.24 9 Westfield Insurance -Benefit check 97.00 10 Haar's Auction -Proceeds sale of household goods 259.40 11 Item 11, Section A of the decedent's Will dated September 14, 1976 bequeathes "all 0.00 diamond rings" owned by the decedent to his named daughter. No such rings were owned by the decedent at the time of his death 33 years later, nor were any such rings owned by him within one year of his death. 12 Van -Proceeds from sale 4,500.00 TOTAL (Also enter on Line 5, Recapitulation) I 5,510.27 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev1909 EX+ (6.89) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Russell Richard Vincent 21-09-0737 H an aceet was made joint within one year of the decedent's date of death, It must be reported on sehedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Gary L. Russell 808 Derby Avenue Son Camp Hill, PA 17011 B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY•HELD REAL ESTATE. DATE OF DEATH ALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 611912009 M8~T Checking Account #10761306 14,083.80 100.000°/9 14,083.80 2 A 611 912 0 0 9 M&T Checking Account #73312231 19,627.42 100.000% 19,627.42 TOTAL (Also enter on Line 6, Recapitulation) I 33,711.22 (If more space is needed, additional pages Df the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rav-1510 EX+ (6-ea) ` SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Russell, Richard Vincent 21-09-0737 This schedule must be completed and filetl rf the answer to any of Questions i Through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER N INCLUDE NAME OF TRANSFEREE, THEIR RELATIONBHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Jackson Annuity #1000872314 -Payable to the 17,776.44 17,776.44 children of the decedent. See valuation letter attached. 2 Jackson Annuity #1000872330 -Payable to the 13,426.13 13,426.13 children of the decedent. See valuation letter attached. 3 Janney Montgomery Scott IRA #7052-0757 - 40,529.55 40,529.55 Payable to the children of the decedent. See valuation attached. 4 Oppenheimer IRA #002420245080 -Payable to 4,719.90 4,719.90 the children of the decedent. See valuation lette attached. 5 Wachovia IRA Certificate of Deposit 6,041.56 6,041.56 #257410093650276 -Includes accrued income to date of death. 6 Janney Montgomery Scott #5267-0988 -Payable 21,862.48 21,862.48 to the children of the decedent. See valuation attached. TOTAL (Also enter on Line 7, Recapitulation) I 104,356.06 (If more space is needed, addRional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Forrn PA-1500 Schedule G (Rev. 6-98) REV-1151 Ex+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8r ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Russell, Richard Vincent 21-09-0737 Debts of decedent must be reported on Schedule i. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached ~ 8,787.07 B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Cohen & Grigsby, PC 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 8,500.00 4. Probate Fees 85.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 34,872.32 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 52,244.39 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Russell, Richard Vincent 21-09-0737 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 BJ's -Funeral luncheon 126.35 2 Giant -Funeral luncheon 177.09 3 Olive Garden -Funeral luncheon 548.06 4 Parthemore Funeral -Funeral expense 7,664.79 5 Wine 8 Spirits -Funeral luncheon 270.78 H-A Subtotal 8,787.07 Other Administrative Costs 6 AHS -Home warranty 435.00 7 BJ's -Purchase of trash bags 27.54 8 Boones Property Maintenance -Shrub maintenance 201.40 9 Boones Property Maintenance -Removal of worthless household items and debris 1,486.58 10 Boones Property Maintenance -Tree removal 127.20 11 Carlisle Sentinel -Cost of advertising grant of letters testamentary 198.16 12 Cedar Cliff Abstract Agency -Notary fee at closing of sale of residence 10.00 13 Century 21 Piscioneri Realty Incorporated -Broker's commission 6,460.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Russell, Richard Vincent 21-09-0737 ITEM NUMBER DESCRIPTION AMOUNT 14 Century 21 Piscioneri Realty Incorporated -Service fee 225.00 15 Craig A. Diehl -Document preparation 110.00 16 Cropf Brothers -Drain repair 271.33 17 Cumberland Law Journal -Cost of advertising grant of letters testamentary 75.00 18 Deed transfer tax - 50% paid to New Cumberland BoroughlCumberland County; 2,185.00 50% paid to Pennsylvania 19 Era-Nrt Incorporated, LLC -Broker's commission 6,410.00 20 Erlich -Per statement 164.30 21 Foremost Insurance -Homeowner's insurance premium (two days) 16.00 22 Gary L. Russell -Reimburse executor for shipping, postage, and miscellaneous 149.51 items needed for residence 23 Harrisburg Movers -Remove household goods 727.02 24 Hauenstein Property Maintenance -Install new electric box 733.94 25 Hauenstein Property Maintenance -Repair light switch 102.95 26 JT's Home Repair -Painting residence 6,608.00 27 JT's Home Repair -Painting residence 500.00 28 Just Wood Floors -Repair hardwood floors 4,195.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) ' SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Russell, Richard Vincent 21-09-0737 ITEM DESCRIPTION AMOUNT NUMBER 29 Kelly Tax -Preparation of final individual return 359.75 30 Lowe's -Cost of dehumidifier for residence 304.22 31 New Cumberland Boro -Sewer and trash service 111.71 32 New Cumberland Borough -Trash service 42.60 33 New Cumberland Borough -Sewer service 58.95 34 PAWC -Water service 52.20 35 PAWL -Water service 28.72 36 PAWC -Water service 25.16 37 PAWC -Water service 18.21 38 PAWC -Water service 18.26 39 PAWC -Water service 18.50 40 PAWC -Water service 18.56 41 PPL -Electric service 127.18 42 PPL -Electric service 66.81 43 PPL -Electric service 46.27 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Russell, Richard Vincent 21-09-0737 ITEM NUMBER DESCRIPTION AMOUNT 44 PPL -Electric service 23.33 45 PPL -Electric service 23.43 46 PPL -Electric service 15.37 47 PPL -Electric service 16.18 48 Register of Wills -Balance due on grant of letters testamentary $290, cost of filing 320.00 inheritance tax return $15, cost of filing inventory $15 49 Stone Lafaver & Shekletski -Tax certification fee 10.00 50 UGI -Gas service 47.97 51 UGI -Gas service 37.93 52 UGI -Gas service 44.82 53 UGI -Gas service 43.30 54 UGI -Gas service 103.40 55 UGI -Gas service 259.36 56 UGI -Gas service 265.24 57 Zimmerman's Lawn -Lawn care including removal of leaves and snow 114.48 58 Zimmerman's Lawn -Lawn care including removal of leaves and snow 143.10 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Russell, Richard Vincent 21-09-0737 ITEM NUMBER DESCRIPTION AMOUNT 59 Zimmerman's Lawn -Lawn care including removal of leaves and snow 143.10 60 Zimmerman's Lawn -Lawn care including removal of leaves and snow 114.48 61 Zimmerman's Lawn -Lawn care including removal of leaves and snow 185.50 62 Zimmerman's Lawn -Lawn care including removal of leaves and snow 245.00 H-B7 Subtotal 34,872.32 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ )12-08) SCHEDULE i DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8t LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Russell, Richard Vincent 21-09-0737 Report tlebK Incurred by the tleeedent prior to death that remained unpaW at the date of death, Including unreimbursed medfwl expenses. Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) (If more space is needed, additional pages of the same size) REV-1513 EX~ (11 A6) • SCHEDULE J GOMMONW EALTH OF PENNSYLVANIA B E N E F I C IARI E S INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Russell, Richard Vincent 21-09-0737 NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not LictTrusteela) (Words) ($$$) I • TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Christy A. Russell Daughter Annuities, 65,927.28 2100 Altadena Drive IRAs, Transfer Altadena, CA 91001 on Death Account, 2 Gary L. Russell Son Joint Accounts, 99,638.50 808 Derby Avenue Annuities, Camp Hill, PA 17011 IRAs, Transfer on Death 3 Richard A. Russell Son Annuities, 65,927.28 6524 Dalzell Place IRAs, Transfer Pittsburgh, PA 15217 on Death Account, 4 Scott L. Russell Son Annuities, 65,927.28 110 November Drive, Apt. 4 IRAs, Transfer Pittsburgh, PA 15217 on Death Account, Total 297,420.34 Enter dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 150 0 cover sheet, as appro priate, II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OP PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I 0.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) COMMONWEALTH OF FENN51'LVANIA DEPARTMENR OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, FA 77728.0801 RECEIVED FROM: RUSSELL GARY L 808 DERBY AVENUE CAMP HILL, PA 17011 -------• InW PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 175-iz-a276 FILE NUMBER: 2109-0737 DECEDENT NAME: RUSSELL RICHARD V DATE OF PAYMENT: 09/30/2009 POSTMARK DATE: 09/30/2009 COUNTY: GUMBERLAN.D DATE OF DEATH: 07/09/2009 REV•1162 EX(11-96j N0. CD 01 1819 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 58,000.00 TOTAL AMOUNT PAID: REMARKS: CHECK#117 SEAL INITIALS: DM RECEIVED BY: $ 8, 000.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER LAST WILL AND TESTAMfiNT OF RICHARD V. RUS.$ELL I, RICHARD V. RUSSELL, of the Soxough of Hew Cumberland, County of Cumberland and Commonwealth of Pennsylvania, declare this to~ba my last will and revoke any will previously made by me: ITEH Is I devise and bequeath all of my estate, of every nature and wherever situate, to my wife, lL1RILYN A. RUSSELL, if she survives me by thirty days. ITEM Its Should my wife, MARII,YN A. RUSSELL, predecease me or die an or before the thirtieth day .following my death, I make the following dispo- sition of my estate: A. I bequeath all of my diamond tinge to my daughter, CHAISTY ANN RUSSELL, if she is 1lving on the thirty-first day fallowing my death. B: I devise my homestead real estate, known as $ Drexel Hills Circle, New Cumberland, Cumberlan8 Gouaty, Peritieylvania, to my wife's mother, RACHEL M. ALTHAN, for her life, so long~as sire desires to use such premises as a home and so long ae she pays all costs of maintenaace thereof, including taxes, assessments, insurance and ordinary repairs, said property to be insured in areasonalile amount insuring the interests of the remaindermen as well as herself. Upon the death of my said wife's mother or at such prior time as she no longer desires to use said premises as a home, the said premises shall be added to and treated as a part of the residue of my estate as provided in Paragtaph C below. C. I devise and bequeath the residue of my estate, of every nature and wherever situate, to my issue, per etirpes, living on the LAW OI FIC[[ •TOMt ~ lI~JC1, Lio meat n[cn .M [bM[LN1.ANb. ~A. I Page 1. of 3 pages thirty-first day following my death. ITEM III: I'appoint DAUPHIN DEPOSIT TRUST CDt~ANY, of Harrisburg, Pennsylvania, guardian of any property which passes under this will or other- waseto a minor and~with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of~any fiduciary in its discretion to distribute a share where possible to [he minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education,. both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education; or to make payment for these purposes, without further responsibility,. to the minor or to the manor's parent or to any person taking care of the minor. ITEM IV: I direct that all taxes that may be assessed in conse- quence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuazy estate as a part of the expense of the admin- iatration of my estate. All sash taxes on present or future interests shall be paid at such time or times as my Executrix shall think proper, regardless of whether such taxes are than due. ITEH V: I,appoint my wife, MARILYN A. RUSSELL, Executrix of this my last will. Should my wife, MARII.YN A. RUSSELL, fail to qualify or cease to act as Executrix, I appoint my daughter, CHRISTY ANN RUSSELL, and my eon, RICHARD ALLEN RIISSELL, Executors of this my last will. ITEM 4I: I direct that my Executrix or Guardians or their successors, shall nbt be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of S~p~~sSCT~ 1976,,. rroHS •swurt Richard V.. Russell c,o ~niaee nwe,a ,w cuw~cl,UN>. Iw. ,1O) Page 2 of 3 pages SIGNED, SE9LED, PUB].ISHED and DECLARED, by RICHARD V. RUSSELL, the Testator abovenamed, as and for hie Last Will and Testament, and in the presence of us; who, at his request, in his presence and in the presence of each other, have sabstribed our names as witnesses. W Add~reps s~~ ~ ~~ ,~~ ~~ ~~//(~~1 ~~~ //~j Witness Address uw Yrneu {TON! \ l~Jl{ )lY \\io0[ R\[[T :!1 GYW CGMMO. N. 1: PeEe 3 of 3 pages ,~ 48500D41D46 REV-485 EX (05-04) ' SAFE DEPOSIT . BOX INVENTORY PA Department pf Revenue PLEASE USE ORIGINAL FORM ONLY Social Security nr Death Certificate Number Date of Death g/ ~`~ CDtlnly Code Year Pile P Number ~ ~ 1~5-1a -U,~7~ ~~ o~ t ~-17b~ ~ De~c7edent's Last Name 5S~ ~ ~ f C-U Suffix First Name l2i G~1 a+~-o~ MI . ~n / © ADDRESS OF DECEDENT STREET: ~ ' `~V',r~ I + ~ (-~}~ ~~5 /I U'~ ~~ITY: /~~(~~~ STAT~~ ZIP CODE:_~ ~~ NAME AND ADDRESS OF PER50 REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX V NAME: n•~-~f}~L ~~S-~fI-~-- __ STREET A~RES ~ ~ / / l r ~-- /~Tr~r I NAME ADDRESS ANOVRELATIONSHIP (IF/ANY) T///O lllDE~~'CEDENT, OF PERSON( PREISENT AT THE BOX OPENING /~ RELATIONSHIP: [~ t , a. NAME ~ Y/ 1, i, ~ ~ rJ J ~ /v ~~ VVY _- CI V~ STATE: : STREET ADDR BS: ~~ J/Y ~^~~\ ~ !w M ~ il , ~ D / / ~ - ~Y4! l~-y/~- ~• - RELATIONSHIP: AM E b. N _ ~ ~~~ CITY: STATE: ZIP CODE: STREET ADDRESS: - RELATIONSHIP: c. NAME: CITY' STATE: ZIP CODE: STREET ADDRESS: E THE SAFE DEPOSR BOX IS LOCATED HER W INSTITUTION NAME AND ADDRESS OF FINANCIAL / Q ~ ~ NAME: /I /~ G' T~ ~(- -.,......r,~. ----.---~ p- STATE. STREET ADORE S: ~( NAME OF PERSON M~ G LAST ENTRY DATE AN TIME F LAST ENTRY L- 3 DATE- F C NT ACT TO RENT BOX NUMBER BOX 1 LE NDER I {i B IS REO TED CD/ r 1 ~ 5"D V r~ NAME AN ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. NAME: b. NAME: / J~~C p l 5 -- _ - [~ dd''~~ //~ STREET RESS: ~ l /~ ~ STREE'(•f,0 55: /J / /~~ A?r ~ GiTa": /~ 0_.f . /l .( n~ Y/!/r' ,~I~IODE: CI /ii ~jD i. ~ / S. .x. /L./. ~/B'bT/1' ~ ~~~ ;~ G. ~s~ C/ NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY // / ~~~ ~~ ~f /~ /fin Y/( "/W /~~ r / (LL WAS A WILL IN THE 80X7 ^ YE5 NO Ir ysa, e. Date of will: _ ~,~ ~ ~~/ ~^ -7 ,. 7 ~ - fl C,. b. Name and address of personal representative, iT named in the will ^~''-'T'-~ ~-7~-Jam----~ V ~f NAME. STREET ADDRESS: CITY: c. Name and address of attorney, If any NAME'. STREET ADDRESS: CITY 48500D41D46 STATE: ZIP CODE: STATE: ZIP CODE. 48500D41046 Page f of~._ ce~~ nFP[~SIT ROX INVENTORY KtV-4l1' CA vi ~ ~ ~ -' - - INSTRUCTIONS (~) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name in which stock is registered, and nUtTlbt?r D( gh2fgS 2fld CI2SS Of SOCK. date of ceriifcate tificate number f , , company, cer name o (3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered and type of ownership. i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) 1 (5) Bank and Savings and Loan Passbooks: State name of depositor. number of book, last date appearing in book, name of bank and branch, antl balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: Lisi and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. (9) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ITEM NO. ~ ITEM DESCRIPTION ._. _.T~_-..... _ __.. ^ ~ ~ _.. ~, t. , - ~T - _ .- ~~1~y -- ~ ~~' ~` __ J,~ r -t~-~- 1 _- _.._ I CERTIF UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS T ST OF MY KNOWLEDGE ANO BELIEF. PERSON RECEIVING COPY OF SAFE DEPOSIT BOX INVENTORY: CORRE AND COMPLETE TO SIGNAT ' ~~` ~- SIGNATURE ~- ~1ct2al-}o r PRI A PRINT NAME AND CHECK APPROPRIATE RO% aCLOW: ----- - ~ GhtZY QvS~Et-L _.. _. ' . - P ~T TAI T~ILE~~~~/ij /,// ~ ,( ~~J~~(/,/~~ DATE ~ ~/ 4""~ ~- }Gt/i 3/ r( CrH~EC~K APPROPRIATE BOX L`7~aacubrllrixi ~ Atlminisl,nlnn",xl / U V ! (/ ~ Estate Representative ^ Janl owner of sale deposit Dox NOTE: Attach additional 8't:" x 1t" sheet(s) if necessary or use duplicates of this page of form. to requve disdosure of Social Secudty numbers in twrtnedion with administering state tax laws. The Department uses the 405 (c)(2)(CKi) C 42 U S , . § . . The Department is authorized bylaw, the decedent and persmal represematNes of the estate. The Corrmwrrvrealth may afro use the infonnatlon in exchange of tax infamafion agreements r to identif it b y y num e Sodal Secur with Federal and local Lazing authorities. The stale law prohbits the Commonwealth's personnel Fran disdosing confidentlal Wx infcrmation ezcepl for official purposes. ~~ Uptlaied _ 06/19/09 Branch Number 06113 ~Aw/T ~ l~T'[/ MANUFACTUREKS ANO ~1 KA1J'r.tca >; nun i ...~,.r,= ~~ CONSUMER ACCOUNT UPDATED CHANGE REQUEST ADD/DELETE CUSTOMER MAINTENANCE ACCOUNT TITLE AND ADDRESS OFFICE OF ACCOUNT 6113 RICHARD V RUSSELL ACCOUNT NUMBER GARI' L RUSSELL. 0001004206010982 3 DREXEL HILLS C1R. NEW CUMBERLAND PA 170701716 ACCOUNT TYPE Product Type: DDA Subproduet Code: 9M OUST I SSN: 175124276 CUSTOMER TYPE CODE: T3 COST 2 SSN: 210400522 CUSTOMER TYPE CODE: T9 By signing below, I It+'e) (I) request [hat M&T Bank open in my (our) names the deposit account rexluested below the General Deposit ree to all provisions of and a f i , g , pt o with the fmt[urv~s requested, and (2) acknowledge rece Availability Disclosuro for Consumer Deposit Accounts, the Specific Features and Tenns Account Agreement, containing information about the account, the applicable fce schedule and, if the account is a Jumbo Certificate of I (we) acknowledge and agree that if the below nin si B i . g g y ons. Deposit, the Agreement for Telephone Instruct ened in the mm~es of two or more individuals, unless the account is a fiduciary or custodial account, it t is o p accoun wdl he a Tenancy 13y The Entireties Account With Right of Survivorship if the sole individuals in whose name the account is opened arc husband and wife, and, in all other cases, a Joint Account Wi[h Right of Survivorship Certification. lhrder penalties of perjury, 1 (customer t) certify: (])that the number shown on this form is my a number to be issued to me), and (2) that I am f iti or ng correct Taxpayer Identification Number (or I am wa withholding because (a) 1 am exempt from backup withholding, or (h) 1 have not been cku t b b a p o ject not su the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure notified b k b y up ac to report all interest or dividends, or (c) the IRS has notified me that I ant no longer subject to withholding, and (3) that [ am a U.S. person (including a U.S. resident alien). Certitcation Instructimts -Yon must cross out item (2) above if you have been notified by the IRS that you are currently subject to backup withholding because of underreporting interest or dividends on your tax return. (Also see Part 111 -Certification under Specific Instructions on lire separate W-9 form.) The IRS does not require your consent to any provision of this document other than [Ire certifications required ~ to avoid baeku withholdin . -" ~ ~ DATE L^ ~ t3lV ~( " ' c% ~^ SIGNATURE CUST I i DATE ~ ~ t ~ S ~ SIGNATURE CUST 2 SIGNATURE CUST 3 DATE SIGNATURE CUST 4 DATE IDENTIFICATION CUST I: DL OG/l l 18523015 PA IUENTIFICATION CUST 2: DL OG/I l 18523015 PA ORIGINAL OPENING DATE: 12/28/82 TITLE CHANCE CURRENT TITLE: RICHARD V RUSSELL. NEW TITLE: RICHARD V KUSSELL GARY L RUSSELL CUSTOMER ADDED GARY L RUSSELL 210400522 Original -Account Services WPA008 (12!07) L31 Previous etliliev err o~eotMe A. Settlement Statement R Tvne of I nan lortn HUn~t (3rEEl ref Hantlbmk 4305.7 U.S. Department of Housing and Urban Development OM9 Annmval Nn 950209R5 '~ $iFHA 2. ~FmHA 3. ~Conv. Unins. 6. Flle Number 4. VA 5. Conv. ins. 30578ZVORSKY 7. Loan Number 6100091071 6. Modgage Insurance Case Number 441A700467-703 am ~c p a ya o an y m ,pen ,ro C. NOIe: M,mc markvR'ID.oc.r wwv yA wl,itle Mtl~ inp R.r ere ahan nero,u:,roan,bor RvrRO,es .rq vro en incweao m n. ldrs. WARNING: x k, cline to k,ow:,gy me4 hks q,iMnmb lotls UNbd SMta on Rq a • dM sanNar bm. P,n4bec upon COiwlalRn can mews. rme nw . For o.l.w,..: rnk n u. s. coo, s.pion i~o, ant Ssnlon ,oto. _ TilleEzpress Settlement System Printed 02I2fi/2010 at 16:41 CLT D. NAME OF BORROWER: Mark J. ZVOrsky ADDRESS: 439 Market Street t t2 New Cumberland PA 17070 E. NAME OF SELLER: Estate of Richard V. Russell ADDRESS: 110 Norfh Goon Stree 4th Floor York a 17401 F. NAME OF LENDER: GrayatOne MOrtgege ADDRESS: 5115 East Trindle Road State B Meehanicsbur PA 17050 G. PROPERTY ADDRESS: 8 Drexel Hilts Circle, New Cumberland, PA 17070 New Cumberland BDFOU h H. SETTLEMENT AGENT: Cedar Cliff Abstract Agency, Irrc., Telephone: 717-774-7435 Fax: 717-774-3669 PLACE OF SETTLEMFI4T: 414 Brid Sires New Ctmtberla PA 17070 I. SETTLEMENT DATE: 02/26J2010 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 107. Contrsd sales rice 219500.00 401. ConlrBd sales 218500.00 102. Personal P 402 Persmal Pr 103. Seldemem char to bonower ins 1400 ~ 17 413.17 104. 404. 105. 405. Ad'ustrnenfs for items id b seaer in advance Ad'uslments for items aid b salter in advance 706. C' Aown taws 406. C' own fazes 107. COU fazes 407. coon taxes 108. Sdwdtaxes 02126/'IDtoD6l36f10 686.63 408. Sdzwltazes 02I2fi/10to06130/10 686.63 109. 409. 710. 47 . 111. TrashProralion 02/26l1 0 10 03/37h0 15.61 417. Trash Proration 02f26110(003/31/10 15.61 712. 412 120. GROSS AMOUNT DUE FROM BORROWER 236 615.41 420. GROSS AMOUNT DUE TO SELLER 219202.24 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. ' or earrrest 000.00 501. Ezcess D see instrudicru 202. Pri I arnwnl of new Barr, 214541.00 502 SeDlemenl char fo sells Nne 1400 15946.55 203. Fxisli s taken s ed to 503 Ezisti ba s taken act to 204. 504. Pa off of First Mal Loan 205. 505. 206. 506. 207. Seger Assist 13 ODD.DO 507. Seger Assist 13 DOD.00 208. 508. 209. 509. Ad usfinents for items u ak1 b seller Ad'tfstmeMs for Mans un ald b sNkr 21 D. C4 flown taxes 510. C' Aown razes 211. taxes 01/01110to02/26/10 1.23 511, taxes 01Po7/10to02/26I10 16013 212. School saxes 512. Schod taxes 213. 513. 214. 514. 215. Sewer roraGon 01/D1I10to02126/10 66.42 515. Sewer rora6on Ot/D1/t0to02@6/10 66.42 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 229 767.65 520. TOTAL REDUCTION AMOUNT DUE SELLER 29173.20 300. CASH AT SETTLEMENT FROM OR TO BORR OWER 600. CASH AT SETTLEMENT TO OR FROM SELLE R 301. Gross amamt due from hormwer 8ne 120 236 615.41 607. Gross amount due to seller line 420 21920214 302 less amounts id Aa bonower line 220 229 767.65 602. Less redud"wn amount due seper line 520 29173.20 303. CASH FROM BORROWER 6847.76 603. CASH TO SELLER 190 029.04 SUBSTTUTE FORM teat SELLER STATEMENT: Tlm NlRlrnelfen fSrlWllea bran's impanam w,Rwmeeon w+a is bvinq M1x,utl„e b Rro mkmN Rswmue Service X yov,n requeve b Fk, rNVm. ~neRlipriu~ IWdMr s~qi; n W~M~.~EI"~~ eam n repliree b Ee ropMetl,na me IRS tlelertnines Mal tl M nd ben rpoletl. TM ConV,cl SSIa PACs Oescbed m Yau7400eA11 ~vkvd bT kw a rwftle Mr vea,nwnl,yre Fvd. T,a b No: wRh ya, moss bxR,yr MrilMwlbn numbr. x ya Co not precise yav mnM M~syr itlerWllrnbn camber. you may be wb7M to CNI a RfmYi,l penWlp by kw. DriUef parfJrY, I RartiN Rol Rb mmber,nown m tlYa,Wrement k my mnrJ MCpeyr iarpxuyrien m,mkr. TIN: __ / -_ SEttFR(SJ SIGfUTURE(S):,___ / aELI.ER(a) NEW MAILING AODREaa: _ _ SELLER(B) PHONE NUMBERS: (Nl Frviw[ rtlNkn¢ are obsdele (am HUO-i f3/NS) rM Hantlbwrk a3e53 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: 3D578ZVORSKY PAGE 2 SETTLEMENT STATEMENT rinPFYDIP[i SPlnn.rPm SvdPm Prinlwi mnsmm~ al ~R~al n T L. SETTLEMENT CHARGES PAID FROM PAID FROM a700. TOTAL SALES/BROKER'S COMMISSION based on rice $214 5DD.00 ~ 6,000 = 12 870.00 80RROWER'S SELLER'S Division d commission Nne 7DO es Idlows: FUNDS AT FUNDS AT 7d1. 6460.00 t0 CeMO 21 PlaClOneri Reel Inc. SETTLEMENT SETTLEMENT 702 6 410.00 to FJa-N Inc. LLC 703. Commission aid et Sottl~rleM 12 870.00 704. Service Fee to Cent 21 Piacioneri Real Inc. 225.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori 'nation Fee 1.000 %Gro scone Mo a e-1 AO% 2108.52 802. Loan Discamt %Gro stone Mort a 2.00% 4 290.82 803, sisal Fee to Gro stone Mo a P.O.C. 350.00 B ~ 804. Credit Re to Gro tone Mort a P.O.C. 25.00 B er 805. Documera Pr Fee tD Gro stone Mort a 375.00 806. Processin Fee t Gra stone Mori 125.00 607. MFRS to G stone Mort a 4.85 BOB. Flood C.ert Fee to G stone Mort 18.50 809. Admin Fea fo Gro stone Mort 250.00 810. FHA Mt Ins to HUD 3 689.91 61 i. 900. ITEMS REQUIRED BY LENDER TO 8E PAID IN ADVANCE 907. Imeresl From 0?/2612010 to 03/01/2010 @ 27.5600 Ida 3 Da s 6268 902 Mort Irsu Premiwn Iw to 903. Hazard Insurance Premiull fa to Erie Insurance P.O.C. 549.00 B er 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Herard lnsurnce 3 45.75 /mo 137.25 1002 Mat Insurance mo. @ 95.95 hnD 7003. C' P Tax mD. @ hno 1004. Ca Pr art Taz 14 nw. @ 85.50 hrlo 1 197.00 tOtK. Sdad taxes 9 mo. @ 168.43 !mo 1 515.87 1008, to is Ad' to Gro stone Mort a e -701.98 0.00 1100. TITLE CHARGES 1101. Seplement w cbsin fee 7 702. Abdmd w idle search 1103. Tide ezaminadon 1104. TNa Insurance birder 1105. Document P ration to Cral A Diehl 110.00 7106. Note Fees to Cash 25.00 10.00 1107. sleet includes above ems No: 1708. Tdle Insurance to Cedar Cifff Abstract A Inc. 1 453.75 Includes above dams No: Basic 1108. Lerxler's Pdi 214541.00 - 7170. Owner's Pd' 218 500.00 -1453.75 1111. ALTA Short Loan to Cedar CBff Abstract A Inc. 100.00 1112 End 900 to Cedar Cliff Abstract A Irrc. SD.OD 1713. Cbci vcLV to Ceder' Clffl Abstract A Inc. 75.00 12D0. GOVERNMENT RECORDING AND TRANSFER CHARGES 1207. RecoRlin Fees Dead 62.00 'Mat 74.00 ~ Release 138.00 1202. CI !Coon slams Deed 186.00 2185.00 1203. Stele T Deed 165.00 185.00 t 204. Pest Ire to Sudden Death TermNe & Pest Control 40.00 1205. Home Wane to AHS 435.00 1300. ADDITIONAL SETTLEMENT CHARGES 13D1. 2009 Ca Tex to Robin Gas i• P.O.C. 1 026.05 Seller 1302. 21109 Scholl Tax to flobin Gas P.O.C. 2 021.13 Seller 7303. E1F Fee to Stone Lataver & Shekletski 50.00 1304. Fed-exhvlre tee to Scone l.afaver & Shekktsld 40.00 7305. Trash 1st r to New Cumberand Boro h 42.60 1306. Sewer 4fh r 2009 to New Cumberland Boro h 58.95 1307, Taz Cen Fee to Stone lafaver & Shekletski 10.00 1308. Broker Fee to Ere-N Inc. LLC 165.00 1400. TOTAL SETTLEMENT CHARGES enter on limes 103 Section J and 50 Section it 413.17 15 946,55 HUD CERTIFIGTK)N OF BUYER AND SEU ER I Mw nrekllymAwvrO Sre MUD-t Sedemea SMUmed sna b dre bM d my knvwNEpr rria baial, N Ir r Irw rM amnele prlsmml a aN reRdpb rna debunamma Tae! m my rCCOenI a by mr in 0dc baroM/im. I Marv uNfy Nal l Mw remiw0 • wq a Nrr HUD-1 aaW~wM SbNmca, ~cr~.C ~ 'i .riv-<4-~ / ~. ENw a Ranara v. RaMW a WAPoar/G: R 5 A CRME TD KNOW WGLY MIKE FALSE aTATEMENTS TO Tf~ UNITm BTATES ON TH6 OR ANY SIMILAR FORM PENALTIES UFI]N CONVICTN)N GN INCWDE A Fay AND IMPR190NMENT. FOR pETUlS SEE iRLE 13: U.S. CODE SECTION tODt AND SECTION 1010 TM 11UD•1 SNNNnenl SUte W anaxmwu a Nu tnricactbn. I Mw causes a IM b N vial Ntis ameme~/nl SETTLEMENT AGENT -_-, PATE. ~, 7~, 1~ Date of Death: 07/09/2009 Valuation Date: 07/09/2009 Processing Date: 03/16/2010 Shares Security or Par Description 1) 24 BAKER MICHAEL CORP 1057199106) COM NYSE AMEX Equities 07/09/2009 Total Value: Total Accrual: Total: 5922.20 Estate Valuation Report Type: Date of Death Number of Securities: 1 File ID: 16012.baker Mean and/or Dlv and Int Security High/Ask Low/aid Adjustments Accruals Value 39.13000 37.72000 H/L 36.425000 922.20 $0.00 $922.20 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP :systems at (618) 313-6300 or www.evpsys.com. (Revision 7.0.3) MRf?-15-2c310 14 59 PH l LL 1 PS FINANCIAL 71'7 2t 5 78F_t>~,' F . 02 ' ~ '~ k~hillips Financial Services, Ync. iazt~,~y ~~,~ Fit' 385. • Highland Drive • MountvlUe • : Y.A 1.7554 = 'i.ocstl Phrme_ (711) 285-3232. To(1 Free: _... (800) 231-7374 - Eau: (717) 285.7888 .. EZrlail:.. mrril®pli{llipsfs-.cos Richard V. Russell DOD: 7Y912009 Company Jackson National Nan-Qualified # 1000872314 Jacksc+n National Non»Qualfied X1000872330 Oppenheimer Fonds IRA #2420245080 sincerely, l ~'~' Brian C. Shank FingmCial Representative March 15, 201D Initial Contribution Value on DOD (Cast Basis) 719/2009 $12,500.00 $17,775.44 $10,152.43 513,426.13 $4,719.90 Ac{visary 3crviccn and ~uaail ie5 af>'eted duvt[gh Lincoln Invesrmen[ Planning, InG• l;egisrrrc~ei Inve:xtma:nr Adviuar fimker Dealer Member F1NRAi`IF'(: • Supcrv9asin~ aft'ice 218 Clcaxkidr Avcuua:,l~~ynaue, PA IAOPS (S00) 242.1421 Fhi(lipx financial 4crciccx :and LiuCe~ln lnves[ment Planning, lnc.:arc inrfoP<ndcntly,twrned send n[x:n,t.a.•cl, TCtTAL P.02 ~ Estate Valuation Date of Death: 07/09/2009 Estate of: Janney IRA Valuation Date: 07/09/2009 Report Type: Date of Death Processing Date: 03/16/2010 Number of Securities: 9 File ID: 18012.ira Shares Security Mean and/or Div and Int Secuzity or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 3000 FNMA SERIES 93-168 (31359DPQ0) Financial Times Interactive Data Mat: 09/25/2023 6.0006 Fact: 0.3030693 07/09/2009 105.98166 Mkt 105.961660 963.58 CMO Accrual 1.21 2) 700 PPL CORP (693517106; PPL) COM New York Stock Exchange 07/09/2009 32.07000 31.33000 H/L 31.700000 22,190.00 3) 1 Genworth Life & Annuity Commonwealth Extra Variable Annuity (EVP0002) 14,097.29 9) 1 Janney Advantage Insured Sweep (EVP0001) 3,277.42 Accrual 0.05 Total Value: $90,528.29 Total Accrual: $1.26 Total: $40,529.55 Page 1 This repot[ was produced with EstateVal, a product of Estate Valuations S Pricing Systems, Inc. 2f you have questions, please contact EVP Systems at (818) 313-6300 or www.e~~~sys.com. (Revision 7.0.3) ~ Estate Valuation Date of Death: 07/09/2009 Estate of: Jan ney 5267-0988 Valuation Date: 07/09/2009 Report Type: Date of Death Processing Date: 03/16/2010 Number of Securities: 2 File ID: 18012.janney Shazes Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 1950 VAN KAMPEN PA VALUE M[IN INCOME (921127108; VPV) COM New York Stock Exchange 07/09/2009 11.29000 11.11000 H/L 11.200000 21,890.00 2) 1 Janney Advantage Insured Sweep (EVP0001) 22.gg Total Value: Total Accrual: Total: $21,662.48 $21,862.48 50.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations fi Pricing Systems, Inc. If you have questions, please contact EVP Systems at (616) 313-6300 or www.evpsys.com. (Revision 7.0.3) !' 9 ~ ~ d ~ ~ Ef? ~ aa~seH 4 I ~• f k r C -'i 4 a: JvC v ~ ~ ~ W J '^ O_~ e ~ ~o ~ ^ °~ a r ' ' p,. ,~' F . lp ~ 7 x~f H 5 Z ~ J COhPn ~ ~~ ~1 h ® acultureof vii ~ ~ V performance Constance L. Martin Direct Dial 412.297.4850 April 5, 2010 Via Certified Mail Register of Wills 1 Courthouse Square Room 102 Carlisle, PA 17013 Re: Estate of Richard V. Russell No. 2009-00737 Dear Sir or Madam: e~ m o , ,'~ ~ ~~ ~ ~- ~~ x ~~y ~ ~~ ..h~i I am enclosing original Pennsylvania Inheritance Tax Return, in duplicate, for filing, along with a check in the amount of $4,962.87, representing the balance due as reflected on the return. In addition, I am enclosing the Inventory for filing, along with a check in the amount of $320, the cost of filing both the inventory and inheritance tax return, and the balance due on the grant of letters. Please receipt these documents by date-stamping copies of the first pages, and returning them to me in the return envelope provided. Thank you for your kind assistance in this matter. If you require any additional information at this time, please do not hesitate to contact me. Sincerely, COHEN & CrRIGSBY, P.C. Constance L. Martin Paralegal 1549516_1.DOC cmartin(~Jcohenlaw.com Direct Fax 412.209.1959 6zg Liberty Avenue • Pittsburgh, PA i5zzz-3~5z • Main 4iz.z97~4900 • Fax 4tz.zoq.o67z www.cohenlaw.com