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04-0555
Register of Wills of Cumberla�unty, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of James C Felm� ee No. p��� ��1„�`� also known as , Deceased Social Security No.1 9 3—2 4-1 3 3 6 Peii�ionnilnl,who ialnre 18 yenn of ape o�aide�,eppyfesl 10�: ICOMPLETE "A" flR "8" BELOW:) I"'A, A. Probate and Grant of Letters and aver that Petitioneris) is/are the executor named in the Last Will of the ���"� Decedent, dated A ���/200'� _and codicil(s) dated Scate�de�ent drwmstances,e.q.,ienunciat�m,dea�h ot execu�or,ttc. Except as foliows, Oecedent did not marry, was not divorced, and did not have a ohild born or adopted a#ter execution o#tfie documer�ts offered for probate; was not the victim of a kiiling and was never adjudicated incompetent: � B. Grant of Letters of Administration 1c.t.a..d.h.n.a[.e.:pendmie Fte;du�snu�baemia;durmu mino�eate) Petitioner(s) after a proper search has/have ascertained #hat Decedent left no Will and was survived by the foliowing spouse (if anyl and heirs: Name Relationship R@sidence (COMPLET 1(V ALL CASES:) Attac a ditional sheets if necessary. Decedent was domiciied at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 1 33 North Locust Point Road� Mechanic - Ilist aUcec.numbei r+d munic pahtY) Decedent, then 72 years of a�e, died Mav 5 , 2004, atCumberland County PA «�t;«,� Decedent at death owned property with estimated values as follows: O 0 O .O� ' (;f domiciled+n PA) All personal property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S 250, Slf not domiciled in PA) Personal property in Pennsylvania . . . . . . . . . . . . . . . . . . . . . . S i!f not dom+ciled in PA) Personal property in County . . . . . .. . . . . . . . . . . . . . . . . . . . S Value of real estate in Penr��ylva�ia . . . . . . . . . . . . . . . . . . . . . . . . . • • . • . - • • � • • • • • � • • • • - • • S Total . . . . • • . . . . . . . . . . . . . . . . . . . . . . . . S 7� ��� �0 . . . . . . . . . . . . . . . ` Real Estate situated as follows: 1 33 North Locust Point Road M��::ar�� �^�Lrsx •pA 1 7n�� Wherefore, Petitionerls) respectfully requestis)the probate of the Iast Will and Codioi�Is)presented with this Petition and the grant of letters in the appropriate form to the undersigned: _ "���7 S� url.�^ Typed or printed name and residence ,: `� �.-' •' � -��.�'�� �.f r� ROOri 71 1 7 ' .,���s� �.�.�� ::;� � Oath of Personal Representative Commonwealth of Pennsylvania County of Dauphin The Petitioner�s) above-named swear�s) and affirm�s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Pet+tionerls) and that, as personal representativels) of the Decedent, Petitioner�s) wiil well ar►d truly administer the estate according to law. Sworn to and affirmed and subscribed before me this '" ' � day of --- � `--'" .r' � : '` i ,- ; :.: _- 20 / _._.�,_--- C.y_.--.' - ,G � Roone L. Felmlee . r DECREE REGISTER Estate of �.J AI'�7eS � �—C:I/'y'11eP Deceased No. ���,Z�—��.�r�J also known as Social Security f�o:�Q ��-��— /�� C� Date of Death: ��`=L��c� AND NOW, � )�)� � 1 '� , 20 '�, in consideration of the Petition on the reverse side hereon, satisfactory proof having 5een �resented be#ore me, IT IS DECREED that Letters C�3''Festamentary ❑ o# Administration � � J Ic.[.a.;tl.b.n.r..t,;pentlame liie;tlu�ence abseniie;durante mineri[ele) are hereby granted torl�c-���� / ,L. F� l r'� l� �- in the above estate and that the instrument(s), if any, dated ���u��e�r �-�=� described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Le#ters........................... S �v �' ' .�� Register of Will �,�t�✓ (J \ / � � � Short Cert+ficate{s).��.J S cJ•� '� �� Renunciati�n.................. $ �-CS� Affidavit ( )................. S Extra Pages ((p)-........... S �o �� Codicil.......................... S JCP Fee........................ S ��� � Attorney:John R. Beinhaur, Esquire Inventory & Tax Forms... S I.D. lVo: 55631 Other............................ S Address: 3964 Lexinqton Street Harrisburg, PA 17109 � f� "'""' TOTAL................ 5 � Teleahone: (71 7 )651 -91 00 DATE F1LED: W— a o2/-a�--u�vr'�' RENUNCIATION a���ea. In Re Estate of C County, Pennsylvania. To the Rc�gister of W i11s of of The undersigned Carol the abave decedent� hereby renounce(s) the right to administer the esiate and respectfully ask(s) that Letters be issued to Roone L. Felm hand this J�---�Y of—� n� , 20.0/�.,�1 _. WITNESS a � (Signature) L�.� rv �-a�--�l�� Po���- ,L�. — (Address) � lA��eeD� ��c s l�-v r� l��Sa (Signaturc) � ' (Address) (Signatura) (Address) �;��` .��, . °4;� �. . � ��,��_ ��.�.��,.�2, v . ��.. _ HI05.805 REV 9BG This is to certify that the information here given is correctly copied from an original certificate of death duly filed wit me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ���""'°' ' � �" ��NOFp ,�,,,��y>``p =_ fN?�,p`=- . �� o !�; Locai Registrar , - �� - aF ��__ � , a` :* �r; f..i ' �°°3 `^� --�* 'I ;� �=� �O`^i° � �-��.~�,,`1, e .�. �� ., r _�� � : � "'991MEN1�E�E �, „,,,,,,,,,,����'''���/, No. ,..,: . Date , r � �_ c: a � -;� :ri ��', �nos;a�Re�2�e� COMMONWEALTH Of PENNSYWANIA•DEPARTMENT OF HEALTH•VITAL RECOflOS CERTIFICATE OF DEATH iYPEiPRINi � SWEf�LFWYBER - �N � �s SE% SOCIAL SECURITV NUMBEN � D�E OF DEATH�MCnn.Dav.�I PENM�NENT NAMEOFOECEDENT�Gvs1.MWtlM.laa� =��e �.1g3 — 24 � � 1336 ���Y S/ ZOQ4 BLACKINK �. James C• Fel�mlee �� � � . � AGE11av8+maaY1 UNOER1�YfAH� UNDERiDM DATEOFBYiTN BIRTHPIACF:C�ryano VlAGEOiDERMMnec6dxYme-,nnsn��anm�M+mvasl� ___ MaM� � �aY� �Ibu� .Yinu1M �MOran.Oay.'brl SlawafciegnCawuryl NOSPITAL: � � .. O7HER . dlyr �2 .� � 6/20/1931 �Millerstown PA '"o"""'� E"'°"°""'"` °°"C '"�0 ""'°'"�❑ `S°°`^"� S ` M. COUNTY OF DEQH CITY.BOR0.11MF OF OEAiM FACILRY NAME III ro�inv�tulwn.grve uieel aM rnxnberi NNS DECEDEM OF NISW WC ORKaIN4 RACE�AmKman MWi+n.Bl�cil���.M�. • rw� 1M�x rw.w�M Gan. ���vl Cumberland Kk'ast Pennsboro ,,, '"'"'°"•"""°`�""•"` White - a Hol S irit Hos ital ,. �o. OECEDEM'SUSUALOCCUPQION NINOOFBUSINESS/INWSTRY VNSDFCEDEN�EVERIN DECEDENT'SEpICAT�OH MMILKSTIJUS�MartrC SUMWWGSPOUSE (Grve k�M oi wak Oora tlwuq nrov U.S.MMED FORCE54 S � � ea Ihv%�.�. 111�wla.pr�ma�aeri iumol ol worYwp YI�:Ao na1 uss iabatl 1 VOC❑ No� E�^�Y��^/ C�P - ,,.. Salesman ,,..4ia11 Ga�as o�� ,�. ,�. ��� ���°'{� �� Married „Carole L Sheely OECEDENT'SMAItINGAODAES3(SbM.Gy/Uw�.Sa470L�� �TU�NT'S ������ pennsylvania o;, ,��.�w..aK.e.�+ww� Silver Sprinq ,,.o. 133 N. Locust Point Road nes�� ^K� ...�. Mechanicsburg, PA 17050 ��'i Cun�rland �' ,,,.p�.„a �a �m. FRNER'SNAME�FY9.Matll�.las1 AIOTHER' NA4E�F�sLMiUOe.MaWMSu�nxrol _ .. � He�len Shoop �. E7mry Fe ee +.. WFOflYAH�'SNAYERYW'P�M� WFORM+WT'SMNIkIllAODfiESSISVM.GY/�wn.SW.ZDCa0e1 ,,., Carole L. FeLnlee ,0,133 N. Locust Point Road Mechanicsburg, PA 17055 1AETXOUOFWSPOS�TIOM p� DQEOFDISPOSITION PIAGEOFp5PO51ilON-NY�rMCwIM�Y.C�wn+lorY IOCR�ON�Cirylfow�.Stab.ZpCoU� BvW❑ Ge�mronLM R�wr�ame�r.❑ Ma+n.MY.NaI wOUwMac� p �9t.HO11 S rin s PA o _ o�,❑ a��so.�ni , May 12, 2004 „�.Hollinger CrematorY :, Y P 9 � � SIGN�T F L NSEEONPENSONACTWl3ASSUCII IICENSENUMBEfl NNIENVO�OWIERSOF � PA �/VJJ � � . ` ,,,. Fiz-014889 „�Ialpezzi 8 N�Plaza 6+�y I�d�i�.�9 Complw bms wMn tlr ew d mV 4rowMnW.haN occurrW a��M Iu�w,aa�a an0 Wscs Ma�eA. 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AWUBIEPRqR70 lMOnR�.DaY.l4a�1 � . � �MaNa'c�use raWv �^ �,,,,��o. � ��w. u rwU . . ,�a.M U P.�aw�»mw��, ❑ M r-� �as. � � �� r� ❑ � � 5,,;�b. ❑ cWa,�a w ae�..m��«i LJ PUCE OF 1lUURY-N IrortM.larm.fuaN.IxYpy.otfit� LOCQION(Strew C4yYbwrt Sl�al . M+YOirN.Nc.l�Pe�uvl 7a. i ` 2Y. 1lD. ]9. ` '��� LEIRIFIENIC�xhawya+al 5 NATU TIilEO� �EN � ... � •CEFTIFYINGYNYSICIAN�P�yscuncn�i�+ngcwseMd¢a��w�enanq�e�Mvv[.anhaspn�a+rw:ed0ea��anacanpeleal�an231 �, �OIMW�IOITY4MWWO�.W���OCCWt�AMNb1MCausyf�udTUwf���1�Y0..................................................... �10. ' LIGENS UMBEfl DATESIGHED� .'�1 . . � dS(9U•f�y'S L _�� �� L •ypONOUNpNGANDGEPTIFYIN[iPMV51C1AM17�YSC�a^�W'�:H�"a+^n^9aeaMaMCMdyvglocauseoi0eaml � ��� 71C. n. j io IM Ce�l ol my knowNApn.O�aN occwrW�I IM 1NM.Aa1e.and P��.+�dw lo IM uuf�1�)anG m�nner as atat W .......... .. ...... �Eµ0�p���P/E�P)SON WMO COMPLEl O�CyAUSE Of H w . . p�em z71 rype a Pr11 /�JI/r�"�/,' 4J '�4s,A;�' u . • To�L� , ��.� � � � 'MEDICAIERAMINER(CONONER � / � 'rc`h` � On Ine Oa�if of�xaminallon anNw�nveslga�ion.m my opinioa.Aeslh xcwred at Ihe Ilm�,dat�.and place.anC aua lo IM uuse(s)antl � �� /�� `/-�'�! `,. �l � /��� ' m�nnerasautw.................................................................................................. � r /UIGt �1[ �'N�' �, � ]l�. • p�7EFIlED(MmM.OaY.��l . .• 2 REG� i��R�$$iGNATUPEANONUMBER ��� '�h���..�L � � �.. 8' aa a . . . � LAST WILL AND TESTAMENT OF JAMES C. FELMLEE - I,James C.Felmlee,of 133 North Locust Point Road,Mechanicsburg,Cumberland County,Pennsylvania,being of sound and disposing mind and memory,do make,publisli and declare this to be my Last Will and Testament,hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that a11 inheritance and estate taxes becoming due by reason ofmy death, whether such taxes maybe payable by my Estate or by any recipient of any property,shall be paid by my Executor out of the property passing under this Will,which is not specifically devised or bequeathed,as an expense and cost of administration ofmy Estate. My Executor sha11 have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time ofmy death in favor ofmy Executor,and all property subj ect to all suchpowers sha11 be included in my Estate. ITEM III: I give,devise and/or bequeath all the following specifically to the following people: 1.The interest which I may own at the time of my death in the Pennsylvania general partnership known as"Felmlee's Locust Point",as follows:one(1%)percent(to achieve controlling 51% interest)to my son Rooney L.Felmlee,now or formerly of 71 South Locust Point Road,Mechanicsburg, Pennsylvania,17055;twenty-five(25%)percent to my spouse Carole L.Felmlee now or formerly of 133 North Locust Point Road,Mechanicsburg,Pennsylvania,17055;twelve(12%)percent to my son Darryl J.Felmlee,now or formerly of Box 243,Kooskia,Idaho;and twelve(12%)percent to my daughter Melissa D.Hersh,now or formerly of 135 Hickorytown Road,Carlisle,Pennsylvania,17013. If any of the named beneficiaries fail to survive me,then such bequest or devise shall fail and such interest sha11 pass to Rooney L.Felmlee,provided he survives me as set forth herein,or if he also fails to survive me,then such shall pass to my residual estate. In the event this bequest is unable to pass as set forth herein,it shall become part of my residual estate. 2. The interest which I may own at the time of my death in the Pennsylvania general partnership known as"Affordable 50`s",as follows:one(1%)percent(to achieve controlling 51%interest) to my son Rooney L.Felmlee;twenty-five(25%)percent to my spouse Carole L.Felmlee;twelve(12%) percent to my son Darryl J.Feimlee;and twelve(12%)percent to my daughter Melissa D.Hersh. If any . • . of the named beneficiaries fail to survive me,then such bequest or devise sha11 fail and such interest sha11 nass to Rooney L.Felmlee;provided he survives me as set forthherein,or ifhe also fails to survive me; then such shall pass to my residual estate. In the event this bequest is unable to pass as set forth herein, it shall become part of my residual estate. 3. The interest which I may own at the time ofmy death in the sole proprietorship known as"James Felmlee Distributor Small Games of Chance",in as nearly equal shares as practical,to my son Rooney L.Felmlee and to my spouse Carole L.Felmlee,or to the survivor if either predeceases me and is not survived by issue. In the event this bequest is unable to pass as set forth herein,it shall become part of my residual estate. 4. In the event I am the sole owner of the real property kno�'n as 133 North Locust Point Road,Mechanicsburg,Pennsylvania,at the time of my death,then in that event I give and devise such real properly to my spouse Carole L.Felmlee,provided we are married at the time of my death and provided she survives me. In the event this devise is unable to pass as set forth herein,it shall become part of my residual estate. Also,in the event I am the owner of��i��a event I gieve and bequ a such prop or its successor and such is not beneficiary mdicated, to my spouse Carole L.Felmlee,provided we are married at the time of my death and provided she survives me. In the event this devise is unable to pass as set forth herein,it shall become part of my residual estate. ITEM IV:I give,devise and bequeath all of my household furniture and furnishings, automobiles,books,pictures,j ewelry,china,linen,silverware,wearing apparel,and all other like articles of household or personal use and adornment to my spouse Carole L.Felmlee provided we are married at the time of my death and further provided she survives me. In the event we are not married or she fails to survive me,then in that event such items shall pass to and become part of my residual estate and pass as set forth under Item V below. ITEM V: I give,devise and bequeath a11 of the rest,residue and remainder of my property, real,personal and mixed,to the following individuals in the following percentage share interests,to be distributed to such persons by my Executor, in his or her discretion: 1.My spouse,Carole L.Felmlee,provided we are still married at the time of my death and provided she survives me,thirty(30%)ofmy residual estate. If she fails to survive me,then such share shall be divided equally among my surviving children,per stirpes. 2. My son,Rooney L.Felmlee,twenty(20%)percent of my residual estate,per stirpes. 3. My son, Darryl J. Felmlee, twenty (20%)percent of my residual estate, per stirpes. . , ` 4. My daughter,Melissa D.Hersh,twenty(20%)percent ofmy residual estate,per stirpes In the event any of my children are not survived by issue,then in that event such share sha11 pass to the surviving children,per stirpes, in as nearly equal shares as practical. ITEM VI: In the settlement of my Estate,my Executor shall possess,among others,the following powers to be executed for the best interests of the beneficiaries: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate,any or all real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor,and to consummate said sale or sales by sufficient deeds or other inst�uments to the purchaser or purchasers,conveying a fee simple title,free and clear of all liens or trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales;also,to make,execute,acknowledge and deliver any and all deeds, assignments,options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this Paragraph VI (a) or elsewhere in my Will. (b) To pay all costs,taxes,expenses and charges in connection with the adm'inistration of my Estate. My Executor shall pay all legal expenses of my last illness and my funeral expenses. (c) To distribute my Estate in kind or in money. If any assets are distributed in kind,they sha11 be distributed at their respective value(s) on the date(s) of their distribution. (d) To retain any investments I may have at my death so long as my Executor may deem it advisable to my Estate so to do. (e) To vary investments,when deemed desirable by my Executor and to invest in such bonds,stocks,notes,money markets,real estate mortgages or other securities or in such other property, real or personal, as he shall deem wise,without being restricted to so-called "legal investments." (fl To mortgage real estate and to make leases of real estate. (g) To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration or inheritance, legacy, estate and other taxes. (h) To vote any shares of stock which form a part of the Estate and to otherwise exercise alI the powers incident to the ownership of such stock. (i) In the discretion of my Executor,to unite with other owners of similar property in canying out any plans for the reorganization of any corporation or company whose securities form apart of the Estate. (j) To distribute my personal property directly to the Guardian of the person of any minor beneficiaries hereunder. (k) The right and discretion to elect the most appropriate settlement options for any pension plans, individual retirement accounts or other employee benefit options, as deemed most appropriate by my Executor,assuming such election shall be in accordance with procedures established by the plan's administrative committee or administrator,as the case may be,if such elections have not been made prior to my death. (1) To do a11 other acts in judgment of my Executor necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. (m)The right to engage accountants,attorneys,appraisers and other agents,as deemed necessary by my Executor,to render advice to and/or represent my Executor,as my Executor deems necessary or appropriate to the administration and preservation of my Estate. ITEM VII: Any person who sha11 have died at the same time as Testator or in a common disaster with him,or under such circumstances that it is difficult or impossible to detennine who died first, or who sha11 fail to survive Testator by a period of thirty(30)days,shall be deemed to have predeceased him hereunder. In the event of a common disaster or simultaneous death with my spouse Carole L. Felmlee,or under such circumstances that it is difficult or impossible to determine who died first,it is our direction that my Last Will and Testament sha11 control the probate of our joint assets and her Last Will and Testament sets this forth directly. ITEM VIII: I nominate,constitute and appoint my spouse,Carole L.Felmlee,provided we are still married at the time of my death,to be my Executrix(herein referred to as"Executor"). In the event of the death,resignation,refusal or inability of my spouse to serve as Executor,I nominate, constitute and appoint my son Rooney L.Felmlee to serve as Successor Executor in her place. My Executor is specifically relieved from the duty or obligation of filing any bond(s) or other form of security. ITEM XI: If at any time,any minor child or legally incompetent person shall be entitled to receive any assets hereunder,my eldest child alive at the time of my death shall act as Guardian of the Assets payable to such child or legally incompetent person and sha11 have full authority to use such assets in any manner as such Guardian sha11 deem advisable for the best interests of such person,including care, college,university,post-graduate or other education,without securing court order. In the event of the death,resignation,refusal or inability ofmy eldest child to serve as Guardian of the Assets,then I nominate, constitute and appoint the next eldest child to serve. ITEM X:In all references herein to any Spouse,Executor,Guardian,Beneficiary,Child or other,the use of any particular gender or the plural or singular number is intended to include the appropriate gender or number as the text of this my Last Will and Testament may require. ITEM XI:At the time of the execution of this Will,I have three children as set forth herein. All references in this,my Last Will and Testament,to my children are intended to include any additional child or children born to me or legally adopted by me subsequent to the execution of this Will and if any such child or children or issue thereof sha11 survive me,then and in such event,such child or children or issue thereof sha11 have no rights in my estate other than those granted by this my Last Will and Testament. IN WITNESS WHEREOF, I have set my hand and sea(j p gis my Las�2 111 and Testament,consisting of this,the next two(2)pages and the preceding four 4 a es this�„�_da of ' - /� , 2003. :.,� ;� � � �ames C. Felmlee � SIGNED,SEALED,PUBLISHED AND DECLARED by the above named Testator, James C.Felmlee,as and for his Will,in the presence of us,who,at his request,in his presence and in the presence of each other,have hereunto subscribed our names as witnesses in attestation thereof. � l ,_. � ��; `.� �, �� r"'� Witness Name ✓� A��S� �� f�e/ � � I ( , ��1 f� �1.� �'� n�,� � �� � � � a � Witness Name � Address i � i �` > I t�.> / � �� � � l_����tsG�^f— ���67 d i �/�4`%G�'!i����� � � .� � � :—, e Witness Name Add s�s � C-�f�� c. �.-�' l , ,��' �` , __ _ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA . :SS.. COUNTY OF '%�'��� `ti • I,James C.Felmlee,the Testator whose name is signed to the attached or foregoing instrument,having been duly qualified according to law,do hereby acknowledge that I signed and executed the instrurnent as my Last Will;and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by James C.Felmlee the Testator,this �day of ,�,�n ti�Yl .�.� , 2003. --�-�. �v' l J`� es C.Felmlee `� U NOTARIAL SEAL JOHN R.BEINHAUR,Notary Public Not PubliC Lower Paxton Twp.,Dauphin County M Commission Ex ires: My Commission Expires March 13,2007 Y p (SEAL) _ _ _ AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA . :SS.. CO�JNTY OF ������� • We, �U !C��� J"'l• �,�;..( �� , ,�/�t�.f`51���- � ��..t.,x and ° ,th itnesses whose names are sig�ned to the attached o � foregoing instrument,being duly qualified according to law,do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will;that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed;that each subscribing witness, in the hearing and sight of the Testator,signed the Will as a witness;and that to the best of our knowledge, the Testator was at that time 18 or more years of age,of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by � { t� � • � �� � and '' ,witnesses this.�_day o ����� 11' ,2003. �.��, _ !i� Witness Witness Witness {VOTARIAL SEAL - JaHN R.BEINHAUR,Notary Public Lower Paxton Twp.,Dauphin County N tary Public � My Commission Expires March 13,2007 My Commission Expires: (5��.�,) �;�_ . . �;� ��. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: James C. Felmlee Date of Death: May 5, 2004 Will No. 2004-00555 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) ofthe Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June/!) 2004: Name Rooney L. Felmlee Address 71 South Locust Point Road, Mechanicsburg, PA 17055 Carole L. Felmlee 133 North Locust Point Road, Mechanicsburg, PA 17055 Darryl J. Felmlee Box 243, Kooskia, Idaho Melissa D. Hersh 135 Hickorytown Road, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except ............ r ....J. d ~... Date b -/5 --eLl Sign.rore :J!1r1m-= Name John R. einhaur, Esquire Address 3964 Lexington Street Harrisburg, P A 17109 Telephone (717) 651-9100 L <;;:' .,::;... .-::;--; \ f"- __,I ~....J",j Capacity: Personal Representative X Counsel for personal representative .:>' Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 BEINHAUR JOHN R 3964 LEXINGTON STREET HARRISBURG, PA 17109 RE: Estate of FELMLEE JAMES C File Number: 2004-00555 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/05/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 FELMLEE ROONEY L 71 SOUTH LOCUST POINT ROAD MECHANICSBURG, PA 17055 RE: Estate of FELMLEE JAMES C File Number: 2004-00555 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/05/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: __TA ItA ~5 C. F'~rYl ~R... . Date of Death: 0'5 - ol:J - d-OOcf Estate No.: ~f)f\l-!.-- DOSS 5" Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No Iii 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: i~I"""A ("II'\. h MD'" ~S 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 'b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. . Date: '1/tJ!() II ~ Signature . ]oA h t - F5~('uif'r:1)J I Name t ...., I '1 , 39bl/ til/, to'1 jfr.u f-: Ado/ess rtl'J' rishur5 fJlj IT-toe; {) t:)l- q /00 Telephone No. Capacity: 0 Personal Representative ~ Counsel for personal representative ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BEINHAUR JOHN R 3964 LEXINGTON STREET HARRISBURG, PA 17109 -------- lold ESTATE INFORMATION: SSN: 193-24-1336 FILE NUMBER: 2104-0555 DECEDENT NAME: FELMLEE JAMES C DA TE OF PAYMENT: 01/25/2007 POSTMARK DATE: 01/24/2007 COUNTY: CUMBERLAND DA TE OF DEATH: 05/05/2004 NO. CD 007747 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $ 48 1 . 62 I I I I I I I I TOTAL AMOUNT PAID: REMARI<S: CHECI<# 4540 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $481.62 GLENDA FARNER STRASBAUGH REGISTER OF WILLS CONlNlO,"WEAL TH OF PENNSYLVANIA DEPA.RTNlENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BEINHAUR JOHN R 3964 LEXINGTON STREET HARRISBURG, PA 17109 -------- fold ESTATE INFORMATION: SSN: 193-24-1336 FILE NUMBER: 2104-0555 DECEDENT NAME: FELMLEE JAMES C DATE OF PAYMENT: 01/25/2007 POSTMARK DATE: 01/24/2007 COUNTY: CUMBERLAND DA TE OF DEATH: 05/05/2004 NO. CD 007748 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,936.61 I I I I I I I I TOTAL AMOUNT PAID: $4,936.61 REMARKS: CHECK# 4533 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS TRANSMITTAL MEMORANDUM Date: / --;;1t:.j - 0 1-- From: 0 JOSEPH A. CURCILLO, III j(JOHN R. BEINHAUR 0 ENCLOSED PLEASE FIND: 70Wvt ii h z:tA/I-r. mt~Urog thdt~ BEiNHAUR & CURCILLO ATTORNEYS AND COUNSELORS AT LAW 3964 Lexington Street HARRISBURG, PENNSYLVANIA 17109 (717) 651-9100 Fax: (717) 651-9200 Q 1',) c.r. <:) 0' (.J1 Oi .g: f .g :n (') o ~ ..... CI.l -- Q ~ ~ ~ ...,;) > (') ...... ..... o ::l o ::I. OCI ~ $lo) =jj' '0 ::I. ::l ,...... ~ ::I. ::l ...... ~ q, ~ ~ Ro ~ o ~ e ~ It" tT.l <: tT.l r ...... -- tv ~ -- tv o o -....) JB 717-651-9100 BEINHAUR & CURCILLO 3964 LEXINGTON STREET HARRISBURG PA 17109 ~-~ LTR SHIP TO: REGISTER OF WILLS 888-697-0371 CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 17013-3330 1 OF 1 PA 171 9-14 lUll/I I1II11 1111 IP TRACKING #: 1Z FF2 010 13 9799 2990 1..0 J r-- g c..........: ,- CL-,,; ~..... -' -- ') C5 ~TM UlS 9.0,19.0 WXPIE60 6Q,lA ]0/2006 c;;J I-OL{ - S-ss- I I I I I I I I I I I I I I I I I I I 2005 Inheritance Tax Return prepared for: JAMES FELMLEE 71 SOUTH LOCUST POINT ROAD MECHANICSBURG, P A 17055 I I I I I I WJ<' T PAO'O'.OOl 2C I I I I I I I I I I I I I ~ 15056051058 REV -1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Hanisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 1193-24-1336 105/05/2004 Decedent's Last Name Suffix I FELMLEE I I (If Applicable) Enter Surviving Spouse's Infonnation Below Spouse's Last Name I FELMLEE Spouse's Social Security Number \206-38-7565 FILL IN APPROPRIA TE OVALS BELOW [K] 1. Original Retum o 4. Limited Estate File Number INHERITANCE TAX RETURN RESIDENT DECEDENT OS~'7 Date of Birth I 106/20/1931 Decedent's First Name MI I I JAMES I ~ Spouse's First Name MI I CAROLE I ~ Suffix II THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS o o o 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 2. Supplemental Retum o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach Copy of Trust) o 10. Spousal Poverty Credit (date of death 0 11, Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number IJOHN R. SROGONCIK II (800) 823-3432 '" = Firm Name (If Applicable) I DEVANEY & CO., P. C. I First line of address I 222 SOUTH MARKET STREET SUITE 202 Second line of address I o 6. Decedent Died Testate (Attach Copy of Will) o 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes REGISTER S USE ~y :n C- '0 ):!<o :r- (") :z ~~,~~~~ ~ "C')C) ,..')Cj', r..~ -0 ::::: w .. U1 Ul City or Post Office I ELIZABETHTOWN State ZIP Code I ~ 117022 :'0 "I,) --1 .]:co- DATE FILED Correspondent's e-mail address:JSROGONCIK@DEVANEYCO.COM Under penalties of perjury, I declare that I have examined is return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct !ete, Declaration of p re -' er than the personal representative is based on all information of which preparer has any knowledge. PERSON S NS LING RETURN DATE 09/29/2006 CUST POINT ROAD, MECHANICSBURG, PA 17055 OTHER THAN REPRESENTATIVE DATE 09/22/2006 . MKT. STREET, STE. 202, ELIZABETHTOWN, PA 17022 PLEASE USE ORIGINAL FORM ONLY 15056051058 Side 1 15056051058 L ~ I I I I I 'n,,~ 0,.0)0'-00' '0 I I I I I I I I I I I I I I -..J 15056051059 REV-1500 EX Decedent's Social Security Number 1193-24-1336 Decedent's Name: FELMLEE JAMES C RECAPITULA TION 1. Real estate (Schedule A). . . , , . . , , . . . . . . . . . , , . . . . . . . . . . . . . . . . . , . . . . . . . 1. 477,293.50 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . , . 3. 90,000.00 4. Mortgages & Notes Receivable (Schedule D) . . . . , . . . . . . . . . . . . . . . . . . . . . . . . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . , . , . . . . 5. 10,030.87 6. Jointly Owned Property (Schedule F) o Separate Billing Requested. . . . . . . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested. . . . . . . . 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . , . , . . , . . . . . . . . . . . . , . . . . , . . . 8. 577,324.37 9. Funeral Expenses & Administrative Costs (Schedule H). . , . . . . . . . . . . . . . . . . . . 9. 15,982.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . , . . . . . . 10. 186,909.53 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . 11. 202,891.53 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . , . . . . . . . . . . . . . . , . . . . . 12. 374,432.84 13. Charitable and Governmental Bequests/See 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. 374,432.84 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.0_ 264,730.30 15. 16. Amount of Line 14 taxable at lineal rate X.O ~ 109, 702 . 54 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 4,936.61 19. TAX DUE. . .. . . . . ., . ., . . . . . .. . . .. . . . .. .. .. .. . .,. .. ..... .. .. . . " .. . 19. 4,936.61 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o L 15056051058 Side 2 15056051058 -..J \ 0 ~ ~ ~\~ ",. cQ 0 . \ . )(~ 0 ~ ~ 'i~ ~~ cQ ~ ~~\ ~~ ~ ~ ~\ . ':J \U .,e, tf. ~ .,,! 0 0 ~ 0 $ 0 )(~ 0 ~ 0 (0 CO 0 -i -i -i ""'~ . 0 C"l cQ cQ . CO ~ 0. to: to: CO ~CDc-i ~ ~ ~ ~ c-i ~ ~ ~ ~ ~1~ ~ 0 O~ (0 ~ ~ ~ C') .; ~~. ~ C') t:; ""' t:; .,,! .,e, t tf. .,,! ell 0 ~ Tn cQ S CD ~ ~ ~ 'S t too ~ CO 0 0 ~ CO Clli 0 0 0 ... CD .... ~ ~ S: C,) .. CD 0. ~ ~ ~ $ ~\~, ~ ~ ~ 0 C') G) ~ ~ I ell ~ ~ tIS ~ ~ 'i C') ~ ~ . 0 ""' , . 0 0 0 0 0 0 ~ Ci 1 -6 , ''i \ ! , ~ ~ s ~ ~ ~ C') C') C') 0 i , 0 0 0' 'ic.>0- 0- ~ \ 5'~~ ~ 02 , ~ $ ~ ~ ~ ~ o . co ~ S~ _C') cQ 0 C') C') ~~ ~ C')~ tiS C'i ~ ~ ~ - ~ '" ~tiS \U ~(O~'" .... ~ , ~!l!~ C,)cQ ~ :::~ (0 ~ g.~ ~ ~ t..: Ul ~ 0 0 _CD \io $ 0 0"5 , fI) C,)Ci~$ cQ~ "'~ i S~~O' $ $ ~! C,)o-%cQ ~ ~C,) CDe-~ ~ ~fI) -, fl)CDt u" , '5 0." &~ \U S g 0 !,C') g 0 ~t ~ CD 0 ti 0 ~(O ~ $ tiS tiS ~ . . eIIC"l , \U ifi CD ell \U -;S ~ C)- ~l ""' 0 ~ - , 0 ~ \io Z g ~ , 0 S 'r; (0 ~ CD ell ell '0 e - ~ S ~ ... 0 ~ I - co & 0 0 0 ""' RI1500 EX Page 3 Decedent's Complete Address: EDENT'S NAME LMLEE JAMES C STREET ADDRESS 3 LOCUST POINT ROAD File Number 21- 0 4 - 0 5 5 5 STATE PA CHANICSBURG Tax Payments and Credits: 11 Tax Due (Page 2 Line 19) 2 CredttslPayments A. Spousal Poverty Credit lB. Prior Payments C. Discount 3. Interest/Penalty if applicable I D.lnterest E. Penalty (1) , ZIP I 17055 I 4,936.61 Total Credits (A + B + C) (2) (3) (4) (5) 4,936.61 (5A) 481. 62 (5B) 5,418.23 4. I 5. I I I I I I Total Interest/Penalty (D + E) If Une 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. If Une 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes 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;............................................ 0 c. retain a reversionary interest; or. ....,.. ......'...,....... ..... ........................................ ... ...... ..... ....., ......... .....,..... .....,..... 0 d, receive the promise for life of either payments. benefits or care? ........................,...........,................................' 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .. ...... ...... ......... .............. ....... .... ....... ..... ..... ....., .................. ......... ..... ....... 0 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death?............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......,..,........ ..................... ...,.......... .... ...... .....................,............. ..... ................ 0 No ~ ~ ~ ~ ~ ~ ~ THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. or 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 (ree (3) percent [72 P.S. 99116 (a) (1.1) (i)). r 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 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and In9 a tax return are still applicable even if the surviving spouse is the only beneficiary. r dates of death on or after July 1, 2000: e 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)]. Ie 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 P.S. ~9116(1.2} [72 P.S. ~9116(a}(1)]. Ie 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. 99116(a}(1.3}]. A sibling is defined, der Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. WK4 T PA030~-003 20 I REV-1502 EX+ (6-98) I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER I JAMES C. FELMLEE 21-04-0555 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 relevant facts, Real property which is jolntJy-owned with right of survivol1lhip must be disclosed on Schedule F, I I I I I I I I I I I I I I I I WK'~ ',,"0305-00' 20 ITEM NUMBER VALUE AT DATE OF DEATH 1, 2 3 4 5 6 7 DESCRIPTION 1.13 ACRES LAND; l164 W. TRINDLE RD., MECHANICSBURG, PA l7055; 50% INTEREST AS TENANT IN COMMON; ASSESSED VALUE OF PROPERTY AT DATE OF DEATH - $123,500 - SEE ATTACHED EXHIBIT A 36 ACRES LAND; FANNETT TWP., FRANKLIN COUNTY, PARCEL B-29-290; 50%INTEREST AS TENANT IN COMMON; ASSESSED VALUE OF PROPERTY AT DATE OF DEATH - $2,040 X 6.45 = $l3,158; COST WHEN PURCHASED 10/2001 = $56,000 .41 ACRES LAND; 1261 INDIAN PEG ROAD, MONROE TWP. CUMBERLAND COUNTY, PA; 50% INTEREST AS TENANT IN COMMON; ASSESSED VALUE OF PROPERTY AT DATE OF DEATH - $25,000 - SEE ATTACHED EXHIBIT B RESIDENTIAL REAL ESTATE; 133 LOCUST POINT ROAD, MECHANICSBURG, PA l7055; ASSESSED VALUE AT DATE OF DEATH - SEE ATTACHED EXHIBIT C 1.76 ACRES LAND AND BUILDING; 1172 AND 1174 WEST TRINDLE ROAD, MECHANICSBURG, PA 17055; 50% INTEREST AS TENANT IN COMMON; ASSESSED VALUE AT DATE OF DEATH - $237,390 - SEE ATTACHED EXHIBIT A 1.01 ACRES LAND AND BUILDING; 5 AND 5B N. LOCUST POINT ROAD, MECHANICSBURG, PA 17055; 50% INTEREST AS TENANT IN COMMON; ASSESSED VALUE AD DATE OF DEATH - $134,020 - SEE ATTACHED EXHIBIT A .06 ACRES LAND AND BUILDING; 35 EAST LOCUST ST., MECHANICSBURG, PA 17055; 50% INTEREST AS TENANT IN COMMON; ASSESSED VALUE AT DATE OF DEATH - $65,450 - SEE ATTACHED EXHIBIT D; SOLD FEB. 28, 2005 FOR $62,000 LESS SETTLEMENT COSTS OF $4,523 ($57,477) - SEE ATTACHED EXHIBIT E 61,750.00 28,000.00 12,500.00 160,600.00 1l8,695.00 67,010.00 28,738.50 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 477,293.50 I REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS I I ESTATE OF JAMES C. FELMLEE FILE NUMBER 21-04-0555 All property jointly-owned with right of survivorship must be disclosed on Schedule F. I I I I I I I I I I I I I I I ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. N/A I WK'T '''0305-005 20 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) I REV-1504 EX+ (6-98) I COMMONINEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSEL Y.HELD CORPORATION, PARTNERSHIP OR SOLE.PROPRIETORSHIP ESTATE OF FILE NUMBER I JAMES C. FELMLEE 21-04-0555 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. I I I I I I I I I I I I I I I ITEM NUMBER 1, DESCRIPTION 50% INTEREST IN PARTNERSHIP, "AFFORDABLE 50'S". PARTNERSHIP INSOLVENT AT DATE OF DEATH VALUE AT DATE OF DEATH 2 100% INTEREST IN SCHEDULE C, SOLE PROPRIETORSHIP "JAMES C. FELMLEE - BINGO AND SMALL GAMES OF CHANCE SUPPLIES" - VALUE OF SUPPLIES INVENTORY AT DAE OF DEATH 90,000.00 SEE ATTACHED VALUATION REPORTS FOR BOTH OF THE ABOVE ENTITIES LABELED EXHIBIT F AND EXHIBIT G RESPECTIVELY. NEITHER ENTITY OWNED REAL ESTATE. I WK4T '''0305-006 20 TOTAL (Also enter on line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 90,000.00 I REV-1505 EX+ (6-98) I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-l CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT I ESTATE OF JAMES C. FELMLEE 1 . Name of Corporation N / A FILE NUMBER 21-04-0555 State of Incorporation Date of Incorporation I Address I City 2. Federal Employer I.D. Number 3. Type of Business State_ ZIP Code Total Number of Shareholders Business Reporting Vear Product/Service I 4. Common $ $ I Preferred I Provide all rights and restrictions pertaining to each class of stock. 5. Was the decedent employed by the Corporation? ................................... DVes D No If yes, Position Annual Salary $ Time Devoted to Business I I 6. Was the Corporation indebted to the decedent? . . . .. . . . . . . . . .. . . .. . . . . . . . . . . . . . . . . . . DYes D No If yes, provide amount of indebtedness $ 7, Was there life insurance payable to the corporation upon the death ofthe decedent?.... DYes DNo If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-82? DYes D No If yes, DTransfer DSale Number of Shares Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers and/or sales. 9. Was there a written shareholder's agreement in effect at the time of the decedent's death? . .. DYes DNo If yes, provide a copy of the agreement. 10. Was the decedent's stock sold? . . .. . . . ... . . . . . . .. . . . . . . . . . .. . . . . .. .. . . . . . ..... . . . . DYes D No If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedent's death? . . . . . . . . . . . . . . . . . . . DYes D No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? . . ... .. .. . . . . DYes D No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. I I I I I I A. Detailed calculations used in the valuation of the decedent's stock. I B. Complete copies of financial statements or Federal Corporate Income Tax returns (Fonn 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D, List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. List of officers, their salaries, bonuses and any other benefits received from the corporation, F, Statement of dividends paid each year. List those declared and unpaid. I G. Any other information relating to the valuation of the decedent's stock. '11"" .A030;-00' :: (If more space is needed, insert additional sheets of the same size) I I REV-1506 EX+ (9-00) I I I I I I I I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT ESTATE OF JAMES C. FELMLEE 1. Name of Partnership AFFORDABLE 50' S Address 1170 TRINDLE ROAD City MECHANICSBURG 2. Federal Employer I.D. Number 25 -16 4 0 218 3. Type of Business SALES - USED AUTOS FILE NUMBER 21-04-0555 Date Business Commenced 04/01/1990 1231 17055 Business Reporting Year State P A ZIP Code Product/Service SALES 4. Decedent was a IX] General D Limited partner. If decedent was a limited partner, provide initial investment $ 5. A JAMES C. FELMLEE B. ROONEY L. FELMLEE C. D. 50.0000% 50.0000% 50.0000% 50.0000% -r 6. Value of the decedent's interest $ I 7. Was the Partnership indebted to the decedent? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . D Ves IZJ No If yes, provide amount of indebtedness $ 8. Was there life insurance payable to the partnership upon the death of the decedent? . . . . . DVes!Xl No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy I 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31-82? DVes IZJ No I I If yes, DTransfer DSale Percentage transferred/sold Consideration $ Transferee or Purchaser Attach a separate sheet for additional transfers and/or sales. 10. Was there a written partnership agreement in effect at the time of the decedent's death? . . . . . DVes IX] No If yes, provide a copy of the agreement. Date I I I I I I 11. Was the decedent's partnership interest sold? .. .. . . . . .. . . , . . . . . . . . . . . . .. . . .. .. . . . . . . . DVes IX] No If yes, provide a copy of the agreement of sale, etc. 12. Was the partnership dissolved or liquidated after the decedent's death? .................. DVes IX] No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent related to any of the partners? . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . IZJVes D No If yes, explainREMAINING PARTNER IS DECEDENT I S SON 14. Did the partnership have an interest in other corporations or partnerships? . . . . . . . . . . . . . DVes l&J No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. A. Detailed calculations used in the valuation of the decedent's partnership interest. 8. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years. C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedent's partnership interest. WX4':' ?A0305-0oe :0 I REV-1507 EX+ (6-98) I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER 21-04-0555 All property jointly-owned with right of survivorship must be disclosed on Schedule F, ESTATE OF I JAMES C. FELMLEE ITEM I NUMBER DESCRIPTION VALUE AT DATE OF DEATH N/A I I I I I I I I I I I I I I I "". ~ '''0305-009 20 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional shee1s of the same size) I REV-1508 EX+ (6-98) I I I I I I I I I I I I I I I I I I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF JAMES C. FELMLEE FILE NUMBER 21-04-0555 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property joi~ed with right of survivorship must be disclosed on Schedule F. 1 DESCRIPTION HOUSEHOLD FURNISHINGS, AND MISCELLANEOUS BELONGINGS COMMERCE BANK CHECKING ACCOUNT 100 SENATE AVENUE, CAMP HILL, PA 17011 AIC NO. 0030000541 VALUE AT DATE OF DEATH ITEM NUMBER PERSONAL 10,000.00 2 30.87 WK4 T PA030~-OlO 20 TOTAL (Also enter on line 5, Recapitulation) S (If more space is needed. insert additional sheets of the same size) 10,030.87 I REV-1509 EX+ (6-98) I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF I JAMES C. FELMLEE FILE NUMBER 21-04-0555 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. I SURVIVING JOINT TENANT(S) NAME A. N/A I B. I I c, I JOINTLY-OWNED PROPERTY: ADDRESS RELATIONSHIP TO DECEDENT LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF ANANCIAL INSTITUTION AND BANK ACCOUNT ru.lBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY -HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. TOTAL (Also enter on line 6, Recapitulation) $ I I I I I I I I I I I "". T PAC30'-OL 20 (If more space is needed. insert additional sheets of the same size) I REV-1510 EX+ (6-98) I ESTATE OF FILE NUMBER I JAMES C. FELMLEE 21-04-0555 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the next page of the REV -1500 COVER SHEET is yes. I I I I I I I I I I I I I I I I COMMONINEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE INCLUDE THE NAME OF THE TRANSFEREE, THEIR RElATIONSHIP TO DECEDENT AND NUMBER THE DATE OF -mANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPUCABlE) VALUE 1, N/A TOTAL (Also enter on line 7 Recapitulation) $ WX4':' PA0305-01.2 20 (If more space is needed, insert additional sheets of the same size) I REV-1511 EX+ (12-99) I ESTATE OF I JAMES C. FELMLEE I I I I I I I I I I I I I I I I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ITEM NUMBER A. 1. 2 B. 1. 2. 3. 4. 5. 6. 7. 8 WK4':' ?A030=-013 20 FILE NUMBER 21-04-0555 Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: MALPEZZI FUNERAL HOME RECEPTION - AMERICAN LEGION POST 109 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)JEIN Number of Personal Representative(s) Street Address City State AR ZIP Yea~s) Commission Paid: Attorney Fees Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State_ ZIP Relationship of Claimant to Decedent Probate Fees Accountanfs Fees Tax Retum Prepare(s Fees ADVERTISING - CUMBERLAND LAW JOURNAL ADVERTISING - THE SENTINEL TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) AMOUNT 5,059.00 165.00 8,000.00 388.00 2,200.00 75.00 95.00 15,982.00 I REV-1512 EX+ (12-03) I I I I I I I I I I I I I I I I I I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF JAMES C. FELMLEE FILE NUMBER 21-04-0555 ITEM NUMBER DESCRIPTION Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. VALUE AT DATE OF DEATH 465.00 1, SILVER SPRING AMBULANCE ASSOCIATION MORTGAGE PAYABLE TO FULTON BANK, P.O. BOX 69, EAST PETERSBURG, PA 17520; AIC NO. l57-0001-9702167-9002. MORTGAGE PERTAINS TO PROPERTIES 1,5,6 AND 7, PER SCHEDULE A. OUTSTANDING BALANCE AT DATE OF DEATH $303,297.04 PLUS ACCRUED INTEREST OF $301.22. SEE ATTACHED EXHIBIT H. MORTGAGE PAYABLE TO FULTON BANK, P.O. BOX 69, EAST PETERSBURG, PA 17520; AIC NO. 157-0001-9702l67-0l01. MORTGAGE PERTAINS TO PROPERTY 7, PER SCHEDULE A. OUTSTANDING BALANCE AT DATE OF DEATH $27,095.12 PLUS ACCRUED INTEREST OF $18.56. SEE ATTACHED EXHIBIT I. FEDERAL, STATE, AND LOCAL INCOME TAX LIABILITY ASSOCIATED WITH FINAL LIFETIME INCME TAX RETURNS OF DECEDENT OUTSTANDING UTILITY BILLS; PP&L, UNITED WATER, YORK WASTE DISPOSAL, CLAYS SERVICE CENTER (FUEL OIL) . OUTSTANDING REPAIR & MAINTENANCE BILLS; HOME DEPOT, LOWES, R. PAZOIC (DUNCANNON, PA), TAYLOR RENTAL. OUTSTANDING PROFESSIONAL SERVICE FEES, (BEINHAUR & CURCILLO, ATTORNEYS). OUTSTANDING LIABILITY INSURANCE, (PENN NATIONAL INSURANCE CO.). OUTSTANDING REAL ESTATE TAXES MISCELLANEOUS OUTSTANDING BILLS CAPITAL ONE PLATINUM MASTERCARD ACCOUNT P.O BOX 85l47, RICHMOND, VIRGINIA 23276 AIC NO. 5291-4922-6196-4726; SEE ATTACHED EXHIBIT J. PLATINUM PLUS VISA; P.O. BOX 15483, WILMINGTON, DE 19850-5483; AIC NO. 5474 9756 0031 0501; SEE ATTACHED EXHIBIT K. PROVIDIAN NATIONAL BANK; NEW HAMPSHIRE; AIC NO. 4185-5525-2460-0086; SEE ATTACHED EXHIBIT L. 151,799.13 13,556.84 5,100.00 1,531.61 1,286.33 935.00 324.00 21.17 327.00 10,475.54 59.57 1,028.34 WK4:- PA0305-0H 2C 2 3 4 5 6 7 8 9 10 11 12 13 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 186,909.53 I REV-1513 EX+ (9-00) I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF I JAMES C. FELMLEE NUMBER I I I I I I I I I I I I I I I I I WJ<4T PA0305-015 20 FILE NUMBER 21-04-0555 2 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] CAROLE L. FELMLEE - 206-38-7565 133 N. LOCUST POINT ROAD MECHANICSBURG, PA 17055 ROONEY L. FELMLEE - 187-38-0844 71 SOUTH LOCUST POINT ROAD MECHANICSBURG, PA 17055 DARYL J. FELMLEE - 162-40-7120 BOX 243 KOOSKIA, 10 83539 MELISSA D. HERSH - 196-50-9196 4345 CARLISLE PIKE CAMP HILL, PA l7011 RESIDUAL BENEFICIARIES: 1.) CAROLE L. FELMLEE - 34% 2.) ROONEY L. FELMLEE - 22% 3.) DARYL J. FELMLEE - 22% 4.) MELISSA D. HERSH - 22% RELATIONSHIP TO DECEDENT Do Not Ust Trustee(s) AMOUNT OR SHARE OF ESTATE SPOUSE 264,730.30 SON 43,679.02 3 SON 33,011.76 4 DAUGHTER 33,011.76 II ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- 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) I REV-1514 EX+ (12-03) I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN (Check Box 4 on REV.1500 Cover Sheet) I ESTATE OF JAMES C. FELMLEE FILE NUMBER 21-04-0555 I This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. o Will 0 Intervivos Deed of Trust 0 Other I I I N/A o Life or 0 Term of Years_ o Life or 0 Term of Years I o Life or 0 Term of Years o Life or 0 Term of Years o Life or 0 Term of Years_ I 1. Value of fund from which life estate is payable ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $ 2. Actuarial factor per appropriate table ..................................................... Interesttablerate-031/2"1o 06% 010% OVariable Rate % 3. Value of life estate (Line 1 multiplied by Line 2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $ I I I o Life or 0 Term of Years_ o Life or 0 Term of Years I o Life or 0 Term of Years o Life or 0 Term of Years I 1. Value of fund from which annuity is payable ............................................... $ 2, Check appropriate block below and enter corresponding (number) . . . . . . . . . . . . . . . . . . . . . . . . . . . . Frequency of payout -0 Weekly (52) 0 Bi-weekly (26) 0 Monthly (12) o Quarterly (4) 0 Semi-annually (2) 0 Annually (1) 0 Other ( ) 3. Amount of payout per period ............................................................ $ 4, Aggregate annual payment, Line 2 multiplied by Line 3 ..................................... 5. Annuity Factor (see instructions) Interest table rate - 03 1/2% 06% 0 10% 0 Variable Rate % 6. Adjustment Factor (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ I I I I I NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax retum. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13 and 15 through 18. WK4 ':' ?AO~:~-":'lE :c (If more space is needed. insert additional sheets of the same size) I REV-1647 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE M FUTURE INTEREST COMPROMISE I (Check Box 4a on Rev-1500 Cover Sheet) ESTATE OF I JAMES C. FELMLEE FILE NUMBER 21-04-0555 I This Schedule is appropriate only for estates of decedents dying after December 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax retum. D Will D Trust D Other I I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY 1.N/A 2. 3. 4. 5. II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. D Unlimited right of withdrawal D Limited right of withdrawal Ill. Explanation of Compromise Offer: IV. Summary of Compromise Offer: 1. Amount of Future Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) . . . . . . . $ 3. Value of Line 1 passing to DOuse at appropriate tax rate Check One 0 6%, 3%, 0 0% ........................ $ (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate Check One 06%, 04.5%............................... $ (also include as part of total shown on Line 16 of Cover Sheet) 5, Value of Line 1 taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) . . . . . . . $ 6. Value of Line 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) . . . . . . . $ 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) . . . . . . . . . . . . . . . . . . . . . . . . . $ - " - (If more space is needed, insert additional sheets of the same size) I I I I I I I I I I I I I l.n<4. ?A03C;-Ol, .0 IREV-1649 EX+ (6-98) I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 0 ELECTION UNDER SEC.9113(A) (SPOUSAL DISTRIBUTIONS) ESTATE OF FILE NUMBER IJAMES C. FELMLEE 21-04-0555 Do not complete this schedule unless the estate is making the election to tax assets under SectIon 91131'A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement a separate fonn must be Ii eel for each trust I This election applies to the Trust (marital. residual A, B, By-pass, Unified Credit, etc.), If a trust or similar arrangement meels the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule 0, and lb. The value of the trust or similar arrangement is entered in whoie or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or sim- ilar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal I representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule 0, The denominator is equal to the total value of the trust or similar arrangement. Part A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113(A) trust or similar arrangement. Description IN/A Value I I I I I Part A Total $ I Part B: Enter the description and value of all interests included in Part A for which the Section 9113(A) election to tax is being made. Description Value I I I I I I ~K_7 PA0JOS-d' .c Part B Total $ (If more space is needed, insert additional sheelS of the same size) DUMlICI TNII PIRIOD PAY THIS AMOUNT .nJL 15-811' 15 200. . ~,). 42 8SI' J,fj-NOV 15 2004 , ~ ~'.l NOV It-DEe 15 2004 4:oi F YOUR ''''' "I IN UCROW ........ 'OAwAAD TN UrfO~!G~ COMfiWtt. 38"'OI,~'''OG8"'''~''- ~ 1.172 ~ 1t0l.D ././ , 1174 ....~ ~1t(W) ual LO'1I). PI 68 PG 101 I I I I I I I I I I I I I I I I I I I AU G - 0 3 - 2 0 0 6 T H U 05: 4 1 P Iv! IfIW [RC!110 FAX No. 71 7 6 ~ 1 9 2 0 0 BB/02/2eJ06 14: B2 7177ge82es.. . e. . ,,,.~ AFF5l3S J ~~E p~ 1M YEAR "SAI. EST/HE TAX NOTICE ""ft IMICItCttlCICB D~ IASEJlOU 1fIJ:S'r JIQM .. 11&1) ~-5 " SEPT 9 ~ U - ~A'IAIU!To. 269 WOODS DIl.XV!l CJ.08&D 8/23-8/a, M&cu"--'"'G P_ 1705C) 2~35 MDN It WJm 9-1 Oft 20 TIIRU D.C l' ..-'......liiI"''"', I>> - g CALL I'Oll HOTJaS Die 20-1'1. a8 ~ONI (717) 597-1294 CLOSlD H~~' SCHOOl ~!AL EsTATI f 1 - ----._H--- 10,202 M:iu.. ~.. 2,421.85 TAXIS AI"! Due AND PA'fAlL! - PUASE PAY fIM)tIPTLY 1 \. ..' ,'~:;I.! ftUlL&&, 1l.00WI1" L " J'AH&8 c . .71 1OO'fH LOCU8t PO%lIl~ RQAD )d:CJQliIlCSaul,12, PA 17011 JNPM)TAAEB W1C.~ 1r'TURNED OV'eA'OR OElINQuaft" COLLECTtON AFTER: DIGCl:tGD 15, 2004 F YOU DI!SIM A RECEIPT, ENCLose ^ SlAMflE.O ADDRESSED ENVELOPE WITH AU. COPIES. ADDITtONAl RECElPTB WILl. BE FUIltNISHED FOR $1.00 eACH. ... cv.SCM 0$'" SllVEA'SPR"'JNG c:: ~ - S 21)". J ,n,.. ..... ...,ATE TAX ....... ... i I .. WClCHCCICa ~ BU&1C01UC WI&$T MDN ~ no 0-1 ,. un 9 , 14 7-iee .'IM1.ITO: 2.' WOOD. nR~ Q,OBI) 8/23-8/29 J:D " 1IBD 51-3, Uft 2D DIlU DlllC 15 NIICIWtICUUltC,~" 17050-2'31 ~ ~ ROUlt8 1)10 20-ftB 28 >>RC8 (117) 697-12Sl4 CI.OIID HOLIDAYS ~)(h'\ ~ I~ o03A PAGE El3 IILL NUWlIR l.AHD ""'''- TOTAL 1461 '..100 1.. . JIG U1.no, lIlI.l.lIUlol.rll l.ANll IMPft. TOT~ 1462 lIt,'.o 1,04.120 134,020 . ...,-.. SCHOpL M'AL ESTATE " 10.202 HUla ....- 1,'41'7.27 DURING THIS PMlOD PAV THIS .u.tOUNT I1t7%o 15-R1' 15 2004 . cr~~1! SIP 16-NOV 15 2004 : NOV U-DIIC 1S 200& ._~ DUFUNG THIS PMIOD ~ 15-IBP 15 2004 BP 16-NOV 1.5 2004 . ""'" if-DlC .. .... .... IF YOUR TAXES ARE '" ERAOW' JlUWlI FORWARD ~.!I~~-' 38-0~-05:U...Ol0 11454 DD1DU ROAD sa 0641 ~aial - X. rAXE. ARa,DlJI NlD PAYABLe - Pl.IA$E PAY ~o..-n.y IZI.MLEB, ROOMZY L ~ JAMIe C '71 lOU!'H l.0C0'ST ~~'r ~AP !CCHANICSWMG, ~~ 170S! NPAID TAXes WIIJ.. TURNED OVE~ POM DI!LlNQUDIT cou.ICTION AlITER: DSCIMBD 15, 2004 . YOU CUI'" A RlCEIPT, fNCLOlI,A STAMP!:D ~18HO INWl.OPE WITH Al.1. COP".. ADDITIONAL Rec!.l,,-s Will HI! FUNNI18HI!D POR $1,OD l!ACH. " vOl III WAR cv scl1 DSTI SILVER 8PRIHG Jm,Y 1 ,,~ EST~TE TAX f4011CI OIl" =-~ DEDA IWIIlOP WIEST ~ "2~::/:g SIn sa , U 2ft 'ItOOJ). n"NJ; .. r. WID 1-1 Rll'1! 20 DIltl I).C 15 !GlCBAl(lCDURC, 1'A 1'7050-2"5 cu.:r. 1'OIl. IIOVRS DEe 20-I'EB 28 PHONB ('17) 69i-12~4 CLOBID ROL~YI . ~:::.:::^'"[ n - I 'AllO'NUlI:IUI AHD PAYABLE - PLIME PAY ~O.TLV i I'EUCLD, JlCQMEY L , JAMIe c 71 80tnH LOGOn fOnrr ROAD MBCHMICSBtJRG, PA 17 05S ~"ID TAXES WtlL BE TURNED OveR FOR DELINQUENT CO\.I.&CTION AFTER: OaCBH8lCR 15, 2004 YO\,) OE!SIRE A RECEIPT, ENCl.OSE A STAMPED ADDRl:SSED ENVElOPE wrrH ALL COPIES. IILL HUMII~ lAID 1WIt. TOTAL 1463 l:U, illQ I) 123,100 'AY THIS AMOUNT I I I I I I I I I I I I I I I I I I I Page 1 of 1 G<~I~':i- b Detailed Results for Parcel 22-12-0348-070. in the 2004 Tax Assessment Database ./Vl~~ ~- DistrictNo 22 Parcel_ID 22-12-0348-070. MapSuffu: HouseNo 1261 Direction Street INDIAN PEG ROAD Ownerl FELMLEE, JAMES C C/O Prop Type L1 PropDesc Liv Area CurLandVal 25000 CurImpVal 0 CurTotVal 25000 CurPrefVal Acreage 0.41 CIGrnStat TaxEx 1 SaleAmt 1600 SaleMo 11 SaleDa 21 SaleCe 19 SaleYr 90 DeedBkPage 0034W -00567 YearBIt HF _File_Date HF _Approval_Status htrn://taxdb.C9pa.net/ details.asp?id=22-12-0348-070.&dbselect= 1 6/26/2006 I I I I I I I I I I I I I I I I I I I Page 1 of 1 E~k\\n C- Detailed Results for Parcel 38-08-0569-007. in the 2004 Tax Assessment Database DistrictNo 38 Parcel_ID 38-08-0569-007. MapSufflX HouseNo 133 Direction N Street LOCUST POINT ROAD Ownerl FELMLEE, JAMES C : C/O PropType R PropDesc Liv Area 1736 CurLandVal 46300 CurImpVal 114300 CurTotVal 160600 CurPretv al Acreage 1.13 CIGrnStat TaxEx 1 SaleAmt 42500 SaleMo 2 SaleDa 22 SaleCe 19 SaleYr 83 DeedBkPage 0030B-00534 YearBlt 1961 HF _File_Date HF _Approval_Status http://taxdb.ccpa.net/ details.asp?id=3 8-08-0569-007 .&dbselect= 1 6/26/2006 AU G - 0 3 - 2 0 0 6 T H U 0 5 : 4 1 PM [(1m aRClllO 0a/~2/2ee6 14:02 7177958205 FAX No, 7176519200 AFF585 J FELMLEE DIS ~~~ 11-p, o~ PAGE: ell I I I I I I I I I I I I I I I I I I I Iii TAXIS ME ESCR0W60. ~ORWAHD THIS BIll. TCJ 'fOUR MORTGAGe CO. $1 ,00 JIll Fa~ E;.AC~' ADDI'J'/QNAI 'If, CElPT :f 1 AeH~. AaIdMlIIl BulIdlng RESIDENTIAL PAID laW a025~lS i/,R/ltY HECKARD TAX CILLftiTI/t HECli,Amr~~IIRr. . -A\'MI.I 1'0; tA,ll PAlBI ~EWl.iE. JAMES C , ROONEY L FELMLEe 71 SOUTH LOCUST POINT AOAf) MECHANIC_URG PA. '17055 om:lI MAR-APR. rUES & THURS 10AM-4PM IIllUIIII WED ~7PM MAY-.IUN! TU!S \Q..4PM W!D 5PM-7PM OR CALL FOR APPT Cl.SD 3/.c, &121-50, ELrCTlON DAV Ann" 81. with Paym.nl For. AlcelPc', EPlclose Sell Addraud'S1:ampod lifWelope, . -5~ 7 )/.7/tt / ~ ,ZlIlJ'I, . . 'I.""IIIJ/e, pt/ ~-''''?:I .zN6 -- lit ? (!AI.L mt . I 09/14/2006 08:35 71 77958205 AFF50S J FELMLEE DIS ",-- PAGE 01 ? ~ I ' ~~ '.~ 1\ \-,-, I -.--.------.,.-.--,-.. u: $', [)l!,"A1rrr.1f.;N1 Qf ~I;:;i;: ,~~ ;;ri" l)k.!!l,ll\l', l)c:v~L(ipMi:'N':'-'~- ~;fo "fTLEM( r" '" ".A '! !j,E N ' ...... ... -. ,- --.-.. ---'OMA No'.-2~(li.o~r.l5' T .tleprQ lor ~'~lndowS '" I RIVERSIOE LAND TRANSFERS. L.L.C. 301 Market Street, Suite 100 Lemoyt'le. Pf.ll ?ti4:"f) 109 (717) 441 1~)55 I j --.-. .--.. .....--.-..... -...-.-...___...,.........__ -_____ __1___ ___ I .' \la:_''!?nl Of >IC!l,Jitl seUlamont c~t$, AmoUl1tt paiO to ana by the tellltN"ent agent ar. .how" I ,.','."lJe I". \:Jt)~,n9.: Il\e~ Ife .hawn here for ,nform"iOll PU'POsel and .re 1I0t fneluded 11'1 the tOla'. -'1._ ,- ...ll! AHo.ODRfssonELlEif--- -- r ..w.---"O"OR.... OF r.iiii.. n - -- --- -- : ~el/r'''l L Fe.m.. N.tiollal CIly Mo"~ Co. . a d,v.'1Ofl 01 N.\lo,..1 Cily A~nk of I~i.n.. : . 37.;1, New"'~Ull Orlv,", , I Mlatnlsburg OH . .' -.....-- __,______--1.... -..-.-......_._.. ...... _. .' ..._....__._1 · :.[: 1 i.e.MENT ACEN1. AIVef&lCle und Y,.nt(o". L L.C. I. SETTLEMENT CA TE r.b 28 2006 ------- If TYPE 6, tCWi ! UHA ~.~-(T2."~.MH;.; ---'u-;, CON,i"UNiN$~---'; 04. VA 0 S. CONY, INS. _I 6 Flli HUMBER Iii I.OAN NUMOE.~ I 140761 0003857C76 : 'f _. "~-'_._,- . ...._-- .,- -.--_ t MORT INS. CA:S~ I\jQ, I I G, Thll~ 10''''' ;; i;;(;"sned"-logr;C 'y(! item. 1'I"I..,"'ea . (p.o,C,), were ,,;,(1 I : ANO AOoRfSSOF BOJt~OWt;J'" , 1141119', .Jr., J\II Ft Miller ---..... 'fiH"V LOCATION, W$I $t,..1 I ~$bUf9' 705S e'illufg BorOU91'1 .nd County. PIA. 'L'V.C L ",. &ErrLEMENT: 301 M,rket Street, S\llle 100. LemQyno. PA Morl'blY 1100 AM . -..--. -------.-----.---....- - - -- I =::VouC: =;~=~:~:~~~.7~r10J~,-..-.. i1ract '.Ie'~ '.. J:- 62,000.00 I ~' PrOl)tl'ly __....,L U.m.nl Charges llon& 14()t)) i -.,..., '....-..'t-.. ----- '.', -- ....- .', \..----... I 3.188,09 I(. tUMIWt,' Ofieu..ER":"S -iRANsAcTioN'. 400. GI'G" AmotHM Due to 9.-1., 401, CentrIC( SAles plrtf: 402 Per;;;;' Prop.((~ -. 103. 404 .,~"--'--------'" ,--. ,-'....'.- --... -_.....--_..,.-..~......_..-,-- " W,wlltMentl fOf IIems p;a:d III .1<l\l""'~. t.y '.e; !:':~' .fTown till I illly/-City Ilia ,eSlmeM!l ~I T.. 02/28/05 10 06130105 ver!Rcfu~ J F .~.1 1)2.'23105':,~' !....- --..--...--.. ... ounts Paid I!ly 0, In Beh41f Of Borro...,e, 10&" 0' CI~'fl.'ll'I"Io"ey ..,--~--" ,--... IleI!).1 Amount of new IO~"'(~1 >ling loal\(t) lalr.ltf' slItrjll,llo n~ ~"~-l' 1_.._ &2,328.68, .' r , '522 ..>,' .t I ," Amount OU~ from I!lcrrowt!r ---....-.. - S11) CityfTown Cal( 61 1, COooty/Clly l,,~ 01101105 \0 O~/28106 499". 512. ~,e~Sme,.ls .._...~-------- 1 513 Scllool Tp \ ,.. I I 09/14/2006 08:35 7177958205 ...... "'._~,,, ~'" AFF50S J FELMLEE DIS -("x:'n \ '0 '~Gf 02 Z./~ I llSJu't"'enIS for Ilen'~ 11:1"." ,I;: ~;-_. -.- ,"IliYIc"y !oJ. e!Ollmel'l:> ~ol Tal CZ!2S/0t. "~"': .er!Relvse J f~.i'---:rr,i,'i:;; I I 'I' AmQunl Due from I"I1')..c.'.....' ounupald ey o':'r:~!.hii!!..(J~', ltl&il 0' "lltl'.': "'vl'le 1 ~\O\lrii;;rn~~:/I~~2~~~. .. 5till9 10311(') la~.w'"' S"i'I~~1 ~.. I I I ;;;-b,sc:ovt\t C",dif )f.elltion Fe~ C.r~dlt I ,-- AdjU$i;;;;n..j~-;-,i~:,.> \fr'I," (fTOW" fa. .-----.... l,nty/City la~. 0 liO ~i(:~, --.-......' \ps'm~ht~ . ----.--- I ~o, r,lJ( I I lnl Potd 8)1/f:cr BOffOWll'r I ~~.H AT SenLEM'r;N:r'i:'~r";:'" '> ~ A'"l du@o ~(Of~~' ~; '.II ;::',.~'.;-:- ;:w. #:./..mt paid by/lor tloi(7).~~7"\,;;.~ I 10 I: ::J t ROM C10 I I tL.SII " 0, ~.~.~ ..,:1 .....' ~_. I I ~ I I ,.C. .',.~ ,-~., ~ ' ~: "'15--'-" 2U3G 3532 Adt\lltrnenlA for lien', oald In o1\1Vailea by ..11.,(. 40S.CtlyfrQ;;ia( .., .., 407. Covnty/Clty la, 40i-A1i.$~;nel;\5 409. 3choOl Tall OZl28,OS to 06/JOJOS 4iO' sewef1R8r~~'-O:U2iToSulOOJla l ,0{, 411 41!.----.--... -..." ... .--.. 66,116,77 1 420, Glasa Alnollnt gua 10 Sell.' .._.__.....,~._...__._-~._--_.__....._...._,_..-......_--_..... " ... ..........-.. ~ ~()O. ReductlollC In Amou,,' Due To $.lIe, I .. =-~. 50 I Ellcti~ d.~$ll (see Inslru<.lk)I\Il) - ~___:r-- ~ "_ ~~,.OOQ. O~~.Ol Settlement charges 10 i!.IJel (line 1~OO) =t=r-:-4,:)22~J 503 Eltl$t:ng1oanlsj lak4lfl sub,ect 10 I '--"'--' ~04, PayQffl)(Flfsl Mor1g3ge Llll" -- -i .--...".,1 Fullo" Fmanc.l:41 C~'~'Q'atl~n ___ 33.00~ "01 0_ ".~ :_::~OI:::A~"~~_L:," on __n _ I ___._.' "'"'~,(lO ~1 .. .' '___....._..,_ __'. ..,. __.... _..,.........,_1..._.,...._.. !ioa".'.-' i ...,...--- .------.---..-.-..--......--... ..-.....-.--... -. . -... .._-j.~.- ...-.- ----l !~'-_o-Adi-=t.To;oi~ ~..db;..ir."'--O- 0..1 ------ ". S10 CltylTOWllllX ...---...--, - .....--~ ::=-.'.. 4~'04 I ;'j 1. Coonly/Clty tall ~1105 ~~/2~-- 49,9" !it2 As~~s,mltfll~ 513 SchOO' Ta~- ^" ,_.u________ "'~..- -'.' ,- }:i----... --...--... ..-......--- -..--..,. ._--,' '-'." '-"-^3 .,,-,-"'-- '5'i6'-. -- -- .--.- - - ----, ...- - -.....-. --_. ... ----- - 517-" . ..- --- -. - . .-.. ". - -. . - - '... -.. .. n - .. '. -....--.....-----. ....-.'*'""-- -..-..-- -.- "~, .~~~~.....-~:~=~=~~,.~~_.--.=-. ~~.',~ .:~~.~ :J:=~-.=:=.1 : I ..,.~~!.~:~~ 5~!~~~~~~I.~~~~.~~.S~I~.:,.. ,__ ....__._..1._ _~~~~ ''>00, CASH AT SETTLEMENT To/From SIEL.I..EH ' -~',~.t" C\(J 1. CIO$S A;~'lount d~ Sellef (hl)e 420;-- . _. ~i'.982,94 ~~~~~.!!.!.~.~~~!,~efle; (f,f,e 520) -' I .~. , ~'J 1 8,1JJ,BJJ' tio) C~$1l ~ 'ro 0 FROM S.Utt .._','-~---' -..---"'^..,-.......---...-. ..... ....., - '. .-... ... - "07411.801 .......,._.J ....-.. .., ...... ---....., ..-............-- ~; L~~ L~Ll [1, 1~1311 'S. 'i.Z; ,\1:!i'I.Ll.13;J '~~lJa;3 :e t,[ 9l3.~~iJ-80 ../lIIi I 09/14/2005 08:35 71 77958205 AFFSBS J FELMLEE DIS PAGE 03 ~ E-~ ,,^', D '1"""\ \:: 3./<-1 N.~l\lN ~lty lank of lftdIana I SETTLEMt.:NT CttARGI:S Ca&e" '''0181 (I, Total Sales COlnmlllSion l>,;~~""ji':<:;-$--U.ooo.oo Oi'lislOCt 01 COI",",f.$IQfI t11'--S- "'::10'000 'ro~.1 ....~.-. ..----:)"70000 e,nMy 21 ., 'lit ~l1"I 5,00 % ...--.--- I ~. eommISS~IlSen"me;"1 . I 6. la.m. Payable In CQnne"io;"withL,Q4n' ;:-~lIn Ongtnalioo Fe. .~ :.OO-'H_'- ."-........ -....-..,. 2 Lo.n DIscount 3. AWi~~-.._......,-_.........._'-,._- I .. CleditReportto --- -..---...,. ..... S 'MpKt;o.\ f:.. to .--- -.. -,._' O. 'IoodCM,Ii(lcat'OI1 Fit _."_,M- ..-......- 1. OaC41m.nl Ploc:;~'";.ng ," w' - --_. - I 8. Till Service fee 10 ;:--u;;d~itl"9 Fee to"'-- ,....--.- ---_..~.,--~_....._.....'_.. \) , [" Rob.rt 81f1111off cse Credtt SeMCe& 20.00 Flra' Al'Mrlc.a" f,ood O~ H,-ioIl., City BanI!. ot ,.n. l" AmerICa N.tiOf'llN City ,.nIt or Indiana ;.so tSO":"OO ----77,00 -175,00 -.-----.... ....... -.-.--.......-.........--.. ---I I 1. 1_. fttq"'rtd- 8y L.nder Toe;-P;aln"id~a;;c; Intel.'1 Irom-~. oli~-ro.~:.~(J/Or!l Mortgage Ina:Pt..,n\""", -.-. -OM~'-:;' H~n:Iln. ~""'I"'''' 0 Yu~ Ie .--......----.......- (l ".ar$ If) ..___.... 4__ .... .......... fl ',7~ IC.y 975 I ~. 4. 5 I 00. 01, 02. I 03. 04. 05. 05. I 07, 08. 00. 01 I 02. 03. 0', I O!l, C1G. 07, ......---.. o Ye.', !t, R..e-,:y;. Oepotlted With L.nd.r ,:0,-------,.---- HaZ8f4 I~U;Qnc8.-.--3MOntns @ $ 34.87 /Month Moltfeve '"tvra~._,___-O-:-M;;C;iii' S l'MontI\ CityfTown Taxes 0 Month' @ $ /Month Cou~tfT'i;.~ -'.'." - TM-';ntt\': @'~ 2!l,~1 IMonth Assescm@rtts 0 MOftlhi @ S lMon\h School"fim 10 Mont'" @ S 7168 IMOIII,. "'"Q'M;~ (S\> S IMontn . 0' "~~;I;';;~'".iil $ JMOIlth .--.., ...._._~. .-- ~ea"C .I'IclJU$tfTIent Title e,,~. . _..' .' Sealemenl or cCoslng r.e (v Abatr.d or tttlO ",.,en TIt" bamlfU\tlon Title If'lSut.l'l~ S..,(lel Documonl p;upacallon N~.ry ,.., At\c)t~y'!. 'a;;----_~':=' (trtelV<l.s .oove Ilems No. Title In.Uiane~ -...---".~.. Ai"'er,;cs., Lllnd rrlflltct, (","lUlie' _bolo. ,tems No ,j : 15'i':ilo.i: ";oe-'8UIC.E:fldort.m.nt!ll00.~ Lenders cover.;-T"-----mOOOir O-"(I.....rage S -'--""ii.""~OO' CI~i"1I s.",~. Lltt..., Ie John 8elnh~I Kllfen L. Tum" John "'l\l\eu, I 09, 10. Ri\l"&~ 4tnd T'.(l.fe"~ I 08. , 1. ,i' 13. I 00. 01 02. --.----'-.- :", ~ , ElIlctronic 1~;;-;ml$s;;;r00c7~i, 10 Go'fefNMnt RecofOlng .na T,anatel ChlItg9& Recordlr\G FHa Oe.d S - -"i8.rO...'M.~1l9"ge $ 70.60 City/County tlPll"lII'ftpC : Deed , 620 00 . ~ Monoage S . '--"AiVeiSiiie land T ;.nSfeI~ "--'.-ZCl.OO Rlt>>asa $ 109.00 I &2000 ___e.". -".' ....- ... Cent"'Y 2 t at tho Helm 1~5.00 12600 -----...- 4000 Ptnn Pesl ",,-t..... ..'..~ Rh,.,.lde uu~ TraniieiS 25.0\) \&00 .-.." - Batty L H~ UQ . - Meefolallic:sau,g Bora. 'O2,~ . .. .... .. ,........... "'. .;;!O 00 -2700 L____ ___..j...,_...--l ,"~ 'llt",. ....1".."''',. ~ S ..:oe' '')0) M'=":)"'O" .. I R_OI1I Rei.... of MOtt9a9~_.I.~=~_.: ~':. --- --'..'. :04, '05 ~Addltion.' j"';;;;~h.'9~~ I .01. Tt.n"aiOn Fe<< 10_,=,,__ --- .02. P.allnspcdlon to IO! O".migm ClN,i., 10 ;04, TalC CertIfICation ' 10 I ~. s..-/R.I.... .'-Nl'.oIM.( ~o.j;-~- .. Recal'dar af o..ctlI I 89/14/2886 !._~,~,;:, ,.'.- () TItle> CI'.l/(j" --.---..- Sel1fem+!"I\ ", I ') A~~1rJ'.t 'j' :' ~\ r ;Ue E1';.t:~'I';;" 4T.l1<:InSllr~r; I --_........ ~, ~OC\.l('\"I',t~.. S N::af!-y j~I"'. -.............-- ,..'--; i A!~~~q~,'.... ~... 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Of; ~,:..:.._ __"__'_ l' r ~:r:~~ .~. :.i.\.:-i..I"~~: .;j'::! ~;~'t r.I ':,:' -::.~.. \:', I I AFFORDABLE 50'S , ALUA TION ANALYSIS (FOR ESTATE PURPOSES) I I I I I I I I I I I I I I I I I 1 EXCESS EARNINGS METHOD - HISTORICAL FINANCIAL INFORMATION Before-Tax Adjustments Total Summary of Income of to Adjusted Weighted Earnings Corporation Net Income Earnings Average 2003 (66,003) 0 (66,003) 5 2002 (21,219) 0 (21,219) 4 2001 ? 0 0 3 2000 (55,702) 0 (55,702) 2 1999 9,841 0 9,841 1 15 Weighted Years Average Earnings Before Provision for Officers Compensation Less: Officers' Compensation (Per Financial Studies of the Small Business Industry Average = 20% of Sales) Average Earnings Calculation for Officers' Compensation: Year Annual Sales Weighted Average 2003 2002 2001 2000 1999 19,314 30,715 ? 45,068 29,253 5 4 2 1 12 Average Sales Officers' Compensation (ffiib'\-t F ~ Weighted Earnings ($330,015) (84,876) o (111,404) 9,841 (516,454) 15 (34,430) 5,647 ($40,077) Weighted Sales $96,570 122,860 o 90,136 29,253 338,819 12 28,235 20.00% $5,647 I 2 I 4FFOROABLE 50'S ALUATION ANALYSIS (FOR ESTATE PURPOSES) I I EXCESS EARNINGS METHOD - HISTORICAL FINANCIAL INFORMATION ADJUSTMENTS TO INCOME I I I I I I I I I I I I I I I 2003 2002 Depreciation Adjustment Vehicle Expenses (25%) Pension & Profit Sharing (50%) Officer's Compensation Nondeductible Expenses Travel & Entertainment Total $0 $0 2001 2000 $0 t::~ .,~ -IT F=" 2./ ~ 1999 $0 $0 I I 4\FFORDABLE 50'S I ALUATION ANALYSIS (FOR ESTATE PURPOSES) I I I I I I I I I I I I I I I I 3 EXCESS EARNINGS METHOD - HISTORICAL FINANCIAL INFORMATION NET EQUITY ASSETS Current Assets: Cash Accounts Receivable Inventory Prepaid Expenses Total Current Assets 100,000 estimate at 000 100,000 Property and Equipment Net of Depreciaiton (At FMV per appraisals) 100,000 Other Assets Total $100.000 LIABILITIES ~urrent Liabilities: Accounts Payable and Accrued Expenses Customer Deposits Payroll and Sales Taxes Payable Accrued Corporate Taxes Total Current Liabilities Long-Term Liabilities $150,000 estimate at 000 150,000 ($50,OOO~ Net Equity Deficit ~~.~-,+ t=- 3 ~ I 4 I AFFORDABLE 50'S 'ALUATION ANALYSIS (FOR ESTATE PURPOSES) I I EXCESS EARNINGS METHOD - COMPUTATION OF VALUE I I I I I I I I I I I I I I I Average Earnings $0 Expected Return on Net Equity (50,OOO)@ 10.00% 0 Excess (Deficit) Earnings $0 VALUATION: Net Equity 0 Excess (Deficit) Earnings 0 Multiplier 25.00% 0 (If <0 then 0) Formula Value $01 Formula Value - Rounded to Nearest $5,000 $01 f,(\, .b'\~ F 1/~ I I I I I I I I I I I I I I I I I I I 1 FELMLEE - BINGO AND SMALL GAMES OF CHANCE SALES BUSINESS I ALUA TION ANALYSIS (FOR ESTATE PURPOSES) EXCESS EARNINGS METHOD - HISTORICAL FINANCIAL INFORMATION Before-Tax Adjustments Total Summary of I ncome of to Adjusted Weighted Earnings Corporation Net Income Earnings Average 2003 4,864 0 4,864 5 2002 0 0 4 2001 0 0 3 2000 0 0 2 1999 0 0 1 15 Weighted Years Average Earnings Before Provision for Officers Compensation Less: Officers' Compensation (Per Financial Studies of the Small Business Industry Average = 20% of Sales) Average Earnings Calculation for Officers' Compensation: Annual Sales Weighted Average Year 2003 2002 2001 2000 1999 337,520 5 4 3 2 1 15 Average Sales Officers' Compensation ~ r_ '(.., c ~'^ \'0 ',-r ~ Weighted Earnings $24,320 o o o o 24,320 15 1,621 22,501 ($20,880) Weighted Sales $1,687,600 o o o o 1,687,600 15 112,507 20.00% $22,501 I 2 I FELMLEE - BINGO AND SMALL GAMES OF CHANCE SALES BUSINESS 'ALUATION ANALYSIS (FOR ESTATE PURPOSES) I I EXCESS EARNINGS METHOD - HISTORICAL FINANCIAL INFORMATION ADJUSTMENTS TO INCOME I 2003 2002 Depreciation Adjustment I Vehicle Expenses (25%) I Pension & Profit Sharing (50%) I I I I I I I I I I I I Officer's Compensation Nondeductible Expenses Travel & Entertainment Total $0 $0 2001 2000 $0 t;ch, ~ -;-\-- G "2f 1999 $0 $0 I I FELMLEE - BINGO AND SMALL GAMES OF CHANCE SALES BUSINESS I' ALUA TION ANALYSIS (FOR ESTATE PURPOSES) I EXCESS EARNINGS METHOD - HISTORICAL FINANCIAL INFORMATION 3 NET EQUITY I ASSETS Current Assets: Cash Accounts Receivable Inventory Prepaid Expenses Total Current Assets ~A<,\o -;1- Gt- 7h ~Y> .~' &? ~A 6" r~~\ 10yOOO ~ I -t.v.r, ,X~.-\-t Me. 1;-u....-l ~ '" 100,000 ~ J. e <-eeL q..v--~ Property and Equipment Net of Depreciaiton (At FMV per appraisals) 100,000 Other Assets Total $100,000 estimate at 000 Net Equity Deficit O.J) ~'() $100;0001 / I 4 I FELMLEE _ BINGO AND SMALL GAMES OF CHANCE SALES BUSINESS 'ALUATION ANALYSIS (FOR ESTATE PURPOSES) I I EXCESS EARNINGS METHOD - COMPUTATION OF VALUE I I I I I I I I I I I I I I I Average Earnings $0 Expected Return on Net Equity 100,000 @ 10.00% 10,000 Excess (Deficit) Earnings ($10,000) VALUATION: Net Equity 100,000 Excess (Deficit) Earnings Multiplier (10,000) 25.00% Formula Value Formula Value - Rounded to Nearest $5,000 ~/tf f <0 then 0) q 0 t()G"1) I 6~\~',i- I I I E-t 1 I tIl 0\0 r-O\ ID r-i IZI IDCO r-ID qc t tIl ~ H IZI r-ID r-r- ID ::z: ~ O\r-i (W'IO\ U'l (W'I QI E-t 00 00 0 0 J. 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U'l j:QIDE-tco 0 1 U'lU'lU'lU'lU'lU'lU'l ~ l'zl(W'l H r- ~><~I E-t ID \/1 00 0 I u. r-i j:l E-tj:QE-to 1ZI0l N ~ IZl ~ ~ tIlCO tIlj:l 0 ~ U 00<1 ~ r- ~ j 1lI:.~1ZIr-i ~O 0\ l'zl ~~ E-tH OU 1 E-t 00 0 :Z;~ (W'I I E-t1Zl r-i <qc HH Ill:. H~ < 0 .. N .. .. ~ 0 j:l0 E-tE-t E-t E-t E-tj:Q . ~ 0 IZl l'zl 0 0 U~ IZIt1ll'zltllE-tE-tOl r-i l'zl E-t ~ ::Z:~ 0 ~~ <H UIZIUl'zl:Z;~IZlCJ r-i E-t \0 0 E-t0 1 tIl~ j~~~l'zlIZl~:Z; r-i Ill:. 0) ::z: 0 r- l'zlqc ~~ l'zl l'zl~~IZlH 0 < J' E-t ~ I :z;>t U'l 11<7 ~>E-t E-t~ 0 ~ l'zl ~~ r-i < ~:z;<<:z; .. l'zl IZl ~ E-tU'l E-tj:l j:QH H~~Hl'zl IZI CJ f' ~~ l'zl E-t0 < 0 ~ E-t l'zllll:. .. E-t qcqcqcqcqcqcqc j:l :a ~ ~~ ~ ~ tIl 0000000 I ~ l'zl 1 1 1 I I I I 0) E-t U l'zl0 E-t U'l00000U'l ~ ~ tIlH 0 < r-iNN(W'I(W'I(W'Ir-i < l'zl <E-t U j:l I I I I I I I E-t ~ E-t IZIU U "",qcqcqcqcqcU'l 0 < ~l'zl < E-t ~ I ~OO I I l I I I I I I I I I I I I I I I \; ..;~ ~cr. ~ , fa c;l t <. . ~$, 1~ - ..... i I ~ ;. :'! c: o .i \ .i l \ ~j "~1 ~.. \~ fi:.\ \ \\ it ~ 1 \. < It 1 .\.. i \l o ""tl i \.11 G ~l ~l ~ q ~ ~ ~ ts ~t ~; ... ~ ~~ ~~ 0..'" $a~~. ,..:...nlQ ~ ~.. o ... I#f '6 il ~~ \.1 \\ "6 ... .- .. e ~ li~ ~~o 1\\ ~ u ~j~ ~,"~ ",. ... c;l 'a t:: ~ ~ /.;lot. C. g-~. '" ~~ ~i 11 cI)~ o-~ Q. 101- "" .. %~ ~~$ c;~ .!~t ~s U\ ~ 0.. · li ! ~1 \~\ \ ~s 11; e t'~~ ~.......~... ~ .... \ 1 lo$l'c:I-t:1 ... ."'.... 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':; '; . 101 ... \ tl .... 0;; MCS'i~ftL""'~ :t -l i',% c5 ~ ~ o ~ t~ ~ ~ ~ .1 e. t -1.6 .IS ,.tl~ucs:.~ (:>0 ~ K)L""~-~ ) .... 7.- ~~ .. ~ t ... ~ < " "i: ..l "'ii.a. ~'g", 4;' ~ ~~ ~ .~. ::. ~ 'to /~ ~ ~ '::. ~. ~t. ~ ^~~ ~...e: It. ~ ~ ~~ a; . .; ~~ ~$. ~.~ ~... ~~~ <It "I- ~ .. .=: U .. u i :: ~ S0Z8SGLL"tL "1 .c .. e- ... ~ 1 , ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ';:) O~ 'Z. ~~ ~ i,u - ". ~ ':1 ~ ~ ~ ~ ~ ~ l!l ~ ~ o 0. ~ ? ~ IfA ~ ".J ~ .. ~;6t.6 .--------- 80:~"t 900Z/S1/G0 I F 0S J FELMLEE DIS PAGE 03 I 09/15/2006 17:56 7177958205 AF 5 l:::Xhi h IT \~ "fI' II 4:"UOI ~uu.m.nt ! Acc:ount Numo.r Cr.l1i' , :ne : C..lll' p<veilaa" c.,h Avan.tll, Diy. III CYCIR Clo,ln, o.te Tota. Minimum fI'aylnRtlI Du. PaylnRnt Due Oal~ 5t7. .758 0031 0501 S5 (lC)/) i S<l'4D.t3 $4,140.43 32 lMIll'Q4 111.00 0SI1UM POSlI", I Trll"~ctlon R"Rrl!~<'; I C""890ry : TflIllllctlons I Chl'1es Credits (CRI Dlte Date NumDe~ i PAYMENTS AND CREDITS 0W2 04102 S3S0 PURCHASES AND OE81TS 04}O1 04107 8732 0./18 04/15 7788 04119 04119 555C PAYMENT RECEIVED .. THANK YOU 1,a72.05 CR I I 'fWX9AOL SERVICE (W()4 100-127-8384 VA BS OF CARLISLE 142 CARLISLE PA PURCHASE .FINANCE CHARG~ 23.90 24.91 10.78 TOTAL FOR Btll.lNC cYCLE FROM lI311MM TO 0411'104 SSl.57 $1.ln.OS CR I I I I lauMIIMY OF TRANSAcTIONS 41/ J '7~ 1 :;1 ~1 1 .J ~ '.0' ,1" I Previous H Paymttn1S i..) en' ( + I PurcM... (+) Parlodlc Rata 1=) NIW BilllnclI Put Ou. .-mOIlI'l!.. .............. . .. ..... $0.00 I Bat.nee and Crlldi. s 6dvanclt' llId Delllts ,",UIICE CHARGa Totlll Current PIY'1"rrt...... ........,. .,. ".".".,,, $15.00 $1,112.05 11.I72Q5 so 00 $411.11 "0.7. $5U7 Total ~tnlmum PlIY"'lInt Owl.""""...,., 'IS.OO RIllAJfCE CHARGE SUIIIlIARV I Category l'er:Od" Rate I A. PURCHASES 0.04106% B. CASH ADVANCES 004~06'Y" ~ 4,99% 14,99% $111.01 $0.00 FOR YOUR SA_FACTION . TO....I< to a Cll__SaUsf.etloll S.-cialist. or for Up-lo-t,,-"mlnutl automated account I lIfomllltion , jllCIUcll1'l9 !NII.IIC., _Ilabl. eNdit, or 1lAY"'81l1'"'."",atio.., call 1-10.....,'.1... · For MCU", oICCOUllt IIIformatlo~ 24 hOllrl II Olly, log on 10 _.Uaecfo.CM · RJr TOD (TIIllCOmmllnlcoItiGII Davice ror till 0...0 lui"ance, call ,___5OO-e2I7 · Mall ,..""Inu to: Pl.ATINU~ Pl-US FOR 9USINesS. P,O. Box 1s.u, Wllmlntton. DE 11ISD-54W . ~ajl billi", In~lIlr1.. elld oth.r .C~lIl1t ItI~\Ilrlh 10: PLATINUM PLUS ~ BUSINESS, P.O. BoIc 1504t3. Wltmitlllton. DE 111SG-S&Q Corresponding Annual ~erclllmage Rate Bala"<:e Subjec:t to Flnanc:e Charge I PLEASE SEE REVERSE SlOE f:OR 'VPOR' A~' !',~O~MATION 5474 1758 0031 0501 Page 1 of 1 I I I I I I I I I I I I I I I I I I I I I I I I 09/15/2006 17:56 7177958205 AFF50S J FELMLEE DIS Your account IS IS$Ued by ",rovld.an National ttank, 1Ilt0n, NH. ~ ~ ~~d~7 0ITACt4.... " L cT SUMMARY ACCOUNT NUMBER 41.....21.24IO~ " 's. Ballne. S.OO Days In Iming Cycl. 32 . dits .00 ....lMnt DtlbI 00fI2MM . hymtnts .DO Mtnlmum hym.nt -- " -Pllrci\.ses P-vment DIM O.\e 05I21I1M + & Othe, Charg.. 1.03.34 + Cash AdnnWII .00 Cndlt Un. 11,000.00 + FINANCE CHAlfGE' .GO Avanabl. Credtt as of atatltmHt Data ..111.. at NEW BALANCE $1.021.34 Available Credit for eash Advances .. of .....m.nt o.tI ....71.00 BALANCE CATEGORY Ave,.._ Annual Dally Finance Orae.! Dally PtIranb1g_ Perlodle CMfg.. Twrn. Ba'ance Rate RattI standard Purchne S.OO 1.1ft. .00H'r. $.00 TIf'm A Itand.rd Cash $.00 1'.18%- .0$11I%- $.00 Term I "'an~e TfanIPro,"o Ofhr $.00 0.00% .00D0'lC. $.00 TIf'm I ANNUAL PERCENTAGE RATE 0.1. bltung cycl.: 0.00% For 24-hour Automated keo"nt Information, c.1I1-800.2IO.oH1 or vi.it UI at www.provldianonlln..com. - Th... Rata _ VI" ~~. ,j ~ '7' L /v U '1 1\ ." b '1" ~., ChedC Terms: Ute of lJle allldleCl c:neck WI" cansRl\II I cun ICMIllC8 CIIarfIaplftlll yGlI' CACIt ICCOlI1t. WtIlCh can't be put du8 .m InloII1I'M1ft sufftciefW IMiIllllle cnGI (YO\l" 8'l8i!able eredll may be lea If ""*"" 'IfU crecIt .,.. ... JowwecI or I payment... rel.lrl'*1). lllIl ctlKk C8MOI be !lied \0 pey IIfty PrDVidlen 8tc:ount 8M IS void after O&I1SAM. ReUned cheCIl f..: $20. FIMnCe chlrves accrue trom lie 1M. ..eII cIIeck ,. ~ to u.. VtAIr non-promotionai S!Ind8rtl Cash 'lIle mayvary and IS CYrI'IntIy '1I.~. If you are curren1IV rec:eNlnga promoaonel St8ndIrd Cash rate. such ..I. _........ tn 1IW_ ........k I".. ...... t1l...~.hnr. I'll.,.. nrtWIIftfI_lI@ttad 0-1"'" fee' 135 00 lorm 1 065 I - -, - " ~ .~---- -- , - U.S. Return of Partnership Income For cajendar year 2004, or tax year beginning ,2004. and ending , 20 ~ See se arate instructions. OMS No.l545-0099 2004 ~~s:'=ry I"rincipal business aclivity Name of partnersl1ip D .,.ayer identlllcatlon ..... Use the IRS label. Other- wise, print or type. AFFORDABLE 50 I S Number. stRet. and room or sua l1\IIlIber. If a P.O. bOll, see instructions. 25-1640218 E Oatil business started 04 01 90 F TOIal assets (see instrs) PrilIcipaI plllduct or seNice sed Autos C Busin_ code number 1170 W TRINDLE RD City Of tIlWn State ZIP code 41120 MECHANICSBURG PA 17055 $ Chet/;( applicable boxes: (1) Initial return (2) Final return (3) Name chanQe (4) Address change (5) Amended return H Check accounting method: (1) Cash (2) Accrual (3) Other (specify) . . . . . ... _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . Number of Schedules K-1, Attach one for each erson who was a artner at an time durin the tax at.. ... , ...... ." ... 5 autlon: Include only trade or ausiness income and expenses on lines 7 a through 22 aelow. See the instructions for more information. I I N C I 0 M E I- I I s It It I N S I~ T A U C T D I I~ 0 " S F I 0 0 A I~ L I . I T A I T I 0 " s lign ere laid Preparer's se Only 1 a Gross receipts or sales. . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . 1 a b Less returns and allowances. . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . , b 70 410. 1c 70,410. 2 Cost of goods sold (Schedule A, line 8). . " . ... .... ,., .. -........ . , .... .. ....... . .. . ... .... '" , .. , 3 Gross profit. Subtract line 2 from line 1 c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . , , . . . 4 Ordinary income (loss) from other partnerships, estates, and trusts (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Net farm profit (loss) (attach Schedule F (Form 7040))...........~.......................,..' 6 Net gain (loss) from Form 4797, Part II, line 17............ .(6)~......................... 7 ~~J~i').......... ........... ......... ..~~................................ 8 Total income ass. Combine lines 3 throu h 7 . . -. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . 2 3 12 868. 57 542. 4 5 6 1 8 57 542. 9 Salaries and wages (other than to partners) (less employment credits). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 , 0 Guaranteed payments to partners. . . . .. . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . ... 10 " Repairs and maintenance.. ...... ., .... .. ., .. ....... . . ........ .... ......... . .... .. .......... .... 11 12 Bad debts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 12 13 Rent..............,............................................................................ 13 14 Taxes and licenses ............. _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 14 1S Interest,................... _ . . . _. _... . .. _. . . .. .. .. . ... , .., . . . . . . . . . . . . . . .. . . . ., . . .. . . . . . . .. . . .. 1S 16a Depreciation (if required, attach Form 4562)..................... - -.... 16a 245. b Less depreciation reported on Schedule A and elsewhere on return... .. 16b 16c 17 Depletion (Do not deduct oil and gas depletion.). . . . _ . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 17 18 Retirement plans. etc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 18 19 Employee benefit programs.. ... .: ., .. .. .. . . . ..... , ., . .......... ...... '" . .. '" .. _. '" .., . ... . . .. 19 20 Other deductions (attach statement) .. . .. . . . . . . .. . . . . . . . . . . . . . .. ... . . . . . .. . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . ~.. s: 20 558. 245. 33 550. 21 Total deductions. Add the amounts shown in the far ri ht column for lines 9 thro h 20 . . . . . . . . . . . .. 2'1 34,353. 22 Ordina business income 1055. Subtract line 21 from line 8. _ . . . . . . . . . , . . . . . . . . . . . _ . . . . . . . . . . . .. 22 23 , 189 . 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 general partner or limited liability company member) is based on all information of which preparer has any knowledge. ~ ~ May the IRS discuss tlIis rwtwn willi the r 5I1lIM1 belIlw <see inslrsT Y_ No Preparer's SSN or P'TlN Signature of qeneral paMer or limited liability company member Date Preparer's signature Oate 104/04/05 P00224610 Firm's name Lar (or yours rf self-employed), ~ 711 aadress. and ZIP eWe Lemovne PA 'or Privacy Act and Paperwo~ Reduction Act Notice, see sePllraa. instructions. CPA ElN ~ 25-1720690 Plloneno. (717) 763-7781 """,,A011:Z 0110&106 Form 10&& (:2004) 17043 ;or: --.,:;'- -..=.. ". r ,. ~'..., ~ r;c:'" I' -.....;;.- - _"c! (('] I' 'ti :. - _-:'" -'. __,_~,<-~- - ~--"--'i I AFFORDABLE SO r S Cost of Goods Sold (see instructions) 25-1640218 Page 2 1 I~ 4 Inventory at beginning of year. . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . , . . . . . , . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . Purchases less cost of items withdrawn for personal use. . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cost of labor. . . . . . . . . . . . . . . . . . . . . . . . . ' , . . . . . . . . , . . . . . . . . . . , . . , . , . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . , . . . . . . . . Additional section 263A costs (attach statement). . . . . . . . . . . . . . . . . . . . . ' . , . . . . . . . . . . . . . . . . . . . . . . . , , . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . 1 2 3 99,913. 47 558. 4 I I 5 ~a~:~;~~~ement).............,....,....,."...,....,.,..,.....,.............,......................... 6 TotaJ. Add lines 1 through 5. , . . . . . . . , . . . . , . . . . . . . . . , . , , . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . .. .. . . . I ~ ~=~~~:~:;:O~~~~:b~r~~t'I'i~~';' ~~~ 'I;~~' 6: E~~~; ~~~~. ~~~' ~n' ~~~~ '1'" ;i~~' ~: : : : : : : : : : : : : : : : : : : : : : : : : : : 9a Check all methods used for valuing closing inventory: (1) ~ Cost as described in Regulations section 1.471-3 (11) lower of cost or market as described in Regulations section 1.471-4- (iii) Other (specify method used and attach explanation) . , , , . , . . , . . ... · _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ b Check this box if there was a writedown of 'subnormal' goods as described in Regulations section 1 .471-2(c}. . . . . . . , , . . . . . . . . ~ E c Check this box if the LIFO inventory method was adopted this tax year for any goods (if checked, attach Form 970). . . . . . . . . . . ~ : d Do the rules of section 263A (for property produced or acquired for resale) apply to the partnership? .... .... ... .. .... 0 Yes ~ No . Was there any change in determining quantities, cost, or valuations between opening and closing inventory? . . . . . . . .. 0 Yes i!J No If 'Yes', attach ex lanation . 5 6 7 8 147 471. 134,603. 12 868. I I I ' What type of entity is filing this return? Check the applicable box: . a ~ Domestic general partnership b ~ Domestic limited pa~ c Domestic limited liability company d Domestic limite~' ersH Ie Foreign partnership f Other , . . . ~ ~ 2 Are any partners in this partnership also partnerships? . . . . .~. . . . &J ...,.~.~.~.~.~.~.~.~.~.~.~.~.~.~.~.~.~.~.~.~.~. 3 Durinq the partnership's tax year, did the partnership own an ter other partnership or in an)' foreign entity that was disregarded as an entity separate from its owner under s sections 301.nOl-2 and 301.n01-3? If yes, see I 4 ~i:r~:i~:~~:~:~:u~l:d F:~:c~;;~\il~~~i~'~ ~f' p~~~~~~;~ '~~~~I' ~~~ Tr~~~~~: ~~. ~~. ~I~i~~' ~~t~'~~~~' ~~d~'; ~~i~'~ . , . . . . 6231 (a)(l)(B)(ii) for partnership-level tax treatment, that is in effect for this tax year? See Form 8893 for more details. . . . . . . . 5 Does this partnership meet all three of the following requirements? a The partnership's total receipts for the tax year were less than $250,000; b The partnership's total assets at the end of the tax year were less than $600,000; and c Schedules K-l are filed with the return and furnished to the partners on or before the due date (inCluding extensions) for the partnership return. If 'Yes.' the partnership is not required to complete Schedules L. M-1, and M-2; Item F on page 1 of Form 1065; or Item N on Schedule K.l. . . . . , . . . . . . . . . . . . . . . ... .. . . . . . . . . . . , . . . . . . ..... .. ... .. . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. . . . . . . . 6 Does this partnership have any foreign partners? If 'Yes; the partnership may have to file Forms lllIl4, 8805 and 8813. See instructions. . . . . . . . . . . . . . . . . . . . 7 Is this partnership a publicly traded partnership as defined in section 469(1<)(2)1 ... . .. . . . . . . ... . . . . . . . . . . . . .. . . . .. . .. '" . . . . 8 Has this partnership filed, or is it required to file, Form 8264, Application for Registration of a Tax Shelter? .. . .,. . . . .... .. .. . 9 At any time during calendar year 2004, did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? See the instructions for exceptions and filing requirements for Form TO F 90-22.1. If 'Yes,' enter the name of the foreign country.. . x X X I I I 10 During the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? If 'Yes,' the partnership may have to file Form 3520. See instructions. . . . . . . . . . .. . . . , . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . , . . . . . . . I '1 Was there a distribution of property or a transfer (e.g., by sale or death) of a partnership interest during the tax year? If 'Yes,' you may elect to adjust the basis of the partnership's assets under section 754 by attaching the statement described in the instructions under Ejections Made By the Partnership. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . ,. X 12 Enter the number of Forms 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships, attached It this ret rn, ..",.""".,.,.,.,.,., ,."...".,.."...'....',. ...".,."'..,."....,..,,..........,....' · Designation of Tax Matters Partner (see instructions) Enter below the general partner designated as the tax matters partner (TMP) for the tax year of this return: I Name of Identifying designated TMP .. Rooney L. Felmlee number ofTMP .. 187-38-0844 Address of 71 S Locust Point Rd I designate a TMP .. Mechanicsburg, PA 17055 x ------------------------------------------------. X ?T?A0112 01105105 Form 1065 (2004) Form 1065 (2004) AFFORDABLE 50 I S Partners' Distributive Share Items 1 Ordinary business income (loss) (page 1, line 22). , . . . . . . . , . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . 2 Net rental real estate income (loss) (attach Form 8825) . , . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a Other gross rental income (loss) ............ . . . . . . . . . . . . . . . . . . . . 3a b Expenses from other rental activities (attach stmt) . . . . . . . , . . . . . . . . . . . . . . . . . . 3b c Other net rental income (loss). Subtract line 3b from line 3a. . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . 4 Guaranteed payments . . . . . . . . . , , . . . . . . . . . . ' . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Interest income .......,......,....................................,....................... 6 Dividends: a Ordinary dividends ........................................................... b Qualified dividends. . . ." .. . . . . . . " . . . .. . ... . ... - I 6b1 7 Royalties........,............,................,.............................. . . . . . , . . . . . . 8 Net short-term capital gain (loss) (attach Schedule D (Form 7065)). . . . . . . . . . . . . . . . . . . . . . . . . , . . . 9a Net long.term capital gain (loss) (attach Schedule D (Form 1065)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Collectibles (28%) gain (loss) , . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9b c Unretap1ured section 1250 gain (attach sf3tement). . . . . . . . . . . . . . . . . . . . . . . . . . 9c 10 Net section 1231 gain (loss) (attach Form 4797) . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . .. . . , . . . . . . . . . . 11 Other income loss) attach statement). . . . . . . . . . .. , . . . . . . . . . . , , . . . .. . . . . . . . . . . . . . . . . . . . . , . . . . , . . . . . . 12 Section 179 deduction (attach Form 4562)......... ..., . ......... '" ... ...... '" ......... .. .. 13a Contributions.. . , . . . .. , . .. , .... . ... ." ........... . .,. ..... ....... .. .. . . ., ... .. .. ... .,. . . .. . b Deductions related to portfOlio income (attach sf3tement) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . , . . c Investment interest expense. . . . . . , , . . . . . . . . . . . . . , , . . , . , , , . . . ' . . . . . . . . . . . . . . . . . . , . . , , . . . . . . . d Section 59(e)(2) expenditures: (1) Type · _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ (2) Amount .. . Other deductions attach statement) , . , , . . , . . . , . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . , . , . . . . . . . , 14a Net earnings (loss) from self.employment. . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . b Gross farming or fishing income. . , . . . . . .. . . . , , . . . , . . . . . . .. .. . . . . ... ....................... c Gross nonfarm income. , ' , , . , . . , . . . . . . . . . . . . . . . . . . . . . . . . . . .., 1Sa Low.lncome housing credit (section 420)(5)). . . . . . . . .~. ., . . . . . . .. . . . . . . . . . . . . . . b Low-income housing credit (other). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Qualified rehabilitation expenditures (rental re~ (a rm 3468). . . .. . . . . . . . , . , . . . . . d Other rental real estate credits. , . . . . . . . . . . . ., ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other rental credits. . . . , . . . . . . . . , . . . . . . . . . . . . . . . " . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Other credits and credit raea re attach statement) . . . . . . . . . , . . . . . . . . . . .. . . . . . . . . . . . , . . .. . . . . . . . . . . . . . 16a Name of country or U.S. possession. . , .. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ b Gross income from all sources . . . . . ,. . . . . . . . . . . . . . . . . . . . .. . . .. . . . . . . . . . . .. . . . . . . . . . , . . . , . . . c Gross income sourced at partner level. . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Foreign gross income sourced at partnership level d fJasslve . _ _ _ _ _ _ _ _ . e Listed categories (attach statement). _ _ _ _ _ _ _ _ f Genera/limitation .. Deductions allocated and apportioned at partner level 9 Interest expense. _ _ _ _ _ _ _ _ _ _ _ h Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. Deductions allocalBd and apportioned at partnership level trl fortign source iflCDfTlll I fJassive · _ _ _ _ _ _ _ j Listed ca1eQOlies (attach statBment) · _ _ _ _ _ _ _ _ kGenerallimitation .. .. I Foreign taxes: (1) Paid · _ _ _ _ _ _ _ _ _ _ _ (2) Accrued .............................,. mReduction in taxes available for credit attach statement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Post. 1986 depreciation adjustment. .., " .... .... ... .... .......... .. . .. . . .. ., .............. . b Adjusted gain or loss , . , . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . c Depletion (other than oil and gas), . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . d Oil. gas. and geothermal properties - gross income. . . . . . . . . . . . . . , , . . . . . . . . . . . , . . . . . . . . . . . . . e Oil, gas, and geothermal properties - deductions. . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . f Other AMT items (attach stmt .........,....,.........,.....,.........................,.........' 18a Tax.exempt interest income. . . . ' . , . . . ' . . . . . . . . . . . . . , . . . . . . , . . . . . . , . . . . , . . . . . . . . . . . . . . . . . . . . b Other tax-exempt income. . , . . , . , , . . , . . . . . . . . , .. ,......... . . . , . . . . . . . . . . , . . . . . . , . . . . . . . , . . c Nondeductible expenses. . . , , . . . , . . . . . . . , . . . . . ,. ..'.,.,.. . . . . , . , . . . . . . . . . . . . . . . , . , . . . . . . . . 19a DistClbutions of cash and marketable securities. . . , . , . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . b Distnbutions of other property. . . . . . . , . . . . . , . . . . . , . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . 20a Investment income, , . . , ' . . ' , .. . " ' ., .. , . , '" " . , " , , , .., , ..... . .., '" .. ., , . . . " .. . " ' , . , , . b Investment expenses. , , . . . . , , , . . . . . . ' . , . . . . . . . . , . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Other items and amounts attach stmt). , ' . , ' . . . , . ' . . . , . . ' , , . , , . . , . . . . . . . . , . . . , . . . . . . . . . , . . , . I I ~j~:,-~~~ ~'.?/ ;~ I I Income (Loss) I I I Deduc. tions I Self. I Employ- ment I Credits & Credit Recap.. ture I I '0..... Trans- I actions I AItImJtive I M1ninun Tax (AMT) Items I Other Infor. Imafion AA I ~AOl34 01/0SJ05 Pa e 3 25-1640218 Total amount 23 189. 3c 4 5 6a r : - , -. " .,~ 10 11 12 13a 13b 13c 13d 13e 14a 14b 14c 15a 15b 15c 15d 15e 15' 23,189. 57 542. 16k 16' 16m 17a 17b 17c 17d 17e 17f 18a 18b lac 19a 19b 20a 20b .' ,,,- - ,;c. -. ",'." ", tL._-""'----=-_ ._~_ _ ~ 1..-- ~'- " Form 1065 (2004) -r I Form 1065 (2004) AFFORDABLE 50 I S 25-16402'8 Page 4 I - Analysis of Net Income (Loss) 1 Net income (loss), Combine Schedule K. lines 1 through 11, From the result, subtract the sum of .1 I Schedule K, lines 12 through 13e. 16/(1), and 161(2), " . ",...........,..,...,.,....", , 23,189. 2 Analysis by (i) Corporate (ii) Individual j (iii) ,ndivldual (iv) Partnership I (v) Exempt (vi) Nominee/Other partner type: (active) (passive) organization a General 23,189.1 ! !l8ltl\ers . . . . b Limited ; I partners . . . . I I ., .. ... ~ ~ , . .. # # -~ - .. ... Note: Scheduies L. M- 1 and M-2 are not re Balance Sheets er Books Assets 1 Cash..............,.......,. . . . . . . . . . , . . . , 2a Tra~t: notes and accounts receivable. . . , . . , , b Less allowance for bad debts ,....... . . , . . . . 3 Inventories.............. . . . . . . . , . . . . . , . . . . 4 U.S. government obligations. ,... ,.. . . .., , ;. 5 Tax-exempt securities, .... ,. .,. . . . . . , " ... , 6 Other current assets (attach stmt). . . . . . . . . . . . . . . . . . 7 Mortgage and real estate loans. . . . . . . . . . . . . . 8 Other investments (attach stmt) , . . . . . . . . . , . , . . . . , . 98 Buildings and other depreciable assets. ' . . . , , b Less accumulated depreciation. . . . . . , . . . . , . , lOa Depletable assets.. . , ... .. , . .. ... .. , ... , . . , b Less accumulated depletion. , . , . . . . , . . . . . , . . 11 Land (net of any amortization) . , . , . . . . , . . . . . 1201 Intangible assets (amortizable only) , . . . , ... . b Less accumulated amortization. . . , , . , , . , , . . . 13 Other assets (attach stmt) , , , . . . . . ' , , . . . , . . . 14 Total assets ,.,..'...,....'.......,........ Liabilities and Capital Accounts payable . . . . . . . . . . . . . . . . . . . . , . . . . . Mortgages, notes, bonds payable in less than 1 year .... Other current liabilities (attach stmt). . , . . . , . . . . . . . . . All nonrecourse loans . . . . . . . . . . . . , . . . . , . . . . Mortgages, notes, bonds payable in 1 year or more . , . . . Other liabilities (attach stmt) '............,....... Partners' capital accounts .,. . . . . . . . . . . . . . . . Total liabilities and ca ital . . . . . . . , . . . . . . . . . . Reconciliation of Income 1 Net income (loss) per books. .... .. . . . .. . 2 Income included on Schedule K, lines 1, 2. 3c, 5, 6a, 7, 8, ga. 10, and 11, not recorded on books this year (itemize): ulred if Question 5 of Schedule B IS answered 'Yes.' Beginning of tax year End of tax year (a> (b) (d) I I I I I I I I I I 3 Guaranteed pmts (other tl1an health insurance) , . , . . 4 ~es recorded on books tlrisj'ear not included on Schedule K, lines 1 through Ire, 161(1), and 161(2) (itemize,: a Oepreciation ...... $___________ b Travel and entertainment ..,.. $ _ _ _ _ _ _ _ _ _ _ _ 6 Income recorded on books thIS year not included on SchedUle K, lines 1 through 11 (itemize): i a Tax.exempt interest. . . $_ _ _ _ _ _ _ _ _ _ _I - - - - - - - - - - - - - - - - - - - - -I 7 Deductions included on Schedule K, Ii nes 1 through I 13e, 16/(1), and 161(2), not charged against bOOl< income this year (itemize): a Depreciation "... $ _ _ _ _ _ _ _ _ _ _ _ I I I '" -,.. ~ ,- .,.- , - . ~ 5 Add lines 1 through 4 . , , . . , . , . . . . . . , , ' Analvsis of Partners' Capital Accounts 1 Balance at beginning of year . . . , . . . . . . . . 2 Capital contributed: a Cash '........,.. b Property , . , ' . . ' . . 3 Net income <loss) per books. , .... . .. . .. . 4 Other increases (itemize): _ _ _ _ _ _ _ _ _ _ a Add lin"es 6 M,d" 7 .~ .~ .- - - - - - - - - .1 9 Income (loss) (Analysis of Net Income (Loss), line i). i Subtract line 8 from line 5 ' ,i 6 Distributions: a Cash" '" , " ' , 'I' b Property , , ,"',' , 7 Other decreases (itemize): _ _ _ _ _ _ _ _ _ _ _ - - - - - - - - - - - - - - - - - - - --i I 5 Aad lines 1 through 4 , , . , , , S Add lines 5 and 7 9 3alance at end of year. Subtract 'Ine g fromine '; I .;:)"':"'CA01:;.L ~l;o&.io.s Form 1065 (2004) I fChedu,e K-' 0""1065) partment of lI1e rreaswy Internal R.-nue S.",ia1 2004 rax year beginninQ , 2004 and ending , 20 la~er's Share of Income, Deductions, ~redlts, etc. · See separate instructions. Infonnation About the Partnership Partnership's employer identification number 25-1640218 Partnership's name, address, city, state. and ZIP code AFFORDABLE 50 I S 1170 W TRINDLE RD MECHANICSBURG, PA 17055 IRS Center where partnership filed return CINCINNATI OR Check jf this is a publicly traded partnership (PTP) Tax shelter registration number, if any Check if Form 8271 is attached Infonnation About the Partner Partner's identifying number 193-24-1336 Partner's name, address, city, state, and ZIP code James C. Felmlee 133 Locust Point Road Mechanicsburg, PA 17055 Limited partner or other LLC member o Foreign partner X General partner or LLC member.manager . ~ DomesIio partne' What type of entity is this partner? IND IVIDUAL I Partner's share of profit, loss. and capital: Beginning Profit 50.00000 , I Loss 50.00000 , Ca ita! 50.00000 , Ending 0.00000 0.00000 0.00000 I I Amended K.] OMS No. 1545.0099 _ Partner'S Share of Current Vear Income, Deductions Credits and Other Items 1 Ordinary business income (loss) 15 Credits & credit recapture 3 ,992. 2 Net rental real estate income (loss) X Final K.' 3 other net rental income (loss) 16 Foreign transactions 4 Guaranteed payments 5 ,Interest income I 6a' Ordinary dividends 6b Qualified dividends 7 i Royalties 8 j Net short.term capItal gain (loss) 9al Net long.term in (loss) 17 I 9bicOII 5S) 10 Net section 1231 gain (loss) 11 lather income (loss) - --------------- 12 I Section 179 deduction 13 Other deductions , -1--------------- ----------------- : I 14 Self-employment earnings (loss) ~ ___________~2~~ . Partner's share of liabilities at year end: . Nonrecourse ..., . . . . . . . . . . . . . . . . . . . , . $ Qualified nonrecourse financing. , . . , . .. $ Recourse '....,..,.'...,......,...... $ . Partner's capital account analysis: Beginning capital account, ' . . . , . . . . . . . $ I Capital contributed during the year. . . .. $ ~ Current year increase (decrease) . . . . ., $ S Withdrawals and distributions. . . . . . . . . . $ ~ I Ending capital account, , . . , . . . . ' . . . . ., $ ; ~ T.ax basis 0 GAAP 0 Section 704(b) book ~ n Other exolain) For Paperwork Reduction Act Notice, see Instructions tor Form 1065. F"TPA0312 Ol105lOS Alternative mimmum tax (AMD items I -1-------------- 18 I Tax-exempt income and - t :~~::~ -:"--=-- -- -~-------------~ l~F~~~~:-m---- ~~:::~~------ -t-------------- -1---------..........--- C 9 90S. .See attached schedule for additional information. F o R Scheoule 1<-1 (Form 1065) 2004." f I @(Q)[?)W I Form 1 065 U.S. Return of Partnership Income For calendar year 2003, or tax year beginning ,2003, and ending , 20 · See se arate instructions. Department of tile Treasury I Internal R_e SefV'C8 A Principal business activity Use the IRS label. Other- Number. s1reet. alld room or suile number. If a P.O. box. see instructions. wise, 1170 W TRINDLE RD print C Business code number or type. City or town State ZIP code F TGtal assets (see instrs) 1441120 MECHANICSBURG PA 17055 $ G Check applicable boxes: (1) Initial return (2) Final return (3) Name change (4) Address change (5) Amended return H Check accounting method: (1) Cash (2) X Accrual (3) Other (specify) . . . .. ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . II Number of Schedules K -1. Attach one for each person who was a partner at any time during the tax year. . . . . . . . . . . . . .. ~ 2 Caution: Include only trade or business income and expenses on lines 1a through 22 below. See the instructions for more information. Name of partnersllip Sales I B Principal product Gr 5efVlC8 Used Autos I I N I C 0 M E I I I 5 E E I N 10 s T R U c E T 0 I I~ 0 N 5 I F 0 0 R I~ L I M I T I A T I a N s lign ere aid Preparer's se Only BAA AFFORDABLE 50'S 1 a Gross receipts or sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 a b Less returns and allowances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b 19.314. 2 Cost of goods sold (Schedule A, line 8).... .... , ...... .. ... , .... .. . . . . . . , . . .. . . . . . .., . ..... . " .... 3 Gross profit. Subtract line 2 from line 1 c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .~. . . . . . . . . . . . . . . . . . . . . . 4 ~:~~~~~~~~~~/:)(I.~~~). ~~~. ~~~~~.~~~~.~r.s~i~~: .~~t.~t~~., .~~~. ~r~~.t~.~.. .... . ................... 5 Net farm profit (loss) (attach Schedule F (Form 1040))...... .~. .......................... 6 Net gain (loss) from Form 4797, Part II. line la...... '(P'~' ...................,....... 7 ~~~;~An;~~~u9~r~.................................~.................................... 8 Total income ass. Combine lines 3 throu h 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Salaries and wages (other than to partners) (less employment credits). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Guaranteed payments to partners.................... ..... ....... . .. . ..... . ............. ......... 11 Repairs and maintenance, ............................. ..... .... . ... . ......... ......... ......... 12 Bad debts. . . . " . .. ., . . .... '" .. .,.. .... ...... .. ................ . .. ....... ..... ................. 13 Rent......,.................................................................................... 14 Taxes and licenses, .......... .. ... . ....,................... .. .. '" .. .... .. ... . .. ...... " .... ... 15 Interest........................................................................................ 16a Depreciation (if required, attach Form 4562) . . . . . . . . . . . . . . . . . . . . . . . . . .. 16a 245 . b Less depreciation reported on Schedule A and elsewhere on return. .... 16b 17 Depletion (00 not deduct oil and gas depletion.).............. .. " . ... ..... . '" . .. . .............. . 18 Retirement plans, etc. . .. . . ... . . . . . . . .. . . . . . . . . . . " . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . .. . . . , 19 Employee benefit programs... . . . . . ....,. .. .. .... ............ . . . . . .. .. .... . ............... ......, 20 Other deductions (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . See .Otber .cIeducti 21 Total deductions. Add the amounts shown in the far ri ht column for lines 9 throu h 20. . . . . . . . . . . .. 21 OMS No.1S45.0099 2003 o Em,Iloyer idendllcallon number 25-1640218 E Date business started 04/01/90 1c 19,314. 2 3 17.720. 1.594. 4 5 6 7 8 1,594. 602. 16c 17 18 19 245. 20 66.750. 67.597. 22 Ordina income (loss) from trade or business activities. Subtract line 21 from line 8. . . . . .. . . . .. . . .. 22 - 66, 003 . 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 general partner or limited liability company member) is based on all information of which preparer has any knowledge. ~ ~ Signature of general partner or limIted liability company member Oate Preparer's sIgnature Dale 03/29/04 Check if self. ~ X employed. . . . Firm's name Larr B Shoo CPA (or yours ,t .. Iself.emPloyed). ~ 711 State St address. and I~Pc~e Lemovne For Paperwork Reduction Act Notice. see separate instructions. May tile IRS discuss this return with the preparer shown below (see inslls)? X y.. Preparer's SSN or PTIN No P00023646 PA 17 43 ElN · 25-1720690 ""-nG. (717) 763-7781 Form 1065 (2003) P'Tl"A0112 0III25Ill3 I -1'--' -- .- '" ,. a! ..- LJ-' ... ~...... , (( i! ' ) ....., i '..'-, j -:,---' """....~ "--' II~:::'::~~:I ~:~R:fA~~:d: :~d (see instructions) 25-1640218 Page 2 I 1 Inventory at begmning of year. , . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 114, 803 2 Purchases less cost of items withdrawn for personal use.........,........,.............................. . 2 2, 830. 3 Cost of labor ............................ ....... ........ ... .... ..... ....... .......... .......... ......... 3 4 Additional section 263A costs (attach schedule). . . . . . , . . . . . . , . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Other costs (attach schedule). , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 TotaJ. Add lines 1 through 5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 6 117, 633 7 Inventory at end of year .... ............., ...... ..... ...... ....... ...... ..... ..... ............. ......... 7 99, 913 8 Cost of goods sold. Subtract line 7 from line 6. Enter here and on page 1, line 2........................... 8 17, 720. 9a Check all methods used for valuing closing inventory: (i) ~ Cost as described in Regulations section 1.471-3 (ii) Lower of cost or market as described in Regulations section 1 .471-4 (iii) Other (specify method used and attach explanation). . . . . . . . . . . . .. . _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . b Check this box if there was a writedown of 'subnormal' goods as described in Regulations section 1.471-2(c). . . . . . . . . . . . . . . . . . ~ c Check this box if the LIFO inventory method was adopted this tax year for any goods (if checked, attach Form 970). . . . . . . . . .. . d Do the rules of section 263A (for property produced or acquired for resale) apply to the partnership?.. .. . .... ... ... .. 0 Yes X No e Was there any change in determining quantities, cost, or valuations between opening and closing inventory? . . . . . . , .. 0 Yes X No If 'Yes', attach explanation. I I I I I l~ije.:c:r~re-"Er::~}1 Other Information I 1 What type of entity is filing this return? Check the applicable box: a ~ Domestic general partnerShip b B Domestic limited partn~ c Domestic limited liability company d Domestic limite~' ers e Foreign partnership f Other ..~ ~ ~~~I~~~~ea~~~~se~~~~~ ~:~~:~~~i~i~I~O/p~~ne;~:~jpS~~~.~~ ...... t I: an~th~~'~:~~:~P~~~'i:' :~; ::i::~~ti~-t:~i'~'~' was disregarded as an entity separate from its owner under e Ions sections 301.7701-2 and 301.7701-31 If yes, see instructions for required attachment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Is this partnership subject to the consolidated audit procedures of sections 6221 through 62331 If 'Yes,' see Designation of Tax Matters Partner below, . . , .. . . . .. . ... . . . . . .... ... .... ........ ......... .. ... ... ..... .. .. .'. " . .......... ... ...... .. 5 Does this partnerShip meet all three of the following requirements? a The partnership's total receipts for the tax year were less than $250,000; b The partnership's total assets at the end of the tax year were less than $600,000; and c Schedules K.' are filed with the return and furnished to the partners on or before the due date (including extensions) for the partnership return. If 'Yes,' the partnership is not required to complete Schedules L, M-l, and M-2; Item F on page 1 of Form 1065; or Item J on Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. X 6 Does this partnership have any foreign partners? If 'Yes,' the partnership may have to file Forms 8804, 8805 and 8813. See instructions. ... . .. . . . . . . . . . .. . . 7 Is this partnership a publicly traded partnership as defined in section 469(1<)(2)? . . . . . . . . .. . . . . . . . . . . . . . . . . .. . .. . . . . . . . . . .. . . 8 Has this partnership filed, or is it required to file, Fonn 8264, Application for Registration of a Tax Shelter? ., . . . . . . . . . . . . . . . . 9 At any time during calendar year 2003, did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? See the instructions for exceptions and filing requirements for Form TO F 90-22.1. If 'Yes,' enter the name of the foreign country , . I X I X X I I I X X X I ------------------------------------------------ X I 10 During the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? If 'Yes,' the partnerShip may have to file Form 3520. See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . 11 Was there a distribution of property or a transfer (e.g., by sale or death) of a partnerShip interest during the tax year? If 'Yes,' you may elect to adjust the basis of the partnership's assets under section 754 by attaching the statement described in the instructions under Elections Made By the Partnership. , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Enter the number of Forms 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships, attached to this return . . . . . , . . . . . .. ....... . . . . . . . . . . . . . . . . . . . ~ x I X Designation of Tax Matters Partner (see instructions) I Enter below the general partner designated as the tax matters partner tTMP) for the tax year of this return: Name of deSIgnated TMP ~ Rooney L. Felmlee 71 5 Locust POlnt l1echani csburg. PA Identifying numberofTMP ~ 187-38-0844 I Address of , deSignated TMP ~ Rd 17055 ?'T?AO 112 :8125103 Form 1065 (2003) I;~~~:~~~; ~~~~:~:.B~~a:e~'~f Income Credits Deductions etc (a) Distributive share items 1 Ordinary income (loss) from trade or business activities (page 1, line 22). . . . . . . . . . . . . . . . . . . . . . 2 Net income (loss) from rental real estate activities (attach Form 8825). . . . . . . . . . . . . . . . . . . . . . . . . 3a Gross income from other rental activities. . . . . . . . . . . . . . . . . . . . . . . . . 3a b Expenses from other rental activities (attach sch). . . . . . . . . . . . . . . . . . . . . . . . . . . 3b c Net income (loss) from other rental activities. Subtract line 3b from line 3a. . . . . . . . . . . . . . . . . . . . 4 Portfolio income (loss) (attach Schedule 0 (Form 1065) for lines 4d and 4e:........ .. .. .. .... . a Interest income, .. ... ... . . . .... . . . .. .... ... . ... ............. .... ., .. ........ ... .... .. .... . b Dividends: (1) Qualified dividends. ~ _ _ _ _ _ _ _ _ _ _ _ (2) Total ordinary dividends ~ c Royalty income ,.......................................................................... d Net short.term capital gain (loss): . (1) post. May 5, 2003 . .. ~ _ _ _ _ _ _ _ _ _ _ _ (2) Entire year. . ~ e Net long.term capital gain (loss): (1) post. May 5, 2003 ., ~ _ _ _ _ _ _ _ _ _ _ _ (2) Entire year .. ~ f Other portfolio income (loss) (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Guaranteed payments to partners. . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a Net section 1231 gain (loss) (post-May 5, 2003) (attach Form 4797). . . . . . . . . . . . . . . . .. . . . . . . . . . b Net section 1231 gain (loss) (entire year) (attach Form 4797). . . . .. . . . . . . . . . . . . . . . . .. . . .. . . . . . 7 Other income (loss) ....,.................................................................. 8 Charitable contributions (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Section 179 expense deduction (attach Form 4562) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Deductions related to portfolio income (itemize). . . . . .. . . . . . . . . . . . . . . , . . . .. . . . . . . . . .. .. . . . . . . . 11 Other deductions. . . . , . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . :.. . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . 12a Low-income housing credit: (1) From partnerships to which section 42(j)(5) applies.. .. . . . . , . . (2) Other than on line 12a(1) .....,......................................................,. b Qualified rehabilitation expenditures related to rental real estate activities (attach Form ~. . . . . . . . . . . . . . . . . . . . . . c Credits (other than credits shown on lines 12a and 12b) related to rental r ' i es ,.................... d Credits related to other rental activities. . . . . . . . . . . . . . . Q .... ........................ 13 Other credits , , . . , . , . . . . . , . . . . . . . . . . . . . . . . . . 14a Interest expense on investment debts. . . . , . b (1) Investment income included on lines 4a, (2) 2) Investment ex enses included on line 10 a ......... ... ... . .. ..... ........ .... ....... 15a Net earnings (loss) from self.employment................................................... b Gross farming or fishing income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . c Gross nonfarm Income. . . . . . . . . . . . . . . . . . . . , . . . . . . . . , . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . 16a Depreciation adjustment on property placed in service after 1986... ....... ... .. .. . .... ..... . . b Adjusted gain or loss . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Depletion (other than oil and gas). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Gross income from oil, gas, and geothermal properties.. ... .... .. ..... . .... . .. ...... .. . . . (2) Deductions allocable to oil, gas, and geothermal properties. .. . ...... .. . ... . . .... .. ... .. .. e Other ad'mnts & tax pref items . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 a Name of foretgn country or U.S. possession .,. . . · _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ b Gross income from all sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Gross income sourced at partner level. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Foreign gross income sourced at partnership level: (1) Passive · (2) Listed categories (attach sch) · e Deductions allocated and apportioned at partner level: (1) Interest expense · (2)Other ............................ . . . . . . . ~ f Deductions allocated and apportioned at partnership level to foreign source income: (1) Passive · (2) Listed categones (attach sch) · (3) General limitation ~ 9 Total foreign taxes (check one):. 0 Paid 0 Accrued ,.............................. h Reduction in taxes available for credit (attach schedule). . , . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Section 59(e)(2) expenditures: a Type.,. · _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ b Amount.... ~ 19 Tax-exempt Interest income. , . . ' . . . . . . . . . . . .. . .. .. ..... .. , . . . .. .... ...... .. . . . .. .. .... ... . . 20 Other tax-exempt income, . . .. . . . . . . . . . . . . , . . . .... ... .. .. , ... . . , . .. . . ... . .. . . .. . .. .' .. . . . . . 21 Nondeductible expenses, ,.".......".....,..,............,.............................. 22 Distributions of money (cash and marketable securities). . . . . . . . . . . . , . . . , . . . . . . . . . . . . . . . . . . . , . 23 Distributions of property other than money. . . . . . . . , , . . . . . . . . . . , . , , . . , . . . . . . . . . . . . . . . , . . . . . . . . 24 Other Items and amounts required to be reported separately to partners (attach schedule) , , , , . . , . . . , , . ' , . . . ' , , . ' , , . , . . , , . , . . . . . , , . , . . . . . . . . , . . . . . . . . , . . . . . . , I I I Ilncome (Loss) I I Deduc. I tions I Credits Ilnvest- ment Interest I Self. Employ- ment I Adjust- ments and Tax Prefer- I ence Items I I Foreign Taxes I I I Other I (3) General limitation ~ 25-1640218 Pa e 3 4a 4b 4c 4d 4e 4f 5 6a 6b 7 8 9 10 11 12a 12a (2 12b 12c 12d 13 14a 14b 14b 15a 15b 15c 16a 16b 16c 16d 16d 16e -66,003. 1,594. ~--,,~_.--- ,~--...-~ ---- . ~'!:... . ~';t.:~ ~~\~ . . . ~l~ BAA Form 1065 (2003) "TPAOl34 12126103 Analvsis of Net Income (Loss) 1 Net income (loss). Combine Schedule K, lines 1 through 7 in column (b). From the result subtract the .1 I sum of Schedule K. lines 8 throuoh 11, 14a. 170, and 18b,."",..,....,...........,......"..", ,.,.. 1 -66,003. 2 AnalysIs by (I) Corporate (Ii) Individual I (iii) Individual (Iv) Partnership I (v) Exempt (vi) Nominee/Other partner type: (active) (passive) organization a General -66,003.1 I partners ... . b Limited I I partners ' , ' . 1:r~~I;~\I~~ln~;~~~~ree~~~~k~ired if Question 5 ~:~~~~:~I:f ~a~s ;enaSrwered 'Yes.' Assets (a) (b) 1 Cash,.,..".,...,...............,......... 2a Trade notes and accounts receivable. ...... . b Less allowance for bad debts . . . . . . . . . . . . . . . 3 Inventories....,...,.,.......,............. 4 U.S. government obligations. . . .. , .. . ... ... . 5 Tax-exempt securities.. .. . .. . . . . . .. . ..... . . 6 Other current assets (attach schedu/e). . . . . . . . . . . . . . . 7 Mortgage and real estate loans. . . . . . . . . . . . . . 8 Other investments (attach schedule) . . . . , . . . . . . . . . . . 9a Buildings and other depreciable assets. . . . . . . b Less accumulated depreciation. . . . . . . . . . . . , . 10a Depletable assets, , , . . . . . . , . , . . . . . . , . . . . . . , b Less accumulated depletion.. . . . , , .. . . , .. . , , 11 Land (net of any amortization) , . . . . . , . . . . . , . 12a Intangible assets (amortizable only) , . .. . . .. . b Less accumulated amortization. . . , . . . . . . . . . . 13 Other assets (attach schedule). . . . . . . . . . . . . . 14 Total assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Liabilities and Capital Accounts payable . . . . . . . . . . . . . . . . . . . . . . . . . . Mortgages, notes, bonds payable in less than 1 year ,... Other current liabilities (attach sch) ................ All nonrecourse loans ..... . . , . . . . . . . . . . . . . . Mortgages. notes, bonds payable in I year or more '.... Other liabilities (attach schedule) . . . . . . . , . . , . . . . . . . Partners' capital accounts. . . . . . . . . . . . . . . . . . Total liabilities and capital. . . . . . . . . . . . . . . . . . edllllRI Reconciliation of Income Net income (loss) per books. . .. ..... .... Income included on Schedule K, lines 1 through 4, 6b, and 7, not recorded on books this year (itemize): I Form 1065 (2003) AFFORDABLE SO I S I I I I I I I I I I I I I 3 Guaranteed pmts (other than health insurance) . . . . . 4 Exl)!!nses recorded on books this ~r not included on Schedule K, lines 1 through 11, 14a, 17g, and 18b (itemize): a Oepreclation ",.,. $ b Travel and - - - - - - - - - - - entertainment ,.", $_ _ _ _ _ _ _ _ _ _ _ I I I 3 4 I 5 Aad lines 1 througn 4 , 25-1640218 Page 4 End of tax year (e) (d) '~~'l1Q~~~] '~1~i-U 7 Deductions included on Schedule K, lines 1 through 11, 14a, 17g, and 18b, not charged against book Income this year (itemize): a Depreciation ,.... $_ _ _ _ _ _ _ _ _ _ _ 8 Add lines 6 and 7 , . , , . , ' , , , . . , , . , , . , , , 9 Income (loss) (AnalysIs of Net Income (Loss), ilne 1). I Subtract line 8 from line 5 ,I ita I Accounts 6 Distributions: a Cash, , , b Property Other decreases (itemize): 8 Add lines 6 and 7 , I 9 Balance at end of year. Subtract !me 3 from ;I.~e : , ;::T:lA0134 :2126,03 Form 1065 (2003) I I Schedule K- 1 (Form 1065) I I Partner's Share of Income, Credits, Deductions, etc Department of the Treasury I nlelnll Revenue Service Partner's identi in number. Partner's name. address. and ZIP code Rooney L. Felmlee 71 S Locust Point Mechanicsburg, PA Rd 17055 AFFORDABLE 50'S 1170 W TRINDLE RD MECHANICSBURG, PA 17055 A This partner is a X general partner limited partner o limited liability company member B What type of entity is this partner?.. ~ INDIVIDUAL C Is this partner a I8J domestic or a 0 fu~ign- p~rtn;r? - - - - - D Enter partner's % of: (I) ~e",'r!::ll~ or (Ii) ~~~f Profit sharing..... _ _ _ _ _ _ _ _ _ _ % _ _ _ _?.o_...QQ.~O..Q % Loss sharing..,.. _ _ _ _ _ _ _ _ _ _ % __ _ _~O_...QQ.O_O..Q % Ownership of capital.. _ _ _ _ _ _ _ _ _ _ % _ _ _ _~O-,..QQ.O_O..Q % E IRS Center where partnership filed return: C I N C I N NA TI. 0 H J Anal sis of artner's ca ital account: I I I I I I I Income (Loss) I I I I Deduc. tions I I I I OMS No. 1545-0099 2003 25-1640218 F Partner's share of liabilities (see instructions): Nonrecourse........................... $_ _ _ _ _ _ _ _ _ __ Qualified nonrecourse financing . . . . . . . .. $ _ _ _ _ _ _ _ _ _ _ _ Other.................................. $_ _ _ _ _ _ _ _ _ __ G Tax shelter registration number. ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ H Check here if this partnership is a publicly traded partnership as defined in section 469(\<)(2) . . . . . . . . . . , . . . . . . . . . , . . . . . , . .. D I Check applicable boxes: (1) OFinal K-1 (2) 0 Amended K-1 (a) Capital account at beginning of year (b) Capital contributed during year (c) Partner's share of lines 3, 4, and 7, Form 1065, Schedule M-2 (d) Withdrawals and (e) Capital account at end of distributions year (combine columns (a) through (d)) ..r (b) Amount -33,001. (a) Distributive share item 1 Ordinary income (loss) from trade or business act~' .. . r\ . 2 Net income (loss) from rental real estate activities. . . . . . . ., ....... U . 3 Net income (loss) from other rental activities. . . . . . . . . . . . .. . .. . . . . . . . . . 4 Portfolio income (loss): a Interest income. , .. . . . . . . . . . .. .. . ...... ... . .......... ..... .. . .. b (1) Qualified dividends. . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . .. . . . . . . . . (2) Total ordinary dividends .................................... c Royalty income ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Net short-term capital gain (loss) (post-May 5, 2003). . . . . . . . . . (2) Net short-term capital gain (loss) (entire year). . . . .. . . , . . . . . . . e (1) Net long-term capital gain (loss) (post-May 5, 2003) . . . . . .. . . . (2) Net long-term capital gain (loss) (entire year). . . . . . . . . . . . . . . . . f Other portfolio income (loss) (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Guaranteed payments to partner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a Net section 1231 gain (loss) (post-May 5, 2003) . . . . . . . . . . . . . . . . . . b Net section 1231 gain (loss) (entire year) . ............. .... ... . .. 7 Other income loss attach schedule ........................... 8 Charitable contributions (see instructions) (attach schedule). . . . . . . . . . . . . . . . . . . 9 Section 179 expense deduction. . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . 10 Deductions related to portfOliO income (attach schedule). . . . . . .. . . . . . . . . . . . . . . 11 Other deductions (attach schedule) , . , . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . 12a Low-income housing credit: (1) From section 42(j)(5) partnerships. . . . . . . . . . . , . . . . . . , . . . . . , . . (2) Other than on line 12a(1) . . . , . , . . . . . . . . . . . . . . . . . . . , , . . . . . . . . b Qualified rehabilitation expenditures related to rental real Credits estate activities , . , . . . . . . , . . . . . . , , . . , . . . . . . . . . . . . . . . . , . , . . . . . . . . c Credits (other than credits shown on lines 12a and 12b) related to rental real estate activities . . . . . . . . . , , . . . . . . . . . . . . . . . . . d Credits related to other rental activities, . . . . . . , . . , . . . . , . . . . . . . , . . 13 Other credits "",.,.,.....,...."...........,....."........,. BAA For Paperwork Reduction Act Notice, see Instructions for Form 1065. FTPAOJ12 10121/03 41 5 6a 6b 7 8 9 10 11 12c 12d 13 (c) 1040 filers enter the amount in column (b) on: See Partner's Instructions for Schedule K-1 (Form 1(65). Form 1040, line Sa Form 1040, line 9b Form 1040, line 9a Schedule E, Part I, line 4 Schedule D, line 5, column (g) Schedule D, line 5, column f) Schedule D,line 12, column g) Schedule D, line 12, column (f) See Partner's Instructions for Schedule K-1 (Form 1(65). Schedule A, line 15 or 16 See Partner's Instructions for Schedule K-l (Form 1(65). ~ Form 8586, line 5 1 See Partner's Instructions for Schedule K-l (Form 1(65). Schedule K.1 (Form 1065) 2003 I L. Felmlee Schedule K.1 (Form 1065) 2003 Roane Invest. ment Interest Self. employ. ment Adjust. I ments and Tax Pref. erence Items I I Foreign Taxes I I I I Other I I Supple. I mental Infor. mation I I I 14a Interest expense on investment debts. . . . . . . . . . . . . . .. " .. . .. .. . . . b (1) Investment income included on lines 4a, 4b(2), 4c, and 4f... ... 2) Investment expenses included on line 1Q .. .. ..... .. .. ....... . 15a Net earnings (loss) from self.employment. ... . ....... .... ....... . b Gross farming or fishing income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Gross nonfarm income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a Depreciation adjustment on property placed in service after 1986 . . , . . . . . . . . .. . . b Adjusted gain or loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . c Depletion (other than oil and gas) . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Gross income from oil, gas, and geothermal properties. . . . . . . . (2) Deductions allocable to oil, gas, and geothermal properties. . . . e Other adjustments and tax preference items (attach sch) . . . . . . . . . . . . , . . . . . . . . 17a Name of foreign country or U.S. possession , ~ _ _ _ _ _ _ _ _ _ _ _ __ b Gross income from all sources . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . c Gross income sourced at partner level. . . . . . . . . . . . . . . . . . . . . . . . . . . d Foreign gross income sourced at partnership level: (1) Passive, . . , , . . . . . . . . , . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Listed categories (attach schedule). . . . . . . . . . . . . . . , . . . . . . . . . . . (3) General limitation, . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Deductions allocated and apportioned at partner level: (1) Interest expense. . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . (2) Other ,....,........................................,....... f Deductions allocated and apportioned at partnership level to foreign source inc ~ ~::~V:';~~;;~i;w~j,;d.-;j . . .. . . .. . . . ...~. . (3) General limitation . . . . . . . . . . . . . . . . . . . . . . . . . ~:~ . . . g Total foreign taxes (check one): · 0 Paid ~Accrued . . h Reduction in taxes available for credit (attach schedule). . . . . . . . . . . . " . . . . . . " 17h 18a Section 59(e)(2) expenditures: a Type · IIiIi --------------- b Amount, . . . . . , . . . . . ... . .., . ..... ..... .. ... ... '" .. .. ........ .. 18b 19 Tax.exempt interest income..................................... 19 20 Other tax.exempt income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20 21 Nondeductible expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 21 22 Distributions of money (cash and marketable securities~ . . . . . . . . .. 22 23 Distributions of property other than money. . . . . . . . . . . . . . . . . . . . . .. 23 24 Recapture of low.income housing credit: a From section 42(j)(5) partnerships. . . . . . .. . . . . . . . .. . . . . .. . . . . . . . . b Other than on line 24a.. .... . ... .. .. ... . , .. .. . . . ...... .. .. ...... 24b 25 Supplemental information required to be reported separately to each partner (attach additional schedules if more space is nlJeded): (a) Distributive share item r>TPA0312 10/21/03 187-38-0844 Pa e2 (c) 1040 filers enter the amount in column (b) on: Form 4952, line 1 See Partner's Instructions for Schedule K-l (Form lIES). - 3 3 00 1. Schedule SE, Section A or B See Partner's Instructions for Schedule K.1 (Form 1065). (b) Amount 797. See Partner's Instructions for Schedule K-1 (Form 1065) and Instructions for Form 6251. Form 1116, Part I Form 1116, Part II Form 1116, line 12. See Partner's Instructions for Schedule K -1 (Form 1065). Form 1040, line 8b See Partner's Instructions for Schedule K-l (Form 1065). Form 8611, line 8 Schedule K.' (Form 1065) 2003 I Schedule K-' I (Fonn 1065) I Partner's Share of Income, Credits, Deductions, etc OMS No. 1545-0099 be innin 193-24-1336 2003 OeIlaItment of !he TreasUIY Inlemal Rewnue Service Partner's identi 'n number. Partne<s name. acldrll$S, and ZIP code James C. Felmlee 133 Locust Point Road II Mechanicsburg. PA 17055 I A This partner is a X general partner o limited liability company member B What type of entity is this partner?.. ~ INDIVIDUAL C Is this partner a IRJ domestic or a 0 fo~ign- p~rtn;r? - - - - - I D Enter partner's % of: (i) ~:'m~~ or (il) ~a?f Profit sharing.,..._ _ _ _ _ _ _ __ _ % _ _ _ _~O_..QQ.O_O.Q % Loss sharing .....__________ % ____~O_..QQ.O_OQ% I Ownership of capital. . _ _ _ _ _ _ _ _ _ _ % _ _ _ _ ~O_, .QQ.Q.OQ % E IRS Center where partnership filed return: CINCINNATI. OH J Anal sis of artner's ca ital account: I I Credits I BAA For Paperwork Reduction Act Notice. see Instructions for Fonn 1065. I I I I I Income (Loss) I I I I Deduc- tions .20 25-1640218 AFFORDABLE 50'5 1170 W TRINDLE RD MECHANICSBURG. PA 17055 limited partner F Partner's share of liabilities (see instructions): Nonrecourse . . . . . . . . . . . . . . . . . . . . . . . . . .. $_ _ _ _ _ _ _ _ _ _ _ Qualified nonrecourse financing . . . . . . . .. $_ _ _ _ _ _ _ _ _ _ _ Other. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $_ _ _ _ _ _ _ _ _ _ _ G Tax shelter registration number. ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ H Check here if this partnership is a publicly traded partnership as defined in section 469(k)(2) . . . . . . . . . . . . . . . . . . . . . . . . . , . . .. 0 I Check applicable boxes: (1) OFinal K-1 (2) 0 Amended K-1 (a) Capital account at (b) Capital contributed beginning of year during year (c) Partner's share of lines 3, 4, and 7, Form 1065. Schedule M-2 (d) Withdrawals and I (e) Capital account at end of distributions year (combine columns (a) through (d)) (a) Distributive share item (b) Amount (e) 1040 filers enter the amount in column (b) on: -33.002. 1 Ordinary income (loss) from trade or business activities. . . . . . . . . 2 Net ,"""'. ('oss) "m ,""" ..., ...... -,,.. . . . .. . .. . . . . . . . ~. =. ~:;:=~;:,~".~~. .... .... ....g9.. b (1) Qualified dividends . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . , . (2) Total ordinary dividends ,...............................,... c Royally income ,............................................... d (1) Net short-term capital gain (loss) (post.May 5, 2003). . . .. . . . . . (2) Net short-term capital gain (loss) (entire year).. . . . . . . . . . . . . . . e (1) Net long-term capital gain (loss) (post-May 5, 2003) . . . .. . . . . . (2) Net long-term capital gain (loss) (entire year). . . . . . . . . . . . . . . . . f Other portfOlio income (loss) (attach schedule) .. . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Guaranteed payments to partner . . . . . . . . . . . . . . . . . . .. . . . . . .. . . . . . 6a Net section 1231 gain (loss) (post-May 5,2003) .... .. ....... ..... b Net section 1231 gain (loss) (entire year) . . . . . . . . . . . . . . . . . . . . . . . . 7 Other income loss attach schedule ........................... 8 Chantable contributions (see instructions) (attach schedule). , . . . . . . . . . . . . . . . . . 9 Section 179 expense deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Deductions related to portfolio income (attach schedule). , . . . . . . . . . . . . . . . . . . . . 11 Other deductions (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a Low-income housing credit: (1) From section 42(j)(5) partnerships. . . . . . . . . . . . . , . . . . . . . . . . . . . (2) Other than on line 12a(1) , . . . . . , . . . . . . . . . . .. .. . . . .. .. . . . . . . . See Partner's Instructions for Schedule K-1 (Form 1065). Form 1040, line 8a Form 1040, line 9b Form 1040, line 9a Schedule E, Part I, line 4 Schedule D, line 5, column (g) Schedule D, line 5, column f) Schedule D, line 12, column g) Schedule D, line 12, column (I) 4f 5 6a 6b 7 8 9 10 11 See Partner's Instructions for Schedule K-1 (Form 1~. Schedule A, line 15 or 16 See Partner's Instructions for Schedule K-1 (Form 1065). h Fo,m 8586. 110' 5 b Qualified rehabilitation expenditures related to rental real estate activities . . , . , , . , . . . . . . . , , . ' . . . , . . . . , , ' . . . . , . . . . , . . . . . . . . c Credits (other than credits shown on lines 12a and 12b) related to rental real estate activities , . , , . , , . . . , , , . , , . . . . , . , . . , . . d Credits related to other rental activities. . . . , . . ' , . . . . . . . . . . . . . , . . . 13 Other credits ' . . ' . . . , , . , . . ' , , . ' . . , , , . ' , ' , , , . , . , . . , . . . , , , See Partner's Instructions for Schedule K-l (Form 1065). 12c 12d 13 Schedule K-1 (Form 1065) 2003 ?T?A0312 10121/03 I Schedule K.1 (Form 1065) 2003 James C. Felmlee (a) Distributive share item (b) Amount , Invest. I ment Interest Self. employ. ment Adjust- I ments and Tax Pref. erence Items I I Foreign I Taxes I I Other I I I Supple- mental Infor- mation I I I - 33 . 002. Schedule Sf, Section A or B See Par1ner's Instructions for Schedule K-1 (Form lIES). 14a Interest expense on investment debts. . . . . . . . . . . . . . . . . . . . . . . . . . . . b (1) Investment income included on lines 4a. 4b(2), 4c. and 4f. . . . . . Investment expenses included on line 1Q................. .. ,. 15a Net earnings (loss) from self-employment........ ......... ....... b Gross farming or fishing income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Gross nonfarm income ,..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 a DeprecIation adjustment on property placed in service after 1986 . . . . . . . . . . . . . . . b Adjusted gain or loss. . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Depletion (other than oil and gas) , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Gross income from oil. gas, and geothermal properties. . . . . . . . (2) Deductions allocable to oil. gas, and geothermal properties. . . . e Other adjustments and tax preference items (attach sch) . . . . . . . . . . . . . . , . . . . .. 16e 17a Name of foreign country or U.S. possession . ~ _ _ _ _ _ _ _ _ _ _ _ _ _ ",Ih, b Gross income from all sources. ... .. . . . .. ................... . . .. 17b c Gross income sourced at partner level.... .... ... .......... .. . . .. 17c d Foreign gross income sourced at partnership level: ,'$ (1) Passive . , , . , . , . , . , . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . , . . . ., 17d ) (2) Listed categories (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . ,. 17d 2) (3) General limitation. . . . , . , , . . . . , . . . . . . . . . . . . . . . . . . . . . , . . . . . . " 17d(3 e Deductions allocated and apportioned at partner level: P~! (1) Interest expense. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . , . . , .. 17e 1 (2) Other .........,.,.......................................,.. 17e(2) f Deductions allocated and apportioned at partnership level to foreign source income:" (1) Passive .................................................. (2) Listed categories (attach schedule) . . . . . . . . . . . . . . . . . . ~ 9 ~~e;;;:~~~;::,:o~~~ ~~~i .~. H HO p;" H . H .~ h Reduction in taxes available for credit (attach schedule) . . . . . . . . . . . .. . . . . . 183 Section 59(e)(2) expenditures: a Type · _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ b Amount .... , . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . ., 18 b 19 Tax-exempt interest income. , , . . . . .. .. . .. ... .. ...... ... ... '" . .. 19 20 Other tax-exempt income. . . . . . . . . . . .. . . ...... .. ............ .... 20 21 Nondeductible expenses. . . . . . . . . . .... . ....... .. .. ........ ... . .. 21 22 Distributions of money (cash and marketable securities~ . . . . . . . . .. 22 23 Distributions of property other than money. . . . . . . . . . . . . . . . . . . . . ,. 23 24 Recapture of low-income housing credit: a From section 420)(5) partnerships. ...... ....... . . ........ ..... .. b Other than on line 24a.. . . . . .. . . . . . . . . . ..... .. . ... . .. .. ... , . .. .. 24b 25 Supplemental information required to be reported separately to each partner (attach additional schedules if more space is needed): 797. 193-24-1336 Pa e 2 (c) 1040 filers enter the amount in column (b) on: Form 4952, line 1 See Partner's Instructions for Schedule K-1 (Form 1065). See Partner's Instructions for Schedule K-1 (Form 1065) and Instructions for Form 6251. Form 1116. Part I Form 1116. Part II Form 1116. line 12. See Partner's Instructions for Schedule K-1 (Form 1065). Form 1040, line 8b See Partner's Instructions for Schedule K-l (Form 1065). Form 8611, line 8 PT?A0312 10121103 Schedule K.1 (Form 1065) 2003 I AFFORDABLE 50'S 25-1640218 I Form 1065, Line 20 Other deductions I I I I I I I I I I I I I r r Util Hies Insurance Shows Bank Charges Subscriptions Titles Legal Fees Advertising Supplies Fuel Office Supplies Dues Repairs and Parts 3,835. 3. 061. 825. 97. 56. 90. 2,480. 7,526. 1,086. 125. 219. 30. 47.320. Total 66.750. ~~~1 / I IForm 1 065 Sales 2002 Use the IRS label. Other- wise, print or type. IRS use only - Do not write or staple in this space. ,2002, and endin . 20 OMS No.1S45-0099 D Employer identillc:atlon numb... AFFORDABLE 50'S Number. street. and room or suite number. If a FO.O. box. see Instructions. 25-1640218 E Date business started 04/01/90 F Total assets (see instrs) 1170 W TRINDLE RD City or town Used Autos C BUSIness code number 441120 G Check applicable boxes: (1) H Check accounting method: (1) I I N C I 0 M E I I 5 I E E I N D 5 T I E R D u U c C T I T 0 I~ N 5 F S 0 R I L I M I T A T I I 0 N 5 I ISign Here Stale ZIP code MECHANICSBURG Initial return (2) Final return Cash PA 17055 (3) 1 a Gross receipts or sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 a b Less returns and allowances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b 30 715. 1c 30,715. 2 Cost of goods sold (Schedule A. line 8). ' . . , , , , . , . , . , . . , .. , ,. , . . , . . , , . . . , . . . . , , . . . . .. ' . . . . . .. . , . . . 3 Gross profit. Subtract line 2 from line 1 c. . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Ordinary income (loss) from other partnerships. estates, and trusts 5 ~:':":~~.~~'~~)(a~i.s~~~;; iF;;';',;.Dj) · · · · . · · · · · · · · · i5J ~ . . . . . . . . . . . . . . . 6 Net gain (10") "om Fo.m 4797, Part II, line t a . . .. . .. .. .. . .. ..~ ~.. ~ .. . . .. . . .. . .. .. 7 ==J,~f)............................... ...~y........................... 8 Total income oss. Combine lines 3 throu h 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.940. 14.775. 2 3 4 5 6 7 8 14.775. 9 Salaries and wages (other than to partners) (less employment credits). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Guaranteed payments to partners. . . . . . . . . .. . . .. . . . . . . . . .. .. . . . . . . . . . . . .. . . . . . . . . . . .. . . . . . . . . . . .. 10 11 Repairs and maintenance.. . ... .,. ..... ....... ...... ............ ...... ..... ... ..... ........... .. 11 12 Bad debts, . . ' . ' . , . . ' , . , . . " ,.,..,.,.,.,.".....", , , , . , .. ' . . . ' , , , . . . , . . . . . . . . . . . , . . . .. 12 13 Rent....,...,.............,.....................,................,............................. 13 14 Taxes and licenses '............................................................................ 14 15 Interest........................................................................................ 15 16a Depreciation (if required, attach Form 4562)...........,............... 16a 61. b Less depreciation reported on Schedule A and elsewhere on return.. ... 16b 16c 17 Depletion (Do not deduct oil and gas depletion.)............................. ..... .. ...... ...... .. 17 18 Retirement plans, etc. . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . ... ... . .... . . . . . . . . . . . . . . . .. . ., . .. . . . . . . . .. 18 19 Employee benefit programs...... ...... .. . .. . .. .... .......,..... .... . . . . ... ... ........ .. .... ..... 19 20 Other deductions (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . See Other. deductions.. 20 1, 304 . 61. 34.629. 21 Total deductions. Add the amounts shown in the far ri ht column for lines 9 throu h 20 . . . . . . . . . . . .. 21 35.994. 22 Ordina income (loss) from trade or business activities. Subtract line 21 from line 8. . . . . . . . . . . . . . .. 22 - 21 . 219 . 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 general partner or limited liability company member) is based on all information of which preparer has any knowledge. ~ May the IRS discuss this return with the prefarer shown below (see .nslrs). X Ves Preparer's SSN or PTlN No ~ I Preparer's SlQnalure Paid Preparer's Firm's name (or yours ,f Use Only self.employee). ~ I address. and ZIP code L emoy ne BAA For Paperwork Reduction Act Notice, see separate instructions. 17043 fIN · 25 -1720690 Ptloneno. (717) 763-7781 Form 1065 (2002) Date Dale ;:r Check if self. ~ employed. . , . X P00224610 03/24/03 PA P'll"AOt 12 12127102 I '. AFFORDABLE 50'S 25-1640218 Pa e 2 Cost of Goods Sold (see instructions) 1 Inventory at beginning of year, ... . ..... . . , .... . .,. . .... . .,. .................. ,.., .... 1 118, 008. I Purchases less cost of Items withdrawn for personal use,.""""" , , , ........ . ... . . . . . . . . . . . . . . . . . . . . . . 2 12, 735. Cost of labor, . , . . , , . , . ' . . , . . . . . . , . , . . . . . . . . . . , . . . . . . . , . . . , . . , . . . . , ......... ... ............. ... ......... 3 4 Additional section 263A costs I (attach schedule). , . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Other costs (attach schedule). . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . , , . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 _ Total. Add I;ne' 1 'tvough 5.. . . . . .. . . . . .. .. . . .. .. . . . . . . . . .. . . . . .. . .. . . .. . . .. .. . ... . .. . . . . . . . .. .. . .. . . .. . 6 130,743. Inventory at end of year , , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 114,803. Cost of goods sold. Subtract line 7 from line 6. Enter here and on page 1, line 2. . . . . . . . . . . . . . . . . . . . . . . . . . . 8 15,940. 9a Check all methods used for valuing closing inventory: I (i) a Cost as described in Regulations section 1 .471.3 (ii) Lower of cost or market as described in Regulations section 1.471-4 (iii) Other (specify method used and attach explanation). . . . , , . , , . . , " ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ I Check this box if there was a writedown of 'subnormal' goods as described in Regulations section 1.471-2(c). . . . . . . . . . . . . . . .. ~ ~ Check this box if the LIFO inventory method was adopted this tax year for any goods (if checked, attach Form 970). . . . . . . . . . . ~ d Do the rules of section 263A (for property produced or acquired for resale) apply to the partnership? . . . . . . . . . . . . . . . .. B Yes X No Was there any change in determining quantities, cost, or valuations between opening and closing inventory? . . . . . . . . . Yes X No If 'Yes'. attach explanation, "'. Scfiedi.d~:B;3;.':;:1 Other Information. ;:-- _ What type of entity IS filing this return? Check tfle app'h~~I.~.J;IDx: ~ a Domestic general partnership b B Dome.., "m~~ c Domestic limited liability company d Domesti~t' p hip I Foreign partnership f Other , , . . ~ ~,.-::;:. Are any partners in this partnership also partnerships? . . . . . . . . . ~. . . . . . . . ~. ~. ~. ~. ~. ~. ~. ~. ~. ~. ~ ~. ~. ~. ~. ~. ~. ~ ~. ~. ~ ~.~ X 3 During the partnership's tax year, did the partnership own any interest in another partnership or in any foreign entity that was disregarded as an entity separate from its owner under Regulations sections 30l.nOl-2 and 301.nOl.3? If yes, see I ::St~~C~~~~:~~~i~q~~~:c~~:c~::~~~~;i~~t~~' ~~'~i~ '~r~~~~~;~~ '~i ~~~~i'~~~ '6~~ . t~r~~~~ '6233~' ;t' ,~~~:' .~~~. ~~~i~~~ti~~. . . . . . of Tax Matters Partner below .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Does this partnership meet all three ot the following requirements? IThe partnership's total receipts for the tax year were less than $250,000; The partnership's total assets at the end of the tax year were less than $600,000; and c Schedules K.1 are filed with the return and furnished to the partners on or before the due date (including extensions) lfor the partnership return. lr~~e~,~~h~gh~~~T~s~~~ ~~ .~~~ ~~~~~~~~ .t~. ~~~~~~~~ ~~~~~~.I~~. ~'. ~~ 1. '. ~~.~ ~~~;. ~t.~~. ~. ~~. ~~~.~ .1. ~~ .~~~~. ~ ~~;. ~~ . . . . . . . . . .. X 6 Does this partnership have any foreign partners? If 'Yes,' the partnership may have to file Forms 8804, 8805 and 8813. See instructions. . . . . . . . . . . . . . . . . . . . 'Is this partnership a publicly traded partnership as defined in section 469(k)(2)?..... ..... . .. .. .................. ...... .... Has this partnership filed, or is it required to file, Form 8264, Application for Registration of a Tax Shelter? . . . . . . . . . . . . . . . . . . At any time during calendar year 2002, did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? Isee the instructions for exceptions and filing requirements for Form TO F 90.22.1. If 'Yes,' enter the name of the foreign country . ~ ------------------------------------------------. 10 During the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? Ilf 'Yes,' the partnership may have to file Form 3520. See instructions, , ' , , . , . . . . ' . . . . . . . . . . . . . , . . . , . . . . . . . . . . . . . . . . . . . . . . . . I Was there a dlstrrbutlon of property or a transfer (e.g., by sale or death) of a partnership interest durrng the tax year? If 'Yes,' you may elect to adjust the baSIS of the partnership's assets under section 754 by attaching the statement descrrbed in the instructions under Elections Made By the Partnership. , , . ,. .".....,............,...'.,.........." 1~~n[~rst~:t~r~mberof Fonns8865,Return of ~,s',Per~ons ~ith R,espect to,Certai.n :,ore,ign. p,artnershiPs,. ~.ttached" ~ .elgnationUof Tax Matters Partner (see instructions) "I below the general partner deSignated as the tax matters partner (TMP) for the tax year of thiS return: a of Identifying :Sl natedTMP ~ Rooney L. Felmlee numberofTMP ~ 187-38-0844 ~ 71 5 Locust Point Rd Mechanicsburg. PA 17055 X X X X X x X dwss of ~.ated TMP -. F>TPA0112 12127/02 Form 1065 (2002) nalvsis of Net Income (Loss) , Net income (loss). Combine Schedule K, lines 1 through 7 in column (b), From the result, subtract the ,I I sum of Schedule K, hnes 8throuah 11, 14a, 170, and lab.. .,.....,..,., '" -. -,.,........ ..,. . .. , 1 -21.219. 2 AnalYSIS Oy (i) Corporate (ii) IndIvidual (iii) Individual (iv) Partnership (v) Exempt (vi) Nominee/Other I partner type: (active) (passive) organization a General -21,219. partllers ' , , . b limIted partners ... . e: schedules L, M.I and M.2 are not re uired if Question 5 of Schedule 8 is answered 'Yes.' hedulet.. Balance Sheets er Books Beginning of tax year Assets (a) (b) It ~:a~e'~~;~~'~~~'~~~~~~t~' ;~~~:~~~I~:::::::: II; Less allowance for bad debts . . . . . . , . . . . . . . . 3 Inventories...",."...,..,.....,.,..."... I U.S. government o~hgatlons ..............., Tax-exempt securrtles . . . . . . . , . . ... . . . . . . . . . 6 Other current assets (attach schedule). . . . . . . . . . . , . . . I Mortgage and real estate loans. . . . . . . . . . . . . . Other investments (attach schedule) . , . . . . . . . . . . . . . . 9a Buildings and other depreciable assets. . . . . . . 'less accumulated depreciation. , . . . . . . . . . . . . 1 Depletable assets. . . . . . . , . . . . . . , . . ' . , . . . . . . Less accumulated depletion. . . . . . . . . . . . . . . . . 11 land (net of any amortization) '" ."." ., itntanglble assets (amortizable only) . . . . . . . . . ess accumulated amortIzatIOn. . . . . . . . . . . . . . 3 Other assets (attach schedule) . . . . . . . . . . . . . . 410tal ass~:~iii'~~~'~~~'~~~i~~;"""""'" ;i Accounts payable . . . . . . . . . . . . . . . . . . . . . . . . . . S f,ortgages, notes, bonds payable," less than 1 year .... , er current liabilities (attach sch) ................ : " nonrecourse loans , . . , . ' . , , . . , . , . . . , . . . . I Irtgages, notes, bonds payable in I year or more ..... er liabilities (attach schedule), ",' , . , , ' , . , rtners' capital accounts ...'....,........, _ Total liabilities and capital. . . . , . . , . . . . . . . . . . ti ureM.:-~ Reconciliation of Income t income (loss) per books. . . . . . . . . . . . . Income included on Schedule K, lines I througlt 4, 6, and 7, not recorded on books this year (itemize): 11================== Guaranteed pmts (other than health insurance) . . . . . Ises recorded on books this year not included .hedule K, lines I through 11, 14a, 17g, and 1 ltemtze): DepreclatJon '..... $_ _ .;.. _ _ _ _ _ _ _ _ Travel and Ilnment , , . '. $- - - - - - - - - - - "'. lines 1 throu h 4 . . . . . . . . . . . . , . . . . . . e'CUlle.M..Z' Anal sis of Partners' Ca ital Accounts ce at beginning of year . , . , . . . . . . , . at contributed: a Cash .,.......... b Property ,. , . . . . . . ~~.come (loss) per books".,......... ~creases (itemize): _ _ _ _ _ _ _ _ _ _ Lm 1065 (2002) AFFORDABLE 50' 5 25-1640218 Page 4 End of tax year (c) (d) '. .,~;.,...;.,.~.;.';.:~. ~'....._.'."" ...;.......;.0< 7 Deductions included on Schedule K, lines 1 through 11, 143, 17g, and lab, not charged aqamst book income thi year (iternlze): a Depreciation ,.... $_ _ _ _ _ _ _ _ _ _ _ 8 Add lines 6 and 7 '. . ' . . , , . . , , , , . , , , , , 9 Income (loss) (Analysis of Net Income (Loss), line 1). Subtract line 8 from line 5 '" . , . , 6 Distributions: a Cash. . . , , , , , , . , , ' b Property 7 Other decreases (Itemize): _ _ _ _ _ _ _ _ _ _ _ -------------------- .1 8 Add lines 6 and 7 .. , , I 9 3alance at end :Jl fear. Subtract :Ine 3 from line 5 "T?AOl34~13.02 ;= arm , nAA I~/'V'I"" I I I lome 55) I Dedue. Ins IreditS Self. Employ. ent Adjust. ments Ed Tax reter- nee Items I Foreign I Taxes I I Other I BAA 1065 2002) AFFORDABLE SO'S hedlde:K..,,:"^. Partners' Shares of Income Credits, Deductions etc (a) Distributive share items 1 Ordinary income (loss) from trade or business activities (page 1, line 22). . . . . . . . . . . . . . . . . . . . . . 1 2 Net income (loss) from rental real estate activities (attach Form 8825) . . . . . . . . . . . . . . . . . . . . . . . . 2 3a Gross income from other rental activities. . . . ................... . . 3a b Expenses from other rental activities (attach sch). . . . . . . . . . . .... ..... . . . . . . . 3b c Net income (loss) from other rental activities. Subtract line 3b from line 3a. . . . . . . . . . . . . . . . . . . . 4 Portfolio income (loss): alnterest income. . . .,. .............. . ... ........ .............. .. . . b Ordinary dividends ........,.,............................................................. e Royalty income ....,......,...,.......,.........,......................................... d Net short-term capital gain (loss) (attach Schedule D (Form 1065)). ... ....... ........ ...... . . . e (1) Net long-term capital gain (loss) (attach Schedule D (Form 1065)).... . . . . ., . ......... . .. . (2) 28% rate gain (loss) . ~ _ _ _ _ _ _ _ _ _ _ _ (3) Qualified 5.year gain . ~ _ _ _ _ _ _ _ _ _ _ _ ' f Other portfolio income (loss) (attach schedule) . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 5 Guaranteed payments to partners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 Net section 1231 gain (loss) (other than due to casualty or theft) (attach Form 4797). . . . . . . . .'. . 6 7 Other income (Joss) .............,..,..............................,....................... 7 8 Charitable contributions (attach schedule). , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Section 179 expense deduction (attach Form 4562) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 Deductions related to portfolio income (itemize). . .... .,. .. . . . . . . . . .. .., . . . . , '" ., , .. . . . . . . . .. 10 11 Other deductions ' , . . . , . . . . . . . . . . . . . . . . . . , . . . . . . . , . . , . . . ' . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . .. 11 12a Low-income housing credit: (1) From partnerships to which section 42(j)(5) applies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 12a (2) Other than on line 12a(1) .............. ............ ... .~..... .... .... ..... ... ...... 12a b Qualified rehabilitation expenditures related to rental real estate activities (atta . .................... 12 b c Credits (other than credits shown on lines 12a and 12b) related to r . 'lies . . . . . . . . . . . . . . . . . .. 12c d Credits related to other rental activities. . . . . . . ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 12d 13 Other credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . ... . . .. . . . . . . . ... . . . . . . . . . . . .. 13 14a Interest expense on investment debts.. . . . .,. ... . 14a b(1) Investment income included on lines 4a, 4b, 4c, and 4f above............................ 14b Investment ex enses included on line 10 above....... .... ., . .................... ..... .., 14b 15a Net earnings (loss) from self.employment. . ........ ......... ............. ............ .... .., lSa b Gross farming or fishing income. . . . . ..... . . ...... '" . . .... .. ... .................... . ., .. .., 1Sb c Gross nonfarm income..... " . . . . ..... '" .. . ............ . .. . .. . . ........ ......... ... ., .. . .. lSc 16a DeprecIation adjustment on property placed in service after 1986.. ........ .......... .. . . ... .. 16a b Adjusted gain or loss.. . .. . . . . . .. ... . ... . . . ............... ...... ........... .......... .. . ... 16b e Depletion (other than oil and gas). .. . ., . .. .... ..................................... . . . ... . ., 16e d (1) Gross income from oil, gas, and geothermal properties. . " . . .. . .. . . . . . . .. .., . ., . . . . . . . . .. 16d (2) Deductions allocable to oil, gas. and geothermal properties........................ ....... 16d e Other ad'mnts & tax ref items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 16e 17 a Name of foretgn country or U.S. possession. . . . . ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ b Gross income from all sources .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Gross income sourced at partner level. . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . d Foreign gross income sourced at partnership level: (1) Passive ~ (2) Usted categories (altat:h sch) ~ e Deductions allocated and apportioned at partner level: (1) Interest expense'" (2)Other ................................... ~ f Deductions allocated and apportioned at partnerShip level to foreign source income: (1) Passive ... (2) Usted categories (attach sch) ~ (3) General limitation ~ 9 Total foreign taxes (check one):'" 0 Paid 0 Accrued ............................... h Reduction in taxes available for credit attach schedule. . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Section 59(e)(2) expenditures: a Type. . . ... _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ b Amount. ., . ~ 19 Tax-exempt interest income. . .. . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Other tax-exempt income. , . . , . . . . . . . . .. . . , . . , ... .. '. . . '" .. . . . .., ., .. . . . . . ... .. , ., . . .. . . . . 21 Nondeductible expenses. . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . 22 Distributions of money (cash and marketable securities). . . . . . . . . . . . . . . . . . . . . ' . . . , . . , . . . . . , . . . 23 Distributions of property other than money. . . , " .....,.,.""'...,...".",,......,.,...,... 24 Other Items and amounts required to be reported separately to partners...:-;._;...i'I!~ '~.C"_'L,:~,:,~.;~i;:?:~:::',~:~:: (attach schedule), , , , , . , . . ' , , . .. ............,...........,.,....................."....... ,__ _ .... . . _.._. .' 25-1640218 Pa e 3 (b) Total amount -21,219. 3e 4a 4b 4e 4d 4e ,'~';fj.~~~~.;~';';'~~;;'"'t -21.219. 14,775. (3) General limitation ~ Form 1065 (2002) F"TJ"AOl34 08113/02 Department of the Treasury I Internal Revenue ServIce Name(s) shown on return AFFORDABLE 50'S Business or activity to whod'l thiS form relates I Form 1065 Line 22 l'F!altV<:1 Election To Expense Certain Tangible Propertv Under Section 179 Note: If you have any listed property, complete Part V before you complete Part I. 1 Maximum amount. See instructions for a higher limit for certain businesses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Total cost of section 179 property placed in service (see instructions)...,....,............................. 3 Threshold cost of section 179 property before reduction in limitation. . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . 4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0-. . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . 5 Dollar limitation .for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separatel , see Instructrons , . . , . . . . . . . . . . . . ' . . . . . . . , . , , , . . , . . . . . . . . , . . . . . . . . . . . . . . . , . . . . . . , . . . . . . . . . . . . . a) Description of properly b Cost (business use only) C Elected cost I I Form 4562 Depreciation and Amortization (Including Information on Listed Property) · See separate instructions. · Attach to your tax return. OMB No. 1545-01n 2002 67 Identifying numb... 25-1640218 7 Listed property, Enter the amount from line 29. . . . . , . . . . , . , . . . . . , . . . . . , . , . . . . . . . . . . , 7 I 8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7........,.........,..... 8 9 Tentative deduction. Enter the smaller of line 5 or line 8, . , . . . . . . . . . . . . . . . , , . . . . . . . . . . . , . . . . . . . . , . . . . . . . . . 9 10 Carryover of disallowed deduction from line 13 of your 2001 Form 4562.........................,.......... 10 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instrs). .. 11 112 Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11.,..,...,.,......,... 12 13 Car over of disallowed deduction to 2003. Add lines 9 and 10, less line 12....... 13 Note: Do not use Part /I or Part 11/ below for listed property. Instead, use Part V. Partlt..~~;:i, S ecial De reciation Allowance and Other De c 0 Do t include listed ro e 14 Special depreciation allowance for qualified property (other than refly) plac d in service during the tax year (see instructions) , . . . . . . . . . , . . . , . . . . . . , . . . . . . .. . Property subject to section 168(f)(1) election (see instructi 16 Other depreciation (includin ACRS) (see instructions). . . . . . .Ralt:llt;>::;;; MACRS De reciation Do not include listed ro er . See instructions Section A MACRS deductions for assets placed in service in tax years beginning before 2002 . . . . . . . . . . . . . . . . . . . . . . . . , If you are electing under section 168(i)(4) to group any assets placed in service during the tax year into one or more eneral asset accounts, check here. .. . . .. ......... .... . , . . ............, . . . ... ..... .. ~ Section B - Assets Placed in Service Durin 2002 Tax Year Usin the General De reciation S stem (b) Month and (c) Basis lor depreciabon (d) (e) (f) year placed (business/Investment use Recovery perIOd Convenbon Method In servICe only - see instructions) 20a Class life b 12- ear 12 rs c 40- ear, , . , . , 40 r 5 MM P.artJV;. Summa see Instructions 21 Listed property. Enter amount from line 28 , . . . . . . . . . , , . . .. . , . , . , , . . , , . , , '" . . . . , . . . . . . . . . ... . . . .. . .. ... 21 122 Total. Add amounts irom line 12, lines 14 throu.gh 17, lines 19 an. d 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and S corporations - see InstructIOns, , , . . . ' . , . . , . . , . , , , . . , , , . . . . , ' . . . , . . , . . , . , . . , , . . . , " 22 23 For assets shown above and placed In service dUring the current year, enter II the oortion of the baSIS attributable to section 263A costs. . . , , , , ' , , , , , , , . , , , , , . . ,I 23 I I I 6 I 117 18 25 27.5 27.5 39 MM MM MM MM Section C - Assets Placed in Service Durin 2002 Tax Year Usin the Alternative De R4.4 ):"nr P2I"AI"\AI",rit g.t'tllrtinn_.Art Nntir. c.. i"~tr".-+in"-~ _=l"lI'7f'tG,"t ''''''''''U''!I1 1 $24,000. 2 3 $200,000. 4 5 14 15 16 61. (g) Depreciation deduction S/L S/L S/L S/L S/L 61. f ~=g:~~Z5~~;li.'.;~~~:~~ ~..,.~~t:;;,(~;~.l'i:f':,:,.,._",,..._:-;.....,,,,,, t 1:'......._ A~'" /-v\n"", ISChedUle K-l (Form 1065) Depar1men1 of IIle Treasury Internal Revenue SeNice Partne(s identi in number ~ Partner's name. address, and ZIP code I Partner's Share of Income, Credits, Deductions, etc OMS No. 1545.0099 2002 25-1640218 Rooney L. Felmlee 171 S Locust Point Rd Mechanicsburg, PA 17055 AFFORDABLE 50'S 1170 W TRINDLE RD MECHANICSBURG, PA 17055 I A This partner is a X general partner limited partner o limited liability company member B What type of entity is this partner? . . . ~ IN D I V I D UA L C Is this partner a ~ domestic or a 0 to;ign- p~rtn;r? - - - - - I D Enter partner's % of: (i) Bet:mrn:t'~~ Of (ii) ~~f Profit sharing. ' . . . _ _ _ _ _ _ _ _ _ _ % _ _ _ _ ~ 0_. Q Q. Q.o.g % Loss sharing, .. . . _ _ _ _ _ _ _ _ _ _ % _ _ _ _ ~O-, QQ.Q..DQ % I Ownership of capital.. _ _ _ _ _ _ _ _ _ _ % _ _ _ _~O_.QQ.<LOQ % E IRS Center where partnership filed return: C I N C I N NA TI, 0 H J Anal is of artne(s ca ital account: b Qualified rehabilitation expenditures related to rental real estate activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . c Credits (other than credits shown on lines 12a and 12b) related to rental real estate activities . . . . . . . . . . . . . . . , . . . . . . . . . . . . I d Credits related to other rental activities, ' . . . . . . . . . . . . . . . . . . . . . , . ' 13 Other credits .,................................,.....".......' BAA For Paperwork Reduction Act Notice, see Instructions for Form 1065. I I I I Income (Loss) I I I Deduc- I tions I I Credits I F Partner's share of liabilities (see instructions): Nonrecourse . . . . . . . . . . . . . . . . . . . . , . , . . . . $ Qualified nonrecourse financing , . . . . . . . . $- - - - - - - - - - - Other. ......... ..... ... ........,... .... (========== G Tax shelter registration number. ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ H Check here if this partnership is a publicly traded partnership 0 as defined in section 469(k)(2) ... . . . . . . . . . . . . , . . . . . . . , . . . . . . I Check ap licable boxes: Amended K. 1 (a) Capital account at beginning of year (b) Capital contributed during year (c) Partner's share of lines 3. 4, and 7, Form 1065, Schedule M.2 (d) Withdrawals and (e) Capital account at end of distributions year (combine columns (a) through (d)) (a) Distributive share item See Partner's Instructions for Schedule K-l (Form 1~. (b) Amount (c) 1040 tilers enter the amount in column (b) on: -10,609. 1 Ordinary income (loss) from trade or business activities. . . . . . . . . . 2 Net income (loss) from rental real estate activities. . . . . . . . . . . . . . . . . .. .~ 3 Net income (loss) from other rental activities. . . . . . . . . . . . . . . . . (p. \.D 4a :~=:~tO .i~~~~~.~I~~~~~........................... .~..... b Ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Net short-term capital gain (loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e (1) Net long-term capital gain (1oss)............................. (2) 28"10 rate gain (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (3) Qualified 5-year gain ..,..,................................. f Other portfolio income (loss) (attach schedule) , . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Guaranteed payments to partner. . . . . . . . . . . . . .. . . . . . . .. . .. . . . . . . 6 Net section 1231 gain (loss) (other than due to casualty or theft) . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 Other income loss attach schedule ........................... 7 8 Charitable contributions (see instructions) (attach schedule). . . . . . . . . . . . . . . . . . . 8 9 Section 179 expense deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 9 10 Deductions related to portfOliO income (attach schedule). . . . . . . . . . . . . . . . . . . . .. 10 " Other deductions (attach schedule) . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . .. 11 12a Low-income housing credit: (1) From section 42(j)(5) partnerships. . . . . . . . . . . . . . . , . . . . . . . . . . , (2) Other than on line 12a(1) ...................,............... See Partner's Instructions for Schedule K-l (Form 1065). Schedule B, Part I, line 1 Schedule B. Part II, line 5 Schedule E. Part I, line 4 Schedule 0, line 5, column (f) Schedule 0, line 12, column (f) Schedule 0, line 12, column (0) Line 5 of worksheet for Sch D. line 29 Enter on applicable In of your return See Partner's Instructions for Schedule K-l (Form 1065). Form 8586, line 5 12b ~~~~ See Partner's Instructions for Schedule K-l (Form 1065). 12c 12d 13 Schedule K-l (Form 1065) 2002 P'Tr'A03t2 12127102 I'. ::hedule K-l(Form 1065) 2002 Rooney L. Felmlee I nvest- . - Self- ~t .c~~_ ~djust- i~ (a) Distributive share item (b) Amount renee Items . . 14a 14b(1) 14tJ(2) lSa 1Sb 1Se 16a 16b 16e 16d 16d 16e -10,609. I olgn raxes I I , ., , I~- Ir I I upple- '-Ital I r- .i n I I - . F>TPAQ312 12/27/02 187 - 38-0844 Pa e 2 (e) 1040 filers enter the amount in column (b) on: Form 4952, line 1 See Partner's Instructions for Schedule K-l (Form 1065). Schedule SE, Section A or B See Partner's Instructions for Schedule K-l (Form 1065). 7,387. See Partner's Instructions for Schedule K-1 (Form 1065) and Instructions for Form 6251. 14a Interest expense on investment debts. . . . . . . . . . . . . . . . . . . . . . . . . . . . b (1) Investment income included on lines 4a, 4b, 4c. and 4f.. ...... ~ J~ln-,,~~tment expenses included on line. 1 a , . . . . . . . .. . . . . .. . . . . . lSa Net earnings (loss) from self-employment. . .. .................... b Gross farming or fiShing income. . . . . . . .. . . . . . . . . .. . . . . . .... . .. . . c Gross nonfarm income. .. . ...... ....... .., ..... ................ 16 a Depreciation adjustment on property placed in service after 1986 . . . . . . . . . . . . . . . b Adjusted gain or loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Depletion (other than oil and gas) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Gross income from oil, gas, and geothermal properties. . . . . . . . (2) Deductions allocable to oil, gas, and geothermal properties... . e Other adjustments & tax preference items (attach sch). '., .~. . .. . . . . , 17 a Name of foreign country or U.S. possession . ~ _ _ _ _ _ _ _ _ _ _ _ _ _ b Gross income from all sources. . . . . .. . . . . ........ .... .. ......... 17b c Gross income sourced at partner level.................. ......... 17c d Foreign gross income sourced at partnership level: (1) Passive ,...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Listed categories (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . (3) General limitation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Deductions allocated and apportioned at partner level: (1) Interest expense. . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. .. . ... . .. . . .. 17 ) (2) Other ...................................................... 17e(2) f Deductions allocated and apportioned at partnership level to foreign source income: (1) Passive, , , . , , . , , . . . . , . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . .. .. . . (2) Listed categories (attach schedule)....................... .. (3) General limitation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . g Total foreign taxes (check one): · 0 Paid 0 Accrued .. h Reduction in taxes available for credit (attach schedule). . . . . . . . . . . . . . . . . . . . . . 1Sa Section 59(e)(2) expenditures: a Type · _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ b Amount ....................................................... 19 Tax-exempt interest income. . . . . . . . . . . . . . . . . . .. .. ... . .... . . .... . 20 Other tax-exempt income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Nondeductible expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 22 Distributions of money (cash and marketable securities} . . . . . . . . . . 23 Distributions of property other than money. . . . , . , . . . . . . . . . , . . . . . . 24 Recapture of low-income housing credit: a From section 42(j)(5) partnerships. . . . . . .. . .. . .. .. .. .. " . . ... .. .. bOther thanan line 24a. . . . . . . . . . . . . . ... .. . . .. .. . . . . .. .. .. .. . .. .. 24 b 25 Supplemental information required to be reported separately to each partner (attach additional schedules if more spacs is needed): Form 1116, Part I Form 1116, Part II Form 1116, line 12. See Partner's Instructions for Schedule K-1 (Form 1065). Form 1040, line 8b See Partner's Instructions for Schedule K-l (Form 1065). Form 8611, line 8 Schedule K-1 (Form 1065) 2002 I Schedule K- 1 (Form 1065) I OepaI1ment of lhe Treasury IntemaI R_ue SeMce be innin Partner's identi in number. 193 - 24- 13 3 6 I Plfiner's name. add1ess. and ZIP code James C. Felmlee 133 Locust Point Road Mechanicsburg, PA 17055 A This partner is a X general partner limited partner o limited liability company member I B What type of entity is this partner?.. ~ INDIVIDUAL C Is this partner a IRJ domestic or a 0 fi>;ign- p;rtn;r? - - - - - D Enter partner's % of: (I) 8e~:~r::{l3~ or (Ii) ~of I Profitsharing.....__________ % ____~O_.QQ.Q.OQ% Loss sharing '....__________ % ____~O_.QQ.O_OQ% Ownership of capItal. . _ _ _ _ _ _ _ _ _ _ % _ _ _ _ ~O__ QQ.O_OQ % E IRS Center where ership filed return: C I NC I NNA TI OH J Anal sis of artner's ca ita. account: I Income (Loss) I I I educ. lions I Credits I I Partner's Share of Income, Credits, Deductions, etc OMS No. 1545.0099 2002 ,20 25-1640218 AFFORDABLE 50'S 1170 W TRINDLE RD MECHANICSBURG, PA 17055 F Partner's share of liabilities (see instructions): Nonrecourse . . . . . . . . . . . . . . . . . . . . . . . . . .. $ Qualified nonrecourse financing . . . . . . . . . $ - - - - - - - - - - - Other. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., $= = = = = = = = = = = G Tax shelter registration number. ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ H Check here if this partnership is a publicly traded partnership 0 as defined in section 469(k)(2) . . . . . . . , . . . , . . . . . . . . . . . . . . . . . , I Check a plicable boxes: Amended K - 1 (a) Capital account at beginning of year (b) Capit~1 contributed dUring year (c) Partner's share of lines 3, 4, and 7, Form 1065, Schedule M-2 (d) Withdrawals and (e) Capital account at end of distributions year (combine columns (a) through (d)) (a) Distributive share item (c) 1040 filers enter the amount in column (b) on: (b) Amount ,610. 1 Ordinary income (loss) from trade or business activities. . . . . . . . . . . 2 Net income (loss) from rental real estate activities. . . .. .. . . . . . . . . . . . . . . . . . . . 3 Net income (loss) from other rental activities. . . . . . . . . . . . . . . . . . . . . . . rr:>' 4a :~=:~i; .i~~~~~.~I~~~~~...................... .... ........~ b Ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Net short-term capital gain (loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e (1) Net long-term capital gain (loss).... ......................... (2) 28% rate gain (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (3) Qualified 5-year gain ....................................... f Other portfolio income (loss) (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Guaranteed payments to partner , . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 6 Net section 1231 gain (loss) (other than due to casualty or theft) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .'. . . . . . . . . . . . . 7 Other income loss attach schedule ........................... 8 Charitable contributions (see instructions) (attach schedule). . . . . . . . . . . . . . . . . . . 9 Section 179 expense deduction. . . . . . . . . . . .. . . . . . . .. . . . . . . . . . . . . 10 Deductions related to portfolio income (attach schedule). . . . . . . . . . . . . . . . . . . . . . 11 Other deductions (attach schedule) . . . . . . .. . . . .. . . . . . . . . . .. . . . . .. . . . . . . . 12a Low-income housing credit: (1) From section 42(j)(5) partnerships. . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Other than on line 12a(1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . See Partner's Instructions for Schedule K-l (Form IlXi5). SChedule B. Part I, line 1 Schedule B, Part II, line 5 Schedule E, Part I, line 4 Schedule 0, line 5, column (f) Schedule 0, line 12, column (f) Schedule 0, line 12, column (0) Line 5 of worI<sheet for Sch 0, line 29 Enter on applicable In of your return See Partner's Instructions for Schedule K-1 (Form IlXi5). See Partner's Instructions for Schedule K.l (Form 1065). Form 8586, line 5 b Qualified rehabilitation expenditures related to rental real estate activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. '2 b c Credits (other than credits shown on lines 12a and 12b) related to rental real estate activities, . . . . . . . . . . . . . . . , , . . . . . . . . .. 12c d Credits related to other rental activities. . . . . . . . . . . . . . . . . . . . . . . . .. 12d 13 Other credits .,..............................................., 13 For Paperwork Reduction Act Notice, see Instructions for Form 1065. See Partner's Instructions lor Schedule K-] (Form llXi5). Schedule K-1 (Form 1065) 2002 P'TJ'A0312 12127102 I l.eduleK-1 (F()EITl1065) 2002 James C. Felmlee I vest- :~. - ~elf- ;W- . ~just- .ents !I (a) Distributive share item L (b) Amount 14a 14 14b(2} 15a 15b 15c 16a 16b 16c 16d 16d 2) 16e -10,610. 193-24-1336 Page 2 (c) 1040 filers enter the amount in column (b) on: Form 4952, line 1 See Partner's Instructions for Schedule K.l (Form 1065). Schedule Sf. Section A or B See Partner's Instructions for Schedule K.l (Form 1065). I 14a Interest expense on investment debts. . . . . . . . . . . . . . . . . . . . . . . . . . . . b (1) Investment income included on lines 4a. 4b, 4c, and 4f. . . . . . . . (2) Investment expen~~ included on line 1 a . . , . . . .. . . . . . . . . . . . . . 15a Net earnings (loss) from self.employment... ......... .. ......... . b Gross farming or fishing incGlme. . .. .... ............... ......... . c Gross nonfarm income ......................................... 16a Depreciation adjustment on property placed in service after 1986 . . . . . .... .... . . b Adjusted gain or loss. . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Depletion (other than oil and gas) . . . . . . . . . . . . . . . .. . . . . . . . . .. . . . . d (1) Gross income from oil, gas, and geothermal properties. . . . . . . . (2) Deductions allocable to oil, gas. and geothermal properties.... e OtheLacljustments& tax reference items attach sch)., ..... ... '.' 17a Name of foretgn country or U.S. possession . · _ _ _ _ _ _ _ _ _ _ _ __ b Gross income from all sources.. .. .. ... . ... . . ... . ............... 17b c Gross income sourced at partner level.. . .. .. . , . . .... ...... ,... .. 17c d Foreign gross income sourced at partnership level: (1) Passive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . ........ . . (2) Listed categories (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . , . . (3) General limitation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Deductions allocated and apportioned at partner level: (1) Interest expense. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Other ...................................................... f Deductions allocated and apportioned at partnership level to foreign source income ~ ~:::~v~a~~~~'r;~~ . (~~~~. ~~~~~~/~j: : : : : : : : : : : : : : : : : : rF: .\ . (3) General limitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ . 9 Total foreign taxes (check one): ~ 0 Paid 0 Accrued .. h Reduction in taxes available for credit(attach schedule). . . . . . . . . . .. . . . .. 'u' . . '. 17 h laa Section 59(e)(2) expenditures: a Type ~ _ ___ _ _ _ _ _ _ _ _ _ _ _ ., b Amount.. . . ... . ......... .......... . ... ... ..................... 1Sb 19 Tax.exempt interest income. . . . . . . . . . . . . . . . . . . . . .., . .. ... . .... .. 19 20 Other tax.exempt income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20 21 Nondeductible expenses. . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . " 21 22 Distributions of money (cash and marketable securities~ . . . . . . . . .. 22 23 Distributions of property other than money. . . . . . . . . . . . , . . . . . . . . .. 23 24 Recapture of low.income housing credit: a From section 42(j)(5) partnerships. . . . . . . . . . . . . . . . .. . . . . . . . . .. . .. 24a b Other than on line 243. . . . .. .. . . . . . .. . . . . . . . . . . . . . . . . . . . .. . ... " 24b ---------- ----- ---------... --- --------- -- -- - 25 Supplemental information required to be reported separately to each partner (attach additional schedules if more space is needed): 7.388. ..nee ems -- ,. See Partner's Instructions for Schedule K-1 (Form 1065) and Instructions for Form 6251. I Form 1116. Part I .In axes I Form 1116, Part II Form 1116. line 12. I 1 See Partner's Instructions for Schedule K.l (Form 1065). Form 1040, line 8b I See Partner's Instructions for Schedule K.l (Form 1065). Form 8611, line 8 I I 'pple- ental ~I I I . --- -I FTPA0312 12/27/02 Schedule K- 1 (Form 1065) 2002 l I I I I I I I I I I I I I I I I I I AFFORDABLE 50'S 25-1640218 Form 1065, Line 20 Other deductions Utilities Insurance Shows Bank Char~es Subscriptions Ti tles Le~al Fees Accounting Advertising Supplies Auction Fee Fuel Office Supplies Tools Repairs and Parts 2.995. 3,204. 345. 75. 126. 45. 200. 295. 1,934. 1,053. 65. 666. 82. 322. 23.222. Total 34,629. F 1065 olment of the Treasury In aI Revenue Service A Principal busn. activity es 'ncipal product/service Used Autos siness code number 441120 I u.s. Return of Partnership Income For calendar year 2000, or tax year beg. ,2000, . ending ~ See Instructions. ,20 OMS No. 1545-0099 2000 Use the IRS label. Other- wise, print or type. Name of partn....hip. Numb..., .treet, and roam or suit. no., City or town, state, and ZIP cod. AFFORDABLE 50 I S 1170 W 'rlUNDLE RD MECBANICSBURG, PA 17055 o Employer 10 number 25-1640218 E Date business started 04/01/1990 F Total....ts (... in.tructions) $ (4) 0 Amended return ~heck applicable boxes: (1) B Initial return (2) 0 Final return (3) B Change in address heck accounting method: (1) Cash (2) ~ Accrual (3) Other (specify)~ I umber of Schedules K-1. Attach one for each person who was a partner at any time during tax year ~ 2 on: Include only trade or business income and expenses on lines 1 a through 22 below. See the instructions for more information. I I.e I I Deduc- Ic- tions for F- I 1a Gross receipts or sales, . . . . . . . .. . . . . . . , . . . . . . . . . . . . . . . , , ,. 1a b Less returns and allowances. . . . . . . . . . . . . . . . . . . . . . . . , . . . . .. 1 b 45 068. 45 068. 88 342. -43 274. -43 274. 12 428. 12 428. 22 Ordinary Income (loss) from trade or business activities. Subtract line 21 from line 8 . . . . . . . . . . . ,22 - 5 5 702. 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 general partner or limited liability company member) is based on all information of which preparer has any knowledge. ~ Signature of general p t Preparer's", ' ad signature , parer's Firm's name (or yours ... Lar Use Only if self-employed), ,711 S tate S t address, & ZIP code Lemo e PA 17043-1596 Paperwork ReducUon Act NoUce, see separate InstrucUons. o 106512 NTF 32598 ,~ CAA 1c 2 Cost of goods sold (Schedule A, line 8). . . . . , . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Gross profit. Subtract line 2 from line1c . . . . . . . . , . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Ordinary income (loss) from other partnerships, estates, and trusts (attach schedule). . . , . . . , . . . . . 4 5 Net farm profit (loss) (attach Schedule F (Form 1040)) . . . . , . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . 5 6 Net gain (loss) from Form 4797, Part II, line 18 . . . . . . . . . . . , . . , . , . . . . . . . , . . . . . . . . . . . . . . . . . 6 7 Other income (loss) (attach schedule). . , . . . , . . . . . . ~(Q)lP~ . . . . . . . . . . . 7 8 Total Income (loss). Combine lines 3 through 7 . . . . . . . , . . . . . . . . . . . , . . . . . , . . . . . . . . 8 9 Salaries and wages (other than to partners) (less emPloyme~~ .. . ., .............. 9 10 Guaranteed payments to Partners...............~... ~~...."............... 10 11 Repairs and maintenance . . . . . . . . . . , . . . . . , . . . . . . . . . ,. . . . . . . . . . . . . . . , . . . . . . , . . 11 12 Sad debts. . . . . . ... . .,. .., ..,..., .. .... .., ... .,. . ." ....,..........,........ 12 13 Rent...............,......................,.....,..........,......,........,... 13 14 Taxes and licenses..................................,.,........,................. 14 15 Interest... . , . . . . . . . . . . . . , . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . , . . . . . . . . . . . 15 168 Depreciation (if required, attach Form 4562) . . . . . . . . . , . . . . , . . .. 16a b Less depreciation reported on Schedule A and elsewhere on return 16b 16c 17 Depletion (Do not deduct 011 and gas depletion.) .. . .. . .. , . , . . .. . . . . . . . . . . . . .. . .. . . . . . . . 17 18 Retirement plans, etc. . . . . . , . , . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 19 Employee benefit programs. . . . . . . . . . . . . . , . , . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 20 Other deductions (attach schedule). . . . . . . . . . . . . . . . , . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . , , 20 21 Total deductions. Add the amounts shown in the far right column for lines 9 through 20 . . . . . . . . . 21 ~ Date Date Check if self- 04/02/2001 employed ~ E1N ~ Preparer's SSN or PTlN 181-36-8992 25-1720690 Phone no. (717)763-7781 Form 1065 (2000) lorm 1065 (2000) Schedule A I Cost of Goods Sold (see the instructions) I 1 Inventory at beginning of year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 119,633. 2 Purchases less cost of items withdrawn for personal use .......................................... . 2 47,785. I~ Cost of labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Additional section 263A costs (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Other costs (attach schedule) . . . . . . . . . . . . . , . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 23,272. I~ Total. Add lines 1 through 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 190,690. Inventory at end of year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 102,348. Cost 01 goods sold. Subtract line 7 from line 6. Enter here and on page 1, line 2. . . . . . . . . . . . . . . . . . . . . . . . 8 88,342. AFFORDABLE 50 I S 25-1640218 Page 2 9a Check all methods used for valuing closing inventory: I (I) B Cost as described in Regulations section 1.471-3 (~~) Lower of cost or market as described in Regulati~ns section 1.471-4 (ill) Other (specify method used and attach explanation) ~ I b Check this box if there was a writedown of "subnormal" goods as described in Regulations section 1.471-2(c). . . . . . . . . . . . . . . . . . . . ~ C Check this box if the UFO inventory method was adopted this tax year for any goods (if checked. attach Form 970~ . . . . . . . . . . . . . . . ~ d Do the rules of section 263A (for property produced or acquired for resale) apply to the partnership? . . . . . . . . . . . . . . . . . . .. B Ves Ie Was there any change in determining quantities, cost, or valuations between opening and closing inventory? . . . . . . . . . . . . . Ves If "Yes," attach explanation. No No Other Information What type of entity is filing this return? Check the applicable box: a B Domestic general partnership b ~ Domestic limited partnership C Domestic limited liability company d Domestic limited liability partnership I e AreF::i:::n:::~ partnership also Partn~hipS?~~.~.~. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . 3 During the partnership's tax year, did the partnership own any interest in anoth . entity that was disregarded as an entity separate from its owner under ~ II! 301.n01-3? If yes, see instructions for required attachment. .~. ..~ ....................................... l ~~:~=:;:~;u~:e: :;;;o~::~. ~~~ ~~~~~~~r~.' ~ " .6. . . . . . .~~~ ~~~~ .I~ ~~'~ ~ . . . . . . . . . . . . . . . . . . . Does this partnership meet all three of the following requirements - The partnership's total receipts for the tax year were less than $250,000; b The partnership's total assets at the end of the tax year were less than $600,000; and ~ Schedules K-l are filed with the return and furnished to the partners on or before the due date (including . extensions) for the partnership return. If "Yes,. the partnership is not required to complete Schedules L, M-1, and M-2; Item F on page 1 of Form 1065; 'or Item J on Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Does this partnership have any foreign partners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is this partnership a publicly traded partnership as defined in section 469(k)(2)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I Has this partnership filed, or is it required to file, Form 8264, Application for Registration of a Tax Shelter? . . . . . . . . . . . . . . . . . . . . . At any time during calendar year 2000, did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? See the instructions for exceptions and filing requirements for Form TO F 90-22.1. If "Yes: enter the name of I the foreign country. ~ 1 During the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreign lr\Ist? If "Yes," the partnership may have to file Form 3520. See the instructions. . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Was there a distribution of property or a transfer (e.g., by sale or death) of a partnership interest during the tax year? It "Yes," you may elect to adjust the basis of the partnership's assets under section 754 by attaching the statement described under Elections Made By the Partnership in the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 ~Enter the number of Forms 8865 attached to this return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ Ignation of Tax Matters Partner (see the instructions) below the general partner designated as the tax matters partner (TMP) for the tax year of this return: Ves No x x x x X X X x x "IOf ; nated TMP ;ddress of ;"'nated TMP :~ 0 106512 ~ ~ Rooney L. Fe1mlee 16 Sinclair Road Mechanicsburg, PA Identifying .. numberofTMP' 187-38-0844 17055 NTF 32597 Form 1065 (2000) . I I I I =1 I I I I I I I Supplemental Schedules. 2000 Company: AFFORDABLE 50'5 Form 1065 - Deductions, Line 20 Other Deductions Description Page: 1 EJN: 25.1640218 -------------------------------------------------------------------------- Amount Utilities Insurance Shows Bank Charges Subscriptions Titles Fee Office Expense Ads Licenses Supplies CPA Tools TOTAL Form 1065 - Schedule A, Line 5 Other Costs Description Repairs &. Parts TOTAL 2,020. 2,242. 795. 249. 237. 119. 290. 66. 2,091. 562. 1,507. 250. 2,000. ~~~ ~ 12,428. ============== Amount 23,272. 23,272. -...:-===-=== ilEDULE K-1 Partner's Share of Income, Credits, Deductions, etc. Form 1 065) ~ See separate InstrucUons. ..ent of the Tre..ury aI Revenue Service For calendar year 2000 or tax year beg. er's IdenUfylng number ~ 187 - 38 - 0 844 'artner's name, address, and ZIP code loney L. FelmJ.ee Sinclair Road chanicsburq, PA 17055 -- This partner is a ~ general partner limited partner o limited liability company member What type of entity is this partner? ~ Indi. vidual ; liS this partner a ~ domestic or au foreign partner? J Enter partner's % ot (I) ~~~:~~:'n~~o~ (II) End of year Profit sharing. ..... 50. % 50. I Loss sharing. . . . . . 50. % 50. Ownership of capital 50. % 50 . IRS Center where partnership filed return: Cincinnati _ Analysis of partner's capital account: (a) Capital account at (b) Capital conllibuted beginning of year during year OMS No. 1545-0099 2000 , 2000, & end. Partnership's Identltytng number ~ Partnership's name, address, and ZIP code AFFORDABLE 50' S 1170 W TRINDLE RD MECBANICSBURG, PA 17055 G "H o/c " I F ,20 25-1640218 Partner's share of liabilities (see instructions): Nonrecourse. . . . . . . . . . . . . . . . . . . " $ Qualified nonrecourse financing . . . . .. $ Other .......................... $ Tax shelter registration no. ~ Check here if this partnership is a publicly traded partnership as defined in section 469(k)(2). . . . . . . . . . . . . . . .. 0 Check applicable boxes: (1) Amended K-1 1 Ordinary income (loss) from trade or business activities . . . . . . . . . . 2 Net income (loss) from rental real estate activities. . . . . . . . . . . . . . . 3 Net income (loss) from other rental activities . . . . . . . . . . . . . . . . . . . 4 Portfolio income (loss): a Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Royalties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Net short-term capital gain (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . e Net long-term capital gain (loss): ~ ",' " (1) 28% rate gain (loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . .. C. J (2) Total for year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L 48(2) f Other portfolio income (loss) (attach schedule). . . . . . . . . . . . . . . . . 4f 5 Guaranteed payments to partner. . . . . . . . . , . . . . . . . . . . . . . . . . . . 5 6 Net section 1231 gain (loss) (other than due to casualty or theft). . . . 6 7 Other income (loss) (attach schedule). . . . . . . . . . . . . . . . . . . . . . . , 7 I (a) DlstrlbuUve share Item I I ~e I -- 8 Charitable conllibutions (see instructions) (aIIaCh schedule). . . . . . . ~- 9 SectIon 179 expense deduction. . . . . . . .. ... ., .. ... . . . . . . . . . . .... 10 Deductions related to portfolio income (attach schedule) . . . . . . . . . 11 Other deductions (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . 12a loW-income housing credit (1) From section 42(j)(5) partnerships for property placed in service before 1990............................................ (2) Other than on line 12a(1) for prop. placed in service before 1990 (3) From section 42(j)(5) partnerships for property placed in service after 1989 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (4) Other than on line 123(3) for property placed in service after 1989 b Qualified rehabilitation expenditures related to rental real estate activities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Credits (other than credits shown on lines 12a and 12b) related to rental real estate activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I d Credits related to other rental activities . . . . . . . . . . . . . . . . . . . . . . . 13 Other credits ........................................... Paperwortc Reduction Act Notice, see Instructlons for Fonn 1065. 10 1065K112 NTF32S15 Partner #1 I I edits I (d) Withdrawals and distributions e aplt account at end 0 year (combine columns (a) through (d)) 1 2 3 (c) 1040 fliers enter the amount In column (b) on: 851 . } See Partner's Instructions for Sch. K-1 (Form 1065). (b) Amount -27 ;"::-C:::::'~". Sch. S, Part I, Une 1 Sch. B, Part II, line 5 Sch. E, Part I, line 4 Sch. 0, line 5, col. (f) Sch. 0, line 12, co!. (g) Sch. 0, line 12, col. (f) Enter on appHcable line of your return. } See Parmer's InstrUctions for Sch. K-1 (Form 1065). Enter on applicable line of your return. 8 9 10 11 Sch. A, line 15 or 16 } See Partner's InstrUctions for Sch. K-1 (Form 1065). } Fo.. .58., 'ne 5 } See Partner's Instructions tor Schedule K-1 (Form 1065). Schedule K-l (Fonn 1065) 2000 12c 12d 13 I e aeductions a!located 8. apportioned at partnership level to foreign source income: (1) Passive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Usted categories (attach schedule). . . . . . . . . . . . . . . . . . . . (3) General limitation. . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . f Total foreign taxes (check one):. ., ~ 0 Paid 0 AccnJed .... g Reduction in taxes available for credit and gross income from all fl~;0 sources (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 17g 18 Section 59(e)(2) expenditures: a Type ~,~ b Amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 18b 119 Tax-exempt interest income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 20 Other tax-exempt income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 21 Nondeductible expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 22 Distributions of money (cash and marketable securities) . . . . . . . . . . 22 I 23 Distributions of property other than money . . . . . . . . . . . . . . . . . . . . 23 24 Recapture of low-income housing credit':"'... a From section 42(j)(5) partnerships. . . . .. . . . . . .. . . .. . . .. . . . . " 24a } Form 8811,IIne 8 b Other than on line 24a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 24b 25 Supplemental information required to be reported separately to each partner (attach additional schedules if more space is needed): I ichedule K-1 (Form 1065) 2000 AFFOEmABLE 50' S Roone L. Fe~ee (a) DIstributive share Item (b) Amount 1Vest- 14a Interest expense on investment debts . . . . . . . . . . . . . . . . . . . . . . . . b (1) Investment income included on lines 4a, 4b, 4C, and 4f . . . . . . . (2) Investment expenses included on line 10 . . . . . . . . . . . . . . . . . . 15a Net earnings (loss) from self-employment. . . . . . . . . . . . . . . . . . . . . b Gross farming or fishing income . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Gross nonfarm income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a Depreciation adjustment on property placed in service after 1986 . . . b Adjusted gain or loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Depletion (other than oil and gas) . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Gross income from oil, gas, and geothermal properties. . . . . . . . (2) Deductions allocable to oil, gas, and geothermal properties . . . . e Other adjustments and tax preference items (attach schedule). . . . . 17a P::~~sioo"r~I?~ ~~u.n~r!. ~r.U:.'. . ., ~ b Gross income sourced at partner level . . . . . . . . . . . . . . . . . . . . . . . C Foreign gross income sourced at partnership level: (1) Passive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Usted categories (attach schedule). . . . . . . . . . . . . . . . . . . . . . . (3) General limitation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Deductions allocated and apportioned at partner level: (1) Interest expense. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Other. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14a 14b(1) 4b(2) 15a 15b 15c 16a 16b 16c 16d(1) 16c1(2) 16e ~tst -27 851. elf- dlust- I~ lce 1 1 xes I I er I ~I tal 4 o 1065K112 I NTF 32818 Partner #1 25-1640218 187-38-0844 P~e2 (c) 1040 tilers enter the amount In column (b) on: See Partner's Instructions for Schedule K-1 (Form 1065) and Instructions for Form 6251. Form 1116, Part I Form 1116, Part II See Instructions for Form 1116. } See Partner's InslrUctions for Schedule K-1 (Form 1065). Form 1040,IIne 8b } See Partner's InslrUctions for Schedule K-1 (Form 1065). Schedule K-1 (Fonn 1065) 2000 I SCHEDULE K-1 Partners Share of Income, Credits, Deductions, etc. OMS No. 1545-0099 (;rm 1 065) ~ See separate Instructions. 2000 part.....t ot th. Tr...ury aI Revenu. S.rvice For calendar year 2000 or tax year beg. , 2000, & end. , 20 Partner's Ic:lentlfy\ng number ~ 193 - 24 -1336 Partnership's Identifying number ~ 25 -16 4 0 218 rers name. address. and ZIP code Partnership's name, address, and ZIP code .o!~.s C. Felml.ee AFFORDABLE 50 I S 133 Locust Po:int Road 1170 W 'rRINDLE RD chan:icsburq, PA 17055 MECBANICSBURG, PA 17055 I D I I I Ilncane (Loss) I I I Deduc- tion. I I I I I Credits limited partner F This partner is a general partner o limited liability company member What type of entity is this partner? ~ Indi. v:idual Is this partner a ~ domestic or aU foreign partner? Enter partner's % ot: (I) ~~~:~:'::'~~og: (II) End of year Profit sharing. ..... 50. % 50. Loss sharing. . . . . . 50. % 50. o/c Ownership of capital 50. % 50. o/c IRS Center where partnership filed return: C:incinna ti Analysis of partner's capital account (8) Capital account at (b) Capital contributed beginning of year during year G o/c H Partner's share of liabilities (see instructions): No~u~..................... $ Qualified nonrecourse financing. . . . " $ Other .......................... $ Tax shelter registration no. ~ Check here if this partnership is a publicly traded partnership as defined in section 469(k)(2). . . . . . . . . . . . . . . .. 0 Check applicable boxes: (1) (a) DIstributive share Item 1 Ordinary income (loss) from trade or business activities . . . . . . . . . . 2 Net income (loss) from rental real estate activities. . . . . . . . . . . . . . . 3 Net income (loss) from other rental activities . . . . . . . . . . . . . . . . . . . 4 Portfolio income (loss): a Interest . . . . .. . . . . . . .. . . . . . . .. . .. . . . . . . . . . . . . . . . . . . . . . . b Ordinary dividends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . C Royalties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Net short-term capital gain (loss) ......... ..........~ e Net long-term capital gain (loss): f' (1) 28% rate gain (loss). . . . . . . . . . . . . . . . . . .. . . . . . .. ~f.). (2) Total for year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Other portfolio income (loss) (attach schedule). . . . . . . . . . . . . . . . . 5 Guaranteed payments to partner. . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Net section 1231 gain (loss) (other than due to casualty or theft). . . . 7 Other income (loss) (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . Partner #2 (d) Withdrawals and distributions (b) Amount (c) 1040 fliers enter the amount In column (b) on: } See Partner's Instructions for Sch. K-1 (Fonn 1065). 8 Charitable contributions (see instructions) (attach schedule). . . . . . . 9 Section 179 expense deduction. . . . .. . . . . . . . . . .. . . . . . . , . . . . . 10 Deductions related to portfolio income (attach schedule) . . . . . . . . . 11 Other deductions (attach schedule)...... .................... 12a Low-income housing credit (1) From section 420)(5) partnerships for property placed in service before 1990. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Other than on line 12a(1) for prop. placed in service before 1990 (3) From section 42(j)(5) partnerships for property placed in service after 1989 . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . (4) Other than on line 12a(3) for property placed in service after 1989 b Qualified rehabilitation expenditures related to rental real estate activities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Credits (other than credits shown on lines 12a and 12b) related to rental real estate activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I d Credits related to other rental activities . . . . . . . . . . . . . . . . . . . . . . . 113 Other credits . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwortt Reduction Act NoUce, see Instructlons for Fonn 1065. CAA 0 106SK112 NTF32111, 1 2 3 -27 851. Sch. S, Part I, line 1 Sch. B, Part II, line 5 Sch. E, Part I, line 4 Sch. 0, line 5, col. (t) Sch. D, line 12, col. (g) Sch. D, line 12. col. (t) Enter on applicabl. line at your r.turn. } See Partner'S Instructions for Sch. K-1 (Fonn 1065). ent.r on applicable lin. at our r.turn. 1) 48(2) 4f 5 6 7 8 9 10 11 Sch. A, line 15 or 16 } See Partner's Instructions for Sch. K-1 (Fonn 1065). } 'oon ass6, HM 5 } See Partner's Instructions for Schedule K-1 (Fonn 1065). Schedule K-1 (Fonn 1065) 2000 12c 12d 13 I :hedule K-1 (Form 1065) 2000 AFFORDABLE 50 I S James c. Felmlee 25-1640218 193-24-1336 P~e2 <a) Olstrtbutlve share Item (b) Amount (c) 1040 filers enter the , amount In cotumn (b) on: ~est- 14a Interest expense on invElS1ment debts. . . . . . . . . . . . . . . . . . . . . . . . 14a Form 4952. line 1 ant rrest b (1) Investment income included on lines 4a, 4b. 4C. and 4f . . . . . . . 14b(1) } See Partner's In~lctions for Schedule (2) Investment expenses included on line 10 . . . . . . . . . . . . . . . . . . 4b(2) K-1 Form 10651. ~f- 15a Net earnings (loss) from self-employment. . . . . . . . . . . . . . . . . . . . . 15a -27,851. Sch. sa SectIon A or B iPlov- b Gross farming or fishing income . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15b } See Partner's ~t C Gross nonfarm income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15c ln~~ns for Schedule K-1 Form 10651. , ust- 16a Depreciation adjustment on property placed in service after 1986. . . 16a - b Adjusted gain or loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16b See Partner's ents Instructions I Tax C Depletion (other than oil and gas) . . . . . . . . . . . . . . . . . . . . . . . . . . . 16c ~ for Schedule K-1 er- d (1) Gross income from oil, gas, and geothermal properties. . . . . . . . 16d(1) (Form 1065) and e (2) Deductions allocable to oil. gas, and geothermal properties . . . . 16d(2) Instructions for !ms Form 6251. e Other adjustments and tax preference items (attach schedule). . . . . 16e 17a ~::'~~~'o~r~'~~ ~~u.n~.y. ~r.~.~.. . . . ~ - b Gross income sourced at partner level . . . . . . . . . . . . . . . . . . . . . . . 17b I C Foreign gross income sourced at partnership level: (1) Passive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17c(1) (2) Usted categories (attach schedule). . . . . . . . . . . . . . . . . . . . . . . 17c(2) (3) General limitation, . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17c(3) )In d Deductions allocated and apportioned at partner level: ~ Form 1116, Part I (1) Interest expense. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17d(1 ) Des (2) Other. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17d(2) I e Oeductions allocated & apportioned at partnership level to foreign source income: ;~>'.' 'I (1) Passive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17e(1) ~)( (2) Usted categories (attach schedule). . . . . . . . . . . . . . . . . . . . . . . 17e(~ r-- :, ~} \\ (3) General limitation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~7J~r"'\.', \ ( ". - I f Total foreign taxes (check one):. .. ~ 0 Paid 0 Accrued . . . . .~ 17l.'J .\). Form 1116. Part II 9 Reduction in taxes available for credit and gross income from all . \ .~ See Instructions for sources (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Form 1116. 18 Section 59(e)(2) expenditures: a Type ~ ~~ } See Partner's b Amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18b Instructions for Schedule K-1 (Form 1065). 19 Tax-exempt interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Form 1040. line 8b .J 20 Other tax-exempt income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 }_P~ 21 Nondeductible expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Instructions for 22 Distributions of money (cash and marketable securities). . . . . . . . . . 22 Schedule K-1 23 Distributions of property other than money . . . . . . . . . . . . . . . . . . . . 23 (Form 1065). I 24 Recapture of low-income housing credit .>~t~{ a From section 420)(5) partnerships. . . . . . . . . . . . . . . . . . . . . . . . . . . 24a } Form 8611,line 8 b Other than on line 24a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24b 25 Supplemental information required to be reported separately to each partner (attach additional schedules if more space is needed): I ~ ~I~ J o 106SK112 IIITFJ21S11S Schedule K-1 (Form 1065) 2000 I :Partner #2 -_.---~--- --.----.------- -- AFFORDABLE 50' S 25-1640218 I u on etc. a ve are tems Ordinary income (loss) from trade or business activities (page 1, line 22). . . . . . . . . . . . . . . . . . . . . . . 2 Net income (loss) from rental real estate activities (attach Form 8825). . . . . . . . . . . . . . . . . . . . . . . . . . 3a Gross income from other rental activities. . . . . . . . . . . . . . . . . . . . . .. 3a b Expenses from other rental activities (attach schedule). . . . . . . . . . .. 3b C Net income (loss) from other rental activities. Subtract line 3b from line 3a. . . . . . . . . . . . . . . . . . . . . . 4 Portfolio income (loss): a Interest income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Royalty income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Net short-term capital gain (loss) (attach Schedule D (Form 1065)) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Net long-term capital gain (loss) (attach Schedule D (Form 1065)): (1) 28% rate gain (loss) ~ (2) Total for year. . . . . . . . . . . . . . . . . . . ~ 1 Other portfolio income (loss) (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Guaranteed payments to partners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Net section 1231 gain (loss) (other than due to casualty or theft) (attach Form 4797) . . . . . . . . . . . . . . 7 Other income (loss) (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Charitable contributions (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Section 179 expense deduction (attach Form 4562) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Deductions related to portfolio income (itemize) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Other deductions (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a Low-income housing credit (1) From partnerships to which section 420)(5) applies for property placed in service before 1990. . . (2) Other than on line 12a(1) for property placed in service before 1990. . . . . . . . . . . . . . . . . . . . . . . (3) From partnerships to which section 420)(5) applies for property placed in service after 1989 . . . . (4) Other than on line 12a(3) for property placed in service after 1989 . . . . . . . . . . . . . . . , . . . i.. . . b Qualified rehabilitation expenditures related to rental real estate activities (~~rfi\34~. '..,/i~ . . . C Credits (other than credits shown on lines 12a and 12b) related to re~ M..~aiJs . . \j . . . d Credits related to other rental activities . . . . . . . . . . . . . . . . . . . . .. . f. . . . -\ \.J J ~. . . . . . . . . . . 13 Other credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~!".~. . . . . . . . . . . . . . 14a Interest expense on investment debts. . . . . . . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . b (1) Investment income included on lines 4a, 4b, 4C, and 4f above. . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Investment expenses included on line 10 above. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15a Net earnings (loss) from self-employment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Gross farming or fishing income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Gross nonfarm income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a Depreciation adjustment on property placed in service after 1986. . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Adjusted gain or loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Depletion (other than oil and gas) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Gross income from oil, gas, and geothermal properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Deductions allocable to oil, gas, and geothermal properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Other adjustments and tax preference items (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17a Name of foreign country or U.S. possession ~ b Gross income sourced at partner level .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Foreign gross income sourced at partnership level: (1)'" (2) Listed categoriee ... (3) General ... Passive r (attach schedule) r limitation. . . r d Deductions allocated and apportioned at partner level: (1) Interest expense ~ (2) Other . . . . . . . . . . . . . . . . . . . . . . . . . ~ 8 Deductions allocated and apportioned at partnership level to foreign source income: (1) (2) Listed categories ... (3) General ... Passive ~ (attach schedule, r limitation. . . r 1 Total foreign taxes (check one): ~ Paid 0 Accrued U ............................... 9 Reduction in taxes available for credit and gross income from all sources (attach schedule). . . . . . . . . 18 Section 59(e)(2) expenditures: a Type ~ b Amount. . ~ 19 Tax-exempt interest income. . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Other tax-exempt income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Nondeductible expenses. . . . . . , , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Distributions of money (cash and marketable securities). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Distributions of property other than money. . . . . . . . . . . , , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Other items and amounts required to be reported separately to partners (attach schedule) . . . . . . . . . o 106534 NTF 325;8 ILe i~) I I I:C- I crlts Invest- t Em- enee Items 1 e!gn les ter c 1 2 3c 4a 4b 4c 4d 4e(2) 41 5 6 7 8 9 10 11 4b(11 4b(2) 15a 15b 15c 16a 16b 16c 6d(11 6d(2) 168 7d(21 79(3) 171 17g 18b 19 20 21 221 23 i I Pa e 3 o amount -55 702. -55 702. Form 1065 (2000) Drm 1 65 . . a ners Ip e urn 0 ncome OMS No. 1545-0099 .partm.nt of the Tr.asury For cal.n dar y.ar 1999, or tax y.ar b.g. , 1988. & .nding 1999 .. See separate Instructlons. - t.rnal R.v.nu. S.rvic. , Princip al bu sn. activity Use the Nam. of partn.rShip. Numb.r. str..t, and room or suit. no., City or town, stat., and ZIP cod. o Employer 10 number lales IRS AFFORDABLE 50'S 25-1640218 label. ,rinciPal product/service Other- 1170 W TRINDLE RD E Date business started ed Autos wise, MECHANICSBURG, PA 17055 04/01/90 : Business code number please F Totalus.u (s.. instructionsl prtnt IU120 or type. S I o us P rt h. R t f I i Check applicable boxes: (1) 0 Initial return (2) 0 Final return (3) 8 Change in address I Check accounting method: (1) 0 Cash (2) ~ Accrual (3) Other (specify)" Number of Schedules K-1. Attach one for each person who was a partner at any time during tax year .. (4) 0 Amended return 2 on: Include only trade or business income and expenses on lines 1a through 22 below. See the instructions for more information. 1 a Gross receipts or sales. , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 a b Less returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1 b 29 253. 2 Cost of goods sold (Schedule A. line 8). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Gross profit Subtract line 2 from line 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Ordinary income (loss) from other partnerships. estates. and trusts (attach schedule). . . . . . . . . . . . . . . . . 5 Net farm profit (loss) (attach Schedule F (Form 1040)). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Net gain (loss) from Form 4797, Part II. line 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Other income (loss) (attach schedule). . . . . . . . . . . . . . . . . . . . . .~cQ)~';ff. . . . . . . 8 TotaJ Income (Joss). Combine lines 3 through 7. . . . . . . . . . . . . . . . . . " . . . otl. . . . . . . . 9 Salaries and wages (other than to partners) (less employment crer/iF:.\ . . . . . . . . . . . . . . . . . . . 101 Guaranteed payments to partners. . . . . . . . . . . . . . . . . . . . . . . . . ~ . . . . . . . . . . . . . . . . . . . . . . . . Repairs and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Bad debts . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . t Rent............................................................................... Taxes and licenses . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interest. , . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . la Depreciation (if required. attach Form 4562) . . . . . . . . . . . . . . . . . . . . . .. 16a b Less depreciation reported on Schedule A and elsewhere on return. . . .. 16b Depletion (Do not deduct 011 and gas depleUon.) , . . . . . . . . . . . . . . . . , . , . . . . . . . . . . . . . . . . . . . . . . . 18 Retirement plans, etc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . , . . . . . . . . . . . . . . . . . I Employee benefit programs. . . . . . . . . . . . . . . . . . . . . , . . . . . . . , , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Other deductions (attach schedule). . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . J TotaJ deductions. Add the amounts shown in the far right column for lines 9 through 20. . . . . . . . . . . . . . 1c 29 253. 2 3 4 5 6 10 441. 18 812. 7 8 18 812. 9 10 11 12 13 14 15 16c 17 18 19 20 8 971. 21 8 971. -:;1 Ordinary Income (loss) from trade or business activities. Subtract line 21 from line 8 . . . . . . . . . . . . . . . . 22 9 841. Under penalties of perjury I declare that 1 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 (otner than general partner or limited liability company member) IS based on all information of which preparer has any knowledge. ~e I ~ Signature of general partner or limited liability company member 1 Preparer's ~ Date signature r 03/22/00 _ Firm's name (or ~ Lar B . Shoo ICy I yours if self- r 711 State St employed) & address Lemo e PA rk Reduction Act Notlce, see separate Instructions. Preparer's SSN or PTlN 200-22-6919 25-1720690 17043-153fL I 0.1065 (1999) AFFORDABLE 50' S - _edule A I Cost of Goods Sold (see inslrlJctions) 25-1640218 Page 2 I ~.. _""'" "" v"",'''9 _09 _, (I) B Cost as described in Regulations section 1.471-3 I (~~) Lower of cost or market as described in Regulati~ns section 1.471-4 (III) Other (specify method used and attach explanation) ~ b Check this box if there was a writedown of "subnormal" goods as described in Regulations section 1.471-2(c). . . . . . . . . . . . . . . . . . . . ~ I Check this box if the UFO inventory method was adopted this tax year for any goods (if checked, attach Form 970) ...... . . . . . . . . . ~ Do the rules of section 263A (for property produced or acquired tor resale) apply to the partnership? . . . . . . . . . . . . . . . . . . .. 8 Yes e Was there any change in determining quantities, cost. or valuations between opening and closing jnventory? . . . . . . . . . . . . . Yes J If "Yes," attach explanation. Other Information I Inventory at beginning of year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 109 818. Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 Cost of labor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 I Additional section 263A costs (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Other costs (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 20 256. 6 Totai Add lines 1 through 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 130,074. Inventory at end of year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 119 633. Cost of goods sold. Subtract line 7 from line 6. Enter here and on page 1, line 2. . . . . . . . . . . . . . . . . . . . . . . . 8 10,441. No No t t What type of entity is filing this return? Check the applicable box: a ~ General partnership" b 0, Umited partnership dO Umited liability partnership <" e-tJ Other...... ' I Are any partners in this partnership also partJ1'ershipsT:' . '.:-:-:- . . . . . . . . . . . . . . . . . . . . . . .~ ..... ...................,..... 4 ::::::::: ::.::i:., "::~::~: ~;.;.;,;,;.;~~; ~ ~ '';';';~ . '';'-,;;,;,; . H . . . H . H H . H I ::sg;~:;::e:~p~:~~~:E~e~~:~ ;~I~~i~~ 'r~~~~~~~~; '(iH' . <D~" H' H..... H . H ..... H H a The partnership's total receipts for the tax year were less than $250,000; ~ ,., I b The partnership's total assets at the end of the tax year were less than $ , AND C Schedules K-1 are flied with the return and furnished to the partners on or before the due date (including extensions) for the partnership return. If "Yes: the partnership is not required to complete SChedules L, M-1, and M-2; ftem F on page 1 of Form 1065; .. I or Item J on Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Does this partnership have any foreign partners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Is this partnership a publicly traded partnership as defined in section 469(k)(2)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I Has this partnership filed, or is it required to file, Form 8264, Application for Registration of a Tax Shelter? , . . . . . . . . . . . . . . . . . . . . At any time during calendar year 1999, did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account. securities account, or other financial account)? See the instrUctions for exceptions and filing requirements for Form Tn F 90-22.1. If "Yes," enter the name of the foreign country. ~ During the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreign lrIJst? If "Yes," the partnership may have to file Form 3520. See the instrUctions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Wa!> there a distribution of property or a transfer (e.g., by sale or death) of a partnership interest during the tax year1lf "Yes," you may elect to adjust the basis of the partnership's assets under section 754 by attaching the statement described under EJections Made By the Partnership in the instrUctions. . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . esignation of Tax Matters Partner (see instrUctions) ter below the general partner designated as the tax matters partner (TMP) for the tax year of this return: c 0 Umited liability company Yes No x X X x X X X X x ame of signated TMP Address of esignated TMP AA 9 106512 ~ Roone L. Fe1m~ee ~ 16 Sinc~air Road r Mechanicsbur PA NTF 24383 GLO 2864 Identifying ~ number of TMP r 187-38-0844 17055 Form 1065 (1999) . Supplemental Schedules - 1999 Icompany: AFFORDABLE 50'S Page: 1 EIN: 25-1640218 IFOr.m 1065 - Deductions, Line 20 Other Deductions II~~~~~::::~~--------------------------------------------------------~~~:- I Utili ties Insurance Shows I Bank Charges Subscriptions Titles I Fee Office Expense Ads I Licenses Supplies CPA I Tools I I For.m 1065 - Schedule A, Line 5 Other Costs II ~~~~~::::~~--------------------------------------------------------~~:- I Repairs &: Parts I I I I I I 1,654. 2,122. 560. 214. 102. 69. 360. 66. 1,255. 554. 1,260. 230. 525. TOTAL a,971. ..==..======= t~~~ 20,256. TOTAL 20,256. ..........=== SCHEDULE K-1 (Form 1065) Partner's Share of Income, Credits, Deductions, etc. ~ See separate InstructJons. O.p.nm.nt of the Tr...ury Int.mal R.v.n... S.",ic. For calendar year 1999 or tax year beg. Partner's Identifying number ~ 187 - 3 8 - 0 8 4 4 Partner's name, address, and ZIP code Rooney L. Fe~ee 16 Sinclair Road Mechanicsburq, PA 17055 A B C D I 1 I 2 3 4 a I b c d ncome -I) e I f 5 6 1 OMB No. 1545-0099 1999 . 1999, 1& ending Partnership's Iden1IfyIng number ~ Partnership's name, address, and ZIP code AFFORDABLE SO'S 1170 W 'rRnmLE RD MECHANICSBURG, PA 17055 25-1640218 Partner's share of liabilities (see instructions): Nonrecou~..................... $ Qualified nonrecourse financing. . . . .. $ Other .......................... $ Tax shelter registration no. ~ Check here if this partnership is a publicly traded partnership as defined in section 469(k)(2). . . . . . . . . . . . . . . .. 0 Check applicable boxes: (1) Charitable contributions (see instructions) (attach schedule). . . . . . . . Secdon 179 expense deduction. . . . . . . . . . . . . . . , . . . . . . . . . . . . . Deductions related to portfolio income (attach schedule) . . . . . . . . . . Other deductions (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . Low-income housing credit (1) From section 420)(5) partnerships for property placed in service before 1990, . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Other than on line 128(1) for prop. placed in service before 1990 (3) From section 420)(5) partnerships for property placed in service after 1989 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (4) Other than on line 12a(3) for property placed in service after 1989 b Qualified rehabilitation expenditures related to rental real estate activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Credits (other than credits shown on lines 12a and 12b) related to rental real estate activities . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Credits related to other rental activities . . . . . . . . . . . . . . . . . . . . . . . . Other credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . --e'lWork Reduction Act Notice, see Instructions for Form 1065. .106SKl12 NTF 24461 GLD 2867 . Partner #1 This partner is a general partner limited partner F o limited liability company member What type of entity is this partner? ~ Individual Is this partner a ~ domestic or aU foreign partner? Enter partner's % of: (I) ~~~:~='f;.,=,!: (II) End of year G Profit sharing. ..... SO. % 50. "!. H Loss sharing. . . . . . SO. % 50. "!. Ownership of capital 5 O. % 50. "!. IRS Center where partnership mad return: Philadel hia Analysis of parmer's capital account: (a) Capital account at (b) Capital conltibuted beginning of year during year 8 ~~_ 9 -, ~~ 12a (a) DIstributive share Item Ordinary income (loss) from trade or business activities. . . . . . . . . . . Net income (loss) from rental real estate activities. . . . . . . . . . . . . . . . Net income (loss) from other rental activities. . . . . , . . . . . . . . . . . . . . Portfolio income (loss): Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . Ordinary dividends ....................................... Royalties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. : NeUhart-term capital gain (loss) . . . . . . . . . . . . . . . . . . . ';::::::J' . , . Net long-term capital gain (loss): \ \ ~ (1) 28% rate gain (loss) . . . . , . . . . . . . . . . . . . . . . . . . .. . ~ . (2) Total for year. . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . Other portfolio income (loss) (attach schedule). . . . . . . . . . . . . . . . . . Guaranteed payments to partner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net section 1231 gain (loss) (other than due to casualty or theft) . . . . Other income (loss) (attach schedule). . . . . . . . . . . . . . , . . . . . . . . . . (d) Withdrawals and disltibutions (b) Amount 4 920. (c) 1040 filers enter the amount In column (b) on: } See Partner's Instructions for Sch. K-1 (Form 1065). Sch. B. Part I, line 1 Sch. B, Part II, line 5 Sch. E, Part I, line 4 Sch. O. line 5, col. (1) Sch. 0, line 12, col. (g) Sch. 0, line 12, col. (1) Ent... on applicabl. lin. of your r.turn. } See Partners Instructions for Sch. K-1 (Form 1065). Ent.r on applicabl. lin. of our r.tum. 8 9 10 11 Sch. A. line 15 or 16 } See Partner's Instructions for Sch. K-1 (Form 1065). } """" ll586, II.. 5 a(3) a(4) 1.1I 12b } See Partner's Instructions for Schedule K-1 (Form 1065). Schedule K-l (Form 1065) 1999 ;~~:?; 12c 12d 13 I AFFORDABLE 50 I S K-1 (Form 1065) '999 Roone L. Felmlee -- (a) Distributive share item 14a Interest expense on investment debts. . . . . . . . . . . . . . . . . . . . . . . . . . b (1) Investment income included on lines 4a, 4b, 4C, and 4t . . . . . . . . . (2) Investment expenses included on line 10 . . . . . . . . . . . . . . . . . . . . 15a Net earnings (loss) from self-employment. . . . . . . . . . . . . . . . . . . . . . . b Gross farming or fishing income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Gross nonfarm income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a Depreciation adjustment on property placed in service after 1986. . . . . b Adjusted gain or loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Depletion (other than oil and gas). . . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Gross income from oil, gas, and geothermal properties. . . . . . . . . (2) Deductions allocable to oil. gas, and geothermal properties. . . . . . e Other adjustments and tax preference items (attach schedule). . . . . . . I 17a Type of income~ b Name of foreign country or possession ~ C Total gross income from sources outside the United States (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Total applicable deductions and losses (attach schedule). . . . . . . . . . . e Total foreign taxes (check one):. . .. ~ 0 Paid 0 Accrued . . . . . . f Reduction in taxes available for credit (attach schedule). . . . . . . . . . . . 9 Other foreign tax information (attach schedule). . . . . . . . . . . . . . . . . . . 18 Section 59(e)(2) expenditures: a Type ~ b Amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Tax-exempt interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Other tax-exempt income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Nondeductible expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Dis1ributions of money (cash and marketable securities). . . . . . . . . . . . 23 Dis1ributions of property other than money . . . . . . . . . . . . . . . . . . . . . . 24 Recapture of low-income housing credit a From section 420)(5) partnerships. . . . . . . . . . . . . . . . . . . . . . . __ . b Other than on line 24a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Supplemental information required to be reported separately ~r - I 1 I I I 'IU pie- ntal or- Uon I r (b) Amount 25-1640218 187-38-0844 P~e2 (e) 1040 filers enter the amount In column (b) on: 14a b(1) b(2) 15a 15b 15c 16a 16b 16c d(1) d(2) 16e 4 920. See Partner's Instructions for Schedule K-1 (Form 1065) and Instructions for Form 6251. 17c 17d 17e 17f 17g Form 1116, check boxes } Fann ",e. Part I Form '116, Part II Form 1116, Part III See Inst for Form '116. } See Partner's Instructions for Schedule K-1 (Form 1065). Form 1040,line 8b } ~::=~r Schedule K-1 (Form 1065). ~':~~;f.;;':;' } Form 8611,line 8 er (attach additional schedules if more space is needed): C'..L~ 2867 Schedule K-1 (Form 1065) 1999 I SCHEDULE K-1 I (Form 1065) Oepartment ot the Tre..ury Int.rnal R.venu. Service For calendar year 1999 or tax year beg. Partner's Identifying number ~ 193 - 24 -13 3 6 I Partner's name, address, and ZIP code James C. Felm1.ee 133 Locust Point Road IAMechaniCSbUrg, PA 17055 This partner is a general partner limited partner o limited liability company member I B What type of entity is this partner? ~ Individual C Is this partner a gg domestic or aU foreign partner? D Enter partner's % of: (I) ~~~:~~::'~~ogn. (Ii) End of year G Profit sharing. ..... SO. % 50. o/c H Loss sharing. . . . . . 50. % 50. o/c Ownership of capital 50. % 50. o/c E IRS Center where partnership filed return: Philadel hia J Analysis of partner's capital account: (a) Capital account at (b) Capital contributed beginning of year during year I I I I I I Income (Loss) I I I I I I I I Partner's Share of Income, Credits, Deductions, etc. ~ See separate Instructions. OMS No. 1545-0099 1999 ,1999, & ending Partnership's IdentItyCng number ~ Partnership's narne, address, and ZIP code AFFORDABLE 50' S 1170 W TRINDLE RO MECHANICSBORG, PA 17055 F 25-1640218 Partner's share of liabilities (see inslructions): Nonrecourse. . . . . . . . . . . . . . . . . . . .. $ Qualified nonrecourse financing. . . . ., $ Other .......................... $ Tax shelter registration no. ~ Check here if this partnership is a publicly traded partnership as defined in section 469(k)(2). . . . . . . . . . . . . . . .. 0 Check applicable boxes: (1) Final K-1 (2) Amended K-1 cartner's share 0 IOes ,4, and 7, Form 1065, Schedule M-2 (d) Withdrawals and distributions e apital account at en 0 year (combine columns (a) through (d)) (a) Distributive share Item 1 2 3 4 Ordinary income (loss) from trade or business activities. . . . . . . . . . . Net income (loss) from rental real estate activities. . . . . . . . . . . . . . . . Net income (loss) from other rental activities. . . . . . . . . . . . . . . . . . . . Portfolio income (loss): a Interest................................................ b Ordinary dividends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : :===::;(~.:i:::::::::~::::~ (1) 28% rate gain (loss) . . . . . . . . . . . . . . . . . . . . . . . .. ... . . . , (2) Total for year. . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . f Other portfolio income (loss) (attach schedule). . . . . . . . . . . . . . . . . . 5 Guaranteed payments to partner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Net section 1231 gain (loss) (other than due to casualty or theft) . . . . 7 Other income (loss) (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . 8 Charitable contributions (see instructions) (attach schedule). . . . . . . . Deduc- 9 Section 179 expense deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . dons 10 Deductions related to portfolio income (attach schedule) . . . . . . . . . . 11 Other deductions (attach schedule) . . . . . .. . . . . .. . .. .. . . . . .. . . 12a Low-income housing aedit (1) From section 420)(5) partnerships for property placed in service before 1990. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Other than on line 12a(1) for prop. placed in service before 1990 (3) From section 42(j)(5) partnerships for property placed in service after 1989 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (4) Other than on line 12a(3) for property placed in service after 1989 b Qualified rehabilitation expenditures related to rental real estate activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Credits (other than credits shown on lines 12a and 12b) related to rental real estate activities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Credits related to other rental activities . . . . . . . . . . . . . . . . . . . . . . . . 13 Other credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice, see Instructions tor Form 1065. eM 9 1065K112 NTF244el GlD 2867 Credits Partner #2 (c) 1040 filers enter the amount In column (b) on: 4 921.} See Partner's InSlrUctions for Sch. K-1 (Form 1065). (b) Amount Sch. B, Part I, line 1 Sch. S, Part II, line 5 Sch. e. Part I,line 4 Sch. D, line 5, col. (f) e(1) e(2) 41 5 6 7 Sch. D, line 12, col. (g) Sch. 0, line 12, col. (t) Ent.r on applicabl. line ot you, return. } See Partner's InSlrUctions for Sch. K-1 (Form 1065). Ent.r on applicabl. lin. of your r.turn. 8 9 10 11 Sch. A, line 15 or 16 } See Partner's InSlrUctions for Sch. K-1 (Form 1065). } Foon 858"'08 , } See Partner's Instructions for Schedule K-1 (Form 1065). Schedule K-1 (Form 1065) 1999 12c 12d 13 I AFFORDABLE SO' S James C. Felmlee 25-1640218 193-24-1336 P~e2 (c) 1040 tilers enter the amount In column (b) on: Ie K-1 (Form 1065) 1999 (a) Distributive share item (b) Amount 14a Interest expense on investment debts. . . . . . . . . . . . . . . . . . . . . . . . . . is.!. b (1) Investment income included on lines 43, 4b, 4c, and 4f. . . . . . . . . . (2) Investment expenses included on line 10 . . . . . . . . . . . . . . . . . . . . 15a Net earnings (loss) from self-employment. . . . . . . . . . . . . . . . . . . . . . . b Gross farming or fishing income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Gross nonfarm income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a Depreciation adjustment on property placed in service after 1986. . . . . b Adjusted gain or loss. . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . C Depletion (other than oil and gas) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Gross income from oil, gas, and geothermal properties. . . . . . . . . (2) Deductions allocable to oil, gas, and geothermal properties. . . . . . e Other adjustments and tax preference items (attach schedule). . . . . . . 7a Type of income~ b Name of foreign country or possession ~ C Total gross income from sources outside the United States (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Total applicable deductions and losses (attach schedule). . . . . . . . . . . e Total foreign taxes (Check one);. . . . ~ 0 Paid 0 Accrued .... . . f Reduction in taxes available for credit (attach schedule). . . . . . . . . . . . 9 Other foreign tax information (attach schedule). . . . . . . . . . . . . . . . . . . 8 Section 59(e)(2) expenditures: a Type ~ b Amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Tax-exempt interest income. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . Other tax-exempt income. . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . 21 Nondeductible expenses. . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . F Distributions of money (cash and marketable securities). . . . . . . . . . . . . Distributions of property other than money . . . . . . . . . . . . . . . . . . . . . . 24 Recapture of low-income housing credit a From section 42(j)(S) partnerships. . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Other than on line 24a. . . . . . . . . . . . . . . . . . . . . , , . . . . . . . . . .. ~ Supplemental information required to be reported separately to e 14a b(1) b(2) 15a 15b 15c 16a 16b 16c d(1) d(2) 16e 4 921. See Partner's Instructions for Schedule K-1 (Form 1065) and Instructions for Form 6251. Form 1116, check boxes } Fann 1116, Port I Form 1116, Part II Form 1116, Part III See Inst for Form 1116. } See Partner's Instructions for Schedule K-1 (Form 1065). Form 1040,Iine 8b } ~::=~~r Schedule K-1 (Form 1065). 17c 17d 17e 171 179 } Form 8611, line 8 ach additional schedules if more space is needed): I I I I I I -I Schedule K-1 (Form 1065) 1999 65K112 GLD 2867 NTF 24482 Partner #2 I I AFFORDABLE 50' S Partners' Shares of Income, Credits, Deductions, etc. (a) Distributive share items 1 Ordinary income (loss) from trade or business activities (page 1, line 22) . . . . . . . . . . . . . . . . . . . . . . . 2 Net income (loss) from rental real estate activities (attach Form 8825). . . . . . . . . . . . . . . . . . . . . . . . . . 3a Gross income from other rental activities. . . . . . . . . . . . . . . . . . . . . .. 3a I b Expenses from other rental activities (attach schedule) . . . . . . . . . . .. 3b c Net income (loss) from other rental activities. Subtract line 3b from line 3a. . . . . . . . . . . . . . . . . . . . . . 4 Portfolio income (loss): a Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Ordinary dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Royalty income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Net short-term capital gain (loss) (attach Schedule D (Form 1065)) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Net long-term capital gain (loss) (attach Schedule D (Form 1065)): (1) 28% rate gain (loss) ~ (2) Total for year. . . . . . . . . . . . . . . . . . . ~ f Other portfOlio income (loss) (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Guaranteed payments to partners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Net section 1231 gain (loss) (other than due to casually or theft) (attach Form 4797) . . . . . . . . . . . . . . 7 Other income (Joss) (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Charitable contributions (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Section 179 expense deduction (attach Form 4562) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Deductions related to portfoliO income (itemize) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Other deductions (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12a Low-income housing credit: (1) From partnerships to which section 420)(5) applies for properly placed in service before 1990. . . (2) Other than on line 12a(1) for properly placed in service before 1990. . . . . . . . . . . . . . . . . . . . . . . (3) From partnerships to which section 420)(5) applies for properly placed in service after 1989 . . . . (4) Other than on line 12a(3) for properly placed in service after 1989 . . . . . . . . . . . . . . . . . . . . . . . . b Qualified rehabilitation expenditures related to rental real estate activities (attach ~). . . . . . . . C Credits (other than credits shown on lines 12a and 12b) related to rent re~ . . . . . . . d Credits related to other rental activities . . . . . . . . . . . . . . . . . . . . . .. \ \ ';.-dI . . .. ......... 13 Other credits. . . . . . . . . . . . . . . . . . . . . . . .. " ......... .... ... . . .. .... . " . . . '" 14a Interest expense on investment debts. . . . . . . . . . . . . . . . .. . . b (1) Investment income included on lines 4a, 4b, 4C, and 4f abo . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Investment expenses included on line 10 above. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15a Net earnings (loss) from self-employment. . . . . . . . . . . . . . . . . . . . . . . . . . . " . . . . . . . . . . . . . . . . . . b Gross farming or fishing income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Gross nonfarm income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a Depreciation adjustment on properly placed in service after 1986. . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Adjusted gain or loss. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Depletion (other than oil and gas) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d (1) Gross income from oil, gas, and geothermal properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Deductions allocable to oil, gas, and geothermal properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Other adjustments and tax preference items (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17a Type of income ~ b Name of foreign country or U.S. possession ~ C Total gross income from sources outside the United States (attach schedule). . . . . . . . . . . . . . . . . . . . d Total applicable deductions and losses (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Total foreign taxes (check one): ~ 0 Paid 0 Accrued .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Reduction in taxes available for credit (attach schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Other foreign tax information (attach schedule). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Section 59(e){2) expenditures: a Type'" b Amount. . ~ 19 Tax-exempt interest income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Other tax-exempt income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Nondeductible expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Distributions of money (cash and marketable securities) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Distributions of property other than money. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Other items and amounts required to be reported separately to partners (attach schedule) . . . . . . . . . 9 106534 NTF 24364 GLD 2866 25-1640218 I ~Ee :T) I iC- I lib In est- ment I rest ploy- t ust- ments and I:r- Items I~n ter A 3c 4a 4b 4c 4d 4e(Z) 4f 5 6 7 8 9 10 11 123(1 ) 123(2) 123(3) 123(4) 12b 12c 12d 13 14a 141:1(1 141:1(z 15a 15b 15c 16a 16b 16c 16d(1 16d(z 168 17c 17d 178 17f 179 18b 19 20 21 22 23 Page 3 1 2 (b) Total amount 9 841. 9 841. I I I I I I I I I I I I I I I I I I I ,r_, /::::' r ~'" /. !.(-vy'\;1 ., '"V; t . (\ ' ; 1-, "{ ~ \JIG U LAST WILL AND TESTAMENT OF JAMES C. FELMLEE I, James C. Felmlee, of 133 North Locust Point Road, Mechanicsburg, Cumberland County, Permsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this Will, which is not specifically devised or bequeathed, as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers shall be included in my Estate. ITEM III: I give, devise and/or bequeath all the following specifically to the following people: 1. The interest which I may own at the time of my death in the Pennsylvania general partnership known as "F elmlee' s Locust Point", as follows: one (1 %) percent (to achieve controlling 51 % interest) to my son Rooney L. Felmlee, now or formerly of71 South Locust Point Road, Mechanicsburg, Permsylvania, 17055; twenty-five (25%) percentto my spouse Carole L. Felmlee now or formerly of133 North Locust Point Road, Mechanicsburg, Pennsylvania, 17055; twelve (12%) percent to my son Darryl J. Felmlee, now or formerly of Box 243, Kooskia, Idaho; and twelve (12%) percent to my daughter Melissa D. Hersh, now or formerly of13 5 Hickorytown Road, Carlisle, Pennsylvania, 17013. If any of the named beneficiaries fail to survive me, then such bequest or devise shall fail and such interest shall pass to Rooney L. Felmlee, provided he survives me as set forth herein, or ifhe also fails to survive me, then such shall pass to my residual estate. In the event this bequest is unable to pass as set forth herein, it shall become part of my residual estate. 2. The interest which I may own at the time::. 9J my d~~th in the Penn.sylv~~..K.eneral partnership known as "Affordable 50's", as follows: one (1 %) percent (to achieve controlling 51 % interest) to my son Rooney L. Felmlee; twenty-five (25%) percent to my spouse Carole L. Felmlee; twelve (12%) percent to my son Darryl 1. Felmlee; and twelve (12%) percent to my daughter Melissa D. Hersh. If any I I 1 I I I I I I I I I I I I I I I I of the named beneficiaries fail to survive me, then such bequest or devise shall fail and such interest shall pass to Rooney L. Felmlee, provided he survives me as set forth herein, orifhe also fails to survive me, then such shall pass to my residual estate. In the event this bequest is unable to pass as set forth herein, it shall become part of my residual estate. 3. The interest which I may own at the time of my death in the sole proprietorship known as "James Felmlee Distributor Small Games of Chance" , in as nearly equal shares as practical, to my son Rooney L. Felmlee and to my spouse Carole L. Felmlee, or to the survivor if either predeceases me and is not survived by issue. In the event this bequest is unable to pass as set forth herein, it shall become part of my residual estate. 4. In the event I am the sole owner of the real property known as 133 North Locust Point Road, Mechanicsburg, Pennsylvania, at the time of my death, then in that event! give and devise such real . property to my spouse Carole L. Felmlee, provided we are married at the time of my death and provided ../ she survives me. In the event this devise is unable to pass as set forth herein, it shall become part of my residual estate. Also, in the event I am the owner of an Individual Retirement Account with Mass Mutual, or its successor and such is not beneficiary indicated, then in that event I give and bequeath such property to my spouse Carole L. Felmlee, provided we are married at the time of my death and provided she survives me. In the event this devise is unable to pass as set forth herein, it shall become part of my residual estate. ITEM IV: I give, devise and bequeath all of my household furniture and furnishings, automobiles, books, pictures,jewehy, china, linen, silveIWare, wearing apparel, and all other like articles ofhousehold or personal use and adornment to my spouse Carole L. Felmlee provided we are married at the time of my death and further provided she survives me. In the event we are not married or she fails to survive me, then in that event such items shall pass to and become part of my residual estate and pass as set forth under Item V below. ~ , D i ITEM V: I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, to the following individuals in the following percentage share interests, to be distributed to such persons by my Executor, in his or her discretion: 1. My spouse, Carole yiitee, provided we are still married at the time of my death and provided she survives me, thirty (30%) of my residual estate. If she fails to survive me, then such share shall be divided equally among my surviving children, per stirpes. 1-'1- 2. My son, Rooney L. Felmlee, twenty (20%) percent of my residual estate, per stirpes. 1--rv 3. My son, Darryl J. Felmlee, twenty (20%) percent of my residual estate, per stirpes. I I -I I I I I I I I I I I I I I ~IU I I '17/ "]; 4. My daughter, MelissaD. Hersh, twenty (20%) percent of my residual estate,perstirpes In the event any of my children are not survived by issue, then in that event such share shall pass to the surviving children, per stirpes, in as nearly equal shares as practical. ITEM VI: In the settlement of my Estate, my Executor shall possess, among others, the following powers to be executed for the best interests of the beneficiaries: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all liens or trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this Paragraph VI (a) or elsewhere in my Will. (b) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. My Executor shall pay all legal expenses of my last illness and my funeral expenses. ( c) To distribute my Estate in kind or in money. If any assets are distributed in kind, they shall be distributed at their respective value(s) on the date(s) of their distribution. (d) To retain any investments I may have at my death so long as my Executor may deem it advisable to my Estate so to do. (e) To vary investments, when deemed desirable by my Executor and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities or in such other property, real or personal, as he shall deem wise, without being restricted to so-called "legal investments." (f) To mortgage real estate and to make leases of real estate. (g) To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration or inheritance, legacy, estate and other taxes. (h) To vote any shares of stock which form a part of the Estate and to otherwise exercise all the powers incident to the ownership of such stock. I I 1 I I I I I I I I I I I I I I -- I I (i) In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of the Estate. (j) To distribute my personal property directly to the Guardian of the person of any minor beneficiaries hereunder. (k) The right and discretion to elect the most appropriate settlement options for any pension plans, individual retirement accounts or other employee benefit options, as deemed most appropriate by my Executor, assuming such election shall be in accordance with procedures established by the plan's administrative committee or administrator, as the case may be, if such elections have not been made prior to my death. (1) To do all other acts injudgment of my Executor necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. (m) The right to engage accountants, attorneys, appraisers and other agents, as deemed necessary by my Executor, to render advice to and/or represent my Executor, as my Executor deems necessary or appropriate to the administration and preservation of my Estate. ITEM VII: Any person who shall have died at the same time as Testator or in a common disaster with him, or under such circumstances that it is difficult or impossible to detennine who died first, or who shall fail to survive Testator by a period of thirty (30) days, shall be deemed to have predeceased him hereunder. In the event of a common disaster or simultaneous death with my spouse Carole L. Felmlee, or under such circumstances that it is difficult or impossible to detennine who died first, it is our direction that my Last Will and Testament shall control the probate of our joint assets and her Last Will and Testament sets this forth directly. ITEM VIII: I nominate, constitute and appoint my spouse, Carole L. Felmlee, provided we are still married at the time of my death, to be my Executrix. (herein referred to as "Executor"). In the event of the death, resignation, refusal or inability of my spouse to serve as Executor, I nominate, constitute and appoint my son Rooney L. Felmlee to serve as Successor Executor in her place. My Executor is specifically relieved from the duty or obligation of filing any bond(s) or other form of security. ITEM XI: If at any time, any minor child or legally incompetent person shall be entitled to receive any assets hereunder, my eldest child alive at the time of my death shall act as Guardian ofthe Assets payable to such child or legally incompetent person and shall have full authority to use such assets in any manner as such Guardian shall deem advisable for the best interests of such person, including care, college, university, post-graduate or other education, without securing court order. In the event of the I I 1 I I I I I I I I I I I I I I I I death, resignation, refusal or inability of my eldest child to serve as Guardian of the Assets, then I nominate, constitute and appoint the next eldest child to serve. ITEM X: In all references herein to any Spouse, Executor, Guardian, Beneficiary, Child or other, the use of any particular gender or the plural or singular number is intended to include the appropriate gender or number as the text of this my Last Will and Testament may require. ITEM XI: At the time of the execution of this Will, I have three children as set forth herein. All references in this, my Last Will and Testament, to my children are intended to include any additional child or children born to me or legally adopted by me subsequent to the execution of this Will and if any such child or children or issue thereof shall survive me, then and in such event, such child or children or issue thereof shall have no rights in my estate other than those granted by this my Last Will and Testament. IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will and Testament, consisting of this, the next two (2) pages and the preceding four (4) pages this d) day of c<sPfJiun M fL,,; , 2003. )'UW;h /. ~~ fames C. Felmlee . SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testator, James C. Felmlee, as and for his Will, in the presence of us, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. f ',,-.. 3ihLf LP~/f/!~_sf 1/!S U "" Ptl fA- /7/ () / ff~~., 0 '0. ~ IlIDq 391A ~/i r;Irv SI- Addpes} I >7 ql~ I f1; 17ft) 7' ~ r ~L> Witness Name I I 1 I I I I I I I I I I I I I I I I ACKNOWLEDGMENT COMMONWEAL TH OF PENN8YL VANIA COUNTY OF YtlUP# (IJ :88.: I, James C. Felmlee, the Testator whose name is signed to the attached or foregoing instnnnent, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. ;)3 Sworn to or affirmed and acknowledged before me by James C. Felmlee the Testator, this day of I ~ fJ I tJ A?'1/J..,f A-- ,2003. - I NOTARIAL SEAL JOHN R. BEINHAUR. Notary Public Lower Paxton Twp.. Dauphin County My Commission Expi18s March 13, 2007 g~ (J 1~4' J es C. Felmlee I:'" ~~. Not Pubhc . My Commission Expires: (SEAL) I I I I I I I I I I I I I I I I I I I AFFIDAVIT COMMONWEAL TH OF PENN8YL VANIA COUNTYOF ~~flJ :88.: We, f0lederl.~(u~ ,~~.W~ and Ilnnp ~ -MlIspe ,th' itnesseswhosenamesaresignedtotheattached foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness, in the hearing and sight of the Testator, signed the Will as a witness; and that to the best of our knowledge, the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or J J~~ IJ ~~:"; affirmed and subscribed to before me by , ~~~lo~and , witnessesthis~dayo. U ,2003. ~ ~- e V~41}J Witness / ~IIJ!)M-f N tary pUb~ My Commission Expires: (SEAL) NOTARIAl SEAL JOHN R BEJNHAUR, Notary Public Lower Paxton Twp., Dauphin County My Commission Expires Mard) 13. 2007 cumberland County - KeglsLeL UJ... ...J...J...J..'-' One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 71 SOUTH LOCUST POINT ROAD MECHANICSBURG, PA 17055 "1 C~:.:J --J ~-, ;':.::, Date: 4/24/2007 f",) FELMLEE ROONEY L .~2~ f<) (.'1 -...J RE: Estate of FELMLEE JAMES C File Number: 2004-00555 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death. shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/05/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report. please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel c:J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 4/24/2007 r,,) BEINHAUR JOHN R 3964 LEXINGTON STREET j'-") - , ' (n -.-.1 HARRISBURG, PA 17109 RE: Estate of FELMLEE JAMES C File Number: 2004-00555 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/05/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Pac O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF e~h..tje.,.J~' CO"lJNTY,PENNSYLV}...N1A Name of Decedent: ~Im /.~.p I 1.1 AM;~S .1' . . Date of Death: ~ J S-Ioil File Number: . ~ t!JOC/ - 00 ~S-S" Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the adnnmstration of the above-captioned estate: ~ , , 1. Stat~ whether administration of the estate is complete: . . . . . t. . . . . . . . . . . . . .. 0 Yes II No 2. If the answeris No, state when the persorial' representative reasonably believes that the administration will be -complete: '10-1'd-() dAis. 3. Ifth~answer to No.1 is YES, state the foUo'Wing: a. Did the personal representative file a fina1'account with the Court?" . . . . . .. DYes DNo b. The separate Orphans" Court No. (if any) for the personal ' representative's account is: c. Did the personal representative state an accgunt ~_.t:". II th ... ? DY .Lll.Lor,ma y to .e parties m mterest. " '. . . . . . . . . . . . . . . . . . . . . .. . . . . . .. . . es DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be :tiled with the Clerk 'ofthe OIphans' Court and may be attached to this report. Date ~-,';). 6 ""r' (J ':/ ~ . ~VlL!Jtyv tgn.ature erSDn g ann . C) C":i Capacity: DPersonal Representative ~ Counsel -- &10." - ~J n-fi J1 fl. .1 wh 1J.UI'1 . Cli7. Name of Person Filing this Form ' ~"6q ,_ ,,)Q~M~ <~h..u./f- A~ . _ f:4It>:r 11EO~ Telephone ~ LL o ('") L'C c.'...... ~ r-- C;:::) {''::::~::-l "J ion7l RW-IO rev. 10.13.06 ur{\ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX _~P.E'.RA-t$EM~NT. 'ALLOWANCE OR DISALLOWANCE . OF DEDUCTI()NSAND ASSESSMENT OF TAX *' REV-1547 EX AFP <06-05) ,.\:" DATE 04-23-2007 ,):J ESTATE OF FELMLEE JAMES C DATE OF DEATH 05-05-2004 FILE NUMBER 21 04- 0555 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-22-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FELMLEE JAMES C FILE NO. 21 04-0555 ACN 101 DATE 04-23-2007 JOHN R BEINHAUR 3964 LEXINGTON ST HBG PA 17109 T AX RETURN WAS: (X) ACCEPTED AS F I LED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) (In (7) 477,293.50 .00 90,000.00 .00 10,030.87 .00 .00 (8) NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. 8. Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jointly Owned Property (Schedule F) Transfers (Schedule G) Total Assets 577,324.37 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. 10. 11. 12. 13. 14. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return (9) (0) 15,982.00 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax 186.909.53 (11) (2) (3) (4) ~n~.891 .1i3 374,432.84 .00 374,432.84 NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate OS) 264,730.30 X 00 .00 16. Amount of Line 14 taxable at Lineal/Class A rate (6) 109,702.54 X 045 = 4,936.61 17. Amount of Line 14 at Sibling rate (7) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (9)= 4,936.61 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-24-2007 CDOO7747 .00 481. 62 01-24-2007 CDOO7748 481. 62- 4,936.61 BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-25-2007 TOTAL TAX CREDIT 4,936.61 BALANCE OF TAX DUE .00 INTEREST AND PEN. 112.79 TOTAL DUE 112.79 * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE<2\"v A ~I'"I'"IINn !':I'"I'" ~I'"VI"~SI" SIDI" 01'" TillS I'"ORM I'"OR INSTRUCTIONS.) () Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2008 ~.':..-'--" -.1:.," :::iJ BEINHAUR JOHN R 3964 LEXINGTON STREET f~ r- ~ "'-' i ---') EARRISBURG, PA 17109 (..) _(- co RR. Estate of FELMLEE JAMES C File Number: 2004-00555 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by P2rsonal Representative under Rule 6.12 is due on the below listed date. 1"":3 per the AMENDMENTS TO SUPREME COURT ORPHANS I COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 5/05/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2008 .~;;J FELMLEE ROONEY L " (" 71 SOUTH LOCUST POINT ROAD MECHANICSBURG, PA 17055 -';:J (,.) Q:) RE: Estate of FELMLEE JAMES C File Number: 2004-00555 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 10 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within c (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing 1S due by: 5/05/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel MAY 2 ~ 2pp$ In the Matter of the Estate of IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA JAMES C. FELMLEE, late of Mechanicsburg, ORPHANS' COURT DIVISION Cumberland County, PA Deceased Estate No. 21-04-0555 ORDER AND NOW, this ~ day of ~ , 2008, upon consideration of the Petition for Citation to File an Account filed by Carole L. Felmlee, Melissa D. Hersh, and the Estate of Daryl J. Felmlee, IT IS ORDERED that the Cumberland County Register of Wills is directed to issue a Citation directed to Rooney L. Felmlee, Executor of the Estate of James C. Felmlee, deceased, to show cause why he should not be required to prepare an Account and file the same in the Office of the Clerk of the Orphans' Court Division of Cumberland County, Pennsylvania BY DISTRIBUTION LIST: See next page 1 COURT ~ ~~ ~oJudg _ ~ r-- ~ ~~ , -~-, r ~~.~' x» :~: ;?:~ ~ Q' y 0 Luther E. Milspaw, Jr., Esquire 130 State Street Harrisburg, PA 17101 Attorney for Petitioners John R. Beinhaur, Esquire Beinhaur & Curcillo 3964 Lexington Street Harrisburg, PA 17109 Attorney for Executor Carole L. Felmlee 133 North Locust Point Road Mechanicsburg, PA 17055 Petitioner Melissa D. Hersh 4345 Carlisle Pike Camp Hill, PA 17011 Petitioner Jeanette Felmlee Box 243 Kooskia, I D 83539 Petitioner 2 ~_~ - - _. Z~OQ ~~r~'~ 2 t P#~ ~. 20 ,~ ~RF~ ',,^,r r-.tll'nr n~ . ~. ~~_,:~t In the Matter of the Estate of IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA JAMES C. FELMLEE, . late of Mechanicsburg, ORPHANS' COURT DIVISION Cumberland County, Pennsylvania, Deceased Estate No. 21-04-0555 PETITION FOR CITATION TO FILE AN ACCOUNT The Petition of CAROLS L. FELMLEE, MELISSA D. HERSH, and the ESTATE OF DARYL J. FELMLEE, respectfully represent that: 1. James C. Felmlee died on May 5, 2004, having resided with CAROLS L. FELMLEE until his death at 133 North Locust Point Road, Mechanicsburg, PA. 2. Petitioner, CAROLS L. FELMLEE, is the surviving spouse of Decedent; Petitioner, MELISSA D. HERSH, is the daughter of Decedent; and JEANETTE FELMLEE, surviving spouse of Daryl J. Felmlee, deceased, son of the Decedent. 3. Decedent died testate having executed a Will dated September 23, 2003. Letters Testamentary thereon were subsequently granted to Rooney L. Felmlee, son of the Decedent, by the Register of Wills of Cumberland County. 4. More than six (6) months have expired since the first complete advertisement of the grant of Letters Testamentary and the Executor has failed to file an account and maybe cited to file his account in accordance with §3501.1 of the PEF Code. r WHEREFORE, Petitioner respectfully requests that a Citation be awarded, directed to ROONEY L. FELMLEE, Executor of the Estate of James C. Felmlee, deceased, to show cause why he should not be required to prepare an Account and file the same in the Office of the Clerk of the Orphans' Court Division of Cumberland County, Pennsylvania. sp ctfully su fitted ~r~ +~ ,~ LUT R SPAW, Jr Attorney ID No. 19226 130 State Street P.O. Box 946 Harrisburg, PA 17108-0946 (717) 236-3141 Attorney for Petitioner Dated: May 19, 2008 VERIFICATION I, Melissa D. Hersh, hereby verify that the statements made in the foregoing are true and correct to the best of my knowledge, information, and belief. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S.A. §4904 relating to unsworn falsification to authorities,. ~ ~• Melissa D. Hersh Dated. ~~ , 2008 '~ In the Matter of the Estate of IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA JAMES C. FELMLEE, late of Mechanicsburg, ORPHANS' COURT DIVISION Cumberland County, Pennsylvania, : Deceased Estate No. 21-04-0555 CERTIFICATE OF SERVICE I hereby certify that I served a true and correct copy of the above Petition for Citation to File an Account upon the Executor and counsel of record by depositing the same in the United States Mail, first class, postage prepaid, at Harrisburg, Pennsylvania, on the 19`~ day of May 2008, addressed as follows: John R. Beinhaur, Esquire Beinhaur & Curcillo 3964 Lexington Street Harrisburg, PA 17109 Rooney L. Felmlee 71 South Locust Point Road Mechanicsburg, PA 17055 submitted, ~~ . TARA L. EBRIGHT, Paralegal Law ffice of Luther E. Milspaw, Jr. 130 tate Street --- .Box 946 Harrisburg, PA 17108-0946 (717) 236-3141 r r~~~\ ~` .,~ 4~~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: JAMES C FELMLEE, DECEASED CUMBERLAND COUNTY PENNSYLVANIA NO. 21-04-0555 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: JUDGE'S INITIALS: TIME STAMP DATE: 06/02/08 IN RE: ORDER SERVICE TO: LUTHER MILSPAW JR MELISSA HERSH JOHN BEINHAUR JEANETTE FELMLEE CAROLE FELMLEE METHOD OF MAILING: ENVELOPES PROVIDED BY: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER _ MAILED: 06/02/08 ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT ,. Deputy Clerk of Orph s' Court CITATION Office of the Register of Wills Cumberland County, Pennsylvania IN RE: Estate of James C. Felmlee, Deceased No. 21-04-0555 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND TO: Rooney L. Felmlee 71 South Locust Point Road Mechanicsburg PA 17055 GREETINGS: SS. AND NOW this 2"d day of June, 2008, the Register of Wills of Cumberland County issues this citation upon Rooney L. Felmlee, Executor of the Estate of James C. Felmlee, deceased, to show cause why he should not be required to prepare an Account and file the same in the Office of the Clerk of Orphans' Court of Cumberland County, Pennsylvania. Your response, if any, should be filed in her office within 20 days from the date of this citation. Glenda Farner Strasbaugh Register of Wills cc: Luther Milspaw, Jr., Esquire 130 State Street PO Box 946 Harrisburg PA 17101 John R. Beinhaur, Esquire ~~ C„p ~ Beinhaur & Curcillo "U ~ ~ - 3964 Lexington Street ~ x ~: + Harrisburg PA 17109 ~~ ~ ~ -' -'_`-~~ l ' ~ Carole L. Felmlee :~0~ -4 ~=_ :-_ ~ 133 N Locust Point Road ~ ~ ° -''' Mechanicsburg PA 17055 1--~-~ N r_-»'`,: ~ ;._.7 Jeanette Felmlee ~ Box 243 Kosskia ID 83539 Melissa D. Hersh 4345 Carlisle Pike Camp Hill PA 17011 Vv~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: JAMES C FELMLEE, DECEASED CUMBERLAND COUNTY PENNSYLVANIA NO. 21-04-0555 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 05/30/08 JUDGE'S INITIALS: GFS TIME STAMP DATE: 06/02/08 IN RE: CITATION SERVICE TO: LUTHER MILSPAW JR MELISSA HERSH JOHN BEINHAUR JEANETTE FELMLEE CAROLE FELMLEE METHOD OF MAILING: ENVELOPES PROVIDED BY: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 06/02/08 SERVICE TO: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT of br(Shans' Court CITATION Office of the Register of Wills Cumberland County, Pennsylvania IN RE: Estate of James C. Felmlee, Deceased No. 21-04-0555 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND TO: Rooney L. Felmlee 71 South Locust Point Road Mechanicsburg PA 17055 GREETINGS: AND NOW this 2"d day of June, 2008, the Register of Wills of Cumberland County issues this citation upon Rooney L. Felmlee, Executor of the Estate of James C. Felmlee, deceased, to show cause why he should not be required to prepare an Account and file the same in the Office of the Clerk of Orphans' Court of Cumberland County, Pennsylvania. Your response, if any, should be filed in her office within 20 days from the date of this citation. Glenda Farner Strasbaugh • Register of Wills cc: Luther Milspaw, Jr., Esquire 130 State Street PO Box 946 Harrisburg PA 17101 John R. Beinhaur, Esquire C ~.. ~ ~, Beinhaur & Curcillo t St t i ~ C , , , , ~ ree on ng 3964 Lex ~ ~ 4 ~ - = Harrisburg PA 17109 ~ ~ t . Oa _l c_.~ ` Carole L. Felmlee ~ ~ _ _ ~ 133 N Locust Point Road ~ w~ Mechanicsburg PA 17055 ~'~ N T:.. .=^"»~' ' .~ Jeanette Felmlee ~ Box 243 Kosskia ID 83539 Melissa D. Hersh 4345 Carlisle Pike Camp Hill PA 17011 ,V U ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: JAMES C FELMLEE, DECEASED CUMBERLAND COUNTY PENNSYLVANIA NO. 21-04-0555 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 05/30/08 JUDGE'S INITIALS: GFS TIME STAMP DATE: 06/02/08 IN RE: CITATION SERVICE TO: LUTHER MILSPAW JR MELISSA HERSH JOHN BEINHAUR JEANETTE FELMLEE CAROLE FELMLEE METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 06/02/08 ENVELOPES PROVIDED BY• ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY• ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT of br~Shans' Court l:n Re: Estate of FELMLEE JAMES C ORPFIANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00555 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: FELMLEE ROONEY L Counsel for Personal Representative: BEINHAUR JOHN R Date of Decedent's Death: 5/5/2004 n -.,,, ~-= ~ ~.~ -~ t ~ r~ j~- (~ __ i _ p -~ _ •,_a l ~ "'~- - _~, 3 ~ - .. ~ Y, ~.... "~ C..3 (~l The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills oar Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If'the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 6/13!2008 ~', ,~.~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Diistribution: Personal Representative Counsel for Personal Representative Estate File In Re: Estate of FELMLEE JAMES C ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00555 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: FELMLEE ROONEY L Counsel for Personal Representative: BEINHAUR JOHN R Date of Decedent's Death: 5/5/2004 -v ._, ri_i ~ rte-- f . ~_; - = ~ ~ n ~ ~ 7 ~`_7 . . - C.J __-_. ~ .._ ~ .....~~.._ ;,:'t ~ _.,.8 -~ -~ _~ ~ ; ~ . ~` F ~: c..~ ~ . ~, The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 6/13/2008 !~,•: >° Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File IN RE: ESTATE OF FELMLEE JAMES C ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00555 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE personal Representative: FELMLEE ROONEY L Counsel for Personal Representative: BEINHAUR JOHN R ~ ,.,a p ~~ '- ~ ~:' :Date of Decedent's Death: 5/5/2004 -• ;~ c_. -T- r-~ r ~.rrt :Date of Delinquency Notice: ~~=~r~ c~_,'~ ~',-... -~, The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in ac~ct`~ance --~= with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans~~ourt ~? Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 6/13/2008 ~~'t ~~icl Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Julv 7, 2008 at 11AM in Courtroom No. 2 . If the Status Report is filed prior to the he te, the hearing will automatically be cancelled. ,~---~..~ ~~~~ ~ ~ ~ Edgar B ,~U~b ~ -~ Z€10 ORPHANS' COURT DIVISION IN RE: ESTATE OF COURT OF COMMON PLEAS OF FELMLEE JAMES C CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00555 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A fl:EARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: FELMLEE ROONEY L ~? }4='' ,p ~ ~u Counsel for Personal Representative: BEINHAUR JOHN R +. it :~:-r' fV Date of Decedent's Death: 5/5/2004 - ~'"~ ~' -. --, ;~ ;7.' Date of Delinquency Notice: :`._~.., ~ 7 ~-, The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance ~.: with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule Ei.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court i.s hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 6/13/2008 Glenda Fanner Strasb ug Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Julv 7.2008 at 11AM in Courtroom No. 2 . If the Status Report is filed prior to the ng d e, the hearing will automatically be cancelled. g'r ,. 1 Edgar B. Bayley, J. a ,.,. ko,.~,:~z Pa. ®.C. Rule 6.12 S'Tr~7CLTS RAP®R~' REGISTER OF WILLS OF ~i/iYlb-f~l W.~~L~ COUNTY, PENNSYLVANIA Name of Decedent: c/l~t M ~ $ ~. ~~~jjj ~~,~' Date of Death: 5~2 U C7 ~~ File Number: Z ©Q ~ - Q O ~S~S PiirSuaiit tv Pa. O.C. Riiie v, iL, i report the f.^~11^1S7ing ?z~ith ,•acr»,e~t to rnrr~plPtinn of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~ Yes ~ No 2. If the answeris No, state when the personal representative reasonably believes that the administration will be complete: (~ il,~ail9T~.5 - - 3. If the answer to No. 1 is YES, state the following: -- a. Did the personal representative file a final account with the Court? ....... i Yes ~ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infornlally to the parties in interest? ............................... Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal. or informal accounts maybe filed with the Cleric of the Omhans' Court and maybe attached to this report. ante ~l2ja'~D ~ s.,, 1~i, .~~~ ;"rJ ~~ Signature erson Filing thi Fornx Capacity: Personal Representative Counsel -- ~- ~~-1.y1j2/-i' - . .AYL~{f~'~ r5'~ Ul r~ Name of Person Filing this Form ~~ b~ L-~x ~~~~ ~-~~~ef Address ~1~- 651 - ~1e~o Telephone fbrnt R61'-!0 rev. IO.I,i.06 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 4/08/2009 BEINHAUR JOHN R 3964 LEXINGTON STREET HARRISBURG, PA 17109 R:E: Estate of FELMLEE JAMES C File Number: 2004-00555 D~sar Sir/Madam: ~ ~~ ~ ~., , _:~ `~ __r, ~::~C~ .___ , c ,; ~-~ , rxa _ 1 -` .~., f_,,, ...,. This notice is to serve as a reminder that the Status Report by~- Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/05/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, r ~ , F.,~ f-.-~ ~ - n `~~ , ~~ Glenda Farner Strasbaugh \~~~; Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 D<~te : 4/08/X09 F;ELMLEE ROONEY L 71 SOUTH LOCUST POINT ROAD M:ECHANICSBURG, PA 17055 RE: Estate of FELMLEE JAMES C File Number: 2004-00555 Dear Sir/Madam: ~ r>., r ~~ - =z~ r; ~,~ ~ n - , ~ 'T, .. ' ~ , ~` 4 ~ >,-~ _ ` ~ ..~.. CJ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. 'T'his filing is due by: 5/05/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ,- r ~ ~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel In the Matter of the Estate of IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLV ANIA JAMES C. FELMLEE, ,,,,, late of Mechanicsburg, ORPHANS' COURT DI3~ISION --r Cumberland County, Pennsylvania, ' ~ ~ r Deceased Estate No. 21-04-0555 ~~-~'=c~ ~ ~; ~=~' =~~m tv _a ..~ ;-~ .-s, MOTION TO MAKE RULE ABSOLUTE ~-~ p -, _ _ `_. - ~; A ~ _ , AND NOW come Petitioners, CAROLE L. FELMLEE, MELISSA D. HERSH, and the ESTATE OF DARYL J. FELMLEE, by and through their attorney, Luther E. Milspaw, Jr., Esquire and files this Motion to Make Rule Absolute and in support thereof, avers as follows: Petitioner, CAROLE L. FELMLEE, is the surviving spouse of Decedent who died on May 5, 2004; Petitioner, MELISSA D. HERSH, is the daughter of Decedent; and JEANETTE FELMLEE is the surviving spouse of Daryl J. Felmlee, deceased, son of the Decedent and each were named as beneficiaries in the Last Will and Testament of JAMES C. FELMLEE. 2. Letters Testamentary were granted to Rooney L. Felmlee, son of the Decedent, by the Register of Wills of Cumberland County on June 14, 2004. 3. On or about May 21, 2008, Petitioners, CAROLE L. FELMLEE, MELISSA D. HERSH, and the ESTATE OF DARYL J. FELMLEE, filed a Petition for Citation to File an Account requesting that a Citation be awarded, directed to ROONEY L. FELMLEE, Executor of the Estate of James C. Felmlee, to show cause why he should not be required to prepare and file an Account in the Office of the Clerk of the Orphans' Court Division of Cumberland County, Pennsylvania. 4. On or about June 2, 2008, this Honorable Court issued a Citation upon ROONEY L. FELMLEE, Executor of the Estate of James C. Felmlee, to show cause why he should not be required to prepare an Account and file the same. A true and correct copy of said Citation is attached hereto, incorporated herein by reference and marked Exhibit "A". 5. To date, no accounting has been filed with this Honorable Court. 6. Pursuant to Cumberland County Local Rule 208.2(d), concurrence of counsel was sought in the filing of this Motion for Sanctions and such concurrence was not given. 7. No hearing or argument is requested in this matter. No judge has ruled upon any issues regarding this action. WHEREFORE, Petitioners respectfully requests that the Citation issued June 2, 2008, be made absolute and an appropriate order be issued directing ROONEY L. FELMLEE, Executor of the Estate of James C. Felmlee, to prepare and file an Accounting within ten (10) days or appear at a date certain with his counsel of record before this Honorable Court to explain why an Accounting has not yet been filed. Dated: May 21, 2009 LUTf-IER L: MILSPAW, ~f Attorney ID No. 19226 130 State Street P.O. Box 946 Harrisburg, PA 17108-094b (717) 236-3141 2 Exhibit "A" CITATION Office of the Register of Wills Cumberland County, Pennsylvania IN RE: Estate of James C. Felmlee, Deceased No. 21-04-0555 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND TO: Rooney L. Felmlee ' 71 South Locust Point Road Mechanicsburg PA 17055 GREETINGS: AND NOW this 2°d day of June, 2008, the Register of Wills of Cumberland County issues this citation upon Rooney L. Felmlee, Executor of the Estate of James C. Felmlee, deceased, to show cause why he should not be required to prepare an Account and file the same in the Office of the Clerk of Orphans' Court of Cumberland County, Pennsylvania. Your response, if any, should be filed in her office within 20 days from the date of this. citation. Glenda Farner Strasbaugh Register of Wills cc: Luther Milspaw, Jr., Esquire 130 State Street PO Box 946 Harrisburg PA 17101 John R. Beinhaur, Esquire Beinhaur & Curcillo 3964 Lexington Street Harrisburg PA 17109 Carole L. Felmlee 133 N Locust Point Road Mechanicsburg PA 17055 Jeanette Felmlee Box 243 Kosskia ID 83539 Melissa D. Hersh 4345 Carlisle Pike Camp Hill PA 17011 rv ~ _ .:;_, C..,. t"i~ i C ~'3 ~ ~ --~ . ~ ~ ~ s ~ ~~ ~ ~.~' Ca ~ ~~ t y~ tU ,.~..~ r .~ y. ~ t ,. In the Matter of the Estate of JAMES C. FELMLEE, late of Mechanicsburg, Cumberland County, Pennsylvania, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate No. 21-04-0555 CERTIFICATE OF SERVICE I hereby certify that I served a true and correct copy of the above Motion to Make Rule Absolute and Motion for Sanctions upon all counsel/parties of record by depositing the same in the United States Mail, first class, postage prepaid, at Harrisburg, Pennsylvania, on the 21ST day of May 2009, addressed as follows: John R. Beinhaur, Esquire Beinhaur & Curcillo 3964 Lexington Street Harrisburg, PA 17109 Respect~'ully submitted, ~~ C~ ~~ TARA L~EBRIGHT, Paralegal Law O ce of Luther E. Milspaw, Jr. 13 State Street P.O. Box 946 Harrisburg, PA 17108-0946 (717) 236-3141 3 In Re: Estate of FELAILEE JAMES C ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00555 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: FELMLEE ROONEY L Counsel for Personal Representative: BEINHAUR JOHN R Date of Decedent's Death: 5/5/2004 ~~ r. , ~ - ~ ~ ~ c_ ~T'3 ~ _ . _- _ _ , __y U-~ _~ '" c•_ The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 6/1/2009 ~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File In Re: Estate of FELMLEE JAMES C PENNSYLVANIA NO, 2004-00555 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: FELMLEE ROONEY L Counsel for Personal Representative: BEINAAUR JOAN R Date of Decedent's Death: 5/5/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~zv~~~ Date: 6/1/2009 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY 3 MAY 2 9 2009 In the Matter of the Estate of JAMES C. FELMLEE, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA late of Mechanicsburg, ORPHANS' COURT DIVISION Cumberland County, Pennsylvania, Deceased Estate No. 21-04-0555 OR(D~ER~ OAF COURT AND NOW this ~ day of ~-"` 2009, upon consideration of Petitioners' Motion to Make Rule Absolute it is hereby ORDERED and DECREED that the Citation issued June 2, 2008, is made absolute and ROONEY L. FELMLEE, Executor of the ~1w~aN ~a~ Estate of James C. Felmlee, is directed to prepare and file an Accounting within tong days of the date hereof or appear before this Honorable Court in Courtroom No. ~ , on a'U , 2009, at y'ad o'clock ~.m., to explain why an Accounting has not yet been filed. :~ N CD C~ LO G ~ -~ fi ~.~~ ~~ _. -` i Q `r-~ O - C.!'; ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: JAMES C FELMLEE CUMBERLAND COUNTY PENNSYLVANIA NO. 04-555 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 06/01/09 JUDGE'S INITIALS: $EG TIME STAMP DATE: 06/03/09 IN RE: ORDER OF COURT SERVICE TO: JOHN BEINHOUR LUTHER MILSPAW METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 06-03-09 ENVELOPES PROVIDED BY~ ^ PETITIONER ^ JUDGE ® CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY• ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT ~~.. ®.~:. I~~~e 6.12 S'T~~'1JTS P®~~ REGISTER OF WILLS OF ~Z,t~,h,~.v~ (~ COUNTY, PE'~;~iSYLVANIA r--- I~Tame of Decedent:- J ~1 /~'- ~ S ~ - ~..~/f ln~, ~.Q Y _ Date of Death: ~ ~S/ File Number: ~ZChp~ - 0 O ~S~ D.,.-,,..,,,.++,. D., !l !~ D„lo ~ 17 T tee,-,r„-f+h~ f~ll~.xnnQ ~z;_th 1-PCr~PCt Yn ~ntY1n~P.1-7(11'1 nfthe administration of 1 LLIJUCLllt LV 1 U. V•L.~• 1\UlV V. i., 1 1~ ~aav - t.,.. ..b t'-- r------ the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~ Yes ( No 2. If the answeris No, state when the personal representative reasonably believes that the administration will be complete: V " / l f h ~ ~(~ ~.l~lA~ 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Yes Q No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account -- mfomrally to the parties in interest? ............................... Yes ~No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Cleric of the Orphans' Court and maybe attached to this report. Dnte G " ` ~- ~ ~r~n t 'di l~ `. ~~ ~~~; t~, .,-,, _I ..i ~~,..i it; ~, f t ~~,I B~ O`1~~. Y Signahtre (Person Filing is Form Capacity: ~PersonalRepresentative ~Counse] Name ofPersmt Filing this Form 39 6 y L. -C' k i ~t g ¢~-rt S'~r~-P ~ ~ Address ~1~ -~~1-406 Telephaie t=own R61'-!0 rev. IO.i3.Dh J C "r COURT OF COMII~ION PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION FIRST ACCOUNT ESTATE N0.21-04-0555 ROONEY L. FELMLEE, EXECUTOR For JAMES C. FELMLEE ESTATE Date of Death: Date of Executor's Appointment: Accounting for the Period: May 5, 2004 June 14, 2004 May 5, 2004 to December 3I, 2007 Gross Estate: $534,229.62 Purpose of Account: Rooney L. Felmlee; Executor, offers this account to acquaint interested parties with the transactions which have occurred during his administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: John R. Beinhaur; Esquire Attorney for the Estate 3964 Lexington Street Han•isburg, PA 17109 (717) 651-9100 ,~,, n ~~ c-r '7 Vl.) - i rn~ ' r,,._ r • ' 5=.- r ~' ' . .. L 7 ~ r .. , C!? ; ~~ _; ~y ~ ~~ .i, _..,, -. i -- ~`~ ±{ "} fJ ~> f _` FIRST ACCOUNT ROONEY L. FELMLEE, EXECUTOR FOR JAMES C. FELMLEE ESTATE Summary of Account Preliminary Distribution to Beneficiaries Principal Disbursements: Debts of Decedent Administrative Expenses State Inheritance Taxes Plus Interest Funeral Expenses Fees and Commissions Principal Balance On Hand Income (Loss) $577,324.37 exhibit"A" $186,909.53 exhibit "A" 170.00 exhibit "A" 5,418.22 exhibit "A" 5,224.00 exhibit "A" 10,588.00 208,309.75 369,014.62 165,215.00 exhibit "A" Total Principal and Income $534,229.62 FIRST ACCOUNT ROONEY L. FELMLEE, EXECUTOR FOR JAMES C. FELMLEE ESTATE Estate Principal Account Real Estate: 1164 W. Trindle Road 1.13 Acres Land Fannett Township, Franklin County 36 Acres Land 1261 Indian Peg Road .41 Acres Land 133 Locust Point Road Residential Real Estate 1172 and 1174 West Trindle Road 1.76 Acres Land and Building 5 and 5B North Locust Point Road 1.01 Acres Land and Building 35 East Locust Street .06 Acres Land and Building 50% Partnership Interest Affordable 50's Sole Proprietorship Interest James C. Felmlee Small Games of Chance Supplies Household Furnishings and Personal Belongings Commerce Bank Checking Account No. 0030000541 2 $61,750.00 28,000.00 12,500.00 160,600.00 118,695.00 67,010.00 28,738.50 0.00 90,000.00 10,000.00 30.87 $577,324.37 FIRST ACCOUNT ROONEY L. FELMLEE, EXECUTOR FOR JAMES C. FELMLEE ESTATE Estate Income (Loss 2004 2005 2006 2007 2008 total exhibit "P" exhibit "B" exhibit "C" exhibit "D" Rental Activities ($4,289.00) ($12,193.00) ($8,278.00) ($2,200.00) unavailable ($26,960.00) exhibit "E" exhibit "F" exhibit "G" exhibit "H" --- Partnership Interest $7,624.00 ($18,407.00) ($24,120.00) ($9,132.00) unavailable ($44,035.00) exhibit "I" exhibit "J" exhibit "K" exhibit "L" Sole Proprietorship Interest $6,862.00_ $58,701.00 $166,632.00 $54,136.00 unavailable $286,331.00 Sale of Real Estate - 35 E. Locust: Selling Price $31,000.00 Real Estate Tax Reimbursement 328.68 Total Proceeds 31,328.68 Selling Expenses (2,261.27) Dat of Death Value -Included Above (28,738.50) Net Gain $328.91 Estate Income -Before Tax 10,197.00 28,429.91 134,234.00 42,804.00 unavailable $215,336.00 Taxes Paid by Rooney Felmlee on exhibit "M" exhibit "N" exhibit "O" Sole Prop. Income $0.00 (5,603.00) (34,639.00) (9,879.00) unavailable ($50,121.00) Estate Net Income $10,197.00 $22 826.91 $99 595.00 $32 925.00 $0.00 $165 215 00 3 FIRST ACCOUNT ROONEY L. FELMLEE, EXECUTOR FOR JAMES C. FELMLEE ESTATE Proposed Schedule of Distribution Per the Last Will and Testament of James C. Felmlee Balance for Distribution to Beneficiaries: Real Estate and Proprietorship Business Interest $534,229.62 Cash 0.00 $534,229.62 4 ~^ E,~ i p\ ~(\ ~l 15056051059 k '~" ' ` " `T t--j ~ REV-1500 EX Decedent's Social Security Number Decedent's Name: FELMLEE JAI~1E S C 19 3- 2 4 -13 3 6 RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 4 7 7, 2 9 3. 5 0 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 9 0 , 0 0 0 . 0 0 4. Mortgages & Notes Receivable (schedule D) ......... . ................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 8 10) ................................... 11 12. Net Value of Estate (Line 8 minus Line 11) .... . ......................... 12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X .0 4 5 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15 16 17 18 10,030.87 577,324.37 15,982.00 186,909.53 202,891.53 374,432.84 374,432.84 4, 936.61 19. TAX DUE .........................................................19. 4,936.61 20. FILL IN THE OVAL IF YDU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056051058 Side 2 15056051058 vn.' Ph::3~S-~C:. .. i ~ , i I^ ;EV-1500 EX Paga 3 File Number 2 1 - ~ ~ - ~ J ~ 5 /~ ~ ~ YJ t f decedent's Complete Address: ~ DECEDENT'S NAME ~'^' - ~ ~~EF ~A?DES C ST. 1DDRESS 133 LOCUST POINT ROAD STATE 'ZIP MECHANICSBURG ~ PA 1055 Tax Payments and Credits: I. Tax Due (Page 2 Line 19) (1) ?. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3, Interest/Penalty if applicable D, Interest E. Penalty Total Interest/Penalty (D + E) (3) 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 4, 936.61 4, 936.61 481.62 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 5 , 418.2 3 Make Check Payable to; REGISTER OF WILLS, AGENT ..~ , .. - PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No .: a. retain the use or income of the property transferred :.......................................................................................... ^ X b. retain the right to designate who shall use the property transferred or its income :............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "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 spout 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) perce [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 ar filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after Juiy 1, 2000: T`' 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, ao,.~..~e 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 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J. The tax rate imposed on the net value of transfers tc or for the use of the decedent s siblings is twelve (12) percent X72 P.S. §9116(a)(1.3)) A sibling is definE under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption. -a~i' PH03C `.-00~ __ REV-1502 EX- (6-98j SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 44 t f ~, ~ ~{ l•F FILE NUMBER JAMES C. FELMLEE 21-04-0555 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 relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION ,. 1 . 13 ACP,ES LAND; 1164 W. TRINDLE P.D. , ` MECHANICSBURG, PA 17055; 50% INTEREST AS TENANT IN COMMON; ASSESSED VALUE OF PROPERTY AT DATE OF DEATH - $123,500 - SEE ATTACHED EXHIBIT A 2 36 ACP.ES LAND; FANNETT TWP., FRANKLIN COUNTY, PARCEL B-29-290; SOoINTEREST AS TENANT IN COMMON; ASSESSED VALUE OF PROPERTY AT DATE OF DEATH - $2,040 X 6.45 = $13,158; COST WHEN PURCHASED 10/2001 = $56, 000 3 .41 ACRES LAND; 1261 INDIAN PEG ROAD, MONROE TWP. CUMBERLAND COUNTY, PA; 50o INTEREST AS TENANT IN COMMON; ASSESSED VALUE OF PROPERTY AT DATE OF DEATH - $25,000 - SEE ATTACHED EXHIBIT B 4 RESIDENTIAL REAL ESTATE; 133 LOCUST POINT ROAD, MECHANICSBURG, PA 17055; ASSESSED VALUE AT DATE OF DEATH - SEE ATTACHED EXHIBIT C x ~ 5 1.76 ACRES LAND AND BUILDING; 1172 AND 1174 WEST TRINDLE ROAD, MECHANICSBURG, PA 17055; 50% INTEREST AS TENANT IN COMMON; ASSESSED VALUE AT DATE OF DEATH - $237,390 - SEE A~TACHE~ EXHIBIT A 6 1.01 ACRES LAND AND BUILDING; 5 ND 5B N. LOCUST POINT ROAD, MECHANICSBURG, PA 17055; 50o INTEREST AS TENANT IN COMMON; ASSESSED VALUE AD DATE OF DEATH - $134,020 - SEE ATTACHED EXHIBIT A 7 .06 ACRES LAND AND BUILDING; 35 EAST LOCUST ST X MECHANICSBURG, PA 17055; 50o INTEREST AS TENANT IN COMMON; ASSESSED VALUE AT DATE OF DEATH - $65,450 - SEE ATTACHED EXHIBIT D; SOLD FEB. 28, 2005 FOR $62,000 LESS SETTLEMENT COSTS OF $4,523 ($57,477) - SEE ATTACHED EXHIBIT E VALUE AT DATE OF DEATH 61,750.00 28,000.00 12,500.00 160, 600.00 118, 695. 00~/~ 67,010.00 ~ 28, 738 . 50`/ TOTAL (Also enter on line 1, Recapitulation) ~ ~ q j 7 ~ ~ g ~ . ~ [) wr.- PA0'0S-'°` '` (II more space is needed. insert additional sheets o(the same size) ,EDUCE E Supplemental Income and Loss ,rm 1040) (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc) - Attach to Form 1040 or Form 1041. t~~ r ~ r Y-,! f t 0'4 OMB Na. 1545-0074 ~-d 2005 '/: department of the Treasury o - See Instructions for Schedule E Form 1040 Attachment 1 3 Internal Revanue Service (9) ( )' Sequence No. Name(s) shown on return Your social security numher Roone L & Linda J Felmlee 187-38-0844 Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). Report farm rental income or loss from Form 4835 on page 2, line 40. 1 List the type and location of each rental real estate ro erty: 2 For each rental real estate Yes No A Frame property listed on line 1, did you ______________________________________\ _ or your family use it during the 35 E Locust, Mechanicsbur PA 17055 51.00 tazyearforpersonalpurposes A X B L_an_d _____ ___________________ for more than the greater of: - - • 14 days, or Tract #3 Fannett Tw 51 00 a ~ • 10% of the total days B X C _ _ _ _ _ _ _ _ _ _ _ rented at fair rental value? ---------------------------- (See instructions.) C Income: Pro ernes Totals A g C (Add columns A, B, and C.) 3 Rents received ....................... 3 0. 0. 3 4 Ro aloes received .................... 4 4 Expenses: ........................ 5 Advertising 5 ... 6 Auto and travel (see instructions) ...... 6 7 Cleaning and maintenance ............ 7 .................... 8 Commissions 8 .... .................... 9 Insurance 9 2 0 1. , ........ 10 Legal and other professional fees ...... 10 11 Management fees .................... 11 12 Mortgage interest paid to banks, etc (see Instructions) ..................... 12 1, 5 7 7 . 12 ....................... 13 Other interest 13 . ........... . .. . ..... . 14 Repairs 14 317. 2 7 2 . . ........ .................... 15 Supplies 15 .. ......... .................... 16 Taxes 16 2 0 8 . .. ......... ................... 17 Utilities 17 206. 592. ........... 18 Other (list) ~ _____________ ---------------------- ---------------------- ---------------------- 18 ---------------------- 19 Add lines 5 through 18 ................ 19 2 , 10 0 . 1, 2 7 3 . 19 20 Depreciation expense or depletion .... . .... (see Instructions) 20 0 20 ............ 21 Total expenses. Add lines 19 and 20 ... 21 2 , 10 0 . 1, 2 7 3 . 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see instructions to find out if you must file Form 6198 2 2, 100 . 1, 273. ~,~~~'/ ~ ~C J~~ _ ~~,, ~ ~ 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See instructions to find out if you must file Form 8582. Real estate professionals must complete line 43 on page 2 .. . .......... 3 2 , 10 0 . l , 2 7 3 . 24 Income. Add positive amounts shown on 25 Losses. Add royalty losses from line 22 26 Total rental real estate and royalty income or (l result here. If Parts II, III, IY, and line 40 on page on Form 1040, line 17. Otherwise, include this amo line and r oss). C 2 do no unt in 22. Do not include an ental real estate losse ombine lines 24 and 25. En t apply to you, also enter th the total on Ime 41 on page y losses . . .......... s from line 23. Enter ter the is amount 2 ............... . .. ..................... 24 total losses here ..... 25 ..................... 26 BAA For Paperwork Reduction Act Notice, see instructions, Schedule E (Form 1040) 2005 FDIZ2301 11!14!05 ~DULE E m 1040) ,epartment of the Treasury internal Revenue Service (99) Supplemental Income and Loss (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc) Attach to Form 1040 or Form 1041. See Instructions for Schedule E (Form 1040). Name(s) shown on return Roone L & Linda J Felmlee }~~b, Income or Loss From Rental Real Estate ~. ~~,~~~~ a OMB No. 1545-0074 Z-( 2005 // Attachment .~ 3 Sequence No. Your social security number 187-38-0844 OyaltleS Note. If you are in the business of renting personal f t l I f F r 4835 2 line 40 1 property, use Schedule C or C-EZ (see Instructions). ~~N~~ ~ arm ren a Income or List the t pe and location of each rental real estate property: oss rom o m on page , 2 For each rental real estate Yes No A F_ra_m_e _____________ ____ _ _ _ _ _ _ _ _ _ _ 1164 W Trindle Rd, Mechanicsbur PA 17055 51.00 'r properrylistedonlinel,didyou or your family use it during the tazyearforpersonalpurposes A X B F_ra_m_e ____ _________ _____,_ 1170 W Trindle Rd, Mechanicsbur PA 17055 51.00% / for more than the greater of: •i4oays,or • 10 /o of the total days B X C F_ra_m_e___ ___ ________ _____________________ 1172 W Trindle Rd, Mechanicsbur PA 17055 51.OOo /~ rented at fair rental value? (See instructions.) C X Income: Pro erties Totals A g C (Add columns A, B, and C.) 3 Rents received ....................... 3 6, 7 8 3. 5, 2 4 7. 3 18 , 2 9 5. 4 Ro alties received .................... 4 4 Expenses: 5 Advertising ........................... 5 8 5 . ~~ 6 Auto and travel (see instructions) ..... 6 7 Cleaning and maintenance ............ 7 8 Commissions ........................ 8 9 Insurance ............................ 9 5 5 5. 2 0 1. 10 Legal and other professional fees ...... 10 11 Management fees . . ...... . ........... 11 12 Mortgage interest paid to banks, etc (see Instructions) ..................... 12 1, 577. 1, 577. 1, 577. 12 11, 039. 13 Other interest ........................ 13 ............................. 14 Repairs 14 4 14 0 . 4 , 92 9 . . 15 Supplies ............................. 15 296. 16 Taxes .......................... . .... 16 57 9 . 514. 515 . ....... . ..................... 17 Utilities 17 384 . . 18 Other (list) ~ _____________ Bank ChcZs 31. ______________ Office 80. ---------------------- Fuel 945. ---------------------- ---------------------- --------------------- 18 ---------------------- 19 Add lines 5 through 18 ................ 19 2, 156. 8, 607. 7, 222. 19 28, 435. 20 Depreciation expense or depletion (see Instructions) ..................... 20 602. 1, 005. 515. 20 2, 297 . 21 Tatal expenses. Add lines 19 and 20 ... 21 2 , 7 5 8 . 9 , 612. 7 , 7 3 7 . 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see instructions to find out if you must file Form 6198 .......................... 22 -2,758. -2,829. -2,490. 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See instructions to find out if you must file Form 8582. Real estate professionals must complete line 43 on page 2 ............. 23 - 2 , 7 5 8 . - 2 , 8 2 9 . - 2 , 4 9 0 . 24 Income. Add positive amounts shown on line 22. Do not include any losses . .......... 24 1, 698 . 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here ..... 25 -14, 135 . 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line 17. Otherwise, include this amount in the total on line 41 on page 2 ....... ................ ................ 26 -12 , 4 37 . BAA For Paperwork Reduction Act Notice, see instructions. Schedule E (Form 1040) 2005 FDIZ2301 11(14/05 ~~1t~j1 1 ~5~~ ;DUCE E Supplemental Income and Loss OMB NO.1545-0074 ~ F t I I I' ,n 1040) from ran a rea estate, roya ties, partnerships, ~? /. S cor orations st tes trust REMIC p , e a s, s, etc) ' Attach to Form 1040 or Form 1041 2005 .,apartment of the Treasury internal Revenue Serwce (99) . - See Instructions for Schedule E (Form 1040) Attachment . Sequence No. ~ 3 Name(s) shown on return Your social security number Roone L & Linda J Felmlee 187-38-0844 Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Schedule C or C-EZ (see instructions). Report farm rental income or loss f rom Form 4835 on page 2, line 40. 1 List the ty e and location of each rental real estate roe 2 For each rental real estate Yes No A m e F ra o lr f h u l l n d _ _ _ - ~-- 1174 W Trindle Rd, Mechanicsbur PA 17055 51 00$ or y u t e a mity use it duri g tazyear for personal purposes A X B Frame for more than the greater of: ______________________________________ 5A Locust Point, 51.00% ,; • 14 days, or 1 B X • 0% of the total days C Frame______________________________________ rented at fair rental value? 5N Locust Point, 51 . 00~ ~ (See instructions.) C X Income: Pro ernes Totals A B C (Add columns A, B, and C.) 3 Rents received ....................... 3 1, 6 01. 4, 0 3 9. 6 2 5. 3 4 Ro aloes received .................... 4 4 Expenses: 5 Advertising ........................... 5 6 Auto and travel (see instructions) ..... 6 7 Cleaning and maintenance ............ 7 8 Commissions ........................ 8 9 Insurance ............................ 9 10 Legal and other professional fees ...... 10 11 Management fees .................... 11 12 Mortgage interest paid to banks, etc (see instructions) ..................... 12 13 Other interest ........................ 13 14 Repairs .............................. 14 15 Supplies ............................. 15 16 Taxes ............................... 16 17 Utilities .............................. 17 18 Other (list) ~ --------------------- --------------------- --------------------- --------------------- --------------------- 18 --------------------- --------------------- 201. ~ 201 . ~ 201 . 77.E 1,577.E 1, 577.E 12 199.E I 121. 514. 322. 322, 34. 66. 165. 19 Add lines 5 through 18 ................ 19 2, 525. 2, 166. 2, 386. 19 20 Depreciation expense or depletion (see instructions) ..................... 20 17 5 . 21 Total expenses. Add lines 19 and 20 , .. 21 2 , 5 2 5 . 2 , 3 41 . 2 , 3 8 6 . 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see instructions to find out if you must file Form 6198 ... ....................... 22 -924. 1, 698. -1, 761. 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See instructions to find out if you must file Form 8582. Real estate professionals must complete line 43 on page 2 ............. 23 - 92 4 . -1 , 7 61 . 24 Income. Add positive amounts shown on line 22. Do not include any losses ............ . . .................. . 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here .... . 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line 17. Otherwise, include this amount in the total on line 41 on page 2 ...................................... . BAA For Paperwork Reduction Act Notice, see instructions. Schedule E (Form 1040) 2005 FDIZ2301 11/14/05 SCHEDULE E Supplemental Income and Loss OM F 1040 (From rental real estate r lti B No. 1545-0074 ( orm ) , oya es, partnerships, S corporations, estates, trusts, REMICs, etc) ' Att h t F 1 2~~6 Department of the Treasury Internal Revenue Service (99) ac o orm 040 1040NR , , or Form 1041. 'See Instructions for Schedule E (Form 1040), Attachment Name(s) shown on return Sequence No. ~ 3 Roone L & Linda J Felmlee ` " Your social security number 187-38-0844 Part I .: Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Schedule C or C-FZ (see instructions). Report farm rental income or loss fro m Form 4835 on page 2 line 40 1 List the e and location of each rental real estate roe 2 For each rental real estate Yes No A band property listed on line 1, did you ----------------------------------------- ory~urfamilpyuseitpuripgthe Tract #3 Fannett T 51 . 00~ tax ear for ersonal ur oses A X B for more than the greater of: ----------------------------------------- •14 days, or • 10% of the total days B C _ _ _ _ _ _ _ _ _ _ rented at fair rental value? ------------------------------- (See instructions.) C Income: Pro ernes Totals A B C Add columns A, e, and C.; 3 Rents received ....................... 3 3 4 Ro aloes received .. . ................. 4 4 wnenc nc • __ 5 Advertising ........................... 5 6 Auto and travel (see instructions) ..... 6 7 Cleaning and maintenance ............ 7 8 Commissions ....................... . g 9 Insurance ............................ 9 14 6 . 10 Legal and other professional fees ...... 10 11 Management fees .................... 11 12 Mortgage interest paid to banks, etc (see instructions) ..................... 12 12' 13 Other interest ........................ 13 14 Repairs .............................. 14 560. 15 Supplies ............................. 15 16 Taxes ............................... 16 91. 17 Utilities .............................. 17 125. 18 Other (list) ' ---------------------- ---------------------- 18 19 Add lines 5 through 18 ................ 19 922. 19 20 Depreciation expense or depletion (see instructions) ..................... 20 20 21 Total expenses. Add lines 19 and 20 ... 21 922 . 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see instructions to find out if you must file Form 6198 .......................... 2 922. ~~ ~ -^ ~~ / d ~ ~~ r 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See instructions to find out if you must file form 8582. Real estate professionals must complete line 43 on page 2 ............. 3 770 . 24 Income. Add positive amounts shown on 25 L Add l line 2 2. Do not include any losses .............. ................... 24 osses. roya ty losses from line 22 a nd re ntal real estate losses from line 23. Enter to tal losses here ..... 25 26 Total rental real estate and royalty income or (los result here. If Parts II, III, IV, and line 40 on page 2 amount on Form 1040, line 17, or Form 1040NR, line in the total on line 41 on page 2 .............. s). Co do not 18. Ot ...... mbine lines 24 and 25: Enter apply to you, also enter this herwise, include this amoun .................... the t .................... ......... 6 BAA For Paperwork Reduction Act Notice, see instructions. FDizzsoi osiotio6 Schedule E (Form 1040) 2006 r/ l~ `i~, : ``~, ~;`? ,t ~, r SCHEDULE E Supplemental Income and Loss oMe No. ,sas•oo~a ~~~,;? (Form 1040) (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc) 2~OQ Department of the Treasury , Attach to Form 1040 1040NR or Form 1041. VV Internal Revenue service (99) - See Instructions for Schedule E (Form 1040). Attachment Sequence No. ~ 3 Name(s) shown on return Your social security number Roone L ~ Linda J Felmlee 187-38-0844 ':Part=1 Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Schedule C or G-EZ (see instructions). Report farm rental income or loss from Form 4835 on page 2, line 40. 1 List the e and location of each rental real estate roe 2 For each rental real estate Yes No A F_ra_m_e_ _ _ _ _ property listed on line 1, did you ------------------------------- or your family use it during the 1174 W Trindle Rd Mechanicsbur PA 17055 51. 00~ tax year for personal purposes A X B Frame - - - for more than the greater of: -------------------------------------- 5A Locust Point 51 . 00~ • 14 days, or • 10% of the total days B X C Frame - - - - - - - - - - - - _ _ _ _ _ rented at fair rental value? --------------------- 5N Locust Point, 51.00 --- -- (See instr cf Income: 3 Rents received ....................... 4 Royalties received ................... . Expenses: 5 Advertising ........................... 5 6 Auto and travel (see instructions) ..... 6 7 Cleaning and maintenance ............ 7 8 Commissions ............ . ........... 8 9 Insurance ............................ 9 10 Legal and other professional fees ...... 10 11 Management fees .................... 11 12 Mortgage interest paid to banks, etc (see instructions) ..................... 12 13 Other interest ........................ 13 14 Repairs .............................. 14 15 Supplies ............................. 15 16 Taxes ............................... 16 17 Utilities .............................. 17 18 Other (list) ~ ------------ Maintenance Fee ---------------------- ---------------------- ------------------ ---------------------- ---------------------- ---------------------- ---------------------- ---------------------- 8 u Ions.) C X Pro erties Totals A B C (Add columns A, B, and C.) 2 434. 1 683. 2 257. 3 4 146. 146. 146. ~ 1 890. 1 B90. 1 890. 12 1 168. 343. 162.< 562. 351. 351. 64. 58. 94. :' 222. 222. 222. r~ Haa ones o tnrougn Its ................ 79 4 052. 3 010. 2 885. 19 20 Depreciation expense or depletion (see instructions) ..................... 20 344. 20 21 Total expenses. Add lines 19 and 20 ... 21 4 052. 3 354. 2 885 . 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see instructions to find out if you must file Form 6198 .......................... 22 -1 618. -1 671 . -628. ``, 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See instructions to find out if you must file Fonn 8582. Real estate professionals must complete line 43 on page 2 ............. 23 -1 354 . -1 398 . -525 24 Income. Add positive amounts shown on line 22. Do not include any losses . 25 Losses Add r lt l ............. . ................... 24 . oya y osses from line 22 and rental real estate losses from line 23. Enter total losses here ..... 25 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IY, and line 40 on page 2 do not apply to you, also enter this amount on form 1040, line 17, or Form 1040NR, line 18. Otherwise, include this amount in the total on line 41 on page 2 ................................................................ . 26 orw rur raperworK rceauctfon Act nonce, see instructions. Folzzso, oa~ozio6 Schedule E (Form 1040) 2006 SCHEDULEE (Form 1040) Department of the Treasury Internal Revenue Service (99) Supplemental Income and Loss (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc) Attach to Form 1040,1040NR, or Form 1041. See Instructions for Schedule E (Form 1040). 1 OMB No. 7545-0074 .1 2006 Attachment Sequence No. ~ 3 Your social security number 187-38-0844 Name(s) shown on return Roone L & Linda J Felmlee Part i Income or Loss From Rental Real Estate property, use Schedule C or C-EZ (see instructions) KO~Ia1t1e5 Note. If you are in the business of renting personal ort farm rental income or loss from Form 4835 on page 2, line 40. 1 List the e and location of each rental real estate roe 2 For each rental real estate y A Frame property listed on line 1, did you ---- 1164 W ------------------------------------ Trindle Rd Mechanicsbur PA 17055 51. 00~ - or your family use it during the tax year for personal purposes A B Frame ---- ------------------------- for more than the greater of: 1170 W ----------- Trindle Rd Mechanicsbur PA 17055 51 . 00~ - •14 days, or B C F_ra_m_e _ _ _________ _______ ____________ _ • lp% of the total days rented at fair rental value? 1172 W Trindle Rd Mechanicsbur PA 17055 51. 00~ (See instructions.) C Income: A 3 Rents received ....................... 3 4 Ro alties received .................... 4 Expenses: 5 Advertising ........................... 5 6 Auto and travel (see instructions) ..... 6 7 Cleaning and maintenance ............ 7 8 Commissions ........................ 8 9 Insurance ............................ 9 10 Legal and other professional fees ..... , 10 11 Management fees .................... 11 12 Mortgage interest paid to banks, etc (see instructions) ..................... 12 13 Other interest ........................ 13 14 Repairs .............................. 14 15 Supplies ............................. 15 16 Taxes ............................... 16 17 Utilities ....................... . ...... 17 18 Other (list) ~ ------------ Maintenance Fee ---------------------- ---------------------- ---------------------- ---------------------- 18 ---------------------- ---------------------- 0 146. 1,890. 77. 632. B 701 146. 1,890. 3,764. 562. 249. C 5,933. 146. 1 890. 12 900. ::~' 562. 222. 19 Add Tines 5 through 18 ................ 19 2 745. 6 611. 3 720. 19 20 Depreciation expense or depletion (see instructions) ..................... 20 1 181. 1 972. 1 010. 20 21 Total expenses. Add lines 19 and 20 ... 21 3 926. 8 583. 4 730 . 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). tf the result is a (loss), see instructions to find out if you must file Form 6198 .......................... 22 -3 926 . -882. 1 203. 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See instructions to find out if you I ` must file Form 8582. Real estate professionals must complete line 43 on page 2 ............. 23 -3 284 . -738. 24 Income. Add positive amounts shown on line 22. Do not include any losses .............. ................... 24 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here ..... 2S 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line 17, or Form 1040NR, line 18. Otherwise, include this amount f ttl I 4 1,203. -8,069. m ne oa on me ion page2 ............... ......................................... ................... 26 - 6 8 6 6 BAA For Paperwork Reduction Act Notice, see instructions. Folz2soi 08/02/06 Schedule E (Form 1040) 2006 Totals columns A. No 'X X X B, and C.) 20,008. 11,340. 23,945. 4,507. FELMLEE 10/01!2008 11:00 AM t X ~ ~ `~'-= ~~ t SCHEDULE E Supplemental Income and Loss OMB No. 1545-0074 (Form 1040) (From rental real estate, royalties, partnerships, Z~U7 L S corporations, estates, trusts, REMICs, etc.) Department of the Treasury Internal Revenue Service /Attach to Form 1040, 1040NR or Form 1041. - See Instructions for Schedule E Form 1040. Attachment 13 Se uence No. Name(s) shown on return Your social security number ROONEY L & LINDA J FELMLEE 187-38-0844 pal-~',',I_ _', Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Schedule C or C-EZ see a e E-3 . If ou are an individual, re ort farm rental income or loss from Form 4835 on a e 2, line 40. 1 List the t e and location of each rental real estate ro ert 2 For each rental real estate property Yes No TRACT # 3 FANNETT TWP listed on line 1, did you or your family q LAND use it during the tax year for personal ............................................ purposes for more than the greater of: A x ~ 14 days or g ........... ~ 10% of the total days rented at ........................ fair rental value? B (See page E-3) CI ........................................................................................... Income 3 Rents received 4 Royalties received Expenses: 5 Advertising .................... . 6 Auto and travel (see page E-4) .. . 7 Cleaning and maintenance ...... . 8 Commissions .................. . 9 Insurance ...................... 10 Legal and other professional fees 11 Management fees .............. . 12 Mortgage interest paid to banks, etc. (see page E-4) ............. . 13 Other interest ................... 14 Repairs ........................ 15 Supplies ....................... 16 Taxes ......................... 17 Utilities ........................ . 18 Other (list) - ................. . ................................. C Pro erties Totals A B C Add columns A, B, and C. 3 3 37 924 4 4 5 6 7 8 9 10 11 ~2 13 121 23,700 15 1s 532 17 283 18 - __ 19 Add lines 5 through 18 ........... 19 815 20 Depreciation expense or depletion (see page E-5) .................. 20 21 Total expenses. Add lines 19 and 20 21 815 22 Income or (loss) from rental real estate or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see page E-5 to find out ~/ ~~ ~~ if you must file Form 6198 ....... 22 -815 = ~ ~ ~ ~ / 23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See page E-5 to find out if you must file Form 8582. Real estate professionals must complete line 43 on page 2 23 815 24 Income. Add positive amounts shown on line 22. Do not include any losses .. . .................................... . . 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here. ............... 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on pa e 2 do not apply to you, also enter this amount on Form 1040, line 17, or Form 1040NR, line 18. Otherwise, include this amount in the total on line 41 on page 2 ...... .. .... . For Paperwork Reduction Act Notice, see page E-7 of the instructions. DAA 191 36,962 20 I 4,578 ~,aoo~ ~~ 2a 4 511 z5 6 , 755 zs~ -2,244 Schedule E (Form 1040) 2007 FELMLEE 10/01/200E 11:OG AM ~^ +~ e r I ~T } f I~t. (~~.~ SCHEDULE E Supplemental Income and Loss OMB No. 1545-00'4' ~ (Form 1040) (From rental real estate, royalties, partnerships, 2007 S corporations, estates, trusts, REMICs, etc.) Department of the Treasury Attachment 1 3 Internal Revenue Service - Attach to Form 1040, 1040NR, or Form 1041. - See Instructions for Schedule E Form 1040. Se uence No. Name(s) shown on return Your social security number ROONEY L & LINDA J FELMLEE 187-38-0844 Part .I Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use ................... Schedule C or C-EZ (see a e E-3 . If ou are an individual, re ort farm rental income or loss from Form 4835 on a e 2, line 40. 1 List the t e and location of each rental real estate ro ert 2 For each rental real estate property Yes No 116 4 W TRINDLE RD listed on line ?,did you or your family A F'RF,ME ...................................... use it during the tax year for personal purposes for more than the greater of: A X 117 0 W TRINDLE RD • 1a days or B FRAME , , , , , , , • t0% oRhe total days rented at ......................................................... fair rental value? B X 1172 W TRINDLE RD (See page E-3) C FRAME ........................................................................................... c X Income: Pro ernes Totals A B C (Add columns A. B. and C.1 3 Rents received .......... ...... 3 14 450 11 621 3 4 Ro allies received ........ ..... 4 4 Expenses: 5 Advertising ..................... 5 6 Auto and travel (see page E-4) ... 6 7 Cleaning and maintenance ....... 7 8 Commissions ................... 8 s Insurance . .................... 9 228 1 350 228 .' 10 Legal and other professional fees 10 11 Management fees ............... 11 ' 12 Mortgage interest paid to banks, etc. (see page E-4) .............. 12 3 950 3 950 3 950 12 13 Other interest ................... 13 ' 1a Repairs ........................ 14 1 522 735 15 Supplies ....................... 15 16 Taxes ......................... 16 1 2 4 8 1 1 0 9 1 1 0 9 ' 17 Utilities ......................... 17 42 7 18 Other (list) - ................. . See Statement 1 1a 358 19 Add lines 5 through 18 ........... 19 5 42 6 8 716 6 022 19 20 Depreciation expense or depletion (see page E-5) ........... ...... 20 1 252 1 972 1 010 20 21 Total expenses. Add lines 19 and 20 21 6 67 8 10 6 8 8 7 0 3 2 22 Income or (loss) from rental real - 6 r 67 8 3 , 7 62 4 , 5 8 9 ;' estate or royalty properties. X 51.0 0 X 51.0 0 X 51.0 0 Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see page E-5 to find out if you must file Form 6198 .. , .... 22 - 3 4 0 6 1 919 2 3 4 0 ' Z3 Deductible rental real estate loss. >~ I Caution. Your rental real estate loss on line 22 may be limited. See page E-5 to find out if you must file Form 8582. Real estate professionals must complete line 3 4 0 6 0 0 43 on page 2 23 ...... ........ ... 24 Income Add positive amounts show n on lin Do not include any lo e 22 sses 24 . ........................... ....... ... . 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here. 25 ) 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, fV, and line 40 on pa e 2 do not apply to you, also enter this amount on Form 1040, 0 line 17 or Form 1040NR line 1 S. Otherwise include this amount in the total on line 41 on a e 2 ...... ...... ... .... 26 For Paperwork Reduction Act Notice, see page E-7 of the instructions. Schedule E (Form 1040) 2007 DAA FELMLEE 10/01/2008 11:00 AM 1 ° SCHEDULE E Supplemental Income and Loss OMB No. 1545-0074 (Form 1040) (From rental real estate, royalties, partnerships, 2~~7 S corporations, estates, trusts, REMICs, etc.) Department of the Treasury Attachment 1 3 Internal Revenue Service /Attach to Form 1040, 1040NR, or Form 1041. / See Instructions for Schedule E Form 1040. Se uence No. Name(s) shown on return Your social security number ROONEY L & LINDA J FELMLEE 187-38-0844 Park I Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use ..................... Schedule C or C-EZ (see a e E-3 . If ou are an individual, re ort farm rental income or loss from Form 4835 on a e 2, line 40. 1 List the t e and location of each rental real estate ro ert 2 For each rental real estate properly Yes No q 117 4 W TRINDLE FRAME .. , , . , , listed on line 1, did you or your family use it during the tax year for personal purposes for more than the greater of: A X B 5N LOCUST PT RD F' R ~~ ................................................................................. ~ t4 days or ~ 10% of the total days rented at fair rental value? B X c 5A LOCUST PT RD FRAME (See page E-3j C X It7COn'1e: Pro erties Totals A B C Add columns A, B, and C. 3 Rents received ................. 3 6 0 2 7 2 6 1 5 3 2 1 1 3 4 Ro allies received ... ...... ... 4 4 Expenses: 5 Advertisin g ..................... 5 6 Auto and travel (see page E-4) ... 6 ' 7 Cleaning and maintenance ....... 7 8 Commissions ............ ...... 8 <> 9 Insurance ................... .. 9 228 228 228 10 Legal and other professional fees 10 11 Management fees . . ............. 11 12 Mortgage interest paid to banks, etc. (see page E-4) . ............. 12 3 950 3 950 3 950 ,... ._:.;;: 12 13 Other interest ................... 13 :;::::>:<:::>:::: ;!? 14 Repairs ........................ 14 1 1 4 4 9 15 Supplies ..... ................. 15 ,JIj 16 Taxes ......................... 16 1 10 9 6 9 3 6 9 3 :'.,.,,.,,,_.,,'.: 17 Utilities ......................... 17 131 511 14 9 18 Other (list) - 18 ,, 19 Add lines 5 through 18 ...... , .... 19 5 532 5 382 5 069 1s 20 Depreciation expense or depletion (see page E-5) .................. 20 3 4 4 20 21 Total expenses. Add lines 19 and 20 21 5 532 5 382 5 413 ? 22 Income or (loss) from rental real 4 95 -2 , 7 67 -2 , 2 02 estate or royalty properties. X 51.0 0 X 51.0 0 X 51.0 0 Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a (loss), see page E-5 to find out if you must file Form 6198 ....... 22 2 5 2 -1 411 -1 12 3 23 Deductible rental real estate loss. Caution. Your rental real estate toss on line 22 may be limited. See page E-5 to find out if you must file Form 8582. Real estate professionals must complete line 0 1 1 2 3 43 on page 2 23 ................... Add positive amounts show 24 Income n on lin Do not include any lo e 22 sses 24 . ............ . 25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here. 25 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here. If Parts II, III, IV, and line 40 on pa e 2 do not apply to you, also enter this amount on Form 1040, line 17. or Form 1040NR, line 18. Otherwise, include this amount in the total on line 41 on oa e 2 26 For Paperwork Reduction Act Notice, see page E-7 of the instructions DAA (Form 't. - - ,~ ~~ a ,.~Y ~;~ t ~Y. ~~ ' ~5 U.S. Return of Partnership Income OMH No.15C5-OQ99 For calendar year 2004, or tax year beginning , 2004, and ending 20 2004 ~ Treasury N~service ~ See separate instructions. I, business acvwty Name of partnership D Employer iderttificatian number Use the IRS AFFORDABLE 50'S 25-1640218 label. aoroduct or service Qtller• Number, street, and room or suite number. If a P.O. hoz, see instructions. E Daie business started WtSe' 1170 W TRINDLE RD 04 01/90 ,utos print S.~e number Or type. city or town State ZIP code F Total assets (see instrs) MECHANICSBURG PA 17055 $ ,applicable boxes: (1) Initial return (2) Final return (3) Name change (4) Address change (5) Amended return !'accounting method: (1) Cash (2) Accrual (3) Other (specify) ..... ~ ?r of Schedules K-1. Attach one for each person who was a partner at any time during the tax year ............... - 5 include on/y Erode or business Income and expenses on tines )a through 22 below. See the mstruct~ons for more mformahon. 1a Gross receipts or sales ............................................... 1a 70, 410. b Less returns and allowances .......................................... l b 1 c 7 0, 410 . 2 Cost of goods sold (Schedule A, line 8) ........................................................... Z 1Z, 868 . 3 Gross profit. Subtract line 2 from line lc .......................................................... 3 57, 542. `'4 Ordinary income (loss) from other partnerships, estates, and trusts ~' (attach schedule) ............................................................................... 4 5 Net farm profit (toss) (attach Schedule F (Form 1040)) .................. ........................... 5 6 Net gain (loss) from Form 4797, Part II, line 17 ......................... ........................... 6 '7 7 Other income (loss) (attach schedute) .................................................... ........................... 7 8 Total income Qoss). Combine lines 3 throw h 7 ........................ ................... ....... . 8 57 542. ~:°• I~ ? Salaries and wages (other than to partners) (less employment credits) ... ........................... 9 !1a Guaranteed payments to partners ..................................... ........................... 10 , 11 Repairs and maintenance ......... 11 , ~ :~'~" . ' ~I'12 Bad debts ............................................................ ........................... 12 ;.~ ;.,:,~ a3 Rent ............................................................... ............................ 13 z ~,t . 14 'Taxes and licenses .......... ................ ............................ 14 5 5 8. ,. ..15 Interest .................. I5 ;~..; `^~'~` ~, ",16 a Depreciation (if required, attach Form 4562) ... . ....................... 16a 2 4 5 . ,,; .. bless depreciation reported on Schedule A and elsewhere on return ..... 16b 16c 245 . h~ ,. '.17 ....... Depletion (Do not deduct oil and gas depletion.) .............. . ............................ 17 ... ~'~ ~ '18 Retirement plans, etc ................... .... ................? ~.~ ......... 1..:... ; 18 fi ,9 Em to de benefit rograms....~4??.,.4.~~...?~..`..... .~~,~~ .. ~.S Z~~ I ~a - ~ (~ Zy P Y P ........ .. ..... - ~20 Other deductions `FNi (attach statement) ......................................................................"..S.. ZO 3 3, 5 5 0 . `~~~ ~ 21 Total deductions. Add the amounts shown in the far right column for tines 9 throw h 20 ............. 21 34 , 353 . '~~ ,,~ Ordinary business income (loss). Subtract line 2] from line 8 ..................................... 22 ~ 2 3 , 18 9 . a;. ' 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 prepares (other than general parfier or limited liability company member) is based on all information of which prepares has any knowledge. y ~ with the pre a~rer shwm below Signature of general partner or limited liability company member Preparer's signawre Firm's name Lar~'y B (or yours if . , self-employed), 71_ State address. and ZIP code T.GTnn1lTP Bate Date Check'rf sett- 04/04/05 employed.... ~ PA 17043 - (see instrs):~ Yaa No Preparer's SSN or PTIN P00224610 EIN ~ 25-1720690 Phone no. (717) 763-7781 ~~:~ 1065 U.S. Return of Partnership Income Form For calendar year 2005, or tax year beginning , 2005, and Department of the Treasury ending , 20 Internal Revenue Service - See separate instructions. A Principal business activity Name of partnership OMB No.1545-0099 2005 D Employer identlncation number Use the Sales label AFFORDABLE 50'S 25-1640218 B Principal product or service Qther. Number, street, and room or suite number. If a P.O. box, see the instructions. E Date business started Used Autos wlse, 1170 W TRINDLE RD 04/01/90 print C Business code number or type. City or town State ZIP code F Total assets (see instrs) 441120 MECHANICSBURG PA 17055 $ G Check applicable boxes: (1) Initial return (2) Final return (3) Name change (4) Address change (5) Amended return - H Check accounting method: (1) Cash (2) X Accrual (3) Other (specify) ..... ~ Number of Schedules K-1. Attach one for each person who was a partner at any time during the tax year ............... ~ 4 Caution: Include on/y trade or business income and expenses on lines 1a through 22 below. See the instructions for more information. ~,. • ~~ 1 a Gross receipts or sales ............................................... 1 a 8, 669 . ~ _ y G ` b Less returns and allowances ........................................ .. 1 b 1 c 8, 6 6 9. I N C 2 Cost of goods sold (Schedule A, line 8) ........................................................... Z 16, 916 . O 3 Gross profit. Subtract line 2 from line lc ...:...................................................... 3 -8, 247 . M E 4 Ordinary income (loss) from other partnerships, estates, and trusts (attach statement) .............................................................................. 4 5 Net farm profit (loss) (attach Schedule F (Form 1040)) ............................................. 5 6 Net gain (loss) from Form 4797, Part Il, line 17 (attach Form 4797) ............ . .................... 6 7 Other income (loss) (attach schedule) ....................•........................•................................. 7 8 Total income (loss). Combine lines 3 through 7 ................ . ............ • ..................... 8 - 8 , 247 . s E 9 Salaries and wages (other than to partners) (less employment credits) .................... . ......... 9 E 10 Guaranteed payments to partners ................................................................ 10 I N ....................................... 11 Repairs and maintenance •, •••••••••••••••••••••••••••••• 11 _ s T 12 Bad debts ...................•.................................................................. 12 R D ~ 13 Rent ........................................................................................... 13 10 , 613 . E T .................................................................. 14 Taxes and licenses ........... 14 412 . D l U N 15 Interest ............................................................. .......................... 15 T s 16aDepreciation (if required, attach Form 4562) .. ......................... 16a 245. `;~I I o b Less depreciation reported on Schedule A and elsewhere on return ..... 16b 16c 245 . O R 17 Depletion (Do not deduct oil and gas depletion.) .................................................. 17 N S i 18 Retirement plans, etc ........................................................................... 18 19 Employee benefit programs........... .... ~,... ~ .. 19 a 20 Other deductions T (attach statement) ................................................................ _'_""=.°S.T.M. 20 17 , 2 97 . . 1 0 N s 21 Total deductions. Add the amounts shown in the far right column for lines 9 through 20 ............. 21 28, 567. 22 Ordinary business income (loss). Subtract line 21 from line 8 ..................................... ~ 22 ~~ ~J -3 6 , 814 . 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 general partner or Ilmited (lability company member) is based on all information of Sign which preparer has any knowledge. Here - ~ May the IRS discuss this return with the pre~arer shown below Signature of general partner or limited liability company member Date (see instrs). X Yes I I No Date Preparer's SSN or PTIN Preparer's Check if self- signature 03/24/06 employed.... ~ X P00224610 Paid Pre arer's Firm's name Larry B. Shoop, CPA Use Only selfYemployed), ~ 711 State St EIN - 25-1720690 address, and ZIP code Lemoyne PA 17 0 4 3 Phone no. (717) 7 6 3 - 7 7 81 BAA For Privacy Act and Paperwork Reduction Act Notice, see separate instructions, PTPA0112 lvzsros Form 1065 (2D05) rm 1065 rartment of the Treasury ~rnal Revenue Service Principal business activity C~ a ~'L~ U.S. Return of Partnership Income For calendar year 2006, or tax year beginning , 2006, ending 20 See separate instructions. Name of partnership Use the ales label. AFFORDABLE 50' S 25-1640218 Principal product or service Other- Number, sVeet, and room or suite number. If a P.O. box, see the instructions. E Date business started wise, 1170 W TRINDLE RD 04/01/90 sed Autos print Business code number or type. City or town State ZIP code F Total assets (see instrs) 41120 MECHANICSBURG PA 17055 $ Check applicable boxes: (1) Initial return (Z) Final return (3) Name change (4) Address change (5) Amended return Check accounting method: (1) Cash (2) Accrual (3) Other (specify) ..... ~ Number of Schedules K-1. Attach one for each person who was a partner at any time during the tax year ................ ~ 4 -------- Checkif Schedule M•3 required (attach Schedule M-3) .............................................................................. n _ __r..~_ __r.,a.~.~,..,, ti.,o;„oo~ ;n mo anrt ovnancac nn tinac 1a thrnunh 97 halnw_ See the instructions for more information. 1 a Gross receipts or sales ............................................... 1 a 4 875. `'. b Less returns and allowances .......................................... 1 b 1 c 4 875 . I N C 2 Cost of goods sold (Schedule A, line 8) ........................................................... 2 18 489. 0 3 Gross profit. Subtract line 2 from line lc .......................................................... 3 -13 614. M E 4 Ordinary income (loss) from other partnerships, estates, and trusts (attach statement) .............................................................................. 4 5 Net farm profit (loss) (attach Schedule F (Form 1040)) ............................................. 5 6 Net gain (loss) from Form 4797, Part II, line 17 (attach Form 4797) ................................. 6 7 Other income (loss) 7 (attach statement) .............................................................................. 8 Total income oss). Combine lines 3 throw h 7 ....................................:.............. 8 -13 614 . s E 9 Salaries and wages (other than to partners) (less employment credits) .............................. 9 I 10 Guaranteed payments to partners ................................................................ 10 s 11 Repairs and maintenance ....................................................................... 11 R ................................................................................ 12 Bad debts 12 u c ...... ..................................................................................... 13 Rent 13 ~ ...... 14 Taxes and licenses ............................................................................. 14 0 N .................................................................................. 15 Interest 15 s ...... attach Form 4562) ........................... 16a Depreciation (if required 16a 245. li<, o , b Less depreciation reported on Schedule A and elsewhere on return ...... 16b 16c 245 . R 17 Depletion (Do not deduct oit and gas depletion.) .................................................. 17 etc .................. .............. ... .............. 18 Retirement plans 18 In , 19 Employee benefit programs ............ ~~~~ Z~ A .~.. ~ ..~~ ~~ •~ ~~ Q, 19 T a 20 Other deductions --" (attach statement) ......................................................................*..STM 20 34 381 . 0 N s 21 Total deductions. Add the amounts shown in the far right column for lines 9 through 20 .............. 21 34 626. 22 Ordinary business income (loss). Subtract line 21 from line 8 ...................................... 22 -48 240 . 23 (;redit for federal teleahone excise tax paid (attach Form 8913) ..................................... ~ 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 general partner or limited liability company member manager) is based on all information of which preparer has any knowledge. an 're ~. Signature of general partner or limited liability company member manager Date Preparer's signature 04 / 05 / 07 ICS eparer's Firm's name RICHARD S . SI1~~SON II CPA e Only (or yours if self-employed), ~ 426 S 3RD ST STE 104 address, and ZIP code LEMOYNE PA A For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Date Check if self- emoloved .... ~ OMB No.1545-0099 2006 ~ Employer identification number May the IRS discuss this return with the pre~arer wn bel (see instrs). ~ Yes ~ No Preparer's SSN or PTIN P00224610 EIN 17043-2000 ~ Phone no. (717) 774-6040 PTPaoi I z t vz9fo5 Form 1065 (2006) AFFORDA°LE 10/01/2008 10:05 AM ~ ~' ~~ t 1065 U.S. Return of Partnership Income OMB No 1545-0099 Form For calendar year 2007, or tax year beginning ,ending ^ ~ O 0 Department of the Treasury L Internal Revenue Service - See separate instructions. p, Principal business activity Name of partnership D Employer identification number Use the SALES IRS label. AFFORDABLE 50'S 25-1640218 B Principal product or service Other- Number, street, and room or suite no. If a P.O. box, see the instructions. E Date business started USED AUTOS wise, i t 1170 W TRINDLE RD 4/01/1990 C Business code number pr n Or type. City or [own, state, and ZIP code F Total assets (see the instructions) 441120 ___ MECHANICSBURG PA 17055 $ 136,239 G Check applicable boxes: (1) 8 Initial return (2) ~ Final return (3) ~ Name change (4) ~ Address change {5) ~ Amended return H Check accounting method: (1) Cash (2) X^ Accrual (3) ~ Other (specify) - I Number of Schedules K-1. Attach one for each person who was a partner at any time during the tax year - 4 ............................ ............. J Check if Schedule M-3 attached ..................... .................................. .................. .. ...... Caution. Include only trade or business income and expenses on lines 1 a through 22 below. See the instructions for more information. 1a Gross receipts or sales 1a 4 005 b Less returns and allowances ............ . . ......... 1b 1c 4 005 . .. . ...................... 2 Cost of goods sold (Schedule A, line 8) 2 -275 ~ 3 Gross profit. Subtract line 2 from line 1 c ..................................... ... . . 3 4 2 8 0 . .. .. ...................... ~ 4 Ordinary income (loss) from other partnerships, estates, and trusts (attach statement) 4 ~ 5 Net farm profit (loss) (attach Schedule F (Form 1040)) .................................................... ... 5 . 6 Net gain (loss) from Form 4797, Part If, line 17 (attach Form 4797) 6 7 Other income (loss) (attach statement) 7 8 Total income (loss). Combine lines 3 through 7_., 8 4 2 8 0 9 Salaries and wages (other than to partners) (less employment credits) 9 m 10 Guaranteed payments to partners 10 ,E 11 Repairs and maintenance .. . . . . ........................... . 11 11 02 9 0 .. .... . ..................................... . . . 12 Bad debts 12 a 13 Rent ...................... ....... . ... . ....... .. 13 1 5 0 9 2 ... . . .. . ................................................ 14 Taxes and licenses ..... . . ... 14 ... . .. . .................................................................... 15 Interest 15 .L~.. 16a Depreciation (if required, attach Form 4562) 16a 2 4 5 ' b Less depreciation reported on Schedule A and elsewhere on return 16b 16c 2 4 5 N 17 Depletion (Do not deduct oil and gas depletion. 17 0 18 Retirement plans, etc. r ~~ // ~( /by ~ .r ......... . . ~. l~ i~ Z~ ~ 18 v ~ ~ ~ 3 .. .. ... ~ 7' ;5 , , . . 19 Employee benefit programs `~, . , .. 19 ~ . ................See Statement 1 20 Other deductions (attach statement) zo 9 761 ~ ~ 21 Total deductions. Add the amounts shown in the far right column for lines 9 through 20 .. . ......... ... . ..... .. 21 22 54 4 22 Ordinary business income (loss). Subtract line 21 from line 8 .... , , . , 22 -18 2 64 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 general partner or limited liability company member manager) is based on all information of which preparer has any knowledge. Sign ~ C ~ May the IRS discuss this return Here / / f)~ 7 with the preparer shown below see ' ~ ~ v instructions)? ~ Yes ~ No Signature of general partner or limited liability company member manager , Date Preparer's Date Check if Preparer's SSN or PTIN Paid signature 10 / 01 / 0 8 self-employed - X PO 017 6 65 0 Preparer's Firm's name (or yours' Accountin Associates EIN - 16-5381443 Use Only itself-employed), 1849 W Lisburn Rd Phone address, andZlPcode Carlisle, PA 17013-9734 n° 717-258-6671 For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Form 1065 (zoo7) DAA `'-` Profit or Loss From Business Otd6 No 1545-0074 ~~~G (Sole Proprietorship) C1oo~ - Partnerships, joint ventures, etc., must file Form 1065 or 1065-B. ~L, ?" Attachment ,~Uietreasua tul - Attach to Form 1040 or 1041. - See Instructions for Schedule C (Form 1040). Sequence No. Q9 ;~ c~gNice Social security number (SSN) etor ' ~ C L L_E ~i3 3~ ~gpal busin~esss Profe~i ~, inching product or service (see page C-2 of the instructions) B Enter code from pages C-7, B, & 9 f? ~. ~ ~ Q I, If no separate business name, leave blank. D Em to er ID number EIN fan P Y ( )~ i Y mess name. N ,~ C, ~ rr L ~ /~ ~ ,~ ~ S r_ _ ,.13 , :; 9 ------ - -- --------------------------- -- Is~ness address (inclu m sutte or room no. M ~ C~ P/~ ~ ~ ~ 5~ - ~~ or post office, state, and ZIP code ~~ `~` method: (i)~Cash (2) ^ Accrual {3) ^ Other(specify) - -__.__-- ------ ~ounting ---------------------------------^ No ~ materially participate" in the operation of this business during 2004? If "No," see page C-3 for limit on losses Yes started or acquired this business during 2004, check here - ^ . s receipts or sales. Caution. If this income was reported to you on Form W-2 and the "Statutory ^ ` oyBe" box on that form was checked, see page C-3 and check here - 1 nsand allowances .. 2 ~ ;act line 2 from line 1 3 ~ of;goods sold (from line 42 on page 2) 4 s profit. Subtract line 4 from line 3. 5 r income, including Federal and state gasoline or fuel tax credit or refund (see page C-3) 6 ~ ~ s income. Add lines 5 and 6 - 7 I "1 10 ~ / Expenses. Enter expenses for business use of your home only on line 30. ~' ising 8 19 Pension and profit-sharing plans 19 ,and truck expenses (see eC-3) 9 20 Rent or lease (see page C-5): a Vehicles, machinery, and equipment ,~~:;•~ 20a . fissions and fees 10 b Other business property. 20b tact labor (see page C-4) 11 21 Repairs and maintenance 21 "fion 12 22 Supplies (not included in Part III) 22 ci ti 23 Taxes and licenses 23 ~ ~ a- a i; on and section 179 nse' deduction (not `ed in Part III) (see 24 Travel, meals, and entertainment: a Travel r ;. .4 " i 24a ', C-4) 13 b Meals and yee benefit ro rams entertainment p g "r;thian on line 19) i4 c Enter nondeduct- . luance (other than health) i5 (p ible amount iri- esk: ,~,~ eluded on line 24b (see page G5) ~.ge (paid to banks etc.) 16a d Subtract line 24c firom line 24b 24d , ~';: 16b 25 Utilities 25 ~I and professional 26 Wages (less employment credits) 26 fees 17 ~ Q 27 Other expenses (from line 48 on e expense 18 page 2) . . . 27 (D - :expenses before expenses for business use of home. Add lines 8 through 27 in columns 28 `'"~ . . f akive profit (loss). Subtract line 28 from line 7 29 ~ ~ V - seslor business use of your home. Attach Form 8829 30 G profit or (foss). Subtract line 30 from line 29. profit, enter on Form 1040, line 12, and also on Schedule SE, line 2 (statutory employees, page C-6). Estates and trusts, enter on Form 1041, line 3. ~ 31 t t (~ -I ~ ~ x loss, you must go to line 32. have a loss, check the box that describes your investment in this activity (see page C-6). ?u checked 32a, enter the loss on Form 1040, line 12, and also on Schedule SE, line 2 °ry employees, see page C-6). Estates and trusts, enter on Form 1041, line 3. (eked 32b, you must attach Form 6198. yD 3~5 -• 32a ^ All investment is at risk. 32b ^ Some investment is not ~,g~ a at risk. otk Reduction Act Notice, see Form 1040 instructions. Cat. No. 15785) Schedule C (Form 1040) 2004 ~ULE C 1040) 'ment of the Treasury al Revenue Service of proprietor ~~,., ~,~ r~ /r Profit or Loss From Business OMB No. 1545-0074 (Sole Proprietorship) C - Partnerships, joint ventures, etc, must file Form 1065 or 1065-B, 2005 - Attach to Form 1040 or 1041. - See Instructions for Schedule C (Form 1040). $ea`hmenN 09 L Felmlee Principal business or profession, including product or service (see instructions) Games of Chance quence o. Social security number (SSN) 187-38-0844 B Enter code from instructions - 454390 ~. dusmess name. If no separate business name, leave blank. ~ Employer ID number (EIN), if any Jim Felmlee Distributors 20-2680236 E Business address (including suite or room no.) - 117 0 We St Trindl e Road City, town or post office, state, and ZIP code - - - - - - - - - - - - - - - - - - - ----------------------- Mechanicsbur PA 17055 -----'- F Accounting method: (1) X Cash (2) Accrual (3) Other (specify) - _ _ _ G Did you 'materially participate' in the operation of this business during 2005? If 'No,' see instructions for limit on losses . X~ Yes No H If you started or acquired this business during 2005, check here ... . ................................................. . ........ - X Income 1 2 Gross receipts or sales. Caution. If this income was reported to you on Form W-2 and the 'Statutory employee' box on that form was checked, see the instructions and check here ............ -~ R t d ll 1 390, 193 . 3 e urns an a owances ............................................................................. S bt t li 2 f li ... 2 4 u rac ne rom ne 1 .............................. . . . .... . . . C t f d l 3 3 9 0 , 19 3 . os o goo s so d (from line 42 on page 2) ................................. . .... . . . . 4 2 5 7 , 12 4 . 5 6 Gross profit. Subtract line 4 from line 3 ......... . ........................................ . ....... . . O h 5 133, 0 69 . t er income, including Federal and state gasoline or fuel tax credit or refund ......... . ................. ... 6 7 Gross income. Add lines 5 and 6 ........ . ........ . ... . . . . . . . .. Ex enses. Enter expenses for business use of our home onl on line 30. 7 13 3 , 0 6 9 . 8 Advertising ................ . ... 8 2 , 5 4 7 . 18 Office ex ense p ......... 7 8 .............. 9 61 . 9 Car and truck expenses 19 Pension and profit-sharing plans 19 (see instructions) .. . ........... 9 9, 084. 20 Rent or lease (see instructions): 10 Commissions and fees ......... 10 a Vehicles, machinery and equipment 20a , ... .. 11 Contract labor b Other business property ..... . ........ . .. 20 b 12 130 . (see instructions) .............. 11 21 Repairs and maintenance 21 1 12 D ............. .. 6, 643. epletion ..................... 12 22 Supplies (not included in Part III) 22 13 D ...... .. epreciation and section 179 expense deduction 23 Taxes and licenses ................... .. 23 15 , 0 7 4 . (not included in Part III) (see instructions) .............. 13 6, 600. 24 Travel, meals, and entertainment: a Travel .... , ....... 24a ......... , . , , ... , , , .. 14 Employee benefit programs (other than on line 19) ......... 14 b Deductible meals and entertainment 24b 15 ... .. Insurance (other than health) ... 15 8 3 7 . 25 Utilities ............. 25 4 7 16 ... . .. . .......... . , 8 6 . Interest: 26 Wages (less employment credits) ...... .. 26 a Mortgage (paid to banks, etc) ........ 16 a 27 Other expenses (from line 48 on page 2) 27 3 3 93 b Other ......................... 16 b 1, 0 3 4. ....... . , . 17 Legal & professional services ... 17 1, 27 9 , 28 29 30 31 2 Total expenses before expenses for business use of home. Add lines 8 through 27 in columns ............. r Tentative profit (loss). Subtract line 28 from line 7 .... . ....... . . ..... Expenses for business use of your home. Attach Form 8829 ................. . ... . .. . . . . . .... Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on Form 1040, line 12, and also on Schedule SE, line 2 (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. .. . ............ • If a loss, you must go to line 32. If you have a loss, check the box that describes your investment in this activity (see instructions). • If you checked 32a, enter the loss on Form 1040, line 12, and also on Schedule SE, line 2 (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. • If you checked 32b, you must attach Form 6198. Your loss ma be limited y - ~ 28 74, 368 . . , 29 58 , 7 O1 . . , 30 31 5 8 , 7 01 . All investment is 32 a 0 at risk. nSome investment 32 b I I is not at risk BAA For Paperwork Reduction Act Notice, see Form 1040 Instructions. FDIZ0112 11/14/05 Schedule C (Form 1040) 2005 5CHIEDULE C ~ Profit or Loss From Business (Form 1040) (Sole Proprietorship) Department of the Treasury 'Partnerships, 'oint ventures, etc, must file Form 1065 or 1065-8. Internal Revenue Service (99) 'Attach to Form 1040,104~NR, or 1041. -See Instructions for Schedule C (Form 104Q). rl 7 t~ l ., OMB Nc. 1~5-0074 2006 Attachment ~9 Sequence No. Name of proprietor Social security number (SSN) Roone L Felmlee 187-38-0844 A Principal business or profession, including product o: service (see instructions) B Enter code from instructions Games of Chance -454390 C Business name. If no separate business name, leave blank. ~ Employer ID number (EIN), it any Jim Felmlee Distributors 20-2680236 E Business address (including suite or room no.) - 1170 West Trindle Road City, town or post office, state, and ZIP code ' ' - ' - - - - - - - - - - - ' - ' - ' ' ' ' _ ' - ' - - - - ------------------ Mechanicsbur PA 17055 F Accounting method: (1) Cash (Z) Accrual (3) Other (specify) - _ _ _ _ G Did you 'materially participate' in the operation of this business during 2006? ff 'No,' see instructions for limit on losses . X~Yes No H If oW started or ac wired this business during 2006, check here ......... . .................................................... Parf61'' Income 1 Gross receipts or sales. Caution. If this income was reported to you on Form W-2 and the 'Statutory employee' box on that form was checked, see the mstructlons and check here ....... ..... ~~ 1 401 443 . 2 Returns and allowances .................................................................. .............. 2 3 Subtract line 2 from line 1 ................................................................ .............. 3 401 443 . 4 Cost of goods sold (from line 42 on page 2) ................................................ .............. 4 163 650 . 5 Gross profit. Subtract line 4 from line 3 .................................................... .............. 5 237 793 . 6 Other income, including federal and state gasoline or fuel tax credit or refund ................. .............. 6 7 Gross income. Add lines 5 and 6 .......................................................... ............ - 7 237 793 . Pa'ttA1~-3.~ Expenses. Enter expenses for business use of vour home only on line 30 . .......... 8 Advertising ........ 8 6 064. 18 Office ex ense ............... . p .. 18 628 9 Car and truck expenses 19 Pension and profit-sharing plans 19 . (see instructions) .............. 9 9 370. 20 Rent or lease (see instructions): '~; 10 Commissions and fees ......... 10 a Vehicles, machinery, and equipment ..... 20a 11 Contract labor b Other business property ................. 20b 12 000 . (see instructions) .............. 17 21 Repairs and maintenance ......... ..... 21 8 550 12 Depletion ..................... 12 22 Supplies (not included in Part III) ........ 22 . 13 Depreciation and section 23 Taxes and licenses .............. ...... 23 13 546. 179 expense deduction (not included m Part III) (see instructions) .............. 13 6 600. 24 Travel, meals, and entertainment: a Travel ................................. ~: ~ ~•: 24a 14 Employee benefit programs (other than on line 19) ......... 14 b Deductible meals and entertainment .... 24b 15 Insurance (other than health) ... 15 370. 25 Utilities ............................ . ... 25 2 924 16 Interest: z` ` `: 26 Wages Qess employment credits) ........ 26 . a Mortgage (paid to banks, etc) ........ 16a 27 Other expenses (from line 48 on page 2) ......... 27 3 490 b Other ......................... 16b 0 . . ~ ~ ~~+- ,` 17 Legal & rotessional services ... 17 7 619. t -~,~s , ~w ~, .~,~~ 28 Total expenses before expenses for business use of home. Add lines 8 through 27 in co{umns ............. - 28 71 161 . 29 Tentative profit (loss). Subtract line 28 from line 7 ................................................. ...... 29 166 632 . 30 Expenses for business use of your home. Attach Form 8829 ........................................ ...... 30 37 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on both Form 1040, line 12, and Schedule SE, line 2 or on Font 1040NR, line 13 (statutory employees, see mstructlons). Estates and trusts, enter on Form 1041, line 3. ....... 1 66 632 . • If a loss, you must go to Ilne 32. _I 32 If you have a loss, check the box that describes your investment in this activity (see instructions). • If yyou checked 32a, enter the loss on both Form 7040, line 12, and Schedule SE, tine 2, or on Form All investment is 1040NR, line 13 (statutory employees, see instructions). Estates and trusts, enter on Form 1041, line 3. 32 a ®ai risk. Some investment • If you checked 32b, you must attactl Form 6798. Your loss may be limited. - 32b n is not at risk. BAA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule C (Form 1040) 2006 FDIZ0112 71/03!06 FELMLEE 10/01l2D08 11:00 AM SCHEDULE C (Form 1040) Department of the Treasury Internal Revenue Service (99) Name of proprietor ~x~~~;T L_.. Profit tar Loss From Business OMB No 1545-0074 (Sole Proprietorship) 2007 - Partnerships, joint ventures, etc., must file Form 1065 or Form 1065-B. Attachment - Attach to Form 1040, 1040NR, or 1041. - See Instructions for Schedule C (Form 1040). Sequence No. O9 Social security number (SSN) ROONEY L FELMLEE 187-38-0844 A Principal business or profession, including product or service (see page C-2 of the instructions) B Enter code from pages C-8, 9, & 10 GAMES OF CHANCE ~ 454390 C Business name. If no separate business name, leave blank. D Employer ID number (EIN), if any JIM FELMLEE DISTRIBUTOR E Business address (including suite or room no.) - 117 0 W TRINDLE RD Cit ,town or post office, state, and ZIP code MECHANICSBURG PA 17 055 F Accounting method: (1) X Cash (2) Accrual (3) Other(specify)- G Did you "materially participate" in the operation of this business during 2007? If "No," see page C-3 for limit on losses ~X Yes No H If you started or acquired this business during 2007, check here ........ ............................................... - A Par# I Income 1 Gross receipts or sales. Caution. If this income was reported to you on Form W-2 and the "Statutory employee" box on that form was checked, see page C-3 and check here - ~ 1 42 4 , 830 2 Returns and allowances .. .................. ........... 2 3 ... .................................... Subtract line 2 from line 1 . . ........................... . . 3 4 2 4 8 3 0 4 Cost of goods sold (from line 42 on page 2) . . 4 2 71 118 5 Gross profit. Subtract line 4 from line 3 5 153 712 6 Other income, including federal and state gasoline or fuel tax creditor refund (see page C-3) 6 7 Gross income. Add lines 5 and 6 ................................. ......................................... - 7 1 5 3 7 1 2 ?Parf~~»> Ex enses. Enter ex enses for business use o ..... f our home onl on line 30. ......... 8 ......... Advertising 8 16 8 7 3 18 Office expense .. . ... . .. . .. . ...... .... 18 9 ...... Car and truck expenses (see 19 Pension and profit-sharing plans 19 - page C-4) 9 8 604 20 Rent or tease (see page C-5): :::: "' "' _.. 10 Commissions and fees 10 a Vehicles, machinery, and equipment 20a 11 .......... Contract labor (see page C-4) 11 b Other business property 20b 12 333 12 Depletion 12 21 Repairs and maintenance 21 12 759 13 Depreciation and section 179 22 Supplies (not included in Part III) 22 expense deduction (not 23 Taxes and licenses 23 2 4 8 3 7 included in Part III) (see page C-4) 13 9 3 5 0 24 Travel, meals, and entertainment: a Travel .......................... ... 24a 14 ...................... Employee benefit programs (other than on line 19) 14 b Deductible meals and entertainment (see page C-6) 24b 1 162 15 Insurance (other than health) 15 1 504 25 Utilities 25 2 832 16 Interest: , : 26 Wages (less employment credits) 26 a Mortgage (paid to banks, etc.) . 16a 27 Other expenses (from line 48 on b Other 16b page 2) ......................... .... 27 6 9 1 5 17 .......................... Legal and professional services ........................ 17 2 4 0 7 28 Total expenses before expenses for business use of home. Add lines 8 through 27 in columns - 28 9 9 5 7 6 29 Tentative profit (loss). Subtract line 28 from line 7 .............. 29 54 136 30 Expenses for business use of your home. Attach Form 8829 30 31 Net profit or (loss). Subtract line 30 from line 29. • If a profit, enter on both Form 1040, line 12, and Schedule SE, line line 13 (statutory employees, see page C-7). Estates and trusts, enter 2 or on Form 1040NR, on Form 1041, line 3. 31 5 4 13 6 • If a loss, you must go to line 32. J 32 If you have a loss, check the box that describes your investment in this activity (see page C-7). • If you checked 32a, enter the loss on both Form 1040, line 12, and Schedule SE, line 2 or on 32a 8 All investment is at risk. Form 1040NR, line 13 (statutory employees, see page C-7). Estates and trusts, enter on Form 1041, 32b Some investment is not line 3. at risk. • If you checked 32b, you must attach Form 6198. Your loss may be limited. For Paperwork Reduction Act Notice, see page C-8 of the instructions. Schedule C (Form 1040) 2007 DAA Form 1040 (2D05) Rooney L & Lindd !~ ~n ~ ~ ~~ /~~ Tax and 38 Amount from line 37 (a .J Felmlee` 187-38-084.4 P Credits 39a Check _~ nYou were lusted gross income) Spouse wa n before January 2, 1941 , Blind. Total boxes ~ ~ Standard j•- if: iL-J1 60 born before Januar 2, 1941 38 - 3 , 2 8''~ Deduction I b If your spouse itemizes os y Blind. checked - 39a for - alien, see instructions ~ a se • P 40 Itemized deductions (from and checkahere return, or you were adual-status - 39 b n ~~~~}- Peo le who checked any box 41 Subtract line 40 from ISehedule A) or your standard deduction see left mar in u ~~ on line 39a or ne38 ( g > • ~ • • .......... 40 12, 752 . 39b or who can 42 If line 38 is over $109,475, or • • • • • • ...... 41 -16 , 0 4 0 . .................................. be claimed as a instructions. Otherwise, multiplye Provided housing to a person displaced by Hurricane Katrina, see dependent, see 43 Taxable income. Subtract line $3,200 by the total number of exemptions claimed on line 6d ... , , , . • . instructions. If line 42 is more than line 4l 42 from Ijne 41. 42 6, 4 00 . 44 Tax (see instrs). Check if an eater - . ...................................... 43 •Allothers: yfa "~""'"~•••••• 0 0. 45 Alternative minimum takX is from: a Form(s) 8814 b ~ Form 4912 ; ........... ~ ......... 0 . Single or Married 46 Add lines 44 and 45 . , (see instructions). Attach Form 6251 filing separately, • • ~ • . • .... 45 0 • $5,000 47 Foreign tax credit. Attach Fo~~ 1116 if re . • ~ • • ~ .. . • ~ • ~ ~ ~ • . . ~ ~ • - ~ 0. Married filing 48 Credit for child and dependegteare ez enses. Attach Form P441 48 jointly or 49 Credit for the elderly or the p ....... . Q ~ ~If (le) 50 Education credits. Atta h h Insla8863 Attach Schedule R ..... 49 cF $10,000 51 Retirement savings contributions credit. Attach Form 8880 ... 51 Head of 52 Child tax credit (see instructions) Attach Form 8901 if re ulred ........... 52 household, 53 Adoption credit. Attach F q $7,300 54 Credits from: a ~ Farm g3~rR1 8839 . , , • , , , ... , 53 55 Other credits. Check applic b ^ Form 8859 ................. 54 _ b ~ Farm c Form able box(es): a ~ Form 3800 8801 56 Add lines 47 through 55 ~ 55 4 57 Subtract Ijne 56 from line~ese are your total credits ........ . ......................... . 56 58 Self-employment tax. Attach gc 6• If line 56 is more than line 46, enter -0- ................. . - 57 hedule 0 Other 59 Social security and Medicare tax0 SE • ..... , , 58 5, 603 . ...................... axes 60 Additional tax on IRAs, other ° tip Income not re orted to em to er. Attach form 4137 ......... . . .... . . . 59 61 Advance earned incomeualified retirement plans, etc. Attach Form 5329 if re wired ................... 60 credit q 62 Household employment tax payments from Form(s) W-2 ....... . .......... . . . ........ 61 63 Add lines 57.62. This is our fetal tax Attach Schedule H .............. . ......... . . .......... . . . 62 Payments 64 Federal income fax withhej • ~ • ......................... . - 63 5 603 . dfro ..................... If you have a 65 2005 estimated tax payments and amount aForms W-2 and 1099 ...... 64 6 4 .: " qualifying - • 66 a Earned income credit (Fl Pplied from 2004 return , ....... 65 b Nontaxable combat pay election C • • • .. a child, attach ~ ).. -~ 66b......... - ~ """ No 66 1 Schedule EIC. 67 Excess social security and tier l _~ RRrA tax withheld see instructions 68 Additional child tax credjt, ( ) • • . • ... 67 ' 69 Amount pajd with request for ~ Attach Form 8812..... , . , . , 6g 70 Payments from: a ~ Form ~nsl0p to file (see instructions) ........ , 69 71 Add lines 64, 65, 66a, and 67 thro43g b ^ Form 4136 c ~ Form 8885 70 These are your total payments ugh 70 ....... Refund 72 If line 71 is mare than line 63, s~btr - 71 64 . Direct deposit? 73a Amount of line 72 you wa act line 63 from line 71. This is the amount you overpaid .............. 72 See instructions - b Routing number .... , , nj~efu~d1d to you . , , , , .. , • , , , • , • , , , , • , , • , - 73a and fill in 73b, ~ " " " " " " " ' 73c, and 73d. d Account number ..... I c Type: Checking ~ Savings :` 74 Amount of line 72 you want appli I , An'tOUrlt 75 Amount you owe. Subtract Ijne )etl t° Your 2006 estimated tax .. , ..... - 74 I ~`~ You Owe 76 Estimated tax penal (Seel from line 63. Far details on how to pay, see instructions - I I .............81. 75 5, 620. Third Party Do you want to allow another person to Instructions) .................. . . 76 Desi nee oamenee's - pre arer discuss this return with the IRS (see instructions)? , . , , .. , . , . X Yes. Complete the following. No SI n Under penalties of perjury, I declare that I Phone Personal identification g belief, [he are true, correct, and com I a no' - number (PIN) - Here y p eta bye examined this return and accom an in schedules and statements, and to the best of m knowled a and ~ Your signature eclaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Joint return. See jn5trtlCtlDnS. 1 I Date I Your occupation ~ Daytime phone number Keep a copy for your records. Paid Preparer's Use Only must sign. Maintenace Su er Date Spouse's occupation Clerk Date Preparer's SSN or PTIN 0 3/ 2 6/ 2 0 0 6 Check if self-employed X P 0 0 2 2 4 610 CPA EIN 25-1720690 PA 17 0 4 3 Phone no. (717) 7 6 3- 7 7 81 Form 1040 (2005) FDIA0112 11/07/05 Spouse's signature. If a joint return, Preparer's signature Firm's name Larry B. (or yours if self-employed),1 711 S t d t e address, and ZIP code Lemoyne _L'~~ ~- ~ i i ~, - ,~,~~ Department of the Treasury -Internal Revenue Service Form ~ 040 U.S. Individual Income Tax Return 2~~5 For the year Jan 1 -Dec 31, 2005, or other taz year beginning , 2005, endil Label Your first name MI Last name (See instructions ~x ~ ; ~ ~,-~ ,t ~,{ i z~ IRS Use Only - Do not write or staple in this sl _ , 2D OMB No 1545.0074 Your social security number •) Roone L Felmlee ' 187-38-0844 Use the If a joint return, spouse s first name MI Last name Spouse's social security number IRS label. Otherwise, Linda J Felmlee Home address (number and street). If you have a P.O. box, see instructions 177-54-9869 p ease print . Apartment no. You must enter your or type. 71 S Locust Point Road social security City, town or post office. If you have a foreign address, see instructions. State ZIP code . number(s) above. Presidential Election Mechanicsbur PA 17 0 5 5 Checking a boz below will not change your taz or refund Campaign , Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions) ......... ~ . ~ You ~ S ...... . pouse FII'tng Status 1 Single 4 Head of household with uali In ( q fy g person). (See 2 X Married filing jointly (even if only one had income) instructions.) If the qualifying person Is a child Check only 3 Married filing separately. Enter spouse's SSN above & full but not your rependent, enter name here , this child's one box. name here .. -_ 5 n Qualifying widow(er) with dependent child (see instructions) Exemptions 6a X Yourself. If someone can claim you as a de endent, do not check box 6a ......... , b X $ OUSe p ~ ................. Boxes cne~ked ~ on 6a and 6b .. 2 ..................... No of hild c Dependents: 2 Dependent's o t s D ~3r t s q - . c ren on 6c wha: ' s cial security e la on Flip g • lived alifyin (1) First name Last name number to you child for child with you . , . . tax credit • did not (see instrs) live with you due to divorce or separation (see instrs) . , If more than Dependents four dependents, on 6c not - See Ir15trUCtI0n5. entered above . n Add numbers d Total number of exemptions claimed on lines .. above,..,. ~ 2 7 Wages, salaries, tips, etc, Attach Form(s) W-2 Income .. ....................................... 8a Taxabl i t t A 7 7, 261 . e n eres . ttach Schedule B if required ........ . 8 . . . . . . . . . . ... . . . . . . ", , , , , bTax-exe t i t D a 41 . mp n erest. o not include on line 8a .............. ~ 8 b~ Attach Form(s) 9a Ordinary dividends. Attach Schedule B if required ... W-2 here. Also ................ .................... b Qualfd divs 9a 39 attach Forms (see instrs) ..................... . . .......................... 9 b W-2G and 1099-R if t ithh ld 10 Taxable refunds, credits, or offsets of state and local income taxes (see instructions) ......... . ............ 11 Ali i d 10 ax was w e . mony rece ve .................................................................... 12 B i i 11 If you did not us ness ncome or (loss), Attach Schedule C or C-EZ .............. . ... . ... . . . .. . .. . . . 13 Ca it l i l 12 5 8 , 4 2 6 . get a W-2, p a ga n or ( oss). Att Sch D if regd. If not regd, ck here .......................... - ~ 13 16 934 see instructions 14 Oth i l . ~ . er ga ns or ( osses). Attac h For m 4797 . . ........ 14 15 IRA di t ib i . . . . . . . . . . .. .... . .. . . 0 , a s r ut ons ........... 15a b Taxable amount (see instrs) 15b 16 679 16a P i d .. . r ens ons an annuities .... 16a b Taxable amount (see instrs) 16b 17 R l t l .. E l b t d en a rea estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 18 F i 17 -31, 211 . nc ose, u o arm ncome or (loss). Attach Schedule F ................. 1g not attach, any . .. . .. . .. . .. . .... . . . . 19 U l payment Also nemp oyment compensation ............ . .................... 19 . , ........................ 20 a S i l it b f ~ please use oc a secur y ene its ......... 20 a ~ ~ b Taxable amount (see instrs) 20 b Farm 1040-V .. 21 Oth i N E . er ncome _ _ T__O_PE_R_A_T_IN_G__LO_S_S ___ _ 21 -59 907 22 Add the amounts in the far right column for lines 7 through 21 _ This ___________ is ou t t l i - , . . 23 Educator expenses (see instructions) 23 r o a ncome . 22 8 , 2 62 , Adjusted ....................... 24 Certain business expenses of reservists, performing artists and fee-basis GPO55 , government officials. Attach Form 2106 or 2106-EZ ...... . ... 24 I ......... . ncome 25 Health savings account deduction. Attach Form 8889 . , .. , . , , 25 26 Moving expenses. Attach Form 3903 ....................... 26 27 One-half of self-employment tax. Attach Schedule SE ....... _ 27 2 , 8 0 2 . 28 Self-employed SEP, SIMPLE, and qualified plans ............ 28 29 Self-employed health insurance deduction (see instructions) . . ..... . . .. . . 29 8 , 7 4 8 , 30 Penalty on early withdrawal of savings ............. . ....... 30 31 a Alimony paid b Recipient's SSN .... ~ 31 a 32 IRA deduction (see instructions) ........................... 32 33 Student loan interest deduction (see instructions) ............ 33 34 Tuition and fees deduction (see instructions) ......... . ...... 34 35 Domestic production activities deduction. Attach Form 8903 .............. 35 w 36 Add lines 23 - 31 a and 32 - 35 ........ ........................... 37 S b ' .... ..... 36 11, 5 5 0 . u tract line 36 from line 22. This is your ad usted gross income -~ 3 ...... 7 _ 3 2 8 8 BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. 1-oiAO112 11fo7ios Form 1040 (?''" L- h°I~L;f f Form 1040 12006) Roone L ~ Linda J Felmlee 38 Amount from line 37 ad'usted toss income 187-38-0844 Tax and ( 1 g > 38 121 Credits 39a Check _ BYou were born before January 2, 1942, Blind. if: Total boxes Standard Spouse was born before January 2, 1942, Blind. checked 39a Deduction b If your spouse itemizes on a separate return, or you were actual-status alien, see instrs and ck here ~ 39 b nor - 4p Itemized deductions (from Schedule A) or your standard deduction (see left mar in People who g) • checked any box 41 Subtract line 40 from line 38 .................................. . on line 39a or 42 If line 38 is over $112,875, or you provided housing to a person displaced by Hurricane Katrina, see 39b or who can instructions. Otherwise, multiply $3,300 by the total number of exemptions claimed on line 6d .... . ......... . • be claimed as a 43 Taxable income, Subtract line 42 from line 41. dependent, see If line 42 is more than line 41, enter •0- ................ . instructions. ............................ 44 Tax (see instrs). Check if any tax is from: a ~ Form(s) 8814 b ~ Form 4972 ........... . . . . . . • All others: .... . 45 Alternative minimum tax (see instructions). Attach Form 6251 ................ . ........ Single or Married Add lines 44 and 45 ........... . . . . ............................ filing separately, 47 Foreign tax credit. Attach Form 1116 if required ............. 47 I $5,150 48 Credit for child and dependent care expenses. Attach Form 2441 .......... 48 Married tiling q9 Credit for the elderly or the disabled. Attach Schedule R .. 49 jointly or 50 Education credits. Attach Form 8863 .......... . . . Qualifying ~ 50 widow(er), 51 Retirement savings contributions credit. Attach Form 8880 ... 51 $10,300 52 Residential energy credits. Attach Form 5695 •• 52 Head of 53 Child tax credit (see instructions). Attach Form 8901 if required ........... 53 household, 54 Credits from: a ~ Form 8396 b ~ Form 8839 c~ Form 8859 .. 54 $7,550 55 Other credits. Check applicable box(es): a Form 3800 b ~ Form c ~F 56 57 8801 orm 55 Add lines 47 through 55. These are your total credits ............. . Subtract line 56 from line 46. It line 56 is more than line 46, enter -0- ..... - Other Taxes 58 59 . Self-employment tax. Attach Schedule SE ........ ... . Social security and Medicare taz on tip income not reported to employer. Attach Form 4137 ........... . .. 60 . . . • Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . .. 61 .............. . Advance earned income credit payments from Form(s) W-2, box 9 62 ...................... . Household employment taxes. Attach Schedule H ........ 63 ........................ . Add lines 57-62. This is your total tax .......... ~ ~ ~ '~ ............ ..... Payments ~ .. Federal income tax withheld from Forms W-2 and 1099 ..... 64 .................... If you have a 65 .. 2006 estimated tax payments and amount applied from 2005 return ........ 65 41... 1 600 qualifying 66a Earned income credit EIC ................. ( ) .............. 66a . child, attach ~ Schedule EIC b Nontaxable combat pay election ..... ~ 66b . 67 Excess social security and tier 1 RRTA tax withheld (see instructions) 67 ............... 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid ............... . 74a Amount of line 73 you want refunded to ou. If Form 8888 is attached, check here .. - - b Routing number . • ...... ~ c T e: Checking ~ Savin s - d Account number g ....... 68 Additional child tax credit. Attach Form 8812 ................ 68 69 Amount paid with request for extension to file (see instructions) ... • ..... 69 70 Payments from: a ~ Form 2439 b ~ Form 4136 c ~ Form 8885 70 71 Credit for federal telephone excise tax paid. Attach Form 8913 if required .... 71 40 . 72 Add lines 64, 65, 66a, and 67 through 71. These are your total payments ............... . Refund Direct deposit? See instructions and fill in 74b, 74c, and 74d or Form 8888, Amount You Owe Third Party Designee Sign Here Joint return? See instructions Keep a copy for your records. Paid Preparer's Use Only 1 W 6 40 12 977 . 41 108 706. ~ I 6 600 . ~ 102 106. ~ 18 636. 45 564 , ~ 19 i 200. 56 19,200. 15,439. 62 63 34 639. ~2 1 681. -3 r4 a i 75 Amount of line 73 you want a tied to our 1007 estimated tax ........ - 75 ` 76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see instructions .............. • - 76 77 Estimated tax enalt see instructions) .......... 33 Do you want to allow another person to discuss this return with the IRS (see instructions)? . 77 .. Yes. Complete the following Designee's Phone name - Pre arer Personal identification no. - 197. ~No unaer penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Your signature Date Your occupation ' Daytime phone number Maintenace Su er Spouse's signature. If a joint return, both must sign. Date Spouse's occupation ' Clerk Preparer's Date Preparer's SSN or P-rIN signature / 04/06/2007 Check if self-employed P00224610 f=irm's name RICHARD S . SIMPSON II CPA (or yours if self-employed),1426 S 3RD ST STE 104 address, and EIN ZlPcode LEMOYNE PA 17043-2000 Phone no. (717) 774-6040 Form 1040 (2006) FDIA0112 11/07/06 2 Department of the Treasury -Internal Revenue Service Form ~ ~4~ U.S. Individual Income Tax Return For the year Jan 1 -Dec 31, 2006, or other tax year beginning Label Your first name MI Last name (See instructions ) II//'~~ /„//r-~- °~oOV (99) IRS Use Only - Do not write or staple in this space. 2006, ending , 20 OMB No. 1545-0074 Your social security number Roone L Felmlee ' 187-38-0844 Use the If a joint return, spouse s first name MI Last name ' IRS label. Linda J Felmlee Spouse s social security number Otherwise, Home address (number and street). If you have a P.O. box see instructions 177-54-9869 please print , . Apartment no, You must enter your or type. 71 S Locust Point Road . social security City, town or post office. If you have a foreign address, see instructions. State ZIP code number(s) above. Presidential Election Mechanicsbur PA 17055 Checking a box below will not Campaign change your tax or refund. , Check here if you, or your spouse if filing jointly, want $3 to go to this fund? (see instructions) ................ - ~ You ~ Spouse Filing Status 1 Single 4 Head of household (with qualifying person). (See 2 Married filing jointly (even if only one had income) instructions,) If the qualifying person is a child Check only 3 Married filing separately. Enter spouse's SSN above & full but not your d~ pendent, enter this child's name here . one box. name here .. - _ 5 n Qualifying widow(er) with dependent child (see instructions) Exemptions 6a b Yourself. If someone can claim you as a dependent, do n S ouse ............................... ot check box 6a Boxes checked """""••~ on 6a and 6b .. 2 c Dependents: .............. (~ Dependent's .................... (3) Dependent's _ (4) if N°• of children on 6c who: socia security relationship qualifying • lived First name Last name number to you child for child with you ... . tax credit • did not (see instrs) live with you due to divorce or seporation (see instrs) .. . If more than Dependents four dependents, on 5c not see instructions. entered above . Add b d Total number of exemptions claimed ....... ................ num ers on lin.s ................... - .............. above..... 2 7 Wages, salaries, tips, etc. Attach Form(s) W-2 .. 7 379. Income ..................................... 7 8a Taxable interest. Attach Schedule B if required ................... . ..................... 8a bTax-exempt interest. Do not include on line Sa ..............I 8b~ Attach form(s) 9a Ordinary dividends. Attach Schedule B if required ................... 9a 60 . - ere. Also b Qualified dividends (see instrs) .................................. ~ 9b~ 60 . attach Forms 10 Taxable refunds, credits, or offsets of state and local income taxes see instructions) ....... 10 W-2G and1099-R ( ,,.,,.,,... . iftax was withheld. 11 Alimony received .................................................................... 11 If you did not 12 Business income or (loss). Attach Schedule C or C-EZ .................................. 12 164 929 . get a W-2, 13 Capital gain or (toss). Att Sch D if regd. If not regd, ck here .......................... - ~ 13 see instructions. 14 Other gains or (losses). Attach Form 4797 ..... . ....................................... 14 15a IRA distributions ........... 15a b Taxable amount (see instrs) .. 15b 15 289. 16a Pensions and annuities .... 16a b Taxable amount (see instrs) .. 16b 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .. 17 -31 468. Enclose, but do 18 Farm income or (loss). Attach Schedule F ............................................. . 18 not attach, any 19 Unemployment compensation ........... . payment. Also, ....................... . .................... 19 please use 20a Social security benefits ....... , . ~ 20a~ ~ b Taxable amount (see instrs) .. 20b form 1040-V, 21 Other income _N_ET_ _O_PE_R_A_T_IN_G_ _LO_S_S_ - _S_E_E _S_T_MT _ _ _ _ _ _ _ _ _ 21 -16 040 . 22 Add the amounts in the far ri ht column for lines 7 throw h 21. This is our total income . ~ 22 140 149 . 23 Archer MSA deduction. Attach Form 8853.......... 23 Adjusted 2A Certain business expenses of reservists, performing artists, and fee-basis ~at'OSS government officials. Attach Form 2106 or 2106-EZ .................... Zq -; ' Income 25 Health savings account deduction. Attach Form 8889 ........ 25 ~ - - 26 Moving expenses. Attach Form 3903 ....................... 26 I 27 One-half of self-employment tax. Attach Schedule SE........ 27 7 720 28 Self-employed SEP, SIMPLE, and qualified plans ............ 28 ` ' 29 Self-employed health insurance deduction (see instructions) ............. 29 10 746. 30 Penalty on early withdrawal of savings ..................... 30 31 a Alimony paid b Recipient's SSN .... ~ 31 a 32 IRA deduction (see instructions) ........... . .............. 32 33 Student loan interest deduction (see instructions) ............ 33 34 Jury duty pay you gave to your employer ................... 34 35 Domestic production activities deduction. Attach Form 8903 .............. 35 36 Add lines 23 - 31a and 32 - 35 ................. 36 18 466. 37 Subtract line 36 from line 22. This is our ad'usted ross income - 37 121 683 . BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDIAOI 1 z 1 timro6 Form 1040 (2006) FE'~MLEE 10/01/2QQi~1].;Qt1~r1C_ L & LINDA J FELMLEE _ rm loan (zoo7) F _-- ~ r~ ~ ~ ~- o 1 87-38-0844 Pa e TaX 38 Amount from line 37 (adjusted gross income) .. 38 47 0 ....... .......................... d 0 an 39a Check You were born before January 2, 1943, Blind. Total boxes if; ~ C dit B ~ re s Spouse was born before January 2, 1943, Blind. checked - 39a Standard b If your spouse itemizes on a separate return or you were adual-sta(us alien, see page 31 and check here - 39b Deduction for- 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) 40 12 32 0 • People who 41 Subtract line 40 from line 38 41 34 68 h k d 42 If line 38 is $117 300 or less 400 b the total numb lti l $3 f ti 6 c ec e any box on line , y , mu y , er o p exemp ons claimed on line 6d. If line 38 is over $117,300, see the worksheet on page 33 ... . . . . .. . . . . . . .. . 42 6 $ 0 0 39a or 39b or 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- 2 7 8 $ who can be 43 6 claimed as a 44 Tax (see page 33). Check if any tax is from: a ~ Form(s) 8814 b ~ Form 4972 dependent, see page 31. c ~ Form(s)8889 ....... 44 3 3 9 9 45 Alternative minimum tax (see page 36). Attach Form 6251 45 • All others: 46 Add lines 44 and 45 ............................. - 46 3 3 9 9 Single or .................. Married filing 47 Credit for child and de endent care ex enses. Attach Form 2441 p P 47 separately, 48 Credit for the elderly or the disabled. Attach Schedule R 4g $5,350 d filin M i 49 Education credits. Attach Form 8863 49 g arr e jointly or 50 Residential ener credits. Attach Form 5695 9Y 50 Qualifying 51 Foreign tax credit. Attach Form 1116 if required 51 widow(er) , $10,700 52 Child tax credit (see page 39). Attach Form 8901 if required 52 Head of 53 Retirement savings contributions credit. Attach Form 8880 53 nousenold, 54 Credits from: a ~ Form 8396 b ~ Form 8859 c ~ Form 8839 54 $7,850 55 Other credits: a ~ Form 3800 b ~ Form 8801 c ~ Form ...................................... 55 56 Add lines 47 through 55. These are your total credits ............... ..... ................ 56 57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- . ...... . . . .... . . 57 3 3 9 9 Other 58 Self-employment tax. Attach Schedule SE 58 6 4 80 Taxes 59 Unreported social security and Medicare tax from: a ~ Form 4137 b ~ Form 8919 5g 60 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required 60 61 Advance earned income credit payments from Form(s) W-2, box 9 61 62 Household employment taxes. Attach Schedule H ............................................... 62 63 Add lines 57 through 62. This is your total tax - ............................... . 63 9 8 7 9 64 Federal income tax withheld from Forms W-2 and 1099 64 3 g Payments 65 2007 estimated tax payments and amount applied from 2006 return 65 7 000 If you have a 66a Earned income credit (EIC) ...... 66a qualifying b Nontaxable combat pay election - 66b child, attach Schedule EIC. 67 Excess social security and tier 1 RRTA tax withheld (see page 59) 67 68 Additional child tax credit. Attach Form 8812 gg 69 Amount paid with request for extension to file (see page 59) 69 70 Payments from: a ~ Form 2439 b ~ Form 4136 c ~ Form 8885 TO 71 Refundable credit for prior year minimum tax from Form 8801, Tine 27 71 _ 72 Add lines 64, 65, 66a, and 67 through 71. These are your total payments .. ... ...... ................. - 72 7 0 3 9 Refund 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the a mount you overpaid 73 , Direct deposit? 74a Amount of line 73 you want refunded to you. If Form 8888 is attached, check here - ~ 74a S 59 ee page - b Routing number XXX~~XXX - c Type: ~ Checking ~ Savings a d fill i 74b n n , 74c, and 74d, - d Account number or Form 8888. 75 Amount of line 73 you want applied to your 2008 estimated tax - 75 Amount 76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 60 - 76 3 164 YOU OWe 77 Estimated tax penalty (see page 61) , _ _ , , . . ' 77 32 4 Thlyd Patty Do you want to allow another person to discuss this return with the IRS (see page 61)? X Yes. Complete the following. No Designee Designee's Personal identification number (PIN) - ~~ name - Preparer Phone no - Under penalties of penury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and S Ig n belief, they are true, correct, and complete. Declaration of preparer (other than taxpa er) is based on ll i f ti f hi y a n orma on o w ch preparer has any knowledge. Here Your signature Date Your occupation Daytime phone number Joint return? MAINTE See page 13. NANCE Keep a copy Spouse's signature. If a joint return, both must sign. for your Date Spouse's occupation records. CLERK Preparers , Paid signature Date 10/01 Check if ~ Preparer's SSN or PTIN /08 self-employed P00176650 Preparer's Firm's name (or Accountin Associates EIN 16-5381443 Use Only yours if self-employed), , 18 4 9 W Lisburn Rd Phone no. address, andZlPcode CarllSle PA 17013-9734 717-258-6671 DAA Form ~ 040 (2007) FE!.MLEE 10/01/2008 11:00 AM 1040 Label a (See B instructions E on page 12.) L Use the IRS label. N Otherwise, E please print R or type. E Presidential Election Campaign''- 1 Filing-Status z':X Check only 3 ~,~ one box:'°` ~~ 6a :Exemptions b ~'": c If more than four dependents, see page 15. Department of the Treasury-Internal Revenue Service A O 0 U.S. Individual Income Tax Return L IL (99> For the year Jan. 1-Dec. 31, 2007, or other tax year beginning , 2007, end Your first name and initial Last name ROONEY L ~r•lrfr EE Ii a jointretum, spouse's first name and initial Last name LINDA J FELMLEE Home address (number and street). If you have a P.O. box, see page 12. 71 S 'LOCUST POINT RD City, town orpost office, state, and ZIP code. If you have a foreign address, see page 12. MECHANICSBURG PA 17055 rharkhere if vou, or your spouse if filing jointly, want $3 to go to this fund (see ~..;-1r ~ , E ';, IRS Use Only-Do not write or staple in this space. 20 OMB No. 1545-0074 Your social security number 187-38-0844 '~ . ~ Spouse's social security number 177-54-9869 Apt. no, You must enter your SSN(s) above. ,~ Checking a box below will not change your tax or refund. 12) - I I You n Spouse ~,., iwith qualifying person). (See page 13.) If Single 4 U the qualifying person is a child but not your dependent, e Married filing jointly (even if only one had income) this child's name here. - Married filing separately. Enter spouse's SSN above 5 ~ qualifying widow(er) with dependent child (see page 14) and full name here. Yourself. If someone can claim you as a dependent, do not check box 6a Dependents: First name (2) Dependent's t3) Dependent's (4) ~ if qual. child relationship to for child social security number lax cr. se Last name you nano t~~ Boxes checked 2 on 6a and 6b No. of children on 6c who: • lived with you • did not live with you due to divorce or separation (see page 16) Dependents on 6c not entered above- d Total number of exemptions claimed ........................ Add numbers on lines above - 2 7 Wages, salaries, tips, etc. Attach Farm(s) W-2 ......................... ................................ 7 2 0 0 7 Income 8a Taxable interest. Attach Schedule B if required . . .. . ...... . . ga Attach Form(s) W-2 here. Also b ga Tax-exempt interest. Do not include on line 8a Ordinary dividends. Attach Schedule B if required 8b .. . 9a 91 attach Forms W-2G and 1099-R if tax b 10 Qualified dividends (see page 19) . , , , , . , Taxable refunds, credits, or offsets of state and local income taxes (s 9b 91 ee page 20) ................... .,,,,,,.;; 10 was withheld. 11 Alimony received .............................................. .............................. 11 If you did not 12 Business income or (loss). Attach Schedule C or C-EZ ............ ........................... .. 12 55 173 get a W-2, 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here - ~ 13 see page 19. 14 Other gains or (losses). Attach Form 4797 14 15a IRA distributions 15a b Taxable amount (see page 21) 15b 16a Pensions and annuities 16a b Taxable amount (see page 22) 16b 18 0 6 9 Enclose, but do 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E ............ 17 -11 55 8 not attach, any Al t 18 Farm income or (loss). Attach Schedule F ............. .............................. 18 paymen . so, please use 19 Unemployment compensation 19 Form 1040-V. 20a Social security benefits 120a ~ I b Taxable amount (see page 24) 20b 21 Other income. List type and amount (see page 24) ...................... .............................. 21 22 Add the amounts in the far ri ht column for lines 7 throw h 21. This is our total income - 22 63 782 23 Educator expenses (see page 26) 23 Adjusted GrOSS 24 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach Form 2106 or 2106-EZ . , .. _ , 24 Income 25 Health savings account deduction. Attach Form 8889 25 26 Moving expenses. Attach Form 3903 .......................... 26 27 .. One-half of self-employment tax. Attach Schedule SE 27 3 2 4 0 :_ 28 Self-employed SEP, SIMPLE, and qualified plans ............... . 28 .. 29 . Self-employed health insurance deduction (see page 26) 29 13 5 3 6 30 Penalty on early withdrawal of savings ........................... 30 31a Alimony paid b Recipient's SSN - 31a 32 IRA deduction (see page 27) .............................. 32 33 ..... Student loan interest deduction (see page 30) ................. 33 34 ... Tuition and fees deduction. Attach Form 8917 34 35 Domestic production activities deduction. Attach Form 8903 35 ~ 36 Add lines 23 through 31a and 32 through 35 ........................... .. ..... ....................... 36 16 7 7 6 37 Subtract line 36 from line 22. This is our ad'usted ross income - 37 4 7 0 0 6 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 83. DAA Form 1040 (2007) Jun 30 09 03:21p Rooney SCHEDULE E (Form 1040) 7epe nrnent of the TreeSUry Inlenal P.eti+enue Service (99, 717-795-8205 Supplemental Income and Loss (From retrial real estate royalties, partnershf s s' p.4 )~ ~ ~ ,~ 1 '^1 ~ ~ ~~I/ 13 oMe va, r~oo~a S corporations, estates, trusts, REMICs, et) ~ 2004 ~ At~actr to Form 1040 or Form 1041. See Instructions for Schedule E (Form 1040). 13 Name(s) shown on re;urr. Your social sewrily wrtt6er Roone L ~ Linda J Felrmlee 187-38-0844 Income or Loss From Rental Real Estate and Royalties Mote. If you are in fhe business of rentng personal property, use Schedule C or C-EZ (sae instructions). Report farm rental income or loss from Form 4835 on page 2, line 40. 1 List the t and location of each rental real estate ro 2 =or each rental real estate Yes No A F rame_ _ _ _ _ _ _ _ _ _ _ _ _ _ property listed on 6ne 1, did you 1169 PJ Trindl.e Rd Mechaaicsbur PA-17055 50.00 or your family use it during the 8 Fra_ne ~xyear for personal purposes A X __________ __________________ ~armore~ranthegreaterof 1170 "rJ Trindle Rd Mechan_csbur FA 17055 100 00 0 • f4days, ar g X • 10% of the total cat's C Frame _ _ _ _ _ _ _ _ rented at fair rental vatuel 1172 w ^'rindle Rd, Mechanicsburg - PA 17C55 10C OOHS (See ins6uctions,) C X Income: Pm ernes Totals 3 Rents received .... , ...... ......... 4 12o allies received ................... Expenses: 5 Advertisi ng .......................... 3 4 5 p' 0. 9 6 375. 7 7. C (Add columns A, B, and C.} 0 570. 3 22, 125 . 4 ~~ . h ~~ } 6 Auto and travel (see instructions) ....., 6 235 235 <> 7 Leaning and maintenance ............ 7 ~ `` B Cornmissiorts ....... .......... . ..... 8 :: 9 Insurance ..... ... ......... 9 54. 679. . 190. •. 10 Legal and other professional fees .... 10 ;~ 13 Management fees .................... 11 12 Mortgage interest paid to banks, etc (see instructions) ... . ..... .......... 12 852. 1 704. ,. 1 704. 12 11 076 _ 13 Otfierinterest ..... ................ 13 •:. 14 Repairs ............. ... 14 1 815. 1 253_ -• 15 Supplies ...... ..................... 15 1 999. •r: 16 Taxes ..... ............... ........ 16 103. 535. Q• 535. •:• 17 Utlities ............................. 17 448. 804. 248. , 16 Other (list) - Bark Chess-------------- 46. p. ,. Office Expense__________ 199. 18 19 Add tines 5 through 18 ............... 19 3 456. 6 295. 4 364. 20 Depreciation expense or depletion (see instructions) ........... . ........ 20 1 18I . 1 972. 1 010 . 21 Total expenses. Add lines 19 and 20 . , . 21 4 637. 8 26 7 . 5 374 . 22 Income or (less) from rental real estate or royally properties. Subtract tine 21 from line 3 (r:nfs) or Ine 4 (royalties), ff the result is a (;oss), see instructions to find out ii you must file Form 6198 .................... . ..... Z2 -4 637 . -1 892. 1 196. 23 Cetlucdble rental rea! estate loss Caution. Your rental real estate loss an lure 22 may be limited. See instructions to find ou, if you must file Form 8582. Real estate professionals musE complete line 43 on pa3e 2 ... • • • ... • .. • 23 -4 6 3 7 . -1 8 92 . 24 income. Add positive amounts shown on line 22. Do not include any losses . , .. .............. ............. . 2b Losses,.4dd royalty losses i'om line 22 and rental real estate losses from line 23. Enter total losses here .. .. 26 Total rental rest estate and royalty income or (loss). Combine lines 29 and 2a Entir the rewlt here. tf Paris I I, III, IV, and line 40 on page 2 do not apply tc }ou, also enter Etris amount on Form 1040, tine 17. CthenNise, include this amount Ir: the total on fine 41 on page 2 03. 20 -19 96. 1 2& I ~ -13 046 BAA For Paperwork Reduction Act Notice. see Fonn T040 nstructions. O Schedule E (Form 1040) 2004 FDZ230! OS1121D4 / ----_- =- O ~~~r Et' t-~.,~~ ~ e ~~ e~ •fo ; ~. v~l. ,~ < < ~~~t; ~y ~y ,5"~°~ ~'-~ ~- t ~ - - - ,... _ . . ~ _ r G - r~~. Jun 30 09 03:21p Rooney 717-795-8205 SCHEDULE E (Form 1040) Depart-ent ~t the Treasury Internal Reuenua Service ••°1fOtsl sncwo on reium Rooney L & Li SupPlementat Income and Loss (From rerrtat real estate, royalties, partnerships, S c'-Porations, estates, trusts, REMICs, etc) Attach to Form 7040 or Form 1041. See Instructions for Schedule E (Form 10401. p.3 ,-~"- r t ~ t ~ ~~~ ~ t ~~ \'~ Z~ 20x4 13 security aumher ne ar Loss From Rent ly, use Schedule C or C-EZ 187-3g-0844 )ya~fie5 Note. If you are in the business of renti """"'~• rteport arm rental income or foss from Form 4835 on page 2 Pie 40aI 3 List the a and location of each rental real estate e A Frame _ 2 For each renal real stale 1174 W Trir_dle-~d --- --- -_____ _ _____ Mechanicsbur PA 1?0~5-1 9 F property listed on line l,didyy~ Yes N~ oryourlamiyuseitdu i rame _ _ _ _ _ 00 OG$ r ngUie taxyear for personal purposes A _ _ 5A Locust 2oint - -'--- 100.00$ -------- --- ------ ior•norethanthegreaterof; X C Frame .1-0days,or ------------ _______ SN Locust Point 100 ~ __ ---"- -- •10%atthetatGld s t3 X rented tf lv 00$ --- _ a a~renta aiue? Income: (~ instructions.} C Pro roes X 3 Rents received .... A B Totals C , .... ............. 3 4 Ro allies received .. 3 Z0 © 3 610 (Add columns A, B, and C. 2 ..... , Expenses: ~ ~ ' ' 4 . 470 , 3 5 Advertising . , . 4 ; : . , ... 6 Auto and travel (see instructions) .. , , 6 . , , 7 Cleaning and maintenance ... , ... , .... 7 a 2 3.. , 23~ - 23 5 " 8 Commissions , ~ ' ........ ............. 8 9 Insurance •. ... ......,...,. 9 10 Legal anc other professional fees .... 10 108 . -O8 , 108 , i i Management fees ............. • ... 17 , 1 880. x' ' 12 Mortgage interest paid to banks stc , (see instructions) .. ........ ,..... 2 .~ . ~. ' .. 13 Other interest ....................... 13 1 709. 1 7 0 4 _ 1 ? 0 4 12} 14 Repairs ..... . ................. ...... 14 15 Supplies .......... ........... .... 16 648 , 90 . 74I 16 Taxes ........................ .. 16 , £ 77 Utilities .......... ... ............ 17 ~ 535. 953- ~: 453 .. 18 Other (list) ---- - 51. 33. . 84 Heating O_1_ ----~- - - . ___ _ _ _ ~guipment Rent_----- 779. ---- --------------------- 22 __-------.._-------~-.-- --------------------- 18 b: ~ t y 20 :+da lines 5 through 18 ...... , , , , ..... 19 3.281- Depreciation expense or de leti 3 397. ~ 227 p on (see instructions) .................... 20 21 Iota: expenses. Add lines 19 and 20 21 344 . 22 ... Inoone or (lass) from rental real estaleor 3 281' 3 741. 5 227 royalhj properties. Subtract -ine 21 from lino 3 (rents) or line 4 (royalties), if the result is a (loss) see cstructiens tofind out if you must ~ ilk Form 6198 .............. ,,. 23 ., -181, Deductble rental real estate less -131 . -2 7 57 . Caution, Ycur rental real est<te I~us on Ina 22 may t;e limited, See instructions to and out if you must file Form 8382, Real estate professionals must complete li;te 43 tin page 2 ....... , , ~ 24 _ , Income, Add positive amounts shown on line 22. Do not indud _131 ~ -2 757' 25 26 e arty losses , Losses, Add royalty losses from :ine 22 and rental real estate losses from .ine Total rental real estate acrd rcyalt inc 23. Enter total losses here .. y ome or (bss). Combine lines 24 and 25. Fntrr the yob, also enter this amount on Form 044, Irtte 17. Otherx se i l d s g e p a t , . 8AA , nc u e thi a mount in ih t ot l on Imo 41 on p e 2 . , For Paperwork Red tl • .. - ~ ~ . uc on Act Notice, see Form 7040 instructpns. For~ol osn2roa 20 26 Schedule E (Form 104 20D4 Jun 30 09 03:21p SCHEDULE E (Form 104Q) 7epartrnenf of the Treasury Ir,temal Reve~ua Service Rooney 717-795-8205 Name(5~ stwwn on retvm Boone L & Linda J Felmiee :i : ~ ~~ ~ Income or Loss From Rent property, use Schedule C or C-EZ _ 1 List the type and location of each rental A IFramP Supplements{ Income and Loss (From rental teal estate, royalties artnershl s 2 r 4N8 No. 1565.0074 '-' S co-twrations, estates, trusts, REMICs, etxP) ' ~oo A Attach to Form 1040 or Form 1041. ~F See Instructions for Schedule E (Form 1040). 13 instructions}. R. emote property; Youreocial security number °87-38-0844 lyalties Noffi. H you zra in the business of renting personal fans rental income or loss from Form 4835 on page 2, line 40. 2 For each rental real :state yet o er 4' kd No B _____ 35 E Locust Mechanicsbrsr Land --- ___ ______ PA 17055 100 __ .00 - p p y Is onbnel,d~cyyrru Ixynurfamllyuseitduringthe fax year `or personal purposes A g ----------------o Tract ~3 Far_nett Tw 50.OOB _ ____ _ - __ -------- - tormarethanlhegreaferof: • 14 days, or C -- • tt1% of the total days 8 X ------------------ ---------- -----____- _ rented at fairrentvlvalue? (See insirucibns.) C Income: Pro rtes Tot l 3 Rents received ............ . .... . . 3 4 Ro alties received , .... ........ . ..... 4 Expenses: '4 0 _ B a s C Add columns A, t3, and C.) 3 ~ 5 Advertising ... ..... ................. 6 A 5 '# uto and trove! (see instructions) ..... 7 C 6 235 . leaning and maintenance ,.......... 8 C 7 ommissions ....................... . I 8 •.: nsurance .... ...... .. 10 L 9 108. ega! and other professions: tees ...... li Management fees .................... 10 11 ' 12 Mortgage interest paid to banks, etc (see Instructions) ................... 13 Oth i 12 1 704. .,; 12' er nterest ........ .............. 14 R i3 epairs . ...... . . . .................. 1's 5 14 2 9 0 . upplies .................. ......... 15 T 15 .• axes .............................. 17 i 76 656. Ut lities ................. ..... 17 584. 18 Oilier (list) - E, -----------------...----- z _-...------------------ i8 ------- ----^---..---...-- y r t 19 Add lines 5 through 18 .......... . .... 19 3 583 . 20 Depreciation expense or depletion (see instructions} ,,,,,,,,,,,,,,,,,,,, Z0 1, 061. 21 Total expenses, Add lines 19 and 20 ... 21 4 644. 22 Inrome ar (loss} from rent<l real estate ar royalty properties. Subtrzct line 21 from fine 3 (rents) or line 4 (royalties). If the result is a (loss), see instructions to fine out if you must file Fann 6198........ .................. 22 -4 644 . 23 Deductible rental real estate loss. Caution. Your rental real estate loss an line 22 may be limifan, See instructions to find out if you muss file Fom18582. Real estate professionals must complete line 43 an page 2 ............. 23 -4 644 . 24 Income. Add positive amounts shown on line 22. po not include any losses . 25 Losses. Add royelty losses from line 22 and rental n3al estate losses ftom line 23. Enter total losses here .... . 26 Total rental real estate and royalty incanne or (loss). Combine lines 24 and 2S En~r the result here. If Parts i1, 111, IY, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line 17, Othervdsq include this amount in the blot on line 41 on pees 2 ........ . ............................. 6AA For Paperwork Reduction Act Notice, see Form 1040 instructions. F71Z23~ I 05/t 2~0~ 20 126 I Schedule E (Form 1040) 2004 Cumberland County - Register Of Wills One Courthouse Sq , .~~-~,~~ ~ .,~~~ : ~~ Carlisle, PA 170 '-~--- y' ~~ ~ Phone . (717 ) 2 4 0 - 6 3i;c~v i ~^, U.' '~k'! . 2010 JUN 16 AM 9= 3 I CLERK OF ORPHAN'S COURT CuM~~~r ~aa co., PA Date: 6/16/2010 BEINHAUR JOHN R 3964 LEXINGTON STREET HARRISBURG, PA 17109 RE: Estate of FELMLEE JAMES C File Number: 2'004-00555 Dear Sir/Madam: This notice is to serve as a reminder that the Status Repot by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on oar after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/05/2010 Please feel free to contact this office with any questions; you may have. If you have already filed your Status Report, please disregard this notice. Si cerely, l~~~i~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square ,, ~- Carlisle, PA 17013 `(~~~£ ~~~~ ~ ' ~~~'~ Phone: (717) 240-6345 ~~~- r ~~"~ ;~ `1'e1~'.^ fi~ ~~%r.~ ~ ~' 2010 JUp 16 AM ~~ 3 t ~{p~t'S C~OU~ CUM~r R~~~~D CLL.. ~' Date: 6/16/2010 FELMLEE ROONEY L 71 SOUTH LOCUST POINT ROAD MECHANICSBURG, PA 17055 RE: Estate of FELMLEE JAMES C File Number: 2004-00555 Dear Sir/Madam: This notice is to serve as a reminder that the Status Repot by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/05/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Si cerely, 1~~~~c Glenda Farner Stra~baugh Clerk of the Orphans' Court cc: File Counsel COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 171 28-0601 RECEIVED FROM: BEINHAUR JOHN R 3964 LEXINGTON STREET HARRISBURG, PA 17109 -------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EXi11-96) NO. CD 013140 ACN ASSESSMENT ,4MOUNT CONTROL NUMBER ESTATE INFORMATION: SSN: ~ 93-24-~ 336 FILE NUMBER: 2104-0555 DECEDENT NAME: FELMLEE JAMES C DATE OF PAYMENT: 08/02/2010 POSTMARK DATE: 07/30/2010 COUNTY: CUMBERLAND DATE OF DEATH: 05/05/2004 REMARKS: CHECK# 14319 SEAL 101 $140.99 TOTAL AMOUNT PAID: INITIALS: DM ~~ 140.99 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS A ~ ~ ~ e~ ~~~~o~~ ~ ~ ~ ~ ~ Q vi ~ ~, rJ ~° , ~ ~ ~ ~ ~~ ~ ~ p ~ d ~ ~ `n ~ ~ V ~ ° o~ ~p°' 0 0 ~ r+ w ro r~ O z..s~ .~ t„ ~ ;.. {:.~ i;i•! ~_~' ~,.ti• 2~ 4 •~ ~~ ~~'~ ~;: i ~ ~ ~~ -~ tf1, p ~' N ~ ~ tD ~ O ~'OCN ~- G ~ ~ (j~ O j~J N ,~2 ~ 7 ~ 0 ~ W ~ ~ ~ tD ~ O N CD :~ ~~'S ~~i~;u~r.... -. _ . ~t . :~F ~'~:: _ _r °;., ~~- ~. ,~,: `.~5,>t 4 ~°' Y SETTLEMENT AGREEMENT THIS AGREEMENT, made effective on the date as hereinafter provided, by and among Rooney L. Felmlee, individually and as Executor of the Last Will and Testament of James C. Felmlee, of 71 South Locust Point Road, Mechanicsburg, Pennsylvania, 17055; Carple L. Felmlee of 133 North Locust Point Road, Mechanicsburg, Pennsylvania, 17055; Pearl Jea~ette Felmlee, Executrix of the Estate of Darryl J. Felmlee ofBox 243, Kooskia, Idaho, 83539; a~nd'Melissa D. Hersh of 4345 Carlisle Pike, Camp Hill, Pennsylvania, 17011. WHEREAS, the parties hereto are the beneficiaries of the Estate of James Gr. Felmlee; and WHEREAS, Rooney L. Felmlee was named and designated Executor of the Last Will and Testament of James C. Felmlee subsequent to the Renunciation of Carole L. Felmlee alb filed to the Register of Wills of Cumberland County, Pennsylvania, at Docket Number 2004-0~5~'S; and WHEREAS, a dispute has arisen between the parties regarding the Estate and the distribution of the assets of the estate, which the parties, by the of this Settlement Agreement, intend to resolve, NOW THEREFORE, INTENDING TO BE LEGALLY BOUND, the follows: 1. The Recitals set forth above are incorporated herein by references 2. Each party hereto acknowledges notice that, pursuant to the Commonwealth of Pennsylvania, the residence of James C. Felmlee when he died, c six-month period of time following advertisement of the granting of Letters Testae which to submit claims to the Executor of the Estate. Advertising of the gr Testamentary was accomplished by publication in the Cumberland County Law Joy publication of the Decedent's last residence, on June 25, 2004, July 2, 2004, and July ! publication in The Sentinel, a periodical of general circulation in the Decedent's last June 22, 2004, June 29, 2004, and July 6, 2004. The first date for publication, therefc 25, 2004. Copies of the official proofs of publication are attached hereto as Exhibi lion of the conyions r -~ : , [/) rt ; t- rn r,~> .~ "~ c:° W f" to a°ee ''' Z ~Ft .. ~+ aNvs of the d~tors have a ~n~ary within ~t'~ of Letters i~l, the legal 204, and by evidence, on ;,'being June «~ „ 3. The Executor has caused an Inheritance Tax Return, in the form atta hed hereto as Exhibit "B," incorporated herein by reference and made a part hereof, to be duly pre ar~d and filed with the Register of Wills of Cumberland County, Pennsylvania, on Apri120, 2007. Th'e Executor warrants and represents that said return reflects all assets of the Decedent kno to the said Executor, excepting income to the Estate, and all debts of the Decedent known to h~n.' 4. Each of the parties hereto acknowledges notice, that, pursuant to thle laws of the Commonwealth of Pennsylvania, such party is entitled to the filing of an accounting yvit~ the Court of Common Pleas of Cumberland County, Orphan's Court Division, by which the' Executor, by sworn statement and affidavit, verifies the assets received by him in administering the ~Es~ate and the expenses incurred in connection with its administration. The Executor filed a First EY.ccbunt of the Estate with the Office of the Register of Wills of Cumberland County on July 2, 2009.',In the interest - _ __ i of economy and conservation of Estate assets, each of the parties hereto waives and relinquishes such party's right to require any further accounting and hereby releases and discharges the Executor from any and all claims, demands or liability of any kind or character relating to or arising from the failure to file such further accounting, it being the intention of all parties hereto that mo such further accounting shall be filed. The Executor warrants and represents that said First Accolunti reflects all assets of the Decedent known to the said Executor, excepting income to the Estate, ajnd all debts of the Decedent known to him. 5. In reliance on the terms and conditions hereof, and warranties and rep~es~ntations of each other, the parties agree to the following settlement of the Estate of James C. F~l~lee: a. The Executor hereby releases and waives any right which hem~y have to a commission or fee in connection with his duties as Executor. b. Rooney L. Felmlee shall pay the lump sum amount of $150,OOIO.gO to Carole L. Felmlee, Pearl Jeanette Felmlee, Executrix of the Estate of Darryl J~. Felmlee, and Melissa D. Hersh. Such sum shall be tendered to Luther Milspa~}v, Esquire, as attorney for such parties and distribution of such funds shall be by an~ among them as they shall agree. c. Carole L. Felmlee shall transfer and assign, and by these resents does transfer and assign to Rooney L. Felmlee, all of her right, title and int~re~t in and to: 50% of the decedent's interest (25% of the total interest) of the Pennsy~valnia general partnership known as "Felmlee's Locust Point"; and 50% of the dece~erit's interest (25% of the total interest) of the Pennsylvania general partnership' known as "Affordable 50's" and the interest devised by the decedent (50% of th~ total interest) in the sole proprietorship known as "James Felmlee Distributor Sn,~al~ Games of Chance." This transfer and assignment includes the balance of her nterest in the residual estate and all of the properties held jointly in the above gene~al partnership known as Felmlee's Locust Point. d. The Executor has caused the Estate to convey and deed to Carle L. Felmlee and she shall retain all right title and sole interest in the real estate ~Isituiate at 133 North Locust Point Road, Mechanicsburg, Pennsylvania. By these) preesents, the Executor does confirm and transfer and assign to Carole L. Felrr~lee all of the personal property of the Decedent in her possession e. Pearl Jeanette Felmlee, Executrix of the Estate of Darryl J. ~e~'mlee shall transfer and assign, and by these presents does transfer and assign ~o Mooney L. Felmlee all of her and the said estate's right, title and interest in and to:j 24I%2 % of the decedent's interest (12% of the total interest) of the Pennsylvania gene~}al partnership known as "Felmlee's Locust Point"; and 24%2 % of the decedent's int~r~st (25% of the total interest) of the Pennsylvania general partnership known a$ "~-ffordable 50's." This transfer and assignment includes the balance of her and the skid estate's interest in the residual estate and all of the properties held jointly' in'the above general partnership known as Felmlee's Locust Point. f. Melissa D. Hersh shall transfer and assign, and by these presents does transfer and assign, to Rooney L. Felmlee, all of her right, title and interest in and to: 24%z % of the decedent's interest (12% of the total interest) of the Pennsylvania general partnership known as "Felmlee's Locust Point"; and 24%z % of the decedent's interest (25% of the total interest) of the Pennsylvania gen~ral~ partnership known as "Affordable 50's." This transfer and assignment includes'',th~ balance of her interest in the residual estate and all of the properties held joint~y iin the above general partnership known as Felmlee's Locust Point. 6. Each of the parties acknowledges notice that the United State$ of America, Commonwealth of Pennsylvania, and / or other taxing authorities having jurisdictio ,may tax the Estate, the assets of the Estate, the income of the decedent and the Estate, includi~ig '' he various partnerships, business entities, real estate and other assets, giving rise to obligation ar#d debts not contemplated by the Executor or the other parties. Upon execution hereof, Rooney Lr Felmlee shall assume and by these presents does assume any and all such liabilities, shall file all tai returns as are legally required, and shall indemnify and hold harmless, and by these presentsj, dices hereby indemnify and hold harmless the Estate and each of the beneficiaries of the estate, from, any and all such tax claims and liabilities, and from all other claims whatsoever against the Es~at~. All assets and monies being paid by Rooney L. Felmlee under paragraph Sb above, and the feat estate and personal property being transferred by the executor under paragraph Sd above, shah b~ free, clear and unencumbered of all taxes and claims. 7. This Agreement relates to an Estate being administered in Pennsyl~an~a, and to a Decedent of the Commonwealth of Pennsylvania. Accordingly, this Agreement shad be governed by the laws of the Commonwealth of Pennsylvania. 8. This Agreement shall be binding upon the parties hereto, their heirs, successors and assigns. 9. This Agreement shall be legally effective and legally binding on the dale of the last of the parties to sign, and whether the original hereof is signed by all parties, or whq'ther signed in counterpart by the parties hereto, 10. The parties agree to sign such other and further documents as ale reasonably necessary to give full force and effect to this Agreement. Settlement hereunder shall oc4rur no later than July 15, 2010, or this Agreement shall be null and void, time being of the esse~ce. SIGNATURES ON FOLLOWING PAGE ~,. . IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date reflected in their respective acknowledgments. WITNESS: L. Felmlee, ~- Ro ey L. Felmlee v~ Carole L. Felmlee Melissa D. Hersh, as At1 Pearl Jeanette Felmlee, Estate of Darryl J. Fel Power-of-Attorney dated 4 din-fact for Ariz of the ~y Special tk 11, 2010 ~ ~~~ Melissa D. Hersh '. COMMONWEALTH OF PENNSYLVANIA COUNTY OF D~r»N ~~ ~~'~ d . SS.. On this, the j~~ay of ^ , 2010, before me, a Notary Public, the undersigned officer, personally appeared ooney L. Felmlee, known to me (or satisfa torily proven) to be the person whose name is subscribed to the within instrument and acknow edged that he executed the same for the purposes herein contained. IN WITNESS WHEREOF, I hereunto et my hand d official seal. COMM NW ' LTH F P NNSyIVANiA N°tarta+ sea! N Public Kristen'D. Shiva, NQgry Public ~ .Hampden Twp,,Gumberland County My Commission Expires: M Co-nmission ~ 2 is (SEAL) COMMONWEALTH OF PENNSYLVANIA . SS.. COUNTY OF DAUPHIN On this, the 7`~ day of June, 2010, before me, a Notary Public, the unde igned officer, personally appeared Carole L. Felmlee, known to me (or satisfactorily proven) to be',the person whose name is subscribed to the within instrument and acknowledged that she execut d the same for the purposes herein contained. IN WITNESS WHEREOF, I s~ TAM L ElRIRMT Noivty PitMk HARRISdUR6 CITY, QAt ~ ~C My CommiaioA !:>~ set my hand and official seal. ', pry Public Commission Expires: ~ ~ - I . ~lj i ~. A. ~ •~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN . SS.. On this, the 7~' day of June, 2010, before me, a Notary Public, the under~ig>hed officer, personally appeared Melissa D. Hersh, known to me (or satisfactorily proven) to~~,be the person whose name is subscribed to the within instrument and acknowledged that she executed t'he same for the purposes herein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal.! -~--- ••••.r•~ N Public T y Commission Expires: ©~~ • / !~ , ~-9-~ ~- NoW1rMile (SEAL) IMIIIMI/IM14 dTK OAUIIMM COIMIIY 1Ay c. E»MM oa t t. i91~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN . SS.. On this, the 7`" day of June, 2010, before me, a Notary Public, the under ~igried officer, personally appeared Melissa D. Hersh, as Attorney-in-fact for Pearl Jeanette Felm~ee Executrix of the Estate of Darryl J. Felmlee, and acknowledged that she executed the same a~ the act of her principal for the purposes herein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ' ~~ ....... Not Public NOTARIAL ~' M ommission Ex Tres: ErNt~e /0ct 1 __ _ Exhibit "A" BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 290601 HARRIS9UR6 PA 17129-0601 JOHN R BEINHAUR 3964 LEXINGTON ST HBG PA 17109 -_ - _T...~..- ~ `-~ - ... _..~-. -__- _. _... REV-1547 EX AFP C06-05) DATE 04-23-2007 ESTATE OF FELMLEE JAMES C DATE OF DEATH 05-05-2004 FILE NUMBER 21 04-0555 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-2 -2007 (See reverse side under Obj~cnons) A~ount Re~itted MAKE CHECK PAYABLE AND REIIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HpU$E CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F- -------------------------------------------------------------------------1--'--------------- REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE~~OR' DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ', ESTATE OF FELMLEE JAMES C FILE N0. 21 04-0555 ACN_ 101 ',DINE 04-23-2007 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION COHCERNIN6 FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: cB) I ~ .577,324.37 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) C9) 15,982:00 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 186.909.53 11. Total Deductions C11) I ?0 .891 _ ~~ 12. Net Value of Tax Return C12) 374,432.84 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subioct to Tax C14) ', 374,432.84 NOTE: if an assess~ent was issued previously, lines 14, 15 and/or 16, 17', 18 and 19 will I reflect figures that include the total of LA,~ returns assessed to d ate. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate ~lg) 264, 730.30 X 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 109,702.54 X 17. Amount of Line 14 at Sibling rate (17) .00 X 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 19. Principal Tax Due DATE NUMBER 01-24-2007 CD007747 01-24-2007 CD007748 /PEN PAID C-) .00 481.62- cl) 477,293.50 ~,NOI!E: To insuro proper C2) .00 credit to your account, C3) 90, 000.00 (submit the upper portion of this form with your C4) .00 'itax Payment. c5) 10 , 030.87 ce) .00 c7)_ .00 AMOUNT PAID 00 ~, .00 045 ~. 4, 936.61 12 ~ .00 15 ~ .00 c19)~• 4,936.61 481.62 4,936.61 BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-25-2007 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 4,936.61 .00 112.79 112.79 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 31, NO PAYMEN'~ IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT"CC(t), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) i REV-1500 PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17126.0601 15056051058 IX (os-05) OFFICIAL USE ONLY County Code Year File Numb INHERITANCE TAX RETURN RESIDENT DECEDENT a i OW O SSS ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 193-24-1336 ~ 05/05/2004 06/20/1931 Decedent's Last Name Suffix Decedent's First Name MI FELMLEE ~~ JAMES (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI FELMLEE ~ CAROLE L^ Spouse's Social Security Number 2 0 6 - 3 8 - 7 5 6 5 '''` THIS RETURN MUST BE FILED IN DUPLICATE WRH Tr1E REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retu~ (date of death 4. Limped Estate prior to 12-13-8 ) ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax 13etum Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Uving Trust 8. Total Number of!i Safe Deposft Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax u~der 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 SH LD E DIRECTED T0: Name Daytime Telephone N m r JOHN R. SROGONCIK (800) 823-$3432 Firm Name (If Applipble) REGISTER OF ILLS ONLY `= ~ ° " ~' DEVANEY & CO . , P . C . --~ ' C.~ ~ T First line Of address , C~ ~ -r.~~r z " _i~ ~ E :7 222 SOUTH MARKET STREET SUITE 202 ^ °~~~~ ~ '-.-~.~- _i.~ Second line of address ~ ~-;~-~ -17 -~ ` , ~=: - -:O' W - ; City or Post Office t~Ttc ~ILED ~ ' ~ ' State ZIP Code ` O1 ELIZABETHTOWN PA 17022 Correspondent's e-mail address: JSROGONCIK@ DEVANEYCO . COM Under penalties of perjury, I dedare that I have exarrrnsd this return, indudhp accompanying schedules and statements, and tD the beat of knowledge and belief, it is true, correct alnd-oerr~lete. Declaration of pra~rer otl~pGtlran the penional representative is based on all information of which preparer as any knowledge. SIGNATURE O~PEft8~1N'1;ES S F G RETURN a1x~ 09/'29/2006 71,SrOUTH LOCUST POINT ROAD, MECHANICSBURG, PA 17055 SI _ TURE OF PR E$ Q~I1ER THAN REPRESENTATIVE 09/22/2006 ADDRESS 222 SOU H MKT. STREET, STE. 202, ELIZABETHTOWN, PA 17022 PLEASE USE ORIGINAL FORM ONLY 15056051058 Side1 1505605108 YICCT PA0305-00: ?C ~. 15056051059 REV-1500 EX Decedent's Name: FELMLEE JAMES C Decedent's Sxiaq Security Number 193-24-1336 _ _ RECAPITULATION ' 1. Real estate (Schedule A) ............................................. 1. 4 7 7, 2 9 3; 5 0 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 9 0 , 0 0 0 } 0 Q 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. 10 , 0 3 0 ~ 8 7 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. $ 7 7 , 3 2 4 ~, 3 7 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 15 , 9 8 2 '. 0 Q 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 18 6 , 9 0 9 ~ 5 3 11. Total Deductions (total Lines 9 8~ 10) ................................... 11. 2 0 2 , 8 91 '~ 5 3 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 3 7 4 , 4 3 2 ~'. 8 4 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. 3 7 4 , 4 3 2 j. 8 4 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_ 264, 730.30 16. Amount of Line 14 taxable at lineal rate X .0 4 5 10 9, 7 0 2. 5 4 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 1s. 17. 18. 19. TAX DUE ............................:............................19. 4, 9 3 6'~. 6 1 4, 9361. 61 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056051058 Side 2 YK9T pA0305-002 20 ~~ ~e ~ $ ~ ~~ ~ Fes,,, W e 7 b m ~ p e ~~ a ~~ C m ~ Y O W a ~o~d a ~ a ~ e G.' m~ a ue m ~c Er° ~ w O ~ O Ip {p {p ~p O W IA Ip t~ ~ ° i o a ~ ~ a ~ e ~ e ° ° ° ° o o o o o w ~ o o a ~ a M O ti ti O Oi r r N 1~ m O O M N ~ !7 l '~f e e~° ~ T e O ~ r r t 0 O H. ~O 00 OD O A O O r p N O eN"f N ~ M O O O O M O r m N N JI ~O O c'> ti ~ M m r °o o° 0 0 ~ v m ~ N Y! ~ V ~ O ~ ~ Q C .. M CN9~~ r NCI ~ ~ r b m a °~ c O t M m O m M V ~ " a ~= o; m~ m C N s ~ . ~~ ~ C m N M r. r .~ -~ ~. t ., ~CHANICSBURG ax Payments and Credits: Tax Due (Page 2 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount IMeresUPenalty if applicable D. Interest E. Penalty (1) '~ 4, 936.61 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FlII in oval on Page 2, Line 20 to request a refund. 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. B. Enter the total of Line 5 +SA. This is the BALANCE DUE. Make Check Payable fo: REGISTER OF WILLS, AGENT (3) (4) (5) 4, 936.61 (5A) 481.62 (5B) 5 , 418 .2 3 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPR~AIIE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................... ........... ^ b. retain the right to designate who shall use the property transferred or its income :............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for Iffe of eitherpayments, benefits or care? .................................................................. ^ 2. If death oaxured after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 0 3. Did decedent own an "in trust for or payable upon death bank acxount or security at his or her death? .............. ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficary designation? ........................................................................................................................ ^ IF THE ANSYVER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PIART OF THE RETURN. or 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 a ttse of the surviving spouse three (3) pecent (72 P.S. §9116 (a) (1.1) (i)]. ~r dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent "2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requiremen4s f©r disclosure of assets and ing a tax return are still applicable even if the surviving spouse is the only beneficiary. ~r dates of death on or after July 1, 2000, ne 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 tlhe wse of a natural parent, an doptive parent, or a stepparent of the child is zero (O) percent [72 P.S. §9116(a)(1.2)]. ie tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries is four and one-half (4:~~5) percent, except as noted in 2 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. he tax rate imposed on the net value of transfers to or for the use of the decedent s siblings is twelve (12) percent [l2 P.S. §91~6(a)(1.3)]. A sibling is defined, Eder Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. nur eAOSas-oos zo '-1500 EX Page 3 File Number 21- 0 4- 0 5 5 5 ecedent's Complete Address: REV-1502 f>(+ (8-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE JAMES C. FELMLEE 21-04-055 All real propeAy owned soiey or as a tenant in common must be reported at fair market value. Fair market value is defined as the price a which property would be exchanged between a willing buyer and a willing sailer, neither being compelled to buy or sell, both having reasonable knowledge of tMe relevant facts. Real properly whk:h is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION ~ VAILUE AT DATE OF DEATH ~. 1.13 ACRES LAND; 1164 W. TRINDLE RD., MECHANICSBURG, PA 17055; 50$ INTEREST AS TENANT IN COMMON; ASSESSED VALUE OF PROPERTY AT DATE OF DEATH - $123,500 - SEE ATTACHED EXHIBIT A 61,750.00 2 36 ACRES LAND; FANNETT TWP., FRANKLIN COUNTY, PARCEL B-29-290; 50~INTEREST AS TENANT IN COMMON; ASSESSED VALUE OF PROPERTY AT DATE OF DEATH - $2,040 X 6.45 = $13,158; COST WHEN PURCHASED 10/2001 = $56,000 ' 28,000.00 3 .41 ACRES LAND; 1261 INDIAN PEG ROAD, MONROE TWP. CUMBERLAND COUNTY, PA; 50$ INTEREST AS TENANT IN COMMON; ASSESSED VALUE OF PROPERTY AT DATE OF DEATH - $25,000 - SEE ATTACHED EXHIBIT B 12,500.00 4 RESIDENTIAL REAL ESTATE;. 133 LOCUST POINT ROAD, MECHANICSBURG, PA 17055; ASSESSED VALUE AT DATE OF DEATH - SEE ATTACHED EXHIBIT C 160,600.00 5 1.76 ACRES LAND AND BUILDING; 1172 AND 1174 WEST TRINDLE ROAD, MECHANICSBURG, PA 17055; 50a INTEREST AS TENANT IN COMMON; ASSESSED VALUE AT DATE OF DEATH - $237,390 - SEE ATTACHED EXHIBIT A 118,695.00 6 1.01 ACRES LAND AND BUILDING; 5 AND 5B N. LOCUST POINT ROAD, MECHANICSBURG, PA 17055; 50$ INTEREST AS TENANT IN COMMON; ASSESSED VALUE AD DATE OF DEATH - $134,020 - SEE ATTACHED EXHIBIT A 67,010.00 7 .06 ACRES LAND AND BUILDING; 35 EAST LOCUST ST., MECHANICSBURG, PA 17055; 50~ INTEREST AS TENANT IN COMMON; ASSESSED VALUE AT DATE OF DEATH - $65,450 - SEE ATTACHED EXHIBIT D; SOLD FEB. 28, 2005 FOR $62,000 LESS SETTLEMENT COSTS OF $4,523 ($57,477) - SEE ATTACHED EXHIBIT E 28,738.50 TOTAL (Also enter on line 1, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) 477,293.50 -1 . _ _ REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS ~ BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~~ JAMES C. FELMLEE 21-09-0555 Ag property jointly~owaed with right of survivorship must bs dhrclosed on Seheduk F. pr more space ~ neeaea, insert aaattanal sheets of the same s¢e) l.._T REV-1504 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE i4UINBER JAMES C. FELMLEE 21-0~-0555 Schedule C-1 or C-2 (including ail support~g information) must be aCaclled for each closely-held corporatioNpartnership interest of the ern, other than a sole-propri~orship. See instrudfons for the supportlng infom~aUon to be submitted forsole-proprietorships. fTEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~, 50~ INTEREST IN PARTNERSHIP, "AFFORDABLE 50'S". PARTNERSHIP INSOLVENT AT DATE OF DEATH 2 100 INTEREST IN SCHEDULE C, SOLE PROPRIETORSHIP "JAMES C. FELMLEE - BINGO AND SMALL GAMES OF CHANCE SUPPLIES" - VALUE- OF SUPPLIES INVENTORY AT DAE OF DEATH I 90,000.00 SEE ATTACHED VALUATION REPORTS FOR BOTH OF THE ABOVE ENTITIES LABELED EXHIBIT F AND EXHIBIT G RESPECTIVELY. NEITHER ENTITY OWNED REAL ESTATE. MK~7 PA0305-006 20 TOTAL (Also enter on line 3, Recapitulation) I $ (If more space is needed, insert additional sheet of the same sae) 90,000.00 REV-1505 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-1 CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-04-0555 1. Name of Corporation N ~A State of Incorporation Address Date of Incorporation ~ City State ZIP Code Total Number of Shareholders 2. Federal Employer I.D. Number 3. Tvoe of Business 4. 5. Was the decedent employed by the Corporation? If yes, Position Business Reporting Year Drr~~ W/Cevir.n ................................... ^Yes ^No _ Annual Salary $ Time Devoted to Business 6. Was the Corporation indebted to the decedent? ..................................... ^Yes ^No If yes, provide amount of indebtedness $ 7. Was there life insurance payable to the corporation upon the death of the decedent? ..... ^Yes ^ No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years ff the date of death was prior to 12-31-82? ^Yes ^ No If yes, ^Transfer ^ Sale Number of Shares Transferee or Purchaser Consideration $ pate j Attach a separate sheet for additional transfers and/or sales. 9. Was there a written sharehokfel's agreement in effect at the time of the decedent's death? ... ^Yes ^ No If yes, provide a copy of the agreement. 10. Was the decedent's stock solo? ............................................ ^Yes ^ No If yes, provide a copy of the agreement of sale, eta 11. Was the corporation dissolved or liquidated after the decedent's death? ................... ^Yes ^ No If yes, provide a breakdown of disMbutions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? .............. ^Yes ^ No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or G2 for each interest. A. Detailed calculations used in the valuation of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death anq 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete addresses and estimated fair market values. If real ®state appraisals have been secured, attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent E. List of officers, their salaries, bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. List those declared and unpaid. G. Any other information relating to the valuation of the decedent's stock. ~+~ PA0305-007 .-p (If more space is needed, insert additional sheets of the same size) Provide all rights and restrictions pertaining to each class of stock. REV-1508 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT FILE NUMBER JAMES C. FELMLEE 21-04-0555 1. Name of Partnership AFFORDABLE 5 0 ' S Date Business Commenced 0 4 / 01 / 19 9 0 Address 1170 TRINDLE ROAD Business Reporting Year 1231 City MECHANICSBURG State PA ZIP Code 17055 2. Federal Employer I.D. Number 2 5 -16 4 0 218 3. Type of Business SALES - USED AUTOS _ Produd/Service SALES 4. Decedent was a ®General ^ Limited partner. If decedent was a limited partner, provide initial investment $ 5. A. JAMES C. FELMLEE 50.0000 50.0000 `s®a ~'~C~Ih.h~7`' ~' B•ROONEY L. FELMLEE 50.0000$ 50.0000$ . C. D. 6. Value of the decedent's interest $ 7. Was the Partnership indebted to the decedent? ..................................... ^Yes ®No If yes, provide amount of indebtedness $ 8. Was there life insurance payable to the partnership upon the death of the decedent? ..... ^Yes ®No If yes, Cash Surnender Value $ Net proceeds payable $ Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years ifl th~ date of death was prior to 12-31-82? ^Yes ®No If yes, ^Transfer ^ Sale Percentage transferred/sold Transferee or Purchaser Consideration $ paw Attach a separate sheet for additional transfers and/or sales. 10. Was there a written partnership agreement in effect at the time of the decedent's death? ..... ^Yes ®No If yes, provide a copy of the agreement. 11. Was the decedents partnership interest sold? ........................................ ^Yes ®No If yes, provide a copy of the agreement of sale, etc. 12. Was the partnership dissolved or liquidated after the decedents death? .................. ^Yes ®No ff yes, provide a breakdown of distributions received by the estath, induding dates and amounts received. 13. Was the decedent related to any of the partners? ..................................... ®Yes ^ No If yes, explain REMAINING PARTNER IS DECEDENT'S ~nN 14. Did the partnership have an interest in other corporations or partnerships? .............. ^Yes ®No If yes, report the necessary information on a separate sheet, induding a Schedule C-1 or C-2 for each interest. A. Detailed calculations used in the valuation of the decedents partnership interest B. Complete copies of finandal statements or Federal Partnership Income Tax returns (Form 1065) for the year of death ahd 4 preceding years. C. If the partnership owned real estate, submit a list showing the complete addresses and estimated fair market values. If real bstate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedents partnership interest. near a:,o3os-oaa zc REV-1507 EX+ (8-98) COMMONWEALTH OF PENNSYWANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES 8~ NOTES RECEIVABLE ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-04-0555 en .........~., s..s..x,...,...,.a ..iu..t..M ..s......s....»s.s........~ ~...sr.s....w .,., c.~.r..~. c (tt more space is needed, insert additional sheets of the same size) REV-1506 EX+ (&98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-04-0555 Include the proceeds of litigation and the date the pn>ceeds were recehred by the estate. A8 property 1oiMly-owned with right of survivorship must be disclosed on Schsduk F. (If more space is needed, insert additional sheets of the same s¢e) REV-1509 EX+ (8-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-0410555 ff an asset was made joint wkhin one year of the dscsdsrk's date of death, k must be reported on Schedule G. SURVIVING JOINT TENANTS} NAME ADDRESS RELATI~ISHIP TO DECEDENT A. N/A ~ B. C. JOINTLY-OWNED PROPERTY: ITHd NIXEEtt LETTER FOR ,IOINr T@Wfr DATE MADE JOIM DESCRIPTION OF PROPERTY WCLUDE NAME aF FltiAWCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDRIIIFYIWG NUMBER. ATTACH DEED FOR,pINTLY+ELD REAL ESTATE DATE OF DEATH VALUE OF ASSET x 5 ~ 1 ESi DATE of DEATH VALUE OF DECEDENPS INTEREST 1. A. i i TOTAL {Also enter on line 6, Recapitulation) I S (If more space ~ needed, insert additional sheets of the same size) r _ i REV-1510 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-04'-0555 This schedule must be cort~bed and tied if ttie answer to any of questbns 1 through 4 on t he next page of it>e R EV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE TFE NAME OF THE TRANSFEREE, TFE1R REUTIONSHIP TO DECEDENT AND DATE OF DEATH 96 OF DECD'S EX LU910N TAXABLE NUMBE THE DATE OF TRANSFBL ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST pF CAaLE) VALUE ~. N/A i TOTAL (Also enter on line 7 Recapitulation) S I ', vrsi ~ PA070S-Ol: 20 (If Hare space is Headed, insert addltionai sheets Of the same size) - _ __ ~_ ; REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8r ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-04-0555 Debts of decedent must bs reported on Schedule I. ITEM DESCRIPTION A. FUNERAL EXPENSES: ~' MALPEZZI FUNERAL HOME 2 RECEPTION - AMERICAN LEGION POST 109 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissars Name of Personal Representative(s) Soaal Securigr Number(s)/EIN Number of Personal Representative(s) Street Address City State AR ZIP Year(s) Commissar Paid: 2. Attorney Fees ~I 8, 0 0 0. 0 0 3. Family Exemption: (If decedent's address is not the same as daimaM's, attach explanation) I' Claimant Street Address Ctiy State ZIP Relationsh~ of Claimant to Decedent 4. Probate Fees ~ 3 8 8. 0 0 5. AccarMaM's Fees ', 2, 2 0 0. 0 0 6. Tax Return Preparers Fees ~~ ADVERTISING - CUMBERLAND LAW JOURNAL 75.00 8 ADVERTISING - THE SENTINEL ' 95.00 MK4~ ?A0305-013 20 TOTAL (Also enter on line 9, Recapitulation) 15 , 9 8 2 . 0 0 (If more space is needed, insert additional sheets of the same size) i - ------------ -- _ _ - _ _ --- -- ----. I _ -- -- --- I 5,059.00 165.00 REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8r LIENS ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-04-0555 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, induding unnimbureed medical expenses. REM VALUE AT DATE NUI~ER DESCRIPTION OF DEATH ~~ SILVER SPRING AMBULANCE ASSOCIATION 2 MORTGAGE PAYABLE TO FULTON BANK, P.O. BOX 69, EAST PETERSBURG, PA 17520; A/C N0. 157-0001-9702167-9002. MORTGAGE PERTAINS TO PROPERTIES 1,5,6 AND 7, PER SCHEDULE A. OUTSTANDING BALANCE AT DATE OF DEATH $303,297.04 PLUS ACCRUED INTEREST OF $301.22. SEE ATTACHED EXHIBIT H. 3 MORTGAGE PAYABLE TO FULTON BANK, P.O. BOX 69, EAST PETERSBURG, PA 17520; A/C N0. 157-0001-9702167-0101. MORTGAGE PERTAINS TO PROPERTY 7, PER SCHEDULE A. OUTSTANDING BALANCE AT DATE OF DEATH $27,095.12 PLUS ACCRUED INTEREST OF $18.56. SEE ATTACHED EXHIBIT I. 4 FEDERAL, STATE, AND LOCAL INCOME TAX LIABILITY ASSOCIATED WITH FINAL LIFETIME INCME TAX RETURNS OF DECEDENT 5 OUTSTANDING UTILITY BILLS; PP&L, UNITED WATER, YORK WASTE DISPOSAL, CLAYS SERVICE CENTER (FUEL OIL). 6 OUTSTANDING REPAIR & MAINTENANCE BILLS; HOME DEPOT, LOWES, R. PAZOIC (DUNCANNON, PA), TAYLOR RENTAL. 7 OUTSTANDING PROFESSIONAL SERVICE FEES, (BEINHAUR & CURCILLO, ATTORNEYS). 8 OUTSTANDING LIABILITY INSURANCE, (PENN NATIONAL INSURANCE C0.). 9 OUTSTANDING REAL ESTATE TAXES 10 MISCELLANEOUS OUTSTANDING BILLS 11 CAPITAL ONE PLATINUM MASTERCARD ACCOUNT P.O BOX 85147, RICHMOND, VIRGINIA 23276 A/C NO. 5291-4922-6196-4726; SEE ATTACHED EXHIBIT J. 12 PLATINUM PLUS VISA; P.O. BOX 15483, WILMINGTON, DE 19850-5483; A/C N0. 5474 9756 0031 0501; SEE ATTACHED EXHIBIT K. 13 PROVIDIAN NATIONAL BANK; NEW HAMPSHIRE; A/C NO. 4185-5525-2460-0086; SEE ATTACHED EXHIBIT L. 465.00 151,799.13 13,556.84 5,100.00 1,531.61 1,286.33 935.00 324.00 21.17 327.00 10,475.54 59.57 1,028.34 TOTAL (Also enter on line 10, Recapitulation) S I 18 6 , 9 0 9 . 5 3 YKA~ (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE OF FILE ~lUMBER ,TAMES C_ FELMLEE 21-04'x0555 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 'A NT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [ndude outright spousal distritwtions, and transfers under ', Sec. 9116 (a) (1.2)] ' CAROLE L. FELMLEE - 206-38-7565 133 N. LOCUST POINT ROAD MECHANICSBURG, PA 17055 SPOUSE 264,730.30 2 ROONEY L. FELMLEE - 187-38-0844 71 SOUTH LOCUST POINT ROAD MECHANICSBURG, PA 17055 SON 43,679.02 3 DARYL J. FELMLEE - 162-40-7120 BOX 243 KOOSKIA, ID 83539 SON 33,011.76 4 MELISSA D. HERSH - 196-50-9196 4345 CARLISLE PIKE CAMP HILL, PA 17011 DAUGHTER 33,011.76 RESIDUAL BENEFICIARIES: 1.) CAROLE L. FELMLEE - 34$ 2.) ROONEY L. FELMLEE - 22$ 3.) DARYL J. FELMLEE - 22$ 4.) MELISSA D. HERSH - 22$ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROU GH 18, AS APPROPRIATE, ON REV- 1500 OVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECT10N 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I S VI(~^. PA0305-015 20 (If more space is needed, insert additional sheet of the same size) REV-1514 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN :heck Box 4 on REY 1500 Cover Shee ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-04-0555 This schedule is to be used for all single life, joint or successive life estate and teen certain calculations. For dates of death prior to 5-1-89, actuarial factors for single I'rfe calculations can be obtained from the Department of Revenue, Specialty tax ~lnif. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 51.1-~9 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. ', Indicate the type of instrument which created the future interest below and attach a copy to the tax r~ ^ Will ^ Intervivos Deed of Trust ^ Oth N /A ^ Life or turrl. r Term of Years ^ Life or Terre of Years ^ Life or [~ ] Term of Years ^ Life or ~ Term of Years ^ Life or Tr~rm of Years 1. Value of funtl from which life estate is payable ............................................. $ 2. Actuarial factor per appropriate table ..................................................... Interest table rate - ^ 3 1 /2°/a ^ 6% ^ 10% ^ Variable Rate 3. Value of life estate (Line 1 multiplied by Line 2) .......................................... $ __ _', ^ Life or [~] Term of Years ^ Life or ^ Tenn of Years ^ Life or [] Term of Years ^ Life or ~] Term of Years 1. Value of fund from which annuity is payable ............................................... $ 2. Check appropriate block below and enter corresponding (number) ........................... . Frequency of payout-^ Weekly (52) ^ Bi-weekly (26) ^ Monthly (12) ^ Quarterly (4) ^Serni-annually (2) ^ Annually (1) ^ Other ( ) 3. Amount of payout per period ............................................................ $ 4. Aggregate annual payment, Line 2 multiplied by Line 3 .................................... . 5. Annuity Factor (see instructions) Interest table rate - ^ 3 1 /2% ^ 6% ^ 10% ^ Variable Rate 6. AdjustmentFador(seeinstructions),,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 ............................ $ i i If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 ....................................................... $ rvv ~ t: r ne vawes or me rungs wnicn create the aoove future interests must be reportetl as part of the estate assets) on 'SChetlules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13~i anQl 15 through 18. wua- eAe3e~-cie ze (If more space s needed, insert addrtanal sheets of the same size) REV-1647 EX+(9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE M FUTURE INTEREST COMPROMISE Check Box 4a on Rev-1500 Cover Sheet ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-04-0555 This Schedule is approprlate only for estates of decedents dying after December 12,1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future inkerast vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. _ ^ Will ^ Trust ^ Other I. Beneficiaries ', NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH ' AGE TO _ ! NEAREST BIRTHDAY 1.N/A 2. 3. 4. 5. IL For decedents dying on or after July 1, 1994, if a surviving spouse exerdsed or intends to exerdse a right of I ' dirawal within 9 months of the decedents death, check the appropriate block and attach a copy of the document in which the surviving spouse exerdses such withdrawal right. ^ Unlimited right of withdrawal ^ Limited right of withdrawal III. Explanation of Compromise Offer. itV. Summary of Compromise Offer: 1. Amount of Futurelnterest ................................................................ $ 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also indude as part of total shown on Line 13 of Cover Sheet) ....... $ 3. Value of Line 1 passing to s ouse at appropriate tax rate Check One ^ 6%, [~] 3%, ^ 0°k ........................ $ (also indude as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate Check One ^ 6%, ^ 4.5% ............................... $ (also indude as part of total shown on Line 16 of Cover Sheet) 5. Value of Line 1 taxable at sibling rate (12%) (also indude as part of total shown on Line 17 of Cover Sheet) ....... $ 6. Value of Line 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) ....... $ 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) ......................... $ '~"' eA°~ ~5-a„ `` (If mare space is needed, insert additional sheets of the same size) __ -_ - r r __ REV-1649 F,(+ (6-98) _ SCHEDULE O COMMONWEALTH of PENNSYLVANW ELECTION UNDER SEC.9113(A) INHERITANCE TAX RETURN (SPOUSAL DISTRIBUTIONS) RESIDENT DECEDENT ESTATE OF FILE NUMBER JAMES C. FELMLEE 21-04-0555 Do not complete this schsduk unNss the sstab k+ making tln election to tax assets under Section 9113(A1 of tM InherMance d~ Tax AcL H the elecbort applies to more than one trust or similar arrangement, a separate form must be fi for each trust This ebction applies to the Trust (marital rosiduai A B Bye-pass Unified CrodrG etc ) If a trust or smelar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar anangemerrt is listed on Schedule 0, and b. The value of the trust or similar anangement is entered in while or in part as an asset on Sdtedule 0, then the transferors personal representative may speclfieally identify the bust (aN or a frectiatal portion or pert:erttage) to be included in the n to have such trust or sim- Ner property treated as a taxable transfer in th's estate. If less than the entire value of the trust or similar property is included as a taxable tiara on Sd>aduie 0, the personal representative shah be considered to have made the election only as m a fraction of the trust or similar anangement The numerator of this is equal to the amount of the trust or sirt~ar arrangement included as a taxable asset on Schedule 0. The derxxninat~ is equal to the total value of the trust or similar a prnent Part A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which, pass to the decedent's surviving spouse under a Section 9113(A) trust or similar arrangement. Description N/A Value Part A Totai $ I, . Part B: Enter the descxiption and value of all interests included in Part A for which the Section 9113(A) election to is being made. Descripion alue Part B Total $ (H more space is needed, insert additional sheet of the same size ) Exhibit "B" PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, Customer Care/Sales Manager , of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newslbaper of general circulation in the Borough of Cazlisle, County and State aforesaid, was ', established December 13,1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto isj exactly the same as was printed and published in the regulaz editions and issues o~ THE SENTINEL on the following date(s). Tune 22, 29, Tuly 06, 2004 COPY OF NOTICE OF PUBLICATION Affiant further deposes that he/she is'I not interested in the subject matter of the aforesaid notice or advertisement, an~ that all allegations in the foregoing statement as to time, place and character of publication aze true. Sworn to and subscribed before me this 07th day of ul 2004 N Public My commission expires ('_ ~ a(~~ PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the ~ounty and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Cazlisle in the County and S to aforesaid, was established January 2, 1952, and designated by the local courts as the official leal periodical for the publication of all legal notices, and has, since January 2, 1952, bee~l regulazly issued weekly in the said County, and that the printed notice or publication attached ~lereto is exactly the same as was printed in the regulaz editions and issues of the said Cumberland Law Journal on the following dates, Affiant further deposes that he is authorized to verify this statement by the Cl~mberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoi~lg statements as to time, place and character of publication aze true. .~..~ Coyne, ditor Felmlee, Jame. C., decd. Late of Silver Spring Township. Executor. Rooney L. Felmlee, 71 South Locust Point Road, Me- chanicsburg, PA 17055. Attorneys: John R. Beinhauer, Esquire, Beinhauer & Curdllo, 3964 Lexington Street, Harris- burg, PA 17109. JUNE 25, JULY 2, 9, 2004 SWORI~O AND SUBS ED befor~ me this 9 day of JULY 2004 NOTARTIKL SEAL ~ LOTS E. SNYDER, Notary Public Carlisle Bao, Cumberland Courtly My Commission Expires Merc~r5, 2005 - _ __ r a. O.~'./~t~.;l~ 5.~? ~'1': ~. ~ ~~ :PLC:: F~CISTch QF ~i-ILLS Or L` utl~ ,,~,^~~ CGt:`~'Y, PEZ'~,'SYLv:+r~l~ Nsme of Dacader~t:~„~~ ~5 L~_ T G,~/ '1 ~Q~ Date e.`De~h:~ 't' Fil: Nu^b:r: ~ ~ 6 ~ ~ tq Pu~~:ta<;t w P~. O.C. Pule ~.1~ r reYorr L'^~ foi!~lsnrg ~s:art; r~es+•C; t~ CrIw~!C:14:] Of trC z~;l'~itl~s~l'8*.ior of ~, ~ r . the above-captioned estate: , .. .. _. ... _ I ...._ .... _. 1. State whtxher administration of tle estate is complete: ......... . .... ..... ~~~ ©No 2. If the answeris No, state when the personal representative ' . reasonably believes t ;at the administration v~ ill be complete: , 3. If the ans:~*rer to No.. l is YES, state lac followir:?:. a. Did the personal t~epresentative file a f nal~account with the Court? ....... Q~Y1Ls ~No b. The separate Orphans' Court ldo. (if any) for the personal tepnaentativo's account is: . - -~---~ . c. Did the personal representatize state an accouut .... informally to the parties in ir-terest? , :........... .. . .... . .......... ' ~l~es ©Na , _. d. ~opit:s of receipts, rt:leastes, joinders and aoCrovals oP formal or irfonnal aacolun~s tray be , . filed wi45 t;~e Clerl< of the Orphatts' Court and may be a~,ached to thi3 report. , w ~ : ~ - Sisee~ a oj? ~ ..n; rnir Form ~ ~_ G ~; ,~ c~5~~, Capacity: ©Peraonat Req;esentative ~) o~uaul ~ o ~ Q ~ '1~ Cam;- ~ ' EZ ~'? O. ~ ~ A'rtm~ slPtrm~ Filinr this Form , C: L H ~ ~~ ~J ;z ca `~ V r°J ~ `' / ~~l ~ -/ ~ Q ~T~ TNcp~~one - ~ i __- f ~__ 1 .,.......