Loading...
HomeMy WebLinkAbout06-18-10 (2) 150561D101 REV-1500 ext°1.1°' PA Department of Revenue OFFICIAL USE ONLY pennaylvaMa Bureau of Individual Taxes ~~~^~^*~~~ Coun Code Year File Number ty _ ._ _ .. ._.... . INHERITANCE TAX RETURN L.. ~~ Po Box ZSo6o>, Harrisburg, PA 1128-0601 RESIDENT DECEDENT ' ~ i ~ ~ a ~ ~R~ ENTER DECEDENT INFORMATION BELOW ~ Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYWY .... ..... _. _._... _.. ...._.. _.. 187-16-5726 09/19 /2009 03/28/1920 _.. ame _ ~ _ _.. Suffix First Name _ .. .. ....__ . ._ ,,. OULOUMES _... t N , HARRY ' _. _.. ... (tf Applicable) Enter SurvNing Spouse's Information Below pouse s Last Name _... ._ .... .,.. , Suffix .... .......... _. _..... Po e s First Name MI TOULOUMES r MARY i ~ C Spouse's Social Security Number _ _ ... _... .... .... , ..__......: ~ _ .... THIS RETURN MUST BE FILED IN DUPLICATE WITH THE# 61 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return} (date of death prior to 12-13-82)' O 4. Limited Estate m 4a. Future Interest Compromise (date of O 5. Federal Estate Ta# Return Required death after 12-12-82) Qp 6. Decedent Died Testate QD 7. Decedent Maintained a Living Trust U 8. Total Number of S~fe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Lkgation Proceeds Received O 10. Spousal Poverty Credit (date of death OD 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE Name Daytime Telephone Nun STEVE C. NICHOLAS, ESQ. ~'~ ' (717) 540-77 - 46 State ZIP Code REGISTER WIL S USE 014111f I7~ ' ~~ }' L/j CU 7° t j~ ~ _ ~: ~ E't~t ~ D -~ - O ,~ PA 117112-1099 -.~ Corcespondent's e-mail address: Under penalties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my owledge and belief, it is true, correct and oanplete. Dedaretion of preparer other than the personal representative is based on atl information of which proparer h s any knowledge. SIG F PERSON RE SIBLE R FILING RETURN DA ADDRESS O 759 MANf~R OAD, CAMP HILL, PA 17011 2215 FOREST HILLS DRIVE, SUITE 37, HARRISBURG, PA 17112 PLEASE USE ORIGINAL FORM ONLY Side 1 150561D101 1505610101 J T0: r~~7r ` r-}~ .. t~ r. ~r r- :. td ~P REV-1500 EX Decedent's Name: HARRY N. TOULOUMES 187-16-5726 Decedent's Sodal Sep Number RECAPITULATION 1. Real Estate (ScheduleA) ............................................. L 616,061.00 2. Stocks and Bonds (Schedule B) ....................................... 2 a, .... 242 265 15 ._.". ...............~. ,.....,... ,....,. ..,"_...,.....,,. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. ~' 1 0.00 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. ! 0.00 , 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. -; 0.00 ', 6. JanUy Owned Property (Schedule F) O Separate Billing Requested ....... 6. 0.00 ', 7~ ransfers & Miscellaneous N t r y (Schedule t O Se a ate Bilfn Re nested........ P 9 q 7. i' 1,433,218.00 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. '2,291,544.15 ', 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 98,780.97 .,.,. ..,r,...,.. .,..." ... ...........~ .. _ , . ,.......... 10. Debts of Decedent, Mort a e Liabilities, and Liens Schedule I .............. 9 9 ( ) 10. i ~ 0.00 , ~ .,.~ ._... .,".,_.,w.. .._,..,~ ..."_.. ., .,_.,.i 11. Total Deductions total Lines 9 and 10 .. ( ). ............................ 11 ,97 ~, 98,780 12. Net Value of Estate Line 8 minus Line 11 .............................. ( ) 12. '~....._.. ._......,..,..".._.,." ,.... ..,.«....."^ ..."...,,18 2 192 763 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which I """" "'" """""'" ""'"'""" °""""""°" "'" ""` "" °"~ an election to tax has not been made (Schedule J) ........................ 13. , 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. a ",192,763.18 ~'~ TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 _ ...._.. ..i .......... _.._._._ . .. ,.._..._,.... . (a)(1.2) x .oQ ' 1,067,793.18 '~ ' 15. k 0.00 ~ 16. Amount of Line l4 taxable ....,.....,...._....~ _.__,..._ ." ....... ........,..,.,.,. "........,.,,,,,._._....,._ .....,.., ..,,,~_._._ , at lineal rate X .0 4.,L` ', 1,124,970.00 i 16, 50,623.65' 17. Amount of Line 14 taxable at sibling rate X .12 ~ ' 17. '' 0.00 18. Amount of Line 14 taxable at collateral rate X .15 18 j 0.00 19. TAX DUE ....................................................... .. 19. F 50,623.65 i 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ 1505610105 Side 2 1505610105 1505610105 J ~~ __ __ REV-1500 EX Page 3 Decedent's Complete Address: Fik Number DECEDENT'S NAME HARRY N. TOULOUMES STREET ADDRESS 759 MANOR ROAD CICAMP HILL STATEPA ~P17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 2,531.18 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Lire 2, enter the difference. This is the TAX DUE. 50,623.65 Total Credits (A+ B) (2) 54,781.18 (3) (4) 4,157.53 (5} Make check payable to: REGISTER OF WILLS, AGENT. . - , ~ s . ~;;~ ~.~~~.~~:.. f~~ . s~ ~ '~i, ~,'rtat~~;.~l~tiF;~~ii~ : '~~~t~;, ~ ~ , k PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIA'~E BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use a incase of the property transferred :.......................................................................................... ~ ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ Q ^ c. retain a reversionary interest; a .......................................................................................................................... ^ x^ d. receirre the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ ><^ 3. Did decedent own an "in Dust fo-' or payable-upon-death bank account or security at his or her death? .............. ^ Tr^ 4. Did decedent own an individual retKement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ^ IF THE ANSW~~EppR TO ANY O,tF THE! ABOVE QUESTI&ONS~IgSy~fIY~E~Syl~YeOU MUST C~flOMPLE€TE SCHI~ED~ULE G AND FILE IT AS RT OF THE RETURN.tl~I ..~ ~R'hfi ~.'`f~1~~?F~~'~7r~'~ ,~. '.f~'Y~ ,~~ ~~:r~~1 ~{347!~1k:~EtBi!~ X11 ~~~ .t3'1'~f~~„.~v.ie'~3~SEl:~a'~„~~ ~.. . ~B For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the usle of the surviving spouse is 3 percent 172 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements fbr disclosure of assets and filing a tax return are still applicable even ff the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the Ulse of a natural parent, an adoptive parent or a stepparent of the child is 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 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]~ A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 52,250.00 REV•1502 EX+ (11-08) •~ r~ ` pelnnsylvalnia SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMB R Harry N. Touloumes 21-09-1166 All real property owned solely or as a tenant in common must bo reported at fair markot value. Fair market value Is defined as t e 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 that is jolntlyrowned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER ' OF DEATH DESCRIPTION i. Parcel Number 13-09-015, 168 acres +/-, Susquehanna Township, Juniata County, PA ', 172,707.00 Tracts Nos. 1, 2 and 3 at Deed Book 105-01) Assessed value times common level ratio - $25,030 x 6.90 = $172,707 2. Parcel Number 13-09-019, 130 acres +l-, Susquehanna Township, Juniata County, PA 148,350.00 (Deed Book 105-41) Assessed value times common level ratio - $21,500 x 6.90 = $148,350 3. Parcel Number 05-02-014, 43.12 acres +/-, Greenwood Township, Juniata County, PA (Deed Book 133-251) Assessed value times common level ratio - $3,430 x 6.90 = $23,667 23,667.00 4. Parcel Number 56-009-059, Canal Street, Village of Sand Beach, South Hanover Township, Dauphin County, PA (Deed Book 2009-480) Assessed value times common level ratio - $27,000 x 1.42 = $38,340 38,340.00 5. Parcel Number 09-061-017, 72-74 S. 14th Street, City of Harrisburg, Dauphin County, PA (Deed Book Q-63-557) Assessed value times common levelratio - $20,700 x 1.42 = $29,394 29,394.00 6. Parcel Number 09-18-1304-072, 759 Manor Road, East Pennsboro Twp., Cumberland County, PA (Deed Book 29-X-846) Assessed value times common levelratio - $161,590 x 1.26 = $203,603 203,603.00 TOTAL (Also enter on Line 1, Recapitulation.) ; ' 616,061.00 If more space is needed, insert additional sheets of the same size r,T REV-1503 EX+ (6-98j scNEOU~~ s COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fill NUM6ER Harry N. Touloumes 21-~09-1166 All DfODBItY IOIIIuV-OWfI@d with ~faht of survivershie must hn di.elnend r.~ e~tied••~e a I ~•• ••~~•~ ~ro~o w ncvuw, uiacil tlYUnNllai 5f19B[S Of 1f18 S8IT18 SIZ@) '~,, REV-1510 EX+ (08-09) ~ Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUM Harry N. Touloumes 21-09-1166 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 Ms yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCUIDE THE NAME OF trlE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TMNSF9I. ATTACH A C0/1' OF THE DEED FDR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EX~LUSION pF CABLEJ TAXABLE VALUE 1• Fulton Financial Advisors Clermont Wealth Strategies, successor inTrust to ' The Fulton Bank, as Trustee, under Agreement dated March 19,1986. The 1,433,218.00 100 0.00 1,433,218.0( Decedent's wife, Mary Touloumes, is the sole beneficiary of this Trust during her lifetime, with remainder benefits for the Decedent's children/issue. This Trust was subject to judicial modification, per the attached Decree of Dauphin County Orphans' Court Division. PO Box 1 i 89 Harrisburg, PA 17108 SETTLOR: Harry Touloumes TRUST NAME: H Touloumes D/T ACCOUNT NUMBER: 41 F-169-01-9 TOTAL (Also enter on Line 7, Recapitulation) ~ I 1,433,218.00 If more space is needed, use additional sheets of paper of the same size. I REV-1511 EX+ (10-09) ~ pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUM ER Harry N. Touloumes 21-09-11166 Decedent's debts must be roported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES; I' Burial -Davis S. Myers Funeral Home 10,024.74 2. Funeral luncheon & coffee - St. Catherine Philoptohos Society 3,500.00 3. Memoriam -Holy Trinity Greek Orthodox Cathedral 1,000.00 a. Gratuity -Clergy 100.00 s. Lots, perpetual care ~ memorial markert - Paxtang Cemetery Association 5,157.00 g• Koliva 40-day Service -Peggy Orosz 100.00 ~. 40-day Service luncheon -Perkins Restaurant 8 Bakery 477.00 e. ADMINISTRATIVE COSTS; 1. Personal Representative Commissions: 20,000.00 Name(s) of Personal Representative(s) _Steve_C._Nicholas, _Esc~. ,^_ - _ _ - Street Address 2215 Forest Hills Drive Suite 37 city Harrisburg -_____- state PA zIP 17112 - Year(s) Commission Paid; TBD z• Attorney Fees: 24,000.00 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3,500.00 Claimant __Mary C _ Touloumes______...------_----------.---------__---- Street Address 759 Manor Road city Camp Hill _______T_ _ - -__ state PA z1p 17011 __ Relationship of Claimant to Decedent Wlfe 4• Probate Fees: 732.50 5• Accountant Fees: 6. Tax Return Preparer Fees: ~• See schedule attached 30,189.73 TOTAL (Also enter on Line 9, Recaoitulationl 98,780.97 If more space is needed, use additional sheets of paper of the same size. Toulotunes Harry Sche H scn/est SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS (Continued) Estate of Harry Toulouraes File Number:121-09-1166 Deb4 of dscedpt mutt be reported w ScAeduk I. B, ADMINISTRATIVE COSTS: 7. Short certificates -Register of Wills of Cumberland County $ ', 20.00 8. Advertising -Cumberland Law Journal $ '' 75.00 9. Advertising -The Sentinel $ 198.16 10. Postage, overnight mail, copies, notary -Nicholas Law Offices, PC $ 90.00 11. Income tax preparation - Lanry B. Shoop, CPA $ ', 475.00 12. Stock evaluation services -Spangler Financial $ 1,500.00 13. Actual Trustee's commissions from date of death to 4/30/2009 - $ 8j,024.57 Fulton Bank 14. Estimated Trustee's commissions from 5/1/2010 to 9/18/2010 - $ 41,807.00 Fulton Bank 15. Estimated attorney's fees for Trustee's counsel re: Judicial $ I $,000.00 modification of Decedent's trust agreements and related matters- Rhoads & Sinon, LLP TOTAL (Carry forward to main schedule) $3Q,189.73 REV-1513 EX+ (O1-10) r, ` pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE 8 E N E FICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Har N. Touloumes 1-09-1166 NUMBER NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under ~ Sec• 9116 (a) (1.2).] 1• Mary C. Touloumes Surviving spouse ' 1,067,793.18 759 Manor Road Camp Hifl, PA 17011-1718 i 2. Decedent's Trust under Agreement flblo spouse for life, remainder to Trust childrenlissue I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV•1500 COVER SHEET, AS AP II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE ANO GOVERNMENTAL DISTRIBUTIONS: L TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I~ If more space is needed, use additional sheets of paper of the same size. 1,124,970.00 REV-1647 EX~ (02-LO) ' ~ ' Pennsylvania SCHEDULE M DEPARTMENT OF REVENUE FUTURE INTEREST COMPROMISE INHERITANCE TAX RETURN RESIDENT DECEDENT (Check Box qa on REV-i$oo) ESTATE OF FILE NUMBER Harry N. Touloumes 21-09-1166 This schedule is appropriate only for estates of decedents who died after Dec. 12, 1982. This schedule is to be used for all future interests where the rate of tax that will be applicable when the future intereest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument that created the future interest and attach a copy to the tax retirurn. ^ Will ® Trust ^ Other I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY i Mary C. Touloumes Surviving spouse 09/03/1926 ~ 83 2. 3. L 4. 5. II. For decedents who died on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within nine months of the decedent's death, check the appropriate box below and attach a copy of the document in wh ch the surviving spouse exercises such withdrawal right. ^ Unlimited right of withdrawal ® Limited right of withdrawal III. Explanation of Compromise Offer: The Executor proposes that the actuarial value of the life estate and remainder interests, per IRS actuarial factors attached, be (taxed pro-rata i.e. , , 0.19953 to spouse and 0.80 to the Decedent's children, as remainder beneficiaries. I IV. Summary of Compromise Offer: 1. Amount of future interest ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, $ ~ 1,405,386.00 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 REV-1500.) ... , . , , , $ 0.00 3. Value of Line i passing to spouse at appropriate tax rate Check one. ^ 6%, ^ 3%, ® 0% . .. . . .... . . . .. . ..... $ 280,416.00 (Also include as part of total shown on Line 15 of REV-1500.) 4. Value of line 1 taxable at lineal rate Check one, ^ 6%, ®4.5% ... . .. . .. . .. . .. . ...... . ... $ 1,124,970.00 (Also include as part of total shown on Line 16 of REV-1500.) 5, Value of Line 1 taxable at sibling rate (12~!°) {Also include as part of total shown on Line 17 of REV-1500.) ........ $ 0.00 6. Value of Line 1 taxable at collateral rate (15%) (Also include as part of total shown on Line 18 of REV-1500.) ........ $ 0.00 7. Total value of future interest (sum of Lines 2 thru 6 must equal Line 1) ,, , ,,,,, , , , , , , , , , , , , , , , $ i 1,405,386.00 If more space is needed, use additional sheets of paper of the same size. REV•1649 EX+ (6-96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scNiou~E o ELECTION UNDER SEC.9113(A) (SPOUSAL DISTRIBUTIONS) E5TA7E OF FILE NUMBER Harry N. Touloumes 21-09-116 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritanc$ & Estate Tax Act. It the election applies to more than one trust or similar arrangement, a separate lorm must be filed for each tr~st. This election applies to the Trust WA 3.19-8B as reformed _ Trust (marital, residual A, B, B~-pass, Unified Credit, etc.). n a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement Is listed on Schedule 0, and b. The value of the trust or similar arrangement Is entered in whole or in part as an asset oh Schedule 0, then the transferors personal representative may specifically Identify the trust (all or a fractional portion or percentage) to be included in the elac}ion to have such trust or sim• filar property treated as a taxable transfer In this estate, If less than the entire value of d1s trust or similar property is included as a taxable transfe on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this tra ion 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 ar ngement. 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. Decedent's Trust under Agreement, dated March 19, 1986, with Fulton Bank, as judicially modified by attached Decree of Dauphin County Orphans' Court Division, for the sole lifetime benefit of the Decedent's widow, Mary Touloumes, with remainder to the Decedent's childrenrssue. After reduction for Trustee's commissions and Trustee's counsel fees, the Trust had a date of death value of $1,405,386. The actuarial value of the widow's life interest is 20% (value - $280, 416) and the actuarial value of the children's remainder interest is 80% (value $1,124.970). Part A Total ~ $ 1,405,386.00 Part B: Enter the description and value of aN interests included in Part A for which the Section 9113(A) election to t x is being made Descrlotron ,. . Decedent's Trust under Agreement, dated March 19,1986, with Fulton Bank, as judicially modified by attached Decree of Dauphin County Orphans' Court Division, for the sole I'rfetime benefit of the Decedent's widow, Mary Touloumes, with remainder to the Decedent's children/issue. After reduction for Trustee's commissions and Trustee's counsel fees, the Trust had a date of death value of $1,405,386. The actuarial value of the widow's Iffe interest is 20°k (value - $280, 416) and the actuarial value of the children's remainder interest is 80% (value $1,124.970). Part 8 Total ~ $ more space is needed, insert additional sheets of the same size) 1,405,386.00 1,405,386.00 1,405,386.00 _~ ~L_ Annuity, Life Estate, and Remainder Factors Estate and Trust of Harry Touloumes, Deceased Date of Death September 19, 2009 Actuarial Value of Life Interest of Surviving Spouse, Mary Touloumes (Bom: September 3, 1926, age 83) in the Decedent's Trust Under Agreement With Fulton Bank, Trustee. $1,433,218.03 Date of Death Value, Less Trustee's Commissions ($12,831.57) and Trustee's Counsel Fees ($15,000) _ $1,405,386.46 ', Net Value. Prepared by Robert R. Church, Esq. on May 18, 2010 Transfer Date: 9/2009 §7520 Rate: 3.40% Calculation Type: Life Principal: $1,405,386 Lives: 1 ', Ages: 83 Llfe Estatg Remainder Factor: 0.19953 0.80047 Value: $280,418.76 $1,124,969.70 Touloumes Harry wills/scn N ,, ~ ~~ LAST WILL AND TESTAMENT ,;~~ t O F `rte ~ ~-.r „~^ =1 HARRY TOULOUMES c~o n ~'" . xf ~ ' 1 _ r I , HARRY TOULOUMES of 759 Manor Road, ~ _... ~ ~~' Camp Hill, ~umberl~hd County, Pennsylvania 17011, declare this to be my Last', Will and revoke any Will or Codicil previously made by me. ITEM I: I direct that all expenses of my last illness and funeral, including my gravemarker and perpetual care, '', shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by, whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate, without apportionment. ITEM III: I devise and bequeath all the rest, residue, and remainder of my Estate of every nature and wherever situate, to my wife, MARY TOULOUMES, providing that she survives me',by thirty (30) days. ITEM IV: Should my wife, MARY TOULOUMES, predecease me or die on or before the 30th day following my death, I'~make the following specific bequests: a. To my grandson, KENNETH TOULOUMES, JR. I givle, devise and bequeath the sum of Ten Thousand and no/100 ($1'i0,000.00) Dollars, providing that he survives me by thirty (30) days. b. To my granddaughter, ALEXANDRA TOULOUMES,I, I give, devise and bequeath the sum of Ten Thousand an~ no/100 !$10,000.00) Dollars, providing that she survives me y thirty !30! days. c. To my grandson, ELI H. PETROFF, I give, devise and bequeath the sum of Ten Thousand and no/100 ($10,000.00)' Dollars, providing that he survives me by thirty (30) days. 1 -r -~_ _, d. To my grandson, ALEX bequeath the sum of Ten Thousand providing that he survives me by L. PETROFF, I give, devise and and no/100 ($10,000.00) Dollars, thirty (30) days. ITEM V: Should my wife, MARY TOULOUMES, predecease me or die on or before the 30th day following my death, I give, devise and. bequeath any interest which I may have in the reel estate ]mown and numbered as 3990 Sumner Drive, Harrisburg, Pennsylvania 17109, to my son, GREGORY TOULOUMES, providing that heysurvives me by thirty (30) days. Should my son, GREGORY TOULOUMES predecease me or c~ie on or before the 30th day following my death, I then give, devise and bequeath any interest which I may have in the real estate known and numbered as 3990 Sumner Drive, Harrisburg, Pennsylvania 17109, to my daughter-in-law, PEGGY TOULOUMES, providing'', that she survives me by thirty (30) days and further providing ',that she and my son, GREGORY TOULOUMES, were still married at the time of my son's death and no divorce proceeding were then 'filed or pending. In the event that subsequent to the date of this Fast Will and Testament, I have entered into any agreement to sell 3990 Sumner Drive, Harrisburg, Pennsylvania 17109, to my song, GREGORY TOULOUMES and/or my daughter-in-law, PEGGY TOULOUI~ES, any obligation owed to me is hereby forgiven. ITEM VI: I give, devise and bequeath all the rest, residue, and remainder of my Estate of every nature and wherever situate, as follows: a. One (1) equal share to my son, KENNETH TQULOUMES, providing that he survives me by thirty (30) days. b. One (1) equal share to my daughter, VICKIE',PETROFF, providing that she survives me by thirty (30) days. should my daughter, VICKIE TOULOUMES, predecease me or die on or before the 30th day following my death, I then give, devise and bequeath her share of my estate to her husband, PHILLIP PETROFF, providing chat he survives me by thirty (301 days. c- One (1) equal share to my daughter, CALLIE T~ULOUMES, providing that she survives me by thirty (30) days. d. One (1) equal share to my son, GREGORY TpULOUMES, providing that he survives me by thirty (30) days. In making this bequest, it is my intention to treat all my children. equally, taking into consideration gifts which my wife, 2 MARY TOULOUMES and I have made to all of our children during our my lifetimes and in addition, to our son, GREGORY TOULOUMES, in ITEM V, of this Last Will and Testament. Also, taking into consideration the total proceeds of any life insurance which may be payable to any of my children upon my death. In computing and determining the equal share to which each of my children shall be entitled to receive, I direct that each share shall be determined with the assumption that I have made the following, lifetime gifts, as follows: to my son KENNETH TOULOUMES, the sum 'of Twenty Five Thousand and no/100 ($25,000.00) Dollars; to my ',daughter, VICKIE PETROFF, the sum of Twenty Five Thousand arld no/100 ($25,000.00) Dollars; to my daughter, CALLIE TOULOUMES~ the sum of Five Thousand and no/100 ($5, 000.00) Dollars; and, to my son, GREGORY TOULOUMES, during our lifetimes and in ITEM V~ of this Last will and Testament, the sum of One Hundred ar~d Twenty Thousand and no/100 ($120,000.00) Dollars; plus, 'any life insurance proceeds which are paid to any of my children as a result of my death. ITEM VII: Until such time as my daughter, CALLIE TIOULOUMES, shall have reached the age of sixty (60) years, I give, devise and bequeath her share of my estate, to my Trustee helreinafter designated, IN TRUST, for her benefit to be administered as follows: a. To pay the net income from said trust to my daughter, CALLIE TOULOUMES, on a monthly basis or more often; at the discretion of my trustee. b. To pay so much of the principal as is deemed ',necessary for medical expenses, support, and other items of necessity for my daughter, CALLIE TOULOUMES, at the sole discretion of my trustee. c. The amount to be paid from principal for the bjenefit of my daughter, CALLIE TOULOUMES, shall be determined from time to time by the need of my daughter, CALLIE TOULOUMES, and the amounts and times of said payments shall be determined by such need. The said payments may be made by my said trustee directly to my daughter, CALLIE TOULOUMES, or may be made', in the discretion of my trustee, directly to the person hiving the custody and care of her or may be made by my said trustee directly to any institution entitled to such payment by 'reason of ser~.- ices rendered or to be rendered to her. In making the aforesaid payments, my said trustee shall give' primary consideration to the individual needs of my daughter and to other sources of income and funds, such as insurance proceeds, etc., available for her support. 3 d~ To pay the accumulated income and principal to my daughter, CALLIE TOULOUMES, when she attains the age of sixty (60) years. e. Should my daughter, CALLIE TOULOUMES, die before reaching the age of sixty (60) years, the then-remaining principal and accumulated income of the trust shall b' paid in equal shares to my children, KENNETH TOULOUMES, VICK I PETROFF and GREGORY TOULOUMES, providing that they are living at that time. f. Should the principal of this trust be or become too small in the Trustee's discretion so as to make establishment or continuance of the trust inadvisable, my Trustee or my, personal representative may make immediate distribution of t~'~,he then- remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportion they are then entitled to income. ITEM VIII: I hereby authorize and empower my executors hereinafter named to sell all of the real property and any or all of the personal property not specifically bequeathed herein, which I may own or to which I am entitled at the tide of my death, in the sole discretion of my Executors at private or public sale, without an Order of Court, at such time or Mmes and upon such terms as the said Executors shall deem proper for the best interests of my estate or of my beneficiaries,', thereby converting the same into cash. I further authorize and e~power my said Executors to execute, acknowledge and deliver ail proper writings and deeds of conveyance and transfer thereof. ITEM IX: I appoint FULTON BANK, and my attorney, ', STEVE C. NICHOLAS, Esquire, Trustee of any trusts created by this;, my Last Will and Testament. ITEM X: The principal and income of any bequests br trusts created hereunder shall be free from anticipation, assignment, pledge or obligation of any beneficiaries and shall' not be subject to any execution or attachment or to voluntary or involuntary alienation. ITEM XI: I appoint my wife, MARY TOULOUMES, my friend, PAUL S_ KELLER, now of 19 Marshall Drive, Camp Hill, Pennsylvania, and my friend and attorney, STEVE C. NICHOLAS, as Executors'of this, my Last Will. I direct that any dispute between the three {3) shall be resolved by a majority vote. 4 ITEM X: I direct that my Executors or any Trustee appointed herein, or their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seas the 8`~' day of June, 1998. ~~ , -=~-ate - -tP(°f~"' l'.5~ HARRY T L JMES 5 The preceding instrument, consistin of this and five other typewritten pages, identified byg the signature of the Testator, was on the day and date thereof signed, published and declared by HARRY TOULOUMES the Testator therein named, as and for his Last Will, in the presence of us, who, at his request and in his presence and in the presence of each other, have subscribed our names as witnesses hereto. i / % ~ 1 d of '~1 C,'~.~t,~vi.c '~ ... ~ n f /~ ~ J ~, 6 ____. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN I, HARRY TOULOUMES, the Testator whose name is signed to the attar_hed or foregoing instrument, 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. Sworn to o h affirmed and acknowledged before me''by HARRY TOULOUMES this 8 day of June, 1998. /. HARRY T LIMES ,~~ + .. ~) ~+ 4; e:: ,~~ '1v. a ...,. Notary Public _.. NOTARIA c~ify G,f Finrn~;bur{~~ U ~~~.,.:. I~ C1kgf1 ~t.~~.1.~i ' 7 COMMONWEALTH OF PENNSYLVANIA . COUNTY OF DAUPHIN SS. WE, the undersigned witnesses whose names are signed to the attached or 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 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 be$t 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 before me by the undersigned witnesses, this 8"' day of June, 1998. 1J Witness / ~ry~ / // Witness ~' ,~ l~F Notary Public --~~~ f~C3TARiAL REAL ~:T~ Vt~.t; ,_N:iC;.ttolP,Agr~Di0lNUy~~rgBr. <.Lry~ n. 1'!tn~t<t?sn'g pAuphlft at~uflt 8 //~~ r A TRUE COPY FROM R£GOFiD S"i~~~ ~ ~ Lo iJ In Testimony wherot, I hereunto aet~my hand and the seal of said Court at Carlisle, PA This %?5 dty of 0 ~ J Glertc it7e' 0rp?~am Court Curnbbrlend County n ~~ r` ~ ~ _ _ 7_~ ~ ._~ -~ - ---c ~ Robert R. Church, Esquire :~~ ~ ; , ~ ~~~~ "; . , ~ , Attorney LD. # 43385 '`~.~ ~;; ~' - ~~ . Keefer Wood Allen & Rahal LLP ~..•.. f--~ -.I.~ ~-,~ .. _~-. .~ , _ 210 Walnut Street _ _ -` ;- . _~ .T P.O. Box l 1963 ~ ~' c..> '' ~ ' Harrisburg, PA 17108-1963 N (717) 255-8059 Attorney for Petitioner IN THE MATT)/R OF THE IN THE COURT OF COMMON PLEAS', ESTATE AND TRUSTS OF Ct)MI3ERLAND COUNTY, PENNSYL`~JANIA HARRY TOULUUMES, a/lc/a OKPHANS' COURT DIVISION j HARRY N, TOtTLUUMES, NO. 2009-01166 DECEASED DECREE FOR REFORMATION AND MERGER OF DECEDENT'S INTER-VIVOS TRUSTS UNDER 20 Pa. C.S.A. $~7740.1(b), 7740.5 AND 7740.8 AND NOW, this,`-, ""'day of ~' , 2010, upon consideration of the Petition of Mary Touloumes (individual)}~ and as Co-Executor), and upon consideration of the materials filed therewith, which have been made; part of the record of this case. and upon the Court's discretionary powers set forth in Sections 7740.1(a), 7740.5 and 7740.8 of the Pennsylvania Uniform Trust Act, 20 Pa. C.S.A. ~~7740.1(a), 7740.5 and 7740.8, it is hereby ORDERED, DECREED AND ADJUDGED as follows: beneficiaries are adequately represented by the consenting beneficiaries hereto. 2. That certain inter-vivos Trust Agreement, dated March 26, 1980, betvNeen Harry Touloumes (the "Decedent"), as settlor, and Fulton Bank, as Trustee (the "] 980 Trusrt") is hereby amended and reformed as hereinafter set forth, with such reformation to be effective lfor all purposes from the date of the Decedent's death, September 13, 2009. 3. The 1980 Trust is hereby merged, for all purposes, with and into that pertain inter- vivos Trust established by the Decedent, as settlor, and Fulton Bank, as Trustee, by tD~at certain inter-vivos Trust Agreement, dated March 19, 1986 (the "1986 Trust Agreement"). 4. Fulton Bank, as Trustee of the 1980 Trust, shall at all times and for a~'1 purposes, hold, administer and distribute any and all trust property of the 1980 Trust, including accrued income, in accordance with the terms of the 1986 Trust Agreement, and such Trust agreement is hereby ratified and approved for all purposes and is hereby deemed to have been fulpy executed and accepted by the Trustee during the Decedent's lifetime, as of September 19, 20fD9. 5. In lieu of the charitable benefits provided in the Decedent's Trust Agjreements, the Petitioner, Mary Touloumes; individually, shall make the following individual chariltable contributions to the organizations indicated, with the same to be paid in full not latep• than one year from the date of this Decree: a. $25,000 to Boyd Memorial Center, a Division of the Presbyterian Church of Harrisburg, a/1'Ja Pine Street Presbyterian Chw•ch, 310 North Third Street, Harrisburg, Pennsylvania 17' 01, without reStPiCtlOn aS 10 USe, b. $50,000 to Holy Trinity Green Orthodox Cathedral of Harrisburg, 1000 Yverdon Drive, Camp Hill, Pennsylvania 1701 1, without restriction as to use. 6. Fulton Bank, as Trustee, is discharged from any and all obligations tp make distribution of any part of the Trust Estate to Boyd Memorial Center, a division of the Presbyterian Church of Harrisburg, a/lcla Pine Street Presbyterian Church, 310 Nol-th Third Street, Harrisburg, Pennsylvania 17101, identified in the 1986 Trust Agreement as l~oyd iVlemorial Center; 234 South Street, Harrisburg, Pennsylvania, and Holy Trinity Greek Orthodox Cathedral of,Harrisburg, 1000 Yverdon Drive, Camp Hill, Pennsylvania 1701 I . :.,: ~::_ _ By the Court: <;=,; ; ~ ~ ~ ~,~» _ _ al.U i.~ _.~, ~ J •, - , ~;~ ~ In Orphans' Co rt Division' ~~~ , 1 :~~ ~ '~~ ~,` ,_ 'i~,,;, DISTRIBUTION L15T: ~' ;; ~ sHoly Trinity Greek Orthodox Cathedral of Harrisburg, 1000 Yverdon Drive, Camp Hill, PA 17011 ' 'Boyd Memorial Center, a Division of The Presbyterian Church of Harrisburg, a/k/a Pine Street Presbyterian ~~~ ` Church, c!o Elyse E. Rogers, Esq., Keefer Wood Allen & Rahal, LLP, 635 N. 12'" Street, Suite 400, Lemoynas, PA 17043 `Pennsylvania Office of Attorney General, Charitable Trusts and Organizations Section, Attn:.lohn L. Downing, Deputy Atty. •General, 14'x' Floor, Strawberry Square, Harrisburg, PA 17120 'Thomas A. French, Esq., Counsel for Fulton Bank/Clermont Wealth Strategies, Rhoads & Sinon, LLP, P.O. Box 1 146, Harrisburg, PA 17108-1 ]46 Robert R. Church, Esquire, Keefer Wood Allen & Rahal, LLP, P.O. Box 1 1963, Harrisburg, PA 17108-1963 3.1.L5.ULLtS TRUST AGREEMENT THIS TRUST AGREEMENT is made this ~/~ day of ' ~r 1986, in the City of Lancaster, State of Pennsylvania, ~'etween HARRY TOULOUMES, as Settlor, and THE FULTON BANK, Lancaslter, Penn- sylvania, as Trustee. ' 1. The Settlor hereby transfers to the Trustel~e the property described in the attached schedule labeled as S~hedule "A", to be held and disposed of as provided herein. The', trust property may be increased at any time by the addition of'~,other assets during the Settlor's lifetime, or by operation ofll,Settlor's Will, or by inter vivos or testamentary gifts from ariy olther per- son. 2. Settlor has designated Trustee as beneficiary of the life insurance policies described and listed in the schedule at- tached hereto and labeled Schedule "B". The Settlor wild continue to be responsible for the payment of premiums on the said insurance policies, and Trustee's only responsibility during the l~.fetime of the Settlor shall be the safekeeping of such policies onl~ISettlor's life as are at any time payable to the Trustee as primary benefici- ary. Trustee agrees to file the appropriate insurance C~aims and to collect the net proceeds of such policies in a lump s~1m upon ,_.,~ J. i. {~..~. V f.4 V maturity thereof by the death of the Settlor and to hold and dis- pose of such proceeds as provided herein. 3. The Trustee, in its discretion, shall holk], manage, invest and reinvest the trust property, togethet• with a!,11 other property, real or personal, that may be added to the must (such property and additions being hereinafter called the "Principal"), and apply and distribute the income and principal from ithe trust in the following mannet•: a. Trustee shall pay the net income therefrom to Settlor for and during his lifetime, in such periodic irhstallments as Trustee shall find convenient but at least as often ~s quar- ter-annually. Trustee shall pay over to the Settlor the principal in whole or in part upon request by the Settlor. ' b. In the event that Settlor becomes mentally or physically incapable, as certified to the Trustee by Set~tlor's personal physician, the Trustee shall, at its discretion, expend income and principal for the Settlor's benefit in such amounts as shall be deemed advisable for the Settlor's comfort, mailntenance, and support in the standard of living to which Settlor wi,as accus- tomed at the time of the creation of the trust. - 2 - ~.1.L~.VLLt3 4. Following Settlor's death, the Trustee shall continue the trust estate, in trust, fot• the following uses and put•poses: a. The Trustee shall pay to the Executot• of the Settlor's estate such amounts as may be necessary to supplement his estate in order to pay taxes and administrative expensed as di- rected in Settlor's Will. In the event that the principal of this trust shall at any time consist of funds received from ~ qualified pension or profit sharing plan, under Section 401 (a) o~ the Inter- nal Revenue Code of 1954, as amended, no portion of said qualified fund shall be used to pay the administrative expenses, debts or any death taxes of the Settlor's estate. b. In the event that Settlor's wife, MANY TOULOUMES, survives Settlor, Trustee shall pay to her the net income on a quarter-annual basis for and during her lifetime or until she t•emat•ries. At the request of Settlor's wife, MARY TOULOUN~ES, Trustee shall annually pay to Settlor's wife, MARY TOULOUMES, the sum of Five Thousand ($5,000.00) Dollars or five (5$) per cent ~!of the current principal, whichever sum is greater, on a non-cumulative basis for and during her lifetime or until she remarries. - 3 - L_.__ 3.1.L~.ULLtf c. The Trustee shall pay to Settlor's wife, MARY TOULOUMES, so much of the principal as Trustee in its scble discre- tion from time to time thinks advisable for maintenance ',and support of Settlor's wife, MARY TOULOUMES. 5. Upon the death of the survivoL of the Settlor and his wife, MARY TOULOUMES, or upon the Settlor's wife's remaU~riage following the Settlor's death, the Trustee shall create!,a separate trust, to be funded with sufficient monies for the follojwing pur- poses; ~~ a. Ten Thousand ($10,000.00) Dollars pert year for each of five (5) years from both principal and accumula~,ed income shall be paid to the HOLY TRINITY GREEK ORTHODOX CATHEDRjAL OF HARRISBURG, 1000 Yverdon Drive, Wormleysburg, Pennsylvanlia, to be used for whatever purposes its governing body shall deem) appropri- ate. b. Five Thousand {$5,000.00) Dollars perllyear for each of five (5) years from both principal and accumulat,~ed income shall be paid to the BOYD MEMORIAL CENTER, 234 South Street, Harrisburg, Pennsylvania, to be used for whatever purposes its governing body shall deem appropriate. - 4 - - - ,.. _ ~.1.L7.UL6tS c. Any remaining undistributed income and principal shall be divided into four (4) equal shares and added to the sepa- rate trusts created hereinafter for the benefit of the'',Settlor's children. 6. Upon the death of the survivor of the Set~itlor and his wife, MARY TOULOUMES, or upon the Settlor's wife's remalrriage following the Settlor's death, the Trustee shall divide',the balance of the trust estate, after establishing the separate truest set forth in Paragraph 5 hereinabove, into four (4) equal s~ares, to be administered and disposed of in the following manner: a. One such equal share shall be set aside in further separate trust for the benefit of each of the S~ttlor's children, RENNETH T. TOULOUMES, VICKI PETROFF, CALLIE T~ULOUMES and GREGORY TOULOUMES. b. While each such child is under the ace of fifty (50) years, income and principal from his or her respecdive sepa- rate trust shall accumulate. As each of the said childr'',en attains the age of fifty (50) years, twenty-five (25) per cent off the principal and accumulated interest shall be paid to the ',said child from his or her trust. As each child attains the age of fifty-one - 5 - J•1•LJ.VLLC (51) years, an additional twenty-five (25$) per cent of the remain- ing principal and accumulated interest shall be paid to said child from his or her trust. As each child attains the age of fifty-two (52) years, an additional twenty-five (25$) per cent of the remain- ing principal and accumulated interest shall be paid to'~said child from his or her trust. As each child attains the age of fifty- three (53) years, the entire remaining balance of principal and accumulated interest shall be paid to said child from Nils or her trust. c. Trustee may, in its sole discretion, advance portions of the principal of his or her separate trust tb any of the Settlor's children, provided that the intended use i~ for extreme medical emergency which the Trustee feels will p~.omote such child's welfare. Such emergency must be certified to by a medical doctor. Advances shall not be made for medical treatmen# to the extent such treatment is covered by medical insurance cauried for such child's benefit, Medicare, Social Security or other such similar policies or programs. d. In the event that any one of the Settl'~or's children dies before receipt of the final distributive share from his or her separate trust hereunder, or has died prior to the time - 6 - J•1.L~.VLLd for setting aside shares for such separate trusts, leaving surviv- ing children, that deceased child's share shall be div~.ded into further separate equal trusts for the benefit of his or her surviv- ing children, to be held in trust subject to the terms and condi- tions hereinafter contained. In the event that any one of the Settlor's children dies before the receipt of the final distributive share from his or her separate trust, or has died prior to the time for setting aside shares for such separate trust, and leaving no surviving children, then such deceased child's share shall be distributed i',n equal shares to the respective separate trusts for the other children of the Settlor, to be held and administered in accordance with the provisions herein. e. In the event that any grandchild of lthe Settlor becomes entitled to a distributive share hereunder, such grand- child's share shall be held in trust until such minor grandchild attains the age of twenty-five (2S) years, Trustee havi~hg the discretionary power to pay to the grandchild or to any ether indi- vidual or entity on the grandchild's behalf so much of the income and principal of that grandchild's separate trust as it deems necessary for the health, maintenance, education and support of such grandchild. - 7 - ~. _ _. _ _. .+. +. a.J. VLf.V In the event that any grandchild of the Settlor dies prior to the receipt of his or her final distributive share at age twenty-five (25) years, the share of such grandchild shill be distributed to his or her surviving issue, er stirpes. Should such deceased grandchild have no issue surviving, such grandchild's share shall be divided equally between his or her surviving broth- ers or sisters, subject to any trust created hereunder v~hich may still be in. existence at the time. In the event that tY~ere are no surviving brothers ot• sisters of the deceased grandchild, that grandchild's share shall be divided equally among the rejspective trusts for the Settlor's children, other than that grandlchild's parent, and distributed in accordance with the provisions herein. 7. The principal and income of this Trust shalll be free from anticipation, assignment, pledge or obligation of Siettlor or of any beneficiary and shall not be subject to any execution or attachment or to voluntat•y or involuntary alienation. 8. Trustee shall have the following powers in'addition to those vested in it by law and by other provisions of tkhis Trust, applicable to all property, whether principal or income, including property held for minor, exercisable without court approvtal, and effective until actual distt•ibution of all property: - 8 - .. ~.a.c~.vcco a. To retain any ot• all of the assets of this Trust, real or personal, including its own stock, without regard to any principle of diversification or risk. b. To invest in all forms of property,irpcluding stock, common trust funds and mortgage investment funds !,whether operated by it or others, without restrictions to investlments authorized for Pennsylvania fiduciaries a it deems proper, without regard to any principle of diversification or risk. c. To sell at public or private sale, tol, exchange or to lease for any period of time, any real or personal) property and to give such options for sales, exchanges or leases I,for such prices and upon such terms or conditions as it deems proper. d. To allocate receipts and' expenses to principal or income or partly to each as it from time to time thinks proper in its sole discretion. e. To lend to or purchase from Settlor'sl,Executor, even though Trustee is also such Executor. - 9 - ~._. _ _ _ _ -r ,._ . __ ... ., • +• ~.+. vcco f. To hold property in the name of Settlor, or in its name without designation of any fiduciary capacity „ or in the name of a nominee, or unregistered. g. To carry on any business or partnership owned or controlled by the Settlor for whatever period of time fpllowing his death it shall deem proper, and it shall have the power'to do any and all things it deems necessary or appropriate to car~•y on said business, including the power to hire any necessary individuals to manage said business. 9. Settlor reserves the right by an instrument in writ- ing intended to take effect during Settlor's lifetime, sjigned by Settlor and delivered to Trustee, to revoke or amend thi'Is Agreement in whole or in part. 10. The Trustee agrees to furnish a copy of the statement of the trust account to Settlor's attorney or to the attorney for Settlor's estate, on an annual basis. 11. The Trustee shall be entitled to receive annual compensation for its services hereunder in accordance with the schedule of compensation of the Trustee currently in effect when the services are performed. Trustee agrees to notify Settlor at - 10 - least thirty (30) days in advance, in writing, of any changes to the rate of its compensation. IN WITNESS WHEREOF, Settlor has hereunto set ~-is hand the day and year first above written and Trustee has execu~.ed this instrument and caused its corporate seal to be affixed WITNESS: 1 ATTEST: (SEAL) B (Corporate Seal) y I i - 11 - THE FU-ETON BANK _ _ __ _ l J.1.6J.VLLO SCHEDULE "A" $75,000:USA Treasury Notes 8$ due 2/15/85 $15,000 Littlestown Joint School Auth. 5$ Series 1973 d e 3/1/85 $20,000 Central Dauphin School Dist. Auth. Series 1971 ~.40$ due 4/1/81 '~, $50,000 USA Treasury Notes 7$ due 5/15/82 $10,000 Salisbury Township School Auth. Lehigh County 5~60~ Series 1969 due 6/1/82 600 Shs. Acme Precision Products, Inc., common 134 Shs. The Bendix Corporation, common ', 24 Shs. Facet Enterprises, Inc., common 100 Shs. General Mills, Inc., common 1,000 Shs. PA Power & Light Co., common ~, 10 Shs. Philadelphia Electric Company, common 100 Shs. Philadelphia Electric Co. 8.75 pfd. '~ 400 Shs. Phillips Petroleum Co., common ~~ 2129 Shs. Fulton Bank ~ $20,000 PA Power & Light First Mortgage Bond 8-1/2$ dueI2007 Cash $38 ,000.00 - 12 - IO1dT-Ware~nV DMd, 81art lbeay Aal d ;fYi. 8)uq Hdl. Ioa, Iedl~w4 Ya. ~C~ji~ ~eeb, MADE THE ~ day of p,t7~y tin thje year of our Lord one thousand nine hundred sixty- ~s~'(196g) 7Yu~/ BETWEEN LOUIS S. SHARKEY and C~ ~ SHARKEY, his wife, both ~f 26 New Windsor Road, Weatminister, Maryland, of the first part, . I' Gr¢~}tors , anct HARRY TOULOUMES, of 1364 Vernon Street, Harrisburg, I:>auphin County,, Pennsylvania, of the second part, ``99 /' Grantee WITNESSETH, that in conaidmration of ~ '~ttiwy~,~,~.c( 1 ~ 1 <rv . vv) in hand paid, the receipt whereof is hereby aelcnowledged, the sadd grantors do hereb~ollars, and convey to the said grantee his heirs and assigns, the undivided one-h~~ f nt interest in the following described parcels of landa ALL THOSE three {3) certain tracts of land situate in Susgueh~nna Township, Juniata County, Pennsylvania, bounded and described as fo].l~ws, to wit: TRACT N0. 1; Bounded on the North by Tract No. 3, hereinafter described, and lands now or formerly of Elsasser and Chubb; on the East by lands now or formerly of Elsasser and Chubb and lands now or formerly of Emory ~I ~~.~ ©) "'~ Pyle; on the South by lands now or formerly of Andrew (~ ~~- ` " 7aX ` A~ ~, Stroup and Edward Swartz; and on the West by lands now ~S S or formerly of Andrew Stroup, I~S ~~s ~ f Z 13 ,~-,~„~t CONTAINING thirty-three (33) acres, more or less. TRACT N0. 2: Bounded on the North by the public road leading from Oriental to Richfield and lands now or formerly of Herman Brown; on the East by lands now or formerly of Elsasser and Chubb; on the South by Tract No, 1, hereinabove described and lands now or formerly of Elsasser and Chubb; and on the West by lands now or formerly of Clarence Hoverter. CONTAINING thirty-five (35 acres, more or less. _ ~.__. ___ _ _ T ~ I TRACT N0. 3: Bounded on the North by lands now or formerly of Delwin Gish; on the East by lands now or formerly of Elizabeth Taylor; on the South by lands now or formerly of Alvin 5trawser; and on the West by Lands now or formerly of William Updegrove, CONTAINING one hundred (100) acres, more or less. AND BEING the same three (3) tracts of land that Philip M. Str~~usc~r and Mildred F. Strauser, his wife, by their deed dated Or.tober 29, lc~r~~} and recorded in Juniata County Deed Rook Volume 99 at page 3fi9, so3d ~~r;F~c conveyed to Harry Touloumes and Louis S. Sharkey, ', ALSO, A11 that certain tract of Land situate in ~;ur;gciehanna Tntj;~r~i ship, Juniata County, Pennsylvania, bounded and described as follows, i~a wit: MO~q Bounded on the North by lands of Charles Chubb ' `3 "~ (formerly Benneville Chubb), and lands of D, W, GoodlinQ; \'~f~ ~A~ on the East by lands of Clarence Barner's heirs;on the South by lands of John Shiffer and lands of Joe Arnold; and on the West by lands of Cloyd Zeiders, CONTAINING one hundred thirty (130) acres, more ar ~~ less, and having thereon erected a frame dwelling house, stab3g acrd -iother..improvements............... AND BEING the same premises that Anna M. Aucker, w=i.dow, by her~',::ic=~~ dated October 14, 1965, and recorded in Juniata County Deed Aook Volua~ie~ `~£:~j at page 489, sold and conveyed to Harry Touloumes and Lo~~7s S. Sharke~.,,~s Tenants in Common. --- __ _ _ _ _ _ _ __ _ Y .: _ _ ._ __ _ I I ~ ;:~r-rte AND the said grantors hereby covenant and agree that they and each of them will warrant G E N E R A L L Y the property hereby conveyed, X1.00 Collected for Juniata County School District. eccr•der I IN WITNESS WHETiEOF, said grantors ha ve hereunto set their hands an I seal :=: E)ie day and year first above wrtitten, i ~igtteD, licalcD attD ~elihacD :-~ :_ ~'~~`~C..~"1...._J-=!.=.:!L~:G`'.'-.~.--- ..... .. ......_.. EAL State Of ~ ~a.k.y.~q ' -~ p. Coilrity 0 f ~ /~ k ~ ~ ~ }~ On this, the $ ~ day of d~ ~~/ 196$ ,before me, the undersigned o,~cer, personally appeared LOUTS S. SHARILEY and SHARKEY, his wife, both known to me (or satisfactorily proven) to be the person s whose names are subscribed to the within instrument, and acknowledged that t he y executed the same for the purposes therein contained. / IN WITNESS WHEREOF, I hereunto set/ qp~ J•uf~nd and seal. i1 ~/ ~ 4. ~ ~ A~ .... . . . . ......... . ..~'ISRK. Y_ .. J,......... Ld ~~~~ / /~,~~e Ttitle of 0~~. ~l ~4 , - / ~1 ~ ~ r, J ~ / State of ss. County of On this, the day of the undersigned o~lcer, peraonadYy appeared 19 ,before me, known to me (or satisfactorily proven) to be the person whose name subacrib~d to the within instrument, and acknowledged that he executed the same for the purposes ~~~therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ...................................•-----•--.-..---••-----------•-----....... I sa~ii. --°-•-- Title of O er. - I do hereby certify that the precise residence and complete post o,~ce address of the within named grantee is 1364 Vernon Street, Harrisburg, Pennsylvania, I .lulY 19 67 Attorney for ..---.~a_xs731.Ltie---•---•--...-----°--.I''~ ............. i .~ ~~~ RRR~~~ N ~ ~ v7 oN a O ~+ H '~1 lbu ~ ,~ z ~ ~ ~ ~ °~ ~ ~~ COMMONWEALTH OF PENNSYLVANIA, - --- (sa. County of .............~LIIAI~TA.---....---....------------- - RECORDED on this ....Sixth.-........ day of ..----August:-.--•--- ---•-•-•- ----- A. D. 19~2~,., in the Recorder's 0,8ice of said County, in Deed Book Vol..._...1Q.~,......., Page _....l~l. &c • - Given under my hand and the seal~of~--'.~~- . "T he date above written. I CHECKS PAYABLE TO: Gloria Kerstetter, Susquehanna Township, Tax Collector PAYMENT INSTRUCTIONS LIEN DATE December 31, 2009 MAiI. "1 O: Gloria Kerstetter INSTRUCTIONS: Remittance is as of the postmark date. Ori anal remittance copy must be R.R. d I Box 47-D returned with payment. Send self-addressed stamped ertvelope and entire bill for rece,pt. Liverpool, PA 17045 Questions regarding this tax bill contact Gloria Kerstetter, 717 444-3061 ~~ IN PERSON: Aug 28, Oct 30 (I PM- 6 PM) Contact: JQumata County Assessrment Office ats717 436 7740s o~ Aug 29, Oct 3l (12 PM- 4 PM) t IF YOU NO LONGER OWN THIS PROPERTY RETURN BILL WITH NA E OF NEW OWNER There is a maximum 510.00 duplicate bill fee IF FUNDS ARE HELD IN ESCROW FORWARD ENTIRE$ILL TO MOR~GAGE COMPANY There is a $32.00 charge on returned checks FAILURE. Tn RRr^Gtvt: a nrr r nnna .~,~,. .. .................... .__ _ _ Installments: 1st Installment muss be paid by Augusl 31 or entire bill is due. tad Installment due on or before September 30. 3rd Installment due on or before October 31. Installments 2 & 3 will be mailed separately. Discount not permitted. 10% Penalty applies to each late installment. Notice of Property'I'ax Relief: [f you are eligible, your enclosed tax bill includes a tax reduction for your homestead and/or farmstead property. Eligible homestead and'or farmstead property owners will receive tax relief through a homestead and/or farmstead exclusion which has been ~rovided under the j Pennsylvania Taxpayer Relief Act, a law passed by the Pennsylvania General Assembly designed to reduce your property taxes. j B;-Fl-mate _ 7!9i-f300~-- av:.r t3Y`RIf"P - _ _ --- - ~ ----- Bitt-Ntttrrber-0@9~4-7 Parcel q 1309015 2~-Z010 PROPERTY TAX NOTICE 1,and Total Assessment 25, 03o Original Tax Liability 1, 272 , 7t. 18, 630 Homestead Exclusion 0 Homestead eduction Property s, aoo Farmstead Exclusion ' ot~ 'T'otal 25, 030 0 Farmstead R duction , ot, Mill Rate Net Assessment 25, 03o Net Tax Amqunt i, 272 , 7f. 50.8500 DISCOUNT ~ NET ~ PENALTY 2% Discount if paid on or before 8/31/2009 ~ .3 Net amount due if paid on or before 10/31/2009 1,272 78 ]0% Penalty if paid after 10/31/2009 l ,400.06 You are NOT eligible for installments. Only approved Homestead/Farmstead Exclusions are eligible. INSTALLMENT 00 TOULOUMES HARRY 759 MANOR RD CAMP HILL, PA ] 701 1 TAXPAYER COPY AUG 2 6 2009 CHECKS PAYABLE TO: Glory Kerstetter, Susquehanna Township, Tax Collector P R.R. # I Box 47-D Liverpool, PA 17045 IN PERSON: Aug 28, Oct 30 (1 PM- 6 PM) Aug 29, Oct 31 (12 PM- 4 PM) LIEN DATE Decietttber 31, 2009 INSTRUCTIONS: Remittance is as of the postmark date. ONeinal remittance copy must be returned with payment. Send self-addressed stamped envelope and entire bill for receipt. Questions regarding this tax bill contact Gloria Kerstetter, 717 444-3061 Questions regarding address change or assessment amounts on1~^ Contact: Juniata County Assessment Office at 717-436-7740 -- mer umes nv soot or mail I IF YOU NO LONGER OWN THIS PROPERTY RETURN BILL WITH N ME OF NEW OWNER there rs a rnaxrmum $10.00 duplicate bill fee IF FUNDS ARE HELD IN ESCROW FORWARD ENTIRE BILL TO MO~TGAGE COMPANY There is a $32.00 charge on retumed checks FAILURE TO RECEIVE A BILL DOES NOT ENTITLE OWNER TO DISCOUNT OR EXEMPTION OF PEN I LTY ON TAXES. Installments: 1 sl Installment must be paid by August 31 or entire bW is due. 2nd Installment due on or before September 30. 3rd Installment due on or before October ? 1. Installments 2 & 3 will be mailed separately. Discount not permitted. 10% Penalty applies to each late inst Ilment. Notice of Property Tax Relief: If you are etlgible, your enclosed tax bill includes a tax reduction for your homestead and/or faun Mead property. Eligihle homestead and~br farmstead property owners will receive tax relief through a homestead and/or farmstead exclusion which has been~pmvided under the Pennsylvania Taxpayer Relief Act, a law passed by the Pennsylvania General Assembly designed to reduce your property faxes. --~ -BiTi-IJ~a~-. ~_77UI7ZZ7U9'-."-'°".~.~ j I Parcel # 1309019 2fl09.2aI0 PROPERTY TAX NOTICE ~ -",..~..r. "--Bill"1Viitnber-00974, Land Propert 21,x00 Total Assessment 21, 50o Homestead Exclusion Original Ta ~ H y 3 2,1 Liabilit 1 09 , y "Coral loo 21, 50o 0 Farmstead Exclusion 0 omestead Farmstead eduction , 0,1 eduction Mill Rate 50. asoo Net Assessment 21, 50o Net Tax Am ,oil unt 1, 093.2[) DISCOUNT NET PENALTY ~I INSTALLMENT 2% Discount if paid on or before 8/31/2009 071.41 Net amount due if paid on or before 10/31/2009 ~~ 1,093.28 ]0% Penalty if paid after 10/31/2009 1,202.61 You are NOT eli 'ble for installments. Only approved Homestead/Farmstead Exclusions are e~'ble. o0 TOULOUMES 1IARRY TA)KPAYER COPY 759 MANOR RD CAMP HILL, PA 1701 1 'I AUG 2 6 LQ~:~ ~% 'L.r r: >iwt -`:.- ~ 3y~ Mi111M C.w, MrML l,~l,wn. h ~~~ ~sl-~ed,.'~3~ X33 ''~ 1' ~ ~S~ I t~ ~~e~ MADE THE ~~~ day of , ' . of oar Lord onethetua lnehsndnd eighty-four (1964~'~"'®~"""`'" fnlhsyear BETWEEN FIE LEN E. BENNER, aka; HE~~3,,f, BENNER, widow, ot.Jtniata County, Pennsylvania, ' Gr~nlor and HARRY.TOULOUMES, of Harrisburg, Pennsylvania ~ '~ Grates WITNE33ETN,thalGrtwasfdrratfonty' Twenty-Nino Thousand Nine Hundred-------}___ ----------------•---------------09.900.00) !lays, !n hand pold, the ncelpt wlYsrtof Is hsnby' acknowlsdse!{t the said grantor do hersby gro r and cronvsytothssaidYrontss ,al! THOSE CERTAIN THREE (3) TRACTS of real estat situate in Greenwood Township; Juniata County, Pennsylvania, bounded a~d described as follows, to wit; ~i TRACT NO, 1: BEGINNIIVG at as iron pin being on the centerline of Town hip Road No. T-514 (Ford Hill Road); thence along safd centerline South 53 de tees 9 minutes 29 seconds West 95, 40 feet to an iron pia; thence continuing So th ~65 degrees 32 minutes 22 seconds West. 322, 06 feet to an iron pin; thence co tin= uiag South 64"degrees, 5 minutes 43 seconds Weet 156. 32 feet to as iron. in; thence continuing South 58 degrees 20 minutes 36 seconds bleat 93.95 feet to an iron pin; the ace continuing South 50 degrees 47 minutes 12 seconds bleat 1 0. 75 feet to as iron pin; thence continuing South 58 degrees b minutes 57 eecon s bleat 196. 58 feet to an iron pin being at the intersection of the centerline of said Township Road No. T-514 and Township Road No. T-518 (Ridge Road); the ce along the centerline of said Township Road No. T-518 North 64 3egreee 32 min- utes 27 aeconda West 158. 32 feet to an iron pin; thence continuing North 5 deg- rees 27 minutes 21 aeconda Weet 57. 52 feet to an iron pin; thence continui g North 35 degrees 12 minutes 57 seconds Wost 78.24 feet to an iron pin; th nce continuing North 26 degrees 21 minutes 44 aeconda bleat 269, bb feet to an 'ton pin; thence continuing North 19 degrees 22 minutes 31 seconds bleat 37. 08 ear. to a~n iron pin; the ace continuing North 13 degrees 52 minutes 20 seconds eat 63. 17 feet to an iron pin; thence continuing North 6 degrees 50 minutes 4 s c- ondo West 135.22 feet to an iron pin; thence continuing North 1 degree 10 in- utea 58 seconds bleat 110.46 feet to an iron pi n~ thence continuing North b eg- reea 6 minutes 33 seconds bleat 37.29 feet to an iron pin; thence continuin North 16 degrees 12 minutes 40 aeconda Weet 174. 35 feet to an iron pin bei g East of said centerline but still with the boundaries of said Township Road No. T-518; thence acroee s portion of said Township Road No. T-51$ and along lands now or formerly of Rennie R. Meiser, South 78 degrees 41 minutes 56 sec nds Eaat 1324. 62 feet to an iron pin; thence along lands now or formerly of the! Glatfelter Pulpwood Company South 9 degrees 25 minutes 13 aeconda West 135 feet to an iron pin; thence along residue of lands of the Grantors herein (T act No. 3 conveyed infra) and across a portion of said Township Road No. T-514 South 5 degrees 26 minutes 27 seconds bleat 96.46 feet to an iron pin bein on the centerline of said Township Road No. T-514 and being the place of BE INN- ING and containing 16. 920 acres, more or less, and being Tract No. 1 in ai, Draft of Survey done for Helen M. Benner by William C. Sorge, Registerejd Sur- veyor, Pennsylvania No. 28179-E and Pennsylvania Engineer No. 30102 _E bn September 25, 1984, a copy of which is recorded in Juniata County Map Bopk Volume ~_, page ~_, part of Tax Map No. 5-2-14. .. .. ~,.., - --.. _.._ I I a.~a r~~ r.. r TRACT NO: 2: BEGINNING at an iron pin being on the centerline of Township Road No. T-518 (Ridge Road); thence along said centerline North 76 degrees 12 minutes 49 seconds West 164, 61 feet to an iron pin; thence continuing North 71 degrees 41 minutes 25 aeconda West 117. 77 feet to an iron pin; thence continuing North 60 degrees 5 minutes 36 seconds Weat 217. 95 feet. to an iron pin; thence'. continuing North 51 degrees 43 minutes 39 aeconda West 80.78 feet to an iron pin; thence continuing North 42 degrees 41 minutes 6 seconds West 43.83 feet o an iron pin; thence continuing North 29 degrees 10 minutes 7 seconds West 339• C feet to an iron pin being on the intersection of the centerlines of said Township Roads No. T-518 and T-514 (Ford Hill Road); thence along said Township Road No. T-514 North 58 degrees 6 minutes 57 seconds East 196. 58 feet to an iron '' pin; thence continuing North 50 degrees 47 minutes 12 seconds East 100. 75 feet to an iron pin; thence continuing North 58 degrees 20 minutes 36 seconds Eastl 93.95 feet to an iron pin; thence continuing North 64 degrees 5 minutes 43 sec, onds East 136. 32 feet to an iron pin; thence continuing North 65 degrees 32 min- utes 22 seconds Eaet 322.06 feet to an iron pin; thence continuing North 53 de~- reea 9 minutes 29 aeconda East 95.40 feet to an iron pin; thence across a porno of said Township Road No. T-514 and along the residue of lands of the Grantorls herein ('T'ract No. 3 infra) and acroea a portion o[ Township Road No. T-518 South 5 degreea'26 minutes 28 seconds West 1034.76 feet to an iron pin on the' centerline of said Township Road No. T-518 being the place of BEGINNING anc~ continuing 11. 132 acres, more or leas, and being Tract No. 2 in a Draft of Survey done for Helen M. Benner by William C. Sarge, Pennsylvania Regiate~e< Surveyor No. 28179-E and Pennsylvania Registered Engineer No. 30102-E on September 25, 1984, a copy of which is recorded in Juniata County Map Book I, Volume /~_, Page ~_, Tax Map No. (part of) 5-2-14. Tracts No. 1 and No. 2 being the same premises which J. Dewey Gelnet by hid' deed dated May 11, 1956 and recorded May 11~ 1956 in Juniata County Deed Boo~C Volume 69, Page 60, conveyed unto Delwin J. Benner and Helen M. Benner, husband and wife, and the said Delwin J. Benner diesd De~e~nbe~ 12p 1980 leavi ~ g to survive him his wife, the said Helen M. Bennerfan whom t~iesubjec~epremi es vested and who never remarried and who by her Attorneys-in-Fact is the Grar~to herein. TRACT NO. 3: WITH IMPROVEMENTS THEREON BEGINNING at an iron pin being on the centerline of Township Rosd No. T-518 (Ridge Road); thence along said centerline North 74 degrees 41 minutes 45 aeconda West 215.68 feet to an iron pin; thence continuing North 75 degrees 34 minutes 41 seconds West 238. 55 feet to an iron pin; thence continuing North 73 degrees 49 minutes 10 seconds Vl/e 131.8$ feet to a nail; thence across a portion of said Township Road No. T-518 and along other lands being conveyed herein (Tract No. 2) and acroea a portion of Township Road No. T-514 North 5 degrees 26 minutes 28 seconds East 1034.7f feet to an iron pin on the centerline of said Township Road No. T-514; thence acroea a portion of said Township Road No. T-514 and along other lands being', conveyed herein ('T'ract No. 1) North 5 degrees 26 minutes 27 seconds East 96.46, feet to an iron pin; thence along lands now or formerly of the Glatfelter Pulpw~oggq~ Company and across Township Road No. %-514 South 74 degrees 4 minutes 6 i aeconda East 596.25 feet to a stone; thence along other land of the Grantee herein and across a portion of said Towne hip Road T-518 South 5 degrees 52 minutes 51 seconds West 1121,45 feet to an iron pin on the centerline of said Township Road No. T-514 and being the place of BEGINNING and containing I 15, 066 acres, more or less, and being Tract No. 3 in a Dratt of Survey done fbr Helen M. Benner by William C. Sarge, Pennsylvania Registered Engineer I No. 30102-E and Pennsylvania Registered Surveyor No. 28179-E on September I!~ 25, 1984, a copy of which is recorded in Juniata County Map Book Volume / 7~, Page.9/ Part of Tax Map Np. 5-2-14, BEING the same premises which Charles Snyder et al by their deed dated July'... 24, 1951 and recorded October 13, 1951 in Juniata County Deed Book Volume 83~ .Page 216, conveyed unto Delwin J. Benner and Helen M. Benner, husband and wife, and the said Delwin J. Benner~d~igd Decemberdt, 1980 leaving to survive, him the said Helea M. Benner/i~$:ih6Ytt4~leEeu~fe`~°~roperly vested and who Weyer remarried and who i• the. Grantor herein. - ', Grantor certifies that no hazardous waste, within the meaning of the Solid Waste Management Act of 1980. is presently being disposed or has ever been,dispoaed by the Grantor or to.the Grantor's actual knowledge in or upon thn premises abew described. -_.. AND, the sold grantor' do a etierrby cotenant and agm to and with the sold grantee ,that a he the grantor , her helm, exaeelttori and adminlatroton, aholi and wNi warrant gensraliy pnmixa, with the henditomente artd a andjonver defend the herein strove describe, against the ,raid grantor and o~~snev<ry ~ otherths told grantee , hi a heirs pnd ass/gns sialm the same or any part thereo/: perton iawjuliy claiming or who shalt hereq/Ta g, S3 !N WITNESS WH8R80F, acid grontorry hereunto est a he r day and ytarJlrtt above written. hand and ,~eol the fl+iQneD, licaliD anD ~cllbatD .. t.~°"`~' ~ -e L- ~ .................i~r-"- ............... ~iaL .tn ,tbt ~teftatt of ~ n E. Benner "' F- /~•~~ ~lf~ ka; Helen M. Benner 1 , L • .......................•--.....--_-----1 asas i ......................... I ....... j. •s i ................:............... ..-..-I ~~ ...................... ~ ~~ ~i~L :~ ° COMMOP!`NL'A[?N OF PENNSYLVAWIA = - DEPARTMr,.ir Ot ~c'JtNU[ -- ..rcrsc~ ~ r~41%kir' Z ~7 9.' ~ 0 .~,,. MAR20•IS __ >~IVB'• D t2N fYa1 OI ~j'w(%,ryy,.y~,u I a ~ / • a ~ ~ p[ud+hli3 !o psymerl of Baal Estate Transfer Tai rw.~ n W I • ~ 5CHp0L DLSI•R2LT Ol Doa11I Itseededrhedaygfehsdateojehsabovelndenture.ojtheobovFhomed Grantee thesam~ Twenty-Nice Thoussad Nine Hundred-----__129, 900.00)---____~ollars, IawJit! mou~sy~gl'th/e/Urrtad a, bs/ng lhs conrlderat(on money oboye mentioned in full. .............. 'rte! ' ... . ,1 Hel E. -Be nn r --•----~~..-.I .. --•--•-•-• - --•--• --y!!c.~.r~.•- - ~ka: Helen M, Benner ~';'-'--- --------•----•~F---•-~ as4 .„ ~~. '. Stateoj penneylvaaia j 1 +s• County of Juniata ~~~ '"/~ On this doy of ~~~ A. D. l9 ~'y; bejore m8, personalfyappea-ed Helen E. Benner faka: Helen M. Benner), widow, '~ known to ms (or sattsfacrortly proven) them to be tht ptrson a whoss name s are subscribe' to the wfthln lnstrutnent, and aeknow/edsed that the yeseeuted the same jor the purposes rherel~i ,~~ `i-, , 7`li•1l7tness N/hsrtrof, I hsrounto rat rrty Mond and oJjTcia! seal. a ,,, .. '. r~ KAY VOWED, Notr F ....... t+-~,~'-- tom,' `' . ~ :' My co~ntsston sxptns -. h1Y ~+n?m!r!ittlon iExpirq Aprt1 1~, 1987 --- -•~..... _ _.... ~ 'Stott of :~ :~ ~ ` ~ ss. ' County of On thts day of .t . D. 19 , before m¢, personalty opptand ', known to the (or satt;iactoNly proven) to be the psrmn whoa nano suscrlb~d ro the wUktn tnstrtrrrtsnt, and aeknowkdred hs executed the same jor the purposes them corttaUed. In R7tnstt Whertof, l htreunto sst my hand and oJJlelot seal. MYrnmmLrrlonRxplrss ...........................................•-----•--•-••-• ss~n ..... I .... do hereby cert~jy that the preette nstdtncs ojthe within namsd grantee is 1364 Vernon Street, Harrisburg, Pa. 17 04. ~~ n Harold E. Po 11, Jr. , Eeq. ~ Dscember 14, 1984. Atrornsyjor...... Grantora..._._•.•,-._ ~ ~ ~w ~ '' s ~ ~ ~~ ~ 3-~,3`I~gW o ~ ~ ~ ~ a IOO'~WW~~nti ~ o H .i ~ wy ai d O m ~L~ ~ ~a{~4 PO ~ « ~ p ~ 04 LL N p h o u~u~. „ 3 ~ ~ u w ~Z ~ ~ o~~d' xx ~ pCx.3e COMAfON ALTH OF PBNNSYL YANIA ' ss. county ar•..... .~~------------------ !!~~ ..: Recorded on lhlr...._....c~ ~ _......--- day a!-•---•~.!/G'!!~ . /t.:r .::.::............... A. D. t 9fiS to the Reeordsr's ~n ojsa/d County, to Desd Book. \ `' ~ ' -, ~ •.. • Yol. _..../..a~ ~......... , Pate.....trja?.1......... . ~ _. Ohre undsr my Mond and tht seal of sold oJJfee, the dots tibove w-Uten. ' c.'. J 6~A~?~ 'i v y, ~ 4 L (/ n CHECKS PAYABLE TO: ERIN WARNER, C;reenwuod Tuwuship, "1'ax Collector RR2BOX614 MILLERSTOWN,PA 17062 (717) 589-3668 IN PERSON: SAT AUG 29 (9 AM-11 AM) MON AUG 31 (5 PM-7 PM) __ SA"f OC'C 3119 AM-i l AMl U RE 8131 /2009 10/31/2009 1 U/31 /2009 L:XI_:~lY~l~lilN U1~ I'1:?N~~~~L1Y t~~ i,~SI~S Installments: 1st Installment must be paid by August 31 or entire 6111 is due. 2nd Installment due on or before October 31. 3rd Installmenl~ldue utt or before Ueceml~er J ~. Installments 2 & 3 will be mailed separately. Discount not permitted. 10% Penalty applies to each late installment, Notice of Property Tax Relief: If you are eligible, your enclosed tax bill includes a tax reduction for your homestead andior farmstead propei?y. F,ligi6lr homestead andlor fatmstesd property owners will receive tax relief through a homestead andlor farmstead exclusion which has beeq provided under tl:e Pennsylvania Taxpayer Relief Act, a law passed by the Pennsylvania General Assembly designed to reduce your property taxes. -- ----- Bill Date --- --w .-_ -------- ---- 7/01/2009 -.. - - - - _. - CG1 LNVVUULi ~CHIiUL i-tJihtliT ,,, - - ; Pa l # 2009-2010 PROPERTY TAX NOTICC . ,~~ ~ " ~'""' _" rce Land 0502014 3 430 Total Assessment 3, 430 Original Tax l.,iabi!ity 292 z° Property , o Homestead Exclusion o . Homestead Reduction o t Total 3 430 Farmstead Exclusion o ' Farmstead eductton oc Mill Rate , 82.2900 Net Assessment 3 , 43 o , Net Tax A ount z e2 , 2 ~ 2% Discount if paid on or before Net amount due if paid on or before 0% Penalty if paid after You are NOT eliei NOT DISCOUNT NET PENALTY 276.61 ?82.25 310.48 for installments. Only approved Homestead/Tarmstead INSTALLMENT TOULOUMES HARRY [~~ j ~ _Mr..l~ TAXPAI'ER COFY 759 MANOR RD -I CAMP HILL, PA 17011 ~~ ~~ '` ', AUG 2 6 2009 ~II',~/~~~~ y { / , • 1 i g L ~.. ~ I i LIEN DATE December 3I, 2009 INSTRUCTIONS: Remittance is as of the postmark date. Ori final remittance copy must be returned with payment. Send self-addressed stamped envelope and entire hill fur r~ccil.t Questions regarding this tax bill convect ERIN WARNER, Questions regarding address change or assessment amounts ot_ r~ Contact: Juniata County Assessment Office at 717-436-7740 IF YOU NO LONGER C)WN THIS PRUPERTI" Rh I URN-BILL WI"1~H NMI ul' `~I~U uWNL-;il IF FUNDS .~RF HELll IN ES(: R(>W f-UR'~/ANll f ~TIitE BILL -fU MU "fC, ~( L' t ~u.~~ll'AN'1 ou FEE SIbIPI.E -PENNA. D 1980 ~ i tp~r l~ Daupi~ln County, Pa. R,eal/*Estate transfer Tax ~.. . Doll The Plankeahom Co., Willia~ms'port, Pa. County Parcel No. ~~. M D f&e ~~ ~~-~ day of ~~ ! 9 9.,3 .~;~ C • , .. in the year nineteen hundred and ninety-three (19 9 3) , BETWEEN MARY E. DIEHL, formerly MARY DIEHL STARK, and her husband, HERNAN LOSA CASTILLA, by his attorney-in-fact, MARY E. I$IEHL, and TERRY R. STARK by his attorney-in-fact, MARY E. DIEHL, of Cancun, Mexico, hereinafter referred to as "GRANTORS", parties of the first part----------------------------------------------------}------------ - and - II HARRY TOULOUMES of Camp Hill, Cumberland County, Pennsylvania, hereinafter referred to as "GRANTEE", par~y___________ .... 'SS• ...._. _ of the second part, WITNI:SSETH, That said part i e s of the first part, for and in ~$ldesation of thef sum of NINETEEN THOUSAND AND NO/100 ($19,000.00)_____________________ Dollars, lawful money of the United States of America, well and truly paid by the said past y _ _ _ _ of the second part to the said part i es------of the first part, at and before the sealing and jdelivery of these presents, the receipt whereof is hereby acknowledged, - - - - - - - -have - - - - - _ _ _ _ _~ anted, bargained, sold, aliened, enfeoffed, released, conveyed and confirmed, and by these presents do - - - -I-grant, bargain, sell, alien, enfeoff, release, convey and confirm unto the said part Y----- of the second,part, his heirs and assigns. ~.,~,THAT CERTAIN tract of real estate, together with the 'imp.r.ovements located tlhereon, situate in the Village of Sand Beach, South Hanover Township, Dauphin County, Pennsylvania, more particular'l'y bounded and described as follows, to wit: BEGINNING at a point in the southerly side of Main Street (LR22008) which point is further referenced as being at an iron pi',n in a BOOK2009P~GE ~0O I .~. .. __. r.l direction North 32 degrees 2 minutes East, a distance of 73 feet from the intersection of said Main Street and a certain public alley; thence North 32 degrees 2 minutes East along said southerly side of said Main Street a distance of 127.0 feet to an iron post; thence South 57 degrees 30 minutes East along lands now or formerly of Pete Bashore, a distance of 303.0 feet to an iron pipe; thence South 34 degrees 0 minutes West along lands now or formerly of Hershey Estates, a distance of 124._6 feet to an iron pipe; thence North 5!,7 degrees 58 minutes west along lands formerly of The Independent Bible Church of Sand Beach, Pennsylvania, a distance of 303.3 feet to an',iron pin in the southerly side of Main Street aforesaid, the point of BEGINNING. CONTAINING 0.88 acres. The within described was prepared from a plan of property of Bart Umberger as surveyed by Louis D. Sho a Re p gistered Engin er, Hummelstown, Pennsylvania dated July 12, 1956. Said pla~i is attached to a certain deed from Bart E. Umberger et ux to the Independent Bible Church of Sand Beach, Pennsylvania, recorded in the Office of the Recorder of Deeds of Dauphin County, Pennsylvania, in Deed Book "N" Volume 41, Page 376. , BEING THE SAME PREMISES which Joseph Schmidt and Ollie M. Schmidt, his wife, by their deed dated June 2, 1979 and recorded June~l4, 1979 in Dauphin County Record Book 38, Paqe 241 granted and conveyed unto Terry R. Stark and Mary Diehl Stark, Grantors herein. The said Mary Diehl Stark, having been married on the dale of the afore- said deed to Terry R. Stark, was subsequently divorced from said Terry R. Stark by decree dated January 14, 1983 in the Court off' Common Pleas of Dauphin County in a Civil Action at Law, atedocket #2 6-S, Year 1982, and any and all interest or right of Terry R. Star in said premises is conveyed herein by his attorney-in-fact, and!former spouse, Mary E. Diehl pursuant to the terms of a Power of Attorney dated December 23, 1980 and recorded December 11, 1981 in Dauphin County Record Book 261, Page 311; and The said Mary Diehl Stark has since the date of said divorce decree married Hernan Losa Castilla and they are now Mary E. Diehl and Hernan Losa Castilla, husband and wife, and Grantors herein, asjany and all interest or right of Hernan Losa Castilla in said premiss is conveyed herein by his attorney-in-fact and spouse, Mary E. Diehl pursuant to the terms of a Special Power of Attorney dated June 23 1993 and intended to be recorded contemporaneously herewith. ~' The Grantor and Attorney-In-Fact, Mary E. Diehl, does hereby represent, certify and acknowledge that her authorit t~o'act ~~l;ii~l~!~' Attorney-In-Fact and as described herein ha o ~~'~dP~I.SNI~~'~%'., cancelled or modified in any way as of the da9t~~~~~~oke`C~,-a~~••' ~•~ °~ C ~1 ..- J l ~,^/ a ~ / , ~~'~ ` rl~ f ~~~f~!!! ! i I E ; rte`'' , a'~ak~~~~~PAGE ~81 •~e!u~n! ~uu=~d "f~~ur~a~ u~~.!cSn~(7 o ao!}}p s, apaooda auk u! p~p~ooa: ~~ ,~ A111~0Oq SI i ~L'u~ ~{1L~3~ ~gaaeu TOGETHER with all and singular the tenements, hereditaments and appurtenances to the sarne be longing, or in anywise appertaining, and the reversion and reversions, remainder and remainders, rents, issues and profits thereof; AND ALSO all the estate, right, title, interest, property, claim and demand whatsoever, both in law and equity, of the said parties of the first part, of, in, to or oilt of the said pre- mises, and every part and parcel thereof. TO HAVE AND TO HOLD the said remises, with all and singular the appurtenances, unto the said part Y-"'-' o.f the second part,--his--- heirs and assigns, to and for the onl~ proper use and. behoof of said part y- - - - - - - of the second part, - -his - - heirs and assigns forever AND the said Parties of the first part, for themselves, their-----___ heirs, executors, and administrators, do ----- by these presents, covenant, grant and tRgrce to .end witlx the said party - - - - - - of the second part - -his - - -heirs and assigns, that -' -the }~ - the sai d parties of the first part, their______________ _______ _ heirs, all and singular the hereditaments and premises herein above described and gran ed, or mentioned anal intended so to be, with the appurtenances unto the said part Y- - - - - - of the se and part, h i s heirs and assigns, against the said part i e s - - - - of the first part and t h e i r heirs, a d against all and every other person or persons, whomsoever, lawfully claiming or to claim the same or an ~ part thereof, shall and will, by these presents, -----specially---- 1~'AIiRr11`tT .<1ND 1~OR~VER DEFEND. IN WITNESS WHEREOF', the said part i e s - - - - of the f' st art ha v e hereunto set t h e i r hands and seals ,the day and year f~tten abo~~ a ~ ' SIGNED, SEALED AIVD DELIVERED v ' a-` •' " ~•.,-~• IN TFIE AESE E OF (Sea 1 Y ••,~ie~hJ.„~; c~` merl Ma y -Diehl Stdrk -~;- - -- - ~, ~I~ , ..-.--- ~ ~~ ,., Herna~ Losa Ca tilla~`~Sy is ~ .... ............. .fir........ ........ .. ~:. r~.~.~5?x.C1~y,~.~..n~.~~~~t...M.ar.}~._E_...IIijPhl_.._ --.C I (.1~:~'tizLta -~4,, _'~,• •+ ~ ~; ~,I~ .'L-` ~ (Sea 1 ) Terry St k by s attor -a. -fa'ct Mary E. Diehl CERTIFICATE OF RESIDENCE , ~ '' I, hereby certify that the precise residence of the grantee -A - - _ _ _ _ _ herein is as I follow j: 7 5 a 1Mav~o r ~~ - ~ N• ~ ` _ .. C ~ P ........ ....... y ~4.~ 1761 ( .....,.....~..~'-~--..~....-.~,-:-::. .. . ........................ . Attorne or Agent for Gr tee hlammuufuettltli of ~Pnnfsgjtlttnitt QIountg of _------. On this, the q,,,~,~, day of 19 9 3 '~ ,before me the undersigned officer, personally appeared ~ ARY E. DIEHL, formerly MARY DIE~iL STARK and MARY E, DIEHL, attorney-in-fact for Hernan Losa Castilla and Terry Stark known to me (or satisfactorily proven) to be the person ___ whose name --is___ Wbscribed to the within instrument, and acknowled ed that she g executed the same for the purpose th~rc:in contained. IN WITNESS WHEREOF', I have hereunto set my hand and notarial ~' seal. My Commission E 'res ......... ~pj~~, ............... lOrraine J. Tietina, tdOtaq Public ~~urg, Dauphin Coun1~ IWyCommissie~ Expires Oec. 5,1994 - . . ...e„- a.~....... ~. -. ~~ No 'ary Public a~~~:~?OE~9PAGE X82 • lltpch end velum lroltom pordon with yrna payment DATE: February 1, 2009 REMIT T0: Tracy Carper, Tax Collector PHONE: (717) 566-4947 PO Box 364 Call for open/close updates HOURS: }iununelsto~wn, PA 17036 Thurs. I OAM - 1 PM Or by appointment s_.hanover__ta x(cr~,verizon. net __.._ ___. _....-.. ___-._ _.__~__ - _____ County Re County Lib Munc Re T , Mc Fire Pro ~ Munc Hydrant ~ 6.87600 M 0.35000 ~ 0.263'00 ~ 0.19810 M 0.10100 M' _ $185.65 $G.45 $7.10 $5.35 $2.73 ~~ PROPERTY LOCATIONr; >s> Ct$ eR 075595 ARE DUE AND PAYABLE. DO NOT ALTER OWNING NIS PERIOD PAY THIS AMOUNT P€$ - iARCH 2 0 6. 0 7 APRIL -! MAY i 210.2 8 JUNE -'JULY ~ ~ 1 AUG TF~RU DEC 23 . 3 -i-'-- -~---~--~------ --1-- -- ---__._ ._ _ F.T PROPERTY W NO 5 6 0 0 9 0 9 __ ASSESSMENT SAND: $ __-_-- 18 , 80C Y ~5~ R ~ LIAR 3 ] 7ioa CAMP HILL PA, 17011-1718 TRACY COOPER ~ COLI.,ECrG P. ~ ~ 'MPROVEMENT: $ H , 20( roTAL: S 2 ~ , oot >onsibl to notify co-owners. 2009. I r I ~ J 103 -OEW-CM°. N IM. a Cer , twrvily~ Sa,n Co., 17, ~ M.b 5~.. IMI~. r h. i ~) o ~ ~ O v p I, ~~~~ ~Il~~b~~ ~~ ,~ ~~~~ ~ ~~ 9 ,llurlr llrr 2nd drrl! r,! t~av , /rr llrn h ur ,1'inr•Irrn hnndrrd and seventy-seVeri (1977) I, ~;Cf111CC1i PMG REALTY CO., a Pennsylvania corporation, With its '~ registered office at 2613 North Second Street, Harrisburg, Dauphin County, Pennsylvania, it I ~Irrrrinu/lrr rnNrd llrr llrun.lor ), u~' Ilrr vrre purl, <urd ii HARRY TOULOUMES, of Harrisburg, Pennsylvania, and MARY C. ~I TOULOUMES, also of Harrisburg, Pennsylvania. II (Jrrrci.nrrl'ler rolled lire (lran.lrr• ), o/'thr.. ut.h.er• pu t; ~I ~irlTtSfi'f~t, %'Aul flrr• xuirl (Iranlar /'ur and ilr corrsidr:rnliun uj tha snlrr ~,/ ;) $1.00 and other valuable consideration X ~, 7 , rrnlu it rar/l and Irnlll paid 4q I e ~1 xuid Clrunlrrs ul and br~ure Ihr srulin;t <rnd drlirr771 u/' These prrsrnls, Ilrr r•rrri~,t {~ I ;I rr•/rrr•ru/' ix /rrrrl,q arl~rrnlrlyd~rd, hoe ,runlyd, Lnr;ainrd, sold, ulirnctl, ~ rrr~eu/)'rd, ,•rlru.vrd and cn,r/irrnrd, and hd Ihr.Yr presr,r•l.Y does ~jrurrl, L« r~ai~r, 1I ~ srll, uUrn, r n~'<r,~j', rr Irusc card cun./lrnr, rtnlu t1r.e swirl (:run.tetg~ their heirs I' I1 II I! ALL THAT CERTAIN piece or parcel of land situate in the Ninth Ward of '~ of the City of Harrisburg, County of Dauphin and State of Pennsyly nia i~ more particularly bounded and described as follows, to wit; ~~ ~~ BEGINNING at the southwest corner of Howard and South Fourteenth Streets; thence southwardly along the western line of South Fourte nth Street, one hundred and fifteen (115) feet to the northwest corner of it Mayflower and South Fourteenth Streets; thence westwardly along the j~ northern line of dayflower Street, ninety (90) feet to a point at Ithe ;~ line of property now or late of National Central Bank (successor b ,I mergers and consolidations to Allison-East End Trust Company); the ce ;; northwardly along the line of property last mentioned and the line of ;i property now or late of the Private Earl E. Aurand Veterans' Memorial ~~ Home Association, and parallel with the western line of South Four~,- !I teenth Street, one hundred and fifteen (115) feet to the southern '~, ~l line of Howard Street; and thence eastwardly along the southern lime ' of Howard Street, ninety (90) feet to the place of BEGINNING. it HAVING thereon erected a two-story, brick building, formerly a hosliery mill, approximately forty-five (45) feet wide and ninety (90) feetjdee Being known as and numbered 72-74 South Fourteenth Street, Harrisblurg, Pa. II BEING the same premises which William K. McBride, single man, by his Deed dated the 1st day of June, 1956, and recorded in Deed Book "Y," Volume 40, at Page 305, in the Office of the Recorder of Deeds in nd J s i~ ~I `~\-~, ~ J ~ _ ~~ ~i ~~ Cy~ s E> ~~ ~ ~ C~ -, S J ~~ ~-~- il ,~ -_._r . ..- , r., , m._.,.. ___..... _.._ ~,__ _r , _._ .•_ ~ ~~vvuwW ~U ~ ~ , r ~ ~ r r ~ ~ ~ ~~ ~ ~~~~ City of Harrisburg S-6c+we1-Distuct Dauphin County, Pa. ', 1 ~n r..~l rrt~te 7ran;ar;r Tzs Collecting Arent r:l!v11J~ONWcALiil Gi 't~li~SYLVl~NIA =' t~~PAR;MENf OF/.EVENII:, - rya _ t2, ugrther u,il/i rd! and airr~;rrlrn• /lrr, inrprurernenls, rr~ul/s, s/rr'rla, a/hry.Y, pr(xau;+rx, n•ulr!r•a, rralr.r-ruurarsa, ri;rhly, libr.rlics, prit~i/NO,'r+y, !r(~ra(~ilu. nrenla un(/ aplrnrlrrnru+cea u~lrnlsoer'er lher<sureGu Gnlunrne• rrr i.u nn~ `ni.tie apperlainin„ and /!re rrt•rrsinrax and rearulnderx, a•cnls, issues rand pru/Jla 1/r.cr;a+uJ', unrl all the eslatc, ri;ikl, [ilde, i.n,lereal, prupcrty, r..luinr. urt(l de.nuurrl wlurlsoc(•~r u/ lire suid Grantor in luu~, cyuilU, ur olherwiae howsoever, ri/, i,n, unl l.a !!ac sdurr.e unrl ever) purl llaereo/'. i !, ..~ ..~. .~. ~. ...,. ..., -,..~. ~..~.. ~..,. .~ ~.. ~.. ~1 . • i ,_ ~------------------------- -----,._,._w._,~~.~..~. i ~ ~ ~ BO~r0V9163'hCE559 tea ha>ae nttl t.~ Moll L.Ac xaid improvements, lr.er•edilarne+rls uud prcnri.ees IrcreLrl ;,+r«rrlad, ar nrcrtlivnrr! «nrl inLert.cled su la be, rui.Llr. llYe upprcrten.unces, rrarto Lltc xnid <Irun.l.crg, their heirs u,+d rlssi;ns, Qo and/orl.lrr,vnl~lrrnper«.revardLukoojo/l7toxuirlCruatLces, their heirs urul ,dxsr:;rrx jnrct•cr. ~ttl Glr.c, said !;r•unlur, jar ilxr•Ij rnul ilx xurcexxorx duce bU Llrese presertdx cur~enurtl, ~runl «nd agree, to arrd wiLlr t.Jte xuid GrunLece, their heirs and .Ixsi;rrs, I1ruL Llte said Grantor, and its Su.ceesavra, «ll arrd aindrtlur llte ltererlilunrerelx arrd prenr.iscx ltercin. desoriUerl and granted, w• nr.entioned a.~ul irt.lendcd su Lu Lc, n•il)r IAc al,pu.rl.eruutces, unto Llr.e auicl. Ciruar,Lce s, their he~.ra uud ./xxign.x, «;ruirrat Llte surd Grantor arrd ils Successo'Ira, arrd ugairrsl. all and evcrU ul/rcr 1'er•sun oral Persons wlwnnsoever, laujullU rlailningl or Lo cluirn llte sunnc, ur artl/ earl Wterevj, Shall aul 1(''ill if:'lllll.•l.~'T arrd jorcucr U~h'L'.1"U. ''~tta llrr• xrrid c- Grantor does lrrvrbll rv,rrxlilnlr. and «pl,ninl, MORTIMER H. MENAKER, President, lu br il.r ,l/lruvrr•rl, jar it earl in ilx mrnrr', urrrl ax purl jar i.lx enry+urulr.. arG arrd dred',ln i ~ «r•!•nundrr/~rr• (/rix /ndrrrl urr• l,njurr< urrll Prrxurr. hucirry arcl/roriL~ h~ LJrc laws uj lVrr, ~ (5,mnrunrr•r•ulll, n/ /'runa(llr•ruri« Cu lal.:c xuclr url,~nou'ledgntcrrL, lu LJte inlenL 11¢uC ~ llrr• xunrc rrru~ Lrt drrfl/ rrrnrdcrf, ^it ;~11.i~9ic~~ ~lU~~cxco~', PMC REALTY CO. Lke said Gnrnlor, hu,v ra«xcd lltis hrdcrnlure Lv Ge e.ceculed• LU ilx Prcxidcrtl, ullcsled bll ilx SeweLarU, arnd ilx coryrurala seal Lo Le u/Jt.lted l/rc dull an<I 1/cur /IrxL aLovr: tvrillen. ,g+igns~r, ~+ealel attl ~lrliberea ~ss klje ~lresenre aE ~ ~-_ PMG REALTY CO. Mortimer H. Menaker,I'reairlrs,to atLnxL: <( Certrud /M, Segal, Searotu u ,. '~ REALTY TRANSFER TAX I For: RECOROER~s use oNL~ j Rcc-tlo 17-AVl BOOK NUMBER ___~ COMMONWEALTH OF PENNSYLVANIA PAGE NUMBER ~1_-T- -~j-~- BUREA~ of ~o",~°Y ~o~~E~r10N1 AFFIDAVIT OF VALUE DATE RECORDED - ~ ~^ J/ COMPLETE APPLICABLE SECTIONS IN FULL ANO FILE IN OU PLICATE WITH RECORDER OF DEEDS WHEN (I) THE FULL CONSIDERATION IS NOT SET FORTH IN THE DEED, (2) THE TRANSFER IS WIT110UT CONSIDERATION OR A GIFT, OR (71 A TA% EXEMPTION IS CLAIMED, (REFER SECT. 8, RTT ACT OF DEC. Z7, 1951, P. 1. 17<1 AS AMENDED) SECTIOtII (COMPLETEF2613 NOrthT3eCORd Street PMC RPa~ t~ co. _.Haz~ura, Penna _1717 ~ GRSNTOR Ifl ADDRESS OR AN TEL. ISI LOCATION OF IAN D, TENEMENTS AND MEREOITAMENTS: R.O.. STREET ~ NUMBER OR OTHER OE SC NiPTION NAME OF LOCAL GOVERNMENTAL VNIT COUNTr'. FULL CONSIDERATION SIB.000.OO MIGNEST ASSESSED VALVE f FAIR MARKET VALUES REALTY TRANSFER TAX PAID S ~ 0 • o-o TAX EXEMPT TRANSACTIONS( IF TRANSFER IS PARTIALLY OR WHOLLY EXEMPT, SHOW AMOUNT EXEMPY, REASON (S) ANO CITE PORTION OF LAW. IF THIS IS A TRANSFER FROM A STRAW, AGENT OR TRUST AGREEMENT, COMPLETE THE REVERSE SIDE. SECTION II (COMPLETE ONLY IF PROPERTY WAS SUBJECT TO LIEN OR MORTGAGE AT THE TIME OF TRANSFER) EXISTING MORTGAG& i DISPOSITION ~ _ __ EXISTING MORTGAGE( S DISPOSITION p v rn -s .. MORTGAGEE wuu NLaa ~ ~- -, fn -~- (w T__ -+ nn _1 EXISTING LIEN OR OBLIGATION( S DISPOSITION z `~ ~ ''~ z (: N, ~ Ey C9i Fn IIFN NOL R L --t ,~ O EXISTING UEH OR OBUGATIONI f DISPOSITION ~ ~' a I, l1ENnOLOER AODR -. /o SECTION I11 i (COMPLETE ONLY IF TRANSFER IS RESULT Of JUDICIAL SALE) OFFICIAL CONDUCTING SALE AM L SUCCESSFUL BIDDER NAME ADURE55 TITLE JUDGEMENT PLUS 010 PRICE HIGHES T ASSESSED PRIOR LIENS V' LUE JUOGEMENTPWSINTEREST S '•)•' ~~•'^•.\-•b."~5 1: AiA~ -II a ;~ BIO PRICE a•k" i .>< S k-- {~~ w. + ti, L ~' ~ +- PRIOR R C I ~ ? '- ~r Al ~. i l~t~i'~~ ~~ ~ • R EDM R `~ ' ~ PRIOR RECORDED MORTGAGE S _ S ~^~^ r~ I • r ~ •'-ic ~ i - ht !~ . ~ UNPAID REAL ESTATE TAXES S 1 v ~ "' " ~-... ~'- -}r 1 WATER RENT DUE S S ~ ~ . Arlo 4w ~ y ~ ' ~' SEWAGE RENT DUE S f +?, ~,t 1.,:<;.,..,,, ATTORNEY FEES f S Y..!W ~r •'' _ i~.lA ~.: ~ OTHER (COSTS, E C.) f f r k I TOTAL - f S S NOTE( CALCULATIONS MUST BE SHOWN IN ' LL COLUMNS. SWO NANO SUBSCRIBED 8 FORE ME THIS.__ MY COMMISSION EXPIRES 19 G, A1y Corm:nsion ~ Expires First tdocay ci ;cruary, 1980 ALL OF THE INFORMATION ELATE~j ED ON BOTFJ"SIDES OF TM IS AF FIOAVIIT IS TRUEy PgxL AND COMPLETE TO 7~HE BEfT O.F MY KNOWLEDGE, INfOR~{A• TI HD B~ln ~~~~~~ryryryryryry77T777'yyyyyy'''ANTEE AGENT FOR GR I~NTEE ANTOR ~ AGENT FOR GR,~NTOR TRAW ~ TAU STEE t'r-~rl{~L; i~ `I I ~ I Bl1u~Q'~9i 63i'A~f 561 ~ttst»tD, on the doh o/ the dote o/ Ute above lrulenture, o/ the above-named ,,(~ontntaltZUrnltl~ of ;~~lrltn~~lv~~uia (( ~,~~, ~CiOliltf}t aF~ DAUPHIN_ _! _ 1 • J hercbU ecru/U, LIruL orx Lhit ~ -~ daU of r~~` i,a!,the Ueur a/ our J.onl one t/ronsu„d rri.rxc !au-xdred and seventy-seyen~ Le%re nxe,',tlxe subscriber, a .lbinrU Pubic, res(di.n~ irx tlr.e above Co~7onwealth and County, persorau(lU uppeured MORTIMER H. MENAIQrRebe utturncU nanxed ira tlae fore;Qc~in~ Jndeu.lure, anal bU virtue a,rr( ir+ pursuance of tlae arctlrorilU th.crcin con./erred u,~on Nina, uck,+utc(edged Clac suicl lrrtlen.Lure to be the act and deed of L/ae said ', PMG REALTY CO., Grantor therein. ~I st~ittttfi nrU ltuntl ar,d Notarial teal lho rluU and lJnar aforesaid. rllU co»rr-xitaiora eapiret ~, ~ II ~ ~ _ ,. II NOTARY PUBL{C JI'otarU Pu lic,. ~; " ~~ Mr ran;wrwon 4plm N.~rCA !O, 1975 ~~ ~' ~9rxr~~ KrrrEl~~t tlaat tlar~ preclte atlkA-4at+r-af:l./a~ ~+riw.t9+my laerelrl~ it , ~ _ ,. ,~ .. ~ ~ ~i ~~ .- ~ U;. -'- wr_ '4+ t.' ~ 4 4 u k .:~ C7 1- P ~ ~ ; ~! ~. ~ F ' ~ ~`~• ~~ ~ ~~' ~. `. ~dt1t' c~~11~~rri~~jt n~ ;.~c3zlc~~~li~tltix~ ' ~Oitlt .~ ~ s g. tit •~ - .l~ ~. ~ ~ -~.. ` I ~ , ~sroras in the OJJ1cc~r Jlecordira¢ o/ Deeds in anal for ~i-l~c~-~"- ~~~% ~" !rx nest! IJriok ~ ~~y ~ ~ i~ Pa:a ~f, F.t.o. ~itnt9+s r».r hund and seal of O/flee llri.s ~'~" ~~- - - ~ I -_ _ -_ __- -- _ _ - _ -- - - _ _ ___ _ I _ < ; ~ .i. _ ..,ice - , . .., . __ ._ --- 1~~"~ ~. , F~ 3 ,~ , ~'~ ~~ . ,. 410 .:.`„ risb~u~ig;~ '19i-1U 8 ~~ --------- ~ M ,f ~~ .~ .. ICT~ ESTATE TAB( CIT ,~ ~ .____- ,.. R ~~ ~ ~I ---- -- Map -------- " ' ' `B OFFICE OF THE CITY TREr1S URER CITY GOVERNMENT ' ~ ;' CEN~ ER ~ ~4 m CITY OF HARRISBURG ~ " d 10 N. 2ND STREET, SUITE 1 3 HARRISIURG, PA 17101-I6~9 ~RI~ N '~Q p$ C* ~. 7 ~ ~~ ~~ ~ ~~ 17011 - -PROPER"TY INFORIVIATI~N_ ,..t.~ ~~ ;~~t:~=' 72-74 S 14TH ST ~~~~ ~_,_ TOULOUMES _ = r ~ ,HARRY 1~ I ~ ~ ~ ~ - - ,~.€~~ ''' ~ ' ~ ~~~ '~"k'r. F y fi 7 lu$>ioII a`~ia amount on thi + ~'`- , ,~ ~ ` ` ~ ~ ~ ~~ ~ ' ` / 5 'F Q > ~ s tax form is zero ,,''app' ~~R`,~,~~`~'r sidence~ Yvu have either 9r t~~e~e~~lu~sio ~ ~ ~ I",~„ AS=S' ~ n or ,1R ctis~•p~ ~ Your aAPlication has I=1OMESTE.~3~ I ~~ , ~:~?p I'~ET ASSEa ~~ "~ ~ ~ Rx~usion a ' ` PP~~ation~ > tQ ~ ' - .. ~ ~h Assessment Off s re 'nailed by the I1VAI. T f~,,; , q~{ ~0 ~ ~~ _ , . ,., ,l., ic fe lirle - C .YQ ~' owners to Bet b ~n Y December ] 5 to ~ ESTEgD 1~DUC~;-' - q r~ e ~~~~' T'nual fiiing.~deadline mine if their ro ert s March sc P P Y 1 . -,.._ ~ ` ~` `_ ~. AMfl... ~ ~`~ ; :Mayor: Ste h Pen R. eed 9 ~. •, ~ ~~~o a~ I~,"~~ssrrtent appeal fili ~~ :p ":,~' ~/1'0/ ~ n ~,~, zt :d' of Assessment q B de ~' PPeals f dline with the Dauphin ir the ~, ,, unt ifp$ 5;4,0.. 7i9 ! 0% P n I -.sue 1X rf and P ; fore 11 / YQ ~ ~, `. ax ~ next tax vear is '- :.: ; ~" , vie 12/31/ '` B , `: es arg ~~~ thr u fit, ,~,h a; mor , ,... T`~'uld'for~~ ~thi . ~~, s'billsto you ------- gage escrow ac~rt~ .. .,_, .. ,. _ r mo ; '~ ~ rtgage lender. ':- :~ ~ _ .. .. ~ ~ .. fi,A;MOUNT IS AVAI ABLE. " ~ .. W~ iS ALS VAtLAELE. ----. WARRANTY DEED {time the 'r fiord une thousand t:arte hundred and NO, 615 1 day o1 L'r~ Tc:/:;tR in flee year o/• uua eighty two (1982) ~ettUteit DENNIS B. WARNER (By Ftis Attorney-In-Fact Candace L. Warner) ar>d CANDACE L. WARNER, his wife, of Falls Church, Virginia, GRANjTORS A N D HARRY N. T'OULOUMES, Married Man of Harrisburg, Dauphin County, Pennsylvania, GRAN' EES 3~ttnes+:rrTh, Heat the said paries of tltc fio•st part, for and in considern,'ion of the Burn. of SEVENTY EIGHT THOUSAND FIVE HUNDRED AND NO/100--------------- ----------------------($78,1500.00) .Dollars, lawful money o f tlae United States unto part ;r of the second Part, the receipt whereof is hereby ac olwle~ truly paid by tlac~lsaid bargain, sell, alien enfeof f, releare, convey and confirm. canto the sai~eu tdy hereby gr~arct, Pa-'t, his heirs p of the •ve~;naul and Asady~, ~1l THAT CERTAIN tract of land situate in Last Pennsboro Township, Cumberl~rrd County, Pennsylvania, more particularly bounded and described as follows acc~rd- ing to the hereinafter referred to Plan of West Creek Hills, to wit: BEGINNING at the point of intersection of the line of the western edge of Marpor~ Road and the line of adjoiner between Lots Nos. 14 and 15; thence in a southerly direction for a distance of eighty (80) feet by the said line of said road or} a curve to the right with a radius of one hundred thirty (130) feet to lands nc~w or formerly of the Union Supply Company, Inc.; thence North 83 degrees 55 minutes 30 seconds West by last mentioned lands for a distance of one hundred forty ~'nd thirty hundredths (140.30) feet; thence South 67 degrees 20 minutes West for 'a distance of two hundred seventy five and eighty-four hundredths (275.84) feed by lands of same to a point on the East side of Conodoguinet Creek; thence by. same North 28 degrees 13 minutes West fora distance of one hundred seventy acrd sixty-six hundredths (170.66) feet to a point; thence North 67 degrees 50 ndnlrtes East for a distance of three hundred eighty-four and seventy-five hundredths 11,(384.75) feet to a point; thence South 48 degrees 40 minutes East by lands now or formerly of William C. Thoms and Mary Stanton Toms, his wife, for a distance of one hu#rdred ninety-nine and eighty_si~ hundredths (199.36) feet to tlse pcirt and place of BEGINNING. BEING all of Lot No. 14 and part of Lot No. 13 in the Plan of Lots known as West Creek Hills, laid out by D. P. Raffensperger, Registered Surveyor, for Clyde b. Smyser, said plan of Lots being recorded in the Cumberland Courrt.y Recorder's Office in Plan Book 8, Page q, SUBJECT t0 restrictions as contained in prior deeds, BEING THE SAME PREMISES which James L. McKelvey and F. Eileen bk•Kelvey, his wife, by Deed dated February 24, 1978 and recorded in the Office of the Recorder of anddconveyed untoCDennis Ba Warner andDCandacekL.~Warner,~his7wifege 849, granted 80015/ ,`Z~ PACE 8~ ~. _ _. ., __r r ~:agetlier with all axzd singulur the hcre~iitaments arad appurtenances thereunto belo~ny- ing or in anywise apperta~i~zing a,td the rev~•r,ions nnrl remainders, rezzts. ~issucs and prutiz.P thereof; and all the estate, right, title, interest, property, cluirzz and dcnzand ze~hatsoevcr of the said part of the first part, in laxu, equity or otherxcise of, in, and to the same and ererri part thereof. ''C)lv1hJ;C7IyWEF,IiN JF FF..iJt.iSYLV.~iu ` CtEP~aRT~Et~T OF REVENUE t ~r~~i ' ..._ r, 1~ ~ l~..l «...., k.~ w....W.. .. ~, ~/ 4 .r a7 kt, ,. LL~ 'e.»... ...... ?_ .~. t I `. '~ ~....... ..,.. .. u~o ~lanr ttnb in ~inll the above described 1remises with the appurtenances unitr~ the said party of the second part his heirs and Assigne, forever. I ) 1!i itesl Tows a M _ .~. ..__._ ~~ 4 Est~b Termer Tact ; ...i ~ ~~ ~., ~a :..~ Oste,.C ` : _'. -'~ Amt ,:: ..~~ ,. t ..,~ Transfer Tax ,~ - _ __ GwItIJ 1~U ,,:;il. L'Oi. t~t ~~„~,• ~ .. --r; ~x rx4 r.i ~~ :~tlt1 the said partiesof the first part, do hereby covenant and agree to and te7i~h the said party of the second part, that. the said parties of the first part ,~~Cecu- tora and Administrators, Shall and Will Td'arrant and Forever Defend the herein above de- scribed premises faith the hereditaments and appurtenances, unto the said party o the second part, heirs and Assigns, against the said part ies of the first part and, against every other person lawfully claiming, or who shall hereafter claim, the same or any (part thereof. Jn ~itne>ts ~herenf, the said part ies of the first part brae hereunto set sand and seal the day and year first above written. •~n. ^~x~ C~rr..t. ~re-tr ~ignelt fettled ~nl ~elinrrr~ 6 •L iii 211e }~resetue of nnis arner b Hi _ _ s Attorney-In- ' .; _.. . t ~ ~ •, y a/ct Can/~dace L. Warner _` 7 Y __ e i ~... -, ... <.1..(~-~~C.:'i.a~......~ ..........~ r{, `~ Gc~. GCGG :~ f-~. ~ : ~/,(j~t,'~'1..[.L' J}~ ~ "' R i~ ~, Candace L. Warne' __ .' ...... ~ b81;UlL ................ . .............................................................................. ................................................................ .. .... 1 ............................................................. . +/ _ _ __ _.. _ 8R BOOK,J~ ,29 PACE ,_y., ~._.r,- aLn,nnlnnwraltll of ~Irunsgluwniu C~nuntu of <<,i r4i (~~ R lhrv n ~ ~~. c On this, the ~ r , ~ day of C' c. rca ~ C.2 A. D. 19k; t. • ,ucj'a•e vu a notary public the undersigned officer, /versonally aFpeared Candace L. Warner (Individually and as Attorney-In-Fact for Denras B. Warner proven) to be the person rchose nunl.c is suLscribed to thetzv't1 in i,cstrurtar,z toad aclcnozvledged that she executed the same for the .purposes therein contained. Jn 3~iTnrss 3~lTrrenf, hereunto set my hand and official seal. ......... .:1..~~.~ .-- ~ ". CHARLES.E .BEATTY......... ..... ~.~ - NOTARY PUBLIC r~~~ or orr~a~ - .` `` ~' '.:' hry lbnunleYon Fxgr~ Sept il, 1913 <.: ~- ~, 1r~, ~'' :,, v~ - Cemp Hill, re. Cumberland C~untr -, u~~~., '~ V ~ a . II ~jierehy Qierlifg, that the precise residence of the Granter is 7Sc/ ~gwor Ron 01 C~«~ H; r( e~., ~, t~ „a t^,OrtN'f'~ ~C Ne11 . I ~v t t _-___.. Attorney /nr _ ', ~; ~N 'ti i i '~,. a° I • ~ i ~ Q, i ~'' ` '. i N, f e i :~ ~ ~i .} "( I ~ ~ ~ ~ o° .}..t a ~ ~ ', z o ~~+ ,~ ° N `•. 3 c p a s F^^ M L •p 0 sit `a' , s 0 ~ ~ }~ ~ ~. Y A ~•:, ~in~nmm~lue~li,~ of ~rnnsillaania Recorded on tlcis ~~ chit of C%~ '~'9` Yecorder's Office of the said Gauvaty in Deed Boole /~ Yolume `4' D 1 in the Givers-undt;r ~tcy: hand and the seal o the aai ~T ~aqe ~~6 f d Of f:ce, the date above written. .... ....................................................................... .. .._ _ I~eeorder BOOK~;Z9 PACE $48 ', r._. 7 S °i /~ A.~ ~;R ~ a ~ 0 PAYABLE TO DEBBIE LUPOLO, TREASURER 98 S. ENOLA DRIVE, ROOM 101 ENOLA PA 17025-0769 DESCRIPTION ASSESS.NO • 09005091 MAP NO: 09.18-1304-072 759 MANOR ROAD ACRES 1.230 DEED 0029X/008 WEST CREEK HILLS LOT14&PTOF13 PB8PG4 Residential Building RESIDENTIAL TAX PAYER CCIPY ~NI No: 6944 nntrnl Aln~ nno _ nncno, Sttte rilatt of Ree l Estate Taxes ill Date: 7/01/2009 Assesse Land Improvement Mineral , Total -1 Values 47,300 114,290 0 16I 1 590 tiomeatead Exclusion ~ i , 9 ~~~_ GST PENN8BOR0 AREA SA. Discount ~ ace Penal Rates 12.89900 12.89900 12.89900 2 101; SCHOOL R B 610.12 1 474.23 2 84.35 Homestead Credit - ---- 26.11- "" _ as TAX AMOUNT DUE -~> =,I,a,lsios ` tf lssaaa :2.154.08 Z! laid Oa or Attar 7-02--~t709 9 0 2009 11 O1 2009 it laid Oa or Delose 8 312009 10 3 2009 12 15 2009 TA% PAVER '~ -"•-'~~ T~ULOUMES, HARRYN , ~1+'wr. 759 MANOR ROAD A'~G ~ ~ ~i;;.~~ CAMP HILL PA 17011.1718 DEBBIE LUPUL~ EAST PENNSBORO T1M1 OFFICE HouRS TREASURER 1Gf6R6AY=THURSDAY 9.OOAM - 4.OOPM RE7UEg11.QNE COPY WITH PAYMENT"'IF TAXES ARE E CROWED FORWARD TO MORTOAAE CO."">)i'1,00 FEE F4R EACH ADD't. C0 Y OR RECEIPT MF NOT PD BY 1?J114ADSi THIS MLL 1i'~ILL BE RETURNED TAX CLM BUREAU FOR COU.ECTION 8 FlUND" OF A UEN ACrNST YOUR PROPERTY CLOSED FRIDAYS ~ HOLIDAYS CLOSED SEPT 21-25 & DEC 21-25 PHONE (717)901-9392 NOTICE OF PROPERTY TAX flELIEF ~, Your enclosed tax bill includes a tax reduction for your homestead and/o farmstead property. As an eligible homestead and/or farmstead property owner, y u have received tax relief through a homestead and/or farmstead exclusion which has be n provided under the Pennsylvania Taxpayer Relief Act, a la+rl passed by the Penns Ivania General Assembly designed to reduce your property taxes. -r I __ T _ _ ~ _. _ ~,r- _. __- MerNll Lynch, Pie~+ce, Fenner & Smi#h Inc. Member, Securities Investor Protection Corporation (SIPC) ~~~ ACCOUNT // F/A ~{ PAGE # 2AT 34K43 1009 1 STATEMENT PERIOD 01/01/10 TO 03/31/10 CONTACT THE FINANCIAL INVESTOR ADVISORY CENTER AT CREDIT LINE 1-888-ML-INVEST OFFICE SERVING YOUR ACCOUNT: TYPE PO BOX 1528 PENNINGTON NJ 08534-1528 CREDIT STSOOR02 10090 G18119 0003795 MR HARRY N TOULOUMES 759 MANOR RD CAMP HILL PA 17011-1718 FOR CUSTOMER SERVICE PLEASE CALL TOLL-FREE 1-888-ML-INVEST. ~,.a - ~vi Via, r ; }? f >;„' r~'= All brokerage accounts are held at Merrill Lynch, Pierce, Fenner & Smith Irncorporated (tdLPF'IkS j , Memuer S i Pu. Bank dcpos i is are he I d at Lice Meer i i i Lynch Banns oil uthci depository institutions and are covered by FDIC Insurance up to applicable limits. They are not protected by SIPC, see note on the last page of this statement for 'more information. ***** ACCOUNT SUMMARY ***** OPENING BSLAOONCE CLOSING BSL CE INVESTMENTS MONEY ACCOUNTS PRICF7D PORTFOLIO OO O $.00 $.00 ***** OTHER ***** ***** INDEPENDENTLY VALUED DIRECT INVESTMENTS ***** INVESTMENT DESCRIPTION QUANTITY EST. VALUE PER UNIT ES 11. VALUE* CAPITAL REALTY INVESTORS IV LP 84 Individual Investor Account 10 61.000 ', $610(1) SUB-TOTAL I $610 * THE AMOUNTS PRESENTED FOR LIMITED PARTNERSHIPS AND OTHER DIRECT INVESTM NTS ARE FOR INFORMATIONAL PURPOSES ONLY, GENERALLY DO NOT REPRESENT THE MARKET OR LIQ IDATION VALUE OF THESE INVESTMENTS, AND MAY VARY FROM VALUES (IF ANY) PROVIDED BY THE ISSUER OR OTHERS. THESE INVESTMENTS ARE GENERALLY ILLIQUID AND ARE NOT LISTED ON A' ATIONAL SECURITIES EXCHANGE OR THE NASDAQ STOCK MARKET, AND INVESTORS MAY NOT BE BLE TO SELL THEM OR REALIZE THE AMOUNTS SHOWN ABOVE UPON A SALE OR LIQUIDATION. ALSO, 'THESE AMOUNTS ARE NOT INCLUDED IN THE "PRICED PORTFOLIO" OR SIMILAR CATEGORIES OF THIS STATEMENT. THESE INVESTMENTS ARE NOT REGISTERED IN THE NAME OF OR HELD BY MLPFBcS OR ITS NOMINEES AND ARE HELD BY YOU OR REGISTERED IN YOUR NAME WITH THE ISSUER OR ITS AGENT. MLPFBcS DOES NOT HOLD OR ACT AS CUSTODIAN FOR THESE INVESTMENTS. THE AMOUNTS REPREiSENT ONE OF THE FOLLOWING, AS INDICATED: (1) - AN ESTIMATE OF VALUE PROVIDED TO MERRILL LYNCH BY AN INDEPENDENT VALUATION SERVICE ON AT LEAST AN ANNUAL BASIS. THIS AMOUNT HAS NOT BEEN ADJUSTED TO REFLECT CHANGES WHICH MAY HAVE TAKEN PLACE SUBSEQUENT TO THAT VALUATION DATE',. (2) - UNAVAILABLE; THE VALUE OF THIS INVESTMENT MAY BE DIFFERENT THAN ITS (ORIGINAL PURCHASE PRICE. THE gISCLOSURE ON THE REVERSE SIDE OF THIS STATEMENT WITH RESPECT TO THE V~4LUE OF LIMITED PARTNERSHIPS AND OTHER DIRECT INVESTMENTS SHOULD BE DISREGARDED IN''~FAVOR OF THE ABOVE. PLEASE RETAIN THIS STATEMENT TO ENABLE YOU TO COMPUTE ANY INTEREST ON YOUR NEXT STATEMENT. For 24-hour up-to-date account information, sign-on to MyMerrill.com(R). You can enroll at www.mymerrill.com. -000003795 END OF STATEMENT MARCH 2010 FOR AN EXPLANATION OF SYMBOLS, PLEASE SEE REVERSE SIDE t PLEASE ADVISE YOUR FINANCIAL ADVISOR IMMEDIATELY OF ANY OISCRE PANCIE9 ON YOUR 9TATEMEN T OR IF YOU CONTEMPLATE CHANGING YOUR gDORE SS y WHEN MAKING INQUIRIES. PLEASE MENTION YOUR ACCOUNT NUMBER ANO ADDRESS ALL CORRESPONDENCE TO THE OFFICE SERVICING YOUR ACCOUNT. Mlst>~il~ Lynch ( WE URGE YOV TO PRESERVE T/KS STATEMEN T FOR USE IN PREMRINO INCOME TA%RETURNS. CODE 5035R (R2-10) I +~: Darden Restaurants, Inc. -Historic Stock Lookup Page 1 of 1 Gift Cards Locations Contact Seai +.. ~~ ~ _ OUR COMPANY OUR BRANDS OUR COMMITMENTS INVESTORS MEDIA NYSE : DRI Apr 21, 2010 $47.40 + 0.28 4:00 PM ET Investor Relations News Releases Events & Presentations Financial Information Fundamentals Five Year Financial Summary Debt Ratings Quarterly Summary SEC Filings XBRL Non-GAAP Reporting Stock Information Historic Stock Lookup Investment Calculator Analyst Coverage Dividend Reinvestment Program Dividend/Stock Split History Cost Basis Information Email Alerts Investor FAQs Safe Harbor Notice Corporate Governance Investor FeedbacklComments Shareholder Tools Shareholder Briefcase Printed Materials Historic Stock Lookup Week of September 14, 2009 Date Open High ', Low Cloy Sep 14, 2009 34.32 35.13 _ _ 34.25 34.5 Sep 15, 2009 _ 34.86 _. ..... .._. _ . _ 35.13 ................ . . __ 34.69 34.5 Sep 16, 2009 _ 34.99 . ....................... 36.51 .......... . 34.99 36.? Sep 17, 2009 36,33 36.99 35.99 36.E Sep 18, 2009 36 88 37.31 36.41 37.: September °~,~ 18 ...2009 ~~~ ask n~ _ r.. htt ://investor.dard _ III p en.com/stocklookup.cfm?historic_Month-9&historlc_Day=18&hi~toric... 4/22/2010 ~I ,_ r _ ~_ -,- _ o ~~ ~ o :; w a' c " ~' ~ .,1 0 ~ o ~ z w ~ ~ o ~ t11 m z O' ~ ~ t0 ~z ~,. ~ K o D'n ~ ~ ~~y mW p~ `~ ~,O'I~ t -c o m ~ !v, ~. ~ J umi '£ O O t_ (7 ~ r V~~,;: i ~' ~ ~i a ~ ~ < ~ m ~ ~~ ~ .a ~ ~ ao n cu' m m d w ~ ~ W N ~ N A C O DD 00 ~ ~ to N ° C. a O o \ c '' zz~z C: ~ '; Y fD n I D o N C oca~ ~~o D ~~ -'~„G.x 0~'s-< f Nis ~o~ m m ~vcn ~o~3afD-, ~ ~mz ~ o O o 7 L(Ap O 1'~N ,~ o ZOO O ~ ~ mom m ~a~~-~ m I Dpz pp 0 ~ ~ HOC ~00\CNDOtA ~ A071~(') ~ mw ~ a~~~~pm „~~ ~ gov'o~~ ~ n V V ~ is IppV~~ ~ ' O C ~cOD O N 000 .P (\V ? ~ ~ N y_(p ;~ ~ 3 ~ O 00 o N W 00 IO N tD C ~ ~ ~ ~ ~ WNo ODON V „~- ,~r, N ?~ ~~~ -~ ~ ~ ~ ~1D ~ t~~7 ~ i' I = 3 ~ ~' ~, c mx Q AV ,oivw o (A Q ,~, i~. N ~j/J ~~o-~~D ``' 3 ~ O 7 N -• (O fD fD ~ ~ C NDO dVWNUOi~ O 1 C~N N C~ ~ COQ N V N (`O ~ 0 ~ CA fD fD ONp ~ o N 000 OND ICp y^ E N § CU N M.0028.8329.01,01.0.O1.ZC7049637671 JAIS_Op1001001-003_001_pApS1NB~RZN.PS_2_07 ~ I ~~~'~~~~~~~~~IIII 1 ae ape r ~ {. _ e Ma~r~h Amer~~~ 000773 iillliiiiuni~l~liiililil~i,~Iil~ii~ii~llltll~~~ili'Itl~lunl~ii STEVE C NICHOLAS EX EST HARRY N TOULOUMES 2215 FOREST HILLS DRIVE STE#37 HARRISBURG PA 17112-1099 Please see important PRIVACY NOTICE on reveres side of statement. Debit Account Details: HARRY N TOULOUMES Payment Advice Pa~ent Tax Date Year 16 May 2006 2010 ^ 001CD70003 '"-WARN ooHxoa.aP Principal 900.000A00 1UDC _.r _.r _.. - - Computershare Trust Company, N.A. PO Box 43078 Providence, RI 02940-3078 Telephone: 800 633 4236 www.computershare.coMinvestor F6;95.0.00 Withheld L F R G '' Lafarge North America Inc Batik. of America AfCanta, Dekalb County, Ge~ i-'00 L8340?4?11' 1:06 1 i ~ 27881: 3 29 905 086611' _. Tax Fees ~ Net field Withheld Amount 76,950.00 '~' ~~. 64.1278 811 A X09 10:34 From:FULTON FINANCIf~ ADV 717 231 7747 To:7175411527 P.2~2 ~..-=•. Date of Death Valuation as of September 19, 2Q49 H. '~ouloumes DIT 41 F-168-01-9 3h,_afes Security Desc~intion DOD line' 1627.000 ATB~T Inc. 43,575.1 ~ 1000.000 Baxter Intl Inc Com 58,555.0 Ex-Dividend 260, 800.000 Bristol Myers Squibb Co 17,996. 100.000 Edwards LifesCiences Corp 6,718.0 1200.000 Emerson E1ec Co 49,056.0 912.000 Exxon Mobil Corp 63,575.5 72551,054 Federated Mun Secs income Tr 772,688.7 237$.428 Fidelity PA Tax Free Portfolio 25,736.6 25918.000 Fulton FinanCia) Corp 198,981.6 684.000 Honeywell In#I Inc 27,284.2 2368.866 Vanguard PA Tax Fnae Fd 26,365.4 161.000 Wells Fargo & Co New 4,594.5 800.000 Wyeth 38,483.9 80.000 Zimmer Hldgs Inc 4,138.4 420.000 Common Stock Fund 22,112.7 2361.000 Value Stock Fund 16,828.7 Federate-PA Muni Cash MMF #8 58,322. A!I 9!1 /2009 to 9/19/2008 2.9