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Home My WebLink About07-16-10 (2)~ 1505610101 REV-1500 Ex ~°1.1°' nn lvania OFFICIAL USE ONLY PA Department of Revenue pe SY County Code Year File Number Bureau of Individual Taxes DEPRPTMENT OF NEVENVE INHERITANCE TAX RETURN PO BOX 280601 i' r`` ,~~ Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT ~ ( ~i~--I ~ ~% ~ ~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 510-54-9318 10/29/2009 07/25/1957 Decedent's Last Name Suffix Decedent's First Name MI STOCKDALE JR. WENDELL B (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 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 O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number ROBERT C. SPITZER (717) 234-4182 First line of address 508 N. 2ND STREET Second line of address BOX 0845 City or Post Office HARRISBURG State ZIP Code PA 17108-0845 REGISTER C~'yVILLS USE OI~ c~ .~7 p :" G_.. : om t ' _~.. -?-i r..t..t ---- " : cn ~ t7~ .,~ r- "~' , ; DAfi~ffC~D t,D Correspondent's a-mail address: C'SpItZ@f@WWWpaIaW.COt11 ,.-} :. °, _ `; - . 1...~ ., ~~,.., `; -..~ -) `-':~ J ~'"j -•7 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. GNATURE O O SP SIBLE FOR FILING RETURN ~ h /t DATE ADDRESS 47 DEER FORD DR ,LANCASTER, PA 17 SIGNATURE OF PREPAR OT R THtAN R N ~[E DATE 7 ~/ '~ -~ ~- ~r ~ ~ 1 '.~ (~ C ~ ADDRESS ~ ' BOX 845, 508 N. 2ND ST., HARRISBURG, PA 17108-0845 PLEASE USE ORIGINAL FORM ONLY Side 1 ],505610101 150561,0101 ~` ~ ~... ~:~ REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME STOCKDALE, JR., WENDELL 6. STREETADDRESS 22 FIELDSTONE DRIVE CITY MECHANICSBURG STATE PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments __ B. Discount 3. Interest 4. ff 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 Line 2, enter the difference. This is the TAX DUE. File Number Total Credits (A + B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT. 3,294.35 0.00 0.00 0.00 3,294.35 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... ~ ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ~ ^ c. retain a reversionary interest; or .......................................................................................................................... x^ ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... x^ ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ ^x 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)j. 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)j. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)j. • 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)j. • 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)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. J 1505610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: STOCKDALE, JR., WENDELL B. ' 510-54-9318 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 222,480.00 2. Stocks and Bonds (Schedule B) ....................................... 2. 1,848.45 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mort a es and Notes Receivable Schedule D 9 9 ( ) ........................... 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 116,077.91 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 1,835.08 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 0.00 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 342,241.44 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ' 51,786.73 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 217,246.86 11. Total Deductions (total Lines 9 and 10) ................................. 11. 269,033.59 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 73,207.85 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 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. 73,207.85 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 73,207.85 16. 3,294.35 17. Amount of Line 14 taxable I at sibling rate X .12 17. 0.00 '' 18. Amount of Line 14 taxable 0 00 at collateral rate X .15 18. . 19. TAX DUE ....................................................... .. 19. ' 3,294.35 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 Lsas6loLOS Lsos61o1os F2EU-~so2 Ex*~ r~-s~? ~, ,. ~' ~.~~ 5-CNED~ILE ~1 CflMMflNVVEALTH Gi= PENNSYLI,'ANIA REAL E5TATE ENHERITANCE. ?~AX RETURN RESIC3EN'1` f~E~.E~JENT ESTATE OF FILE NUMBER Wendell Stockdale 2009 1040 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REL1-''503 EX+ (6-~8i ,~... scHEOU~~ ~ Ci~MMONVJEALTM OF PENNSYLVANIA 5TC3CKS & BC}ND5 INHERITANCE TAX RETURN RESIDENT CJECEC}ENT ESTATE OF FILE NUMBER Wendell Stockdale 2009 1040 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~~ FULTON BANK 52 SHARES @8.61 PER SHARE 447 72 2. N L INDUSTRIES 35 SHARES @ 6.44 PER SHARE 225 40 3. BAROID 32 SHARES @ 0 PER SHARE 0 00 4. MEDICAL DYNAMICS 300 SHARES @ 0 PER SHARE-SEE ESHCHEATED PROPERTY TO PA. 0 00 Cr'U C ~ 7 5. TRANS ATLANTIC GAMES 1000 SHARES @ PER SHARE 0.00 6. PACIFIC INTERNATIONAL 500 SHARES @ 0 PER SHARE 0 00 7. ADVANCED ENERGY 500 SHARES @ PER SHARE O.oo 8. CHEF'S INTERNATIONAL 2000 SHARES @ SEE ESCHEATED PROPERTY TO PA 0 00 9. INTERNATIONAL THOROUGHBRED 240 SHARES @ $.03 PER SHARE 7 20 10. COLUMBIA WATER C0.40 SHARES AT $17.50 PER SHARE, SEE CORRESPONDENCE 700 00 ATTA/'`UCrI 11. KRONOS 35 SHARES @13.38 PER SHARE 468.13 TOTAL (Also enter on line 2, Recapitulation) I $ 1.848.45 (If more space is needed, insert additional sheets of the same size) RE`J-150£ EX+ t6-3£3) ~~Y ~ ~' SCHEDULE E COMMQNl1VEALTH OP PENNSYLVANIA CASH, BANK DEPOSITS, $c MISC. INHERITANCE 1"AX RETL3RN PERSONAL PROPERTY RESfDENT DECEDENT ESTATE OF (FILE NUMBER Wendell Stockdale 2009 1040 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. COIN COLLECTION PER INVENTORY FROM SAFE DEPOSIT BOX, ITEMS # 10,310.12 AAII'1 CI IDTUCD \/AI I ICr1 DCD TUC ATTA!`UCrI ADDDAICAI 0 2. TOYOTA HIGHLANDER SOLD TO D. STOCKDALE 1-7-10 $7,000 7,000.00 3. FORD F-150, TRUCK SOLD TO KEISER BODY SHOP, AS IS $300 300.00 4. BOAT & TRAILER, TITLE *22903 200 00 5. HOUSEHOLD GOODS, PER APPRAISAL OF MURRAY AUCTIONEERS, ATTACHED 4,470.00 6. PNC CHECKING ACCOUNT, #0906, W/INTEREST $2.66 21,647.20 PNC CHECKING ACCOUNT, #6683, NO INTEREST 5 784 70 , . 8. ROCHE VACATION PAY ACCRUED 7 128 81 9. VARIOUS UNLASHED CHECKS, PER SCHEDULE ATTACHED 2,703.86 10. VARIOUS GUNS, PER LISTING AND APPRAISAL ATTACHED 3 755 00 11. OTHER TANGIBLE PERSONAL PROPERTY, PER LIST AND VALUATIO ATTACHED, BY EXR. 1,450.00 12. CLAIM TO PA DEPARTMENT UNCLAIMED PROPERTY, VARIOUS-SCHEDULE ATTACHED 3,104.89 13. ROCHE AWARDS FOR PERFORMANCE FROM EMPLOYER (1500 & 2500 & 2343.94) 6,343.94 14. ALLSTATE INSURANCE REFUND 319 49 15. UNCLAIMED PROPERTY CLAIM-STATE OF OHIO- 97 14 16. ROCHE FLEXIBLE SPENDING PLAN 140 96 17. REFUND CONTRIBUTIONS TO ROCHE SAVINGS & PAY DEFERRAL PLAN 33,243.80 18. FEDERAL INCOME TAX REFUNDS ('08 &'09: $1562 & 6516) 8 078 00 TOTAL (Also enter on line 5, Recapitulation) $ I 1 16,077.91 (If more space is needed, insert additional sheets of the same size) RE~r-159 EX+ f6-9IIi ~ ., SCHEDULE F CdtU€MONWEALTH OF PENNSYLVANIA .1pINTLY-AWNED PROPERTY ENHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Wendell Stockdale 2009 1 X040 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G„ SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. DAVID STOCKDALE 22 FIELDSTONE DRIVE, MECHANICSBURG, PA SON 17050 B. JAMES STOCKDALE 122 FIELDSTONE DRIVE, MECHANICSBURG, PA I SON 17050 C. JOINTLY-OWNED PROPERTY: ITEh^. NUN':BEIR LETTER FOR .;DINT TENANT DATF: Cv9:~'.CE JOINT DES%RIPTION OF PRaPERT`:' INCt.Uf.)E NAPA::. OF FINANCIA(.. INSTITUTION ANC k3ANK ACCOUNT NUA~ti~ER OR SIMILAR IDENTIFYIN~3 NUh1f3Ef2. ATTA{:H DEEC FOR ,1{)INTLY-HELD REAL ESTATE. DATE. O>= DEATH VALUE O~ ASSET 'r~~ OF C(::Ori'S INTER':mST DATE OF DEATH VAt.UE GF DECcCENT';i INTEREST 1. A. 07/11/05 PNC ACCOUNT #*6544 2,403.13 50 1,201.57 2~ A. 02/07105 PNC ACCOUNT#'`8806 1,109.55 50 554.78 3. B. 06/29/07 PNC ACCOUNT #"8347 157.46 50 78.73 ~ ~ ~ ~ t ~/~ TOTAL (Also enter on line 6, Recapitulation) I $ 1,835.08 (If more space is needed, insert additional sheets of the same size) f~EV-151Q EX+ i6-~E3i ~•..'~! ._ CC:}MMC7NWEALTH QF PENNSYLVANIA lNi-iERlTANC~E TAX ~ETI.JRN RESlDEN'f DECEDENT` scN~au~E ~ INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Wendell Stockdale 2009 1040 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 ~ METRO BANK IRA, CERTIF DEPOSIT #*0864, W/ ACCRUED TNT 11.26 2,733.29 0 9.U0 NOT TAXABLE-DECEDENT UNDER 591/2 YEARS OF AGE 2. VARIOUS ROCHE EMPLOYMENT/RETIREMENT BENEFITS, NOT TAXED TOTAL (Also enter on line 7 Recapitulation) $ I 0.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Wendell Stockdale 2009 1040 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t' MYERS FUNERAL HOME 4,364.50 2~ MEAL AFTER FUNERAL 823.92 3 4. ` 5. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) WENDELL STOCKDALE SR & JANE STOCKDALE Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 47 DEER FORD DRIVE City LANCASTER .State PA Zip 17601 Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant JAMES AND DAVID STOCKDALE Street Address 22 FIELD STONE DRIVE City MECHANICSBURG State PA _Zip 17055 Relationship of Claimant to Decedent SONS 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. APPRAISAL- GUNS, BACKWOODS OUTFITTERS 8. APPRAISAL- HOUSEHOLD GOODS, MURRAY AUCTION 9. VEHICLE REPAIRS TO SELL ~o. APPRAISAL OF PROPERTY FOR SALE ~~. METRO BANK SAFE DEPOSIT BOX FOR COINS & FEES 12. CONTINUATION SEE H-2 0.00 20,000.00 3,500.00 854.60 1,375.00 280.00 159.00 177.09 350.00 124.00 19,778.62 TOTAL (Also enter on line 9, Recapitulation) I $ 51,786.73 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H -- 'L COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Wendell Stockdale H--2 CONTINUATION PAGE 2009-1040 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 1. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City .State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 13 INTEREST, MAINTENANCE AND NECESSARY REPAIRS TO DWELLING, SCHEDULE A 19,507.71 14 SUPPLIES FOR ADMINISTRATION 202.65 15 QUALITECH COMPUTER, RETRIEVE HARD DRIVE 37.10 16 MAILING EXPENSES 31.16 TOTAL (Also enter on line 9, Recapitulation) I $ 19,778.62 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Wendell Stockdale 2009 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. (If more space is needed, insert additional sheets of the same size) ~ • - .- SCHE~U~E J corJr,,~oN~r~~.a~r~ ~.~~ ~cNNSY~~~,~aralA BENEFICIARIES ENHEi?ITFaNi:.E TAX RETt1NN RESIDENT C~~CEDENT ESTATE OF FILE NUMBER Wendell Stockdale 200!a 1040 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 ~ DAVID STOCKDALE SON 50a/a 2~ JAMES STOCKDALE SON ~0% NOTE: BENEFICIARIES, 18 AND 21, RECEIVE INCOME AND PRINCIP~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ 0.00 (If more space is needed, insert additional sheets of the same size) LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. 1 3~L~e f(t,. this ;:ertrticate. `ti(;.Ot? P 15839012 Certifict-t-(~n Nun~t~e=, c~~,,~~,~~,tZH OF Pfy~~~~, o/ 2-% `!~, ~! ;~ ~ z o, s v'. tai .~' ~~ ~, \,~MfNI ~1 ~ril~~ ..,rr~r=. This i~, to ~ertifv that the informatior- here given is c~~rrectiy cl.~pie.d truia- _ul c~ri~~inai (~ ertificate (~t~ Death duly file~I ~~~ith ntr: a~, t..ora! Reg(strar. The i,~ri~~inal ec~rtil~i~~ate will ~yc f~~>) warded t~(1 the State Vital i:ec(>rds t)i'fice fl tr fie) m~--~ent i~ilin~~. i~L~~ .~t~:al ResTistrar Date Issued N105.144 REV 11/2006 TYPE ~ PRINT tlJ PERMANENT BLACK iNK i~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CORONER'S C(*RTIFICAT~ OF DEATH (See Instructions and axamplas on rever>sej ATGTF FII F ul I~IHFG 1. Name a Decedww (Fkal, rodeo, ~sL sulfiz) z. bar 3. SocW Number 4. Daa a Dam (MorWt, aay, year) Wendell B Stockdale, Jr. Male 51 _ 54 _ 9318 October 29, 2009 s. Aga (last BiAlday) t"der t under t da 6. Data a elan Moan, r T. ertd wM a ~ ) Bor. Plea a Deadl gtedc oa 52 ~` a" ~` July 25, 1957 Montgomery, AL "°`D"''' 011ic Y~ ^ Inpaaww ^ ER / Outpetlww ^ DOA ^ Nurwg Nome atderta ^Othw • Spedty: 6b. County d Death !k. City, Twp. Death 8d. FaciEly Name (tl nd irKtlhwior6 Giv ttreel Ord number) g. Wore Decedww d WapaNe Origin9 No ^ Yes 10. Raa: American Miden, aleck White, er. Cumberland Silver Spring 22 Fieldstone Drive (tl'"`''p°a'''0i°°"' ( White Mexican, PueAO Wan, etc J 11. Decedents Usual Kind d work aorta rtast d pls. Do rql stare reEred 12. Wu Deadww ever h the t3. Dewdsra't Educetlm (Seedy aNy higtteN grade mnpleted) 14. MartlM Sgtue: Monied, Never MardW, 16. ;iurMvkp Spouw (r wAa, give rtlaklen r>eme) Kind d W Kird d e w 1 Industry `dru Pharmaceutical Re U.S. Artnad Foroea7 Elanerltory / $ecorldery (0,12) Corege (1 4 «S+) W ( d ~vorce~ g p ^vee ~lo 18. DecadeM's Mailing Address (strew, aty 1 butt, state, zip code) Deardwa'a PA Did Decederw 22 Fieldstone Drive ~• 17&~+• ~•"a ,7o.(~Yw,DscedenlLivedk, Twp. Mechanicsburg, PA 17050 ,~,.~,,,,y Gumberland T°"'""p7 ,7a.^No.oeaderaUvedwlnan Acbai LkraY a CNy / eao 16.Porter'sNartre(Fkat,midde,teel,eNhx) Wendell Berg Stockdale Sr. 1°'"~"r`""t"(F~l'n'a°l''ma°n""'w"') Jane Hinkle 20a. Intamant's Name (Type /Print) David E. Stockdale 20b. IrlfarnanYe MaWrp Addrew / ~i"e~s~on~`~~ive Mechanicsburg, PA 17050 2ta. Mehod d Dispaibori ~rartiaEat ^ DoneEOn 21b. Oete a Ohposluon (Moran. day, yeer- 21c. Pisa a Oiepaltlat (-terrte d nxnNwy, aenwbry a oho place) 21d. t oacion (Cory / awn, state, zip Dods) ^ ~ ^ Rerrgvdtromstate wuGwnulon«o«t.tbnAurrorized October 31, 2009 Conolite Crematory $chaef~erstown, Pa. 17088 [] Owter ~ ily: MedIW Examlrw I otter? Yet (~ No • 22a d Funeral ( edkp ore such) 22b. lloerue Number 22c. Nuns end Addgte d FadEpr ~ FD-012662-t_ Myers Funeral Home, Inc. 37 East Main Street Mechanicsburg, PA 17055 N Set oMy ardying . To IM my knavledge, dean occurred el tta tkrw, date and plea eEwed. (Sgrwbre and tNN) 23b. License Number 23c. Ogre Sigrwd (Morph, day. Y•a) physician te ro1 avaaabte W Arne a death b arYly cause d dean. hems 2426 mst be completed by person 24. Tme d Death Ap rx . 25. Dau Prabutad Dead (Hawn. day. year- 26. Wore Caae Relened b Medical Exanarter / C«on[r br a Rewon outer r,ert GepaEon a Dornrort? wtbprnna,nceeaeah. 5:00 A. M. October 29, 2009 jgfYat ^No CAUSE OF DEATH (Sss lnetructlono end exomplse) l Approximate ENenat: PaA II: Erna otlter ' 28.Oid ToWCCO l/w Carttrtbw b Deah9 awn 27 Pen 1: Enter tlw 1~0 -19Ye0a -diseases, iryuriee, a compkeetans -that directly caused the dean, DO NOT enter terrrdnal evade ouch es cardiac sneN, , Oman b peach bra rbl "the rewlWp ,r,deAYkq Ceuae givwi in Pert I. ^Yea ^ Priwlaby respkatory wrest, a vwuricr/ar fihrNaticn walaut showing the etiobgy. Ust only one cause on each Ens. , r TE CAU E Fk i ' ^ too ^ Unluwwn $ sease a ~ d m~reuaarge~s.tlt) _,~ a. Probable Myocardial Infarction ~ Remote MI, Stent ?o. M Femur: ^ Due b (or as a consequerta ot): , Nolpr.pirawrikrpaatyear wway~a.aa+r, b. Coronary Artery Disease ; ka6rq W IM cause isbd on Yiw a Pr q Erne d death 'grtad . CAUit Due b (a ea a conwq,ena o(i: i F.raw M UNDEALYN g ^ Nd gegrwa, but gegnara walwn 42 Gaya k a (rEeeaee a k ry hat Matra he c' , YwNa In death) LA~L d dean q a a a oonaeQwrwa ; ^ ~~, qa peprww 4d dp~e p 1 rw d. , ^ UNegwn E pregrww wNhfrt tlw prt Yaw 90a. Was an Autopsy 30D. Wen Autopsy F ~ a 31. Merxwr d Death 32e. Date d krJury (Montlr, daY• ywrl 32b. DeacdM How Injury Occurred 32c. ~ 9reN, FaAOry. PeAtxmedr ~ Avatlabte Prior b elnn 1~{ IJatural ^ N micide ` 1 ~j d Cause of Death? u ~C ~ ^ Yes ~No '''~~ ^ yes ^ No ^ AaicteM ^ PerMirp Investpatbn 32d. Tare d ktjury 32e. lorry N Wak7 321. tl Transportatbn Injury (Spedly) 32g. LaaEcn d EMr•y (Street, dry / torn, stet.) ...Jfff ^ suklde ^ Ca,ld Nor ba Determkad ^ Yas ^ No ^ ~ 1 ~mta ^ Passea~er ^Padestrian M Other • Speay: ~. CenMiar ( ony oa) 33b. Sipneturo end Tale d • CwUryfrg phyefcten (Physidan cwtilywig ease a dwh when aratlrer physician has praaunad death and mm~pleted Item 23) C o r o ne r Tor,ebesidmYknewleag.,aaaacuriwlawamecauw(.).namww..eWsd--------------------------------- ^ • ~bW ~ a~Y+ng PDY•~ (Physiaan Doh praaurxang aeon and anilykq b arose d death) Tamewaam kwwl.a . aan« w tu r mt d f aa a CI 33c, lkense Number 33a. Dora, 9igrted (Moon, day, year) y g . oarr . » m., .,ui ~,an t> wm r.c,w.(,)enam.nna.ewxea----------------- October 30 2009 • Medal ExemYter I C«orwr ~ , On the bale d exwanetlon and 1 « inveaq.wn, In my opkweri, death occumd et are time, date, and plea, aid dw torte awe(s) ertd tltonner w stNerL. ~ Addro a crow Dean rwn Type / Print ~orc~ne~i c"~i e~ ~oos as~tureaoao~a ¢ ~. Fwdp~rw~a.r.r••r- a , 6375 Basehore Road, Suite #1 ~ I-~ ~ I,~~ ( (~ I Mechanicsburg, 'PA 17050 ~, U olaposnbrt Pemla No. U a~ $ 9' G 7 ~ . ,.,. KNOW ALL MEN BY THESE PRESENTS, that I, WENDELL B. STOC1fDALE, JR., currently residing in Camp Hill, Cumberland County, Pennsylvania, being in good :health and of sound and disposing memory, do hereby make, declare and publish this as my Last Will and Testament, hereby revoking all former Wills and Codicils heretofore made by me.. FIRST: I direct that all of my legally binding debts, expenses of my last illness and funeral expenses shall be paid by my Executrix hereinafter named, from my estate as soon after my decease as shall be found convenient. SECOND: I bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash and securities) together with any existing insurance thereon as are set forth in a separate unsigned memorandum, which I shall place with my will, to the persons therein designated. I direct that my household goods, jewelry and other personal effects not otherwise specifically listed in such separate memorandum shall be distributed to my wife, LAURIE J. STOCKDALE. In the event that my wife should predece2~se me or not be living on the thirty-first day following my death, any items not .specifically listed shall be added as a part of my residuary estate. THIRD: I give, and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed, and of any nature whatsoever and wherever situate, unto my wife, LAURIE J. STOCKDALE, providing she shall survive me by thirty days. FOURTH: In the event that my wife, LAURIE J. STOCKDALE, should predecease me or die within thirty days of the date of my death, then I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed, and o:f any nature whatsoever and wherever situate, to the Trustee hereinafter named, IN TRUST, in equal shares, for the benefit of my minor children, DAVID STOCKDALE and JAMES STOCKL>ALE, for the following uses and purposes: 1. The Trustee shall collect all assets of my estate, including the proceeds from any insurance policies which may be a part of my estate or otherwise payable to the beneficiaries hereunder, and shall create a separate trust for the benefit of each of my children. The Trustee shall hold, manage, invest and reinvest the property in each trust and collect the income therefrom as specified herein until each child has attained the age of twenty-eight. ~i~~ . _.. ~:. LAST WILL AND TESTAMENT (a) While any child is under the age of twenty-one years, my Trustee shall use for his benefit so much of the income of his trust as my Trustee considers necessary or desirable, for the welfare, support, education (including college, both undergraduate and graduate) and maintenance of such child, taking into consideration his other readily available assets and sources of income. After each child attains the age of twenty-one years, my Trustee shall distribute to him in quarterly installments the entire net income from his trust. (b} Whenever my Trustee determines that the income of any child of mine from all sources known to the Trustee is not sufficient for his reasonable support, maintenance and education, and that of his immediate family, the Trustee may pay to him, or use for his benefit, so much of the principal of his trust as the Trustee determines to be required for those purposes. (c) When any child of mine shall have attained the age of twenty-six years, my Trustee shall distribute to him an amount equal to one-half (1I2) of the then remaining principal and accumulated income of his trust. (d) When any child of mine shall have attained the age of twenty-eight years, my Trustee shall distribute to him the then remaining principal and accumulated income of his trust. (e) Upon the death of any child of mine, the Trustee shall distribute any remaining principal and accumulated income of his trust, as then constituted, to the trust created in this paragraph FOURTH for the benefit of his brother. 2. The Trustee may make payments to or on behalf of any person who is the beneficiary of any trust hereunder but in no event, however, shall payments be made to any creditor or other such person because of anticipation of payment by the beneficiary, and any such claim made by way of anticipation by the beneficiary shall be of no validity or legal effect. 3. The Trustee, at its discretion, may exhaust all of the principal acid income in carrying out the purposes of this trust and should the amount held in trust be or become so small as to make it impractical or economically unfeasible to continue holding said amount in trust, the Trustee may pay the total amount of said trust directly to the beneficiary or to a parent or guardian of said beneficiary or place said amount in a savings account for the benefit of said minor until said minor becomes of age. 4. The Trustee is to pay the sum of FOUR HUNDRED ($400.00) DOLLARS, per month, to JANELL S. PENTZ, DONALD PENTZ, or RONALD WALTERS, and no other persons, provided that they are serving as the Guardians or Guardian for either of my sons, for ,,~~/~ ~ z ` ~:.: the maintenance and support of my sons in the Guardian's residence without the requirement of documentation for payment of utilities, food and similar items not purchased specifically for either son. FIFTH: I hereby nominate, constitute, and appoint my wife, LAURIE J. STOCKDALE, as Executrix of this, my Last Will and Testament. In the event that my said wife shall predecease me, or be unwilling or unable to act as my Executrix, as aforesaid, then I nominate, constitute and appoint WENDELL B. STOCKDALE, SR., and JANE S:l'OCKDALE, as Co-Executors, without necessity for posting security regardless of state of resid'.ence, as Co- Executors of this, my Last Will and Testament. All references to the Executrix he;rein shall be applicable to said substitute Co-Executors. SIXTH: I hereby nominate, constitute and appoint FULTONBANI~ or its successor, as Trustees of the trusts created by this, my Last Will and Testament, without the necessity for posting security regardless of state of residence. SEVENTH: In the event that my wife, LAURIE J. STOCKDALE, shall predecease me, I hereby designate and appoint JANELL S. PENTZ and DONALD PENTZ, or thf; survivor of them, as guardians of the person or persons of any minor child or children, for the duration of the minority of said child or children, and said guardian may retain custody of .said child or children in any locality. It is my desire that said guardians shall keep my children together as a family unit until such time as my youngest child shall reach the age of eighteen years. In the event that JANELL S. PENTZ and DONALD PENTZ, should fail to qu<~lify or cease to act as guardians for my minor children, I hereby designate and appoint RONALL) WALTERS, as guardian for my minor children. EIGHTH: My Executrix and Trustee shall have, in addition to the powers and authority conferred upon them by law, the following additional powers and authority: 1. To sell at public or private sale, exchange, lease, mortgage or pledge any property, real or personal, at any time constituting a portion of a trust or my estate, and upon such terms and conditions as the Executrix or Trustee shall deem wise. 2. To invest any money at any time in such bonds, stocks, notes, real estate, mortgages, life insurance, annuities or other securities, or such property, real or personal, as the Executrix or Trustee shall deem wise, without being limited by any statutes or rule of law regarding investments by the Executrix or Trustee. /' % 3 3. To retain, without incurring any liability, as investments, any property owned by me at the time of my death, as long as they deem it wise, and even though such property is not the kind of property an Executrix or Trustee would purchase as an investment; .and even though to retain such property might violate sound diversification principles. 4. To cause any security or other property which may constitute a portion of a trust or of my estate to be issued, held or registered in their own name, or in the name of a nominee, or in such form that title will pass by delivery. 5. To consent to the reorganization, consolidation, readjustment of the financial structure, or sale of the assets of any corporation or other organization, the securities of which constitute a portion of a trust or of my estate, and to take any action with reference to such securities which, in the opinion of the Executrix or Trustee is necessary to obtain the benefit of any such reorganization, consolidation, readjustment or sale; to exercise any conversion privilege or subscription right given to them as owner of any securities constituting a portion of a trust or of my estate resulting' from any reorganization, consolidation, readjustment, sale, conversion or subscription. 6. To pay all costs, taxes, charges and expenses in connection with the administration of a trust or of my estate, including such compensations to Executrix or Trustee which shall be in accordance with established fees throughout the period of administration of a trust or of my estate. 7. To determine what is "income" and what is "principal" hereunder, and their decision thereon shall be final; and to purchase securities at a premium or discount, and to apply or charge said premium or discount against income or principal as the Executrix or Trustee may determine. 8. To transfer, sell, exchange, partition, lease, mortgage, pledge, give options upon, or otherwise dispose of any property at any time held by them, at public or private sale, or otherwise. 9. To borrow money from any person, firm or corporation, including any corporation acting as an Executrix or Trustee hereunder, for the purpose of protecting and preserving or improving my estate or trust hereunder; to execute promissory notes or other obligations for amounts so borrowed. 10. To employ legal counsel, accountants, brokers, investment advisors, custodians, managers and other agents and employees and to pay them reasonable compensation out of my estate or any funds held hereunder to which said compensation is attributable. _--__ l v~ V 4 11. To carry on any business owned or controlled by me at my deai:h for whatever period of time they shall think proper, and they shall have the power to do any and all things they deem necessary or appropriate, including the power to close out, liquidate or sell the business at such time and upon such terms as to them shall deem best. 12. To do all other acts in their judgment necessary or desirable for the proper and advantageous management, investment and distribution of a trust or of my estate. NINTH: I direct that all transfer and inheritance taxes, state or fE;deral, assessed . because of my death, whether the funds, property or insurance proceeds to which such taxes are . ~bu~' ' le ~ ass under this Will or not, shall be paid out of my residuary estate; that my ` ~ r ~ ~$ 9 ~"'' ~ c ~ pad ;r oi~ provide for payment of all such taxes at such time, or timfs, and in such ., . , r~r~,.n., t ...,'~"~' marine as~ ~my: Executrix deems best. IN WITNESS WHEREOF, I, WENDELL B. STOCKDALE, JR., the Testator to this, my Last Will and Testament, typewritten on five sheets of paper which I have identified at the bottom of each page by my signature, hereunto set my hand and seal the _/.s"' ~ day of 1999. (SEAL) WENDELL B. STOCKDI , JR The preceding instrument consisting of this and four other typewritten pages, each identified by the signature of the Testator, WENDELL B. STOCKDALE, JR., was on this day and date thereof signed, published and declared by WENDELL B. STOCKD.ALE, JR., the Testator therein named, as and for his Last Will,in the presence of us who; at his; request, in his presence, and in the presence of each other have subscribed our names as witnesses. ~~ oi`/ ~- ~/\ L<~ 5 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN I, WENDELL B. STOCKDALE, JR., Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. WENDELL B. STOCKD , JR. Sworn of affirmed to and acknowledged before me, by WENDELL B. STOCXDALE, JR., the Testator, the t pct-, day of ~ , 1999. (SEAL) ~~ ~ r ~ ~ ~ t 4_ -c~c~~ _ ~-Lt~SS Notary Public Notarial Seat Michelle M. Bross, Notary Public Susquehanna Twp., Dauphin Co 2002 My Commission Expires Sept. 23, Member, Qennsylvania Association of Notaries 6 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN We ~,4 ~ r D ~~ ~~ n ~ ~ ~ FF- and lQ~~--~/1 L ~ c°..~ /~~ the 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 Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~~~ Sworn or affirmed to and subscribed to before me by ~"; d ~-~ . r~~_~~~ and~~~-rc~ 1~. ~c~k~~:i~witnesses, this t~.~ day of ~ - , , 1999. (SEAL) ~~~.~.~ `~6~1 _ ~~,~5 Notary Public Notarial Seal Michelle M. Gross, Notary Public Susquehanna Twp., Dauphin County My Commission F~cpires Sept. 23, 2002 Membar, Pennsylvania association at Notaries 7 :~.. , ~~ ~~ .- } IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LAURIE J. STOCKDALE, v. WENDELL B. STOCKDALE, JR., : NO. 05 - 3963 DIVORCE DECREE R~arch 10 AND NOW, LAURIE J. STOCKDALE, 2008 it is ordered and decreed that plaintiff, and WENDELL B. STOCKDALE, JR., ,defendant, are divorced from the bonds of matrimony. Any existing spousal support order shall hereafter be deemed an order for alimony pendente lite if any economic claims remain pending. The court retains jurisdiction of any claims raised by the parties to this action for which a final order has not yet been entered. Those claims are as follows: (If no claims remain indicate "None.") None. The Property Settlement and Separation Agreement between the parties shall be incorporated into the final decree for purposes of enforcement, but shall not merge with the final Decree in Divorce. By the Court, M. L. Ebert, Jr. Attest: J. ,~~ l Prothonotary Certified Copy Issued: March 10, Zoos Date LAURIE J. STOCKDALE, Plaintiff v. WENDELL B. STOCKDALE, JR., Defendant IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVAI~IIA CIVIL ACTION -LAW NO. 05-3963 IN DIVORCE PROPERTY SETTLEMENT AND SEPARATION AGREEMENT ,, THIS AGREEMENT made this ~_ day of ~, ~ ,•200 between WENDELL B, STOCKDALE, JR., of 22 Fieldstone Drive, Mechanicsburg, Cumberland County, Pennsylvania 17050, hereinafter referred to as husband, and LAURIE J. STOCKDAt_E, of 1400 Bent Creek Boulevard, Apartment 117, Mechanicsburg, Cumberland County, PE~nnsyivania 17050, hereinafter referred to as Wife. RECITALS: R.'l: The parties hereto are husband and wife, having been joined in marriage on May 'I 16, 1986, in ~ ;and R.2: A Complaint for Divorce has been filed in the Court of Common Pleas of Cumberland County, Commonwealth of Pennsylvania, to Number 05-3963 Civil Term; and R.3: The parties hereto desire to settle fully and finally their respective financial and "--~_ property rights and obligations including, but not limited to, all matters between therm relating to the ownership of real and personal property, claims for spousal support, alimony, alimony pendente lice, counsel fees and costs, and the settling of any and ail claims and possible claims against the other or against their respective estates. N4W THEREFORE, in consideration of the covenants and promises hereinafter to be mutually kept and performed by each party, as well as for other good and valuable consideration and intending to be legally bound, it i~ agreed as follows: ~1) SEPARATION: It shall be lawful for each party at all times here<~#ter to Five separate and apart from the other party at such place or places as he or she from time to time may choose or deem fit, free from any control, restraint or interference from the other. Neither party wi11 molest the other or endeavor to compel the other to cohabit or dwell with him or her by any legal or other proceeding. Each party shall be free of the interference, authority or contact by the other as if he or she was single and unmarried except as maybe necessary to carry out the terms of this agreement. (2) DIVORCE: The parties acknowledge that the marriage is irretrievably broken and that they will secure a mutual consent no-fault divorce decree in the above-captioned divorce action. an the same day as they execute this Agreement, the parties shall execute and file Affidavits of Consent and Waivers of Notice, necessary to finalize the divorce. Wife will promptly transmit the record. (3) REAL PROPERTY: The parties are the owners of certain real estate with improvements thereon erected and known and numbered as 22 Fieldstone Drive, ll/lec.hanicsburg, Cumberland County, Pennsylvania. On the same day as she executes this Agreemennt, Wife will sign a special warranty deed transferring to Husband al[ of her right, title and in#erest iri the marital home. Said special warranty deed shall be held by Wife's counsel in escrow ~~ending the .~ ref+nance of the marital home by Husband as set forth below. Husband will pay for all household expenses including, but not limited to, mortgages and liens of record, utility bills, insurance and real estate taxes in connection with said property. With regard to all such expenses, Husband hereby shall hold Wife harmless and indemnify her from any loss thereon. Husband shall refinance sand mortgage obligation within forty-five (45) days of the date of this Agreement at which time the escrowed deed shall be released to him. At the time of the refinance, Husband will pay to Wife $75,000.00. Husband avers that he is pre••qualified to 2 obtain a mortgage in the amount of the current payoff on the marital home and an additional $75,000.00. However, in the event that Husband cannot obtain a refinance of the marital home in an amount sufficient to pay to Wife $75,000.00, the parties will immediately place the house for sale. upon sale, after payment of the usual costs of sale and payoff of the mortgages, Wife will receive the #irst $75,000,00 of the proceeds. (4) DEBT: A. Marital Debt: Husband and Wife acknowledge and agree that there Gyre no other outstanding debts and obligations which are marital or for which the other migh# be liable incurred prior to the signing of this Agreemen#, except as follows: i. A deficit in the escrow for the mortgage on the marital home which deficit was exclusively paid by Husband; and Each party shall pay the outstanding debts as set forth herein and further indemnifies and save harmless the other from any and all claims and demands made against either of them by reason of such debts or obligations. B: Post Separation Debt: In the event that either party contracted or incurred any debt since the date of separation on September 16, 2005, the party who incurred said debt shall be responsible for the payment thereof regardless of the name in which the debt may have been incurred. C: Irutere Debt: From the date of this Agreement, neither party shall contract or incur any debt or liability for which the other party or his or her property or estate might be responsible and shall indemnify and save the other party harmless from any and alb claims or demands made against him or her by reason of debts or obligations incurred by the otrier party. tb) M4TOR VEHICLES: Each party relinquishes any right, title and interest he or she may have to any and all motor vehicles currently in possession of the other party. Within ten (10) 3 days of the date of this Agreement, each party sha(! execute any documents necessary to have said vehicles properly registered in the other party's name with the Pennsylvania Department of Transportation. (~} TANGIBLE PERSONAL PROPERTY: The parties hereto mutually agree that they have effected a satisfactory division of the furniture, household furnishings, appliance;s, tools and other household personal property between #hem, and they mutually agree that each party shall from and after the date hereof be the sole and separate owner of all such property pre:sentiy in his or her possession whether said property was heretofore owned jointly or individually by the parties hereto. This Agreement shall have the effect of an assignment or bill of sale from each party to the other for such property as may be in the individual possession of each of the parties hereto. ~7} INTANGIBLE PERSONAL PROPEl4'TY: Each party hereby relinquishes any right, title or interest he or she may have in or to any intangible personal property currently titled in the name of or in the possession of the other party, including, but not limited to, stocks, bonds, insurance, bank accounts, individual retirement accounts, employment benefits including re#irement accounts, savings plans, pension plans, stock plans, 401 K plans and the like. Wife will retain the one-half share she received from the joint Commerce savings account and the joint Commerce checking account. Furthermore, Wife will retain the certi~catE; of deposit with Commerce Bank, her Commerce Roth IRA and her PSERS pension free of any claim from Husband, Husband will retain his Smith Barney account and any stock he owned prior to the parties' marriage as well as the Stanford Federal Credit Union account, the Astellas U.S. Retirement and Savings Plan, the Syntex U.S. Employees Retirement Plan with Fidelity Investments, the Roche Savings and Pay Deferral Plan, his Roth IRA at Commerce, and one-half of the joint Commerce savings and checking accounts. 4 (8} 1NAIVER OF ALIIVIONY: The parties acknowledge that each has income and asse#s satisfactory to his and her own reasonable needs. Each party waives any claim he or she may have one against the other for alimony, spousal support or alimony and alimony pendente lite. (9) ADVICE OF COUNSEL: The parties hereto acknowledge that each has been notified of his or her right to consult with counsel of his or her choice, and have been provided a copy of this agreement with which to consult with counsel. Husband is represented by Carrol J. Lindsay, Esquire and Wife is represented by Elizabeth S. Beckley, Esquire. Each party acknowledges and accepts that this Agreement is, under the circumstances, fair and equitable, and that it is being entered into freely and voluntarily after having received such advice and with such knowledge as each has sought from counsel, and the execution of this agreement is not the result of any duress or undue influence, and that it is not the result of any improper or illegal agreement. or agreements. Each party shall pay his or her own attorney for all legal services rendered or to be rendered on his or her behalf. (10) ADDITIONAL INSTRUI~IEN7S: Each of the parties shall from time to time, at the reques# of the other, execute, acknowledge and deliver to the other party any anti afl further instruments that may be reasonably required to give full force and effect to the provisions of this Agreement. (11) INCOME TAX: The parties have heretofore filed joint Federal and State Tax returns. Both parties agree that in the event any deficiency in Federal, state or local in~~me tax is proposed, or assessment of any such tax is made against either of them, each will indemnify and hold harmless the other from and against any loss or liability for any such tax deficiency or assessment and any interest, penalty and expense incurred in connection therewith. Such tax, interest, penalty or expense shall be paid solely and entirely by the individual who is finally 5 determined to be the cause of the misrepresentations or failures to disclose the nature and extent of his or her separate income on the aforesaid joint returns. (12) BANKRUPTCY; The parties hereby agree that the provisions of this Agreement shall not be dischargeable in Bankruptcy and expressly agree to reaffirm any and all obligations contained herein. In the event a party files such bankruptcy and pursuant thereto obtains a discharge of any obligations assumed hereunder, the other party shall have the righit to declare this Agreement to be null and void and to terminate this Agreement in which event the division of the parties' marital assets and all other rights determined by this Agreement including alimony shall be subject to court determination the same as if this Agreement had never been entered into. (13) COMPLETE DISCLOSURE: The parties do hereby warrant, represent, acknowledge and agree that each is fully and completely informed of, and is familiar with, the wealth, real and persona! property, estate and assets, earnings and income of the other and has made any inquiry he or she desires into the income or estate of the other and received any such information requested. Each has made a full and complete disclosure to the other of .his and her entire assets, liabilities, income and expenses and any further enumeration or statement thereof in this Agreement is specifically waived. (14) RIGHTS AND RESPONSIBILITIES; Musband and Wife acknowledge that each of them has read and understand his and her rights and responsibilities under this Agreement and that they have executed this Agreement under no compulsion to do so but as a voluntary act. (15) FULL SETTLEMENT: Except as herein otherwise provided, each party hereby releases the other from any and all claims, or demands up to the date of execution hE:reof. It is further specifically understood and agreed by and between the parties hereto that each party accepts the provisions herein made in lieu of and in full settlement and satisfaction of any and all 6 of said party's rights against the other for past, present and future claims on accounlr of support, maintenance, alimony, alimony pendente life, counsel fees, costs and expenses, equitable distribution of marital property and any other claims of the party, including all claims which have been raised or may be raised in an action for divorce. ('! 6) RELEASE OF ALL CLAIMS: Except as may be otherwise specifically provided in this Agreement, Husband and Wife, far themselves, their heirs, representatives and assigns, each hereby forever releases, remises, discharges and quitclaims the other, and such other's heirs, representatives, assigns and estate, from and with respect to the following: A. All liability, claims, causes of action, damages, costs, contributions and expenses or demands whatsoever in law or in equity; B. AI[ nigh#s, title, interest or claims in or to any property of the other, whether real, personal or mixed and whether now owned or hereafter acquired; C. All rights of courtesy and dower and all claims or rights in the nature of courtesy and dower; D. All widow or widower's rights; E. All right, title, interest or claim in or to the other's estate, whether now owned or hereafter acquired, including but not limited to ail rights or claims: {1 } to take against the other's will; {2) under the laws of intestacy; {3) to a family exemption or similar allowance; and (4) all o#her rights or authority to participate or intervene in a deceased spouse's estate in any way, whether arising under the laws of Pennsylvania or any other country, territory, state or political subdivision. F. All rights or claims to any accounting; G. All rights, claims, demands, liabilities and obligations arising out of or in connection with the marital relationship or the joint ownership of property, whether real, personal or mixed; H. All rights, claims, demands, liabilities and obligations arising under they provisions of the Pennsylvania Divorce Code, as the same may be amended from time to time, and under the provisions of any similar statute enacted by any other country, state, territory or political subdivision; I. All rights, claims, demands, liabilities and obligations each party now h<~s, or may hereafter have, against or with respect to the other. (17) GOVERNING LAW: This Agreement shall be construed under the law of the Commonwealth of Pennsylvania. If any provision of this Agreement is determined to be invalid or unenforceable, all other provisions shall continue in foil force and effect. ('18) INCORPORATION INTO DECREE: In the event that either of the parties shall recover a final judgment or decree of absolute divorce against the other in a court of competent jurisdiction, the provisions of this Agreement may be incorporated by reference or in substance but shall not be merged into such judgment or decree and this Agreement shall survive any such final judgment or decree of absolute divorce and shall be entirely independent thereof. ('i9} BREACH: In the event that either party breaches any provision of this Agreement, he or she shall be responsible for any and all costs incurred to enforce the Agreement, including, but not limited to, court cost and counsel fees of the other par#y. In the event of breach, the other party shalt have the right, at his or her election; to sue for damages for such breach ~or to seek such other and additional remedies as may be available to him or her. (20} ENTIRE UNDERSTANDING: This Agreement constitutes the entire understanding between the parties and there are no covenants, conditions, representations, or agreements, oral or written, of any nature whatsoever, other than those herein contained. (21) AGREEMENT BINDING ON PARTIES AND WEIRS: This Agreement shall bind e the parties hereto, their respective heirs, executors and assigns. IN WITNESS VIIHEREOF, the parties hereto intending to be legally bound have hereunto set their hands and seals the day and year first written above. WITNESS: 9 z0 Pa.C.S.A, § b 11 ~ . ~ EST § b l 11. ~ . Modlflcatlon by divorce If the conveyor is divorced from the bonds of matrimony aft making a conveyance, any provision in the conveyance which ~ revocabie by hem at the time of- his death and which was .to effect at or after his death in favor of or relating to his spoue divorced shall thereby become ineffective -for all purposes unless, appears in the governing instrument that the provision was intend to survive the divorce. ]978, April i8, P.L. 4Z, No. 23, § S, effective in 60 days. Amended 19 Dcc. 2 6, P.L. I 1 b3, No. 152, § 20, imd. effective. • `:. Jt. St. Govt. Contra. Cotttment-1992 This section parallels the change made in § 2507(2). Historical and Statutory illotes Act 1992-1s21egtslation Section 27(d) of L99Z, Dec. 16, ] The • 1992 amendment added "unless it 1163, No. 152, provides in part that. appears in the governing instrument that amendment to this section applies to• the provision was intended to survive the estates of decedents dying on or a' divorce". December 16, 1992. Divorce X321.5. WeStlaw Topic No. 134. Library References Research References Encyelopedlas Summary Pa. Jur. 2d Probate, Estates, & Trusts § 34;34, Divorce from Set- tler. Treatises and Practice Alds Bogert - 'the Law of Tn~sts and Trus- tees § 999, Statutory Provisions as to Revocation. Pennsylvania Family Lacv Practice and Procedure § 7-4, Agreement Provi- sions: Postnuptial Agreements. I1lotes of Construction and application I ], Construction and application Under Pennsylvania statute provFding that spouse's interest fn "conveyance" to take effect 'on death of conveyor becomes ineffective upon divorce, first wife's right as named beneficiary to collect proceeds of insured's group life policy was not extinguished upon her divorce from in- sured; designation of revocable benefi- Standard Pennsylvania Practi § 126:480, Pffect on Estates of D~ dents; Designation of Beneficiarle 17 West's Pennsylvania Pract(ce ~~~.. Agreement Provisions: Postniip~ Agreements. ' ~ ~~ 17 West's Pennsylvania Practice §'~7: Agreement Provisions: Antenu~l' Agreements. ~~ ;' ~, ~'~~ Decisions ciary of life policy was not testatttei "conveyance" ender the statute. f] hattan Life Ins. Co. of New York,"N. Evanak, C.A.3 (Pa.}I9$5, 762 F.2d Insurance e~ 348112) Under this section, divorce rend ineffective designation of former wit beneficiary of husband's life lnsur policy. Provident Mut. Life Ins. G Philadelphia v. Camerlin, W.D.Pa.I S66 F.Supp. 1517, affirmed 732 F.2d -^ - STATES ZO Curved 732 F.2d 1d7. Insurance ~ cation of be IS1(2) table Llfe A Where former wife, primary beneflcia- '145 A.2d 5 per.1982. L ~. was not permitted under this section ta[te the proceeds of policy on life of Under thi: :r farmer husband, their children, the spouse iron: intingertt beneficiaries, could not take not receive here the specified co~ntingency, .the which she v+ ;ath of their mother prier to the death insured duri ' their father, had not occurred, and nation was pus the proceeds had to go to fotxner srvd and }: tsband's estate. Provident Mut. Life the effective is. Co. of Philadelphia v. Camerlin, beneficiary I.1).Pa.1983, 5b6 F.Supp. I517, affirmed within the m 32 F.2d 144, aff[rmed 'T3Z F.2d 147. Simpkins v. :aurance C~ 3483 556 (1960). Nthere, by express terms of the Dece- Qvrnershi~ ents, 13sta#es attd Fiduciaries Code, des- to.decedent= ;nation of revocable beneliclary fn life at wife's des ~surance policy is not testamentary by federal la ronveyance" and rather creates a n'rere and 6111.2. Irpectancy in beneficiary, d[vorce of par- Fiduc.Rep.2c es would not operate as automatic i~evo- ported (199b b l 11.2. Effect oIF divorce on designation If a person domiciled. in this Commonwe~ eath is divorced frorri the bonds of matrimor souse as beneficiary of a life insurance po erasion or profit-sharing plan or other ca rovidirlg far payments to his spouse, any des: ~rmer spouse which was revocable by him . ecome ineffective for all purposes and shall 1 ~rmer spouse had predeceased him unless cording of the designation, a court order etween the person and such former spouse th ttended to survive the divorce. Unless restrai tsurance company, pension or profit-sharing bligvr shall be liable for making payments to could have been proper in the absence of thi: pouse to whom payment is made shall be . prejudiced by the payment. 992, Dec. l b, P.L. ! 163, .P[o. I S2, § 21, imd. effecti- P.L'. 655, No. 102, § b, effective in 60 days. Jt. St. Govt. Comm. Comment-- This section is new. It is conceptually pats 2507(2) (rnodif~cation by circumstances; divorc {modification by divorce; conveyances) (see 250?). It differs fronn those provisions in per other than a beneficiary designation, will ot• ern ~~~~ _ ,Mar ~L~ 1 "E_ ~ ~ C~ S .~- ~` -~ lr- f' ~ `T ~,~5~ ~~~ Prepared By: Wendell B. Stockdale, Jr. 22 Field Stone Drive Mech 1C. tiro De..-...--+---~-' 'r. ,.' -cecor~ling~tequested lay & Return To: Chicago Titie ServiceLink Division 4000 Industrial Blvd Aliquippa, PA 15001 ~u rtubsequent Tax Statement To: Wendell B. Stockdale, Jr. 22 Field Stone Drive Mechanicsburg, Pennsylvania 17050 Tax Parcel Number: 38-18-1342-020K QUITCLAIM DEED TITLE OF DOCiJI[E11T iuiiiaio ~,a,A THIS deed made the ~_ day of ~ Ctrl u U t oy , 20 l3 c1 ,between Wendell B. Stocl~dale, Jr. aad Laurie J. 8toekdale, husband and wife (hereinafter called the Grantor), of the one part, whose mailing address is 22 Field Stone Drive, Mechanicsburg, Pennsylvania 17050, and Wendell B. 3taekdala, Jr., a married maa (hereinafter called Grantee), of the other part, whose mailing address is 22 Field Stone Drive, Mechanicsburg, Pennsylvania 17050; WITNESSETH that the said Grantor for and in consideration of the sum of ONE AND NO/ 100 DOLLAR (1.00), lawful money of the United States of America, unto Grantor well and truly paid by the said Grantee, at or before the sealing and delivery hereof, the receipt of which is hereby acknowledged, has conveyed, granted, remised, released and quitclaimed, and by these presents does convey, remise, release and quitclaim unto the said Grantee his heirs and assigns, the following described premises, situated in the City of Mechaaiesburg, County of Cumberland, and State of Pennsylvania: ALL THAT CERTAIN PARCEL OF LAND SITUATE IN THE CITY OF MECHANICSBURG, COUNTY OF CUMBERLAND, COMMONWEALTH OF PENNSYLVANIA BEING FULLY DESCRIBED AS A METES AND BOUNDS PROPERTY AS SET FORTH IN DEED BOOK 244 PAGE 14 DATED 03/23/2001 AND RECORDED 05/03/2001 IN CUMBERLAND COUNTY RECORDS. COMMONLY known as: 22 Field Stone Drive, Mecha~}'cs ur ,Pennsylvania 17050 . Prior Recorded Doc. Ref.: Deed: Recorded Jr i U~ BK ~ W ~ PG t y ,Doc. No. IF THE mineral estate has been severed from the above-described real property, THIS DOCUMENT MAY NOT SELL, CONVEY, TRANSFER, INCLUDE OR INSURE THE TITLE TO THE COAL AND RIGHTS OF SUPPORT UNDERNEATH THE LAND DESCRIBED OR REFERRED HEREIN, AND THE OWNER OR OWNERS OF SUCH COAL MAY HAVE THE COMPLETE LEGAL RIGHT TO REMOVE ALL SUCH COAL AND, IN THAT CONNECTION, DAMAGE MAY RESULT TO THE SURFACE OF THE LAND AND ANY HOUSE, BUILDING OR OTHER STRUCTURE ON OR IN SUCH LAND. THE INCLUSION OF THIS NOTICE DOES NOT ENLARGE, RESTRICT OR MODIFY ANY LEGAL RIGHTS OR ESTATES OTHERWISE CREATED, TRANSFERRED, EXCEPTED OR RESERVED BY THIS INSTRUMENT. SUBJECT TO any Restrictions, Conditions, Covenants, Rights, Rights of Way, and Easements now of record; 11/05/2009 2:22:18 PM CUMBERLAND COUNTY Inst # 200903258 - Pa e 1 of 4 9 I a Together with all and singular the tenements, hereditaments and appurtenances, thereunto belonging, or in anywise appertaining, and the reversions and remainders, rents, issues, and profits thereof; and all the estate, right, title, interest, property, claim and demand whatsoever of the said Grantor, as well at law as in equity, of, in, and to the same. To have and to hold the above-mentioned premises together with the appurtenances, unto the said Grantee, his heirs and assigns, forever. Whenever used, the singular number shall include the plural, the plural the singular and the use of any gender shall be applicable to all genders. Witness our hand the day and year fast above written: GRANTOR(S): ^ i~,~~~ ~:~ .~ 1 Wendell B'. Stockdale, Jr. ~/ STATE OF ~~ .I 11 D) 5•I ~ ~'~.r1 ~. c.- ) COtTNTY OF L ~iy< <~ to"( ci ~, ~ ss Laurie J. Stoc e ~~ ~~L` /- ,;'"~~'~ ~ f~rr-u/ the On this . -%'~' day ofU li r'1 ui ,- 20~, before me ~ ~~~ , undersigned officer, personally appeared endell B. Stockdale, Jr. and Laurie J. Stockdale, known to me or satisfactorily proven to be the person whose name is/are subscribed to the ,within instrument and acknowledged that he/she/they executed the same for the purposes .therein contained. NOTARY STAMP/REAL Witness my hand and official seal, the day and FAITH QF PENN4Y V year aforesaid. Nota+W Ssal Diana L Hoei~tar, Ndary PubYc ~/} 8weter^ TVrp., Dsuq~ln t~asnty L It •1-L~ ~--vu_~ AAy Carrniadon E~M+ae July a 2006 ~~' ?s~tltyWa~ ~soditlofl ~ ~lotades Signature oC Acknowledging Officer • ° Printed Name & Tit]e of Acknowledging O ' My Commission Expires: v 7y CERTIFICATE OF RESIDENCE: °I do hereby certify that the precise address of the within aaiaed Grantee is: 22 Field 8toae Drive, Mechanicsburg, Pennsylvania 17050. Signed• Grantee: Wendell B. Stockdale, Jr. 11/05/2009 2:22:18 PM CUMBERLAND COUNTY Inst.# 200903258 -Page 2 of 4 ~ v COMMONWEALTH OF PENNSYLVANIA RECORDER S USEONLY DEPART MENT OF REVENUE BUREAU OF INDIVIDUAL TAXES State Taz Paid _ , Dept. 280603 REALTY 'T'RANSFER TAX Book Number _ _ ~ .. i'1 S ~j"UI ~' HARRISBURG, PA 17128-0603 STATEMENT OF VALUE page Number ~c1~~~p3~S~ See Reverse for Instructions Date Recorded ,~ `~ _ ~ - U C' A. CORRESPONDENT -All in uiries ma be directed to the followin rson: Name Telephone Number: Wendell B. Stockdale,lr, Area Code ( ) Street Address City State Zip Code 22 Field Stone Drive, Mechanicsburg, Pennsylvania 17050 B. TRANSFER DATA Date of Acceptance of Document Grantor(s)/I.essor(s) Wendell B. Stockdale, Jr. and Laurie J. Stuckdale, husband and wife Grantee(syLsssee(s) Wendell B. Stockdale, lr., a married man Street Address 22 Field Stone Drive Street Address 22 Field Stone Drive City State Zip Code Mechanicsbur ,Penns lvania 17050 City State Zip Code Mechanicsbur ,Pen •lvania 17050 C. PROPERTY LOCATION Street Address 22 Field Stone Drive City -Mechanicsburg County Cumberlilrtd School District Tax Parcel Number 38-18-1342-020K D. VALUATION DATA I. Actual Cash Consideration rUU 2.Other Consideration + U 3. Total Consideration -Uv 4. County Assessed Value . ~ z. 5. Common Level Ratio Factor . Z X 6. Fair Mazket Value = a ~c~ ~~~ E. EX PTION DATA ta. Amount of Exemption Claimed I o. rercentage or m~crcsr wuvcyc~ /~0 ~<) ~mG~U 2. Check Appropriate Box Below for Exemption Claimed Will or intestate succession (Name of Decedent) (Estate File Number) Transfer to Industrial Development Agency. Transfer to a trust. (Attach complete copy of trust agreement identifying all beneficiaries.) Transfers between principal and agent. (Attach complete copy of agency/straw parry agreement.) Transfers to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu of condemnation. (If condemnation or in lieu of condemnation, attach copy of resolution) Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number ,Page Number ^_ Corrective or confirmatory deed. (Attach complete copy of the prior deed being corrected or confirmed.) Statutory corporate consideration, merger or division. (Attach copy of articles.} Other Please explain exemption claimed, if other than listed above.) _ -- 1FZ KYl Gl i ~~ .v t, ~ ~. Under penalties of law, I declare that I have examined this Statement, including accompanying information, and to the best of my knowledge and belief i 's true, correct and com late. Sieaatt~e o Cor pondeat esponsible rty Date ~ ~ REV-183 EX (6-~ 11/05/2009 2:22:18 PM CUMBERLAND COUNTY Inst.# 200903258 -Page 3 of 4 t a ~~A ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17013 7l 7-240-6370 Instrument Number - 200903258 Recorded On 2/6/2009 At 10:10:32 AM * Instrument Type -DEED Invoice Number - 36713 User ID - KW * Grantor - STOCKDALE, WENDELL B JR * Grantee - STOCKDALE, WEND ELL B JR * Customer - SERVICELINK * FEES STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $10.00 JUSTICE RECORDING FEES - $12.50 RECORDER OF DEED$ PARCEL CERTIFICATION $10.00 FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 CUI~ERLAND VALLEY SCHOOL $0.00 DISTRICT SILVER SPRING TOWNSHIP $0.00 TOTAL PAID $49.50 * Total Pages - 4 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA of ° 'Me . ~ ~ o / RECORDER O D DS ~~ »eo * -Information denoted by an asterisk may change during the verification process and may not be re}]ected on this page. iiiiuui~iiiiaii~i 11/05/2009 2:22:18 PM CUMBERLAND COUNTY Inst.# 200903258 -Page 4 of 4 TaxDB Result .L~Ptails Page 1 of 1 Detailed Results for Parcel 38-18-1342-020K in the 2004 Tax Assessment ~-atabase DistrictNo 38 Parcel ID 38-18-1342-020K MapSuffix HouseNo 22 Direction Street FIELDSTONE DRIVE Ownerl STOCKDALE, WENDELL B JR C/O PropType R PropDesc LivArea 2688 CurLandVal 44000 CurImpVal 178480 CurTotVal 222480 CurPrefVal Acreage .42 C1GrnStat TaxEx 1 SaleAmt 1 SaleMo 02 SaleDa 06 SaleCe 20 SaleYr 09 DeedBlcPage 200903258 YearBlt 1988 HF File Date 11/18/2004 HF_Approval_Status L ,~ q, `- 12/3/2009 http://taxdb.ccpa.net/details.asp?id=38-18-1342-020K&dbselect=l ,:`;_ ~/ r,••••.«•wi i cu1VV: 1'111iUlLC .t'age~r ~~ Z f~ ~ ~ tr. ;:7. .. - ~_ New User? Si n U Si n In Hel Preview Email w/ Y! I 9 P ~ 9 ~ P Yahoo. Mail Toolbar ~.~,~~~~~ ~~ ~~N~E Search Web ;iearch ~. ~__ Dow ~ 1.21% Nasdaq • 1.08% wed, Jan 20, 2010, 9:48AM ET - U.S. Markatts close In 6hrs 12mins -~ t.;. . Fulton Financial Corp. (FULT) Trade Now E~TRA~~ ~~- E~kTRADE SECVRITIES LLC _ ` ~ ~~~~~ ~~~~ Historical Prices SET DATE RANGE Finance Search t At 9:31AM ET: 9.49 ~ 0.05 (0.5:0/n) AfMiRt ~ i ' if I I ~' ` W~~,. , It ~ ~ • k.' .,~ ~~ ...................... _ Get Historical Prices for: ' GO ADVERTISEMENT Daily ~ ~~ ~~~: Start Date: Oct .. ~ 27 2009 Eg. Jan ~, _ 2003 Q ~Neekly ~ ,~ :yF End Date: Oct = - ` 30 2009 Q Monthly __ _. _ Q Dividends Only ~~. . , Get, Prices First ~ Prev ~ Next ~ Last PRICES Date Open High Low Close Volume Adj Close* 30-Oct-09 8.59 8.63 8.16 8.26 2,437,100 8.23 29-Oct-09 8.47 8.75 8.40 8.67 1,903,400 8.64 28-Oct-09 8.52 8.59 8.20 8.51 1,898,700 8.48 27-Oct-09 8.38 8.74 8.33 8.52 1, 579,200 8.49 * Close price adjusted for dividends and splits. First ~ Prev ~ Next ~ Last r Download To Spreadsheet i ~nltne Bltl Pay lets you schedule payments so you're always in control. ~:~,:~= ~.~. . ..'S.. { ~; t ~~t~ _ ~ 3 13~~~~ ~. ;~: io F . i~tE4TtlEif,l ~- , ®Add to Portfolio ~ Set Alert 0 Email to a Friend =g --..- _ .. „~1. ~Anothe~ Symbol Get Historical P oes for Svmbol Lookup ,, .. ~-:'' '~' '~~'t ~ ~ -~ ~. , ~~ G0 l~a yft .y 3 ~~ ~~ n ~~ ~'Mn '~ ,y '~ iQ _ e~ ~ ~ r .,74. ~ ~ -' ~ a _ ,. ,~ ~ a~l. Iiti~ .. . si~ % ~ A. Any hAw nsY `wi. ~...w~. .._ _ _ _ _ _ _ _ ,!/~ w. t,. .. ,~- 4~ :. ~' ~' 111JlVllVUI l.J11~+C:J 1U1 1VL (,1VL 111U41,UlCJ~ lllt,:.~ VUU~1C I'llld111:C h'age ~ OI ~ ~ saes Vid@Og Ma°s News Shp~na ly~j' more ~ spltzsrncgaol.com ~ My Acc~uM ~ Sian out Goa~,le finance , Get quotes ~ . __ _ _ _ . . .......... ........._. _-._..... __.........._........ --_. _...._ _._ l Example. "CStA" or "Google' NL Industries, inc. historical prices watch this stock Historical chart Show: Daily ~ V~eekly Od 29, 2009 ........... _ Od 30, 2009 Update - -- - - - ----------~ s.oo Date Open High Low Close Volume Od 30, 2009 8.40 8.53 6.17 6.20 36,413 i l - _.. __ __ _ Od 29, 2009 _.. __ - _ ___.._ 8.48 6.58 _ n 6.30 _ _ 6.45 51,198 s.oo { Show rows: 3p 1 - 2 of t rows !' 6.00..., _._ --_ ....................5 Od 29, 2009 Oct 30, 2009 Export QQwnload to soreadshe~~ Googie Finance Beta available in: ~,,~, -Canada - ~,, - D ^ ^ Q (China) - j~ ~ ^ (Nona Kona) Information is provided'as is' and solely for informational purposes, not for trading purposes or advice, and may be delayed. To see all exchange delays, please see disclaimer. ®2009 Google Gooq(e Home - ~g~p - Priva Poiicv -Terms of Service 7 11 -~ ,, (,-~7 L- ~ IMPORTANT TAX RETURN DOCUMENT ENCLOSED DD1848 ~iii~lililril~lllrriiliri~ir~li~illlllilriil~lii~~~~lilil~~~l~ill Recipient WENDELL B STOCKDALE JR 22 FIELDSTONE DR MECHANICSBURG PA 17050 tpmputershare Computershare PO Box 43078 ProvidE:nce, RI 02940-3078 Telephone: 781 575 2723 www.compute~rshare.co~nvestor Holder Account Number 00000064122 I N D Record Date 10 Dec 2009 Check Number 0068950172 SSNJTIN Certified Yes QOICSlx105.DOMLNCIEQS_PC3l.N1.1N.134222 27983l001848lU01848li NL industries, inc. -Combined Dividend Payment 12009 Tax Form 1099-DfV Corrected rd checked) Form 1099 -DIV -Dividends and Distributions 2009 Copy B -For Recipient This 1s Important tax btorrnation and is being tarnished to the Internal Revenue Service. g you are required to Bk a return, a negligence penalty a other sanction may be imposed on you iF this income Is taxable and the IRS deeemtines that it has rat been reported. Recipient WENDELL B STOCKDALE JR 22 FIELDSTONE DR MECHANICSBURG PA 17050 Account Numa~r 00000064122 Recipient's ID Nlo. ending in '*'='-9312 Payers FederallD No. 13.5267260 OMB No. 1545-0110 Department of the Treras~xy -Internal Revenue Senrioe is 1b ^Total Ordinary Qualified 3 Nondividend 4 FEDERAL INCOME s Foreign Tax ~ Foreigl Country s Cash Liglicialion I Dividends ($) Dividends ($} Distributions ($) TAX WITHHELD (s) Paid ($) a U.S. Pt>ss~ion Distri. ($) Payer's Details 0.00 0.00 l 17.52 0.00 0.00 NL INDUSTRIES !NC J C/0 COMPUTERSHARE P.O. BOX 43010 ~ ~`' PROVID 940-3010 1" r~ e~ / _ ._ _. , _ Form 1099-DIV Keep for your records) Dividend Confirmation yme to ~ Pa icipating Dividend Gross Class Description ~ S res/Units I Rate ~ Dividend ( Deduction Amount ~ I () _ Deduction Type I Net .Dividend (a) 24 Dec 2009 COMMON 35 $0.12500 4.38 0.00 N!A 4.38 ~' Year-To-Date Paid .52 0.00 17.52 2CD70004 OORX6A-PP{F2) 46UTX PLEASE CAStWEPOSIT THIS CHECK PROMPTLY. 3s~ N L I N "'~' rage ~ cat .~. Spitzer, Robert C. From: Robert C. Spitzer [rspitzer@wwwpalaw.com] Sent: Wednesday, January 20, 2010 9:31 AM To: 'wstockdale' Subject: Baroid Corp Wendell: In trying to track down Baroid Corporation, Ameritrade said Bank of New York Mellon was transfer agent, but it has no record of Wendell Junior as a stockholder of the company, even after checking the ~:,usip number of the certificate. Wendell owned 32 shares, apparently, but I believe further efforts to track down would be counterproductive in terms of costs. Recommend reporting for inheritance tax purposes at a value of zero. Is this agreeable? And ceasing further efforts to track it down? Bob Robert C. Spitzer, Esquire Of Counsel to ' Wix, Wenger & Weidner, P.C. 508 North Second Street P.O. Box 845 Harrisburg, PA 17108-0845 (717) 234-4182 (717) 234-4224 -fax rspitzer _www alaw.com www.wwwpalaw.com TO COMPLY WITH IRS REGULATIONS, WE ADVISE YOU THAT ANY DISCUSSION OF FEDERAL TAX ISSUES IN THIS E-M,41L tS NOT INTENDED OR WRITTEN TO BE USED, AND CANNOT BE USED BY YOU, (i) TO AVOID ANY PENALTIES IMPOSED UNDER THE INTERNAL REVENUE CODE, OR (ii) TO PROMOTE, MARKET OR RECOMMEND TO ANOTHER PARTY ANY TRANSACTION OR MATTER ADDRESSED HEREIN. THlS EMAIL AND ITS ATTACHMENTS ARE INTENDED ONLY FOR THE USE OF THE INDIVIDUAL OR ENTITY WHO IS THE INTENDED RECIPIENT AND MAY CONTAIN INFORMATION THAT IS PRIVILEGED, CONFIDENTIAL AND EXEMPT FROM DISCLOSURE OR ANY TYPE OF USE UNDER APPLICABLE LAW. IF THE READER OF THIS EMAIL IS NOT THE INTENDED RECIPIENT, OR THE EMPLOYEE, AGENT OR REPRESENTATIVE RESPONSIBLE FOR DELIVERING THE EMAIL TO THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISSEMINATION, DISTRIBUTION, COPYING, OR OTHER USE OF THIS EMAIL IS STRICTLY PROHIBITED. IF YOU HAVE RECEIVED THIS EMAIL IN ERROR, PLEASE RESPOND IMMEDIATELY TO THE SENDER AND DELETE ALL COPIES Q AMERITRADE 1005 N. Ameritrade PI., Bellevue, December 29, 2009 WENDELL B STOCKDALE SR 8~ JANE STOCKDALE EX EST WENDELL B STOCKDALE, JR 47 DEER FORD DR LANCASTER, PA 17601-5642 Re: Your recent certificate deposit request .,:~,; Dear WENDELL B STOCKDALE SR & JANE STOCKDALE, Thank you for your recent stock certificate deposit request of 300 shares of MED:[CAL DYNAMICS INC into your account ending in <0468>. We have reviewed your request to deposit the certificate(s), but we are unable to complete your instructions. We `vill return the certificate(s) to you at your address on file. The reason we cannot deposit the certificate(s) into your account is that the stock certificate(s) that you deposited has been escheated to the ennsylvania as abandoned property. You can claim your stoc certificate(s) by calling the State of Pennsylvania Unclaimed Property Division. If you have any questions, or if we can be of any assistance, please call TD AMERITRADE's Reorganization and Safekeeping Department at 888-723-8x04, option 1. We're available from 9 a.m. to 5:30 p.m. ET, Monday through Friday (excluding market holidays). You can also email us by logging on to your account and clicking "Message Center" (under Home). A Client Services representative will respond to your query through your Message Center inbox. ~,' ~" i S K d :v r. a `~~~~ununirrrri~ ' • N S '~~. tti . ~ ~, v ~ ~ ` ~ ~ ~ =~1''m '.'~ ~ oo O:n` 1 N ~'r ::` Fy ., • o~,v: ~ .a ,. .• ,; ;~ 0 'b a N, v ~r ~ ~ w• C z ~.~ .,~:~~ -~ ~. { ~, ~ ~ ~ ~ C G ~ ~ ~ ~ o ~ ~ ~ ~ ~ ~ ~ ~ co ~' "d O C ~ i C° ~ . r• ~- r• . ~ ~ ~ nCD ~' w s `~ ~ o ~ e ~ ~ . ~ ~ o ~ ~c t% "' " ~ ~ `° ' ° o. r ~ o ~ ~ ~ ~b ~ M O ~+ n ~. ~ ~ ~ ~~~°~ z ° o ° '~ o O c; ~~ . ~ ~~--•y rr~ ~ ~~~~~~ ~ ~ ~ ~ ~ ~ ~ ~ :v ~ .~ 0 t~+ ~• ~ ~ ~'9r z ~ ~ Z ti C C!1 ~-, a ~ C3 ~r ~ ~ Y~1 C/1 vQ• ~ C ~ ~ ~Y y ,y~~ -X Y l c~ c~ ~ ~ w o ~'~~~~z~ y .~.. ~~~~ ~ ~o , ~ o ~ G~ ~ ~ ~ ~ (P ~ lid ~ '' ~ ~• ~ a (9 ~ ~ ~.~~~z ~~a~~ ~ w co ~ o ~ ~ ~~ ~ z :v ~' ~ ~ a O 7d o ~, .~ c~ ~ ~ ~ ~' ~' ^ a G ~ r.~°~~ C o ~ °. Y o/ Q'C-/ ~~ ~. ... . i .. ' ~~. ~ ... c r r t~~ w n fx'' m c.. N Oct --1 ~~ W O CC r O Vt r C7 iT ©ts~ G N 0 .~ ~. a r~ Vl •~ r C O n z z 0 z n~ O .~ *.~ ~ ~~ n c t ~ ~ H ~ ~ ~ ~ l ~ ,~ ~, x -~ o ~ W z~ o ~ ~~ ~ ~ ~ 0 ~ (\~\~\~ V i ~ ~ a~ raciiic; ln[erna[ionai services Corp.: Private Company tn~ormat~on -1~usiness Week " page.1.§~yy~``Q~<~ s r>~ 4.._ ~t~` t ~' . ._.-,~_-.....___...., .~_..~......-__._.__.,.... ... .._..... __ _ ... , _.. ._..~.. _.,._..__,,....... _.... ............ .... .. .... ..._... __... ... ..... .... _ __..._...._._._.... _..... _._. ~ I,, ,. _ SPECIALTY RETAIL January 20, 2010 10:05 AM ET ' ,f ` ' ~'~"~ Pacific International Services Corp. ~ ~ - Sna- p People ~ COMPANY OVERVIEW KEY EXECUTIVES In November 1996, Pacific Intemational Services ' Mr. Alan M. Robin ~ Corp. (PISC), its South Seas Motors, Inc. subsidiary, ~ Chairman of the Board which represented substantially all of the assets of i Age: 72 _. w !I PISC, and Alan Robin, President and Chairman of _ _ __ ... .. __ South Seas and PISC, entered into an agreement Mr. Richard Bauman pursuant to which PISC and South Seas were • .Chief Financial Officer required to surrender to Chrysler Financial Age: 60 _ _ _._.._. __ . Corporation all its collateral under secured lines of ~-- ~-~ ---- -~------------°--------------- credit in lieu of forec{osure. This collateral constituted Mr. Calvin Cohen Finance Manager -South Seas Motors substantially all of the assets of South Seas. Asa -- - result, South Seas and PISC each ceased doing _.. _ business as a going concern. Pacific Intemational Mr. Ronald Jones ; -Sales Manager -South Seas Motors Inc. Services Corp., through South Seas, operated two -- -- automobile dealerships, as of June 30, 1996. Mr. Stephen Robin Director . Age• 48 2841 N Nimitz Highway Phone: 808-836-0515 - -- Honolulu, HI 96819 Compensation as of Fiscal Year 2003. United States Founded in 1983 110 Employees KEY DEVELOPMENTS FOR PACIFIC INTERNATIONAL SERVICES CORP. Registration Of Securities Of Pacific International Services Revoked An Administrative Law Judge has found Pacific Intemational Services Corp in default, in the matter of Paafic Coast Apparel Co., Inc., er al., and revoked the registrations of each Gass of its securities based on findings that it violated Section 13(a) of the Securities Exchange Act of 1934 and Exchange Act Rules 13a-1 and 13a-13 by failing to file required periodic reports with the Securities and Exchange Commission. Commission Orders Hearings on Registration Suspension or Revocation Against Pacific ~~, {nternational Services Corp. for Failure to Make Required Periodic Filings ~ar~a;2uca The SEC on August 18 in conjunction with the trading suspension also instituted a public administrative proceeding to determine whether to revoke or suspend for a period not exceeding twelve months the registration of each class of the securities of Pacific Intemational Services Corp. for failure to make required periodic filings with the Commission. In the Order, the Division of Enforcement (Division) alleges that the respective respondents are delinquent in their required periodic filings with the Commission. in this proceeding, instituted pursuant to Exchange Act Section 12(j), a hearing will be scheduled before an Administrative Law Judge. At the hearing, the judge will hear evidence from the Division and the company to determine whether the allegations of the Division contained in the Order, which the Division alleges constitute failures to comply with Exchange Act Section 13(a) and Rules 13a-1 and 13a-13there-under, are true. The judge in the proceeding will then determine whether the registrations pursuant to Exchange Act Section 12 of the securities of the company should be revoked or suspended for a period not exceeding twelve months. The Commission ordered that the Administrative Law Judge issue an initial deasion not later than 120 days from the date of service of the order instituting proceedings. SIMILAR PRIVATE COMPANIES BY INDUSTRY Company Name R~agwn Addazi, Inc. United States _ FNF Industries, Inc. . United States Stewart Management Group, Inc. United States Fashion Bug Retail Companies, Inc. United States Great Western Leasing & Sales, Inc. __ United States RECENT PRIVATE COMPANIES TRANSACTIONS Type Target Oete No transactions available in the past 12 months. s' 3 c~ ~~ ion Thank You, l1SC rill contact you noon! The information you submitted is: Namo Robert C. Spitzer Mail ]lddroaa rspitzer@wwwpalaw.com ehoa~ lPumb~r 7172394182 M~a~~ago: please contact me about shareholder, Wendell B. Stockdale, Jr., certif AE 33 he died 10/29/09. I represent his estate. /~ thank you . /''"~~ rspitzer ~" ~~~ Page 1 of 1 /6/B4, for 500 shares. (~- '` ~http://www.advaricederiergyconcepts.com/aecmailer.php ~., ~. _ ~ , 1 /20/2010 ~- ~y ~~ . & y~e ~? eng n u d . ~~e~~,,~:~ra ~, .~ File ' ~F' ~ ~~ 11 } C, gp~TZER~ Esq. From ', Z ~~-° 2014 Date: ~ ~ _------- _ ~-- /ConferenCewit : _~- ~~ oxiv~' ~'sati 1VLessa~ e C ,, __--f ----~ ~ ~,_ toy Re ; _ _ ------- - _~._._~----- - ations: ecisions/~bserv r ~TViessa~;e/Cony:;IusionslD ~ I 7.0 /° . '- ~~ ~~,~~. ~l _.~-- __ ~._---- __-- +~'~ ~~ 1 r_ --_r~ 1~~\\\ RANDS FOR OFFICE ~ _-------' ' S\RSPC~M~ r FORMS\FORM I?:~F~CS\WF FORMS\WP Y ,j' I s~ ~~~~ ~~ ~ ~ gand.-air-condi... 1120/201 ~ http://wwv~~.bbb.or ~;/central-western-massachusetts/business-reviews/heatin - : ,~~ ~~k~. t . ~. ,.. z'~h'~':'2 i •.;sx.rwc Y~~~ n '. ~,^~~"l~'~1.:.•: :.i. ~•... u...N y; ~„~~#,y ..~ ..., ~'r. ~ ..,t r '~'•'9hi1.dn0°~$AYiM~rCR 2 ova i 'P..r..e. t..i%rr A .4#.~ 'kfa.~.:~dvk.~dv-tA +w, M.a°!1.~ew,A. ...,,.,a~ Y.iL~i• • M"'• '° d1". ERA ~~~` RUST MP41~~TY' ~ ~ ~x ~' 'I1~TEl~l'I''~~• ST._O~.C~ i'~~-~1NSF . , , .. ~ . , :. .• n l ~ ~~~~BATTERYPI.AC$NEWI't~R~'1V.~W;Yt~RS10004 ;. ~~. , . q ac p .. .. ,. .. .w.a.w.~...Y,... . ,:.Y''. r ,. .- ,i.wv......Y: :;ur +. 'try. l Yfari, ,. ,. ~; .'i ^,e~+,~ .e^r,'{• a..zr ..... N1,.. ~~'•~.!n ~nc+lec't. rr'1:1«":~ , l+?.~ Tel: 1212) 509- 4000 ::.~...... _ . .:., ,,.,. .,. ,.., .;;,12121616-7619 ~ ,. ,.. . _.., ... January 6, 2010 TD AMERITRADE, INC. ATTN : CAG E 1005 NORTH AMERITRADE PLACE BELLEVUE NE 68005 Re: Escheatment to State -Pennsylvania R/N/O Wendell B Stockdale Jr Total Reported - $695.76 Dear Shareholder (s): In connection with the written correspondence regarding CHEFS INTERNATIONAL, Stock, Certificate# CIU23280 at 2000 Shares, please be advised that we are confiscating the certificate(s) because it was reported abandoned to the state of Pennsylvania, in March 2006. In order to claim these shares/funds, it will be necessary for you to coniract the Unclaimed Property Division providing them with the~following information: Security: Chefs International Cusip#: 329672100 Reported Amount: $695.76 Registration: Wendell B Stockdale Jr Done By: ACS Unclaimed Property Clearinghouse. State Treasurer Barbara Hafer Unclaimed Property Division P.O. Box 1837 Harrisburg, PA 17105-1837 (800) 222-2046 http•//www.treasury.state.ga.us/ Respectfully yours, Tameka D Har eY p Tameka D Harper Escheatment Analyst • ~. A Kbb • V• f./ Spitzer, Robert C. From: wstockdale [wstockdale@comcast.net] Sent: Wednesday, January 20, 2010 9:43 AM To: Robert Spitzer Subject: RE: stock Bob: Agree re: International Breeders. 71;~~~~ ~~~~~ ~9t"i'~ Wendell B. Stockdale, SIOR Commercial Prime Properties 150 Farmington Lane Lancaster, Pa 17601 Tel: 717 569 7700 Fax: 717 569 9252 From: Robert C. Spitzer [mailto:rspitzer@wwwpalaw.com] Sent: Wednesday, January 20, 2010 9:10 AM To: 'wstockdale' Subject: stock Wendell: Trying to track down International Thoroughbred Breeders, Inc. shows a trade on the date of death at three cents per share. Trades in December at one penny per share. Ameritrade reported that "the certificate is non transferable." My recommendation is we report this as an asset of $7.20, but take no further steps in connection with the transfer, because of that expense and cost involved. We would have to find out why "nontransferable," and then try to effect the transfer. Please let me know if you agree with his conclusion. Bob Robert C. Spitzer, Esquire Of Counsel to Wix, Wenger & Weidner, P.C. 508 North Second Street P.O. Box 845 ~-~ ,.~ Harrisburg, PA 17108-0845 r (717) 234-4182 (717) 234-4224 -fax rsp itzerCa~wwwpa law. com_ www.wwwpalaw.com 1 /20/2010 ~ . a a vu. auwaaa~a~av~a~aa 1aav~Vl.~~l~~/l`.\4 LL`rV`LVr1J~ 111V. 1)wVx .t~Cpl)CL ~ ~,n.ar~s ~L .~e`~~.~•I.`~ .I. a.gc: L ut L. °---~-.~ International Thoroughbred Breeders, Inc. ITGB .. ., . .......................................... _ _., _.._ ._..... ...__......_..._.... R . .. ........... Q...... _.. _ _.........._ _......._. i Add to Portfolio Get E-mail Alerts Print PDF Re ort Data uestion ~ ,~ana, _____.__ i ~_ -_..~~_._. __ -__ Quote Chart Stock Analysis Pefiormance Key Ratios Financials Valuation Insiders Shareholders new Filings Bonds BETA Options Historical Stock Prices 2009 back to Divid endc & Ret urns { January February March April 01-28-09 0.00 02-09-09 0.01 03-06-09 0.01 04-13-09 0.01 02-13-09 0.01 03-09-09 0.00 04-14-09 0.00 02-27-09 0.00 03-i1-09 0.00 04-16-09 0.01 03-13-09 0.01 04-22-09 G.O1 ' 03-]7-09 0.01 03-23-09 0.01 03-24-09 0.01 03-26-09 0.01 May June July August OS-O1-09 0.01 06-03-09 0.02 07-01-09 0.02 0$-03-09 0.02 05-13-09 0.02 06-09-09 0.02 07-02-09 0.00 O8-Oa-09 0.02 OS-15-09 0.02 06-10-09 0.02 07-06-09 0.02 08-05-09 0.01 05-28-09 0.00 06-16-09 0.00 07-09-09 0.01 08-06-09 0.01 06-18-09 0.00 07-13-09 0.01 08-07-09 0.01 06-19-09 0.02 07-14-09 0.01 08-SO-09 0.01 06-30-09 0.00 07-15-09 0.01 08-11-09 0.01 07-16-09 0.01 08-12-09 0.01 07-17-09 0.01 08-13-09 0.01 07-20-09 0.01 08-14-09 0.03 07-21-09 0.01 08-17-09 0.03 07-22-09 0.01 08-18-09 0.01 07-23-09 0.01 08-19-09 0.01 07-24-09 0.01 08-20-09 0.01 07-27-09 0.01 08-21-09 0.01 07-28-09 0.01 08-24-09 0.01 07-29-09 0.02 08-25-09 0.01 07-30-09 0.02 OS-26-09 0.01 07-31-09 0.02 08-27-09 0.01 OS-28-09 0.01 08-31-09 0.01 September October November December 09-O1-09 0.01 10-14-09 0.01 i1-03-09 0.03 12-29-09 0.01 09-02-09 0.01 10-15-09 0.01 11-OS-09 0.01 09-03-09 0.01 10-19-09 0.01 11-10-09 0.01 09-04-09 0.01 10-26-09 0.02 11-18-09 0.01 09-07-09 0.01 SO 28-09 0.01 11-23-09 0.02 09-10-09 0.01 - -09 0. 11-24-0 0.01 10- 0-04 0.01 - - 0.01 S&P SDD index Rata: 53eP SDD Copyright ~; 200 Qu otes for Nas daq securities are delayeii 15 m inute>. Quotes for NYSE an~i i Amex seanities Show DaL De are delayed IQ finitions (Fee minutes, and are su dback I pprmission ppped by in c/Re riots t rutive Oata, Gr I jicker Lookup aph Tunes are Eastern Standard, A FEW MARE REASONS TN SAVE. ~ I MON7HILY MINIMUM s ~~APY FEES BAI,Ai?lCE A HIGH-YIElO SAVINGS ACCOUNT FROM IUi~IIICAN EXPRESS ii E PERSONAL SAV{NGS ® from American Express ,~.~+s ~«.a ty,em~ ~~ s~ FSa ua~aiF wic _ ___ _._ ~~ . http://quicktake.morningstar.com/StockNet/Price2.aspx?Country=USA&Symbol=ITGB 1/20/20.10 i. l~'~ ~t r r . ! ~ : ~i' ~ w ,~..t #~ (' N . WIX, WENGER &WEIDNER A PROFESSIONAL CORPORATION RICHARD H. WIx ATTORNEYS AT LAW STEVEN C. WILDS 508 NORTH SECOND STREET THERESA L. SHADE WIX • DAVID R GETZ POST OFFICE BOX 845 STEPHEN 1. DZURANIN HARRISBURG PENNSYLVANIA 17108-0845 JEFFREY C. CLARK , PETER G. HOWLAND ~ Alw Manber Massaclaudts Bar (717)234-4182 FAX (717) 234-4224 www.wwwpalaw.com THOMAS L. WENGER DEAN .A. WEIDNER ROBERT C. SPITZER Of Counsel Suburban Office: 4705 DUKE STREET HARRISBURG, PA 17109-3041 (717}652-8455 January 20, 2010 COLUMBIA WATER COMPANY 220 LOCUST STREET, P.O. BOX 350 COLUMBIA, PA 17512 TELEPHONE: 717-684-2188 FAX:717-684-4566 December 11,2009 Wendell Stockdale, Sr 47 Deerford Drive Lancaster, PA 17601 Re: Columbia Water Company Stock Dear Mr. Stockdale: The most recent sale of Columbia Water Company Stock took place in November 2009. The sale price at that time was $17.50 per share. If you need additional information, please let me know. Nancy Jackson Office Manager 0 ~~i Sincerely, WIX, WENGER &WEIDNER A PROFESSIONAL CORPORATION RICHARD H. WIX ATTORNEYS AT LAW THOMAS L. WENGER STEVEN C. WILDS THERESA L SHADE WIX ` 508 NORTH SECOND STREET DEAN A. WEIDNER . ROBERT C. SPITZER DAVID R. GETZ POST OFFICE BOX 845 Ot` Counsel STEPHEN J. DZURANIN JEFFREY C. CLARK HARRISBURG, PENNSYLVANIA 17108-0845 PETER G. HOWLAND (717) 234-4182 'Also Member Massachusetts Bar FAX (717) 234-4224 Suburban Office: 4705 DUKE STREET www.wwwpalaw.com HARRISBURG, PA 17109-3041 (717) 652-8455 February 25, 2010 SUPPLEMENT TO SCHEDULE B., INHERITANCE TAX RETURN OF WENDELL B. STOCKDALE, JR., ITEM 10- VALUATION OF FORTY (40) COLUMBIA WATER COMPANY SHARES OWNED BY THE ESTATE OF WENDELL B. STOCKDALE, JR. The Office Manager of Columbia Water Company advises: "The most recent sale of Columbia Water Company Stock took place in November 2009. The sale price at that time was $17. SO per share. If you need additional information, please let me know." Further conversation with her indicates there are 3 to 4 "sales" of shares in a year, usually from the estate of a deceased shareholder to people affiliated with the Company. Based on the foregoing, we suggest that $17.50 per share is the proper valuation for thf; shares of the Company. SUBMITTED: WIX, WENGER &WEIDNER By: Robert C. Spitzer RS:s r4) 7 Y ril:~wri;~al ~r>1~C5 cur ritcv ~ttronos wortav~nae, tnc.~ - lioogte r~nance Wage 1 of 1 YY4~ es videos 1N a°s ~ Shonnina ~ ~ • spitzamc~aol.com ~ My Account ~ Slyn ou< Goole finance _ _~_ __.__ - ._---_ _. _..__.__ ..._ ._ l Get ~~~ Example: "CSCO" or "Google" Kronos Worldwide, Inc. historical prices Watch this stock Historical chart Show: Daily ~ k1 Oct 28, 2009 _ Od 30, 2009 Update --- Date Open _ - High _... _ . Low _. Cloae Volume 13.00 j Illl Od 30, 2009 .... .. 13.48 13.75 13.36 13.37 3,666 _ _ 2009 Od 29, 13.48 13.50 13.25 13.50 2,071 _ _ _ _ t3.oo Od 28, 2009 13.00 13.25 12.85 13.25 3,800 Show rows: 3p ' 1 - 3 of 3 rows 13.00 Od 28, 2009 Oct 30, 2009 Export pownlo to spreadshet:s Google Finance Beta available in: ,~,,~, - Canada - ~ - ^ u ^ ^ (China) - j i ^ ^ (Rona Kona) Information is provided 'as is' and solely for informational purposes, trot for trading purposes or advice, and may be delayed. To see all exchange delays, please see disclaimer. ®2009 Google Goo 91e Home - JjgjQ - Privacy Policy -Terms of Service G~~~i WIX, WENGER &WEIDNER A PROFESSIONAL CORPORATION RICHARD H. WIX ATTORNEYS AT LAW THOMAS L. WENGER STEVEN C. WILDS THERESA L. SHADE WIX ` 508 NORTH SECOND STREET DEAN A. WEIDNER DAVID R. GETZ POST OFFICE BOX 845 ROBEF;T C. SPITZER O•f Counsel STEPHEN J. DZURANIN JEFFREY C. CLARK HARRISBURG, PENNSYLVANIA 17108-0845 PETER G. HOWLAND (717) 234-4182 'Also Member Massachusetts Bar FAX (717) 234-4224 Suburban Office: 4705 DUKE STREET www.wwWpalaw.com HARRISBUF;G, PA 17109-3041 (717') 652-8455 February 25, 2010 SUPPLEMENT TO SCHEDULE B., INHERITANCE TAX RETURN OF WENDELL B. STOCKDALE, JR., ITEM 10- VALUATION OF FORTY (40) COLUMBIA WATER COMPANY SHARES OWNED BY THE ESTATE OF WENDELL B. STOCKDALE, JR. The Office Manager of Columbia Water Company advises: "The most recent sale of Columbia Water Company Stock took place in November 2009. The sale price at that time was X17. SO per share. If you need additional information, please let me know." Further conversation with her indicates there are 3 to 4 "sales" of shares in a year, usuallly from the estate of a deceased shareholder to people affiliated with the Company. Based on the foregoing, we suggest that $17.50 per share is the proper valuation for the shares of the Company. SUBMITTED: f~ WIX, ~E R & WEID R r ~~ By: ;~~~ .,~.~ ~~ Robert C. Spitzer RS:s WIX, WENGER &WEIDNER A PROFESSIONAL CORPORATION RICHARD H. WIX ATTORNEYS AT LAW THOMAS L. WENGER STEVEN C. WILDS THERESA L. SHADE WIX " 508 NORTH SECOND STREET DEAN A. WEIDNER ROBERT C. SPITZER DAVID R. GETZ POST OFFICE BOX 845 OF Counsel STEPHEN J. DZURANIN JEFFREY C. CLARK HARRISBURG, PENNSYLVANIA 17108-0845 PETER G. HOWLAND (717) 234-4182 'Also Member Massachusetts Bar FAX (717) 234-4224 Suburban Office: 4705 DUKE STREET www.wwwpalaw.com HARRISBURG, PA 17109-3041 (717') 652-8455 February 25, 2010 SUPPLEMENT TO SCHEDULE B., INHERITANCE TAX RETURN OF WENDELL B. STOCKDALE, JR., ITEM 10- VALUATION OF FORTY (40) COLUMBIA WATER COMPANY SHARES OWNED BY THE ESTATE OF WENDELL B. STOCKDALE, JR. The Office Manager of Columbia Water Company advises: "The most recent sale of Columbia Water Company Stock took place in November 2009. The sale price at that time was $17. SO per share. If you need additional information, please let me know." Further conversation with her indicates there are 3 to 4 "sales" of shares in a year, usually from the estate of a deceased shareholder to people affiliated with the Company. Based on the foregoing, we suggest that $17.50 per share is the proper valuation for the shares of the Company. SUBMITTED: WIX, WENGER &WEIDNER By: Robert C. Spitzer RS:s E/mew Merry Auctions, /nc, License No. AU-649-L 717-790-2240 www.richardinurryauctloneer. coin 14 North Walnut St. Second Floor Mechanicsburg, iPa. 17055 IN RE: Coin Collection Appraisal OWNER Wendell B. Stockdale Jr. 22 Fieldstone Dr Silver Springs, Pa. 17575 DOD 10/29/2009 March 4, 2010 This appraisal is completed as per request to determine a fair market for the coin collection property list given. The fair market value is ($10,310.12) ten thousand three hundred and ten dollars and twelve cents. -] Kicriarci Murry REwasa Ex+ (aoo) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280801 HARRISBURG, PA 17128-0601 SAFE DEPOSIT BOX INVENTORY ~~ ~ S ' i. Please Print~or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE annQCee COUNTY CODE ~ F14E~ NU ~ ER Q ~ 'ry T~ d~J` V SOC`~ SECS ITY OR DEATH CERTIFICATE NUMBER ~ J 9 • OECE ENTy'S+ NAME (LAST, FIRST, MIDDLE) / / 7 D ' k ~ ~t ~ ~/ ~ ~ l! ~ ~! ~ • DATE OF DEI'~T ~~ ~~ ~ ~ ~ ~' o ADDRESS OF DECEDEN/~ /(STREET) ~ 7• ~/ P ~ Q J T 0 fl ~ ~` t Y '~ (CITY) / (STATE) ~ ~' l', f l (~'~ /'C 5 (~}fiti ~" (ZIP CODE) ! 7 c7 S D NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) .~ (STREET NA E) S a /~ ~ ~~. S ~~--. (CITY. (ST E:) ~y4~-r~~~s 6x ~~'. (ZIP CODE ~ ~~o~ NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) ~ ~ (RELATIONSHIP) ~ .~ - L (STREET NAM) ~ e e t' ~o-r` ~ ~ vie (CITY) (STATE (ZIP CODE). ~,~, ~ ~ ~ f~ ~ ~¢ 1'7~ o/ b. (NAME) ~ (RELATIONSHIP) (STREET NAME) (CITY) (STATE.) (ZIP CODE) c. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) ~ (STATE.) _ (ZIP CODE) • NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) ~ ; / (STREET NAME) ~ ~ ~ ~ r~ ~ ~ c ~ _ (CITY) r, (STATE) (ZIP CODE) so 5 ~ : ~ e ,~ ~ . o 1 NAME OF PERSON MAKING LAST ENT ~ DATE AND TIME O ST ENTRY DATE OF CONT ^ C/T R/E/_NT BOX Ii V' © V NUMBER OF BOX ~ ~Q q TITLE UNDER WHI~C~H/BOX IS REQUES',TED ~ ~ • ~, r NAME AND DDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) ~e.~.d Q.GI 8 . S~~ ~ ~.~ a ~"~"~ b. (NAME) (STREET ADDRESS) ~ 2 y /" i e/o~S far ~ p ~~ (STREET ADDRESS) (CIS ~ ~ ~ (~,T~ E) (Z~~ ODE) ~' ~4 (CITY) (STATE) (ZIP CODE) ~ r ~ NAME AND TITLE OF EMPLOY TAKING THE INVENTORY. ~~~n - WAS A WILL IN THE BOX? ^ YES NO If yes, a. Date of will: ~ ~ ~ ~ _ b. Name and address of personal representative, It named in the wlll ~~ (NAME) ~ ~ V ~ J ! _D ~ ~ ~ P . ck ~ e . ~ :;~a~c:. ': .. (STREET NAME ~ ~ ~ ,, ~ ~ ~ (CITY) ~ ~ ,(STA `" ~ (ZIP CODE) c. Name and address of attorney, N any - ~ _ _ _ ... , . _ _ .... _ .. .. 4 :... _ . - (NAME) •~ ~ ~ ~ (STREET NQAME) ..... ' 2 ,, . ,c' ~ _z1 - _.-. (CI~, ,a-'.»~"r :(g ) ;*, ~ i ... (ZIP COD "~'. O ~ ~ ~ '!' .. {.. ~.. ~~,~ .s 1 ':17I ``. fC7 ~~ ~" ~ ~ ~~ ~. wl!i ~f 1Lit~ '~// • ~1 ~: :~ y v, r ~ :~i' f f '^~M ~ ~,~.. , .i l 1 ~~' * ~~ ~:. ~~_ ~ ~ .~ N... .1 :~~ 4 T w..if~~Jw.2r.'ir~~ - --Page__ t of SAFE DEPOSIT BOX INVENTORY'--------_ -.- - - - •- -• INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. . (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ITEM O ITEM DESCRIPTION C ~-~/~ ~ ~ a3 ' ~~ 5 , ~ - ~ ~i ~ e cam' -~ i a i t ..r a vim' r /L'w!3 S G~ r ~ o s ,~, ~, ~ S, ~B ~. 1 V V ~ ~ ~ ~ ~ ~ ( v, ~~ ~ • • V r ~~rl~~r 2-;~ s~ ~~~~~ rF /~: t M /a ~/' ~ r' ~ ~' . n a~ ~ e -~- S ~ err tir- ,~-- ~ ~ a ~ s- ~ ~ v~~ ~, ~ ~ • ,, ~ ~ . ~ ~ d /o a a.l/~ e~i -- Qa-s'~ . I CERTI CORRE FY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS CT A MPLETE TO TH EST OF MY KNOWLEDGE AND BELIEF. PERSON RECEIVING COPY OF SAFE DEPOSIT BOX INVENTORY: SIGNATURE /~ c l/ ` ~ ~ •~ NATURE ,~ • ~~~ ~~ PRINT NAME ., ~• ~' ~.~ ~ .. PRINT NAME E OPR BOX LOMF _ - ~ ,~ ~ WAG PRINT TITLE / 1 I / / .. _.. .. DATE ~ x ~. . CHECK APPROPRIATE BOX: ~ = ` ~ ``' '': "' ~ •' t .. . ~stats RepresenWlvs ~~ ~ loin! owr~ of safe dposk box ' .:' ... _ NOTE: Attach additional 8'/:"x1 11" sheet(s) If necessary or use duplicates of this page of tc .. _... . -. --- •. - ~: ~ _~ ~ . ~1~. ..~... _e .. .._r '• V Pa9e~of ~,_ ' ~ SAFE-DEPOSIT-BOX-1N~/ENTOR~-~--~--~- . INSTRUCTIONS ~ ~~~.: (1) Cash: Report total only. ~ • ' • (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock Is registered, and number of shares and class of stock. ~ ~ ~ . (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: Lis~r and describe as fully as possible. (8) All other contents. ITEM NO. ITEM DESCRIPTION ~ ~~ iL cc ~ 31~ S© 3 a ~. z- 6 3 ~ 7 '~' cve ~- r ~+~• of ~1 ~ ~P S r ~ n ~ ~" ~' t r .~ .r ~r $ ~ ~ - ~-0 ~ ~. I CERTI CORRE FY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD 13 CT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. PERSON RECEIVINC3 COPY OF _ . -- • SAFE DEP031T BOX INVENTORY: ~ '• '' • ~ ~ • SIGNATURE , ~ _ ,,,,. SIGNATURE ~ ~ .. ... .. PRINT NAME • r, ~ PRINT NAME AND CHECK APPROPRIATE BOX BELCyW: ~ ~ ~" ~:: °:=1::: ~ .. r . PRINTTRLE ~ _~ ~ .......~ .. ~ ~~ ..... 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LEMOY'NE: P~"~Ih~~YL1~AN1,~41704 ~-~~p~~ ~~~~F sc~ ~ ~f~l ~ ~-le ~ r~~ ~>s~~~~ ~~ c e1 ~ ~~ ~O~ DAVID KEISER o~-07 DBA OAVID KEISER AUTO SALES 301 718 AVERS AVE ~ .__._ I"~ ~ /~- 60-912/313 LEMOYNE, PA 17043 ~ 104 - Date Pay to the ~~~~ jj `` ~ ~' Order of __ ~~~ -.~ ~~~.LLL_ j,~ _____~ ~ ~ ~~ ~ D ~~ a~~r Susquehanna Susquehanna Bank rnvw.wsque~anna not / ~-- For~_1~L`- 7~ ~ ~___.._ _.__ .._______.~..___._.__._._ ~:D 3 ~ 309 L 2 3~: LO 3 60000 ~ 58 2i~' 0 30 ~ .~ ~ ~U~ ~ ~ ..LZ. !" fz ~z'z r~ V 1 /~ V 1 /~ V it N i If a second lienholder is listed, upon satisfaction of the first lien, the first Ilenhokier must forward this Title to the Bureau of Motor Vehicles with I;heS:. FIRST LIEN RELEASED appropriate form and fee. DATE BY SECOND LIEN RELEASED ` -': " AUTHORIZED REPRESENTATIVE - 9 - . ~~ ... .. ... ....;:~~ ~.r•.rc~.:%r:'~;a,:,(::...z::1ck2.,.~ ~;:_.._7......YU~id .:~`$.T-:#:.is•*.§~?.,.x.... .:'y:„.31..s.~.~~a~ .. ..."._ ".. , MAILING ADDRESS , _ BY , AUTHORIZED Rl;PRESEtJ7ATIV& '~IFNDFLt `3 STDCK~ALE JR 3534 L06AN STREET CAMS' HILL PA 1711 ~~3flMFTER 13ISCLt3SUR'F FXE~iPT gY FF~~RAL LAS .. REGISTERED OWNERIS) ~+ - ~fF~i~ELL B ST~CKDALF JR . 35~~ Lfl~AN STREET G;~~~! NULL. PA 1?~~~ ' FIRST LIEN FAVOR OF: SECOND LIEN FAVOR OF: f ~ i" \4 - I Q A ~{ rf s2 ~i~ f~ ~}' i ~ s,il. i'S-~ L~ ~ 7 : ~` ~ L " ~~ iw iw ?rrr i"1 ~ ., ~lcectify 3s of She. date of issyq, tbe. officj3l:r"ecord,S of the Pennsylvania Department. gtTransporEat¢n raffegt that,the per$on(s) oFpprppany natured herein is the lawful owner " ;:. . ; , !of the said vehicle, - ~. ; Secrei~r y of ~T[anspgrtat;on: $t1BSCRIBED ANA SWORN" - - ' ~~~~~ ~' ~ ' When applying for title with a co-owner gthej~~than yAUf,~8go4¢e C~teck, ate of. these bf Cks If nobbck is chacked htle vnlYfhe v iy "r ~ ~ ~rt m $% ;,, , FQ q~FORE ME ~ .., , .:.. ; - " ,/ MO." DAY YEAR , ~ . y ~lJg ~ . , _ x ~511 !e. A .D ~M Tenants with Rght of'Survivprsjtipj{on"d,BaUt o[ otxt t7N!31QP: ti ' 9Pas , ' ' y' t0 the 9UfVNirlg ONfftef). .. B ^ ,Tenants in Common (on heath of Ono owner irrterest%ot deceased owner >. j s to his or her heirs or estate) ' SIGNATURE OF PERSON ADMINISTERING OATH LIEN IR NO tjEN t DATE: ~ ~ QHECK EOX ~ ~" FIRST LIENHOLDER: .,j ': . " .. NAME = ~' f/} ~,3+~ :~ alu sS% ~~~r~t4~' :~' ~. ~~ STREET , <,~ i , CITY . . t STATE ZIP , LIEN 6 O ~.. ~ ,. , ,~ ,: ~...::, ~ DATE: ~ ;~ ~ 1 N tJEN ~ ;.,; C EC OX The wWersigned hereby makes a llcati n fqr Certjficate of Ti le to the tu ib l d d J~ S H , pp g ve c e escr t e 'atIJ1vB' subject t0 the enclamtxancea and gther Ipgal claims set forth here. ' SECOND LIENHOIDER ,. ; '! NAME .. " ... :, . ~ - SIGNA ~~ OF APPLICANT OR AUTHORIZED S STREET ~ ~ ~ ~~'~ - IGNER ,, CITY .., " SKiNATURt2~dF CO APPLIC I TrfLE' N F T STATE 7.IPi ,/i~ j~ ~ ~ , . , O AU A HORIZED SIGN R T ..,.~. . i :.~~ - ~ /, ., ::." .. •' C71 ~~ ~~,,~n ;; ~ . ~• E/mew Murry Auctions, /nc, License No. AU-649-L 717-790-2240 NrNrrvrichard~nurryauctioneer. com 14 North Walnut St. Second Floor Mechanicsburg, Pa. 17055 IN RE: Personal Property Appraisal OWNER Wendell B. Stockdale Jr. 22 Fieldstone Dr Silver Springs, Pa. 17575 DOD 10/29/2009 November 13, 2009 This appraisal is completed as per request to determine a fair market for the following list of personal property. Game Table ................................................... $200 Dinning Room Table and Chairs .......................... 600 Side Board ................................................... 700 Mirror ......................................................... 50 Flagon ......................................................... 10 Candelabrum .................................................... 5 0 Area Rug ...................................................... 40 Lamp ........................................................... 10 Vase ............................................................ 10 Mirror .......................................................... 40 Pottery Bust ................................................... 10 Artificial Tree ................................................. 15 Elephant Figurine ............................................. 10 Lamp ............................................................ 5 Large Print ..................................................... 35 Coffee Table ................................................... 30 End Table ...................................................... 30 Round Lamp Stand ........................................... 3 0 Lamp ............................................................ 5 Arm Chair ...................................................... 10 Computer ........................................................ N/V Russian Doll Set ................................................ 30 Beer Stine ........................................................ 5 Duck Decoy ...................................................... 1 5 ._.,` kt1 r+ 1, ,~ C.~ (1) Brass Animals ................................................. 10 Lamp ............................................................ 30 End Table ....................................................... 5 Rest of Tables .................................................. 20 Elk Picture ...................................................... 20 Display Table and contents .................................. 115 Lamp ............................................................ 10 Kitchen Table and Chairs .................................... 30 John Deere LT 155 Lawn Tractor .............................. 800 John Deere Cart ................................................ 125 Yard Man Edger ............................................... 50 Leaf Blower .................................................... 30 Kayak ............................................................ 8 0 Power Curve Snow Blower .................................. 75 Trailer Receiver ................................................ 30 Dewalt Chop Saw ................................................ 80 Hedge Trimmer ................................................. 5 Bucket of Tools ................................................. 5 Fishing Poles .................................................... 20 Tool Box and contents .......................................... 5 Shelving and contents .......................................... 10 Contents of Shelves ............................................. 10 Wagon ............................................................ 15 Back Pack ......................................................... 20 Camping Equipment ............................................. 25 Shop Vac ......................................................... 5 Step Ladder ...................................................... 20 Upholstered Furniture .......................................... N/V Old TV ............................................................ N/V Grouping of office (older) furniture (Chair, desk, book shelves 2 filing cabinets) ............... 40 Old TV ............................................................ NiV Bedroom Furniture .............................................. 120 Porch Furniture and grill ....................................... N/V Row Boat ......................................................... 100 Painting ........................................................... 4 0 Wooden Armchair ............................................... 20 2 Upholstered chairs ............................................. 60 Lamp ............................................................... 5 Lamp Stand ....................................................... 40 Knick Knacks ..................................................... 10 Leather chair ...................................................... 50 Leather couch ..................................................... 100 Leather chair ...................................................... 30 Lamp ............................................................... 10 TV .................................................................. 200 What-nots .......................................................... 1 0 Metal Dog ......................................................... 10 Wooden Duck Decoy ........................................... 20 Flying Duck Decoys ............................................. 15 Upon observation of the aforementioned items it is to the best of my knowledge and belief that Four Thousand Four Hundred Seventy ($4470) Dollars would represent a fair market value. 2010 2:24PM PNC BANK 412-105-2747 No. 6321 P. 2 ~~ -~.- . _.~ ,. -~_ ------- Account # 5004900906 ~ Established: 03-22-2006 WENDELL B` STOCKDALE JR i '" . F ~-~' . DOD balance: $z 1,644.54 + 2.66 accrued interest _______ ,Please note that ibis office provides date of death balances far deposit accounts (IRAs, CDs, C.heclCitag and Savings). We do not process any fiasacisl transactions or provide statement9. Yf you need assistance with aoy of these items, please call 1-888-PNC:-BANK (1-888-762-2265) or stop by your local PNC: Bank brancb~ office. Sincerely, National financial Services Center- - ~ - . PNC Bank, N.A. Member FDIC t ~ ..~ e , 5. 2010 2:24PM PNC BANK 412-70-2747 No. 6327 P, 1 Y Lj ~~ ~ eae~IOTHEYVAY February 5, 2010 Wix, Wenger. & Weidner PC Denise B Williamson 508 N Second St PO Box 845 Harrisburg, PA 17108 ~: Name: Wendell B Stockdgle Jr .: _ .. .. - -- .... _ _ _ _ SSN: 510-54-9318 DOD: 10-29-2009 Dear Ms. Williamson: In response to your request for Date of Death (DOD) balances for the customer noted above, our' records show the following: Checldn A ount Account # 04496544 Established: 07-11-2005 DAVID E 5TOCKDALE WENDELL B STOCICDALE JR DOI~ balance: $2,403.13 non inte~cest bearing Account # 5028347 Established: 06-29-2007 WENDELL B STOCKDALE JR JAMES W STOCKDALE DOD balance: $157.46 non interest bearing ~~__..___~__._, ..__..._ Account # 5004496683 Established: 07-11-2005 WENDELL B STOCI~DALE JR DOD balance: $5,784.70 non interest bearing ,_~--~-- Savin ccount Acco 004578806 DAVID E STOCKDALE ~VENDELL B STOCKDALE JR DOD balance: $1,109.55 + 0.00 accrued interest Interest paid 01-01-2009 thru 10-29-2009 $1.15 YTD Established: 02-07-2005 ~'`~'~ F~ ..:. oche Lab$ Tnc. R 340 Kingsland Street RQCh ~+ Nutley, NJ 07110 Pay-Ciroup: 12L~°RI~.I:Manlh{y Exempt Busincgs Cln~c: STDB'U.' Pay Begin Date: 11/.O11z009 'Advice A~:': ~,__-34~418Z , ' Pa Bnd Date: L1730/2009 !Advice Dr(te: 1:1/131200 Wendell Stockdale Jr Employee ID: 039128 TAX DATA: Fedeca! PA State 22 Fieldstone Drive Department: 407204-Scranton PA Marital Status: Single Mechanicsburg, PA 17050 Location: Pennsylvania-Roche Labs Allowances: 2 0 Job Title: MED REP Addl. Pe[.: Pa Rate: S93,887.00 Annual Addl. Amt.: vv L~,~, i17 '•1~4f~ .......................................................... '1~I1I51. ~'~Y$: .. ....... s. .... .. ...................... ---------------- Current ---------------- --------- -- YTD ---------- Descri !ion Rate Hours Hours Earns Descri ttion Current YTD Re ular Pay 355.63- ~ 1,696.00 75',573.30 Fed Withholdng 2,798.56 21,448.61 Vacation Payout 45.137981 248.00 11,194.22 -' 248.00 11,194.22 ed ME / ~ 57.16 1,608.75 Exempt Fioaung Holiday 0.00 8.00 348.89 Fed OASDI/EE~ 414.80 6,621.60 Exempt Vacation / 0.00 16.00 709.99 PA Unempl EE JJ ~ 67.38 RL VP Bonus Imputed Award Sales Recognition Award Imputed Inc Exempt Sick Pay !,r 0.00 ,7~ ~ \ 0.00 ~ ~'7 t 0.00 ~'i ~ 0.00 16.00 20,746.00 2,800.00 200.00 722.21 t t oldng 332.75 3,403.0(1 ~ ~ > .y r Total: 248.00 10,83859 1,984.00 109294.61 Total: 3,709.78 33,149.40 ~} ` i:::[z::c:i;i;:;:::?-i>YTJfLhf~~1r.:Ilt~l'..Dl~ll~'~'L~~i~i~>~?i<>~`:~>:[%~i~; i;ii~~•:1~".~it.~ ~AX~.Qi~ LI~1'LflI!Y '?ri~~i ~~~:%2: i~i~::i::»::i~[:[c pis~:2~:~'•>~i~i'Si~i~,'•i~i~ ~ •l<:Y3Y~=~pAFD:: .}~ . ~>~i~~>3>i~>:::::';:;::: ~~. t 1'~ .................. Descri !ion Current YTD Descri !ion Current YTD Descri !ion Current YTD Roche Savings and Pay Deferral 0.00 4,662.64 United Way 0.00 50.00 Group Term Life* 0.00 99.82 Major Medical 0.00 46230 Fue! Card l 0.00 600.00 Roche Savings and Pay Deferral 0.00 3,496.98 . Dental 0.00 51.40 S lemental AD&D ~+• 0.00 37.3b Vision 0.00 99.10 LI-2 0.00 26152 FSA-Heald! Care 0.00 833.32 o e Savings and Pay Deferral 0.00 3,108.42 -- ._ - ..` Total: 0.00 6,108.76 Total: 0.00 4,057,30 ~ Taxable •:rl:: ':'1:•J: .. ~. .....+...... s ..... , .. ..... .. ~~~r /~,~( .•:~` •~' .. ~{~y. ... .. . ;... Current. - 10,83$59 '. 10,838.59 •. ',3;709.78' ~. 0.00 ' 7,128.81 YTD: 10994.61 106 85.67 33,149.40 ..:10,166.06- 65,979.15 vacation:. OAO ~Advice:~i43082 `.7,138:81 Floating Holiday: 8.00 , . Total , 1` iri~oonv~: Roche Libs Lic. Roche 340 Kingsland Street Nutley, NJ 07110 Deposit Amount: $7,128.81 i~l_rr~CFi Al f'Fi~FOF,P.I~IC:)i`J E~Ef GRE f7EPt)SITING ~y Date 11/13/2009 ~~ • ,128.81. ..--~''~ Advice No. 1430182 Account T e Account Number De osit Amount Checking 500449XXXX 57,128.81 Total: S7,128.81 To The Account(s) Of WENDELL B STOCKDALE JR 22 Fieldstone Drive Mechanicsburg, PA 17050 NON-NEGOTIABLE £~`~ RCS Page 1 2/25/2010 g C D E 104 schedule uncashed c hec ks 105 106 _ ------- ------- ' check # ------- ---- o unt am ------------- - - _ payor _ _ ate __ _ 107 85 53439172 __ + _ _ _ _ _ _ $ 59.00 Fulton Bank _ _ 9!11/2006 __ 108 13757 ~ $ 4.00 Columbia Water Co 2/1/2001 109 14349 __ _ $ 6.00 Columbia Water Co l 5/1/2002 10 -- ------- 15941 _-- -_ --- -- --- --- $ 6.00 Columbia Water Co __ ~ - - - _ __ 5/1/2005 111 16919 `~ _ __ _ _ _ _ $ 6.00 Columbia Water Co_ ___ _ _ _ --- - , __2/1 /2007 112 _ 17200. 6.00 Columbia Water Co $ i _ 8/1/2007 t C l bi W C 8/1/2008 113 17757 o er a um a o $ 6.00 114 15389 $ 6.00 Columbia Water Co 5/1/2004 115 16204 $ 6.00 Columbia Water Co_ _ _ _ - 1.1/1/2005 116 17618 $ 6.00 Columbia Water Co 008 5/1 /2 117 . ' s~~D 118 15519, $ 6.00 Columbia Water Co 8/1/2004 119 13071 r $ 2.50 Columbia Water Co ___ _ _ 8/1/1999 120 13186' $ 2.50 Columbia Water Co ~ 11/1/1999 121 12397 _ $ 1.20 Columbia Water Co _,_ _ , 8/1/1998 122 12515 $ 1.20 Columbia Water Co '~ _11/1/1998 123 12278 $ 1.20 Columbia Water Co 5/1/1998 124 13988 $ 4.00 Columbia Water Co _ 8/1/2001 125 118181 $ 1.20 Columbia Water Co_ _ ____ C_ _ __8/1/1997 - 126 . ---_ 15118 ~ _ - __ $ 6.00 Columbia Water Co ' 11/1/2003 127 11458; $ 1.20 Columbia Water Co 11/1/1996 128 11694 $ 1.20 ~ Columbia Water Co ~ 1!1/1900 129 11340 -- - _ --- $ 1.20 Columbia Water Co t C bi W l C -- 8/1/1996 5/1/1996 130 11222 er o a um a o $ 1.20, 131 1102_ 1 $ 1.20 Columbia Water Co ~ --- - 2/1/1996 --. 132 . ! __ 11577 _ $ 1.20 Columbia Water Co 2/1/1997 133 10805; _ $ 1.20 Columbia Water Co _ _ _ _ _8/1.11997 134 15649 $ 6.00 Columbia Water Co ~ 11/1/2004 135 10924 Columbia Water Co $ 1.20 11/1/1995 136 --- -- -- 16338 ~ $ 6.00IColumbia Water Co 2!1/2006 137 _ _ _ 166131 --- $ 6.00'Columbia Water Co 8/1/2006 138 12633 $ 2.50 Columbia Water Co _ __ ~ __ _ 2/1 /1999 139 12159 ~ $ 1.20 ~ Columbia Water Co ~ 2/1 /1998 140 _ _ 12037 $ 7.20 Columbia Water Co 11/1/1997 141 68940089. $ 4.38 N L _ ~ 3/26/2009 -- --___. 142 -- _ -- - fi-- - 60 689366 _ . ----- $ 4.38 NL -----~ - - - --- -_- ' _ -- 12/30/2008 143 __ _ 68728628' $ 4.25~Kronos r 9/23/2008 144 68922485, $ 4.38 NL Industries, Inc.. _ __ i a- - 12/26/2007 - --- - 145 __ _ ----- --~ 68929677 I - 38 N L $ 4 ~ 6/26/2008 , ____ _ . --- - - - 146 68903418 ~ $ 4.38 NL 12/27/2006 147 68914996 - -- $ 4.38 NL Industries, Inc. _9/26/2007 148 1319 NL Industries, Inc. $ 7.00 i 9/15/2003 149 1026 ~ + $ 4.38 N L I _ d s ~-- - i _ 6/9/2006 - ----- 150 - - -- ---_ __ - - --- 1354_ I _ _ _ --- $ 7.00 N L I d s tries Inc. n u - ~ -- _ _ __ __ _! 3/26/2003 151 1115 1 ; $ 8.25 NL Industries, Inc. ~ _ _~ _ 3/29/2005 152 1266 $ 7.46 NL Industries, Inc. ~ 7/5/2004 153 1069 ---- , $ 8.75 NL Industries, Inc. 12/28/2005 154 1272 $ 8.29 NL Industries, Inc. 9/28!2004 155 1887 $ 7.00 NL Industries, Inc. _ 12/27/2000 156 1043 $ 4.38 NL Industries, Inc. i 3!31/2006 157 4563 $ 3.50 NL Industries, Inc. i 3/16/1996 " ~~1 F:\res\WP Client A-Z\~I~I~DALE, JR., WENDELL B\aa every as~set2 account.xls RCS Page 2 2/25/2010 B C D E 158 4390 $ 3.50 NL Industries Inc. 6/28/1996 , -- ----- 5 154 0 $ 1.05 NL Industries, Inc. ~ 9/30/1998 160 1572 $ 1.05 NL Industries, Inc. _ _ - -- - 6/16/1998 161 1973 $ 7.00 NL Industries, Inc. ~ 6/24/2002 ___-_1826 ___ _--_- $ 7.00 -- NL_Industries, Inc. -------- , 12/29/2 003 163 1258 --- $ 7.21 NL Industries, Inc. _ 12/29/2004 164 -- 1836 - -- $ 5.25 - -- - ---- -- - NL Industries, Inc.__ _ __ ~ 6/30/2000 --- 165 11239 $ 15.00 PennState Univ 5/23/2007 166 10923 $ 20.00 _ _ PennState Univ... 5/8/2007 167 1296 $ 4.25 Kronos 3/25/2005 168 _ _ ___ 1257 1 $ 4.25 Kronos 6/28/2004 169 __ 1209 -- - $ 4.25 ----------- Kronos 6/26/2006 170 _ 1246 $ 4.25 - ------- Kronos ___ 9/28/2004 171 68715190 $ 4.25 Kronos ; 9/24/2007 172 _,__68731821 , $ 4.25 Kronos _ ~ 12/23/2008 173 174 68_708_1_56 ---68722026 ---- - __ _ ' $ 4.25 -_- $ 4.25 ~ - _ - _ __ ,Kronos Kronos _-- ---_ - _ ~ 3/26/2007 ---- ---- _-- 3/25/2008 175 68704161 ~ $ 4.25 Kronos 12/26/2006 176 1277 $ 4.25 Kronos ' 3/26/2004 177 1655 $ 8.31 Kronos ~ __ 12/8/2003 178 1233 1 $ 4.25 -_ Kronos , _ 3/27/2006 179 - - --- $ 4.25 - -_ -- --- Kronos I I 9/24/2007 180 -- _ - $ 4.25 -- ---- - - -- -- Kronos ~ . - 6/20/2008 - ~ 181 - --- i $ 4.25 - - Kronos 9/23/2008 182 --- - --- - t $ 4.25 - - - -- ---- Kronos - 1/20/2010 183 - -- --- - _ _ - - -------- 184 133983 - $ 3.23 Fulton Bank t 1/15/1996 185 612115} $ 7.92 _ __ _ ---- Fulton Bank 6/8/2006 7 0 _ -~ 6.60 - Fulton Bank 7/15/2004 18 _ 50 7239 -18_85 , Fulton Bank 6/4/2004 188 _ ____705413 __ _ _ $ 7.80 _ _ _ __ Fulton Bank _ - ~~ _ _ __ _ _ __ 7/15/2_008 189 364017 $ 9.75 Fulton Bank 5/25/2001 190 194430 $ 3.74 Fulton Bank ~ 7/15/1997 191 - 582756 - - - $_7.25 ---- - Fulton Bank 1/15/2006 192 222107 ~ $ 3.74 _ __ _ _ __ _ Fulton Bank 4/15/1998 193 241288 ----- $ 4.05 - - Fulton Bank 7/15/1998 194 284395 __ __ $ 4.35 -- __ _ _ --- Fulton Bank ~ 7/15/1999 195 214692 _ _ _ _-- $ 3.74 ---- - __ _ _ _ __ _ _ Fulton Bank 1/15/1998 196 201865 $ 3.74 - -- _ - __ _ -- _ _ --- Fulton Bank i 10/15/1997 197 250499 ------ $ 4.05 __ _ __ Fulton Bank 10/15/1998 198 377330 $ 5.27 Fulton Bank__ _ _ ____ _ 10_/15/2.001 199 171313, $ 3.40 Fulton Bank 1/15/1997 200 - 16_4130 -- $ 3 .40 __ _ Fulton Bank ~ 10/15/1996 201 1784841 _ -_ _ $ 3.40 _ Fulton Bank - _ - - - 4/15/1997 202 -. -- 322322 --- --- $ 4.80 Fulton Bank ~ _ _ 7/15/2000 203 157275, $ 3.40 Fulton Bank 7/15/1996 - 204 ---- _- -- -- I 232770, - _ .._ _ - - - _-- $ 13.05 ---- -- - --- - - - __ _ _ .._-.__..--- Fulton Bank i 5/27/1998 - 205 - _ --- -r 480447 -- - --_ - __ _._. -- $ 6.24~ __-_-_ - - - ---- ----- - ~- -- - -- - --- --- Fulton Bank 1/15/2004 ---- --- --- ---fi - -- _ -- _ -- $ 16.88 - - ------- -- --- - - -- -- - - - _ _-- ----__- Fulton Bank _ 5/13/1996 ' 207 - - --127405 _ - - - -- - $ 3.23 __ _- -- - - -_-_ _ __ -- Fulton Bank 10/15/1995 208 141765 $ 3.23 _ -- Fulton Bank 4/15/1996 209 7162447 $ 22.62 _ ------ Prudential 12/19/2008 210 $ 115.00 Fulton--per ws, 2/24 various 211 ' _ F:\res\WP Client A-Z\~~~DALE, JR., WENDELL B\aa every asset2 account.xls RCS Page 3 2/25/2010 B C D E 212 213 _------ ---- $ 2,703.86 total F:\res\WP Client A-Z\~~QDALE, JR., WENDELL B\aa every asset2 account.xls su n cu' D N --I O n v D r m m z 0 m r r ao 0 v m m v N N 0 c .-r X N W W W W W W W W W W W W N N N N N N N N N N O O v ~ O p W N ~ O O ~ v ~ O ~ W N ~ O -~ O C C O O U i ~P C C C J~ O 'C r 0° m co ~ o ~ m m 0 3 ~ ~' ~ < co ~° ~ co co o m m cn ~ ~ 0 ~ ~ ~ ~ 3 ~ ~ c ~ ~ ~ n cu o co cu m p o ~ ~ cn ~ ~ N ~ ~ o ~ c ~ tO ~ ~ n 00 ~ o ~ C. 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Aepan;eg •Wd8_ - WdOI - !ad -sang aanoH 6ul;unl.! . 6ulPeolaa .. uol3lunwwbr . sun0 L ~OZ-b8'9 (L LL) ZLSLL b'd `d/>9W/7700 - 3~//d 377//1 NOtI/ L Z>bZ saa~~~~n0 ~~'~- Sn00AAN1P.Q TO WHOM IT MAY CONCERN: 1N RE: ESTATE OF WENDELL B. STOCKDALE, ~R. SS # ~ l0-~~t-9318 The tu~.dersigned, SANE STOCKDALE AND WENDELL B. STOCKDALE, SR., CO- EXECUTORS of the Estate, and parents of the decedent, hereby certify: 1. They are familiar with the nature and extent of Decedent=s property, and have made a diligent search of the property of decede~it, at the date of death, and ?. the following is a description and estimated valuation of all the items of tangible personal property of the decedent, at the date of his death, not otherwise reflected on the Pa. Iuheritaiice Tax Retuni of the Estate: ITEM: VALUE: 5225.00 c~DoUr~ !"~T_~'1Ti~TN(e $ ~ Sn • n0 1 SPORTS EQUIPMENT 5:~50'~100 KITCHEN WARES Total Value: r • % ~ ~ ~ ANE STOCKDALE AND $-.--5~-..~1-0- 5=1.~~4Q ~ ~LZS_...fl.s1 5275.00 200.00 $1450.00 WENDELL B. STOCKDALE, SR., CO-EXECUTORS Uale~l: ~ C'~.:3 ~ _ 201[1 r.....~ •^/1 '.'~ !! N O n O I m z 0 m r sv G ` tD N N tD,~ w 0 ~- >c r ~ m~ i n ~~ m ~'i 70 ~ --~ ~~ y ', 0 ~, ~ -v~zi, ~~-~ ? ~~ 'Nlc~,o~..,~,s o z~, ' c~ ~ ~ , C7 ~ ,~, C ~ C7 0 ~~~ ~ a ~~I,~~ o~, ~,~oi ___ -' ', t!~ I'~ ~ ~_ _~ tTJ !~--- ~ _ _ j ~ to _ ~ ~ O C"~ __. - -- ~ i -~_ ~ cn ~ n~ ~ i~ i Z' --~1 C ~ S -.~~ ~o o m ~,m Z~ ~ ~ ~m ~ i~ r ~-~ ~~, --~ ~ Z ~ -o s ~, mI, o ~~ rn ~, j ?~' I~ Q ~ ~ y i ~~r ~- ~ ~~ ~ ~ ~ ~~ ~ ,~ ,Z n ,, ~~,~ ~I ~N ~'~~n 0 I ~'~ ~ ~ ~ I,~Im ~ ~~Z I z ~ ~ ~; I cn ~ ~ 1, I ~ i `~ ~ ~ i ~ ~ _-~ _~ ___~- ,_ i _~-__ ~ ~ i i j I ,i 1 I ~ ~ ~ ~ ~ ~~, ~ ~ i I ~~, `~ ~~ ~ ~'~ ~' N ~ ~ .,,~ ,,.,,, 4~~ tS~ CSC ~~NI d~ QoI ~,, N ~~,~ -0 ~~ m -J -_,. C3~ -_.. N O 0 ~~'080~.5 7~ ~:0 2 10000 2 1~:6 109600 24~~' r THIS CHECK )S VOID ITHOUT A MULTICOLORED BACKGROUND, MICROPRINT LINES IN THE BORDER, A TRUE WATERMARK, AND VISIBLE PLUS_LNYISIBLE FLUORESCENT F18EFS ~ _ ~ + 1 + ~'~ 14 1, ~: LISTENING IS JUST THE BEGINNING.'" ,.+w err ~:~~s~ti~R s ~- i ~~ ebrua 8,2010 CHECK DATE r~. Y, ____ -.~ r b,', . , ,~ f ; :, f PAY `~ _ - 155.11 / 100xxxxxxxxxxx~>:xx ': :3 ~ _ 1 I~~issue of L~%ividend C~iecks I; TO PURCHAS C O C ~~ ~.l ~ ,_,,~~, I THE Estate of Wendell ~ Stockdale Jr o~o~~R o~ 4 i~~k ~~ ..~~;d .,, ~ .. ~~aN~ '~I`~',I~y ,~N,p ;. ~, ~ I ~~ 1 ~ Ay~TFiQRI~~DSIGNATUFI~ ''~'~ I,t+" IGa ~ .~! ~ USf ATEJV7'5.187,7b553a0 X54 - ... .. :~ ~..~ Nr`r ,..") .~i fr, . ~~. ~~.._~..._.~.~_.._.w _.,._~ _._..__... _. __~. _..._ fir. •r,+ . ~;, •. ' 1 L 7 5 7 6 5~~' ~:0 3 L 30 L 4 2 2~: 00 90 000 9 1~~' .~ ~~ r\ ~ ~~7 ~ Devin Goldberg F Tedesco,-Anita [anita.tedesco ct Droche.com] eat: Monday, January 18, 2010 9:17 AM To: 'Devin Goldberg' Cc: Forte, MaryBeth {COMP~Nutley} Subject: Wendell Stockdale Jr Importance: High Good Monday Morning! 1Alendell Stockdale Jr. {039128) was a Region 2 September Road to Roy award recipient of $1500.00. Wendell is deceased. Please process his award to "The estate of Wendell Stockdale Jr.". You can mail the check to the address listed below. Any questions, please contact me. Anita Tedesco Compensation Hoffmann-La Roche, Inc. ~nita.tedesco@roche.com 'hone: 973-235-8765 ~ax: 973-235-27$0 :onfidentiaiity Note: This message is intended only for the use of the named recipient(s) and may contain confidential and/or privileged information. if you are not ~e intended recipient, please contact the sender and delete this message. Any unauthorized use of the information contained in this message is prohibited. he Estate of Wendell B. Stockdale, Jr. /o Wendell B. and .lane Stockdale, Executors 7 Deer Ford Drive jncaster, PA 17601 ~~D ~2 5 ~ l~ i p- ~ OHIO DIVISION OF UNCLAIMED FUNDS Claim Forn- 77 S. High Street, 20th Floor Columbus, OH 43215-6108 1-877-644-6823(OHIO-UCF) .. ~,.. - . Ted Strickland, Governor ~ ~;_ , ~ ~~ , :: 4•"` °'~ Kimberly A. Zurz, Director r. -- '~; - ~4 Failure to complete this Claim Form including the submission of required Personal ID and other documentation will result in '" °` ``~ your claim being returned to you. It may take up to 120 days before your claim is reviewed. ~ ~~ 6643425 ~ ~, ,. ~~ (~' ~~ _~ Claimant Name WENDELL STOCKDALE ~~- Home Phone Number 717371 7770 Are you the original owner of the funds? Yes L~~ No Did you use a Paid Professional Finder? Yes ~ No Claimant Information Claimant Address 47 DEER FORD DRIVE Alternative Contact Number ~c~ ~~~ `3 ~5 ~ If no, what is your relationship to the ownerT if so, Finders Name is? Claimant City/State/Zp LANCASTER PA, 17601 SSN# or FEIN optional) y~~_ ~~--fl `3 f ~ Reason for claiming funds in pl:~ce of owner Claimant's Date of Birth Props /Holder Information Property iD - 247685 (A) Original Owner's Name (B) Original Owners Address of Record STOCKDALE, WENDELL B, 7 R ~ 3230 ATLANTIC NE WARREN OH 44483 (C) Holder Reporting Funds (D) l.mst Transaction Date STATE OF IOWA ~ /~ f'C (E) Date Funds Received (F) Type of Funds Reported 2000 OTHER ACCOUNT BALANCES OWING (G) Certificate, Policy or Check Number (H) Amount Reported - ao~ : ~ Rc. ~sa.oa tnk sx ww bye wfrhheid by the Divisbn 97.14 ..~.... Owner ou must provide: • A clear copy of claimant's photo identification • Proof of your social security number {optional) • Proof that you lived or received mail at the address listed above in box "B" {or) • Proof or documentation that you had a business relationship with the company in box "C" Examples of proof include: • Drivers License • Birth, Death, Marriage or Stock Certificate • Original passbook or check; tax return or pay stub • School transcripts, Insurance Policy, Bank or Utility Statement ,~ .._.. ~~ Deceased Owner Warrant Date~-=~ili2~/2009 Vendor Number: Warrant No: 0011894765 Invoice Number Voucher ID Gross Amount Discount Taken Late Charge _Paid Amount 06643425 00195736 97.14 0.00 T 0.00 97.14 REFUND FOR CLAIM# 6643425 - ~~1 y~;~- ~/~ ` ~ ^ ` / A) '' ~~ ( ' J ~~~ \3 Total Total Total Total Warrant Number IJate Gross Amount Discounts Late Charges Paid Amount 0011894765 12/29/2009 $97.14 $0.00 $0.00 $97.14 Please issue the check in the name of Wendell B Stockdale Sr. Executor for the Estate of Wendell B. Stockdale, Jr Yours truly, Wendell B. Stockda~e,Sr. i~,n - ,Or(~ .~.. ..... ~e ~~ ~.~. ~~ ~s~ ~~ i~~ iO C ~~' ~ o Z ~.~ 2 ~..~ 0" ~~ Cry .e^ In O m~ Q °..' O .~...+ ~~ ~~ ~ ~s ~-' °'~ a °~ p ~.. ~ ~~ O ~~ Gl °1~ ~ ~~ ~~ ~~ .~ ~.~. ~- - ~.. .. ,., ATTACHMENT TO PENNSYLVANIA INHERITANCE TAX RETURN, FORM 1500 OF WENDELL B. STOCKDALE, JR., SCHEDULE E., ITEM 17. Note: The attached supporting documentation from the "ROCHE SAVINGS AND PAY DEFERRAL PLAN" dated May 27, 2010, reflects as the beneficiary of this account Laurie J. Stockdale, the former wife of the Taxpayer, from whom she was divorced, by Decree dated March 10, 2009, to OS -- 3963, 2009, Cumberland County Court. Pursuant to a Property Settlement And Separation Agreement between the parties dated January 19, 2009, and subsequent agreements and understandings, Laurie J. Stockdale released any claim to these employee benefits, and otherwise. However, the payor of these benefits, Roche, would not honor this release, and, pursuant to an agreement between the parties, paid these benefits to Laurie J. Stockdale, who then hats since paid these benefits over to the Estate, the lawful owner. The portion of benefits included in Schedule E., 17, $33,243.80, is the Taxpayer's contributions to the plan. The remaining benefits of the plan are not subject to Pennsylvania's Inheritance Tax. 1 F:\res\WP Client A-Z\STOCKDALE, JR., WENDELL B\supplement to pa 1500.docLast printed 6/8!2010 9:45:00 Alv1 Roche Roche Savings and Pay Deferral Plan Na4K 89528 LAURIE J STOCKDALE 2222 GtEIM COURT ENOLA, F'A 17025 Nlay 2;7, 2010 im octant uistribution Information Please verity your transaction for accuracy, and report any d~screpancres within 30 days. Discuss the taxability of this distribution with your tax advisor. Web: www.4C t k.ccm ~~, Phonc:l-8U0.2~9-4dt~ Hours: Weekdays 8:30 a.m. - AA.dnight ET Important Information on Reviewing This Distribution Statement ~~ The following is a summary of a death bene#it distribution processed from your account. Please keep this report until you receive a tax form in January of next year. Remember to keep your address up-to-date. Distribution Summary ~~ Below is your total account balance after your withdrawal. Please verify the information for accuracy, Beginning Balance $158,351.84 Less Withdrawal -158.351..84 Ending Balance $0.00 Tax Information ~~ Please verify the information for accuracy. Total Total Distribution $158.351.84 Return of After-Tax Contributions $33,243.80 Total Taxable Amaurn $125,108.04 Ordinary Income Amount $125,108.04 Check Information Please verify the actual information agrees with this. LAURIE J STOCKDALE Check Date: 05/27/2010 Gross Amount $1x8,351.84 2222 GLEIM COURT Check Number' 243391302 Federal Tax $Ei2.554.02 ENOLA, PA 17025 Net Amount $~#5.797.82 Ftc~yhty Invast~~~~ti5 FO Eox 544 Cmc~nn•~ti {Jtt 455(3-~d~-~ Wage 1 ~~t ~ Cont:dentiat intrtirrna.ton V i~ '~ETRO BANK 3801 Paxton Street Harrisburg • PA • 17111 mymetrobank.com 888.937.0004 December 21, 2009 Wix, Wenger & Weidner Attn: Denise B. Williamson 508 N. Front 2"d St. PO Box 845 Harrisburg PA 17108 RE: Estate of: Wendell B. Stockdate Jr. Tax Identification Number: 510-54-9318 Date of Death: October 29, 2009 To Whom It May Concern: This teller is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Time Deposit Account Number: 100864 Date Opened: 12/31/1998 Primary Owner: Wendell B. Stockdate Jr Date of Death Balance: 52722.03 Accrued Interest: S11.26 Principal Balance: $2710.77 ~~ ~~ ~ ~~~ ~ ~~, Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, Diana Reynolds Metro Bank Research Associate/Deposit Services ~ _. ~~ ~^ ~~ ~~ 7,~C) ry ~~'.,1,.~, _ ._ . RtT SRO BAN _ J~HDRAWALS Account # > ~~, ~ )(~. ~ Tran Code (See List) ~- ~, `-'~ !RA TYPE: ^ Traditional Roth _ ^ Education PROD. TYPE: ^ Add On ,Certificate ~ ~ c`,. Customer Signature ~r~ .~ _~~!~~ . ~~ ~--'.~~- %-..--.- ~::~.-~4. s. L Effective Date ~~ ~ ~ } 1 ~ Cash $ ~-r~, ~'x ~~~ - Partial Withdrawal (98} Early Redemption (92) Redemptio (9 )~ BECK ONE FROM BELOW ,Premature (I am under 59 1/2 years of .age)- CHECK.ONE FROM BELOW ~ .~~ Penalty From Balance ~ "I understand that this withdrawal must be subject to -tax and/or penalty as prescribed by the Normal (I am over 59 1/2 years of age) per! ~. ,~ Death (Must submit Death Certificate) -~' GX~'~ ~ , .,~, Penalty From Withdraw, t~,dgl ~ No Penalty ' Internal Revenue Code & Regulations Direct transfer out (Transfer Papers Required) .~ ! ____ Renewal to Account # ~`1 N ' ~ ~ " ~ ~ ~` ` tn. (~ Wlthhol.d Federal Income Taxes `~'D N t` Withh ld F d l I Education Savings Account Withdrawal ' ~ ~r ~~~; y ~~;~;,~~;;~, o o o era e ncome Taxes ,lam other ;~'r ~S~-C:t#~.. ,~f':.~ ~~;.'~c~~~E7°;t1~' 1:~~; ~1~ ~. ,5.., '~'~ ! "7i:~; ~~ z r n n V c ~ l ~ ~ ~~c ~~? /~E -7 STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED Charges are only for those items that you selected or that are required. If \ve are required by law or b~~ a rrmeter) or crematory to use any items, we will explain in writing below. If you selected a funeral that may require embalming, such as a funeral with viewing, you may have. to pati' for embalming. You donut have to pay for embalming you did not approve r ~~~u/~e cted r~ggements s has ~ re~ i r m'~iiate~f~ 1. If we charged for embalming, we will x lain by below. For the Service ~ ~' "~~~r~--G~~ ~~ / , s ~ ~._~ ,r_-.-' -.---~ Datyof Death ~ ~ r 2-f'v Charge to: Name A. CHARGE FOR SERVICES SELECTED: 1. PROFESSIONAL. SERVICF,S ~-~-~~~`~ Services of Funeral Director/Staff .... 5 g .... ............. F.mbalmin ~ =--f~-- Other preparation Df body Address Other clothing 4+ Cremation tern .................. I'z~-~-`- (Dcscription) +t/1~tICJ~ _ $_ _ ------ ----- ~ - ~~5~~' 'TOTAL MERCHANDISE SELECTED .................. B ~ ..... ~ ~ SC1B-'TOTAL OF PROFESSIONAL SERVICES ...... A 1 Z. FAC1l.1'C[F.S AND SERVICES l.ise of facilities and services for _.-~ L~ viewin isitation akej ....... .. ~ Ilse of faci tries and sen'ices for funeral ceremony .......... .. ~ ''"- l!se of facilities and services for ~ ~ ,~1emorial Service ............. ` .. ~ C-/~ lase of equipment and services r-. for graveside service .......... ... ~+ Other use of facilities ---r-~ l ~~ ~ SUB-TOTAL OF FACILITIES/EQUIPMENT .......... . A2 ~- 3. AliTO~'410TIVF. EQL`1PMFNT Vehicle to transfer remains to Funeral Hq Local ........................... ~ Hearse (Casket Coach j LDCaI ........................... ~ , Limousine Local .............. .......... ~ Family car Local ........................... S Flower car or t7oral disposition i,Deal ........................... ~ lead carlclergy car Local ........................... ~ Car for pallbearers Local ........................... Out of town transportation ......... b ~ `~~_~ .` L SUB-TOTAL OF AUTOMOTIVE EQUIPMENT....... . Ai ~ K"'~ TOTAL OF PROFESSIONAL SERVICES, FACILITIES AND AUTOMOTIVE ~ ~, EQUIPMENT ...................... ............ . A S B. CHARGE FOR MERCHANDISE SELECTED: Casket .......................... ~_ (Dcscrsptioo) Other Receptacle ................. ~ (Descriptitml Outer hurial container ............. ~ (Description) C. SPECIAL CHARGES: Forwarding of remains to (Funeral Home) Receiving of remains from S -- -_ - ~ _ (Funeral Home) [mmediate Burial ................. ~ _ Direct C;rrmation , .~!v~ +`~!'-~t~-. 5 ~'~'t SLIB-TOTAL OF SPECIAL CHARGES .. ....... C ~ D. CASH ADVANCED Cemetery I;quipmcnt .... ... .. ~._ l,Dt and Deed ............... ~ __ ~~~ Newspaper Notices-Local ....... .. ~_ ~ Newspaper Notices-C)ut-of-town ... . ~: ~ ~~' 'I'clephonr ~` Telegrams .......... . 5_ ;lirfare ...... . ~_~ ClergylMass t)ffering ........ .... . S_~_`3` Pallbe arm .. ..... .. ... . ~ __ Certified (:opies of the !)each,. ~p ~ ~ I~O ~2 Certificate .......L~. . ~..... . . ~ Pulicr Iacort ............ ~__ Flowers .... ........... . S ~7 ~• SSA Vault Scrvice~Charge ............. ~ . ~ __~~ ~ ~,~ r _~_~ L~ , ~ ~ ---- ~ -- - -- - ` --- S SIiB-T'O'TAL OF ADS ANCES ........ ..... D $__ __ ~ ~'e charge you for our services in obtaining: ("specfJy' cash aclr.~il~~ces that circa mur .d-uj~) - -~ - SUMMARY OF CHARGES A . Professional Services, Facilities and FgUlpillent, an(1 ,'lutc)mDti\'C' I:quipnu•nt .... ..... ~ ~--~ B . Merchandise ~,~ ~~ ! ~ .......... ~ „~V~.,,S `'`v'' ~ C . S serial Char~~es ....... D. (;ash Advarrces ................... ~, '~ /• S~C-- ~~ ,b~ TOTAL OF ALL SECTIONS ......... f+ ~~ , `~ \~~ PAID AT 'TIMF. OF OR PRIOR TO „_ e~ "'. Acknowledgement cards ...... ..... ~ Register book(sj ............. ..... ~ 1lcmory folders ...... . Prayer cards 8 "fi~mnnrar\~ t~ra~•r• mnrkr~r S ARRANGEMENTS .... ......... ~ BALANCF, DLIE .................................. ~~21~ f'8 . ..._ REASON FOR F.MBALMI(VG,~~ , „ _ if any la\\~, crmeter\~, or crematory requirements have required the purchase of an}~ Df the items listed abo\•e the la\v or requirement is explained below. :~~aic ~U°~- ,, ~ ~~ r~ ~(~~ I~ rc~~i b t ~. titrwart f-lard\~. I'11.D. ~i N ll)I: I':\S 1 ~)IZ John F1. Brock, f~~1.[)iv. Janaury 14, 2010 Mr. & Mrs. Wendell Stockdale, Sr. 47 Deer Ford Dr. Lancaster, PA 17601 t ~~~~~ \ n / ~. ~~ Evangelical Lutheran Church INVUIC;E Charges for the Wendell Stockdale, Jr. Funeral Meal: Total cost of meal Total amount due ~~ $823.92 $823.92 Nance R Easton. M.Div ~aSSlti-i.\N I I'AS-TY)R. l; uy S. Edmiston. ) r., D.ll. fit. l'I'l)Rf I':\ti"fl)R IN RE:~II?( NCI If you have any questions about this invoice, please feel free to call. me at the church. Thank you, ~~~ Paul Hensel Financial & Property Administrator ,~ 2000 Chesnut Street, Camp Hill, Pennsylvania 17011 rlioNr_ 717.737.8635 r.~x 717.730.9297 r_-rva:\u trinluthC~?trinitycamphill.org • ~n~r~srrr: www.trinitycamphill.org RCS Page 1 7/6/2010 D E F G 377 PA 1500 WENDELL B. STOCKDALE JR. 78 _ SCHEDULE H, ITEM 13 -- - - 79 _ MAINTENANCE ETC - - _--- __ ----- -- -1- --- _ __ _- --- -- ---- - - - - amount __ -- -------- atural lawns & landscape _ _ -___ ___- - - --- . $326.60 381 Walter's environmental -- _ _ - _ _ _ _ _ - -- - - - - -- - -- --- { $209 00 82 _ ____ - -- - -- ---- -- - t Verizon& auction ex -- - - - -- - -- --- - - . _- -- -- --- $10!x.98 383 ~ Americagas_- - --- -- __ - - _-_ -- - __ -- ---- - - -- _ _ -- ~ - , $13!x.62 4 Penn Waste + carpet _ _ __- __- -- - __ ~ $631 49 385 P. P and L. -- _ - -- - -- -- --__ _ $1 87'T 07 ____-_ 386 i Pennsylvania water company - _--- ----- -$245 03 - -- _ __ duty's Locksmith& storage shed - -- _-- _ _ - _ - . $22'1 36 388 f Comcast _ __ __ __ ~- __ -_ - - - -- -- -- - - -- -- - - -- ----- $415.71 389 Chase Interest post death ~ _ - _ - ----- _- -__ __ - -- ----- ---- $5,62'1.83 390 Allstate ins --_ - -- I -_ _ - - _- -- ---- $423.40 391 Dillsburg_septic & shutters j _ - - ~ - -- -- - - -t _ ----- -- _--- --- --- ----- $650.00 392 H. McClure ~ fi - - $349 26 - - _ ~ -_ - -_ _ -- -- i - - -- - - -- 393 Debra Baseshore tax colt ~ $2,368.09 - - - --- --t __ -- -- - - -- - - -------------- ebra Baseshore tax colt also 4/5/10 1 $1 6711 97 __ -_ __- -- _ - -- - - _ -- -- -- I _ - --- immerman painter etc $4211.20 ___ --- - --- --- - 396 _ --- -- - - - - _ -- ~---- Home Depot & Misc $1,20,x.21 - _ _ ,- - - ~ --- 397 _. - - - -_ _ - _.------- fi CHASE TAX AND FEES ~ $2,614.89 -- a - _ _ __ ---- ---- - 398 - - __ -- -- -- total ~ - ---- - -- - :-~~ -1 ``~ a~ ~ ~ ~~ F:\res\WP Client A-Z\STOCE, JR., WENDELL B\aa every assE~t3 account.xls O r O N CO a~ rn m a U I i I i ~ I ~ ` ~f ~ ~ i i ~ j I i C~ ~ ~~ ~ ~ I i ! i ~ i i N ~ I I j ~ ~ N ~ i ~ I ~ ~, j a i I ~~ I i ~ ~ i ~ I I N ~ I ~ I ~ + ~_- a _ ~ - - ~ } ~ I - + ~__ I - ~_ - ~ - -- I-- __~ ~ i __ ~ ~'' i ~ i I 1 I ~! ':~ CO ~ ~ ti CO ~ N I ~ I O I~ N ~ ~M~ I ~ , N M GO IIM 07 00 et O i0 000f`~ CO~ ~ ~~ M ~ i N~ ~I ~~ d' ~' ~ M M M M M i I ~ ~p ' '~ (O 1~ I Q I ~ I ! i ~~~ ~ ~ ~~ ~I i I I ~ ~ I ~~ . I ~ ~ r' to ~ ~~ 6F3 ~ N Ef3 ~ EA M ~ C ~~ I ~ ~ i ~ II I i 1 ~ ~ I i ~ ' I ~ ', m ~ I ~ ! a I, ~ i I ~~ ~ ~ I ~ , I ~ ~, =I ~ ~ 4 , ~, i i I a~ I -- _ ~ ~ w ' ~ o , I ~ ~ ~ o I , ~ -J J I ~ ~ ~ I I Q ~ II ' Q w ~ . ~ ' ~ ' f~ ' , Y Ji ', I UO ! ~- ~'~ ! III , F.Z ~, I ~ 1 _{ ~ ~ ~ (~ '. Z owlQ ~ m w ~ 'J f OC ~ ~Qa. I I Z I ~ I F.- ~~ ~ V Z O IowQ ~ I J m Q ~ w ,a Z I ~ _ ~~ ~ I ~ ol ~ ; -~ H o '~'O N ~ Z~ ' ~r~ ~ ~~,~'M~r- r-',~ o ~h~~~t'~~ ~f ~~ MN n d'!~ d' e-r- r-~ ~ O O OHO O O O aO~~M q~ ~ i t ~ !N'00!~ I~-f~~l` m ~ (~ f~l~ ! r- e- ~~ e- ~ e-!~ d' ~, N O ~" N N N M ~ I I ~ ~ 01 00 00 00 Q J~~ ~Otni~~~i~ ' I N N N 00 00 00 ~~rr- CO COIOOCflOtiOd^tC ~ r 0~~~ r-~ N Ir r r ~ -l r-!~ J ~ 000 r ~ W ~' ~ r I O ~, iA ff? 69 V~ i ~ r e 6F? EA ' 6g ~ ~ bF} ~ ff} Ef} 169' ~ 69 ' EA to ~ Z Z ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ I I W~~ ~ ~ ~I i ~i~I I i ~ ~ i i I I i , i O I a ~ i I C~ ' I ~ ~ !I 'i II I ~ ~ I ~ I ~ . ~iZ_I i I , ~ I ~ ' I I i , i ~ !~ Q I a_~o - -~ ~- I C- -~ -~~__ ~ ~ I ,I - 1- ~ #- - -~ -~ ~ ;- ~ -I- --fi ~ ~---~-~ ~ ~ O o ~ ~~~ ~ ~~~ ~ ~ ~~ o ~ j - ~~ ~~ ~ Q o a' ~, ~~ ~a' wl,Mll a, cl ' I I I ~~ ~ j i ~ ~ ~ ~ j ~ ~ -~ i I ~I z ~w; c' ~ I W = f ~ iz ~ U ,p, ~ a~~ z ~ !~I~~! JIJ ~ ~ ~ , o ~ ~ ~ ~~~~ ~ I ~ ~~ D I i I~iC> LZZZZI~ ' ~ ~ ~ ~ N I % ~ ',>, ~ I ~~~wX ~ W Q ~ I ! Q I ~ IzI~ a,',,a a a ~~ - . I - --- - -r -- - I ~ ~ ~ - J J F- ~ N-- _ -- ~ ~ aF- a~ ~ --~- --- - - ~- + I- - - r - - oZS ' '' ! j i ~ ~ ~ , ~ ~ ~I I m , 'U C H I ~, ', J W Q ~ ~ ~, ~ ~ ~ ~ ~ ; ~ ~ i I ~~ I, ~ ~ ~~ ~ m~~ I ~ ' Ito I W ,~ ~ (!~ ~' xx i w~0 ~Q ~ ! ~ - i I ca ~ j 1 ~ I ~ '~ O ~~ Q W J ~ J,F- . O ~' O_ d' ~_ st' N_ 'd' M_ ~ '~ ~_ ~ ~ CO I~ GO ~ ~ ~t O O r" N M ~ tI') CO i`~ 00 O O ~ ~ d' ~ ~ ~ ~ dN' ~ ~ '~t' d' ~ ~t N d' M ~' '~ ~ X .~: C O U U fQ M N N N (~ N N (~ N i m J J W W J U N Q N a ~"7 '~ ,~ --~ ~ ,'' ~' . ..-- ~,--------------- _ 3088_ age i o MORTGAGE LOAN STATEMEIVT ,,, _ ' Loan Number: 1891333230 C ~"~ .. 5 ~ , Statement Date: 11!02!09 _ ,,..r= '' Payment Due Date: 11/01/09 Customer Care Phone: 1-800-848-9136 Property Address: 22 Field Stone Dr PA i1705~ Mechanicsburg --"''~~~'~"~. Please send payments only to: PO BOX 78420 , '' ~ TDD d PHOENIX, AZ 85062-8420 1-800-582-0542 Loan Information: ~ Balances: \ ( ): Hearing Impaire '~ 51 ? 052 10 Principal Balance ,~ . , Escrow Balance $956.77 _ #BWNJCCL ' payment Factors: "'~ #3136801896766116# Interest Rate 5.37500% ~~ ~~III~~~~I~I~IIu~~~~ll I~I I l~~~l~~l~l~l~l~~~l~l~~l~ll~~l~i Principal & Interest Escrow Payment $1,187.14 ~--"" a $434.70 .° ~ ~~~ Optional Products .... $0-~ ° 30885 MSD Z 30609 L - BRE OAP WENDELL B STOCKDALE Past Due Payment $0-~ -----°' 22 FIELD STONE DR MECHANICSBURG PA 17050-17 ~ Unpaid Late Charges Miscellaneous Fees $0.~ ----~ ~-~~ Total Payment 51,621.$4 ~ ~ Year-to-Date: - -- l Interest ~.. $7,753.40 -. Taxes $2,897.51 ~_ Principal $i ,947.49 \~ , ~± Sign up for Chase Automatic Payments. Your month! mortgage payment can be automatically deducted from your checking or savings account. You'll save time and money with convenient payments that require no checks, no mail, and no postage -and it's FREE! To enroll visit chase.com or call the number in the upper left hand corner of your statement. ~ /~ ~~ ~ ~ Activity Since Your Last Statement TRANSACTION TRANSACTION TOTAL OPTIONAL MISCELLANEOUS DESCRIPTION DATE RECEIVED PRINCIPAL INTEREST ESCROW PRODUCTS OR FEES MORTGAGE INSURANCE 10/17/09 ($104.23) Important Messages About Your Account Please designate how you want to apply any additional funds. When sent with this coupon, undesignated funds first pay outstanding late charges and fees, then principal, provided your loan is current. Undesignated funds sent without this coupon may be placed in suspense rather than applied to your {oan as principal until Chase determines how you want to apply those funds. Once paid, additional iurrds carnal ire returnee. Y" If yuu receive or expect to receive an insurance settlement check for damages to your home, please access wwvv.mylossdraft.com for information on the claim process. When prompted, enter the PIN Number CH001 to access the Web site. You rriay also call the Loss Draft Department ai 1-866-742-1461 from 8 a.m. to 8 p.m., Eastern Time, with any additional questions. ATTENTION PENNSYLVANIA HOMEOWNERS: As you are aware, many taxing authorities in your state will only provide the original current tax bill to you. If you have a tax agency installment due in the near future, you should have recently received a letter requesting that you provide the original current tax biN to Chase for payment. Please forward this bill as soon as possible to ensure pro,~mp~t payment. ._ ._ When sending your payment, please be sure the Chase address, on the attached payment stub, appears in the v~rindow of the enclosed envelope or make your payments online with ease, convenience and security. Simply visit www.chase.com/chaseonline to pay bills, check the status of your accounts, review your loan balances and contact us via secure a-mail. Please refer to the back of this statement for important information about your account. _~--/.~' Please detach and return the bottom portion of this statement with your payment using the enclosed envelope Mortgage Amortization j Loan_principal amount _ . _ ___ ; $214 297.69 ;Annual interest rate _ ; S 375% f . ;Loan period in.years _ __.... _m_ _ . _ ! 30_. _ ' 'Base year of loan _ _ X2009 __ Base month of loan _ , ~;sept___..._..._.._.; 'Annual loan..payments „_ ------ _„ __ _ _ _, ~~14~~45 68 I ~Monthly ~a~ments___.M_.~._ .__.. `~1,~18714 ~ - ;Interest ~n first calendar year __ f l iInte t t __ _ _ ~ ,~3 7b1,23_ _. 17 072 71 over erm_o res aan S __ _ w,$`2 , . _ 1.._ 4 um_of al! pa~rments __ __ ... _______.. ,427 370. ---_____..__..__.~._._ .r......~.._....... . . r ~Q.._......._..e... ~. 21Q~2,~,7.69 _`,~1 iy 8,_7. 14, ~ ~ : 245.1;8 ~ ,,,... ,.~,T 94`1.96 ~_ _. ...w. 245'.18 ~ _ 91.96 ~. 2,,;,10 052,..51- f_~~.W__ Oct ._ _ $~2 1.0 052,.51,. __._~1187.~14_ .~ .,.._~$.245:28 . _,. _.$944.86.. ~ _:.._. 491.46 $1,882 82. ~ ~ _.~.~09. 8.,06.23.. Nov ~, _. --_--__-. .~ _ ~~~~~ ~~ ~~~ 209 806.23 $1,187.14 _ _ ~ ~ 9 247 38 ..-..... .r. $ ~ ,939.75 ~ __ ~~~ _ .,.$738.84 2,822 58_ ~~ ~ ~$ ~~~209,558~85 1 sec ~~Jan- _ ~ 2010 ~-~ 1 187.14 2 558:85.. ~20.,9~310:36_~ ,_~1187.1~_ 49 + _ _$z49~__~. ~~ 938.65' . ~937~,54' 987.33 1236.93 3 7 123 . 4698.7__ $060 76 ~ ~.._.___~.~~.~bw~_...~...._~_ ~.....~ Mar _ w._.~.~ AQr .. . - ~ .~ _ . .:..-w_ ` . ~ ~209.06Q~76 .i ,_„~1~187 ry14 _,~~ .208 810.04., { ~,~~~14,,~~~ ,,~ _ ~1,187 ~14~~ ~ 08 558.19_ _~._ ,_ ~7.2_~__ :....$251_:_85 -~_. _ ~252.9~ ~ . ~ _, ;~9 6.42 _ _ .~..w 935.29. --- 934:1:.? _._ X487.65 -~1 739 50 ~ ..~ 992,, 7 _ ~$5 635.19, ; $6.5.70.48 _~7 504.65 _ 208 810.04 ' .~M~?;08 5 22 :_ ,:._$,,.2..0..8 305 ___ ~ _ .. .. . _ .. __...W Ntax ~..~. _.__..~....._. ~ t ~]un _ . , _ _Q,,^ $1 18714 .~ $2 8~_ i 1 187.14 208 051 11 ~ $~E ~ - _ ~ _~... $254.11 !_ ;$255 24 X933.03 _. _ ..__.....,~ $931 90~ $,246.58 ~. ..~,.--- 2 501:82 ~.~,:$.8~.4 8 : ~9 369.58. . ' .,...~2;~ X051.11 W.f :$„207 795 87: ~ " ~_.~, ~__ _..~.,_ 5lul ._~, _,,. ' _ ~ , ~ , ,~ ~ ... , w... . ~ _~,_ . ' $207,795 87 ~ $1G187,14 _ _, _~ 256 39 _: ~.~.:. _ $930 75 ~.. ~~ $2 758.21 ~ _....,:. $10300 33 _ .~--. _ _ ,_,, „,,, ,._$207 9 8~~ ;___._~_ ~A~9_~.u __~:_ _.._~_~l_ $207,539.48 ~___ _$I187.14LLt ._ _ . $257.54 ;~ ,_LL$929, 60 ~, _ .$3,015:75__ ~$11~229 93__x : ,;x$207,281.94 :~ •. •. ~ • "2010 ~ ~ 209 3T~6 X14 245.68: ~ 8 9~ _ ~ 07 ~ .~ . ' 2 228.80 - -$ 89 ~ ~ ~~ .,,_$14,2 45.68 2011 20 06 12012 ~0~34.~, $14 245.68 1 14 $ ; 7 ,_ 11 0 ]3 3_,,~38w55 _~$331L46 !$10,934.22 391 1 751 77 ~ 5367.35 __._;~8,678~82 12 72 7 ~ 20,4 9,30. „ 34 27 872. „~, ____,$38~$Ob.78 $201~618.87~ 56 198 124 49 97 5 ,245.6 2013 ,~ _ $201 6 8~,8 ~~~ 45.68 : ~ 3 49 __ $ . ~, 0, $3,686 ;40 10 55 .28 , 2. 1 15 859.12 __$ . ; 58„ _$ , , 84 57 ~60 ~117. 194 438 _ ~ __ ~ .~ .~ ~ .. 201.5 _~. $1 4 438.57 _ $14 245.68_ 07 14'2456~ 2016 ~ 190 549 _„ _ $3 88950 $10 356.18. ~.. .~. _ ..~.. ~ 4 103 .79 10 141 89 ,,_$19'748.62 ~.. - $23 852.41 _ _ ,,, ~,, ~ 474.0 ~ :$1.,90` 549.07 _,$70 ~, ~~ 80`615.9~L 186445 28 . 2_017 __ 186 44 ~28 _ 14 24~:68~ _ $ $ 2018. _.. 182115.40~~ .$14245:68 ~ . . ~~~"~ ^~ 4'329.88 ~ 9.1:5.80 ~,,_~4,568 43 :~_, 9 677:25 ~, ' ' ~ ~ 28182:29 X750.72 _ . ; 71 182 11 .40 ~ 9 31: $100208,._96 177 546 97;! ' __6.973 x$14 245:68 2019 __. 17~ _ 7~5 2020 ~_,~172 226.84 $14,24568 4 ~ ~ 4 82013,~~ 9 425 55 ,$5,085.69 „~~,9 15 .99 879 80 " ~°~~37 570:85 _,;42 6,~, 56 54 4 42 - 8 02 :51 ~172,,,~,726:84 109 634 11:8 794~50~_$167 641;1 iZ7 162 275 674 30 $16.~b4, 1 15~ T$1~4 ,2 5 68 021 ~ ,~$5 365 88 X8, . $., , 2 27 ~, ~ ~,,$ X2022 ~_ $162 275, 27~__~$14,245 68 ~_ .,_$5,661.51 j_ `x_$8,584.17 , .~.$53,683.92 ~„$136258~48,i_„_$156,613.77; ~,~;-.3 CHASE ~i Customer Care Phone: 1-800-848-9136 Please send payments only to: PO BOX 78420 PHOENIX, AZ 85062-8420 Hearing Impaired (TDD): 1-800-582-0542 #BWNJCCL #3136801896766116# ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ a ~~~~~~~~~~~~~~~~~i~~~~u ~~~ 30885 MSD Z 30609 L - BRE QAP WENDELL B STOCKDALE 22 FIELD STONE DR MECHANICSBURG PA 17050-17 5,,~ ~, 30885 Page 1 of 2 MORTGAGE LOAN STATENIENT Loan Number: 1891333230 Statement Date: 11/02/09 Payment Due Date: 11!01/09 ~- Property Address:. 22 Field Stone Dr Mechanicsburg, PA 17050 Loan Information: ~- ~ ~ Balances: ; '~ Principal Balance 210,052.51 Escrow Balance Payment Factors: '~ Interest Rate 5.37500% t - Principal & interest $1,187.14 Escrow Payment $434.70 Optional Products $0.00 ,~_ Past Due Payment $0.00 "'-"`~ Unpaid Late Charges $0.00 ~= ; "~' Miscellaneous Fees ,~------$0-A0~ Total Payment 51,621.84 ~~ ~ Year-to-Date: ~ ~ ~.. " ~~^^ Interest $7,753.40 l~ Taxes $2,897.51 ..~ ~ Principal $1,947.49 ----- _ +~ 'S Sign up for Chase Automatic Payments. Your monthly mortgage payment can be automatically deducted from your checking or savings account. You'll save time and money with convenient payments that require no checks, no mail, and no postage -and it's FREE! To enroll visit chase.com or calf the number in the upper left hand corner of your statement. ti ~ ~ I~ C~-~~J b ~ ~-~- ~ ~ ~~ ~~_ ~~~ Activity Since Your Last Statement TRANSACTION TRANSACTION TOTAL OiPTIONAL MISCELLANEOUS DESCRIPTION DATE RECEIVED PRINCIPAL INTEREST ESCROW PF~ODUCTS OR FEES MORTGAGE INSURANCE 10/17/09 ($104.23) Important Messages About Your Account Please designate how you want to apply any additional funds. When sent with this coupon, undesignated funds first pay outstanding late charges and fees, then principal, provided your loan is current. Undesignated funds sent without this coupon may be placed in suspense rather than applied to your loan as principal until Chase determines how you want to apply those funds. Once paid, additional iunds car,nat ire reiurne~~. If you receive or expect to receive an insurance settlement check for damages to your home, please access www.mylossdraft.com for information on the claim process. When prompted, enter the PIN Number CH001 to access the Web site. You may also call the Loss Draft Department at 1-866-742-1461 from 8 a.m. to 8 p.m., Eastern Time, with any additional questions. ATI~ENTION PENNSYLVANIA HOMEOWNERS: As you are aware, many taxing authorities in your state will only provide the original current tax bill to you. If you have a tax agency installment due in the near future, you should have recently received a letter requesting that you provide the original current tax bill to Chase for payment. Please forward this bill as soon as possible to ensure prompt payment. When sending your payment, please be sure the Chase address, on the attached payment stub, appears in the window of the enclosed envelope or make your payments online with ease, convenience and security. Simply visit www.chase.com/chaseontine to pay bills, check the status of your accounts, review your loan balances and contact us via secure a-mail. Please refer to the back of this statement for important information about your account. .t !w• ~ f ` f a`