HomeMy WebLinkAbout10-14-101505610143
REV-1500 Ex (a,-,o,
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania county code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
Po Box.2soso~ INHERITANCE TAX RETURN 21 10 0184
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
210 42 1163 02 05 2010
Decedent's Last Name
OHRUM
{If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Spouse's Social Security Number
Date of Birth
09 24 1955
Suffix Decedent's First Name MI
RICKY L
Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE VvITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return
4. Limited Estate ~ 4a. Future Interest Compromise
(date of death after 12-12-82)
ti Decedent Died Testate
(Attach Copy of Will) ~ ~• (Attach Co a~of T~usd a Living Trust
PY )
9. Litigation Proceeds Received ~ 10. Spousal Povertyy Creditl(date of death
between 12-31 ~J1 and -1-95)
3. Remainder Return (date of death
11.Election to tax under Sec. 9113(A)
(Attach Sch. O)
prior to 12-13-82)
5. Federal Estate Tax Return Required
1 8. Total Number of Safe Deposit Boxes
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
WM D SCHRACK III 717 432 9733
r~..,,
First line of address
124 W HARRISBURG STREET
Second tine of address
City or Post Office
DILLSBURG
State ZIP Code
PA 17019
Correspondent's a-mail address: Schracklaw@comcast.net
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON ESPONSIBLE F FILIN RN DATE
William E, Ohrum ~ { => ~"~ ~~
ADDRESS
126 W. Harrisbur Street Dillsbur PA 17019
SIGNATURE OF PREP R 0 ER FiAN PRE NTATIVE DATE
~~ Wm. D. Schrack III ~~ _. //~ ,. / ~
ADDRESS
124 W. Harrisburg St., Dlllsburg, PA 17019
Side 1
1505610143
.._ a
c. ~ ; ~~°>
REGISTER OR~Ii~~.S USE QN{_Y
,.
.,
i^^ ~ .
DATE FIILED
15D5610143 J
J
REV-1500 EX
Decedent's Name: Qhrum, Ricky L.
Decedent's Social Security Number
210 42 1163
RECAPITULATION
1.
Real Estate (Schedule A) .......................................................................................
1. :150,000.00
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4.
5• Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ............... 5.
80,564.18
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers 8~ Miscellaneous fin; Probate Property
(Schedule G) u Separate Billing Requested............ 7.
8. Total Gross Assets (total Lines 1-7) ..................................................................... g, 2 3 0 , 5 6 4.18
9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9.
13,692.24
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10.
32,368.61
11. Total Deductions (total Lines 9 8 10) ................................................................... 11 4 6 , 0 60.8 5
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12.
:184,503.33
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............................................... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14.
:184,503.33
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 18 4 5 0 3 . 3 3
~ 1 s.
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18.
19. Tax Due ................................................. ................................................................ . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243
1505610243
0.00
8,302.65
0.00
0.00
8,302.65
a
J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-10-0184
DECEDENT'S NAME
Ohrum, Ricky L.
STREET ADDRESS
101 Pearl Drive
CITY
Carlisle STATE
PA i_IP
17013
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
14,000.00
415.13
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Total Credits (A + B)
Make Check Payable to REGISTER OF WILLS, AGENT.
8,302.65
(:?) 14,415.13
(3)
(4) 6,112.48
(•~)
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 :.................................. ^ ^x
c. retain a reversionary interest; or ............................................................................................................... ^ ^x
d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .................................................................................................................... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.....,. ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................................. ^x ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT A,S PART OF THE RETURN.
~_
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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)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 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)].
. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)].
. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1502 EX+(11-08)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ohrum,_Ricky L.
FILE NUMBER
21-10-0184
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.
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-150() Schedule A (Rev. 11-08)
(It more space is needed, additional pages of the same size)
Rev-1508 EX+ (g-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Ohrum, Ricky L. 21-10-0184
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 ING Direct -Account #72536146 9,498.35
2 M & T Bank -checking account #9849328803 1,398.18
3 M & T Bank -savings account #15004218195532 11,007.36
4 M & T Bank -savings account #15004220249210
5 Thrivent Investment Management, Inc. -Account #TY4-020346
6 1990 Ford Taurus
7 1998 Volvo S70
2,206.11
55,454.18
500.00
500.00
TOTAL (Also enter on Line 5, Recapitulation) I 80,564.18
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
REV-1151 EX+ (10-06)
SCHEDULE H
,-
COMM~NWRR~E~ALT OF//~~P((ENN YLVANIA FUNERAL EXPENSES &
IN RESIDEN~EDECEDEN~RN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Ohrum, Ricky L. 21-10-0184
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
N M ER
A, FUNERAL EXPENSES:
See continuation schedule(s) attached ~ 3,001.18
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Yearfsl Commission paid
2. Attorney's Fees Wm. D. Schrack III 5,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Tara Megan (Ohrum) Salisbury
Street Address 101 Pearl Drive
city Carlisle state PA zip 17013
Relationship of Claimant to Decedent Daughter
4. Probate Fees 443.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 1,247.56
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 13,692.24
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Ohrum, Ricky L. 21-10-0184
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Ex enses
1 Auer Cremation Services of Pennsylvania, Inc. 2,465.62
2 Carlisle Christian Fellowship -luncheon for Memorial Service 250.00
3 Flowers for Memorial Service 135.56
4 Pastor Hulsey -conducting Memorial Service 150.00
H-A 3,001.18
5 Other Administrative Costs
Carlisle Evening Sentinel -estate advertisement
199.56
6 Clerk of Orphans' Court -Release filing fee 20.00
7 Cumberland Law Journal -estate advertisement 75.00
8 Mark Heckman Real Estate Appraisers -real estate appraisal fee 350.00
9 Miscellaneous expenses during period of administration (postage, faxes, copies, etc.) 25.00
10 Recorder of Deeds -Deed and Affidavit of Value recording fee 63.00
11 Register of Wills -Inheritance Tax Return filing fee 15.00
12 Reserve for future administrative expense 500.00
H-B7 1,247.56
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 EX+ (12-08)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ohrum, Rick L. 21-10-0184
Report debts incun'ed by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
(If more space is needed, additional pages of the same size)
REV-1513 EX+ (11-08)
,~
COM INHE~TAN~E~T~ RN~T~RN ANIA
RE ID N DE ED N
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
vnrum, rucK L. ~ 21-10-0' 184
NAME AND ADDRESS OF RELATIONSHIP TO
SHARE OF ESTATE
AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 a 1.2
Tristan D. Kauffman Ohrum Child 50% of residuary
101 Pearl Drive estate
Carlisle, PA 17013
Tara Megan (Ohrum) Salisbury Child 101 Pearl Drive,
101 Pearl Drive Carlisle, PA and
Carlisle, PA 17013 50% of residuary
estate
Total
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 150 0 cover sheet, as a r o riate.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
REV-485 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
SAFE DEPOSIT BOX ~~
INVENTORY
Pease Print or Type
nni iST RF C:nMP1 FTFn E3Y REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE: NUMBER
21 21-10-0184 210-42-1163
DECEDENT'S NAME (LAST, FIRST, MIDDLE) DATE OF DEATH
OI-II~M, RICKY L . Februar 5 , 2 010
ADDRESS OF DECEDENT (STREET) (CITY) (STA"f E) (ZIP CODE)
101 Pearl Drive Carlisle PA 17013
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
Wm. D. Schrack, III, Esquire
(STREET NAME) (CITY) (STATE) (ZIP CODE)
P O Box 310 Dillsburg PA 17019-0310
NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAME) (RELATIONSHIP)
(STREET NAME) (CITY) (STATE) (ZIP CODE)
b. (P.AME)
I (RELATIOt~1SHIP)
I
c. (NAME) (RELATIONSHIP)
(STREET NAME) (CITY) (STATE) (ZIP CODE)
' NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
M & T Bank
(STREET NAME) (CITY) (STATE} (ZIP CODE)
6560 Carlisle Pike, Sui#e 500 Mechanicsburg PA 17050
1 NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY
Ric L. Ohrun 5/11/2002 10:,00 AM
DATE OF CONTRACT TO RENT EtOX NUMBER OF 80X ~ TITLE UNDER WHICH BOX IS REQUESTED
11 29 1985 148 Ric L. Ohr~n
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAME) b. (NAME)
OhrtBn -- -
Ric L
.
(STREET ADDRESS} (STREET ADDRESS)
101 Pearl Drive
(CITY) (STATE) (ZIP CODE) (CITY) (STATE) (ZIP CODE)
Carlisle PA 17013
NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY
N/A
WAS A WILL IN THE SOX? [] YES [~ NO If yes, a. Date of will:
b. Name and address of personal representative, if named in the will
(NAME)
(STREET NAME) (CITY) (STATE) (ZIP CODE)
c. Name and address of attorney, if any
(NAME)
(STREET NAME) (CITY) (STATE} (Z{P CODE}
~~, ~ ~ ~ Page of
~~STRIJ.CTI~NS
(1) Cash: Report total only.
(2) Stocks: List in detail every common ar 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 aplaearing in book,
name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, IUlortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully
as possible.
(8) All other contents.
ITEM
NO. ITEM DESCRIPTION
1 Ori final birth certificate for decedent's da hter Tara Ohrun
Nothi of economic value
1 CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD iS
wLEDGE AND BELIEF.
CORRECT AND COMPLETE 70 THE BEST OF MY KNO PERSON RECEIVING COPY OF
S,4FE DEPOSI BOX INVENTO
SIGNATURE _ SIGNATURE
PRINT NAME
Wln. D. Schrack III PRINT NAME AND CHECK APPROPRIATE BO BELOW:
~~ tl ~ GtIK~ ~ U ~
PRINT TITLE
Attorney for Estate DATE
410 7 / 2 010 CHECK APPROPRIATE BOX:
®Executor(~ ~ Administrator(trix)
Estate Representative ~ Joint owner of safe deposit box
NOTE: Attach additional 8'Iz" x 11" sheet(s) if necessary or use duplicates of this page of form.
COPY
LAST WILL
OF
RICKY L. OHRITM
I, RICKY L. OHRITM, of Carlisle, Cumberland County, Pennsylvania, declare this to be
my last Will, hereby revoking any and all prior Wills and Codicils.
ITEM I: I direct that my funeral be conducted in a manner suitable to my station in
life and in accordance with wishes expressed to my immediate family, and that the Cremation
Society of Pennsylvania supervise the disposition of my remains and use of the burial plot for which
I have made prior arrangements.
ITEM II: I give, bequeath and devise my tract of real property situate at 101 Pearl
Drive, North Middleton Township, Cumberland County, Pennsylvania (post office address:
Carlisle, PA 17013), which is improved with asingle-family residence, together with the: insurances
thereon ~.nd the "oi 1 fund" maintained for that property, unto my daughter, Tara T`~eQ;an ~hr<am.
Any Pennsylvania inheritance tax assessed on this asset shall be paid by Tara with her own funds,
and not by payment from my residuary estate.
ITEM III: I give, bequeath and devise ail file rest, residue and remainder of~ my estate,
of whatever nature and wherever situate, unto my said daughter, Tara Megan Ohrum, and my son,
Tristan Daniel Kauffman Ohrum, in equal shares.
ITEM IV: In addition to such other powers and duties as may be granted elsewhere
herein or which may be granted by law, and so long as not inconsistent therewith, any ~°xecutor
acting hereinafter shall have the following additional powers and duties, without the necessity of
notice to or consent by any court:
1
(a) To invest and reinvest any funds held hereunder, in the exercise; of
the executor's sole and sound discretion, in any property, real or personal, even
though such property would not be considered appropriate or legal for a fiduciary
apart from this provision.
(b) To sell, convey, exchange, partition, give options to buy or lease upon,
or otherwise dispose of any property, real or personal, at any time held by him,
with or without order of court at his option, at public or private sale or otherwise,
for cash or other consideration or for such credit terms as he may think proper,
and upon such terms and for such prices as he may determine, consistf:nt,
however, with the wishes of the beneficiaries taking hereunder and with due
regard for any independently appraised value of such property.
(c) To borrow money from any person, or institution, for any purpose
in connection with the administration hereof, to execute promissory notes or other
obligations is~r amounts so borrowed, and too secure tl~e payanc°nts of such amounts
by mortgages or pledges of any property, real or personal, which may be held
hereunder.
(d) To make loans, secure or unsecured, in such amounts, upon such
terms, at such rates of interest, and to such persons, firms or corporations as the
executor may deem advisable.
(e) To renew or extend the time for payment of any obligation,
secured or unsecured, payable to or by said executor for as long a period of time
and on such terms, as he may determine, and to adjust, settle and arbitrate claims
2
or demands in favor of or against the estate.
(f) In dividing or distributing any property, real or personal, included
herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind,
consistent, however, with the wishes of the beneficiaries taking hereunder.
(g) To employ such brokers, banks, custodians, investment cour.~sel,
appraisers, attorneys, accountants and other agents, and to delegate to them such
duties, rights and powers as the executor may determine, and for such periods as
he may think appropriate.
(h) To register any securities at any time in the name of the executor,
or in the names of nominees, with or without indicating the trust character of the
securities so registered.
(i) To make all necessary proofs of death for any insurance policies,
annuities, retirement funds or similar nan-probate assets of which I, or my hE;irs,
may be t~~F beneficiaryJies, to e ecute any receipts for the ptlroceeds ar~~. c:
institute any action as may be necessary to collect said proceeds and to make
adjustments of any claim thereunder.
(j) To exercise all elections which the executor may have with respect
to income, gift, estate, inheritance or other taxes, including without limitation,
execution of joint income tax returns, election to deduct expenses in computing
one tax or another, election to split gifts, and election to pay or to defer payment
of any tax, in all events without being bound to require contribution from any
other person.
3
ITEM V: No interest of any beneficiary hereunder shall be subject to anticipation,
pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any
manner to charge or encumber his/her said interest, nor shall the said interest of any beneficiary
be liable or subject in any manner while in the possession of the fiduciary for any liability of
such beneficiary, whether such liability arises from his/her debts, contracts, torts, or other
engagements of any type.
ITEM VI: I direct that all estate, inheritance, and succession taxes that may be assessed
in consequence of my death, of whatever nature and by whatever jurisdiction imposed (excepting
inheritance tax on the devise of my real estate to be paid by Tara), shall be paid out of the
principal of my general estate to the same effect as if said taxes were expenses of administration,
and all other property includable in my taxable estate for federal or state tax purposes, whether or
not passing under this will, shall be free and clear thereof. In the unlikely event that tax is
assessed on the transfer of any non-probate asset occurring because of my death, the tax on that
asset sha113oe paid by the recipient thereof.
ITEM VII: I appoint my brother, William E. Ohrum, as the executor under this Will.
Should he be unable to act, or to continue to so act for any reason, I appoint in his stead, with the
same powers and duties, my brother, Timothy L. Ohrum. No fiduciary shall be liable for the
acts, omissions or defaults of any agent appointed and retained with due care by any fiduciary,
nor shall any fiduciary be required to furnish bond or other security for the proper performance
of his duties hereunder.
4
ITEM VIII: Unless the context indicates otherwise, any use of the masculine gender
herein shall also include the feminine gender, and the singular shall include the plural, or vice
versa.
IN WITNESS WI-~REOF, I, RICKY L. OHRUM, herewith set my hand and seal to this,
my Last Will, typewritten on six (6) sheets of paper including the self-proving attestation clause
r~,
and signatures of witnesses, this ~ day of ~ ~~~~~~~~'e ~', 2009.
,; ~ ~°
:' ~ ,~., ~ °~--{SEAL)
RICKY .OHRUM
Witnessed)
-_
~' '-~ ~_~,~J,~~ residing at ~'~~ ` ~~ ` , .. .1--- t ~ ~ :~ a.~ ~. !' 'F.
,_ ~~
~~~~~~ ~~~~'~~.~~ ~:-,4 ~ ~'` residing at -~ ' " ~ ~ ~-~,~_~:~~ -~~~ ~- %~~~
,~
~:
,,
residing at ~,
~,
5
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF ~ ~ ~ ~~.
SS:
~,KY~ L. / O UM (the testator), l° y ~t.:.:~ - - u''~~ ~' ~>: ~,
~ l // ~-.;,~~i~~1.~r~ ~~ ~~c,..~ and ` ~ ' ~ S' ~ >
~ /~tia ~~ ~~ (the
witnesses), whose names ~ e signed to the foregoing instrument, being first duly sworn, each hereby
declares to the undersigned authority that the testator signed and executed the instrument as his last
will in the presence of the witnesses and that he had signed willingly, and that he executed it as his
free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the testator, signed the will as witnesses and that to the best of their
knowledge the testator was at that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
S ~~
'.~ ~ ,y'/,/~"
.®.~=~*
WITNESS
TEST~,TOI~: ~ ~~~ ~~a
RICKY L. (THRUM
Subsca-ibed, sworn to and acknowledged before me by PICKY ~,. OI-lJl_~, the testator, and
subscribed and sworn to before me by ~ - -, . ' ~' .'~:
~~ ~~ ~ ~ ~ ~~i~f ~ ~ e. ~ and ~'` ~ .~ ~: :-e ~; ~''
r
witnesses, this ~ ~'7~day of .,emu ~ , 2009 ~~' ~; ~'
~~~' .:~
Notary Public
Come a
NOTARIAL SEAL (SEAL)
CHRISTOPHER T. DAMRON, Notary Public
City of Dilisburg, County of York
My Commission Expires May 29, 2010
the
Mark Heckman Real Estate Appraisers
1309 Bridge Street, New Cumberland, PA 17070
File No. 101 Pearl
APPRAISAL OF
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Single Family Residential Appraisal
LOCATED AT:
101 Pearl Drive
Carlisle, PA 17013-1045
FOR:
William Ohrum
126 West Harrisburg Street
Dillsburg, PA 17019
BORROWER: i
N/A
AS OF:
V
February 23, 2010
BY:
Mark W. Heckman, General Appraiser
GA000666L
PH (717) 774-7202 FAX (717) 774-0383 EMAIL heckmanappraisers@comcast.net
Mark Heckman Real Estate Appraisers
Prnnarty nacrrintinn UNIFORM RESIDENTIAL APPRAISAL REPORT ~~~o ~~„ 1f11Pc~rl
Pro Address 101 Pearl Drive Cit Carlisle State PA 'Code 17013-1045
Le al Desai ion Deed Book: 0034E Pa e: 00624 Count Cumberland
Assessor's Parcel No. 29-16-1094-072 Tax Year 09/10 R.E. Taxes S 2 250.00 S ecial Assessments S None Knwn
Borrower N/A Current Owner Rick L & Bets J Ohrum Occu ant: Owner X Tenant Vacant
Pro ert r' hts a aised X Fee Sim a Leasehold Pro'ect T e PUD Condominium HUDNA onl HOAS N/A /Mo.
Nei hborhood or Pro'ect Name Noll Manor Ma Reference See Asses Parcel # Census Tract 0119.02
Sale Price f N/A Date of Sale N/A Descri lion and S amount of loan char eslconcessions to be id b seNer N/A
Lender/Client William Ohrum Address 126 West Harrisbur Street Dillsbur PA 17019
A aiser Mark W. Heckman General A raiser Address 1309 Brid a Street New Cumberland PA 17070
Location Urban X Suburban Rural Predominant Sin le family housing Present land use % Land use change
Built up ^X Over 75% ^ 25-75% ^ Under 25% occupancy PRI~E ~E One family 75% ^ Not likely ^ Likely
Grovuth rate ^ Rapid X^ Stable ^ Slow X^ Owner 120 Low New 2-4 family X^ In process
Property values ^ Increasing X^ Stable ^ Declining ^ Tenant _ 300 Hi h 100 MukFfannly 2% To: Residential from
Demand/supply ^ Shortage 0 Inbalance ^ Oversupply 0 Vacant(0.5%) t,<;::-~ Predominant ~``" Commercial 3% vacant.
Marketin time Urxier 3 nms. 3-6 mos. Over 6 mos. vacant (over s%i 140-180 25-50 IVacant > 20%
Note: Race and the racial composition of the neighborhood are not appraisal factors.
Neighborhood boundaries and characteristics: The subject property is located in North Middleton Township. To locate the best comparables
available the a raiser ma have to extend search ammeters to similar nei hborhoods within the market area.
Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.):
This suburban nei hborhood has most ublic utilities available relative) eas access to em to ment and services and is tom ~etitive
with other nei hborhoods in the eneral area. Most have similar amenities. Market activi indicates avers a or better acre tant:e in the
market lace. No unfavorable factors were observed which would adverse) affect marketabili
Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time
- -such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.):
Market conditions in the sub'ect's nei hborhood has been favorable in recent ears due to consistent) low mort a e interest rates.
Housin values have a resisted at a moderate rate as well. However the market in this area has slowed and residential dwellin s are
bein marketed for Ion er eriods• icall 120 da s or less. A raisers have also encountered more seller concessions/assistance
than in recent ears. If interest rates sta at a moderate level and the local econom remains the same home rites should continue to
remain stable.
Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? YES NO
Approximate total number of units in the subject project Approximate total number of units for sale in the subject project
Describe common elements and recreational facilities:
Dimensions See I al descri lion not included. Topography Sloped to the rear
Site area .29 Acre Corner Lot Yes No Size Typical for area
Specific zoning classification and description R-1 Suburban Residential Shape Rectangular
Zoning compliance ®Legal ^ Legal nonconforming (Grandfathered use) Illegal No zoning Drainage Appears adequate
Hi hest ~ best use as im roved: X Present use Other use ex lain View Average
Utilities Public Other Off-site Improvements Type Public Private Landscaping Average
Electricity ®100 AMP Street Asphalt X^ ^ Driveway Surface Concrete
Gas ^ Curb/gutter Concrete X^ ^ Apparent easements T ical utili easement
Water ~ Sidewalk Concrete ® ^ FEMA Special Flood Hazard Area Yes No
Sanitary sewer ^X SVeet lights Standard X^ ^ FEMA Zone X Map Date 03/16/2009
Slam sewer Alle None FEMA Ma No. 420367 0231 E
Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): Site has avers e
site im rovements avers a landsq in ,and ical maintenance. The site im rovements and services to the site are ade uater and
acts table in this market. There are no a anent adverse easements encroachments or other adverse conditions on this site.
GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION
No. of Units 1 Foundation Concrete Slab No Area Sq.Ft. 1269 Roof
^
No. of Stories 1 Exterior Walls Brick Cra~M Space No % Finished 25% _
Ceiling _ ^
Type (Det.lAtt.) Detached Roof Surface As h. Sh. Basement 100% Ceiling DW Unfin. Walls
^
Design (Style) Ranch Gutters & Dwnspts. Aluminium Sump Pump No Walls Pnl DW CB _
Floa
^
ExistinglProposed Existin Window Type Wood D. H. Dampness None noted Floa Concrete _
None
^
Age (Yrs.) 32 StormlScreens Thermo/Yes Settlement None noted outside Entry Yes _
rmiuartn
Effective A e rs. 15
Manufactured House No
Infestation None noted _
ROOMS Fo er Livin Dinin Kitchen Den Famil Rm. Rec. Rm. Bedrooms # Baths Laund Other Area S .Ft.
BasemerX X X 1 269
Levels 1 Area 1 3 1.5 1 269
Level 2
0
0
Finished area above rade contains: 5 Rooms; 3 Bedroom s ; 1.5 Baths ; 1 269 S uare Feet of Gross Livin Area
INTERIOR Materiats/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE:
Floors Lam Vi C t/Av Type HW BB Refrigerator ^ None ^ Frceplace(s) # ^ None ^
walls D all/Avera a Fuel Oil Elec. Range/Oven ^X Staus ^ Patio ^ Gara
e 1 # of cars
TrimlFinish Wood/Averse CondiG~onAv Disposal ^ Drop Stair ^ Deck ^ g
Attached 11
Bath Floor Vin UAvera a COOLING Dishwasher X^ Scuttle ^X Porch ^ Detached
Bath Wainscot Fiber lass/Av
CenUal No
FaNHood ^X
Fkxx ^
Fence ^ _
Built-In
Doors 6 Panel/Averse
Other N/A
Microwave ^
Heated ^
Pool ^ _
Car
ort
ConditanN/A
Washer/D er
Finished p
_
Drivewa 1
Additional features (special energy efficien t items, etc.): New w indows in 2007• n ew furnace and la minate flooring two years aqo• updated Ibath
with new toilet vani and floor; finished ara a wall s• livin room has a ba window kit chen with eninsula.
Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: These
im rovements are of averse uali frame desi nand reflect avers a maintenance. Pro a reflects normal h sisal de recial:ion.
The lower level recreation room needs floorin installed and is considered deferred maintenance. No unusual functional obsole~:cence
or external inade uacies were observed.
Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or iin the
immediate vicinity of the subject property: No adverse environmental conditions were observed in the improvements on the site or in the
immediate vicini of the sub'ect roe
rnu~ i ~r t Farare Mae Fonn 1004 6-93
Produced ushg ACI soawme. 800234.8727 www.xhve6.com
Mark Heckman Real Estate Appraisers
Valuation Sactinn UNIFORM RESIDENTIAL APPRAISAL RFPnRT ~;~,.~~,. ,,,,o,...a
ESTIMATED SITE VALUE, , , , , , , , , , , , , , , , , , , , , , , , , , , = S
ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS:
Dwelling 1,269 Sq. Ft. @ S = E 0
Bsmt. 1269 Sq. Ft. ~ S = 0 Comments on Cost Approach (such as, source of cost estimate,
site value, square foot calculation and for HUD, VA and FmHA, the
estimated remaining economic life of the property):
In view of the age of these improvements the Cost P. roach
= cannot be considered an accurate indicator of value.
GarageJCarpat 378 Sq. Ft. @ S = 0
- Total Estimated Cost New • , . , , • , , , , .. , , , S 0
Less Ph sical
Y I Functional
I External Est. Remainin Econ. Life: 35
g
Depreciation = S 0
Depreciated Value of Improvements , , , , , , , , , , , , , • , , , , , = S 0
'A5-is' Value of Site Improvements, • • .. , , , • , , , , _ . , . , , _ $
INDICATED VALUE BY COST APPROACH • • ......... = S 0
ITEM SUBJECT COMPARABLE N0.1 COMPARABLE N0. 2 COMPARABLE N0.3
101 Pearl Drive
Address Carlisle _ 1913 Douglas Drive
Carlisle 1938 Sterretts Gap Road
Carlisle 2108 Circle Road
Carlisle
Proximit to Sub'ect ~ i 0.08 miles NE 0.19 miles E 0.24 miles N
Sales Price Y N/A j F ; = °_ ~~ :,F .. S 166 500 _ ~ - - ~ ~ S 142 90
0
~ ~~~' -~ S 161 350
PricelGross Liv. Area S 0.00 ~ S 112.50 ~ ~ .
137.40 [n
S S 130.65 ~
Data anela
Verification Sources Inspection
AssesRec8~MLS Assessment Records 8 MLS
Assessment Records ~ MLS Assessment Records 13< MLS
Assessment Records 8 MLS Assessment Records 8~ MLS
Assessment Records 8~ MLS
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION .(->SAa~ ent DESCRIPTION .(-)sa DESCRIPTION +(;S ~ustmem
Sales a Financing
Concessions FHA
Seller Assist ~ -1 500 FHA
None Known ~ Conventional ;
Seller Assist
-1,650
Date of SalefTime 10/09/2009 ~ 9/24/2009 ~ 8/10/2009
Location Suburban/Av Suburban/Av Suburban/Av Suburban/Av
I.easeFaldrFee Fee Sim le Fee Sim le ~ Fee Sim le ~ Fee Sim le
Site .29 Acre .29 Acre ~ .27 Acre ~ .31 Acre
view Avera a Avera a Avera a Avera e '
Desi n and A eat Ranch/Avera a Ranch/Avera e ~ Ranch/Avera e ~ Ranch/Avera e
ofCorshuaion Avera a Good ~ -10 000 Avera e ~ Avera e
A e 32 Years 45 Years S0 ears 36 Years
Condition Avera a Avera e ~ Avera e
Avera e
Above Grade rorg ' edrms ' eaa~s rota) ' edmrs ' Baths ~ rotal ' 6~ms ' earns ~ ratal ' e~mn5 ' Baths
Room Count 1 5~ 3~ 1.50 6~ 3~ 1.00; +4,000 5~ 3~ 1.00' +4,000 6~ 3~ 1.00' +4
000
Gross Livin Area 1 269 S .Ft. 1 480 S .Ft. ~ -3,200 1 040 S .Ft. ~ +3 400 ,
1 235 S .Ft.
Basement&Finished
Rooms Below Grade Full, Exp, Wlkout
Recreation Rm Full, Exp, Wlkout ~
Rec Rm .5 Bth ~ -1 000 Full Basement ~ +3,000
Unfinished ~ +3 000 Full, Exp, Wlkout
Recreation Rm
Functional Utilit Avera a Avera e ~ Avera e ~ Avera e
Heatin Conlin OiIHW, EBB, No CA OiIHW, EBB, No CA ~ Oil, CA ~ -3 000 EBB HP CA ~ -3 000
Effxaerx ttems T ical for A e T ical for A e T ical for A e T ical for A e '
Gara elCa 1 Att. Gara a None ~ +4 000 2 Car Det. Gar. ~ -3 000 2 Car Att. Gar. ~ -4 000
Porch, Patio, Deck,
Fire lace s, etc. None
None Deck -2,000
1 Fire lace ~ -2 500 None
None ~ Deck -2,000
1 Fire lace ~ -2 500
Fence, Pool, etc. None Chain Link ~ -2 000 None ~ '
Chain Link ~ -2 000
Other None None ~ None ~ None
Net Ad'. coca
Adjusted Sales Price + X - ' S 14,200 X + - ' S 7 400 + X - ' S 11 150
of Com arable ~ S 152 300 S 150 300 S 150 200
Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc. ): After a thorough search of all available market
data the three sales used are considered to be the best indicators of value. All three sales are considered to be reliable indicators of
value and are wei hted similar) in the final reconciliation. A ro riate ad'ustments have been made for all differences. Corn airable
sales used are all closed sales. It is ical to see u to 6% in seller concessions. The a raiser ad'usts fora ortion of those
concessions a roximatel 50%. A uali of construction ad'ustment was made to Com arable Sale No. 1 because the kitchen has
been remodeled and there are hardwood floors throw hout.
ITEM SUBJECT COMPARABLE N0. 1 COMPARABLE N0.2 COMPARABLE N0.3
Date, Price and Data
Source fa prior sales
within ofa sisal None within the
past 3 years.
Coun Records None within the prior year of
above sale date.
Coun Records None within the prior year of
above sale date.
Coun Records None within the prior year of
above sale date.
Coun Records
Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prior sales ~ subject and comparables within one year of the date of appraisal:
Accordin to the town assessment records the sub'ect ro has not transferred within the ast three ears. Accordin to the
information in the re ions) multi le listin service the sub'ect roe has not been listed for sale within the art three ears.
INDICATED VALUE BY SALES COMPARISON APPROACH , , , , , , , ,
.............................................5 150 000
INDICATED VALUE BY INCOME APPROACH ff icable Estimated Market Rent S N/A Mlo. x Gross Rent M N/A = i N/A
This appraisal is made X^ 'as is' ^ sut~ect to the repair, alterations, inspectiors a conditions ksted below ^ subject to completion per plans and specifications.
Caxiitions of Appraisal: See Attached Addendum.
Final Reconciliation: See Attached Addendum.
The purpose of this appraisal is to estimate the market value of the real property that is the subject of this repot, based on the above conditions and the certification, contingent
and limiting conditions, and market value definition that are statedn the attadied Freddie Mac Form 4391Fannie Mae Fain 10048 (Revised ).
I (VVE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF February 23, 2010
(WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 150 000
APPRAIS R: SUPERVIS RATS R(O I ):
Signature- ~~1~co~i-~4J Si nature
---~---- Did Not
Name Raetta Souders, PA Cert. Resid. R E Appr -Name M k W. Heckman, PA Cert. General R.E. inspect Property
Date Report Signed 03/18/2010 Date Report Signed 03/18/2010
State Certification # RL139741 State PA State Certification # GA000666L State PA
Or State License # State Or State License # StatE~
~,~e ..-. ~...._ ,,, ~ ,..,
rr~v~ [ v~ [ Fannie Mae Form 1004 693
RoEUCad uslrg ACI soawere, 800231.8727 wvev.edweb.can
Mark Heckman Real Estate Appraisers
ADDENDUM
Borrower: N/A File No.: 101 Pearl
Property Address: 101 Pearl Drive Case No.: _
CiN: Carlisle State: PA Zip: 17013-1045 _
Lender: William Ohrum
Conditions of Appraisal
This appraisal report has been prepared with the property in "as is" condition. The appraiser considered only those items ths~t
were permanently attached to the property as realty. Any items not so affixed, such as refrigerators, washers, dryers, above
ground swimming pools, etc., were not included in the estimate of the market value. No personal property has been includec
in this valuation.
Final Reconciliation
THE APPRAISER HEREBY CERTIFIES THAT THIS REPORT HAS BEEN PREPARED IN COMPLIANCE WITHIN THE
UNIFORM STANDARDS OF PROFESSIONAL APPRAISAL PRACTICE(USPAP), THAT THE APPRAISER IS A
DISINTERESTED PARTY AND THAT THE VALUE STATED IN THIS REPORT IS ACCURATE TO BEST OF THE
APPRAISER'S ABILITY, AND THIS VALUE HAS NOT BEEN PREDETERMINED.
This appraisal assumes a reasonable marketing period for the subject property of four months.
The Sales Comparison Analysis reflects recent activity in the market place and is given the most weight.
The Income Approach is inappropriate because few single family houses are rented in this market.
In view of the age of these improvements, the Cost Approach cannot be considered an accurate indicator of value.
This appraisal is based on readily observable conditions and is not to be considered as a thorough home inspection to
analyze or warrant the subject property and/or its mechanical systems.
Aaaenoixn rage , m t
1
M~Bar~
499 Mitchell Road, Millsboro, DE 19966 IVlail Code DE-MB-12
Phone (888)502-4349
Fax (302)934-2955
March 3, 2010
Schrack & Linsenback
~4 W Ha.rrisburgr St
PO Box 310
Dillsburg, PA 17019-0310
Re: Estate of: E. Ricky L Ohrum
Social Security: 210-42-1163
Date of Death: February 5, 2010
Dear Sir or Madam:
Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the
following:
1. Type of Accoicnt Checking Accocc~zt
Account Number
Ownership (Names o,~
Opening Date
Balance orz Date of Death
Accrued Interest
Total
2. Type of Account
Accotcnt Number
Ownership (Names o, fl
Opening Date
Balance on Date of Deatli
Accnced Interest
Total
9849328803
Ricky L Ohncm
06/18/08
$1398.13
$ O.OS
$1398.18
Savings Account
IS004218195532
Ricky L Ohncm
10/10/07
.r°r,
$11003.04
$ 4.32
$11007.36
1~/ ,,
3. Type of.4ccoccnt SavingsAccoccrzt
Accoccnt _Nccrnber 15004220249210
Otivnership (Names o~ Ricky L Ohncm
i
Opening Date 09/03/08
Balance on Date of Death $ 2205.99
Accnced Interest .~ U.1 L
Total $ 2206.11
Type of Account Installment Loan (RVL)
Accoun~~ er 12044419402896001
Ownership (Names o, fl Ricky L Ohrccm, Borrower
sy J Ohrum, Co-Borrower
Opening Date 03/06/86
Balance on Date of Death $ 0.00
Current Balance $ 0.00 ~,
----------...--~---------------------~-----~------------------~---..__-_-_--------..._ ~ R S
~ ~ ~ -~ j 7~
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Please be advised, there was a safe deposit box found for the above decedent at the Carlisle Pike branch, 6560 Carlisle Pike Suite
500, Mechanicsburg, PA 17050, box # 148.
If upon reviewing the information above, you believe there are additional accounts not referenced, p~.ease prcvide
us with an account number and/or name of any possible joint account holder. For any additional information on the
above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact
Our Central PA Services Center branch, PO Box 1258, Buffalo , NY 14240 Call #585-948-5704.
Sincerely,
a .~
No ~ssa Sears
Adjustment Services
• Securities offered through
Thr-vent F~nane-al for Lutherans® Thrivent Investment Management Inc.,
625 Fourth Ave. S., Minineapolis, MN 55415-1665,
4321 N. Ballard Road, Appleton, WI 54919-0001 a wholly owned subsidiary of Thrivent Financial for Lutherans.
Phone: 800-THRIVENT (800-847-4836) Mernber FINRA. Member SIPC.
E-mail: mail@thrivent.com • www.thrivent.com
April 7, 2010
SCHRACK & LINSENBACH
PO BOX 310 ~ ~'
n
a: ~.,
DILLSBURRO, PA 17019-0310 °~~~
Attn: William Schrack
RE: Estate of Ricky L. Ohrum
Dear Mr. Schrack,
Thank you for contacting us regarding the Estate of Ricky L Ohrum and account TY4-020346. This
account is an individual Transfer on Death brokerage account registered in the name of Rick L Ohrum.
Below are the values for this account as of the end of the business day, February 5, 2010.
Security Descri tion Quanti Security Price Market Value
BLACKROCK US OPPORT 12.094 31.77 384.230
EATON VANCE 190.953 16.01 3057.160
HARTFORD CAPITAL 121.213 29.00 3541.840
CALVERT SHORT 558.345 16.39 9151.270
AMERICAN EUROPACIFIC 114.020 35.13 4005.520
PRIME FUND -CAPITAL 8843.520 1 8843.520
FIDELITY ADVISOR 33.942 11.93 404.930
T ROWE PRICE REAL 167.586 13.08 2192.020
TEMPLETON GLOBAL 342.710 12.61 4321.570
PERKINS MID CAP 156.878 19.24 3018.330
LOOMIS SAYLES INVST 125.916 11.81 1487.070
MAINSTAY HIGH YIELD 790.367 5.66 4473.480
VANGUARD LONG TERM 199.949 8.99 1797.540
KEELEY SMALL CAP 186.979 18.69 3493.640
VANGUARD INFLATION 59.51 S 12.73 757.630
MAINSTAY LARGE CAP 501.089 5.81 2911.330
THRIVENT LIMITED 130.615 12.35 1613.100
Please feel free to contact us if you have any questions. You can reach me by calling 1-800-847-4836 and
say "Brokerage".
~S' cerely
arm Vukic
Sr BPA
Securities Brokerage
Thrivent Financial for Lutherans
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