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HomeMy WebLinkAbout03-07-11 REV-1500 PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number Po sox 2sosol 2 1 1 0 0 8 7 9 Harrisburg, PA RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW S°Cial SBCUfity Number Date Of Death MMDDYYYY Date of Birth MMDDYYYY 1 5 9 2 4 8 5 6 7 0 6 D 4 2 0 1 0 0 1 1 0 1 9 2 8 Decedent's last Name Suffix Decedent's First Name MI K E S S L E R F R E D E R I C K E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI K E S S L E R A L T H E A L Spouse's Social Security Number 2 0 1 1 8 4 3 5 8 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Original Return ~ Supplemental Return ~ Remainder Return (date of death prior to Limited Estate ~ 4a. Future Interest Compromise (date of ~ Federal Estate Tax Return Required death after © Decedent Died Testate ~ Decedent Maintained a Living Trust ~ Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) Litigation Proceeds Received ~ Spousal Poverty Credit (date of death ~ Election to tax under Sec. 9113(A) between and (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number D A V I D H S T O N E E S Q U I R E 7 1 7 7 7 4 7 4 3 5 REGISTER ~ ILLS USE l~'Y ~ O First line of address i r-~ D rte-- ~ _CJ 4 1 4 B R I D G E S T R E E T ~.I ,a-';r Second line of address i j ~ --O t~' City or Post Office State ZIP Code _____~ATE FILED • ~ ~ - L : N E W C U M B E R L A N D P A 1 7 0 7 0 Correspondent's a-mail address: D S T O N E a~ S T O N E L A W• N E T 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, corceG and complete. DeGaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE F R FILING RETURN DATE ADDRESS ~ GREENF D D V CARLISLE PA SIGNATUR ARER R H REPRESENTATIVE DATE ADDRESS BRIDGE STREET NEW CUMBERLAND PA PLEASE USE ORIGINAL FORM ONLY Side 1 REV-1500 EX Decedent's Social Security Number Decedent's Name: FREDERICK E• KESSLER 1 5 9 2 4 8 5 6 7 RECAPITULATION Real Estate (Schedule A) Stocks and Bonds (Schedule B) 5 6 5 8 3 . 5 6 Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 7 4 ~ 2 6 6 . 4 5 Mortgages and Notes Receivable (Schedule D) Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... Jointly Owned Property (Schedule F) ? Separate Billing Requested Inter-Vivos Transfers & Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested Total Gross Assets (total Lines 1 through 8 0 3 8 5 0 . 0 1 Funeral Expenses and Administrative Costs (Schedule H) 1 8 8 0 6 . 1 2 Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 2 3 8 . 7 $ Total Deductions (total Lines 9 and 1 9 0 4 4 . 8 7 Net Value of Estate (Line 8 minus Line 7 8 4 8 0 5 . 1 4 Charitable and Governmental Bequests/Sec Trusts for which an election to tax has not been made (Schedule J) . Net Value SubJect to Tax (Line minus Line 7 8 4 8 0 5 . 1 4 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES Amount of Line taxable at the spousal tax rate, or transfers under Sec. (a)(1.2) x.oo_ 7 8 4 8 0 1 4 0 0 Amount of Line taxable at lineal rate X _ 0 0 0 0 Amount of Line taxable at sibling rate x 0 0 0 0 Amount of Line taxable at collateral rate X 0 0 0 0 0 TAX DUE 0 . 0 0 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ? Side 2 REV-1503 EX + SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER FREDERICK E• KESSLER All property joiMlyowned with right of survkorshlp must be dlsctosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH shares Franklin Templeton Invstmt-Franklin US Govt Secs A a each TOTAL (Also enter on line Recapitulation) S 5 5 8 5 6 (If more space is needed, insert add'rflonal sheets of the same size) REV-1504 EX + SCHEDULE C CLOSELY•HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR INHERITANCE TAX RETURN SOLE•PROPRIETORSHIP RESIDENT DECEDENT ESTATE OF FILE NUMBER FREDERICK E• KESSLER Schedule C-1 or C-2 (inGuding afl supporting information) must be attached for each closety-held corporationlpartnershlp Interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Real estate partnership known as WEEAL Company only asset of partnership is real estate situate at Basler Ave•, Lemoyne, Cumberland County, PA - Parcel at assessed value times CLR for a value of - Decedent's share is for a total of - established September TOTAL Also enter on line Recapitulation) S 7 4 7 , 2 6 5 (If more space is needed, insert additional sheets of the same size) REV-1506 EX + SCHEDULE C-2 COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP IN RESIDENTDECEDENTRN INFORMATION REPORT ESTATE OF FILE NUMBER FREDERICK E• KESSLER Name of Partnership W E E A L C o m p a n y Date Business Commenced 0 9 0 7 2 Address Hummel Avenue Business Reporting Year Calendar yea r City L e m o y n e State P A zip Code 0 4 3 Federal Employerl.D.Number Type of Business Manage real estate ProducUService Rental s Decedent was a ® General ? Limited partner. If decedent was a limited partner, provide initial investment $ PAI2TN~R PC~ENT ~E~IT' BALANCE t1F > ~ INCtiME ~ E~N(B~SMlP CAPITAL ACCC~w1" A. RO T K R 3 1 B• F R CK 0 c. 3 . D HAR ZO Value of the decedent's interest $ 7 4 2 6 4 5 Was the Partnership indebted to the decedent? ?Yes ®No If yes, provide amount of indebtedness $ Was there life insurance payable to the partnership upon the death of the decedentl ?Yes ®No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-3t-82? ? Yes ®No If yes, ? Transfer ? Sale Percentage transferredlsold Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers andlor sales. Was there a written partnership agreement in effect at the time of the decedent's death?........ ®Yes ? No If yes, provide a copy of the agreement. Was the decedent's partnership interest sold? ?Yes ®No If yes, provide a copy of the agreement of sale, etc. Was the partnership dissolved or liquidated after the decedent's death? ?Yes ®No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. Was the decedent related to any of the partners? ®Yes ? No If yes, explain ROBERT-BROTHER DALE AND CHARLES-NEPHEWS Did the partnership have an interest in other corporations or partnerships? ?Yes ® No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. • ~ • ~ ~ A. Detailed calculations used in the valuation of the decedent's partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form for the year of death and 4 preceding years. C, If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market valuels. If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedent's partnership interest. REV-1511 EX+ Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER FREDERICK E• KESSLER Decedents debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Parthemore Funeral Home-funeral expenses Charles Zahora-minister's services B. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: p. AttomeyFees: David H• Stone, Esquire Family Exemption: (If decedenPs address is not the same as claimants, attach explanation.) 3 , $ 0 0 , 0 0 Claimant Althea L • Kessler Street Address Greenfield Drive city Carlisle state PA zIP Relationship of Claimant to Decedent S U r V 1 V i n g S p 0 U 5 e a. Probate Fees: Cumberland County Register of Wills 5 Acx;ountant Fees: Tax Retum Preparer Fees: Cumberland Law Journal-advertising grant of letters 2 The Patriot News-advertising grant of letters 3 Register of Wills-filing Inh tax return & Inv 4 Closing expenses TOTAL (Also enter on Line Recapitulation) S , 8 0 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, 8r LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER FREDERICK E- KESSLER Repoli debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Carlisle HMA Physicians-debt of decedent 2 Carlisle Neurology debt of decedent 3 Cardiology-debt of decedent TOTAL (Also enter on Line Recapitulation) S 2 3 8 • 7 5 If mare space is needed, insert additional sheets of the same size, REV-1513 EX+ (Ot-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: FREDERICK E• KESSLER 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 [Indude outn'ght spousal distributions and Vansfers under Sec, (a) ALTHEA L KESSLER Spousal GREENFIELD DRIVE CARLISLE, PA 17D15 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES THROUGH OF REV-1500 COVER SHEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE OF REV-1500 COVER SHEET. S If more space is needed, use additional sheets of paper of the same size. ep\wille\NESSLERfrederick LAST WILL AND TESTAI~NT OF FREDERICK T. I~SSLER I, FREDERICK E. KESSLER, of South Middleton Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate of every nature and wherever situate to my wife, ALTHEA L. KESSLER, if she survives me. ITEM II: Should my wife, ALTHEA L. KESSLER, fail to survive me, I devise and bequeath all the rest, residue and remainder of my estate, of every nature and wherever situate, as follows: A. thereof to FIRST CHURCH OF GOD, New Cumberland, Pennsylvania. B. thereof to my son, FREDERICK E. KESSLER, JR., IN TRUST, for the following uses and purposes: To pay the net income therefrom to my son, FREDERICK E. KESSLER, JR. In case of illness or emergency to pay as much of the principal of the trust as the Trustee, in her sole discretion, deems advisable for the support of my son, FREDERICK E. KESSLER, JR. Page 1 of 7 ' „A . , Upon the death of my son, FREDERICK E. KESSLER, JR., all the then remaining principal and undistributed income shall be distributed to his issue, per stirpes. C. thereof to my daughter, SUSAN K. SANSOM, or to her issue, per stirpes. D. thereof to FREDERICK E. KESSLER, III, if he survives me, and in default thereof to his issue, per stirpes. Should FREDERICK E. KESSLER, III, fail to survive me and leave no living issue, I devise and bequeath his share to ANDREW J. KESSLER. E. thereof to ANDREW J. KESSLER, if he survives me, and in default thereof to his issue, per stirpes. Should ANDREW J. KESSLER fail to survive me and leave no living issue, I devise and bequeath his share to FREDERICK E. KESSLER, III. F. thereof to GLEN A. SANSOM, JR., if he survives me, and in default thereof to his issue, per stirpes. Should GLEN A. SANSOM, JR., fail to survive me and leave no living issue, I devise and bequeath his share to NICHOLE N. BEAGLE. G. thereof to NICHOLE N. BEAGLE, if she survives me, and in default thereof to her living issue, per stirpes. Should NICHOLE N. BEAGLE fail to survive me and leave no living issue, I devise and bequeath her share to GLEN A. SANSOM, JR. H. thereof to SUE ROBERTS, if she survives me, and in default thereof to her issue, per stirpes. Should SUE ROBERTS fail to Page 2 of 7 survive me and leave no living issue, I devise and bequeath her share to AMY ROBERTS. I. thereof to AMY ROBERTS, if she survives me, and in default thereof to her issue, per stirpes. Should AMY ROBERTS fail to survive me and leave no living issue, I devise and bequeath her share to SUE ROBERTS. ITEM III: I appoint my Executrix and her successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM IV: I appoint NICOLE N. BEAGLE, Trustee of any trust created under this my Last Will and Testament. Should NICOLE N. BEAGLE fail to qualify or cease to act as Trustee, I appoint ORRSTOWN Page 3 of 7 BANK, successor Trustee, of any trust created under this my Last Will and Testament. ITEM V: My fiduciary shall receive compensation for the perfor- mance of its functions hereunder in accordance with its standard schedule of fees in effect from time to time during the period under which its services are performed. ITEM VI: I appoint my wife, ALTHEA L. KESSLER, Executrix of this my last will. Should my wife, ALTHEA L. KESSLER, fail to qualify or cease to act as Executrix, I appoint my daughter, SUSAN K. SANSOM, Executrix of this my last will. ITEM VII: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his/her duties in any jurisdiction. IN iPI'PN&33 1fHEREOF, I, FREDERICK E. KESSLER, have hereunto set my hand and seal this day of FREDERICK E. KESSLER Page 4 of 7 SIGNED, SEALED, PUBLISHED and DECLARED by FREDERICK E. KESSLER, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of e h other, have subscribed our names as witnesses. ~f ~~L.c. ~ It Wi s Addre s ' Witness Address Page 5 o f 7 COMMONWEALTH OF PENNSYLVANIA: . SS: COUNTY OF CUMBERLAND I, FREDERICK E. KESSLER, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. _z~z FREDERICK E. KESSLER Sworn to or affirmed to and acknowledged before me by FREDERICK E. KESSLER, the Testator, this ~ ~ day of ~j oo~w~~~~ Notary Public CAROL TRQXELL, Nobry PubME ~Nw CumOrknd Bn ! rs Commisciw a Page 6 of 7 COMMONWEALTH OF PENNSYLVANIA : SS: COUNTY OF CUMBERLAND , We, ~'~1~L9.tL~.~. ~^t and ~l'e the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator 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; 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 con- straint or undue influence. i Wi ss witness Sworn to or affirmed to and acknowledged before me by - ~-J44c and _ hG~A~ vl l?til , witnesses, this ~ day of ~f Notary Public IN~C Cow Dec. 200b Page 7 of 7 ~ Franklin US Government Secs A (FKUSX) -Mutual fund chart -MSN Money Page 1 of 1 E3mp Monev Make nx~i.cnn your home sac. 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Summary January - Juna Page 1 of 2 FREDERICK E KESSLER Fiaumcial HOSTETTER, MELVIN E. OREENFIELD OR Adviwr. NATIONWIDE SECURITIES LLC CARLISLE PA 1'~I"~II~'lll~llll~i~~l~llll~~l~~ll~~~lll~t~lll"It~"III~~1~~~. Sh~~ Id~~~~ Mai Fountain Parkway Addre~a PO Bax Franklin U.S. raOllerflRlellt SeCUrities FUrld - Gass A 5t. Petersburg. FL NASDAQ 5~mbo1: FKUSX Finad-Acrnunt Number. Year-to-Date Summary: ?ncome Aaaet Summary Number: Long-Term Capital Gains: S Caoficate Sbarea HeW by You; Transaction Details TRANSACTN~ DOLLAR AMOUNT SHARE PRICE BALANCE FORWARD SHARES TOTAL SHARES O1-05-10 DIV PAID OUT O.p221 DIV PAID OUT DIV PAID OUT DIV PAID OUT DIV PAID OUT DIV PAID OUT oe-3aio TOTAL ACCOUNT VALUE: AT X6.83 pER SHARE i i 1 a Continued en next pie e Purchases can also be made online at fra111d111fr111plebpll.cWtl Please make your Check payable to: Fraoldin U.S. Covemmrnt Secutitiea Fund - Class A GREEINFIELDEDRLER Fund-Account Number: CARLISLE PA Amouat IFacloacd: 6 FRANKLIN TEMPLETON INVESTMENTS PO BOX ST PETERSBURG FL o Check here and complete reverse side it changes are necessary for: i"'iill~lll~~lliiil"il'iilll~llli"II'~~IIIIII'i~'lli~'li"illl • Address Distributbn Options SCHEDULE C-2 PARTNERSHIP INFORI~TION REPORT Additional information as follows: EXPLANATION OF EVALUATION OF PARTNERSHIP INTEREST OF DECEASED The deceased, FREDERICK E. KESSLER, owned of a partnership known as WEEAL Company. WEEAL Company's only asset is a multi-unit apartment complex situate at Bosler Avenue, Lemoyne, Cumberland County, Pennsylvania. The value of this real estate as determined by the Cumberland County Assessment Office is (assessed value x CLR As noted from the attached partnership returns, neither the deceased nor any other partners had any positive capital account. Accordingly, we have valued the deceased interest in the partnership as solely on the interest in the real estate or , PARTNERSHIP AGREEMENT _ THIS AGREEMENT, made this' ~ f day of ~ , among ROBERT E. RESSLER, FREDERICK E. KESSLER, DALE W. ZO L, and CHARLES L. ZOLL, JR., hereinafter called the "Partners", W ITNE S SETH: WHEREAS, the Partners have operated since a real estate partnership known as the Weeal Company and have agreements dated December and March and they now wish to revise and restate their agreement. NOW, THEREFORE, in consideration of Che mutual promises herein contained and intending to be legally bound hereby, the parties do hereby agree to engage in a general partnership on the following terms and conditions: The name of the partnership shall be WEEAL COMPANY. The principal place of business is Hummel Avenue, Lemoyne, Cumberland County, Pennsylvania, and such other localities as shall be agreed upon by the Partners. The mailing address of the partnership shall be Hummel Avenue, Lemoyne, Pennsylvania, The partnership shall engage in the business of developing and managing real setae and such .other business as may be agreed upon by the Partners. The capital contributions of the Partners are as presently set forth in the balance sheet prepared by the company's accountant, which is incor- porated herein by ref erence. r• ~ The partnership shall continue for an indefinite term. An individual capital account shall be maintained for each Partner. _ Except by unanimous agreement of the Partners, or upon dissolution the capital contributions of the Partners shall not be subject to withdrawal. The net profits of the partnership shall be divided and the net losses of the partnership shall be borne in the proportions represented by the Partners' respective capital contributions. An individual income account shall be maintained for each Partner. Profits and losses shall be credited or debited to the individual income accounts as soon as practicable after the close of each fiscal year. I1. If there ie no balance in the individual income accounts, net losses shall be debited to the individual capital accounts. Zf the capital account of a Partner shall have been depleted by the debiting of losses under this paragraph, future profits of that Partner shall not be credited to his income account until the depletion shall have been made good, and shall be credited to his capital account. After the depletion of his capital account shall have been made good, his share of the profits shall be credited to his income account. All major decisions, including but not limited to the purchase, Bale and mortgaging of real estate, shall be by a majority vote, and each Partner shall be entitled to a vote which is proportionate to his capital contribu- tion. Robert E. Kesel er shall be the managing partner and shall have the authority to make all minor decisions and handle the day to day management of the partnership business. In case of the disability or absence of Robert E. Ressler, Charles L. Jr., shall serve as the managing partner until such time as Robert E. Kesel er is able to resume these duties. Any Partner may retire from the partnership upon sixty days prior notice to the other Partners. $etirement, death, bankruptcy, or insanity of a Partner shall work • an immediate dissolution of the partnership. 1S. Ia the event of the dissolution of the partnership by the retire- went, death, bankruptcy, or insanity of a Partner, a proper accounting shall be made of the capital income accouata of each partner and of the net profit or net loss of the partnership from the dteof the last previous accounting to c~ATc the date of the dissolution. In the event of the retirement, death, bankruptcy, or insanity of a Partner, the remaining Partners shall have the right to continue the business of the partnership wader its present name, by themselves or in conjunction with any other person or persona they may select, but they shall pay to the retiring Partner or to the legal representatives of the deceased or insane Partner, as the case may be, the value of his interest in the partnership as provided for below. In any event, the remaining Partners shall be required to purchase and the retiring Partner or the legal representatives of the deceased or insane Partner shall be required to sell his interest. In the absence of any other agreement between them, each remaining Partner shall have the primary right to purchase that portion of the retiring, deceased, insolvent or insane Partner's entire partnership interest computed by the proportion which such remaining Partner's percentage interest in the partnership's property bears to the percentage interests of the other remaining Partners in such profit and also a secondary right to purchase any remaining protion of the retiring, deceased, insolvent or insane Partner's partnership interest sot desired for purchase by the other remaining Partner in the exercise of his primary fight. In any event, the entire interest of the retiring, deceased, insolvent or insane Partner shall be acquired. The value of the interest of a retiring, deceased, insolvent or insane Partner shall be its fair market value as determined in accordance with the following provisions. Within ten days after the legal representative of the deceased or insane Partner or the withdrawing Partner receives notice of the desire of the remaining Partners to continue the business, each party shall select an appraiser who is a member of the Appraisal Institute. If either party fails to name an appraiser within the specified time, the other party may select the second .appraiser. The two appraisers so selected, shall proceed to promptly determine the fair market value of the partnership interest, including therein a fair market valuation of the interest and equity lathe partnership of the Partner is question taking into consideration any outstanding indebtedness, liabilities, liens and obligations relating to the partnership property. The determination of such fair market value by the two appraisers, shall be final and binding on all parties; and if the two appraisers so selected are unable to agree on such fair market value, the said two apparisers shall select a third appraiser who shall also be a member of the Appraisal Institute whose determination as to such fair market value shall be final and binding on all parties. If the two appraisers selected by the parties are unable to agree on a third appraiser, the Court of Common Pleas of Cumberland County, shall, upon the petition of either party, appoint the third appraiser. Each party shall pay the fee sad expense of the appraiser selected by such party and if the third appraiser is selected, the fee of the third appraiser shall be borne equally by the parties. The purchase price shall be paid as follows: One-fifth of the purchase price in cash shall be paid on or before three months after the event which precipitates the requirement to purchase the interest. The balance shall be paid in three equal installments, with the first installment due and payable fifteen months after the precipitating date, and each succeeding installment being due each twelve months thereafter. Interest on the unpaid balance shall be paid monthly. The deferred portion of the purchase price shall be evidenced by one or by a series of negotiable pro- missory not ea made by the purchasing party to the order of the selling party With interest at the CCNB Bank, N. A. base rate. Said note or notes shall provide for the acceleration of the due date on all unpaid not ea in the aeries, or the entire unpaid balance in the case of a single note, on default in the payment of any note, payment of principal or interest thereon. To f urther secure the repayment of the not ea, the remaining Partners shall exe- cute and deliver to the retiring Partner or to the legal representative of a deceased, insane or bankrupt Partner, a mortgage covering the real property owned by the partnership. Unless dissolved by the retirement, death or insanity of a Partner, the partnership shall continue until dissolved by agreement of the Partners. Upon any such voluntary dissolution by the Partners, the business of the part - nership shall be wound up and liquidated as rapidly as business ci rcumstances and orderly business practice will permit, and the assets shall be applied is the following order: A. To the payment of the debts and liabilities of the partnership owing to creditors. B. To the repayment of the capital contributed by the Partners, the Partners to share the remaining assets if theq shall not be sufficient to repay such contributions is full, prorate according to the ratio that the amounts of their respective contributions bear to the amount of all of the contributions. C. The surplus, if any, of the assets remaining, shall be di vided among the Partners in the same proportion ea to that to which they are entitled, a. aforesaid, to share in the profits of the partnership. Notwithstanding any of the provisions contained herein, any party to this agreement may transfer to any child of his, male or female, all or part of hie interest in this partnership. Said transfer may be made by deed, articles of agreement, will, conveyance to a trust, or any other suitable legal device. If more than one child of one of the parties to this agreement (Robert E. Ressler, Frederick E. Ressler, Dale W. Zoll, and Charles L. Jr., the "original Partners") become partners by virtue of a transfer under this paragraph, and so long as any of the original Partners remain partners, then the children of the original Partner shall name among the~elvea one per- son who shall act as the representative of the children of the original Partner is all partnership affairs and shall attend all partnership meetings on their behalf. In all such matters the interests of the children of the original Partner shall be voted as one share, and the children of the original Partner shall. decide among themselves how to accomplish thia, it being the intention of this provision to guard against an unmanageable multiplicity of opinion and point of view. Any transfer to a child of an original Partner shall be effective only if the tranaf eree child agrees to join in an addendum to this agreement in which the said child agrees to substantially the same provisions as contained herein. Such transfer, so conditioned, shall not be subject to the buy and sell provisions of this agreement. _ No Partner may without the consent of the other Partners: A. Borrow moneq in the firm's name for firm purposes or utilize collateral owned by the partnership as security for such loans; B. Assign, transfer, pledge, compromise or release any of the claims of or debts due the partnership except upon payment in full, or arbitrate or consent to the arbitration of any of the disputes or controversies of the partnership; C. Make, execute or deliver any assignment for the benefit of credi- tors of any bond, confession of judgment, chattel mortgage, deed, guarantee, indemnity bond, surety bond, or contract to sell or contract for sale of ail or substantially all of the property of the partnership; D. Lease or mortgage any partnership real eat ate or any interest therein or enter into any contract for any such purpose; E. Pledge or hypothecate or is any manner transfer his interest in the partnerhaip, except to the other parties to this agreement; F. Become a surety, guarantor, or accommodation party to any obligation. The partnership shall maintain a bank account or bank accounts is such bank or banks as may be agreed upon by the partners. All notices provided for under this agreement shall be in writing and shall be sufficient if sent by certified mail to the last known address of the party to whon such notice is to be given. f _ Proper and complete books of account shall be kept at ail times and shall be open to inspection by any of the Partners or by his accredited repre- sentative at any time during reasonable business hours. The books of account shall be examined and reviewed as of the close of each fiscal year by an inde- pendent certified public accountant agreeable to the Partners, who shall make a report thereon. The parties hereto covenant and agree that they will execute any further instruments and that they will perform any acts which are or may become necessary to effectuate and to carry on the partnership created by this agreement. IN WITNESS WHEREOF, the parties hereto have hereunto net their hands and seals the day aad year first above written. Witness (SEAL) R BERT E. RESSLE SEAL Witness E. ( ) Witness L) D E W. ZOLL Witness / (SEAL) CHARLES L. ZOLL, JR. Final K•1 Amended K•1 ove vo. 15c5 ca99 Schedule K•1 ~ Partner's Share of Current Year Income, (Form Fur calsndsr year ^.A10, a pax Deductions Credits and Other Items Cepartment ul x•e Treasury year Capinnrp zoto 1 Ordinary business income pose) iS Credits d,amd Revenue Sense enAnq Partner's Share of Income, Deductions, 2 "let rental real estaro Income (lou) Credits, etc. ~ae+t+ 2z ~ See fnserued°°s' 3 OOter net rental ~ncoma (loss) For n tr actions Information About the Partnership - - E - - - - - 1 Guaranteed paymerntss A Parfnanhip's employer identification number - 5 Interest income B ParMsnhip's name, address, city, stale, and ZIP coda - 6a Ordinary dividends WEEAL C014PANY - HUNIl~L AVENUE 6b Qualified dividends LEMOYNE PA - C IRS Center where partnership filed rotum 7 Royalties CINCINNATI OH - D ~ Check if this is a publicly Gaded partnazship rPTP) 6 Net slart•term capital gain (tws) is Information About the Partner 9a Net long-term capital gain pons) Alternative minimum tax (AMT) items A - E Partner's identifyirp rsumber 9b Collectibles gain pose) F Partner's name, ad~ass, city, state, and ZIP cods - - - - - - - - - - - - - 9c lMrecaptured section gain ALTHEA L. KESSLER Nel section gain poss) Tax•exemp1 income and GREENFIELD DRIVE nondeductible expenses CARLISLE PA it Other income (loss) d General partner or LLC Limited partner or other - - - - - - - - - - - - - - msmbar•manager LLCmsmber - H XL~ Domestic partner ~ Foreign parMer - - - - - - - - - - - - - - - r What type of entity is this partner? INDIVIDUAL DisUlbutions J Partner's share of profit, loss, and capital (sae instructions): Section deduction A_ _ _ _ _ _ _ _ _ Beginntny E~9 Profit $ $ Ofhar deductions Loss $ $ - ~ Other information C 'tat $ $ - - K Partner's share of liabilities at year end: Nonrecourss $ - Qualified nonrecoune financing........ $ tI Self-employment earnings (loss) Recourse $ 9 - - L Partners capital account analysis: Begiming capital account $ 0 • "See attached statement for additional information. Capital contributed during the year..... $ Current yeaz increase (decrease) $ Withdrawals arxf distributions.......... $ I Ending capital account $ s X Tax basis ~GAAP ~Seetion 704(b) book u Other (explain) E M Did the partner contribute property wi0t a twilt•in gain or loss? o Yes a NO L II 'Yes', anaeh statement kntrucxons) Y BAA Far Paperwork Reduetbn Ad Notlee, see Instruetlons }or Form Schedule K•1 (Form atano3t2L o)nsrt) s ~ U.S. Return of Partnership Income ovavn isr,5nn~ Form For calendar year or tax year beginning , ~wpartmMrt of the Tr«asury ending , _ Internal Revenue Sarv~ce ? See S rah instructions. A ?rinapsl business ar. wiry D Emplayar idantieuean UN the number RENTALS l~el WEEAL COMPANY B ?nrkrpal product ur service iQ~K. RUNNEL AVENUE O E buaineas started RENTALS wise, LEMOYNE, PA C Busrnass coda number p~type, F Tu:al aswts (sea ins:rs) $ G Check applicable bones: InRlal return final return Name change Address than e g Amended return Technkal termination -also check or H Check accounting method: X Cash (Z1 Accrual Other (specify) _ _ _ _ _ _ _ _ _ _ _ _ _ Number of Schedules K•1. Attach one for each person who was a partner at any time during the tax year. ? 4 J Check if Schedules C and M•3 are attached Cautbn. include on trade or business income and ex nses on lines la throw h below. See the instructions for more information. 1a Gross receipts or sales 1a b Lass returns and allowances 1 b 1 c 2 Cost of goods sold (Schedule A, line 2 _ l 3 Gross profit. Subtract line 2 from line 1 c . . . , 3 N C 4 Ordinary income Qoss) from other partnerships, estates, and trusts D (attach statement) M E 5 Net farm profit (loss) (attach Schedule F (Form 5 6 Net gain (loss) from Form Parl II, line (attach Form 4797J 6 7 Other income (loss) (aBach statement) 7 e Total Income ss Combine lines 3 throw h 7 8 s c ! 9 Salaries and wages (other than to partners) (less employment credits) 9 1 Guaranteed payments to partners N s Repairs and maintenance r ~ Bad debts D T Rent p c' Taxes and licenses U s Interest C 16s De reciation if re wired, attach Form 1B¦ ' T r P ( 9 ) I rt b Less depreciation reported on Schedule A and elsewhere on return 16b 16c ~ Oe letion Do not deduct oil and N ~ p ( gas depletion.) S tw Retirement plans etc . T Employee benefit programs ~ ZO Other deductions (attach statemenp _ ZD 0 N s Total deductlons. Add the amounts shown in the far ri ht column for lines 9 throw h D in business Income ss Subtract line from line 8 . ~ a s a eman . a a s o my tno N. i r true. turret:. and complati. Oacleratbn of preparer (other Man general partner or Nmi:ad "abibty cumpery member marugwr) is based un all mrwma:luri ur which Sign Prwparer f as any <nmvl.dga. Here ? GENERAL PARTNER ~ Va :hr IRS erxuss ais return r wr:F if a prw~arnr st own below Srgr~avrr of general partner or limited haMNty company member manager ~atx (sns ms!rs). X Yea No °r«par«r / ~a:a =rnparer's SSV rx =TIV Paid srgna:ur« CPA r„p~'bi"" . ? P00642780 Preparer's (uryums';,« WM. WIRE ASSOCIATES P.C. Use Oitly inar.ss ".;red)" ~ S. 19TH STREET .IV ? Zl''~"`ta CAMP HILL PA =r on«no. BAA For PHvary Act and Papervvork Reduction Ad Notke, see separate instructions. =r=roln•~_ ns~zuog Form ~ • , r Form X009 WEEAL COMPANY Pa e 2 $chetfufe p Cost of Goods Sold see the instructions 1 Inventory at beginning of year . 1 2 Purchases less cost of dems wdhdrawn for personal use............ Z 3 Cost of labor 3 4 Additional section 263A costs w (attach statement) ~ ~ 4 5 Other costs (attach statement) 5 6 Total. Add lines 1 through 5 6 7 Inventory at end of year 7 8 Cost of goods sold. Subtract line 7 hom line Enter here and on page line 2 8 9a Check all methods used for valuing closing inventory: (i) Cost as described in Regulations section (iq Lower of cost or market as described in Regulations section (ili) Other (specify method used and attach explanation} ? bCheck this box if there was a writedown of 'subnormal' goods as described in Regulations section 1.471-2(c} ~ e Check this box if the LIFO inventory method was adopted this tax year for any goods (if checked, attach Form d Do the rules of section 263A (for property produced or acquired for resale) apply to the partnership? . 8 Yes No e Was there any change in determining quantities, cost, or valuations between opening and closing inventory?........... Yes No If 'Yes,' attach ex lanation. . 14i Ot er Information 1 What type of entity is filing this return? Check the applicable box: Yea No a X Domestic general partnership b Domestic limited partnership c Domestic limited liability company d Domestic limited liability partnership s Foreign partnership } Other.... _ _ _ _ _ _ _ _ _ _ _ _ _ 2 At any time during the tax year, was any partner in the partnership a disregarded entity, a partnership (including an entity treated as a partnership), a trust, an S corporation, an estate (other than an estate of a deceased partner), or a nominee or similar person? X 3 At the end of the tax year: a Did any foreign or domestic corporation, partnership including any entity treated as a partnership), trust, or tax-exempt organization own, directly or in nectly, an interest of % or more m the profit, loss, or capital of the partnership? For rules of constructive ownership, see instructions. If 'Yes,' attach Schedule B-1, Information on Partners Owning or More of the Partnership X b Did any individual or estate own, directly or indirectly, an interest of or more in the profit, loss, or capital of the partnership? For rules of constructive ownership, see instructions. If 'Yes,' If 'Yes,' attach Schedule Information on Partners Owning or More of the Partnership X 4 At the end of the tax year, did the partnership: a Own directly or more, or own, directly or indirectly, or more of the total voting power of all classes of stock entitled to vote of any foreign or domestic corporation? For rules of constructive ownership, see instructions. If 'Yes,' com lets i ^ ^ throw h iv below X ..............................P........... (i) Name at Corporation (i~ Employer (iin Country of pv) Percentage Identification Incorporation Owned in Number (~f any) Voting Stock b Own directly an interest of or more, or own, directly or indirectly, an interest of or more in the profit, loss, or capital in any foreign or domestic partnership (including an entity treated as a partnership) or in the beneficial interest of a trust? For rules of constructive ownership, see instructions. If 'Yes,' complete (i) through (v) below (i) Name of Entity (ii) Employer iii) Type of (iv) Country of (v) Maximum Identification Entity Organization Percentage Number (if any) Owned in Profit, Loss, or Ca ital ~vAOI i2L nw2aoe Form _ Form WEEAL COMPANY Pa e 3 Yes No 5 ~ Did the partnership file Form Election of Partnership Level Tax Treatment, or an election statement under section a 1 l3 ii for artnershi -level tax treatment, that is in effect for this tax ear? See Form x893 fcr more details X 6 Does this partnership satisfy all tour of the following conditions? a The partnership's total receipts for the tax year were less than b The partnership's total assets at the end of the tax year were less than m n. D c Schedules K•1 are filed with the return and furnished to the partners on orb V t includin xtensicns) for the artnershi return. P P d The partnership ~s not filing and is not required to file Schedule M•3..... X If 'Yes,' the partnership is not required to complete Schedules L, M•1, and M•2; Item F on page 1 of Form or Item L on Schedule K-1. 7 Is this artnershi a ublicl traded artnershi as definetl in section k 2 ? X 8 During the tax year, did the partnership have any debt that was cancelled, was forgiven, or had the terms modified so as to reduce the rinci al amount of the debt? X 9 Has this partnership filed, or is it required to file, Form Material Advisor Disclosure Statement, to provide information on an re ortable transaction? X At any time during calendar year did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? See the instructions far exceptions and filing requirements for Form TD F Report of Foreign Bank and Financial Accounts. If 'Yes,' enter the name of the foreign country. ~ ~ - X At any time during the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreiggn trust? If 'Yes,' the partnership may have to file Form Annual Return To Report Transactions With Foreign Trusts ' and Recei t of Certain Forei n Gifts. See instructions X 12a Is the partnership making, or had it previously made (and not revoked), a section election? . . X See instructions for details regarding section election. b Did the partnership make for this tax year an optional basis adjustment under section 743(b) or 734(b)? If 'Yes,' attach a statement showing the computation and allocation of the bests adjustment. See instructions X e Is the partnership required to adjust the basis of partnership assets under section 743(b) or 734(b) because of a substantial built-in loss (as defined under section 743(d)) or substantial basis reduction (as defined under section 734(d))? If 'Yes,' attach a statement showin the com utation and allocation of the basis adjustment. See inshuctions X Check this box if, during the current or pprior tax year, the partnership distributed any property received in a like-kind exchange or contributed such property to another entity (other than entities wholly-owned by the partnership throu houtthe tax ear ? At any time during the tax year, did the partnership distribute to any partner atenancy-in-common or other undivided interest in a artnershi ro er 1 If the partnership is required to file Form Information Retum of U,S. Persons With Respect To Foreign Disregarded Entities, enter the number of Forms attached. See instructions ? Does the partnership have any foreign partners? If 'Yes,' enter the number of Forms Foreign Partner's Information Statement of Section Withholding Tax, filed for this partnership. ~ X Enter the number of Forms Return of U.S. Persons With Respect to Certain Foreign Partnerships, attached to this return Deslgnatlon of Tax Matters Partner (see the instructions) Enter below the general partner designated as the tax matters partner (TMP) for the tax year of this return: dame of Identi g designated iNP ? ROBERT E. KESSLER nwnbel r~if ruP ? II the T"AP is an nobly, name ul TVP Phone number representative ? of NP ? Ate,,,, 8 0 S IMPSON FERRY ROAD designated TMP ? NEW CUMBERLAND PA Form P7PA0112L I . 1 , I Form WEEAL COMPANY Pa e 4 ge 'eduta K ' Partners' Distributive Share Items Total amount ' 1 Ordinary business income (loss) (page line . . . . . . . ) 2 Nel rental real estate income (loss) (attach Form 2 9 , 3a Other gross rental income (loss)...... 3 , b Expenses from other rental xtwi6es (attach stint) . e Other net rental mccme (loss). Subtract line 3b from line 3a , 3c 4 Guaranteed payments 4 5 Interest mccme...,, 5 Income 6 a (Loss) 6 Dividends: a Ordinary dividends b Qualified dividends 6b 7 Royalties 7 8 Net short-term capital gain (loss) (attach Schedule D (Form g 9a Net long-term capital gain (loss) (attach Schedule D (Form 9a b Collectibles gain (loss) 9b e Unrecapturedsection IZSOgain (attach statemenp 9e Net section gain (loss) (attach Form Other income lass (see instnrctions) T e ? Section deduction (attach Form Dsdue- 13a Contributions 13a _ bons binvestmentinterest expense b e Section 59(e)(1) expenditures: Type ? - - - - - - - Amount ~ 13e 13d d Other deductions (see instructions T e ? 14a Net earnings (loss) from self-employment . 14a mploy- b Gross farming or fishing income ment c Gross nonfarm income 14c 15a Low-income housing credit (section 42Q)(5)) . . 15a b Low-income housing credit (other) . _ 15b Cradles ~ Qualified rehabilitation expenditures (rental real estate) (attach Form 15c d Other rental real estate credits (see instructions). Type ? 15d eOther rental credits (see instructions) Type ? 15e 15f f Other credits see instructions T e ? 16a Name of country or U.S. possession ? b Gross income from all sources . . 16b c Grossineome sourced at partnerlevet 16e Foreign gross income sourced at partnership level Forolgn d Passive category ? _ _ - - - - - - e General category ? - - - - - - - _f Other . , ? t Trans- Deductions allocated and apportioned at partner level actlons g Interest expense ? h Other h Deductions allocated acrd apporhona! at partnership lave/ M foreign source income i Passive category ? - - - - - - - -)General category ? - - - _ - k Other ? 16k Total foreign taxes (check one): ? Paid ~ Accrued ~ mReduction in taxes available for credit (attach statement) . 16m n Other forei n tax information attach statement . 17a Post-1986 depreciation adjustment 17a Alternative b Adjusted gain or loss b Minimum a Depletion (other than oil and gas) 17e Tax (AMT) d Oil, gas, and geothermal properties -gross income 17d Items a Oil, gas, and geothermal properties -deductions 17e t Other AMT items (attach stmt) 17f 18a Tax-exempt interest income 18a Other b Othertax•exemptincome 6 Infor- c Nondeductible expenses c madon 19a Distributions of cash and marketable securities . 79a b Distributions of other property b 20a Investment income.......... 10a b Investment expenses b . e Other items and amounts attach stmt BAA Form PTPA0134i nerzao9 , , Form WEEAL COMPANY Paae 5 Anal sis' of Net Income Loss 1 Net income (loss). Combine Schedule K, lines 1 through From the result, subtract the sum of Schedule K, Imes throw h 13d, and 1 2 Analysis by (i) Corporate (ii) Individual (iif) Individual (iv) Partnership (v) Exempt (vi) NomineelOther partner type: (active) (passive) organization a ~"'"`s' . par:rinrs b _in,aerr artners . . Schedule ~ Balance Sheets er Books Beginning of tax year E of tax year Assets (a) (b) (c) (d) 1 Cash.... 2a Trade notes and accounts receivable....... . b Less allowance for bad debts . 3 Inventories 4 U.S. government obligations . 5 Tax-exempt securities . 6 Other cwrent assets (attach stint) ' 7 Mortgage and real estate loans . . . . 8 Other investments (attach stmt) 9a Buildings and other depreciable assets...... b Less accumulated depreciation . 10a Depletable assets....... b Less accumulated depletion . Land (net of any amortization) ; 12a Intangible assets (amortizable only)......... , b Less accumulated amortization . Other assets (attach stmt) , Total assets Liabilkles and Capital Accounts payable Mortgages, Holes, bands payable in less than 1 year . Other current habilities (attach stmt) ` All nonrecourse loans . . ! f Mortgages, notes, bonds payable in 1 year or more Other liabilities (anachstmt)...... _SEE..ST..1. 'j - Partners' capital accounts ' S . Total habilities and ca itat . . ? . > . ~ ' ft : Reconciliation of Income (Loss) per Books With Income (Loss) per Return Note. Schedule M-3 ma be re wired instead of Schedule M•1 (see instructions . 1 Net income (loss) per books 6 Income recorded on books this year not 2 Income included on Schedule K, lines included on Schedule K, lines 1 through 3c, 6a, 9a, and not (itemize): recorded on books this year (itemize): aTax-exempt interest $ 3 Guaranteed pmts (other than health insurance) 7 Deductions included on Schedule K, lines i through 13d, and not charged against book income this 4 Expenses recorded on books thisyear not included year (itemize): on Schedule K, lines 1 through 13d, and I61 (itemize): a Depreciation..... $ aDepreciation $ bTravel and entertainment..... $ 8 Addlines6and7.... - - - - - - - - - - - - - - - - - - - - 9 Income (loss) (Analysis of Net Income (Loss), line I 5 Add lines 1 throw h 4 Subtract line B from line , " le! Anal sis of Partners' Ca ital Accounts 1 Balance at beginning of year............ 6 Distributions: a Cash . 2 Capital contributed: a Cash............ b Property b Property......... 7 Other decreases (itemize): Net income (loss) per hooks 4 Other increases (itemize): B Addlines6and7.. 5 Add lines 1 throw h 4 9 Balance at end of ar. Subtract line 8 from hne , . PTPA0134L O6/2ar09 Form , , ' 88~rJ Rentai Real Estate Income and Expenses of a °~';~c«n,rrr 20n6> Partnership or an S Corporation o: ~r: IB=S I1~6 ? See instructions. ~eptrmrn; ul ;hu Tr«psury ? Attach to Form Form or Form Ir1;P.((12I 4MVenun Srrn C« Verne Employer identifiea4on number WEEAL COMPANY 1 Show the kind and location of each ro ert .See a e 2 to list additional ro erties. A RESIDENTIAL RENTALS _ (APTS _ _ _ _ _ _ _ _ _ _ _ _ _ _ - - LEMOYNE PA B D Pro rties Rental Real Estate Income A B C D 2 Gross rents 2 Rental Real Estate Expenses 3 Advertising 3 4 Auto and travel 4 5 Cleaning and maintenance............ 5 6 Commissions 6 7 Insurance 7 4 B Legal and other professional fees...... 8 9 Interest 9 Repairs . Taxes Utilities . . t2 Wages and salaries . Depreciation (see instructions)......... Other (list) _ _ _ _ _ _ _ _ _ SEE STATEMENT 2 Total expenses for each property. Add lines 3 through Total gross rents. Add gross rents from line columns A through H . Total expenses. Add total expenses from line columns A through H . Net gain (loss) from Form Part II, line from the disposition of property from rental real estate acfivities ZOa Net income (loss) from rental real estate activities from artnerships, estates, and trusts in which this partnership or S corporation is a partner or beneficiary from Schedule K•1) . ZOa b Identify below the partnerships, estates, or trusts from which net income (loss) is shown on line 20a. Attach a schedule if more space is needed: Name Employer identification number Net rental real estate income (loss}. Combine lines through 20a. Enter the result here and on: • Form or Schedule K, line or • Form Part I, line 4 BAA For Paperwork Reduction Ad Notice, see the separate instructlons. Form SPSZOIOIL ~ FEDERAL STATEMENTS PAGE 1 CLIENT WEEAL COMPANY tiia~o 11:30AM STATEMENTI ~ O D FORM SCHEDULE L, LINE O OTHER LIABILITIES p BEGINNING ENDING SECURITY DEPOSITS $ TOTAL S STATEMENT 2 FORM LINE OTHER EXf~ENSES PROPERTY A: RESIDENTIAL RENTALS (APTS.) - LEMOYNE, PA PROPERTY B: - PROPERTY C: - PROPERTY D: - PROPERTY A PROPERTY B PROPERTY C PROPERTY D GROUNDS MAINTENANCE $ MANAGEMENT FEES . PAINTING & DECORATING . PEST CONTROL SUPPLIES . TOTAL 3 , , ' Final K•1 Amended K-1 ovs ve,. tsc;rnee Schedule K-1 Part fiF Partner's Share of Current Year Income, (Form toss) =or calendar year 2nn9, ,>f ;ax Deductions Credits and Other Items D«~x;nttlo; ul ;htl 7rnasury year bnginnmq :On9 1 Ordinary business income (loss) Cfed~t5 ~flrtlffl3l ZtlVl4rllltl .SY,fJlr.tl nndmq _ Partner's Share of Income, Deductions, 2 Net rental real estate income ('.ass) * CrEditSr @tC. See separate Instructions. 3 Other nel rental inc ios 1 n tr sactions Part I Information About the Partnership _ _ _ _ _ _ _ _ _ _ 4 Guaranteed payme A Partnership's employer identification number - 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualities dividends LEMOYNE PA - IR Center where partnership filed return 7 Royalties CINCINNATI, OH - D Check if this is a publicly traded partnership (PTP) 8 Net stwrt-term capital gain (loss) Information About the Partner ea Net long-term capital gain (loss) Alternative minimum tax (AMT) items E Partner's identifying number , - - - - - - - - - - - - - - - 9b Collectibles h) gain (loss) F Partner's name, address, city, state, and ZIP code _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 9c Unrecaptured section gain ROBERT E. KESSLER Net section gain (loss) Tax-exempt income and SIMPSON FERRY ROAD nondeductible expenses NEW CUMBERLAND PA Other income Goss) G X General partner or LLC Limited partner or other - - - - - - - - - - - - - - - member-manager LLC member _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ H X? Domestic partner ~ Foreign partner _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - 1 What type of entity is this partner? INDIVIDUAL Distributions J Partner's share of profit, loss, and capital (see instructions): Section deduction A Beginning Ending Profit $ $ Other deductions Loss $ $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ Other information Ca ital ~ $ - - K Partner's share of liabilities at year end: Nonrecourse $ - ualified nonrecourse financing. , $ Self-employment earnings (loss) Recourse $ - - L Partner's capital account analysis: Beginning capital account . $ . Capital contributed during the year..... $ See attached statement for additional information. Current year increase (decrease} $ o Withdrawals and distributions.......... $ R Ending capital account...... • . • . S 1 rt s X Tax basis ~ GAAP ~ Section 704(b) book u Other (explain) s E M Did the partner contribute property with abuilt-in gain or loss? o Yes a No ~ I!'Yen'. z;taeh s;a:ernent (sntl inYruetiuns) y BAA For Paperwork Reduet(on Act Notlce, see Instructions for Form Schedule K-1 (Form ar=noatz~ oanatr3 WEEAL COMPANY ' cci=~ :~~'~=c~~: arc:;: zn~l SUPPLEMENTAL INFORMATION 2 BOX 2 RENTAL REAL ESTATE ACTIVITIES ~ PROPERTY GROSS NET NET PASSIVE SEC. DESCRIPTION INCOME EXPENSES INCCME NO PA S TOTAL RESIDENTIAL RENTALS (APTS.) $ PASSIVE ROUNDING OR SPECIALLY ALLOCATED NET INCOME (LOSS) ADJUSTMENT ~ O p TOTAL $ p ROBERT E. KESSLER SPSL1201L Final K-1 Amended K-1 OMB No. Schedule K-1 Partner's Share of Current Year Income, (Form Forcalen0aryear2009, atax Deductions, Credits, and Other Items i°epa + ~~ur s~~ ry Year beg+nn+ng ,zoos 1 Ordinary business income (loss) Credits ending - Partner's Share of Income, Deductions, z Net rental real estate income (loss) * Credits, etC. G See separate instructions. 3 Other net rental income (loss) Foreign transactions ® Information About the Partnership _ 4 Guaranteed payments A Partnership's employer identification number - 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY _ HUMMEL AVENUE 6b Qualified dividends LEMOYNE, PA - IRS Center where partnership filed return 7 Royalties CINCINNATI, OH - D Check if this is a publicly traded partnership (PTP) 8 Net sfxxt-term capital gain (loss) ® Information About the Partner 9a Net long-term capital gain (loss) Alternative minimum tax (AMT) items E Partner's identiying number - 9b Collectibles gain (loss) F Partner's name, address, city, state, and ZIP code - 9c Unrecaptured section gain FREDERICK E . KESSLER Net section gain (loss) Tax-exempt income and GREENF I ELD DRIVE nondeductible expenses CARLISLE, PA 1 t other income (loss) G X General partner or LLC Limited partner or other - member-manager LLC member _ H X? Domestic partner ~FOreign partner - - I What type of entity is this partner? INDIVIDUAL Distributions J Partner's share of profit, loss, and capital (see instructions): Section deduction A . - Begtnning Ending Profit % % Other deductions Loss % % _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Other information Ca ital % % - - K Partner's share of liabilities at year end: Nonrecourse $ - Qualified nonrecourse financing........ $ Self-employment earnings (loss) Recourse $ - - L Partner's capital account analysis: Beginning capital account $ ~ 'See attached statement for additional information. Capital contributed during the year..... $ Current year increase (decrease) $ , o Withdrawals and distributions.......... $ , , n Ending capital account $ , R s XeTax basis ~GAAP ~Sectlon 704(b) book u Other (explain) E M Did the partner contribute property with abuilt-in gain or loss? o Yes X? No N L +f 'ves', attach statement (see insbuctitx5) v BAA For Paperwork Reduction Act Notice, see Instructions for Form Schedule K-1 (Form PTPA0372L WEEAL COMPANY ~ ' sci'~~_= .=~o•; ;c,'s~ ,a;~ SUPPLEMENTAL INFORMATION ,a.:_ 2 BOX 2 RENTAL REAL ESTATE ACTIVITIES PROPERTY GROSS NET NET PASSIVE SEC. DESCRIPTION INCOME EXPENSES INCOME NONPASS TOTAL RESIDENTIAL RENTALS (APTS.) $ PASSIVE TOTAL D O p FREDERICK E. KESSLER I SPSI.1201~ • Final K•1 Amended K-1 JV3 Vo. Schedule K•1 part Itt Partner's Share of Current Year Income, (Form =cr calendar year ur tsx Q Deductions Credits and Other Items ~eparm+nt ul the Tretasury yezr hegmMrrq 2r.09 1 Ordinary business income (loss) Credits Internal RKVrnue Sernru ending - Partner's Share of Income, Deductions, 2 Net rental real estate inccrne (loss) * Credlt5, @tC. See separate instructions. 3 Other net rental income (loss) Foreign transactions Part t Information About the Partnership _ _ _ _ _ _ _ _ _ _ _ _ _ _ 4 Guaranteetl payments D A Partnership's employer identification number 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualified dividends LEMOYNE PA - IRS Center where partnership filed return 7 Royalties CINCINNATI OH - D Check if this is a publicly traded partnership (PTP) 8 Net shgrt•term capital gain (loss) artl.k: Information About the Partner 9a Net long-term capital gain (loss) Alternative minimum taz (AMT) items E Partner's identifying number - - - - - - - - - - - - - - - 9b Collectibles gain (loss) F Partner's name, address, city, state, and ZIP code - - - - - - - - - - - - - - - 9e Unrecaptured section gain CHARLES L. ZOLL, JR. Net section gain (loss) Tax-exem~t income and FOXCROFT DRIVE nondeductible expenses CAMP HILL PA Other income (loss) G X General partner or LLC Limited partner or other - - - - - - - - - - - - - - - member-manager LLC member _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ H XD Domestic partner ~ Foreign partner - - - - - - - - - - - - - - - - What type of entity is this partner? INDIVIDUAL Distributions J Partner's share of profit, loss, and capital (see instructions): Section deduction A . Beginning Ending - - ~ - - - - - - - ~ - - - Profit $ $ Other deductions Loss $ $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ Other information Ca ital $ $ - - K Partner's share of liabilities at year end: Nonrecourse $ - ualified nonrecourse financing........ $ Self-employment earnings (loss) Recourse $ 9 - - L Partnei s capital account analysis: Beginning capital account $ • *See attached statement for additional information. Capital contributed during the year..... $ Current year increase (decrease) $ o Withdrawals and distributions.......... $ ( rt Ending capital account $ rt s X Tax basis ~GAAP Section 704(b) book u Other (explain) s E M Did the partner contribute property with a built-in gain or loss? o Yes X? No e L II'"es', aCach s:a;ement (see instructiun3) Y BAA For Paperwork Reduction Act Notice, see instructions (or Form Schedule K-1 (form ?TPA0312! WEEAL CQ:NPANY sc,_~ ~ ~,=ov, i,•.r_, SUPPLEMENTAL INFORMATION =.c= 2 'BOX 2 RENTAL REAL ESTATE ACTIVITIES I PROPERTY GROSS NET NET PASSIVE SEC. DESCRIPTION INCO.'KE EXPENSES INC0~1E NONPASS TOTAL RESIDENTIAL RENTALS (APTS.) S PASSIVE TOTAL 3`--b~;~3~ boo 0 p CHARLES L. ZOLL, JR. SPSLIZOR Q7/31/03 ' Final K•1 Amended K-1 ova vo. Isr,; ro~9 Schedule K-1 p~ ii Partner's Share of Current Year Income, (Form °or calendar year ur tax ~ Deductions Credits and Other Items ~Pparnnen; ul the Treasury yrar begimm~9 1 Ordinary business income (loss) Credits Internal Revenue Sernce ending artner's Share of Income, Deductions, 2 Net rental real estate i0ccma (loss) 7 Credits, etC. See separaM instruetlons. 3 .Other net rental income (loss) Foreign Transactions Information About the Partnership _ _ _ _ _ _ 4 Guaranteed payments A Partnership's employer identification number 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY HUMMEL AVENUE 6b Qualified dividends _ - - - - - - - - - - - LEMOYNE PA C IRS Center where partnership filed return - - - - - - - - - - - - - - - CINCINNATI OH 7 Royalties - D Check if this is a publicly traded partnership (PTP) 8 Net short-term capital gain (loss) Information About the Partner ea Net long-term capital gain (loss) Alternative minimum tax (AMT) items E Partner's identifying number _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Bb Collectibles gain (loss) F Partner's name, address, city, state, and ZIP code _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 9c Unrecaptured section gain DALE W, ZOLL Net section gain (loss) Tax-exempt income and BLACKLATCH LANE nondeductible expenses CAMP HILL PA G X General artner or LLC Other income (loss) P Limited partner or other _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ member-manager LLC member - H X? Domestic partner Foreign partner _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - What type of entity is this partner? INDIVIDUAL Distributions J Partner's share of profit, loss, and capital (see instructions): Section deduction A 7 Beginning - Ending Profit $ $ Other deductions Loss $ $ - ZO Other information Ca ital $ $ - - Partner's share of liabilities at year end: - - ' - - - - - - - - - - - Nonrecourse Qualified nonrecourse financin - - - - - - - - - - - - - - - 9 • • • • $ Self-employment earnings (loss) Recourse $ 1 - - L Partner's capital account analysis: Beginning capital account $ • "See attached statement for additional information. Capital contributed during the year... , . $ Current year increase (decrease) $ 7 o Withdrawals and distributions......... , $ ( 7 ) R Ending capital account......... _ $ rt 8X Tax basis s ~GAAP Section 704(b) book u Other (explain) s E M Did the partner contribute property with abuilt-in gain or loss? p Yes X? No N L If 'Yes', attach sratemenr (sae instructions) ~ BAA For Paperwork Reduction Ad Notice, see Instructions for Form Schedule K-1 (Form ?TpA0312L pe/la/09 WEEAL CQMPANY ' <~.=cap, ,.rs,_~;ca SUPPLEMENTAIINFORMATION 2 ' BOX 2 RENTAL REAL ESTATE ACTIVITIES PROPERTY GROSS NET NET PASSIVE SEC. DESCRIPTION INCOME EXPENSES INCOME NONPASS TOTAL RESIDENTIAL RENTALS (APTS.) $ PASSIVE ROUNDING OR SPECIALLY ALLOCATED NET INCCME (LOSS) ADJUSTMENT TOTAL S D O p DALE W. ZOLL sas;izni_ onaima e , ~ ~6rJ U.S. Retum of Partnership Income OMBNo.15450099 Form For calendar year or tax year beginning , Department ul the Treasury ending , 2Q Internal Revenue Servira ? Sea Se crate instrUCti00s. v A Prinripal businass activity D Employer identifleaeon Usa ti1e number RENTALS IRS WEEAL COMPANY B Principal product or service label' HUMMEL AVENUE ~ 0 Q Otifer- E Dale businass started RENTALS wise, LEMOYNE, PA C Business code number p~t"ype, F 7ntal assets (see instrs) $ G Check applicable boxes: Initial retum Final return Name change Address change Amended return iechnical termination -also check (i) or H Check accounting method: X Cash Accrual Other (specify)..... ? Number of Schedules K-1. Attach one for each erson who was a arfner at an time Burin the tax ear 4 P P Y 9 Y J Check it Schedule M-3 attached - - - - - - a on. Include on Made or business income and ex enses on lines la throw h below. See the instructions for mole information. 1a Gross receipts or sales 1 a b Less returns and allowances 1b 1t: 2 Cost of goods sold (Schedule A, line I 2 N 3 Gross profit. Subtract line 2 from line 1 c . 3 ~ 4 Ordinary income (loss) from other partnerships, estates, and trusts M (attach statement) 4 E 5 Net farm profit (loss) (attach Schedule F (Form . 5 6 Net gain (loss) from Form Parf II, line (attach Form . 6 7 Other income (loss) (attach statement) 7 8 Total income oss .Combine lines 3 throw h 7 . , ; , , , , , . , , , , , , . , , 8 s ` E 9 Salaries and wages (other than to partners) (less employment credits) . I Guaranteed payments to partners . N . Repairs and maintenance R Bad debts D r Rent ~ E Taxes and licenses D o U s Interest C T r a Depreciation (if required, attach Form 16a I e b Less depreciation reported on Schedule A and elsewhere on return..... 16b 78e ~ Depletion (Do not deduct oil and gas deplatlon.) . N ~ S t» Retirement plans, etc . I Employee benefit programs r A 2D Other deductions r o (attach statement) . . . N s Total deductions. Add the amounts shown in the far ri ht column for lines 9 throw h Ordina business income ss subtract line from line 8 . . . Under panaltles of peilury~ I declare fhet I hew examined Nis return, Indudinq accompanyi~ schedules and statements, and to the hest or my knowledge and belief, it is true, correct, and eompl N. Dedaratlon of preparsr (other than general pertryr or hinted liab lity company member manager) is based on all information of which Sign Preparer has any krtowledga. Here ? ,MANAGING MEMBER ~ Ma fha IRS discuss this return Si nature al p with the pre~arer shown below g general artner or limited liability compan manager pale (sue instrs). Praparor's pate X Yes No Preparer's SSN ur PTMI Paid signature ~ I PA PAIpiUyMdtl'f... ~ P00642780 Preparer's (o~moursme R. WM. WIRE ASS S, P.C. Use Only address°IaYd~' ~ S. 19TH STREET EIN ? ZIP code CAMP HILL, PA BAA For PHvacy Act and Paperwork Reduction Act Notice, sea se to instructions. Pt""'" rio. 7 8 0 P~ PrPnmoeL lat~ica Form a • ~ ' r Form WEEAL COMPANY , Pa e 2 S~h~dt~f~ A Cost of Goods Sold see the instructions 1 Inventory at beginning of year 1 2 Purchases less cost of items withdrawn for personal use . p 3 Cost of labor 3 4 Additional section 263A costs (attach statement) . O ...D 4 5 Other costs (attach statement) 5 6 Total. Add lines 1 through 5 6 7 Inventory at end ofyeac 7 8 Cost of goods sold. Subtract line 7 from line Enter here and on page line 2 8 9a Check all methods used for valuing closing inventory: Cost as described in Regulations section (li) Lower of cost or market as described in Regulations section (iii) Other (specify method used and attach explanation) bCheck this box if there was a writedown of 'subnormal' goods as described in Regulations section 1.471.2(c)......... ? c Check this box if the LIFO inventory method was adopted this tax year for any goods (i(checked, attach Form ? d Do the rules of section 263A (for property produced or acquired for resale) apply to the partnership? a Yes No e Was there any change in determin(ng quantities, cost, or valuations between opening and closing inventory?. Yes No If 'Yes,' attach ex lanation.. Other Information 1 What type of entity is filing this return? Check the applicable box: Yes No a X Domestic general partnership b Domestic limited partnership c Domestic limited liability company d Domestic limited liabiliy partnership e Foreign partnership f Other _ _ _ _ _ _ _ _ 2 At any time during the tax year, was any partner in the partnership a disregarded entity, a partnership (including an entity treated as a partnerhip), a trust, an S corporation, an estate (other than an estate of a deceased partner), or a nominee or similar person? 3 At the end of the tax year: a Did any foreign or domestic corporation, partnership (including any entity treated as a partnership), or trust own, directly or indirectly, an interest of or more in the profit, loss, or capital of the partnership? For rules of constructive ownership, see ' instructions. If 'Yes 'com lete i throw h v below X ..........P (i) Name of Entity (it) Employer (ili) Ty e of (iv) Country of (v) Maximum Identification Entity Organization Percentage Number (if any) Owned in Profit, Loss or Ca ital b Did any individual or estate own, directly or indirectly, an interest of or more in the profit, loss, or capital of the artnershi ?For rules of constructive ownershi ,see instructions. If 'Yes,' com lete i throw h iv below , (i) Name of Individual or Estate qi) Social Security (ii) Country of (iv) Maximum Number or Employer Citizenship Percentage Owned in Identification (see instructions) Profit, Loss, or Capital Number if an 4 At the end of the fax year, did the partnership: a Own directly or more, or own, directly or indirectly, or more of the total voting power of all classes of stock entitled to vote of any foreign or domestic corporation? for rules of constructive ownership, see ~nsfructions. If 'Yes,' complete (i) throw h (iv below X ............p (i) Name of Corporation (if) Employer (iii) Country of (iv) Percentage Identification Incor oration Owned in Number (if any) Voting Stock P7PAOI12L ioias~ae Form Form WEEAL COMPANY Pa e 3 •~b Own directly an interest of 20°k or more, or own, directly or indirectly, an interest of 50°h or more in the profit, loss, or capital Yes No in any foreign or domestic partnership (including an entity treated as a partnership) or in the beneficial interest of a trust? For x.. rules of constructive ownershi ,see instructions. If 'Yes, com late i t rou h (v elow . h b ; (i) Name of Entity (fi) Employer (i1i) Type of (1v) Country of (v) Maximum Identification Entity Organization Percentage Number (if any) Owned in Profit, Loss, or Ca ital 5 Did the partnership file Form Election of Partnership Level Tax Treatment, or an election statement under section a 1 B ii for artnershi -level tax treatment that is in effect for this tax ear? See Form for more details 6 Does this partnership satisfy all four of the following conditions? a The partnership's total receipts for the tax year were less than _ b The partnership's total assets at the end of the tax year were less than million. c Schedules K•1 are filed with the return and furnished to the partners on or before the due date (including extensions) for the partnership return. d The partnership is not filing and is not required to file Schedule M3 . . . . . If 'Yes,' the partnership is not required to complete Schedules L, M-1, and M-2; Item F on page 1 of Form or Item L on Schedule K-1. 7 Is this artnershi a blicl traded artnershi as defined in section ? . . . . . . X 8 During the tax year, did the partnership have any debt that was cancelled, was forgiven, or had the terms modified so as to reduce the rlnci al amount of the debt? X 9 Has this partnership filed, or is it required to file, Form Material Advisor Disclosure Statement, to provide information on an re ortable transaction? X At any time during calendar year did the partnership have an interest in or a signature or other authority over ??~'%i a financial account in a foreign country (such as a bank account, securities account, or other financial account)? See the instructions for exceptions and filing requirements for Form TD F Report of Foreign Bank and Financial Accounts. If 'Yes,' enter the name of the foreign country. ? `:`"r';`` At any time during the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a X ~g ' fore' n trust? If 'Yes,' the partnership may have to file Form Annual Return To Report Transactions With Foreign Trusts and Recei t of Certain Forei n Gifts. See instructions X 12a Is the partnership making, or had it previously made (and not revoked), a section election? . . . See instructions for details regarding section election. p b Did the partnership make for this tax year an o tional basis adjustment under section 743(b) or 734(b)? If 'Yes,' attach a statement showing the computation and allocation of the basis adjustment. See instructions........ X c Is the partnership required to adjust the basis of partnership assets under section 743(b) or 734(b) because of a substantial built-in loss (as defined under section 743(d)) or substantial basis reduction as defined u ~ attach a statement showi the com utation and allocation of the basis adjustment. See nst uctionsn 734(d)). If 'Yes,' X Check this box if, Burin the current or prior tax year, the partnership distributed any property received in a like kind exchan a or contribute such roe to another enti (includin a disre arded enti . ? At any time during the tax year, did the partnership distribute to any partner a tenancyin-common or other undivided interest in a artnershi ro ert ? X It the partnership is required to file Form Information Return of U.S. Persons With Respect To Foreign Disregarded Entities, enter the number of Forms attached. ~ ' See instructions ? Does the partnership have any foreign partners? If 'Yes,' enter the number of Forms Foreign Partner's Information Statement of Section Withholding Tax, filed for this partnership. ? Enter the number of Forms Return of U.S. Persons With Respect to Certain Foreign Partnerships, attached to this return Designation of Tax Matters Partner (see the instructions) Enter below the general partner designated as the tax matters partner (fMP) for the tax year of this return: Nama ul designated TMP ? ROBERT E . KESSLER numhlex t~,f rMa ? Address nl SIMPSON FERRY ROAD designated TMP ? NEW CUMBERLAND PA Form PTPA0112L 10l08/tle ' - , Farm WEEAL COMPANY Pa e 4 S~k~i3dui{dt ~ Partners' Distributive Share Items Total amount 1 Ordinary business income (loss) (page line 1 2 Net rental real estate income (loss) (attach Form 2 . . 3a Other gross rental income (loss) 3a ' b Expenses from other rental activities (attach stmt) 3b c Other net rental income (loss). Subtract line 3b from line 3a c 4 Guaranteed payments D 4 p 5 Interest income 5 heoms 6 Dividends: a Ordinary dividends........ . (Loss) 6a b Qualified dividends . . 6b - 7 Royalties ~ 8 Net short-term capital gain (loss) (attach Schedule D (Form 8 9a Net long-term capital gain (loss) (attach Schedule D (Form ga b Collectibles gain (loss) 9b c lJnrecaplured section gain (attach statement) . . 9c Net section airs loss attach Form 9 ( ) ! ~ Other income (loss) (see instructions T e ? Section deduction (attach Form . Dedue- 13a Contributions 13a lions binvestmentinterest expense b c Section 59(e)(2) expenditures: Type ? Amount ? 13e d Other deductions (see instroctions T e ? d Sei{ 14a Net earnings Qoss) from self-employment... 14a merPit Y b Gross farming or fishing income . 14b c Gross nonfarm income 14c 15a Low-income housing credit (section 42Q)(5)) . 15a b Low-income housing credit (other) . 15b Credits c Qualified rehabilitation expenditures (rental real estate) (attach Form . 15c d Other rental real estate credits (see instructions) . Type - - - - - - - - - - - - - - - - - d e Other rental credits (see instructions) Type ? 15e f Other credits see instructions T e ? - 16a Name of country or U.S, possession ? <; rocs income from all sources 16b c Grossincome sourced at partner level 16c Foreign gross income sourced at partnership level Foreign d Passive category ? _ - - - - - - - e Generalcategory ? _ _ _ _ _ _ _ Other....... ? 16f Trans- Deductions allocated and apportioned at partner level actions g Interest expense ? _ _ _ _ _ _ _ _ _ _ _ h Other ? h Deductions allocated and apportioned at partnership level to foreign source income i Passive cafe o ? 9 ry ________.J General category _-_kOther....... ? 16k I Total foreign taxes (check one): ? Paid Accrued ~ mReduction in taxes available for credit (attach statement) 16m n Other forei n tax information attach statement ; a Post-1986 depreciation adjustment . 17a Altamative b Adjusted gain or loss 17b Minimum Tax c Depletion (other than oil and gas) 17c (AMT) d Oil, gas, and geothermal properties -gross income . 17d Items a Oil, qas, and geothermal properties -deductions 17e f Other AMT items (attach stmt) 17f 18a Tax-exempt interest income 18a Other Other tax-exempt income 18b Infor- c Nondeductible expenses ~ . ~ ~ ~ ~ ~ 18c matlon 19a Distributions of cash and marketable securities.. ~ 19a b Distributions of other ro er . p P ty b 20a Investment income a binvestment expenses....... b c Other items and amounts attach stmt . BAA . _ Form PTPAn134L pg/ggrn8 =z. ~ r M r . Form WEEAL COMPANY Page 5 Ahal sis of Net Income Loss 1 Net income (loss). Combine Schedule K, lines 1 through From the result, subtract the sum of Schedule K, lines throw h 13d, and 1 2 Mal sis b y y (i) Corporate (ii) Individual (iii) Individual (iv) Partnership v Exem t partner type: (active) (passive) ()an' bon (vi) Nominee/Other a General ~ partners . b ~imitad artnars . f: Balance Sheets er BOOkS Beginning of tax year End of tax year Assets (a) (b) (c) ; ash 2a Trade notes and accounts receivable. ; b Less allowance for bad debts 3 Inventories.... - ° 4 U.S. government obligations - 5 Tax-exempt securities . . . 6 Other current assets (attach stmt) ; 7 Mortgage and real estate loans............ " ` 8 Other investments (attach stmt) . 9a Buildings and other depreciable assets...... z` b Less accumulated depreciation Oa Depletable assets <:; Less accumulated depletion Land (net of any amortization)..... 12a Intangible assets (amortizable only) . ; . ; b Less accumulated amortization . . . Other assets (attach stmt) Total assets ' LiabilNies and Capital r Accounts payable : ; Mortgages, notes, bonds payable in less than 1 year Otha current liabihties (attach stmt) . - ' All nonrecourse loans . Mortgages, notes, bonds a able in 1 P Y year or more..... ; Za Other liabilities (attach stmt)........SEE .ST..1. ~ ' Zl Partners' capital accounts 3 _ Total liabilities and ca itat ' A::: Reconciliation of Income (Loss) per Books With Income (Loss) per Return Note. Schedule M-3 ma be required instead of Schedule M-1 (see instructions). 1 Net income (loss) per books 6 Income recorded on books this year not 2 Income included on Schedule K, lines included on Schedule K, lines 1 through 3c, 6a, 9a, and not (itemize): recorded on books this year (itemize): a Tax•ezempt interest $ 3 Guaranteed pmts (other than health insurance) 7 Deductions included on Schedule K, lines I through 4 t:xpenses recorded on books this ear not included 13d, and not charged against book income this on Schedule K, lines I through 13"d, and i61 year (itemize): (itemize): a Depreciation $ aDepreciation . b Travel and - - - 8 Addlines6and7....,..,.... 9 Income (loss) (Analysis of Net Income (Loss), line i). 5 Add lines 1 throw h 4 Subtract line 8 from line 0 . ' `Anal sis of Partners' Ca ital Accounts 1 Balance at beginning of year............ 3 . 6 Distributions: a Cash . . 2 Capital contributed: a Cash...... bProperty..... b Property....... 7 Other decreases (itemize): _ 3 Net income(loss)perbooks...... 4 Other increases(item¢e): 8 Addlines6and7.... 5 Add lines l throw h 4 . " " 9 Balance at end of year. Subtract line 8 from line - , PTPAn134L neroaroe Form ~ ~ r ~ Form $$2rJ Rental Real Estate income and Expenses of a cRev oecemba, 20Q6, Partnership or an S Corporation OMB No. Department of the Treasury ? See instructions. Internal Revenue Service ? Attach to Form Form or Form Name Employer idenfification number WEEAL COMPANY 1 Show the kind and location of each ro er .Sae a e 2 to list additional ro ernes. A RESIDENTIAL RENTALS LEMOYNE PA - B Pro ernes Rental Real Estate Income q 8 ~ p 2 Gross rents 2 . Rarrtal Real Estate Expenses 3 Advertising 3 4 Auto and travel 4 5 Cleaning and maintenance............ 5 6 Commissions 6 7 Insurance 7 4 8 4 8 Legal and other professional fees...... 8 1 9 Interest 9 Repairs . Taxes 2 8 5 5 Utilities Wages and salaries Depreciation (see instructions)......... Other (list) _ _ _ _ _ _ _ SEE STATEMENT Total expenses for each property. Add lines 3 through Total gross rents. Add gross rents from line columns A through H . Total expenses. Add total expenses from Tine columns A through H.......... . Net gain (loss) from Form Part II, line from the disposition of property from rental real estate activities 20a Net income (loss) from rental real estate activities from artnerships, estates, and trusts in which this partnership or S corporation is a partner or beneficiary from Schedule K-1) . 20a b Identify below the partnerships, estates, or trusts from which net income (loss) is shown on line 20a. ' Attach a schedule if more space is needed: Name Employer identification number Net rental real estate income (loss). Combine lines through 20a. Enter the result here and on: • Form or Schedule K, line or 0 , • Form Part I, line 4 BAA For Paperwork Reduction Act Notice, see the separate instructions. ' ' Form SPSZQIOIL - , Final K-1 Amended K-1 oMe Nu. i~a5 nng9 Formed0u6~ K-1 f~a~; fli`<; Partner's Share of Current Year Income, For calendar year Uf raM Deductions Credits and Other Items Dtefnal Revenue Serv ee fY Yeaf beginning 1 Ordinary business income (loss) CfeditS ending - Partner's Share of Income, Deductions, 2 Net rental real estate income (loss) Credits etc. s Sae separate instructions. 3 Other net ren o n transactions ;;AiFt'~> ? Information About the Partnership _ _ _ _ _ _ _ _ _ _ _ _ _ 4 Guaranteed p is A Partnership's employer identification number - 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY _ _ _ HUMMEL AVENUE 6b Qualified dividends - - - - - - - - - LEMOYNE PA C IRS Center where artnershi filed return - - - - - - - - - - - - - - - P P 7 Royalties CINCINNATI OH - 8 Net short term capital gain (loss) D Check if this is a publicly traded partnership (PTP) 9a Net long-term capital gain (loss) Alternative minimum tax (AMT) items ' `~;`:,,:,~;l Information About the Partner 9b Collectibles - - - - - - - - - - - - - - 7M:?t<.,I )gain (loss) E Partner's identifying number _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 9e Unrecaptured section gain F Partner's name, address, city, state, and ZIP code Net section gain (ions) Tax-exempt income and nondeductible expenses ROBERT E. KESSLER Other income (loss) SIMPSON FERRY ROAD - NEW CUMBERLAND PA - G X General partner or LLC Limited partner or other - - - - - - - - - - - - - - - member-manager LLC member _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ H X? Domestic partner Foreign partner Distributions What type of entity is this partner? INDIVIDUAL Section deduction A - ----___---L--• J Partner's share of profit, loss, and capital (see instructions): Other deductions Beginning Ending _ 2D Other information Profit ~ $ Loss $ $ - - Ca ital $ $ - Partner's share of liabilities at year end: Seif-employment earnings (loss) Nonrecourse $ - - ualified nonrecourse financing........ $ Recourse $ 8 See attached statement for additional information. L Partner's capital account analysis: r Beginning capital account $ 1 . a Capital contributed during the year..... $ I Current year increase (decrease) $ s Withdrawals and distributions.......... $ ( U Ending capital account $ . E 0 X Tax basis ~GAAP Section 704(b) book N Other ex lain v BAA For Paperwork Reduction Ad Notice, see Instructions for Form Schedule K-1 (Form PTPA0312L / - ' ' ' . Final K•1 Amended K•1 OMB Nu. Schedule K-1 (Form 1tM5) ';p~iiiJ € Partner's Share of Current Year Income, For calendar year or tax Deductions Credits and Other Items Department of the Treasury year 6eginninQ , 1 Ordinar business income loss Credits Infernal Revenue Service y ( ) ending - Partner's Share of Income, Deductions, 2 Net rental real estate income (loss) Credits etc. r See separate instructions. 3 Other net rental i I ( F eign transactions t~~irf:'f Information About the Partnership _ _ _ _ _ _ _ _ _ _ 4 Guaranteed pay A Partnership's employer identification number - 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY _ _ _ _ HUMMEL AVENUE 6b Qualified dividends - - - - - - - - - - - LEMOYNE PA C IRS Center where artnershi filed return - - - - - - - - - - - - - - - P P 7 Royalties CINCINNATI OH - 8 Net short-term capital gain (lass) D ~ Check if this is a publicly traded partnership (PTP) 9a Net long-term capital gain (loss) Alternative minimum tax (AMT) items - Information About the Partner Bb Collectibles gain (loss) E Partner's identifying number _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 9c Unrecaptured section gain F Partner's name, address, city, state, and ZIP code Net section gain (loss) Tax-exempt income and nondeductible expenses FREDERICK E. KESSLER Other income (loss) GREENFIELD DRIVE - CARLISLE PA - G X General partner or LLC Limited partner or other - - - - - - - - - - - - - - - member-manager LLC member - - - - - - - - - - - - - - - - H X? Domestic partner ~ Foreign partner Distributions I What type of entity is this partner? INDIVIDUAL Section deduction A - _--_-__--.L__. J Partner's share of profit, loss, and capital (see instructions): Other deductions Beginning Ending _ Other information Profit ~ $ Loss g $ - Ca ital s• o - 0 ~ - Partner's share of liabilities at year end: Self-employment earnings (ions) Nonrecourse $ - Qualified nonrecourse financing........ $ Recourse $ 7 "See attached statement for additional information. L Partner's capital account analysis: F Beginning capital account $ 1 , R° Capital contributed during the year..... $ I Current year increase (decrease) , $ s Withdrawals and distributions.......... $ ( u Ending capital account $ E X Tax basis o ? GAAP ~ Section 704(b) book ~ Other (ex lain v BAA For Paperwork Reduction Act Notice, see Instructions for Form Schedule K-1 (Form ?TPA0312L izrl~ms Final K-1 Amended K-1 O'v18 Na. Forme1D65) K.1 ! Partner s Share of Current Year Income, For calendar year or lax Deductions Credits and Other Items Department or the Treasury year beginning , 1 Ordinary business income (loss) Credits Internal Revxnue S*Mce endiaq - Partner's Share of Income, Deductions, 2 Net rental real estate income (loss) Credits etc. s See separate instructions. 3 Other net rental income (loss) Foreign transactions ~a~rt>ti Information About the Partnership _ _ _ _ _ _ _ _ _ _ _ _ 4 Guaranteed pa ents A Partnership's employer identification number - - 5 Interest income B Partnership's name, address, city, state, and ZIP coda - 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualified dividends LEMOYNE PA C IRS Center where artnershi filed return - - - - - - - - - - - - - - - P P 7 Royalties CINCINNATI OH - B Net short-term capital gain (loss) D ~ Check if this is a publicly traded partnership (PTP) 9a Net long-term capital gain (loss) Alternative minimum tax (AMT) items s:~'.>``: Information About the Partner 8b Collectihles gain (loss) E Partner's identifying number _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 9c Unrecaptured section gain F Partner's name, address, city, state, and ZIP code Net section gain (loss) Tax-exempt income and nondeductible expenses CHARLES L. ZOLL, JR. Other income (loss) FOXCROFT DRIVE - CAMP HILL PA - G X General partner or LLC Limited partner or other - - - - - - - - - - - - - - - member-manager LLC member - - - - - - - - - - - - - - - - H X? Domestic partner Foreign partner Distributions What type of entity is this partner? INDIVIDUAL Section deduction A - ----------L---• J Partner's share of profit, loss, and capital (see instructions): Other deductions Beginning Ending _ Other information Profit $ $ Loss $ $ - - Ca ital $ $ Self•em Partner's share of liabilities at year end: ployment earnings (loss) Nonrecourse $ _ - Qualified nonrecourse financing........ $ Recourse $ 7 . *See attached statement for additional information. L Partner's capital account analysis: r Beginning capital account $ 1 , p° Capital contributed during the year..... $ I Current year increase (decrease} $ s Withdrawals and distributions......... , $ ( u Ending capital account $ . E 0 X Tax basis ~ GAAP ~ Section 704(b) book ~ Other ex lain r BAA for Paperwork Reduction Act Notice, see Instructions for Form 1D65. Schedule K-1 (Form P7PA0312L ' ^oo~ Final K-1 Amended K•1 OMB Nu. fx199 Schedule K-1 L Partner s Share of Current Year Income, (Form ; l!~~II Far calendar year ar lax Deductions Credits and Other Items Department of the Treasury year beginning , 1 Ordinary business income (loss) Credits Internal Revsnue Service ending - Partner's Share of Income, Deductions, 2 Net rental real estate income (loss) Credits etc. 6 t See separate instnrrctions. 3 Other net rental income (loss) Foreign transactions Pbrt`# Information About the Partnership _ _ _ _ _ _ _ _ _ 4 Guaranteed paym s A Partnership's employer identification number 5 Interest income B Partnership's name, address, city, state, and ZIP code - 8a Ordinary dividends WEEAL COMPANY _ _ _ HUMMEL AVENUE 8b Qualified dividends - - - - - - - - - - LEMOYNE PA C IRS Center where artnershi filed return - - - - - - - - - - - - - - - P P 7 Royalties CINCINNATI OH - 8 Net short-term capital gain (foss) D Check it this is a publicly traded partnership (PTP) 9a Net long-term capital gain (loss) Alternative minimum tax (AMT) items Information About the Partner 9b Collectibles (28°h) gain (loss) E Partner's identifying number _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 9e Unrecaptured section gain F Partner's name, address, city, state, and ZIP code Net section gain (loss) Tax-exempt income and nondeductible expenses DALE W. ZOLL Other income (loss) BLACKLATCH LANE - - - - - - - - - - - - - - - CAMP HILL PA - G X General partner or LLC Limited partner or other - - - - - - - - - - - - - - - membar-manager LLC member _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ H X? pomestic partner Foreign partner Distributions What type of entity is this partner? INDIVIDUAL Section deduction A 6 _ ______-___L__L J Partner's share of profit, loss, and capital (see instructions): Other deductions Beginning Ending _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Other information Profit ~ ~ Loss $ ~ - - - Ca ital ~ g - Partner's share of liabilities at year end: Self-employment earnings (loss) Nonrecourse $ - - ualified nonrecourse financing........ $ Recourse . $ . *See attached statement for additional information. L Partner's capital account analysis: r Beginning capital account $ rt Capital contributed during the year..... $ I Current year increase (decrease) $ 6 s Withdrawals and distributions.......... $ ( 6 u Ending capital account......... s $ E O X Tax basis ~ GAAP Section 704(b) book ~ Other ex lain v BAA For Paperwork Reduetlon Act Notice, see Instructions for Form Schedule K-1 (Form PTpA0312L I2l15/08 FEDERAL STAtEMENTS PAGE 1 CLIENT WEEAL COMPANY 04:12PM STATEMENTI FORM SCHEDULE L, LINE ~ • p OTHER LIABILITIES BEGTNNTNG _ ENDING SECURITY DEPOSITS . $ S_ TOTAL $ $ STATEMENT 2 FORM LINE OTHER EXPENSES PROPERTY A: RESIDENTIAL RENTALS - LEMOYNE, PA PROPERTY B: - PROPERTY C: - PROPERTY D: - PROPERTY A PROPERTY n ~'ROP .RTy PROP .RTY D GROUNDS MAINTENANCE $ . MANAGEMENT FEES . . . PAINTING AND DECORATING PEST CONTROL . 3 SUPPLIES ~ . TOTAL $ - ~ U.S. Return of Partnership Income OMB No.tsd5-0099 Form For calendar year or tax year beginning , ^ Department of the Treasury ending , /oo~ Internal Revenue Servks ? See se ante instructions. A Principal business activity D EmployarideMineation Use the number RENTALS IRS WEEAL COMPANY label. B Prlndpal product or service ether. HUMMEL AVENUE E Date business started wise, M RENTALS LEMOYNE, PA D print a U C Bualness cods number or type. F Total assets (see Instrs) $ G Check applicable boxes: Initial return Final return Name change Address change Amended retum H Check accounting method: X Cash Accrual Other (specify)..... ? Number of Schedules K-1. Attach one for each person who was a partner at any time during the tax year ? 4 J Check if Schedule M-3 attached........... - - - - - - T-t f I Caution. Include on trade or busyness rncome and ex nses on lines la throw h below. See the instructions /or more information. 1 a Gross receipts or sales 1 a ~3;:;s:: ..~.c Less returns and allowances 1b 2 Cost of goods sold (Schedule A, line 2 fV 3 Gross profit. Subtract line 2 from line lc . 3 ~ 4 Ordinary income Qoss) from other partnerships, estates, and trusts M (attach statement) 4 E 5 Net farm profit Qoss) (attach Schedule F (Form 5 6 Net gain (loss) from Farm Part II, line (attach Form 6 7 Other income Qoss) (attach stafement) 7 8 Total income oss Combine lines 3 throw h 7 • , , , . , , . , 8 s E ' E 9 Salaries and wages (other than to partners) Qess em to ment credits P Y ) 9 N Guaranteed payments to partners s Repairs and maintenance R Bad debts u D c Rent E r D c Taxes and licenses U s Interest C 16a Depreciation (i/required, attach Form . ~rk.~ l R b Less depreciation reported on5chedule A and elsewhere on return..... 16b 16c ~ Depletion (Do not deduct oil and as de letion. N ~ 9 P ) S I Retirement plans, etc I Employee benefit programs r A Other deductions r (attach statement) ZO 0 N s Total deductions. Add the amounts shown in the far ri ht column for lines 9 throw h Ordina business income ss .Subtract line from line 8 ~ Under penalties of Penury, I declare That 1 have ssamined this return, including accompanying schedules and statements, and to the bast of my Imowledga and belie(, n b true, correct, and complete. Dedaratbn of prspuar (other than general partner or lim~itted liability company member manager) is bayed on all intormalion of whkh Sign Preparer has any knowledge. Here ? ,MANAGING PARTNER ? Mayy the IR$ discyss this return Signature or general partner or limftsd liabinty comp bey manager wlm tM pre~arer be Date (sss instrs). Yes No Pra rar's Date Praparv's SSN or P71N Paid g~9r' ~ CPA Check it aelr. • ~ emplo ed.... P00642780 Preparer's ~;;m ~;;;;e R. WM. WI ASSOCIATES P.C. Use Only ea~s°Iand)' ? S. 19TH STREET EIN ? zlP code CAMP HILL PA Phone no. BAA For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. PTPAO105L 12rnro~ Form Form WEEAL COMPANY Pa e 2 Cost of Goods Sold see the instructions - Inventory at beginning of year 1 2 Purchases less cost of items withdrawn for personal use 2 3 Cost of labor 3 4 Additional section 263A costs ~ O nD (attach statement) r... 4 5 Other costs ~J (attach statement) 5 6 Total. Add lines 1 through 5 6 7 Inventory at end of year 7 8 Cost of goods sold. Subtract line 7 from line Enter here and on page line 2 8 9a Check all methods used for valuing closing inventory: (q Cost as described in Regulations section Qi) Lower of cost or market as described in Regulations section (iii) Other (specify method used and Mach explanation} ? Check this box if there was a writedown of 'subnormal' goods as described in Regulations section 1.471-2(c) • cCheck this box if the LIFO inventory method was adopted this tax year for any goods (if checked, attach Form ~ d Do the rules of section 263A (for property produced or acquired for resale) apply to the partnership? Yes No a Was there any change in determining quantities, cost, or valuations between opening and closing inventory?........... B Yas No If 'Yes' attach ex lanation. . ~z„ Other Information 1 What type of entity is filing this retum? Check the applicable box: Yss No a ~X Domestic general partnership b Domestic limited partnership „f „ <,,~•y r e Domestic limited liability company d Domestic limited liability partnership ~ e Foreign partnership f Other.... ? t'~# , . 2 Are any partners in this partnership also partnerships? X 3 During the partnership's tax year, did the partnership own any interest in another partnership or in any foreign entity that was disregarded as an entity separate from its owner under Regulations sections and If 'Yes,' see instructions for required attachment X 4 Did the artnership file Form Election of Partnership Level Tax Treatment, or an election statement under section 6231(a)~1)(B)(ii) for partnership-level tax treatment, that is in effect for this tax year? See Form for more details X 5 Does this partnership meet all three of the following requirements? • a The partnership's total receipts for the tax year were less than s!iµF v«::...:..;. b The partnership's total assets at the end of the tax year were less than and y.:4:~~ s~~; c Schedules K•1 are filed with the return and furnished to the partners on'or before the due date (including extensions) "'~%z~' for the partnership return. ~~:%,a.. >±'K"s. If 'Yes,' the partnership is not required to complete Schedules L, M-1, and M-2; Item F on page 1 of Form or Item L on Schedule K-1 X 6 Does this partnership have any foreign partners? If 'Yes,' the partnership may have to file Forms and See the instructions 7 Is this partnership a publicly traded partnership as defined in section 469(k)(2)? X 8 Has this partnership filed, or is it required to file, a return under section to provide information on any reportable transaction? X 9 At any time during calendar year did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? See the instructions for exceptions and filing requirements for Form TD F 9D-22.1. If 'Yes,' enter the name of the foreign country. ~ X During the tax year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? If'Yes,'the partnership may have to file Form See the instructions X Was there a distribution of property or a transfer (for example, by sale or death) of a partnership interest during the tax year? If 'Yes,' you may elect to ad ust the basis of the partnership's assets under section by attaching the statement described under Elections ~ade By the Partnership in the instructions X Enter the number of Forms Return of U.S. Persons With Respect to Certain Forei n Partnershi s, attached 9 p « o is return 0 ;,.:;:.::~;s;:~::;:<;:<.;. Designatlon of Tax Matters Partner (see the instructions) Enter below the general partner designated as the tax matters partner (TMP) for the tax year of this return: Name of Identifying designated TMP ? ROBERT E. KESSLER number of TMP ? Address of SIMPSON FERRY ROAD designated TMP ? NEW CUMBERLAND PA Form PTPA0112L • Form 1 WEEAL COMPANY Pa e 3 Partners' Distributive Share Items Total amount • 1 Ordinary business income (loss) (page line 1 2 Nel rental real estate income (loss) (attach Form 2 . 3a Other gross rental income (loss) 3a b E~enses from other rental activities (attach stmt) 'i> e Other net rental income (loss). Subtract line 3b from line 3a . . e 4 Guaranteed payments 5 Interest income 5 Income 6 Dividends: a Ordinary dividends 6a (Loss) :;::,::>:::;:;<:>:<: b Qualified dividends 6b x:;;:,;s>>::~:: 7 Royalties 7 8 Net short-term capital gain (loss) (attach Schedule D (Form 8 9a Net long-term capital gain (loss) (attach Schedule D (Form 9a ollectibles gain Qoss) 9b ::::>h::f<';v'.;•`:? ~;k.; io>,.. e Unrecaptured section gain (aftachstatenrent) 9e Net section gain (loss) (attach Form Other income loss see instructions T e ~ Section deduction (attach Form Dadue- 13a Contributlons 13a lions b Investment interest expense 13b e Section 59(eX2) expenditures: TYpe ' Amount ? 13e dOther deductions see instructions T e ? d Sei}_ 14a Net earnings (loss) from self-employment 14a meM Y b Gross farming or fishing income 14b c Gross nonfarm income . . 14e 15a Low-income housing credit (section 42U)(5))••.•~•••••••~•••••••~ 15a bLow-income housing credit (other) 15b Crodks c Qualified rehabilitation expenditures (rental real estate) (attach Form . 15e d Other rental real estate credits (see instructions). Type ? 15d e Other rental credits (see instructions) Type ? _ - 15e t Other credits see instructions T ? 15f 16a Name of country or U.S. possession ? ;~~?~`;r b Gross income from all sources . b c Gross income sourced at partner level 16e Foreign gross income sourced at partnership level !"s>`::z:'i Foroign d Passive category ? - - - - - - - - e General category ? - - - - - - - _f Other ? 16f Trans- Deductions allocated and apportioned of partner level actlons g Interest expense _ _ _ _ _ _ _ _ _ _ _ h Other ? h Deductions allocated and apportioned at partnership level to Poreign source income <>?<:?; s:.:.;:.;;:; i Passive category ? - - - - - - - - j General category ? - - - _ _ _ kOther....... ? k Total foreign taxes (check one): ? Paid ~ Accrued ~ mReduction in taxes available for credit (attach statement) 16m n Cher forei n tax information attach statement >:;:>:~><r.>?:i£ :i>:?i>~>i!!:!:::::;;;;:~:h;.::;:;;:;. 17a Post-7986 depreciation adjustment 17a Alternative b Adjusted gain or loss 17b Minimum c Depletion (other than oil and gas) , • , , , 17c Tax (AMT) d Oil, gas, and geothermal properties -gross income 17d Items a Oil, gas, and geothermal properties -deductions 17a ( Other AMT items (attach stmt) . t 18a Tax-exempt interest income 18a Other b Other tax-exempt income b Intor• c Nondeductible expenses 18e oration 19a Distributions of cash and marketable securities . 19a b Distributions of other property b 20a Investment income 20a b Investment expenses 20b c Other items and amounts attach stmt ' l3AA Form PTPA013dL Form 10f~5 FIEEAL COMPANY Page 4 Anal sis of Net Income Loss • Net income (loss). Combine Schedule K, lines 1 through From the result, subtract the sum of Schedule K lines throw h 13d and 1 2 Analysis by Corporate Qi) Individual pip Individual pv) Partnership (v) Exempt (vi) Nominee/Other partner type; (active) (passive) organization a oa"°`~ . partrars . b Li~sd Balance Sheets er BOOks Beginning of tax year Endo ax year Assets (a) (b) (e) ' .4v Nxv Vii.. 'jl: 1 Cash t;:> ~ ::i.<. :::;k«w~,::::::s'{::•i::..y?:'~: LO h>::_ .:.::::^:..:i.:ii.Y:.....,.::.. e notes d :~;>";<":rs:::s::i.::<}.~:•: i;: a 2a Trad an accounts receivable........ ~,:,ii?i~,::::;.; b Less allowance for bad debts . 3 Inventories . ' i::;;:w.t~ :'Y<>~ 3::i:<}:<;:: '~`'..s,x:.: i'i ~ "S'" y:':,::?:Y::...K:. ~i~xi•'afi~Y`'n:;~,>:%' 4 U.S. overnment obli ations '!>::~'•:ssi3.n;r`.sxs..'.... 'Ys<r?~"~i: ~}ax':;x `:obi:};iz;~?,:'•. t; ::Yn. ~::.:::.:•.;YY,: ~:»;r::::}.<w, :~i~'f. a~~~' ~ Y ,u,.~.c>r.,.:~.:YY:ix.Y>.YY«:<.>:i<E'.x i,a; 5 Tax-exempt securities . `><:n>;'~: ~Y,c. .s~:' ,,:;u;.;,s,v 6 Other current assets (attach stmt) %3:n~<~:s,„*<,~r:.<"t~:~u~; , 'w};'s~~`u~.#~:;~s'~`.,£~; ~'~;~r 7 Mortgage and real estate loans s•' ..rsY''yY:~,~`s::: v:~.. '%r's. : •i, °~r•:~:>: 8 Other investments (attach stmt) :k~;<>..<.;',~:•`n ;ex",~•'~•:"•w} '.r<:~: f .}5f:;::,',%?Y}.:p,'" ::}h .~L:: -q ~ ~ f.:::::}n.~Y.. '':N;,:a;<j:.:. R:SY' J/:i~t:+Y.'^: •::fy'4rn.: ••:i:•:,:.: d::•Y;: 'ViY.:' h.• 9a Buildings and other depreciable assets...... N;,;;fi_<,~.,~a~,<.~:~>;~st;; ~~~`r<'.;;~•'.yt.>::<:a."'a>v bLessaccumulateddepreciation ,.Y.,,Y>~~.t~~„~~~h~j~~F~} 10a De letable ass s. ':;<s~;>~::::~;:<?` .::.Y:.: .v..;;»: p et i ~ : :vv l 1;:.~•~i'h:4F :.YA..'}`~'i. Y:. Y. b Less accumulated depletion . Land (net of any amortization) it:; ;:;y.;;;::~.;.,~;;,;~'~~r<_>st,:: 12a Intangible assets (amortizable only)......... i,iir,';~,y:<'i ~:,r:„?~>.S. ;:;;;~,i• • y, t^~; b Less accumulated amortization . Other assets (a ach ) <.v;~ ` .k<~~s• " ~,o`''`~ "SYvr . n Stmt .Y .,,'~'~~•.v ,t. ~ ~ : ,x Y Total assets . Y:f~?iac?" < v< :,..<.,Y.i.:., } s'.,, ,a h,} :t.•:. ~,jK~ • .):}v:i5ix'¢¢i~:: ii3~;ii:Y . i4•t\i"': +9\C4 ''F:`:ji•":~lYl. :h ri:S:L~n{, 'i•.:f:ti3:~•:,Y,.;Y'~~Y, ~ :iv. ,Y. : $,,,n•}ti9~L4:i::'."~::~$i'•''i•:} ~ }>nC Y:y;,::FVn p j '::y LiebllFtles and C flat +i2r:Y 54i::+ :r.'~'x• i6!`{{~•'.:. ivh?fi'• ^u+Yv.' ap f•+~3:.. `.}::b:: '~'ik~b•,:n::Y$3FO%:::;`:: iK...Ca r: :Sm:!v,+4•. ' ~,a»e'~`i?, :2,`i~ .:.:~a::.:e Y:.;6~~~i~'.:x::<;:Y;: ,.r{.:'tGx.Y.:.: u: ...f« ;:Saw,..:. .,:y~;;,x•+:.~Y.;Y ....,:}.Y,.oi:,::::.?[::p:}k:: e..:.{}{: {.:a v.GN •L,. Y:'1,.:::~: \.~...::M v.Y ~.Y •v:~~:.F: Accounts payable -::a.. ~`'•r° ;~~.;:::'s»~:;•}..>:x;:a~::'::v>:;>: . ~ ~::AM::. y^. ".S: ;ii;+!+;: Y?, :':!:usY;:'W f:~~~y`~".!F:+'""}f»;>;' rtgages, notes, bonds payable in less than i year :.;,~s 4 f;jt'^~~ 4~:P ::ry::R~ ~R:'F.;:O. ~,YV, i~~ ~Sv. W.v.v Vii,'}.}v} '.:K.i s } $.v~i.}li 4Y '>i:,i..::•!.;'(}:.v:'FA'v ?'~~:if}+.F. ":`yy.': Other currant liabilities (attach stmt) „i; z?:~,::}ss,•~:..,rgi.~.Y••Y : S ' ls.:'..:;..Y:i:>^i:;;>a.;,s::,~~~.,:: :;«o}...}:fir..^:<b,.~' ~ :...:.~t'yk.;~y::.,:.:.}:t:.::::.}:: 1s All nonrecourse loans . , i~z:'e&. ,,i. ,'>.•saY~;:'•ut'~'Y'f:;e,':i ' : :•Y'F„„<:!';•.'~,~~:%: s~^`•~aYY;:'~Y• ~~~ix: Ffiti}~X; .rv:~<`'~M~;~,'uJ/~"'%:.yrfixy .•,Y;.;,.f`.:`; <^'xN+'p~..Q:(.. {^.,Y.,,%~' ''e':v +;YY::;%:•,~;YY.:~Y:•.:, Mortgages, notes, bonds payable in 1 year or more..... ',?~~;:rs . x:>~;'^^'"~,rc.' :t~'m€:s:;,~y;~ ;;;f~;>,;::' }.~Y:t'f~~~::,riA~::Y.Y,::i:;;: •::si:}ri:ji:Y:.:7i.; ~:N::v:i: i'Y';::: : is }::iY.::Yl:+}„n:iyi•: <'++.!}^•i^.~:i:,YY:; Dtl>er li i '<<;'~:~~+v Y:: '2r4.b..~:.ni. •::Yii. y'.Y:,'adi::ini:,; abilites(attachstmt)........SEE..ST..1. `~><,:...Y..~i.>.:a~' .r`~,..~. ~~'kr<Va:::s:Y:f..:q:.'..„.:.Y. Y' y~;',:~,;`:K.„xY:~~~~;Y~s.Y:~ ;.;i.~r~~r,„w;,:>:,.k:>,<y~<,i}:> :,y.i;'.a:yr.+n.:. anY~nr<:w~:':;"~:: ...::,Y:: ,:.re .u: Z1 Partners capital accounts :.,hKY::~<:}~'§';r,:>,Y,~•x.H,.:,<^,'S'> 5 Yx¢`::yt::?,:~ <:tii:2's,~~:":~;:; ::Y:'t':L~.'•:: /l•yf.,•Y•:.2p}Y0: .}Y.Yi ^i:) ryNH•Yi.: Y,^: .Y:Y~~.S:~~yJ'1.^:fA`.,{: }u{nxN},:ii,Y:.Y:}:: ,}'":i^ Total liabilities and ca ital <•};?t:~,;•x'.:;.... ' Y: ;;;~::r:.. • . ~ Reconciliation of Income (Loss) per Books With Income (Loss) per Return Note. Schedule M-3 ma be re utred instead of Schedule M-1 (see instructions). 1 Net income (loss) per books 6 Income recorded on books this year not 2 Income included on Schedule K, lines included on Schedule K, lines 1 through 3c, 6a, 9a, and not (itemize): recorded on books this year (itemize): aTax-exempt interest $ 3 Guaranteed pmts (other than health insurance) 7 Deductions included on Schedule K, lines 1 through 13d, and not charged against book income this 4 Expenses recorded on books thisyyeeerr net included year (itemae): on Schedule K, lines 1 through 13d, and (itemize): a Depreciation $ aDepreciation $ bTraveland entertainment $ _ _ _ _ _ _ 8 Add lines 6 and 7 . 9 Income (loss) (Analysis of Net Income (Loss), line i). 5 Add lines 1 throw h 4 . Subtract line 8 from line . : Anal sis of Partners' Ca ital Accounts 1 Balance at beginning of year......... , , . 5 6 Distributions: a Cash . 2 Capital contributed: a Cash........... , b Property. b Property......... 7 Other decreases (itemize) 3 Net income loss ( )per books Other increases (itemize): 8 Addlines6and7........................ 5 Add lines 1 throw h 4 9 Balance at end of ear. Subtract line 8 from line 3 , P7PA0134L form Form Rental Real Estate Income and Expenses of a ~,b„ Partnership or an S Corporation oMe No. I~ne1 Reir1 enw Service ry ? Attach t0 Form 1 Form , 0~65n-t3, or Fonn Name Empbyer ideMifkeBon numMr WEEAL COMPANY 1 Show the kind and location of each o e .See a e 2 to list additional ro roes. A RESIDENTIAL RENTALS - - LEMOYNE PA B D Pro ertles Rental Real Estate Income A g C D 2 Gross rents . 2 . Rsrrtal Raal Estab Expenses 3 Advertising 3 4 Auto and travel 4 5 Cleaning and maintenance............ 5 6 Commissions 6 7 Insurance 7 6 1 O1. 8 Legal and other professional fees...... 8 1 1 2 9 Interest 9 1 5 Repairs Taxes 2 7 Utilities Wages and salaries Depreciation (see instructions)......... Other (list) _ _ _ _ SEE STATEMENT 2 _ _ _ _ _ _ _ Total expenses for each property. Add lines 3 through . Total gross rents. Add gross rents from line columns A through H . 7 . Total expenses. Add total expenses from line columns A through H Net gain (loss) from form Part II, line from the disposition of property from rental real estate activities a Net income (loss) from rental real estate activities from artnerships, estates, and trusts in which this partnership or S corporation is a partner or beneficiary from Schedule K•1) ZOa b Identify below the partnerships, estates, or trusts from which net income (loss) is shown on line 20a. Attach a schedule if more space is needed: Name Employer identification number Net rental real estate income (loss). Combine lines through 20a. Enter the result here and on: . • Form or Schedule K, line or _ - v. • Form 1065-B: Part I, line 4 t AA For Paperwork Reduction Act Notlce, see the separate instroctlons. Form SPSZOIOIL - Final K-1 Amended K-1 prole No, lsa5.ooyy Schedule K-1 p'~# ! partner's Share of Current Year Income, (Form For calendar year cr lax Deductions Credits and Other Items I~t~nal wvsnus Serviceury year beginning , 2ao7 1 Ordinary business income (loss) Credits ending Partner's Share of Income, Deductions, 2 Viet rental real estate income (loss) Credits, etc. See separate instructions. 3 Other net rental income (loss) Foreign transactions ~ Information About the Partnership _ _ _ _ _ _ _ _ 4 Guaranteed paymen D A Partnership's employer identification number 5 Interest income B Partnership's name, address, city, state, and ZIP code 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualified dividends LEMOYNE PA - C IRS Center where partnership filed return 7 Royalties CINCINNATI OH - 8 Net short-term capital gain (loss) D Check if this is a publicly traded partnership (PTP) 9a Net long-term capital gain.Qoss) Alternative minimum tax (AMT) items Information About the Partner 9b,Colleetibles gain poss) - Partner's identifying number 9c Unrecaptured section gain F Partner's name, address, city, state, and ZIP code Net section gain (loss) Tax-exempt income and nondeductible expenses ROBERT E . KESSLER Other income (loss) SIMPSON FERRY ROAD - NEW CUMBERLAND PA - - G General partner or LLC Limited partner or other member-manager LLC member - H X? Domestic partner Foreign partner Distributions Section deduction A _ _ _ _ _ _ _ - X282 _ 1 What type of entity is this partner? INDIVIDUAL - J Partner's share of profit, loss, and capital: Other deductions Beginning Ending _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Other information Profit $ $ Loss $ $ - - Ca ital ~ $ - K Partner's share of liabilities at year end: Self-employment earnings (loss) Nonrecourse $ - - Qualified nonrecourse financing........ $ Recourse $ 8 *See attached statement for additional information. L Partner's capital account analysis: r Beginning capital account $ 2 a° Capital contributed during the year..... $ I Current year increase (decrease)....... $ s Withdrawals and distributions.......... $ ( u s Ending capital account $ 1 . E 0 X Tax basis ~ GAAP ~ Section 704(b) book N Other ex lain Y BAA For Paperwork Reduction Act Notice, see Instructions for Form Schedule K-1 (Form PTPA0312L - Final K•1 Amended K•1 Dote no, 1545.On99 Schedule K-1 / Partner's Share of Current Year Income, (Flinn 1t165> v« calendar v~r 2oov, or te. Deductions Credits and Other Items Department of the Treasury yea eeglnnlnq , 1 Ordinary business income poss) Credits Internal itevenua Servks sndinq Partner's Share of Income, Deductions, 2 Net rental real estate income (loss) Credits, etC. See separate instructions. 3 Other net rental income (loss) Foreign transactions Information About the Partnership ~ K 4 Guaranteed payments D A Partnership's employer identification number 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY - RUNNEL AVENUE 6b Qualified dividends LEMOYNE PA - C IRS Center where partnership filed return 7 Royalties CINCINNATI OH - B Net short-term capital gain (loss) D Check if this is a publicly traded partnership (PTP) 9a Net long-term capital gain poss) Alternative minimum tax (AMT) items - . Information About the Partner 9b ,Collectibles gain (loss) E Partner's identifying number - 9c Unrecaptured section gain F Partner's name, address, city, state, and ZIP code Net section gain poss) Tax-exempt income and nondeductible expenses FREDERICK E . KESSLER Other income (loss) GREENFIELD DRIVE ' CARLISLE PA - - G General partner or LLC Limited partner or other member•manager LLC member - H XD Domestic partner ~Forelgn partner Distributions Section deduction A I What type of entity is this partner? INDIVIDUAL - J Partner's share of profit, loss, and capital: Other deductions Beginning Ending _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ Other information Profit $ $ loss $ $ - - Ca ital $ $ - K Partner's share of liabilities at year end: Self•employment earnings (loss) Nonrecourse $ - - Qualified nonrecourse financing........ $ Recourse . $ 7 . "See attached statement for additional information. L Partner's capital account analysis: F 0 Beginning capital account $ 1 a Capital contributed during the year..... $ I Current year increase (decrease) $ s Withdrawals and distributions.......... $ ( u s Ending capital account $ 1 , ¢ 0 X Tax basis ~ GAAP ~ Section 704(b) book ~ Other ex lain Y BAA For Paperwork Reduction Act Notice, see Instructions for Form Schedule K-1 (Form PTPA0312L 12rslro~ Final K•1 Amended K-1 pore No. Schedule K-1 partner's Share of Current Year Income (Form ~I~• , For calendar year or lax Deductions Credits and Other Items Department oI IM Treasury year beginning , 1 Ordinary business income (loss) Credits Internal Revenue Service ending - Partner's Share of Income, Deductions, 2 Net rental real estate income (loss) Credits, etc. Sae separate instructions. ; Other net rental income (loss) Foreign transactions Information About the Partnership 4 Guaranteed payment D A Partnership's employer identification number 5 Interest income B Partnership's name, address, city, state, and ZIP code 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualified dividends LEMOYNE PA - IRS Center where partnership filed return 7 Royalties CINCINNATI OH - e Net short-term capital gain (loss) D ~ Check if this is a publicly traded partnership (PTP) 9a Net tong-term capital gain (loss) Aiternativeminimum tax (AMT) items Information About the Partner -collectibles (2s~) gain (loss) E Partner's identifying number - - - - - - - - - - - - - - 9e Unrecaptured section gain F Partner's name, address, city, state, and ZIP code Net section gain (loss) Tax-exemppt income and nondeductible expenses CHARLES L. ZOLL, JR. Other incomeposs) FOXCROFT DRIVE - CAMP HILL PA - G X General partner or LLC Limited partner or other - - - - - - - - - - - - - - - member-manager LLC member - - - - - - - - - - - - - - - - H XD Domestic partner Foreign partner Distributions I What t of anti ~ Section deduction A ype tyisthispartner. INDIVIDUAL J Partner's share of profit, loss, and capital: Other deductions Beginning Ending _ Other information Profit $ $ Loss $ $ - - -----i-------- Ca ital $ $ - K Partner's share of liabilities at year end: Self-employment earnings (loss) Nonrecourse $ - - - - - - - - - - - - - - - - - Qualified nonrecourse financing........ $ Recourse $ 7 'See attached statement for additional information. L Partner's capital account analysis: r Beginning capital account $ 1 n° Capital contributed during the year..... $ I Current year increase (decrease} $ s Withdrawals and distributions.......... $ ( u Ending capital account... s $ 1 . E O X Tax basis ~GAAP Section 704(b) book ~ Other ex lain Y BAA For Paperwork Reduction Act Notice, see Instructions for Form Schedule K-1 (Form PTPA0312L • ZOO7 Final K-1 Amended K•1 Done No. t5as o099 ~ ~ t. schedule K-1 ~ Partner's Share of Current Year Income, ' ~O"n X065) For ealender year or tax Deductions Credits and Other Items Sa ~01y y~r ~q+^^+^q , 1 Ordinary business income (loss) Credits snd'mq - Partner's Share of Income, Deductions, 2 Net rental real estate income (loss) Credits, etc. Sae separateinstruetions. 5 3 Other net rental income Qoss) Foreign transactions : " ` Information About the Partnership _ _ _ _ _ _ _ 4 Guaranteed payments A Partnership's employer identification number D 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualified dividends LEMOYNE PA C IRS Center where artnershi filed return - - - - - - - - - - - - - - - P P 7 Royalties CINCINNATI OH - B Net short-term capital gain (loss) D Check if this Is a publicly traded partnership Q'TP) 9a Net long-term capital gailt (loss) Alternative minimum tax (AMT) items Information About the Partner 9b .Collectibles gain Qoss) E Partner's identifying number _ _ _ _ _ _ _ _ _ _ _ _ _ _ 9e Unrecaptured section gain F Partner's name, address, city, state, and ZIP code Net section gain (loss) Tax-exempt income and nondeductible expenses DALE W. ZOLL Other income Qoss) BLACKLATCH LANE - CAMP HILL PA - G X General partner or LLC Limited partner or other - - - - - - - - - - - - - - - member•manager LLC member _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ H X? Domestic partner ~ Foreign partner Distributions I What type of entity is this partner? INDIVIDUAL Section deduction A 5 _ - ----------L--• J Partner's share of profit, loss, and capital: Ocher deductions Beginning Ending _ _ Other information Profit $ $ Loss $ $ - Ca ital ~ $ K Partner's share of liabilities at year end: Self-employment earnings (loss) Nonrecourse $ _ - Qualified nonrecourse financing........ $ Recourse . $ See attached statement for additional information. L Partner's capital account analysis: F Beginning capital account . $ e Capital contributed during the year..... $ t Current year increase (decrease) $ 5 s Withdrawals and distributions.......... $ ( 5 u Ending capital account $ 0 , E 0 X Tax basis ~GAAP Section 704(b) book N Other ex lain v BAA For Paperwork Reduction Act Notice, see Inst?uctions for Form Schedule K-1 (Form PTPA0312L +ir~tro7 FEDERAL STATEMENTS PAGE 1 CLIENT WEEAL COMPANY 04:38PM STATEMENTI FORM SCHEDULE L, LINE ~ ~ ~ OTHER LIABILITIES p BEGINNING ENDING SECURITY DEPOSITS $ . TOTAL , STATEMENT2 FORM LINE OTHER EXPENSES PROPERTY A: RESIDENTIAL RENTALS - LEMOYNE, PA PROPERTY B: - PROPERTY C: - PROPERTY D: - PROPERTY A PROPERTY B PROPERTY C PROPERTY D BOOIQCEEPING SERVICES $ GROUNDS MAINTENANCE MANAGEMENT FEES PAINTING AND DECORATING PLUMBING AND ELECTRICAL SUPPLIES 9 TOTAL a r1 ~ C - , U.S. Return of Partnership Income OMBNo.1545~tx)99 Form For calendar year or tax year beginning , oepertmppnnt of the Treasury ending , krtarraY RsvMw ServiG ? $y~ se a/ate Instructions. A Principal buakress actHify D Employer iderrtleutlon (Ise the number RENTALS ~abeL WEEAL COMPANY ~ O D B Principal product ur service Other- HUIrAlEL AVENUE ~ E Dete business started RENTALS LEMOYNE, PA p M C Buakwss code number o? type. F Total assts (sea inatn) ~ $ 4 Check applicable boxes: Initial return Final return Name change Address chance Amended return H Check accounting method: X Cash Accrual ~ Other (specify)..... ? I Number of Schedules K-1. AHach one for each person who was a partner at any time during the tax year . . ? 4 J Check if Schedule M-3 required (attach Schedule M3) Cautlon. Include on trade or business income and ex rases on lines la throw h below. See the instructions for more information. n~um 1 a Gross receipts or sales 1 a I b Less returns and allowances 1b 1c N C 2 Cost of goods sold (Schedule A, line 2 O 3 Gross profit. Subtract line 2 from line lt 3 M E 4 Ordinary income (loss) from other partnerships, estates, and trusts (attach statement) : 4 5 Net farm profit poss) (attach Schedule F (Form 5 6 Net gain poss) from Form Part II, line (attach FotTn 6 7 Other income poss) (attach statement) 7 8 Total Income ss Combine lines 3 throw h 7 8 s E E 9 Salaries and wages (other than to partners) (less employment credits) 9 l Guaranteed payments to partners 1D" N T Repairs and maintenance ~ Bad debts E T Rent O c Taxes and licenses C s Interest t6a Depreciation rd required, attach Form 45C>2) 16a ' T r I rt b Less depreciation reported on Schedule A and elsewhere on return..... 16b 16c O D letion o not deduct oN and as d Istlon. N ~ eP N 9 ep ) S M Retirement plans, etc I Employee benefit programs T A Other deductions r l (attach statement) 0 N s Total dsduetfons. Add the amounts shown in the far ri ht column for Tines 9 throw h ZD Ordinary businsss'income (loss). Subtract line from line 8 Credit for federaltele one excise tax aid attach Form llndsr pendtlp or psr(ray, I dadare that I larva sssmkrad thh return, Mdudbrg axompamikw ysche~Ap and stetamenh, and to tM best of m know) true, toned, and canplaN. Dscleratlon of prepenr (oaw tMn canard perfner a limit Ns6i1N eomperry member manager) is based on ae inlwmella~ot~whid ~ ~ Sign preparsr has any tvawladgs. Here ? Managing Partner ? ""a tree iRS dseuas this return Signature or general partner or limited Nabilily company member menagar Dats wi the pr ar (see insfn)7 X Yaa No Dais Preparsr's SSN a PTIN Prepare Paid signatur. CPA w"l~r' ? P00642780 Preparer's ~a;ma~s;~e R. WM. WIRE ASSOCIATES P.C. Use Only aaa~gl~•ddl, ? S. 19TH STREET EIN ? ziP cede CAMP HILL PA Phone no. BAA For Privary Act and Paperwork Reduction Act Notice, see separate instrurtlons. PTPnolos~ tvz9ia6 Form (2l)06) r ~ Form WEEAL COMPANY Pa e 2 5~ft!d~~ittys~...,; Cost of Goods Sold see the instructions 1 Inventory at beginning of year 1 2 Purchases less cost of items withdrawn for personal use . 2 3 Cost oflaboc 3 4 Additional section 263A costs ff--~~ (attach statement) L..J~ 4 5 Other costs ! 1 (attach statement) 5 6 Total. Add lines lthrough 5 6 7 Inventory at end of year 7 8 Cost of goods sold. Subtract line 7 from line Enter here and on page line 2 . 8 9a Check all methods used for valuing closing inventory: (il Cost as described in Regulations section Lower of cost or market as described in Regulations section (tiq Other (specify method used and attach explanation} bCheck this box if there was a writedown of 'subnormal' goods as described in Regulations section 1.471.2(c) c Check this box if the LIFO inventory method was adopted this tax year for any goods (it checked, attach Form ~ d Do the rules of section 263A (for property produced or acquired for resale) apply to the partnership? Yas No e Was there any change in determining quantities, cost, or valuations between opening and closing inventory?........... Yes No If 'Yes', attach ex lanation. . ~f>?~ Other Information 1 What type of entity is filing this return? Check the applicable box: Yes No a X Domestic general partnership b Domestic limited partnership >~r~Y.~4yt, e Domestic limited Ilabili corn an d Domestic limited liabili arfiershi ~i>~`>#` N P Y tY P P .~;,v e Foreign partnership f Other... ? <,3:;.H,=,;nk%~„;~. c 2 Are any partners in this partnership also partnerships? X 3 During the partnership's tax year, did the partnership own any interest in another partnership or in any foreiggn entity that was disregarded as an entity separate from its owner under Regulations sections and If yes, see instructions for required attachment X 4 Did the artnership file Form Election of Partnership Level Tax Treatment, or an election statement under section 6231(a)~1)(B)(ii) for partnership-level tax treatment, that is in effect for this tax year? See Form for more details......... X 5 Does this partnership meet all three of the following requirements. ~^"'r''"' a Tha partnership's total receipts for the tax year were less than s~ t''••~: b The partnership's total assets at the end of the tax year were less than and . c Schedules K-1 are filed with the return and tarnished to the partners on or before the due date (including extensions) ~ <~x~ ~Y for the partnership return. k ~t;:;4as:.., If 'Yes,' the partnership is not required to complete Schedules L, M•1, and M-2; Item F on page 1 of Form or Item N on Schedule K-1 X 6 Does this partnership have any foreign partners? If 'Yes,' the partnership may have to file Forms and See the instructions X 7 Is this partnership a publicly traded partnership as defined in section 469(k)(2)? X 8 Has this partnership filed, or is it required to file, a return under section to provide information on any reportable transaction?...,..... X 9 At any time during calendar year did the partnership have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? See the instructions for exceptions and filing requirements for Form TD F If 'Yes,' enter the name of the foreign country. ~ X During the taz year, did the partnership receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? If 'Yes,' the partnership may have to file Form Sea the instructions X Was there a distribution of property or a transfer (for example, by sale or death) of a partnership interest during the tax year? If 'Yes,' you may elect to ad'ust the basis of the partnership's assets under section by attaching the statement described under Elections ~ade By the Partnership in the insfructions . X Enter the number of Forms Return of U.S. Persons With Respect to Certain Foreign Partnerships, attached t~`? to this return . ~ 0 Designation of Tax Matters Partner (see the instructions) Enter below the general partner designated as the tax matters partner (rMP) for the tax year of this return: Name of Identifying designated TMP ? ROBERT E. IUrSSLER number of TMP ? Address of SIMPSON FERRY ROAD designated TMP ? NEW CUMBERLAND PA Form aTaAOiizL iu29ioc ~ n ~ ' ~ 1 Form WEEAL COMPANY Pa e 3 Schdtufe f~E . ;i Partners' Distributive Share Items Total amount - 1 Ordinary business income (loss) (page line . 1 2 Net rental real estate income (loss) (attach Form BB25) 2 . a ter gross rental income (loss) 3a - b Expenses from other rental activities (attach stint) 3 c Other net rental income (loss). Subtract line 3b from line 3a ,D 4 Guaranteed payments 5 Interest income Income 6 Dividends: a Ordinary dividends 6a (Loss) ualified dividends 6b ;:.:;::;<:.;.<.;;:.;;; 7 Royalties 7 8 Net short-term capital gain (loss) (attach Schedu/e D (Form 8 9a Net long-term capital gain (loss) (attach Schedule D (Form 9a b Collectibles gain (loss) 9b ` e nrecaptured section gain (attach stahrment) 9e Net section gain (loss) (attach Form Other income (loss (see inshuctions) T e ? Section deduction (attach Form Dedue- 13a Contributions 13a dons b Investment interest expense . . . 13b e Section 59(e)(2) expenditures: Type - - - - - - - - - - - - - - - - - - - ~ Amount ? 13e d Other deductions see instructions T e ? d SeM- 14a Net earnings (loss) from self-employmenk 14a meM Y b Gross farming or fishing income 14b e Gross nonfarm income 14e 15a Low-income housing credit (section 42Q)(5)) 15a bLow-income housing credit (other) 15b Credits c Qualified rehabilitation expenditures (rental real estate) (attach Form 15e d Other rental real estate credits (see instructions) . Type ? 15d e Other rental credits (see instructions) Type ? 15e 15f f Other credits see instructions T e ? a ame of country or U.S. possession ? b Gross income from all sources . 16b c Grossincome sourced at partner level 16c Foreign gross income sourced at partnership level ':'>'=:.:'s:<zs>: Foreign d Passive ? e Listed cat nes attach statement ? ? ~ ~ ~s>a`%~': _ _ _ _ _ _ _ _ . ~ ~ ( 1 _ _ _ _ _ _ _ f General limitation f Trans- Deductions allocated and apportioned at partner level ~J:ij:4 ~i. K?:~ ~nyiJ%.:i:i a ons glnterest expense ? _ _ _ _ _ _ _ _ _ _ h Other ? t6h Deductions allocated and apportioned at partnership level b /oreign source income i Passive _ _ _ _ _ _ j listed categories (attach statement) ? _ _ _ _ _ _ kGeneral limitation.. ? 16k i Total foreign taxes (check one): ? Paid ~ Accrued ~ mReduction in taxes available for credit (attach statement) . t6m n Other forei n tax information attach statement . *k«::<<!::!s:::<>>:?: 17a Post-1986 depreciation adjustment 17a Alternative b Adjusted gain or loss 17b Minimum c Depletion (other than oil and gas) 17e Tax d Oil (AMT) ,gas, and geothermal properties -gross income . 17d Items a Oil, gas, and geothermal properties -deductions 17a f Other AMT items (attach stmt . 17f 18a Tax-exempt interest income 18a Other b Other tax-exempt income 18b Infor- c Nondeductible expenses 18c mattan 19a Distributions of cash and marketable securities 19a . b Distributions of other property . . 19b 20a Investment income 20a b Investment expenses . 20b c Other items and amounts attach stmt . BAA Form P7PA0134L 12/01/nfi 9 ~ l A . ~ Form WEEAI, COMPANY Paae 4 Anal is of Net Income Loss 1 Net income (loss). Combine Schedule K, lines 1 through From the result, subtract the sum of Schedule K, lines throw h 13d and 1 2 Malysis by (i) Corporate h~ Individual (ii) Individual Ov) Partnership (v) Exempt (v0 NomineelOther partner type: (active) (passive) anization a General . pxtnen . b Limited tnsn ' . Balance Sheets er BOOkS Beginning of tax year E of tax year Assets (a) (b) (c) (d) 1 Cash 3 . ; T o 2a rode n tes and accounts receivable........ b Less allowance for bad debts' . 3 Inventories „ S ,Y fi i::Y:: L.i'.: p: .;:Y:2:'::y is i:t :~i{~y:i 4 U.S, overnment o li ons •:.:,>::2.:2Y:>:: b ah 9 9 2:6x•: YY„Y: ?t...:i.., :.:6Y:6i;YY;::.ii:,, : .,>.v..,...s>YY:6i: :2.x2.: i:::<:,, ::':'s%~ 5 Ta -exem x tsecur"e ib s' .:f•: P i..LY:Y: 3u:. :;~<;w:2,,: X22:>;: 6 Other current assets a na~n stmt . i2.:O:.:i:22:J:; :'•'.ii:24i:!: .i22it:v w:: v::: r.. ':$::dn:MYi :.:Y. i:: ny i::ii Y1fjh;,u:.;::, 7 Mort a e and YV<i::.<Y...:;, 9 9 real estate loans :..:'s:Y:: ;,..:..F2:.r:: Y:::6:>,::.>..<:::;Y.Y„:.2.>:,2:::Y u:H:1::n4: ~:i::2..h..i.yn::i. ;rig%•.:;;;'.p.Y~:.>:j'::;.:~:?f . L . p~(Y S . R. x~:Yr:.26, 8 Other investments attach stm ":"'........:.,...:.;::::::::::.,.h.:,:., z2::::•.•.:•.w. L::v:iG:i:?2:>:::::i'{~fii:: f'i:'N?i4 ii ii'r'iY`:^{~~'Y}::!n+V:; 9a Buildin sand other de reciable assets...... "a:222::,;. ,::v:M:LZZ<>:Y?:iii:>::Y;:::>:::;e: ?>YY;;:2>2Y:YV•xi:iyi~. ::.6:.::62..5x.::.:....:: 9 P 'A.......................,.....;:>.>::::>;„>: b Less accumulated depreciation hl a De leta e s a sets .:.yY,.:....::::. «s:#: p b Less accumulated depletion' ' ' ' • '...'..'........v..'.......... ;:,ys:;:::~ i2 y:;6~:Lx5:y: 2i i:i i:i;;i:2:::;k:; ;y,i.::....::.:.»: Land (net of any amortization) :.>v;;h~;~x~,,;;,:~~fi: ::..~,;:,;;;Y::.:~ n:: ,.,2.x2, ::.x«.x2:22.:•;.::: . . 12a Intan Ible SSet i::::33ivx::%a%>y i+ttij'i ii2~c9r•:;'/,q.,"4?yiY:•'•:/,,,;i:» a s amortizable onl f M6 b Less accumulated amortization . Other :..;t::::>;°s:.>::.:•,:; iscr::•w;>:i:::,:•.6.~„;.yY:.: assets (attach stmt) 2,Y;.. r,•:,v'.>i'~i2:;,.~Y:o: ':a::~';;..;:..:.:.?s:w.,,~,;;; ii;,c, 2 ^::,+z,8:ii: x. •.r:Sl: i~'%~;:;i%y,:2;;k c6^•..,'32::o„w:.,„„, ' s:+2•F.'f:`E~:•'~j;„.;: 2i 'YY.4 .;.::.r Ly 2Y?!5.:: . Total assets.. :..c;;v:;2Y.<• ~ yrs:.:~ ~ {.ir<2<:::.• Lr ?::;:<::Liii:..,:YY•..<:•. 'c KL •:L~ Lfi:~ii:xi' ii 2•r.;:2:YHYy#.: viY.{.Y:v:U.::. i. •SiJ.nY;iE:2i~i~~i:.~: •f'iv:{;tiin in'~•';: ..;IT.. .„<y.:.::Sr'::v;;:<i;e::,:;::L......:.::. v.a::.~:rox.: ...A„:LX . vw•x::.: ; ...Y• 'Li{~:$;i: Lr L:i>i:Y ',•..h,.„, ••5,2~6YY , , v. . Itias and Ca itat b;ii:i:i5a,':I P 6..x2.: :L;.i~:r:i::::::n:?: :.Y:LiW.i::5122:;::Y:2nn::i::'n,'LVIw/µqq~'`':SYY..Y:.ii ..:fY: iY:22;!Y?Y•:.,;Si;:i`::5:~ ?Y i~:„?)<::2{i,?•:e44i::; ..:.::Y:~:N:Y•:::::;::2265•.J/:ti::y,}r:^.::Y':'....: .,}:.iYn ~2n'f..Y:f:':.:i::2•?Y's:v': "'J.i2hii:0:':':'AN' Accounts a able...... i':,>:?';Y:2.6:a>:r.$.;~„ 2?YIX 6,Y P Y .'+ii: ~:i:'rii'2:?: n$;.F R''H:p:J.YF..Y)r:~ ri t;:R2.::,Q:,f:v:Y,.v ri:~{Lfti: .i„'/.vi „YY','••':{AV in R. <Cf J}~n w~• Mort es notes lands a le in less than 1 ar Y:,2~ 2.:2.:2::„::Y`>ts: ~w~ !mg p yob ye 4 . U,i~nC.x. ~:.Y: YL i:i.?Yi~RY `:i.~' ?•f?iii:••:•%:.,v,•.~<i,;„i:,v,'j„w',y2n{J Y~p~!; Other current liabilities (attach stmt).... ' . ' , ' iLa~;• ~;;f: . ? T' v.a ¢.y'7• ?$++.i: >i oi(N:. vx;vx:•M'x.. ~L:y' 4.y: All nonrecourse loans ~r>:::?93':,f „i. x32::; Y:,~~`,S~~•;~'~y,: A:•:;4~:' . 5•h?:: : dar?•:~ s'. 6 £;`~~vi. <~l'i>:~~h:Y,7,`.y~%)f:•':: ti;q F::i:Ji .L.LF~i?1 ::hipY Mort a es notes bonds ab a in 1 o m 255255/:Y.:R„2 :::;;>..•:s,>.:sj ~'s'>eN,r~:.v:s;'~' g g , , pay I year r ore... ::;;~:;u,...ry.~;.:. x:.>r': ,;::Lx•r,,YU>}~:'~:. ;vk,.nv,rki:2,;:.;o?iii y`LLi•``.:i:;,.:YSIi ,;~<r::i'~?i:;'.i~.i;:o:2.:Y .G: `o:;:. a;Y: n i2L: ~.i.: \:Lni 2v :n::2.Y::.:y.:v :24i::i:fi: ij:ii•::Y :2:..N£.;; Y(..' . ii.. h F Other liabilities (attach stmt)........SEE. ST..1' •6~>:cx~,~:$: Y::x•>x'::Y„.ic :.:::.:y:~2;:;:sx ..;;N::£r^i~:>'•. <~«>s2<:L;LLx::<w ..f>k::..:;..,,... `~r~:i:gi£,:.;v,;:~s; Y,Y::>:. ~s;!i:k`:i2:i~;y~°"x?sY~;~•~: ::::>:r'>;::::::::i;i;~~:~~Y:.~~. Partners' ca ital accounts. '•^~•':c'}'<"''~'~~" x.' w~£' F••x <•xw'~•, p :~:yss.,:'f';i.:k:~/.;...~2.•::',:^~.'•~•o7J4 3 :.;:~:>.;~yi. 5 T70. 2..z'2x::2tt,:;:.;rv:2.i<..x:#::?.YYs: ..~:e:v„.~:::t;:Y".'~:;,;• ~`yy~:'e~i" Total liabilities and ca ital. `~:%;~•'~>~`>'%'M' Y ~>y:`'~~ ~:"{:'r'2'„"'"";"..."'`:":'...'""` :•i:6Y..:.:i`: ~ 527.•:w:::;z;:.~;x;:a~ r`~3r;Yi ;Y.~~,;,? . :.s Reconciliation of Income (Loss) per Books With Income (Loss) per Return Note. Schedule M•3 ma be re wired instead of Schedule M-1 (see instructions). 1 Net income (loss) per books 6 Income recorded on books this year not 2 Income included on Schedule K, lines included on Schedule K, lines 1 through 3c, 6a, 9a, and not itemize): recorded on books this year (itemize): aTax-exempt interest $ 3 Guaranteed pmts (other than health insurance) 7 Deductions included on Schedule K, lines 1 through 13d, and not charged against book income this 4 Fxpenses retarded on books thi year not included year (itemize): on Schedule K, lines 1 through ~3d, and (itemize): a Depreciation. , $ aDepreciation...... $ bTrevel and entertainment - - - - - - - - - - 8 Add lines 6 and ' ' , . - - - - - - - - - - - - - - - - - - - - 9 Income (loss) (Malysis of Net Income (loss), line 5 Add lines 1 throw h 4 Subtract line S from line iE~€ Anal sis of Partners' Ca ital Accounts 1 Balance at beginning of year.' , 3 6 Distributions: a Cash 2 Capital contributed: a Cash............ bProperty b Property......... 7 Other decreases (itemize): Net income (loss) per books 4 Other increases (itemize): _______L____________ B Addlines6and7........... 5 Add lines 1 throw h 4 9 l3alance at end of ar. Subtract line (t from line 5 7 . arPnot3u 12/Otr06 Form 1 l ~ K ~ 1 FEDERAL STATEMENTS PAGE 1 WEEAL COMPANY STATEMENTI ~ O FORM SCHEDULE L, LINE O OTHER LIABILITIES BEGINNING ENDING SECURITY DEPOSITS TOTAL , 882x, Rental Real Estate Income and Expenses of a (Rev December Partnership or an S Corporation OMB Ne. Isas.l tae Department of the Treasury ~ See lestructlons. Internal Revenue Servx:e ? Attach to Form Form or Form 1120S. Name Empbyer idenlitlatlon number WEEAL COMPANY 1 Show the kind and location of each property. See page 2 to list additional properties. A RESIDENTIAL RENTALS _ _ _ _ _ _ _ _ _ _ - - LEMOYNE PA B - D Pro s Rental Real Estate Income A B C D 2 Gross rents 2 Rental Real Estate Expenses 3 Advertising 3 4 Auto and travel 4 5 Cleaning and maintenance............ 5 6 Commissions 6 7 Insurance 7 5 9 3 8 Legal and other professional fees...... 8 4 9 Interest 9 3 7 Repairs . Taxes 2 7 2 4 Utilities Wages and salaries Depreciation (see instructions)......... Other (list) _ _ _ _ _ _ _ _ _ _ GROUNDS MAINTENANCE MANAGEMENT_FEES _ _ _ _ _ _ _ _ . Total expenses for each property. Add lines 3 through la Total gross rents. Add gross rents from line columns A through H Total expenses. Add total expenses from line columns A through H........... Net gain (loss) from Form Part II, line from the disposition of property from rental real estate activities a Net income (loss) from rental real estate activities from artnerships, estates, and trusts in which this partnership or S corporation is a partner or beneficiary from Schedule K-i) 20a b Identify below the partnerships, estates, or trusts from which net income Qoss) is shown on line 20a. ``M Attach a schedule if more space is needed: 1 '<'>:r Name >k, Employer identification number >'s> Net rental real estate income (loss). Combine Tines through 20a. Enter the result here and on: • Fonn or Schedule K, line or <`S • Fo rm r B:Patll' ine 4 »>`s< BAA For Paperwork Reduction Act Notice, see the separate instructions. .'Form ti825 sPSZOtoI~ 12i1sro6 • r . ZOO Final K-1 Amended K•1 oMe No, Schedule K-1 Partner's Share of Current Year Income, For cabndar year or tax (Form 1or>7 ' ' >a1~"` Deductions Credits and Other Items in0eta~rnel ~Raveoiriue Serviace ry Year beginning ~ 1 Ordinary business income (loss) Credits ending Partner's Share of Income, Deductions, 2 Net rental real estate income (loss) Credits, etc. ? sees crate tnstrucNons. * ep 3 Other net rental income (loss) Foreign transactions Information About the Partnership 4 Guaranteed payment A Partnership's employer identification number 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualified dividends LEMOYNE PA C IRS Center where artnershi filed return - - - - - - - - - - - - - P P 7 Royalties CINCINNATI OH D Check if this is a ublicl traded artnershi - P Y P P (PTP) 8 Net start-term capital gain (loss) E Tax shelter registration number, if any F Check if Form is attached 9a Net long-term capital gain (loss) Alternative minimum tax (AMT) items - ' Information About the Partner 9b Collectibles gain (loss) G Partner's identifying number - - - - - - - - - - - - - - - 9c Unrecaptured section gain H Partner's name, address, city, state, and ZIP code Net section gain (loss) Tax-exempt income and nondeductible expenses ROBERT E. KESSLER other income (loss) SIMPSON FERRY ROAD - NEW CUMBERLAND PA - X General partner or LLC Limited partner or other - - - - - - - - - - - - - - - member-manager LLC member - - - - - - - - - - - - - - - - J QX Domestic partner Foreign partner Distributions K What type of entity is this partner? INDIVIDUAL Section deduction A - _-____-___L_-_ L Partner's share of profit, loss, and capital: Other deductions Beginning Ending _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Other information Profit $ $ Loss $ $ - - Ca ital ~ $ - M Partner's share of liabilities at year end: Self-employment earnings (loss) Nonrecourse $ _ _ _ _ _ _ - Qualified nonrecourse financing........ $ Recourse $ "See attached statement for additional information. N Partner's capital account analysis: r Beginning capital account $ 1 R Capital contributed during the year..... $ i Current year increase (decrease) $ s Withdrawals and distributions.......... $ u Ending capital account . $ 2 E 0 X Tax basis ~GAAP Section 704(b) book ~ Other ex lain ~ BAA For Privacy Aet and Paperwork Reduction Act Notice, see Instructions (or Form Schedule K-1 (Form PTPA0312L • Final K-1 Amended K•1 oM8 No. ISa5.0099 Schedule K•1 partner's Share of Current Year Income, (Form For calendar year ~ uur Deductions Credits and Other Items Department of the Treasury year baginnln0 1 Ordinary business income (loss) Credits Internal Revenue Service ending ~ - Partner's Share of Income, Deductions, Net rental real estate income (loss) Credits, etc. See separat. instructions. 3 Other net rental income (loss) Foreign transactions .;:~il't~<i=> Information About the Partnership D - - - - - - - 4 Guaranteed paymen A Partnership's employer identification number 5 Interest income 8 Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualified dividends LEMOYNE PA - C IRS Center where partnership filed return 7 Royalties CINCINNATI OH - D Check it this is a publicly traded partnership (PTP) 8 Net slwrt-term capital gain (loss) E Tax shelter registration number, if any F Check if Form is attached 9a Net long-term capital gain poss) Alternative minimum tax (AMT) items - < ~ Information About the Partner 9b Collectibles gain (loss) G Partner's identi in number fY 9 9c Unrecapturad section gain H Partner's name, address, city, state, and ZIP code Net section gain (loss) Tax-exempt income and nondeductible expenses FREDERICK E. KESSLER other income (loss) - GREENFIELD DRIVE _ CARLISLE PA _ I X General partner or LLC Limited partner or other member-manager LLC member - J QX Domestic partner Foreign partner Distributions Section deduction A _ _ _ _ _ _ _ _ X774 _ K What type of entity is this partner? INDIVIDUAL L Partner's share of profit, loss, and capital: Other deductions Beginning Ending _ _ _ _ _ _ _ _ 2g Other Information Profit $ $ Loss $ $ - - Ca ital $ $ - M Partner's share of liabilities at year end: Self-employment earnings (loss) Nonrecourse $ - - Qualified nonrecourse financing........ $ Recourse $ 8 "See attached statement for additional information. N Partner's capital account analysis: ? 0 Beginning capital account $ 1 R Capital contributed during the year..... $ I Current year increase (decrease) $ s Withdrawals and distributions.......... $ u s Ending capital account $ 1 , E 0 X Tax basis ~ GAAP ~ Section 704(b) book ~ Other ex lain ~ BAA For Privacy Act and Paperwork Reduction Act Notice, see Instructions for Fonn Schedule K-1 (Form PTPA0312L • • Final K•1 Amended K•1 OMB Na. Schedule K-1 F!~~€ Partner's Share of Current Year Income, (Form For calendar year or ta¦ Deductions Credits and Other Items Department of the Treasury year beginning , 1 Ordinary business income (loss) Cfedlts Internal Revenue Service ending , - Partner's Share of Income, Deductions, Net rental real estate income (loss) Credits, etc. ~ See separate instructions. 3 Other net rental income Qoss) Foreign transactions Information About the Partnership ~ 4 Guaranteed payment A Partnership's employer identification number 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualified dividends LEMOYNE PA - C IRS Center where partnership filed return 7 Royalties CINCINNATI OH - D Check if this is a publicly traded partnership (PTP) 8 Net start-term capital gain (loss) E Tax shelter registration number, if any F Check if Form is attached 9a Net long-term capital gain (loss) Alternative minimum tax (AMT) items - Information About the Partner 9b Collectibles (28°k) gain (loss) - G Partner's identifying number 9c Unrecaptured section gain Z00-24-0523 H Partner's name, address, city, state, and ZIP code Net section gain (loss) Tax-exempt income and nondeductible expenses CHARLES L. ZOLL, JR. Other income (loss) - FOXCROFT DRIVE _ CAMP HILL PA _ X General partner or LLC Limited partner or other member-manager LLC member - J XD Domestic partner ~ Foreign partner Distributions Section deduction A _ _ _ _ _ _ _ - _ K What type of entity is this partner? INDIVIDUAL - Other deductions L Partner's share of profit, loss, and capital: Beginning Ending _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ Other information Profit $ $ Loss $ $ - - Ca ital $ $ - M Partner's share of liabilities at year end: Selt-employment earnings (loss) Nonrecourse $ - - Qualified nonrecourse financing........ $ Recourse $ 8 "See attached statement for additional information. N Partner's capital account analysis: r 0 Beginning capital account $ 1 R Capital contributed during the year..... $ t Current year increase (decrease) $ s Withdrawals and distributions.......... $ u s Ending capital account $ 1 e 0 X Tax basis ~GAAP Section 704(b) book ~ Other ex lain Y BAA For Privacy Act and Paperwork Reduction Act Notice, see Instructions for Form Schedule K-1 (Form PTPA03121. , , - Final K-1 Amended K-1 o~aa No. Schedule K-1 III<; Partner's Share of Current Year Income, (Form for calendar year or tax Deductions Credits and Other Items Department of the Treasury year beginning 1 Ordinary business income (loss) Cfed11S Internal Revenue Service ending , - Partner's Share of Income, Deductions, Net rental real estate income (loss) 6 Cr@dlts, etC. See separate instructions. 3 Other net rental income (loss) Foreign transactions P!~jt~ > Information About the Partnership - - - - - - - - - - - 4 Guaranteed payments D A Partnership's employer identification number 5 Interest income B Partnership's name, address, city, state, and ZIP code - 6a Ordinary dividends WEEAL COMPANY - HUMMEL AVENUE 6b Qualified dividends LEMOYNE PA - C IRS Center where partnership filed return 7 Royalties CINCINNATI OH - D Check if this is a publicly traded partnership (PTP) 8 Net short-term capital gain (loss) E Tax shelter registration number, if any F Check if Form is attached 9a Net long-term capital gain (loss) Alternative minimum tax (AMT) items - Information About the Partner 9b Collectibles gain (loss) G Partner's identifying number 9c Unrecaptured section gain H Partner's name, address, city, state, and ZIP code Net section gain poss) Tax-exempt income and nondeductible expenses DALE W. ZOLL Other income (loss) - BLACKLATCH LANE _ CAMP HILL PA X General partner or LLC Limited partner or other member-manager LLC member - J X? Domestic partner ~ Foreign partner Distributions Section deduction A _ _ _ _ _ _ _ _ _ 6 X021 _ K What type of entity is this partner? INDIVIDUAL Other deductions L Partner's share of profit, loss, and capital: 2D Other information Beginning Ending _ Profit $ k loss $ $ - - Ca ital $ $ - M Partner's share of liabilities at year end: Self-employment earnings (loss) Nonrecourse $ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Oualitied nonrecourse financing........ $ Recourse $ 1 *See attached statement for additional information. N Partner's capital account analysis: r 0 Beginning capital account $ R Capital contributed during the year..... $ I Current year increase (decrease} $ 6 s Withdrawals and distributions.......... $ 6 u s Ending capdal account $ E 0 X Tax basis ~GAAP Section 704(b) book ~ Other ex lain Y BAA For PNvacy Ad and Paperwork Reduction Act Notice, see Instructions (or Form lOti5. Schedule K-1 (Form PTPA0312L I2/OBlO6 . - . ~.„„,„x , ~ , e _ n' . ~ ~ 1 ' r 3 t 1 ~ ;I q ~~I ~x~ 4 ~ I li' yd l~ I i ~ i • ~ # t i f vst ~~s' t. ~f ]9t ~ ~ ;r~ ~i4 i r' , y ` A ~t t I t 'i ~ t{~ `L, rA ~ ~l a y Yt kil P ~ 3 0 U ) R7 G ~ a ~ c O ~ F r°. ~ W °n U F w W o ~ ¢ O a O ~ ~ M M1 N I~ m 0 W f0 ~ W N W Z rl O ~ s , U ~ W V ~ rl ~ r t~' LLac~~ ~e, o~~ow i w N a a a ~ O D r4( ; Z w ~ N N ~ Z r- N ~OE~ tT U O p',~PO'•U ~t~ ~ gip' i f'~ f~~ a F iC xi F h STONE LAFAVEB &SHEKLETSKI ATTORNEYS AT LAW BRIDGE STREET POST OFFICE BOX E OF COUNSEL DAVID H. STONE CHARLES H. STONE GERALD J. SHEKLETSKI Nsw ConassaLwxa. PA JON F. LAFAVER www.stonelaw.nec TELEPHONE FACSIMILE March u, Register of Wills of Cumberland County ~ r~' 1 Courthouse Square ~,~r",-, ~ ~ ~ Room `~'cn~ . Carlisle, PA ~ ` ~ j ~ ~ ~Tl O RE: Estate of Frederick E. Kessler ~J1 Estate No.: r Greetings: Please find enclosed two original Inheritance Tax Returns, and an original Inventory form in the above referenced estate. I am also enclosing a check in the amount of for additional probate fees. Enclosed is a copy of the cover page of the Inheritance Tax Retum and a copy of the Inventory form. Please time stamp those copies and return them to us in the enclosed self-addressed, stamped envelope, which I have provided for your convenience. Please note that these documents are being sent via regular United States Mail and this letter has been post marked on March Thank you for your attention and assistance in this matter. Please don't hesitate to contact us should you have any questions regarding this matter. Very truly yours, STONE LaFAVER &SHEKLETSKI tone DHS/jam Enclosures cc: Althea L. Kessler, Executrix