Loading...
HomeMy WebLinkAbout04-18-111,5056],0],05 REV- ~ 500 EX (oz-ii) (FI) PA Department of Revenue pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes ~,EPAATME"T °FaE,,E"°E County Code Year File Number PO BOX 28o6oi INHERITANCE TAX RETURN Harrisburg, PA 1128-0601 RESIDENT DECEDENT ~~ ~ I ~.. ~ ~-~-.~ . ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 041-10-8641 12/19/2010 03/28/1915 Decedent's Last Name Suffix Decedent's First Name MI DUNN CAMERON M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI N/A Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C>/~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) (~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust U 8. Total Number cif Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JAMES D. CAMERON, ESQ. (717) 236-3755 ..,~ First Line of Address 1325 NORTH FRONT STREET Second Line of Address City or Post Office State ZIP Code HARRISBURG PA 17011 c :r REGISTER OF a9l~L~ USE ONLY' ~r -- --~.~ _' _ ,~} -~ -~ _ ;:~. - - +...r.~ __ - _4 +::T> -~. .,. Y .;,.I __,_t -.._.._- ;. ~ - - , DATE FILED ~o ; _~ ~.: ~ (-'3 ~,j _, ,:_7 , ~..~~ ~~ ;- , - ., ,.... 1. l ~ !> ~~ __~ ,~ Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which oreoarer has anv knnw~arlna ~iviv 6u~tK5~N R ADDRESS /~1 .Y1 271 Hillcrest Road, c SIGNATt7F~ O ~REPl~R~R JSIBLE FOR FILING RETURN ~G9~J'~-- ~ ~ ~ Hill, PA 17011 DATE r c. (~ i 3 ~...'LO l ~ ryHN KcrKtStN IATIVE DATF_ .,.. l ~~ ~ ZJI 132~'North Front Street, Harrisburg, PA 17102 PLEASE USE ORIGINAL FORM ONLY _ Side 1 1,50561,0105 150561,0105 r 1 c ~,,, 7 J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedents Name: Cameron M. Dunn 041-10-8641 RECAPITULA TION 1. Real Estate (Schedule A) ........................................... .. 1. 181,900.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 225,610.95 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 350,667.76 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ...... . 6. 5,264.21 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested....... . 7. 132,967.09 8. Total Gross Assets (total Lines 1 through 7) ............................ . 8. 896,410.01 9. Funeral Expenses and Administrative Costs (Schedule H) .................. . 9. 33,875.42 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .............. . 10. 2,393.65 11. Total Deductions (total Lines 9 and 10) ................................ . 11. 36,269.07 12. Net Value of Estate (Line 8 minus Line 11) ............................. . 12. 860 140.94 13. Charitable and Governmental BequestslSec 9113 Trusts for which , an election to tax has not been made (Schedule J) ....................... . 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... . 14. 860,140.94 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 _ 15. 0 00 16. Amount of Line 14 taxable . at lineal rate X .0 45 860,140.94 1 g. 38, 706.34 17. Amount of Line 14 taxable at sibling rate X .12 17 0.00 18. Amount of Line 14 taxable at collateral rate X..15 1 g. 0.00 19. TAX DUE ......................................................... 19. 38,706.34 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 ],50561,0205 1,50561,0205 O J REV-1500 EX (FI) Page 3 Decedent's Complete Address: DECEDENT'S NAME CAMERON M. DUNN STREET ADDRESS 4305 MOTTER LANE CITY CAMP HILL Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments __ ____ _ 35, 000.00 B. Discount __ 1, 750.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. File Number STATE ~ ZIP PA ~ 17011 (1) __ 38, 706.34 Total Credits (A + B) (2) __ 36,750.00 (3) 0.00 (4) __ 0.00 (5) 1, 956.34 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ....... b. retain the right to designate who shall use the property transferred or its income ............................................ ^ • c. retain a reversionary interest d. receive the promise for life of either payments, benefits or care? ................ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................... ^ ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ~ [] 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the s is 3 percent [72 P.S. §9116 (a) (1.1) (i)). urviving spouse For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)j. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)j. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)), • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent (72 P.S. §9116(a)(1.3)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV--1502 EX+ (l1-0~3) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE CJIAIt OF FILE NUMBER Cameron M. Dunn, deceased 21-10-12.65 Atl real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowlE;dge of the relevant facts. Real property that is iointly-owned with r~~ht of cnrui..nrel~:w ».....• w., a:__~___~ __ ., _._ •~ ~~~~~~ ~Na~~ ~~ ~~CC~C~, iii5er~ aaoiuonai sneers of the same size. REV-1503 EX+ (6-98) >~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Cameron M. Dunn, deceased All property jointly-owned with right of survivnrshin m..¢4 tie ,~~~..~„~e,~ ,.., c..r,,,.a..i_ FILE NUMBER 211-10-1265 ~~~ nwic JNat,C IJ IICCUCU, mser[ aaaiuonai sneers oT the same size) REV-15o8 EX+ (il-lo) r pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE; Cameron M. Dunn deceased NUMBER: , 21-10-1265 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DE ATH 1. Cash in residence 86.70 2. Bankers Life and Casuaaty Company (refund of premium--long term care policy) 856.08 3. Bankers Life and Casualty Company (refund of premium--Medicare supplement policy) 975.18 4. Centric Bank certificate of deposit number 3021971 90,000.00 5. Integrity Bank checking account number 201042692 160,767.09 6. PGA of America (dues refund) 102.50 7. PSECU check payable to Decedent (certificates of deposit dividend payments prior to death) 163.78 g. PSECU regular share account S01 5.23 g. PSECU share account S50 (certificate of deposit) 90,000.00 10. State Farm Automobile Insurance Company (refund of premium--auto policy) 166.79 11. Miscellaneous tangible personal property (appraised value) 1, 509.00 12. Verizon (refund on account) 44.10 13. 2002 Ford Windstar VIN 2FMZA52482BA65533 5,475.00 14. State Farm (refund of premium--homeowner's policy) 201.31 15. U.S. Treasury (refund due per Form 1040 tax year 2010) 197.00 16. PA Department of Revenue refund due per Form PA-40 tax year 2010) 118.00 TOTAL (Also enter on Line 5, Recapitulation) $ ~ 350,667.76 If more space is needed, use additional sheets of paper of the same size. REV-15og EX+ (oi-io) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F ]OINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Cameron M. Dunn, deceased 21-10-1265 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• Craig C. Dunn 271 Hillcrest Road Camp Hill, PA 17011 Child B. C ]OINT LY OW NED PROPE RTY: LETTER ITEM NUMBER i. FOR JOINT TENANT A• DATE MADE JOINT 08/29/98 DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. Metro Bank checking account number 513034660 DATE OF DEATH VALUE OF ASSET 10,292.29 - DECEDENT'S INTEREST 50% DAVALDUE OFTH DECEDENT'S INTEREST 5,146.15 2. A. 12/07/09 .0001739000 interest Cat Creek Unit 1 (royalty), Carrell Oil Company 236.12 50% 118.06 (royalty value calculation based upon four years of gross revenue) TOTAL (Also enter on Line 6, Recapitulation) I $ 5,264.21 If more space is needed, use additional sheets of paper of the same size. ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Cameron M. Dunn, deceased 21 ~-10-1265 This schedule must be completed and filed if the answer to anv of questions 1 thrnunh a ~n nana thrco „f rho oG~i_1 ~~,~ ,,. ,,,.~ i j~ ~ ~ ~~~ C ~Na~C ~s neeaea, use aaaitionai sheets of paper of the same size. REV-.1.5'l L EX~+ (10-C19) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF Cameron M. Dunn, deceased Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1' Auer Cremation Services of Pennsylvania, Inc. B. 1. 2 3 4. 5. 6. ~. 8. 9. 10. 11. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City ______- Year(s) Commission Paid: State ZIP Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant _ _ ___ _ _. Street Address City ______ State Relationship of Claimant to Decedent FILE NUMBER 21-10-1265 ZIP Probate Fees; Accountant Fees: Tax Return Preparer Fees: Cumberland Law Journal (legal advertising) The Patriot-News Company (legal advertising) H.B. McClure (heating oil--Motter Lane) Hampden Township (sewer and trash--Motter Lane) Clauser Real Estate Appraisals (appraisal--Motter Lane) (please see attached continuation sheet) AMOUNT 1,100.20 0.00 30,327.00 0.00 527.50 0.00 0.00 75.00 102.59 545.51 150.00 375.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 33,875.42 If more space is needed, use additional sheets of paper of the same size. SCHEDULE H (continued) Cameron M. Dunn, deceased No. 21-10-1265 12 13 14 15 16 17. 18 19 20 H.B. McClure 331.10 (heating oil-4305 Motter Lane) Craig C. Dunn 58.50 (reimbursement-transfer costs Ford Windstar) Culligan 40.93 (monthly charge-December and January) PA American Water 25.44 (water bill-4305 Motter Lane) Recorder of Deeds of Cumberland County 63.00 (recording fee for deed-Motter Lane) PPL Electric Utilities 44.65 (final bill-4305 Motter Lane) Register of Wills of Cumberland County 4 00 (purchase additional short certificate) . Hardy's Auction Service 75 00 (appraisal fee--tangible personal property) . Register of Wills of Cumberland County 30.00 (filing fees-Inventory and PA Inheritance Tax Return) REV-l5iz Ex+ ~lz-o~) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ~o ~ w ~ ~ yr FILE NUWIBER Cameron M. Dunn, deceased 21-10-1:?65 Report debts incurred by the decedent prior to death that remained unpaid at the date of death. inc~udinn ~~nrp~r.,h~~r~o.~ moa,~,~ e.,..~.,~,,.. ~~ niure space is neeaea, insert additional sheets of the same size. REV-1513 EX+ (1 a-Q8 i ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Cameron M. Dunn, deceased NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).J 1. Craig C. Dunn, 271 Hillcrest Road, Camp Hill, PA 17011 FILE NUMBER 21-10-1265 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Child ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS; A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 100% TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ If more space is needed, insert additional sheets of the same size. LAST WILL I, CAMERON M. DUNK, of South Middleton Township, Cumberland County, Pennsylvania, declare this to be m~,- Last Will and revoke any wills previously made by me. I. I direct that any and all inheritance, estate and transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. II. I devise and bequeath the residue of my estate of whatever nature or wherever situated to my wife, Juanita R. Dunn, if she survives me by sixty (60) days. III. If my wife, Juanita R. Dunn, does not survive me, I devise and bequeath my estate to my son, Craig C. Dunn. ~~ IV. In. the event my son, Craig C. Dunn, does not ~~ survive me, I bequeath my estate as follows: a) 25$ to Cynthia Adams Dunn ~. b) 25$ to Helen Dunbar c) 25$ to Gordon M. Dunn d) 25$ to Evelyn Conrad V. I appoint my wife, Juanita R. Dunn, to be executrix of this my Last Will. In the event she fails to qualify or ceases to act, then I appoint my son, Craig C. Dunn to be executor. If he fails to qualify then I appoint Financial Trust Company, VI. I direct that my personal representatives need not file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 16th day of October, 1998. r~ .- ~ i~~~~' ~(S EAL The preceding instrument consisting of two (2) page(s) was on the date thereof signed, published and declaz-ed by CAMERON M. DUNK, the testator herein, as and for his Last Will, in the presence of us, who at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. \f + l~ ~~' ~ STATE OF PENNSYLVANIA :: SS COUNTY OF CUMBERLAND :: We, CAMERON M. DUNK, Frances H. Del Duca and Carol A. Treaster, the testator and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and that he had s:Lgned willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of: the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of his knowledge the testator was at that time eighteen years of age or older, of sound mind Witness and under no constraint or undue influence. Testator ~--.--'~ Witness .__----- c~ ~~ Witness SUBSCRIBED, sworn to and acknowledged before me by the testator, and subscribed and sworn to before me by Frances H. Del Duca and Carol A. Treaster, this 16th day of October, 1998. ~ ~. Notary P is NQ7AAtAl SEA4 S~iiRt.,EY P. CL~YENt~~Ft, NO'TA~v ~~38~.IC Cartie~te Sora~~h, Cumbert~rul Caurit~ f~Ry Camrnts~tan Ex~tr~s Marsh 5, ~flKyO ~.umr~enana ~.ounzy iavara oT t~-ssessrnent N-ppea~s Old Courthouse, First Floor One Courthouse Square Carlisle; PA 17013 10007464-3A-20663 Parcel Identifier: 10-21-0277-059. I~~~III~~~III~~~~~~II~~~II~~~III~I~~~~~IIII~~~II~~~~I~I~~I~~II 6soo DUNN, CAMERON M & JUANITA R T19 Pi 4305 MOTTER LANE -- CAMP HILL, PA 17011-1910 Deadline for Scheduling an Informal Review `Appointment: August 10, 2010 For details, please see the reverse side. • ~ ! The Cumberland County Board of Assessment Appeals is providing you with notice of the value. on this. property, determined as a result of .the Cumberland County .countywide reassessment completed this yE.ar: The countywide reassessment values each property at current Fair Market Value, as of January 1, 2010; equalizing .and establishing a uniform tax base so that properties of like characteristics and the same actual Fair Market Value will be taxed"the same. VALUE NOTIFICATION MAILING DATE: July 1, 2010 Munic.: 10 - HAMPDEN TOWNSHIP School:- 4 - CUMBERLAND VALLEY $D Location: 4305 MOTTER LANE LOT Taxable Property Land Size: .29 acres Property Type: R Residential (Under 10 Acres) Homestead Approved ESTIMATE® TAX IMPACT FORMAL APPEAL DEADLINE: _August 10, 2010 2010 Base Year .Assessed Value Old .Assessed Value Fair Market Value (2010 Market x 100%) (2004 Market) Land 54, 900 54, 900 35,.000. Buildings 127, 000 12?, 000 111, 650 :TOTAL 181,900 181,900 146,650 2010 Clean and Green Values Land NOT NOT NOT Buildings APPLICABLE APPLICABLE APPLICABLE TOTAL Clean and Green values apply to qualified farm and forest land and become effective only. upon application and approval. Clean and Green applications.' must be received.. b~the_Assessment Office; no ater than 4;30 _ p.m. on October 15 2010. Those __-_ _ _. previously approved for Clean and Green do not need tore-apply. . Below is your preliminary esfimate of county taxes for 201.1 (after reassessment), ,compared with your 2010 (current) county taxes. A total estimated tax profile (county, municipal, school district) is available online. See our webpage, www.ccpa.net. Click under "Reassessment" in lower right of home page. Current 2010 County mills = 2.579 Adjusted 2010 County mills 2:074 $ 378 2010 COUNTY Tax BEFORE Reassessment. $ 377 2010 COUNTY Tax AFTER Reassessment. (see reverse side) E~ETRADE FINANCIAL° E*l-RADE Securities LLC P.O. Box 1542 Merrifield, VA 22116-1542 tel 1-800-ETRADE-1 www.etrade.com Member FINRA/SIPC January 25, 2011 Estate of Cameron M. Dunn Attn: Craig C. Dunn, Executor 1325 North Front Street Harrisburg, PA 17102 Re: Estate of Cameron M. Dunn E*TRADE Securities Account Number XXXX-5739 Date of Death Valuation as of December 19, 201.0 Dear Mr. Dunn, We would like to take this opportunity to provide the date of death value for the above referenced joint brokerage account of Cameron M. Dunn as of December 19, 2010. Please note that this is not a tax document, and the data provided is for informational purposes only Quanti Assets Avg Price 12/19/2010 Total Value 100 BRISTOL MYERS S UIBB (BMY) $26.5625 $:x,656.25 100 DUKE REALTY CORP (DRE) $11.2275 $x,122.75 50 ENBRIDGE ENERGY PARTNERS LP EEP $60.5875 $3,029.38 12 HANESBRANDS INC (HBI) $25.42 $305.04 25 ISHARES TR DOW JONES SEL DIVID INDEX (DVY $50.01 $,,250.25 100 SARA LEE CORP SLE $17.1125 $1,711.25 100 US BANCORP DEL USB) $26.1175 $2,b 11.75 Since the date of valuation, December 19, 2010, was on a weekend, the market value was determined by averaging the high and low price for the last trading date prior to the date of valuation and the next trading date after the date of valuation. For the above referenced account we have also included a copy of the last account statement produced prior to the date of valuation. In addition to the securities listed above the account had a cash baiar~ce in the amount of $4, x 34.17 as of the date of death. This amount includes interest accrued but not paid as of the date of death. E*TRADE Securities LLC is committed to providing quality customer service. Should you have any questions, please feel free to contact our Customer Service team at 1-800-387-2331. Our representatives are available 24 hours a day, seven days a week. Sincerely, Bryan Fail Correspondence Department " E*TRADE Securities-LLC Enclosure a Ameritrade January~24, 20a-1 ESTATE OF CAMERON M DUNK CRAIG C DUNN, EXECUTOR 1325 N FRONT ST HARRISBURG PA 171fl2 Dear Craig Dunn, We recently received your request for information about the valuation of Cameron Dunn's account. The valuation. for this account is stated below. Please keep this letter for your records Account 881-386753 value as of December 17, 2010 was $208,790.11. If you have any questions, please do not hesitate to contact the Estate Department at 800-858-0387, extension 209112, Monday through Friday from 9:00 to 5:00 ET (excluding market holidays). Sincerely, ^ Estate Department TD AMERITRADE TD AMERITRADE, Inc., member FINRA/SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERII"BADE IP Company, Inc. and The Toronto-Dominion Bank. ©2008 TD AMERITRADE IP Company, Inc. All rights reserved. Used with permission. TDA 2827 L 07/05 X005 North Ameritrade Place, Bellevue, NE 68005 I www.tdameritrade.com u c~ W~ O N O O O~ J O A~ W N lh O Vi O~ O N O~ O O O ~ N O O~ 0 0 0 ~ ~ 0 Vi lI~ ~ O~ O O l!~ O ~l O H O oo~~r~zrr~~~r ~~~add~a~~aA~ ~~ ~~o ~~~~~~~z~ b~~ ~'r~~. ~,~o ~o~~~~oo,~~~~y~~~~ c~ ~~o~~~~o~~~~a~~~~~~~aa~~~ ~[d~~r~~d~~'roz~~~~,~A zz~~~ or~~a~~.~~~~~~~z°o~~~ ry~ ~~~~~~~~o~a~~ ~x~y ~~o Z~r'~'~~' ~~~z~~ oor ~r~ r~ r ~d~~ n ~ •y ~ ~ ~ ~ ~ ~ ~ ~ ° ~ o~d~~~,~o~~~~b~~~dd~ A~raa y ~ X z r ~ to ~ A b ~ ,,r„j ~ ~ ~ b x ~ b ~ ~ rrn t~r~ 69 69 69 69 b9 69 b9 6A 69 69 69 69 b9 b9 69 b9 W --+ r-+ 69 69 .A W ~ lJi 69 69 C\ .~ 69 69 69 ... b9 ~i N W b9 W W N 00 .P J 01 O w t!~ 00 ~.-~ 01 ~ ~ O ~ ~D O ~l ~O ~--~ ~ ~ J J O~ W O ~-+ ~A ~ ~--~ J Oo W O~ W 0o O~ O ~O ~P O ~] Cn ~l N O Oo O 0o O~ O t!~ ~D N tli N ~1 N ~C ~ W~ J W~ W l!~ W 00 J N t!i \D W ~t 6/'9 b9 H9 69 69 69 b5 65 69 69 69 69 69 69 EJ9 69 W ~--~ '-+ E/9 b9 A W ~..+ V~ b9 EA C~ W .G19 69 69 ~ 69 -P N W b9 W W N ~] w ~l ~ O W vi 00 O 01 ~ ~O ~O \O ~D O J ~G O 00 In ~1 O~ O~ W O~ tp ~ N ..+ ~1 W J N to ~1 N O t/i ~ 00 ~O O~ ~1 C!~ r-. W W O~ W W t!i O O w J W ~D O W l!i ~ W ~1 ~--~ 00 O O ~-+ 00 O~ 00 69 69 N 69 69 b9 ~ yj 69 Ers U Q~ N~ C!~ J i--~ O V O W W ~U~i ~~ N N~~ W F~,y W N N iT w C~ In f!f ai -- Oo N In N Oo ~ 0o w -~] Oo .-± J U ~ O~ .P w J N ~O ~--~ -~ 00 W N ~ .A N 00 J ~1 W 69 l!~ .A ~ O 00 00 00 O Vi N .A 00 00 l!~ 00 J N O~ O J .-• ~-• O O~ O ~ ...• ~D J ~-• 00 w 00 N ~~ O vii O~ 0 0 0 0 0 0 0 0~~~ O O W O OOi O J O Y Y d ~ 0 0 C C rrJ O~ ~ R ~ Q m az ~ O ~... O _~ _ ! !L"' tD , ~. ~J ~'' `C Y ~. y •• x c 5, ~ ~ r ~ ~~ a ~ d ~~ ° z W ° ~. ~ d .. r. e~ c ~s y ~ o z r a x a x a a r z v' 0 c d ~ C7 ~ ~ y ~.yy ~ V ~ ~'f 69 &9 n• A7 ~ ~ t9 ~' m O r--~ ~* 'J' ~D ~. O O O. Q' O O d Cj m n A n "' '-' C ro ~ J ~~ `S d . ~ N N O C ~ 69 ~ ~ ~ ,, _~ O O O O d m A ~ ~ ~ ~ ~ O~ N N C O O O C _, it A C ~, O .A fC O~ N '--' Vi p O O~ W .p N 0 0 0~ O ~ N .~i ~] W ~-~` ~l W y O r 0 d w r C~J y O y a r d z n 0 n y ~, O C O G I b9 ~ O C O C b9 N O 00 v C y9 F..- c c C F~ C ~ O O O O r~~~~r~~xo,o~ ~ z o ~ ~ ~ ~ Z y ~~„~~C7nt7tr~~~ trJ ~ ~ `~ ~x~oz~ z ~y ~a ~ z~ 0 r ~~ a ;~, ~ b y O H Y r y O ~ ~ ~ x ~ ~ ~ -C ~ v' C N ~ tyrl ~ t~r1 >Cx~C~~ ~ 69 69 69 6A N 69 N W W ~.~.~ 69 N O O \O 00 Q~ OC N ~ ~ ~] ~ ~ O O .A :~ J J ~ ~ 00 ~ O ut 0 0 O~ 01 W W \p ~1. 1~ W ut O . 69 69 69 69 N 69 N W . W ~ 69 N O O ~O 00 Q1 00 N a~ '-+ ~ 00 .P O O~ to v ~ o~ to cn N oo w O~ W W \p <n N 00 ~-+ ~ ~ ~ ~ ~ N 69 69 EI9 69 69 69 69 V l A Ui ~p 1,,~ ,,.., ,,,,,, <a ~P ~O .P ~1 N V~ {~ W ~ O O ~. W~ 0o Vi v~ O 00 W O ~ N W .A .... ~ .7~ O O O~ ~ .p ~ N ~-~ p O t!i ~] _~ O O ~ .... ~p ~ O~ N' O O O O~ C ENTRI C BANK We Revolve Around You. ..®®®~au.~e~e~a~a~®mm®osom®sm Dear Mr. Cameron, 1.5.2011 This letter is in response to your inquiry for the following individual: Account Holder: Cameron M. Dunn S.S. # 041-10-8641 The account with which you are inquiring is not jointly owned. Account Opened: 10.06.2008 Account Balance as of 12.19.2010: $90,000.00 Interest is accrued at the rate of: 4.120% If I can be of any further assistance you can contact me directly at 717.909.8322. Sincerely, Dee osier Centric Bank Deposit Operations Clerk 4320 Linglestown Road Harrisburg, PA 17112 717.657.7727 4320 Linglestown Road Harrisburg, PA 17112 T 717.657.7727 F 717.657.7748 www centricbank.com Integrity James D Cameron B A N K 1325 North Front Street Harrisburg, PA 17102 RE: Estate of Cameron M. Dunn Wednesday, January O5, 2011 Mr. Cameron, According to our records Cameron M. Dunn only had one checking account with us at on the date of death of December 19, 2010. 1) The account was opened on May 7, 2010 2) The account is an individual account. 3) There have been no changes in ownership. 4) Date of death balance is $160,767.09. 5) Interest paid year to date $828.75 6) The customer did not have any safe deposit boxes with Integrity Bank. If you have any further questions please contact me at the number below. Sincerely, ,~~'~.~/ Ronak R. Patel Integrity Bank Customer Service Representative 3345 Market Street Camp Hill, PA 17011 (717) 920-4900 rpatel@integritybankonline.com 3345 Market Street, Camp Hill, PA 17011 • Phone: 717-920-4900.877-I-HAVEIT • Fax: 717-920-4904 • www. integritybankonline.com PSEC~ ~~ ~,~'~~ . i ~ f~ (y W,, ~~,°°°°°a®°°..... ~F (. '~~ "" January 5, 2011 °°°°°°°°®~ Account # 8016XXXXXX JAMES D CAMERON ATTORNEY-AT-LAW 1325 N FRONT ST HARRISBURG, PA 17102 Dear MR CAMERON: The following is the status of CAMERON M DUNN's account with PSECU as of the date of death. Joint Owner's Name NONE Date of Death DECEMBER 19, 2010 Date of Birth MARCH 28, 1915 Share Description Open date Balance Accrued Dividend S O1 Regular Shares 12/19/2006 $ 5.23 $0.00 S 50 24 Month Certificate 12/19/2006 $90,000.00 $0.00 The dividend earned from January 1, 2010 through the date of death was $3202.74. The decedent had no loans with us. We do not have safe deposit boxes for our members. In order to close this account please have Craig C Dunn, executor complete and return the Authorization to Close Account form. You have already provided the Short Certificate. If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, W Sue Walter Member Service Representative Finance Support Unit Pennsylvania`Stdte Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 717.777.2100 (TDD) • 800.472.1967 (TDD) psecu.com This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender CAMERON M DUNN ESTATE 4305 Motter Lane SOFA RECLINER COFFEE & END TABLES DROP LID DESK CONSOLE TV ~ STANDS STERf O CONSOLE CHAIR PICTURES -LIGHTS -KNICKKNACKS TABLE WlCHAIRS 3 DRAWER CHEST CABINET MISC HOUSEHOLD ITEMS -DISHES -ELECTRIC APPLIANCES -POTS -PANS -UTENSILS COMPACT REFRIGERATOR STOOL DESK/CHAIR OFFICE SUPPLIES STANDS STACKABLE WASHER/DRYER FILE CABINET TWIN BEDS 2 30.00 EACH CHEST OF DRAIAIERS - DROP LEAF TABLE STAND NIGHT STAND MAPLE 5 PC BEDROOM SUITE 7 DRAWER CHEST SEWING MACHINE W/BENCH LIGHTS -BED MISC ITEMS IN BASEMENT k1AND TOOLS -NUTS -BOLTS -ETC. -COOLER -LADDER SOFA OFFICE CHAIR FILE CABINET GOLF CLUBS - MISC ITEMS ST~ddBS ___ GARAGE ITEMS -LONG HANDLED GARDEN TOOLS LAWN BOY PUSMMOWER SEEDER SIMPLICITY RIDER MOWER M1SC HAND TOOLS TQTAL 75.00 50.00 20.00 50.00 1.00` 10.00 1.00 5.00 45.00 35.00 15.00 35.00 75. 100. 5.00 35.00 10.00 10.00. 175.00 5.00 60.00 45.00 15.00 5.00 275.00 35.00 8.00 8.00 45.00 25.00 25.00 5.00 25.00 5.:00 25.00 25..00 1.00 50.00 1 1 K~IeY Bak THE TRUSTED RESUURCE • k~.c~ advertisement The Name Your Price~~' Tool. ~~ Only from Progressive .~ 2002 Ford Windstar Passenger SE Minivan BLUE BOOK® PRIVATE PARTY VALUE Condition Vehicle Highlights Mileage: 49, 500 Engine: V6, 3.8 Liter Transmission: Automatic Drivetrain: FWD Excellent ~" Good (Selected) Fair Value $5,850 $5,475 $4,900 Selected Equipment standard 7-Passenger Seating Air Conditioning Air Conditioning, Rear Power Steering Power Windows Power Door Locks Optional Tilt Wheel Cruise Control AM/FM Stereo Cassette CD (Single Dist) Dual Air Bags ABS (4-Wheel) Roof Rack Privacy Glass Alloy Wheels Second Sliding Door Power Seat Blue Book Private Party Value Kelley Blue Book Private Party Value is the amount a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than any remaining factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings Excellent `~~~~~~r $5,850 • Looks new, is in exr_ellent mechanical condition and needs no reconditioning. Send to Printer PR17GAfll/f/E + Erater ~fP Code: • ~1 , advertisement ~~~~, -,. ~>a~ ~r~cerr~d __ ~~ L~~ ~. ~n your ~A~~M Ex~~nd~d U~h~cle RrrOte+~#~an fa' my ve»ide f~r+atectic~, Yloui should tAO." ,1~ .,~ ~ -~' `~' Close Window ~ffYl•/%xnan~v ~rhl, ~nm/~iePr~_r~arc/fnr~/~x~in~etar_r~ae~Ar~~rc~r/~11~17/,.,~;~,.~+o_.,~..~,.k, ~r.~~»o~+~ai.~i+~,.~ «.. ~ ici~n~ ~ ....,.,.. - .,... .. ---...~.,..._ - .....,.,_ -b-- - --........ - .,.-.,~ - __- -a ---r..-_ ______~ _.._-_ ~~..-- - --a- - --- - • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection, • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5% of all used vehicles fall into this category. GOOd (Selected) ~~'~~ $5,475 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair ~~ $4,900 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition, • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. Poor N/A • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or a rusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 01/05/2011 © 201 i Kelley Blue Book Co., Inc. All rights reserved. 12/30/2010-i/6/2011 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions. (v.11011) httn'//www khh rnml/ncPrl_rare/fnrri/~winr~etar_r,~eeP„~Pr/7M7/„r«;~~o+o_„~,Y+~~ t,.,~„d/a:~:;,;..,....,. ~ ~ Iei~nt~ 'METRO BANK 3801 Paxton Street Harrisburg • PA • 17111 mymetrobank.com 888.937.0004 December 31, 2010 James Duryes Cameron 1325 N Front St Harrisburg PA 17102 RE: Estate of: Cameron M. Dunn Tax Identification Number: 041-10-8641 Date of Death: December 19, 2010 To Whom It May Concern: MI !'1 dl Ib dCt CR LOI NN tffi C1D lT ®lSG ®®Otl [8 Cfl (® C0 Q9 A4'i qe c~.. This letter is in reference to decedent account information you requested for the individual listed above. We are_able to provide the following: Account Type: Checking Account Number: 513034660 Date Opened: 08/29/1998 Primary Owner: Cameron M. Dunn Secondary Owner: Craig C. Dunn Date of Death Balance: $10292.29 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincere) Diana Reynolds Metro Bank Research Associate/Deposit Services Cameron Nl. Dunn ~ Juanita R. Dunn Jt Ten WROS & Not As Ten C+~m 4305 {vIa#ter Ln cam w11, PA 170'11-1910 Page ~ 1 of 1 ~~~~~ Rapc~r~ 1'~ir '#~t~'f Woyager Services: 800-284-7245 Total report value: 5132:96T.~}9 (Total report value includes any accrued dividends.} ~1~-~~ . ~ . _ -_ ~ __ _ _ - _u. -- _.. _ N : _ S _ - -- Larne fund & Accrnt Date ; Price Per ~ Accrued. Nu~tber ripened i Shares `, F S#~are*" Value" 1 ~Tiuidends PA LT Tax-Exerr~t Investor 0077-09841872359 ~ 1210711988: 3,231.089 t $10.74 $34,701.917 ; ~' , X74.34 S-T l~ve~ment-C~rsde #r~v i}039~-(#'137885 ; 111111202 2,7~8_~7 ~ X10 77 ; $3~,139.9~ ~ $47. Wellesley Income Fund.Inv ; Ot327-09851637885 ~ 0611711993 ( 1,162.D22 ~ $21 54 $25,1129.95 - High-Y~1d Carp Rind Inv - X029-09851637885 1011311998 6,274.184 E $5.67 '' `" ~35f574.t3~ ~ ~ ~133:2'I Federal Money Mkt Fund 0033-©9851637885' 0310611996 7,.2£5.170 E X1.00 $7,265.17 $0.04 ._ .. ............. ... . _..,V„ ._..... _._.._.. Tdf~#a ._._..._ _._.._.;. __.._._.~ ..~____.__. ~~32,T1~ 66 _.. 5~5~ :: o~e~r~ t ir}clude ~Gru$a d~~ider,ds. .:: .......... ....t... :..:: ... _.. As of the prior lx-siness date,. ?2f17l201 ~, since the report date is a nor~l~usiness day. ~j'~, AUER CREMATION SERVICES OF PENNSYLVANIA, INC. •O~-P ~G• 4100 Jonestown Road • Harrisburg, PA 17109 • 1-800-720-8221 • Fax 717-541-9943 • Shawn E, Carer, Su,~ervisor ~~'~'SYL~ANt~'~ PROFESSIONAL SERVICES '~'~`' '~f `~~~'~"~'"``"~ X Services of Funera 1 1~Gi±reat~ox:& Staff ~ ~ ~ ~ ~-~ +~Inu~aud; Other Preparation of +t~~ng~ +B:~dy ~ ~ t Faci 1lties • & Statf fa` Memorial S:erv°i~as. : ~;.~,:~ ~ ~ ~ ~~ Staft & Equipment for~:~~Ms~ti<;~ial Service +,;_ ~ {~, ~ ~ ~~~ W i thess_i rrg the Cremat~i~bn;~ ;;. z -~ ~~ --. ~ ;.. ~ - - } ~, ,.~ . , ~ ;. , _ ; _ .~~.__..~..._Pr i_vate _ Family V i era i ng/W i tness._i ng__ Cremat i_on _ ._ __ _ _,_ _ X Packaging And Fo~:wa~di-i ng:r Cremated Remains $ 5 5 ~,.01~.. Personal De l i ver~~~ O~r° tC/.remated Remains ~ ~~ ~ ' ~ ' Scat ter i ng of Cr~~(~n~- sma~iirt~ ~ ~, :~~ ..~ -, r,~ E _~ a y:~ ~ ~ . ; t.,, , . Med i ca 1 Document/~~i:~er Fe® TOTAL PROFESSIONAL SBl1kES "'' ~'--~ ~, ~ T`$~55 • @0 AUTOMOTIVE EQUIPMENT . _ 4. °c>1t~1 X ~s:,1 ~1Teh~~:l~e~ ° ,;:~ f ~ ~; In ed Lead Car/Clergy Car Family Car Service Vehicle TOTAL AUTOMOTIVE EQUIPMENT $0.00 1KERCHANDI SE Register Book Memorial Cards Thank You Cards Remembrance Package - Cremation Container X Solid Cherry Urn rt...j~~~ -~F'k:~~~~~:Urn Hurfal Vault Veterans Flag Case Grave/Memorial Marker X Discount X Deluxe R®membrance Package TOTAL MERCHANDISE ~ ; ~ , ~ _ . $260.00 -$55.00 $159.00 $ S 6:4 . @0. CASH ADVANCED ITEMS Grave Opening _ _ . -_ --_-__-_ Cemetery Equipment X Car11s1e Sentinel ,;~2~28,.~~:,, , `. , -; ,4, X Patriot News ~,$:462~~62 ~ , Vault Service Charge ~,:. Clergy Church/Organist/Soloist F 1 owers ~ -,~ ~. ,1 ;;-~ , . t ,~, X Crematory Charge Included X Cumberland County Coroner Cremation Approval $25.00 X 10 Certified Copies of. Death Certificate ~0-.0fd: ~ ; ~~ . r E-~ r t f; r; I~ ,.. ,~ : r 4`~?~~ ~ ~ TAB, ..CASH ADVANCED ITEMS - , ; ~1 ~ 4 ~ ~:..- , ; ~:a, ~ , -~ .,; • $`'?:r7 6.20 SUMMARY OF CHARGES ~ r >, , ~ , •, , , • :.. , ..i.~~~:~harges ~~ .~ r~, , .-- ~$1.,;,-595-, 00 ~ , _; ; ; ~•• -~ Profess i ana 1 Services ~ r.,,$~55~=~:E0.0 :,::; , f;:.: ; ; , ._.; { ,=.F, , , .. . Automotive Equ i p~sB ht x r,, ,.; ~ ,:. , ..._,,}~0~: 0~ ; - Merchandi se ~~ ~ S r _,~ . $86•i4~~~F00:, . ~ :;~ ~ ' Cash Advanced Items $776-s,20x;~ a,:::, ,;, ; ,~;. _ ~ .. _ _ _.~- ~-- ._. _ i. 1 __- ~ ~ ,. .„,. ~ b - .: -..~:. S UH TOI~-L:7 ~' <;; . i I' j (~~ ! i? :.;~ ~~ :~ ~ ~} '"~ i ; ft t ,, ~ ~ ,~`r' T ~' 1 r s , ~ r i 3 ~ • ~, t . `- _ _ -- ~ -.,;.~- .~~~ 3/:a:~JF"f r a r CREDITS -_ r ~ k; F~, ,..._< , „ ~ ~_. ; ,. ~ . . ,, AMOUNT PREPAID Date Apr 2 8 , 2:00~~: ~~~,$~1 ,0:•4.0-., 0~0 , , . , ; .~ _. ,, TOTAL :_.._, -; $•=~..~.,-~~1s.0:0". ~ •~2~0•~ AMOUNT PAID Date Dec 29, 2010 -$1,100.20 ~~ k~ . ~ VALANCE DUE ~$:0t. ;0~0,, ~ , .. _ ~ ~, . . ,_ << ~~-~ ;,THT:9`' :6TATEMENT MAY NOT REFLECT ALL NE~W~~:PAP?-BR QHAR~#~s ,, .'~ tgr ~,,, ~j ~-~~,