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HomeMy WebLinkAbout07-25-11~ ~~ 15D561D143 OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 80X.280601 INHERITANCE TAX RETURN 21 10 Harrisburg, PA 17128-0601 RESIDENT DECEDENT File Number 1117 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 226 24 5216 10 25 2010 Decedent's Last Name Suffix ALE~',ANDER (If Applicable} Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Date of Birth O1 28 1925 Decedent's First Name MI HELEN H Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~j 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate I C 4a. Future Interest Compromise (date of death after 12-12-82) ~I u 5. Federal Estate Tax Return Required ~ y ~ L^-' g Decedent Died Testate (Attach Copy of Will) ~ a ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 0 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. behireen 12 3 rty Ca dditl(datge5; f death 9 ~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number BRADLEY L GRI FFIE (717) 2 4 3 ~i 5 51 First line of address 2 0 0 N HANOVER STREET Second line of address City or Post Office State ZIP Code CARLISLE PA 17013 REGISTER OF WILLS USE ONLY r•. g C, -- r", ' ;a . ~~ ~ ~ DATE FI~L~ ~ `~ ~"Wj ., '~ ~" Correspondent's a-mail address: bgriffie@griffielaw.COm :~ ~~ ~r~ ~, ~ ~ { , ~ t:_ ') C. ^ ~ .: -, , ---~ ;~`; .'~''Z ~~ 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 representatwe Is based on all information of which preparer has any knowledge. ~i1~H i urcc yr rtrtJVly Kt~rUNSltiLt F-UK AILING Kt I UKN DATE // {/ ~,ry~~-~,(.:~, ~t /~~~/~-~~ ~ Connie E. Alexander ~7--~c',~ - f nf)RFSS 529 North Bedford Street, Carlisle, PA 17013 SIGNATUR REPARER OTHER THAN REPRESENTATIVE DATE Bradley L. Griffie ~ a, ~ / ` N. Hanovgr~treet, Carlisle, PA Side 1 1505610143 1505610143 '~' 1505610243 REV-1500 EX Decedents name: Alexander, Helen H Decedent's Social Security Number 226 24 5216 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 4 3, 7 5 6. 3 8 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5~ Cash, Banl, Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 3 , 233.19 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous I~q Probate Property (Schedule G) ^ Separate Billing Requested............ 7, 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 4 6 , 9 8 9. 5 7 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 1 ~7 , 9 9 7 . 0 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. :1 , 7 9 9 . 8 8 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 1;9 , 7 9 6. 9 7 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 2'7 , 192.60 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. 2'7 , 192.6 ~ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0 0 0 (a)(1.2) X .00 . . 16. Amount of Line 14 taxable 27 192.60 16 :1 , 223 67 , at lineal rate X .045 . , . 17. Amount of Line 14 taxable 0 ~ 0 17 0 0 ~ . at sibling rate X .12 . . 18. Amount of Line 14 taxable 0 ~ 0 18 x 0 0 . at collateral rate X .15 . . 19. Tax Due .................................................................................................................. 19. :1 ,. 2 2 3 . 6 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L 1505610243 Side 2 15~561~243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-1117 DECEDENT'S NAME Alexander, Helen H STREET ADDRESS 529 North Bedford Street CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 1,223.67 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits (A + g) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request arefund --- 5. If Line i + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) '~ ,23.67 Make Check Payable to: REGESTER OF WILLS. AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Y"es No a. retain the use or income of the property transferred :............................................................................... [_~ '~~x b. retain the right to designate who shall use the property transferred or its income :.................................. [~~1 '~~ c. retain a reversionary interest; or ............................................................................................................... I ~_ 1 u d, receive the promise for life of either payments, benefits or care? ............................................................ [_j 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without __ receiving adequate consideration? .................................................................................................................... ~--~ 0 - - 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... __~ [x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which I~1 contains a beneficiary designation? .................................................................................................................. ~__~ ~X 1 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) {ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except ,as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Revt1503 EX+ (6 98) ,., COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHE®E.lLE S STOCKS & BONDS ESTATE OF Alexander, Helen H All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-10-1117 ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 717.4357 shares of AT&T Inc. Acct No. 00000146692 28.36 20,346.48 2 402 shares of AT&T Inc. Acct No. 03000071268 - 402 28.36 11,400.72 certificate shares 3 57 shares of Frontier Communications Acct No. 8.70 495.90 000005329485 4 240 shares of Verizon Communications Inc. Acct. No. 32.35 7,764.00 00008584206 5 117 shares of Qwest Communications International, Inc. 6.53 764.01 6 151 shares of Comcast Corporation 19.77 2,985.27 TOTAL (Also enter on Line 2, Recapitulation) 43,756.38 (It more space Is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Red-1508 EX+ (x.98) ,., COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCl~E®dl~E E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Alexander, Helen H 21-10-1117' ~..~ .. .. .. ................. ..y...~..~ , ., .., ., ,,..,...,.,..., . ...,y .~ ~.. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 M&T Bank Account Number 23516313 - (See attachment) 196.90 2 Furniture, household furnishings 1.760.00 3 County Pension Owed 179.56 4 M8~T Bank Account Number 23516313 -Post death deposit of County Pension 326.86 5 M8~T Bank Account Number 23516313 -Post death deposit of Civi{ Service 342.92 6 MST Bank Account Number 23516313 -Post death deposit -dividends 183.11 7 M&T Bank Account Number 23516313 -Post death deposit - dividends 243.84 TOTAL (Also enter on Line 5, Recapitulation) ( 3,233.19 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1151 EX+(10-06) S~~IE®lJLE ~ i : COMMONWEALTH OF PENNSYLVANIA FUNERAL EY.PENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Alexander, Helen H 21-10-1117 Debts of decedent must be reported on Schedule !. ITEM DESCRIPTION AMOUNT N MB R A, FUNERAL EXPENSES: Ewing Brothers Funeral Home, Inc. 8,030.55 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Yearlsl Commission t3aid 2. Attorney's Fees Griffie & Associates (Estimate) 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Connie E. Alexander Street Address 529 North Bedford Street city Carlisle state PA zip 17013 Relationship of Claimant to Decedent Daughter 4. Probate Fees See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 5,500.00 3,500.00 966.54 TOTAL (Also enter on line 9, Recapitulation) I 17,997.09 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) FUNERAL EXPENSES AND ~4DIVIlNlSTRATluE CC9STS continued ESTATE OF FILE NUMBER Alexander, Hefen H 21-1 d-1117 ITEM NUMBER DESCRIPTION AMOUNT Probate Fees 1 Probate Fees 180.00 2 The Sentinel -Legal advertising 187.54 3 Register of Wills - 6 Short Certificates 24.00 4 Cumberland Law Journal -Legal Advertising 75.00 5 Reserves 500.00 I~-B4 966.54 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev~1512 EX+ (12-08) S~&IE~~l~E 1 DEBTS OF DECEDENT, MORTGAGE LIABiL(TIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Alexander, Helen H 21-10-1117 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REy-1513 EX+ X11-08) • 4 COMMONWEALTH OF PENNSYLVANIA fNHERITANCE TAX RETURN RESIDENT DECEDENT S~~IED@J~.E J BENEFICIARIES ESTATE OF FILE NUMBER ,q~exanaer, he~en Ih ~ 21-10-1 117 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT o 's (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 1 Connie Alexander Daughter One fifth 5,438.52 529 North Bedford Street Carlisle, PA 17013 2 Steven S Alexander Son One fifth 5,438.52 235 Marion Avenue Carlisle, PA 17015 3 Sue Ann Wolf Daughter One fifth 5,438.52 932 Gobin Drive Carlisle, PA 17013 4 Jordan T Wolf Grandson One fifth 5,438.52 932 Gobin Drive Carlisle, PA 17013 5 Logan A Wolf Grandson One fifth 5,438.52 932 Gobin Drive Carlisle, PA 17013 Total 27,192.60 Enter dollar amounts for distributions shown above on fines 1 5 throu h 18 on Rev 150 0 cover sheet. as a r opriate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) ?~tt~Y ~i11 ~~n~l C~,rsYrunrrck OF HELEN H. ALEXANDER I, HELEN H. ALEXANDER, of 529 North Bedford Street, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking; and making void all previous Wills and Codicils heretofore made by me. FIRST ~ I order and direct my Executor hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it nught be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. GRIFFIE & ASSOCIATI~S ATTORNEY-AT-LAW 200 NORTH HANOVER STREET NORTH MA1N STREET CARLISLE, PENNSYLVANIA 17013 CHAMBERSBURG, PENNSYLVANIA 17201 SECOND I give, devise and bequeath my entire estate of whatever nature and wheresoever situate, together with all insurance proceeds thereon, to my beloved spouse, SAMUEL A. ALEXANDER, providing that he survives me by sixty (60) days. THIRD Should my spouse, SAMUEL A. ALEXANDER, predecease me or die on or before the sixtieth (60`'') day following my death, then I give, devise and bequeai:h my entire estate of whatsoever nature and wheresoever situate, together with all insurance proceeds thereon, in equal shares to my children and grandchildren, CONNIE ELAINE ALEXANDER, STEVEN SCOTT ALEXANDER, SUE ANN WOLF, LOGAN ALEXANDER WOLF and JORDAN TAYLOR WOLF, who survive me by sixty (60} days, per stirpes. It is further my desire that my Executor/Executrix, after consuh:anon with any heir or heirs of mine who survive me, and in his, her or its own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he, she or it believes will be useful to such heir or heirs or desirable for him or her or them to shave, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his, her or its discretion, provided no other heir objects to the distribution.. .All tangible personal property not so distributed is to be sold, either publicly or privately, by my Executor/Executrix, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. GRIFFIE ~ ASSOCIATES Attorneys At Law 200 N. Hanover Street 2 38 N. Main ~ti'treet Carlisle, PA 17013 Chambersburg, P.~1 17201 FOURTH Any devise or distribution under this Last Will and Testament which is payable to any beneficiary who may be under 21 years of age or, in the judgment c>f my Executor/Executrix, mentally disabled, shall be held in a separate trust b:y my Executor/Executrix as trustee until such beneficiary reaches 21 years of age or during such period of disability. During the term of any trust created pursuant to this Paragraph, the Trustee is authorized to expend and apply so much of the net income and principal of each such trust as the Trustee shall consider advisable for the health, maintenance, support, and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains 21 years of age, or until all such amounts are paid out of trust. I direct that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction. FIFTH I grant my Executor/Executrix the following powers in addition to and not in limitation of such powers as my Executor/Executrix shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to de~aosit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. GRIFFIE c~ ASSOCIATES Attorneys At Law 200 N. Hanover Street 3 Carlisle, PA 17013 38 N. Main ~~~'treet Chambersburg, P.9 17201 (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last' Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of the settlement of my estate. GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street 4 38 N. Main ,~~treet Carlisle, PA 17013 Chambersburg, P.A I7201 (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, shf; or it deems necessary or proper to carry out the purposes of this, my Last Wi(1 and Testament. SIXTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject irl any manner while in the possession of my Executor/Executrix for the liability of such beneficiary. SEVENTH I nominate, constitute and appoint my spouse, SAMUEL A. ALEXANDER, as Executor of this my Last Will and Testament. In the event my spouse is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my daughter, CONNIE ELAINE ALEXANDER, as Executrix of this my Last Will and Testament. I direct that my Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. GRIFFIE 8r ASSOCIATES Attorneys At Law 200 N. Hanover Street 5 38 N. Main ,.~'treet Carlisle, PA 17013 Chambersburg, P.A I7201 EIGHTH I hereby declare it to be my expressed desire that my Executor/Executrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WI~REOF, I have hereunto set my hand to this my Last Will and 5~ Testament this `~j ~ day of ~ y ~ u S ~ 1999. WITNESS: '' %3~~ 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIA TES Attorneys At Law 6 ER 38 N. Main ~~'treet Chambersburg, P.9 17201 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND I, HELEN H. ALEXANDER, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. HELEN H. ALEXANDE Sworn or affirmed and acknowledged before me by HELEN H. ALEXANDER the Testatrix this ,,~~_ day of ~ ~ 1999. J T~ ~~:.~ Notarial Seal Robin J. Goshorn, Notary Public Carlisle Boro, Cumberland County My Commission Expires Apr. 17, 2003 200 N. Hanover Street Carlisle, PA 17013 GRIF~'IE c~ ASSOCIATES Attorneys At Law 7 38 N. Main ~.ti'treet Chambersburg, PA 17201 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND WE, ~~ ~~ ~~~ 1.~ ,~~z./ and _ ~~e ~ ~ (~ /r ~ ' , the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Wi:(1 and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~1 ,' Sworn or affirmed and subscribed befor-e e by ~~~~li~c. ~• ~~ 5`---~ ~~u~~ i y and "~~ ~-~ - ~ j ~ ~ this - ~ ~ day of 1.999. o~ Notary Public ?00 N. Hanover Street Carlisle, PA 17413 Notarial Seal Robin J. Goshorn, Notary Public Carlisle Boro, Cumberland County My Commission Expires Apr. 17, 2003 GRIFFIE & ASSOCIA TES Attorneys At Law 8 38 N. Main .Street Chambersburg, PA 17201 Attachments to Schedule B .~~ir,~~ ~~~~ ~~~~6~~~ ~ f~l~)~>~: ~~i ~<:!"!~~)~)Ic~~~~l~~~~ c:~r"! r,'Ean~~~:i~ tl~~eir t~c~irlir)c~<> ar)fir~l~ wit?~~ ~~l,~:x~~ :..; f.'I;.:C.:~':iri t:f:; l.,C)rTi~.)!.IIE.`r':r(`it,;i"f:''::~ ~r)V~:;`.>[.(:)1" '.!,r1l:I'(*~. ~ shlc:.'T:)Sit:i.:',. ~.15f:', t"illr~ `~ilCl)i')lf.', l.t)C)! I.0 ~ui~:iay anci ~;~asih~ tli~rl7t~ c~ccour)~, ir~fiorn"lr~ti~an, siyr~ u~~ ft:)r ~i~~ctrc~r)it~ irlcli~l«~ry t~f clt.)c,urr)t'l~t.s~ Y)nc~ rn()!s:`, (:.I)rc)!~ },t_;. i.r,)ciay %'l: t1UVV:,C.)i1'1~")tJCE.["SY}rlr"t..f:C)I"Ilrir)V~;_>L()1. BRADLEY L GRIFFIE GRIFFIE & ASSOCIATES 200 NORTH HANOVER STREET CARLISLE PA 17013 December 29, 2010 Company: AT&T INC. Registration: HELEN H ALEXANDER Holder Account Number: 00000146692 Document I.D.: 10355WF00671642 Our Reference: ATT/0002832770/18/RS/66032 Dear Sir/Madam: (amputershare Computershare Investor Services 250 Royall Street Canton Massachusetts 02021 www.computershare.com Thank you for contacting Computershare, the transfer agent for AT&T Inc. We appreciate the opportunity to be of service to you. On October 25, 2010, AT&T Inc. account number 00000146692 registered to Helen H Alexander held 717.435741 shares, which consisted of 151 shares held on Southwestern Bell Corporation and SBC Communications Inc, certificates, and 566.435741 shares held electronically, at the closing price of $28.36 per share. On December 28, 2010, the account held 723.465497 shares, which consisted of 151 .shares held on certificates and 572.465497 shares held electronically, at the closing price of $29.23 per share. The lost certificates have been stopped and an Affidavit of Loss has been mailed to your attention for the replacement of the shares. On October 25, 2010, A T & T Inc. account number 03000071268 registered to Helen H Alexander held 402 shares electronically at the closing price of $28.36 per share. On December 28, 2010, the account held 402 shares electronically at the closing price of $29.23 per share. On October 25, 2010, Frontier Communications Corporation account number 00005329485 registered to Helen H Alexander held 57 shares electronically at the closing price of $8.70 per share. On December 28, 2010, the account held 57 shares electronically at the closing price of $9.64 per share. On October 25, 2010, Verizon Communications Inc. account number 00008584206 registered to Helen H Alexander held 240 shares, which consisted of 120 shares held on Bell Atlantic Corporation certificates, and 120 shares held electronically, at the closing price of $32.35 per share. On December 28, 2010, the account held 240 shares, which consisted of 120 shares held on Bell Atlantic Corporation certificates, and 120 shares held electronically, at the closing price of $35.62 per share. If you have any further questions, please visit our website at www.computershare.com/att or you may contact us by phone at 800-351-7221. We offer an automated telephone service to assist you at any time, or you may reach a representative during regular business days, 8:30 a.m. to 8 p.m. Eastern Time. Please note that any available representative can assist you. BNY Mellon Shareowner Services P.O. Box 358333 Pittsburgh, PA 15252-8333 December 23, 2010 BRADLEY L GRIFFIE GRIFFIE & ASSOCIATES 200 NORTH HANOVER ST CARLISLE PA 17013 RE: ESTATE OF HELEN H ALEXANDER Dear Sir or Madam: ~`# ~- R R~ 1` .r•1 f~ i . I .~) (Company IQWEST (Name (COMMUNIC'AT'IONS INTERNATIONAL, INC. Account ALEXANDERH 1 LFH0000 Key - (Control ~- --- - ;201012220002393 !Number Telephone j877-268-2263 {Number Thank you for your recent inquiry requesting information for the above referenced account. Please be informed that the number of shares as on 10/25/2010 were 1.17. Also, note that the closing price, as on 010/25/2010 was X6.5300 per share. Additionally, the enclosed account transcript will provide you with the information requested. Specifically, this transcript provides: • Account Profile that offers a general account status; • Account Certificate Listing that outlines debit/credit of certificates; • Account Payment List, which details cumulative dividend payments; and • Dividend Reinvestment Account Summary that details shales purchased with reinvestment. And, this letter contains instructions for transferring shares from an account when the owner(s) is deceased and the estate has been probated, If you cannot locate the stock certificate(s), or if the estate has not been probated, Ulease call the toll-free number shown above to obtain further information and renuirements. 50 Shares or Less More than 50 up to 250 More than 250 Shares Shares Submit items 1 through 3 Submit items 1, 2, 3 and 4 Submit items 1 through 5 or Submit items 1, 2, 3 and 5 Required Items 1. Completed Transfer of Stock Ownership form signed by the Executor or Authorized Representative. 2. The oribinal stock certificates (if applicable}. 3. Inheritance Tax Waiver (if applicable). To determine if an Inheritance Tax Waiver form is required to be filed in your instance, please contact the state Tax Department located in the decedent's state of resiclenc;e. The Page 1 of 17 Share~w~er Se~vic~s PO Box 64874 St. Paul, Minnesota 55164-0874 www.wellsfargo.com/shareownerservices February 16, 2011 GRIFFIE & ASSOCIATES, ATTORNEYS AT LAW ATTN: BRADLEY GRIFFIE 200 N HANOVER ST CARLISLE PA 17013 Regarding: FINANCIAL CONFIRMATION Dear BRADLEY GRIFFIE, Account Number: 3500818824 Registration: HELEN H ALEXANDER Creation Date: 11 /18/2002 Issue Name of Stock: COMCAST A COMMON Total Share Balance on 10/25/2010: 151.00 Closing Price per Share on 10/25/2010: $N/A~` Ticker Symbol for the Company is: CMCSA It is exchanged or traded on: NASDAQ Request Number: 8923535 ID Number: P;K09634 WFType: CO *Wells Fargo Shareowner Services became the transfer agent for Comcast on 12/20/2010. Unfortunately, we do not keep a record of closing prices prior to becoming the transfer agent. We recommend you check the Comcast Investor Website, www.cmcsk.com, for historical pricing information. Transfer instructions will be mailed to you under separate cover. If you prefer, you can view genE~ral transfer instructions online, download a stock power and W-9 form from our website: www.wellsfargo.com/shareownerservices by clicking on FAQs, and then Transfer of Ownership or Making a Name Change. A transfer request received in good order will be processed provided there are no restrictions on the account which may delay or prevent a transaction from occurring. Please note that documents presented for the completion of a transaction or request will not be returned. If you have any questions, please call our Shareowner Relations Department at 1-800-468-9716. Sincerely, Shareholder Communications Enclosures: ~;omcast lnvestor Kelations -Historical ~toci. trice Looxup r~dbe i vi ~~ c1n to comcast.com enter keyword ''k' Contact! inveslo~ Relai+ons ~ i2e;{ues! invests Iniorrnauon ;;omcnst investor Ftelatan:. Honl= > Sluci: NeriorntAl;cr = tirsiorirnl Sioct. f'nrr Loakup } ~ ~ '~ ~~ 1rd+ t; t' ~w7• rL.~' ~`L. iw1~ ~ L: 1 t ~ ~ ~ ~ ~ Lr ~, 4.r:+ ..........,_~.....,. .... CMCSH. F<e~, i=ants :itocl~ Guotes ~~~:~i; ~':. Lr~tl'ti'YlC)t'~I ~s'f,J`'.~" Historical Stock Select a Uale October 25??' , 2010 :;• Price Lookup `` Week of 10125/10 investmen? Calculator Date Upen High Low Close Volume 1D/25/10 19.62 19.90 19.51 15.77 34,273,873 Dividends is 51ock 5niits 10/26/10 19.64 19.87 19.60 19.64 25,303,524 10/27/1C 19.5[ 20.48 19.47 20.27 47,332,802 10/28/10 20.40 20.95 20.40 20.86 33,962.24E 10/29/10 20.83 20.87 20.5E 20.63 25,6'50,745 Year End Stocl; Prices { ~~ ! ,.,~~ J ~ ~: ~y~'1 ~1 bS u 2 ~ ~. '31f:.26! :~~ i ~ ~~.. 1+ I ll. ~ ~ j~l it ~ - ~~ ~ ~ f -~ T '1Uiti! ?.1107 1 2ilit!i 1f10Er 2(r1[! Yoar CI~iCSF: G~c~`:~5; t`%: ~i~6:C:tc~l ~;JtYtYCipf i ~a$C7C:~; Select a Date March 1 ; 2011 - Week of February 2~, 2011 Date Upen High Low Close Volume G2/28/11 23.9& 24.34 23.98 24.32 8.026.64 i 03/U1/11 24.32 24.49 23.87 23.98 4,993,059 .....:.. tun: ._._, enlei! CMCSJ~. DMCSK Volume 16,61II,OOD Change -0.48 Lasf Trade $25.28 03/01/11 4:(10 PM ET Detaiier,~ Uunte:. Volume 4,992,100 Change -p,34 Last Trade 523.98 03/01/1': 4:OD PM ET Detaned ;,luote_ _'.OO~c. SriFafcase _:'11811 AIertS -;5;~ F-eeci itilotlil:: Investor ~cvmioad Liorar:.r ~om(:~IS"s. ~levr :.O11IEI11 .tOlt1~ 1>'er1tUFG~ Gef Mare fnrormaUor: bl. Form 10-N: (Annual Reportj 02/25/2011 Comcasl Corporation to Partictpale in Credit Suisse investor Conference 02!24/20'1 i Morgan Stanley Investor Conference 03/02!20'11 Vle~d 4 ~.OI11Ca.SI lI1VeSt01' t~G.t~].i]UI"15 - ri15LUt~1(:d.l ~w~1: I-111:0 L,vunuy 1 arc .:. ~i ~:, Year end Stocl; Prices ~_. ----.__ , u 2.. ~ t + 3: 1 E , °'~'" eft D is I ~ ' ~ ~ !. } .. S~ _ ~ ~ y t~~i ~~ (; - ~1~ i ;~ ::~ ~: ~~r;. ;,~s., , ~r r~ ~ :, ,,,i.. . 2(lUi: 1q(l7 2i1f1!: :[Ufl!~ltlll! Yoar Uisciallner UJ/ f;UtnG3ny f :n311C1~i16 :~ Z!'~I i ~orncasi ~=ltl:~ll f~'.CrCS ;>tOG: Periomtance Carpo;aie tiUVtrrflJnCE; i;5;i r~eUS ;,;r:ar'?noldc--;icrvi;.e:: Contact Invatcr ~eiai~ns ~%IS ~- A~r~emt~,n! nvcst~~r Iv©w;, Requasi Invc~sior Inic;rrratic:n Pnv~sc; Slaiem~.nt E.:vnnts 8 ~rrseniauon Sue tdla;; Pr~SS Rnon'~ Attachments to Schedule E ,. MST 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-~~349 Fax (302) 934-295` November 30, 2010 Griffie and Associates Attorneys and Counselors at Law 200 North Hanover Street Carlisle, PA 17013 Re: Estate of Helen H Alexander Social Security: 226-24-5216 Date of Death: October 25, 2010 Dear Sir or Madam: Per your inquiry on November 17, 2010, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total Checking Account 23516313 Helen H Alexander Connie EAlexander (POA) 0828/88 $196.90 $ .00 ........................................................................................................................................... $196.90 For further account information, closures and/or reimbursement of funds please call the High Street Carlisle Office at #71.7-240-4536. We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not inc]ude any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement 1 Sincerely, ~~ C~%~ _ ~ Tammy Spencer Adjustment Services