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HomeMy WebLinkAbout10-14-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL 7AXE5 DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015064 EVANS SUSAN B 204 FRIAR COURT MECHANICSBURG, PA 17050 ,old ESTATE INFORMATION: ssrv: FILE NUMBER: 21 1 1 -0185 DECEDENT NAME: BEARD EDITH J DATE OF PAYMENT: 1 0/ 14/201 1 POSTMARK DATE: 10/14/201 1 couNTY: CUMBERLAND DATE OF DEATH: 01 /22/201 1 REMARKS: 196-14-3797 ACN ASSESSMENT AMOUNT CONTROL NUMBER 53,038.16 TOTAL AMOUNT PAID: CHECK#1025 INITIALS: HEA SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS J 1505610101 REV-1500 ex t°'_1°' ~` PA Department of Revenue Pennsylvania _ ~' _. -- -- --a._~ __ _ Bureau of Individual Taxes DEO,RTMENioFaEVENUE County Code Year File Number Po Box 2so6oi INHERITANCE TAX RETURN Harrisburg,. PA 1']128-0601 RESIDENT DECEDENT ~ 1 / ~ O O 1 g S __.__ ENTER DECEDENT INFORMATION BELOW - - - - Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY / 5~~ ly 397 0/ 2z2d/~ 072 / /9.z5' Decedent's Last Name Suffix Decedent's First Name aFA ~ D MI ~j F D / T hl 1 (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t~ 1. Original Return _ 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate -_: 4a. Future Interest Compromise (date of _ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living "trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received s_ 10. Spousal Poverty Credit (date of death ~, 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) ~_~_. _~_ .-z__~_._ _ _~.~~..-.~. __ ___ Name .r-.. -a. _.. _. CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number svs ~~ a c vr~l~ 5 ~, 7 7os 73~~ First line of address ,Zoy fRi~+R~ouQ-T Second line of address City or Post Office !~l ~~H~-u ~c sr3uRG -- ~~ .... _ Ta ,_ _ ~`:; .~; ._. -- - -z7 ... , ~ j", i~~ -,~ ~, I_, , _ , --~ _., - - ~~ - ,.? r ` State ZIP Code - -- ~ ~` ~- `~ - - y ~ ~ .:T=~ P A 1 7 oSo `' Correspondent's a-mail address: _ S ~ t TM~ P~ 14 U~.. GO N1 Under enalties of e u pl declare that I haveP xapmined this return, incpluding accompanying schedules and statements, and to the best o p p 9 ry f my knowledge and belief, it is true, correct and corn lete. Declaration of re arer other than the ersonal representative is based on all information of which preparer has any knowledge. _.._._ _ .d. ~. SIGNATURE OF PE ON RESPONSIB FOR ING RETURN ~~ ~ ~ ` `~ -`"" ` ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE - DATE ADDRESS _ _~ -_ PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610101 1505610101 J 1505610105 REV-1500 EX Deced ent's Social Security Number Decedent's Name: G ! 5 ~p / ~ ?' 7 ~ 7 RECAPITULATION _...-_ - - -- -_ 1. Real Estate (Schedule A) ......................................... .... 1. 2. Stocks and Bonds (Schedule B) ................................... .... 2. ~ (, 2 y • d 3 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .... 3. • 4. Mortgages and Notes Receivable (Schedule D) ....................... .... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)... .... 5. ~ ~ I 7 ~ , t~ 2 6. Jointly Owned Property (Schedule F) -~~ Separate Billing Requested ... .... 6. 3 ~ 7 3 $ . ~ O 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ;~~ Separate Billing Requested.... .... 7. ~ ~ 8 '~ ~{ • 8 3 8. Total Gross Assets (total Lines 1 through 7) ......................... _. .... 8. 8 J ~ 2 1~ • 2 $ 9. Funeral Expenses and Administrative Costs (Schedule H) ............... .... 9. / 3 ~ ~ d • (, S 7 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... ... 10. 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. I 3 I J aF • ~ g 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. t; 7 ~' ~ ~ • 4 O 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. (0 7 5 / ~ • ( O _ _-._... -~.. - ALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ,~-..o_.~__ .~__.__~._~_~. ..__... ......_ ._..___.,_,~~.~_ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0- . 15. ~ 16. Amount of Line 14 taxable at lineal rate X .0 ~',~ (~ 7 S / 'f • L O 16. 3 O .3 $ ~ 17. Amount of line 14 taxable at sibling rate X .12 • 17 18. Amount of Line 14 taxable . at collateral rate X .15 . 18 ~, 19. TAX DUE .........................................:............ ...19.: 3 O 3` Q s / ~ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 J REV-1500 EX Page 3 Decedent's Complete Address: File Number a oil - v ores DECEDENT'S NAME Ed,~~ T. 13e~~~ STREET ADDRESS ` - / 5 (~evon5j'-rR~ SQuoa~e CITY r- MCt~'lAi1~cSI9v/ STATE JAR Zip / 7o So Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 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. (1) 30 38. ~~ Total Credits (A + B) (2) (3) {4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3 d 3~ , / G 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; or .................................. 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 surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. 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)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)j. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • 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)], 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+ (6-98) SCI~IED~ILE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ,~ ~ FILE NUMBER All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of Survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. f~~s r de n c ~ Iq L~vons~~ ~~ Se~-~ Mac-rtiA~/t~~g l~vr~ P~ r ~o~o 0 ~ ~ ~'~~ , ~' s~ sue. TOTAL (Also enter on line 1, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF ^, ~, FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH t~ 81ot Sh~-res ~l~t~d j 2ish aA~ ks Corninan STacK CVs tP o[~i228 t/o ~ 3~ G 3 '~L ~ Vd.lt.e.t o~ /-,2l-lI ~ .S ~ ~r Sha,c~ . o it, 3 .'I ;S 17a~~ 5 C' Gn'r't,t~~Ry L.tn k / / t STDcK Co/ytMo/ CVSff I~~G70olOG Vq~.ue on 1-2l- !t ,![/ ~/~.lt'o j~~ '~ /3 y 4. IZ S ,< 3. ~8 Sy,~aao W~~ds~R~r~~t ~Onni»a~ ~~C.K Gvstp q~~Y/wia~ VAwe. on 1-'L!-tt ~ 12.7`x' ~p~,c.sha.r~c TOTAL (Also enter on line 2, Recapitulation) I $ %{ (, .~ 'S~. ~ ?J (If more space is needed, insert additional sheets of the same size) REV~1508IX * ii97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MSC. IN RESIDENT DECEDENT RN PERSONAL PROPERTY ESTATE OF FILE NUMBER ~al tf-h ~ ~P_Ar~ eZ0/l - 00 /F3S Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointty-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ • M ~T 'B A ~- tL - Chc c r~.~.~ A c ~ v ~-.-'t' _' 9 ~ S~ 3131 [r}~tt.tSe.ac p~aE - (-j~rrtl~D e~ Tr1gN P >M•c,~~a/t~cs BERG /~}-- r7oSa. ~ 8048.82 Closc ou? I3q•t.~ ~ ~ E .Z. MST ~gnlc - PcnS~on Se~e.v~cts P•v• i~oX 7G7 2'R~ t'~~Tra~t/3~non r~co'D r-2s-II ~af~d«~~ 1~30.~0 ~ . ~ o t tS f cd e.¢G.l s~-coM e. t~X ~2 ~c~' v,c N ~ t f ~ ~ !. 0 0 ~-GK COIO~ 1~''~L ~Gl~ C-D~ '~. I~Grso~al household ~ooc~g/C/ofAt.~S ,~ f ~ too. 00 ~,o t ~ S vAtuG cc~ Py ~~~~at~Eti '/ S~`f ~ 2 . a o TOTAL (Also enter on line 5, Recapitulation) I $ Z 2 I7 Z , ~2 /If mnrc en~ro is naallPlt incarf Aftfh$l1nAI RI1P.P.tS Of the SBRte SIZe) REV-1509IX+(1S~ SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ~d1th T 3~Ard. zolr- oore s If an asset was made joint within one year of the decedent's.date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A, $gabw,cq "acRrd C,pa1C~G I$-,'to U~ata~.~~t F'I412v~t.5 t.N l7q~hta,z, Vlt~na V14 221 $ 2. a. St.~s~tn ~tard E/~c-~ s c. JOINTLY-OWNED PROPERTY: ao ~f FR ~~ ~ ~o u a't' ~cc.k~rt~cslo~r~5 ~~ 17cSo L7A,,t,~1~,{~c. Q ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY Include name of financial institution and bank account numberor similar identifying number. Attach deed forjointty-held real estate. DATE OF DEATH VALUE OFASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERES 1. A. /9//443 1/An ~e,qr d Aco`+ 05 >~8d'0 X35 P 1 q 2 O~ D5G •o~ So% 10, 02$• a° .Z. ~'• 4/lye VAn~cruA•rd ~Icc=~ Dyt~~o8~281 2d~ d~•oo ~~`I~ to nz$,oc 3. l~. ~ ~en~essy ~nds A«`a- ~~t:SlS 1~,~LS.3t SDq~ L~13Z.~c t.{ ?~. 7~/o~iy TP-rr,.~s Hand Acc`~.~2-2~~o22[.µ 13~ 135. 3s $D `7 1. S(.~i•S' . I TOTAL (Also enter on line 6, Recapitulation) ~ $ ~ ~. 738, 00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX ~ (1-9]) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF ~ ~ `t ~ J ~ e IA ! ~ FILE NUMBER ZOII - 00l8S~ This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE JMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE ~ . TR ~! ~ c.cc~ u. n-r - M+T 73 A n k -~«0~-~7' *~ 3Soo4~2oi£3~7oZ3 23 S~~F.83 2 3,8~'f•83 '(3encTlu~rtcs v-F f~ cc~u~.--r JD Al.~~ tiara. ~2u1'~ ~o~C.~2r~ Gi ou-~~1~ ~- G rL. ~"~ ~o y~t.~.Sa. n ~.P.a. r ~ EUc~~t s~ c`Ic.,~...rf 4t ~GrL TOTAL (Also enter on line 7, Recapitulation) I $ Z 3 87~If. 8 3 (If more space Is needed, Insert addltlonal sheets of the same size) REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDULE M FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Fd 1~-h 7. 3~q rd zou- oores Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MAT/NCMEt~ .. "~AuGHrER Fw~t~cc~.( l-40.+1 G. ('~~ t48.vv ,Q L o E. rK 4 ~•. 5'r (M,11D D a E Tb u.+.n / 7d ~ 7 13 ~ t t a--tt~ chc d 'j~to.,.ly s ~lo i,.~e,,r 5 Z 7S. SS B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: State Zip 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) ' Claimant Street Address 4. 5. 6. 7. City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees /¢~d(r><lona. l $~sa,tf Gu~i Fic~.r{ s .Z `f. b D POsr-AG E~ STA~N.A 5 25.x°8 Esf~ k R«ow..-~ Gh,«fC s ~ r. ~ S 7363 3G5. ~'a 7~. ~3 TOTAL (Also enter on line 9, Recapitulation) I $ ~3,~l~cl~. LS (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER cd ~+-h 7. /3~ rd 20 tlt - oa t8 s NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J t- ^~ 1. ~prga~4.. I~cwrd ~'b~~,~ 1 Sao V ~ ~Ev.c...s Fi4e.~. s ~n v«.~a v ~ z Zt: 8 Z ~, ~ a ~ ~~ d Erxvt s ~~ Lr k-,~ Sa°jo ao~ FR-~4,c- C'f" ~cc.~An.c~b~~~ Ip/} 1?cs'a ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) COMPARATIVE MARKET ANALYSIS SUMMARY The Information Contained in this Summary Indicates the Following: Comparable Number Sales Price Adjustments + or (-) Adjusted Value 1 $285,000 ($18,700) $266,300 2 $228,000 $2,850 $230,850 3 $247,500 ($3,840) $243,660 TOTAL $740,810 Total/ 3 =Indicated Value of Subject Property Range of Value: $239,500 - $254,350 SUGGESTED LIST PRICE: $249,900 - $259,900 $246,950 This is an Opinion of Market Value and Not an Appraisal For Subject Property: l9 Devonshire Square, Mechanicsburg, PA 17050 COMPARATIVE MARKET ANALYSIS Date: Subject: 19 Devonshire Square Prepared By: David Cordier Sale #1: 13 Devonshire Square Prepared For: Estate of Edith Baird Sale #2: 44 Devonshire Square Sale #3: 14 Devonshire Square FEATURES Subject Property Sale #1 Adj. Sale #2 Adj. Sale #3 Adj. List Price $ 299,900 $ 239,900 $ 255,000 Sold Price $ 285,000 $ 285,000 95% $ 228,000 97% $ 247,500 Sold Date 6/18/2010 4/1/2011 4/1/2011 # Days on Market 4 50 22 Style Trad Aft. 2-St Trad Aft 2-St $ - Trad Att 2-St $ - Trad Att 2-St $ - Bedrooms 2 3 $ - 2 $ - 2 $ Baths 2.5 2.5 $ - 2.5 $ - 2.5 $ _ Construction Brick Brick $ - Brick $ - Brick $ Square Footage 2424 2864 $ (13,200) 2329 $ 2,850 2552 $ (3,840) Garage/Parking OvrSz 2 Car Att OvrSz 2 car Aft $ - OvrSz 2 car Aft $ - OvrSz 2 Caz Att $ - Condition Excellent Excellent $ - Excellent $ - Excellent $ - Heating Heat Pump Heat Pump $ - Heat Pump $ - Heat Pump $ - Air Conditioning Central Central $ - Central $ - Central $ - Basement None None $ - None $ - None $ - Granite Countertop None Yes $ (2,500) None $ - None $ - lst FIoor Master None Yes $ (3,000) None $ - None $ - Sold Price $ 285,000 $ 228,000 $ 247,500 Adjustments $ (18,700) $ 2,850 $ (3,840) Adjusted Price $ 266,300 $ 230,850 $ 243,660 ~11i ~j ~~ '~ CenturyLinkTM D03118 I~Inll~l~ullillm~illl~~l~l~lillllult~~litlnl~l!Ill~lil~~llil EDITH JOHNSTON BEARD 19 DEVONSHIRE SQUARE MECHANICSBURG PA 17050-6877 omputershare Computershare PO Box 43078 . Providence, RI 02940-3078 Within USA, US territories 8 Canada 800 969 6718 Outside USA, US territories S Canada 312 360 5215 www.computersha re. com/i nvestor Holder Account Number C 1000082241 I N D Record Date 18 Feb 2011 Check Number 0000138707 SSNITIN Certified Yes - ~ OO1CS D q CenturyLnk;.lnc. - Dividend~~Payment - Sign up for Direct Deposit of your Dividends It's Quick! It's Easy! It's Secure! See reverse side for details. Dividend Confirmation Payment Date I Class Description I Participating I Dividend I Gross I Deduction Deduction Shares/Units Net Rate Dividend ($) Amount ($) Type I Dividend ($) 25 Feb 2011 COMMON 32 X0.72500 23.20 0.00 N/A 23.20 Year-To-Date Paid 23.20 0.00 23.20 ICD70003 OOHXDA-PP 1UDC. C T L '+ wi ndstream IMPORTANT TAX RETURN DOCUMENT ENCLOSED 006466 Illnllrrnlitllut~iillrilri~lnlllnlirriihniriliiriilruiil Recipient EDITH JOHNSTON BEARD 19 DEVONSHIRE SQ MECHANICSBURG PA 17055-6877 ~omputershare Computershare PO Box 43078 Providence, RI 02940-3078 Within USA,. US Territories 8 Canatla 800-697-8153 Outside USA, US territories & Canada 312-360-5207 www. computersha re.com~nvestor Holder Account Number 00000306444 I N D Record Date 37 Dec 2010 Check Number 0000518511 SSNITIN Certified Yes OOICSOOOS.DOMLNG_PG1.WIN.120644 35877/006466/006466/i - - ` _. JVINDSTREAM CORPORATION -Combined Dividend° Payment / 2010 Tax Form 1099-DIV Corrected (If checked) Account Number 00000306444 Form 1099 -DIV -Dividends and Distributions 2Q10 Copy B -For Recipient ~ Recipient's ID No. ending in '*'-*"•3797 Payer's Federal ID No. 20.0792300 This is important tax information and is being famished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed on you 'd this income is taxable and the IRS determines tlwt it has not been reported. OMB No. 1545.0110 Deparhnent of the Treasury-Internal Revenue Service Recipient EDITH JOHNSTON BEARD 19 DEVONSHIRE SQ MECHANICSBURG PA 17055-6877 L.I w~ai vi~u racy Dividends ($) ~ ~tuannea Dividends ($) I u Nonulvlaend Distributio $ 4 FEDERAL INCOME s Foreign Tax ~ Foregn Cotuttry a Cash Uquidation ns ( ) TAX WITHHELD ($) Paid ($) or U.S. Possession Disfri. ($) Payer's Details 48.00 48.00 0.00 0.00 0.00 WINDSTREAM CORPORATION C/0 COMPUTERSHARE PO BOX 43010 PROVIDENCE RI 02940-3010 Form 1099-DIV (Keep for your records) Dividend Confirmation Payment Date I Class Description I Participating I Dividend Gross I I Deduction I Deduction Net Shares/Units Dividend {$) Rate Amount ($) Type I Dividend ($) 18 Jan 2011 COMMON 48 $0.25000 ~ 12.00 0.00 NIA 12.00 Year•To•Date Paid 12.00 0.00 12.00 46UTX W I N '~' 1CD70006 OORX6A-PP-(F2) C ~ .. ~i I ~~ [~ t» m ~ cr ~ ~ ri ~ ~ G~ ~ e c~ m v v m Q A n m a 0 ~o ~ ,~ i ~~ p~ 8S8 g^ Z ; Z ~ ~' A .~. 3 ~ ~ g~~~ 5 gv yiF 3~ L ~~ Q y~ gyQ S . j ;. r~ ~ ~ B r~ _~ ~ m •~ 4~ ~ w ~ C~ r ^i ~ ~ ~ C) 0 ~° r~ C N 1 _~ iJ ~T1 a i ~_ a m x d ~ ,~ i Q a ~~ o . ~~, ~~ I a ~~ ~ .~ ~~ ~~ ~~ s~ ~ ~' I $sd i 4 ~; ~~ ~~ ~~ ~~ ~~~ lVl~Sti 1)cuut ____ STATEMENT PERI>7D PAGE: JAN.12-FEB.11,2011 1 OF 3 00 0 06109M NM 017 ~ ~ ~,~~~' 1/ 1906 EDITH J BEARD 19 DEVONSHIRE SQ MECHANICSBURG PA 17050-6877 __ SEI;ECTEA ACC©UNT SUMMARY. _ .._ ACCOUNT ACCOUNT INTEREST EARNED MATURITY ENDING TYPE NUMBER YEAR-TO-DATE DATE BALANCE M8T SELECT WITH INTEREST 000000092565131 0.14 0.00 AIrCOUIVT EDITH J BEARD M&T SELECT WITH INTEREST rrt.E ACCOUNT N0. 92565131 HAMPDEN INTEREST EARNED FOR STATEMENT PERIOD 0.07 ACCf111NT CIIMMAQV BEGINNING 'BALA'NCE. DEPOSITS !& OTHER ADDITIONS CHECKS PAZD,. OTHER SUBTRACTIONS CURRENT INTEREST PD ENDING BALANCE N0. AMOUNT N0. AMOUNT N0. AMOUNT 9,507.80 2 2,916.21 2 909.50 2 11,514.59 0.08 0.00 OCCf111NT ACTTVTTV POSTING :DATE ; TRANSACTrON:DESCR7PTION .DEPOSITS,INTEREST: 6 OTHER ADDYTIONS_ CHECKS :6 OTHER SUBTRACTIONS DAI 1~ $ALANCE 01-12-11 BEGINNING BALANCE 59,507.80 01-13-11 DEPOSIT 100.44 9,608.24 01-27-11 CHECK NUMBER 5290 150.00 9,458.24 02-01-11 US TREASURY 312 CIVIL SERV 2,815.77 12,274.01 02-03-11 REVERSE DIRECT DEPOSIT 2,815.77 9,458.24 02-04-11 CHECK NUMBER 5291 759.50 8,698.74 02-11-11 INTEREST PAYMENT 0.08 02-11-11 CLOSEOUT 8,698.82 0.00 ENDING BALANCE 50.00 ___ _ __ __ CHECK$.;PAID SWMMARY 5290 01-27-11 150.00 5291 02-04-11 759.50 ANNUAL PERCENTAGE YIELD EARNED = 0.00 100BA{6/07) : ~r ~ =r "' ~ ' ~ r ~ ~ _. r ~: r " _ u V ~/~v /v M8T Manufacturers and Traders Trust Company 00025 EDITH J BEARD 19 DEVONSHIRE SQ MECHANICSBUR6 PA 17050-6877 Dear M&T Retirement Customer: DATE JANUARY 25 2011 Attached is your distribution check number 000057969 in the amount of $ *******1,730.60 from your Retirement Account number 35004201867023 . Distribution Amount $ *******1, 922.88 Withholding Amount $***~***~*192.28 Net Check (Below) $ *******1, 730 .60 Thank you for banking with M&T Bank. Sincerely, M&T Bank REMINDER TO RETIREMENT CUSTOMERS RECEIVING PERIODIC DISTRIBUTIONS: Member FDIC If federal income taxes are being withheld from the distribution payments you are receiving from your retirement plan and you do not wish to have taxes withheld or you would like to change the amount of withholding going forward, please notify your Bank Office to change your withholding election. If federal income taxes are not being withheld from the distribution payments you are receiving because you have elected not to have withholding apply, and if you wish to change that election and have federal income taxes withheld from your distribution going forward, please notify your Bank Office to change your withholding election. Please note that if you elect not to have withholding apply to your distribution payments, or if you do not have enough federal incdme tax withheld from your distribution, you may be responsible for payment of estimated tax and you may incur penalties if your income.tax withholding and estimated tax payments are not sufficient. NI-015 (Rev 9/08) , L089N (5104) J HOLD~DOCUMENT UP~TO THEUGrfir TO VIEI$ TRUE VJATERtgIP~,E?K' r 0 ~DOCUMENTUP TO THEtIGHT OT uIEV~T~UEA4k13M~K,.". _ it ~ _, .~. .;. ...~, ' ~ NO. 000057969 220 ~~w ~r .i t afan rers and Traders 1'ru°st•CompaYty Pension services DATE JANUARY 25 2011 P.O. Box 767;. Buffalo, New York 14240.0767 RETIREMENT ACCOUNT NO. 35004201867023 PLAY SUM OF . ~E3E3E~E~~ '` _ ` 1,,730 D~LLAR~~AND 60~CENTS`' $~~~~~~~1,730.60 ~: L _ `~" ~ ,~ ~ ","rya ~ :' a ~ ~t- ,~„ ti . TO~THE ORDER OF w `~ ~ ~ r~ t ..° , ;~ ~,; ~~~"~ f a t~E~Dr1rTH `rJ~BEARD ~ ~, ~* ~~ . 19DEVDNSH7IRESQ~ ~~~" ~ _ ~MECHArNI.C~R ~PAt' 1705A-6877 :, ~~ ~ //~.~~r Sxudly ~ t " T DeWls onOn Back ~ ..^ nnnn r nn r o..^ .^n ] ]nnnn 1 I' .• ~ inn [n ~ 7 In 7 ] i Glre iooo K 772, 253, 01 7 _ ~~ . Check No. ,S ,~~:`~ 04 08 11 1 AUSTIN, TEXAS 2310 62761207 ~~'~ ., 2310 62761207 20090900 I30-OBEAR KANS CYTAX REFUND gay to I~~~III~~~III~~~~LLIL~~~II~~L~LI~~II~~~I~~~IIIJ~~I~L~rI `' eo~derof SUSAN B EVANS E'X`EC 12/10 EDITH J BEARD DECD 07 $***4751*00 19 DEVONSHIRE SQ MECHANICSBURG.PA 17050-6877 VOID AFTER ONE YEAR r+eai~Y+I~ISeuaauaolleFl~ce .i" -~ 1~. i ss 1 jifj~~i~ ~(]7-17 ~ I'71 ~ (}''I ~I~'?~ I~,~ II~ 11 ; II~ I!I t~~4 ! I I I _I-yT I .I'T ISS ~il~l_ - i i~L~~e~i'IiI ~.~ 4~sl~ll !, ~"1!~-` Ji Ilii~ ;• ~'II_i, Illl ll~f 11 ~s !C'~~~Ili I ~1_r-r Tl~j3.1 ~ ^' f III ` I Ill~i~s~ l1~~1 I~Ij riTi~~~~~~-I~-VIII .~1~~I~I:~l:~ar.~~r~ I ~~,~ Izl!11_~i~ls~iii~l~ls~r x:000000 5 LBO: 6 2 76 L 20 7 311' 0404 L L Consignor Settlement Cordier Antiques & Fine Art 2151 Market Street CO #: 2711 Camp Hill, PA 17011 Date: 7/21/2011 Phone:717-731-8662 Fax:717-731-9830 page: 1 Consianor: 1807 Estate of Edith Beard c/o Susan Evans 204 Friar Court Mechanicsburg, PA 17050 Phone:717-697-3132 action: Variety Auction 6/26/11 .ot# Description Quantity Unit Price Ext.Price Comm/BuyBack Expenses •19 C77 INDIAN CENTS (26) 1.00 35.00 35.00 -7.00 0.00 Bid Card # 126 • 0 C78 INDIAN CENTS (165) 1.00 115.00 115.00 23.00 0.00 ------------- ----------------------------------------------------------------------------- - Bid Card # 139 •21 C79 UNSEARCHED WHEAT CENTS (358) 1.00 20.00 20.00 -4.00 0.00 ------------- --------------------------------------------- - - - - -- - - - - -- - - Bid Card # 153 •22 C80 MISC -NICKELS, DIMES, HALVES, SILVER 1.00 85.00 85.00 -17.00 0.00 DOLLARS Bid Card # 164 -------------- .23 ---------------------------------- - - - -- ---------------------------------- C81 1876 29 CENT PIECE ----------------- 1.00 -------- -- - - - 400.00 400.00 -80.00 0.00 ------------- --------------------------------------------- - - - - - - Bid Card # 158 C82- 3 CENT SILVER, NICKEL, ETC 1.00 60.00 60.00 12.00 0.00 ------------- ----------------------- --- - - - - - -- - - --- -- - - Bid Card # 151 •5 C83 SILVER QUARTERS(157) ----- 1.00 --------------------- 850.00 ------------ =-- 850.00 - - - -170.00 0.00 -------------- ---------------------------------------------------------------- --- -------- ------- - - Bid Card # 113 •26 ~ j C84 SILVER WALKING LIBERTY HALFS 61 - 1.00 625.00 625.00 - 125.00 0.00 -------------- ---------------------- -- - - --- - - - - - - -- ------------------------------------ --------------- Bid Card # 142 •27 () C85 WALKING LIBERTY HALF DOLLARS 3 --- 1.00 ---------- - - - 80.00 80.00 16.00 0.00 -------------- ------------------------------------------------------------------------------ ------ -- Bid Card # 142 C86 ROLLS SILVER HALF DOLLARS - --------- 1.00 --------------------- 210.00 -- - - 210.00 -42.00 0.00 WALKERS & FRANKLIN Bid Card # 138 •29 C87 ROLLS SILVER HALF DOLLARS - 1.00 210.00 210.00 -42.00 0.00 FRANKLINS Bid Card # 142 •30 C88 ROLLS SILVER HALF DOLLARS - - ---- 1.00 - - 210.00 210.00 ------- -42.00 -----------------------~ 0 00 WALKERS & FRANKLIN . Bid Card # 142 •31 C89 ROLLS SILVER HALF DOLLARS - - - - ------ 1.00 --------------------- 210.00 ------------------- 210.00 --------------- -- -42.00 0.00 WALKERS & FRANKLIN Bid Card # 142 •32 C90 ROLLS SILVER HALF DOLLARS - 1.00 210.00 210.00 -42.00 0.00 WALKERS & FRANKLIN Bid Card # 138 Consignor Settlement Cordier Antiques & Fine Art 2151 Market Street Camp Hill, PA 17011 Phone:717-731-8662 Fax:717-731-9830 CO #: 2711 Date: 7/21 /2011 Page: 2 .ot# Description 133 C91 ROLLS SILVER HALF DOLLARS - WALKERS & FRANKLIN 134 C92 ROLLS SILVER HALF DOLLARS - WALKERS & FRANKLIN '~35 C93 ROLLS SILVER HALF DOLLARS - WALKERS & FRANKLIN -------------- ~36 ------------------------------------------------------------------------ C94 ROLLS SILVER HALF DOLLARS - WALKERS & FRANKLIN X37 C95 ROLLS SILVER HALF DOLLARS - WALKERS -------------- 138 ------------------------------------------------------------------------ C96 ROLLS SILVER HALF DOLLARS - FRANKLIN 139 C97 KENNEDY SILVER HALVES (10) 140 C98 VINTAGE US GOLD PCS -1908 141 C99 VINTAGE US GOLD PCS -1911 --------------- 142 ------------------------------------------------------------------------ C100 VINTAGE US GOLD PCS - 1911 143 C101 VINTAGE US GOLD PCS - 1926 --------------- 144 ------------------------------------------------------------------------ C102 VINTAGE US GOLD PCS -1884 --------------- 145 ------------------------------------------------------------------------ C103 VINTAGE US GOLD PCS -1895 --------------- 146 ------------------------------------------------------------------------ C104 VINTAGE US GOLD PCS -1909-D 147 C105 NEWVILLE PA NATIONAL NOTE 148 C106 FEDERAL RESERVE NOTE V ---------------- 149 ---------------- ------------------------------------------------------------------------ C107 RED SEAL STAR NOTE, MISC ------------------------------------------------------------------------ Quantity Unit Price Ext.Price CommlBuyBack Expenses 1.00 210.00 2.10.00 -42.00 0.00 Bid Card # 150 1.00 210.00 2:10.00 -42.00 0.00 Bid Card # 113 1.00 210.00 210.00 -42.00 0.00 Bid Card # 142 1.00 210.00 210.00 -42.00 0.00 Bid Card # 113 1.00 210.00 210.00 -42.00 0.00 Bid Card # 142 1.00 210.00 210.00 -42.00 0.00 Bid Card # 113 1.00 45.00 45.00 -9.00 0.00 Bid Card # 146 1.00. 250.00 250.00 -50.00 0.00 , Bid Card # 141 1.00 220.00 220.00 -44.00 0.00 Bid Card # 148 1.00 240.00 240.00 -48.00 0.00 Bid Card # 161 1.00 280.00 280.00 -56.00 0.00 Bid Card # 161 1.00 360.00 360.00 -72.00 0.00 Bid Card # 148 1.00 390.00 390.00 -78.00 0.00 Bid Card # 1.41 1.00 340.00 340.00 -68.00 0.00 Bid Card # 148 1.00 60.00 60.00 -12.00 0.00 Bid Card # 156 1.00 60.00 60.00 -12.00 0.00 Bid Card # 157 1.00 40.00 40.00 -8.00 0.00 Bid Card # 144 Consignor Settlement .ot# Cordier Antiques ~ Fine Art 2151 Market Street Camp Hill, PA 17011 Phone: 717-731-8662 Fax: 717-731-9830 Description CO #: 2711 Dater 7/21/2011 Page: 3 Quantity Unit Price Ext.Price Comm/BuyBack Expenses Total Quantity: 31.00 Total Invoice Sale Price: 6, 865.00 Total Commission: ( 1, 373.00) Total Due to Consignor: 5 , 492.00 Total Payments: 0.00 Balance: $ 5 , 492.00 Positive Balance, Monies Owed to Consignor COMMISSION SETTINGS Calculate Commission By: Each Commission Structure Type: Fixed Any Amount 20/ 0 0 0 mo °- o ° o° R m N 7 N ~ O O C7 p ~ CSI ® i1- j Q] ~ ~ ~' O ~ ~ O b4 O ~ N N O m d- ~ m ~ ~ O ~ = O O O O ~ ~ N G~3 l.S7 V' 1.0 Q .C ~ ~' ~F- O f{/VF ~ ~ pOp pOp O 'N C' J [`7 ~ . i ~ C.t' m ~p ~ ~ U ~. 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T (/k o ~'. ~i ~ ~ O N N m ~ ~ ~ H U p. ~.. + „ ~ m ~ ~' . ~ ~: , ~ '~ v Q ~ c> =7 o m Ql m m N "~' 6~9 m W C~] O ~O. 0 m C7 c+i c%~ cD fA O O ~\ ~~ a~ C O U C m m D] C .~ rn m m y V m a m O P7 0 O 0 0 0 rn rn v O O Cpl u~ N Q) V' O a m a m Y m J o ~_._._v hvestor Statement Page , of z f Hennessy Funds for the period of: January 1, 2011- March 31, 2011 Formulas for Smart Investing ~ Investor Services: 800-261-6950 Internet: www.hennessyfunds.com I~~~II~II~~~~'~~,I~~~~I'II1~~1'IIII~~I~~II"'~I'~~I~~~'ll'll"'I~ EDITH J BEARD AND BARBARA B CORRIE JTWROS 19 DEVONSHIRE SQ 005066 MECHANICSBURG PA 17050-6877 Portfolio at-a-Glance Investor In formation Portfolio Value Beginning 01/01/2011 $12,242.78 We appreciate your continued confidence. and investment + Purchases $0.00 in the Hennessy Funds. - Withdrawals $12,265.31 Don't miss out on the importanttaxbenefit's of an IRA Portfolio Value €nding 03%31/2011 $0'.DO . . Contributions forthe 2010 tax year must be postmarked by - 04/18/Tt, Or, investtodaytowardyour201<1 contribution. ~ {' ~ P~ofot~o S~umrna~Y ~ ~ ~ ~~ ~~ ~ ,: ~ , ~~. ' ~~' ~ ~ Sh ' ~' j t ° csr 7tnt'+Num er 9265'19 ~,s ~ b i ~, ,, ~ ~,+ ;Fund Names < ~ are Marketll alQe _ ~} ~; ~ ~ Shares price ~ on 03/31/201, i°ofAccount Holdir49s ED~~~EARR~ND.: ` , ' ~ W ~I ~eh~essyTofal Re'furn Flind•Or ai GI~f~~O(~l ~ 0 000;= -. ,~,$~11,.:2~1~ `, ~ ~ `$0 l~0 ~ ~ ~,' ;~'ao BARHlR a B ORRIE dTi ROS " ~,v a~ "w"`~,_.~ ~[.z r ? + LLB{ ~ r i - f ..~ r o ~ ~; N~ ~ ~ ~ ~:_ 1 _ r ~ ~ i - '- Y ~~.~..L.~:~ ns cf { ~~ ~ ~ ~ w : ai/25/ . ~'{ '~ ~ : ~ z F , `t ~ 1~~ ; ;TAI ~ * ~ i ' ~ 1'26'i~29`~` A` 0[10 ~ ~J R:,~,~~ . .' ~~:~~ r :.Z Y 0 1%2U1'I -y' 3: - '~• a..." . , ~ 0 tiOF .T c _ r ~ ohs' ~~' - t F ~ Y' ~, ' ~ Y :1• Y '1 'f, '~':L the ~ 1 ~ r 1 t ~'`' ~' T r r z,: T ~ ` ~ ~ ~ - 1 ~ i ,tp }} ~ i r ~ 1r1 _ ~~ ~' 1 y ~ - A 11 S ~-~ t~ ~- ' ~ ~ o ~ ~ ~ > ~^~~ ~ 'yi ~~ . ~ '1 . t ~ . t~' k ~ , ~ . k "~', '- s ~ ~ i ; - ~ r . ~ ~~ ~ _ ~ y ,a t ~ t e 1~~ ,G . ~~~. 4 a ~ _ ~ ~ e s Z 2" ' - r r h a r ' f ~' ~ '~ ~ ~Y .~ b '~ ~ ~ ~ t F ~ # ~ of ~ }~ -_ m N O _ M S .. ... . ~a --.__~_ _.-J ______.___ My Account Check your account balances and portfolio pertormance right here. Use the left navigation to make purchases, edit your personal information or to get statements, transactions and tax forms. as of 02/07/2011 Nonretirement Total: Retirement Total: Total Portfolio Balance: .~~_~rrxtc~^t ,weco~:n:_ as of 02/07/2011 Management Fee Evaluation Class D shares Account Registration: EDITH J BEARD & SUSAN B EVANS JT WROS Account Number: 200902264 7anus Fund Accau otal Non Retirement Total $13,053.07 Please wnsider the charges, risks; expenses and imrestment objectives carefully before imresting. Please see a nrosoecivs , or if available, a summary_prosoectus containing this and other information. Read it carefully before you invest or send money. M investment In a money market fund is not insured or guaranteed by the Federal Deposit Irrsurance Corporation or any other government agency. Although the Fund seeks m preserve ffie value of your investment at;1.00 per share, it is possible to lose money by investing In the Fund. ^ IMPORTANT: Maximum wntributions are subject to eligibility requirements. Depending on your eligibility, you may not be able to contribute the maximum amount. Consult IRS Pub 590 (for Education Savings Accounts, consuR IRS Pub 970) or your tax adviser regarding your personal circumstance. For IRAs, investors age 50 and up may 6e able to invest an extra $1000., An ESA should be considered along-term investment. ESAs generally have expenses and account fees, which may impact the value of the acoourrt. Non-qualified withdrawals may 6e subject to taxes and penalties. Maximum contributions are subject to eligibility requin~nents, Depending on your eligibility, you may not be able to contribute the maximum amount. For more ~~ View Details Current Balance $13,053.07 $0.00 $13,053.07 View Details Current Balance $13,053.07 $13,053.07 hops://ww4 janus.com/Janus/R.etaiUOnlineAccessAgreement 'I~ 2/7/2011 M&T' One M & T Plaza, Buffalo, New York 14240 Hampden February 25, 2011 1041 EDITH J BEARD 19 DEVONSHIRE SQ MECHANICSBURG PA 17050-6877 Re: Retirement Account Closing Notice Account # 35004201867023 Dear Edith J Beard, We are writing to confirm that on 02/24/11, your Retirement account was closed or transferred. At that time, the balance was $23,874.83. If you are receiving scheduled distributions, the above account has been closed and internally transferred to another Individual Retirement Account in your plan to accommodate your next distribution. We'd like to remind you that M&T Bank is committed to providing you with solutions to all your financial needs. To find out more about the many ways we can help you with those needs, simply stop by any M&T Bank office or call the M&T Telephone Banking Center at 716-626-1900 or 1-800-829-1924. Or if you'd like, visit the M&T website at www.mandtbank.com. Thank you for banking with M&T Bank. Sincerely, M.~che.2e Cate-Nec~an Michele Cole-Hector Customer Service Manager SMACCL AZRRSI Matinchek and Daughter Funeral Home and Cremation Services, Inc. 260 East Main Street, Middletown, PA 17057 STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED Chazges are only for those items that you selected or that aze required. If we are required by law or by a cemetery or crematory to use any items, we will explain in writing below. If you selected a funeral that may require embalmiog, such as a. funeral whit viewing, you may have to pay for embalming. You da not have to pay for embaming you did not approve if you selected arrangements such as a direct cremation of immediate burial. If we charged for embalming, we. will explain why b~ic~ For the Service of lira _ F.di t}t .T. Beard Date of Death,Tarluary 22, LU~1 Charge to: Mrs. Betsy Corrie 1.520 Victoria Lane, Vienna., VA. 22182 Name Address City State A. CHARGE FOR SERVICES SELECTED: Oiher clothing 1. PROFESSIONAL SERVICES $ Services of Funeral Director/Staff .... ~ S Embalming ...................... $ Cremation urn ................... S Cosmetology, Dressing, Casketing ~n0 ............................... S SUB-TOTAL OF PROFESSIONAL SERVICES......... Al S 2275 2. FACILITIES AND SERVICES Use of facilities and services for viewing (Visitatiott/Wake)... - ..... S 200 Use of facilities and services for funeral ceremony ............ S Use of Facilities and services for Memorial Service ............... S Use of equipment and services for graveside service ............. 8 ~~ Q Other use of facilities SUB-TOTAL OF FACILITIES/EQUIPMENT ........... A2 ~ 550 3. AUTOMOTIVE EQUIPMENT Vehicle to transfer remains to Funeral Home. Loca! ........................... S ~ S n Hearse (Casket Coach) 250 Local ........................... 5 Limousine Local ........................... S Family car Local ........................... S Flower car or floral disposition- Local ........................... S Lead car/clergy car Local ........................... 8 Car for pallbearers Local ........................... S Out of town transportation ......... 8 S a SUB-TOTAL OF AUTOMOTIVE EQUIPMENT....... . TOTAL OF PROFESSIONAL SERVICES, FACILITIES AND AUTOMOTIVE (Description) _. OTHER TOTAL MERCHANDISE SELECTED .................. B $~0 C. SPECIAL CHARGES: Forwarding of remains to S (Funerat Home) Receiving of remains from S (Funeral Home} Immediate Burial ................. S Direct Cremation ................. S SUB-TOTAL OF SPEC[AL CHARGES ................ C E SUB-TOTAL OF ADVANCES ...... . ................ D i~~ D. CASH ADVANCED Opening Grave ............... ... S Cemetery Equipment ........... ... E Lot and Deed ................. ... S Newspaper Notices-Local ...... ... 8~_ Newspaper Notices-Out-of--town . ... $ X91 Telephone & Telegrams ........ ... S Airfare ...................... ... S ~~ Ciergy/Mass Offering ........... ... S Pallbearers ................... ... S± Certified Copies of th 1~ea y~ @ ~ ~ 1 120 .... . U • ~ Certificate ..20.. ... S Police Escort ................. ... S Flowers ..................... ... S Vault Service Charge ........... ...~ S Hair Dresser ............ .. ... S _],.QO Organist ................... ... $ Altar Servers ............... ... S f _ $ E A3 S 500 We charge you for our services in obtaining: (specify crib advances tbat are marked-up) EQUIPMENT ................................... A Ste; ~ 5 B. CHARGE FOR MERCHANDISE SELECTED: Casket .......... ........ S-~Q.BQ (Description) $nl i d (sherry Other Receptacle ................. S (Description) Outer burial container _ .... - .... _ _ _ .. _ $ (Description) SUMMARY OF CHARGES A . Professional Services, Facilities and Equipment, and Automotive 3325 Equipment .................... .. $ B . Merchandise ................... .. S ~~.Q._ C . Special Charges ................ .. S ~~ D. Cash Advances ................. :. S TOTAL OF ALL SECTIONS ...... ................... S~.$ PAID AT TIME OF OR PRIOR TO --- ARRANGEMENTS .............. .................. E BALANCE DUE ................ .................. S Acknowledgement cards ... _ ....... $ Register book(s) .................. s All Cash Disbursement items NET 30 days, Memory folders .................. $~~ ~ annual interest rate of 12 ercent er an- Prayercards ..................... S p p Temporary grave marker ........... S nllm on any part of the account after 90 days. Burial clothing ................... i ~~C~~# z11 C e~t~zrt¢ztt OF EDITH JOHNSTON BEARD I, EDITH JOHNSTON BEARD, of Mechanicsburg, Pennsylvania, do make, publish, and declare this to be my Last Will and Testament, hereby revoking all Wills and codicils heretofore made by me. ARTICLE I I direct my Executrix, hereinafter named, to pay all of my debts and expenses of my last illness, funeral and burial, including but not restricted to administration expenses and any reasonable expense for the cost of the purchase, erection, and appropriate engraving of a suitable headstone or marker at my grave, in such amount as she may deem proper and without the aid or order of any court, as soon after my death as may be practicable. All inheritance, estate, and other succession taxes arising as a consequence of my death, whether assessed with respect to property passing under this Will or otherwise, shall be paid by my Executrix out of the residuum of my estate, and no portion thereof shall be charged to any beneficiary. ARTICLE II My husband, Paul E. Beard, Jr., is deceased at the time of my execution of this Will, and we have two (2) children born of the marriage, Susan Beard Evans and Barbara B. Corrie. ARTICLE III The tangible personal property (except cash on hand or on deposit, which shall be distributed as a part of the residuum of my estate pursuant to Article IV of this Will or as otherwise set forth in this Will) which I own and all policies of insurance relating to such Distribution of such property shall be made, insofar as feasible, in kind, and their joint receipt therefore, regardless of the minority of them, will constitute a complete acquittance of my Executrix therefore. I may leave a list, which I realize and intend shall have no legal effect, indicating certain persons to whom certain items of property might be given. ARTICLE IV All the rest, residue and remainder of my estate, whether real or personal, of whatever nature and wheresoever situated, to which I may be legally or equitably entitled, of which I may die seized or possessed, or to which I may be entitled at the time of my death, shall be divided into as many equal shares as there are children of mine who are living at my death, and children of mine who have predeceased me leaving issue living at my death; and I give, devise and bequeath, in fee simple and absolutely, one (1) of such shares to each of such children then living and one (1) such share to the issue, per stirpes, of each of my children who has died prior to such time leaving issue then living. ARTICLE V A. Where appropriate, the masculine as used in this Will shall include the feminine and neuter, the singular, the plural, and vice versa. B. A receipt from a minor beneficiary or from any person to whom property is delivered for him, for property delivered in kind or payment made to him shall exonerate my Executor. ARTICLE VI I hereby nominate and appoint my daughters, Susan Beard Evans of Mechanicsburg, Pennsylvania, and Barbara B. Corrie of Vienna, Virginia, to serve jointly as Executrix of this, my Last Will and Testament. In the event either predeceases me or shall cease to act as Co-Executrix, then I nominate and appoint the survivor to serve as my Executrix of this, my Last Will and Testament, in place and stead of them serving j ointly. My Executrix, or either of them, shall not be required to post a bond or other security. In furtherance and not in limitation of the foregoing I hereby give to my said Executrix full power and discretion in the management and control of my state, with the right and power to sell all or any portion thereof which they may deem it necessary or advisable, in the exercise of their absolute discretion, for the payment of my debts or the advantageous settlement of my estate, or in the best interests of my estate, and/or to sell such of my securities or other property as they may deem unsuitable or undesirable, and to invest the available net proceeds thereof; to pay such assessments levied upon securities held by them and to exercise such purchase rights and such options contained in any thereof, and, generally, to exercise, in respect to any securities held by them, all such rights, powers and privileges as may be lawfully exercised by any person owning similar securities in his own right. I also give to my said Executrix the right and power to register and hold in and/or endorse to the name of their nominee, but at their own risk, any securities or other property at any time comprising a part of my estate or of the trust herein before created. I also authorize and empower my Executrix to retain properties, whether real or personal, in the form in which received, and to sell, lease for any period, convey or otherwise dispose of any or all of the same, or any interest therein, at such time or times, for such price or prices, and upon such other terms and conditions as my personal representative shall, in their discretion deem proper; to make such investments as they, in their discretion, shall deem proper; to hold and register stocks in the name of a nominee and deal with them. without disclosure of fiduciary capacity; to vote stocks by either general or special proxy, to make distribution in kind; to borrow money and give away of my estate as security thereon, to handle all tax matters, and otherwise to deal in and with my property in such manner and to the same extent that I could if acting personally. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, written on this and ~ other pages, being identified by my initials COMMONWEALTH OF PENNSYLVANIA COUNTY OF , to-wit: Before me, the undersigned authority, on this day personally appeared EDITH ,yam;,--~. ~ ~'! , /d r~ d ~~a ~-I 6v'• JOHNSTON BEARD, the Testatrix, lib; n n !~_ ~ e t- ~ _, and ~~~ 1~ ~ c~ e~ ; the witnesses respectively, whose names are signed to the attached and foregoing instrument ~~ dated the ~~ day of~, 200,containing _ pages in addition to this page, and all of these persons being by me first duly sworn, EDITH JOHNSTON I3EARD, the Testatrix, declared to me and to the witnesses in presence that said instrument is her Last Will and T~ct~tnent and that she had willin~ly signed the same and executed it in the presence of said witnesses as her free and voluntary act for the purposes therein expressed, that said witnesses stated before me that the foregoing Last Will and Testament was executed and acknowledged by the Testatrix as her Last Will and Testament in the presence of said witnesses who, in her presence and at her request, and in the presence of each other, did subscribe their names thereto as attesting witnesses on the day of the date of said Last Will and Testament, and that Testatrix, at the time of the execution of said Last Will and Testament, was over the age of eighteen (18) years and of sound and disposing mind and memory. max- EDITH`~OHNSTON BEARD, Testatrix Witness / ~~ ~.~~ Witness a ,~: Witness ,, °; -- Subscribed, sworn and acknowledged before me by EDITH :fOHNSTON BEARD, ~ v'dJY~;~ the Testatrix; subscribed and sworn to before me by //,r .~~ ~ t.I , us three (3), all present at the same time, and we, in her presence and in the presence of each other and at her request, hereunto subscribe our names as attesting witness thereto. M,-! d.,-~ C, . ~~~ e ,~ ~.~, residing at ~ ~ -7J ~.~r4„s h ~ ; ,,, ~~~ ~`l~.~i~~~~,:~.s.~;,; ~- ; ~C>~<-";, LOCI re y ~ • ~a.n n cZ residing at 'mot yG ~ U ~~~ ~~e~ /Qp cz~ Mecha-n~c.sb~~a 0722-. ~ ~C~~21C1~,e~C.. residing at ip 1D ~ STe y~~euis Ca2pSS t yvc~ lMec?~viwt~S ~U~z~ 1 ~~ , c~SC~ )~ Given under my hand and notarial seal. Notary public My Commission Expires: /~ / J D' S CdMMbNWEAL~~ ~F P~N~~~~~~~II~ Notarial SciaP Shawn W. AAarshail, Fdntary Pubiic Silver Spring Twp.. Cumbe;tand Counyr My Commission Expires Oct. 38, 2008 fJlember, Pennsylvania Association Gf Notaries