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Home My WebLink About01-28-12sJ 1505610140 REV-1500 Ex t°'-'°' PA Department of Revenue Coun Bureau of Individual Taxes ly Code Year File Number PO 80X 280601 INHERITANCE TAX RETURN 2 1 0 9 0 1 2 8 Harrisburo, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date Of Death MMDDYYYY Date of Birth MMDDYYYY 1 6 8 4 6 6 5 9 3 0 1 1 9 2 0 0 9 0 3 2 9 1 9 6 6 Decedent's Last Name Suffix Decedent's First Name MI S H E E T S W A L T E R S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI S H E E T S B A R B A R A J Spouse's Social Security Number 1 7 4 4 6 6 4 1 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW © 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 Retum 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 Wilt) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Crodit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-81 and 1-1-95) (Attach Sch. O) CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUU. TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number D A V I D H S T O N E, E S Q U I R E 7 1 7 7. 4 7-~,3 5 REGISTER LS USES Y , First line of address x . _ s ~ ~ 4 1 4 B R I D G E S T R E E T ~ e Second line of address , ~~ •... City or Post Office State ZIP Code DATE FILED ""~ N E W C U M B E R L A N D P A 1 7 0 7 0 correspondent's e-mail address: D S T O N E a S T O N E L A W• N E T Under penalties of perJury, I declare that I have examined this return, including accompanying schedules and statemenW, and to the best of my knowledge and bNief. it is frog, corredpnd complete. DeGaretion or prepare) other than the personal representative is based on all infonnafbn of which preparer has any knowledge. CANYO THAN REPRESENTATIVE 414 BRIDGE STREET ECH PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 P DATE ERLAND PA 1707 1505610140 J ~z~ ~~, . , M~~ `1J ~~ '~' fi~ ,~ ", _~ :, •:;.. .. ~~~ ~~~ ~ J 150561024D REV-1500 EX Decedent's Social Security Number Decedents Name: WALTER S• SHEETS 1 6 8 4 6 6 5 9 3 RECAPITULATION 1. Rest Estate (Schedule A) ........................................ ... 1. 2. Stocks and Bonds (Schedule B) ................................... ... 2. 1 3 9 4 9 • 1 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 1 5 5 0 0 0. 0 0 4. Mortgages and Notes Receivable (Schedule D) ....................... ... 4. 5. Cash, Bank De osits and Miscellaneous Personal Pro e p p rty (Schedule E).... ... 5. 1 4 2 5 . 0 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. 3 5 9 2 0 7 , 1 0 7. Inter-Vivos Transfers 3 Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested .... ... 7. 4 3 0 1 4 . 0 6 8. Total Gross Assets (total lines 1 through 7) ........................ ... 8. 5 7 2 5 9 5 , 2 8 9. Funeral Expenses and Administrative Costs (Schedule H) ............... ... 9. 6 4 0 2 0 . 0 9 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) .......... ... 10. 5 8 6 5 2 4 . 0 5 11. Total Deductions (total Lines 9 and 10) ............................ ... 11. 6 5 0 5 4 4. 1 4 12. Net Value of Estate (Line 8 minus Line 11) ......................... ... 12. ~ 7 7 9 4 8 . 8 6 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. - 7 7 9 4 8 . 8 6 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• 00 0. 0 0 1s. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X• 0 0. 0 0 16. 0. 0 0 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0, O Q 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 1 g, 0. 0 0 19. TAX DUE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505610240 0. 0 0 J REV-1500 EX Page 3 Decedent's Complete Address: File NumEer 21' 09 0128 DECEDENTS NAME WALTER S• SHEETS __ _ _ - - - STREETADDRESS 3402 CANYON CREEK ___ _ CITY MECHANICSBURG STATE PA ZIP 17055- Tax Payments and Credits: t• Tax Due (Page 2, Line 19) (1) 0 • 00 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) (2) 0 • 0 0 3. Interest (3) 0.0 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Llne 20 to request a refund. (4) 0 • 0 0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) D • 0 0 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 care7 .................................................... ... ^ 2. if death occurred after December t 2,1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................... ... ^ 0 3. Did decedent own an 'in trust for" orpayable-upon-death bank account or security at his or her death? ...... ... ^X ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ...................................... .......................................................... Q .. ^ 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 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)). • 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)J. Asibling is defined, uncle Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS 8~ BONDS ESTATE OF FILE NUMBER WALTER S• SHEETS 21 09 0128 All propertyjointly-owned with rlgM of aurvNorship must be disclosed on Schaduk F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 8.908 shares Chevron Corp stock a 470.880 each 631.40 2 2 shares E*Trade Securities-World Wrestling Ent Inc stock a 410.240 each 3 9.257 shares Home Depot Inc stock a1 $22.747 each 4 11.466 shares Johnson Controls Inc stock a 415.80 each 5 6.538 shares McDonalds Corp stock a $58.807 each joint w/Audra K• Sheets who died December 21, 2001 6 18 shares Prudential Financial Inc stock a 425.71 each 7 7.086 shares Prudential Investor Acct-Jennison Value Fd C1 A fil 48.860 each PBEAX 8 Prudential Investor Acct-Moneymart Assets Inc C1 A 9 ~ Prudential Mutual Fund-MoneyMart Asset Fund X0075 10 ~ 2 shares Starbucks Corp a $9.257 each 11 80.48 shares The Hershey Company stock a 434.840 each joint w/Audra K• Sheets who died Dec 21, 2001 12 44.661 shares The Walt Disney Company stock a1 421.181 each 13 ~ 2.125 shares Walgreens Co stock a 426.650 each 14 ~ 2 shares Walt Disney Co stock a $21.181 each 20.48 210.57 181.16 384.48 462.78 62.78 358.75 7,769.34 18.51 2,803.92 945.96 56.63 42.36 TOTAL (Also enter on line 2, Recapitulation) I S 13 , 9 4 9.12 (N nwre space u needed, Insert additional sheeb of the same size) REV-1504 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE C CLOSELY•HELD CORPORATION, PARTNERSHIP OR SOLE•PROPRIETORSHIP WALTER S• SHEETS 21 09 0128 Schedule C-t or C-2 (induding aU supporting infonnatlon) must be attached for each dosery-held corporstbNparbrership Interest of the decedent other than e sde-proprietorship. See instrud'ans for the supporting intormaflon to be submltbd brsole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Operating business known as a Financial Advisor 155,000.00 in association with Prudential Financial Services sold under an Asset Purchase Agreement dated March 20, 2009 having closing date as March 28, 2009 and sold to Jason Miller. TOTAL (Also enter on line {h more space is needed, insert additlonal stroeLS of 8re acme size) REV•1508 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK bEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER WALTER S• SHEETS 21 09 0128 Indude the proceeds of litigation and the date the proceeds were received by the estate. Alt propeAy jolMlyowned wkh right of:urvhrorahip must 6e disebsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• Prudential Insurance-payroll check 1,425.00 TOTAL (Also enter on line 5, Recapitulation) I S 1, 4 2 5 (It more space is needed, insert additional sheep of the same size) REV-1508 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY w~n~ c vr. hlLt RUMtltR: WALTER S• SHEETS 21 09 0128 If an asset was made jointly owned within one year of the decedenYe dato of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A.S Dale Sheets PO Box 50 Father-in-law Montandon, PA 17850- s. c. JOINTLY•triUNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANGAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REALESTATE. DATE OF DEATH VALUE OF ASSET %OF DECEDENTS INTEREST DATE OF DEATH VALUE OF DECEDENTSINTERES7 1 A LDiBDioD Property located at 3402 Canyon 718,414.20 50. 359,207.10 Creek, Lower Allen Twp, Cumberland County, PA with S• Dale Sheets as joint tenants w/r/o/s dated October 30, 2000 at assessed value 0570,170) times CLR (1.26) = X718,414.20 divided by 2 TOTAL (Also enter on Line 6, Recapitulation) I ; 3 5 9 , 2 0 7 10 If nets spats is needed, use additional sheets of paper of the same size. REV-1510 EX+ (OS-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER•VIVOS tRANS~ERS AND MISC. NON•PROBATE PROPERTY ESTATE OF FILE NUMBER WALTER S• SHEETS 21 D9 0128 This schedule must be completed and filed H the answer to any of questions 1 Nrough 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM ~NCUIDETNENAUEOFTNETRArasFEREE,TNaaaaAnoNSraProoECeoENrANO DATE OF DEATH 960FDECD'S EXCLUSION TAXABLE NUMBER TNEDATEDFTRANSFER.ATTACHACOPYOFTNEDEEDFDRREAtESTATE VALUE OF ASSET INTEREST I~~Fr„craEt VALUE 1 Build-a-Bear Workshop Inc stock as 3.62 100.00 3.62 Custodian for Abigail Sheets Under the PA Unif Transfers To Minors Act dtd May 12, 2006-1 share a X3.62 per share 2 Hasbro Inc stock held as Custodian 26.52 100.00 for Alexander Sheets UTMA PA dtd April 18, 2006 1 sh a X26.52 per sh 3 Prudential Financial-Employee Savings 24,536.61 100.00 Plan beneficiary Barbara J• Sheets, surviving spouse 4 Prudential-Deferred Compensation 16,008.51 100.00 Plan M Benefit Solutions-beneficiary Barbara J• Sheets, surviving spouse 5 The Hershey Company stock as Cus- 1,219.40 100.00 todian for Alexander Walter Sheets under the PA Unif Transfers To Minors Act dtd November 20, 2001-35 shares a $34.84 per share 6 The Hershey Company stock as Cus- 1,219.40 100.00 todian for Abigail Erin Sheets under the PA Unif Transfers To Minors Act dtd November 16, 2001-35 ~ shares a X34.84 per share 26.52 24,536.61 16,008.51 1,219.40 1,219.40 TOTAL (Also enter on line 7 Recapitulation) I S 4 3 , 014 •0 6 If more space is needed, use additional aheeb of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS WALTER S• SHEETS 21 09 0128 DecedenYa debts mud bs reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1• St John's Cemetery-opening/closing of grave 600.00 Parthemore Funeral Home-funeral expenses 1,OD0.OD Parthemore Funeral Home-funeral expenses 9,874.77 CHUMC Hospitality-Memorial service food 1,950.00 Blooms-flowers for funeral 583.00 Gingerich Memorials-stone and engraving 4,250.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Sfale ZIP Year(s) Commissbn PaM: 2 • AnomeyFees: David H Stone, Esquire 20,000.00 3, Fatuity Exempibn: (If decedents address is not the same as clalmanCs, attach explanation.) 3 , 5 0 0 • D D Claimant Barbara J • Sheets street Address 3402 Canyon Creek city Mechanicsburg sale PA Zlp 17055 Relationship of Claimant to Decedent S u r v i v i n g S p 0 U S e 4• Probate Fees: See ~ 6 b e l o w 5• Accountant Fees: Ed Gormley-income tax prep for 2002 through 20,000.00 2008, review of prior returns and reconstruction 6• Tax Retum Preparer Fees: O f r e C O r d S 7• Income tax w/held on The Home Depot stock sale 97.41 2 Computershare-charge for transfer of stock 20.00 3 Carlisle Sentinel-advertising grant of letters 113.20 4 Recorder of Deeds-recording deed 62.00 5 Register of Wills-short certificates 44.00 6 Probate fees-Cumberland County 100.00 7 Shareholder Services-serv• charge in sale of stock 15.22 8 Johnson Controls-serv charge on div reinvestment 0.18 9 Computershare-commission on sale of stock 12.36 10 BNY Mellon-service charge on sale of stock 25.04 11 BNY Mellon-charge on sale of stock 15.75 12 Com utershare-fee on sale of stock 11.08 TOTAL (Also enter on Line 9, Recapitulation) S 6 4 , 0 2 0.0 9 It more space is needed, use addltlonal sheets of paper of the same size Continuation of REV-1500 Inheritance Tax Return Resident Decedent WALTER S. SHEETS 21 09 0128 Decedent's Name Page 2 File Number Schedule H -Funeral Expenses ~ Administrative Costs - 87. ITEM stn DESCRIPTION AMOUNT 13 Computershare-fee on sale of stock 16.39 14 Michael Cherewka-Atty fees rend from 1-09 to 4-09 1,044.50 15 Cumberland Law Journal-adv grant of letters 75.00 16 Register of Wills-2 short cert 8.00 17 Register of Wills-filing ITR & Inventory 30.00 18 Notary fee on various Aff• of Domicile on stocks 50.00 19 Shareholder Serv-Serv charge on sale of stock 16.19 20 PA Dept of Revenue-tax due on PA41 Return for 2009 6.00 21 Reserve for filing First and Final Account and 500.00 closing expenses SUBTOTAL SCHEDULE H-87 I 1, 7 4 6.0 8 REV-1512 EX+ (12-0e) pennsylvania SCHEDULE I oePAarnneNr ov REVENUe DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER WALTER S• SHEETS 21 09 0128 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death, Including unrefmbursad medkal expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• Dept of the Treasury-IRS-federal tax lien for years 371,835.22 2002 through 2008 on 1040 Returns filed claim with Prothonotary of Cumberland Co•, PA dtd August 4, 2008 2 Dept of the Treasury-IRS-taxes due on 1040 Return 10,686.49 for 2009 3 PA Dept of Revenue-tax due on PA40 for years 2007 19,687.43 and 2008 4 PA Dept of Revenue-tax due on PA40 for 2009 1,182.53 5 PA Dept of Revenue-tax amnesty nonparticipation 932.47 penalty on 2007 and 2008 PA40 taxes due 6 Office of Unemployment Compensation Tax Services- 806.23 tax due on Unemployment Compensation account 7 Dept of the Treasury-IRS-tax due on Form 1065 for 688.50 year 2003 8 West Shore Tax Bureau-tax due on local income tax 8,219.34 return for 2007 and 2008 9 West Share Tax Bureau-tax due on local income tax 579.41 return for 2009 10 Members 1st FCU-Visa Acct #4155372221320045 filed 12,258.41 claim w/Register of Wills Office Cumberland Co•, PA on December 23, 2009 11 Toyota Motor Credit Corp c/o Weltman, Weinberg 8 Reis 12,321.60 Co LPA-Installment Loan fld amended claim w/Reg of Wills Office, Cumberland Co•, PA on October 13, 2009 12 CitiMortgage, Inc-Mortgage on prop. located at 3402 147,326.42 Canyon Creek, Mechanicsburg, PA joint with S Dale Sheets 5294,652.85 divided by 2 (See 1098 for 2008) 13 Prudential Financial-loan balance of 532,201.84 as mentioned on July 21, 2011 letter-loan was forgiven and no money is due by estate TOTAL (Also enter on Line 10, Recapitulation) ~ S It more space is needed, insert additlonal sheeb of the same size. REV-1513 EX• (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WALTER S• SHEETS 21 09 0128 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY t)o Not List Truetee(e) OF ESTATE I TAXABLE DISTRIBUTIONS pndude outr' ht spousal distributbns and transfers under Sec. 91 i6 (a) (t.2).] 1• BARBARA J SHEETS Spousal 0.00 342 CANYON CREEK MECHANICSBURG PA 17055- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN A80VE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A5 APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 91 t3 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1• B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1• TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I S If more space is needed, use additional sheets of paper of the same size. ,. ~., , LAST WILL AND TESTAMENT OF WALTER S. SHEETS I, Watter S. Sheets, of Camp Hill, Pennsylvania, revoke my former Wills and Codicils and declare this to be my Last Will and Testament. ARTICLE I PAYMENT OF DEBTS AND I direct that my just debts, funeral expenses and expenses of last illness be first paid from my estate. .. ARTICLE II DISPOSITION OF PROPERTY A. Residuary Estate. I direct that my residuary estate be distributed to my spouse, Barbara J. Sheets. ff my spouse does not survive me, my residuary estate shall be distributed to my child(ren) in equal shares. If a child of mine does not survive me, such deceased child's share shall be distributed in equal shares to the children of such deceased child who survive me, by right of representation. If a child of mine does not survive me and has no children who survive me, such deceased child's share shall be distributed in equal shares to my other child(ren), if any, or to their respective children by right of representation. ff no child of mine survives me, and if none of my deceased child(ren) are survived by child(ren), my residuary estate shall be distributed to Eva Kay Noone, 1323 Bruce Rd, Apt C, Oreland, Pennsylvania 19075. If such beneficiary does not survive me, my residuary estate shall be distributed to my hens-at-law, their identities and respective shares to be determined under the laws of the State of Pennsylvania then in effect relating to the succession of separate property that is not attributable to a predeceased spouse. ARTICLE III N014IINATION OF EXECUTOR I nominate Barabara J. Sheets, of Camp Hill, Pennsylvania, as the Executor, without bond. If such person or entity does not serve for any reason, I nominate John P. Plummer, of Robesonia, Pennsylvania, to be the Executor, without bond. ARTICLE I:V NOMINATION OF GUARDIAN If my spouse fails to survive me, I nominate Bruce D. Badger, of Saylorsburg, Pennsylvania, and Elizabeth E. Badger, of Saylorsburg, pa, to serve as Guardians of my surviving children who are minors at the time of my death. If the above nominees are unable to serve as Guardians together, I nominate Eva Kay Noone, of Oreland, Pennsylvania, and John Noone, of Oreland, Pennsylvania, to serve as Guardians. ARTICLE V EXECUTOR POWERS My Executor, in addition to other powers and authority granted by law or necessary or appropriate for proper administration, shall have the right and power to lease, sell, mortgage, or otherwise encumber any real or personal property that maybe included in my estate, without order of court and without notice to anyone. ARTICLE VI MISCELLANEOUS PROVLSIONS A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to be considered as forming a part of this Will in interpreting its provisions. All words used in this Will in any gender shall extend to and include all genders and in numbers when the context or facts so require, and any pronouns shall betaken to refer to the person or persons intended regardless of gender or number. ~. Thirty Day Survival Requirement. For the purposes of determining the. appropriate distributions under this Will, no person or organization shall be deemed to have survived me, unless such person or entity is also surviving on the thirtieth day after the date of my death. C. Common Disaster. If my spouse and I die under circumstances such that there is no clear or convincing evidence as to the order of our deaths, or if it is difficult or impractical to determine which person survived the death of the other person, it shall, for the purpose of distribution of my life insurance, property passing under any Trust or other contracts, if any, and property passing under this Will, be conclusively presumed that I survived the death of my spouse. Page 2 of 6 D. Spouse. I am married to Barbara J. Sheets and all references in this Will to "my spouse" are references to Barbara J. Sheets. E Children: The names of my children are: Alexander W. Sheets Abigail E. Sheets All references in this Will to "my child" or "my children" include the above child (or children) and any other children born to or adopted by me after the signing of this Will. F. Bene,~ciaty Disputes If any bequest requires that the bequest be distributed between or among two or more beneficiaries, the specific items of property comprising the respective shares shall be determined by such beneficiaries if they can agree, and if not, by my Executor. 1N WITNE~S WFiEREOF,~ve subscribed my name below, this ~~day of /"1.9/~ , 19~. We; the undersigned, hereby certify that the above instrument, which consists of pages, including the page(s) which contain the witness signatures, was signed in our sight and presence by (the "Testator"), who declared this instrument to be his/her Last Will and Testament and we, at the Testator's request and in the Testator's sight and presence, and in the sight and presence of each other, do hereby subscribe our names and addresses as witnesses on the date shown above. Witness Signature: Witness Name: ~(('~~~_~ ~(~~~ Witness Address: s, ~, s7`, n ~ Page 3 of 6 Witness Signature: ~~ ~'I D~~ Witness Name: ~, a ~~ ~ /`~'4 ~! rN ~ K i~~G Witness Address: ,5'"3C3,P' OX Fd,2 D c L' /YI~~~.~~.`r~~~,Po L~i9 /705 Page 4 of 6 AFFIDAVIT STATE OF ~~ /v3a '~ COUNTY OF ~~ Before me, the undersigned, on this day personally appeared Walter S. Sheets, . and known to me to be the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument. All of these persons were first duly sworn by me. Walter S. Sheets, the Testator, declared to me and to the witnesses, in my presence, that the foregoing instrument is the Testator's Will and that the Testator willingly signed and executed such instrument (or expressly directed another person to sign the instrument for the Testator in the Testator's presence) in the pnce of the witnesses, as the Testator's free and voluntary act for the purposes expressed in the instrument. Each of the witnesses declared in the presence and hearing of the Testator that the foregoing instrument was execarted and acknowledged by the Testator as the Testator's Will in their presence and that they, in the Testator's presence, hearing and sight and at the Testator's request, and in the~presence of each other, did subscribe their names to the instrument as attesting witnesses on the date of the instrument. The Testator, at the time of the execution of such instrument, was of full age, of sound mind, and the witnesses were sixteen years of age or older and otherwise competent to be witnesses. Walter S: Sheets, Testator Witness Witness Subscribed, sworn to and acknowledged before me by Walter S. Sheets, the Testator, and subscribed and sworn before me by ~~G~a ~ ~~~~ and Page 5 of 6 . . ' ~ ~ . witnesses, this '~~ day of /J7/~~C'f/ , 19 ~~. ~iotary Public, or other officer authori~gH to take and certify acknowledgements and adm' er oaths Notaria13sa1 aaineua ~. wep„~; Notary pub ~ Com erg, Dauphtn County F.xpirse May 28, 2001 Page 6 of 6 Chevron Corp (CVX) -Stock chart, Index chart - MSN Money Page 1 of 2 F3~np Money Make mgt ctin vgur hm t)uot4 Cltert. Newe 1 s~ -16-09 ~ ~.g4 ~o.38s 1~t3rsa-' a =-li.~b Retevrt News Raswrch I-ao-o9 ~a_~,o ~g,o~~ f~to.ao: a s Zo.~o CIw4G,w,s. Eamirgs EstlmaMS ~oahtiLPdtlG95 FlrtanGa~ ResWrs 30skfPf Tratliro 8r 1 Ug Message Board X -10.. ~ ~ Guided tletsearch . t / .. $~rch Wirard Z R 1 _ /~ . ~a . 'f~ Rnd Sttrcka CfAfL ... Sisk. Tgo-Rated Saorks Rutted IIMe __. OLwr WalrhOSt _.. _....... _... _ ... .. Message Boards _. _.. _. .. Catipl Galls Analusa 200 ~ s TRADE .. ® . , FREEe~.K ~ - .. ....... ... .~... anMar twwsarr too nog rn watcmist `4t nag ro Msrv ~ ~ Pnrrt sport Draw chart tor: Cvx ..,.,. . 91.90 ~+0.30 +0.33% aewdvsement Open: 90,92 Hlgh: 92.071rnv: 90.30 „ . Lwm 6tw. to ,w ""~~. Prevktus Dose: 91.60 Vdume: 4,315,616 9tq[k " Easlem Time ~~;;'~ ChaK9 Chevron Corp DaGS Nigh v~tnmg -.. .mn low ... ...... Open __ .___ CbR Volume 1/20/Z009 72.2000 68.0000 70.9300 68.3100 16,087,600 ~ U16/2009 _ 72.9100 70.3800 72.0800 71.7400 tc coc crvt •, •.v c+w,a ra.~xat be.[SW 69.7000 70.7700 19.298,800 1/14/2009 11.1800 68.83D0 70.8100 69.6900 15,158,900 1/13/2009 72.7000 70.5800 70.5800 71.8200 1a,379,200 1/12/2009 72.6100 70.4400 72.2300 70.8200 14,195,600 Data proWders Cgpyrght ©2010 Thomson Reuters, dkk for RestdGiorts. Stock ptg6PS and lndrx dap (Irtduding, wkhaR Ikhkatlon, kdrs vakces) appearing on the fervke are supptled W Interactive Data Corporetbn. Stock prke dap provided by Nprara Research Irtstihae, Ltd. Quotes dekyed 20 mitNdes. Page gpteratetl 1/5/2011 2:25 PM Fasten Time http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &DD... 1/5/2011 World Wrestling Entertainment Inc (WWE) -Stock chart, Index chart -MSN Money Page 1 of 2 Monev Make mvr.can .r ha +~ Qra6~, Chart, Neaw SDi~ , SamGrmlBeB~G I-~~ 7_ ~ ~ , } Shci!$ bl~I KsY.i ~ ~-1b=fig In .GI _10.05' a au_~6- a ~ 10.33 _ w..nJ„ c~,.k4.~,~. (-al~9 10..33 9-91 s ~n~~o ~- a= t o I5 AnaNSt Ratlnas Flnannal R'sults ~ / a, zy ~rSh Inskler Tradna - ~ sn~ _ a Sim r>~e..eearu _ X Res~Rh wham ~'~ ci,~k Power wt.Me .. 1r..., Too-ca~.A grwYe .. Rekatstl Links Quote Wahirlkt _. _ _.. ~eiSdSS IEQ~WEd _ _ _ Messaoe Boards Cadtal Gains Afrah2is _ r ns..r~ ~ ~'~TRAL ...k . ~~ "y:,y Atld To WaUMM ~ Ad0 to MSN Let ~ Priirt rcpat 14.22 ~+0.09 +0.64"/0 Open: 11.1 Hlgh: 14.271Aw: 14.11 Prevgtrs Oou: 14.19 Vdume: 19!,379 Eastern erne word WraWMa eeertai.er.ri tee Draw [hart lor; WW[ ... _.'® aWdtiSement Leven how b ore sttxk charts Nqh low open Cbse Yatume 10.2800 10.0000 10.0300 10.2800 205 900 10.3300 9.9700 10.2700 9.9700 199 100 10.6100 10.0500 10.6100 10.3300 170 600 10.5600 10.0100 _. 10.2600 10.5200 Ifl3.900 1(13/2009 10.490D 10.2600 -10.4.300 10.3300 161,600 1/12J2009 10.6600 10.3000 10.6600 10.4300 188,100 Data provlden CapYrght ®2010 Thartaan Reuter. Glkk !or Resokibns. Stock quotes and Indelr data {InduAng, vrltlqut Iktfitatbn, Index values) appearkg on the servke are supplied W Interactlve Data Corpara0on. Stock Prke dam providM by NdTWa Research Institute. Ltd. Quotes ddel2d 20 rtsnu[es. Page generated 1/5/2011 2:27 PM Easton Time http://moneycentral.msn.cum/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &DD... 1/5/2011 Home Depot Inc (HD) -Stock chart, Index chart -MSN Money Page 1 of 2 Enna Money Make msn.cron wur honor Darn Quob, Chart, Newe ~ ~~ ~. Can,~a[IY Rtl)Oft Ott tlIS~Sd! 1 ~-Ib•o9 x334 _~a.s~~~a ~t5. 9s~ ~ ~ ~a,975 ~s,~tgS.Lo ~~h Grog. ~ ~~l}- ~5 ~ • a0 ~ 1.8y ° y.S. (~~P ~'a - a--a. S'~.. 4 ~} Sarni serrue~s ~ ~ ~ I / J Analyst 8atlnos Q 5 Firendal Results `( /. ~ 7 c1 inside] Tradino / / •a 4 ~..-~......~.~...~ hlsiiraue.90aL4 ~1/ ~n Research Wizard. _... Stock Seesaw _Shxk Pavaer Seardres ......... Tao-Ratetl Snicks. __ _. Orate WatcMl~ Ezoert Picks . . IPO Centre hlhl saw hNt1 C_ins Analysis r.e..ecfi~eve~ ®aa"r'""i'. _ E'~TRADiF .~ t ! ''' ' N9+uaa xaaurez ua .' (,yj add io Watchll6f ~ Add m MSN IJn ~, PnM rcpOrt Draw Chart /Or: ~ HD ,,,,,,,, ,,,,; ad+et,semeM 34.59 ~ -0.08 -0.23% Larn hew ro ura O0en: 34.62 High: 34.87 lqv: 34.43 ~ sCxk Prevbus Close: 34.87 Vdume: 7,424,345 charts Eastern Time Nome Depet Inc Date High Low Open dose Vaiume 1/21/2009 22.9400 21.6000 22.2900 22.2800 19,677.200 1/15(2009 23.3100 21.46DD 21.9200 22.8100 26,06!,800 1/19/2009 22.2600 21.6800 22.1500 21.9100 20,709,300 1)13/2009 23.1000 22.2500 22.9600 22.5100 20,447,700 1/12/2009 23.9600 22.8200 23.8500 22.9700 23,58!,300 Dab provider CapyrgM ®2010 Thomson Reuters. dick for Restrktions. Stock rprotes and indes data (including, vdtlwrrt IlmibBOn, Index vahaes) a0vearutg on the servke are suppked b/ Inrractlve Data Corpora8on. 56ock peke date provided W Nwnwa Research Instlhrte, ltd. l2tntes debyed 20 ndnUtes. Page generated US(2011 230 PM Eastern 7lme http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&eompsvms=&D4=1 &nn... t /5/gin t t Johnson Controls Inc (JCI) -Stock chart, Index chart -MSN Money Page 1 of 2 r E3inp M ne Maya msn ~~n } =4 ha7>e ila.. Qtr CMK Naws II1BL4S ((( ii' VVV - S~ SL+rldS bl~l .. StY. ,~ aesECe 1-16-~`ii_ __~~_g6- ls. y1 s 3 ~. ~:~ ~..~ ~, /6./3S gr.,wG ,.e. ~ 1. _~QJ ~ ac Eerrerroc Estlrtuhcs r~ '~ /~, U9 1:~ .,~s- r ~. G~ 9 - 3 v. q ~f ~-a a ~s . 4 7 Analyst Ratlnas f OHO Financial Results . InskW Tradim ( .J ~ O ~ /~~I 9Yd1f~IQ x -~. y4~, s~-~. Gulled Reseerth Research Wirard "~ [Mr1[ G,aarv. __.._. Stock Power Searches _.. _. Too-Rated Stocks _..... Rebbd Links _ [l~4 Cauibl Gains Anahrsk m "...""' _ ~ TRrwE7~ . , ~ FREE ~ , ~x u~ua ... ... ie`.+,I App To Watchilst ~ App to MSN Lht ,(~ PArp report Draw Chart fq: ~KI .., apvdlisement 40.77 ~+1.09 +2.75% lraaow to as Open: 39.58 High: 40,83 Low: 39.58 Previous Gore: 39.68 Volume: 3,902,323 ~~~~ slOCIL Eastern Time ~;;, charts 3oh~trol~Int pate Nigh Low Open Curse Volume 1/21/2009 15.2900 13.9200 15.1700 14.0900 10,156,100 1/20/2009 16.2500 14.6900 16.1200 148700 6,643,200 a. 1/16/2009 16.8600 15.4100 15.7000 16 2100 9,282,700 1/15/2009 17.200D 16.1400 16.8100 170700 7,2(p,3pp 1/14/2009 17.5700 16.5600 17.3900 16.8000 6,031,700 1/13/2009 !8.4500 17.4200 38.3300 ~ 17.7800 3,812,300 1/12)2009 19.0900 18.1400 19.0400 18.3400 4,045,300 Deb provWere - Copyrk2tk ®2010 7igrt5on Reuben. Gick for Restrictions. SEOdr 9r+oees and krdek data Orcluan9, wltlrout ikn8atlon, kder< vakaz) appearkg on the fervke are supp0ed Uy Interactlve Data Gxporatbn. Sapck ptke deb prOVdeO W NartBSa ReseerrJr ImtihRe, Ltd. Quotes deYyed 20 mirNites. Page gerrcated ])5/2011 2:32 PM FAS[Cr1 lima http://moneycentral.msn.corn/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &DD... 1 /5/2011 McDonald's Corp (MCD) -Stock chart, Index chart - MSN Money C3~na Monev Quoty CMry Navva Candanv RegoR W fhaMc 1SC1LQ ~.. 1-t ~~l9 5EC Flllnas 5 4.48 Sg -5 y Adyildr FY1 Earnings Estlrtralc5' _~O v~ Analyst Rahngs FinadGWl Results klPl Tradira l J 1 ~ q O S~p ~~ ~ ~ r15 des`cxr Board GuWtl Roarreh Research Wlnrd Wod Sleeb 5trck G!e!ne! _ +~ ~Reted $tIXks ... Mess?ge Boards Cdfal C_ins Malvsk ®rWwrw ! • 7 ~ ~ (#rxw nsuvRS St0 ' '~ Adtl To WatGhlist ~ Add tg M5N List ~ PtlM report 74.78 ~+0.47 t0.63% Open: 7a6s High: 7x90 tnw: 7x31 Previous Cbse: 7x31 Vdume:13rs33,3as Eastern Time Mdl/arsaM`s Corp Date Page 1 of 2 Make msrt.can your have oaae t(8,sa a-_ sq S8: 80~ ~ x x.538 _~,,,~ _. Draw [hart tOr: MCD .... .. dP.'IXLSdnMt ,firm how b usr i~~ charts Cbce Vduttte ~^' 1/iU/ZW`J SY.WW SO.Ytw ~y.]YN ar.~rw aa,a~v,+w 1/102009 58.9800 58.5400 58.7100 59.6700 12,445,700 8,683,300 http://moneycentral, msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &DD... 1 /5/2011 DoL provW V~ Gapyrght ®2011 Thomson Reuters. Gk k for Rectrictiars. SCOCk quoEes and indra data (IfKlUdln9, witnaR Ikrtltatlon, Irdex valtresJ appaadrp on the servke are supplied hY Irderattive pates Corpaatkm. Stack prke data WOVidld hY Nararta Researdr ImUttKe, Ltd. Quotes delayed 20 Mnutes. Pape gerYrated 115/201/ 2:32 PM Eastem Time Prudential Financial Inc (PRU) -Stock chart, Index chart -MSN Money E4inq Monev Quo4, CMrkr Nawe ~~. w S~Oy..B80-IS ~ .__~_ _-~~~4, SC~lis Hlstodcal I~Deyeloolllenls Rraerrt News aeseaan ~ - t ~-~ a8 , q ~ ~ ~? SEC Flllrws Page 1 of 2 Mak ~i. an vo ~r her oaoe I Iy~ /- ~/ 4 4 ~y( ~Q S/, Eaton (aa0-.~9. ~~ i so ~w. ! ~ ~ \~... ~. 1 ,: O~ a ~ 1'. V l~ ~~~.J • Financial ResuRs Inside Tradim ~€r3hQ Research Wizard a Stock Power Searches _... _..... T 7.. foo-Ra[e~ Stacks ~~ ~ • 1. Related Unb Ouch Walchlist _.. .. "^~'~~ Emart Picks _.. I~rtsC Message Beards Gdtal Gains~M`,aalvsis _ 1~YG Ii ~ i mAwwlwMe FREEa A.f , , ONLWE .trines aaAwrn ur TRADES i~jl vn!I Add To Watchlta ~ Adtl to MSN L5t {~ Print report 61.34 `+0.32 +O.S2D/o Liam kow to eH Open: 60.88 High: B3.37 Law: 60.75 ~u B~OCII Prevkws Dose: 61.02 Vdume: 1.900,147 Eastern Time ~,- Ch81'!9 Prstdentiel HnertcW Inc Date High Low Open Close Draw [hart for: PRU ........ ...,,~ ad/ebsOMnt YWwne 1/20/2009 26.4600 21.7300 26.0600 219200 10,%3,600 .t. 1/16/2009 28.9700 25.6700 27.4300 26.6600 7,845,800 1/15/2009 27.4400 23.8700 2fi.5000 265000 10,318,200 1/14/2009 28.0000 26.0000 27.9800 26.5900 6,780,200 1/13/2009 29.9600 27.2200 27.5800 290600 6,012,900 1/12/2009 31.8400 27.2500 31.6700 27.7500 9,520,900 Data provlden Capyrlgld ®2010 Thomsen Reuters, pick for Restrktiorrs. Stock Wrgtes aM IrWd data (Includng, Mdrorrt BmknHpn, kdez vakre9) appearing on the srYWce are supplied try Interactlve Data Lorpgratbn. Stock price data provitkd bT Nomura Research IfdNhrte, Lld. Qugtes delayed 20 minrRps. Page gerrnated 1/5/2031 2:35 PM Eastern Time http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&comusvms=&D4=1 &DD... 1 /5/2~ 11 Prudential Jennison Value A (PBEAX) -Mutual fund chart -MSN Money Page 1 of 1 Hmp Money Make msfi.can tour bane ,a.w PurM: CSlAX " ' , B9Lim1 Foal PatTdio Toa 25 Hdanos ~-~lD~ 4,~3_ `x..13 ~: ~ ~ .a(~ -. ~ - g_ l3 Purchase mro _.. Researdt Wizard ~. .. Rr~~. 09 ~? ~~= a .,Q Too Pv/arners ~ ^..If 1•= Q . s. t ~ s 1 ~ a ~ - ~ <J... = ~ a ~ ~.~... Fund Screemr 1t " v -~'7 FLV+.! Power ~rdres P~Irg g , g~ 401(k) Oukk Chalk RWbd Lanka - ~~. Oudx Watddlst :...... V ~ ~x ~ ~Q~ ,. FEpstl.Pisl4 V ^" p~ Bt.PJ90ost ~--..''~~ lY~ Capital GahK AnalKr ~ ~ ~ AwnlMar ~~ ` ~ r `.. w.r ON11Nr TRADa5 ~ teiasq Npryrrra=~ 4na?) Atl0 io Wamhlist ~ Add ro MSN List 1w PrMK report i~PBEAX ................. __., Go Draw chart /a. ~ ! ^ Prevbrr, pose: 14.91 advettistvrient EdS1Bm Time "..... Lrrn bar m rw PnMenNal3annNat Vrlw A atxk Chatt4 Date Miph Low Open Cbse Volume 1/21/2009 9.0600 9.0600 9.0600 9.0600 0 ~- 1(20/2009 8.5900 &5900 8.5900 8.5900 p •~ 1/16/2009 9.1300 9.1300 9.1300 9.1300 p 1/15/2009 9.0700 9.0700 9.0700 9.0700 p 1/14/2009 8.9800 &9800 aagar aaenn .. 9.2900 9.2900 0 1/12/2009 9.2100 9.2100 9.2100 9.2100 Drb ptos~Wrv COpyrlgM ®2011 Thomson Reuters, qkk fa Restrktlons. Stock quotes and Index dab prxWdinp, wfthaut Iknaatbn, irrtktc vakxs) appesdrg on the servke are supplied try InteraCtlve pap Corpaatldn. Page generated 1/5/2011 2:34 PM Easton Time MSN aivacv Leae1 Advertise ~ 0 0;2017 Microsoft http://moneycentral.msn.com/investor/charts/chartdl. aspx?PT=8&compsyms=&D4=1 &DD... 1 /5/2011 ~~ ~ Prudential May 6, 2011 David Stone Attorney At Law 414 Bridge Street New Cumberland, PA 17070 Re: Wafter S Sheets DECD Account: XXXX-8433 Dear Mr. Stone: Per your request, we are confirming the balance on the above referenced Pruco Securities Investor Account. Our records indicate that as of 1/19/09, the value of this account was: Investment Shares Price Va e PBEAX ~ 7.086 $9.13 $64.69 Money Market 358 $1.00 $358.75 Total Portfolio Value $423.44 If you have any questions or need additional information, please contact the COMMAND Service Center at (800) 235-7637. Customer Service Representatives are available to assist you between 8:30 a.m. and 7:00 p.m. ET, Monday through Friday. ely, aul Kelly Registered Principal Pruco Command Operations Pruco Securities, LLC Securities product and services are offered throe member SIPC, a Prudential Financial company. F The Prudential Insurance Company of America, ~ Pruco Securities, LLC COMMAND Service Center PO Box 15074 New Brunswick, NJ 08908-5070 (800) 23&7837 www.prudentfal.com E. !' S I v10, ~ rn ,~. v~ ~ ~ a_Qc~.e e~,~ ~~ S ~ect ~owl'~ ~ 1- ao ~~ Rrsey 07102-3777, 9 a ~-~~ ~ service marks of (~~~ ~X other A regttered principal of Pruco Securities, LLC. May. 27. 2011 1:47PM BNY Me 11 on Prudential May z7, 201 I JASON R MII.LER PItUCO SECURfTIl3S LJrC V!A FAX (717) 763-8974 Referencx Number: Accormt: Regishation: Dar Mr. Miller: 6807957201 0075 7000QIX0099 wALTI~ s s~Ts This letter is in roBard to the above referenced account. No. 2165 P. 1 Please note that Jatuuuy 19, 2009, wan not a valid business day. Therefore, we have provided the market value fur the last business day prior to that date. As of the close of basiness on January 16, 2009, the above roferenced account wan vahted at 57,769.34. This vahre is based on a balance of 7,769340 shares at the Net Assot Vahu: (1VAV) price of S1.00 per share. As ohaa~ marlcot conditions may cause the NAV price to fluctuate an a daily basis, the accaum value is subject to change. If you have questions or Deed fmrther assistaaoo, please contact the Prudential Mutual Fund Service Confer at (800) 225-1852 Monday through Friday between 8:00 a.m. end 6:00 p.m. E,astana time. For acoouiut inforntratiori that ie available 24 hours a day. 7 days a week, you may access your sccormt onli~ at www.prodetttial.cam. Sincerely, Jo-A~o Morse Shar+ehnLler Services $peaialist III CC TII~TA HURKEY VIA FAX (717) 774-3869 Prudent~l Invsabaurts PrudentW Mtdtgll Fun0 8arvias P ~ Boa tIQ66 Providarroe, Rt t?28~0 mrYfi rs~e,~nR~ Starbucks Corp, SBUX Historical Quote -(NASDAQ GS) SBUX, Starbucks Corp Stock ... Page 1 of 1 Men En~eY Keyword(s) I SEARCH •A ~. I~N181~~' Norllo OaaM Ntl1M hltllrotrloa Morbb RIo0MOtll QUSW 8lyhraAa ThY 11Y1orleal Oualn faW asewo Yaw b look wP a ooowMyo wwW ~O Otlaa• 8Ylp1Y NP F tlr rylrtal an0 a awalou tlalo ro Nor • wou rwl moll dun for tlIM ooaurlY. Z 'r# ~ ^ fi ~1 Enbr Symhcl: 80U% EM1rDNr 1!18/08 ?~7Er;n'; ;a _ _ ~ 84r6ucks Cap _ Fa, Jan 16. t00a ~trry Prlw 8.16 ~+. 8.486 r+~. 9.86 t w. 8.11 v<*~ma 9,011,1.13 Ns di818 w -~_ SlarWeb Cap ~ ~'-~ Tue. Jan .0. Iowa cwwq F"cr 0.M ODar 8.18 ~m•: 8.86 vdgmn 7,87T,3U Ne •p8M I-l(,-rig (~~.A - U9 4.55 9_sa. W W ~~f1~'P./I.LL~, 9-~~ - I$.~6 .tea'=1 .- 9.33. .~_. 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TRwOeS s; f[Wa np, Add To Wak:hikt ~ AtlA m M5N Lis[ ~ Prin[ report Draw ChM for: ~MSY ~ ~ ~....,~....' adverUSnnent 46.90 x+0.43 +1.14% 92 Low: 46 46 35 Mi h: 46 27 O en ~.y, Lwrn haw m uw . g . . p : PRVI0u4 pose: 40.37 Vdume: 654.607 SLOCY charts ; ~~ nme ~ ;. The NMSMytomWrry Date High Low Open Curse YoWme U21/2009 34.3500 33.3000 34,3500 33.8800 1,353,200 ~+ U2DJ2009 35.3800 33.8200 34.9200 73.8800 1,204,000 1/16/2009 35.5000 34.6600 34.7800 75.0300 1.054,500 1/13/2009 35.1300 34.5400 34.8700 34.8700 960,400 U12/2009 35.0100 34.0300 34.3000 34.8700 869,200 Oats provlden Capyrlpht ®2011 7ltomson Reuters. qkk fa Restrictlons. Sock gt/otes and kMea OaG (Inpudkfg, wBhaR IkrdbOpn, inOeu values) appearlrg On the fervice are wppied try hrteraCtMe 08ta Corporation. StOCIt price tlah prwWed try Nomura Research Institute, ltd. Quotes delal"ed 20 mintaes. Page gemated US/2031 2:28 PM Fasten Time httpaimoneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &DD... I /5/201 1 Walt Disney Co (DIS) -Stock chart, Index chart - MSN Money Page 1 of 2 Hinp ~gy Make nnn.can vour bane woe Qrp64 CINiS, llawa 9SI4S63 ~ ~ 11 I yliigkdf {~. ~ 1 41 I \n` 1_ ~ : (1 /AVM_~~~.-." ^LyAS._ ~9~ RaaYmh l--t t~- u~ ~ axe 3 5 e~.u-~8 _ ~~ r 1;~~ ~ ~ ~~ . ~ s-$ $infle4ruhn. _ _ F° C- a-U - O g ~.1- (~ (~ b - (5 - ~ 4~ r3b ~f ( ~ 1 ~ a. _ ~0. 9 0~ 3=z. IrKlder Tradim .. . MCSl~iDl GuMad Rawrch R4iearch Wlurd ~CQ~~ _ ~~ ..) O I - ~ i . t U l y1 ~~~ ~, Ouda WatdNlst _. _.. ,~~:~; E • ~~~ ., F.z~.1.CISllf ]EQSSOtet .@&BOlli , _ Gdtal Gams Mahal ,~ w ^ _. FREE~~,r: ~Nlw. - [.rwxa srouxmn uo TRJ1065 ...... M qdd To Watchll4 ~ Add to M5N List ~ vrim repon Oraw chart tor: DL5 ....... ....! 60 i aA'dLSdnlrf 39.85 ~+0.86 +2.20% Lwrn now m ,,,, Open: 39.23 Hlgh: 39.98 Low: 39.17 Prevlan OaSe: 31.99 Vdume: 15,574,528 ~' stxk ~ ~ CI18f[9 Eastern Time .~ wait Dwi.y W ~~~~' Da6e Nigh 4ow Open Cbse YaWma 1/21/2009 21.3099 20.4600 20.8400 21.2300 17,182,300 1/20/2009 21.6600 20.1500 21.4600 20.2400 19,725,100 1/16/2009 22.1350 20.7800 21.6700 21.4600 16,294,700 1/15/2009 21.6100 19.9500 20.8000 21.3600 18,249,200 1/14/2009 21.2000 20.4200 20.9300 20.8000 15,853,700 1/1312009 21.9300 21.0300 21.5200 21.2000 15,503,100 1/12/2009 22.4800 21.6100 22,3000 21.8600 11,259,700 Data ptovWass Copyright ®2011 Thomson porters. Cgdc for RestriRbns. Stoll cptotes aiN Index dote (Indudrp, wWtae IkriRatlon, Irxkoc vaLKaJ appesrklg on the servke are supplied W Interactive Data Corporatlat. Stock pike dNe provided tW Nonaaa pesearch Gntltute, Ltd. Quo6es tlaayed 20 mIn~A4s. Page gixlvrated 1/5/2011 2:36 PM FJSOxn Time http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=18tDD... 1 /5/2011 Walgreen Co (WAG) -Stock chart, Index chart -MSN Money Page 1 of 2 Etmp Monev Make msn,[om Your have Wade Q~gtF Chan, Nwva. 1 ~-t6.0`~- ~.7-3~ Eby ~ s ~3 ,~8 ~- ~ ~_ :y 9 ~.6 ... tl • EarNnas Es rtlaEes 11 (/ FI (~O.V~Oq irxkler Tradkw `~ ~.( •O/~ (~/j~~ ~~•VV. ~ Sa- a ~T ~...~ ~7 1 _ (,J, r S3. ~~ ~• t 1 l2~.0 Meswr Board GukIW Rarrrdt h Wh d ~ ~'L. V~ ®'9' 1 •~/ Researc ar PiM Stocb __ ~,, _. a _ a ~ ToaRatcl Sfucks _.. Ra6dad lleb Expdt Picks ._.. IPQS6otCC . _ .... . _ .. ~ c J ~'...~ ~'.~.~.......+r. >r~~ Cadlal Gains Malvsis r,,. „,--..., ee ,yam, Add To Watthlht ~ Add to MSN LM ~} Pdnt report Draw Oiatt fOr: LWAG ~~~.~~~~~ _., ., {® advertisenent 40.26 ~+0.61 +1.S4ato L..,,,k,,,,,,,,. Open: 39.53 High: 10.26 tow: 39.19 ~ Stock PreviOUS Dose: 39.66 Ydume: 5,292,9.91 'I chart! as Ti me E to n Wy n, ~e ~r re~ _ -"'~~9 Date Miph Lew Open Ckwe Volume 1/21/2009 26.3950 25.6800 26.280(1 26.3300 7,766,700 1/20/2009 27.0200 25.8000 26.8200 25.9400 7,71a,700 U16/2009 27.3700 26.4100 27.2500 26.9100 8,956,900 1/12/2009 26.3200 25.7100 26.0600 25.9000 Date ptovklers C.Wyrlght ®2011 Thomson Reuters. Okk for Reshktlons. Sttidt quotes and indent dam ilrk9udlnq, wahtut NmRatiori, kidex vah+es) appemktg on Uie servke art suppikd lry Ineeractlw! oats CurppratWn. Shirk pke data fxovided W Raatra ReseeKh Imo, Ltd. Qrutes delayed 20 INrlnte+a. Page gervated 1/5/2011 2:35 PM Earn Time http://moneycentral.msn.eom/investor/charts/chartdl.aspx?PT=B&compsyms=&D4=1 &DD... 1 /5/2011 ASSET PURCHASE AGREEMENT This Asset Purchase Agreement (the "Agreement")made this 20th day of March 2009, by and among BARBARA J. SHEETS, Executor of the Estate of Walter S. Shcets, of Mechanicsburg, Cumberland County, Pennsylvania (the "Seller"), and JASON MILLER, an adult individual (the "Buyer") WHEREAS, Walter S. Sheets, Decedent, operated a business as a licensed Financial Advisor (the "Business"), which was located at 150 Corporate Center Drive, Camp Hill, Cumberland County, Pennsylvania in association with Prudential Financial Services ("Prudential"); WHEREAS, Seller is the Executor of the Estate of Walter S. Sheets; WHEREAS, Seller is desirous of selling, assigning, and transferring the "Assets" identified on Attachment "A" to Buyer in accordance with the terms and conditions of this Agreement, pursuant to the terms and conditions outlined by Prudential; and, WHEREAS, Buyer is also a licensed Financial Advisor working for Prudential, and is desirous of buying the Assets, subject to the terms and conditions set forth in this Agreement; and NOW, THEREFORE, in consideration of the mutual promises, representations, warranties and covenants herein contained, the parties intending to be legally bound, agree as follows CONDITIONS PRECEDENT Buyer and Seller acknowledge and agree that (i) before Buyer shall be eligible to purchase the assets identified on Attachment "A" (the "Assets' from Seller, the approval of Buyer by Prudential is required and that (ii) Prudential must establish an effective date for the transfer of the Business to Buyer ("Effective Date"). Notwithstanding any other provisions of this Agreement, Buyer's obligations under this Agreement (including any obligation to pay any monies described in Paragraph 3 or Buyer's grant of rights pursuant to the Judgment Note in Attachment "B" and the Security Agreement in Attachment "D") are expressly conditioned upon Prudential approving Buyer as the "Buying Agent" (with such approval being subject to Prudential's standard teens, policies, and conditions for such approvals). In no event shall Buyer be required to pay any such monies until the Effective Date established by Prudential for the transfer of the Business to Buyer. SALE AND PURCFIASE OF BUSINESS ASSE'T'S. Seller agrees to sell, transfer, convey, assign and deliver to Buyer the Assets, and Buyer agrees to purchase the Assets, subject to the terms and conditions set forth herein. 3. PURCIiASE PRICE. As full consideration for all of the aforesaid Assets to be transferred to Buyer, pursuant to Paragraph 1 hereof, as more particularly set forth herein, Buyer agrees to pay to Seller in the manner and time set forth herein, and Seller agrees to accept from Buyer, the purchase price of One Hundred Fifty-Five Thousand Dollars (5155,000.00), to be paid as follows: A. Sixty Thousand Dollars ($60,000.00) by cash or bank check payable to Seller on the Effective Date; and, B. Ninety-Five Thousand Dollars (595,000.00) by cash or check to Seller pursuant to the schedule established in the Judgment Note in Attachment "B." 4. TRANSFER OF TTTLE OF BUSINESS ASSETS. Good and Marketable Title, ownership and ssession of alt the aforesaid Assets shall be conveyed, assigned and transferred to Buyer on l~art'./1 1~~ ZCX)4 (the Closing Date") to be evidenced by a Bill of Sale and General Assignment in the form attached hereto as Attachment "C" (the "Bill of Sale"), and any other necessary documents. Said title, ownership and possession shall be free and clear of all liens and encumbrmces, and all creditors having any claims in the Assets. 5. LIABII.ITIES Buyer, in connection with the purchase and sale contemplated herein, shall not assume any liability or obligation of Seller. 6. REPRESENTATIONS, WARRANTIES AND COVENANTS OF SELLER As a material inducement to Buyer to enter into and perform its respective obligations under this Agreement, Seller warrants and represents to Buyer as follows: A. Seller.is the Executor of the Estate of Walter S. Sheets who was the sole owner of the Business. B. Seller has full power and authority to execute and deliver this Agreement, the Bill of Sale and the other necessary documents (this Agreement, the Bill of Sale, and the other necessary documents collectively the "Sale Documents") and perform its respective obligations under the Sale Documents. C. The Sale Documents when executed and delivered will constitute valid and binding agreements, enforceable against Self in accordance with their terms. D. Seller has good and marketable title to all of the aforesaid Assets, subject to no liens, restrictions, encumbrances or security interests except that Prudential must approve the transfer of accounts from Walter S. Sheets to Buyer. Seller shall be fully liable for any misrepresentations as to the existence of liens, restrictions or encumbrances, notwithstanding the contents of any lien search furnished to or obtained by Buyer and regardless of whether or not Buyer elects to obtain such a search, or to waive such requirement. E. The sale of the Assets hereunder shall not conflict with or result in a breach of the terms of any agreements or instruments to which Seller is a party or by which Seller may be n1~ExJ1vT s2saoooo ~, . FOR VAWB RBCffiXID), JASON MII1.SR ("Buyer" ), to pay eo BARBARA J. SHF.BTS, BXecoeor of the Bsd~D of Waller S. Sheets, m aduit individael (" 3eller'~, her hews of a the arm ofDBA11~1Y FIVB THOUSAND AND 00/1QA (595,000.00) Dollais vvithaiod detSHcabian, with inteceet theieoe4 et the rate of SIX (6'X-) pozvant per amugi t~aopoimded snnoellY (~ the of the dace oftdis agieenxnt~ ~ the ~d balance of the pdaaipal. Paymaot of principal std interest ahtitl be made in acaxdaaoe with the following scbedolo, tnfatu~g FaY~ : 'of ONB Ht1NDRBD ZSOUSA,I~ID SIX HUNDRED FIFTY~IX (SI00,656.00) Doltms ifpaymaeis • aro a~nJuly 20, ZOl l (°Fmel Payment Dafd'}> or lens if the anth+e ao~onouts due h~aeuuder shall be pool ifi hill prior the Fbml Payment Datt~ ~~?o, ~: si2,ooo.oa, raw~y 20, Zola s12,oo0.00; Apia Zo, zolo: s13,oo0.00; July20, 2010: 513,000.00; Oceober 20, 2010: 513,000.00; Jaanaty 20,.2011: 513,000.00; April 20, 2011: 513,000.00; July 20; 2011: 511,656.00. ~p+l ~ ineaeat oomptrted sad payable as Ln+eiu provided shall be payabb without ielief fmm vstuunon a< ~ Ltws, and with ateoraey's fees, costs cal axpenaea of collection, in the oveat that this Noes is ~+sfeand b ap atmnuey far e~noemart or oolledian. This Note shall, at the option of Bettor, beoomo immediately due and payable, iadndiag any iataeat doe thaetmder, upoa Bayer's fm"hae eo pay say sum pn~vided for hece3a when doe a upon the of a~ afthe folle~ring osrcsds atiecdng the $uyer, vohmbry or Slia6 of a P°~~ m 9 or man, aoa~ion of as asaigmmeat for the baaefft of uoditois„ the 9 T'axDB Result Details Detailed Results for Parcel 13-28-2430-095. i DistrictNo 13 Parcel iD 13-28-2430-095. MapSuftia HouseNo 3402 Direction Street CANYpN CREEK thvnerl SHEETS, WALTER S & S DALE C/O PropType R PropDesc LivArea 4925 CurLandVal 60810 CurImpVal 509360 CurTotVal 570170 CurPref Vat Acreage .70 CIGrnStat TaxEx 1 SaleAmt 71000 SaleMo 11 SaleDa 03 SaleCe 20 SaleYr 00 DeedBkPage 00233-00279 YearBit 2001 HF_File_Date 03/01/2005 HF Approval_Status A n the 2004 Tax Assessment Database ~7p~ ~?c3 f.~ ~~$1 ~t~J_~0 Page 1 of 1 ~.359f~~7.d~ ittp://taxdb.ccpa.net/details.asp?id=13-28-2430-095.&dbselect=l 1/27/2010 <• ~ J~~ ~ r .. ~..! t: 21ti~;i;,3 ~:.' ~RDEIt OF. ~'- ~tOS Parcel Number 13-28-0243.098 ' 00 NOU 3 AP! 9 54 THIS DEED MADE this y~ Day of Or~bar, in the year Tvw Thousand (2000 til°TMVEEN NEW PENN MOTOR tOtPRE38, INC., a Psrrnsylvanla corporatbn having ps prinopxtl place of buckles at 025 SarrBt Flflh Avenue, Lebanon. Lebanon County, Psrtneytvenia, hereMailsr referred W as t3rsrrbr, parry or the Rrst part -ANa- WALTER S. SHEETS and S. DALE SHEETS, fa-her and eon, CumberlarW arrd Northumberland Countess, PennsylveMa, herakraRer referred b as drentees, party of the second part. WITNEttSETH, that Iq cronaideration of 8everrty~grre Thousand end 0W100 Dokare (171,000), in tand'pald, the receipt whereof B hereby acknowledged, the said Orardor dose hereby grant and aouay to the saki t3rantees, as ht tenants wkh_ right ~ survivorship and trot tenants in common. their successors or acs nx ALL THAT CERTAIN bt of pact o/ land situated at Ore interseellon of Carryon Creek and Chow Chess, in Lower Allen Township, Cumbsdand Courrry, Panraylvania, said lot bskrg shown es Lot No. 48 an a t7re13rr>aNvbbn Plan for Fpph Aw, Phaas 4, dated July 19, 1998. and Ntst revised August 27,1!197, as receded in i:Men Hook 78, Paps 94, Bald lot behrg more par6arhry bounded and deetibed as falbws: BEI~INNfNO AT A POINT, aR die Westam right-ot-way Ikre d Canyon Creek, saki polM being the NoMwasfam oornar of the aibove deathbed tot and the tVOrtheastem roomer of Let No. 45 of 9re above rekrsnced subdhAsbn plan. thence abng the same rlyhfrof-way. the foNowinQ fora (4) axrr~ erM d~rtoas: l) tl~gt 38' 07'39' East, 23.94' 7o a paby, 2) a curve b the right wNh a radius off 75.00'and an arc brrg8r of 8f .13' b a pokrt. 3) North ti2'41'27' F.ast,127.59'to apaint, 4) a eaave to the Chow C thsrrce along the rigM~at-~ot Ctaoo Ctwae ~onr~i get--ot~way of courses and dbtanees: 1) South 27'18'33" East, 79.82' b a pdrd, bekrg a oontete monunrerrot, 2) a curve ro the right with a radfw of 275.00' and art arc larglh o1T7.97' b a po1M; therwe abng the Norttrsrn properly Rne of Lot No. 47, South 78.09'13' West 181.51' b a pokrb thence along the Eastern propaAy tkrs of Lotlto. 45, t4ortft 63'62'21' West, 109,68' fo a point, bekrg the POINT OF BEOWN9QO. Sstr. "~'~ ft.'d '279 coNTaNtNC an area of 3Q.a11 square feat co.ese acxee). THE ABOVE DESCRIBED 1~ q under and wbJad to the following easemenq aH shown on the above rsfsrenud plan: A 75 foot dear sight triangle at the kKSrtecdon of Carryon Creek and Chow Chase. SUBJECT to aN rlgMsof-way, easements en roafrid~rra of record on the date tareof. BEING a part of the same prerrdsae whldt Richard P. FJdndgs and Joan AA. 6ldndgs, laabartd atd vrife. by their Deed dated Jentary 4, 1982. and recorded September 9, 1983, te lha Office of tla Reoordar of Deeds in and for Cumberland County. kt Deed Book'X', Volume 29, Pam 59, granted and convoyed unto New Psnn kbtor E~resa. Irro. TO HAVE AND TO HOLD the aaM bt or piece of ground above deswibed toge8rer w8h the heredibnants and promteee hereby granted, or mentlora0 end hrterrded ao to be, wNh a8 and sA~pular fhe appurtenances, undo fhe sold Grantees, suoceasors era asslgra, b and Ibr the any ProDw use and bshoW of said Grantees. suoceaeors and ataigns forever, UNDER AND SUBJECT, ere aforesaid. AND lM old Grantor, ks wr:oasaots and assgra, does by floss prosanb,' oovsrarrf, grant and agree b and wkh Ste sold Grantees, tMN strCrassors and assigns, that>f. the said Gnrrtor, Ns atcesssors and assigra, eN and akrgtdarthe hsredMamsnte and prerrdsea herattgDOVe deacdbed and granted, or mertdo-Iad atd bllstded e0 tD be, wid- the apptatansnces unto 81s said Granbss, Aalr aucopaars and aaatpts, agairnat the aetd Gnsntor and t0i successors arW asNgns, and agafnet ap and awry other person or persons, whosoever, lawfWy daimYp or to daim the same err arty part thereof, by from or order k, hhn, her, Sam or airy of them, shat and wdl, 9PECWLLY WARRANT AND FOREVER OFFEND. IN WRNESS WHEREOF, the said (3rarMar tees hereurdo duly sxaauted 8ds Deed, 8ta day. morzbr and year that above wrRtert. Signed. 9aelsd ad OeWered in the Presence ot: ATTEST: NEW PENN MOTOR EXPRESS, MC. GttiG./ y. ~a,~„~a IgEAL~ ComeGa J. , Iit, Treasurer and Chbf Fkandai Ortker eoa. 233 171CE 280 s ., 1 COMMONWFaV.TH OF PENNSYLVANIA ss. COUNTY OF woraltt ON THIS, the _~ day of October, 2000, before me, the underai~ed offlCer, pereonagy appeared ComeNua J. Kahn, III, who aclmawledpsd ltknaelf b lu ttw Treeaurer and Chiet Fkletlolal ORlcsr of NEW PENN MOTOR tlXPREtlIE, INC., a Pennsylvania eaporadott, and Met he, es auii:h oMcer hakry auttoorirad si b do, executed Me torepokp InabvmeM for the purpoaa thsroin corfatnsd try at~hq the Oro orpaNmNon by NMnteif as ouch odNxr ES8 WHEREOF, I hsreunda-,aet my hard and oflkW seal. .. Nlo bUc "~~ ~s~ ~~~ C NWEALTH OF PENN8YLVANIA ~ ~~ apA COUNTY OF Qouti,~Iw•.~ ss. ON THIS, Me ~t~ day of Oobber, 21100, before me, the undersi0ned oflicor, personaNy appearod Heath L Allwt who adcnowNdpW himeeM M be the Secretary of Nt!IM PHNN MOTOR E7tPRE88, tNC., a PenrayNartla trorrpaatlon, and MM ha, ~ such otttear be4w auModzed si b do, axsoutad Me foroyohq haGumant far Ma purpoasa therein ooMained by alpniny Ms nine of the o~nfza8m by hinaaf as ouch officer Ik WITNt533 WHEREOF, I hereunder set my hand and otfidal asai. b KA al ~~.nrra)rulte L lit .. 1 HEREBY CERTIFY t}at the precise rasidmce and oomptete poet o8ke address of fhe Grantees hereat Is: Box 50,~lonfardon, PennsyMaeie 17880. boat 233 -uE ti8'i r t . 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S~ ECharfemarketwatr•h rnmMiafnr;rol/i7nFnr,1~ ~....Or......L.-L-,.O-_t___T_. kn/nr~r /nin ir~rwn• HightFax 7/21/2011 3:03:36 PM PAGE 2/002 Fax Server Prudential Financial The PrudeMlal Ineuranc~ Company a Iunarba 30 Scranton Office Park Scranton, PA 18507 July 21, 2011 Stone LaFaver & Shekletski Attn: David Stone 414 Bridge Street PO Box E New Cumberland PA 17070 Desr Mr. Stone: This letter is in response to your recent call to 1-800-PRU-EASY: At that time, you requested an account balance as of the date of death for Walter Sheets's Prudential Employee Savings Plan (PESP). Mr. Sheet's PESP account balance as of January 19, 2009, was $24,536.61and an outstanding loan balance of $32,201.84. if you have any additional questions relating to your PESP account, please call 1-800-PRU-EASY (1- 800-778-3279), say the keywords "Retirement 8c Investments°, then "Savings Plan," and follow the instructions to speak to a Savings Plan representative. Representatives are available Monday through Friday (except holidays), 8 a.m. to 9 p.m., Eastern Time. Hearing-impaired may call 1-877-760-5166 (Teletype TTY liae), Monday through Friday (except holidays), 8 a.m. to 6 p.m., Eastern Time. Alternatively, you can contact me directly at (570) 341-6473. Man ~ 3-~j. (~, ~ l,~ sincerely, (~ ~ n n Lynn Flynn Prudential Employee Savings Plan me Pndentlal hwraxo c«naa~r w Miarica m M Benefit Solutions June 23, 2011 Mr. David H. Stone Stone LaFaver & Shekletski 414 Bridge Street P.O. Box E New Cumberland, PA 17070 Securities offered through M Holdings Securities, Inc., a Registered BrokedDealer, Member FINRA/SIPC. M Benefn Solutions and M Holdings Securities, Inc. are affiliated companies. Re: Estate of Walter S. Sheets -Prudential Deferred Compensation Plan Deaz Mr. Stone, Per your request, enclosed please find the death distribution valuation statement for Walter S. Sheets' Prudential Non-qualified Deferred Compensation Plan account. Sincerely, Amy L. Borchazdt Associate, Client Administration M Benefit Solutions Enclosure M Financial Plaza 11.25 NW Couch Street, Suite 900 I Portland, OR 97209 I phone 503.238.1813 I fax 503.2'iR IR14 N a~ fem. M N d a n ~ ~ ~ ~~ w ~ w w ~ $a N $~ ~i ~~ ~~ '~ ~ ~ ~ ~ n ~' a ~ rn~ 2f ~8g ~~~1N~ag ~'~ J H~ N N N ~a pp e o ~ ~~ 0000 ~g ~~~ C ~+~~ ~ E m ~~ ~ ~ E E E E ~~$ a y ,ffi sQss E E E ~ ~~m J 1 J J ~~ C V ~ w C ~ .~ .E ~ a ` qj ~ 2E 2e 2e 34 y ~ ~1 N u .0 ; $ ~ ~ ~ ~ ~m~ +7 C r £ ~~ ~~~ ~~~ ~~ ~o ~ c ~~a a a a ~~$ ~~s~g ~ ~'~aaaa c ~~[[ N ~a~~ In aD ^ N G v ~ {~~ ~ ~€ N ~ lh ~ • ~ ~~~ ~~~ ~~ ~ ~~a t ~~~ ~ ~~~ ~ ~ ~m~ ~~~~~ ~~Q Hershey Ca., HSY Historical Quote - (NYSE) HSY, Hershey Co. Stock Price - BigCharts... Page 1 of 1 I~~~~~! AIM4RIM^'. Mon Enter Keyword(s) ,' SEARCH ~`- My :„. llgaln OusN~ thaw InduNilu Warlr HNroYYtl OueW NyhreeY _ ,_,_.... ....._......__...._......~.V.._..._......__._...~...._._._.._.._.. _.,_......_......... 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Explore Vow Optbnal ww.GncerCenNY.com Top 3 Deily Psnrry Stocks Get the top pommy ataeka movNp asah rrlornMp w you aan prolk. mro~nww.annYNw.tcam I~~ (.O W 3s.34 33. $a ---~-. .:. 9, ~o t1oalYRdo: sy yr.e.,, sa~cn our.x.. rrra twat /Mast Far Esatrlbna Curt Iran. yMir oar Moray awlY m apaeawtouaa. ,. 35. v $ 3 y. 40 ~q.~~; ~_ 3~P,84 4 sl, ~ Shs -~--~-. d~tl Etlatllt%aMlW ~1:L~a11!!tl~ ~, t! ~~~~ c^Le~ CanngM ]Otl ran.nvalga Nr NnrnrnwNL //]]~f /1_Y /~ •YY~I ! /„ wuY'Y aY wa.Yw aarwbauT~al411~MMt7t~taaaalaa wMDrl. ~ ~ l~K.l I ~" I~~r'~ ~+'I `• Mbrar Ma avrala anaa4w Owe a.artlaa w tNt TarYw. NYYa ew ar imray Dwa ria•Md w aal TNNnw aN auyarr y~y(yy. ~i/ lY~ Y Yea aw wrM^M raPwaaraa Oaw Janaa Y.aaaaa I WI aaa oarJanes \ Conrrry, IK. N quaau w N baw aawrnaa tlma Raw ear ar wwwawlwwo. oWn//~ ~~ S, McY+Mwmaoan w w ary ewrar anar+M alaa.a / Naw.y aaa aarYN a mNwa r rnaaq, na m aMaaa r aNw wabgw. Dees Jaya Yarwaw aaa asw Janes L Canpn,, N. 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Raidenee 34D2 C71ZfY~ON C51C ~t~8t71slA, PA 17055-6777 • /9, vy ~ ~ ~ ~~ st, f c-~ Y. ~ ~ ~~ ~. :t"~ •• w w lI~ORTA1tT wELBA~ IIAO~lAT10~Mt Far sash araumant tttt•d blow, untno notloo d the Nrn N ngNd by iM dau ahron M oolunn {aj, thN ~~ ~, en the folbwNp ~uoh Qaea, apa-ra p ^ aortMoet- of n+keas a dented M u+c a~tw. ldsd ari Tau T~M~!eR 1r^rMyie~ Mruebrr Ar wwt ~~ ._. 1040 12/33/200? 7®C-7DC-6593 08/Od/2007 09/05/2017 1040 12/31/]003 ]~-]D[-6993 08/06/2007 09/05/1017 Pleoe of F;Itrtg Ps-othonatuy ~tobtrla-nd Couaty Gtz~.iele, Pa, 17013 Arwwte~t 51350.37 78183.37 Total ~S 129533.74 TMs notios wee prepared and signed ae DSTROIZ', ~ , an this, the 24t:h ~Y 2008 si8nature ~ ~i . /. •' -uC ~ OPp=~ Z2-06-1450 ~Ox' JSF81t$Y WK3T8 (717) 777-9623 X1300 (MOTb Ceteea~s of onler sup~eeMd i-Y I~r to ab ~eltnewNdpfwR h net ~worMlel to fho v~tdlb of Notlw or F~r,l Tpc Bnf Mv. Rul. 7f•4ea, 1s7i - 2 Gr. ~Or) Form NatT)(ej IRw. i-2G04i fart t • IC*e Nl' l~rf OINea CAT. NO eaosex ~ 4660 ~ if8 (Y)(c) OePertment of th6 Tr666ury - Intamd Rwanl» 8ervlt~ erw. reruerr aooa Node of F~derar ?mac Lirf ~ e 4. L ya FrL kw: 8erlal Numbs far u.. OMr ~ ~ U k ~ ~ 8 s ~ ~~ ~ ~Z ~ ~ ' ~~~'~ n U a ir P h w. ( o 9i3 al~ssssas ~- ' ~ /b ~nrYM b~- audo~ but, 6321, ark iftt d dq klt~red ^aerta~oa ~„ a ~vv Coda, rra an ~Ilrta~ a aada that tamr (iacio~118 61ttn6t d wkbr) haw rra+tl aeaawad +16at~e db lbiowl~~rul paglallar. Mh baerl aada ~, ~.~ s~ z a da~ard far ~ d dY6 irb~tf-, bat k raanla6 aaipM.'flwrNe+6, dnn6 I6 a 1u is dent of tf111 IWtM !fags os a• w+orr~- 4a/ rye to go*arfy 6cMaeilt oo tMlt ta14641ar Isar d>ra anoaelt al tlMUa ~, ani ~ ~ addlde~al ~6aakNR, Yltnwrr sad aeu~ tl>,at aalMr ~anN. axpayar i~ r~ / t~ ~ 34oa cA~os ~ ~• • Y ~:. bISL'IWRZCSH~, PA 17055-6777 ~ .. IM~ORTAN! R2LEAIR IMIaORMAT10~1~t For rch raesent.nt Meted blow, cNr1 unlace rietlce of U1e Men It ra11Nd by the dos ghren h ooiulrn lei, thk notbe ohM. on the day 1eNOwkq each des, operab r e oertlfloaa d reMws r defined In 1110 0~lilef. Klad ad Ta: ~ IdNtMliMi 1!r^~ber Aaa~uww~t ~ a~"A a ~ d ~ 1040 12/31/Z004 nGC-]GC-6593 iZ/15/Z008 O1/i4/Z019 18349.99 1040 1Z/31/2005 ]C7[E-]C[-6593 1~/29/Z008 01/28/2019 4814.89 1040 1Z/31/Z008 ]C~-lOC-6593 19/19/Z008 01/Z8/Z019 68360.33 Racy of Filing Prothomotelry ~talbarlfua~d county Carlilale, PA 17013 Total IS 91525.21 This notice wea prepared and signed st DETROIT, MT . ~ ~~, the 29th day ~ Jaausry 2009 8i~n~ure ~ ~'~. ~~~ ~1'! OFFICER 29-06-1450 for JEFFREY NEl;MrE (717) 777-9623 x1300 Catlllo.t~ ~r ofwar wchorlad by Ihw to ako .atoawMdpMr+t ~ oot arfJrrtlM to sh. wedky a Not1e~ of fderN Tex Ilan Rw. Rul. 71.486, t i7T - 2 C.6.106- Dorm 6it(Y)(t) (Rw. 2-ZOOM) -oR t • Miiel Mh- 6owr~ Gals e!.Y. we_ aoo?ax 11/22/2010 15:32 7172362995 CENTRAL PA ABSTRACT ~~ PAGE 08/13 -at, ifa (1f)(t) Dapartrrant of the TtaMUry - Internal Rwartus Servioa ,., ~... ~ ~ Hoda of Fid~rai Tic Lha Serial Number 6~M11LD aosno r ar t>.. oMka aa/eat Bra'ra~rin ~- gs LIMt Unk Pltor~ (0001 l13-a0s0 6407!7610 1 T K'~ rp ~!rt k NaaMad Mp aoalas list, sass, ad isl3 err tM 1^to~wai Ihwtt^a 0~"' 4!(4 Coda, rw an ~ItrMR a aiagoo dlat taaoaa (h~olris IaMralt MINI ~a^deMa) iL# d4d "~ Iww ~ aaraaaot awe qM yntny . Mh iwr twrdo ~ ~ ~ ~ i ~ ~ a ~ ale d i tl it a aM rfto ;;~ ~alaa~ d dk >t~gqur Ibr eDa aaia~tt d tiNaa ~, aM ~ ~ :i ~waNNr„ I~anwy aM Doan ebae ~- aaceM. ~ , . •:' , :, ,~; ~ ' ' Nams of Taxpayer 8 ',_` -~ .~ Ba1R>ai~lR]1 J $H>3B'1'8 87CSC: ' . ~ f' , ~ ' ' ti ;; .. RMidanos 3402 C11a1Y0la t~ ~ •. ~' ~ r_~ L. ~'t MBQiA>DIICSS1~t0, PA x.7055-6777 ~ ~' ~~ ;r u~ ~ :~ . ~. IAd~ORTANT RatAlR I!lfOR0lATil011t For qq- saseamem Naead babes ~ . unlan notka of the Mn k ralNad M the daq piwn In ooArne tsl, Chia notla eheN . ~~ aueh data, oparab w o aareigaaea of .alasaa a daRnod ~ ~ a .. ^_, I n l I a za(el ~ qai d Tact T~ 1/ae~r>1~8 Naetba IdoowndiM ~ ~ a~ c ~ 1040 19/$1/007 ]mC-YX-6$93 1040 12/31/Z008 7000-7CX-5593 02/15/1010 02/08/2010 03/16 03/09 /2010 /2020 92764.72 58011.5.5, ;• .,:. t,:• Raw of RNrtg Prothonotary Cttmberlauid COtuity Cairliala, Pei 17013 Totd ~~ 150775.17 This natlOe YYeb prepared erd alpned YL DETROIT, b1Z I ~ ~f •• ~ OZad day ~ ADril 2010 Sipnatura H O1~FIC>3R ZZ-06-1442.. gam' DAVID ~• 8>E(ROYES (717) 777-9645 x1320 t3.rtlaaoea of oNkar wMRtorl>•d br law to taMr ~oknorrlodpoont r• not ountNl to tIM va110ky of IJollea of Fidwal Tax INn Rev. MA. 71-N4, is7t - 2 C.a. X09) !aw t • tilt b ~.ri Wan FO^" ~tn(41 Olav. 2-!0041 GT. N0 aoosau ~~~~ Department of the Treasury ~y Internal Revenue Service I RS Cincinnati, OH 45999-0025 017996.85]310.0117.003 1 ]18 0.360 701 ~~rilllll~~~~ll.~Il~l~~~lltlllll'1'lll~ll~'llll~"I~~i~~ll~~~~lll ~~ WALTER S SHEETS DECD 3402 CANYON CRK MECHANICSBURG PA 17055-6777023 17996 Second reminder: You have unpaid taxes for 2009 Notice CP503 Tax Year ........... 2009 ....................._.......... _. Notice date_ ._..._......._.._ March"18, 201 t_.._...--. _. Social Security number 168-46-6593 To contact us Phone t-800-819.8374 Your Caller ID 335514 Page 1 of 4 imnmunn Amount due: $10,686.49 As we notified you before, our records show you Billing Summary have unpaid taxes for the tax year ending December 31, 2009 (Form 1040). If ou don't y _ Amount ou owed $10,61345 Y y pay $10,686.49 by April 7, 201 t, interest will . ... _ _.__ Failure-to-pay penalty 42 47 increase and additional penalties may apply. . _ . _ . ___ .......... .... ......... __ _ . Interest charges 30.57 Amount due by April 7, 2011 $10,686.49 What you need to do immediately Pay immediately • Send us the amount due of $10,686.49 by April 7, 2011, to avoid additional penalty and interest charges. _______________Continuedonback_. 1---------------------------------------- 1C ...........--.__.....__...._ ........................................ ~--• -- _._.... waerea s sneers oe_o Notice CP503 ~~: tnNVON caK Notice date March 28, 2011 _ Mecrrat~icsn^ei; ~A uussbrnoia Social Security number 168-46-6593 IRS • Make your check or money order payable to the United States Treauyry. • Write your Social Security number (168-46-6593), the tax year (2009}, and the form Payment number (1040) on your payment and any correspondence. Amount due by $10.686.49 April 7, 2011 INTERNAL REVENUE SERVICE CINCINNATI, OH 45994-0025 ~r4r~rd1'rr.nt..Irrr4l~ulld'r:htllrl~d•t.rr.rry...p 168466593 TI SHEE 30 D 2DD912 670 DD001068649 Notice CP503 Tax Year 2009 Notice date March 28, 2011 Sociat Security number 168-46-6593 Page 1 of 4 What you need to do immediately-continued Pay immediately-~tantfnued • If you can't pay the amount due, pay as much as you can now and make payment arrangementsthat allow-you to pay off the rest over time. Visit www.irs.gov and search for keyword: "tax payments options" for more information about: -Installment and payment agreements-download required forms or save time and money by applying online if you qualify -Automatic deductions from your bank account -Payroll deductions -Credit card payments Or, call us at 1-800-829-8374 to discuss your options. If you've already paid your balance in full within the past 14 days or made payment arrangements, please disregard this notice. If we don't hear from you • If you don't pay S 10,686.49 by April 7, 2011, interest will increase and additional penalties may apply. • If you don't pay the amount due or call us to make payment arrangements, we can file a Notice of Federal Tax Lien on your property at any time, if we haven't already done so. • If the lien is in place, you may find it difficuk to self or borrow against your property. The tax lien would also appear on your credit report-which may harm your credit rating-and your creditors would also be publicly notified that the IRS has priority to seize your property. • If you don't pay your tax debt, we have the right to seize ("levy")your property. ~a~ IRS Contacfi information _ _ _. ....................................... .. ......................... . wnu[es_,+ttrsotcn Notice CP503 ~a z nr~ronr CBK Notice date March 28 20.1 t r,F~ r.~~~ Laura as nosi ~°. 5oaal Secunty number 168-46 6593 If your address has changed, please call t-800-829-8374 or visit www.irs.gov. ^ Please check here if you've included any correspondence. Write your Social Security number (168-46-6593), the tax year (2009), and the form number (1040) on any correspondence. ^ a.m. ^ a.m. ^ P o[ ^ P.m. Primary phone Best 6me to call Secondary phone Bast nme [o call INTERNAL REVENUE SERVICE CINCINNATI, OH 45999.0025 .1111.1'lll'1'1,111..11.1.1111'111111.1.1111111'll'1.11.1111...11 __ _ _ Notice ___ __ Tax Yea- Notice date ____ __ .. Social Security number .......................................................... Page 3 of 4 _. _ ___ CP503 _... _ _. 2009 March 28, 20f 1 168-46-6593 .......................................................... Penalties We are required by law to charge any applicable penalties. Failure-to-pay ..eSR1e!w!F ...........:..~--....................-... - _..._._..._...-._.....................__............_...._.-.......---...-~~«~M Total failure-to-pay b42.47 ` When you pay your taxes after the due date, we charge a penahy of 0.596 of the unpaid amount due per month, up to 25% of the amount due. We count part of a ~y7gg5 month as a full month. (Internal Revenue Code Section 6651} For a detailed calculation of your penalty charges, call 1-800-829-8374. Removal or reduction of penalties We understand that circumstances---such as economic hardship, a family member's death, or loss of financial retards due to natural disaster-may make it difficult for you to meet your taxpayer responsibility in a timely manner. li you would like us to consider removing or reducing any of your penalty charges, please do the following: • Identify which penalty charges you would like us to reconsider (e.g., 2005 late filing penalty). • For each penalty charge, explain why you believe it should be reconsidered. • Sign your statement, and mail it to us. We will review your statement and let you know whether we accept your explanation as reasonable cause to reduce or remove the penalty charge(s). Removal of penalties due to erroneous If you were penalized based on written advice from the IRS, we will remove the penalty written advice from the IRS if you meet the following criteria: • If you asked the IRS for written advice on a specific issue • You gave us complete and accurate information • You received written advice from us • You relied on our written advice and were penalized based on that advice To request removal of penalties based on erconeous written advice from us, submit a completed Claim for Refund and Request for Abatement (Form 843) to the IRS service center where you filed your tax return. For a copy of the form or to find your IRS service center, go to www.irs.gov or call 1-800-829-8374. Continued on back... Notice CP503 Tax Year 2009 Notice date March 28, 2011 Social Security number 168-46.6543 __ ._ __ _ Page 4 of 4 Interest Charges We are required by law to charge interest on unpaid tax from the date the tax return was due to the date the tax is paid in full. The interest is charged as long as there is an unpaid amount due, including penalties, if applicable. (Internal Revenue Code section 6601) Desai~tim_________-.___--_ -______Amount Total interest E30.57 The table below shows the rates used to calculate the interest on your unpaid amount due. For a detailed calculation of your interest, call t-800-829-8374. pew _______________ ________Intergstrote 8eginniny April t, 2004 ~°lo Additional information • Visit www.irs.gov/cp503 • For tax forms, instructions, and publications, visit wvvw.irs.gov or call t-800-TAX-FORM (t-800-829-3676). • Keep this notice for your records. If you need assistance, please don't hesitate to contact us. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF DVDMDUAL TAXES HARIS82URCIPA17128-0431 PERSONAL INCOME TAX PREASSESSMENT NOTICE oF~-,a~E.~~,,o~~~~ DLN: 091010989418 DATE OF NOTICE: FEB 07 2011 SOCIAL SEC. NUM: 168-46-6593 ASS ESSMENT ~: NOT ASSESSE D TAX Y E AR: 2009 EE D 3 BARANCE(SESDUE' fOR YOUROACNOUNT AS F B ~20 ~ WALTER S SHEETS O FE 1 1 : 3402 CANYON CRK OWED PAID BALANCE MECHANICSBURG PA 17055-6777 LTE PNLTY 150.00 .00 150.00 EST PNLTY .00 .00 .00 LEGAL .00 .00 .00 INTEREST 32.53 .00 32.53 TAX/RFD 1000.00 .00 1000.00 2009 BALANCE DUE 118~_sa PLUS OTHER TAX YEAR(S) LIABILITIES (SEE REVERSE SIDE OF NOTICE) 19687.43 TOTAL DUE NOW - (PLEASE PAY THIS AMOUNT USING THE ENCLOSED COUPON) 20869.96 THE F IGURES SHOWN BELOW REPRESENT AMOUNTS AS ORIGINALLY REPORTED ON YO UR 2009 TAX RETURN OR AS ADJUSTED BY THE DEPARTMENT. ORIGINAL OR ADJUSTED AMOUNTS lA. GROSS COMPENSATION .......................... 38 228 1B. SCHEDULE UE EXPENSES ........................ . 5 645 lC. COMPENSATION.......... . 32,583 2. INTEREST (SCHEDULE A) ....................... 0 3. DIVIDENDS (SCHEDULE 8) ...................... p 4. NET INCOME OR LOSS .............. 5. TAXABLE SALE - GAIN OR LOSS ................. p SA. CAPITAL GAIN EXCLUSION......... 6. RENTS. ROYALTIES, PATENTS, COPYRIGHTS....... p 7. ESTATES AND TRUSTS (SCHEDULE J) ............. p 8. GAMBLING AND LOTTERY WINNINGS ............. p 9. GROSS TAXABLE INCOME (ADD LINES 1G,2-5,6-8). 32.583 10. OTHER DEDUCTIONS(MEDICAL. HEALTH, TUITION).N p 11. NET PA TAXABLE INCOME(LINE 9 MINUS LINE 10). 32.583 12. TAX LIABILITY (MULTIPLY LINE 11 BY .03070).. 1.000 13. TAX WITHHELD (FROM W2'S) .................... p 14. CREDIT FROM PREVIOUS TAX YEAR ............... p 15816 ESTIMATED TA% 8 EXTENSION PAYMENTS.......... p 17. TAX WITHHELD AS REPORTED ON NRK-1........... p 18. TOTAL CREDITS (ADD LINES 14.17)............ • 0 19B. NUMBER OF DEPENDENTS ........................ p 21. TAX FORGIVENESS CREDIT .............. .. p 22. RESIDENT CREDIT (SCHEDULE G) ................ p 23. CREDITS (SCHEDULE OC)........ ....... p 24. TOTAL CREDITS (ADD LINES 13,18,21-23)...... p 25. TAX DUE (LINE 12 MINUS 24) .................. 1,000 26. PENALTIES AND INTEREST......... 28. OVERPAYMENT (LINE 24 MINUS 12) .............. p 29. REFUNDED ............... ........... 0 30. CREDITED TO NEXT YEARS ESTIMATED TAX........ p 31-35. TOTAL DONATIONS (LINES 31-35)............ p THE REASON(S) FOR THIS NOTICE ARE AS FOLLOWS: YOUR EXTENSION HAS BEEN GRANTED TO OCT 15 2010. HOWEVER. YOUR RETURN WAS NOT RECEIVED UNTIL JAN 11 2011. THIS RETURN IS LATE. PENALTY FORA LATE RETURN IS 5% PER MONTH OR ANY PORTION OF A MONTH OF THE UNPAID BALANCE. MINIMUM PENALTY IS 5% (OR f5) AND MAXIMUM PENALTY IS 25% OF THE UNPAID TAX DUE. YOUR PENALTY IS 15%. YOU OR YOUR SPOUSE. IF FILING JOINTLY. HAVE A BALANCE DUE FROM OTHER TAX YEARS, AS SHOWN ABOVE. PLEASE MAKE YOUR CHECK OR MONEY ORDER PAYABLE TO THE PA DEPARTMENT OF REVENUE AND REMIT IT WITH THE ENCLOSED PAYMENT COUPON (REY-364C). ALL PAYMENTS WILL BE APPLIED TO THE OLDEST TAX YEAR, UNLESS YOU INDICATE TO WHICH TAX YEAR YOU WANT IT APPLIED. ANY UNPAID BALANCES WILL REDUCE OR ELIMINATE ANY FUTURE REFUND. TO APPLY YOUR PAYMENT PROPERLY, PLEASE USE THE ENCLOSED PAYMENT COUPON (REV-364C). IF YOU DO NOT AGREE, SEND A WRITTEN, DETAILED EXPLANATION WITHIN 30 GAYS. IF YOU DO NOT REPLY WITHIN 30 DAYS FROM THE DATE OF THIS NOTICE OR PAY THE AMOUNT DUE, YOU WILL BE ASSESSED. YOU HILL THEN HAVE THE RIGHT TO APPEAL TO THE DEPARTMENT. IF YOUR CASE HAS BEEN PLACED WITH A COLLECTION AGENCY YOU MAY BE SUBJECT TO ADDITIONAL FEES FOR COLLECTION COSTS. UNDER ACT 40 OF 2005, ADDITIONAL COLLECTION COSTS. INCLUDING BUT NOT LIMITED TO FEES OF UP TO THIRTY-NINE (39%) OF THE AMOUNT DUE, AND ATTORNEY FEES INCURRED IN SECURING PAYMENT, MAY BE IMPOSED ON ANY LIABILITY NOT PAID PRIOR TO REFERRAL TO A COLLECTION AGENCY OR CONTRACT COUNSEL. THE ESTIMATED PAYMENTS AND/OR EXTENSION PAYMENT CLAIMED ON YOUR RETURN ARE GREATER THAN OUR RECORDS SHOW FOR YOUR ACCOUNT. YOUR RETURN HAS BEEN ADJUSTED ACCORDINGLY. IF YOU DISAGREE. PLEASE SUBMIT LEGIBLE PHOTOCOPIES OF THE FRONT ANO BACK OF YOUR CANCELLED CHECKS, OR PROVIDE THE DEPARTMENT WITH THE NUMBER STAMPED ON THE BACK OF THE CHECK. THIS NUMBER WILL BE A 10 DIGIT NUMBER FOLLOWED BY A 3 DIGIT NUMBER AFTER THE INDICATION 'EST'. SEE REVERSE SIDE FOR MORE INFORMATION OTHER TAX YEAR LIABILITIES LISTED FROM FRONT OF NC•TICE: YEAR TAXPAYER BALANCE YEAR TAXPAYER BALANCE YEAR TAXPAYER BALANCE 2007 268466593 10,830.82 2008 168466593 8,856.61 IF YOU HAVE ANY QUESTIONS CONCERNING THIS NOTICE. PLEASE CALL (717) 787-8201. FOR SERVICE FOR TAXPAYERS WITH SPECIAL HEARING AND SPEAKING NEEDS, TDD# 1-800-447-3020. OFFICE HOURS 8:00 A.M.- 4:00 P.M. YOU MAY ALSO WRITE T0: PA DEPARTMENT OF REVENUE, BUREAU OF INDIVIDUAL TAXES, PO BOX 280431, HARRISBURG PA 17128-0431. BUREAU OF INOIVIOUAL TAXES PD tOX 280432 NARRIS8UR6 PA 17128-0432 Y~ 7190 0006 1632 2111 0554 Pennsylvania DEPARTMENT OP REVENUE ' YEY-IIfS AM WCE%E% (11-lEl NOTICE OF ASSESSMENT TAX AMNESTY NONPARTICIPATION PENALTY WALTER S SHEETS 3402 CANYON CRK ACCOUNT ID :...............................XXX-XX-6593 NOTICE NUMBER :....................... ANC12022010101055 MECHANICSBURG PA 17055-6777 NOTICE DATE :.............................December 15, 2010 ASSESSED PENALTY DUE:........ $932.47 Inquiries: 717-783-3000 Special Speaking/Flearing Needs Hotline: 1-800-447-3020 Appeal Due Date: Msreh 16, 2011 w If due date is on a weekend, petition may be filed the next business day. BASIS OF ASSESSMENT TAX AMNESTY NONPARTICIPATION PENALTY The account identffied above was notified of the opportunity to participate in Pennsylvania's Tax Amnesty program, which ran from April 26 to June 18, 2010. During the Tax Amnesty program, the Department of Revenue waived all penakies and half the accrued interest for anyone who filed and paid state taxes delinquent as of June 30, 2009. In accordance with Act 48 of 2009, any taxpayer who failed to take advantage of this limited opportunity is subject to a 5 percent nonparticipation penalty. Department records indicate this taxpayer did not participate in the 2010 Tax Amnesty program or the taxpayer's tax amnesty application was denied. Therefore, the 5 percent nonparticipation penalty applies to all amnesty-eligible periods and was calculated on the balance of remaining tax, penalty and/or interest. r -o O O W ti ti 0 r This assessment may be appealed by petitioning the Board of Appeals. However, the board will only consider petitions contesting the 5 percent nonparticipation penalty assessment, because the appeal period(s) expired for the overdue tax, interest and/or other penalties that serve as the basis of this assessment. See reverse for appeals information. ACCOUNT ID :............................... XXX-XX-6593 CALCULATION DETAIL: 2010 TAX AMNESTY NONPARTICIPATION PENALTY ~ ACCOUNT ID: XXX-XX-6593 ~ .TAX TYPE -- :....PERSONAL INCOME TAX Tax Year Liability NPP Penaty Tax Year Liability NPP Penaty Tax Year Liability NPP Penalty 2007 10 274.91 513.75 2008 8 374.36 418.72 Total 2010 Tax Amnes Non artici ation Penal $932.47 i i i t t r r k k k C c a Total 2010 Tax Amnes Non artici ation Penak for all Tax T s 932.47 NOTE: Liability includes tax, interest artttlocpenakies. - NPP Penalty is the 2010 Tax Amnesty 5 percent nonparticipation penalty authorized by Act 48 of 2009. For the current payoff amount call the COLLECTIONS AND TAXPAYER SERVICES at 717-783-3000. LABUR & "iIYD[1STRY .:N^^,I~f •.11.1" „Y Mk"~,!„~,f.,"IA OFFICE OF UNEMPLOYMENT COMPENSATION TAX SERVICES HARRISBURG, PA 17121 www.state.pa.us PA Keyword:lmemployment 12/23/2010 Account Number 21-25758 3 DELIIVaUEM STATE WALTER S SHEETS Refer reply to: 402 CANYON CREEK RD Offiea of Unemployment Compensation Tax Services ECHAN I CSBURG PA t 7055 P•O. Box 60848 Harrisburg, PA 1 7 1 06-0848 Telephone: 717- 214-2991 Your Pennsylvania Unemployment Compensrtion (UC) account shows a balance due of 5806.23 excluding legal costs (see reverse) and/or shows missing tax report(s) for the quarter(s) "NONE". Make your check psyable to the Pennsylvania Unemployment Compensation Fund Write your account number on the check and mail it with this letter and/or your delinquent tsx return(s) to the address shown above within ten (10) drys from the date of this letter. You may wish to make a copy of this letter for your records. Immedirts filing and/or pryment of your quarterly report(s) may preclude you from incurring any one of the following adverse financial and/or legal consequences resultant from this Pennsylvania UC tax delinquency: 1. Delinquency Tax Rsts Assignment The delinquency tax rite required by Section 301(a)(2) of the Pennsylvania UC Law is 3% higher than the rate to which you would otherwise be entitled The calculrtion o} your tax rate for calendar year 2011 and subsequent years may be effected by UC tax reports filed and paid through the second quarter of the previous year. it is to your advantage to file and pry all required tax reports, both for future year rate caleulrtions and for reducing interest due on late paid UC taxes. This could result in a tax rate savings of 5257.00 per employee, based on taxable wages of 88,D00. 2. Loss of credit for Federal Unemployment Tax Act Failure to pry Pennsylvania UC taxes may result in your having to pry more money to the IRS under the Federal Unemployment Tax Act (FUTA). Employers mry certify to the IRS the amount paid for Pennsylvania UC taxes. Credit up to a maximum of 5378.00 mry be claimed per employee to offset FUTA tax amounts due, provided Pennsylvania UC taxes are paid prior to January 31st of the year following the calendar year for which taxes were due. The information above is provided for Pennsylvania UC tax purposes only and is not intended to be any representation of IRS rules and regulrtions. Please confect the IRS for specific informrtion about your FUTA obligation. _ _ _ _ _ - __ _ __ - __ _ __ ___ 3. Denial of Tax Clearances for a renewal of sales, use and hotel occupancy tax licenses b. sale, transfer, or renewal of liquor licenses c. vendors providing state contracts, small games of chance vendors, bulk sale of assets and domestic and foreign corporstions going through dissolution. 4. Legal action for collection. 5. Criminal prosecution and/or personal liability including filing liens against property of employers, their officers and agents for failure to withhold and remit Employee Withholding taxes which are a trust fund obligrtion pursuant to Section 301.4 of the PA UC Law. 8. Criminal prosecution for failure to file or pry could result in a fine of 5500 and/or imprisonment for thirty (30) drys for each offense under Section 802 of the PA UC Law. 7. Interest Unpaid contributions accrue interest under Section 308 of the Pennsylvania UC Law 43 P.S. s788. Interest is charged for each month or fraction of a month, from the drts the contributions become due until they re paid 8. Penalty assesamsnt on each late filed report that is equal to 10% of the Ux due, per quarter provided that such penalty will not be less than 525.00 nor more than 5250.00, pursuant to Section 208(d) of the PA UC Law. If full pryment is not possible rt this time, it may bs to your advantage to consider a payment plan. Such a plan can be discussed by contacting the Field Accounting Service rt UCTS - FAS , 333 MARKET ST 16TH FL, HARRISBURG PA 17101-2236, TELEPHONE: 717-214-2997. Auxiliary aids and services are available upon request to irldlviduals with disabNities. Equa/Opportunity. Employer/Program IlC-fa0/~TIl) REV 12/10 21-25758 3 STATEMENT OF ACCOUNT AS OF 12/2.3/2010 INTEREST COMPUTED TO 01/02/2811 -~ QUARTER CONTRIBUTION CONTRIBUTION CONTRIBUTION YEAR OUE PAID BALANCE INTEREST PENALTY WE 1/200 1.0 .00 1.0 .00 .00 1/200 12.07 2 ;0 0 129.07 2 1 32.2 25.000 WE 2/2p.p 0 44z ~ 0 0 4 5 442 Oq 0 p 100 Q 55{QQ{~~ WE 3%2 . ~ .00 ; .5 t s X5.000 3 578.62 133.o 5 94.56 CONTRIBUTION INTEREST PENALTY DUE.. 806.23 DISHONORED CHECK PENALTY .Ob DISHONORED CHECK FOR LEGAL COSTS .00 LATE WAGE DETAtL/MAGNETIC REPORTING PENALTY .00 CIVIL PENAt.TY. SECTION 802.1 .00 "WE" Denotes Employee Withholding UC-6T REV 8-06 EMPLOYER'S NAME WALTER S SHEETS TOTAL AMOUNT DUE 806.23 ACCOUNT NUMBER ^ 21-25758 3 SYM- DATE O TAX .~ ~^ INTEREST P~ALTY RED BOL MO. YR. T YEAR CONTRIBUTION CREDIT CRE01T X R DEBIT CREDIT TOTALS ~~ ^ AMOUNT + LEGAL = REMITTANCE ALLOCATED COSTS S1' OG 200;12 670 2322 201pJ7 026903 170:1 IRS LSE U\'Ll' ~~ DepartmentoFtheT•reasury Internal Revenue Service Cincinnati ON 45999-0039 037804.813198.0148.004 1 AT 0.357 862 ~~~~Illll~r~~ll~~lirl~~~llllllll'I'ill~il~'Illl~"I~~~~rlll~~~lll 37804 JRS FINANCIAL SERVICES LLC SHEETS WALTER S MEMBER 3402 CANYON CRK MECHANICSBURG PA 17055-6777023 31265-197-G(i701-5 AORt0537 I(i( ?00347295 S!3 \' For assistance, call: 1-800-829-0II~ \'otice\umber: CP160 Uate: December G, 2010 Taxpayer Identification \umber: 20-0347295 'fax Corm: LUGS •[•ux Period: December 3l, 30(13 I Reminder: You o\ve past due taxes for 12/31/03 I Amount O\ved: Pav bv. 5688.50 J:+nuxry 6, 2011 \Vhy xm i getting this notice? You have a past due tax balance for 1213 i/03. By law, \vt: roust tell you each year how much you owe. FI'e +rill sernl rou a notice•Jnr each tcc\• rear Jor n•l~ich t•ou still orre. \Vhat should 1 do' It you can make a payment. I . .Make your check or money order payable to the United States Treasury. \Vrite tax year I2/31i03 and this Taxpayer Identification Number (20-0347295) on your payment. 2. Complete and detach the payment stub at the end ofthis notice. 3. Send the stub and your payment in the enclosed envelope. Ifyou can't pay the titll amount owed: 1. Pay as much as you can now. 2. Review the Payment Options listed on the back ofthis page. 3. Call us at I-800-829-01 IS Ifyou want to discuss payment options tier the amount not paid. 12eminder: Ifyou don't pap the amount owed by January 6, 2011, we will continue to add penalties and interest until the amount is paid in full. Ilow• 1Ye Calculated the Amount You Uwe Form Tux Year Unpaid [ialance + Penulties + Interest = Totul 1065 12/31/03 5500.00 5.00 SI$S.SO SG8R.S0 Penalty and Interest are not calculated to the "Pay by date" shown. i f,you need a payoff amount, please call us at I-800-829-OILS. WEST SHORE TAX BUREAU 3607 Rosemont Avenue PO Boz b56 Camp Hill, PA 17011 Phone (717) 7b1-4900 Fax (717) 975-8955 www. westab. org email: TaxpayerServices(a~westab. org REQUEST FOR PAYMENT December 09, 2010 SHEETS WALTER S THE ESTATE OF 3402 CANYON CREEK MECHANICSBURG PA 17055 REF # 130419 ~ ~~ Our records indicate that you forwarded your West Shore Earned Income Tax return(s) for the yeaz(s) 2007, 2008, but failed to include payment of the tax balance. Your tax return(s) are not considered filed until your tax plus any applicable penalty and interest are paid. The followins is a breakdown of the amount savable to this Bureau by 1/812011. Tax Year Tax Due Penalty Due Interest Dub Other Due 2007 3,476.83 569.64 570.39 .00 2006 2,981.89 309.87 310.28 .49 POSTAGE Total Balance Due: $8.219.34 In order to avoid any action that will entail Legal Prosecution, please give this your prompt attention. If you have any questions, contact this bureau immediately. The authority for administering this tax is Act 511, P.L. 1257 of the Commonwealth of Pennsylvania. Failure to pay tax, penalty and interest may result in a Wage Attachment or the filing of a Civil Action which will result in additional costs being added to the amount due. You aze entitled to receive a written explanation of your rights with regard to the audit, appeal, enforcement, refund, and collection of local taxes by calling the West Shore Tax Bureau at (717) 761-4900 during the hours of 8:00 am - 4:30 pm, Monday through Friday. Sincerely, West Shore Tax Bureau IN RESPONSE PLEASE CONTACT: Paula After review of your account we have found a remaining past due balance. The above balance is seriously delinquent and requires your attention. Please remit payment promptly. WEST SHORE TAX BUREAU 3607 Rosemont Avenue PO Box 656 Camp Hill, PA 17011 Phone ('717) 761-4900 Fax (717) 975-8955 www.westab.org email: TaxpayerServices@westab.org REQUEST FOR PAYMENT January 19, 2011 WALTER S SHEETS THE ESTATE OF 3402 CANYON CREEK MECHANICSBURG PA 17055 REF # 130419 Our records indicate that there is a balance due on your West Shore Earned Income Tax return for the year 2009. The following is a breakdown of the amount oavable to this Bureau by 2/18/2011 Tax Balance Due $ 526.01 Penalties Due $ 26.68 Interest Due $ 26,72 Total Balance Due: S 579.41 The following errors were found on your return which may have resulted in the above balance due: Line 1) Used incorrect wages, gross wage is block 5 Medicare wages. Line 17) Failed to include penalty. Line 18) Failed to include interest. NOTES) PAYMENT WAS NOT ENCLOSED WITH FILING. In order to avoid any further correspondence, other charges and the initiation of collection procedures, please give this your prompt attention and remit payment on or before 2/18/2011. The authority for administering this tax is Act 511, P.L. 1257 of the Commonwealth of Pennsylvania. Failure to pay tax, penalty and interest may result in a Wage Attachment or the filing of a Civil Action which will result in additional costs being added to the amount due. You are entitled to receive a written explanation of your rights with regard to the audit, appeal, enforcement, refund, and collection of local taxes by calling the West Shore Tax Bureau at (717) 761-4900 during the hours of 8:00 am - 4:30 pm, Monday through Friday. Sincerely, West Shore Tax Bureau BATCN q: 07639-0IS PSS vl/ lO/ C171G ll: lb / 1 / Ldb'1`Jy5 CtN1RAL PA ABSTRACT PAGE 50/58 I~'1 %~y,'.~ ~ l~ !'7 ~'~ `c ~ n=~ ~ yr (a 51 / .~J •.. CRED1iTOR'S NOTI OF CLAIM r'3 ~~ ~ S 1 .s•~ ~~ ~ 1 ~ ~ ESTATE OF WALTTR ffi. $EF.B"1'S, D>L~CEASED :~ ~ . : ESTAT7C FILE #1009~OOIZB To the Orphaa"s Court Division: Indent and make proper entry in your off vial recoeda of the claim of Members 1'~ Fedentl Credit Union in tha priuNpal amount of SI2,258.4i, Visa credit card account #4155372221320045, against the cstatc of Wahar S. Sheets. This claim is filed pursuaat co ZO Pa. C.S. section 3S3Z. The uid decedcnt, whose last known residence was 3402 Canyon Creek, Mechanicsburg, PA, 17055, SSIIV 168-46-6593, died on January 19.2009. Formal notice of this claim was provided to Barbara Sheets, Executrix, on Fobntsry 19, 2009. BRS 1~ F ERAL CREDIT UNION nisa A. Wolfe, Lnsuran Sarvioea Supervisor December 17, 2009 5440 T,ouixc I)rivc • l?O. Box 40 • D{echanicsburg, Prnnsvhutia 17455 (800) 283-2328 ' a'vcwmemlxclst.ntg bll 17/Lb10 11: Lb rlrLabLyyo G1:NIKAL F'A ABSTRACT PAGE 49/58 .. r .: ;'~'.: :F IN THE COURT OF CQMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DMSION IN RE: ESTATE OF To the Gleek of Orphans' Corot Division: No.' 11-2QQQ-Oi28 AMENDED CLAIM r~ ' ~ ~ ~ '~ ' . ;~: ~~ . ~ ~'~' "4 ~ ~ c~ . y7 iF ~ ` r- T} ~ ~-~..~~ tadcx and melee proper entry la your olScial record of amended claim of CORD c% W4lttran. Weinberg ~ R~ Co.. L.P.A„ ~~ ~~~ 3rd St Suite 900 Gol~„* ~• OH 43213-3165 A~tmd~No.: rocx~ooc>oaacxxx0001 / Inatalhnent Loan account unaecuevd in @re amount of 512.321.60. ageinat the eaters of the above named decedmrt. Thin amended clah» la tUed under section 3532 (b) (2) of the probate, Estate and Fiduciaries Code, The said decedent, who resided at 3402 CANYON G1t_tc_ MEC_FIANiGS$UR4_ PA 17033. died on jglggy ~,Q,~,QQ. Written noti;,e of this amended claim was given to BwRHARa ~ attF~rc Fidociav a! 3402 GANYON CRBEK_ MBCHANI Og tkP, PA 170 a and MICHAEL GHHR A F_....i.-_ _. c~a unorar Fon~** STRPgT, yV0 MI FVSr1i1R(S os ~~rua pn October S_ 2009. ~i_ .~~. Mobnlea6n Ri6c Audtorimd Agax for Claimant weltmsn, Weinberg d: Reif Co., L.P.A 1T3 South 3rd Sc, Suite 900 Columbus, OH 43213-3166 Telcplwne: t-aoo-3zs.s96s WWRM 7329116 ,nl'4 . CI~I CitiMerttfege Pape z a 2 Account Ntmber: 0630480074 WALTER S SHEETS S D SHEETS 3402 CANYON CRK MECHANICSBURG PA 170556777 RECIPIENTS/LENDERS name, address, and telephone number CITIMORTGAGE, INC. P.O. BOX 9438 GAITHERSBURG, MD 2088&9438 CUSTOMER SERVICE:1-800-283-7918 RECIPIENT'S 4edesl IdanNllratlon na PAYER'S soda) scarily number 13-3222578 ~ 168~84i693 PAYERS/BORROWERS name WALTER S SHEETS S D SFEE'i5 Street address (Indudtnq apt. na) 3102 CANYON CRIC dry. State end ZIP code Account number (fee Instrudforss) 0630480074 Fom, 1098 .. s...;i<in. l~Yrv tl! N A. PRBIgPAL BALANCE N~ItTNXII BEGNIWNG 7;309,086.28 PAU 514,433.43 ENDING aZ0{,~•~ ~~ Property Addreee: 3102 CANYON CREEK MEC1iANCSBUR(i PA 171155 CITIMORTGAGE IS THE SERVICING AGENT.' CALLS ARE RANDOMLY MONITORED AND RECORDED TO ENSURE QUALITY SERVICE. Far Irdortrtetlort Call:1~283-7918' Ctratamer Service Hours: bbndey - Friday 7:00 a.m. -1200 MldnigM ET Sahuf)ay - 8:00 s.m. - T:00 p.m. ET Sunday -12:00 p.m. -11:00 p.m. ET Or visit IXN Yrebsisa et 1NWW.d111TlOr~e.aam CORRECTED (if checked) • Caution: Theermunta/wan OMB Na 1545-0901 maynotlx ANydeducfDkby ~ T oartarrd sdueo/ ~ ~ ~i O 0 ~ 0 'fl~t ffarsepaedprnpartyrmyq~ Afsq youmayoNyaMa:t Yrtarert Statement bMeaslentM;wr kwrnedey mar= py ,t~ W';uea`~ °.,,otllw~per~~ Faml lD9e 1 Mortgage Interest recdved from payerWAwrrowarG)* COp~ B i 19,935.x5 ~ pyyK 2 Points sidon urchateof rind Iresidera:e Thetnformaeaninbmast P P P M 23and4YlmeeMrtM~ s Refund of ovarpsid Interest nser~ o~es~eav ar~aBsera 4 Mortgage inaunna premiums 8 (keep for your records) Department of the Treasury -Internal Revenue Sarvke SEE REVERSE SIDE FOR ADDITIONAL INFORMATION ' ~*JW',P'+.WCk'~ukTAxJk]A'MH'.M@},eK^PY+Ya.f!.,W::w'"YA`Yt,.+.*5fC3i~/:-~N'~frd3.!tid~z'[ctrl'T"V^Y^..%'Nf'l%A^.SW.Gt.S~le'A:m'N;Y.;~'.1": 2?9Wt~ BITERE8T plFORaIATIW4 REAL ESTATE TAX B4FONWTN)11 GROSS N4TERES'f APPLI® at&433.49 RFJ7L ESTATE TAX7:S PAID >jA,?dt.E2 uTeCNARGE (1,50242 NET INT6a~T PAIOtBff t30X 1) s19,935.65 IMPORTANT MESSAGES The Intama6on above's regaled to Ole IRS. Prndpal Balerres and Tax amdnb are for inkurtrakonal pupeaes ony. Thin 2008 brns 1008 aMtenrerst oordaisss importard tmc YrbnneBars Ydryaer ersdag 12/d1A8. Fleece rater b Bas back of Brie slabmarst for other in~ort&st rwtios9 end ksstrudiarss. As regrind, you 2008 Form 1098 Sptenserst inkxmsBon w7 be reported to the Mtemd Revenue Service. Please cassuN with year Tax Advisor a tlse IntemN Revenrs Service for arty test rdsted grreaYone. ~_ _~ i