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03-22-12
FIRST AND FINAL ACCOUNT OF DENNIS J. SHATTO, EXECUTOR For ESTATE OF THOMAS M. WALLACE, Deceased, LATE OF HAMPDEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA N0.2007-00539 x'92, ~~ ~ Date of Death: May 17, 2007 Date of Ezecutor's Appointment: June 1, 2007 ~ ,~ Dates of Advertisement of the Grant of Letters: ~ ~ ~~ cr3 j~ rNV ? ri . The Patriot News -June 20, 27 and July 4, 2007 :7 r"~ ~- Cumberland County Reporter -June 22, 29 and July 6, 2007 n ~ +v -~ ca Accounting for the Period: June 1, 2007 to February 29, 2012 Purpose of Account: Dennis J. Shatto, Executor, offers. this Account to acquaint interested parties with the transactions that have occurred during his administration. This Account also: indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information or objections can be discussed with: Ann E. Rhoads, Esquire Pa. Supreme Court ID No. 49631 CLECKNER AND FEAREN 119 Locust Street P. O. Box 11847 Harrisburg, PA 17108-1847 (717)238-1731 SUMMARY OF ACCOUNT Proposed Distribution to Beneficiaries: Principal Receipts Net Loss on Sales or Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions Balance Before Distributions Distributions to Beneficiaries Principal Balance on Hand Adjustment to Principal Balance Adjusted Principal Balance Income Receipts Less Disbursements Income Balance on Hand Combined Adjusted Balance on Hand $ 0.00 0.00 4,766.32 0.00 33,986.10 $ 0.00 - 0.00 NONE $392,001.05 -351, 593.76 $ 40,407.29 - 38,752.42 $ 1,654.87 - 0.00 $ 1,654.87 - 1,654.87 $ 0.00 $ 0.00 $ 0.00 -1- RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) Cash Cash on Hand $ 8.00 Members First Federal Credit Union Account #280187 25.00 Commerce Bank Checking Account #536788896 3,811.80 Ameriprise Brokerage Cash Account #0000-5861-0726-0-021 1,005.95 Lehigh Anesthesia Associates, P.C. Final pay and bonus pay (gross) 26,931.32 Lehigh Anesthesia Associates, P.C. Vacation pay (gross) 6,981.60 Common Stocks 32 sh. MetLife, Inc. @ 68.53/sh. 2 192.96 Tangible Personal Property Household Goods $ 1,000.00 1987 BMW 325i Sedan 4-door automobile 3,200.00 1997 BMW 5 Series 528i Sedan 4-door automobile (no engine) 4,500.00 Fiduciary Acquisition Value $ 38,763.67 $ 2,192.96 -2- 2000 Mercedes ML 430 automobile 2001 BMW Z-3 Series Coupe 2-door 233.0 automobile 2003 Audi Automobile Real Property Real Property situate at 421 Silvercreek Drive, Hampden Township, Cumberland County, Pennsylvania 10,155.00 15,065.00 16,730.00 $280,000.00 TOTAL INVENTORY Assets Not Listed in Inventory (Valued as of Date of Receipt) Cash 06/03/07-08/06/07 State Farm refunds and dividends $ 139.63 10/13/09 Pennsylvania Unclaimed Property Claim # 100449120 154.79 $ 294.42 Real Property Interest 12/08/08 .8651% interst~in Unit 32B Disney Vacation Club at Disney's Boardwalk Villas (Use year 6/1-5/31) 20 100.00 $ 50,650.00 $280,000.00 $371,606.63 $ 20,100.00 $ 20,394.42 TOTAL RECEIPTS OF PRINCIPAL $392,001.05 -3- GAINS AND LOSSES ON SALE OR OTHER DISTRIBUTION 11/2007 2001 BMW Z-3 Series Coupe 2-door 2330' Net Proceeds $ 0.00 Fiduciary Acquisition Value 15,065.00 02/28/2008 Balance, Members 1 ~` Federal Credit Union Account #280187-002 Net Proceeds $ 0.00 Fiduciary Acquisition Value 25.00 12/8/2008 .8651% Interest in Unit 32B Disney Vacation Club at Disney's Boardwalk Villas Net Proceeds $7,681.06 Costs of Sale: Dues, Late Fees and Interest 2007-2008 $ 2,917.17 Mortgage Payoff 6,617.77 Realtor Commission 2,010.00 Legal Fees (foreclosure) 874.00 12,418.94 Fiduciary Acquisition Value 20 100.00 GAIN LOSS $15,065.00 $25.00 $12,418.94 1 The estate valued this automobile at $15,065.00 based upon the Kelley Blue Book. At the time of Mr. Wallace's death, the automobile secured a loan from Members 1st Federal Credit Union, the balance of which was $23,207.11 as of the date of death. The automobile was repossessed by Members First Federal Credit Union in November, 2007. The Credit Union subsequently has filed a deficiency claim with the estate. a This account was pledged as security for a loan from Members ls'. Please see, fn 1, above. -4- GAIN LOSS 08/2007 2000 Mercedes ML4303 Net Proceeds $ 0.00 Fiduciary Acquisition Value 10,155.00 $10,155.00 10/2007 2003 Audi Automobile4 Net Proceeds $ 0.00 Fiduciary Acquisition Value 16.730.00 $16,730.00 02/2008 32 shares MetLife, Inc. Net Proceeds $ 1,806.92 Fiduciary Acquisition Value 2,192.96 $386.04 12/2008 Real Property situate at 421 Silvercreek Drive, Hampden Township, Cumberland County, Pennsylvania5 Net Proceeds $ 0.00 Fiduciary Acquisition Value 280,000.00 $280,000.00 02/2008 Household Goods6 Net Proceeds $ 2,857.00 Fiduciary Acquisition Value 1,000.00 $1,857.00 3 The balance owed on the loan against this automobile at the time of Mr. Wallace's death was $11,807.00. The automobile was repossessed by Daimler Chrysler Services, NA, and a deficiency claim was subsequently filed against the estate. 4 The balance owed on the loan against this automobile in October, 2007, was $23,584.13. The Decedent's daughter, Haley Wallace, assumed the loan on the automobile, which loan balance exceeds the value of the automobile. 5 This real property secured two mortgage loans, one with Chase Bank, USA, N.A; the other with EMC Mortgage Corporation. The combined balance on those two loans at date of death were $347,354.04. The lender foreclosed on its mortgage and the property was sold at Sheriff's sale in execution on the judgment in foreclosure. 6 Includes household goods sold at auction and separate sale of hot tub for $2,500.00. -5- 06/2007 Lehigh Anesthesia Associates Final Pay Net Proceeds $2,369.75 Payroll Deductions $1,846.25 Fiduciary Acquisition Value 4 216.00 06/2007 Lehigh Anesthesia Associates Vacation Pay Net Proceeds $4,932.90 Payroll Deductions $2,048.70 Fiduciary Acquisition Value 6 981.60 06/2007 Lehigh Anesthesia Associates Bonus Net Proceeds $14,413.26 Payroll Deductions $8,302.06 Fiduciary Acquisition Value $22,715.32 12/2007 Ameriprise Account #5861-0726-0-021 Net Proceeds $ 1,003.18 Fiduciary Acquisition Value 1,005.95 02/2008 1987 BMW Convertible Automobile Net Proceeds $ 779.00 Costs of Sale $721.00' Fiduciary Acquisition Value 3 200.00 GAIN LOSS $1,846.25 $2,048.70 $8,302.06 $2.77 $2,421.00 02/2008 1997 BMW Automobile Net Proceeds $ 450.00 Fiduciary Acquisition Value 4 500.00 TOTAL GAINS AND LOSSES 4 050.00 $1,857.00 $353,450.76 NET LOSS $351,593.76 ' Costs include total costs of selling this automobile, household goods and 1996 BMW at auction. -6- DISBURSEMENTS OF PRINCIPAL Debts of Decedent Non e paid. Funeral Ex enses None paid. Administration Ex en nses 06/06/2007 Register of Wills- probate fees $430.00 06/08/2007 Cumberland Law Journal - legal advertising 75.00 06/13/2007 Clarke American - estate checks 41.87 06/14/2007 State Farm -automobile ins. 47.43 06/18/2007 Federal Express -Lehigh Associates 20.77 06/28/2007 UGI -gas service 228.11 06/28/2007 PP&L -electric service 2.44 06/28/2007 Pa. American Water 59.67 07/03/2007 Register of Wills -short certs. 32.00 07/03/2007 State Farm -automobile ins. 370.04 07/20/2007 State Farm -automobile ins. 370.04 07/13/2007 The Patriot News -legal adv. 154.62 08/02/2007 Pa. Dept. of Transportation 15.00 08/06/2007 Robert R. Jones and Associates - real estate appraisal 350.00 -7- 08/07/2007 Pa. American Water 16.11 08/17/2007 Pa. American Water 28.97 08/17/2007 PP&L -electric service 73.23 08/24/2007 Capital Self Storage 167.31 10/03/2007 Cumberland County Coroner - copies and report 200.00 10/10/2007 Cumberland County Coroner - copies 10.00 11/13/2007 CVPM -medical records 75.00 11/13/2007 Farrell Plastic Surgery - medical records 26.05 11/13/2007 SDS -Connor Rich medical records 70.13 11/13/2007 SDS -Moffitt medical records 85.28 11/13/2007 ChartOne -Pinnacle Health medical records 169.14 11/13/2007 Pulmonary & Critical Care - medical records 25.00 11/14/2007 MEDCO -Blue Shield medical records 75.00 11/16/2007 Register of Wills -short certs. 12.00 12/05/2007 Lawns Unlimited -lawn service 593.50 12/11/2007 ChartOne, Inc. -Holy Spirit medical records 38.11 01/15/2008 Register of Wills -filing fee/ Inventory and Inheritance Tax Return 30.00 01/17/2008 Register of Wills -short certs. 8.00 -8- 01/21/2008 Register of Wills -short certs. 12.00 02/06/2008 Premier Abstracts -title research 20.00 02/08/2008 Register of Wills -short certs. 12.00 02/12/2008 Pa. Dept. of Transportation - registration/1997 BMW 22.50 06/04/2008 Rite Aid -prescription records 50.00 RESERVE Register of Wills -filing fee/ First and Final Account 500.00 RESERVE Certified Mail -Notices of First and Final Account 250.00 $ 4,766.32 Federal and State Taxes None paid. Fees and Commissions 06/20/2007-08/04/2009 Cleckner and Fearen - legal fees $21,423.00 10/11/07 Gift & Associates -income tax return preparation 435.00 03/11/2008 Charles Castillon, Esquire -legal fees (Florida time share) 725.00 08/20/2008 Alan J. Ceperich, CPA -income tax return preparation 160.00 12/13/2010 Dennis J. Shatto -partial Executor fee 6,000.00 02/22/2012 Dennis J. Shatto -partial Executor fee8 5,243.10 $ 33.986.10 TOTAL DISBURSEMENTS OF PRINCIPAL $38,752.42 a Total Executor fee charged is $13,600.00. -9- DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES NONE. PRINCIPAL BALANCE ON HAND Cash $1,654.87 Adjustment - 1,654.87 ADJUSTED PRINCIPAL BALANCE ON HAND $0.00 RECEIPTS OF INCOME NONE. TOTAL RECEIPTS OF INCOME $0.00 DISBURSEMENTS OF INCOME NONE. INCOME BALANCE ON HAND $0.00 ADJUSTED COMBINED BALANCE ON HAND $0.00 -10- PROPOSED DISTRIBUTIONS TO BENEFICIARIES NONE. -11- IN RE: ESTATE OF THOMAS M. WALLACE, Deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION N0. 2007-00539 STATEMENT OF PROPOSED DISTRIBUTION Pursuant to Local Rule 6.9-1 of the Orphans' Court of the Ninth Judicial District, Cumberland County, Pennsylvania, and the foregoing First and Final Account of Dennis J. Shatto, Executor of the Estate of Thomas M. Wallace, deceased, said Executor proposes the following distribution of said estate: No distribution is proposed. TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES $0.00 DENNIS J. SHATTO, Executor under the Last Will and Testament of THOMAS M. WALLACE, deceased, being duly sworn accordingly to law, hereby declares and says that the foregoing account is just and true and that the grant of letters and first complete advertisement thereof occurred more than four months prior to filing of the account. DE J. SHATTO Sworn to and subscribed before me this ZZn day of March, 2012. ~~ ~1. ~~~ Notary Public N .:. NOTARIAL SEAL snv,Mq~ JENNYq `t:~gIAS Clty of t-;. ~auN~ ~ ~= 15 X13 MONW~-- ~ pF pENNSYLVANgA NOTARtAI SEA-~"' JEt~IY A TOBIAS, Notary poppc ~ a Hsmisburg, Dauphrh -12- 39~~~~ „ ... , . ,: DECEDENT'S ESTATE `'' ~ ~ ~.~ COURT OF COMMON PLEAS OF ,~ ~ CUMBERLAND rv ~~ COUNTY, PENNSYLVANIA ~ cr~ ~ ,..;:1._ ORPHANS' COURT DIVISION ~~~ ~ .~.. ~ ~:~ ESTATE OF THOMAS M. WALLACE ~ DECEASED No. 2007-00539 . .PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa: O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space ~is insu,,~`icient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and arty instrument pertinent to the adjudication INCLUDEATTACHMENTSAT THE BACK OF THIS FORM. Name of Counsel: Ann E. Rhoads, Esquire Supreme Court I.D. No.: 49631 Name of Law Firm: Cleckner and Fearen Address: 119 Locust St., P. 0. Box 11847, Harrisburg, PA 17108-1847 Telephone: 717-238-1731 Fax: 717-238-8481 F~ ocot „sv. ro.r3.o6 Page 1 of 10 , • r Estate of THOMAS M, WALLACE .Deceased 1. Name(s) and addresses} of Petitioners}: Dennis J. Shatto Name: 828 Limekiln Road ~~: New Cumberland, PA 17070 Identify any executors or administxators who have not joined in the Petition far Adjudication and Statement of Proposed Distribution and state reason: N/A Is this the first accounting by this fiduciary? ..................... ©Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on May 17, 2007 ® Letters Testamentary or fetters of Administration were granted to Petitioner(s) on Tune 1, 207 Date of Will ~f applicable): October 17, 2000 Dates) of Codicil(s) (if applicable): Date of probate (if di, fJ`erent from date Letters granted): June 1, 2007 Was a bond required? ^Yes ~No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... [,'a Yes Q No Dates of advertising of the grant of Letters: Cumberland Law Journal: June 22, June 29 and July 6, 2007; The Patriot News: June 20, June 27 and July 4, 2007. F~ oaol ,.10.13.06 Page 2 of 10 Estate of THOMAS. M. WALLACE ,Deceased 3. Was decedent survived by a spouse? ............................. ^Yes Q No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^Yes aNo ~ Section 2201 et ~gq of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children ~f none, so state): 6. Did decedent marry after execution of Will or Codicil{s)? :.......... ^Yes /^ No Were any children born to decedent after execution of Will or Codicil{s)? ..........................:................ ^ Yes ~ No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? ............................:. ^ Yes ^/ No Not required. Decedent was 48 years of age at time of death. F~,oaOJ -~ Io.t3.Ob Page 3 of 10 Estate of THOMAS M. WALLACE ~ Deceased 8, Written notice of the Audit as required by Pa O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to. all parties in interest . in item 9 below, all unpaid creditors acct all claimants listed in item 10 below. In addition, notice of aqy questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attar a copy of the Notice as well as a list of the names and addresses of tho parties receiving such Notice. Please see attached. B. ffNotice is yet to be given, a copy of the Notice as weld as a list of the names and addresses of the parties receiving such Notice shall be subnritted at the Audit together~with a ~t executed by a Petitioner os counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons}, Notice of the Audit has been or will be given to the appropriate representative on suc$ party's behalf as required by Pa. O.C. Rote 5.2. D. if any charitable interest is involved, Notice of the Audit has been ear will also be gives to the Attorney General as required cinder Pa O.C. Rule S.S. In addition, the Aitorney General's clearance certificaUe (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non~cha~itable} of whom Petitioner(s) has/have notice or lmowledge, having or claiming any interest in the estate as beaaeficiaries under the Will or Codicil(s) or as intestate Heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): 't'rustee of trusts Wayne Logue, Trustee under Will for Aineriprise Financial children of deceased 342 N. Front Street who are under Wormleysburg, PA 17043 age 30. Nathan A. Wallace Son One-third (1/3) 7 Fyrbeck Avenue ~ estate. Apt. #2 Shrewsbury, MA 01545 Fong QGOl nav.10.13.Q6 Page 4 of 10 Estate of THOMAS M. WALLACE .Deceased ~a Haley N. Wallace Daughter One-third (1/3) 220-1 /2 South Broad Street estate. Jersey Shore, PA 17740 Andrea E. Wallace Daughter One-third (1/3) 124 Old Evergreen Drive estate. Centre Hall, PA 16828 B. Identify each party who is not sui juris (e.g., minors or incapacitated persons}. For each such party, give date of birth, the name of.each Guardian and how each (Guardian was appointed. If no Guardian has been appointed, identify the next of ldn of such party, giving the name, address and relationship of each. None. C. State why a Petition for Guardian/'1'rustee Ad Litem has or has not been filed for this Audit (fie Pa. O.C. Rule 12.4). D. If distribution is to be made to the personal representative of a deceased party, state date o~ death, date and place of grant of Letters and type of Letters granted. None. Form OC-01 rev. I0.13.Q6 Page S Of 1 O . •. lof THOMAS~M. WALLACE _ . Deoea~d 10. 8tber $ian tlu claim far the ~emptio~o. ~ f3~o namos of all knonwn claimaaAs gad the amowrt of fixer claims and. state each claim is adntitted. ~.aadld~r~sa~recmd~oa ~ .t,rouot~'C~+e ~ ter I l~{~ae ~IrPNII+~ ' Caribbean Travel St Life . e%National Credit Audit Corporation 8512 Allen Load Peoria,lL 61615 ale No. 006-80603-00733-219-351 ~ $45.47 ~~ ~o ~ y~ mNo Metro Bank, a mmerce arras urg, _ ~ y~ Y~ c/o Melanie L. Vanderau, Esq. $15,OOOAO . LJNo ~(]No Mette, Evans and Woodside, P.O. Box 5950 ' Harrisburg, PA 17110-0950 ` • (Note: Personal Guaranty for Capitol Dinner The ,Inc.) • Mercedes Benz Financial ~ Yes c/o DCM Services, LLC $6,191.11 To ~o 4150 Olson Memorial Highway, Ste. 2 Minneapolis, MN 55422-4811 (Ref. No. 4156843) r~mencasn express c/o Estate Recoveries, Inc. $3,238.26 ~~ ~Ye~ ~o ~No P. O. Box 245566 ' Baltimore, MD 21214 ' (Creditor Acct. # 371711565051003 PAxAQxAPH 1o Estate Recoveries File No. ARMS0000050800) CONTYNED ON ~ the estate is ias0lvept, attach a sc~odula setting forth the order of P~ unclCr ATTACHED SHEET'S. 20 Pa.C.3. ~ 3392 msd fhe pznpaeed pgyme~s. _ Please see attached Schedule. 21. Was ~ claimed? ............................... Ox Yes [~To ......-... ~Yos ~No Vas faam'ly won allowed? ...................... . Famfiq e~- c)aiaxud's name and relgip: ~ Haley N. Wallace Daughter Claim fulfilled by Claimant being given furniture from her father's house. ~oaar ~,, ra~~o6 Page 6 of 10 Estate of THOM.AS~M. WALLACE .Deceased 10. CONTINUED • N~rrs wdAddresr gf'8ac& G7aAacart Aneao+t ~'Clabie Claim ii3ll C~afm ddneir~od? BePaldhe . Fvll! Nathan A. Wallace - - $9,936.33 ~/ Yc3 i YCS for payment of funeral 4~`~ ~ No • Malpezzi Funeral Home - 8 Mazket Plaza Way Mechanicsburg, PA 17055 Members First Federal Credit Union • QYes . ^Yes P. O. Box 40, Mechanicsburg, PA 17055 ~o ^/ Na LJ ATTN; Arlanda Dintaman, $12,681.67 Collateral Liquidation Specialist Account # 280187-01 (Deficiency Balance on loan secured by 2001BMW ~3 and credit ion account) ' Comcast Harrisburg ~1 ~• ~ ~Y~ c/o Eastern Account System of $83.19 ~To /QN•o Connecticut, Inc. , Newtown, CT 06470-0837 . Royer's Flowers-East Region '~~~ ^YCs c/o APEX Asset Management, LLC $83.17 ~o ~No 1891 Santa Barbara Drive, #204 Lancaster, PA 17601 (Acct. #173880) Pennsylvania Turnpike E-Z Pass Program ~~ u 1 ~ YC3 ~/o Linebazger Goggin Blair & Sampson, LLP $59.75 ~~ / No P. O. Box 90128 Hazrisburg, PA 17109-0128 ;Acct. #1314175) ~' Lawns Unlimited, Inc. ~ ~ ~ Yes . ~ ^ Yes 993 West Trindle Road $594.14 0 ~NO Mechanicsbwg, PA 17055-4511 ~ • (Cust.ID: WALLACETOM) U.S. Treasury Department 850.06 (Tax) $9 f ~ ~Yg, Internal Revenue Service ' , $30.49 (Pen.) O /~1,0 Andover, MA 01810-9052 $37.86 (Int.) (Tax Yeaz: 2007 SSN: 206-38-7953) • Pennsylvania American Water $102.47 ~~ ^Y~ P. O. Box 578 ~p QNo Alton, IL 62002 ' (Acct. No.: 24-1694215-5 Premises No.: 240408753) { i Es>~e ~ THOMAS•M. WALLACE , Deceased 10. coNTnvvED ~,~'~hcrn .s„~a~ c~r~ w~uc~,- . aa,~nar a~ p~ra~ U.S. Treasury Department ~~ ~ YeS Internal Revenue Service $20 942.91 ~O ~/ No Holtsville, NY 11742-9019 (Tax Year: 2005 SSN: 206-38-7953) U.S. Treasury Department Q/ Yea . ^ Ye8 Internal Revenue Service $1,378.78 [~No ,Q/ No Andover, MA 05501-0025 • (Tax Year: 2003 ~ • SSN: 206-38-7953) Nickola K. Stinebring ~ See Bank of U ~• ~ []ye3 125 Old Evergreen Drive America G'laim Ito ~" / o Centre Hall, PA 16828 (Bank of America Claim) ' Bank of America ~ •$25,381.81 QYes QN ^YeS QN P. O. Boz 15726 o o Wilmington, DE 19886-5726 (Acct. No. 5329-0315-2044-8513) U.S. Treasury Department $14,763.74 LJ i es YCS 'Internal Revenue Service ~o ~/ No Cincinnati, OH 45999-0025 ' . (Tax Year: 2006) ~ SSN: 206-38-7953) Verizon ~ ,/ y~ Q y~ P. o. Box 28000 $271.67. ~o ~No Lehigh Valley, PA 18002-8000 (Acct.717-737-7282-907-38N) Sprint / es ^YeS P. O. Box 660092 ~ $586.67 0 ~o Dallas, TX 75266-0092 (Acct. No. 0070516305-2) . Sundanz;e Spas $6 414 70 ~~ Yes GE Money Bank _ , . [~10 ~/ No P. O. Box 981127 El Paso, TX 79998-1127 (Acct.' #6034-6226-2704-4090) Estee of TH~MAS•M. WALLACE .Deceased 10. CONTINUED NagsarrdAddnsasofTsacAClaAnant .leraso8Q1'~ Clak>a WtllQa3m .labaitamd? Be Aatdlre Fran? Pa. Depaztment of Revenue $10.00 ~/ Yes ~ Yes Bureau of Individual Taxes , ~o ( No P. O. Box 280432 ~ Harrisburg, PA 17128-0432 (Tax Yeaz: 2006 ' SSN: 206-38-7953) . Chase Bank, USA, N.A. Q/ Yes • ^ Ye3 c/o Phillips & Cohen Associates, Ltd. $1,400.40 ^NO ~/ No 258 Chapman Road, Suite 205 Newazk, DE 19702 UGI ~ Yes ^Yes c/o Torres Credit Services,, Inc. $1,104.63 ~To ~o 27 Fairview St., P.O. Box 189 ~ Cazlisle, PA 17015-3121 (Cl. ID #21945993981-20050720 • Acct. #1513349) ~~ ~YCS PPL Electric Utilities ~ $370.18 QNo QNo 2 North 9th Street Allentown, PA 18101-1175 (Acct. #43540-71019) Cazlisle Country Club Yes Yes 1242 Harrisburg Pike $8,224,73 ~O ~/ NO ' Cazlisle, PA 17013-1646 (Acct. #W18) :4 Kathy Aymin ~/ Y ea . Q Ye8 71 Bunker Lane $71.00 ,T LJflO ~No Etters, PA 17319 ' Turnberry Homeowners' Association Yes ^Yes 1403 Eldindean Terrace $80.00 ~' IwrO ~JJ''~~~~ ~o Mechanicsburg, PA 17080 (RE: Inv. #2007/1421 Silver Creek Dr.) Pier 1 'Imports [/ Ye3 ^ Yes Cardmember Services ' $1,382.18 I'1~. ~ LJ~y Q/ No P. O. Box 18328 Wilmington, DE. 19886-8328 (Acct. •#8888-9641-4608-0166) g, ~ THOMAS~M. WALLACE ,Deceased 10. coNTINUED » a-,a,sda~+~. ~r~ clamor .~„~y'cr~,a cry ~uc~un ,(abnrt~edt BaPafdhr k~dl? Sylvan Learning Center ~/ Yes [~ Yes 3401 Hartzdale Drive, Suite 124 $230.00 ~10 ~/ No Camp Hill, PA 17011 Cumberland Valley Pain Management ~/ Yea . ^ Ye3 5 Tyler Court, Suite B $10.00 [~No []/ Na Carlisle, PA 17013. ' (Acct. # 193 DOService 04/16/2007) Statewide Tax Recovery, Inc. ' 1 es ~ 1 ^YeS P.O. Box 752 7 ~7 l! rr.. ~~~11 "'o ~O Sunbury, PA 17801-0 52 $71.00 v (Cumberland County and Hampden Twp. , Per Capita Taxes 2001; • Yr/Acct. #017191420301; DB#: 694889) West Shore Tax Bureau ' QYeB ^.~.~ 3607 Rosemont Avenue ~ ~To QNo P.O. Box 656 $2,756.75 Camp Hill, PA 17011 (2006 West Shore Earned Income Tax SSN: 206-38-7953) West Shore Tax Bureau ,rl.,e3 LLJJ ~x Yes • 3607 Rosemont Avenue $1,069.14 ~o ~/ I~To P. O. Box 656 Camp Hill, PA 17011 (2005 West Shor~Earned Income Tax SSN: 206-38-7953) _ West Shore Tax Bureau ~ Yea ^ Yes 3607 Rosemont Avenue ~ $1,706.22 O ~No P. O. Box 656 Camp Hill, PA 1701'1 ~ (2007 West Shore Earned Income Tax SSN: 206-38-7953) ~ ' Chase Home Finance, LLC ~ ~ ~YeS c/o Phelan, Hallinan & Schmieg, LLP Undetermined I ~ T ~To ~1~~ u`yo One Penn Center at Suburban Station 1617 John F. Kennedy Blvd., Suite 1400 Philadelphia, PA 19103-1814 (Loan No. 1962128857; 1421 Silver Creek r ., Cumberland Co ty, PA; No. 0 - 6756 Civil Ter Heritage Pacific Financial ~~ Yes Mail Processing Center.- Heritage PF $52,336.38 ~~TT I~y~ QNo P. O. Box 41309 Nashville, TN 37204-1309 (acct. #420290 RE: EMC Mort age Loan #0018318477) m) Estes ~ THOMAS~M. WALLACE ,Deceased 10. CONTINUED • Nays arrd ddab+ess gfBacJi C7aAaaat .! ~'Qa~e Clakrr Will Qatar ,tdmlmod? BePaFdh- Fv1l? Chase - ~ ~~' ~ YCS P. O. Box 24696 See Heritage ~o / No Columbus, OH 432224 _ Pacific Financial ~ (RE: EMS Mortgage Acct. No. 1023955887 • Original EMC Account #OQ18318477) . Hampden Township QYeS . ^ Yes c/o Keith O. Brenneman, Esquire $1,405.57 []NO ~/ No Snelbaker & Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 - Commonwealth of PA ' []/ YeS Yes Department of Revenue $775.09 ~io d~jo Bureau of Compliance ~ Dept. 280948, Harrisburg, PA 17128-0948 (2000 Use Tax Lien; SSN: 206-38-7953 Acct. ID: 10047702; Nos. 02-2147 Civil Te & 02-4134 Civil erm) Dennis J. Shatto, Esquire Qye3 ~Yeq P. O. Box 11847 - $2,426.90 ~l'o QNo Harrisburg, PA 17108-184.7 ' (Balance of Executor Fee) Cleckner and Feazen ~ ~~ ~ Y~q ' P. O. Box 11847 $6,068.00 ' ~ O / No Hazrisburg,PA 17108-1$47 . (Legal Fees) ~, ' dyes. ~o QNa . ~/ Yes ^Yes o d~to - []/ Yes ^ Yes ~4 ^d No Estate of , THOMAS M. WALLACE ~ :Deceased I2. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: Dare Payment Interest No Tax Assessed 13. On the date of death, was the decedent a fiduciary (perst~nal. representative; trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciar~? ................... ^ Yes /^ No If yes, provide the name of the estate, indicate whether an account has 'been filed and confirmed absolutely and all awards performed, or, in the ~.lternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate.. . 14. A. Describe in detail any questions requiring adjudication and state the position of the Petifioner(s) as to each question: None. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ^Yes ^ No I5. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-Ol rev 10.13.06 Page 7 Of 1 ~ r Estate of THOMAS M. WALLACE ,Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... 0 Yes ^/ No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ^Yes ^ No 18. If a reserve is requested, state amount and purpose. $750.00 Rmount: Purpose: Account filing fee and postage. If a reserve is requested for counsel .fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ ^Yes /^No. If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Dyes /~To As to real estate only? ....................:................... ^Yes ~To Form OC-01 rev.10.13.D6 Page 8 of 10 Estate of THOMAS M. WALLACE ~ beceas~ Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as~follows: A. Income: Propassd Aiurlbutee(s) No distribution to be made. B. Principal: Pr~osed Dlap~ibWtee(s} No distribution to be made. Amova#/Proportfovt Arnowit/Proportlon Submitted By:_ (All petitioners must sign. Add additional lines if necessary): Name of Petitioner: DENNIS J. SHATTO Name of Petitioner: Form OC-Oi rtr. 10.13.06 Page 9 of 10 Estate of THOMAS M. WALLACE __ _, Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petaiioner are true, and as to facts based on the inforuxation of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of l8 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Signature of Petitioner DENNIS J. SHATTO '~ Cotpord~te pet3lior~ers must complete bracketed in, formation. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition far Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form.Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Signature of Counsel for Petitioner ANN E. BROADS, ESQUIRE Faroe oa01 ,~. ro.13.06 Page 10 of i 0 CLECKNER AND FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P.O. BOX 11847 HARRISBURG, PENNSYLVANIA 17108-1847 TELEPHONE: (717) 238-1731 FAX: (717)238-8481 DENNIS J. SHATTO ANN E. RHOADS March 22, 2012 CERTIFIED MAIL - RETURN RECEIPT REQUESTED RE: Estate of Thomas M. No. 2007-00539 Cumberland County, Dear Wallace Pennsylvania RICHARD W. CLECKNER 1926 - 200K) ROB RT D. HANSON (1916 - 2006) RETIRED: WILLIAM FEAREN The First and Final Account of Dennis J. Shatto, Executor of the Estate of Thomas M. Wallace, Deceased, will be presented by the Clerk to the Orphans' Court Division for audit and confirmation at the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013, at 9:00 a.m. on April 24, 2012. I enclose a copy of the First and Final Account and Petition. You will note that the estate is insolvent and no distribution will be made. If you wish to object to the Account, you must file a written objection no later than 9:00 a.m. on Tuesday, April 24, 2012. Otherwise, any objections will be deemed to have been waived. Please contact me if you need further information or have any questions regarding the Account. Very truly yours, AER:jat CLECKNER AND FEAREN Ann E. Rhoads Enclosures Mr. Wayne Logue Ameriprise Financial 342 N. Front Street Wormleysburg, PA 17043 Mr. Nathan A. Wallace 7 Fyrbeck Avenue, Apt. #2 Shrewsbury, MA 01545 Ms. Haley N. Wallace 220' South Broad Street Jersey Shore, PA 17740 Ms. Andrea E. Wallace 124 Old Evergreen Drive Centre Hall, PA 16828 Caribbean Travel & Life c/o National Credit Audit Corporation 8512 Allen Road Peoria, IL 61615 Metro Bank, f/k/a Commerce Bank/Harrisburg, N.A. c/o Melanie L. Vanderau, Esquire Mette, Evans & Woodside 3401 N. Front Street P. O. Box 5950 Harrisburg, PA 17110-0950 Mercedes Benz Financial c/o DCM Services, LLC 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4811 American Express c/o Estate Recoveries, P. 0. Box 24566 Baltimore, MD 21214 Pennsylvania American Water P. O. Box 578 Alton, IL 62002 Pennsylvania American Water P. O. Box 578 Alton, IL 62002 U. S. Treasury Department Internal Revenue Service Holtsville, NY 11742-9019 U. S. Treasury Department Internal Revenue Service Andover, MA 05501-0025 Ms. Nickola K. Stinebring 125 Old Evergreen Drive Centre Hall, PA 16828 Bank of America P. O. Box 15726 Wilmington, DE 19886-5726 U. S. Treasury Department Internal Revenue Service Cincinnati, OH 45999-0025 Verizon P. O. Box 28000 Lehigh Valley, PA 18002-8000 Sprint P. O. Box 660092 Dallas, TX 75266-0092 Inc. Sundance Spas GE Money Bank P. 0. Box 981127 E1 Paso, TX 79998-1127 Members First Federal Credit Union 500 Louise Drive P. O. Box 40 Mechanisburg, PA 17055 Attn: Arlanda Dintaman, Collateral Liquidation Specialist Comcast Harrisburg c/o Eastern Account System of Connecticut, Inc. Newtown, CT 06470-0837 Royers Flowers - East Region c/o APEX Asset Management, LLC 1891 Santa Barbara Drive, #204 Lancaster, PA 17601 Pennsylvania Turnpike E-Z Pass Program c/o Linebarger Goggin Blair & Sampson, LLP P. O. BOX 90128 Harrisburg, PA 17109-0128 Lawns Unlimited, Inc. 993 West Trindle Road Mechanicsburg, PA 17055-4511 U.S. Treasury Department Internal Revenue Service Andover, MA 01810-9052 PA Department of Revenue Bureau of Individual Taxes P. O. Box 280432 Harrisburg, PA 17128-0432 Chase Bank, USA, NA c/o Phillips & Cohen Associates, Ltd. 258 Chapman Road, Suite 205 Newark, DE 19702 UGI c/o Torres Credit Services, Inc. 27 Fairview Street P. 0. Box 189 Carlisle, PA 17015-3121 PPL Electric Utilities 2 North 9t'' Street Allentown, PA 18101-1175 Carlisle Country Club 1242 Harrisburg Pike Carlisle, PA 17013-1646 Ms. Kathy Aymin 71 Bunker Lane Etters, PA 17319 Turnberry Homeowners' Association 1903 Eldindean Terrace Mechanicsburg, PA 17050 Pier I Imports Cardmember Services P. O. Box 15325 Wilmington, DE 19886-5325 Sylvan Learning Center 3401 Hartzdale Drive, Suite 124 Camp Hill, PA 17011 Cumberland Valley Pain Management 5 Tyler Court, Suite B Carlisle, PA 17013 Statewide Tax Recovery, Inc. P. O. Box 752 Sunbury, PA 17801-0752 West Shore Tax Bureau 3607 Rosemont Avenue P. 0. Box 656 Camp Hill, PA 17011 Chase Home Finance, LLC c/o Philan, Hallinan & Schmieg, LLP One Penn Center at Suburban Station 1617 John F. Kennedy Blvd., Suite 1400 Philadelphia, PA 19103-1814 Heritage Pacific Financial Mail Processing Center - Heritage PF P. 0. Box 41309 Nashville, TN 37204-1309 Chase P. 0. Box 24696 Columbus, OH 43224 Hampden Township c/o Keith O. Brenneman, Esquire Snelbaker & Brenneman, P. C. 44 W. Main Street Mechanicsburg, PA 17055 Commonwealth of Pennsylvania Department of Revenue Bureau of Compliance Dept. 280948 Harrisburg, PA 17128-0948 ESTATE OF THOMAS M. WALLACE, Deceased SCHEDULE OF ORDER OF PREFERENCE UNDER 20 Pa. C.S. §3392 AND PROPOSED PAYMENTS Claims for Costs of Administration (20 Pa. C.S §3392(l~ Dennis J. Shatto, balance, Executor fee Claim $2,426.90 Proposed Pam $0.00 Cleckner and Fearen, legal fees, 11/2009-02/2012 6 068.00 $0.00 $8,494.90 $0.00 Claims for Costs of Funeral and Medical Services (20 Pa. C.S. §3392311 Nathan A. Wallace, payment of funeral expenses to Malpezzi Funeral Home Proposed Claim Paxrrient 9 936.33 $0.00 $9,936.33 $0.00 Claims by the Commonwealth of Pennsylvania and Political Subdivisions of the Commonwealth (20 Pa. C.S. §3392 5.1~ Hampden Township, per capital taxes Proposed Claim Pam $71.00 $0.00 SCHEDULE -Page 1 • West Shore Tax Bureau, 2006 earned income taxes Pa. Department of Revenue, Bureau of Individual Taxes, 2006 income taxes West Shore Tax Bureau, 2005 earned income taxes West Shore Tax Bureau, 2007 earned income taxes Hampden Township, sewer and trash Pa. Department of Revenue, Bureau of Compliance, 2000 Use Tax Lien All Other Claims (20 Pa. C.S. §3392(61 Caribbean Travel & Life Metro Bank, f/k/a Commerce Bank, personal guaranty of loan to Capitol Dinner Theatre, Inc. Mercedes Benz Financial American Express Members First Federal Credit Union Comcast Harrisburg $2,756.75 $10.00 $1,069.14 $1,706.22 $1,405.57 775.09 $7,793.77 Claim $45.97 $15,000.00 $6,191.11 $3,238.26 $12,681.67 $83.19 $0.00 $0.00 $0.00 $0.00 $O.UO 0.00 $0.00 Proposed P $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 SCHEDULE -Page 2 i ~ Royer's Flowers-East Region $83.17 $0.00 Pennsylvania Turnpike E-Z Pass Program $59.75 $0.00 Lawns Unlimited, Inc. $594.14 $0.00 U.S. Treasury Department, income taxes 2007 $9,918.41 $0.00 Pennsylvania-American Water $102.47 $0.00 U.S. Treasury Department, income taxes 2005 $20,942.91 $0.00 U.S. Treasury Department, income taxes 2003 $1,378.78 $0.00 Bank of America $25,381.81 $0.00 Nickola K. Stinebring, liability for any payments Ms. Stinebring made See Bank of America on Bank of America Account claim U.S. Treasury, income taxes 2006 $14,763.74 $0.00 Verizon $271.67 $0.00 Sprint $586.67 $0.00 Sundance Spas $6,414.70 $0.00 Chase Bank, USA, NA $1,400.40 $0.00 UGI $1,104.63 $0.00 PPL Electric Utilities $370.18 $0.00 Carlisle Country Club $5,224.73 $0.00 Kathy Aymin $71.00 $0.00 SCHEDULE -Page 3 • ~ Turnberry Homeowners Association Pier 1 Imports Sylvan Learning Center Cumberland Valley Pain Management Chase Home Finance, LLC Heritage Pacific Financial, EMC Mortgage Loan Chase $80.00 $0.00 $1,352.15 $0.00 $230.00 $0.00 $10.00 $0.00 Undetermined $0.00 $52,336.38 $0.00 See Heritage Financial Claim 0.00 $179,917.89 $0.00 TOTAL CLAIMS AND PROPOSED PAYMENTS $206,142.89 $0.00 SCHEDULE-4 M PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal. periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, vlz: June 22, June 29 and July 6, 2007 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. :Lis Marie Coyne, Editor ~~ _~~ ~ ~,~ SWORN TO AND SUBSCRIBED before me this ta~tie d H~e~ Tvw~, 6 day of July, 2007 Lrxecutor: Dew J. libaRbo. Es- quire, 828 Limelriln Road, New Cumberland, PA 17070. Attorneys: Ann E. Rhoads, Es- quire, Cleclmer and Fearen, 119 Notary Lxust Street. PA. Hoag 11647, Fi~trt~bttr~, PA 1710S-1847. NOTARIAL :Elll DEYOR/W A COLLINI ~Y P++1~Mc GRLELE ~~~ C1MY~A1~ C011NiY ~- cornmhb„ ~-« Mr za, ~o~ o THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved. May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Mazket Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot- News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established Mazch 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared in the 20th and 27th day(s) of June and the 4th day(s) of July 2007. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and chazacter of publication aze true; and That he has personal knowledge. of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION .......................... ..:.. .~/.14~~........................... COPY Sworn to and subs e e e me this 5th day of July 2007 A.D. COMMONWEALTH OF PENNSYLVp Notarial Seal Terry L Russell, Notary Public Of Harrisburg; Dauphin Couniy Com n Expires June 6, 2010 Me er, Ivania Ass cation of Notaries 'ARY CLECKNER & GEAREN ATTN: ANN E BROADS 119 LOCUST STREET P.O. BOX 11847 HARRISBURG, PA. 17108-1847 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE y1HERITANBE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISOURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 03-31-2008 ESTATE OF WALLACE THOMAS M DATE OF DEATH 05-17-2007 FILE NUMBER 21 07-0539 COUNTY CUMBERLAND ANN E RHOADS ACN 101 CLECKNER & FEAREN APPEAL DATE: 05-30-2008 PO BOX 11847 (See reverse side render Objections) HARRISBURG PA 17108 Amount Re~itted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WALLACE THOMAS M FILE N0. 21 07-0539 ACN 101 DATE 03-31-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 280,000.00 NOTE: To insure proper 2. Stooks and Bonds (Schedule B) (2) 2,1 92.96 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8 9.41 3.67 6. Jointly Owned Property (Schedule F) C6) 1.988.07 7. Transfers (Schedule 6) (7) .00 8. Total Assets ce) 373, 594.70 APPROVED DEDUCTIONS AND EXEMPTIONS:. 49,927.43 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens CSehodula I) C10) 515.107.71 11. Total Deductions Cll) . 565.0;5.14 12. Net Value of Tax Return C12) 191,441.00- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Valu• of Estate Subject to Tax C14) 191,441.00- NOTE: If sn assess~ent was issued previously, lines 14, 15 and/or l6, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to ds~'s ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) • 00 X 00 a . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 . .0 0 17. Amount of Line 14 at Sibling rate C17) •00 X 1 2 , .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 s .00 19. Principal Tax Due C19): .00 INTEREST/PEN PAID C-) AMOUNT PAID DATE ~ NUMBER TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)