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Home My WebLink About06-11-12J ~`°'-'°' ` REV-1500 - + PA Department of Revenue Pennsylvania Bureau of Individual Taxes 0°'"'"~H1OFgEVFM1 Po Box.2ao6D1 INH Harrisburg, PA 17128-0601 F OFFICIAL USE ONLY Courrt9 Code Veer Fils Number TAX RETURN 21 11 1022 )ECEDENT Date of Birth 03 10 1930 Decedent's First Name MI WARREN J ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 211 22 7246 09 10 2011 Decedent's Last Name Suffix CALLAWAY (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ^ 2. Supplemental Return ^ 4. Limitetl Estate ^ qa. Future IMeresl Compromise (tlate o<deaN after l2-12A2) e beratlenf Dietl Testate ^ 7, (Att~z tle~ PY in iruslJ Living Trvst ch (Attach Copy of Will) ^ 9. Litigation Proceeds Received ^ 1°.bs~,'cenP~3,r~~e^ait{datees;fdeath MI ^ 3. Remainder Return (date of death poor to 12-1382) ^ 5. Federal Estate Tax Return Required e. Total Number of Safe Deposit Bozes ^ 11.Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTL4L TAX INFORMATION SHUULU nc uirtc Name Da}2ime Telephone Number JOEL O SECHRIST ESQ 717 938 3396 t First line of address 568 OLD YORK ROAD Second line of address City~or Pos[ OtFue ETTERS State ZIP Code PA 17319 s REGISTER OF U5E O~ S C? p- L CfJ ~: ~ ~ c.n DATE FILED N ~~.._ _- rlc? C ~ +..~ C- 17 w f" ^ )l_) C` r _~ '-~ '`n _ -r, ~_ ~~ Cn C^~ Correspondent's a-mail address: SeChCI5t18W~QRlaILGOfn Under penakies of perjurya tlec~areithat.l have roxaroined mi m~themoGersolnal areoreseMa~tive Is based on adll irnformat c n of whc h preparer hes eny knowletlge belief, - z ~/Z Side 1 L 1505610143 1505610143 REV-1500 EX oe~daor:r,ama. Callaway, Warren J. Clecedent's Social Security Number 211 22 7246 RECAPITULATION 1. Real Estate(Schedule A) ..................................................................................... .. 1. 200,900.00 2. Stocks and Bonds (Schedule B) ........................................................................... .. 2. 770 , 964.44 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)....... .. 3. 4. Mortgages & Notes Receivable (Schedule D) ...................................................... .. 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) .............. . 5. 10 6 , 114.82 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 7. Inter-Vivos Transfers 8 Miscellaneous I~oq-Probate Property (Schedule G) a Separate Billing Requested..._....... 7. 8. Total Gross Assets (total Lines 1-7) ................................................................... .. 8. 1 , 077 , 979.2 6 9. Funeral Expenses 8 Administrative Casts (Schedule H) ...................................... . 9. 63 , 323.17 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............................. . 10. 16 , 7 95.83 11. Total Deductions (total Lines 9 & 10) .................................................................. . 11. 80 , 119.00 12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . 12. 9 97 , 8 60 .2 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .............................................. . 13. 20 , 000.00 14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. . 14. 977 , 8 60 .2 6 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0 0 0 (a)(1.2) X .00 . . i6. Amount of Line l4 taxable 977 760.26 ts 43 999.21 at lineal rate X .045 ~ . ~ 17. Amount of Line 14 taxable 0 00 17 0 00 . at sibling rate X .12 . . 18. Amount of Line 14 taxable 100 00 78 15 00 . at collateral rate X.15 . . 1s. Tax Due ................................................................................................................. . 19. 44,014.21 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 J 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-1022 DECEDENT'S NAME Callaway, Warren J. STREETADDRESS 1010 S. Market Street CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: i. Tax Due (Page 2, Line 19) (1) 44,014.21 2. Credits/Payments A. Prior Payments 35,000.00 B. Discount 1,842.11 Total Credit:; (A + e) (2) 36,842.11 3. Interest (3) q. If Line 2 is greater than Line 1 + Line 3, enter the d"rfference. This is the OVERPAYMENT. (q) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 7.172.10 Make Check Pa able to: REGISTER OF WILLS, AGENT. ' 1' f L 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 :.................................. ^ x c.- retain areversionary interest; or ................................................_..........................................._................ x d. receive the promise for life of either payments, benefits or care? ............................................................ x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?....... ^ ^x For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9716 (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) p2 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)I. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1507 EX+iH-09) SCHEDULE A REAL ESTATE INHER ITANCE Tq% RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Callaway, Warren J. 21-11-1022 All roal property owned solely or as a tenant in common must be reported et fair market value. Fair medcet value is dehned ax the pots at which property woultl be exchangetl between a willing buyer end a willing seller, neiNer being wmpelletl to buy Orsell, both having reasonable knaMedge aF the relevant facts. Real property which is jointlyownstl wIN dght o! survivorship mual be tlixlosetl on echetlule F. Attach a copy of the settlement sheet iHhe property has been soltl Inclutle a copy of the deed showing tlacetlanra intemt N owned u tenant In common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 ~ Real estate at 1010 S. Market St., Mechanicsburg, PA as sold 2 ~ Real estate at 1068 Mina Rd., Coudersport, PA 162,900.00 38,000.00 TOTAL (Also enter on Line 1, Recapitulation) I 200,900.00 (If more space is needed, additional pages of Ne same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA•7500 Schedule A (Rev. 11-OS) Rev-0503 EI(a (6.96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENr DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS All property joiMlyownsd with right of wMVOnship must he disclosed on echedule F. FILE NUMBER ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Banco Santander stock 1012 shares at 7.691share 7,782.28 2 Delphi Automotive stock 314 shares at 0.00/share 0.00 3 Edward Jones account 24,584.17 4 GM stock 450 shares at 21.72/share 9,774.00 5 Heartland Funds 16,596.01 6 Janus 20 Fund 86,857.45 7 MetLife stock 91 shares at 29.66/share 2,699.06 8 News Corp stock 12 shares at 16.02/share 192.24 9 Raytheon stock 50 shares at 40.69/share 2,034.50 10 T. Rowe Price Growth Stock Fund 53,107.66 11 T. Rowe Price International Discovery Fund 24,766.80 12 T. Rowe Price Latin America Fund 57,354.07 73 T. Rowe Price New Asia Fund 20,768.56 14 Tenet Healthcare 225 shares at 4.90/share 1,102.50 15 Tocqueville Trust 41,928.34 16 Vanguard 500 Index Fund Adm 57,236.41 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 2, Recapitulation) 770,964.44 (If more space is needed, atlditional pages of the same siu) Copyright (c) 2002 form sottware only The Lackner Group, Inc. Forth PA-1500 Schedule B (Rev. 6-98) Rev-1503 EX+I6-98) gCHEDULE B STOCKS & BONDS continued LOMMONWEPLTIOF GENN6YLVPNW INRERRPNLE TAY RETURN RE6IDENT DECEDENT ESTATE OF FILE NUMBER Callaway Warren J- 21-11-1022 ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 17 Vanguard Growth and Income Inv. 34,530.19 18 Vanguard Index Fund Adm 86,990.11 19 Vanguard Windsor Fund Admiral 204,770.60 20 Vanguard Windsor II Fund Inv 37,171.71 21 Ventas stock 14 shares at 51.27/share 717.78 TOTAL (Also enter on Line 2, Recapitulation) 770,964.44 Copyright (c) 2002 form software only The Lackner Group, Inc. Forth PA-7500 Schedule B (Rev. 6-98) Rev-1508 EX~ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTHOF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Callaway, Warren J. 21-11-1022 Indutle the proceeds of litigation antl the date the praceetls were received by the astale. All propedyloin0ybwned with the right oraurvivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2011 federal income tax refund 2,113.00 2 Erie Insurance refund 308.00 3 Members 1st Federal Credit Union investment savings account 19,094:79 4 Members 1st Federal Credit Union certificate of deposit 21,403.88 5 Members 1st Federal Credit Union certificate of deposit 25,298.70 6 Members 1st Federal Credit Union checking account 6,627.15 7 Members 1st Federal Credit Union regular savings account 8,521.97 8 Pro-rations on sale of real estate 668.58 9 Honda Accord as sold 3,700.00 10 Honda Pilot as sold 14,000.00 11 Metal break 100.00 12 Net proceeds from public sale of furniture and miscellaneous personal properly 4,280.75 TOTAL (Also enter on Line 5, Recapitulation) I 106,114.82 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1751 EX+I10-06) COM N,MS~ T,t~EDECEDtNT~VANiA SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Callaway, Warren J. 21-11-1022 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Lori G. Beneyton Street address 1067 2nd Avenue _ City Hellertown state PA zip 18055 _ Year(sl Commission paid 2. attorney s Fees Joel O. Sechrist Esq. 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio __ Relationship of Claimant to Decedent 4. Probate Fees See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs 822.37 30,700.00 30,700.00 1,100.80 i TOTAL (Also enter on line 9, Recapitulation) 63,323.17 Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-150D Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE (:OSTS continued ESTATE OF FILE NUMBER Callaway, Warren J. 21-11-1022 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex en nses 7 Auer Cremation Services 222.37 2 Mechanicsburg Cemetery Association grave excavation 600.00 H-A 822.37 3 Probate Fees Carlisle Sentinel legal advertisements 168.30 4 Cumberland Law Journal legal advertisements 75.00 5 Register of Wills additional probate fee 500.00 6 Register of Wills additional short certificates 64.00 7 Register of Wills fee to file Inheritance Tax return 15.00 8 Register of Wills probate fee 278.50 H-B4 1,100.80 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-15II E%t n2-Da) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8r LIENS COMMONWEALTH OF 0.ENNSYLVANN INHERITANCE TAX RETURN 0.EatOENT pECEDENi ESTATE OF FILE NUMBER Callaway, Warren J. 21-11-1022 Report tlebta Incurred by the decetlant prior M tleaM that ramainetl unpaitl at the date o/ deatli, inclutling unreimbunetl metlical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 ABC Home Fuel 671.93 2 Allegheny Power 13.49 3 Allegheny Power 1y,gp 4 Allegheny Power ~ 13.39 5 Allegheny Power 12.24 6 Allegheny Power 13.03 7 Allied Waste trash collection 44.82 8 Charles E. Garner real estate appraisal 375.00 9 Dean Appraisal Service 250.00 1D Discover Card 12.68 11 Gerald Kite real estate taxes for Coudersport property 185.75 12 Harland Clarke checks for estate checking account 17.00 13 Holy Spirit Hospital 42.50 14 Joe Callaway reimburse for new tires for Honda Pilot 86.56 15 Joe Callaway reimburse for new electric box and for brush/compost removal 815.48 16 Loch, Eisenbaumer & Newton income tax preparation 595.00 17 Messiah Village telephone bill 9.00 Total of Continuation Schedules See attached pages TOTAL (Also enter on Line 10, Recapitulation) 16,795.83 (If more space is needeo, aotlitional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-7500 Schedule 1 (Rev. 12-08) Rev-1512 E%416-9a) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS COMMONWFAITHOF PENNSYLVANIA R continued INHERITANCE TAX RETU N RESIDENT DECEDENT ESTATE OF FILE NUMBER Callaway Warren J. 21-11-1022 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 18 Messiah Village Homecare 20.95 19 PPL 40.94 20 PPL 22.62 21 PPL 2237 22 PPL 29.90 23 PPL 39.00 24 PPL 22.45 25 Republic Service garbage collection 38.85 26 Settlement costs with sale of real estate 11,292.68 27 Stanley Steemer Carpet Cleaning 217.00 28 Susquehanna Valley Tree remove tree limbs 250.00 29 United Water Co. 46.27 30 United Water Co. 40.51 31 United Water Co. 10.81 32 United Water Co. 11.00 33 United Water Co. 16.91 34 United Water Co. 22.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-4500 Schedule I (Rev. 6-98) Rev-1573 E%a (6-98) COMMONWEALTH OFPENNSriVANIA INHERITANCE TA% RETURN RESIDENL DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued ESTATE OF FILE NUMBER Callaway, Warren J. 21-11-7022 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 35 Upper Allen Twp. sewer bill 112.00 36 Upper Allen Twp. sewer bill 112.00 37 Verizon 94.51 38 Verizon 104.16 39 Verizon 104.24 40 Verizon 123.08 41 Verizon 123.64 42 Verizon replace cable box 625.40 43 Wells Fargo bank service charge 15.00 44 West Penn Power electric bill 4.90 45 West Shore EMS ambulance transport 121.87 TOTAL (Also enter on Line 10, Recapitulation) ~ 16,795.83 Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule I (Rev. 6-98) SCHEDULE J COMI.IO ER RANpE,PFRNET$,RLNAN~A ` ~ ^ BENEFICIARIES ' EtJ f ES ~E G ESTATE OF FILE NUMBER Callawa ,Warren J. 21-11-1022 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) )( TAXABLE DISTRIBUTIONS d~ p rl an . d t ransfers stribufions under Sec. 9116a 1.2 1 Ronald Kiehl None metal break Mechanicsburg, PA 17055 2 Irina Beneyton Granddaughter one sixth of 1067 2nd Avenue nineteen percent Hellertown, PA 18055 of residue 3 Edi Beneyton Grandson one sixth of 1067 2nd Avenue ~~~ percent Hellertown, PA 18055 of residue 4 Lori G Beneyton Daughter 1/3 0l' Potter 1067 2nd Avenue County real Hellertown, PA 16055 estate & 27% of residue 5 Sam Beneyton Grandson one sixth of 1067 2nd Avenue nineteen percent Hellertown, PA 18055 of residue See continuation schedule attached Continuation Total Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 cover sheet, as a r o date. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAJC IS NOT TAKEN B:~CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Mechanicsburg Church of the Brethren to,ooo.oo 2 American Red Cross s,ooo.oo 3 New Hope Ministries 5,000.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETS 20,000.00 Copydght (c) 2009 form software on'y The Lackner Group, Inc. Fonn PA-1500 Schedule J (Rev. 11-08) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Warren J. Callaway 09/1Ql2011 211-22-7246 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($S$) 6 Joseph G Callaway Son 1/3 of Potter County 870 Hawthorn Avenue real estate & 27% of Mechanicsburg, PA 17055 residue 7 Kyle Callaway Grandson one sixth of nineteen 870 Hawthom Avenue percent of residue Mechanicsburg, PA 17055 8 Nicole Callaway Granddaughter one sixth of nineteen 870 Hawthorn Avemue percent of residue Mechanicsburg, PA 17055 G t 9 Brett Long an~son Gr one sixth of nineteen 875 Hawthom Avenue percent of residue Mechanicsburg, PA 17055 70 William M Long Stepchild 1/3 of Potter County 875 Hawthorn Avemue real estate & 27% of Mechanicsburg, PA 17055 residue 1 LAST WILL AND TESTAMENT OF WARREN J. CALLAWAY I, Warren J. Callaway, of Upper Allen Township, Cumberland County, Pennsylvania, being of sound mind and memory, do make, publish and declaze this my Last Will and Testament, hereby revoking and making void any and all wills by me heretofore made. FIRST: I order and direct that all of my just debts and funeral expenses be paid by my hereinafter named Executor as soon after my death as may be found converrient. SECOND: I drrect that my son, Joseph G. Callaway, be given the opportunity to purchase at fair market value my residential real estate which is located in Upper Allen Township, Cumberland County, Pennsylvania, and which is known and numbered as 10 iL 0 South Mazket Street, Mechanicsburg, PA. If my Executor and Joe can agree upon the fair market value, this shall establish the purchase price. If they cannot agree, then my Executor shall select a licensed real estate appraises, Joe shall select a licensed real estate appraiser, and these two appraisers shall select a thud licensed. real estate appraiser. The average of the three appraisals shall co~istitute the fair mazket value. After the fair mazket value has been established, Joe shall have thirty (30) days in which to decide whether he wishes to purchase the real estate, and ifhis decision is inthe affirmative, he shall have sixty (60) days thereafter in which to settle. The expense for all of the above cited appraisals shall be borne by the estate. THIRD: To my friend, Ronald Kiehl, I give my metal break. FOURTH: I give and devise my tract of real estate which is located in Keating Township, 1 Wanen J. C away ~~G Potter County, Pennsylvania, to my son, Joseph G. Callaway, my daughter, Lori G. Beneyton and my stepson, William M. Long, in equal shazes. FIFTH: I make the following bequests: A. I give the sum of ten thousand ($10,000.00) dollazs to the Mechanicsburg Church of the Brethren of Mechanicsburg, PA. B. I give the sum of five thousand ($5,000.00) dollazs to the American Red Cross Disaster Relief Fund. C. I-give the sum of five thousand ($5,000.00) dollars to Ne;w Hope Ministries to be used in its Mechanicsburg, PA operation. SIXTH: All the rest, residue and remainder of my estate, real, personal and mixed, of whatever. nature and wheresoever situate, which I may own or have the right to dispose of at the time of my death I give, devise and bequeath as follows: A. Nineteen (19%) percent to be divided equally among my grandchildren. If any grandchild has not yet reached eighteen (18) yeazs of age, I direct that his er her pazents hold the bequest in trust until the grandchild reaches eighteen (18) yeazs of age at which time the trust shall be termi~iated, and all funds in the trust shall be given to the grandchild forthwith. B. Eighty-one (81%) percent to be divided equally among my son, Joseph G. Callaway, my daughter, Lori G. Beneyton and my stepson, William M. Long. I direct that all inheritance and estate taxes be paid from the share set forth in Pazagraph SIXTH B albove. G~ 2 arren J. Cal ay EIGHTH: I hereby nominate, constitute and appoint my stepson, `vVilliam M. Long, as Executor of this, my Last Will and Testament, and I do direct that no bond shall be required of such Executor hereunder. My said Executor shall have full power at his discretion to do any and all things necessary for the complete administration of my estate, including the power to sell at public or private sale and without order of Court, any real or personal property belonging to my estate, and to compound, compromise or otherwise to settle or adjust any and all claims, charges, debts and demands, whatsoever, against or in favor of my estate, as fully as I could do if living. In the event that Bill does not survive me or fails to qualify, then I nominate, constitute and appoint my daughter, Lori G. Beneyton, as the alternate Executrix. Said alternate Executrix shall have all of the powers, privileges, duties and immunities as hereinbefore more fully set forth for my original Executor. LV WITIvTESS WHEREOF, I, Warren J. Callaway, the above Testator have set my hand and seal to this my Last Will and Testament, which consists of three (3) pages, to each of which I have affixed my signature this ~ ~ ~ A day of ~` Q ~~ '~~`~~ ~ , 2010. J. Signed, sealed, published and declazed by the above named Testator as and for his Last Will and Testament, in the presence of us, who at his request and in his presence and in the presence of each other have hereunto subscribed our names as witnesses. ~. i A. Settlement Statement (HUD-1) DMBAPPro~alNp.25D2-0265 1. ^ FHA 2. ^ RHS 3. X^ Conv. Unins. fi. File Number: 7. Loan Number. B' Mortgage Insurance Case Number: 12332 0341941003 4.^VA 5.^Conv. ins C. Note: This form B famished to give you a statement of acWal settlemern costs. Amounts paid to antl by the settleineM a9ems are shown Items mansetl " ' (p.o.c) were paid outsitle the Uosing; they are shown here for imonnational purposes and are not IndutleE in die tota4t ' D. Name 8 Address of Borrower. E. Name 8 Address of Seller. F~ Name 8 Address of Lender DAVID J. WEYER JENNA M. WEYER THE ESTATE OF WARREN J. DAIJAWAY . HOMESALE LENDING, LLC 624 Em Ddve, Hughesville, PA 17737 13675 TECHNOLOGY DRIVE, EDEN PRAIRIE„MN 55344 I G.. Property Location H. Settlement Agent: I. (Settlement Date: 05/772012 1(110 SOUTH MARKET STREET, UPPER ALLEN Homesale Sel0ement Services Djsbun;ement Date: 0 5/1 72 012 TOWNSHIP 4309 Linglestown Road, 717E71-9876 Fax 717b71~676 I MECHANICSBURG, PA 17055 , Hartisbulg PA 17112 Upper Allen Tovmship Place of Settlement T{OeEzpress 430.9 Unglestown Road, 7173713876 Fax 717E71b67fi, Printed 05/772012 at 1:33 pm Hartisbu , PA 77112 by KAC .100. &ross Amount Duedrom Bdrrower ~ ~ `400: Gross AmouM.Dueto Seller •. i 101. Contrail sales Price 16290D.110 401. CadreCSalw pdce 162,900.00 102 Personal ro 402. Personal ro 103. Setderm~d charges tb bonower (line 1400) 8,133.55 403. 100. ~4 105. Ad'usMents for beets f b seller m advance 405. Ad ushnemz for items aid b seler N advance 10fi. 107. CiryMwn taxes m County taxPS Oy172072 to 11/31/2012 373.33 40fi. 407. Ciryflawn taxes i to County taxes 05/172012 tc 12/312012 373.33 10B. 109. 110. 111. Assessments to School Max 05/172012 b 06302012 Sewer 0 5/7 7201 2N Ofi1302012 239.87 55.38 408. 409. 410. 411. Assessments to School Nmc OSr17Md'112 to 0620Y2012 Sower 05/172012 to 067302012 239.87 55.38 112. 412 120. 200. 201. 202. Gross Amount Due from eortower Amounfs.PSitl- on inBehaROf Borrower Deposd or eamsst ey Pdncipal amount of npw ban(s) 171,70213 1,000.00 114,000.00 420. Gross Amount Due to Seller .500.- Redudfons~In.Amount DueN Selleri 501. Excess deposit (see insimc8ons 502 Setllemerd charges ro seller (line 14001 163,568.58 11,292.68 203. Fxistin to slakensu 'eGW 503. ExLsBn b staken su to ~~ 504. P o8offirst mart eloan I 205. 505. Payahafsemnd mortgage loan 201i. 506. i 207 507. 20N. SDB. 209. 509. Ad usMcda krilarss unpaid seller Ad'ushnenb for items un aid seller 210. GtyAmm taxes b 510. City taxes Ic 211. Counrytaxes to 511. Couny fazes to 212. Assessments to 512. Assessments j to 213. 513. ~'h 514. ~~ 215. 515. I 211i. 516. ii 217. 517. '~ 278. 518. 219. 519. I 220. Total Paid b rBo wer ~ 115,000.00 520. Tohl Reduc0on Amount DueSeller 11,29268 300. Cash atSettlemeirt ALaMfp.Bomower ... :. ., 600:. Calbst SeDlementtoHromSeBer 301. Gmss amount due ham barower(line 120) 302. Less artquMS paid by borrower (line 220) 303. Cash ^X From ^ To Bomowar N6Mi1W®II •omwYlnY0rBm0pmngw.Mwltlntl/hbm„ 171,702.13 115,000.00 58,70213 6WdCam,bm-Ww. M 1301, Gross amount due W seller (line 420J 602 Less reduc5ons In amount due seller Qlne 520) 603, Cash ^X Tc ^ From Seller bYeNMUmNEe Jn antew,F[Y~eev~imo-mn.eti",mmwmewn . 163,568.58 11,292,58 152,275.90 Exhibit to Schedule A are 700. TofalRwl Estate Broker Fees $9,2WS0 Paid From Paid From Division ofcommission Iine700 as fabws: __ - 13orrower's Seller's 701. sq~gg7,pp to Pmdentia Homesale Services Group I Funds at ~ Funds at 702. E4 $g2„5p th RE-Max lstAdvantage I ', ttlement Settlement 7C3. Commission paltl a[ settlement 814.50 8,395.00 7C4. Brokerfee 1o Prudenfial Homesale Services Group 225.D0 800. hems Pa ble in Connec0on with Loan 801. Ourorigina8on charge (Indudes Origlnafion Pam 0.000°6x$0.00) 5630.00 (from GFE #1)~ 802. Youraed0 ar Gtarge(poinl5)forme spedfic Interest rate chosen $ (fmm GFE #2)I 803. YaradJusted orginatlon charges (from GFE Aj I 630.00 Bf4. Appraisal fee to REL Valuatlon (from GFE #3) 380.00 805. Crean report to RELS DREDfT (fmm GFE iq)I 23.32 BOfi. Tax service to from GFE #3 '.. BLr/. Flood ceNfication ro from GFE #3 808. to 900. BemsR uired6 Lander Wbe PaiB lrcAtlvance ~ --. i ~ (fmm GFE#1p) 9f11. Daffy interest charg from from 0917Y1012 to 0610112012 (01812,49001day 187.35 902. Mortgage insurance remium for months to (imm GFE #3)I 9(13. Homewmers insuance far 1 ears m Hanasale Insuance (from GFE #11:) 9[14. Flood Insurance for months to i 443.00 2,05L00 1000..Reserves De asite with Lender - _i i 1(101. Inidal deposit foryoJr esrmw account (from GFE #9j 11102 Homeowners ins ce manors $ O.OOhnonm $ 11703. Mortgage insurance months $ O.OOhnonth $ 1(104. Pm traces monms $ Imanth 11705. Cannytaxes mm~ms 8 D.00/month $ 1006. Assessments months $ 0.00/month E 7007. Aggregate Ad(usMan $ 1'100. TNe Cha es ' 1101. Tiee services and le ders fitle insurmce from GFE #4 1281.75 1102. Settlement or tlasin tee M $ 1'103. Owners OBe insurdke fmm GFE 127.63 1104. Lender's title insurance $920.75 1105. Lenders title pdicy limit 5114,000.00 Lenders Pdicy 1106. Owners title policy I rah $162,900.00 Owners Paicy t I W. Agent's portico of mk tots title insurance premium $940.18 I 1 100. Undermiters poNOn ofthetolal0tle insurance premium 811fi.20 1109. 12001 Gdvemment Reco din .and iranskr Ch es '. -- ~ 8 (from GFE #7)', 1201. Government recerd gcharges 222.00 1202 Deed 86200 M a e $98.00 Release E ~ l 1203. Transfer taxes E prom GFE #8) 1,fi29.00 1204. C1ry/Coumy tadstamps Oeed $1,629.W Mon 5 ~ ~ 1205. Slate Taxlstamps Deed $1,fi29.00 Mon $ 1,629.00 1206. Deeds Mo E 1207. RecoN Assignment 56200 ~ 1300. Adddodal COa. es ', - l 1301. Required services t you cap shop for (from GFE W~',, 119.00 1302. Flootl Life a lean ee to VJF Flood SVS 819.00 1303. Tax Service Fee 1c VJF RE EST TAX Sus 8100.00 1304. Notary fee toN W61ic ~ 10'00 1305. Tax Ce1. Reimbu ment to Homesale Settlement Services, Inc. 10.00 1306. 2012 Co. & Twp. tak to Dennis E Zerhe, Treasurer ~fi'~ 1307. Home Womanly to Amencen Home Shield ~~ ~' 1308. Sewer (Apd,May a June to U rAllen Sewer Aum ' 1120 r r r 8133.55 11292.68 'Paid outride of clceing by QB)omrwer, (S)eller, (L)ender, (Onvestor, Sro(K)er. "Crean by lender shown on page 1. ^Credtt b)'sellershown on page 1. I i I are Com arison ofGood~Faitlr Esfiinate GFE and HG0.1 Char es ~ "-~ ~ ' : Gocd FaHh EsBmate HU¢7.. Cha esThatCannolficriase ~-- fdl]bildne Numbei~~ OUr oliginatloadiarge°~ :;.~ 801-;.~~ I E130.00 630.00 ~YOUraedltorchar9?fP.UMS}forthesparafic merest ra<achosert ~ ;,r# 802 - 0.00 0.00 ~ .Youradiustedorig(na8oachetges ~';. -:.# 803 E30A0 630.00 7mnsfer ta+ces- - ''.:# 1203 'i 3,i:5B.00 1,629.00 Lean Terms Ycty initial Wan amount rs _ $114,000.00 Your ban term a;:' : 30. Years ~ Your iniUatmiecest2te is` :- 4.0000% i Your inNal moMtily,amount forprindpak intent amf afrymatgage'.. $54625 inUudes insurance is `' _...~ ' ^X Pdnclpal ^X Imerest ~.i `. Q Modgage Insurance Cat your interest ate r~ ^X No. ^ Yes, it can rise to a mslmum d ~, %. The first change _ vrill be on 1 I and ran Uange again every ~i years after I I .Every :. change date, your interest rate cen inaease or decease Iry %. Over the I"rfe of ..~ Meloan, your interest rate is guarenteetl Wnever hie Wwrrthan %whigher .:. Nan %. i Even rf you make paymenLS m hme; tan yourloan balance nseo - Q No. ^ Yes, R an dse to a madman of E ~', Enm rfyou makeDayments pn 6me~.can yaurmanhly amount Deed fw ; ^X No. ^Ves, ihefirst lnaeese can be on Ij I and the monthly pnrmipal inmrestandage insurance nse~ amoum oxetl can rise W$ i ,-: The madmumhpn ever risemis$ ~ Oyes your toaaha}vea tpenah/~ ';- ~ No. ^ Yes, your madman prepaymem P~UtY is $ Ones yomWadhavea baliohn paymprd'r ~; ^Q No. ^Ye4 you haveahalloon payment ofi8 due in years on I I , Talal monmry amourR owetlnnddding escrow acmuntpaymenfs ~, ~ Yw do not have a monthy esaow paymentfor items, such as Droperty tares .-~ and homeowner's Insurance. Yw must pay ihese'¢ems rfireUly yourself. ^ Yau have an addtbnal monMiy esaaw payment of 9'~ that results in a total initial momhly amoum owed`dJ$ .This includes pdndpaf interest, :" any mongage insuance and any items checked Flo"" •; ^ Property fazes ^ Hcmeowrrefs insurence i ^ Flood insurance ^ Norte: If you have any questions about the Settlement Charges and Loan Terns listed on this form, please contactyour lender I have cerefuly reviewed the HU61 Settlemem Statement and to the best of my knovAetlge and belief, d u a true and acwrate statement of all receipts antl tlisborsemems matla on my account or by me in this transaction I further certHy Nat I have received a copy of the NUD-1 Battlement Statement /v 1D J. WEYER tlisbureed in acwrtlance vAN Nis statement I have ceased arvrill rouse i~~ s I r~ ll,i~- SEI~LEMEN7 AGEM DATE WARNING: R IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNRED STATES ON THIS OR ANY SIMILAR FORM PENALTIES UPON CGNVICTION CAN INCWDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TRLE 18: U.S. CODE SECTION 1,001 AND SECTION 1010. I Previous etllUOns are o solebe Page 4 0 4 ~ HUD-] ~iHP.'cSTA ARREN J. WAY Paae nl APPRAISAL OF REAL PROPERTY LOCATED AT: 1068 Mina Road Deed Book 199 Pale ]33 Dwdersport. PA 16915 FOR: Estate of W amen J Callaway AS OF: 09/7012011 sY: 6herti Deer Zuchavaki Dean Appraisal SerNCa 4 Pearl Street Wellsbore, Pa 16901 Phone: 6]0-110.2]00 deenappr®epixnN Form GAt - M1YI9TOTAL' aDDmisal software by a la nada, inc. -1-800.ALAMDDE Exhibit to Schedule A Oean Appraisal Service Exterior-Only Inscection Residential Appraisal Report FR# The purpose of this summary appr&sal report is to provide tra kntler/diets wAh an acwrafe, and atlequately supporkd, aDirlion N Ne market vake of the sublem property. Pr Address 1068 M' Rwb CM Coutlarspprt Btate PA L Code 18915 BOrtOWef DWrarN PWllc fleGON WartenJCaAOwav Estate COMay poder Le al Oescdptlon Dead Bode 199 P ]33 Assesa0f 5 Pdred # 15006-006 T8N Yeaz 2011 A.E. Taxe$ $ Ii53.9A Nd hhaNOOtl Name Kati rowrgsh' Map Relerence 15.006-006 Census Tram 9504.00 Occu and I IO+irsr r]TenarA ®Vacant Special ASSessnwms$ o.oo ^PUD HOA$ [ er ear er mpnU ' Pro RiAMS ADDra'setl ®F S'mpk ^ Leesehak ^ ONer Idescr'be) Asst gmeMT E Purtha$e Tlazlsaml0n Reflnante Tan5aGd011 OFar dESCdhe Estate PU es LerdedCYem Address Is the subect Oropedy currently offered fm sale or has tr hem o9ered tar sale in Ne twelve months prior to the Atedke date at Nis apDmisal? ^Yes No A OR tlala aplYte(sl used 09Mnq DNC61a) old datelsl. The auded is not listed In Me MLS nv has I( been in the last 12 m«MS. I ^ ditl ^ did nm analyze the termed for sale for the suhlect Purchase transactlon. Flylain the resdls of Ne Marysis of Ne cpmrem for sale or why the anaysis was not edOmwcl. NIA Camact Price $ wA Delp of Comred NIA IS the DrOperty seller Ne owner d Duhgc acpm? ®Yes ^ ND Data Spurcelsl Daetl Is there arty financial assistance (ban charges, sale cancesskns, AM w downpaymem assistance, roc.) to be paitl by any paM1y on behalf m Ne hortowel? ^Yes ^ ND tt Yes, a art the total doMr amoma and tlascdbe the items to be paid. NIA Note: NOCe andthe reciM tom ion of Nerki hhor hood are note lultamore. . tib ;- CM fdtrk ¢ .:::. !~" .One-UNlllb TntNks':: 'i. G9e~t4dflbad._ .. PramdLpadUu7.;:i Locapon UNan Suhurh n Rural Pro Vagles kcreasi Spbk OeLlinin PAICE AGE OnrUntt 20 % Buid-U Over 75% 25-75%I Under 25% Oemamp5 Bhota a hBalance OverS $ OW rs 2-0Un9 % GrowN Ra id Stahle Slow Malketln ilme Untler3 mNS 3-B mNs Ovmfi mMs zp Low 5 Mum-Perot % N hboNOOd Boundaries North -;Routes Soom - Route ea 30o Ni h t 5o Commercial % „East-R<lute 44 West-McKean Lan Line 80 Pled. 60 OIMt. 80% N'hbOm00d DestdOtiOp Nearbvhagpeniea are mesey one antl two st«vhomas wlM Some manufacturetl hanm which apPeaf to ba adegu: mantained. Cmvenis ncetpachpds recreeeoT ahgII.vna antl slide emobvement. Market appeal is average. No ad+arse (actors notatl. Markm COndIAOns imkding 6uppOrt r Ne ahOV¢ tOr6105i0nal Properly vaWea are generally mnsid«ed stable since suodvltlemantl W basiwll in balance. There ere taw cunant listings in the nei9hbg similar to the sudect. MarkMing dmeia uaudN within 3-e months. Dlmenslans Various DNnensbns (Spa Oeetll Area 1 Ave Shape Irte9uiar VIeW Q Mountains $ECdIC Z9nN Da551IILahOn Resq Sd USe ZOn10 Descd dOn NO tormd zgnin DlR buiklin aM Sewer 9s arer uiretl. 2ori CompAaxe ^ Legal ^ L al NoncoMOmkng (GantlfaNeretl Use) ®Np Zoning ^ Megal Itlescdbe) le the hi hest and best g5e of subllem property as Improved for ore proposed pet glens aztl Spa9ications) Ne pRSed use? 4es No h No, tlepcNbe UWIBes PI&GC ONer ldexdMl Pub$e rnhx ldeambel gl-ske knprovemerlb-TYPe PWk PrWate RetMC" ® ^ water ^ ®s«inglrvdcd 5trem travel Gas Karp Senile Sewer tklr 'm nme FEMA S ecial Fbod Hazard Area Yes ®No FEMA Food Zara x FFMA Map # a21osc03nD FEMA Map Dme 0]nBl2on Are the uAPAies antl ofl-she Impro typical for the market area? ®Yes ^ No tt No, deschhe Are there am adverse s9e corkhions tlr ememal faders leasemems encmachmems environmemal contlNOns kntl uses roc.)? ^Yes ~ No A Yes, describe Source s UsM for Physical Charame sties d Property _ Pypraisal Fks _ MLS Assesslrlem and Tix Aecortls Prior Inspectlon P e Owner Dlller describe Ins Oafs $Oproe (Or G-OSS LIVin Aad Persond Meeeu o, remeMs ~ .,> :. n .::'. .Car Unbs One Ore whh Accessp Unh Concate Blah Crawl B ace FWA HWBB Rre laces # Nora # of Slodes z AA Basemem Rnished Aatliam Wootlstave s # Ddvewa # of Cars t T e Det AtL S-Dm/E dUnd Partial Basemam Fnished Odar Furnace PmiorUeck D9vewa Surface Din crass Eus9n Pro used Under COnst. Erkrior Wals v sid Wet cos Porch Fran[ Gara a #of Cars. Desi n S k z st Roof Surface As an sni N Coital Air CantlidoN Pool Car ud # of Cars Year BWIX 1900 GlWers80ew trdividual Farce AtNChetl Omachetl Ettecpve A a 30 Years Window T Dable-Nun ^ Otller Other ^ Buitl-in Appkawes Rehigeraror RanA Oven Dishwasher Disposal Microwave WashmlDryer ONS (describe) Hdslad mea sbgre gratle comains: s Rooms a Betlroams t BaN(s) 1s3z Squaa Fcet al Gross Livin Area Above Gratle PAOMOnaI leamres Iscecial erlmgv e9idiem items, ek.l 1z. t4' at«aae anew Describe tla contl9ion m the property dntl data spwce(s) Mcluding apoaam neetletl repairs, tlmedaration, anovaeons, remodegng, mctne eubied aggeara m be ad uatd maintained frpn the edariw. Nc fdncticnd «atlernd gbsdescenca gbserwk. Are there aM apparem physicaldeliciencies or adversecorMitlons that aflem Ne Gvahlliry, spundness, or strumualimegriry pf the property? ^Yes ~~No e Yes, describe. Does the mpeM 9eneralry comprm N~Ne neighborhood Dunclional Wllty, sMe, caMNpn, use, com1adipn, mc.l? QI Yes [] No A No, describe. Fretltlie Mar, Form 2055 March 2005 Page 1 of 6 Fannie Mae Fortn 2055 March 2005 FOrtn 2055-'VdnTOTAL' appraisal sptlware by a k mode, iw. -1 A06AW90DE Exterior-Only Inspection Residential Aooraisai RaranM ~._. There am 3 comparable propwlles c0rfelNy pfleretl for sale in tla Spblaf OekhbOrhootl nlglpp'p price from $ 30 000 n S 5s 000 Thwe and 3 ca arable sales in the subject net hborlwod wimin the ast Iwelva montlrs rm i in sale ace from $ 3p o0o to E so 000 FEATURE SUBJECT COMPARABLE SALE # 1 COMPARABLE SALF # 2 COMPARABLE SALE # 3 Address 1066 Mina Roatl 364 US Hl9hway 6 W 409 SOMhsvest SVBet iD6 8 W eat Sf cauaere rt PA lasts copaer3 rt PA 16915 Couriers on PA 16915 Couriers orl PA 16915 Proem 'n Sub'em Sale Price ~ ~ E ~~ WA . 3.51 MILES NE E 5o a0o ~' ~ ` 4.26 MILES NE ~. + ++ ; E 30 000 4.37 MILES NE ~ ' ~ E 42 000 Sale PdcNGross pv. Area Dab Sources S .ft •' . sa.osa h. :°r` .I!.'t' Tax cam, M e ,l,' i•' .. S 24.63 s h ~.,. Tax Cab Mort a e 21.OOs h ~~'~ ~ '=', Tax Card Mort a e ~~ Verificmion Sawce s VALUE AIAUSTMENiS ~ 1d pESCRIP00N Ext«i« fns im DESCRIPTION +- $Aduslmem Exterior Ins ec DESCRPRON lion +- EAdastrnem Eadedor in. ac DESCRIPTION tion +- SAdusMem Eales or Rnancirp Cancessi~om ,s '= ' eonvembnal Nme Comentbnal None Conventional None Oats of SaleRime Laatipn . r.~ ' Aver oirzoll qv«a a 09/2011 Avera a 09/2011 Avera e LeasehokVFee Si le Site Fce aim b t gore Fee aim .16 or an acre +soo Fee Sim a .19 of an acre +600 Fee Sim e .19 of an acre +800 Yew Oesi n S k ' Ol Mountains z st AMOUntains z st Of Mountains 2 Sto Of Mountains 2 S[o Du of Conshucdpn guar gvere a Avera a Avera e AcNalAe Cpntlpp0 1oovears A 10o+vean Avera e-000d -5000 100+years Avera a 100+Years Avera e Above Grade Tool Btlrms. BdmS Tpbl Bdrms. Ipms Tmd antes, Bads Tpla Brims. Ibms Room Cpllm s 3 i ~ 3 t 5 3 1 11 4 2 -2000 Gmss Llvi Area Basemwd 8 Finished Rooms Bekw Gntle Furetlonal Udli 1 s3z s .tt. esz an n uns khed A e L51a s .M. loo%crawtl eP Aver a +t zoo +z,0oo i 216 s .d. 288 sf H Unfnished Avera a +4 100 2 000 s .M. 1,000 sq ft Unfinished Aver -3 700 . HeaSn Cooa ,'Emr ENiciem kwn5 5 er None N Flr FUrn/None Nare FHA/None None FHA/None None Gan Ca POmNPamaNeck Non z P' ce z car Detachatl i P«m <,oo0 +soo 1 Car Detache, 2 Porches -2 000 None 3 Porches -500 Rre ace Om6ukin s No F 1st eshatl No Flr ace Nma +200 Nofl lace 1 Store a She No Fire lace None +200 • NO Ad"ustrnent olal + - E a3oo + - $ 2900 + - E -5200 Adjustetl Sak Price of Cp ambles I did did ram msarph t ~ '. he Sa I "; or transfer Ns Na Adj. 6.6 % Gross Ad'. 27.4 % lp of the su6'ect ro E 46,700 e and cp arable Ne[Atlj. 9.7 % Grass Ad. 23.0 % Sales. It nN, ea Ian S 32 900 Na Adj. 12.d % Gross Ad. 17." % S 36 800 M re5eafph ^tlltl ~dld Wt ravdaBM prior 58e50ltrap5feR 01 me spbled pmpeM lOfm mra VeaR pdW lp rile BfkCAVe dot Of dM38W25 Dan Sowce(s) PuWrc RecoM...s M research ] tlitl ®did not reveal any poor sales or transfers of the compaable sales to the veer o'o tp the dot of sale of m comparable ale Oap Souw(s) PuMrc Records R on the results of me nsearch and a a sis of the 'pr sale or transfer histp of ma su5em roe antl com arable sales re n adtlhional dor Saks cn a e 3. REM SUBJECT COMPARABLE SALE#1 COMPAPABLE SALE#2 COAIPAPABIE SALE#3 Date of PNpr SaleJTrensfw Pace of Prku Sak/irdnsfer Dab SOUCes r cam Deetl Tax cam Deed Tax Card Deed Tax Card Deed Eflactive Dak of Dap Sources t 27rzo1 t 1orz72011 10/27/2011 10/27/2011 Ara sis N prig sale pr transfer history m me subi ft p ooeM rd compar hk sales F M' ac«d ' mrat mac d n lak d f he sub ed or can cedes wlm,n the 3 veer pulbelne for Me sub ed «Me 1 'tle4 f m hlae Summa INSaks COm0afi5an ApprOaC qp dosetl bs a'd ed m c tlemoort clear but here dm al locatwrl aunavaladl' d com 2dt~a+l era a dwtance ewaN Acreace was ad' tad IN E1 000 tlM D to tl, I k d t d #1 is over 6 months dd. Com cables d this ate in ml area are limited. Evan ma h me GLA anW« d me com blew caries Iran the subject b more then 25% m ere me best indication d vaWe avarade., No other comoaredes are avaaabl a1 m' t All oarabl d - ht' m det Non d value. Indicaktl Value b Sales Co arson A reach E ae o00 lndicatM VeMe by Sda CompvlwnlApprpeehE 39000 fAm Approach Qi develolaed)$ Nrg IrmdmeApp oath (h developed)E N/q The sobs opmaanson aoaoach was (dlatl on es the best I dicer d did vaN Th cost h d devebced It M1 1' 't d d,t because d the e ~ d me sub'ect Tne Income aooroachfGRMI coultl not be tlevdo tl d tom nek d suR' ' t tg nN GRM dab TNS appraisal i5 made ®^az is°, Subject to completion per plans and specifications on me heats of a hypommical cordiAOn that tla impravemems hart ban completed, ~] subject [p me fotlowinq,repairs « akwationa an the basis m a hyppthelipal condition mat me repairs « aderedons have ban compktetl, or ^ subject n me • 10MpW1 r Ilretl Impepti0n ba5etl pn 1Yb adnOrd'pafV aze mpdOn that the COM'tr r Befit a V tlas fwf aWle leradOn 0 " qp I ale s -antl Is nor 3116 BCI t0 ally IapalR. abra(IOfIS Or Oaler WnddM {Ir ( t 811 atldMtl 9aeetl on a vlsuY rrnpectron of tlw g1xfor ama of the subject property from m lert tM tlreet, defined srope of work, ehtement of uaumptbns end limiting contlPoons, ant eppnbx's caHfioat , my (our) aplnlon of tM mules( value, ee tleflned, of the nel property that la fhe eufsject of this capon Is E 38.OOp _ 18 Of 08/1012011 , which IS Ue den Of insaecfo and the eifectlve doh 01 ih'E {SBI Form 2055 March 2005 Page 2 of 6 Fannie Mae Fonn 2055 March 2005 Porn 2055 -'SVinTOTAC appraisal software by a k mode, inc.-1-BOPAIAMODE P =#a Exterior-Only Inspection Residential Appraisal Report Flkp Veriflcap ' Wh the t d' ewtla' etl N' I d recorder oRCe nfamefm fa deed transfers antl recorded morbages. It also indutles sales information antl details of the com aria iaz fran the tax essazsment oioes in Ne fam d lax ce'tls end assessment me .The tam e#erior ins tion induaee h i do b the can erode to form m o nbn of uali from the street antl to cmprm the nerel infamatlm listed m Na tae azsessmem card ie.1Te sketch antl amenities Ilstatl m Na records. There is also information availade frwn the local mk boeM elm wlth in ntlent reel esrate offices and it is used t. dot 'lad N I' tetl f sale that Id aet ah th dad p it er b be offered for sak et the affediVe date of thls a Isal. No vaWe t I mercy The h etl N' pyre I' t X d' fh th H Val ation Code of Contlud antl M1ae nIN certgrmetl peNdpBlatl in a been associated with n adivilY ~ Viol t W N Code ' WSf+1FPB0AGk70YANi{nNnpiXetl~fmnMdYe} Provide ad aorta lnlprmdion br mz er/cllem for licafethe bebw costs res antl calcuWtions. $b oft}IlrfheO lplW of sA¢V3pe umma of CIXll arable LArld orates Of 0lhE'melhptla for BadmaB aria VApe EGIIMATEiD REPRODUCTION Ofl REPLACEMENT COST NEW 0%NION OF SITE VALUE____.._...._ ............._...._...._..____.......... _$ Source al cast data DWELLING S .Ft. $ _ _. _$ ' Ouai rdi hom cost service EBecMe dale of cos[ data S .k $ =S - Commems on Cost A roach ross I vin area calculations tle reuation dc. _ _ _- =S Gana IVC ort B .H. @ $ _. =S Totd Estlmate d Cast-New - Less sical Wnctlonal Etlamd reciafion =S D ciatetl Cost of Im mvemems =3 'AS-is' Valce of Site I mvemems ..__._._..__..__...._..._......_....._ =E EsSmatetl flemainin Ecormmk L'de INUD and VAO Years WOICA1Fl1VALUE BY CCGT APPflOACX =f N/A . 70YI1LI7 EOioi _:.Fenrtk ~. ' ..` . = EsBmatetl MpdNy Market Red E wA % Grass Aed MuNplier Nin ~ = E NIA Indicated Value b Income A roach Summ al Income Apo oa h(dd~no suppadfor market reM antl GRMI .... RROdECT'NFgWA7i0NFNiPUDSINwIilbsWe1,. ., .~. .:. Is the tlevebpar/bulkier n comrol of Homeowners' Assaia6an HOAI? ^ Yes ^ No Urd ty ts~ ^ Odachetl ^ ABached Provide Ne lolbwin idormadon fa Os ONLY tl the tlevdo er/builder is in canUOl of Ne HOA antl Ne suo'ea ra a is an attached dwelin uNt. Le d Nanre d Protect Total number d phases iptal number of unRS Total rNmber d units sold Total number of udrs remetl Taal number of units for sak Daly soucelsl Was fhe mled created by tlce coroer~ipn of edstlno building(st ido a PUD? C-] Yes ^ No B Yes date of conversion Does th Imlect contorts any mtllb-tlwlillino ands? ^ Yes ^ No Data Soumelsl Are the unhs common demems aM recreatlpn facilidas cpmplde? ^ Ves ^ No g Np tlescnbe the staNs d completion. Are the common ekmen6leasatl to or by Me Homeowners' Assaclation7 ~I Yes ^ No X Yes describe tle mdal terms antl optlpw. O¢stnbe fommoll ekmend antl reCre~apllal iaplll5¢e. Fmtldie Mac Forts 2055 March 2005 Page 3 of 6 Fannie Mae I°arm 2055 March 2005 Form 2055-'WinTOTAL' appraisal sahware by a la mode, hlc.- LWI}ALAMODE J.P. Morgan WARREN J CALLAWAY co JOEL O SECHRIST ATTORNEY AT LAW 568 OLD YORK ROAD ETTERS PA 17179 Re: Financial Confirmation Dear Shareholder: Account Number: 7100022088 Registration: WARREN J C'ALIAf>OAY 1010 S MARIGET ST MECHANICS~URG PA 17055-4723 Account Creation Date: 2/1$/10 Issue Name off Stock: BANCO SANTANDER S.A. Total Share Balance on 9/9/11: 1,012.000 Certificate Shares: 0.000 DRS/Book-Entry Shares: 1,012.000 Dividend Reinvestment Plan Shares: 0.000 Dividend Amount Paid YTD: N/A Closing Price per Share on 9/9/11: $7.87000 Ticker Symbol for the Company is: STD Stock Exchange: NYSE Post Office Box 64504 St. Paul, MN 55164-0504 www. ad r. com/shareholder May 16, 2012 Please note that as a depositary, we are not directly connected to the stock market. The above price is given as an estimate and i:; not a guarantee of a specific price. If you have amy questions, please call our Contact Center toll-free at 888-810-7456. Our Contact Center Specialists are available to assist you Monday through Friday from 7 AM to 7 PM Central Time. You may also send an email to us by selecting "Contact Us" at any time while online at www.adr.com/shareholder. Sincerely, JPMorgan Chsise Bank, N.A Exhibit to Schedule B eon, JPMorgan Chase Bank, N.A. "ZFNCJ137~71111 ~Y~YIYIY" J P. Morgan JPMorgan Chase Bank, N.A. Post Office Box 64504 St. Paul, MN 55164-0504 www.ad r. com/shareholder WARREN J CALLAWAY co JOEL O SEGHRIST AT70RNEY AT LAW 568 OLD YORK ROAD ETTERS PA 17 i19 Re: Financial Confirmation Dear Shareholder: Account Number: 7100022088 Registration: 'WARREN J OALLAWAY 1010 S MARKET ST MECHANICSBURG PA 17055-4723 Account Creation Date: 2/18/10 Issue Name of Stock: BANCO SANTANDER S.A. Total Share Balance on 9/12/11: 1,012,000 Certificzte Shares: 0.000 DRS/Book-Entry Shares: 1,012.000 Dividend Reinvestment Plan Shares: 0.000 Dividend Amount Paid YTD: N/A Closing Price per Share on 9/12/11: $7.50000 Ticker Symbol for the Compahy is: STD Stock Exchange: NYSE May 16, 2012 Please note that as a depositary, we are not directly cohnected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. If you have any questions, please call our Contact Center toll-free at 888-810-7456. Our C:ontad Center Specialists are available to assist you Monday through Friday from 7 AM to 7 PM Central Time. You may also send an email to us by selecting "Contaact Us" at any time while online at www.adr.com/shareholder. Sincerely, JPMorgan Chace Bank, N.A. Exhibit to Schedule B IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII 'ZFNCJ13716111~YIY~Y~Y` s Peter B Arnold Financial Advisor 3780Trindle Road Edwal'dJones Camp Hill, PA 17011 BUS. 717-731-167'2 MAKING SENSE OF INVESTING Joel O. Sechrist 568 Old York Road Etters, PA 173'19 Dear Joel: Re: 531-07052 Warren Callaway Estate DOD value - 9/10/2011 December 2, 2011 Per your request, 1 am writing to provide valuation for the following security belonging to Warren Callaway, now deceased The total value of the securitiies listed below was $24,584.17 on 09/10/2011 . Qty Description Cusip or Maturity Rate 'Total Value Accrued Symbol Date Interest(*muni) 25,000 Cank of America. 06050xge7 O6/15/27 6.8% $23771.95 $$812.22 Corp Bond The values were obtained from an outside historical pricing service, and while we believe that they are reliable, we do not guarantee their accuracy. Respectfully, Peter B Arnold Financial Advisor Exhibit to Schedule B Edward Jones, its employees and financial advisors do not provide tax or legal advice. You should consult with a qualified tax specialist or legal advisdr for professional advice on your specific situation. The information provided is believed to be reliable, but its accuracy and completeness are not guaranteed. Cost basis information may be from an outside source that has not been verified. Cost basis is provided for information only and should not be used for tax purposes without the assistance of your tax preparer. www.edwardjones.com HEARTLAND FUNDS AMERICA'S VALUE INVESTO R° Distrit~utetl by ALPS Distributors, Inc. P.O. Box 177, Denver, CO 80201 ib00~432-7856 www.heartlandfunds.com JOEL O. SECHRIST, ESQUIRE ATTORNEY AT LAW 568 OLD YORK ROAD ETTERS, PA 17319 May 16, 2012 Re: Account NumberXXXk~20 Dear Joel O. Sechrist Esquire, Thank you for contacting the Heartland Funds. Per your request, please find enclosed the account statement for Warren Callaway's Individual Account number XXXXX20. The enclosed statement provides the account balance as of September 10, 2011. This account was opened on 10/2]./2008 and currently there aze no beneficiaries on this account. If you have any questions regazding the enclosed information, please contact our Investor Services Depart-rrent at (800) 432-7856 Monday through Friday 9:OO~un to 8:OOpm EST. One of our Heartland Investor Service Representatives will be pleased to assist you. Heartland Funds Enclosure(s): Summary Account Statement(s) 0ltiginal Request Exhibit to Schedule B Summary Account Statement Mailing Address: WARREN J CAL.LAWAY 1010 S MARKET ST MECHANICSBURG PA 17055-4723 Account Registration: WARREN J CALLAWAY Account Number: 1000220 SSN/TIN : On File Account Holdings on x/10/2011 Fund Shares Owned Price VALUE PLUS INVESTOR 645.2570 25.72USD Total Account Value in USD: * Total Account Value includes all applicable funds Year-To-Date Earnings,Summarv On 9/10/2011 Total Value Total Cost Basis Cost Basis / Share 16,596.01 USD NA NA 16,596.01 Income Short Term Fund Dividend Capital Gains VALUE PLUS INVESTOR 0.00 USD 0.00 USD `Total Account Earningsin USD: 0.00 0.00 Total Account Earnings includes all applicable funds Activity in VALUE PLUS INVESTOF Trade Date Transaction Tvoe 0 911 0/2 01 1 Beginning Shares Balance Gross Amount Price Per Share 16,596.01USD 25.72 USD Total Div Lono Tenn & STCG Capital Gains D.00 USD 0.00 USD Share Amount Shares Owned 645.2570 645.2570 Printed By: Erika Gearhart. Print Date sand Time: 5/16/2012 10:14 AM. Fund Group Name: HeartlandFunds Page 1 of 1 1ANUS Go farther® For January 1, 2011 to September 30, 2011 Nonretirement Account Summary Account Number: 306993842 Individual Account Account Registration: WARREN J CALLAWAY Activity _ _ _ Value on I:hange in Value on Jan 1, 2011 Addflions Withdrawals Market Value Sep 30, 2071 Janus Twenty fund D Shares $98;3fi7.59 $0.00 $0.00 -$74,773.10 $83,594.49 JNTFX-43 Totai i 488,8S7.5g ~ 50.00'. '~' f~Ii:00 ^~'t4,773f0" 563,3lid.d.4'. PerFormance Fund Janus Twenty Fund D Shares Your personal returns as of September 30, 2011. Year- One Annualized io-Date Year Since IncepYwn (ncep#ion Date -15.02% -7.17% 10:30% Oct 24, 2008 Transactions Date Description Janus Twenty Fund D Shires There were no transactions duri Sep 30,:201 1 Ending ~ali this statement Number of Price Pw Shares Share (NA18 Exhibit to Schedule B Dollar Amount See the last page for an explanation of #erms and other irdormation. Page 2 of 6 Data presented is past perfo{manse which is no guarantee of future results. ~7t~~J~p~~ T. ROWE PRICE SERVICES, INC. WW W.TROW EPRICE.COM Y.U. COX l /SUL Baltimore, Maryland 21297-1302 4515 Painters Mill Road Owings Mills, Maryland 21117-4903 May 11, 2012 Joel O Sechrist Esquire Attorney at Law 568 Old York Rd Etters PA 17319 Subject: Account Valuation Dear Mr. Sechrist: We ar<; writing in response to your request for a valuation of the accounts registered to the late Warren J. Callaway. Please express our condolences to his family. We can confirm the following information regarding his accounts as of September 9, 2011: Mutual Fund Account Number Shares Share Price Balance Accrued Dividends International Discovery 52423458-5 626.215 $39.55 $24,766.80 N/A New Asia 52665230-1 1,164.157 $17.84 $:!0,768.56 N/A Growth Stock 752600-8 1,752.728 $30.30 $53,107.66 N/A Latin America 522779478-3 1,240.893 $46.22 $57,354.07 N/A We have provided this information as of September 9, 2011, because September 10, 2011, was not a business day. These accounts were individually registered to Mr. Callaway, and there were no beneficiaries. We have no other accounts registered to Mr. Callaway. We have also enclosed statements that include account information from January 1, 2011, through September 30, 2011. Please note that these statements include average cost information per share for each account with the exception of the Growth Stock Fund account. We were not tracking the cost basis of that particular account. Exhibit to Schedule B T.RawePlrice INVEST WITH CONFIDENCE C~bancorpm Fund Services, LLC P.O. Box 701 Milwaukee, WI 53201-0701 JOEL O SECHRIST ESQ May 15, 2012 ATTORNEY AT LAW 568 OLD YORK RD ETTERS PA 17319 Deaz Mr. Sechrist: REFERENCE NUMBER: 00452966 TOCQUEVILLE GOLD FUND ACCOUNT NUMBER: 191900401 E WARREN J CALLAWAY Thank: you for contacting the Tocqueville Trust. This letter is in response to your request for information regazding any accounts held by Warren J. Callaway. Please note that the above referenced account is the sole account held by Warren J. Callaway within the Tocqueville Trust. There aze no beneficiaries or joint owners listed on this account. Due to Warren J. Callaway's death occurring on a weekend, we aze providing the account values for the Friday preceding and the Monday following Warren J. Callaway's date of death. The following table shows the value of the account as of the close of business on September 9, 2011, and September 12, 2011: Date; Number of Shares Net Asset Value Total Value 09/09/2011 463.399 $91.55 $42,424.18 09/12/2011 463.399 $89.40 $41,427.87 Pleasf; consider this the written confirmation you requested. Please contact our Shareholder Services Department, Monday through Friday 8:00 a.m. - 7:00 p.m. central daylight time, at (800) 697-3863 if we can provide any addntional assistance. Sincerely, f>`l.PiX~b' LP.{,YI.PiLUP.UPX U.S. Bancorp Fund Services, LLC As Transfer Agent for the Tocqueville Trust Exhibit to Schedule B usbfs.com Vanguard® May 14, 2012 JOEL O SECHRIST ESQ 568 OLD YORK RD ETTERS PA 17319 Re: Estate of WVarren J. Callaway Dear Mr. Sechrist: P0. Box 2600 Valley Forge, PA 19482-2600 www.vanguard.com I am respondi~hg to the letter we received requesting a valuation of Warren J. Callaway's Vahguard account as of September 10, 2011. The information requested is inc~luded on the enclosed account value report. If you have an,y questions, please contact me at 888-237-9045, Ext. 37008. I will be pleased to Bassist you. You can reach me on business days from 8:30 a.m. to 5 p.m., Easterh time. Sincerely, ~°~7.~'i t{ru~SaC.~ .. Jeanette Harpbld Transition Associate Enclosure(s): **Warren J. Callaway -Individual Account Report 52055432 Exhibit to ScheduleB ~e~ Warren J Callaway C/O Lori G 6ieneyton 1067 2nd Ave Hellertown, PA 18055-1603 Page > 1 of 1 " Vanguard Client Services: 800-662-2739 Total report value: $420,699.02 (Total report value includes any accrued dividends.) w e , ', .. .. ', ,. Name' Fund & Account ~ Date '. ~- Pnce Per '. vccruee Number Opened: Shares Sha?e`* Value* ~ 'Dividends: ' ~ Windsor~Funr9Admiral 5022-88030157796 10724/2008 5,148.871 $39.77 $204,770.60 - Windsorll'Fund Inv - 0073-88030157796 10/24/2008 1,587.178 $23.42 '$37,171.71 -. 5001ndex Fwnd Adm 0540-88030157796 10/24/2008 814.743 $106.77 $86,990.11 - 500 fndezfund Adm. ~~ 0540-88045450352 31/05/2010 536.072 $106.77 ,$57,236.41; - Growth and Income Inv 0093-88030157796 10/24/2008 1,409.971 $24.49 $34,530.19 - Totals `: $420,699.02- :- $0.00- " As of the prior business date, 1, since the report date is a nonbusiness day. 1254254514 05/14/2012 15:51:15 St MEMBERS 1St REGULAR SAVINGS ACCOUNT: Acwunt Number/Suffix Date Acwunt Established Principal Balance at Date~~ of Death Awrued Interest to Date bf Death Total Prlncipal and Accrued Interest Interest Earned 01/01/2011 -09/1012011 Name of Joint Owner CHECKING ACCOUNT: AccounE Number/Suffer Date Acwunt Established Principa~~l Balance at Dat of Death Awrued Interest to Date bf Death Total Principal and Awrujed Interest Interest Eamed 01/Ot/20tl 1 - 09/10/2011 Name of Joint Owner INVESTMENT SAVINGS ACCOUNT: Awounll Number/Suffix Dale Account Establishep Principal Balance at Date of Death Accrued Interest to Date pf Death Total Prlncipal and Awr4ed Interest Interest Earned 01/01/2011 -09/10/2011 Name of Joint Owner CERTIFICATE OF DEPQSIT Acwunt Number/Suffix Date Established Principal Balance at Dat$ of Death Accmed Interest to Date lof Death Total Principal and Accrued Interest Interest Earned 01/01/2011-09/10/2011 Name of Joint Owner 'CERTIFICATE OF DEPOSIT Acwunt Number/Suffix Date Established Principal Balance at Dat@ of Death Accrued Interest to Date lof Death Total Principal and Awryed Interest Interest Earned 01/01/2011 -09110/2011 Name of Joint Owner 276267-00 12/07/2005 $8521.45 $0.52 $8521.97 $6.22 None 276267-11 12/27/2005 $6626.98 $0.17 $6627.15 $3.34 None 276267-05 08/05/2006 $19093.14 $1.65 $19094.79 $42.63 None 27626743 10/21/2010 $21396.81 $7.07 $21403.718 $197.00 None 2762674 12/13/2010 $25286.79 $9.91 $25296.70 $276.01 None MEMBERS 1sT FEDERAI- CREDIT UNION Tessa L Klugh Lending Insurance Support Specialist March 9, 2012 Estate of: WARREN J CALLAWAY Date of Death: 09110/2011 Social Security Number: 211-22-7246 Exhibit to Schedule E 5000 Louise Drive P.Q Box 40 Mechanicsburg, Pennsylvania 17055 (800) 7.83-2328 wwwmemberslst.org