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HomeMy WebLinkAbout11-26-12 (2) 1505610101 REV-1500 EX(oi-io) OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number PO Bureau of Individual Taxes oEP.w.ME , F I'EVEIUE NHERITANCE TAX RETURN BOX 28o6oi ,Z, I O Q D Harrisburg, PA 17128-o6oi RESIDENT DECEDENT D ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 8q is D68z as'©9,0/0 03a$ 92z Decedent's Last Name Suffix Decedent's First Name MI TH0/h, 8 i/LL !4-M H (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI N/ Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return O 2. Supplemental Return O 1 Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number FS SIf O L DS 71 7 76 6 0219 REGISTER OF WILLS USE ONLY f s:> First line of address r C? I 6 C~otls~ •Co~D Second line of address ft~ _ r- C1l A )l ) Cam'" -7? i- r7 City or Post Office State ZIP Code 'DATE FILED' 4 N /y1 / C' S g 0 /c' G PA ~ _719 5-S 9 7-:3 Correspondent's e-mail address: CeSh / Gla~S 3~ (~Gfr//~1~Sf. /j Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE F PERSO ESPONS E FOR FIL TURN DATE A L"2 ADDRES E~~y ~u~ jf 9x3 Bstnejb d H rico $ SIGNATURE JEPAR OTHEAN RE ENTA DATE x Cr 4131z- 5P ADDRESS Cy/¢,2LES /S'/~C1~S ro C/Quser Opon ~l°Cl14/!iC b r• I90S PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610101 1505610101 ~ry 1505610105 REV-1500 EX J Decedent's Social Security Number Decedent's Name: -3! IWAS~ A)14ZII¢ OW IW Y T 6 0 RECAPITULATION 1, Real Estate (Schedule A). 1. O 9 O Q. O d 2. Stocks and Bonds (Schedule B) 2. f 9 a to • 41 Q 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. • Q 4. Mortgages and Notes Receivable (Schedule D) 4. . Q Q 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. y g a 6 Q~ • .3 6. Jointly Owned Property (Schedule F) p Separate Billing Requested 6. . Q Q 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) p Separate Billing Requested....... , 7. . Q Q 8. Total Gross Assets (total Lines 1 through 7) . 8. (Q 'j Q 9. Funeral Expenses and Administrative Costs (Schedule H) 9. 7 3 -7-7 S 3 r 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) 10. a g yj 11. Total Deductions (total Lines 9 and 10) 11. bf 12. Net Value of Estate (Line 8 minus Line 11) 12. S "1 tQ p q (P . 11 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . 11 a 2 s 0 . S z 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. t7 3 a. 4 j TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 D . Q Q 15. . 00 16. Amount of Line 14 taxable at lineal rate X .0 1W S 7 Lf ~f s . 9 16. (6 7 0 .01 17. Amount of Line 14 taxable at sibling rate X .12 a C2 17. 18. Amount of Line 14 taxable at collateral rate X .15 a Q 0• C Q 18. 19. TAX DUE .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=:) Side 2 1505610105 1505610105 REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME W t L L STREET ADDRESS -CITY Yr~H/C'S Bu2G - - STATE ZIP / 7a SQ - Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) pZ (p O 9 D . D'__ 2. CreditstPayments A. Prior Payments B. Discount ay Total Credits (A + B) (2)~S DOQ. QO 3. Interest (3) ~ 5 3, o! 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ❑ b. retain the right to designate who shall use the property transferred or its income; ❑ c. retain a reversionary interest; or ❑ d. receive the promise for life of either payments, benefits or care? ❑ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ❑ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ❑ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ❑ Q IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. l t E k;ne /A /YW ike al ~isla fe 5796, _O ?41 5/f G'tiar,fr_-Aech6 00wh_L,'h a2, Lfs-o.sl a573 Sub Are ^ N , ;z q s 16 I d 44 A - 5c,pez, ~ u~sf fvJ. /br~~ - , boo, oa C l~,o = //.70- co ~.~_fo = 2S, ~7p• kGrry Alf// 570 yq: qG Lj) 7"WAl due a~, oqa, o7 a I i i I { i 1 i f COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE t f, A BUREAU OF INDIVIDUAL TAXES'' DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 0131 17 MULL KERRY R 400 QUEEN ROW STREET HERNDON, VA 20170-3130 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold 101 $23,750.00 ESTATE INFORMATION: SSN: 184-12-0682 FILE NUMBER: 21 10-0501 DECEDENT NAME: THOMAS WILLIAM HENRY DATE OF PAYMENT: 07/29/2010 POSTMARK DATE: 07/28/2010 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2010 TOTAL AMOUNT PAID: $23,750.00 REMARKS: RECEIPT TO ATTY CHECK#1019 INITIALS: CJ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER REV-1502 EX+ (11-08) r pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER r o,mks, w1411,41# y, ;Z o- soi All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION I. Pane/ GT 44W i.Wforvvev A41N a arv8//,l louse- C'al`c~ i`! Si~~~or .5~o~y~g ~ow/IS`i ip~ ~tt nr 6 cr~Qnd ~O ~va~~, ~in ~lvvaiA, Ewa ~ /~uiri~icrecl 4 s trJh; ~r ©•r,~! /~/v~r!, /~9e ~1ia~ti~sd ~i oo~ /7oso. ~ . Gii7f- 71/X A emu/ 'If MP Y 10/~~, yDD. o0 e keew -5e.f we&1 sfi' ed a ch eW) x/80, 9©0, TOTAL (Also enter on Line 1, Recapitulation.) If more space is needed, insert additional sheets of the same size. Tax Parcel Number: 38-21-0291-096 THIS INDENTURE MADE THE .tel day of in the year of our Lord two thousand and eleven (2011). BETWEEN KERRY R. MULL, a.k.a. KERRY ROBERT MULL, as Executor of the Estate of WILLIAM HENRY THOMAS, a.k.a. WILLIAM H. THOMAS, deceased, late of Silver Spring Township, Cumberland County, Pennsylvania, Grantor, and JAMES M. GRIFFITH and KATHRYN L. GRIFFITH, husband and wife, currently of 6 Meade Drive, Carlisle, Cumberland County, Pennsylvania, Grantees. WHEREAS, the said William Henry Thomas, a.k.a. William H. Thomas, was vested in his lifetime with title to the premises hereinafter described, in the Township of Silver Spring, County of Cumberland and Commonwealth of Pennsylvania; and WHEREAS, the said William Henry Thomas, a.k.a. William H. Thomas, departed this earthly life, testate, on the 9'11 day of May, 2010, and Letters Testamentary were duly issued to the said Kerry R. Mull, a.k.a. Kerry Robert Mull, by the Register of Wills of said Cumberland County, docketed to No. 21-10-0501; and WHEREAS, the lands herein-mentioned were not specifically devised: NOW, THEREFORE, THIS INDENTURE WITNESSETH, that the said Kerry R. Mull, a.k.a. Kerry Robert Mull, Executor, as aforesaid, for and in consideration of the sum of ONE HUNDRED EIGHTY THOUSAND NINE HUNDRED and No/100ths ($180,900.00) DOLLARS, and other good and valuable considerations, to him in hand paid by the said Grantees, at and before the ensealing and delivery hereof, the receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released, and confirmed, and by these presents, by virtue of the power and authority in him vested by the Fiduciaries Act of the Commonwealth of Pennsylvania, does grant, bargain, sell, alien, release, and confirm unto the said Grantees, their heirs and assigns: ALL THAT CERTAIN PARCEL piece or parcel of land situate in Silver Spring Township, Cumberland County, Pennsylvania, as set forth on a Final Subdivision Plan for Trindle Spring Development, Section One, Trindle Spring Development Company, as prepared by Robert G. Hartman, Jr., P. E., R.S., and recorded in the Recorder of Deeds Office of Cumberland County, Pennsylvania in Plan Book 58 Page 15 and more particularly described as follows: BEGINNING at a point on the South side of White Oak Boulevard, said point being also a distance of 1,449.36 feet southerly of the intersection of the south side of Hogestown Road and the South side of White Oak Boulevard; thence by the South side of White Oak Boulevard, North 30 degrees 47 minutes 49 seconds East, a distance of 75.00 feet to a point at Lot No. 18; thence by same, South 59 degrees 12 minutes 11 seconds East, a distance of 140.00 feet to a point at Mulberry Crossing Section No. 1; thence by same, South 30 degrees 47 minutes 49 seconds West, a distance of 75.00 feet to a point at other lands now or formerly of Trindle Spring Development; thence by same, North 59 degrees 12 minutes 11 seconds West, a distance of 140.00 feet to a point, the place of BEGINNING. BEING Lot No. 19 on the aforementioned Final Subdivision Plan for Trindle Spring Development, Section One, Trindle Spring Development Company, and containing 10,500.00 square feet, more or less. UNDER AND SUBJECT to set back lines, easements and conditions as shown on the aforementioned Final Subdivision Plan and restrictions and conditions as set forth in the Declaration of Trindle Spring Development Company that is recorded in Cumberland County Miscellaneous Book 364, Page 87. BEING the same premises which Trindle Spring Development Company, a general Pennsylvania partnership consisting of Detweiler Enterprises, Inc., James O. Lawrence and Edward W. Seik, Sr., as partners, by their deed dated May 3, 1990 and recorded in the Recorder's Office aforesaid in Deed Book "O", Volume 34, Page 944, granted and conveyed to William H. Thomas and Elfleda C. Thomas, husband and wife. The said Elfleda C. Thomas departed this earthly life on April 16, 1995, whereupon full and absolute title to the said premises vested in the said William H. Thomas by the laws of the Commonwealth of Pennsylvania incident to tenancies by the entireties. His said estate is the Grantor herein. TO HAVE AND TO HOLD the said messuage or tenement and tract of land, hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said Grantees, their heirs and assigns, to and for the only proper use and behoof of the said Grantees, their heirs and assigns, forever. AND THE SAID GRANTOR, Executor, as aforesaid, his successors and assigns does covenant, promise and agree to and with the said Grantees, their heirs and assigns, by these presents, that the Grantor has not done, committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered in title, or otherwise howsoever. IN WITNESS WHEREOF, the said Executor of the Estate of William Henry Thomas, a.k.a. William H. Thomas, deceased,'Grantor herein, has hereunto set his hand and seal the day and year first above written. Signed, Sealed and Delivered in the Presence of. SEAL - z /w R. MU L, Execu or of the Estate of WILLIAM HENRY THOMAS, a.k.a. WILLIAM H. THOMAS, Deceased I/,/- L&Z~ (SEAL) a. a. KERRY OBERT MULL, Executor of the Estate of WILLIAM HENRY THOMAS, a.k.a. WILLIAM H. THOMAS, Deceased COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF CUMBERLAND ) On this, the day of , A.D. 2011, before me a notary public, in and for the Commonwealth of Pennsylvania, personally appeared KERRY R. MULL, a.k.a. KERRY ROBERT MULL, known to me (or satisfactorily proven) to be the person whose name is subscribed as Executor of the Last Will and Testament of William Henry Thomas, a.k.a. William H. Thomas, and acknowledged that he executed the same in such capacity. IN WITNESS WHEREOF, I hereunto set my hand an official seal. Notary Public My commission expires: (SEAL) CERTIFICATE OF RESIDENCE I do hereby certify that the precise and exact post office address of the within Grantee is: 3' v m . /)A t~ o S~ Atto ey for' tee Previous editions are obsolete Corm HUD-1 (;1roo) rer Haneooorc asuo.~ A. Settlement Statement U.S. Department of Housing and Urban Development B. Type of Loan OMB A royal No. 2502-0265 1. UFHA 2. ❑FmHA 3. ❑Conv. Unins. 6. File Number 7. Loan Number 8. Mortgage Insurance Case Number 4. ❑VA 5. ❑Conv. Ins. 11090 is o Tin is is o give you a s i amen o , 11 ac ua settlement costs. moun pa to an by the settlement agen are s own. C. Note: Items marked "(p.o.cl" were paid outside the closing, they are shown here for information purposes and are not included in the totals. TdIeExpress Settlement System WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. penalties upon conviction can include a fine and im rs:nment. Far details see: Tide 1s U. S. Code section 1001 and Section 1010. Printed 05/03/2011 at 09:47 KS 0. NAME OF BORROWER: James M. Griffith and Kathryn L. Griffith ADDRESS: 6 Meade Drive Carlisle PA 17013 E. NAME OF SELLER: Estate of William Thomas ADDRESS: F. NAME OF LENDER: ADDRESS: G. PROPERTY ADDRESS: 37 White Oak Blvd., Mechanicsburg, PA 17050 Silver S rin Township H. SETTLEMENT AGENT: 1st Advantage Settlement Services Inc., Telephone: 717.591.7755 Fax: 717-591-7756 PLACE OF SETTLEMENT: 6375 Mercu Drive Suite 102, Mechanicsburg, PA 17050 1. SETTLEMENT DATE: 0510312011 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 180 900.00 401. Contract sales rice 180 900.00 102. Personal property 402. Personal property Settlement changes to borrower line 1400 3,389.75 403. 104. 404. 105. 405. Adjustments for items aid b seller in advance Adjustments for items aid b seller in advance 106. City/town taxes 406. City/town taxes 107. Count taxes 05103111 to 12131/11 371.32 407. County taxes 05103/11 to12131/11 371.32 108. School taxes 05103111 to 06130111 236.61 408. School taxes 05/03/11 to 06130111 236.61 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 184 897.68 420. GROSS AMOUNT DUE TO SELLER 181 507.93 200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Deposit or earnest money 1,500.00. 501. Excess Deposit see instructions 202. Princi al amount of new loans 502. Settlement chances to seller line 1400 13 724.02 203. Existin loans taken subject to 503. Existing loans taken subject to 204. 504. Payoff of First Mortgage Loan 205. 505. 206. 506. Inheritance Tax Escrow 25 350.00 1st Advantage Settlement Servi 207. 507. 208. 508. 209. 509. Adjustments for items unpaid b seller Adjustments for items unpaid b seller 210. City/town taxes 510. City/town taxes 211. Count taxes 511. Count taxes 212. School taxes 512. School taxes 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 1,500.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 39 074.02 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from borrower line 120 184 897.68 601. Gross amount due to seller line 420 181 507.93 302. Less amounts aid by/for borrower line 220 150000 602. Less reduction amount due seller line 520 39 074.02 303. CASH FROM BORROWER 183 397.68 603. CASH TO SELLER 142,433.91 Previous editions are obsolete form HUD-1 (3ft)6) rat HanobOOk 4305.1 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: 11090 PAGE 2 SETTLEMENT STATEMENT TitleEx ress Settlement System Printed 05/03/2011 at 09:47 KS L. SETTLEMENT CHARGES PAID FROM PAID FROM 700. TOTAL SALESBROKER'S COMMISSION based on rice $180,900.00 = 9,045.00 BORROWER'S SELLER'S Division of commission line 700 as follows: FUNDS AT FUNDS AT 701. 4,522.50 to Re/Max 1st Advanta a SETTLEMENT SETTLEMENT 702. 4,522.50 to Coldwell Banker Select Professionals 703. Commission aid at Settlement 9,045.00 704. Commission to Re/Max 1st Advantage 250.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee % 802. Loan Discount % 803. Appraisal Fee 804. Credit Report 805. 806. 807. 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to $ /day 902. Mortgage Insurance Premium for 0 Mont to 903. Hazard Insurance Premium for 0 mont to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo. /mo 1002. Mori a e Insurance mo. /mo 1003. City Property mo. /mo 1004. Count Property mo. 46.47 /mo 1005. School taxes mo. 121.98 /mo 1009. Aggregate Analysis Adjustment 0.00 0.00 1100. TITLE CHARGES 1101. Settlement or Closing Fee 1102. Abstract or Title Search 1103. Title Examination 1104. Title Insurance Binder 1105. Document Preparation 1106. Notary Fees to Kristen D. Shive 5.00 1107. Attome 's fees includes above items No: 1108. Title Insurance to 1st Advantage Settlement Services Inc. 1263.75 includes above items No: 1109. Lender's Policy 1110. Owner's Poli 5011442-15145 180 900.00 -1 263.75 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees Deed 62.00 Mortgage Release 62.00 1202. City/County tax/stamps Deed $1,809.00 Mortgage 1,809.00 1201 State Tax/stamps Deed $1,809.00 Mortgage 1,809.00 1204. Deed Mortgage 1205. Deed Mod a e Release 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1303. Radon Mitigation to Mike Sheet Home Inspections 745.00 1304. Brokers Fee to Coldwell Banker Select Prof. 295.00 1305. Sta in Fee to Vera Bickford 1800.00 1306. Tax Certification Fee to 1 st Advantage Settlement Services Inc. 10.00 1307. Final Sewer 417-5/3 to Silver Spring Township Authority 20.02 1400. TOTAL SETTLEMENT CHARGES enter on lines 103, Section J and 502, Section 3 389 .75 13 724,02 HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a two and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that 1 have received a copy of the HUD-1 Settlement Statement. e o s WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE The HUD-1 Settlement Statement which I have prepared is a two and accurate account of this UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION transaction. I have caused or will cause the funds to be disbursed in accordance with this statement. CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010. VS11 SETTLEMENT AGENT: DATE: REV-1503 EX+ (6-88) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Shares ¢f eo/ lnM 5/0ek of Amdenf&/ F;~an~%al ~Ac, 0016D. 20 Ixr 5 are = 426. i4c~ (see `416!417010 colcu /a 6,an sheet a Ac!ec/) TOTAL (Also enter on line 2, Recapitulation) $ (if more space is needed, insert additional sheets of the same size) PRU Historical Prices Prudential Financial Inc Pruden Stock - Yahoo! Finance 1/3/11 11:08 AM New User? Register Sign In Help Trending: Elaine Mellencamp Yahoo! Mail -VAX400'6 FINANC Search _WebSearch Dow t1.05! Nasdaq t1A3% HOME INVESTING NEWS 8r OPINION PERSONAL FINANCE MY PORTFOLIOS TECH TICKER GET QUOTES r a ch Prudential Financial, Inc. (PRU) At 10:52AM EST: 60.21 11.50 (2.55%) e Q TRppACCDccE 'Commission FOR DAYS . fMR "Fe F(1GG60 71, ~J1 trtrtwt Mounts uo Historical Prices Get Historical Prices for. Set Date Range I Daily Start Date: May : t 7 2010 Eg. Jan 1, 2010 Weekly r End Date: ' May : t 10 2010 Monthly j f' Dividends Only !`Get Prices First Previous Next Last _ I Prices Date Open High Low Close Volume Adj Close` ' May 10, 2010 60.27 62.81 60.11 62.62 5,838,800 61.30 May 7, 2010 60.01 60.87 57.0 58.15 8,733,100 56.92 Clos for dividends and splits. First I Previous Next I Last FADownload to Spreadsheet 6?. 8/ t d o.// t (a 04 7 Ile 57. oo = aSID, 79 q=60. Currency in USD. lut i I Copyright: 2011 Yahoo! Inc. All rights reserved. Privacy Policy - About Our Ads - Terms of Service - CopyrightllP Policy - Send Feedback - Yahoo! News Network Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, NYSE and Amex. See also delay times for other exchanges. Quotes and other information supplied by independent providers identified on the Yahoo' Finance partner page.Quotes are updated automatically, but will be turned off after 25 minutes of inactivity. Quotes are delayed at least 15 minutes All information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Yahoo! nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found therein. Fundamental company data provided by Capital IQ. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI) International historical chart data, daily updates, fund summary, fund performance, dividend data and Morningstar Inoex data provided by Morningstar, Inc. http://finance.yahoo.com/q/hp?s=PRU&a=04&b=7&c=2010&d=04&e=10&f=2010&g=d Page 1 of REV-1508 EX . (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF -r*t3lnA-5A1141-1# 41n FILE NUMBER a/-~o-soi Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH fEssess~b,~ r%rhs per c5a4- alep as;t Gc e ;n yen /dry aj-Pae Awk an .7'Kq~ aoio; .4. ,}s~s'nr-fad L'o:rls ~~T.OS 9 &1nmeMorahile Co,4s ®T Kn iemw yalue -esh;4iat "Vo Csee 6461 Vepas,2- 6vx lnkerl,&-y ¢rl'` a1m1J. a- Am- twh;ws and re;.nburs emenfis Per z) f emenf- .5hce.f apen cWe o~ IPS,i~e~1`•a/ /m/ esfafe per se-hed.. A /3. L:ne Wit Re,Snfx Shcoo/ -s-"r 5r 36.6/ A Ced vGovs~ f aor OV st.3 Y-779 ddb, OgS.93 xat acer. 76 d.o.W. an 4. A~, bq C . Cc~: Dimas;t # os~ si3 9ob~ ~ D . T-n t a c cr: ~0 ol.o.d, oil C. f e/Y 7 YZ Nl'k /~P.~7asif t* /68 520 08-$4 F YA3, a sp. /b Znf- deer. A d,act on 6' S 66 (see ✓a/H4f,'vn /effer vffacheW) `✓~rchor;,r $a~k 4, Cert. Depos;t xxx 5"6!40 SO, 000, o0 Znf acct. an ¢ 1*7. Z7 (see Yu'faoh;w /eAr affacl ed) s rk /fon B, 4ak e'eet, bepos;t 3z8- o.2eFC)(oS~ /oo, oc~o. o0 8. 1., t -acct: ~ do,d, o~ r4 e. L'trt, Ael%*d 0.26 3 3 ig "379'V3 l7. 1nf acct, d a. a(. '04 C x.2 oc)r, 00 Jr / g•Go ~'Se e v*1k(,f S'on /e liter a~'/`a cLierl (sec Cart hat~a~S a~ !tea TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ~T OF %<,l0/yl~fS, ~/u~A/jl !y Fl~E No- ~l-/v --Sa/ %nr .5,i` FP g szs - - *Osss- cs- LiJf ace%:_ /V W-0. q! '04 D, 5? tie ?IAD_/ 6; 9Z a_,rf__ accr: fv aaa! or_ G_ _ _ _ ~`~f. 65' (see. -v _ 1~ri.. l~Oas f At alo O/O a9C, 63 45; O;z 3 4 W,19141 04 -4 7, Y,6 L'ert. befiesit # 315 ool S'S.3 6b 2-7, 707,0/ ~.;f Orel. ve, d o~! 0,7 E _ C~erf. 7kpos<t f~` 31.0 00/ p.2/ 70 oao. 4° _ ~n f Qc' _ a! o, q! ary _ _ ~S~ SSA egos;t 0 31o 003 317 96 _ Y3,9%wY 9/ 7 ~kef 46 ss~_ a~__//oyz Ow -T I ~SeG l~.f~Ka~ioh jeAelr arac-4c*1) eAwin-14j7 / 44117 /Aems oit fnemo•-a d.%~ c~i fi Ja-h-r XMry hit: /::W- /P -3'_ of 1aSt w111 1 1 ~SeC !~<t~K¢ n0/1 ~tr I~TGlm"re9' 5 1 Rl ac~L~J 9//vn _ k C~Z70,i No, 36 23 --Oo!!O __~jD. 92 /0.✓p,IITOr q! r 5Fd'o.7S l677MAIS _AC /E57 S OA &7y PC--P 1NS7?2G" C.r1O l ~lqulrD ,f}-rD~/ Di= ~'~CGI.7a•P A._. l,P'l - rfelerence fv 4-ilroadl:ana Im horst_'49c ores.' %I~ w dRi»s had already been sold r-t Horst audion__ (Apr;i al, aoo-7) -0- B. _ aeIA3 _ old 6 G~oNes_ 4u4 ee/s',_of girl"S lc, PA on _ 5 V// y _ "17 , 56 6-50 G'. hems Sold dy C'ow2S~zuuo~s, /11anlre: (r'~ _ vn ~~ri / 7, l ~S• ors on 41, AOI/ j I ~ Pew 3 1 SCHg-D. E Cdntd i C--T TiYQiIIS , cdit-cf.4 y. FILE /a. ; Chr~s,~r Tows ~ ~~rnfry /rl;~;ra~ , loos model. .T,fem wds -i'Y Cn~ Gf'rea~ ~O /YS~c>lullty b0-+')~G~arJc J ^ry / ~1~~D/7 .71"'zno- dPal~ i1abfe J per nl ffK6 $aok *,k.[ater~k~~ 4~ -5,-7 717. 13.1 lnlscellaneoAo (ends -I~fal/, n 5~3o.zs i _i i i_ _i i I i i i i f CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M. HOUCK TELEPHONE (717) 766-0209 (1912-1991) FAX (717) 795-7473 June 23, 2010 Mr. Al Forlizzi, District Administrator PA Dept. of Revenue Harrisburg District Office Lobby, Strawberry Square Harrisburg, PA 17128-0101 In Re: Estate of William Henry Thomas, Deceased File No.: 21-10-0501 Dear Mr. Forlizzi: Please find enclosed the original inventory report of the Safe Deposit Box we made on June 12, 2010 for your records. Thank you for your kind attention to this matter. Very truly yours, Charles E. Shields, III Attorney-At-Law CES/mjj Enclosure REV-485 EX+ (9-00) SAFE DEPOSIT BOX COMMONWEALTH PENNSYLVANIA DEPARTMENT OF REVENUE INVENTORY INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAL SECURITY R DEATH CERTIFICATE NUMBER WOO vc- DECEDENT'S NAME (LAST, FIRST, MIDDLE) DATE OF DEATH 7H- of A-S H,GNxY S- 9 - 20l D ADDRESS OF DECEDENT (STREET) (CITY) (STATE) (ZIP CODE) 37 4MIT42 a4,e 131-11D_ / =d11i6V1CS~d4&?6 *Of 7DSO NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) 0$041---S E. Sf_ 1Aza< eE (STREET NAME) (CITY) (STATE) (ZIP CODE) (P CL ouS 'c-1Z 40_ /hEw N/CS ~8 IeA6 NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) (RELATIONSHIP) KGleg y R. M 14a 57& (STREET NAME) (CITY) (STATE) (ZIP CODE) Wo 4uEw-ws Rind ST MFRA0101V 1/4 A0170 b. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) c. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) IU✓T N~ - rNC/. lyINDSOR PffieK A-OWCH (STREET NAME) (CITY) (STATE) (ZIP CODE) 5a 88 S! M psoN &Wxw /21~ /Yl ~C/yi4/1//C'SB ~l2G P~ ! 70 s g- 1 NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY .'andr-A Cella oA PNC- er ZP .201,0 zq-! 96 °/fl. DATE OF CONTACT TO RENT BOX NUMBER OF BOX TITLE UNDER WHICH BOX IS REQUESTED NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) b. (NAME) Gyrn ~ 7~co~s (STREET ADDRESS) (STREET ADDRESS) 37 Li/!1..k 0o'k elvd- (CITY~ (STATE) (ZIP CODE) (CITY) (STATE) (ZIP CODE) ~t'!P-m4en 1cs~u A 9S'0 • NAME AND TITLE OF EMPLOYEE TAK G THE INVENTORY CI 1A-2G4--S AF: sHI&FWs Mt. BY PSORT7 2A n OA) WAS A WILL IN THE BOX? ❑ YES >fNO If yes a. Date of Will; as W 7 / will 9i Lf/// kQ `e '~GI~ UI-s~d b. Name and address of personal representative, if f name name n the will v (NAME) ~irr /hu!/ ~L /rvok~~ (STREET IQAME) (CITY) (STATE) (ZIP CODE) A ~u1 = l~i/G/ n c+~.d~2 Y17 20/7D c. Name and address of attorney, if any (NA E) C'~-lcs (STREET NAME) (CITY) (STATE) (ZIP CODE) SAFE DEPOSIT BOX INVENTORY Page of INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last.date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (T) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ITEM NO ITEM DESCRIPTION NO. a 7, os 3 1 CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAF DEPOSI BOX- INVENT PRY: SIG RE SIGN E & 1) PR T ME ~6m~t AME AND CHECK PROPRIA E BOX BELOW: ( *r// /LS L-& PRINT TITLE DAT 1 y~ CHECK APPROPRIATE BOX: 44 ,V~Executor(trix) Administrator(trix) Estate Representative Q Joint owner of safe deposit box NOTE: Attach additional 81/2" x 11" sheet(s) if necessary or use duplicates of this page of form. Sovereign Bank ESTATE OF William H. Thomas SOCIAL SECURITY 184-12-0682 DATE OF DEATH: May 9, 2010 Account 0575135272 Type: CD Open date: 3/3/1995 In the name of: William H Thomas Date of Death Balance: $26,095.93 Int.(YTD) from 1/1/2010 to 4/30/2010 $121.59 Accrued interest to date of death: $4.64 Otherlnfo: Account 0575139068 Type: CD Open date: 8/14/1995 In the name of: William H Thomas Date of Death Balance: $50,499.14 Int.(YTD) from 1/1/2010 to 4/30/2010 $147.82 Accrued interest to date of death: $147.82 Other Info: Account 1685208884 Type: CD Open date: 11/13/1997 In the name of. William H Thomas Date of Death Balance: $23,231.16 Int.(YTD) from l/l/2010 to 4/30/2010 $68.01 Accrued interest to date of death: $5.66 Other Info: Page 1 of 1 Fax transmittal 7/26/2010 1:29:57 PM PAGE 1/002 Fax Server Ak.;;f -7124110 ti Reference ID: 3109741 Wachovia Bank Balance Confirmation Services P 0 Box 40028 Roanoke, VA 24022 July 26, 2010 CHARLES E SHIELDS III SUBJECT: Verification / Confirmation of Account and Balance Information provided for: Customer: WII,LIAM HENRY THOMAS (SSN# XXX-XX-0682) Date of Death: May 9, 2010 Detwsit Account Information Account Amowd Date of Death Average Balance DAc Maturity hderest A=wd YTD Date Type Numbs Bakmc Opened Date Ratc Irtcreat Merest Paid Closed CERTIFICATE OF )000=00=560 $50,000.00 1/1812008 11/18/2013 $147.27 $810.46 DEPOSIT LEGALTITLE: WH-UAM H THOMAS Pape 1 of 2 Fax transmittal 7/26/2010 1:29:57 PM PAGE 2/002 Fax Server ViNCH Referwoe ID: 3109741 * Date of death balance does not include accrued interest- * Tf date of death occurs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period 0-1.~TAX%Od Audrey Troutt Servicenter Associate Phone: (540)%3-7323 at; at By accepting this information, the recipient thereof represents and warrants to Wells Farr Bank, N.A ("Wells Fargo"), that the recipient is authorized by the customer to reow a lawfully this inormation. The recipient agrees that it will not disclose this information to any third party, unless compelled to do so by legal procav, and that it will lawfully use this information The reoipomt acknowWgas that Wags Fargo does not repasent and warrant that the information is complete and accurate. The recipient further admowledgm that the information may not discbse the entire relationship between customer and Welk Fargo. The information is subject to change without notice to the me p ant. The rac p grit agrees to indemiridy, defend, and hold Wells Fargo harmless from and against any claim resulting from the disclosure and use of the information by the recipient or from the breach by the recipient of any agreement, representation, or warranty contained herein. Wachovia Bank and Wachovia Bank of Delaware are divisions of Welk Fargo Bank, N.A Page 2 of 2 RiltmBank LISTENING IS JUST THE BEGINNING.s" June 25, 2010 Charles E Shields, III Attorney at Law 6 Closure Road Corner of Trindle and Clouser Roads Mechanisburg, PA 17055 Dear Mr. Shields, RE: William H. Thomas, deceased May 9, 2010 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Checking #3623-00110 Date of death balance $11,430.92, opened 5/12/06, titled in his name alone DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 328-0240652 $100,000.00 $379.43 5.12% 5/12/06 5/12/11 Titled in his name alone 328-0263317 $21,000.00 $19.06 3.68% 12/17/08 9/17/10 * Titled in his name alone If you have any other questions, please feel free to contact me at (717) 291-2436. Sincerely, A Joshua A. Groff Credit Confirmation Processor w 1.800.FULTON.4 fultonbank.com Fulton Bank, N.A. Member FDIC. Member of the Fulton Financial Family. j4ETR0 BANK 3801 Paxton Street Harrisburg • PA • 17111 mymetrobank.com 888.937.0004 June 15, 2010 Charles E Shields III 6 Clouser Rd Mechanicsburg PA 17055 RE: Estate of: William H. Thomas Tax Identification Number: 184-12-0682 Date of Death: May 9, 2010 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Time Deposit Account Number: 802525 Date Opened: 01/08/2009 Primary Owner: William H. Thomas Principal Balance: $10588.05 Accrued Interest: $0.58 Date of Death Balance: $10588.63 Account Type: Time Deposit Account Number: 7700173040 Date Opened: 02/24/2010 Primary Owner: William H. Thomas Principal Balance: $10648.92 Accrued Interest: $4.65 Date of Death Balance: $10653.57 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, Diana Reynolds Metro Bank Research Associate/Deposit Services Oct. 6. 2010 2:52PM PNC BANK 412-705-2747 No. 1329 P. 1/2 I i i (-1""PNC t.EARMIG THEWAY October 6, 2010 Charles E Shields III, Esq. 60 Clouser Rd ` Mechanicsburg, PA 17055 ' RE: William H Thomas SSN: 184-12-0682 DOD: 05-09-2010 Dear Mr. Shields: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Certificate of Deposit Account # 21001029663 Established: 08-10-1995 WILLIAM H THOMAS DOD balance: $ 45,021.38 + 67.46 accrued interest Interest paid 01-01-2010 thru 05-09-2010 $ 281.48 YTD Account # 31500155366 Established: 05-21-1999 WILLIAM H THOMAS DOD balance: $ 22,707.01 + 16.15 accrued interest Interest paid 01-01-2010 thru 05-09-2010 $122.41 YTD Account # 31006192170 Established: 07-20-2000 € WILLIAM H THOMAS DOD balance: $ 25,000.00 + 24.54 accrued interest Interest paid 01-01-2010 thru 05-09-2010 $ 156.31 YTD Account # 31000331796 Established: 10-08-2008 WILLIAM H THOMAS DOD balance: $ 38,384.91 + 1.67 accrued interest Interest paid 01-01-2010 thru 05-09-2010 $ 251.18 YTD Checking Account Account # 5140064092 Established: 01-01-1978 WILLIAM H THOMAS DOD balance: $ 11,282.90 + 0.09 accrued interest Interest paid 0.1-01 -2010 thru 05-09-2010 $ 6.51 YTD Page 1 of 2 Oct. 6. 2010 2:52PM PNC BANK 412-705-2747 No,1329 P. 2/2 I Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, 1 National Financial Services Center PNC Bank, N.A. Member FDIC s Page 2 of 2 ` CVRR Collection from Bill Thomas Estate Description Value CVRR Invitation to th Opening of the Carlisle Division $300.00 CVRR Annual Reports, Bound 1876-1882 $50.00 CVRR Reproduction Images from Howard Etter Estate, 5 Albums $50.00 CVRR 1900 Directory of residents and businesses $50.00 CVRR Rulebook, 1910 $25.00 CVRR Relief Association Membership Booklet $10.00 CVRR Annual Passes, 4 $120.00 CVRR Clergy Passes, 2 $40.00 CVRR 1857 Stockholders Report, Missing Cover $25.00 CVRR Report by William Milnor Roberts $25.00 CVRR Postcards $350.00 CVRR 150th Anniversary Tickets, 1st Day Covers, Trinkets $20.00 CVRR Booklet, Presentation of Tea Set to Boyd $20.00 CVRR Booklet, Dillsburg Branch, Attractive Williams Grove $50.00 CVRR & NCRy Interlocking Tower Signal Instructions $5.00 CVRR Timetable w/Williams Grove Map $35.00 CVRR 1913 Timetable - Howard Etter Stamp $15.00 CVRR 1908 Timetable - Separated $15.00 CVRR 1917 Timetable including P/S $25.00 CVRR 1917 Timetable, small version $25.00 CVRR $1 Script, torn in half $20.00 CVRR Track Chart $25.00 CVRR Misc Receipts, Cancelled Checks, Freight Bills $25.00 CVRR Timetable pages torn from County Directories (6) $30.00 CVRR Buttons (8) $40.00 CVRR Chambersburg Shop Token $15.00 CVRR Signal Lock Keys (2) $20.00 CVRR Ticket, Last Train through Carlisle 1936 $5.00 CVRR Machine Shop Forms $15.00 CVRR Track Grading Orders $20.00 CVRR 1835 Stock Certificates (4) $140.00 CVRR 1890 Framed Timetable $400.00 CVRR Broadsides (2) $300.00 CVRR Relief Maps, Rough (2) $50.00 CVRR Letter, Intent of Construction $50.00 CVRR Print, Burning of the Cumberland Valley Bridge $150.00 CVRR Construction Photo, Potomac Bridge, Cropped $40.00 CVRR Excursion Tickets (8) $40.00 CVRR Stereo Card $40.00 CVRR Locomotive Photos (4) $120.00 $2,800.00 AjE:'MOR*A,'J) u.Mt I L is F/NG of pEOP_so Nfl-G Ty ~,e s l _OF _ Gl/!!Lli3/j1 _ %/l~~f 5 _ _-rcEnin . ,,Z~_to ~osa~ Lir,~lVG ~2ov/~l ~d~LdZf~X. c~%a a5 to Alf T.~._ _ _ _ _ may, sa L : o 7S'Bp _ _ _ CLK,~ ~7S uo OF~iCF' ,wo~r1 .~duC ~Q.t ~'asoa Item 5u o Giw l ~a a in in° 2E tuns. 7hio~.v S' ~ESTfi -TE' AW-reA14-1- ?y B~Da2ooM _ _ .~sao _ ~~~►tc-- T~~ G~~- _ _ _ mss: _23, 7-c&uizvw see /11fIS? e Zt--P"CAI _ 7 &006 i T.~ 3 _9' 7.S, oa .3 zs- P19 f- c 14 _ is _ `-A 9 3.7s c4n 4440r/ . _ Pot Y Dim V-r,Q. R.7- D a 10 app" ~-Qu1h 11'l D InrfhJ 75, ~a Zvi n.l q $r 4t, i ToML /igX,7.6- From: KERRY MULL <kmu110116@verizon.neb Subject: Van valuation Date: November 7, 2012 1:21:16 AM EST To: Charles Shields <ceshields3@comcast.neb Reply-To: KERRY MULL <kmull01169verizon.net> Charlie, I am having a bit of trouble with email, so I am not sure if you got my response to your query about the van value. As of May 13, 2010, the estimated value of the 2005 Chrysler Town & Country Base Model (SWB) in Good/Clean condition with 105K miles: Kelley Blue Book Trade-In: $3,825 Q rivate Part: $5,625 Jai f'o as. DO f S 93 D~ ~ 551, D ~ - ~ _ S ~7 I • 65V Retail Value: 5 J Edmunds/AutoTrader Trade-lm rivate Pa : $5,934 Retail Value: $6,9 6 Kerry Mull 4923 Bunclody Court Henrico VA 23228 REV-1511 EX+ (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. m~.ipet2, ~>•ere~.~ i~-dome eF /Y)eeha,,n ~ ~~~u~ > t~, 9 41.31 a. Sjo r" itm &mettr 4sA. ~ G -&w- veasnj ~I DO.eo 3. Monumen GucrkS, Monwn&-v~ C-h ~av;n ~S);eo ~ ~fa/ ~Sfafisfic.s ,~dalho,r~a/ d~dfl, ~ r; pup /1?Cal !c>f gvsss SMaK Mouse, /I?ec+hamics6Kr X33`5; 46 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) ~n W,41 1/,=J) Street Address 4 921 &VI C1OL7Jy (L1 . City A/en/'!CD State _YAZip Year(s) Commission Paid: 2. Attorney Fees Chmo-les k: .3h;e k& y1). a, bas o0 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant ,L1 _ ~iLfE" E'L/G/Q'Z 46:' lVD/►.~F Street Address City State Zip Relationship of Claimant to Decedent L 4. Probate Fees "d ©!'/g and 1SStsG D~ S{7p~t CCrt`'i ~j~q,)ps 73. SQ 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. tee;mb. iv C65. AMe- Us gr add .f zb,,t ee +.-.Is. >Ea~.Qa Re:.hb, t 'has.~a's adre~t. L'a.►, bc.-larla~ Lam, ~otirnm► 7S,oo Nks. Sh~e%Js ^ advrrt`. far/~S/e &hAS% / l4$.D/O Re.~,` ~ C~ias. aSlu'e/r1s ~r add: f sl~o.~t C tr1: ~s. ~8, ~ F%%►y FT.& Al /r' :S1`er af' /ri•%/s %S. Ao ~a hC191 f'o,y1*1 A4197 Z 01Z wi//s 0 qao, OD rSee Coff ca,0lSbA Meet g7*cheWJ TOTAL (Also enter on line 9, Recapitulation) $ TY 775. 39 (If more space is needed, insert additional sheets of the same size) ~ a .SGMEP, H, erd w- ~5 l3._ L'ast~ _ ?qtr ES,_~d1yl/Ii SSi©hS~_ St eIZ, jt12! ~~l`lr~e•~~ Shleef _uen _ t Yale af Via/ e5lztr. r _~A 1~.1Wi 5;'" ~ T ?D. _ _ - fJs/.S', Be Z,ee /.7o3 Ryalty 09• _ C. L: nc 13e3 /fa it ^'Izzw4on /flake c~/eo, V 114rie isiloo, 7 K7. &Altvel Acre. c~eW YIW Btv L--. Gilt 13a$' Yene ~iitg F _ /i • Oa k he /:7 '0 _c~--^Me#t -&vA em. Aw, %0. lop _ G. /inG /.FD7 final o wet / ~ri1rK/it`, Si%ver- c~~v/': ~y j ,~0• e.2 l _ Brt ff 1.ecl~li.rlcr,,~Risa/ _ c~/a~ ons _ _ Cl _ _ _ '3oo, av ~.5. f sot, aStac i,ck, _ _Comers*oe lawd rraAsArl _Tfle Os~raet Chus. ,o' 4 elVc Ya~uaion ~ rvei-e~n 3r f o• _ eQeimb. l Chas. c5h;dals 4f . eerf,~. /114iljir~s, POO;~e, A,(Aofocopies, ?}?ansattSan ~e o.~ gfa/e _ B.~ Pu~%nfia/_~itaiJC.gt; emtx~rcn _ _ 677o APP-2o2 _ t/I(or : Ame SerYru w•fi;npmt ;scs tarts m4infcc; neW _So_ _ ne "u ld _4e &m a r t ~~a ~/e 6/e _ /.i/e - CQ;e . o~ e~rrer~e~teres 7a, sZ _ al LL/_l_;k lr~afe _ _ _ _ ";,P f 9 00 Jor a7 _ _ n;feE/ Wa tt _ /h •/9 n '03 un;+ed Wat r ~s,87 31. Pen n Ida st 32. Vim- i zon b. 37 33, ~P L %`f 1. Sn s ern nuahoh Sheet~_ l ofe.oo 3Y, s~ l vW Sprin9 7 wv,, s~, ~ewcr (see, 3 SUE-D), 14, Conf d. ESr OF %Polwsl w1ccm /V 36._ PPL _ _ oZY~.S7 1 .300. 3f. - 79F yo, f _444 _kasre _ - f y 3S /APL ~6 5/4 III. !/P./►i~o~ IC. 79 `l`, aS /dV" S ci /d ~r ~nS O. _ ewer %al , eo 317.57 yob. un~fca~ safer _ %t~, ys' Yj pool- '~~SF4~ b/ y1 lln;fr Sor; /2mw4 i c carry IDf~L #l Sf 3.0 ~ 57 _14V4,011 S . lln} lr er _ _ _ _ 'pro, y9 6.6y W.- ytj PAner, ZA wn MAN / 20. co Go?. Ali 2Abeg Oo jtt-S, C,& &Iog i nj of u►,s - advert' Se ~vr _ 63. NobuKo Maki, rem o 11.(n j l P,1YIQ;n; 'rurn ► 4mre from prem *Ses _ _a?oD.oo _ -,r ;prim; --.--s- I (oq Paek;~j Sup lies o6fa6ned -6m oX ce MAX _ _pro1•er,I an ¢ of 'imam, _r au.&h'oo, et- , tvb le ;n ~ra n_s f 2y07,8o CC se.e_ Conf ,nuca.Van sheef) l y 5'0-yE'J. H cons w I ~S % ~l= ~X~m13-s, 1vGuttrr1 fl, _ ~c~ ~'o, _ a/-Lv-S'o/ 105• TMvxs o ri se Ce-~°p._ of =IVUSI /f;i',SdAe a*V1JivmA~ Premises ~ytc/ C~r~11~s 7~'erro 3 t if size j 5applemewIV__~lcmo~~rlu~am_ ~._eim6ur.e fPri~r~ f~cr- y /taut/r m; lea ai`D~t/~.ssce /lfrti j~1'iS ~n t4rY~s~s 7~ lrior/~ on/ p_~11LSPt Sale, tD Supe r Sr PA9 hD_ _ 40 e'~ to f of _7a/ a<weAone ir/fo,~tirq,L!aosr arc~ea~) F~. G~j~~ses sf` f/Ofc/ sl`~_ ~tnJfli~_~•~~~ I6}~~ 2~/I ~;~t:b~,.,t..) 3oa,47 6oN/es Aluek-I cen- _ r _sak sf W -S, aii _ ~/IG~S}D o~ Ar_ sale W ;Zo// 778 AOS- L~C• plc o f _ Z®!, q3 G. So b~ 1`/7el1SES af- o p~ircy ~An. a~~j, 20/1 Scc~rd.:sio/1,;/i2: /~oNfc~~7-~Z I~ 1 f l~' 1 ► Scy~, h!. SuPPCE~tErv/~L /y1F"rna~e~ti~ u nl f~f~77~R~12A Teitl odl/ ©~'/ouS~,(~ S.E~U+D J°Rv7.=,0,71 /c? W,,5, 355 G'oA'T~n~ TS T~Y~'r~ ~bF ~s7? t)F T G/ylS, rvrt, /~}I iY. lL~ ND. d/SID- Std/ q'- i¢/j /fineric~nf~'Od/S"v~ /Cr/ylfe_ Tf _ o~/. 7,0 3. /~4el~ver cAOwe c_ _ 80 11me _ Da,7& ~i _1~Ct1r.,9Ty, Wf._4j_ 5y,51em 41onilorr' - AZtvq,oo Dece4ent was a well- Known dealer !M books, ephellerae,aAd Seen. 7orn h;s w l l cvncQ Az:(-r rei_L<ces /2 li'ke)aS -Can be, alsor-ted and ofu . _TAe alarzr sysfem was installed -/v pm~- ect'_ Valuable ~f r1S 4 _ prem;s=s _unh'l _ col!d e Cart .lUy~.t~_ ccndl &a_ch'oned Qnd JJnov,'WeW CLsI ~tc~c~i m is _ ~se// ~1 U~patszt refand t 41 OE 1i-oust ) --TrrV l n yeafer, 5hed i,kC hee/yy rg1acQn wt- of boorn a4 d /k/ _d Co pet 4-4&1e_ , 79.x; 00 Shee~, repa;r_ _of assorted w;ncloc s_ /Q ovfEgl Supt/. eS anw maf~r.arlS.n Zowes'.y ~f f Lew e,'5 _ _ _ 190.Sy ~3_ Loom's f7o3.~6 _ IYS; 2,7 rYome Z df - Y• 67 Loales _ Lf1M~ 5 '~Slrf.3z_ _ _ lY ►!UU A_,sortcd _ereXiTs_ 4r ReiurPS - a • 9 _ ¢L~ 591.3(v A_ _ !.Lome _/1WO C. _ waa mart "79.. G 4 b._ t.otues__ _x•33 _ ~ .SCE/~, •'Y. Slf PILL E /1~tEN Ti9-L /1?E/ylp~Al_/~ ~fh'1 G: G~/a/-/}fart bb. Y7 nIat "7(. G/ A-4 I Mcrt At _ 73.oZ k._ ,l er 2T `f 907.6 g_ W mg _ f dd Z,,ecvn Se~rr,~e. /~o, 9z I 1 REV-1512 EX+ (12-03) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF A FILE NUMBER i a/-/D -sO/ Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~a;le Hccrve~ e ,¢ssocioctes a. ~tlec~ Harvey ~)re ~f-SS~a.l~es ~.57~.2L 3. C'a y%1/ U~~e~eitc~. Plzysic:ans 3 % vf< GJest ~►o~e .E/rtS 9 $3 ~j,~ ~itrR~ 52.rV>r`GGS 96.31 PSG 9 98,51 1• Yew; zon d: l•!~~ fear ~i~ ~.~r 4•~ wasr f5ry.3S lo, ~o~Cas~' ~ Sy..T3 ! -rrk - Grew -Lawn het-vi`cc s yS. TOTAL (Also enter on line 10, Recapitulation) $ a a. X5 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (11-08) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 7'q'0'w A-S, Gd/L1-1-4Al a/-/D -s?~~ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 2116 (a) (1.2).] 1. Kerry R. M u fl s -don a _-~sor ted ,,lri'sana Icy y9 -?3 ,8unc%dy Cf; , f Henri co, 11.4 0?3,g R 8 Per- P a, c . ,-otin /+I bright Res%dke per 6 c?(o Gr sfDhe load, Cerlislc, Pfd 17013 P /P3 =)~2,eoo, oo ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 11'le0han j c sbwr!:j %&161:0 L; b pu 1Ps Z (a),(b), (d), ud 4. W prDC66 S of 74 aLCCI'Dn ~alzs A) RoWes At"'or) 13,1, q. 87 Cpneshla Au tRo n f 5; 3 3 b. IS Cones igq A y, 3 09. 3V TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET. $ oZ ~a 0. S Z If more space is needed, insert additional sheets of the same size. LAST WILL AND TESTAMENT OF WILLIAM HENRY THOMAS I, WILLIAM HENRY THOMAS, currently of the Silver Spring Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done: 2. I have been fortunate enough to have managed to have accumulated several collections of local interest. I direct that those which are listed. below in this paragraph be sold at a public auction locally and that the net proceeds therefrom be given to the Mechanicsburg Public Library: a) My collection of old photographs, including a good number takrenn by o 0 : Samuel Kuhnert. 1, "I sy G~;_? r l7 b) My collection of postcards and miscellaneous items of Mechanii>~ Cumberland, Dauphin and Per Counties including the localiti C", 2,_ located therein. `cam m C) My collection of carvings, art, prints, and paintings, including a good number of items by Ned Smith, excepting, however, the woodcarving of a red-tailed hawk, which I hereby give and bequeath to my step-son, KERRY ROBERT MULL. d) My book collection as it relates to Mechanicsburg, Cumberland, Dauphin and Perry Counties, including the localities located therein. 3. 1 give and bequeath, all of my books and other items related to the old Cumberland Valley Railroad, to my friend, John Albright, of Carlisle. In the event that he predeceases me, this gift shall lapse and the items are to be sold along with and the proceeds distributed as per those items in Paragraph 2 above. 4. The balance of my Railroadiana, book, post card and ephemera collection shall be sold at a public auction at the Horst Auctioneers in Ephrata, Pennsylvania. The net proceeds therefrom shall also be given to the, Mechanicsburg Public Library. 5. It is my wish that my friend, Kinsey Baker, of Lancaster be retained to handle the preparation of my collections for auction. Any fees he might charge and any reimbursement for any expenses he might incur for so doing shall be deducted from the proceeds of the respective auctions. 6. I give, devise, and bequeath all the rest, residue, and remainder of my estate, real, personal, and mixed, whatsoever, and wheresoever situate, to my stepson, KERRY ROBERT MULL.: a) In the event that he predeceases me, then the residue of my estate shall go to his daughter, ERIN HEATHER MULL, per stirues. 7. I nominate, constitute and appoint my stepson, KERRY ROBERT MULL to be the Executor of this my Last Will and Testament. In the event that KERRY ROBERT MULL should predecease me or for any reason be unwilling or unable to act as such Executor, I nominate, constitute and appoint my sister, VELMA WOLLTT, of Silver Spring Township, Cumberland County, Pennsylvania, to be Executrix in his place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of Wills for the .purpose of administering my Estate. My Executor or Executrix should consult with my friend, Rev. Edward Rosenbery concerning the best mode of auctioning my collections, he to be given a reasonable compensation for his troubles. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of /l1/?V41V.✓ A.D.2001. LO (SEAL) WILLIAM HENRY THO S Signed, sealed, published and declared by the above-named WILLIAM HENRY THOMAS 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.