The URL can be used to link to this page

Home My WebLink About11-20-12 (2)J 1,50561,1,],88 EX (02-11)(FI) ,-~; REV-1500 penn~ anii3 OFFICIAL USE ONLY PA Department of Revenue ""'""""""""~ County Code Year Bureau oflndividualTaxes INHERITANCE TAX RETURN Po Box zaosoi 21~ 1, 2 Harrisburg, PA 17128-0607 RESIDENT DECEDENT File Number 0556 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 1,90 1,8 0269 02 23 2012 Decedent's Last Name Fluman (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return Q 4. Limited Estate ~ 6. Decedent Died Testate (Attach Copy of Will) 0 9. Litigation Proceeds Received MMDDYYYY Date of Birth MMDDYYYY L2 1,9 1,922 Suffix Decedent's First Name Sr• Willmore Suffix Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Q 2. Supplemental Return [~ 4a. Future Interest Compromise (date of death after 12-12-82) Q 7. Decedent Maintained a Living Trust (Attach Copy of Trust) Q 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) MI MI Q 3. Remainder Return (Date of Death Prior to 12-13-82) Q 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes Q 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name Daytirne Telephone Number Robert C • Saidis, Esq • 71,7 245 6222 _ First Line of Address Saidis, Sullivan 8 Rogers Second Line of Address 26 W• High Street City or Post Office State ZIP Code Carl isle PA 1,701,5 n -, ,--- .. - .._ REGISTER O~It LS USE ON~ ~-r ) ~ _ ~ ~ _. ~ `i'ce, ,.. ... ~ } ~^ ~~c .. V...J `~ -.... ~ . FL' _ ~ ,~ DATE FILED ~;-'y Correspondent's a-mail address: rS81dIS(~ssr-attornevS.COm Under penalties of perjury, I declare that I have examined this return, including accornpanyingschedules and statements, and to the best of my knowledge and belief, it is true, correctand complete. Declaration of the preparer otherthan personal representative is based on all information of which preparer has any knowledge. SIGNATUREOF PERSON RESPONSIBLE FOR FILING RETU fc `'~~. ~ ~ DA E ~` ,, , L ADDRESS i See schedule the SIGNATURE OF PR EP REROT A R NATIVE D TE DDRESS 6 W. Ig Carlisl 013 PLEASE USE ORIGINAL FORM ONLY Side 1 1,50561,1,1,88 1,50561,1,1,88 ~~ r~ F r~ ,--, Estate of: Willmore Fluman Sr. Candace L. Fluman 45 Impala Drive Dillsburg, PA 17019 Co-Executors Willmore Fluman, Jr. 132 Orebank Road Dillsburg, PA 17019 190-18-0269 J Rev-1500 EX (FI) 1,505611288 Decedent's Name: W l l l m 0 r 2 F 1 U m a n S r RECAPITULATION 1. Real Estate (Schedule A) •••••••••••••••••••••••••••••••••••••"'• 1• 2. Stocks and Bonds (Schedule B) •••••••••••••••••••••••••••••••••••• 2• 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • • • • • • 3• 4. Mortgages and Notes Receivable (Schedule D) • • • • • • • • • • • • • • • • • • • • • • • • • 4• 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) • • • • • • • 5• 6. Jointly Owned Property (Schedule F) l~ Separate Billing Requested • • • • • • 6• 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) l~ Separate Billing Requested . • • • • • 7. 8. Total GrossAssets(totalLineslthrough7).••••••••••••••••••••••••••• 8• Decedent's Social Security Number 190 18 0269 359,600.00 525,454.14 0.00 0.00 12, 769 • 99 20,639.56 0.00 898,463.69 9. Funeral Expenses and Administrative Costs (Schedule H) • • • • • • • • • • • • • • • • • • 9• 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) • • • • • • • • • • • • • 10. 11. Total Deductions (totalLines9and10) •••••••••••••••••••••••••••••• 11. 12. Net Value ofEstate(Line8minusLinell)••••••••••••••••••••••••••••• 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) • • • • • • • • • - • • • • • • • • • • • • • 13. 14. Net Value Subject to Tax (Line l2 minus Line l3) • •• ••••••• • • • • • • • • • •• •• 14. 51, 705.54 77,504 • 41, 109,209.95 789,255 • 74 0.00 789,255 • 74 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 D • D D (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 7 8 9, 2 5 3 7 4 16. at lineal rate X .045 17. Amount of Line 14 taxable D • D D at sibling rate X .12 17. 18. Amount of Line 14 taxable ~ • D D at collateral rate X .15 18. 19. TAX DUE .................................................... 19. 20. FILL IN THE OVAL IF YOU ARE RE(]UESTING A REFUND OF AN OVERPAYMENT Side 2 1505611288 1505611288 0.00 35, 516.42 0•DO 0•DO 35, 516.42 D J Rev-1500 DC (FI) Page 3 Fite Number Decedent's Complete Address: 21 12 0336 Willmore Fluman Sr. STREET ADDRESS 120 S. Ridge Road STATE ZI P c1TY 17007 Boiling Springs PA Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 35, 516.42 2. Credits/Payments A. Prior Payments 15,000.00 13. Discount 750.00 Total Credits (A + B) (2) 15,750.00_ 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Fill in oval 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) 19, 766.42 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 retain the use or income of the property transferred ••••••••••••••••••••••••••••••'•""' a ^ . b. retain the right to designate who shall use the property transferred or its income • • • • • • • • • • • • • • • • ^ c. retainareversionaryinterest •••••••••••••••••••••••••••""""""•'•""""' ? • • • • • • • • • ^ ^ • • • • • • • • • • • • • • • • • • d. receive the promise for life of either payments, benefits or care If death occurred after Dec. 12, 1982, did decedent transfer property within one year 2 . of death without receiving adequate consideration? •••••••••••••••••••••••••••••••••""" ^ 3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? • • ^ Did decedent own an individual retirement account, annuity or other non-probate property, 4 . which containsabeneficiarydesignation? ••••••••••••••••••••••••••••••••••"""""' ^ IF THE ANSWER TO ANY OF THE ABOVE GIUESTIONS 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. Sect. 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. Sect. 9116(a)(1.1)(ii)]. The statue 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. Sect. 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. Sect. 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. Sect. 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. REV-1502 EX+(01-10) pennsylvania SCHEDULE A utNnnis:.=.wr c:~ s:f v~~rr;:f INHERITANCETAXRETURN REAL ~~+~~~~ RESIDENTDECEDENT ESTATE OF: willmore Fluman Sr. FILE NUMBER: 21 12 0336 All real property owned solely or as a tenant in common must be reported at fair market value. Fair marketvalue is defined as the price at which property would be exchanged between a willing buyerand a willing seller, neither being compelled to buy or sell; both having reasonable knowledge of the relevant facts. If more space is needed, insert additional sheets of the same size. TaxDB Result Details Detailed Results for Parcel 22-11-0284 DistrictNo 22 Parcel ID 22-11-0284-031. MapSuffix HouseNo 120 Direction S Street RIDGE ROAD Ownerl FLUMAN, WILLMORE C/O PropType A PropDesc LivArea 3235 CurLandVal 180700 CurImpVal 272800 CurTotVal 339600 CurPrefVal 66800 Acreage 10.00 C1GrnStat Y TaxEx 1 SaleAmt 1 SaleMo 10 SaleDa 29 SaleCe 20 SaleYr 02 DeedBkPage 00254-01194 YearB(t 1985 HF File Date 12/21/2004 HF Approval_Status A Page 1 of 1 031. in the 2010 Tax Assessment Database http://taxdb.ccpa.net/details.asp?id=22-11-0284-031.&dbselect=l 3/20/2012 REV-1503 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RFCIf1FNT IIFC'Ff)FNT SCHEDULE B STOCKS & BONDS ESTATE OF Willmore Fluman Sr FILE NUMBER 21 12 0336 All property jointly-owned with right of survivorhsip must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 5064 shares of Verizon Communications -See attached valuation and 192,558.60 copies of Dividend Payment Information showing numbers of shares owned for Holder Account Numbers 00004244192, 00004244036 and 00000478989 2 7805 shares of AT&T, Inc. Stock -See attached valuation and copies of 236,881.75 Dividend Payment Information showing numbers of shares owned for Holder Account Numbers 02015000905, 00004489951 and 03002135751 3 686 shares of Vodafone Stock -See attached valuation, Affidavit, and 18,734.66 document from BNY Mellon regarding Investor ID 125348137982 4 216 shares of NCR Stock -See attached valuation, Stock Certificates for 4,635.36 108 shares, and letters from UPPR LLC showing numbers of shares owned 5 438 shares of Alcatel-Lucent Stock -See attached valuation and letters 1,103.76 from UPRR, LLC stating number of shares owned 6 1536 shares of Comcast Stock -See attached valuation and Account 44,044.80 Information dated April 4, 2012 for Account Number 3500567751 showing the number of shares owned 7 108 shares of LSI Stock -See attached valuation, Affidavit, and documents 914.76 from Computershare regarding Account Numbers 3******531 and 3******549 8 1214 shares of Frontier Communications Corporation Stock -See attached 5,547.98 valuation and copies of Dividend Payment Information showing numbers of shares owned for Holder Account Numbers 00002559439, 00001320769 and 00002559552 9 185 shares of Century Link Stock -See attached valuation and copy of 7,279.75 Dividend Payment Information showing numbers of shares owned for Holder Account Number 02001031271 10 216 shares of Teradata Corp Stock -See attached valuation, Affidavit and 13,752.72 documents from Computershare regarding Account Numbers 0***'`**796 and 0******788 TOTAL (Also enter on line 2, Recapitulation) I 525,454.14 (If more space is needed, insert additional sheets of the same size) Estate Valuation Date o f Death: 02/23/2012 Esta te of: Willmore Fluman, Sr. Report Type: Date of Death valuat ion Date: 02/23/2012 Number of Securities: 10 Proces sing Date: 08/06/2012 F ile ID: Fluman.Willmore.Sr. Shares Security Mean and/or Div and Int Security or Par Description Hig h/Ask Low/Bid Adjustments Accruals Value 1) 5069 VERIZON COMMUNICATIONS INC (92393V109) COM New York Stock Exchange 02/23/2012 38.17000 37.88000 H/L 38.025000 192,558.60 2) 7805 AT&T INC (002068102) COM New York Stock Exchange 02/23/2012 30.48000 30.22000 H/L 30.350000 236,881.75 3) 686 VODAFONE GROUP PLC NEW (92857W209) SPONS ADR NEW New York Stock Exchange 02/23/2012 27.92000 27.20000 H/L 27.310000 18,739.66 q) 1214 FRONTIER COMMUNICATIONS CORP (35906A108) COM New York Stock Exchange 02/23/2012 4.59000 4.55000 H/L 4.570000 5,547.98 5) 185 CENTURYLINK INC (156700106) COM New York Stock Exchange 02/23/2012 39.63000 39.07000 H/L 39.350000 7,279.75 6) 216 NCR CORP NEW (62886E108) COM New York Stock Exchange 02/23/2012 21.71000 21.21000 H/L 21.460000 4,635.36 7) 216 TERADATA CORP DEL (88076W103) COM New York Stock Exchange 02/23/2012 64.05000 63.29000 H/L 63.670000 13,752.72 g) 1536 COMCAST CORP NEW (20030N200) CL A SPL The NASDAQ Stock Market LLC 02/23/2012 28.92000 28.93000 H/L 28.675000 49,049.80 10) 108 LSI CORPORATION (502161102) COM New York Stock Exchange 02/23/2012 8.63500 8.30500 H/L 8.470000 919.76 11) 938 ALCATEL-LUCENT (013904305) SPONSORED ADR New York Stock Exchange 02/23/2012 2.58000 2.46000 H/L 2.520000 1,103.76 $525,954.19 Total Value: $0.00 Total Accrual: Total: $525,954.19 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.0) /, ver~~n *************AUTO**3-DIGIT 170 00010810040282 0 4 0 2 8 2 ICI'I~I11~~11~1~~~111~1~~11111~~~~11~~11~1'll~ll~l~~~~~~~lll~~l~~ WILLMORE FLUMAN SR 120 S RIDGE ROAD BOILING SPRGS PA 17007-9712 ~omputershare Computershare PO Box 43078 Providence, RI 02940-3078 Within USA, US territories 8 Canada 800 631 2355 Outside USA, US territories 8 Canada 781 575 3994 vvww.computershare.com/verizon Holder Account Number 00004244192 I N D Record Date 10 Apr 2012 Check Number 0004501842 SSNlTIN Certified Yes 001 CSOOOS.DOMEQS_PG 1.VZN.005909_44756/040282/040282/i ., Verizon Communications Inc. -Dividend Payment Get Direct Deposit -Avoid Delays! It's fast; no more waiting in lines. It's convenient, even when you're out of town. It's easy to enroll; call us at 1-800-631-2355 and select option 1 "to access your account" and then from the account menu select "details of your last dividend", or see back for an authorization form. Dividend Confirmation Payment Date Class Description ( Participating ShareslUnits I Dividend I Rate Gross I Dividend ($) Deduction I Amount ($) Deduction l Type Net Dividend ($) 01 Feb 2012 COMMON 2,050 $0.50000 1,025.00 0.00 00 0 NIA NIA 1,025.00 025 00 1 01 May 2012 COMMON 2,050 $0.50000 ~.,. 1,025.00 . . , Year-To-Date Pald "_ 2,050.00 0.00 2,050.00 ® 1UDC VZN '~" )01 CD70003 / R OOHXDA-PP /- ver~~on **#****"'****AUTO**3-DIGIT 170 00010810040281 0 4 0 2 81, ili~iliiil~ii~il~~iii~i~liiliil~~liilllill~i~l~ilill~~~~liii~~i~~ WILLMORE FLUMAN SR 120 S RIDGE RD BOILING SPRINGS PA 17007-9712 ~omputershare Computershare PO Box 43078 Providence, RI 02940-3078 Within USA, US territories 8 Canada 800 631 2355 Outside USA, US territories & Canada 781 575 3994 www.computershare.com/verizon Holder Account Number 00004244036 I N D Record Date 10 Apr 2012 Check Number 0004501840 SSN/TIN Certified Yes 001 CSOOOS.DOMEQs_PG 1. VZN A05909_4475(/04028 I /040281 /i Verizon Communications Inc. - Dividend:..Payment met Direct Deposit -Avoid Delays! It's fast; no more waiting in lines. It's convenient, even when you're out of town. It's easy to enroll; call us at 1-800-631-2355 and select option 1 "to access your account" and then from the account menu select "details of your last dividend", or see back for an authorization form. Dividend Confirmation Payment Date Class Description I Participating I ShareslUnits Dividend I Rate Gross I Dividend ($) Deduction Amount ($) .Deduction I Type Net Dividend ($) 01 Feb 2012 COMMON 482 $0.50000 241.00 0.00 N/A 241.00 01 May 2012 COMMON 482 $0.50000 241.00 0.00 NIA 241.00 Year-To•Date Pald 482.00 0.00 482.00 1 U D C V Z N "~" 1 CD70003 / R OOHXDA-PP ;_ ver~~on _- - AUTO 3-DIGIT 170 00010810040277 ~ 4 ~ 2~ 7 ICI'I~Illi~ll~li~~lll'I~illllli~~ill~~llil'11~11~I~in~illll~ili~ _ WILLMORE FLUMAN 120 S RIDGE ROAD BOILING SPRGS PA 17007-9712 ~omputershare Computershare PO Box 43078 Providence, RI 02940-3078 Within USA, US territories 8 Canada 800 631 2355 Outside USA, US territories b Canada 781 575 3994 www.computershare.com/verizon Holder Account Number 00000478989 I N D Record Date 10 Apr 2012 Check Number 0004455168 SSNITIN Certified Yes 001 CSOOOS.DOMEQS_PG l .VZN.005909_44756/040277/040277/i Verizon Communications Inc. -Dividend Payment Get Direct Deposit -Avoid Delays! It's fast; no more waiting in tines. It's convenient, even when you're out of town. It's easy to enroll; call us at 1-500-631-2355 and select option 1 "to access your account" and then from the account menu select "details of your last dividend", or see back for an auth~~ization form. Dividend Confirmation Payment Date I Class Description I Participating I Dividend I Gross I Deduction I Deduction I Net ShareslUnits Rate Dividend ($) Amount ($) Type Dividend ($) 01 Feb 2012 COMMON 2,532 X0.50000 1,266.00 0.00 N!A 1,266.00 01 May 2012 COMMON 2,532 $0.50000 1,266.00 0.00 NIA 1,266.00 Year-To-Date Pald 2,532.00 0.00 2,532.00 1UDC VZN "'I' 01 CD70003 I R OOHXDA-PP at&t *************AUTO**3-DIGIT 170 00020210070621 0 7 0 6 21, 111'IIi111'11~11"I11'~'1111111"Ii111i11~'I~1~11111""Iill"I" WILLMORE FLUMAN SR 120 S RIDGE ROAD BOILING SPRGS PA 17007-9712 ~,omputershare ~" Computershare P.O. Box 43078 Providence, RI 02940-3078 Within USA, US territories 6 Canada 800 351 7221 Outside USA, US territories i3 Canada 781 575 4729 www.computershare.com/att Holder Account Number 02015000905 I N D Record Date 10 Apr 2012 Check Number 0014590270 SSNfTIN Certified Yes 001 C50078.DOMEQS_PG I.ATT.040533_245/070621/070621/i AT&T Inc. -Dividend Payment „~ _ Confirmation of Dividends Paid in Cash _ _ . Payment Date Class Description Participating Shares I Dividend Rate I Gross Dividend ($) I Deduction Amount ($) I Deduction Type Net Dividend ($) 01 Feb 2012 COMMON 202 $0.44000 88.88 0.00 NIA 88.88 01 May 2012 COMMON 202 $0.44000 88.88 0.00 NIA 88.88 Year•To-Date Pald 177.76 0.00 177.76 1 UDC A T T '~" 02r;~;7~»~~ OOHXDA-PP p .. ~~ ~ a & °'` __ ~= *************AUTO**3-DIGIT 170 00020210070597 0 7 0 5 9 7 -- ~= III'II1111~11~11~~111'I~III1111~~111111111'I1I111111""IIII~~I~~ WILLMORE FLUMAN 120 S RIDGE ROAD ~(,omputershare Computershare P.O. Box 43078 Providence, RI 02940-3078 Within USA, US territories b Canada 800 351 7221 Outside USA, US territories b Canada 781 575 4729 vvww.computershare.com/att BOILING SPRGS PA 17007-9712 Holder Account Number 00004489951 - I N D Record Date 10 Apr 2012 Check Number 0014182379 SSNRIN Certified Yes 001 CS0078.D0~4EQS_PG 1.ATT.040533_245/070597/070597/i '^lY+n'2~`/R .. ...... ~'.:'=LB . ... _..._ ? .~. ..7 sfR~1~9.3'REl!i'f"3 S34'!.T~f.F',S+T+f'.97.TT'f?S.!^n ~+v,~'~1:'.£Y~fiT'~i.^=k":^?3.!!ET.'ESL-'Sa/dSSF9L°~~F.s?^?;Z47gSKtO~t9R2T d: RSA+416..: ARYP' 8S43P.g'Z~I:iDIDl1V.R!•w•.'RA'S-C?5ft!.'....•••~~'Y.+;y~G•.'.»!°.t F_-?'^^.*9r+. i794`f'i4 .. AT&T Inc. -Dividend Payment Co~ifirmation of Dividends Paid in Cash Participating Dividend Gross Deduction Deduction Net Payn:~ent Date Class Description Shares Rate Dividend ($) Amount ($) I Type I Dividend ($) 01 Feb 2012 COMMON 3,867 $0.44000 1,701.48 0.00 NIA 1,701.48 01 May 2012 COMMON 3,867 $0.44000 1,701.48 0.00 NIA 1,701.48 Year•To-Date Pald 3,402.96 0.00 3,402.96 1UDC AT T 'F' -~~ ;g7t~n~i t OOHXDA-PP ~~~~ .. at&t v.:. *************AUTO**3-DIGIT 170 00020210070625 0 7 0 6 2 5 III'IIIIII~II~II~~III'I~IIIIIII„Illllilll'lllllllll"'~IIII~~I„ WILLMORE FLUMAN 120 S RIDGE ROAD BOILING SPRGS PA 17007-9712 ~omputershare Computershare P.O. Box 43078 Providence, HI 02940-3078 Within USA, US territories 6 Canada 800 351 7221 Outside USA, US territories 6 Canada 781 575 4729 www.computershare.com/att Holder Account Number 03002135751 I N D Record Date 10 Apr 2012 Check Number 0014621930 SSN/TIN Certified Yes 001 CS007R.DOMEQS_PG I .ATT.04U533_245/070625/070625/i AT&T Inc. -Dividend Payment Confirmation of Dividends Paid in Cash Payment Jate Class Description Participating Shares Dividend Rate Gross Dividend ($) Deduction Amount ($) Deduction Type Net Dividend ($) 01 Feb 2012 COMMON 3,736 $0.44000 1,643.84 0.00 N/A 1,643.84 01 May 2012 COMMON 3,736 $0.44000 1,643.84 0.00 NIA 1,643.84 Year•To-Date Paid 3,287.68 0.00 3,287.66 ® 1UDC ATT '~" ^t~ ~~nnn ; OOHXDA-PP AFFIDAVIT I, Dolly M. Hockenberry, being duly sworn according to law, depose and say that I received the following information regarding stocks owned by Willmore Fluman, Sr. as of his date of death, February 23, 2012, for which there is no written record, by calling the automated system for the following companies on July 18, 2012: Teradata Corp Stock 185 shares Vodafone Stock 686 shares LSI Stock 108 shares ~ ; / /' ~ ,-, olly M. c Iberr , Paralega Saidis, Sullivan & Rogers 26 W. High Street Carlisle, Pennsylvania 17013 (717) 243-6222 Sworn to and subscribed before me this 16t!' day of,No tuber, 2012. ~~ Notary Public COMMONWEAL ~~ PENNSYLVANIA Notarial lea! pubik Ygm,mi~ L. Petet~, Notary Garllsie 8tiro, 6umi~ ~ G9 2015 My ~amml~ton ~;7#CN ~F NQT'HRIES ~~i~.~ Nnii~~V verification of Current Mailing Address t Section#1 BNY Mellon Shareowner Services' address of record. WILLMORE FLUMAN 120 S RIDGE RD BOILING SPRINGS PA 17007-9712 Company Name VODAFONE GROUP PLC Account Key FLUMAN--WILL-0000 Toll-Free Number 1-800-233-5601 InvestorlD 125348137982 Section#2 Address provided by the United States Postal Service. ~ ~'' ~ ;~ ~, UW ~.J, I ~~~ ~.s ~ ~ 23619-002-04-0011580 WILLMORE FLUMAN 45 IMPALA DR DILLSBURG, PA 17019-1350 Il~l~~ll~lll~llllil~ll~~~ll~llll~lllll~~l~llllillllll~iilllillli~ Please Note: Your address of record currently reflected on our files will remain unchanged until you change your address online through the Internet or by calling our Interactive Voice Response Unit. Dear Shareowner: We recently compared the addresses of our shareholders with the United States Postal Services' (USPS) permanent change of address records in order to comply with current postal regulations. We have been informed by the USPS that the above printed address in Section #2 is your current address. However, according to our records, this address does not fully match the address of record for your account. No response is necessary if your address of record printed above in Section #1 is correct. A response is necessary if: The address provided by the USPS printed above in Section #2 is correct. The address of record in Section #1 is incorrect. Please go online to Investor ServiceDirectC~ at www.bnymellon.comishareowner/isd to update your address. If you do not have Internet access, you can make the correction using the Voice Response Unit at 1-800-233-5601. Sincerely BNY Mellon Shareowner Services Transfer Agent 1 r;, = 3 ,'`~i Y :~ U O IA {I/ W. F K.::,~~.~F I;~ ~ ~ ~M ~' ,. Vi~ •L~ ~ Q o O m ~ ' ° ~~~~ N a O . r ~'~' ~ V _...c.: ~.~ v N V Z V c ~, F~ 0 U o U z a c lL N d c ~~ Q W U LL LL ~ O ~w y ~ x ~~ ~~ W J U LL ~ ~ ~' cri ~ N ~ ~ .h a ~ ~~r O x ~~~+/ a cn N Ir~ x a;.` o Z ~ ~. ~ ~ U ~ YI ~`~, W ~ ~ .:. S~ o F- `~ ~ y1`-%< lL '1 F`w'` ~, a'4~ Q 4~' ~ ':may ,Q SS ~ o: N :~ tin ~~}~~X~ ~~ ~ i ~ a O 'p~.N Z Z fit,,. Q ~:h. ~~ n ~ _ p ,~ -~ ~~' ~, '~~ ~ ~~ ~ A ~N_1 -.s o ,..s ~n S~^ r+ ~ ~ ~: ~ ~ ~ ~ ~~ :~ ~ o ~~~ o i ~ O v mz a z o ~Q w ~ ~~ ~ ~ z ~ Z ~ "° ~'" Q > ~~ ~ o LL a ~~ ~ u ~ fn ~ o ~~ V ~Z U w N G • ~ Q F U V °z U Z `m c ~i c a a 1 W U O LL ~_ ~ ~ ~ ~ ,~~:r :...~w ':`/ , LL 1 Q ,. ~u -~ ~ W .J U ~. S 3~•. ,...,:: Z ~~~~ ~ z ~ ~ ~ ~. ~ ~` g ~'? "~ ` > ~ ~ ~ ~• ~~;~ L ~l ~-~-~; ~ 'll .~;. s .~ ~;o•..........• ~,,~ Q! ':?QMy i ~~ ~~: N L h .s~ ~ fi~ n ~ ~. ~¢ ~ K ;.. ~ \f~$` z ~ w J n}". J fit: ~ ••r ON ~ O ~5 = a a N i._t, ... W O S ~ ~ :~. .>.~ ¢ m r ~ ~~A7 0 ~ w o a `~Y~•5 a ~' om~ ~; . ~'> C ~ P Y ~J ~ ~':r r" z -+ i ~c\ ~ < = o lJ" ~'~'• P WoN • ~.. •'•~ N ~Fm 'S ` " ~ `\ z W N r t 81004748 UPRR1 NCR Corporation CIO UPRR, LLC P.O. Box 2262 New York, NY 10116 000091 481004748 WILLMORE FLUMAN SR 120 S RIDGE ROAD BOILING SPRINGS PA FLUMAN---WIL1-0000 17007-9712 Substitute Form W-9: By signing belov~.~, I certify under 1 penalties of perjury that: (i) the Tax ID number listed belo~r~~ is accurate (ii) I am not subject to backup withholding and {iii) I am a U.S. citizen or other U.S. person. PROGRAM OPTIONS: ^ Shareholder(s) is deceased. Reissue shares as indicated in the box to the right. Replace any shares not enclosed and replace any uncashed dividend checks (if applicable) (Less processing fee and surety bond premium if certificates are lost}. p. ~ Sell all the shares and replace any uncashed dividend checks (if applicable) (Less processing fees and surety bond premium if certificates are lost). Soc. Sec # or Tax ID#: Date of Birth: Signature: Transfer Instructions Your property will be issued in the name shown unless otherwise instructed below. (Complete only when changing the account registration) Name: Address: Ciry/State2ip: Medallion Signature Guarantee Necessary (See Reverse Q&A #2) SHARES HELD BY YOU: 108.0000 UNLASHED CHECKS: .00 Dear Recipient: Unclaimed Property Recovery and Reporting LLC ("UPRR") has been retained by BNY Mellon Shareowner Services ("BNY Mellon") with an authorization by NCR Corporation ("NCR") to contact the surviving relatives or heirs of shareholders who, based upon Social Security records, are deceased. Any uncashed dividend checks (if applicable) and/or the shares associated +.~~ith the decedent's account should be re-issued into the name of the survivor(s) or heir(s). Possibly, the shares are lost and need to be replaced. Participation in the services provided by UPRR is voluntary and you will be charged a fee as described below with a portion of that fee being paid to BNY Mellon. To utilize UPRR's services you should complete and sign this authorization form and return it, along with any stock certificates that may be in your possession along with the appropriate documentation as referenced in the enclosure entitled Instructions for the Transfer of Ownership. You should expect to receive the property approximately 45 days after returning this letter; a business reply envelope is provided for your convenience. You may also contact the Transfer Agent, BNY Mellon, at 1-800-627-2303, and/or work with a broker of your choosing. If you work with BNY Mellon and/or a different broker, the fees charged may be different from those charged by UPRR. If you do not respond to this mailing or contact BNY Mellon, the property may be subject to escheatment to the appropriate state as required under the applicable unclaimed property laws. Information on how to prevent escheatment can be obtained at www.unclaimed.org. Options Choose program option 2a above if you wish to change the account registration. Enclose the certificate(s) you have along with this signed authorization form and applicable documentation (see enclosed: Instructions for the Transfer of Ownership). Be sure to complete the information in the "Transfer Instructions Box" above, and complete the Substitute W-9 information (Owner's Social Security Number, signature and date of birth). UPRR will purchase a surety bond on your behalf for the shares not enclosed and instruct BNY Mellon to send you a Credit Transaction Advice for the new shares and any uncashed dividends (if applicable) will be sent to you. Choose program option 2b above if you wish to sell your shares. Enclose the certificate(s) you have along with this signed authorization form and applicable documentation (see enclosed: Instructions for the Transfer of Ownership). Be sure to complete the information in the "Transfer Instructions Box" above, and complete the Substitute W-9 information (ONmer's Social Security Number, signature and date of birth). UPRR will purchase a surety bond on your behalf for the shares not enclosed and sell all the shares. A check for the sale proceeds and any uncashed dividends will (if applicable) be sent to you. Please indicate your choice above by checking 2a or 2b. In order to cover the costs of locating you, processing all required documents, arranging for the reactivation of your account or reissuance of your shares, and/or selling your shares, a processing fee of 20% of the value of the property will be deducted from your proceeds. If you have lost some or all of,your certificates, UPRR will also purchase-the-necessary surety bond on your behalf, at a cost of 2% of th'e current fair market value of the lost securities. The surety bond premium will be deducted from your proceeds. - 1f yota have any questions, please call UPRR at 1-800-859-7145 You must sign and enter your Tax 1D # (Item 1 above), elect one of the'two=prbgram options (Item Z above), and sign below (Item 3). AUTHORIZATION I acknowledge and represent that I am a registered owner of the shares with good title to the shares and/or have full powder and authority to authorize this transaction. I irrevocably appoint UPRR as my agent with respect to this transaction in accordance with my election specified above. I agree that a processing fee of 20% is to be paid to UPRR. If I elect to sell all my shares, I authorize UPRR to arrange through UPRR Securities, LLC, its broker dealer affiliate, to arrange for the sale of all such shares and to arrange to have the fee(s) due and the premium for any necessary surety bond deducted from the proceeds and a check for the balance sent to me. If I elect to receive shares, I authorize UPRR to arrange through UPRR Securities, LLC for the sale of only those shares necessary to satisfy the fee due and the premium for any necessary surety bond deducted. I acknowledge that my shares may be bundled ~n~ith shares of other shareholders ~~dhen sold, and that the proceeds I receive may be based on the weighted-average price or daily price for all shares sold by UPRP, on that trade date. I hereby attest that a registered broker dealer does not currently employ me. 3 igna ure o o~nmer igna ure o o-oamer e ep one um er -mal a ress UPRR Securities, LLC is a registered broker-dealer member FINRA, SIP+/. x81004735 UPRR1 NCR Corporation CIO UPRR, LLC P.O. Box 2262 Nev~~ York, NY 10116 1 Substitute Form w-9: By signing below, I certify under penalties of perjury that: (i) the Tax ID number listed Belo+;+~ is accurate (ii) I am not subject to backup withholding and (iii) I am a U.S. citizen or other U.S. person. 000091 481004735 FLUMAN---WILL-0000 WILLMORE FLUMAN 122 S RIDGE ROAD BOILING SPRINGS PA 17007-9712 PROGRAM OPTIONS: a. ^ Shareholder(s) is deceased. Reissue shares as indicated in the box to the right. Replace any shares not enclosed and replace any uncashed dividend checks (if applicable) (Less processing fee and surety bond premium if certificates are lost). b. ~ Sell all the shares and replace any uncashed dividend checks (if applicable) (Less processing fees and surety bond premium if certficates are lost). Soc. Sec # or Tax ID#: Date of Birth: Signature: Transfer Instructions Your property will be issued in the name shown unless otherwise instructed below. (Complete only when changing the account registration) Narne: Address: City/State/Zip: Medallion Signature Guarantee Necessary (See Reverse Q&A #2) SHARES HELD BY YOU: 108.0000 UNLASHED CHECKS: .00 Dear Recipient: Unclaimed Property Recovery and Reporting LLC ("UPRR") has been retained by BNY Mellon Shareowner Services ("BNY Mellon") with an authorization by NCR Corporation- ("NCR") to .contact-'the surviving relatives or heirs of shareholders who,, based upon Social .Security records, are deceased. Any uncashed dividend checks (if applicable) and/or the shares associated with the decedent's account should be re-issued into the name of the survivor(s) or heirs}. Possibly, the shares are lost and need to be replaced. Participation in the services provided by UPRR is voluntary and you will be charged a fee as described below with a portion of that fee being paid to BNY Mellon. To utilize UPRR's services you should complete and sign this authorization form and return it, along with any stock certificates that may be in your possession along with the appropriate documentation as referenced in the enclosure entitled Instructions for the Transfer of Ownership. You should expect to receive the property approximately 45 days after returning this letter; a business reply envelope is provided for your convenience. You may also contact the Transfer Agent, BNY Mellon, at 1-800-627-2303, and/or work with a broker of your choosing. If you work with BNY Mellon and/or a different broker, the fees charged may be different from those charged by UPRR. !f you do not respond to this mailing or contact BNY Mellon, the properly may be subject to escheatment to the appropriate state as required under the applicable unclaimed property laws. Information on how to prevent escheatment can be obtained at www.unclaimed.org. Options Choose program option 2a above if you wish to change the account registration. Enclose the certificate(s) you have along with this signed authorization form and applicable documentation (see enclosed: Instructions for the Transfer of Ownership). Be sure to complete the information in the "Transfer Instructions Box" above, and complete the Substitute W-9 information (C+wner's Social Security Number, signature and date of birth). UPRR will purchase a surety bond on your behalf for the shares not enclosed and instruct BNY Mellon to send you a Credit Transaction Advice for the new shares and any uncashed dividends (if applicable) will be sent to you. Choose program option 2b above if you wish to sell your shares. Enclose the certificate(s) you have along with this signed authorization form and applicable documentation (see enclosed: Instructions for the Transfer of Ownership). Be sure to complete the information in the "Transfer Instructions Box" above, and complete the Substitute W-9 information (O+nmer's Social Security Number, signature and date of birth). UPRR will purchase a surety bond on your behalf for the shares not enclosed and sell all the shares. A check for the sale proceeds and any uncashed dividends will (if applicable) be sent to you. Please indicate your choice above by checking 2a or 2b. In order to cover the costs of locating you, processing all required documents, arranging for the reactivation of your account or reissuance of your shares, and/or selling your shares,-a processing fee of 20% of the value of the property will be deducted from your proceeds. If you have lost some or all,of your certificates, UPRR will also purchase the necessary surety bond on your behalf, at a cost of 2% of the current fair market value of the lost securities. The surety bond premium will be deducted from your proceeds. .If you have any questions, please call :UPRR at 1-800-859-7145 You must sign and enter your Tax 1D # (Item 1 above), elect one of the two program options (Item 2 above), and sign below (Item 3). -. ~~.. ri\.-. .. AUTHORIZATION I acknowledge and represent that I am a registered owner of the shares with good title to the shares and/or have full power and authority to authorize this transaction. I irrevocably appoint UPRR as my agent with respect to this transaction in accordance with my election specified above. I agree that a processing fee of 20% is to be paid to UPRR. If I elect to sell all my shares, I authorize UPRR to arrange through UPRR Securities, LLC, its broker dealer affiliate, to arrange for the sale of all such shares and to arrange to have the fee(s) due and the premium for any necessary surety bond deducted from the proceeds and a check for the balance sent to me. If I elect to receive shares, I authorize UPRR to arrange through UPRR Securities, LLC for the sale of only those shares necessary to satisfy the fee due and the premium for any necessary surety bond deducted. t acknowledge that my shares may be bundled v~~ith shares of other shareholders when sold, and that the proceeds I receive may be based on the weighted-average price or daily price for all shares sold by UPRR on that trade date. I hereby attest that a registered broker deafer does not currently employ me. 3 igna ure o o+nmer igna ure o o-o+rmer e ep one um er -mai a ress UPRR Securities, LLC is a reyistered broker-dealer member FINRA, SIPC. ?19000684 UPRR1 a:.. ~.~ ~ CIO UPRR, LLC ..d~~l LIJ~eI~fi P.O. Box 2262 Ne~~+~ York NY 10116 000133 219000684 FLUMAN---W1LM-0000 WILLMORE FLUMAN SR 120 S RIDGE RD BOILING SPRINGS PA 17007-9712 PROGRRNr OPTIONS -Check one box only: a, ADR Holder() is deceased. Issue a-DRS position as indicated in the box to the right and replace any uncashed dividend checks. (Sell only enough ADR's to cover the processing fee and surety bond premium if applicable). b, ~ Sell all the ADR's. (There is no sales fee or commission costs for this transaction, ho+~iever, there is a processing fee, see details below). Substitute Form W-9: By signing beloa», I certify under penalties of perjury that: (i) the Tax ID number listed belovr is accurate (ii) I am not subject to backup ~n~ithholding and (iii) I am a U. S. citizen or other U. S. person. Soc. Sec # or Tax ID#: Date of Birth: Signature: Transfer Instructions Your property will be issued in the name shown unless otherwise instructed below. (Complete only when changing the account registration) Name: Address: City/State2i p: Medallion Signature Guarantee Necessary (See Reverse Q8+A #2) SHARES HELD BY YDU: UNLASHED CHECKS: 219.0000 .00 Dear Recipient: Unclaimed Property Recovery and Reporting LLC ("UPRR") has been retained by Alcatel-Lucent ("Alcatel-Lucent") to contact the surviving joint tenant, relatives or heirs of shareholders ~n~ho, based upon Social Security records, are deceased. Any uncashed dividend cheeks and/or the ADR's associated with the decedent's account should be re-issued into the name of the survivor(s) or heir(s). In some cases the ADR certificates are lost. To complete these transactions you may contact the Transfer Agent, The Bank of Ne~N York Mellon ("BNY Mellon") at 1-866-205-2628, and they will provide information on how to proceed and there will be no program processing fees charged or you may use UPRR's services. Participation in the services provided by UPRR is voluntary and you will be charged a fee as described belov+~ with a portion of that fee being paid to BNY Mellon. To utilize UPRR's services you should complete and sign this authorization form and return it, along with any stock certificates that may be in your possession along with the appropriate documentation as referenced in the enclosure entitled Instructions for the Transfer of Ownership. You should expect to receive the property approximately forty five (45) days after returning this letter; a business reply envelope is provided for your convenience. If you do not respond to this mailing or contact BNY Mellon, the property may be subject to escheatment to the appropriate state as required under the applicable unclaimed property laws. Program Options Choose program option 2a above if you v~rish to change the account registration. Enclose the ADR certificate(s) you have along with this signed authorization form and applicable documentation (see enclosed: Instructions for the Transfer of Ownership). Be sure to complete the information in the "Transfer Instructions" box above, and complete the Substitute W-9 information at "1" above (Owner's Social Security Number, .signature and date of birth). UPRR will purchase a surety bond on your behalf for any missing certificates and instruct BNY Mellon to send;'you a Credit Transaction Advice confirming the updated account registration and any uncashed dividends. :#_Y Choose program option 2b above if you wish to sell your ADR's. Enclose any ADR certificate(s) you have along with this signed-authorization form:and applicable documentation (see enclosed: Instructions for the Transfer of Ownership). Be sure to complete the information in the "Transfer Instructions" box above, and complete the Substitute W-9 information at "1" above (Owner's Social Security Number, signature and date of birth). UPRR will purchase a surety bond on your behalf for any missing certificates and sell all the ADR's. A check for the sale proceeds and any uncashed dividends will be sent to you. Please indicate your choice above A processing fee of 20% of the value of the property will be deducted from your proceeds. If you have lost some or all your Alcate{- Lucent ADR certificates UPRR will purchase a surety bond on your behalf, at a cost of 2% of the current fair market value of the lost securities. The surety bond premium will be deducted from your proceeds. If you have any questions, please call UPRR at 1-800-859-7145 You must sign and enter your Tax ID # (Item 1 above), elect one of the two program options (Item 2 above), and sign below (Item 3). AUTHORIZATION I acknowledge and represent that I am a registered owner of the ADR's with good title to the ADR's and/or have full power and authority to authorize this transaction. I irrevocably appoint UPRR as my agent with respect to this transaction in accordance with my election specified above. I agree that a processing fee of 20% is to be paid to UPRR. If I elect to sell all my ADR's, I authorize UPRR to arrange through UPRR Securities, LLC, its .broker dealer affiliate, to arrange for the sale of all such ADR's and to arrange to have the fee(s) due and the premium for any necessary surety bond deducted from the proceeds and a check for the balance sent to me. If I elect to receive ADR's, I authorize UPRR to arrange through UPRR Securities, LLC for the sale of only those ADR's necessary to satisfy the fee due and the premium for any necessary surety bond deducted. I acknovrledge that my ADR's may be bundled vdith ADR's of other shareholders when sold, and that the proceeds I receive may be based on the weighted-average price or daily price for all ADR's sold by UPRR on that trade date. I hereby attest that a registered broker dealer does not currently employ me. igna ure o o~nrner ignature o o-ov~rner e ep one um er -mai a ress UPRR Securities, LLC is a registered broker-dealer member FINRA, SIPC. 219000671 UPRR1 C/O UPRR, LLC P.O. Box 22G2 Ne+n.~ York. NY 10116 ~~ Substitute Form tN-9: By signing belani, I certify under ~~ penalties of perjury that: (i) the Tax ID number listed belovr is ~IC~~~'I • ~~~~~~ ~ accurate (ii) I am not subject to backup vdithholding and (iii) I am a U.S. citizen or other U. S. person. 000133 219000671 FLUMAN---WILL-0000 WILLMORE FLUMAN 120 S RIDGE RD BOILING SPRINGS PA 17007-9712 PROGRAM OPTIONS -Check one box only: a. ~ ADP f-fielder(s) is deceaseu. Issue a DP.S position b. ~ Sell all the ADR's. {There is no sales fee or commission costs for this transaction, however, there is a processing fee, see details below). as indicated in the box to the right and replace any uncashed dividend checks, (Sell only enough ADR's to cover the processing fee and surety bond premium if applicable). Soc. Sec # or Tax ID#: Date of Birth: Signature: Transfer instructions Your property will be issued in the name shown unless -otherwise instructed below. (Complete only whe~~ changing the account registration) Name: Address: City/State2ip: Medallion Signature Guarantee Necessary (See Reverse Q&A #2) SHARES HELD BY YOU: UNLASHED CHECKS: 219.0000 .oo Dear Recipient: Unclaimed Property Recovery and Reporting LLC ("UPRR") has been retained by Alcatel-Lucent ("Alcatel-Lucent") to contact the surviving joint tenant, relatives or heirs of shareholders who, based upon Social Security records, are deceased. Any uncashed dividend checks and/or the ADR's associated with the decedent's account should be re-issued into the name of the survivor(s) or heir(s). In some cases the ADR certificates are lost. To complete these transactions you may contact the Transfer Agent, The Bank of New York Mellon ("BNY Mellon") at 1-866-205-2628, and they will provide information on how to proceed and there will be no program processing fees charged or you may use UPRR's services. Participation in the services provided by UPRR is voluntary and you will be charged a fee as described below with a portion of that fee being paid to BNY Mellon. To utilize UPRR's services you should complete and sign this authorization form and return it, along with any stock certificates that may be in your possession along with the appropriate documentation as referenced in the enclosure entitled Instructions for the Transfer of Ownership. You should expect to receive the property approximately forty five (45) days after returning this letter; a business reply envelope is provided for your convenience. !f you do not respond to this mailing or contact BNY Mellon, the property may be subject to escheatment to the appropriate state as required under the applicable unclaimed property laws. Program Options Choose program option 2a above if you wish to change the account registration. Enclose the ADR certificate(s) you have along -with this signed authorization form and applicable documentation (see enclosed: instructions for the Transfer of Ownership). Be sure to complete the information in the "Transfer Instructions" box above, and complete the Substitute W-9 information at "1" above (Owner's Social Security Number, signature and date of birth). UPRR v~till purchase a surety bond on your behalf for any missing certificates and instruct BNY Mellon to send you a Credit Transaction Advice confirming the updated account registration and any uncashed dividends. Choose program option 2b above if you wish to sell your ADR's. Enclose any ADR certificate(s) you have along with this signed authorization form and applicable documentation (see enclosed: Instructions for the Transfer of Ownership). Be sure to complete the information in the "Transfer Instructions" box above, and complete the Substitute W-9 information at "1" above (Owners Social Security Number,-signature and date of birth). UPRR will purchase a surety bond on your behalf for any missing certificates and sell all the ADR's. A check for the sale proceeds and any uncashed dividends +Nill be sent to you. Please indicate your choice above - A processing fee of 20% of the value of the property will be deducted from your proceeds. If you have lost-some or all your Alcatel- Lucent ADR certificates UPRR will purchase a surety bond on your behalf, at a cost of 2% of the current fair market value of the lost securities. The surety bond premium will be deducted from your proceeds. If you have any questions, please call UPRR at 1-800-859-7145 You must sign and enter your Tax ID # (Item 1 above), elect one of the two program options (Item 2 above), and sign below (Item 3). AUTHORIZATION ~ I acknowledge and represent that I am a registered owner of the ADR's with good title to the ADR's and/or have full power and authority to authorize this transaction. I irrevocably appoint UPRR as my agent with respect to this transaction in accordance +niith my election specified above. I agree that a processing fee of 20% is to be paid to UPRR. If I elect to sell all my ADR's, I authorize UPRR to arrange through UPRR Securities, LLC, its broker dealer affiliate, to arrange for the sale of all such ADR's and to arrange to have the fee(s) due and the premium for any necessary surety bond deducted from the proceeds and a check for the balance sent to me. If I elect_to receive ADR's, I authorize UPRR to arrange through UPRR Securities, LLC for the sale of only those ADR's necessary to satisfy the fee due and the premium for any necessary surety bond deducted- I acknowledge that my ADP.'s may be bundled v~iith ADR's of other shareholders when sold, and that the proceeds I receive may be based on the weighted-average price or daily price for all ADR's sold by UPRR on that trade date. I hereby attest that a registered broker dealer does not currently employ me. ignature o ov~mer igna ure o o-o+nmer e ep one um er -mar a ress UPRR Securities, LLC is a registered broker-dealer member FINRA, SIPC. Comcast. Account Information Record Date Share Information Current Dividend Summary Total Dividends Paid Year-to-Date :heck Number 2769722 DRS Shares 1,536.000 Gross Dividend $249.60 Gross Dividend $422.40 ,ccount Number 3500567751 Certificate Shares 0.000 Fed Tax Withheld $0.00 Fed Tax Withheld $O.OD record Date 04/04/12 Plan Shares D.000 State Tax Withheld $0.00 State Tax Withheld $0.00 'ayable Date 04/25/12 Total Record Date Shares 1,536.000 NRA Tax Withheld $0.00 NRA Tax Withheld $0.00 ;ate Per Share $0.1625 Paid in Cash 1,536.000 Net Dividend $249.60 Net Dividend $422.40 Reinvested 0.000 Paid in Cash $249.60 Reinvested $0.00 Please visit www.shareowneronline.com/Comcast Or you may call Shareowner Services if you have any questions: for online account information including: -Toll-free: 888-883-8903 - Dividend Reinvestment -Outside of the US: 651-554-3873 - W-9 Certification Instructions - eDelivery Is your account current? It's important to update your address with Shareowner Services, cash all your dividend checks, and vote your proxy. By uncashed checks and in returned mail f time th l i active accounts can be considered abandoned property and may be , , o eng ven state law, after a g turned over to the state of your last known address. Retain (or tax purposes ~NIPi iiiii iiiii uiii nisi iiiii iiiii iiiii iiiii iiiii iiq IIII I ~Ilui iiiiii iiii iiii iiq IIII Comcast Corporation Class A Common Stock Direct Deposit of Dividends Well Fargo Shareowner Services (WEBS) is authorized to deposit my dividend payment by electronic funds transfer in the United States financial institution account indica~ sd below. This will be effective for all companies that offer Direct Deposit, for which I am a registered shareholder and WFSS acts as Disbursing Agent. WFSS is authorized to initiate corrections to any amount transferred in error, and any claim against WFSS or the financial institution involved is waived with respect to the operation of this service. This authorization will remain m effect until WFSS receives notice to terminate or revise it. WFSS and the Tinancial institution reserve the right to terminate this service at any time. It is the shareholder's responsibility to notify WFSS of changes in financial institution information. Change address as indicated on reverse - all registered owners must sign below. Account Number 3500567751 Issue Number CMC1 WILLMORE FLUMAN 120 S RIDGE RD BOILING SPRGS PA 17007-9712 Checking ~ Savings (A voided check (A deposit slip MUST be included.) MUST be included.) ABA/Routing Number (9 digits starting with 0, 1, 2, or 3) Bank Account Number All Registered Owners MUST Sign (direct deposit or address change). For direct deposit, if the name(s) on your bank account differ from your shareholder account your signature(s) must be guaranteed by a member of a Medallion Stamp Program. (See medallion imprint area on fhe back of the form.) x~-~x~~ T i~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~M~,csAissa3ai+i,iririYir~ 041212 L S I Gn~TM u 02751, 4 1~1'llllll'll~l~~~ll)~I~IIIIIl~"III~~IIII'll~llll~~~~~~llll~~l~~ WILLMORE FLUMAN 120 S RIDGE ROAD BOILING SPRGS PA 17007-9712 IMPORTANT USPS CHANGE OF ADDRESS NOTICE 17 Apr 2012 Dear Holder: Re: ~6mpany Name: LSI Corporation ./Account Number: 3******531 Registration: WILLMORE FLUMAN (~omputershare Computershare Trust Company, N.A. PO Box 43078 Providence, RI 02940-3078 Within USA, US territories & Canada 866-243-7347 Outside USA, US territories & Canada 312 588 4147 vvww.computershare.com/Isi When changes in address occur, the United States Postal Service (USPS) is often the first to be notified. To ensure that you experience minimal mail forwarding delays, we work closely with the USPS to pro-actively obtain appropriate change of address information. If the USPS provides a new address for the registered holder under our management, our system is updated with the new address. ~; .~ This is to inform you that our system records for this account have been updated with the following new address: WILLMORE FLUMAN 45 IMPALA DR DILLSBURG PA 17019-1350 If this new rcrldress is coYYect, no further action is required. If this ftew rcdrlYess lS t11CDY1'ect, please contact us promptly. We are committed to providing you the best service our industry can offer, and appreciate the opportunity to be of service to you. Sincerely, Computershare Trust Company, N.A. OOZUXA 001 CS0003.d.mix.]B1424 3596/027514/027514/i LSI GnJTM u ~ ~ S~1U 02751,5 ill~illiil~ii~il~~~u~l~llllill,~Ililllil~~i~llllill~~~~llil~~l~~ WILLMORE FLUMAN SR 120 S RIDGE ROAD BOILING SPRGS PA 17007-9712 IMPORTANT LISPS CHANGE OF ADDRESS NOTICE 17 Apr 2012 Dear Holder: Re:~ompany Name; LSI Corporation /Account Number: 3******549 Registration: WILLMORE FLUMAN SR ~, UIII~/ULGf JIIUf C S Computershare Trust Company, N.A. PO Box 43078 Providence, RI 02940-3078 Within USA, US territories B Canada 866-243-7347 Outside USA, US territories & Canada 312 588 4147 vvww.computershare.com/Isi When changes in address occur, the United States Postal Service (LISPS) is often the first to be notified. To ensure that you experience minimal mail forwarding delays, we work closely with the LISPS to pro-actively obtain appropriate change of address information. If the LISPS provides a new address for the registered holder under our management, our system is updated with the new address. This is to inform you that our system records for this account have been updated with the following new address: WILLMORE FLUMAN SR 45 IMPALA DR DILLSBURG PA 17019-1350 If this jiefv rcddress is cort•ect, no further action is required. If this tzew atld~•ess is i~zco~•rect, please contact us promptly. We are committed to providing you the best service our industry can offer, and appreciate the opportunity to be of service to-you. Sincerely, Computershare Trust Company, N.A. 001 CS0003.d.mix.181424_3596l027515/027515/i OOZUXA o~n +~r® Communications *************AUTO**3-DIGIT 170 00010810040202 0 4 0 2 0 2 ii~~~li~iilliiilll~l~i~iliii~l~llili~i~i~~iiiii~lllii~l~lli~~li~~ WILLMORE FLUMAN SR 45 IMPALA DR DILLSBURG PA 17019-1350 ~,omputershare Computershare PO Box 43078 Providence, RI 02940-3078 Within USA, US territories 8 Canada 877 770 0496 Outside USA, US territories ~ Canada 781 575 2382 vvww.computershare.com/investor Holder Account Number 00002559439 I N D Record Date 08 Jun 2012 Check Number 0002403766 SSN/TIN Certified Yes 001 CSOOOS.DOMEQS_PG t .FRON.235237_45887/040202/040202/i 1 FRONTIER COMMUNICATIONS CORPORATION - Dividend.Payment Dividend Confirmation Payment Date I Class Description I Participating I ShareslUnits Dividend I Gross ( Rate Dividend ($) Deduction I Amount ($) Deduction I Type Net Dividend ($) 29 Jun 2012 COMMON 115 $0.10000 11.50 0.00 N/A 11.50 Year-To-Date Pald 23.00 0.00 23.00 ® 1UDC F RO N "~' D01CD70003/R OOHXDA-PP ors er® Communications *************AUTO**3-DIGIT 170 000108/0040198 0 4 01, 9 8 iii~~li~iilli~illl~l~i~~liii~lillili~i~i~~iiiii~lllii~lilli~ili~~ WILLMORE FLUMAN 45 IMPALA DR DILLSBURG PA 17019-1350 om utershare ~' ~G p Computershare PO Box 43078 Providence, RI 02940-3078 Within USA, US territories 6 Canada 877 770 0496 Outside USA, US territories 8 Canada 781 575 2382 www.computershare.comrnvestor Holder Account Number 00001320769 I N D Record Date 08 Jun 2012 Check Number 0002360324 SSNlTIN Certified Yes 001 CSOOOS.DOMEQS_PG 1.FRON.235237_45887/040198/040198/i I FRONTIER COMMUNICATIONS CORPORATION -Dividend Payment Dividend Confirmation Payment Date I Class Description I Participating I SharesJUnits Dividend ( Gross I Rate Dividend ($) Deduction I Amount ($) Deduction I Type Net Dividend ($) 29 Jun 2012 COMMON 607 $0.10000 60.70 0.00 NIA 60.70 Year-To•Date Paid 121.40 0.00 121.40 ® 1 U D C FRO M "~" 001CD70003 / R OOHXDA-PP o~n er® Communications *************AUTO**3-DIGIT 170 000108/0040203 0 4 0 2 0 3 ii~~~li~iill~iilll~l~i~il~ii~lillill~i~i~~iliii~lllii~l~lli~~li~~ WILLMORE FLUMAN SR 45 IMPALA DR DILLSBURG PA 17019-1350 ~omputershare Computershare PO Box 43078 Providence, RI 02940-3078 Within USA, US territories b Canada 877 770 0496 Outside USA, US territories b Canada 781 575 2382 www.computershare.com/investor Holder Account Number 00002559552 I N D 1 Record Date 08 Jun 2012 Check Number 0002403767 SSNITIN Certified Yes 001 CS0005.DOMEQS_PG LFRON.235237_45RR7/040203/040203/i I FRONTIER COMMGNICATIONS CORPORATION -Dividend Payment Dividend Confirmation Payment Date I Class Description I Participating I Dividend Gross Deduction Deduction Net ShareslUnits Rate I Dividend ($) ( Amount $ I T e I Dividend () Yp ($) 29 Jun 2012 COMMON 492 $0.10000 49.20 0.00 NIA 49.20 Year•To-Date Paid 98.40 0.00 98.40 1UDC ,~ F RON 'F' 001 CD70003 / R OOHXDA-PP ~ `, ,; - ',1~ CenturyLonk~ - 054580 -= I~1'I~Ill~~ll~l~~~lll~l~~tll11~~~~11~~11~1'II~II~1~~~~~~~111~~1~~ WILLMORE FLUMAN 120 S RIDGE ROAD BOILING SPRGS PA 17007-9712 _s =- -- -- Computershare PO Box 43078 Providence, RI 02940-3078 Within USA, US territories 8 Canada 800 969 671 8 Outside USA, US territories ~ Canada 312 360 5215 www.computershare.co~nvestor Holder Account Number 02001031271 1 ND Intl~~~I~I~I~I~PgqIl~lltlqllIYA~ ~I Record Date 06 Mar 2012 Check Number OOOOB80986 SSNfrIN Certified Yes OO1C50005.DOM PG1.C7Z.221220 44066/054580/0545R0/i CenturyLink, Inc. -Dividend Payment Sign up for Direct Deposit of your Dividends. It's Quick! It's Easy! It's Secure! See reverse side for details. Dividend Confirmation Payment Date ( Class Description I Participating ( ShareslUnits Dividend I Gross I Rate Dividend {$) Deduction I Amount ($) Deduction ( Type Net Dividend ($) 16 Mar 2012 COMMON 185 $0.72500 134.13 0.00 NIA 134.13 Year•TaDate Paid 134.13 0.00 134.13 ^ 1 U D C C T L "~" 001 CD70003 i R OOHXDA-PP ~E12AD~TA. i~ 048041, ili~iltiil~u~il~~iii~i~li~t~il~~liilliil~~i~li~lill,~~~ll~i„I,~ WILLMORE FLUMAN 120 S RIDGE ROAD BOILING SPRGS PA 17007-9712 S ~Compu~ershare ~~ ~~~ Computershare Trust Company, N.A. ~~ PO Box 43078 S ~'~ ~. ( ~'l; Providence, RI 02940-3078 Within USA, US territories & Canada 888 730 8825 l~ Outside USA, US territories 8 Canada 781 575 4338 www.computershare.com/investor IMPORTANT LISPS CHANGE OF ADDRESS NOTICE 17 Apr 2012 Dear Holder: R ~ Company Name: Teradata Corporation Account Number: 0******796 Registration: WILLMORE FLUMAN When changes in address occur, the United States Postal Service (LISPS) is often the first to be notified. To ensure that you experience minimal mail forwarding delays, we work closely with the LISPS to pro-actively obtain appropriate change of address information. If the LISPS provides a new address for the registered holder under our management, our system is updated with the new address. This is to inform you that our system records for this account have been updated with the following new address: WILLMORE FLUMAN 45 IMPALA DR DILLSBURG PA 17019-1350 If this neiv rtddress is correct, no further action is required. If this new udrlress is incorrect, please contact us promptly. We are committed to providing you the best service our industry can offer, and appreciate the opportunity to be of service to you. Sincerely, Computershare Trust Company, N.A. U01 CS0003.d.mix.181424_3596/048041/048041/i OOZUXA TER~D~TA. 048040 I~I'I~III)III,I~„I11,1,~IIIII~~,~II~~11~1,11~11~1~~,,,,~111„I„ WILLMORE FLUMAN SR 120 S RIDGE ROAD BOILING SPRGS PA 17007-9712 IMPORTANT LISPS CHANGE OF ADDRESS NOTICE 17 Apr 2012 Dear Holder: Re:~ompany Name: Teradata Corporation t/ Account Number: 0******788 Registration: WILLMORE FLUMAN SR (~omputershare Computershare Trust Company, N.A. PO Box 43078 Providence, RI 02940-3078 Within USA, US territories 8 Canada 888 730 8825 Outside USA, US territories 8 Canada 781 575 4338 www.computershare.com/investor When changes in address occur, the United States Postal Service (LISPS) is often the first to be notified. To ensure that you experience minimal mail forwarding delays, we work closely with the LISPS to pro-actively obtain appropriate change of address information. If the LISPS provides a new address for the registered holder under our management, our system is updated with the new address. This is to inform you that our system records for this account have been updated with the following new address: WILLMORE FLUMAN SR 45 IMPALA DR DILLSBURG PA 17019-1350 If this new tcddress is correct, no further action is required. If this nefv ~adrlress is incorrect, please contact us promptly. We are committed to providing you the best service our industry can offer, and appreciate the opportunity to be of service to you. Sincerely, Computershare Trust Company, N.A. 001 CS0003.d.mix.181424_3596/048040/048040/i OOZUXA REV-1504 EX+(6-98) SCHEDULE C CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN PARTNERSHIP OR RESIDENTDECEDENT SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Willmore Fluman Sr. 21 12 0336 Schedule C-1 or C-2 (including all supporting intormation) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supportinginformationtobesubmittedforsole-proprietorships. (If more space is needed, insert additional sheets of the same size) REV-1507 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESID ENT D ECED ENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER Willmore Fluman Sr. 21 12 0336 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+(11-10) i, pennsylvania SCHEDULE E t;k NnHi'~cu c;~ uT:vs rru~ CASH, BANK DEPOSITS, & MISC. INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENTDECEDENT ESTATE OF: FILE NUMBER: Willmore Fluman Sr. 21 12 0336 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 1998 Buick Century Sedan -See attached Kelly Blue Book value 1,434.00 2 ~ 1996 Buick Roadmaster -See attached Kelly Blue Book value ~ 1,289.00 3 ~ Qwest Victims Remissions Fund Refund ~ 28.97 4 ~ Mutual of Omaha Life Insurance Refund ~ 232.00 5 Belco Community Credit Union IRA -See attached letter from Belco CCU 9,754.02 dated April 26, 2012 6 Refund from Casey Williams, DMDPC 32.00 TOTAL (Also enter on line 5, Recapitulation) I 12,769.99 If more space is needed, insert additional sheets of the same size 1998 Buick Century Limited Sedan 4D "hrade In Values -Kelley I31ue Book rage 1 of 4 Zlp CODE' 17078 i sign in for Sir.~n :,~; hole ~ car values ~ cars for sale ~ car reviews I kbb tap picks ( research toots Popular at KBB.com i0 Co~les~ Ca-s Under ~_~,OOd rth~ aifs% ~,_.~~fi:c.E.nla.£:t Buick Century I iorr:e > ~;ar `.3iue , : Euick > Century > 1998 > Style > Uptic:ns > Limited Sedan 4D Your Blue Book ~ Value si,o:~ i~~ed ::ar i~riGe.`. i PriCe Your P~ext Car ~9 I!.~i~k C~i~rtut Style; Limited Sedan 4D tdt opt~ans CilanCr style 119663 char a Mileage: g this car Trade-In Value Private Party Value ,:.~ :vhen trading m at a dealership when selling the car yourself Prirri Rept;rl Excellent $2,159 Shop for your next car prlC.e i~ neVr r_ar Very Good $2,034 Instant Trade-In Offer Vie: the offer Good $1,884 Fair $1,434 VeriryC.anr.'Etion Own it? Love it? Telt Us. write a review values valid until ge the first to know 11/Q8/2012 when values change tollov~~r this car (updated weekly} Helpful resources from kbb.com Write a Review Check Specs Sell Your Car Otivn its Love it? Tel; us. I<r,av~ your car inside Use cur Tips & Tools. arzd out. Get a Used Car Report 1998 ga Get the Information You Need on This RecEntly ~ie:led Cars ( t~1y Saved Cars save car 1•;iayd ~~.. http://www.kbb.com/buick/century/1998-buick-century/limited-sedan-4d/?intent=trade-in-... 11 /8/2012 1996 Buick Roadmaster Estate Wagon 4D Trade In Values -Kelley Blue Book Page 1 of 4 ZIP CC1QE: 17070 J Si~}i~ in for .i:.lr; ua; har~e i car t1a~Lres ~ cars far sate ~ car reviews ~ k~b tap picks ~ research toatr Popular at KBB.com lt1 Ct~oies Tars Udder ~~-:,(;0• iiC:rrlFC :: ar .1i~;E.., > .:irk > F<oadtt~ast•2. > I~96 5t;.k: > C1pti.~ns > Estate Wagon 4D Your Blue Book~Value 5110e11~edCarPrices,?riE:oYOtiri`Jext%ar __ _ _ ~9 wick ~~d~t~ trtatrs• - ~^ <t' ' t ~ t ~ ; Estate Wa on 4D S y e 9 k»w~! ~ ~- e~i~ GpCiJ1K Cilan•1E SEyie Mileage: 150000 change this car Trade-In Value Private Part} Value when trading u~ at a dealership when selling the car yourself ~ Print kY~cxt Excellent $2,089 Shop for your next car pt;ce ~ ne;~a ; ar Very Good $1,964 Good Snstant Trade-!n Offer 4e the offer $1,789 Fair $1,289 VP.i1fV{~Gt1ditiOn Own it? Love it? Tell Us. write a review Values valid until ge the first to know 11/15/2012 Follow this car when values change {updated weekly) Helpful resources from kbb.com Write a Review Check Specs Sett Your Car U:atl it? Love it"' Tr ii us. Knov~ your car instr'e Use our T ids & Tools. and rut. Get a Used Car Report riCiL'L'.1'15E?f:1P.nI i•1ElY ~;!`S ~' Get the Information You Need on This Recently Vie:~ed Cars J t~ty Seved ::ars save car Buick Roadmaster 1996 c;o http://www.kbb.com/buick/roadmaster/1996-buick-roadmaster/estate-wagon-4d/?vehicleid... 11 /9/2012 eyr'r~ ~ r cu ~c COMMUNITY CREDIT UNION Law Offices of Saidis, Sullivan & Rogers 26 West High Street Carlisle, Pa. 17013 Date: Apri126, 2012 Re: Estate of: Willmore Fluman, Sr. S.S.# 190-18-0269 Attention: Attorney Saidis, Here is the information for the above referenced account you requested. We submitted a Death Notice to Ascensus our IRA Processor, they will send out a letter and forms to the beneficiary to complete and return to Ascensus. Once they have the information they need, they then will contact BELCO to close and distribute the IRA according to their instructions to the Beneficiary. Mr. Fluman signed an IRA Beneficiary Designation/Change form in 2002, listing Willmore Fluman, Jr. as beneficiary of the IRA. If you need any further information, please call me at (717-720-6414). Sincerely, vonne M. Ja s Finance Representative Finance Department DECEDENT ESTATE INFORMATION(On Date of Death) 1. Name(s) in which the account was held: WILLMORE FLUMAN,SR {PRIMARY OWNER) 2. Account number: 58900 3. Balance as of date of death: 02/23/12 $67,400.51 Balance Accrued Dividends YTD Dividends Opened Regular Saving: S1 $17.48 $0.00 $0.00 1/8/1973 Whatever Club S3 Money Market: S6 Checking: S4 IRA : S5 $9,745.50 $8.52 $20.08 1/8/1973 Certificates: Balance Accrued Dividends Certficate Number YTD Dividends ~~ ~ ~,~~~ -- $5,146.02 ~ o ~ ~,~,~~~ $3.05 34484 $9.67 $9,025.99 t~~ $4.67 48803 $12.89 $11,654.70 $5.94 59636 $17.32 $15,244.82 $8.41 65032 $23.74 $8 405.44 $4.64 65033 $12.94 $8,160.56 $2.77 69662 $8.24 4. Date the account was initiated: 5. Name(s) in which Safe Deposit Box was held: 6. Date the box was initially rented: 7. Branch address at which the box is located: 8. Loan Information: Balance Accrued Interest Per Diem 1nt A. Unsecured Loans: L14 Classic Visa Card $145.28 $1.54 PAID OFF 04/02/12 8. Secured Loans: C. Mortgage Loans: $ $ $ $ $ $ $ $ 9. Miscellaneous: Mr Fluman si ned an IRA Beneficiary Designation /Change form on 7/25/2002 designating primary beneficiary on his IRA Willmore Fluman, Jr. Copy enclosed. REV -509 EX+(01-10) pennsylyania SCHEDULE F INHERITANCETAXRETURN JOINTLY-OWNED PROPERTY RESIDENTDECEDENT ESTATE OF: FILE NUMBER: Willmore Fluman Sr. 21 12 0336 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Candace L. Fluman 45 Impala Drive daughter Dillsburg, PA 17019 e. Willmore Fluman, Jr. 132 Orebank Road son Dillsburg, PA 17019 c. JOINTLY-OWNED PROPERTY: ITEM NUM. LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OFPROPERTY. INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCT NUMBERORSIMILARIDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTSINTEREST 1 A 10/7/96 F&M Trust Joint Checking Account No. 3,029.47 50.000 1,514.74 3323854 made joint with Candace L. Fluman on 10/7/1996 per attached letter from F&M Trust dated 4/212012 2 AB 01/16/04 Belco CCU CD #34484 made joint with 5,109.07 33.333 1,703.02 Candace L. Fluman and Willmore Fluman on January 16, 2004 per attached letters from Belco Community Credit Union dated April 26, 2012, August 6, 2012, and November 20, 2012 3 AB 01/16/04 Belco CCU CD #48803 made joint with 9,030.66 33.333 3,010.22 Candace L. Fluman and Willmore Fluman on January 16, 2004 per attached letters from Belco Community Credit Union dated April 26, 2012, and November 20, 2012 4 AB 01/16/04 Belco CCU CD #59636 made joint with 11,660.64 33.333 3,886.88 Candace L. Fluman and Willmore Fluman on January 16, 2004 per attached letters from Belco Community Credit Union dated April 26, 2012, and November 20, 2012 5 AB 01/16/04 Belco CCU CD #65032 made joint with 15,253.23 33.333 5,084.40 Candace L. Fluman and Willmore Fluman on Total from continuation Schedule(s) 5,440.30 TOTAL (Also enter on Line 6, Recapitulation) I 20,639.56 If more space is needed, use additional sheets of paper of the same size. Estate of: Willmore Fluman Sr. Schedule F -Jointly-Owned Property Page 2 21 12 0336 Letter Date % of Date of Death Item for Joint Made Date of Death Decd's Value of Num. Tenant Joint Description of Property Value of Asset Interest Decedent's Interest 5 January 16, 2004 per attached letters from Belco Community Credit Union dated April 26, 2012, and November 20, 2012 6 AB 01/16/04 Belco CCU CD #65033 made joint with 8,140.08 33.3333 2,713.36 Candace L. Fluman and Willmore Fluman on January 16, 2004 per attached letters from Belco Community Credit Union dated April 26, 2012, and November 20, 2012 7 AB 01/16/04 Belco CCU CD #69662 made joint with 8,163.33 33.3333 2,721.11 Candace L. Fluman and Willmore Fluman on January 16, 2004 per attached letters from Belco Community Credit Union dated April 26, 2012, and November 20, 2012 8 AB 01/16/04 Belco Community Credit Union Savings Acct. 17.48 33.3333 5.83 58900 made joint with Candace L. Fluman and Willmore Fluman on January 16, 2004 per attached letters from Belco Community Credit Union dated April 26, 2012, and November 20, 2012 TOTAL. (Carry forward to main schedule) ...... 5,440.30 t 11f 1 ~N _ -2 ~s ~--_-.~ ~-~i'~` _ t s.~*e 1 + a - ~ ~ _- ~~ 1~4Ea ~i ~ ~;`~~ r j ~ _.~a e.+ - + t ~''t'' ` - _ ~., s~~~ F 1~ } 1 ~+.~- ~,~ -~ a.,~~ ~_ ~~ -~ ~ '.:.1 _ _ t- `emu=--= ~ w` i ' a -~ ~ `R ~, _~ i ~ -.. t 'ni ~~Ft-~+G~ 'il. ~~Y t+, ~ _ i L ; st~,i st.4 , f f} Y 11 4 ~. c+ ' ~ fsr - '- _ _ ~wwf~trllst~~~~~com _ .. April 2, 2©12 Saidis, Sullivan & Rogers Attorneys at Law 26 West High Street Carlisle, PA 17013 RE: Willmore Fluman Sr. To Whom It May Concern: In reference to the above customer, our records show the enclosed information to be accurate as of the date of decedents death. If I may be of any further assistance, please contact me. Sincerely, ~ - Brenda Hahn Deposit Operations Clerk 717-261-3668 y ,, ~'/ ,- ;, .. -_ .., 7.17-264-6116 ~ ~; 888-264.5116 :? ~: P.O. Box 6010 ~ /Chambersburg,~PA ~ ~ 17201-601.0 ` - ~ ~., ~ ~;:< ~ .. i., ~ ., .i li1f....i• •L `_._ _+ ~ 3 j 1. !? - VYf 1.::.:~~.}. ;:.~.,- ~ f ~~=_.~ r. p;~. O:fl'L~E~ .Y~O U'-'~K.NO W. .~; .r~ ;; ~; .. _ :A.L.-_~S 0~: ~~U fi~1.0 (~ S;.'. l~~R 0 M Y~~ - - _ _ ~.~ f ~,~« -- _ ~ ' ... -~ -..-~ ~-~.~jA . : E-s..'-y .~ < _ - T ,_,, -.w.> _ _ = + - vaFS'Ts:-~4f2' - ~ Y - '-S G - +Jvv¢•-L .t~-r' f ~ - -_ ...-... r..~.;r.~ -c... ... .«.. ~- ~ u.-.i:.`,g't- ..'. '"'~ '•'~nS g,-.,'~'~.."~ L- "fit` ~csr 'vim' Y ..:_.:-.. _ _,. ,r:- S .. ... ~ ,_<83.. ~=~ ... =._-~_ •- '._ s~ri_:-a?;:.~~~? i'~~,-° ryT~ra ~.~y..' _~.rl _7 ,~.:a~`n.....,...~.an- .~~:~i ~ ,~tts..-=s;x..,,&y~s.~ ~,kb:_u~a.~t'-:~_ ~` ~~. ~ ,_._~37~Sz~~`-..:r^~.~~'L~_.x rs; c"'r~~.. f~,ij~~,~.d.~i r.T..._~~€.,.~~..ei:~.~~_,~~u3~.~d~~6.r$F ...~:.~..:.3.i - _ ~~ ~ z #- }° fc~51~,~rY"s~'~~a~-~i~ ~'f~~ah..'a-.'SasLs' ~ :.~_~ - C7 D m n .. ~ ~ ~ D n ~, w o = N ~ '~ W ~ CT Z ~' = 3 ff -, o ~ o' ~ 3 p co w rn ~ n O N W N .+ fD EA W ~ ~ N ~ ~ ~ .P ~ n ~ n D 'o N ~' ~ C N a w ° N -+ o ~ ~ o ?..,w v d w O 3 -n ~ m cn~n~ D C (~ N _ ?. o ~a 3 n 0 ~ L su o c s ~ r- ?~ O N C L ' C N O ~' w ~ N ~ ~ ~ Z '* o co 0 O N L ~ O ° ~ w m w ff so a O -' -n (D ~ Z (D ~ n~ ~ ~~ m ~ T a' r ~ -+ r ~ ~ O ~ ~ C w m ~ T o ~ ~ C N D Z AUti U ~lU]Z COMMUNITY CREDIT UNION Law Offices of SAIDIS, SULLIVAN & ROGERS 26 West High Street Carlisle, Pa. 17013 August 6, 2012 Re: Estate of: Willmore Fluman, Sr. Social Security No. 190-18-0269 Attention: Dolly, This is an amended letter on the following: This is to correct the balance at date of death of 2/23/12 for Certificate of Deposit # 334484 to $5106.02. If you need any further information, please call me at 717-720-6414. Sincerely; ~.~ ; ~-~ J ~~`rYvonne James Finance Department COMMt7NITX CI~IaI~~ UNION -Law Offices of Saidis, Sullivea~. & ~Qgers 26 West High Stxeet Carlisle, Pa. 17013 November 20, 2012 fie: Fstate of: Willmore Flurnan, Sz-. S.S. 190-18--0269 Attention Dolly, This xs the amended information on account 05$900 of the decedent referenced above: That Candace L Fluz~,~ and Willmore Fluxxlaxz, Jr. are joint owz~exs ox~ this account 058900 whXcl~ zncludes the Savings A.cc4unt and Certif cafes of deposit. They weze added as joint owners to the account on January 16, 2004 The (II~.A,} Individual T.~etirernent Account is only under the owl~exslc~.p of Willn~oz~e Flulnan, Sr. the decedent S 111CE:rely, Xvonne es Finance e~artment B~r,CO CCU REV-1510 EX+(08-09) e pennsylvania SCHEDULE G urNnHir.r'v~ Uf i:t:y~Ni;F INTER-VIVOS TRANSFERS AND INHERITANCETAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Willmore Fluman Sr. 21 12 0336 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUM DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE,RELATIONSHIPTODECEDENT& DATE OFTRANSFER. ATTACH COPYOF DEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION (IFAPPLICABLE) TAXABLE VALUE TOTAL (Also enter on Line 7, Recapitulation) I 0.00 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(10-09) i, pennsyluania INHERITANCETAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Willmore Fluman Sr. 21 12 0336 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Willmore Fluman, Jr., reimbursement for payment to Montoursville 625.00 Cemetery 2 Candace L. Fluman, reimbursement for payment to Peter Herdic House 2,615.04 Restaurant -funeral meal 3 Willmore Fluman, Jr., reimbursement for payment to Spitler Funeral Home, 10,347.00 Inc. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 15,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: See schedule attached 3,118.50 TOTAL (Also enter on Line 9, Recapitulation) I 31,705.54 If more space is needed, use additional sheets of paper of the same size. Estate of: Willmore Fluman Sr. Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item _ Description 7 Candace L. Fluman, reimbursement for payment of probate fees to Register of Wills 8 Reimbursement to Willmore Fluman for paint and supplies 9 Reimbursement to Willmore Fluman for car maintenance on the Buick Roadmaster 10 Willmore Fluman -tree removal and yard supplies 11 Patrick Wadkins -painting, packing and moving of household goods TOTAL. (Carry forward to main schedule) ..... . Page 2 21 12 0336 Amount 423.50 400.00 45.00 450.00 1, 800.00 3,118.50 REV-1512 EX+(12-08) a, pennsytvania SCHEDULE ~,t~~~~~,.r~,, ~~~ n,~~~_~,,f} DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENTDECEDENT ESTATE OF FILE NUMBER Willmore Fluman Sr. 21 12 0336 Report debts incurred by decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Met-Ed 215.58 2 Century Link 73.67 3 AT&T Services 48.59 4 Echostar Communications 54.05 5 TD Mills Promotional Products -buttons for family reunion 233.27 6 Met-Ed 240.22 7 Dailey Eye Associates, PC -medical bill 113.17 8 State Farm Insurance -car insurance 212.46 9 Candace L. Fluman, reimbursement for pay off of Belco Community Credit 161.77 Union Visa credit card 10 Century Link -phone bill 72.60 11 Penn Waste, Inc. -trash bill 47.85 12 State Farm Insurance -homeowners policy 612.00 13 AT&T Mobility -cell phone bill 17.22 14 Met-Ed 55.06 15 SMTA -Water bill 28.00 16 Century Link -phone bill 50.44 17 Met Ed -electric bill 117.50 18 Mary A. Murray, Tax Collector - County/Township real estate taxes 872.77 19 Mary A. Murray, Tax Collector -per capita tax 10.00 20 State Farm Insurance 195.55 21 SMTMA -water bill 28.00 Total from continuation Schedule(s) 74,044.64 TOTAL (Also enter on Line 10, Recapitulation) 77,504.41 If more space is needed, insert additional sheets of the same size. Page 2 Estate of: Willmore Fluman Sr. 21 12 0336 Schedule I -Debts of Decedent, Mortgage Liabilities, and Liens Item Number Description Value at Date of Death 22 Met-Ed 132.96 23 Mary A. Murray -Tax Collector -School real estate taxes 2,843.29 24 Met-Ed 137.64 25 Penn Waste, Inc. -trash bill 47.70 26 State Farm -insurance 212.46 27 SMTMA -water bill 28.00 28 Internal Revenue Service -federal tax owed for 2011 4,435.00 29 PA Department of Revenue -state tax owed for 2011 822.00 30 Met-Ed 124.68 31 State Farm Insurance 195.55 32 SMTA -Water bill 28.00 33 Commonwealth of Pennsylvania -registration for 1998 Buick Sedan 36.00 34 Met-Ed 132.96 35 Penn Waste, Inc. -trash bill 47.70 36 Reimbursement to Willmore Fluman for payment of Penn Waste, Inc. bill 55.00 37 Mortgage to Wells Fargo Home Mortgage -See attached letter from Wells 33,745.18 Fargo Home Mortgage dated November 15, 2012 38 Sovereign Bank Home Equity Loan -See attached Sovereign Bank 31,020.52 Statement of Account TOTAL. (Carry forward to main schedule) ...... 74,044.64 11/15/2012 14:07 9096583650 WELL F~ZGO PAGE 02/04 ;Lid: 'AOM~ ~~~~4~i; Mt)R'rCxA(~E No-~em~er i~ f 2012 Eetate ~~ i~il~,more F1.uman C/o ~~Lldace ~ lu~nan ~ ja ~~? amore Fl.uma~ Jr ~ ~ Im~aJ.a Dr Dills3~urg ~~ 1'~ o~~ Dear ,~,sta.te Qf Wi~,lmaa~e Flurtan F~ : i~aan ~3umber 0~.83].69~ ~~ ~acumerzt ~ s) Enclosed ivfAC XO~Oi-05~ 1003 c• Brie: Drive hr .~, Ril bE~TiBi~lll4r C~ ~~~,I~VO C1ie~it ~Q8 'hank yc~',~ iar your recent i~~c~uiry, and for giving us the cpport~..zrzi,ty ~, x~ro ride extra service to a valued cusfi Amer . Vote are pleased to encioee tie document(s) you requested. ;~f you have addita.ozzal quesi:iozxs, please gall one of our ser~~.c;~~g represe~,tatives at (8~5) 23-E-8271, Mor~da~ t~axougfh Friday, ~ 1'3iM to 10 L~Ni ~ or Saturday, 8 ~ to 2 PM, Gentra L T~.me - ~x~oe again, ~e ax'e happy to have been. Qf service to you, aid look far~axd to cantinuin~ to meet your needs in the future. inCGr^e~.~'F Envy©sux'e CS2~6jP~P. We115 ra"Si0 H~"~',~0~'9~9e is a dl~isf0(10'~wslls F,~rga T3ank, N,A, NMLSR ~ 344801 77 h ~1C e~~~ ~~?31 ~~} o~~n _•.~.. - i1/15/20i2 14:07 9096583650 WELL FA~GO PAGE 03104 S,'L~,~` FUME CUSTOMER ACC OUN'Z' ACTIVITY STATEMErtT ~~E~ Bt.~ PAR ESTATE WLU~~ORE FLC:~ C f C7 C~Nf,~ACE FT.,"~SMA~ C f O W I LI.+MQP~ ~'isUM~ -~'- 4 5 INiFn~A. z}P~ DI~L5lB~3RG PA 1.7 01_ ~ N~AC X0501-052 1003 E. Bsie, ~ri~ San 3Cr~~rdino, C1~ 92405 DA'C'E 11/i5~1r PACE ~. LOAAi N'i~ E~x : 43.8 3 ~. 6 9 4 9 9 - - - - ~ - - - ~ - - GT7RREI' fT AC C4~TN'x' INF~7R.MA~'zQ~ ' - - - - .. ~..... - -~~ ~E TOTAL P~zr~c~~~AZ & INTEL :EST ~ ° ZoAN INTEP.E~ 3T CU P,F,.ENT ~ ~ -,r.~T. PRiN'CiPAL E~C~~~ hEl~T fI PAY~~I' PA ' kATE r~AL:~..i~Tt~E EALANCE T3TJE :r`u~0-~ FAYMEj ~ 46 Q4" 5 1 5 .250 )4 25, 503.56 ~? . J+~ y 1 3 ~~~~~~ ~ ' ~ . r 03~Q1-7,3 ~ j 047.4 '~~~7~"~**T ~7~ *****~~~~* ~ :~C ~ ~ ~'~ ' **'~~'~~~*~` ~* 7~ 7~ ~7 y_L ~y y : ~*~l*iG 7c~**~C~ ~f ~'7~**iT ~"1~7: ~3 . . 7~ ~ ~i ~ y~str~ ~r ac ~t is AcTZVZ`rY ~oR ~~~ :IOD a z ~ a 1 / i a - ' 111 ~.4 ~ a~ 2 ~~P'EC~a.~ ~~j~l.~~:;~; P~~?CES~ DUE TRAI~TSA.CTION 5 TRp,NSA~L rz R s 0~7 _ r~-~ ~ ,~~ zm or~ ~~~~ SATE caD~ ~~ ~ --~~ ---~-------..r.~^_----e9___~a,..~ --~~,~- _-,..---------- --j--- ----ESCROW FA.I~/ PAID/ i~i PP _----OTREPti~--~...a.,. __-.. .., ~s - . ~ ~~sACTZa~v ;;ST zr~T~R ~'c~ EAr.,ANCE Lbi7E~~E:~cRIPTZO Ar2aUNT a.~. - - . . -..-- ---~ ~~~ ---~------- ----------~-------..~..~----~ ------ ~0-18-12 12-12 1.73 PAYMI;N'r 5 .65 L j 0~ 7 .4 6 931.81 11 0. as ~~~~ NEW PRZNCIPAI;/'ESCP~OV~ ~3~'-~'+~-~~~. 25 , 503 .56 09-24-1"2 11-12 1"73 PAYMENT 047 - ?~ 927.75 119 , 71, ~ a . as .~ ~ti :/ESCROW ~~~-C INCTPk'~ PR . p 26 f X35.37 . ,,, . . NEW Q~?~C __ d9-C}4-12 "J.D-i2 173 PA'YME~TT 1 p 047 .45 923.71 x.23 .75 0 , Q D NEVP PRINCIPAL/ESCROW EA~?~~~E 2,7 F 363.12 d~-06-1.2 09-12 173 PAYMENT 78 127 0.00 " . 1, 447.46 919.68 E NEW Pg.T1~CIPAI,lESCRC3~ni E~~N`Y 2Sr285.83 d7-1, °1-12 dcs-7.2 173 PAYNIEN''z' 1; 047.46 915.68 3,31.78 0.04 NEW PRZNCIPAI.a f ESCROW EA~~Cu 29p206.57. o~~13m~~~: d 6 -~ 14 ~ 12 0 7 -12 17 3 PA'YMEN`T a 00 ~., o~ 7 .~6 91,1. ~g 135.7 . TTr•~~^ NEW PRZNC.LPAL~ESCR~W EA~-.~~ ~.~~~ 3 0 ~ 122.19 ., .~ 05-21.-~,2 06-1i 173 PAYMENT 1; Qa7.45 907.72 1.3° .74 4 , a~ NEW PRIIV"CIP.t~~'-,~ESC~.OTi~T EA~'~C 31.p033.88 G4-~~~1 0 ~ .~ 2 5 _ ~, ~ p 5 ~-12 17 3 P~.YMENT 1 f Q47 , ~~5 903.76 1.43 .7d d , QO ~^ I~EW PRINCIP~3i~/E~ - ~~ 31 p 97.7, 6 a * - .-.-.~ - ~ ~~, 'a ... -~b.. . • ~ .... ...r...^_. •. ~~ _. wfiic Farx iaonc Mo~S~3A=1o,1a . dh~l:~an o`W~II: Fa~!}~ sank, NA NMLSR P AvaRm ... . 11f 15f 2@1c 14.07 9096583650 WELL FA~~GO PAGE 04f @4 MAC XO50~-0~? 1003 F. ~~ b:ive Sant Semardina, G.A.97~*0$ P.EQ BY P~'R CUSTOMER ACS QjJiVT ACTIVITY S'Z'ATEMEI~T FS~A T E i~'s~~,NOP.E FI~tI iN~A~T ~OA~i NU~~E}c:: ~0~1831~x949-9 PAGE ACTIViTX FC31~ FED ,z OD 01 / 01 / 12 `- 11 / 14 / 12 E~'~'EC'r2~~T~ ~}~~I'~ ' PP,~CESS ..._. __-D.u-E._.... , _ ._TRANSACTI4N I.QN T~tANSAC .L DESCRIP'CI0~1T - ~~` ~SAC~":~~1 T~A`~'E _I)PiTE . , COi~E _- --_ __----~_~-------_----~--~---- _~... _~- ~. - PAID/ RT~i ' ~ _ .~O C ~ ~ ESGRQW PAI]a/ - - - ~-- UN ' , ~, ~ °S ' . P NCE I1rTI'ERF ; S T ~ T B -~ T CEDE/DFsSCRZP~ .ANIC SAL~AN CE - - ~ _ _ - - _ ~ ~. _ ANl~L3NT , , ~ . _ ' - - - - - - - - - - -- - -1.... - .. ----~.,.._----~-- _------__~-------~ __~ ___---- q4-07__1: ;; U4-0~-12 04-~.2 ~,, Q47.46 173 P.~YMEN'z' 899__:~,82~- 147.64 .. 0.00 NEW _ PRINCZP.AI,/ES~~W $.k~C~,ti 32 , 845.35 0~-Q6-~.~ 03-1~ 173 PA,XMENT151 55 0.00 ' 1 ~ Q47 .4~ 595.91 NEW S. QRINCIPAI,~ESCRQ~+T F~?~ANC~ .. -... _ _.... 3-3,.r- 7..4.5 . ~ 8 G l m 4 ~ - ~.~ ~ ...~ 2 - 2~2 ~ ~~.~3 _::PA,XMEI3T 4 ~ 155 0 p . 0 0 1, 047 ~ 46 . 0 X92. NEW pRSI~GIPAT~/E,SC~.C~W SP.,~~N~=E~ 34 r 641: 0-9. b'Jcli3 F8r£4 Hcrx~ Mor:geo! k ~ dNl~lnn of Wclis F81g4 &ink, N.A. NMLSF 10 3!7hA01 To~etk~~ ~~~ ~~ ~~~ 4 r ,~overelgn . ~ . ~ • - WILLMORE FLUMAN ,~, PHYLLIS H FLUMAN 120 S RIDGE RD BOILING SPRGS, PA 17007-9712 >li,~i~.~.,iiiill~i~lili~~iilil,l~l.ti,ii„~li„illllili.iil~i~~li Santander Strong- Sovereign is part of one of the"World's Safest Banks"t STATEMENT OF ACCOUNT Account Number: 68 19 1 2 1 725 Statement Period From: O 1 / 15/201 2 Statement Period Through: 02/ 14/2012 Days in Statement Period: 31 Current Balance: 3 1 , 020.52 Credit Line Amount: 100 , 000.00 Available Credit: 69 , 067 .62 Minimum Payment: 218 .06 Payment Due Date: 03/ 1 1 /201 2 IMPORTANT MESSAGES There's never been a better time to get a Sovereign Auto Loan. Whether you're buying a new or used car, or refinancing your current auto loan, Sovereign has great rates, flexible terms, and an application process that's quick and easy! Visit a Sovereign Branch or call 1.877.4.SOV.LOAN to learn more. ~ ~ ~ Principal Due $129.92 Beginning Balance $32,432.38 INTEREST CHARGE Due $88.14 Advances $0.00 Past Due Amount $0.00 Payment Received $1,500.00 Late Charges Due $0.00 INTEREST CHARGE $88.14 Total Minimum Payment Due $218.06 Ending Balance $31,020.52 SUMMARY OF VARIABLE RATE REVOLVING ACCOUNT BALANCE Periodic Rate From 01/15/2012 Periodic INTEREST CHARGE $88.14 Periodic Rate Through 02/14/2012 ANNUAL PERCENTAGE RATE 3.2500 Daily Periodic Rate* .0000890410 Balance Subject to Interest Rate $31,932.79 Ending Balance $31,020.52 * The daily periodic rate may vary. TRANSACTION ACTIVITY SINCE YOUR LAST STATEMENT Posting Date Effective Date Activity Description Amount Balance 01/15/2012 BEGINNING PRINCIPAL 32,342.05 02/06/2012 02/06/2012 REGULAR PAYMENT 1,500.00 30,932.38 TO PRINCIPAL 1,409.67 TO *INTEREST CHARGE* 90.33 02/14/2012 ENDING PRINCIPAL 30,932.38 ******~$****~********************~******~~~~***** FEES **~*************~**~~~******~* ***~~*****~*********$ TOTAL FEES THIS PERIOD .00 *******************~~*****~*~*~*~***~*****~ INTEREST CHARGED ************************ ****~~~*~~*******~*** TOTAL INTEREST THIS PERIOD 88.14 ********~***~*~****~********~******~~***2012 TOTALS YEAR-TO-DATE***~***************** *~*****************~~ TOTAL FEES CHARGED .00 TOTAL INTEREST CHARGED 178.47 (~ ,~ REV-1513 EX+(01-10) ~'i~' pennsyl~ania SCHEDULE J Ill F'AF?Ttef ~J': t:r fi}.~V ~.M i~F INHERITANCETAX RETURN BENEFICIARIES RESIDENTDECEDENT ESTATE OF: FILE NUMBER: Willmore Fluman Sr. 21 12 0336 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustees OF ESTATE z TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2).] Candace L. Fluman daughter 413,886.71 45 Impala Drive Dillsburg, PA 17019 Willmore Fluman, Jr. son 413,886.70 132 Orebank Road Dillsburg, PA 17019 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15TH ROUGH 180E REV-1500 COVER SH EET, AS APPROPRIATE. zz NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. If more space is needed, use additional sheets of paper of the same size. REV -1514 EX+ (4-09) ~ pennsylvania lit f'AH I!s:.y7 [: y: Hr:V"Fl ii INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAI N Check Box 4 on REV-1500 Cover Sh FILE NUMBER This schedule should be used for all single-life, joint or successive life estate and term-certain calculations. For dates of death prior to 5-~ -89, actuarial factors for single-life calculations can be obtained from the Department of Revenue. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate below the type of instrument that created the future interest below and attach a copy of it to the tax return. I~ Will ~ Intervivos Deed of Trust ^ Other NAMES OF LIFE TENANT DATE OF BIRTH NEAREST AGE AT DATE OF DEATH TERM OF YEARS LIFE ESTATE IS PAYABLE Life or ^ Term of Years ^ Life or ^ Term of Years ^ Life or ^ Term of Years ^ Life or ^ Term of Years Life or ^ Term of Years 1. Value of fund from which life estate is payable •••••••••••••••••••••••••••••••••••••• 2. Actuarial factor per appropriate table ••••••••••••••••••••••••••••••••••••••••••••• Interest table rate - ^ 3.5% ^ 6% ^ 10% ^ Variable Rate % 3. Value of life estate(LinelmultipliedbyLine2) ••••••••••••••••••••••••••••••••••• • NAMES OF LIFE ANNUITANT DATE OF BIRTH NEAREST AGE AT DATE OF DEATH TERM OF YEARS ANNUITY IS PAYABLE ^ Life or ^ Term of Years ^ Life or ^ Term of Years ^ Life or ^ Term of Years ^ Life or ^ Term of Years 1. Value of fund from which annuity is payable ••••••••••••••••••••••••••••••••••••••• 2. Check appropriate block below and enter corresponding number • • • • • • • • • • • • • • • • • • • • • - Frequency of payout - ^ Weekly (52) ^ Bi-weekly (26) ^ Monthly (12) ^ Quarterly (4) ^Serni-annually (2) ^ Annually (1) ^ Other ( ) 3. Amount of payout per period ••••••••••••••••••••••••••••••••••••••••••••••••••• 4. Aggregate annual payment, Line2multipliedbyLine3 •••••••••••••••••••••••••••••••• 5. Annuity Factor (see instructions) Interest table rate - ^ 3.5% ^ 6% ^ 10% ^ Variable Rate % 6. AdjustmentFactor(Seeinstructions)•••••••••••••••••••••••••••••••••••••••••••••• 7. Value of annuity - 1f using 3.5, 6, or 10%, or if variable rate and period payoutisatendofperiod,calculationis: Line4 X Lines X Line6 ••••••••••••••••••••• If using variable rate and period payout is at beginning of period, calculation is: (Line 4 X Line 5 X Line 6) + Line 3 NOTE: The values of the funds that create the above future interests must be reported as part of the estate assets on Schedules A through G of the tax return. The resulting life or annuity interest should be reported at the appropriate tax rate on Lines 13 and 15 through 18 of the return. If more space is needed, use additional sheets of the same size. REV-1647 EX+(02-10) SCHEDULE M :sue pennsylvania FUTURE INTEREST COMPROMISE Ut~. f'llHlht r'-N; tip Rr~i f-PJ iii INHERITANCETAX RETURN (Check Box 4a on Rev-1500) RESIDENTDECEDENT ESTATE OF FILE NUMBER Willmore Fluman Sr. 21 12 0336 This Schedule is appropriate only for estates of decedents dying after December 12, 1982. This schedule is to be used for all future interestes where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. ^ Will ^ Trust ^ Other I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY 1. 2. 3. 4. 5. II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within nine months of the decedent's death, check the appropriate box below and attach a copy of the document in which the surviving spouse exercises such withdrawal right. ^ Unlimited right of withdrawal ^ Limited right of withdrawal III. Explanation of Compromise Offer: IV. Summary of Compromise Offer: 1. Amount of future interest • $ 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (Also include as part of total shown on Line 13 of REV-1500.) . $ 3. Value of Line 1 passing to spouse at appropriate tax rate Check One ^ 6%, ^ 3%, Q 0% • $ (Also include as part of total shown on Line 15 of REV-1500.) 4. Value of Line 1 taxable at lineal rate Check one Q 6%, Q 4.5% . • $ (Also include as part of total shown on Line 16 of REV-1500.) 5. Value of Line 1 taxable at sibling rate (12%) (Also include as part of total shown on Line 17 of REV-1500.) • $ 6. Value of Line 1 taxable at collateral rate (15%) (Also include as part of total shown on Line 18 of REV-1500.) • $ 7. Total value of future interest (sum of Lines 2 thru 6 must equal Line 1) • $ If more space is needed, use additional sheets of paper of the same size. REV-1649 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE O ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) ESTATE OF FILE NUMBER Do not complete this schedule unless estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule O, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule O, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on schedule O, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. Part A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113(A) trust or similar arrangement. Part B: Enter the description and value of all interests included in Part A for which the Section 9113(A) election to tax is being made. (If more space is needed, insert additional sheets of the same size) LAST~WILL AND TESTAMENT OF SAIDIS, SHLT~']F & NiASLAND ATTORNEYS•AT+LAW 26 W. High Street Carlisle, PA W T LLNlORE FLUMAN , S R . ILLMORE.~.FLUMAN, SR., ~of Monroe Township, Cumberland I,. W County, Pennsylvania, being. of sound and disposing mind, memory. understanding, do hereby make, publish and declare this- as and and for my Last Will and Testament, hereby revoking all... other. Wills -and. Codicils. heretofore made by me . , ... . "~ FIRST direct -the payment ~ of my just debts and expenses of my I ' llness and funeral from my estate as soon after my death as last i venientl may be done. Further, I direct my .personal con Y re resentative to see that my body is interred in my cemetery lot P at the Montoursville Cemetery, Williamsport, Pennsylvania. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal re resentative shall consider necessary and desirable for the P urehase, erection and inscription of~ a suitable marker for my P grave . ~ ,. .... ~ . SECOND eath m automobiles, household and personal effects I bequ Y er tan ible personalty of like nature, not including cash and oth g or securities, together with any existing insurance thereon, to ' e PHYLLIS H. FLUMAN, if she survives me by sixty (60) my wif , a s . Should my wife, PHYLLIS H . FLUMAI.~T, not be living on the d y s ixt -first (61st) day after may death , then, I bequeath such Y tangible personalty and insurance thereon to --my children, WILLMORE . FLUMAN, JR . AND CANDACE L . FLUMAN, to .:be divided among them by my .personal representative with due regard for the-ir \ preference in as~nearly as equal shares as practical.. . - - ~ THIRD MARITAL DEDUCTION SAIDIS, S~IIJF~' & I~ASLAND ATTORNEYS•AT•LAW Z6 W. High Street Carlisle, PA If~ my .wife, PHYLLIS H. FLUMAN, survives me (and I direct that for t:he purpose -of .this Item of my Will; she shall ~ be deemed . . to have. survived me unless it appears unmistakably that she predeceased me) , and ~ -if the federal estate tax due because of my death will be reduced by making this gi-ft for her benefit, .. I devise- .and bequeath to my wife, PHYLLIS -H . FLUMAN, absolutely, the least amount -(based upon values as finally determined for federal estate tax purposes) as shall be needed for -the federal - estate tax unlimited marital deduction to reduce the federal estate tax to the lowest possible figure after full use of all other deductions and credits allowable in calculating the federal estate tax, except- ~ that -such amount shall be calculated without - regard t.o the augmenting of my. taxable estate: by -reason of eneration-skipping transfers and without regard for any -credit g for state death taxes that -would not otherwise be payable. Accordingly, I direct that: (A) ~ Sf the marital deduction, or any similar benefit, is allowable with respect to any property,~including property held by entireties, which my wife has received prior to my death or at my death will receive otherwise than pursuant to this Paragraph Third the value of such property shall be taken into iii consideration in calculating the size of the gift under this Paragraph Third. (B) No property ineligible for the .marital deduction, or an si.mi~lar benefit, shall be ~ distributed to :this gift ~ .fo.r my.:~ Y wife, PHYLLIS H. FLUMA.N, ..pursuant to this Paragraph Third. _. (C) Either cash or investments or both may be allocated to the gift ~ under this Paragraph Third . ~ , D) - pn ~ property . allaca~ted ~under~ this .Paragraph ~ Third, in; ( Y kind shall be valued at the value at which it is finally included in my gross ~ estate f or~f ederal estate tax purposes , provided that the aggregate .market value thereof on the date of allocation (plus the value as f finally determined for federal , estate tax urposes of all other property qualifying for the marital P deduction) is at' least equal to the dollar value of the marital deduction as finally determined for federal estate tax purposes . .~ (E) If any provision of my will shall result in depriving my estate ~ of the marital deduction for federal estate tax urposes; such provision ~is hereby revoked and my. will .shall be P s if an portion thereof 'incons'istent with allowance of the read a Y marital deduction for federal estate tax purposes is null and void. SAII3IS, ~I~LTF'~ & MASLAND pTTORNEYS•AT•LAW 26 W. High Street Carlisle, PA FOURTH RESIDUARY I five, devise and bequeath all the rest residue and g remainder of my estate of every nature, and wheresoever situate to WILLMORE FI,UMAN, JR• AND CANDACE L. FLUMAN, per stirpes. FIFTH All federal, state and. other death taxes payable because .of the my death on the property forming my gross estate for. tax ores whether or not ~it passes under this Will, shall be,paid. purp , out. of the. principal of my probate estate so that-, the burden thereof f all.s on my residuary ~ estate . This provision. -shall ..not apply to generation-skipping' transfer taxes. SIXTH I direct my Executor to~.exercise any options :.available in determining and paying death- taxes in my estate in such a way as reasonably may be expected. to .achieve the greatest .overall tax. savings ~for..my family, without regard to any effect. upon the size: . of ~ t~he~ .marital . -deduction ~arid without requiring adjustments between income and principal. SEVENTH I authorize my executor or any other fiduciary acting under SAIDIS, SH~J~'F & IViASI,AND ATTORNEYS•AT•[.AW 26 W. High Street i Carlisle, PA this instrument: (A) To retain and 'to ~ invest in all forms of real estate and personal property, without being confined to~ investments authorized- by a~. statutory list, without being .required to diversify and regardless ~ of any ~ principle of law .limi~t:ing delegat~ion~of investment responsibility by executors or. trustees; (B) To compromise claims and to abandon any property which, in my Executor's or my Trustee' ~s opinion, is of little or no value. (C) To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; SAIDIS, S~~Tk'F & N~ASLAND ATTflRNEYS•AT•LAW 26 W. High Street Carlisle, PA (D) To join in any merger, reorganization, voting-trust plan or~ other concerted action of security holders, and to delegate discretionary duties with respect thereto;.: (E) To borrow from anyone , even . i f the lender i s . an executor ~ or trustee hereunder, and ~ to pledge property: as. security for repayment - of the funds borrowed; (F) To make loans to, and to buy property from, my spouse's executor or adminis.trator;~ - ~~ (G} To employ and ~ to rely upon advise given by investment counsel, to delegate discretioriaY'yauthority to make ~ changes in . investments to investment counsel,~~and to pay investment. counsel reasonable ~ compensation in add~it ion to any ~ fees .otherwise .payable to my executor and my trustee; (x) To employ a custodian, to hold property unregistered or in the name of a nominee (including the - nominee of any institution employed as custodian), and to~ pay reasonable ti compensation to the custodiari~ in addition to any fees otherwise payable to my executor and my~trustee; (I) To hold two or more trusts hereunder - as a combined fund (allocating ratably to such trusts all receipts .from, and ex enses of, the combined fund) for convenience in investment and P administration; provided that any combination of trusts for this purpose .shall ~ not alter their status as separate. trusts ; and (J) To distribute in cash or in kind. These authorities shall extend to all property at any time held by my executor of any fiduciary and shall continue in full force until the actual distribution of all such property, except as otherwise specifically stated. All powers, authorities, and discretion granted by this Will shall be in addition to those. ranted by law and shall be exercisable.: without court g authori zation~: S1~II)IS, S H ~T ~ F• & IVIf~.SLAND ATTORNEYS•AT•LAW 26 W. High Street Carlisle, PA . EIGHTH I appoint my wife, PHYLLIS H. FLUMAN,.to act as Executrix of. this ~ my Last Will andTestament . Should my wife, PHYLILS H.. FLUMA.N, ~ fail to qualify or cease to act as Executrix,. I appoint CANDACE L. FLUMAN AND WILLMORE FLUMAN, JR., Co-Executors of this my Last Will ~ and Testament . . ~ . ~ NINTH I direct that no personal representative, guardian, trustee they fiduciary appointed under this instrument shall be or o required to give bond for the faithful performance of their duties in any jurisdiction. ~~ IN WITNESS WHEREOF, I, WILLMORE FLUMAN, SR., have reunto set my hand and seal~to this my Last Will and Testament, he consisting of six typewritten pages, the first five of which bear ' nature in the margin for identification, this z-~ day my s ig of __T~/~+2-l ~- 2000. . ~ ~ ~~~ Wil'lmore F uman, Sr.,Testator Signed, sealed, published and declared by the above-named tator WILLMORE FLUMAN, SR., as and for his Last Will and Tes , Testament in the presence of us, who have hereunto subscribed r names at his request as witnesses thereto, In the presence of ou SAIDIS, SH~J~'~' & IviASLAND ATTORNEYS•AT•LAW 26 W. High Street Carlisle, PA said Testator and of each other. ~ ADDRESS_ ~ ~-~ ~ ~~? - ~7~~?l~~- ADDRESS (., ~~ LSS ~ /,~ ~ <r~ ~ r COMMONWEALTH OF PENNSYLVANIA:. SS COUNTY OF CUMBERLAND WE, WILLMORE FLUMAN, SR. Robert C. Saidis AND Teresa. M. . xoover ~ .the: Testator and witnesses , respectively be~ne first g are signed to the foregoing or o tthehudndersignedn authority that duly sworn, do. hereby declare t Testator signed and executed the instrument .that 1heLexecuted the and Testament and that he ctg for the lpurposes therein expressed, as his free and voluntary a in the presence and hearing of and that each of the witnesses, e Testator signed the Will as witness and tha or moree .ears of th their ~ knowledge the Testator `^'o sconstraint or undue influence . age, of sound mind and under n ~ . c~~ Willmore lu an, Sr. Testator • ~ Robert C. ~ Saidis Witness Teresa M. Hoover , Witness bscribed, sworn to and acknowledged before mn or a.f f iMOmed Su FLUMAN, SR. the Testator, and subsandb Tere a M Hoovor to before me by Rob t c . saidis ~ 2 0 0 0 . witnesses, this Q20 day of .~ r Notary Pub ~~ c 1~pTAR1At. 81=~- y(p,Nnl i.. l.l;NFLER, (~1'f~R' R9.i8~ ~~~pa~cp~tR~EB~ ~~ ~