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Home My WebLink About03-27-13 (2) 1505611160 REV-1500 EX,`Z,:,;.FI nFnetaL use ONLY FA Depattmem of Revenue pennsylvanla County Cede Year File Number a•mer *vro.._ ri PO Bo atactoI Taxes INHERITANCE TAX RETURN ^} HaBOX23CADs "�} +��-� ttafriaD„m PA 171284601 RESIDENT DECEDENT {fit ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDOYYYY Date of Birth MMDDYYYY 06032012 10271949 Decedent's Last Name Suffix Decedent's First Name MI SHEPPARD RONALD d (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW Qx I.Original Return [ 2.Supplemental Return [ 1 Remainder Return(Date or Death Prior to 12-13421 0 a.Limited Estate Q 4a,Future Interest Compromise(date of ( 5..Federal Estate Tax Return Requires death after 12-12421 Q 6.Decedent Died Tastate 7..Deoedarit Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes (Attach Copy of Wq (Adadh Copy of Tn,so g-utgmkn precedes Recurred 10,Spousal Poverty Credit(Date of Death Q 1 t-Etectiors td Tax under Sao.91 13A) Between 12-31.41 and 1-1-45J (AttaCh Schedule O) i CORRESPONDENT-THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE WCTED TO: ;Xy ',. Name Daytime Tef�fhep Number n C> 3 nt ROBERT G. FREY 7172432M Of-- REG t1/11ILLS ON y First Line of Address y3 {? -:A 5 S. HANOVER ST. x. Second Line of Address _�� .� r" q , ,. ..J DATE FILED City or Post Office State ZIP Code CARLISLE PA 17013 Correspendent'se-maladdress: RFREYa1FREYTILEY.COM Under penea,es of perjury,I deotare that i nave examined this retum.Including aoCampanyirg schedules and treatments.and to line best of my xnomedge and belief, it is True.don@dt and Complete.Declaration Of praWtar other than the temnal representative it based on ail information la Wham maroaref has any immisedge . SI ATURE F PERSON RESPONSIBLE FOR FILING RETURN D ADDRESS f 5 GNA RX.�fr._.r_Qt�k, li�•lhC t�,y EPRE L7°JO iS - ,7 So ft¢'h k,,, Ir I>QAls/x Al 1,70/ ADDRESS �'� 5 SOUTH HANOVER STREZrCARLISLE, PA 17013 PLEASE(SSE ORIOINAL FORM ONLY Side 1 1505611180 1505611180 „� 1505611280 REV-1500 EX(Fl) Decedent's Social Security Number Decedent's Name: RONALD J SHEPPARD RECAPITULATION 1. Real Estate(Schedule A). ... . . . .. ... . . .. _ ... . . . .. .. . .. .. . . .. . . . 1. 214200 . 00 2. Stocks and Bonds(Schedule B). . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . 2. 2121 . 00 3, Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)... 1 NONE 4. Mortgages and Notes Receivable(Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . 4. NONE 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).. .. 5, 95470.00 6. Jointly Owned Property(Schedule F) =Separate Billing Requested . . . . . . . G. 4226 . 50 7, Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) =Separate Billing Requested...... . 7. 58077. 00 8. Total Gross Assets(total Lines I through 7). . . 8 374094 50 9. Funeral Expenses and Administrative Costs(Schedule H)....... .. . .... . .. 9. 20466.00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)... . . . . .. ._ .10. 47844 . 00 11. Total Deductions(total Lines 9 and 10).... . . ..... . .. . .. ... . . . . .. . .. . 11. 68 310.00 12. Net Value of Estate(Line 8 minus Line 11). .. . .. . . . .. . .. .. .. . . . . . . . . .12. 305784 .50 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . . . . . . . 13. 0 . 00 14. Net Value Subject to Tax(Line 12 minus Line 13).... ... ... .... ... ... 14 305784 . 50 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 0 15, 0 . 00 16.Amount of Line 14 taxable at lineal rate X 45 305784 .50 16. 13760 . 30 17.Amount of Line 14 taxable at sibling rate X ### 17. 0 .00 18.Amount of Line 14 taxable at collateral rate X ### 18. 0 . 00 19.TAX DUE.. . . . _... . . . .... ... ..... ... ... ....... . . ..... . . ... .. .. . 19. 13760 . 30 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT [� Side 2 I.. 1505611280 1505611280 REV-1500 EX(Fp Page 3 File Number 093-40-2331 Decedent's Complete Address: 21-12-0742 DECEDENT'S NAME RONALD J SHEPPARD STREET ADDRESS 80 OAK FLAT ROAD CITY STATE ZIP i NEWViLLE PA 17241 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 13760.30 2. Credits/Payments A.Prior Payments 13300.00 I B.Discount Total Credits(A+B) (2) 13300.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2,Line 20 to request a refund. (4) 0.00 5. if Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DOE. (5) 460.30 Make check payable to: REGISTER OF WILLS AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred........................................................................................ ❑ b. retain the right to designate who shall use the property transferred or its income.........___.........___............ ❑ c. retain a reversionary interest.._...........................................................__........_..._........_........._..... .......... ❑ d. receive the promise for life of either payments, benefits or care? .............................__.......................... ....... . ❑ 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?.._......._........................................................................_................__. ❑ 3. Did decedent own an"in trust foe'or payable-upon-death bank account or security at his or her death?............ ❑ 4. Did decedent own an individual retirement account, annuity or other non-probate property,which contains a beneficiary designation?.._._-._......................._......._...........-...._............... .._.......--......,..................... ® ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent(72 P.S. §9116(a)(L1)(1)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even it the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: e The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)1. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX*(01-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Ronald J Sheppard 21-12-0742 All real property owned solely or as a tenant In common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having re sionatis knowledge of the relevant facts. Real property that is jointly-owned with right of survivorshtp must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESGRIFTION 1. 80 Oak Fiat Road, Newville;county assessed value 173,000 2. 74 Oak Flat Road, Newville, raw land, county assessed value 41,200 TOTAL(Also enter on Line 1, Recapitulation.) $ 214,200 If more space is needed,use additional sheets of paper of the same size. REV-1903 EX+17-11, pennsylvania SCHEDULE B p PARTh4ENT6 REVENUE f c py r� INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Ronald J Sheppard 21-12-0742 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 MetLife stock, 75 shares, 28.28 average price 2,121 i TOTAL(Also enter on Line 2,Recapitulation) $ 2,121 If more space is needed,insert additional sheets of the same size REV-1508 EX+(11-10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT TAX RETURN INHERITANCE TAX R PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: R_onald J Sheppard 21-12-0742 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 2005 Chevrolet Silverado, 1500 5,367 2 2008 Toyota Sienna 9,916 3 1981 Coleman trailer 500 4 1996 Homesteader, GVVVR 2990 2,600 5 PSECU savings account 26,009 6 PSECU vacation club account 15,739 7 PSECU Christmas club account 1,025 8 PSECU money handier account 25,846 9 PSECU certificate S51 1,874 10 PSECU certificate S52 2,119 11 PSECU certificate S53 1,844 12 Miscellaneous personal property in residence 2,500 13 Adams Electric cooperative payment due 131 TOTAL(Also enter on line 5, Recapitulation) $ 95,470 If more space is needed,use additional sheets of paper of the same size. REV-1509 5X-101-10i pennsylvania SCHEDULE F DEPARTMENTOF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Ronald J Sheppard 21-12-0742 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. Ryan J. Sheppard 80 Oak Flat Road son NewvOte, PA 17241 B. Danielle K, Palmer 395 Edward J. Roy Dr. daughter Manchester, NH 03104 C. i JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH REM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 916/85 PSECU savings account 8.00 50.00% 4.00 2. A 91 PSECU checking account 6.00 50.00% 3.00 3. A 916185 PSECU certificate 550 2,680.00 50.00% 1,340.00 4. A 9/6/85 PSECU certificate 851 2,375.00 50.00% 1,187.50 Note: PSECU statement indicates that accounts were owned 0.00 jointly by Decedent, Ryan and Caryl Sheppard. However, 0.00 Caryl Sheppard,spouse of the Decedent,predeceased the 0.00 Decedent. 0.00 5. B 6/22/99 PSECU savings account 33.00 50.00% 16.50 6. B 6122199 PSECU checking account 292.00 50.00% 146.00 7 B 6/22/99 PSECU vacation club 302.00 50.00% 151.00 II. 8 B 6122199 PSECU money market account 2,757.00 50.00% 1,378.50 Note: PSECU statement indicates that accounts were owned 0.00 , jointly by Decedent, Ryan and Caryl Sheppard. However, 0.00 Caryl Sheppard,spouse of the Decedent,predeceased the 0 0O Decedent. 0.00 TOTAL(Also enter on Line 5,Recapitulation) g 4,226-50 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX,(08-09) SCHEDULE G pennsyivania p� pp & DEPARTMENT OF REVENUE INTER-VI VOS TRANSFERS INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Ronald J Sheppard 21.12-0742 _ 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. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR REtATiONSHIP TO DECEOENTMO DATE OF DEATH % DECO'S EXCLUSION TAXABLE NUMBER TIE OATS OF TRANSFER,ATTACH A CORY OF THE DEED FOR RM ESTATE. VALUE OF ASSET INTEREST °FAFnZAKP VALUE 1. American Funds IRA account no. 7338-1347-05 17,859 100.00% 0 17,859 2. American Funds IRA account no. 7338.1347-08 15,225 100.00% 0 15,225 3. American Funds IRA account no. 7338-1347-12 18,497 100.00% 0 18,497 4, American Funds IRA account no. 7338-1347-205 2,117 100.00% 0 2,117 5. American Funds IRA account no. 7338-1347-208 2,166 100.00% 0 2,166 6. American Funds IRA account no.7338-1347-212 2,213 100.00% 0 2,213 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL Also enter on Line 7, Recapitulation) $ 58,077 If more space is needed, use additional sheets of paper of the same size. REV 1511 EX*(10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND RESIDENT ED RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Ronald J Sheppard 21-12-0742 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: I. Ewing Brothers Funeral Home 3,010 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 9,360 Names)or Personal Represemaive(s) Danielle Palmer/Ryan Sheppard Street Address City State ZIP Year(s)Commission Paid: 2013 2. Attorney Fees: 7,500 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: 321 5. Accountant Fees: 5. Tax Return Preparer Fees: 7. Advertising in Cumberland Law Journal and the Sentinel 275 TOTAL(Also enter on Line 9, Recapitulation) $ 20,466 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX.(12-08) pennsylvania SCHEDULE I DEPARTMENT Or REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RESIDENT DECEDENT RETURN MORTGAGE LIABILITIES& LIENS ESTATE OF FILE NUMBER Ronald J Sheppard 21-12-0742 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,buluding unreimtrursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Allstate due at time of death 71 2. Centuryl-ink final bill 89 3. Adams Electric 152 4. Allstate Auto 105 5. Car loan payoff to Toyota Financial 1,713 S. Mortgage payoff to CCO Mortgage 43,721 7. Payoff credit card to DCM Services 1,993 TOTAL(Also enter on Line 10,Recapitulation) $ 47,844 II more space is needed,insert additional sheets of the same size. P ro _ ��rt Cumberland MapPeu n�YPq r C° PERP CbU�tT;, 80 OAK FLA PIN: 46 q (s y wy ti }x .tt �� OI Copyright 2011 Esri, All rights 80 OAK FLAT ROAD reserved. Wed Feb 6 20 PIN: 13 11:18:15 AM. Deedbo 09p515-028 ok: 0028N-p0499 Owner: SHEPPARD Rand Use Code: 101 RONALD J & CARYL Acreag oYPee: R S9uare Feet: 1856 Taxable Status: T Clean & Green Status: Ulf in ssessed Value $: 41300 Total Asses ed Vale al Ue $: 1317pp Sale Price $: 6000 a $: 173000 Sale Date: Tue Jul 10 1979 Year Built: 1979 0 ; Munici 08: 0 00 PM Hei Pality: WEST P 9ht in Stories: 1 ENNSBORO TWP Pnrna f Dwelling: DETACH BaSe rY Exterior Vinyl Air Condit- ercentage. 100 Total Roo rnng: NO oorn Bedr m 7 Bedrooms: S 5 Full Bath: 2 Half Bath: a c a d� u s= s • II ,; f v R A c xs rs s F s s ss r II fy t4 ¢ I S. F k t ;u I l -fix ^lF c 3 � F Q / L/�L �V d CL aT+ S'i Y ,z V p 3 S a }�j3{ Y0�9R m p m 3 E x •we p > e m o E E m & CL I ` t 2005 Chevrolet Silverado 1500 Regular Cab Pickup 2D 6 1/2 ft Trade In Values-Kelley Blue Book 216/13 11:50 AM go ZIP CODE:17413 I sign in i0,Sion ap, C-r !_awes Cc:>for sale Car r_Aev,S kob top o, cks i tcCiS .w Y' 2013 Chevrolet Silverado 1500 Popular at KBB.com E!,DY TD h?CLD S CYA.SILVERADO HAS EI LOWEST COST ® i The ao mpg Cars of 2013 OWNERSHIP O OF ANY FULL-SIZE PICKUP.' ,. adverhse�nt why ads' tch,,miet j tswerado-3SM Regular.( .) 12005 t] go.. 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The following are the Date of Death Balances for RONALD SHEPPARD's account with PSECU: Account Date of Death Balances Interest—JUNE 1-3 (S1) Savings $26,009.22 $0.21 (S2) Vacation $15,738.82 $0.13 (S3)Christmas $1,024.80 $0.01 (S4) Money Handler $25,846.29 $0.14 (S51) Certificate $1,874.38 $0.09 (S52)Certificate $2,118.72 $O.10 (S53)Certificate $1,844.43 $0.09 Please provide us instructions on closing the decedent's account. If you have any questions,please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, ce Sandy Ea eya?'J Member Service Representative PSECU Pennsylvania State Employees Credit union P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.234.8484 . 800.237.7328 * >>psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER. PSECO 07/18/2012 Frey & Tiley Attorneys at Law Robert G. Frey, Attorney 5 S. Hanover St. Carlisle, PA 17013 Re: RONALD SHEPPARD,Deceased. PSECU Reference# 3539951371740 Dear Attorney Frey: The above referenced person is a joint owner on an account with PSECU which was opened on September 6, 1985. The Share accounts were jointly held by Ryan J. Sheppard, Caryl Sheppard and Ronald J. Sheppard. The following are the Date of Death Balances for Ryan J. Sheppard's account with PSECU on which Ronald J. Sheppard was a joint owner: Account Date of Death Balances Interest—June 1-3 (S1) Savings $8.49 $0.00 (S4)Checking $5.99 $0.00 (S50) Certificate $2,680.30 $0.19—open 3/14/11 (S51) Certificate $2,375.14 $0.12 --open 6/13/11 If you have any questions,please contact me at(717)234-8484 or toll-free at(800)237- 7328, press 6, extension 3120. Sincerely, Sandy Fa ley Member Service Representative PSECU Pennsylvania State Employees Credit Union P.O. Box 67013, Harrisburg, PA 17106.7013 • 717.234.8484 • 800.237.7328 • s>psecu.com THIS(REDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER. PSECO 07118,2012 Frey&Tiley Attorneys at Law Robert G. Frey, Attorney 5 S. Hanover St. Carlisle, PA 17013 Re:RONALD SHEPPARD,Deceased. PSECU Reference#6001508681665 Dear Attorney Frey: The above referenced person is a joint owner on an account with PSECU which was opened June 22, 1999.The Share accounts were jointly held by Danielle K. Palmer,Ronald Sheppard and Caryl Sheppard. The following are the Date of Death Balances for Danielle K. Palmer's account with PSECU on which Ronald Sheppard is a joint owner: Account Date of Death Balances Interest—June 1-3 (S I) Savings $3183 $0.00 (S2) Vacation $301.64 $0.00 (S4) Checking $291.95 $0.00 (S7)Money Market $2,756.53 $0.03 If you have any questions,please contact me at(717)234-8484 or toll-free at(800)237- 7328, press 6, extension 3120. Sincerely, Sandy Fa ey Member Service Representative PSECU Pennsylvania State Employees Credit Union P.O. Box 67013, Harrisburg, PA 17106-7013 . 717.234.8484 - 800.237.7328 • >>psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER. Ewing Brothers Funeral Home, Inc. 630 South Hanover Street Carlisle, PA 17013- (717)243-2421 June 12,2012 Danielle K. Palmer 395 Edward J. Roy Dr. Manchester,NH 03104 The Funeral Service for Ronald J. Sheppard We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES,FACILITIES,AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL,SERVICES Basic Services of Funeral Director/Staff . . . . . . . . . . . . . . . . . $1200.00 2. FACILITIES/SERVICES/S7'AFFIEQUIPMENT Basic Use of Facility , , , , , , , , , , , , , , , , , , , , , , $200.00 Document Prep/Permanent Recording, , , , , , , $325.00 4 Days of cooling(Discounted), . , . . , , . . . . , , $150.00 3. AUTOMOTIVE EQUIPMENT Vehicle to transfer remains to Funeral Home, , , , , , , , , , , , , $295.00 Utility Car , . , , , , . . . . . . . . . . . . . . . . . . . $135.00 C. SPECIAL CHARGES Direct Cremation , , , , , , , , . , , , $345.00 FUNERAL HOME SERVICE CHARGES . . . . . . . . . . . . $2650.00 THE COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE THAT YOU HAVE SELECTED . . . . . . . . . . . . . . . $2650.00 Cash Advances Sentinel Obituarywdphota , $140.00 Valley Times/Shipp Papers . , . , , . , , , , , , . $60.00 Certified Copies of Death Certificate , , , , , , , , , , , , , , , , , $6(100 4 Keepsake Urns . . . . . . . . . . . , $200.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES . . . . . . . . $460.00 Total 'total Cost . . . . . . . . , . . . . , . . $3110.00 SUB-TOTAL, $3110.00 INITIAL PAYMENT/DISCOUNT t CREDITS 100.00 l('EclIi,,-b' p��tn1V�_ TOTAL AMOUNT DUE $3410.00 Vb�/" 1?y ytgr The unpaid balance over 30 days is subjected to a I.50%service charge per month-18.0000%per annum. T6 � 72>70t American Funds American Funds Service Company Post Office Box 22$0 Norfolk,Virginia 23501-2280 americanfunds.com THOMAS BOAK MYERS February 11,2013 CUSO FINANCIAL SERVICES LP I CREDIT UNION PL HARRISBURG PA 17110-2912 Re: THE GROWTH FUND OF AMERICA-A THE BOND FUND OF AMERICA- A CAPITAL INCOME BUILDER-A THE GROWTH FUND OF AMERICA-B THE BOND FUND OF AMERICA- B CAPITAL INCOME BUILDER-B Account#7338-1347-05/08/12/2105/208/212 CB&T CUST IRA RONALD J SHEPPARD/DECD Dear Mr. Myers: We recently received your inquiry regarding the balance of the account referenced below. The table below reflects the share balance, per share net asset value(NAV), and total value of the account on the date requested: Date Account number Share balance NAV per share Total value_ 06104/12 7338-1347-05 598.498 $29.84 $17,859.18 06/04/12 7338-1347-08 1,191.326 12.78 15,225.15 06/04/12 7338-1347-12 377.257 49.03 18,496.91 06/04/12 7338-1347-205 73.300 28.88 2,116.90 06/04/12 7338-1347-208 169.467 12.78 2,165.79 06/04/12 7338-1347-212 45.142 49.03 2,21.3.31 Please note that closed funds within an account may affect our ability to provide an accurate account value on the date requested. Mutual fund share prices vary with the fluctuations of financial market share prices.You can find current and historical prices, as well as other details for all American Funds on our website or on many financial websites. If you have any questions,please contact us at 8001421-0180. You can reach one of our service representatives Monday through Friday between 8 a.m. and 8 p.m. Eastern time. You may also obtain account information by visiting our website at www.americanfunds.com. THOMAS BOAK MYERS CUSO FINANCIAL SERVICES LP FEBRUARY 11,2413 PAGE 2 We appreciate the opportunity to be a part of your client's investment program. Cordially, American Funds Service Company