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Home My WebLink About05-15-13 (2) 1505611185 REV-1500 EX(02-11)(FI) OFFICIAL USE ONLY Bureau of Individual Taxes Department of Revenue County Code Year File Number Bu PO BOX 280601 INHERITANCE TAX RETURN //2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT p2 I l J 6 -3o ENTER DECEDENT INFORMATION BELOW 03052013 12161919 Decedent's Last Name Suffix Decedent's First Name MI BLIZZARD MARY J (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 ® 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Return Required death after 12-12-82) ❑vA 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) ❑ 9. Litigation Proceeds Received ❑ 10. Spousal Poverty Credit(Date of Death ❑ 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT• THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORM ON SHOULD BE.eIRECTED TO: Name Daytime Teleevne Number M � , �SUZANNE S . FRIDAY , ESQ . 717-2�-�10 --=z m a REGI FMFMLLS I1SE ONL1 First Line of Address t-'u o "CT 200 N . 3RD ST . 18TH FLR Second Line of Address co O 't7 City or Post Office State ZIP Code DATE FILED HARRISBURG PA 17101 Correspondent's e-mail address: SSFRIDAY@NSSH • COM Under penalties of perjury, I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF P N RESPPO� E FO LI R RN DATE,. ADDRESS .1 203 EAST R DGE ROAD DILLSBURG, PA 17019 SIGNATURE OF P ARER OTHER THAN R 7R !\ITATIVE DAT s a o i3 ADDRES 200 N . 3RD S 18TH FLR • HARRISBURG, PA 17101 PLEASE USE ORIGINAL FORM ONLY Side 1 1505611185 OM46473.000 1505611185 15D5611285 REV-1500 EX(FI) Decedent's Name: BLIZZARD MARY RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 0 • 00 2. Stacks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2 0 • 00 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C), , , , , 3 0 • 00 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , q 0 • 00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5. 2931 780 • 00 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested , . . , 6. 7, 576 . 00 7, Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested . . . . 7. 41414 • 00 8. Total Gross Assets(total Lines 1 through 7) , , , , , , , , , , , , , , , , , 8 3051770 • 00 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. 12 ,807 • 00 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) , . . , , , . . . 10. 5 1 016 • 00 11. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , 11, 17,823 - 00 12, Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , 12 2871947 . 00 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. 287,947 • 00 TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers unfler Sec.9116 (a)(1.2)x.o- 0 . 00 15. 0 . 00 16. Amount of Line 14 t xable at l meal .......049 2871947 . 00 16, 121958 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 12 ,958 . 00 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611285 1505611285 OM4648 3.000 REV-1500 EX(Fq Page 3 File Number D'ecedent's Complete Address: DECEDENTS NAME BLIZZARD MARY J STREETADDRESS 325 WESLEY DRIVE CUMBERLAND CITY STATE ZIP MECHANICSBURG PA 17055- Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 121958 - 00 2. Credits/Payments A. Prior Payments 121310 - 00 B. Discount 648 - 00 Total Credits(A+B) (2) 121958 - 00 3. Interest (3) 0 . 00 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 DUE. (5) 0 . 00 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 . . . . . . . . . . ❑ ❑X 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ 0 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? . ❑ 4. Did decedent own an individual retirement account, annuity, or other non-probate property,which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ® ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116 (a)(1.1)(i)]. For dates of death on or after Jan, 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in 172 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption, OM4671 2.000 REV 1505 EX'(06-12) pennsylvania SCHEDULE E cEPARTMENroF REVENUE CASH, BANK DEPOSITS & MISC. RESIDDENT pECTAX RNeTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Mary J. Blizzard 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 t. Charles Schwab Investment Acct. 290,528 2 Refund from PA Department of Revenue 100 3 Bethany Village Refund 3,052 4 Veterans Administration Refund 100 TOTAL(Also enter on line 5, Recapitulation) $ 293,780 2W46AD 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1509 EX,(01-1D) pennsylvania SCHEDULE F DEPAN TMENT OF REVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Mary J. Blizzard If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule GL SURVNING JOINT TENANT(S)NANE(S) ADDRESS RELATIONSHIP TO DECEDENT A Blizzard, Thomas C 203 East Ridge Road, Dillsburg, P 17019 Son JOINTLY OWNED PROPERTY: RFM LEFTER DATE DESCRIPTION OF PROPERTY 9S OF DATE OF DEATH ,FN LOINT MADE INCLUDE NAAe a FINANCIAL INSTrrunCKANO BANK ACCOUNT NUUeER w SIMILAR DATE OF DEATH DECEDENTS VALUE OF NUMBER TENANT JOINT OTNTIFYIND SUNDER.ATTACH DEED FOR JONTLY HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENTS INTEREST 1 A PNC Bank Checking Acct. XXXXXX3849 15,152 50.0000 7,576 Interest accrued to 3/5/2013 0 0 TOTAL (Also enter on Line 6, Recapitulation) $ 7,576 9wn6AE 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX +(e SCHEDULE G . pa nnsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary J. Blizzard 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 MUCET-Ew EOFTnE w SFEREE TI-EIRREtATOrvsnPTODECEDEHrnw DATE OF DEATH %OF DECDS EXCLUSION TAXABLE NUMBEF THE DATE OF Tl ATTALRAWP/of THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE VALUE 1. Charles Schwab IRA Acct. xxxx5774 4,414 100. 0000 0 4,414 TOTAL(Also enter on line 7,Recapitulation)$ 4,414 If more space is needed use additional sheets of paper of the same size. 9 W46AF 2.000 REV 1511 EX«(10-00) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE Tar RETURN ADMINISTRATIVE COSTS RESIDENT DECE DEW ESTATE OF FILE NUMBER Mary J. Blizzard Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: 1. Malpezzi Funeral Home 5,363 2 Rolling Green Cemetery 3,524 Total from continuation schedules . . . . . . . . . 903 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: 2,500 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City Slate ZIP Relationship of Claimant to Decedent 4, Probate Fees: 404 5, Accountant Fees: 6, Tax Return Preparer Fees: T 1 Cumberland Law Journal Estate Legal Publication 75 Total from continuation schedules . . . . . . . . . 138 TOTAL(Also enter on Line 9. Recapitulation) $ 12,807 9w46AC 2.000 If more space is needed, use additional sheets of paper of the same size. k REV-'S'2 EX-"z SCHEDULE pen nsylvania CEPARTMENr of REVENUE DEBTS OF DECEDENT, INHERITANCE TAx RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary J. Blizzard Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH f Bethany Village Room and medicine expenses 2,274 2 Bethany Village Final balance owed for room and meal expenses. 428 3 West Shore EMS 1,150 4 Verizon 25 5 Camp Hill Emergency Physicians Unpaid medical expense 93 6 Silver Spring Ambulance and Rescue 867 7 PNC Bank Decedent's Final Credit Card Payment 45 8 Cumberland County Per Capita Tax 5 9 Quantum Imaging Outstanding Medical Expense 54 10 PA Department of Revenue 2012 Personal Income Tax 75 TOTAL(Also enter on Line 10,Recapitulation) $ 5,016 2w46AH 2.000 If more space is needed, insert additional sheets of the same size. o- i � � - � , REV-151`3 EX-(01-10) SCHEDULE J pennsylvania DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Mary J. Blizzard RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec. 9116(a)(1.2).[ 1, Thomas C. Blizzard 203 East Ridge Road Dillsburg, PA 17019 One Half of Residue: 143, 974 Son 143,974 2 Earl W. Blizzard 1891 Limerick Road Linwood, NY 14486 One Half of Residue: 143,974 Son 143,974 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. ti NON-TAXABLE DISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0 9W46Al2,000 If more space is needed, use additional sheets of paper of the same size. CC rn c'j LAST WILL AND TESTAMENT c-) ---q c�7 OF CD MARY JANE BLIZZARD 1, MARY JANE BLIZZARD, of Carroll Township, York County, Pennsylvania, do hereby make, publish and declare the following to be my Last Will and Testament, hereby revoking all former Wills by me at any time heretofore made. FIRST: I direct my Executor hereinafter named to pay all my just debts and funeral expenses as soon after my decease as conveniently may be done. SECOND: I give and bequeath my share in Blizzards Plumbing, Heating and Air Conditioning, Inc., to my son, THOMAS C. BLIZZARD. THIRD: I give and devise my share of the real estate which I own with my son, THOMAS C. BLIZZARD, at 203 West York Street, Dillsburg, Pennsylvania, to my son, THOMAS C. BLIZZARD. FOURTH: All of my furniture, furnishings, books, silverware, jewelry, pictures, objects of art, automobiles and all other domestic and household effects and personal goods and chattels, of every nature and wheresoever situate, including all insurance policies thereon, I give and bequeath unto my sons, EARL W. BLIZZARD, III and THOMAS C. BLIZZARD, in equal shares. If THOMAS C. BLIZZARD has predeceased me, then his a Macy Jane Blizzard Last Will and Testament share to EARL W. BLIZZARD, III. If EARL W. BLIZZARD, III has predeceased me, then his share shall be divided between his children, JOSEPH I. BLIZZARD and JULIANNA C. BLIZZARD, in equal shares, and if either of them do not survive me, to the survivor of them. FIFTH: All the rest, residue and remainder of my estate of every nature, kind. and description, whether real, personal, or mixed and whatever nature and wherever situate, I give, devise and bequeath unto my sons, EARL W. BLIZZARD, III and THOMAS C. BLIZZARD, in equal shares. If THOMAS C. BLIZZARD has predeceased me, then his share to EARL W. BLIZZARD, III. If EARL W. BLIZZARD, III has predeceased me, then his share shall be divided between his children, JOSEPH I. BLIZZARD and JULIANNA C. BLIZZARD, in equal shares, and if either of them do not survive me, to the survivor of them. SIXTH: Should the assets of my Estate be payable to a person or persons under the age of twenty-one (21), my Executor shall hold said assets in trust until he or she attains the age of twenty-one (21), paying over to them or for their use and benefit, the proportionate share of the net income of said assets until the time of distribution at the age of twenty-one. SEVENTH: My Executor is hereby authorized and empowered to sell securities or other property, real or personal or both, and my Executor is further authorized to borrow money for any purpose necessary in connection with the payment of taxes or other matters Mary Sane Blizzard Last Will and Testament incidental to the settlement of my Estate, either secured or unsecured, at such rate of interest as may be necessary and to pledge the assets of my Estate as security therefor. My Executor shall have the power to make distribution in kind or partly in kind and partly in cash, to retain all or any part of my property, real or personal, including non-income producing assets, constituting my Estate for such time as he may deem best or to invest or reinvest the same without being restricted to "Legal" investments, including common trust funds and mutual and money market deposit accounts of banks. I further authorize and empower my Executor to borrow money from such persons as he may desire, including the power to borrow money from herself, as fiduciary, under any Trust Agreement and to execute and renew promissory notes and to pledge the assets of my Estate as security therefor. EIGHTH: I direct my Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or the transfer of any property passing hereunder or otherwise passing by reason of my death, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate under the provisions of any state or federal law now in force and effect or hereafter enacted shall be prorated among the persons interested in the Estate to whom such property is or may be transferred to or to whom any benefit accrues. Macy Sane Blizzard Last Will and Testament NINTH: I nominate, constitute and appoint my son, THOMAS C. BLIZZARD, Executor, under this my Last Will and Testament. If he is unable or unwilling to serve, I nominate, constitute and appoint my son, EARL W. BLIZZARD, III, Executor, under this my Last Will and Testament. No bond shall be required in this or any other jurisdiction. TENTH: I request my Executor to employ SPENCER G. NAUMAN, JR., as Counsel for my estate. IN WITNESS WHEREOF, I, MARY JANE BLIZZARD, the Testatrix of this my Last Will and Testament, typewritten on six (6) sheets of paper have hereunto set my hand and seal this I c day of 2000. WAFCYJANE BLI Signed, sealed, published and declared by the said MARY JANE BLIZZARD as and for her Last Will and Testament, in our presence, who, in her presence at her request and in the presence of each other, have hereunto set our hands as attesting witnesses. �ld) l; NAME ,: ADDRESS 'J 1 + A 1 NAME I ADDRESS � NAME % %/ ADDRESS 4 Macy Jane Blizzard Last Will and Testament COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN I, MARY JANE BLIZZARD, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it as my free and voluntary act for the purposes therein expressed. MARY OAAE BLIZZARD�/e-/ Sworn or affirmed to and acknowledged before me by MARY JANE BLIZZARD, the Testatrix, this 4 day of De?aber , 2000- tary Public y Commission Expires: NOTARIAL SEAL JEANNETTE CHELGREN,Notary Public City of Harrisburg,Dauphin County Commiss'ron Expires Fab.15,2007 5 Nary Jane Blizzard Last Will and Testanent COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN We, ,�u'� - �5�rrt,r'S C-r� l-%i�. t� P i L� and �f L' tli �r G1 A the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that Testatrix signed willingly and that Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge that Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. r 1 Sworn or affirmed to and acknowledged before me this day of e e✓ 2000. tary Public _ ____--- --- y Commission Expires: NOTARIAL SEN,.,.Mau�lo ascHdrtitsEc g Daup"6COUM 4hd Oc+mcr,!snlon ExPlraa F�b.ti5,2001 6 March 26, 2013 Nauman Smith Attorriey at Law P. 0. Box 840 Harrisburg PA 17108 KE: Mary Sane Blizzard SSN: 173-18-8316 DOD: 03-05-2013 Dear Sir/Madam: In response to your request for Date of Death(DOD) balances for the customer noted above, our records show the following: Checking Account Account# 5004891849 Established: 08-27-2009 MARY JANE BLIZZARD THOMAS C BLIZZARD DOD balance: $ 15,151.86 + 0.07 accrued interest Please note that this office provides date of death.balances for deposit accounts (IkAs, CDs, Checkin;and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK(1-888-762.2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Sank,N.A. Member FDIC 27his message is intended for the use of the individual or entity to which it is addressed and may contain information that isprivileged, confidential and exempt,from disclosure under applicable law, If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communications is strictly prohibited. Ifyov have received this communication in error, please notify me immediately by reply or by telephone ai 800-762-1775 and immediaiely destroy this firved docannent. Page 1 of 1 i ADVISORY INCORPORATED 1631 North Front Street Harrisburg, PA 17102 717-232-8850 FAX 717-232-7737 March 22, 2013 Sherry A. May, Paralegal Nauman Smith PO Box 840 Harrisburg, PA 17108-0840 RE: Estate of Mary Jane Blizzard Dear Ms. May: Per your letter dated March 19, 2013, enclosed are reports showing the holdings for Mary Jane Blizzard as of her date of death, March 5, 2013. The reports show the value of each security in the account as of the close of business 3/5/13. The CUSIP number for the bonds is also included on the report. Attached is a list of the CUSIP numbers for the mutual fund symbols listed on the statements. Both accounts were opened on June 25, 2009. The Individual account was funded on June 28, 2009. The IRA account was funded by a transfer of assets on July 1, 2009. If you have any questions, or require any additional information, please contact me at 717-2321- 8850. Sincerely, ?ferllins Operations Coordinator Registered Investment Advisor -.0.. . 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