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Home My WebLink About 06-14-13 i � 1505610143 REV-7500 �``�-"' �' � PA De artment o(Revenue OFFICIAL USE ONLY p pennsylvanfa counrycoea vaer Fner+umna� BureauoflndNidualTa�s O°°�^^^eM�^�^'� �. Po eoxzeoso� INHERITANCE TAX RETURN 21 11 1090 i Harrisburg,PA t7128-O6ot RESIDENT DECEDENT ENTER DECEDENT INFORMA710N BELOW �• SoGal Security Number Date of Death Date of BiM1h � OT 25 2011 12 27 1930 Decedent's Last Name SuTfix DecedeM's Ffrst Name MI WOOSTER ALICE H pf Applicable�Enter Surviving Spouse's InfortnaGon Below � � Spouse's Last Name � S�x Spouse's First Nama MI ! Spouse's Social Security Number - TH13 RETURN MUST BE FILED IN DUPLICATE WITH THE � REGISTER OF WILLS FILL IPl APPROPRIATE OVALS BELOW � 1. Origi�al Retum � 2. Supplertrental Retum � 3. P�i��r 3$z�(D21e of Death � 4, LimitedESfate � ¢a,FulWelntereslCarcpramee � 5. FederalEstateTeoiRetumRequfretl (dale al deeN eRar 72-12A2) g oeceeent olea ieate[e p pe�pe�t bta��y�,�auNngin,st � 8. 7otal Mumber oF Sa}e De s t Boxe9 � (Altae�CoPYafWilq ❑ lAllachCOPYofTrust) � � - � 9. Litigatlon Proceeds Recelvetl � 70 5 ouael Pova;t��ratl�t�(De��}oeath � ��ElecUon to tax untler Sec.9173iA) 'b°�Mcen 723 - e (qihaq�SChed�le O) . CORRESPONDENT-THIS SECTION MU3T BE COMPLETEU.ALL CORRESPONDENCE ANO GONPIDENTIAL TAX INFORMATqN SHOULD BE DIRECTED TO: Nama � Daytime Telephol�Number JAME3 D HUGEiES E3Q 7�7 249 �3�v m � o mc� f�',1=E�OF V�.S U9£�LY � nr �-• �-;� rn . First Line of Address j � � �— � � 354 ALEXZ�7DER SPRING RO � n '� -n �i T � _ � �.- ��i Secontl Line of Adtlress � � " � C_ _::: t'i � N Y� � � City or Post O�ce �� DATE . D � ��i7 S1ate ZVP Code CARLI5LE PA 17015 conespondenYS e-mail address: .Ihughes�salzmannhughes.com - Under penalties of perjury,I declare that I have examined lhis retum,ircluding aCCOmoanying xhedules antl statemants,a�d to the trest of my knowledge arci belieC . it is five,cortect ane compiete.�eUaration of p2parer o[hsrihan ihe perso�al 2presentetrve Is based on all iMOrmelion of which preperer hes any knowledge. SIGNATURE OF PERSON RESPON51 E FOR F ING RETU. N DATE . OaS Ann-Sar ent Wooster ld � 1 ADUHES 170 2 d Ave . 0 ew York NY 1000� SIGNATURE Of PAR REPRESENTATNE DATE James D. Hughes Esq. (� �3 aooae � � 3 4 Ale and ring Road, Suite 1, Carlisle, PA Side 1 � 1505610143 150561�143 � � ' , .- • .� , , �, � ' , : � , .. , �. i p,�,. C,5� ..`.r�"e✓� � . ' . t`a� .'...'.�.a 3t�':� ��t��'°v1�>�'"�,'..�� T`—'_.,� . t - ' ` ! t� .... ��ii �i�. � «.� , . . . . ' • . . .'} � 150561�243 REV-1500 EX � Decedent's Social Security Number DeceCenfsName: WOOSYC�� Alice H. RECAPITULATION t. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and eonds(Schedule e)............................................................................. 2. 254 � 736. 96 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits 8 Miscellaneous Personal Property(Schedule E)............... 5. 225, 43 6. 50 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 25,232 . 74 7. Inter-Vivos Transfers&Miscellaneous�{�q-Probate Property (Schedule G) U Separate Billing Requested............ 7, ZO4 , 307 . 60 6. ToWI Gross Assets(total Lines 1 through 7)........................................................ g. 709� 713 . 80 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 89, 676 . 7 9 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 44, B 69. 89 11. Total Deductions(total Lines 9 and 10)................................................................ �� 134 � 54 6 . 68 72. Net Value of EsGte(Line 8 minus Line 11).......................................................... 12. 575� 167 . 12 13. Charitable and Govemmental Bequests/Sec 9113 Tmsts for which " an election to taz has not been made(Schedule J)............_................................. 13. �OO � 999 . 91 14. Net Value Subjectto Tax(Line 12 minus Line 13)............................................... 14. 474 � 167 .21 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14laxable at the spousal taz rate,or transfers underSec.9116 75 0 . �� (a)(1.2)X .00 16. AmountofLinei4taxable 474 16'7 . 21 ts. 21 337 . 52 at lineal rate X .045 � � 77. Amount of Line 14 taxable at sibling rete X.12 � . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable Q , �0 18. � . �0 at wllateral rate X.15 79. TAX DUE................................................................................................................ 19. 21 � 337 . 52 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AM OVERPAYMENT. � Side 2 L 1505610243 150561�243 J REV-1500 EX Page 3 File Number 21-71-1090 DecedenYs Complete Address: DECEDENT'S NAME Wooster,Alice H. STREETADDRESS 6 Moore Circle C�TY STATE ZIP Carlisle PA 77015 Tax Payments and Credits: t. Tax Due(Page 2, Line 19) (i) 27,337.52 2. Credits/Payments A. PriorPayments 8,750.00 B. Discount 460.53 . Total Credits(A +gJ (2) 9,210.53 3. Interest (3) 428.59 q. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a retund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (S) �2,555.58 Make Check P�able to: REGISTER OF WILLS, AGENT. � , , . . Y��e__:.. r.:..r._.� ,._ —� _._ >_..�� ._. a. ._ _� �.__ �_ a 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 trensferred:............................................................................... ❑ � b. retain the right to designale who shall use the property transferred or its income:.................................. ❑ � c. retain a reversionary interest;or............................................................................................................... ❑ ❑x d. receive the promise for life of either payments,benefits or care?............................................................ ❑ � 2. Ii death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................... ❑x ❑ 3. Did decedent own an"in trust for" or payable upon death bank acwunt or security at his or her death?....... ❑ Ox 4. Did decedent own an individual retirement account,annuity,or other non-probate property which containsa beneficiary designation?.................................................................................................................. ❑ � IF THE ANSWER TO ANY OF THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. � . .., . ... .. . . . .-. . - - . . . . ,..,.. . ;.� ,.� � .� --- - - ... . . . _v ._ . . .. _—�_ _ _ .---,�..._. , _ ..__ ._� ._ s �.___._. .�___.��.i:�""�. For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rete 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 aker January t, 1995,the tax rate imposed on the net value of transters 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 benefciary. 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 tor the use of a natural parent, an adoptive parent,or a stepparent of the chiltl is 0 percent[72 P.S.§9116(a)(t2)]. . The tax rete imposed on the net value of transfers to or tor the use of the decedenPs lineal benefciaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(t)]. . The tax rate imposed on the net value of transfers to or for the use of the decedenPS siblings is 72 percent�72 P.S.§9116(a)(1.3)]. A sibiing is defined un�er Section 9102, as an individual who has at least one parent in common with the decedent,whether by blood or adoption. Revd 50]E%*�6-98) SCHEDULE B STOCKS & BONDS COMMONW EALTM OF pENNSVLVqNIA INNERRANCET.U(qETUftN RESIDENT DELEOENT � ESTATE OF FILE NUMBER Wooster Alice H. 21 11 1090 All properryjoinNyownetl wlfh right of survivorship must be tlisclosetl on Schetlule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH Re�id�e M8T Securities Inc Acco�nt No 7D 1 4 Residue Bonds: 1 338.439 shares of Columbia Strategic Income Fund-A Fund 6.15 2,081.40 AccountNo.0716-00002564727 2 383.459 shares of Maryland Tax-Free Bond Fund,Account 10.38 3,980.30 No.5212223123-This security is being held with T. Rowe Price Residue Stock: 3 158.254 shares of Bristol-Myers Squibb Company 29.3336 4,642.16 4 238 shares of Chevron 708.1 25,727.80 5 3,751.9863 shares of CSX Corporation 25.46 95,525.57 6 56 shares of Eastman Chemical Company-Book Entry- 104.3 5,840.80 residue 7 179.72568 shares of Frontier Communications Corporation 7.6599849 1,372.10 8 220.334 shares of Oppenheimer Pennsylvania Muni Class A 10.58 2,331.13 -Residue 9 89.6079 shares of Public Service Enterprise Group 33.20 2,974.98 Incorporated 10 730.5674 shares of Verizon Communications Inc. 36.22 26,461.15 11 291 shares of Zimmer Holdings, Inc. 62.24 18,711.84 Total of Continuation Schedule See attached page TOTAL(Also enter on Line 2, Recapitulation) 254,736.96 Qf more space is neetle4 addilional pages of ihe same size) Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-�500 Schedule B(Rev.6-98) Rev-1501 EX+�6-98) SCHEDULE B STOCKS & BONDS continued LOMMONWETLTH Of PENNSVLVANIq INHERIThNCE Tq%qETUFN RESIDEMOECEOENT ESTATE OF FILE NUMBER Wooster, Alice H. 21-11-1090 ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH Personal Pronertv Securiti fo md in id Gott-a locat d at 6 Moore Circle.Garlisle. PA• 12 5 shares of Angeles Partners IX-Certificate No. 006870, 0.00 dated 03/31N980 found in Cottage-Partnership was closed before death; therefore,there is no value 73 800 shares of Bristol-Myers Squibb Company . 29.3336 23,466.88 14 238 shares ofChevron 108.1 25,727.80 15 300 shares of CSX Corporation 25.46 7,638.00 16 56 shares of Eastman Chemical Company-Certificate found 104.3 5,840.80 in cottage 17 225 shares of Eastman Kodak Company 2.33 524.25 18 75 shares of Public Service Enterprise Group Incorporated 33.20 2.490.00 TOTAL 1AIso enter on Line 2, Recapitula[ion) 254,736.96 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule B(Rev.6-98) Rev4508 E%�(H-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. OEPARTMENT OF REVENUE INHERITANCETA%RETURN PERSONAL PROPERTY RESIDENT DECEOENT ESTATE OF FILE NUMBER Wooster,Alice H. 21-11-1090 Inclutle ihe proceeGS of litigation antl Ihe date�rie pmceeds were recervetl Dy Ihe estate. All propertylointlyowneC with fhe nght of aunivormhip musl be tlisclosad on schetlule F. 17EM VALUE AT DATE NUMBER DESCRIPTION OF DEATH C�mberland Croscinas•So ifi � 1 Cumberland Crossings-equity remaining in cottage at 6 Moore Circle, South Middleton 144,269.10 Township,Carlisle, Cumberland County, PA Household fumishinas-Cottaae 2 Household furnishings -taken in kind-specific(Cottage) 765.00 3 Household furnishings•at net proceeds of sale-specific(Cottage) 1,976.25 Tanaible Personal Prooertv-Jewelrv-Residue at net proceeds of sale-residue 4 Jewelry in safe deposit box-at net proceeds of sale-residue 22.00 Tanaible Personal ProoeM-Cash -Resid�e 5 Columbia Strategic Income Fund-A Fund Account No.0716-00002564727 12.61 6 Eastman Chemical Company-replacement of uncashed dividend checks not found in 197.68 cottage-residue 7 NiSource-replacement check for sale of NiSource shares on 1/30/2006-residue 374.95 8 River Source Life Insurance Company-payment 473.75 9 Verizon Communications Inc. -replacement check for uncashed dividend of 6N/2009- 70.46 residue Tangible Personal Prooertv-B^nk Account -R id ToWI of Continuation Schedules See attached a es TOTAL(Also enter on Line 5, Recapitulation) 225,436.50 QF more space is needed,additional pages of ihe same size) Copyright(c)2010 form software only The Lackner Group, Ina Form PA-7500 Schedule E(Rev. 11-10) Rev-i50B E%�(11-00) SCHEDULE E pennsylvania CASH B oeanarMeNroFaeveNUe , ANK DEPOSITS, 8� MISC. INHER�TANCETAXRETURN PERSONAL PROPERTY RESI�ENT DECEDENT continued ESTATE OF FILE NUMBER Wooster,Alice H. 21-11-1090 ITEM VALUE AT DATE NUMBER DESCRIPTION OFDEATH 10 MetLife Total Control Account No.4049761484 32,536.87 Accrued interest on Item 10 through date of death 23.94 11 Sun Trust Bank, Interest Checking Account No.809180383 2,443.06 Tanaible Personal Pronertv-Ref md -R id 12 Govemment Employees Insurance Co. (GEICO)-refund 75.79 13 M&T Bank-refund of credit balance on MBT VISA credit card 94.97 14 Nationwide Mutual Fire Insurance Co.-refund of unused premium 136.00 15 Nationwide Mutual Fire Insurance Co. -refund 32.16 16 Pershing-refund p,g� 17 Senior Health Insurance Company-refund of unearned premium for long term care policy 2,910.53 18 The Sentinel-refund - 37.20 Tanaible Personal Prooertv-Annuities- Residue 19 TIAA-CREF Annuity Contract Account No.A2750956-Beneficiary is the Estate 2,143.93 20 TIAA-CREF Annuity Contract Account No. P1886758 -Beneficiary is the EsWte 4,908.55 Re�lacement of�ncashed checks fo�nd in the Gott-a.g 27 Columbia Management Services, Inc.-replacement check for uncashed dividend check 55.71 dated 12I23/2008 found in the cottage Copyright(c)2010 form software only The Lackner Group, Inc Form PA-1500 Schedule E(Rev. 11-10) Rev-0508 E%�(11-0Oj SCHEDULE E pennsylvania CASH, BANK DEPOSITS, 8 MISC. OEPARTMENT OFREVENUE INHERRANCETAXPETURN PERSONAL PROPERTY RESIDENT DECEDENT continued ESTATE OF FILE NUMBER Wooster, Alice H. 21-11-1090 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 22 Columbia Management Services,inc.-replacement check for uncashed dividend check 33.99 dated 1 2/2 212 01 0 found in the cottage Y3 Commonwealth of Pennsylvania-unclaimed property proceeds for uncashed checks from 14,329.53 various securities found in cottage 24 Eastman Chemical Company-replacement of uncashed dividend checks found in cottage 274.40 25 NiSource-replacement check for uncashed dividend checks dated 2/18/05 thru 17/78/OS 17.48 found in the cottage 26 State of Maryland -Treasurer's Office-unclaimed properly proceeds for uncashed dividends 131.26 from American Airlines found in cottage 27 SWte of Maryland-Treasurer's OKce-unclaimed property proceeds for uncashed checks 8,346.64 from various securities found in cottage 28 State of Maryland-Treasurer's O�ce-unclaimed property proceeds for uncashed check 8,775.00 from sale of Continental Holdings, Inc.,which certificates were found in cottage 29 Verizon Communications Inc.-replacement check for uncashed dividend check dated 4.70 7/8/2070 found in the cottage TOTAL(Also enter on Line 5, Recapitulation) 225,436.50 Copyright(c)2010 form sofiware only The Lackner Group,Inc. Fortn PA-1500 Schedule E(Rev. 11-10) Rev4509 E%�(Ot-10� pennsylvania SCHEDULE F DEPARTMENTOFREVENUE JOINTLY-OWNED PROPERTY INHERITANCE TA%RETURN RESIDENT DECEOENT ESTATE OF FILE NUMBER Wooster, Alice H. 21-11-1090 H en eeeet wen maEe joinl within one year ol l�u CeceEenl's Aeln of Eeet�,It must be reportatl on eche0ule G. SURVIVING JOINTTENANT(S)NAME ADDRESS REL4TIONSHIP TO DECEDENT A. Ann-Sargent Wooster 170 2nd Ave.,Apt. 10C Stepchild New York, NY 10003 B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF oare oF oEnrH ITEM �ETTER DATE INLLU�E NAME OF FINANCIAI INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S DECEDE TS NTEREST NUMBER FOR JOIN MADE NlIMBER OR SIMIIAR IDENTIFYING NUMBER.ATTACH DEED FOR ALUE OF ASSE INTEREST TENANT JOINT JOINTLV-MELDREALESTATE. 1 A 06/02/1996 M&T Bank,Checking Account No. 43,303.33 50.000% 21.651.67 3740129295 2 A 03/05/2001 M&T Bank,Savings Account No. 7,162.13 50.000% 3,581.07 15004798283324 TOTAL(Also enter on Line 6, Recapitulation) 25,232.74 (II more space is needeQ adtlitional pages ol ihe 5ame size) Copyright(c)2010 form software only The Lackner Group, Inc. fortn PA-1500 Schedule F(Rev.07-70) Rev-0510 EX�(OB-09) SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND DEPARTMENTOFREVENUE MISC. NON-PROBATE PROPERTY INHEftITANCE TAX RETURN RESIDENT�ECEOENT ESTATE OF FILE NUMBER Wooster Alice H 21-11-1090 This schetlule mus�be wmpleled antl Lletl d the answer to eny of questions 1 thmugh 4 on paga lhree of @e REV-0500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH �oF oeco�s E%CLUSION TAXABLE NUMBER 7HEDA EOF�TRANSFERSATTACIITACOPVEOFT'�EDE'EOFOORREALESTA E. VALUEOFASSET �NTEREST (IFAPPLICABLE) VALUE 1 3,500 shares of Bristol-Myers Squibb Company- 102,667.60 100.000% 102,667.60 Transferred to Ann-Sargent Wooster,step-daugther; Trade instructions submitted in writing and mailed prior to July 25, 2011 to sell 2,000 shs. -pending settlement;Trade instructions submitted online through BNY Shareholder Services on July 25,2011 to sell 1,500 shs. 2 3,591.6ffi shares of Oppenheimer Pennsylvania Muni 38,000.00 100.000% 38,000.00 Class A-transferred to Ann-Sargent Wooster,step- daughter;Trade instructions submitted on 7/25/2011 - pending settlement for deposit into the joint M&T Checking with decedent and Ann-Sargent Wooster 3 700 shares of Public Service Enterprise Group 23,240.00 100.000°/, 23,240.00 Incorporeted -trensferred to Ann-Sargent Wooster, step-daughter;Trede instructions submitted July 25, 2011 online•pending settlement 4 2005 Buick Rendezvous;transferred to Ann-Sargent 6,350.00 100.000°/a 3,000.00 3,350.00 Wooster,step-daughter, May 2011 5 Cash -gift-July 18 2011 to Ann-Sargent Wooster, 10,000.00 100.000% 10,000.00 step-daughter-from SunTrustAccountNo.80918036 6 Cash-gift-July 22 2011 to Ann-Sargent Wooster, 10,000.00 100.000°/a 10,000.00 step-daughter-from SunTrustAccountNo.80918038 7 Cash-gik-July 22 2011 to Ann-Sargent Wooster, 5,000.00 100.000% 5,000.00 step-daughter-from SunTrustAccountNo.80918038 6 Cash-gik-June 6,2011 to Ann-Sargent Wooster, 12,050.00 100.000% 12,050.00 step-daughter-from M&T Select with Interest Accoun No.3740129295 ToWI of Continuation Schedule ee anached page TOTAL(Also enter on Line 7, Recapitulation) 204,307.60 (If more space is needed,additional pages of the same size) Copyrighf(c)2009 form soflware only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09) REV�1511EX��10�W) gCHEDULE H pennsylvania OEPARTMENTOFREVENUE FUNERAL EXPENSES AND aESioENroECeoeNruR" ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Wooster,Alice H. 21-11-1090 DecedenYs debts must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NU ER p, FUNERAL EXPENSES: See continuation schedule(s)attached 3,2a1.17 8. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions - Name of Personal Representative(s) Ann-Sargent Wooster Street nddress 170 2nd Ave. Apt. 10C City New York State NY zio 70003 Year(s)Commission Paid 77,405.00 2, Attornev's Fees Salzmann Hughes, P.C. -see attached 53,976.00 3. Family Ezemption: (If decedent's address is not the same as claimant's,atlach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 538.50 5. AccountanPs Fees 6. Taz Return Preparer's Fees 1,500.00 7. Other Administrative Costs 13,016.12 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 89,676.79 Copyright(c)2009 form sokware only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Wooster, Alice H. 21-11-1090 N M ER DESCRIPTION AMOUNT f�� 1 Ann-Sargent Wooster-reimbursement for funerel expenses 1,086.67 2 Ann-Sargent Wooster-reimbursement for fee paid to Cordier Antiques for removal of 100.00 household furnishings for sale 3 Ann-Sargent Wooster-reimbursement for funeral expenses paid to Auer Funeral Home 1,920.00 4 Cumberland Crossings-catering for Memorial service 132.50 H-A 3,241.17 Other Administretive Costs 5 Ann-Sargent Wooster-reimbursement for refuse removal 588.00 6 Ann-Sargent Wooster-reimbursement to the executrix for four trips to and from Carlisle in 644.50 order to administer the estate 7 Ann-Sargent Wooster-reimbursement for maintenance fee at Cumberland Crossings from 2,918.00 July thru October � 8 Ann-Sargent Wooster-reimbursement for gas,tolls,food,supplies etc.for August, 7,232.60 September and October, paid for travel in order for the Executrix to administer the estate 9 Ann-Sargent Wooster-reimbursement for 1.5 hour consultation with Attorney Marielle 465.00 Hazan on September 13, 2011,when searching for counsel to administer Mrs.Wooster's estate 10 Ann-Sargent Wooster-reimbursement for travel, gas,tolls,faxes,food,office supplies and 1,296.60 other miscellaneous paid in order for the Executrix to administer the estate Copyright(c)2002 form sottware only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-96) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Wooster,Alice H. 21-11-1090 ITEM AMOUNT NUMBER DESCRIPTION 11 Ann-Sargent Wooster-reimbursement for travel, gas,food, packing and cleaning supplies 1,659.97 paid in order for the Executrix to administer the estate 12 Cordier Antiques 8 Auctions-appraisal of personal property 142.50 13 Cumberland Crossings-final monthly cottage fee 354.84 14 Martin M.Wooster-reimbursement miscellaneous expenses 250.00 15 Martin M.Wooster-reimbursement miscellaneous expenses 60.92 16 Met-Ed•electric service 150.28 17 Met-Ed-electric service 61.43 18 Register of Wills-six short ceRificates 24.00 19 Register of Wills-six short certificates 24.00 20 Register of Wills -eight short ceRificates 32.00 21 Register of Wills-filing fees and balance due for letters 30.00 22 Register of Wills-two short certificates ' 10.00 23 Register of Wills-one short certificate 5.00 24 Salzmann Hughes, P.C.-reimbursement for payment to Cumberland Law Journal for legal 75.00 advertising 25 Salzmann Hughes, P.C.-reimbursementfor FedEx mailing 20.50 26 Salzmann Hughes, P.C.-reimbursement for 2 FedEx mailings-security documents 41.00 Copyright(c)2002 form sottware only The Lackner Group,Inc. Form PA-7500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Wooster, Alice H. 21-11-1090 ITEM NUMBER DESCRIPTION AMOUNT 27 Salzmann Hughes, P.C. -reimbursement for 2 FedEx mailings -security documents 41.00 26 Salzmann Hughes, P.C. -reimbursement for 2 FedEx mailings-security documents 47.00 29 Salzmann Hughes, P.C. -reimbursement for FedEx mailing to Wells Fargo-security 20.50 documents for Bristol-Myers Squibb 30 Salzmann Hughes, P.C. -reimbursement for certified return receipt mailings to IRS, PA 55.70 Department of Revenue, M&T Securities, BNY Mellon Bank and Wells Fargo 31 Salzmann Hughes, P.C. -closing costs and final fees for preparetion of the federal estate and 2,500.00 fiduciary income tax returns, postage and miscellaneous contingencies in order to administer the estate 32 Salzmann Hughes, P.C. -reimbursement for 2 FedEx mailings to Ann RE: requested 41.00 document letters to BNY MellonlComputershare 33 T. Rowe Price-account service fee for Maryland Tax-Free Bond 20.00 34 The Sentinel -Legal advertising 2��•7$ H-67 13,016.12 Copyright(c)2002 form software only The Lackner Group,Ina Form PA-'1500 Schedule H(Rev.6-98) R!V-iS1 P FJI��1YABI . SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, OEPARTMENTOGREVENUE MORTGAGE LIABILITIES AND LIENS INMERITANCE TAX RETURN RESIDENT�ECE�ENT ESTATE OF FILE NUMBER Wooster Alice H 21-11-1090 Report deEts incurreC Ey Ihe decetlent prior to death Nat remainetl unpaid at the tlate of tleath,including unreimbursatl medical expem¢s. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Ann-Sargent Wooster-reimbursement for heath insurance paid to Senior Health Plan 3,200.00 continuing Care before death 2 Comcast-final cable service 188.95 3 Cumberland Crossings-fee to hold nursing care room 557.67. 4 Department of the Treasury-2011, 1040 income tax payment 600.00 5 Geico-insurance payment due 341.32 6 Omnicare-CCRX Harrisburg-balance due on account for prescription drugs 3.58 7 PA Department of Revenue -tax and interesi due for 2006, PA40 income tax return 309.00 8 PA Department of Revenue-tax and interest due for 2007, PA40 income tax return 7.679.00 9 PA Department of Revenue-tax and interest due for 2008, PA40 income tax return 400.00 10 PA Department of Revenue-tax and interest due for 2009, PA40 income tax return 405.00 11 PA Department of Revenue -tax and interest due for 2010, PA40 income tax return 430.00 12 PA DepaRment of Revenue-2011, PA40 income tax payment 200.00 13 PA Department of Revenue-2011, PA40 income tax due 12.00 14 PA Department of Revenue-PA40 income tax due for 2006 thru 2010 7,228.37 15 Robert C.Cairns,Tax Collector-2011 per capiW tax 5.50 16 UGI Utilities-gas service 104.99 17 United States Treasury-tax and interest due for 2006, 1040 income tax return 4,942.00 Total of Continuation Schedule See attached page TOTAL(Also enter on Line 10, Recapitulation) 44,869.89 (If more space is neetle4 additional pages of the same size) Copyright(c)2008 form software only The Lackner Group,Inc Form PA-'I500 Schedule I(Rev. 12-OB) Rov4612 E%��12-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMEM OF f3EVENUE INHERITANCETA%RETURN MORTGAGE LIABILITIES AND LIENS ftESIDENT OECEDENT continued ESTATE OF FILE NUMBER Wooster,Alice H. 21-11-1090 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 18 United SWtes Treasury-Wx and interest due for 2007, 1040 income Wx return 16,880.00 19 United States Treasury-Wx and interest due for 2008, 1040 income tax return 4,248.00 20 United States Treasury-tax and interest due for 2009, 1040 income tax return 3,664.00 21 United States Treasury-tax and interest due for 2010,1040 income tax return 3,113.00 22 United States Treasury-final tax and interest due for 2006, 1040 income tax return 33.31 23 United States Treasury-tax and interest due for 2009,1040 income tax return 1,235.91 24 United States Treasury-interest due for 2007, 1040 income tax return 779.00 25 United States Treasury-interest due for 2008, 7040 income tax return 146.00 26 West Shore Emergency Med Svc-balance due for 6/24111 medical service 163.35 TOTAL(Also enter on Line 70, Recapitulation) 44,869.89 Copyright(c)2008 fortn soflware only The Lackner Group.Inc. Fortn PA•1500 Schedule I(Rev. 12-OB) REV-061J E%��01-00) pennsylvania SCHEDULE J �EPARTMENT OF REVENUE INHERITANCE TAX RETURN BE N E F IC IARI ES RESIDENT DECEDENT ESTATE OF FILE NUMBER Wooster,Alice H. 21-11-1090 NAME AND ADDRESS OF REIATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER pERSONfSI RECEIVING PROPERTY DECEDENT (yyords) (555) TAXABLE DISTRIBUTIONS [include oulrighl spousal 1. distributions,and transtere under Sec.9116 a 1.2 1 Ann-Sargent Wooster Stepchild 1l2 equity 351,653.78 770 2nd Ave.,Apt. 10C CoNage 8 pers New York, NY 10003 prop per Item III of Will; Sch FSG 2 Martin M.Wooster Stepchild 1/2 equity 122,313.43 8624 Flower Avenue 101 Cottage 8 pers Takoma Park, MD 20912 prop per Item III of Will Total a7a,167.21 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet, as a ro riate. NON•TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAI DISTRIBUTIONS � 1 The School of Pharmacy at The Universiry of Mississippi 50,499.96 2 The Nature Conservancy 50,499.95 TOTAL OF PART II •ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 100,999.91 Copyright(c)2010 form software only The Lackner Group,Inc. Fortn PA-'1500 Schedule J(Rev.Ot-10) �� .�_. T� 1l SJ ' �� LAST WILL AND TESTAMEN�� -;' ' � _ _-�-�<_. - .�,�=;�� _ I, ALICE H. ��'OOSTER, a/k/a ALICE ELIZABETH Vb'OOSTER;'a`t)c/a AL��CE �'�' .�_� HAD4MOND WOOSTER, of South Middleton Township, Cumberland County, Penr.syluania, ��T' being of sound mind, disposinb memory and ful] legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ONE. I direct my Executor or Executrix, as the case may be, to pay all of my debis, funeral and administrative expenses as soon as convenient after my decease. Furthermore, � � I direct that a11 siate, inheritance, succession and other death taaes imposed or payable by reason of my death at�d interest and penalties thereon with respect to all property composing of my gross �� estate for deatli tax piirposes, whether or not such property passes under this Will, shal� be paid by the Executor or Executrix of my estaTe. Further, to the extent that sufficient assets exist in my estate, any and all inheritance or other estate taxes, whether to non-charitable or charitable beneFciaries, shall be paid by my Executor or Executrix from the residuary of my estate. TWO. N1y �xecutor or Executrix may, at his or her discretion, compromise claims, bonow money, retain property for such length of time as he or she may deem proper; lease and sell property for such prices, on such terms, at public or private saies, as he or she may deem proper; and im�est estate property and income wid�out restriction to legal investments unless otherwise provided hereunder. I authorize and empowcr my Execu�or or Executrix to sell any realty and/or personalty o�ned by n�e at my deatl� and not specificafly devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I coutd do if living. My Esecutor or Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time afier my death as seems expedient to said Executnr or F,xecutrix. THREE. I give, devise and bequeath whatever equity remains in my cottage at 6 Moore Circle, South Middleton TownsEiip, Carlisle, Ctunberiand County, Pennsylvania to be divided equa!!y between MARTIN M. WOOSTER ai�d ANN S. WOOSTER, per capita. 1n addition, any and all personal property that remains in the aforementioned cottage property shall be divided between MARTIN W. WOOSTER and ANN S. WOOSTER, as they shall so agree. To the extent they are unable to agree or do not select any such personal property, the same sha11 be and become part of tl�e residuary under Paragraph Four belo��. FOUR. I give, devise and bequeath all the rest, residue and remainder of my estate � Q� as fol(ows: �� A. One-half (I/2) thereof to THE SCHOOL OF PHARMACY at THE tJNIVERSITY OF MISSISSIPPI, for a scholarship in the name of Elmer Lionel Hammond; and B. One-half (1/2) thereof to THE NATURE CONSERVANCY in Arlington, Wirginia, for its general charitable purposes. F1VE. I hereby nominate and appoint MARTIN M. WOOSTER to be the Executor of this my Last Will and Testament. In the event he has predeceased me, failed to quaiify or is noi able or does not serve for whate�er reason, I then appoint ANN S. WOOSTER to be the substitute Executrix of this n�y Last Will and Tesiameni, whereby the said substitute personal representative shall have the same powers as are given to the original Executor hereunder. 2 SIX. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty (60) days. SGVEN. No Executrix, Executor or Guardian acting hereunder shall be required to post bond or enter securiCy in tl�is or any other jurisdiction. EIGHT. No beneficiary may assign, anticipate or pledge his or her interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. NINE. If any person or institution entitled to share in any distribution under the terms of this my Last Will ai�d 1'estament becomes an adverse party in any proceeding to contest � the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its � entire interest inherited hereunder and all provisions in favor of such person or institution shall be declared void and of no effect. The share of such person or institution so forfeited shall be distributed as part of the residue pursuant to Paragraph Four hereof except that if such person or institution is entiUed to share in the said residue, that interest shall be distributed proportionately to the other residuary distributees. TEN. If, under any of the provisions of this Will, any principal becomes vested in a minor or incapacitated person, my Executor or Executrix, as the case may be, including any administrator c.t.a., shall ha��e the discretion either to pay over such principal or any part thereof to any parent of such minor or incapacitated person, any guardian of the person or estate of such minor or incapacitated person, or any individual ��•ith whom such minor or incapacitated person resides, or to retain the same as trustee of a power in trust for the benefit of such minor during his or her minority or incapacitated person. .Any of the principal thus retained, and any of the income therefrom, including the «liole thereof, may be paid to or applied for the benefit of such 3 minor or incapaci[ated person from time to time in tHe discretion of the trustee of such power. When such minar reaclies cnajority, tlle funds so held shall be paid over to such person, or, if he or she shall sooner die, to his or her legal representatives. In so holding any principal or income for any minor or incapacitated person, the trustee of such poti��er shall have all the rights, powers, duties and discretions conferred or imposed upon my fidueiaries acting under this WiiL I further direct that no bond shall be required from any person receiving a payment hereunder and receipt from such person sha(I be a full discharge to the trustee of such power who shall noi be bound to see to the application or use of such pa}ment. The trustee of' suc[i power shall be entitled to commissions at the rates and in the manner payable to a testamentary trustee. IN VJI7NESS WHER�OF, I have liereunto set my haud and seai this �,/�day of February, 2006. �— '� � � C'� L�D' (SEAL) A CE K. WOOSTER � � . / , /S��G�� .�c a/k/a ALICE EL Z ETH Yi'OOSTER (-�G� J +z'L�Lti�L��'�✓ � a/k/a ALlCE HAMMOND WOOSTER Signed, sealed, published and declared by the above-named person as and for a Last Witl and Testament, in our presence, �mho at said person's request, in said person's presence and in the presence of each other have hereunro set our nan as su ib' � itnesses. a 1 �t� 1 f� v ' 4 ACKNOWLEDGMENT AND AFFIDAVIT ��'E, ALICG H. W'OOSTER a/k/a ALICE ELIZABETH �i'OOSTER a/IJa ALICE HAMMOND VVOOSTER, JA:�7ES D. HUGHES and KA\'DY L. C01'LE, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby dedare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executzd it as her free and voluntary act for the purpose herein ezpressed, and that each of the witnesses, in the presence and hearing of the testatrix, sioned the Will as a witness and that to the best of their knowledge the testatrix was, at [hat time, ei�hteen years of age or older, of sow�d mind and under no constraint or undue influence. � �� AL[CE H. WOOSTER (iQ, �-G1 C7i'-^i�/ a/k/a ALICE ELIZA TH WOOSTER/G'U[-�✓ �,lXn,f,C ��'1/Zn.G'G�_� � - �atl LI AM1�10ND WOOSTER / e, . HUGHES �. , ,- �;C� NDY L. "OYLE COMMONWEALTH OF PENNSYLVANIA . . SS: COUNTY OF CUMBERLAND • Subscribed, s«�orn to and acknowledged before me by ALICE H. WOOSTER a/k/a ALICE ELIZABETH �i'OOSTER a/k/a ALICE HAMMOND �'�'O TER, the testatrix herein and subscribed and s� orn to before me by J. 4ES D. UG anJ KANDY L. COYLE, ��itnesses, this�_ day of February, 2006. 1 CUMMONWEALTH OF PENNSYLVANIA ]I�' ary Public Notarial Seal � Jac�ueline L.Drav.bauc7h.Not�'Public Catlisle Boro.CumbeAand Counry My Cortunlssian Expires Au9.14.2007 Member.Pennsyl�aNa/+ssodatlm OI Nomnes ColumbiaManagement �� w Columbia Management January 9, 2012 Investment Services Corp. P.O. Box 8081 Boston, MA 02266-8081 Salzmann hluphes PC Attn James Hughes 354 Ale�ander Sprina Rd Ste I Carlisle PA 17015 RE: Correspondence# 00672888 Harold Woostcr& Alice WoosterJTWROS � Dear Mr. Fluglies: We are writing in response to your request concerning a Columbia �unds account due to the passing of Alice Wooster. The valuc information is as follo�vs: As of July 25, 201 I: The share balance was 338.439 The net asset value(price per stiare)was�G.IS The total value of this account w�s $2,08 L40 To protect the account asseis, we have placed a hold on the accoimt(s)of the deceased. This hold prevents liquidations and certain changes 5rom being processed until the account is either transferred or redeemed. Upon the death of all tenants in a loint Tenants with Rights of Survivorship (1TWROS) registration, the assets become the property of the[enant �t�ho died lasi. In ordcr to transact on this account, we will require the follo�ving information: • Transac[ion Reques[ Fonns(As appropriatc)-To redeem [he account, please complete the enclosed Redemption Request Form. To transfer the account, please complete the enclosed Transfer of Ownership Itequest Form. "I'he cxecutor of the estate must si�n these forms in their official capacity. The sianature(s) must be Medallion Guaranleed as described below. • New Account Application - If you want to keep these assets at Columbia Funds, please complete the new account appfication and indicate the new accowrt o�vnership and provide a signature for the ta�payer I.D. number certification. The remaining sections of the ne�v account application should be eompleted as appropriate for each additional privilege for the ne�v account. Securities products oKered through Columbia Management Invesiment Disiributors, Inc., member FINRA � T. ROWE PRICE SERVIGES, INC. va��v,�_1�:oweFaice.cor.� ___ — 8ox 1??i�[- . '��o:� �A3r,�ni.:� Z f I�p7-i;li2 ii1F.::;�^�;crgi: i!�r',au . .,i.{. ...�i...:id January 17, 2012 James D Hughes Salzmann Hughes PC Attorneys at Law 354 Alexander Spring Rd Ste 1 Carlisle PA 17015-7451 Subject: Estate of Alice E. Wooster Maryland Tax-Free Bond Fund Joint Tenant Account 521222313-3 Dear Mr. Hughes: 1 am very sorry [o learn of the passing of Mr. Harold A. Wooster; again, please extend my sincere condolences to the Wooster family. As of July 25, 2011, our records indicate the following: Fund Share Balance Share Price Account Balance Accrued Dividends Maryland 383.459 $10.38 $3,980.30 $11.44 Tax-Free Bond Acerued dividends are not included in the balance shown; they were reinvested into the account on July 29, 2011 . As you may know, the account has been registered jointly between [he late Ms. Alice E. Wooster and the late Mr. Wooster since its opening on September 9, 1996. Since Mr. Wooster passed away prior to Ms. Wooster, the assets belong to Ms. Wooster's estate. As reques[ed, I have enclosed a copy of Ms. Wooster's account s[atements from July 201 I through November 2011. We did not generate a December 2011 statement; however, I've provided you with the relevant information in the chart below: Date Acti�ity Amount Shares Share Price 12/1 Beeinning $4,101 .20 388.371 $10.56 Balance 12130 Dividend Reinv $15.12 +1.412 $10.71 12/30 Endine Balance $4,174.58 389.783 $10.71 A��erage Cost Per Share: $10.55 T.Rowel'rice�► INVEST WITH CONPIDENCE February 16, 2012 Shareowner Services Post Office Box 648�4 St. Paul, MN 55164-0874 www.sha reowneronline.com ALICE ELIZqBETH WOOSTER SALZMANN 1iUGMES PC ATTN JAMES HUGHES 354 ALEXANDER SPRING RD SUI7E 1 CARLISIE PA 17015 Re: Financial Confirmation Dear Shareowner: Account Number: 3402667327 Registration: ALICE ELIZABE7H WOOSTER ATTN ANN SARGENT WOOS7ER 170 2ND AVE APT 10 C NEW YORK NY 10003-5793 Account Creation Date: i2/7/1979 Issue Name of Stock: Bristol-Myers Squibb Company Total Share Balance on 7/25/2011: 4458.254 Certificate Shares: 800.000 DRS/Book-Entry Shares: .000 Dividend Reinvestment Plan Shares: 3658.254 Dividend Amount Paid YTD: N/A Closing Price per Share on 7/25/2011: N/A Ticker Symbol for ihe Company is: BMY It is exchanged or traded on: NYSE Please note that as a tra�sfer agent, we are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specifc price. If you have any questions, please call our office toll-free at 1-800-468-9716. Our Shareowner Relations Specialists are avai(ab(e to assist you Monday through Friday, from 7 AM to 7 PM Central Time. You may also send an email to us by selecting "Contact Us"at any time while online at v✓ww.shareowneronline.com. Sincerely, Wells Fargo Shareowner Services I IIIII IIlIII!IIlIII IIlI II!!II IIIlIII!IIIII IIIII IIIII NIII IIIII IIIII IIIII IIIII IIIII IIII IIII 'ZFNC0047,201,1,1,Y,Y,Y,Y�20 .,..�.va-a..�.,.., .,y.. .,., ., , .._ . __".,.�"'_». ,�__._ `_ ___, __ _ , . . _ Enter 5ymbol5 ar Y.eywartl5 � SEARLH �-- Puuled by portfolio management? + , ` At F'slie�ImelMeMa you will tuve G larqe reaeuU le]m tleAinteC ro anaylirp � ' * . /� � CIIM�s�, all Viecea oi a carokx 91oUa1 markeL tl}w tuve a 5500.000 W�ab Uck�ere �, �i �,_ , t b 4ovmbaE aur Ivnery maM1.et rvseuM.Lli«Here to Downioad Vour Re�nrt "�AenardMNeN�1d�� \ � �'\ . . _ 1'��i�ialnl7s'rw�.^s� . . _.. ..... .. .. . .._" '[MNSM�N[ryuarM�� ... . . ..__._.._..... t �� oITZ�n�*P. L.'.�:.bT}' . ... ... _ . . Heme Ouoln Newa InOUtVlei N+Aen Hlsmnctl Oue�n BlpRepor6 TM1is Hislontdl Ouoles lool allows you to bok up e sewMy's exaq GoAiq 0��y s'�mpiy ryce��e symooi eiw.nbio��ai aeie io we.+e awie ene mm cnan ror me�secvmy. � . ., .- . ._.._ ...... . _' . _"_""__._..__'__._._...._- � . - i� Ente�SYmbol OTY ... . ... EnterDate' 7/25/1 t (�• r.. . Bristol-Myeis Squibb Go. ' � � . ' MunJul$5.R011 . . . • �,:,F„a�,�, :9.z, 29•5072. :. ± ' ,x� zs.zz 29•16�- �- �ia� ze.son 5E•�:�572 . # . ',II �on 29A6 ' � . ...G . c. n .. . � -- — 8.165�SA9 .. �JB'�'17G .. .� . 2 - 29• ^�,3S a� Sponsorea Llnks � � � . The One MuebOwn Stock . 2q•�,?,�y� - X . �. The Intemefs Next Stock SkyrockeL Over 1,000%Potential Gains. ' � ,.�.�.,s�ioe,smckn�ime�com d.�CSCi'27�L = � . . StxkRepoR 1:'�0�?�c,'h��(' '# � . Earn 1,000%On The Next intemet 600m. � � . ..w«sm�muamvcnm 7000%�Penny Stock Pfcke Join ou�100°k Free Newsietler totlay antl get picks I�at skyrockel! ww..:�,wesomeaennysmus,rn�n Penny Stock of the Day RateC ki Penny Stock Newslefler on Ihe net � niN/:�^^^.v�dopsioo✓s com� - e�e n.n.e w n a n.ox�r wry�mvmow c�n Compare Brokers Compaie BroY.ers ,.. ,�:.-_w:�:.�,._. � A�!!�x M.�.,,.��..� ,�.�,,.��.�.., swnree�f�t�.a�., 1r.a�.amrmeiuy Fas�E..ecwlom �^��„��+_ �_f I�Q4N I�oe O000annwa I GII^�li�i�F I�1LZ I SI¢ Copy�B��p��Ma�kR�Ve�c�,lnc PIInpM�reaerv�E By usmp t�u a�e.you epne�o me�enE�Npdeted��d�B1 vse.yonsorwmme�sixreux�RSm:�ei.moym � g n�no�o+i e�e��rr.m��e.or<ay mi.v�o.�e�a tv six r.i.m,v im�.a.y eme e.isy�a>er..rn.�ee ua�".m:�n ow.�o,..me....�sM�eam oo.�e�..a came+�r.m�nn v�m.:n.��bc�i..m.�p�i�..A..m��.�..i.mu o�o�weaeyx�soao. Mo,e��m.map�o�Nnso�o em.e..,�eou.�a mu•�+�r.m n�.�o�.i.:.m. imma�y e.�.e�i.r.a+=m�.m��m,w�a.a..oe xo�.�m..ioi on.�...m..p.. oo�.��o�..ma....su rcom oa..ieos.a comv.�y.��_ seH�i�vea.�on.�.e�o+w.a e�six nuxm aoe o s�,i...�no.m��w<:e.i.y.e nn a�m�.v.m m�n..m.�v.um. http://bigcharts.marketN�atch.com/historical/default.asp?symb=bm}�&c]oseDate=7%2F25... 10/13/2011 BNY Meilon Shareowner Services � P.O. Box 358333 /►� Pittsburgh, PA 15252-8333 BNt �1Ft.i.ov sr!n.rsso•:;i:�er:sei:rr_ts January 5, 2012 Company ; CHEVRON �Tdme � F�CORPORATION SALEZMANN HUGHES Acco ATTN JAMES D HUGHES � ; u� nt Key 'WOOSTER-- j ': � ALICE0000 � 354 ALEXANDER SPRING RD SUITE 1 ;--- ----- -- --- ---- ----------- ___� CARLISLE PENNSYLVANIA ]7015 i Control 1201201040060696 j +Number � ; ; I ; __._.._..._. _._..__:--- ---_.._.__,.—_.._____ _..--` RE: ESTATE OF ALICE ELIZABETH WOOSTER ?Te]ephone ; 800-368-8357 �,Number _-J�-------__ � Dear Sir or Madam: Thank you for your recent request for assistance witl� the above referenced aecount(s). Please be infonned that the number of shares as on 07/25/20l 1 were 476.0000. Also, note that the closing price, as on 07/25/201 I was $108.1000 per share. Atso, the enclosed account transcript will provide you with the information requesied. Specifically, this transcript provides: • Account Profile that offers a general account status; . Account CertificaYe LisTing that outlines debiUcredit of eertificates; • Account Payment List, which details cumulative dividend pa}nnents; and . Dividend Reinvestment Account Summary that details shares purchased with reinvestment. Further, ihis letter contains inslructions tbr transferring shares from an account when [he owner(s) is deceased and the estate has been probated. If you cannot loca[e the stock certifica[e(s),or if the estate has not been robated, lease call the toll-free number shown above fo obtain further information and re uirements. 50 Shares or Less More than 50 up to 250 More than 250 Shares Shares Submit items ] through 3 Submit items 1, Z, 3 and 4 Submit items 1 through 5 or Submit items 1, 2, 3 and 5 Required Items ].Completed Transfer of Stock Ownership fonn signed by the Execufor or Authorized Represeo[ative. 2.The original stock certificates(if applicable). 3.Inheritance Tax Waiver(if applicable). To detennine if an Inheritance Tax �Vaiver fonn is required to be filed in your instance, please contact the state 7'ax Departinent located in Che decedent's state of residence. The Page 1 of H BN1' A4ellon Shareo��ner Services 1� P.O. Boz 353333 � Pittsburgh, PA 15252-5333 Rnl' t�1F.i.I:OV SH�N`_01'ftlEP.lEli?'IC{5 May 23, 3012 Company CSX Name CORPORATION SALZAQANN HUGHES P C Account Key WOOSTER-- ATTY AT LA\�V ALICE0000 354 ALEaANDER SPRING ROAD Control 201205210004552 SUITE I Number CARLISLE PA 17015 Telephone 500-52]-5571 ATTN IAMES D HUGHGS Nmnber ALICL- LLI"l_Af3HTH \VOOSTLR A7�'N A�'N SARGENT\1rOOS1'Elt 170 2ND AVE APT 10 C NL-\V YORK NT 10003-5793 Dear Atty. Hughes: Thank you for your recent request for assistance��iUi the abo��e referenced account. The referenced accoLmt held a total balance of 4,05199 shares of CSX Coporation srock as of 07/25/] 1. The balance��as 3,751,99 book shares and 300 shares in certificate fonn. This stock closed at $25.46 per share as of 07/25/1 l. The enclosed account transcript will pro��ide you �vidi the infom�ation requested. Specifically, this transcript pro�ides: . Account Profile that offers a general account status; . Account Certificate Lis;ing that outlines debidcredit of certificates; . Account Payment List, �vhich details cumulative dividend payments; and � . Di��idend Reim�estment Account Summary that details shares purchased �cith disVibutions. \�'e hope you 13nd Uiis infonnation hclpful. If you require additional assistance, you may speak �vith one of our Customer Service Representati��es a�ailable from 9 a.m. until 7 p.m. Monday through Friday by callim� the abo��e mm�ber or (20]) 650-6575. Sincerely, BNY Mellon Shareowner Services :�bout:hlank 5/23/2012 Operations Center • � AMERICAN STOCK 6201ISthAvenue � Brooklyn,NY 11219 Transfer 6 Trust Company,LLC www.amstock.com � LINK GRQUP nelwork (877)322-4938 January 09,2012 Salzmann Hughes, P.C. Attorneys at Law Attn: James D. Hughes,Esq. 354 Alexander Spring Road, Suite 1 Cadisle,PA 17015 Re: AL10E ELIZABETH WOOSTER Company: EASTMAN CHEMICAL COMPANY Account: 2109127380 Deaz Mr.Hughes: We have received your request tegarding the above-referenced account. Our records indicate as of the date of death,the shareholder held a balance of 1 12 outstanding shares. A portion of this holding is represented by the following certificate which was issued to the shareholder as follaws: Certificate# Issue Date #of Shares 0067394 O1/03/1994 56 The remaining balance of 56 shares, are held in Book Entry form on our records. In the event an original certificate is lost, please inform our Lost Securities Department in writing to the above address or via facsimile at 718-236-2641. Please be sure to provide all pertinent information and the certificate number which is lost, so we may propedy initiate replacement procedures. The price for the company at the close of business on July 25, 2011 was $10430 per share. The stock price was provided by an independent third party. American Stock Transfer&Trust Company,LLC does not guarantee [he timeliness or accuracy ef cuch information. The company trades on the NYSE and the symbol is EMN. The following dividends have been issued on the account and remain outstanding on our records: Issue Date: Check#: Check Amount: O1/02/2006 0216253362 $24.64 j� 04/03/2006 0216269759 $24.64 07/03/2006 0216285665 $24.64 -,>;— 10/02/2006 0216301350 $24.64 O1/02/2007 0216316552 $25.20 04/02/2007 0216331430 $24.64 ,Y'� 07/0�/2007 0216345903 $24.64 � 10/Ol/2007 0216373894 �24.64 01/02/2008 0216387570 $24.64 IIIIII IIIIIIII I II IIIIIIII IIIII I IIIIII I IIII I IIII II IIII)II IIIIIIII IIIIIIIIIII IIII AST15115192109127380 • Issue Date: Check#: Check Amount: � 10/01/2008 0216427500 $24.64 � O1/02/2009 0216440692 $24.64 04/Ol/2009 0216453242 $24.64 � 07/O1/2009 0216466136 $24.64 `y10/Ol/2009 0216478529 $24.64 �O1/04/2010 0216490545 $24.64 04/O1/2010 0216502495 $24.64 07/01/2010 0216514186 $24.64 � Ol/03/20ll 0216536926 $263z Y-07/01/2011 0216558912 $2632 01/03/2012 0216580401 $29•�2 Our records show there are no additional accounts registered to Alice Elizabeth Wooster. In addition,this account is held by Ms. Wooster in an individual registration. Enclosed please find the original documents submitted to us with your request and a transfer instruction package,providing the requirements to re-register the shares. Also enclosed is a letter of instruction,to claim assets which have been sent to the state of Pennsylvania, as abandoned property. In order to sell the shares,please include a letter of instruction with your transfer request. There is a flat sales fee of$15.00 plus$0.10 per share for commission.The fees will be deducted from the proceeds of the sale, and the shazes will be sold in accordance with the company's plan prospectus.Please return all documents to the letterhead address attention,Transfer Department. In the event you require additional assistance,please contact our Shareholder Services Department at the number listed above. We trust the above information is helpful. Since Mic e Santana Shareholder Services Enclosures /MS IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII IIIIIIIII IIIIIIIII AST15115192109127380 (omputershare �" _ O�� .a�� Computershare Trust Company.N.A. V PO Box 43078 = C o m m u n i cati on s Pmvidence,RI 02940-3078 � Wrthin USA,US territories 5 Canada 877 770 0496 � Outsitle USA,US teiritoiies 5 Canada 781 575 2382 � •'°^"""'AUTO"3-DIGIT170 000i3s�ooszoiz 052012 www.computershare.comlinvestor � uIi 11 I i n i nl I I I I i dl li u ill i h FRONTIERCOMMUNICATIONSCORPORATIONis — �I�I II � I �I I��I I � �� II 1�� I �I I� I �I incorporatedunderthelawsoftheStaleofDE. � ALICE ELIZABETH WOOSTER — 6 MOORE CIR CARLISLE PA 17015-7607 Holder Account Number ° C0007141076 = Date of Death shares = 179.12568 x7.6599849 II II II II II III IIII IIII II I I III IIIII II III $1=372_10 =___ SSNRINCerlifed Symbol Yes FTR aa�csnnnn ars.uL rci rarn nnsNan_?uzovos:n�✓n<in�u FRONTIER COMMUNICATIONS CORPORATION • Summary of Account Holdings and Transaction Form;. It is important to retain this statement for tax renortina nurooses and for use as a reterence Holder ACCOUnt Number: C0007141076 when you access your accounl online at our websile or when contacting Computershare. Save time. Be more secure. Help the environmenl. Manage your holdings at Investor Centre! It is easy and iree,so get started now at www.computershare.comlinvestor. ► ACCOUNT SUMMARY As of close of stock market on 30 Sep 2017 Stock Class Certificaled Sharesl Direct Registration Investment Plan Total Closing Price - Market Description I Units Held by You ( Book ShareslUnits I Book ShareslUnits I ShareslUnits I Per SharelUnit($) I Value ($) DSPP Common Stock 0.000000 165.000000 19.243480 184.243480 6.170000 � 1,125.73 Dividend Reinvestment Activity as of record date This seclion includes intormation only for shares/units(or which dividends are reinvested. Record I Payment I Dividend I Stock Class I Dividend Reinvestment I Gross I Tazes I Net Date Date Rate($) Description SharesfUnits Dividend ($) Withheld ($) Dividend ($) 09 Sep 2011 30 Sep 2011 0.10750� Common 179.125678 33.59 33.59 Transaction History From:01 Jan 2011 To:30 Sep 2017 This section pertains only to book2n�ry shareslunils. Date I Transaction I Transaction I Deduction I Deduction I Net I Price Per I Transaction I Total Book Description Amount($) Description Amount($) Amount($) SharelUnit($) ShareslUnits ShareslUnits Pian Transaclions DSPP Common S�ock Balance Forv+ard 6.586920 31 Mar 2011 Dividend Reinvesiment 32.17 Transaction Fee 179 30.38 8.222800 3.694605 10281525 30 Jun 2011 Dividend Reinvestmenl 32.87 Transaction Fee 1.83 31.04 8.074601 3.844153 14.125678 30 Sep 2011 Dividend Reinvestmenl 33.59 Transaction Fee 1.94 31.65 6.1A4295 5.117802 19.243480 DOTPPA(Rev 1D:11) HOW f0 R23d YOU� St3tBtTl2nt - - � - � . Please see reverse side for important information. Stock Class Description-A description ol the slock Gass in which you hold shares,e.g. Price Per Share/Unit-The market pnce per share pumhased or sold under ihe Pian for Common s�ock. �hic trao�a�nnn � M&T Investment Group 285 Delaware Aveoue,Suite 2000,Buffalo, NY 14202-1885 MaTSecurities, Inc. February 21, 2012 Alice H Wooster AZD253542 Account Valuation: 07/25/2011 Description of Security Quantity in Price per share on Shares 07/25/2011 OPPENHEIMER PENNSYLVANIA MUNI 220.334 Low: $10.58 CLASS A High: $10.58 Closed: $10.58 OPATX - TRADE SUBMITTED ON 7/25 3,591.682 $38,000 TOTAL THAT IS PENDING SETTLEMENT WORTH OF TRADE We have received the information presented above from sources, which we believe to be accurate. However, we do not guarantee their accuracy. The stock price per share on valuation date is the closing price on that date. The mutual fund price per share is the low/nav price on that date. Previous business day price is used if DOD falls on a weekend or holiday. Please contact Client Solutions with any further questions, or if we may be of funher assistance to you at 1-800-724-7788, Option #1. Thank you. Sincerely, � �� --- �--> � - _�-=�' —-- VJ. Charles Graf Brokerage Operations Specialist M&T Securities, Inc. Invesiment and Insurance Producis•Are NOT Oeposits•Are NOT FDIGlnsoretl•Are NOT Insuretl By Any Federal Government Agency •Have NO Bank Guarantee•May Go Down In Value M$,T Invesiment Group'"is a service mark of M8T Bank Corporation antl consists ol M8T Sewrities,Inc.,Ihe imesiment,related areas of M8T Bank antl the inveslment advisory firm MTB Investmem Advisors,Inc. Brokerage services antl insurance pmtlucts are ofieretl by M8T Securlties.Ina�member FINqA�SIPC�,nol by MST Bank. MgT Securities.Inc.is licensed as an msuranca agenl antl acts as agent Ior msurers.Insurance policies ara obliga�ions oi ihe insurers that issue lhe Oolicies. i....,..�....�...,.n.��,..��,.r no�,i�nanio i�au�ia�ac BNl' Mellon Shareu��ner Srn'ices �� ,,,, � P.O. Box 3�5»_� Pittsburgh, PA 152;2_S3?3 lixl' '•,1f IJt�v _�.. .,:_,•::i:�r _-ec�:i_:�. May2>, ZU13 Company PUBLICSERVICL �Name �ENTERPRISE GROUP SALEZMANN HUGHES �, �!iINCORPORATED ATTN: JA�1ES E HUGHES ipccount IWOOSTER--ALICE0000 : 354 ALEXANDER SPRItiG RD ;��, ! SUITE 1 -----� ---- � Contrul ;20 1 2052 1 00045 5 1 � CARLISLE PA 1701� � � iNumber � ___i ��,Telephone 300-242-OS13 � �Number I, Jj RE: ALICE ELIZABETH ��'OOSTER -- --- — Dear Mc Hughes: We recently received your follo�v up inquiry regarding the referenced PSESG Incorporated account. Please note on July 25, 20l I, the account held 789.6079 book entry and 75 certiticate sUares represented by the certificates numbered YY Ol�2644 @ 50 shares (issued O1/OS/1980 - date this account was opened) and ESS 0137742 @ 25 shares (issued 07/2�'1987). The dosing market price for the stock on 07/25/2011 was $33.20 per share. On July 26, 2011, we received sale instructions dated July 25, 201 1 from Ann S Wooster to sell 700 shares from this account. Ms. Wooster also submitted a Power of Attorney document to support her authorization to act on behalf oY the shareholder. Accordingly, we sold 700 book entry shares on July 27, 2011. The sales check was inailed to Ann S �Vooster at d�e follo�aino address: Alice Elizabeth �'�'ooster Attn: Ann Sargent Wooster ]70 2nd Ave Apt 10 C I��e�.v York NY 1000? As requested, copies uf the sale instructions and the Power of Attorney document submitted by Ms. Wooster Yrom cnse file number 201107260004574 �vill be mailed under separate cover. The first quarter dividend was reinvested to purchase 1.9537 shares at the rate of$30.5264 per share on March 30, 2012. We have also included an account transcript for your review. We hope you find this infonnation helpful. As a reminder, you may access our Investor ServiceDirect Web site at n�ric bm'n�el(on com/shareo�rner/caurh-acress or call our automated voice response system at the above number or(201) 680-6578 for account mtormation and to initiate certain transactions. You may also speak with one of our Customer Service Representatives available from 9 a.m. until 7 p.m. Page 1 of 4 � //� �omputershare �' �/ � � Compu[ershare Tmst Company,N.A. = ver��n PO Box 43078 — Pravidence,RI�2940-3078 Within USA.US terrimries 5 Canada 800 631 2355 � Outside USA,US territories 8 Canada 7B1 575 3994 � """"""'AUTO"3-DIGIT170 OOO�a2/o052868 D52868 www.computershaie.com/verizon � "��I�I��II��'I"�I9��I"�I��II�I��'�'��I�'�I"I�'��I'�I�' VerizonCommunicationslnc.isincoryoratedunder the laws of the State of DE. — ALICE ELIZABETH WOOSTER = 6 MOORE CIR = CARLISLE PA 17015-7607 Hoider Account Number = C0011267661 = Date of Death Shares —X�36.2274 IIIII II III II IIIIIII I IIIIIIIIIII I III �26�461_15__ SSNRIN Certified Symbol Yes VZ OI�ICSOi1W�RI'S.DL 1'GI A'l..V.11Y5]1Y JJP40/IlSypfiN/1153NfiN/i ° Verizon Communications Direct Invest Statement It is important to retain this statement for tax reoorting purooses and for use as a re(erence Holder Account Number: C001126T661 when you access your account online at our website or when contacting Computershare. Did you know that you can manage your account online and sign up lo receive your statements electronically?Help the environment.Go to www.computershare.comlverizon to get started. ► ACCOUNT SUMMARY As of ctose of stock market on 01 Aug 2011 Stock Class Certifiwted Sharesl Direct Registration Investment Plan Total Closing Price Ma�ket Description I Units Held by You I Book ShareslUnits I Book ShareslUnits I ShareslUnits I Per SharelUnit(5) I Value ($) DSPP�Common Stock 0.0�0000 0.000000 740.395051 740.395051 35.870000 26,557.97 Dividend Reinvestment Activity As of record date This seclion includes information only for shareslunits for which dividends are reinvested. Record Payment Dividend Stock Class Dividend Reinvestment Gross Taxes Net Date Date I Rate($) I Description I ShareslUnits I Dividend($) Withheld (�) I Dividend ($) 08Ju12011 01Aug2011 0.467500 Common 730.567396 356J5 96G.15 Transaction History From: 01 Jan 2011 ro:a� auy 20�� This section pertains only to book-entry sharesluni�s. Date I Transaction ( Transaction I Deduction I Deduction ( Net I Price Per I Transaction I Total Book Description Amount($) Description Amount($) Amount�$) SharelUnit($� SharesfUnits ShareslUnits Plan Transaclions DSPP-Common Stock Balance Forv+ard 711.776504 01 Feb 2017 Dividend Reinvestment 346.99 Transaction fee 2.29 344.70 36.030743 9.566830 721.343334 02 May 2011 Dividend Reinvestmenf 351.65 Transaction Fee 2.28 349.37 37.875940 9224062 730.567396 Oi Aug 2017 Dividend Reinvestment 356.15 Transac�ion Fee 329 352.86 35.9D4800 9.827655 740.395051 OOTPPA(ROV.10�11) How to Read You� Statement Please see reverse side for importanf information Stock Class Descdption-A desaiption of the stock class in which you hold shares,e.g. PNce Per SharelUnll-The marke�pnce per share purchased or sWd under ihe Plan for BNY Melfon Shareowner Services ` P.O. Box 358333 �� Pittsburgh, PA 15252-8333 F;��1' �9 E I.I,oV `'.HHI[?V�::IIEf.SEI:Yi=_S . . _ . __ . . __. . . . .... . _ . January 5, 2Q12 Company ZIMMER HOLDINGS,"� �Na�ne , INC. I - - _ _ . __ __ SALEZMANNHUGHES ,Accou�:�WOOSTER-- ATTN 3AMES D HUGHES � ;�AL[CE0000 �� 354 ALEXANDER SPRING RD SUITE I , - — - .-- .-. CARLISLE PENNSYLVANIA 1701� �Control 01201040060696 � RE: ESTATE OF ALICE ELIZASETH LVOOSTER Number ;�_ ; 'Telephone ; S8&552-8493 !Number ' ' - -- � --- !I...__.. _�— -----� �.�� Dear Sir or Madam: Thank you for your recent request for assistance witl� the above referenced account(sj. Please be informed that the number of shares as on 07/25/201] were 291.0000. Also, note thlt the closing price, as on 07/25/201 1 was $62.2400 per share. Also, the enclosed account transcript wi]]provide you with the information requested. Specifically, this transcript provides: • Account Profile that offers a general account staYus; • Account Certificate Listina that outlines debit/credit of certificates; • Account Payment List, which details cumulative dividend payments; and • Dividend Reinvestment Account Summary that details shares purchased with reinvestment. Further, this letter contains instructions for transferring shares from an account when the owner(s) is deceased and the estate has been probated. If you cannot locate t6e stock certificate(s), or if the estate has not been robated, piease call the tol6free number shown above[o obtain further infonnatinn and re uirements. 50 Shares or Less More than 50 up to 250 More than 250 Shares Shares Submit items 1 through 3 Submit items 1, 2, 3 and 4 Submit items ] through 5 or Submit items 1, 2, 3 and 5 Required Items L Completed Transfer oi�Stock Ownership For�n signed by Ihe Execator or,Authorized Representative. 2.The original stock certificates (if applieable). 3.Inheritance Tax Waiver(if applicable). To determine ii�an Inheritance Tas Waiver fonn is required to be filed in your instaoce, please coniact the state 1�ax Depa�tment localed in the decedenYs state of reside�ce. The Pa��e ] 0l'8 �� T � }� _ � � ISTC Corporation 801nternational Orive, Suite 130 P.O. Box 909 Greenville, SC 29615 Greenville, SC 29602 (864)239-1029 October 17, 2012 Salzmann Hughes PC Attn: James Hughes 354 Alexander Spring Road Suite 1 Carlisle, PA 17015- RE: ALICE HAMMOND WQOSTER ANGELES PARTNERS IX Dear Investor: We have received your request for a change of address and/or account information on your investment in ANGELES PARTNERS IX The following additionai items will be required before we can honor your request: Due to the termination of the partnership, no transfer is possible. Please see the attached ownership verification. Please resubmit the above requested items in one package. If you have any further questions, please contact us at 1-864-239-1029. Sincerely, ISTC ISTC Corporation WOOSTER,ALICE Transfer Staff aoos n»ns /STAGOJ 'SER->ofNVEST ISTC Corporation ��+��y � 80 International Drive, Suite 130 P. O. Box 909 Greenville, SC 29615 Greenviile, SC 29602 (864)239-1029 OWNERSHIP VERIFICATION AS OF 10/17/12 ALICE HAMMOND WOOSTER 6 MOORE CIR CARLISLE, PA 17013-7607 , INVESTOR: 171773 SORT NAME: WOOSTER, ALICE PHONE: CUSTODIAN ACCT#: TYPE: 04 INDIVIDUAL TAXID: 426-64-1053 FILE WAS LAST MODIFIED ON: 01/15/01 PAR7NERSHIP NAME PNO SEQ# ADMIT TERM CLASS SUB UNITS ORIGINAL INV AMT CLASS APIX Partnershi c/osed. 4009 006870 03/31/80 Lt 5.00000 5000.00 Tolal Active 5.00000 5,000.00 Printed by: Transfer Department � �Computershare � � � � � Computershare Investor Servkes Z50 Royall Street . . . . ,. .. , . , .,_ . . _,�,.,Canton Massachusetts 02021 - www.tomputershare.com ]AMES D HUGHES SALZMANN HUGHES PC 354 ALEXANDER SPRING ROAD SUITE 1 CARLiSLE PA 17015 February 9, 2012 Company: EAST"MAN KODAK COMPANY Registration: ALICE ELiZABETH WOOSTER Holder Account Number: C0000593010 Document I.D.: 12018WF00072081 Our Reference: EKC/0120120118/35910926/RS/66032 Dear Sir/Madam: Thank you for your inquiry. We appreciate the opportunity to be of service to you. Below is the account balance information you requested as of July 25, 2011. All accounts are registered to Alice Elizabeth Wooster as an individual. . Company Name: Eastman Kodak Company 1 �" Account Number. C0000593010 ; r (��u y�, Shares Held by Agent: 0 Y ��r�\� �� Shares Heid in Certificate Form b Holder: 225 � Totai 5hares: 225 (a-�� Closing Price Per Share: $2.33 Company Name: Frontier Communications Corporetion Account Number: C0007141076 Shares Held by Agent: 179.125678 Shares Held in Certificate Form by Holder. 0 (A, \� r�s�� TotalShares: 179.125678 Closing Price Per Share: $7.66 Company Name: Verizon Communications Inc. Account Number: C0011267661 Shares Held by Agent: 730.567396 , �l� �Q 5��,,� Shares Held in Certificate Form by Holder: 0 Total Shares: 730.567396 C�osing Price Per Share: $36.22 In order to sell shares of Common Stock registered in the name of a deceased party, a transfer of ownership must first be completed. i . _ � , ANT1Q_UES C IE I F I REARM S � 1�� I � � ESTATES � �' rZr��-ais�ll s REAL E STATE I � Appraisal � , Rep o rt � � The �state of Alice H. Woosfcr c/o Tamera S. Sic7rist I Salzmann Huglies, P.C. Attorne�s at La�� 3�-� Ale�ander Sprinc Roact, Suite 1 Carlislc, Pennsrhania 1701� (717) 2-49-6333 � I IPreparcd b�: Da�'id J. Cordier � �Ilen E. �'lilicr Cordier Antiques S Auctions 1�Q0 Paxton Strcct Harrisburg, Pcnns�hanio-� 1710� � Plionc: (717) 731-3662 Fa�: (717) 731-9830 I � Summary On October 20; 2011, at the request of Tamm;' Sie�rist, Salzmann Huohes, P.C.. I personally inspected the assets oF Estate of Alice H. Wooster, Cwnberland Ctossings, 6 Moore Cirele. Carlisle, Pennsyh'ania. V��UC Fair\Qa�it'e The Fair Market Value for the property in total is: X�k�X''* $765.00 This is not the appraisal report. The apqraisal i�epurt must be read in its entirety. Pa�e: 3 of 9 Conclitions of Appi'�is�l The ��alue stated in this Appraisal Report is based on the best judgment of the appraiser�i�en the facts and conditions a�•ailable at the date of[he ��aluation. The use of the repa�t is limited to ihe purpuse of determininn the �alue of personal prope��t)' for L-state Tax purposes. An;� additional research or testimony required b�� ihe client a the coun �vill be billed at the cunent rares. � Disclosure of the contents of the report is go�emed by the Standards and Practices of the Certified Appraisers Guild of the America. Certification of Report No prohibited fee ��as accessed for this report. Dacid J. Cordier and Ellen E. I�liller of Cordier t\ntiques �C Auctions ha��e successfull}� compieted the personal property appraisal certification pro�ram ��'ith tlie Certified Appraisers Guild of America and are members in �ood standine. This report ��'as prepared in accordance ��ith the Uniform Standards of Professional Appraisal Practice and ��ith the Standards and Practices ofthe Certified ,4ppraisers Guild of America ��ltich has re�ie�c authority of this report. David J. Cordier and/or Gllen G. \'liller ha�'e personall� e�amined the subject property. The statements of fact contained in this repoit are true and correct to the Uest kno��led�e and belief of the appraiser. �� By: Da�•id J. Cordier, C.A.G.A. By: Ellen E. Miller, C.A.G. : Cordier Antiques R Auctions Cordier Antiques R Auctions Pa�z: � of 9 Appendi� A Fair �1arkcl Valuc aent to auctibn �$��'f�$�'�'�� Inlav �+ood ��ith a plastic coatin�� o��er top. Tapered legs. 16" x 45-1/2" x 2=1-1/2". 2, �150.00 Black Comb Back \Vindsor Style .4rm Chair. Spindle back ��ith turned legs and an H stretcher. Si�ned "J. PIant 1987." 47-3/4" high. Seat 24-1/4" x 18-1/4". 3. B�HHxaIX�S&�•��t�stxp�d�. went to auction }�orse themed inlay ��ith X stretcher �vith a finial center and four tumed le�s. 16-1/4" !: 17-1/2" x 17-�/S". 4. $200.00 Declaration by Drexel Round Table. Four sUaieht lees ��'i[h an apron all around. 28-5/8 x 44-1/2". 5. �ro��et�tkx� Went to Charity Reeded ceramic tan lamp �vith cloth shade. 30-1/4" hi�h. 6. ' went to auction Model LS60-G. �latsushita Electric Industrial Co. Ltd. Made in Japan. 34" high. 7. $_,�C,��x�{,��U�X}C3iC�xx Went to auction Turned le�s wi:h hvo drop leaves. 27-1/4" x 43-1/2" x �3°. s. ��ann ^^ a..�'•{„�1. ��_];.uic;,aai13.7:;ani'rLJ�:�T. w�. - Not decedent's item f��odel MPC-J410\��. 9. �� Went to Charity 22" hi�+h. 10. ��uiM�k��m�lt4�x Went to Charity n4etal gratin� at thc back ��ith t��o shel��es. 3?-3/4" x 31" x 11�/4". 11. Went to Charity 1100 \k'alt5. 1 Z, $1�.00 �'.FL Grindley Tunstall Flo�l' Bluz Transfern�are Bo�+l. Circa l 591. Dzpicts poppies ��'ith some gilt detailin�. l-1/2" x 8-7/8". Condition: A few minor chips around the rim. ];, �300.00 Collection of I S 7ippo Lighters and 2 Others. In a case. pa�e: 8 of 9 14. $100.00 Col(ection of 24 Knices and Gilette Khaki Razor Szt. Knives include military, utili*.}', pocket, etc. 15. ��f�c��z�x�£�#�k1�+�� ent to auction Includinv root�ood, hard�cood, figural and ri��o with metal handles. 19th'20th century. $�� Total � 765.00 Pa�e: 9 of 9 consignor�ememem Cordier Auctions & Appraisals CO#: 3645 7500 Paxton Street Harrisburg, PA 17104 Date: t/�4/2012 Phone: 717-731-8662 Fax: 717-731-9830 Page: 1 Consiqnor. 2077 Estate of Alice H.Wooster c/o Salzmann Hughes, P.C. 354 Alexander Spring Road Carlisle, PA 17015 Phone:347.847.3152 tion: Two Day Auction - 1/14/12& 1/15/12 # Descripiion Quanlity Unit Price ExtPnce CommlBuyBack Expenses 3 SL2FOOTED PLATE 1.00 200.00 200.00 -50.00 0.00 Bid Card#132 -------- ---- --- -------- --- -------- ------ --- - -- - ------- - -- - 4 SL 3 RICULATED DISH 8 RIMMED DISH 1.00 25.00 25.00 -8.75 0.00 Bid Card# 133 - ------ -- -- � ----------- - - --- ----- ----- - ------------ ------ - - i2 NATIONAL SPECIAITY MANUF PRESS PAT 1.00 45.00 45.00 -15J5 0.00 1897 Bid Card#159 -- - - - - ----- --- ------ - - --- -- -`----- -- -- - �8 CASED IMAGE 1846 SCHOOL GIRL 1.00 80.00 80.00 28.00 0.00 Bid Card# 119 --- -- - ------ ----- -- --- ----- -- - ------- - ------ ----- - --- )0 ROYCROFT HAND HAMMERED CANDLESTICK 1.00 40.00 40.00 -14.00 0.00 Bid Card# 772 -- ---- - ----- -- - --- - - ------- - - ---- - - -- -- ----- -- - - ---- - 04 HEAVYCOPPERPOT 1.00 45.00 45.00 -15.75 0.00 Bid Card#164 -- ---- --- -- - - -- -- - - ---------- ---- --- - - -------_ ------- --- O6 COPPER COOKPOT 1,00 30.00 30.00 10.50 0.00 Bid Card# 199 --- ------- ------ - ----- --- ------------------------------- --- - 07 EARLY PEWTER PLATE STAMPED 1,00 10.00 10.00 -3.50 0.00 Bid Card# 151 --- - -- - -------------- ---- ----- -- ----- -- ---- - ---_- ----- --- -- 111 DRAMBUIE ADVERTISING CRATE 1.00 10.00 10.00 3.50 0.00 Bid Card#170 --- - -- - -------- --- --- ------ ------- ---- ----- ---- _ ---- ------- l60 PLANTER WITH STAND 1.00 15.00 15.00 5.25 0.00 Bid Card#177 --- --- - - - - ---- ------------- - - - --- ------- ------ - --------- 161 PLANTER WITH UNDERPLATE 1.00 10.00 10.00 -3.50 0,00 Bid Card#171 - - --- - - ------ ------ --- -- - -- -- ------- ----- - -___ - - t62 TL11 GOBLETS 1.00 0.00 0.00 0.00 0.00 Bid Card# 100 -- -- -- ---- ---- ---- --- --- --- - -- --------------- _ --- -- ---- 163 2 TL 15 GOBLETS 1.00 10.00 10.00 3.50 0.00 Bid Card# i 66 ` - -- - -- - - � - ---- --- - --------- - ----- --- - - --_-- --- - - - - l64 TL CHAMPAIGNE FLUTES AND SPARKLE 1.00 5.00 5.00 1.75 0.00 GOBLETS Bid Card#190 - - - - - ----------- - - - -- --------------- -- -- ----- - ----- ------ l65 TL 12 PCS INCLUDING BLUE TUMBLERS 1.00 5.00 5.00 -1.75 0.00 Bid Card#188 - - ------ --- - ---- - ---------- - ------- _-- - -- ---- l66 TL9 PCS COPPER 1.00 25.00 25.00 8.75 0.00 Bid Card#135 l67 8 PCS ASSORTED SILVER PLATE 1.00 5.00 5.00 -1.75 0.00 Bid Card#188 �onsignor semement Cordier Auctions & Appraisals CO#: 36a5 1500 Paxton Street Harrisburg, PA 17704 Date: 1/14/2012 Phone: 717-731-8662 Fax: 717-731-9830 Page: 2 Description �uanlity UnitPrice ExLPrice CommlBuyBack Expenses TIN WARE PRIMITIVE 1.00 45.00 45.00 -15.75 0.00 Bid Card#199 - -- - - -- - ----- - - - - ----- - --- --- - _ -------- - ------ -- -- - - --- -- 2GREEN FLUTES 1.00 35.00 35.00 -12.25 0.00 B'rd Card#156 -- -------- ------------- - ----- - ---_- -- -- - - - � DECANTER AND NUTTRAY WI?H SIGNATURE 1.00 5.00 5.00 1.75 0:00 Bid Card#177 - - --- -- --- - ----------- - ---- -------- - -- --- - --- --- - - -- - COBALT BLUE COVERED DISH 1.00 0.00 0.00 0.00 0.00 Bid Card#100 -- -- -- ---- ------ -- -- ---- --------- - -- -- -- --- - ---- --- -- ! 2 BRASS CANDLESTICKSAND SHELL 1.00 5.00 5.00 -1.75 0.00 Bid Card# 135 - - -- - -- ------ - ------- --- - ------ --------- _---- --- -- 3 ETCHED TRAY WITH SILVER TRIM 1.00 20.00 20.00 7.00 0.00 Bid Card# 133 - - --- -- - - �- ---- --- --- - ------- ----- - --- - -- -` ---- - - --- 1 9 PCS PEWTER INCLUDING CUPS 1.00 S.00 5.00 1.75 0.00 Bid Card# 188 -- - - -- - -------- -------- --- ------- ------ ----- ---_- --- -- - -- 5 TL ASSORTED 4 PCS INCIUDING AUS7RIA, 1.00 5.00 5.00 1.75 0.00 BAVARIA Bid Card#135 --- - -- ----� ---- ---- -- -- - - ---------------------- -_---------- 6 4 PCS SILVER PLATE SERVING SE7 1.00 10.00 10.00 3.50 0.00 Bid Card#164 _- - ------ - ------ ----- - -- --- - --- --- -- 7 PEWTER WASTE CAN 1.00 50.00 50.00 -17.50 0.00 Bid Card#199 - - - --- --- --- ---- --- -- ----- - - -- ----- ------ -- --_------ ---- '8 EMBASSY MILK BOTTLE AND 1 OTHER MILK 1.00 5.00 5.00 1.75 0.00 BOTTLE Bid Card#186 -- - -- ----- ----------------- - ------- ---- ---- --�_------- -- - '9 TL GlASS, lNCLUDING WATERFORD 1.00 10.00 10.00 3.50 0.00 CRACKED, 11 PCS Bid Card#164 - - ---- - -- --- ------ - - ----- - ------ - --- - ------ _ - --- - ----- 30 4 PCS ROYAL lRONSTONE CH1NA INCLUDING 1.00 20.00 20.00 7.00 0.00 PLATTER Bid Card#119 � - - - - - -- - - ----------------- --- - -----_- - --- ----- 82 2 PLATTERS, ONE WlLLOUGHBY 1.00 60.00 60.00 21.00 0.00 Bid Card#155 - -- - - ---- --- --- ---- -- -- - - -- - ---- -- - - ---- - 84 HULLTEAPOT 1.00 5.00 5.00 1.75 0.00 Bid Card#152 - - - - - -- - ---- - - - - -- - - ---- -- ---- ----- ------- _ --- --- - - -- l86 17 PCS FLOW BLUE 1.00 35.00 35.00 12.25 0.00 &d Card#199 -- - - - - - - �-- - - -- --- - - - ------------ ---- - - - - - - - - ---- t88 11PCS FLOW BLUE 1.00 25.00 25.00 -8.ii 0.00 Bid Card#199 - -- ---- ---- ------ -------- -----_ -- -- -- - -- !89 23PCSTRANSFERWARE 1.00 25.00 25.00 8.75 0.00 Bid Card# 188 ------- - . . _._---- ----- ---- ---- - ------ -- - ---- -----_-- -- -- --- - - !91 3 PCS PEWTER INCLUDING CANDLESTICKS 1.00 15.00 15.00 S.25 0.00 AND CHILD CUP 8id Card#199 --- - - - - - ------- ------ - --_ - ------ -- - - - ---- ------- -- - --- -- l92 PEWTER LAMP 1.00 30.00 30.00 10.50 0.00 ❑;a r,.,�ie 7�� consignor�ememem Cordier Auctions & Appraisals Co#: 36a5 i500 Paxton Street Harrisburg, PA 17104 Date: 1/1a/2012 Phone: 717-731-8662 Fax: 717-731-9830 Page: 3 # Description Quantify Unit Pnce Ext.Price CommlBuyBack Ezpenses 3 TL GLASSWARE, COPPER TRAY 1.00 20.00 20.00 -7.00 0.00 Bitl Card#177 - -- - --- - ---- - - �---- - - --- - - - - - ---- ---- -- -_ - - - -- - - 5 7 PCS FLOW BLUE 1.00 20.00 20.00 7.00 0.00 Bitl Card# 119 - - - - - - -- _ -- .. - - �---- --- -- - - -------- - - --- ------ - ---- �6 2 BQTANICAL PRINTS 1.00 35.00 35.00 -12.25 0.00 Bid Card# 135 --- --- - -------- --- ---- ----- ------ --- -- i7 STONEWARE VASE 1.00 15.00 15.00 -5.25 0.00 Bid Card# 177 ------ - - ------ - - -- --- ------- - - --- )8 2 PRINTS OF FLOWERS 1.00 10.00 10.00 -3.50 0.00 B+d Card#182 - -- - - - - - --- ---- - - -- - ---- ---- ------- - -- - - - --- - -- - ---- 39 TL SALT N PEPPERS AND COAS7ERS 1.00 5.00 5.00 -1.75 0.00 Bid Card#164 -- - -- - - - - ---- - --- - ----- ---- ------------ - -- � ------ --- -- )0 21RONS 1.00 5.00 5.00 -1.75 0.00 Bid Card#152 -- ---------- - ----- --- --- --- ---- - ------- --- - ---- --- -- -- - -- 11 EARLY BOTANlCALPRINT 1.00 25.00 25.00 -8.75 0.00 Bid Card#135 - - - ---- -- ----- - ---- ----- -- - - - -- - - ----------- - - - --------- 02 WOODEN PLANE SIGNED BY J PIERCE 1.00 15.00 15.00 -5.25 0.00 Bid Card#211 - - --- - ----- - ----------�--- --- ---- --------- -- ------ - -- 03 37 PCS OF HAVILAND LIMOGE 1.00 70.00 70.00 -24.50 0.00 Sid Card#201 - ------------ -------- - --- ---- - -- - -- ------ ------- - - - -- 05 32 PCS WINDERMERE BY ROYAL DAtJLTON 1.00 70.DO 70.00 -24.SO 0.00 Bid Card#201 - -- - - - -- - --- ---------- - -- - - --- --- - - -- -- - ---------------- �O7 11 PCS OF STEMWARE 1.00 0.00 0.00 0.00 0.00 Bid Card#100 -- - - - ---- - -- - - -- - --------- - - --- ----- - - ---------_---- -- ----- i08 GR4VY BOAT WITH UNDERPLATE 1.00 50.00 50.00 17.50 0.00 Bid Card# 112 - -- - ------ - - - ----- ------ ------ - ------ -- ---- -- - ---- - -- - --- --- i10 COVERED BUTTER,GREEN PLATE,CUT 1.00 20.00 20.00 -7.00 O.DO GLASS BOWL Bid Card#156 - ---- -- - -- --- -- --- -- - --------- - - --- - - - ----- - --- - ---- i11 WATER COLOR OFFOREST 1.00 15.00 15.00 -5.25 0.00 Bid Card# 198 --- - -- --- --- - ----- - -- -- --- - - -- - -_-- --------- i12 4 PCS OF GLASSWARE, INCLUDING PITCHER 1.00 5.00 5.00 1.75 0.00 Bid Card# 188 -- ----- -- --- -- -- --- -- --- -- -- -- ----- -- -- � --_-- - ----- - - i14 6 PCS LIMOGE DRESSER SET, SOME WITH 1.00 5.00 5.00 1.75 0.00 DAMAGE Bid Card# 162 -- � - - -- -- --- --- --- ----- --- - ---- - - --- - - - --- - -_---- - - - -- i15 2 DECOYS ONE WITH BEAK DAMAGE 1.00 15.00 15.00 5.25 0.00 Bid Card# 176 - -- - ----- -- - -- - ----- - -- -- - - ----- - ------- --- ---- - i17 TL BOXES INCL NUT TRAY 1.00 5.00 5.00 -1.75 0.00 Bid Card# 186 - ---- ---- ---- --- --- -- - - - - - ------ --- --- ---- - ---- ----- - --- i19 WOODEN PUPPET MARIONET WITH BOX 1,00 5.00 5.00 -1.75 0.00 Bid Card# i 76 _ - -- - - - - ------- - ---- -- - -- - -- --_----- ---- i20 CHOICE CANES 1.00 5.00 5.00 1.75 0.00 Bid Card#158 �onsignor�eniement Cordier Auctions & Appraisals �p #: 36a5 �500 Paxton Street Harrisburg, PA �7104 Date: ��14�2�12 Phone: 717-731-8662 Fax; 717-731-9830 Page: 4 Description �uantity Unit Price ExtPrice CommlBuyBack Expenses 18 PCS OF BLUE WILLOW 1.00 5.00 5.00 -1.75 0.00 Bid Card#168 --- ------ - ----- ------- - -- - --- - -- - -- -- -- ----- - - - -- - DISH WITH 2 PAPERWEIGHTS 1.00 20.00 20.00 7.00 0.00 8id Card#156 - -- - -- -� --- - - -- - - --- -- -- - - ---- ____---- ----- _ _ -- - -- --- CRAZY QUILT FRAMED 1.00 30.00 30.00 10.50 0.00 Bid Card# 172 -- -- - -- ----- -- - ------- ----------- --- -- -,-- ------ - -- - ----- - 3 PCS COIN GLASS ONE WITH CRACK 1.00 15.00 15.00 5.2 S 0.00 Bid Card#145 ------ - - -- -- --- - - --- - ----- - - - -� - -- -------------- _ � SYf2ACUSE CHINA OLD IVORY 1.00 10.00 10.00 3.50 0.00 Bld Card# 186 - - - --- - --- ------ ---- -- - - ----- ------- - --- ---- - - - � -- -- - -- S 9 PCS OF PEWTER 1.00 15.00 15.00 -5.25 0.00 Bid Card#177 ---- ------------ ------------ - - -- --- -- ----- -- -- ----- -- 3 PRINTING BLOCK 1.00 25.00 25.00 -8.75 0.00 Bid Card# 162 ---- - ------------ ------ -- - --- - -- -- -- - - - - -- - --- - ---- -- I 9 GLASS PLATES IN BLUE AND OTHERS 1.00 5.00 S.00 -1.75 0.00 Bid Card#188 _ - - ------- - - ---------- - --- ------ -- - - - -- --- --_ -- - ------ 2 5CANES 1.00 25.00 25.00 8.75 0.00 Bid Card#185 - - -- - - ---- -- -- - -- - ------ -- --- - ---- - - -- - --- - --- - - ----- 4 7 PCS ASSORTED CHINA AND STONEWARE 1.00 0.00 0.00 0.00 0.00 Bid Card#100 - - -- - - - ---- - - ------- - --------- -- --- ------ - -_--- ---- - - - 5 4 PLATES INCL TRANSFERWARE 1.00 5.00 5.00 1.75 0.00 Bid Card#1 BS ---- ---- - ..._- - -- - - 16 BOTANICAL PRINT 1.00 20.00 20.00 -7.00 0.00 Bid Card#186 - -------- '------- - --------_- -- -- - -- - - -- ---- - -- -------- - -- - !7 HAND THROWN STONEWARE VASE 1.00 5.00 5.00 1.75 0.00 Bid Card#172 ----- ---- -- ----------------- - - - --- ----- --- ----- - --- 38 2 BOTANICAL PRINTS ONE LARGE ONE 1.00 15.00 i5.00 -5.25 0.00 SMALL Bid Card#210 - - ---- -- - - -- --- ------ - ---- -- --- - - - -- ---- - - -- 39 9 PCS TL LENOX SWANS AND LOOPS 1.00 35.00 35.00 12.2 S 0.00 Bid Card#119 -- ------ --- - - ---- - - ------- - -- - - --- -- ---- -. . ------ --- -- 40 CRAZY�UILTIN FRAME 1.00 25.00 25.00 8.75 0.00 Bid Card# 167 -- - ---- - --- --- - --- -- -- --- - --- ----- - - - -- -- -- --------- �41 9 PCS GLASS INCLD 4 FOSTORIA 1.00 5.00 5.00 -1.75 0.00 Bid Card# 198 -- -- --- - -- - - - - - -- - ---- -- -- - - ------ - ------ - - - - ---- i43 WILCOX SILVERPLATE CREAM AND SUGAR 1.00 5.00 5.00 -1.75 0.00 Bid Card#196 --- -- - ------- - -- _- --- - ---- ------- - - - --- -- - - -- ------ --- --- i66 PRIMITIVE FRAME WITH DAMAGE 1.00 0.00 0.00 0.00 0.00 Bid Card#100 - - -- ---- -- - -- - - -- ---- -- ---� --- ------- - - - ------ i78 CRAZY QUILTIN FRAME 1.00 15.00 15.00 -5.25 0.00 Bid Card#167 ---- - - -- - - ---- --- - -- - - - -- - -- - --- -- - ---- - - -- - -- -- -- - i86 WATER COLOR OF SPRING FALL BY KEDSEI 1.00 10.00 10.00 -3.50 0.00 8id Card#167 uonsignor seniemem Cordier Auctions & Appraisals CO#: 3645 1500 Paxton Street Harrisburg, PA 17104 Date: 1/14/2012 Phone: 717-731-8662 Fax: 717-731-9830 Page: 5 # Description �uantity Unif Price Exi.Price Comm/BuyBack Expenses 2 WHITE SHADDOWS QRIG ETCHING BY LUIGI 1.00 90.00 90.00 -31.SO 0.00 ISSIONI Bid Card# 198 -- ----- -- -- - - -- --- -- -- ---- - ------------ - -- ---- - ------- -- - 5 BEAUTIfULEAR7H SI�NED 1.00 35.00 35.00 -12.25 0.00 Bid Card#166 Total Quantity: 81.00 Total Invoice Sale Price: 1,800.00 Total Commission: ( 610.00) Total Due to Consignor: 1, 190.00 Total Payments: 0.00 Balance: $1, 190.00 Positive Balance, Monies Owed to Consignor COMMISSION SETTINGS Calculate Commission By: Each Commission Structure Type: Sliding Scale Up to $100 35% $100.01 - $1,000 25% si,000.oi - $io,000 zo� over $10,000 15% consignor�ememem Cordier Auctions & Appraisals CO #: 3686 1500 Paxton Street Harrisburg, PA 17104 Date: 1/22l2012 Phone: 717-731-8662 Fax: 717-731-9830 Page; 1 Consiqnor: 2077 Estate of Alice H. Wooster c/o Salzmann Hughes, P.C. 354 Alexander Spring Road Carlisle, PA 17015 Phone:347.847.3152 tion: Variety Auction 1/22/12 it Descripiion �uantity Unit Price ExtPrice CommlBuyBack Expenses BLTEXTILES 1.00 5.00 5.00 -1.75 0.00 Bid Card#167 -- -- - --- -- - --�----- ------- ------- - ------ ---------------- BLSTEM, GLASSWARE,E7C-31PCS 1.00 5.00 5.00 -1.75 0.00 Bid Card# 129 Total Quantity: 2.00 Total invoice Sale Price: 10.00 Total Commission: ( 3.50) Total Due to Consignor: 6.50 Total Payments: 0.00 Balance: $6.50 Positive Balance, Monies Owed to Consignor COMMISSION SETTINGS Calculate Commission By: Each Commission Structure Type: Sliding Scale Up to $100 35% 5100.01 - $1,000 25% si,000.oi - sio,000 zo% Over $10,000 15% Cordier Auctions & Appraisals CO#: 3774 1500 Paxton Street Harrisburg, PA 17104 Date: 2/4/2012 Phone: 717-731-8662 Fax: 717-731-9830 Pa9e: 1 Consianor: 2077 Estate of Alice H.Wooster c/o Salzmann Hughes, P.C. 354 Alexander Spring Road Carlisle, PA 17015 Phone:347.847.3152 iction: Living Estate Auction 2/4/12 ot# Description Unit Price Ext.Price CommlBuyBack Expenses l30 VICTORIANTABLE 25.00 25.00 -8.75 0.00 Bid Card#225 133 INLAID TOP TABLE 70.00 70.00 -24.50 0.00 Bid Card#212 -- -- - ----- -------------------- --- _-- !38 INLAID TOP COFFEE TABLE 20.00 20.00 7.00 0.00 Bid Card#215 {42 SIDE CHAIR 10.00 10.00 -3.50 0.00 Bid Card#209 156 MAPLE FRONT CHEST OF DRAWERS 300.00 300.00 -75.00 0.00 Bid Card#202 - ----------------- t57 2 BOOKCASES 15.00 15.00 -5.25 0.00 Bid Card#228 " - ---------------------- -------- l89 ORIENTAL RUNNER 45.00 45.00 -15.75 0.00 Bid Card#233 -------- ---- - ------- ---------- -- -- ---_--- - l96 BOWFRONTCHINACABINET 425.00 425.00 106.25 0.00 Bid Card#109 ---------- ----- ----- ------------ --------------- -- 1021 INDIAN SCREEN 150.00 150.00 -37.50 0.00 Bid Card#204 --- ---- ----- --- ------------- --- - ----- ---------- 1056 PRINTER'STRAY 5.00 5.00 -1.75 0.00 Bid Card#203 --- -------- Total Quantity: 10.00 Total Invoice Sale Price: 1,065.00 Totai Commission: ( 285.25) Totai Due to Consignor: 779.75 Total Payments: 0.00 Balance: $779.75 Positive Balance, Monies Owed to Consignor COMMISSION SETTINGS Calculate Commission By: Each Commission Structure Type: Sliding Scale up to $100 35% $100.01 - $1,000 25% 51,000.01 - 510,000 20% over $10,000 15% Cordier Auctions & Appraisals CO#: 3774 1500 Paxton Street Harrisburg, PA 17104 Date: 2/4/2012 Phone: 717-731-8662 Fax: 717-731-9830 Page: 2 JONES & MARTIN AUCTIONS, LLC Darryl Jones, l�teil Martin Newville, PA Shippensburg, PA SETTLEMENT STATEMENT , + SALE NAME:� �i < :c } � • t�.\�C :�� `�� -t� �4�'E o� sALE: �1� �l-c f, �""1 , -^� ��- ADVERTISING EXPENSES: Lancaster Farming The Guide News Chronicle Valley Times � Franklin Shopper ' Sentinei Merchandiser Other Other Sale Flyer Copies Tutal Advertising Cost: Total of Bidder 1Vumbers Total of Sale �(}, �,� - Jewelry in Safe Deposit Box Advertising Cost Auctioneer's % Lf�'�� -- �=;, � a'� Tent Rental Portable Toilet Rental Mise. Charge Misc. Charge Net Sale {after expenses} ;�.'�. L'�� Thank you t'or the opportunity to work with you and your family MetLife and Affiliates � " '�� TCA Administration PO Box 6511 Utica, NY 13504-6511 I-800-638-7283 November 17, 2011 Salzmann Hughes PC c/o Karen Riccardo 354 Alexander Spring Road Suite t Carlisle, PA 17015 Ke: 4049761484 Metropolitan Life Insurance Company Dear Ms. Riccardo: This Total Control Account was established July 11, 2005 in the sole name of Alice H. Wooster. The date of death balance is $32,562.81 which includes interest. This is the only account located a[MetLife. Enclosed is a claimant's statement for the Met Life Total Control AccountOO of the late Alice H. Wooster. A search of our records for this account shows that a specific beneficiary or trust rvas not desipxated for this account.The proceeds of this account will be payable to the estate. In order to pay the estate,we require all of the following documents. • A COMPLETED CLAIMANT'S ST,9TEMENT. • T,9X 1DENTIFICATION NUMBER * USE SS-4 FORM WHICH IS ENCLOSED. PLEASE FOLLOW DIRECTIONS ON BACK OF FORM ON"KOW TO APPLY" Please note that in Sec[ion D, ihe representative must submit the Tax Identification Number(TIN)for the estate. If no TIN exists,the representative should apply For one,and should indicate in Section D tha[it is being applied for. Section 6049 of the Intemal Revenue Code requires payers of contracmal interest totaling$10.00 or more during a calendar year to any payee to repoR such amounts to the IRS on a form 1099-INT. "Section 6109 of the Code and Section 301.6109-1 of the Income Tax Regulations require an estate[o furnish payers to file an information return with [he Taxpayer ldentification Nvmber(TII�of!he es[ate." In Re. Rul. 84-73, 1984-1 CB 240, Ihe QRS) sta[ed tha[ �ayers of interest must report such amounts to the IRS on form 1099-INT using the TIN of the person to whom the account is payable. The revenue ruling further provides tl�at the decedent's social security number is used onlv [o repoR interest payable un[i] Ihe date of death. From the date of death, interest is either reported using the estate's TIN or the TIN ef[he surviving owner, if any. The social secudty number of Ihe executor may not be used uniess the execuWr is [he named beneficiary of[he account [See also Rev. Rul. 64-99, 1964-1 (par[ 1) CB 482.] Failure by a payee to provide a proper TIN to [he paycr of intetes[ may subject the payee to[RS penalties. FuRhermore,section 3406 of the Code requires[hat a payee oF interest reportable under section 6049 of the Code must provide a TIN, certified under penal[ies of perjury,[o Ihe payer on an IRS Fomi W-9 or acceptable subs[itute. Where the accoun[already exists,failure to provide such certified TIN will require the payer to withhold 28% federal income tax from the interest payable until a certiYied TIN is provided. If you have questions,please call our Customer Service Representatives [oll-free a[ 1-800-638-7283. They are available Monday through Friday, 8:00 a.m. to 6:00 p.m.,Eastem Time. Sincerely, TCA Administrative Services Note: Metropolitan Life[nsurance Company provides administrative services for Total Control Accounts issued by its aftiliates. tca.0052.rev.01 ,,i�/% - �T�+T Vanessa Bartolo SunTrustBank S�,�V�71 Assislanf Vice President 1041501d Georgetown Rd Bethesda.MD 20814 Tel 301.493.7703 � ' Fax 301.493.8633 vanessa.bartolo@su ntrust.com . January 9, 2012 Salzmann Hughes, P.C. Attorney at Law Attn: James D. Hughes, Esq. 354 Alexander Spring Road, Suite 1 Carlisle, PA 17015 Re: Estate of Alice H. Wooster Account No. 809180383 Dear Mr. Hughes: This is to confirm the receipt of your letter requesting information for the above referred Estate for Alice H. Wooster. These are the answers to your questions: 1 . The exact title of the account and the date on which the account was established is Alice H. Wooster POA, established 05/01/1991. 2. There was a change in ownership of the account within one year to the date of death, from a joint account Harold Wooster OR Alice H Wooster to Alice H Wooster POA. Ann S Wooster is the named POA and this was updated on 07/09/2011. 3. There were no closed accounts within one year prior the date of death. 4. The date of death balance was $2,443.08. If you have any questions or concerns piease feel free to contact me at 301-493-7703. Sincerely, ��-- Vanessa Bartolo Branch Manager , Assistant Vice President Wildwood Manor Office r.•��; TIAA �� CREF ;; � FlNANCIAL SERVICES Novembcr 75, 2011 P59T.1911iInJ 'ullllulllln�u�IIlI1I11I11�� Estate of Alice H Wooster GO Karen Riccardo Salzmaun Hughes, PC 3�4 Alexander Spring Road, Suite 1 Carlisle PA 17015 Re: Valuation of Annuity Contract(s)/Certificate(s) at Decedent's Date of Death Dcar Karcn Riccardo, — 1'ou have rcquested the valuc of thc am�uiry contract(s)/ccrtificatc(s), held by TIAA-CREF, on the date of � death of Alice H Woostec This statement has been prepared for you based on [he following information: — Name of Decedent: Alice H Wooster — Deccdent's Date of Birth: 1?/27/1930 � Dcccdent's Date of Death: 07/25/20l 1 =- VALUE OF ANNUITY CONTRACT(S)/CLRTIFICATE(S) AT = DECEDENT'S D.4TE OF DEATH = Beneficiary is Decedent's Estate = ContracUCcrtificate Datc of Death : = �� Number��'� � Value of tl�e` _ � CoutracuCertificate � A27509�6 52,143.93 P I R36753 S-1.90R.>5 Tata: D:::: o:'De�th $'7,052.48 Value Investment in $� �0 I Contract Total Value TL1A-CRLF Individual& ]nstitutiunal Scrciccs,LLC Mcmbcr FINRA. SIPC. BENLBUND-VD � llradnnurterc: 730 Third nvcnue Nrw York 10017-3?06 Tel: ?I?1190A000 p M�B� 499 Mitchell Road,Millsborq DE 19966 Adjustment Services Phone 888-502-4349 F as (302)934-2955 � . November I,20l I Salzman Hughes PC 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 Re: Estate of Alice H Wooster Social Security• 426-64-1053 Date of Death: July 25, 2011 Dear Sir or Madam: Per your inquiry on October 24, 2011, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: I. Ti�pe ofAccount Savings Accoimt Acmwit Number 15004198283324 Ownership(Nanees o� A/ice H Wooster . Ann Sargen7 Wooster Opening Dare 03/OS/01 Balance on Date of Deadi $7,161.93 Acerued lnterest $ �2� --__----------°------------_...--- ----------- Tom( $7.162.13 2. T�pe of,^.cccun.t Clteaking Accnwit AccountNumber 3740129295 OH�riership(Names o� Alire H Woasrer An�t Sargent Wooster Opening Date 06/02N78 Bnlnnce on Date nf Dearli $43,303.33 Accn�red/ruerest � $ .00 ..._._.. ........... _ _ _. _._ ._..._---_. Tot�l $43,303.33 For any additional information on the above accounfs,including ownership and any changes,ciosures and/or reimbursement of(unds, please call the Womelsdorf�m at t7610.378-3798.� We were unable to bcate any safe deposit box far the above-mentianed decedenL This letter does not include any aarounts in whicL the dttxssed may have been lisled as Power of Attomey,Custodian oi Uniform Trandeis, Representative Payee,orTrustee under a Writtm Agreemmt Sincerely, ��- ;t ..,i l(C.� '� y;.�J 7��,>� ,,�I. ri � Tammy Spencer Adjustment Services 2005 Buick Rendezvous CX Sport Utility 4ll 'l rade ln vaiues, icevicwa - ��«y �=u� L��.. . -�- - - - r-n��a ca�,iu�s o,reatu,es . hCrr:e � car�nWes � ca�,for sa(e � car reviews � kbb�op picks � research tools � Popuiar ae KBB.eom � ' to Ca�ics[Gr;uneer � ,ie,eno � .,nv rns� nmxmz�n�,r Vear �j P1ak2 � �4odel i'� 90 . 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Please call 170 SECOND AVE lOC 1-B00-786-8787 NEW YORK NY 10003 ON NOVEMBER 10, 2011 SUNTRUST FREE CHECKING PRODUCT WILL flE DISCONTINUED AND FREE CHECKING ACCOUNTS WILL BECOME EVERYDAY CHECKING ACCOUNTS. TO LEARN MORE VISIT Sl1NTRUST.COM/BANKYOURWAY TO EXPLORE YOUR BANKING OPTIONS, STOP BY ANY BRANCH OR CALL 877-892-9749 FOR HELP FINDING THE RIGHT SOLUTION. Account Account Type Account Number Statement Period Summary INTEREST CHECKING 0000809180383 07/14/2011 - 08/11/2011 DescriQtion Amount Description Amount Beginning Balance $27,556.86 Average Balance $9,747.55 Deposits/Credits $683.08 Average Collected 8alance $9,747.55 Checks $25,0OO.OD Number of Days in Stalement Period 29 Withdrawals/Debits $113.80 Annual Percentage Yield Earned 01% Ending Balance $3,126.14 Interest Paid Year to Date $1.57 Year to Date IRS Interest Withheld $.43 Deposits/ Date Amount Description Credits OS/03 683.00 ELECTRON/C/ACHCRED/T US TREASURY 303 XXSOC SEC ""'3564D SSA 08/71 f,�t�� 08 INTEREST PAID THIS STATEMENT THFtU 08/11 Deposits/Credits:2 Total Ilems Deposited:0 Checks Check Amount Date Check Amount Date Check Amount Date Number Paid Number Paid Number Paid 80 10,000.00 07l1 B 81 5,000;00 07/25 82 10,000.00 07/25 /.'� Checks:3 � � Withdrewals/ Date Amount Description Debits Paid 07/20 113.78 ELEC7RON/C/ACH DEB/T GEICO PREM COLL 1A9X89NUIM70E E 08/11 .02 INTEREST WITHHOLDING W ithdrawals/Debits: 2 Balance Date Balance Collected Date Balance Collected Activity Balance Balance History 07/14 27,556.86 27,556.86 07l25 2,443.08 2,443.06 07/18 17,556.86 17,556.86 OS/03 3,126.08 3,126.08 07/20 17,443.08 17,443.08 OS/11 3,126.14 _ 3,126.14 1 r� + J��G � 87482 Member FDIC � . ,, _ 3ge � � � ACCOUHT TYPE � ' - � STATEMENT PERIOD � � �� PAGE � � OUNT N0. . . --� �� . - � 3740129295 M8T SELECT NITH INTEREST MAY.26-JUN.24,2017 1 OF 4 00 0 D4345M NM I17 51 �- ALICF. H WDOSTER - 170 SECONU AVE APT lOC NEW YORK NY 10003 INTEREST EARNED FOR STATEMENi PERZOD 0.03 STONEHEDGE INTEREST PAID YEAR TO UATE 0.56 NZTHHOLOING YEAR TO DATE 0.13 ACCOUNT SUMMARY � BECINNING � DEPOSZTS 6 � - . - . � � � OTHER ,� . �� -� CURRENT - - ENDING � : BALANCE -OTHER ADDITIONS �' � � CMECKS PAID�- � � � SUBTRACTIONS� � � SNTEREST PD � � BALANCE � N0. AMOUNT N0. AMOUNT N0. AMOUNT 12,039.65 16 9,36fi.78 8 17,719.62 11 805.64 D.03 2,881.20 ACCOUNT ACTIVITY POSTZNG - � � . �EPOSITS�INTE EST �� LMECKS 6 OTHER � DAILY � DATE � TRANSACTION DESCRZPTION � � � 8 OTHER ADDITIONS �� SUBTRACTIONS BALANCE � OS-26-11 BEGINNING BALANCE 512,039.65 05-27-I1 DEPOSIT 390.04 12�429.69 05-31-11 CMECK NUMBER 2019 3�050.04 05-31-11 CHECK NUMBER 2020 66:00 9�313.65 06-01-11 US TREASURY 312 X%CIV SERV 2�571.22 11�884.87 05-03-11 CHECK NUMBER 2010 211.54 11,673.33 06-06-11 OVERDRAFT TRANSFER FROM CREDIT CARD 376.fi7 06-06-11 CHECK NUMBER 2111 12�050.00 . 0.00 06-OB-11 OVERDRAFT TRANSFER FROM CREDIT CARD 1,026.04 06-OB-11 CHECK NUMBER 2051 1,026.U4 0.00 06-13-11 OVERDRAFT TRANSFER FROM CREDST CARD 45.99 06-13-11 CenturyLink Telecom 45.99 0.00 OE-?5-1'_ Ovconoe.cr ro.uccEw cpnw rocnrT ff9p 356.53 06-16-11 MET-ED BILL PYMT 000000000002021 356.53 0.00 06-17-11 ATM 00 XFR 06/16 FR M4170936340544445 70.33 06-17-11 ATM OD XFR 06/17 fR p4170936340544445 36.56 06-17-11 ATM OD XFR 06/17 fR K4170936340544445 20.44 Ofi-17-11�OVERURAFT TRANSFER FROM CREDIT CARD 996.00 06-17-11 CHECK NUMBER 2052 996.00 127.33 06-20-11 OVERDRAFT TRANSFER FROM CRED2T CARO 1B5.23 06-20-11 PURCHASE kITN CRSH BACK ON D6/18 76.13 NELL'S - NALNU CARLISLE PA 06-20•11 TARCET OOD14647PHILLIPSBURG ��'3i 06-20-11 PURCHRSE ON 06/1� 52.16 NAL-MART SUPER CARLISLE PA 06-20-I1 PURCHASE ON 06/19 43.44 NAL-MART K2574 LARLISLE PA LDOBA(6/0]) . , .� r:,,,e.^:i..��^.�' ..t '�:s-�'',` �,.{. SALZMANN HUGHES, P.C. ��-�*'�- � 354 ALEXANDER SPRING ROAD,SUITE] CA2LISLE,PA 1701i (717)249-6333; FAX(717)249-7334 REPRESENTATION AGREEMENT The firm of SALZMANN HUGHES P.C. agrees to represent Ann-Sargent Wooster, regarding the Administration of the Estate of Alice H. Wooster based upon the following fee arrangements: Fees will depend primarily upon the time, effort and work product expended on your behalf and consideration of the issues and difficulties involved. We maintain time records which you may periodically review upon request. You may also request an itemized bill at any time. It is to be understood that during the course of the representation, our time will be kept at the prevailing rate of the individual performing the work. The Uilling rate is as shown on the Fee Schedule below. Time is billed hourly in initial increments of fifteen minutes and each six minutes thereafter. All time expended on your behalf will be recorded. This may include telephone conversations, correspondence, drafting of documents, negotiations, legal research, court time, meetings and appearances, travel, or any other work perforined on your behalf. The minimum fee for these services will be $1,500.00. The above a pointment and agreement is hereby approved and accepted this �day of GC�—� 2011. SALZ� UG S, P.C. �� BY' � An Sargent �oster, Executr x Jame ughes, Esquire HOURLY FEE SCHEDULE $375.00 Partner rate ...................................................... $300.00 .................. Senior Associate Attorney rate .................................................... $2Z5.00 Associate Attorney rate ................................................................ $150.00 Law Clerk/Paralegal rate ......................................................•••••'" James D. Hughes, Esquire Attorney in Charge ....................................................................... Invoiced amounts due within fifteen (15) days of date of invoice; a service charge of one and one-half percent (1'/z%) per month will be added if payment not received within thirty (30) days from the date of invoice. Failure to timely remit payments will be grounds to suspend or cease legal representaHon. Rates may change arutually at the discretion of the firm. ��l.V� � ��s, ��, Attorneys at Law 354 Alexander Spring Road, Suite 1 6/13l2013 25695 Carlisle, PA 17015 Estate of Aiice H. Wooster Ann Sargent Wooster, Exec. c/o Salzmann Hughes, PC 354 Alexander Spring Rd. Suite 1 Carlisle, PA 17015 Hrs/Rate Amount 9l28/2011 JDH Meeting w/client/Confer w/TS/ Estate matters 2.00 750.00 375.00/hr 9/29/2011 TSS Discuss Estate Administration with JDH/rf re same 0.75 112.50 150.00/hr 9/30/2011 TSS PC &Corc/Cumberland Crossings re cottage/respond to emails/open estate 2.00 300.00 file/apply for ElN/unclaimed issues PA and MD 150.00/hr 10/3/2011 TSS Email to JDH re appraisal of hhg's/probate infolconfer with JDH 0.50 75.00 150.00/hr 10/10/2011 TSS Meeting with Ann Wooster/PCS w! Cordier Antique re HHG's appraisal/draft 0.70 105.00 corresp. re same 150.00/hr 10/12l2011 TSS Rev of file/boxeslconfer with JDH re uncashed checks and other docslrf re 2.30 345.00 same 150.00/hr 10/13/2011 JOH Confer w/TS/Probate issues/RF re: same 1.10 412.50 375.00/hr TSS PCs with Ellen at Cordier's re HHG/email update to Ann/pcs re samelconfer 4.50 675.00 with JDH info on calllprepare authorizations/work on bank account 150.00/hr information/securities/rf re estate matters 10l14/2011 JDH PC w/ R. Fleming/Meeting w/TS/Review probate matters/petition/RF re: 2.35 88125 same 375.00/hr TSS Prepare probate docsldiscuss estate issues with JDH/go over probate with 1.60 240.00 JDHlrf re same 150.00/hr 10/17/2011 TSS RF re income tax issues/draft memo for the meeting with JDH, TSS& Ann - 2.80 420.00 go over estate administration issues/deposit checks/confer with PRB re 150.00/hr research matter/sort mail and other items/organize possible stock, annuities, bank documents/rf re same 10l18/2011 JDH Rev of corr! Meeting w/TS/Probate!Tax issue/Residuary Agr/RF re: 2.70 1,012.50 same 375.00/hr Estate of Alice H. Wooster Page 2 Hrs/Rate Amount 10/20/2011 JDH Confer w/TS/ LS! Research issues!O. Hazan/Conference with client 2.40 900.00 concerning/Probate matters/Tax issues/RF re: same 375.00/hr LS CONFR with JDH re: estate research issue 0.50 112.50 225.00lhr TSS Meeting at cottage with Cordier Antiques appraiser IHHG's in kind and make 3.50 525.00 list/photos of other HHG'S for auctionlprepare checkslupdate check 150.00/hr registedaccounting/emaii JDH re pre pay PA Inheritance Tax/meeting with JDH and LS re cottage contents/pcs with Annlresearch re same 10/21/2011 JDH Rev of corr I Meeting w/TS/ LS I Personal property issue I Probate I tax 1.85 693.75 issues I RF re: same 375.00lhr LS RES re: specific bequest of contents of residence 0.90 202.50 225.00/hr TSS Prepare PA Inheritance Tax prepay check/email Cordier Antiques/confer JDH 2.00 300.00 &Ann re household good appraisal/sale/discuss email with JDH/work on 150.00/hr estate matter/unclaimed property formslorganize estate file 10l24/2011 KAR T/C to SunTrust re contact info.; prepare d.o.d. bank balance itrs. to M&T 1.00 150.00 Bank and SunTrust; prepare DPW lien Itr.; prepare Estate Notice to advertise 150.00/hr in Sentinel and CLJ; T1C to School of Pharmacy at Univ. of MS and The Nature Conservancy to obtain contact info.; prepare draft Rule 5.6 Itrs. to four beneficiaries wl W-9 forms. JDH Rev of inemo/Draft corr/Confer w/ LS/TS/ Estate matters/Unit/C.C. / 1.40 525.00 personal property 375.00lhr LS Additional research re: estate issue/DRAFT Memo to JDH re: same 1.30 292.50 225.00/hr 10/25/2011 TSS Draft corresp to Ann's emaii of 10/21/11 025 37.50 150.00lh r 10/26/2011 JMN Email from TS/Email to/from D. Cordier/Confer w/JDH /RF 0.50 75.00 150.00/hr JDH confer w/TS 1 Rev of research issues/ Estate matters/Confer wl JMN/RF 1.40 525.00 re: same 375.00lhr 10l27/2011 JDH Confer w/JMN/Rev of corr/Auction/Estate matters/RF re: same 1.00 375.00 375.00/hr 10/2812011 JMN Email from D. Cordier/Confer w/JDH/ RF 0.40 60.00 150.00lhr 11/1/2011 TSS Phone call to Ann discuss HHG's pickup and clearing of cottage/pcs to 2.40 360.00 Cordier discuss time of HHG's pickup/confer with JDH HHG's and cottage 150.00/hr clearing and tangible personal property issuelfilinglupdate unclaimed property informationhvork on stock certificate values found in home/update estate information Estate of Alice H. Wooster Page 3 Hrs/Rate Amount 11/1/2011 JDH Rev of corr/Meeting w/TS/Cottage/Personai property! Estate matters/ 1.20 450.00 RF re: same 375.00/hr 1112l2011 KAR Prepare Itr. to MetLife re d.o.d. balance for Total Control account. 0.30 45.00 150.00lhr JDH Meeting w/TS/ Estate issues/LS/ Research matters/ RF re: same 1.00 375.00 375.00/hr TSS Work on stock, security, bank accounts, life insurance files, security values, 5.50 825.00 gather info re estate, memo to file 150.00lhr LS RES re: estate issue/RES re: definition of personal property/RF re: ALR re: 0.70 157.50 same 225.00/hr 1113/2011 KAR Ltr. to Ameriprise re Harold A. Wooster annuity; Itr. to Georgeson 0.50 75.00 Shareholder Securities re d.o.d. balance. 150.00/hr TSS Review of boxes dropped off with account, security, insurance, medical, 6.00 900.00 billings and tax information/work on estate issues/conferwith JDH re same 150.00/hr LS Additional research re: inclusion of stocks and bonds in personal property 0.50 112.50 specific bequest 225.00/hr 11/4/2011 KAR T/C to Mass Mutuai re 2 policies of Harold A. Wooster to check on status; Uc 1.00 150.00 to AXA Equitable re status of policy; Uc to TIAA CREF to notify of death, 150.00/hr received info. to obtain d.o.d. balance; prepare Itr. and fax to TIAA CREF requesting d.o.d. balance. TSS Work on estate matters, filing, pcs to Ann/review of HHG's pick up and 1.40 210.00 clearing cottage/site visit 150.00/hr 11/7/2011 KAR Ltr. via fax to Senior Health Insurance Company re cancel policy and request 1.20 180.00 d.o.d. balance; Uc to New York Life Ins. re contact info.; prepare itr. and fax 150.00/hr request to same re d.o.d balance; Uc to Transamerica Life Ins. Co. re contact info.; prepare and fax Itr. requesting d.o.d. balance; Itr. to US Offce of Personnel Management, Retirement Operations Center re annuity. 11/8/2011 KAR T/C from Deborah Robinson, MassMutual, re information on two accounts, 0.30 45.00 rep. to send email of instruction. 150.00lhr 11/14/2011 JDH Confer w/LS/Research issues/TS/Estate matters/notices 1 RF re: same 0.80 300.00 375.00/hr TSS Received and responded to emaii from Robert Flemming re canceling utilities, 0.70 105.00 stock cert's, uncashed checks/phone call to MetEd adn UGI re electric and 150.00/hr gas services 11/15/2011 LS Research re beneficiaries 0.50 112.50 225.00/hr 11/16/2011 JDH Meeting w/LS /TS/ Research issues/DEF Code/C.C. Unit/Residency 1.90 712.50 Agr I Cordier/ RF re: same 375.00/hr Estate of Alice H. Wooster Page 4 Hrs/Rate Amount 11/16/2011 LS CONFR with JDH and Tammy re: residuary issues 0.50 112.50 225.00/hr LS RES re: Pyle issue-charities 0.60 135.00 225.00/hr TSS Process mail/organize for meeting with JDH/draft safe deposit box 1.30 195.00 formslmeeting with JDH and LS discuss personal property 150.00/hr 11/17/2011 LS CONFR with Tammy re: Pyle issue with Wooster will 0.50 112.50 225.00lhr TSS Prepare list of stock certificates found at home 0.70 105.00 150.00/hr 11/21/2011 JDH Meeting w/TS!LS I Estate tax matters/unfiled tax returns/research re: 1.10 412.50 same 375.00/hr TSS RF re email from Ann/process maii and package from Ann/uncashed 2.30 345.00 checks/copies of tax returns and a life insurance policy/phone call to TIAA 150.00/hr CREF for additional info on Annuity/email and respond to O. Hazan at Cumberland Crossings/rf re same 11/22/2011 JDH Meeting w/TS/Tax issues/ Fed/State/Revisions to corr/M. Wooster/ 125 468.75 Estate matters/RF re: same 375.00/hr LS RES re: Pyle case/RF re: Wooster wilUCorrespondence to JDH re: same 0.80 180.00 225.00/hr 11/28l2011 JDH Confer w/TS/ Rev of research issues/Estate/Spec Bequests/RF re: 0.90 337.50 same/Conservance 375.00/hr 11/29/2011 KAR Research oid IDS Life Ins. policy, Uc to Ameriprise re same. 0.30 45.00 150.00/hr '12/19/2011 TSS RF re corresp./estate 0.50 75.00 150.00/hr 12/20/2011 TSS Email to Ann re Sr Health Ins Co ref check and Met Ed billing, copy and mail 1.30 195.00 unclaimed property, review pending file/conferwith JDH 150.00/hr JDH Review of Estate matterslTSlrt re same 0.60 225.00 375.00/hr 12/21/2011 TSS Receive and process corresp. re estate/respond to email/update current file, 1.50 225.00 match up medicare and supple insurance benefit forms/rf re same 150.00/hr 12/22/2011 TSS Work on security information, email to Ann re securities/bank accountslrf re 1.70 255.00 same 150.00/hr JDH Review of corresp./confer with TSlestate matters/rf re same 0.85 318.75 375.00/hr Estate of Alice H. Wooster Page 5 HrslRate Amount 12/27/2011 TSS Draft corresp./A. SargenUprocess mail/write checks/filing re estate matter 0.80 120.00 150.00/hr 12l28l2011 TSS Prepare letter to brokers and security institutions to supply DOD transfer and 2.30 345.00 close out info/corresp. to Ann re same 150.00/hr 12l29/2011 TSS Continue to prepare letters to broker sand security institutions to supply DOD 2.50 375.00 transfer and close out info, discuss letters with JDH, copy letters and 150.00lhr attachments for file and prepare to mail letters certified return receipt KAR Process 7 certified mailings re securities. 0.50 . 75.00 150.00lhr JDH Review and revisions to corresp/stocks/estate issues/conf. with TS 0.85 318.75 375.00/hr 1/4/2012 TSS PCS with M 8 T Securities/confer with JDH re account info 025 37.50 150.00/hr 1/6/2012 TSS Prepare funeral reimb/rf re same 0.25 37.50 150.00lhr 1/11/2012 JDH Meeting wl TS I Tax issues I Safety dep box/Cumberland Crossings/ Estate 0.75 281.25 issues/ RF 375.00lhr TSS Meeting with JDH re IRS issue, life insurance, safe deposit box, bank account 0.50 75.00 150.00/hr 1/12/2012 TSS Draft corresp. re emaiis Ann re refund checks/hhg/pcs with Cordier re hhg's 2.30 345.00 sale/phone calt to PA Unclaimed property issues, make deposits/update 150.00/hr check register and accounting and PA Inh tax return/process mail/rt JDH Meeting with Tammylrf re estate matters 283.50 2/2/2012 TSS PCS to American Funds re closed accounUemail and respond to Ann re PA 0.70 105.00 Unclaimed property/gather income tax info for meeting on 2/3/12 with 150.00/hr JDH/Pat Rosendale 2/3/2012 TSS PCS to Computershare re response to our letter of 12/29/2011/phone call to 1.80 270.00 M 8 T Securities re response to our letter of 12/29/11/meeting with JDH and 150.00/hr Pa Rosendale re income tax returns not filed/draft of email to Ann re Mass Mutual Ins policy ciaim/letter to SunTrust Bank to redeem checking account 2/7l2012 JDH Meeting w/TS/Estate issues/ Perform lock box inventory/M&T Bank/ RF 1.20 450.00 re: same 375.00/hr TSS Process mail from Ann, Deposit checks/update accounting 0.50 75.00 150.00lhr 2/9/2012 JDH Confer w/TS/Email to A. Wooster/Personalty issues/Tax matters/ Rf re: 1.10 412.50 same 375.00/hr Estate of Alice H. Wooster Page 6 HrslRate Amount 2/9/2012 TSS Phone call to Am. Stock Transfer&Tr Co. re Eastman Chemical Infolemail 2.30 345.00 Ann re update on all estate matters/email JHD to review estate matters 150.00/hr 2l1012012 TSS Phone call from Ann re Cordier sale/scan and email sales slips to Ann/Fed Ex 1.00 150.00 to Ann letter with POA for tax documenUsafe deposit box inventory/SunTrust 150.00/hr redemption letter and Columbia Management redemption letter JDH Rev& revisions to corr!Bristol Myers/Confer w/TS I Estate issues/ RF 375.00/hr 375.00 2/14I2012 TSS Respond to email correspondence from Ann re household goods and claim 1.60 240.00 form info for life insurance/draft release for Ann/Martin cottage 150.00/hr proceeds/research file re 2006-2011 income tax matters 2/15/2012 TSS Respond to email correspondence from Ann re update on estate matters, 150.00/hr 390.00 work on 2006-2011 income tax info 2/16/2012 TSS RF re tax info searchlemail Ann re conf. call/phone call from Ann re questions 120 180.00 regarding Fed Ex mailing 150.00/hr 2/20/2012 JDH Confer wl TSL Specific bequest/Partial release/RF re: same 375.00Ihr 318.75 TSS Confer with JDHlprocess fed ex mailing from Annlmeeting with JDH re 150.00/hr 180.00 2006-2011 income tax infol Pat Rosendale, CPA 2l21/2012 JDH Meeting w/TS 1 Appraisal issues! personality/cordier!rev& revise email to 375.00/hr 375.00 A. Wooster/RF re: same TSS Write check/finalize cottage release/conferwith JDHlupdate accounting/prep 150.00/hr 2�0.00 for phone conf with Ann/rt re same 2/22/2012 TSS Prepare letters to close out securiry accounts/confer with JDH re same �50.00/hr 2�0.00 2/23/2012 TSS Phone call to MetLife re need acct history for total control accounUfinish prep 3.70 555.00 work for today's conf call with Ann/review memo/conf call with Ann re estate 150.00/hr update/prepare letters to mail releases/checks JDH Meeting with TS/estate matters/conf call with A. Wooster/draft memo to A. 375 00/hr 1,012.50 Woostedemail to Cordier Auction/rf re same 2l24/2012 JDH PC w!Cordier/Confer w/TS!Tax matter/P. Rosendale/ RF re: same 375.Olhr 412.50 3/2/2012 JDH PC w/ P. Rosendale I Taxes I Penalties/email to TS I RF re: same 375.00/hr 93.75 3/5/2012 JDH PC w!P. Rosendale I Tax issues/Basis!H.Wooster/ IRS issues/RF 375 OO/hr zZ5.00 3/7/2012 TSS Draft letter to IRS 025 37.50 150.00/hr Estate of Alice H. Wooster Page 7 HrslRate Amount 3I7I2012 TSS Confer with JDHlestate issues 0.25 37.50 150.00lhr 3/12/2012 JDH Rev of corr I TS/Estate matters I RF 0.50 187.50 375.00/hr 3/14/2012 JDH Draft corr to A. Wooster/Meeting wl TS I P. Rosendale/Delinquent taxes/ 225 843.75 RF re: same 375.00/hr TSS Meeting with JDH, Pat Rosendale CPA re tax returns 2006-2010/go over 0.80 120.00 letter to IRS with JDHJrevisions to corresp. 150.00/hr 3/15I2012 KAR Process 2 FedEx to Executrix re tax documentslconfer with JDH 150.00lhr 45.00 JDH Confer w/TS I Ltr to IRS I Payments I RF re: same 1.00 375.00 375.00lhr TSS PCS Suntrust Bank re close out bank accounUconf with JDH/prepare corresp 150.00lhr 180.00 to Ann 3/16/2012 KAR RF re tax return filings 0.50 75.00 150.00/hr JDH Confer w/TS/Estate matters/ Revision to corr/A. Wooster/ RF 375.00lhr 187.50 TSS Confer with JDH/revisions to corresplAnn 0.50 75.00 150.00lhr 3/22/2012 JDH Draft corr/A. Wooster I Confer wl TS/Estate/Stock issues/ RF 375.00lhr 243.75 3/23/2012 TSS Prepare security transfer documents/letter to Ann with signing instructions �50.00/hr 240.00 and Fed Ex mailings/email to Annlrf re estate matters 3/27/2012 TSS Draft corresp/Ann's emails/meet with Darryl Jones re jewelry in safe deposit 150.00/hr 150.00 box, 2011 inc taxes/update accounting/filing 3I29/2012 TSS Prepare ext of time to file PA Inh tax return and fax to PA Dept of Rev �50.00lhr 37.50 4l4l2012 TSS Prepare corresp./Ann Wooster 0.25 37.50 150.00lhr 4/512012 TSS Prepare stock transfer docs and letter for Eastman Chemical/phone call to 1.80 270.00 BYN Melion re dod shs for CSX Corp/respond to email from Ann 150.00/hr 4/6l2012 TSS Prepare docs and letters of instruction to transfer securities/emails to �50.00/hr 600.00 Ann/prepare Fed Exlconfer with JDH/rf re same 419/2012 TSS Draft corresplCSX/PSEG/confer with JDH 0.25 37.50 150.00/hr Estate of Alice H. Wooster Page 8 Hrs/Rate Amount 4/10/2012 JDH Meeting w/TS!Tax issues/Estate matters/RF 0.40 150.00 375.00/hr 4/11/2012 KAR Conferwith TSS re estate matters 0.30 45.00 150.00/hr TSS Process returned mail from Ann re transfer/liquidate a M &T Sec., T. Rowe 1.20 150.00 Price, Zimmer, Verizon, Eastman, Kodak securitieslprepare transfer 150.00lhr docs/letter for Bristol- Myers/write checklfiling 4/12/2012 TSS PCS Ann re Bristol-Myers stock and various stock transfers/rt re same 0.25 37.50 150.00Ihr 4/13/2012 JDH Meeting wl TS/JT Acct/Stock transfers I Rf re: same 0.65 243.75 375.00lhr 4/25/2012 TSS Confer with JDHI BNY for Estate transfer(CSX, Chevron, PSEG & Nisource) 1.00 150.00 rf re samelconf JDH re estate issues 150.00/hr JDH Ltrs to financial institution/meeting w/TS/Share transfer/liquidation/RF 120 450.00 375.00lhr 4/26/2012 TSS Process correspondence from Frontier Comm &Verizon/phone call to 2.30 345.00 Computershare/Frontier&Verizon/pcs with T. Rowe Price/div info and info 150.00/hr uncashed checks found in cottage/update accounUfiling 4/27/2012 TSS RF re T. Rowe Price-deposiVupdate accounting/memo to file 1.00 150.00 150.00lhr 4/30/2012 TSS Email to Ann re signed Eastman Chemicai doc mailed on April 29th 0.25 37.50 150.00/hr 5/1/2012 TSS Process Bristol-Myers Squibb/unclaimed MD property documents for 0.80 120.00 mailing, update list of assets 150.00/hr 5/3/2012 JDH Meeting w/TS/Ltrs/Institutions/ RF re:same/ Estate issues 1.10 412.50 375.00/hr 5!7/2012 TSS Deposit checks from NiSource, M8T Securities, CSX, Chevron, 2.30 345.00 PSEG,update bank ledger/update asset info/prepare letter to M&T 150.00lhr Securities/request statemenUtrade on 7/25/11 5/8/2012 TSS Letters to BNY Mellon and Wells Fargo request statements and info on sales 0.80 120.00 for CSX, PSEG and Bristol Myers 150.00/hr 5/14/2012 TSS Process maii checks from Wells Fargo (Bristoi Myers), Zimmer and Verizon, 1.00 150.00 update accountinglrf re same 150.001hr 5/15/2012 KAR Confer w/JDH /RF re Itrs. to IRS re 2006 and 2010 taxes. 0.30 45.00 150.00/hr TSS Meeting with JDH/corresp to M&T Sec, BNY for PSEG &CSX and Wells 1.00 150.00 Fargo for Bristol-Myers re trade issueslrf 150.00/hr Estate of Alice H. Wooster Page 9 Hrs/Rate Amount 5/15/2012 JDH Meeting with TS/IRS issueslletters to Lenders/rf re samelmeeting with 1.40 525.00 accountant 375.00lhr JDH Draft correspondence/IRS/penalty issues/rf re same 125 468.75 375.00lhr 5/17/2012 KAR Confer with JDHlestate issues/filings 0.40 60.00 150.00/hr 5/30/2012 TSS Process mail/prepare corresp. to Wells Fargo/corresp. to Ann/respond to 1.00 150.00 Ann's reply/work on estate issues/rf re same 150.00/hr 6/18/2012 JDH Meeting with TSlestate mattersllRS notices/rf re same 0.50 187.50 375.00/hr 7I17/2012 JDH Meeti�g w!TS/ IRD issues I IRS I Tax matters/RF re; same 0.75 281.25 375.00/hr TSS Conferwith JDH/estate mattersllRS 0.60 90.00 150.00lhr 7/19/2012 TSS Review of corresp./IRS/pc with P. Rosendale, CPA 0.40 60.00 150.00/hr 7/23/2012 TSS Review ot corresp./confer with JDHlincome tax 0.30 45.00 150.00/hr JDH Rev of corresp/conf with TSltax issues/rf 0.40 150.00 375.00/hr 7/26/2012 LS CONFR with TS re: stock relinquishment issue 0.40 90.00 225.00/hr 7/30/2012 JDH Confer w/TS/Tax issues/ RF 0.40 150.00 375.00/hr LS RES re: estate issues 0.50 112.50 225.00/hr 8J3/2012 LS CONFR with TS and JDH re: estate issue 0.50 112.50 225.00/hr 8/7/2012 JDH Meeting w/TS/income tax issue/estate matters/RF re: same/PC w/client 1.10 412.50 375.00/hr 9/1/2012 JDH Rev of tax issues/Confer w/TS/RF 0.50 187.50 375.00/hr 9/5/2012 JDH Confer w/TS (Taxes/ IRS)/ Income/Rev of corr/ RF 0.50 187.50 375.00/hr 9/10/2012 JDH Confer w/TS/Estate issues/ RF 0.40 150.00 375.00/hr Estate of Alice H. Wooster Page 10 Hrs/Rate Amount 9i13/2012 JDH Meeting w/TS I Joint Accts/M&T I Tax Issues I RF 0.50 187.50 375.00/hr KAR Research re Century Pacific and Angeles Partners IX; prepare Itrs to same. 0.40 60.00 150.00/hr 9/14/2012 JDH Draft corr/ institutions/stock/confer w/TS/RF 0.75 28125 375.00lhr 9/27/2012 JDH Rev of corr/Tax returns/RF/TS 0.45 168.75 375.00/hr 10/2/2012 JDH Confer w/TS!Tax issues/ PA Dept of Rev/IRS/Ltrs to same/RF re: same 1.10 412.50 375.00/hr TSS Prepare letters to IRSI PA Dept of Rev re mail completed past due income 1.00 150.00 tax returns, along with certified returns receipts/rf re same 150.00/hr 10/3/2012 TSS Email to and from Pat Rosendale re discuss income tax return issues for IRS 0.30 45.00 150.00/hr 10/8/2012 TSS Draft corresp./Ann/tax return 0.25 37.50 150.00/hr 11I512012 TSS PC to Acct. Rosendale/corresp. to same/tax issues 0.25 37.50 150.00/hr 11I6/2012 TSS Draft corresp.11RS/confer with JOH 0.40 60.00 150.00/hr 11/7/2012 JDH Meeting w!TS/Tax issues/IRS/RF re: same 0.70 262.50 375.00/hr 11/8/2012 TSS Email to and from Ann re discuss income tax retum matters/execution of 0.25 37.50 documents 150.00lhr 11/30/2012 TSS Draft corresp.lAnn/rf re estate matters 0.50 75.00 150.00/hr 12/11/2012 JDH Confer w/TS/Taxes/ Estate matters/A. Wooster/RF 0.90 337.50 375.00/hr TSS Update PA Inh tax return and acctg/prepare for meeting wIJDH 1.25 468.75 375.00/hr 12/18/2012 JDH Estate/JT acct issue/Taxes/Returns/RF re: same/Confer w/TS 1.65 618.75 375.00/hr TSS Mtg w/JDH to prepare for conf. call w/Ann Wooster/rf re same 1.25 187.50 150.00/hr 12/19/2012 LS RES re: MPAA re:joint accounts 1.20 270.00 225.00/hr Estate of Alice H. Wooster Page 11 Hrs/Rate Amount 12l19/2012 JDH Confer wl LS I Research issue I deposit/JT acct/residuary I RF 0.85 318.75 375.00lhr TSS Prepare Releases and Itrs for specific bequests of household furnishings to 125 187.50 Ann and Martin/confer with JDHIrf re same 150.001hr 12l20/2012 LS RES re: Stock sale proceeds issue/CONFR with JDH re: same/RF re: case 2.40 540.00 law 225.00/hr JDH Confer w/LS/PA return/Deposits research/RF re: same 0.70 262.50 375.00/hr SMK Research re joint account; confer with ELS re same 0.70 105.00 150.00/hr 12/21/2012 LS Additional research re: letter of instruction case law/CONFR with JDH re: 0.70 157.50 same 225.00lhr JDH Confer w/TS/Conf call w/A. Wooster/P. Rosendate/Estate issues/RF I 1.90 712.50 Confer w/ LS 1 Research matters 375.00lhr 1/11/2013 JDH Confer wl TS I personal property/corr to A. Wooster! Estate issues I RF 0.90 337.50 375.00/hr 1/13/2013 JDH Meeting w/TS/Estate matters/ RF 0.65 243.75 375.00lhr 1/15/2013 SMK Confer with ELS re mail rule; research re securities 0.60 90.0� 150.00lhr 1124110i3 TSS Review and revisions to HHG's reieases, Itrs and cks forAnn and Martin; 120 180.00 prepare for Meeting with JDH RE: stock sales at time of death 150.00/hr 1/25/2013 SMK Research re decedent estate funds transfer 0.50 75.00 150.00/hr 1/28/2013 LS RES re: Estate issues/CONFR with SMK re: same 0.90 202.50 225.00lhr SMK Confer with ELS re research on stock transfer; draft case summary and assist 1.90 285.00 ELS with review and revise of Memo 150.00lhr 1l30l2013 TSS Prepare for Meeting with JDH/Itrs and the sale of stocks around time of 0.80 120.00 decedent's death/rf re same 150.00/hr JDH Meeting w/TS/Personal property/MM/Stock acct/Estate issues/RF 1.00 375.00 375.00/hr 1/31l2013 TSS Pcs to Computershare/sales transaction to seli 500 shs. CSX requested on 2.30 345.00 7/25/11 by Ann Sargent Wooster; Uc to Computershare/the sales 150.00/hr transactions to seli 1,500 shares/ Bristol-Myers Squibb Co. requested by ASW online on 7/25/2011 and to sell 2,000 shares/Bristol-Myers Squibb Co. requested by ASW by written mail request on 7/25/2011; meeting with JDHI prepare letters to Computershare requesting a copy of the online and/or _ _ Estate of Alice H. Wooster Page 12 Hrs/Rate Amount written instructions from Ann to seli securities Uc to Colby Windhotz at M8T Bank left message RE open MM Acct for the estate; 1/31/2013 JDH Confer with TS/6NY Mellon accounts/PCS with same/rf 0.75 281.25 375.00lhr 2/1/2013 JDH Rev of corr/Various issues/Confer w/TS/RF re: estate matters 0.85 318.75 375.00/h r 2/4/2013 LS DRAFT memo to JDH re: stock sale proceeds 0.60 135.00 225.00/hr LS EDIT Memo to JDH re: Multiple Party Accounts and stock proceeds/R/R 0.50 112.50 Corzespondence re: same 225.00lhr SMK Assist ELS with review and revise of inemo; confer re same 0.40 60.00 150.00/hr 217/2013 TSS Email to Ann Wooster RE: receive FedEx with signed stock letters; copy 0.60 90.00 stock Itrs and attachments to Computershare for CSX Corp. and Shareowner 150.00lhr Services for Bristol-Myers Squibb Co.; prepare FedEx mailing and Certificate return receipt mailing 2/15/2013 TSS Phone call to M8T Bankl Estate Money Market Acct; emaii to Ann RE: same 0.30 45.00 150.00/h r 2/20/2013 TSS Phone conference/M&T Bank discuss opening interest bearing account for 0.30 45.00 Estate and sending documents to Ann for signing; email to Ann re same 150.00/hr ' 3/1/2013 SMK RF re research 0.30 45.00 150.00/hr 3/13I2013 TSS Finalize PA Inheritance tax return and Inventory for review with JDH 4.80 720.00 150.001hr 3/14l2013 TSS Bring accounting up to date; prepare for estate Meeting with JDH 2.60 390.00 150.00lhr TSS Meeting with JDH and LS discuss estate assets and the filing of the PA inh 2.90 435.00 tax retum 150.00/hr LS CONFR with JDH and TS re: AffidaviVRF re: Memo re: stock sales 0.90 202.50 225.00lhr JDH Meeting w!TS/Rev& revisions to tax returns/Stock issues/RF 2.90 1,087.50 375.00/hr 3/15/2013 LS Correspondence with TS re: affidavit and stock sales/DRAFT Affidavit 0.40 90.00 225.00lhr TSS Work on memo for conf call with Ann Wooster; make corrections to the PA 2.50 375.00 Inh tax return; discuss transfers within a year of death on various bank 150.00lhr statements with JDH; email to An� RE: conf caii time _ __ Estate of Alice H. Wooster Page 13 HrslRate Amount 3/15/2013 JDH Meeting w/7S/Estate issues/ Rev 8, revisions to tax returns/Stock accts/ 3.90 1,462.50 Rf 375.00Jhr 3/18/2013 SMK Assist ELS with review and revise of affadavit 025 37.50 150.00/hr LS DRAFT Affidavit re: stock salelCONFR with TS re: same 1.10 247.50 225.00lhr 3/19l2013 JDH Confer w/TS! Extension/A. Wooster/RF re: same 0.80 300.00 375.00/hr 4/8/2013 JDH Meeting w/TS/Tax return issues/Conf call w/A. Wooster/RF 1.35 50625 375.00/hr 4/16/2013 JDH Confer w/TS/Gift checks/Email I A. Wooster I RF 0.45 168.75 375.00/hr 4/24/2013 JDH Confer w/TS/CSX stock/RF 0.45 168.75 375.00/hr 4/29/2013 JDH Confer w/TS/ PA Return issue/A. Wooster/ RF 0.50 187.50 375.00/hr For professional services rendered 232.65 $53,976.00 Balance due $53,976.00 Piease include invoice number and remit payment to address listed above. Thank you for your prompt payment. If you have any questions concerning your invoice piease contact Kandy Coyle at 717-249-6333