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HomeMy WebLinkAbout01-24-14 (2) J REV-1 EX(02-11)(R) 500 1SCS611185 OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of individual Taxes PO BOX 280601 INHERITANCE TAX RETURN 21 13 0197 Harrisburg.PA 17128-Mi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDrfYY Date of Birth MMODYM 02052013 08231928 Decedent's Last Name Suffix Decedent's First Name MI KANN GLENN F (if Applicable)Enter Surviving Spouse's Information Below Spouses Last Name Suffix Spous$s First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1.Original Retum 2. Supplemental Return 3. Remainder Return(Date of Death Prior to 12-1"2) 4.Limited Estate D 4a. Future Interest Compromise(date of LE i 5. Federal Estate Tax Return Required death after 12-12-82) rx--i 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) D 9.Litigation Proceeds Received F 10.Spousal Poverty Credit(Date of Death 11.Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedufe,,94: CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX I ATION SHOU6 BE O D TO: Name Daytime'WeEbne Numbot G> c> IU --0 — 00 Cn ;;0 JENNIFER D. WETZEL, ESQ- 717—&V3&P< --4 rTI t=; 5P 5► M Rkq �VVIL SE OAYY C? C-) C> First Line of Address Tt C-> C) t—A P rn 17\3 r- PERSUN & HEIM, PC C-D (n n Second Line of Address PO BOX 659 City or Post Office State ZIP code DATE FILED MECHANICSBU'R6 PA 170550659 Corresponderift e-mail address: JDWETZEL@PERSUNHEIM-COM Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and bei;;,- Jt is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which pieparer has any knowledge. TURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE 19 2-,01q ADDRESS 456 RICH VA LEY ROAD CARLISLE, PA 17015 SIGNATURE OF PREPARER OTHER THAN RUPMSENT l I DATE PERSUN & HEIMi P-C• 'AAA /ZP/ ADDRESS PO BOX 659 MECHAAIT BURG PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 L15GS611185 OM4647 3.000 1505611185 J Estate of Glenn F. Kann 204-30-6292 Executors (Page 1) Name Timothy P. Kann Address 456 Rich Valley Road Carlisle, PA 17015- Tax ID 206-36-4203 1505611285 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: K A N N GLENN F RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 539-1300 -00 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2 2,8 6 9,9 4 6 .?5 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C). . . . . 3. 0 •00 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . 4 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) . . . . . 5. 4091260 •14 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . 6. 0 .00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) r_1 Separate Billing Requested . . . . 7. 0 .00 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8 3,818,506 • 8 9 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. 91,920 •11 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . . , . . . . . . 10 11622- 00 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 11 93,542 .11 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . , . 12 3,7 2 4 ,9 6 4 -?8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . 13 11-00 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . 14 3-,?241964 -?8 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers un�er Sec.9116 (a)(1.2)X.0 0 .00 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X.0 5 0.00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 31 7 2 4,9 6 4 •7 8 18. 5 5 8,7 4 4 •7 2 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 558,744 . 72 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT E Side 2 1505611285 1505611285 J OM4648 3.000 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 13 0197 DECEDENTS NAME KANN GLENN F STREET ADDRESS 456 RICH VALLEY ROAD CUMBERLAND COUNTY CITY STATE ZIP CARLISLE PA 17015- Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 558,744 .72 2. Credits/Payments A.Prior Payments 536,998 - 68 B.Discount 23,684 -21 Total Credits(A+B) (2) 5601682-89 3. Interest (3) 0 .00. 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2,Line 20 to request a refund. (4) 11938 -17 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred . . . . . . . . . . . . . . . . . . . . . . . . ❑ Q b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . ❑ ❑ c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . . ❑ lyd 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ FRI 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ❑ 4. Did decedent own an individual retirement account,annuity,or other non-probate property,which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116 (a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. OM4671 2.000 REV-1502 EX+(12-12) SCHEDULE A Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Glenn F Kann 21 13 0197 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Approximately 63.5 acre tract of farm real estate and improvements located at 1701 Harrisburg Pike, Middlesex Township, Cumberland County, Pennsylvania, being Tax Parcel Number 21-07-0465-008, and further described in Cumberland County Deed Book D20, Page 1083, with value based on FMV assessment of $539,300.00 and CLR of 1.00. 539,300.00 TOTAL (Also enter on Line 1,Recapitulation.) $ 539,300.00 2w4695 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Glenn F Kann 21 13 0197 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. American Funds, Fundamental Investors - A, Account #5394-4344-10 117,179.34 2 American Funds, The Income Fund of America - A, Account #5653-8418-06 256,887.70 3 Nuveen Tax-Free Pennsylvania Insured Trust 125, Account #01369616 2,573.00 4 Pennsylvania Insured Municipals Income Trust Series 63, 77, 80 & 175 and Insured Municipals Income Trust Series 83 & 84, Account 00099288 7,559.84 5 Pennsylvania Insured Municipals Income Trust Series 6 & 7, Account #02621349 5,385.25 6 1,055 Shares Banco Santander, S.A. Stock, Account #7000427663 8,355.60 7 2,400 Shares Allied Irish Banks PLC Stock, CUSIP #01922880 CUSIP: 01922880 2,460.00 8 60 Shares Alcatel-Lucent Stock, Account #7200672802 102.90 9 173 Shares CBS Corporation Stock, Account #3406030237 7,305.79 10 173 Shares Viacom Inc. Stock, Account #3402554692 10,286.58 11 962.665 Shares Vanguard Wellington Fund Admiral Account #0521-88068269957 (original account #0521-09790337330) 58,530.03 Original Account #0521-09790337330 12 867.854 Shares Vanguard Wellington Fund Inv Account #0021-88068269957 (original account #0021-04531850013 and #0021-09790336878) 30,548.46 Original Account #0021-09790336878 Total from continuation schedules . . . 2,362,772.26 TOTAL (Also enter on Line 2,Recapitulation) $ 2,869,946.75 2w4696 2.000 If more space is needed, insert additional sheets of the same size Estate of: Glenn F Kann 21 13 0197 Schedule B (Page 2) Item Value at Date No. Description of Death 13 1,337 Shares AT&T Inc. Stock Account #02003951980 47,436.76 14 100 Shares LSI Corporation Stock Account #C3002004487 719.50 15 3,449.744839 Shares The PNC Financial Services Group Stock Account #00000432067 217,454.67 16 150 Shares Comcast Corporation Stock Account #3501193623 5,826.75 17 4,575 Shares M&T Bank Corporation Common Stock CUSIP: 55261F104 474,175.88 18 5,183.601 Shares Delaware Investments - Delaware Foundation Moderate Allocation Class A Account #0448/5020257415 62,255.05 19 3,552.739 Shares Delaware Value Fund Class A Account #0456/5020257415 46,967.21 20 100 Shares General Motors Corporation Stock CUSIP: 370442105 0.00 21 69 Shares Delphi Automotive Systems Corporation Stock 0.00 22 1,827 Shares Susquehanna Bancshares, Inc. common stock CUSIP: 869099101 20,864.34 23 7,038.412 Shares Vanguard Wellington Fund Inv Account #0021-88068269957 (original account #0021-04531850013 and #0021-09790336878) 247,752.10 Original Account #0021-0453150013 Morgan Stanley Securities Account #410-893364-012 (becomes estate Account #410-059717-012) 24 664 Shares Capital One Financial Corp 36,759.04 Total (Carry forward to main schedule) 1,160,211.30 Estate of: Glenn F Kann 21 13 0197 Schedule B (Page 3) Item Value at Date No. Description of Death 25 20,000 Par Lancaster PA Area Swr Auth Rev CUSIP: 514288HW2 20,617.20 26 30,000 Par Pennsylvania St Pub Sch Bldg Auth Lease Rev-A CUSIP: 709207EE0 33,033.60 27 30,000 Par Southcentral PA Gen Auth Rev CUSIP: 84129NBG3 30,021.00 28 30,000 Par Philadelphia PA Sch Dist Ser-F CUSIP: 717883HE5 34,389.00 29 20,000 Par Northeastern York PA Sch Dist CUSIP: 664714AS1 21,733.80 30 20,000 Par Bethlehem PA Area Sch Dist CUSIP: 087365TU6 20,857.00 31 30,000 Par Pennsylvania St Genl Oblig Second Ser CUSIP: 7091416Q3 33,140.70 32 25,000 Par Schuylkill Haven PA Area Sch Dist CUSIP: 808430BS0 25,899.75 33 45,000 Par Kiski PA Area Sch Dist CUSIP: 497752FT7 43,313.40 34 25,000 Par Dover PA Area Sch Dist OID CUSIP: 260358KJ4 25,565.00 35 20,000 Par Upper Dublin PA Sch Dist CUSIP: 915730TU9 21,130.60 36 35,000 Par Pennsylvania St Higher Edl Facs Auth Re OID CUSIP: 70917RSA4 37,412.55 Total (Carry forward to main schedule) 347,113.60 Estate of: Glenn F Kann 21 13 0197 Schedule B (Page 4) Item Value at Date No. Description of Death 37 15,000 Par South Fork Mun Auth PA Hosp Conemaugh Vly Mem Hosp-B CUSIP: 83786DCZ8 15,008.10 38 35,000 Par York Cnty PA Genl Oblig CUSIP: 986370HS6 37,055.20 39 25,000 Par Pennsylvania St Hghr Edl Facs Auth Rev Ind Univ Student Hsg-A CUSIP: 70917RDV4 25,424.00 40 30,000 Par State Pub Sch Bldg Auth PA Sch Rev Ser-A CUSIP: 8573222M2 30,314.70 41 25,000 Par Altoona PA Genl Oblig CUSIP: 021789CP5 25,037.75 42 25,000 Par Ambridge PA Area Sch Dist CUSIP: 023362KM7 25,875.75 43 5,000 Par Pennsylvania St Tpk Commn Tpk Rev Ser-A-1 CUSIP: 709223SG7 5,454.65 44 10,000 Par Pennsylvania St Higher Edl Facs Auth Rev Temple Univ CUSIP: 70917RFA8 10,398.00 45 25,000 Par Philadelphia PA Hosps & Higher Ed Facs Rev Ser-A CUSIP: 717903022 26,302.00 46 40,000 Par Pennsylvania St Tpk Commn Tpk Subordinate Rev Ser-B1 CUSIP: 709223B67 41,962.40 47 25,000 Par Erie PA Wtr Auth Wtr Rev CUSIP: 295542HK3 27,010.00 48 3,240.763 Shares Federated PA Muni Inc A 36,458.58 Total (Carry forward to main schedule) 306,301.13 Estate of: Glenn F Kann 21 13 0197 Schedule B (Page 5) Item Value at Date No. Description of Death Bolton Global Capital, Inc. Account #39K-218988 (becomes estate Account #39K-351854) 49 20,000 Par Great Vy Sch Dist PA Chester Cnty Rfdg CUSIP: 391358HV3 20,022.00 50 30,000 Par Kiski PA Area Sch Dist FGIC-Natl RE CUSIP: 497752EE1 30,099.90 51 30,000 Par Berwick PA Area Sch Dist Ser E CUSIP: 086187JW2 30,153.90 52 30,000 Par Northampton Boro PA Mun Auth Wtr Rev CUSIP: 663498FY4 31,231.08 53 5,000 Par Northampton Boro PA Mun Auth Wtr Rev CUSIP: 663498FZ1 5,207.43 54 30,000 Par Shaler PA Area Sch Dist CUSIP: 819215PB4 33,812.10 55 30,000 Par Keystone Oaks PA Sch Dist Rfdg FGIC-Natl CUSIP: 493534HE4 30,181.71 56 35,000 Par Pennsylvania St Higher Edl FACS Auth CUSIP: 70917PFY0 36,170.47 57 30,000 Par Pennsylvania St Tpk Commn Oil Franchise CUSIP: 709221GL3 30,305.79 58 30,000 Par Geisinger Auth PA Health Sys Rev Ser A CUSIP: 368497FS7 32,988.60 59 40,000 Par Pennsylvania St Pub Sch Bldg Auth Lease CUSIP: 709207EM2 41,394.52 Total (Carry forward to main schedule) 321,567.50 Estate of: Glenn F Kann 21 13 0197 Schedule B (Page 6) Item Value at Date No. Description of Death 60 20,000 Par Philadelphia PA Hosps Higher Ed FRCS CUSIP: 717903022 21,061.32 61 1,000 Shares Campbell Soup Cc CUSIP: 134429109 36,805.00 62 133 Shares Kraft Foods Group Inc Com CUSIP: 50076Q106 6,245.68 63 400 Shares Mondelez Intl Inc Cl A CUSIP: 609207105 11,191.00 64 3,142.144 Shares Nuveen High Yield Municipal Bond Fd CUSIP: 67065Q749 54,241.58 65 3,600 Shares Nuveen PA Invt Quality Mun Fund CUSIP: 670972108 57,492.00 66 3,523.964 Shares Oppenheimer Pennsylvania Muni CUSIP: 683940100 40,542.15 Total (Carry forward to main schedule) 227,578.73 REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. IRESIDENTDECEDENT TURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Glenn F Kann 21 13 0197 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Farm equipment and machinery 23,893.09 Actual sales proceeds. 2 Household items and furnishings 6,037.50 Actual sales proceeds. 3 M&T Bank Checking Account #420778 50,054.20 Interest accrued to 2/5/2013 0,29 4 Wells Fargo Savings Account #5898 27,143.06 Interest accrued to 2/5/2013 0.56 5 Wells Fargo Checking Account #8393 4,080.62 Interest accrued to 2/5/2013 0.01 6 Wells Fargo Savings Account #2948 1,302.90 Interest accrued to 2/5/2013 0.02 7 Wells Fargo Individual Retirement Account #4725 19,652.79 Payable to Estate Interest accrued to 2/5/2013 83.05 8 Wells Fargo Certificate of Deposit Account #5909 10,012.09 Interest accrued to 2/5/2013 5.35 9 Pennsylvania Farm Bureau Refund of Health Insurance Premium 467.47 10 Sovereign/Santander Premier Checking Account #511085486 122.93 11 Sovereign/Santander Premier Money Market Preferred Account #1691029769 9,360.52 Interest accrued to 2/5/2013 0.46 12 Sovereign Bank Certificate of Deposit Account #1695318384 25,000.00 Interest accrued to 2/5/2013 7,97 13 Church of God Refund 587.84 14 Ohio Casualty Auto Insurance Refund 125.00 Total from continuation schedules . . . . . . . 231,322.42 TOTAL(Also enter on line 5,Recapitulation) $ 409,260.14 2w46AD 2.000 If more space is needed,use additional sheets of paper of the same size. Estate of: Glenn F Kann 21 13 0197 Schedule E (Page 2) Item Value at Date No. Description of Death Morgan Stanley Securities Account #410-893364-012 (becomes estate Account #410-059717-012) 15 CitiBank, N.A. Cash Account (Morgan Stanley Account #410-893364-012) (becomes Account #410-059717-012) 63,688.07 Bolton Global Capital, Inc. Account #39K-218988 (becomes estate Account #39K-351854) 16 Bolton Global Money Market Account #0001651797 (becomes estate Account #0002365661) 167,634.35 Total (Carry forward to main schedule) 231,322.42 REV-1511 EX-(10-09) SCHEDULE H pennsylvania DEPARTMENTOF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Glenn F Kann 21 13 0197 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman Roth Funeral Home 1,460.45 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Waived Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: 77,000.00 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 100.00 5. Accountant Fees: 2,500.00 6. Tax Return Preparer Fees: 740.00 7. 1 Bolton Global Capital, Inc Statement paper surcharge (Mar - Apr 2013) 2.00 2 Suburban Propane Fuel oil farm real estate 683.69 Total from continuation schedules . . . . . . . . . 9,433.97 TOTAL(Also enter on Line 9,Recapitulation) $ 91,920.11 9W46AC 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Glenn F Kann 21 13 0197 Schedule H Part 7 (Page 2) 3 M&T Bank (check and wire fees) 88.47 4 Persun & Heim, P.C. (legal costs) 542.40 5 PP&L Electric Utilities 204.91 6 Frank Roberto, Tax Collector 2,574.46 7 Travelers Casualty (bonding fees) 112.16 8 Wayne Myers Appraisal Services Appraisal fee 100.00 9 Lawnscapes Tree removal fee 450.00 10 Weinstein Realty Real estate appraisal fee 5,000.00 11 Lititz Mutual Farm real property insurance 175.00 12 CenturyLink Final phone bill for farm real estate 36.57 13 Morgan Stanley AAA Annual Service Fee (Account #410-059717-012) 150.00 Total (Carry forward to main schedule) 9,433.97 REV-,572 EX+(12.12) SCHEDULE pennsylvania DEPARTNENTOF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Glenn F Kann 21 13 0197 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Charles Inners, MD Medical bill 78.32 2 Pennsylvania Department of Revenue 2012 state income tax 813.00 3 United States Treasury 2012 federal income tax 410.00 4 Cumberland County Tax Bureau 2012 local income tax 249.00 5 Association in Kidney Disease Medical bill 68.68 6 Bolton Global Capital, Inc Statement paper surcharge (Dec 2012 - Feb 2013) 3.00 TOTAL(Also enter on Line 10,Recapitulation) $ . 1,622.00 2W46AH 2.000 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) SCHEDULE J pennsylvania DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Glenn F Kann 21 13 0197 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Timothy P. Kann 456 Rich Valley Road Carlisle, PA 17015 One Half of Residue: 1,862,482.39 Nephew 1,862,482.39 2 Janelle K. Egan 7455 Manor Drive Harrisburg, PA 17112 One Half of Residue: 1,862,482.39 Niece 1,862,482.39 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00 9W46Ai 2.000 If more space is needed,use additional sheets of paper of the same size. Julia A Wieman From: Julia A Wieman Sent: Friday, November 01, 2013 9:39 AM To:' 'RA-InheritanceTaxExt @pa.gov' Cc: Gary J Heim Subject: Request for PA Inheritance Tax Extension- Estate of Glenn F. Kann Dear Sir/Madam: I would like to request a six-month extension of time for the filing of the Pennsylvania Inheritance Tax Return for the following estate: Estate of Glenn F. Kann File No. 21-13-0197 Date of Death: February 5, 2013 SSN: 204-30-6292 The reason for requesting an extension of time is that additional asset and deduction information is necessary to properly complete the return. Thank you for your attention to this matter. If you have any questions or concerns, please feel free to contact Gary J. Heim, Esq. Julia A. Wieman Secretary to Gary J.Heim, Esq. Persun&Heim,P.C. P.O. Box 659 Mechanicsburg,PA 17055-0659 Tel. (717)620-2440 Fax(717) 620-2442 Email:jawieman @persunheim.com The information contained in this e-mail message is intended only for the personal and confidential use of the recipient(s)named above. This message may be an attorney-client communication and as such is privileged and confidential. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient,you are hereby notified that you have received this document in error and that any review,dissemination,distribution,or copying of this message is strictly prohibited. If you have received this communication in error,please notify us immediately by e-mail and delete the original message. 1 J 48500041046 REV-485 EX(05-04) SAFE DEPOSIT BOX INVENTORY PA Department of Revenue PLEASE USE ORIGINAL FORM ONLY Social Security or Death Certificate Number Date of Death County Code Year File Number I 02/05/2013 21 13 0197 Decedent's Last Name Suffix First Name MI Kann Glenn F ADDRESS OF DECEDENT STREET: CITY: STATE: ZIP CODE: 801 North Hanover Street Carlisle PA 17013 NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT.BOX NAME:Timothy P. Kann STREETADDRESS: CITY: STATE: ZIP CODE: 456 Rich Valley Road Carlisle PA 17015 NAME,ADDRESS AND RELATIONSHIP(IF ANY)TO DECEDENT,OF PERSON(S)PRESENT AT THE BOX OPENING a. NAME: —!' RELATIONSHIP: JUf—P £1✓ I fw-bb��q P IL a r V,STREETADDRE S: \\ cil, TATE: ZIP CODE: t/SCo tc.� yat�ey RoaU �.o++ t��e— rA b. NAME: RELATIONSHIP: STREETADDRESS: CITY.— STATE: ZIP CODE: c. NAME: RELATIONSHIP: STREETADDRESS: CITY: STATE: ZIP CODE: I NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED f NAME: M&T Bank - STREETADDRESS: CITY: STATE: ZIP CODE: 1 West High Street Carlisle PA 17013 NAME OF PERSON MAKING LAST ENTRYT,Oa/) Q t/��� DATE AND TIME OF LA2ST ENTRY �D- F per. 1 1< <J J DATE 0 CONTRACT TO RENT BOX ' NUMBER OF BOX 1 TITLE U DER WHICH OX IS EQUESTED 8S /108c/ Iq II✓n/ NAME AND A DRESS OF PERSON(S)HAVING ACCESS TO BOX a. NAME:VW10& e b. NAM E:�� ^ STREETADDRESS: STREETADDRESS: CITY:C� I s �° PA T,(�TE: 40/61: CITY:/a O,f'L. A�E: "a/ NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY ff/A 1. WAS A WILL IN THE BOX? ❑ YES NO If yes, a. Date of will: b. Name and address of personal representative,if named in the will NAME: f STREETADDRESS: CITY: STATE: ZIP CODE: c. Name and address of attorney,If any NAME: STREET ADD CITY: STATE: ZIP CODE: 48500041046 48500041046 J R w,r r REV-485 EX SAFE DEPOSIT BOX INVENTORY Page of INSTRUCTIONS (1) Cash:Report total only. (2) Stocks:List in detail every common or preferred certificate,warrant or other rights found in box.Stocks are to be designated by name of company,certificate number,date of certificate,name in which stock is registered,and number of shares and class of stock. (3) Obligations of U.S.Government: Number of items,date of issue,face value,names in which registered and type of ownership, i.e.,jointly held,payable on death,etc. (4) Bonds:Designate by name,amount,serial number,or other designation.(Bearer Bonds) (5) Bank and Savings and Loan Passbooks:State name of depositor,number of book,last date appearing in book,name of bank and branch,and balance. (6) Jewelry,Coins,Stamps,Manuscripts,etc:List and describe as fully as possible. (7) Deeds,Mortgages,Current Insurance Policies or other evidences of indebtedness:List and describe as fully as possible. (8) All other contents. (9) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT.280601 HARRISBURG,PA 17128-0601 ITEM NO. ITEM DESCRIPTION \' I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY:SIGNATUREc----` // - SIGNATURE 0.iyW� L'1�CG PRINT NAME PRINT NAME AND CHECK APPROPRIATE BOX BELOW: Timothy P. Kann PRINT TITLE DATE CHECK APPROPRIATE BOX: Executor 1A0 ❑Executor(Irix) ❑Administratogtrix) -3 ao 13 ❑Estate Representative ❑Joint owner of safe deposit box NOTE:Attach additional 8112"x 11"sheet(s)if necessary or use duplicates of this page of form. The Department is authorized by law,42 U.S.C.§405(c)(2)(C)(t),to require disclosure of Social Security numbers in connection with administering state tax laws.The Department uses the Social Security number to identify the decedent and personal representatives of the estate.The Commonwealth may also use the information in exchange of tax information agreements with Federal and local taxing authorifies.The state law prohibits the Commonwealth's personnel from disclosing confidential tax information except for official purposes. LAST V1ILL AND TESTAMENT OF GLENN F . KIANN 1 , GLENN F . KANN ., of Middlesex Township, Cumberland County , Pennsylvania declare this instrurrient to be rrf t y Last, Will and Testament , hereby expressly revoking will and codic-ils heretofore made by me . FIRST I direct the payment of my just debts and expenses of m,,,, 'Jalst illness and funeral from my estE1,4%.-1e as soon after my deatl'*1 as conveniently may be done . If there be no cemetary lot available -for my interment owned by trie at the time of my death ; I authoriZe my per-soriial re-presentative, to­purchase. . ­such; cemetary lot with a contract for perpetual car-e, using therefore funds from my estate -irl such arriount as he shall consider necessary and desirable , and I author•lze my persona ) representative to cause title to or ownership of such 'lot so Purchased to be vested in such person as my personal representative shall designate . Further, I authorize my personal representative to expend funds f'r'om MY estate , in such amount as my Personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for"• my 9ravF . SECOND I give , devise and bequeath all of my household goods and effects, farming equipment, cattle and crop�.,- , to my bre>ther, PAUL S . l;',ANN , absolutely and in fee simple . THIRD Should the gift in Paragraph two not tr-w.e effect , I devise and bequeath said house-hold goods and effects , L farming equipment , Cattle arid crops , to TIMOTHY P . K'ANN and JAJ,,lE'-LE K . EGAN , share and share alike , the child or chi ldr-en of any deceased beneficiary to- king the share theit- -a rent would have.. taken -if living. FOURTH All the rest, residue and remainder of my proDerty , real or personal , I give , devise and bequeath to TIM0-IHY P. KANN and JANELLE I%' . EGAN, share and Share alike , the child or chi 'ldren of. any deceased bevel' iciary taking the share their parun� - would have taken if liv-1 rich. I author-1ze MY executur•s to make, election pursuant to tl-ir_, Internal Re-venue Code f2c L,SCA, section 20-12A) as re 'latting to valUZit'i0n of real prope'rty as "qua litied real proper-ty- _. FIFTH Should any benoficiar­,� of my w.i ,,, -1 be under the age of' 21 yr !;;ir-z, old , then I des.. -irc- that the-Ir skiare( s) be he0d by - 7ruG-t- CompEjn.y , Carlisle , PA, i I, t rLASt( G ) Upon the fo"llo' terais and conditior)s ,, W I rig A To hold , manage , invest and reinvest the principal so received, and accumulation of -Income 11-hereon , and to use , pay and apply the income and or-incipal or so much thereof as in trustee ' s sole discretion may be necessary for the maintenance, support , medical expenses and education of rfiE beneficiaries whether the same be born before or after tj,je sign-) ng of these presents , B. The payments may be made by MY trustee directly to the beneficiary if he/she is , -in the sole opinion of the tt-LAStee , Of Such age and ability to handle properly the funds so paid, or may be made directly 1-0 the person having custody and care --of --the berief-i-ciary-.- or may be made d'ir�ctly to 6hy -institution entitled -to such payment by r:easan of sery i cc c- rendered or to be rendered to any beneficiary . C. -1he amount to be paid for the benef.it of arli, beneficiary shall be determined from time to time, by his cr, her, need , and the amounts and timen; of said payments shall be determined by such need, Provided t1hat payments be made at least quarterly . D� All payments of principal and income hereby given, shall be free from anticipation, assignment, pledge or obligations of beneficiaries , and shall not be subject to any execution or attachment. E . All principal and accumulated incori-le . riot so app lieje , shall be distributed to the beneficiary of the' trust( s ) wi,le,-, said beneficiary attains the age of 21 years. SIXTH MY executors are. hereby authorized and empowered to sell a,­,y realty owned by me at ji-i either 1private or Publirl - y death, at e L, sale , and to give good and suff ic-ient deeds tlherefore, , -,, ri fer- simple, as I could do if I Ivii-19 , Subject to ti-le -rovisions that my farni will not be sold without the consent­ of' T'imothy P. Kann and Jane 1 1 e K . Egan , if either of them is living , . My exew-utors are authorized and empowered 4;I-o cont,-1-rue -t,,c) erigage in any busines,.; it" which I may be engaged at my death , for such perjod as seems exoedie­nt IC,o sz,•iid executors. SEVENTH I nominate and appoint TIMOTHY P. KANN JANELLE K . EGAN to be tire executors Of th , 11 ] Mst will and the ,/ -�;,j-L, I s f'Y tO ;-;5erve as such without bored . 11\1 WITNESS WHEREOF- , I ., GLENN F . KANNI , have hereunto si--.;t my hand and seal to th*is my lz�­_;t vii -11 and cons sting of two ( 2 ) typewr i ttet,j Pages , the t , r�;t one Of wh J ch bears my signature 'I i,j the iyjP_r­g 11-1 f'o r. i c,I 19 day of Fe-bruLiry , r K'.ANNI Signed, :pealed , pub] i shed and declared by the above-named testator , GLENN F . KANN , as and for h is I ast w 11 1 and testament in the presence of us, who have hereunto subscribed our names at his requei;t as wi ,t.nesse_,-- thereto, in the presence, of said testator- and of each other . ADDRESS L ADDRESS,-,7f,/1,,j7 COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF CUMBERLAND: We ., GLENN F. KANN , KANDI L. LENKER and GINA M. MCNALLY . , the testator and witnesses , respectively whose narries are signed to the fore_qo,,, ng or attached instrument , -being first duly sworn , do hereby y declare to the undersigned authority that the testator signed and executed the instrument as his last will and testament and that he signed willingly and 'that he executed as his free and voluntary act for tille purposes therein expressed, and that each of the witne!�ses , in the Presence and hearing of the testator signed the will as witness and that to the best of their knowledge , the testator~ was at the time 18 or more years of age , of sound mind and under no constraint or-, undue influence . GLENN,j-- . KANN P Vj J E W'l T..N E 3 S Subscribed , sworn to and acknowledged before me by GLENJV F , KANN, the Testator , and sul:iscrit)ed to and sworn or affirnred �c before ine, by KANDI L R and GINAM. MCNALLy witnesses , this day of February . 1991 . WTARK SEAL JDAN E-VILK,NOTARY PUILIC CARL16LE DDRO,CUMBERLAND COUNTY U Y A R P U MY COMMISSION EXPIRES.MARCH 23, 7892 -, 201-CT—Warranty Deed-,Short Form—Act 1909—Double Sheet /I R'' Henry Hall, Inc.,Indiana, Pa. �`•l Tbt" !9 MADE THE /)t� dap of April in the year of our Lord one thousand nine hundred and/sixty-one. BET117EEN PAUL H. KANN and FLORENCE E. KANN, husband and wife, both of Silver Spring Township, Cumberland County, Pennsylvania; Grantor s, and GLENN F. KANN of Silver Spring Township, Cumberland County, i 'Pennsylvania, Grantee YVITNESSETH, that in consideration of One ($1.00) Dollar and other good and valuable consideration was in hand paid, the receipt whereof is hereby acknowledged, the said grantors do hereby grant an convey to the said grantee , his heirs and assigns, ALL THAT CERTAIN tract of farm land, situated in Middlesex Town- ship, Cumberland County, Pennsylvania, composed of two separate parcels, bounded and described as follows: PARCEL NO. 1 - BEGINNING at a point in the Southern line of the back farm of the grantors, which point is the Northeastern corder of the farm of Francis Grosz; thence South 8 degrees East along the Eastern line of said Gosz farm, two hundred thirty (230) perches, more or less; thence South 73 degrees East thirty (30) perches, more or less;'thence North 13 degrees East along Parcel No. 2 hereinafter described, and along the Western line of land owned by Mary J. Herman, two hundred eight (208) perches to the Southern line of the back farm of the grantors; thence along the same North 72 1/2 degrees West one hundred sixteen and five-tenths (116.5) perches to the place of Beginning. PARCEL NO. 2 - BEGINNING at a point, the intersection of the Southern line of Highway Route No. 11 with the Eastern line of Parcel No. 1; thence along said Route No. 11, South 81 degrees East ten (10) perches, more or less to the Western line of the lots heretofore conveyed to Charles M. Pass et ux; IJ thence along the same in a Southerly direction five 'hundred sixty and three- tenths (560.3) feet,. to a point; thence along the same in an Easterly direction sixty-eight (68) feet to a point; thence along the same in a Southerly direction two hundred seventy-seven and five-tenths (277.5) feet to the Western lime of the farm of Bertha Snyder; thence along the same South 10 degrees West thirty-three (33) perches, more or less, to a point; thence in a Westerly ` direction twehty-three (23) perches to the Southeastern corner of Parcel No. 1; thence along the Eastern line of the same North 13 degrees East seventy-nine I (79) perches', more or less, to the place of Beginning. SAID farm consisting of Parcels Nos. 1 and 2 above described contain appkoximately ninety-seven (97) acres after deducting the three tracts excepted therefrom and hereinafter referred to. Said farm is the remaining portion of the farm conveyed to the grantors herein by deed of Fred S. Reese and wife j dated November 29, 1946 and recorded in Cumberland County, Pennsylvania, in Deed Book "K", Vol. 13, Page 36. I BooKW 20 "r.AI.A.080 s aoor,W 20 PncrI_084 THE within conveyance does not include three tracts of'land, the first' of which was conveyedby the grantors herein to the Atlantic Refining Company by deed dated August 7, 1947 and recorded in Deed Book "O", Vol. 13, Page 530, and the second of which was conveyed by the grantors herein to Charles M. Pass by deed dated September 5, 1947 and recorded in Deed Book "Q", Vol. 13, Page 51, and the third of which is a tract of land lying on the South side of U. S: Route 11 having a frontage of six hundred (600) feet along said highway and a depth of four hundred (400) feet from the present center line of said highway, the Western line of said tract being the Western line of the property conveyed to the'grantors as aforesaid, and is the same tract of land optioned by the grantors herein to Esso Standard Division of Humble Oil and Manufacturing Company by option dated May ,' 1960. THIS being a' conveyance from parents to a son the same is not taxable for State or local real estate transfer tax purposes. 1 , 4 1 i AND the said grantors do hereby covenant that they will WARANT generally ' the property hereby conveyed. I 1 RECORDED-OFFICE OF TFKT CLERK OF COURTS 5 RECORDER OF DEEDS / CUMBERLAND COUNTY PENNSYLVANIA I IN WITNESS WHEREOF, said grantors have hereunto set their hands and seals the day and year first above written. iii rt Amin ant 3alrli D r.j��1 eqn bttt Kann in the Prrsrncc of BE� - - BEAJL.)j Florence Kann ---- BE" ...--.-.............................................•. .---------------------------- — — I hereby certify that the precise residence and complete post office address of the within grantee is ,���' State of Pennsylvania l Cumberland }ss. County of J On this, the �� � day of April 19 61 , before me, 'the undersigned officer, personally appeared Paul H. Kannaid Florence E. Kann known to me (or satisfactorily proven) to be the person s whose name s aresul�kei�nd to the 6-th- in instrument, and acknowledged that they executed same for the purposd thersiil eon'tained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. 'P z NOTARY PUBLIC v C - -------------- - ------ CARLISLE, PA. yC6mfiission-ExpiresTufy�J;I96Title of b$tcerT - State of ss. County of On this, the day of , 19 before me, the undersigned officer,personally appeared known to me (or satisfactorily proven) to be the person whose name subscribed to the with- in instrument, and acknowledged.that executed same for the purposes therein contained. IN WITNESS WHEREOF, 1 hereunto set my hand and official seal. -------••------------------------------------------------- --•----f asp. 30JK f 1 0 S 5 Title of Officer. +n 6" do hereby certify that the precise residence and complete post office*a.M ess of the within named grantee is 19 i Attorneyfor ------------------------------------------------------ Z 10 " d VI- zz .H w z x z UT �D o w .. .. a.�.. ...._.. .� .. Cd q � U J 1 COMMONWEALTH OF PENNSYLVANIA SS. County of l � . RECORDED on this•---- - ------- day of-- -•----••--•--J-- A.D.19.jk in the Recorder's office of the said County, in Deed Book w - /p !3 Vol. --•------ ...... Page---------------•--------• t i Given under my and and the seal of the said office, the date above written. . .� ------ Recorder. J i f i i , 3 Tax Assessment Summary Market-Based Assessment 1701 Harrisburg Pike,Middlesex Cumberland Total Millage Rate AnnualReal Common Level Implied Market Parcel# Land Improvement Assessment Total Estate Taxes Ratio Value 21.07.0466-008 $369,200 '.5170,100 6539,300 0.01220901 $6,684 100.00% .$539,300 Tax Assessment Summary Market-Based Assessment 1701 Harrisburg Pike,Middlesex Township,Cumberland County Parce I# Land Improvement Assessment Total Estate Taxes Ratio Value 21.07.0466.008 1 S53;700 5170;100 5223;800 0.01220901 $2,7321 100.00% 5223.800 EXHIBIT TO SCHEDULE A PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE A - REAL ESTATE Estate of Glenn F. Kann Date of Death: February 5, 2013 Social Security No.: File No.: 21-13-0197 Cumberland County Tax Parcel Number 21-07-0465-008 ("63.5 acre tract"), including the residences,buildings and structures thereon, are all part of one operational farm unit. Pursuant to decedent's Will, this 63.5 acre tract is being transferred to two of his nieces and nephews, Janelle K. Egan and Timothy P. Kann. In the alternative, and only to the extent that the $539,300 value reported on Schedule A for the 63.5 acre tract is not accepted by the Department as the fair market value of the said tract, a 72 P.S. §9111(s) exemption for the entire 63.5 acre tract is claimed. Also, as a second tier alternative, and only to the extent that the 63.5 acre tract does not qualify as exempt under §9111(s), then a 72 P.S. §9122 valuation is claimed. 35598v1 P'ax Server J/1WZ01J 4 : 4'/ : Ub 'ANnM PAUL ( L/Ull rax berver f 'Sal �i/ )4e nt tl c» American Tunas American Funds Service Company Post Office Box 2280 Norfolk,Virginia 23501-2280 americanfunds.com JENNIFER DENCHAK WETZEL March 18, 2013 PERSUN&HEIM P.0 1700 BENT CREEK BLVD STE 160 MECHANICSBURG PA 17050-1870 Re: FUNDAMENTAL INVESTORS-A Account#5394-4344-10 GLENN F KAHN .._--_-.THE-INCOME FUND-OF AMERICA=A --- Account #5653-8418-06 GLENN F KANN Dear Ms.Wetzel: In response to your recent inquiry, we are providing instructions to change the ownership of the accounts referenced above.We have listed the item(s)needed to complete your request and have provided a description of each item for your convenience. -• Transfer Authorization/StockAssignment(enclosed)with signature guarantee •• Certified Letters Testamentary or Letters of Administration Transfer Authorization/Stock Assignment . The enclosed Transfer Authorization/StockAssignment provides the individual(s)authorized to transact on an account a convenient means to instruct us to transfer or sell shares from the account. Guidelines for obtaining a signature guarantee A signature guarantee must be performed by a bank,savings association,credit union,or member firm of a domestic stock exchange or the Financial Industry Regulatory Authority (FINRA),that is an eligible guarantor institution. The guarantee should be a stamp, although typewritten and handwritten guarantees are acceptable if accompanied by a raised corporate seal.The stamp must specifically say "signature guaranteed,"include the name of the guarantor institution and be signed by an authorized representative of the guarantor institution. We are unable to accept notarization by a notary public. 114" rn E t� li�ucdo, Fax Server 3/19/2013 4 : 47 : 06 AM PAGE 3/011 Fax Server d h JENNIFER DENCHAK WETZEL PERSUN&HEIM P C MARCH 18,2013 PAGE 2 .Letters Testamentary or Letters of Administration Letters Testamentary or Letters of Administration name the court-appointed executor,administrator, or personal representative of a deceased shareholder's estate.The Letters should have an original certification by the clerk of the court dated within 60 calendar days of receipt by American Funds. For a copy of the American Funds signature guarantee acceptance standards,please write"Signature Guarantee Standards"across the top,then fax your request to 888/421-4351. The table below reflects the share balance,per share net asset value(NAV),and total value of the accounts on the dates requested: Date Account number Share balance . NAV per share Total value 02/05/13 5394-4344-10 2,726.369 $ 42.98 $117,179.34 ,/lr� 02/05/13 5653-8418-06 13,781.529 18.64 256,887.70 03/15/13 5394-4344-10 2,726.369 44.20 120,505.51 03/15/13 5653-8418-06 13,781.529 18.94 261,022.16 Please note that closed funds within an account may affect our ability to provide an accurate account value on the date requested. Mutual fund share prices vary with the fluctuations of financial market share prices. You can find current and historical prices,as well as other details for all American Funds on our website or on many financial websites. No beneficiaries were named for the above referenced accounts.Also,there were no transfers processed within the last year. If you have any questions,please contact us at 800/421-4225.You can reach one of our service representatives Monday through Friday between 8 a.m.and 8 p.m.Eastern time. Cordially, American Funds Service Company Enclosure 03/22/2013 16: 08 3154143395 UITSYR PAGE !72/33 7 s J_6 BNY MELLO:N' March 22, 2013 Jennifer.Denchak Wetzel Fax#: (727) 620-244.2 RE: NUVEEN TAX-FREE PENNSYLVANIA.INSURED TRUST 125 A/C: oi3696i6 N/O: GLENN F KAHN RE: PENNSYLVANIA INSURED MUNICIPALS INCOME TRUST SERIES 63,77, 80 &175 - ---RE: ---INSURED..MUNICIPALS.INCOME_TRUST SERIES.83_&.84... ._ _ .......... A/C: 00099288 N/O: GLENN F KAHN RE: PENNSYLVANIA INSURED MUNICIPALS INCOME TRUST SERIES 6&7 A/C: 02621349 N/O: GLENN F KANN Dear Ms. Deneba Wetzel: Thank you for your inquiry concerning the redemption and/or transfer of the referenced Unit Investment Trusts. We will be pleased to redeem and/or transfer the units when we receive the following requirements: 1) The certificates to be redeemed or re-registered(photocopies are not acceptable). For your protection,please mail the certificates and all related documents in one package visa CERTIFIED OR REGISTERED MAIL,RETURN RECEIPT REQUESTED,to the address at the bottom of this page. 2) The enclosed Letter of Instructions (either transfer or redemption;both forms are enclosed)signed by the fiduciary of the estate exa ct! as the name appears on the Short Certificate.The signature must be guaranteed by an"eligible guarantor institution" meeting the requirements of SNX Mellon. These requirements.include membership or participation in one of the,following programs: • Securities Transfer Agents Medallion Program. (STAMP) Stock Exchange Medallion Program. (SEMI') • New York Stock Exchange, Inc.Medallion Signature Program.(MSP) 3) The enclosed Affidavit of Domicile. The Affidavit must be duly notarised with the notary's seal or stamp. The notary's commission expiration must be included. 4) An Inheritance Tax Waiver,if required.by statute in the state of domicile. P.O.Box 1613,Fast Syracuse,NY 13057 03/22/2013 16:08 3154143395 UITSYR PAGE U:V 30 In the event of transfer,please note the following: If distributions are to be mailed to an alternate payee,such as a bank-or broker,please complete and sign Section II of the Letter of Instructions. • if distributions are to be reinvested for the Nuveen fund only,please complete and sign Section'III of the Letter of Instructions. • A completed Form W-9 with a revision date of December 2011 or later is required. Please complete and return the eDclosed form cerffying the Social Security Number or Employer Identification Number for the new registration. To prevent 28%federal back- up withholding by the Internal Revenue Service,a Form W-9 must be submitted with your transfer request. In the event of redemption,please note the.following: .A.cornpleted.FormW-9-w.ith a-revision.date,of December eon or later. is required if "year end"tax reporting for this trai)saction should be issued to a Taxpayer Identification Number(TIN)other than the TIN currently shown on the account. Units will be redeemed at the bid price determined at the close of the New York Stock Exchange on the date the request is received,in proper order,by BNY Mellon. Proceed,-, will be mailed three(3)business days later; The per unit date of death value for the referenced funds was as follows; Fund-&Rengs- -Tr Bid Price A-ccrwe ltmemt Trade FAI-125 02/05/13 100 $25.16 $0.57 ;57 I-PA63 02/05/13 10 $46.11 $:L.-,t6 I-PA77 02/05/13 4 $59-01 $1.24 I-PA8o 021/05/13 10 $60.45 $1.26 /0 I-PAi75 02/05/13 12 $344-71 $4-611 '711 q/, kil IMIT83 02/05/13 40 $24-72 $1.20 103t IMIT84 02/05/13 30 $32-00 $1.35 10049,59 �IPAoo6 02/05/13 25 $46.74 $1.68 5�, LIPA007 02/05/13 25 $162.48 $4-.51 Yi-7 Y. Enclosed,please find the 2012 Tax Information Statement as requested. We trust this information proves helpful. If you have questions or require further assistance, please call our Customer Service Department at(800) 225-8530. We look forward to being of service. Very truly yours, Debra Damon Unit Investment Trust Customer Service Department Encls. J.P.Morgan v JPMorgan Chase Bank, N.A. ` `�11 Post Office Box 64504 St. Paul, MN 55164-0504 www.adr.com/shareholder GLENN F'KANN March 20, 2013 1701 HARRISBURG PIKE CARLISLE PA 17013-7302 Re: Financial Confirmation Dear Shareholder: Account Number: 7000427663 Registration: GLENN F KANN 1701 HARRISBURG PIKE CARLISLE PA 17013-7302 Account Creation Date: 1/21/05 Issue Name of Stock: .BANCO SANTANDER S.A. Total Share Balance on 2/5/13: 1,055.000 Certificate Shares: 0.000 DRS/Book-Entry Shares: 1,055.000 Dividend Reinvestment Plan Shares: 0.000 Dividend Amount Paid YTD: $221.79 Closing Price per Share on 2/5/13: $7.92000 Ticker Symbol for the Company is: SAN Stock Exchange: NYSE Please note that as a depositary, we are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. If you have any questions, please call our Contact Center toll-free at 888-810-7456. Our Contact Center Specialists are available 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 www.adr.com/shareholder. Sincerely, JPMorgan Chase Bank, N.A. I = I '`III I II I VIII VIII VIII 1111111 111111 IIII VIII III VIII 1 111 I III I I 11111 III III II II ZFNCJ079 11 1111 1Y 1Y 1Y 1 Y* SAN Historical Prices I Banco Santander, S.A..Sponsored Stock - Yahoo! Finance Page l of l New User?Register Sign In Help Make YI.My Homepage Mail My Y! Yahoo! Search SeardhlWeb , HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES -- -- - - - - GeiQuotea Finance Search Fri,Apr 19.2013,2:48pm EDT-US Markets close in 1 hr and 12 mins Dow-40.18%Nasdaq 7'1.13% RN Z gd f. SAN IS UP ..,,,.....,- nm.:itrade ..v Banco Santander,S.A.(SAN)-NYSE Add to Portfolio Like 21 -6.8550 +0.0550(0.81%) 2:48PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for: GO Set Date Range Daily oftStateFarm Start Date: Feb UST 5 2013 Eg.Jan 1,2010 Weekly End Date: Feb`'`` 6 2013 Monthly Dividends Only Get Prices You put First I Previous I Next I Last discounts Prices i your • Date Open High Low Close Volume Adj Close' Butyou Feb 6,2013 7.86 7.95 7.83 7.93 5,164,100 7.71 pocket can --� Feb 5,2013 7.88 7.98 7.86 7.92 6,849,300 7.70 all the money Close price adjusted for dividends and splits. First I Previous I Next I Last you save.to Spreadsheet Currency in USD. 17, R 12- = 7. 9 x 7, 9z x ion Lr/rte = 6P.qS_�5.. �v Copyright®2013 Yahool Inc.All rights reserved.Privacy Policy-About Our Ads-Terms of Service-CopydghVIP Policy-Sand Feedback-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahool nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahool site,you agree not to redistribute the Information found therein.Real-Time continuous streaming quotes are available through our premium service.You may turn streaming quotes on or off. Fundamental company data provided by Capital IQ.Historical chart data and dally updates provided by Commodity Systems,Inc.(CSI).International historical chart data,daily updates,fund summary,fund performance,dividend data and Morningstar Index data provided by Morningstar.Inc. httn•//finanr•a vahnn nnm/n/hr,9c=C ANRra=(11 Rr.h=SRr.r=7.(11 I&A=01&.e=6&,f==2013&g=d 4/19/2013 ScA U1 —T-kw l Shareowner Services OWNER P.O. Box 358333 E Pittsburgh,PA 15252-8333 000160 E I. , .- March 19, 2013 Company V ALLIED IRISH' Name 1F Name PERSUN &BEIM PC l_ _..__.__.._..._ Account Key KAHN-----GLENF00001 ATTN JENNIFER DENCHAK WETZEL —, .= PO BOX 659 IControl 11 201303180002591 MECHANICSBURG PA 17050 Number_.___..._i__..-_....__......_-_.__..__.---.-....__._..._ _._� Telephone 866-259-2282 Number � Re:-Estate of Glenn F Kann Dear Sir or Madam: We recently received an inquiry regarding the above referenced account. This individual account held 2400 certificated shares on February 5, 2013. Effective February 22, 2011, Allied Irish Banks plc went through a 1-for-5 reverse stock split. As per the-terms and conditions of the reverse split, all shareholders were issued 0.20 shares under new Cusip Number 01922880 for each. share held. In order to exchange the certificated shares,please complete and return the duly filled Letter of Transmittal along with required documents. Please follow the enclosed instructions to complete the Letter of Transmittal, and send the required documentation to address indicated (see the Letter of Transmittal for address information). Box 1 must be completed only if the new certificate or check should be issued into a different name other than the registration noted on the surrendered certificate. Box 2 must be completed if the new certificate or check is being mailed to a different address than the residence reflected above. Box 3 Your signature is required. Box 4 is mandatory if the shares are being forwarded to a third party. Please complete the Substitute Form W-9 on the second page of the Letter of Transmittal. The original stock certificates must be submitted along with your Letter of Transmittal. Photocopies are not acceptable. If the certificates are lost,please follow the instructions on the Letter of Transmittal. We hope you find this information helpfiil. If you require additional assistance, you may also speak with one of our Customer Service Representatives who are available during normal business hours by calling the above number or(201)680-6578. Page 1 of 6 L 1 Sincerely, _ Shareowner Services _c Page 2 of 6 Kann Date of Death: 02/05/2013 Estate of: Glenn Kann Valuation Date: 02/05/2013 Account: Kann Processing Date: 04/19/2013 Report Type: Date of Death Number of Securities: 1 File ID: KannGlenn Shares Security Mean and/or Div and Int Security or -Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 2400 ALLIED IRISH BKS P L C (019228808) SPON ADR ORD New York Stock Exchange 02/05/2013 1.04000 1.01000 H/L 1.025000 2,460.00 Total Value: $2,460.00 Total Accrual: $0.00 Total: $2,460.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) J.P.Morgan A -7- " JPMorgan Chase Bank, N.A. �1 / Post Office Box 64504 St. Paul, MN 55164-0504 www.adr.com/shareholder GLENN F KANN Y March 20, 2013 1701 HARRISBURG PIKE CARLISLE PA 17015-7302 Re: Financial Confirmation Dear Shareholder: Account Number: 7200672802 Registration: GLENN F KANN 1701 HARRISBURG PIKE CARLISLE PA 17015-7302 Account Creation Date: 9/17196 Issue Name of Stock: Alcatel-Lucent Total Share Balance on 2/5/13: 60.000 Certificate Shares: 0.000 DRS/Book-Entry Shares: 60.000 Dividend Reinvestment Plan Shares: 0.l)00 r Dividend Amount Paid YTD: $.00 Closing Price per Share on 2/5/13: $1.72000 Ticker Symbol for the Company is: ALU Stock Exchange: NYSE Please note that as a depositary,we are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. If you have any questions, please call our Contact Center toll-free at 800-990-1135. Our Contact Center Specialists are available 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 www.adr.com/shareholder. Sincerely, JPMorgan Chase Bank, N.A. 11�1111111111 11H 1111111111111 "ZFNCJ07911I1I1IYIYIYIY. ALU Historical Prices I Alcatel-Lucent Common Stock Stock - Yahoo! Finance Page 1 of 1 New User?Register Sign In Help Upgrade to Safer IE8 Mall My Y! Yahoo! Search SearchtW�b '! HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES Finance Search Fri,Apr 19,2013,3:07pm EDT-US Markets close in 63 mins Dow40.14%Nasdaq t1,12% and get up to " E�hTFtA�?E' �rT,Ir-�T 7��II (OPEN AN AG(fOl1N��, �'�A WARDr SIOURITIrS UO Alcatel-Lucent,S.A.(ALU)-NYSE Add to Portfolio Like 169 1.34t0.01(0.89%) 3:05PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for: GO Set Date Range Daily Start Date: Feb°'` 5 2013 Eg.Jan 1,2010 Weekly I I I I End Date: Feb > ; 6 2013 Monthly U'SlGk 10 f Dividends Only Get Prices First Previous I Next I Last Prices �- I e Date Open High Low Close Volume Adj Close* Feb 6,2013 1.68 1.74 1.67 1.71 16,822,200 1.71 Feb 5,2013 1.71 1.74 1.69 1.72 11,123,300 1.72 'Close price adjusted for dividends and splits. First Previous I Next I Last i �iDownload to Spreadsheet Currency in USD. WIN A CUMM NISSAN NV200' 7� Jr -73 12- - pis ENTER TO WIN ) / 71S X /0 Z. Copyright 19 2013 Yahool Inc.All rights reserved.Privacy Policy-About Our Ads-Terms of Service-CopyrighViP Policy-Send Feedback-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahool nor any of independent providers Is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahool site,you agree not to redistribute the information found therein.Reai-Time continuous streaming quotes are available through our premium service.You may turn streaming quotes on or off. Fundamental company data provided by Capital IQ.Historical chart data and daily updates provided by Commodity Systems,Inc.(CSI).International historical chart data,daily updates,fund summary,fund performance,dividend data and Morningstar Index data provided by Morningstar.Inc. 1,rtr.•//T111 &,_9c=AT TTRra—()1 Rrh=GRrr•-7(11 2Rrr1—(11 Rra=A Rrf*=)011Rrrrcrl All Q/7()1 2 April 2, 2013 Shareowner Services Post Office Box 64874 St. Paul, MN 55164-0874 www.shareowneronline.com GLENN F KANN ATTN JENNIFER DENCHAK WETZEL 1700 BENT CREEK BOULEVARD SUITE 160 PO BOX 659 MECHANICSBURG PA 17055-0659 Re: Financial Confirmation Dear Shareowner: Account Number: 3406030237 Registration: GLENN F KANN 1701 HARRISBURG PIKE CARLISLE PA 17015-7302 Account Creation Date: 1/3/2006 Issue Name of Stock: CBS Corporation Total Share Balance on 2/5/2013: 173.000 Certificate Shares: .000 DRS/Book-Entry Shares: 173.000 Dividend Reinvestment Plan Shares: .000 Dividend Amount Paid YTD: $41.52 Closing Price per Share on 2/5/2013: $42.33000 Ticker Symbol for the Company is: CBS Stock Exchange: NYSE _Please_note th.at.as.a.transfer agent, we.:are.not-d rectly,.connected_to the stock.market. The above price is given as.an estimate and is not a guarantee of a specific price. If you have any questions, please call our office toll-free at 866-595-1717. Our Shareowner Relations Specialists are available 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 www.shareowneronline.com. Sincerely, Wells Fargo Shareowner Services VIII 11111111111111 IN 111111111111111111111111111111111111111111111111111111111111111 III csxs ssa *ZFNC0092125411111YlYlYIY* CBS Historical Prices I CBS Corporation Class B Common Stock - Yahoo! Finance Page l of l New User?Register Sign in Help Gat new Yahool Mall apps Mail My Y! Yahoo! Search i"' S'er,ChV�9l)+MJ HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES �Get±Wgofe8;1' Finance Search Fri,Apr 19.2013,3:64pm EDT-US Markets close in 6 mins Dow t0.03%Nasdaq.t 1.24 ?LQANtt? Fidelity"Cash CBS IS UP Management !� Am�►ttradr.o' Account r ra e CBS Corporation(CBS)-NYSE Add to Portfolio Like 19 46.03 t 1.32(2.95%) 3:54PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for: GO Set Date Range Daily Start Date: Feb Vii' 5 2013 Eg.Jan 1,2010 Weekly End Date: Feb 6 2013 Monthly Dividends Only Get Prices First I Previous I Next I Last Prices-------------------------- Date Open High LOW Close Volume Adj Close* Feb 6,2013 42.23 42.32 41.87 41.98 4,216,000 41.87 Feb 5,2013 42.18 42.57 41.89 42.33 3,342,200 42.22 'Close price adjusted for dividends and splits. First I Previous I Next I Last �4Download to Spreadsheet Currency in LISD. ya. 23 X i 73 = 72d,5 , 7 9 Copyrighl®2013 Yahoo[Inc.All dghls reserved.Privacy Policy-About Our Ads-Terms or Service-CopyrighglP Policy-Send Feedback-Yahoo!-ABC NBWS Network Quotes are real-time for NASDAQ.NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo!nor any of Independent providers is liable for any informational errors.incompleteness,or delays,or for any actions taken In reliance on information contained herein.By accessing the Yahoo!site,you agree not to redistribute the information found therein.Real-Time continuous streaming quotes are available through our premium service.You may turn streaming quotes on or off. Fundamental company data provided by Capital IQ.Historical chart data and daily updates provided by Commodity Systems,Inc.(CSI).International historical chart data,daily updates,fund summary,fund performance,dividend data and Morningstar Index data provided by Morningstar.Inc. Al Qi?n11 April 2, 2013 Shareowner Services Post Office Box 64874 St. Paul, MN 55164-0874 www.shareowneronline.com GLENN F KANN ATTN JENNIFER DENCHAK WETZEL 1700 BENT CREEK BOULEVARD SUITE 160 PO BOX 659 MECHANICSBURG PA 17055-0659 Re: Financial Confirmation Dear Shareowner: Account Number: 3402554692 Registration: GLENN F KANN 1701 HARRISBURG PIKE CARLISLE PA 17015-7302 Account Creation Date: 1/3/2006 Issue Name of Stock: Viacom Inc. Total Share Balance on 2/5/2013: 173.000 Certificate Shares: .000 DRS/Book-Entry Shares: 173.000 Dividend Reinvestment Plan Shares: .000 Dividend Amount Paid YTD: $47.58 Closing Price per Share on 2/5/2013: $59.35000 Ticker Symbol for the Company is: VIAB Stock Exchange: NASDAQ Please_.note-that-as-.a-t ran sfer-agent,_we..are.not.directly connected.to.the.stock.rnarket...The above-price is giv.en,as an estimate and is not a guarantee of a specific price. If you have any questions, please call our office toll-free at 800-507-7799. Our Shareowner Relations Specialists are available 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 www.shareowneronline.com. Sincerely, Wells Fargo Shareowner Services VIII IIIIIII IIIIII IIII IIIIII III II II VIII VIII VIII VIII VIII VIII VIII VIII IIII (III IIII 91 *ZFNCO092191 11 11 IYIYIYIY,. VIAB Historical Prices Viacom Inc. Stock - Yahoo! Finance Page 1 of 1 New User?Register Sign In Help Preview Mall wl YI Toolbar Mail My Y! Yahoo! Search HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES Get.Qu 5��tes Finance Search Fri,Apr 19,2013,4:27pm EDT-US Markets are closed Dow 4'0.07%Nasdaq.+1.215 ., ,, wOpENiA IA1 N�A000Ufj�;. -TRADE SECURITIES ELO Viacom,Inc. (VIAB)-NasdagGS Add to Portfolio Like 3 66.18 +1.13(l.74%) 4:OOPM EDT I After Hours:66.13 10.04(0.06%)4:14PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for: GO Set Date Range r Dally Start Date: Feb t`:� 5 2013 Eg.Jan 1,2010 Weekly HOTELS- End r 1 Date: Feb 6 .2013 Monthly Dividends Only Get Prices e First I Previous Next I Last Prices Date Open High Low Close Volume Adj Close' °, Feb 6,2013 58.50 59.58 58.50 59.20 4,545,500 58.94 "r ty Feb 5,2013 59.56 59.75 59.17 59.35 3,112,500 59.09 r Y, Close price adjusted for dividends and splits. First I Previous I Next I Last ��Download to Spreadsheet / (� Currency in USD. �^ r0 1 _ /I F. r p 2_1Z 5 / Room Laundry Free Wi-Fi -73 1 from u/a Copyright Q 2013 Yahool Inc.All rights reserved.Privacy Policy-About Our Ads-Terms of Service-CopyrightnP Policy-Send Feedback-Yahool-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo!nor any of Independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken In reliance on information contained herein.By accessing the Yahool site,you agree not to redistribute the information found therein.Real-Time continuous streaming quotes are available through our premium service.You may turn streaming quotes on or off. Fundamental company data provided by Capital 10.Historical chart data and daily updates provided by Commodity Systems,Inc.(CSI).International historical chart data,daily updates,fund summary,fund performance,dividend data and Morningstar Index data provided by Morningstar,Inc. httn•//finanr•a vahnn rnm/n/hrt7c=VTAR.Qra=(11 RTh=SR,•r•=7(11�Rrrl=(11 Rra=tiR.f==7(11�Rra=rj 4/1 A/��1� f Thins Vanguard® P.O. Box 2600 March 20, 2013 valley Forge, PA 19482-2600 www.vanguard.com JENNIFER DENCHAK WETZEL PERSUN & HEIM PC PO BOX 659 MECHANICSBURG PA 17055-0659 Re: Estate of Glenn F. Kann Dear Ms. Wetzel: I am responding to the letter we received requesting a valuation of Glenn F. Kann's Vanguard account as of February 5, 2013. The information requested is included on the enclosed account value report.. The account has no named beneficiary. If you have any questions, please contact me at 888-237-9045, Ext. 40321.1 will be pleased to assist you. You can reach me on the following business days: Monday 8 a.m. to 4 p.m. and Tuesday through Friday from 8:30 a.m. to 5 p.m., Eastern time. Sincerely, Diana McManus Transition Associate Enclosure(s): ** Glenn F. Kann Individual Account Value Report 52295949 USPL Page > 1 of 1 V" ard* Glenn F.Kann Z 1701 Harrisburg Pike Voyager Services:800-284-7245 Carlisle, PA 17015-7302 Total report value: $336,830.59 (Total report value includes any accrued dividends.) ........_.__ MEMO,_.. _..r,;:,, r.,..'7L ,^.c;u.r:vws.lE.._ .�,.F�;fl.=i; ""*'l.,wt.'ti?_..:'"'r.:.. - -`.' "�r_r.:�n.=.ew,T`-w+x, ; .r-..,a- :._s x.n:irt_.�-�` _-r.._?",'xYC.'��"�� .:>fT, � c? i' ,�' .r�- '.tr ,.,; y' -rata' `wa1;:�,-,a;'",t3?„ a - _.t 'e �:. � u a& A.cco. { a eMM },� x rice e'er o4cer e 4 I?lamlef�;,,:,:_._ Cc1:�F - ,=;.1 t, r P_ ....Y.., .,.:,�,,,.,.,.._,.,..:u:a. F., ...s"=:,..:-.d.,, .e,.,,.--:x,G�•-::,-. rv, I]4Y_v^.v,.-1.-'vd . s!:s:; r r,[._,� r i§ .F_4„ 3r_•.I.7. 4 �-^.,.zxs{u:.T �,r,,°;fir� - uti,S�al'et_ , ..i�/alue?,,= DI1/�C�ends�, �.. Y :. w"'I'm zatSiaw-M.— .�¢dl�[ah�u� :.bz i_u i�rv: ���b so 3e t�=�u•Ifl[ctL,'a'����uRY a+�»�J,:_nk a��+m�n i3{.:y IM MI �k iz �}LP'” ✓Wellington Fund Admiral 0521-067' 906337330 12/08/2011 962.665 $60.80 $58,530.03 - sx.xi Weington uhtl��rjrl r r 'k002 �?0453`ISl00 (3 �127r�{1/�969i 7,8038 412r $35,2D 52 t$247,�7 10a M.,NiI.-I ,/ Wellington Fund Inv 0021 09790336878 11/01/1985 867.854 $35.20 $30,548.46 - �� u4;iR r4�v q? i �k' Tc3fals " $336,830F59 $0'00; "Doesn't include accrued dividends. 11 z1f 0512883850 03/20/2013 15:05:18 a: t� Did you know? Most shareholders can manage their holdings online with free (Computershare access to Computershare's Investor Centre T14 website. Use this simple tool to quickly and easily update account information, sign up for electronic delivery of documents and more. Enroll FREE today,at www.compgtersh.are.com/investor. Computershare Investor Services �; mss. `250'I?oyall Street Canton Massachusetts 02021 C � t� ,f www.computershare.com JENNIFER DENCHAK 1NETZEL PERSUN & HEIM:�PC 1700=BENT CREEK BLVD SUITE 160 MECHANICSBURG PA 17050 March 25, 2053- 7` Company: AT&T INC. Registration: GLENN F KANN Holder Account Number: C2003951980 Document I.D.: 13078WF00262008 Our Reference: ATT/1000003627/3/ 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 for accounts registered to Glenn F. Kann as of February 05, 2013. Company Name: AT&T Inc. / Account Number: C2003951980 Shares Held by Agent: 1337 Shares Held in Certificate Form by Holder: 0 Total Shares: 1337 Closing Price Per Share: $35.35 , Company Name: LSI Corporation f `t Account Number: C3002004487 Shares Held by Agent: 100 Shares Held in Certificate Form by Holder: 0 Total Shares: 100 Closing Price Per Share: $7.22 Company Name: The PNC Financial Services Group Z em 1'S Account Number: C0000432067 Shares Held by Agent: 1,739.744839 Shares Held in Certificate Form by Holder: 1,710 Total Shares: 3,449.744839 Closing Price Per Share: $63.19 Attached are the form and instructions needed to transfer stock to a new account or another holder. For your convenience, these forms can also be printed from our website at www.computershare.com/investor. Select"Help"at the top right of the page and then select from the applicable Transfer of Ownership forms provided in the"Printable Forms"section. T Historical Prices I AT&T Inc. Stock - Yahoo! Finance Page l of l New User?Register Sign In Help Upgrade to Safer IES Mall My Y! Yahoo! Search SealcF�{Vlieb""'?fix; ! HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES 'G8+Quotes Finance Search Mon,Apr 22,2013,2:48pm EDT-US Markets close in 1 hr and 11 mins Dow+0.16%Nasdaq 4•'0.96% re=: {OP,BN°AN;AGCQUfJ�p - [*TARO[S[OUAITI[S[[o AT&T,Inc.(T)-NYSE Add to Portfolio Like 761 38.71 +0.43(1.11%) 2:48PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices-for: GO Set Date Range Dally Start Date: Feb 5 2013 Eg.Jan 1,2010 Weekly End Date: Feb c 5 2013 Monthly Dividends Only Get Prices First I Previous I Next I Last Prices i i Date Open High Low Close Volume Adj Close' Feb 5,2013 35.38 35.63 35.33 35.35 20,928,300 34.93 Close price adjusted for dividends and splits. First I Previous I Next I Last Download to Spreadsheet Currency in LISD. 25 (�3 3S ,33 l `lf 133 7 y7 V O3 74 Copyright 02013 Yahoo[Inc.All rights reserved.Privacy Policy-About Our Ads-Terms of Service-CopyrightAP Policy-Send Feedback.Yahoo!-ABC News Network Quotes are real-time for NASDAQ.NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo!nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahool site,you agree not to redistribute the information found therein.Real-Time continuous streaming quotes are available through our premium service.You may turn streaming quotes on or off. Fundamental company data provided by Capital IQ.Historical chart data and daily updates provided by Commodity Systems,Inc.(CSI).International historical chart data,daily updates,fund summary,fund performance,dividend data and MDrningslar Index data provided by Morningstar.Inc. 1�1+. •// rTOnna �ral�nnnnm/n/1,r�rJc=TRra—(��Rr} —SR�r=7n��Rrlj=n)R�P.=SRrf=7n��R7.O=(j 4/7.7/2013 n LSI Historical Prices LSI Corporation Stock - Yahoo! Finance Page 1 of 1 New User?Register Sign In Help Upgrade to Safer IEB Mail My Y! Yahoo! Search (�¢Seaich;Web'° HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES Get d ea ,' Finance Search Mon,Apr 22,2013,2:50pm EDT-US Markets close in 1 hr and 10 mins Dow?0.15%Nasdaq+0.94% N6FEE GE MORE ON LS 1 ..j I ATM ACCESS I p A>TMriltAde%, AT E*TRAOE,, I fad0 [41RNfif SLG4el11[I LL`� LSI Corporation(LSI)-NasdagGS Add to Portfolio 6.1450 t 0.0450(0.74%) 2:50PM EDT-Nasdaq Real Time Price Historical Prices Gat Historical Prices for: GO Set Date Range Dally Start Date: Feb ., 5 2013 Eg.Jan 1,2010 Weekly End Date: Feb';? 5 2013 Monthly Dividends Only Get Prices First I Previous I Next I Last Prices Date Open High Low Close Volume Adj Close' Feb 5,2013 7.22 7.27 7.12 7.22 9,967,600 7.22 Close price adjusted for dividends and splits. First Previous I Next I Last A1Download to Spreadsheet Currency in USD. X 0-0 Copyright 0 2013 Yahool Inc.All rights reserved.Privacy Policy-About Our Ads-Terms of Service•CopyrighlnP Policy-Send Feedback-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahool nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahool site,you agree not to redistribute the Information found therein.Real-Time continuous streaming quotes are available through our premium service.You may turn streaming quotes on or off. Fundamental company data provided by Capital 10.Historical chart date and daily updates provided by Commodity Systems,Inc.(CSI).International historical chart data,daily updates,fund summary,fund performance,dividend data and Morningstar Index data provided by Morningstar,Inc. Ir4 d=01&e=5&f=2013&a=d 4/22/2013 4PNC Historical Prices I PNC Financial Services Group, I Stock - Yahoo! Finance Page 1 of 1 New User?Register Sign In Help Make YI My Homepage rn" Mail My Y! Yahoo! Search I' xsta{bji`+VVe63; I ._... . .........._..._................... _. HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES �)Geti-Quo)es;} Finance Search Mon,Apr 22.2013.2:50pm EDT-US Markets close in 1 hr and 10 mins Dow 0.16%Nasdaq 0.94% OFlEf3/AN AGGO�IN - ar ,xr,,5 Fide%I ra' ow rMIRRer srCUA R[s LLC The PNC Financial Services Group,Inc.(PNC)-NYSE Add to Portfolio 65.51 0.28(0.43%) 2:50PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices tor; GO Set Date Range Dally Start Date: Feb 5 2013 Eg.Jan 1,2010 Weekly End Date: Feb :r_ ; 5 2013 Monthly Dividends Only Get Prices First I Previous I Next I Last Prices Date Open High Low Close Volume Adj Close' ' Feb 5,2013 62.95 63.40 62.67 63.19 2,132,900 62.78 PRESEN TS. 'Close price adjusted for dividends and splits. First I Previous I Next I Last ADownload to Spreadsheet Currency in USD. 2 41 -Ile 7 Copyright®2013 Yahool Inc.All rights reserved.Privacy Policy-About Our Ads-Terms of Service-CopyrightAP Policy-Send Feedback-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoo!nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahool site,you agree not to redistribute the information found therein.Real-Time continuous streaming quotes are available through our premium service.You may turn streaming quotes on or off. Fundamental company data provided by Capital IQ.Historical chart data and daily updates provided by Commodity Systems.Inc.(CSI).International historical chart data,daily updates,fund summary,fund performance,dividend data and Morningstar Index data provided by Morningstar,Inc. kffn•//-R-nanr-P wnlhnn (trim/n/hn7c=PNc..ks=n1 k.h=5&r,=701 1k.d=01&e=5&f=2013&a=d 4/22/2013 March 22, 2013 !r` Shareowner Services Post Office Box 64874 St. Paul, MN 55164-0874 www.shareowneroniine.com/comcast GLENN F KANN JENNIFER DENCHAK WETZEL 1700 BENT CREEK BOULEVARD SUITE 160 MECHANICSBURG PA 17050 Re: Financial Confirmation -Dear-Shareowner: -- -- Account Number: 3501193623 Registration: GLENN F KANN 1701 HARRISBURG PIKE CARLISLE PA, 17013-7302 Account Creation Date: 11/18/2002 Issue Name of Stock: Comcast Corporation Total Share Balance on 2/5/2013: 150.000 Certificate Shares: .000 DRS/Book-Entry Shares: 150.000 Dividend Reinvestment Plan Shares: .000 Dividend Amount Paid YTD: $24.38 Closing Price per Share on 2/5/2013: $39.24000 Ticker Symbol for the Company is: CMCSA Stock Exchange: NASDAQ Please note that as a transfer 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 specific price- If you have any questions, please call our office toll-free at 888-883-8903. Our Shareowner Relations Specialists are available 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 www.shareowneronline.com. Sincerely, Wells Fargo Shareowner Services 1111I 1E III 111111 I'll 111111 III IIII I111I VIII 11111 VIII VIII IIII VIII VIII VIII III IN •ZFNCO081 I18I1 11 IYIYIYIY„ is CMCSA Historical Prices I Comcast Corporation Stock - Yahoo! Finance Page l of 1 New User?Register Sign In Help Preview Mall wl YI Toolbar Mall My YI Yahoo! _. ............ .... ---.. __ ..__..,._._.. ........_.._,.... ........--------------- —..,......_. { Search y SaaCdhWel3r S HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES Gef W o ea Finance Search Mon.Apr 22,2013.2:52pm EDT-US Markets close in 1 hr and 8 mins Dow 7'0.18%.Nasdaq*0.99% -'" - r" 50PENiAN-A4rGtOUN"c, �;tll A. r1 d " � CMCSP Fillitelly.; '_w �,•,_�.,.,,"-,-,� [NTRFD[SreVRnl[f tLa ComcasstCorporation(CMCSA).NasdagGS Add to Portfolio I Like 40.54 40.02(0.05%) 2:52PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for: GO Set Date Range Daily Start Date: Feb ':5 2013 Eg.Jan t,2010 Weekly End Date: Feb Monthly 5 2013 Dividends Only Get Prices First I Previous I Next I Last Prices Date Open High Low Close Volume Adj Close' Feb 5,2013 38.48 39.47 38.22 39.24 16,357,500 39.06 Close price adjusted for dividends and splits. First I Previous I Next I Last r�Download to Spreadsheet Currency in USD. -7-16171 L13 Copyright®2013 Yahoo]Inc.All rights reserved.Pfivacy Policy-About Our Ads-Terms of Service-CopyrighVIP Policy-Send Feedback-Yahoo!-ABC News Network Quotes are real-time for NASDAQ,NYSE,and NYSE MKT.See also delay times for other exchanges.All Information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahoos nor any of independent providers is liable for any Informational errors,incompleteness,or delays,or for any actions taken in reliance on information contained herein.By accessing the Yahool site,you agree not to redistribute the information found therein.Real-Time continuous streaming quotes are available through our premium service.You may turn streaming quotes on or o8. Fundamental company data provided by Capital IQ.Historical chart data and daily updates provided by Commodity Systems,Inc.(CSI).International historical chart data,daily updates,fund summary,fund performance,dividend data and Morningstar Index data provided by Morningstar,Inc. httr,•//finanra va}tnn �nm/n/hn9c=('MC CARS.a=(11Rrh=SRS.n=7.f 11�Rt.d=nlc4te=Sc4�f=2n�3&t?=t3 4/22/2013 Estate Valuation Date of Death: 02/05/2013 Estate of: Glenn Kann Valuation Date: 02/05/2013 Account: Glenn Kann Processing Date: 07/31/2013 Report Type: Date of Death Number of Securities: 2 File ID: KannGlenn3 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 1827 SUSQUEHANNA BANCSHARES INC PA (869099101) COM The NASDAQ Stock Market LLC 02/05/2013 11.56000 11.28000 H/L 11.420000 20,864.34 2) 4575 M & T BK CORP (55261F104) COM New York Stock Exchange 1,)��„1/1 02/05/2013 104.63000 102.66000 H/L YY'' 103.645000 979,175.88 Total Value: $995,040.22 _-_Total-Accrua-l- -,T...._.-,__,.__ _ . T Total: $995,040.22 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) MTB Historical Prices I M&T Bank Corporation Common Sto Stock - Yahoo! Finance Page 1 of 1 7 New User?Register Sign In Help Preview Mail w/YI Toolbar Mail My YI Yahoo! IFSearchSearcfsWgb. -- HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES .-Get(JUOfes Finance Search Mon,Apr 22,2013,2:55 pm EDT-US Markets close in 1 hr and 5 mins Dow 0.17%Nasdaq 1.01% is s+pta�a;�-.�tr�..ltem< Fide/Ity MTBr ' E 'SSTRfADE' � NITB M �QPEN1ANiA,�COUI�1 .� .. {_..... rmmeor rrovsmri uo M&T Bank Corporation(MTB)-NYSE .Add to Portfolio 98.83 0.08(0.08%) 2:54PM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for: GO Set Date Range Daily Start Date: Feb�t. a 5 2013 Eg.Jan 1,2010 Weekly End Date: Feb l x 5 2013 Monthly Dividends Only Get Prices First I Previous Next I Last i Prices I Date Open High Low Close Volume Adj Close' Feb 5,2013 103.08 104.63 102.66 104.46 773,300 103.75 PRESEN TS: 'Close price adjusted for dividends and splits. First I Previous I Next Last rMiDownload to Spreadsheet Currency in USD. a07 Z9/z = 1c3, gs' WSJ, 7s PT Copyright®2013 Yahool Inc.All rights reserved.Privacy Policy-About Our Ads-Terms of Service-CopyrighVIP Policy-Send Feedback-Yahool-ABC News Network Quotes are real-time for NASDAQ.NYSE,and NYSE MKT.See also delay times for other exchanges.All information provided"as is"for informational purposes only,not intended for trading purposes or advice.Neither Yahool nor any of independent providers is liable for any informational errors,incompleteness,or delays,or for any actions taken In reliance on information contained herein.By accessing the Yahool site,you agree not to redistribute the information found therein.Real-Time continuous streaming quotes are available through our premium service.You may turn streaming quotes on or off. Fundamental company data provided by Capital IQ.Historical chart data and daily updates provided by Commodity Systems,Inc.(CSI).International historical than data,daily updates,fund summary,fund performance,dividend data and Morningstar Index data provided by Morningstar,Inc. httD:Hfinance.Yahoo.com/q/hp?s=MTB&a=01&b=5&c=2013&d=01&e=5&f=2013&g=d 4/22/2013 Delaware Investments° A member of Macquarie Group MAC QUARIE "T�f U April 03, 2013 JENNIFER WETZEL 1701 HARRISBURG PIKE CARLISLE PA 17015-7302 RE: Delaware Investments Reference Number: 6563981312/3316420 Account: 456/448-XXXXXX7415 Registration: GLENN F KANN Dear Ms. Wetzel: Thank you for allowing Delaware Investments®to continue serving your investment needs. As of the close of business on February 5, 2013,the above referenced funds were valued as follows: Account/Fund Number Share..Balance Price Per Share Market Value XXXXXX74.15/456 3,552.739 $13.22 $46,967.21 XX XXXX7415/448 5,183.601 1.12.01 $62,255.05 m J j Please provide Reference Number 6563981312/3316420 on all future related correspondence. If you have any questions or require assistance,please contact our Service Center between 8:30 a.m. and 6:00 p.m.Eastern Time,Monday through Friday at(800) 523-1918. Sincerely, —.=— Christopher-Metanchuk Customer.Service Representative /hG�u.aLc.o u.Gf �7 ��� � t�e.�✓L -d�X`C�i vH a.�r�^P --��i.�►t,c,z�tJ� Sc11 6 , T o7t Estate Valuation Date of Death: 02/05/2013 Estate of: Glenn Kann Valuation Date: 02/05/2013 Account: Kann Processing Date: 09/23/2013 Report Type: Date of Death Number of Securities: 3 File ID: KannGlenn2 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 69 DELPHI CORP (297126105) COM Other OTC' �"� l 10/06/2009 0.05200 0,03810 H/L ,/GCkY+` � 0.095050 N/A ✓ Last price available on 10/06/2009 2) 18 MOTORS LIQ CO (370992105) COM ,1,0 Other OTC 03/31/2011 0.09630 0.09210 H/L 0.099200 N/A Las't price available on 03/31/2011 3) 20 AGERE SYS INC (00895V308) New York Stock Exchange 03/30/2007 22.62000 21,72000 H/L 22.170000 N/A Last price available on 03/30/2007 Total Value: $0.00 Total Accrual: $0.00 Total: $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) 27 Estate Valuation Date of Death: 02/05/2013 Estate of: Glenn Kann Valuation Date: 02/05/2013 Account: Glenn Kann Processing Date: 07/31/2013 Report Type: Date of Death Number of Securities: 2 File ID: KannGlenn3 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 1827 SUSQUEHANNA BANCSHARES INC PA (869099101) COM The NASDAQ Stock Market LLC 02/05/2013 11.56000 11.28000 H/L 11.420000 20,864.34 2) 4575 M & T BK CORP (55261F104) COM New York Stock Exchange 02/05/2013 104.63000 102.66000 H/L 103.645000 474,175.88 Total Value: $495,040.22 ----Total_Accrual .. ._ _ —...-. --......_.. ._._.. _.,..,_ .. ._. ...,_ ___ . ..._.�__...,......____ .. - --__. _..._._.._. .... .5:0_.00._ ...__ .._...___. . __....._. ._.._ Total: $495,040.22 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com, (Revision 7.3.1) .Susquehann '50 Susquehanna Bancshares,Inc. 26 North Cedar Street Lititz,PA 17543-7000 July 24, 2013 Tel 717.625.6204 Fax 717.625.0331 Persun & Heim, P.C. 1700 Bent Creek Blvd, Ste 160 Mechanicsburg, PA 17050 RE: Estate of Glenn F. Kann,Deceased SS#204-30-6292 Dear Ms. Burnham: _._--I-m vesting"in response-to-your-inquiry-on-the-above-referenced-person- Transfer Agent records indicate there are 1,827 shares of Susquehanna Bancshares, Inc. common stock registered to TIMOTHY P KANN EXEC EST OF GLEN F KANN. The shares were transferred into the estate account on June 21, 2013. Prior to that they were issued in the registration of Glenn F. Kann on the following dates: Certificate Issue Surrender Issue Date Number Shares Reason Date 07/01/1998 0049927 609.000 3 for 2 stock split 06/21/2013 07/02/1997 0041471 406.000 3 for 2 stock split 06/21/2013 08/27/1993 0029591 162.000 5 for stock split 06/21/2013 07/24/1989 0021128 650.000 New issue 06/21/2013 The shares trade on the Nasdaq Global Select Market under the symbol SUSQ. The price reflected by Nasdaq on the date of death, February 5, 2013, was a high of$11.56 and a low of$11.28. The stock closed at$11.50 per share on this date. If you need transfer instructions you may contact our transfer agent,American Stock Transfer & Trust Company, at their toll free number 1-866-828-8176. If I can be of further assistance,please feel free to contact me. Sincerely, Imo_ Jo n McCracken Stock Administration Specialist c "" wl 23 Vagumde P.O. Box 2600 March 20, 2013 Valley Forge, PA 19482-2600 www.vanguard.com JENNIFER DENCHAK WETZEL PERSUN & HEIM PC PO BOX 659 MECHANICSBURG PA 17055-0659 Re: Estate of Glenn F. Kann Dear Ms. Wetzel: I am responding to the letter we received requesting a valuation of Glenn F. Kann's Vanguard account as of February 5, 2013. The information requested is included on the enclosed account value report The account has no named beneficiary. If you have any questions, please contact me at 888-237-9045, Ext. 40321. 1 will be pleased to assist you. You can reach me on the following business days: . Monday 8 a.m. to 4 p.m. and Tuesday through Friday from 8:30 a.m. to 5 p.m., Eastern time. Sincerely, dU-UA-At 111 GYh a.t Diana McManus Transition Associate Enclosure(s): ** Glenn F. Kann Individual Account Value Report 52295949 UL s Page > 1 of 1 Glenn F.Kann 1701 Harrisburg Pike Voyager Services:800-284-7245 Carlisle, PA 17015-7302 Total report value: $336,830.59 (Total report value includes any accrued dividends.) Oil im�!�Igptli •�a' by ✓Wellington Fund Admiral 0521-09790337330 12/08/,2011 962.665 $60.80 $58,530.03 - fi�r+1 _ w �v. _}auwy ,q ar: --xM�e; r ._¢ elllt 6 `, ' t X rrW ! C y rNO n s f { } . �ua� a•r rl Mks w`t �x vt©0 ,© •8600' , ' r 1119 t r 038v�k2 �$5 20 Ay2 'e ��va: W.! i: .l -.,v,. ., k,s. ,:!�'.'f .. _ �. �Yk'�li, }#� F4—a_..� iah /1�754•t�i�'�w,::,. ✓ Wellington Fund Inv 0021-09790336878 11/01/1985 867.854 $35.20 $30,548.46 - ' R A', 4- r W'; c - a s v }s y, Tcf4ais M $0 00 Doesn't include accrued dividends. 0512883850 03/20/2013 15:05:18 J ch 4 -7-h-w(r S-- j-r- V.- ,j 0*1 t G) 1-1 it' 3 Cr, 7 1 E, > x I 1-9. TET w Ua I io,.!CD,w IW I lgoiglf: l-El'' *!m.- n!!: t -1- 01. , r. 0) Z 1 Pr �9 i 42 ra ir 10. 6 5 1 S CD's 0,; :a,-. 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CT = m m �. °' to'O O'er Or m 0 d \V w w d 3 m fm', N CT O a p X 3 3 .mw-. 0 O - _ o o w m m 3 m• Q = c o m m W Yn ° n c m o m w < fD (o m -1 a o rr w CD °-' a Im-, .4 N ynj c m ° < m m m m m s vin' °' m rn N m o. „ n=, -0 m M ID = A O In m In C Sr _ w �• m •O 0 (D 'O Q d 0 y' 7 w ° 7 n3j Q U, m (n p 0 O N �, 3 In N o m O w ,O.F 0 O O in' 3 p fD O m O ° m d = _ Q N m' 0 O w fD O . ID a C C w 3 N C R° w fD CO (n+• w t%) .mrt v - in to m o o m n 3 D n a m m - c m a w- - - c o 3 w � o ° tom u m w = o c a C) _. m m o=n .m^,• m In a 'm] �. w N. (p (/C 3 y w o m CD c (D 0 w o 0 O 'G .0+ //1 O 3 (p m _ n -0 O y O (n = t1 n 'O . N O Cn C CT m m m =' p In T�. Vi tm C CT m 7 w to F-� 3 0 C n N w .. W w 'G w = •.� O m O �. V, - (D �< w O N 3 -. w C _ C) sr In a In n a m j Z1 3 = O Oq ID (n = < .. N O W IT O fn <_ (� w (mi m ° m m 3 G� 'N+ '" m (u c w Du n � oco -mo = a o wd nX m aa � = o ° o � Qm = .o NC) 0 45 n w .� &i (i m m = = w ° 'O '=•r o 00 c'� ° o (r � m m F+ Qw `(nn w c, 0 p = o o n tD ° o .w. w o = ? = N .w+ m = Q go ° = fo m m m 3 R� _ ^r'" = m p0 N t7 0 p -3 ,� O c u o O 0 =u " o °o m rn = 1 o n m an CD _ o 0 in =r 0 K vt Bolton Global Estate of Glenn F. Kann Asset Shares Unit Cost DOD Value 2/5/13 GEISINGER AUTH PA HEALTH 30,000.00 1.099620 $32,988.60 SYS REV SER A KEYSTONE OAKS PA SCH DIST 30,000.00 1.006057 $30,181.71 RFDG FGIC-NATL RE NORTHAMPTON BORO PA MUN 30,000.00 1.041036 $31,231.08 AUTH WTR REV NORTHAMPTON BORO PA MUN 5,000.00 1.041486 $5,207.43 AUTH WTR REV PENNSYLVANIA ST HIGHER 35,000.00 1.033442. $36,170.47 EDL FACS AUTH COLLEGE & UNIV REVS URSINUS COLLEGE PENNSYLVANIA ST PUB SCH 40,000.00 1.034863 $41,394.52 BLDG AUTH LEASE REV SCH DIST PHILADELPHIA PJ-SER PENNSYLVANIA ST TPK 30,000.00 1.010193 $30,305.79 COMMN OIL FRANCHISE TAX REV SUB-SER B PHILADELPHIA PA HOSPS 20,000.00 1.053066 $21,061.32 HIGHER ED FACS AUTH HOSP REV SER A-MBIA-IBC-TCRS-BNY SHALER PA AREA SCH DIST 30,000.00 1.12707 $33,812.10 CAMPBELL SOUP CD 1,000.00 36.805 $36,805.00 KRAFT FOODS GROUP INC COM 133.00 46.96 $6,245.68 MONDELEZ INTL INC CL A 400.00 27.9775 $11,191.00 NUVEEN PA INVT QUALITY 3,600.00 15.97 $57,492.00 MUN FUND PAR .01 NUVEEN HIGH YIELD 3,142.144 17.2626 $54,241.58 MUNICIPAL BOND FD CLASS A OPPENHEIMER PENNSYLVANIA 3,523.964 11.5047 $40,542.15 MUNI CLASS A BERWICK PA AREA SCH DIST 30,000.00 1.00513 $30,153.90 SER E GREAT VALLEY SCH DIST PA 20,000.00 1.0011 $20,022.00 CHESTER COUNTY RFDG KISKI PA AREA SCH DIST FGIC— 30,000.00 1.00333 $30,099.90 NATL RE CASH $167,634.35 Total: $716,780.58 34071v1 a m -n n C G y 0 O C q' d ? 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V: W ) r' to � m ,. (D u. p 13 a, In In, Il -o • _ W fll In C W q) 3 In m In p 2 7l In O - a W IL7 W In n, 7 _ lL N (L lu lI` W Q MBTBank 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-5024349 F ax (302)934-2955 March 25,2013 Persun & Heim, P.C. Attorneys at Law 1700 Bent Creek Boulevard, Suite 160 P.O.Box 659 Mechanicsburg, PA 17055-0659 Re: Estate of Glenn F. Kann Social Security: Date of Death: February 5, 2013 Dear Sir or Madam: Per your inquiry on March 13,2013,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 420778 Ownership(Names of Glen F.Kann Timothy P.Kann(POA) Opening Date 0910111967 Balance on Date of Death $50,054.20 Accrued Interest $ .29 Total $50,054.49 For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds, please call the High Street Carlisle at 717-204536. AD We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not include any accounts in which the deceased may have been listed as Power of Attorney,Custodian of Uniform Transfers, Representative Payee,or Trustee under a Written Agreement Sincerely, Valarie Mercer Adjustment Services 0C W'J O ro. O N rr'7 l O. N G N wO 0 L7y r a!S,_``. lap O En .+ 10 10 (D CD CD CD 0 N N a a a u a �j a. 0 0 (D 0 0 (D 0 cn Cl) b cn (n o• 0 0 0 0 0. o �, � � O ti Q ti pt u XD y (D 9 (D i'_ p •,-.4 �/ V C.1 x tr .S. .S. CD C0i N 1+ CJI \� F r z 34 00 V ODD Da C y N fD. Cn N0 ,p Vwiga' 0, O � O 07 p, i O a`stns,.SpC Ol rfl to w o o ; 0 0 rte . r Ln p W N y o �n. Z cn p ar �dbTD, Ul , j y � `►7 Q` Ul C r ODD O O O O ,�.,�� - p N W 00 O O N a` O O� yt.ry W W � o ro o G ►! rn 0 O C7, N (y� \ to O O �' O p OD . RM oD b U7 N W O 1 d (n N p (D �' m o G -°ti eo o ro ti N M O ~ 0 0 N lD ' o O p O �' ID m p ,j 'G O G d A) y cw 0 a o m ti w r. o a p o' G o w N (D o• G C7 n m G N �+• D C 7 : o ° a 0 CD as d O cn a o a o °9 Lnu o a IS G � `' o W C CD w CD ° 00 co C R �, CL CD M N > w A CD co w .v aCD Eu D) w 0 0 (D o p E CD G O 00 0 m �y 't? ('� � � v, 0 k W. y (\ M M O CD O �. .7 'J 0'Q N O. CD M pQ y � RDI* d ob w '00 G1 C N w �' ul w o G o • o `r N T O V A O O p N 0 G, N O .0 � G CD !D M M 1.4 CD O w r" v' (D(D r' a, 0 fD C b h M � w � G CA w � to o O .Ow�.• V �_� w T-km r %D -12 a Sovereign Bank ESTATE OF Glenn F. Kann SOCIAL SECURITY M 204-30-6292 DATE OF DEATH: February 5, 2013 Account#: 0511085486 Type: Checking Open date: 8/4/2009 In the name of: Glenn F Kann (Timothy P Kann POA) �i-f f/►'� Date of Death Balance: $122.93 /0 Int.(YTD) from 1/1/2013 to 2/5/2013 $0.00 Accrued interest to date of death: $0.00 Other Info:' Account closed on 04/12/2013. Account#: 1691029769 Type: Money Market Open date: 8/4/2003 In the name of: Glenn F Kann (Timothy P Kann POA) Date of Death Balance: $9,360.52 Int.(YTD) from 1/1/2013 to 1/29/2013 $1.51 Accrued interest to date of death: $0.46 Other Info: Account closed on 04/12/2013. Account#: 1695318384 Type: CD Open date: 1/2/2002 Ira the name of: Glenn F k,-nn (Timothy_*._Kann POA) Date of Death Balance: $25,000.00 Int.(YTD) from 1/1/2013 to 1/31/2013 $41.22 i Accrued interest to date of death: $7.97 Other Info: Account closed on 04/12/2013. Page 1 of 1 ►50Vereip 4& Santander" Court Ordered Processing\Decedents- MA1-M133-02-10 - P. O.Box 841005 - Boston,MA 02284 •a z a 9 P April 26, 2013 a .9 b .� Jennifer Denchak Wetzel Persun & Heim P.C. 1700 Bent Creek Boulevard s Mechanicsburg, PA 17050 0 RE: Estate of Glenn F. Kann ol Date of Death: 02/05/2013 E S 0 s Dear Jennifer Denchak Wetzel: a Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in n the date of death balance. — a Please feel free to contact me if I can be of any further assistance. Ve truly yours, I 3 l Nicole Job Specialist j 617-514-5189 i i i i i ShF -zr�,A /3' L IN ;4 -.4 -<1 c W)i 0 i(a INC: g!-C! • i I I v C'i Mj is "!ICt C., Ft R go r a 4:1, .0 ME 1:ISO r . 162A 0> im 84 i!;!o- OWN C" N.0 rl w zi ct :1 llf�;v I ... fn -b. im--.c trA 2. F AL;!O oj_:"i" 0 —0 lumjF! ON go,- !Piz: a. cs— i 9'J t6: 0 5 r M..a .6 0 j. CL 0 00 EX 0. to C41 '"i. r% M 0 go. 0 [$nip �?N:$A:0! 1=0 'a — = , . - ! i'O C' of rL 4c"�l�a Oi C, 'S 9!8 im C�!--!.- V.. 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Kann Asset Shares Unit Cost DOD Value 2/5/13 GEISINGER AUTH PA HEALTH 30,000.00 1.099620 $32,988.60 SYS REV SER A KEYSTONE OAKS PA SCH DIST 30,000.00 1.006057 $30,181.71 RFDG FGIC-NATL RE NORTHAMPTON BORO PA MUN 30,000.00 1.041036 $31,231.08 AUTH WTR REV NORTHAMPTON BORO PA MUN 5,000.00 1.041486 $5,207.43 AUTH WTR REV PENNSYLVANIA ST HIGHER 35,000.00 1.033442 $36,170.47 EDL FACS AUTH COLLEGE & UNIV REVS URSINUS COLLEGE PENNSYLVANIA ST PUB SCH 40,000.00 1.034863 $41,394.52 BLDG AUTH LEASE REV SCH DIST PHILADELPHIA PJ-SER PENNSYLVANIA ST TPK 30,000.00 1.010193 $30,305.79 COMMN OIL FRANCHISE TAX REV SUB-SER B PHILADELPHIA PA HOSPS 20,000.00 1.053066 $21,061.32 HIGHER ED FACS AUTH HOSP REV SER A-MBIA-IBC-TCRS-BNY SHALER PA AREA SCH DIST 30,000.00 1.12707 $33,812.10 CAMPBELL SOUP CD 1,000.00 36.805 $36,805.00 KRAFT FOODS GROUP INC COM 133.00 46.96 $6,245.68 MONDELEZ INTL INC CL A 400.00 27.9775 $11,191.00 NUVEEN PA INVT QUALITY 3,600.00 15.97 $57,492.00 MUN FUND PAR .O1 NUVEEN HIGH YIELD 3,142.144 17.2626 $54,241.58 MUNICIPAL BOND FD CLASS A OPPENHEIMER PENNSYLVANIA 3,523.964 11.5047 $40,542.15 MUNI CLASS A BERWICK PA AREA SCH DIST 30,000.00 1.00513 $30,153.90 SER E GREAT VALLEY SCH DIST PA 20,000.00 1.0011 $20,022.00 CHESTER COUNTY RFDG KISKI PA AREA SCH DIST FGIC— 30,000.00 1.00333 $30,099.90 NATL RE CASH $167,634.35 Total: $716,780.58 34071v1 ' D J ^ C _, e y Q C ;=r d ? b H 2I ? 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