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HomeMy WebLinkAbout02-04-14 (3) 1505611185 REV-1500 EX(02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 21 0839 Harrisburg,PA 17128-0601 RESIDENT DECEDENT L'?j ENTER DECEDENT INFORMATION BELOW 07072013 07141931 Decedent's Last Name Suffix Decedent's First Name M I ERICKSON VIVIAN L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1. Original Return ❑ 2. Supplemental Return 1:1 3. Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Return Required death after 12-12-82) ❑X 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) ❑ 9. Litigation Proceeds Received ❑ 10. Spousal Poverty Credit(Date of Death ❑ 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule 0) CORRESPONDENT• THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number CRAIG A . HATCH, ESQ - 717-731-96'5D Y, ROSTEROF WILLS UNOP6Y First Line of Address 'tom r i nT r m s to 1013 MUMMA RD, STE 100 Z. CQ F. Q <D' Second Line of Address -7-1 -n 'R .� � � r-o r rn City or Post Office State ZIP Code _,y REFfILEDen r C� LEMOYNE PA 17043 Correspondent's e-mail address: C • HATCH@G ATE SLAWFIRM • COM Under penalties of perjury, I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowedge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE CARL E . ERICKSON , JR . , EXR • � � ADDRESS 105 LAUREL DRIVE ENOLA, PA 17025 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DAT CRAIG A . HATCH, ESQ • ADDRESS 1013 MUMMA RD . , STE • 100 LEMOYNE, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 p 1505611185 OM46473,000 1505611185 J 1505611285 REV-1500 EX(FI) Decedent's Name: E R I C K S 0 N VIVIAN L RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 $0 . 00 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2, $0 . 00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , . 3, $0 - 00 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4, $0 - 00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5, $621230 • 38 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . , , , 6. $321399 - 79 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . 7. $2611558 . 60 8. Total Gross Assets(total Lines 1 through 7) , , , , , , , , , , , , , , , , , , 8 $3561188 .77 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. $211418 • 72 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) , , , , , , , . . 10. $2 1434 • 89 11, Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , 11, $231853 . 61 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , 12 $3321335 • 16 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , 13, $0 - 00 14. Net Value Subject to Tax(Line 12 minus Line 13) , 14, *3321335- 16 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers unQer Sec.9116 (a)(1.2)x.o_ $0 . 00 15. $0 . 00 16. Amount of Line 14 xable at lineal ratex.o 4r $3321335 .14 16. $141955 . 08 17. Amount of Line 14 taxable at sibling rate X.12 $0 . 00 17. $0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 $0 . 00 18. $0 . 00 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. $141955 . 08 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 L 1505611285 1505611285 J OM4648 3.000 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 12 0839 DECEDENTS NAME - ERICKSON V V STREET ADDRESS - 1,11, 130SLER AVENUE CUMBERLAND CITY - - STATE ZIP L MOYNE EA 17043— Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) $14 ,955. 08 2. Credits/Payments A.Prior Payments $14 ,000 - 00 B. Discount $736 . 84 Total Credits(A+B) (2) $141736 . 84 3. Interest (3) 4. If Line 2 is greater than Line 1+Line 3,enter the difference.This Is the OVERPAYMENT. Fill in box on Page 2,Line 20 to request a refund. (4) $0 . 00 5. If Line 1 +Line 3 Is greater than Line 2,enter the difference.This is the TAX DUE. (5) $218 •2 4 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 . . . . . . . . . . . . . . . . . . . . . . . . KI E3 b. retain the right to designate who shall use the property transferred or Its income . . . . . . . . . . El c. retain a reversionary Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ® El d. receive the promise for life of either payments,benefits or pre? . . . . . . . . . . . . . . . . . 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : E]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 17 P.S.§9116(a)(1.1)(1)]. For dates of death on or after Jan. 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 RS.§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 lax 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, eM4671 2.000 PEV-1509 EX-(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Vivian L. Erickson 21 12 0839 If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G SUNNING JOINTTE IANT(S)HAWS) ADDFESS Ra-ATIONSHP TO DECE]ENr A Erickson, Jr. , Carl E 105 Laurel Drive, Enola, PA 17025 Son JOINTLY OWNED PROPERTY: nBA =GR DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH IM Jo.T MADE woe NAME a RNANCMU INSTITUTION AND BANK AECGNNT BURDEN ON SIMILAR DATE OF DEATH DECEDENT'S VALUEOF N.WE? TENANT JOINT DENNIiNNO RUNNER.ATTACH DEED RON JUNTLY MELD REAL ESTATE. VALLE OF ASSET INTEREST DECEDBNI'S MEREST 1 A 4/3/2008 Helco Community Credit Union Acct. No. 868431 $64,799.57 50.0000 $32,399.79 TOTAL (Also enter on Line 6, Recapitulation) $ $32,399.79 9W46AE 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+(08-09) SCHEDULE G pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Vivian L. Erickson 21 12 0839 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLWETE WE OF TIETRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANEER.ATTACH ACOPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPUCABLE VALUE 1 MetLi£e IRA Acct. No. AA4-064736 Beneficiaries: children, Carl Erickson, Darlene Scott, Vera Gillis, Jeffrey Erickson, Rodney Erickson, Stanley Erickson and Bradley Erickson $34,460.80 100.0000 $0.00 $34,460.80 2 Nationwide Life Ins. Co. Annuity No. 01-5951143 Owner/Annuitant: Vivian L. Erickson $110,435.16 100.0000 $0.00 $110,435.16 Beneficiaries: children Bradley S. Erickson (15%) , Rodney T. Erickson (149) , Jeff S. Erickson (149) , Vera L. Gillis (148) , Darlene Y. Scott (14%) , Stanley C. Erickson (15%) and Carl E. Erickson (15%) ERICKSON FAM. IRREV. TST. 3 Real estate located at 616 Bosler Avenue, Lemoyne, Borough of Lemoyne, Cumberland County, Pennsylvania; being Tax Parcel No. 12-22-0824-123; $116,662.64 100.0000 $0.00 $116,662. 64 TOTAL(Also enter on line 7,Recapitulation)$ $261,55B.60 If more space Is needed,use additional sheets of paper of the same size. SW46AF 2,000 Estate of: Vivian L. Erickson 21 12 0839 Schedule G (Page 2) Item DOD Value Taxable No. Description of Asset % Interest Exclusion Value transferred by decedent to Carl E. Erickson, Jr. , and Stanley C. Erickson, Trustees of The Erickson Family Irrevocable Trust, by Deed dated September 10, 2008, and recorded in the Cumberland County Recorder of Deeds Office on September 23, 2008, at Instrument No. 200832245. Value is net sale proceeds. See attached copy of settlement statement. Total (Carry forward to main schedule) $0.00 REV-1511 EX-(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND iNRERiTANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENTDECEDENT ESTATE OF FILE NUMBER Vivian L. Erickson 21 12 0839 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: t, Gullifty's Restaurant funeral luncheon $1,911.05 Total from continuation schedules . . . . . . . . . $585.72 B. ADMINISTRATIVE COSTS: 7. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: $15,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: $218.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 Erie Insurance homeowner's insurance $1,035.00 Total from continuation schedules . . . . . . . . . $2,668.45 TOTAL(Also enter on Line 9,Recapitulation) $ $21,418.72 9W46AG 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Vivian L. Erickson 21 12 0839 Schedule H Part 7 (Page 2) 2 PPL Electric Utilities electric utility service $467.28 3 Borough of Lemoyne sewer bill $413.50 4 PA American Water water bills $193.04 5 Penn Waste trash removal $87.00 6 Miscellaneous expenses related to cleaning and maintenance of property. $128.30 7 H.B. McClure heating oil $727. 97 8 Mileage 8/2-9/22 347 miles at $0.565/mile = 196.06 $196.06 9 Cumberland Law Journal publication fee $75.00 10 D&D Septic 6 Toilet Rentals rental for onsite auction $80.30 11 Derr's Hauling junk removal $300.00 a Total (Carry forward to main schedule) $2,668.45 REV-1512 E%t(12-12) SCHEDULE Penn nsylvania OERARTMENTOF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENroECEOENT ESTATE OF FILE NUMBER Vivian L. Erickson 21 12 0839 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. Faith Nicola, Tax Collector paid prior to date of death (7/5/2013) - check cleared after date of death $1,712. 61 2 PPL Electric Utilities electric utility service $103.31 3 Borough of Lemoyne sewer bill $51.40 4 PA American Water water bills $46.24 5 Faith Nicola, Tax Collector personal tax $9.80 6 H.B. McClure heating oil $341.11 7 Verizon final phone/cable bill $170.42 TOTAL(Also enter on Line 10,Recapitulation) E $2,434.89 2w46AH 2.000 If more space is needed, insert additional sheets of the same size. REV-1513 EX-( SCHEDULE J Pennnsns ylvania DEPA ENF OFREVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Vivian L. Erickson 21 12 0839 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under Sec. 9116(a)(1.2).] 1. Carl E. Erickson, Jr. 105 Laurel Drive Enola, PA 17025 Nationwide Life Ins. Co. Annuity No. 01-5951143 Owner/Annuitant: Vivian L. Erickson Inventory Value: $16,565.27 14.3% of Residue: $31,731.70 Son $48,296.97 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NONTAXABLE 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. E $0.00 9W46Al 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Vivian L. Erickson 21 12 0839 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 2 Stanley C. Erickson 325 Starner Station Road Gardners, PA 17324 Nationwide Life Ins. Co. Annuity No. 01-5951143 Owner/Annuitant: Vivian L. Erickson Inventory Value: $16,565.27 14.38 of Residue: $31,731.70 Son $48,296.97 3 Darlene Y. Scott 616 Bosler Avenue Lemoyne, PA 17043 Nationwide Life Ins. Co. Annuity No. 01-5951143 Owner/Annuitant: Vivian L. Erickson Inventory Value: $15,460. 92 14.28 of Residue: $31,509.80 Daughter $46,970.72 4 Vera L. Gillis 220 2nd Street PO Box 85 Summerdale, PA 17093 Nationwide Life Ins. Co. Annuity No. 01-5951143 Owner/Annuitant: Vivian L. Erickson Inventory Value: $15,460. 92 14.38 of Residue: $31,731.70 Daughter $47,192. 62 Estate of: Vivian L. Erickson 21 12 0839 Schedule J Part 1 (Page 3) Item No. Description Relation Amount 5 Jeffrey S. Erickson 2305 Old Trail Road Etters, PA 17319 Nationwide Life Ins. Co. Annuity No. 01-5951143 Owner/Annuitant: Vivian L. Erickson Inventory Value: $15,460.92 14.38 of Residue: $31,731.70 Son $47,192. 62 6 Rodney T. Erickson 36 E. Locust Street Mechanicsburg, PA 17055 Nationwide Life Ins. Co. Annuity No. 01-5951143 Owner/Annuitant: Vivian L. Erickson Inventory Value: $15,460.92 14.38 of Residue: $31,731.70 Son $47,192.62 7 Bradley S. Erickson 919 Townridge Road McAlisterville, PA 17049 Nationwide Life Ins. Co. Annuity No. 01-5951143 Owner/Annuitant: Vivian L. Erickson Inventory Value: $15,460.92 14.38 of Residue: $31,731.70 Son $47,192. 62 LI N 1 RECORi;F v OFFICE OF COPY R__1.1 ' : ,` 0' I A iSMLL AND TESTAMENT -; 3 Au, 2 Anil 59 OF CLE;;K .0' O U H V V IAN L. ERICKSON I, VIVIAN L. E RLIAf4K CO PA CSON, now of 616 Bosler Avenue, Lemoyne, Cumberland County, Pennsylvania, 17043-1816, do publish and declare this to be my Last Will and Testament, hereby revoking all other prior wills and codicils made by me. FIRST: Family Background and Appointment of Executor. (A) Family and Background Information. I am married to C. EUGENE ERICKSON. The children of our marriage are CARL EUGENE ERICKSON, JR., DARLENE Y. SCOTT, VERA L. GILLIS, JEFFREY S. ERICKSON, BRADLEY S. ERICKSON, RODNEY T. ERICKSON and STANLEY C.ERICKSON. Throughout this Will,C.EUGENE ERICKSON will be referred to as "my husband" or "my spouse" and CARL EUGENE ERICKSON, JR., DARLENE Y. SCOTT, VERA L. GILLIS, JEFFREY S. ERICKSON, BRADLEY S. ERICKSON,RODNEY T. ERICKSON and STANLEY C. ERICKSON,will be referred to as "my children". The word "issue"will include my children as well as my other descendants but shall not include adopted children or step-issue. (B) Appointment of Executor. I appoint as my Executor and successor Executors (all hereinafter referred to as Executor or Executors) under this Will, the following named persons to serve without bond and without being required to account to any Court: Executor: My husband, C.EUGENE ERICKSON. Successor Executor: My son, CARL EUGENE ERICKSON,JR. Second Successor Executor: My son, STANLEY C. ERICKSON. SECOND: Funeral and Last Illness Expenses• Taxes. (A) Expenses of Funeral and Last Illness. Notwithstanding that my husband, C. EUGENE ERICKSON, survives me, I direct my Executor to pay my funeral expenses and the expenses of my last illness from my estate. (B) Taxes. I direct my Executor to pay any and all estate,inheritance,succession,legacy, transfer and other death taxes or duties,by whatever name called,including any and all intere and / L Y C. LAST WILL AND TESTAMENT OF VIVIAN L. ERICKSON PAGE penalties thereon, imposed under the laws of any jurisdiction by reason of my death, upon or with respect to any and all property included in my gross estate for the purpose of such taxes, whether such property passes under or outside of this Will,out of my residuary estate,without being prorated or apportioned among or charged against the respective devises,legatees,beneficiaries,transferees, or other recipients of any such property or charged against any property passing or which may have passed to any of them. The Executor shall not be entitled to reimbursement for any portion of any such taxes from any such person. THIRD: Tangible Personal Property. Except for those items excluded below and those items enumerated in the Letter of Instruction,I bequeath to my husband,C.EUGENE ERICKSON, all tangible personal property, including but not limited to clothing,jewelry, heirlooms, furniture, personal effects,motor vehicles,and all other similar articles,which I own,and the insurance thereon, if my spouse survives me by sixty(60)days. Tangible personal property shall not include: (1)any and all property used by me in any business, (2) cash on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. If my husband,C.EUGENE ERICKSON,is not living on the sixty-first(61 st)day after my death, I bequeath such tangible personal property to my children, CARL EUGENE ERICKSON, JR., DARLENE Y. SCOTT, VERA L. GILLIS, JEFFREY S. ERICKSON, BRADLEY S. ERICKSON,RODNEY T.ERICKSON and STANLEY C.ERICKSON,living at the time ofmy death, to be divided among them as they may select in as nearly equal shares as is practical. If my spouse and my children do not survive me,I leave such tangible personal property to the issue of my children, per stirpes. If there is any disagreement as to distribution, I direct my Executor to make such distribution. The decision of my Executor shall be final and binding. Any items not selected or any items which my Executor considers unsuitable for my children may be distributed or sold in the sole discretion of my Executor and,if sold,the net proceeds therefrom shall be added to the residue of my estate. Any such article allocated to a minor may,as my Executor deems advisable,either be delivered to the minor or to any person to safeguard on behalf of the minor. Notwithstanding any other provisions in this Article THIRD, I may leave a separate, dated and unsigned Letter of Instruction,which I shall place with my Will, containing directions as to the ultimate disposition of certain of the property bequeathed under this Article THIRD,and such Letter of Instruction shall determine the distribution of such items. FOURTH: Family Home. , LAST WILL AND TESTAMENT OF VIVIAN L. ERICKSON PAGE [THIS ARTICLE IS INTENTIONALLY LEFT BLANK.] FIFTH: Residuary Gifts. (A) If my husband,C.EUGENE ERICKSON,survives me,I give,devise and bequeath all the rest,residue and remainder of my estate, of every kind and character,real, personal and mixed, tangible and intangible,and wherever situated, including any lapsed or renounced legacies,devises or residuary bequests(and including any property over which I may have a Power of Appointment), to my husband, C. EUGENE ERICKSON. (B) If my husband, C. EUGENE ERICKSON, does not survive me, I give, devise and bequeath all the rest,residue and remainder of my estate, of every kind and character,real,personal and mixed,tangible and intangible,and wherever situated,including any lapsed or renounced legacies or devises (and including any property over which I may have a Power of Appointment), to my children, CARL EUGENE ERICKSON, JR., DARLENE Y. SCOTT, VERA L. GILLIS, JEFFREY S. ERICKSON, BRADLEY S. ERICKSON, RODNEY T. ERICKSON and STANLEY C.ERICKSON,per stirpes. If any of my children predecease me,then the predeceased child's share of the residue of my estate shall be distributed to the predeceased child's issue, per stirpes. (C) Distributions During Administration. Prior to final distribution of my estate, the Executor,in his discretion,may make partial distributions to one or more beneficiaries or Trusts. As a consequence, the Executorship and any Trusts created under this Will may exist contemporaneously. A distribution maybe made subject to any indebtedness or liability of my estate. SIXTH: Spendthrift Provision. No beneficiary shall have the power to anticipate, encumber or transfer his or her interest in the estate in any manner other than by the valid exercise of a power of appointment. No part of the estate shall be liable for or charged with any debts, contracts,liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. SEVENTH: Powers of Executor. hi addition to the powers and duties as may have been granted elsewhere in this Will, but subject to any limitations stated elsewhere in this Will, the Executor shall have and exercise exclusive management and control of the Estate and shall be vested with the following specific powers and discretion, in addition to the powers as may be generally conferred from time to time upon him by law: LAST WILL AND TESTAMENT OF VIVIAN L. ERICKSON PAGE 4 (A) In the management, care and disposition of the Estate, the Executor shall have the power to do all things and to execute such deeds and instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any Court: (1) To sell,exchange or otherwise dispose of any property,real,personal or mixed, at any time held or acquired hereunder,at public or private sale,for cash or on terms,without advertisement, including the right to lease for any term notwithstanding the period of the Estate, and to grant options, including any option for a period beyond the duration of the Estate. (2) To invest all monies in such stocks, bonds, securities,mortgages, notes, choses in action, real estate or improvements thereon, and any other property as the Executor may deem best, without regard to any law now or hereafter enforced limiting investments of fiduciaries. (3) To retain for investment any property deposited with the Executor hereunder. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization,merger,consolidation,liquidation, bankruptcy or other procedure or proceedings affecting any stock, bond, note or other security. (5) To use attorneys, real estate brokers, accountants and other agents, if such employment is deemed necessary or desirable,and to pay reasonable compensation for their services. (6) To compromise,settle or adjust any claim or demand by or against the Estate and to agree to any rescission or modification of any contract or agreement affecting the Estate. (7) To renew any indebtedness, as well as to borrow money,and to secure the same by mortgaging, pledging or conveying any property of the Estate, including the power to borrow at a reasonable rate of interest. (8) To retain and carry on any business in which the Estate may acquire an interest, to acquire additional interest in any such business,to agree to the liquidation in kind of y LAST WILL AND TESTAMENT OF VIVIAN L. ERICKSON PAGE 5 corporation in which the Estate may have an interest and to carry on the business thereof,to join with other owners in adopting any form of management for any business or property in which the Estate may have an interest,to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them authority to manage and operate the business,property or corporation,without liability for the acts of such agent or for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) To register any stock,bond or other security in the name of a nominee,without the addition of words indicating that such security is held in a fiduciary capacity,but accurate records shall be maintained showing that such security is a Estate asset and the Executor shall be responsible for the acts of such nominee. (B) Whenever the Executor is directed to distribute any Estate assets in fee simple to a person who is then under twenty-one(2 1)years of age,the Executor shall be authorized to hold such property in Trust for such person until he/she becomes twenty-one (21) years of age, and in the meantime shall use such part of the income and the principal of the Estate as the Executor may deem necessary to provide for the proper support and education of such person. If such person should die before becoming twenty-one (21) years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. (C) In making distributions from the Estate to or for the benefit of any minor or other person under a legal disability,the Executor need not require the appointment of a guardian,but shall be authorized to pay or deliver the same to the custodian of such person,to pay or deliver the same to such person without the intervention of a guardian,to pay or deliver the same to a legal guardian of such person if one has already been appointed, or to use the same for the benefit of such person. (D) In the disbursement of the Estate and any division into separate trusts or shares,the Executor shall be authorized to make the distribution and division in money or in kind, or both, regardless of the basis for income tax purposes of any property distributed or divided in kind,and the distribution and division made and the values established by the Executor shall be binding and conclusive on all persons taking hereunder. The Executor may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (,EE) The Executor shall have discretion to determine whether items should be char;f d or ol- d, �y LAST WILL AND TESTAMENT OF VIVIAN L.ERICKSON PAGE 6 credited to income or principal or allocated between income and principal as the Executor may deem equitable and fair under all circumstances,including the power to amortize or fail to amortize any part or all of any premium or discount,to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income and principal,to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution of any investment as income or principal,or apportion the same between income and principal,to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any assets subject to depreciation or obsolescence, all as the Executor may reasonably deem equitable and just under all the circumstances. (F) If at any time the total fair market value of the assets of any trust established or to he established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be equal to or less than the minimum annual fee set forth in the Trustee's regularly published fee schedule then,in effect,the Trustee in its discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustee,then the Trustee shall distribute the property among such of the persons to whom the Trustee is authorized to distribute income,and in such proportions, as the Trustee in its discretion shall determine. (G) Unless the context clearly states otherwise,when the authority and power under this Will is vested in two (2) or more Executors, the authority and powers are to be held jointly by the Executors. A majority of the Executors may exercise any authority or power granted under this Will or granted by law,and may act under this Will. Any attempt by one such Executor to act under this Will on other than ministerial acts shall be void. The action ofone such Executor under this Will may be validated by a subsequent ratification of the act by a majority of the Executors. EIGHTH: Rights and Liabilities of Executor. No bond or other security shall be required of any Executor. This instrument always shall be construed in favor of the validity of any act or omission by any Executor,and any Executor shall not be liable for any act or omission except in the case of gross negligence,bad faith or fraud. Specifically,in assessing the propriety of any investment of the estate,the overall performance of the entire estate shall be taken into account. Each Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate,in an amount the Executor normally and customarily charges for performing similar services during 2f O 6 LAST WILL AND TESTAMENT OF VIVIAN L.ERICKSON PAGE 7 time which he/she performs the services. NINTH: Tax Elections. In determining the estate, inheritance and income tax liability relating to my Estate,the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns,or consenting for gift tax purposes to having gifts made by either of us during my life considered as having been made one-half by each of us, any resulting liability shall be borne by my Estate and my spouse in such proportions as they may agree. In accordance with IRC Section 2632(a) and without regard to whether a Federal estate tax return is actually filed,my Executor shall allocate so much ofthe Federal Generation Skipping Transfer(GST)exemption amount as will fully exempt any generation skipping transfer which may occur under this Will. TENTH: Definitions and General Provisions. (A) Survival. Any beneficiary,including my spouse,who dies within sixty(60)days after my death shall be considered not to have survived me. (B) Trust Estate. "Trust Estate" means all assets, however and wherever acquired, including income,which may belong to a Trust at any given time. (C) Children. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a Power of Appointment, in making a distribution to the children of any person,the property to be distributed shall be divided into as many shares as there are living children ofthe person and deceased children ofthe person who left children who are then-living. Each living child shall take one share and the share of each deceased child shall be divided among his then-living descendants in the same manner. A posthumous child shall be considered as living at the death of his parent. The word"issue"will include my children as well as my other descendants but shall not include adopted children or step-issue. (D) Code. Unless otherwise stated, all references in my Will to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any subsequent federal tax laws applicable to my estate. (E) Other terms. The use of any gender includes the other genders,and the use of either the singular or the plural includes the other. LAST WILL AND TESTAMENT OF VIVIAN L. ERICKSON PAGE (F) Captions. The captions set forth in this Will at the beginning of the various divisions hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. (G) Powers of Appointment are Exercised. By this Will I exercise any Power of Appointment which I may possess at my death. IN WITNESS WHEREOF,I,VIVIAN L.ERICKSON,the Testatrix,have to this my Last Will and Testament,typewritten on nine(9)pages,including the Acknowledgment and Affidavit,set my hand and seal this 22'day of October,2002.- VIVIAN L. ERICKSON Signed, sealed,published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto,in the presence of the said Testatrix,and in the presence of each other. Each of us further declares that he or she believes the Testatrix to be of sound mind and memory. The preceding instrument consists of this and eight(8)other consecutively numbered typewritten pages including the Acknowledgment and Affidavit. / residing at dl4ong (print name) residing at5i✓1 , f'�iR (print name) ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND The Testatrix and the witnesses whose names are signed and subscribed to the attached or foregoing instrument,being first duly sworn and qualified according to law,do hereby acknowledge, depose and say to the undersigned authority,that the Testatrix signed and executed the instrument as her Last Will in the presence of the witnesses; that she signed it willingly or willingly directed another to sign it for her; that she executed it as her free and voluntary act for the purposes therein expressed; that each of the witnesses were present and saw the Testatrix sign and execute the instrument as her Last Will; that each subscribing witness in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testatrix Witness Witness Sworn to or affirmed, subscribed to, and acknowledged, before me by the above-named Testatrix and witnesses,this 22" day of October, 2002. �fi"� ) N ary Public My Commission Expires: Notarial Seal L Teri L.Walker,Notary Public Lemoyne Bom,Cumberland County My Commission Expires Jan.20,2003 ^member,Pennsylvania Association of Nnt=^, REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No. 2013- 00839 PA No. 21- 13- 0839 Estate Of: VIVIANL ERICKSON /First,Middle,L.0 Late Of: LEMOYNE BOROUGH CUMBERLAND COUNTY 0 Deceased Social Security No: 165-26-7124 WHEREAS, on the 2nd day of August 2013 an instrument dated October 22nd 2002 was admitted to probate as the last will of VIVIAN L ERICKSON !First,Middle,Lastl late of LEMOYNE BOROUGH, CUMBERLAND County, who died on the 7th day of July 2013 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARYto: CARL EUGENE ERICKSON✓R who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 2nd day of August 2013. giste o eputy **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) THE ERICKSON FAMILY IRREVOCABLE TRUST THIS TRUST AGREEMENT is executed in triplicate on this O'day of September, 2008, by and between VIVIAN L. ERICKSON, now of 616 Bosler Avenue, Lemoyne, Cumberland County,Pennsylvania, 17043-1816(hereinafter called"Settlor")and CARL E.ERICKSON,JR., now or formerly of 105 Laurel Drive, Enola, Cumberland County, Pennsylvania 17025, and STANLEY C.ERICKSON,now or formerly of 325 Starner Station Road,Gardners,Pennsylvania 17324(hereinafter called"Trustees" or"Co-Trustees"). Unless otherwise directed by the Trustees, the designated mailing address for the Trust shall be 105 Laurel Drive,Enola,Cumberland County, Pennsylvania 17025. ARTICLE I. TRUST ESTATE 1.01. Initial Principal. Settlor, desiring to establish an irrevocable trust, does hereby irrevocably transfer, assign and deliver to the Trustees and their successors, and assigns the assets listed on Schedule A, attached hereto and made a part hereof. As further evidence of such assignment,the Settlor has executed or will execute or cause to be executed such other instruments as may be required for the purposes of completing the assignment or transfer of title to such property to the Trustees. The Trustees accept such transfer and assignment to themselves as Trustees, and undertake to hold,manage,invest and reinvest the assets of this Trust, and to distribute the income and principal of the Trust in accordance with the provisions of this Agreement. 1.02. Additional Principal. The Settlor and any other person or persons,with the consent of the Trustees, shall have the right at any time to make additions to the corpus of this Trust or any share thereof hereby established. All such additions shall be held,governed, and distributed by the Trustees in accordance with the terms and conditions of this Agreement. The Trustee, in its sole discretion, may require, as a prerequisite to accepting property, that the transferring party provide evidence satisfactory to the Trustee that (i) the property is not contaminated by any hazardous or toxic materials or substances;and(ii)the property is not being used and has never been used for any activities directly or indirectly involving the generation,use,treatment,storage,disposal,release or discharge of any hazardous or toxic materials or substances. 1.03. Disclaimer. The Trustee shall have the right to disclaim, in whole or in part,prior to its acceptance by the Trustee, any interests in property for any reason, including but not limited to a concern that such property could cause potential liability under any federal, state, or local environmental law. ARTICLE II. IRREVOCABILITY OF TRUST 2.01. Irrevocability. Settlor has been advised of the consequences of an irrevocable trust and hereby declares that this Trust shall be irrevocable and shall not be altered, amended,revoked, or terminated by Settlor or any other person or persons. ARTICLE III. LIFE INSURANCE POLICIES 3.01. General Provisions. If any insurance policies are transferred into this Trust, the Trustees shall be vested with all right, title, and interest in and to the transferred policies of insurance, and are authorized and empowered to exercise and enjoy, for the purposes of the Trust herein created and as absolute owners of such policies of insurance, all the options,benefits,rights and privileges under such policies,including the right to borrow upon and to pledge them for a loan or loans. The Trustees take all rights,title,and interest in and to the above-stated insurance policies subject to any prior split-dollar life insurance agreement and assignments, which may be in effect at the time of transfer. The insurance companies which have issued policies are hereby authorized and directed to recognize the Trustees as absolute owners of such policies of insurance and as fully entitled to all options,rights,privileges,and interests under such policies,and any receipts,releases, and other instruments executed by the Trustees in connection with such policies shall be binding upon all persons interested in this Trust. The Settlor hereby relinquishes all rights,title,interest and powers in such policies of insurance which Settlor may own and which rights, title, interest and powers are not assignable, and will, at the request of the Trustees, execute all other instruments reasonably required to effectuate this relinquishment. 3.02. Payment of Premiums. The Trustees shall be under no obligation to pay the premiums which may become due and payable under the provisions of any policy of insurance which may be transferred or assigned to this Trust, or to make certain that such premiums are paid by the transferor of such policy, or to notify any persons of the nonpayment of such premiums, and the Trustees shall be under no responsibility or liability of any kind in case such premiums are not paid, except the Trustees shall apply any dividends received on such policies to the payment of premiums thereon. Upon notice at any time during the continuance of this Trust that the premiums due upon such policies are in default,or that premiums which will become due will not be paid,either by the transferor or by any other person, the Trustees, within their sole discretion, may apply any cash values attributable to such policy to the purchase of paid-up insurance or of extended insurance, or may borrow upon such policy for the payment of premiums due thereon, or may accept the cash values of such policy upon the policy's forfeiture. In the event that the Trustees receive the cash value of such policy upon its forfeiture for nonpayment of premiums,the amount received shall be added to the corpus of this Trust,and shall be administered according to the terms of this Agreement. If the insured under such policies of insurance,becomes totally and permanently disabled within the meaning of any policies and because thereof the payment of premiums,or any of them,shall during the pendency of such disability, be waived, the Trustees, upon receipt of such knowledge, shall promptly notify the insurance company which has issued such policies, and shall take any and all steps necessary to make such waiver of premium provision effective. 2 3.03. Duties of Trustees With Regard to Life Insurance Policies. The Trustees shall be under no obligation or duty whatever except with respect to the safekeeping of such policies of insurance and the duty to receive such sums as may be paid to them, in accordance with the requirements of this Trust,by the companies issuing such policies,and to hold,manage and disburse such proceeds subject to the terms of this Agreement. Upon the death of the insured,the Trustees shall make reasonable efforts to carry out the provisions of this Agreement, including the maintenance or defense of any suit, provided, however, the Trustees shall be under no duty to maintain or enter into any litigation unless its expenses,including counsel fees and costs,have been advanced or guaranteed in an amount and in a manner reasonably satisfactory to the Trustees. The Trustees may repay any advances made by them or reimburse themselves for any such fees and costs from any corpus or income of this Trust. ARTICLE IV. TRUST DISTRIBUTIONS 4.01. Trust Principal. The entire corpus of this Trust, including the assets initially transferred to this Trust, subsequent additions to this Trust,and the proceeds of any sale,exchange or investment of such Trust assets, shall be used for the purposes herein contained. 4.02. Income Distribution. During the Settlor's lifetime,the Trustees shall distribute all of the net income of the trust to,or for the benefit of,VIVIAN L.ERICKSON. The Trustees shall make no distributions ofprincipal to VIVIAN L.ERICKSON.Upon the admission of VIVIAN L. ERICKSON to a long term care facility for a period of time in excess of thirty(3 0)days,the Trustee shall cease the distribution of income and shall accumulate the income to the principal of the Trust. 4.03. Principal Distributions. Upon the death of the Settlor, the Trust shall terminate. Upon termination,the remaining trust estate shall be divided into separate and equal shares and one such share shall be distributed to each ofthe Settlors children,CARL EUGENE ERICKSON,JR., DARLENE Y. SCOTT, VERA L. GILLIS, JEFFREY S. ERICKSON, BRADLEY S. ERICKSON,RODNEY T.ERICKSON and STANLEY C.ERICKSON,per stirpes. If any of the Settler's children predecease the termination of this Trust without surviving issue, then such predeceased child's share shall be distributed to the other children of the Settlor,equally per stirpes. 4.04. (:general Power of ppointment. Settlor's children,CARL EUGENE ERICKSON, JR., DARLENE Y. SCOTT, VERA L. GILLIS, JEFFREY S. ERICKSON, BRADLEY S. ERICKSON,RODNEY T.ERICKSON and STANLEY C.ERICKSON,are hereby granted the general power to appoint some or all of the principal of this Trust to themselves,in such proportions and upon such terms(in trust,outright gifts,or in any other manner)as they jointly by majority vote deem advisable. This power shall not be exercisable under their Wills. If Settlor's children fail, either in whole or in part, to exercise this general power of appointment herein granted, the unappointed principal shall continue in trust and shall be administered according to the terms of this Trust. Prior to the exercise of the General Power of Appointment, the acting individuals shall provide a written notice of the intent to exercise this power to the then-current Trustees.The Trustees shall inform the Settlor of the intent to exercise this General Power of Appointment. For a period 3 of ten(10)days,the Settlor may veto the proposed exercise of the General Power of Appointment. After the ten(10) day period expires,the proposed exercise of the General Power of Appointment shall take effect unless the Trustees have received written veto from the Settlor. ARTICLE V. POWERS OF TRUSTEES 5.01. General Powers. In addition to such other powers and duties as may have been granted elsewhere in this Trust,but subject to any limitations contained elsewhere in this Trust,the Trustees shall have the following powers and duties: A. In the management, care and disposition of this Trust,the Trustees shall have the power to do all things and to execute such deeds, instruments, and other documents as may be deemed necessary and proper,including the following powers,all of which may be exercised without order of or report to any court: (1) To sell,exchange,or otherwise dispose of any property,real,personal or mixed, wheresoever located, at any time held or acquired hereunder, at public or private sale, for cash or on terms as may be determined by the Trustees, without advertisement, including the right to lease for any term notwithstanding the period of the Trust, and to grant options, including an option for a period beyond the duration of the Trust. (2) To invest all monies in such stocks, bonds, securities, investment companies or trust shares, mortgages, notes, choses in action, real estate, improvements thereon, and other property as the Trustees may deem best, without regard to any law now or hereafter in force limiting investments of fiduciaries.. (3) To retain for investment any property deposited with the Trustees hereunder. (4) To vote in person or by proxy any corporate stock or other security and to agree to or take any other action in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure or proceedings affecting any stock,bond, note or other security held by this Trust. (5) To use lawyers,real estate brokers, accountants and any other agents,if such employment is deemed necessary or desirable, and to pay reasonable compensation for their services. (6) To compromise, settle or adjust any claim or demand by or against the Trust and to agree to any rescission or modification of any contact or agreement affecting the Trust. (7) To renew any indebtedness, as well as to borrow money, and to secure 4 the same by mortgaging,pledging or conveying any property of the Trust,including the power to borrow from the Trustees (in the Trustees' individual capacity) at a reasonable rate of interest. (8) To retain any business interest transferred to the trustee,as shareholder, security holder, creditor, partner or otherwise, for any period of time whatsoever, even though the interest may constitute all or a large portion of the trust principal;to comply with the provisions of any agreement restricting transfer of the interest; to participate in the conduct of the related business or rely upon others to do so,and to take or delegate to others discretionary power to take any action with respect to its management and affairs which an individual could take as outright owner of the business or the business interest,including the voting of stock(by separate trust or otherwise regardless of whether that separate trust will extend for a term within or beyond the term of the trust) and the determination of all questions of policy; to execute and amend partnership agreements; to participate in any incorporation, reorganization,merger, consolidation,sale of assets,recapitalization,liquidation or dissolution of the business, or any change in its nature, or in any buy-sell, stock restriction,or stock redemption agreements;to invest in additional stock or securities of, or make secured, unsecured, or subordinated loans to, the business with trust funds; to take all appropriate actions to prevent identify, or respond to actual or threatened violations of any environmental law or regulation thereunder;to elect or employ with compensation, as directors, officers, employees, or agents of the business,any persons,including a trustee of any trust held under this instrument,or any director,officer,employee,or agent of a corporate trustee of any trust held under this instrument, without adversely affecting the compensation to which that trustee would otherwise be entitled;to rely upon reports of certified public accountants as to the operations and financial condition of the business, without independent investigation;to deal with and act for the business in any capacity(including in the case of a corporate trustee anybanking or trust capacity and the loaning ofmoney out of the trustee's own funds) and to be compensated therefor; and to sell or liquidate the business or any interest in the business. (9) To register any stock,bond or other security in the name of a nominee, without the addition of words indicating that such security is held in a fiduciary capacity,but accurate records shall be maintained showing that the stock,bond or other security is a trust asset and the Trustees shall be responsible for the acts of the nominee. (10) To set aside as a separate trust, to be held and administered upon the same terms as those governing the remaining trust property,any interests in property, for any reason,including but not limited to a concern that such property could cause potential liability under any federal, state, or local environmental law. B. Whenever the Trustees are directed to distribute any trust principal in fee simple to a 5 person who is then under twenty-one(2 1)years of age,the Trustees shall be authorized to hold such property in trust for such person until he becomes twenty-one(2 1)years of age,and in the meantime shall use such part of the income and the principal of the trust as the Trustees may deem necessary to provide for the proper support and education of such person in the standard of living to which he has become accustomed. If such person should die before becoming twenty-one(2 1)years of age, the property then remaining in trust shall be distributed to the personal representative of such person's estate. G C. In making distributions from the Trust to or for the benefit of any minor or other person under a legal disability, the Trustees need not require the appointment of a guardian, but shall be authorized to pay or deliver the distribution to the custodian of such person, to pay or deliver the distribution to such person without the intervention of a guardian,to pay or deliver the distribution to the legal guardian of such person if a guardian has already been appointed, or to use the distribution for the benefit of such person. D. In the distribution of the Trust and any division into separate trusts and shares, the Trustees shall be authorized to make the distribution and division in money or in kind or in both, regardless of the basis for income tax purposes of any property distributed or divided in kind, and the distribution and division made and the values established by the Trustees shall be binding and conclusive on all persons taking hereunder. The Trustees may in making such distribution or division allot undivided interests in the same property to several trusts or shares. E. If at any time after Settlor's death the total fair market value of the assets of any trust established or to be established hereunder is so small that the corporate Trustee's annual fee for administering the trust would be equal to or less than the minimum annual fee set forth in the Trustee's regularly published fee schedule,then the Trustees in their discretion shall be authorized to terminate such trust or to decide not to establish such trust, and in such event the property then held in or to be distributed to such trust shall be distributed to the persons who are then or would be entitled to the income of such trust. If the amount of income to be received by such persons is to be determined in the discretion of the Trustees,then the Trustees shall distribute the property among such of the persons to whom the Trustees are authorized to distribute income, and in such proportions, as the Trustees in their discretion shall determine. F. The Trustees shall be authorized to lend or borrow, including the right to lend to or borrow from the Settlor's estate,at an adequate rate of interest and with adequate security and upon such terms and conditions as the Trustees shall deem fair and equitable. G. The Trustees shall be authorized to sell or purchase, at the fair market value as determined by the Trustees,any property to or from Settlor's estate,the estate of Settlor's spouse,or any trust created by Settlor or Settlor's spouse during life or by will, even though the same person or corporation may be acting as executor of Settlor's estate or the estate of Settlor's spouse or as trustee of any other such trusts and as the Trustee of this Trust. H. The Trustees shall have discretion to determine whether items should be charged or 6 credited to income or principal or allocated between income and principal as the Trustees may deem equitable and fair under all the circumstances, including the power to amortize or fail to amortize any part or all of any premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset,whether purchased at a premium or at a discount,as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution on any investment as income or principal or to apportion the same between income or principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any asset subject to depreciation or obsolescence, all as the Trustees may reasonably deem equitable and just under all of the circumstances. 1. The Trustees are hereby authorized and empowered to purchase such insurance policies as they deem appropriate. 5.02. Actions and Votlug by Trustees. When the authority and power under this Trust is vested in two (2) or more Trustees or Co-Trustees, the authority and power under this Trust or granted by law shall be vested in, and exercised by,each of the Trustees individually or all of the Trustees jointly,such that each Trustee may act independently,or the trustees may act jointly,in the administration or under the terms of the Trust agreement. 5.03. Trustees Power to Deal with Environmental Hazards. The Trustee shall have the power to use and expend the trust income and principal to(i) conduct environmental assessments, audits, and site monitoring to determine compliance with any environmental law or regulation thereunder;(ii)take all appropriate remedial action to contain,cleanup orremove any environmental hazard including a spill,release,discharge or contamination,either on its own accord or in response to an actual or threatened violation of any environmental law or regulation thereunder;(iii)institute legal proceedings concerning environmental hazards or contest or settle legal proceedings brought by any local, state, or federal agency concerned with environmental compliance, or by a private litigant; (iv) comply with any local, state or federal agency order or court order directing an assessment,abatement or cleanup of any environmental hazards;and(v)employ agents,consultants and legal counsel to assist or perform the above undertakings or actions. Any expenses incurred by the trustee under this paragraph may be charged against income or principal as the trustee shall determine. ARTICLE VI. SPENDTHRIFT PROVISION 6.01. General Provision. No beneficiary shall have the power to anticipate,encumber or transfer his interest in the Trust Estate in any manner other than by the valid exercise of a Power of Appointment. No part of the Trust Estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. 7 ARTICLE VII. CONSTRUCTION OF TRUST 7.01. Choice of Law. This Trust shall be administered and interpreted in accordance with the laws of the Commonwealth of Pennsylvania. 7.02. Code. Unless otherwise stated, all references in this Trust to section and chapter numbers are to those ofthe Internal Revenue Code of 1986,as amended,or corresponding provisions of any subsequent federal tax laws applicable to this Trust. 7.03. Other Terms. Unless the context otherwise requires,the use of one or more genders in the text includes all other genders, and the use of either the singular or the plural in the text includes both the singular and the plural. 7.04. Captions. The captions set forth in this Agreement at the beginning of the various divisions hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. 7.05. Situs of Trust. The Trust shall have its legal situs in Cumberland County, Pennsylvania. ARTICLE VIII. COMPENSATION OF TRUSTEES AND APPOINTMENT OF SUCCESSOR TRUSTEES 8.01. Compensation. The Trustees shall receive as their compensation for the services performed hereunder that sum of money,based on an hourly charge or percentage rate, which the Trustees normally and customarily charge for performing similar services during the time which they perform these services. 8.02. Removal of Trustees. Settlor may remove the Trustees,or any of them,at any time or times, with or without cause,upon thirty(30) days written notice given to the current Trustees. Upon the death of the Settlor, a majority of the current income beneficiaries may remove the Trustees, or any of them, at any time or rimes,with or without cause,upon thirty(30)days written notice given to the current Trustees. Upon the removal of the Trustees,or any of them, a successor Trustee(s) shall be appointed in accordance with the terms set forth in Paragraph 8.03. 8.03. Anuointment of Successor Trustees. The Trustees, or any of them,may resign at any time upon thirty(30)days written notice given to the Settlor if Settlor is living, or in the event of Settlor's death, upon thirty(30) days written notice given to the current income beneficiary or beneficiaries(including a beneficiary's natural or legal guardian or legal representative),hereunder. Upon the death, resignation, removal or incapacity of the Trustees, or any of them, a successor trustee(s) may be appointed by the Settlor during Settlor's lifetime, or, after Settlor's death, by a majority of the current income beneficiaries. Notwithstanding the foregoing provisions respecting 8 the appointment of a successor trustee(s), if and in the event that one Trustee shall die, resign, be removed,or be adjudicated incompetent,the remaining Trustee shall exercise the powers,and carry out the duties, of Trustee individually until such time as a successor trustee is appointed. Any successor trustee(s) shall be a financially sound and competent corporate trustee or issue of the Settlor. Any successor trustee(s)thus appointed,or,if the corporate trustee shall merge with or be consolidated with another corporate fiduciary,then such corporate fiduciary,shall succeed to all the duties and to all the powers, including discretionary powers,herein granted to the Trustees. 8.04. Exoneration of Trastee. No Trustee shall be liable for any loss or depreciation in value sustained by the Trust as a result of the Trustee retaining any property upon which there is later discovered to by hazardous materials or substances requiring remedial action pursuant to any federal, state,or local environmental law,unless the Trustee contributed to the loss or depreciation in value through willful default, willful misconduct, or gross negligence. 8.05. Indemnification of Trustee Upon Distribution. Notwithstanding any contrary provision in this Trust Agreement, the Trustee may withhold a distribution to a beneficiary until receiving from the beneficiary an indemnification an agreement in which the beneficiary agrees to indemnify the Trustee against any claims filed against the Trustee as an"owner"or"operator"under the Comprehensive Environmental Response,Compensation and Liability Act of 1980,as from time to time amended,or any regulation thereunder. ARTICLE IX. PERPETUITIES CLAUSE 9.01. General Provision. Notwithstanding anything to the contrary in this Trust, each disposition the Settlor has made here, legal or equitable, to the extent it can be referred in its postponement of becoming a vested interest to a duration measured by some life or lives in being at the time of Settlor's death is definitely to vest in interest, although not necessarily in possession, not later that twenty-one(21)years after such lives(and any period of gestation involved);or,to the extent it cannot be referred in any such postponement to such lives, is to so vest not later than twenty-one(21)years from the time of Settlor's death. ARTICLE X. ACQUISITION OF UNITED STATES TREASURY BONDS ELIGIBLE FOR TAX PAYMENT; PAYMENT OF TAXES,FUNERAL EXPENSES,AND EXPENSES OF ADMINISTRATION 10.01. Acquisition of Bonds. The Trustees may,at any time,without the prior approval or direction of the Settlor and whether or not the Settlor is able to manage Settlor's own affairs,acquire United States Treasury Bonds selling at a discount, which bonds are redeemable at their par value plus accrued interest thereon for the purposes of applying the proceeds to the payment of the United States estate tax on the Settlor's estate; and the Trustees may borrow from any lender, including themselves, with or without security, to so acquire these bonds. 9 10.02. Payment of United States Estate Tax by_Bond Redemption. The Settlor directs that any United States Treasury Bonds which may be redeemed at their par value plus accrued interest thereon for the purpose of applying the proceeds to the payment of the United States estate tax imposed on the Settlor's estate, and which are held by the Trustees, shall, to the extent of the amount determined to be required for payment of the estate tax, be distributed to the legal representative of the Settlor's estate to be used by the legal representative ahead of any other assets and to the fullest extent possible to pay the estate tax. 10.03. Payment of Death Taxes and Other Estate Settlement Costs. After the Trustees have complied with paragraph 10.02, above, and ascertained from the legal representative that all such bonds have been redeemed in payment of the United States estate tax,the Trustees shall also ascertain from the legal representative whether the legal representative has sufficient assets to pay the remaining legacy,succession,inheritance,transfer,estate and other death taxes or duties(except the additional estate tax imposed by Section 2032(c), or corresponding provisions of the Internal Revenue Code of 1486 applicable to the Settloes estate and imposing the tax) levied or assessed against the Settlor's estate(including all interest and penalties thereon), all of which taxes, interest and penalties are hereafter referred to as the death taxes, interest and penalties. If the legal representative advises the Trustees that insufficient funds exist to pay all the death taxes,interest and penalties, the Trustees shall then pay to the legal representative from the trust property, an amount equal to all the death taxes, interest and penalties in excess of the funds available to the legal representative for these purposes,which payments are to be made without apportionment. If the Executor of the Settlor's estate,in such Executor's sole discretion,shall determine that appropriate assets of Settlor's estate are not available in sufficient amount to pay(1) the Settlor's funeral expenses,and(2)expenses of administering the Settlor's estate,the Trustees shall,upon the request of the Executor of the Settlor's estate, contribute from the principal of the trust estate the amount of such deficiency, and in connection with any such action the Trustees shall rely upon the written statement of the Executor of the Settlor's estate as to the validity and correctness of the amounts of any such expenses, and shall finish funds to such Executor so as to enable such Executor to discharge the same, or to discharge any part or all thereof itself by making payment directly to the person entitled or claiming to be entitled to receive payment thereof. No consideration need be required by the Trustees from the Executor of Settlor's estate for any disbursement made by the Trustees pursuant hereto, nor shall there be any obligation upon such Executor to repay to the Trustees any of the funds disbursed by them hereunder,and all amounts disbursed by the Trustees pursuant to the authority hereby conferred upon them shall be disbursed without any right in or duty upon the Trustees to seek or obtain contribution or reimbursement from any person or property on account of such payment. The Trustees shall not be responsible for the application of any funds delivered by them to the Executor of the Settlor's estate pursuant to the authority herein granted,nor shall the Trustees be subject to liability to any beneficiary hereunder on account of any payment made by them pursuant to the provisions hereof 10 IN WITNESS WHEREOF,the Settlor and Trustees have hereunto set their hands and seals as of the day and year first above written. WITNESS: f� f C l (SEAL) VIVIAN L. ERICKSON, SETTLOR COMMONWEALTH OF PENNSYLVANIA : SS: COUNTY OF OW / On this, the 00 day of September, 2008, before me, a Notary Public, the undersigned officer,personally appeared VIVIAN L.ERICKSON,known to me(or satisfactorily proven)to be the person whose name is subscribed to the within Trust Agreement, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have set my hand and official S COMMONWEALTH OF PENNSYLVANIA CNoktirSrPublic Notarial Seal My Commission Expires: Ted L walker,Notary Public Lemoyne Born.Cumberland County .t My Commission Expires Jan.20,2011 Member.Pennsylvania Association of Notaries , . t 11 The foregoing Trust Agreement was delivered, and is hereby accepted, at Lemoyne, Pennsylvania, on September 1O '2008. (SEAL) WIT SS ARL E. ERICKSON,JR., TRUSTEE �n0:�- 4A2 Gc (SEAL) WI ESS STANLEY C. ERICKSON, TRUSTEE 12 SCHEDULE "A" SCHEDULE REFERRED TO IN THE ANNEXED TRUST AGREEMENT DATED: SEPTEMBER 10 12008 FROM VIVIAN L. ERICKSON, SETTLOR TO CARL E. ERICKSON,JR. and STANLEY C. ERICKSON , TRUSTEES Property Description: 1. Real Estate located at 616 Bosler Avenue, Lemoyne, Cumberland County, Pennsylvania, 17043-1816,having parcel identification of 12-22-0824-123. 13 p M&Tsank 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-502-4349 F ax (302)934-2955 September 18,2013 Law Offices Of Gates, Halbruner,Hatach & Guise, P.C. 1013 Mumma Road, Suite 100 Lemoyne, PA 17043 Re: Estate of Vivian L. Erickson Social Security: 165-26-7124 Date of Death: July 7, 2013 Dear Sir or Madam: Per your inquiry on September 09,2013,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 31035604 Ownership(Names oj) C.Eugene Erickson Carl E.Erickson(POA) Vivian L.Erickson Opening Date 0812811964 Balance on Date of Death $8,906.37 Accrued Interest $ .01 Total $8,906.38 2. Type of Account Installment Loan Account Number 12044443251324998 Ownership(Names oj) C Eugene Erickson(Borrower) Villian L. Erickson(co-borrower) Opening Date 0411612004 Balance on Date of Death $0.00**This amount is not to be used for payoff purposes. For a payoff balance, please call 1-800-724-2440 Current Balance $ .00 ** This balance is not a payoffbalance For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds, please cell the West Shore Plana at 717-731-1730. 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 fisted as Power of Attorney,Custodian of Uniform Transfers, Representative Payee,or Trustee under a Written Agreement Sincerely, Valarie Mercer Adjustment Services BRICKERS AUCTION Buy & Sell on Commission - Complete Sale Service 93 Texaco Rd., Mechanicsburg, PA 17055 766-5765 Personal Property of V ij Vl. iA) ►Z1 C({Sti�J Address Sold At Public Sale 1�j ( V 20 i 3 Outstanding Total Sale 1!Z U 2 1' 5 L�� b� DC\ Total checks Zq 14 vu Total Cash cash After Payout Expense T Auctioneer & Clerks Aft Cost 5 5 U v iv Sale Setup or Help 3 Total Expenses 1 5 0 i � V M&T Bank Understanding what§important? Summerdale Plaza office If you have any questions, please call our Telephone Banking Center at 1-800-724-2440 Today's Date: Business Date: 11/05/2013 11/05/2013 Time: 11:00 AM Checking Deposit $39,500.00 ****0848 6121 /04 39 Thanks for visiting us today. We are happy to assist you! Certificate Number: 06091 207104 315311 WIN CASH ! Take a short survey and let us know how we're doing. Visit www.mandtbanksurvey.com This invitation expires 7 days from date of receipt. No purchase or transaction required to enter. $$$$$$$$$$$$$$$$$$$$ V � mx 1163 �- r• r, o0 wey s /� CyIHGa� IS 77 - s 1'177 scXr X 'o "yam /576 '" / •• �C � � G / 9sy 44� "C" oaf " l9s� " /9Go .r t/oo x . � v 330 At /00 x 3tS = - �9�a _ .' __ __ 3�a x •ate �� vo l9G3 - " loot/ k ,3d _- 300 — S 4 c BUREAU OF INDIVIDUAL TAXES Pennsylvania Inheritance Tax pennsylvania PO BOX 280601 DEPARTMENT OF REVENUE HARRISBURG PA 17128-0601 Information Notice """"" REV-1543 EX OocEXEC(43-13) And Taxpayer Response FILE NO.21 ACN 13141734 DATE 08-02-2013 Type of Account Estate of VIVIAN L ERICKSON Savings SSN 165-26-7124 Checking Date of Death 07-07-2012 Trust CARL E ERICKSON County CUMBERLAND Certificate 105 LAUREL DR - ENOLA PA 17025-1544 C7 :13 C x C> CID �3 Cj Cr, -J 9ELCO COMMUNITY CREDIT UNION provided the department with the information below indicating that at the death of the above-named decedent you were a joint owner or beneficiary of the account identified. Account No.868431 Remit Payment and Forms to: Date Established 04-03-2008 REGISTER OF WILLS Account Balance $64,799.57 1 COURTHOUSE SOUARE Percent Taxable _i50 CARLISLE PA 17013 Amount Subject to Tax $32,399.79 Tax Rate X 0.045 Potential Tax Due $1,457.99 NOTE*: If tax payments are made within three months the decedent's date of death, deduct a 5 percent discount on the tax With 5%Discount(Tax x 0.95) $ (see NOTE*) due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A ❑No taxis due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. B F-]The information is The above information is correct, no deductions are being taken, and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C [_�The tax rate is incorrect. 74.5% 1 am a lineal beneficiary (parent, child, grandchild,etc.)of the deceased. (Select correct tax rate at right, and complete Part F-] 12% 1 am a sibling of the deceased. 3 on reverse.) ❑ 15% All other relationships (including none). D ❑Changes or deductions The information above is incorrect and/or debts and deductions were paid: listed. Complete Part 2 and part 3 as appropriate on the back of this form. E SvOrAsset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PA REV-1500 SCHEDULE G INTER-VIVOS TRANSFERS and MISCELLANEOUS NON-PROBATE PROPERTY MetLife Securities A MetLife Company 300 Davidson Avenue 2nd Floor, East Wing Somerset,NJ 08873 October 7, 2013 Gates, Halbruner, Hatch & Guise, PC Traci L. Sepkovic 1013 Mumma Road Ste 100 Lemoyne, PA 17043 RE: Vivian L. Erickson Dear Ms. Sepkovic, Attached please find the list of beneficiaries, the account registration,the DOD Value and a copy of the statement. Should you have any further questions,please contact Customer Service at 8800-638-8378. hank you, Ana Termyna BD Margin Associate/J Page 1 of 1 Participant/Beneficiary Summary (Account#: AA4064736) Title:IRA FBO VIVIAN L ERICKSON DECD RETIREMENT- IRA- ROLLOVER PERSHING LLC AS CUSTODIAN ROLLOVER ACCOUNT Home Phone: (717)732-0290 105 LAUREL DR Business Phone: US Tax ID #: 165-26-7124 ENOLA PA 17025-1544 Cell Phone: Primary IP#: CIR Account Holder Summary Name Participant Role US Tax ID # Home Phone Business Phone E-mail VIVIAN ERICKSON DECD ACCOUNT 165-26-7124 (717)732- HOLDER 0290 Participant Summary Name Participant Role US Tax ID # Home Phone Business Phone E-mail LARGE TRADER AUTHORIZED PARTY Beneficiary Summary Name Beneficiary Type US Tax ID # Relationship Gender Date of Birth Allocation(%) CARL ERICKSON PRIMARY 181-42-8849 SON MALE 02/04/1951 14.28 DARLENE SCOTT PRIMARY 181-42-8846 DAUGHTER FEMALE 03/22/1952 14.28 VERA GILLIS PRIMARY 202-42-6308 DAUGHTER FEMALE 06/29/1953 14.28 JEFFREY ERICKSON PRIMARY 202-42-6308 SON MALE 08/30/1954 14.28 RODNEY ERICKSON PRIMARY 202-42-6310 SON MALE 09/29/1958 14.28 STANLEY ERICKSON PRIMARY 202-42-6307 SON MALE 11/04/1959 14.28 BRADLEY ERICKSON PRIMARY 164-60-9348 SON MALE 06/07/1943 14.32 https://www2.netxpro.com/account services/servlet/AccountDetailsServlet?cmd=Darticit)an... 10/7/2013 7; � EG2 /f § » ©• NEW 7 � > r— 4 � A\ ) k ■ ) // 7 � 0=1 > ; S = G � i ra c <2o § ( §\ya - ) y\E\ \ \/\ y (( ° / ) \ n. \ R \\ \ * Ems , cu - ' 0 g kc !) -_ � , aE i kSG - Ems = ( § § % :-Yj om }'` k; + . � q 77 S % & , ƒ . a � . % J w ' �2■ � / � � � C% Beneficiary Change CONTRACT NUMBER s Request Form (must be completed for all requests) 0 Mail to: Nationwide Financial 8* ` Individual Annuities,PO Box 182021 16-1216-1 / 1 / 1 7 J I_3 o° Columbus,Ohio,43218-2021 g Fax to: (614) 249-8348 0 0 0 0 0 °o Name f Q / cks'o Address G 16 Ze) o-,7 A/r✓ Social Security Number /65'- 016 •- 71�2 c! crn ��inJG A. l 7c V .� Phone Number 7/7 763-<Y6 y O Date ,57 / /9 /.2oo 8 (MM/DD/YYYY) addrescheck rided. Thislfrthe esstOwner r uiirresrthe ownec sr signature at the bottom of ethis form. p q q 9 $ene,iciarv. Designation:.; Allocation to all Primary Beneficaries must equal 100%. Contingent mom Beneficaries must also equal 100% Primary Contingent Print Full Name (Last, First, MI) Allocation Relationship to Social Security Birthdate Annuitant Number (MM/DD/YYYY) L7T n ieleS0 L72jt[EY/°��% SeN fl1c�-Y� G3r•7 ii/`1 / v" CJ ❑ %DAU6r1-1r ✓r 2 ❑ 4k� ,k5em S; -,L�% S6/u ?oa- y9- .9 S-/?e-,11 � 2r ❑ Fri Rcc/.t ;Tom% �o,� mod- 5�a G3%o a9/9� Q ❑ c e:cks'c.t�. t�P4l�t c,LS. ! -% cSy,� /G'/-G 8 7/i 6 ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ Please be aware, the beneficaries designated will have rights to the contraact only upon the death of the annuitant, based upon the type of beneficiary and percentage allocation indicated on this form. Contract Owner's Signature Joint Owner's Signature ( if applicable) The company may require additional documentation if the request is signed by Fiduciary. *Nationwide Financial annuities are issued by Nationwide Life ��pInsurance pllCompany �pand Nationwide Life and Annuity Insurance Company. APO-5309-B �I����II�III������INIYII �IIIIIIII�iluil��������l� lllluu 08/2007 .arterly Statement Nationwide ,r 1, 2013 to Jun 30, 2013 On Your Side Contract Number: 01-5951143 Variable Annuity Portfolio It Visit nationwide.com/paperless and register for eDelivery,and we'll plant a tree on your behalf through our partnership with American Forests. Account Summary Quarter-TO-Date Year-To-Date Inception-To-Date Beginning Date 04101/2013 01/01/2013 10/12/2006 Beginning Contract Value $99,502.76 $94,470.44 $.00 Purchase Payments $.00 $.00 $100,000.00 Additional Contract Credits $.00 $.00 $13,577.46 Withdrawals/Charges $.00 $.00 ($27,486.72) Net Investment Results' $723.48 $5.755.80 $14,135.50 Ending Contract Value as of 06/30/2013 $100,226.24 $100,226.24 $100,226.24 _ Additional Contract Credits include Death Benefit deposits,Beneficiary Protector deposit,and other earning deposits. 'This is the net amount of investment gains or losses during each period. These results Include the deduction of charges as outlined In your prospectus. Please review the information in this statement carefully. Inaccuracies or discrepancies should be promptly reported to Nationwide in w writing. Please be advised that any oral communication should be re-confirmed in writing. You may contact our Customer Service rare Center at the telephone number or mailing address listed at the top of this statement. The Nationwide Lifetime Income Rider (Nationwide L.inc) Summary You have selected the Nationwide Lifetime Income Rider(Nationwide L.inc). ter. IMPORTANT L.INC VALUES, AS OF, II,, Income Benefit Base' 110 435.16 06/302013 G V IY Available tMno Withdrawal Amount $026 6 06!302013 Withdrawals Since Last Rider Anniversary Date $5,091.95 10/122012 Remaining Amount Until Next Rider Anniversary Dale $1,534.15 10/122013 'The income benefit base is set as of the most recent Nationwide Line drier anniversary,plus any deposits since the last rider anniversary,and adjusted for any withdrawals in excess of the annual income amount. Please see your prospectus and/or contact your advisor for more complete information on your Nationwide Line option. MTAAO 11 F1 015951143 040A00592071 Page 2 of 6 00000002000DD0060003679400a IW y IIIIIIIIIIIIIIIIIIIIIIIII 00149S Prepared by and Return to: Craig A.Hatch,Esq. Gates,Halbruner&Hatch,PC 1013 Mumma Road,Suite 1100 Lemoyne,PA 17043 TAX PARCEL NO. 12-22-0824-123 BOROUGH OF LEMOYNE DEED THIS DEED is made the 101"day of September,in the year two thousand eight(2008). BETWEEN VIVIAN L. ERICKSON, now of 616 Bosler Avenue, Lemoyne, Cumberland County, Pennsylvania, 17043,party of the first part,GRANTOR, AND CARL E. ERICKSON,JR.,and STANLEY C.ERICKSON, Trustees of THE ERICKSON FAMILY IRREVOCABLE TRUST dated September 10,2008,parties of the second part, GRANTEES. WITNESSETH,that said party of the first part, for and in consideration of the sum of One($1.00)Dollar, lawful money of the United States of America,well and truly paid by the said parties of the second part to the said party of the first part, at or before the sealing and delivery of these presents,the receipt whereof is hereby acknowledged, have hereby granted, bargained, sold, aliened, enfeoffed, released, conveyed and confirmed, and by these presents does grant,bargain,sell,alien,enfeoff,release, convey and confirm unto the said parties of the second part,their heirs, successors and assigns, ALL THOSE TWO certain lots of land situate in the Borough of Lemoyne, County of Cumberland, and State of Pennsylvania, more particularly bounded and described as follows,to wit: BEGINNING at a point on the southern line of Bosler Avenue, on the dividing line between Lots No. 95 and 96, Section D. on the hereinafter mentioned plan of lots; thence in a southerly direction along said dividing line one hundred fifty(150)feet to Apple Alley;thence in an easterly direction along the northern line of Apple Alley seventy(70)feet to Lot No.98,Sections D,on said plan;thence in a northerly direction along the westerly line of said Lot No. 98, one hundred fifty(150) feet to the Bosler Avenue; thence in a westerly direction along the southern line of Bosler Avenue seventy- (70) feet to the point or place of BEGINNING. BEING Lots Nos.96 and 97,Section D,in a plan of lots known as Plan No. 1,Riverton,Pennsylvania, said Plan being recorded in the Cumberland County Recorder's Office at Carlisle, Pennsylvania,in Deed Book "J,"Volume 4, Page 40. LOT NO. 96 HAVING THEREON ERECTED a single two-story brick dwelling house known and numbered as NO. 616 Bosler Avenue,Lemoyne,Pennsylvania. BEING the same premises which Minnie E. Witmer, by Deed dated July 31, 1961, and recorded in the Recorder of Deeds Office in and for Cumberland County, Pennsylvania, in Deed Book G20, Page 886, granted and conveyed unto C.Eugene Erickson and Vivian L. Erickson. C.Eugene Erickson departed this life, thereby vesting complete title under operation of law to Vivian L.Erickson,Grantor herein. THIS IS A TRANSFER FOR NOMINAL CONSIDERATION TO TRUSTEES OF AN ORDINARY TRUST WHERE THE TRANSFER OF THE SAME PROPERTY WOULD BE EXEMPT IF THE TRANSFER WAS MADE DIRECTLY FROM THE GRANTORS TO ALL OF THE POSSIBLE BENEFICIARIES THAT ARE ENTITLED TO RECEIVE THE PROPERTY OR PROCEEDS FROM THE SALE OF THE PROPERTY UNDER THE TRUST AND IS THEREFORE EXEMPT FROM THE PAYMENT OF REALTY TRANSFER TAX. TOGETHER with all and singular the buildings and improvements, ways, streets, alleys, driveways, passages, waters, watercourses, rights, liberties,privileges, hereditaments and appurtenances, whatsoever unto the hereby granted premises belonging,or in any wise appertaining,and the reversions and remainders, rents, issues, and profits thereof; and all the estate, right, title, interest, property, claim, and demand whatsoever of the said Grantor, as well at law as in equity, of, in, and to the same. TO HAVE AND TO HOLD, the said lot or piece of ground above-described, with all and singular the buildings and improvements thereon erected,hereditaments and premises hereby granted,or mentioned and intended so to be,with the appurtenances,unto the said Grantees,their heirs and assigns,to and for the only proper use and behoof of the said Grantees,their heirs and assigns forever. AND the said Grantor,for herself,herheirs,executors and administrators,does covenant,promise and agree, to and with the said Grantees,their heirs and assigns,by these presents,that she,the said Grantor, and her heirs, all and singular the hereditaments and premises hereby granted or mentioned and intended so to be, with the appurtenances,unto the said Grantees,their heirs and assigns,against them,the said Grantor and her heirs,and against all and every person and persons whomsoever lawfully claiming or to claim the same or any part thereof, by, from or under him, her, them or any of them, shall and will, subject as aforesaid, SPECIALLY WARRANT AND FOREVER DEFEND. IN WITNESS WHEREOF,the said party of the first part has hereunto set her hand and seal,the day and year first above-written. SIGNED, SEALED AND DELIVERED IN THE PRESENCE OF 4 VIVIAN L.ERICKSON COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF On this,the 16 cy of September,2008,before me,a Notary Public for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared VIVIAN L. ERICKSON, known to me (or satisfactorily proven)to be the person whose name is subscribed to the within instrument,and acknowledged that she executed the same for the purpose therein contained. IN WITNESS WHEREOF,I hereunto set my hand >cial syal. COf>hP.20ta'Ji G,';LTFI fir FiE[•':-J�.`IL\/F1NI/', (/// re+r t v di, N n?uhuc .Notary Public emmrlo En r,' +rt. :_,-rrrd cmnty ; My Comini:'.8irz! Jan.2G,2011 ! z My Commission Expires: A.&oi6or.Fcnr:nAva;lle+le.aculatinn r�E Nertaenn � /� • CERTIFICATE OF RESIDENCE I hereby certify that the present residence of the Grantees herein is as follows: Carl E. Erickson Jr. 105 Laurel Drive Enola,PA 17025 Attq ey for Grantees ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17013 �` x 717-240-6370 a Instrument Number-200832245 Recorded On 9/23/2008 At 12:35:24 PM *Total Pages - 5 *Instrument Type- DEED Invoice Number-29477 User ID-MSW *Grantor- ERIC KSON, VIVIAN L *Grantee-ERICKSON, CARL E JR *Customer- GATES & ASSOCIATES * FEES STATE WRIT TAX $0. 50 Certification Page STATE JCS/ACCESS TO $10. 00 JUSTICE DO NOT DETACH RECORDING FEES — $13. 50 RECORDER OF DEEDS AFFORDABLE HOUSING $11.50 This page is now part COUNTY ARCHIVES FEE $2 .00 of this legal document. ROD ARCHIVES FEE $3.00 WEST SHORE SCHOOL $0. 00 DISTRICT LEMOYNE BOROUGH $0. 00 TOTAL PAID $40 . 50 I Certify this to be recorded in Cumberland County PA °F cUNB n t `RECORDER O D EDS rrso *-Information denoted by an asterisk may change during the verification process and may not be reflected on this page. IIIIIII�IIIII IIII I OF ULIN I HAL FA, LLU CEN `j Net Seller Proceeds 116, 662 .6 4 ;n 13,2014 afw FA 0-5011442-0093866E 616 Bosler Ave Erickson Family to C 116, 662.64 N154-789 12-22-0824-123 �..._�. o- .. .. ,.. . :. . CEN 9622 — I,' TA OF CENTRAL LLC Not Bank �Jl ESCROW ACCOUNT NT /4 I�A._ 530 NORTH LOCKWILLOW AVE. PENNSYLVANIA HARRISBURG,PA 17112 (717)724-3724 3-7615/360 January 13, 2014 afW po LJ **One Hundred Sixteen Thousand Six Hundred Sixty Two dollars & Sixty Four cents ** **$116,662.64 HE R The Erickson Family Irrevocable Trust VOID AFTER 120 DAYS J/ l...f�. File No.CEN154-789 FA 0-5011442-0093866E 616 Bosler Ave Erickson Family o eMon ( Y AUTHORIZED SIGNATURE w�y` 'II11aCASt7nEA47 11'00962211' 1:0 360 76 ISO,: 623087132011' '+I fI I,ry OMB Approval No.2502-0265 �,Iilllll; A Settlement Statement(HUD-1) B.Type of Loan I.] FHA 2f-1 RHS 3.Ex CONV,UNINS. 6.FIIa Number: r.Lo-Number: a.Menges,Insurance Cue Number: 4.[] VA 5.E] CONY,INS. CEN154-789 C.Note:This loan Is furnished to give you a stelement or aclu it selllemenl posts.Amounts paid to end by the selllemenl agent e,e show,Items marked"tp.u.,)'were pold outside the closing:they are shown here for informational purposes and are not included in the totals. - e,Nama6Ptltlreata1sorrower. E.Nrme&Morose of Seller. F.Namo 6Add-of L0ndsr: Reinaldo Colon,and Mandel Colon,husband Carl E,Erickson,trustee,and Stanley C. Cash transaction and wife Erickson,Trustees of The Erickson Family 600 White Tail Drive Irrevocable Trust.dated 09/1012008 Lewisberry,PA 17339 a.PropeAy Leeallon: H.Serzlemenl Py[nl: 1.senlemem mto: 616 Scaler Ave T.A.of Central PA,LLC January 13,2014 Lemoyne,Pennsylvania 17043 530 North Lockwillow Avenue Lot 96 and 97,Section D,Plan No.1 Riverton, Harrisburg,Pennsylvania 17112 Book J Vol.4,Page 40,Cumberland County, 717-724-3724 fax:866-858-2780 Pennsylvania T.4.al Central T.A.of Central PA,LLC 530 North Lockwillow,Avenue Harrisburg,Pennsylvania 17112 Phone:(717)724-3724 J. Summary of Buyer's Transaction K. Summary of Seller's Transaction 100.Gross Amount Due From Buyer: 400.Gross Amount Due To Seller: 101. Contract Sales Price 1 125,000.00 401. Contract Sales Price 125,000.00 102. Personal Property 402. Personal Property 103. Settlement Charges to Buyer line 1400 2,678.50 403. Adjustments for Items Paid by Seller in Advance: Adjustments for Items Paid by Seller in Advance: 106. City/Town Taxes 406. City/Town Taxes 107. County/Parish Taxes 407, Count /Parish Taxes 108. Assessments 408, Assessments 108 2013-14 School Taxes Jan 14,2014 thru Jun 30, 788.27 409. 2013-14 Schaal Taxes Jan 14,2014 thru Jun 30, 788.27 2014 2014 110 Sewer:118-217(both units)Jan 14,2014 thru Feb 104 84 410 Sewer:1/8-2/7(both units)Jan 14,2014 thru Feb 104 84 7.2014 7.2014 111, Trash-isl Quarter Jan 14,2014 thru Mar 31,2014 37.22 411, Trash-1st Quarter Jan 14 2014 thru Mar 31,2014 37.22 120. Gross Amount Due from Buyer: 128,608.83 420. Gross Amount Due to Seller: 125 930.33 200. Amounts Paid by or in Behalf of Buyer: 500. Reductions in Amount Due to Seller: 201. Deposit or Earnest Money 5,000.00 501. Excess Deposit see instructions 202. Principal Amount of New Loan 502. Settlement Charges to Seller Line 1400 9,236.00 203. Existing Loans taken subject to 503. Existin Loans taken subject to 204. 504. Release of First Menage HELOC-Closed Out by M&T Bank to Satisfy Bk 1862 Pq 227 205. 505. Payoff of Second Mort a e Loan n/a 206. 506. Purchase Money Mort a e Adjustments for Items Unpaid by Seller: Adjustments for Items Unpaid by Seller: 210 2014 County&Borough Taxes Jan 1,2014 thru 31.69 510. 2014 County&Borough Taxes Jan 1,2014 thru 31.69 Jan 13.2014 Jan 13 2014 211. county/Parish Taxes 511. County/Parish Taxes 212. Assessments 512. Assessments 220. Total Paid by/for Buyer: 5,031.69 520. Total Reductions in Amount Due Seiler: 9,267.69 300. Cash at Settlement from/to Buyer: 600. Cash at Settlement to/from Seller: 301. Gross Amount due from Buyer line 120 128,608.83 1 601. Gross Amount due to Seller line 420 125,930.33 302, Less Amount Paid by/for Buyer line 220 5.031.591 602. Less Retluctions Amount due Seller line 520 9,257.59 303. Cash From Buyer. $123,577.14 603, Cash To Seller: $116,662.64 The Public Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting,reviewing,and reporting the data. This agency may not collect this Information,and you are not required to complete this form,unless it displays a currently valid OMB control number. No confidentiality is assured;this disclosure Is mandatory.This is designed to provide the parties to a RESPA covered transaction with information during the settlement process. � '" Buyer Initials: ��-Reinaldo Colon -acmaribel Colon p Stanley C.Erickson, Seller Initials: L t Carl E.Erickson,trustee 3 GE Trustees of The Erickson Family Irrevocable Trust Previous editions are obsolete Page 1 of 3 HUD,1 File Number:CEN154-789 Settlement Date:January 13,2014 FA 0-5011442-0093866E L. Settlement Charges Paid from Paid from 700. Total Sales/Broker's Commission:$7,500.00 Buyer's Seller's Division of Commission line 700 as follows Funds at Funds at 701. 3750.00 to ERA-NRT LLC Settlement Settlement 702. 3,750.00 to Keller Williams of Central PA East 703. Commission Paid at Settlement 7,500.00 704. Additonal Commission to ERA NRT,LLC 195.00 705. Additional Commission to Keller Williams of Central PA East 300.00 800. Items Pa able in Connection with Loan: 801. Our origination charge (from GFE#1) $0.00 802. Your credit or charge(points)for the specific interest rate chosen (from GFE#2) $0.00 803. Your adjusted origination Charges from GFE#A 804. Appraisal Fee 805. Credit Report 806. Tax Service 807. Flood Certification 900. Items Required by Lender to be Paid in Advance: 901, Daily interest charge from Jan 13 2014 from GFE#10 902. Mortgage Insurance Premium from GFE 13 903. Homeowner's Insurance from GFE#11 1000.Reserves Deposited with Lender: 1001. Initial deposit for your escrow account from GFE#9) 1002. Homeowners Insurance 1003. Mort a e Insurance 1004. Property Taxes 1005. School Taxes 1100.Title Charges; 1101. Title services and lender's title Insurance from GFE#4 35.00 1102. Settlement or Closing Fee IF 1103. Owners Title Insurance(FirstAmerican Title Insurance Company) (from GFE#5) to T.A.of Central PA,LLC 1,025.00 1104. Lender's Title Insurance(First American Title Insurance Company) - Lender's Premium $ 1105. Lenders Title Policy Limit$ 1106. Owner's Title Policy Limit$125,000.00 1107. Agents Portion of the Total Title Insurance Premium $871.25 1108. Underwriter's Portion of the Total Title Insurance Premium $153.75 1109. Tax Certification Fee to T.A.of Central PA LLC 10.00 1110. Notary to Abby F.Wendel 21.00 1200.Government Recording and Transfer Charges: 1201. Government Recording Charges from GFE#7 68.50 1202. Deed$68.50 Mortgage$0.00 Releases$0.00 1203. Transfer Taxes from GFE#8) 1,250.00 1204. City/County tax/stamps Deed$1,250.00 Mortgage$0.00 1205. State tax/stamps Deed$1,250.00 Mortgage$0.00 1,250.00 1206. Other Tax 1 1207. Omer Tax 2 1300.Additional Settlement Charges: 1301. Re uiretl services that you can shop for from GFE#6 1302. Survey 1303. Pest Inspection 1304. 2013 County 8 Borough Taxes to Faith A-Nicola,Tax Collector oc$871.84 by Seller 1305. 2013-14 School Taxes to Faith A.Nicole,Tax Collector poc$1,712.61 by Seller 1306. Trash-1 sl Ouarter 2014 to Penn Waste oc$43.50 by Seller 1307. 2014 County 8 Borough Taxes-bills not out until Feb 2014 1306. Sewer:12/6-117(both units) to Lemoyne Borough 130.00 1309. Sewer:118-2/7(both units) to Lemoyne Borough 130.00 1400. Total Settlement Charges(Enter on line 103,Section J and line 502,Section K) $2,678.50 $9,236.00 1 have carefully reviewed the HUD-1 Settlement Statement,and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and disbur- manarms,tl on my account or by me In this transaction. I further certify that I have received a copy of HUD-1 Settlement Statement. Buyer: Seller: Reinal 0 101 /p o ��7�, Carl E.Erickson,trus/tee Buyer: ��/ Q CO "' "J Seller: "` March I Colon Stanley C.Erickson,Trustees of The Erickson Family Irrevocable Trust The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the fonds to be disbursed in accordance with in 10s ructlonpr i tthe parties hereto. FA 0-5011442-0093866E Settlement Agent: �. / r}� l,l tti. Date: January 13,2014 Abby Wendel WARNING: It is a crime to knowingly make false statements to the United Slates on this or any other similar form.Penalties upon conviction can Include a One and imprisonment. For details see Title 18 U.S.Code Section 1001 and Section 1010. Previous editions are obsolete Page 2 of 3 HUD-1 File Number:CEN154-789 Settlement Date:January 13,2014 FA 0-5011442-0093866E Comparison of Good Faith Estimate IGFE)and HUD Charges Charges That Cannot Increase HUD Line No. Good Faith HUD Estimate Our origination charge #801 0.00 0.00 Your credit or charge(points)for the specific interest rate chosen #802 0.00 0.00 Your adjusted origination charges #803 0.00 700 Transfer taxes #1203 0.00 1,250.00 Charges That in Total Cannot Increase More Than 10% HUD Line No. Good Faith HUD Estimate Government Recording Charges #1201 0.00 68.50 Total 68.50 Increase between GFE and HUD Charges 68.50 100.00 Charges That Can Change HUD Line No. Good Faith HUD Estimate Initial deposit for your escrow account #1001 0.00 1 0100 Daily interest charge from Jan 13 2014 #901 0.00 0.00 Loan Terms Your initial loan amount is S Your loan term is 0 years Your initial Interest rate is 0% Your initial monthly amount owed for principal,Interest,and S includes any mortgage Insurance Is [X)Principal [X]Interest Mort a e Insunce Can your interest rate rise? [X]No. [ ]V ra es,it can rise to a maximum of_%.The first change will be on and can change again every after .Every change date,your interest rate can increase or decrease by_%.Over the life of the loan,your interest rate is guaranteed to never be LOWER than_%or HIGHER than %. Even if you make payments on lime,can your loan balance (X]No. [ ]Yes,it can nse to a maximum of S rise? Even if you make payments on time,can your monthly [X]No. ( ]Yes,the first increase can be on and the monthly amount amount owed for principal,Interest,and mortgage owed can rise to$ Insurance rise? The maximum it can ever rise to is S Does your loan have a prepayment penalty? X j No.j ]Yes,your maximum prepayment penalty is S Does your loan have a balloon payment? [X]No. [ ]Yes,you have a balloon payment of S due in_years on Total monthly amount owed including escrow account [X]You do not have a monthly escrow payment for items,such as property taxes payments and homeowners insurance.You must pay these items directly yourself. [ ]You have an additional monthly escrow payment of S that results in a total Initial monthly amount owed of$ .This includes principal,interest, any mortgage insurance and any items checked below: [ ]Property taxes [ ] ( ]Flood insurance [ ] Homeownerslnsuranc8 Note:If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender. Previous editions are obsolete Page 3 of 3 _ HUD-1 1 F! f S Rt MUNAN wi-My 2 KNOERGAMM 1104 C&M v QJAO nAMP Ml , PA. 17UII FA pah Lot 60 julll 13 U4:3301 :ORA pla, 'bli 50 01 f i 7.50 ju liu fin 1,1 34 MCI 1 6,70 0MLS Lid Amount ULM WE Hapt vim 117i saw TOUR TIME HERF AT GUMFIN'S ❑ GULL 1 F 1 y,& 1 MO ERGROUND WE if, Q SFE YOH AGAIN TON! CHECK US OUI ON [HE WEB WWWYMMYS-NET I H F.V I' CF GREA! V R PuuK FOOD DUALITY GREA! FAIR POOR I PARTHEMORE Funeral Home & Cremation Services, Inc. August 2, 2013 1303 Bridge Street P.O. Box 431 Mr. Stanley C. Erickson New Cumberland,PA 17070 325 Starner Station Road PH:(717) 774-7721 Gardners,PA 17324 CX: (717) 774-5546 vvmw.parthemorc,ccm Dear Mr. Erickson; The following itell's were either not funded or not guaranteed in the pre- arrangenients for Vivian L. Erickson: Actual Cost As Funded Gilbert W. Parthemore Death lNotice, Harrisburg Patriot $ 307.92 $ —0— Founder Certified Death Certificates 90.00 20.00 Gilbert J. Parthemore Hairdresser 45.00 35.00 Supervisor Clergy Hojiorarinni 175.00 75.00 Flowers,Casket Spray 225.00 127.20 Stephen K.Parthemore President,CFSP Bruce R.Parthemore Subtotals: $ 842.92 $ 257.20 Pre-Need -Coordinator,"PC Difference: $ 585.72 Total Due: S585.72 Please call if you have any questions, Thank yon, Pennsylt=a FIrneral Directors Association 0 0 l7dcra,17- Goldcn Rule ox� PARTHEMORE Fune & Cremation Services, Inc. Mr.Stanley C.Eri c n ( 7/912013 325 Starner Station Gardners,PA 17324 bffil For the Services of Vivian L. Erickson 1303 Bridge Street P.O. Box 431 New Cumberland,PA 17070 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way ive can. Please feel free to contact us if you have any questions in regard to this statement. The following PH:(717) 774-7721 is an itemized statement of the services,facilities,automotive equipment and merchandise that you selected Fu: (717) 774-5546 when making the funeral arrangements. lV!`1:`.jJa rt h,2m(?re.=C rii Terms ! Due Date j Account# Net 30 818(2013 j 6641.0 Description Amount 0.00 Death Notice,Harrisburg Patriot 3117.92 Gilbert W.Parthemore i 15 Certified Copies of Death Certificate j 90.00 j Founder Hairdresser 45.00 Clergy Honorarium 175.00 Gilbert J. Parthemore j Flowers,Casket Spray 225.00 Supervisor 1 Total Cash Advances 84292 j Stephen K. Parthemore j Pre_<ident, UP 0.00 j Traditional Funeral Service 6.495.00 Bruce R. Parthemore 'Treasure for the King Stationery Set ! 135.00 18 Ga. Steel New Horizon Casket ! 2,39 .00 Pre-N2Ed Coordinator, CPC {I Total Services and Merchandise i 9.025.00 -- Pre-Need Discount -1,451.73 j i ' l Proiesslonal lvlemberships- ! I Pennsylvania Puneral Directors Association 1 I � t 01"dei,,l tl, G,-.)lcicn mull, Totai $8.416.19 Payments/Credits 58.416.19 Balance Due So.00 i RECEIPT FOR PAYMENT r GLENDA FARNER STRASBAUGH Receipt Date : 8/02/2013 Cumberland County - Register Of Wills Receipt Time : 12 : 00 : 53 One Courthouse Square Receipt No. : 1075098 Carlisle, PA 17613 ERICKSON VIVIAN L Estate File No. : 2013-00839 Paid By Remarks : CARL E EICKSON WZ - - - ----- -------- - ------- Receipt Distribution ----------------- ------ - Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 90 . 00 CUMBERLAND COUNTY GENERAL FUN WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 15 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN -- --- -- -- Check# 7436 $178 . 50 Total Received. . . . . . . . . $178 . 50 f /s'.O[I /93 .S 0 LZ RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date : 8/02/2013 Cumberland County - Register Of Wills Receipt Time : 12 : 16 : 39 One Courthouse Square Receipt No . : 1075102 Carlisle, PA 17013 ERICKSON VIVIAN L Estate File No. : 2013-00839 Paid By Remarks : CARL EUGENE ERICKSON JR Wz ---------------- -------- Receipt Distribution ------------ ------------ Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE 15 . 00 CUMBERLAND COUNTY GENERAL FUN ------- - -------- Cash $15 . 00 Total Received. . . . . . . . . $15 . 00 RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date : 11/07/2013 Cumberland County - Register Of Wills Receipt Time : 12 : 23 : 15 One Courthouse Square Receipt No . : 1076153 Carlisle, PA 17013 ERICKSON VIVIAN L Estate File No. : 2013-00839 Paid By Remarks : GATES HALBRUNER HATCH GUISE WZ ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE 25 . 00 CUMBERLAND COUNTY GENERAL FUN --- -- Check# 17402 $25 . 00 Total Received. . . . . . . . . $25 . 00 V 6L9190 li 1611II I IIII I161I Till ill Ili HII II1161116111 n O U aJ vf.9 vOi L N. 6f� NJN ro m O d O If INIt rL C m O N > a° J rn Y J pp � ov p o m Od JaJ aD O� J oC, [lr�mO F � taoN a Oi/1 Ll ofd Tw' O.> >'+0-+-,i Y u a O �y C v .-i��a �° °. o N I A> awo MC aJ O.O TO CmOV J3 O m °.� ,,; > ac Jan °'my3� a`u°.i Y" �Y°i,r� aci E o' 0 U L 3u ro O C W ,a U uJ mN- < ° 2 � E a o00 ON u O Y e' H mti w ® C r0 E J'a' Nod v@i to a0+ cp L pC N u U e $ y mm o.° u C= C .� N u� in C C vf6O t' � d O- rCaa pEj 0 -co d t6 0D " aJ,Y"i ai d °-'u acJ u c °T°nw 'c-Wm m i? r > d oa`J V m f0 d = m c NO LL m V a+aL+yf N tJ °a N00J� am++d pJ i6 _LW O Ly�juC ECO OJNtO C Cal � p� C � d a �� z m aY'i.c3 3dQ> 12 0 m�T-Oo.L.a E yo�dd� mrvu¢ a+ d C �p U O J w u �i L • • • (�/ in O. 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E o E CL V r'o > E O E a Y M a Y° E a ?v« Cf a` d o a a� oannA O ° Lin O C v -T U '�,L Y iC a o m " c 3 a o u . ,. o,z c u G w ,� m c �N ' N a N a m a a-o '^ C m u -L w 0 w u Wu fA Lw�a Em- o5w:c0 = cy `°Y�,LC OU N O. ID YC ° d YJ.-.� 0 = wONYaCD a 200a � a Y � 3 g 3a0'> c , o m� �°o�a E ca "U< d �� L aL Oa mNU¢ , v C e mo u wu3 i. CL CL m m u �-° Q Q a�- o } 0. IF L N two O O d v ZD E z o M'3 0 > Y x o m _ 0 ¢a E c a o 3 o a OYOMm � NN N fi m 00 M Y a O j ?C�WLL G1 O C, 2]a ? Oou.=�_ m E p c ° a OL 0 y U C C to .Q N t t L t6 O0 a m °i a 4 Q N c m M m a w N to O. 'i Z ti .tip O } . `e V OQ¢ Laa+ L O� ■ in U°'f cl v o way Z O Jm0 W Q L<< we 0 � o+a+ a VfUID� �} M H E C Ow L a o F- 3 (4MH)Aep Jad'5ny Questions?Please Visit us online at Page 1 '' ' © contact us by Nov 27. .ppletectric.com 1-800-DIAL-PPL ' I pa (1-800-342-5775) 79260-75011 Nov27,2013 $18:43 eiacw.uaiw.. M-F:Sam to Spin Your Electric Usage Profile Billing Summary (Billing details on back) Service to: Balance as of Nov 6,2013 $0.00 CARL ERICKSON 1 �t, Charges: LEMOYNE, PA 17044 3 616 BOLER AVE �L^r �� Total PPL Electric Utilities Charges $18.43 !"i' Meter:84506716 Total Charges $18.43 Your next meter reading is on or about Dec 6, 2013. 1 ount Due 6y Nov.27,2013 $18.43 This section helps,you understand your electric use by Account Balance $18.43 noted. Meter readings are actual unless otherwise PPL Electric Utilities'price to compare for your rate is$0.08777 per kWh. This graph shows the average number of kWh you used This changes the 1st of Mar,Jun,Sept,and Dec.Visit papowerswitch.com each day. You used 66 kWh in 20 days,or an average of or www.oca.state.pa.usf0r supplier offers. 3 kWh a day. Your Message Center The average daily temperature for your area last month was 49F. . This bill covers a Shorter period than usual- 02013 • Go Paperless,and receive a FREE LED at pplelectric.com/gopape rless e • Information about appliance energy use and tips on 3 s saving energy are available through the Energy Library - 4 on our Web site, pplelectric.com/e-power o a • Before digging around your home or property,you o a should always tail the state's One Call notification System to locate any underground utility lines. You can Q i do this by simply dialing 811,which will connect you to ° the One Call system. Be safe and call 811 before you J F M A M J J A S ° N D dig. Months E Nov 6 Actual 26209 Payment Methods i Oct 17 i— Actual 26143 Online at: By phone:1-800-342-5775 20 Days kWh Billed 65 V pplelectric.com or call BillMatr;x(service fee applies) _ at 1-800-672-2413 to pay using Visa, - MasterCard, Discover or debit card. By Mail: Correspondence should Lee sent ta: 2 North Stn Street Cum omen Services CPC-GENNI 827 Hausman Road Ailent-otvq, PA 1Q101-1175 Atle •to.^,n, PA 1°1v:'-919 Other important'information on the back of this bill-3 Questions?Please Visit us online at Page 1 contact us by Nov 27. pplelectric.com EN • •. ; �q�'y6s 1-800-DIAL-PPL P (1E -800-342-5775) 1 78460-75015 Nov 27,2013 M-F:Sam to 5pm _ wr Electric Usage Profile Billing Summary (Billing details on back) :rice to: ! Balance as of Nov 6,2013 $0.00 RL ERICKSONy7 Charges: 5 BOSLER AVE t Total PPL Electric Utilities Charges $33.28 0OYNE, PA 17043 ('j C :ter:79830828 Total Charges $33.28 sr next meter reading is on or about Dec 6, 2013. mount Due By Nov 27.1 2013 $33.28 ssection helps you understand your electric use by Account Balance $33.28 rth. Meter readings are actual unless otherwise PPL Electric Utilities'price to compare for your rate is$0.08777 per kWh. This changes the 1st of Mar,Jun,Sept, and Dec. Visit papowerswitch.com s graph shows the average number of kWh you used or www.oca.state.pa.us for supplier offers. h day. You used 184 kWh in 20 days, or an average 3 kWh a day. Your Message Center average daily temperature for your area last month • This bill covers a shorter period than usual. >49F. p 2013 • Go Paperless, and receive a FREE LED at . pplefectric.com/gopaperiess iz I • Information about appliance energy use and tips on '-4 saving energy are available through the Energy Library on our Web site, ppielectric.com/e-power m • Before digging around your home or property,you m s should always call the state's One Call notification ° system to locate any underground utility lines. You can Z L II do this by simply dialing 811,which will connect you to the One Cali system. Be safe and call 811 before you dig. J F M A M J J A S O N D Months Nov 6 Actual 96871 Payment Methods Oct 17 Actual 96687 Online at: ©By phone:1-800-342-5775 20 Days kWh Billed 184 pplelectric.com or call Bill Matrix(service fee applies) at 1-800-672-2413 to pay using Visa, — MasterCard, Discover or debit card. — ® By Mail: Correspondence should be sent to: 2 North 9th Street Customer Services CPC-GENN1 827 Hausman Road — Allentown,PA 18101-1175 Allentown,PA 18104-9392 Other important information on the back of this bill 4 o / Questions?Please V U isa us on me at ­­a) 6Dntact us by Nov 12. pplelectric ocim, BitiAcct.No. Date Amount Due i P11 1-8013-DIAL-PPL .- .. 4 (1-800-342-5775) 79260 75002 Nov 12,2013 �e�xauex• M-F:Sam to 5pm Your Electric Usage Profile �,1� Billing Summary (Billing details on back) Balance as of Oct 21,2013 $0.00 Service to: f / Chaves: 616 BO E Y SCOTT �y /� / g 616 BOStER AVE RR 1/l � Total PPL Electric Utilities Charges $7.15 , LEMOYNE, PA 17043 ` / $7.15 Meter:84506716 (j Total Charges Amount )pe By Nov 12 2013 37 This section helps you understand your year-to-year Account Balance $7.15 electric use by month. Meter readings are actual unless PPL Electric Utilities'price to compare for your rate is$0.08777 per kWh. otherwise noted. This changes the 1st of Mar,Jun,Sept,and Dec.Visit papowerswitch.com 112012 02013 or www.oca.state.pa.us for supplier offers. 60 t Y_our Message Center 50 • A new price for the quarterly distribution system z aD improvement charge is effective from Oct. 1, 2013 n through Dec. 31,2013 b • Budget Settlement Summary after 12 months: 20 We billed you $1,360.11 a iD Including this bill;you used $1,360.11 0 D � I F M A M J 1 A 5 0 N 0 ° Months • We have added $10.96 to this bill to settle your Budget Average Average, Billing Plan. ` • Go Paperless,and receive a FREE LED at Comparison Billed kWh/Day Temp. pplelectriacom/gopaperless Oct 2013 9 24 1 58F Oct 2012 29 1006 35 51F :e Reading Payment Methods Oct 17 Actual 26143 J� Online at: ©By phone: 1-800-342-5775 Oct g Actual 26119 U pplelectric.com or call 8111Matrix(service fee applies) at 1-800-672-2413 to pay using Visa, 9 Days kWh Billed 24 MasterCard, Discover or debit card. By Mail: Correspondence should be sent to: Nov 2012-Oct 2013 12740 1062 2 North 9th Street Customer Services CPC-GENN1 827 Hausman Road Nov 2011-Oct 2012 12283 1024 Allentown, PA 18101-1175 Allentown, PA 18104-9392 Other important information on the back of this bill 4 Questions?Please Visit u5 online at Flna{ B"11 Page 1 contact us by Nov 7. ppletectr'ic.com I PPp�j 1.0. 1-800-DIAL-PPL , ." j1-800.342-5775) 78460 75006 N0v 7 2013 M-F:Sam to 5 m ' 51 PPL p1mcAHC L111110.0 p _ •.• ..•...•. _..,- ` Your Electric Usage Profile _ Billing Summary (Billing details on back) Service to: i Balance as of Oct 17,2013 $36.39 6 EUGENE SONi Charges: 6 BOSLER AVE Total PPL Electric Utilities Charges $10.32 L€MOYNE, PA 17043 Meter:79830828 Total Charges $46,51 { This section helps you understand your year-to-year Account Balance $46.51 otherwise use by month. Meter readings are actual unless_ PPL Electric Utll'rties'price to compare for our rate is$0.08777 per kWh. otherwise Hated. This changes the 1st of Mar,Jun,Sept, and Dec.Visit papowerswitch.com 112012 ■2013 or www.oca.state.pa.us for supplier offers. 6o r__ — Your Message Center • A new price for the quarterly distribution system 4° improvement charge is effective from Oct. 1,2023 a 30 through-Dec.31;2013 IN 20 • Go Paperless,and receive a FREE LED at is 4111111 pplelectric.com/gopaperiess 0 : information about appliance energy use and tips on 1 F M A M J J A S 0 R o saving energy are available through the Energy Library x on our Web site,ppletectric.com/e-power Months a We appreciate the opportunity to have served you. ■ ( Because you have paid your bills within 30 days over 1f the past year,you have established an excellent payment record with PPL Electric Utilities. Oct 2013 9 49 5 .58F Oct2012 1 29 680 23 51F Payment Methods Oct 17 Actual 96687 Online at: ®By phone:} *R Oct 8 Actual � 96638 v PPielectric.com or calf BillMatrix(service fee applies) at 1-800-672-2413 to pay using Visa, 9 Days kWh Billed 49 MasterCard, Discover or debit card: ® By Mail: Correspondence should be sent to: Nov 2012-Oct 2013 8304 gg2 2 North 9th Street . Customer Services CPC-GENNI 827 Hausman Road Nov 2011-Oct 2022 10583 882 Allentown,PA 18101-1175 Allentown, PA 18104-9392 _ Other important information on the back of this bill'4 Questions? Please Visit us online at Page 1 97 ✓"` ":' © contact us by Oct 29. pplelectric.com it Acct. 1-SM131AL-PPL _ - Date Amount j PF (1-800-342-5775) 78460-75006 Oct 29, 2013 $36.39 7777 1 A`rj.m, uw... M-F:Sam to Spm X� Your Electric Usage Profile / Billing Summary (Billing details on back) Service to: J Balance as of Oct 8,2013 $0.00 C EUGENE ERICKSON ( °7 1 Charges: 616 BOSLER AVE 01 I/ Total PPL Electric Utilities Charges $36.39 LEMOYNE, PA 17043 �• /el Meter:79830828 Total Charges $36.39 Your next meter reading is on or about Nov 6, 2013. g By Ocf 29,2013.. $36.39 This section helps you understand your year-to-year Account Balance $36.39 otherwise use not rrond'+. Meter readings are actual unless _PPL Electric Utilities'price to compare for your rate is$0.08777 per kWh. otherwise noted- This changes the 1st of Mar,Jun,Sept,and Dec. Visit papowerswitch.com M 2012 E2013 or www.oca.state.pa.us for supplier offers. :F 50 o I Your Message Center 3 EA _ • A new price for the quarterly distribution system improvement charge is effective from Oct. 1;2013 0 30 through Dec. 31,2013 a 20 — • Go Paperless,and receive a FREE LED at 10 pplelectric.com/gopaperless 0 • Information about appliance energy use and tips on J F M A M J J A 5 0 N D saving energy are available through the Energy Library on our Web site, pplelectric.com/e-power Months • Keep light bulbs and fixtures clean. Dust and dirt absorb oS1 light and can reduce light output by as much as half. • Save postage and late charges-sign up for Automated D' ' Bill Payment. Oct 2013 32 186 6 64F Oct 2012 1 32 798 25 63F Payment Methods Oct 8 Actual 96638 Online at: ©By phone: 1-800-342-5775 Sep 6 Actual 96452 pplelectric.com or call BillMatrix(service fee applies) at 1-800-672-2413 to pay using Visa, 32 Days kWh Billed 186 MasterCard, Discover or debit card. . ® By Mail: Correspondence should be sent to: Nov 2012-Oct 2013 8935 745 2 North 9th Street Customer Services CPC-GENN3 827 Hausman Road Nov 2011-Oct 2012 10822 9022 Allentown, PA 18101-1175 Allentown, PA 181049392 Other important information on the back of this bill 4 Questions?Please `J l Visit us online at Page 1 0 contact us by Sep 27. U pplelectric.com I, • • , • - 1-800-DIAL-PPL Bill Acct.PPI` '` (1-800-342-5775) 78460-75006 Sep 27, 2013 $33.28 umui•• M-F:8am to Spm Your Electric Usage Profile Billing Summary (Billing details on back) Service to: Balance as of Sep 6,2013 $0.00 C EUGENE ERICKSON Charges: 616 BOSLER AVE Total PPL Electric Utilities Charges $33.28 LEMOYNE, PA 17043 Meter:79830828 Total Charges $3128 Your next meter reading is on or about Oct 8, 2013- Amount Due By Sep 27,2013 $33.281 This section helps you understand your year-to-year Account Balance $33.28 electric use by month. Meter readings are actual unless PPL Electric Utilities'price to compare for your rate is$0.08777 per kWh. otherwise noted. This changes the 1st of Mar,Jun,Sept, and Dec. Visit papowerswitch.com B2012 02013 or www.oca.state.pa.us for supplier offers. 60 Your Message Center so 3 ao • Go Paperless,and receive a FREE LED at ppielectric.com/gopaperiess ° 30 i • Information about appliance energy use and tips on 20 saving energy are available through the Energy Library on our Web site, pplelectric.com/e-power io • o Before digging around your home or property,You F M A M 1 J A S O N D should always call the state's One Call notification o system to locate any underground utility lines. You can Months do this by simply dialing 811,which will connect you to the One Call system. Be safe and call 811 before you Monthly Days Average Average dig. kWh/Day Comparison Billed kWh • Save postage and late charges-sign up for Automated Bill Payment. /jl i13 Sep 2013 30 167 6 72F Sep 2012 1 30 1 683 23 73F /G Billing Payment Methods Sep 6 Actual 96452 Online at: O By phone:l-800342-5775 Aug 7 Actual 96285 U PP electric.com or call BillMatrix service fee applies) _ at 1-800-672-2413 to pay using Visa, _ 30 Days kWh Billed 167 MasterCard, Discover or debit card. yearly Comparison Total Use Avg.-Monthly' ® By Mail: Correspondence should be sent to: Oct 2012-Sep 2013 9547 796 2 North 9th Street Customer Services CPC-GENNS 827 Hausman Road Oct 2011-Sep 2012 10879 907 Allentown, PA 18101-1175 Allentown, PA 18104-9392 Other important information on the back of this bill 4 ( J " 0Questions? Please Visit us online at Page 1 contact us by Aug 28. U pplelectric.com 1 Bill Acct.No. Due Date Amount Due -800-DIAL-PPL pp� (1-800-342-5775) 78460-75006 Aug 28,2013 $72.10 ���ecvrc uanuea M-F: Sdm t0 Spm Your Electric Usage Profile Billing Summary (Billing details on back) Service to: Balance as of Aug 7, 2013 $0.00 C EUGENE ERICKSON Charges: 616 BOSLER AVE Total PPL Electric Utilities Charges $72.10 LEMOYN E, PA 17043 Meter: 79830828 Total Charges $72.10 Your next meter reading is on or about Sep 6, 2013. (Amount Due By Aug 28, 2013 $72.10 This section helps you understand your year-to-year Account Balance $72.10 electric use by month. Meter readings are actual unless PPL Electric Utilities' price to compare for your rate is$0.08227 per kWh. otherwise noted. This changes the 15t of Mar,Jun,Sept,and Dec. Visit papowerswitch.com E 2012 ■2013 or www.oca.state.pa.us for supplier offers. so Your Message Center r • With paperless billing,you can receive and pay your 40 '4 PPL Electric Utilities bills online.The process is free, - 30 4' quick, convenient and secure. To learn more or sign up, 20 visit pplelectric.com. O0 • Information about appliance energy use and tips on ` 10 saving energy are available through the Energy Library 0 on our Web site, pplelectric.com. F M A M J i p s o N D • Before digging around your home or property,you Months should always call the state's One Call notification system to locate any underground utility lines. You can Average Average Monthly Days kWh do this by simply dialing 811,which will connect you to the One Call system. Be safe and call 811 before you Comparison Billed kWh/Day Temp. dig. ? Aug 2013 29 512 18 75F Aug 2012 29 1 697 24 77F Billing Period Type Reading Payment Methods C/c Aug 7 Actual 96285 Online at: ©By phone:1-800-342-5775 = Jul 9 Actual 95773 pplelectric.com or call BillMatrix(service fee applies) at 1-800-672-2413 to pay using Visa, 29 Days kWh Billed 512 MasterCard, Discover or debit card. Comparison Yearly _ Monthly i ® By Mail: Correspondence should be sent to: - Sep 2012-Aug 2013 10063 839 2 North 9th Street Customer Services CPC-GENN1 827 Hausman Road Sep 2011-Aug 2012 11086 924 Allentown, PA 18101-1175 Allentown, PA 18104-9392 _ Other important information on the back of this bill 4 l� h f W ets>_so 2 olo 00 E YL ry C N C .cb O u v�q.o vvi r C C u J 0 C v O > L a 0 R CV1 VMi} CL Tw,m O� COY >N O?<ei O_ NuOm N ON _ viN0 0 -ND C �=a a+ of m .'^ a N v a v _c °i •"g, o a�n cm�a� Oa WE 0 >� v; > °'c Jya a� .3 co Lroaov W, 0 n W�L- °—' WLOn� vva u " m`o m� uuo^'o¢ o v o v 6 c = ° s a� caF a � oo003M EO C a J O U C. �+ W w CS co:a a.�m a v J c m ,y a mo o. u2� C vmE ° ma JL. cmE o o of a"' q C> :n cu°°, cva mfv�. N N O tC V vi:F N V m m✓ u% a> p N ova v° C; � > � °c°>uE L o a o ao C� v r v =t@ Of v " cy oa�>0 _m3o >u CCd J aL- zc C V G W CC. 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D0 - 0 , } / 2 . k \ \ W � \\ \ / 4 ` @ « cn ® r7 \ ; / § § < � � F- u ® � / , 7 \ ) f - § _ { n ) } \ \\ � � 0 \\ E \ 0 ■ C / / CO } E> « r ) 2 § }} 7 ` � � ' - \ E \ : = 2 N ` o o -j �) ( f f UJ C) m / \ 5 / 2 0 0 CL ! ( ) ) a ME � ) \ \ \ ƒ !- ■ oo ¥ � $ ; ) LU � (o z 0k\ . k \ % � , - 7f ! \ E / 0o _ . n u 0 ( rE \ / 2 w 3 ! .. ) # _ -CL k ( § ) , . \ 0 $ 2 / 7 } CO o }\ \\ (2 2 : 2 \3\ ƒ $ / z \/ ) / ! /} \ .. ! , J)) f e - § ) f) 7 f} } \ k \ / \ \\ / ) }{ \ »y (\ ) ) \ 22 » e ) ! --- - - —�- - LEMOYNE BOROUGH SEWER ACCOUNT SUMMARY Name: Erickson, C Eugene, . Invoice Date: 10/23/2013 _ Account Number: 240370897 Invoice Number: 1119090 Service Location: 616 Bosler Ave Apt#R Payment Due Date: 11/12/2013 SERVICE CURRENT PREVIOUS USE RATE CODE DATE READING DATE READING BILLING SUMMARY SEWM 10/912013 581,700 9/912013 579,890 1,900 SMR1 Prior Account Balance 45.70 Payments -45.70 n Adjustments/Credits 0.00 Penalty j�L 0.00 Current Charges 1 6 Sewer Metered 40.00 SMR1 Rate Code= Residential �✓ SMC1 Rate Code=Commercial SMCR Rate Code= Residential/Commercial Amount Due By Due Date: $40.00 113 Please keep this portion for your records Payment Due Date: 11/12/2013 NOTES AND OTHER IMPORTANT INFORMATION ABOUT YOUR ACCOUNT TIRED OF WRITING CHECKS TO PAY YOUR SEWER BILL?WANT TO SAVE MONEY ON POSTAGE AND AVOID LATE FEES? Then sign up for our DIRECT BILL PAY program.DIRECT BILL PAY debits your checking or savings account to automatically pay your sewer bill when It is due!There's no fee,no extra costs!Contact the Borough to sign up and start saving TODAYI { PAYMENT OPTIONS: (BY MAIL:Please note that payments MUST BE MAILED to Freedom Systems Corp.,PO Box 440,Oaks PA 19456-0440.A return 1 envelope is enclosed for your convenience. Be sure to include your payment stub! IN PERSON:Walk-in payments will be accepted at Borough bail however you are encouraged to mail payments using the enclosed I(envelope for the quickest posting of the payment to your account. i ELECTRONICALLY: If you are scheduled for automatic electronic payment,the message DO NOT PAY-ELECTRONIC PAYMENT SCHEDULED will appear under the Amount Due field above along with the scheduled withdrawal date. if you would like to sign up for Automatic Electronic Payment,please contact Lemoyne Borough at 717-737-6843. 1 Please contact Lemoyne Borough at 717-737-6843 if you have any questions about your account as well as to report all changes to i name, address and account status. LEMOYNE BOROUGH SEWER ACCOUNT SUMMARY Name: Erickson,C E, . invoice Date: 10/23/2013 Account Number: 240370896 invoice Number: 1119089 Service Location: 616 Bosler Ave Payment Due Date: 11/12/2013 SERVICE CURRENT PREVIOUS USE RATE CODE DATE READING DATE READING BILLING SUMMARY SEWM 10/912013 461,200 9/9/2013 461,000 200 SMR1 Prior Account Balance 40.00 �D/ ��j? Payments 40.00 Adjustments/Credits 0.00 Penalty 0.00 I Current Charges Sewer Metered 40.00 SMR1 Rate Coda= Residential SMC1 Rate Code=Commercial SMCR Rate Code=Residential/Commercial I uu q pp II Amount Due By Due Date: $40.00 112 Please keep this portion for your records Payment Due Date: 11/12/2013 NOTES AND OTHER IMPORTANT INFORMATION ABOUT YOUR ACCOUNT TIRED OF WRITING CHECKS TO PAY YOUR SEWER BILL?WANT TO SAVE MONEY ON POSTAGE AND AVOID LATE FEES? Then sign up for our DIRECT BILL PAY program.DIRECT BILL PAY debits your checking or savings account to automatically pay your sewer bill when it Is due!There's no fee,no extra costal Contact the Borough to sign up and start saving TODAYI PAYMENT OPTIONS: BY MAIL:Please note that payments MUST BE MAILED to Freedom Systems Corp.,PO Box 440,Oaks PA 19456.0440.A return envelope is enclosed for your convenience. Be sure to include your payment stub! IN PERSON:Walk-in payments will be accepted at Borough Hall however you are encouraged to mail payments using the enclosed envelope for the quickest posting of the payment to your account. ELECTRONICALLY: If you are scheduled for automatic electronic payment,the message DO NOT PAY-ELECTRONIC PAYMENT SCHEDULED will appear under the Amount Due field above along with the scheduled withdrawal date,if you would like to sign up for Automatic Electronic Payment,please contact Lemoyne Borough at 717-737-6843. I 4 Please contact Lemoyne Borough at 717-737-6843 if you have any questions about your account as well as to report all changes to I name,address and account status. LEMOYNE BOROUGH SEWER ACCOUNT SUMMARY Name: Erickson, C E, . '03 Invoice Date: 09124/2013 Account Number: 240370896 �� 1107 Invoice Number: 1107389 Service Location: 616 Basler Ave Payment Due Date: 1011412013 SERVICE CURRENT PREVIOUS USE RATE CODE DATE READING DATE READING BILLING SUMMARY SEWM 9/9/2013 461,000 8/812013 460,400 600 SMRI Prior Account Balance 40.00 Payments -40.00 Adjustments/Credits 0,00 Penalty 0.00 Current Charges Sewer Metered 40.00 SMR1 Rate Code=Residential SMC1 Rate Code=Commercial IIII�SMIIIIff IC IR Rate Code=R�elsidential[Commercial _,._. ..-_Amount Due By Due Date: $40.00 112 Please keep this portion for your records Payment Due Date: 10114!2013 NOTES AND OTHER IMPORTANT INFORMATION ABOUT YOUR ACCOUNT TIRED OF WRITING CHECKS TO PAY YOUR SEWER BILL?WANT TO SAVE MONEY ON POSTAGE AND AVOID LATE FEES? Then sign up for our DIRECT BILL PAY program.DIRECT BILL PAY debits your checking or savings account to automatically pay your sewer bill when it is duet There's no fee, no extra costst Contact the Borough to sign up and start saving TODAYI PAYMENT OPTIONS: BY MAIL: Please note that payments MUST BE MAILED to Freedom Systems Corp,, PO Box 440,Oaks PA 19456-0440.A return envelope is enclosed for your convenience. Be sure to include your payment stub! IN PERSON:Walk-in payments will be accepted at Borough Hall however you are encouraged to maid payments using the enclosed i envelope for the quickest posting of the payment to your account. ELECTRONICALLY: If you are scheduled for automatic electronic payment,the message DO NOT PAY-ELECTRONIC PAYMENT ? SCHEDULED will appear under the Amount Due field above along with the scheduled withdrawal date. If you would like to sign up for Automatic Electronic Payment,please contact Lemoyne Borough at 717-737-6843. Please contact Lemoyne Borough at 717-737-6843 if you have any questions about your account as well as to report all changes to name, address and account status. LEMOYNE BOROUGH SEWER ACCOUNT SUMMARY Name: Erickson, C Eugene, . Invoice Date: 08/27/2013 Account Number: 240370897 Invoice Number: 1099914 Service Location: 616 Bosler Ave Apt#R Payment Due Date: 09/16/2013 SERVICE CURRENT PREVIOUS USE RATE CODE DATE READING DATE READING BILLING SUMMARY SEWM 818/2013 577.100 7/9/2013 573,600 3,500 SMRI Prior Account Balance 51.40 Payments/Adjustments -51.40 Penalty 0.00 �V Current Charges SMR1 Rate Code= Residential q Sewer Metered 53.30 SMC1 Rate Code =Commercial SMCR Rate �INCode �I= Residential/Commercial ��l 9II�II��I�IIIRNSfl`e �IIIIIfI����II�I Amount Due By Due Date: $53.30 112 Please keep this portion for your records Payment Due Date: 9/16/2013 NOTES AND OTHER IMPORTANT INFORMATION ABOUT YOUR ACCOUNT TIRED OF WRITING CHECKS TO PAY YOUR SEINER BILL?WANT TO SAVE MONEY ON POSTAGE AND AVOID LATE FEES? Then sign up for our DIRECT BILL PAY program. DIRECT BILL PAY debits your checking or savings account to automatically pay your sewer bill when it is due!There's no fee, no extra costs! Contact the Borough to sign up and start saving TODAY! PAYMENT OPTIONS: BY MAIL: Please note that payments MUST BE MAILED to Freedom Systems Corp., PO Box 440, Oaks PA 19456-0440.A return envelope is enclosed for your convenience. Be sure to include your payment stub! IN PERSON:Walk-in payments will be accepted at Borough Hall however you are encouraged to mail payments using the enclosed envelope for the quickest posting of the payment to your account. ELECTRONICALLY: If you are scheduled for automatic electronic payment, the message DO NOT PAY-ELECTRONIC PAYMENT SCHEDULED will appear under the Amount Due field above along with the scheduled withdrawal date. If you would like to sign up for Automatic Electronic Payment, please contact Lemoyne Borough at 717-737-6843. Please contact Lemoyne Borough at 717-737-6843 if you have any questions about your account as well as to report all changes to name, address and account status. I J LU \ m\\\ ; ow k % / 2 / @ § ` ® / ° \ § 0 Of m ow ) { i \ k k §e( ƒ ;mE: E � » ■` ![Ia J § EI( �yƒ( k - ! r I Ef |IL - ƒ \ Ul �� IL : {\ ( k § 4111 \) _ \\� I INVOICE w Invoice Number: 0002494469 /_` Penn Waste, Inc. Page Number: 1 Of 1 4MPO Box 3066 Date: 8/31/2013 York,PA 17402 Account Number: RS736743 www.pennwaste.com Site Number: 0000 Phone(717)767.4456 Reference: TollFree 1-(866)575.8720 _ v Fax(717)767-4285 Invoice Total: $43.50 Total Due: $43.50 http:/Ipen nwaste.billtrust.com rl • 51591 AV 0.360 E0209X 10216076419692 7P75625920001:0001 PPK OPP MPM II III dII"IIlitII6tIIIIIEE1111I11111 11 Ill I Jill 11111H111 111 It Online Billing Now Available! EUGENE C ERICKSON Receive your invoices faster 616 BOSLER AVE and help save the environment by LEMOYNE PA 17043-1816 enrolling in our free online service. See enrollment details above! Code Description Date Reference Quantity Amount EUGENE C ERICKSON 616 BOSLER AVE LEMOYNE,PA 01 Curbside Trash&Rec 08/31/13 1.00 43.50 32.00GA 10/l/2013-12/31/2013 (;(L X63 �►3 q , 3 Please visit our website at www.pennwaste.com Current 30-60 Days 61-90 Days Over 90 Days for holiday schedules and collection information. $43.50 $0.00 $0.00 SO.00 PLEASE DETACH AND RETURN BOTTOM PORTION WITH PAYMENT - - - _ �1 A, N NN C r00 end G WMN N CC Eo •mj Om 000 a Lq w Om Ilk CJ ~ d L i L7 O O C ti `m O 0 d o. > E3 S' o 0 N � o r�.c d 0 3 c w 00 o ° t 3 3 N Q � m 01 wm s o_ a 'c CO 0 i O y •l0 N � � r{ a• rl d' D o o `emu a d U cC F O N G2 m !j u o y N U W � Q1C d.'- NO � �« NGppC OTCUT OU C � V GlLLLL a` m Q U UD ¢°- 00 d � 00 m = a 0 8 00 O O v. O N CO y _ O y S N — (•) G - N Q O cr 0 • :Y O O ~ U c1 W 0 j m y a) 0 Q n N N 0 CO W O O U 00 c r! 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O o m0no �' a w as o m to ° � z E � � a _ems nT > � oo N Lli - a mO nca E � ;,� eo .m, o ° i ; c `m � � C` O' 7 Oou wc« 3o � u N� Customer Account Information Billing Summary For Service To: C E Erickson -------Prior Balance----—---------—------- 6168oslerAve Prior Water Balance $19.99 Account Number:24-0627649-g Prior Balance Other $13.00 Premise Number: 24-0370896 Payments prior to Oct 14, 2013. Thanks! -32.99 Total prior balance,Oct 14,2013 _ .00 Billing Period& Meter/nformation --------Current Water Charges--------- Billing Date: Oct 14, 2013 Service Charge 13.75 Billing Period: Sep 09 to Oct 09(30 days) Water Volume($.009101 x 200) 1.82 Next reading on/about: Nov 07,2013 STAS PAWC Water - .02 Rate Type: Residential DSI-PAWC Charge 6.01% .94 Total water charges,Oct 14,2013.1 16.49 Meter readings in current billing period; —..Other Current Charges------- Meter Number N044737629 is a 5/8-inch meter. Customer Protection Sewer Line 7.50 Present-actual 461200 Customer Protection Water Line 5.50 Last-actual 461000 Total other charges,Oct 14;2013 13.00 Gallons used 200 ----AMOUNT DUE---------------- $29.49 Water Usage Comparison P� `0,17-13 Monthly usage in hundred gallons. 10 - -- (• e _ o N D J F M A M J J A S 0 2 20 c o e a e a p a u u u e c 0 2 1 v c n b r r y n I . g p t t . Messages to you from Pennsylvania American Water 'Any portion of the water charges which is not paid as of 11111113 will be subject to a 1.50%penalty. groximately 4.57 percent, or$.75, of State taxes are included in your current bill. olive October 1,2013, the Distribution System Improvement Charge(DSIC)increased from 4.20%to 6.01%. This charge funds the replacement of water distribution facilities. "Have you recently changed your primary phone number?If you have,please update your account information online using My H2O Online at wwwamwa1er.com1myh2o or call us at the number below so that we can update our records. "IMPORTANT WATER QUALITY INFORMATION: Your annual Water Quality Report can be viewed electronically at www.amwater.com/ccr/mechanicsburg.pdf If you prefer a paper copy to be sent to you,please contact our Customer Service Center at 800-565-7292. 0023MW2329 NCEWNU TAV0612 Customer Service& Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET:www.pennsylvaniaamwater.com RAWI00AMWIIJ - AIM 4384 Customer Account information Billing Summary For Service To: C E Erickson ­­--Prior Balance ...--...........--- 616BoslerAve Prior Water Balance $28.51 Account Number:24-0627649-9 Prior Balance Other $13.00 Premise Number: 24-0370896 Payments prior to Sep t2,2013. Thanks/. -41.51 Total prior balance,Sep 12,2013 .00 Billing Period& Meter Information ------..Current Water Charges--------- Billing Date: Sep 12.2013 Service Charge- r . 13.75 Billing Period: Aug 08 to Sep 09(32 days) Water Volume($,009107 x 600) , 5,46 Next reading on/about: Oct 09,2013 STAS PA WC Water - .03 Rate Type: Residential DSI-PAWC Charge 4.20% .81 Total water charges,Sep 12,2013 19.99 Meter readings in current billing period: .------.Other Current Charges-------- Meter Number N044737629 is a 518-inch meter. Customer Protection Sewer Line 7,50 Present-actual 461000 Customer Protection Water Line 5.50 Last-actual 460400 Total other charges,Sep 12,2013 13.00 Gallons used 600 --------AMOUNT DUE Water Usage Comparison 20 Monthly usage in hundred gallons, to b S O N D J F M A M J J A S, 2 e c o e a g a g a u a u o pt { P t V c n b f y n t 0 P 3 ., Messages to you from Pennsylvania American Water Any portion of the water charges which is not paid as oft 0107173 will be subject to a 1.50%penalty, Approximately 4.57 percent, or$.91, of State taxes are included in your current bill. Effective July T,2073, the.Distribution System Improvement Charge(pSIC)increased from 3.99%to 4.20%. This charge funds the replacement o1 water in facilities. Pennsylvania American V✓star is now offering paperless bit tingg. It's a convenient,environmentally friendly and sac ure way to receive your water and/or waste waterbiN. Users must enroll online. To eY started, W sit www,amwater.com/myh2c. Go to Account Detail and click on the green Paparless Bit ng button. Follow I a sFeps,press submit and you're enrolled/ Nave you recently changed your Primary phone number?If you have,please update your account information cri ine using My H2O Online at www.airwelar.convinyh2o or call as at the number below so that we can update our records. " ==== IMPORTANT WATER QUALITY INFORMATION.c ^-___ _ _ __ = Y-== --- M-= Your annual Water Quality Report can be viewed electronically at www.amwater.com/ecr/mechanicsburg.pdf If you prefer a paper copy to be sent to you,please contact our Customer Service Center at 800-565-7292. 0005991=599 NCEUFN 7AV07 t Customer Service&Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET:www.pennsylvaniaamwater.com RAW100 AW 21279 ­ztvtttrr r L;L Llurtt imormarion Bitting Summary For Service To: C E Erickson ----------Prior Balance_......-............... 616 Bosler Ave Prior Water Balance Account Number:24-0627649-9 Prior Balance Other n_2 4 Premise Number: 24-0370896 Payments prior to Aug 13,2013. Thanks! Total prior balance, Aug 13, 2013 Billing period& Meter Information Billing Date: Aug 13, 2013 Current Water Charges.......... Billing Period: Jul 09 to Aug S 30 days) Service Charge 13.75 g ( Y l Water volume($.009101 x 1.500) Next reading on/about: Sep 09, 2013 Rate Type: Residential STAS PAWL Water DSI-PA WC Charge 4,20% Total water charges, Aug 13.2013 Meter readings in current billing period: •°-------Other Current Charges----•--•• Meter Number N044737529 is a 5/8-inch meter. Customer Protection Sewer Line Present-actual 460400 Customer Protection Water Line Last-actual 458900 Total other charges.Aug 13,2013 Gallons used 1500 ----------AMOUNT DUE..........__ -'••". $41.51 Water Usage Comparison Monthly usage in hundred gallons. n,y 2 A S 0 N D J F M A M J J A 2 I D I C u e c o e a e a p a u u ❑ n 2 9 f 1 v c n b r r y n g 3 Messages to you from Pennsylvania American Water `Any portion of the water charges which is not paid as of 9109113 will be subject to a 1.50%penalty. Effective July 1, 2013, the Distribution System improvernentt Charge your DS/C)increased from 3,99%to 4,20%. This charge funds the replacement of water distribution facilities, `Pennsylvania American Water is nowoffering paperless billing. Its a convenient. environmentally Jriendly and secure way to receive your water and/or wastewater bill Users must enroll online. To get started. 1 visit www.amwateccomimyh2o. Go to Account Detail and click on the green Paperless Billing button. Follow the steps,press submit and you're enrolled.! Have you recently changed your primary phone number?If you have, please update your account information online i using My H2O Online at www.amwatecccm/myh2o or call us at the number below so that we can update our records. --- -----_ IMPORTANT WATER QUALITY I NFORMATION.__________________________ Your annual Water Quality Report can be viewed electronically at Ivww.amwater.comlccdmechanicsburg.pdf If you prefer a paper copy to be sent to you, please contact our Customer Service Center at 800-565-7292. i I '52Z TAVN 12 Cusiolner Service& Emergencies 1-800-565-7292 (24 Hours) 001292UD12£9 NC For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pennsylvaniaamwater.com rA W IOoAtA0.i1 AIM 2895 J/lr "se Pd + 3 G L f LOVE'S NOME CENTERS, INC. 5500 CARLISLE PIKE MECHANICSBURG, PA 17050 (717) 610-9230 THANK YOU FOR SHOPPING AT HEPFERS ACE HOMECENTER - SALE - (717) 761-7722 SALES#: S2223SG21694756 TRAMP; 453489911-1 More saving. SOME MSDE NOT RETURNABLE UNLESS DEFECTIV 203219 BAYCO 10-1 12-IN BROODER C 13.52 More doing;" SEE STORE SIGNS FOR DETAILS THANKS ! 9__ 9 96073 A X'3/16 GRAY FOAM TAPE 1.97 6000 CARLISLE PIKE, MECH PA 17055 11/16/13 1:29PM SG 553 SALE STORE MANAGER TEDD 8 TERRY(717)795-9602 ---------------------------------------- SUBTOTAL: 22.46 4120 00009 92933 11/15/13 12:13 PM 5073507 6 EA 1.99 EA TAX: 1,35 CASHIER CATHY - CMW1509 KEY KWIKSET K141-ACE25OPK 11.94 INVOICE 04978 TOTAL: 23.81 5409636 1 EA 2.99 EA^ ��, y CASH : 40.00 043168 6 AR s G -1 .97 2 KEY ID SLEEVE NED PK8 .99 CHANGE: 16.19 GE 15OW PAR38 SAF-T-GARD FLOOD 5238464 1 EA 14.99 EA -ru � `/ SUBTOTAL 20.65 DEADBOLT DBL CYL PB 14.99 S D INAL: 04 11/15ii3 12:G2: // SALES TAX ' 1.24 t6 OF ITEMS PURCHASED: 'TOTAL $21.89 SUB-TOTAL: 29.92 TAX EXCLUDE S FEES, SERVICES AND SPECIAL ORDER ITE - / CASH 22.00 CASH TEND: 32.00 HANGE: j �4� � � ��cI�I � ILp�IIIIIIDIu lllpq�I��1 � �yl' J ®� Tj CHANGE DUE 0.11 ill lllllLllllf1161fII1�IliIIB61�i1 d THANK SEE�RIEVERSE SHOPPING O SIDE FIORRETURRN�POLICY. 4120 09 92I911/1I5I2I0II3 II0II�Il6���1� JRNL#BO6592 <<== STORE MANAGER: JIM DUNKELBEROER RETURN POLICY DEFINITIONS CUST # *5 POLICY ID DAYS POLICY EXPIRES ON RE HAVE THE LOWEST PRICES, GUARANTEED! A 1 90 02/13/2014 IF YOU FIND A LOWER PRICE, WE WILL BEAT IT BY THE HOME DEPOT RESERVES THE RIGHT TO SEASONAL MSDE MUST BE RETURNED IN 3DAY LIMIT / DENY RETURNS. PLEASE SEE THE ALL OTHERS-30DAYS,IN PAK WITH RECEIPT SEE STORE FOR DETAILS. RETURN POLICY SIGN IN STORES FOR DETAILS. BUY ONLINE PICK-UP IN STORE _ _AVAILABLE NOW Oil HOMEDEPOT.COM, OREADYEIN LESSYTHAN ORDERS THANK YOU FOR SHOPPING AT THANK YOU FOR SHOPPING AT e" e HEPFERS AGE HOMECENTER HEPFERS ACE HOMECENTER � _ {717) 761-7722 ([it 76i 7722 SOME MSDE NOT RETURNABLE UNLESS DEFECTIV SOME MSDE NOT RETURNABLE UNLESS DEFECTIV SEE STORE SIGNS FOR DETAILS THANKS ! SEE STARE SIGNS FOR DETAILS THANKS : REG 11-13-2013 11 :38 000005 11/06/13 11:03AM PPC 553 SALE 9/29/13 10:48AM CW 553 SALE CT I -------------------------------------- i -------------------------------------- 405 5 -Z--EA­--15- R 5073507 5 EA 1.99 EA DEPT001 T1 , . $8. 10 DEADLOCK SGL CYL U35 -30.98 i KEY KWIKSET KW1-ACE25OPK 9.95 TAI a3:to 5238464 1 EA 14.99 5287248 1 EA 7.49 EA TX.1 . :` 499 rrn cn Sr n•r z , t 7i TL' $8 . 5 DEADBOLT DBL CYL PB 14.99 i nnor W`1 STPL 4-1f cN , .49 CASH $g 59 SUB-TOTAL: =15.99 TAX -.96 SUB-TOTAL: 17.44 TAX i TOTAL; 6,96 TOTAL: 8.49 REFUND: 16.95. } CASH TEND: 20.00 CHANGE: 7 31 1-� 111111111111114111illllNIIIIIII j Illliilli611lllllll lli�lllllll�li �� a �� » JRNL#604127 «__ ==>> JRNL#A94410 <<= /D CUST # *5 CUu # *3 I - ------- -- -- - (HANK YOU FOR SHOPPING AT THANK YOU FOR SHOPPING AT HEPFERS ACE HOMECENTER HEPFERS ACE 71 --, HOttECENTER fUi'(ILL IVI'lIL4 SOME NSDE NOT RETURN NSDE NOT R ,rr oTnnr RETURNABLE UNLE=SS DEFECII;; SOME RETURNABLE UNLESS prr "CRC SIGNS FOR UCIAILS THANKS i JCC JIJRE JIGin rnn DET. DEA. Cl iflniYilJ J r'vq UC IAILJ Trm S]Vn 1 8114 .,, 12 nniYRU w 71:04AM -- C-- 8 07 11Pfd PPC 5� ALE 553 SALE ------------------------------- 8780852 1 EA u- ------ 0093082------------------ -------- Anr CAr 1?."n,i Annr r, �n 7"H EA TRASH BAG nnN+'nccr, EA 15.99 EA---- nVC 4'R4 JJUIiL YVVI rLi;r T nn OUgI RuJUL 15l•I t «JJ 4080974 15 nn IU.JJ SUB-TOTAL: 7.99 TAX .48 ` TOTAl CASH I-:` • VinL: n " SUB- `'"f TOTAL: 7.97 v D. Zt).OU CHANGE: 11.53 TAX �� 1.08 UP illl6llllllll CASH TEND: 2C.10 CHANGE: 1. illU 0J 1.05 JRNL#k84911 «__ 11111�IIIfIIItlll lltllill(lllll�ll UUS1 # �5 =_» JRNL#A80368 SEASONAL NSDE %6i BE RETURNED CUS <<== ALL rriir-n_,nnf.va Gi n v iarri� IN 3DAY wJf # °5 L uinLR,., JVUnra,IN rAR aifn R,r-. r NSDE MU SEASONAL f ALL ONAL ST BE RETURNED IN 3DAY rn nJ JVUn lJ,ifY PAK IVITH RE',LIT I k cli � o % $ cc L 6 \ 5 z \ \ " $/ | % a / k \ - d/ « T ; k cc g 7q§ ! k E ) w - - u ƒ) § k § (L Ea § ' f 1 o/ -C oz 0 R M � k} @ o \ \ ^ r# q2 =�» � i a . ) ` 00 < Rm gwosm c e 9 / \ / ) / z E § § 2 B/ m a ; g . r� ■ 3 ■ r E ) , k\� | / S ) � � 4 § / � \ �// \ / km/ ƒ ^ \S | U §[§ f� /z �5� w = ©d ¥£ §dm o > �\ M 2\ =�7 ! . § , � | )§u § §e §§ §| 20 ewo mo T 'L3)f100;j cl CIL, i.T 41J'� m L4 C-i Iv- t tow -V CZ em tpa t- u- 013 v iJ — 0 > (D U)N4J 0 cr Z lj Z f 00 0-1 W co az M„ 7a s p Ir n re W 0 Lh 1A ".0 �. w I- 2: LLJ W z5 cc co 4, 14 2 0 co Cc uj 07 fall. Olt -T mz" W XLL 0 It T- ri It 00 ua+ low � � � ( 1 16. ILI, 13, Ir J, All ry I'I !/ J/ N 0 6 v' iAuo CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 Tele: (717)249-3166 Fax:(717)249-2663 September 13, 2013 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Craig A. Hatch, Esquire RE: Vivian L. Erickson Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: August 30, September 6 and September 13, 2013 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 75.00 Total Amount Due $ 0.00 Becky H. Morgenthal, Executive Director D&D Septic & Toilet Rentals Invoice yw 35 West North Street DATE INVOICE# Carlisle, PA 17413 11114/2013 8859 SILL TO Carl Erickson 105 Laurel Drive I Enola, PA 17025 i 1 P.O. NO. TERMS PROJECT Due on receipt QUANTITY DESCRIPTION RATE AMOUNT JOB: 616 Bosler Ave., Lemoyne i i Rental Fee 5.00 5.00T 1 Standard Unit for a public sale 75.00 75.00 State 6.00% 0.30 43 1 Due upon receipt Total $80.30 Questions?Please /� Visit us online at Page 1 contact us by Jul 30. U pplelectric.com h I . - 1-800-DIAL-PPL Bill Acct.No.Pn�f. (1-800-342-5775) 78460 75006 Jul 30, 2013 $103.31 F+ L EbeVic Utililles ' M-F: Sam t0 Spm Your Electric Usage Profile �j 3 Billing Summary (Billing details on back) Service to: _;4 Balance as of Jul 9,2013 $0.00 C EUGENE ERICKSON �4� Charges: � 616 BOSLER AVE Total PPL Electric Utilities Charges $103.31 LEMOYNE, PA 17043 CL e `Lci Meter: 79830828 Total Charges $103.31 Your next meter reading is on or about Aug 7, 2013. jAmount.Due By Jul 30,2013 $3091 This section helps you understand your year-to-year Account Balance $103.31 electric use by month. Meter readings are actual unless PPL Electric Utilities'price to compare for your rate is$0.08227 per kWh. otherwise noted. This changes the 1st of Mar,Jun,Sept,and Dec. Visit papowerswitch.com Ci 2012 ®2019 or www.oca.state.pa.us for supplier offers. so Your Message Center 3 all With paperless billing,you can receive and pay your PPL Electric Utilities bills online. The process is free, 30 quick,convenient and secure.To learn more or sign up, 20 I visit ppielectric.com. Information about appliance energy use and tips on a 10 II saving energy are available through the Energy Library o ! . on our Web site,pplelectric.com. 1 F M A M 1 1 A s o N o o Before digging around your home or property,you o Months should always call the state's One Call notification system to locate any underground utility lines. You can Monthly Days do this by simply dialing 811,which will connect you to kWh the One Call system. Be safe and call 811 before you Comparison Billed kWbjDay Te dig. Ju12013 32 799 25 73F Jul 2012 32 831 26 75F Period — Payment Methods Jul 9 Actual 95773 Online at: ®By phone: 1-800-342-5775 Jun 7 Actual 94974 U pplelectdc.com or call BillMatrix(service fee applies) _ at 1-800-672-2413 to pay using Visa, 32 Days kWh Billed 799 MasterCard,Discover or debit card. By Mail: Correspondence should be sent to: Aug, -Jul 2013 Y0248 g5q 2 North 9th Street Customer Services CPC-GENNl 827 Hausman Road — Aug 2011-Jul 2012 11430 953 Allentown, PA 18101-1175 Allentown, PA 18104-9392 Other important information on the back of this bill 4 J LEMOYNE BOROUGH SEWER ACCOUNT SUMMARY Name: Erickson, C Eugene, . Invoice Date: 07/26/2013 Account Number: 240370897 Invoice Number: 1085139 Service Location: 616 Bosler Ave Apt# R Payment Due Date: 0 811 5/2 01 3 SERVICE CURRENT PREVIOUS USE RATE CODE DATE READING DATE READING BILLING SUMMARY SEWM 7/912013 573,600 617/2013 570,300 3,300 SMR1 Prior Account Balance 51.40 Payments/Adjustments -51.40 h,19 Penalty 0.00 0111y Current Charges filar/ Sewer Metered 51.40 SMR1 Rate Code=Residential / 6 SMC1 Rate Code=Commercial SppM��CIIR Rate Code u=Residential/Commercial II'IIIIII�iII�IIBIf'OIB�I��IIIII'II�II�III _ __ _ Amount Due By Due Date: $51.40 113 Please keep this portion for your records Payment Due Date: 8/15/2013 NOTES AND OTHER IMPORTANT INFORMATION ABOUT YOUR ACCOUNT TIRED OF WRITING CHECKS TO PAY YOUR SEWER BILL?WANT TO SAVE MONEY ON POSTAGE AND AVOID LATE FEES? Then sign up for our DIRECT BILL PAY program. DIRECT BILL PAY debits your checking or savings account to automatically pay your sewer bill when it is due!There's no fee,no extra costs! Contact the Borough to sign up and start saving TODAYI PAYMENT OPTIONS: BY MAIL: Please note that payments MUST BE MAILED to Freedom Systems Corp., PO Box 440, Oaks PA 19456-0440. A return envelope is enclosed for your convenience. Be sure to include your payment stub! IN PERSON:Walk-in payments will be accepted at Borough Hall however you are encouraged to mail payments using the enclosed envelope for the quickest posting of the payment to your account. I i ELECTRONICALLY: If you are scheduled for automatic electronic payment, the message DO NOT PAY-ELECTRONIC PAYMENT SCHEDULED will appear under the Amount Due Feld above along with the scheduled withdrawal date. If you would like to sign up for Automatic Electronic Payment, please contact Lemoyne Borough at 717-737-6843. Please contact Lemoyne Borough at 717-737-6843 if you have any questions about your account as well as to report all changes to name, address and account status. U Customer Account Information Billing Summary For Service To: C E Erickson ----------Prior Balance------------------------ 616 Bosler Ave Prior Water Balance $30.35 Account Number:24-0627649-9 Prior Balance Other $12 .50 Premise Number: 24-0370896 Payments prior to Jul 12. 2013. Thanks! -42.85 Total prior balance.Jul 12, 2013 .00 Billing Period& Meter Information ---------Current water charges---------- Billing Date: Jul 12, 2013 Service Charge 13.75 Billing Period: Jun 07 to Jul 09 (32 days) Water Volume($.009101 x 2.000) 18.20 Next reading on/about: Aug 08. 2013 STAS PAIJVC Water - .05 Rate Type: Residential DSI-PAWC Charge 4,20 01. 1 .34 Total water charges,Jul 12,2013 33.24 Meter readings in current billing period: ---------Other Current Charges---------- Meter Number N044737629 is a 518-inch meter. Customer Protection Sewer Line 7 .50 Present-actual 458900 Customer Protection Water Line 5.50 Last-actual 456900 Total other charges,Jul 12, 2013 13.00 Gallons used 2000 ----------AMOUNT DUE-------------------- $46.24 Water Usage Comparison Monthly usage in hundred gallons. t:I 2 J A S O N D J F M A M J J 2 0 u u e c o e a e a p a u u p 1 2 g g t v c n b r r y n 3 Messages to you from Pennsylvania American Water 'Any portion of the water charges which is not paid as of 8/06113 will be subject to a 1.5040 penalty. "Approximately 4.57 percent. or$1.51, of State taxes are included in your current bill. "Effective July 1. 2013, the Distribution System Improvement Charge(DSIC)increased from 3.9946 to 4.20%. This charge funds the replacement of water distribution facilities. 'Have you recently changed your primary phone number?If you have,please update your account information online using My H2O Online at www.amwateccom/myh2o or call us at the number below so that we can update our records. ----------------------------------------------------------------- ----------------------- "IMPORTANT WATER QUALITY INFORMATION: Your annual Water Quality Report can be viewed electronically at www.amwateccomlccr/mechanicsburo.pdf If you prefer a paper copy to be sent to you,please contact our Customer Service Center at 800-565-7292. 002208102206 NCEPYF TAV06 12 Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET:www.pennsylvaniaamwater.com RAVIe0AM0211 AIM 27433 I/ Il Account Number Due Date Amount Due 717763-6040 355'97Y 7/31/13 $170.42 vcrgn Account Information 7`'..yrr� :�i53t'�U,8TfE00C,Odti/ °iU 'a�s�aer.x,' `1 Statement Date: 714/13 'E� ycw ✓`x xgsR qj rrj,£y7vg1 R�'j' X�,3 rY. Phone: 7 7-763-80 Phone: 717-763-8040 / .YnARI�>PPer�CrletaNXS ��''r yi Y.l F Fx.y '� G�.f.ti..Ct'• vn.. s��r t�Sid (4IDn�Q�y�-'fialp�p�FYCB.�:��%N .n QCCOUnt SURIIt[afy - Previous Balance - - $755.39 ,. .. , ..i 1. Payment Received Jun 24 -S155.49 G . . 1-' it Balance -6.10 Save With 9/Bflzon Did you know you could be eligible for savings with New Charges Verizon services?Call us at 1-800-584-1136 today --— - ---- --Current Activi -- to review your account. -, ... ty 5767.95 Specials and Promotions -S26.00 Fast Speeds-$20/tno.Ilifore -- - -- -- Il.you're paying$79.991mo.for ROS TV Prime HD& Taxes,Governmental Surcharges and Fees $6.66 Home Phone,you can add FiOS 15/5 blbps Internet for Verizon Surcharges and Other Charges&Credits $21.91 only$20 more a month w/a2-yr.agmt.Plus,gel a ` -- --"---"-"-"`-'- - ' 5700 Visa®prepaid card.Call 1-888-377-8087. Total New Charges due by July 31,2113 $170.52 Llmiled-time offer.Avail.varies.Taxes,terms,tees, An10UDt DUB h July 31 RSN Fee&equip.charges apply. b ,2013 $170.42 Redbox Instant By Verizon Enjoy 4 DVD credits every month that you can redeem at Redmx:kiosks,plus stream from our library of hit movies,all for just S8 a month.Sign up at redboxinstanl.comArynow,and get your first month FREE with subscription.Availability varies and restrictions apply. Went Automatic Payment? Questions about your bill or service? View your bills in detail at veri7on.com or call 1-800-VENZON(1-800-837-4966). Enroll below or at Verizon.com to authorize your financial Enter your ten digil number 717-763-8040.Use 355 if asked for your customer institution to deduct the amount of your monthly bill from identification code.Customers with disabilities call 1-800-974-6006 TTY. the account associated with your encosed check and send payment directly to Verizon.To discontinue Automatic Payment,call Verizon.Please keep a copy of this authorization. w Please return remit slip ith p payment. v