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HomeMy WebLinkAbout03-28-14 � 1505610140 REV-1500 EX (02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box 2aoso� INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 3 1 2 6 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death nnMDDYYYY Date of Birth MMDDYYYY 1 1 1 5 2 0 1 3 0 4 ], 2 ], 9 6 0 DecedenYs Last Name Suffix DecedenYs First Name MI H 0 V E T T E R T I f1 0 T H Y G (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI H 0 V E T T E R B E T H A Spouse's Social Security Number 1 9 0 4 4 2 2 6 O THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1.Original Return � 2. Supplemental Return � 3. Remainder Return(Date of Death Priorto 12-13-82) � 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) � 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.�itigation Proceeds Received � 10. Spousal Poverty Credit(Date of Death � 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number S U S A N J • H A R T M A N ^' � � � � rn REGIS�[E F WILLS�ON �v .� � �n ;. rn � � �, G�:. First Line of Address � T> �" rv ,;F ; � �= ��' - - � r� 1 I R V I N E R 0 W �T� �" = ` r . f.. Second Line of Address � � �-� � � -� c7 � -r7 � - O � . �1 W ;� City or Post Office State ZIP Code �T7 DATE FILE (� O C A R L I S L E P A 1 7 0 1 3 CorrespondenYs e-mail address: Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN R F PE SON ONSIBL OR FILING RETURN ATE ADDRESS 234 N• BALTIMORE E • MT • HOLLY SPGS PA SIGNAT E OF PREPARER OTHE AN REPRESE TATIVE ATE 7 ESS � � PLEASE SE ORIGINAL FORM ONLY Side 1 � 150561014� 150561�140 J � 1505610240 REV-1500 EX(FI) DecedenYs Social Security Number �ecedenrsName: TIMOTHY G • HOVETTER RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2 0 7 7 0 0 , 0 � 2. Stocks and Bonds Schedule B 2. 7 2 2 3 9 9 , 2 9 ( ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. • 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 1 3 9 4 4 3 , 1 2 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous N�n-Probate Property (Schedule G) U Separate Billing Requested . . . . . . . 7. � . � � 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 1 0 6 9 5 4 2 , 4 1 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 6 9 4 8 . 2 6 10. Debts of Decedent,Mortgage Liabilities, and Liens(Schedule I) . . . . . . . . . . . . . 10. • 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 6 9 4 8 . 2 6 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1 � 6 2 5 9 4 . 1 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. . 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 1 � 6 2 5 9 4 . 1 5 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(�.2)x.00 1 0 6 2 5 9 4 . 1 5 15. O . 0 0 16. Amount of Line 14 taxable at lineal rate X .0 � • 0 0 16. � • � � 17. Amount of Line 14 taxable at sibling rate X.12 � . � 0 17. � . � � 18. Amount of Line 14 taxable at collateral rate X.15 � • � � 1 g, 0 • � � 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. � • � � 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505610240 1505610240 J REV-1500 EX(FI) Page 3 File Number Decedeht's Complete Address: 2� 13 1267 DECEDENT'S NAME TIMOTHY G. HOVETTER STREET ADDRESS 3 FOX HOLLOW LANE CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. CreditslPayments A.Prior Payments B.Discount Total Credits(A+g) �2� 0.00 3. Interest (3) 4. If line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ...................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income ............................... ❑ ❑X c. retain a reversionary interest ..................................................................................................... ❑ � d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ � 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ ❑ 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?.................................................................................................. X❑ ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S. §9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§91�6(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is tlefinetl, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(12-12) � � pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: TIMOTHY G. HOVETTER 21 13 1267 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OFDEATH DESCRIPTION 1 13.569 ACRE TRACT OF VACANT MOUNTAIN LAND IN SOUTH NEWTON TWP 88,900.00 TAX PARCEL NO. 41-14-0161-0026 ASSESSED VALUE 2. 15.650 ACRE TRACT OF VACANT MOUNTAIN LAND IN PENN TWP 118,800.00 TAX PARCEL NO 31-13-011 -031 ASSESSED VALUE TOTAL(Also enter on Line 1,Recapitulation.) $ 207 700.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(5-12) � � pennsylvania SCHEDULE B DEPARTMENT OFREVENUE INHERITANCETAXRETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER TIMOTHY G. HOVETTER 21 13 1267 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. INVESTMENT ACCOUNT HSM-004082 722,399.29 EHD ADVISORY SERVICES SEE ATTACHMENT TOTAL(Also enter on Line 2,Recapitulation) $ 722 399.29 If more space is needed, insert additional sheets of the same size REV-1508 EX+(08-12) � � pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS 8� MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: TIMOTHY G. HOVETTER 21 13 1267 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC BANK ACCOUNT 904.43 2. 2009 GMC SIERRA PICK-UP TRUCK 22,411.47 3. 1986 EL CAMINO - RESTORED 90,000.00 4. UTILITY TRAILER 100.00 5. 2008 HARLEY DAVIDSON MOTORCYCLE 15,000.00 6. INSURANCE REFUND 85.00 7. NEWSPAPER REFUND 57.85 8. MAGAZINE REFUNDS 159.07 9. INSURANCE REFUND - PROGRESSIVE 309.00 10. VERIZON REFUND 7.10 11. PROCEEDS FROM PROGRESSIVE INSURANCE ON WRECKED VEHICLE 10,409.20 TOTAL(Also enter on Line 5,Recapitulation) $ 139 443.12 If more space is needed, use additional sheets of paper of the same size. , .._: ..r._ � . , _ _: REV-1510 EX+(OS-09) � �pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER TIMOTHY G. HOVETTER 21 13 1267 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 INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATEOFDEATH %OFDECD�S EXCLUSION TAXABIE NUMBER THEDATEOFTRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE. VALUEOFASSET INTEREST (IFAPPLICABLE) VALUE 1, IRA EHD ADVISORY SERVICES, INC 9,310.11 100.00 9,310.11 0.00 BETH A. HOVETTER, BENEFICIARY WIFE 2. IRA EXCEL 180,000.00 100.00 180,000.00 0.00 BETH A. HOVETTER, BENEFICIARY WIFE TOTAL (Also enter on Line 7,Recapitulation) $ 0.00 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) � �pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER TIMOTHY G. HOVETTER 21 13 1267 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. FOGELSANGER-BRICKER FUNERAL HOME 5,582.01 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2, Attomey Fees: DUNCAN & HARTMAN, P.C. 900.00 3. Family Exemption:(If decedenYs address is not the same as claimanPs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. ProbateFees: REGIST OF WILLS, CUMBERLAND COUNTY 303.00 5 Accountant Fees: 6. Tax Retum Preparer Fees: 7. CUMBERLAND LAW JOURNAL-ADVERTISING 75.00 8. NEW CHRONICLE -ADVERTISING 88.25 TOTAL(Also enter on Line 9,Recapitulation) $ 6 948.26 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) � � pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER TIMOTHY G. HOVETTER 21 13 1267 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 QESCRIPTION OF DEATH 1. TOTAL(Also enter on Line 10,Recapitulation) $ If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) ' � pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: TIMOTHY G. HOVETTER 21 13 1267 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).J 1. BETH A. HOVETTER Spousal 100.00 234 NORTH BALTIMORE AVE. APT C MT. HOLLY SPRINGS PA 17065 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. REL426D CUMBERLAND COUNTY G Publ i c Inqui ry ---- Cntl Number 41 343 Acreage 13 . 570 �� Map Number 41-14-0161-002B SOUTH NEWTON TOWNSHIP --- Old Ref 41000343 BIG SPRING S.D. -.-- Grantor Instrument# Grantee (1) HOVETTER, TIMOTHY G Land Use Code V (2) Consideration 1 .. Address 3 FOX HOLLOW LANE Sale Date 4/02/2008 `,'" CARLISLE PA 17015 Deed Bk/Pg 2008 10247 Taxabl e/Exmp t TAXABLE Clean&Green? Y Situs Description Property Description R HIGH MOUNTAIN ROAD LOT 1 Vacant Land ASSESSMENT: Current Last Billing Preferred Land 1700 1800 Land 118800 118800 Improvemen t �' Mineral Press Enter to Continue -., Total 1700 1800 "�.; FS=Tax F10=Sales F11=Recorder F12=Cancel -- ..,.,.. ..,..,. REL426D CUMBERLAND COUNTY �� Public Inquiry Cntl Number 31 817 Acreage 15. 650 Map Num�ber 31-13-0110-031 PENN TOWNSHIP Old Ref 31000817 BIG SPRING S.D. Grantor Instrument# Grantee (1) HOVETTER, TIMOTHY G Land Use Code V (2) Consideration 1 Address 3 FOX HOLLOW LANE Sale Date 4/02/2008 CARLISLE PA 17015 Deed Bk/Pg 2008 10247 Taxa�bl e/Exmp t TAXABLE Cl ean&Green? Y -- Situs Description Property Description :, R MOUNTAIN VIEW ROAD �� LAND APPROX 16 ACRES -. Vacant Land ""'" � ASSESSMENT: Curren t Las t Bi l l ing -�-- Preferred Land 1700 1600 -. Land 88900 88900 Improvemen t Mineral Press Enter to Continue :,, Total 1700 1600 `�"' FS=Tax F10=Sales F11=Recorder F12=Cancel V .�.... .� ,..,.. � _ , cu� � [v i't I i , �.�ruri _ i ir� udiiK . . N0, 7U11 � _ I/ I _ . � �!„'�� Febru�ry 3,2014 Susa,n�Hartman,Esq bruican 8c Hartman p C � Oz�e�1n�Ro�ov Caz��sle,PA 17013 �: Name: Timot�i�'G Ho�etter 5SN: 188-54�7b06 I70D: 11-1�-2Q13 D��r Sir/Madam: ° Tn response to your zequest fpr Date of Death(1�OT7)balances for the custozn�er z�oted abp�e, aur records show the following: Checking A,ccaunti� Account# 500525$302 Esta.blished. 02-0�-2008 TTMOTl�'Y'G HO'�ETTER �Or3 balance: $3,24�.83 +0_02 accrcYed int�rest ° Please note that Chis office pro�ides date o�deakh balances for deposit accounCS (�.As,Cr7s, Checking and Savings). 'We do�ot process any financial transactions or pro'vide ststtexue�ts, If�o��eed ass�star►ce with aray o�these items,please call 1-888-PNG-BANI�(I-888-7b2�2265)or stop by your local�'NC Banl�branch office. Sineerely, Nationa,l Financial Services Center �NC Sanl�,I�_A. Mem.bez FDIC Thzs message is intended for the use o,�'the ind'ividual or entrty to which it is addressed and may contair� ir�forr�aation that is privileget� confrdential and exernpt from d�sclosure ur�der applicable �ativ. If rhe reader of thfs message is not the intended reciprent or the employee or agent resporrsible for delivering this message to the intended recipient, you are hereby notified that arry dissemi�atiorz, distribution or copying o,f t�iis corrcrnu�zcations rs strfctly prohibited. .If you have received this corrimunzcatzon in error,please natify me imrraed'rately by r�eply or by telephone at 800-76z-1775 crnd immediately destroy this faxed document. �age 1 of�l� � . . � � � � ��+T�� suicx nf3�pi Mnrww FREYSINGER PONTIAC, GMC, BUICK, MAZDA, HYUNDAI, INC. 6251 CARLISLE PIKE/MECHANICSBURG, PA 17050•TEL.717-766-8422 December 10, 2013 The appraised value 2009 GMC Sierra 1500 LD Crew SLE 3GTEK23M79G259488, miles 18,520 is $22,411 .47 � �� 1 � . �`� � New Car Manager _ a� ,��,��,�.... _ . _ �.�1 1 � '� � � -� ��j� .t J-!' �� ��;�� :- l� ` + - � ��1 �---.-- _ -- _-- �. _ , -`��' _ 'f rf �: p �� a- d �� . a ,"-; • _ , '-; �� - - :l�; ": �� . � � . '? . � . r H: )' C _ . �. � . � _� . _ . . �. .•.. . ... � ' � . . ��' ''.s � ' ���.�' ' . " � � <a ... .. ... � - / . .�. . . -. '.. � . . .. ���a ' � � ` . � �� S �� ��F���`�� ��������n"� T' ��` YT � '� � i , 1 F � G��� �� � � �� . u��� ; yv3s�. �.. " ��� ,�,v. ,�-,. � ���" A .. r., 'S"-�`��`'�T� - � � ,���_ „ _ • s .�-� y�a.a+x'. .v�.�..�+�v,>Y.•.rfYt _`+.�smc.Jf� '' . MOTORCYCLE PURCH'ASEIpAy4FF FORM ' .._- .,: . (� DATE: l 2-1�- �3 NAME: �� t'�. ��V t�T C CL � . _ .. • f�. �-G s��r: �.3 y_ N • �a,t��oa.�. ����? � L� t�-.s STATE: � ZTP: � �b(o.� .�� PHONE:HJW/C_ � i1 -- 0� -- �3$2. ,YEA.�' �b MAKE: �.5� MODEL:_ -�LE-1�G�--� �Z.. ��: \�-t.��fl t�$`� �� Y 9 � �Soy �GE: ��1 t a-- TITLE#: Co Sr l -Z�2-�� �� � COLOR,;= �-lU 1J l tI , SECURITY: YES1N0 LACED_ �E.S/NO WHEELS: 4,}i.� QWNER'S 1�'IANUAL:YES/NO { TRADID PI7RCIiASED PAYOFF:YES/NO NAME 4F I,�NDING INSTITtl'f'IO�+T_-- I�10 N� AUDRESS: PHONE#; ACCOUNT/SOCIAL SECI:iRITY#�: � I agree ta SELL and receive$ ���673'Zj. fro�Appatachian Harley Davidson(DBA/Aggaiachiarc C�cles),6695 Cariisle P�1ce,Mechanicsburg,PA i7050 for the above said Mot4rcycle,and I agree under no c�rcvmstances to file any judgmercts against Appalachian Harley-Davidson(DB.AlAgpalachian Cycles)�far any ameunt,for azry reason,regardiess af w}iat amount the Matorcycle is sold for_ �r • I agree to sign a Power of Attoraey to the dealership for any titte reIated signings for abave said Motorcycle_ � • I agree to give a cIear title to the abave said Motorcycle to the dealership,untess agreed payoff of a lien,being sole�ien against above said Motozcycle. • I certdy there are no other Iiens or encumbrances against this vehi�le. ��11 �, T�f 0 V ( � ! �� ��_C.lf ����� ia-J �- !3 ou��°s rran���n) ow�v�x'S NAME(SIGNAT`URE) DATE �CQ-Q�VNER'S NAME(PRIIVTED) CO-4�rVNER'S NAME(SIGNA'TURE) DATE Aufihorized signature`is acknowledgement of trtle received by Appalachian FIariey-Davidson(DBA/ Appalachian Cycles) ., __------ ��,v�.a--, �� �c'��` �a- r g- r..� AUTHORLZED NAME(FRIl�TTED) A OR�ZED {S TURE) DATE QFFICE USE ONLY: $ �, 6895 Carlisle�ike Mechanicsburg,PA 97fl50 Ph.797.756.9366 �ree 8�0.369.7743 Fax 7'17.59Y.p529 �, www appalacFtianhd.com � __ . _ _. �,.�. ,�.�.� .. .., ,. ..._ , Page 3 of 5 � Preexisting Damage $0.00 $0.00 X 0.00 % 3 Condition Adjustment $0.00 4 Refurbishment(s) $0.00 5 Custom Parts & Equipment filame grips $89.95 flame levers $149.95 braided cables $69.95 flame tank console insert $99.95 flame fuel tank cap (2) $99.90 flame brake caliper insert $13.95 chrome fork lowers $329.95 le pera seat $231.95 harley detachable leather saddlebags$799.95 saddlebag bracket $189.95 chrome fender rack $99.95 drag staggered exhaust $518.95 flame derby $59.95 flame timer $32.95 flame inspection cover $38.95 chrome switch housing $139.95 chrome lower belt guard $89.95 chrome upper belt guard $109.95 frame insert and pivot bolt kit $40.95 swing arm axle cover chrome $99.95 Total: $3,306.95 $3,000.00 6 Actual Cash Value $9,820.00 7 Fees $0.00 8 Taxes pa sales tax $9,820.00X 6.00 % =$589.20 Taxes applied to settlement $589.20 9 Net Settlement $10,409.20 http://tlaweb/alpha/TLAWeb/default.aspx?page=PrintPreviewC... 11/21/2013 Pershing Advisor Solutions LLC,a BNY Mellon company One Pershing Plaza,Jersey City,NJ 07399 � /nvestment (877)870-7230 Member PINRA,9PC ��SRY �X�,u,�,�,_���;� Account Statement Aaount Number:HSM-004082 Statement Period:ll/01/2013-11/30/2013 Valuation at a Glance m�:v��a Yex-ro-Dxe Beginning Aaount Value 5714,287.17 S778.716.39 TIMOTHY G HOVETTER Net Cash Deposits and Withdrawals 3,000.00 •85,656.09 3 FOX HOLLOW LN Net Securities In/Out of Account 0.00 •67,303.56 CARLISLE PA 17015-7919 Adjuried Previous Aaount Value 771,287.17 625,756.74 Dividends,Interest and O[her Income 2,191.66 13,600.71 Net Other Activity -654.76 -7,273.19 Net Chan e in Portfolio 9,575.22 90,315.63 � � � � Your Imeslmenl Advisor: Estimated Annual Income E14,792.80 EHD ADVISORY SERVICES,INC. (717)390-4336 Asset Allocation �r�;au m�P��a xw�� Cash,Money Funds,and Bank Deposits 19,067.05 17,562.52 2% �,� Pie Chart allocaGOn only includes Fized Income 157,23475 156,575.25 yp�/o � � produas that are ot posnive value. � Equities 110,829.96 113,960.71 16% � ��,, Mutual Funds 351,818.00 357,755.24 49% � `� � Exchange-Traded Products 75,343.41 76,545.57 11% Aaount Total(Pie Charl) 5714,287.17 5722.399.29 100% Page 1 of 17 Nan,.,ex..,:iN„� ""�.'i°a%«."°v:.«LL�`'c""°'°"a:r1i°'.x°� raa-<c�-�::,ir 900'lBi31CSF30030 GCJ�d�)F?i'IE.'S5 ^.ne `�`��"��e"ihina�•' ,,.,„.�,..<m....�„ «>�u•sm � ' w.., � . o.� a. � ssR:. � e-t>F�:�•£m -r..'�IMIPnRRA.TFD<i:MMVrv�i.nT�C]n5 . " . rp n. u.,..^ LX:ELLENCE Pershing Advisor Solutions LLC,a BNY Mellon company One Pershing Plaza,Jersey City,N107399 �l /ndivio�ua/Aetineinent (877)870-7230 Member fINRA,SIPC LSORY - css Account Statement A�yriueM/uameu AA�iw. Aaount Number:H5M-001369 Statement Period:ll/01/2013-11/30/2013 Valuation at a Glance mnv��a r�,-ro-o� IRA FBO TIMOTHY G HOVETTER eeginning Aecount Value 59,256.88 51,046.44 PERSHING LLC AS CUSTODIAN Net Cash Deposits and Withdrawals 0.00 8,364.81 3 FOX HOLLOW LN Adjusted Previous Aaount Value 9,256.88 9,411.25 CARLISLE PA 17015-7919 Dividends,Interest and Other Income 0.00 796.74 Net Other Activiry -9.49 -65.69 Net Chan e in Portfolio 61.72 •232.19 � i � � 1 1 Estimated Annual Income 543.45 Your Investment Adviwr. EHD ADVISORY SERVICES,INC. (717)390-4336 Asset AlloCation �,r�,;�a ,,,;fP��a xmi,�� Cash,Money Funds,and Bank Deposits 1,532.01 1,523.52 76% Re Chan albcauon onh�includes Mu[ual Funds 7,724.87 7,786.59 84% �h�' praducts that are ot posnive value. Aaount ToWI(Pie Chart) E9,256.88 E9,310.11 100% � ,`��� � s 3 r,,�. � sr � F.,..,.. �;�e`� * -�� �'i n ;� �.- Page 1 ot 6 r.nr,�.,uo„i ^.�,,.'�°�oeea..`�v^e�,'ce�°�w�:.�.�•� raa.oz�c:�ir Aoo�85Ba�sF3oo�a .Go pa�rless �,x�, HevanYearslnnRO.•r M"° � o= , �. e IMIRAliRnTFDC:;MV.tirviCnT�OrvS ✓��.C=:<.•...mw=vmw,„v.GS�v^ SK.. � - t�iEnv ..�E%�LLL!'NCE