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HomeMy WebLinkAbout05-30-14 1 6; 1505610143 •J REV-1500 EX(02-11) " OFFICIAL USE ONLY PA Department of Revenue Pennsylvania - County code Year File Number Bureau of Individual Taxes eE^A^TMFNT OF FE WE PO BOX.280601 INHERITANCE TAX RETURN 21 13 1035 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number - Date of Death Date of Birth 09 05 2013 05 19 1926 Decedent's Last Name Suffix Decedent's First Name MI ALFORD ROBERT 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 OVALS BELOW 1. Original Return 2. Supplemental Return 3. Remainder Return(Date of Death Prior to 12-13-82) 4. Limited Estate 4a Future Interest Compromise 5. Federal Estate Tax Return Required (date or death atter 12-12-82) g Decetlenl Died Testate 7. gnaoh COmaintained i, a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) ( I 9. Litigation Proceeds Received 10.S ousal Povert�Cretlit r0ate of Death 11.Election to tax under Sec.9113(A) b�tween 12-31- 1 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 JAMES D BOGAR (717) 737 8761 RE@STER OF WIMS U$8( Y mo m � n o First Line of Address _ I X.ONE WEST MAIN STREET M Wo l � � Second Line of Address C7 CD =0 C DATE D = O City or Post Office State ZIP Code —I r- SHIREMANSTOWN PA 17011 ~' N s Correspondent's e-mail address: jbogar(rDboaarlaw 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 paperer other than the personal representative is based on all information of which preparer has any knowledge. NATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Monta E. Gentile ADDRES 252 Cumberland Road Camp Hill PA 17011 SIGN RE F PREPA ER THER THAN REPRESENTATIVE GATE James D. Bogar ADDRE One West Main et, Shiremanstown, PA 17011 1505610143 Side 1 1505610143 Q� -1 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Alford, Robert L. RECAPITULATION - 1. Real Estate(Schedule A)....................................................................................... 1. 126,585 . 00 2. Stocks and Bonds(Schedule B)............................................................................. 2. 232 , 606 . 03 1 Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 492 , 468 . 57 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. -7. Inter-Vivos Transfers&Miscellaneous Nnu;Probate Property (Schedule G) (J Separate Billing Requested............ 7, 200 ,249. 50 8. Total Gross Assets (total Lines 1 through 7)........................................................ 8. 1, 051 , 909 . 10 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 39 , 171 .27 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 39, 171 . 27 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 1 , 012 , 737 . 83 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 , 012 , 737 . 83 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.00 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 1 , 012 , 737 . 83 16. 45 ,573 .20 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. 45,573 .20 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 REV-1500 EX Page 3 File Number 21-13-1035 Decedent's Complete Address: DECEDENT'S NAME - Alford, Robert L. STREETADDRESS 252 Cumberland Road CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 45,573.20 2. Credits/Payments A. Prior Payments 43,291.32 B. Discount 2,278.49 Total Credits(A +B) (2) 451569.81 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 3.39 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;.................................. c. retain a reversionary interest; or............................................................................................................... x d. receive the promise for life of either payments,benefits or care?............................................................ 11 x 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for or payable upon death bank account or security at his or her death?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which - El 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 January 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 fling a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 PS.§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. Rev-1502 EX.(01-10) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE - INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Alford, Robert L. 21-13-1035 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 properly 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 Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM - VALUE AT DATE NUMBER DESCRIPTION OF DEATH -1 Real Estate-All that certain piece or parcel of real estate having thereon erected a dwelling 126,585.00 house being known and numbered as 252 Cumberland Road, Camp Hill, Pennsylvania 17011. The property was acquired by Robert L.Alford and Isabelle B.Alford, husband and wife, by Deed dated September 8, 1955 and recorded September 10, 1955 In the Cumberland County Recorder of Deeds Office,a copy of said Deed is attached hereto and incorporated herein. The County Assessed Value of the property is $126,585.00. TOTAL(Also enter on Line 1, Recapitulation) 126,585.00 (if more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev.01-10) =Deriand county, i-A tl7,oC1�bJ Y CC?%.�N j r i '/1 v �. ,�...� R \ O � a a � r1: ��� ,�. `t- yr/ I -�� � .. D s, e• � ID M yright 2011 Esn. All rights reserved. Wed Sep 112013 09:55:49 AM. CUMBERLAND ROAD . 13-23-0557-082 dbook: 0016R-00536 ier. ALFORD, ROBERT L&ISABELLE B - - i Use Code: 101 �erty Type: R age: 0.09 are Feet: 1098 able Status: T - n & Green Status: I Assessed Value $: 23200 ling Assessed Value $: 107300 1 Assessed Value $: 130500 Price Date: Built: 1955 - - cipality: LOWER ALLEN TOWNSHIP ht in Stones: 1 - - of Dwelling: DETACH ary Exterior: Aluminum - �ment Percentage: 25 :onditioning: AC I Rooms: 6 ©C '�(-� o� V` l°/YYcµcci-c2. $I -C`�(•3 ooms: 3 Bath: l Bath: �T3Gcw4y As-�-1ed VGWG�_X. 00MVK.011 X ,�t7 � 11lc ;S�S ��301J"�a MUM 1� tU YAL0,30 FORM No I7—DEED FROM A CORPORATION, An 1901 cIDP f12r 8th dal of Spptember A.D. one thousand nine hundred and fifty—five -between the Corporation by the name, style a ad title of Cumberland Park, Inc. , a Pennsylvania Corporation, Grantor of the one part and Robert L. Alford and Isabelle B. Alford, his wife of Lower Allen Township County of Cumberland in the State of Pennsylvania, Grantees of the other part WitltrSFrf)( That the said Grantor for and in con- sideration o£the sum of T^EN THOUSAND SIX HUNDRED ($ 10,600.00) Dollars, lawful money of the United States, to it in hand paid by the said Grantees at the time of the execution hereof,the receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, enfeoffed, released and confirmed, and by these presents does grant, bargain, sell, alien, enfeoff, re- lease and confirm unto the said Grantees, their heirs Rod assigns, � zi�T.CCFCmiCFx'.iiDC' dP7tffiM$)AUf�JRmX�iE63T8 ALL THAT CERTAIN tract or parcel of land with the buildings and improvements thereon erected situate in Lower Allen Township, Cumberland County, Pennsylvania, more particularly, bounded and described as follows, to wit: BEGINNING at a point on the Northerly line of Cumberland Road, which point is 90 feet Eastwardly of the Northeasterly corner of Cumberland and Sussex Roads and at dividing line between Lots Nos. 19 and 20, Tract No. 2 on the hereinafter mentioned Plan of Lots; thence along said dividing line in a line at right angles to Cumberland Road aforesaid, in a Northerly direction 90 feet to a point at dividing line between Lots Nos. 19, Tract No. 2, and Lot No. 40, Tract No. 3 on said Plan; thence along said dividing line in a Northerly direction 67.08 feet to a point at dividing line between Lot No. 19, Tract No. 2, and Lot No.43, Tract No 3, on said Plan; thence along said dividing line in am Easterly direction 10 feet to a point at dividing line between Lots Nos. 18 and 19 'Tract No. 2 on the said Plan; thence along said dividing line in a line at right angl=s to Cumberland Road aforesaid in a Southerly direction 148.63 feet to a point on the Northerly line of Cumberland Road aforesaid; thence along same South 56 degrees 55 minutes 30 seconds ]Nest, 30.21 feet to a point; thence further along sane South '64 degrees 3a^. minutes West, 29.64 to a point, the place of . BEGINL;ING. Being Lot'NO. 19, Tract No. 2 on Plan of Lets known as Cumberland Park, which plan is recorded in the Cumberland County Recorder' s Office in Plan Book 6, page 3; and being known as 252 Cumberland Road. BEING part of the same premises which the Allen Park Develop- ment Corporation by its deed dated June 18, 1953 and.recorded in the Recorder 1s- office in and for Cumberland County, Pennsylvania, in Deed Book "I", Vol. 15, page 270 granted and conveyed unto Cumberland Perk, Inc., party of the first part hereto. eoox 16 PAGE539 Together with all and singular the buildings, privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof; and all the estate, right, title, interest, property, claim and demand whatsoever.of it, the said Grantor either in law or equity,of, in and to the same. - U.tl h1dltr Z1nb to hllIb the said messuage or tenement and lot or piece C of ground above described, hereditaments and premises hereby granted, bargained and sold, or mentioned, or intended so to be, with the appuwtenances, into the said Grantees, their heirs and assigns, to and for the only proper use and helical of the said Grantees, their heirs and assigns forever. And the said party of the first part for itself and its successors, does hereby covenant and agree to and with the said Grantees, their heirs and assigns,that it the•said party of the first part and its successors, all and singular the said hereby granted, premises, with the appurtenances, unto the said Grantees, their heirs and assigns, against it the said party of the first part and its successors, and against all and every other person and persons whomsoever lawfully claiming or to claim the same or any part thereof 5-batl aub Mit 7�Warrant anb �Drrurr +Upfrnb by these presents. Attb the said Cumberland Park, Inc.` doth k. © t - hereby constitute and appoint William Goldman to be its attorney, for it and in its name, and as and for its corporate-act and deed to acknowledge this - deed before any person having authority by the laws of the Commonwealth of Pennsylvania to take such acknowledgment, to the intent that the same may be duly recorded. Jri Cilimfi munu Mhrutlf the said Cumberland Park, Inc. has caused this Indenture to be signed by its President, attested by its See- ```C i' retary and afilsed hereunto tile common and corporate seal of the said Corpo- .��� tp ;-P ration, that the seal affixed hereto is the seal of said Corporation, that it was �;lO1� so affixed by order of the Board of Directors of said Corporation, and that O G to they signed their names hereto by 1' er,the day and year xs ab a.written. } Sr�pd, Sealtaud Delivered in � ... ......_............. �1 n tfiPpresence of - President. Attest: //�'',/,,'�''• ///p/f/�/`'"y.�+Jy/�}{,=/� .�,..... ltf- @r E to `d b BOOR-h"16 PAGE540 State of ss County of On this, the day of 19 , before me the undersigned officer, personally appeared ,who nekO.nlcdged himself to be the of a corporation,and that he as such - , being authorized to do so,executed the foregoing instrument for the purposes therein contained by sign jag,the name of the corporation by himself as In witness whereof,I hereunto set my hand and official seal. ............... ... ..................... ..................... .. . ........._... ... ............... ..._.. . .................... Title of Office, State of Pennsylvania 1 as County of Dauphin I hereby certify that on this 8th day of September in the year of our Lord, one thousand nine hundred and fifty—five before me, the subscriber personally appeared William Goldman , the attorney named in the foregoing Deed, and by virtue of and in pursuance of the authority therein conferred upon him,acknowledged.the said deed to be the act and deed of the said Cumberland Park, Inc. - ": .to ..—.'8 el y Witness my hand and notarial seal the day and year aforesaid. , ! � � G Title a O ice, 1 O NOTARY BLIC lily Commission Ezpres April 30; 145s;; !0rrisoarg,Pa. Orapilm County. 7 is o y is .y F a rn 1: ON c .� t a 1911 p ,yy1 — iZ A.. V1Y� Itt a RECORDED-0FFICE OF THE CLERK OF COURTS A RECORDER OF PEERS CUMBERLAND COUNTY PENNSYLVANIA Commonwealth of Permsyl ia, 11 l 4i. A�.1A� ..... ............ t�iallnty, ...... .. h do of k'- �U'i+ .,A✓-z� Recorded on this Y A. D. 19 55, in the Recofdex's office of said County in Deed Bro�i; - Vol. , Page <-�U Given under my hand and seal of the said Office,the date above wwritttten, ' �Vi1'-��"rtit•�/2�.E�f.�!°" Recorder. 003Z5G Tax Parcel No . 13-23-0557-082 rJ THIS DEED, MADE THE 3014 day of -.1'k 0� in the year two thousand fourteen (2 4) BETWEEN MONTA E. GENTILE, Executrix of the Last Will and Testament of ROBERT L. ALFORD, a/k/a ROBERT LEE ALFORD, ROBERT L. ALFORD, ,SR. , and ROBERT LEE ALFORD, SR. , late of Lower Allen Township, Cumberland County, Pennsylvania, party of the first part, and MONTA E. GENTILE, married person, of Camp Hill, Cumberland County, Pennsylvania, party of the second part : WHEREAS, the said ROBERT L. ALFORD, aka ROBERT LEE ALFORD, ROBERT L. ALFORD, SR. , and ROBERT LEE ALFORD, SR. , by his Last Will and Testament, duly proved and recorded in the Cumberland County Register of Wills Office, Pennsylvania, in Docket Book 21-13- 1035 , Letters Testamentary being issued on September 26 , 2013 , provided, in pertinent part, as follows : FIFTH: I nominate and appoint my wife, ISABELLE B . ALFORD, Executrix of this, my Last Will and Testament. If she does not survive me, then I appoint MONTA ELLEN ALFORD as Executor/ Executrix of my estate . . . CONTINUING, the said ISABELLE B. ALFORD, the named Executrix, died on March 12, 2012 . MONTA ELLEN ALFORD, the named Alternate Executrix is now known as MONTA E . GENTILE. NOW THIS INDENTURE WITNESSETH, that the said party of the first part , by virtue of the power and authority aforesaid, in said Will contained, and in consideration of the sum of One Dollar ($1 . 00) to her paid by the said party of the second part, at and before the ensealing and delivery of these presents, the receipt whereof is hereby acknowledged, has granted, bargained, sold and conveyed, and does hereby grant, bargain, sell and convey to the said party of the second part, her heirs and assigns forever: ALL THAT CERTAIN tract or parcel of land with the buildings and improvements thereon erected situate in Lower Allen Township, Cumberland County, Pennsylvania, more particularly bounded and described as follows, to wit : BEGINNING at a point on the Northerly line of Cumberland Road, which point is 90 feet Eastwardly of the Northeasterly corner of Cumberland and Sussex Roads and at dividing line between Lots Nos . 19 and 20, Tract No. 2 on the hereinafter mentioned Plan of Lots ; thence along said dividing line in a line at right angles to Cumberland Road aforesaid, in a Northerly direction 90 feet to a point at dividing line between Lots Nos . 19 , Tract No. 2, and Lot No. 40 , Tract No. 3 on said Plan; thence along said dividing line in a Northerly direction 67 . 08 feet to a point at dividing line between Lot No. 19, Tract No. 2, and Lot No . 43, Tract No. 3 , on said Plan; thence along said dividing line in an Easterly direction 10 feet to a point at dividing line between Lots Nos . 18 and 19, Tract No. 2 on the said Plan; thence along said dividing line in a line at right angles to Cumberland Road aforesaid in a Southerly direction 148 . 63 feet to a point on the Northerly line of Cumberland Road aforesaid; thence along same South 56 degrees 55 minutes 30 seconds West, 30 . 21 feet to a point; thence further along same South 64 degrees 32 minutes West, 29. 64 to a point, the place of BEGINNING. BEING Lot No. 19, Tract No. 2 on Plan of Lots known as Cumberland Park, which plan is recorded in the Cumberland County Recorder' s Office in Plan Book 6, page 3 ; and being known as 252 Cumberland Road. HAVING ERECTED THEREON a dwelling being known and numbered as 252 Cumberland Road, Camp Hill, Pennsylvania. BEING the same premises which Cumberland Park, Inc . , a Pennsylvania Corporation, by deed dated September 8 , 1955 and recorded September 10 , 1955 in the Cumberland County Recorder of Deeds Office in Deed Book "R" , Vol . 16, Page 538 , granted and conveyed unto ROBERT L . ALFORD and ISABELLE B . ALFORD, his wife . The said ISABELLE B . ALFORD died on March 12 , 2012 , whereupon full and complete title to the within described premises became vested absolutely and in fee simple to ROBERT L . ALFORD. The said ROBERT L. ALFORD died September 5, 2013 . THE SAID MONTA E. GENTILE is intermarried with GERALD S . GENTILE . TOGETHER with all and singular the rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging or in anywise 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 ROBERT L. ALFORD at and immediately before the time of his decease, in law or equity or otherwise howsoever, of, in, to or out of the same: TO HAVE AND TO HOLD the said granted premises to the said party of the second part, her heirs and assigns forever. AND the said party of the first part, does covenant, promise, grant and agree, to and with the said party of the second part, her heirs and assigns, by these presents , that the said party of the first part, has not done, committed, or knowingly or willingly suffered to be done, any act, matter or thing whatsoever, whereby the premises aforesaid, or any part thereof, is , are, shall or may be charged or encumbered, in title, charge or estate, or otherwise howsoever. IN WITNESS WHEREOF, the said party of the first part has hereunto set her hand and seal the day and year above written. Signed, Sealed and Delivered in t/hee/ Presence of 1 h G.� f'i Jo U, A14J(SEAL) MO TA E. GENTILE, txecutrix of the Estate of Robert L. Alford, aka Robert Lee Alford, Robert L. Alford, Sr. , and Robert Lee Alford, Sr. COMMONWEALTH OF PENNSYLVANIA SS . COUNTY OF CUMBERLAND On this, the 30tk day of janU ffq 2014 , before me, the undersigned officer, personally appeared MONTA E. GENTILE, Executrix of the Estate of Robert L. Alford, known to me (or satisfactorily proven) to be the person described in the foregoing instrument, and acknowledged that she executed the same in the capacity therein stated and for the purposes therein contained. IN WITNESS WHEREOF, I hereunto jset my hand and official seal ' � ,, Ny •niie (SEAL) Notary Public .1� C7- ., "+ v q I'1 Si•; . MMDNWEALT""RINSYLYANIA M✓.. , s i8'." ( r NDTARIALSEAL B.LENGEL,NOTARY PUBLIC lHIREMANS CWN BORD,CUMBERLAND C0Ufa MY COMMISSION EXPIRES DECEMBER 12,2015 rtut r�, sic„ - ye$} F I do hereby certify that the precise residence and complete post office address of the within named grantee is 252 Cumberland Road, Camp Hill, Pennsylvania 17011 . 2014 lliw JAMES D. Attorney fo Grantor REV-i83 EX(or-io) ^ REALTY TRANSFER TAX State lax RECORDER'S USE ONLY pennsylvania Paid , OEPARir.£NT Or REVENaf STATEMENT.OF VALUE I Book Nudobor ,- Bureau of Individual Taxes paoe�vumbe PO BOX 180603 Harrisburg,PA 17v 8-0603 See reverse for instructions. Date Recorded - �I Complete each section and rite in duplicate with Recorder of Deeds when (1) the full value/consideration is not set forth in the deed, (2)the deed is without consideration or by gift, or(3)a tax exemption is claimed.A Statement of Value is not required if the transfer is wholly exempt from tax based on family relationship or public utility easement. If more space is needed, attach additional sheets. A. CORRESPONDENT—AEI inquiries may be directed to the fol,lowing person: Name Telephone Number: James D. Boger, Esquire (717) 737-8761 Mailing Address city State ZIP Code 1 W Main Street Shiremanstown PA 117011 B. TRANSFER DATA C. Date of Acceptance of Document Grantor(s)/Lessor(s) Grantee(s)/Lessee(s) Estate of Robert L.Alford Monta E. Gentile Mailing Address - Mailing Address 3531 Chestnut Street 3531 Chestnut Street city State ZIP Code City - State ZIP Code - Camp Hill PA 17011 Camp Hill I PA 71011 D.- REAL ESTATE LOCATION Street Address qty,Township, Borough 252 Cumberland Road Lower Allen Township County School District Tax Parcel Number Cumberland I West Shore School District 1 13-23-0557-082 E. VALUATION DATA-WAS TRANSACTION PART OF AN ASSIGNMENT OR RELOCATION? ❑ Y ❑ N 1.Actual Cash Consideration 2. Other Consideration 3. Total consideration 1.00 1-0.00 = 1.00 4.County Assessed Value S.Common Level Ratio Factor B. Fair Market value 130,500.00 X .97 = 126,585.00 F. EXEMPTION DATA ia. Amount of Exemption Claimed it, Percentage of Grantor's Interest In Real Estate ic.Percentage of Grantor's interest Conveyed 100.00 100 100 Check Appropriate Box Below for Exemption Claimed. © Will or intestate succession.Robert L. Alford 21-13-1035 (Name of Decedent (Estate File Number) ❑ Transfer to a trust. (Attach complete copy of trust agreement identifying all beneficiaries.) ❑ Transfer from a trust. Date of transfer into the trust If trust was amended attach a copy of original and amen a rus . • Transfer between principal and agent/straw parry. (Attach complete copy of agency/straw party agreement.) • Transfers to the commonwealth, the U.S. and instrumentalities by gift, dedication, condemnation or in lieu of con- demnation. (If condemnation or in lieu of condemnation, attach copy of resolution.) • Transfer from mortgagor to a holder of a mortgage in default. (Attach copy of mortgage and note/assignment.) • Corrective or confirmatory deed. (Attach complete copy of the deed to be corrected or confirmed.) • Statutory corporate consolidation, merger or division. (Attach copy of articles.) ❑ Other (Please explain exemption claimed.) Under penalties of law, I declare that I have examined this statement, including accompanying information, and to the best of knowledge and belief, it is true, correct and complete. Signature pt Corr sponde t- Responsible Party Date FAILURE fO COMPLETK'TIJIS FORM PROPERLY OR ATTACH REQUESTED DOCUMENTATION MAY RESOtT IN THE RECORDER'S REFUSXL TO RECORD THE DEED. TAMMY SHEARER RECORDER OF DEEDS CUMBERLAND COUNTY ' '``"_'< 1 COURTHOUSE SQUARE CARLISLE, PA 17013 m S 717-240-6370 Instrument Number-201404509 Recorded On 3/4/2014 At 11:58:47 AM *Total Pages- 6 •Instrument Type- DEED Invoice Number- 157155 User ID -SW *Grantor- ALFORD,ROBERT L •Grantee-GENTILE,MONTA E •Customer-ROBET L ALFORD ESTATE *FEES STATE WRIT TAX $0..50 Certification Page STATE JCS/ACCESS TO $23.50 JUSTICE DO NOT DETACH RECORDING FEES - $13.00 RECORDER OF DEEDS This page is now part PARCEL CERTIFICATION $15. 00 of this legal document. FEES AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 .WEST SHORE SCHOOL $0.00 - DISTRICT LOWER ALLEN TOWNSHIP $0.00 TOTAL PAID $68 .50 I Certify this to be recorded in Cumberland County PA r�ypF cuM @�9 . . 0 RECORDER OF DEEDS nw "-Information denoted by an asterisk may change during . the verification process and may not be reflected on this page. III IIIIII III VIII Rev-1503 EX-(6-98) SCHEDULE B STOCKS & BONDS COMMONW LTHOFPENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Alford, Robert L. 21-13-1035 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 1,269 shares of Energizer Holdings, Inc. Stock 95.265 120,891.29 2 863.907 shares of General Mills Stock 48.91 42,253.69 3 212 shares of Post Stock - 42.135 8,932.62 4 Santander Securities-Individual Account No. HD9-295797. 60,528.43 TOTAL (Also enter on Line 2, Recapitulation) 232,606.03 (If more space is needed,additional pages of the same size) Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule B(Rev.6-98) ENR Historical Prices I Energizer Holdings;Inc. Common Stock - Yahoo! Finance Page i of z Home Mail News Sports Finance Weather Games Groups Answers Flickr I More Search Finance Search lNab Sign In Mall HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES Enter Symbol I 71,,Up ru,lep 12.2013 4:50pm EDT.US iv of ae are dosetl Dow 40.17%Nasdaq 30.24 ENR moRi rommssl°�r E�$'TRAD tt , : . . I .' . ._ 'E'uY+ OPEN AN ACCOUNT ; ❑ A rk ode O� _ +uo T2tlei Npw_I Energizer Holdings Inc.(ENR) -NYSE Add to Portfolio_I tike.?s_j 94.044 0.58(0.61%) 4:02PM EDT I After Hours:94.04 0.00(0.00%)4:15PM EDT-Nasdaq Real Time Price Historical Prices cetHmton=alPriaeafer:E�� GO - Set Date Range �j CO)Daily Start Date: Sep V I° 2013 7 Eg.Jan 1,2010 - O Weekly End Date: Sep v,F5---J 2013 7 0 Monthly Q Dividends Only Get Prices - ii First I Previous I Neat I Last Prices I ' Date Open High Low Close Volume Adj Close' Sep 5,2013 95.63 95.83 94.70 94.82 356,900 94.82 `Close price adjusted for dividends and splits. First I Previous Next I Last hAaDownload to Spreadsheet _ Currency in USED. i $95:265 Median Price X 1269 Shares Owned $1 Date of Death Value i i Ad Topics That Might Interest You... - 1.Dividend Income Funds 5.Penny Stocks to Watch 2.Highest CD Bank Rates G.Performing Mutual Funds 3.Fixed Income Investments 7.High Yield Stocks to Buy 4. Best Income Mutual Funds S.Tax-Free Bond Funds Feedback http://finance.yahoo.com/q/hp?s=ENR&a=08&b=5&c=2013&d=08&e=5&f=2013&g=d 9/12/2013 ,`<�` �e.'a%u' ..wn m o,w..,. ,u..•.a.w..•. ••..... T SFERAGENF tx AND REDISTRAR _ a IGW D B TURE C N �?%;�•- in mn ZO y9Ny" > �D w i 1 1 1 ir 0K f_ LIE, RI _ •` w ,`� Y W IF m ry ti � n - gyp• cc cc co 0 N \j -�Yc]NkI�V a � �agjD. iia,., G 's' •: '!=;:ems`= i�,_+.>./ '� a:=sr: � •2ixrx I nY11ULTi 1 I �jR`MiT `LI LU81jy1 .•k#� ?l1YIPj�a�W" � �zaE M, c c': hmn mm R MMi it ` 'm m:m ei��`�`.'" � /e♦ �.�. , rm�}� �Ilta�.., ��•vrq:('� "`rs"y x`�£' l. �irv �,1����4��1R.- a S� ,„��,yY�}��.u�e'+r�P fii ,'�I,i: GIS Historical Prices I General Mills, Inc. Common Stoc Stock - Yahoo! Finance Page 1 of 2 Home Mail News Sports Finance Weather Games Groups Answers Flirkr I More Search Finance Search VJeb Sign In Mall NOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES / Enter6ymiwl Loot UP Thu.Sep 12.2013,4:52pm EDT-US tlarkata ere cased Dow 40.17%Nasdaq 40.24% - &RI1 1 r _ MORE , J,, °pis GIS — S . 11 JLmaxitrade O I�pL'nipn P.ENVAN,ACCOUNT- Rde/Iry�... ® _I Y GIs Ucwunt� General Mills,Inc.(GIS) - NYSE p p o Atld 10 Portfolio Uke a 69: 40.88 t 0.08(0.16%) 4:02PM EDT I Met Hours:48.88 0.00(O.OD%)4:27PM EDT Historical Prices Gal HheadealPdrocror.� GO Set Date Range 4 QQ Deny - Stert oete: Sep v 55 2013 Ep.Jen 1,2010 Weepy Endoatc: Sep 02013 - OMOnthly O Dividends Only Get Prices First I Previous I Next I Last Now—1 HROUG I, Prices Date Open High Low Close Volume Adj Close* Sep 5,2013 49.14 49.14 48.66 49.10 3,636,300 49.10 GET •close price adjusted for dMdends and splits. �. First I Previous Next I lax ADOWnload to Spreadsheet Currency in USD. $48.-91 Median .Price R 863.90 Shares Owned $42,253.69 Date. of Death Value Ad Topics That Might Interest You... 1.Dividend Income Funds S.Penny Stocks to Watch .................................................. ............... —............................. 2.Highest CD Bank Rates 6.Best Performing Mutual Funds i 3.Fixed Income Investments — 7.High Yield Stocke to Buy _.._._..............._...................__ .............._......................,..... ....... 4.Best Income Mutual Funds B.Tex-Free Bond Funds - Feedback all htip://finance.yahoo.com/q/hp?a=08&b=5&c=2013&d=08&e=5&f=2013&g=d&s=GI S%2... 9/12/2013 Mail to: Wells Fargo Shareowner Services GQ01 4003545158 OPTIONAL CASH PURCHASE ELECTION General Mills,Inc. Direct Purchase Plan Enclosed is a U.S.dollar check drawn on a United States bank, PO Box 64856 St Paul MN 55164-0856 made payable to Shareowner Services for: $ -) Please change my address as indicated Minimum$50.00/Maximum$250,000.00 per year o All registered owners MUST sign on the back of this form. ROBERT L ALFORD S Services will process your purchase instructions according to your Plan prospectus/brochure upon receipt of your 252 CUMBERLAND RD properlycompleted request which includes account number and CAMP HILL PA 17011-6677 company name.We will not be liable for any claim arising out of failure to purchase shares on a certain date or at a specific price. Requests,other than address change,submitted on this form will only affect Direct Purchase Plan shares.For Direct Registration (book entry)shares visit us online or refer to your Direct Registration - nc statement. n' F 0 0 iiiiiuiiigtill Illlliiiiiig1111 110313 01 pur 152 Detach here.Forward top portion to the address shown above. - - - Direct Purchase Plan Account Statement g� " IMP'6RTANT 800 3hls44 te entfor,yqur{nves6 en&ta andreos-t asisreclirds ks„w1�r '1'�`;s., `,' (�J Visit shareowneronline.com anytime to access account information, obtain forms, and complete ••••• •••.•••• transactions. GENERAL MILLS U.S.telephone number:800-670-4763 Local and Outside U.S.:651-050-0084 Cusip# 370334104 - Page 1 of 1 Account Summary General Mills, Inc. Account It 4003545158 November 1, 2013 ROBERT L ALFORD Share Balances Record Date Current 252 CUMBERLAND RD Direct Purchase Plan 587.907 594.446 CAMP HILL PA 17011-6677 Direct Registration 276.000 276.000 Total Shares 863.907 870.446 Year-to-Date Amounts Gross Dividends Reinvested $654.23 Current Dividend - Federal Tax Withheld - $0.00 Record Date 10/10/13 Nonresident Alien Tax Withheld $0.00 Payable Date 11/01/13 State Tax Withheld $0.00 Dividend Rate $0.38 Cash Investments $10,000.00 Account Value Service Charges Paid by You - $0.00 Market Value Date 11/01/13 Service Charges Paid by Company $4.50 Market Value Price $50.3200 Commissions Paid by Company _ $6.48 Account Market Value $43,800.84 Transaction or Transaction Gross Amount of Service Net Amount of Price Shares Increased Total Shares Settlement Date Type - Transaction Charge Transaction per Share or Decreased Held in Plan 'n VZc A� ICEFORWARD V 1- f xz 0.000 ii, ivvri, X06/19713"� Transferred In dr.W $0.00 5 �# DSO 00' $0.0000 X83192+#� 189.192 406/1[9113� Transferred In 16 ;? I 30100 I $0.00 ' 000- , $0.0000ktea189'192 378.384 07/09/13 Cash Purchase A $ 0 DOD 00" $0.00 "$1i0 000,0 $49.1713= 203 371 581.755 08/06�At *11J06�/31,3u i Div �tV' R Va . Pr r M " 26 C 95�>i' $52.9866 6v 152 i4T'.+4" 587.907 Div Reinvested $325.95 $000 : 1 y$Y $0.00 Reinvested $32828 $50.2057 594.446 `r A' u v �� r{.xa Mj 9rryy 44»fu�tC`a'1 a:,x' rut ,p°SS To-��Jt *,rvf ,jy , a As regylred by Federal tax regulations Wells Fargo-- hGeowner,Services uses FIFO ji-sf In First Out)as the default method of disposmg[of shares.To select a o-' ''anV other method of disposition or specifc2ax lots;vou'lmust provide your mstroction m.Wflt)na`and include the acoulsition.dete i ni here amount. Sale Fees: Batch-$15,Market-$25,Limit/Stop-$30,plus$0.12 per share commission.An additional$5 fee will be charged for direct deposit of sale proceeds. 1111 1I1I IIIIIIIIIIIIIIIIIIIII IIIIIII IIII11IIIIIIII11TI iI Et ITIIIIII 1I 1111 "ZGQ01P0311511111 YjYjYjY` POST Historical Prices I Post Holdings, Inc. Common Stoc Stock - Yahoo! Finance Page 1 of 2 Home Mail News Sports Finance Weather Games Groups Answers Flick, I More Search Finance Search WeD Sign In Mall HOME INVESTING NEVIS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES Enter Symeol Look Up Tau,yen 12.2013,4:51pm EDT-DS MMats am cl.,ad Dow 80.17:Nasdaq 40.24% ' MaMgarmr4nostmt __ .POST®j'. EO�PPEOeHTS:FTRN IS A.D040OD0WVN Fiderty MR7 O Post Holdings,Inc.(POST) -NYSE dtl NE:T i ' to Pon - 11Ye 41.35 4 0.30(0.72%) 4:01 PM EDT After No=:41.35 0.00(0.00%)4:27PM EDT Historical Prices Get Historical Prices(.or: GO Set Date Range .0 Daily t..riFt•r,+.,?%t•,� ?, Sta rt D.te: SeP � F 2013 Eg.Jan t,20/0 oweeay End Date: Sep V F 2013 OMomhly 'p %,,i`.'. 0 Dividends Only .S�- Get Prices First IPrevious l Nekl I Last Prices Date Open High Low Close Volume Adj Close' (` •� Sep 5,2013 42.06 42.44 41.83 42.11 76,500 42.11 .a Vvf Close price adjusted for dMdems am sputa. , • "'1 k First I Previous I Next I last `t. ADownload to Spreadsheet jF Currency ID USD. $42.135 Median Price .j X 212 Shares Owned ' t t,r $8,932.62 Date of Death Value I vs f Ad Topics That Might Interest You... 1.Hlgheat CD Bank Rates 5.Best Stocks to Buy 2.High Yield Stocks to Buy 6.Penny Stocks to Watch 3.Best Performing Mutual Funds 7.Top Rated Medicare Plans 4.Bast Income Mutual Funds 8.Fined Income Investments Feedback ad. http://finance.yahoo.com/q/hp?a=08&b=5&c=2013&d=08&e=5&f--2013&g=d&s=POST... 9/12/2013 Computershare + Computershare Trust Company,N.A. P.U.Box 43078 Hovidence Rhode Island 0,2940-3078 002029 Within the US, Canada b Puerto Rico 877 498 8861 Outside the US, Canada b Puerto Rico 781 575 3120 — wvx nv.comprrtershare.conrlinvesior t illl llli�lllt,tllllllllllntlLllll,ilillrilillLl�r„flnliiirl ROBERT L ALFORD - &ISABELLE B ALFORD JT TEN Account Number 252 CUMBERLAND RD CAMP HILL PA 17011-6677 C0000038407 �I�1 V I-r'. . 1111�11111111111111111�111111[III�Illlllll�llllllll�llllll111 Uncerfined accounts are suhjecr to wif hho!d6nq Company lD POST taxes on dividend payments and sales proceeds. SSN7TIN Certified Yes CUSP Number 737+446104 Post Holdings Direct.Registration (DRS) Advice Retain for your records Spin-Off Distribution Date: February 3, 2012 Transaction Description Ralcorp Holdings ( Distribution Rate Post Holdings ( Fractional Share i Common Stock Common Stock Credited RAH Spinoff of POST 424 .5 - 212 0.000000 As a result of the separation of Post Holdings,Inc.("Post")from Ralcorp Holdings,Inc.('Ralcorp"),which was completed on February 3,2012,Post Holdings,Inc,is now an independent,publicly traded company.Ralcorp completed the distribution to shareholders of record as of the close of business,Eastern Time,on January 30,2012 (the"Record Date").Each holder of Ralcorp common stock received one share of Post common stock for every two shares of Ralcorp common stock held on the Record Date. The distribution was effective at 11:58 psm,Eastern Time,an February 3,2012. The transaction had no impact on the number of shares of Ralcorp common stock that you awn.The separation added Post common stock to your portfolio. - OTHER IMPORTANT RIGHTS OR LIMITATIONS,INCLUDING CERTAIN DEFINITIONS THE COMPANY WILL FURNISH,WITHOUT CHARGE,TO EACH SHAREHOLDER WHO SO REQUESTS A STATEMENT OF THE DESIGNATIONS,PREFERENCES AND RELATIVE, PARTICIPATING,OPTIONAL OR OTHER SPECIAL RIGHTS OF EACH CLASS of STOCK,OR SERIES THEREOF,WHICH THE COMPANY IS AUTHORIZED TO ISSUE AND THE QUALIFICATIONS,LIMITATIONS OR RESTRICTIONS OF SUCH PREFERENCES ANDIOR RIGHTS.ANY SUCH REQUEST IS TO BE ADDRESSED TO THE SECRETARY OF THE COMPANY OR TO THE TRANSFER AGENT NAMED ON THE FACE OF THIS STATEMENT. - EACH SECURITY COVERED BY THIS ADVICE ALSO EVIDENCES AND ENTITLES THE HOLDER HEREOF TO CERTAIN RIGHTS AS SET FORTH IN THE SHAREHOLDER 'PROTECTION RIGHTS AGREEMENT BETWEEN POST HOLDINGS,INC.,A MISSOURI CORPORATION(THE"COMPANY"),AND COMPUTERSHARE TRUST COMPANY,N.A.(THE "RIGHTS AGREEMENT"j,AS n MAY FROM TIME TO TIME BE SUPPLEMENTED OR AMENDED,THE TERMS OF WHICH ARE INCORPORATED HEREIN BY REFERENCE AND A COPY OF WHICH IS ON FILE AT THE PRINCIPAL EXECUTIVE OFFICES OF THE COMPANY,UNDER CERTAIN CIRCUMSTANCES,AS SET FORTH IN THE RIGHTS AGREEMENT, SUCH RIGHTS MAY EXPIRE OR MAY BE REDEEMED,,EXCHANGED OR BE EVIDENCED BY SEPARATE CERTIFICATES AND NO LONGER BE EVIDENCED BY THIS DIRECT REGISTRATION TRANSACTION ADVICE,THE COMPANY WILL MAIL TO THE HOLDER HEREOF A COPY OF THE RIGHTS AGREEMENT,AS IN EFFECT ON THE DATE OF MAILING,WITHOUT CHARGE PROMPTLY AFTER RECEIPT OF A WRITTEN REQUEST THEREFOR UNDER CERTAIN CIRCUMSTANCES,RIGHTS ISSUED TO OR HELD BY ACQUIRING PERSONS OR THEIR AFFILIATES OR ASSOCIATES(AS DEFINED IN THE RIGHTS AGREEMENT)AND ANY SUBSEQUENT HOLDER OF SUCH RIGHTS MAY BECOME NULL AND VOID. ® 1 7 2 U D R POST otF41B FOR IMPORTANT INFORMATION ON MANAGING YOUR ACCOUNT,SEE REVERSE. 1M C!)dOron l.2?$i<_INl$T_PAnUOC?t llE)MGSTIC_k^v`n3029tIXwD5t Feb. 6. 2014 12:36PM. No. lh46 P. Santander Securities February 6,2014 Estate of Robert L Alford James D Bogar,Esquire One West Main Street Shiremanstown,PA 17011 RE: Date of Death Balance Robert L Alford Santander account#HD9-195797 Dear Mr,Bogar: This letter is in regard to your request for a date of death balance in the above referenced Robert L Alford's Individual account.The date of death balances on September 5,2013 is listed below: HD9-195797(Individual Account):$60,528.43 Please contact Financial Consultant on record Edward Taylor for any questions and concerns. Sincerely, Julie Wong Operations Service Center Rep Santander Securities FMA/SIPC MEMBER Rev-1508 E%*(11-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Alford, Robert L. 21-13-1035 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM - VALUE AT DATE NUMBER - DESCRIPTION OF DEATH 1 Comverge 10.00 2 Sovereign Bank/Santander-Checking Account No. 1921034831. Date of death balance 17,236.10 $17,236.00;accrued interest$0.10. 3 Sovereign Bank/Santander-Money Market Account No.7674851702. Date of death balance 38,101.22 $38,090.57;accrued interest$10.65. 4 2002 Lincoln-VIN#1 LNHM86S22Y692650. Sold at private sale. 5,000.00 5 Personal Property-Sold at private sale 1,000.00 6 Direct TV-Refund 36.93 7 Discover -Refund 160.99 8 Discover Card-CVS Caremark Refund 12.43 9 Erie Insurance-Refund of auto insurance premium 322.00 10 Erie Insurance-Refund of homeowner's insurance premium 222.00 11 Monta Gentile-School Tax Proration 369.34 12 US Treasury-2013 Personal Income Tax Refund _ 9,049.00 13 Verizon-Refund 2.27 14 ING -Annuity No.2A02366780. 153,451.31 15 Western National Life/American General Life-Annuity No.XP233859. 267,494.98 TOTAL(Also enter on Line 5,Recapitulation) 492,468.57 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10) S®vereigil a Court Ordered Processing\Decedents- MA1-MB3-02-10 - P. O. Box 841005 - Boston,MA 02284 °s 4 October 4, 2013 3 0 = James D. Bogar P Attorney at Law 1 West Main St. Shiremanstown, PA 17011 D RE: Estate of Robert L. Alford Date of Death: 09/05/2013 e 5 Dear James D. Bogar: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. `a Please feel free to contact me if I can be of any further assistance. s Very truly yours, 6 a n � Donna Penta Lead Specialist 617-514-5189 E! 0 s s 8 J J E <4 Y Sovereign Bank ESTATE OF Robert L Alford SOCIAL SECURITY#: 507-20-2349 DATE OF DEATH: September 5, 2013 Account #: 1681724561 Type: Checking Open date: 5/4/1999 In the name of. Robert L Alford or Isabelle B Alford Date of Death Balance: $0.00 Int.(YTD) from 1/1/2013 to 3/28/2013 $0.00 Aceried interest to date of death: $0.00 Other info: Closed 412/13 Account#: 1921034831 Type: Checking Open date 9/14/2012 In the name of: Robert L Alford Date of Death Balance: $17,236.00 Int.(YTD) from 1/1/2013 to 8/14/2013 $1.83 Accrued interest to date of death: $0.10 Other Info: Closed 9/30/13 Account#: 7674851702 Type: Money Market Open date: 9/14/2012 In the name of. Robert L Afford Date of Death Balance: $38,090.57 Int.(YTD) from 1/1/2013 to 8/14/2013 $89.99 Accrued interest to date of death: $10.65 Other Info: Closed 9/30/13 Account#: 1685425652 Type: CD Open date: 1/21/2003 In the name of. Robert L Alfrod or Isabelle B Alford Date of Death Balance: Closed Prior Int.(YTD) from to N/A Accrued interest to date of death: N/A Other Info: Closed 6/27/11 Account#: 1685544056 Type: CD Open date: 9/27/2007 In the name of: Isabelle B Alford or Robert L Alford Date of Death Balance: Closed Prior Int.(YTD) from to N/A Accrued interest to date of death: N/A Other Info: Closed 6/27/11 Page 1 of 1 C•E1TiFICATE OF TITLE FOR A �/-EH.ICL°E , " 1141 f, r. b TIMML - r2 '�� - .• :'VEHICLE pENIIFlCATION NUMBER—.,—..,�_-_YFAfl` '-.�..,._,FWLE OF VEIi.ICEEk••••,�.�•_�••• TIRE NUMBER•••,`"._••.•••-•�' � � --:•_•-..- }=—x:11 :=-'yT�. • 'j BOOM TYPE -� :1DIP; SEAT CAP —1 PHIORYTI1LFiSiA� ' OWM DDATE ODOM��B DOOM bTATUS DATE PA TRIED �. GATE OF ISSUE � UNLADEN WEpHi�y"GVWR ' .1 I�yII W�lFA a1WAfS !$f OE ltItEI r I O'IHyc CA_E E%C' F•AL� { 1 fly Y `r\Jf[f UY k T f�A"T, rl A../ I r I •_ "-" ,a ^q!'E '-E•, . _ TMIP NI E%f1YRYTFNON ODpAEIFA pSLYtSUIIE - f STEPED OWNER 11 �'BfR.y LRrt 7• - rP P nr'- y I �yJ cuuA,'•yn:x+ Lt cl.1 UMB. P:LMaM A i I.. P .IYNASAPIXpE VFHICIEr . CAMP CHTkL PA wail " B �° T .STFEE[RCD' L "1' I 1(JJl I S till V It [()-E REl4AV FA� .r w.ftOW.vD11L1E 4'/ -• I % ISiwAS ArAn � � `. , -•� i , II d.'eivp'unenla.r b-ane�� .� . � � IeN:clae.mm land uw ,•� :,rte �t� � �. —N•` IV S4 LIEN•RELEASED t -epproplPt•Tlam+M T L DATE l ♦ ! 5, DEN . BY SECOND -REIFASED AVIHOR�D REPI✓ESEMATiVE- i '-DATE' W.FUW.ADDRESS - BT _ • ° AURYOPIZSO REPRESEMATrvE ••+.' R(3SfRT!L;.IALF0RD 3 2:52 :CUMB�RD: Lt 19 PK LL CAAlP�t1I P.A b7D3 t' y i' EE�-•7 . ([��/�/�//J�®1� -I oa�p�•pl•a,:wr a Ww,ti»'awI nr�a.aI w PenneyMN•D.o. , $R110LEY L"MALLORY IA3C�L.:.L ul.FnruPOrl•BOn.nM t Bw p non(z)or cMpmY wML n.nM Y me M.rM1Y wnr .._ _ ••r�_•i.� r a p•Pep�, ,ScvebrT of Tnviwn•Ilan j ca-Pur ztser other Bmn your spww h 11s ano you want No BBO to _ SUBSCRIBED AND SWORN oo IhI* u 'Joint Tonentsf-With RI1�I of Su rahlp Qn death_gj ono RAE" - "' .(�.- " ownor IPoo goof SO SUrvhlpg ga luHi - ., UFelw - a'A•le Issued es Tenants Yn Co �}( tleeth o�'on e hIS• daiaaS S. owner Boas to hfO& 0r1 m-Ta). _ y f.� ., hA;'_N A�M,vT:t+brH I r A �75TLlEN9ATE � �'?i� QI L,R� •�^ ' tsr`uEN]NaneR- co ! STATE 'TFlN4NCIAL plyST[NiION NUMBER - . + /y� END UUMATE .f� S �yIP ND IIENifJp O } W /'Tai. utlwYpM! I:�q' mW.. Yn b L.�tAY W li b w MYY I O.e _ { r` _ sw..?AMewww�.e..e dlyly`edn Mlbq bn TND UENNOlDE11 0 �'.,._ tyJ l `."./ sMUINiE e1'ARPn'J1n[ANRNJIV6o 6i6VERJ STATE'S aP .' FlNANCIAL INSTRU NUMBER N saxe.aRa oe eoAmunNmmEOP nnwrarm 9wxu -_ -_'-"-_-_._._... 1, .. •. a - • 41:11'. • r /�. 1 I ING ELS5 (C-time) 2/7/2014 2 :36 :04 PM PAGE 2/002 Fax Server ING MSPO CC-time) GMT 12/9/2013 4:09:29 PM PAGE 2/002 Fax Server ING December 9,2013 JAMES BOGAR ONE WEST IvWN ST SHIREMANSTOWNPA 17011 ING USA Annuity and Life Insurance Company Decedent:Robert L Alford Contract Number: 2AO2366780 Claim Code: 03010 Dear Mr.Bogar, Thank you for your recent inquiry regarding the annuity contract listed above. Please find the contract information below. Death Benefit Value $153,451.31 Date of Issue 01103/1991 Owner Robert L Alford Primary Beneficiary Estate of Robert L Alford If you have questions regarding this information,please contact our Customer Contact Center,available Monday-Thursday, 8:30 am.to 6:30 p.m.,Eastern Time,and Friday, S:30 am.to 5:30 p.m.,Eastern Time. Call 800-369-5303 and press 3 to identify yourself as a beneficiary. When prompted,enter the five digit Claim Code above and press 4. Your call will be addressed by a claims specialist Sincerely, Customer Service ING s. ,bnw&f .=edbyM US.f Company 10.7/bm WESTERN J NATIONAL L i f e I n s u r a n c e C o m p a n y PO.Box 871 July 12, 2011 nmaralo,rexds 79105-0871 1.800424.4990 ROBERT L ALFORD 252 CUMBERLAND RD CAMP HILL PA 17011 Dear Policy Owner: Annuity Policy No. XP233859 Congratulations on the purchase of your Western National Life Insurance Company annuity. This letter confirms receipt of your annuity premium of$248,879.66 on June 28, 2011. The guaranteed effective annual interest rate on the initial premium is 3.35% for years one through three. This rate includes a 1.30% enhancement to the current credited interest rate and is payable for the first three years only. After three,years, the enhancement is no longer payable. Interest on your annuity will be credited and compounded on a daily basis. Your annuity provides many valuable benefits, including interest earnings, which could be tax-deferred until withdrawn, and the ability to make additional premium payments. Enclosed are any applicable statutory forms and other important information that should be kept with your policy. You may access information regarding your policy 24 hours a day, 7 days a week via WNL's Annuity Access online system by logging on to www.WNL.com. Our Automated Information System (AIS) allows you to obtain policy information by using your telephone at any time of the day or night. Enclosed is an information sheet to help you use these services. We want to thank you for selecting Western National Life Insurance Company. We are one of the largest life insurance companies in the United States. Founded in 1944, our current assets now exceed $42.9 billion. If we can be of further service, or should you have any questions, please do not hesitate to call the representative from whom you purchased your annuity, or our servicing center that is located in Amarillo, Texas. Our toll-free customer service number is 1-800-424-4990. Sincerely, Elizabeth Barton Customer Service Representative 12/05/2013 09:013 8063422279 SVC CENTER. PAGE 02/02 American General Life Companies December 4, 2013 .Tames D. Bogar Attorney at Law Via facsimile 1-717-737-2086 Re: t�nnuity Contracts PX,202906 and.XP233359 Contract Owner Robert L. Alford Dear Mr. Boear: Thank you for your correspondence regarding these annuity contracts. We would like to take this opportunity to provide the requested information. The runds invested in these annuity contracts are classified as amt-qualified, which means the contracts were issued with funds on which taxes had already been paid. The accrued interestwill be reported as taxable income for the year withdrawn., Contract BX202906 was issued January 11,2002 «•itli a purchase premium of$130,248.00. This contract was a single premium deferred annuity. No additional transactions iverc processed for the contract. The contract was processed as a 1035 Exchange to New York Life Annuities in Januaryof 2007 in the amount of$157,400.94. Of this amount, $130,24$.00 was non-qualified principal and$27.152.94 was pre-tax interest. This contract is paid in full and no longer active with our company. You may wish to contact the receiving company for further details regarding the status of these funds at the following address, New Yorlc Life 51 Madison Avcnuc Ncw York NX 10010 Tell-800-762-6212 Annuity contract,\P233859 was issued June 28, 2011 with a purchase premium of'5243,879.66. Ellis . annuity was considered a flexible premium tax-deferred annuity. Thistype of anniiity allows the contract owner to add multiple premium payments. No additional transactions were processed. The accumulated value on the date of Mr.Alford's death evas$267,494.98. Of this amount, $18,615.32 vas pre-tax interest. The coutract was surrendered as a death claim on December 2, 2013 for the grass amount of$269,628.53. Of the amount 5248,879.66 was non-qualified principal and $20,748.87 was pre-tax interest. Federal tax of$2,074.89 and state tax of$636.99 were withheld from the distribution,resulting in a.net check of $266,916.65. The check was issued to the Robert L. Alford Estate,Ivlonta E. Gentile,Executor, and mailed to the address of record. The primary beneficiary designated for this contract was Mr. Alford's spouse,Isab ella Alford. No contingent beneficiary was named. Mrs. Alford's'date of death was March 12,2012. As no new beneficiaries were designated, the beneficiary defaulted to the Estate orRobcrt L.nlfoird. Mr. Bogar, we appreciate the opportunity to assist you. should you have any questions,please contact our Client Care Center at 1-800-424-4990. Si n// rely, _ f� D. A.Prapst Specialty Annuity Services . American General Life Insurance Company P.O. Box 871 •Amarillo,TX•79105-0871 Rev-1510 EX-(08-09) SCHEDULE G pennsylvania INTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY . RESIDENT DECEDENT ESTATE OF FILE NUMBER Alford Robert L. 21-13-1035 This stlledule must be completed ark Bled 8Ore answer to any of questions 1 through 4 on page three of me REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH a OF DEWS EXCLUSION TAXABLE NUMBER THE DATEE OF TRANSFER SA77ACH A COPY OF THE DEED FOR ESTATE. VALUE OF ASSET - INTEREST (F APPUCaa�) VALUE 1 New York Life-Annuity No. 52138970. Morita Gentile 200.249.50 200.249.50 and Robert L.Alford were the named beneficiaries of this account TOTAL(Also enter on Line 7, Recapitulation) 200,249.50 (If more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09) °4 {l'iimer of the B AR Sen-ice diva rd frwv 2000-7.01'- April 18, 2012 James Bogar Attorney At Law One West Main Street Shiremanstown, PA 17011 Policy Number: 52138970 Policy Date: January 29, 2007 Primary Owner/Annuitant: Robert Alford Tax Classification: Non-Qualified Dear Mr. Bogar: We have received your request for information on the policy referenced above.Please find the requested information below. Initial Premium: $157,400.94 Primary Beneficiary: Isabelle B.Alford Spouse 100% Contingent Beneficiaries: Robert L.Alford Son 50% Monta Gentile Daughter 50% Value as of: . 9/5/2013 $200,249.50 Note that both claims have been paid to beneficiaries Robert Alford and Monta Gentile. If you have any questions or concerns,our Customer Service Representatives are available Monday through Friday from 8:30 a.m.to 5:30 p.m. Eastern Time at 1-800- 762-6212. Sincerely, Jim Roth Senior Service Associate New York Life Annuity Service Center•P.O. Box 9859• Providence, RI 02940•1-800-762-6212 Annuities are issued by New York Life Insurance and Annuity Corporation(NYLIAC)(A Defaware Corporation) Variable annuities are distributed by: NYLIFE Distributors LLC,Member FINRA/SIPC NYLIAC and NYLIFE Distributors LLC are wholly owned subsidiaries of New York Life Insurance Company 51 Madison Ave,New York, NY 10010 - REV-1511 EX.(10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND RESIDENT INHERITANCE ENT URN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Alford, Robert L. 21-13-1035 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 13,540.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) _ Street Address - City State Zio Year(s)Commission Paid 2 Attorney's Fees Bogar& Hipp Law Offices 17,850.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent - 4. Probate Fees 483.50 _ 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 7,297.77 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 39,171.27 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Alford, Robert L. 21-13-1035 ITEM NUMBER DESCRIPTION AMOUNT . Funeral Expenses 1 Myers Buhrig Funeral Home-funeral bill 13.540.00 H-A 13,540.00 Other Administrative Costs 2 Bonnie K. Miller-2014 CountylTownship Tax 106.74 3 Discover-credit card payment 272.83 4 Erie Insurance -homeowner's insurance premium 338.00 5 Holy Spirit Hospital -medical bill 1.006.40 6 Lower Allen Township-sewer and trash bill 117.70 7 Lower Allen Township-sewer and trash bill 122.70 8 Monts Gentile-reimbursement for payment of UGI bill 28.65 9 PA American Water-water bill - 19.04 10 PA American Water-water bill 15.52 11 PA American Water-water bill 14.56 12 PA American Water-water bill 14.56 13 PA American Water-water bill 14.01 14 PA American Water-water bill - - 16.02 Copyright(c)2002 fonn software only The Lackner Group,Inc. Fonn PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Alford, Robert L. 21-13-1035 ITEM NUMBER DESCRIPTION AMOUNT 15 PA Department of Revenue-2013 Personal Income Tax Due 1,300.00 16 PPL-electric bill 60.67 17 PPL-electric bill 44.32 18 PPL -electric bill 39.56 19 PPL-electric bill 43.87 20 PPL-electric bill - 46.82 21 PPL -electric bill 57.28 22 PPL-electric bill 50.02 23 Recorder of Deeds-fee to record Deed 68.50 24 Register of Wills-Short Certificate 5.00 25 RESERVES: -costs to conclude the administration of this estate,including preparation and 2,500.00 filing of Fiduciary Income Tax Returns 26 Snyder Associates-2013 Personal Income Tax Preparation 290.00 27 Sovereign Bank-fee for date of death valuation 20.00 28 UGI -gas bill 19.45 29 UGI -gas bill 38.31 30 UGI -gas bill 77.29 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Alford, Robert L. 21-13-1035 ITEM NUMBER DESCRIPTION AMOUNT 31 UGI -gas bill - - 108.55 32 UGI -gas bill 117.44 33 UGi -gas bill 129.99 34 US Postal Service-certified mail 6.11 35 US Postal Service-certified mail to Fidelity 6.97 36 Verizon-telephone bill 29.46 37 Verizon-telephone bill - 29.90 38 Verizon-telephone bill 27.87 39 Verizon-telephone bill 27.88 40 Verizon-telephonebill . _ 28.17 41 Verizon-telephone bill 28.27 42 Verizon-telephone bill 9.24 H-B7 7,297.77 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) REV-1513 EX.(0110) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE - INHERrrANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Alford, Robert L._ 21-13-1035 RELATIONSHIP TO NAME AND ADDRESS OF SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT Do Not List Trustee sl (words) (8SS) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.91 16 a 1.2 Robert L.Alford,Jr. Son One-half of rest, 57 Sussex Road residue and Camp Hill, PA 17011 remainder Monta E.Gentile One-half of rest, 252 Cumberland Road residue and Camp Hill, PA 17011 remainder Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet as approp riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 130F REV-1500 COVER SHEE Copyright(c)2010 form software only The Lackner Group, Inc. Forrn PA-1500 Schedule J(Rev.01-10) W-9 iagt Vitt anb Testament KNOW ALL MEN BY THESE PRESENTS: That I, Robert I ee Al ford of the City/Town of rampn Hill County of Cumberland and State of ppnn a+yilzrarn i a being of sound and disposing mind and memory, do make, publish and declare the following to be my LAST WILL AND TESTAMENT, hereby revoking all Wills by me at any time heretofore made. FIRST: I direct my Executrix, hereinafter named, to pay all my funeral expenses, administration expenses of my estate, including inheritance and succession taxes, state or federal, which may be occasioned by the passage of or succession to any interest in my estate under the terms of this instrument, and all my just debts, excepting mortgage notes secured by mortgages upon real estate. SECOND: All the rest, residue and remainder of my estate, both real and personal, of whatsoever kind or character, and wheresoever situated, I give, devise and bequeath to,my beloved wife: Taahel l P R Al ford , to be hers absolutely and forever. THIRD: If my said wife does not survive me,then I give, devise and bequeath such rest, residue and remainder of my estate to my beloved children, natural or adopted, in equal shares, per stirpes, to be theirs absolutely and for- ever;provided, that the share of any child of mine who has died leaving no issue shall be divided among my,surviving children in equal shares, per stirpes. FOURTH:If my beloved wife does not survive me,I hereby appoint Name Mary Ellen Byrd Address 33 Mansion Street Princess Anne Maryland Number Street City State as guardian of such of my children as shall then be minors. FIFTH: I hereby appoint my wife, Isabelle B. Alford , as Executrix of this my LAST WILL AND TESTAMENT. If she does not survive me, then I appoint Name Monta Ellen Alford Address 252 Cumberland Road Camp Hill Pennsylvania Number Street City State as Executor/Executrix of my estate. I direct that no Executor/Executrix serving hereunder shall be required to post bond. IN WITNESS WHEREOF,I have hereunto set my hand and seal at this 9th day of October 19 70. (sign here) i G �c' L.S. 1 Signed, sealed, published and declared to be his LAST WILL AND TESTAMENT by the within named Testator in the presence of us, who in his presence and at his request, and in the presence of each other, have here- unto subscribed our names as witnesses: of City G State of I dc"" City State (2)_ i (3)� .i C of D% ec r , City State AFFIDAVIT STATE OF_ Pennsylvania ss: COUNTY OF Cumberland Personally appeared (1) Ralph L. Rothrock ' (2) Ernest E. Garvin -and (3) Jay L. Kanzler who being duly sworn, depose and say that they attested the said Will and they subscribed the same at the request and in the presence of the said Testator and in the presence of each other, and the said Testator signed said Will in their presence and acknowledged that be had signed said Will and declared the same to be his LAST WILL AND TESTAMENT, and deponents further state that at the time of the execution of said Will the said Testator appeared to be of lawful age and sound mind and memory and there was no evidence of undue influence. The deponents make this affidavit at the request of the Testator. (1) (2) �. (3).' / 9th �1 October 70 Subscribed and sworn to before me this_ day of 19 (Notary Seal) Notary Public Rotary public,Monroe Twp.,Cumberland CO. MY Commission Expires April 9, 1974 2