The URL can be used to link to this page

Home My WebLink About10-17-14 � � 1505610149 REV-1500 Ex(o2-��)�enns�yl ania OFFICIAL USEONLY PA Department of Revenue °.'"""` ``"`"' Countv Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po aox 2soso, 21 14 013 6 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Sociai Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 02 09 2013 08 05 1924 Decedent's Last Name Suffix DecedenYs First Name MI Williamson Craig A (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Socia�Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1.Original Return O 2. Supplemental Return O 3. Remainder Return(Date of Death Priorto 12-13-82) O 4.Limited Estate O 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) � 6.Decedent Died Testate O 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes (Attach Copy of Wili) (Attach Copy of Trust.) � 9.Litigation Proceeds Received Q 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 Anna Borro Hays , Esquire 717 612 5804 REGISTER OF WILLS USE ONLY t"> �=; �-- � First Line of Address C p -;� ... �.� ., rn Saidis , Sullivan & Rogers `�' '� �� .`�, _ c� ---� : r__ � �> �.:;� Second Line of Address ' - ,�-, ►—�+ � �:� 635 North 12th Street , Suite 400 = � _`' � r�� f �.., DATE FILED ,., _ - �-7 City or Post Office State ZIP Code - � � •� `r� Lemoyne PA 17043 r-�. :�_.� ��' � o �— � r— . � G7 0 CorrespondenYs e-ma�i aadress: aborrohays@ssr-attorneys.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,correc d com ciaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT PER E PONSIBLE FOR FILING RETURN DAT �a ��y ADDRESS 44 6 VT Route 215 N Ca ot, VT 05647 SIGN URE OF EPARER�O HER THAN REPRESENTATIVE DATE ly;.;,�-^j ADDRESS 635 North 12th treet, Suite 400 Lemoyne, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 � 7,505610149 1505610149 � � 15�5610249 REV-1500 EX(FI) DecedenYs Social Security Number Crai A Williamson DecedenYs Name: 9 RECAPITULATION 1. Real Estate(Schedule A).. . . . . . . .. . . . . . . . . ... ... . .. . .. .. . . . . .. . . . . 1. 15 2 ,0 0 0 • 0 0 2. Stocks and Bonds(Schedule B) 2. 8 B 7 ,9 5 6 • 31 ••• . . . . . .. . . . ... . .. . . . . . . . . . . . . . . . . . 3. Closely Held Corporation,Partnership or So�e-Proprietorship(Schedule C) . . .. . 3. � • 0� 4. Mortgages and Notes Receivable(Schedule D) . . . . .. . . . . . . . 4. � • �� 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) . . . . . . 5. 13 5 ,9 4 8 - 51 6. Jointly Owned Property(Schedule F) � Separate Billing Requested . . . . 6. � ' �� 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 4 3 ,�� • 0� (Schedule G) O Separate Billing Requested . .. . 7. 8. Total Gross Assets total Lines 1 throu h 7 g. 1 ,218 ,9 0 4 • 8 2 � 9 ) . . . . . . . . . . . . . . . .. . . .... . . . . 9. Funeral Ex enses and Administrative Costs Schedule H 9. 4 3,7 21 - 8 9 P � ) . . . . . . . . ..... . . . . 10. Debts of Decedent, Mort a e Liabilities and Liens Schedule I 10. 4 ,3 4 9 • 9 2 9 9 ( ) . . . .. . . . . . . . . . 11. Total Deductions(total Lines 9 and 10) . . . . . .. .. . . . . . . . . . . . . . . . . . . .. . 11. 4 8,�71 • 81 12. Net Value of Estate(Line 8 minus Line 11) �Z, 1,17 0 ,8 3 3 • �1 . . . . . . . . . . . . . . . . . . . . . . . . . .. . 13. Charitable and Governmentai Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . .. . . . . . . . . . . 13. � - �� 14. Net Value Sub'ect to Tax Line 12 minus Line 13 14. 1 ,17 0 ,8 3 3 • �1 J � ) . . . . . . . . . . .. . . . .. . . . . . TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxabie at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 0 � • 0� 15. � • �� 16. Amount of Line 14 taxable 1 ,17 0 ,8 3 3 • 01 �6. 5 2 ,6 8 7 • 4 9 at lineal rate X.0 45 17. Amount of Line 14 taxable at sibling rate X.12 � • �� 17. � - �� 18. Amount of Line 14 taxable at coliateral rate X.15 � • 0� �g� � • �� 19. TAX DUE ••--• . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . .. ... . . . . . . . 19. S 2 ,6 8 7 - 4 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1,50561,D249 1505610249 � REV-1500 EX(FI) Page 3 File Number Decedent's Compiete Address: 21 14 0136 DECEDENT'S NAME Craig A. Williamson STREET ADDRESS 39 Creek Road CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 52,687.49 2. Credits/Payments A.Prior Payments 52,000.00 B.Discount 2,634.37 54,634.37 Total Credits(A+B 1 (21 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 1,946.88 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 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 properry transferred . . ..... . . . . . . . . . . . . . . .. . . . . . . . ❑ ❑X b. retain the right to designate who shall use the property transferred or its income . . . . . . . ❑ ❑X c. retain a reversionary interest. . . . . . . .. . . .. .. . . . . . .. . . . . . . .. . . . . .. . . . . . . . . . . . . . ❑ �X d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . ❑ ❑X 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . .... . . . . .. . . . . . . ... . . . . . . . OX ❑ 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 contains a beneficiary designation?.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994,and before Jan. 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)J. For tlates 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 tlisclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of tleath 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.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decetlent'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. REV-1502 EX+ (12-12) ��:��`pennsylvania SCHEDULE A �� OEPARTNENT DF HEVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Craig A. Williamson 21 14 0136 All real property owned solely or as a tenant in wmmon 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 properly that is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM Attach a copy of the settlement sheet if the property has been sold. VALUE AT DATE NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common. OF DEATH DESCRIPTION 1 39 Creek Road, Camp Hill, PA 17011 152,000.00 Sale price TOTAL (Also enter on Line 1, Recapitulation.) 152,000.00 If more space is needed, use additional sheets of paper of the same size. REV-1503 EX+ (8-12) � .'�, pennsylvania SCHEDULE B - 6EPARTMENT DF HEVENUE INHERITANCETAXRETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Craig A. Williamson 21 14 0136 All properly jointly owned with right of survivorship must be disdosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 457.298 shares Abbott Laboratories (Computershare) 16,936.03 Number of shares per statement Value per yahoofinance.com Dividend on above stock declared prior to decedent's death 100.61 2 466.7882 shares of AbbVie Inc. (Computershare) 22,825.01 Number of shares per statement Value per yahoofinance.com Dividend on above stock declared prior to decedent's death 186.72 3 668.759 shares of Aflac Inc. (Aflac Inc.) 41,703.81 Number of shares per 3/11/14 letter Value per yahoofinance.com 4 12.613 shares of Sysco Corporation (American Stock Transfer&Trust Co) 458.99 Number of shares per statement Value per yahoofinance.com 5 91.712 shares of Nucor Corporation (American Stock Transfer&Trust Co) 4,428.77 Value per yahoofinance.com Dividend on above stock declared prior to decedenYs death 33.93 6 1,000 shares of F.N.B. Corporation (Registrar&Transfer Co) 11,710.00 Number of shares per 3/17/14 letter Value per yahoofinance.com 7 605.598 shares of L. Brands, Inc. (American Stock Transfer&Trust Co) 32,992.98 Number of shares per 3/20/14 letter Value per yahoofinance.com 8 606.22 shares of Walgreen Co (Wells Fargo, Transfer Agent) in dividend 36,591.44 reinvestment account 4003419898 Number of shares per 3/14/14 letter- Value per Yahoofinance.com 9 530.1356 shares of General Electric Company(Computershare) 13,332.91 Number of shares per 03/17/14 letter Value per yahoofinance.com 10 948.6967 shares of The Home Depot, Inc. (Computershare) 72,328.64 Total from continuation Schedule(s) 634,326.47 TOTAL (Also enter on Line 2, Recapitulation) 887,956.31 If more space is needed, insert additional sheets of the same size Page 2 Estate of: Craig A. Williamson 21 14 0136 Schedule B - Stocks and Bonds item Value at Date Number Description of Death 10 Number of shares per 3/17/14 letter Value per yahoofinance.com 11 501.5482 shares of Johnson &Johnson (Computershare) 45,084.17 Number of shares per 3/17/14 letter Value per yahoofinance.com 12 126.9303 shares of Pfizer, Inc. (Computershare) 3,951.34 Number of shares per 3/17/14 letter Value per yahoofinance.com 13 59.774 shares of The Clorox Company(Computershare) 5,110.08 Number of shares per statement Value per yahoofinance.com Dividend on above stock declared prior to decedent's death 42.44 14 375 shares of Walmart Stores Inc. (Computershare) 27,472.50 Number of shares per 3/17/14 letter Value per yahoofinance.com 15 330 shares of Invesco PA Value Municipal Income Trust(Computershare) 4,247.10 Per 3/17/14 letter 16 4.055 shares of Walgreen Co (Wells Fargo)-account 3405806479 in 244.76 dividend reinvestment account Number of shares per 3/14/14 letter Value per Yahoofinance.com 17 444 shares of Amgen Inc. 52,515.21 Per 3/26/14 letter 18 1800 shares of Cerner Corp 99,427.50 Per 3/26/14 letter 19 2000 shares of Cisco Systems Inc. 45,230.00 Per 3/26/14 letter 20 200 shares of Fiserv Inc. 10,975.50 Per 3/26/14 letter 21 19 shares of LSI Corporation 210.24 Per 3/26/14 letter 22 300 shares of Microchip Technology Inc. 13,320.00 Per 3/26/14 letter TOTAL. (Carry forward to main schedule) . . . . . . 307,830.84 Page 3 Estate of: Craig A. Williamson 21 14 0136 Schedule B - Stocks and Bonds Item Value at Date Number Description of Death 23 804 shares of Nucor Corp 38,819.13 Per 3/26/14 letter 24 1000 shares of Oracle Corporation 37,112.50 Per 3/26/14 letter 25 200 shares of Procter& Gamble Co 15,471.00 Per 3/26/14 letter 26 800 shares of Qualcomm Inc. 59,258.00 Per 03/26/14 letter 27 1400 shares of CVS Caremark 104,230.00 Per 4/9/14 letter 28 1900 shares of LKQ Corp 52,896.00 Per 4/9/14 letter 29 100 shares of Standard & Poors 18,709.00 Per 4/9/14 letter TOTAL. (Carry forward to main schedule) . . . . . . 326,495.63 REV-1508 EX+ (08-12) � �� SCHEDULE E � r� pennsylvania �� DEPAHTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN pERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Craig A. Williamson 21 14 0136 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 disdosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OFDEATH 1 Westshoremen Investment Club Cash 5,525.39 Per 4/9/14 letter 2 Santander Checking Account 1051070589 7,730.40 Per statement Balance at date of death was $35,730.40; however, check numbers 3412 and 3413 dated January 4, 2014 in the amounts of$14,000 each were made payable to Decedent's daughters, Nan Vernazza and Christine Anderson as 2014 gifts, but were not cashed until after Decedent's date of death. We are therefore showing the value of this account on Schedule E at $7,730.40 and we are showing the gifts of$14,000 to each daughter on Schedule G with a $3,000 exclusion for each daughter. 3 Santander Money Market Savings Account 574176586 2,233.92 Per statement 4 Santander Savings Account 574401048 9,447.71 Per statement 5 Members 1st Federal Credit Union 384076-00 5.00 Per 3/14/14 letter 6 Members 1st Federal Credit Union 384076-05 67,990.05 Per 3/14/14 letter Interest on above item accrued as of decedenYs death 2.98 7 E-Trade Financial Money Market Account 19,532.16 Per 3/26/14 Interest on above item accrued as of decedent's death 0.05 8 Misc. Household Items and Guns 15,029.80 Auction proceeds 9 Fishing Equipment 500.00 Per sale price 10 2004 Honda Odyssey Mini-Van 4,500.00 Sale price Total from continuation Schedule(s) 3,451.05 TOTAL (Also enter on Line 5, Recapitulation) 135,948.51 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: Craig A. Williamson 21 14 0136 Schedule E - Cash, Bank Deposits, and Misc. Personal Property item Value at Date Number Description of Death 11 US Treasury Refund re: 2013 Form 1040 168.00 12 PA Department of Revenue Refund re: 2013 PA-40 17.00 13 The Sentinel Refund 16.71 14 Commercial Travelers Mutual Insurance Company Refund 4.69 15 Erie Insurance Refund 68.00 16 PA Department of Revenue 2013 PA-40 Refund 1,398.48 17 PA Unclaimed Property 46.95 18 Invesco PA Value Muni Income Tr Jan 2014 Interest Check 24.75 19 DFAS-Cleveland Retirement Payment 1,562.62 20 Marsh US Consumer Check 143.85 TOTAL. (Carry forward to main schedule) . . . . . . 3,451.05 REV-1510 EX+ (08-09) �: ` pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Craig A. Williamson 21 14 0136 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. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBE �NCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE AND THE DATE OF TRANSFER.ATTACH COPY OF THE DEED FOR REAL ESATE. 1 $14,000 cash to Decedent's son, Scot 14,000.00 100 3,000.00 11,000.00 Williamson 1/04/14 2 $14,000 cash to Decedent's daughter, 14,000.00 100 3,000.00 11,000.00 Christine Anderson 1/04/14 3 $14,000 cash to Decedent's daughter, Nan 14,000.00 100 3,000.00 11,000.00 Vernazza 1/04/14 4 $8,000 cash gift to Decedent's son, Scot 8,000.00 100 3,000.00 5,000.00 Williamson 6/14/13 5 $8,000 cash gift to Decedent's daughter, Nan 8,000.00 100 3,000.00 5,000.00 Vernazza 6/14/13 TOTAL (Also enter on Line 7, Recapitulation) 43,000.00 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (08-13) f�. � pennsylvania S C H E D U L E H � 6EPAHTMENTOFNEVENUE FUNERAL EXPENSES AND RES DENTNDEC DENTTURN ADMINSTRATIVE COSTS ESTATE OF FILE NUMBER Craig A. Williamson 21 14 0136 DecedenYs debts must be reported on Schedule I. ITEM DESCRIPTION AMOU NT NUMBER A. FUNERALEXPENSES: See schedule attached 11,888.87 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2. Attorney Fees: 14,000.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 933.50 5. Accountant Fees: 6. Tax Return Preparer Fees: See schedule attached 16,148.47 TOTAL (Also enter on Line 9, Recapitulation) 43,721.89 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: Craig A. Williamson 21 14 0136 Schedule H, Part A - Funeral Expenses Item Number Description Amount 1 Catering 414.87 2 Scot Williamson, lodging 808.81 3 Scot Williamson, rental car 825.19 4 Scot Williamson, Parking 72.00 5 Grave date scroll 335.00 6 Myers-Harner Funeral Home 9,433.00 TOTAL. (Carryforward to main schedule) . . . . . . 11,888.87 Page 3 Estate of: Craig A. Williamson 21 14 0136 Schedule H, Part B - Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 Car registration 36.00 8 Scot Williamson, reimbursement for gas 156.14 9 Santander, safety deposit box drilling 180.00 10 Postage 33.60 11 Verizon 123.65 12 PPL 270.37 13 HB McClure 658.60 14 PA American Water 145.33 15 Amerigas 14.13 16 E-Trade Financial, mandatory reorg fee charged re: LSI Corporation 20.00 17 The Gutter Guys 159.00 18 Peak Construction 175.00 19 GT Watts 135.00 20 Schultz's Landscaping 675.00 21 Lower Allen Township 122.70 22 John Clemmer Painting Service 1,435.00 23 Touch of Color Flooring 500.00 24 HB McClure 501.00 25 PA American Water 34.60 26 Saidis, Sullivan & Rogers, out of pocket expenses 251.26 27 Costs of sale re: 39 Creek Road, Camp Hill, PA including: 10,367.15 $4,560 to Coldwell Banker Homesale $4,560 to ReMax 1 st Advantage $ 350 to Coldwell Banker Homestead Group for broker fee $ 10 to Valerie Priest for notary fee TOTAL. (Carry forward to main schedule) . . . . . . 15,993.53 Page 4 Estate of: Craig A. Williamson 21 14 0136 Schedule H, Part B - Administrative Costs Miscellaneous Expenses Item Number Description Amount 27 $ 20 to Conerstone Lane Transfer for tax cert. $1,520 for deed Minus expenses paid by seller in advance including: $482.22 county taxes5/30/14-12/31/14 $127.49 school taxes 5/30/14-6/30/14 $ 43.14 sewer/refuse 28 PA American Water 11.84 29 Schultz's Landscaping 143.10 TOTAL. (Carry forward to main schedule) . . . . . . 154.94 REV-1512 EX+ (12-12) `:;pennsylvania S C H E D U L E I �� 6EPAHTMENTOFREVENUE DEBTS OF DECEDENT, INHERITANCETAXRETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Craig A. Williamson 21 14 0136 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM DESCRIPTION VALUE AT DATE NUMBER OFDEATH 1 Chase 535.55 2 MOAA Insurance Plan 143.85 3 Deluxe Ex Business, check 3417 written prior to, but clearing after 122.06 Decedent's date of death 4 Verizon 54.15 5 Comcast Central ($97.78 -$72.00 refund) 25.78 6 PA American 49.88 7 PPL 137.97 8 West Shore EMS-ALS 977.90 9 Cumberland County, PA, county/township taxes 799.22 10 East Pennsboro Ambulance Service 35.00 11 Harrisburg Pharmacy 15.94 12 Chase EPay 1,452.62 TOTAL (Also enter on Line 10, Recapitulation) 4,349.92 If more space is needed, insert additional sheets of the same size REV-1513 EX+ (01-10) �: pennsylvania S C H E D U L E .7 DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Crai A. Williamson 21 14 0136 NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec. 9116(a)(1.2).] 1 Christine A. Anderson Daughter 386,944.34 2144 Market Street, C-201 Camp Hill, PA 17011 2 Nan L. Vernazza Daughter 391,944.34 4833 Ninth Avenue Sacramento, CA 95820 3 Scot J. Williamson Son 391,944.33 4426 VT Route 215 N Cabot, VT 05647 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: B. CHARITABLE AND GOVERNMENTAL pISTRIBUTIONS: 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. Previous editions are obsalete torm HUD-1(3I86)ref HantlDook 43052 A. Settlement Statement U.S.Department of Housing and Urban Development B.T e of Loan OMB A roval No.2502-0265 FINAL 1. ❑FHA 2. OFmHA 3. ❑Conv.Unins. 6.File Number 7.Loan Number 8.Mortgage insurance Case Number 4. ❑VA 5. ❑Conv.ins. CL14951 is ortn is mis e a grve you a s a emen o ac ua se emen ws s. moun pai an y e se emen agen a e s own. C.NOSe: Items marked"(p.o.c.)"were paid outsiEe Ihe Gosing;lhey are shown here br inlortnation purposes anE are not inUuEed in the toWls. TIf�EEXPfBSS SBK�E(fl8flt$ySf0fi1 WARNING:If is a crime lo knowingly maka false statemenls lo the Uniled Slales an Ihis or any oNer similarfortn.PenaNes upon mnviction wn inUuee a ene and imonsonmen�For detai�s see:Tiue te U.5.Code Section toot and Section t0io. PfIf110d�5�28/2�14 2f 15:21.IS D.NAME OF BORROWER: Kelly Q.Manning ADDRESS: E.NAME OF SELLER: Estate of Craig A.Wiliiamson ADDRESS: F.NAME OF LENDER: ADDRESS: G.PROPERTY ADDRESS: 39 Creek Road,Camp Hill,PA 17011 Lower Allen Townshi H.SETTLEMENT AGENT: Cornerstone Land Transfer,Inc.,Telephone:717-730•9664 Fax:717-730•9665 PLACE OF SETTLEMENT: 4705 E.Trindle Road Mechanicsbur PA 17050 I.SETTLEMENT DATE: 05130@014 J,SUMMARY OF BORROWER'S TRANSACTION: K.SUMMARY OF SELLER'S TRANSACTION: 100.GROSS AMOUNT DUE FROM BORROWER 400.GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 152 000.00 401. Contract sales rice 152 000.00 102. Personal ro ert 402. Personal ro e 103. Settlement char es to borrower line 1400 2 748.00 403. 104. 404. 105. 405. Ad'ustments for items aid b selier in advance Ad'ustments for items aid b seller in advance 106. Cit Itown taxes 406. Cit/town taxes 107. Count tares 05130114to12131114 482.22 407. Coun taxes 05130I14to12131114 482.22 108. Schooltaxes 05130114to06130114 127.49 408. Schooltaxes 05130114to06130114 127.49 109. SchooiTaues 409. SchoolTaxes 110. SewedRefuse 05130114to06130114 43.14 410. SewedRefuse 05130114to06130114 43.14 111. 411. 112. 412. 120.GROSS AMOUNT DUE FROM BORROWER 155 400.85 420.GROSS AMOUNT DUE TO SELLER 152 652.85 200.AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500.REDUCTIONS IN AMOUNT DUE TO SELLER 201. De osit or earnest mone 5 000.00 501. Excess De osit see instructions 202. Princi al amount of new loans SD2. Settlement char es to seller line 1400 11 020.00 203. Existin loan s taken sub'ect to 503. Existin loan s taken sub'ect to 204 504. Pa off of First Mort a e Loan 205. 505. 206. 506. 207. 507. 208 508. 209. 509. Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller 210. Ci Itown taxes 510. Cit/town taxes 21t. Count taxes 511. Count taxes 212. Schooltaxes 512. Schooliaees 213. SchoolTaxes 513. SchoolTaxes 214. 514. 215. 515. 216. 516. 217. 517. Z�8 518. 2�9 519. 220.TOTAL PAID BYIFOR BORROWER 5 000.00 520.TOTAL REDUCTION AMOUNT DUE SELLER 11 020.00 300.CASH AT SETTLEMENT FROM OR TO BORROWER 600.CASH AT SETTLEMENT TO OR FROM SELLER 152 652.85 301. Gross amount due from borrower line 120 155 400.85 601. Gross amount due to seller line 420 302. Less amounts aid b/for borrower line 220 5 000.00 6�2. Less reduction amount due seller line 520 11 020.00 303.CASH FROM BORROWER 150 400.85 603.CASH TO SELLER 141 632.85 SUBSTITUTE fORM 1099 SELLER STATEMENT:The infarmation conlaine0 herein is impartant tax intortnalion antl is being IumisheA ta Ne Inlemal Revenue Service.If you are requiretl ta fiie a retum, a negligence penalry or aNer sancUon will he impased on you i(lhis item is required to be reported an0 Ne IRS Getermines lhat it has not 6een reportetl.The Contrect Sales Pnce EescA6eC an line 401 a6ove constitutes tha Gross Pracee0s ol Nis iransacfion. You are requireE by law ta provide the settlement agent(Fetl.Tax ID Na:257751827�with your wrcect taxpayer itlen6fiw6on number.If you tlo not proviEe your cortect taxpayer itlenlifcation numher,yau may be subject to aNl or criminal penalties imposeE 6y law.Under penal6es ot perjury,I certiry Ihat the numher shown an Uis statement is my corract laxpayer iCentificalion numher. � _ SELLER(5)SIGNATURE(5): � TIN: _ - SELLER(S)NEW MAILING ADDRESS: SELLER(S)PHONE NUMBERS: (H) `� lortn HUD-1(3/86)�el HanEhoak 43051 Previous eEiUons are o6salele U.S.DEPARTMENT OF HOUSIN�AND URBAN DEVELOPMENT File Number:CL14951 FINAL PAGE 2 SETTLEMENT STATEMENT TitleEx ress Settlement S stem Printed 05/28/2014 at 15:21 JS L. SETTLEMENT CHARGE;, PAID FROM PAID FROM 700.TOTAL SALES/BROKER'S COMMISSION based on rice$152 000.00=9 120.00 BORROWER'S SELLER'S Division of commission Iine 700 as follows: FUNDS AT FUNDS AT 7p1, $ 4 560.00 to Coldwell Banker Homesale SETTLEMENT SETTLEMENT 7pz, g 4 560.00 to ReMax 1st Advanta e 703. Commission aid at Settlement 9 120.00 704. Broker Fee to Coldwell Banker Homestead Grou Select Pro 350.00 800.ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori ination Fee % 802. Loan Discount % 803. A raisal Fee 804. Credit Re ort 805. 806. 807. 808. 809. 810. 811. 900.ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to $ Ida 902. Mort a e Insurance Premium for 0 mont to 903. Hazard Insurance Premium for 0 mont to 904. 905. 1000.RESERVES DEPOSITED WITH LENDER FOR 1001.Hazard Insurance mo• $ �m° 10�2.Mort a e Insurance mo. $ Imo 1003.Cit Pro ert Tax mo. $ /mo 1004.Count Pro ert Tax mo. $ /mo 1005.School taues mo. $ /mo 1009.A re ate Anal sis Ad'ustment 0.00 0.00 1100.TITLE CHARGES 1101.Settlement or Closin Fee 1102.Abstract or Title Search 1103.Tiile Examination 1104.Title Insurance Binder 1105.Document Pre aration 10.00 1106.Nota Fees to Valerie Priest 1107.Attome's fees includes above items No: 1108.Title Insurance to Cornerstone Land Transfer A ent for FNTIC 1 160.00 includes above items No: 1109.Lender's Polic 1110.Owners Polic 152 000.00 •1 160.00 1111.Reimburse for Ta�c Cert to Cornerstone Land Transfer inc. 20.00 1112. 11t3. 1200.GOVERNMENT RECORDING AND TRANSFER CHARGES 68.00 1201.Recordin Fees Deed$68.00 •Mort a e �Release$ 1 520.00 1202.Ci /Coun tax/stam s Deed$1 520.00 •Mort a e S 1 520.00 1203.State Tax/stam s Deed$1 520.00 •Mort a e S �ppq. Deed Mort a e$ 1205.Deed$ �MoR a e$ •Release$ 1300.ADDITIONAL SETTLEMENT CHARGES 1301.Surve 1400.TOTAL SETTLEMENT CHARGES ,-, enter on lines 103 Section J and 502 Section K 2 748.00 11 020.00 ; i .;�.� � HUD CERTIFICATION OF BUYER AND SELLER %:;' . /1;'::-�� / I�`ve carelu�i�rehe}�d Ihe��I-UD-7 Seryeit�ent Stalemenf-nd to Ne best a(my knovAeCge and beliel,il is a We and accurate statement of all receipts anC Eisbureements made on my account or Cj^me m s prfsact[ori.�ti/her c r4�atthaver"ce�ed a copy of Ihe HUD4 Settlemenl Stalement. i�� / '/ �`� � y� . annin �. �d'J�1�t�r�� S�a��. �� , s a e o raig . i iamson �� WARNING:IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE The HU�-1 SetUement Statemenl which I have pre0ared is a We and accurate account a(lhis UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON CONVICTION Vansaction.I have causetl or vnll cause��e funds to Ee disCursetl in accordance wilh this statement. USN OOESECTFON1007�A�3ECTIONNO1pOR�ETAILSSEETITLEIB: .`�g/Qlnr'v`-'"-'�P^ f 6 ^ y�. "' Z/1//`J t i� ' vwviC� OATE: �Jv SETTLEMENTAGENT: ABT Historical Prices � Abbott Laboratories Common Stoc Stock- Yahoo! Finance Page 1 of 2 +iome Mail News Sports Finance Weather Games Groups F;nswers Screen Flickr kpps I More Search Finance �rc!€tVtleb �':a� Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC . .. _�.. . . .. _.. . __ __ . �� .Enter Symbol� L�ook Up Thu,Mar 13:2C14:8��2.4�:4 ECT-U.S.t4arkes open in'hr i&mins Dow 0.07%Nasdaq 0.37% .....________-__... ;: � E�-rR.a.a�• ABT ` o�" � :s J ' :' �tIBT IS DOVYt+i � ��`n�`�" . Trade �-�` f::�am�rYtr'dr�, � �. Get the big picture on all your investments. Abbott Laboratories(ABT) -NvSE �Follow �`�` Sync yaur Yahoo portfoiio now 39.V V �.Q�J�0.13%� Mar 12,4:OOPM EDT Historical Prices GetHistoricalPricesfor:�� GO ..___ ____.. .....__ _-.__ __.._ .___ ......... ._... .____ __ ........_.____.__.._..__.. . ___ ....._. @�_ t:, ^5 Set Date Range �e-�^- . �°s �Daily 1. Start Date: FBb V ��2014 Eg.Jan 1,2010 V� � " Q Weekly g*''` End Date: Feb v 10 2014 �Monthly '' Q Dividends Only � ,,�,:�� m�' " �.` Get Prices "'" ,; Firt�Previous�tJexi�Last � � � �, l Prices .� i� � � I Date Open High �r" Low Close Volume Adj Close' � Feb 10,2014 37.17 37.32 ��36.96 37.16 11,2D7,300 37.16 � Feb 7,2014 36.77 3721 � 36.65 37.18 12,028,OD0 37.18 ! i � E i 'Close pnce adj�for dividends and splits. �,; .� Firt�Prerious�Next�Last � . y� i �Y� 1 �Downioad to Spreadsheet `�,� � ! : Currency in USD. ', '' � � r. �� 1 3�� _ b 3�� 7. �� - �� , � � � ; � ¢ � � �� ° ' y ; ; 1 i �� r� i �. �/`Y;1[Y�41E�t7G�.� . ... .._._ .___ __., . ...___.....__.... . ......_____..._. __...._ .___.. ___. : Ad Topics That Might Interest You... 1.ABT Stock Predictions 5.Best Penny Stocks to Buy _........._ . ._._._.._ _....._.__.. _...__..._. __. __._. _ ' 2.ABT Stock Quote 6.Stocks to Buy Now __..._. ........_... .___.__.__. . .... _ .... _...__.....__.._. _ , i 3.Buy Healthcare Stocks 7.Penny Stocks To Own _......... ... ........_...._... ... ._..._...._... P 4.Free Health Insurance 8.To 5 Retirement Funds ' __ _ . __ __ __ _ __ _ Feedback eds Pri�.�acy-Al.�out Our Acs-Terms-send�te�y�>aok-Yahoo:-kBC Ne:as Netv✓ork http://finance.yahoo.con�/q/hp?s=ABT&a=01&b=9&c=2014&d=01&e=10&�2014&g=d 3/13/2014 Page 1 of 4 Abbott �mputershare �' A Promise for lUfe Computershare Trusi Company,N.A. PO Sox 43fl78 Providencs,RI 0294d-3078 Within USA,US temtaries 8 Canada 688 332 2268 Outsitle USA,U5 teRitories h Canada 781575 3970 D 3],7 5 0 w+vw.computershare.co�nvestar ' �( �� I � r i 1 1 i � � s I ��I I I i 11� I I a� Abbori Laboratories is incorporaied under the laws of I1111 I I��III I ll1il II I� I IIIII !II I I 1 I � I the5tateofll. GRAEG A WiLLIAMSON 39 CREEK ROAD CAMP HILL PA 17011 Holder Accoun#Number C0003265471 I�I I��IlI��I�II I��I � �I�I�I II ��II � 11� [Il�i llll Illll If111 III I IIII Ticker Symbol A8T ' CUSIP 0028249DD PLEASE SEE 1MPORTANT PRIVACY NOTiCE A'f BACK OF STATEMENT _, w �- � :�r �� } � �� '�'.�� ' '�* � ."'b o��a r�o�s:- nve� men Plar�;5�a#ement �, �_ �� ` � � � �� .Ct �.xis. <mra� �s�as,."z3�'";µ�`s'�'i�a,�«��-:.: �..:-.,=Y, »�.�''.:',=� �' '�« .��..-c,-s-=,.s,..�`�+.�w.::`� Summary of Account Ho►dings as of 18 Feb 2014 ' Opening Ciosing Price per Market Vatue as of ShareNnit Type of Hoiding Batance as�f Balance as of 5hareNnit 98 Feb 2014 � �1 Jan 201d � Activity I �(8 Feb 2�14 (U5D} (USD) pRIP•Common Stock 451297978 2.577880 459.875858 36,93 17,902.97 Dividend Reinvestmerrt Activ'Etyy Record j Payment` Dividend Ciass ShareslUnits Gross Taxes FeeslOther Net Company Date i Qate 1 �ate � Descriptian� Reinvested I ��y��end I Wi#hheld � Qeducted I Dividend I Paid Fees (�iSp) (USD} (USD} {USD) Reinvestad {USD} 15 3an 2014 15 Feb 2014 0.720400 Common 45�.297978 300.fi1 1D0.61 1.03 Year-to•Date lnvestment Plan Summary 'Type„of Acfivit , Gross Amount TaxeslFeeslOther Company Paid Faes Net Amount SharesNnits I {uso� � �uso� � �us�} ( �usD} � DRIP•Common Stock Dividends 10D.fi1 4.00 1.03 100.61 2.57788D !f you want to make an optianal cash purchase at this time,please make your check payable to Computershara.Please v�ite your Holder Account Number and fhe Company narne on the check or on your cover letter.P(ease send your check to Computershare,P.O.Bax 6006,Carol Stream 1L, ' 6Q197-6006. STAY ACTlVEI Keeping your account active helps io prevent your assets frQm being fumed over to staie governments as abandoned property.Nortnal ac#iviGes such as cashing a check,updaGng your address or voting your prozy will keep yaur accaunt active.Accessing your account online,using our automated phane system,or speaking to a customer service representative may aiso keep yaur acrAunt active for purposes of stafe abandoned property faws. � 251UDR ABTL "�` QtA71A EN_Ot(6173j TA (101C54327.D.AD71.:1 i 7406_5C38rt131750,D6365U � ABBV Historical Prices � AbbVie Inc. Common Stock Stock- Yahoo! Finance Page 1 of 2 Hame Mail IVews Sports �inance VJeather Games Groups knswers Scr2en Flickr Apps I t�ore Search Finance �tt�€�VJeb 4:±�7 Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC _ ... __ . _.. . _ . Enter Symbol Look Up T^u,Mar'13:20�4,?36AtJ;EDT-U.S.hlarke:s epen in�mhis. Dow 0.07%Nzsdaq 0.37% �'�` NO-FEE �reaic; � . t ' E�TRA�3�' � ATM ACCE55 � ABBV ..'s- Of�N AN ACCOtFNT,: �AmerSbade O! T J,, ".-.:.�i': � : ,I�I$Yc.HOw: EKLRPOF SECUR111E5 LLC -� Get the big picture on all your investments. AbbVie Inc.(ABBV) -nvSE Sync your Yahoa portfolio naw 51 .64 0.11(0.21%� Mar 12,4:DOPM EDT Historical Prices Get Historical Prices for:�-� GO ......... ____. ____. ___... .... ____ __.... . ......._ .__. ......_ __..... ___ ....__ ___.. . . _...__ _._.... ___ ..... . . . ..... - Set Date Range C�Daiiy Start Date: Feb v ��2014 Eg..lan 1,2ot0 �Weekly ��y, End Date: Feb v 10 2014 (}Monthly va�sau��€N s�, -z:+as Q Dividends Only '�,,,�f � �p� a; y � �� Get Prices ' " � � � Firt�Previous�tvext�Last � X�� .r�r - p �/ E �� w �� Prices � 1•�-! ,�j , R�� c �' Date Open High ^ Low Close Volume Adj Close' Feb 10,2014 48.75 50.19 / ' 48.72 49.55 7,907,500 49.55 Feb 7,2014 46.00 49.03 47.66 48.89 6,979,500 48.89 rc `Close price�juste�for dividends and splits. � First�Prev;ous�Next�Last � �' ��+� �� N: l 11 �`, r, ,,� -: r''`�Download to Spreadsheet �!�� '�`""� � ��'r ��.. Currency in USD. „� \y' �p/ .�],� ��c�_ �r� � '\ � U f C.k � �. ` t �� a��. C1 , _ '1la��ua�rdM _ _ __ _ _ _ _ i Ad Topics That Might Interest You... ' 1.Best Penny Stocks to Buy 5.Top 5 Retirement Funds _...__. _..._ _._._............. 2.Stocks to Buy Now 6.Highest CD Rates __ __ ._._.....__._... .._.. __... _.._....__ ......... .._....... , 3.Penny Stocks to Own 7.Top Mutual Funds _...... ._..._............. . ........_.... 4 Best Income Mutuai Funds B.Fixed Income Funds _ __ __ _._ _ __ _; Feedback u°5 ?rivacv-About our Acs-Terms-Send reed��:�,ack-YahCo'-r'.BC Netds NeN�ofk http://finance.yahoo.com/q/hp?s=ABBV&a=01&b=7&c=2014&d=01&e=10&f=2014&g=d 3/13/2014 Page 1 of 4 �� amputershare �" Computershace Trust Company.N.A. PO Box 43D78 Providence.Ri 02940•3078 Within USA,US territ�ries£r Canada 877 881 5970 Outside USA,i1S temtories&Canada 732 645 41 Z3 0 316 5� http;//www-us.computershare.com �� i � �� r � � � �� (�� AtibVelnC.isincatpOtatadundetthelawsofthe ln�i I iIIfI� 1 u��l II [l I nil� ��I I � I 1 i 1 s►afe�roE. CRAiG A tNItL1AMSON 39 CREEK R4AD CAN{P HILL PA 77fl91 HolderAccaunt Numbet C0003265471 I II�1111 II1111IIfl�II[I[(Ill[I�II I[�II ll�l I��l IIII�II(11��1��11 II Ticker Sym6o1 ABBY CUS1P 00287Y109 PLEASE SEE IMPOftTANT PRIVACY NOTlGE AT BACK�F STA7EMENT � � �� "��:�� `�� 1 �� - �#� Bl�� _ � ��:: �_. ��,��`;�,.., � �� -�.. ��} ��.. .�,�k_ Summary of Account Ha}�ings as o#14 Feb 2d14 i�pening C[osing Price pes Market Value as of SharelUnit Type af Holding Bafance as of Balance as of SharelUnit 74 Feb 2014 � 01 Jan 2014 I Activity I �4 Feb 2D34 (USD} (USD) DSPP•Cammon Stock kS6.788150 3.885886 47�.474046 50.73 23,8fi7.15 Dividsnd ReinvestmentAetivity Dividend Gross Taxes Fees(Other Net Company Recacd Paytnent Class SharesNnits Date I �ate I ��tQ� �escription� Reinvested� dry��end � Withheld � Deducted # Dividend Paid Fees ��Spj (tlSD) (USD} (US{�) Rsinvested (uSDj 15 Jan 2D14 1A Feb 2t3id 4.404600 Gomrtion A66.78896D 188.72 186J2 1.D4 Year•to-Date tnvestment Plan Summary Type of Acfiv'�ty Grass Amount TaxeslFeeslt�ther Company Paid Feesj Net Amaunt Shares/Unifs I (USQ} I (�SD) I {USQ) I {USD} I DSPP•Common Stock Dividsnds 186.72 0.40 1.04 186.72 3.685886 If you want#o make an optional cash purchase ai fhis time,please make your check payable to Computershare.Piease write your Holder Account Number and the Company Name on the chack or on your cover lekter.Please send the check to Computershare,PA.Box 6006,Caroi Stream,IL 60197-6006. STAY ACTNE! Keeping your account active hefps to prevent your assets from being turned over to state governments as ahandaned properfy.Normal acGvi6es such as cashing a check,updating your address or voting your proxy will keep your account active.Accessing your account online,using our automafed phane sysEem,or speaking to a customer service representaGve may aiso keep your accaunt active for purposes of sEate abandoned property laws. � 251 UDR A B B V "�"' 01A7tA_EN_Oi(6/73j TA WICSD721.U.4IiUVA94728 5623/1731(SD/061G[3 AFL Historical Prices � AFLAC Incorporated Common Stock Stock- Yahoo! Finance Page 1 of 2 �-lo��e �Aai:. fv2.vs Sp�rts F�r;ance b^1cather Gan,es Groups Answer, 5cr��en F-1ic4�r t1o3.;iVe I ^lere _. _..... _. Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC E:n7�R S'.';nbnl �:4-ed.FS�r t8.^_pSq.��4?,=.F.:[�T-:i^,r•da!kvts c:osc i-:E hrs and?3 m:n; Dow i0.09%Nastlaq�0.21% -.�, 5-DAV TRENO, AFL ��:TRADE' :;:�. ., � AF� ��.�. AFL IS UP � �<u?Er{�,,,Acc�aiKr;: /cdel�tg t ,,� . ca AFLAC Ina(AFL)-NvsE 7k Follow Get the big picture on all your investments. 6�F. 1�F 3��.�7 t�.26%� 9:46AM EDT-Nasdaq Real Time Price Sync.your Yahoa portfolio now Historieal Prices GetHistoricalPricesfor.'null GO Set Date Range o Daily 5tart Date: Feb ��-.�� 07 2014 Eg.Jan 1,2010 •: '•Weekly End Date: Feb - 10 2014 i Monthly i Dividends Only Get Prices �• �iro'�Previ;�uc��;�xi�_a;,t • Prices � .- r� i ' Date Open High� Low Close Volume Adj Close` . • . ! Feb f0,2014 62.51 63.00 62.15 62.43 1,874,000 62.06 Feb 7,2014 61.77 62.79/ � � 61.48 62.68 2,314,600 62.31 y • . C,"^�'� `Close price�adjusted for dividends and splits. i-irsi�F'r�rt�iaus�Nc;xt�Lt�s'.. "�Downioad to 5preadsheet ��-%�� f Currency in USD. M",�� .�� "�1 ��A"' �, i .�',� ( __..,: ' , - Ubi61n O�OiyB4tUfi �',g�y��:�,�. 1tl�'/��ktlt�E7att�� ; Ad Topics That Might Interest You... 1.Top Stocks to Buy 5.Hot Penny Stocks 2.Stocks to Buy Now 6.€7ay Trading Penny Stocks 3.Dividend Income Funds 7.Best CD Rates 4.The Best Penny Stocks 8.High-Dividend ETFs Feedback 3�s ..ivr.r,r.f..h:�u..,w t;es .si.ns:-:'=un Fn.ed;�i::,-'r�L`f3CiC?J�..IZ^..Nc�tJS NP,'4Y0(K http://finance.yahoo.com/q/hp?s=AFL&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 + � � Y n � �tY �n�orpora�ed � ; � SharehofderSerolces ; � � 03/l � /�0�4 '� ;; I ELY�I�, E RC)�EI�2S ESQUIRk� ; i , , :i KE: �CC01.1I1t:.��OOUO.r3:D3�-�- ',; Dear Repres�nt��tivr_: We �re writing in responsc t.o yc�t.�r inquiry c�nc:�;rnin� the value of th� account ` refei'enc�d ahc>ve as �i'Febx�.azy 9, 2014. At:cc�rdin� ta ouz- c'ecards, tlze a.ccount consisted of fi68.759 shaz�e� �elc� ii1 dividend _' zeinvest�ierlt. Af�ac Incaz-�ac�r�ted closed at ��.68 on Fe�ruary 7, 2i.114; therefor�, :i tlze v'alue of the acc�ui�t on such datc; was $43.,917.51. `� Th� account w�s regzstered irk the sple zlam� of Craig A, R��Iamsox�. ; ' �7o nC�t hesitate tG contact. our affic� if you rec�uzz-� additional infaz-matiorz regaz•ding tl�Xs matter. �inr,�rely, SHA��IOLDER �FR�ICES ; i -0 7 ,I �I � il J i a � Worldwidc NeAdq�1flrtt:is � 1932 Wynrrtnza Road • Columbu�, Gr.org�a 3199y � `Ibfi.S�16 ;�581 tpcF�! te1 • SQO.'.?:?7.A75G - 70Ei.btJ(,.348F3 fa.�c • ailt�c.cnm � �00/'L00'd ED�E�6G901.. a1t`ItI1f Li��iT �ZOZ-�I-2I1tY1 SYY Historical Prices � Sysco Corporation Common Stock Stock - Yahoo! Finance Page 1 of 2 Horne Pl;aii. ive:vs Spo:ts F:nancc lNeather Games i;roups hr,s�n•ers Scr�•en �lick� Pnebife I "ferc '_ _.... Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originais CNBC n•ar Sy!r:bol. ;,ev.h r?b.^_0 i4.��aSP.?�A C?T-�,..".Aa k s .o,�i�G hrs and'S ritns Dow 10.07%Nasdaq 4-0.21% �� E �4�c�1 C�,'�''1 ��:� .. ,rs.i�. SYY IS DOWN: �i a�.r�x�a.o ��$II� �' �,wn�a��; SySCO COfPO�dt10�(SYY)-NYSE it Foliow Get the big picture on ali your investments. 3 V.J 1 '!�.�2{�.�4%} 9 45AM EDT-Nasdaq Real Time Price 5y�c your Yahoo portfolia naw Historical Prices cec H�Sro��ai P��S ror.'nuil GO Set Date Range o Daily _ __ _ Start Date: Feb •;, 07 2014 Eg.Jan 1,2010 � �n/eekly Karzn 8 Sudarshan A�lurthy End Date: Feb • 10 2014 _:Monthly ,,,�,F��;,r;;��, ��:�y;,� �i Dividends Only a• � � �. Get Prices �� Yir��F�ew�.rus�Nexl��asf � Y :� ��, ._ ... . .. ..._... _...... ._.._. . _..... ... ....... ...._. ..._..... ... .. . r�, ' z ..._ ..... �«� 8,��r�„ . �. : Prices - h,. �� ' ' _� ��.� �' Date Open High Low Close Volume Adj Close' � Feb 10,2014 35.42 35.51 3523 35.39 3,128,700 35.39 Feb 7,2014 35.29 35.59 r--,�; 3522 35.51 4.218,400 35.51 'Close price adjusted tor dividends and splits. � '=1(S!I F��L'b`I::t.S I.�'CK�I Li.iS� � ��. �'Downioad to Spreadsheet a.�� ^� �*�; � / � --s ,� , , �� . �� ; ��. Currency in USD. ` t �� "� Ft rt j . . . � � V�nguard" Ad Topics That Might Interest You... 1.Top Stocks to Buy 5.Hot Penny Stocks _. 2.Stocks to Buy Now 6.Day Trading Penny Stocks 3.Dividend Income Funds 7.Best CD Rates 4.The Best Penny Stocks 8.High-Dividend ETFs Feedback aas ,�.;,r.y.;a:��,.„�,�,:c. ..�ro�: _.:�,n�fl::an<:�., �ahcao!-i,B�Nevfs tJe?�uork http://finance.yahoo.com/q/hp?s=SYY&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 , �, AMERlCAN STOCK � ternM[irsid Caromy,4C tAM o110W..r.M PO BOX 922 WALE STREETSTATION NEW YORK,NY'i0269-Q560 tt1TERN£i WEBSfTE: SYSCO CORRORATI4N wt+V�v.AMS7oGK,Cot,�t TEIEPHQNE NtJMBER: 8B8 225-5798 A " �Cl�ktEl�l1TlbF,ND.JNF.l1RhfA`taOE��„��:. r{�I�tl:[ii�ll��f!'1'itl�I�Iii�l�{C�Il�lll�'f�l'I'�l�li��l�l,�� e�� 90000assns 140124.0447.�948.II1.01 FP � ' CRAIG A WILLIAMSON ��.�' , ��l 01/03J20IA 39 CREEK RD ''�`��. CAMP HILL PA 17011 ��?. " `D�1�„TE�� Ol/24/2Qi4 �� D t� �_ .290004 x.. : ��: t3S� D a ,,. ...�._,�.�. v,._ ��M�. F! , 3.63 _ E �,.�S C��p��., ., ��.ES ��' : .000 .000 12.512 ` ` .00 .80 .00 3.�3 � 3.63 _..._ . '�"O�.. ,. ._.. _ _ . , --- �_. v .. .__ � - .� _„�� : a � . . � ` : Y�,' �,�-: �.��+a ";. �, . . .,� ��.� fl3JU1/202d BALAhICE PQRWARO "'�"'> 5� Prior share balance Oil2A72014 60 3.63 .04 35.7612 0.102 12,613 0 ShAtos putchaced with dlvldsnd 1 Sharca purchusad with dlvldnnd dlseaurtt 6Z Sharos purchased wlth apttonaf cash 53 Shnras purahasedwith opticdal cash dtscaunt 64 Sharas recoivod•STOCKD11EtdEND fi� St�aiec rocelvod•STOCK SPLiT 86 Sbaros DEPOSfTEO fot sa[okeeping 67 Shnras DEPOSSTED by NkiC or TrsmporolthoTtmas � 69 5harea7RANSPERREOIN .� 89 Shares CREDiT edJuatmant �' 70 PARTWLYYITHDRAWAL-cerlifiwte � lsau�ad fct wbole shares — 71 FAATIALW[THORAIYAL-whnla � shares sold � 72 PARTIAL WITHDRAWAL-cartificate .�� lssued farwhotc aharns;fraci[on �` 501� 7S PAR7IAL WtTHDRAWAl.•sharns �� sold;aharohoider rainains in ptan o� BU PIANTERMiNATiON-seAifiwte �� lasuod forwhota sharua;fractton o= soid• a= 81 PIAN TERMIP1ATi0N�ati sharcs o� sold � 88 Sharas TRANSFERRED OUT — 89 SharusDEBRadJusUnent � � ___._ __...�,__ _... __,,_,._,.� __.__...____.___..__. . _. _.,.....�... ...�, ....,_....s��. _...__,.....�...,_ — _..._......__.�.-- . ,a� ��i : [ ,.....:� ' -�." '' ; C t� 8 : A@ _O. SS0 :� 8 � ' :at� �_'. iMPflRTANT TAX DOCUMENT ATTACHED BELfJW For seauriiy xeasons,your identiflcation number on this combined Form 9089/RRiP stafement has been masked. _. � _ __. - _. _ ��: � . ^ : � o . . � � �LD�B� ��W - � . } �� `� �� .�y � � 451.05 � .040 .440 12.613 12.613 c' ..,, . �. _ �. . �, . �� . e�y_.. . . � .. ,�:� ��§r `�R� �� ..�.. ; �A�� .�,,. ,_ ��1�I.`11.R�' � � �,". � ;; ,. s.. , z ' � E : aa b. �IJ[5„8 .AD� .01 � '. . 3.63 . ,�. .00 - ��l �' ' � (�E',A'� ._�.. � �-. � �. �: :� .g�� . � , � �. .00 ��_ �d . _ _ _ __ Detach Nere Detach Nere aavFR'S namo.streot addross.cttv.stato.21P codn and tniephona no. a ota or mary ivi on s OM14B No.1545-0110 Dividends and NUE Historical Prices � Nucor Corporation Common Stock Stock- Yahoo! Finance Page 1 of 2 Home �AaC tvews Sports Finance N�cather :ames Groups Arsw,•er Sc,c�en t-lickr tloUile I qAare _ ; Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC n;r Stvd:ol.. v;e�.F�.r 1�.^_05�.��4.?,f•::�.�T S�Fda K s �:p,,,��:c.h�'>and?5 mtns Dow i0.05°/Nastlaq•1-021% , _. �#� � S?�'��+.�i�+��!3-; Ttade Nnw: ' ��"�� _.. __�„�; i.............................._........_.........., Nucor Corporation(NUE)-n�Y�E *Fonow Caet the big picture on all your investments. 49.JO �1-�.39(0.7$%� 9 45AM EDT-Nasdaq Real Time Price Syrrc your Yahao partfolia now Historical Prices Get Historical Prices for. �ull GO Set Date Range �a �Daily � Start Oate: Feb��-.�� 07 2014 Eg.Jan 1,2010 �:;�yyeekly End Date: Feb �':' 10 2014 i Monthly i Dividends Only Get Prices � Firsi�F:evi;,i�s��.ext��as? Prices � r Date Open High ' ` �' ' Low Close Volume Adj Close' i i Feb 10,2014 48.46 46.50 48.03 46.21 1,848,100 48.21 „ Feb 7,2014 48.59 46.77. r 47.83 48.45 2,212,200 48.45 � 'Close price adjusted for dividends and splits. Firs �i^;t�vicus�tic;xt�Lr.ast ��Downtoad to Spreadsheet Currency in USD. �: _ i..t� ' �� r `�' �� _d �.,.F� �� ?� � r - _� I i�i�""L�inguarxt°; Ad Topics That Might Interest You... 1.Dividend income Funds 5.Ray Trading Penny Stpcks 2.Free Credit Score 6.Retirement Income Plans 3.Top Stocks to 8uy 7.Best CD Rates 4.Hot Penny Stocks 8.Top Equity Funds Feedback aas i':p�:r.y.:.t,,us.^,u�nr.s.-,-rm=..s-na=e::do<:cx.YF�ilti:)!-iiSC NewS Ne*.�n'ork http://finance.yahoo.com/q/hp?s=NUE&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 °�I�t� =._ '�'t�� ryu�c�R . ara��caN srocx r�r«t n�meoRw•r,ue uMceRew«!.a+ 1''"� po eox szz WALL STREET STATaQN NEW YORK,t�Y tD289-4550 {NTERNET WEBSiTE; WtNW.AM57`OCKCOM TELEPHONE NUMBER: 877 795-0504 �i�� .�TD�h�t��=�8� ��rt�r��1��11��r»��i��jy:i��ri�l�ili=itlil��«�I�� . ��'��`;°" � 4oeo��z 140211.01152456A1.01 i2J31/2013 CFiATG A S�tILLIAMSON 33 CAEEK RD D2J111'�414 CAMP HZL3+, PA 170i1-7473 £ p` .370000 . ..�x.� ..�.�.,. • D , ' �._P._. 33 B3 , .. .��,��,5�� {3��' .�. �� .000 .006 91.712 , ` ,00 .pp ,00 33.83 Q 33.93 _ , . . ..� _ _..� . � ` �. _ ; . , . < . . _ ; _ . , ��_0�_. dl/OiJ2a14 $ALANCL"-�ORWARD �> 91.?12 1 Priorsharebaianca 02/13J2Q14 fi4 33.93 .DO 48.8515 fl.695 g2,qpry 6fl Shcree putehasod ulth dividand St Shpraa purchosed wtth dividend discount fi2 Shsrea parchnsed vrlth opiicnat cash 63 Shnroa purchased with apttnnal eaah discount 6� ShnresreceEvod-STOGKDIViDEND 65 -Sharos roco[vnd>STOCK SPLIT 66 Shares�EPOStTfDfarsafekaepEng 87 Sharas D'cPO5iTED!iy NA1C or Temporo[thsTimcs � fi8 Shn�ea TRANSFERRE�IN � B9 Shar¢s Cl2EDITadJwtmaRt � 74 PART7kL WtTHaRAWAt�coRtticntc � isauod forwhale 5harns 71 PARTIAL WITNQRAWAL•whato � shams sold = �2 PARTtAL WTfNDRAWAL•csrltficste issuod forwhcle sharea;hatdon a� sotd ?3 PARTtALY�ITHDItAY�At•aheros �� soi@;sharoholderramulns in p�an o�=- SG PIAN TERMINR'ClON•teAiflcate �rr,� 3ssued tcrwhole sharas;trastton �= soid• c�= 81 PLAN TEfiM[NATfON•a(I ahares �� sola — 86 Shares TRAtiSFERRED OUT — , 84 SharesQE6lTadJustmunt — � ,r 7^x �. . �. Ptease v3sit our website and iog tnto yaur account to avaid your account being considorad as Abandoned Praperty. As a resuft of the Emergency Economlc Sta6111zatlon Act of 2008,khe tRS requires sharehaiders to reinvest a minlmum af 10%of their share balance eath scheduled dfsbursement date. It your account faps below the iD°Io mandatory threshold,you wlll he sent e notfflcatlon ouQining your attemativas for d(vidend relnvesbnenG �.. _ ,� �.� __, ,,. . ..� ... " �l��.. � � � - - �: E.�b. ' � § ; -�" � � o �. �.T! '�A_ . ..� } � : . �5 . � �S 4 S1A.23 � ; � .4Q0 .Q00 92.407 92.Afl7 � � �' X":E1�R�T£?�D,A��S;,��laA:R�" � .��l�. ,,�...,r- � o � �� 33.93 '" � Etct�'= .00 � �� ° .00 � 0 ' .t?,. .03 ��«� $: � P` " : ; � . _. . :.�: ; , � .40 $10 MIN $ 3,004 2�3C Detach Here TRANSACTION REQUEST FQRM-Please complete ihis form onty in fhe event yau wish to execute Detacfi Here one of the transactions Itsted bofow. FNB Historical Prices � F.N.B. Corporation Common Stock Stock - Yahoo! Finance Page 1 of 2 Home hAail Neivs S�o,rts E:n�nce N�eat;ier t>ames Groups Ars4ver 5c,een Fiickr tJ�abile I �Acr� _.... Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC n��r SymY�ol � We�.h .,.^0 i L�:4�. Pfi E T � �i"�ta KM� �.esc ir G h-s and?5 r•rns Dow i0.08%Nasdaq�0.20% ............................................................ ��-rR�►aE „FNS IS UP � � �?�t�►,�.�t�C�twNT: _Trade Now;, � " ' ;�.._. _. F.N.B.Corporation(FNB)-NrsE �k Follow Get the big picture on all your investments. 13. 1� i�.��J��.3�%} 9 41AM EDT-Nasdaq Real Time Price Sync your Ya3tao porYfoiio now Historical Prices Get Historical Prices for, ftUll GO Set Date Range __ o Daily Start Date: Feb • ' 07 2014 Eg.Jan 1,2010 �;_;�Weekty , Susie Esposifo End Date: Feb • 10 2014 ', �._'Monthly tirctic�ax�:uc�s��rx� %Dividends Only Get Prices t-ir��P;svious�Next�Lesi __ __.. _. __. _ . __ __ . ___ " ._. . ..., . ., - �r ' Prices . ; Date Open High 3 ' Low Close Volume Adj Close' � � Feb 10,2014 11.69 11.78 11.56 11.76 748,900 11.64 Feb 7,2014 11.80 11.87 r; '"`-'-`. 11.62 11.70 623,300 11.58 `Close price adjusted for dividends and splits. `:.tfS`I F:{�?Vl:iti5��EiXi l i_r'.iS� '�Download to Sp�eadsheet � ( -r- � Currency in USD. ` ` . ,,� `� `A f � ,� t , . � � i f t , '� ;.�,,_�> �a.�,,:,�.,�� x-.{-`mrl\x,.s� ..,. :.§Ai.�(✓:?9L%CI'�i.i ,UIY.. �c11't�E.l+cll`t�" Ad Topics That Might interest You... 1.Top Stocks to Buy 5.Day Trading Penny Stqcks 2.Stocks to Buy Now 6.Hot Penny Stocks 3.Dividend Income Funds 7.Best CD Rates 4.The Best Penny Stocks 8.High-Dividend ETFs Feedback ��-� �:n:;r,y.:..r:.u::,u...., ...�:n,....:�nc r-„�an::o..�ah;aa:_r".,8:F1e•.vs Nenvork http://finance.yahoo.com/q/hp?s=FNB&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 5710 Direct Registration Staterrsent for Shareholders of F.N.B. CORPORATION cJo Regisfrar and Transfer Comparty P.O. Box 1070, Cranford, NJ 07016 If you have any questions regarding your account,ptease contact Investor Relations at 1-800-368-5948,via email at CRAIG AT WILLIAMSON info@rtco.com,or visit us at www.rtco.com. 39 CREEK ROAD R&TAccount#: 2181555006 CAMPHILL PA 17011 Stack Symbol: FNB lssue Class: COMMON Par Value: 0 0.O 10 0 0 CUSIP: 3 0 2 5 2 0101 State of inc.: FLORIDA YEAR-END Statement Date: 12/31/2 013 STATEMENT: Date Transacbon Descripfion Shares NO ACTIVITY Current Balance: Certificate Shares Plan Shares DRS Book Shares Total Shares .0000 .0000 1 000.0000 1 000.0000 This statement reflects Vansactions posted to your account in book-entry form wfth Registrar and TransEer Company.!f you are enrolled in a Dividend Reinvestment or Direct Stock Purchase Plan,you wi[I receive a separate periodic statement of your account. If you participate in an employee stock ir�ceni(ve plan,any shares that have not vested pursuant to the plan are not inotuded in ihis confirm/statement _?'t�sts3res rspresertted by#iis statemar:t are-Su!!y paid and non-assessable.Thisstatement is a�ecord of addressee rights at the time o�issuanca.-Dslivery ot ttts - - statement of itseif corneys no rights to the recipient.This staterrient is neither a rtegotiable instrument nor a security.A full copy of any rights,privileges,resVic�tions, and conditions which may be attached to ihe securiBes covered by this statement can be obtained without charge by contactirtg the Secretary of the Issuer. TRANSACTION REQUEST Please UEPOSIT shares represented by the attached certificate(s)and D R S record the shares in book-entry form in my shareholder account shown below. CRAIG N WILLIAMSON 3 9 CREEK ROAD Issue No.: 5 710 Account No.: 21815 55 0 0 6 CAMPHILL PA 17011 Signature(s)tor change of address: Ali jolrtt ormers must sign execUy as shovm on this conflrtnation. (Pertner/Ofiicer/Trustee must sign es Partner/Ot('�cer/frustae) Check here for Addrese Change end-��❑ Sign here complete the reverse side. �� iNSTANT ACCESS TO YOUR ACCOUNT ONLINE! You can access and manage your account online through the Registrar and Transfer Company website.To register,simply go to www.rtco.com and click on"IRIS"to estabfish a User ID and password. 1964 Registrar and Transjer Company—/D Carrmerce Drive—Cranjord,New Jersey 07016—(800)-368-5948—xnvw.rtco.com LB Historical Prices � L Brands, Inc. Stock- Yahoo! Finance Page 1 of 2 Home �I�ai: tv�ws Spn�ts ��ir,ence Vdeather ;,'an,es Grou(:s Ans�,•ers Srreen K"li�k� t;�obile I PAore _ Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC �nqor S,mt:ol - . .. .. . °,-ed.Mar'y.^_O;q.9�40--.tv`:��DT-LS Fdakets c:�se i::G hrs and_u m:ns Dow 30.06%Nasdaq�021% ...�,�-�-��pE , . ....5-0AY TREND . Ch�r _ �+''`-' LB �..�—,,...-.-a� �• LB !�t=h!��c�u�': �a,n ca�h bwwic. �' t , � . co L Brands,Inc.(LB)-r��SE *FouoW Get the big picture on all your investments. 5/ .�� i`Q.�4t�.�7��a� 940AMEDT-NasdaqRealTimePrice SyncyourYahooporttalionow Historical Prices Get Historical Prices for. nUll GO Set Date Range _ io�Daily start oate: Feb � 07 2014 Eg.Jan 1,2010 Weekly i Manthl Sem t,aoch End Date: Feb'� 10 2014 _ Y 4:hhcL;,;sa;ue;=zi�i�2vas i Dividends Only Get Pnces � f : =ir>2�r;evicruc�^,Fxf�;..asl I Prices _ Date Open High M Low Close Volume Adj Close` Feb 10,2014 54.50 55.27 54.14 55.07 3,182,500 53.74 Feb 7,2014 5426 54.6q"��` ^,%i 53.79 54.58 2,613,500 53.26 'w* .�� 'Close price adjusted for dividends and splits. �irst�F^�c�vi::us�!vexE��,.asi �`�DowNoad to Spreadsheet Currency in USD. �/ � -�^�f �r �. � � �`�.� -� �� # � .E � � v�� Ad Topics That Might Interest You... 1.Top Stocks to Buy 5.Hot Penny Stocks 2.Stocks to Buy Now 6.Day Trading Penny Stocks 3.Dividend Income Funds 7.Best CD Rates 4.The Best Penny Stocks 8.High-Dividend ETFs Feedback aa, ,.�..r,y.;,br�u...u.AC. --i:ns: ..'-n6�::e<in:,".k��'�i3hOiJ!-i��$t�.Nc'.'JS"�P,'4V0liC http://finance.yahoo.com/q/hp?s=LB&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 Operations Center AMERICAN STOCK 6201 15th Avenue � Brooklyn,NY 11219 Transfer&Trust Company,LLC www.amstock.com LEt�K GRE)UF network (866)875-7975 March 20, 2014 Saidis, Sullivan&Rogers A Professional Corporation 635 North 12th Street, Suite 400 Lemoyne,PA 17043 Attn: Anna Borro Hays,Esq. Registration: CRAIG A WILLIAMSON_ Company: L BRANDS INC Account: 9000090583 Dear Ms. Hays: We have received your request regarding the above-referenced shareholder. Our records indicate as of the date of death the shareholder held a balance o 605.598 utstanding shares. These holdings were held in dividend reinvestment form on our records. The stock market was closed on Februar 9, 2014. The closing market value o December 10, 2014 as $55.07 rer share. On ecember 2014 he market closed at$54.58 rer share. h rices are provided by an independent third party. American Stock Transfer&Trust Company,LLC (AST)does not guarantee the accuracy of such information and neither AST nor its provider will be liable for any informational errors, or for any actions taken in reliance on such prices. The company trades on the NYSE and the symbol is LB. Currently there are no outstanding shares held under account number 9000090583. On March 10,2014 a balance of 619.743 shares was debited from the account and transferred. `vL'i'ih regards to accouni numner 9Gt�OG90�83,registered jointly to Craig A. Williamson& Betty S. Williamson,there were no shares held in the account as of February 9,2014. The shares were transferred to Mr. Williamson solely on November 12, 2013 and the account was closed. We trust the above information is helpful. Sincerely, ''1 �...-=j vt�. �Fv��_ Nicole Brown Shareholder Services I IIIIIII III�I)IIIII III IIIII IIIII(IIII IIIII�IIII(IIII IIIII IIIII IIIII II(I IIIII IIIII IIII II I I III IIIII I II II�II IIII AST15177019000090583 WAG Historical Prices � Walgreen Co. Common Stock Stock - Yahoo! Finance Page 1 of 2 Hame 1AaA Ne•.vs Spo�s F:nance Vveatlier Gan�es G!oups Hr:svs�ers Sc,c•en �lickr hAoDile I More __....... . .. ........ _ _ Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC .n.er Syn•ba �fJ��.P,ar�£.2:��.4. ��A��At;E�T �l:>AAa-'s.cts cose i^F hr.<,ai�J 20 m:ns Dow i0.06%Nasdaq L020% Ei TRADE' : • `� WA G o��r�� ` Flda/f� 'u.u... Walgreen Co.(WAG)-r�vsE Ylr Follow Get the big picture on all your investments. 6/ .O J t^0.�7��.ZrJ%� 9:40AM EDT-Nasdaq Real Time Price Sync your Yahoo porttolia now Historical Prices Get Historical Prices for. f1Ull GO Set Date Range �� _ ,.�.,,i o Daily � - a�,. .- ; Start�ate: Feb ; 07 2014 Eg.Jan 1,2010 _}Weekly � End Date: Feb -' 10 2014 )Monthly � ,'� ��; �Dividends Only �t �� , Get Prices -w-�� Firs,�Pre,•io�s�tvext��ast -:- " � �- , ___ _ ,�z� ' Prices ,_,`; `.._,.; Date Open High � � Low Close Volume Adj Close' Feb 10,2014 60.76 60.93 60.14 60.65 5,031,200 60.36 + ' � ' • ! i Feb 7,2014 59.54 60.96 ; 59.40 60.96 9,119,700 60.67 'Close price adjusted for dividends and splits. First�P;evious�Pdexf�Las? �'Download to Spreadsheet Currency in USD. � � + e— + .' �'� ?"c , f +�t. ��r ��.e� � p'� � a. _ t��,�'� �-� a# `L.� �F'`� L I ��.�'�� ;�ir' Vanguud ; Ad Topics That Might Interest You... 1.Top Stocks to Buy 5.Day Trading Penny Stocks 2.Stocks to 8uy Now 6.Hot Penny Stocks _ _ _ 3.Dividend Income Funds 7.Best CD Rates 4.The Best Penny Stocks 8.High-Dividend ETFs Feedback �.�..� �r�.acr.,;noo�c;�n:..ds..-er,,s s:na�*..:.a��.,cr.Ya'riooi-�1BC Ne�ti+s"�e!��ork http://finance.yahoo.com/q/hp?s=WAG&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 � March 14, 2Q14 Shareowner Services Post Office Box 64874 St. Paul, MN 55164-0874 www.shareowneronline.com ANNA BORRO HAYS ESTATE OF CRAIG A WILLIAMSON 635 NORTH 12TH ST SUITE 400 LEMOYNE PA 17043 Re: Financial Confirmation Dear Shareowner: - Account Number: 4003419898 Registration: CRAIG A WILLIAMSON 39 CREEK RD CAMP HILL PA 17011-7473 Account Creation Date: 3/7/2012 Issue Name of Stock: Walgreen Co. Total Share Balance on 2/7/2014: 606220 Certificate Shares: .000 DRS/Book-Entry Shares: .000 Dividend Reinvestment Plan Shares: 606.220 Dividend Amount Paid YTD: $190.96 Closing Price per Share on 2/7/2014: $60.96000 Ticker Symbol for the Company is: WAG Stock Exchange: NYSE Please note that as a transfer agent, we are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. If you have any questions, please call our office toll-free at 888-368-7346. Our Shareowner Relations Specialists are available to assist you Monday through Friday, from 7 AM to 7 PM Central Time. You may also send an email to us by selecting "Contact Us" at any time while online at www.shareowneronline.com. Sincerely, Wells Fargo Shareowner Services III II II IIII III I I I I II I IIII I(II I II I II(I III I I I I III I II II II IIII *ZFNC0073�47�1�1�Y�YIYIY* a� GE Historical Prices � General Electric Company Common Stock - Yahoo! Finance Page 1 of 2 Horne "Aai� f��:vs Sports (ir,ance V:-eather Games Grouna Ansvrer, Screen �"iickr t.no�ii� I �1ore __ ; ; Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC enier Svmh:;i 4^:cd.Fda!?9.<L^4,`:02�Hh.':EDT-lr5 htarkels�:cs�in�hr<,�;;d 35 mins Dow 10.13%Nasdaq i-0.12% � ir�, , �y AmYrEttidr a �� , Trade No,w General Electric Company(GE)- ra��SE it Fouow Get the big picture on all your investments. 2�.�F� i 0.�6�0.6�%� 10 25AM EDT-Nasdaq Real Time Price Sync ynur Yahbo potYfalio now Historical Prices Get Hisrorical Prices for. null GO Set Date Range �� ° � � z �� i�Daily `�' � ! Start Date: Feb 07 2014 Eg.Jan 1,2010 �'_}Weekly � "V �` End Date: Feb ' 10 2014 _.'Monthly �:�Dividends Only Get Prices .�� ,�,�_ �, �trs!�F-e.no�s�t�ext�:as1 � , __. _ _ _ _ .r� € a�„ ' Prices "'-�' Date Open High.r- � Low Close Volume Adj Close` i ..s Feb 10,2014 25.39 25.39 24.93 25.05 33,004,400 24.83 ��: f ... i .i Feb 7,2014 25.20 25.28 - - --25.00 25.19 34,720,900 24.97 = i 'Close price adjusted for dividends and splits. Fir,;?�Previoits�Nc>xt�Last I �`Download to Spreadsheet Currency in USD. �"�"' a �1 � =� .v �.# ..y r 'a� �� ,. � � I I I �� Vanguarti € Ad Topics That Might Interest You... 1.Top Stocks to Buy 5.Ge Stack Predictions 2,High CD Rates 6.Ge Stock History 3.GE Stock Analysis 7.GE Stock to Buy 4.Best Stocks to Buy 8.Top 10 Tech Stocks Feetlback rd:; F;r<„�-y �:oo„�c;�,�:,�:�_-r��,s �s��,r='�anac�..Yaiioo!-AP,C Net>,-s"Ja��vc]rk http://finance.yahoo.com/q/hp?s=GE&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 �:6� �G�� .C��'�sF� �i�5:'�i:a'.'=1'��i"� Cc�i �ic^a��a�:��';t'irJIG'�iti�5�r^�'1r,F:NiLZ i'�; �omputersha�re uCt.=SS�s�%�`s��,��3i:''a<'?4?�::rf��ii.�..�� 1^=c�'SiL�. �`��t�13�Si=.ii�(c i.i'3CI i� ' ,,;iLi,`�t,.nL"�t �.�:�'s��' :eL.�.sa�??G::t:>i:��t�3T<.li:;icil��it �iG"I Ls`�;;`�t'a��ii U�1C�c��V�;i'4 �i Cs��i_`;"�€��!"5 c:�u :iti3��. �3 E!"�ts `"�:��}i?3:��L'�::;;;`�-k'.L.,.`tB��r��ci�...ii'":;'s��4fa�'`�'r, Computershare investor Services ~ 250 Royail Street Canion Massachusetts 02021 www.computershare.com SAIDIS SULLIVAN & ROGERS ATi'N ANNA BORRO HAYS 635 NORTH 12TH STREET SUITE 400 LEMOYNE PA 17043 March 17, 201a Company: GENERAL ELECTRIC COMPANY Registration: CRAIG A WILLIAMSON Holder Account Number: C0008038872 Document I.D.: 14071WF00306553 Our Reference: GEC/0002801160/23/ Dear Sir/Madam: Thank you for contacting Computershare, the transfer agent for GENERAL ELECTRIC COMPANY. We appreciate the opportunity to be of service to you. Below is the information you requested for the accounts as of Friday, February 8, 2014. Company Name: GENERAL ELECTRIC COMPANY Account Number: C0008038872 -�shares Held by Agent: 530.135579 Shares Held in Certificate Form by Holder: 0 Total Shares: 530.135579 Closing Price Per Share: $25.19 Company Name: THE HOME DEPOT INC Account Number: C2005930840 Shares Held by Agent: 948.696658 Shares Held in Certificate Form by Holder: 0 Tota I 5 ha res: 948.69665 8 Closing Price Per Share: $76.45 Company Name: JOHNSON &JOHNSON Account Number: C0004060296 Shares Heid by Agent: 501.548211 Shares Held in Certificate Form by Holder: 0 Total Shares: 501.548211 Closing Price Per Share: $90.04 HD Historical Prices � Home Depot, Inc. (The) Common S Stock- Yahoo! Finance Page 1 of 2 Home PAaii (ve�.vs Spo�ts (=;nance NJcather Gan�Es i;roups Ans�•er, Screen �lickr tAobile I �horc _. _.. Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC i.nier Sy,,:tro� � . . . . vti:;ci.P,":�r?°,2U'4.9.;^.ci+F.§E7T�,,.".larncts cihse i^g hr:�n�r1 7^_r'rne Dow;0.07%Nasdaq i0.19% �__.._��__.._._.� .� ��W.� . :. � _ � ri� �'�TRAC9�` � f�de/Ft�t I j� TlBdE-. -� �p�p}��p OPEN AN ACCOUNT :.............................. .............i .NOW; .. CY�TPRDF S[CUXIiIfS LLC The Home DepOt,Inc.(HD�-vYs� ir Fonow Getthe big picture on all your investments. 80.O�t t a.�2��.2�%� 938AM EDT-Nasdaq Real Time Price Sync your Yahoo portfoiio ncsw �"�IStO�ICa�P�IC2S Get Historical Prices for. null GO Set Date Range � "'' � io�Daily � Start Date: Feb _`..�.'.. 07 2014 �Eg.Jan 1,2010 �;-�Weekly � i End Date: Feb ' 10 2014 i Monthly i Dividends Only � Get Prices i =iYS`�P:'F�i��'S�"v8xt�i_251 Prices —;: � i . Date Open High � - � Low Close Volume Adj Close' � ; '' Ji� Feb 10,2014 76.56 76.59 75.88 76.41 6,343,600 75.97 � � ! Feb 7,2014 76.17 76.60-. ;°75.85 76.45 6,194,200 76.01 'Close price adjusted for dividends and splits. �ir:>•�Prc;vit>u.=.s�^vt>r,'i�Last �'''Downioad to Spreadsheet Currency in USD. ; F.. r i a�. .._�'� � �� I , - �:• --�` . I �`i"Vxnguaatl' ; Ad Topics That Might interest You... 1.Top Stocks to 6uy 5.Day Trading Penny Stocks 2.Stocks to Buy Now 6.Hot Penny Stocks 3.Qividsnd Income Funds 7.Best Cp Rates 4.The Best Penny Stocks 8.High-Dividend ETFs Feetlback ,;,.,, ,,�.-acy..:�,no�,:c:.��, ..._ -crms .:end�.-.-e!,a.., Yahoo�..AMC Nev�-s PJe�tiroorV. http://finance.yahoo.com/q/hp?s=HD&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 l0 � �� N � v ~ 2 �.�,v � N � aNia� �i m Z t�0 N a o :� �^3� � Z �m� .� w y �sivcv c � � H � � V � .�. N O � Oi � _ � �� .NQ,o^�". oi v ae rn 0�. = �o �n � H L a+ a E - �p � C Q A n [O < ZQ � N t0 ��p iN0 ? 0 = f7 i'7 c'1 PY � �v R�,) � m Q � Z d � ,� O � O O N - 2 U �- m v c� c� � � (/��. fV fV tV N � � .�... � � !i. fh �-' N X = f�A � ~ � ? O � � 'C � C M �- "' O E � y � o ��'� ai o � � v �� o � m m m m a � .� � .� � �V LL � � � � y $ c e e c G ��Cz� c m c� c c � o v v v '�>:�:�` �p CO00 N C e7 � ~ U � C � (� Y dQ a � � � � — N � a o � o � E V � E � cn eo eo eo O y �C C7 NNcQi �i � m � m � C � a �� o UI-t- 1- 1—� C c c`Ovi cei�-' � JNJ Historical Prices � Johnson& Johnson Common Stock Stock- Yahoo! Finance Page 1 of 2 Morne Mai� tJe:vs Spo�ts Firancc V'.�eather Games Groups Ans�arers Scr�en �lick� t,�obile I �Aorc _.._ . . , Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC n t+r�y^rtbcl �Ivaci � ar��.;..2!:. ......sihv?��T '�,;>R4a�:ci :„n c F h;,,,.�d 2., ..,i_ Dow 10.10%Nasdaq L022% , �, �Fidelfl� E�'T"RAC�E" ��;��`�� OPEN AN ACtOUNT �AriM1rilrad!p' �'p° � �. �E�kiR110E SECURITI[S LlC Johnson 8 Johnson(JNJ)-r�Y=e *Fonow Get the big picture on all your investments. 94. 1 0 x 0.16(0.17%� 9 38AM EDT-Nasdaq Real Time Price Sync ya��r Yahoo portfolio nove Historical Prices Get Historical Prices for. flull GO Set Date Range o�Daily Start Date: Feb 07 2014 Eg.Jan 1,2010 _;�Weekly � End Date: Feb i:', 10 2014 ' _,'Monthly _,'Dividends Only Get Prices �irs'�Pssv-io4s��ext��as; Prices a � t Date Open High ' . Low Close Volume Adj Close' • � Feb 10,2014 9024 91.08 89.80 91.07 8,080,200 90.42 � ; Feb7,2014 88.92 90.04 ; ; _';88.61 90.04 9,435,100 89.40 r-_�r,_,, �Close price adjusted for dividends and splita � I �irst�Previcuc,�^�::,r,t�:_.ast I xi'Downioad to Spreadsheet Currency in USD. � ��'r-� ;� ; �� ,�_ �� ` , ,.,t r ,.,� ._`' 6>� � � f i � i � � �v��,�,.�.�r ' Ad Topics That Might Interest You... 1.Nigh-dividend ETFs 5.Not Penny Stocks 2.High Yield Bonds 6.Stocks to Buy Now _.._ _ _ _ 3.Best Pertorming Mutual Funds 7.The Best Penny Stocks 4.Best Penny Stocks to Buy 8.Dividend Income Funds Feetlback r..., -..;ey-;:r,o.n c..u..:_, -em,s :;s��d>;-:-r�,a;:�.�<c�hoo�..f��v Neti-s hdE:'ti:nrk http://finance.yahoo.com/q/hp?s=JNJ&a=01&b=07&c=2014&d=01&e=10&f-2014&g=d 3/19/2014 � y� � �"� M<� N Q r. N i��{f� �� Q ~ 2 �N� H� O � ��;u�i N � L � N � a �2 � �� < � � � �� e � r �- v� �Q� _ pp Q. C (� �!�'7 O N � f/) �t��a rn v �t � �n� c�.i, d Z ��i � ti. d � � - � C Q rn�c�v� Z � [� Ni tc ao ? �p � � �nMc�n � Q p Z m O � O O O - x U � � o � � � � � � ti co � - N m � O U � t = � ~ �v 'p O O � � � a M r G � - C � � �Q C�l t0 �N c Q1 1�N i� �QO�th<o a0 � '' L� O��++ = N{`N7 CNO i`N'1 � 0 � �..� � � C C �'i C G � a� �� Q N N N � . .y �� 'c' c � m�� G i0 7'O 'O 9 � m m� '�O 9 � '.��:� :�:� � o000 N C .�+' 1-�- G •� � C� Y m � a � r � o � — N Z � � c o :✓ CC �C r7 � ''7 eo+f c7 a+� tV O tlJ A U C�I[�j N fV � � C � C ,� y � � ani � O � L ` �6 �p �� f!! V '7 '"' �"' 0 C �� O o PFE Historical Prices � Pfizer, Inc. Common Stock Stock- Yahoo! Finance Page 1 of 2 Horr�e qJ;aii News Sp�ts fh�ancc L^.°eafner Games vroups T+ns�r•er; S�reen F'lickr rncbilc I '��re _ _ ! Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC .,, _...-.. :i -an�"' �ni[�r 5y:xtbai... 'JL'�J.PAa;',c...2014.'"' ',�.EDT.I:c qqa-p,cts:,csn f � . ..."H. ..,> _i^,h;� .1<_:m:ns Dow Z0.11%Nasdaq i-021% E�TRfi�C3E' PFE I �O-FEE , ATM ACCESS OPEN AN ACCOUNT� ' ��.. Trade Now; " ` „�...... ............. C�TRROC SECURRICS LLC :.»b..._.. Pfizer Inc.(PFE)-nvse �lr Follow Get the big picture on all your invesUnents. 31.�7v t�}.��J��.�4%� 9 37AM EDT-Nasdaq Real Time Price �Y�c yaur Yahpa portfolio now Historical Prices Get Historical Prices for.',flull GO Set Date Range Co�Daily Start Date: Feb 7 2014 .Eg.Jan t,2010 Weekly End Date: Feb �'t�� 10 2014 � _i Monthly �� ,�,,�� r ,� � ` Dividends Only � � � Get Prices 3�� , � � � �irs��P�ev�eus�"�ext��as: f � ��R� ��' � � �'� ,.��;� _ . _ _ __ _ _ � , Prices � � ��=� Date Open High — Low Close Volume Adj Close' �,�� Feb 10,2014 31.26 31.47 y' � 31.13 31.47 22,591,400 31.47 € Feb 7,2014 30.84 31.28 `+'w 30.61 3122 27,809,100 31.22 �Close price adjusted for dividends and splits. F�Vi�?�(��cvirx:s��i:xt�E.a5t �'DownEoad to SpreadsheeY '�? Currency in USD. F .�� '` m ' �'„ �� n...`}v� - '�tu'� _�,R• � .w�•} . .. .. ��li � � Van�u�rd. Ad Topics That Might Interest You... 1.Stocks to Own 5.Best Pharmaceuticals Stocks 2.Best Stocks to Buy 6.PFE Stock Analysis _ _ __ _ 3.Pfizer Stock to Buy 7.Dividend Income Funds 4.Best Growth Stocks 8.7op 10 Healthcare Stocks Feedback eds a;;.�.nc:y..,.r,:u::;:u:<ns..-erms�e:�:,c r=.-.c;�r.A��Yaho3!..A..��C NU.t:s hJr�wvrk http://finance.yahoo.com/q/hp?s=PFE&a=01&b=7&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 v � 2 � �� ' 2Sie�a`4'�, � � �� N �p N t � � 0. O � `na`S� �pl M O � 2 S�'o8rn N y� O �O v � H � `�i = � �ggg ��? �� a � NNNC9 � V d a 3 c p^ S;�. .`n�,c� Z 7O �/y �ao ao �o = N N N N 3 n �v V � d Q � z d O b O a o — � °' � � �� , � � c � � N d � C � a�i � � � 0 T! M O O 'C i a M � w o C N •• •-• c�m o v � C N � G v�rocv :: -� � � � �'i R'i `�i M f� O 0 � m a�i a�i m � � �i � �'i � •V > > a� � $m'o'� .� c ��z� � c m c�9�r,� � o v$ v � G 0� O t0 N C � � ~ .; C� � p� Q S E C — y Z o = o C C !C �7 0 � � MM i0 y N V �iN�ic�v � � e��. R = ,� a `N j v `�' 'o d � � y S.) LL F'� ►� 0 O �' � S O CLX Historical Prices � Clorox Company (The) Common Sto Stock - Yahoo! Finance Page 1 of 2 Home °Aai! tve.a�s S?o�ts (=inance N+estner {;amc•s Groups Ans+,s•crs Sc�een f"lickr Mpbile I f�4erc Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC en;er cy�r:C�ol ;,•.:cd.(:1ar^5."<.G?4.1Ci�29iat,§ED?-i;5".7ar>:.ets�:ose i^5 n!s a��:��31 m�:ns Dow t 0.12%Nasdaq LQ.12% CLX �Fidelil� ,,��a ��,�,. 7rade,No?er; The Clorox Company(CLX)-r�vsc tr Fouow Get the big picture on all your investments. 8�.�v �0.15(0.17%� 1029AM EDT-Nasdaq RealTime Price Sync y�urYahoo portfotia now Historical Prices Get Historical Priees for.',(lull GO Set Date Range I ` ' �"' �DailY i Start Date: Feb .��.�... 07 2014 Eg.Jan 1,2010 ; ;�Weekl i Y End Date: Feb-< I 10 2014 i Monthly }Dividends Only � i Get Prices � � Firs,�P e:�io�s�fvsxt��a,i i Prices'. _ _. _. _ __ _ _ . �. Date Open High -K- �.r; Low Close Volume Adj Close' Feb 10,2014 65.44 86.12 � 85.12 86.12 1,190,700 86.12 Feb 7,2014 65.33 85.68��, =.�85.04 85.63 1,014,700 85.63 I 'Close price adjusted for dividends and splits. � � �ir�,��"eviiw,�^var,i�i_as i �Downioad to Spreadsheet j I Currency in USD. (�; �� `�i�� .�a, � �.... � Iti�r' �inguaurrl Ad Topics That Might Interest You... 1.Top Stacks to Buy 5.Not Penny Stocks 2.Stocks to Buy Now 6.Day Trading Penny Stocks 3.Dividend Income Funds 7.Best CD Rates 4.The Best Penny Stocks 8.High-Dividend ETFs Feedback r;;i:; L�r:aac'r..;.r,ou::.ur;�.,s ?'em�i.� ....ne F.-an�.ar,r Y;lhOoi-�3BC,Ne\rS?`Jr(l:Bl�:v, http://finance.yahoo.com/q/hp?s=CLX&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 y Q O C v � ~ � � O � � N �y � � R y a o � � � Z � 1O y o H � � H � ` = O � ��N '�'C � � n. t � � m � � c p � Z p y � � N �� m Q N z � o ,n o 0 = U � � � � � V m a � v � N m � 0 x � _ LL ~ '� v 'D � � O �— 'C � n. � r- e � — d � � � o � E � o � � N :: � � �� Q u�i o � ro � a �V li � C � i3 v � m m � � �y O N C ep � ~ C •� p, G� Y m E 'Q $ E � c — y �v U o = Z x ':+ o ' � >, � c� � < aU c � � � i � .Q. fi. �y O t,�j � f— h C O .P WMT Historical Prices � Wal-Mart Stores, Inc. Common St Stock- Yahoo! Finance Page 1 of 1 Hnme ^4aii News Spo;ts Finance NJcather Games Groups Ans�r�ers Sc;een �lick� t.�obile- I hAorc _...._ __..._ ; Mail Finance Home My Portfolio Market Data Business&Finance Personal Finance Yahoo Originals CNBC E:nier-y=r:6ol :Ye^.6'_. ...^p1q.„�..,:..P.:EDT-,.,.i•darknts.,.��nL. .�ci-: Dow�0.55%Nasdaq 1"1.25 lo WMT E�#�TRA[�E` ° �: , r;, OPEN AN AC{OUNT [+iRROE SECURITICS LLC hade,Now��:��. �� Wal-Mart Stores Inc.(WMT)-r;vsi �Yr Fouow Get the big picture on all your investments. 74.�� Mar18,4:01PMEDT Sync your Yat�ao portfo3io nov.r Pre-Market:74.65 J-0.11(0.15%)9:29AM EDT-Nasdaq Real Time Price Historical Prices Get Historical Prices for: �ull GO Set Date Range io Daily Start Date: Feb'.:•�':..�--, 07 2014 ��.Eg.Jan 1,2010 ;_)�n/eekly End Date: Feb>- 10 2014 'Monthly . :_i Dividends Oniy Get Prices °�irs=.�Previaus�tiext�=as _ _ ...... __... _ Prices � �� _!�","lc? .;,'��,�<: Date Open High r ;Low Close Volume Adj Close` VVhBf arf,Vt�B rPc��Y Feb 10,2014 73.59 73.76 72.96 73.76 6,204,100 73.29 If1VAS'ITIC�fpt� Feb 7,2014 73.05 73.60 ,� y' 72.50 73.75 7,287,600 73.28 'Close price adjusted for dividends and splits. � .�� . �irSl�f%'FViC�.S�i4eX��i�aS;. �'Dowaload to Spreadsheet Currency in USD. �f ' ��n�., r`�` ,._,�, "`�.� �`�x ,....'e '-.� -� . .,.r ��"�.:,� ,:��n ^r`� ;�.,:. :1a1�;n�v"�s(::t�•:::•. V��iIdT{�` Ad Topics That Might Interest You... 1.Top Stocks to Buy 5.Hot Penny Stocks 2.Stocks to Buy Now 6.Day Trading Penny Stocks 3.Dividend Income Funds 7.Best CD Rates 4.The Best Penny Stocks 8.High-Dividend ETFs Feedback =��•�� n� ,-Abour.-,u,kds-Teens-5c�d..r;ai...,. Yah00!-f,r3�Ne`ta5 NC^.vOrk http://finance.yahoo.com/q/hp?s=WMT&a=01&b=07&c=2014&d=01&e=10&f=2014&g=d 3/19/2014 �1� �jomputershare '�" WaImart I`�. Computershare PO Box 43078 = Pro►ndence,RI 02940•3078 = Telephone: 800 438 6218 � IMPORTANT TAX RETURN DOCUMENT ENCLOSED email:walmart@computershare.com � ••��••'�AUTO"ALL FOR hADC 170 OD0095F0026714 0 2 6?14 www.computer5hare.coMwatmart � �l�l�'�llhl�l�dl��q��l'll�l��li�lln�'I�l�(�IiI��IIJ(�'ll�� - Recipisnt = CRAiG A WlLLIAMSON � 39 CREEK RD Holder Account Number = CAMP HILL PA 17011 C 1019300621 I N D � � _ Reeord Date 06 Qec 2013 Chack Flumber OOO1t86404 noi�snnns.t�omcns.ro�.w•ntr.�sza.�tat�am��neroara��r, - : �'I(a1-Marf Stores,.lnc.-C�ombined Dividend Payment 12013 Taz Form 1099-DIV`�_� � � COIi@CfBf�(i�C�iBCkBdj -- -----' • —^------'- ^ AccountNumber C10t9300821 Form 1099-DN-Dividends and DisMbutions 2013 Copy B-For Recipient Recipteat�s ia No.ending tn ��as�r Payers Federef[D No. T7-0415488 This ffi tmportant taxlrttom�a4on end ia being Bankhsd to Uro trdemal Rewmia Servka H you aro requtmd eo b!e a md�m,a nogitgenco OM8 No. 1545-0110 pa�tty o�o�enandton may ba Imposed on you 8 thls tncmne!s taxeble end the IRS determfsies tliat it has not been mported. p�,o„Q,��T,�,,,y.y,�,n,�pa,,,�� Recfplertl CRAIG AYViLLIAMSON 39 CREEK RD CAMP HILL PA 17011 ,: Q�p�gry m Quatified a NorM'rvidend � FEDERAL IKCOME e Forelgn Taz r Wr�n Canby e Cash L,k�dation Div(dertds(S) Qividends($j D'�stributions(S) 7AX wmtHElo(S} Pa1d(S) a US.P�n �Str1.($}I Payer'S Det3ilS 528.75 528.75 0.00 0.00 0.00 WAL-MART STORES!NC Cf0 COMPUTERSHARE PO BOX 43078 PROVIDENCE RI 02840-30T8 Form 1099-D(V {Keep for yaur rewrds) Dividend Confirmation Payment Date I Class Description I pa�ticipating � Dividend ( Gross I Deduction I DeductEon I Net ShareslUnits Rate Divldend(S) Amount(S) Type Dlvidend{5) 02 Jan 2014 COMMON 375 $0.470D0 176.25 Q.QO WA 176,25 Year-TaDate Pald 176.25 O.Q6 176.25 � 46UTX WM T ""'�' �D1C070006/R OOWC6A•PP-1F21 Company Name: PFIZER INC Account Number: C0005696771 Shares Held by Agent: 126.930331 Shares Held in Certificate Form by Holder: 0 Total Shares: 126.930331 Closing Price Per Share: $31.22 Company Name: WAL-MART STORES INC Account Number: C1019300621 Shares Held by Agent: 375 Shares Held in Certificate Form by Holder: 0 Total Shares: 375 Closing Price Per Share: $73.75 Company Name: INVESCO PA VALUE MUNICIPAL INCOME TRUST Account Number: C0000036013 �Shares Held by Agent: 330 Shares Held in Certificate Form by Holder: 0 Total Shares: 330 Closing Price Per Share: $12.87 Should you have other account related questions, please cali us at 800-786-2543 during regular business hours. Please note that any available representative can assist you. Sincerely, .. ' Service Representative Enclosure: None � March 14, 2014 Shareowner Services Post Office Box 64874 St. Paul, MN 55164-0874 www.shareowneronline.com AN NA BORRO HAYS ESTATE OF CRAIG A WILLIAMSON 635 NORTH 12TH ST SUITE 400 LEMOYNE PA 17043 Re: Financial Confirmation Dear Shareowner: Account Number: 3405806479 Registration: CRAIG A WtLLIAMSON BETTY S WILLIAMSON JT TEN 39 CREEK RD CAMP HILL PA 17011-7473 Account Creation Date: 1/1/1901 Issue Name of Stock: Walgreen Co. Total Share Balance on 2/10/2014: 4.055 Certificate Shares: .000 DRS/Book-Entry Shares: .000 Dividend Reinvestment Plan Shares: 4.055 Dividend Amount Paid YTD: $128 Closing Price per Share on 2/10/2014: $60.65000 Ticker Symbol for the Company is: WAG Stock Exchange: NYSE Please note that as a transfer agent, we_are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. If you have any questions, please call our office toll-free at 888-368-7346. Our Shareowner Relations Specialists are available to assist you Monday through Friday, from 7 AM to 7 PM Central Time. You may also send an email to us by selecting "Contact Us" at any time while online at www.shareowneronline.com. Sincerely, Wells Fargo Shareowner Services (� II II III III I I II(I II IIII (II (II II I�I I I (I IIIII(I I I I (I WAL1 50 'ZFNC0073�50�1�1�Y�Y�Y�Y' E*TRADE Securities LLC E TRADE PO 8ox 4$4 F I N A N C I A L` Jersey Crty, NJ 07303-0484 tel 9-800-ETRA1�E-� www.etrade.com Member F[NRA/StPC A4arch 2G,2D1=� Scot 1�Jilliatnson 4�2b VT Route 215 N. Cahat,VT 0�617 _ _ _ _ Re: Craig A:Vi'illianison,I?eceased E*TRAD�Seeurities rlcct�No.XXXk12l 4 Date of Deatl�Vatuation as of Fehruary 9,2{�14 Dear Iulr_�L'illiamson, �'�'e wauld iike to ta}:e this opparivaity to provide the date of death vafue�s of February 9,2014,for the indi<<idual brokerage account of Craia A. 1�ilIiarnson. This is not a tax document--data roviderl for injormational srr oses onl= - Average Price hlarket Vntue _.Qu�ntity Assets 2/9114 2!9/14 q4� Am�en Inc.AAZGN $118?8 �52,515.21 �,g4p Gemer Corp CERN $55:24 �49;427.SD ?flpp Cisco Systems Inc.CSCO $22.62 $4�,230.00 �pQ Eisen�Inc.F35V $54_88 $10,97�.50 19 LSI Corporation LSI $11•d7 $2�0-2�1 300 A�Iicrachip Technology inc.I��CHP $44.40 $13,320A0 8p� Nucar Corp NIJ£ $45.28 �38,819.13 �,ppp Oracle Coiporati�n ORCL �37.I l �37,1i2.�0 �pp Procter8:Gamble Co FG $7736 �15,471.00 $Oq Qua}camm Inc.QCQM $74.07 ��9,2�8.OU -a19.53?�1 Cash Balance as of?/9/1�1` - �19,532?I . Total Market �39i.871.24 'liachrdes ir:teresi{50.O.i)accrued,b�d ttof�afd tts of ilte date of dealh Value � Since the date af valuation,F'ebruary 9,2fl1�,�1as on a�;�eekend,the market value�ti�as determine�by averaeing the high and low price for the last trading date priqr to the daie af valuation and ihe ne�t trading date after ihe date of valuation. _.. E*TF�ADE Securities LLC is committed to providing qnality customer sen�ice.Stiould��ou taave anp furlher questions,please contact a Financial Services Representative at 1-800•387-2331,24 hours a day,7 days a��eek. " , ._ ; „ . ..._. . �incercly;. . _ �__ � : , '""`._,_-=�� ' _..... _ ... .._ _ _ '..._ __ .... __;. --_.�_.._.____ _.._ _ _ _.__ _ _ -- ----..�..__ -�� , - ," . - � ..._....�.._. . ._.. _.._.... _..._ ....__._ . _ .._ ._ ..._.__ .. . _ :. ,. �. ____. -. .__. �_...�__.___. �. ` �riEaSmith � - ' , CQrrespondence Department � _ _ ._. � - __ ':_..:: • " __. E*TRADE Securities LLG ' Westshoremen Investment Club 4/9/2014 %C.F.Merrill 12 Crain Circle Lemoyne, PA 17043 717-731-9378 Apri19, 2014 Fred Cassivi, Financial Advisor Wells Fargo Advisors, LLC Three Lemoyne Drive Lemoyne, PA 17043 Dear Fred The Westshoremen Investment Club , at a special meeting on 4/4/2014 approved the distribution of 100% of Craig Williamson's interest in the partnership based on the 4/9/2014 Valuation which reflects the closing prices of the securities in the portfolio as of the close of business 4/9/2014(copy of the Valuation is attached). As outlined in the partnership agreeinent, we request that payment be made to the Estate of Craig Williamson account, which, we understand, is maintained with Wells Fargo Advisors in Lemoyne. The Valuation stateinent reflects a total value of$1,088,162.36 with Craig's 16.6667% share having a value of$181,360.39(See Member Status Report which is attached). Using the attached Valuation to determine value, we ask that the following be distributed to the Estate: CVS Caremark(CVS) 1,400 shares $ 104,230.00 LKQ Corp(LKQX) 1,900 52,896.00 Standard & Poors(SPY) 100 18,709.00 Cash 5,525.39 Total Value $ 181,360.39 If you have any questions, please let us know. Sincerely Charles F. Merrill, Treasurer cc: Scot J. Williamson, Executor Westshoremen Investment Club 4/9/2014 %C.F.Merrill 12 Crain Circle Lemoyne, PA 17043 717-731-9378 April 9, 2014 Fred Cassivi, Financial Advisor Wells Fargo Advisors, LLC Three Lemoyne Drive Lemoyne, PA 17043 Dear Fred The Westshoremen Investinent Club , at a special meeting on 4/4/2014 approved the distribution of 100% of Craig Williamson's interest in the partnership based on the 4/9/2014 Valuation which reflects the closing prices of the securities in the portfolio as of the close of business 4/9/2014(copy of the Valuation is attached). As outlined in the partnership agreement, we request that payment be made to the Estate of Craig Williainson account, which, we understand, is maintained with Wells Fargo Advisors in Lemoyne. The Valuation statement reflects a total value of$1,088,162.36 with Craig's 16.6667% share having a value of$181,360.39(See Member Status Report which is attached). Using the attached Valuation to determine value, we ask that the following be distributed to the Estate: CVS Careinark(CVS) 1,400 shares $ 104,230.00 LKQ Corp(LKQX) 1,900 52,896.00 Standard &Poors(SPY) 100 18,709.00 Cash 5,525.39 Total Value $ 181,360.39 If you have any questions, please let us know. Sincerely Charles F. Merrill, Treasurer cc: Scot J. Williainson, Executor �� x� , � - � ..� Z Z(� J �� Checks Posted Chedc# Daie Pa�d A�nount Reference Check# Date Paid Amuunt Reference p�r �/� p,� j�h --�--�+.�J[�� y�y+� 1 -...-'�y,�1y �,. ,�- ��„ry +[ k ��`�3U��g.SS''�s—.cc�!v,��''�.415��r-:._�rz �'€:.:.. ��,�UL`C.d,�_-,�E v ��___:.. _r_.:�+i�-Y tv.a?o ..R��V 1i�2"...^i,S.xb^,-;F'.i...i'V��Js��:; 3dit 0127 3111�0 0577350455 �A15 02tD7 �4Z 00 9483305975 �„��'�;Y��`�"}�3��`��A;tl��#�.._�::._..... -�:,.�3�8�..,,Q�1�3r�..._, `�� _ .�'`.�J2t1fl..�. `..._.. �'��5_�y ��:_.�..��?��3�� 3413 Q2t17 $'14,ODO.OD 0983980725 3A17 fl1i12 $122.06 097483�145 g Chedc{s)Posted=34fi,578.9t account Activity fl�t� ��p�Qn Additionz Subtractions Satante flt 27 Be innfn BaSance � { $25 852 51 Y��"'�.;v�c'''}�'�!��(Xi,�,��3?y?]��"'._..,-��...""' ' �-"' '_.. ..:.. ,.:��-�.. _...�._.... .. .,;. � .�4.t'E.__..�. ��=��J�� 01 27 .yCRH{E.CK,yD�OQOQ00034i 1 (5111 fl0 826 751 74 ��7�'fi�'�,�.'V'Y.3417?�"V��vY�� _:,��:_�.�_� = h+S�`i_...:__ -'` '�..n_ ...._..::��..._._�_..�...: . .....��.�..___ '= ...i�t�.1��1F �n.y�"�� :F�Z��3��'5.��. 01 31 PAT#iEASURX DEPTANNUITANT 140131 '*'***'*x049124 S4 o6i 64 S27 373 34 �2'� +�`��z�.��,��Hf��dt��'{ET�EET'31�3'I��t�:��r�� ::..`��t�$:��5��'a_� --- -:� ,.�� -�t��fi2 N fl7 37 PPLEU ELEC SVC 4907d78�D8W5 S52 94 f28.813 d2 , c� 0�3�::.��'�3T��3�NJ��1��'"�AE��3��#''[��'[�3�rt3�-b�IS� - -- � .:-.. ,:_. �' _, _.:�34:AX :�� .��fl:?��8>; � 02-03 [NTERNETTRANSF'cR EROMACCT*5586-MOMEY tvSARKET 32D:OOD.OD 548.778.78 � SAVfNGS " £4.��33��.�(S:��R�.4S-�7t#;�K5�3�..i''EG:{#�'iQ3��*�� *�� -S��#��!�(3.-- :-:-._ .�' : . .��?��;�z�ii$� "' 3 849 895 10 � D2 03 COMCAST CEh3TRALCEMRAL PA02fl114 22035201 �$/��$ y�• y� (�T '4'.�`LG�1l.3�v�„�"'��YY.G.!\�"G��LfYY;�-��:�±k�Ya1iJ��t�Ji7��...�_.....--�._ ._ .._� _ y....t..�.-._}_..... -,:._.... .. .�:.r z�..��'i:�4_:,�i,..��7f��L.... 02 Q3 LQWFii AII�N TOWN LfTILIIY 340201 1024030 0 $52�D $49•�72 40 ; � �,�3�'�,t��.�_,.��i�G'K#�p#��i�01�i��i,�__�._,::.. � ._ : . ..._.. ',_ _5��(it3��s�}::� ._. �fi? ��k[�:� " 02 D7 CHECK OOODQ0003415 SA2 flD $35 730 m0 , � �. � .,.- ...�^�� '' '��5'..�l�d��; ��?"Ii��.�-.��•t�AS��P�1„��Q?.5��'-��?BO€�F�i�I.1��53L� ��.-� � k � �.� . $5�� . � fl2 1fl Ci1fCK D000004�3436 8143 85 S35 057 DQ ��z�:� ��rr.��t{��-��,.��,��s � � _��a.r�o...� �.�..._. _ :�,�_�,�.�.��a��-�o,: � �- - � p2.t� 1NTERNETTRAN$FER FROM ACCT"6586 NfONEY MARKET $2 000 00 �A6 051.00 � SAVtNGS y� �[{ t y�, p { n � ��X�. t��L4i!r�V;t,V�S7V�Y1� � �' � � i_z- '_= 2.-.;. .:.;i` ,.-....�." , i��'StO��:.:` .,...,��i-s�J��il,a. A 02 12 CFtE�JC O�ODOOD03477 8122 06 S33 928 94 � �2?�t.� .N�:�R1�t��y�i�E�E�tR�EG;�#��-�T`[3'��3t3�.. ... . :- - _:�. _�_,� -� �u::SS�#'15.:-= ��1�74�9s: 02 79. CHKK OODODOd03412 - � i14{3II0 OQ �17$74 79 �Z�f�'a_t _��RE�'��ff#tLl�tia��12�i�A3�D�f��t12�� .::_... . ___. �_ :._�_.�a�}:��. . ::_. �E.,:.. -� --.-:_ �-1��T5475"� 02-26 Ending 8atanca .- 517,875.05 � l, , r .. e 1 CRAlGA WlLLfAlylsoN Account#57�176586 $dlTtICES #3 aEcin�r�$a�nce�'�-�;,' Y ��-" z_.�.:: -__;_.. _.�.��c�'.Z3�i3.: :_ Curreii�9alaia� � ,;._ _. _ ,. .,..� "� `' ;1�3��3�� DepasitslCrediis +55.21 Average Daify Balance L5 717 84 #.��ti�tliasr�a�tft3��._. ��. .. ....:: .-.::_ .�2�,L�O��f`.:�� :� , ._.w . ....<:: . - � FY "'� �.'' 1n#erest _. .� ,� � _.. �,Fa�'ihts Pesiaii� ._..:---`---- ..._ ..� . .. ._ . . _,`:::,..... . :$b�?.::,.:...�.�nztalPet�en�g..`i'ie�i3Earne3:.__...�...:...... � . _ .::,�, �2�°£'� Earned ihis Period 41.18 Paid Last Year S55 48 t Pai�l'�ar.Tsi:33at� _.f��.. .-��z� ::: _��. : . ; ,-,..__ - --. ... - - .-: - .......:.. _.. ... . .� *7he interest earned and the interest paid may di#fer depending un vfh=n interesi is credited to��our actount Account Activi#y Date Descriptian Additions Subtractions Batance 07-27 Beginning Sa(ance 522.229.20 04 27,...�Y' I#iiT�REST.�(tEDiTF�ahA.1T.J2512D�3�O I�1��:�rsfl14_..:' . .__ .._ .�.......:. .......��G 72..._..,: ......._:: ....,..: ........?22.233,�?__ Page3 oJ8 IOSIO745B9 �,._,.__ t- Atcount Activity(Cont fior Acc##374�7658b� t2ate Descri tion Additions ,.Subtractions Ba! 02-03 1NTERNEFTRANSFERTOACCT•Q584-SAPlTAhfDERPREMIER S2D,DOD.OD 32;233_92 LHECKEtdG � ��'��I�C1�ti�?EtAh�S�R�� S��'.,�v�E3T��E�9E�i-� ��-� �-�,-�� .�-�.��'"�� i2��t��3[9.� •-�{��233.�J� .��t.:W.'�'��. �� e r`� ``�h��. . - ''� _-`�. zis'-d`e�x...,�.��''3 ,h re�..�.�+,'t.��..s. +' :v,�y..�� .F,*-��'�-.a.'� _ �-€-...._..__. . ��..?'*�� .-.a�--�t..�:t�^;�;�...�.-.:�; "„ "_a ._:_-.._ ,,�_-�,�c_x'..;s&A- �:'S3 ��=.`�,r.,,�:r�,,.,:.se�'�-:�,�.._-.>-:-.z.. . �.'s.�`�P�. 02 26 1tJTEREST CREDCf FROM 0125f1074 T0 0224201d ` $i 49 523��4� `-it��-� �id�n�.�aianpe�;,,;�'` �� .�..�'��:�� .__� ,` _._�i'�� '��.��:�tt�� *ti��..-�.�'�,.,r,�.�;:- -�,��:�33;��x . , .. � . � . cRA��A Hncr.r.arvrsoev Aecounr#s144a7a4s Batances ��--f- ---��...�- ��--��-��'�� .�._:__-�'�si.t;sa..._. �.��`�,� �, :._ 3.�� .��s�Ec��,-,��_. ,� ��.�. ��...�..�.F,�.---�� . , DepositslCrediis �-�fl.7b Rverage Daily Balance 59 802 Sb ��SYr1-_��.3�'S �',.�<X�<.'�_ ::.:�'�.. �_,:�: �s$��.�..w�.��.�.�_..-j..,,,. _-��...-:�,..x�-".� �':_?._..�_�.�i- ..�.a.-"�.--:-'Y-.�:--,�'4"-':x-�.'�" "..-"-r �fI�BT�S� � - .�eli�d-'�°- ;'� ��,,,��.�=�§� `�.�� i��T��''"A��-�e[��taz;��e1�'�t►es�...�_�.��_.,._._._�:_ _�.�—_�"�i3�± ' Eatned th�Period ' tS�.i2 Pa�d Last Year S4 24 TS3#iF�SIIt�.��lC��.,�,...._?�.Sh_se�.�.V�v..��._.��--x�... _,z..�� J.��.-..-� -�s� 3F��.e'i'� ��.�..Sz�$.:�:z_ �'S�.:x+_�� '�'.�`'':_' "...._..--��_....��-.'� *The interesi eamed and the interest paid may differ depending on when interest is credited to your accaunt. Account Activity Qate tlesaiption Additions Subtractions P 07 27 Beg�nnsng Ba€ance :: S9 447 7`i � �f�� x �'lt� �3`?I�#a�FE�'�?,�C3*�i�89 �AN��AEEdE�P�ET�.�.�;�}�- ��-�r�-`��-,,��..�.�-�„�.S9�Q�?-f�fl�-� �-.��,.-� �- �.��* ��a�i. .� °zv_i� 3 �'z..S"'s 'k ...:A. v� fi.t `�9z._.'� � - � '^'¢0�T ff 8°':.+'+h:v.� o-''c`..�`"'��'��y` '�- �--•^fr- ,?�'�iCL��.�Y::�. .�' �...a ...v,.�� _..,. -z . .- ��_ x�a,;. �,t.,.. :_,.r . ...�.�-��_,I_ �-> ---- .�*;�' . �� 02 24 Ii�EREST CRF�IT FROM 01J2212D14 fi0 0212tl2p14 $0 15 5447 87 i5�.��nslist �et�ce� `� ----�� - _�. __.. _... �..�,.�_... .... _ _ -� - - 3_ ",.. �.� �.. �.�' ,�.,,, '�_+nA.a- � 2 : 'C' .�. � ti'£..=.-: �r.� :��Z.�. y ..v�-�`v'rc_ .v"'"' ".__'.�..�. """""` .--- �.;L._ .. „ .,....... ....�-..... ..o.�.'.-��. .., .Y... . .�. ..-x . 70510%0589 Page i of 8 St � MEMBERS lst FEDERALCREDTT TJNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 384076-00 Date Account Established 05/03/2010 Principal Balance at Date of Death $5.00 Accrued Interest to Date of Death $0.00 Total Principai and Accrued Interest $5.00 Name of Joint Owner None INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix 384076-05 Date Account Established 05/03/2010 Principal Balance at Date of Death $67,990.05 Accrued Interest to Date of Death $2.98 Total Principal and Accrued Interest $67,993.03 Name of Joint Owner None SAFE DEPOSIT BOX: NONE EM' ERS 1ST FEDER CRE T ION -�� Danie le A. Kline Lending Insurance Support Specialist March 14, 2014 Estate of: CRAIG WILLIAMSON Date of Death: 02109/2014 Social Security Number: 181-18-1917 5000 Louise Drive • P.O. Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslst.org E TRAt�E E*TRADE 5 PO�Sox 484 F t N A N C 1 A L` Jersey�ty, N3 07303-0484 tel 1-800-ETRADE-1 www.etrade.com Member FiNRA/S►PC March 26,2fl 1�1 Scat�'�'illiamson 4426 VT Route 215 N. Cabot VT 0�6�7 _ Re: Craig A:1��'iiliamson,Deceased E#TR:ADB Securities t�cct.No.XXXX 12l d Date of Death Valuatian as of February 9,2�14 ' Dear Mr.4Villiamson, Vde wnuld like to ta}:e this oppaitunity to pmvide the date of death value as of February 9,2014,for the individual brokerage ' account af Craig A.1�Villiamsan. This is na1 a ttu documenl—data rovided for ini'ornrational ur oses onl r _.Quantity Assets AveragePrice MarketVfltue 3/9/1A 2L9/14 A44 Amgen inc.AMGN $118:28 $52,515.21 ],800 Cerner Corp CERN $�5.2� $99,427.�0 2000 Cisco Systems Inc.CSCa $22.62 �45,230.OQ �pp Fiserv Inc.�'15V �54.88 $iQ,975.5d ig LSl Corporation LSt $I lA7 $210.2�# 300 Micracfiip Technolag}�1nc.MCHP �44.40 $13,320.00 80�# t•tucar Corp NU� $48.28 $38,814.33 1,tf60 Ocac(e Corporation�RCL $37.11 $37,112.50 �,pp Procter&Gamble Ca PG $77.36 $15,471.00 SOQ 4aalcamm Inc.QCQA9 $74.07 $59,258.aU $1�,531'..21 Cash BaSance as oi'?/9/14` - �19,S.i2.?i Total Market ��q1;871.29 'Inclttdes interest{50.OS)accru�d,bu!xot paid as of the date ojdeath Vnlue Since the date of valuation,Februar}�},Z{�14,��as on a��•eekend,the market value�vas determined by a��eraging the high and]o�v : price far the last trading date pnar to the date af valuation and the next trading date afier the date of valuation. E*Tt2AD£Securitics LLC is committed to providing q�iatity customer service.Should��ou have any furlher yuestions,please ' coniact a Financial Services Representative at 1-500-387-233 i,2�i hours a day,7 days a�a�eek. SincerelY�. ;.. . __ �. _ -. .t ! � , ....� . �. ... . . _ ..._....._ .,,.. ,_... � :...�... ...�....,�_-.,......... __ ._.... _...._.. .. ... . �.__.. ..... ..._... : .. �. F �. Y'........... .......,..._,_..... ,........ . ..._..... ... ..... ._., . ^._. .. ........,. ". ... ........ . .... .. �.. . .. .. ... .•� ......,., . .. _,_,..... ` Eri�a Sa3ith � ' Correspondence Dspartment _ _ ' �_ _ � E'�TRAI?E Securities LLG N � � � Q � � � � r' ^� '� m G \�, o �..�, m v � �� o o� O � * .. C \� � \ p * \ a . Q � * 1��` ``` � . rl � * \ . , � # Z �p b9 � .\ � _ 0 � � \ �,. F„ � ..:� _ � � # A � '� - . � * :^�� ' ��'� a� W � ' ��` .-� i (�j .. � ,` `�' � � N J _ # � . � v Q � � � � � N « ` � � � � p � ,�j� , �u �0 . w : , LL ,*� 1. H � ! N � � # ■ � � c0 W * ru m * [D - � W * 1 _ � � � _ � * J * w � � .. � � - w -+ a _ o J � H � IL H ' � U o ti W °D � a [ � U � � to m �a ' O � p m rv Z � - � G m a _' � � .,� .� � �q O a � � � � U � U � z l-' c � 3 u � c� ^' � °m a - �� c-o '� � ,� r1 � � ' \'� ��-�n � � o V � � '� h _ 0 8'�<� ts x `� � r' C� ,� _ V 3�� '� x ,�' '� � O � � i - o�� o� v '� u w N � ` � _ ��a En �j _ !- M �ui°i J y.i 'ts V � , O� Z � _ �� Q m � � m � E a �d �a ° � u x � o c�i � H �tl U RE. V W � m rn id � � O W n'1 U � � V � a �p �� p � � Q N ��Q W m � W G.�O L Q' � '� � ;��; 1120 � �(�^ � � MEMBERS 1ST FEDERAL CREDIT UNION lr'�'�J�li(i�i 1...��i�Qi�}' 4f�-�?_ar_.i.. Escrow Account ?�5 State S;reef: DATE 7/25/2019 Larroyne.PA 17C43 7�7-695-9759 i P�Y � TflTHE Estafi? OF Craig A.`: Williamson �**339.D0 pRBER OP Three iiundred Zairty-Nine ':a�d OQ/100 T*'I[�[ff'A'YI'}{'{�'iYlt�'ICRIC�X1EtR][1C`��f]C�]t�:"!C�!X1F:F'IC*!C'ICYCZI['�'}�'}*lY�f�C'IfyF%� DOJ.L.�,RS Estate Of Craig A. Williamson .�"", 39 Creek I�D � ,� � '`� , Camp Hil�., PA 1'1fl11`s � ,�.' � ; �� ,? � , �' ' ; ��,� , , .tE,�o € � , f �/ 1;�, � 3$ - .��T't LY P�t�I¢iTS � COT-T,�CTT_BTyS � � L,> j � � +�'�0 L L 2��' �: 23 1 3g 2 2�4 L�: 4 �46 26��' i RSR AUCTtON COMPANY/ESGf20W ACCOUNT .�•�2� Es�ate Of Craig A. Willi�ms�n 7j25/2014 ; i 38 - v"tTLI'; A.*T?'IqL'ES � Cfl?.?,ECTISLES 339.00 I I � � i i t i ( t 1) 1 1 i � ! . _... . .... '�S'c� , .... "�* .�.� �- _' .. .._ _� '. _ "" _ ..T�` , .. � �:.;� P 503,729,542 . �_°'+� �.,: - ,. _ . ' .. �` �- a ,3. '� �'r:�..:�c. �x'�t,� ='- =-- - - 04 04 14 20090$00 KANSAS CITY, MO 4 � r�= ��'��-' - 034 16375244 'f�,�^-::,;:r ` 000198544153 4034 16375244 I ��-�-��;'� .- . _� �i„��,��,t.ill�il��i,i,�,�,�,ini,illi�ii�►��i��t�l�ilrit�i�� OOOOZ014�860$1 ��.H:�:.:-r� .:�:_:- -. �, '",��' ��-�'": .....- �` % SCOT J WILLIIIMSON EXECUTOR `�`` � }"� 3 9 C R -. '�r �-`;';;�:;. E E K R D �" :"�;:;�`;-=r ��. CAMP HILL PA 17011 7473 �.� 3; .. g��**1 b8*00 . � �:. �.�. ..b.<.�� . .3. ��'4.':5:1� rt'� ::a. _ ;r��:�t.` _'_a_- .•,,, . '�'.��FT�a r•r;S`.'E:�R .� .�,.�-urrr:n:::r.-rn � `�;<:�[}_? 4.. �'•_ �F:..�.v �.:':."Z.~' d�=��_�_�:•ai��.�_�• �-•L1-t: � 3.:J-.,4'��.•1Cs>-' -�I.Ei•_:t�. • i1'�I�'_—��-r102 l'i�ei�l•e�l—'I'�•�r.cr i �r._I..�.i_l::f:l!__� Yt' �:C. S�. :_;:�.-_�a��';-1e1�-`i:�i:.':':!F�:-`i='I!_.c'_.': r�-•-�� . i rr ANDOVE ;.:.;.,. , ' - �' r.�_.-i:_:::i--.-_..• xN-; :-�.:_� W(LL t2/20�3 T '!'i=�=l-;+-.;'i._�_t;:�:�._.�_.-ry�_,��..:__;.._.�..;i.�i�;,;: � AXREFUND �•-:�',:.:-�,••-:• �- � i_ 30 =e;`-=,1-�.._ . �:r•'_ir�-i-_� �.;�.�.�_�� i: •i-=,•ri-��.�.��1'�'`•�`c[d'dcl.:�pl;_- �'i;t_ _. _ �'.��_t::��:c�4.'`Ts _I�;�:+�.I..�l—i � �.:,-�_li_ •�'�• r=n.'I •�d -- - :i_c Il:•il=_�=i�:�-i��. �=i�-�(i?�:!I�I i;•_;•:i'_i.��='i.�ili- . . ._�..��.Y.--�..�-�� . .{�I'��:._.�J_.II^��.��'._�I.��Jl�il�t_f'�I II- .I� I`.�- 11"1'_� -�f �l'��I��I::��: ��'40348��■ �;000000 5 �8�: 16 3 7 5 2446E,� 040�, L4 - – -�------—-----_. 00000 001 018 032714 31873083 391965 040052 60-274 $5 6897388� 313 FULTON BANK _ -. . � -- v' LANCASTER,PA 04/08/2 O j VERIFICATION AVAILABLE-"POSITIVE PAY"PROTECTED � o -- � PAY SEV N�O � ONL NE CTSCTS � VOID AFTER 180 DAY; 0 o ***�*******��17.� 0 -• CRAIG A WILLIAMSON � DLN 135�01100122 REV REFUND 0 39 CREEK RD �„ ��/J o CAMP NItL PA 17011-7473 0 /�j // ��/J/ o � (if I"� �({ � ��'ll��l{lil��l�in(I�In��ri�}��i�l�il��ll�fl��tlll�i�t� RObet1 M MCCord ��'68973883��' �:03 � 302748�: � 2 � 9 53847i�' - --_ ---_-.:..---� - _�_..._.__-:��,�:�_.-� _.____--- �xx.ccmw. uc..Re�r..w a<w�c�Rv.:wwY. ' � �.'/O C�i ��11 r` : � r � a, • �� 3 � � w � � ��QU � �i� �.:-� � R � �* �.' �.� �,.C.n' t�t" "� `'" . ( � �'1 � << as 4 �� , � ' � � , , . , _.- * � � _ � } �n �. *. � � ��° z � � '.: C'd�y, �a `-cv� � o — � �ltt+ti7 a o� a o, � ia" _'a � . :� �- . � , , �-�_.\- . . - � � Y � � Y :� � -i" ,} ' . � . � � t _ . � . _...:. - ��-: '.. : - , � . ,_;-_. __.:. , . * (� ■ � s,j] Ss�`�#v`).15�`l�' r LL � ��.t.�s`t75�r3 Z ^�a� `r' _ � � � r 1 � � � � � �` q � O � .-� � � 3; � � ,-s� � � w x • �� v � � • �>.= �� E c� � " �� . ��c � ` � � Q U cn U - Wi��.W #:# � �� . �� r!S % . ,j-.*j� 0 ,� ; �K# , ' t7 � �` ; `' . ic�k ' i� � F ## : W � " *# r � � ":. " fl rtf � - ## rT�-� tt1 vy O :: .�z, p � , O A ., #O.. ,�. o �tn_ � O o ", o. ,, � .� F=� C} - �,_ ��,_: � a E-�o � �+ �a � _ ` o �N : a r ��.:� a �.. � t� �v� or;� �.._ *� :W � _ O 7 � v¢ .�; � � �� : .- m ; _�»-U s�== Q' �� p �'? ' ,�., �� °�.'°� � Q' =.. i � �E- �� .Z�-_. �,�,° �U t*��L} tv �� U o�O oz.�- � ' - �` fl�x°" c.i � Z , ; �-w`. � I�aQ ` w�Z> ��.. Q: po_ :i1�p¢ :-]fr i .�. C.:_ �- ' �]t/�N C� � ;r��a.�.x,�;.�.�,.�.�. ,.aH�,�,:�R G A!:'I#rA'1(E3:::><::: ::;:>::;:I;>::.>:::>:>II�I; z;�3A'N:::,s:::;;»i::;<::::>::>:::::;::»::>::>:>z::>;>:>::<::«::;:>;::;:;::.:>::::!;:.':::<::>::>::;<:::>::;<:::.::<>>;!>::»>::r<'.:::;.>:<<:::<>::::;::':i:::::;:<>::::;;::::;;<<><: :>'.<'"`:::;;:';::.i>zs:::<<: >.:.;':;:;.>::::>s:<::::>:::>: '::t;:::LY'lM�R�: .:::..::.::.:.. ._��+MEl E��.:.....:3U::::.:...CE�t#M�+A�sIYi.GE3M�`'[�f��GA�;�'#�i1►EE.ER3 B��;�?�...� :......�'ff:.33'SQ�'C::;:.;:... �.�,:.::::��i:.:�::::::::::.:.:.:.......:::::. SCOTT WILLIAMSON A/C CRAIG A. WILLIAMSON 39 CREEK RD. CAMP HILL PA 17011 POLICY- 069764600 DATE Z/19/ZO14 INVOICE NUMBER: OOOOO00000080014 AMOUNT: /�.G9 rHis is NOT A cHecK pETACH BEFORE DEPOSIT[NG DO NOT CASH NOTICE OF PREMIUM REFUND OATE �UIO. DAY YR. �� Erie e o6 05 2014 ►��IC�SUranCe REFUNG AMOUNT $68.00 100 Erie Ins.PI.• Erie.PA 16530 POLICY/ACCOUNT N0. Q566601432 AGENT NO. AA7636 AGENT NAME WEtTZEL INSURANCE AGENCY INC CHECK NO. 2001852840 REFUND REASON PRO RATE CANCEtLATfON 000 000soe�o0000000 ooi ooi ososi ir�s:o 0 AA7636 N ON-N EG OTIAB LE CRAIG A WILLIAMSON 4426 VERMONT RTE 215 N CABOT,VT 05647 TH1S REFUND CHECK HAS BEEN ISSUED TO YOU AS A RESULT OF A PREMIUM CREDIT BALANCE REMAINING ON THE CANCELLED POLICY/ACCOUNT INDICATED ON THE BELOW CHECK. iF YOUR RECORDS DO NOT AGREE, PLEASE NOT(FY YOUR AGENT. CH2751 Y.OB 5 4 2051 �� ' ' VOID 180 DAYS A�T'ER DATE ; ' � ` ' ' �` POSITNE PAY.PROTECTED ' 8�k otAmenca Customer.CartnecGori �_�(27$ _ �� ECEP� Bank of�k n�P. v, ' �. _ art u . s �Insurance• AU ta; atb nty Georgia,: ��'� : D oArE -' CHECKNO.'2001852840 _ � 100 6ie Ins.PI. • Erie,PA 16530 Z PJIO. DAY YR. � PAY: EXACTLY SIXTY EIGHT DOLLARS AND QO CENTS Ofi 45 2014 m > � �� D TO"fHE ORDER OF: CRAIG A WILLIAMSON $ss.00 8 o-" � 8 �� .,�.a � �� _ s � . `m REFUND REISON POLJCYlACCOUNT NO. AGEN7 NO. m T PR�RATE CANCELLATiON Q5fi6601432 AA7636 _ � � uthorized Signature v --_--�-�----�-. _�,�---r:...—.-� - - �� - - - ... �nnin � �❑ � n�� .•netLL � 7AA�• 7aR Qqq C. � 1LII■ � � � � � CV _ o '' � r ; � c pp � � � � � � � � � z � z r � � � � � � n � > � V O LL * � � Z O * �V i � O •� � � it �� ' 'K t � � Q < � o �v * � . � � N r o� ' � F�d :_ �� T ��. >� � ,_� ,, ,_ ;;_ � ... .: : : � - �>. �� - . �.: S t6 ..�\� i4: _ ...,��. � ��_ � :`i .` O;` ,�. � _ � p.::r. � . ., _ � 1'� '�;rc; �I n-� = �rt ::;; �1 t � `' . Q. '_ - t _i. �-' i� =� + -j.,.:.: ::.:; tv -, * � m �-� � f::::::". �; r,:-:."- £9LD00 1� " ■� o O� � ' � 'r'i � Z....>':'.:: �' F-! �9 c{ � � o �� _� � W -a �' � 3,;.. � fL ��w �' W ❑ ;O .%�. N � �-� 1"{'I ,- ' � � � .♦ c -j O = � � � - - } � � ' O � na. O �_ - m w �n > �v V H . _`-- O �U �� ' `r',� n� o - a , Zz�"� .�a _�_- m a�a� � m -i�O .1 � Q - '�J�L Q. � ' > - ��w� � ----- Y a Z _ ��p . . O = m W O O�vU _- . Z � � 4 o--= o Z � Qz : g = LLg > n.o - - . � �i��i«��i«i�li�iii4�i i�i t�i�i��i�i��i��««ii� �ii��`i«�ii��i�i�� ' 6 2 0 0 0 0 0 1 3 9 8 4 8 " PROPERTY DESCRIPTION Properfy l�lolder.�n#ormation.- .. _.�. . --�...�� ,. „��... . ��: ;_•.�per'tjr 1D, ':".�808!173;.:� , . . �.;� �- =M' (A)Original Owner's Name (B)Original Owners Address as Reported 1MLLIAMSON CRAIG A 39 CREEK RD CAMP HILL PA 17011- BETTY S 1MLLIAMSON (C)Holder Reporting Funds (D)Last Transaction Date SBC COMMUNICATIONS INC 08/01/1994 (E)Holder Address and Contact (F�Type of Funds Reported 250 ROYALL ST M/S 3AC/O EQUISERVE DIVIDENDS CANTON MA 02021- (G)Certi�cate,Policy or Check Number KATHLEEN FRANCIS 591323 (781)575-2744 (H)Amount Reported 0.40 �roperfy 7,Holdei;lnformatior��, , -��.. , � _ , .,. �Y . .�...�. : �....:,�-��:.�.�, �. �.ropetty 1D� �:-a548�D8_ :.�. (A)Original Ownei's Name (B)Original Owner's Address as Reported WILLIAMSON CRAIGA 39 CREEK RD CAMP HILL PA (C)Holder Reporting Funds (D)Last Transaction Date SBC COMMUNICATIONS INC 02/01/1997 (E)HdderAddress and Contact (F)Type oF Funds Repated 250 ROYALL ST M/S 3A C/O EQUISERVE DIVIDENDS CANTON MA 02021- (G)Certificate,Policy or Check Number KATHLEcN FRANCIS `� (781)575-2744 (H)Amount Reported 21.83 Pio Itlolder Infcrma#io�_�. �;� ._ �;� .; .>r<<... .. � ��."` ��.�_: _ � .��,�,:;.Pf'flperty�D ��ifl753853 �.._ �.-.�. .. Ae�Y_ (A)Original Owner's Name (B)Original Owner's Address as Reported 1MLLIAMSON CRAIGA 39 CREEK RD CAMP HILL PA 17011-7473 1MLLIAMSON BETTY S 39 CREEK RD CAMP HILL PA 17011-7473 (C)Holder Reporting Funds (D)Last Transacdon Date VAN KAMPEN PENNSYLVANIA VALUE MUNICIPAL INCOME TR 02/28/2005 (E)Holder Address and Contact (F)Type of Funds Repated C/O COMPUTERSHARE 250 ROYALL STREET DIVIDENDS CANTON MA 02021 (G)Certificate,Policy or Check Number ERIC BECKERMAN 000000100302887 (781�575-2770 (H)Amount Reported 24.42 RETURN CLAIM FORM AND DOCUMENTATION TO: ioo�aa6z8 Bureau of Unclaimed Property � P.O. Box 1837 � Harrisburg, PA 17105-1837 � 1.800.222.2046 Page 5 3/is/2o14 www.patreasury.gov �Properly�.�+oiderinfonnatian; ` - -' �. ._ �w=a, ` .�=P,.'.. ;;�'opert�+:1D �:'��i8?3784= ^� :� „ - ,�- (A)Original Owner's Name (B)Original Owner's Address as Reported WILLIAMSON CRAIG A 39 CREEK RD CAMP HILL PA 17011-7473 WILLIAMSON BETTY S 39 CREEK RD CAMP HILL PA 17011-7473 (C)Holder Reporting Funds (D)Last Transaction Date TYCO INTERNATIONAL LTD 02/01/2005 (E)HolderAddress and Contact (F)Type of Funds Reported COMPUTERSHARE 250 ROYALL ST DIVIDENDS CANTON MA 02048- (G)Certificate,Policy or Check Number ERIC BECKERMAN (781)575-2770 (H)Amount Reported �.3� Total Shares Claimed 0.0000 Total Cash Claimed 46.95 RETURN CLAIM FORM AND DOCUMENTATION TO: 100744628 Bureau of Unclaimed Property � P.O. Box 1837 � Harrisburg, PA 17105-1837 � 1.800.222.2046 Page 6 3/i8/zoia www.patreasury.gov � Invesco Closed-End Funds — Invesco c/o Computershare � PO Box 30170 College Station,TX 77842-3170 = Telephone: B00 341 2929 = 0�0 6],6 www.invesco.com/portal/site/us = ��lini�l�lllili�l�inil�li��ll��l�nilrnl��i��l��in�� = CRAIG A WILLIAMSON — 39 CREEK RD — CAMP HILL PA 17011 Holder Account Number = C0000036013 I ND Record Date 14 Feb 2014 Check Number 0009372401 SSNITIN Certified Yes uo i csonu;.Dn�„_ra i.vP��.w,;n i a_<�;a i muua i nrouun i c,/i Invesco Pennsyivania Value Municipal lncome �rust - Dividend Payment After February 15th,you may request a duplicate tax form by logging into your account.To access your account go to Invesco.com/us,select Closed-end Funds under Products,then Account Access. Dividend Confirmation Payment Date Payment Description Participating I Dividend ' Gross Deduction Deduction Net ShareslUnits � Rate Dividend (�) Amount($) Type , Dividend ($) 28 Feb 2014 Interest Income 330 �0.07500 24.75 0.00 NIA 24.75 Total Distribution 24.75 O.DO 24.75 Year-TaDate Paid 49.50 0.00 49.50 � 1UDC VPV "'�" OC1CD70003 OOHXDA-PP Marsh [T.S. Consumer a sertice of Seabury&Smith,Inc. 12421 Meredith�rive,Ur6andale,IA 5034$ 515-243-1776 CHECK NUMBER 200a72 CERT NUMBER - 04Q80002448i NAME - ESTATE QF CRAIG A WILLIAMS�N CHECK DATE - 05/16/2014 BATCH - 8030` REQUESTOR . - CRQ040I16 DATE APPLIED - 05/16/2014 REFUND AMOUNT - $143 .85 f[I�II�II�Illll III��I�II�Ilil Illll�Illl Il�ll ll�lll��II�[I�l��l[IIII I�III IIIII lllll II{II III(I ll�ll II[II�flll LlIII�[Ilf�I�il I�III Illli 111lI��II IIIII[�I�IIII IIIII I[III l�lll�(II Ill( • � t i i � � ,. i• • 0 i' �f �) i' ' • 6 • • VARI�US CARRIERS Marsh U.S, Consumer Check Number z o o��z a service of Seabury&$mith,Inc. 12421 ME�tEOiTH DRlVE 50-93� JPMorgan Chase Bank, �.A. URBANDQLE,IA 50388 213 SyfaCUS2,NBYdYOfk 515-2d3-177& 05j16j14 $143 . 85 CHEGK DATE CHECK AMflllNT Qne Hundre� ,Forty Three and 85/1�0 PAY ESTATE C1�' CRAIG A WILLIAMSON TO7HE 39 CREEK RD VO1D AFfER 180 DAYS ORDER I Y! A f 1 J H O� CAMP FiILL, PA 170117473 ��'00 2004 7 2►i' �:0 2 i 309 3 ?9�: 60 3�8 2 24 7 L��' � � � � . , o�r�e►rns +� 3d1D � '$ CRAiQAiYIWAitSQH •o-szs.ass � 34i3 � �24 CREElC Rti. M �� 38 CREEK RII. �_"i� �- -_ tu�'KLLMi7DtS y GY�Pigl/Ati911. ' �� r `�7J�� t�`�i . '� t�}��_. � � s � -�A.�� 1bt/si'Z+tr7 tA1P +^�itl7V�!/7� J�' �.7M'KlCt1 Yl ,��— a ��y � �.. —_ � �� f a �Savv�seSgn�gealc:�;�s, ��,�� 6oEa�lgn Hant� ^� � ��'�r�r2 ' Aa� 7.�i3;....act�' j��l1�'t'1'"`L�. j �:�3i3Y2S�Il+: i�51D?75&9rt34i0 �:P3134269i�: iD530?t!�&fi�'3�33 � - _._..- -•.•._ .._.. ____.. . ..._____ .. .. ........_. . . _ ___.._ .. � t7�P•P! !2# 11i�;81 t i8Q7B491� � ' --- -.._.._. _... t _ � � fiLL= 8� EtteS! tit71M _: �g y { t �6�t75C4Yi:5t�ftiHf�s7 8 t1ST9k : g � x51SD8B07< '�....� : . ._^ � � I�d Penn EaaSc�417 �.• '�' _ _ . � . -�077°.-1f5.pG175�62Bb �� ' •_ ... , .. . � -- ' ^� i . "b , t � � � � ? 775'17 �22Di}N�TS f1�A-�Cy4T � ' -�--- -- .. , � 0 i�51070589 #3G1� fl128J34 $4;iQQ.�D 1Q5107D589 #3433 02/17174 �1A,�DO.QO � ) � c•ne:.rts � 3 4 i 1 srrzzs-�» � 3�Y� _ ; CRJUQ yt iY1LLiAEiB�!! � CfiAKi A tY1LWK9�1 : JB CR�EK 8u. • �,i 15 ! 39 Ct�EEKRII. � � + t � G7�'�CAS'8it ' . - C.Vi7Xi1.PAtT6if ,a 't�o.. • }V C- �f .3'rc�.�ir'ii !i i or�Wt:J�� iY6t - �!S �7 Y� � y��.1'�L�.S Gr �� '�' �� yyy t ( �J a t ��~.�7 ��dVYGi Q G��n ��r� _��x,r�t � ._„ � � ""' v ru"� u�.� �_ .r.�^ s�a�a r$� 5 � 8vvezelgcB�sk:t�.i�. ,..( � k Srssvxai�rtHa.*�S[.t1a. 3 � w�rorrniwr,,�nvoenu �,j ,n, ` � _ l_�/ r�.irw,+Rs.wr,srx+eo�,. r��_ ��,}� � � ��,.rc�,�r.r �fn"�`� li � . . � ,�� RRVI � ` � . ; .E3i3�c:$41t: - t3530?0569�3412 1:�3L34�69:�. kD5iG7Q58ia�36�� ' : : � 35653�82 ��3S�fs1rTI4 6b _ �; _ _ • � E5i U81347G?.64i5 SOS� �: _ � � 3 - _ � . t{ ' i � , . � � . - � � . , . _c�' _ . _. . . ' ' . �� ' . , .i ?057070589 #3A11 D1727114 S171.0� 105107Q589 �3414 D2l07�14 y14,t30D_00 �� 3� 3 416 � Cj3k1C,A YsRLL3AMSOH h. 3412 CRAtQ A WILURRRSOH t°-�cn 9@ CREElC R6. t �„� 39 CFIEEiC RD. g�,wd s LV� � +a�t'F ... � orxa Hci.a�stc-tr y �`..i�.raf�. �tZLJt_� $ I�SCcO� 1 �'`�.�y+ �e.�^ '��2ri�.nA+r�.G I� 'c�2.!� ` r ��6vri�tt,�_.'Il...,vsas.d,d �Y er --'�..BCL�'3T �S �w � '�'cnR+�'iw�ed--"_'= � f„ �' � ' „ �eni�nB�itc,t;,a . _ . . .. ` 6o�'et�,^n&snk.t��. /� r.aRroft+ruNtuat:aba �``=.J{°\�. .uTa�in[sa�.:,arctxaatr 1`��/;�� rs��n� t_,�r ,i. � ' .o,�,,, '1"3-3'S 23 j � _ -;:23137�bRt�: - • l�J5t0435fi4�`3�i� . . ._ _ �:�3i3?�64:�C 1051�7�585r3�.�5 ;�l'�' . _' -'.�':_" : S O � . � : ' ' , . .: scr�: zol '�� .x� � r • YD31801846< Bat;h; 56158i ' � )er;.ro Ea:ilc aab d�1 . pate:02(16j14 � � .. � �• 201�-92-D6 =� � �� D019001fd5 ,� C • e Ii)�1 t2/73J1f . � _?�•• 09790t114<i . . • sL � • . . 6i:�titi[i CC:17tul/(2i � ,.� fE � � �A • �i i�r�i�s�� ►,a.fn ��'` ��, , �Y " '��' �� R . . . .• t..� x.��.�. �r,t.it-t73 �. ._. ((� t � CC J � . ^ S _ � t . 1 _ Is� `� 4 �� • . ��y ��. • ' . r S �� ' . .\ � f- _ •= i' . ' "' ." • ��Z � 1051070589 ti 3412 02/19/1A $14,000 00 1D510705B9 #3415 02I07/14 542.00 PRf�C 7 Of 8 10_SIO iOSS9 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OFREVENUE BUREAU OF INDIVIDUALTAXES DEPT.260601 HAFRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 019137 WILLIAMSON SCOT J 4426 VT ROUTE 215N CABOT, VT 05647 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 101 � $52,000.00 ESTATE INFORMATION: Sstv: �8�-�8-is�7 � FILE NUMBER: 21 14-01 36 � DECEDENT NAME: WILLIAMSON CRAIG A � DATE OF PAYMENT: 05/09/2014 I POSTMARK DATE: 05/09/2014 � COUNTY: CUMBERLAND � DATE OF DEATH: 02/09/201 4 I � TOTAL AMOUNT PAID: 552,000.00 REMARKS: RCPT TO ATTY CHECK# 62095213 INITIALS: DB1 SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS TAXPAYER �� .�.��i�� OF CRAIG A. «�ILLIAl��ISON I, CR.AIG A. VVILLIAl�2SON, of Lower �llen Township, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last ��Till and Testament, heieby revoking all Wills and Codicils by me heietofore made. ITEM I: Familv Infoimation. I am a wido��ei, having been maiiied to BETTY S. ��iTILLIAl�2SON. I have three childien: CHRISTINE A. ANDERSON, I�TAN L. VERI�TAZZA, and SCOT J. WILLI_AMSON. These are described in this V�Till as "iny children," or as "a child of mine." Any person born to oi adopted by issue of mine is to be included as issue of mine. Provided, however, no adopted person shall benefit under this Will unless the oider or decree of adoption is entered before the adopted person attains tlie age of t«�enty-one (21) 5�eals. ITEM II: Death Taxes. I diiect that all inheritance and estate taxes becoming due by reason of my death, whether payable by my estate or by any recipient of any pioperty, shall be paid by the Executor out of t.he iesidue of my estate, as an expense and cost of administi ation of my estate, e�cept that no ta�es shall be charged against any gift qualifying for the marital or chaiitable deduction in my estate. The LaW oft`l�es of Executor shall have no duty oi obligation to obtain ieimbursement for any Sa.idis such tax so paid, even though on pioceeds of insurance oi othei property not Sullivan passing undei this ��'ill. & Rogers 635 North 12rh Street ITEM III: Debts and Final Expenses. I direct the Suite 400 Lemoyne,PA 17043 Executor to pa5� the expenses of my last illness and ituleial expenses fiom the residue of my estate as an expense and cost of administration of my estate. ��`� Page 1 ITEl�2 IV: Tan ible Personal Propertv. (a) �'ritten List. I may leave a written list iiz my safe deposit box or elsewheie dis�osing of ceitain items of my tangible personal piopeity. The E�ecutor shall dispose of items of my peisonal pioperty as specified in the written list. If no �Tiitten list is found in my safe deposit bo�; or elsewhere and properl5� identified by the Executoi v�Tithin thuty (30) days after the piobate of my V�jill, it shall be presumed that there is no othei statement or list. Any subsequently discovered list shall be ignoi ed. (b) Other Propeitv to Children. I give any pioperty of the type desciibed in this Item and not set forth in a wiitten list to my childien, to be divided among them as they shall agiee. Should tliere be no agieement, this piopeity shall be divided among iny children by the Executoi in as neaily equal portions as is deemed practical in the discietion of the Executor, having due regard to their personal preferences. ITE1�2 V: Residue. I give the iesidue of my estate, not disposed of in the pieceding poitions of this VVill, to my children, in equal shares. If any of my childien do not survive me, the share of my deceased child shall be paid to his or her then living issue, per stiipes. ITEM VI: Administiative Powers. In addition to the poweis granted at law, the Executor shall possess the follou�ing pou�eis, each of which shall be construed bioadly and may be exercised without couit Law Offices of Sa.idi5 a1�Ploval, }�ut in a fiduciary capacity only: Sullivan & Rogers (a) Retain Investznents. To retain any investinents I 635 Norch 12th Street have at my death, including specifically those consisting of stock Suite 400 Lemo}�ne,PA 1�043 of any bank even if I have named that bank as the E�ecutoi. (b) Varv Investments. To varST investments and to invest in bonds, stocks, notes, real estate mortgages or othei P a ge 2 �� 4-..— securities or in other property, real or personal, v�Tithout being iestiicted to so-called "legal investments", and �uithout being limited b5� an�- statute oi rule of law regaiding investments by fiduciaries. (c) Division of Assets. In order to divide the principal of m5T estate oi make distiibutions, the Executor is authorized to distiibute personal property and real piopeity partly oi wholly in kind, and to allocate specific assets among beneficiaries so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executoi is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, or othei obligations, with as wide powei s as an individual ou�ner in fee simple. (d) Sell Assets. To sell either at public or piivate sale any or all ieal oi personal property seveially oi in conjunction with other persons, and to consummate sale(s) by deed(s) oi other instrument(s) to the puichaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money or to make inquuy into the validity of any sale. The Executor is authorized to make, execute, acknowledge and delivei deeds, assignments, options or other wiitings as necessary oz convenient to cairy out the powers confeiied upon the Executoi. (e) Encumber Real Estate. To mortgage real estate, Law Offices of Sa.idis and to make leases of real estate. Sullivan & Rogers (� Boirow l�2onev. To borrow rioiley fiom any person, 635 North 12ch Street including the Executor, t0 �ay indebtedness of mii7e or of my Suite 400 Lemoyne,PA 17043 estate, expenses of administration oi inheiitance, legacy, @State and other taxes, and to assign and pledge assets of my estate. P a e 3 �� 1.-- g (g) Pa�T Costs. To pa5- all costs, taxes, e�penses and charges in connection ��ith the administiation of my estate. (h) Distributions ��rithout Court Oider. To make distributions of income and of piincipal to the �roper beneficiaries, during the administration of my estate, v��ith or without court order, in such manizei and in such amounts as my Executor deems prudent and ap�ropiiate. (i) Vote Stock. To exercise votiilg iights with respect to secuiities which foim a part of my estate, and to exeicise all the powers incident to the ownership of secuiities. (j) Reor�anize. To unite «�ith othez owners of propeity similar to propeity in my estate to cairy out any plans for the reorganization of any company whose securities form a part of my estate. (k) Disclaim. To disclaim any interest in pioperty which would devolve to me or my estate b5� whatever means, including but not limited to the following means: as beneficiaiST under a will, as an appointee under the exeicise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfei, and as a donee under a third-party beneficiary contract. (1) Ta� Retuins. To prepare, execute and file tax returns of any type requiied by applicable law, and to inake all Law Offices of Sa.idis tax elections authorized by la«T. Sullivan & Rogers (�) Allocate Ext�enses. To allocate administi ative 635 North 12th Street expenses to income or to piincipal, as the Executoi deems Suite 400 Lemoyne,rn��043 appropriate. However, no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of an5� estate ta� iilarital deduction or estate tax chaiitable deduction. Pa e 4 ��\C" `--'-, g (n) Emplov Advisors. To employ custodians of propezt�T, investment oi business advisors, accountants and attorneys as the Executor deems appropriate, and to compensate these peisons fiom assets of my estate, without affecting the compensation to v��hich the Executor is entitled. (o) Adiust Basis. To make any adjustment to basis authoiized b5� law, including, but not limited to incieasing the basis of any propeity included in my estate, whethei or not passing under this V�Till, by allocating any amount by which the bases of assets may be increased. The Executor shall be undei no duty and shall not be required to allocate basis increase exclusively, primarily, or at all to assets �vhich pass as part of m5� probate estate as opposed to othei property foi which a basis adjustment is allowable. The Executoi shall allocate basis increase equitably among those beneficiaiies ieceiving propeity as a result of my death, but shall not be liable to any person, nor subject to removal or suicharge, foi any reasonable allocation of basis inciease. (p) Com�romise Claims. To compiomise claims. (q) Othei Act.s. To do all other acts in the Executor's judgment deemed necessary or desirable for the pro�er and advantageous management, inz�estment and distribution of the estate. ITEM VII: Beneficiaries Under A�e 25. If a Law Of£ices of Sa.idis beneficiary undei the age of twent5�-five (25) yeais is entitled to receive assets Sullivan under this ��%ill, the peison who served as Executor of my estate shall retain & Rogers those assets as Custodian for the beneficiaiy under the Pennsylvania Unifoim 635 North 12th Street Ti ansfers to Minoi s Act. The Custodian may i eceive and administer all Suite 400 Lemo}'ne,Pn��043 assets autliorized by law, and shall have full authority as provided in the Pennsylvania Unifoim Transfeis to Minors Act to use assets in the manner the Custodian deems advisable foi the best interests of the beneficiar��. I also designate the person who served as Executoi of my estate as successoi Page 5 `^�<� Custodian of any property for v��hich I am custodian under any Uniform Gifts to Minors Act or Uniform Ti ansfers to �Zinors Act. ITEM VIII: Survival. Any peison who has died within tnirty (30) days of my death, or under such circumstances that the ordei of oui deaths cannot be established by pioof, shall be deemed to have predeceased me. ITEM IX: E�ecutors. I make the following provisions v��ith respect to Executors: (a) Initial Executoi. I appoint my son, SCOT J. WILLIAl��ISOI�T, to serve as E�ecutor. (b) Successor Executor. In the event that my son, SCOT J. `�rILLIAMSON, is unable or iefuses to serve as E�ecutoi, I appoint my daughter, NAN L. �TERNAZZA, to serve as E�ecutor. (c) Compensation. The Executor shall have the iight to ieceive ieasonable compensation for seivices iendeied and reimbuisement for ieasonable expenses. (d) Standard of Caie. No Executoi shall be liable or accountable foi any loss that may result fiom the good faith e�;ercise of the authoiity granted in this Will. (e) Secuiity. The Executor is specifically ielieved fioui Law Offices of Saidis the duty of filing bond oi entering security. Sullivan & Rogers IN VVITNESS WHEREOF, I have set my hand and seal to this, �3s�Tor�h�zth s�reet my Last Will and Testament, consisting of this and the preceding five (5) Suite 400 Lemoyne,Pn��043 pages, at the end of each page of which I have also s�my initials for greatei security and bettei identification this�-� day of -1 � , 20 l,� (S AL) C . I «je, the undersigned, hereby certify that the foregoing�Till was signed, sealed, published and declared by the above-named Testator as and for his Last «Till and Testament, in the presence of us, who, at his request and in his �resence and in the presence of each other, have liereunto set our hands and seals the day and year first above wiitten, and we ceiti�� that at the time of the e�ecution thereof, the Testator was of sound and disposing mind and memory. /f ,� 1 / _ /�1 �(,� (SEAL) Residing at 1�U`1 �,nfi��I//?�(�t �1S��a % � (SEAL) Residing at � � � �-�� S � / �?�J 5� Law Offices of Saidis Sullivan & Rogers 635 North 12ch Screet Suite 400 Lemoyne,PA 17043 ACKNOV�rLEDGMEI�,TT COMI�ZON`«rEALTH OF PENNSYLVA�TIA ) � ! �/`' � j SS: C OUNTY O F wl� k'E`�-� I, CR,.�IG A. WILLIAl��ISON, Testatoi, u�hose name is signed to the attached or foregoing instiument, having been duly qualified accoiding to law, do hereby acknowledge that I signed and e�ecuted the instrument as my Last «Till and Testaznent; that I signed it willingly; and that I signed it as my free and voluntaiy act for the purposes therein expres . AL) CRAIG A. ��TILLIAMSON Sworn to and subsciib�d before me this�.��day of �� , 20��. �1--_ �-�./`�-'�--- � Notary Pu lic M�- Cominission Expires: (SEAL) Law Offices of S a,idis Sullivan & Rogers COMMONINEALTH OF PENNSYLYANIA 635 Norch 12ch Streec NOTARIAL SEAL Suite 40o CYNTHIA J RULE,NoiBry Pub�iC Lemoyne,rn i�o43 gorough of Lemayne,Cumbertand Cou�y Commissron Expires February 3,201fi AFFIDA��IT COMMOI��GTEALTH OF PENNSYL�?ANIA ) ,� ) SS: COUNTY OF ��'-� ) ��1�e, � �l and � C Pf S , the ��itnesses whose names are signed to the attaclied or foiegoing instruinent, being duly qualified accoi ding to lau�, do depose and say that we ��eie present and saw Testator, CRAIG A. «TILLIAl��ISON sign and e�ecute the instrument as his Last ��'ill and Testament; that Testator signed willir gly and that he executed the ��Jill as his fiee and voluntaiy act for the purposes theiein expressed; that each of us in the hearing and sight of the Testator signed the Will as ��1�itnesses; and that to the best of oui knowledge the Testatoi was at that time eighteen (18) or more yeais of age, of sound mind and under no constraint or undue influence. '! � � �itness V��it ess Swoin to and subsciib�e before me this�� daST of , 20fa: Law Offices of �� / �J ��—�— Saidis Sullivan I�Totaiy Pu�lic & Rogers �-Zy Commission E�pires: 635 Norch 12ch Screec (SEAL) Suite 400 Lemoyne,PA 17043 COMMONMfEALTFI OF PENNSYLYANU► NOTARIAL SEAL CYNTHIA J RULE,Notary Public Borotgh� Cumberi�d Coun!y M CammissiMl+�nt n�e,, s Febru 3,20f6 Law Offices of SAIDIS, SULLIVAN & ROGERS A PROFESSIONAL CORPORATION 635 NORTH 12'"STREET,SUITE 400 CARLISLE OFFICE: r:or�Er:�r c.sA�n[s LEMOYNE,PENNSYLVANIA 17043 2�wEST x[cx STREET DA�IIEL I_.SULI_IVAN TELEPHONE:(717)612-5800-FACSIMILIE(717)612-5805 CARLISLE,PA 17013 ELYSE F..POGEPS EMAIL:attorney��ssr-attorne s.�com TELEPHONE:(717)243-6222 JOHN A.FEICHTEL www.ssr-attorneys.com FACSIMILE:(717)243-6486 MAPYLOU MATAS ANNA BORRO HAYS Of Counsel DLAN E.REYNOSA STEPHEN L.GROSE TODD F.1'I�L'I�iTZ. SEAN M.SHLiLTZ REPLY TO LEMOYNE H,a�vNaH wH17•E-GissoN October 16, 2014 717-612-5804 aborroh avsC,s��attorneys.co�n � �� HAND-DELIVERED c o � � `T' c-�-' �;; � � c� r'' w,:. �,� ""� _,> :� Register of Wills of Cumberland County ��=' � � `=' ,.., ..,3 One Courthouse Square � " � �' � k�=' Carlisle, PA 17013 " ' `�' � , �.� :. , � -�-r F'—� � Re: Estate of Craig A. Williamson ��i o ;= ►`n File No: 2014-00136 � �"' "' � � -�n Deai Madam: Enclosed for filing with your office are the following: 1. Original and one copy of the Pennsylvania lnheritance Tax Return. Please note there is a refund due. 2. Inventory. Please timestamp and return the extra copy of this letter which is enclosed. If you have any questions or require additional information, please do not hesitate ta contact me. Sincerely yours, �� Anna Borro Hays cjr Enclosures cc: Scot J. Williamson (w/o enclosure)