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HomeMy WebLinkAbout11-03-14 � 1505610140 REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY eureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number Po sox 2soso� 2 1 1 4 0 2 4 1 Harrisburq, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 3 0 3 2 0 1 4 0 1 1 0 1 9 3 1 DecedenYs Last Name Suffix DecedenYs First Name MI H A T F I E L D J 0 H N G (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI H A T F I E L D S U S A N E Spouse's Social Security Number 2 7 3 3 8 7 6 9 O THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1.Original Return � 2.Supplemental Return � 3. Remainder Return(Date of Death Prior to 12-13-82) � 4.Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) ❑X 6. Decedent Died Testate � 7. Decedent Maintained a Living Trust 1 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) � 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST�BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime�lephone NuriFber � I V 0 V • 0 T T 0 I I I 7 1 � � 4 3� 3 ��3 �; 1 �' -�, �� �,-, �a R�¢IS�R�O�WILLS USE ONL II i �J `1 j ,...J i _ ...; , . .. �. First Line of Address " , ' 1 0 E A S T H I G H S T R E E T ' � � n.':' = ,-, Second Line of Address II fv !"'" r�,� � c�� c'� I rv -�, � DATE FILED i City or Post Office State ZIP Code '� ---- -- -----, C A R L I S L E P A 1 7 0 1 3 CorrespondenYs e-mail address: IOTTO(�u,MARTSONLAW.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 and complete.Declar ' of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI NATUR PERSON RESP N G R U D E � �D/� A DR S 975 GRA D WAY MECHANICSBURG PA 17050 SIGNA E A ER OTHER THAN REPRESENTATIVE � AJ,�� �O �� ADDRESS 10 EAST HIGHT STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 � 150561�140 1505610140 J � J 1505610240 REV-1500 EX(FI) DecedenYs Social Security Number �ecede�es Name: J 0 H N G • H A T F I E L D RECAPITULATION 1. Real Estate(Schedule A) 1. � • � � . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 1 6 8 3 2 6 5 . 7 1 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. • 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 6 4 2 7 7 . 6 1 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. 1 � 4 7 8 9 4 . 8 � 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 2 7 9 5 4 3 8 . 1 2 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 1 3 6 7 � 2 . 7 2 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. � • � � 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 1 3 6 � 7 2 . � 2 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 2 6 5 8 6 6 5 . 4 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. . 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 2 6 5 8 6 6 5 . 4 � TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(�.2)x.o _ 2 2 3 6 8 6 3 . 1 4 �5. 0 . 0 0 16. Amount of Line 14 taxable at�inea�rate X.045 4 2 1 8 0 2 . 2 6 �s. 1 8 9 8 1 . 1 0 17. Amount of Line 14 taxable at sibling rate X.12 � . 0 � 17. � . � � 18. Amount of Line 14 taxable at collateral rate X.15 � • � 0 18. 0 • 0 � 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. �, 8 9 8 1 • 1 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 L 1505610240 150567,0240 � REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 14 024� DECEDENT'S NAME JOHN G.HATFIELD - —_. STREETADDRESS CITY _ �_- - —--- STATE � ZIP Tax Payments and Credits: �• Tax Due(Page 2,Line 19) (1) 18,981.10 2. Credits/Payments A.Prior Payments 20,000.00 B.Discount 1,052.63 Total Credits(A+g) �2� 21,052.63 3. I nterest (3) 4, If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 2,071.53 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ...................................................................... ❑ X❑ b. retain the right to designate who shall use the property transferred or its income ............................... ❑ X� c. retain a reversionary interest ..................................................................................................... ❑ � d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... X❑ ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. X❑ ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as notetl in p2 P.s.§s��s(a)(���. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCETAXRETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER JOHN G. HATFIELD 21 14 0241 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Merrill Lynch-Investment Account#872-96196 1,683,265.71 see attached TOTAL(Also enter on Line 2,Recapitulation) $ 1,683,265.71 If more space is needed, insert additional sheets of the same size REV-1508 EX+(OS-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS � MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: JOHN G.HATFIELD 21 14 0241 Include the proceeds of litigation and the date the proceeds were received by the estate. Ali property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2010 Ford Mustang 15,678.00 Valuation is per Kelley Blue Book,see attached 2. Miscellaneous personal property 40,000.00 3. Highmark-refund,prescription drug plan premium 122.08 4. AT&T-refund,cell phone 49.49 5. Coin and bill collection 7,188.00 See attached appraisal 6. Highmark-refund,healthcare insurance premium 215.09 7. Miscellaneous cash deposit 500.00 8. Ameriprise-dividend checks received prior to death but deposited after death 127.28 ($4.28 check dated 02/03/2014+$123.00 check dated 02/28/2014) 9. Lehigh University-annuity check received prior to death but deposited after death 397.67 ($397.67 check dated 02/28/2014) TOTAL(Also enter on Line 5,Recapitulation) $ 64,277.61 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER JOHN G. HATFIELD 21 14 0241 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATEOFDEATH %OFDECD�S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPIICABLE) VALUE 1. Ameriprise-IRA Account #0931 0165 4311 4 004 3,525.19 100.00 3,525.19 Beneficiaries=James W.Hatfield(son) 1/3,John W.Hatfield(son) 1/3,and Jane H.Erickson(daughter) 1/3. See attached. 2. Ameriprise-IRA Account#0020 1484 5712 8 002 7,010.64 100.00 7,010.64 Beneficiaries=James W.Hatfield(son) 1/3,John W.Hatfield(son) l/3,and Jane H.Erickson(daughter) 1/3. See attached. 3. Vanguard-Investment Account#099576133363,transfer on death, 668,868.32 100.00 668,868.32 Beneficiary=Susan E.Hatfield(spouse) 100°/a See attached. 4. Vanguard-Rollover IRA#09900656539,Beneficiary=Susan E. 354,190.65 100.00 354,190.65 Hatfield(spouse) 100% See attached. 5. Cash gift within 1 year of death-John Erickson(son-in-law) 3,850.00 100.00 3,000.00 850.00 6. Cash gift within 1 year of death-Jane Erickson(daughter) 3,850.00 100.00 3,000.00 850.00 7. Cash gift within 1 year of death-James Hatfield(son) 3,850.00 100.00 3,000.00 850.00 8. Cash gift within 1 year of death-Ann Hatfield(daughter-in-law) 3,850.00 100.00 3,000.00 850.00 9. Cash gift within 1 year of death-John Hatfield(son) 7,600.00 100.00 3,000.00 4,600.00 10. Cash gift within 1 year of death-Joseph Hirsch(step-daughter's 3,850.00 100.00 3,000.00 850.00 husband) 11. Cash gift within 1 year of death-Beth Hirsch(step-daughter) 3,850.00 100.00 3,000.00 850.00 12. Cash gift within 1 year of death-Christopher Crowley(step-son) 7,600.00 100.00 3,000.00 4,600.00 13. Cash gift within 1 year of death-James Erickson(grandson) 850.00 100.00 850.00 0.00 14. Cash gift within 1 year of death-Ellie Erickson(grandaughter) 850.00 100.00 850.00 0.00 15. Cash gift within 1 year of death-Daniel Hatfield(grandson) 850.00 100.00 850.00 0.00 16. Cash gift within 1 year of death-Michael Hatfield(grandson) 850.00 100.00 850.00 0.00 TOTAL (Also enter on Line 7,Recapitulation) $ 1 047 894.80 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOHN G. HATFIELD 21 14 0241 DecedenYs Name Page 1 File Number Schedule G -Inter-Vivos Transfers 8� Misc. Non-Probate Property DESCRIPTION OF PROPERTY ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATEOFDEATH %OFDECD�S EXCLUSION TAXABLE NUMBER THEDATEOFTRANSFER.ATfACHACOPYOFTHEDEEDFORREALESTATE. VALUEOFASSET INTEREST (IFAPPLICABLE) VALUE 17. Cash gift within 1 year of death-Steven Cardone(step grandson) 850.00 100.00 850.00 0.00 SUBTOTAL SCHEDULE G GRAND TOTAL SCHEDULE G $ 1,047,894.80 REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JOHN G. HATFIELD 21 14 0241 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers-Harner Funeral Home,Inc. 11,036.00 2. Market Square Presbyterian Church-donation for minister and organist 300.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Susan E.Hatfield 64,931.57 StreetAddress 975 Grandon Way City Mechanicsburg State PA Z�p 17050 Year(s)Commission Paid: 2. Attorney Fees: Martson Law Offices(estimated) 59,179.82 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: Register of Wills,Cumberland County 1,013.50 5 Accountant Fees: 6. Tax Return Preparer Fees: 7, Landex title search 0.35 8. Additional probate fees-Register of Wills,Cumberland County 150.00 9. US Postal Service-Certified Mail Delivery, Safe Deposit Inventory Notice to PA Dept of Rev 6.48 ]0. Ibis Appraisal Services-appraisal of coin and bill collection 150.00 I 1. Register of Wills-one(1)additional short certificate 5.00 TOTAL(Also enter on Line 9,Recapitulation) $ 136,772.72 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JOHN G.HATFIELD 21 14 0241 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. James W. Hatfield Lineal 79,395.88 536 Daventry Road 5%of residue Berwyn,PA 19312 2. John W.Hatfield Lineal 79,395.88 1625 North Western Avenue,Apt 501 5%of residue Chicago,IL 60647 3. Jane H.Erickson Lineal 79,395.88 342 Forest Avenue 5%of residue River Forest,IL 60305 4. Christopher Paul Crowley Lineal 79,395.88 6024 Mockingbird Drive 5%of residue Mechanicsburg,PA 17050 5. Beth Ann Hirsch Lineal 79,395.88 517 Marcel Drive,Harris Hills 5%of residue Harrisburg,PA 17109 6. Susan E.Hatfield Spousal 1,190,938.17 975 Grandon Way 75%of residue Mechanicsburg,PA 17050 7. James W.Hatfield Lineal 1,175.57 536 Daventry Road Sch G,Line 1 Berwyn,PA 19312 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needetl,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOHN G. HATFIELD 21 14 0241 DecedenYs Name Page 2 File Number Schedule J -Beneficiaries -1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 8. John W.Hatfield Lineal 1,175.57 1625 North Western Avenue,Apt 501 Sch G,Line l Chicago, IL 60647 9. Jane H.Erickson Lineal 1,175.56 342 Forest Avenue Sch G,Line 1 River Forest,IL 60305 10. James W.Hatfield Lineal 2,332.05 536 Daventry Road Sch G,Line 2 Berwyn,PA 19312 11. John W.Hatfield Lineal 2,332.05 1625 North Western Avenue,Apt 501 Sch G,Line 2 Chicago,IL 60647 12. Jane H.Erickson Lineal 2,332.06 342 Forest Avenue Sch G,Line 2 River Forest,IL 60305 13. Susan E.Hatfield Spousal 668,86832 975 Grandon Way Sch G, Line 3 Mechanicsburg,PA 17050 l4. Susan E.Hatfield Spousal 354,190.65 975 Grandon Way Sch G,Line 4 Mechanicsburg, PA ]7050 15. John Erickson Lineal 850.00 342 Farest Avenue Sch G,Line 5 River Forest,IL 60305 16. Jane H. Erickson Lineal 850.00 342 Forest Avenue Sch G, Line 6 River Forest,IL 60305 17. James W.Hatfield Lineal 850.00 536 Daventry Road Sch G, Line 7 Berwyn,PA 19312 18. Ann Hatfield Lineal 850.00 536 Daventry Road Sch G,Line 8 Berwyn,PA 19312 l9. John W.Hatfield Lineal 4,600.00 1625 North Western Avenue,Apt 501 Sch G,Line 9 Chicago,IL 60647 20. Joseph Hirsch Lineal 850.00 517 Marcel Drive,Harris Hills Sch G,Line 10 Harrisburg,PA 17109 21. Beth Ann Hirsch Lineal 850.00 517 Marcel Drive,Harris Hills Sch G,Line 11 Harrisburg,PA 17109 Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOHN G. HATFIELD 21 14 0241 DecedenYs Name Page 3 File Number Schedule J -Beneficiaries-1 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 22. Christopher Paul Crowley Lineal 4,600.00 6024 Mockingbird Drive Sch G,Line 12 Mechanicsburg,PA 17050 23. James Erickson Lineal 0.00 342 Forest Avenue Sch G, Line 13 River Forest, IL 60305 24. Ellie Erickson Lineal 0.00 342 Forest Avenue Sch G,Line 14 River Forest,IL 60305 25. Daniel Hatfield Lineal 0.00 536 Daventry Road Sch G,Line 15 Berwyn,PA 19312 26. Michael Hatfield Lineal 0.00 536 Daventry Road Sch G,Line 16 Berwyn,PA 19312 27. Steven Cardone Lineal 0.00 517 Marcel Drive,Harris Hills Sch G, Line 17 Harrisburg,PA 17109 28. Susan E. Hatfield Spousal 15,678.00 975 Grandon Way Sch E,Line 1 Mechanicsburg,PA 17050 29. Susan E.Hatfield Spousal 7,188.00 975 Grandon Way Sch E,Line 5 Mechanicsburg,PA 17050 • F:�FlLES\DATAFILE\EstatePlanwng\10425.I.h.will1007 . ' � . ' ��_�f��'..- . __"'�� �i ' ; 1` �r . i _' - � ._�,'J .. . , �i{?�� ��R I 4 ��1 2� 5� LAST WILL AND TESTAMENT I,JOHN G.HATFIELD,of Hampden Township,Cumberland County,Pennsylvania,being of so��j����i�;��T mind and memory, do hereby make, publish and declare this to be my Last Wi�Y`�i'��estamen�t'he�reb revokin an and all form Y g y er Wills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes(whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executrix shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give such items of personalty as are itemized in a certain list, if any, attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. 3. I give, devise and bequeath Five percent (5%) of the residue of my estate to each of my children and stepchildren,JAMES W.HATFIELD,JOHN W.HATFIELD, JANE H. ERICKSON, CHRISTOPHER PAUL CROWLEY and BETH ANN HIRSCH. 4. I give, devise and bequeath all of the rest, residue and remainder of my estate,both real and personal property, unto my wife, SUSAN E. HATFIELD, absolutely. 5. In the event my said wife, SUSAN E. HATFIELD, shall predecease or fail to survive me by more than thirty(30)days, then I give,devise and bequeath all of the rest, residue and remainder of my estate, both real and personal property, unto my children and stepchildren, JAMES W. HATFIELD, JOHN W. HATFIELD, JANE H. ERICKSON, CHRISTOPHER PAUL CROWLEY and BETH ANN HIRSCH, in equal shares, absolutely. 6. I nominate, constitute and appoint my wife, SUSAN E. HATFIELD, as Executrix of my itials) Page 1 of 3 Pages estate. In the event my said wife shall be unable or unwilling to serve in such capacity, then I appoint my children, JAMES W. HATFIELD, JOHN W. HATFIELD and JANE H. ERICKSON, to act in such capacity. In the event any of my said children shall be unable or unwilling to act in such capacity, the other(s) of my said children shall act as Executor(s). 7. I direct that neither my Executrix nor her successors shall be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 8. 1 authorize and empower my Executrix, or her successors, in their sole and absolute discretion,to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature;to sell, lease,pledge,mortgage, transfer,exchange,dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation ofmy estate;to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executrix, or her successors, consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition,I direct that my Executrix,or her successors,shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. , IN WITNESS WHEREOF I have hereunto set my hand and seal this �; 'f``� day of ,� - -��, _.i������� t��r � '^ ;' • � ,_ ' (SEAL) John . Hatfield SIGNED, SEALED, PUBLISHED AND DECLARED bythe above-named Testator,as and for li' L t ill and Testament, in the presence of us,who at his request,have hereunto subscribed our na e �s itnesses thereto, in the presence of the said Testator and of each other. , �_ ,���� 'E�,r=-� � � �"`��: -� >> � _ u Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We,John G.Hatfield,Ivo V. Otto III,and %����a r�_, � ;� C=�.:n��t;��-� ,the Testator and the witnesses,respectively,whose names are signed to the foregoing instrument,being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that the Testator has signed willingly, and that the Testator executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses,in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older,of sound mind and under no constraint or undue influence. Jot�n . Hatfield, Tes 'or I � Witness ���} �;� - --� i/' !'Li�L?�— �:-'lti.c,.(,;,r• Witne s Subscribed, sworn to and acknowledged before me by John G. Hatfield, the Testator, and subscribed and sworn to before me by Ivo V.Otto III and ,:ti'{,,�, c�'> '� C_y�r�.,�f'�► , ,the witnesses, this;r"�h day of _�����,�<<,,.L,� �;y�{�'j . ;:1-- _ i _� - ./ f'- / �'',-r�- �. ��n..�.�,� � � �:.� ,; �,/ a Notary Public CO?��tONWEALTH OF PENNSYLVAMA NOTARIAL.SEAL Victur�a L C�tto,Notary Public C�hrliste tiorough,C��mberland County N�summission expires December?0,2010 Page 3 of 3 Pages �, d o � .` � o c� cYi o v > �n °o y t� v_ � � � � N � y � �1' � I� �t C L � C� � U � � z > Q _ � � � � — � N •� � � M � � `' �� L C O O N ll- � y � � O � O -a O � O = � •- � � N O N �� � � � (0 . . . . . . � C M � � y � Q O O � � � � � W � p _Q � N � _ � O � Y Y U � � O �- � Q 2 O O O.. 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's,�,$,z:: S: � �.Sk>^w + � 3�" a,'y� Good Condition Private PartY Values valid for your area[hrough nCve�,-ii�zn;ent Whv aAs? 5/29/2�1a Track this car's values Tell Us About This Car Owners�ike you rated the ZO10 Mustang 9.2 out Write your own review of 10. Next Steps to Selling Your Car " � "� GetanlnstantCash Startyouroffer Auco Offer Traderc� Find dealers ready to buy or trade in your car-today! Benchmark Local Prices See tistings ��������N� _ ee what dealers and private seilers in °• �irea are asKing ror your car. �^fny aas� �_r�� , ,y�,;y�+ ,� Recently Viewed Cars 1 "����ed Cars Save car � �.�� � � �_,i��-��,•'� � http://www.kbb.com/ford/mustang/2010-ford-mustang/coupe-2d/?condition=good&vehicl... 5/27/2014 ��..,,�,�,�.�� �- _ APPRAISAL REPORT PERSONAL PROPERTY (COINS & CURRENCY) HATFIELD ESTATE [10425.10) Personal Property of the Estate of John G. Hatfield, deceased [10425.10] Personalty Currently Located at: Martson Law Offices 10 East High St. Carlisle, PA 17013 Clients: Susan Hatfield, Executrix Ivo Otto, Esq. Martson Law Offices 10 East High St. Carlisle, PA 17013 Intended Users: Susan Hatfield, Executrix Ivo Otto, Esq. Any Other Person(s) Authorized by the Clients Effective Date of Appraisal: d.o.d. March 03, 2014 Date of Report: July 20, 2014 ��IL71S A��JYG11Sa� SeY'U1CeS r¢S N.Flanaver St.. ��� P.O.Bo,x�2¢ Car�sle PA rlor3 (717)243-3474 info�ibisappraisals.com iv�vu:ibtsappraisals,com [bis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 1 of 13 �C'I-� �= f _:��t� ��i �'� TABLE OF CONTENTS Table of Contents 2 Appraisal Scope of Work 3 Appraisal Extraordinary Assumptions 3 Appraisal Hypothetical Conditions 3 Appraisal Summary 4 Personal Property(Coins & Currency) Listing 5 Appraisal Summary (Copy) g Glossary 9 Appraisal Certification 10 References 11 Privacy Notice 12 Statement of Qualifications 13 Ibis Appraisal Services July 20,2014 Hatfield Estate(1042510)Coin Appraisal Page 2 of 13 .::.�C� �'�l � � .��"��:",�.�'�''",� � APPRAISAL SCOPE OF WORK I hereby certify that, upon the client's request for the appraisal of the estate personal property (coins & currency) of John G. Hatfield, deceased [10425.10]. I have appraised the estate personal property (coins & currency) to determine the Fair Market Value for the purpose of estate administration, estate taa�es and equitable distribution between heirs. The effective date is, as of the d.o.d. March 03, 2014 and reported on July 20, 2014. The clients in this estate appraisal are Susan Hatfield, Executrix and Ivo Otto, Esq. The intended users of this appraisal are Susan Hatfield, Exec., Ivo Otto, Esq., heirs and family of the John G. Hatfield Estate [10425.10], and any other person(s) authorized by Susan Hatfield, Exec. and Ivo Otto, Esq. I have personally and physically inspected the listed personal property (coins & currency). The date of inspection was July 17, 2014. The personalty(coins & currency) was located at Martson Law Offices 10 East High St. Carlisle, PA 17013 and recorded in the presence of Dena S. Brumbaugh, Estates Paralegal. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources (listed in the Reference Section) using a Sales Comparison Approach to determine Fair Market Value. [Fair Market Value is used in divorces and estates in the state of Pennsylvania.] A market data analysis with comparable sales transactions was used to reconcile the quality and quantity of data. Values are reported piece-by-piece, and/or as a whole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. All analyses, notes and paperwork are found in the workfile. Appraisal Extraordinary Assumptions & Hypothetical Conditions c�a Assumes that the items are properly identified. c�a No hypothetical conditions were used in this report. I�is Ap�raisa� -rvices t � ACyssa�.ZV. on , A�I�t ISAAccre� �blemder �irector �EO Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 3 of 13 � � �,� � ` ,- �..� ,��. �.... APPRAISAL SUMMARY It is in my opinion that as of the d.o.d. March 03, 2014 and reported on July 20, 2014 the Fair Market Value of the Estate Personal Property(coins&currency) of John G. Hatfield, deceased [10425.10]: (Seven Thousand One Hundred Eighty-Eight Dollars and Zero Cents) ($7,188.00) I�is Ap�raisa� Yvice �Cyssa L.�tN. o , SA A�Vt ISA Acc ted�Kember �irec or ciL C�EO The report must be read in its entiretv. The Appraisal Summarv ONLY is not the appraisal report. Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 4 of 13 S��..�'� � / -�T_�:"°'vnr-: �, PERSONAL PROPERTY (COINS & CL:fRRENCY) LISTING JOHN G. HATFIELD ESTATE [10425.10] *NOTE Value is as of the date of death (d.o.d.) March 03, 2014 - Gold: �1,350.10/ounce - Silver: $21.45/ounce 1 ,„,r,��.,, „Tt",,� �„7 Currencv. One (1) 1993 $1 bill. $1.00 , �� ,�� Corresponding Digital Photograph File: img 5987 jpg FD59123:i3h 1 ^� � E.`�fm.a+— ' �t:'.�., '3��i 2 ; � Currencv. Six (6) 1976 Bicentennial $2 bills. $12.00 r � Corresponding Digital Photograph File: img 5988 jpg ��! � � ,:.�� .. ``"= � s�, 3 Mint Set. One(1) Susan B. Anthony mint set with nine (9) $1 $9.00 Susan B. Anthony Dollar coins. Corresponding Digital Photogra�h Files: img 5989 & img 5990JPg � 4 , � ,� �� Coins.Nine (9) Susan B. Anthony Dollar coins. $9.00 � � ..`' � �` �`��` Corresponding Digital Photograph File: img 5991 jpg 5 �"`,�;� Coin. One (1) 1878 3¢Nickel. Steinmetz Investments Grade: $1,100.00 ,; ��� PR-64. Serial Number: 052284XSX. Inventory Number: 210- 2942. ` � Corresponding Digital Photograph Files: img 5992 & img_5993jpg Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 5 of 13 R,..». .k:P � ,....,.- ,�.,�..,.,,Y.F'l �'3 �,-� � ., k., 6 ` Coin. One(1) 1876 5¢ Shield Nickel. Steinmetz Investments $400.00 Grade: PR-64. Serial Number: 052284XSSX. Inventory �' Number: 220-2711. Corresponding Digital Photograph Files: img 5995 & img_5996jpg � . 7 " „ Coin. One (1) 1928-S 25¢ Standing Liberty Quarter. Steinmetz $500.00 "'' ' ' Investments Grade: MS-65. Serial Number: 0728830XX. � Inventory Number: 440-0306. ;� �, � Corresponding Digital Photograph Files: img 5998 & � ,`�'` ', img 5999J1�g r � ���� ' .,,,, � . '`, 8 ,,,�^°"�'�.,;� � Coin. One(1) 1943 50¢ Walking Liberty Ha1f Dollar. $125.00 � � Steinmetz Investments Grade: MS-65. Serial Number: -�:..r>, , � �' 011584YNX. Inventory Number: 540-4708. � ''��� r { �'"� "� " Corresponding Digital Photograph Files: img 6000 & ���'� img 6001 jpg 9 "- --.._-:a,. Coin. One(1) 1880-5 Morgan Silver pollar. Steinmetz $160.00 �F, � Investments Grade: MS-65. Serial Number: 022084XNX. � ,�" ;; Inventory Number: 630-5007. � - ,-;f,.. Corresponding Digital Photograph Files: img 6002 & �'�`"' im 6003. ' : h� ° g JPg :� � 10 �% � �! � " , ,� Coin. One (1) 1923 Peace Silver pollar. Steinmetz Investments $130.00 ��� ���' Grade: MS-65. Serial Number: 102483YSX. Inventory -,� �;��"�� ��;� Number: 640-3716. '�; �` u"` � • Corresponding Digital Photograph Files: img 6004 & , �. ,. � ,, _ � �., � ,..s�., 2 img 6005 jpg �� Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 6 of 13 �� � �'�==yr�--•� � i , . � , , . 11 ` Coin. One (1) 1924 $20 St. Gaudens gold coin. Steinmetz $1,600.00 Investments Grade: MS-64. Serial Number: 032054CRSX*. Inventory Number: ?60-2055. Corresponding Digital Photograph Files: img 6006& img 6007jpg 12 ' Coin. One (1) 1902 $2%2 Liberty gold coin. Steinmetz $400.00 '� 't Investments Grade: MS-64. Serial Number: 052185CPXX. , � �; � Inventory Number: 720-3675. Corresponding Digital Photograph Files: img 6012 & � ` img_6013jpg ��a � 13 -�, , Coin. One(1) 1978 Krugerrand(South Africa), loz gold coin. $1,370.00 � �� Corresponding Digital Photograph Files: img 6008 & img 6009jpg 14 �I Coin. One (1) 1984 $50 Maple Leaf(Canada), 1oz gold coin. $1,370.00 �� Corresponding Digital Photograph Files: img 6010& ,�rt img 6011jpg 15 Coin. One (1) 1983 British Pound (England) coin. $2.00 ` � Corresponding Digital Photograph Files: img 6014 & img 6015jpg ��:. �;<�. �_ . .. ,� �. � . Total $7,188.00 Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 7 of 13 ;.,... �-� � .��f���''�` �� �:.. � ^- APPRAISAL SUMMARY It is in my opinion that as of the d.o.d. March 03, 2014 and reported on July 20, 2014 the Fair Market Value of the Estate Personal Property(coins & currency) of John G. Hatfield, deceased [10425.10]: (Seven Thousand One Hundred Eighty-Eight Dollars and Zero Cents) ($7,188.00) I�is A��raisa� Services ACyssa G. . L , SA A�►�t ISA c e ed�Kember 1�ire or c�C`'EO The renort must be read in its entiretv. The Appraisal Summarv ONLY is not the appraisal report. Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 8 of 13 :�� � � ����rYn l <� . , , � � . GLOSSARY Extraordinary Assumption. An assumption, directly related to a specific assignment, which, if found to be false, could alter the appraiser's opinions or conclusions [USPAP]. Fair Market Va1ue. The price at which a property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of relevant facts [IRS Regulation Section 1.170A-1(c)(2)]. Fair Market Value Expanded. Fair Market Value is not to be determined by a forced sale...nor is the Fair Market Value of an item of property to be detened by the sale price of the item in a market other than that in which such an item is most commonly sold to the public...taking into consideration the location of the item where appropriate. [Treasury Regulation § 20.2031-1(b)]. Hypothetical Condition. That which is contrary to what exists but is supposed for the purpose of analysis [USPAP]. Sale Comparison Approach. This approach compares an object property's characteristics with those of comparable objects that have recently sold in similar transactions [Wikipedia]. Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 9 of 13 �����''1 �"_ --�..�.;.-_�.-�-�,,.�._ �.� t . . . . . � CERTIFICATION OF APPRAISAL I certify that,to the best of my knowledge and belie£ - The statements of fact contained in this report are true and correct. - The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. - I have no present or prospective interest in the property that is the subject of this report and no personal interest with respect to the parties involved. - I have performed no services, as an appraiser or in any other capacity, regarding the property that is the subject of this report within the three-year period immediately preceding acceptance of this assignment. - I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. - My engagement in this assignment was not contingent upon developing or reporting predetermined results. - My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client,the amount of the value opinion,the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. - My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. - I have made a personal inspection of the property that is the subject of this report. - Frank R. Loney (Ibis Appraisal Services Numismatist) provided significant personal property appraisal assistance to the person signing this certification. This appraisal was based upon the following assumptions, limitations, and conditions: 1. No responsibility is assumed for matters that are legal in nature, including, but not limited to: the representation of others concerning the value, authenticity, condition, origin, or provenance of an item appraised. 2. The appraiser assumed that a normal and careful examination of the property was sufficient to determine its quality and condition, and that no extraordinary examination procedures were to be utilized, unless these were specially requested and the expenditure of funds therefore autharized. 3. The appraiser's court attendance and expert testimony report, if required, are not included as part of this report. The appraiser does have the right to refuse testimony. It is the firm belief of the appraiser that the information furnished in this appraisal report and the conclusions drawn from this information are true and correct,but they are not guaranteed. I�is A�praisa� �eyvi s , ; ;. � ACy sa L. . o ISA A9►�1 ISA c rted9Kemder �irec r c�CYEO July 20,2014 Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 10 of 13 T :� �C�� �- � ������� ti . . � . APPRAISAL REFERENCES Cordier Antiques&Auctions. 1500 P�ton St. Harrisburg, PA 17104. http://www.cordierantiques.com Crai '� s List. http://www.craigslist.com eBav. http://www.ebay.com I.R.S. Publication 561: Determining the Value of Donated PropertY. http://www.irs.gov/pub/irs- pdf/p561.pdf Live Auctioneers. http://www.liveauctioneers.com Morphv Auctions. 2000 N. Reading Rd., Denver, PA 17517. 717-335-3435. http://www.morphyauctions.com/ Pook& Pook. 463 East Lancaster Ave. Downingtown, PA 19335. 610-296-4040. http://www.pookandpook.com Prices for Antiques. http://www.p4a.com Proxibid. http://www.proxibid.com Terapeak. http://www.terapeak.com Treasury Re ulg ation � 20.2031-1(b). Title 26: Internal Revenue. Chapter I: Internal Revenue Service, Department of the Treasury(Continued). Part 20: Estate Tax; Estates of Decedents dying after August 16, 1954. Sec. 20.2031-1: Definition of gross estates; valuation of property. U.S. Treasur��ulations Section 1.170A-1(c��2): Charita.ble, etc., Contributions and Gifts; Allowance of Deduction. http://www.taxalmanac.org/index.php/Reg._1.170A-1 Uniform Standards of Professional Appraisal Practice. http://www.appraisalfoundation.org Wikipedia. http://en.wikipedia.org/ Worthpoint. http://www.worthpoint.com Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 11 of 13 ._.C. -�'�I �..� � -�T_"p t"�.".``rr'' � �..�-� . , , . - r PRIVACY NOTICE Pursuant to the Gramm-Leach-Billey Act of 1999, effective July l, 2001, appraisers, along with all providers of personal financial services are now required by federal law to inform their clients of the policies of the firm with regard to the privacy of client nonpublic personal information. As professionals, we understand that your privacy is very important to you and are pleased to provide you with this information. In the course of performing appraisals, we may collect what is known as "nonpublic personal information" about you. This information is used to facilitate the services that we provide to you and may include the information provided to us by you directly or received by us from others with your authorization. We do not disclose any nonpublic personal information obtained in the course of our engagement with our clients to nonaffiliated third parties, except as necessary or as required by law. By way of example, a necessary disclosure would be to our independent contractors, and in certain situations, to unrelated third party consultants who need to know that information to assist us in providing appraisal services to you. All of our independent contractors and any third party consultants we engage are informed that any information they see as part of an appraisal assignment is to be maintained by strict confidence within the firm. A disclosure required by law would be a disclosure by us that is ordered by a court of competent jurisdiction with regard to a legal action to which you are a P�3'• We will retain records relating to professional services that we have provided to you for a reasonable time so that we are better able to assist you with your needs. In order to protect your nonpublic personal information from unauthorized access by third parties, we maintain physical, electronic, and procedural safeguards that comply with our professional standards to insure the security and integrity of your information. Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 12 of 13 �C� t � .��.��..� � • � r - r r ' • STATEMENT OF QUALIFICATIONS Alyssa L.W. Loney, ISA-AM PRESENTLY Founder of Ibis Appraisal Services. Owner and Director. October 2001- Present. Responsible for the management and direction of Ibis Appraisal Services. Conducts extensive on-site and in-house appraisals, valuations, assessments, and analyses of personal and cultural property. Conducts research on all objects considered personal and cultural property. Performs appraisals for divorces, estates and insurance. Performs in the service of law firms, banks, insurance agencies, universities, library, museums, churches, non-profit agencies and the general public. Responsible for the development of policies, guidelines, public programs, and standards for Ibis Appraisal Services. Takes an active role in promoting ethics in appraising. Works with local, state, national and international agencies to prevent and uncover appraisal and personal/cultural property fraud. Member of the International Society of Appraisers, American Society of Appraisers, and the Foundation for Appraisal Education. PROFESSIONAL COURSE COMPLETIONS ISA Course Completions - Core Course in Appraisal Studies - Antiques & Residential Contents - Advanced Report Writing USPAP Com�letion - Uniform Standards of Professional Appraisal Practice PROFESSIONAL ACCOMPLISHMENTS � State Historical and Underwater Archaeologist for the Sta.te of Louisiana. � Attended the Conservation of Indian Artifacts Symposium sponsored by the Smithsonian Institution and the Tunica-Biloxi Indian Reservation, Marksville, Louisiana. � Director of the West Virginia University Historical Costume Museum. � Research Archaeologist/ Artifact Instructar for CADW (Welsh Historic Monuments)/ University of York, England. � Research and Preservation Specialist for the Maryland Historical Trust. � Presented and published works for national and international organizations including the Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical Trust. EDUCATION B.Sc. Historical Textiles and Clothing, 1992, West Virginia University, Morgantown, West Virginia, United States. M.A. Archaeology, 1995, University of York, York, England. Ibis Appraisal Services July 20,2014 Hatfield Estate(10425.10)Coin Appraisal Page 13 of 13 ,.. ,�,.. �._yy` r--� �.�.� 1 L..... �:,� • .�...,..4 .. ��^�.a y � ! .... � Ameri rise 1 Ameriprise Financial Services, Inc. � RiverSource Life Insurance Company Financial o 70100 Ameriprise Financial Center Minneapolis, MN 55474 ameriprise.com May 13, 2014 Martson Law Offices 10 East High Street Carlisle, PA 17013 Dear Martson Law Offices, We received your request for the account values of John G Hatfield's accounts.�o�r�g,are the values as of March 3, 2014: Account Type: Account Number: Amount: 2 Mutual Fund 02014845712 002 $7,010.64 =���"� � i =���Y�` Annuity Deferred Trad 93101654311 004 $3,525.19 ,���+, � �-�--�,r,,-� � Please note: • Accounts may be subject to market fluctuation depending on the product. • We provide these values as a service to our clients. Actual values used in preparation of tax returns or for planning purposes should be verified by your qualified legal and tax professionals. For more information or assistance, please contact an Ameriprise Financial client service representative at 800.862.7919 and select Estate Settlements, Monday through Friday, 7 a.m. to 6 p.m. Central time. We appreciate the opportunity to serve you. Sincerely, �����8�..�., �.�(�4.J Q u George Tsafaridis Senior Vice President, Service Delivery Ameriprise Financial Services, Inc. RiverSource Distributors, Inc. (Distributor), Member FINRA. Insurance and annuity products are issued by RiverSource Life Insurance Company. Both companies are affiliated with Ameriprise Financial Services, Inc.O 2011-2014 Ameriprise Financial, Ine.All rights reserved. Page > 1 of 1 - . �!l�m�aat�.�-ci� John G.Hatfield Report for 03/03/2014 975 Grandon Way Client Services:800-662-2739 � Mechanicsburg, PA 17050-9171 ---------------____ _------------------ -- Total report value: $668,868.32 _ . - _. . _ - - -_ __ ___ _ -- (Total report value includes any accrued dividends.) John G.Hatfield-Indivtdual Account °�--� . ._ � � .�. - :, . � ,_ � . , �.._ � Account value summary � ��� � � ` ' " ' f �� � �: '� ��� ��� Name � � Fund�&Account } Date � i 'Price Per�� � I Accrued� Number� � Opened � Shares �` Share � Va(ue � Dividends � Windsor II Fund Adm 0573-09957613363', 06/06/2002 , 6,728.162' $65.22; $438,810.73 j - 500 Index Fund Adm 0540-09957613363; 11/04/2010 � 694.514'�� $170.72; $118,567.43� - Health Care Fund Adm 0552-09957613363' 11/04/2010 , $86 76' $111,490.16� - _ ___ _ _ _ 1, =- - ---- - - - __ __ _ - ---- --- -- ,-____ . Totals $668,868.32� $0.00 ' 1__._.__. _ __ _ _ __ ---_ ____ _ ___.. ___._ 'Doesn't include accrued dividends. S'`'�-� � ( Z���.�'� 1_. 1924614016 03/26/2014 16:11:00 r Page > 1 of 1 �an,�u�.r'd� John G.Hatfield Report for 03/03/2014' " 975 Grandon Way Client Services:800-662-2739 Mechanicsburg, PA 17050-9171 --------------------_----- -------------------------- Total report value: $354,190.65 _ _ -__ ___ - _ _ _ _ -- - (Total report value includes any accrued dividends.) John G.�Hatfield-Rollover IRA � �� � � � .,�= .. _ Account value summary ` •I ( , : �. ,� � , . . ,, ;. . _ • . . ; _ Name � Fund&Account i Date I Price Per i Accrued � Number ; Opened I Shares � Share ' Value' Dividends Windsor II Fund Adm ! 0573-09900656539'� 06/06/2001 5,430.706; $65.22 i $354,190.65 I - ___ _.__.._— _ __ --- �_ __ __ �___ -___ ____. _ _ ___:_-- --- - --- - __ ____ ---- Totals $354,190.651 $0.00 __ __ _ _. ___._ _ __.___ __ ___ _ ___- --_ l ___ _-_ _ "Doesn't inGude accrued dividends. 1547328716 03/26/2014 16:11:17 ,_.� i-'; r,S � J-��-�`� �