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Home My WebLink About01-23-15 1505611185 REV-1500 EX(02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN 22 14 0550 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 05142014 08021924 Decedent's Last Name Suffix Decedent's First Name M I LOCK LEON I (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ❑X 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) 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust !L-- 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 TO: Name Daytime Telephone Number HOWELL C . METTE, ESQ - 717-232-5000 REGISTER OF WILLS USE ONLY first Line of Addr u, k113401 NOR FRONT STREET `~ n I'1 Second Line of ddress '-3 31 C� PO BOX 15950 7' r , r" City or Post Office State ZIP Code 6Arl 7E FILED `� 7y } ? l fit; HARRISBURG PA 171100950 _j � r7') Correspondent's e-mail address: J E B R O T H E R S @METTE • COM �p cn cin p Under penalties of perjury, I declare that I have examined this return,including accompanying schedules and statements,and to the best of my know edge and belief, it is true,correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG RE F PERSON RESPONSIBLE FOR FILING RETURN DAT ADDRESS 3108 N • SECOND STREET HARRISBURG, PA 17110 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIV k. DA E 3 METTE, EVANS & WOODSIDE ADDRESS 3401 N . FRONT STREET, PO BOX 5950 HARRISBURG, PA 17110- 950 PLEASE USE ORIGINAL FORM ONLY Side 1 1505611185 OM46473.000 1505611185 1505611285 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: LOCK LEON I RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 0.00 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2. 255,000 -13 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , , 3. 0 - 00 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4. 0 .00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5. 1251755. 3 6 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested , , , , 6. 1041275. 0 0 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . 7. 3661769 -37 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8. 851-,799 . 8 6 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. 40,318 .8 8 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) , , , , , , , , , 10. 1,435. 8 5 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 11. 411754 .73 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , . . 12. 810,045-13 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , 13. 0 .00 14. Net Value Subject to Tax(Line 12 minus Line 13) , , , , , , . . . 14. 8101045-13 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 a- 0 . 00 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate x.0-4-5 8101045.13 16. 361452 . 03 17. Amount of Line 14 taxable at sibling rate X.12 0.00 17. 0 .00 18. Amount of Line 14 taxable at collateral rate X.15 0 .00 18. 0 . 00 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 361452 . 03 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT X❑ Side 2 1505611285 1505611285 OM4646 3.000 REV-1500 EX(A) Page 3 File Number Decedent's Complete Address: 22 14 0550 DECEDENTS NAME LOCK LEON STREET ADDRESS 11 KINGS ARMS CUMBERLAND COUNTY CITY STATE ZIP MECHANICSBU G PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 361452 - 03 2. Credits/Payments A. Prior Payments 19,000-00 B. Discount 11000-00 Total Credits(A+B) (2) 201000 - 00 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 box on Page 2,Line 20 to request a refund. (4) 0 .00 5. If Line 1 + Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 16,4 52 •03 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 . . . . . . . . . . . . . . . . . . . . . . . . F0 El b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . 0 ❑ c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 Eyd d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . . ❑ 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? 4. Did decedent own an individual retirement account,annuity,or other non-probate property,which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ 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 decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.99116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. OM4671 2.000 REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Leon I. Lock 22 14 0550 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2,607 Shares Franklin Financial Services Corp. 49,533.00 2,607 shares of common stock at $19.00 per share 2 48 Shares Comcast Corporation CUSIP: CMCSA 2,398.32 Held as DRS shares in Wells Fargo Shareowner Services Account #3501289820 Securities held in Merrill Lynch Account #872-23763, as follows (see attached valuation) : 3 300 Shares Annaly Cap Mgmt, Inc. CUSIP: 035710409 3,489.15 300 shares of common stock at $11.6305 per share 4 100 Shares Anheuser-Busch Inbev Adr CUSIP: 03524AI08 10,945.00 100 shares of common stock at $109.45 per share Dividend accrued on 5/14/2014 199.76 5 100 Shares AT&T, Inc. CUSIP: 00206R102 3,629.00 100 shares of common stock at $36.29 per share 6 20 Shares Avis Budget Group, Inc. CUSIP: 053774105 1,098.00 20 shares of common stock at $54.90 per share 7 10 Shares Apple, Inc. CUSIP: 037833100 5,945.50 10 shares of common stock at $594.55 per share Dividend accrued on 5/14/2014 32.90 8 300 Shares Bank of America Corp. CUSIP: 060505104 4,474.35 Total from continuation schedules . 173,255.15 TOTAL (Also enter on Line 2,Recapitulation) $ 255,000.13 2w4696 2.000 If more space is needed,insert additional sheets of the same size Estate of: Leon I. Lock 22 14 0550 Schedule B (Page 2) Item Value at Date No. Description of Death 300 shares of common stock at $14.9145 per share 9 100 Shares Bank New York Mellon CUSIP: 064058100 3,446.50 100 shares of common stock at $34.465 per share 10 300 Shares CSX Corp. CUSIP: 126408103 8,829.00 300 shares of common stock at $29.43 per share 11 400 Shares Consolidated Edison, Inc. CUSIP: 209114104 22,080.00 400 shares of common stock at $55.20 per share Dividend accrued on 5/14/2014 252.00 12 30 Shares Costco Wholesale Crp Del CUSIP: 2216OK105 3,475.05 30 shares of common stock at $115.835 per share 13 200 Shares Coca Cola Com CUSIP: 191216100 8,200.50 200 shares of common stock at $41.0025 per share 14 250 Shares Exxon Mobil Corp. Com CUSIP: 30231G102 25,598.75 250 shares of common stock at $102.395 per share Dividend accrued on 5/14/2014 172.50 15 449 Shares Fulton Finl Corp. PA CUSIP: 360271100 5,257.79 449 shares of common stock at $11.71 per share 16 200 Shares KKR & Co, LP Del CUSIP: 48248M102 4,654.00 200 units at $23.27 per unit Dividend accrued on 5/14/2014 86.00 17 200 Shares Lowe's Companies, Inc. CUSIP: 548661107 9,063.00 Total (Carry forward to main schedule) 91,115.09 Estate of: Leon I. Lock 22 14 0550 Schedule B (Page 3) Item Value at Date No. Description of Death 200 shares of common stock at $45.315 per share 18 200 Shares Nextera Energy, Inc. Shs CUSIP: 65339FI01 19,336.50 200 shares of common stock at $96.6825 per share 19 200 Shares Odyssey Marine Expl Nev CUSIP: 676118102 336.00 200 shares of common stock at $1.68 per share 20 195 Shares Pfizer, Inc. CUSIP: 717081103 5,674.50 195 shares of common stock at $29.10 per share Dividend accrued on 5/14/2014 50.70 21 200 Shares Select Medical Holdings Corp. CUSIP: 81619Q105 2,794.00 200 shares of common stock at $13.97 per share 22 62 Shares Transocean, Ltd. CUSIP: H8817H100 0.00 62 shares of common stock; worthless, no longer traded 23 100 Shares UGI Corp. New CUSIP: 902681105 4,752.50 100 shares of common stock at $47.525 per share 24 100 Shares Vale SA CUSIP: 91912E105 1,406.50 100 shares of common stock at $14.065 per share 25 100 Shares Visa, Inc. Cl A Shrs CUSIP: 92826C839 21,123.00 100 shares of common stock at $211.23 per share 26 100 Shares Western Union CO CUSIP: 959802109 1,620.50 100 shares of common stock at $16.205 per share Total (Carry forward to main schedule) 57,094.20 Estate of: Leon I. Lock 22 14 0550 Schedule B (Page 4) Item Value at Date NO. Description of Death 27 126 Shares Wells Fargo & Co. New Del CUSIP: 949746101 6,238.26 126 shares of common stock at $49.51 per share Dividend accrued on 5/14/2014 44.10 28 100 Shares Enterprise Prodts Prtn LP CUSIP: 293792107 7,307.50 100 units at $73.075 per unit 29 200 Shares Plains All Amern Pipl LP CUSIP: 726503105 11,330.00 200 units at $56.65 per unit Dividend accrued on 5/14/2014 126.00 Total (Carry forward to main schedule) 25,045.86 REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS &MISC. INHERITANCE TAX RESIDENT DEC ENTTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Leon I. Lock 22 14 0550 Includethe proceeds of litigation and the date the proceeds were received by the estate. All ro ert jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2007 Ford Focus sedan 5,788.00 See attached valuation 2 AAA Central Penn - refund on cancellation of membership 12.33 3 Accrued benefit from Veterans Administration 334.80 4 Capital Blue - refund, health insurance premium 217.63 5 Household goods and furnishings and miscellaneous personal effects 1,000.00 6 Investors Business Daily - refund from cancellation of subscription 19.72 7 M&T Bank Checking Account #56096704 90,655.07 Interest accrued to 5/14/2014 0.30 8 Money market funds, Merrill Lynch Account #872-23763 27,301.57 9 Uncashed dividend check, Registrar and Transfer Company 415.14 10 Uncashed dividend check, Wells Fargo Shareowner Services 10.80 TOTAL(Also enter on line 5,Recapitulation) $ 125,755.36 2W46AD 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Leon I. Lock 22 14 0550 If an asset became jointly owned within one year of the decedents date of death,it must be reported on Schedule G SURVIVM JOINT TENANTS)NAME(S) ADDRESS RE ATIONSHIP TO DECEDENT A Lock, Jason E 11 Kings Arms, Mechanicsburg, PA 17050 Son JOINTLY OWNED PROPERTY: LETTER DATE DESCWPf10N OF PROPERTY %OF DATE OF DEATH �� FOR JOINT MADE INCLUDE NAM=OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMLAR DATE OF DEATH DECEDENTS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JCINTLVHELD REAL ESTATE. VALUEOFASSET INTEREST DECEDENTS INTEREST 1 A 3/22/2010 Residence located in Hampden Township, Cumberland County, Pennsylvania, known as 11 Kings Arms; further identified as Tax Parcel Number 10-18-1323-032 208,550.00 50.0000 104,275.00 See attached copy of Deed. Valuation is based on tax assessed value of $215,000 multiplied by the applicable Common Level Ratio factor of .97. $215,000 x .97 = $208,550 Decedent's fractional ownership interest is 50%, or $104,275 TOTAL (Also enter on Line 6, Recapitulation) $ 104,275.00 9w46AE 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) SCHEDULE G pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Leon I. Lock 22 14 0550 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 EXCLUSION TAXABLE ITEM INCLLDETFENWEOFTFETRANSFEREE,THEIRRELATIONSHPTODECEDENT AND DATE OF DEATH %OFDECUS NUMBER TFEDATE OFTRANSFER ATTACH ACOPY OFTHE DEED FOR REAL ESTATE. VALUEOFASSET INTEREST IFAPPLICABLE VALUE 1• The Leon I. Lock Charitable Remainder Unitrust under Declaration of Trust dated June 29, 1998, as amended. 319,512.90 100.0000 230,074.85 89,438.05 See attached copies of Agreement and amendments. The term interest of the successor unitrust Recipient, Andrew M. Lock, in the amount of $89,438.05 is subject to Inheritance Tax. The beneficiaries of the remainder interest in the amount of $230,074.85 are Section 501(c) (3) charities which are excluded from tax. Also see attached calculations for the term and remainder interests. 2 Charitable Remainder Unitrust established by Leon I. Lock, Donor, and GHF, Inc. , a Pennsylvania non-profit corporation, Trustee, under Agreement dated June 29, 1998. 340,513.62 100.0000 63,182.30 277,331.32 TOTAL(Also enter on line 7,Recapitulation)$ 366 769.37 If more space is needed,use additional sheets of paper of the same size. 9W46AF 2.000 - Estate of: Leon I. Lock 22 14 0550 Schedule G (Page 2) Item DOD Value Taxable No. Description of Asset % Interest Exclusion Value See attached copy of Agreement. Per Paragraph 2, the Donor reserved the power to revoke and terminate the interests of either or both unitrust Recipients. This retained interest makes the life estates of the unitrust Recipients in the amount of $277,331.32 subject to Inheritance Tax. The remainder interest of the charitable beneficiary in the amount of $63,182.30 is excluded from tax. Also see attached calculations for the life estate and remainder interests. Total (Carry forward to main schedule) 0.00 REV-1511 EX+(pg13) SCHEDULE H Pennsylvania DEPARTMENTOF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Leon I. Lock 22 14 0550 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Hetrick-Bitner Funeral Home 7,930.08 Total from continuation schedules . . . . . . . . . 2,900.00 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: 25,000.00 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) 3,500.00 Claimant JASON E. LOCK Street Address 11 Kings Arms City Mechanicsburg State PA ZIP 17050 Relationship of Claimant to Decedent SON 4. Probate Fees: 473.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 Cumberland Law Journal Legal advertisement 75.00 2 Harland Clarke Check printing 32.30 Total from continuation schedules . . . . . . . . . 408.00 TOTAL(Also enter on Line 9,Recapitulation) $ 40,,318.88 3w46Ac 2.000 If more space is needed,use additional sheets of paper of the same size. Estate of: Leon I. Lock 22 14 0550 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Jewish Community Center Funeral reception 500.00 3 Beth El Temple Grave opening and closing 1,900.00 4 Rabbi for funeral 500.00 Total (Carry forward to main schedule) 2,900.00 Estate of: Leon I. Lock 22 14 0550 Schedule H Part 7 (Page 2) 3 Persun & Heim Conference with Vicky Trimmer related to CRUT 308.00 4 Registrar and Transfer Company Transfer fees charged by stock transfer agent 100.00 Total (Carry forward to main schedule) 408.00 REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Leon I. Lock 22 14 0550 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• Checks written prior to death but still outstanding at death 464.00 2 Kings Arms Association Condominium association fees 440.00 3 New York Times Balance owed on subscription 45.60 4 PA American Water Co. 25.21 5 PPL Electric 59.63 6 Verizon 401.41 TOTAL(Also enter on Line 10,Recapitulation) $ 1,435.85 2w46AH 2.000 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(Ot-10) SCHEDULE J Pennsylvania DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Leon I. Lock 22 14 0550 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Andrew M. Lock 456 Corcoran Avenue Apt. 4 Vallejo, CA 94589 General Bequests: 89,438.05 Son 89,438.05 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. [I 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 ONLINE 13 OF REV-1500 COVER SHEET. $ 0.00 9W46Ai 2.000 If more space is needed,use additional sheets of paper of the same size. Estate of: Leon I. Lock 22 14 0550 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 2 Jason E. Lock 11 Kings Arms Mechanicsburg, PA 17050 2007 Ford Focus sedan Inventory Value: 2,894.00 Residence located in Hampden Township, Cumberland County, Pennsylvania, known as 11 Kings Arms; further identified as Tax Parcel Number 10-18-1323-032 Inventory Value: 104,275.00 Charitable Remainder Unitrust established by Leon I. Lock, Donor, and GHF, Inc., a Pennsylvania non- profit corporation, Trustee, under Agreement dated June 29, 1998. Inventory Value: 138,665.66 Household goods and furnishings and miscellaneous personal effects Inventory Value: 500.00 Son 246,334.66 3 Laura T. Lock-Wallace 1379 Tierra Circle Winter Park, FL 32792 2007 Ford Focus sedan Inventory Value: 2,894.00 Charitable Remainder Unitrust established by Leon I. Lock, Donor, and GHF, Inc., a Pennsylvania non- profit corporation, Trustee, under Agreement dated June 29, 1998. Inventory Value: 138,665.66 Household goods and furnishings and miscellaneous personal effects Inventory Value: 500.00 Daughter 142,059.66 Estate of: Leon I. Lock 22 14 0550 Schedule J Part 1 (Page 3) Item No. Description Relation Amount 4 Trust U/W FBO Laura T. Lock-Wallace 3108 N. Second Street c/o Barbara R. Lock, Co-Trustee Harrisburg, PA 17110 45% of Residue: 149,495.74 Daughter 149,495.74 5 Trust U/W FBO Jason Eric Lock 3108 N. Second Street c/o Barbara R. Lock, Co-Trustee Harrisburg, PA 17110 45% of Residue: 149,495.74 Son 149,495.74 6 Trust U/W FBO Chelsea Tobey Lock 3108 N. Second Street c/o Barbara R. Lock, Co-Trustee Harrisburg, PA 17110 10% of Residue to Trust U/W FBO Chelsea Tobey Lock 3108 N. Second Street c/o Barbara R. Lock, Co-Trustee Harrisburg, PA 17110: 33,221.28 Granddaughter 33,221.28