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05-28-15 (2)
h _J0 1505611185 REVREV-1 50EX(02-11)(F{) -1 V V OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of individual Taxes PO BOX 280801 INHERITANCE TAX RETURN 21 14 0904 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 08312014 11301962 Decedent's Last Name Suffix Decedent's First Name M I EDWARDS TOD R (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 vA 1. Original Return El 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 _ 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 DIOkTEWM:r-n Name Daytime Telephonb_Nu�"r res ,> J . STEPHEN FEINOUR, ESQ • 717-236-�Pi_g c � ; ❑; REGISTER OF W144S USE ONCE ''_1 7 M r,r5 s First Line of Address j v s }--' I 200 N • 3RD ST-18TH FLR ;' r-") ' Second Line of Address -T1 Gil City or Post Office State ZIP Code DATE FILED HARRISBURG PA 17101 Correspondent's e-mail address: S F E I N O U R a@ N S S H •C O M Under penalties of perjury,i declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE F P S RE PONSIBLE FOR FILING RETURN DTE� Q ADDRESS l 2147 CHESTNUT STREET CAMP HILL, PA 17011 SIGNATURE O R OTI AN REPRESENTATIVE DATE r ADDRGISIV 20 N• 3RD ST- , 18TH FLR • HARRISBURG, PA 17101 PLEASE USE ORIGINAL FORM ONLY Side 1 1505611185 OM46473.000 1505611185 Estate of Tod R. Edwards Executors (Page l) Name Bronwyn E. Edwards Address 2147 Chestnut Street Camp Hill, PA 1701I- Tax ID I63-74-4383 Name Lloyd Edwards Address 522 Ninth Street New Cumberland, BA I7070- Taz ID 207-48-9976 ^ � 1505611285 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: E D W A R D S TOD R RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2 9 9,6 7 3. 0 0 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2. 0 .00 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. 1,493-1465 • 00 6. Jointly Owned Property(Schedule F) F-1 Separate Billing Requested , . . , 6. 0 . 00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) El Separate Billing Requested . . . . 7. 110 8 5,4 0 9 • 0.0 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8 2-18781547 -00 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. 6 5,0 8 4 . 00 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . , . , , . . . . 10. 226-,662 •00 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 11. 2911746 . 00 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , . . , , , , , , , 12. 215861801 • 00 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. 2-1586-1801-00 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.0D_ 0. 00 15. 0 .00 16. Amount of Line 14 taxable at lineal rate x.0 45 215861801.00 16. 1161406 .00 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. 1161406 -00 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611285 - 1505611285 OM4648 3.000 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 14 0904 DECEDENTS NAME EDWARDS TOD R STREET ADDRESS 2701 CHESTNUT STREET CUMBERLAND CITY STATE ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 116,406 - 00 2. Credits/Payments A. Prior Payments 1121486 - 00 B.Discount 51820 -00 Total Credits(A+B) (2) 1181306 -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) 11900 - 00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0 . 00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred . . . . . . . . . . . . . . . . . . . . . . . . ❑ b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . X c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ EZ 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ M 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 ❑ 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.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent(72 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-1502 EX+(12-12) SCHEDULE A pennsylvania DEPARTMENTOF REVENUE INHERITANCE TAX RETURN REAL ESTAT E RESIDEN OMMENT ESTATE OF: FILE NUMBER: Tod R. Edwards 21 14 0904 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knovAedge of the relevant fads. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Real Estate located at 2701 Chestnut Street, Camp Hill, PA 17011 299,673 DOD Value based on Tax Assessment Records TOTAL (Also enter on Line 1,Recapitulation.) $ 299,673 2w46e5 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1508 EX+(08.12) pennsylvania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS&MISC. IR"ESIRETURN DTNTD c ANCE ENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Tod R. Edwards 2114 0904 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PSECU IRA Share Acct. ID 06 10,429 2 PSECU Savings Acct. ID 01 .200 Interest accrued to 8/31/2014 0 3 PSECU Money Market Acct.ID 07 100,810 Interest accrued to 8/31/2014 18 4 Fidelity Investment Acct. Acct. # XXX-XX6503 652,455 5 PSECU Checking Acct. ID 04 17,293 Interest accrued to 8/31/2014 1 6 2014 Ford F-150 52,000 DOD Value based on sale price to Dealership. 7 2007 Lexus ES 350 10,000 8 2007 Economy Trailer 10,000 9 2013 Yamaha F200 XB Boat 30,000 10 2007 Harley Davidson Motorcycle 8,500 Date of Death Value Based on Attached Appraisal. 11 1974 Harley Davidson Motorcycle 800 Date of Death Value Based on Attached Appraisal. 12 1993 Yamaha Motorcycle 2,000 13 Fidelity Investment Individual Acct. xxxxx7100 362,131 14 Fidelity Stock Option Plan Acct. xxx-xx7300 80,972 15 Fidelity Investments MTB Restricted Stock Awards Acct. xxx-xx7300 126,350 Total from continuation schedules . . . . . . . . 29,506 'TOTAL(Also enter on line 5,Recapitulation) $ 1,493,465 2w46AD 2.000 If more space is needed,use additional sheets of paper of the same size. Estate of: Tod R. Edwards 21 14 0904 Schedule E (Page 2) Item Value at Date No. Description of Death 16 Wilmington Trust Growth Fund Fund 0547 Acct. XXX=1241 14,200 17 Refund Check from Horace Mann due to cancellation_ of insurance on the 2014 Ford F-150 344 18 E-Trade Acct. XXXX-3622 7,000 19 Diamond Ring 5,962 20 Tangible Personal Property of Decedent 2,000 Total (Carry forward to main schedule) 29,506 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 Tod R. Edwards 21 14 0904 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 INCUAETFEWMEOFTFETRANSFEREE.TFEIRRELATIONSHPTODECEDEWAND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE NUMBS TFEDATE OFTRANWMATTACHACOPYOFTFEDEED FOR REAL ESTATF- VALUEOFASSET INTEREST OFAPPUCABLE VALUE 1. T. Rowe Price 401K 949,319 100.0000 0 949,319 2 T. Rowe Price RSP 99,430 100.0000 0 99,430 3 Fidelity Investment IRA Acct. xxxxx73000 36,660 100.0000 0 36,660 TOTAL(Also enter on line 7,Recapitulation)$ 1,085,409 If more space is needed,use additional sheets of paper of the same size. 9W46AF 2.000 REV-1511 EX+(p8-13) SCHEDULE H Pennsylvania DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Tod R. Edwards 21 14 0904 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Parthemore Funeral Home & Cremation Services, Inc. 4,183 Total from continuation schedules . . . . . . . . . 847 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: 40,000 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 1,506 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 Cumberland Law Journal Estate Legal Notice 75 Total from continuation schedules . . . . . . . . . 18,473 TOTAL(Also enter on Line 9,Recapitulation) $ 65,Q84 3W46AG 2.000 If more space is needed,use additional sheets of paper of the same size. Estate of: Tod R. Edwards 21 14 0904 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Baughman Methodist Church Post Funeral Reception 647 3 Rutan Productions Rememberance Video for funeral 200 Total (Carry forward to main schedule) 847 Estate of: Tod R. Edwards 21 14 0904 Schedule H Part 7 (Page 2) 2 Penn Waste, Inc. Trash Removal to maintain Decedent's property 135 3 Donald Metzger Yard work & snow removal to maintain decedent's residence 710 4 PPL Electric Utilities Electric Service to Maintain Decedent's residence 415 5 The Sentinel Estate Legal Notice 137 6 PA American Water Water Service to Maintain Decedent's residence 203 7 UGI Gas Service Gas Service to maintain Decedent's residence 1,775 8 Borough of Camp Hill Sewer service to maintain Decedent's residence 498 9 Commonwealth of Pennsylvania Registration Renewal for 2007 Harley 18 10 Fee for Exemplified Letters 40 11 Schwerzmann & Wise, P.C. Legal Fees for Ancillary Administration of Estate 2,010 12 Zimmerman Plumbing Heating & Air Conditioning Replacement of HVAC system 7,240 13 Allied Insurance Home Insurance to Maintain Decedent's property 1,302 14 Progressive Northern Insurance Insurance on Harley 600 Total (Carry forward to main schedule) 15,083 Estate of: Tod R. Edwards 21 14 0904 Schedule H Part 7 (Page 3) 15 Progressive Northern Ins. Insurance on Decedent's boat 92 16 Horace Mann Insurance Insurance on Decedent's 2007 Lexus 550 17 Diane Neiper, Tax Collector 2015 Real Estate Taxes 1,590 18 Chris Badour Shrinkwrap Decedent's boat 198 19 Miller Painting Exterior Fence Repair on Decendent's property 960 Total (Carry forward to main schedule) 3,390 REV-1572 EX+(12-12) SCHEDULE pennsylvania DEPARTMENT OF REVENUE DEBTS OF DECEDENT, . INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Tod R. Edwards 21 14 0904 ; Report debts incurred by the decedent prior to death that remained unpaid at the date of death;including unreimbursed medical expenses. STEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Verizon Final payment for FIGS TV and internet 765 2 UGI Gas Service Decedent's final gas service bill. 18 3 Internists of Central PA Final payment due to Internists of Central PA 149 4 - Pennsylvania American Water Final water bill. 60 5 US Airways World Elite ,Mastercard Final credit card bill. 2,243 6 Morgan Landscape Contracting, Inc. Final Landscaping invoices. 668 7 John Shirvinsky Reimbursement due for payment of Zimmerman Plumbing, Heating & Air Conditioning Invoice 2,272 8 Verizon Wireless Final Mobile Phone Invoice 159 I 9 Value of 4 checks Issued by Decedent prior to death but cashed after Decedent's death 4,078 10 Wells Fargo Home Mortgage Mortgage payoff 180,805 11 Orthopedic Institute of Pennsylvania Medical Bill 157 12 M&T Bank PA Withholding Taxes Due for 4/25/14 exercised stock options 1,018 Total from continuation schedules 34,270 TOTAL(Also enter on Line 10,Recapitulation) $ 226,662 2w46AH 2.000 If more space is needed,insert additional sheets of the same size. Estate of: Tod R. Edwards 21 14 0904 Schedule I (Page 2) Item No. Description Amount 13 Clayton Marina Sales & Service Invoice for service on boat and engine. 275 14 Legal Fees incurred prior to death re: Estate Planning 594 15 Sallie Mae Student loan payoff 10,818 16 United States Treasury Decedent's final federal income tax due for 2014 20,000 17 PA Department of Revenue Decedent's final state income tax due for 2014 1,500 18 Cumberland County Tax Bureau Decedent's final local income tax due for 2014 673 19 Thousand Islands Emergency Rescue Service 410 Total (Carry forward to main schedule) 34,270 REV-1513 EX+(01-10) SCHEDULE J pennsylvania DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Tod R. Edwards 21 14 0904 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Bronwyn E. Edwards 2147 Chestnut Street Camp H211, PA 17011 All of Residue: 2,586,801 Daughter 2,586,801 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. [[ 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. $ 0 9W46AI 2.000 If more space is needed,use additional sheets of paper of the same size. IN If0t eVte4F joso AJV PAAFA/ / ic ,,?fotl Seat,tow. A 1po Arm. 400I m,j: r Croy, IMRI id S Me COMMot4WEALTH OF PENNSYLVANIA NOTARIAL SEAL 'T"'Nola Public KATHILE n pu c of Lancaster�Cou Ol ,2 -1 %=qsion Expires April 3.20 PSECO 10/08/2014 Nauman Smith Attorneys at Law P.O.Box 840 Harrisburg,PA 17108 Re:TOD R EDWARDS,Deceased. PSECU Reference#46330'62870106 .- Dear 633362870106 ._Dear Sherry A.May: The above referenced person has an account with PSECU which was opened on 07/29/1983. The Share accounts were jointly held by TOD R EDWARDS. The following are the Date of Death Balances for TOD R ED WARDS's account with PSECU: Account Date of Death Balances Interest—August 1-31 Savings (S1) $200.28 $0.03 Checking (S4) $17,293.28 $ 1.44 Money Market (S7) $100,809.52 $ 17.67 Please provide us instructions on closing the decedent's account. If you have any questions,please contact our department toll-free at(800)237-7328,press 6,extension 3120 or email accountservices(a.psecu.com. Sincerely, lana Willard Member Service Representative PSECU P. O. BOX 67013 HARRISBURG, PA 17106-7013 800.237.7328 >>psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER. 1 POSTNUPTIAL PROPERTY SETTLEMENT AGREEMENT THIS AGREEMENT is made this�day of ,�6��2 , 2008, by and between SHERI L. EDWARDS, 1926 Pickering Trail, Lancaster, PA 17601 (hereinafter referred to as "Wife), and TOD R. EDWARDS, 2701 Chestnut Street, Camp Hill, PA 17011 (hereinafter referred to as "Husband'): WITNESSETH: WHEREAS,.Husband-and Wife were,lawfully married on-November 8, 1998, in Napa, California and the date of their separation was February.29, 2008; and WHEREAS; no children have been born of the marriage. Husband has ane child from a previous marriage and Wife, has three children from a previous marriage; and WHEREAS, differences Have arisen between Husband and Wife in consequence of which they have been separate and apart from each other; and WHEREAS, the parties hereto intend this Agreement to be-.a full and complete valid postnuptial.agreement, providing,for.:the absolute.and final settlement of their respective property rights and all claims for support, alimony, alimony pendente lite, counsel fees or any claims whatsoever; NOW,THEREFORE, the parties intending to be legally bound and for arid:in consideration of the-mutual benefits to be derived herefrom by the parties hereto,the parties hereto agree as follows:%- =J, 1. Wife's Debts. Wife represents and warrants to Husband that since the separation on February 29, 2008, she has not and in the future she will not contract or incur any debt or liability for which Husband or his estate might be responsible and shall indemnify-and save harmless-Husband from any and;all ciaiims or demands made against him by reason of debts or obligations'=incurred by her.: . 2. Husband's Debts. Husband represents and warrants to Wife that since the separation on February 29, 2008, he has not and in the future he will not contract-or incur any debt or liability for which Wife or her estate might be responsible and shall ar indemnify and save hmless Wife from any and'all claims or demands made against her by reason of debts or obligations-incarred`by him: 3. Outstanding.Joint Debts. The parties agree,that-,-there no outstanding joint debts or obligations that the rparties.are aware of for whichthey=are jointly obligated to any creditor or third party.-Any individual debts incurred by-either of the parties since the-date of separation-shall-be their individual responsibility.:" 4. Division of Personal Property. The-parties-have divided between them,to their mutual satisfaction, the personal effects, household furniture and furnishings, and all other articles of personal property which have heretofore been used by them in common, and neither party will make any claim to any such items which are now in the 154-OBN 9123/08 possession or under the control of the other. Should it-become necessary,-the parties each agree to sign any titles or documents necessary to give effect to this paragraph upon request. 5. Retirement Accounts and Investment Accounts. Each party shall.retain as.his or her sole and separate property any accounts which they presently have in.-their-own name. The joint M&T account shall be the sole and separate property ofWife. The PSECU joint account shall be the sole and separate property of Husband. Any and all other accounts have already been divided by the parties by mutual agreement. 6. ' 'Retirenierit Accounts. Each party shall retain their individual pension or retirement accounts, of any nature, as their sole and separate property. Neither party shall make any claim against the other's retirement accounts at.any time;after the signing of this Agreement. Both parties agrees to sign any spousalvaiver/consent forms required by any retirement account administrator in order to carry oiifthe agreement of the parties to.waive and release any and all claims they have to.each other's retirement accounts. 7. Autos. The parties are the owners of four vehicles, all of which-are owned jointly. The parties agree to divide ownership of the vehicles as follows; and=each agrees to sign any title or registration transfer paperwork in a prompt manner to facilitate this=-*agreement: A. The Acura and the Audi shall be the sole and sepan4e.propeqy of Wife. B. The Chevy Suburban and the Mazda Miata shall-be.the--sole grid separate property of Husband 8. 2007 Income Tax-Return. The parties.agreed to file a 2007 Income Tax Return using a "married—joinf'filing status. Husband.agreed to arrange-for preparation of the tax return and to pay for the cost of,preparation. If there are.any taxes--owed with the 2007 federal, state or local returns, Husband agrees to pay the taxes. If there are any.refunds resulting from fhe.filing of the tax returns, the parties agree to divide the refunds equally. 9. Waivers.of Claims against Estates. Except as herein:otherwise!provided, each party may dispose of his or her:property in-any:way;,gnd each.party hereby waives and relinquishes any and all rights he or she may now have or hereafter acquire, under the present or future laws of!any jurisdiction; to share in the.property or the:.estate of the other as a result of the rriarital relationship, including::without:limitation, dower, curtesy, statutory.allowance,widow's allowance, right to take in-intestacy,,right to take against the Will of the other, and right,to act as.-administrator or exec rtor•of•the,other's estate, and each will, at the request of the other, execute, acknowledge, and deliver any and all instruments which-may be necessary or-advisable to-carry into effect this mutual waiver and relinquishment of all such interests, rights and claims. -2_ 151-OBN 9!23108 , 10. Separation. It shall be lawful for each party at all.times herea' f er to'live separate and apart from the other party at such place as he or she may from time to time choose or deem fit. The foregoing provisions shall not be taken as,aii admission on the part of either party of the lawfulness or unlawfulness of the causes`leadirig to their living.apart. 11: Interterence: Each party shall be free from 'interference, 'authority; and contact by the other, as fully as if he or she were single and unmarried except as.may . be necessary to carry out the provisions of the Agreement. Neither party shall in any way harass or malign the other,.nor in any way interfere with.the peaceful...existence,, separate,' apart from the.other, and:each of the parties hereto completely, understand,and ad-ree,that neither shall do or say anything to`the children of each of the parties at any time,thdi t'might in anyway influence the children adversely against their respective parent. 12.. Mutual Releases.' Subject to the provisions of.this,Agreement,each;paity has. released and discharged, and.by.this Agreement does for hiimself or herself, and his.or. her heirs, iegal representatives, executors, administrators_and assigns,-release and discharge the other of and from all causes of action, claims, rights,'or demands, whatsoever in law or,equity,which either of the parties ever had-or.now;has.against the other, except-any or-all cause.or causes of action for divorce:band exceptanyot all - causes of action for breach of any provisions of this Agreement. 13. Execute.Affidavits of-Consent..The.partles.hgreto agTee-to execute affidavits of consent to a divorce action ninety days after the filing of the divorce action in a form Which, complies with the Pennsylvania Rules of Civil Procedure.::Theapouse tyhofiled , the divorce action and !s the plaintiffJn the.divorce_,actions agrees thereafter to.;take all.- necessary steps to finalize the divorce action;and prorvide the,other spouse.with a.copy. of the divorce decree. Neither Husband nor Wife shall either directly or indirectly permit the withdrawal of their;respectiye-Affdavits of Consent,or.!of any other document executed.by;Husband,and Wife:,necessary.-to car y-put.the terms-of.thisAAgreement: The parties agree;to equally:share-in the costs and expenses-for'the-divorce action.: 14. Breach. If either party.breaches any provision hereof,then*the non-breaching party.shall.havethe right,at his'or.her election, to sue for damages for:the breach,or.:-..seek suh oth cer remedies or relief as may be available to him,or-her,_and,the defaulting party shall be responsible for payment of all legal fees and costs incurred by the other party in enforcing his or her rights under this.P�greement.. It is;expressly understood and agreed by i nd.between:the;parties.hereto;that this Agreement:may be:specifically-enforced,byeither Husband oc Wife in a,court of equity,- and the parties hereto agree that if an action to enforce this-Agreement.is,brought_in; equity by either party, the other party will make no objection on the ground of lack of jurisdiction of said,court or-on the ground of anadequate remedy:at law:;:The:parties do not intend orpurport hereby to improperly confer.-jurisdiction:on-a court:in,equity:byth_eir agreement,!but they-agree as:provided herein f or the forum otequity in mutual.: recognition of the present state of the law, and in recognition'ofthe general-jurisdiction -3- 151-OBN 9/23/08 f of courts in equity over agreements such as this one. The parties.hereto.agree that the provisions of this Agreement, including support, may be entered and enforced by an appropriate court order at the action of the entitled party and against the,obligated party, as the case'rnay be; in the instance in question, when any.problem arises. 15. Additional Instruments.-.Each of the parties shall from time to time,'atthe' request of the other, execute, acknowledge, and deliver to the other.party any and all further instruments that may be ieasonably required to give full forde and-effect to the provisions of this Agreement.. .16. V616nt6iy xecution.' Th,e-provision`ofthis Agreement and their legal effe_ct- have been fuily explained to the Parties by their respective counsel and each party. acknowledges that the Agreement is fair and equitable, that it is being entered into. voluntarily, and that it is not the'result of any duress or undue influence. 17. -Full Disclosure. The parties warrant to-one another that each has fully disclosed to the other a.full"andcomplete statement Of"hit or her;ais'ets-and.liabilities as �..••1 of the date hereof which disclosure.has been relied on by each party and is a material part of this Agreement. 18. :Enfird Agreement. This Agreement contains the entire uridersfa.nding.`'bfthe parties and=there are no=representations; warranties,-covenants or unde6kings other -than those expressly set forthl ereir. `19. Modification;Waiver"_A inodif'r6ation or waiverof any-of'the provisions of this Agreemerit 6higil•be effective=onlyaf matle in writing and executed wifh the`same formality as`tM"is'Agieement ``The failure of either party to insist upon strict pefformance , . of any of thele provisions ofthis Agreement shall not be°con6trued--as a waiver of-any subsequent-default of`t1i same=orzimdar`nature:'re., 20. Separate Assets: The parties hereby agree that, as to-all assets'-not- specifically=menfioned herein; which'are presently ownedby oftitled in the sole name of one of the parties,hereto; or,`if untitled; are presently:in the sole possession"bf one of the parties hereto, the party not.having title or possession hereby waives, releases, relinquishes and foreverat andons any and all claims therein, including any,claim to death benefits or other-common`law-or'statutory rights;'and ackn6Wledges Hk the party having-title or possession of;such iteins,shall be�the'sole-and exclusivJJ e owner thereof. 21. After Acquired Property:- The parties shall hereafter own and.enjoy independently of any claim or right of the other, all items of property, be they real, personal 6f-,,Hiced, tangible or intangible,which are-hereafter acquired'byeither party, . with-full power to dispose of the same as fully and effectively, in all respects'and for all purposes,.as though he-or shewere unmarried: 22. Waiver.of Pennsylvania=Domestic Relations CodeRights; Equitable Distribution.', By this'Agreement#fie.parties fiave intended to::effect°an equitable distribution of their marital'property;taking into consideration alf relevant factors, including, but not limited-to;the following: the length of the marriage;the age, health, -4- 151-0BN 9/23/08 station, amount and source of income, vocational skills, employability, estate, liabilities and needs of each of the parties; the contribution by the respective parties to the education, training or increased earning power of the other party;4he opportunity of each party for future acquisitions of capital assets and income; the sources of income of both parties, including, but not limited to, medical, retirement, insurance or other benefits; the contribution or dissipation-of each party in.the acquisition, 'reservation, depreciation or appreciation of marital'property, including the contribution of.a,party-as a homemaker, the value of the property set apart to each party;the standard of living of the parties established during the marriage; and the econornic_c_ircumstances of each party at the time the division of.property is to become effective. Distribution of property as herein set forth has included all marital property, as that term is defined in the Pennsylvania Domestic Relatiohs Code: This division is not intended-*by the parties hereto to constitute in any way a sale or exchange of assets. 23. Iricorporation.• It is the intent of the parties that this Agreement shall be incorporated but not merged into any.final decree of divorce which might be entered in the future, but that this-agreement wilt not be filed with the divorce action except for enforcement purposes. 24. • Applicable Law. This Agreement shall be construed and govemed in-. accordance with the laws of the Commonwealth of Pennsylvania. 25. Waiver of Alimony, Alimony Pendente. a' t �'-F '��;.�. ��. ach party hereto waives any and all claims to Alimony, Ali : ri zn p sal Support >�..,k•:•:• r .,� . IN WITNESS WHEREOF, the parties have hereuntoset their hands and seals.. the day and year first above written. WITNESS: x. SHERI L. W DS .... ..'ter. .� .«.a7.. ... ' 151-OBN 9!23/08 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF LANCASTER } .QN THIS:the::.� ..::day�of = �J :;_2008;•.before.:me;:a Nota. :Public;.,;. the undersi ped officer. ersonall a ry g , p y ppeared SHERI;.L. EDWARDS;.:known forme(or; satisfactorily proved)to be the person.whose name is subscribed to the*within instrument,-and acknowledged that she executed thewithin instrument for the purposes therein contained.: IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public My Commission expires:, `-tca�xtlt�au�• ,d;,rrutiuii` - .. . _ aer-Ha►�.1 o.swR:uu�rr.�s�n.ca.. . _ - . cairidafoe _ �aRorlola- .. .,. . COMMOMNEALTH OF-PENNSYLVANIA ) COUNTY OF LANCASTER ) ON.THIS, the _day of' ©C_Tb C>1f2_ , 2008, before rale, a Notary Public, the undersigned officer, personally.appeared TOD R. EDWARDS, known to-me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the-within instrument for the purposes therein contained. IN WITNESS WHEREOF, I hereunto'set my hand and official seal. f Notary Public CQMMONWEALTH'OF PENNSYLVATIIA NOTARIAL SEAL ' My Commission expires: KATHLEEN M.SMITH,Notary Public City of Lancaster,Lancaster Counter .Commission Expires Apdt 3,20 1 151-OBN 9/23/08 Il Q�Fid�/i[y rervssrsrsnrrs October 21,2014 SHERRY A MAY C/O NAUMAN SMITH PO BOX 840 HARRISBURG,PA 17108-0840 Dear Sherry A May: As requested,please find the Date of Death Account Valuation for the Estate of Tod R Edwards. Estate Valuation Account Number: 479265110 JTWROS Value Date: 08131/2014 Share Symbol Security Description Qty Value Price FAIRPOINT COMMUNICATIONS INC NO STKHLDR EQUITY 3 $0.00 $0.00 Total Securities: $0.00 Cash/Money Markets: $2.31 $1.00 Total Value: $2.31 Estate Valuation Account Number: 479197300 IRA Value Date: 08/31/2014 Share Symbol Security Description Qty Value Price FCVSX FIDELITY CONVERTIBLESECURITIES 477.916 $16,005.41 $33.49 FRIFX FIDELITY REAL ESTATEINCOME 318.817 $3,851.31 $12.08 GE GENERAL ELECTRIC CO 185 $4,800.29 $25.95 TGT TARGET CORP 150 $9,046.88 $60.31 Total Securities: $33,703.89 Cash/Money Markets: $2,956.11 $1.00 Total Value: $36,660.00 1)(W) PWVBrokerage Services provided by Fidelity Brokerage Services LLC MemberNYSE,SIPC Clearing,custody and settlement services by National Financial Services LLC Member NYSE,SIPC P.O.Box 770001,Cincinnati,OH 45277-0034 ^F100o o /NVI*STMBNT� Estate Valuation Account Number: 673717100 Individual Value Date: 08/31/2014 Share Symbol Security Description Qty Value Price ABT ABBOTT LABORATORIES 75 $3,165.19 $42.20 ABBV ABBVIE INC COM USD0.01 75 $4,153.69 $55.38 ACN ACCENTURE PLC CLS A USD0.0000225 125 $10,132.50 $81.06 ALLE ALLEGION PLC CIM USD0.01 58 $2,997.88 $51.69 ,.ABC AMERISOURCEBERGEN CORP 200 $15,447.50 $77.24 AMGN AMGEN INC 150 $20,818.88 $138.79 BBT BB&T CORP 110 $4,109.88 $37.36 CVX CHEVRON CORP NEW 40 $5,144.70 $128.62 CL COLGATE-PALMOLIVE CO 130 $8,385.65 $64.51 ACRNX COLUMBIA ACORN CLASS Z 267.869 $9,983.48 $37.27 COP CONOCOPHILLIPS 150 $12,103.50 $80.69 DVN DEVON ENERGY CORP NEW 60 $4,482.15 $74.70 DFCEX DFA EMERGING MRKTS CORE EQU PORTF 492.661 $10,661.18 $21.64 DFIVX DFA INTERNATIONAL VALUE PRTF INSTL 874.055 $17,262.57 $19.75 DFSCX DFA US MICRO CAP PRTF INSTL 630.316 $12,631.56 $20.04 DIS DISNEY WALT CO 150 $13,529.59 $90.20 D DOMINION RESOURCES INC VA NEW 200 $13,993.50 $69.97 EMC E M C CORP MASS 175 $5,141.06 $29.38 F FORD MTR CO DEL COM 300 $5,248.50 $17.50 HRVIX HEARTLAND VALUE PLUS 103.024 $3,760.37 $36.50 ITW ILLINOIS TOOL WORKS 100 $8,818.25 $88.18 IR INGERSOLL-RAND PLC SHS USD1 175 $10,563.00 $60.36 IBM INTL BUSINESS MACH 70 $13,436.33 $191.95 EWC ISHARES MSCI CANADA ETF 250 $8,193.75 $32.78 Iii ISHARES S&P MIDCAP 400 VALUE ETF 90 $11,494.82 $127.72 MTB M&T BANK CORP 250 $30,871.88 $123.49 MYL MYLAN INC 275 $13,357.58 $48.57 NSRGY NESTLE SA SPON ADR EACH REPR 1 COM 150 $11,669.55 $77.80 PSX PHILLIPS 66 COM 75 $6,502.78 $86.70 PX PRAXAIR INC- 55 $7,233.74 $131.52 DGX QUEST DIAGNOSTICS INC 100 $6,285.00 $62.85 FSEVX SPARTAN EXTENDED MARKET INDEX FD ADV 390.502 $21,860.31 $55.98 SYK STRYKER CORP 75 $6,232.78 $83.10 UTX UNITED TECHNOLOGIES CORP 60 $6,507.75 $108.46 VZ VERIZON COMMUNICATIONS 100 $4,968.00 $49.68 WMT WALMART STORES INC 60 $4,537.80 $75.63 ZMH ZIMMER HLDGS INC 50 $4,960.88 $99.22 Total Securities: $360,647.53 Cash/Money Markets: $1,483.66 $1.00 Total Value: $362,131.19 I ODNF W Brokerage Services provided by Fidelity Brokerage Services LLC Member NYSE,SIPC Clearing,custody and settlement services by National Financial Services LLC Member NYSE,SIPC P.O.Box 77000 t,Cincinnati,OH 45277-0034 o /lY Y6STM6NT'y Estate Valuation Account Number: Z19076503 Individual Value Date: 08/31/2014 Share Symbol Security Description Qty Value Price MTB M&T BANK CORP 4274 $527,785.58 $123.49 PH POLARIS INDS INC 100 $14,606.38 $146.06 TWTR TWITTER INC COM USD0.000005 2083 $104,524.94 $50.18 Total Securities: $646,916.90 Cash/Money Markets: $5,537.67 $1.00 Total Value: $652,454.57 Fidelity account 479-197300 Tod R Edwards—Individual: Security Description CUSIP Quantity Unit Value Market Value 08/29/2014 MTB Stock Options Plan $ $ 0.00 Grant Date 01/17/2006 918.00 $14.70 $13,494.60 Expiration Date 01/17/2016 Grant Date 01/17/2006 1574.00 $14.70 $23,137.80 Expiration Date 01/18/2016 Grant Date 01/31/2007 824.00 $2.32 $1,911.68 Expiration Date 0 1/3 1/2017 Grant Date 01/31/2007 1625.00 $2.32 $3,770.00 Expiration Date 02/01/2017 Grant Date 01/31/2008 1095.00 $32.35 $35,423.25 Expiration Date 0 1/3 1/2018 Grant Date 01/31/2008 100.00 $32.35 $3,235.00 Expiration Date 02/01/2018 Total Value $80,972.33 Fidelity account 479-197300 Tod R Edwards: Security Description CUSIP Quantity Unit Value Market Value 08/29/2014 MTB Restricted Stock Awards $ $ 0.00 Grant Date 01/31/2011 277.00 $123.63 $34,245.51 Grant Date 01/31/2012 1 526.00 1 $123.63 $65,029.38 Grant Date 01/31/2013 219.00 $123.63 $27,074.97 Total Value $126,349.86 M&T Bank Corp closed at$123.63 on Friday,August 29,2014 and$124.41 on Tuesday, September 02, 2014. 1)(,)I)vl.W Brokerage Services provided by Fidelity Brokerage Services LLC Member NYSE,SIPC Clearing,custody and settlement services by National Financial Services LLC Member NYSE,SIPC P.O.Box 770001,Cincinnati,OH 45277-0034 I NY6STM6NT� The beneficiary of the IRA account is the estate of Tod R.Edwards—100%. All values included represent the Fair Market Value(FMV)of assets held in the account as of the owner's date of death.The report does not include Limited Partnerships,Options,Precious Metals or Worthless Security positions held in the account as of the date of death nor any accrued dividends not distributed prior to the date of death. Values for any accounts that only hold those asset types are therefore,not included. Fidelity does not warranty the accuracy of this information for any particular purpose nor does Fidelity provide legal or tax advice. Consult with an attorney or tax professional regarding any specific legal or tax situation. FOR TRUST ACCOUNTS:Please note that if the account on the valuation is a trust registration reporting under a social security number(SSN),then the cost basis of 100%of the account will automatically be stepped up. If the trust has an employer identification number(EIN),a separate request must be submitted. The letter must include the following three items: 1. A statement that the trust qualifies under the IRS regulation to receive a step up 2. The percentage of the trust that should be stepped up 3. The signature of a currently acting trustee The request to update cost basis should be sent directly to: Fidelity Investments ATTN:Cost Basis 100 Crosby Pkwy,Mailzone KC 1 K-PR Covington,KY 41015 We hope this information is helpful. If you have any questions regarding this matter or need instructions on how to transfer the ownership of the accounts not yet transferred,please call us at 800-544-0003. Fidelity Inheritor Services Representatives are available Monday through Friday, from 8:00 A.M.to 6:30 P.M.Eastern time,or you may visit our website at www.fideliiy.com and search under"change account registration"for additional information. Sincerely, Fidelity Investments Operations and Services Group Our file number: W654701-16OCT14 D iI)N1•WBrokerage Services provided by Fidelity Brokerage Services LLC Member NYSE,SIPC Clearing,custody and settlement services by National Finn ncial Services LLC Member NYS:,SIPC P.O.Box 770001,Cincinnati,OH 45277-0034 :. -Vicious ious Cycles 1006 Hurl Avenue Dyne,Pa.1704:33 __. Tall Free 866-472-5064 viciai cle*ewom tee.117-737-6460 FaK 717-737-6461 Tov&=it may concern, Vieicus Cycles is a molproydi sales an&re M sW spiaiai2ing in th e.custm motorcycle hWustry.I have been asked to.condad as appy of d value on the fo l°vng. rcycle:1 : Date. o Y�rte,m `7 Oo-A �- v;c�s ' The maiketvAue risted awe ispan- _ t .ac is nagana oglionaf#heva emfforbedby odwi Ww mokweydesin*e eceman ?n s Cycles doesnQt Anarmee myvdwa�any torcy e: _ SigO �"�' 1006 Hummel Avemme — Lemoyne,Pa. 17043 __.. Toll Free 866-472 5064 viciobsgdles!gcx= Phone, 7-737-6450 Fax 71.7137-&61 --_. .. To whom it may.conch, .m is a motorcycle sales aad-repavi 9W Veciali is#be wstom• motareyde hidush 1have beer:asked to.condud an mesal ofd value on tb.e follows gmaoreyde:? Date Harl�� MW mate,moda 74 j 3 CA 14 Ma -value C s Ibex iwt vate d abate is c na .mei.is M=dY aR� �offlie.valide WpmqWMcksjn*ecuavnt jnc +aas.Cycles dies Qt ghee W vGA argmolorcycle. . Signed, !� Courthouse Online - General Info Page 1 of 4 t My Property Home . Notes & Responses Similar Properties General Information Parcel ID: 01-21-0271-553. Owner: EDWARDS, TOD R General Info Owner Name&Address Property Identification Dwelling Deeded Owner EDWARDS, Control No 01001690 Images TOD R Outbuildings Unit/Lot No Site Info Land (Fair Market) 2701 Deeded Land (Clean & Green) Mailing Address CHESTNUT Acres 0.15 Sales History STREET Value Summary Old Map Value History Number Comments Map City, State,Zip CAMP HILL , PA Sales View/Pay Taxes 17011 Similar Properties Property Location Date of Sale 11/23/2010 Municipality 01 -CAMP HILL Selling Price $1 f i. BORO My Property Home 2-CAMP HILL Deed Book- Assessment Office School District SD Page 201034311 Lobby Neighborhood 101 -College Multi-Parcel N Park Log Out 2701 Current Market Assessed Situs Address CHESTNUT Value STREET Market Land $42,700 Description Market $260,000 Building LAND LESS Total Market $3021700 THAN 1 ACRE Assessed Property Description Current Clean &Green Assessed Value Property Type R: Residential C&G Land With Buildings Land Use Type 101: Residential C&G 1 Family Building Tieback Parcel C&G Assessed Tieback ID Approved Not Eligible Homestead/Farmstead HS Approved Y FS Approved N http://www.courthouseonline.com/QuGeneralMain.asp?State=PA&County=Cumberland&A... 4/6/2015 Courthouse Online--Value Summary Info Page 1 of 1 c: r. My Property Home . Notes& Responses Similar Properties Value Summary Parcel ID: 01-21-0271-553. Owner: EDWARDS, TOD R I i Building Value Summary Property Information General Info Dwelling R: Images Residential Value $260,004 Type Residential Outbuildings With Site Info Buildings Land (Fair Market) 01 -CAMP Land (Clean & Green) Out-Buildings $0 Municipality HILL Sales History BORO Value Summanr Value History 2-CAMP Comments Other Residentials School HILL SD Map View/Pay Taxes Commercial Buildings Part Interest Ownership Similar Properties Lease Holds Value Override Clean & My Property Home Total Building Value $260,000 Green Not Assessment Office Approved Eligible Lobby Market Approach Clean &Green Log Out Proposed Values Fair Assessed Ag -Use Assessed Market Land $42,700 $42,700 Buildings $260,000 $260,000 Total $302,700 $302,700 Until further notice, all informal review requests must be submitted by calling (717)240-6350. f 11 1 C� http://www.courthouseonline.com/QuValSumMain.asp?State=PA&County=Cumberland&... 4/6/2015 1 Attor.n..ey_s At Law Please reply to: Sherry A. May, Paralegal P.O. Box 840 SamU@nssh.corn Harrisburg,PA 17108-0840 T: (717)236-3010 ext. 25 May 26, 2015 Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square, Room 102 Carlisle, PA 17013 RE: Estate of Tod R. Edwards No.: 2014-00904 Our File No.: 15640 Dear Sir or Madam: Enclosed please find an original and two copies of the Pennsylvania Inheritance Tax Return and Inventory for the Estate of Tod R. Edwards. I am also enclosing a copy of the Official Receipt evidencing the prepayment of the Inheritance Tax,that was paid on November 25, 2014. Please return the time-stamped extra copy of Inheritance Tax Return and Inventory to me in the self-addressed, stamped envelope enclosed for that purpose. Should you have any questions or require anything additional,please contact me. Thank you. Sincerely, CZ Sherry A. May, Estate Paralega �= �? ' 6- /sm ,ca Enclosures -- co �� ct) rs o c> cc: Bronwyn Edwards, Co-Administrator C.T.A. Lloyd Edwards, Co-Administrator C.T.A. Superior analysis . Effective solutions . Since 1871 Nauman Smith Shissler& Hall, LLP• 200 North 3rd Street, 18th Floor• Harrisburg, PA 17101 • 717.236.3010. fax: 717.234.1925. www.nssh.com r y v r^,a fit C-M 4 D CIO ED Pi µ a' CT' C N �.1 x , > w A. t1 -u .-uO - x 0) --J COD O O � t j X 2 rlj Z A o 00 (A o D O {n A td -a OOD v m C) O tQ CD O Q N cn � L O O UN1T� D O N O /� M-- �` � Q v T1 "n W w O N � N > Q-<oi O x mrn Wli M �O�i � o O N r - r f