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Home My WebLink About07-09-15 (2)THE LAW OFFICE OF RANDY HOPE _STEEN, LTD. Gan',"l... — e.,,.d I #300 � 14b..,, P,A I)i+I `R ' Register of Wills 1 Courthouse Square Carlisle, PA 17013 Dear Sir/Madam: Via Overnight Delivery July 8, 2015 c3 o ;o �m Q v c o n o rp m rn PERSONAL & CONFIDENTIAL Re: Estate of Bessie Johnson -' w ' r m DOD 01-07-2014 File Number: 2114-0094 Enclosed you will find one original Form REV -1500 for the above referenced estate, and one complete copy as required. All supporting documentation is attached, along with paperwork documenting that the Executrix, Leah K. Reider took over almost 9 months after the decedent's date of death when the previous Co -Executors were removed by the Honorable Thomas A. Placey. We apologize for the tardiness of this return, however, it was very difficult to piece together information from the previous Co -Executors, gather facts, determine what was done, what wasn't done, what debts were paid, what assets existed etc. In an attempt to be as accurate as possible, it took longer to amass the information than anticipated. Accordingly, enclosed is a check in the amount of $46,034.00, which represents the underlying inheritance tax due of $45,015.00, plus interest in the amount of $1,019.00. Also note, the estate is bearing the inheritance tax liability on the jointly held assets as was the wish of the deceased. Please feel free to call me with at any time with questions at 215.570.0047. cc: Leah K. Reider, Executrix Best Regards; By: Randy Hope Steen, Esquire 1 70 (104, r roc as+ 35o, BUREA"OF CI DIA. 'AXES N'GTICE OF INHERI-ANCE -`X N 1 �� _.!N AF F RAISEMINT. ALTI.ANCP CR SlIALISIANCE CAI90l Or 9EDUETiONS- AND ASSESSMENT aF TAX ON ucRRl euvc �n ,n.x non �' LCIN*Lv MELD UR TRUST g55ET5 S-_ I pennsylvania LUD FFA RT HENT Of REVFN LIE DATE 01-05-2015 ESTATE OF JOHNSON BESSIE DATE OF DEATH 0I-07-2014 FILE NUMBER 21 14-0094 COUNTY CUMBERLAND SSN/DC LINDA M JOHNSON ACK 14105635 5205 WINDSOR BLVD APPEAL BY DATE:03-06-2015 MECHANICSBURG PA 17055-3529 (Sre rrrrr-gee-(de ander ObjerNun,) Amount Remitted - --- MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE —* RETAIN LOWER PORTION FOR YOUR RECORDS _____________________________________________________________________ FEV -1548 E% AFP (11-141 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ESTATE OF: JOHNSON BESSIE DATE OF DEATH:01-07-2014 COUNTY:CUMBERLAND Percent Taxable X 0.500 FILE NO.: 21 14-0094 S.S/D.C. NO. . 209-12-7572 ACN: 14105635 IAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO.: 5005572502 TYPE OF ACCOUNT: ( X)SAVINGS ( ) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 04 11-2612 Account Balance 25,338.73 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Sublect to Tan 12,669.37 UPPER PORTION OF THIS NOTICE Debts and DedUctlons - .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 12,669.37 REGISTER OF WILLS AT THE Tax Rate y .045 ABOVE ADDRESS. MAKE CHECK IIY Due 570.12 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." !AX CREDITS : FAYMLNT FvEJCyEB!EFRT LS�CC-_N- i . - - Cp?F IN'fRENCFN C. cA( (- AMouNT- Fptb INTEREST IS CHARGED THROUGH D1-13-2015 AT THE RATES APPLICABLE AS OOTIINED ON THE REVERSE SIDE OF THIJ FORM TOTAL TAX PAYMENT .00 ' BALANCE O—T_X __UE_.. 5]0.12 ._.--__---T— INTEREST AND PEN. TOTAL DUE 574.70 ' rAL Ac.Ea - -' S CA -L. SEE REVERS, r -I EALCLLAIICN CF ADLITIOIAL :N'ERfS' IF 'DTAL DLE IF REFLEiTFD AS A "CREDIT" (CR). YDU MAY BE CUE A REFCNtl_ SEE REV ER SF clpE IF T+__ F.RM FOR TNSTRc^:CNC. DATE ESTABLISHED 06-25-2012 ACCoont Balance T -- NOTE: TO ENSURE PROPER CREDIT TO NOTICE 'NO;TV Pennsylvania BUREAU OF L TpkES C INHERITANCE 74X F.I •104 ARPFpl$FN ENT. l A G qN CF CR pIS.LLaRx CF JECAPTMENT OF FEVERci �V BVY (NO OF OEW S, ARF p55E5SMEMi OF 1qX pN x LX q La VV .1 �. RPI S!•JP ^i 1)Lx O.ni JOINLLY IYIL kELp 0R TR C$i ASSETSRIV — Debts and D.d.,tTon-v DATE 01-05-2015 .00 ESTATE OF JOHNSON BESSIE PAYMENT TO THE DATE OF DEATH 01-07-2014 4,808.92 FILE NUMBER 21 14-0094 REGISTER OF WILLS COUNTY CUMBERLAND LINDA M JOHNSON SSN/DC 045 ACN 14105634 5205 WINDSOR BLVD APPEAL BY DATE:03-06-2015 MECHANICSBURG PA 17055-3529 (See reverse Bide under OAjreliunq OR MONEY ORDER Amount Remitted ----�. MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE AGENT." CARLISLE PA 17013 DIIT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS -------------------------------------------------------------------- REV-1548 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 01-05-2015 TIERC T/PEN PAI. , ) ESTATE OF -JOHNSON BESSIE DATE OF DEATH 01-07-2014 COUNTY: CUMBERL AND FILE NO.: 21 14-0094 S.S/D.C. NO.: 209.12.7572 ACN: 14105634 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK NA ACCOUNT NO.: 5005566508 TYPE OF ACCOUNT: ( )SAVINGS (X) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 06-25-2012 ACCoont Balance 9,617.84 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 4.808.92 UPPER PORTION OF THIS NOTICE Debts and D.d.,tTon-v .00 WITH YOUR TAX PAYMENT TO THE Taxable Amount 4,808.92 REGISTER OF WILLS AT THE Tax Rate y 045 ABOVE ADDRESS. MAKE CHECK Tax Due 216.40 OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." TAX CRCOITS: FA YnENi AECE:RT DISCOUNT DATE NcnBCR TIERC T/PEN PAI. , ) AMOUNT Alp INTEREST ISCHARGED THROUGH 01-11-2015 l (TOTAL TAX PAYMENT 00 l' AT THE RATES APPLICABLE AS OUTLINED ON THE 'BALANCE --_, OF TAX DUE. 216.40 REVERSE SIDE OF THIS FORM T -INTEREST AND -PE —N 1.74 TOTAL DUE - 218.14 fA'^. ALTER T4:C. DA -F, SEF REVERSE IDR CA.CL!LAT:Ul (I ACG:"IONAL 1ITERE`i :F 'C -AL DUE IS REFLECTED AS A "CREDIT" I<R). YOU MAY BE DUE A REFUND. .SEE REVERSE SIDE OF —:S FORM FOR INSTRLCTI^NF_ suasxu or ixmnniut .Axss Nrax mosm RRI SINth PA P120-0601 Pennsylvania Inheritance Tax Information Notice And Taxpayer Response pennsylvania nEPARTMEN„OF REVENUE FILE NO. 21 ACN 14106348 DATE 02-06-2014 Estate of BESSIE JOHNSON Date of Death 01-07-2014 MARSHA A WHITE County CUMBERLAND 5205 WINDSOR BLVD MECHANICSBURG PA 17055-3529 MEMBERS IST FCU Account No. 6952 Date Established 01-24-1967 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due With 5% Discount (Tax x 0.95) the department with the information below Indic were a joint owner or beneficiary of the account Rema Payment and Forms to: REGISTER OF WILLS $627.60 1 COURTHOUSE SQUARE X 50 CARLISLE PA 17013 Type of Account Savings Checking Trust Certificate that at the death of the X 0.150 $47,07 NOTE*: If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax It (see NOTE') due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A ❑ No tax is due. B 1-1Theinformation is correct. C The tax rate is incorrect. (Select correct tax rate at right, and complete Part 3 on reverse.) D ❑ Changes or deductions listed. E ❑ Asset will be reported on inheritance tax form REV -1500. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. The above information is correct, no deductions are being taken, and payment will be sent with my response. Proceed to Step 2 on reverse. Do not check any other boxes. r7 4.5% 1 am a lineal beneficiary (parent, child, grandchild, etc.) of the deceased. 12°% 1 am a sibling of the deceased. 15% All other relationships (including none). The information above is incorrect and/or debts and deductions were paid. Complete Part 2 and part 3 as appropriate on the back or this /ami. The above -identified asset has been or will be reported and tax paid with the PA Inheritance Tax Return filed by the estate representative. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. JC pennsytvaDta 1505614105 REV -1500 OFFICIAL USE ONLY ar Bu neau of Individual Taxes County Code Year File Number RD BOX 280601 INHERITANCE TAX RETURN Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMODYYYY 01072014 10221925 Decedent's Last Name Sum. Decedent's First Name MI Johnson Bessie (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse s First Name MI RIB THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (� 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Agriculture Exemption (data of O 5- Future Interest Compromise (date of O 6. Federal Estate Tax Return Required death on do after 7 1-2012) death after 12-12-82) CID 7. Decedent Died Testate O 8. Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of WIIJ (Attach copy of trust) O 10. Litigation Proceeds Received O 11. NonProbateTransferee Return O 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) O 13. Business Assets O 14. Surprise is Sole Beneficiary (No trust Involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Randy Hope Steen, Esquire (215) 570-0047 First Line of Address 600 Eagleview Boulevard Second Line of Address #300 City or Post Office State ZIP Code Exton PA 19341 Correspondent's email address: rsteenlaw@gmail.com REGIST69 OF WILLS UMMNLY Z n REGISTER Of WILLS USE ONLY O T DATE FILED MMDDYYYY (D r on 70 no n� r Z m Ed -eao o O O D T LED STA 't c _ o c.D r m ti r PLEASE USE ORIGINAL FORM ONLY N Side 1 IIIIIIIINIIIIIII�I�I��IN�I�I�I�INIIIIIIIIIIIIII 1505614105 1 1505614205 REV -1500 EX (FII Decedents Social Security Number Daeeaeme Name. Bessie Johnson RECAPITULATION 1. Real Estate (Schedule A), .. 1. 136,432.00 2. Stocks and Bonds (Schedule B) ................................. ...... 2. 143,264.00 3. Closely Held Corporation, Partnership or Sole-Propnetorship (Schedule C) .... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash. Bank Deposits and Miscellaneous Personal Property (Schedule E). ..... 5. 7,832.00 6 Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 19,702.00 7. anter-Vivos Transfers 8 Miscellaneous Non -Probate Property (Schedule G) O Separate Billing Requested........ 7. 144,480.00 8. Total Gross Assets (total Lines i through 7) ............................. 8. 451,215.00 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 32,065.00 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1), 10. 10,406.00 11. Total Deductions (total Lines 9 and 10) . ... ....... ... .................. 11. 42,471.00 12. Net Value of Estate (Line 8 minus Line 11) . .......................... 12. 408,744.00 13. Charitable and Governmental BequestsrSec, 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. 408,744.00 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 .0_ 15. 16. Amount of Line 14 taxable at lineal rate X.0_ 155,211.00 16. 6,985.00 17. Amount of Line 14 taxable at sibling rate X 12 17. 18. o Amount f Line 14 taxable at mount of rate X 15 253,534.00 18. 38,030,00 19. TAX DUE ........ ......... .............. ...... .... 19. 45,015.08 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Under penalties of perjury, I declare I have examined this return, including accompanying schedules and Statements, and to the bast of my knowledge and belief, it o lire, co sect and complete. Declaration of preparer other than the person responsible for filing the return a based on all Information of whim pmparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE I IIBIIIIN11111g111111[1111gIP1111111111111111111 Side 1505614205 REV -1500 EX (Fp Page 3 File Number Decedent's Complete Address DECEDENT'S NAME Bessie Johnson STREETADDRESS 5205 Windsor Boulevard CIN - _ _. -.. STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 45,015.00 2, Credits,Paymenls A. Prior Payments _. _ 0.00 B. Discount 0.00 (See instructions.) - Total Credits (A+ 13 ) (2) 3. Interest 4, If Line 2 is greater than Line 1 +Line 3, enter the difference. This is the OVERPAYMENT. (3) 1019-00 Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE (5) 46,034.00 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 ......... .,._._.. ....__. ........_ ❑ 0 o retain the right to designate who shall use the property transferred or its income .................._.........._........... ❑ c. retain a reversionary Interest _,..,_ ............... ............ ........... .......... ❑ J, receive the promise for life of either payments, benefits or care? ..._...... ......... ..,_.... ❑ 0 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? _.._. .._...,. ❑ 0 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 i, 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 p2 PS. §9116 (a) (1 11 (gI. 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 PS. §9116 (a) (1.1) (it]. 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 step-parent of the child is 0 percent I72 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)I. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent 172 P.S. §9116(a)(1.3)J. 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 COMMONWEALTH OF PENNSYLVANIA SHORT CERTIFICATE COUNTY OF CUMBERLAND F''moi- L BF # <m, .. s I, LISA M. GRAYSON, ESQ. Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 3rd day of September, Two Thousand and Fourteen, Letters TESTAMENTARY in common form were granted by the Register of said County, on the estate of BESSIEJOHNSON late of LOWER ALLEN TOWNSHIP in said county, deceased, to LEAHKREIDER fflrsl, .1., lam and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 3rd day of September Two Thousand and Fourteen. File No. 2014-00094 PA File No. 21-14-0094 Date of Death 110712014 S.S. N Of y ag/srer of WiOr� Deputy NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL *01 `��`"j2 Coumr or cumbtrinnL IN THE COURT OF COMMON PLEAS OF THE NINTH JUDICIAL DISTRICT COURT DIVISION 21-14-0094 IN RE: PETITION TO THE ORPHANS' COURT DIVISION TO SHOW CAUSE WHY MARSHA A. WHITE, CO -EXECUTRIX OF THE ESTATE OF BESSIE JOHNSON SHOULD NOT BE REMOVED IN ACCORDANCE WITH 20 PA.C.S.A. §§ 3182 AND 3183 ORDER OF COURT AND NOW, this 19t1, day of August 2014, upon consideration of the Petition to the Orphans' Court Division to Show Cause Why Marsha A. White, Co -Executrix of the Estate of Bessie Johnson Should Not Be Removed in Accordance with 20 Pa.C.S.A. §§ 3182 and 3183, and the responses filed by the Co -Executrixes, Marsha A. White and Linda M. Johnson in accordance with this Court's 11 July 2014 Order, it was apparent from the tenor of the responses that the Co -Executrixes continue to have an inharmonious relationship and will be unable to coordinate their mutual duties and responsibilities. It is hereby FOUND that Co -Executrixes Marsha A. White and Linda M. Johnson are unable to serve as executrixes for the Estate of Bessie Johnson. Therefore, by the terms of Bessie Johnson's will, Leah K. Rider is entitled to serve as the sole executrix of the Estate. EST�ATE OF BESSIE JQRNSON, deceased �o I�u � m (D *01 `��`"j2 Coumr or cumbtrinnL IN THE COURT OF COMMON PLEAS OF THE NINTH JUDICIAL DISTRICT COURT DIVISION 21-14-0094 IN RE: PETITION TO THE ORPHANS' COURT DIVISION TO SHOW CAUSE WHY MARSHA A. WHITE, CO -EXECUTRIX OF THE ESTATE OF BESSIE JOHNSON SHOULD NOT BE REMOVED IN ACCORDANCE WITH 20 PA.C.S.A. §§ 3182 AND 3183 ORDER OF COURT AND NOW, this 19t1, day of August 2014, upon consideration of the Petition to the Orphans' Court Division to Show Cause Why Marsha A. White, Co -Executrix of the Estate of Bessie Johnson Should Not Be Removed in Accordance with 20 Pa.C.S.A. §§ 3182 and 3183, and the responses filed by the Co -Executrixes, Marsha A. White and Linda M. Johnson in accordance with this Court's 11 July 2014 Order, it was apparent from the tenor of the responses that the Co -Executrixes continue to have an inharmonious relationship and will be unable to coordinate their mutual duties and responsibilities. It is hereby FOUND that Co -Executrixes Marsha A. White and Linda M. Johnson are unable to serve as executrixes for the Estate of Bessie Johnson. Therefore, by the terms of Bessie Johnson's will, Leah K. Rider is entitled to serve as the sole executrix of the Estate. The Register of Wills is DIRECTED to issue letters testamentary in accordance with this Order upon proper petition by Leah K. Rider. BY THE COURT, Thomas A. Placey C.P.J. Distribution: Benjamin J. Butler, Esq., Marsha A. White LAST WILL AND TESTAMENT OF BESSIE JOHNSON I, BESSIE JOHNSON, of Mechanicsburg, Lower Allen Township, Cumberland County, Pennsylvania so hereby make this my Last Will and Testament, revoking any former Wills and Codicils made my me. FIRST: I am a widow. I have one' son, JOSEPH J. JOHNSON, and two stepdaughters. BETTY ABRAMS and LINDA J. PETERS. My stepdaughter, Linda J. Peters, has one daughter. TIFFANY HARNISH, and one son, GREGORY SHRIVER. I have one niece, MARSHA ANN WHITE, and one great niece, LEAH K. REIDER. My son, Joseph J. Johnson, who under no circumstances is to be considered a child of mine for purposes of this I..ast Will and Testament, or any codicil hereto, or for purposes of any intestatelaws, or successor laws, of the Commonwealth of Pennsylvania, is to receive nothing from my estate. SECOND: I give, devise and bequeath my piano to my great niece, Leah K Reiner. Tom, BIRD: I direct my Executrix, as soon as practicable after my death, to sell my real property with the residence thereon known and numbered as 5205 Windsor Boulevard, Mechanicsburg, l..ower Allen Township, Cumberland County, Pennsylvania, or any substitute residence I might own at my death. From the net proceeds thereof, I give, devise and bequeath a total of the first $15,000 of said net proceeds to two nieces and one nephew, namely $5,000 each to Marlene Cohen, and Natalie Cohen. GESSIF nmdtm,mem or assvaPagel �otmsou Page I of8 both of 131 Mountainview Drive, West Chester, Pennsylvania 19380, and $5,000 to Lewis Cohen of 3700 Gateway Drive, Apartment B 218, Philadelphia, Pennsylvania 19145. The balance of the net proceeds from the sale thereof shall be added to the rest and remainder of my estate to be distributed as hereafter described. FOURTH: I give, devise and bequeath my share of the house at 2279 Highland Circle, Harrisburg, Susquehanna Township, Dauphin County, Pennsylvania, if I have any interest therein at the time of my death, in equal shares to my stepdaughter, Linda J. Peters, my niece, Marsha Ann White, and my great niece, Leah K. Reider. If one or more of the above persons should predecease me, her share shall go to her issue, or, if not survived by issue, to the survivor or survivors of Linda J. Peters. Marsha Ann White and Leah K. Reider FIFTH: I give, devise and bequeath all of my tangible personal property and all casualty insurance that I am carrying on my said tangible personal property, except as set forth in paragraph SECOND hereinbefore, in accordance with written instructions that I shall leave with regard to said tangible personal property. I have complete confidence that my Executrix will honor any written instructions that I shall leave with regard to said tangible personal property. Any tangible personal property not so distributed shaft be donated or otherwise disposed of as my Executrix shall determine, or shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. 1—w,s.m r.,of Page 20£8 _ srsstsJaiNson B SIXTH: I give the rest and remainder of my estate. real and personal, in equal shares to my stepdaughter, Linda I. Peters, my niece, Marsha Ann white, and my great niece, Leah K. Reider, or their respective issue, or, if no issue, to the survivor(s) of them and their issue. SEVENTH: No person shall benefit hereunder unless such beneficiary shall survive me by thirty (30) days. EIGHTH: If any share hereunder becomes distributable to a beneficiary who has not attained the age of twenty-five (25) years. then such shall shall immediately vest in such beneficiary, but notwithstanding the provisions herein, my Trustee shall retain possession of such share intrust for such beneficiary until such beneficiary attains the age of twenty-five (25) years, using so much of the net income and principal of such share as my Trustee deems necessary to provide for the proper medical care, education, support andmaintenance in reasonable comfort of such beneficiary, tatting into consideration to the extent my Trustee deems advisable any other income or resources of such beneficiary or his or her parents known to my Trustee. Any income not so paid or applied shall be accumulated and added to principal. Such beneficiary's share shall be paid over and distributed to such beneficiary upon attaining the age of twenty-five (25) years, or, if he or she shall die sooner, to his or her executors or administrators. My Trustee shall have with respect to each share so retained all of the powers and discretions had with respect to the fiduciary duties and powers created herein generally. > WmU m r._ d Page 3 of $ aes5a ionNxox - NINTH: (t) I name my stepdaughter, Linda J. Peters, and my niece, Marsha Ann White, as my Executrices and Trustees. If either of Linda J. Peters or Marsha Ann White is unwilling or unable to serve, I name my great niece, Leah K. Reider. as substitute Executrix and Trustee. If both Linda J. Peters and Marsha Ann White are unwilling or unable to serve, Leah K. Reider shall serve alone. I direct my Executrices and Trustees, herein referred to as my Executor and Trustee, regardless of number or gender, serve without bond in any jurisdiction in which called upon to act. (2) Except as otherwise provided herein, if all of the above persons should fait to qualify as my Executor and/or Trustee hereunder, or for any reason should cease to act in such capacity, the successor or substitute Executor or Trustee shall be some attorney or bank or trust company with trust powers, which successor or substitute Executor or Trustee shall be designated in a written instrument filed with the court having jurisdiction over the probate of my estate and signed by either Linda J. Peters or Marsha Ann White, or if they fail to act, signed by Leah K. Reider, or if she fails to act, signed by the court having jurisdiction over the probate of my estate. (3) My Executor and Trustee shall receive reasonable compensation for services rendered. I give to any Executor named in this Will or any Codicil hereto or to any successor or substitute Executor all the powers enumerated in this Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular through the Pennsylvania t,n wu,oe uv.,,,roi �r Page 4 of 8 a£SStE X%INSVN B Probate, Estates and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without court authorization. ELEVENTH: All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportionment or right of reimbursement. I authorize my Executor to pay all such taxes at such time or times as deemed advisable. > zea€Nd T.. -f Page 5of8 6FSMEJOHM. W BI IN WI (NESS WHEREOF, i have set my hand and seal on this my Last Will and y'h Testament this A+ day of Aghi-c 2612. (SEAL) BESSIE JOHNS( N, E TATRIX M ATTESTATION CLAUSE. The foregoing Will was this ?N- day of 2012, signed, sealed, published and declared by the Testatrix as and for her Last Will and Testament in our presence, and we, at her request andin her presence, and in the presence of each other, have hereunto subscribed our names as witnesses on the above date. '- er/�ie�- �._s �\fy. Lkp4qi/ 1�-f _. 7 0 /� of��7/ �ca c ME. r : of Page 6 of 8 _ Bwssa iaaesoe BJ- SELF -PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF CUMBERLAND I, BESSIE JOHNSON, Testatrix. whose name is signed to the attached or foregoing instrument, have been duly sworn according to law, do hereby acknowledge that I signed and executed the attached instrument as my Last will and Testament; that I signed it willingly; and that I signed it as �x my free and voluntary act for the purposes therein expressed, on this the � h' tk day of 4D na' 2012. BESSIE JOHNSF , TESTATRIX Subscribed, sworn to and acknowledged before me by BESSIE JOHNSON, the Testatrix. on this a)- lv day of it, ' 2012. ==MY Np,RJONotary Pablic Ca+aPEVkw !d tau wn a 10 t of Page 7 of & Wssm )08N5 BI SELF -PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF CUMBERLAND We, witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw BESSIE JOHNSON. sign and execute the instrument as her Last Will and Testament; that she executed it as her free and voluntary act for the purposes therein expressed, that each of us in the hearing and sight of said BESSIE JOHNSON, was at the time eighteen (18) years of age, of sound mind and under no constraint or undue influence. ait 2.4P Witness Witness Subscribed, sworn to, and acknowledged before me by {H.%c'�' �- 4k �[ T. l�(l��(Y� witnesses on this the c9) "�ftN day of "-6� com'ow !" OP PZNNMvM NOTARbti.SF% M NMI£ t. JONNSCN7, Notary PLNC Camp Ha a0m., CumdNdM Cwn6' Ca{rmszan t9.20 5 ua w,n n u,{ or Page 8 of 8 BOBBIE 104{N4)5 2012. Notary Public `- .44___. _.. pennsylvania SCHEDULE A OEPAPTMENTOF PFVENpE me"APANCE TAY RETueN REAL ESTATE assmexr pecans. BESSIE JOHNSON 21-14-0094 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is dafned as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that Is jointly -owned with tight of surwlvorahip must be disclosed an Schedule P, TOTAL (Also enter on Line 1, Recapitulation.) 1$ 136,432 If more space is needed, use additional sheets of paper of the same site. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a mpy of the dead showing decedents interest if awned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 5205 Windsor Boulevard, Mechanichsburg, PA 17055 136,432 TOTAL (Also enter on Line 1, Recapitulation.) 1$ 136,432 If more space is needed, use additional sheets of paper of the same site. GINBA,,,, 1201, A. Settlement Statement (HUD -9) FINAL 1.®FHA 2.❑ftH5 0.❑Care. UnionsB. EAe Number: 7. Loan Nommea, 16, Morrii insolence Case Nomba,. 10.2a23GG 40250M 446-2Y19c07703 ;❑VA $.Q Cwv. ins. C. Nb4: Tn6brm b WnMed to Biro you a etakmenl tltaqual rotlkmenl cope Pmuunh pW to anE by1M sMMnenl penis ere eFbvmlmms manes "Ip.p. c)'xere pail aWVJe Ne tlaamp; IMY a4 aboxn Wena bt IMoimallooal puryoam en0 am nal lntluEetl In tet IOUIs. 0, Nam.& Address . 1 E. Name& Address of Salter, F. Nemo& Addres. eftendan Ralph P. No-elEky few ROvkr barrow d ba E541a of 5W,,s JobndM ENism l Mame,eadel, LLC 202 Fast Wmdlny Hill Read. Mo'doo"bug PA 1"1055 5205 erodes 8,:, Moopamcalm, PA lve5 3 ElroAke Campus, Salk 530 Charry Kll. N) a6W2 G. Ptopnty {ywiion, H. Sat(iemam Alsoft I, Settlement Data tOt=014 5205 Windsor Bivd. Guar6an irssler Gaepralr. 0laborsendet Dale IMM014 Mechanksefeg, PA 17055 4075 Missal St, Camp HIII, PA 17011 Lower All Tewnetvp Phro e. 717 9091700 F.: 117�72315se P18.e of SeN4rt4M. "Fal.Eals r86F 4075MmhNSent,Camp Hid, PA 17011 PM1Med tQ'3620fare 314e, by JMG See attached addendum for additional informaeon Previous eao,m mp f,.otele Page i of 4 HUDTS 70. Tm IR*A Y ftWfm $7.61400 Paid From Paid From wham d conane wIlm]a0 u tdb Borrower's Seller's 79r $]W, Funds at Funds at 1702 vavw Broker �eM roup Settlement Settlement 7w C re.mpaid nlsdtlertriti 7614m ae &.n Fe, n cacave soca Ptdnzn+as ^" xwaz ?O5. 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N 141 21000 Y 4.W Ap ® X❑ 11pnYeoanxa Iaeu P,o oN t. 0600 e)6Aa ... .._...�—... cietti i W $)W Yedl9ageXWralYH geai. t 902 7961 217981 Y t 5. .85 3.1 % 375 CtN uThcEmCMn B ^� t:konGMYM1iwmm rq144 InNaltlgiaAbryaudeww:axroMl N 1001 1 1366 92131 Oa'ryN ylldrag'j—ggdp�—$136M1 Od 20428 Y]36 T� mwxwx8 p Apl 576W A W _ iBe sYREA9 anObhlB0lb NWGx! .., p'101 1410W 1,No.W 48pN FYa Mlaxan TlYe Y Y{YN f0W 1 50 Y y ... i alit amoualu 3132.551A0 - Ygrban uwmk W Ydws VWI.ii4tl8 iI10:W fd81s ).15W% Yw vAreIYroroHYm6vvosEkrpvr+p?.zAem4 aM mYSNVHd)B Si64Ti iY.Wes NWrencelb ��( P�indpel Waal (S(q��ly1 I,p1 ABMgage lnsurwre Cm rdurintwaYlwanBal QNp ❑Yes,ursliaeebamarlmumpl %. TNet4elcm>ge rfiYbaon ! 1 antl fd'ICNdgta again B+wy Ye�allw t i Evy Uw1$e tlaIP, Y00rifAY061 rtYe W,YMadse tltlMa6i8M x. 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See attach d ffiddendem for additional infotmatbn Xup , prcarous BARlons dre obmlete Gage 3ai4 MUD CERTIFICATION OF BUYER AND SELLER Nve malima ly revleafb the HUW Statement Statement and IO the and W my knOMMpe and bele( Ills a this, and am.,. alahmml of a0 mos, and olebersamMla made on my acVlunl or by mein this IAnaatllon. I Father artily Incl l Nw rauNM a Way of the HUD, Somemen1G4temenl. a.�Ralph P. KdnUky Th6 HU Di $lalement'Mkl� nave prepertM laatlVe and eCCufc4 attAunl al this Nanaactlort Nve CausedWWIIWasetMNbe ndeto JO, ursed m eemrdamewAh Nie statement. S TtEME TAGENT DATE WARNING IT IS A CRIME TO KNOVIINGLY MARE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY RMRAR FORM PENALTIES UPON CONVICT" CAN INCLUDE A SRI ANU IM RU ONMENT FON DETAILS SEE TITLE IS U S. CODE SECTION 1001 AND SECT104 HIR See attached addendum For additional Information Preyiws earoom are Miami [e Pa, < HUG: Itemization of Your Loan Orinloanon eharnes Nartf9Al BArtpwe[ N.Ymeol BBllx, RNIN+P Kmef)ky Loch AeV0et 6ewOrtWMe Eua.INBessre JOMam 14 R2423 C 14 24230C r Pneiae010=14in 314W Leen R&tlM.&mAtp of O.e E'Wled Be991tl JAAmw LeahRion, 14-24MC 113413pC Prepaad 1plW12tl14 al 3'19 Van Nap: This Pape dispiaya an IfaMratt.n of the adjuNadori0imdon cMrgesshown in action 000 of the Hu0.1 Sehlem.ot Statemen hie page aeeompann s but is nota part of tM HUP15etb9ment3ut.ment Ha tliacropancy aziwz, tM Infwrtwtion on too tf.10.1 settlement Staumalnt...If... Your Loan OftloaOon Chem. 0ororwr Seller BLI, OurcOworpinationo", lrMad. 0,1101. Punt 0W'%w 00i GgsaYw Fes m Pkema Serca3 i.4W. Roxagln9 Fee hLAd Molt eS:Nwp 450,W ,.Oh 001. Your aedilarlaryelwinblla Ne si.arwinler%iml'CAOaon LxcHGxk 0tWooa W3. Ywr Mrystetl xpinanon rnxgas W87 OOo Town Chats ft. ItOmization of Lino. 1101 haI,'d K.roeat ReIpnP Ka.Uky Leen R&tlM.&mAtp of O.e E'Wled Be991tl JAAmw LeahRion, 14-24MC 113413pC Prepaad 1plW12tl14 al 3'19 Van Note: This ,*dispres, an Virniutbn 0 the i!,angel sM.n on, H. 1101 M to Hui i9st0ement $tatefnmla. This W@e epcompanles but is not a pan of the H JI}l SeMemenlSlslsmem. IT* di¢n ishay."ills, the infOrm.bon on th. HU613eulement Stdtementapum., 110D. Tdie Ch.rOn Town Chats ft. Who L1a1. The se n. aMl' l41le lnauranii0m 'N:nin dnfrolb, pn E ISW i50JNol Fes pucnaxs en Trarof.c 3 35-W J5'WLwrerfesPurgraae an TesStx aeon S IS.W i5Wm Torts, urn 3 3500 35.00iso- SePxa . Tlanei.0 .on E 1600 150at Traaix^ 3 12SM i5.eimWrsel. Trm'IarL 'lion S 20.00 MOO110]. Sehlm orcewe,ee S CAi0a,te.ereime�at TN're6oxaz'GE 1.34C.0.5 1,3WW iopb: i 1,W0.se O.W 1,Md.W 180.00 SNIerlLsndxcntlM Norm an • et POC=PW0ulslde Cbelea Ce•bWsrCM See attacheddd aendum for additional information .,,_._._....._...iVuni paaoos Irian. are obsolete sage l Or Y PRE -SETTLEMENT WALK-TIZR(DGH I.NSPECTION Thr o", mownmcndcd and -ypavcd for, bm ns renric*ad I. um by vrembere of da Ormre Aardsbog Assoo:aeon of P.EALTOPSTI DATE OF TIL. SALES A3REEWFInT.'-I RE PROP RTY:�.r C5i 1rt � rl ..111rr f r'r r•1. rd .:!4 ('7 (...j'j SELLERrs):FLi4c -f 1Lr 1- ."7111,111-_ vo:'Ea(s;. a. li�h 1/ -e K}—I Th d vo d Dv (s l o of I t p i d v b c Pr J P p on ( Il do P co; and have dere d err sat sr r n mat th., p p..rt} wa in :ubfu ma,P m.. m dr on a Ir r r- WL tuc time of cxc n the Aga to Sale. The Auyer(s) aclmowledge arat a0 non-,,hf estate -Isar t outlined In d,, Cresco. of Shlc were on the p;erzuses at hc:ime ofilisp.tro l and ad frmrra wcrwu place and'unctioning Poe following imms wem noted . NOT being M rs risfa ,-rI' condibon brit were accepted m `AS IS- conditio,. pl mr.w ff "NONE) The B ryerls) have rxerved espies of all mgwmd chomfmho,., and m psm,m, and understmod that von warranties hr included ..can ll,cmoellI indlcatcd on thew.' eporL Aglams and coed:t6r, hi the Agreement o` Sale have hem sausfic:only con. ____ The following items .,,m- rood u NOT being ivsaris:xaory wndi ion end NOT AC=PiBD by Bvyw(s)_ Agreomept for resolution is ss follows. In tic case of FHA..sd or VP, suarimmod purchasq @ds ce r[ifi,sm , small neither supersede norsrrppism the regmsn, pre -tial omevr inspection ccrtfficafion but shall suppl wnent same_ Buyer(s) warrants =t they arc not relying upon anp mprrsentation made by Sol]cr, Agent or Brother, end hereby relexsey quo Nomas, and £Dona dseharges, Seller(s), Shcer(s)' Ageots, Subagenq employeq and any Nth so, or parmtr r- any ave of them and any offer person, fittq or oo.Th rss r,, who mos be liable by or through them, from my and all co ims, losses, or demandsincluding pso moo.l orstri es, and all of the consequ:..n therm£, where now laow or not, vmcli may shore drieto the condition of the subics, property. W.Is: _ Buyer: _ D ht Witness Buv Date: _ Sell"(s) Irvo been advaed of Ihc. olts ofpuyer(s inotoril.- and cxc esoluuons "sod Herein. R7mess: Seller -� Date Wsrw TION N'MV@R jcomplem this section ONLY i,`invpectior is shoved by Ibe Buycr(e')1 1 (hc_ the urdcrs ps,d bn,,i 6f, above captioned pmpero, have been ndmsr.' M oro riyu to a Prc-seIDunenl mryecuon We hembp tleGine end waive ow riphl m asmh vissior. n and the benefits blemof and hereby hilcase, gmt clmn; cold forever diulwmr Sellers), Sdtc(s)' Agana, Subagents, empieyees, and anv offing orp;umet m m;p one of Wemand any other➢ssoq fico oq wbe ev be butte lry m, firogL lhmr lmn;x ,and all rla(rna lovscq or bomnn(L, L�Jndugpce . mrpomu v mimic, and WI of the wvscgnmcec plerpo[ wham Hues }atowo or not w1uGi nvey n¢se doe to Ifo eorvlldov of Jre suhjed ,.tl, NEt'-iso) Exf Mz-is) pennsylvania SCHEDULE g INHEM NCET INHEPD STOCKS & BONDS DETAXPENflN PESIQEM QECEQEM BESSIE JOHNSON 21-14-0094 �k $ R � � 7! j\ , »! !1 ! } } |f( [ | R t � _ //\------ t : ■ - ) � _ :;z|) {» � ) \\\ ----------- { k( - ---;------ !± { Z/}7§;§J§Z/ \k§\\ | \t)\\� \ \\\\ \ \ \\ f � a >! s� gg 4 c mm _ D t p C Wit C E Y 6m m sit mN 'a m i Ri t'Q m_ XW n N y o £gc u sit to o P E �_ Joe jSqT tit o owas O s.tm m`_o, m1<w n�ti F o m b a g i n° Em � I e 9m m n m $" N Eg Eng90� 8m% g o HFH �'c'm,J i'--��zz a ySN T 5+ S 38b. 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LLC has completed processing the account information change request that you recently submitted. The change could also be the result of a forwarding address order we received from the United States Postal Service - Please verifi the accuracy of the change indicated above, and notify FULCRUM SECURITIES, LLC immediately if there are ane discrepancies. If the information is correct, you need not take further action. Please note that if you changed your account address. a copy of this letter was sent to both your new and old address FULCRUM SECURITIES, LLC appreciates your business and makes ever}effort to protect the sccuritg of your account data MetLife IMPORTANT TAX RETURN DOCUMENT ENCLOSED '---'AUTO"3-DIGIT170 000ORM38583 038583 i,a�„ydli,i.Irt„NIrlI40l1,ap,i,r4lrgpi°°°ilh4nin Recipient BESSIE JOHNSON 5205 WINDSOR BLVD MECHANICSBURG PA 17055-3529 tomputershore Compufelshare PD Box 43006 Providence, R 62940 30M Within USA, US territories B Canada 800 649 3593 Datsid' USA USpompous & Canada 201 6806578 Hearing Impaired U01d 2016906611 vnww.computmshare.cornlnuestor Holder Account Number 00026576857 I N D 1111111111111 Raced Date 080oe2013 Cheri Number 0011208563 Pleasa see Torn" for impatent information. ',,W11 ErIJ619ES_lAiXlfiW tl10/0111q/i MetLife, Inc. - Combined Dividend Payment 12013 Tax Form 1099 -DIV CareCRd Of chedled) AxouraNumber 00026378891 Enron 1099 - DN - Dividends and Distributions 2013 Copy B - For Recipient RaWpiek's ID No. In 512 Payak FaMra19} XNo. a. 511-654RO18467 ThbkYnpwd4ia, IMwnawnmEbMie NmNM4btlle lmnnel Aawnue 4mvka, ayouem �equlleEb9be rtNm,elnpllpaa OMB No. 1515.0110 ,naM orou.r°niutlmmw M inpea4 oo Mu Rlkh lnoalw 6h *-WIM IRS C,bmareatlm ft nix ml Mennpom4 pnmima M A. Toaary'nb�ml4mmi. amus Reciplem BESSIEJOHNSON 5205 WINDSOR BLVD MECHANICSBURG PA 170553525 ,=T»wlOkirre m OuaRie9 a Nom}nr0erw a re�eaw.wcuwc a umxpi aux y..,.,.r � ..��.�—.. ro ParrjDeWESDld4erMs 19) DLsldbuYona (y) rnx wlTR. aDl Pad(9) wOa.P am�1 OrNi(9114.14 -1414 pop crop One COMPUTERSHPAE A9 Ct15T001ANMETLIFE POLICYHOLDEFO BPROVIDENCE (Keep for your um—,Ja) MetLife PoliCytiolder I rUSt Annual tite[emen[ u— RscaM Peyabk ( SecaRy Tales Dust i Dtridend! Durrant( Tax D�� TorI Oah DMe DescBptlon Inleuatsl Rale DialdbuWn Amount pi) (iI MarMk Value06 Feb 2013 13Mac2013 TRUSTINTER£STS t4 9o.1e500 2.59 ew 159 52598W Mey 2013 13 Jun 2013 TRUST INTERESTS 14 $0.27500 3115 0.W 385 568.26N Aug 2013 13 Sap 2013 TRUST INTERESTS 14 $027500 385 0.00 385 696.78O8 Nov 2013 131 2013 TRUSTINTERESTS 14 $027500 385 000 385 71196 Year-Toonte Pak 14.14 9.911 E mlowE TR.31 w r 46UTX M E T L + MetLife Policyholder Trust Annual Statement The aggregate amount paid to all Trost Beneficiaries for the quarter and year ended December 31, 2013 a $52,865,613.72 and $198,159,525.17, respectively Trust Beneficiary Information You may purchase or sell your shares of Marble, Inc. common stock (represented by "Trust Interests') held in the Mail Policyholder Trust (the 'Trust"), free of any commissions or other fees, under the Mail Purchase and Sale Program, as amended. A copy of the brochure describing the program is available on the Internet at Up fl nvesiocmeNHe.com by selecting the Shareholder Services Information page, or by tailing the number listed on the reverse side. You are permitted to transfer your Trost Interests only under the circumstances described in the brochure. You may also instruct that all (but not less than all) of your shares of Mesh Inc. common stock held by the Trust be withdrawn from the Lust. Information regarding your withdrawal rights may be found in the Me1Lde Purchase and Sale Program brochure or by calling the number listed on the reverse side. MetLife, Inc. amended the MetLife Purchase and Sale Program Procedures in October 2012. As a result, you may no longer use a money rder to purchase dd tl al shares of Mai Inc common stock through the Nil Purchase and Safe Procter. An annual shareholdersmeeting to elect members of the Board of Directors of MetLife, Inc. and for the transaction of other business is expected to be held on or about April 22, 2010. The deadline for submitting shareholder proposals for consideration at this meeting was November 22. 2013. A copy of MetLife, Ines annual report and proxy statement will be available free of charge on or about March 31, 2014. along with other MelLile, Inc. and Trost filings under federal securities laws, (i) on the Internet at wwwmetlde.com by selecting About Metl Corporate Governance, (it) by wrifing to MetLife, Inc., CIO Computershare Inc., PO Box 43006, Providence, RI 02940-3006, or (iii) by calling the number listed OR the reverse side, These and other SEC filings by MetLife. Inc. and the Trust are also available on the Internet at www.secoov. Important Note: To avoid being subject W abandoned property rules, please keep your account current. Instructions for Recipient Recipient's Identification Number: For your prolective, this from may show only the last bur digits of your taxpayer identification number. However the issuer has reported your complete identification number to the IRS ark, where appliabla to slate ander local govemmenls. Account Number: May show an account w other unique number the payer assigned by distinguish carr account. Box ta: Shows Iblal ordinary dividends that are taxable. Include this amount on line 9a of Form 1040 or IN OA. Also, repod it on Schedule B (Form 1040 or mount), it requires. Box lb'. Shows the godbn of the amounl'rn box is that may be eligible for reduced capital gains rates. See the Form 1D4OMWOA Instructions for haw b delermine this amount. Period the eligible amount on line 9b, Form 1040 or IMA The amount shown may be dividends a corporation paid directly to you as a padidpanl for benefit a y of a pabopenp in an employee stock ownership plan (ESOP). Roped it as a dividend on your Form 1NO11040A, but lreal it as a plan distribution, not as investment Income, for any airier purpose Be. 3: Shows the pad ofine d eNbution th is numerable because it is a return of your cost (or other basis) You must reduce your cost for other basis) by this inattention [curing gain or lass when you sell your slack. But if you get back all your ones (or ober basis), report fulare distributions as wglal gains. See Pub. 550 Investment Income and Expenses. Box 4: Shows backup wtlhhaldng. For example, a payer most backup withhold be adaig payments from die not give your taxpayer identification number to the payer. See Farm W-9, Request for Taxpayer Idedsifiaibn Number and Cancra ion, for information an backup withholding. Induce this amount on your income tax return as tax withheld. Box 6: Shaming foreign tax pu may be able b claim as a deduction eradication Falco 1040. See the Form I IWO instrudions. Box 7: This box should be left blank if a regulaled investment company reported the foreign lax shown in box 6. Box 8: Shows cash liquidation bistribeens. Nominees: If This form indutles amounts bebtging to alwlher person. you are considered a nominee reepient You magi file Form 1099 DIV (wile a Form 1096) wish the IRS far each of the other ev rrers to show brelr shared the Income, and you must lumish a Fore 1099 DIV to each. A husband or wile is not required In file a nominee rebm to show amounts owned by the other. See the current tax year General lnslbudions for Certain Information Returns. 00wreA(Rw-nn31 asurx_onowa a ro,CMbbS wmMEn rai MET.125105 M2WO35741M3374Ih1D MetLife Policyholder Trust - Dividend Distribution See Over for Direct Deposit form Attached is your First quarter Dividend Summary and check. You on now elect to have your dividends deposited directly into your bank account. To participate, please complete the enrollment forth on the back of this statement and return it in the enclosed Postage paid envelope You may also enroll by calling 1400.6493593, and at the main menu say "Direct Deposit" or Press 5. Please refer to the enclosed instructions before enrolling. Dividend Summary Holder account Number C0026579e57 Record Payable Security Total Trust Dividend Current Tea Net Total Stock Price as of Date Date Deecnption Interests Rate Distribution Amountl�S) Dividend ISI; Market Value, Record Date 06 Feb 2014 13Mar2014 TRUSTINTERESTS 14 .$0.21500 385 000 365 680.26 4959000 Yur-To Pant 3.95 0.04 0 1 U D C M E T L + JWSSPOme,a mHxDaPP / —..1101,de,maa�eurmrammm[sncr��a¢c.wxriue.�w.w."..o rwFeca^1«xlrvoiowoeneuuwriorarn. ururoeecwancmvvn c -3uewnem ru: runue MetLife Bank ta DAmerica K12a Allaald, ekelb Camay, George Bit GA PtfaSEDBOWTHISCHEGKPROMPn.Y VOIDSMUDNI 5FROM CIECAFKTf. Pay $"'fHFEEDOLLIMAN[YEIGHNFNE(8115"" CldNmrser: e474m6az6 l�b� 03 Mar M14 0 Bf Of' RA 17055-3519 $.,<:3.85eraa SmwlAka &Tnbeem 11FadN�96�leia'IBC.MaLWfbfa ��. d� e..ymgrvmrr.rmm Na9m4iB6'Slpe4aeiej 250RgmI8f:Ca0n MA02021- . 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Box 30122 College Surtion, TX 77842 ADTAI ws Thu,' BESSIE, SOHNSOR 614 0339-4-4-MAAD 5205 NIRDSOR BLVD MECHANICSBURG, PA 17055-3529 i.lilgnmiipi,giulllhyq�iPppip�p�pgr�duihii4 CHECKNO: 0001525936 ACCOUNT NO: 6184356 Your ADT account number: 6184356 Dear Valued Customer: PAYMENT SUMMARY CHECK DATE: 03/05/14 J Our records indicate a credit on your account for $10.98. Included with this notification is a refund check for this credit amount. If you have any questions regarding this refund, please contact ADT at 1 -877 -ADT -BILL or email us at checkrefunds@adt.com. Customer Care ADT Securty Services, lnn 14200 East Exposidos Avenue Aurora; CO 60012.2512 ADTA/ways An .* - 11 TO BESSIE JOHNSON OR BLVD THE OEn. MECHANIC BURG, PA 17065-3529 OF: THE BURR OP .REN. YORK MELLON PITTSBURGH, PENNSYLVANIA '16000 IS25936ii' 1:04330L60I': LOD...L.26Sill 60-160/433. 03/05/20M .0001525936 VALID FOR 210 DAYS I pennsylvania SCHEDULE E DEPARTMENT of REVENUE CASH, BANK DEPOSITS & MISC. INNER�TARCE TAX RETUPN PERSONAL PROPERTY RESTD2 oeceoeNT ESTATE OF: FILE NUMBER: BESSIE JOHNSON 21-14-0094 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. 1 2002 Lexus, VIN JTHBF 30GX20071343, ES Series 300 5,000 2 Personal Effects from home turned over to Allegheny Furniture Contract # 004613 1,306 3 Reimbursement from Comcast Account# 09547-21943602 63 4. Reimbursement ADT Security Account # 6184356 11 5 Sayers Jewelers -Estimate Silverware 977 6. Yamaha Clavinova Piano TOTAL (Also enter on Line 5, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. 475.00 7,832.00 Jerald Ochsne 11-0 ened Menage' Lexus of Chester Springs 411) p e.tmcn Pike ChcMcr Spring,, PA 19425 nnO-?21A000 • Fuz blo-311-Nlal )ocnsnrrsii�zusofchrsterxpmgsr m IDWiµiP%n90t[IICSSN rSrrieg9.COln .e —� Manager itp�atwa Amer Appraisal Summary Lexus of Chester Springs 400 Pottstown Pike 2001to>asassor ITeeraocxzomixa Chester Springs, Pennsylvania 19425 Customer Information Name- 4444444 44 Address' _ City: ... Sran:/Region: Postal Code: Edend Phone (Home) (444)444-4444 Phone (Work): Phone (Mobile): Vehicle Information VIN: JTHBF30GX20071343 Year: 2002 Make: Leans Model ES Scncs: 300 Additional Information Od.ne or 81.962 Interior Color uteri., Color: Retgerran Transmission: Automatic Condition: Comments: damage on left rear door lower rocker d rear door dog leg damage dmfs rear bumper car will not stay running Extended Warranty: Good Until: Factory Certificatiom Time: Odometem Vehicle Salvaged: Flood Damage: Factory Buyback: „ Oaheri Replaced: Improvements _. Tag cr Plate: Lien Huldec Lien Account #: Lica .Address: Lien Payoff BMV fee Title in Name of: Title in SraauReyioe of: Tag State/Regio¢ ExR_...._ _ Phone: Good Until: Per Diem: Appraisal Date: 912012014 Est- Recand/Gerd.: $2 0001$995 _ Appraiser Jerald OchsnerGoad Until: 9127/2014 pm.ias] Amount: $5,000,00 s eaaa�a - Stnm L+1 NR1 bOi t011twll a a 3 Q '-r 91q-0 0HN� �awm zK �1 �qH YZA ON[�J BCH ma H �n law n i u w m� m M b m0 Nm b R. I4 G O rt CC M O H YOeONM h N tnim a q g ro z (1 O i Np n m b Rmo-m x o w mmmw z rt m n n 00 'p N Sd•+1 R IbN O YSR Fi m -1b r YIroS w 10 Y Phim H C ra �p l+wJ K K V Or k> m mb w ow M00 w ac b m n 0 O <w O Y Onrt R N p mOnn C n w' oo-b b o Yb k F M EO 0 b O O Yo O R v� crt�o- ro 6 b b !1ip��Jii O .Cmn 0 •t m n a 00 p n o m rt U m wr n N §k i+Y' q y .0 MO m n n 0 0 m x ';i b gg KngR y O i� IT A 0 p Ntw*Ma C r a• w K koav N pm' a w9M,p Y v e �m +p o s4 n wnnK w ,> �Ne � pww°c m Y k N _ <m b X Gn r Y C•Ym Y m nrtC C m w pq6 + m Y 99n n x K hs b• o io H n Stnm L+1 NR1 bOi t011twll a a 3 Q '-r 91q-0 0HN� �awm zK �1 �qH YZA ON[�J BCH ma H LO s. \ T N " 1 1 N \\ O � J � 1 T C \� i \ Z y \1 s 0 n 6 a U s H J P O U V \ Q o 2 uN n ` i W O U V v s W Wa W vv N v N � t f G W W Y ` Y c O \r1 }i li AV O Q a SPR NGS 400 P aaa n Pike ChZvEr Springs, PA 19425 (610) 321-8000 F..:(610) 321-8080. DATE' 22SEP14 TO THE LEAH K REIDER ORDER OF 6 WICK DR PARKESBURG PA 19365 Bank ofAmedea 032096 32096 60.2-08/312 OUNT AMOUNTOFt: ECK RS 00 1 CENTS $ rtrtrt**+5,000.00 PAYITHIS AM *******5,000 DOLLA LEXUS OF CHESTER SPRINGS VOID AFTER 90 DAYS By By AUTHORIZED SIGNATURE 5.000.00 DETACH AT PERFORATION BEFORE DEPOSITING CHECK REMITTANCE ADVICE Pit, Date: 12-19-2014 13:56 ALLEGHENY FURNITURE Paye 1 Contract 004613 01 AFC - HARRISBURG Open Consignor CO2Q'f pontYttpt Uate 09 OS 2019 iPy>ik'- 49 BTA',^L CF BES$SE JOHNSON CpIlTSBC',-EAd3r�2it dd'5 �d7�, `y w1Cx DR -VE Eaoxd`31etgvn�a3a pta?� f nz x �>aanc�icssipn 50 008 0 days�15.000 _ARnSBORG -A 19365 60 daya �90.008 �(484) 354-5952 �90 days, ----- -- LEAR,REIDFR@VBNIZON. NET Payable Balance _ $.00J -. �/p Paid Chock 1:'151 j 09-21-201A_ $294.48 Ref A11659001 $49.99 Ref A11689001 $55,00 :.he::k 119 05-`<4-20-4 $125.,0) Re: 1 A11644001 Ch®ck 1'1007 O -1A-2014 5243.36 Ref A11950001 $1,10 -_ Re: Ai1952(101 2014 �— 5286.86 Ref A1216 .'002 $21.37 Ref A11990001 $67.50 Ref A12065001 $9 deck 1^G76 10-22- A12010001 201.8"] — a '1.62 R 4121840011 i 3 et58.37 Cnei^.k _23801_ 09-2014 $287.69 Ref A1214800, L 59111 Check -tem I I Prod I I Qty N,nbez DeptiType Brand consign CO24'P-O0000: AT AAT AFCCO 1 SMALL CLOVER TAB:E Small accent table in clevei shape CG2QT-000002 BR BR AFCCO •-HERRe LINGERIE CHEST MC;Anre5 -6 x 14 a 50 CO2QT-000003 AT AOT AFCCO 1 PA-NTED SOFA TABLE seta table Witi side shelving Meassres 50 x 14 x 29 CO2QT-000004 LT LI1 AFCCO 1 STIFFEb L -MP With done =,_.ode and fiinge 15 C�,F Qty Qty Original Mazk down Selling ld Return) Ave C� Pcs Pace On I Piece_ 0 0 1. .00 09-05-20:4 65.00 Sold A121o5 12-1 2014 10-p5-2014 55.25_, - 11-04-2C14 39.00 1 -04-2014 3215G 1 0 G .00 09-05-2014 215.00 _ 'S6id ?1%1i 6.. 10-_�r21 S4 j1F-GS-2(}14 1882.45 —J �4-- ll-09-2014 129.00 12-04-2914 107.50 C o 1 .00 F7_9 - —o5 - 2 o 1 99.99 -Sc1d 411559 (09flb-2C1� 0-05-2024 44.99 11-04-2C44 59.99 12-04-2015 49.99 1 0 0 .00 09-05-2014 139.99 So i(I Al^,'198 11-O.h-2019 10-0$-2019 118.99 (_L__o4-2014 83.99 12-04-2014 69.99 Print. Data: :2.-19-2014 13:56 co2Q1'-060305 AT AOT AFTC0 DROPLEAF COCKTAIL, TABLE t102Q1-Q00006 OP =3"1 AEtiCG FOOTSTOOL L: taoestry [abaic CO2CF-011000? LI 111 AFCCO FI,OOR LAMP WITH TABLE ALLEGHENY FURNITURE Contract 004613 01 AFC - HARRISBURG Open 1 CO2QT-800008 VI NI1 AFCO _ 3 RING MIRROR grass finish mi aro= wI-h 3 r -ug design CO2QT-000009 A- AO" AFCCO 1 FAIR OF TWO TONED END TABLET Walnut on white enc tables wits pedeste- base CO2Q1-000010 CF III AFCCO 1 RATTAN SCEP. Dark rattan sofa with floral cueiions by £TARN AL-IIN 0 Sold A11.891 09-21-20].4 0 0 1 Soltl A11950 10 02-20:4 i 0 0 _.. _ sold a11990 .. lo-us-zoln 0 0 2 1Sold A119521 10-02-20].4 12 -OS -20i4 Sold' � Page 2 ,OG 09-o-5-2014 14y.99 10-05-2014 127.45 11-04-2414 -'a.99 1 0 C 12-04 -201_4_4.95 .00 �09-05-2014_ .co 1 69 05-2014 23.00 Sold 1692 10-05-20].4 29.65 10-05-201.4 11-04-2014 17.40 by E'THAN ALLEN 12-04-201.4 14.50 .00 Q9-05-2014 129.04 10 0,-2014 109.65 11-04-2014 71.40 124.99 12-04-2014 64.50 '_ 0 .00 �_ 15-et_14 L'5.06 11_0.00 10-0.8-201.4 114.75 ,So �A i 11-04-2014 81..00 10-05-2614 12-04-2014 67.50 .00 I 09-05-2014 3A.99 -. - 10-05-2014 I _..__ 33.99 11-04-2014 23.99 12-04-2014 ] 9.99 55.00 .00 09-05-20'-4 475.00 1 0 0 10-05-20_4 403.75 -OG -20>' 250.00 11-04-2014 285.00 �So1d Ail &i4 �... 2-04-2014 I 237.50 NWasures 8- inchms wide CO2QT-000011 OF OF-' AFCCO 1 1 0 C 1 .00 �09-05-2014_ 249.99 RATTAN ROCKER Sold 1692 09-10-204 10-05-201.4 212.49 by E'THAN ALLEN 11-04-2014 149.99 12-04-2014 124.99 CO2QT-0000_2 OF OFl AFSCO 1 '_ 0 0 1 .00 L09-05-2014 11_0.00 RATTAN TV STAND ,So �A i 05 09-1v-201 10-05-2614 93.50 ___ L`-09-2014 66.00 12-Q4-2014 55.00 002QT-000013 OR BE AFCCO 1 1 0 0 1. .0009 -OG -20>' 250.00 CHERRY 4 DRAWER CHEST �So1d Ail &i4 F 04-24-2014 10-O: Ql2 212.50 by ETHAN ALLEN 11-04-2014 150.00 12-04-2014 125.00 Sane wear on the top but perfect tc ha'.d a lamp or your favori-e book Measured 32 a .7 x 31 CO2(P-000014 9T ACO AFCC6 _ 0 D 1 .DO 09-05-2014 =19.00 CURIO sold A12364 11-Of3-2014 10-05-2014 101.15 12-054-2014 71.40 12-04-2014 59.5) Pain C. De,t: 12-19-2014 700.oG ALLEGHENY Ft7RNSTURE 3:96 L...11-04-2014 Contract 004613 )1 12-04-2014 Ol AFC - HARRISBURG ,00 05-05-2014 475.60 Open cO2n1 ,ornaas BR BR AFCCO 1 285.00 -ARGE DOOR CHEST WITH MIRROR 231.50 S. A12399 L'-09-20LA n20T-00h0l, OF 0-1 AF=0 1 2_ 0 0 S RA'PTAN LUNETTE 11-04-2014 Sold A12010 10-18-2014 42 inch Glass top _at'..an _able with 4 _nzi,c 135.00 F0-0.5-2014 C62�T-OODC17 Li LI1 AFCCO 1 0 TEAL BEDSIDE. LAM? 12-04-2014 67.50 ��Ci NOi d,eAA CO2pT-000018 OR BRN AFCIX: 1 0 0 1 2 DRAWER CHERRY NTGHTSIAND rsoldi Al2i84 . 10 -2d -201A Me3suxes 24 x 18 x 26 Page .00 09-05-21114 700.oG 10-05-2014 595.00 L...11-04-2014 )1 12-04-2014 _-----422:0_6 350.00 ,00 05-05-2014 475.60 10-0!.1-2014 403.75 11-04-2014 285.00 '_2-04-2014 231.50 .06 09-05-26_4 66.00 10-05-2014 5°.25 11-04-2014 39.00 y 12-04_2014 7 _ 32.00 .00 09-0S-2014 135.00 F0-0.5-2014 114.15 11-04-2014 81.00 12-04-2014 67.50 since 1950,�,,yQM1y�,,�*�{. am �wyvW��u1:fA'lVJ u.vi c� MI<rurgrt Z Z4 976 • � � _ -- 0° ^B•Morditbrimlian•Pkfimei 74818k 19 S. Mein St, Smy=- 302$51.9456 vex Yer4mlersendg mk)giets.COm -ALU c�lt� 6/2912015 Forsale-Yamaha Clavinew Rano...-Ponselon Junction08550.NJ Yakaz Yamaha Clavinova Piano - Perfect Condition - S... This classified ad is published on craigslist.org For sale 5475 Pm �... n ...1 . . a.gse" c_ Yamaha Cl avinova cip - 120 for sale in the Princeton Junction, nj area. Piano has barely been used Seller can deliver within a -20 mile radius for an extra $50. Shipping not available. Contact me if interested. Before coming over to see it, would be happy to send a video of it being played to confirm sound quality and condition. yamaba aarno.a np 12r, o.'d vam"d da .... va AEwn Yakaz-tlCIII' Submit feeds - Temale - Sa, - Preas - iPhore - Apses Parual Map data CC By Ir, flpenSmelNao wnnibutors C 2015 Yakaz reps:/lus Yakaz.can/pmtsl00079khaR6n5ga?v-vt 1/1 FAR1509EX+ (00-15) Ifpennsylval OEPARTMEM OE REVENUE INHERITANCE TA% REIU U1 PESIDENT DECEDENT SCHEDULE F JOINTLY -OWNED PROPERTY ESTATE OF: FILE NUMBER: BESSIE JOHNSON 21-14-0094 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Linda Johnson e. Same as above [. Mandl White for C and D JOINTLY OWNED PROPERTY: 608 Wiltshire Court, Wexford, PA 15090 1 Stepdaughter 2508 Strasburg Road, East Fallowfield, PA 19320 1 Niece ITEM NUMBER LERfR FORl01Ni TENANT DATE MADE IOINT DESCRIPTION OF PROPERTY INCLUDE NAMEWFINANCIALIN51iD1LI0N AND BARN ACCDUNTYUMPER OR SIMILAR IDENTIFYING NUMBER AIIACF1 DEED FOR JOINTLY HELD REAL ESTATE. GATE Of DEATH VALUE OF ASSET ab of DECEDFNR INIEREIT DATE OF DEAIM VALUE Df DECFDEIJ"S INTEREST I. A. 06125/12 PNC Bank, NA, Checking, Account # 5005566508 10207 50 5,104 2. B. 04111/12 PNC Bank, NA, Savings, Account # 5005572502 25339 50 12,669 3. C. 626/87 Members 1st Federal Credit Union Account 6952-00 628 50 314 4. D. 0626187 MetroBank Checking Amount #0082001249 2,240 50 1,120 TOTAL (Also enter on Line 6, Recapitulation) $ It more space is needed, use Additional sheets of paper of the same size. C PNC April 3. 201 5 Leah Reider 6 Wick Dr Parkesburq PA 19365 R& Bessie Johnson SSN: 209-12-7572 DOD: 01-07-2014 Dear Ms. Reider In response to your request for Date of Death (DOD) balances for the customer noted above. our records show the following: Checking Account Account" -5005566508 Established: 06-25=2012 BESSIE JOHNSON I LfNDA'..MA,RLE JOHN SON DOD balance: $10,20679+ 0.07 accrued vflerest Interest fund 0l 01-2014 thru Q I-07-2014 $ 0.00 YTD Savings Account Account 4 5004572>01 Established: 04-11-2012 BESSIE JOHNSON .. L NDA MARIE JOHNSON DOD balance: $ 25338.73 + 1.45 accrued interest Interest paid 01-01-2014 tluu 0107-2014 $ 0.00 YTD Please note that this office provides date of death balances for deposit accounts (IRAs. CDs. Checking and Savings)- We do not process any financial transactions or provide statements. If you need assistance ndth any of these items, please call 1-888-1'NC BANK('I-888-76_^-226,5) or stop by your local PNC Rank branch office. SinCerety. National f=inancial Sert'ices Cerner PNC Bank. N.A. Member FDIC Paue 1 oft This mes,coge is intended for the use of the individual or enni )'to which it is addressed and may coMah] i7'ii)07Iati0t that 7sp7-ivileged confidential and erernpt.f,-on; disclosure under applicable tal, lfthe reader of'd+is message is lot the intended recipient or the emploi�ee or o,, nt respon,eihle,/or deiirerimg this message io the tnterded recipient, )you arc herebinoufte d that any, dissenrinatior distribution or copying of this co mmunicalions is sn iclly prohihited Ifyou have received this coinntmtication in ervar.. please notify me immediately hip reply or by telephone a! 800 -?o2-175 and immediate!,), desnrop this faxed document_ Ya_e Z of 2 3836262 008'4 00008200124900000208)9-0001137 ,00874 3836262 001 092140 BESSIE JOHNSON OR MARSHA C WHI'fF. 5205 WINDSOR BIND MECIIANICSBURG PA 17055 Melrn Funk 3801 PW.l Svl e Harrisburg PA 17111-1418 1-888-937-0004 . merronanr.eom WOhpc 7 d., a wwk. 24 hours u day m 1.888-937-0004. 50 PLUS CHECAMO 0082001249 'I rensac0ons By Dare Interest Summary Fees Summan' Por your eonvrnienu, a summary of overdraft and remnted hent fus app<ars nn your monmly swmmenl. Pleam note that the overdraft fee sum includes non-snffrciem funds fees, oncollecld rands reel and unavailable mods t, The summary docs not rooter ¢fondcd or waled nems nedimd rn rnur aconam. 9 Cycle Pa@e I of 2 NOTE '..SEE RFVFRSF SIDF FOR IMPORTANT INFORMATION Member FDIC REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Added LOAN ACCOUNT: Account Number/Suffix Date Opened Principal Balance at Date of Death Loan Type Collateral Secured Interest Rate Name of Co -Borrower Estate of: BESSIE JOHNSON Date of Death: 01/07/2014 Social Security Number: 209-12-7572 f�/t MEMBERS I" rmewv. c.o..� 6952-00 01/24/1964 $627.56 $0.04 $627.60 Marsha White 06/26/1987 6952-03 08/21/1985 $0.00 Personal Line of Credit Signature 11.00% None MEMBERS 1ST FEDERAL CREDIT UNION Tessa L Klugh Lending Insurance Support Specialist December 4. 2014 5000 Louise Drive • P.O. Box 40 • Mechanicsburg, Pennsylvania 17055 • (800) 283-2328 • www.membe sl scotg A pennsytvania SCHEDULE G oEFAmmEMOFBevENOE INTER—VIVOS TRANSFERS AND m«nnrran¢ TAX eEruzn MISC. NON—PROBATE PROPERTY soduri aT DECEDEW Flub NUMULK BESSIE JOHNSON 21-14-0094 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. ITEMDESCRIPTION NUMBER OF PROPERTY IN[Wne TxENT Orrxe TRTRzi rnnRR=.unonsiaPMnEcons m neoneormaxsrsR. nmin TC0m'ormeoemroRRsurSrn7 ONE OF DEATH VALUE OF ASSET % DECDS INTEREST EXCLUSION TAXABLE VALUE 1 ING Annuity # NG423444 17,476 100 0 17,476 American Progressive, #OA5071712 2. 15,163 100 0 15,163 MetLife #OOZ1214560 3. 89.991 100 0 89,991 Athena(Aviva) #422488AA1 4. 18,527 100 0 18,527 Monumental Life #510MIO2844 5. 3,323 100 0 i I I I 3,323 TOTAL (Also enter on Line 7, Recapitulation) $ 144,480 If more space is needed, use additional sheets of page, of the same size. 7um-o I fe a�.s� Cudar R�Pida. 1.1 <24YY May 6, 2014 -state of Bessie Johnson Marsha White Co -Exec Linda Johnson Co -Exec 2508 Strasburg Rd E Fallowfield PA 19320-4228 RE: Annuity Number 510MI02844 Dear Estate of Bessie Johnson: This letter is to apologize for the error we made on May 5, 2014. We indicated an incorrect death benefit value in our letter. As a result, we have listed the correct values below. Please disregard our letter dated May 5, 2014. Our goal is to provide the highest level of service to our clients at all times. Please accept our apology for the error and any inconvenience you have experienced. Checks totaling $3,120.06, representing the full and final death benefit payment for the above listed annuity have been sent to you under separate cover. Next January, you will receive a Form 1099-R reporting this distribution as follows: Gross Distribution: $3,323.70 Taxab'_e Portion: $2,036.42 Federal Withholding: $ 203.64 State Withholding: $ 0.00 We do not give legal or tax advice and make no representation to the tax implication of the above statement. You may wish to consult with a tax advisor regarding annuity taxation as it applies to you. an AEGON company 01102783811' 1:0311003511: 11.0 3009 76 25 50 To Remove Document Fold and Tear Along This Perforation MONUMENTAL LIFE INSURANCE COMPANY 4333 EDGEWOOD ROAD N.E. P.O. BOX 3183 CEDAR RAPIDS, IA 52406-3183 TWO THOUSAND EIGHT HUNDRED SEVENTY SEVEN "A`"E DOLLARS AM SIXTY SIX CENTS °E ESTATE OF BESSIE JOHNSON ,RO_R MARSHA WHITE CO -EXEC = LINDA JOHNSON CO -EXEC 2508 STRASBURG RD E FALLOWFIELD PA 19320-4226 CHECK NO. 11027702 FOIXORIZEASE iIVE Ir 110277020 1:0311003511: 00 3009 76 25 5u• To Remove Document Fold and Tear Along This Perforation T FACE OF AVOIDTHE THIS DOCUMENT HAS PANTOGRAPH. THE REVERSE SIDE HAS AN ARTIFICIAL WATERMARK HOLD AT AN ANGLE TO VIEW. 4333 EDGEWOOD ROAD N.E. P.O. BOX 3183 CEDAR RAPIDS, IA 52406-3183 BNY M ON TRUST OF DELAWARE 62-35 NEWARA, DELANARE 19711 311 CfEC#. DAiE IrNKi4tty'CflF-�1f. TWO HUNDRED FORTY TWO DOLLARS ARD FORTY EXAE7tY CENTS 05/05/2014 **242.40 VOID AFTER SIX MONTHS ESTATE OF BESSIE JOHNSON MCINUMINM", LICE INSuanacE 00WANY ORDER MARSHA WHITE CO—EXEC Or LINDA JOHNSON CO—EXEC 2508 STRASBURG RD E FALLOWFIELD PA 19320-4228LBY: J go IRROR2E0 REPRESEVATIVE 01102783811' 1:0311003511: 11.0 3009 76 25 50 To Remove Document Fold and Tear Along This Perforation MONUMENTAL LIFE INSURANCE COMPANY 4333 EDGEWOOD ROAD N.E. P.O. BOX 3183 CEDAR RAPIDS, IA 52406-3183 TWO THOUSAND EIGHT HUNDRED SEVENTY SEVEN "A`"E DOLLARS AM SIXTY SIX CENTS °E ESTATE OF BESSIE JOHNSON ,RO_R MARSHA WHITE CO -EXEC = LINDA JOHNSON CO -EXEC 2508 STRASBURG RD E FALLOWFIELD PA 19320-4226 CHECK NO. 11027702 FOIXORIZEASE iIVE Ir 110277020 1:0311003511: 00 3009 76 25 5u• If you have any cuestions, please contact your financial professional or call us at 1-866-865-2935 Monday through Thursday between 7:00 a.m. and 5:30 p.m. or Friday between 7:OC a.m. and 9:30 p.m. Central time. We appreciate your business. Sincerely, Administrative Services Claims tls It pennsytvall OEPAPTMENT OE REVENUE INHERITANCE TAR RETURN RE SHEET DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER BESSIE JOHNSON 21-14-0094 Decedent's debts must be reported on Schedule 1. ITEM 5,400 3. NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES. 1' Hetrick Funeral Home 4,335 2. Chisuk Emuna Cemetery 6 Perpetual Care Association 2,678 a. Rabbi Ron Muroff 300 4. Norman Gras Kosher Food 1,520 5. Bitter Memorials 2,213.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions. Name(s) of Personal Representative(e) Leah K. Raider Street Address 6 Wok Drive City Parkesburg _ _ state PA ZIP 19365 _ Year(s) Commission Paid: 2015 2. Attorney Fees: 5,400 3. Family Exemption: (If decedent's address is not the same as claimants, attach explanation.) Claimant Street Address City _— _._ State. ZIP— Relationship of Claimant to Decedent 4. probate Fees. S. Accountant Fees'. 6. Tax Return Preparer Fees. 7. Reimbursement to Executor Leah K. Reider of Expenses of Administration 5,221 a. Reimbursement to Previous Co -Executor Linda Johnson for Expenses of Administralic 2,063 9. Reimbursement to Previous Co -Executor Marsha A. White for Expenses of Administra 2,254 10 Advedlsement of Estate TOTAL (Also enter on Line 9, Recapitulation) I $ If more space Is needed, use additional sheets of paper of the same size. 5,741.00 340.00 32,065.00 J RONALD C. L. SMITH J JESSE H. GEIGLE HETRICK FUNERAL. HOME INC FUNERAL HOME' _ FUNERAL HOME, INC. 3125 WALNUT ST Ab.-hcfHetrdk-sn.o Aeneml H., 1., 2100 Linglesmooc Rd., Mg., PA 17110 HARRISBURG. PA 17109 325 North High Sc, Duncanson, PA 17020 (717)652-7701 PHONE .(717) 545-3774 (717)6344515 Vaughn Mateµ Supervimr Matthew C Sullivan, Supervisor JAN O e . 2014 05 : 41 PM Ronald C. L. Smith, Funeral Direan. MERCH ID: 06789134 Funeral Expense Agreement REP .: 001 as well as a sales agreement presented in accordance with the regulations of the PA State Board of ACT .: FitFaatf cyx.1009 CARD : AMERICAN EXPRESS 8 4335.00 1TEMENT OF FUNERAL COODS AND SERVICES SELECTED APPROVAL CODE: 595073 It you Selected or are required. If we are required by law or by a cemetery or crematory to use any items, we TRAM ID; 00202 71974(]7674 below. If you selected a funeral which may require embalming, such as a funeral with a viewing, you may not have to pay for embalming you did not approve, if you selected arrangements such as direct cremation I A5REE TO PAY THE tr embalming we will explain why below. ABOVE AMOUNT PER THE requirements compelling the purchase of any items listed below: CARD ISSUER AGREEMENT Date of Death Date of Service BIGNATUR� JOHNSON/LINDA M GOODS AND SERVICES SELECTED RIZED TO BE PROVIDED Register Book ............................. $ THANK YOU J Viewing day of Service Prayer Cards .............................. $ HAVE=A NICE DAY' ONo Viewing Crucifix .................................. $ Temporary Grave Marker .......... _ ...... $ CU5TOMER COPY J Immediate Disposition Memorial Board Rental .................... $ J Anatomical Gift Casket Rental .. .......................... $ _ J Private Family Viewing J Memorial Service Clothing .................................. $ J Evening Vievdng J Shipping Service Flag Case ................................. $ J Receiving Service Other $ Total of Merchandise Selected (C) $ A. Package Arrangement .. ............ D. Special Charges Forwarding Remains to xecennng Icemams from B. Charge for Services Selected: 1. PROFESSIONAL SERVICES $ Basic Services Fee ..................... $ Embalming or Refrigeration ............ $ Cremation ............................ $ Other Preparation of Body Opening of Grave ......................... $ Transfer of Remains to Funeral Home ... $ _ Sub -Total of Professional Services (Bl) ..... $ 2. ADDITIONAL SERVICES AND FACILITIES Visitation/ID View/Viewing ........... $ Funeral Service ............. ........... S Memorial Service. ... . . ........... S .. ............ D. Special Charges Forwarding Remains to xecennng Icemams from Immediate Burial .......................... $ Equipment Rental ......................... $ Direct Cremation ....... .............. $ Total of Special Charges (D) .................. $ E. Cash Advances Opening of Grave ......................... $ Cemetery Equipment ................. _ _ . $ Clergy /Mass Offering .............. . . . ... S Flowers .............. .................... $ Hairdresser ............................... $ Certified Copies of Death Certificate . ... -.... $ Newspaper Notice ........................ $ Sub -Total of Additional I'allbearers...... . ......................... $ Services and Facilities (b2)... ...... $ Aufate................................... $ 3. AUTOMOTIVE EQUIPMENT Vault Service Charge... $ Funeral Coach $ Honor Guard ............................. $ ... U . ........... Lead/Clergy Car/Utilityity C Car........... $ Organist .................................. Other $ $ Flower Car ............................ $ _ FarrilrnY Car........ ....... . $ a m o For poor move ve , we wdl dean- the t of the forego hems: h Wever any er made any supplier of service shall be the sole responsibility of that supplier Other Ile Transportation Other thanlocal20 $ er and our funeral home ua, refused GULyatherefore byacting as youragent.,Cay timileuipment(B)... Sub -Total of Automotive Equipment (B3)... $ oof Hither l Hoo Home, Inc, ithed t Gl South gin, al diss and Testi ed on �le Fureral Home, Inc are entitled ro rake and grain any a;srnunts offered ed rTe Total of Professional Services, Additional Services purchase of a cash advance item. and Facilities, and Automotive Equipment (B) .. $ Total of Cash Advances (E) .................... $ C. CHARGE FOR MERCHANDISE SELECTED A. PACKAGE ARRANGEMENTS ............. S - Casket B. ADDITIONAL SERVICES / FACILITIES .... $ Uesmption - $ C MERCHANDISE.... .... S ny. Other Receptacle D. SPECIAL CHARGES S Descupdon $ ...................... Outer Burial Container Total of Funeral Home Charges ........ `.v: i $''+= Description $--+%%,. E. CASH ADVANCES... .. . . . ....... ....... $ Um Desuiplmo $ Total of Funeral Home Charges and Cash Advances ........................... $ Acknowledgement Cards .................. $ Memorial Folders ..................... .... $ CASH ADVANCES MOST BE REIMBURSED PRIOR TO SERVICE DAti AGREEMENT I agrae mat I have inspected the goods and services selected above and found them to M accamte and acrordfng to the arrangements I have selected. I acknowledge receipt of a copy of this Statement of Goads and Servtres Selected. It is understood that the total causes honor above may be estimated and reflect only that agreed upon at the move of rho agmem t. Any additional items of service or merchandise ordered or required after the dire of this amanRement shall be, consideml part of this agreement and me cost will be reflect - it on your Final Statement worli we provide. TERAS: This is a cash transaction room full the day item service, and in all events beromes past due and delinquent after the 30 days date. A penalty of 15% per armum (IS%month - d) will be charged for unandcipaf d late payment effective on the 31st day. . I he funeral direc- WARRANTIES The only wormem, of the merchandisem sold he rmedionvith this agivemmt m re_s the esp, women warranty (If any), p rvi-ded by the manufacturer for makes no warranty (expressed or implied) with respect to any federal merchandise. AUTHORIZAFION. 1 or we anthou a and mcf, prim consent to the funeral direetor to take possession of the Indy give care to and cam out the arrangements hereto spedmed and agreed sA or We represemmoselves as the persons) having the legal right to manage for Bilateral disposition of the above named decvv en(and do hereby grant authority to the funeral director to supply the services and merchandise as listed above. I or We guarantee me payment of fills ronto& according to the abrms, above teand also agre, mms to pay any adoev or Iegil judgement imposed upon the reflection of the cost of this service agreement m Oral Permission to Embalm the above named decedent EI Was granted 13Was refused by 1 at appear:. (am) (ped 0 by phone 0 inprevent FINAL ACCEPTANCE: 1 or We accept and approve the above wlecoms, and terms, and acknowledge that the general price list effective i / /' casket price list effective. / / _ , and outer burial price list effective / were made available prior to w1rcumn of services. _.-.. 5yururtdnWusee on, S,aacrecdcoeunhase Statement To xeiauumrop in De d Accepted By hULCRUM SuntLmis,MLS 63146n Sunt Louis,Missaun rhl t) SECURITIES 1,1. 314336.3111 AMJerfLVMNdR[' 000391 YPADWOl ESTATE OF BESSIE JOHNSON MARSHA A WHITE & LINDA M JOHNSON CO-EXECUTORS 2508 STRASBURG RD E FALLOWFIELD PA 19320-4228 upl„�udIPIlhlpq,htPllml„nlh�Iplhpl,luP„qu Third Party Check April 29, 2014 Account Number 773-XXXX63 Investment Professional Number: P03 ELLIOTT R. MILLER Based on your instruction, we have issued a check from your above -referenced account payable to a third party, or pavable to ,you, but to au address other than your primary mailing address. The details of your check request are below. April 29, 2014 In the amount of $2,678.00 with the reason noted as As Per Your Request, issued to: CHISUK EMUNA CEMEPARY AND PERPETUAL CARE ASSOCIATION 431 LAMP POST LANE CAMP I -DLL, PA 17011 FULCRUM SECURITIES, LLC provides this notice to you as added security in the event that either you did not authorize the transaction or details regarding the transaction are incorrect. Please contact us at the above address or telephone number with any questions that } ou may have regarding this transaction. t.cLiCLC-y ana rer etual Care Association y 431 Lamp Post Lane •Camp Hill, PA 77077 717.761.7752 sAM YESPY, P.M.. DANIEL GRABENSTEIN, Vice presidad HERMAN GORDON, Assistant Treasarer DERRY GOREIJCK, Hewa Ka Nrd a rwTE OF Bessie Johnson 1109/14 anal Servces e Ms. WdaM Johnson — -- se(ae2) - 5205 Windsor Bbd. _ eryetuai Care - (�2)shrea Pmv Mechanicsburg- 0-*, dmr/e Cwmby 17055 --- e -- - — I NaaaBRWBEt�lli pgpNpha; a :HISUK EMUNA CEMETERY AND PERPETUAL CARE ASSOCIATION nd mail to Sam Yespy, President, 431 Lamp Post Lane, :amp Hill, PA 17011 Perpetual Care of Lot ADDITIONAL CHARGES: Rabbi Cantor TOTAL LESS PREPAYMENTS: BALANCE DUE: ACKNOWLEDGEMENTS AND AGREEMENT: I hereby acknowledgement that 1 have the legal right to strange services for the deceased. 1 authorize the Holy Society/Cemetery and Perpetual Care Association to perform services specified on this statement. I agree to pay the Balance due listed on this statement. In the event I default in payments, I agree to pay reasonable armoney's fees and court costs. I understand and agree that I am assuming personal liability for the charges set forth in this statement and that this is in addition to the liability imposed by law upon the estate of the deceased. By my signature below, I here agree to all of the above and acknowledge receipt of a copy of this statement. Signed Dated Signed Dated Address City State Zip 1i9J5 Wcdee lnd�w.1 D ,& rive FULCRUM svnr M;.era"n 63146 SFCURITIFS .1314316.3111 �/� f :3149369141 M..w�tzvu..rux :I j ESTATE OF BESSIE JOHNSON MARSHA A WHITE & LINDA M JOHNSON CD -EXECUTORS 2508 STRASBURG RD E FALLOWFIELD PA 19320.4228 May 21, 2014 Account Number: I73-XXAX63 investment Professional Number: P03 ELLIOTT R. MILLER Third Party Check Based on your instruction, we have is aced a check from your above -referenced account payable to a third Pam or pavable to you, but to an address other than your primary mailing address- The details of ,your check request are below. May 21, 2014 In the amount of $300.00 with the reason noted as As Per Your Request, issued to RABBI RON MUROFF CHISUK EMIINA CONGTU'GATION P O. BOX 5597 3219 GREEN ST. I-IARRJSBURG, PA 17110 FULCRUM SECURITIES, LLC provides this notice to you as added securit} in the event that either you did not authorize the transaction or details regarding the transaction are incorrect. Please contact us at the above address or telephone number with any questions that you may have regarding this transaction. a i4 O a Norman Gras INVOICE Koshc rood consultant N= cman Street • Harrisbu% PA 17110 74.2941196' mob le 7t7.s96.3913. W on the web wwa.catei'�000cvm •email ir�fe�wter9000.com WWb7, ✓i or mo -r\ 9 raS . Co m rem DIV. p1m Anun I 13� Total t�� %iOt"n' an Gras Kos6r Food Consultant X= Gratin Street - Harrls6urv„ a, PA VI?D ?17134z196 - mobile 717.06.3915 • �-Zjgt9 on the w: 6 www.ca com emA 4ptcater}OOO.com WuJl�7.�o'rytar\e ra.& . corp oa t3`X�o� Bitner Memorials, LLC 3125 Walnut St. Harrisburg, PA 17109 Bill To all Reider Invoice Date Invoice# 3/24/2015 66 -MIKE P.O. No. Terms Project Bessie Jainism Due on reMpt Quantity Description Rate Amount 1 Marker Package - Includes Marker, Foundation, and lnstallaurn 2,21340 2.21340 Thank you for your business. f Total 52.1 40 c Q. L\ N r L d A 0 'zt: s,X1 o r a 1 U� A O -a r M LAW OFFICE OF RANDY HOPE STEEN, LTD. Leah K. Reider, Executrix Estate of Bessie Johnson 6 Wick Drive Parkesburg. PA Bill No. 069 July 8, 2015 PERSONAL & CONFIDENTIAL Re: Estate Administration For services rendered in connection with administration of Estate of Bessie Johnson to date as follows: 9/3/2014 Mtg with client gathering facts on Estate .75 9/10/2014 Telephone client regarding estate investment account .25 911 V2014 Gathering asset info, TC counsel Butler, attempting to gather facts regarding DOD values of estate assets, accountant call .50 9/1512014 Obtaining E1N. corresp to client, reviewing email prior executors .50 9/15/2014 DOD value entails prior co-executors ,25 9/16/2014 Review PNC Mortgage issue. review Will provisions, paperwork, telephone call with Robert Todd .25 9/2812014 Correspondence with prior co-executors regarding debts, assets, estate issues, review of responses 2.00 10/6/2014 Review of all asset, liability paperwork and multiple bills 1.50 10/13/2014 Mtg with client gathering info, review of estate issue, tax issues, Butler telephone call regarding L.Johnson 2.00 11/11/2014 TC of satisfaction of $5,000 specific bequests to beneficiaries .25 11/12/2014 Various TE Louis Cohen regarding $5,000 distribution .25 11/13/2014 Various TE Lois Cohen, drafting Releases for $5,000 distributions for 3 beneficiaries and Correspondence to all 3 .75 THE LAW OFFICE OF RANDY HOPE STEEN, LTD. ***Please note fee is capped by agreement between attorney and Executor with the expectation that once the return is filed and accepted by the P.4 Department of Rerenue there, is no more than 1.5 hours oftegal work to he completed to close out the estate. If in, fact there is a legal challenge made by any party, or an, extraordinary time expended beyond 2.5 hours, attorney shall be entitled to charge her usual and customary rates ofS375 per hour goingforward*** /1720I4 Attempt to gather annuity information ,25 1 1/2014 Mtg client to review estate status and items to be completed 1.00 2/5/2015 Preparation of Release for Personal Effect, TC regarding Personal Effects and Meeting Client 2.00 2/62015 Sending Releases to PE beneficiaries and Correspondence .25 2/112015 Telephone with client regarding tax issues on joint accounts 25 2/12/2015 Responding to Correspondence Butler regarding joint acct tax issue .25 2/19f2015 Reimbursement of expense discussion with Executrix .25 2/23/2015 Responding to Butler regarding expenses .25 3/16/2015 Correspondence to PA Dept of Revenue/Register of Wills status .50 3/25/2015 Correspondence regarding reimbursement of out of pocket Expenses of prior co-executors .25 4/27/2015 Preparation of PA Inheritance Tax Return 2.00 5/5/2015 Preparation of PA Inheritance Tax Return 1.00 6/28/2015 Preparation of PA Inheritance Tax Return, 3.50 6,'29/2015 Meeting with client, review of final items, creditor issues, discussion of advertisement of estate, strategy, finalizing schedules, review of PA Inheritance Tax Return 3.00 7/1/2015 Correspondence to M. White re taxes .25 7/2/2015 Addition of extra bills to PA Inheritance Tax Return, Cumberland county advertising requirements .50 7/7/2015 Telephone call with PA Department of Revenue .25 7/8/2015 Changing and updating PA Inheritance tax Schedules, putting together Return, drafting Correspondence 2.75 Total hours expended x $375= $10,406.25 Less Courtesy Discount - 4.856.25 Reduced rate of 5200 per hour Totat hours expended at 17.75 x $100= $ 5,550.00 TOTAL AMOUNT PAID S5,400 ***Please note fee is capped by agreement between attorney and Executor with the expectation that once the return is filed and accepted by the P.4 Department of Rerenue there, is no more than 1.5 hours oftegal work to he completed to close out the estate. If in, fact there is a legal challenge made by any party, or an, extraordinary time expended beyond 2.5 hours, attorney shall be entitled to charge her usual and customary rates ofS375 per hour goingforward*** a11LDEb20d00... 0210:140109EIE2:1 ` " / � � W9NO�n1oiO3tli16W34133� tt� XX ___ dO ll3(11103F6 —� ��-� snie<s'ei wa "7anesaxava as x�iM v 2I9413H 3NI2I3HZdx HV31 O?T tria��® NO';NHOI3ISS3910-41VIS3 O 0 0 0 0 m O O O O 0 0 0 0 0 0 0 0 0 d 0 'O 22 2 Z 0 0 O O y C p C C C C n F 4 O K ro 6 ro o = a o o c h •`". p Kp d m n m m m m m `�°� �' aJ 'o v a r N J ro 0 0 6 0@ n ro m ro -O J i C o J d Oo n m Z n w w ro K J A A n � N a � J v n O 3 N m VI VI M In b A A A A W N C b b W N O V m m m O4 m W m A W N N N N y m W W IXi (4 m W W W W EO N N (O Y m A bb O O VI V O O y i�w O O c@ O y 0 p A 0 O O O O O O O d_ O c K< K c C G C C < O o < < < O H E; C '� ry T h T 4 S 7' ? T T ? 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Current mail delivered to my address. 1. Invoice from Mark Pontzer, Esq. Paperwork prepared for court appearance initiated by former co -executrix, Linda Johnson. TOTAL: $1,150.00. 2. U -Haul truck rental & moving supplies TOTAL: $143.48. 3. Walmart— printer/scanner/fax machine & necessary supplies for Estate communications. TOTAL: $264.89. 4. Staples— copier paper for Estate communications. TOTAL: $8.26. 5. Meals: Peachtree Restaurant, day of meeting with Linda Johnson; Brownstone Caf€, after court hearing. TOTAL: $71.07. 6. Post Office receipts for Estate communications. TOTAL: $43.42. 7. Remainder of Turn Pike (EZ Pass) receipts. All are included to verify the seven (7) round -trips driven from Coatesville to Mechanicsburg. TOTAL: $8.34. 8. Each round trip driven in regards to Estate business totaled 144 miles. Total miles driven: 1008. Mapquest & IRS document attached. TOTAL: $564.48. Total amount to be reimbursed for expenses relating to the Estate of Bessie Johnson: TOTAL: $2,253.94. Members 1" Credit Union, Savings Account, shared with Bessie Johnson. Total: $627.60. PA Dept. of Revenue Inheritance Tax Info. Notice. According to Will, potential tax to be paid by Estate. Total: $47.07. Metro Bank Account, shared with Bessie Johnson. Copy of Cashiers Check & receipt to close checking account. Total $2,239.50. Mail received as of Monday, September 15, 2014: Fulcrum Securities : Change of Account Information. Notice from H.B.McClure Co. regarding furnace tune-up. Your prompt payment of $2,253.94 is greatly appreciated. Marsha White Markftntzer, Esq. / 969 West Miner Street C West Chester, Pennsylvania 19382 610-322-5250 RE: Bill for work done RE Estate of Bessie Johnson 25 June 2014 Dear Mrs. Marsha white, Thank you for the opportunity to assist you in your work with the Estate of Bessie Johnson. I am so sorry it has been such a stressful time for you. Accompanying this bill are the documents we agreed to as per the Limited Scope Letter of Engagement signed by you on 10 June 2014. The total hours were 10.1 hours, however, as per agreement, I am only billing you for 10.0 hours. At an hourly rate of one -hundred fifteen dollars per hour, your total bill is one -thousand one -hundred fifty dollars ($1,150.00). Please remit the payment for the bill to above listed address within ten (10) days. I wish you the best of luck as you move forward. Sincerely, Mark 1. Pontzer, Esq. Time Sheet for: Marsha White Re: Estate of Bessie Johnson Email -I&' 1tntzerLaw 969 West Miner Street West Chester, Pennsvlvania 19382 610-322-5250 for timetme creanun Called Sue Wolf to discuss increase from'12 to'13 bill. -'12 discount based on relationship w/ Bessie Johnson, and increase in lac '13 b/c efforts to get taxes paid (calls to Linda, Marsha and Elliot) and estate expense (client deceased). Called Cumberland County Orphans court to request form for citation. 1.0 -No specific form required. Began drafting Answer. Reviewed LOIS. 2.7 Drafting answer. Email to Client. 0.9 Replies to client's 3 emails. Work on draft answer. Preparation of paperwork for client. 2.3 Phone call with client. Drafted introduction speech. Finalized draft answer. Prepared renunciation forms. creoared email exhibits for judge. Total WebBF.STReceipt Alum -Tuesday, 5/13/2011 ID�Di PM Lw4acl N!'e 93R 1058 � or 1 -800 -520 -0355 -DC 2261N ppwPpS 116YI NZ'E y�LS-fib 1 ) 0H d d 61D-380-0103 tin ea rh610-291-0800 25085tn.6-le Road DL:T03,PP, xxxxuxx l akflzhquide@voiaon.net East F+llo»field, PP 19320 OOPTESVILLE. PP Ow OJdT :5/14/20119156 Ap112 lrpon Rd DRpp OFF E,Wp Evtn Ml P o Ved: 20.0 Day, All ... & 1 11 Pllaeadl 87.0 sO,gO Per M1 Exva Day Rau for the Di' "1'0 Per Day P1... — --p Ea p bC 2262N .__ PE055F86 _ — REGULAR CHECK-IN - EMAIL ON FRE NEL TANK CAPACITY'. 40 GALLONS E fie V2e�K B�! 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Contract Na.: 043802/2 MecF>n¢zbur9 11455 Tuead-I5/13/201912:19 pM [811055) p ;135 ZOO- ;2.90 JSEe BOX,MEDI. §5.95 2001a ;11.90 MED.— K[TDISH VPK,CELLDIVIDER$ ;695 CK CUSHION,FOAM,12W $ubTptal, $19.55 CF1260 Taxan $1.17 Total Cba'1+-4'[ludioO Tax, §z0.12 F250 U.Yt laid p+7'x1^t' 520]2 Card Type: Pccaune 025029 %%N%%%X%%%%808] Net paid Today: $20]3 VISP (erinu, and aeailahle 69 nat In accordance xiM Na U -Haul Prbltnti^n Agr-lment incorporated .1 agree submit all claims b- or tram aq-inzt U-Naul your l^c+l U-Nrvl Npo-ntal— sashlawyer customer Signature https://webbest.uhauldealer.com/ W BReceiptslreceipt.aspx?source=printing_obj ects&save... 5/13/2014 WebBEST Receipt customer Sgnature httns:!/webbest.uhauldealer.corn/WBReeeipts/receipt.aspx?source=printing objects&save... 1/1W2014 (21))163-7672 U -Haul ylea Tom lovdw wHaul Moving a Storage of GA.pA, 17055 CSBURO,d contract Na.: 00376777 44 PM Mechanicsburg (811055) MECHAN Trlmday 1116120142 [ft dL9-$405 1,00a 54os P KCOtlC MOM RpL�L RO B,8BLE,5MM 16'%1S §099 200 ea. 51.98 52.95 BP16I5 16%12%12° $2.95 1.o0 ea. gbRB SM TPPE,POLYPROPYLENE,2'%SSID,RL 7APE,p LY?ROpY SdT..-1 soya Tares: POLI Total 0,,., InduEln9 TaX: 59.52 CrMI[Care Paym ane 89.52 AOM- Account: 788329$9.52 Ne[ Pale ToOay: Card TYPe: MASTERCARD %%%%%XXX%%XX%XX%5201 CY reference, and available At the D -Haul Prbit2tlon Agreement, IntorDOra against 0-Ha . I agree [o submit all claims aul In alo. danR'a'IM from ...... ta tl-Haul representative. Patrick Wu91as tri Irabon or customer Sgnature httns:!/webbest.uhauldealer.corn/WBReeeipts/receipt.aspx?source=printing objects&save... 1/1W2014 WaL. i drt Save money. Live better. ( 610 1 957 - 0500 PB 00004254 TEt 12 TRt 08795 030869740158 2.88 X 030869740158 2.88 X SG 007778200221 F 3.47 0 004470001988 F 4.98 0 129.00 X 143.21 31.98 X - 13.97 X - 19.98 X- 5.00 X 0.98 X 0.98 X 19.98 9 - 19.98 X ` 0.88 X 11.97 N 5.97 X 4.38 X 4.38 X 1.00 X 1.00 X 1.00 X 1.86 N 2.68 0 S. 2. 2, 2. 0. 0. 0. 0. UUMMM93 t 1.ea u 004812127707 F 2.98 0 007130505525 F 1.98 0 004812110208 F 2.00 0 060580602803 I 1.88 N 00000000316191 1 Ib /2.48 1.51 N 000000004011KI 1 Ib /0.44 0.56 N 007047565606 I 2.38 N 088406105024 F 2.98 N 978077831598 5.99 X 978162616457 1.00 X 000D00009870KF FOR 0.58 1,16 0 SUBTOTAL 397.11 TAX 1 6.000 % 18.20 TOTAL 415.31 MCARD TEND 415.31 ACCOUNT 8 **** **** **** 5201 S APPROVAL 8 821416 REF 8 405700134836 TERMINAL 8 37000183 02/26/14 14:36:57 CHANGE DUE 0.00 # ITEMS SOLD 53 TCB 6983 0049 8260 9505 3119 4 that was easy. Low prices. Every item. Every day. 12B South 32nd Street CAMP HILL, PA 17011 (717) 731-1761 SALE 1668174 3 003 37461 1644 01/28/14 04:40 STY SKU PRICE REWARDS NUMBER 3420424123 1 HAM 8.5X11 COPYPLU 010199005007 7.79 SUBTOTAL 7.79 Standard Tax 6.00% 0.47 TOTAL $8.26 MasterCard 8.26 Card No.: XXXXXXXXXXXX5201 [S] Auth No.: 084054 TOTAL ITEMS Save with Staples Brand products, the most trusted brand in office products. THANK YOU FOR SHOPPING AT STAPLES ! Shop online at www.staples.com It pays to be a rewards member. Sign up and get 5% back in rewards on everything, except postage: phone/ gift cards and savings passes. Plus free shipping nn staples.com. �� IIIIIIIIIIIIIIIIIIhIIYIIINI��I�IIIIIIIINullllllllil 16440126143748103 BROWNSTONE CAFE (717)944-33rI Date: 07/03/zu14 Time: 02:12:20 PN Status:Approved Card Type:Visa Card Number:XXXXXXXXXXXX8881 Expiration Date:**/** Server:320 Reilly Check Humber:82414fi Table Number:? Card Owner:WHITE/MARSHA AMOUNT 44.97 TIP i TOTAL S _ Approval: 015253 RETAIN THIS COPY FOR YOUR RECORDS Orsi Server UAPPIAN P Rec: 29 01/26/14 12:38, Swiped T: 102 Term: 1 3achtree Restaurant 251 North Progress Ave. (7177545-3773 MERCHANT #: CARO TYPE ACCOUNT NUMBER MASTER CARD XXXXXXXXXXXX5201 Name: TIMOTHY O WHITE 00 TRANSACTION APPROVED AUTHORIZATION #: 077838 Reference: 0128010000151 TRANS TYPE: Credii Card SALE CHECK: 18.10 TIP: — TOTAL: X -- PHONE: ( - ***Duplicate COPY*** CAROHOLDER ;TILL PAY CARD ISSUER 460VE AMOUNT PURSUANT TO CARDHOLDER AGREE14ENT Sign One Cop9 N Keep a Copy for Your Records mm. CI LLE PD COATESVI VILLE,LLE, Pennsvlvan+a 193209998 4144060720 -0098 06/04/2014 (800)275-8777 04:5i: 19 Pl' Sel es Receipt ---- Pol Product Sale Unit Final Description Qty Price Price WEE'':' CHESTER PA 19382 Zone -1 Final First -Class Mail Large Env Price 7.00 oz. $2.45 Ewected Delivery: Thu 06/05/1: Issue PVL �LS2c24 Total: $2.24 Fn Li by: Coah $2.2° Change Oue:-$C.0'. Order stamps at usps.ece/shop 0' tell 1-800-Staep24. Ge to usps.com7clicknship to print shipping labels vitb postage. For other information call 1 -800 -ASK USPS. Let Your *mai IAwhen ~and `where ~you «Lent it with a secure Post Office Be.. Sign up for a«box online Aatµusps.con/pobcxes.««« «*« BIT `.0: 1000204883937 Clerk: 06 All sales final On stamps and postage Refunds for guaranteed services only Thank You for vour business �A:,•..««+-HELP «USrSERVE «YOU ABITTER «« «« GO to: https://postal experience. coNPos TELL US ABOUT YOUR RECENT POSTAL EXPERIENCE YOUR OPINION COUNTS Customer Copy we THORNDALE BRANCH THORNOALE, Pe rmsyl:aria 193729998 4144060772 -0097 OS/08/2014 (610)384-2412 11:32:30 Pol we ---- Sales Receipt ----- Product Sale Unit Final Description Oty Price Price WEXFORD PA 15090-7468 Zone -3 $2.45 First -Class Nail Large Env 7.50 oz. Expected Delivery: Hoo 05/12/14 0@ Certified $3.30 LISPS Certified Nail #: 0131090000046217403 issue PVL PHILADELPHIA PA 1918_ Loa -1 $0.91 First -Class Mail Lette, 2.30 oz. Expected Delivery: Sat 05. 10, 4 L:@ Certified $3.30 LISPS Certified Mail #: 70131090noo04b217410 Issue PVI: 14.21 Total: 0, Du Paid by MasterCard 39 9B Account Approval #: 775059 Transaction k: 897 23 903160770 @0 For tracking or in9ciries go to USPS.com or call 1-800-222-1811. Order st,ox,s at usps.coma'rmp !-HO3-2tainpY4. Gc t0 _tps...'e _ _-. to- - .lt. For Other ir. o,41,icn .3. .'-a':: MSK-J3Pe. &j our ..11 viler i uar t i i with a secure F,-. ilf`i_e 30up fa' a bOx onlin - m; nubOr:es. Bill#: 1000307777739 Clerk: 03 All sales final on stamps and postage Refunds for guaranteed services only « Thank Myou «for pourbusiness_ «* HELP }US«SERVE 7YOJ}BETTER i Go to: https://postaleq:e riance. com/Fps TELL US ABOUT VCuR RECENT POSTAL EXPERIENCE YOUR OPINION CUUI:1S Customer Copy TMORNOALE BRANCH THORNDALE,Pennsylvania 193729998 4144060772 -0098 07/08/2014 (610)384-2412 03:53:40 eed PM Sales Receipt Product Sale Un1f Fi l Prnaiv® Description Oty Price WEXFORD PA 15090 Zone -3 $1.61 First -Class Mail Large Env 3.50 oz. Expected Delivery: Fri 07/11/14 -% x$1.61 Issue PVT: Issue PVI: $1.61 Total: Paid by: $5.00 rash _$3.39 .,range lue: Order stamps at usps.com/shop or call 1-900-Stamp..^.4-Go to usps.com/clicknship to print shipping labels with postage. For other informationcall1-800*ASNAUsps. Get «your «ma^1«whenand«where«You«sent «it with a secure Post Office Box. Sign up for a«box «online «at sps.cpm//pobO.vs- Bill#: 1000206862764 Clerk: 07 All sales tinel on stamps and Postage Refunds for guaranteed services only ,. ..«« Thank you for your business A HELP «US^SERVE «YOU «BETTER Go to: https:/lpostalexper,ence.com/POs TELL US ABOUT YOUR RECENT POSTAL EXPERIENCE TS ««R OPINION COUN. PARKESBURG POST OFFICE PARKESBUR93658999, nsylvania 4144060765 -0097 06/12/2014 (610)657-2973 03:19:35 PTA Sales Receipt Product Sale Unit Final Price Description Oty Price -_ WEXFORD PA 15090 Zone -3 First -Class Mail Large Env 3.50 oz. Expected Delivery: Mon 06/16/14 -% $1.61 Issue PVT: Total: $1.61 Paid by: $2.00 Cash -$0.39 Change Due: Order stamps at usps.com/shop or call 1 -800 -Stamp 24. 6, to usps.com/clicknshlp to print shipping labels with postage. For other«information cull«1-800 ASN -USPS.« Get «your mail «when «and « where` your want «it with a secure Post Office Box. Sign up for a box online«atRusps.com/Pobo_es.-««+«+: B111#: 1000304119521 Clerk: 02 All sales final un stamps and POsta9e Refunds fm' guaranteed services only «Thank you for .your «business «' HELP «US«SERVE «YOU'BETTER «« Go to: https: �; Postal axperience.cOin/Pos TELL US AUT YOUR POSTALLOEXPERIENCCENT E YOUR «OPINION «COUNTS « Customer COPY Customer COPY ."� . CGATF BYIILE PO 12 DOP'I k c -.TES'.'7 LLE, Pannsvl•.-cnia 1932,09998 _ 4744060720 -0099 C ]/2a1201? 18001215-8776 06: L'0 cq1 :+ ------- Sales Receipt -- ------ Product Sale Unit "l Oesc r iptl on Oty Price P, CARLISLE rn -'C13-3323 Ze-e-1 -6.95 Priority Neil Erpres5 1 -Day i 0.80 o±. USPS Trackieg #: E158 3155 3336 C Scheduled De 1.er> De,: Ad 0:30'34 - .a; Back Ir -'odes cC0 . nswance Slgnat6,a Requested Issue P.siaye: £16 SS iotaL$ic.qc — Paid by: Ilas-erCard Account Approval #: 069297 Transaction #: 454 23 903160083 Save this re 'Ft e e id- ce of insurance f r irf.,-et'o, p, filing a - insurance clam. ga to usps.coR/ship/fi;e-domsstic.c'aims.`tu. Order stamps at usps.cttli-hoc <� a'l 1-800-Stanp24. 5cit asPs.com%cli:'knsh,. to Crim shipPlrry 'j..abels l,i!'n posta9,. other information all 1 -800 -ASK -TSPS. G -T Four- all ani her a^.' .h a sec pct Ofi a 60� plyn c. t o:< online at usps.eeedpoboaes. B i I 1 #: 10001C1 3i1 73 Clerk: 08 A'! saes -1 11 e.,. ¢.tamps I- P^stege FeFnds fa. grPieed ces _ ?hw foaat >fmib,llu - .per 6�sl nesz 1 .P l;S. SER7E YOU d- "TIER T1L 6S ABOUT YOUR RECENT PISTAL f?FERIENCE s s m I I _ of i 932099989 998 $0.49 4144060720 -0098 First -Class Mail Letter 07/31/2014 (800)275-8777 09:13:39 AM Sales Receipt 107978 Product Sale Unit Final Description Qty Price Price Nom Automated Mail Pickup $2.70 WEXFORD PA 15090-7468 Zone -3 $3.. First -Class Mail Parcel 9.50 oz. $0.48 Expected Delivery: Mon 08./04/14 70133020000185033853 PID #: 9114 9012 3080 1380 9565 43 v83 Issue Postage: 59 LEMOYNE PA 17043-1183 Zone -1 $0.49 MasterCard First -Class Mail Letter Account #: XXXXXXXXXX4X4324 0.70 oz. 107978 Transaction #: Expected Delivery: Sat 08/02/14 23 903160083 Return Rcpt (Green Card $2.70 Expected Delivery: Sat 08/09/14 @@ Certified $3.30 USPS Certified Mail #: $0.48 First -Class Mail Letter 70133020000185033853 �$6.49c Issue Postage: Total: $10.07 Paid by: PM MasterCard $10.07 Account #: XXXXXXXXXX4X4324 Approval #i 107978 Transaction #: 917 23 903160083 @9 For tracking or inquiries go to USPS.ccm or call 1-800-222-1811. Order stamps et usps.comishop or call 1-800-Sta.P24. Go to usps.coa/clickrship to print shipping labels with postage. Foi other information tail 1 -800 -ASK -USPS. Get Your «mail *when *and «where *you «want »it with a secure Post Office Bax. Sige up for a^box«onlineyat*usps.com/Poboxes. Bill#: 1000204923006 Clerk: 13 All sales final on stamps and postage Refunds for guaranteed se rv'ices only Thank you for your business ---------------------- _---- _-.-____ KELP US SERVE YOU BETTER TELL US ABOUT YOUR RECENT POSTAL EXPERIENCE Go to: httpst//postaleXper!SnC9.CCM/Pas Or scan this code with your ..bee device. LJ LJ n PARKESBURG POST OFFICE PARKESBURG, Pennsylvania 193659990 4144060765 -0097 08/07/2014 (610)857-2973 03:43:49 PM Sales Receipt Product Sale Unit Final Description Oty Price Price CARLISLE PA 17013 Zone -1 $0.49 First -Class Nail Letter 0.90 oz. Expected Delivery: Sat 08/09/14 ��$0.49 Issue Postage: WAYNE PA 19087 Zona -1 $0.48 First -Class Mail Letter 0.50 oz. Expected Delivery: Sat 08/09/14 *«$0.99 Issue Postage: Total: $0.98 Paid by: $1.00 Cash Change Due; _$0.02 Order stamps at usps.com/shop or call 1-800-Stamp24. Go to usps.com/clicknship to print shipping labels with postage. For other «info nation call *1 -800 -ASK -USPS. » Get your mail when and where you want it with a secure Post Office Box. Sign up for a»box «online at «usps.coa/poboxes. « » «» 8111#: 100.904151268 Clerk: 02 All sales final on stems and postage Refunds for guaranteed services only Thank you for your business KELP US SERVE YOU BETTER TELL US ABOUT YOUR RECENT POSTAL EXPERIENCE Go to: htt.,://postalexoerience.com/Pos FA T'.l ''•N=iK° =AR. F_P. Z [Si '- 7°id9£ FK. 3ATF -:NE -",AN r�JA n'_P_6-9io-996-1 a36!v3n ONe aMptlD'd SC'L$ tl2 r 92 01Yc G. SS;'C 3Ntl'--. 9EZ. 2" E?CL .it:9r b-1/6L/i© AB!N= Nye- llDO Skii 91tlu 9Nii2SteeaS LdNB^1y Yd .d:3;SN 3tlV= 3a'. GAN V',k 3y v] FA"r.N°(. :ARF n PLAZA - -?ME LASS AN: -38 _- is RO�JwAP SNL WFA'4ER: 'r36F-S7c` " ,,,5 'to S'S SNC_ NT -32: � 9flB 32 c3�ii TURN- PIKE .: t TIMOTHY WHITE 2508 STRASBURG RD COATESVILLE, PA 19320-4228 Pennrylvama Tmnplke Commission E-71%ss Customer Service Center 7631 Deny Street HmTisbur& PA 17111 1.877.PENNPASS (1.877.736.6727) W W W,pummpike.com DO NOT PAY. TIM 0 NOT A adL Account Statement Aeemmt Number. 1714124 Sntement Daft: 07/302014 SememeN P4olad: Preto: 03/012014 To: 03/312014 Amomet Type: MY Peymeut Method: Prepaid AetivDTSotnmtry 1 Trm."mk,/ Tmesponderl License Pble Toll Charge Lkeme Pmft Toll Cbargm 00602017763 ($26.78) (526.78) Tmat TW Chun.: Amunt Activity 1 AccountS.2= 1 Trampoaderl Emt Pima Edt Dah ExR Pima CL AmooOt Balm. FumedT rtim tree pkh EatryDaft Ending Balance 52520 ($26.78) SO.00 535.00 ($3.00) SO.00 530.42 ELS.]0 &gwmRpMpWnelmu LtlE01017W OL16 4 IO:S9:5] Nandeera'14] OL14rA11 II:IIdI fllyfFv{NYe-]36 I RI ]9)'. bi.81 Ian �115M, TOWUTAem W91d011i63 031A�141691J0 (ImYrYeerltr-96 OL19'P1413.. IhuoWRF -54] I �1 V J/IS TOLLCA.V[® 3119 ARNUM.Msit. MdTvuAW-�� mRY30141t.56]I MdT�eAW-aM' IH.m) 1. AW Al AOFNCY 4e@OIT6l TOLL MdT—A.-"' 011 14 MY ee MdTeeAW-mu (Heti 51143 M4 AWAYAOE Q .Tial Tpl mUQ0IT1. MdTm.h-"' pYlYN11419n. Md.Uu-I M4 AWAYAOENCY TOLL o31A'l014 41348 ASm 5)9.43 334 IYLwe00T-••• a]rt)/3a1419:H30 UehweUOT-095 194.mI SN. 325 AWAYA6W. CY 04 1]l6J ttN1 rylaxse Wi-"' 432]/101414m <5 Ilelewve ppl-C9J (H m) fJn. 30 AWAYAGPNCY mm301]]fil TO $30. AccountS.2= 1 STAMbp,21g AND TRANSACnoNS OVER 120 DAYS ARE NOT AVAD.ABLL DISPUTES MUST HE P DWrMIN 45 DAYS. .MRep Pelle I of 1 PmYed: 07/3 014 Mw of Debit Cmd1t aeginuing Baboce Tall Chmgm Non -Tull Chargee Paymmh Adjuutment9 Adjommeam Ending Balance 52520 ($26.78) SO.00 535.00 ($3.00) SO.00 530.42 STAMbp,21g AND TRANSACnoNS OVER 120 DAYS ARE NOT AVAD.ABLL DISPUTES MUST HE P DWrMIN 45 DAYS. .MRep Pelle I of 1 PmYed: 07/3 014 Mw of 7K�EM� T UPI TIMOTHY WMTE 2508 STRASBURG RD COATESVILLE, PA 193204228 Pennsylvania Tumpke CommiOton E-ZPass Customer Service Center 7631 Deny Stleet Harrisburg, PA 17111 1.877.PENNPASS (1.877.736.6727) W .petIIrIIp e.com DO NOT PAY -TM IS NOT A BILL Account Statement Attount Number. 1724124 Sbtement Dale: 07/302014 STebmeut Period: From:04/012014 To: 04/302014 Acemnt Type: POV Payment Metbod: Prepaid A.dV*SUMMIY 1 Trim Mer/ Tmnspooder/ Licem<Plate Toll Charges License Plate Toll Charges 00602017763 ($7.78) (57.76) Tobi TOB Cbarg<% AaeoudtAelivlty E11N0RRelmtl Belalc Aceenu<•SnmmarY 1 TnmpOederl E." Pk. Flit Dan Flit Pbra CL Amount Balance PeltedT tiav I N b EaMDate Ending Balenee II2.ta U0.0] Ift l .g RemItl BURac M.)ml ¢S.af fUem01'!M3 ntl Rrvueon AWh-••• ON .414 7. AI F:w Pml Ada- 411 AWAY A(RICY fag OLL. 91)]fil m2Mln1<II:HIIO II��mWr9 FM -24] MrN%n14 OCy4q HYe-:M 1 Ory TOILCf1AaUE ON@JMM ONYNI418:)FM GM�rBRtr.Y16 It% ONb2n418'36:59 Weibe8Fa1-N) 1 Ifl.)9)\i AOp TOLL LHA0.0E 63.61 E11N0RRelmtl Belalc Aceenu<•SnmmarY 1 STATEMF.N15 AND TRANSACTIONS OVER I" DAYS ARE NOT AVAD.ABLC DISPOTFS MIST RB FILED WMHN 43 DAYS. &mi.fRama— ft,I MI RiN[d: WA 014 13:W.40 DWI Credit Beginning Baanee $30.42 Tell Charges ($7.78) Noo-Tell Chargee $0.00 Paymenb 50.00 Adjubmmb Adjulalmb $0.m W.W Ending Balenee II2.ta STATEMF.N15 AND TRANSACTIONS OVER I" DAYS ARE NOT AVAD.ABLC DISPOTFS MIST RB FILED WMHN 43 DAYS. &mi.fRama— ft,I MI RiN[d: WA 014 13:W.40 PC NNr. TURN- PIKE �`. TIMOTHY WHITE 2508 STRASBURG RD C0ATESVILLE. PA 19320-4228 pewsyl,Wu Turnpike Commission E-ZPass Ctcu"Cc Service Center 7631 Derry Since Harrisburg, PA 17111 1.877.PENNPASS (1.877.736.6727) w .patumpike.com W NOS PAV-TRIS M NOTA BBL Account Statement Account Number: 1724124 Sntment Date: 07502014 &otemarr Period, From:05/012014 To:051312014 Account TYpet POV Payment Method: Prepaid ADtie1D"Summary e Tnaspooder/ Transponder/ Toll Cbsrg- License Plot.Toll Chargee LireosePWe 00602017763 (52.78) (SL78) Total Tell Clu ll : B ATeMgNT6 AND TRANSACf10NS OVER 120 DAYS ARE NOT AVADABLE. DISPOFES MOST BE MED WITHIN 45 DAYS -p aFBepod- Age 1 of Pdntd: 0713 14 13:01.14 Account AeHshy Tnaepoeder/ yk Mh Exb pim CL Amaat Balance EatrTDam EatrYPba Poeud T ed L m 9YL.60 _ // Bapwuae Ncpeitl Bdar2 0LIHAI< 0Y19M Ilo,,, ekp-.]ZFI 98'.A01t:18 Atr-216 OIlbm3>l�uee 1 IS1�91J,� I R 1' 3 fly/ 4125 x19.85 914 tqy CNPE� aaerJIT63 Lecolm J1 14 172 l o055I1I3N(NIIt< l0m-247 5/IS T0U $19 S6 _.._.... _. Aemaateo®oacr 1 Deblt Crndb pp Ymcoo Adprsmente Adjueaaeob Ending 6.190- Begiooiog Balance Toll Charger NowT01 Cbuges $19.86 SO.W 56.00$D.00 $0.00 M64 ($278) B ATeMgNT6 AND TRANSACf10NS OVER 120 DAYS ARE NOT AVADABLE. DISPOFES MOST BE MED WITHIN 45 DAYS -p aFBepod- Age 1 of Pdntd: 0713 14 13:01.14 Driving Directions from 2508 Strasburg Rd, E FallowfieW, PennsylvanE.. 20 t0 S205 Windsor and, Mechanicsburg, PennWIvanle 1,1055 1 MapQuest mapquesf Trip to: 5205 Windsor Blvd Mechanicsburg, PA 17055-3529 72.18 miles 11 hour 25 minutes Notes i L/otinu y ,'l lry e, rk; r,! is tt;; If you have a $1,000,000 portfolio, you should download the latest report by Forbes columnist Ken Fisher. In it he tells you where he thinks the stock market is headed, and why- This must -read report includes his latest stock market prediction, plus research and analysis you can use in your portfolio right now Don't miss iH �_�—� Frseen fes.ux�.v. Exit 812(14, 12,39 PM Wtp:lls.maNuest.comlprint?a=ap0.core.ec510alccSbd9b33naUN3 Page S of 3 2508 Strasburg Rd, E Fallowfield, PA 19320- oovenioad 4228 Free App 1. Start out going west on Strasburg Rd toward Weston Dr. - 2.8 2.8 Mi 2.6 Mr Total 1�; 2. Strasburg Rd becomes PA372.'Jc,; 1-3 Mi _ 4.1 Mr Total N Via; 3. Tum right onto S Church St! PAA 0. Continue to follow PA -10. __�.��._.? 5.2 Mi — PA -10 is 0.1 miles past Fairmount St 9.2 Mi Total TURKEY HILL MINIT MARKET #84 is on the left If you are on W 1st Ave and reach Brandt St you've gone about 0.1 miles too tar t}4p; 4. Stay straight to go onto W Kings Hwy / PA -340. Continue to follow PA- 16,2 Mi ' 40 340. 25.5 Mi Total r t W F1 5. Merge onto US -30 W t Lincoln Hwy W toward York I Harrisburg.; y: _; 4.7 Mi 30' 30.1 Mi Total Ian i 6. Keep left to take PA -283 W toward Harrisburg. _-';,_::: _. 28.6 Mi `283' 58.7 Mi Total t t +:rl. 7. Merge onto 1-283 N toward 1-8111-83 / Harrisburg. [:__ 2.6 Mi 61.3 Mi Total ?: 8. Merge onto 1-93 S via EXIT 3A on the left toward Harrisburg. 'r'_:� _ 4.8 Mi . R.7 56-1 Mi Total Highway Exits Exit 812(14, 12,39 PM Wtp:lls.maNuest.comlprint?a=ap0.core.ec510alccSbd9b33naUN3 Page S of 3