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HomeMy WebLinkAbout09-11-15 J pennsylvania 1505618403 DEPARTMEMOFREVEIX(03-14) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg PA 17128-0601 RESIDENT DECEDENT 21 15 9(0 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 12 18 2014 10 18 1947 Decedent's Last Name Suffix Decedent's First Name MI JOHNSON RICHARD W (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI i- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW a1. Original Return 2. Supplemental Return 3. Remainder Return(date of death prior to 12-13-82) 4. Agricultural Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) FJ 7. Decedent Died Testate El 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) F110. Litigation Proceeds Received �X 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) ❑ 13. Business Assets ❑ 14. Spouse 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 MARK C DUFFIE 717 761 4540 First Line of Address 301 MARKET STREET Second Line of Address City or Post Office State ZIP Code o LEMOYNE PA 17043 O C0'J� c�. O CZ Correspondent's email address: mcdgjdsw.com m c a -� ' c7 r t—� M rn • REGISTER OF WILLSQSE-ONL x� p r O REGISTER OF WILLS USE ONLY _ _n DATE FILED MMDDYYYY O C D, `' 3 G� rn C.n 'n -J DATE FILED STAMP Side 1 I III II VIII VIII VIII VIII I III VIII VIII Ilii VIII II I IIII 1505618403 1505618403 �� J 1505618411 REV-1500 EX Decedent's Social Security Number Decedent's Name: Johnson, Richard W RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages and Notes Receivable(Schedule D).................................................... 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 89 ,789 - 98 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............ 7. 67 -,331 - 12 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 15 7 ,121 - 10 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 11 ,901 . 00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 46 ,848 - 83 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 58 -1749 - 83 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 98 ,371 - 27 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 98-,371 - 27 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.00 15. 0 - 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17• 11 - 00 18. Amount of Line 14 taxable at collateral rate X.15 98 ,371 - 27 18. 141755 - 69 19. TAX DUE................................................................................................................ 19. 14 ,755 - 69 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and compie e.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has any knowledge., SI U PER O FO FILING RETURN Bonnie L Ward DAT 4 ADDRESS 717 16th Street,bjew C beriand, PA 17070 SIGNATURE OF P R THAN REPRESENTATIVE Mark C Duffle ADDRESS 301 Market Street, Lemoyne, PA 1111111111111111111111111111111I 111111111111111111 1111111 Side 2 1505618411 1505618411 it REV-1500 EX Page 3 File Number 21-15 Decedent's Complete Address: DECEDENT'S NAME Johnson, Richard W STREET ADDRESS 717 16th Street CITY STATE ZIP New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 14,755.69 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +B) (2) 0.00 s 3. Interest (3) 4• If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 14,755.69 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;............................................................................... ❑ F b. retain the right to designate who shall use the property transferred or its income;.................................. ❑ c. retain a reversionary interest;or............................................................................................................... ❑ d. receive the promise for life of either payments,benefits or care?............................................................ ❑ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................... ❑ 0 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ 0 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?.................................................................................................................. ❑ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. I'll /.{i��,.., 11 ; c'.•' �../.G..w, ,.�`:- ./ ,..'i. .... x.a<..,r... For dates of death on or after July 1,1994 and before Jan.1,1995,the fax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21ears 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[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)j. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. Rev-1509 EX«(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Johnson, Richard W 21-15 If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Bonnie Ward 717 16th Street Friend New Cumberland, PA 17070 B. Missy Kauffman Etters, PA 17319 Friend C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE INTEREST DECEDENT'S INTEREST TENANT JOINT JOINTLY-HELD REAL ESTATE. 1 A 07/01/2001 New Cumberland Federal Credit Union 3,395.97 50.000% 1,697.99 Checking Account No.S4 Share Drafts 2 A 07/01/2001 New Cumberland Federal Credit Union 6,629.12 50.000% 3,314.56 Christmas Account No.S8 3 A 07/01/2001 New Cumberland Federal Credit Union Money 24,270.71 50.000% 12,135.36 Market Account No.S3 4 A, B 07/01/2001 New Cumberland Federal Credit Union Money 5,702.58 33.333% 1,900.86 Market Account S3-Account holder: Bonnie L.Ward. Decedent Joint owner,with Melissa Kauffman 5 A 07/01/2001 New Cumberland Federal Credit Union 4,120.27 50.000% 2,060.14 Primary Savings Account No. S1 6 A, B 07/01/2001 New Cumberland Federal Credit Union 18,555.26 33.333% 6,185.09 Primary Share Account S1 7 A, B 07/01/2001 New Cumberland Federal Credit Union Share 2,902.43 33.333% 967.48 Drafts Account S4 Total of Continuation Schedule 3ee attached page TOTAL(Also enter on Line 6, Recapitulation) 89,789.98 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev.01-10) Rev-1509 EX+(01.10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT continued ESTATE OF FILE NUMBER Johnson, Richard W 21-15 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. JOINTLY OWNED PROPERTY DESCRIPTION OF PROPERTY %OF DATE OF DEATH LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DECD'S ITEM FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR DATE OF DEATH VALUE OF NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE. VALUEOFASSET INTEREST DECEDENT'S INTEREST 8 A 05/25/2001 Real Estate located at 717 16th Street, New 123,057.00 50.000% 61,528.50 Cumberland, PA-Assessed value ($124,300.00)x CLR for Cumberland County (.99). A copy of the Assessment and Deed are Attached TOTAL(Also enter on Line 6, Recapitulation) 89,789.98 Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10) Rev-1510 EX+(08-09) SCHEDULE G pennsylvania INTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Johnson, Richard W 21-15 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF^TRANSFERTRANSATTACH A COPFEREE THEIR RELATIONSHIP OF THE DEIED FOR REAL EST TE. VALUE OF ASSET ND INTEREST (IF APPLICABLE) VALUE 1 Edward Jones Traditional IRA Account No.896-80840 67,331.12 67,331.12 -1-5-Beneficiary: Bonnie L.Ward TOTAL(Also enter on Line 7, Recapitulation) 67,331.12 (If more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09) REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Johnson, Richard W 21-15 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 9,736.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2. Attorney's Fees Johnson Duffie Stewart&Weidner 2,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zia Relationshio of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 165.00 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 11,901.00 Copyright(c)2013 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.08-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Johnson, Richard W 21-15 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Funeral Expenses 9.736.00 H-A 9,736.00 Other Administrative Costs 2 Cumberland County Register of Wills-Filing Fees for Inheritance Tax Return 15.00 3 Reserves: Additional Miscellaneous Administrative Expenses 150.00 1-1-137 165.00 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX+(12.12) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Johnson, Richard W 21-15 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Check Clearing After Date of Death 847.00 2 New Cumberland Federal Credut Union Visa Account 3,320.53 3 Payment to Owner for Sale of Miscellaneous Golf Items, Books 9,116.00 4 Real Estate Mortgage Owed at Date of Death-1/2 of Date of Death Value of$67,130.59 33,565.30 TOTAL(Also enter on Line 10, Recapitulation) 46,848.83 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-12) ESTATE OF RICHARD W. JOHNSON SCHEDULE OF EXHIBITS EXHIBIT A Death Certificate for Richard W. Johnson EXHIBITS FOR SCHEDULE F (EXHIBITS B-J)^- JOINTLY HELD ASSETS.- EXHIBIT SSETS:EXHIBIT B New Cumberland Federal Credit Union Statement, showing Joint Tenancy EXHIBIT C New Cumberland Federal Credit Union Checking Account S4 Share Drafts Account Statement showing Date of Death Value of Account EXHIBIT D New Cumberland Federal Credit Union Christmas Account S8 Statement showing Date of Death Value of Account EXHIBIT E New Cumberland Federal Credit Union Money Market Account S3 Statement showing Date of Death Value of Account EXHIBIT F New Cumberland Federal Credit Union Money Market Account S3 Statement showing Date of Death Value of Account — Account Holder = Bonnie L. Ward, Joint Owners, Richard W. Johnson and Missy Kauffman EXHIBIT G New Cumberland Federal Credit Union Primary Savings Account S1 Statement showing Date of Death Value of Account EXHIBIT H New Cumberland Federal Credit Union Savings Account SI Statement showing Date of Death Value of Account Account Holder = Bonnie L. Ward, Joint Owners, Richard W. Johnson and Missy Kauffman EXHIBIT I New Cumberland Federal Credit Union Share Drafts Account S4 Statement showing Date of Death Value of Account — Account Holder = Bonnie L. Ward, Joint Owners, Richard W. Johnson and Missy Kauffman EXHIBIT J Cumberland County Assessment for Real Estate located at 71716th Street, New Cumberland, PA EXHIBIT K Deed for Real Estate showing Joint Tenancy with Bonnie L. Ward EXHIBIT L SCHEDULE G—Edward Jones Account Statement for IRA :723419 105.805 REV(9/17) 6SZ/4.9 ' G[m9narJ'gna'aow—mpyeauuAnFar3Iva ogaly - .. .. .. . mamvzeeep-tris Fair a o x• o ua t, d �! �P 3 �' P 4�3 tlo3 o''at 4 pr4-4 F- �o.BOX sSs ' ACCOUNT NUMBER�� STATENIENW�,PERIOD _ .� ..� NEW CUMBERLAND,PA 17070 _ " '� t " r } rvraur+arnu+rro>E�ocoTTun�oN g:'xxxxxxx1�1'3 $�;Dec 1 n2014 Dec 315 2014" `Pouf ommu GY it Vnion 600-71-NCFCU 1717-774-7706 �" im � ��` ` ADgRESSSERVICEREQUESTED . efcuonline.or + t s em }SUMMA060A A GLANCE *r { mwwn �E f. gerTatalhSh8rres�a �`tal ot �Loans �� { Tal Certificates 00615 Richard W Johnson 717 16th Street w New Cnrriberland PA 17070-1515 111 Home Equity !!! Tew & Used Cars L tlt Great Rates 010 check it out Contact an NCFCU Loan Officer or details Today! Page 1 of 3 Joint Owners: Bonnie L. Ward Deaasit.Withdrawal,.Balance M EXHIBIT$ STUDENT LOANS AVAILABLE. ACCOUNT NUMBER STATEMENT PERIOD VISIT OUR WEBSITE FOR Xxxxxxx113 Dec 1 2014 `Dec 31, 2014 ; DETAILS! ® Page 2 of 3 _ r !1 • - • Trans Eff Date Transaction Deposit Withdrawal Balance - Dec 08 Pos W/D *bj0026082 3805 Harzdale Drive Camp Hill Pa................ -47.49 2,366.41 Dec 08 Pos W/D*bj9028612 460 State Road Camp Hill Pa....................... -40.00 2,326-41 Dec 08 Pos W/D *001 3722 130 Old York Rd New Cumberlan Pa............. -5.87 2,320.54 Dec 09 Atm Inquiry Fee Pe04328326 111 Limekiln Rd New Cumberlan Pa -0.50 2,320.04 Fee 0.50 Dec 10 Pos W/D *588802950 5888 Wal-Sams Camp Hill Pa...................... -36.91 2,283.13 Dec 10 Pos W/D *0014295 130 Old York Rd New Cumberlan Pa............. -48.77 2,234.36 Dec 11 Pos W/D*001 3369 130 Old York Rd New Cumberlan Pa............. -46.92 2,187.44 Dec 12 Atm W/D W430147732 333 Heinz Street Mechanicsburg Pa......... 740.00 2,147.44 Dec 13 Transfer To S80 Xfr To S80............................................................. -175.95 1,971.49 Dec 15 Dec 14 Pos W/D *001 -593 130 Old York Rd New Cumberlan Pa.............. -8.52 1,962.97 Dec 15 Atm W/D Pe04328988 111 Limekiln Rd New Cumberlan Pa.......... -60.00 1,902.97 Dec 16 Pos W/D*bj902-382 460 State Road Camp Hill Pa........................ -42.00 1,860.97 Dec 17 Automated Deposit 106 Ssa Treas 310/Xxsoc Sec......................... 1,535.00 3,395.97 Dec 22 Transfer To S80 Xfr To S80............................................................. - 5.44 3,320.53 Dec 26 Share Draft Cleared 0800................................................................ -847.00 --?,473.53 Dec 29 Transfer From S 3 From Share 3..................................................... 10,000.00 2,473.53 Der-30 Wdr-awl-Via-Dr-aft-881-Gash............................................................. --60:00 -12;41353 Dec 30 Wdrawl Via Draft 903 Cash............................................................. -8,829.00 3,584.53 Dec 31 Dividend........................................................................................... 0.26 3,584.79 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.10. Dividend Is Calculated Using An Average Daily Balance Method New Balance 3,584.79 CHECKS CLEARED AT A GLANCE *Indicates a break in sequence Data Draft Number Amount Date Draft Number Amount Date Draft Number Amount Dec 2 ❑ 0566 -715.39 Dec 5 ❑ 0568 -228.00 Dec 30 ❑ 801 -60.00 Dec 5 ❑ 0567 -81.00 Dec 26 ❑ 0800* -847.00 Dec 30 ❑ 903* -8,829.00 S8 " S8-Christmas • Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 1,876.29 Dec 02 Transfer To S80 Xfr To S80............................................................. -234.00 1,642.29 Dec 03 Deposit Check................................................................................. 900.00 2,542.29 Dec 06 Deposit Check................................................................................. 2,475.00 5,017.29 Dec 06 Deposit Cash.................................................................................... 45.00 5,062.29 Dec 06 Deposit Cash................................................................................... 180.00 5,242.29 Dec 10 Transfer To S80 Xfr To S80.....................................:....................... -203.17 5,039.12 Dec 13 Deposit Cash................................................................................... 270.00 5,309.12 Dec 15 Deposit.............................................................................................. 1,320.00 6,629.12 Dec 31 Dividend........................................................................................... 0.70 6,629.82 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.15. Dividend Is Calculated Using A Daily Balance Method. New Balance 6,629.82 ' 1S80-Platinum Visa Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 0.00 Dec 02 Transfer From S 8 From Share 8..................................................... 234.00 234.00 Dec 02 Virtual Ln Pmt.................................................................................. -234.00 0.00 Dec 10 Transfer From S 8 From Share 8..................................................... 203.17 203.17 Dec 10 Virtual Ln Pmt.................................................................................. -203.17 0.00 Dec 13 Transfer From S 4 From Share 4..................................................... 175.95 175.95 ratesVISA EXHIBIT C Apply Today! STUDENT LOANS AVAILABLE. "ACQQ;IJNT.NUM$ER= ~% STATEMENTP.ERI.OD : VISIT OUR WEBSITE FORA0 . xxxxaT13.� Decy1, 2014 Dec 31 2014 , DETAILS! ® Page 2 of 3 �o • • - Trans Eff Date Transaction Deposit Withdrawal Balance - Dec 08 Pos W/D *bj0026082 3805 Harzdale Drive Camp Hill Pa................ -47.49 2,366.41 Dec 08 Pos W/D*bj9028612 460 State Road Camp Hill Pa....................... -40.00 2,326.41 Dec 08 Pos W/D*0013722 130 Old York Rd New Cumbedan Pa............. -5.87 2,320.54 Dec 09 Atm Inquiry Fee Pe04328326 111 Limekiln Rd New Cumberlan Pa -0.50 2,320.04 Fee 0.50 Dec 10 Pos W/D*588802950 5888 Wal-Sams Camp Hill Pa...................... -36.91 2,283.13 Dec 10 Pos W/D*0014295 130 Old York Rd New Cumberlan Pa............. -48.77 2,234.36 Dec 11 Pos W/D*0013369 130 Old York Rd New Cumberlan Pa............. -46.92 2,187.44 Dec 12 Atm W/D W430147732 333 Heinz Street Mechanicsburg Pa......... -40.00 2,147.44 Dec 13 Transfer To S80 Xfr To S80............................................................. -175.95 1,971.49 Dec 15 Dec 14 Pos W/D*001 -593 130 Old York Rd New-Cumberlan Pa.............. -8.52 1,962.97 Dec 15 Atm W/D Pe04328988 111 Limekiln Rd New Cumberlan Pa.......... -60.00 1,902.97 Dec 16 Pos W/D*bj902-382 460 State Road Camp Hill Pa........................ -42.00 1,860.97 Dec 17 Automated Deposit 106 Ssa Treas 310/Xxsoc Sec......................... 1,535.00- Dec ,535.00 Dec 22 Transfer To S80 Xfr To S80............................................. ............... - 5.44 3,320.53 Dec 26 Share Draft Cleared 0800................................................................ -847.00 ,473.53 Dec 29 Transfer From S 3 From Share 3..................................................... 10,000.00 2,473.53 -Dec-30r-awl Via-bfa#f-881-Gash ............................................................. ©:00--a•2 913 3 Dec 30 rawl Via Draft 903 Cash............................................................. -8,829.00 3,584.53 Dec31 Dividend........................................................................................... 0.26 3,584.79 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.10. Dividend Is Calculated Using An Average Daily Balance Method New Balance 3,684.79 CHECKS CLEARED AT A GLANCE *Indicates a break in sequence Date Draft Number Amount Date Draft Number Amount Date Draft Number Amount Dec 2 ❑ 0566 -715.39 Dec 5 ❑ 0568 -228.00 Dec 30 ❑ 801 -60.00 Dec 5 ❑ 0567 -81.00 Dec 26 ❑ 0800* -847.00 Dec 30 ❑ 903* -8,829.00 • Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 1,876.29 Dec 02 Transfer To S80 Xfr To S80............................................................. -234.00 1,642.29 Dec 03 Deposit Check................................................................................. 900.00 2,542.29 Dec 06 Deposit Check................................................................... ............ 2,475.00 5,017.29 Dec 06 Deposit Cash.................................................................................... 45.00 5,062.29 Dec 06 Deposit Cash................................................................................... 180.00 5,242.29 Dec 10 Transfer To S80 Xfr To S80..............:......................:....................... -203.17 5,039.12 Dec 13 Deposit Cash..,................................................................................ 270.00 - 5,309.12 Dec 15 . .................... 0.70 6,629.82 Deposit....................................................:........................................ 1,320.00 6,629T 12 ' Dec31 Dividend............. ......................................................... �- THE ANNUAL PERCENTAGE YIELD EARNED IS 0.15. Dividend Is Calculated Using A Daily Balance Method. New Balance 6,629.82 : 1S80-platihum Vita-- , Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 0.00 Dec 02 Transfer From S 8 From Share 8..................................................... 234.00 234.00 Dec 02 Virtual Ln Pmt.............................................. -234.00 0.00 .................................... Dec 10 Transfer From S 8 From Share 8..................................................... 203.17 203.17 Dec 10 Virtual Ln Pmt.................................................................................. -203.17 0.00 Dec 13 Transfer From S 4 From Share 4..................................................... 175.95 175.95 17 - • • • EXHIBIT D • • . P.O.BOX 658 'ACCO.IJNT=NUIVIBE. -:} - . . . _ . `. R< = STATEMENT pERIOp.:= NEW CUMBERLAND,PA 17070 IVEW( P3tLA[4DDEEW.CRPDT2'IIHIOPI ,p.;.• y•;•.:,•.•„ .!r_' _ :..•....,� ....,` 'xticci�zXatzx`113-< Cigc10`I,4:�=<rDec :•S;Kv+— ti�,;',�...—y+y»= _ "rst�:— 4 —... '�.\ fix TmoCommunity C'reeit'Vnzon 800-71-NCFCU 1717-774-7706 ADDRESS SERVICE REQUESTED www.ncfcuonline.orgSUIVIMAtY /�T A GLANCE ` TojtafiShares fi 28,610 Q? ` :�Tflt� LOanS j114 F Y-, 4 0 QO TbtaC Certificates � .. 0 OQ _ 00615 Richard W Johnson 71716th Street New Cumberland PA 17070-1515 come Equity ;Aew & Used Cars Great Rates ' check it out i Contact an NCIFCU Loan Officer for details Today - _ Page 1 of 3 .Joint Owners: Bonnie L. Ward Trans Eff Date Transaction Deposit Withdrawal . Balance Previous Balance 4,120.27 Dec31 Dividend........................................................................................... 0.52 4,120.79 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.15. Dividend Is Calculated Using A Daily Balance Method. New Balance 4,120.79 S-3 S3-Money'M#r�dt Trans- Eff Date Transaction Deposit Withdrawal . Balance Previous Balance24,270.1 l Dec 29 Transfer To S 4 Xfr To S 4............................................................... -10,000.00 14,270.71 Dec 31 Dividend............................................................ .............................. 3.96 14,274.67 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.20. Dividend Is Calculated Using A Daily Balance Method. New Balance 14,274.67 , S4 -'S4-Sh are Drafts Trans, Eff Date Transaction Deposit Withdrawal Balance Previous Balance 2,642.61 Dec 01 Automated Deposit 102 Us Treasury 312/Xxciv Sery................:..... 1,085.66 3,728.27 Dec 01 Nov 30 Pos W/D*0013768 130 Old York Rd New Cumberlan Pa............. -91.44 3,636.83 Dec 01 Pos W/D*871599971 Shell New Cumberlan Pa............................. -10.03 3,626.80 Dec 01 Pas W/D*0013667 130 Old York Rd New Cumberian Pa.............. -55.89 3,570.91 Dec 02 Pos W/D*001 -525 130 Old York Rd New Cumberlan Pa.............. -21.55 3,549.36 Dec 02 Share Draft Cleared 0566................................................................ -715.39 2,833.97 Dec 04 Dec 03 Pos W/D*bj9022500 460 State Road Camp Hill Pa....................... -30.00 2,803.97 Dec 04 Pos W/D*bj9029013 460 State Road Camp Hill Pa....................... -30.00 2,773.97 Dec 04 Atm Inquiry Fee Pe04327792111 Limekiln Rd New Cumbedan Pa -0.50 2,773.47 Fee 0.50 Dec 05 Atm W/D W430139761 130 Old York Road New Cumberlan Pa.... -40.00 21733.47 Dec 05 Share Draft Cleared 0567................................................................ -81.00 2,652.47 Dec 05 Share Draft Cleared 0568................................................................ -228.00 2,424.47 Dec 08 Pos W/D*245887282 3400 Hartzdale Dr Camp Hili Pa.................. -10:57 2,413.90 - t EXHlB/T E t 1 +b . Po.Box 658 _ ACCOUNT NUMBER STATEMENT PERIOD NEWCUNffi+RLAND Fmrnnl.clsEUTT UNION NEW CUMBERLAND,PA 17070 xxxicXxx132 :-Dec1 20143Dec 2'ourCommunity Crefiit Vnion 800-71-NCFCU 1717-774-7706 -- k ADDRESS SERVICE REQUESTED Vm4ndcuonfine.org = SUMMARY AT A=GLANCE Total Shares - - 25 946.13- _: Total LoariS 2880 95_ -=: —' - 'Total Cerrifcates� � 24_;769 29`- �_; 00659 l�I��I�II'ILII'I���III�I�II1�I���II�l�II�1�'Il�l�llrl��l�l�lll�I� Bonnie L Ward 717 16th Street .; N. New Cumberland PA 17070-1515 HUri1e Equity p� e.i�pO it New & Used Cars - Great Rates - check it out Contact an NCFCU Loan Officer for details Today! Page 1 of 3. _ Joint Owners: Melissa A. Kauffman, Richard W. Johnson S1 - S1-Pr innary Shares Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 18,555.26 Dec 31 Dividend........................................................................................... 2.36 18,557.62 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.15. Dividend Is Calculated Using A Daily Balance Method. New Balance 18,557.62 S2 - S2-1RA Share Account Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 2.45 New Balance 2.45 S3-Money Market Trans Eff Date Transaction Deposit Withdrawal,-- Balance Previous Balance 5,702.58 Dec 31 Dividend........................................................................................... 0.97 5,703.55 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.20. Dividend Is Calculated Using A Daily Balance Method. New Balance 5,703.55 Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 3,215.49 Dec 04 Share Draft Cleared 2231................................................................ -62.97 3,152.52 Dec 05 Automated Deposit 144 Comm Of Pa/Payroll................................. 890.88 4,043.40 Dec 06 Transfer To S80 Xfr To S80.............................................I................ -715.00 3,328.40 Dec 06 Withdrawal Cash.............................................................................. -290.88 3,037.52 Dec 10 Deposit Cash................................................................................... 210.00 3,247.52 Dec 11 Share Draft Cleared 2233 Verizon Financia Payments.................. -51.94 3,195.58 Dec 11 Share Draft Cleared 2232................................................................ -58.08 3,137.50 Dec 16 Share Draft Cleared 2235................................................................ -58.69 3,078.81 Dec 16 Share Draft Cleared 2234................................................................ -70.22 3,008.59 Dec 18 Share Draft Cleared 2236................................................................ -106.16 2,902.43 Dec 19 Automated Deposit 144 Comm Of Pa/Payroll................................. 859.27 3,761.70 Dec 22 Withdrawal Cash............. _. . __ -200.00 3,561.70 VISArates • EXHIBIT F • • • . ►. P.O.Box 658 ACCOUNT NUMBER STATEMENT PERIOp NEW GUMBFR7ANDFIDERAL LYtEDTT MON NEW CUMBERLAND,PA 17070 .xx�oczxx132 .Dec 1. 2014:-_�.Dec41T' 2014=- TourCommunity Credit Union 800-71-NCFCU 1 717-774-7706 ADDRESS SERVICE REQUESTED wwandcuonline.org w SUMMARY AT A GLANCE Total Shares 25 946 13 TotaF -oasis 2 66' Certifsates 24;769 29 °-_ 00659 111111111'1011'III 1III1I1III1I111II�l�II�I�'Il'I1111111I1I1III111 Bonnie L Ward 717 16th Street {` New Cumberland PA 17070-1515 o�'�'� Home Equity ATew & Used Cars Great Rates — check it ou Contact an NCFCU Loan Officer for details Today! - --- - .. - Page 1 of 3 _ Joint Owners: Melissa A. Kauffman, Richard W. Johnson S1 - SI-Primary Shares Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance -18,555.26 Dec 31 Dividend........................................................................................... 2.36 18,557.62 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.15. Dividend Is Calculated Using A Daily Balance Method. New Balance 18,557.62 S2 - S24RA Share Account Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 2.45 New Balance 2.45 S3-Money Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 5,702.58 Dec 31 Dividend........................................................................................... 0.97 5,703.55 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.20. Dividend Is Calculated Using A Daily Balance Method. New Balance 5,703.55 S4 m-94_-Share' Drafts, Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 3,215.49 Dec 04 Share Draft Cleared 2231................................................................ -62.97 3,152.52 Dec 05 Automated Deposit 144 Comm Of Pa/Payroll ................................. 890.88 4,043.40 Dec 06 Transfer To S80 Xfr To S80............................................................. -715.00 3,328.40 Dec 06 Withdrawal Cash.............................................................................. -290.88 3,037.52 Dec 10 Deposit Cash................................................................................... 210.00 3,247.52 Dec 11 Share Draft Cleared 2233 Verizon Financia Payments.................. -51.94 3,195.58 Dec 11 Share Draft Cleared 2232................................................................ -58.08 3,137.50 Dec 16 Share Draft Cleared 2235................................................................ -58.69 3,078.81 Dec 16 Share Draft Cleared 2234................................................................ -70.22 3,008.59 Dec 18 Share Draft Cleared 2236................................................................ -106.16 2,902.43 Dec 19 Automated Deposit 144 Comm Of Pa/Payroll ................................. 859.27 3,761.70 Dec 22 Withdrawal Cash............... _._ _____ _____.-.__--__ -200.00 3,561.70 ExHieIr G ®® � �' P ON O.Box 858 ACCOUNT NUMBER STATEMENT PERIOD: �'� � NEW CUMBERLAND,PA 17070 NEW ctmMau.�.m�oBw.ce�nrrux�os xxxx�oa113 Jan 1;`2015-Jan 31 2015 Tour Community Crefiit Vnion 600-71-NCFCU 1 717-774-7706 ADDRESS SERVICE REQUESTED wwvd.ncfcuoniine.org SUMMARYATA:GLANCE' Total Shares :3;393 46" =Total Loans 0s00 Total Certificates 0'00 006011 Richard W Street Johnson �x►y;,� 717 16th Street New Cumberland PA 17070-1515 Home Equity <— 0� .New & Used Cars Great Rates - checkitout Officer for details Today! Page 1 of 2 Joint Owners: Bonnie L. Ward S1 - S1-Primary Shares Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 4,120.79 Jan 13 Transfer 074132 Xfr To 074132 L 5................................................. -2,883.91 1,236.88 Jan 31 Dividend........................................................................................... 0.30 1,237.18 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.15. Dividend Is Calculated Using A Daily Balance Method. New Balance 1,237.18 S3-Money Market T - Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 14,274.67 Jan 10 Transfer To S 4 Xfr To S 4............................................................... -3,100.00 11,174.67 Jan 13 Transfer 074132 Xfr To 074132 S 1 ................................................ -11,174.67 0.00 Jan31 Dividend........................................................................................... 0.89 0.89 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.20. Dividend Is Calculated Using A Daily Balance Method. New Balance 0.89 Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 3,584.79 Jan 02 Jan 01 Automated Deposit 102 Us Treasury 312/Xxciv Sery...................... 1,106.41 4,691.20 Jan 02 Share Draft Cleared 0802................................................................ -715.39 3,975.81 Jan 08 Jan 01 Ach Deposit 3121736156................................................................ -1,106.41 2,869.40 Jan 09 Transfer From S 8 From Share 8..................................................... 6,629.82 9,499.22 Jan 10 Transfer From S 3 From Share 3..................................................... 3,100.00 1 12,599.22 Jan 13 Share Draft Cleared 0804................................................................ 116 3,483.22 Jan 16 Transfer 074132 Xfr To 074132 S80............................................... `-=950.00 2,533.22 Jan 17 Deposit Cash................................................................................... 337.00 2,870.22 Jan 29 Share Draft Cleared 0805................................................................ -715.39 2,154.83 Jan 30 Deposit Check................................................................................. 188.00 2,342.83 Jan 30 Transfer 074132 Xfr To 074132 S 4................................................ -188.00 2,154.83 Jan31 Dividend........................................................................................... 0.34 2,155.17 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.10. EXHIBIT H VISA r ates as • i oToday! • P.O.Box 658 �ACCOUNT NUMBER STATEMEN-T PERIOD: NEW CUhU0M A M MERALCREOTTUMON NEW CUMBERLAND,PA 17070 -- xx�ocxXx1322014 Tour Community Creazt Vnion 800-71-NCFCU 1 717-774-7706 _ _ - ADDRESS SERVICE REQUESTED www.ncfcuon1ine.org SUMMARY ATA- _T TA GLANCE Total Shares 25-.946-- -2;88G.9 946 13 Tofat Loans 2880 95: Tofal Certlfcates� _, 24-769 29-: -: 00659 LI..IItI'IIII'IIIIIII�IIIII�I��II{II�IIiII'll'IIIIiIiIIIIIIlII{I r Bonnie L Ward 71716th Street ,- New Cumberland PA 17070-1515 Home Equity q tY Wew & Used Cars Great Rates - check it • Contact an NCFCU Loan Officer fordetails Today! Page 1 of 3. Joint Owners: Melissa A. Kauffman, Richard W. Johnson 41 1� S1 - S1-Primary Shares Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 18;555:26 Dec 31 Dividend........................................................................................... 2.36 18,557.62 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.15. Dividend Is Calculated Using A Daily Balance Method. New Balance 18,557.62 S2 - S24RA Share Account Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 2.45 New Balance 2.45 --S3-Money Market Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 5,702.58 Dec31 Dividend........................................................................................... 0.97 5,703.55 THE ANNUAL PERCENTAGE YIELD EARNED IS 0.20. Dividend Is Calculated Using A Daily Balance Method. New Balance 5,703.55 '_S4 - 84-Share Drafts Trans Eff Date Transaction Deposit Withdrawal Balance Previous Balance 3,215.49 Dec 04 Share Draft Cleared 2231................................................................ -62.97 3,152.52 Dec 05 Automated Deposit 144 Comm Of Pa/Payroll................................. 890.88 4,043.40 Dec 06 Transfer To S80 Xfr To S80.............:............................................... -715.00 3,328.40 Dec 06 Withdrawal Cash.............................................................................. -290.88 3,037.52 Dec 10 Deposit Cash................................................................................... 210.00 3,247.52 Dec 11 Share Draft Cleared 2233 Verizon Financia Payments.................. -51.94 3,195.58 Dec 11 Share Draft Cleared 2232................................................................ -58.08 3,137.50 Dec 16 Share Draft Cleared 2235................................................................ -58.69 3,078.81 Dec 16 Share Draft Cleared 2234................................................................ -70.22 3,008.59 Dec 18 Share Draft Cleared 2236................................................................ -106.16s 9 2. S Dec 19 Automated Deposit 144 Comm Of Pa/Payroll................................. 859.27 3,761.70 Dec 22 Withdrawal Cash.............................................................................. -200.00 3,561.70 low VISA rates as EXHIBIT l . . Property Mapper ,'Cumberland County, PA s I ss PERRY COUNTY " G :'*..'1� -. -,;�','• S-'�" _ ?}jet„" r�''I'r�'{ ss u` .,,!. YORK COW4TY •- -7\�. =!sa..�i _ . Y � i I`(y11ti`5 I-Iti ;1 i �. q -t f.,phf,AP+ t Mk„ �• %Y Copyright 2011 Esti.All rights reserved.Tule May 26 2015 04:36:00 PM. 717 16TH STREET PIN:26-23-0543-446 Deedbook: 00245-00910 Owner: JOHNSON, RICHARD W Land Use Code: 101 Property Type: R Acreage:0.2 Square Feet: 1024 Taxable Status:T Clean&Green Status: Land Assessed Value$: 34400 Building Assessed Value$: 89900 Total Assessed Value$: 124300 Sale Price$: 101900 Sale Date:Thu May 31,200108:00:00 PM Year Built: 1958 Municipality: NEW CUMBERLAND 2ND WD Height in Stories: Type of Dwelling: DETACH Primary Exterior:Aluminum Basement Percentage: 100 Air Conditloning:AC Total Rooms:5 Bedrooms: 2 Full Bath: 1 Half Bath: „(. .,t;T , . 1ir�t Fp Rl:uO ;r,, ;;r 0EEDS UM0ER13,; ? COl1,�iTY-FA '.01 AIN an 1102 TAX PARCEL NO. 26-23-0543-446 .MADE THE �`� day of �� in the year two thousand one (2001) .BETWEEN RANDOLPH L. CRONE and PAMELA K: CRONE, his wife, of New Cumberland, Pennsylvania, Grantors, AND RICHARD W. JOHNSON, single man, and BONNIE L. WARD, single woman, as Joint Tenants with the Right of Survivorship, Grantees, WITNESSETH, that in consideration of ONE HUNDRED ONE THOUSAND NINE HUNDRED---- -----------------------------------------------($101,900.00)------------------- ---- ------------------------------------------Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said grantors do hereby grant and convey to the said grantees, their heirs and assigns, ALL THAT CERTAIN lot of land situate in the Borough of New Cumberland, County of Cumber land and State of Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the northerly line of 16th Street, said point being 217.51 feet measured in a westerly direction along the northerly line of 16th Street from the northwest corner of pith Street and Brandt Avenue; thence North 31 degrees 49 minutes West along lands now or formerly of Robert A. Hanes and Patricia A. Hanes, 175 feet to a point; thence along lands now or formerly of Athos A. Mailey and Pearl V, Mailey, South 58 degrees .03 minutes West, 50 feet to land now or formerly of Wayne G. Doyle; thence along said Doyle land, South 31 degrees 49 minutes East, 175 feet to the northern line of 16th Street; thence along said 16th Street, North 58 degrees 03 minutes East, 50 feet to the place of BEGINNING. HAVING THEREON ERECTED a single one and one-half story frame dwelling house known and numbered as 717 16th Street, New Cumberland, Pennsylvania. -- ----- — — it�fl( GAJ l'•,6i 90 EXHIBIT K BEING THE SAME PREMISES which Robert A. Hanes and Patricia A. Hanes, his wife, by Deed dated September 12, 1990 and recorded September 14, 1990 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book T, Volume 34, Page 1004, granted and conveyed unto Randolph L. Crone and Pamela K. Crone, his wife, Grantors herein. n AND the said grantors do hereby Warrant Specialty the property hereby conveyed. IN WITNESS WHEREOP, said grantors have hereunto set their hands and seals the day and year first above written. Signed;Sealed and Delivered _.�Jdwl RANDOLPH L. RONE In the Presence of PAMELA K. CRONE STATE OF COUNTY OF On this , the �'S� day of �_ ► 2001, before me:;,*mow the undersigned officer, personally appeared RANDOLPH L. CRONE and PAMELA K.'QRQ;K9, his wife, known to me (or satisfactorily proven) to be the persons whose names ard'" to the within instrument, and acknowledged that they executed same for the purjj1r..Aes-tit contained. ` IN WITNESS WBEREOF, I hereunto set my d official seal. (SEAL) Notary Public NOTARIAL SEAL Christina L,Hershey,(Votary Pub"c City of Mechanicsburg,County of Cumberlaitd My COMMission Expires April 25,2006 A2 CERTIFICATE OF RESIDENCE I do hereby certify that the precise residence and complete post office address of the within grantees is: /A)001 AttornekAgeoe for. Certify this to be recorded In Cumberland County PA COMMONWEALTH OF PENNSYLVANIA: SS Recorder of Deeds County of RECORDED on this day of A. D. 2001, in the Recorder's office of the said County, in.Deed Book Vol. Page Given under my hand and the seal of the said office, the date above written. SIP 9 9 A Q WN A A M M m Recorder. eo REVISTERE0 P, -"'I.-CUW' OF 4A X-n :=p 9.0.r 245 FAu 9A Account Holder(s)Richard Johnson Account Number 89s-8O840'1'5 EdwardJones' Account Type Traditional Individual Retirement Account Financial Advisor Sean Ferguson, 717-731-543u MAKING SENSE OF INVESTING 1o0OMarket Street, Suite 11.Lemoyne, PA17O43 Statement Date Feb 2O-Mar 27. oO15 Page 1of1 Traditional Individual Retirement Who Might Benerd From Our Account Soiiohod clients are one ofour best sources of referrals, and the Edward DJones&Co,Custodian highest compliment you can pay us is the rahmrna| ofafriend, relative, F8ORichard Johnson IRA neighbor oroo-wnrker. If you know someone who might benefit from C/O Bonnie Ward our financial guidance and appreciate the highly personalized service weoffer-ormuybenefitfvomauecondopiniononhiuorher investments ' please pass along the name ofyour financial advisor. We'd love 1uintroduce him urher hoour unique brand ofservice. | � Account Value Value Summary This Period This Year $675331 .12 Beginning value $0.00 $0.00 Assets added to account 67,331.12 67,331.12 Income 0.00 0.00 1 Month Ago $0.00 Assets withdrawn from account 0.00 0.00 1 Year Ago $0.00 Fees and charges 0.00 000 3 Years Ago $0.00 Change in value 0.00 0.00 00 5 Years Ago $0. Ending Value $67,331.12 Asset Details (as of Mar 27, 2015) additional details at www.edwardjones.com/access Balance Cash $67,331.12 Total Account Value $67,331.12 :r-Retirement Summary This Period Cumulative 2015 Contributions $0.00 $0.00 2014 Contributions 0.00 0.00 Rollover Contributions 67,331.12 67,331.12 Investment and Other Activity by Date Date Description Quan=tit Amount � =.. RolloverMoney~..~._~~ 4283238 EXHIBIT