Loading...
HomeMy WebLinkAbout05-02-06 REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 -050637 COUNlYCOi5E --vEAA- - - NUMBER- - DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) I- Z W C W o w C POTTER MELISSA ANNE DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) SOCIAL SECURITY NUMBER 2 1 0 - 7 0 - 1 433 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w ~ ~ :$U) o o::~ w CLo :z: 00 O O::..J CLIO CL c( OS/23/2005 04/25/1987 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) 00 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy ofWilij D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dateofdeathafler12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS SUSAN J. HARTMAN ONE IRVINE ROW FIRM NAME (If Applicable) DUNCAN & HARTMAN P.C. TELEPHONE NUMBER 717-249-7780 CARLISLE PA 17013 ~ z w c z o CL U) W 0:: 0:: o o z o ~ c( ..J ::>> l- ii: c( o w 0:: z o ~ c( I- ::>> a.. :E o o >< c( I- 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash. Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) OFFICIAL USE ONLY t-...,) "- -~.: .., (._.~ ; ?;l I " ,'"-S ;; ~~'3 . I I " 1 - J \.,_:; ,':: -' ...... -) -". I f'0 289.61 --'J ". i"7, _ ~J --~ rrl -0 491.01 '~") : l (.;) 780.62 (8) 7,640.80 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) x _ (15) X _ (16) X .12 (17) X .15 (18) (19) 16. Amount of Line 14 taxable at lineal rate (11) (12) (13) 7,640.80 -6,860.18 17. Amount of Line 14 taxable at sibling rate (14) -6,860.18 18. Amount of Line 14 taxable at collateral rate !r.\ I ! 19. Tax Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET AD[\qESS 30 EAST MAIN STREET CITY I STATE I ZIP NEWVILLE PA 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount Total Credits ( A + 8 + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) S. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (S) A. Enter the interest on the tax due. (SA) 8. Enter the total of Line S + 5A. This is the BALANCE DUE. (S8) 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; ........................................................:.................. D 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................... .......... ... .................................................. 0 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................. ... .. .... ................. ........................... D 00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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% [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 retum 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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [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%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [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-1508 EX + (6-98) ..* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF POTTER MELISSA ANNE FILE NUMBER 21 05 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. 0637 ITEM NUMBER 1. 2. 3. 4. 5. 6. DESCRIPTION Adams County National Bank Acct. # 2187280 L575268473 EE Bond - 04/1999 L586363574 EE Bond - 03/2000 L591722696 EE Bond - 03/2001 L622074184 EE Bond - 03/2002 L599247251 EE Bond - 04/2003 VALUE AT DATE OF DEATH 144.03 32.04 30.74 28.92 27.50 26.38 TOTAL (Also enter on line 5, Recapitulation) $ (If more soace is needed. insert additional sheets of the same size) 289.61 ;, .~ I. i.: ~ .,; ,----, ~~ ""'H" \"!~ r -'! ~ I- J r. .oJJ .' <;.;;. ,;- i-:-i ~~ t i. -c; ~.. f~ ''-mJ->d-~~i'&, ~....._;- rf~' 1. -. -;-.~ '\~~'~.-~"i~~}/' :....ll'~""_....- l-:J w..; :- i ".' ..G i; 0 ;;. .- ~'. U I '.' U1 .:- ....... ."" U-i J.;~ ". . ' c:;:; o z ;V:S '-0 . (\) ~ c- < l ....... ~.~V) I^ >-' w,;.; (D v . "-' (2, CI ::> . CD J"> ,~ t -0>< J:> ~ <:'"'1'" ,...,.. NO -(4- \O~ ~ ~,',~ -.....i ' -:.:s N b ') w _0 Q Lrl lfl --f.: n.] ru w I' j Fl N g J W ~ , (J) t6 .- ;;w; :... ~ ~J..,:~- :'~~ ,~~ i~ ~::,~ ",;). ~ i.;: '-;~;;1 ~!.;J~ =*:; ~1O:=.x :;: :~-1l~ if"!i. . .-. ; ,f-' ;.;::: ~'" ;~ T~ ~~ ,~ --.zo;,;" ".i!& ~::d ~. ~~ l~ ti~l :i;; \.D OJ ~ ,.:n ~ ~ ...... l..-.I "~ ~ii] ~. l~.J J.~"".'.~.'.-..' ~t1 ~t.-.:.~u _it -:: !~~i~ L.- 'l!:It- to -- !~l ~ ~! m~'-. t'.~ --11 t .,;';;t S"lt;.:<l.' - ;; -;4' ~ .~ \~ . . .---. L-' '-' 8 t'''''\ l...-.;.; '-" o o 'J~ 1--~ !"l..J 9 C {D i--' ;:;u (.:~ v . o Z7;Z to .. LV :E: 0- <: . ;..0. ,...:. ~t.-, 0') ;; (.vCJ .~ w> v~. "> -c; o r4'. ~...i NC) ~ ,-+. 1.0 (-t. ~i'00 'J ~ N .e:.. ft) ""S r ~.J.J ~fj CJ lJl U-1 ru ru J:J rl rn 6 i.O , t.." CI I N co .,~ :~~' ... ;'7'; . ;; ii:it ~iP: ..~ f! .~i It~ ,>;It :.: c..'_ ;~.,';S; :~'.! :/;" ~;z ~ o.:-.or f~ >~. PL,~ if-~ ~~ ~~ fk{~ ...D t..j ,...,..... l...,.J G ... r-. '--' ~ , "';; .~ ~-r,.. ..:\0- .'~ ,:.. ~...., ,J ~""l '.:~.~} ...... T ~r-. Ci.... S~ ":. :::.::.'.=' ...... -- :Z,:~ .,_w. .... ,~2:~ ........ ,.;,;.. '~ If! ;,~ .--..-;...,;"c. -~j.. '~J(} 71", p,,:t"'! ,...... '"""... ': lit1 gsl .~~ 0C "'.~: . ...- U' ~ ... ... ,..-:. tt .~ ....--"~, "-',';" ~-'''':'-.._~ :-:-":'-"~"'~ ,-.'" -,., ;,. .' . ,.... ''':' ':' :',:,-, ,-.-... -,' .-.- 1l{~ l(''''l~j)__(PI~f1t!lt!lfl~.\ ~!t{f~_.G'~\!l~ . SJ~~.IIll~S'J~f~ ",'n-:flE'~T .: liA.fJU.o1() ~t:""S ~ I! ('''A IS'.iI,(. i>Jo lit ~ 209 36 1628 PATJ~I01" UOND 03 2004: ?f,MEl,. ISSA POTTER HAIL TO: . MEI..JSSA<POTT(:R 3l0.SAWHILL RD '.. .... .... . N'\tiVIbl FE .......> ................. ....... ..".~~'..1;72(1J. ~ 9580 .1.. .111. ..1 ~ ,1.1.lu....ln ...'i~.I~J,I~.r..u..ni'~..II.IJ~..:.~.I.11 'PQrHDduGtASA:'MollJiRt;;:i~~ fgj'J-i' "~~.; ........ ". '.' . "~- Rll~~..~~~~,?~~8l"'~9.~O J~"7~,,?l O.3~,~.94, o'~~2~:/':> ,'. . 060348142rt ,..,.. .r.~ A; ..~ ,,'/ T:~";~;f:. ~J. -~.:~1~~f~;]:..b03't81"'2lfE''Er ,FRS PI t'T . 03-12- 04- ,<;~,.Od.l"ljC~I:.t'.'Lt_ .'; ~._--.: tJ.-.t'H,IQ, "1""~F> l:qOPOflOO 01.:0 a II . l .laOb03..a~"2"'1a- W: I ... : _.-.: t i" .: : .. I ""."S:EltiES--EE"'~" t~l.l!'~_t>~*mJ.~:II.!I.jl.~. gi!ij!l"~~Jttl.ti'~~ 209.36 16'28' PATRJO'rBoND' 1l'tT:Il:",.!l..'.t:;~~$lt~:iov J:Aftti-" .' . '. . ,,/to.. l$liltJr 'r1~Ti! '03' -, ";2'0,05 t''-' lhME:LISSA P.OTtER ,MAlL. TO: "'F'RllPITT", Ke: l ISSA .'POTTER .' .... ..........,.../0.....:. '~......8-....t..'....,2. ...K..........".....:..H.........9......,.5.... .,....' "'$.l.O$AWf1I LLRD -. 1 . . .';'~~'~'\lILLE... ....,. .+.....................i.PA '. ...1~,241.~9580 ;'..t..f..,~..,.!I~:rl*."r"~r ..,., .\J~..li'lu.J..I.t .IJllu.IU.f.~.I~I.I..I.II..i.~.UIlIi..ul.11 .' ".",' , ." . , ;{,,:';;b.~~OD,ll),~UGlASA :pdTT!Ri':i,.;iH"H ';~:' ...... . ...... . ....... . ;;'il-;;\';;i'/<';~"'_"~"': ~;.:/. 'I;$qp,~~~'i'O'~~'Il'~?3.J 3,.c7 26~l9 9 0.0 .;:O~.l~O~lPPf\';{.,:i/:ir":' " ......... .' ...... (I'il"~41.?9 \.,.ji,....'.7J,r.#'.r<\f).' ....\X ..."ri, ",;,<:,.';;';". 0\\'tJ.v~W'XhiO:I:'I.ZbU.l1341:29.e:E ..:otJbu 'iOO 0 ? ':0 '\~"lot(r;3-~~ 2"l1~ . . ..;.:<;..""'_.....'.i'W~t~..'........";~:. .., . '. I ,..~ ';fl.,' ~ I I * - - Date 5-12 5-19 5-26 5-31 Account No. Page 1 6-05-05 2187280 Enclosure Debits 1 801 T MELISSA A POTTER 30 EAST MAIN STREET NEWVILLE PA 17241 ******************** NEED INSURANCE? Look to Adams County National Bank's new affiliate, Russell Insurance Group, for all your insurance needs. Auto - Home - Boat - Motorcycle - Property - Life and Health Call Toll-Free 1.800.289.4097 For Your Quote. ******************** 218 728 0 CAREFREE CHECKING Previous Balance +Deposits/Credits -Checks/Debits -Service Charge +Interest Paid Current Balance Days in Statement 5-08-05 3 9 166.55 167.91 334.46 .00 .00 .00 Period 28 Tracer 28 28 29 15 - -DESCRIPTIVE TRANSACTIONS- Description SAYLOR'S ~~KET PAYROLL PAYROLL SAYLORS MKT PAYROLL CLOSING TRANSACTION Amount 54.73 57.21 55.97 144.03- - - - - * * - - - - - - - - - - -EFT ACTIVITY- - - - - - - - - - - - - - - * Date Tracer Description Amount 5-09 9 STAR POINT OF SALE PURCHASE 22.22- SAYLOR'S NEWVILLE PA 5-11 7 STAR POINT OF SALE PURCHASE 13.17- 0263 SHEETZ CARLISLE PA 5-11 7 STAR POINT OF SALE PURCHASE 25.84- Wal-Mart Super CARLISLE PA 5-16 13 STAR POINT OF SALE PURCHASE 25.03- SAYLOR'S NEWVILLE PA 5-16 13 STAR POINT OF SALE PURCHASE 22.96- SAYLOR'S NEWVILLE PA 5-23 9 ATM WITHDRAWAL 42.00- ---------- ---._._-~------ - - ------ REV-1509 EX + (6.98) .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF POTTER MELISSA ANNE FILE NUMBER 21 05 0637 If an asset was made joint within one year of the decedenfs date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. CAROLINE A. POTTER 310 Sawmill Road Newville, PA 17241 MOTHER B DOUGLAS A. POTTER 310 Sawmill Road Newville, PA 17241 FATHER c JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DE CD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 05/1999 F & M Trust Company Acet. # 08-05977 353.42 50. 176.71 2. B. 04/1989 L390563197 EE Bond 59.56 50. 29.78 3. B. 05/1990 L457156178 EE Bond 57.24 50. 28.62 4. B. 04/1991 L477480202 EE Bond 55.02 50. 27.51 5. B. 04/1992 L480879328 EE Bond 52.88 50. 26.44 6. B. 04/1993 L505450856 EE Bond 42.76 50. 21.38 7. B. 04/1994 L523482037 EE Bond 40.72 50. 20.36 8. B. 03/1995 L536389353 EE Bond 38.98 50. 19.49 9. B. 04/1996 L546316227 EE Bond 35.82 50. 17.91 10. B. 03/1997 L556608366 EE Bond 34.20 50. 17.10 TOTAL (Also enter on line 6, Recapitulation) $ 491.01 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent POTTER, MELISSA ANNE Decedent's Name Page 2 21 05 0637 File Number Schedule F-2 - Jointly-Owned Property LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTSINTERES 11. B. 04/1998 L567785857 EE Bond 33.80 50. 16.90 12. B. 04/1999 L575268472 EE Bond 32.04 50. 16.02 13. B. 04/1999 L575268473 EE Bond 32.04 50. 16.02 14. B. 03/2000 L586363574 EE Bond 30.74 50. 15.37 15. B. 03/2001 L591722696 EE Bond 28.92 50. 14.46 16. B. 03/2002 L622074184 EE Bond 27.50 50. 13.75 17. B. 04/2003 L599247231 EE Bond 26.38 50. 13.19 SUBTOTAL SCHEDULE F-2 105.71 GRAND TOTAL SCHEDULE F-2 $ 491.01 T >I- 00000 0 H {J) ...:: >I- mmm~~ ~ Z 1-:3 0 >l- I I I I I 1-:3 ~ ~ C WWOOO M M 1-:3 Z OOI'0COf-' :;0 M'l::J G) M 3::;d H 0 H:J::I~~ MHO:'8ttl ~ {J) MM {J) ZH Z<ZZ ZZMHM (1 ~ Z< ~ O:;d I-:3MZZ OI-:3'l::Jt-'3G) 1-:3 I-:3H 1-:3 CM tI:l:;dCC HMO::r:H H t"() 0 M M HO :;O~~~ Z:;d{J)t:lZ < ~ mttlC :;d t"-i :;01-:3 trlG)t"-it"-i G)trlH~Z H H (Jl~en en trl H 3:'Ll'Ll:8 enM enl-:3 H 1-:3 0 Wt"-i t-d M M:;d~H 1-:3 'Ll'Ll ttll-:3 :8Z ...:: ~ ::I: en :;doenl-:3 OtrlM ~ ~G) ~ ~Z 0 Ol-:3en:I: M~:;d:;d t-lO t"-i 0 ::I: 1'0(1 t"-i Z 1-:3 :I:trl:8 ~HO() ~:;d ttl trl H trl 0 trl 0 ~OO ~ :;dt-lMM ZM ~ en {J) 0 ZI-:3:;d Z'-'::ZZ Ot:l t-l () (1t:l Z Z WO 3: I-:3Ht:l {J) trl 1-:31-:3 MH ~ :;d .-.:: ::OM M M O~M eno 1-:3 t:lO~~ 1-:3 Z H M Mt-d ...:: :8 :;dt-l -.J Z I..OITJ en ZI-:3MI-:3 OG)G) 0 'Ll ~ t:lO < M OH f-' M I?"l H C O:;d::r: lItrltrl M 1-:3 :;0 HCr.l 1-:3 H lien -.J :8:83: G)enh1 Otrl t"-i H I-:3H C t-l ~ Hen I < ZHO<~::O trl ...::...:: 0 en 1-:3 Z ~ Z~ -.J Httll-:3 Z:;d~:;dM (1 H H Z en M MHM -.J lIH:;d CG) t"-it:l - I-:3M M ......... {J) Z ~ m t-lG)C 'Ll 'LlH en Mt-l~ 00 :;d ~ ~ 'Ll ~ I M en "'::Ct:l en t:l0t:l f-' 0 trl 0 ~ ~en 'l::J 1'0 {J) 1-:3 1-:30:;d~M ~ O-.J h1 () ~ 1-:3'Ll0 N t-d OCOI-:3() ttlMtrl 00 M 0 f-' 01-:3 ~ t-d :;0 I t:l:;d:I:MC{J) ~~~ o f-' :;d C 0 -.J 1-:31-:3 1'0 ~ H ~ ~ :;d~ t"-i:;d::O -.J(Jl M Z W f-' 1'0 I-:3M ZZ ...:: h1 en"'::MITJ ~ZZ 00 Z 1-:3 :8 ~ M:;d G1M :;d MOOM ZMM 1'0 ~ 0 ......... H f-' :;d f-' :8 :J::! M {J)CO::O Ot:lO W CD M H t:l1-:3 I -.J ~ < 1-:3 M ::00 M f-' -.J f-'Z M::I: f-' 1'0 < H t:l 3: M :'8 0 I'0m ~ ttlO f-' ~ tr1 t-' :80 ~ H' ~ H OM ~~ f-' f-' t"-i :83: t:l 0 ...:: en O:;d f-' I M :8 M M (1 trl Cr.l=S f-' (1 ZCI-:3 II en ~ W 0 hj~~I-:3{J)O 0 1-:3 II 0 ITJ 3::;dI-:3HH en en f-' ITJ 1-:30 1-:3 Zen C H W ......... H ::0' t-d"'::G1::I: :;d 0 Z 0 0 C ~... 0 M ()t%i ITJ 0 M Cr.l ::0 ~t-d ~ :;d'Ll 0 1-:3~1-:3 en Z h1 ~ MO ::0 0 OZHM 0 :;d ~ oen ~ Of-' ZOO()~Z 0 HH t-l... HCOll 8:: ~o 1-:31-:3 1-:3 ~ H 'Ll:;dOH ~W en en H () ZH~MHZ ......... 0 0 MI-:31-:30l-:3M ~ Z 0 - H 0 H I H C () enzoo 0 W Z Z 0 G1MZ f-' 0 O() 1-:3 1-:3 3: h1 ~ I 0 M:I: M ::OO'Ll t"-i (Jl 0 ttlM 'Ll:;d {J) 0 MZ:;d 0 (Jl 0 HO ~tr1 1-:3 0 Mt-lO 'Ll CO 0 1-:3~ ~Hen 0 t-d en ~ 1'0 H< M 1-:3 Cr.l{J) ~01-:3 CO ~ ~ 1-:3 1-:3 1'0 ZH ::0 ~ww::I: ......... I G) I hj~ 0 trl MO {J) ~-.J(Jl:;O 0 tr1 0 ::01-:3 CO 8:: 0 trl 0 diD 0 (Jl f-' Otrl I trl 0 en Z C 1..0 0 I 8::8:: 0 Z f-' ~ G1 -.J 0 M (Jl 1-:3 (Jl 3: t-l :I: -.J (Jl Z 1..0 0 M 1-:3 -.J 0 :;d Z f-' -.J hj M m () I t-l 0 0) 1-:3 'Ll ~ W 0 h1 I ::I:trl 0 0 en w ::u::u () f-' I ttl ttlM C 0 OH 0 N 0 -.J-.J-.Jwm ~ -.J~Z ::u I CO c:: N (Jl \.0 1..0 \.0 (Jl (Jl t-l \.Ot-lO M 0 (j)C;l Z \.0 -.J-.J-.Jww ~ -.J~H en (J1 ::r: 1-:3 \.0 * . Z Z f-' {J) >I- COCO~~~ 0 coOG) * \.0 \.0 (Jl N N M \.OM .-.:: (Jl N :><: o. J ::J :J :J .c :J :J :J ..y .:'0 CJ .r> ,,:Q ..... I.;.") .1) J J\ C"J 0 '- 0 ';;' 0 ("'" 0 ~;" ...:0 ~~.. "'J . . :J 'I>> r- {')." '1) o 4l(~) ..0. .. .... ~..;.t,f ..oJ"" W -.j ).J , ... t r:'-N ~ ~ n:~? -u f.-.i., t...} r! ~ Cl I o :lOrll J>om J.J II ru o ru ... r -1= --.J ~ -+= 00 o ru o nJ f11 fT1 ~,......:z: .-n '-,11 1Cjooer- <.....- ,..., i.n r- ot...., J-C:;p frlG.; ~)'O '-0 --f %'1 ij") ffl ~ .x. o J;P 'UO J> '"'" ----l N .fl-- - > "n ,''0 .- ;.f.> iA X''''l'\ ".... ,:; )iJ ~..... h> ::>> ~\dj {~~.. '0 ~- ~ ;); ~O ";;C~ .O>'H- ~) ~, :p.. '"'Q l'oJ ;;:;) '.0 U,) v" .- ~= i~ \~ r.~ ~ ~;I ~i'~ !~..~~. >:i~ '\1 hI!: :.~~ .~~(= 'i.i' ~ !Ai $f. ~.' .'. ~::: \~ iff ~ t~ t~ ~ 0- ,-.a '.1, o ,.. ..... 4J .0 'iH' .. t""* .c) I 'V. ~}QQ .....,l~ ',.Am .,.... ...., .::0 ..D (-:tI;: .!. o .~ ~ /Il'OlJ\.."l r i'~ 0#0"- Ln if'. ""'. t ...y ~"'" :. ~ .... r.~ . t:.) Lrl '. r"-.'. . [j"1 .J.. ';o,m .1S'.r'j'l .... ...y ..' OJ ... r -+= 01 .~ ...-. U1 a- ~ -1 00 ,." rrl 3'; Zi-lO ,"j ~ ,... :0 :1:. - C .<........c'\ ~ r- r- <;;) ,Iii>> I:::)V~ r'fle;: ,/;;. po r- "",*"'0 2.:::.J. (;)..... ""'i ,:;') "n .l>./~ " ;t:J d .~ "0 '(:.J J> ~ fl .r- - '"il V) )'> .. ..... ~J N :f- """ 3:' 'n .3>- _ M . .' "<: 1.<) : ~ nn ;0 ~""(J' ~.>j ~ w ~..~ }...:;:1:: '4) "CloMI: .0 vtr- t~:> ~ ~-. ..~ . (') ..() c)J ,), - ~ l'v ,;.u 1,1 ~~. ~ \$' ~~ ~ ~11 "''''j 1.__'I"':..::it ;a~r . iiii. . H~~. l;'~~ !~~i . ltC l..t: (tt ~~ v Ii Ti ~i C) .J'> ~ .c --J;) (.) 1m'}"'i"i'~':)"~~0'.:"#It"~Wi':;'""""'J'(..~?ijJ:M~;-;;<?''''''';t.;.".i"i1:;5)~"';~';;tD~~~ ;;.:.,;' i ' ,)1 (!~t ~ .~~~ $ -''''. .~ " ~ I~ - ;.. 11e.:B ~o o I:~ .0 .0 '-,J .. ..... .:0 I'" ';:~ o Aj' Z7.;l~ (fj 0 ro :t: <:: W l-"' r.n ,....... U'J ~..1::1: ~ !':) 0 X '"':t o "" N r'! ;lJ ...- r'! \Ot'tl N""I ~~ fl ~ ^~.~ :t~ ,. :.;or: l':;t= ~~i}i t.I?lli (~,.~~ 1'iiiI c llt. ~~i '." ~ [i 0" 00 o o c: ~. t-' :l) (J) N ~ !'-.) -.J Vl -.J ., :> I-Q o ". " ~ "1 -.J N -f:-- N ..0 ''-0 ;"..J (;1\. ~ t-l ~ -:J". t.., 00 r o I.J'l ru U.J r OJ ru o UJ 4.J ... o ..JJ o o o ....:J . " o U-I r U1 ru w -r= 00 ru CJ W ...J fT1 m :=DO 0;0 tf) I . 30 o ec: CoN(j) ~r- CoN> QV') .r:- "oJ> N <<::I "'0, 10 Q.... o~ om c:>::e I:) ....', ~ UoI .r:- .... UoI Q .t:- o \J'I ..c .s:- o o 'i0oi :-z~ = m .... = ~ .... ::- <- : ..... :'-0 :- '-0 :- m c:: - = r- .... _ z :.;.. en en ::: ~ . ::0 -.t:I :,; ~> - ,...... :=""-1 N .z:.. -I-' . \0 ...., U1 "... I II Q \J'I N (.14 .J:o; Ci:l N o UoI ...., 0"11 " .l' ::0 ~ 1= ~..... "" ."'0 ,i J M ,: ..o-f +"~ ~~ 3 m r- .... t/) en > ." o -I -i m :0 N o ~ CJoI "... l-l 0"- N co - .. ;* i:~ ... :~ ,lill 'tilt .'~ ;':1 If ;~ ,~ :1. o .z:.. itJ;. ;-~ ~":.~ :;::::: .. ....... ;~:~ ~.~ ~H l-l .", >C ,r:.. ~ 'I. .1 : ':~ ~',.' ~~..~.~ [.:0 1i:1 '~~f .. .r- U1 CJ U1 -+= lTl o 00 U1 a- m m ~~~~~f ;~~-':' 7,:"r~~':;~..;,~~'?') .:::~-\j\h~.~"~';.r'J:'_;f.1~:l~i~~'1;~ .~~~.~.: tf; :-,".~ '. ~", t ~ ~;r ~ i ~ ~ I~ "~~ I;~ ,I L'~ ,1~J l g f -, ! -\J :~ ,&~ ~$i _ ,~!~ .'; ;~ ~ '..,. ~. 'S :,:j;1 - '~ ~~ !~ I ii ~! - ~~rs ~,... '... . ~~- ;?' l~ i~ ~..o iU-l .~. n.J lEE I- r ~. 4= , ~ 1 ~. J) ~ ~ l.tJ ~vt ~ ru :. ~ 00 ~ ~ ' ':>1) ~ fT1 ..0 ~.f1l N ~~;i",c :OJ:\:....,,:; .,~.'j.,.;t; .....i;',':'0."';;F.-", /"': ", ."",'" '" 0 -ON N. '0 o.Q 0 CIi 0 Q Q o <n o r- w _ V't vt .,. )If r- 0'''0 NOt:;) ~t..... .~. gom wa.;JO ..... ~'NCD .;. 0..... i' ~IO " . t W N 00 . ;a-M pm z....:s m....m x....,.. <....- ,.. VI ~ov. i"""Ol> . rT1C t'O'V '-0 .......... ~""'i cnm ;;0 en )lIi "0 ;tQ o .. '~o llI> .... ..0.,; N .,. ,.... "Ii. .... -V) . M"'ft,. ~'" >= 't~~ ..(:...... v.,.w -:.,. ....,:,: ..;, .,- ':'-';','.:-~. , ;~~ N o -0 y" 0" ~~ ;'a: !.~~ ,,- .. !~ t..~;, ..iiiIit !! t~ , '~'~ ::i: ~ ~ ;fi ;: .~ I:. ~ ~['. ;~ l~ ~ ti fJ '; __....Ai ,'. i-a !~ ,~ .... 0' N <>> o ... ... "'" <Q N - '.. ;0 o o o ...0 o o C) ~ .. D UoJ D ..0 o t..., ''':} Ln f;:-- (J'1 t.q. ~ if". [J'") fP .. ..-~.g.. =-'. ~-~ ..., -, : '.' m..... . ".' = z:: ..., %'0 :<..... . Q =-~ C::>'C-: r- C ~.~ :- r-o ::- m c: . "".:1>::- '= :"': r- ......,:r;.: ~ N = Z "~ ~',::: (j) ,~~,.~ (j) ;: ~ : '.-D' == C N == "'0 ..~ ~> = -.. ...... ~ :::: ...... : f~ '~ -- I "D ~ \J'1 0-. CI -:= .... r"""" U1 lJ1 0- cr o 00 W 0- 0- m rn t,: .L' 0' ur I..ri 0'> 0<._ o c:o VI q... 0- 0'"T1 i:lN;Q J~~ ~,:.. "0 ~: , ..... ,;..o~ ""iJ;-I ~': x m r- ..., (I) (/) > "'0 o -I -I m ;:0 N c -.l) .tN C3' I~ Ii l- ; j:: fil; ,!iir .~ ; fi.iii. -j ~ 1.1..: ~Ii Iii! .. I; I! ~ l~' ~ I. ~ ~-)t ~f;' , ttl '-:! - t:f: ~. 1= I~ ? ..... Q'I. N co o (.;.I ..... ...0 ~ -.,.,l 1":- " ii" t';" i ~' ! Ig l!> ,0 i Cl !i:-O I ;g I g ~ i:t I~ .? .~!:i~i~ <:) :"'H ';~'~'5: ." r-O " .... ,...:... r- 0 u.r )> =-'" c OVi: CJ ;.. :- r- ..... :I> = .... c~~~. : 'J+gm':'-i:"~" :3:f: ..' ... _.~, ;;j~~:'[~~ '\~~'.:.='~ .:" ~,""'" ~..~ :,'. J:o. --...... I \,0 -..J U1 0\ ~....... ~.... I~ ~~ i{f"1 t:~ ~. -;to ~-. ~. ~ ~' i 1"',- i .,''It, Q r r',ii~*,r -. 'N l~~~.: 'J~",.~ :'~~- ...,~ l':'.;f.' ~<~ ;!;.;.-,. r: -:::. x; --- iQ:, ".er La ~, cr c),' I ru~ 11 --';' :r rn N., ~- m .~ ~L-:~~:1..:~~:,~'jiii~.~~2~;,j;;:;~~.'h.;j~;';j'~\~~it-:'1.i,~~*~~:!i:t;..:;i~.(~~ :.:~.~c~ "<I. II Q"TI _:> .. 0~;O, ,. ~. I tl:t E M""" ~N'" ;, ...... . :;~;:- ;)- :3 m r- M en en > "'0 o -t -L rn ~ . ','. --, ' " ~. '.' ...... .' '.... ,. '.. . ,-",;..;.:.;.~'..:..:';~,'..:.;.iI-j;,-:~..i:/i'':,'.;;''''.- N o .", "'" ,00. .... 0'; N Q) ~~ ;ioiiil" ~'iIif. ,!.~ t~ ;~ I .~. t~ t~ ~~: ir!: ' tiOiii ~,!t' .~ 't~ i~ >.... jl iI ~ 1~ ~"# ;-'~ t.(I) t[';~i; .ili~i~' .... \0 ': I;,() Ooi ~ .e ;-~. ~: t ~.' i i .. 10 io lO ~D ~.J) g;:o ~o ~ ~. 0 ~-o ~::. fa ~U.J J tt.1 o L"1 U-l J::P .UJ D:1 ...0 ~ Ln UJ ... ;~ i 'i~~ 'i~ , i'n r Ul W cr w 00 ..D W tn W m m c:> c>> ~, C) e' (II I:) , t1I- N ..... ...0 V1 C Co) .... =-z""" :. m...., =~..... : <- =-.... :r- t:J =- r-o =- me: =-= :- r- : .... :: :z i= en =- ~ : :t> -- :""" '1) :... ~ !-- ;2 .~ ill' , ' ..... :--....'-1 ::1\) : ~ _. .... I ...0 ..... U1 ~ ~C) O:lO V> I %Ct C) ce. (.;.1m ....,... CH> oc/) ~ .......> N =." 10' Q--t 0.... . =rn 0:::0' t II , c::> ' U'l (.H '" t1I 0)' -D tH U"I Vl ..it .:~'''t' 6" c <.N :0 ~IO:S ~(J4 ~o-o '" I ;..04 '\0 -l '01-4 .... :' ~ m r- ..... (/) en 3> -0 o -I ..... m :0 N o ...0 VI 0'- - ~ I\J CD ". --~ ~ f~ .- '~ t~ .-iii ~:;.. if' ~.,. ;.. ~i C) VI - -.l) ...0 U'I .. . j J :J :J o :J J :J I:l .. . J w ::00 C::O l./l I :::Ct:J (;) c-e (JoIG') .... ,... (;I]> QC/) ~ -..J> N Q"'O 10 Q..; 0.... em =;0 c ~ U1 = ~ U1 U1 .. 0 "'" N ,z:. 'D ..0 Q CI .... t ~':.A .J ) , J , .J '3 :l .J oJ .. r U1 -J Ul ru 0- eo = -r=~ -1ut w~ m~ ",~ ~('")~ 3: :.'.,)>> c>> m =; ::0 ..r:- r- :-. r- (n 1-4 .. 1-4 (,f) == (lHf) (I) : t"""-i :> : mm : :::0 ." =::0 0 =- m -; ::- ~ -f : ... m : (I) ::0 :- (j') :- > =- ~ : 1> :~< F:m ... .~ . ~ r: I ..... N tJoI '">J J I f Q"T\ ~. J:'t ::0 s I td ~Q ;:..... "0 ': I ..... '1-,0-( , ~-+ ~'"i_ N Q '" ~ Q\ ~..~ ;,... .; . ~';;IW r.. .I~. [~ i~ ,-~ :.~ \;i~.~. {~ ...- !- ;= .';: :r,.r~ i" ~ Ii ~.'-~ fi ~~ '*' 1M 0" l"J co C) ~ ..... ..:) o.j) ...0 a- D IJl -\J f" ~ ~ .:~: ~<r~c r :;." -.J n.J .. ::00 ~::o C/) 1 . ~C1 o oc ~(j) .....,... (,H]> QVt .zo.. -....I)> N = "'0: 10 c,o,'f:, 0..... em 0;0 ~""':: ~.. ~n.... :c =::>ce m =~.t'- r- =- ,... co ~ = ..... (I) =(1) fI) (f) =.r-..... )> : .mm = ::0 " = ~ 0 =- m -i ::-. 4 -t : -; m == (I) ::0 (j) :- )> 1. ." ~ '> :... ''"):J < ~>m ~ :, .... :--..... :"'0 :-,..... -VI I - N ~ ...., Q, {.IoI' N ,::. ..0 \0 o 'Q ..... 0'" ~ "" ::0 "1= ~o ~.....:'O ( f..... -/ \O-t' 'P."'" tV Q '<D VI c-. I-' a- N ()) '. , ~.';' ~ ,.' :~ :''J .. ;.!. \ir t~ ,,q :~ '- :h ;!l Q (joI :'i.! i - .. o o o o .0 o o o -.J .. o U-l U1 " -r 111 CT' -I --I 00 U1 00 U1 .....J rn rn ::tiC c::tt C/) I 3:C1 Q OC:: t;.lG') "",r- (1)> QC/) ~ ....,> N =''11. 10 c...... 0..... em =::0 i .... = \0 -..J ...., C .to .... C ..0 C I:) Q N .=-z- =m_ ::: :e:_ :- <..... ::... ~ J:j ..' ,... 0 :- me: :- ta:s r- t-oc - Z = en en )> .. "'0 . - ;0 _ c i. ~ ~ .'. I-' =*"-J '" N .s:- - I 100 ...., U"I 0-.. I I f o \J'I ~ ~ ".J Q) U'l. C>> \J'I """ O"n rot' ~ ~~ I t:::t """'N .~....., -0 i I I'oiot :,....0 ...... co.-4 .~ ~ m r- ~ (/) (/) l> -0 o -f -f m ;c N (:) \0 (.N 0\ ..... 0'- N co ~ ... -- ;~ ij ;.,......~'. ;iit: \~ ;~ .iiit 'tJ. iv ;, "h [fl' i r:J1 ~~ c }~.~ ,r:.. o~~ ~ ~J~ ~ ~~ Q;) '" *--. .... .. o o o o ..D o o o -..J o l.,J..J ..0 ~ If... ~ - ~~ ;; I( ~ r ...- .. ... a- N ru o ......J +0 }-~ 00t\) +~ ,.,,~ rr1~ ru o '"\J r ::0 o ." )> J " c*r't ~~::ti ' '< t '" ...Jt\J ~ '" -0 i I ..... :;;Q-f' N. .... ~ ~, 3 m r- .... en en )I- "'0 o .~ -I m ;0 N C) ..0 ! II ~ III ill ~l ~f;1 " Ii CI4 0-. ~ >- ~ " .. o ~ = o :2 Q o CoM N c Q N .. o o o o .n o a o -.J . . o UJ ;:00 d", (It I ~t:J o NC:: (.N(j) .... ,... C/lU> .....lel) N (,H'" coo ...., ..... 1-1 om, ~.::O 'Q': o ':"'" Z tIoI .: .. m.... =2:Q :< =- t-I C/) : r-> ::-- ,... ~ ::m3 ... jwOf =- ;- E ; ~ : "Q ~> :""~ :....., :... N =-.... -..... J "" In 00 C I I' ~ % m ,... ..... (f) (J) )> ." o -t .... m ::0 N o ..0 "" a... ! i I rJ!!li ':j I~.i L~ ..... ' .... Iii t~ r=.'/ IWl! :;.\8'; ~""I; I..... =.i IE . I 1~...i...1: ~i Bj.' '.: fii~..1 ( I ~! I :00 =- %Cor' I:' '" ::. m..... ~ =a:o :z= :- < c _.... Cf) NC: ,..> ~.~ :- r-~ .~~ ..... N r- ~> r- ....,." . la' g=1 :om 0:0 0' '" .' """ . ""l .... .... ....., .'-= o ~ (,H :...., ,... :...N Q) =-~ ~ -~ I ..0 lJ1 C>> Q c:. ..0 ~ N ,.l) -u N ~jr~ -...J ~:1:. . ~ ~ It ~ lPr .lJ1 -0 ........ --! ru nJ. . _o-n tV';.o " cr ~' iJ= ': ..0 ~', ::l i~ "1J 0- -...J'. ~ ~ I ....... N '- ~c~., :"" ,.." N '. '. --I 0 I .,.,.,.~ -..~-" ~ ...;'~! t~~f.~r~~~~~~~' .... 0'- N OCt (:) till [---~----'-,r. Iii.. ,~ C) o o o ..IJ o o o -u - .. o U-I ~ -~. ::00 ; t:l ::0 VI t.,.;, . ;J:~ '10 'NC: "wen .... .- .CJl,I2> ~.tn N. ~"T.J (:DC) ....., ""'" I ...:.,. .'.om, =:=0 . ,.,.. N '~...n... ;'):>CD . =::o.z.. :- r- ().) :... ..... =(1)(1) : ,... .~ : mrn =. ::tI := ", =- ", r:: s- (f) r .~. :- > :.... ""0 <:: ......~.>m. ;. ." ....... E"""..... :...= ::-..... -"" I ...... N O.J ......, 3 m r- .... CI) CI) > "'0 o .... .... m ::tI N Q tD (1'1 ~ L~ t:: ~ i~ r~ ;,1 ~~ Ill; Is ~, .\,~ ~. .~ ~{..~. ~..! i~ l~t!l ~ (S1 /- ~ ~iI '~fi: f2 li .... 0-. t'.J CD ;::t.. ::"";" 0\ cD 0\' ...., I ~ ~\ .. en f (-- ~ [Tl i ;...:) ;Do U.J ~" " C'.) I tT2 r~>: ~ ~ ~~Ct I~~~~ 00 III I w ..A~ .,1...:,..' i..J g J!~ N H ffi ........, ~ ~o."'D I ~~. ~~~. ~ ~~~. . m ..~ Q ~'.~ L~~~~.~<\~"':'':.,~~,,('i.,'1;'.l.-::i,.:.,'~t'''~'li~1ifu~~~:~,,~''''.~'j@i~ ." " . " ~ .Jf.<i!:jJii!j ...._. " '" :.;, -- ~ -..... Ji,HEL lSSAPOTTER . HAlL TO: '.. . . MELISSA 'PtlTTER '$1 O$AWHI l LRD ,'i:<~~WV1LlE ." .... ,":'<",>i<,.,"~:~17241~9580 ,;, ';,:JA.~~lU, II I~.I.I.I..I" .11t.~I.i;'!J.'I~'.I.IJ,,;.~!,.UI.I.~...I.11 .' .;' ." " '-'i t'. ';...: ';'jt. fl '''' OR DOUGLAS A fSO?'rtR ~ ~""" .' ~ ,'-, ,. w .'. . RD~-!t ?3137230?-OOI!0 mB6?4.. ~'Ol~ ......,.. ......... .0599247231 . , ~ I~~~","'RN~Y LS'lQ2H.1231EE 'J:OOCJOI:i~_~? ?~:?:I ~ ~O 5~q 2~? 2:i ."- ~ '---:"'~."'-~'-'P."~'--,"~",,,,~- .,__.'_~.." ,"",-~.,._,_,.,._,...~'"......,.._-"_.:-..",,_,_,....._.~_~..,.,,,,:,_._... - ~'__ ';lrl.~ltt.!tIJDJJ~f!!~J.DJIM\ . ( Tfg'~~~l':!..a"GI).~ 209 36 1628' PATRIO"r BOND SERIFjS.EE INta-::J i4(.i~~~~:. t~:'E"M , 03 200 3 ~. /FRBP ITl 'OL.....ll..;.Q3' ,: ,au'Hl..tt:"~' . \ ~;.. I - "-. '\. CIA t:#'fG JI'rAM,.- I I I Savings Bond Calculator /VI ~,t,1 ,{ S.A P tJffti:e". Value As Of Page 1 of2 1i11.?ll)/~ Savinc Help CALCUJ 106/2005 Update Bond Info Series Denomination Serial Number lEE Bonds ~ $150 3 Results Total Value $860.36 # Bonds 21 Total Price $525.00 Total Interest $335.36 Issue Interest Serial Number Issue Date Series Denom Price Interest Value Rate L390554223 04/1989 EE $50 $25.00 $34.56 $59.56 4.00% L390554229 05/1989 EE 50 25.00 34.56 59.56 4.00% L333662170 04/1988 EE 50 25.00 36.96 61.96 4.00% L611734129 03/2005 EE 50 25.00 0.00 25.00 3.25% 'r; L603481424 03/2004 EE 50 25.00 0.68 25.68 3.25% L390563197 04/1989 EE 50 25.00 34.56 59.56 4.00% L457156178 05/1990 EE 50 25.00 32.24 57.24 4.00% L477480202 04/1991 EE 50 25.00 30.02 55.02 4.00% L480879328 04/1992 EE 50 25.00 27.88 52.88 4.00% L505450856 04/1993 EE 50 25.00 17.76 42.76 3.03% L523482037 04/1994 EE 50 25.00 15.72 40.72 3.10% L536389353 03/1995 EE 50 25.00 13.98 38.98 3.03% L546316227 04/1996 EE 50 25.00 10.82 35.82 3.07% L556608366 03/1997 EE 50 25.00 9.20 34.20 3.07% L567785857 04/1998 EE 50 25.00 8.80 33.80 3.25% L575268472 04/1999 EE 50 25.00 7.04 32.04 3.25% . -- L575268473 04/1999 EE 50 25.00 7.04 32.04 3.25% L586363574 03/2000 EE 50 25.00 5.74 30.74 3.25% L591722696 03/2001 EE 50 25.00 3.92 28.92 3.25% L622074184 03/2002 EE 50 25.00 2.50 27.50 3.25% L599247231 04/2003 EE 50 25.00 1.38 26.38 3.25% View 10 I Viewing Bonds 1-21 Issue Date ITD In1 $14.: Next Final Accrual Maturity 10/2005 04/2019 11/2005 OS/2019 10/2005 04/2018 07/2005 03/2035 07/2005 03/2034 10/2005 04/2019 11/2005 OS/2020 10/2005 04/2021 10/2005 04/2022 10/2005 04/2023 10/2005 04/2024 09/2005 03/2025 10/2005 04/2026 09/2005 03/2027 07/2005 04/2028 07/2005 04/2029 07/2005 04/2029 07/2005 03/2030 07/2005 03/2031 07/2005 03/2032 07/2005 04/2033 Le end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest http://wwws. publicdebt. treas.govIBC/SBCPrice 4/13/2006 REV-1510 EX + (6-98) .W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF POTTER.MEUSSAANNE SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 05 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. 0637 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE (IF APPlICABlE) 1. Payment of liability claim by Liberty Mutual Insurance Co. to 100,000.00 100,000.00 0.00 the Executors TOTAL (Also enter on line 7 Recapitulation) $ 0.00 IJ~_____ _.____ ~_ ____-'__1 ~___...J. _-lI...I~.L~_._ _. _.___...._ _~A.I..._ -_.~~- _!-_\ CLAIM OFFICE ADDRESS: PO BOX 1128 BLUE BELL, PA 19422 ~ Libertx \p Mutual. ~ ~ CHECK REFERENCE CHECK DATE 16993772 12/14/05 CHECK AMOUNT . BLOCK NUMBER .$100000.00 006340 CONTACT: .LINCH,KEVIN PHONE: 215-641-0400 INSURED NAME: HUSLER,HESTON CLAIMANT NAME: POTTER,MElISSA PAGE 1 OF ACCIDENT DATE: OS/23/05 OSH: VV0101121401-006340 CLAIM NUMBER: 005945855-0006 POLICY NUMBER: A02-281-533347-S04 INSURED OPERATOR: HUSlER,HESTON COVERAGE LIABILITY - BODILY INJURY INVOICE NO DATES OF SERVICE CHARGES PAID AMT ADJUSTMENTS 12/14/05-12/14/05 100000.00 100000~00 PAYMENT TO: DOUGLAS POTTER AND CAROLINE POTTER AS TOTAL CHARGE: TOTAL PAID: TOTAL DEDUCTIBLE: TOTAL WITHHOLDING: CHECK AMOUNT: 100000.00 100000.00 0.00 0.00 100000.00 NOTES FOR FULL AND FINAL SETTLEMENT. PLEASE REFERENCE CLAIM NO AND SEND THIS EOP WITH ALL CORRESPONDENCE CAREFULLY DETACH CHECK BEFORE DEPOSITING -RETAIN STATEMENT FOR YOUR RECORDS '!,i;J!~E-,(JJ~~.~~_1:Hgt'rr~CITY 9.F-,HI~ MULTI.~9NE S~CL!R1T.j D9c_~~r;~,"[ , ' , . 9_HE~K ~A_C~GRQYHQ ~~;,A_Cf1~~~_~_9.Q~Q!L~811Ql}A~.I=Y..ff!QM.,I9.P JQJ;~QIT9.~~. ' ~", .. '. ~ .' . ~ ~" ..., -'" ''', ;" ""'~,. ,,' .. o2.:-21",3~11,' "~. - . ;'HTI;P.'A~!}pp.ofEcnox PATf"tSSP77Ti '53 O<J6340 '. ", . , , . / "', , ", .' , ' BLUE BELL, PA \.~ - 'Liberiv- .:- CITIBAN~ DE, ,ONE'PENNS~WAY .', PO BOX 1128 ~ - fA" 71' - NEW CAS~U:, DE 19720 ' BlUE BEll, PA 19422 Mutucu.. ~~ * PAY *ONE*HUNDRED*THOUSAND*DOLLARS*NO* CENTS* PA YMENT IDENT/FICA nON CHECK NUMBER CHECK DATE CLAIM 005945855-0006 16993772 12/14/05 PAY $ 100000.00 PAY TO THE ORDER OF DOUGLAS POTTER AND CAROLINE POTTER AS ADMINSTRATOR OF THE ESTATE OF MELISSA POTTER 310 SAW MILL ROAD NEWVILLE PA 17241 REV~513 EX + (_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES FILE NUMBER 7 AMOUNT OR SHARE OF ESTATE NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1. Caroline A. Potter 310 Sawmill Road Newville, PA 17241 Douglas A. Potter 310 Sawmill Road Newville, PA 17241 mother 50%> 2. father 50010 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET n. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)