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Home My WebLink About09-27-06 W I- ~ :$(1) o o::~ w&O :I: 0::9 o 8:al < REV.1500 EX + <'iO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128~601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT t- Z W C w o w C DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) 00 1. Original Return D 4. Limited Estate 00 6. Decedent Died Testate (AltachcopyofWilI) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12.12-82) D 7. Decedent Maintained a Living Trust (Altach copy of Trust) D 10. Spousal Poverty Credit (date of death belween 12-31-91 and 1-1-95) OFFICIAl. USE ONLY FILE NUMBER 2 1 -0 6 0 0 4 2 "'COUNlYcooe ----vEAA- - - NUMeeR- - SOCIAL SECURITY NUMBER 1 4 5 - 2 4 - 9 2 0 9 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (dateofdeathpriorlD12-13-82) D 5. Federal Estate Tax Return Required Q. 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Altach Sch 0) z o t= :5 ::) t- a: c( o w 0:: z o i= ~ ::) D.. ~ o o >< ~ Winter Robert M. a1k1a Winters Robert Mathias DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 01/08/2006 11/10/1933 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W Q Z o Q. (I) W 0:: 0:: o o NAME Joel R. Zullin er FIRM NAME (If Applicable) Zullin er Davis P.C. TELEPHONE NUMBER 717 264-6029 COMPLETE MAILING ADDRESS 14 North Main Street, Suite 200 Chambersbur 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) 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 See. 9116 (a)(1.2) 0.00 291 ,096.44 0.00 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate (8) (11) (12) (13) (14) X _(15) X .045 (16) X .12 (17) 0.00 X .15 (18) (19) 19. Tax Due 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAyr,1ENT PA 17201 141,517.18 1 08,273. 7~ OFFICIAL USE ONLY /"-..) = c.:::> C>"" (/) f'T1 U N -...! -v =0 f'r-} C) ~ t J \""F\ CJ C) -;1 --'1 (0) .. rn 71,057.33 -!..~ : ~ '-.";' N 320,848.28 23.031.11 6.720.73 29.751.84 291.096.44 0.00 291,096.44 D d · C Add ece ents ampl ete ress: STREET ~DRESS 32 Lantern Lane CITY I STATE I ZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 13.099.34 12825.00 675.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) 13.500.00 T otallnterest/Penalty ( 0 + E ) (3) 4. If Une 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 8. Enter the total of Une 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 400.66 0.00 0.00 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 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ D 00 c. retain a reversionary interest; or ...................................................................................................... D 00 d. receive the promise for life of either payments, benefits or care? ............................................................. D 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. ...... ..... ........ ............. ....................... .......... ............. ........ ....... D 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D 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. MD 20659 DATE PA 17201 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 exemot 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 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)J. 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)J. 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-1502 EX + (6-98) '* SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Winter Robert M a1kJa Winters Robert Mathias 21 06 0042 All real properly owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointJy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. DESCRIPTION Gross proceeds from sale of real estate situate at 32 Lantern Lane, Shippensburg, Cumberland County, PA, to Lois B. Bock and Chris H. Bock Received on proration of real estate taxes VALUE AT DATE OF DEATH 141,000.00 325.56 3. Received on proration of maintenance fee 191.62 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 141 517.18 REV-1503 EX + (6-98) . SCHEDULE B STOCKS & BONOS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Winter Robert M a/kla Winters Robert Mathias 21 06 0042 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Vanguard Account, consisting of the following: VALUE AT DATE OF DEATH 500 Index Fund Inv, 383.515 shares @118.41 45,412.01 Prime Money Market Fund, including interest accrued to date of death 62,861.76 TOT At (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 108 273.77 REV-1508 EX + (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Winter Robert M ITEM NUMBER DESCRIPTION 1. Savings Account Pennsylvania State Employees Credit Union 2. Checking Account Pennsylvania State Employees Credit Union 3. Money Market Account Pennsylvania State Employees Credit Union 4. 3 Month Certificate Pennsylvania State Employees Credit Union 5. Refund, Shippensburg Fitness Center 6. Refund, Blue Shield 7. Refund, Time, Inc. 8. Refund, Knights 9. Refund, Allstate 10. Refund, Blue Shield 11. Refund, Discover 12. Refund, Comcast Cable 13. Refund, American Diabetes 14. Refund, asp Customer Service 15. Refund, News-Chronicle 16. Refund, Sprint FILE NUMBER a1kJa Winters Robert Mathias 21 06 Indude 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. 0042 VALUE AT DATE OF DEATH 280.09 1,902.75 53,702.00 12,041.75 34.50 343.78 5.78 19.20 39.60 19.20 40.00 152.70 25.78 40.24 20.30 14.15 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 71 057.33 Continuation of REV-1500 Inheritance Tax Return Resident Decedent , Winter, Robert M., alkJa Winters, Robert Mathias Decedent's Name Page 1 21 06 0042 File Number Schedule E - Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. Refund, Consumer Reports 4.00 18. Refund, Reader's Digest 1.50 19. Refund, Allstate 101.00 20. Cash 23.00 21. Gross proceeds from sale of personal property 2,208.25 by Hershey's Auction Service, LLC 22. Refund, NR and Associates 37.76 SUBTOTAL SCHEDULE E 2,375.51 GRAND TOTAL SCHEDULE E $ 71,057.33 REV-1511 EX + (12-99) ,* SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Winter Robert M a/kla Winters Robert Mathias Debts of decedent must be reported on Schedule I. FILE NUMBER 21 06 0042 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Fogelsanger-Bricker Funeral Home, funeral expenses 4,856.30 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) 0.00 Social Security Number(s)JEIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Joel R. Zullinger 7,200.00 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Probate petition 360.00; will 15.00; short certificates 36.00; JCP fee 10.00; 456.00 automation fee 5.00; filing return and inventory 30.00 5. Accountanfs Fees 6. Tax Retum Prepare(s Fees 7. Darlene M. Kelly, CPA, preparation of decedent's final personal income tax returns 150.00 8. Fees paid to Country Manor at sale of decedent's real estate 4,305.00 9. Transfer tax on sale of decedent's real estate 1,410.00 10. Final water and sewer bill for decedent's residence 41.41 11. Dan Hershey's Auction Service, LLC, commission and expenses sale of personalty 994.99 12. Vivian Coy, Tax Collector, 2005/06 school real estate taxes and interim county taxes 859.41 13. Utility bills-gas, water and electric 1/5 thru 5/9/2006 990.08 14. Therese Giles, reimbursement executor's travel expenses for funeral and estate 1,767.92 administration TOTAL (Also enter on line 9, Recapitulation) $ 23031.11 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-~8) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Winter Robert M. alkla Winters. Robert Mathias Include unreimbursed medical expenses. FILE NUMBER 21 06 0042 ITEM NUMBER DESCRIPTION 1. United States Treasury, federal income tax due VALUE AT DATE OF DEATH 2,759.00 2. State Employees' Retirement System, return of benefits paid after death 1,863.31 3. VISA, balance due on account 69.65 4. Borough of Shippensburg, due on account at death 37.06 5. Penelec, due on account at death 87.84 6. Vivian Coy, Tax Collector, county & township real estate taxes due at death 319.46 7. R.T. Henry Pharmacy, balance due on account at death 88.13 8. Sprint, due on account at death 25.42 9. Balance due on ambulance and hospital bills 132.16 10. Discover Card, balance due on account 1,338.70 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6720.73 REV'15"~'* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER . . ... [JDt"!r M_ ~/k/~'... . - . ... ... 21 06 004? RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS pndude outright s~usal distributions, and transfers under Sec. 9116 (a)(1. )] 1. Therese F. Giles Lineal 36789 West Lakeland Drive one-sixth of residue Mechanicsville, MD 20659 2. Stephen J. Winter Lineal 1215 Mercedes Drive one-sixth of residue Merritt Island, FL 32952 3. Mathias W. Winter Lineal 23133 Alder Lane one-sixth of residue California, MD 20619 4. Elizabeth M. Scruggs Lineal 10615 25th Place NE one-sixth of residue Lake Stevens, WA 98258 5. Kathryn A. Winter Lineal 456 W. 6th Avenue one sixth of residue Conshohocken, PA 19428 6. U. Cmdr. Thomas A. Winter Lineal 12138 Wooded Vista Lane one-sixth of residue San Diego, CA 92128 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) ~ JRZ - 5.1 wills\winter.l November 27, 1996 LAST WILL AND TESTAMENT I, Robert H. winter, of the Borough of Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and fU~eral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the residue of my estate of every nature and wherever situate to my children, namely Therese Giles, Stephen Winter, Mathias Winter, Elizabeth Scruggs, Kathryn Winter and Thomas Winter, in equal shares, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to said beneficiary's issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share ~ ~ ~ ~ shall be added to the share or shares of my other children. III. In the event that anyone entitled to a share of my estate shall be under the age of eighteen years at the time for distribution to such beneficiary, I constitute and appoint stephen Winter as guardian of any property which passes either under this will or otherwise to said minor. Said guardian shall in the guardian's sole discretion and without order of court, use principal as well as income from time to time as may appear to be necessary for the minor's welfare, comfort, medical care, recreation, support and education, without responsibility to the minor or to any person taking care of the minori and the remaining balance in the hands of said guardian shall be distributed to said minor when the minor attains the age of eighteen years. If such minor dies prior to attaining the age of eighteen years, said guardian is authorized in the guardian's discretion to pay part or all of the minor's funeral expenses and the remaining balance in the hands of said guardian shall be distributed to the minor's personal representative. In the event the funds held by the guardian for any minor become in the opinion of the guardian too small for proper and efficient administration, the guardian, in the guardian's sole discretion, may deposit such funds in a savings account in the name of the minor. Page 2 ~ ~ IV. Any fidu~iary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without any regard princi91e to of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such tenns or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or Page 3 unregistered. V. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. VI. I appoint my daughter, Therese Giles, as executrix of this my will. Should my daughter predecease me, fail to qualify or cease to act, I appoint stephen Winter, my son, as executor of this my will. VII. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of six typewritten pages, the first four of which bear my signature in the margin for the purpose Page 4 of identification this t-l (\ /t - day of 'tr::::;)~~J 19.2L. L) Signed, sealed, published and declared by the above-named testator as and for his last will and testament in our presence, who in his presence, at his request and in the presence of each other have hereunto set our hands as attesting witnesses. A',,/~.a~~~~~T;{. /'I" e,.,A/t/' ~ / It' ,I /'t1 . . , 9;t:;iJ~/j:z~' We, Robert M. winter, aiEL.. -(J.. "'2..u '-Li A..JG cf2... and H'f-lri')/LTON c...~uis, the testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and testament and that he executed it as his free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testator signed the will as witnesses and to the best of their knowledge said signer was at that time eighteen older, of sound mind and under no constraint or Page.S Subscribed, sworn to and acknowledged before me by the above-named signed and subscribed and sworn to before me by the above-named witnesses this I~~ day of p~/u.- , 19 ~ (1'1 . , 0<,-=0. xk~4J N6tary Public f t(OT)'~}.:~.)tt .'; Page .6 , e5/El'3/2ee6 ~. 13:47 31313428597 05-06'" 06 13: ZZ fOOM-ZULLINGEH-DAVIS PllOF A!~'4324 717-S3e-S222 PAGE 132 T-157 P02103 U-112 ~ ,.r' otoG "'Do ~~~ (~II A. Settlement Statement U.s. Dep."ment C1# HoutIng encl Urbaft Dev.,opment e. l) or.....n l. U fflA, 2. FlIlHA 4. ::J VA ,. CJ CoIl\!. Jfl~ C. Note; ==-=..::..:::::-:.:::...--A-......-.,....---...--_-.-r_.._.....IIlel'..._........ C. N_'" ~ oCllomlwtr Lx... .o\GcIIIeIt, lIId 1'u.pyet idalltlloftol1,. or see~ 1'. NoutIe _ AddnP or......, Lvis 9. BodtA CbrIf l1.l'odc 1bcmeF. aoe" bccutorotllle E$tall! 01 NfA,-CeslI 936 8IIdrnollt IlCllld Rebert M. Win:w Shippcnabcq, P^ I12n 3. 0 Con\!. ~ 6. ftlfJllC!br 7. t.oa N~1lIber I. MCIflIa&c ~ Ca'e l'IlIlllI8 o. I'rop!tly I.oc'IIIoo 32 LIamn l.III&, ~..... PA 1'2s7 SCIIldIamprOll T~ CUOIberllDd CllUlIl)' R. ~J\pIlIN~ AdMu.., T~~ l\IwNIcr loci Jl. ZulImger " N<<dI MIlft SIrDIll. Svi1I200 Cham~ 'A l710t PIIce of SdlIos.nt 20 e..t BanI SImr, Stitt G. l(. 8m_IT IfSeur, T~ 400.. C.... AnIlJlU1t Del To SfIIIt u..mOJa It s..e-tlellt PA 1?2S71 ~006 J, SII_I.,. or .."...,'. T~. Jot en. ~_t Palli'NallWtner 101. CQlllI'llCt MIoI wice lQ2. PIt'ICIII&I Jlt~ 103. Scftlemtlll elwlcl '" botrcIwer (lirIe J400) 104- 105. AdjllllllBella .. ~...Id lly ftIlIr 18 adYuu 106. CfiytlOlWD tuts lD 107. Coullty taUS 0'109106 10 l7nl105 108. AueanlentS '0 loP. Sehvol Ta. 05109106 ro 06r.I0t06 110. ~limcnanceF. :5JOP/D6 110 OSJ3JI06 II'. H2- .,0. Cnn A~ Dae....... BerTGwer 2tO. AlUtIaIl.....y Or.. "lIfor~ 201. DeIIosJm CII'..... !lMlHY 202. J'ftfldMllllJOunl of _10IUl(') 203, EK"llna I_r> 1UaI subJlet [0 2I)f. 201. 206. 207. 208. 209, 4.J....e1111 rOT ltOllJ lI1Ip8ict bJ "'. 210. OIy/1lcllm lIlCa8 lID ZII. ~ lUll lD 212. ~ Il:l 213. S,toDlTa lID 21'" 21.5. 2115. 217. 211. 219. 220. total",Sd 1tyIF.,. JoIftwIr 3011. C... At SealaJeiI f"lIIITa Berrowr 301. em..At'II4Um &It &om lMlrrower (Me 120) 302.. ~ ICIIOunIl pe;d bylf"or ~ (lilt 220) 3ll3. Cssh IiJ FnKIl 0 Te Bormww 141.ooo.ClO -01. CaatrICt .-tll'ICt 402. PerwonAI~. 1.96!.so COl. 404. 4OS. "'lIlli_II t<< lcnaa DlIlI by M1ler.. advuee 406. Cilyltolllll CUeI to 206JS 407. COImcy_ct OSI09ll)6 ro 12131106 -408. AeaalnlfIII! Co 119.01 40? Sdlool Ta 05J09I06 co ~ 191.62 410. Jl.BnrIMtift.......,.. SI09I06 10 0'-"31106 Ill. .~ I 14!.4I2.6I 420. C,......... n. r, Seller 5ao. ,Red....Ia.u.o.a Dlae T, 5etJao 300.~ SOl. ~ dr:pcar <- ~DN) $O'l. Sctdernllfll: cIIerm to tdl.. (line I~ 303. Eldlrilla'_s) llIkcn "'bit<< to SOl. hyotf offinl ~ 10lIl 50S. Pl!OfI'ahecOftCl ~ loon SlJ6, '01. SOlI. 'Oll. AcI,f_b for ItanJ UIltUI '" MIl. SID. CirylIOWI'. lIW:I to $11. Coumy _" III , 12. ~ClIO fO , t3. Schoo' Till 110 ".., 'IS. 516. ... !I'. 5.&. '19. '41.(/(I(J.00 ZOUj t1Ut 191.&2 141,517,1' 300.00 .5,756.41 300,00 m. TItIt IWuetIoa AnI.w. 0IIe Sdler IIIlI. ~III At Sert\lqeJlt TefF..... Seller 143.48:'68 601. 01011 AIDeunt oNe III al. (lUll 4.30) ( 300.00 602. Leu l'eIlItletiGllO ie I1Ilt. due sener (line. 520) $ J4J.I!2.n .. C.. ~ To 0 FrOlllSerJ... '.0$6.4' 11l."C-.u,..~-'!'I-lf~I~S-IIIII'!.t..IIal:t~~_""'i~Itj,..."elllll. --~~W:-mtd.".1 -- "'1oy- i. WI.......' ~ J"'I,) ~.'Il~T'" D D ,lttOlll""!ier_""l ,,~I Sdetltl\l5eo . r::i I!/ ! . AJ.A j 7.."'1 _ -A ~".... . /" ~ . ~x.E'C.I.l7lJ,,- SO"OWl!t L.PIf..JMt1: - r::-/l 7/ J . Se1,.. TlICTClIC F. CHle!, tl:CIt\Ilor ofll<*ft.r;c Wi".. Buo )41,517.18 I ( 6,056.41) S 13S.~O," 8omJwef' Cb1'i11J. Bock 5ITT1.DfENT ACENT ~tD'fCAnOl' ;-...ea::~~.-) ar~" '~.. K__o!~ ,._..' I.... \,A/:;",l" rut" ,f' .e,//".. " i SClIIa!lIIlt '-ICII'I DtIIe ....Al..~.,,'_.....--.___ ...._ _H......__..._ ~1rr..~--~..-~iWlfI""~r"".~.-....Ti.....-.ft!.1.(;~~ 1'\IlI1. HUp. J 3191 Sella<' So8ltf', Ta.,..,..:r I~ N__ 9oIdtat\oJl alld CtrClflalllola ,...Ift_..._.~~~;--~_~_ ~..s!_'!"~I!~- =:~~='~-"_~~JN.~ ioiVr':i~"lIi:';.~ ........~~~ ;--""'*' . W"", Si~ ~ RESl'^. H8430S.2 \ 13:47 3813428597 05-08-'06 13'23 ~.ZULLIN6EP..DAVIS PROF '701. 'Total Salllllrolla"" Commi..... blftll 011 S DMBlOIl OCCC:llmillSit:ln Ilioe 700) II Ibnow,; 701. J to 702.. $ !tI 701. CommiuiOll plid lit ScnIaneIlI '104. ... JMN ~b.. .. COIIIlectioe W", lAal .. - ~AGI:. t:;1;j ,o.IR 4324 717-530-5222 T-167 P03/03 U-112 (4 ";... ?IiilT- 1"110 tl'lllll ~J Sen.-r ,.... It 'lIIIdt'l StIIlomorft s~ :::: 85/88/2886 ....... &01. LoIn OrisiDltitlll Fee ,. 802. LollI DiIlCCl\IIIt % 803. ~ Fee to 804. Credit Aepart to IOS. LaldllZ"allllpecaofl Fee to 8015. M~ IllI\Im1c, AppUeaticn Fw 10 SO,. Alll.iliimftlll Fee SO&. Flood CarrmeatiOD F. lD: 10\1. BI0. 111. !MICl. n.m. ~recl By-Lad". To Be laid II AIMell:' 901. hJtr.wt 8'1III 10 in II#y 902. Martr.IIlI ItIIIlrIDce ~ Far montlltlO 903. MIZII'll J I\flQIlCe l'mnium tilt )IIlIII1O 90l1. Pm. Joeo. ReItrIoa ~ \\1lIl JadeT 1001. Hazed ~ s . per 1002. "'llftNo 1aiii1iiiiiI s a pot 1003. City PfOIIIttY tueS Ii :I per 10Gl. c_&} prDpllrty tax.. , I pet 100S. AnIlllllllUe\Dcnll S 1- DII' 1006. $cbool TllIeI sl II pet 1007. 'I $' pOl' 1008. ~~Aclitlllllnllllt uot. nile a...... l101. Settlcmaat <<~~ fee to 1102. AbI1Tlct I1J' 1ltI. Ie8tCb to JI03. 'NtltllllllZllllltlCII tl:I 1104. TlGe illM1DCO binder to 1105. DocmIia =,np:nc!Oll 10 Coulftl)l MIGOr 75.00 1106- N-Y-1 ,. to "07. ~', roa 10 Socl J.. Zallinpr. Esquire O'OC U II Seller> . SOIl.OO (iJlclucles above 1tan5 1MJibln: ) lias. mle~ to (illOl"" "'- ilelll, lIqmbcrl: ) 1109. I.cndii'. ~ S J 110. ~"~ $ III I. 1112. ; l1l3. I 121M. 1201. 1202. 1203. J204. 12DS. uot. ;301. 1:ll12. 1:lO3. 1304. nos. 13~ "01. lJOa. 1309. .4 ~t lbatdtac ncI n......er Cbarra RllCCIrCli~ rco,.lleed s J8~O; M Ci1yIllOlllIty....~ o.d S 1,410.00 StIl8 . Om! S' 1 ~lo.OO MlIIftorllldum o(Lebcr to: RecordIrr oI'Oeeds ; R.eIeMa S 3UO 1,'/0.110 0.00 17.00 0.00 1410.00 s s A4dlllMlJ 5enItamr Q1~ F'lItlWIIV/'c_Bm Ill: .lIIl'~ F... _Ill M_ a-- Seller ^"'" 129Ol17lClH oj 0;"" .00 TM'III Settlemeat tIltW OIl no. J03. ~ J UId 5lI2. s-tllll 1,965.50 l!litlal ~ AOC'OlIIlt Star..t ....\relI1t7 Sod1o. 18 (Q (I) II' ClIQ R.IIII ~ SIttI_. '''-lII'IIt ACt UtE$P4) Ircllodttd. illho I.... ol'JfNl' IeItI ttIjlIft 7llU Ie '-"e 11\ em.- ~ ~ __ N d>e ~ obl'-'OIlIl ftIIliIlg Illlhr morteapd~, Mh a:..1!II, """- ~ ftfllllvlr -- -..,. 'nlr.._ 1lpel:m.J W- wi/l be eoIl<<taI. AI"", IIf)'V\ l'OlV """lItII: IlI"inclpIIsacr ~ ~1I. IlInIa tht rom 1:1 _1\1 AIlw ,.,...- ;, 1IJ'C'l04 to "'" ht: ~ _s, ElaulIr IIlaIIIDr ~"IlD:lft:: Your----_IJIQ1I'OtIlwWbeS .. P",. Pu_ AIItk1,..r.d D..e Dft 5,756.41 tlllalaf8 "........ Hl..'D. I 3.iPl RJ!Sp.... lGl1'05..2 ~ "'1 . Vanguard' February 8, 2006 P.O. Box 2600 Valley Forge, PA 19482-2600 www.vanguard.com A TIN JOEL R ZULLlNGER LAW OFFICES OF ZULLlNGER- DAVIS 14 N MAIN ST STE 200 CHAMBERSBURG PA 17201 500 Index Fund Inv Prime Money Market Fund 09935970264 ESTATE OF ROBERT M WINTER Dear Mr. Zullinger: We are responding to your letter notifying us of the death of Robert M. Winter, and requesting a valuation of the above-referenced individual account on January 8, 2006. The information you requested is listed below. Since that date was a non-business day, we are providing the values for January . 6, 2006. On that date, the number of shares, price per share, and the value of each fund were as follows: Fund Name 500 Index Fund Inv Prime Mone Market Fund Shares 383.515 62,806.320 Price $118.41 $1.00 Value $45,412.01 $62,806.32 Accrued Dividends (through the date of death, and if applicable) and the funds' share price on January 9, 2006 (the business day following the date of death) are listed below. Note: As of this date, the funds' share balance remained the same. Share Price $118.84 $1..00 t"',. ...;.' :\.:.: " r~;' :~, \.11. ';'._.i'~' ":'.: Our recdfds~sHaw :t~e ~iabjfht~'w~Ve^6$'1R~cfbWTh~6furIO~ing dates: ~J U{~ 500 Index Fund Inv: September 7,1999 Prime Money Market Fund: July 20, 2000 ..... ,. This was an individual non-retirement account registered solely in the name of the decedent. If you have any questions or need further assistance, please contact a member of our Transition Specialist Team at 1-888-237-9045. We are available Monday through Friday from 8 a.m. to 8 p.m., Eastern time. Sincerely, Client Services Department fbp 50650720 PSECII; the financiallinkTM January 25,2005 Zullinger - Davis Professional Crop. Mr. Joel R, Zullinger 14 North Main Street Suite 200 Chambersburg, P A 17201 RE: Estate of Robert M. Winter. PSECU Acct # 0145249209 Dear Mr. Zullinger: The account was opened on January 24, 1990. The Share accounts are held solely by Robert M. Winter. The Visa Loan was held individually by Robert M. Winter. The following are the Date of Death Balances for Mr. Winter's account with PSECU: Account Date of Death Balances Savings (SI) $ 280.09 Checking (S4) $ 1,902.75 Money Market (S7) $ 53,702.00 3 Month Certificate (S57) $ 12,041.75 Visa Loan (L9) $ 69.95 If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, then press 6, extension 3120. ~ Roxann MY": ~ Manager PSECU Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484 . (800) 237-7328 (A\ _ Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . (717) 777-2100 DD). (800) 472-1967 (TDD) ~ Savings federally insured up to $100,000 by the National Credit Union Administration www.psecu.com '1:. .-~.'~ '. , -DAN ,lIERSHEY'S AUC'fiON SERVICE, LLC 532-464 7 Steve Ege Cell: 717-385-5438 Chris Bream Cell: 717-226-1920 -, ;;;;;1If"': 1) RL\lh,\f( of ~ {', -\V''vI. f k.\ /v'\U I Commilllsion the Auctioneers to sell the men-h8J"1dise to the highest bidder by ~~ i\u~ MerchAndise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owi1er ot-~orized represen_ tative of the JDeI'I"hAndise. goods and or propel ty and have good title and the righ~Sell8Qd that they are free from all incumbrances. I agree to accept all responsibility for providing ~~ title and for delivery of title to the purchaser. I agree to hold harmless the Auctioneers against any cIahDs ef the nature refea.led to in this agreement. " , ! "-"J..--'~-" : _ J.)'..~-" .. /"".., ... _.A."Vf4~'......{/ ~_... .._~~ AUCTION SIGN , : \ p " L r-.--J 1At\ ' ,. 'f t)"") - I q..... 0 ( ~~C) IJ t"V It" \ ~V /"\ i \ r DATE ,J' "l \J " Jc ADDRESS ::;;6 -7L;{C{ LVP':i'/ I c{,.:e JaVld Df' PHONE "In D \ ,"/ 1', . 'I 'IV\G'\ f""lC' ( i-a ~ I "':l OTHER V !\.'( V\0\V\ 1l.......':;\JI { e Ij'llJ 0 'O-")/AUCTlONEER%~ AUpnON DATEILOCATION Mil L(J.\'\ 9$; :.:;C); (:1 &L) . \ CLERK % ;'r '; ( l \ U"JSESfRIPTlON OF MERCBANDlSE . . 'f ,,, 1',1 ,J. f L I Ol>",,( I . . r HA i . L"4 ' I tl'''{ i1) , ( <,..vl, !"" .,'J( n,..,'.,/"" I ~ l.,. - ~... ~ "'\"" \1/->; {!./' i ( , , (" V; .~ t i .:Al''(~ L I 1:1 .j ", r~ ~ll ,~ 'i ,C ", 10. I, I."f' 51 ' ! 1,4 (I, r qV . L. .J, ......r:.. Total Sales (Clerking Tickets Attached)' !? ,z oR , 2 '> Less Sale Expense: % Co~sion Auctioneer . Z" r~ T? II d V t~f,~ /j 7'- ct> %C--i si8B~ , .~ ':" OTHER: E !; .( () (t'j ((OM + $ L~' ~ <,0 L & fo(}~ .3 90,~;t1 \ ...."" I, /\ \,/i /1 .(..{j #..(._ i; .~,' 'j~;; , SELLERS SIGNATURE' " '}.~t... (j t /)1 I> ,.-., .' -'" . .,.1(_ TOTAL SALE EXPENSE DEDUCl'ED . I ",' /' SELLERS NET. li' /? 1 itit,f:r~t1~.-v', 99L/ 99 j-"7 '/f ~ l ~, ("...ov ~J:~ ~L? SELLERS SIGNATURE