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HomeMy WebLinkAbout12-29-06 ~ 15056041114 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT a ~ 6(P ()( \oq Date of Birth 178-16-6371 02152006 09271914 Decedent's Last Name Suffix Decedent's First Name MI CALAMAN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix HELEN E Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW W 1. Original Return D 2. Supplemental Return D 4. Limited Estate D 4a. Future Interest Compromise (date of death after 12-12-82) D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required W 6. Decedent Died Testate (Attach Copy of Will) D 9. Litigation Proceeds Received D D 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT M. FREY Firm Name (If Applicable) 717-243-5838 FREY AND TILEY REGISTER OF)^IjLLS USE ON~> ,. (~ '~ L.> 5 SOUTH HANOVER STREET --1 ~ :::-:=' rj~ (c::.:) r '. :--~'J :::-.1 .-- -~ .j First line of address OJ Second line of address City or Post Office State ZIP Code DATE FILED (jl CARLISLE PA 17013 NORTH WEST ST.,CARLISLE PA (2) 24 GOBIN DRIVE, SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE CARLISLE PA DATE J ) /J J g 00 , , ADDRESS 5 SOUTH HANOVER STREET, CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041114 15056041114 ~ ~ -I 15056042115 REV-1500 EX Decedent's Name: HELEN E CALAMAN RECAPITULATION 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested. . . . . . . . 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178-16-6371 Decedent's Social Security Number 1. 2. 3. NONE 4. NONE 5. 6. 7. 8. 9. 84410.00 306670.00 62078.00 64856.00 86561. 00 604575.00 29060.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13. 14. Net Value Subjectto Tax (Line 12 minus Line 13). . . . . . . . . . . . . . . ........ 14. TAX COMPUTATION - 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.O L 16. Amount of Line 14 taxable at lineal rate X .0 ~ 17. Amount of Line 14 taxable at sibling rate X . 12 18. Amount of Line 14 taxable at collateral rate X . 15 15. 571 734 . 00 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042115 15056042115 3781. 00 32841.00 571734.00 0.00 571734.00 0.00 25728.00 0.00 0.00 25728.00 rn -I REV-1500 EX Page3 178-16-6371 Decedent's ComDlete Address: DECEDENT'S NAME HELEN E CALAMAN STREET ADDRESS File Number 21-06-0169 841 NORTH WEST STREET CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 25728.00 25000.00 1250.00 Total Credits ( A + B + C) (2) 26250.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 522.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 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 a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. D c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D D D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .. D d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . No o o o o o o 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (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 zero (0) percent [72 P.S. 99116 (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 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 zero (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 four and one-half (4.5) percent, 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 twelve (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. 217 REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Helen E Calaman 21-06-0169 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Real Estate, 841 North West Street, Borough of Carlisle, Cumberland County VALUE AT DATE OF DEATH 84,410 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 84,410 t f'd 1 ~ ~ r;OSEP.T P. ZIEGI.;::H J___ :'.:C(:\.if:~l:::r:. (;F L ~r:"" (uGS l~AV 2~ Prl 2 51 Tax Parcel No.: 6-19-1642-242 THIS INDENTURE f.P MADE THE c23 day of H~ in the year of our Lord two thousand six (2006) BETWEEN RICHARD E. CALAMAN and ROGER L. CALAMAN, Executors of the Last Will and Testament of HELEN E. CALAMAN, late of the Borough of Carlisle, Cumberland County. Pennsylvania, parties of the first part, GRANTORS, AND ROGER L. CALAMAN, of 841 North West Street, in the Borough of Carlisle, Cumberland County, Pennsylvania, party of the second part, GRANTEE, WHEREAS, Helen E. Calaman died on February 15,2006, unmarried, and seized in fee of the hereinafter described real estate, and by her Last Will and Testament dated June 15,2001, since her death duly proved and remaining of record in the Office of the Register of Wills, in and for Cumberland County, at Carlisle, Pennsylvania, filed to Estate No. 2006-00169, with record of payment of Pennsylvania transfer inheritance tax, filed to PA. No. 21-06-0169, provided in said Last Will and Testament, as follows: 8. I hereby nominate, constitute and appoint my said two sons, Richard E. Calaman and Roger L. Calaman, or either of them, as Executors of this my Last Will and Testament, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. and, WHEREAS, Letters Testamentary in the Estate of Helen E. Calaman, Deceased, were issued by the Cumberland County Register of Wills to Richard E. Calaman and Roger L. Calaman on March 1, 2006, without the requirement that any bond be posted by him, which Letters Testamentary remain in full force and effect, and, WHEREAS, the hereinafter described real property was specifically devised by Helen E. CaJaman in paragraph No.5 of her said Last Will and Testament to her son, Roger L. Calaman, his heirs and assigns, the Grantee herein, provided he shall survive her by a period of ninety (90) days, and he has so survived her, and, WHEREAS, legal title to the hereinafter described real estate is confirmed by this Deed in. Roger L. Calaman, the within Grantee, agreeable to the provisions of Sections 301 and 3532 of the Probate, Estates and Fiduciaries Code (20 PA C.S.A. 301 and 3532) Page lof3 iI-oOK 274 p.wrJ.5U5 //,^ // .<' / ,,;.- t,I' ;~j> NOW THIS INDENTURE WITNESSETH, that the said Grantors for and in ,:Jmsideration of the premises, do grant, bargain sell, alien, release and confirm unto the said Grantee, his heirs and assigns, / ALL THAT CERTAIN house and lot of ground in the 5th Ward (formerly 4th Ward) of the Borough of Carlisle, County of Cumberland, State of Pennsylvania, and bounded and described as follows: ON the West by North West Street; on the North by "E" Street; on the East by a 16 foot alley; and on the South by property now or formerly of William H. Mullen. CONTAINING 25 feet in front on said North West Street, and extending, at an even width, 190feettosaid 16-footalley. BEING improved with a 2-1I2-story frame dwelling known as 841 North West Street. IT being Lot No. I, in Block 21, according to the Plan of Lots laid out and adopted by the Carlisle Land and Improvement Company, said Plan being recorded in the Office of the Recorder of Deeds, in and for Cumberland County, in Miscellaneous Record Book 11, Page 572. . BEING all of the property which Nancy Jean George, Trustee of the Nancy Jean George Irrevocable Trust dated March 25, 1998, by deed dated June 7,2001 and recorded June 7, 2001 in the Office of the Recorder of Deeds, in and for Cumberland County, at Carlisle, Pennsylvania, in Deed Book 246, Page 470, granted and conveyed to Helen E. Calaman, whose Executors are the Grantors herein. TOGETHER with all and singular ways, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in anywise appertaining, and the reversions and remainders, rellts, issues and profits thereof; and also all the estate, right, title, interest, use, trust, property, possession, claim and demand whatsoever of the said Helen E. Calaman at and immediately before the time of her death, in law, equity or otherwise howsoever, oj, in, to or out of the same: TO HAVE AND TO HOLD, the said buildings, hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said, Grantee his heirs and assigns, to and for the ollly proper use alld behoof of the said Gral1tee, his heirs and assigns, forever. AND the said Grantors do covenant, promise and agree, to and with the said Grantee his heirs and assigns, by these presents, that he they said Grantors, have not done, committed, or knowingly or willingly suffered to be done or committed, any act, matter or thing whatsoever whereby the premises hereby granted, or allY part thereof, is, are, shall or may be impeached, charged or encumbered, in title, charge, estate, or otherwise howsoever WITNESS the due execution hereof the day month and year first above written. WITNESS: ~ -M" -r-.~ UJ'G c;p~ (SEAL) Richard E. Calaman, Executor of the Last Will and Testament of Helen E. Calaman, Deceased ~~~.n..1 (SEAL) R g Calaman, Executor of the Last Will and Testament of Helen E. Calaman, Deceased Page 2 oj 3 BOOK 2.74 rw35QG / ,( .' .,,1";- "" '.'" ,'::;ommonwealth of Pennsylvania }ss. ,,' County of Cumberland On this, the ~ f,D day of ~( cy1 2006, before me, the undersigned officer, personally appeared RICHARD E. CAi1J.1AN, and ROGER L. CALAMAN, Executors of the Last Will and Testament of HELEN E. CALAMAN, late of the Borough of Carlisle, Cumberland County, Pennsylvania, Deceased, known to me (or satisfactorily pr.,o4:#nj;:,t~;be~(he persons whose names are subscribed to the within instrument, and acl"zowle'Wi~-;\I~tft!1r;i!1~,,~.,., executed the same in the capacitie~ therein stated and for the purposes therein cO!}!9.i!i'e'tltl~'f'.,,'f11'{j;;~:',~",,; . ,',i~~fl~J , .' . .~,~~~~ IN WITNESS WHEREOF, ~ aM ;,"I:JiJiri~~tlF!;' NOTARiAl seAl TRISHA A. lIESS, Notary Public- Borough of CarrlSle, Cumbo County, PA My Commission Expires May 20, 2010 I do hereby certify that the precise residence and complete post office address of the within named Grantees is 841 North West Street, Carlisle, PA 17013 Robert M. Frey, Esquire Attorney for Grantee I Geroi)' di1ti.sr',~ L:~ re': ',' i; :Y'. [n Cunubetrhn;'~rnT'nrty iplp ~, -..--., ~~i. ~" R"', '~r erfDeen' tODK 274. p,\r.r 35L5:ii' Page 30f3 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 8 STOCKS & BONDS ESTATE OF Helen E Calaman FILE NUMBER 21-06-0169 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Verizon(Bell Atlantic Corporation)(824 shares@34.15) VALUE AT DATE OF DEATH 28,140 2. Allied Irish Banks, P.L.C.(4608 shares@45.05) 207,590 3. Lucent Technologies, Inc. (223 shares @2.85) 636 4. Bell South Corporation (916 shares@30.73) 28,149 5. A T& T(SCB)(1,141.928 shares@28.32) A T& T(226.9280 shares@28.32=6,426.60) SBC (915 shares@28.32=25,912.80) 32,339 6. Agere(8.61 shares@13.42) 116 7. Comcast Class A Common(367 shares@26.43) 9,700 TOTAL (Also enter on line 2 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 306 670 . --- ~""""~'-''''''.I....L~.c..~ FINANCIALNETWORR TRANSACTION NOTIFICATION Contact Information: Wachovia Securities Client Services Department P.O. Box 6600 Glen AlIen, VA 23058 001587 40lb 072 ESTATE OF HELEN CALAMAN ROGER L CALAMAN EXECUTOR RICHARD E CALAMAN EXECUTOR C/O FREY & TILEY 5 S HANOVER STREET CARLISLE, P A 17013 866-258-4606 Account Number: 34996222 Dear Valued Client: December 20,2006 We want to thank you for your receut transactiou(s) with Wachovia Securities. Iudustry regutations require brokemge firms to issue notifications wben certain transactioos result iu securities or funds beiug traosferred out of a client's a"",uut. These transactions include movement of assets to third parties or to outside entities bearing the same account holder name. This notification is not a replacement of your regular account statement. If you have questions regarding the transaction(s) listed betow, please contact our Client Senoices Department at the pbone number or mailing address shown above. Should you have any other questions re_ng your accowu, please contact your Financial Advisor. Thank you. Securities Delivered 12/20/2006 ALLIED IRISH BKS PLC SPONSORED ADR REPSTG ORD CUSIP: 019228402 Payee fufonnation No payee data available for this transaction. 2304.000000 - - - - - Wachovia Sllcurities is the trade name used by two separate, registered broker-dealers and non-bank affiliates ofWachovia COrporation providing certain retail securities brokerage services: Wachovia Securities, LLC, member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, member NASD/SIPC. Accounts carried by First Clearing, LLC, member NYSE/SIPC. Page I of1 - -~.. aL '",../"'~""" J.:"'.I!.;'..L' WURK CONFIRMATION DATED 09/01/06 Account Number 3499.6222 YOUR FINANCIAL ADVISOR RICHARD PURSELL PURSELL ASSOCIATES, INC. 866.258.4606 004077 111111111111111111111111111111111111111111111111111111111111I1 ESTATE OF HELEN CALAMAN ROGER L CALAMAN EXECUTOR RICHARD E CALAMAN EXECUTOR C/O FREY & TILEY 5 S HANOVER STREET CARLISLE. PA 17013 . SOLO LUCENT TECHNOLOGIES INC QUANTITY 223.00000 PRICE 2.32000 PRINCIPAL 517.36 SYMBOL SECURITY NUMBER CUSIP UNSOLICITED LU 2491-000 549463-10-7 ACCOUNT TYPE TRADE DATE SETTLEMENT DATE CASH 09/01/06 09f07/06 CHARGE/COMMISSION' OTHER FEE"" 57.74 0.02 MARKET OVER THE COUNTER TRAOE INFORMATlON:ACCOUNT SUBJECT TO 28% BACKUP WITHHOLDING. SECURITY INFORMATION: QUARTERLY PAY. NET AMOUNT $459.60 "INCLUDES $6.00 TRANSACTION FEE ""SEE ITEM 16 ON PAGE 2 Account carried by First Clearing, LLC, member New York Stock Exchange. SIPC. Securities and insurance products: ,tlnsured by FDIC or Any Federal Government Agency I May Lose Value I Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate FOR ADDRESS CORRECTION AND PAYMENT DUE INSTRUCTIONS PLEASE REFER TO CONTACT INFORMATION ON PAGE 2 OF THIS CONFIRMATION 072 EA EA01 I 004077244090120113 NNNNN NNNNN NNNNNNNN 000001 Page 1 of 2 "'-:.~ ~ at&t ~ tomputershare + - - = = ~ Computershare Shareholder Services, Inc, P ,0. Box 43078 Providence Rhode Island 02940-3078 Within the US, Canada & Puerto Rico 800351 7221 Outside the US, Canada & Puerto Rico 781 5754729 www.computershare.com!att ROGER L CALAMAN & RICHARD E CALAMAN EX EST HELEN E CALAMAN 5 S HANOVER ST CARLISLE PA 17013 111111111111111111111" 111111111I11111111111111111111,1.111111 Holder Account Number C 1000366851 1m IIII UIIIIIIIIIIIIII Company ID SSNfTlN Certified ATT Yes AT&T Inc.- Direct Registration(DRS) Advice Transaction{s) Date Transaction Description \ Total 1 Shares/Units CUSIP I Class Description 11 Dec 2006 Transfer -915.000000 00206R 102 COMMON STOCK Account Information: Date: 11 Dec 2006 (Excludes transactions pending settlement) Certificate Balance Held by You Current Dividend \ Reinvestment Balance Current Direct I \ Total Shares/Units Registration Balance CUSIP I Class Description 0.00 0.000000 0,000000 0.000000 00206R102 COMMON STOCK IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS. This advice is your record of the share transaction affecting your account on the books of the Company as part of the Direct Registration System. It is neither a negotiable instrument nor a security, and delivery of this advice does not of itself confer any rights on the recipient It should be kept with your important documents as a record of your ownership of these shares. \10 action on your part is required, If your plan allows, you can deposit your existing certificates, sell or request a certificate, or transfer your book entry shares. Jpon request the Company willfumish to any shareholder, without charge, a full statement of the designations, rights (including rights under any Company's Rights Agreement, if any), Ifeferences and limitations of the shares of each class and series authorized to be issued, and the authority of the Board of Directors to divide the shares into series and to determine and hange rights, preferences and limitations of any class or series. 88ets are not deposits of Computers hare and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other federal or state agency, . 40UDR + 001 CSOO76.G.DOM.EQS.B_296/0004811000837/i 40015 OOH5AB Please see important PRIVACY NOTICE on reverse side of statement ~omcast~ u'tUtU**"*****************3_DI GIT 170 007111 367.000000 " c.J ('\ )'t ,,-.J L- If', '/"'l( .::..5 {:. , - . Si". S80 P1 ('".",1 }O_.-i HELEN E CALAMAN 841 NW STREET #2 CARLISLE PA 17013-1435 1111111111111111111111111111111111111111111.1111111111111111.1 ,'i;'-f' .,,~., - ~I" .c 01 f'I C/ v' /. If' I ~." ' - ( Notice of 2006 Annual Meeting Thursday, May 18, 2006, 9:00 a.m. Wachovia Complex 3601 South Broad Street Philadelphia, PA 19148 Please present this ticket for admittance of shareholder(s) named to the left, together with one guest. PLEASE REFER TO THE REVERSE SIDE FOR INTERNET AND TELEPHONE VOTING INSTRUCTIONS. {:A~ijualMeetingproxy,C~r~. ' . '-r'i:</";:'~ ',-. ','..>.'. ,';'. "!' ,~>..." .. '".", .... : iCtl11977Dh;' ::~,;.C;3()05181193; ,-'i"121722.\ ., ._.';r,-';-;: D Mark this box with an X if you plan to attend the annual meeting of shareholders. D Mark this box with an X to disoontinue annual report mailing for your account (a proxy card and proxy statement will oontinue to be mailed). II Election of Directors. The Board of Directors recommends a vote "FOR" all director nominees. 1. Nominees: (01) S. Decker Anstrom (02) Kenneth J. Baoon (03) Sheldon M. Bonovitz (04) Edward D. Breen (05) Julian A. Brodsky (06) Joseph J. CoUins (07) J. Michael Cook (08) Jeffrey A. Honickman (09) Brian L. Roberts (10) Ralph J. Roberts (11) Dr. Judith Rodin (12) Michael!. Sovem TO VOTE EQB ALL NOMINEES 0 TO WITHHOLD VOTE FROM ALL NOMINEES HELEN E CALAMAN II~m~!m!~nmi~ll~nl~1 + D D C3005181193 N D 01 - 0 02- D 03 - 0 04- 0 05 - 0 06- D 07 - D 08 - 0 09- 0 10 - D 11 - 0 12 - 0 FOR ALL EXCEPT - To withhold a vote for a specific nominee, mark this box with an X and the numbered box to the right from the numbered list of nominees above. m Proposals. The Board of Directors recommends a vote "FOR" proposals 2-5. For Against Abstain The Board of Directors recommends a vote "AGAINST" shareholder proposals 6-10. For Against Abstain 5. 2006 Cash Bonus Plan. 9. Adopt a recapitalization plan. ODO ODD ODD ODD ODO 3. 2002 Employee Stock Purchase Plan. DOD ODD ODD ODD 6. Prevent the issuance of new stock options. 2. Independent Auditors. 7. Require that the Chairman of the Board not be an employee. 4. 2002 Restricted Stock Plan. 8. Limit oompensation for management. 10. Establish a majority vote shareholder oommittee. II Authorized Signatures. Sign Here. This section must be completed for your instructions to be executed. Please sign as name(s) appears hereon. Give full title if you are signing for a corporation, partnership or other entity, or as an attorney, administrator, executor, guardian, trustee or in any other representative capacity. Signature 1 - Please keep signature within the box I Signature 2 - Please keep signature within the box II . 8UPX CMCS1 + 008417 _DOMNOANNUAL_PROXY _PROD_5_210071111007l11/iI2 :540007 OOHQJM -----.........-....:......... yvv.t"-..t\. - - - - - ~ ~ -, -, '-' .L .L.L'.l \.....^ .1.1 U l'i Contact Information: Wachovia Securities Client Services Department P.O. Box 6600 Glen Allen, VA 23058 001491 401b 072 ESTATE OF HELEN CALAMAN ROGER L CALAMAN EXECUTOR RICHARD E CALAMAN EXECUTOR C/O FREY & TILEY 5 S HANOVER STREET CARLISLE, P A 17013 866-258-4606 Account Number: 34996222 Dear Valued Client: December 19, 2006 We want to thank you for your recent transaction(s) with Wachovia Securities. Industry regulations require brokerage finns to issue notifications when certain transactions result in securities or funds being transferred out of a client's account. These transactions include movement of assets to third parties or to outside entities bearing the same account holder name. This notification is not a replacement of your regular account statement. If you have questions regarding the transaction(s) listed belo'w, please contact our Client Services Department at the phone number or mailing address shown above. Should you have any other questions regarding your account, please contact your Financial Advisor. Thank you. .':.A9P~~~~9H6tj'\'}i ..Hmge~jQ(,$h}fr~s.! 412.000000 Securities Delivered 12/19/2006 VERIZON COMMUNlCA nONS COM CUSIP: 92343V104 Payee lnfomlation No pa)'ee data available for this transaction. .................................. '-""""", .i,..9.Pil~,~W()yp~li~;'- ;..WiB~i-H!f;Slj#~$i 412.000000 - - -- - - - Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates ofWachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, lie, member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, member NASDISIPC. Accounts carried by First Clearing, LLC, member NYSE/SIPC. Pape 10ft ---- .. U 1~.U.V' Y ~d ~~vu..Kl'l.\lES FINANCIAL NETWORK TRANSACTION NOTIFICATION Contact Information: Wachovia Securities Client Services Department P.O. Box 6600 Glen Allen, VA 23058 866-258-4606 001347 401b 072 EST ATE OF HELEN CALAMAN ROGER L CALAMAN EXECUTOR RICHARD E CALAMAN EXECUTOR C/O FREY & TILEY 5 S HANOVER STREET CARLISLE, P A 17013 Account Number: 34996222 Dear Valued Client: December 18, 2006 We want to thank you for your recent transaction(s) with Wachovia Securities. Industry regulations require brokerage firms to issue notifications when certain transactions result in securities or funds being transferred out of a client's account. These transactions include movement of assets to third parties or to outside entities bearing the same account holder name. This notification is not a replacement of your regular account statement. If you have questions regarding the transaction(s) listed below, please contact our Client Services Department at the phone number or mailing address shown above. Should you have any other questions regarding your account, please contact your Financial Advisor. Thank you. BELLSOUTH CORP C1JSIP: 079860]02 Payee Infonnation No payee data available for this transaction. - - - - Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates ofWachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, member NASD/SIPC. Accounts carried by First Clearing, LLC, member NYSElSIPC. Page 1 of! 217 REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen E Calaman SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-06-0169 Include the proceeds of litigation and the date the proceeds were received by the estate. All property iointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION M&T Bank, Checking Account #21056323 VALUE AT DATE OF DEATH 18,482 2 Sovereign Bank, Checking Account #289104 16,254 3 Members 1st Federal Credit Union, #57016-00 19,030 4 M&T Bank, C/D#031003911152450 8,312 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 62,078 SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of qeath Accrued Interest to Date of DGiath Total Principal and Accrued Interest Name of Joint Owner CERTIFICATE OF DEP'OSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner '. Estate of: HELEN E. CALAMAN Date of Death: 02/15/2006 Social Security Number: 178-16-6371 MEMBERS 1st FEDERAL CREDIT UNION ~. .~ 57016 -00 09/18/1952 $19,022.72 $7.30 $19,030.02 None 57016 -40 12/29/2003 1/ $10,639.21 $12.08 $10,651.29 Roger L. Calaman Richard E Calaman '"! 57016 -41 10/18/2004 $15,827.80 $25.32 :$15~53.12 Roger L. 'Calaman Richard E Calaman !\ASERS ~ FEDERAL CREDIT U.NION Ak ddJd. Denise A. Wolfe P ;- ~ Insurance Services Supervisor April 11. 2006 5000 Louise Drive · P.O. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org mM&rBank 499 Mitchell Street, Millsboro, DE 19966 March 28, 2006 't Robert M. Frey 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Helen E. Calaman Date of Death: February 15,2006 ~ Social Security No.: 178-16-6371 Dear Mr. Frey: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account TYpe..... ... .... .. . . .. .. . . . . ... Checking Account Account Number...........,........ .,.21056323 . .. \~ Ownership (Names oj).............. .Helen E. Calaman Opening Date.............. ............ .08/28/64 (account closed 03/02/06) Balance on Date of Death....... ..$18,481.35 Accrued Interest $ 0.31 Total................................... ....$1~,481.66 2. Account Type...........................Checking Account Account Number. . ............... ......98282417 Ownership (Names ofl...............Helen E. Calaman Roger L. Calaman Richard E. Calaman Opening Date....... ...... ..............11/06/98 (account closed 03/02/06) Balance on Date ofDeath.........$18,230.15 Accrued Interest $ 4.00 Total...............,.... ,.............. ....$18,234.15 . Page 2 March 28, 2006 3. Account Type..... ................... ...Certificate of Deposit Account Number.................... ...31003911152450 Ownership (Names of}...............FfC for the burial of Helen E. Calaman Opening Date.......................... .04/22/90 (account closed 02/22/06) Balance on Date ofDeath..........$8,120.73 Accrued Interest $ 191.00 Total.......... ......................... ....$8,311. 73 The above named decedent had a safe deposit box. 1./ For any additional information on the above accounts, including ownership, statements and closures please contact our Spring Garden branch at 717-240-4525. '. Sincerely, , aawnU ZJUU~0 Charlene Warrington, Records Management 1-888-502-4349 ~ .... .~ Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Helen E Calaman 178-16-6371 . February 15,2006 '! Account #: 2891042042 Type: In the name of: Helen E Calaman Date of Death Balance: Int.(YTD) from 1/1/2,!>06 to Accrued interest to date of death: Other Info: Checking Open date: 6/18/2001 $16,253.45 1/29/2006 $0.38 $0.73 Account #: 2895363600 Type: CD Open date: In the name of: Helen E Calaman or Richard E Calaman or Roger L Calaman Date of Death Balance: $61,973.57 I~ Int.(YTD) from 1/1/2006 to 1/31/2006 Accrued interest to date of death: $62.51 Other Info: 7/5/2002 $120.94 '. . \~ Account #: 4895363626 Type: CD Open date: 7/5/2002 In the name of: Helen E Calaman or Richard E Calaman or Roger L ~alaman Date of Death Balance: $87,627.57 Int.(YTD) from 1/1/2006 to 1/31/2006 $323.28 Accrued interest to date of death: $167.48 Other Info: ,., . ~: ..{ .~ Page 1 of 1 217 REV-1509 EX. (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Helen E Calaman 21-06-0169 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. Richard E. Calaman 24 Gobin Drive Carlisle, Pennsylvania 17013 Son B. Roger L. Calaman 841 North West Street Carlisle, Pennsylvania 17013 Son 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 DECD'S VALUE OF JOINT IDENTifYING NUMBER. ATTACH DEED fOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET NUMBER TENANT INTEREST DECEDENT'S INTEREST 1. A. A&B 11.6.98 M&T Bank, Checking Account #98282417 18,234 33.30% 6,078 2. A&B 7.5.02 Sovereign Bank, C/D #2895363600 62,036 33.30% 20,679 3. A&B 7.5.02 Sovereign Bank, C/D #2895363626 87,795 33.30% 29,265 4. A&B 12.29.03 Members 1st Bank, C/D #57016-40 10,651 33.30% 3,550 5. A&B 10.18.04 Members 1st Bank, CID #57016-41 15,853 33.30% 5,284 TOTAL (Also enter on line 6 Recapitulation) $ 64 856 (If more space is needed, insert additional sheets of the same size) SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of D,eath Accrued Interest to Date of D~th Total Principal and Accrued Interest Name of Joint Owner CERTIFICATE OF DEfioSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Estate of: HELEN E. CALAMAN Date of Death: 02/15/2006 Social Security Number: 178-16-6371 ~lm MEMBERS 1st FEDERAL CREDIT UNION 57016 -00 09/18/1952 $19,022.72 $7.30 $19,030.02 None 57016 -40 12/29/2003 $10,639.21 $12.08 $10,651.29 Roger L. Calaman Richard E Calaman ." '! 57016 -41 10/18/2004 $15,827.80 $25.32 :$t5~53.12 Roger L. 'Gala man Richard E Calaman ~Rd;2DERAL CREDIT UNION Denise A. Wolfe 'Jf- Insurance Services Supervisor April 11, 2006 5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.memberslst.org Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Helen E Calaman 178-16-6371 February 15,2006 '"f Account #: 2891042042 Type: In the name of: Helen E Calaman Date of Death Balance: Int.(YTD) from 1/1/2.906 to Accrued interest to date of death: Other Info: Checking Open date: 6/18/2001 $16,253.45 1/29/2006 $0.38 $0.73 Account #: 2895363600 Type: CD Open date: In the name of: Helen E Calaman or Richard E Calaman or Roger L Calaman Date of Death Balance: $61,973.57 Int.(YTD) from 1/1/2006 to 1/31/2006 Accrued interest to date of death: $62.51 Other Info: 7/5/2002 $120.94 '. I, Account #: 2895363626 Type: CD Open date: 7/5/2002 In the name of: Helen E Calaman or Richard E Calaman or Roger L ~alaman Date of Death Balance: $87,627.57 Int.(YTD) from 1/1/2006 to 1/31/2006 $323.28 Accrued interest to date of death: $167.48 Other Info: Page 1 of 1 ., m1M&rBank 499 Mitchell Street, Millsboro, DE 19966 March 28, 2006 't Robert M. Frey 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Helen E. Calaman Date of Death: February 15,2006 , Social Security No.: 178-16-6371 " Dear Mr. Frey: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. ,~ 1. Account 1Ype.... ....................... Checking Account . , .'.. Account Number...........,.......... .21056323 '. Ownership (Names oj}...............He1en E. 9alaman '. Opening Date...........................08/28/64 (account closed 03/02/06) Balance on Date of Death........ ..$18,481.35 Accrued Interest $ 0.31 Total............................. ...... ....$1~481.66 2. Account 1Ype...........................Checking Account Account Number................. '~,' 98282417 Ownership (Names oj}.........,.......Helen E. Calaman Roger L. Calaman Richard E. Calaman ,~, Opening Date....... .................. ..11/06/98 (account closed 03/02/06) Balance on Date ofDeath..........$18.,230.15 Accrued Interest $ 4.00 Total............. ....... ,.............. ....$18,234.15 . Page 2 March 28, 2006 3. Account Type.................... . '" .., Certificate of Deposit Account Number.................... ...31003911152450 Ownership (Names oj)...............FTC for the burial of Helen E. Calaman Opening Date...........................04/22/90 (account closed 02/22/06) Balance on Date ofDeath.........$8,120.73 Accrued Interest $ 191.00 Total........ ............................ ...$8,311.73 The above named decedent had a safe deposit box. I~ I.~ For any additional information on the above accounts, including ownership, statements and closures please contact our Spring Garden branch at 717-240-4525. '. '. Sincerely, _ C/vanj;Y\9.J 7J a Vl/l4p1U Charlene Wanington, Records Management 1-888-502-4349 .., 0', #.' .~. .~. \ 217 REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Helen E Calaman 21-06-0169 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPliCABLE) VALUE 1. American General Annuity, Policy BX203394 86,561 100.00% 86,561 TOTAL (Also enter on line 7 Recaoitulation) $ 86561 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. (If more space is needed, insert additional sheets of the same size) m AIG Annuity Insurance Company P.O. Box 871 Amarillo. Texas 79105-0871 800.424.4990 . '! April 6, 2006 Frey & Tiley Attorneys at Law Attn: Robert M. Frey 5 South Janover Street Carlisle, PA 17013 , ... RE: Policy Number.: Deceased: BX203394 Mary E. Calaman Dear Mr. Frey: The Internal Revenue Service requires reporting of all death benefits for federal estate tax purposes. Form 712 is prepared for regular life insurance contracts only. Since this contract ~as\l annuity, the Form 712 is \ not applicable. Listed below is the death benefit information for the above-referenced annuity contact. Type of Annuity Contract: Date of Issue: Contract Owner's Name(s): Original Investment: Cash Value as of Date of Death on February 15 :W05: Proceeds made payable to: Non Qualified Tax Deferred Annutiy July 5, 2005 . Mary E. Calaman $75,000.00 $86,561.30 Richard E. Calaman and Roger L. Calaman If you have any questions please contact our customer service representatives, at 1-800-424-4990. We appreciate this opportunity to serve you. Sincerely, ~ Becki Galaviz Claims Department AIC Annuity IIl,wrwlc(' COlli/WilY A1clI1!Jcr (~/ Al/1ericall !lIIcrlltll;flIllIl GrOlll', file. 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Helen E Calaman 21-06-0169 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home, Funeral Services 8,000 2. Memorial Service 675 3. Engraving on Headstone 28 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 19,731 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 352 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal, Advertising 75 8. The Sentinel, Advertising 144 9. Register of Wills, Filing Fee for PA Inheritance Tax Return 15 10. Register of Wills, (10) Short Certificates 40 TOTAL (Also enter on line 9 Recapitulation) $ 29 060 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen E Calaman SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-06-0169 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Real Estate Taxes at 841 North West Street 429 2. PPL, Utilities:Electricity 8 3. PharAmerica, Prescriptions 144 4. Dr. Branscum, Medical 31 5. Thornwald Home, (15) days 3,169 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,781 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Helen E Calaman 21-06-0169 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 [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Roger L. Calaman Son Bequests 841 North West Street, Carlisle PA 17013 2 Richard E. Calaman Son Bequests 24 Gobin Drive, Carlisle PA 17013 3. Roger L. Calaman Son 50% residue of estate 841 North West Street, Carlisle PA 17013 4. Richard E. Calaman Son 50% residue of estate 24 Gobin Drive, Carlisle PA 17013 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- 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)