HomeMy WebLinkAbout04-16-07
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15056041147
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
INHERITANCE TAX RETURN 2 1 0 6
RESIDENT DECEDENT
File Number
1088
Date of Birth
331147256
12052006
05301918
Decedent's Last Name
NEAL
Suffix
Decedent's First Name
DELMAR
MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OFWILLS
FILL IN APPROPRIATE OVALS BELOW
o 1. Original Return
o 4. Limited Estate
9. Litigation Proceeds Received
0 2. Supplemental Return 0 3. Remainder Retum (date of death
prior to 12-13-82)
D 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
0 1 O. ~~::~ ~~~~r!ef:n~t ~~1~~5)f death 0 11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
[K]
D
6. Decedent Died Testate
(Attach Copy of Will)
CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORM~~ION SHOUL~ DIRECTED TO:
~ame Daytime Telept!o~ NumbeF-..J ":
EDMUND G. MYERS 7177614~0 "
Firm Name (If Applicable)
JOHNSON DUFFIE
REGISTER Of 1N!a.+~ USe=oNL Y
First line of address
301 MARKET STREET
~.,.,:~
Second line of address
u.
City or Post Office
LEMOYNE
DATE FILED
State
PA
ZIP Code
17043
Correspondent's e-mail address:
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATl,JRE 'SON ~ESPONSIB OR FILING RETURN DATE
// . Lee Zeigler
: 909 Wakefield
SIG
17055
I ~.; .
EDMUND G. MYERS
DATE
~IIJ;I'
301 MARKET STREET, LEMOYNE, PA 17043
Side 1
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15056041147
15056041147
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15056042148
REV-1500 EX
Decedent's Social Security Number
331147256
Decedent's Name: 0 elm a r N E A L
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)............................................................................... 2.
9,547.28
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
121,883.98
6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
70,000.00
201,431.26
3,946.90
267.37
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)...................................................................... 11.
4,214.27
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.
197,216.99
14. Net Value Subject to 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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
197,216.99
o . 00
o . 00
15.
16. 8,874.76
o . 00
17.
o . 00
18.
19. 8,874.76
197,216.99
0.00
19. Tax Due.....................................................................................................................
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
D
Side 2
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15056042148
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-06-1088
DECEDENT'S NAME
Delmar NEAL
STREET ADDRESS
1700 Market Street
CITY I STATE IZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
8,200.00
431.58
(2)
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
TotallnteresVPenalty (0 + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
8,874.76
8,631.58
(3)
(4)
(5) 243.18
(5A)
(58) 243.18
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;.................................................................................. 0
~: ~::::~ :h~e~:~i~~:~:~:=s~~~. .~~.~.I~. ~~~. ~~~. :.~.~.~.~.~ .~~~~~~~~~~~. .~.~ .i.t.~. ~~~~~~~::::::::::::: :.'::::::::::::::::::::: B
d. receive the promise for life of either payments, benefits or care?............................................................. 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?......... ....................................................................................................... ...... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?................................... ......... ................ ..................................... ..................... [!] 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
[!]
[!]
[!]
[!]
[!]
[!]
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. 99116 (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 exemDt 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. 99116 (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. 99116 1.2) [72 P.S. 99116 (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. 99116 (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-16\;S EX+ (6-88)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCe TAX RETURN
RESIDENT DECEDENT
NEAL, Delmar
FILE NUMBER
21-06-1088
ESTATE OF
All property Jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 United States Savings Bonds - Series E and Series EE 9.547.28
Bonds. Valued using Savings Bond Calculator
".
TOTAL (Also enter on Line 2, Recapitulation) 9.547.28
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
Rev.1lO1 EX+ (S-8I)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NEAL, Delmar
FILE NUMBER
21-06-1088
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with the right of survivorship must b. dlsolosed on sohedul. F.
ITEM
NUMBER DESCRIPTION
1 Deposit to Account
VALUE AT DATE
OF DEATH
57.83
2 USBC - Northern District of New York - Claim for Agway Stock. Remaining balance
to be paid
200.00
3 Internal Revenue Service - 2006 Individual Income Taxes Refund
30.00
4 Monumental Life Insurance - Premium Refund
3.98.
5 Monumental Life Insurance - Premium Refund
5.84
6 PNC Bank Certificate of Deposit Account No. 21001021960
8,969.08
7 PNC Bank Checking Account 51-4011-6542
110,757.25
8 1988 Buick Oldmobile - Valued using Kelly Blue Book.com
1,860.00
TOTAL (Also enter on Line 5, Recapitulation)
121,883.98
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
,
Rev-1610 EX+ (6-98)
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEAlTH OF PENNSYL.VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NEAL, Delmar
FilE NUMBER
21..06..1088
ESTATE OF
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.
ITEM ..,......,.." '" liON OF,- ~vr ...,' I Y DATE OF DEATH % OF DE CD'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE.
1 PNC Bank Investment Annuity Contract No. 70,000.00 70,000.00
15357731 - Beneficiaries: Lee Zeigler, Katheryn
Zeigler and Michael Zeigler, In Equal Shares
~- ~
...
.!;;D
TOTAL (Also enter on Line 7, Recapitulation) 70,000.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
t
REV-1161 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NEAL, Delmar
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-1088
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 265.00 .
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Johnson Duffie 3,000.00. ,
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 310.00
5. Accountant's Fees
6. Tax Return Preparer's Fees 119.00
7. Other Administrative Costs 252.90
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 3,946.90
.' ..,
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
.
Rev-1602 EX+ (6-8S)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
NEAL, Delmar
FILE NUMBER
21..06-1088
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
West Shore Fire Company - Funeral Reception
265.00
Subtotal
265.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
.
ReY-1602 EX+ (S-18)
.
SCHEDULE H.B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NEAL, Delmar
IFILE NUMBER
21-06-1088
ESTATE OF
ITEM
NUMBER
1
DESCRIPTION
Cumberland County Register Of Wills Office - Filing Fees for Inheritance Tax Return
and Inventory
AMOUNT
30.00
2
The Cumberland Law Journal - Notice of Estate Administration
75.00
3
The Patriot News - Notice of Estate Administration
147.90
Subtotal
252.90
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
.
Rev-1612 EX+ (6-'8)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NEAL, Delmar
FILE NUMBER
21-06-1088
ESTATE OF
Include unrelmbu....d m.dlcll .xp.n....
ITEM
NUMBER DESCRIPTION
1 AT& T
VALUE AT DATE
OF DEATH
34.47
2 Heartland Medicine
10.00
3 Motors Mutaullnsurance
218.65
4 Verizon
4.25
TOTAL (Also enter on Line 10, Recapitulation)
267.37
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule I (Rev. 6-98)
II
REV.1fi13 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
NEAL, Delmar
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trustee'a)
FILE NUMBER
21-06-1088
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
I.
1
Katheryn Zeigler
16 Enola Drive
Enola, P A 17025
Stepchild
1/3rd of Estate
2
Lee Zeigler Jr.
909 Wakefield Avenue
Mechanicsburg, PA 17055
Stepchild
1/3rd of Estate
3
Michael Zeigler
232 Rutt Road
Bangor, PA 18013
Stepchild
1/3rd of Estate
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, 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
0.00
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule J (Rev. 6~98)
ESTATE OF DELMAR NEAL
SCHEDULE OF EXHIBITS
EXHIBIT A Last Will and Testament signed by Delmar Neal
dated September 10, 1981
EXHIBIT B U.S. Savings Bond Calculator
EXHIBIT C PNC Date of Death Valuation of Accounts
EXHIBIT D Kelly Blue Book Valuation of Automobile
:295362
T...t:,.HOHt: (717) 737-2033
,.;;
~
LAST WILL OF DEr~~NEAL
I, DELMAR NEAL, or the Township of East Pennsboro, County
of Cumberland, state of Pennsylvania, being in good bodily
health and of sound and disposing mind and memory and not actin
under duress, menace, fraud, or undue influence of any ~erson
whomsoever, merely calling to mind the frailty of human life,
and being desious of disposing of my worldly goods while I have
the strength and capacity so to do, I do make, publish and
declare this my Last Will and Testament. 'I bereby revoke, cane
and annul all my former Wills and Testaments, including codicil
thereto, by me at any time made, and declare this alone to be
expenses.
ITEM 2. I order and direct that I be buried in a lot whic
I own situate at Rolling Green Cemetery, Camp Hill, Pennsylvani
ITEM 3. All the rest, residue and remainder of my entire
estate, wheresoever situate and whatsoever it may consist of, I
give, devise, and bequeath, absolutely and in fee to my dearly
beloved wife, ELIZABETH J. NEAL. In the event my wife dies wit
me in a simultaneous disaster or fails to survive my death by
thirty (30) days, then I give, devise, and bequeath my entire
estate, absolutely and in fee to LEE E. ZEIGLER, MICHAEL E.
ZEIGLER and KATHRYN S. ABABON, share and share alike, per stirp
ITEM 4. I hereby nominate and appoint ELIZABETH J. NEAL
Executrix, of this my Last Will. Should the Executrix herein
named fal.l,.t~ .q.~~,+t1'.Y or cease to act as Executrix, then I
Vd lj,) '-It'.. I .tl:';bHn~
appoint JWmO;]:SJ~~R as Executor 1n her stead.
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DELMAR NEAL
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ITEM 5.0 I direct that my p.ersonal representatives, as well
as their successors, shall not be required to give bond ror the
faithrul performance of their duties in any jurisdiction.
~PJ
DELMAR AL
COMMONWEALTH OF PENNSYLVANIA)
) ss
COUNTY OF CUMBERLAND )
I, DELMAR NEAL, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it wil-
lingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged berore me, by DELMAR
II day of 5'r ,198
I
~~
f oary Public
My Commission Expires: March 20, 1982
NEAL, the Testator, this
The preceding instrument consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testator was on the date thereof signed, published and declared
by DE~~R NEAL, the Testator therein named, as and for his
Last Will and Testament, in our presence of each other, have
hereunto subscribed our names as witness.
3tl,~ d )ifu_w1-
Residing at
836 Magaro Raod
Enola, PA 17025
~~2f;tw-~
II
Residing at
306 Glendale Drive
Shiremanstown, PA 17011
- 2 -
...
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA)
) aa
COUNTY OF CUMBERLAND )
We,
Barbara L. Shelley
and
Albert DIAgoatino
the witnesses whose names are signed to the attached or forego:
instrument, being duly qualified according to law, do depose al
say that we were present and saw Testator sign and execute the
instrument as his Last Willi that he signed willingly and that
he executed it as his free and voluntary act for the purpose
therein expressed; that each of us in the hearing and sight of
the Testator signed the will as witnesses; and that to the besi
of our knowledge the Testator was at that time 18 or more yearf
of age, of sound mind and under no constraint or undue influenc
Sworn or arrirmed to and ~ib~ ~re me ~y
3~ d. -).fu>>.uJ- and ~ ~
IA day or ~r 1981.
/
witnesses, this
~~~/
"/ c.tary Pll 1 C
My Commission Expires: March 20, 1982
Calculated Value of Your Paper Savings Bond(s) Page 1 of2
, . · Jt
Calculated Value of Your Paper Savings Bond(s)
HOW TO SAVE YOUR INVENTORY
Calculator Results for Redemption Date 12/2006
Total Price Total Value Total Interest YTD Interest
$1,637.50 $9,547.28 $7,909.78 $333.10
Bonds: 1-78 of 78
Serial # . Issue Next Final Issue I t t Interest Value Note
Series Denom Date Accrual Maturity Price n eres Rate
Q6051508852E E $25 12/1975 12/2005 $18.75 $116.00 $134.75 MA
Q60514968 78E E $25 11/1975 11/2005 $18.75 $115.71 $134.46 MA
Q6036152733E E $25 10/1975 10/2005 $18.75 $114.40 $133.15 MA
Q6036140118E E $25 09/1975 09/2005 $18.75 $114.40 $133.15 MA
Q6145823883E E $25 12/1976 12/2006 $18.75 $119.29 $138.04 MA
Q6137969399E E $25 11/1976 11/2006 $18.75 $118.90 $137.65 MA
Q61361725 14E E $25 10/1976 10/2006 $18.75 $117.57 $136.32 MA
Q6129000238E E $25 09/1976 09/2006 $18.75 $117.57 $136.32 MA
Q6122664308E E $25 08/1976 08/2006 $18.75 $117.57 $136.32 MA
Q6122170213E E $25 07/1976 07/2006 $18.75 $117.57 $136.32 MIA.
Q6113821881E E $25 06/1976 06/2006 $18.75 $117.59 $136.34 MA
Q6100754210E E $25 05/1976 OS/2006 $18.75 $117.29 $136.04 MA
Q60933355 80E E $25 04/1976 04/2006 $18.75 $116.01 $134.76 MA
Q60786602 87E E $25 03/1976 03/2006 $18.75 $116.01 $134.76 MA
Q6078148536E E $25 02/1976 02/2006 $18.75 $116.01 $134.76 MA
Q6058458684E E $25 01/1976 01/2006 $18.75 $116.01 $134.76 MA
Q62339223 20E E $25 12/1977 06/2007 12/2007 $18.75 $104.71 4.000/0 $123.46
Q62335572 30E E $25 11/1977 OS/2007 11/2007 $18.75 $104.37 4.000/0 $123.12
Q62189403 75E E $25 10/1977 04/2007 10/2007 $18.75 $115.50 4.000/0 $134.25
Q6218169923E E $25 09/1977 03/2007 09/2007 $18.75 $115.50 4.000/0 $134.25
6205857657E E $25 08/1977 02/2007 08/2007 $18.75 $115.50 4.000/0 $134.25 ,
Q6198832200E E $25 07/1977 01/2007 07/2007 $18.75 $115.50 4.000/0 $134.25{..\
Q6186387548E E $25 06/1977 06/2007 06/2007 $18.75 $118.21 4.000/0 $136.96, !,.,;.
Q6179365576E E $25 05/1977 OS/2007 OS/2007 $18.75 $117.92 4.000/0 $136.67 ,
Q6178370151E E $25 04/1977 04/2007 04/2007 $18.75 $116.58 4.000/0 $135.33
Q6171054637E E $25 03/1977 03/2007 03/2007 $18.75 $116.58 4.000/0 $135.33
Q6164267099E E $25 02/1977 02/2007 02/2007 $18.75 $116.58 4.000/0 $135.33
Q6145841004E E $25 12/1977 06/2007 12/2007 $18.75 $104.71 4.000/0 $123.46
Q6327042307E E $25 12/1978 06/2007 12/2008 $18.75 $81.28 4.000/0 $100.03
Q6320530 117E E $25 11/1978 OS/2007 11/2008 $18.75 $81.01 4.000/0 $99.76
Q6307011160E E $25 10/1978 04/2007 10/2008 $18.75 $80.07 4.000/0 $98.82 11,
Q6305 1459 27E E $25 09/1978 03/2007 09/2008 $18.75 $80.07 4.000/0 $98.82 : ;.!:
Q6288979476E E $25 08/1978 02/2007 08/2008 $18.75 $80.07 4.000/0 $98.82
Q6288573667E E $25 07/1978 01/2007 07/2008 $18.75 $80.07 4.000/0 $98.82
Q6282170486E E $25 06/1978 06/2007 06/2008 $18.75 $82.02 4.000/0 $100.77
Q6280948197E E $25 05/1978 OS/2007 OS/2008 $18.75 $81. 77 4.000/0 $100.52
Q6265289744 E $25 04/1978 04/2007 04/2008 $18.75 $83.52 3.920/0 $102.27
q6256979431E E $25 03/1978 03/2007 03/2008 $18.75 $83.52 3.920/0 $102.27
Q624 78788 20E E $25 02/1978 02/2007 02/2008 $18.75 $102.29 4.000/0 $121.04
Q62396873 39E E $25 12/1978 06/2007 12/2008 $18.75 $81.28 4.000/0 $100.03
Q63963820 51 E $25 12/1979 06/2007 12/2009 $18.75 $79.48 4.000/0 $98.23
http'://www.treasurydirect.gov/BC/SBCPrice 02/08/07
Calculated Value of Your Paper Savings Bond(s) Page 2 of2
. Q63~3955481E E $25 11/1979 OS/2007 11/2009 $18.75 $ 79.48 4.000/0 $98.23, ,);'>-
Q6392522967E E $25 10/1979 04/2007 10/2009 $18.75 $78.56 4.000/0 $97.31'
Q6391759234E E $25 09/1979 03/2007 09/2009 $18.75 $78.56 4.000/0 $97.31
Q6376100220E E $25 08/1979 02/2007 08/2009 $18.75 $78.56 4.000/0 $97.31
Q6370144697E E $25 07/1979 01/2007 07/2009 $18.75 $78.56 4.000/0 $97.31
Q6359085196E E $25 06/1979 06/2007 06/2009 $18.75 $80.51 4.000/0 $99.26
Q63383809 29E E $25 05/1979 OS/2007 OS/2009 $18.75 $80.28 4.000/0 $99.03
Q63383590 30E E $25 04/1979 04/2007 04/2009 $18.75 $79.33 4.000/0 $98.08
Q6337934155E E $25 03/1979 03/2007 03/2009 $18.75 $79.33 4.000/0 $98.08
Q6330731924E E $25 02/1979 02/2007 02/2009 $18.75 $79.33 4.000/0 $98.08
Q6330713146E E $25 01/1979 01/2007 01/2009 $18.75 $79.33 4.000/0 $98.08 ...
L46318007EE EE $50 12/1980 06/2007 12/2010 $25.00 $105.96 4.000/0 $130.96
L44382482EE EE $50 11/1980 OS/2007 11/2010 $25.00 $105.96 4.000/0 $130.96
L30292281EE EE $50 09/1980 03/2007 09/2010 $25.00 $117.88 4.000/0 $142.88
L29362552EE EE $50 08/1980 02/2007 08/2010 $25.00 $117.88 4.000/0 $142.88
L27454275EE EE $50 07/1980 01/2007 07/2010 $25.00 $117.88 4.000/0 $142.88
L25714720EE EE $50 05/1980 OS/2007 OS/2010 $25.00 $120.74 4.000/0 $145.74
L24288535EE EE $50 05/1980 OS/2007 OS/2010 $25.00 $120.74 4.000/0 $145.74
L7782675EE EE $50 03/1980 03/2007 03/2010 $25.00 $119.30 4.000/0 $144.30
Q63983597 07E E $25 01/1980 01/2007 01/2010 $18.75 $77.55 4.000/0 $96.30 ' ,
L70486838EE EE $50 09/1981 03/2007 09/2011 $25.00 $95.50 4.000/0 $120.50 ;:~.
L71796484EE EE $50 09/1981 03/2007 09/2011 $25.00 $95.50 4.000/0 $120.5Q
L83158731EE EE $50 12/1981 06/2007 12/2011 $25.00 $95.50 4.000/0 $120.50
L70472929EE EE $50 07/1981 01/2007 07/2011 $25.00 $95.50 4.000/0 $120.50
L61906766EE EE $50 05/1981 OS/2007 OS/2011 $25.00 $97.92 4.000/0 $122.92
L49652840EE EE $50 04/1981 04/2007 04/2011 $25.00 $103.38 4.000/0 $128.38
L47315661EE EE $50 03/1981 03/2007 03/2011 $25.00 $103.38 4.000/0 $128.38
L46970763EE EE $50 01/1981 01/2007 01/2011 $25.00 $103.38 4.000/0 $128.38
L105159844EE EE $50 09/1982 03/2007 09/2012 $25.00 $90.82 4.000/0 $115.82
L91412967EE EE $50 08/1982 02/2007 08/2012 $25.00 $90.82 4.000/0 $115.82
L90488911EE EE $50 06/1982 06/2007 06/2012 $25.00 $93.14 4.000/0 $118.14
L90477081EE EE $50 05/1982 OS/2007 OS/2012 $25.00 $93.14 4.000/0 $118.14
L90452918EE EE $50 04/1982 04/2007 04/2012 $25.00 $93.14 4.000/0 $118.14
L90416809EE EE $50 02/1982 02/2007 02/2012 $25.00 $93.14 4.000/0 $118.14
L83177242EE EE $50 01/1982 01/2007 01/2012 $25.00 $93.14 4.000/0 $118.14
C39940622EE EE $100 06/1982 06/2007 06/2012 $50.00 $186.28 4.000/0 $236.28
Q6209177752E E $25 11/1977 OS/2007 11/2007 $18.75 $104.37 4.000/0 $123.12
http://www . treasurydirect.gov/BC/SBCPrice
02/08/07
,. . >
FEB-19-2007 17:16
PNCBANK
412 768 3458
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February 16, 2007
Dana L. Wiesman
301 Market Street
P.O. Box 109
Lemoyne, PA 17043-0109
RE: Estate of Delmar Neal, deceased
SSN: 331-14-7256
DaD: 12/5/2006
Deal" Ms. Wiesman:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account #21001021960
Established 07/14/1994
DELMAR NEAL
DOD balance: $8,952.58 + $16.50 accrued interest
Checking Account
Account #5140116542
Established 08/0111975
DELMAR NEAL
DOD balance: $110,727.88 + $29.37 accrued interest
The decedent maintained Investment Account (INV #1535773 J). For further infonnation,
you may contact the Brokerage Department at 1-800-762-6111.
Please note that this office only provides date of death balances for deposit accounts
(lRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items.
please call1-888.PNC.BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
~~
Rachelle Wells
1-800-762-1775
P7.PFSC-04..F
SOO fitst Ave.
Pittsburgh PAl 5219
Member FDIC
TOTAL P.01
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K.euey J:Slue nOOK - lraae-m rll('"lng Kepon - UlusmoOlle, 00
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. THE TI.USTW RESOUlla.
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2/11/2007
JERRY R. DUFFIE
RICHARD W. STEWART
C. ROY WEIDNER, JR.
EDMUND G. MYERS
DAVID W. DELuCE
JOHN A. STATLER
JEFFERSON J. SHIPMAN
JEFFREY B. RETTIG
KEVIN E. OSBORNE
RALPH H. WRIGHT, JR.
MARK C. DUFFIE
JOHN R. NINOSKY
MICHAEL J. CASSIDY
LAW OFFICES
JOHNSON
DUFFIE
April 12,2007
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE:
Estate of Delmar Neal
Date of Death: December 5, 2006
Your File No.. 21-2006-1088
Our File No. 14772-1
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
MELISSA PEEL GREEVY
ROBERT M. WALKER
WADE D. MANLEY
ELIZABETH D. SNOVER
KELLY L. BONANNO
OF COUNSEL
HORACE A. JOHNSON
F. LEE SHIPMAN
,.\.rnIT. Ell's EXT. N. ~9M-.'~006)
E-MAIL dlwCa;jdsw.eom
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1. 2 Original PA Inheritance Tax Returns with tax due in the amount of $243.18. Check
2. 2 copies of Pages 1 of the Pa Inheritance tax return, which we ask that you time-stamp and
return to us in the enclosed envelope.
3. Inventory
4. Copy of the Inventory to be time-stamped and returned to us in the enclosed self addressed envelope.
3. Check attached to this correspondence in the amount of $30.00 representing the $30.00 filing
fee for the Inheritance Tax Return and Inventory.
matter.
Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this
Very truly yours,
~)JI~EIDNER
Dana Wieseman
Estate Administration Paralegal
Ene.
c: Lee Zeigler, Executor
:295443
301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109
WWW.JDSW.COM 717.761.4540 FAX: 717.761.3015 MAIL@JDSW.COM
JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.