HomeMy WebLinkAbout07-12-07
REV-1500 E>" (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Shaffer Richard D
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 6 1 0 7 3
""CoUNTYCOOE ---YEA~ - - NuMsER- -
SOCIAL SECURITY NUMBER
2 04- 0 3 - 7 0 3 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13-82)
~ 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
David H. Stone Es uire 414 Bridge Street
FIRM NAME (If Applicable)
Stone La Faver & Shekletski
TELEPHONE NUMBER
7177747435
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11/25/2006 11/8/1913
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
!Xl 1. Original Return
D 4. Limited Estate
!Xl 6. Decedent Died Testate (Attach copy of Will)
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 (Attach copy of Trust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
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
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
0.00 X _(15)
0.00 X _(16)
0.00 X .12 (17)
2,454,788.24 X .15 (18)
(19)
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
19. Tax Due
20. [8]
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
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.1;7.010
2,738,566.17
283,777.93
(11)
(12)
(13)
283,777.93
2,454,788.24
(14)
2,454,788.24
0.00
0.00
0.00
368,218.24
368,218.24
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Add
ece ents omplete ress:
STREET ADDRESS
214 Cumberland Drive
CITY I STATE I ZIP
Camp Hill PA 17011-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
368,218.24
350.000.00
18.420.50
Total Credits ( A + 8 + C )
(2)
368,420.50
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
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. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
202.26
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; ........................................................................... D !XI
b. retain the right to designate who shall use the property transferred or its income; ........................................ D !XI
c. retain a reversionary interest; or ...................................................................................................... D !XI
d. receive the promise for life of either payments, benefits or care? ............................................................. D !XI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?............................................................................................... D !XI
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D !XI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... D !XI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
sl my knowledge and belief, it is true, correct and complete.
DATE
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PA 17055
DATE
ADDRESS
PA 17070
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax 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)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX 'l- (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Shaffer. Richard. D
FILE NUMBER
21 06
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
1073
ITEM
NUMBER
1
DESCRIPTION
21859.466 shares Fulton Financial Adv.-Oppenheimer PA Municipal C @ $13.040 each
VALUE AT DATE
OF DEATH
285,047.44
2
38 shares Idearc Inc. stock @ $28.510 each
1,083.38
3
188 shares Lucent Technologies stock @ $13.240 each
2,489.12
4
9855 shares PNC Financial Services stock @ $69.330 each
683,247.15
5
11,464.443 shares PNC Investments-Oppnhmr PA Muni Fd CI A @ $13.06 each
149,725.63
6
760 shares Verizon Comm. stock @ $34.680 each
26,356.80
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1.147.949.52
RE~-1508 EX-. (6.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Shaffer. Richard. D
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 06
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
1073
ITEM
NUMBER
1.
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
DESCRIPTION
VALUE AT DATE
OF DEATH
Adams Electric-refund
4.74
Bank of Hanover-Cert. #156240
Princ. $50,000.00, Int. $33.05
50,000.00
Bank of Hanover-Cert. #156240 - Accrued Interest
33.05
Bank of Hanover-Cert. #33024081
Principal $113,569.41, Int. $1,355.86
113,569.41
Bank of Hanover-Cert. #33024081 - Accrued Interest
1,355.86
Bank of Hanover-Cert. #33024669
Principal $148,556.70, Int. $464.60
148,556.70
Bank of Hanover-Cert. #33024669 - Accrued Interest
464.60
Bank of Hanover-Cert. #33025584
Principal $50,000.00, Int. $26.31
50,000.00
Bank of Hanover-Cert. #33025584 - Accrued Interest
26.31
Bank of Hanover-Cert. #33026785
Principal $108,091.04, Int. $795.00
108,091.04
Bank of Hanover-Cert. #33026785 - Accrued Interest
795.00
Citizens Bank-Cert. of Deposit #6140-756324
Princ. $50,000, Int. $127.60
50,000.00
Citizens Bank-Cert. of Deposit #6140-756324 - Accrued Interest
127.60
Citizens Bank-Cert. of Deposit #6140-852242
$51,406.62, Int. $81.12
51,406.62
Citizens Bank-Cert. of Deposit #6140-852242 - Accrued Interest
81.12
Commerce Bank-Time Deposit #800950
Principal $100,000.00, Int. $145.09
100,000.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1.590.616.65
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Shaffer, Richard, 0
Decedent's Name
Page 1
21 06 1073
File Number
Schedule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM
NUMBER
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
DESCRIPTION
Commerce Bank-Time Deposit #800950 - Accrued Interest
VALUE AT DATE
OF DEATH
145.09
Commerce Bank-Time Deposit #801819
Principal $100,000.00, Int. $96.48
100,000.00
Commerce Bank-Time Deposit #801819 - Accrued Interest
96.48
Fulton Financial Adv.-Prime Cash MM Acct #72624861
44.66
Guidepost-refund
19.95
Highmark-refund
23.26
National Geographic-refund
34.00
PNC Bank-Cert. of Deposit #3120277112
Principal $147,939.88, Int. $494.16
147,939.88
PNC Bank-Cert. of Deposit #3120277112 - Accrued Interest
494.16
PNC Bank-Cert. of Deposit #313001502005
100,000.00
PNC Bank-Cert. of Deposit #31500150975
Principal $246,745.41, Int. $83.96
246,745.41
PNC Bank-Cert. of Deposit #31500150975 - Accrued Interest
83.96
PNC Bank-Cert. of Deposit #31600297540
Principal $125,162.10, Int. $515.60
125,162.10
PNC Bank-Cert. of Deposit #31600297540 - Accrued Interest
515.60
PNC Bank-Checking Acct. #5004957638
Principal $18,228.55, Int. $4.32
18,228.55
SUBTOTAL SCHEDULE E
739,533.10
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Shaffer, Richard, 0
Decedent's Name
Page 2
21 06 1073
File Number
Schedule E . Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
32 PNC Bank-Checking Accl. #5004957638 - Accrued Interest 4.32
33 PNC Bank-Savings Accl. #5003797601 174,003.80
Principal $174,003.80, Inl. $397.06
34 PNC Bank-Savings Accl. #5003797601 - Accrued Interest 397.06
35 Readers Digest-refund 46.63
36 Reiman Publications-refund 56.94
37 Uncashed checks received prior to death 2,062.75
Bank of Hanover cert of deposit checks, Fulton Financial Adv. dividend
check ($903.14), and Citizens cert of deposit check
SUBTOTAL SCHEDULE E 176,571.50
GRAND TOTAL SCHEDULE E $ 1,590,616.65
REV-1511 En(,.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Shaffer. Richard. 0
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
5.
6.
7.
2
3
4
5
6
7
8
9
10
11
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
Auer Memorial Home & Cremation SeN.-funeral expenses
Auer Memorial Home & Cremation SeN.-add'l funeral expenses
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
FILE NUMBER
21
06
Name of Personal Representative (s) Linda J. Mickey $136,928 David H. Stone $111,928
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 3 Andes Dr., / 414 Bridge Street
City Mechanicsburg / New Cumberland State PA
Year(s) Commission Paid: 2007/2008 for both
Attorney Fees Stone LaFaver & Shekletski
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Probate Fees Cumberland County Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
PA Dept. of Revenue-Est taxes for 2006
US Treasury-Est. taxes for 2006
US Treasury-tax due on 2006 return
PA Dept. of Revenue-taxes due on 2006 return
Cumberland Law Journal-advertising grant of letters
The Patriot News Co.-advertising grant of letters
Computershare-fee on sale of stock
Susquehanna Financial Adv.-fee on sale of stock
Bank of New York-fee on sale of stock
Register of Wills-filing Inheritance Tax Return and Inventory
ReseNe for closing expenses
Zip 17055//7070
.
Zip
1073
(If more space is needed, insert additional sheets of the same size)
TOTAL (Also enter on line 9, Recapitulation) $
AMOUNT
929.80
419.92
248,856.00
25,000.00
1,550.00
650.00
3,700.00
277.00
398.00
75.00
151.68
36.60
1,193.93
10.00
30.00
500.00
283777.93
R".''''''''..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Shaffer Richard D 21 06 107~
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 David W Mickey Collateral 613,697.06
3 Andes Drive
Mechanicsburg PA 17055-
2 Linda J Mickey Collateral 613,697.06
3 Andes Drive
Mechanicsburg PA 17055-
3 Susie Hoff Collateral 613,697.06
19 Byers Road
Liverpool PA 17045-
4 Michael Hoff Collateral 613,697.06
19 Byers Road
Liverpool, PA 17045
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.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
RICHARD D. SHAFFER
1, R:CHARC D. SHAFFER, of Lower A~len Township, Cu~~erland
C~Gn~1', Pennsylvania, declare this to be my last will and revoke ani
~~~~ previously made by me.
ITEr1 I:
I devise and bequeath all of my estate of every nature
and wherever sltuate to as follows:
A. One-fourth (1/4) thereof to my nephew, DAVID W. r1ICKEY.
B. One-fourth (1/4) thereof to my nephew, r1ICHAEL HOFF.
C. One-fourth (1/4) thereof to my nephew's wife, SUSIE
HeFF.
D. One-fourth (1/4) thereof to my nephew's wife, LINDA J.
IV:ICKEY.
ITEr1 II:
I appoint DAVID H. STONE, Esquire and LINDA J. MICKEY,
Co-Executors of this my last will.
ITEr1 III: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his or her
j~:ies in a~~' j~risdiction.
IN WITNESS WHEREOF, I,
RICHAFJ
D. SHAFFER,
ha'le hereGr:::o
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RlCHAFC C. SHA =ER
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SIGNED, SEALED, PUBLISHED a~d DECLARED by RICHARD C. SHAFFER, the
Testator above named, as and fer his Last Will and Testament, and in
tte presense of us, who at his request, in his presense and in ~he
~resence of each ether,
~~.~~~
'iJi triess
have subscribed our names as witnesses.
414 Bridqe St., New Cumberland, PA
Address
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Witness
414 Bridqe St., New Cumberland, PA
Address
CO~~ONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
I, RICHARD D. SHAFFER, the Testator whose name is signed to the
attashed or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last willi that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
R;~;
Swcrn to or affirmed to
2~~?:~?, ~~e Testator, this
~n3 aCknOWledgr. -'.pe...f~r.~e \rr~e by RICHAFD C.
...~{1~1 -.'-,~" / ~ 'rL}
. rtO\V.UL...;r ( ,2J'J6.
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- N~tary UD_lS
\---(Jilfl\\JN~'VE At: t~ i~jF uf~~NS'(L'./~N:A
N01AF< tAL SEA L
OM',EL ~,j HAFn.w~, Notary Public
New Cu!"terlalid 8010, CUfllberlJl1d Co
My Cor] :mlSSlor E~p,r,c;; JJn 21, 2009'
F'3.,:re - I:f 3
COf.1NOIJWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, C" ""- t:. \ t.~~
SS:
and
0111'< n] [<,V,!::J
the attached or oregoing
the witr.esses whose names are signed to
instrument, being duly qualified according to law, depose and say that
we were present and saw Testator sign and execute the instrument as
his last will; that Testator signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed; that
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each of us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator was at that
time eighteen or more years of age, of sound mind and under no con-
straint or undue influence.
\2~~D~
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Witness
r", Sworn
"- ~.L l::n~'1l
',.il. ti.esses, thlS-~ day
to or affirmed to and acknowledg~d before me by
1 Tlr1t{ ~ J1 6u/ ;':1
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CY)'Y'--
-~' . ".IIOt 'WEALTH m PH ;N5YLVANIA
'~J'" ~OTARIAL SEAL .
CA"'E' M HARTMAN, Notary PUbChC
'.. ~ . d B C~mberland o.
Nfl', CUll1b,?rlan ora ~. 21 2009
~"y (01]11:11$510[1 E'(plr.s Jan. .
Notarj/
Public
Page 3 of ..
.
FULTON FINANCIAL ADVISORS"
Making Success Personar
r"'VESnIL\T & BROKERAGE SERVICES
Securities are otTerpd through Primpvest Financial Sl'nices, Inc.
\Iember \\SD, slPe. a registered broker/dealer.
June 4, 2007
David H. Stone
414 Bridge St.
New Cumberland, P A 17070
Attn: Tina
Attached is the information you requested regarding the date of death value
of Richard Shaffer's account with Prime Vest. Please note that the value of
the Oppenheimer fund is included (OPACX - Oppenheimer PA Municipal
C), as well as the balance held in the money market. Please contact either
Greg Malin or myself with any further questions you may have.
Sincerely,
1MW~
Jessica Wantland
Fulton Financial Advisors
599 N. 12th St.
Lemoyne, P A 17043
717-730-0166
TIll' il1\l'~lnwnl products "niTI'd tl1rollgh In\t'~llllt'nl and Broj.dT,I,I!{' Se/'\ ice~ an' nol in~lIred In Iht, FDIC. and al'l' not dt'po~its or
"Ih('l' ol1lig;llion'i "I' Fullon Fin,lIwial Corporation and .II'{' not gllal'iln!eed In Fillion Financial Corporation. Tht'\ il1\oht, il1\e~llllent
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Open: 32.55 High: 32.75 Low: 32.15 Close: 32.42
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1/18/2007
1/17,/2007
1/16/2007
1/12/2007
1/11/2007
1/10/2007
1/9/2007
1/8/2007
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IOEARC INC - Stock chart, Index chart - MSN Money
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Al~atel-Lucent (ADR) - Stock chart, Index chart - MSN Money
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13.4500 13.]500 3,887,600
13.4800 13.4200 3,244,200
13.4400 13.5600 3,678,500
13.4400 13.5000 4,744,600
13,5400 13.5800 4,081,600
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13.1600 13.2100 3,301,000
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I 1/.27/2006
11/24/2006
11/22/2006
11/21/2006
11;20/2006
11/17/2006
11/16/2006
11:15/2006
11/14/2006
11/13;2006
lli10/2006
13.2600
13.2800
13.4300
13.4200
13.4800
13.2700
12.9800
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PNC Financial Services - Stock chart, Index chart - MSN Money
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Open: 73.87 High: 74.00 Lov:: 73.40 Ciose: 73.77
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12/29/2006
12/28,.'2006
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12/27/2006
12/26;2006
12/22/2006
12/21/2006
12/20/2006
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12;18/.'006
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2/1/2007
P"NC Financial Services - Stock chart, Index chart - MSN Money
12/112006 7[2900 70.5500 70.6900
11; 30/2006 /10600 70.1500 70.6000
1l.,)9/2006 70.9000 70.f)200 70.0600
11;28;2006 69.9400 iS9.0900 69.2700
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11/24;2006 69.0600
11;<::2/2006 69.6700 68.8700 69.1800
11;'? 1/2006 69.3700 68.8700 69.1100
11; 20/ 2006 69.4 700 68 9300 69 3000
11;17/2006 69.5700 69.1900 69.3700
11/16/2006 69.7300 69.3200 69.6100
11;15;2006 69.7800 69.4lCO 69 7100
11; 14/2006 69.7500 69.2300 69.6500
:1/13/2006 69.6800 68.9900 69 1200
11/10/2006 69.(3900 68'>3600 69.3500
11/9/2006 6'J.7-tOO 688'900 69.6000
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11/6/2006 69 5600 68.9000 68.9300
11;3;2006 69.3200 68.3900 69 2300
11/2/2006 69.1200 68.5700 69.0200
11/1;2006 704400 69.3300 70.1500
10/31/2006 70.8100 69.2500 li9.3400
Data providers
Dat,l provided by
an Interactivr~ Data Company.
Stock price data provided by
Quott:'S dCia'lt:,d 20 minut(-:s.
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2/1/2007
0. PNC1NVESTMENTS
\lembn NASD and slPe
December 12, 2006
Stone LaFaver & Shekletski
Attorneys At Law
414 Bridge Street
Post Office Box E
New Cumberland, P A 17070
RE: Estate of Richard D Shaffer - 204-03-7039
Date of Death Value - Date of Death, 11/25/2006
Attn: David H Stone
Dear Mr. Stone:
Please find below the requested information:
1. Title of Account:
Richard D Shaffer
2. Date Established:
04/1212006
3. Date of Death Value (111).5/2006)
11464.443 shares Oppnhmr PA Muni Fd Cl A OPATX @ $13.06 per share
The information contained herein has been obtained from sources we believe to be
reliable but do not guarantee it to be accurate, correct, complete or timely, and shall not
be responsible for the results obtained from it's use.
Please do not hesitate to contact me if I can provide you with further information.
Sincerely,
/"'/ . '1
[. t~L ~~
Charles E Little, CFP
Vice President, Senior Financial Consultant
A member of The PNC Financial Services Group
2 East Main Street Mechanicsburg Pennsvlvania 17055
'.'Iww. pnCIIlVt's t men tS.CI}fll
Important fnvt"stor Information: ~;t'tllLtil"s '_HlrJ hruktf,jgf ~(rVI'_:t" rirc prnli,dt'd PNC !lhi,',tn1t.:nh LtC,
rl1rmbel N,.iSO ,Int! '.)lPC ,Cl.nnu:tlt'S ;1r'd ,};hf:r iI1S~.lr~I!'C1:' ~;r;)lhl'iS af{' ()ff,'rcd ~)'y p!,J(' lnSiHJIlC(' ....Cf..i:('t'.;;
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V ~rizon Communications Inc. - Stock chart, Index chart - MSN Money
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Verizon Communications Inc.
O:;en: 38.77 High: 38.77 Low: 37.90 Close: 38.52
pJ:>ai-Tiriit: ;riU,lOb'/ Verizon Comnl
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II Citizens Bank'"
525 William Penn Place
Suite 153-2618
Pittsburgh, P A 15219
June 13, 2007
STONE LAF A VER & SHEKLETSKI
414 BRIDGE STREET
POBOX E
NEW CUMBERLAND PA 17070
Estate of RICHARD D SHAFFER
Date of Death: Nov 25, 2006
SSN: 204-03-7039
Dear SirlMadam:
In accordance with your tequest, the attached infonnation sheet has been provided in the above decedent's
name as of hislher date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 1-888-999-6884
Sincerely,
~~
Barbara Richards
Operations Services
~J Citizens Bank~
Account Number 6140756324
Account Title RICHARD D SHAFFER
Date Opened 1/3112000
Account Type Savimls
Principal Balance as of DOD $50000.00
Interest from Last Posting to DOD $127.60
Account Balance as of DOD $50127.60
YTD Interest to DOD $1436.72
I~ Citizens Ban,k"
Account Nwnber 6140852242
Account Title RICHARD D SHAFFER
Date Opened 1/9/2002
Account Type Savings
Princm~B~mce~ofDOD $51406.62
Interest from Last Postin~ to DOD $81.12
Account Balance as of DOD $51487_74
YTD Intexest to DOD $1509.81
December 18, 2006
Commerce
I:Bank
Stone, LaFaver & Shekletski
414 Bridge St
PO Box E
New Cumberland PA 17070
RE: Estate of: Richard D Shaffer
Social Security #: 204-03-7039
Date of Death: November 25, 2006
Dear Sirs:
In reference to the letter regarding the above mentioned Estate, we
would like to inform you of the information that we have researched and
found.
Type: Time Deposit
Account #: 800950
Date Opened: 02/06/03
Primary Owner: Richard D Shaffer
Date of Death Balance: $100,145.09
Accrued Interest: $145.09
Principal Balance: $100,000.00
Type: Time Deposit
Account #: 801819
Date Opened: 09/19/06
Primary Owner: Richard D Shaffer
Date of Death Balance: $100,096.48
Accrued Interest: $96.48
Principal Balance: $100,000.00
If there are any questions or additional information that is needed,
please feel free to contact me at (717) 412-6134.
Commerce Bank / Harrisburg, N.A.
PO Box 4999
3801 Paxton Street
Harrisburg, PA 17111-0999
commercepc.com
o PNCBAN<
December 29,2006
David H. Stone
Attorney at Law
414 Bridge Street
P.O. Box E
New Cumberland, P A 17070
RE; Estate of Richard D. Shaffer, deceased
SSN: 204-03-7039
DOD: 11/25/2006
Dear Mr. Stone:
...,....~ lUlU ....,......."Ju
r.""J.
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificates of Deposit
Account#3l5001S0975
RICHARD D SHAFFER
DOD balance: $246,745.41 + $83.96 accrued interest
Account #31300152005
RICHARD D SHAFFER
OOD balance: $100,000.00 + SO.OO accrued interest
Account #31200277112
RICHARD D SHAFFER
DOD balance~ $147,939.88 + $494.16 accrued interest
Account #31600297540
RICHARD D SHAFFER
DODbalance: $125,162.10 + $515.60 accrued interest
Checking Account
Account #5004957638
RICHARD D SHAFFER
DOD balance: $18,228.55 + $4.32 accrued interest
Page lof2
Established 03/23/1999
Established 03/26/1999
Established 04/04/1997
Established 07/29/2006
Established 04/12/2006
""T.c;. 1'-''-' ........,......u
r'.~1!:.
Savings Account
Account #5003797601
Established 05/10/2006
RICHARD D SHAFFER
DOD balance: $174,003.80 + $397.06 accrued interest
The decedent maintained Investment Account (!NY #19769691). 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 accoWlts
(IRAs, 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 ca.U 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~o.U1.ilit- ~
Ra.chelIe Wells
1-800-762-1775
P7-PFSC-04-F
500 fir5t Ave.
Pittsburgh PA 15219
Page 2 0[2
Member FDIC
TOTAL P. 02