HomeMy WebLinkAbout09-07-07 (2)
REV-1500 ~ . 16-00)
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)
Burke, Jose hine A
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
10/18/2006 8/17/1928
(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)
(1)
2, Stocks and Bonds (Schedule B)
(2)
(3)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4, Mortgages & Notes Receivable (Schedule D)
(4)
(5)
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6_ Jointly Owned Property (Schedule F)
D Separate Billing Requested
(6)
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(7)
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/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15, Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec, 9116 (a)( 1. 2)
0.00 X _ (15)
101,523.97 X .045 (16)
0.00 X12 (17)
0.00 X15 (18)
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, 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
(8)
(11)
(12)
(13)
(14)
(19)
OFFICIAL USE ONLY
FILE NUMBER
2 -06 0 9 6 8
'COliNTYC'OOE ---vEA~ - - NUMsER- -
SOCIAL SECURITY NUMBER
1 28- 2 0 - 6 3 6 0
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3, Remainder Return (date of death pnorto 12.13.82)
D 5_ Federal Estate Tax Return Required
_ 8, Total Number of Safe Deposit Boxes
D 11, Election to tax under Sec, 9113(A) (Attach Sch 0)
44,748.36p
en
--l
16,332.87
136,124.78
32,938.79
1 ,662.02
34,600.81
101,523.97
101 ,523.97
"
Decedent's ompl e e ress:
STREET ADDRESS
719 Barbara Street
CITY 1 STATE I ZIP
New Cumberland PA 17070-
C I t Add
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
4,568.58
4.048.46
213.08
Total Credits ( A + B + C )
(2)
4,261.54
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.
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
307.04
307.04
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 IXJ
b. retain the right to designate who shall use the property transferred or its income; ........................................ D IXJ
c. retain a reversionary interest; or ...................................................................................................... D IXJ
d. receive the promise for life of either payments, benefits or care? ............................................................. D IXJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.. ................ ............ .... ................. ........ ...... ..... .............. .......... D IXJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D IXJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................ ....... ... ...... ......... ......................... ............. ..... ....... IXJ 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.
Under penalties of perjury. 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 pre parer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF NG I)9TURN
/ /~
DATE
ADDRESS
-,' OU 7
PA 17011
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 PS S9116 (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. S9116 (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 PS. s9116(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. S9116(1.2) [72 P.S. s9116(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. S9116(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 + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
.
ESTATE OF
Burke. Joseohine. A
FILE NUMBER
21 06
0968
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
15000 shares Citigroup-Smith Barney - 15000 MBNA American Bank @ $.999 each
bond dtd 12-19-2001 Int. 5.2% Maturity 12-19-2006
VALUE AT DATE
OF DEATH
14,998.50
2
20000 shares Citigroup-Smith Barney - 20000 Countrywide Bank NA @ $.998 each
bond dtd 1-19-2006 Int. 4.55% Maturity 1-19-2007
19,950.60
3
20000 shares Citigroup-Smith Barney - 20000 Countrywide Bk NA @ $.998 each
bond dtd 4-27-2006 Int. 5.05% Maturity 4-27-2007
19,964.20
4
20000 shares Citigroup-Smith Barney - 20000 Washington Mutual @ $.999 each
Bank bond dtd 8-2-2006 Int. 5.35% Maturity 8-2-2007
19,992.60
5
5 shares The Great Atlantic & Pacific Tea Company stock @ $27.530 each
137.65
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
75,043.55
REV-15G8 EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Burke. Josephine. A
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.
ITEM
NUMBER
1
DESCRIPTION
AAA-refund
2 AARP-refund
3 Citigroup-Smith Barney - 20000 Sterling Savings
Bank-WA Cert. of Deposit dtd 1-20-06 @ 4.45% Maturity 10-20-06
4 Citigroup-Smith Barney - 20000 Sterling Savings - Interest on Cert. of Deposit
5 Citigroup-Smith Barney - Money Fund
6 Comcast-refund
7 Diocese of Rockville Centre-pension checks recd
8 Erie Insurance-refund
9 New York City Employees Rel. System-pension rec.
10 Sovereign Bank-Cert of Deposit #0775500481
Princ. $548.11, Inl. $1.19
11 Sovereign Bank-Cert of Deposit #0775500481 - Accrued interest
12 Sovereign Bank-Cert of Deposit #0775503089
Princ. $1,053.08, Inl. $1.89
13 Sovereign Bank-Cert of Deposit #0775503089 - Accrued interest
14 Sovereign Bank-Checking Accl. #0771033125
Princ. $7956.19, Inl. $.19
15 Sovereign Bank-Checking Accl. #0771033125 - Accrued interest
16 Uncashed checks
Sovereign Bank $143.70 Citigroup (2 2Countrywide) $163.07
0968
VALUE AT DATE
OF DEATH
68.00
156.50
20,000.00
665.67
10,516.63
43.08
1,194.24
218.00
918.85
548.11
1.19
1,053.08
1.89
7,956.19
0.19
306.77
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
44,748.36
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Burke, Josephine, A
Decedent's Name
Page 1
21 06 0968
File Number
Schedule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17 United Health-refund 24.97
18 US Treasury-refund on decedents 2006 income tax 1,075.00
SUBTOTAL SCHEDULE E 1,099.97
GRAND TOTAL SCHEDULE E $ 44,748.36
.
REV-1510 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
ESTATE OF
Burke Joseohine. A
FILE NUMBER
21 06
0968
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.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1 Diversified Investments-Tax Deferred Annuity 16,332.87 100. 16,332.87
beneficiary John F. Burke
2 Members 1 st FCU-Checking Accl. 263033-11 joint 617.24 100. 617.24 0.00
w/Kathleen A. Gallacher on 10-26-06 (w/in I yr of death)
3 Members 1 st FCU-Savings Accl. #263033-00 joint 2,153.97 100. 2,153.97 0.00
w/Kathleen A. Gallacher Princ. $2,152.97, Inl.
$1.00 equals $2,153.97 on 10-22-06 (w/in 1 yr of death)
TOTAL (Also enter on line 7 Recapitulation) $ 16,332.87
(If more space is needed, insert additional sheets of the same size)
..
REV-1511 EX +(12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Burke. Joseohine. A
ITEM
NUMBER
A.
1.
2.
3.
4.
5.
B.
1.
2.
3.
4.
5.
6.
7.
2
3
4
5
6
7
8
FILE NUMBER
21
06
0968
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Parthemore Funeral Home-funeral expenses
Diocese of Harrisburg-funeral expenses
Brewhouse Grill-funeral dinner
Stephenson's Flowers-flowers for funeral
Various people helping with funeral dinner and funeral ie bartender, waiters/waitress,
priests, pianist, soloist, alter girls, limo drivers
8,996.10
2,400.00
3,123.88
122.93
1,000.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) John F. Burke
Social Security Number(s}/EIN Number of Personal Representative(s)
Street Address 311 Manchester Road
6,944.00
078-44-5247
City Camp Hill
State PA
Zip 17011
Year(s) Commission Paid: 2007
Attorney Fees David H. Stone, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
6,944.00
Street Add ress
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees Register of Wills-Cumberland Co.
314.00
Accountant's Fees
Tax Return Preparer's Fees
US Treasury-addl tax on decedent's 2005 income tax
AARP Healthcare-premium
New York City Employees Ret. System-overpayment
Diocese of Rockville Centre-overpayment on pension
Cumberland Law Journal-adv. grant of letters
The Patriot News-adv. grant of letters
Register of Wills-filing Inheritance Tax Return and Inventory
Reserve for closing expenses
1,294.00
156.50
405.03
796.16
75.00
137.19
30.00
200.00
TOTAL (Also enter on line 9, Recapitulation) $
32,938.79
(If more space is needed, Insert additional sheets of the same size)
REV-1512 EX + (6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Burke. Josephine. A
FilE NUMBER
21
06
0968
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
FIA Card Services-debt of decedent
428.26
2.
Talk America-debt of decedent
33.76
3.
Hospital services for various doctors
200.00
4.
Thelma Detweiller-services rendered
1,000.00
TOTAL (Also enter on line 10, Recapitulation) $
1,662.02
(If more space IS needed, insert additional sheets of the same size)
,
,'''nn'','*
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FilE NUMBER
Burke .Jnseohinp A 21 On 09nR
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 John F Burke Son 58,928.42
311 Manchester Road
Camp Hill PA 17011-
2 Michael Babaian Grandson 10,648.88
2217 Orchard Road
Camp Hill PA 17011-
3 Joanne B Babaian aka Joanne C Daughter 10,648.89
15 Sussex Road
Camp Hill PA 17011-
4 Matthew Babaian Grandson 10,648.89
15 Sussex Road
Camp Hill PA 17011-
5 David Babaian Grandson 10,648.89
1335 Philadelphia Street
Indiana PA 15701-
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)
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LAST WILL AND TESTAMENT
OF
JOSEPHINE BURKE
I, JOSEPHINE BURKE, of the Borough of New Cumberland, Cumberland
County, Pennsylvania, declare this to be my last will and revoke any
will previously made by me.
ITEM I:
I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease from the residue of my estate.
ITEM II:
I devise and bequeath all the rest, residue and remain-
der of my estate, of every nature and wherever situate, as follows:
A. One-half thereof to my son, JOHN F. BURKE, provided he
survives me.
B. One-half thereof to be divided in equal shares between
the following persons who survive me, my daughter, JOANNE B. BABAIAN,
my grandson, MATTHEW BABAIAN, my grandson, DAVID BABAIAN, and my
Ii
I:
grandson, MICHAEL BABAIAN.
ITEM III:
I appoint my son, JOHN F. BURKE, Executor of this my
last will.
Should my son, JOHN F. BURKE, fail to qualify or cease to
Page 1 of 4
act as Executor, I appoint DAVID H. STONE, Executor of this my last
will.
ITEM IV: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his duties In
any jurisdiction.
IN WITNESS WHEREOF, I, JOSEPHINE BURKE, have hereunto set my hand
and seal this
~C\ day of
~1tJ''-
, 2001.
{~j~ gA~_
/ .. JosEPinNE BURKE
SIGNED, SEALED, PUBLISHED and DECLARED by JOSEPHINE BURKE, the
Testatrix above named, as and for her Last Will and Testament, and In
the presence of us, who at her request, In her presence and in the
II
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II
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have subscribed our names as witnesses.
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Address
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Address
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Page 2 of 4
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
I
I
I, JOSEPHINE BURKE, the Testatrix whose name is signed to the at-
tached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
r;.,1;::'~ d<~
~ . JOSEPHINE BURKE
Sworn to or affirmed to and
acknowledged before me by JOSEPHINE
day of ",4J:11<1J, ,200l.
&Wk/(k~.
Notary PUbli&
BURKE, the Testatrix, this ~,
NOTARIAL SEAL
PATRICHlA L. YOTER, Notary PWIic
New Cumberland D0ro. Cumberland Co.
My ComlT1i~~on Expires Nov. 18, 2002
COMMONWEALTH OF PENNSYLVANIA
ss:
COUNTY OF CUMBERLAND
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and .i..-(L"n,) L l'<.... '7h. //;/ ta-/ /,1l ct "
We,
the witnesses whose names are signed to the attached or foregoing
Page 3 of 4
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
Wit~
~n~ )}}. jllf n..../ ./A~ 51'
Witness
Sworn to or affirmed
VAtI ~ ~ 4T1tA(l
2-1" day of
to and acknowledged before me by
and
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J. ,C/UNA /1-/. /-r~/nL/ /uC..-
witnesses,
this
k,v;r
,
, 2001.
NOTARIAL SEAL
Pi\TRrCHJA l. YOrm Na~r' Publ'
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",\r , u:l11;~r ~d 80ro. Cumber:and Co.
My ~2~mj~3ion Expires Nov. 18,2002
Page 4 of 4
. The Great Atlantic & Pacific Tea Company - Stock chart, Index chart - MSN Money
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The Great Atlantic & Pacific Tea Company: !)'; (
Last: 26.30 Change: --.07 Day's High: 26.65 Day's Low: 26.30
Previous Close: 26.37 Volume: 57,800
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Great Atlantic/Pacific Tea
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10/31/2006 27. 9700 27.4100 27.9700 27,6700
10/30/2006 27.8900 27.4200 27. 6000 27.8500
10/27/2006 27.8600 27.3500 27.6000 27.8000
10/26/2006 27.8500 27.4400 27.8000 27.7600
10/25/2006 28.1100 27.3500 27.4400 27. 7000
10/24/2006 28,0600 27.2100 28.0600 27.4400
10/23/2006 28.6400 27.8200 28.6400 28.0400
10/20/2006 27.8900 27.3900 27.4500 27.7800
10/19/2006 27,8000 27.2600 27.2600 27.4500
.10/18/2006 ~2;g00D C 27,1~ 27.3600 27.2300
10/ I 7/2006 27,6500 25.5000 26.0000 27,3600
10/16/2006 26.5900 25.7100 26.5500 26,0400
10/13/2006 26.4200 25,9200 26.4100 262200
10/12/2006 264200 25,6300 25.7900 26,3500
10/11/2006 25.7900 25.3000 25.4000 25,7400
10/10/2006 25.6200 25.2400 253900 25.5300
10/9/2006 25.4200 24,5500 24.9900 252800
10/6/2006 25.5600 25.0500 25.5600 25.0800
10/5/2006 25.7500 25,0400 25,1000 256000
10/4/2006 25.0700 24,3700 24.5000 250600
1O/3/2006 H6300 240100 24.2100 24.5000
10/2/2006 243000 23.9500 H 1400 24.2000
Data providers
Data provrded by ',I<: re;I
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Stock pnce data provided by ri')"lI ,oJ ,)(.,.,J;C'l
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SMITH BARNEY
11 North 3rd Streer. 2nd Floor
Harrisburg. PA 17101
Tel 717 780 1700
Fax 717 233 2090
Toll Free 800 237 1700
November 16,2006
David Stone
Stone, LaFaver & Shekletski
Attorneys at Law
414 Bridge Street
P.O.BoxE
New Cumberland, P A 17070
RE: Estate of Josephine A. Burke
Date of Death: October 18, 2006
Dear David Stone:
Please find enclosed the Date of Death values for the holdings in Josephine Burke's account #724-06345-
14-015.
15,000 MBNA American Bank, DTD 12/19/2001 $14,998.50
Int. 5.200%, Maturity: 12/19/2006
20,000 Countrywide Bank, NA, DTD 01/19/2006 $19,950.60
Int. 4.550%, Maturity: 1/19/2007
20,000 Countrywide Bank, NA, DTD 4/27/2006 $19,964.20
Int. 5.050%, Maturity: 4/27/2007
20,000 Washington Mutual Bank, DTD 8/2/2006 $19,992.60
Int. 5.350%, Maturity: 8/2/2007
Smith Barney Money Fund $10,516.63
If you need any additional information or I can be of further assistance, please do not hesitate to call.
Sincerely,
:j;"'u ,l<<v {}'tf~
Florence R. Clifford
Financial Advisor
Financial Planning Specialist
FRC:dw
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SMITH BARNEY
11 North 3rd Streer, 2nd Floor
Harrisburg, PA 17101
Tel 717 780 1700
Fax 717 233 2090
Toll Free 800 237 1700
June 18,2007
David Stone
Stone, LaFaver & Shekletski
Attorneys at Law
414 Bridge Street
P.O.BoxE
New Cumberland, PA 17070
RE: Estate of Josephine A. Burke
Date of Death: October 18, 2006
Dear David Stone:
We submitted a letter to you on November 16, 2006 for the Date of Death values for the
holdings in Josephine Burk's account #724-06345-14-015. We failed to include the
following CD that was scheduled to mature 10/20/2006.
Sterling Savings Bank - W A
Certificate of Deposit
DTD 1/20/2006, Rate 4.450%
$20,000.00
Accrued Interest Received
$665.67
Please include this with the Date of Death Values for the Josephine Burke Estate.
If you need further assistance, please do not hesitate to call me at #717-780-1774.
Sincerely,
/
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Florence R. Clifford
Financial Advisor
Financial Planning Specialist
CitigrollP ClubalMarkers IIll.
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Sovereign Bank
Succe.ssis conftdengJ. .\fi can beI/I)OU MI tbere.1lf
Court Ordered Processing / MA 1 MB3 02-10
P.O. Box 841005
Boston, MA 02284
November 16,2006
Stone LaFaver & Shekletski
Attorneys at Law
P.O. Box E
New Cumberland, P A 17070
RE: Estate of: Josephine A. Burke
Date of Death: October 18, 2006
Dear Mr. Stone:
Per your request, enclosed please find the account information as of date of death for the
above-named decedent. Please note the balances do not include accrued interest.
If you should have any further questions, please do not hesitate to call.
Very truly yours,
lf17 0
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Linda Spavento
OAG Team Leader
(617) 533-1789
(617) 533-1931-fax
.
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Josephine A Burke
128-20-6360
October 18, 2006
Account #: 0574112314 Type:
In the name of: Josephine A Burke
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info: disbursed 10/13/06 for $143.70
Club
Open date: 11/2/1993
$0.00
10/13/2006
$0.00
$0.20
Account #: 0771033125 Type:
In the name of: Josephine A Burke
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
Checking
Open date: 9/17/1997
$7,956.19
10/9/2006
$0.19
$9.54
Account #: 0775500481 Type:
In the name of: Josephine A Burke
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 7/16/2004
$548.11
9/30/2006
$1.19
$16.81
Account #: 0775503089 Type:
In the name of: Josephine A Burke
Date of Death Balance:
Int.(YTD) from 1/1/2006 to
Accrued interest to date of death:
Other Info:
CD
Open date: 7/22/2004
$1,053.08
9130/2006
$1.89
$26.79
Page 1 of 1
.
REGULAR SAVINGS ACCOUNT:
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
Date Joint Ownership Established
CHECKING ACCOUNT:
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
Date Joint Ownership Established
Estate of: JOSEPHINE A. BURKE
Date of Death: October 18, 2006
Social Security Number: 128-20-6360
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MEMBERS 1st
FEDERAL CREDIT UNION
263033 -00
04/12/2005
$2,152.97
$1.00
$2,153.97
Kathleen AGallacher
10/22/2005
263033 -11
10/26/2005
$617.24
$.00
$617.24
Kathleen A Gallacher
10/26/2005
~BERS 1 S/J~E!L CREDIT UNION
~r(cU t/ aZ::7"~
Denise A Wolfe
Insurance Services S pervisor
November 21,2006
')()( II) Loui\c Drive . PO. Box.tO · Mcclunicsburg. Pellnsylvania 170')S . (717) ()t)7 -11 () I . W\\w.l1ll'lJ1bers I \t.org
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DIVERSIFIED INVESTMENT ADVISORS. INC
j!,i i.'
;-/"!! ! -" I' /
July 9,2007
Stone La Faver & Shekletski
Attorneys AT Law
Attn: David Stone
414 Bridge St.
Post Office Box E
Cumberland, P A 17070
Re: T A068886-00600
Josephine A. Burke
Dear Mr. Stone:
As you requested, the Date of Death balance as of October 18, 2006 on the above
referenced account was $16,332.87.
Should you need to contact me for further assistance, I can be reached at 1-800-755-
5803.
Sincerely,
b<1r~~fk~
Sandy Spilka
Retirement Counselor
Mai I Drop 4-41
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