HomeMy WebLinkAbout09-14-07 (3)
REV-1500 EX + (6-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2
- 0 7
o 0 5 7 6
CQUNi-YCOOE ----vEA~ - - NUMBER--
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
S an ler, Arietta M. a/k/a S an ler, Arietta Mae
DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year)
72- 0 1-
894
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
OS/28/2007 07/12/1916
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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[X] 1. Original Return
o 4. Lirnited Estate
[X] 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of dealh after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date 01 death prior to 12-13-82)
o 5 Federal Estate Tax Return Required
Q.. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch O)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Gerald J. Shekletski, Es . 414 Bridge St.
FIRM NAME (If Applicable)
Stone La Faver & Shekletski P.O. Box E
TELEPHONE NUMBER
717-774-7435 New Cumberland PA 17070
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
4. Mortgages & Notes Receivable (Schedule D)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o 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)
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)
(1)
(2)
(3)
(4)
(5)
118,160.00
OFFICIAL USE ONLY
12,424.92
'.. ~,
, .....J
(6)
44,401.00
f'.J
(7)
(8)
174,985.92
(9)
(10)
9,666.67
10,915.00
(11)
(12)
(13)
20,581.67
154,404.25
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
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
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
154,404.25
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
154,404.25 X .045 (16) 6,948.19
0.00 X 12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 6,948.19
20. D
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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Add
Dece ents omplete ress:
STREET ADDRESS
11 Kevin Road
CITY I STATE 1 ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6,948.19
5.000.00
263.15
Total Credits ( A + B + C )
(2)
5,263.15
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( 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)
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
1,685.04
1,685.04
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 IXI
b. retain the right to designate who shall use the property transferred or its income; ...................... .................. D IXI
c. retain a reversionary interest; or ...................................................................................................... D IXI
d. receive the promise for life of either payments, benefits or care? ............................................................. D IXI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?............... ............................. .............................. .................... D IXI
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D IXI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... D IXI
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 preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PEfuSON RESPONSI ~E FOR ILlNG RETURN
;; c. -
ADDRESS Diane E. Scott, Executrix
11 Kevin Road, Mechanicsburq
SIGNATURE OF PREPA T .' SENT~~
ADDRESS
( ,.'
Gerald J. letski, Esq.
414 Bridqe St., P.O. Box E, New Cumberland
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. 99116 (a) (11) (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. 99116 (a) (1.1) (ji)].
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. 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 4.5%, 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 12% [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-1502 EX + (6-98)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SoanQler. Arietta M. a/k/a Soangler. Arietta Mae 21 07 00576
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 croperty which is jointlv-owned with right of survivorshic must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
All that certain piece or parcel of land, with improvements thereon, situate in the Borough
of Dauphin, Dauphin County, Pennsylvania, known as 108 Erie St., Dauphin,
Pennsylvania. Being the same premises which Owen J. Jones and Viola M. Jones,
by deed dated December 29, 1947, recorded January 6, 1948, in the Office of the
Recorder of Deeds of Dauphin County, Pennsylvania in Deed Book U, Volume 30, page
414, granted and conveyed unto Clarence D. Spangler and Arietta M. Spangler, husband
and wife. Clarence D. Spangler died January February 17, 1971, whereby title vested in
Arietta M. Spangler, the decedent herein, by operation of law. Dauphin County tax
assessment value of $84,400.00 x 1.40 common law ratio = $118,160.00. Dauphin
County tax parcel 230030090000000.
VALUE AT DATE
OF DEATH
118,160.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
118,160.00
REV-15G8 EX + (6-98)
'*
COMMONWEALTH OF PENNSYL V AN IA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Soanaler. Arietta M. a/k/a Soangler. Arietta Mae 21 07
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.
00576
ITEM
NUMBER
1.
DESCRIPTION
Putnam Investments Account No. C081172011894BBCB
VALUE AT DATE
OF DEATH
9,682.19
2.
Wachovia Bank, N.A. savings account number G067980286162
1,501.00
3.
Wachovia Bank, N .A. checking account account number 1000673413337
1 ,241.73
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
12,424.92
REV-1509 EX + (6-98)
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Soangler. Arietta M. a/k/a Soangler. Arietta Mae
FILE NUMBER
21 07
00576
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. Diane E. Scott
11 Kevin Road
Mechanicsburg, PA 17050
Daughter
B
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1. A. 7/12/85 Members 1 st Federal Credit Union regular savings 25.57 50. 12.79
account 48369-00
2. A. 2/15/03 Members Federal Credit Union investment savings 81,460.99 50. 40,730.50
account 48369-05
3. A 11/8/96 Sovereign Bank Money Market Account 1991024045 7,315.42 50. 3,657.71
TOTAL (Also enter on line 6, Recapitulation) $ 44,401.00
T
(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
Soanaler. Arietta M. a/k/a Soangler. Arietta Mae
FILE NUMBER
21
07
00576
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Auer Memorial Home and Cremation Services, Inc. 1,617.21
4100 Jonestown Rd., Harrisburg, PA 17109
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Gerald J. Shekletski, Esq. 7,400.00
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 Letters Testamentary 310.00
5. Accountant's Fees
6. Tax Return Preparers Fees
7. Cumberland Law Journal - legal advertising 75.00
8. The Patriot-News - legal advertising 134.46
9. Filing fees - inheritance tax return ($15.00) and inventory ($15.00) 30.00
10. Reserve for closing expenses 100.00
TOTAL (Also enter on line 9, Recapitulation) $ 9,666.67
llf 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
Soangler. Arietta M. a/k/a Spangler. Arietta Mae
Include unreimbursed medical expenses.
FILE NUMBER
21
07
00576
ITEM
NUMBER
1.
DESCRIPTION
Roof repair for 108 Erie St., Dauphin, PA
($3,630.00 + $4,285.00 + $3,000.00 payments made under contract = $10,915.00 total
paid). Copies of contract and power of attorney attached hereto.
VALUE AT DATE
OF DEATH
10,915.00
TOTAL (Also enter on line 10, Recapitulation) $
10,915.00
(If more space is needed, insert additional sheets of the same size)
,>,,,,,,, .'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Soanaler Arietta M. a/kip. Snanoler Anetta Mae
SCHEDULE J
BENEFICIARIES
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
Diane E. Scott
11 Kevin Rd.
Mechanicsburg, PA 17050
FILE NUMBER
21 07
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Lineal
00576
AMOUNT OR SHARE
OF ESTATE
154,404.25
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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P[I/-1162 [Xi 11 96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SCOTT DIANE E
11 KEVIN ROAD
MECHANICSBURG, PA 17050
EST A TE INFORMATION: SSN: 172-01-1894
FILE ~JUMBER: 2107-0576
DECEDENT NAME: SPANGLER ARIETTA M
:J i.\ TE OF PA 'y'MENT: 08/13/2007
,
,:JOSTivlARK DATE: 08/1 3/2007
--
: COUNTY: CUMBERLAND
DATE OF DEATH: OS/28/2007
j
NO. CD 008537
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5'O~
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TOTAL AMOUNT PAID:
~~EMARKS: RECEIPT TO A TTY
CHECK# 507
INITIALS: CJ
;E :"_
RECEIVED BY:
TAXPAYER
$5,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
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REGISTER OF WILLS
CUMBERLAND County, Pennsyl
CERTIFICATE OF GRANT OF LETTERS
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No. 2007-00576 PA No. 21-07-0576
Es ta te Of: ARIETT A M SPANGLER
(First. Middle, Last)
a/k/a:
Late Of:
ARIETTA MAE SPANGLER
HAMPDEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securicy No: 17~p1-1894
WHEREAS, on the 14th day of June 2007 an instrument dated
April 22nd 1986 was admitted to probate as the last will of
ARIETTA M SPANGLER
(First. Middle. Last!
a/k/ a ARIETTA MAE SPANGLER
la te of HAMPDEN TOWNSHIP, CUMBERLAND County,
who died on the 28th day of May 2007 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
DIANE ESCOTT
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my ofL=ice at CUMBERLAND COUNn' COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 14th day of June 2007.
~ ,'1ClVLJ4 J~'t-
Regis tl!r of Wills
~ ~~ep",v
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
~9t ~iU attb ~eetamettt of
ARIETTA M. SPANGLER
" ARIETTA M. SPANGLER, of Dauphin Borough, Dauphin County, Peni1sylvani~j
being of sound mind and memory, do make, publish and declare this my Last W11-1
and Testament, hereby revoking and making void any and all wills by me heretofore
made.
FIRST:
order and di rect that all of my just debts and funeral expenses
be paid by my herei nafter named Executrix as soon after my death as may be
found conveni ent.
SECOND: All the rest, residue and remainder of my estate, real, personal
and mixed, of whatever nature and wheresoever situate, which I may own or
have the right to dispose of at the time of my death I give, devise and bequeath
to my daughter, Diane E. Scott, absolutely.
THIRD:
order and direct that my Executrix pay all transfer inheritance,
Federal estate, death, succession and legacy taxes to which my estate or the
transfer of any property thereunder may be subject and to charge such taxes
as a part of the expense of administration and to pay the same from my residuary
estate.
FOURTH: I hereby nominate, constitute and appoint my daughter, DIAi'iE E.
SCOTT, ~s =~~ec~tr!~ ~f !ris, ;::Y L..2.~t ':"\/!!! =~d Te~t2.~e!:'t, 2.r:tj ! cia tj!~ect 'th2.t
bond shall be required of such Executrix hereunder. r'vly said Executrix shall have
full power at her discretion to do any and all things necessary for the complete
administration of my estate, including the power to sell at public or private sale
and without order of Court, any real or personal property belonging to my estate,
and to compound, compromise or otherwise to settle or adjust any and all claims,
charges, debts and demands, whatsoever, agai nst or in favor of my estate, as
fully as I could do if living.
IN WITNESS WHEREOF, I have
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Will and Testament, this,./-,A. day
hereunto set
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of j i ' ,
/
my hand and seal to thi s my
Last
1986.
~i:tv J)-;j&r.t:h_i
Arietta M. Spa[}le;;j
(SEAL)
Signed, sealed, published and declared by the above named Testatrix as and
for her Last Will and Testament, in the presence of us, who at her request and in
her presence and in the presence of each other have hereunto subscribed our names
as witnesses.
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Property ID
230030090')00000
Address
105 ERIE ST
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Index Order
Street Address
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Property ID 230030090000000
Property Address 1IJ5 ERIE ST
{)t"'/nc'r,V,Ui;,..~ dllf! /'vfdilu?,,} ~1i,1~// t. '-.'")
Owner Address
SPANGLER CLARENCE 0 & SPI"NGLER ARIETTA M
11 KEVI~j RD
,~lECHA,'iICSBURG PA 17050
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Municipality
Neighborhood
School District
Use Code
Zone
Property Type
Heating
Air Condo
Clean and
Green
23 DAUPHIN BORO
23002 DAUPHIN BOROUGH (SEE
PROFILE)
22140 Central Dauphl n
R03 2 Story
R1 Residential single family
2 Residential
3 Hot ,Vater/Central Heat
NO
~-~o
Assessed Value $84,400.00
Deed Reference U030 /114
Sq Ft Finished Living Area 2066
Year Built J850
Story Height 2
Bedrooms 5
Full Baths 1
Half Baths 0
Basement Garage 0
FirePlace(s) 1
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30 PAG[ t15
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mngrtl1rr with all au 'Iflgular, the teflemefltl, heredittzmeflb tzfld tzppurtefIGflces to the sstlle belmag-
iflg or in any",i/e appertainUag, tzad the re11ernoa and reverno.., remtzi.der .ad remtriflder" refit., illllues srad
profit. thereof; Anb aID all the edGte, right, title, i.tered, property, cltzim tzad detfltlad ",h.t,oefler, bot.
in ltz'" tznd equity, of the .tzid ptzrt i."" s of the firlt ptzrt, of, i., to or Ollt of the 'tzid premise" aad every pcrt
and pared thereof
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Wn iijaur nnb tn linlb the 'tzid premi,e., with all tznd ,ingular the tzppurteneel, ruato the ,aid
pard~~ of the ueond part tl'r>l T' heir, tznd tzllllign" to afld for the OfIly prop,.r .,e tzad
behoof "f the ,aid partio2 of the 'econd part, thc>~ r heirs .ad ang.. forever,
'1.;:"f ~t?r'.'.nt~ L\/ ~J10 ~nt,1 reti~~-: ':n( Y1f)+ '.;:3 +','?n'.:~lts in '~O""'f'"I0n '_:Yl~~ ~i'"\+, q:~ '_'O~':"'lY'; 1_:,_
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THESA/D p.,....t.~"s of th' Vjrr::t P~rt, for +.herr.;'')lvn::-, th~:r
heirl, ezr,cuton and admiflutrGton, do
by the.e pre,erst" coveaaal, graa' aad agree to aad flDitla tlu
th e i r hein and alllliya" thai
'P.' rt, t:-:Pj r
I/lid pGrt ic~ S of the 'eeofld pGrt,
the Itrid 'P1.r+."'-:>s of +,h.? Pir,-;t
heln all and lingular the heredit/lment. and premi'eI hereinabove dellcribed aad gr/lated or meatiofled, Gfld iA-
t_ded 10 to be, ",ith the appurt_ces, UfltO the said part ie~: of the 'ecofld ptzrt, th,"'" heir.
tznd auigm, again" the ,aid partj '':' S of the fird ptzrt tznd t,n.,:, i i~ hei,., tzad Ggtzin" all and every othe,
per,on or perllon. ",homBoever, laTDfully elGimiflg or to claim the 'tzme or tzny part thereof,
,luul Gad 'Will, by thele pre until, WARRANT AND FOREVER DEFEND
In miturss m4rrtnf
hereunto llet t'-1 <> ~ r htznd S
the 'aid part
tznd .eals
'1 C> C". of the fird part
the dtzy tznd yetzr fir" above written.
hG '"~Po
Signed, Sealed and Delivered
in the Ptegence of
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lrno'IrJn to me (or stdi"actoril!l pro'fJen) to be t~ perlon..~.. whole ,.ame...~...........::.:.?....... lublcr~bed 'td t1rii;; r '."
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hI''' ut'Cuted the lame for the purpou therein c..,di.atr. "/.
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IN WITNESS WHEREOF, I hereunto ut m.II hand and ~-letll. ~;;. --f "";. .-
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I hereh,II certif.y that the Precise Re:;;e::~n:J~S:~en ;::~::::.~::::Z~i:~~,P;:.~-'<>.:;" .~.,
.j "'" of Pi'"n"Ylvall1~T~-~--:_<~iJ;~;P~.. ~...~
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R"c0rded i., t'1.... nrr."'~hr 1), ~c0rdi'1g-
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Book a_Vol._~_Pag"J "?/?--.
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In the Court of Common Pleas of Atlantic Countg
I N ']I} I, WILLIAM A. BLAIR, Oerk of the County of Atlantic and Clerk of
&tatt nf tUt tPltfStg a. the Court of Common Pleas, of said County, said Court being a Court of Record.
having a common seal, being the officer authorized by the law'! of the State of
County of Atlantic New Jersey to make the foll~" certificat;o _I
DO HEREBY CERTIFY, that .....--...~~-Q.:...d!)~...._.........._........
whose name is subscribed to the certificate of the acknowledgment, proof or affidavit, was at
the time of taking such acknowledgmmt, proof or affidaTit, a NOTARY PUBLIC of the
State of New Jersey, residing in the County aforesaid, duly commissioned and qualified to
administer oaths and affirmation'! and to take admowledgmenu and proof. of deeds or COIrfey_
anees for lands, tenements and hereditaments and other instrummu in writing to be recorded
in said State of New Jersey, and to all whose acts, as such, full faith IUJd credit are and oucht
to be given, as well in Courts of Judicature as elsewhere; IUJd that I am well acquainted with
the handwriting of the said NOTARY PUBLIC and verily believe the 'signature to the
attached certificate is genuine.
IN TESTIMONY WHEREOF, I have herl'DJlto set my hand and affixed the seal of
th. ..id Coon", and Court.. tbis....__._....-......._i6._?.7ilil1--..-... of _~. . . .......
;MPL~~':"~:';::'~" ::.~e",.:- __~~. '__. . .~.ft:~~
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PUT NAM INVESTMENTS
Putnam InvelOtor Services
I'll.,! OJ}ie>, flllx 41203
!'mLldcnce. Rhllde Island 029f.1i.1203
U' ICu..:.pU t rz UIl1ITlL',<'Oln
July 23,2007
MR GERALD J SHEKLETSKI
STONE LAF AVER & SHEKLETSKI
ATTORNEYS AT LAW
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND P A 17070
Account No.: C081172011894BBCB
Registration: Arietta M Spangler
Reference No.: 0464087967
Dear Mr. Shekletski:
Thank you for your correspondence regarding the above-referenced account. This closed-end
fund account is the only account registered to Arietta M. Spangler.
The financial markets were closed on May 28, 2007. Therefore, we are providing the account
information for the preceding business day, May 25,2007, in the table below:
Putnam Fund
Account
C081172'J11894BBCB
Share
Bo/ance
1,501.115
Market Share
Price
$6.450
Market.'
Vo/ue .
$9,682.19
To transfer the shares, we require the following additional documentation:
· A letter of instructions bearing the guaranteed signature of the Legal
Representative, Diane E. Scott. A signature guarantee is required to prove that
the signature is genuine. This guarantee may be obtained from an investment
dealer or a bank. Notarization will not be accepted in place of a signature
guarantee because it does not provide the complete legal protection necessary to
process this transaction.
· The Appointment of Legal Representative certified to be in full force and effect
within 120 days of Putnam's receipt Certification must he original and provided
by ajudge or clerk of the issuing court A court seal must he affi:'(ed to this
document.
e
Mr. Gerald J. Shekletski
Page Two
July 23, 2007
· The 1,448 issued shares, represented by certificate number U-0213119, issued on
July 6, 1998. As a protection against loss, we suggest you return the certificate by
registered and insured mail.
· The enclosed Form W-9, completed and signed, which certifies the taxpayer
identification/social security number for the new account.
Once the shares are transferred, a new certificate will be issued to the address of record as
Putnam cannot hold issued certificate shares in a closed-end fund. We hope that this information
is helpful.
To assist you with future inquiries concerning this letter, please provide the reference number
shown above when calling or sending written correspondence.
Should you have any questions, please call us toll-free at 1-800-225-1581. One of our service
representatives will be pleased to assist you.
Sincerely,
v~~ 4!L
:Jereflli Sala
Putnam Investor Services
enc. Form W-9
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t Sovereign Bank
Succeru is ('1Jnfidence. ~t> C(~n help Jt.lU g<1 tht..lf-e:M
Court Ordered Processing / MA I MB3 02-10
P.O. Box 841005
Boston, MA 02284
June 22, 2007
Stone LaFaver & Shekletski
Attorneys at Law
P.O. Box E
New Cumberland, P A 17070
RE: Estate of: Arietta M. Spangler
Date of Death: May 28, 2007
Dear Mr. Shekletski:
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,
/~ ..,
! I [ c.
'\ '. )
"i"'\~" ')/;. i. C t'-'~,/
r ......Jr~ '-
I
Linda Spavento
Team Leader
Court Order Processing
(617) 533-1789
(617) 533-1931-fax
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Arietta M Spangler
172-01-1894
May 28, 2007
Account #: 1991024045 Type: Money Market
In the name of: Arietta M Spangler or Diane EScott
Date of Death Balance: $7,315.42
Int.(YTD) from 1/1/2007 to 5/14/2007
Accrued interest to date of death: $0.96
Other Info:
Open date: 11/8/1 996
$10.42
Page 1 of 1
\,I~-'U-'UUI
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rrum-W~~MUYI~ "~I IU"~L ~~"~
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tI..~!D. 2079899
WilChovia Bank N.A.
BalaDcc Ccmfumatlan ScrviCC9
POBox 400'.!8
RomckC; VA 240.22-7313
hllle 19, 1007
PA 6598 WACRO\'JA
A TTN: MARY ANN R'F.R.RMA VT\
.. '"
.
s t;liJ~C'r: Verification / Co!l.fi:rmalion of AccolQlt aucl Halamt;e lnformation provided 10r.
Cu~omer: ARIEITAM91ANGLER (SSNf# 172-01-1894)
Dllte of Deatb: May 28, 2007
Deposit AccoUDt IDfomlltiou
AccOIInt Al:cOUllt Dille ofDcat:b A"tlIlllC Date MlItuciry In''~J[ Aeetued \'1'0 Dito
T)'JIe l'lqall>", BalaGc :Bulllllec. Opened tl:ue Ram In.lcrc" lalClc~ POI.ill Closed
CHF(;KTNCT 1 ono~7141 H~7 Sl,241.7.~ 11 ~1I1 9711 :&0.01 $0.27 6i14~OO7
LEGAL lTI1.E; ARlEITA.M. SPANGLER.
PO~. DIANE. E. SCOTT
CLOSING BAU\.Nct; $672.40
SAVINGS 3067~80286162
LEGAl.. nn..E; AIUl;nAM. SPANC3IJ!1l
POA.DIANE E. SCOlT
CLC,"llNG BA.:LANCE, $ 1 S01.l4
il,Sill.OO
111111971
SO.04
$126
e!14i2007
.0110 to I~(om llmllauou, we t'IUl anlyprl;l\';de ..""..elvc moIItIl :tW.CII!e ~ OJ!. depCKilary lCCQlJ.It.~.
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RIlkllllLCC 10; 207 9S!l~
No lilllg lJgpClliI H~ IQund tor C:USlOlIll:r.
· Dat~ of deiilh bllaDce doe. DOt inchldl: aettucd lDtarc:9t
· If date of death OOClm'S OIl a weekmd or Il holidilY. date of de~ b.wwc does not Jncludc my ~Qtiom tbat W~
made dudng !bat time: pmod.
~ .~ Q,. s....Jf
Teteaa B~
S~fccntcT AMoclate:
PL=~; (540)563-7323
pll-b; lb
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
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
rincipal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
VISA:
Account Number/Suffix
Date Account Established
Balance at Date of Death
Name of Joint Cardholder
Estate of: AR/ETTA SPANGLER
Date of Death: May 28, 2007
Social Security Number: 172-01-1894
~1~
MEMBERS 1st
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
48369-00
07/12/1985
$25.57
$.00
$25.57
Diane E. Scott
07/12/1985
48369-05
02/15/2003
$81,309.42
$151.57
$81,460.99
Diane E. Scott
02/15/2003
412144999483691
11/26/1986
$.00
None
~MBERS 1 ST FEDERAL CREDIT UNION
~~Llt ~ .ru~
Danielle A. Kline
Insurance Services Specialist
June 28, 2007
:)111 J( I (llLll\l' I)r1W . )10. Bn:-; -+1) . Ml'ch,lllil'\burg, Pl'IlIhylnlll.l 1711:):) . (717) (,In _II hI. \\\\"\V.1l1l'1l1ber\ I \t.org
( , --- ., ~~~~~c,~~ ~ropollal
',1 LAMAR F. SCHWARTZ i
GENERAL CONTRACTOR I
'I 403 Green Street I
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\ ii' WI' proposI' hereby to furnish material and labor - complete in ~ccordance with above specifications, f~r the-sum of!!
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I' r'p-,~y~ent to be mad';; as fCII;;;;;;~-,-'--,-~~---~-----"-'---~ dollars (~-~ ---:---- ).
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InlJol'~'lng extra costs '/\rIll be executed cnly L..:pon 'NrJtten orders. and '~vlH become an extra l;;;Jl'- _~ -------II
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i Qr delays bc:,'(md our control. Owner to carry fire. tornado dnd other necessary insurance. Note: This proposal may be II
" Ow wor'"rs ilre fully co'/ered by Workman's Con'pensatlon Insurance Withdrawn by us if not accepted within days. ~
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rr Acceptance of IJroposa( - The dbove price, speCltlcdlions )", ,.>~: ,(/d- A']'
: 'I ,ind condlt"l":, are s,lt!';tadOry. :mcJ ~re hereby accepted. You are ilutho/'lled Signature --L~~~~~~_ ~<t.#. _~ : I
'I to do the '.'ior" :,,; ',per:lf,,'d, P:J;lnent wdl be ITl:Jde as outlined above, ..-<7'" ~ a ~ L.. ~ _ / I
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LAMAR F. SCHWARTZ
GENERAL CONTRACTOR
403 Green Street
TREMONT, PA 17981
(570) 695-2730
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LAMAR F . SCHWARTZ
GENERAL CONTRACTOR
403 Green Street
TREMONT, PA 17981
(570) 695.2730
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PROPOSAL SLJ8MITIED :rc;------------ ____H________._ ----- ----------- ----+------.-PHOf\JE .~--~-- -------.-OATE-----------
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ep\poa\SPANGLERscott
POWER OF ATTORNEY
(A Durable Power of Attorney)
NOTICE
THE PURPOSE OF THIS POWER OF ATTORNEY IS TO GIVE THE PERSON YOU
DESIGNATE (YOUR "AGENT") BROAD POWERS TO HANDLE YOUR PROPERTY, WHICH
MAY INCLUDE POWERS TO SELL OR OTHERWISE DISPOSE OF ANY REAL OR PER-
SONAL PROPERTY WITHOUT ADVANCE NOTICE TO YOU OR APPROVAL BY YOU.
THIS POWER OF ATTORNEY DOES NOT IMPOSE A DUTY ON YOUR AGENT TO
EXERCISE GRANTED POWERS, BUT WHEN POWERS ARE EXERCISED, YOUR AGENT
MUST USE DUE CARE TO ACT FOR YOUR BENEFIT AND IN ACCORDANCE WITH THIS
POWER OF ATTORNEY.
YOUR AGENT MAY EXERCISE THE POWERS GIVEN HERE THROUGHOUT YOUR
LIFETIME, EVEN AFTER YOU BECOME INCAPACITATED, UNLESS YOU EXPRESSLY
LIMIT THE DURATION OF THESE POWERS OR YOU REVOKE THESE POWERS OR A
COURT ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHORITY.
YOUR AGENT MUST KEEP YOUR FUNDS SEPARATE FROM YOUR AGENT'S FUNDS.
A COURT CAN TAKE AWAY THE POWERS OF YOUR AGENT IF IT FINDS YOUR
AGENT IS NOT ACTING PROPERLY.
THE POWERS AND DUTIES OF AN AGENT UNDER A POWER OF ATTORNEY ARE
EXPLAINED MORE FULLY IN 20 PA. C.S. CH.56.
IF THERE IS ANYTHING ABOUT THIS FORM THAT YOU DO NOT UNDERSTAND,
YOU SHOULD ASK A LAWYER OF YOUR OWN CHOOSING TO EXPLAIN IT TO YOU.
I HAVE READ OR HAD EXPLAINED TO ME THIS NOTICE AND I UNDERSTAND
ITS CONTENTS.
ARl-0fi1:. !;0;Nf;;/f<L
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(Da te)
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I, ARIETTA M. SPANGLER, of Mechanicsburg, County of Cumberland,
Commonwealth of Pennsylvania, hereby appoint DIANE E. SCOTT, as my
true and lawful agent to act in, manage, and conduct all my estate and
all my affairs, and for that purpose for me and in my name, place, and
stead, and for my use and benefit, and as my act and deed, to do and
execute, or to concur with persons jointly interested with myself
therein in the doing or executing of all or any of the following acts,
deeds, and things to the fullest extent possible as provided in
Chapter 56 of the Pennsylvania Probate, Estates and Fiduciaries Code
as presently in effect and as hereinafter amended or in any statutory
provisions which may hereafter be substituted therefore:
(1) To engage in all real property transactions including the
power to sell and convey all of my real property, and any interest or
right therein, including but not limited to the property known as 105
Erie Street, Borough of Dauphin, Dauphin County, Pennsylvania, upon
such terms as my attorney shall think proper.
GIVING AND GRANTING unto my said agent full power and authority
to do and perform all and every act, deed, matter, and thing whatso-
ever in and about my estate, property, and affairs as fully and
effectually to all intents and purposes as I might or could do in my
own proper person if personally present, the above specially enumer-
ated powers being in aid and exemplification of the full, complete,
and general power herein granted and not in limitation or definition
thereof; and hereby ratifying all that my said agent shall lawfully do
or cause to be done by virtue of these presents.
AND I hereby declare that any act or thing lawfully done here-
under by my said agent shall be binding on myself, and my heirs, legal
and personal representatives, and assigns.
This Power of Attorney shall continue in force and may be
accepted and relied upon by anyone to whom it is presented despite my
purported revocation of it or my death, until actual written notice of
such event is received by such person. In the event of my incom-
petency or incapacity, from whatever cause, this Power of Attorney
shall not thereby be revoked but shall thereupon become irrevocable
during the period of my incompetency or incapacity, and may be
accepted and relied upon by anyone to whom it is presented despite
such incompetency or incapacity, subject only to it becoming void and
of no further effect only upon receipt by such person either of (1)
written evidence of the appointment of a guardian (or similar
2
II
fiduciary) of my estate following adjudication of incompetency or
incapacity, or (2) written notice of my death. This Power of Attorney
shall not be affected by my subsequent disability or incapacity.
IN WITNESS WHEREOF, I have hereunto set my hand this il/~/~ day
I l
, 2004.
of
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(j&1-dl;, /?n 1t'~ /i"/
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ARIETTA M. PAN LER
COMMONWEALTH OF PENNSYLVANIA:
SS.
COUNTY OF CUMBERLAND
On the
3~
day of .4~.. 2004, before me, the
-'
subscriber, a Notary Public, personally appeared the above named
ARIETTA M. SPANGLER, and in due form of law acknowledged the foregoing
Power of Attorney to be her act and deed and desired the same to be
recorded as such.
Witness my hand and Notarial Seal the day and year aforesaid.
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
GERALD J. SHEKLETSKI, Notary Public
New Cumb~rl~nd Bora. Cumberland Co.
My CommIssIon Expires Nov. 9, 2006
~~~~
3
"
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
SS.
I, DIANE E. SCOTT, have read the attached power of attorney and
am the person identified as the agent for the principal.
I hereby
acknowledge that in the absence of a specific provision to the con-
trary in the power of attorney or in 20 Pa. C.S. when I act as agent:
I shall exercise the powers for the benefit of the principal.
I shall keep the assets of the principal separate from my assets.
I shall exercise reasonable caution and prudence.
I shall keep a full and accurate record of all actions, receipts
and disbursements on behalf of the principal.
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.' / ..' t Sfi) ~~-~/~ /
DIANe E. S 'OT'1/
(Agent)
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'(Dat) /
4
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COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
On this, the 3,u day of ~7-C;~(3--
,
, 2004, before me
the undersigned officer, a Notary Public, personally appeared DIANE E.
SCOTT, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal
the day and year first above written.
.~~~~
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
GERALD J. SHEKLETSKI. Notary Public
New Cumberland Bora. Cumberland Co.
My Commission Expires Nov. 9. 2006
5