HomeMy WebLinkAbout11-19-07
z
o
~
:;)
l-
ii:
tJ
w
D!:
z
o
;::
~
:;)
Q.
:E
o
u
~
.
FlEV-1500 ex . (El-OO)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 1 -0 7 0 8 9 9
CQijNYVCOOE --y""EAR- - - NUMBER- -
COMMONWEAL TH OF
:JENNSYL VANIA
DEPARTMENT OF REVENUE
DEPT,280601
HARRISBURG, PA 17128-0601
",FFICIAL ,JSE JNL'
- ~_._- ._-_..__._~
I-
Z
w
Q
w
U
w
Q
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
HOLDER EVA
DATE OF DEATH (MM-DD-Year)
M.
DATE OF BIRTH (MM-DO-Year)
245-22-6080
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
09/14/2007 02/02/1922
(IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
I!!
~Slll
ulII:~
w~H
=11I:..1
Utili
oC
IRJ 1. Original Retum
o 4. Limited Estate
IRJ 6. Decedent Died Testate (Allach copy of Will)
o 9. Litigation Proceeds Received
o 3. Remainder Retum (date of death prior 10 12.13-82)
o 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election 10 tax under See. 9113(A) (Allach Sch 0)
o 2, Supplemental Retum
o 4a. Future Interest Compromise (date of death after 12.12.82)
o 7, Decedent Maintained a Living Trust (Allach copy ofTrusq
o 10, Spousal Poverty Credit (dalIIofdeath between 12.31-91 and 1-1-95)
...
z
!l
z
2
III
~
~
u
:,!lJliSisEcnON ."UST BE COMPLETED; AI.:.L CORRESPONDENCE AND CONFIDeNTIAl:. TAxINFORMAnON 'SH()Ol.D8EDII~ECTED'TO:'!;iii;:
NAME COMPLETE MAILING ADDRESS
ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
USE ONl..1tl
-'''In'
mC)
G-)O
~~.Jl eg
r:::J rn
\D ,_,.J 0
<:"::") 0
-0 "r',-n
:::I: -::;;: :!J
- ;=:; ~
- r--
<"")0
'-n
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
120,113.3
6. Jointly Owned Properly (Schedule F) (6)
o Separate Billing Requested
-.I
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(8)
146,995.35
12,197.03
107.50
(11)
(12)
(13)
12,304.53
134,690.82
14. Net Value Subject to Tax (Line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
134,690.82
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
134,690.82 X ~(16) 6,061.09
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 6,061.09
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
},,,,:.~:i';?/~;{,:,;/:,.\~,., "> >':BE'SUftE:TO ANSWER'ALt'QUESTlONS ON'REVERS'ESIDE ANI) RECHECK MATH '< <~.?;j}',,/"\.;:... ,.;).~,i
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
CITY
CARLISLE
STATE
PA
ZIP
17015
Decedent's Com lete Address:
STREET ADDRESS
2085 RITNER HIGHWAY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6,061.09
303.05
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
303.05
TotallnteresVPenalty ( 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)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
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 No
a. retain the use or income of the property transferred; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IX!
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 00
0.00
0.00
5.758.04
5.758.04
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 peljury, I declare that I have examined this return, inctudi~ accompmying schedules and stalIlments, and flllhe best of my knowledge and belief. it is true, correct and complete.
Declar8lion of preparer other than the personal represenlalive is based on all Information of which preparer has any knowledge.
SIGNATURE OF PERS: RESCS.:hl~RN / Ik;(; 7
ADDR~ MILLERS GAP ROAD ' .
ENOLA PA 17025
SIGNATURE OF PREPARER HER THAN REPRES~NTAWE . DATE
- ~ If t6 0'
ADDRESS 60 WEST P F ET STREET
CARLISLE
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 exemot 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 tne decedent's lineal beneficiaries is 4.5%, except as noted in 72 P,S. ~9116(1.2) [72 P,S, 99116(a)(1)J,
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)J, A sibling is defined, under Section 9102, as ar,
indiVidual wno has at least one parent in cammor with the decedent whether by blood 0' adoptior
REV-1503 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
HOLDER
EVA
FILE NUMBER
M. 21 07
All property jointJy-owned with right of survivorship must be disclosed on Schedule F.
0899
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
50,236.45
CHARLES SCHWAB
SECURITY DEPOSIT ACCOUNT #4423-0897
2.
PPL CORPORATION - CUSIP # 69351T106
786.647 SHARES @ $48.84 = $38,419.84
ACCOUNT #3037772300
PPL CORPORATION - CUSIP #69351T106
641.330 SHARES @ $48.84 = $31,322.56
ACCOUNT #3037772270
MURIEL SIEBERT & CO., INC.
PRIME FUND CAPITAL RESERVES (FPRXX) CUSIP #650914203
134.50 X $1.00 = $134.50
38,419.84
3.
31,322.56
4.
134.50
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
120113.35
REV-1508 EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOLDER EVA
ITEM
NUMBER
1.
FILE NUMBER
M 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.
0899
DESCRIPTION
SOVEREIGN BANK - CHECKING ACCOUNT #2891036611
VALUE AT DATE
OF DEATH
16,654.81
2.
SOVEREIGN BANK - CERTIFICATE OF DEPOSIT #3385172428
10,227.19
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
26 882.00
REV-1511 EX .. (12-99)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOLDER EVA M.
FILE NUMBER
21 07
0899
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. EWING BROTHERS FUNERAL HOME 3,658.43
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)JEIN Number of Personal Representative(s)
Street Address
City State Zip
Yea~s) Commission Paid:
2. Attomey Fees IRWIN & McKNIGHT 7,600.00
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS 302.00
5. Accountanfs Fees
6. Tax Retum Preparer's Fees PATRICIA A. ROSENDALE, CPA 350.00
7. REGISTER OF WILLS - FILING FEE 30.00
8. NOTARY FEES 15.00
9. CUMBERLAND LAW JOURNAL - ESTATE NOTICE 75.00
10. THE SENTINEL - ESTATE NOTICE 166.60
TOTAL (Also enter on line 9, Recapitulation) $ 12197.03
Debts of decedent must be reported on Schedule I.
(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
HOLDER EVA
FILE NUMBER
M. 21 ~
Include unreimbursed medical expenses.
0899
ITEM
NUMBER DESCRIPTION
1. CONTINUING CARE RX - MEDICAL
VALUE AT DATE
OF DEATH
5.00
2. KENNEDY CONSTRUCTION - REPAIRS
102.50
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
107.50
REV:"" "'. '.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
HOLDE!=; EVA M ?1 07 nRQQ
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(l) OF ESTATE
I. TAXABLE DISTRIBUTIONS pnclude OU~ht s~sal distributions, and transfers under
Sec. 9116 (a (1. )]
1. JAMES C. HOLDER Lineal
92H MILLERS GAP ROAD 1/5TH REMAINDER
ENOLA, PA 17025
2. ELIZABETH A. FINNEGAN Lineal
2085 RITNER HIGHWAY 1/5TH REMAINDER
CARLISLE, PA 17015
3. M. LUCILLE H. McCONOGHIE Lineal
62 N. ORANGE STREET 1/5TH REMAINDER
CARLISLE, PA 17013
4. BARBARAL.BUSTERNA Lineal
4603 N. CLEARVIEW DRIVE 1/5TH REMAINDER
CAMP HILL, PA 17011
5. PATRICIA L. SUCHOCKI Lineal
1365 WILLIAMS GROVE ROAD 1/5TH REMAINDER
MECHANICSBURG, PA 17055
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
I, EVA M. HOLDER, of the Borough of Carlisle, Cumberland County, Pennsylvania,
declare this instrument to be my last will and testament, hereby expressly revoking all wills and
codicils heretofore made by me.
I. I direct my executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death, and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate to my
husband, James B. Holder, providing he shall survive me by sixty days.
4. Should the gift in Paragraph No.3 not take effect, I devise and bequeath all of my
estate of every nature and wherever situate to my five (5) children, share and share alike, the
child or children of any deceased child taking the share their parent would have taken if living.
5. I nominate and appoint James B. Holder to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint James Charles Holder, as substitute executor, with the same powers as are given herein
to my executor, and also without the filing of any bond.
6. I hereby suggest that my personal representative retain the servIces of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 8TH day of May,
1998.
"',
~'r7 ~ / .0" //-
~ ?4.r->' //2 ' )~~
- EVA M. HOLDER
(SEAL)
Signed, sealed, published and declared by EVA M. HOLDER, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
~Jft~/ eda/
'1{~~~
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, EVA M. HOLDER, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
fIrst duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will, and that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of
their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
'{ fLl~ ft '1J.u.e -R..
MARTAA . NOEL
COMMONWEAL TH OF PENNSYL VANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by EVA M. HOLDER, the testatrix
herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L.
NOEL, witnesses, this 8TH day of May, 1998.
//~3.~
, .' N tary Public
Notarial Seal
Aager B. Irwin. Notary Public
eiHlIlfft Borc, Cumberland County
My Commission Expires Oct. 3. 2000
Man;1J6r Pennsylvania Association of NoWii!S
O:::r-..c: N r- (V) N LJ")
liJO'\.;J 0'\ .-l (V) "'"
Cleo I1J .. eo
...:10 <Ll CIl0 0 1.0 1.0 iij
O(V)Cl <Ll(V) 0 (V) (V) e:
::r:N ..-1 N >, N "I 0
'"
<<:l" '+-<+J<<:l" +J ~
~<<:l" o ..-1 <<:l" ..-1 0 0
:> ,... ,... lV LJ") LJ") ...
liJ Q) ;:j .. ;:j ;:j <I)- :l
.;J .;J UCl Url 0
'+-< C I1J <LlH lV I1J >.
...
0 ;:)Clen en:> .E
0 <Ll
lV U "'+-<rl 0 "'0
~ U <Ll 0..-1 0 Ql
"'0
I1J ~ 0.. [... +J 'S
+J >,,... C 0 o .
..."'0
CIl E-t lV H <I)- o.~
liJ t~ CIl 'ClDe:
"Orl e: Ql
C I1J .- '"
Ql Ql
OZ I1J ;:j .0 ...
0.. ,... '" 0.
Q) > U .- Ql
0:: -.-I U e: '"
Cl ~ 00
~-S
,... CIl E"'O
0 .;J ... e:
....... C ~~
"OlV e: Ql
C S .- .0
11J.;J Ql '"
.r::e:
CIl 1-0
C ;:j -C+:i
@ I1J ." Ql ltl
lV"O !~
CU ::E~ e:o.
!!! E
ltl 0
U :l U
'ClDiij
.- ~~
c: ....ltl
o E
e: Ql
"0 d e:.r::
ltl....
..-1 u ltl
CU (tl c '" E
....... C "''ClD
~ CIl Ql e:
en ~ e:._
C 0 lV Ql E
0 ...:I .;J . ~o
..-1 0 it) 0.1:
+J C C'W') E Ql ;:::
= I1J "0 ~. 00. 0
;:j C ....... u ... '-
rl ~ liJ . "'O.E N
0 I1J Ul <Ll C e: Ql e.
:> ~ 0 0'1 C ~;g III
........ ..-1 I1J 00 ~
.- lV ..c: rl 0.. u'"
+J 0'1 0 . !!! e: ...,
.... .... :l8- '"
I1J ..-1 '+-< u '" '"
ca +J ::r: +J - ~~ ...,
CIl H Ciii a::
liJ 0 "'.... ::;
0.. U .~ 0
= .... e: ;:::
.. :l '"
0 .0 .- Ol
- -"'0 V
en Ql e: ~
== :Qltl
I: .!!! Ql 0
0 -u N
,- Ql-- :!.
... >
-= Ql"'O 0
.oltl (Xl
CU BS Ol
....... = N
U) 0 0
c:r "'OQl ~
0 "I Ql >
CU 0 0 ...I:: >.-
0.. 0 ... Ql'ClD
=....
:> 0 'i Ql 0 U
.- liJ 0.. .oe: "-
.... :> '" '" (jj
liJ ...I:: Ql Ql 0;
E-t U u 0
.- :;"'0 ~
Z I: o . E
I- D E-t I! '" g '"
0 en E-: :z:
= c U liJ -= -c
0 u 0:: o .
... 0 '"
r- r- r- -.-I ~ liJ -= -(,) >
U 00 0 >,+J E-t ; al~ 0;
00 0 +Jo.. E-t Z LJ") lJl
"INN -.-I '.-1 H H <<:l" e:.o ~
CU ..................... H H en ...I:: :s~ l!l
<<:l" <<:l" I.D ;:j U 0 :>::: 1.0 U .o.r:: .c
............."1 U CIl 0.. Z (V) en o u QO
en Qle/) 'C:
.............. ....... lV lV liJ ~ "I
0'\ 0'\ 0 enCl Cl (tl Ciii .0", <(
00....... 0 =Ql
U .i~ u
(V) "I LJ") .5! .s
..c:t ....... (V) <I)- e:.r::
tV 0(,) c:i
lV .;J 0 1.0 .. ~~ U
; ..c: +J I1J 0 (V) Q)rlrl liJ = E c: ~
+J I1J Cl CIl H "I ;:j I1J I1J ...:I 0:: 0 ... 0 ~
11J0 lV I1J 0 rl ;:j.;J E-t liJ >0 .EQl ~
lV 0'1 1-10.. LJ") I1J H 0 H 0 c: '"
0 C C I1J :> UE-t E-t ...:I ... -- :l .c
,- u
0 -.-I ..c: 1-1 U 0 en "'- rJ>
....ltl
-= '+-< ..-j II) en 0 rl~ E-t ::r: ':; 0-- lJl
O+J II) I1J Z ::l~ '"
I1J Q) +J rl D ::E CU 0'", 'l5
U lV ;:) U ....... "I 0 I1J 0 iijE .c
+J rl 0 E-t+J U ~ '" .S:! E u
I1J I1J 1-1 0 U :> ca ... 0 "-
en o u 0
0:>0.. E-t ~ i:Ll CU 'lije: 0
- ~
~ .- 0
Ie:
charles SCHWAB
Account Statement
Retain lor Your Records
Brokerage Account
Account Number: 4423-0897
Going paperless is easy. Log 011 to:
www.schwab.com/estatements
Questions? Call 1-800-435-4000
Banking Inquiries: CaB 1-1JOO-435..4OOO
Statement Period: September 1, 2007 to September 3D, 2007
Last Statement: Auaust 31. 2007
Account Opened in: 1999
Page 1
28IlIfl..PN9M2104-014211-SMl-I70251009005 253633 .1.2
EVA M HOLDER
92H MILLERS GAP RD
ENOLA PA 17025-1009
o
.....
....
I\)
.....
.....
I Account Value Summary
Cash, Money Market, and Deposit Accounts
Investments
Total Account Value
I
$ 50,200.13
$ 37.53
$0.00
$ 50,237.66
$ 50,237.66
I Chanae in Value Summary
Starting Account Value
Transactions & Income This Period
Change in Value of Investments This Period
Ending Account Value
Change In Account Value Since 1/1107
I Rate Summary
Deposit Accounts: Interest rate as of 09/28 (Z)
0.75%
I Investment Detail
Descr;otion
Cash, Money Market, and Deposit Accounts
DEPOSIT ACCOUNTS (X,Z)
Svmbol
Quantity
I nt'IQl.<;hnrt
Price
Market Value
$ 50,237.66
I Total Account Value
$ 50.237.sq
l Transaction Detail
Settle Trade
Date Datil Transaction Descriotion
Cash, Money Market, and Deposit Accounts Activfty
09/17 09/15 Bank Interest (X,Z) BANK INT 081607-091507
Quantitv
Price
Total
.
o
o
o
o
.....
....
I\)
.....
.....
o
.....
o
I\)
o
.
$ 37.53
Please see "Footnotes for Your Account" section for an explanation of the footnote codes and symbols on this statement.
o 200l Charles Schwab & Co.,lnc. All rIghIs r--.t. Mentler SIPC. CAS 22640 (OOOHl386) STP10479Rl-03 (12104)
PN9M2104-Q14211 253833
~
.
Dividend Reinvestment Plan Account Statement
lii;"_;~~,~~U~J.J!n.,.;~F~MIK.uit~.ln'.Wi:t";'.t."""l'.r..',~~ii{;ii;!;;il
Questions: U.S. telephone number TOLL FREE 1-866-280-0245 Outside US.: 651-453-2129
For online account information, please visit www.shareowneronline.com
Fax number for transaction requests: 651-450-4085 Cusip # 69351T 1 06
. ,
, ,I I I
"'a..,"
pp";"i1~:
. ..,
'... T'"
Account Summary
Page 1 of 1
PPL Corporation
Account# 3037772300
JAMES B HOLDER &
MRS EVA M HOLDER JT TEN
92H MILLERS GAP ROAD
ENOLA PA 11025
Year-to-Date Amounts - Common
Gross Dividend Reinvested
Federal Tax Withheld
Nonresident Alien Tax Withheld
Cash Investments
T otallnvested
Commissions Paid by Company
(Year-la-Dale Activity
Tran..ction or
Settlement Date
Transaction
Type
ORWARD
Div Reinvested
Div Reinvested
Div Reinvested
Div Reinvested
Transferred Out
Your tra
Share Balances
Div Reinvestment Plan
Certificate(s)
Direct Registration
Total Common Shares
$926.84
$0.00
$0.00
$0.00
$926.84
$0.86
Account Value
Market Value Date
Market Value Price - Common
Account Market Value - Common
October 30, 2007
Current
0.000
0.000
0.000
0.000
1 0/29/07
$50.76
$0.00
)
Total Share.
Held in Plan
770.228
776.031
781.677
786.647
791.715
0.000
PPL Corporation is participating in the Direct Registration System ("DRS"). You may choose to have your Plan and/or DRS shares electronically delivered to or from
your shareowner account. For information concerning authorization of electronic share movement, please conbct your Broker!Dea!er.
Detach here. Forward bottom portion to the address shawn below. For other transactions see reverse side.
Transaction Request
Mail to: Shareowner Services
PPL Corporation PP01
Dividend Reinvestment Plan
PO Box 64856
St Paul MN 55164-0856
o Please change my address as indicated.
JAMES 8 HOLDER &
MRS EVA M HOLDER JT TEN
92H MILLERS GAP ROAD
ENOLA PA 17025
1111311 ~1311lllllll11J11311 ~I ~IIII
Gross Amount of
Transaction
Taxes
Withheld
Net Amount of
Transaction
Price
par Share
Shares Increased
or Decreased
PPL Corporation
Account# 3037772300
OPTIONAL CASH PURCHASE ELECTION
o Enclosed is a check made payable to Shareowner Services
Maximum $80,000.00 per year
Shareowner Services will process your purchase instructions
according to your Plan prospectus upon receipt of your properly
completed request which includes account number or SSN and
reference to the PPL Plan. We will not be liable for any claim
ariSing out of failure to purchase shares on a certain date or at
a specific price.
Requests submitted on this form will only affect Dividend
Reinvestment Plan shares, not shares held in DRS.
l"-
e
e
...
.....
'"
..,
0..
H
C'-
N
LI1
et::
01 Ira
30
$36.5024
$41.9215
$47.9735
$47.3420
$0.0000
een proces
for: $ I
III1III1IIII ~II JIIII
DRPOO10874
Dividend Reinvestment Plan Account Statement
lli....c;Il1.!!.i:.~~.fif!~i~'.~._~~I"L~~~;~~~;HI)i~;;/;'4;;;1
Questions: U.S. telephone number TOLL FREE 1-866-280-0245 Outside US.: 651-453-2129
For online account information, please visit www.shareowneronline.com
Fax number for transaction requests: 651-450-4085 Cusip # 69351T106
, ' ,
, , a, I
'" , ... " ..
pp"'\Il~:
. ",
" T""
Account Summary
PPL Corporation
Account# 3037772270
Page 1 of 1
PPL Corporation is participating in the Direct Registration System C'DRS'l You may choose to have your Plan and/or DRS shares electronically delivered to or from
your shareowner account. Fer information concerning authorization of electronic share movement, please contact your Broker/Dealer.
MRS EVA M HOLDER
92H MILLERS GAP ROAD
ENOLA PA 17025
Share Balances
Div Reinvestment Plan
Certificate(s)
Direct Registration
Total Common Shares
Year-to-Date Amounts - Common
Gross Dividend Reinvested
Federal Tax Withheld
Nonresident Alien Tax Withheld
Cash Investments
Total Invested
Commissions Paid by Company
( Year-to-Date Activity
$755.63
$0.00
$0.00
$0.00
$ 755.63
$0.70
Account Value
Market Value Date
Market Value Price - Common
Account Market Value - Common
Tranaction or
Settlement Date
Transaction
Type
Gross Amount of
Transaction
Taxes
Withheld
Net Amount of
Transaction
Price
per Share
Shares Increased
or Decreased
ORWARD
Div Reinvested
Div Reinvested
Div Reinvested
Div Reinvested
Transferred Out
$0.00
$0.00
$0.00
$0.00
$0.00
een process
Detach here. FOlWaro bottom portion to the address shown below. For other transactions see teVerse side.
Transaction Request
PPL Corporation
Account# 3037772270
October 30, 2007
Current
0.000
0.000
0.000
0.000
1 0/29/07
$50.76
$0.00
)
Total Share.
Held in Plan
627.944
632.675
637.278
641.330
645.462
0.000
OPTIONAL CASH PURCHASE ELECTION
o Enclosed is a check made payable to Shareowner Services
Maximum $80,000.00 per year
Shareowner Services will process your purchase instructions
according to your Plan prospectus upon receipt of your properly
completed request which includes account number or SSN and
reference to the PPL Plan. We will not be liable for any claim
arising out of failure to purchase shares on a certain date or at
a specific price.
Requests submitted on this form will only affect Dividend
Reinvestment Plan shares, not shares held in DRS.
Mail to: Shareowner Services
PPL Corporation PP01
Dividend Reinvestment Plan
PO Box 64856
St Paul MN 55164-0856
for: $ I
o Please change my address as indicated.
MRS EVA M HOLDER
92H MILLERS GAP ROAD
ENOLA PA 17025
1111311 ~131~ tll tl~ tlJIIJll1 tll ~III
I III!I II!III Pill-I III
DRP0010673
r-
o
o
...
...
I.!I
'"
Do
....
l"-
N
LI'l
a::
01 Ira
29
PPL:'Historical Prices for PPL CORP - Yahoo! Finance
Page 1 of2
YahoWEilcMJn_l1IDhclNlill1Mtgn Out Help
"bJIootFINANCE
Dow ... 0.43% Nasdaq'" 0.45%
Man, Nay 5, 2007, 11 :35AM ET - U.S. Markets close In 3hrs 25m Ins.
GD' QlUOlP
Symbol Lookup
Finance Search
PPL Corporation (PPL)
Active Tr aders
1 Fidelity
At 1l:14AM ET: 51.47 ... 0.36 (0.70%)
Historical Prices
Get Historical Prices for: mmml GOI
SET DATE RANGE
ADVERTISEMENT
Start Date: ~~p.' 14
End Date:~~pI14
2007
Eg. Jan 1,
2003
@Daily
o Weekly
o Monthly
o Dividends Only
Get Prices .
Date
Open
High
Low
Close
Volume
Adj
Close.
FidelitY s
Active
Trader tools
can help you
trade smarter.
First I Prev I Next I Last
PRICES
14-Sep-07
48.73
49.02
48.56
48.84 1,714,100 48.84
. Close price adjusted for dividends and splits.
First I Prev I Next I Last
,1J,; Download To Spreadsheet
FicWlty 8rolc..ag. SeMces.
~ NYSE. 511'(;454133
Ell Add to Portfolio '.Gr Set Alert 13] Email to a Friend
http://finance.yahoo.comlqlhp?s=PPL&a=08&b=14&c=2007 &d=08&e= 14&f=2007 &g=d
11/5/2007
.-
MURIEL
SIEBERT
&
co., I N C .
October 18,2007
~ICIUytt~
OCT 20 2001
Mr. Roger B. Irwin
West Pomfret Professional Building
60 West Pomfret Street
Carlisle. PA 17013-3222
IR WIN & IV!cl-J\JIGHT
Re: Estate of Eva M. Holder
ON7-664065
Dear Mr. Irwin:
As per your request, this is the date of death values as of September 14,2007 for the above referenced
account:
Description
Symbol
Cusip
Quantity
Price (9/14/07)
Prime Fund
Capital Reserves
FPRXX
650914203
134.50
1.00
Net Value alo September 14, 2007$134.50
The account is an individual brokerage account in the name of Eva Holder.
The account was established on February 13, 1995.
No change of ownership has occurred.
No other accounts were found at Muriel Siebert & Co., Inc. that belong to Ms. Holder.
If! can be of further assistance, please feel free to contact me at 1(800) 872-0444, Muriel Siebert & Co.,
Inc.
\
U1 Pavonia Avenue, Jersey City, NJ 07310 Phone: 201.459.7292 Toll Free: 1.800.872.0711 Fax: 201.239.5741
Beverly Hills: 1.800.995.7880 Boca Raton: 1.800.728.3352 and 1.800.800-3215 Naples: 1.800.293.3891
New York: 1.877.327.8379 Palm Beach: 1.800.909.4503 Surfside: 1.800.773.2980
www.siebertnet.com
h4 I:' hi A CD.... V c C ... A C'..... A...."' ro I ft _
...__a_. ._...__ ~_._
. Sovereign BanK
Court Ordered Processing \ Decedents - MAI-MB3-02-10 - P. O. Box 841005 - Boston. MA 02284
October 10.2007
~iClty1t~
OCT 1 3 2007
Roger B. Irwin
Irwin & McKnight
60 West Pemfret St
Carlisle. PA 17013-3222
{~Wl>l &.McKNIGHT
RE: Estate of Eva M. Holder
Date of Death: 9/14/07
Dear Roger B. Irwin:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in .
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
~o.Q~:~-u
Laurie DiGianH6menico
Team Leader
617-533-1789
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Eva M. Holder
245-22-6080
September 14, 2007
Account #: 2891036611 Type: Checking
In the name of: James B. Holder or Eva M. Holder
Date of Death Balance: $16,654.81
Int.(YTD) from 1/1/2007 to 8/1912007
Accrued interest to date of death: $7.41
Other Info:
Open date: 9/21/1995
$59.75
Account #: 3385172428
In the name of: Eva m. Holder
Date of Death Balance:
Int.(YTD) from 3/1912007
Accrued interest to date of death:
Other Info:
Type: CD
(Elizabeth Ann Finnegan POA)
$10,227.19
8/31/2007
$23.70
Open date: 3/19/2007
to
$227.19
Page 1 of 1
Ewing Brothers Funeral Home, Inc.
630 South Hanover Street
Carlisle, PA 17013-
(717)243-2421
September 21, 2007
James C. Holder
92H Millers Gap Rd.
Enola, P A 17025
The Funeral Service for Eva Margaret Holder
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
1HE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING 1HE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff. $1150.00
1. FACILITIES AND SERVICES
Memorial Service. . . . . . $775.00
All facilities etc. . . . . . . $135.00
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home. $235.00
Death certificate retrieval . $60.00
C. SPECIAL CHARGES
Direct Cremation. . . .
FUNERAL HOME SERVICE CHARGES
mE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED . . . . . . . . . . . . . .
$265.00
51610.00
51610.00
Cash Advances
Clergy/Mass Offering, . . . . . .
Certified Copies of the Death Certificate .
Coroner's Authorization fee. . .
Register book, Mem Fldrs, TV cards
Slide show Prod & TV usage
Cremation pouch. . .
Sentinel Obit with photo.
Patriot Obit. . . . .
Music (Andy Hoke). .
TOTAL CASH ADVANCES AND SPECIAL CHARGES.
$100.00
$72.00
$25.00
$160.00
$125.00
$35.00
$195.10
$351.33
$75.00
51138.43
Total
Total Cost. . . . . . . . . . . . . . . . . . .
. (, $3758.43 \
~()\I~ tf fle~ )
.
SUB-TOTAL
INITIAL PAYMENT I DISCOUNT I CREDITS
TOTAL AMOUNT DUE
$3758.43
100.00 --:::.
53658.43
Co. nth. ColLA't V J4
W";)~ 0 1= \J e1'
16 &-e- ~ c-~N"'d
The unpaid balance over 30 days is subjected to aLSO % service charge per month. 18.0000 % per annum.