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15056041125
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
207
031
8
Date of Birth
16222 2 2 3 0
o 3 2 3 2 0 0 7
082 8 1 926
Decedent's Last Name
Suffix
Decedent's First Name
MI
Lon 9
J e a n
E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[2:g 1. Original Return
o 4. Limited Estate
[2:g
o
o
4a. Future Interest Compromise (date of 0
death after 12-12-82)
7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
o
o
D a v i d
H
8t 0 n e,
E s q u
r e
7177747435
Firm Name (If Applicable)
New
Cumberl and
P A
I REGISTE~F WILLS US~NLY-1
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8 ton e
LaFaver
8 he k let s k,
First line of address
414
B r
d 9 e
8 t
r e e t
Second line of address
City or Post Office
State ZIP Code
17070
Correspondent's e-mail address:dstone@stonelaw.net
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 PERSO RESP. SIBLE FOR FILING RETURN DATE
IZ.z.~O
New Cumberland
PA 17070
New Cumberland
PLEASE USE ORIGINAL FORM ONLY
PA 17070
Side 1
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15056041125
15056041125
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15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Jean E. LonQ
RECAPITULATION
162222230
1. Real estate (Schedule A)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B)
.................................. 2.
205581.44
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D)
........................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)
5.
6 7 6 4 9 . 0 4
2 7 7 8 9 . 2 2
3 2 3 5 1 . 9 8
7 2 4 7 1 . 6 8
4 2 2 3 9 . 3 3
2 6 o . 5 9
4 2 4 9 9 . 9 2
6 8 6 7 1 . 7 6
6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous N\ill:;Probate Property
(Schedule G) U Separate Billing Requested. . . . . .. 7.
8. Total Gross Assets (total Lines 1-7)
........................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . .. . .. . . .. . . 10.
11. Total Deductions (total Lines 9 & 10)
. . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)
. . . . . . . . . . . . . . . . . . 14.
681671.76
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)X.0 _ 0 . 0 0
16. Amount of Line 14 taxable
at lineal rate X .0 0 . 0 0
17. Amount of Line 14 taxable
at sibling rate X .12 6 8 1 6 7 1 . 7 6
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0
15.
o . 0 0
o . 0 0
16.
17.
81800.6
o . 0 0
81800.6
18.
19. Tax Due
................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
lliI
Side 2
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15056042126
15056042126
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REV-1500 EX Page 3
\
Qecedent's Complete Address:
DECEDENT'S NAME
Jean E. Long____
STREET ADDRESS
di6 F !f1eE3nth~treet ____
File Number
21 07 0318
CITY
New Cumberland
I STATE
PA
I
I ZIP
i 17070-
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
81 ,800.61
80,000.00
4,210.53
Total Credits (A + B + C) (2)
84,210.53
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, 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)
0.00
2,409.92
0.00
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
0.00
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 00
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? .................................................................................................. 00 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.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)). The statute does not 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 zero (0) percent [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)). A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 eX' '6-.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Jean E. LonQ
FILE NUMBER
21 07 0318
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
3 shares Agere stock @ $10.210 each
VALUE AT DATE
OF DEATH
30.63
2
1118 shares AT&T Inc. stock @ $39.040 each
43,646.72
3
10 shares Avaya Inc stock @ $11.855 each
118.55
4
3658.405 shares Citigroup-Smith Barney - Income Fund of America C @ $20.510 each
75,033.89
5
3183.265 shares Citigroup-Smith Barney - LMP Municipal A @ $15.200 each
48,385.63
6
37 shares Idearc Inc stock @ $34.450 each
1,274.65
7
16 shares MetLife Inc units @ $32.160 each
514.56
8
313 shares Sovereign Bancorp Inc. stock @ $26.010 each
8,141.13
9
744 shares Verizon Commications Inc stock @ $38.220 each
28,435.68
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
205.581.44
REV-1508,EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Jean E. Long
FILE NUMBER
21 07 0318
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
American Fidelity & Liberty Ins.-refund on premium
VALUE AT DATE
OF DEATH
1,538.82
2
Citigroup-Smith Barney - Bank deposit program
14,608.70
3
M&T Bank-Cert of Deposit No. 031003913918628
Princ. $13,310.00, Inl. $50.53
13,310.00
4
M&T Bank-Cert of Deposit No. 031003913918628 - Accrued Interest
50.53
5
M&T Bank-Cert of Deposit No. 031003913919220
Princ. $16,300.11, Inl. $56.04
16,300.11
6
M&T Bank-Cert of Deposit No. 031003913919220 - Accrued Interest
56.04
7
M&T Bank-Cert of Deposit No. 031003915141912
Princ. $5,000.00, Inl. $365.06
5,000.00
8
M&T Bank-Cert of Deposit No. 031003915141912 - Accrued Interest
365.06
9
Sovereign Bank-Savings Accl. #1054017080
Princ. $15,538.73, Inl. $21.05
15,538.73
10
Sovereign Bank-Savings Accl. #1054017080 - Accrued Interest
21.05
11
Verizon-refund on taxes withheld for May and June
860.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
67 649.04
REV-1509 EX + (6-98)
.
'*
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jean E. Lonq
FILE NUMBER
21 07 0318
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. Joyce L. Long
316 Fifteenth Street
Sister
New Cumberland, PA 17070-
B
c
JOINTL Y.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. 04/19/04 2004 Dodge Stratus SE Sedan @ Kelly Bluebook value 8,870.00 50 4,435.00
joint w/Joyce L. Long dtd 4-19-04
2 A 06/01/04 26 Series HH $500 US Savings Bonds in the name 13,000.00 50 6,500.00
of Joyce L. Long or Jean E. Long, the dec., dtd 7/04
Cert. Nos. 06720220HH thru 06720245
3 A 06/01 10L 37 Series HH $500 US Savings Bonds joint w/Joyce L. 18,500.00 50 9,250.00
Long dtd 6-2004Cert. Nos. 06720183HH thru 06720219~ H
4 A 07/01/0" 6 HH $500 US Savings Bonds in Joyce L. Longs name 3,000.00 50 1,500.00
or Jean E. Long, the decedent dtd 6/20040d Cert. Nos.
06777213HH thru 06777218
5 A 07/01/04 6 Series HH $500 US Savings Bonds joint w/Joyce L. 3,000.00 50 1,500.00
Long dtd 7/2004Cert Nos. 06777207HH thru 06777212H H
6 A 07/12/0e Agere stock joint w/Joyce L. Long 30.63 50. 15.32
3 shs @ $10.21 per sh.
7 A 1 11 106 Alcatel-Lucent stock joint wi Joyce L. Long 322.00 50 161.00
28 shs @ $11.50 per sh.
8 A 01/2010E A T& T Inc. stock joint w/Joyce L. Long dtd 1-20-06 976.00 50 488.00
25 shs @ $39.04 per sh.
9 A 1 11 106 Avaya Inc. stock joint w/Joyce L. Long 142.26 50 71.13
12 shs @ $17.50 per sh.
10 A 10/25/54 Belco Community Credit Union-Christmas Club Acct 400.95 50 200.48
#9790 joint w/Joyce L. Long dtd 10-25-1954 Princ.
$400.53 Int. $.42
TOTAL (Also enter on line 6, Recapitulation) $ 127789.22
T
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Jean E. Long
Decedent's Name
Page 1
21 07 0318
File Number
Schedule F-2 - 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 DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL Y.HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
11 A 10/25/5.:1 Beleo Community Credit Union-Savings Aeet. #9790 22,810.81 50. 11,405.41
joint w/Joyee L. Long dtd 10-25-1954 Prine. $22,774.48,
Int. $36.33
12 A 10/25/54 Beleo Community Credit Union-Whatever Club #9790 76.10 50. 38.05
jointw/Joyee L. Long dtd 10-25-1954 Prine. $75.98, Int.
$.12
13 A 07/13/78 Gartmore Funds Aeet No. 1309651400 Fund #22 11,881.51 50. 5,940.76
in the name of Joyce L. Long joint w/Jean E. Long,
the decedent dtd 7-13-1978
14 A 07/13/78 Gartmore Funds Aeet. No. 1309630600 Fund #22 10,847.74 50. 5,423.87
joint w/Joyee L. Long dtd 7-13-1978
15 A 1 0/26/77 Property located at 316 Fifteenth St., New Cumberland, 161,720.40 50. 80,860.20
Cumberland County, PA joint w/Joyee L. Long dtd
October 26, 1977 at assessed value times CLR (1.14)
SUBTOTAL SCHEDULE F.2 103,668.29
GRAND TOTAL SCHEDULE F.2 $ 127,789.22
REV-151q EX. '6.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Jean E. Long
FILE NUMBER
21 07 0318
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 (IF APPLICABLE) VALUE
1. Alliance Life Insurance Co.-Annuity No. 70461967 13,300.00 100. 13,300.00
beneficiary Joyce L. Long
2 18704.76 shares Citigroup-Smith Barney - IRA Bank 18,704.76 100. 18,704.76
deposit program @ $1.000 each
beneficiary-Joyce L. Long
3 Citigroup-Smith Barney - Sun life Assur Annuity 50,811.91 100. 50,811.91
beneficiary-Joyce L. Long
4 8129.79 shares Citigroup-Smith Barney IRA LMP Cap & 140,482.78 100. 140,482.78
Inc A @ $17.280 each
beneficiary Joyce L. Long
5 8489.968 shares Citigroup-Smith Barney IRA LMP 58,410.98 100. 58,410.98
Diversified A @ $6.880 each
beneficiary Joyce L. Long
6 MetLife-Variable Annuity #077004621 AB 27167.80 100. 27,167.80
beneficiary Joyce L. Long
7 1091.703 shares HD Vest Fin. Serv.-Oppenheimer Multi St @ 14,268.56 100. 14,268.56
$13.070 each PA Muni Fd CI A POD to Joyce L. Long
8 HD Vest Fin. Serv.-Cash acct. POD to Joyce L., Long 5.19 100. 5.19
TOTAL (Also enter on line 7 Recapitulation) $ 323.151.98
(If more space is needed, insert additional sheets of the same size)
REV-15", EX' (1.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Jean E. Lonq
FILE NUMBER
21 07 0318
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Parthemore Funeral Home-funeral expenses 9,646.87
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 David H. Stone, Esquire 30,725.00
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 Register of Wills-Cumberland Co. 588.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Register of Wills-8 short cert 40.00
8. Cumberland Law Journal-advertising grant of letters 75.00
9. The Patriot News Co.-advertising grant of letters 134.46
10. Register of Wills-filing Inheritance Tax Return and Inventory 30.00
11. Reserve for closing expenses 1,000.00
TOTAL (Also enter on line 9, Recapitulation) $ 42 239.33
(If more space is needed, insert additional sheets of the same size)
REV-151tEX + (12-03)
'*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jean E. Long
FILE NUMBER
21 07 0318
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
Belco Community Credit Union-VISA Classic loan
VALUE AT DATE
OF DEATH
260.59
TOTAL (Also enter on line 10, Recapitulation) $
260.59
(If more space is needed, insert additional sheets of the same size)
"'.""'~.(*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
L
SCHEDULE J
BENEFICIARIES
Jean E. ona
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 Joyce L. Long Sibling 681,671.76
316 Fifteenth Street
New Cumberland PA 17070-
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 $
FILE NUMBER
21 07 0318
(If more space is needed, insert additional sheets of the same size)
II
. I
ep\wills\LONGJean
LAST WILL AND TESTAMENT
OF
JEAN E. LONG
I, JEAN E. LONG, 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 Executrix 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, to my sister,
JOYCE L. LONG, if she survives me. Should my sister, JOYCE L. LONG,
predecease me, I devise and bequeath all the rest, residue and remain-
der of my estate, of every nature and wherever situate, to TRINITY
UNITED METHODIST CHURCH, New Cumberland, Pennsylvania.
ITEM III: I appoint my sister, JOYCE L. LONG, Executrix of this
,
my last will. Should my sister, JOYCE L. LONG, fail to qualify or
cease to act as Executrix, I appoint CARL F. PETERSON, 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/her duties
in any jurisdiction.
Page 1 of 4
II
.1
IN WITNESS WHEREOF, I, JEAN E. LONG, have hereunto set my hand
and seal this \ "i~ day of ~'-~'-
, 2004.
!f~ f. ~~
U JEAN E. LONG
SIGNED, SEALED, PUBLISHED and DECLARED by JEAN E. LONG, 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
have subscribed our names as witnesses.
/LJ4" 4 , ;1
Address
}J ~ G,U.,l k.-J c..-.~ R
Address
Page 2 of 4
II
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
I, JEAN E. LONG, 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 willi that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
.)~ ~,~-
JEAN E. LO~
Sworn to or affirmed to and acknowledged before me by JEAN E.
LONG, the Testatrix, this \\~
day of ~~\- , 2004.
~J~-~4,
Notary Public
Page 3 of 4
"
. I
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
We,
DAJ\a l-\ .!\1\rtv
and
UCt~\~eLt1 ~el~
,
the witnesses whose names are signed to the attached or foregoing
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.
witn~
witne~
~A.o.. )..\ J~
wi tnesses, this \ ~~ day
Sworn to or affirmed to and acknowledged before me by
v0~~JQeVt \{tl~
and
of
~c1.~ , 2004.
~,~J),~~,
Notary Public
QMMoNWEAlTH OF PENNSYlVANIA
N TAAIAl SEAl
CAROL l. TROXEll. Notary Public
New Cumberland Boro. Cumberland Co.
My Commission Expires Dec. 27, 2005
Page 4 of 4
REV...",. ,,..,., .w
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
SAFE DEPOSIT BOX
INVENTORY
Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SOCIAL SECURITY (ReQuired) OR DEATH CERTIFICATE NUMBER Conlv If SSN it unknown)
21 07-0318 162-22-2230
. DECEDENT'S NAME (LAST, FIRST, MIDDLE)
LONG, JEAN E.
DATE OF DEATH
03/23/2007
, ADDRESS OF DECEDENT
316 15TH STREET
(STREET)
(CITY)
NEW CUMBERLAND
(STATE)
PA
(ZIP CODE)
17070
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
DAVID H, STONE, ESQUIRE - ATIORNEY FOR THE ESTATE
(STREET NAME)
414 BRIDGE STREET
(CITY)
NEW CUMBERLAND
(STATE)
PA
(ZIP CODE)
17070
NAME. ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a, (NAME) (RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
b. (NAME)
(RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
c. (NAME)
(RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
, NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
M& T BANK
(STREET NAME)
344 SOUTH 10TH Street
I NAME OF PERSON MAKING LAST ENTRY
JOYCE L. LONG
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX
10/28/1996 645
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAME)
JOYCE L. LONG
(STREET ADDRESS)
316 15TH STREET
(CITY)
NEW CUMBERLAND
(CITY)
LEMOYNE
(STATE)
PA
(ZIP CODE)
17043
DATE AND TIME OF LAST ENTRY
1/23/2007 0:00 am
. TITLE UNDER WHICH BOX IS REQUESTED
JEAN E. LONG
b. (NAME)
(STREET ADDRESS)
(STATE)
PA
(ZIP CODE)
17070
(CITY)
(STATE)
(ZIP CODE)
, NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY
ATIORNEY FOR THE ESTATE
WAS A WILL IN THE BOX? 0 YES il NO
If yes,
a. Dale of will:
b, Name and addre.. of personal representallve, If named In the will
(NAME)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
c. Name and address of attorney, If any
(NAMEI
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
INSTRUCTIONS
The Department is authorized under federal law , 42 U.S.C. ~ 405(c), to use the decedent's Social Security number in
administering this state tax law. The Department uses Social Security numbers to establish a decedent's identity and
ensure proper credit for tax payments.
(1 ) Cash: Report total only.
(2) Stocks: list in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be
designated by name of company, certificate number, date of certificate, name in which stock is registered, and
number of shares and class of stock.
(3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and
type of ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book,
name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: list and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: list and describe as fully
as possible.
(8) All other contents.
ITEM ITEM DESCRIPTION
NO.
1. Forty-three (43) $500.00 HH 80nds
2. Stock Certificate twenty-three (23) shares of A T& T
3. Stock Certificate twenty-five (25) shares of A T& T
4. Stock Certificate twenty-nine (29) shares of 8ell Atiantic
5. Stock Certificate fifty-eight (58) shares of 8ell Atlantic
6. Stock Certificate two hundred fifty-six (256) shares of 8ell Atlantic
7. Stock Certificate twenty-nine (29) shares of 8ell Atlantic
8. Life Insurance Policy - Provident Mutual Insurance Company Policy
9. Life Insurance Policy - Nationwide Life Insurance Policy #2188668
10. Stock Certificate three (3) shares of Agere Sytems
11. Stock Certificate three (3) shares of Agere Systems
12. Stock Certificate three hundred seventy-two (372) shares of Verizon
13. Stock Certificate two hundred ninety-nine (299) shares of Soveriegn
G v --........ /
I c,. AL~ iF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COpy OF
UORRE~ AND lZ'6~TE b THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY:
SIGNATURE') ( ) '\ SIGNATURE
~\~ ~v ...... PRINT NAME AND CHECK APPROPRIATE BOX BELOW:
.' In ."';:) I uNE, ESQUIRE
PRINT TITLE DATE CHECK APPROPRIATE BOX.
I I
ATTORNEY FOR THE ESTATE b (',:) t- O E'leclJloqtnx) o Admm1stralor(tnxj I
I ~ Estate Representative o JOin! owner of :ilafe depoSit bo. I
I
SAFE DEPOSIT BOX INVENTORY Page~of
2
NOTE: Attach additional 8'1," x 11" sheet(s) if necessary or use duplicates of this page of form.
REV.... '" ''"'" '*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT 280601
HARRISBURG, PA 17128-0601
SAFE DEPOSIT BOX
INVENTORY
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SOCIAL SECURITY IRequlred) OR DEATH CERTIFICATE NUMBER (only If SSN I. unknown)
21 07-0318 162-22-2230
Please Print or Type
. DECEDENT'S NAME (LAST, FIRST. MIDDLE)
LONG, JEAN E.
· ADDRESS OF DECEDENT (STREET)
316 15TH STREET
DATE OF DEATH
03/23/2007
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
DAVID H, STONE. ESQUIRE - ATTORNEY FOR THE ESTATE
(STREET NAME)
414 BRIDGE STREET
(CITY)
NEW CUMBERLAND
(STATE)
PA
(ZIP CODE)
17070
NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAME) (RELATIONSHIP)
(CITY)
NEW CUMBERLAND
(STATE)
PA
(ZIP CODE)
17070
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
b. (NAME)
(RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
c. (NAME)
(RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
M&T BANK
(STREET NAME)
344 SOUTH 10TH Street
I NAME OF PERSON MAKING LAST ENTRY
JEAN E. LONG
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX
10/28/1996 737
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAME)
JEAN E. LONG
(STREET ADDRESS)
316 15TH STREET
(CITY)
NEW CUMBERLAND
(CITY)
LEMOYNE
(STATE)
PA
(ZIP CODE)
17043
DATE AND TIME OF LAST ENTRY
7/28/1997 0:00 am
. TITLE UNDER WHICH BOX IS REQUESTED
JEAN E. LONG & JOYCE L. LONG, 'oint owners
(STATE)
PA
b. (NAME)
JOYCE L. LONG
(STREET ADDRESS)
316 15TH STREET
(CITY)
NEW CUMBERLAND
(STATE)
PA
(ZIP CODE)
17070
· NAME AND TiTlE OF EMPLOYEE TAKING THE INVENTORY
ATTORNEY FOR THE ESTATE
(ZIP CODE)
17070
WAS A WILL IN THE BOX? 0 YES 5iCl NO If ye., a. Date of will:
b. Name and addre.. of personal repre.entative, If named In the will
(NAME)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
c. Name and addre.. of altomey, If any
(NAME)
(STREET NAMEi
(CITY)
(STATE)
(ZIP CODE)
SAFE DEPOSIT BOX INVENTORY Page-L_of
INSTRUCTIONS
2
The Department is authorized under federal law ,42 U.S.C. ~ 405(c), to use the decedent's Social Security number in
administering this state tax law. The Department uses Social Security numbers to establish a decedent's identity and
ensure proper credit for tax payments.
(1) Cash: Report total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be
designated by name of company, certificate number, date of certificate, name in which stock is registered, and
number of shares and class of stock.
(3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and
type of ownership, Le., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book,
name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully
as possible.
(8) All other contents.
ITEM
NO.
1.
2.
ITEM DESCRIPTION
Deed to 316 15th Street, New Cumberland, PA - Dated October 26,1977 - Recorded October 28,1977 _ Record Book M-27, Page 456
Deed to Lot D Section 101 - Cemetery Lot in Mt. Olivet Cemetery Association _ Dated January 18, 1967
.---.
yfERTIF F ERJURY THAT THE ABOVE RECORD IS
cn~ AND COM\7h:::' T I:i.. I."E E EST OF MY KNOWLEDGE AND BELIEF.
~~ jJ")1 l/(~
PRIN ""lMtl: ~ \
DAVID H. STONE, ESQUIRE
PERSON RECEIVING COPY OF
SAFE DEPOSIT BOX INVENTORY:
SIGNATURE
PRINT NAME AND CHECK APPROPRIATE BOX BELOW
PRINT TITLE
I ATTORNEY FOR THE ESTATE
I
DATE
CHECK APPROPRIATE BOX"
NOTE: Attach additional 8'/." x 11" sheet(s) jf necessary or use duplicates of this page of form.
( Ii Jl
o ExeculOr{lflXI 0 Admlnlstralordrnd
[jjQ Estate Representar,...e 0 JOint owner of safe depoSit bex
.LSI Corporation - St ck chart, Index chart - MSN Money
,
C()i"r,;j<.irr,' p. I)r;r~
Page 1 of 1
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S~cJ(
Quote, Chart, News
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LSI Corporation (lSI)
Open: 8,22 High: 8.28 Low: 8.20
Previou':i Close: 8.18
Eastern Time
~~~e
-s+. eX
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"13.
("-f~
06 3-.n-07
~ Y-"d.-Di
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3/27/2007 10.2800 10.0800 10.1800 10.1000
3/26/2007 10.2100 9.9400 10.0200 10.1800
- 3/23/2007 10.3300 10.1000 10.1000 10.2700
3/22/2007 10.2100 10.1000 10.1700 10.1400
3/21/2007 10.2500 10.0900 10.1500 10.1700
3/20/2007 10.2300 10.0800 10.1400 10.1500
3/19/2007 10.2300 10.0600 10.1600 10,1400
I/oluml~
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for
DC\;"I(::pr,,(
LSI Corp
see r-1':'9':;
9,135,600
30,265,300
6,681,200
6,168,900
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7,286,300
10,287,500
Resea rch
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Stock price data provided by I-iornura Re<,earC!1 !n',titiJ~C, Un, Quotes delayed 20 mmutes.
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.A T &T Inc. - Stock chart, Index chart - MSN Money
Page 1 of 1
CIIIJ, ,-- ----l
1505%--.s: ,
It' s.a~__G5AC~~17}
NO 'fII1~IMU'tllIS ----1
Quote, Chart, News
Qi.'ll1CS
AT&T Inc. (T)
Open: 40.92 High: 40.92 Low: 40.38
PrevIous OO$e: 40.56
Eastern Time
,~,',-,rE
PP'U'f", N,:I,,,'s
Odtt..' t-l1gh Law Open Clos~'
3/27/2007 39.8600 39.0900 39.1000 39.4400
312612007 39.3500 38.6500 39.0000 39.3100
312312007 39.3300 38.7500 39.3300 38.8800
312212007 39.4400 38.5600 38.5700 39.1100
3/2112007 39.0800 37.1000 37.7100 38.8600
3120/2007 38.0400 37.3700 37.4900 37.9100
3/19/2007 37.8000 37.1300 37.1700 37.5800
Findn<:irg P~ltl'S Fall
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Quotes supplied by ((In'Stock, an Interactive Data company.
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. A vaya Inc (US:A V) - Stock chart, Index chart - MSN Money
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Quote, Chart, News
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17.48 unch
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3.'2 Li200? 12. i(,OO l U500 11.8800 12.'1800 1,32G,C)IJO
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~
cltlgroupJ
SMITH BARNEY
11 North 3rd Streer, 2nd Floor
Harrisburg, PA 17101
Tel 717 7801700
Fax 717 233 2090
Toll Free 800 2371700
April 18, 2007
David H. Stone
Stone LaFaver & Shekletski
PO Box E
New Cumberland PA 17070
Re: Jean E. Long
Date of Death 3/23/07
Dear Mr. Stone:
This letter is in response to your letter dated April 9, 2007
requesting values on the accounts held by us in the name of Jean
Long.
The following is information on these accounts:
Jean Long 724-06773-15-334 account opened 5/29/84
Amount Description Price alo Value
3/23/07
14608.70 Bank de osit ro ram 1.00 14,608.70
3658.405 Income fund of America 20.51 75,033.89
C
3183.265 LMP Munici al A 15.20 48,385.~
31873.13 Sunlife Assur Co Canada 50,811.91
TOTAL 188,840JM
I 3
Citigroup Global Markers Inc.
rHE INFOR.\1ArION SET FORTH WAS OBTAINED FROM SOlJRCES WHICH WE BELIEVE RELIABLE BUT WE DO NOT GUARANTEE ITS ACCURACY OR COMPLETENESS.
SElTHFR THE INFOR.'-LHION NOR ANY OPINION E-'(PRESSED CONSTITUTES A SOLICITATION BY US OF THE PURCHASE OR SAl.E OF ANY SECURITIES.
.
Jean Long (IRA) 724-63114-14-334 account 0 ened 6/4/85
Amount Description Price a/o Value
3/23/07
1.00
17.28
6.88
18704.76
8129.79
8489.968
18,704.76
140,482.78
58,410.98
217,598.52
Should you require additional information please let me know.
Ie Koons
Business Development Associate
/dak
The information herein has been obtained from sources we believe to be reliable, but we do not guarantee its
accuracy or completeness.
.Idearc Inc. - Stock chart, Index chart - MSN Money
Page 1 of 1
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Quote, Chart, News
Idearc Inc. (U5:IAR)
Open: 36.04 High: 36.04 Low: 35.29
Previous Close: 35.69
Eastern Time
Pt'CC:, t flj;
O<1te High l.ow /)pl~n c!os,~
3/27/2007 34.4500 33.5300 33.8500 34.3200
3/26/2007 34.6800 34.0200 34.4500 34.3500
- 3/23/2007 34.7300 34.1700 34.2000 34.6600
3/22/2007 34.7500 33.8900 34.7000 34.2300
3/21/2007 34.3200 33.2200 334000 34.1800
3/20/2007 33.9500 33.5500 33.8000 33.6500
3/19/2007 34.0700 33.4100 33.4500 34.0000
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MetLife Units (MEU) - Stock chart, Index chart - MSN Money
Page 1 of 1
Quote, Chart, News
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MetLife Units (fV1EU)
31.22 unch
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Pr(~vious Close: 31.22 Volume: unch
Eastern T,me
MetUfe Units
Ddtv Hiqh Low
3/26(2007 32.4600 32.0100
3/23/2007 323200 32.0100
3122/2007 32.2300 32.0000
3/21/2007 32.3500 31.7400
3/20/2007 31.9200 31.5000
}'19/2007 31.7400 31.5000
Opt~11 cto,,~
32.1700 32.4600
32.1200 32.2100
32.2300 32.0200
31.7600 32.1700
3 1.5 000 31.8900
31.5000 31.6000
V,;lllillC'
7,800
12,600
11,800
60,500
386,400
60,100
Data providers
Copyright 2007 Vt:I"',':rc;. C!irk R,J;H1ctr)n'i.
Quotes supp:led by C()fT~Stol~ft, an Interactive Data company.
Stock price datd provided by \'All;ra ;;>'_>(~ijr(h in:,t,t;Jt', l_tei. Quotes delayed 20 minutes.
Page generated 12/13/2007 10:40 AM Eastern Time
Related links 3 )._ 3 ~ Ht~
"3 a. 01 Lov.;
t/r 33 , ;L 3"'./~ sA, )(/ I~ Sf, :::s: 51 tf. Sic,
- ~y
http://moneycentral.msn. com/investorl chartsl c hartdl.aspx ?PT= 3 &compsyms=&CA = 1 &C... 12/13/2007
. Sovereign Bancorp, Inc. - Stock chart, Index chart - MSN Money
Page 1 of 1
.~, 'piJl":"y
\ -_w-11100--~~IC~
IFREETRAD~ .~
U.tlflKS.ClIl'iff,tj
Quote, Chart, News
Sr .,p:,i1ut
rl;C,i'j(Ldl
Sovereign Bancorp, Inc. (SQV)
Open: 22.61 H'gh: 22.83 Low: 22.60
Previous Close: 22.53
Eastern Time
p,:-,:,!r;m,c
Sovereign Bancorp Inc
l),1t(' High Low Oih~n Close
312712007 25.8900 25.6400 25.8500 25.7300
3/26/2007 26.0500 25.5600 26.0500 25.9300
3/23/2007 26.1500 25.8700 26.1300 26.1000
3/22/2007 26.1900 25.8000 26.1300 25.9800
3/21/2007 26.1500 25.4800 25.8800 26.0700
3/20/2007 25.8500 25.2200 25.4900 25.7100
3/19/2007 26.1000 25.2100 26.0000 25.3800
Findr,cwg Pdtl":. Fall
$310,000 Mortgage under
$999/mo. As seen on
VI)lutlH' Oprah - Get low rates!
2,097,900
2,681,600
2,087,400
2,290,500
3,608,500
3,047,300
6,206,500
The Emperor's C<Jtres
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Financial and Investment
Decisions
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'.:;U':: fti,ll(T;
Ar.'.:sor F'1'J
CAP';
An"tiy',t KdtJ:r;,;>
T'-.:lC~:';g
Data providers
Data provided bV C(JIl1;nrj':11',' lr~r:. (CST)
Quotes supplied by (,-;rnSrock, an Interactive Data company.
f--r It't"r'Jd:vC' Data an Interactive Data Company,
Stock ori(e data provided by ~'Jomwil p,:'')i:i1r"ch jrl';Nu ;:, 'Jd Quotes delayed 20 minutes,
('r' ,--, :';(1",1 ;~;"" ~
BOdel
Page generated 6/15/2007 2:26 PM Eastern Time
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http://moneycentral. msn. com/investor/ charts/ chartdl.aspx ?PT= 3 &D 5= 1 &D2=0&D 3=0&C...
6/15/2007
. Verizon Communications Inc. - Stock chart, Index chart - MSN Money
Quote, Chart, News
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Page 1 of 1
1-- ---ll19J?~:"i" iI!I
l [*nlOCS4cwiti41
Verizon Communications Inc. (VZ)
Open; 43.55 High; 43.59 Low' 42.93
Prevlolls Close; 43.22
Edstern TLme
1. Learn the Basics
to Start Currency
Trading
Verizon Comm
f),ll, Htgh I..ow Open l.-rO<;i;~
3/27/2007 37.9500 37,5500 37,6900 37,6900
3/26,2007 38,0400 37.3700 38,0300 37,6700
3/23/2007 38,5300 37,9100 38.0800 38,1200
3/22/2007 38,2200 37,5100 37,5100 38.0100
3/21;2007 37.7500 36,6600 36,6600 37.6800
3/20/2007 37,0000 36.4500 36,6700 36,9800
3119/2007 36,8300 364200 36.4500 36,7500
'Jol\lI1l1:
10,978,500
17,792.800
16,284,300
!4,279,200
11,143,000
9,324,700
7,822,200
2. Bull or Bear?
Test Your Forex
Strategy
Data providers
Data provided by lrl~- \c~r)
Quotes supplied by an Interactive Data company.
~; DJta an Interactive Data Company.
StOCK pr:CE data prO\lIded I)y ;"wrr1lJra P,,">.:,~rch TI'Stit'Al\
3. TradetbeUS
Dollar - FOREX
trading
Quotes delayed 20 minutes.
Page generated 6/15/2007 2:28 PM Eastern Time
4. Buy Bonds Online
3~.S3
37.91
~~
Low
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)...
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f)-:a6, 'I's<;,~
~ ';).8,4'35, to8
http://moneycentral.msn.comlinvestor/charts/chartdl.aspx?PT=3&D5= 1 &D2=0&D3=0&C... 6/15/2007
11 M&I'Bank
499 Mitchell Road, MiI1sboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
April 11,2007
Stone LaFaver & Shekletski
Attorneys At Law
414 Bridge Street
POBox E
New Cumberland, Pennsylvania 17070
Re: Estate of Jean E Long
Social Security: 162-22-2230
Date of Death: March 23. 2007
Dear Sir or Madam:
Per your inquiry dated April 5, 2007, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
1.
Type of Account
Certificate of Deposit
Account Number
031003913918628
Ownership (Names of)
Jean E Long *
Opening Date
03/29/00 Closed 04/10/07
Balance on Date of Death
$13,310.00
$ 50.53
Accrued Interest
Total
$13,360.53
2. Type of Account Certificate of Deposit
Account Number 031003913919220
Ownership (Names of) Jean E Long *
Opening Date 12/27/00 Closed 04/10/07
Balance on Date of Death $16,300.1J
Accrued Interest $ 56.04
Total $16,356.15
3. Type of Account Certificate of Deposit
Account Number 031003915141912
Ownership (Names of) Jean E Long *
Opening Date 04/26/05 Closed 04/10/07
Balance on Date of Death $5,000.00
Accrued Interest $ 365.06
Total $5,365.06
4.
Type of Account
Certificate of Deposit
Account Number
031003913920483
Ownership (Names of)
Jean E Long *
Opening Date
01/07/03 Closed 02/08/07
Balance on Date of Death
$ 0.00 ** Closed prior to the date of death
Please be advised, there was no safe deposit box fmmd for the above decedent.
** Please refer to the Highland Park Office regarding any additional information needed on accounts closed prior to
the date of death.
* For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call
the Highland Park Office # 717-737-3322.
Sincerely,
'i;'a;J;;'7 C~%
Nancy Clagett
Records Management
.
. Sovereign Bank'M
MA 1 MB3 02-10
Court Ordered Processing/Decedent
P.O. Box 841005
Boston, MA 02284
April 12, 2007
Stone La Faver & Shekletski
Attorneys at Law
Attn: David H. Stone
P.O. Box E
New Cumberland, PA 17070
RE: Estate of Jean E. Long
Date of Death: 03/23/07
Dear Mr. Stone:
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.
Ve.ry truly yours,
~~!~o{icf:l
COP Specialist III
Decedent Department
(617) 533-1364
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Jean E. Long
162-22-2230
March 23, 2007
Account #: 1054017080 Type: Savings
In the name of: Jean E Long
Date of Death Balance: $15,538.73
Int.(YTD) from 1/1/2007 to 2/28/2007
Accrued interest to date of death: $21.05
Other Info: Account closed on 04/10/07 for $15,561.32.
Open date: 6/20/1995
$0.00
Page 1 of 1
Kelley Blue Book - Private Party Pricing Report - Dodge, Stratus
.P.~
- ~H~I!~!T~!~!~~~~
~ k~~.'..
Page 10f3
Quick Dealer Price Quote
Search Used Car Listings
list Your Car for Sale
"~:'l" __~'l.','("'I;" -i'-U TC> '.:,qS _O{'I.'I;.I.l;I~.,":~;__;l ~'jf::\'h:l. .;I"m[<l-:__Ij"'l;i-il~i;:l't.__;m"''':o;l''[<'.'1I,'Hll:1.1:(ot~
Horne,> Used Cars,> 2004 > Dodge> Stratus> SE Sedan 40'> Equipment Print This Page
Trade-In Value
2004 Dodge Stratus SE Sedan 40
Private Party Value
Suggested Retail Value
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ZIP Code 17070
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Both New and Used
Sedan
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BLUE BOOK PRIVATE PARTY VALUE
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$ 175 /mo @ 6,05% APR
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NEXT STEPS:
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Vehicle Highlights
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Transmission:
Drivetrain:
12,000
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Automatic
FWD
Selected Equipment
Change Equipment
Standard
Air Conditioning
Power Steering
Power Windows
Power Door locks
Tilt Wheel
Cruise Control
AM/FM Stereo
Single Compact Disc
Dual Front Air Bags
Blue Book Private Party Value
PrIVate Party Value is what a buyer can expect to pay when bUYing a used
car from a private party. The Private Party Value assumes the vehicle is sold
"As Is" and carries no warranty (other than the continuing factory warranty).
The final sale price may vary depending on the vehicle's actual condition and
local market conditions. ThiS value may also be used to derive Fair Market
Value for Insurance and vehicle donation purposes.
Check Vehicle Title H,story
http://www.kbb.comlKBB/U sedCars/PricingReport.aspx?ManufacturerId= 13& Y earId=20...
6/13/2007
.Kelley Blue Book - Private Party Pricing Report - Dodge, Stratus
Page 2 of3
Select Year...
Vehicle Condition Ratings
Excellent
$9,480
Or Search by Category
Or Change ZIP Code
Good
"Good" condition means that the vehicle is free of any major de ts. This
vehicle has a clean title history, the paint, body and interior have on
minor (if any) blemishes, and there are no major mechanical problems.
There should be little or no rust on this vehicle. The tires match and have
substantial tread wear left. A "good" vehicle will need some reconditioning
to be sold at retail. Most consumer owned vehicles fall into this category.
Fair
58,080
Poor
N/A
. Pennsylvania 6/13/2007
Accurate Condition Appraisal
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Accurately appraising the condition of a vehicle is an important aspect In
determining its Blue Book value. Taking our 16 question condition qUIz will
ensure you know the correct condition rating.
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( 2007 Kelley Blue Book Co., [nc. All rights reserved. May-Jun 2007 Edition. The
specific informatIOn reqUired to determine the value for this particular vehicle was
supplied by the person generating this report. Vehicfe valuations are opinions and may
vary from vehicle to vehicle. Actual valuations >VII! ~'ary based upon market conditions,
specificatiOns, vehicle condition or other particular circumstances pertinent to this
particular vehicle or the transaction or the parties to the transactIon. This report IS
intended for the Individual use of the person generating this report only and shall not
be sold or transmitted to anotht'r party. f<elley Blue Book assumes no responsibility for
errors or omiSSions. (v,07rJ57)
Pr:\.:acy POi!(V
C'JPvnght & Tradema,Ks
http://www.kbb.comlKBB/U sedCars/PricingReport.aspx?Manufacturerld= 13& YearId=20...
6/13/2007
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! (~_ '\ 186-24-7726 06 2004
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JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
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06720220
DEFERRED INTEREST $
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316 15TH ST
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06720221
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l 186-24-7726 06 2004
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JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
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06720222
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06
2004
I"
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
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06720223
415.16
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186-24-7726 06 2004
DEFERRED INTEREST $
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316 15TH ST
NEW CUMBERLAND PA
17070-0000
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06720224
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06
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316 15TH ST
NEW CUMBERLAND PA
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06720225
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316 15TH ST
NEW CUMBERLAND fA
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JOYCE L LONG
316 15TH ST
NEW CUMBERLAND fA
17070-0000
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06720227
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06
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316 15TH ST
NEW CUMBERLAND fA
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186-24-7726
06
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316 15TH ST
NEW CUMBERLAND PA
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06720230
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186-24-7726 06 2004
DEFERRED INTEREST $
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JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JEAN E LONG
06720229
415.16
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06
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316 15TH ST
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316 15TH ST
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186-24-7726
06
2004
If'
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~~. OR JEAN E LONG 06720233
DEFERRED INTEREST $ 415.16 ~w~ Db 120233HH
___ .. . ,OO~.~.~~.':.l,~:~~'" . . l~j~bOOO'~'?2'O 21111'
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tl~~: ~:!~(~iI~~C~W!;).(,)'I.I..\:-I;C~) INTtHm'CEA~-'5;0 YEARS '1
FROM ISSUE DATE OF
186-24-7726
06
2004
If/
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JEAN E LONG
06720232
DEFERRED INTEREST $
4Pi_l~
['_R... wY..;h......-
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Db120232HH
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- FROM 1::.5UE OA.TE I.)F
186-24-7726 06 2004
7;/
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JEAN E LONG
06720236
DE::'EDI=E'EST,~:'~~~~,:~~~~~ "_,, ~.~. " ~qD~~~ 2 1 b u:
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FROM ISSUE DATE OF
186-24-7726
06
2004
7i,
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR JEAN E LONG 06720235
DEFERRED INTEREST $ 415 16 ~uJ~ D b l2 0 2 3 5 H H
___w, , :.~.~.~~~.O':l:~~ ... ." ~.~" ~B D ~ O'~'?'20 2 1 5u'
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FROM ISSUE DATE OF
DEFERRED INrEREST $
'.u.N.J.N.'~~'..,;..,;"'"
186-24-7726
06
2004
7i,
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JEAN E LONG
415 16
06720237
Dbl2023lHH
00414104184184
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~ ~ROM ISSUE DATE OF
186-24-7726
06
2004
7;,
JOYCE L LONG
316 15TH 5T
NEW CUMBERLAND PA
17070-0000
OR JEAN E LONG
DEFERRED INTEREST $ 415 . 16
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06720238
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FROM ISSUE DA.fE OF
186-24-7726
06
2004
/i/
JOYCE L LONG
316 15TH 5T
NEW CUMBERLAND PA
17070-0000
OR JEAN E LONG
DEfERR.E=~:REST..~:'~..~.~:~~~,::: " ' . ~j~ .O~~~1 H'"
06720239
Dbl20239HH
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, FROM ISSUE DATE OF
186-24-7726 06 2004
I;,
JOYCE L LONG
316 15TH 5T
NEW CUMBERLAND PA
17070-0000
~'-'~,~
OR
JEAN E LONG
06720240
DEFERRED INTEREST $
415.16
,'. [~'. 1:._ u),.h--~
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FROM ISSUE DATE OF
186-24-7726
06
2004
/;1
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
"\...~':Lc.:~
DEFERRED INTEREST $
OR
JEAN E LONG
06720241
415.16
~1,~lOtc;~~21, ~". Db l202't IHH
00414104184184
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FROM ISSUE DATE OF :
' !
i~ 186-24-7726 06 2004 '
'~ ~
/i,
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~c~
DEFERRED INTEREST $ 411; . 1 i. fr:::.uJs........-
____ .., ..~~~~4~::4~~~,..~I,~o.OO~-?20 21, 211'
OR
JEAN E LONG
06720242
Dbl202lf2HH
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FROM ISSUE DATE OF
186-24-7726 06 2004
/i,
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~
OR
JEAN E LONG
06720243
DEFERRED INTEREST $----'6.15. 16
00414104184184
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,
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DEFERRED INTEREST $
..~. '- '
186-24-7726
06
2004
7;1
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JEAN E LONG
06720244
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.' FROM I~SUE DATE OF
186-24-7726 06 2004
~~
7;,
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JEAN E LONG
06720245
.:E~~RED~.ERES~~~~~~~~~~";.;; .... I ~ .~?0k6f~2 ~ 511'
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DEFERRED IN rEREST $
Dbl202LfSHH
186-24-7726
07
2004
7;1
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
j
17070-0000
OR
JEAN E LONG
06777213
311.34
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mJ.\i~: II~r:~,I~'I}f'E!I~: p.UI.....\,I;f~. IN rEREST~';~ES ;0 'EARS
FROM ISSUt:: DATE OF
186-24-7726
07
2004
Ii,
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~
OR
JEAN E LONG
06777214
DEFERRED INTEREST $ 311.34 J\ P-....w~ Db 11121 Lf HH
_"",~,~~~~l,~:~~,l~~.".." :,~,,~?O~O"~'??"? 211,'"
.EB6\:tf.tl:iiH~:~~~I:;i-]~~~~~
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m.l.'~~: UJ.(~~.~1J!1!!)!!.(~!!~!":~\lJ~1 INmEST.~EASES;O YEARS
FROM ISSUE" D....TE OF
186-24-7726
07
2004
Ii,
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~~
DEFERRED INTEREST $
OR
JEAN E LONG
311.33
06777215
00405104212108
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. .... {i9 8 0 g~';~."'? ''7''';;' 2 . 5 III
. ~~
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. SERIES HH
186-24-7726
INTEREs-r CEASES 20 'YEARS
FROM ISSUE DATE OF
07
2004
IiI
JOYCE L lONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~~i~ OR JEAN
DEFERRED INTEREST $ 31 1 . 33
00405104212108
E LONG
06777216
~"""'.A.~W"""~ ,',' -J"J, ""h"""- ",,""V'C'~'''~'C'~'''.I.'.A.'''.f
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INf/;;:REsr CEASES 2.0 YEARS
Fr.10M ISSUE DATE OF
186-24-7726
07
2004
1"
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~~..c::i~
OR
JEAN E lONG
06777218
...._. D,,~'~::':':.S~.~.~.O~~~:~~;;.. ... ~. ~ .. ~?~O~;~; 2 .a II'
Dblll218HH
r:~i~~~=;::;~~:r'm
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~}l .. F ROM ISSUE OATE Of
j~ 186-24-7726 07 2004
,~"' -~
If;
JOYCE L LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~~':~.
OR
JEAN E LONG
06777217
DEFERRED INTEREST $
311. 33
. ~ JIl'.~~f~2..,?~I:.. .~~.~. ~l2. ~,~~ H
00405104212108
'~''''''''''~'.,.J~~''''..J''''.u.." ~... .'..1<.' ..,.'.../..".......".".:1''''\1,.."".... -"""'i"
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m.i'/I_~~ ~!!l~~!I~'!J"1I!!1!,~,(~I~!..\.1~~) 'N rERE 5T:E;5~5 20 YEARS
f ROM ISSUE. DATE OF
162-22-2230
07
2004
I"
JEAN E lONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~:cL~ OR JOYCE L LONG
DEFERRED INTEREST $ 311 . 34 A ~uJ~
~~~..~~~~ .~.~.~,~~~~~"~2~"~,~. ".....~ ..~OOOO"~'?'?"'? 20 rill
067772D7
Dbll1201HH
UUJ~~~t~..:a_~{~:!!Dl-1!~:t~~G"ZI~)~~-V~~
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FROM ISSUE O....TE OF
162-22-2230 07 2004
7i,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06777210
. DEFERRED INTEREST $ 311.33 ~uJ~ Dbll1210HH
.. , ___, ~,O.~~:~~~.~~,. _,~",J~3000~??'? 2 ~O'"
7i,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06777209
DEFERRED INTEREST $
311.33
".' ~.~,~20~~020q".
Dbll1209HH
00405104212109
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~~/tt IY...':~~I!I}_~i!l!) ~~~(~I.I;"~".;~.~; INTEREST CEAS-':~-;O YEARS
FROM ISSUE O....TE OF
162-22-2230
07
2004
7i,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE l lONG
06777208
DEFERRED INTEREST $
311.34
ruJ~- Db 111208HH
~..,..- ......
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00405104212109
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DEFERRED INTEREST $
...........;..................~""'.
INTEREST CEASES 20 YEARS
f-ROM ISSUE DATE OF
162-22-2230
06
2004
/;/
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720183
375 91
.1. ~:~~.o Ot=. O.""~ff6. 8 111-
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FROM ISSUE DATE OF
162-22-2230
DEFERRED INTEREST $
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DEFERRED INTEREST $
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162-22-2230
IN rERE5T CEASES 20 YEARS
FROM ISSUE O-'lTE Of
07
2004
/;/
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
311.33
06777212
Dbll1212HH
00405104212109
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07
2004
/;/
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOVCE L LONG
06777211
311.33
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. FROM ISSUE: DATE OF . I
162-22-2230
06
2004
If}
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
l'
~!~. OR JOYCE L LONG 06720186
DEFERRED INTEREST $ ~75.91 ~uJ~ Dbl2018bHH
~_" :~~~~~=~~~.,..",~ ,,~30DO~'?2'O IBbll',
rs&:€.:&~;nIO~;rz~iX~JI
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. .~. 162-22-2230 06 2004
.", -4'-
, \
If}
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
11070-0000
OR
JOYCE L LONG
375 91
a A...LuJ~
~ .....-M 2O~O';~?'w 18 5 II'
06720185
Dbl20185HH
DEFERRED INTEREST $
00414104184162
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; FROM ISSUE DATE OF
162-22-2230 06 2004
If}
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~:c~
OR
JOYCE L LONG
06720184
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Ff~OM I~SLJE:: DATE OF
162-22-2230
06
2004
7i.
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720189
DEFERRED INTEREST $ 375.91 ~U)~ Dbl20189HH
__ ".~ ~.~:~.~::::~~~ " .. ~ ~J~!;O 0 O~.t2-0 ~ B '1" .
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fROM ISSUE DATE OF
~~~~
162-22-2230
06
2004
7i/
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720188
DEFERRED INTEREST $ 371; 91 ~U)~ Db l20188HH
_~...~~.:.~:~~~~~~_..". ~~. . ~5000~-;'20 ~BBII'
~flti'E&_~~i:O~~
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FROM ISSUE DATE OF
162-22-2230 06 2004
~.~.:~
DEFERRED INTEREST $
~........~....,....................................",
7i.
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720187
375.9L__ >,_', lL~uJ~
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FROM ISSUE DATE OF
~~
162-22-2230
06
2004
7;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720192
DEFERRED INTEREST $ 37Ji.Q] ~uJ~ Dbl201"l2HH
"~... .... ._ .."O:~.~~"'~=~"2".I,~.,~'1000"~"?20 1'12'"
DEFERRED INTEREST $
162-22-2230
06
2004
7;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720191
375.91
~~ ~,~~ Dbl201"llHH
. ... ~~i 8000 b ? 20 . g .11-
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- . h~jf..tJ u.!I!.~i1_l!'lJ.f~~ "'~Hl.I"~:I;f~, INTeREST CEASES 2Q YEARS ,!
. FROM IS5LH: DATE OF '
162-22-2230
DEFERRED INTEREST $
;..... .
. ...~~..M.o.I~...w.' ., . ,
06
2004
7;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720190
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FNOM ISSUE DATE OF
162-22-2230
06
2004
Ii,
JEAN E LONG
316 15TH 5T
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720195
DEFERRED INTEREST $
375.91
G', 11.1 uJ~
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FROM ISSUE DATE OF
162-22-2230
06
2004
Ii,
JEAN E LONG
316 15TH 5T
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720194
DEFERRED INTEREST $ ~ 7Ji - 91 ~uJ~
_ ",,".~~:=::2 __"'~~H,~OOO'~?20 1'11,'"
Db12019LfHH
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INTEREST CEASES 20 YEARS
fROM ISSUE DATE OF
162-22-2230
06
2004
Ii,
JEAN E LONG
316 15TH 5T
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720193
DEFERRED INTEREST
$ 375 91 ~1-.uJ~ Db 120193HH
.~::=~~::':. ..I~ _.GIOOO~?'20 I'll'" .
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' SERIES HH llU1l~ 'l~~~~~~~!J,~~~+~~~!-;~f:;~~:~lgm!)~ '" ~:-:) ~. ' . /~. .~..,
. . . mMt~,: II\I~:~!I~~f.2~j !,,(n.h.\~;C~ INTE REST C~.A5~S ~O nARS i
. FROM 15SU~ DATE" OF
162-22-2230 06 2004
~'-'.~'
1;/
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720198
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FROM ISSUE DATE OF
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DEFERRED INTEREST $
162-22-2230
06
2004
1;/
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
375 91
06720197
Db120191HH
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, . li!i'Jll: HJI~:~II~!J~.~!!JI}~UI.I..\,I;C~1 'NHREST-CEA;" ~O YEARS '
, FROM ISSUE DATE: OF
DEFERRED INTEREST $,
~.:..l.J..J"''''''''''''''''''''''''~~''''''.'
162-22-2230
06
2004
1;/
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720196
~7~.91
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00414104184162
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fROM ISSUt- DATI:: OF
162-22-2230
06
2004
1;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720201
DEFERRED INTEREST
Db120201HH
'~~~~.ss:K~~~==~,~m
- - mi';~: mf~I~"'Y.;J!I!lJI).crl.l..I!..\:..;r~j 'NTEREST CEASES -~~~R;-
;, ' ---- -'-", - ~-- -' FRO,.. ISSUE DATE OF
'$ 162-22-2230 06 2004
.";
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JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR JOYCE L LONG
'.0' DEF.ERRE"=R"~.~;'4~:=:;_~;" . '''' ..~.._~ 0 tt-r~ 200 u'
06720200
Db120200HH
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.gll'~~; !:.qt:~~!~~.J".)~~!1.~I~XY~ 'NTEREST CEASES 20 'EARS .
FROM ISSUE DATE OF
162-22-2230
06
2004
7;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720199
DEFERRED INTEREST $ 375 90 ~U)~
_.__ ,~O~~.l~~~~~,16~ " . ~ , ~ SOOO~'?20 . q qu'
Db120199HH
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~'!l\JI,:; H!lJ)~'II'~'!~~'11!~; PH.....\.l:t~. 'NTEREST CE~;~S 20 >EARS '
FROM f~SUE DATI::. OF
~-~.~,,~
DEFERRED INTEREST $
_~~""""'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''J''J
162-22-2230
06
2004
I;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
~71).90
06720204
00414104184162
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. ~ \ :....,~ } . 000 b ? 20 2 0 ~ II-
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- .. mM~; 1!Jt.s~!!!tli!J.)~J~J.I..~:9t!l 'NTEREST CEASES 20 YEARS -,
. '. FROM ISSUE DATE OF
162-22-2230 06 2004
I;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR JOYCE L LONG 06720203
DEFERRED INTEREST $ 375 90 ~uJ~ Db l20203HH
__,:~~.~~,~:::~~~ ,. ,.~ ,,~qDDO~'?'20 2D 311'
~~:~€B_~~~~=~f~)
~~~: ~!JIi~.:~'Y~i;~)I~q:M..;\.!;t}4Sj 'NTEREST;:E-;:;;-E5 ~O YEARS .
FROM ISSUE DATE OF
162-22-2230
06
2004
I;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720202
DEFERRED INTEREST $ 375.QO ,.,,,, "" ~L~~~~.- Dbl20202HH
00414104184162 . ~ Gn 000 b? 20 20 211-
.~..~~.~~. VM" .~'^"~VV^.,~".w."V,..<V""',.,"~.. . ..
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, .' '. ~!\.\~: ~:IJl.r.:~!!'!J~~W '~!(~.'I_~I"'\~.\tt!, 'NTEOEST-~E~~~S ;0 VE"OS . '.
. .~ fROM ISSUE DATE OF ~
.r~ 162-22-2230 06 2004 .
- ~
1;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720207
DEFERRED INTEREST $ 375. 90 ~U)~ Db 120201 H H
_ _ ~:'~~,1~~41,:~ ,_ ~", ~2ODO~'?20 20 711'
IIiII.SER~~E,liSIH~~~;;~:;;~;I~.~ .~.e"l.
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. -. !P~~,: ~~!!:~II~U~~J!!) l~t):I.I;..'~;t~, INTEOEST ~E";~~ 20 vms
, FROM ISSUE DATE OF
162-22-2230 06 2004
1;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~ OR JOYCE L LONG 06720206
DEFERRED INTEREST $ ~75.9n . u)~ Db 12020bHH
~__" ,,,,,.::::~ ~:'~.~1:2."".:" ...~~~.~G'? 'w 20 !; II'
'_lA~<i.ii:<i""w~]~'~3~t}~:~~~
· SERIES HH ,!!OO:I;'~'(!\~'~~~~!~~'.l!~U_1d_~ ~ t~.~
~!i\~; 1,llI.r.~~Y"JW~l(~'I.III,~:J,~ft\ INTE"ESr ;,~s,s;o V'''"5 '
t"ROM ISSlJE: DATE OF
162-22-2230
06
2004
1;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
~'-'!.'t.'-'~
OR
JOYCE L LONG
06720205
DEFERRED INTEREST $ 375. 90 ~U)~ Db 12020SHH
..~_.~_".:~~~.~.O'::~~.~2... ~_", ~DDDO!;-?iO 20 511'
~~tJ~~.ii1iltii~:~:!?J:&~3~~i1;:~~~~~
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FROM ISSlJE D....TE OF
162-22-2230
06
2004
1i/
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720210
DEFERRED INTEREST $ ::\7.,.90 ~uJ~ Db 120210HH
___ H' ~,~~~~~~~~~~~:~ .. ,.... ~ J~~.~oo 1;7 20 2 .0 II'
.r::~~~==~~
. ~~~ rn!:~!!!Y.1"')~l,!1i'~fO.~~ INTEREST-CEASES ;0 YEARS
FROM ISSuE DATE OF
162-22-2230
06
2004
7;1
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
375,90
06720209
DEFERRED INTEREST $
00414104184162
~~.'" ". '., IJ-::::,~f:::::: Db 12 020 g H H
. ... ~ m } ... 0 0 0 b ? 20 20 q II-
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FROM ISSUE DATE OF
162-22-2230 06 2004
1i,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE l lONG
06720208
DEFERRED INTEREST $
::\75.90
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. ~~,;~ !:lJ(r}~II:!'!J!i!!!II.!(~'!~!~~'!~~1 INTEREST CE~~~S 2'0 mRS
FROM ISSUE OATE Of
~~,~
DEFERRED INTEREST $
162-22-2230
06
2004
7"
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720213
375.90
_" ^1 u!~
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' SERIES HH ~U1Ij:~~~~~~~~~~~~~'~J::~~!tIiY~t\~ - ... .~ ~ e I~
~!t')I~: 1;I"t~II~:~l.'tn~ 1~~r)'I;,I..~:!;~~., INTEREST CEASES 20 YEARS
FROM ISSUE DATE OF
~~' OR JOYCE L LONG
DEFERRED INTEREST $ 371> - 90 u!~
~.. .,.~,~,:.~~~.~~.~:~~.' "" ~.. .~?~.t6~:~~-~..~.~.~n:. ...
162-22-2230
06
2004
7"
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
06720212
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- FROM ISSUE O"'TE OF
162-22-2230 06 2004
~.!J.~-'i'~
DEFERRED INTEREST $
7"
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720211
375.90
~" {\J U/~
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FROM ISSUE DATE OF
162-22-2230
06
2004
If'
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720216
...'.., DEF~==EREST.::~~~:~;:".,~ ~. J~ot;~~ 2 ~ ~ II'
Db12021bHH
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" ,...--...... --.J' ~----_..- ~ FROM ISSUE DATE OF
162-22-2230 06 2004
7f/
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720215
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I ~ ~ FROM ISSUE DATE OF I
I'}., 162-22-2230 06 2004 -
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7fl
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA 17070-0000
~~~-~~
DEFERRED INTEREST $
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JOYCE l lONG
06720214
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FROM ISSUE DATE OF
162-22-2230
06
2004
7;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720218
... . =~:~~=:T,~~'4.~~=~:' '''.L~'~ j~w~t~ 2 ~811'
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~~i~1fr-~~;;;:.=~~:I13
~~/I'2 H!li~!!'!1"1iJ1))!~J~1.~J~M~f!l INTEREST~~~-;ES ;0 HARS ..
fo'ROM ISSUE DATE OF
162-22-2230
06
2004
7;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720219
DEFERRED INTEREST $ 375.90 ~uJ~ Dbl20219HH
____. ,,~O~.~ ~ ~.~:'.~~~,~2 ., ~.". _ 1D 0 01;':; 20 2 ~ 9 II'
DEFERRED INTEREST $
162-22-2230
06
2004
7;,
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA
17070-0000
OR
JOYCE L LONG
06720217
375.90
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. Alcatel-Lucent (ADR) - Stock chart, Index chart - MSN Money
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Page 1 of 1
..... '., . r. ------.----,
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... . ..,
i
Alcatel-Lucent (ADR) (AW)
Open; 13.57 High; 13.60 Low; 13.45
Previous Close: 13.37
Eastern Time
Fin,Jn'~;llg Rdl'~'; F;jl'
$310,000 Mortgage under
$999fmo. As seen on
Oprah - Get low rates!
Alcatel.Lucent Ads
Diltc High tow Op('n CI(l~f.~
3/27/2007 12,0000 11.7000 11.7400 11.9300
3/2612007 12.0500 11.7900 12,0500 11.9200
3/23/2007 11.6000 11.4100 11.4500 11.5300
3/22/2007 11.6800 11.4400 11.6500 11.4800
3/21/2007 12.0200 11.4700 11.6500 11.9800
3/20/2007 11.9900 11.7000 11.7200 11.9600
3/19/2007 11.9900 11.7800 11.8200 11.8500
Volume
21,359,600
20,309.800
10,931,100
31,594,600
22,300,000
9,432,900
7,638,900
Small BUSiness
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Data provided by Cl)r11110,,1Ity :;y';t,;rl1S Inc lCSl}
Quotes supplied hy C,m"'Stoci<', an Interactive Data company.
FT r'~r,"rLlrt'Vt: Ddti] an Interactive Data Company.
Stock price data provided by ~iomlJrd R;'<;,:~rrr] Ir,,:;r_itutl" Lt(1 Quotes delayed 20 minutes
rhl.' ErTl[)(.rt)r'<; CI()~iWS
Megatrends Affecting Your
Financial and Investment
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Page generated 6/15/2007 2:31 PM Eastern Time
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6/15/2007
July 18, 2007
Stone LaFaver & Shekletski
Attorneys at Law
414 Bridge Street
P.O. Box E
New Cumberland, PA 17070
RE: Estate of Jean E. Long
S.S.#: 162-22-2230
Dear David,
Here is the information for the above referenced account. I apologize for not
responding to this request in a timelier manner. If you need any further information,
please call me at 717-720-6407.
April Johnson
Finance Processing Representative
BELCO COMMUNITY CREDIT UNION
1. Name(s) in which the account was held:
DECEDENT ESTATE INFORMATION
JEAN E. LONG(PRIMARY)
JOYCE L. LONG(JOINT)
2. Account number: 9790
3. Balance as of date of death: 3/23/2007
Balance
Accrued Dividends
For 3/23/2007
YTD Dividends
Regular Savings: $ $22,774.48 $ $36.33 $ $112.54
Christmas Club: $ $400.53 $ $0.42 $ $1.76
Whatever Club: $ $75.98 $ $0.12 $ $0.36
Checking: $ $ $
Money Market: $ $ $
IRA: $ $ $
Certificates: Balance Accrued Dividends YTD Dividends Certificate Number
For
$ $
$ $ $
$ $ $
4. Date the account was initiated: 10/25/1954
5. Name(s) in which Safe Deposit Box was held: N/A
6. Date the box was initially rented: N/A
7. Branch address at which the box is located:
8. Loan Information: Balance Accrued Interest Per Diem Int
VISA Classic Unsecured Loans: $260.59 $0.00 $0.00
$ $
B. Secured Loans
$ $
C. Mortgage Loans: $ $ $
$ $ $
Miscellaneous:
o Gartmore Funds
4/15/2007
Stone LaFaver & Shekletski
David H Stone
414 Bridge Street
Post Office Box E
New Cumberland, P A 17070
RE: Account Numbers: 1309651400 - Joyce L Long and jean E Long
1309630600 - Jean E Long and Joyce L Long
Reference Number: H4FOOV
Dear Mr. David Stone:
Thank you for contacting Gartmore Funds. Please accept our condolences on the death
of Jean E Long.
Weare writing to confirm the following information:
DATE OF DEATH VALUE
Fund #
22
22
Account #
1309651400
1309630600
Share Balance
614.985
561.477
Net Asset Value as of
March 23, 2007
19.32
19.32
Dollar Value
$11,881.51
$10,847.74
Additionally, please be advised that both accounts were established on July 13, 1978 as
joint accounts. The following document is required to re-register the above referenced
accounts to Joyce L Long.
o A Medallion Signature Guaranteed letter of instruction signed by the joint owner
detailing how to distribute the assets.
To obtain a Medallion Signature Guarantee, please sign your letter of instruction in the
presence of an authorized officer of an eligible guarantor institution. Notaries Public are
not acceptable providers of Medallion Signature Guarantees.
As of September 29, 2006, Gartmore Funds and its U.S. operations, as well as the Funds' advisers, distributor, and other service
providers, are no longer affiliated with Gartmore Investment Management pic (Gartmore U.K.) or other Gartmore international businesses.
Certain Gartmore U.S. companies, and martteting materials related to them, will continue to carry the Gartmore name for the next several
months under the terms of an agreement with Gartmore U.K. For more information call, 800-848-0920.
o Gartmore Funds
Eligible guarantors include:
Domestic (U.s.):
· banks and credit unions
· brokers, dealers, municipal secuntles dealers, municipal securities brokers
government securities dealers, and government securities brokers
· national securities exchanges, registered securities associates, clearing agencies; and
savings associations
Should you require additional assistance, please feel free to call our Customer Service
Team toll-free at 1-800-848-0920. We appreciate the opportunity to assist you any way
we can. You may also obtain current infornlation on the Gartmore Funds from our
internet homepage at www.NWDFunds.com.
s~
Karin Magowin
Shareholder Services
LC
Encl.: Copy of Original Document
As of September 29, 2006, Gartmore Funds and its U.S. operations, as well as the Funds' advisers, distributor, and other service
providers, are no longer affiliated with Gartmore Investment Management pic (Gartmore U.K.) or other Gartmore international businesses.
Certain Gartmore U.S. companies, and marketing materials related to them, will continue to carry the Gartmore name for the next several
months under the terms of an agreement with Gartmore U.K. For more information call, 800-848-0920.
. TaxDB Result Details
Page 1 of 1
Detailed Results for Parcel 26-23-0541-183. in the 2004 Tax Assessment Database
DistrictNo 26
Parcel_ID 26-23-0541-183.
MapSuffix
HouseNo 316
Direction
Street 15TH STREET
Ownerl LONG, JEAN E & JOYCE L
C/O
Prop Type R
PropDesc
Liv Area 1560
CurLandVal 40000
CurImp V al 101860
CurTotVal 141860
CurPreiVal
Acreage .34
CIGrnStat
TaxEx
SaleAmt
SaleMo 10
SaleDa 28
SaleCe 19
SaleYr 77
DeedBkPage 0027M-00456
YearBIt 1930
HF _File_Date 10/19/2004
HF _Approval_Status A
http://taxdb.ccpa.net/details.asp?id=26-23-0541-183 .&dbselect= 1
12/13/2007
101 A Deed -Sh.t ,.,.
.
ALL STATI UGI\L SU~ y CO.~.
9J4i$ P~..i""~~~U"
Made the 26th day 01 Dc to b!r
Nineteen hundred and seventy- seven (1977).
lI,hu"a DEWEY R. LONG and BEATRICE E. LONG, his wife, of New
Cumberland, Pennsylvania,
, in the yellr
AND Grantors
JEAN E. LONG and JOYCE L. LONG of New Cumberland,
Pennsylvania, as joint tenants with right of survivor-
ship and not as tenants in common, Orante" s
lIIita,..,t~. that in consideration 01 One and no/100 _______u__________
---------------------------- --- ($1. 00) -------------------.[)ollars,
in hand paid, the receipt whereo/is hereby acknowledted, the said Grantof! do
hereby ~rant and convey to the said Orantee s their heirs and assitns,
ALL THAT CERTAIN plot of land situate in the Borough of New Cumberland i
(formerly Lower Allen Township, in the County of Cumberland and State
of Pennsylvania, being the western half of Lot No. 14, Section "F",
Plan of Hillside, which plan of Hillside is filed among the records
in the Office of the Recorder of Deeds in and for the County of Cumber-
land aforesaid in Plan Book No. I, at Page 75, and more particularly ,
bounded and limited as follows, to wit: -
BEGINNING at a point on the southerly line of Fifteenth Street and at
the easterly line of Lot No. 13; thence along the easterly line of Lot
No. 13, two hundred eighty-eight (288) feet, more or less, to land now
or late of the Levi Brandt Estate; thence eastwardly along the line of
the last mentioned land, fifty (50) feet to a point; thence northward-
ly on a line parallel with the eastern line of Lot No. 13 aforesaid,
two hundred eighty-eight (288) feet to the southern line of Fifteenth
Street; thence westwardly along the southerly line of Fifteenth
Street, fifty (50) feet to a point, the place of BEGINNING.
BEING the westerly half or fifty (50) feet of lot No. 14. Block "Fit.
Plan of Hillside aforesaid.
HAVING THEREON ERECTED a single dwelling known as No. 316 Fifteenth
Street, New Cumberland, Pennsylvania.
BEING the same premises which Sara E. Patterson, single, by Deed
dated March 18, 1927 and recorded in the Cumberland County Recorder's
Office in Deed Book "M", Volume 10, Page 484, granted and conveyed
unto Dewey R. Long and Beatrice E. Long, his wife, GRANTORS herein.
The Grantees herein are the daughters of the Grantors herein.
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~lF ~GE 456
.
).nb the said Grantor s Will Warrant generally the property h~r~by ('(Jnveyed.
In :lPitnt.. ;DI~"-t"f, the said (}mnlurS Ita ve hereunto set their
and seals the day and year first abore written.
hand S
SI[)i1fiiL-
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Dewey R. ~ong'
Beatrice E. Lo~
'wI
/ '-
a;"mm"n'ltt'41t~ ot lltnn.llh,nia
O,fouutu of CUl1BERLAND
On thl., th8 It. & dall 01 I~lcl;c 19 77 . b810r8 m8,
a Notary Public th8 ..nd8"',nlYl of1l,c8r, ""..onall" app.a,1Yl
DEWEY R. LONG and BEATRICE E. LONG, his wife,
} ...
known to m,(oTlatYlactorllll prov8n)to b8 Ih. p8r10JE Who.8 na~ S
1.....I,..m8nt, and aoknowllJd,1Jd that t M y""o..tlJd tM .a_
are
'''b'Crib8~ ~ol~~rFhtn
'~ .'
.., '.' -" ,
10' th8 P"'POO8 ,,"'''!i'' . co,.hit"r-d.
;" :' J - .
IX WITXESS WHEREOF. I haV8 M,..."to ..t m",ha~ ~<</ not,arial:",,;* .,....
ACtlc U /tL lh /'l/'WL'
/
;J Ji,.-,bU Q;tdifll that tlae precise reside1lce OM CO"'fllele flost office oddress of tlae gra..tee
herei1l l. 316' Fifteenth Street, New Cumber d, Pe ns lva ia 17070.
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It.{,,ratb in the. Of!tce for Recordinl of Deeds ii and fO~....nl.--r-'e..t-'~'::f.:
6 (L.-'.L.7 in Deed Boolc- /? 7 No. c':</
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, 1II.......7 mZ:nd seal 01 Olfl.ce.t~is~f_r~-
day 01 / {!'" A-.:,~.n~n.o Domml 19 ,,7/
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eriiiJl'7 ~GE 457
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Recorder
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/
06
ALLIANZ LIFB INStJRANCB COMPANY OF NORTH AMBRlCA
CONTRACT SUMMARY
,1 Number:
/ared For:
70461967
JEAN E LONG
316 15TH ST
NEW CUMBERLAND PA 17070
79
FEMALE
08/28/1926
06/22/2006
MasterDex 10 Annuity (A Flexible Premium Deferred Annuity Policy with an Index
Benefit)
Agent:
DWIGHT LEATHERMAN
141 ASPEN DRIVE
EAST BERLIN PA 17316
.lge:
Sex:
Birthdate:
Policy Date:
Plan Name:
$13,300.00 Initial Premium
Based on an Initial Premium of $13,300.00, the values on the following page show the Current and
Guaranteed Annuitization Values and Current and Guaranteed Cash Surrender Values prior to
receiving annuity payments.
The Initial Premium and any Additional Premium paid during the first five Policy Years receive
a 12.00% Premium Bonus - which is credited on the same day Premium is received.
The Supplemental Application will have been completed to indicate the Premium Allocation
Percentages to the Index Allocations and/or Interest Allocation.
Adjustments for each Index Allocation, if any, are added to the Annuitization Value at the end
of the Policy Year. The Annual Index Rate determines the Adjustment for each Index Allocation.
The Annual Index Rate is the sum of the Monthly Index Rates for the Policy Year or zero,
whichever is greater. The Participation Rate determines the maximum percentage of the
Unadjusted Index Change used to calculate the Monthly Index Rate for each Index Allocation.
The Monthly Cap determines the maximum Monthly Index Rate. Annuitization or a Full Surrender
of the policy prior to the completion of a Policy Year will result in no Index Adjustments for
that Policy Year.
Adjustments for the Interest Allocation are added to the Annuitization Value. The allocated
amount will earn interest at the current declared rate of interest and will be credited monthly.
The guaranteed minimum rate of interest credited is 3.25% for the first Policy Year and 2.0%
thereafter, compounded annually.
The Annuitization Value, at issue, is equal to the Initial Premium plus any applicable Premium
Bonus. It is increased by any Interim Interest Account additions, any Adjustments, and any
Partial Adjustments. It is decreased by any Partial Surrenders and any Systematic Withdrawal of
Credit payments.
Any Additional Premium paid plus any applicable Premium Bonus will be placed in the Interim
Interest Account until the start of the next Policy Year. The current declared rate of interest
will be calculated and credited monthly and the guaranteed minimum rate of interest credited is
3.25% for the first Policy Year and 2.0% thereafter, compounded annually. At the end of the
Policy Year, the Interim Interest Account will be allocated to each Allocation according to your
Premium Allocation Percentages. The Interim Interest Account will then be set equal to zero.
At any time, you may submit a request to change your Premium Allocation Percentages. When the
Interim Interest Account is allocated at the end of a Policy Year, you have the option to
change that allocation by sending us Notice within 21 days. If Notice is received after 21
jays, it will not be effective until the next allocation.
~t any time, you may submit a request to change your Reallocation Percentages and/or reallocate
your Annuitization Value. Reallocation will only occur at the beginning of a Policy Year and
is not automatic. To be effective for the current Policy Year, you must send us Notice within
21 days following the beginning of the Policy Year. If Notice is received after 21 days, it
Nill not be effective until the beginning of the next Policy Year.
rhe Cash Surrender Value is the sum of 87.5% of Premium paid plus Cash Surrender Value Interest
:redits minus any withdrawals, all accumulated at the Guaranteed Interest Rate for the Cash
3urrender Value of 1.50% compounded annually. Under no circumstances will the Cash Surrender
falue be less than the Guaranteed Minimum Value.
rhe Guaranteed Minimum Value is equal to 87.50% of Premium paid minus any withdrawals,
lccumulated at an interest rate of 2.65% for any Index Allocation and 3.00% for the Interest
Uloca tion.
~he Annuitization Value is the amount used to calculate annuity payments if the policy has been
.n deferral for at least five Policy Years and an Annuity Option of at least 10 continuous years
.s selected.
:f surrendered or annuitized without meeting Annuitization Value requirements, the Cash
lurrender Value will be paid. This amount may be les. than Premium paid (refer to the
Naranteed Cash Surrender Values below).
..
MetLife
ACCOUNT STATEMENT
Please retain this stltement
for your records
PREFERENCE PLUS@ Account
A Variable Annuity
.
Please send all correspondence to the below address or your
FinancialService Representative: DIETZ DUANE R
l\ietLife Telephone 1 (717) 724.9700
P.O. Box 10342
Des Moines, IA 50306-0342
Telephone: 1(800) 638-7732
Or visit us online at eservice.metlife.com
STATEMENT PERIOD 01/01/07 - 03/31/07
~-- ACCOUNT-......-.T-r~~L~
! 077004621 AB NQL I
---
-
---
-
JEAN E LONG
316 15TH
NEW CUMBERLAND, PA 17070-1311
111111111111I111111111111111111111111I111111111111111111111111
111-3512
t
L"'-
I
ANNUITANT
YOUR ACCOUNT SUMMARY INFORMATION SINCE ISSUE
S
I---TOT~
I W1THDIlAWAlS
I
I
17,310.11 Is
I
I
I
i
0.00 IS
I
I
TOTAl CHARGES I
I
AND fEES i
I
I
I
0.00 Is
I
I
I
I
NET TOTAl G4lN OR
lOSS OR
INTEREST EARNINGS (1)
I
10,089.12 IS
ENDING BAlANCE (2) I
03/31/07 I
---J
I
i
27,399.23 !
i
i
-
~
I
~
I
I
, INDIVIDUAL
i
I
TOTAl CONTRIBUTIONS
YOUR ACCOUNT BALANCE AS OF THIS STATEMENT PERIOD
I I 01/01/07 ~ +CONTRIBUTlONS/1 ---r---- 03/31/~7 I ASSET I
I - W1THDIlAWAlS/ I - TOTAl NET GAIN OR ENDING BAlANCE
i ACCOUNTI ~ OPENING BAlANCE
- I TRANSFERS I CHARGES lOSS OR ~ce. UNITS I DOllARS 1 % I
~IVlSION I ACe. UNITS ! DOllARS I TRANSFERS TO I FROM AND fEES INT. EARNINGS
I
I FIX DINT I NAi 27,167.80 I 0.00 ! 0.00 0.00 I 231.43 I NAI 27,399.23 : 100.01
I TOTAl S 27,167.80 I 0.00 0.00 ! 0.00 I 231.43 S 27,399.23
YOUR CURRENT ALLOCATIONS FOR FUTURE CONTRIBUTION
100% Fix Int Ace!
YOUR ASSET ALLOCATION BASED ON ACCOUNT BALANCE
(Please See Asset % Above)
100.0%
See last page for footnotes.
15959AO' 1-1' '-3512
Page 1
II! !IIII!I ; 1111I111111111 !lll III II
· Oppenheimer PA Municipal A (OPATX) - Mutual fund chart - MSN Money
Page I of I
.
Fund: OPATX
--CfiI!I
i~~ AMERfTRADI ,. ,... ; t..; ,~
'1 i'.\IZIi.pj\;'Sf: - .',
Oppenheimer PA Municipal A (OPA rX)
~~~~i~~
Previous Close: 12.25
Eac,tern Time
Oppenheimer PA Municipal A
(>.i t~, HltJh tON Op;:n c: IlJs':~ VoIUl1lt!
r.: J/26/~OO7 13.0700 13.0700 13.0700 13.0700
Guided Research 3/23/2007 13.Q700 13.0700 13.0700 13.0700
~', "'"rr' 3/22/2007 13.0700 13.0700 13.0700 13.0700
Find Funds 3/21/2007 13 0900 13.0900 13.0900 13.0900
3:20/2007 13.0800 13.0800 13. 0800 13.0800
3/19/2007 J1. 0800 13.0800 13. 0800 13,0800
Data providers
Copvnght 2007 C!il,< for Ro:';tr,n,!)ns.
Q~IOt(,5 supplied bv COIl,'3t[)Ck, an Interactive Data company.
Planning
Related links
P,lqe gef1erated 12/13;2007 10:42 AM Eastern Time
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