HomeMy WebLinkAbout05-12-08
~
15056051047
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 1 ('128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
Date of Birth
Decedent's Last Name Suffix
Decedent's First Name
MI
(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
_ 1. Original Return
C)
2. Supplemental Return
C)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
C)
4. Limited Estate
C)
C)
C) 4a. Future Interest Compromise (date of
death after 12-12-82)
C) 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
C) 10. Spousal Poverty Credit (date of death C) 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
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
-
:-")
.~,
-0
First line of address
Second line of address
ZIP Code
_~;J
--;
jt
DATE FILED
1-.,)
State
1',)
CO
o ';'f~
Correspondent's e-mail address:
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.
/VO. ~
/()7/)
DATE
ADDRES t(
_I DO )lC) t t::::- DAD}
N(3vJ GM f?ei<l.-j.tJO f{ /167D
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051047
15056051047
....J
~
-.J
REV-1500 EX
Decedent's Name:
RECAPITULATION
1. Real estate (Schedule A).
15056052048
. . . . .. . .. . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . '." . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
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. Jointly Owned Property (Schedule F) C) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) C) 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.
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_
16. Amount of Line 14 taxable
at lineal rate X.O ~'5
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . .
" . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
()v~
\f.... '" N
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15056052048
Side 2
15.
16.
17.
18.
C)
15056052048
--.I
REV-1500 EX Page 3
File Number
Dece~ent's, Complete Address:
DECEDENT'S NAME
STREET ADDRESS
eOfiA H,SttAff~R
J oo-ttDltl\11" .. A/...LEN D.Rlv~
lA.. f> -p~ ..~ AJ,"bEPI' u;-;'!MJI; H f P.
t:.C c. G
c;J'\0aa&t\lQ c;: roT'j
STATn
r'A~
ZIP
CITY
l 7 {)G"~
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
Sb 43.~D
. . .t-~Q~-t5u/)
----$)-1\5'.3_--
Total Credits ( A + B + C )
(2)
71 y;q. D:3
3.
Interest/Penalty if applicable
D. Interest
E. Penalty
~. Df>
- -U..-bDn
(3)
110. 1))
/3 4\~14:7
4.
(4)
5. If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
A. Enter the interest on the tax due.
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;.......................................................................................... D B
b. retain the right to designate who shall use the property transferred or its income; ............................................ D [;j
c. retain a reversionary interest; OL,......,................................................................................................................. D I:i6'
d. receive the promise for life of either payments. benefits or care? ...................................................................... D [0"
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D [B'
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 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-1502 EX+ (6-9.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
IS \)N~ H. gHf\FFr::~ IfJ,..l...t16 ~ Qi5' I
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
j.,.
DESCRIPTION
H()~f A t\)j) I-lJ1" - b~'J... t..ew lS (3e~~~ ~f\ p -
fAl~U ~s vJ -'-;wfV5t\ If I 'JDRk. CP\Uf~ I ~
70'-0 - Se~1"I-t:p\~ T t)ro 3-~-o~ - 3el-L\I\l(; ft<Jt.f:
--""7<- AN~ Sswe~ Re J=='"" "'0..5
VALUE AT DATE
OF DEATH
/3'1. 'fDV. DD
~*.q~
-.
.
~
TOTAL (Also enter on line 1, Recapitulation) $ (un.. 5~ )~ ~
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (1-97)
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
60Nt.. tl. Stlf)..Ff~6l
FILE NUMBER
~1-D~-6351
ITEM
NUMBER
1.
~,
3.
J-f.
6.
DESCRIPTION.
H6~~ e t\ b\-C f CJ... ~ 1\I \ ~t't l '" ~ ~
P tv c. fbt\IJk -" Ac.v04a..lI>l ~ , t>6')....l>bL 1 t) 7
f'MOJ:;tJ-(rAI... INS CD - L.ifC IN; _!--h~t;aj\l\JD
13€.~v ~ f-\C-tl\R. '\ f /'1.1: ~Q;:::A'5 [;=0 \-t ~,z...
HI~H Ml\~K Rf F-u.tvO
VALUE AT DATE
OF DEATH
~50[) . [)V
JO bb 7.41.-
'T or 1. A., Y
J77 . I b
I /. /) t
L (
I'
,.
TOTAL (Also enter on line 5, Recapitulation) t - /6f '147.50
(If more space is needed, insert additional sheets of the same size)
REV-l509 EX _(1_97\
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
f.DN.lP\ H. I') H A Pr6R.
FILE NUMBER
:1.1-t) 1'- 035'
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. Ft...o~ 0 f. 6ffAfFei..
b ~ J..t:WI 6 e8~~ ~^()
JV~~ C~f~LfV.JA {1\,,'" rJ6~O
s.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate_ VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 1'f1'1 /::'00 -Sl-\p.R.e..s SO~,..~ f~N ~, ~~5.:a.l q...\ J b~- i> 0 5lJ Ih51ll ,DD
:L, A, Sove ({.elf!:1N 6 A rvt<. 1l":1" pJt) 0771 03Q ~1Jt ~tt97 ,yb --.!:J?; 11 'd- ~~., t
'3, A. ~l " It II [b(,[ ~ jP-l I I <too, 1 t 5b 'f cD~'3I.o
"\. ~, l~){)(f\ P rJ <.- &'" tV K A"-r ~l !31Ui> ",~~1lfb 1 j 3-?b' ;1.3 !:Ji> 5-6 '1D. l 'l.
/" .
6. A. b srt f\Res Ml(tt\~ T U>fl.D ~ 37.'H ~,,;t. IJb Jj)7. J II. 03
TOTAL (Also enter on line 6, Recapitulation) $ 0...\ ~ ~ '\4 \ \~
~
(If more space is needed, insert additional sheets of the same size)
REV-151 i EX+ (10-06)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~ n N\\
H t h t\f\FFf~
Debts of decedent must be reported on Schedule I.
FILE NUMBER
~\-Of ~ 035\
ESTATE OF
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
G.-f"o,vB -&-- ~rt~~~
~Il(
F'\.LNeftt\'- ~OM~
Cu..-r tv AM6 ON G~p..lI~ M."~E\(.
7D~~.D()
\\7.00
9----
B. ADMINISTRATIVE COSTS:
1 . Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City
State _Zip
Year(s) Commission Paid:
2.
Attorney Fees
'73'7'1 .{j D
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _Zip
Relationship of Claimant to Decedent
4. Probate Fees ~b5. 'b1J
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. t R.~ .... 1 tJ t. () fl\ t \t>. ~ ~ ()"l: \'t~;',oO
1.{~1.o~/~
'1. ~E:.~ I f\~ V I t....L \\\.(!) f. - C A.t.t. 6G1 l,5 .0'0
q. ~~ \.\ \\ ~v 15" b~ u.~'1'J...,~\)
It ~ L.-t~\ t' M ~ ~,,~ 0'1 '-\&)- 6C; \ " I:, b~
ll. f ~feN5~S 6N 9Al-~ ()f I\~ f\\.. (grf\1b J ~tn.b nq
TOTAL (Also enter on line 9, Recapitulation) $ C () UT1 i\!tA,tr()
(If more space is needed, insert additional sheets of the same size)
3C+\ e. 0"-\ ""f: H
( C,DNil '11),-, e C J
EO tV~ H-. G' H~ }Zr:-e:~
'J.\- ~r;- {)2Sj
11.... Rt:: G t ~if~~ tJf IN Il,..LS - fl'-€ lAy.. Re-nJ.-RtJ }5.D 0
/J. \1 h L, [?e~er<.tr6 - LoCAl... IN V~rf)roflJ1 I~Di)
I ~( I' II " II .- r1 Le A Cv ()1lv(l) T I 'Z"~. 00
~
)" S E;tJr/NLJl..... NevJSJJA fER frO tJ e-A rl~-5 J:.~rn r8 )'34. b D
)&> C u.M8 eAt- A NOLA w J l>/.t.R)J +..t..... .....' L , 75lDD
n. BONO To 6BtA\ N grt:JC.I. (eA.I/F IC.A-re: fD ({. ~v.sr ~ _ H Lf l/: I 'f('
C-C1t11 FIe A. ~
~~(v
~r$\ L..
4(,,10 b7. 1> 7
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
E DAJf\ tit ,SHnF FD'R gJ-D~-6351
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116 (a) (1.2)] l t>t/'h ../
1. r LO'1 p f. ~tiAff~ - 3~~ L~wl$~,r~J ~
((1:>"'::0 I N& Lv (;~~l..I\AH) I fA,
/1fnv
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)
Southern Company Services, Inc.
POBox 54250
Atlanta, Georgia 30308
Telephone 800-554-7626
04/11/08
Southern Company Services A
the southern electric system
Edna H Shaffer And
Floyd P Shaffer Jtwros
628 Lewisberry Road
New Cumberland PA 17070-2710
ACCOUNT VERIFICATION
Dear Sir/Madam:
As of March 19,2008 , the individual listed above, Account Number 362879 held a total of
600 shares of Southern Company common stock. The closing value of one share was
$35.28
The account has been opened since 12/14/88.
Transfer instructions are included.
If you need further information, please call us at:
Telephone: 800-554-7626
Stockholder Services
MIRANT CORPORATION COMMON STOCK SHAREHOLDER VOLUNTARY SALES PROGRAM
"
MIRAII'I
February 28, 2007
Dear Mirant Corporation Shareholder,
Mirant Corporation is pleased to extend the Voluntary Sale Program (the "Program") to provide shareholders owning fewer than 100
shares of Mirant Corporation common stock (the "Common Stock") the opportunity to conveniently sell all of their shares. This is a
limited-time offer scheduled to expire at 5:00 PM Eastern Time on March 30, 2007.
We value your continued interest in Mirant Corporation, but realize that some shareholders may not wish to continue to own a small
number of shares. Should you elect to participate in the Program, you will receive the average of the closing price, on the New York
Stock Exchange, of Mirant common stock for the week in which your response is processed. A program-processing fee of $1.50 per
share (up to a maximum of $35.00) will be deducted from your proceeds.
Please keep in mind no price-per-share can be guaranteed.
If you would like to take advantage of the Program, we encourage you to act now. Additional information about the Program is
available on the reverse side of this form or by calling our program manager, Mellon Investor Services, toll-free at 1-866-337-6319.
Sincerely,
Mirant Corporation
As of February 23, 2007, the closing price of Mirant Corporation common stock on the New York Stock Exchange (NYSE
symbol: MIR) was $37.01 per share. Based on that price, your holdings would be worth $ 222 . 06
TO SELL YOUR SHARES
If you choose to sell your shares, the Program offers you three convenient options:
Option 1) Internet - Visit the Program web site at www.corp-action.net/mir and follow the instructions on the site.
Option 2) Phone - Call the automated toll-free line at 1-866-829-5757, 24 hours a day and follow the instructions.
If you choose Option 1) or Option 2), please have your Account Code and Control Number located in the bottom portion of this letter
available.
Option 3) Mail - Check the box below, sign and return the form in the envelope provided.
MIRANT CORPORATION COMMON STOCK SHAREHOLDER VOLUNTARY SALES PROGRAM A. FOLD AND DETACH. INSERT IN PROVIDED ENVELOPE A.
125976611 00000006.0000 LT2 176021 J
I USE THIS FORM ONLY IF YOU WISH TO REPLY BY MAIL I
If selling shares by mail, please complete and sign this form, place in
enclosed envelope, and mail to Mellon Investor Services, PO Box 3448,
S. Hackensack, NJ 07606.1948
# of shares you Own Account Code
125976611
Control Number
6.0000
015766861
125976611
1111111111111111111111111111111111111111111111111111111
EDNA H SHAFFER AND
FLOYD P SHAFFER JTWROS
622 LEWISBERRY ROAD
NEW CUMBERLND PA 17070-2710
~
6) Signature: This form must be signed by the registered hoIder(s) exactly as their name(s) appears on the certHicate(s)
or by person(s) authorized to sign on behaff of the registered holder(s) by documents transmitted herewith.
I I
X
Signature of Stockholder
Date
Daytime Telephone #
x
o SUBSTITUTE FORM W-9
PLEASE CERTIFY YOUR TAXPAYER 10 OR SOCIAL SECURITY NUMBER BY
SIGNING BELOW.
190120499
It the Taxpayer 10 Number printed -..
above is INCORRECT OR if the
space is BLANK write in the
CORRECT number here.
1
J
Substitute Form W-9: By signing this form below, I certify under
penalty of perjury, that the number above is my correct taxpayer
identification number, that I am not subject to back-up withholding,
and that I am a U.S. person (including a U.S. resident alien).
PLACE AN 00 IN THE ELECTION BOX
D SELL all my shares
@
By signing this form I authorize ttle sale of shares as indicated
above, and I agree to the terms of the Program described in this
form. If there is no indication marked above, I will be deemed to
have instructed all my Mirant Corporation shares to be sold and
accept the proceeds as described in the program material.
page: ~ Document Name: untitled
DDHIST
DEMAND DEPOSIT DISPLAY HISTORY
6017
03/28/08
S
*
*
*
*
-------Account Holders--------
EDNA H SHAFFER
FLOYD P SHAFFER
--Acct Rel--
PRIMARY
CO-HOLDER
-----Demand Deposit-----
Branch 0077 Area 0077
Officer Class 30002
-------------------Customer Comments-------------------
LEGAL POA DATED 1/9/03 NAMING FLOYD P SHAFFER FOR EDNA
H SHAFFER DD/0771039824
LEGAL POA DATED 1/9/03 NAMING FLOYD P SHAFFER FOR EDNA
H SHAFFER 00/1661221211
(ADDITIONAL COMMENTS EXIST. REFER TO CRF SCREENS.)
-Emp-
--Date--
01/13/05
04/25/05
01/13/05
04/25/05
I
)SJ tJ~L;{G' (u
Date: 3/29/2008 Time: 11:28:21 AM
Page: 1 Document Name: untitled
DDHIST
Demand Deposit Display History
6017
03/28/08
Acct 0771039824
Alpha key SHAFFEH.01
S --Date--
* 02/06/08
* 02/06/08
* 03/06/08
* 03/06/08
03/24/08
03/24/08
Request ALLTRANS
Last strnt 03/06/08
----Description----- -Serial Nbr-
INTEREST CREDIT
DAILY BALANCE
INTEREST CREDIT
DAILY BALANCE
WTHDRWL
DAILY BALANCE
DDDHISTREQ
Only one page of information.
COMMAND ===>
DDDHISTBAL
-Reference- ------Amount------
00000000000 2.51
8,455.02
00000000000 2.34
--;? 8,457.36
06781209500 /t (4,200.00)
/ 4,257.36
.-
/
13J 077 "3/r/o V
DDDMAIN
DDDACCT DDDINT
GN20000I04
F2=Retrieve F3=Exit
F4=CRFwindow
Date: 3/29/2008 Time: 11:28:19 AM
page: 1 Document Name: untitled
DDHIST
DEMAND DEPOSIT DISPLAY HISTORY
6017
03/28/08
Acct 1661221211 Request ALLTRANS
A . - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - CRF WINDOW - - - -- - - - - - - - - - - - - - - - - - -- - - - - - - - - - .
I EDNA H SHAFFER Alpha-key SHAFFEH.01 I
S FLOYD P SHAFFER TIN 190-12-0499 ,I
* I c/O FLOYD P SHAFFER Birth date 09/18/1906 0
I 628 LEWISBERRY RD Home phone 717-938-2953 I
* I NEW CUMBERLND PA 17070-2710 Work phone 000-000-0000 I
* I -------Account Holders-------- --Acct Rel-- -----Demand Deposit----- I, ~
* I EDNA H SHAFFER PRIMARY Branch 0166 Area 0166 I 7
I FLOYD P SHAFFER CO-HOLDER Officer Class 30001 I 5)
I I i)
I -------------------Customer Cornments-------------------- -Emp- --Date-- I 1
I LEGALRQft DATED 1/9/03 NAMING FLOYD P SHAFFER FOR EDNA 01/13/05 I 0)
H SHAFFER 00/0771039824 04/25/05 1
'I LEGAL POA DATED 1/9/03 NAMING FLOYD P SHAFFER FOR EDNA 01/13/05 "
H SHAFFER 00/1661221211 04/25/05 T
L I (ADDITIONAL COMMENTS EXIST. REFER TO CRF SCREENS.) I 02
C
I F3=Exit I
F ,-------------------------------------------------------------------------,
/:' fV
5 Jvf~)~!/( b
Date: 3/29/2008 Time: 11:28:39 AM
Page: 1 Document Name: untitled
DDHIST
Demand Deposit Display History
6017
03/28/08
Acct 1661221211
Alpha key SHAFFEH.01
Request ALLTRANS
Last stmt 03/06/08
S --Date--
* 03/03/08
* 03/03/08
* 03/06/08
* 03/06/08
03/12/08
03/12/08
03/18/08
03/18/08
03/24/08
03/24/08
----Description-----
US TREASURY 303
SOC SEC 030308
190120499A SSA
DAILY BALANCE
INTEREST CREDIT
DAILY BALANCE
CHECK
DAILY BALANCE
CHECK
DAILY BALANCE
CHECK
DAILY BALANCE
-Serial Nbr-
843
844
845
DDDHISTBAL
DDDHISTREQ
Last page of information.
COMMAND ===>
F7=Backward
-Reference- ------Amount------
00077900000 341.00
1,885.97
00000000000 0.10
1,886.07
06356202970 (11.55)
1,874.52
06390209130 (73.81)
1,800.71
06781209510 ~ (900.00)
<73 /,j . I 900.71
<<) . Ol/ '3tlf/ b V
DDDMAIN DDDACCT DDDINT
GN20000I02
F2=Retrieve F3=Exit
F4=CRF'window
Date: 3/29/2008 Time: 11:28:37 AM
o PNCBAN<
The Thinking Behind The Money
April 8, 2008
Floyd Shaffer
628 Lewisberry Rd
New Cumberland, P A 17070
RE: Edna Shaffer (Deceased)
SSN: 190-12-0499
DOD: 03-19-2008
Dear Mr. Shaffer:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account # 5140296846
Established 12-30-1991
EDNA H SHAFFER DEC
FLOYD P SHAFFER
LUTHER L SHAFFER
DOD balance: $11,350.23 non interest bearing
Savings Account
Account # 5002061707
Established 03-30-1999
EDNA H SHAFFER
DOD balance: $10,666.30 + 1.12 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
srncer~l/ ~duL
Colleen Crowder
1-800-762-1775
P7-PFSC-04-F
500 First Ave
Pittsburgh, P A 15219
Member FDIC
Page 1 of 1
Signature Card Image Page
Page 1 of 1
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SHAFFER EDNA H
5140296846
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'J 1'"1 II l'1nno
3/28/08 5:49 PM
OMS No..
A. U.S. Department of Housing
and Urban Development
1. [ ] FHA
4. [ ]VA
6. File Number
B. Type of Loan
2. [ ] FMHA 3. (Xl Conv. Unins.
5. [ ] Conv. Ins.
7. Loan Number
20080067
190820826
Settlement Statement 8. Mortgage Ins. Case No.
C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement
agent are shown. Items marked ("POC") were paid outside the closing: they are shown here for information
ur oses and are not included in the totals.
D. Name of Borrower: Timothy S. Butler, 5505 River Road, #4, Harrisburg, PA 17110
Susan R. Larue
E. Name of Seller:
F. Name of Lender:
Estate of Edna H. Shaffer, 622 Lewisberry Road, New Cumberland, PA 17070
Countrywide Bank, FSB, it's successors and/or affilliates, 2512 Eastern Blvd,
York, PA 17402
Fairview Township
TIN:
G. Property Location:
H. Settlement Agent:
Place of Settlement:
I. Settlement Date:
~2.2 lewisberry Rd., New Cumberland, PA 17070
Great Road Settlement Services, LlC (717) 731-1040
765 Poplar Church Road, Camp Hill, PA 17011
3/28/2008 Proration Date:
3/28/2008
100. Gross amount due from borrower:
101. Contract sales price
102. Personal property
103. Settlement charges to borrower (line 1400)
104.
105.
400.
139,900.00 401.
402.
10,491.88 403.
404.
405.
Gross amount due to seller:
Contract sales price
Personal property
139,900.00
106. City/town taxes 3/28/2008 to 1/1/2009 139.19 406. City/town taxes 3/28/2008 to 1/1/2009 139.19
107. County taxes 3/28/2008 to 1/1/2009 347.97 407. County taxes 3/28/2008 to 1/1/2009 347.97
108. Assessments 408. Assessments
109. School Taxes 3/28/2008 to 7/1/2008 296.09 409. School Taxes 3/28/2008 to 7/1/2008 296.09
110. 1 st Otr Sewer 3/28/2008 to 3/31/2008 1.67 410. 1 st Otr Sewer 3/28/2008 to 3/31/2008 1.67
111. 411.
112. 412.
120. Gross amount due from borrower: 151,176.80 420. Gross amount due to seller: 140,684.92
201. Deposit or earnest money 1,000.00 501. Excess deposit (see'instructions)
202. Principal amount of new loan(s) 111,650.00 502. Settlement charges to seller (line 1400) 18,076.79
203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to
204. 504. Payoff of first mortgage loan
205. 505. Payoff of second mortgage loan
206. 506. Overnight Payoff(s)
207. 507.
208. 508.
209. 509.
210. City/town taxes 510. City/town taxes
211. County taxes 511. County taxes
212. Assessments 512. Assessments
213. School Taxes 513. School Taxes
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. Total paid by/for borrower: 112,650.00 520. Total reduction in amount due seller: 18,076.79
301. Gross amount due from borrower (line 120) 151,176.80 601. Gross amount due to seller (line 420) 140,684.92
302. less amount paid by/for borrower (line 220) 112,650.00 602. Less total reduction in amount due seller(line 520) 18,076.79
303. CASH (X)FROM OTO BORROWER 38,526.80 603. CASH OFROM (X)TO SELLER 122,608.13
SUBSTITUTE FORM 1099 SELLER STATEMENT. The information contained in Blocks E, G, H and I and on line 401 (or, if line 401 is asterisked, lines 403 and 404), 406, 407 and
408-412 (applicable part of buyer's real estate tax reportable to the IRS) is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a
return, a negligence penalty or other sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported.
SELLER INSTRUCTION - If this real estate was your principle residence, file form 2119, Sale or Exchange of Principal Residence, for any gain, with your income tax return; for other
transactions, complete the applicable parts of form 4797, Form 6252 and/or Schedule D (Form 1040).
YOU are requlrea oy law to provloe Great Koao ::;emement ::;ervlces, LLt; (rl r) r::Sl-1U4U Wltn your correct taxpayer IOentillCanon numoer.
If you do ot pr ide Great Roa me rvices, LLC (717) 731-1040 with your correct taxpayer identification number, you may be subject to civil or criminal penalties.
.":'I'~
700. Total sales/broker commission based on : $139,900.00= $8,394.00 Paid From Paid From
Division of commission (line 700) as follows: Borrower's Seller's
701. $4,172.00 to Straub & Associates Real Estate Group, Inc. Funds at Funds at
702. $4,222.00 to The Homestead Group, Inc Settlement Settlement
703. Commission paid at settlement $8,394.00 8,394.00
704.
705. Transaction Fee-Buyer to Straub & Associates Real Estate Group, Inc. 295.00
706. Transaction Fee-Seller to The Homestead Group, Inc 125.00
" ,
801. Loan ori9ination fee to Countrywide Bank, FSS, it's (1%) 1,100.00
802. Loan discount to Countrywide Sank, FSS, it's (2.375%) 2,651.69
803. Appraisal fee to LandSafe Appraisal Services, Inc. POCS 415.00 80.00
804. Credit report to LandSafe Credit, Inc. POCS 35.00
805. Lender's inspection fee
806. Mortgage insurance application fee
807. Assumption fee
808. Lender Fee to Countrywide Bank, FSS, it's successors and/or affil 225.00
809. Document Preperation Fee
810. Flood Check Fee to LandSafe Flood Determination, Inc. 26.00
811.
812. Application Fee to Countrywide Sank, FSS, it's successors and/or affil 399.00
901. Interest from 3/28/2008 to 4/1/2008 at $17.59000/day for 4 days. 70.36
902. MortgaQe insurance premium for
903. Hazard insurance premium for to State Farm Fire and C POCS 428.00
904. FHA MIP (upfront) 1 year to FHA 1,650.00
905.
1002. Mortgage insurance
1003. City property taxes
1004. County property taxes 4mo.@ $53.2600 per mo. 213.04
1005. Annual assessments (main!.)
1006. School Property Taxes 11 mo.@ $97.0100 per mo. 1,067.11
1007.
1008.
1009. Aggregate Adjustment to Countrywide Bank, FSB, it's successors and/or affil (409.08)
1101. Settlement or closing fee to Great Road Settlement Services, LLC POCS 0.00
1102. Abstract or title search to ACE Abstracters POCS 150.00
1103. Title examination to Great Road Settlement Services, LLC POCS 0.00
1104. Title insurance binder to Great Road Settlement Services, LLC POCS 0.00
1105. Document preparation to Great Road Settlement Services, LLC 125.00
1106. Notary fees to Cash 25.00 10.00
1107. Attorney's fees to Robert Myers, Esquire POCS 0.00 500.00
includes above items no.: Estate Items
1108. Title insurance to Great Road Settlement Services, LLC 1,058.75
includes above items no.:
1109. Lenders coveraQe $111,650.00
1110. Owners coverage $139,900.00 $1,Oq8.75
1111. Endorsements-1 00,300,900 to Great Road Settlement Services, LLC 150.00
1112. Closino Protection Letter to Great Road Settlement Services, LLC 35.00
1113. Real Estate Tax Certification to Patricia A. Gordon, Fairview Township Tax Collectc 10.00
1114. OvemighUWire to Great Road Settlement Services, LLC 75.00
1115. Deed Preparation to Robert Myers, Esquire 150.00
m ,
1201. Recording fees: Deed $42.00 Mortaage $56.00 98.00
1202. City/county tax/stamps: Deed $1399.00 1,399.00
1203. State tax/stamps: Deed $1399.00 1,399.00
1204.
1205.
1206.
1301. Survey
1302. Pest inspection
1303. Home Inspection
1304. 2007-08 School Tax (8/20/07) to Patricia A. Gordon, Tax Collector POCS 1140.74
1305. 2008 CountvlTownship Tax to Patricia A. Gordon, Tax Collector 626.29
1306. Inheritance Tax to Register of Wills 6,862.50
1307. 2nd Quarter Sewer to F airview Township 51.00
1400. Total settlement charoes (entered on lines 103, section J and 502, section K) 10,491.88 18,076.79
Susan . arue
To the best of my knowledge, the HUD-1 Settlement Statement which I have prepared is a true and accurate account of the funds which were received and have been or will b.
disbursed by the undersigned as per of t ent of this transaction.
~t~L<?,
dg-
d l/?/ r
lIement Services, LLC Date
SELL ANDIOR PURCI'lASER'S STATEMENT Selle(s and Purcl1ase(s signature hereon acknowledges his/their approval of tax prorations and signifies their
u rstanding that pro~ati~ns were based on taxes for the preceding year, or estimates for the current year, and in the event of any change for the current year, all necessary
djustments must be"made between Seller and Purchaser, likewise any default in delinquent taxes will be reimbursed to Title Company by the Seller.
Title Corti"'p'any, in its capacity as Escrow Agent., is and has been authorized to deposit all funds it receives in this transaction in any financial institution, whether
affilia t'Jr"not. Such financial institution may provide Title Company computer accounting and audit services directly or through a separate entity which, if affiliated with Title
mpany, may charge the financial institution reasonable and proper compensation therefore and retain any profits therefrom. Any escrow fees paid by any party involved in
this transaction shall only be for checkwriting' and input to the computers, but not for aforesaid accounting and audit services. Title Company shall not be liable for any interest
or other charges on the earnest money and shall be under no duty to invest or reinvest funds held by it at any time. Sellers and PurChasers hereby acknowledge and consent
to the depositof the escrow money in financial institutions with wi1icl1 Title Company has or may have other banking relationships and further consent to the retention by Titie
Company and/or its affiliates of any and all benefits (including advantageous interest rates on loans) Title Company and/or its affiliates may receive from such financial
institutions by reason of their maintenance of said escrow accounts.
~Ss:~;:~~;;~;,~... _M" 'g'''' 'M>MO', "M"'... >h.. .h. _."""'M' h._." ... ~,.~U ..~. ^"" -0;". T'>~~ M 'h. ..-.
T'm"",:X~ ~.'\",J ~ ''''', "'~. """',
Susan KLarue
WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can Include a fine anI
imprisonment. For details see; Title 18: U.S. Code Section 1001 and Section 1010.
ROBERT E. MYERS
A'ITORNEY AT LAW
100 YORK ROAD
NEW CUMBERLAND, PA 17070
~~'
4~~-~'~-~
,,:,,~"""~'~""<"""
LAST WILL AND TESTAMENT
OF
EDNA HAZEL SHAFFER
I, EDNA HAZEL SHAFFER, now of Messiah Village, Upper Allen
Township f Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish
and declare th~s to be my Last will and Testament, hereby revoking
all other Wills and Codicils previously made by me.
I TEM I:
I direct that payment of all my just debts,
expenses of my last illness, funeral expenses, and the costs of
administering lS estate from my estate as soon after my death as
conveniently may be done.
ITEM II:
I give, devise and bequeath my house with all
contents of house and lot situate and known as 622 Lewisberry Road!
Fairview Township, York County, Pennsylvania and one half (1/2) OI
the residue of my estate to FLOYD PAUL SHAFFER! my son, and if he
is not then livj_ng then to RUTH SHAFFER, his wife; if both are no~
then living th"":~l to JOHN W. F. YORE, my friend, now of Lemoyne,
Pennsylvania.
ITEM III:
In the event that I do not own the house
situate and known as 622 Lewisberry Road, Fairview Township, York
County, pennsy Ivania at the time of my death then FLOYD PAUL
1
t
~
~,
,>1
SHAFFER, my son, to receive a three-quarter (3/4) share of my
estate and if he is not then living then to RUTH SHAFFER, his wife,
and if both are not then living then to JOHN W. F. YOHE, my friend.
ITEM IV:
In the event that I own the said house and lot
situate and known as 622 Lewisberry Road, Fairview Township, York
County, Pennsylvania, which goes to my son FLOYD PAUL SHAFFER, the
remaining one half (1/2) of the residue of my estate to go to FLOYD
PAUL SHAFFER, my son, in trust for the following purpose:
A. The corpus and accrued interest of the said trust to go to
LUTHER LEROY SHAFFER, my son, if a single person or upon him
becoming a single person and if he should then be dead or die
before becoming a single person then the said corpus of Trust and
accrued interest to go to FLOYD PAUL SHAFFER, my son, and if he is
not then living then to RUTH SHAFFER, his wife and if both are not
then living then to JOHN W. F. YOHE, my friend.
ITEM V:
In the event I do not own the said house and
lot situate and known as 622 Lewisberry Road, Fairview Township,
York County, Pennsylvania at the time of my death then the
remaining one-fourth share in the residue of my estate to go to
FLOYD PAUL SHAFFER in trust for the following purpose:
A. The corpus and accrued interest of the said trust to go to
LUTHER LEROY SHAFFER, my son, if a single person or upon him
becoming a single person and if he should then be dead or die
before becoming a single person then the said one-fourth of the
residue to go to FLOYD PAUL SHAFFER, my son, and if he is not then
2
living then to RUTH SHAFFER, his wife and if both are not then
living then to JOHN W. F. YORE, my friend.
ITEM VI: In the event that FLOYD PAUL SHAFFER dies or
resigns or refuses to act as Trustee in the foregoing two
situations then RUTH SHAFFER, his wife, to be Trustee and if both
die or resign or refuse to act as Trustee then JOHN W. F. YOHE, my
friend, to be Trustee. My Trustee to invest the corpus of either
trust in Certificates of Deposit or mutual funds in the sole
discretion of Trustee and not as otherwise provided by law.
ITEM VII: I direct that any and all taxes that may be
assessed in consequence of my death, including all inheritance,
estate and transfer taxes imposed upon my estate passing under my
will or otherwise, shall be paid out of the principal of my
residuary estate as a part of the expense of the administration of
my estate.
ITEM VIII: I authorize and empower my personal
representative to compromise, adjust, release and discharge in such
manner as my personal representative may deem proper, all debts and
claims owed by or to me or my Estate; to sell, lease or exchange at
public or private sale or in such manner, at such prices, and upon
such terms of credit or otherwise, as my personal representative
may deem proper, all or any part of my property, real or personal;
to exec ute, acknowledge and deliver instruments of conveyance,
including deeds in fee simple; to borrow money for the purpose of
paying estate, inheritance or other taxes which are required to be
3
paid and to secure any such loans by pledge or mortgage of all or
any part of my property and to execute the necessary instruments to
carry out such powers; to distribute my estate in kind or partly in
money or partly in kind, and to determine the fair value at which
any property so distributed in kind shall be received by the
distributees; ta conduct any business in which I have an interest
at the time of my death, for such period as my personal
representative may deem proper, power to borrow money and pledge
assets of the business and the power to do all other acts that I,
in my lifetime, could have done, to delegate such power to any
partner, manager or employee without liability for any loss
occurring therein and to organize a corporation to carryon said
business as capital to such corporation and accept stock in the
corporation in lieu thereof and hold such stock for the uses of
this my Will, and to vote said stock or sell the same as to my
personal representative may seem best; to retain all stocks,
assets, bonds and investments owned by me without being confined to
what is known as legal investments; to execute any options "to
purchase i to apply for stocks i bonds or other investments, to
purchase or otherwise acquire real estate and to execute the same
powers thereover as hereinbefore provided, to retain indefinitely
any part of my assets, real or personal, which is or may become
unproductive or to make sale thereof; to pay carrying charges and
expenses of the property out of other principal or income of my
estate; to invest and reinvest in all forms of property without
4
I
I
restriction to investments authorized for Pennsylvania fiduciaries,
as my personal representative deems proper, without regard to the
principle of diversification or risk; to exercise any law-given
option to treat administrative expenses either as income tax or as
estate deductions, without regard to whether the expenses were paid
from principal 0r income. The powers herein conferred shall be to
my named personal representative and all successors thereto and
shall be in addition and not in limitation of other powers
conferred on said fiduciary.
Any and all payment or payments of any sum or sums, whether in
cash or in kind and whether for principal or income payable to any
beneficiary shall be made upon the sole receipt of the respective
beneficiary to whom the payment is made and free from anticipation,
alienation, assignment, attachment, and pledge and free from
control by the creditors of any such beneficiary.
ITEM IX:
All shares of principal and income hereby given
shall be free from anticipation, assignment, pledge or obligation
of the beneficiaries and any of them and shall not be subject to
any execution O~~ attachment, levy or sequestration or other claims
of the creditors of said beneficiaries or any of them.
ITEM X:
I nominate, constitute and appoint my son,
FLOYD PAUL SHAFFER, as the sole Executor of this my Last Will and
Testament, to serve without bond.
In the event of the
renunciation, death, resignation, refusal or inability to act for
any reason whatsoever of the said FLOYD PAUL SHAFFER, I nominate,
5
constitute and appoint RUTH SHAFFER, his wife,
as the Executrix
of this my Last will and Testament, to serve without bond. In the
event of the renunciation, death, resignation, refusal or inability
to act for any reason whatsoever of the said RUTH SHAFFER, I
nominate, constitute and appoint JOHN W. F. YOHE, my friend, as
the Executrix of this my Last will and Testament, to serve without
bond.
IN WITNESS WHEREOF, I, EDNA HAZEL SHAFFER, have, to this my
Last will and
ra---51
,/ "....J
~/2'-dl__-1>
Testament, set my hand this
3)~Xday of
, 20~) / . (2
dJckco. H1fl~JU
EDNA HAZEL HAFFER
(SEAL)
Signed, se~led, published
the above nc~;'led Testatrix
rtJ(P~ ,20C/ ,
in the presence of us, who, in
of each other, have, at her
witnesses hereto.
and declared by EDNA HAZEL SHAFFER,
on the L =) / J.:.;vc day of
as for her Last Will and Testament,
her presence, and in the presence
request, subscribed our names as
N~
Name
residing
at ~5~~
~ ~~
at c: cfJ t? 1:~)-e.J2/V~ tf? (~
-:fjCi?~i/ 4-I./rro.-? 570- /70 >0
residing
COMMONWEALTH/?~ PENNS.YLVANIA
COUNTY OF L~_,--~ SS
WE, the undersigned, the Testatrix and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn and qualified according to law, do hereby
declare to the undersigned authority that we were present and saw
the Testatrix sign and execute the instrument as her Will, and that
she had signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed
6
r
the will as witnesses 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, and I, the
said Testatrix, do hereby acknowledge that I signed and executed
the instrument as my Last will and Testament, that I signed it
willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed'-e J .. ~~
Gc~ ~Y. ,
Testatri - EDNA HAZ L SHAFFER
~~
';t .' (r...;}bfr'l
\71 ness
Sworn to and subscribed be~r~. ,.
me this q / ~.VI- day of ri/~~~I.A~
20 t;i /
,
J~~ U~.vL~~ ~~
Notary P lic (~,
My Commission Expires:
[;. NOTARIAL SEAl
MAHY D VER -- . -
F .'. . HAGt~, f\!olaru Pub;;,-
alrvlOW r y., .'d'
M\I C" . . wp., ork Coun!l;
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7