HomeMy WebLinkAbout06-05-08~~~ ~,..~~~;~~,,
~' COMMONWEALTH OF
~
REV 15 0 0
PENNSYLVANIA
DEPARTDEPT280 OEVENUE INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601
r RESIDENT DECEDENT ?~ - 07 _ ooss~_
COUNTY CODE YEAR NUh18ER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z OLDT, RONALD J.
1
---- - _ -
188-38-0887
UJ - _ - -
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
V 09/07/2007 ~ 04/22/1951
- _ - REGISTER OF WILLS
W
~ SPOUSE'S NAME (LAST,
FIRST, AND MIDDLE INITIAL)
!
----
-- _ _
SOCIAL SECURITY NUMBER
REBECCA E'
OLDT 313-58-2568
F ~ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Retum (date cr dean, pnnr to ~z-i3-szj
w a ~ ^ 4. limited Estate ^ 4a. Future Interest Compromise (date of death after 12-12.82) ^ 5. Federal Estate Tax Retum Required
~ a m ^ 6. Decedent Died Testate (Anna, copy of wo; ^ 7. Decedent Maintained a Living Trust (Attach copy of Trustj ~ 8. Total Number of Safe Deposit Boxes
Q ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit ;date of death between 12-31-91 and'-t-951 ^ 11. Election to tax under Sec. 9113(A) (Attach sch o>
~
z THIS SECTION MUST BE COMPLETED: ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
w
°z NAME
JORDAN D
CUNNINGHAM
ESQUIRE COMPLETE MAILING ADDRESS
o .
,
-- - --- -- -- 2320 NORTH SECOND STR
N - ---- --- -
FIRM NAME (ItApp~icab~ej EET
~
CUNNINGHAM & CHE
RNICOFF
P.C. HARRISBURG, PA 17110
~
p _
,
----
TELEPHONE NUMBER
~ (717) 238-6570
Z
0
Q
J
H
a
U
W
Z
Q
F-
a
2
U
1. Real Estate (Schedule A) (1) 0.00 ~
{ ::7 ~__a --t
: -
2. Stocks and Bonds (Schedule B}
(2)
0.00
~ ~
-~,
r~_
e. ,. '
r ='?
---
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(3)
0.00 =~
!P `. ,-~
~ ... -
( ~ 3
~ =~'
4. Mortgages & Notes Receivable (Schedule D} (4) 0.00 ~y~>' ~ ~~ ~ ~-~
5. Cash, Bank Deposits & Miscellaneous Personal Property
(5)
25,719.84 ~~L~
~ ~ _' '~ -ry
~ ~ ~ ' ~_7
~ ---k
(Schedule E) _ ~ r ~ ~
r- P
6. Jointly Owned Property (Schedule F) (6) 285.00 =~ r,~ ,
i.,7 t"`y
^ Separate Billing Requested f`J v' ~
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (7j 3,052.33
(Schedule G or L)
8. Total Gross Assets (total lines 1-7) (8) 29,057.17
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 5,572.67
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 10,638.62
11. Total Deductions (total Lines 9 & 10) (11) 16,211.29
12. Net Value of Estate (Line 8 minus Line 11) (12) 12,845.88
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 0.00
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 12,845.88
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax 12,845.88 0
rate, or transfers under Sec. 9116 (a)(1.2) _ __- _-.__ - _ x .0 -_-_
16. Amount of Line 14 taxable at lineal rate ---- - -- ___ -___ x .0
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
> >s~BE SUREI TO ANSWER ALL QUESTIONS ON REVERSE' SIDE AN[
(15) 0.00
(16}
(17)
(18}
(19) 0.00
RECHECK MATH <
U
Decedent's Complete Address:
STREET ADDRESS
_3_B_R_ICHLAND__LAN_D____ _ __
__-
APARTMENT 208
clrvCAMP HILL sraTE _- - _ ziP
T PA ~ 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. CreditslPayments
A. Spousal Poverty Credit _____ __ _. ____ _ _ ____
B. Prior Payments
- - __-
-- _
C. Discount
_ Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest _
---- _
E. Penalty
Total InteresUPenalty (D + E) {3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
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 :.......................................................................................... ^
b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ ^x
c. retain a reversionary interest; or .......................................................................................................................... ^ ^x
d. receive the promise for life of either payments; benefits or care? .................................................... ^
..................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. ^ ^x
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^ ^K
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ^x ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I dedare 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.
Dedaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
-- - - --
-- --_
ADDRESS r
REBECCA L. OLpT; 7~~ T MAN ROAD, GREENTOWN, PA 18426
_ _ __ - - --
_ _ __ _
SIGNATURE Q..F PREPA OT AN REPRESENTATIVE DATE
-__... _
_ -- - ---
- -- __
ADDRESS
JORDAN D. CUNNINGHAM, CUNNINGHAM & CHERNICOFF, P C., 2320 N.SECOND STREET, HARRISBURG, PA 17110
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)j.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12°1° [72 P.S. §9116(a)(1.3)]. Asibling 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-1508 EX+ (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RONALD J. OLDT 210700887
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 MEMBERS FIRST FEDERAL CREDIT UNION
(a) SAVINGS ACCOUNT, N0.289943-00 75.94
(b) CHECKING ACCOUNT, N0.289943-11 37.46
(c) INVESTMENT SAVINGS ACCOUNT, N0.289943-05 1,495.20
2. HIGHMARK
(a) PAY CHECK FOR PERIOD AUGUST 31 -SEPTEMBER 7, 2007 1,245.75
(b) VACATION PAY 1,540.33
3. COMMUNITY BANKS ACCOUNT N0.203300000189 2,658.62
4. 2003 MR-2 TOYOTA SPYDER 13,925.00
5. CLASS ACTION SETTLEMENT PROCEEDS
(a) IBM 131.33
(b) IBM 35.21
6. 2001 Hyundai Tiburon 4,575.00
TOTAL (Also enter on line 5, Recapitulation) E I 25,719.84
(If more space is needed, insert additional sheets of the same size)
MEMBERS 1~
FBDfiRAL CRBUTf [JNION
SAVINGS ACCOUNT
Account Number/Suffix 289943-00
Date Account Established 07/29/2006
Principal Balance at Date of Death $75.94
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $75.94
Name of Joint Owner None
CHECKING ACCOUNT:
Account Number/Suffer 289943-11
Date Account Established 07/29/2006
Prinapal Balance at Date of Death $37.46
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $37.46
Name of Joint Owner None
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 289943-05
Date Account Established 08/16/2007
Principal Balance at Date of Death $1,495.20
Accrued Interest to Date of Death $.07
Total Princpal and Accrued Interest $1,495.27.
Name of Joint Owner None
LOAN ACCOUNTS:
Account Number/Suffer 289943-01'
Date Loan Established 04/02/2007
Principal Balance at Date of Death $10,638.63
Loan Type Used Vehicle
Interest Rate 7.14°h
Collateral Held as Security 2003 Toyota MR2 Spyder
Name of Co-Borrower None
'Loan does not have credit life insurance.
Certificate #42 was closed on 08/18/2007.
(~QPY
MEMBERS 1~ FEDERAL CREDIT UNION
Danielle A. Kfine
Insurance Services Specialist
October 9, 2007
Estate of: RONALD J. OLDT
Date of Death: 09/07/2007
Social Securfty Number: 18838-7838
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
~HIGH1~1nRIC~
P. O. t3ox 090089
Camp Hill, PA 17088-0084
~~ ~~~~ Pay Groin Pas 37.5 Exaapt Cbeclc /: 0 0171414 0
Pay Begin Date 08/25/2007
Pa EM Date: 09/07/2007 C ec t 19/14/2007
Ronald JoM
O1dt Employee ID: 004764 '
,
1 Richland Lana 8I d03B Apt0208 Cost Center. Dental C 1as8Providar Systa~ II Marital Status: MARRIED Not applie
Camp Hi 11 PA 17011 LocaNoa: t.ltgtP Allowances: 0 •
Job Title: Applipt ion Dawlopar II Addl. Pct.:
Pa Rate: 57,200.000000 Muxml
••'Curreat'•' •'*YTD"'
Descri lion Rate Hours Sarnia Hours Eatnio Uesa on Current
Regular Pay 2,200.00 1357.50 30,593.00 FED OASDI/Disab 133.04 2,505.48
Flax TiM Off 0.00 29.00 043.33 FED FICA Mad No 31.30 604.67
Vacation 0.00 7.50 220.00 FED Mithholdinp 198.62 4,075.02
Personal Paid T 0.00 31.00 874.37 PA Ilithholdinp 65.87 1,273.09
Ineantiv~ Cow 0.00 0.00 1,072.13 PA llrnaploypen 1.97 38.05
PA E PElOt58 T 34.33 663.57
PA E PENNSB T 0.00 52.00
2,2 00.00 1,425.00 42,402.83 of 465.93 9,292.68
Desai ion Current YTD Desai ion Current YTU Desci ion Currrnt YTD
Dental 6.60 125.40 Dependent Life 1.72 32.68 Lifa ^ 12.94 230.86
401K Rip Megee 530.00 6,079.65 Savings 0onds 100.00 1,900.00 Dependent Life 2.26 42.94
HSA E~loyee Ct~ 50.00 850.00 NSA Eaployer Cn 41.67 708.39
401K Rep Uapes 72.60 1,337.40
Totak 386.60 7,055.15 TotaL• 101.72 1,932.68 'Taxable
Current: 2,200.00 1,828.60 465.93 488.32 0 1,245.75
YTD: 42 402.83 35 621.58 9292.68 8987.75 24 122.42
~::
Stan Balance: 7.50 Start Balance 0.00 Start Balaacc 0.00 ADVICE e:
+ Available: 75.00 + Available: 37,50 + Available: 30.00 CFECK 0:
- Tal[en: 7.50 - Taken: 31.00 - Takeo: 29.00 Total:
/- Adjustments: 0.00. +/- Adjustments: 0.00 - Sold: 0.00
F.n4 Balance 75.00 End Balance 6.50 + J- Adjnsemrnts: 0.00 Documrnt N: 000000000384
End Balance: 1.00
MESSAGE:
t~-I~GHNwzKm
P O cox 890088
Camp Hill, PA 17089-0089
DEPOSIT NOTICE ONLY -- :VON-NEGOTIABLE
llATE 09/14/2007 No. 001714140
DEPOSIT AMOUNT ~ 1, 2 4 ~- . 7 5
O1dt,Ronald John
1 Richland Lant aid#3B Apt#208
Canty Hill PA 17011
BAG ~ 0013
LOCATION CHCRP DEPT 1552
ccoun Acwunt Num De nt
Saving: 289943000 1,245.75
Total: i 1 245.75
DEPOSIT NO'T'ICE ONLY -- NON-NEGOTIABLI~;
YOUR RETIREMENT SAVINGS STATEMENT ,~-;~• ,M/~K~
HighMark Investment Ptan T1~~~1
07p1/2oo7 to 09/30/2007
Page 1 of 4
0007574 11411457
REBECCA L OLDT
1 RICHLAND LANE #36
APT 208
CAMP HILL PA 17011
ACCOUNT SUMMARY
' All ~ daa ya„ need to track Your
ti
t i
i
h
Balance an 07/01/2007
Bt~iut So.00 re
remen
nvestment
s
oe. Ths
Transfers into Funds $235,095.13 ~ is desigkd to keep you up
Transfers Out of Funds
li
d G
i
U
L - $107 976.12
` ~ ~~ ~ ~ status ~ Your aaourk
so
ou can effecti
hr
l
d i
t
nrea
a
n/
oss
ze 316.36
S y
p
ve
an an
nves
Endins Balance an 09/30/2007 $127,435.37 foryour future. Take a minute to
rewew your statement carefully and
Net Chan a
~ $127,435.37 im~monediately °~ iriormation
Veseed t
atce $127,43537
Year to Date Contributions $0.00
VESTING INFORMATION
Balsa a VesttrM
Vested bobnce is the amount that is already ~/sy2art wraataae vestN Balsa
yours hosed on the amount of time you
have beenwnrkingforthisempbyerros
defined in the vesting sd-edule of your pbn genefidary Pre Tax
genefiaaryAfter--Tax $115,149.53
$12,285.84 100.0096 $115,149.53
100.0096 $12,285.84
M difference between ouracount
balance and your vestedybabnce wrll be Total 5127,43537 $127,435.37
forfeted if ou leave yourempbyerbefore
you ore fury vesteo:
ASSET ALLOCATION
Vour oaour~t is !0096 inmested in
Other.
Your future investment direction is
-0096 olbcoted to Other.
Carat Atsel I Wqn IrresUral
NetaUoa Ditutia
10094 110091
This table shows how yourinvesiments ore currently albcated among the assetd~sses to he/ you determine if you
need to make ad jusirnents to your olbcdbn. The onset doss infomwtion rs taken from reliable sources, indudu-g the
mutual fund companies, but is not guoronteed by Wadraaa as to compl~eness oraccunxy. Wodwvia shall not be
liable for any errors rn content, or for any odious taken in relbnce thereon Please read eadt fund prospectus corefulty
for more InfYerrrlatlOn.
INVESTMENT PERFORMANCE
3 Maus Yes to Dsle 1 Year 5 Yarn
Your Ptxson~ Rate of Return
n/a
n/a n/a n/a
R®ECCA L OIDT 020588
AMP 11411457 PBS 0000112D3 200J1014144G C
J~0528 20071014 NNNNNN DFLT TEFM1
• 0 2 2 6 8 •
07/bl/2007to 09/30/2007
Page 22 of 4
3 MoNiis Year to Dab 1 Year S Years 11 Yrs/Sia bapiia
bnplio~ Dsb
MIMKT alld Stable
RVST Income Fund II 1.1946 3.5096 4.669b 3.9896 4.8796 06/30/89
.
Ghgroup 90 Day T-Bill 1.1996 3.7196 5.0146 28396 3.6546 n/a
Bood
Dreyfus Premier High Income Fd (I) 0.024b 28746 6.3696 n/a 8.5696 Ol/31/b3
te Bond
Lehman Brothers Aggreg 28496 3.8546 5.149b 4.1346 n/a n/a
a
m 7.68 04/2
Aggrega}e Bond
Lehman Brothers 28446 3.8546 5.1446 4.1346 /a 8
PIMCO Total Retum Fund (Admin) 4.529b 4.7796 5.6796 4.7546 6.3546 09/08f94
Lehman Brothers Aggregate Bond 28446 3.8596 5.149b 4.1346 5.9796 n/a
Stocks
Artisan Small Cap Fund (Investor) 0.6646 9.2996 15.8494 19.0746 5.729b 03/28/'95
Russell 2000 Growth 0.0246 9.3596 18.949b 18.7096 3.6546 n/a
Forward Intl Small Companies (Inst) -1.5746 8.7846 24.109b 30.2096 15.5596 02/b7p2
MSG EAFE NDTR_D 21846 13.1546 24.8796 23.5546 n/a n/a
GMO International Intrinsic Valu (M) 21396 13.9396 24.0996 n/a 23.1096 03/31/87
MSCI EAFE NDTR~ 21894 13.1596 24.8794 23.5546 7.9746 n/a
GMO U.S. Value Fund (Class M) -3.4796 0.5596 5.9796 123796 4.8196 09/16/05
Russell 1000 Value -0.2496 5.9796 14.4594 18.0796 n/a n/a
Marsico Focused Growth Portfolio 10.2196 13.2796 21.9846 n/a n/a 07/IDl/06
I Equity Fund
n
1 96
3 10 Ol/30
NDTR~
MSU
FAFE 2 8896 13.1594 24.8746 jD
59
13;5 ,95 ~
rger Berman Genes Trust 2.6096 16.4796 23.8596 18.6896 11.7646 08/26/'93
R ~
2000 -3.0946 3.1696 123496 18.7596 7.2296 n/a
RVS Trust Equity Index Fund III 2.0046 9.0346 16.2946 15.3496 6.4996 07/bl/93
Standard 8 Poor's 500 TR 20396 9.1346 16.4496 15.4546 6.5796 n/a
~I Cap Equity Index I
~
T 1 3 8 9.4
6 02/Ol
ll ~
Ru
sse 3.
0996 3.0
696 123
446 18 7596 0 ~
RVST Mid Cap Index Fund II -0.9446 10.7394 18.3596 n/a 13.8396 06/04/04
Standard 8 Poor's Madcap 400 TR -0.8794 11.0196 18.7696 18.17 n/a n/a
Templeton Inst Emerging Markets Ser 11.1994 27.9094 48.8194 34.929b 9.9244 05/t)3/93
MSCI EM ID 13.7094 32.0294 54.8494 35.2644 9.1544 n/a
Vanguard REff Index Signal
' 24096 n!a n a n a n/a 06/b5/07
s 500 TR
Standard & Poor 20396 9.1344 16. 15.4 n/a n/a
Otller
Bardays LifePath Retirement Port S 2.0694 5.0646 8.5646 8.4046 6.0646 01/17/06
Bardays LifePath 2010 Portfolio S 2.0244 5.4494 9.6296 10.3044 6.2596 01/17/06
Bardays LifePath 2015 Portfolio S 1.804b 5.8096 10.7594 11.4796 6.349b 01/17/06
Barclays LifePath 2020 Portfolio S 1.7896 6.1996 11.8496 126596 6.419b 01/17/06
Bardays LifePath 2025 Portfolio S 1.5096 6.289b 124796 13.4896 6.4996 01/17/06
Bardays LifePath 2030 Portfolio S 1.4996 6.6096 13.3094 14.3296 6.5696 01/17/06
Bardays LifePath 2035 Portfolio S 1.3896 6.8796 14.0194 15.0994 6.6296 01/17/06
Bardays LifePath 2040 Portfolio S 1.309b 7.0196 14.5694 15.8796 6.6794 01/17/06
Bardays LifePath 2045 Portfolio S 1.3796 7.2394 15.2896 17.2396 7.0496 01/17/06
Pax01 /20f0~ to 09/30x2007 ~ ~ r ~~ ~+ v t/ ~K W
ge #
The I/anguord Group has introduced Signal scares for their index funds, avoibble hrne t, 2007, repkrcing the Admiral stare cbss currently used in your pbn The
expense ratio for Signal shores is,identaal to that of Admiral shores anti holds the same invesimentS EEffffective October 2, 2007, the babnce of Admiral shores held in
uo~plan wrlf autorr-otiralty cornrert to Signal shares Please rood each fund's prospectus for more irrfomation regarding this new shore class of 1/anguord index
The fund performance figures on this statement< ore reported after management feeshave been deducted. MaragerrierK fees ore the expense to nrn the fund. This
fee covers casts such os research, trading, mointainingantody of the assets,ord poymgsabnes tithe professional money monoger(s)ond the support scoff wta
are irti%bed in the day-to-doy monagemer# of the fund For oddtiaal infomatian on (fees and expenses please refer to the fees _ond expenses sectra- of the fund's
prospectus Post performance rs no gucrrontee of (urhnre resoles As with most investrrrerit options, both the value of your investment and your total rum wdl rnry.
Yourshares/orals, when nsdeemed, may be worth move or less thou what you origir-ggy paid forthem. Shat-term performance may be him or lar~ than the
figures shown Please toll your paticipont senrices Ibre for the most current rnfamatron This inforr-a[fon is authorized for use when preceded or arcomporued by
current mutual fund prospectuses The pedom7arrce irdamrtian favthe hforsico Fowsed Growth Portfdb was computed byy Warfraaa Retirement Services usk-g rret
asset ibkre infomratxx- provided by Atel/on Bonk, N.A Data aororacy and completeness convert be garonteed for any pprformarrce infomation provided herein.
INVESTMENT SUMMARY
SliaractUder 1NI1 trrioa tNarkAd val..
sA1~:liia; ~~ dagiAidag E~e1K ~a~i ~
AAAAKT and Shbk
RUST Income Fund II 0.000 0.000 $27.261 $27.585 $0.00 $0.00
CO Real Retum Fund (Admin)
IM
P 0.000 0.000 $10.728 $11.245 $0.00 $0.00
S
~
s
~ Trust Equity Index Fund III 0.000 0.000 $42599 $43.451 $0.00 $0.00
0
Bardays L'rfePath 2015 Portfolio S 0.000 10,754.040 $11.640 $11.850 $0.00 $127,435.37
Total Assets 50.00 $127,43537
Please note that o d~viderrd/capitol gain paymerit to fund slarehdders genera/ty reduces the share price for the fund, so o deueose in the share pn're forthe
statement period may not necessonTy reflect lower fund performance
ACTIVITY SUMMARY BY INVESTMENT
tlata~a OA lAanai:ad BalaAr An
ez~t/re7 tMAiteyl. eo..yoW Gaia/Loss ~/ae/rn
IIAIIAI(T and Stable
RVST Income Fund II $0.00 $2,006.88 -$2,007.10 $0.22 $0.00
Tool AAAAKT and Stable $0.00 52.6-~ -52,007.10 $0.22 50.00
B
PIMCO Real Retum Fund (Admin) $0.00 $18,356.06 -$18,173.12 -518294 $0.00
Total Bond 50.00 S18,356.06 -$18,173.12 -S182.94 50.00
St ~ rust Equity Index Fund III $0.00 $88,370.86 -$87,795.90 -$574.96 $0.00
Total Stocks $0.00 588,370.86 -587,795.90 -5574.96 50.00
ays L~ifePath 2015 Portfolio S $0.00 $126,361.33 $0.00 $1,074.04 $127,435.37
091er .00 1 50.00 51,074.04 5127 537
Total Assets 50.00 $235,095.13 -5107,976.12 5316.36 5127,43537
~~ `~1~,~
your activity summary allows you to see aN tronsartrorrs and investment actnaty in your aaou ~or the quarter. ailed Adtidy by Investr~rent is rnrirloble at 1V1 ~
www.warhovacom/myr~rrepbn. ~ . ~. ~• '~.i1r~ C,~ ~ ~~,\ . ~
.~ ~ ,< ~~
/tlsrawde~ ln~ Yeer Jp/s~ Speats>rr ~° ~~ ` ~
Under the t4ghmarlc Iriiresbment Plan, empbyces hired on or after January 1, 2006 are automatically eruolled b DJe (" ~ ~_"
cor>fribube 39r of you comperua6on to the pllaann, unless you sled rat ib contribute, or b contribute a dif6ererit ~<
amount. Your contrbutioru as of the first pa daft of the first morMh that begins at least 90 days after your
date of hire. You may change 1Tx amourt you utt, or stop coritribu6ng entirely, at any time ~`~ 1 _
If you fail tti designate how you wart your contnbudorn investied, your cor>tributions (and arty comparry ~,~, . ~ f ~
matd>frig coritributioris) wtl be invested m the l.ihpath turd designed for your age group. You may change ~ ~~ ~ '
your contribution percerifage,.stop toribibuting, or designate how you wart your contri~utrons invested, by C~"
going on-line at www.wactiovia.com/myre6rcplan a by calling the participart service hne at i-800847-7227. ~~y~
AF$ECCA l OLDT 0206ap
MAP 11411457 PBS 00001170 200710141440 C
J99528 20071014 IWdNNNNN OFr_T TEfiA
2 2 2 a a+
07/bt/2007 to 09/302007
Page 4 of 4
CUSTOMER SERVICE
H ya wat ix Co~/sd x!h tr.
for Access ~ tluttses b • Access up to date account balance
Y0~ ~ • Transfer between investments
• Changge how future contributions will be
allocated
terww wadtoviacom/myretireplan
Anyrtime
or
Representatives Available 7:00 a.m. to 1 t:00 p.m. ET
~a47-7227
or
Automated Voice Response Unit
Anytime
Ctnline benefiaary maintenance is now available at wachovia.com/myretireplan. You can easrl add new benefidary information on-line or make
future edits to the information as ~propnate. Changges to mformation either on-line or via a Partiapant Account Senrices Representative (800)
847-7227 will generate a paper confirmation that wnll be mailed directly to your address on record.
~ Ige~r~iHiss
Effe~ve Oc6ober 16, 2007, new rules issued byy the Securities and Exchange Commission go mto effect requiring
Wacfrovia b provide partidpant keel trade irrforma6on in fund companies upon request tf a fund compare
iderrbfies irregular or rapid trading (market timing) within one of its funds as defined by its p atlas, the fund
comPanY may direct Wachovia b restrict the partrdpant from initialing any furtlrer purd~ases of that fund. If
such a drreolion is received, Wadrovia is rcqurred by law b enforce that restriction. TFrs and other important
information regarding the funds can be found in ead~ fund's prrnpechrs.
Communit Banks
community Banks
Pennsboro Commons
390 East Penn Drive
Enola, PA 17025
September 28, 2007
Rebecca L Oldt
3B Richland Lane Apt 208
Camp Hill, PA 17011
Ref: Ronald J Oldt Date of Death Balance
Dear Rebecca L Oldt:
Mr. Ronald J Oldt had one account with CommunityBanks. The account, 203300000189,
had a balance of $2658.62 on September 7`h, 2007.
If you need further assistance, please contact me at (717) 909-0561 ext. 25 or via email at
ddevereaux cz,ommunitybanks.com.
Best regards,
Diana Devereaux
Branch Manager
Community Banks
P.O. Box 350 Millersburg, PA 17061 Phone 1-866-255-2580
2000 n~ROUGH 2007
PASSENGER CARS
LIGHT-DUTY TRUCKS
74 Years of Service
~. ~, _ ~a.~.. __ _ __ _ ~
84 TOYOTA
. ~, - ~IM~~ br I~YM Ra/r6 - ly/r w~, tws aM1M~ ~ TnfFH
Aa. ^
q1. ~ 150'
P n27sre~rstl:. n61 1>!7w 20p6/'i4 u'~t s>51~i1w1
111!6 N6d0A5DNN01 >es76 .tilN w75 Cape2D. .....
378
ia77s yw,Mp,rsoxR....: 111!=1206 M1rs~a .:.::... Dr 1e6e N61 ;. ~
~.ataS.yDyp~SDXR(.IND)~. 10M6=r144762M6COM1tlA•41a1. ~~ Mm.~e •7s.
~+ ltlMMAga~Xt+Sy856d1.. i~0 4706 SeAanIDCc...... -.100 Mw ~ ~'
ra~san~ ...T 117y ipB ~ "~~ ::::~ 70ri aqs ~
~ 41a6 caa ~ crs ..,.. 1>I~ 47776 206 ~R ~ zap
~ 21M116R~r71Ea-4g1a1N. ~ .47775s~dn~ .....eaipu 11181 t4~6
E ~ GMT mA ..._. R~'+a~ . ,,~....r.w
11~1~ 1 -tee A41MUAAigVAwii.... is0 , ir6 + ~~
t~116'Saan1E19[enOMd _ 1006 11710 ~~
R 1212ssmna~ 1!11611476 t s,~ iz6Mi ~
12A76 S~gi~ddsai~/DlE{1A<) 121N 7a16 ~~~~ ~ ., S66
1 wOrin~~ !i 1IN78 10•A11Fa~slai~ tM tt6 ~
A ~ ~ ~ :: ~ ;im°~5s as ~ 3x6 a76 t7s
2w1GMMf76Wk00 6!1~ ~/ tNABaMrx4NMort. 7M t!5 71171TA
ItlMfbupelQ~SoEF tfLyall) 18M0 76 Re~vY~ - ~ `1M a 52750
t Tb ~Si:E 0/t)). 42~.'a*t~rr ~~yy
;l,Al16i1WbtP5~...:. 1M ~ ~~
! Qoya165E8pa1:, 17011 118715 IM: M OL1
11~6t~371LE ..... 1 . 77A5 2M~6~~+1Cik..' - ,
17116 ~~ 8E ... F ti~ 7-t26 +rta ~°1~ ~ .. 706'_ 18615 ~ 2812 FI
1011 ~S.E 1 2[1N0 11Z4'MsOm5Dl4M;..• OOp 1410 10128
1676 Nrp~n~336~t~q~ nEB 4100
~~a~ t11!26+~1°"JtF~{~~s~.) ~ it~>T6 'r ii
s.~xz.K. .~ zw~~..... T tall t~ ~ m
3wAr~ttaasi.EV~ . ae Ia !1~
~ Syekm. . ~ f7 1lJF78.. ~ T 117N ~,
Sq. aA 75
_ ' ~ Paver ~ ~ 1 80a~/O,tE,::- 8R5 10071 160
~' ! $d1DADtEpea) BF 107M 11~N - ~
6T5ANSegA6melTran(~1 176 Wi0 ,1177 Sedn~la,.. .. tit 1~ 20001
76 AN1hdlqq~~ov~eayy9yskht. TJ 101 .1 IDK.. ,11~ 14M0 0110
5'76MWoAT~cXR311f2j. 518 575 i ]tali 41100 1066
16001iAWlaRQmrr -:.. 111 400 .
10 ~etWladPavx larks. !a` 7M RN6 .
460 a1Aet W/pr Fwphtl ... 181 "160 ~ ~ ~l 006 142726 200 G
21M AYORM~66 ' ` 1111 A
18078 9dOen 4) Ter ,.. BFZ9B 17675 Tt08 ! • SE~ Gyl1 ~ 12720. l~ 11016
11wO S1~n~7D-~ .8F283 46476 1~6 1 ~auwA'61e•~5E ..
20AI4AMWheek(Otl.74.8I:. ~ 761 i~CcnwsAblsZfl5lE.. 1MM 11776 i 10110
ip.SAM4saa+erSsk :... Rfi 475 pyy5y~rrANAnarfMr tO7M
OOAIIN<riAMion$pkm ._., M 720 110AaiAluNAMayYA+eeh...., - 1a 175 41076
...~sA~11Trek....:.. ~6. t~11 (9et.Xk$;GTS.CS~sYVB,.. 2o„N
sae6rrdwrout~ 161 -251 9.,~a+~z)
7N A41taeMrh°~~1;.... ao/ ale eta
AOJ116T FOR MLLFAaE - ADJt16T FOR COaN11T1011
EAeTEAMEDiT~II•AUDU4T 28r7 A A
TOYOTA 85
~( Cir _ ~ ~ Lr~ ~
foaS~lae
ser.... w• 576
161- i78 la?60ape7DSLE ..
4'H750on7D9EpG11.):.fl~
4
E' •76 42la-.
taee 14126 P.
116
1u1
~..:: -m lalf caaerflez
S
.. 11
t
07
SmoaF.......
~n(W2)
Yp
d
Tt 271-
Mi~' OM 47000.OrwIbM2F1SlE..
e61aYM7yalYetRaMltratA t1178.l
s
anlM~.
~~
ss
yy
'
f)F
XR5
1~Rq' : ~ '~~ 119AOAM~rt40oyw ~.~ 1$' 10
x.
,
~aw .
SS • iM G
B
~
~
b ...
~Faraladn
126 126 J
va
S
20Aailsdk
9d91
E E
Y61 ' 7M
.
kdPwrWid ... 12S 126
116a^ r(
)
.
iOOAelRwigo1eA11rYm
a 110 .100
2
S
f 4768a1P
rs8eal r 1
8 150
16276
i .. eFxee 11
7
cs .:... eF~6 1700 100 ~ (~~11dt .:.
-=aaa a0t 'wirt+~9~woai ..:....
166 174 E
heelt(91d1a9{ 2M .2l5 . -476M13e91YndTrarpR2) 476 50
'
rSrals.. EO -428 476MIratNAxiAT(Ex: 476 176
~91srr~ . '060 628 ' iN1010atWatCnrr...:. 10 • -10
~s~a 4x0 17s .iwwAa~ltwaia~~:.
~ iM 4a
G
NearwrySpM. 7s~ 1N .:4061~Mi1WatPrVNW:.. 40-,..tO.
.
AutPbwr9~a1.. 116 178
~ 1662AYAt86.11t 107 A
'
~ 1 1w265ea(n4D11
4106S
dn
D%LS BFZAB N78,]Z700
1 1420
. R7Qi ~ 178 8778 e
1
116 AYNAIMieelslStl.74.~}.. 178: 2M ~.
. BTl 5281 T7N 728 W iwMxSeem .:. 22L•, ' 87*
B
~
E i~IMkutP~
MAw6
~S~ 186 11r
~
(~ ~ r
w
..
~~
i,E BRf~, 5811 7M6 ~•
8421 !2126 Aii
~CWp
. BT
11w Stln/O
~ 4i 108:.
lalwirna
AIO7V4edc ....
186 126.
.
~ .
>R 1~
u
e ~ eR
6626 9sgee~~enq
a$ eR 11s .
1t
1166 028
ves :
aions~, r. 7s 4ae
9Ba 111 p
~
OpS~irn4OLE BR 400 n11
r
~ M Kfd)
6
1 0681
9ld Rud..
xb
~ 75 1 ~ ........ B
3oAaa1
1
~ 7
0
=
Ond(
Atue1 -
Haaacrard ~, tN
1fa. 186 apwcrfWUw-raeerors
' `
76 IOiwaMAkyvaeam ~ 111
adP3 7 S cC
~ 76
........
V ,75
~~~ 88
Ca
aad ...
2aAYPowrSnoof
: _ OAMPwrtaln(~ Fdua.
'' O AYWr4indald.Prts) .. 68
261 7M
! 76 .
60 76
D 6176 1800 101rIrR Wbu1 Crd : 1M M6
ON ~L-51~ ~„+ 0 .
06 6iiM WatAT 226 716
,.. Fit38D 11Q6 ~ 16 . 7687~et
W
W
PS „ 76• ' 78
~
' 1 ,.
p
~~7
a2OO'1
DR3pT
701D ~ M6
Ai)..:
L
£n
SE 86/01
2826
81011866 .
ag
108~t~ee7D6'fS D T 010 101®
1= 0170 170x0 28811102!l1M1dg1
-686a . M.` 0
.
. .
F~
~ 11M
~~
y.g.
~,~ .
90'
~i 1006 17010
Yk r xNI CA01eY.1 q
1, ~
7
C ~ 1
ens
I
l-
se(ac~.).Dt~
17N 6Sedan4o
67
E
777sseds~4olE .::eca OIM
e6w st76
:~....... s2w n125 142s seQsn40tE(+Aq ... 17lS lees
AWUS~ FOR MR.EAOE - ADJIIET FOR CONOFiIOM
EA6TERM EDRIDR •AtlatlST2NT
Rosenburg v. IBM Claims Administrator
c/o Rust Consulting, Inc.
PO Box 920
Minneapolis, MN 55440-0920
IMPORTANT PAYMENT AND TAX DOCUMENT ENCLOSED
IIINNIIIIII~IIIIIN~INIIINI~NINNI~INIINIIIIII~~INNIIIIIIIIIIINillll
0000247740 106229 006213 6A2350
RONALD OLDT
3B RICHLAND LN APT# 208
CAMP HILL PA 17011
~~~Y
Enclosed are two checks representing your share ~ the Settlement in the Thomas Rosenburg v. International Business Machines
("IBM") Corporation Class Action Settlement. The amounts of these checks were determined in accordance with the Order
^:raatic~ Fiaa! .". mss:! ~ C!s__ .0.ct _._ gettlewcnt. flnc cL+eck, reps .~ntiag tn$c. ~ y^ur sh2*e of the Setttetnen!, is categnc~ed
e l'f-
as the non-wage portion of your share, and therefore no tax withholdings have been deducted. Below is your IRS Form 1099-INT,
which you will need when you file your tax return for the period of January 1, 200? through December 31, 2007.
The second check, representing the other 50% of your share of the Settlement, is considered wages for tax purposes, and therefore
tax withholdings have been deducted. You will receive an IRS Form VP=2 from IBM at a later date, which you will need when you
file your tax return for the period of January 1, 2007 through December 31, 2007.
If you have questions about the taxability of your payment, you should contact your tax advisor. If you have questions about the
Settlement or your settlement payments, or if you need to report a change of address, please call the Claims Administrator at
1-866-403-0689.
^ CORRECTEQ (it checked)
i~tA't~~~w,mwtammtidry,ms, PyeYaRTN(aptimat) OMB Ne. ISIS-0112
Raeaheri r. IBM
Claims Admiairerater
e/e Rast Ceasakiat, lae.
tlstoutremr 2007
PO Boa 920
Miaaeapes., MN sSII•-os:s 131.33
s
Ferm 1099-INT
f -tii-103-0N1!
apedeettmeer mdtabeld
1fltert3St
tAYEAS Bdaal ieetieeati®armbr
e
s s Income
13-s
nse
RI:CIltt.Ni'S iha4Getio. s•vMr Copy B
lti-3i-7031 For Recipient
aF.Q?]EYir3 srme,Stnet adanat (iedeeiet TYi• is IwpQt••t t•• ie[errtiaaead
apt au). tlgr, •r•K ••~~' ~•~• iabeie{tm"iehat mlNlaewl
RONALD OLDT a.ye.ssenoa uPw•ir~•9~
3B RICHLAND LN APT 200 m~••/eb";
"••Wa!•t•P•O~9rerntbu.aede.
CAMP HILL PA 17011 mr b<.mpara ae,oe (t rYia Setome
;, blable.ee tir tAS huraiau wt
it tua eot bas" npaMd
Aaco~»t nmWr(r iattruetiod)
Ferm 1099-tNT ltu.e /er year ncordal Departmeat sf the Tnaaury Interval Reveaae Service
THIS DOCUMENT CONTAINS ANTI-THEFT DEVICES INCLUDING MICRO PRINTING AND VOID PANTOGRAPH. ABSENCE OF THESE FEATURES INDICATE A COPY.
Iktaeh and sign the track of this instrument
Rosenburg v. IBM Claims Administrator
c/o Rust Consulting, Inc.
PO Box 920
Minneapolis, MN 55440-0920 -
Pay: One Huadred Thirty-Owe And 33/~
Payable to: RONALD OLDT .
29-1310
CITIZENS BANK ~?l~
106229
Date of Num Amount
' ~` 10/ 0 00247740 $131.33
- VO ER 90 DAY
N T VALID F OUNT OTH R THAN :131.33
ares's sip- re regebed. tk in order this instrument to be valid.
r
V
li'OL0622911a ~:02i3i31103~: 4005L873651P
RJ LDT SSN: Federal' MARRIED Work shte: PA Res. State: pA
1 RICHLAND LANE
BLD 3•B APT# 208 pay to eA2350 Exemptbns z Exemplione 0 Eaemptlons o
CAMP HILL PA 17011 ~: nddy: o.oo Haar. o.oo ndd~ o.oo
Content :: YTD
.,
Descri 'on . Rant Hours ' Earni Hours ~ ' . ;Earnin Descri on Currerrt 1Rp`
SETTLEMENT _ - - . • 131.34 FICA-MED 1.90
. • • ' FICA-OASDI 8.14
_ FED INC TX 32.84
•
:.. -- - • -- ...:. ~~. -1'A STJ1'CE•... - ~ ' .. _ :' :.4:03'_ •, .. .. ,
CUMBR V SD 2.10
HAMPDEN E 47.00
PA UNEMPL 0.12
Totals: 131.34 Totals: 96.13 -
scription Current YTD Description ' s;; ';;, Current _ `;: YTD
A
Tatak: Totals:
CURRENT 131.34 131.3 4 96.13 35.21
YTD
IBM CORPORATION STDA 86670789 10/10/2007 DAILY
Check Amount: 35.21
Total Current Net Pay: 35.21
L N II H N - -
Yuu may elect to ret;eive your psy and pay at~etrients ek~cironicaily. Sign up for Direct Depot and
Electronic Pay Statements ~ http•1h-3-1.itun.corNhr/uslhrfomis/data/payroltravel.html todayl
TO THE ORDER OF
RJ OLDT
- - -I~ N~of2 ~1~-Tf ~ - ` _-
1701 NORTH STREET
ENDICOTT NY 13780
1 RICHLAND LANE t
BLD 3-B APT# 208
CAMP HILL PA 17011 -,
~~
~ :PAY THIRTY FIVE DOLL4RS AND 21 C TS
Wachovia Bank, NA.
__. Greenville, South Caropna
- In cooperation with 8 Payable if Desired ~
WeAs, Fargo Bank, N.A.
4759-607757
67 - 1 /532
CHECK NO. 6667p78g
u'00~~670489u~ x:053 2000 L9~: 207997 LOS 2 24 2ua
7
7
7
2000 THROUGH 2007
PASSENGER CARS
LIGHT-DUTY TRUCKS
2007 -AUGUST- 2007
~e Hru~a
aw e.y Alalsf cxw ebaa say eln/x cbaa
OsArb Tjre Ns. tan 6aYN Oslo-b bM Ms. Lw NaWI
2p/HANiNA-4C/1.
M~ 1 875wPoxaS~xxoM.......~ its 37S
P .
1125 Sedm 4D CiS........ DNt 5a6 7Q5 106 w Par Wed (Aamq..... 100 125
A 6015 seem ~ GT......... DN4 6015 62'15 76 w melt Remvery system 75 Tee
6100 HSkiibadc SD Gf...... DN5 Bas 8525
200410NNIOOiC11. MC: 1 SM Oadaq WkeaAr ..: 910
I28BadactWkalAT......... 425 560
42S
S 8125 Cape TD............ HAB~ 817`5 17700 (Ex. Aoeenl Baee)........
. 11130 WIpe2DGT(Vfq..-..,HNS t1ee0 13150 20eix086e-YS M G r
E 2e64780~NAN11A-Yi 116:1 77M Sedsn4D.......... FU45E s160 s9~'i
N 7/a Sedal4D (4 Cyt.)....wr25S 6419 e71s
- e12s 9emn 4DL:....... FU45E 7545 1oe80
~ 77NSeden4D..........w
2511 ~ l843
ms sea.l4D as.....wFBS+ 721s en9 75wThellRemvaysystem 7s tee
E
MNsedal ~ Lx ....wr7st 77160 t64se
Aa69T~A0rTI0A xn0opl
2eet Aeer~l'r-4 ~1. 1
'
1~ 1
R
n5 wAka~tls/oywneele... 178 200 2usII
6ackBOLlsSo4..a~sG zm6
~s H
i
h
c
0 7800
4200
((Stl. Gi, Tb, San GISAX) ~
adc ..c
at
asc 27e
7779 S~ 4D GL
CG45C 8050 4850
145 Aii Corte (Elanlra GLS) ... 128 181' .......
2812 EIJINIOA•4 611
- M G 1
~ lsewtnrrwysmreo ...... 2M t2s
2so wLeau,Nsa~
250 710 .
7a6 seamaD as....... au ~0 s28o
A .........
sILEImGT,sonLXJ.... 4425 Ha1d0acJt5DGT.....DItS 4900 sag
R ~
125 PaaerLacks (AcaenQ .. 125 150 ~ ~
~
~~ 4150 8000
S' 515 wPorerSuimd ....... 77s 4iS
125ASiPvaWnd(Aarers}..... 125.- 1s0 ~~.
.
sloe s.mn4D..........w-25H +808 X79
78A//TheR~Iy System. 75 10e S475Se&n4DGLS-:..:.WF351i 4109 8815
S6oe4idWIaAMCaaa.... 330 ~ 360 S74b Sedr1/DLX...:...WF35H 8178 7250
178 e.0ea Wkxr AT ...... ~... 478. 47s AeaNrctANnM~AfAO-tNe
(ExAaxefBase).:...... 1NwAluMAlloywheels..... 1e0 125
Y6MxWOFY{ ... Its 8. ISkLGT,SonGISNq ..
9075-SeIMrKt.....,... .ftM5E 8725.11725 75A11CnaesCoMd .. 75 tOB
10575 swim 4DL ....... FU45E ee6e Tt9t5 ((Sm. Elm GT, sonata) ...
7SwTheAPemvery5ystem. 75-. 709. 73AiiPuwerLada(Aox31t)., 73 100
NYUM9At :. Y75wptvaaSurrmf .... 275
7S w Par Wed (Acced7 75 325
700
2808A6CEMT-4611- UC:1 5750tlNyoAT(ExA¢ertLJ.. 976 .975
777SHbadr~(SSpa.)...CF35C 2675 4145 45eaMalWbulAirCond.... 160 480
Sees tmollhadc3o a:...cG35C 5426 sled
MC
p
423e seem a a .... ccasc 1{a5 3a5
2005 B.AOTRA-4 C71. IOC: 1 5151 46 .:.... Fu45E a7s ~
4815 Sedai 4D GLS.. .. DNM1 4480 88N at8 Sedon40 L ...... FU45E 5700 8666
5225 Sadm ~ GT .. DN4 Ike.. 6816 NIRMDAI
5326 Hekilbadc 5D Gf.. .. DN5 4978 7a8 2001 A666NIi lyl Ilk` 1
2~117egi0M~T~1. pQ 1 1875H'h.ckL(SSpd)....CF3 1780.
t
H'
- 2860
7425 CaIpe7D.. ...HkE 8700 8115 hadl GS .....CG 2125
11QO 7000
. 8775 Cage Zit Gf (V5) .. HNB. 7819 1085 ~ Baeaa 4D C1 ...... 246e - 86ee
2008 70e~NIA-116 1~ I 1311 E1A11111M4 Bp. IIC i
6050 Seem 4D (4Cy1.~....WF25S 6400 7801 . Sedm4DGLS.::: ..oN4 2875 4580
BM Sedan 40.........WF25H 5060 8280 SD GT .... 005 7215 5a3
70sOSedm4DGLS....WF35H 8780 YR 1
^
7578Sedm4DLX... .wF391 8~. : wbx~."9'M~"'"1p1.
, ~.
AcearyeANrwnaaasyr<auQA arrtas 4801 Cq. MC I
11N1wa,nraloyNlleeb..... 1s1 175 -74t8Seem4D..........WF75S 2016 1475
Sti GT, Tib, son GLSILX).
~ 8728 Seasn46 CiS N61.. wf35V 7575 3a5
100 A
CNLSe Elanha GLS) . ,: 100 129
~ AeEENTA0ANR1AlTM0aaNlawtA arrlas
150A4IN4nAy
Stl.T~bG11.... 150 175 75wNadAyoyWheels..... 75 100
2alwLeaNsSeats......... 280 225 ISId.GT,Tiwmn,Sonafa).
Stl. Elan GT, Son uq .... ~ 50 w truise Camd ........ SO 75
100 PasreyLodcs (Ammq .. 700 125 (Std GT, Thum, SoIWa) .
ADJUBT FOR MILEADE • ADJUST FOR CONDITION
EASTERN EDITION • AUGUST 2M7 A
gran ss
~~ ......... 7s
250AYPowerswoaf ......: 250 1a
3a
50 w PyT Locks
(~1.... 50
7;
(
- 52.51a/W/oATT(Ec
Aaer4L}.. S%
4oe61~rlaw~alAeca~a.... 400 40l
200'1 X88M-Y8 ~ N
7nsseam4D..........FU4ro s701
4225 seam 4o L......... FtN4D Se00 s701
aoe 1w Poearslmoel (ste. q.. aoo
NrulloJ ase
u
'~
~
~
1
116e
(
..CF3 taS
1075 HLagc 5)5~~
~ 24'7
p
.
... CH3 1700
2175seamdoa . ....cc4 fns 2l00
7810
~
2275Q
S .... JFJ 2B6D
zns wlgm aD GLS ..... Jwti 2250 5125
wo
2000 TW~00.1 C71. MC: 1
JG2 X
2000 SOIIQA-4 Lyl
.
01
2575 Sedm 4D..........wF255 285
2026seden4DCL~VB)...WF25Y 2880
S
AO
GLS(VS)
WF35V 2700 6: 1
5750
4150
~
~
..
. 4420
s0' (w(am'Aeorwn~e.... se
50A114Ca~CaMSd ~~
' 7a
.... 5
0
SN. Tibuon
Santa) 78
,
avs Iey Mafp,
M-b A'N Ns. ~ Las R~
101 M85-Y6 MC ~ P
setlm 4D.... _..... arat ,
N7M40-YO~(AND).....AY01 A
Mk N S
Sdm4D........... BY01
wa~rlea 4rTns $
~ Boee stereo ::::::::: E
w ES~. N
r wT~Reoo~TSyemm. 6
11~>re ~p E
1188 Cape2D.......... (N54 24800 70000 R
nOeCage2D~8spa)...CV5429IM 21800
67s sN1m4D........... 0451 20a8 sse01
t~OSLamdD(ssoa.). cvs, 20170 28101 C
A25Sedn4Oz(AND). .CV51 11270 2p76
ea w soon Pkg (~B spd).. 161: 1061 A
575 w Bwe slNeo .........
578 wPaeSauoo<~.....:. ~ ~ s
7MwTheaFZeoaerySyxfem.. isi. 126
5 81~-YB Is: M
101 Sedm4D....:.... AY01 26775
190 Sedan4D(Awp).....AY01 ST275 7ef75
19M6-w
Ip45~rQ 4D........... BYOi 870 14410
116: N
129 A~Le~lasears ........
78 wPOwerSeet
~~~.... BFOt
125 780
22s wPawersmnx>f ::::::
P"'
~ ...
w
w
~ 75 100
225 250 ~ w soon Psg (SN. Q451... em Togo
~
)
A
wa
w.w
a(t`;
« : ~ Tn75°°s
~ s
~ 1~4~
)
E
35o Dr~IUW//atAs
Cond .... ~
1e 7 6~
~ ~ ~~ ~
YSY~m. 1~ 1L'f
. ~~ 2e05 ilki-YO MC: el
24058 Cage2D........... LY54 22875 2x25
INF0071 2306eCape2D(BSpd.)....CV54251M 20150
20675 Seem40........... CV51 16515 27x5
2087 076.40 ~ zS SSppad) .. CV57 160 28700
NIC: NI
CalPe 31.... . CV54
Caps 2D (6 Spd.)... CV54 Sedan
(AWD).... CV51 2a! 78750
100 wSport Pkg (SU.6 Spd.).. 006 800
Sedan 4D .. BV61
Sedan ~ le SPd.) .... BV61 725 A4l Bose SYaeo ......... 820 875
730 w NaviOaYOn .... 780
850
Sedan 4D x (AWD).... BV61
w Spat Pkg (Stl.6 Spd) .. .
100 w Theft Suaoof ....... 52S BOD
Y SyNen . 188 12S
w Bae steNO .........
w Navigation System .... 2a18 04sv6 IIC.I1~
28700 Swim 4D.....
Bf01 25475
wPaverSuinwl .......
Aw rnea rteca,ery sye~r„ ......
7212$
70108 Swim 4DPrarwm... BFOt 27100 BgYS
. 10o w Tl,ea Recaery syye,,, , 100 715
A ADJUST FOR MILEAGE -ADJUST FOR CONDTION
EASTERN EDITION -AUGUST 2057
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
10tNTLY OWNED PROPERTY
ESTATE OF FILE NUMBER
RONALD J. OLDT 210700887
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• REBECCA L. OLDT
132 TAUSCHMAN ROAD
GREENTOWN, PA 18426
WIFE
B.
C.
.1C1tNTl_Y-OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAPAE OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUb18ER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
GATE OF DEATH
VALUE OF ASSET / of
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
~ A. 933 SHARES OF IBM STOCK @ $115.55
4 570
00 50 285.00
09~27I06 . .
Held jointly by Decedent and Wife
TOTAL (Also enter on line 6, Recapitulation) 15 285.00
(If more space is needed, insert additional sheets of the same size)
HPCwire: HPC Markets
Internatiol~la( 128.83 +1.51 (+1.19°t°) 7,044,646
Historical Data for IBM
Page 4 of 10
Ciitt{~; ,san Fe0 IViar Alx May Jun Jul Aug Shp Oci. Nnv Dec
Yp~r; 2GGC? 2GGI 2GG2 2003 2004 2G05 2G06 2007 2008
~2ar3c~e: 4 unttz 3 Month t Year
,pan ___ _ _ _ _
(JC,nn
High
._ _ _
4o+x
Valume
__
Claw
Change
°;;;
09/28/07 117.14 118.50 117.10 7,377,200 117.80 +0.09 +0.08%
09/27/07 117.50 118.21 117.04 5,834,600 117.71 +0.41 +0.35%
09!26/07 116.94 118.08 116.75 6,695,200 117.30 +D.79 +0.68%
09/25/07 116.02 117.59 115.79 7,043,416 116.51 +0.26 +0.22%
09/24/07 116.90 117.43 115.85 5,734,283 116.25 -0.53 -0.45%
09/21/07 117.89 118.10 116.35 9,097,300 116.78 -0.08 -0.07%
09/20/07 116.27 117,65 116.20 5,807,863 116.86 +0,19 +0.16%
09/19/07 116.90 117.19 115.78 10,311,134 116.67 +0.04 +0.03%
09/18/07 115.00 116.78 114.83 7,839,600 116.63 +2.11 +1.84°I°
09/17/07 114.70 115.25 114.30 5,022,334 114.52 -0.61 -0.53%
09/14/07 115.05 116.00 114.65 6,904,373 115.13 -0.82 -0.71°1°
09/13/07 116.30 117.00 115.74 4,802,629 115.95 -0.05 -0.04%
09/12/07 116.95 117.40 115.69 6,289,215 116.00 -1,35 -1.15%
09/11/07 116.35 117.78 116.04 8,098,700 117.35 +1.55 +1.34%
09/10/07 116.15 117.50 115.32 6,120,600 115.80 +0.25 +0.22%
09/07(07 116.20 116.97 115.33 7,511,650 115.55 -2.07 -1.76°!0
09/06/07 117.88 118.75 116.24 6,778,514 117.62 -0.26 -0.22%
09/05/07 117.48 118.15 116.55 6,555,500 117.88 -0.31 -0.26°fo
09/04/07 116.34 118.89 116.15 8,070,453 118.19 +1.50 +1.29%
08/31/07 115.99 117.35 115.55 6,883,600 116.69 +1.32 +1.14°In
08/30/07 114.57 116.00 113.62 7,756,100 115.37 +0.80 +0.70%
08/29/07 112.88 114.98 112.07 7,049,800 114.57 +2.57 +2.29%
08/2$/07 112.90 113.59 111.63 6,006,467 112.00 -1.44 -1.27%
08/27/07 113.00 113.85 112.80 4,921,802 113.44 +D.20 +D.1$%
08/24/07 111.45 113.25 110.81 7,058,700 113.24 +1.79 +1.61
08/23/07 110.40 111.68 110.01 8,271,000 111.45 +1.45 +1.32%
08/22/07 110.09 110.50 109.15 6,329,700 110.00 +D.96 +0.88%
08!21/07 108.90 110.11 108.08 8,458,500 109.04 -0.18 -0.16%
http://markets.hpcwire.com/taborcomm?Month-9&Account=hpcwire&Page=HISTORICAL&Ticker=iR_._ 5/~R/2(1nR
HPCwire: HPC Markets
08/20/07 110.90 111.10 109.13 9,839,612 109.22 -1.68 -1.51
08/17/07 111.87 112.67 108.66 15,274,558 110.90 +1.21 +1.10%
08/16/07 111.23 111.42 103.70 16,722,998 109.69 -1.54 -1.38%
08/15/07 111.00 112.85 109.91 11,639,123 111.23 -0.82 -0.73%
08/14/07 112.83 113.15 111.74 5,615,443 112.05 -0.66 -0.59%
08!13/07 112.99 113.95 112.31 5,976,400 112.71 +Q.07 +0.06%
08/10/07 109.75 113.50 109.70 9,549,942 112.64 +1.91 +1.72%
08/09/07 110.77 114.49 110.73 9,085,185 110.73 -2.25 -1.99%
08/08/07 114.30 114.60 112.26 7,680,919 112.98 -0.55 -0.48%
08/07/07 113.02 114.17 112.25 8,022,221 113.53 -0.36 -0.32%
08/06/07 111.97 113.89 111.70 7,245,195 113.89 +1.18 +1.05%
08/03/07 113.63 113.92 112.18 9,571,245 112.71 -0.52 -0.46%
08/02/07 112.10 114.05 111.50 11,318,857 113.23 +1.19 +1.06%
08/01/07 110.39 112.73 110.06 12,359,645 112.04 +1.39 +1.26%
07/31/07 114.72 114.72 110.02 17,815,354 110.65 -3.87 -3.38%
07/30/07 115.00 115.75 113.52 15,095,304 114.52 -1.10 -0.95%
07/27/07 116.62 117.95 115.62 18,137,235 115.62 -0.91 -0.78%
07/26/07 117.01 118.82 115.52 16,822,053 116.53 -1.57 -1.33%
07/25/07 116.19 118.38 115.24 11,340,318 118.10 +1.93 +1,66%
07/24/07 115.32 117.00 115.02 10,499,291 116.17 -0.21 -0.18%
07/23/07 114.88 116.43 114.85 8,040,900 116.38 +1.57 +1.37%
07/20/07 114.85 115.86 113.94 11,706,300 114.81 -1.05 -0.91%
07/19/07 115.00 116.48 114.65 17,282,009 115.86 +4.78 +4,30%
07/18/07 110.25 111.88 110.04 10,107,129 111.08 +0.31 +0.28%
07/17/07 109.66 111.47 109.45 7,612,629 110.77 +1.11 +1.01
07/16/07 108.57 110.04 108.42 8,864,696 109.66 +1.06 +0.98%
07/13/07 108.75 109.20 108.10 7,124,067 108.60 -0.68 -0.62%
07/12/07 109.35 109.65 108.22 9,542,993 109.28 +0.18 +0.16%
07/11/07 108.30 109.60 108.25 5,889,300 109.10 +0.47 +0.43%
07/10/07 108.55 109.15 108.25 6,209,300 108.63 -0.34 -0.31
07/09!07 109.02 109.35 108.20 6,046,268 108.97 -0.06 -0.06%
07/06/07 107.79 109.66 107.66 8,977,138 109.03 +0.98 +0.91%
07/05/07 106.31 108.39 105.98 6,670,800 108.05 +1.47 +1.38%
07/03/07 105.50 107.08 105.24 4,220,100 106.58 +1.57 +1.50%
Page 5 of 10
http://markets. hpcwire.com/taborcomm?Month=9&Account=hpcwire&Page=HISTORICAL&Tickei =IB ... 5/28/2008
HPCwire: HPC Markets
~~t;~e.~:c ~y: ~inancialContent, Tnc.
~`~ 9Si7c~C~ %~i.I.`tC ~,i`_i~fY:.i. c'I. i~d5fi. 1'.^~ I€~}i:iL9fGSi d~. JI{"'F'C. c.-~ itiEtSL ~f~ .. .
"ray ~crrssitt• tFas ~<;c~c=, yciu ;;-ee to the f:~ll<;.~ri~?c~ terms and conditio~is.
-t~~~,c9~ i -rat~l ~ i~.P, 4;'y ~~`C;3'~~.ait; F~"r..
`_^.<UCIC C{--~3G~ ,:)i;c. ;~=i~}~31!!'=c~ {.i`y i~C{E_'{EUfS
Page 6 of 10
Sponsored Links
Tutorial_ on Hi Performance Computing with CUDA
Attend the NVIDIA® CUDATM programming tutorial on June i6 in Germany, to learn about its advanced uses in
science and engineering, and hear case studies from academic and industrial researchers. Sign up now!
Right-sizing_Inte1C~ Cluster Ready Clusters for ANSYS Performance
Penguin Computing and ANSYS will review how variations of hardware components (e.g., memory, storage,
interconnects) impact the application performance of ANSYS ii on Intel® Cluster Ready systems."
Accelerate with HP -Accelerate with NVIDIA
Listen to the HP-NVIDIA Accelerator webcast and find out how!
APpro to Support Renault's Drive for
Performance_in Formula i Racier
High Performance High Capacity Scalable_
Storage Solutions for_HPC.
RSS Fe
Feeds by Topic
Applications
Dev__eloRer Tools
Interconnects
Middleware
Networks
Processors
Storage
Systems
Visualization
Feeds by Content Type
Top Headlines
Features
Blois
Whitenaners
Multimedia
Off the Wire
Feeds by Industry
Academia_& Rese_a_rch
Financial Services
Government
Life Sciences
Manufacturing
Oil & Gas
_ _ _-
Retail
http://markets.hpcwire.com/taborcomm?Month=9&Account=hpcwire&Pa~e=HISTORICAL&Ticker=IB.._ 5/2R/?_~nR
-- - -
--- -
- - - --
- - --
- - ---
- - - ---
RONALD J OLDT
& REBECCA L OLDT JT TEN
3-B RICHLAND LNE
APT 208
CAMP HILL PA 17011
Computershare
Computershare
250 Royall Street
0 0 0 4 7 5 Canton Massachusetts 02021
Within the US, Canada & Puerto Rico 888 IBM 6700
Outside the US, Canada & Puerto Rico 781 575 2727
ibm@computershare.com
www. ibm.com/investor
i,,,iii,viii,u,~~~~n,ii„i,i,iuini,i,.i,i,i,i,i„i,i,uii
Basic Transfer Requirements - US Deceased
02 oct 2007
Dear Shareholder:
Re: Company Name: International Business Machines Corporation Account Number: 0005282802
Plan Shares: 4.933 DRS Shares: 0 Certificate Shares: 0
Registration: RONALD J OLDT & REBECCA L OLDT JT TEN
We received your request to change the registration on securities held in the above acx;ount. A Stock Power form and answers to
Frequently Asked Questions are enclosed to assist you in completing this transaction.
Please submit the following documents to enable us to transfer or change the registration:
1) A completed Stock Power form or letter of instruction signed by the estate representative. The signature must be
stamped with a Medallion Signature Guarantee by a financial institution, broker or guarantor participating in a Medallion
Signature Program. If you are not the registered holder, lep ase sign in your capacity as it relates to the registration (for example,
trustee, custodian, etc.) The guarantor will require that you provide supporting legal documents before affixing the Medallion
Signature Guarantee stamp. Please contact the guarantor directly to find out what documents they will require.
To complete the Stock Power form:
^ Provide the name, mailing address, and Tax Identification or Social Security number of the new registered holders.
^ Complete Sections A, B andlor C.
- If there are physical certificates, complete Section A. When submitting certificates, we recommend using a registered
mail or a courier service that provides a return receipt. Do not sign the certificates.
If you are unable to locate the certificates, please contact us at the telephone number listed below so we may advise you
how you can replace the shares.
- If there are Dividend Reinvestment, Direct Stock Purchase Plan of Computershare administered Employee Stock
Purchase Plan shares that are not in certificate form, complete Section B.
- If stock is held in Direct Registration (also known as book entry), then complete Section C.
see reverse
2) W-9 Form signed by the new holder, if applicable. Failure to provide the necessary tax form may result in backup withholding on aN
payments made from the new account. W-9 Form is enclosed.
3} We also require ,~ of the following:
^ An Inheritance Tax Waiver Stamp, next to the signature on the stock power form certifying no inheritance tax ~ a! ver is
required. The stamp may be obtained from the same financial institution providing the Medallion Signature Guarantee.
^ An Inheritance Tax Waiver form. Depending on the decedent's state of legal residence, an Inheritance Tax Waiver Form is
required. You can obtain this form and instructions on how to complete the form from the state tax agency of the decedent's
state of residence.
^ A notarized Affidavit of Domicile attesting to the state of residency of the decedent. In some cases, an Inheritance Tax Waiver
form may be required in addition to the Affidavit of Domicile.
In the event chat the value of the shares you are transferring are valued at $14 Million U.S. or higher, please contact us for further requirements
Please send the above items to:
Computershare
PO BOX 43078
Providence RI 02940-3078
If you have any questions, please contact us by phone at 888 IBM 6700. You can also send your inquiries through www.ibm.com/investor, a
secure section of the Computershare Web site, or write to us at the address shown above.
Sincerely,
Computershare
Enclosures
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
RONALD J. OLDT 210700887
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.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIRRELATIONSHIPTODECEDENTAND
THE DATE OF TRANSFER. ATTACHACOPYOF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
%OFDECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
~ DWS-SCUDDER IRA ACCOUNT N0.2054/9999450878 3,052.33 100 3,052.33
WIFE LEFT AS BENEFICIARY
TOTAL (Also enter on line 7 Recapitulation) $ I 3,052.33
(If more space is needed, insert additional sheets of the same size)
Quarterly Account Statement
July 1, 2007 through September 30, 2007
AT 02 041023 309608222 A"3DC~T
In~lll~ttlll.»rr+llir~llnlfltl~~llluul~ltllnrurlllul~
DWS TRUST COMPANY
COST FOR THE IRA OF
RONALD J OIDT
t RICHLAND LANE 3B 208
CAMP HILL PA 17011-2405
DWS
SCUDDER
Deutsche Bank Group
~, SharehokMr Sanri (S00} 728-3337
8 a.m. to 5 p.m. K3T3 Monday through Friday
~tatnationek Call collect (816) 435-71T7
8 a.m: to 5 p.m. (CST) Monday through Friday
~ Automstad (800) 728-3337
Mfontistion Lie (SALL)t Z4 hours a day, 7 days a week
Web Sites www.dws-scuddw.com
Using the Account Access fitnction on dws-scudder.com, your account information is always,avaiiable at
your fingertips. And now you can view, print or download your DWS fund ac~unt statements and tax
forms online! It's just another way we make it easy to manage your DWS Scudder account. V"~sit us at
dws-scudder.com today.
Perfod Year to Dane
Your Portfolio Vatue o~mt - ost~arzoo~ o~ro~ - 0007
BegMning Portfolio Value S3,018.47 52.948.93
Purchases/Reinvested Distributions 534.26 53,097.55
Redemptions 50.00 -52,994.15
Change in Value $0.00 50.00
Transfers 50.00 50.00
I Ending Portfolio Value on 09/30/2007 53,052.33 53,052.33
Your Portfolio by Asset Type
Percent of Asset Type Value on Change Value on
Talk with your Portfolio Fund Name 07/01/2007 + This Period 09/30/2007 _
financial advisor or
call shareholder 104,0096 Moray Market Funds
services to learn
,ng ~ 00.00% DWS U.S. Treasury Money Fund-S 53,018.07 (34.26 (3,052.33 _-
risk chro~ 0.00% DWS Us Treasury Money Fund-S So.oo fo.00 fo.oo
diversification. Total Money Market Funds (3,018.07 f34.26 53,05L33
Total Portfolio Value 53,018.07 534.2fi 53,052.33
Your Portfolio Summary by Fund Name
Furul Namc
Retirement
DW5 U.S. Treasury Money Fund-S
DWS Us Treasury Money Fund-S
Total Portfolio
Total Share Price
Shares Owned x on 09/30/2007
3,052.330 f 1.00
o.ooo So.oo
[value on
= 09/30/2007
f3,05L33
(0.00
(3,052.33
Cost Basis
(cost of investment)
N!A
WA
N/A
Page 1 of 4
29472 1 /3
123
Quarterly Account Statement
July 1, 2007 through September 30, 2007
"~
DWS
Mut•eh• B•nk Group
Account Activity
^ Account Number 9993450878
Fund Ihrn4 D1!MS U.S. Treasury Money Fswrd.5 D COMPANY
Fund Nurnbr 205+1 COST FOR THE IRA OF
415JOt RONALD J OLDT
Trade
Dau Ti~wrtaaiar DsrctPrte~r Do16aArro~ Shari
+ 13 tar = Sham
Th/r Traasaafpr Tita1
oarmd
BOpimtrq Balance on 07/01/2007 f3,Oti.OT (1.00 3A1i.070
07/31/2007 Income Reinvest (12.38 (1.00 12.380 3
030.450
08J31/2007 Income Rginvest 511.31 (1.00 11.310 .
3,041.7$0
09!28!2007 IncomeReinvrst (10.57 f1.00 10.570 3.052.330
Charq~ M WtuN 50.00 -'
ErdMq Balance on 09/308007 53,052.33 SL00 3AS2.3i0
^ Account Number 9999450178
Fund N~rne DWS u: Treasury Money Fund-S OMPANY
Fund Number 2099 COST FOR THE IRA OF
NASDAQ SCGlO( RONALD 1 OLDT
Trails Shari Shares Total Sha•sr
Dsu TTa7RWCtlY# Ducriptlo~r Dollar Amount + PrJci Thu Transactio~r Oun dl
Berg valence on o7iav2oo7 fo.oo fooo o.ooo
No Transaetior~s This Period
Change in Valw (0.00
Erding Balance on 09!308007 (0.00 50.00 O.OJO
Your Distributions Summary This Year
Income Dividends/
Fund Namr FundAccount Number Short-Term Gain Long-Term Gain
DWS U.S. Treasury Money Fund-5 20549999450878 (50.07 ._
DWS Us Treasury Money fund-S 2059.9999450878 (53.33 _
Total Earnings $103A0 SO,Op
Tonal
f 50.07
f53.33
(103.10
__ _ 1
Yield Summary
7-Day current Y1 •!d
Fund Name FunbAccount Number on 09/30/2G 77
DWS U.S. Treasury Money Fund-S 20549999450878 3,gq ~,
Yields are historical and are not guaranteed. An investment in this fund is not insured or guaranteed by the Federal Deposit
Insurance Corporation or by any other government agenry. Although the fund seeks to preserve the value of your investment at
$1.00 per share, it is possible to lose money by investing in the fund. Money market 7-day current yield is the annualized net
investment per share for the period shown. Effective yields reflects compounding of income. Gains or losses are not included.
Not FDIC Insured • No Bank Guarantee • May Lose Value
Page 2 of 4
OST W354-5K !207)
REV-1511 EX+ (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RONALD G. OLDT 210700887
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
t' AUER MEMORIAL HOME AND CREMATION SERVICES, INC.
4100 JONESTOWN ROAD, HARRISBURG, PA 2,312.67
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
2. Altomey Fees CUNNINGHAM & CHERNICOFF' , P . C .
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7.
Zip
Zip
3,000.00
260.00
TOTAL (Also enter on line 9, Recapitulation) I $ 5,572.67
(If more space is needed, insert additional sheets of the same size)
~~~MF1viORIAL
., ^ ~
~~, ~~~
.~~;y ~
A
AVER MEMORIAL HOME ntvn CREMATION SERVICES, INC.
4100 Jonestown Road • Harrisburg, PA 1?109 • 1-800-'20-8221 • Fax 717-541-9943 • Shawn E. Carper, Supervisor
270908 MC5
9-9-2007
Mrs. Rebecca L. Oldt
3b Richland Lane, Apartment #208
Camp Hill, PA 17011
Ronald J. Oldt - Deceased
SPECIAL CHARGES
X Direct Cremation
Forwarding Remains
Receiving Remains
Immediate Burial
Nationwide Guarantee Program
Worldwide Travel Protection
TOTAL SPECIAL CHARGES
PROFESSIONAL SERVICES
Services of Funeral Director & Staff
Embalming
Dressing/Cosmetizing/Casketing
Facilities & Staff for Viewing (5200/hour)
Facilities & Staff for Funeral Service
X Facilities & Staff for Memorial Service
Staff & Equipment for Viewing ($200/hour)
Staff & Equipment for Funeral Service
Staff & Equipment for Memorial Service
Private Family Viewing
Witnessing the Cremation
Packaging/Forwarding of Cremated Remains
Personal Delivery of Cremated Remains
Scattering of Cremated Remains
TOTAL PROFESSIONAL SERVICES
AUTOMOTIVE EQUIPMENT
Removal Vehicle
Casket Coach
Flower Car
Lead Car/Clergy Car
Service Vehicle
Family Car
TOTAL AUTOMOTIVE EQUIPMENT
$1,295.00
$475.00
$1,295.00
$475.00
$0.00
MERCHANDISE
Register Book
Memorial/Prayer Cards
Thank You Cards
X Remembrance Package $80.00
Casket
~ ~~ pia&~i~ ~a~~a~~a~~ $70.00
Alternative Container
Outer Burial Container
Veterans Flag Case
Grave/Memorial Marker
TOTAL MERCHANDISE
CASH ADVANCED ITEMS
Grave Opening
Cemetery Equipment
Vault Service Charge
X Allentown Friday 14 September $172.57
X Harrisburg Patriot Sunday 9/16 $205.10
Clergy
Church/Organist/Soloist
X Flowers $200.00
X Crematory Charge Included
X County Coroner Fee $25.00
X Certified Copies of Death Certificate $90.00
X Allentown 9/15-Correction to Papers error $0.00
TOTAL CASH ADVANCED ITEMS
SUMMARY OF CHARGES
Special Charges $1,295.00
Professional Services $475.00
Automotive Equipment $0.00
Merchandise $150.00
Cash Advanced Items $692.67
SUB TOTAL $2,612.67
CREDITS $0.00
TOTAL $2,612.67
AMOUNT PAID -$2,612.67
BALANCE DUE $0.00
$150.00
$692.67
THIS STATEMENT MAY NOT REFLECT ALL NEWSPAPER CHARGES
(COMPANY NAME) ~'~ ~( ~~ t' 'Ci 1~~' ~"Q ~nAt ~V!~ ~`P Y~^ Q r ~DfV .SC~V r ~f~' `.L~,C.
(ADDRESS) "(~ DU ~d~'Vt?'s Tc~W(J ~4V~-7 ~ ~ ~ ~ (S I~ UC~ ~ 1 ~O G7 `
i
Received from ~S• ~~~~ ~~~ ~y DLd i
~w~ -~'h~~sr~c~ S~~ h~dr.~~( -~t~v~lv.e ~~ po
;~ , Dollars {
For i~f3y~e-~d ,,~, ~~d~~ ~,.~,,,t~rt~-P ,.~~2U'~ ~ f _ LAST BALANCE $ :~, ~i ~ z ~ ~ 7
Payment ~~(o I Z • G ~
PAID BY: NEW BALANCE $
Check ^ Cash BY ~~ ~ ~~~-~-
# ~~S ~ ^ Charge Date ~~~cz~~ G~ozc ~
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
RONALD J. OLDT 210700887
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (&00)
SCHEDULE J
CCMMDN~NEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RONALD J. OLDT 210700887
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
t TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
REBECCA L. OLDT
132 TAUSCHMAN ROAD GREENTOWN PA 18426
WIFE
100.00
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ 0.00
(If more space is needed, insert additional sheets of the same size)