HomeMy WebLinkAbout04-14-0915056051058
REV-1500 Fx (DI1-o5) oFFtcu-L USE ONLY
PA DepartrneM of Revenue Coun Code Year Fie Number
zaot (Taxes INHERITANCE TAX RETURN ~
Hanisblrrq, PA ttt28-0ti0t RESIDENT DECEDENT 21 08 1182
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Oate of Birth
1590-6515
Decedent's Last Name
Eisen
11 /19/2008 06/12/1947
Suffix
(tf Applicable) Enter Surviving Spouse's Intonmation Below
Spouse's Last Name Sufrut
Spouses social Security Number
Decederd's First Name MI
Pamela F
Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WRH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
C>p 1. Original Rebrm O 2. Supplemental Retum O 3. Remainder Retum (date of death
prior to 12-1382)
O 4. lJrnited Estate O 4a. Future Interest Compromise (data of v 5. Federal Estate Tax Retum Required
death after 12-12.82)
Cttb 6. Decedent Died Testate O 7. Decedent Mairdained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Wdl) (Attach Copy a Test)
O 9. Litigation Proceeds Recehred O 10. Spousal Poverty Credk (date of death O 11. Election to tax under Sec. 9113(A)
between 12.31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORIMTION SHOULD 8E DIRECTED T0:
Hama Daytime Telephone Number
Wiliam L. Adler (717j 234-3289
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Firm Name (If Applicable) '"- `~
REGIS
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ADLER &ADLER TER
F V1
L
1SE ONLY
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First 6ne or address ~ _~_ r-- _
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125 Locust Street i3~
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Second rme of address ;~; -~, ~
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City Of POSt Office LEO ~
Stale ZIP Code DATE FI
Harrisburg PA 17101
Correspondent's e-mail address:
Urroer pewee a perjury, I dedara met I have emmbred ms return, indud7rg aooomparrying sd~edetes aad 6laternertts. and to Ina best of my w~orMledye and beret,
R b true. tuned and eanplsl9. Detlaratlon a preparar Darer man me personal rspresentatlve Is based on all Inkrrnatlon a which preparer has any knowledge.
SIGNATURE SON RE BLE FOR FILING RETURN TE
x xF C.- _ ~I/a~en~
ADDRESUS W L..or~wvL C . r-~ C!/o ~ ' ~/~ ° ~'~' , '~~
SIGMA'r!~//ffOFp R OTHE$~THAN q PR ATIVE DATE
nIiORESS L/~/ _ __ ~~ 7l `7 '_ /
PLEASE USE ORIGINIAL FORM
Side i
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I5056053058
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15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: PBmeia F Eisen 159-40-6515
RECAPITULATION
1. Real estate (Schedule A) . ......................................... ... 1. 380,000.00
2. Stocks and Bonds (Schedule B) .................................... ... 2. 970,411.00
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 Ej ..... ... 5. 68,367.00
6. Jointly Owned Property (Schedule F) :::::;~ Separate Billing Requested .... ... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ".::a Separate Billing Requested..... ... 7.
8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 1,418,778.00
9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 65,071.00
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10.
11. Total Deductions (total Lines 9 & 10) ................................ ... 11. 65,071.00
12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 1,403,707.00
13. Charitable and Governmental Bequests/Sec 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. 1,353,707.00
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_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 45 1,353,707.00 16. 60,917.00
17. Amount of Line 14 taxable
at sibling rate X .12 17 ''
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE ......................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
;~",
15056052059 Side 2
15056052059
REV-1500 EX Page 3
Decedent's Complete Address:
Pamela F Eisen
__ _ _
STREET ADDRESS
14 West Lawn Circle
_ __
_21
File, Number
08 1182
DECEDENT'S SOCIAL SECURITY NUMBER
159-40-6515
_ _
CITY ~ STATE ~ ZIP
Wormleysburg PA 17043
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 60,917.00
2. CreditslPayments
A. Spousal Poverty Credit _ __ _ ____ __
B. Prior Payments 59,000.00
C. Discount __ ___
3,105.26
_- _ Total Credits A + B + C 2
( ) O 62,105.26
3. InteresUPenalty if applicable
D. I nterest
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.
Fill in oval on Page 2, Line 20 to request a refund. (4) 1,188.00
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 :.......................................................................................... ^ ^x
b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ ^X
c. retain a reversionary interest; or .......................................................................................................................... ^
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? .............................................................................................................. ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^ ^X
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..................... ~ ^
...................................................................................................
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. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[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 zero (0) percent [72 P.S. §9116(a)(1.2)J.
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. §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 twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling isdefined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
SCHEDULE "A"
REAL ESTATE
Estate of Pamela F. Eisen File Number 2008-01182
ITEM NUMBER DESCRIPTION VALUE AT DEATH
14 West Lawn Circle
Wormleysburg, PA 17043
Deed Book 0032B, Page 00936
(see attached settlement sheet,
Exhibit "A") $380,000.00
TOTAL REAL
ESTATE $380,000.00
SCHEDULE "B"
STOCKS AND BONDS
Estate of Pamela F. Eisen File Number 2008-01182
ITEM NUMBER DESCRIPTION VALUE AT DEATH
Pioneer Mid Cap Growth Fund $7,700.36
81510245
1062.118 shares at $7.25/share
(see attached Exhibit "B")
FMA Advisors account 179 448451 $665,347.09
(see attached Exhibit "D")
FMA Advisors Account 179 98550 $140,990.62
IRA
(see attached Exhibit "D")
Smith Barney account 724 70324 $3,186.90
15 102 (See attached Exhibit
,~ E„ )
Smith Barney account 724 70805 $58,657.16
13 102 (See attached Exhibit
~~ E„ )
Smith Barney account 724 70806 $94,529.14
13 102 (See attached Exhibit
~~E„ )
TOTAL STOCKS $970,411.27
AND BONDS
SCHEDULE "D"
MORTGAGES AND NOTES
RECEIVABLE
Estate of Pamela F. Eisen File Number 2008-01182
ITEM NUMBER DESCRIPTION VALUE AT DEATH
TOTAL $0.00
MORTGAGES
AND NOTES
RECEIVABLE
SCHEDULE "E"
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Estate of Pamela F. Eisen File Number 2008-01182
ITEM NUMBER DESCRIPTION VALUE AT DEATH
Misc furniture, household goods $5,000.00
Fulton Bank checking
2218 72515
(attached Exhibit "C") $31,615.00
Fulton Bank checking
2218 86297 $6,689.95
Fulton Bank checking
3622 91880 $39.59
Fulton Bank CD
012 0256066 $25,022.52
TOTAL CASH,
BANK
DEPOSITS,
MISC. $68,367.06
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Estate of Pamela F. Eisen File Number 2008-01182
ITEM
Ni7MRFR
DESCRIPTION
AMOUNT
1. Funeral Expense, Hetrick Funeral
Home $1,883.60
2. Personal Representative
Commission
3. Social Security Number
4. Year Commission Paid
5. Attorneys' Fees $42,375.00
6. Family Exemption Claimant,
Relationship to Deceased
Jeremy Eisen, son $3,500.00
7. Address of Claimant at
Decedent's Death
14 West Lawn Circle
Wormleysburg, PA
8. Probate Fees $868.00
9. Advertising estate
The Sentinel $190.54
Cumberland Law Journal $75.00
10. Reserve $275.00
Register of Wills, taking oath
in Dauphin County $20.00
Additional short certificates $28.00
Memorial service and reception
at Radisson 59,587.39
Flowers for memorial $200.00
Knight Security, security system
for house $120.00
Estate checks $26.65
Schultz Landscaping, prepare
house for sale $360.48
Schultz Landscaping $755.12
Wrightstone Electric, repair
outdoor lights of house in
preparation for sale $1,099.02
Richard Cassel, haul trash from
house $425.00
Ehrlich pest control $153.70
Bangkok Wok, flowers for
memorial service $200.00
Borough of Wormleysburg, trash
and sewer $130.00
Dirty Dog Hauling, trash hauling
from house $900.00
Dennis Stover, real estate
appraisal $350.00
Capital Area Chem Dry, carpet
cleaning in prep to sell hosue $201.40
Dierdre Boarman, housecleaning
to prep house for sale $275.00
Wire transfer fee to pay
inheritance tax, Smith Barney $12.00
Calder Door, repair garage door $125.00
Dierdre Boarman, house cleaning $75.00
Daniel Clem, replace front
gutters $360.00
Dierdre Boarman, house cleaning $150.00
Dierdre Boarman, house cleaning $100.00
Reifsnyders Piano, move piano to
storage $250.00
$65,070.90
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
testate of Pamela F. Eisen File Number 2008-01182
l~l'~Ni NUMt3~K DESCRIPTION AMOUNT
SCHEDULE "F"
JOINTLY OWNED PROPERTY
Estate of Pamela F. Eisen File Number 2008-01182
Joint Tenant Name Address Relationship to
Decedent
A.
B.
C.
Item Number
and Date
Made Joint Joint
Tenant Description
Property Total
Value
Asset o
Interest
of
Decedent Decedent
Interest
Total $0.00
SCHEDULE "G"
TRANSFERS
Estate of Pamela F. Eisen File Number 2008-01182
Item Number Description
of Asset Exclusion Value of
Asset Value of
Decedent's
Interest
Total
Transfers $0.00
SCHEDULE J
BENEFICIARIES
Estate of Pamela F. Eisen File No. 2008-01182
ITEM NUMBER NAME AND RELATIONSHIP AMOUNT OR
ADDRESS OF TO DECEDENT SHARE OF
BENEFICIARY ESTATE
A. Taxable
BequeStS Jeremy Eisen
14 West Lawn
Circle Son 50 0
wormleysburg, PA
17043
Benjamin Eisen
277A Rose Street SOri 50 0
San Francisco, CA
94102
ITEM NUMBER NAME AND ADDRESS OF
BENEFICIARY AMOUNT OR SHARE OF
ESTATE
A. Charitable
and
Governmental
Bequests
.1. U.S. DBPAR'1;t1EN'I' OF I-IUUS[NG ANU URBAN UE\'6LOfh1EN'f U. TYPE OP I OAN u
S>1'fTLEfI'II;NT STA'1'E111N'I' t. ~~ 1'ItA 2 ( r11htA 3 I J coNV. uNrns
G. Gll.l: NUhtBGR: 7. LO,\N NUht13FR
09-(10058-r1LT
g. MORTGAGE: INS. CASE NU.:
C. NOTE: "this form is famished to give you u statcnlent of actual seulemcnt costs. Aln[mnts paid W and by the settlement. agent arc shown. Items
marked "(p.o.c.j"were paid outside dte closing; they arc shown here 1br irformational pulposcs and arc not included in the totals
D. NAMI? & ADDRESS Shown h1. Gallagher and Laura firth Gallagher
OF BORROIVL'•R: 21S N. 24th Street Crm Hill, PA 1701 [
E. NAh1E & ADDRESS Estate of Yamcla !~. Eisen
OF SELLER:
F. NAME ~ ADDELESS Cash
OF LENDER:
G. PROPTR'I'Y LOCATION: t4 IV, Lawn Circle, 1Normtevsbur', PA 17043
H. SETTLEMENT AGENT: Assured Land Transfers, [nc.
PLACE OF SE-1TLEMENT: 301 Market Street, Lemovnc, PA 17043 (717) 761-3720
I. SC:'I'i'I_IiMBN'I' DATE: 4lOb/2l)09
.1. G. ,.r n..
- -- ------... -.. _....__......
100. Gross Amount Due Prom Borrower; ~.. au nnnarv of ~cttcr's-frtnsactinn
400. Gross Annouut Dot: To Scllcr:
' 101. Conuact soles rice
102. Personal ro crt 380,000.0
- 0 4UL. Contract sales rice
402. Personal roert 380,000.00
IU3. Settlement char~cs to borrawcr. line l400> _ S,ggl,l g 403.
104.
404.
105. 405. -
i __._
I
Ad"ustments For [tans f'nid B 'Seller In Adva nce: Ad'ustmeots hot Items E'aId By Seiler In Ad vance:
106. Ci /tovnt taxes to 406. Cityitoum taxes to
107. Count taxes 04lOGi0') to 12/31/09
IOR. Asscssnlcnts to 2 492,24 407. Gaunt Wxcs 04rOG109 to 12131/09
40H. Asscssmcnu to [ o ~.
2 4J_...1
109. School Tazcs -0/OW20(19 to fi/30/:009
' 1312.87 , 409. School 1"nxes 410E/.009 to 830'2009 1 312 87
110. Scwerll
rnsh (A r • Junc} 4106/2009 Io 6!3012009 122 5~ ! 110. Sewcrlfrash (Apr • June) 4/0672009 to 6!30.'2009 12252
III . R I I .
II2 ',,... 412. - ._._.
tIJ.
413.
114.
1414.
I
I 1 S. 113.
116. 41 G. _-----..~_
'
120. Gross Amount Due 6'rom 13orrowcr:
200.. n r P 1 1 3v t7r Tn lich If O 11o rmver: 389,809.01 42U. Gross Amount Uue'Ib Seller: 383,927.63
'
15 0, R r r n c 1 rr t r n S r;
201. DC 7a51I ar CamCF( n1anC 15 (]O(].d~ 501, fsXeess lIC1lOSlI (SCC iR$lmCl10n5)
202. Princi. al amount of new loan(s) _
207. Existing loan(s) taken subject to -~ -__ 502. Sc0lcmcnt charges to seller (line 1100)
503. Exvstin loan(s) taken subject to 3 130.{)0
1204. 504. 1'avo(f IstMt . Ln.
203' 503. 1'avotf2nd hRt
Ln
206. .
.
506.
207. 507. i ._____...__.__._-._. _.__ _
i 20R. $Og. - -___._._._.~.._
' 209.
509. - _.___ _
i
AdJustments For I[ems Unpaid By Scllcr:
210. Cit Mown laXCS to Adjustments Por Itetus Unpaid 13y' Seller:
310. Ctty/lowil IaXCS In
21 I. t,.aUllty taXl'S_ ~i, l[I _ _
$ I L COtinly' lJXCS in _
._.'-."^---._._._.___
I 21 2. Asscssmcrts to
1 512, Asscssnunts t
213. _
214,
215.
- o
513. --------
-_
514.
515.
2l G.
316. ---
217. - ---
517.
21 R.
_ V v`
SIR.
219. SI9. : -
---~- --~-~--- ~____-._.._-____ ~
~
22U.'Patal Paid 13y1for
Borrower: I, i
15,000.00 520.'Ibtal Reeluctions -
Lt AmountDucSeller: j 3,930.006
300. Cosh A Sc Icmcn Frnm/Po 13n nw •r: fi00. .n 1t S 1 t ' n 'n I
301. Gmss anxmnt due from bamxvcr (line 120) 3S9 809.01
302. I,css anxlunt paid by/far borrower (lint 220) i 15 000.00
~ 303. Caslt (~)±jFItOhI) ~'.-f1'O) [3orrolvcr: 37d,8U[J.01 fi0l. truss arrxlunt riot Ia seller (line 420 383;)27 6'i!
fi02. Less reductions in amount due sciler (line 520_) f ~- ~~3U.pU,
6U3. Cnstt ~.~TO) (:JFftOitil) Scllcr: I 379,997.63
_ I
['n:viaus L'dition is Ubwlctc SI3-4-3S3R-000-I
3t8G No. 13~ 1~IUIJ•I (3.86}
RESPA, HF3 4305.2
X Page I of 3 X JJJ
X C L./•~ X t l
( r
l.. SL7TLb:1'1EN'I' CIIARGES Iscrnw:09-OOOSR-AI:I'
70U. 'T'otal Sahs!Brol:cr's Commission:
based On f'rict: S (:. %= Paid pram
Ilorrotver's I aid prom
Scllcr's
w.: Funds Funds
0
At
AI
7n2, 5 to
Settlement
Settlement
7f t i ^sion paid at scttlcmcm
704. _
~ ..
1 • n 'ration fcc
R02 Loan Dj~courtl 4;, _
I _
I I
R03_s~p [ s sal Cc~tst- -. __
.__
1{U4. Credit report to: _
5 's i c ti n cc
ROb, i~tanv,~tgt; insuraty~ap~(i~~4i4Rfse to ~ -
_i#43._~.SSSitItPlion fcc __. --__._
_.-.__
ROR. _ _. I
_
f)9 _ _
R~
---
813
14. __
R15.
wit G. _
7
1 R. '~
f
- -.__
R21.
' •5 r to a~S Jtlay (Oday31
9 2 gacc insuranccprcmiun~[ mo. to
_
903. }lv_ard insurance premium for yrs. to
904. Flood insuran~prcrnium for yra to
I -~.- -
''}0(i.
I r n the a cr ~. nth
h){)~~14~?St!&s~esttran~s___ tnQnthS Cry S ncr tronth - -` ~- (--- _.._._ I
1003. ,i ~pcrtytnxcs n>~I nr$ ~ps~cirs~h
----_._....._
L
I
_._.
1004. County orotxrrv t,xcs mnnthc rns S cr rronth
P _____._,___ --_--
I I _____ _--___-._ I
Ana ^ • cs mcnts ntsOt6 ri1 S ~zstttslnth 1 I
11006 Wood insurance months (a~ S per month __
I
11007 mottlh r~ ocLtL4lllh 1
1
1
-_~
I~_Al;1;Le+ate t\ci~ust ent ~
___.
1009.
I Inl. ,Sgt3lement or cl9t;i_ne fee to _ I
J 102.. itbs r•mt or tillc scsuch to _`
I
- _
I I(!3. 'title examination Io
I
_
_l].44._J:iils~t>,~str,'uls~.kiods.[1o -------- ~ _
- ----
n _~aClrIl7Cl C 1r7.t101(-10
L4G. Notary CCCS t0
1107. Attorney's fees to
(includes above item Numbers: } -
1 IOS. Title insurance to Assured Land Trans(crs, fns. (f2essue fiats}
(includes above item Numbers: - )
2,032.8R
_I~`L~L~€Od~s. G9ti'~r~b~ 49_L[~miUriti~Q ()0 `i--- - -- - ---
1110 Owner's covera~ 5 3R0 000 00 1~)g{unu S2,g32.8R
_-
5112.
- - --
1 ti.
Cfl4. -
''I in + c : cd 4 .
+ + 4R 50
202. i /county tax/c~tamns: Dacd S
•Mortg?tgc $ _ I -
1203 State taxlStamns• Decd S 7 ti00 00 \1arth ty4 ~ f
_1204.
- -- ---- 3 bOf 00 _ 3•$Of).00
1,~5
_1341.~ttr~'cv_ta
303. Scwcr/LVatcr to \t'omtlcysburg ]3orau +It
3 4. ~_13C7, ~,!
--
1305.
1306. _
0 ----
A011 _T_otul~ClllenteuLCltu[1:e !t'nter nn line l t73 Sect~ir J- a~ - iu ~0?"Sy~i~ A
_ ,..~ 5 538 _.___...3.930.00
•. " ,r"'; ~ -~~`~ __ 1'a£ic G o[ 3 ~ I SIi-^...3538-(100-I
SELLER'S ANDJOR 13dRRO~NER'5 STATEMENT Iscrow: 07-00058-ALT
I have carefully reviewed the tIUU-1 Settlement Statement and to the hest of my knowledge and belief, it is a true and accurate statement of cell receipts and
disbursements made on my account or by me in this transaction. t further certify that i have received a copy of the 41 1D-3 Settlenteni 5tutcmcnt.
Sellers
'~-^- Estate of tela }'. Eisen
~y: ~' .; ~CEL
'rhe FIUD-t Settlement Statement which I have prepared is a true and accurate account of this Irunsaction. I have caused or will cause the funds to be
disbursed in accordance with this statement.
GG''~,.~° G .zar
Scttlcmcnt Agent: _ ~ ---., .. -___- _ ..... Uatc: ~ 9
r .. - ---. _ --
AT[C Support, As ured Land'fransfcrs, Inc.
~VARVI\G: !t is a crime to knowingly make false statements Co the United States on this or any other similar form. Penalties upon conviction can include a
fine or imprisonment. for details sec: Title 18 U.S. Code Section t001 and Section 1010.
Page 3 of 9
FINANCIAL,LLC
December 16, 2008
Adler & Adler
Attorneys At Law
Attn: William L. Adler
P.O. Box 11933
Harrisburg, PA 17108-1933
RE: Estate of Pamela F. Eisen -Pioneer Fund # 81510245
Dear Mr. Adler and Mr. Eisen:
Our condolences on the death of Pamela Eisen.
This letter is in response to your correspondence dated December 2, 2008.
The Pioneer Mid-Cap Growth Fund was purchased on August 12, 1996.
The date of death value on November 19, 2008 was $7,700.36, based upon 1,062.118
shares at the NAV of $7.25 per share.
If you have any questions, please call me.
Sincerely,
~ . -. ~
_._ _`
Cam-... C~..~~ ~--~i'~... ~-~_~,:
C7
Karin A. Kahlbaugh
5 Kacey Court, Suite 101, Mechanicsburg, PA 17055 • phone (717) 766-4551 • fax (717) 691-3299
Securities offered through Financial Network Investment Corporation, member SIPC. Financial Network and BAR Financial, LLC are not affiliated ~~ ~ ' r
'1
FultanBank
LISTENING.
December 12, 2008
Adler & Adler
125 Locust Street
P.O. Box 11933
Harrisburg, Pennsylvania 17108
Dear Mr. Adler:
RE: Pamela F. Eisen, deceased November 19, 2008
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Checking # 2218-72515, open 7/13/1988, date of death balance $31,615.00
(any accrued interest ($ .14) would not have been payable had the account
been closed on the date of death) Jeremy J. Eisen as Power of Attorney.
Checking # 2218-86297, open 4/9/1990, date of death balance $6,689.95
(any accrued interest $ .18) would not have been payable had the account
been closed on the date of death) Jeremy J. Eisen as Power of Attorney.
Checking # 3622-91880, open 9/20/2006, date of death balance $39.59
Jeremy J. Eisen as Power of Attorney.
Personal Line of Credit # 0882225759, open 12/20/2002, date of death balance
$ -0-, in her name only.
CD # 012-0256066, open 5/20/2008, matures 5/20/2009, date of death balance
$25,000.00 plus accrued interest $22.52; paying 1.73%, titled Subject to February
i`t 2008, Court Order with Jeremy J. Eisen as Power of Attorney
The decedent also has a safe deposit box # 138 at our West Shore Branch,
joint with Jeremy J. Eisen.
If you should have any further questions, please do not hesitate to contact me at (717)
291-2437.
~,~ ~ ~ ~ ~ ~ Ve truly yours,
This :-:o=m~t~o.~ i:; fi.trns.h~c3 ~s ~ rna~~r cif eti~s~ress courtesy ~cu,,,,,..:~ °c.~
til ?fl'!Vf'.r t(? ~"!yi" i;~(,';.?ri'*', ~E'a(i iS }'' ~'~'~" Cf1l~iitRRti~{ USC only. Karen D. Hille as
rc ~; et n ~~ t~~;v !c ~ a~,-r ~>. ~"..:•~ '.:i~•.;:n Gr ?i~`~ D~ Iii`.: olt~icers. Credit Inquiry Processor
Igo ~ :o<<s;,,.:s~, ~_su~,l~~; ~ a.;~.~
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r n;° ,:i!" ~t;'i{:i~i i-xji;'i;` .:.. ~a ..;:ilj':~t :~ Li1R`~a +riit~lCUt RC ti;:~.
P O Box 4887 ~ Lancaster, PA 17604
fultonbank.com ~ 1-800-FULTON-4 ~'
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1
ADVISORY INCORPORATED
Memorandum
1631 North Front Street
Harrisburg, PA 17102
(717) 232-8850
(717) 232-7737 Fax
Date: December 11, 2008
To: William Adler, Esq.
From: Carol Maloney
Re; Contract and Investment Policy
Enclosed are the Date of Death Values for Pamela Eisen.
Thank you
FMA
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~/ 11 North 3rd Street Tel 717 780 1700
2nd Floor Strawberry Square Fax 717 233 2090
Harrisburg, PA 17101 Toll Free 800 237 1700
January 30, 2009
Attn: William L. Adler
Adler & Adler
125 Locust Street
P.O. Box 11933
Harrisburg, PA 17108-1933
Re: Date of death letter for Pamela Eisen
Dear Bill:
smith barney
At the time of her death on November 19, 2008, Pamela Eisen maintained three
accounts at Smith Barney. The following is information you requested regarding the
accounts:
724-70324-15-102 -This account was titled in the single name of Pamela Eisen. The
account was opened February 22, 2007 with no ownership changes. The account was a
retail account with no beneficiary designation on the account. This account had a cash
only balance of $3,183.83 with accrued interest of $3.07. Total value of the account as
of November 19, 2008 was $3,186.90.
724-70805-13-102 -This account was titled in the single name of Pamela Eisen. The
account was opened August 31, 2007 with no ownership changes. The account was a
retail account with no beneficiary designation on the account. This account contained
both stocks and cash which are detailed on the attached spreadsheet. Total value of the
account as of November 19, 2008 was $58,657.16 based on the closing prices on that
date.
724-70806-13-102 -This account was titled in the single name of Pamela Eisen. The
account was opened August 31, 2007 with no ownership changes. The account was a
retail account with no beneficiary designation on the account. This account contained
both stocks and cash which are detailed on the attached spreadsheet. Total value of the
account as of November 19, 2008 was $94,529.14 based on the closing prices on that
date.
Pamela had no loans outstanding with Smith Barney at the time of her death.
Please call us at 1-800-237-1700 extension 1735 (Bill) if you have any questions.
Sincerely,
~~~~~,~'
Bill Barton
Client Service Associate for
Richard A. Melzer
Senior Vice President -Wealth Management
Rodd J. Melzer
Vice President -Wealth Management
Citigroup Global Markets Inc.
The information set forth was obtained from sources which we believe reliable but we do not guarantee its accuracy or completeness. ~~ ~ ~,
Neither the information nor any opinion expressed constitutes a solicitation by us of the purchase or sale of any securities.
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