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HomeMy WebLinkAbout07-13-0915056041114 --~ REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN ~~~ ~ ~~~" Po Box 2aosol RESIDENT DECEDENT ~, ~ ~ `~ __ Harcisbur , PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Date of Birth Social Number Date of Death 156-01-5501 Decedent's Last Name 07292008 Suffix 12011914 Decedent's First Name MI TAYLOR (If Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's Last Name Spouse's Social Security Number VIRGINIA Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-62) Q 6. Decedent Died Testate ~] 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) ~]_-1J~S{zousal Eoxedl! Credit~date~fsleath- ~_~ Litigation_Ploc~ds_Bec~ived between 12-31-91 and 1-1-95) Q 3. Remainder Return (date of death prior to 12-13-62) Q 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes Q__~_1_Electioalosax under Oar s11a(A}- (Attach Sch. 0) CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAOX IyNt ~Oe Te elphoneONumberDIRECTED T0: Name `" _y r ;aa 717-243-58~$~ ~^ STEPHEN D. TILEY Firm Name (If Applicable) REGISTER OF WILL-S;U~SF ONL1~=^ , Y ~ i' 1 .~ I n : "7 FREY & TILEY _. ~ ~ ~ ~' First line of address _ ' `~^~ - -; ~ `i 5 SOUTH HANOVER STREET '~ ~ i - .~ :? _ ~~~ Second line of address City or Post Office CARLISLE pA 17013 Correspondent's a-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 corn lete. Declaration of re aver other than the ersonal re resentative is based on all information of which re arer has an k DATE e SIGNATI~E OF PERSON R E FOR FILING RETURN w ~. y.~ ~ ~~ Y ~ ~f _ /` ADDRESS DUANE V.-GREEN State ZIP Code . 25378 INDEPENDENCE ROAD, UNIONVILLE REPRESENTATIVE ADDRES STEPHEN D. TILEY, 5 SOUTHPLEASEoUSEORGI'NALFORMONLYI Side 1 L 15056041114 VA 22567 DATE A 17013 15056041114 J ~ 1556042115 REV-1500 EX Decedent's Social Security Number ~ecedent'sName: VIRGINIA TAYLOR RECAPITULATION ....... NONE . 1. 1 ................. Real estate (Schedule A) ................. . . 279271.61 2 ............. Stocks and Bonds (Schedule B) ............ ~ • ~ • ~ ' ' ~ ~ .. 2. . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... NONE .. 3• 2350.00 4. Mortgages & Notes Receivable (Schedule D) ......................... • 4 . 79607.27 5 Bank Deposits & Miscellaneous Personal Property (Schedule E) • • • ~ ~ Cash ~ ~ . 6 , Jointly Owned Property (Schedule F) []Separate Billing Requested ...... 6 NONE . . 7. Inter-Vivos Transfers & Miscellaneous N~onSPparate Bill ng Requested ...... .. 7 NONE (Schedule G) 361228.88 8 ..• ....... Total Gross Assets (total Lines 1-7 ......... • ., 8. . 41576.33 9. .......... Funeral Expenses & Administrative Costs (Schedule H) ..... . .... s. 4926.26 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........... • 10. ~ • ~ 4 6 5 0 2 . 5 9 11 Total Deductions (total Lines 9 & 10) .............................. ... 11. . 314726.29 12. ............... Net Value of Estate (Line 8 minus Line 11) ............ . ble and Governmental Bequests/Sec 9113 Trusts for which it h .12. O . O O 13. a ar C an election to tax has not been made (Schedule J) ....................... 13. 314 7 2 6. 2 9 14 ............ Net Value Sub'ect 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 O . O O (a)(1.2) X .0 0 15 0 O 0 16. Amount of Line 14 taxable 16 . at lineal rate X .0 4 5 0. 0 0 17. Amount of Line 14 t sibling rate X• 12 l 17. 18. e a taxab Amount of Line 14 taxable $ 314 , 7 2 6.2 9 18. 4 7 2 0 9. 0 0 at collateral rate X . 15 47209.00 ............... ..19. 19. ............ TAX DUE .......................... 20• FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 15056042115 J L 15056242115 REV-1500 EX Page 3 156-01-5501 Decedent's Complete Address: DECEDENT'S NAME /IRGINIA TAYLOR STREET ADDRESS ~~n ~nl1TH HANOVER STREET CITY LE Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount File Number 21-08-00795 DECEDENT'S SOCIAL SECURITY NUMBER 156-01-5501 STATE ZIP ~n 1701 (1) 47209.00 Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable $698.50 D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 698.50 If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 4 0.00 . Fill in oval on Page 2, Line 20 to request a refund. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 47907.50 5. (5A) Enter the interest on the tax due. A . (56) 47907.50 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. AGENT REGISTER OF WILLS , Make Check Payable to: THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE AP PROPRIATE BLOCKS PLEASE ANSWER 1. Did decedent make a transfer and: ........... ~ X ........... a. retain the use or income of the property transferred : ................. ... i ^ ncome : ............. b. retain the right to designate who shall use the property transferred or its ^ ^ c. retain a reversionary interest; or ..................................... .... d. receive the promise for life of either payments, benefits or care? ......................... t transfer property within one year of death d en 2. If death occurred after December 12, 1982, did dece ............ ... ^ . ^ ' without receiving adequate consideration? ................................. "' t ust for" or payable upon death bank account or security at his or her death .. . ^ ^ 3. Did decedent own an in r 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 1169a5 1h1 t IB;.rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9 () ( ) For dates of death on or after January 1, 1995, th statutetdoespnot exem ht a transfeeto arsurv wing spouse from taxi and the t 9t pY use is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)i. The 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 Yeercenta92 PrS ou9116(a)(1 2)] to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) p [ § The tax rate imposed on the nen ~2 P.Sf §9116(1 2) [72 P.S §9116(a)(1)~ ecedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted The tax rate imposed on the net value of transfers to orsoattleast onef parent Intl ommoblwigth the decedent, whether[by blood or adopt on.)1 A sibling is defined, under Section 9102, as an individual who ha 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE B STOCKS & BONDS - FILE NUMBER ESTATE OF 21-08-00795 Vir inia Ta for All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM JMBER DESCRIPTION VALUE AT DATE OF DEATH 661 50 $13 1, 445 Shares AT&T Common Stock at $30.70 per share . , See Exhibit "A" Attached 2. 60 Shares MetLife Comon Stock at $52.81 per share $3,168.60 See Exhibit "B" Attached 3. 2535 Shares Schlumberger Limited Common Stock at $96.23 per share $243,943.05 See Exhibit "C" Attached 4. 542 Shares Verizon Common Stock at $34.13 per share $18,498.46 See Exhibit "D" Attached TOTAL (Also enter on line 2 Recapitulation)~$ 2 (If more space is needed, insert additional sheets of the same size) 217 REV-1507 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RFSI~ENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF 21-OS-00795 Virginia Taylor L , FILE NUMt3tK REV-1508 EX+(6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY FILE NUMBER ESTATE OF 21-08-00795 Vir inia Ta for Include the proceeds of litigation and the date the proceeds were received by the estate. All roe "ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. VALUE AT DATE ITEM ~_,,,,~,,,r,,,,, OF DEATH 1 Refund -Chapel Pointe at Carlisle -Nursing Home I $594.50 2 ~ The Alliance Development Fund, Inc. Accounts See Exhibit "E" Attached: $2,136.19 a Account No.: 38015501 $5,017.72 b Account No.: CD 10189 $2,508.05 c Account No.: CD 12753 $1,028.22 d Account No.: CD 12754 $6,522.51 e Account No.: CD 12755 $10,042.29 f Account No.: CD 12756 $10,032.22 g Account No.: CD 15700 $10,042.29 h Account No.: CD 18267 3 Sovereign Bank MA1 M63 02-10 Court Ordered Procesing P.O. Box 841005 Boston, MA 02284 See Exhibit "F" Attached: Personal Checking Account No. 2891050061 $4,600.89 a $0.02 Accrued Interest to DOD 243.50 $17 b Money Market Account No. 2894020672 , Accrued Interest to DOD $29.16 Certificate of Deposit No. 2895349823 $1,200.30 c $2.18 Accrued Interest to DOD $3,876.14 d Certificate of Deposit No. 2895364574 Accrued Interest to DOD $13.69 $4,618.90 e Certificate of Deposit No. 2895539035 $7.50 Accrued Interest to DOD 4 Refund -Commonwealth of Pennsylvania -Personal Income Tax $91.00 TOTAL (Also enter on line 5, Recapitulation) $ I 79,607 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-08-00795 Vir inia Ta for . Debts of decedent must be reported on Schedule I. ITEM _ DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1. Hoffman -Roth Funeral Home -Carlisle, Pennsylvania 2. (Gray Funeral Home -New Jersey 3. Master Memorials, Inc. 4. Duane V. Green -Travel to PA then NJ to arrange burial -out of pocket expenses g, ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Duane V. Green Street Address 25378 Inde endence Road city Unionville state VA zip 22567 Year(s) Commission Paid: 2009 2. 3. 4. 5. 6. 7. 8. 9. 10. Attorney Fees Frey and Tiley 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 Probate Fees Accountant's Fees Frey and Tiley Tax Return Preparer's Fees Frey and Tiley Short Certificate Check Book Charge The Sentinel -Advertising Cumberland Law Journal -Advertising $6,694.24 $3,925.00 $1,189.00 $700.00 $13,834.14 $14,584.14 $352.00 $0.00 $0.00 $4.00 $20.65 $198.16 $75.00 TOTAL (Also enter on line 9 Recapitulation) ~ S 41 (If more space is needed, insert additional sheets of the same size) Zip REV-1512 EX+ (12-OS) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8~ LIENS ESTATE OF FILE NUMBER Vir inia Ta for 21-08-00795 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. VALUE AT DATE ITEM OF DEATH NUMBER DESCRIPTION 1. 4,808.91 Checks Cleared After Death -Checking Account No.: 2891050061 $ 2. Millennium Pharmacy Systems East $117.35 TOTAL (Also enter on Line 10, Recapitulation) I $ 4,926 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES ESTATE OF FILE NUMBER Vir inia Ta for 21-08-00795 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. 2116 (a) (1.2).] 1. Duane V. Green, 25378 Independence Road, Unionville, VA 22567 Niece 2. Linda Carol Clements, 9900 Heyden, Detroit, MI 48228 Niece 3. Dawn Elva Rowan, 38 So. Third Street, Frackville, PA 17931 Niece 4. Robert Wayne Taylor, 349 So. Balliet Street, Frackville, PA 17931 Nephew One Fourth ne Fourth One Fourth One Fourth ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, I $ 0 If more space is needed, insert additional sheets of the same size. LAST WILL AND TESTAMENT OF VIRGINIA TAYLOR I, Virginia Taylor of the Borough of Carlisle (8 Alliance Drive, Apt. 202), Cumberland County, Pennsylvania 17013, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revolting and malting void any and all Wills and Codicils heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient. I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and generation-skipping transfer tax payable as a result of my death, not limited to taxes attributable to property passing under this Will, shall be paid by my Executor from my residuary estate, including any part of my residuary estate that otherwise qualifies for a deduction for federal estate tax purposes. I direct my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. SECOND I declare that I am unmarried, have never been married, and that I have no children. THIRD I make the following specific bequests: (a) To my niece Duane V. Green, 25378 Independence Road, Unionville, Virginia 22567, I give and bequeath my bedroom furniture (bed and two dressers), cedar chest, and my chest of drawers from my mother Emma which is currently in my second bedroom. (b) To my niece Dawn Elva Rowan, 38 South Third Street,. Frackville, Pennsylvania 17931, I give and bequeath all items that my brother, Robert Taylor, l made; two music cabinets and the music therein; all of my door stoppers; and my small ;) footstool. ,;, _, - FOURTH All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath, in four equal shares, per stirpes and not per capita, unto such of the following named four nieces and ''' nephews as shall survive me by ninety (90) days, but should any of them fail to so survive me then the share such deceased niece or nephew of mine would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shares; the four nieces and nephews being: :~ ' (a) My niece, Duane V. Green, 25378 Independence Road, Unionville, ' Virginia 22567. (b) My niece, Linda Carol Clements, 9900 Heyden, Detroit Michigan 48228. Lnst WiU and Teslnment of Virginia Taylor Page 1 of 3 (c) My niece, Dawn Elva Rowan, 38 South Third Street, Frackville, Pennsylvania 17931. (d) My nephew, Robert Wayne Taylor, 349 South Balliet Street, Frackville, Pennsylvania 17931. FIFTW I hereby nominate, constitute and appoint my niece, Duane V. Green, 25378 Independence Road, Unionville, Virginia 22567 as Executrix of this my Last Wilf and Testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of my said niece, I nominate, constitute and appoint my friend, Mr. Frank R. Burrows, Jr., of 17 Clifton Terrace, Carlisle, Pennsylvania 17013, as Executor of this my Last Will and Testament. I further direct that no bond or other security shall be required of any Executor or Executrix appointed in this Will for the performance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act. The terms Executor or Executrix may be used interchangeably in this Will and shall refer to any Executor or Executrix appointed in this will, or any other Administrator appointed by a court of competent jurisdiction. SIXTI-1 In addition to, and not in limitation of, the powers conferred by law or by other provisions of this Will, my Executrix shall have the following powers, each of which may be exercised from time to time by my Executrix in her sole discretion: (a) To retain in the form received, and to sell either at public or private sale, or to distribute in Kind, any real or personal property. (b) To manage both real and personal property. (c) To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for an Executrix. (d) To exercise any option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficiary. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages (including notary page), this 15th day of March, 2005. Virginial'faylor Signed, sealed, published, and declared by Virginia Taylor the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. h ~^ _j ~~ {f ~ I ~ ,J lJ ~.. ,~ Last Neill mid Testament of Virginin Traylor Page ? of 3 COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF CUMBERLAND ) We, Virginia Taylor, the Testatrix in, and Stephen D. Tiley and Robert G. Frey ,the witnesses, to the Last Will and Testament, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Last Will and Testament as a witness and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~j ,---- , d--, ((1~~•G~4'i% 1%x.1 awl/~ _/~L~'L~" ~'fi"~ ~: Virginia~taylor ~;' /7 --~ ~,_,~~ ~- - ~~ _ Subscribed, sworn to and acknowledged before me by the Testatrix and the witnesses above-named, this 15th day of March, 2005. - ~_.~, ,: J ,Notary Public :.. - - rsu~rAOaIAL SEAL lTY1S'hlA 0. l.IESS, No7AF3Y GUEILIC HOF30UG6i O~ CARLISL[, CUMBERLAND CO., i'A . h9Y CCh~dSSION [XFIi3ES MAY 20, 2008 ~..~~ Wr7/,,,,dTestmneat afVireinia Tmdor Pnge 3 of3 T: Historical Prices for AT&T INC. -Yahoo! Finance 130/09 1:48 PM Yahoo! My Yahoo! Mall More Make Y! My Homepage New User? Sign Up Sign In Help _ _.. _ _.. ~~ ~ ~ ~ Search WEB SEARCH Dow ~ 1.60% Nasdaq ~ 1.52% Friday, January 30, 2009, 1:47PM ET - U.S. Markets close in 2 hours and 13 minutes. CrE? l2UOTE5 Finance Search AT&T, Inc. (T) At 1:32PM Ef: 24.6422 ~ o.os7s >;o.27°i°~ f .' ~ °- ~"~ :...~ n~ls:a:snap ,,!~. >e _ w BABY ~ = ~ E;,ve~ t : r ~ ~.~• ` ~ Ot1TiAK1*S. ~ ~# your way. Historical Prices Get Historical Prices for: 'i~.,hGd a SET DATE RANGE ADVERTISEMENT ~.~.._.. --.., f~ Daily Start Date: ~~ 1u! ~ ' ~ 29 ~ 2008 ~ Eg. )an 1, 2003 ~~ Weekly End Date: ~ Ju! ~ ` 29 ~. 2008' ~ Monthly ___- w- ~~' Dividends Only t-met Prices `' First ~ Prev ~ Next ~ Last PRYCES Date 29-Jul-08 Open High Low Close Volume Adj Close' 30.68 31.10 30.56 30.70 28,850,900 29.79 Close price adjusted for dividends and splits. The i'1~1t7iC' UE']~Ot~' First ~ Prev ~ Next ~ Last Credo ~~~~ ~~~ Download To Spreadsheet ' ' " ~ `~ ' "~~' ' -_,,r _. _ _ i~,,_ ,- ~~ ~~~~ http://finance.yahoo.com/q/hp?s=T&a=06&b=29&c=2008&d=06&e=29&f=2008&g=d Page 1 of 2 ~~:,: flip 1 MET: Historical Prices for METLIFE INC -Yahoo! Finance Yahoo! My Yahoo! Mail More Make Y! My Homepage New User? Sign Up Sign In Help ,~;,,, ~ f ~ ~ ~ 1,. E Search _ WEB SEARCH Dow ~ 1.82°!o Nasdaq ~ 2.08% 1 J30/09 6:32 PM Friday, January 30, 2009, 6:32PM Er - U.S. Markets Closed. GET ©UQT£5 Finance Search MetLife, Inc. (MET) ~~~ .~-b r : #Y'"° ~. FRED TRADES. ~ : "~ Historical Prices At 4:OOPM ET: 2H.73 ;1.30 (4.33%) ~,,,,,, AMSRlTRADE TRADE FREE F{yR $D DAYS # GET $1 OD Get Historical Prices for: ` GO SET DATE RANGE _ '* Daily Start Date:. ' Jui ' ' ° 29 ~ 2008 Eg. San 1, 2003 ,__~ N/eekly End Date: + }ul ; ' ; 29 2008 ` `__~ Monthly _: ' _'° Dividends Only ~' Get Prices° PRICES First ~ Prev ~ Next ~ Last Date Open Nigh Low Close Volume Adj Close" ADVERTISEMENT MCIi'£ c~C~tV~" ~Eracers tra+~~ ''! ~idel~~y. 29-Jul-08 50.57 52.83 50.39 52.81 8,477,900 51.72 " Close price adjusted for dividends and splits. First ~ Prev ~ Next ~ Last 3` ~ Download To Spreadsheet ~Fide~%t`y. l>f TMI T.R The s~a.:,l-rer of Flcacii<v A~-tiva Trsdee hc~us~hoic!s ~.iie trada `2q or mare wir.~s ave: a rcianc St-munWh ,,~rioc3 aco~ thei ehq ore 6ro4aac~ $ttour~, rosr over ifXJ~ xswsztl June 20;i5 arx~ A.{z i! iQ?3. Fld~!iey 8rr..:rracr 5a~hcaa, Metn6cr !t"fSE. S;PC L~7`s452... http://finance.yahoo.com/q/hp?s=MET&a=06&b=29&c=2008&d=06&e=29&f=2008&g=d Page 1 of 2 66~~jPv SLB: Historical Prices for SCHLUMBERGER LTD -Yahoo! Finance 1/30/09 11:27 AM Yahoo! My Yahoo! Mail More Make Y! My Homepage New User? Sign Up Sign In Help .. _. «, ~ ~ ~ ~ ~ ~ ~ Search WEB SEARCH Dow *~ 1.53% Nasdaq +~ 1.64% Friday, January 30, 2009, 11:26AM Ef - U.S. Markets close in 4 hours and 34 minutes. ~r~''~ GET QUOTES F Finance Search Schlumberger Limited (SLB) At 11:11AM ET: 41.39 30.54 (1.29%) a.... ~ ~ C "~' .. ~ ~'`r 6 ~ ~,~ ~ ~ aw+~~ztrlaAio~ ,~. ~ .~ .v +~ ~ Gft~d3t~ '' ~ 1r tvFst your v,~a~. ~ FREETRAQES ~~L~~/~r ~;~ca Historical Prices SET DATE RANGE Get Historical Prices for: !~',? G _ `~? Daily Start Date: 1ul ' T ; 29 2008 Eg. ]an i, 2003 ~ Weekly End Date: ~ 1u1. • ;'_ 29 ~ !.2008 ~ `~~ Monthly ~~" ~ ~ ~~ ~~ ';% Dividends Only PRICES Date -29-Jul-08 ADVERTISEMENT Get Prices, ~~ Get the purc~asi~~'' First ~ Prev ~ Next ~ Last ~~ F~'~ti~c=r :ntllioils '' - ~ of busin~s_~~~ners Open High Low Close Volume Adt a~rcac~~~ hare.: Close` II 97.86 98.13 95.54 96:23 10,652,000 95.62 Close price adjusted for dividends and splits. First ~ Prev ~ Next ~ Last ^.,,tT- a 2 Download To Soreadsheet ~ he t;ald Card trop ~''.,~ncrican Lz~rctis t~I'~:N'" .:~ ' ,. . ru,,:~-,;- .w „~,- http://finance.yahoo.com/q/hp?s=SLB&a=06&b=29&c=2008&d=06&e=29&f=2008&g=d Page 1 of 2 ~~U~Ei @ ~ VZ: Historical Prices for VERIZON COMMON -Yahoo! Finance Yahoo! My Yahoo! Mail More Make Y! My Homepage New User? Sign Up Sign In Help 1/30/09 2:46 PM ~1 `, ~ ~ ~ }~, ~ ~ ~ Search ' WEB SEARCH Dow ~ 1.30°/a Nasdaq +'~ 1.30% Friday, January 30, 2009, 2:45PM ET - U.S. Markets close in 1 hour and 15 minutes. Gib OUOTES Finance Search Verizon Communications Inc. ~VZ) At 2:30PM Ef: `29.96 10.27 (0.89%) _, .. ~. i~P , ;. ~ ~ ~ ~~ c ~ ~~eEr~uale #ilk!! ~ ~' Irt~rss# your w~jr. Troda ~ FREE TRADES ~/~i ~~IC~C ~_ e-'CgE.E 5ncurUfe~ lL[ _ _._..._._ Historical Prices SET DATE RANGE ADVERTISEMENT _ ~ Daily I Start Date: lui `' ~ 29 2008 , Eg. )an 1, 20 03 1-',' Weekly End Date: < Jul : ' : 29 ,: ' 2008' ' ~ Monthly ' .... __ '1 Dividends Only Get j Gee eh~ purchasing First ~ Prev ~ Next ~ Last I po«er milli~7ns PRlces ~ of 6usir~ess orcrners Adt ~ a~rcadv hark, Date Open High Low Close Volume Close* ! 1 29-Jul-08 33.79 34.42 33.69 34.13 15,601,100 33.10 ~"~"'-'~---~ Close price adjusted for dividends and splits. First ~ Prev ~ Next ~ Last 4 Download To Spreadsheet Get Historical Prices for: ! GO Tf1C Ci6i~ L.1Fd tTO:R P.:nuican Lzrress~~I'LN'" ~ ( . ,~, ~.;i F~~-,r ~. ~~~~~~;~ http://finance.yahoo.com/q/hp?s=VZ&a=06&b=29&c=2008&d=06&e=29&f=2008&g=d Page 1 of 2 ~~~ ~~'~' THE February 19, 2009 Frey & Tiley Attorneys-At-Law Attention: Mr. Stephen Tiley 5 South Hanover Street Carlisle, PA 17013 A__LLI_ANCE DEVELOPMENT FUND, INC. RE: Estate of Virginia Taylor SSN: 156-01-5501 Dear Mr. Tiley: Thank you for your recent letter and documentation of Virginia Taylor's demise. In researching the permanent record, the only thing that we noted was that CD 12753, dated November of 1983, was designated as a Gift-over to the Clark Alliance Church in Clark, New Jersey. The certificate was to help reduce the principal of their loan with ADF. We realize that the Will may have stated different intentions for this CD. Thus, we leave the specified instructions of the CD for distribution up to you. If you need any further information, please let me know. The following information is the date of death value of each account that you had requested: Account #38015501 $ 2,136.19 CD 10189 CD 12753 CD 12754. CD 12755 CD 12756 CD 15700 CD 18267 $ 5,017.72 $ 2,508.05 $ 1,028.22 $ 6,522.51 $10,042.29 $10,032.22 $10,042.29 EnClc~5ed i5 w Check fC•r the total balar'~C2 of aii aCCOliiit~, 05 well as uocu~~ e;,tation of eaCil aCCOtlilt il~tCd. If you need further assistance, do not hesitate to contact me. Sincerely, `i~~~~~y" ~ ~tJ Maxine Dale-Jackson Investment Services Relations Coordinator The Alliance Development Fund, Inc. Toll Free Number: 1-888-878-3060 Direct Number: 1-719-268-2232 /md-j Enclosures A S U P P O R T I N G O R G A N I Z A T I O N O F THE CHRISTIAN AND MISSIONARY A L L I A N C E P. O. Box 63419, Colorado Springs, CO 80962-3419 Web Site www.adf-inc.com ~~ Main 719.268.2250 FAX 719.268.2259 Toll Free 888.878.3060 E-mail adf@adf-inc.com Sovereign Bank ESTATE OF Virginia Taylor SOCIAL SECURITY #: 156-O1-5501 DATE OF DEATH: July 29, 2008 Account #: 2891050061 Type: Checking Open date: 1/18/2005 In the name of: Virginia Taylor, Duane Verna Green POA Date of Death Balance: $4,600.89 Int.(YTD) from 1/1/2008 to 7/26/2008 $1.86 Accrued interest to date of death: $0.02 Other Info: Account #: 2894020672 Type: Money Market Open date: 10/5/2000 In the name of: Virginia Taylor, Duane Verna Green POA Date of Death Balance: $17,243.50 Int.(YTD) from 1/1/2008 to 6/30/2008 $221.11 Accrued interest to date of death: $29.16 Other Info: Account #: 2895349823 Type: CD Open date: 4/2/2002 In the name of: Virginia Taylor, Duane Verna Green POA Date of Death Balance: $1,200.30 Int.(YTD) from 1/1/2008 to 7/2/2008 $27'79 Accrued interest to date of death: $2.18 Other Info: CD Open date: 7/15/2002 Account #: 2895364574 Type: In the name of: Virginia Taylor, Duane Verna Green POA Date of Death Balance: $3,876.14 Int.(YTD) from 1/1/2008 to 6/30/2008 $81.96 Accrued interest to date of death: $13.69 Other Info: Account #: 2895539035 Type: CD Open date: 8/10/2005 In the name of: Virginia Taylor, Duane Verna Green & Frank R Burrows Jr POA Date of Death Balance: $4,618.90 Int.(YTD) from 1/1/2008 to 7/10/2008 $127.89 Accrued interest to date of death: $7.50 Other Info: ~ .E~.q . 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