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HomeMy WebLinkAbout07-31-09J 1505607121 OB-05 REV-1500 Ex ( ) P OFFICIAL USE ONLY A DepaNnent of Revenue Burseu of IndNidual Taxes Coun C ty ode Year File Number PoBOx25osot INHERITANCE TAX RETURN Hartisbuld, PA 17128-0501 RESIDENT DECEDENT 2 1 0 8 1 1 1 6 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 0 3 3 0 9 8 6 5 3 1 1 0 3 2 0 0 8 1 0 1 9 1 9 1 9 Decedent's Last Name Suffix Decedent's First Name MI W E I S S A L F R E D V (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffer Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return 4. Limtted Estate ® 8. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Retum 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust 0 (Attach Copy of Trust) 10. Spousal PoveAy CredR (date of death between 12-31-91 and 1-1-95) CORRESPONDENT - THIS SECTgN MUST BE COMPLETED. ALL CORRESPONDENCE AND CONfIDENTIAL TAX INFORMATX)N SHOULD BE DIRECTED T0: Name Daytime Telephone Number S T E V E N W F A H N E S T O C K C P A 7 1 7 7 3 7 5 4 6 6 Finn Name (If Applicable) F A H N E S T O C K First line of address 1 5 1 3 C E D A R Sewnd line of address City or Poat Office C A M P H I L L Corespondent's a-mail address: 1505607121 & A S S O C I A T E S C L I F F D R I V E State ZIP Code P A 1 7 0 1 1 3. Remainder Return (date of death prior to 12-13-52) 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes 11. EleCion to tax under Sec. 9113(A) (Attach Sch. O) REGISTER OFypLLB USE ON~Xi ` ~1 O ~ .°o ' - Z1 <J;-cr c n ~~-r. r [>~~ -- cr'> X W (`~ ~ ~ ~ D F1LED N s raWm, induding accompanying schedules s then the personal repreaenia5ve is based on RETURN Side 1 1505607121 n~ i ~;~ :, ~_~..., ,.._.ry c . -, l -~ ,-7 `-3 rY J~~,/ d~ro PLEASE USE ORIGINAL FORM ONLY ~~ ~~~ ~~ ,o U 1505607221 REV-1500 EX Decedent's Social Secudty Number Decedents Neme: ALFRED V• WEISS 0 3 3 0 9 8 6 5 3 RECAPITULATION , ........................................ ,. Real estate (Schedule A) 1. 2. Stodca and Bonds (Schedule e) ................................ 2. .. 9 5 2 3 8 9. 4 2 3. Closely Held Corporetion, Partnerehip or Sole-Proprletorehip (Schedule C) ... .. 3. 4. Mortgages & Notes Receivable (Schedule D) ...... ................ .. 4. 4 6 • 1 3 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 5. 2 8 0 9 4 , 1 1 7. Inter-Vivoa Trensfere 6 Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested ..... .. 7. 8. Total Gross Assets (total Lines ,-7) ......................... .. 8. 9 8 0 5 2 9 , 6 6 9. Funerel Expanses & Administrative Coats (Schedule H) ................ 9. 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............ 10. , t. Total Deductions (total Linea 9 & 10) ........................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ......................... 12. 13. Cherheble and Governmental BequestalSec 9113 Trusts for which an ebction to tax has not been made (Schedule J) .................. 13. 14. Net Value SubJect to Tax (Line 12 minus Line 13) ........... ..... .. 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or trensfere under Sec. 9176 caxt.2>x.o _ o . 0 0 ,5. ,5. Amount of Line 74 taxable 9 5 9 6 8 0 2 0 at lineal refs x .045 . 16, ,7. Amount of Line 14 taxable 0 0 ~ at sibling rate X .12 . 17. 75. Amount of Line,4 taxable 0 0 0 at wlleteral refs X .,5 . t8, 19. Tax Due ................................................ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 2 0 8 4 9. 4 6 2 0 8 4 9. 4 6 9 5 9 6 8 0. 2 0 9 5 9 6 8 0. 2 0 0. 0 0 4 3 1 8 5. 6 1 0. 0 0 0. 0 0 4 3 1 8 5. 6 1 Side 2 L 1505607221 1505607221 J REV-1500 F~( Pepe 3 Decedent's Complete Address: DECEDENTS NAME ALFRED V. WEISS STREET ADDRESS 430 LA MESA DR CITY PORTOLA VALLEY STATE CA ZIP 94028 Tax Payments and Credits: 1. Tax Due (Page 2 Llne 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresflPenally If applicable D. Interest E. Penalty File Number 21 OS 1116 (1) 43,185.61 40, 000.00 2,105.20 TotalCredits(A+B+C) (2) 42,105.20 Total InteresUPenalty (D+E) (3) 0.00 I(Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Page 2, Line 20 to roqueat a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (4) 0.00 (5) 1,080.41 (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 1,080.41 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 transfemed or its income : ......................... ...... ^ c. retain a reversionary Interest; or .......................................................................................... ...... ^ d. receive the promise for life of either payments, benefits or rare? ................................................. ...... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate censiderafion7 ................................................................................. ...... ^ 3. Did decedent own an "intrust for w payable upon death bank account or security at his or her death? ... ...... © ^ 4. Did decedent own an Individual Refirement Arx;ount, annuity, or other non-probate property which contains a benefdary designationl ............................................................................................ ...... ^ 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) peroent [/2 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (O) percent [72 P.S. §9116 (a) (1.1) (ii)j. 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 M the surviving spouse is the only benefciary. 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-0ne 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 p2 P.S. §9116(a)(1.2)I. The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiades 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. REV•1503 EX + (6-66) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERRANCETAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ALFRED V. WEISS 21 08 1116 All property Johltlycwned vMh dpM of survWOnhlp must be dhehsed on Scheduh F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. T. ROWE PRICE ACCOUNT NUMBER 521865119-4, 8,523.223 SHARES EQUITY 221,433.33 INDEX 500, DOD VALUE $25.98 PER SHARE 2. T. ROWE PRICE ACCOUNT NUMBER 200732148-9, 12,544.664 SHARES NEW ERA, DOD VALUE $33.57 PER SHARE 3. T. ROWE PRICE ACCOUNT NUMBER 400302545-7, 33,208.116 SHARES TAX-FREE YIGH YIELD, DOD VALUE $9.33 PER SHARE TOTAL (Also enter on line 2, E 421,124.37 309,831.72 (If more space is needed, Insert addltlonal sheets of the same size) REV•7508 EX+ (8-9e) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ALFRED V. WEISS 21 OS 1116 Indude the pproceeds of Iitlpatbn and the data the proceeds were receNed by the estate. All orooaM blrrtlwowned vAlh daM of survNom Ill s muN M dbebsad on &hedub F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. INSURANCE REFUND FROM DELTA DENTAL 26.95 2. REFUND FROM VERIZON 19.18 TOTAL (Also enter on line 5, Recapitulation) ~ S (If more space b needed, Insert eddidonal sheeb of the same size) REV-1509 EX+ (8-98) 8CHEDULEF COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN ALFRED V. WEISS 21 08 1116 H an asset was made Joint whhin one year of the decedent's dale of death, h must M repoMd on Schedule G. ADDRESS SURVNING JOINT TENANT(S) NAME A. VALLEY CA 94028-7413 DECEDENT s WLODZIMIEL WEISS IC/O VIRGINIA EVANS BROTHER 430 LA MESA DR PORTOLA VALLEY CA 94028-7413 JOINTLY•OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANGAL INSTITUTION AND BANK ACCOUNT NUMBER CR SIMILAR IDENTIFYINGNUMBER ATTAGi DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DEGYS INTEREST DATE OF DEATH VALUE OF DECEDENTSINTERESI 1. e. 2004 T. ROWE PRICE ACCOUNT NUMBER 522600736-1 205,500.30 0. 0.00 22,025.756 SH TAX-FREE HIGH YIELD 'SEE SCHEDULE 1 (FOLLOWING PAGE) 2. A. 2004 PSECU ACCOUNT NUMBER 0033098653 13,388.85 50. 6,694.43 INCLUDES ACCRUED INTEREST OF $1.31 3. A. 2004 PNC BANK ACCOUNT NUMBER 5140193687 42,799.35 50. 21,399.68 INCLUDES ACCRUED INTEREST OF $5.03 TOTAL (Also enter on line 6, Recapitulation) I S 28, 094.11 (M more apace b needed, insert eddlUonal sheets of the same size) ESTATE OF ALFRED V. WIESS SCHEDULEI T. ROWE PRICE ACCOUNT NUMBER 522600736-1 IS LISTED AS A JOINT ACCOUNT CONTAINING ATAX-FREE HIGH YIELD MUTUAL FUND VALUED AT $205,500.30 ON THE DATE OF DEATH. THIS ACCOUNT IS ACTUALLY OWNED BY THE DECEDENTS BROTHER, WLODZIMIEL WEISS. IN 2007, ALFRED WEISS WAS ADDED TO THE ACCOUNT AS HAVING THE AUTHORITY TO SIGN CHECKS, AS WLODZIMIEL WEISS WAS IN POOR HEALTH AND WAS UNABLE TO PAY HIS BILLS. ALFRED WEISS WAS NEVER INTENDED TO BE AN OWNER OF THE ACCOUNT AND WAS SIMPLY ADDED SO THAT HE COULD HANDLE THE FINANCIAL AFFAIRS OF HIS BROTHER. ACCORDINGLY, WE HAVE NOT INCLUDED THIS AS A TAXABLE ASSET. REV-1511 EX+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ALFRED V. WEISS 21 OS 1116 Debts of decedent must be roported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARTHEMORE FUNERAL HOME 9,008.42 B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representathe (s) Street Address City Year(s) Commlasbn Paid: State Zip p, Attorney Fees 3. Family Exemption: (If decedents address b not Ne same as deimanCs, attach explanation) Claimant Street Address City Stele Relatlonship of Claimant m Decedent 4. Probate Fees REGISTER OF WILLS 5 AccountanYsFees STEVEN W FAHNESTOCK, CPA 6. ~ TaxRetumPreparefsFees STEVEN W. FAHNESTOCK, CPA 7. TRAVEL EXPENSES (EXECUTOR) 8. ANGELS ON CALL MEDICAL CARE 9. LOYALTON NURSING HOME 10. WEST SHORE EMERGENCY SERVICES (AMBULANCE) 11. OMNICARE PHARMACY SERVICES 160.00 1,850.00 290.00 2,889.72 5,442.00 1, 024.99 122.24 62.09 TOTAL (Also enter on Iine 9, Recapitulation) I S Zip (If more apace b needed, Insert edditlonal REV-1513 EX a (&00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERRANCE TAX RETURN ESTATE OF FILE NUMBER ALFRED V. WEISS 21 08 1116 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Truhee(a) OF ESTATE I TAXABLE DISTRIBUTIONS (Indude o ht spousal dbtrlbutlons, and transfers under Sec. 9716 (a (7.2)] 1. VIRGINIA W EVANS Lineal 959,680.20 430 LA MESA DR PORTOLA VALLEY CA 94028 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (If more space is needed, insen addi8onal sheets of fhe same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: 40.000.00 Discount: 2.105.20 Interest Table Year Days Delinquent thht time period Balance Due this year Interest this period Before 1881 1982 1883 1984 1985 1988 1987 1888 throw h 1991 1982 1893 throw h 1984 1885 throw h 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2008 TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: LAST WILL AND TESTAMENT OF ALFRED VITOLD WEISS I, ALFRED VITOLD WEISS, a resident of the Commonwealth of Pennsylvania, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. I am retired from the military service of the United Stales. FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my estate, and all estate, inheritance and similaz taxes payable with respect to property included in my estate, whether or not passing under this will, and any interest or penalties thereon, shall be paid out of my residuazy estate, without apportionment and with no right of reimbursement from any recipient of any such property. SECOND: I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever located, that I own or [o which I shall be in any manner entitled a[ the time of my death {collectively referred to as my "residuary estate"), as follows: (a) If my daughter, VIRGINIA WEISS EVANS, survives me, to my daughter, or if she does not survive me to my granddaughter, LAURA HOPE EVANS, and any then living issue of my daughter, VIRGINIA WEISS EVANS, per stiroes. (b) If no issue of mine survives me, my residuary estate shall be paid and distributed to my Bon- in-law, PHILIP C. EVANS, if he shall survive me. (c) If none of the beneficiaries described in clauses (a) and (b) above shall survive me, then I give my residuazy estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of [he Commonwealthof Pennsylvania. THLRD: If any property of my estate vests in absolute ownership in a minor or incompetent, my Executor, at any time and without court authorization, may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of Che beneficiary, or to a custodian for the beneficiary under any gifts to minors or transfers [o minors act, or [o the person or persons with whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full dischazge of my Executor from any liability with respect thereto, even though my Execuror may be such person. If such beneficiary is a minor, my Executor may defer [he distribution of the whole or any part of such property until the beneficiary attains the age of twenty-one (21) years, and may hold the same as a separate fund for [he beneficiary with all of the powers described in Article FIFTH hereof. If the ben- eficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. FOURTH: I appoint my daughter, VIRGINIA WEISS EVANS, to be my Executor. If my daughter, VIRGINIA WEISS EVANS shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint my son-in-law, PHILIP C. EVANS as my Executor. I direct that no Executor shall be required to file or furnish any bond, surety or other security in any jurisdiction. FIFTH: I grant to my Executor al] powers conferred on executors under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon executors wherever my Executor may act. I also grant to my Executor power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money and encumber or pledge any property to secure loans; to pay any legacy or distribute, divide or partition property in cash or in kind, or partly in kind, and to allocate different kinds of property, . i.L~~...,i , ivy[:,',. disproportionate amounts of property and undivided interests in property among any parts, funds or shares, and to determine the fair valuation of the property so allocated, with or without regard to tax basis; to determine what property shall receive basis increases pursuant to Section 1022(b) and (c) of the Internal Revenue Code and [he amount of such increases and to make such determinations without regazd to any duty of impartiality as between different beneficiaries; to exercise all powers of an absolute owner of property; to compromise and release claims with or without consideration; and to employ attorneys, accountants and other persons for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, execuuix or administrator in office fiom time to time. SIXTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me unless such beneficiazy survives me by more than thirty days. SEVENTH: I have served in the Armed Forces of the United States. I therefore request that my Executor make appropriate inquiries to ascertain whether there aze any benefits to which T, my dependents or my heirs may be entitled by virtue of any military affiliation. I specifically request that my Executor consult with a retired affairs officer at the nearest miliiaty installation, the Department of Veterans Affairs, and the Social Security Administration. This document was prepared under the authority of 10 U.S.C. § 1044 and implementing military regulations and instructions, by Captain Victoria Ko, U.S. Army, who is licensed to practice law in the State of New York. IN WITNESS WHEREOF, I, ALFR~,L~ VITOLD WEISS, sign my name and publish and declare this instrument as my last will and testament this i day of February, 2005. ALFRED VITOLD WEISS The foregoing instrument was signed, published and declared by ALFRED VITOLD WEISS, the above-named Testator, to be his last will and testament in our presence, all being present at the same time, and we, a[ his request and in his presence and in [he presence of each other, have subscribed our names as witnesses on the date above written. L2 ~- ~a S/1 !4~ 11t27< ,. f av~~ A S,,~t,~,, having an address at .rsy1,~ 9 70/'~~ having an address Iat I n p ~,{~'4 f r ' > U``~ ~Jt1 1~11D 2 ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND, ss. We, the Testator and the witnesses, whose names are signed to the attached or foregoing insVUment, being first duly sworn, do hereby declare to the undersigned authority that the Testator, ALFRED VITOLD WEISS, signed and executed said instrument as his last will and testament in the presence and heazing of the witnesses, and that he had signed willingly, and that he executed it as his free and voluntary act and deed for the purposes therein expressed, and that each of the witnesses t{Cthe request of the Testator, in the presence and hearing of the Testator and each other, signed the will as witness, and that to the best of his or her knowledge the Testator was at the time at least eighteen years of age or emancipated, of sound mind and under no constraint, duress, fraud or undue influence. ALFRED VITOLD WEISS Testator print:' lfSA ° v Witness print: (~o~7 Hs A S,-, afar Witness Subscribed, sworn to and acknowledged before me by the saidFRED VITOLD WEISS, Testator, and subscribed and sworn to before me by the above-n med witnesses, this day of Februazy, 2005. ?E. No' ry Public _ My commission expires on ~~tM ~~ ~~J Notarial Seal Betty S. Kistlu, Notary Public Carlisle Boro, CumberlanA County My Commission Bzpires May I4, 2005 °iA9mbaL P2nnsvNaria assnciafi^n nt NnMros T. ROWE PRICE SERVICES, INC. WWW.TROWEPRICE.COM P.O. Box 17302 Baltimore, Maryland 21297-1302 4515 Painters Mill Road Owings Mills, Maryland 21117-4903 January 28, 2009 Steven W Fahnestock CPA 1513 Cedar Cliff Drive Camp Hill PA 17011 Subject: Account hiformation Estate of Alfred V. Weiss Dear Mr. Fahnestock: Thank you for contacting T. Rowe Price about the fund accounts held by the late Alfred V. Weiss. The balances as of November 3, 2008, were as follows: Fund Account Account Balance Shares Price Per Accrued Name Number T e Share Dividends Equity 521865119- Transfer on $221,433.33 8,523.223 $25.98 n/a Index 500 4 Death New Era 200732148- Transfer on $421,124.37 12,544.664 $33.57 n/a 9 Death Tax-Free 400302545- Transfer on $309,831.72 33,208.116 $9.33 $51.81 Hi h Yield 7 Death Tax-Free 522600736- Joint $205,500.30 22,025.756 $9.33 $34.36 Hi h Yield 1 Tenant The accrued dividends are not included in the balances above and were posted to the respective accounts on November 28, 2008. If you have any questions regarding this correspondence, please call a telephone services representative at 1-800-225-5132. Representatives are available Monday through Friday from 7 a.m. to 12 a.m. and Saturday and Sunday from 8:30 a.m. to 5 p.m. eastern time. Sincerely, Shelley Back T.R~waePJrk~:e INVEST WITH CONFIDENCE Senior Account Services Representative Correspondence Number: 01489605 T.RoweP~iae INVEST WITH CONFIO ENCE PSEC~k STEVEN W.FAHNESTOCK 1513 CEDAR CLIFF DR CAMP HILL, PA 17011 Dear MR. FAHNESTOCK: February 12, 2009 Account # 0033XXXXXX The following is the status of A. V. WEISS's account with PSECU as of the date of death. Joint Owner's Name VIRGINIA WEISS EVANS -ADDED 03.08.2004 AS JOINT' TENANT W/ROS Date of Death 11.03.2008 Date of Birth 10.19.1919 Share Description Open date Balance Accrued Dividend S O1 Regular Shares 02.15.1971 $ 13.23 $0.00 S 04 Checking 02.15.1971 2,874.56 0.04 S 07 Money Mazket 07.08.2002 10,499.75 1.27 Loan Description Open Date Balance Accrued Interest L OI PSL Loan 03.12.1981 $ 0.00 $0.00 L 09 VISA 09.29.1988 0.00 0.00 The dividend earned from January 1, 2008 through the date of death was $233.83. We do not have safe deposit boxes For our members. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, C'" Iv Meacie Fairfax Member Service Representative Finance Support Unit Pennsylvania Stare Employees Credit Union ~: Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 • 717 234.8484 • 800.237.7328 (• _ Mailing Address PO. Boz 67013 Harrisburg PA.17106-7013 • .717.777.2100 (TDD) • 800.472.1967 (TDD) :., `--" This credit onion is federolly msuredby the Nahonol Credit Union Administrohon. Equal Opportunity lender www.psecu.com feb. 2. 2~~114 l~ 4;aM r rNis'~~ ' ~-7ii-?i„ P111C I.EADINO THE WAY February 2, 2009 Steven W Fahnestock 1513 Cedar Cliff Dr Camp Hill, PA 17011 RE: Alfred V Weiss SSN: 033-09-8653 DOA: 1 I-03-2008 Dear Mr. Fahnestock: ,~ ,.. , ~:;~ In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checking Account Account# 5140193637 Established: 03-OS-2004 LT COL ALFRED V WEISS VIRGINFA WEISS EVANS DOD balance; $ 42,794.32 + 5.03 accrued interest Piease note that this office provides date of death balances fur deposit accounts (IRAs, CDs, Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call I-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC Page 1 of 1 ~~~~ A Family Tradition Of Caring' _~ ,w._... ~ =~~. THEMORE Funeral Home & Cremation. Services, Inc. Mrs. Virginia Weiss Evans 430 La Mesa Drive Portola Valley, CA94028-7413 1303 Bridge Street P.O. Box 431 New Cumberland, PA 17070 (717) 774-7721 (Fax) 774-5546 www:partliemore.com Gilbert W. Parthemore, Founder Gilbert J. Parthemore, Supervisor Stephen K. Parthemore, CFSP Bntce R. Parthemore, Pre-Need Coordinator, CPC Professioita] Memberships: NFDA•PFDA DCFDA•CCFDA ix~,iou,Mwo.m y+x~ Gc~s l~~N The Ride Ynu Knorr+, The People )'bu Trim i ~+ ~?, =- For the service of Alfred V. Weiss 11/6/2008 We sincen:lyappreciate the confidence you have placed in usand will continue to assist you in every way we can. Please feel free to contact us if you have any questions inregazd to this statement. The following is an itemized statement of the services, facilities, automotive equipmenf and merchandise that you selected when making the funeral arrangements. Terms Due Date Account# Net 30 12/6/2008 2008101.0 Description ~ Amount SERVICES & MERCHANDISE Traditional Funeral Service - 5,595:00 18 Gauge Steel Blue Casket 2,650.00 Total Services and.Merchandise 8,245.00 CASHADVANCEITEMS Death Notice, Harrisburg Patriot 238.32 ISCert~ed Copies of Death Ger[ificate. ~ 90.00 Transportation, 100 Additional Miles @ $1.50/Mile 150.00 ClergyHonorarium 150.00 Clergy Honorazium at Arlington National Cemetery 100.00 Flowers 200.00 Total Cash Advances 928.32 Immediate Pay Discount -Thank youl - -164.90 1n /~ LL~~O~,~~ 11, ~0 35 J~~~ Total $9,oog.a2 Payments/Credits $o.oo Balance Due $9,008.42 Ii 1 M 0 r o- N ^~ IY ~; ~~ ,gds _ ag• F & R ~ v~ 1 €;~~~ a@= ,.;~ ~~~_ ~ i ~~~ ~~~ ~• F ti ~ ~ ~ a a= ~~ ~~~ ~~~ ~x E~~ ~ ~ ~ ~ ~ ~~ ~~ ~g ~: ~ a~ >a ~p s~ 0 7 5E 'u5~ S LS `~~ ''SB Sy 3~2 ~~~ ~P~S 77j ^ ^ ^ ~, o IL s p~ga I E ~€~ o Il 9~~g~ ~ a =$~8~ e ~~ ~~ e Q=C ,~ ^ s~ - 9g~ ~'~ i I ~~€a ~~ 4 L e ~Y^ 1 1 s" Pos~ g8 ova { ~~_~~~ z ,ti ^ . o: ~s ~~ ~' ~~o ~W 1 ^~ ~ WW1 t/ ~ SY ti -a ~' V C 11 O O ~I S `~ t- 4 ~j =. 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