HomeMy WebLinkAbout05-03-10 (2)
.,
J 15056D7121
REV-1500 EX
06
(
-05)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes
PO BOX 28o6D1 County Code Year File Number
INHERITANCE TAX RETURN
Harrisbu , PA 17128-0601 RESIDENT DECEDENT 2 1 0 9 0 7 2 8
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
5 0 5 1 8 6 0 3 0 0 5 0 8 2 0 0 9 0 1 1 2 1 9 1 9
Decedent's Last Name Suffix Decedent's First Name
R E D MI
D O R O T H E A E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Q 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
4. Limited Estate ~ prior to 12-13-82)
4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
O
6. Decedent Died Testate ~ death after 12-12-82)
7. Decedent Maintained a Living Trust ~
(Attach Copy of Will)
9
Liti
ation P
d 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
.
g
rocee
s Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec
9113(A)
b
.
etween 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOUL
N
ame D BE DIRECTED T0:
Daytime Telephone Number
B E N J A M I N J B U T L E R 7 1 7 2 3 6 ~;4 8 5
Firm Name (If Applicable) C~ -~
B U T L E R L A W F I R M
First line of address
5 0 0 N T H I R D
Second line of address
P O B O X 1 0 0 4
City or Post Office
H A R R I S B U R G
S T R E E T
State ZIP Code
P A 1 7 1 0 8
;~ ~ WILLS U~ONLY~?? ~~
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/~~ W . x Y 1..-
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DATE FILED ~
Correspondent's a-mail address:LAWYERS(cJBUTLERLAWFIRM COM
Under penalties of perjury, I declare that I have exam) d this return, including accompanying schedules and statements, and to the best of my knowledge and
it is true, correct and complete. Declara 'on repay other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON P FO FILING RETURN
~ ~~ .DATE
i
ADDRESS
316 SAMPLE BR ROA MECHANICSBURG PA 17050
SIGNATURE OF PREPAR OT N P ATIVE
nnnooce ~ ~ ~~ (~ DATE
0 N THIRD STREET, PO BOX 1004 HARRISBURG PA 1710
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505607121 1505607121
J~
J
1505607221
REV-1500 EX
Decedent's Name: D O R O T H E A E• RED
Decedent's Social Security Number
5 0 5 1 8 6 0 3
0
RECAPITULATION
1. Real estate (Schedule A) .................................... .... 1.
2. Stocks and Bonds (Schedule B) ...................... . .. . . . . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .... 3.
4. Mortgages & Notes Receivable (Schedule D) .................... .... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ... .... 5. 1 7 5 9 1 , 0 0
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ... .... 6. 1 8 6 7 , 3 6
7. Inter-Vivos Transfers & Miscellaneous Nip-Probate Property
(Schedule G) u Separate Billing Requested ... .... 7. 3 1 9 1 1 3, 5 2
8. Total Gross Assets (total Lines 1-7) ....................... .... 6. 3 3 8 5 7 1, 8 8
9. Funeral Expenses & Administrative Costs (Schedule H) ................ 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10.
11. Total Deductions (total Lines 9 & 10) ........................... 11.
12. Net Value of Estate(LineBminusLinell) ,,,,,,,,,,,,,,,,
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an electlon to tax has not been made (Schedule J) . . .......
14. Net Value Subject to lax (Line 12 minus Line 13) , ,, , , , , , , ,,,,,,
......
, , , , , , , 12.
... 13.
, , , 14.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
Vansfers under Sec. 9116
(a)(1.2)X.0 _ ~ . 0 0 15.
16. Amount of Line 14 taxable
at lineal rate x .045 3 2 8 8 4 0. 6 2 16.
17. Amount of Line 14 taxable
at sibling rate X .12 ~ ~ ~ 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 ~ 18
19. Tax Due ................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
9 7. 0 8, 2 6
2 3, 0 0
9 7 3 1, 2 6
3 2 8 8 4 0. 6 2
3 2 8 8 4 0, 6 2
o. 0 0
1 4 7 9 7. 8 3
o. 0 0
~. 0 0
1 4 7 9 7. 8 3
Side 2 ',
1505607221 1505607221
REV-1500 Ex Paga 3
Deceiient's Complete Address:
File Number
21 09 0728
DECEDENTS NAME
DOROTHEA E. RED
STREET ADDRESS
316 SAMPLE BRIDGE ROAD
CITY STATE ZIP
MECHANICSBURG PA 17050
Tax Payments and Credits:
t ~ Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments 14,000.00
C. Discount 736.82
3. InteresUPenaity if applicable
D. Interest
E. Penalty
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.
(1) 14,797.83
Total Credits (A + B +C) (2) 14 736.82
Total InteresUPenaity (D + E) (3) 0.00
14) 0.00
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 fax due.
B. Enter the total of Line 5 +5A. This is the BALANCE DUE.
(5)
(5A)
(56)
61.01
61.0
Make Check Payable to: REGISTER OF W/LLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPRQPRIATE 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 ................................................................................................
d. receive the promise for life of either payments, benefits or care? ....................................................... ^X
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 'intrust for" or payable upon death bank account or secudty 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? .................................................................................................. 0 ^
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 pf 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 i$ zero (0) percent
(72 P.S. §9116 (a} (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a lax 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-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 (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 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)]~ A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
IN RESIDENT OECEDENTRN PERSONAL PROPERTY ',
ESTATE OF FILE NUMBER
DOROTHEA E. RED 21 pq n79R',
Indude the proceeds of litigatan 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. 2009 1040 -Refund ' 2,319.00
2. 2009 PA-40 -Refund 12.00
3. Erie Insurance Group -Refund 159.00
4. 1/2 value of 2007 Mini Cooper S held as tenants in common with Dennis J. Red 15,101.00
value based on purchase price in February of 2009
I
TOTAL (Also enter on line 5, Recapitulatign) S 17 591.00
(lf more space is needed, insert additional sheets of the same size)
REV-1509 EX + (g_gg)
• SCHEDULEF
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
-- - -~ FILE NUMBER
DOROTHEA E. RED 21 09 0728'
It an asset was made joint within one year of the decedent's date of death, k must be reported on Schedulje G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
TO DECEDENT
A. DemTis J. Red 316 Sample Bridge Road
Mechanicsburg, PA 17050
JOINTLY-OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTRUTION AND BANKACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTERESI
t. A. 2000 Orrstown Bank -Checking Account No. 111000086 3
632
56 50
with accrued interest of $.04 ,
. . 1,816.28
2. A. 2000 PNC Bank -Checking Account No. 50-7007-0197 102
16 50
with accrued interest of $.O1 . . 51.08
TOTAL (Also enter on line 6, Recapitulation) I ;
1,867.36
(If more space is needed, insert addltanal sheets of the same s¢e)
roc v- i o i ~ ~n r ~O-e0)
. SCHEDULE G
INTER-VIVOS TRANSFERS &
COM NOHERTA CEOTAXRE URNANIA MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DOROTHEA E. RED 21 09 0728 '
This schedule must be completed and filed if the answer to any of questions t through 4 on the reverse side of the REV-1500 C VER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY
u+aooETx
NUMBER EwA~EaTxETr+pRSEEnEE.rneaaEtiAnoNSwrTOOECEOEnTANO
THE DATE OF TRANSFER ATTACIIp COP'/pr THE OEEO FOR REpI ESTATE. DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE
1.
RBC Wealth Management -IRA Account No. 350-61848 VALUE OF ASSET
6
735
29 INTEREST
100 (IFAPPl1CpSLE) VALUE
Beneficiaries: Dennis J. Red, Samuel A. Red 8c Sharon E. Wood (all lineal ,
.
) . 6,735.29
2. RBC Wealth Management - TOD Account No. 350-88298 300,277.23 100. 300
277
23
Beneficiaries: Dennis J. Red, Samuel A. Red & Sharon E. Wood (all lineal) ,
.
3. 1/2 interest in 2007 Mini Cooper S transferred to Dennis J. Red (lineal) 15,101.00 100. 3,000.00 12
101
00
within one year of decedent's date of death ,
.
value based on 1/2 of purchase price in February of 2009
TOTAL (Also enter on line 7 Recapitulation) I ' j 319 113 52
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RED
SCHEDULE H
FUNERAL EXPENSES 8r
ADMINISTRATIVE COSTS
FILE NU
21 09
Debts of decedent must be reported on Schedule I. ~I
ITEM
NUMBER DESCRIPTION AMOUNT
A• FUNERAL EXPENSES:
1. Funeral Reception 521.43
2~ St. Luke's Church -Memorial Service 500.00
3. Organist 100.00
4. Parthemore Funeral Home & Cremation Services, Inc. 1,918.83
B• ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Street Address
City State Zip
Year(s) Commission Paid:
p. Attorney Fees Butler Law Firm
3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation)
Claimant Dennis J. Red
Street Address 316 Sample BridPe Road
City Mechanicsburg State PA Zip 17050
Relationship of Claimant to Decedent Son
4• Probate Fees
5 Accountants Fees
6. Tax Return Preparers Fees 2009 1040 and 2009 PA-40
7. Cumberland County Register of Wills -Filing Fee
2,800.00
3,500.00
353.00
15.00
TOTAL (Also enter on line 9, Recapitulatiorj) I S
(If more space is needed, insert additional sheets of the same size)
708.26
REV-151'j EX + (12-03)
SCHEDULE 1
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
iNRESIDENTDECEDENTRN MORTGAGE LIABILITIES, 8c LIENS
ESTATE OF FILE NUMBER
DOROTHEA E. RED _ 21 09 07281
Report debts incurzed by the decedent prior to death which remained unpaid as of the date of death, including unrei bursed medical expenses.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1. Walgreen Pharmacy I 8.00
2. Crumay Parnes Associates III 15.00
TOTAL (Also enter on line 10,
(If more space is needed, insert additional sheets of the same size)
23.00
.:
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT ',
ESTATE OF FILE NUMBER
DOROTHEA E. RED 21 09 0728
RELATIONSHIP TO DECEDEN AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [ndude ouV'g ht spousal disVlbutions, and transfers under
Sec. 9116 (a) (1.2)]
1. Dennis J. Red Lineal 118,925.78
~ 16 Sample Bridge Road
Mechanicsburg, PA 17050
2. Sharon E. Wood Lineal 104,957.42
879 Saint Clair Street
Grosse Pointe, MI 48230
3. Samuel A. Red Lineal ~ 104,957.42
Hazle Street
Weston, PA 18256
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 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
i
1. I
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
!,
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHFFT i
(If more space is needed, insert additional sheets of the same size)
E X GRANTED TEMPLATE
Benjamin J. Butler
From: RV, Inheritance Tax Extension [RA-InheritanceTaxExt@state.pa.us]
Sent: Monday, January 25, 2010 2:53 PM
To: Benjamin J. Butler
Cc: 'gfarner@ccpa.net'
Subject: Dorothea Red, Est.
t'IEPARTMENI' iDt= REL~'t:NUE
The following message is tieing sent from an unmonitored account. Please do not reply.
Re: Estate of Dorothea Red
File Number 2109-0728
Dear Sir or Madam:
Page 1 of 1
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, ttie time for
filing the retum is extended for an additional period of six months. This extension will javoid the
imposition of a penalty for failure to make a timely return. However, it does not prevelht interest
from accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 08/08/10. Because Selction 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s)
will be granted that would exceed the maximum time permitted.
We now offer you the option to request your extension request via a-mail. Plea$e use the
following a-mail address: RA-InheritanceTaxExt state oa us. Please contact m~e with any
questions or concerns at 717-787-8327.
Sincerely,
Claudia Maffei, Supervisor
Document Processing Unit
Inheritance Tax Division
Please do not reply to this email. This mailbox is not monitored and you will not receive a response. For assistance,
visit us on the web at www.revenue.state.pa.us or call us at 717-787-8327
The information transmitted Is intended only for the person or entity to whom it is addressed and may comtain
confidential and/or privileged material. Any use of this information other than b the intended reci lent is rohibit
you receive this message in error, please send a reply e-mai to the sender and delete the material from ny and all
computers.
4/22/2010
COMMONMiEALTH a PENN6YLVAANA
DEP~IRTMEN7 OF REVENUE
BR7REAU DF INDIVIDUAL TAXES
DEPT. 260007
HARRISBURG, PA 77726-0801
;ECEIVED FROM:
'`
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. C'D 011573
RED KAREN
316 SAMPLE BRIpE ROAD
MECHANICSBURG, PA` 17050
--- .~„
ESTATE INFORMATION: SSM: 5o~r18-6030
FILE NUMBER: 2109-0728
DECEDENT NAME: RED DQROTHEA ELLEN
DATE OF PAYMENT: 08/05/2009
POSTMARK DATE: 08/0512009
couNTY: GUMBERLAND
DATE OF DEATH: 05/08/2009
REMARKS: KAREN RED
CHECK# 2335
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ ~'i 4,000.00
REV-1782 EX(71.98)
TOTAL AMOUNT PAID:
INITIALS: WZ
RECEIVED BY:
$14,000.00
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
DENNIS J. RED
KAREN 5. RED
31fi SAMPLE BRIDGE ROAD
M£CHANfCSgURG, PA 17050
rnvroTxe
Q1tRSTD1NNBANK
wnarn..~
"~'~~~~~~ 2335
11100008/
DATE ~Y{
eo _ pp ,.
DOLLARS LU ~
x;03131503&~. 111 000084e' 2335 ~ __
{TYPE OR PRMi'n Certlifcata
__
7
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within
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Ute purchaser is a eeyistered deede~' ttotdfi the vetdcte tw resale.
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Date 5/15/09 Page 4
Primary Account 111000086
Enclosures
Dorothea E .Red
~~ DR Dennis J Red '~
= 316 Sample Bridge Road
Mechanicsburg PA 17050
50+ Interest Checking 111000086 (Continued)
Dafly Balance Informatioa
Date Balance Date Balance Date Balance
4/16 5,415.12 4/29 4,857.80 5/07 3,302.52
4/37 5,404.74 4/30 4,820.25 5/13 9,302.52
4/20 5,324.47 5/O1 5,051.99 5/17 9,302.56
4/27 4,986.06 5/04 3,060.52
4/28 4,911.06 5/06 3,052.52
Interest Rate Summary ~ - '-
4/15 D.O10000#
THADTK YOII FOR BANKING WITH ORRSTOWN BANK
+ ~' 33p ever~,r~~ r
3632_ SZ
t ~~~
QC~fued ,i-;
3~3 2.s6
riority 50 Phis Account Statement ~
r~ r~ -
For tiro period 05/1512009 40 08117/2009
DOROTNEA E RED
DR DENNIS J RED
316 SAMPLE BRIDGE RD
MECNANICSSUR6 PA 17050-1631
PNCBAIVK
Primary account number. 50-7007-0197
Page 1 of 1
Number of endosures:0
For 24hour banking, and transaction or
interest rate information, sign onto
'a PNC @ank Onl+ne Banking at pn¢oom.
For customer service tail 1-888-pNC-B,gNK
between the hours of 6 AM and Midnight ET.
Para serviao an espafiol,1-B66-HO(,q_PNC
li8orisg) Pieria sootact us at 1-B88-PNC-@ANK
® Write to: Customer Service
PO Bax 609
Pittsburgh PA 75230-9738
® TDD tenninaL• 1-800-531-1648
Far hear7aig criaib only
IIC (irederal Depsaiit Lsarance CoveralTe) ~et'ertaed coverage has bees eztescled from 12/31/2009 to D
~ no0wnt~d ~ m~ 5250,000 n of the mciesaed coverage 8mough December3l, 2013. Deposiffi heid~F~DrIClmamledm~t
'all account oatego~ries except fas I1tAs~and~~1 t 014 the startdand amount wll return to 5100,000 per depoartor
amber of FDIC. dCOO~ arch wDl rema~ at $250,000 per depositor. PNC is s
..~..~.1 w.~ raps
~~t • Amt $ _
Dr Denrds J R
d
count number: 50.7007-0197 e
erdraft Protection Provided gy: I:oof'ao! ppC ~ ~atialsBaL 8wrdrott Prot ~ollaw
dsoa~a 51~
Please see the Activity Detail section for
Hpinning
belanoa ~O~ and checks and carer
dMr+dditlona ~~ additional information.
dadudlons
102.25
O1 balancel
.
.00 102.26
Avara~
y Charges
batanp and tws
102.26
tarsal ,Oo
Numtwr er da
s A As of Og117, a total of *~ in interest was
y
verage collected
~ Ear
l~~l In IManad Period balance terAPYE
..-. _. ...._..._.. tmerest pate paid this yaai
_
.___...__
~ this Period
95
0~
102.25 .OI
atlYity Dr•MS
aPoaks awe Olhar Adt>l9tiates
a y~,d pesrriptlon There was 1 Deposit or Other Addition
/16 Ai Interest Payment totaling *.81.
s~ Retests 9atai
~ ~'"« ~s Balarux
/15 102.25 07/16 102.26
vllege is an adt+~ebrre, get'flTnga Ioasr zm pay foritshouldaYbe
.
k'°~ r'iO~°'''i4~PnO0drr~~Pssrc~rnn vrcalll-800.762
1flDl
-
°rt8~e ~~+ are Ltatorlcttlly low. Stop by yo71r local brsmcIt to meet with a PNC M
t
or
gage Hume Mortgage Consultant fioday.
FORM95~lt-7006
s, 6. 2009 9:lOPM FIRST CHOICE REHABILATION
,-
' RQC Wealth Matta erne»t`
August 4, 2009
Dr. Dennis Red
316 Sample Bridge Rd.
Mechanicsburg, PA 17050
Re: The Estate of Dorothea lr, Red
Dr. Rcd;
No. 1889 P. 2
Renaissance Place
635 Morth 12th St, 2nd Fl
Lemoyne, PA 17043
Phone: 717.724.4200
Toll Free: 800.480.7497
Fax 7~7az4-4239
Please find below account balances and values* for Mrs, Red's 1RA and Regular
Investment aecoumts as of May 8, 2008.
IRA Account: #350-67848
Sha Stature Ht h Low Close
800,887 USOBX S 8,41 S 8.41 3 8.41
Regular Account: #350-88288
.~P
=" ~e73 S. 2 q
Shares
348.1
1086
7 Sewn
Rase Prim M E g N
'Fund Hf h
S Q.87 ' Low
S d.97 Cbae
0.97 t/ t v E
337.6 6
.1
2
1000
b00
1000
500
1000 PNBAX
DCA ~
BML.O
COF.B
C.Q
FTB
A
1.7 S•'
I. 3
. 9 9S
3• 3
o S
S 11.09
S 1.80
18.00
S: 19.00
' S ~14.b0
•
4 11.09
1:70
$ 18.74
S. 1696
S 12.7
' ~ S 11.09
1.73
S 18.00
•• 18,16 ~ .
~ .13.4 I Z 03'f . S
S o . 0 0
8 b S S. 0 0
7 , o
~ 8 ~ s'. 0 0
1000
1000 .
GOODO
INZ .
.3 9S
7 $
16.3
S 12.49 13.82
S 12,30 •• S 16.01
12.49 1 So S'O. op
i2 3 9 s , o0
300
1000
600
8381.91
ONE.W
RBS,F ~
SOV.B
EXPNX
22. 3SS
IL~µS
~. l7 14.78
23.10
g 12.10
20.60
$ 9.91 13.78
21.81
$ 11.39
S 19.8b ~
9.91 S 14.68
22.80
S 12.10
S 20.32
9.91. - 4 a.7o . 0 0
(. -7 0 6 S D
~yS. pp
9 ~ o Y 7 • Sp
`6 , 0 4
RBC Wealth Msns~nent, ~ dhdslon of RBC Capital Markets Cotpotatlsn, Membv NYSE/RMM/SIPC
a. 6. 2009 9.10PM
~•
FIRST CHOICE REHABILATION
,.
Regular Account: #350-88298 (continued)
No, 1889 P, 3
Shares 5 N H(h Low Close VA G ~E
2888.224 X $ 15.82 S 15.62 S 16.62 4 S , ~I y , ,
2397'.648
3867.138 KT
AM X 7.32
3 13.03 7.32
S 13.03 7.32
S 13.03 I'7 a S
50 . ~, ~ A . s I
3773.777 QVCIX 11.88 11.88 11.86 '~ ~ o o z . ~ y
1413.808 FRE S 8.23 S 8.23 S 8.23 I I, 3 3. 9 q
2714.111 PCRiAX $ 6.93 S 8.93 3 8.93 ! g , s o ~ . 7 9
CAs H
Margin Balance:
corgi uy,
~ i~
Stepben E Trask
Senior'Viee President
Financial Consultant
SET/set
(384,038.36)
.~ 6 ,eon . oP
300, 2?~ 2 3
* The material presented above has been obtained fiom sources wa believe to be reliable
and: is current as ~of (date), It is •not guaranteed as 14 accuracy and 'does not purport to be
complete. Securities are subject to availability. Prices and yields may very due to market
fluctuations.