HomeMy WebLinkAbout01-21-11.-~ REV-1500 E"(01-10) 1505610143
PA Department of Revenue OFFICIAL USE ONLY
pennsylvania county code veer File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
Po Box.2soso~ INHERITANCE TAX RETURN 21 10 0 0 3 8 8
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
161 34 4603 03 29 2010 10 24 1919
Decedent's Last Name
SHUGHART
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix Detedent's First Name MI
MARGARET R
Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL INAPPROPRIATE OVALS BELOW
® 1. Original Retum ^ 2. Supplemental Return ^ 3. Remainder Retum (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Retum Required
(date of death attar 12-12-82)
® g, Decedent Died Testate ^ ~ Decedent Maintained a Living Trust 0 6. Total Number Of Safe De Osi
(Attach Copy of Wiil) (Attach Copy of Trust) p t BOxe3
^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credo (date of death 11. Election to tax under Sec. 9113 A
between 12-31-91 and i-t-95) ^ ( >
(Attach Sch. 0)
CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
HAMILTON C DAVIS 717 532 5713
First line of address
20 EAST BURD STREET
Second line of address
SUITE 6
City or Post Office State ZIP Code
SHIPPENSBURG PA 17257
REGISTER 014g1i1L~.S USE (jidLY
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DAT~FILED °'7
Correspondent'se-mail address: hdavis~Zullinger-Davis.com
Under penalties of perjury, I deGare that I have examined this return, including acxompanying schedules and statements, and to the best of my knowledge and belief,
it is, true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
~u.dc:~iV (:c, ~u.(w JUDITH ANN BAER / - JQ-z~ !~
ADDRESS
40 Strawberry Drive, Carlisle, PA 17013
SIGNATURE OF EPARER OTHE THAN REPRESENTATIVE DATE
~~,,, ~'' f~_ Hamilton C Davis ~ ,~ c~ ~ .LJ ~
ADDRESS
20 East Burd Street, Shippensburg, PA 17257
Side 1
1505610143 1505610143 J ` ,~
REV-1500 EX
1505610243
Decedent's Social Security Number
Decedent's Name: SHUGHART, MARGARET RUTH 161 34 4603
RECAPITULATION
1. Real Estate (Schedule A) .......................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................... 2. 2 0, 5 3 0. 9 4
3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C).......... 3.
4. Mortgages ~ Notes Receivable (Schedule D) .......................................................... 4.
5• Cash, Bank De osits & Miscellaneous Personal Pro e
p p rty (Schedule E) ................
5. 6 4 1 9 3 . 7 1
r
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............. 7. 5 9 5, 6 2 2. 8 8
8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 6 8 0, 3 4 7. 5 3
9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 1 1 , 7 6 9 . 8 7
10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule i) ................................ 10. 4 , 0 4 1 . 2 8
11. Total Deductions (total Lines 9 8 10) ...................................................................... 11, 15 , 8 1 1.15
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 6 6 4 , 5 3 6 . 3 8
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. 6 6 4 , 5 3 6 . 3 8
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 .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 6 6 4, 5 3 6. 3 8 16.
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.
29,904.14
29,904.14
Side 2
L 1505610243 1505610243
J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 10 - 00388
SHUGHART, MARGARET RUTH
STREET ADDRESS
770 South Hanover Street
CITY
Carlisle STATE
PA ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Total Credits (A + B)
Make Check Payable to: REGISTER OF WILLS, AGENT.
(1) 29,904.14
(2) 0.00
(3) 0.00
(4)
(5) 29,904.14
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 :.................................................................................. ^ a
b. retain the right to designate who shall use the property transferred or its income :.................................... ^
c. retain a reversionary interest; or .................................................................................................................. ^ ^x
d. receive the promise for life of either payments, benefits or care? .............................................................. ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................... ^ ^x
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... ^x ^
IF THE ANSWER TO ANY QF THE ABOVE QUESTIOMS IS YES, YOU MUST COIV)PLETE SCHEDULE G ANq FILE IT A~ PART OF THE RETURN. ,
For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent [72 P.S. §9196 (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 0 percent
p2 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 re urn 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 21 ears of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (y.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 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 12 percent [72 P.S. 69116 (a) (1.3)1. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, w ether y blood or adoption.
SCHEDULE B
~ STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
i
SHUGHART, MARGARET RUTH FILE NUMBER
ESTATE OF 21 - 10 - 00388
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM ~, DESCRIPTION j ~ VALUE AT DATE OF
NUMBER ~ i UNIT VALUE DEATH
i
1 Verizon Communications, Inc. 568 Shares of Common Stock ~ 29.02 16,483.36
2 'i AT&T, Inc. 60.824064 Shares of Reinvestment Stock j 25.27 ! 1,537.02
I
3 ~ Comcast 136 Shares of Reinvestment Stock ~ 18.46 ! 2,510.56
i
TOTAL (Also enter on line 2, Recapitulation) 20,530.94
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
°°"""""DNWEALTHDFPE"NSVLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN i
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF SHUGHART, MARGARET RUTH 21 - 10 - 00388
Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1 Sovereign Bank Checking Account, Account No. 2891033914 36,912.11
2 Comcast Dividend 28.16
3 Verizon Dividend 816.50
4 Frontier Communications Dividend 25.50
5 Sovereign Bank Certificate of Deposit, Account No. 2895335921 7,695.50
6 PNC Bank Certificate of Deposit, Account No. 00011020024901 12,855.30
7 Western National Annuity, Contract No. XV211433 -Premium Payout 1,054.95
8 Western National Annuity, Contract No. XP220601 -Premium Payout 339.44
9 Chapel Pointe Refund 3,800.00
10 2009 Personal Income Tax Refund 456.00
11 AARP Refund 210.25
I TOTAL (Also enter on Line 5, Recapitulation) I 64,193.71
COMMONWEALTH OF PENNSYLVANIA SCHEDULE G
INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS &
RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF SHUGHART, MARGARET RUTH FILE NUMBER
21 - 10 - 00388
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY ~
InGude the name of the transferee, their relationshi to decedent DATE OF DEATH DECDFS ~'~ EXCLUSION TAXABLE VALUE
NUMBER ~ and the date of transfer. Attach a copy of the deed for real estate. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 Western National Annuity, Contract No. XP220468 - ' ~33s7s.aa ' ~~~ ~~~ as
2
3~1
~I
~~
4'
i
I
~~
5j
i
i
611
Payable to surviving children as named beneficiaries
Western National Annuity, Contract No. XP220601 - ~', 5z,3os.5a ~''~
Payable to surviving children as named beneficiaries j
I
i
Western National Annuity, Contract No. XV211433 - ~s2,a75.o7
Payable to surviving children as named beneficiaries
Western National Annuity, Contract No. XV211433 - ~ 15a,537.7s
Payable to surviving children as named beneficiaries
Western National Annuity, Contract No. XV212233 - '~ z3,13a.17 j
Payable to surviving children as named beneficiaries ~
Baltimore Life Insurance Annuity, Contract No. ss,ass.so j
01052035452 -Payable to surviving children as
I
named beneficiaries
I ~ ~
TOTAL (Also enter on line 7, Recapitulation) 595,622.88
SCFmULE H p
COMMONWEALTH OF PENNSYLVANIA ArVl~ -"
INHERRANCE TAX RETURN r1N..1~ l I~~ ~Y1CTQ
RESIDENT DECEDENT , wr , , vim, , - ` VW ~ ~7
FILE NUMBER
ESTATE OF SHUGHART, MARGARET RUTH 21 - 10 - 00388
Debts of decedent must be reported on Schedule I.
ITEM '
NUMBER I FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 ~ AUER Cremation Services j 504.78
2 ;First United Church of Christ ', 450.00
I
3 ;Memorial Service Meal ' 332.83
B. ;ADMINISTRATIVE COSTS:
1. '; Personal Representative's Commissions
Name of Personal Representative(s)
I
Street Address
~ City State Zip
I
~ Year(s) Commission paid
2. Attorney's Fees Hamilton C. Davis, Esquire 10,000.00
3. ~ Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant j
I
j Street Address '
City State Zip
~ ~
' Relationship of Claimant to Decedent
4. Probate Fees Cumberland County Register of Wills 156.00
5. Accountant's Fees
I
6. i Tax Return Preparer's Fees
7. Other Administrative Cost$ ,
1 Legal Advertising -The Sentinel 251.26
i
i
TOTAL (Also enter on line 9, Recapitulation) 11,769.87
Schedule H
Funeral Eames ~
COMMONWEALTH OF PENNSYLVANIA /~~,,~,,~~M //--~~,,,~,. ~M.,~,~
INHERITANCE TAX RETURN /"IL/• I Al 11~YQY11~ ~lOIS ~JI IW I1~1~11
RESIDENT DECEDENT
'FILE NUMBER
ESTATE OF SHUGHART, MARGARET RUTH ~ 21 - 10 - 00388
2 i Legal Advertising -Cumberland County Legal Journal
75.00
Page 2 of Schedule H
SCHEDULEI ~
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES $c LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF SHUGHART, MARGARET RUTH ~ 21 - 10 - 00388
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses
ITEM
NUMBER DESCRIPTION AMOUNT
1 MSHMC Physicians Group 470.00
2 Cumberland Goodwill EMS 51.50
3 Alert Pharmacy 66.85
4 Chapel Pointe 1,036.00
5 Cumberland Goodwill EMS 51.50
6 MS Hershey Ambulance Service 1,100.00
7 Cumberland Goodwill EMS 51.63
8 MSHMC Physicans Group 202.00
9 Sovereign Bank -Return of Federal deposit 1,011.80
TOTAL (Also enter on Line 10, Recapitulation) ( 4,041.28
REV•1813 EX+ (11-08)
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF SHUGHART, MARGARET RUTH i FILE NUMBER
21 - 10 - 00388
NUMBER
~I NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO SHARE OF ESTATE i AMOUNT OF ESTATE
DECEDENT (Words) j ($$$)
~ RECEIVING PROPERTY Do Not uat Trustee(s) I
I. ,TAXABLE DISTRIBUTIONS [include outright spousal I
distributions and transfers ',
under Sec. X116 (a) (1.2)] ' ~~,
1 ; Judith Ann Baer ~ Daughter ', One-half of Residue ~I 332,268.14
1 40 Strawberry Drive
; Carlisle, PA 17013 I,
~~
2
Brenda Coder I ii
Daughter !One-half of Residue '~, 332,268.14
15 Upper Heise Run
~ Wellsboro, PA 16901
I
I
~ ~
I
nter dollar amounts for distributions shown above on lines 1 I
'
I
I
5 through 18 on Rev 1500 cover sheet, as appropriate. ~
I
II. I NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 1 ~ ~i
i ,
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
LAST WILL AND TESTAMENT
I, MARGARET R. SHUGHART, of South Middleton Township,
Cumberland County, Pennsylvania, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking
any and all foacmer Wills or Codicils by me made. ,
1.
I give, devise and bequeath all of my estate, both real
and personal property, unto my husband, GLENN Q. SHUGHART,
absolutely, and I hereby appoint my said husband as Executor
of my estate.
2.
In the event my said husband shall predecease or fail to
survive me, then I give, devise and bequeath all of my estate,
both real and personal property, in equal shares, unto my
children, JUDITH ANN BAER and BRENDA KAY CODER, absolutely, and
I hereby appoint said JUDITH ANN BAER and BRENDA KAY CODER as
Executrices of my estate.
3.
In the event either of my said daughters shall predecease
me, then I direct that her share of my estate shall descend to
her children equally, said class of beneficiaries to be
determined when the oldest of such issue shall have attained
the age of fifteen (15) years. In such event, I appoint
LAW OFFIO ES
MARTSON AND StJ EI
PAGE ONE
Commonwealth National Bank and Trust Company as guardian of the
estate of any such minor children.
IN WITNES ~ WHEREOF, I have he~ unto set my hand and
,seal this ,',~~`"~day of ~'/~~1L-~-~~ 1973. ,
~i~G; u:~/~ ~O ~1.~LGi~fL~
Marga~t°et R. Shugha
SIGNED, SEALED, PUBLISHED and DECLARED by the above
named Testatrix, MARGARET R. SHUGHART, as and for her Last Will
and Testament, in the presence of us, who at her request, have
hereunto subscribed our names as witnesses thereto, in the
presence of said Testatrix and of each other.
LAW OFFICES
MARTSON AND SNEI
PAGE TWO
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Stag Date: Mar 29 2010 Eg. Jan 1, 2010
End Date: Dec • ° ! 1 2010
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Date Open High Low Close Volume Close'
May 24, 2010 24.71 24.75 24.30 24.43 30,011,000 23.67
May 21, 2010 24.36 24.87 24.36 24.85 54,268,200 24.07
May 20, 2010 25.28 25.30 24.86 24.96 41,239,300 24.18
May 19, 2010 25.53 25.71 25.30 25.57 30,793,800 24.77
May 18, 2010 25.86 25.90 25.31 25.59 37,965,200 24.79
May 17, 2010 25.45 25.89 25.29 25.77 29,926,000 24.96
May 14, 2010 25.73 25.78 25.18 25.40 37,799,000 24.61
May 13, 2010 25.80 25.97 25.62 25.74 22,942,900 24.94
May 12, 2010 25.73 25.89 25.56 25.82 29,324,900 25.01
May 11, 2010 25.50 25.81 25.34 25.64 32,370,000 24.84
May 10, 2010 25.77 26.02 25.40 25.67 40,834,900 24.87
May 7, 2010 25.21 25.49 24.77 25.10 51,364,100 24.32
May 6, 2010 25.71 25.74 24.04 25.14 67,762,600 24.35
May 5, 2010 25.90 26.14 25.74 25.77 33,486,400 24.96
May 4, 2010 26.32 26.43 25.75 25.90 31,360,000 25.09
May 3,2010 26.24 26.43 26.07 26.28 27,076,400 25.46
Apr 30, 2010 26.21 26.50 26.05 26.06 33,741,000 25.25
Apr 29, 2010 26.08 26.30 25.94 26.14 25,633,000 25.32
Apr 28, 2010 26.00 26.10 25.63 25.91 34,156,700 25.10
Apr 27, 2010 26.20 26.31 25.88 25.95 33,871,100 25.14
Apr 26, 2010 ~ 26.23 26.42 26.21 ~ 26.27 17,780,000 25.45
Apr 23, 2010 26.17 26.29 25.99 26.25 28,020,900 25.43
Apr 22, 2010 26.09 26.31 25.79 26.27 32,944,900 25.45
Apr 21, 2010 26.74 26.75 26.14 26.34 44,749,800 25.52
Apr 20, 2010 26.42 26.74 26.36 26.66 34,479,700 25.83
Apr 19, 2010 26.09 26.45 25.95 26.38 33,300,300 25.56
Apr 16, 2010 26.20 26.35 25.91 25.93 31,981,500 25.12
Apr 15, 2010 26.16 26.30 26.04 26.24 27,991,400 25.42
Apr 14, 2010 26.17 26.24 26.02 26.24 27,712,000 25.42
Apr 13, 2010 26.32 26.43 26.02 26.20 38,015,700 25.38
Apr 12, 2010 26.57 26.67 26.34 26.38 22,939,700 25.56
Apr 9, 2010 26.11 26.51 26.06 26.44 39,742,000 25.61
From the
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Treatment
is there.
At 1:54PM EST: 2$.23 t' 0.44 (1.58%~
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T Historical Prices I AT&T Inc. Stock -Yahoo! Finance
Apr 6, 2010 25.61 26.06
Apr 7,2010 26.00 26.03
Apr 7, 2010
Apr 6, 2010 26.27 26.36
Apr 5, 2010 26.30 26.36
Apr 1, 2010 26.05 26.21
Mar 31, 2010 25.90 26.04
Mar 30, 2010 26.23 26.33
26.35 26.57
' Close price ac
'Download to Spreadsheet
Curtency in USD.
25.60 26.02 36,555,700
25.48 25.65 31,369,800
0.42 Dividend
26.15 26.31 21,369,600
26.13 26.31 23,973,200
25.91 26.11 20, 5 57, 700
25.75 25.84 36,706,500
25.84 25.95 52,251,000
26.30 26.51 20,319,800
justed for dividends and splits.
First ~ Previou
2s.z1
24.85
25.08
25.08
24.89
24.63
24.74
s ~ Next ~ Last ~
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Estate Valuation
Date of Death: 03/28/2010
Valuation Date: 03/28/2010
Processing Date: 12/01/2010
Shares Security
or Par Description
1) 136 COMCAST CORP NEW (20030N101)
CL A
The NASDAQ Stock Market LLC
03/26/2010
03/29/2010
Total Value:
Total Accrual:
Total: $2,510.56
Estate of: Margaret Shughart Estate
Account: Shughart Estate
Report Type: Date of Death
Number of Securities: 1
File ID: Margaret Shughart Estate
Mean and/or Div and Int Security
High/Ask Low/Bid Adjustments Accruals Value
18.75000 18.26000 H/L
18.58000 18.25000 H/L
18.460000 2,510.56
$0.00
$2,510.56
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.1)
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May 24, 2010 27.77 27.82 27.39 27.49 19,312,900 26.61
May 21, 2010 27.37 27.98 27.32 27.96 34,899,200 27.06
May 20, 2010 28.28 28.28 27.75 27.76 29,541,800 26.87
May 19, 2010 28.31 28.62 28.29 28.51 23,888,700 27.59
May 18, 2010 28.70 29.01 28.38 28.42 21,463,300 27.51
May 17, 2010 28.48 28.71 28.31 28.66 20,895,700 27.74
May 14, 2010 28.59 28.85 28.35 28.51 23,075,400 27.59
May 13, 2010 28.69 28.96 28.54 28.69 13,277,300 27.77
May 12, 2010 28.55 28.78 28.45 28.70 19,403,900 27.78
May 11,2010 28.46 28.65 28.25 28.40 23,242,400 27.49
May 10, 2010 28.93 29.00 28.28 28.61 25,955,000 27.69
May 7, 2010 27.98 28.71 27.80 28.19. 36,477,300 27.28
May 6, 2010 28.61 28.72 26.49 28.01 39,492,600 27.11
May 5, 2010 28.64 28.93 28.58 28.68 16,270,400 27.76
May 4, 2010 29.14 29.16 28.53 28.75 34,504,100 27.83
May 3, 2010 29.16 29.44 29.11 29.29 14,574,700 28.35
Apr 30, 2010 29.20 29.31 28.89 28.90 21,916,200 27.97
Apr 29, 2010 29.22 29.32 29.12 29.22 14,873,800 28.28
Apr 28, 2010 28.85 29.25 28.72 29.12 26,604,300 28.18
Apr 27, 2010 28.89 28.95 28.60 28.75 24,950,000 27.83
Apr 26,2010 28.98 29.10 2884 28.94 16,345,600 ~ 28.01
Apr 23, 2010 29.07 29.07 28.82 29.05 24,451,300 28.12
Apr 22, 2010 29.12 29.35 28.91 29.28 24,903,700 28.34
Apr 21, 2010 29.79 29.83 29.43 29.56 22,652,500 28.61
Apr 20, 2010 29.79 29.83 29.54 29.76 14,941,400 28.80
Apr 19, 2010 29.50 29.76 29.45 29.73 17,799,900 28.77
Apr 16, 2010 29.49 29.78 29.48 29.58 24,672,700 28.63
Apr 15, 2010 29.84 29.84 29.50 29.54 27,064,400 28.59
Apr 14, 2010 30.05 30.05 29.65 29.85 41,460,700 28.89
Apr 13, 2010 30.00 30.15 29.76 30.07 19,013,700 29.10
Apr 12, 2010 30.05 30.20 29.90 29.94 18,413,600 28.98
Apr 9, 2010 30.19 30.24 29.93 30.08 19,708,500 29.11
cT~-~al~:rSCtirvAh
• Dally irFde)rth
perspectlves
from Schwab experts
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C~h'7-1rES5G1fiVAA
At 1:52PM EST: 32.4 T 0.40 (1.25% )
http://finance.yahoo.com/q/hp?s=VZ&a=02&b=29&c=2010&d=11 &e=1 &f=2010&g=d&z... 12/1/2010
VZ Historical Prices ~ Verizon Communications Inc. Com Stock -Yahoo! Finance Page 2 of 2
Apr 8, 2010 30.15 30.28 29.86 30.16 29,615,000 29.19
Apr 7, 2010 30.78 30.78 30.09 30.24 27,204,600 29.27
Apr 7, 2010 0.475 Dividend
Apr 6, 2010 31.36 31.36 31.12 31.20 21,093,400 29.74
Apr 5, 2010 31.71 31.71 31.29 31.46 17,678,500 29.99
Apr 1, 2010 31.25 31.44 31.13 31.28 17,211,900 29.81
Mar 31, 2010 31.21 31.23 30.89 31.02 21,434,400 29.57
Mar 30, 2010 31.11 31.50 31.02 31.23 44,274,300 29.77
30.58 30.60 30.36 30.45 14,036,300
`Close price adjusted for dividends and splits.
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httn://finance.vahoo.corn/q/hp?s=VZ&a=02&b=29&c=2010&d=11 &e=1 &f=2010&g=d&z... 12/1 /2010
=~~~ x~ ~ ''~~~ WESTERN ~ NATIONAL
Life Insurance C o m p a n y
P{~. Box R71
An~ariilo,Texas 79105-OR71
1.R00.~17.4.A990
December 9, 2010
Hamilton C Davis
Law Offices of Zullinger Davis
PO Box 40
Shippensburg PA 17257
Re: Annuity Contracts
Contract Owner:
Dear Mr. Davis:
XP220468, XP220601, XV2i 1433, XV208475, and XV212233
Margaret R Shughart, Deceased
Thank you for your recent inquiry regarding these annuity contracts. We would like to take this
opportunity to respond to you- request.
The accumulated value of contract XP220468 as of March 29, 2010, the date of death was
$133,675.44.
The accumulated value of contract XP220601 as of March 29, 2010, the date of death was
$52,309.54.
The accumulated value of contract XV211433 as of March 29, 2010, the date of death was
$162,475.07.
The accumulated value of contract XV208475 as of March 29, 2010, the date of death was
$154,537.76.
The accumulated value of contract XV212233 as of March 29, 2010, the date of death was
$23,134.17.
We appreciate the opportunity to assist you. Should you have any questions, please contact our
Client Care Center at 1-800-424-4990.
Sincerely,
A gela Fur g
Annuity Claims Department
LAW OFFICES OF
ZULLIlVGER-DAMS
PROFESSIONAL CORPORATION
JOEL R. ZULLINGER
jzullin er zullinger-davis.com
14 North Main Street, Suite 200
Chambersburg, PA 17201
717-264-6029
717-264-1884 (FAX)
Register of Wills
Cumberland Courthouse
Room No. 102
One Courthouse Square
Carlisle, PA 17013
SUZANNE M. TRINH HAMILTON C. DAMS
~er-davis.com
strinhna zullin hdavis~a zullinger-davis.com
,
20 East Burd Street, P.O. Box 40
Shippensburg, PA 17257
717-532-5713
717-530-5222 (FAX)
January 18, 2010 ~--
~~~ N i' :7~
~ fu
v `~ ~ = :Tt
c~
y .~- ~
RE: Estate of Margaret R. Shu~llart
Est. No. 21-10-00388
Dear Sir or Madam:
Enclosed herewith please find an inheritance tax return, filed in duplicate. A check in the
amount of $29,904.14 is enclosed for the tax liability, along with a check for $70.33 for penalties and
interest.
A check for filing fee in the amount of $15.00 is also enclosed. Please send a bill to our office
for any additional costs due.
If there are any questions or concerns, please contact me at the Shippensburg office. Thank
you.
Sincerely yours,
Hamilton C. avis
for Zullinger -Davis
Professional Corporation
HCD/njk
Enclosures
Reply to: Hamilton C. Davis, Esquire
P.O. Box 40
Shippensburg, PA 17257
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