HomeMy WebLinkAbout05-25-11---~ REV-1500 Ex (01-10' 1505610143
PA Department of Revenue y OFFICIAL USE ONLY
penns Ivania county code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
PO 60X.280601 INHERITANCE TAX RETURN 2 1 ]- 0 012 0 2
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
175 14 0725 11 17 2010 05 09 1921
Decedent's Last Name Suffix Decedent's First Name MI
SCHEFFEY MARGARET g
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
® 1. Original Retum ^ 2. Supplemental Retum
^
3. Remainder Retum (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ qa. Future Interest Compromise
(date of death after 12-12-82) ^ 5. Federal Estate Tax Retum Required
^ g. Decedent Died Testate
(Attach Copy of Will)
^ ~ Decedent Maintained a Living Trust
(Attach Copy of Trust) 1
8. Total Number of Safe Deposit Boxes
^ 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
^ 11. Election to tax under Sec. 9113 A
( )
(Atfa~ SCh. O)
CORRESPONDENT -THIS SECTION MUST BE COM PLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIREC
Name TED TO:
Daytime Telephone Number
THOMAS P GACKI 717 237 6000
First line of address
213 MARKET STREET
Second line of address
8TH FLOOR
City or Post Office State ZIP Code
HARRISBURG PA 17101
Correspondent's a-mail address: t g a c k i@ e c k e rt s e a m a n s. c o m
REGISTER OF WILLS USE fY
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urraer penarties or pequry, I Declare 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. DeGaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SI TURE OF PERSON RESPONSIBLE FOR LING RETURN -DATE
`_~n~ JoarrMarie Benning jv~a,,, 3 / ~ ~~
o ~~
2070 Brigade Road~nola, PA 17025
SIGNATU~?~2EPARER H TAN EPRESE,~ITATIVE
Thomas P Gacki
DATE
slZ~i~l
213 Market Street, Harrisburg, PA 17101
Side 1
1505610143 1505610143
-~.
'~ .
J 1505610243
REV-1500 EX
Decedent's Social Security Number
ot~SName: SCHEFFEY, MARGARET B 17 5 14 0 7 2 5
RECAPITULATION -
1. Real Estate (Schedule A) ...........................................
...............................................
1.
2. Stocks and Bonds (Schedule B) ............................................................................... 2. 51 , 151.2 6
3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4.
5• Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ................ 5. 7 4 , 9 0 1 . 4 3
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. 6 3 , 16 4.11
8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 1 8 9, 2 1 6. 8 0
9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9. 15 , 1 7 6 . 5 0
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................................ 10. 3 3 2 . 2 9
11. Total Deductions (total Lines 9 8 10) .............................................. 11 1 5, 5 0 8. 7 9
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 1 7 3 , 7 0 8 . 0 1
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................
..............................
14. 1 7 3 , 7 0 8 .
01
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 17 3 , 7 0 8.01 16. 7 , 816.8 6
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 1 g,
19. Tax Due ..................................................................................................................... 19. 7, 8 1 6. 8 6
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYME NT. ^
Side 2
L 1505610243 1505670243
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 10 - 01202
Scheffey, Margaret B
STREET ADDRESS -
2070 Brigade Road
cITY
Enola
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A• Prior Payments
B. Discount
3. Interest
STATE
PA
ZIP
17025
(1) 7,816.86
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)
(2> 0.00
(3) 0.00
(4)
(5) 7 , 816.8 6
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 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?......... ^
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 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. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of
assets and filing a tax refurn 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 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 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 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. §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 blooodd or adoption.
COWMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF Scheffey, Margaret B
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21 - 10-01202
ITEM
NUMBER
DESCRIPTION -
UNIT VALUE
VALUE AT DATE OF
DEATH
1 Oppenheimer Account A09-5396-128
23,614.70
2 U. S. Savings Bonds, see spreadsheet attached
12,168.75
3 86 Shares Banco Santander 11.56 994.16
4 68 Shares Capstead 11.59 788.12
5 547 Shares ManuLife 14.99 8,199.53
6 100 Shares Prudential 53.86 5,386.00
TOTAL (Also enter pn line 2, Recapitulation) 51 151.26
SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Scheffey, Margaret B FILE NUMBER
21-10-01202
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 Miscellaneous Personal Property 200.00
2 Members First Checking 19,613.40
3 Members First Savings 5,794.14
4 Members First Money Management Account 49,182.89
5 Income Tax refund 111.00
TOTAL (Also enter on Line 5, Recapitulation) I 74,901.43
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROIPERTY
ESTATE OF Scheffey, Margaret B
FILE NUMBER
21 - 10-01202
This schedule must be completed and filed if the answer to any of gluestions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH EXCLUSION
NUMBER Irxlude the name of the transferee, their relationship to decedent EC FS i TAXABLE VALUE
and the date of transfer. Attach a VALUE OF ASSET (IF APPLICABLE
copy of the deed for real estate. INTEREST )
1 Waddell And Reed Account POD to son, Michael aa,118.3s 100% 0.00 ' 44,118.39
Scheffey and daughter, Joan Benning
2 John Hancock Rollover IRA, death beneficiaries son,
Michael Scheffey and daughter, Joan Benning
19,U45.72 ~ 100%
19, 045.72
TOTAL (Also enter qn line 7, Recapitulation) 63,164.11
SCIfDI~E H
COMMONWEALTH OF PENNSYLVANIA ~~ ~~
INHERITANCE TAX RETURN ~w.M~~
RESIDENT DECEDENT ''~~77 ,,
ESTATE OF Scheffey, Margaret B FILE NUMBER
21-10-01202
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A• 1 Dailey Funeral Home 8,405.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Eckert Seamans 3,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Joan Benning 3,500.00
Street Address 3070 Brigade Road
City Enola State PA zip 17025
Relationship of Claimant to Decedent Daughter
4. Probate Fees Cumberland County Register of Wills 271.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1
TOTAL (Also enter on line 9, F~ecapitulation) 15,176.50
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Scheffey, Margaret B
FILE NUMBER
21-10-01202
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 Continental Medical Insurance Premiums 10.60
2 Safe Deposit Rental Fee due 30.00
3 Personal care to Cumberland County Aging 291.69
TOTAL (Also enter ~n Line 10, Recapitulation) ~ 332.29
REV-1513 EX+ (11-08)
SCHEDULE J
COM NHERITANCETAXRETURNANIA BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF
Scheffey, Margaret B
NUMBER NAME AND ADDRESS OF PERSON(S)
_ RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions and transfers
under Sec. X116 (a) (1.2)]
II.
1 See List Attached
2
FILE NUMBER
21 -10-01202
RELATIONSHI}~ TO ~ SHARE OF ESTATE AMOUNT OF ESTATE
DECEDENT' i (Words) ~ ($$$)
Do Not Ust Trustlafsl
All lineal descendants
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 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 11,E OF REV-1500 COVER SHEET
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~ N ~ ~ •~ L ~ O ~ ~ O U O ~ O ~ L f0 a~ ~ ~ ~ 7 L ~ C ~ O O ~ L !Z +.+
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..C cn U
cd CC F-- W ~ ~ Q N A a ~ U D = ~ .~° ~ 'a ~ co Z ~ a ~ •L ~ ~ m ~ m O •c_v m ~ v ~ ~ O
~ ca ?_~ c co O ~ = c p c C ~ ~ ~ a c ~ ~ H co w a~ ~ fl. cv U
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1- J J W N= Y -~ Q H U~ C m c> D~ W Q Q U O W' Y U U Q c W O O N ~ ~O c W J
' ~ANNEBAKE'R & IiZOIiR, I.C.
FOUR THOUSA;~D VINE STREET
~° IVIIDDLETOWN, PENNSYLVANIA I'~OS'~-3 Jr6)r
_~
LAST WILL AND TESTAMENT
OF
MARGARET B. SCHEFFEY
I, Margaret B. Scheffey h, :-~~._ ~- _ _ ~ ~ =e ~ __~~ ~- ~:-`
. .r 4 ~-w V. ~ i \ ~../ w~.a y..i 1. 1'~. f'1 ~ ? l~+n~ ~; ~ Y ~ ^ T ~"; /"~' I~ ~ ~ w~T I~. ri
~- ~,-- ~ r; a, do hereby Last Wiy~.
e~l_~s _~ a .~ ~eL~are ~h~s to 02 my n.~
a .~
Testament, revoking all other Wills and Codicils heretofore ~rade
by me.
ITEM ONE: I direct that the expenses of my last
illness and funeral be paid from my estate as soon as practical
after my death.
ITEM TWO: I direct my personal representative to
divide the rest, residue, and remainder of my estate and
property, of whatever nature and wheresoever situate, ;<to Ev-.~;,~
shares and distribute those shares as fo=.rows;
a ~ we 2 ~ shares to my daughter, ~ oan-Nar~.e
Henning, provided she survives my death by thirty -
(3 0) calendar days .
(b) One (1) share each to my children, Anne Scheffey
Margare B. Scheffey
~ ~~
1
Graham, li:or~s vV1_e__~'jr•, ~G..~~._ ,._.,.__--_ , ~_~___~_
Scheffey, Gat:~_er,ne ~~.~e„e-_; _.~~ `_~'.,_ _-_-~
a,
. ~ _ ~ any " .~..~, . _ ..~ r.°-C'
...
r. .r. +(~i ^ ~t,1C.el~r,~:.. v_l.+Ir'#~,,~+ ,,< ,y~ .J" ,ip :- ~.. ~ ,~. ~. r.. +~ r^++ Y ~+ -r .~:... -.._ ~, a +`..- a
~----""~.:rr.•hi<wi.n.. .......... a "..r...~ ~ .r i+• ,.... w 'br ._ G . a .,.+ ..r. ~ .r ..... ,
L...L'r~.rCa ~'~`rr~e .3~"e,-i ~...i.. ~ig, pr'V Y i~eti.Y JYie .~J l.tr v~~` eat. ••' jy~
death by thirty (30) calendar days.
(d) One-half (1/2) share each to my grandchildren
surviving my death by thirty (30) calendar days.
(e) One-fourth (1/4) share each to my great-
grandchildren and step-great-grandchildren
surviving my death by thirty (30) calendar days.
(f) If any of my beneficiaries rM~..eµ ~.~~-. ~ way= =v
G Y
distributed to his or her issue, per stirpes.
~~EM THREE: All estate, inheritance, succession and
other death taxes, imposed or payable by reason of my death, and
interest and penalties thereon, with respect to all propert
Margar t B. Scheffey G
~ ~~ ~
.~--
2
Vi1Z -. a'~ aa1 Jyv' ..~'vl i.-'eC..a_i~ iux r.: t..~.v'v~~'~C, ~y'-"` '^_~.~
not s:~c~ urcperty passes ~ndzr _~_s W_~. , s~_~_= ~_ ~,~ ~< <~
iJll~:~'i ~ 1 L ... v '~. ~. ti ~.. - v .. it : x ^ ~a`.'..~. ... ~ ~r ~ ~. ~..~ +~. ... ._ _ ~~r -~°'~-. ~ w., ~..w.~i.~+' ~`.+... _. ~ ... ._ ... .~ ...
~, i. .~. r ~ ... _. _
_ ~ . ~~:~. _ a~3i~:s~:. m., J i L.£r, ~ ~.c`tn -~ari£' ~e ~:r.^_ ^ ,
Executrix, of this Will and direct that she be permitted to
serve without bond and without intervention of any court except
as required by law. I authorize my Executrix to sell, encumber,
mortgage, invest, distribute in kind, retain any items or
property of my estate in such manner as she shall deem proper,
limited only by her own discretion. If for any reason. my
Executrix appointed under this Will s~al~. ~~__ -~ _-_-; ~ _- ___~`
capacity ~ ~~~: ~:~ ~ -~ ~.._ ',_ _ - - __ _ --- - - - - -
..... - ._ ..~.~._..... _ .... ~M ~...- a.: u'......'u ~ ..` ~ °Y ~.... a ~y ~ ~ v ~ ;- v i '~.a 1 -a.. rr'~~a' 1 a" r
...
=~`~ ~-~~==~5 ~~EREC~r, I have at ~"iddletowr~, ?ennsyivariia,
this ~ ~ day of 2007, set my hand and seal to
this, my Last Will and Testament consisting of THREE (3) pages.
/~,r'~''
~!~~~ '
Margar t B. Schef ey
3
~~ r~ ~ w +lr..an
.~ ~ y r \. r . War L~ i.. y..' w ti-;~wn :-.:~.+~ .~.
a~.~ ~.+. s fir. ~ 'y ~...~~~. r...ar -aw r ~..~ R' '*' ....~. ar 1!W 7"r"
4
- - ~_
.,,.,
~~,
~.
i
:. if i~d ~ ~.~ .~.~. ~ ~~ a~ s i~ ~d
and executed the instrument as nay mast gill; and that I signed
it willingly and as my free and voluntary act for the purposes
therein expressed.
Sworn to or affirmed and acknowledged before me by Margaret
B. Scheffey, the Testatrix, this ~, ~ day of '
2007.
~`i". i''i~i""
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5
- _~
SAFE DEPOSIT BOX PLEASE PRINT OR TYPE
INVENTORY _.
_ _
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND
RETURNED TO ABOVE ADDRESS
I. COUNTY CODE 2. FILE NUMBER 3. SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
~0 20-10-1202 175-14-0725
_ _.. _
_ _. _ _
I•. DECEDENT'S, NAME (LAST,. FIRST, MIDDLE) _ ' _ 5. DATE OF DEATH
~cheffey, Margaret 11/17110
._
DECEDENT'S ADDRESS STATE ZIP CODE
_ _
?070 Brigade Road Enola PA 17025
_. _
'. ATTORNEY NAME .. _ . _ _
STREET ADDRESS CITY STATE ZIP CODE
3. NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT,OF PERSON(S) PRESENT AT THE BOX OPENING
RELATIONSHIP
I~~ ~' Nt j(-rl ~ f-x--ri M1 ~YiO
J ~CGG~-(.~?(~l ~C
>TREETADDRESS CITY_...___ _ STATE ZIP CODE
P~ . ~~o~
3. NAME RELATIONSHIP
_ ..
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-
STATE_
- ._ _
ZIP CODE .
- __
,. NAME.... __ . ._ __ . _ _ .
.. _ _ .. ..
_. RELATIONSHIP., _
STREET ADDRESS _
CITY _ __
_ .STATE
__
.. ..
ZIP CODE
I. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE CIEPOSIT BOX IS LOCATED
Members First Credit Union
_
STREET ADDRESS
CITY
STATE
ZIP CODE
392 E. Penn Drive Enola PA 17025
2. DATE OF CONTRACT TO RENT BOX 13. NUMBER OF ,BOX 14. TITLE. UNDER WHICH BOX. IS REGISTERED,
_. _
5. NAME AND ADDRESS OF PERSON(S) HAVING ACCESS
TO BOX
,, NAME ....
_ _ . .. _ _.
OQiri "~ ~Gl
~'i 6-..NAME . .. _ - __ .. _
.
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:ITY STATE ZiP CODE CITY STATE ZIP CODE
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~ ~ ~-- I~a- l 7 fj ~S .. __. _ _
6. NAME AND TITLE OF INDIVIDUAL TAKING INVENTORY
N a~~ .Tom-~ ~~ vLrx~.~.- ~~~-.~..~ ca I t~ c~v, lkc~c~-
7. WAS A WILL N THE BOX? YES NO A. DATE OF WILL : 61 ~~[P~D7
3. NAME AND ADDRESS OF PERSONAL REPRESENTATIVE
S, IF NAMED fN' THE WILL _ . _.
NAME)
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TREET ADDF~'tSS_ _ CITY STATE ZIP CODE
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:. NAME AND ADD SS OF ATTORNEY, IF ANY .
SAME) _ .. .. _
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TREET ADDRESS
CITY
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2
PPENHEIMEI~
January 27, 2011
Joan-Marie Benning
2070 Brigade Road
Enola, PA 17025
RE: Account #A09-0005396-128
Margaret B. Scheffey
Dear Joan-Marie,
Oppenheimer & Co. Inc.
1015 Mumma Road
Wormleysburg, PA 17043
800-722-2294
Member of All Principal Exchanges
Regarding your letter dated January 17, 2011 for the abode-referenced account, please
find the following closing values for the account on November 17, 2010:
Security Shares Closin Prig Total
Advantage Bank Deposit 1,018.57 1.00 $1 018.57
Advantage Primary Liquidity 1,353.30 1.00 $1,353.30
Banco Santander SA 157 11.56 $1,814.92
Bank of New York Mellon 100 27.32 $2,732.00
Ingram Micro Inc. 73 17.63 $1,286.99
Johnson & Johnson 100 63.06 $6,306.00
Microsoft Corp 356 25.57 9 102.92
Account $alance $23,614.70
Should you require any further information, please do not hesitate to call
Sincerely,
., ~,
Michael G. Crouse
Financial Advisor
MGC/hk
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JPM~organ Chase Bank, N.A.
P.O. Box 64504
St. Paul, MN 55164-0504
www.adr.com/shareholder
March 11, 2011
JOAN MARIE BENNING
2070 BRIGADE RD
ENOLA PA 17025
~~ Request Number: 9067535
'' ID Number: RA75070
WFType: CO
Regarding: BANCO SANTANDER S.A. for MARGARET 6 SCH~FFEY
Dear JOAN MARIE BENNING,
Thank you for your correspondence regarding the above mentiorhed account.
Shareowner records are confidential. In order to release account specific information, we will require:
• A court certified copy of the Letters of Appointment naming the executor, administrator or personal
representative of the estate and, dated within past 60 days. (6 months in New York and 1 year in Connecticut).
• A letter signed by the person named in the appointment papers requesting the account information or
authorizing us to release the account information to you.
If the estate is not being probated, please provide:
• A Small Estate Affidavit prepared in accordance with the previsions of Small Estate Requirements for the
state where the decedent was a resident. We recommend that you contact an attorney for assistance with
preparing the affidavit.
• A copy of the death certificate.
• A letter signed by the affiant.
Please note that documents presented for the completion of a transaction or request will not be returned. The
account number or tax ID number on the account must be included with your request.
If you have any questions, please call our Shareowner RelationsDepartment at 1-800-950-113.
Sincerely,
Shareholder Communications
Enclosures: None .~'' ~.
~~ ~ ~~~~
EI l7 ae- ~ a
~a
~ ~y ~~
0
Shareowner Services
PO Box 64874
St. Paul, Minnesota 55164-0874
', www.wellsfargo.com/shareownerservices
March 10, 2011
Joan-Marie Benning
2070 Brigade Road
Enola PA 17025
Regarding: Financial Confirmation
Dear Joan-Marie Benning,
Account Number: 3110022699
Registration: MARGARET B SCHEFFEY
Creation Date: 07/12/1996
Issue Name of Stock: CAPSTEAD MORT CORP
Total Share Balance on 11/17/2010: 68
Closing Price per Share on 11/17/2010: $11.59
Ticker Symbol for the Company is: CMO
It is exchanged or traded on: NYSE
i Request Number: 8929522
ID Number: PT86286
WFType: CO
~~lgg is
Please note that as a transfer agent, we are not directly connected to the stock market. The above price is
given as an estimate and is not a guarantee of a specific price.
If you have any questions, please call our Shareowner Relations bepartment at 1-800-468-9716.
Sincerely,
Shareholder Communications
Enclosures: none
BNY Mellon shareowner Services
P.O. Box 358333
Pittsburgh, PA 15252-8333
February 7, 2011
JOAN MARRY BENNING
2070 BRIGADE RD
ENOLA PA 17025
RE: ESTATE OF MARGARET B SCHEFFEY
Dear Sir or Madam:
Thank you for your inquiry requesting information for this account.
Please be informed that the closing price, as on 11/17/10 was X14.9900 per share.
We hope you find this information helpful. As a reminder, yo may access our Investor ServiceDirect
Web site at www.bnymellon.com/shareowner/equityaccess or all our automated voice response system
at the above number or (201) 680-6578 for account informati nand to initiate certain transactions. You
may also speak with one of our Customer Service Representatives who are available from 9 a.m. until 7
p.m. Monday through Friday.
Sincerely,
BNY Mellon shareowner Services
~~
I
BNl' h1Fl.I.f3v
ShiAR~0111h1ER SERYI~ES
Company MANULIFE
Name FINANCIAL
CORPORATION
Account SCHEFFEY-
Key MARGB0000
Control 201102070002466
Number
Telephone 800-249-7702
Number
~--~17 shares
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Page 1 of 1
~,omputershare
Computershare Investor Services
250 Royal! Street
Canton Massachusetts 02021
www.computershare.com
JOAN MARIE BENNING
2070 BRIGADE RD
ENOLA PA 17025-1472
February 10, 2011
Company: PRUDENTIAL FINANCIAL INC
Registration: MARGARET B SCHEFFEY
Holder Account Number: 00003262472
Document I.D.: 11040WF00864380
Our Reference: PRU/0002843465/7/63408/LB
Dear Sir/Madam:
Thank you for contacting Computershare, Prudential's transfer agent. We appreciate the opportunity to be
of service to you.
Please accept this letter as confirmation that the requested transfer was completed on February 9, 2011.
Below is the account balance information you requested as of November 17, 2010 for the above account.
.~----
Shares Held by Agent: 100 ~ ~
Shares Held in Certificate Form by Holder: 0 ~~ 3C~.
Total Shares: 100
Closing Price Per Share: $53.86
Should you have other account related questions, please call us at 1-800-305-9404 between the hours of
8:30 AM and 6:00 PM Eastern US time, Monday through Friday. Please note that any available
representative can assist you. A to%ommunications device for the hearing impaired (TT~'/TDD) is a/so
availab/e at 1-800-619 2837.
Sincerely,
Service Representative
Enclosure: None
st
MEMBERS 1St
FEDERAL CREDIT UNION
Send Inquires to:
5000 Louise Drive
PO Box 40
Mechanicsburg, PA 17055
www.membersl st.org
Main Switchboard: (717) 697-1161 or (800) 283-2328
f_Z Call: (717) 697-4372 or (800) 283-4372
TDD: (717) 697-5312 or (800) 283-2328 ext. 5312
TeleBranch: (717) 795-6049 or (800) 237-7288
MARGARET B SCHEFFEY
2070 BRIGADE ROAD
ENOLA PA 17025
Statement of Accounts
1
Oct 25, 2010 thru Nov 24, 2010
Account Number: 252374
!, Balances at a Glance:
' Checking: 19,613.40
Savings: 5, 818.52
Certificates: o . 00
Loans: o . 00
Money Management: 49,182.89
Swipe 5 YTD Reward: o . 00
Page: 1 of 2
Your current Member Loyalty Rewards Revel is Titanium.
Need the perfect gift for someone on your gift list?' Give them a Visa Prepaid
Gift Card. For more information visit www.memberS1st.orgNisaGiftCards.aspx.
CHECKING ACCOUNTS
0011 -CHECKING
Date Transaction Description Additions Subtractions Balance
Oct 25 Balance Forward 6,180.99
Oct 31 Deposit Dividend 0.100% 0.65 6,181.64
Annual Percentage Yield Earned 0. 100% from 10/01/2010 through 10/31/2010
Based on Average Daily Balance of 7, 707.40
Nov 01 Deposit Transfer From Share 0040 6,177.47 12,359.11
Nov 04 Withdrawal ACH HUMANA, INC . 41.20- 12,317.91
TYPE: INS PYMT ID: 9040604802 CO: HUMANA, INC .
Nov 05 Withdrawal ACH UNITED INSURANCE 175.25- 12,142.66
TYPE: PREMIUM ID: 1836282001 CO: UNITED INSURANCE
Nov 09 DEP PRENOTIFICATION FROM MANULIFE FIN COR
Nov 09 Deposit Transfer From Share 0045 7,670.74 19,813.40
TRANSACTION DATE - 11/07/2010
Nov 16 Check 001912 Tracer 0001179449 200.00- 9
613
40
Nov 24 Ending Balance ,
.
CHECK SUMMARY
Check # Amount Date C heck # Amount Date
001912 200.00 Nov 16
SAVINGS ACCOUNTS
0000 - REGULAR SAVINGS
Date Transaction Descri tion Additions Subtractions Balance
Oct 25 Balance Forward 4
557.52
Oct 31 Deposit Dividend 0.300% 1.16 ,
4
558.68
Annual Percentage Yield Earned 0.300% from 10/01/2010 through 10/31/201 ,
Nov 03 Deposit ACH SOC SEC 1,235.00 5,793.68
ID: 3031036030 CO: SOC SEC
Nov 15 Deposit VISA Credit Card ' 0.46 5
794
14
Cash Reward '~~ ,
.
Nov 18 Withdrawal ACH CONTINENTAL ~
i 1.42- 5,792.72
- - - Continued on following
- i age - - -
_. _ _ _ _ _ _
~-
5t Send Inquires to: Main Switchboard: (717) 697-1161 or (800) 283-2328
5000 Louise Drive EZ Call: 717 697-4372 or 800 283-4372
Po Box ao TDD• ( ) ( ) Oct 25, 2010 thru Nov 24, 2010
Mechanicsburg, PA 17055 (717) 697-5312 or (800) 283-2328 ext. 512 Account Number: 252374
MEMBERS i•+ TeleBranch: (717) 795-6049 or (800) 237-788
~..~,~«.~,~: www.memberslst.org Page' 2 of 2
Date Transaction Description Additions Subtractions Balance
TYPE: POL PREM ID: 1360947200 CO: CONTINENTAL
Nov 18 Withdrawal ACH CONTINENTAL 9.18- 5,783.54
TYPE: POL PREM ID: 1360947200 CO: CONTINENTAL
Nov 19 Deposit 34.98 5,818.52
VISA CREDIT
Nov 24 Ending Balance 5,818.52
0005 - MONEY MANAGEMENT
Date Transaction Description Additions Subtractions Balance
Oct 25 Balance Forward 49,162.01
Oct 31 Deposit Dividend Tiered Rate 20.88 49,182.89
Annual Percentage Yield Earned 0.500% from 10/01/2010 through 10/31/2010 ~~_
Nov 24 Ending Balance 49.182.89
CERTIFICATE ACCOUNTS
0040 - 18 MONTH CERT
Date Transaction Description Additions Subtractions Balance
Oct 25 Balance Forward 6,162.97
Joint Owner: JOAN MARIE BENNING
Oct 31 Deposit Dividend 2.770% 14.50 6,177.47
Annual Percentage Yield Earned 2. 810% from 10/01/2010 through 10/31/20110
Nov 01 Renewed at 1.050% to mature 05/01/12
Nov 01 Withdrawal Transfer To Share 0011 6,177.47- 0.00
18 MONTH CERT Closed
***This is the Fnal statement presenting information on this product***
*** Please retain this >>'inal statement for tax reporting purposes' ***
0045 - 18 MONTH CERT
Date Transaction Description Additions Subtractions Balance
Oct 25 Balance Forward ~ 7,649.25
Joint Owner: JOAN BENNING
Oct 31 Deposit Dividend 2.770% 18.00 7,667.25
Annual Percentage Yield Earned 2.810% from 10/01/2010 through 10/31/20110
Nov 07 Deposit Dividend 2.770% 3.49 7,670.74
Annual Percentage Yield Earned 2. 810% from 11/01/2010 through 11/06/20110
Renewed at 1 .050% to mature 05/07/12
Nov 09 Withdrawal Transfer To Share 0011 7,670.74- 0.00
TRANSACTION DATE - 11/07/2010
18 MONTH CERT Closed
***This is the final statement presenting information on this prgduct***
*** Please retain this Fnal statement for tax reporting purposes ***
YTD SUMMARIES
TOTAL DIVIDENDS PAID
0000 REGULAR SAVINGS 7 , 20
0005 MONEY MANAGEMENT 206.64
0011 CHECKING 1 .65
0040 18 MONTH CERT 140.73
0045 18 MONTH CERT 178.17
Total Year To Date Dividends Paid 722.88
NOTE: Total includes closed shares '',
Don't forget about our new Member Loyalty I awards Program.
The more products you have with us, the more enefits you'll receive.
Ask an associate for details or visit our website at .members1st.org for details.
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DAILE
C~ur~erul j~/orne
I N (: (") it F' () it A 1' H f7
"~uulrs.~ 2 ou~• ryYuy
Wednesday, November 24, 2010
Joan Benning
2070 Brigade Rd.
Enola, PA 17025
Timothy J. Dailey, FD
President
Mario A. Billow, FD
Supervisor
Clifford D. Forester, FD
Funeral Director
650 South 28th Street, Harrisburg, PA 17103
(717) 2~3-1933 www.daileyfuneralhome.com
Dear Joan,
Thank you for selecting our funeral home to provide services for your family during your time of bereavement. I hope that you found
our services, so far, to be of the highest standards that we always try to achieve. Thee following is a summary of the service charges as
previously explained and provided in written form on the services for:
MARGARET BERNADETTE SC ~-IEFFEY
PROFESSIONAL SERVICES
Basic service of funeral directar and staff $ 5485
Embalming $inc
Dressing, Casketing, and Cosmetology $inc
Total Funeral Service Selected
TOTAL PROFESSIONAL SERVICES $5,485.00
Use of Facilities & Staff for Visitation $inc
Use of Facilities & Staff for Ceremony at Funeral Home $inc
Transfer of Remains to Funeral Home $inc
Hearse /Funeral Coach $inc
Flower /Lead Car $inc
OTHER MERCHANDISE SELECTED
Casket: Aurora Lila $1,075.00
Outer Burial Container $965.00
Acknowledgement Cards $inc
Register Book $inc
Prayer Cards $inc
TOTAL OTHER MERCHANDISE SELECTED $2,040.00
CASH ADVANCES
Certified Copies of Death Certificate $ 30.00
Clergy Honorarium $ 100
Organist $ 175
Vault Service Charge for Lowering device $ 175
Flowers-Spray and 2 matching flowers $ 300
Honor Guard $ 100.00
CASH ADVVANCE TOTAL 00
TOTAL OF SERVICES $8,405.00
LESS: Payments Made 4,000.00
$4,Og0.00
BALANCE DUE $4,405.00
If there are any questions or concerns that remain unanswered, please call hie.
Sincerely,
Mario A. Billow
F.D.,CFSP
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