HomeMy WebLinkAbout12-16-11 (3)1505610140
-. REV-1500 E>< (o,.,o,
PA Department of Revenue oF~tcl~eL use orti~Y
euroau of dividual Taxes .INHERITANCE TAX RETURN County Code Year FUe Number
Po sox ~oeo1 2 1 1 1 0 3 8 7
Harrisburg; PA 1~12e-osol .RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
2 1 1 1 2 6 5 9 4 0 3 1 8 2 0 1 1 0 1 0 8 1 9 2 5
Decedent's Last Name Suffix Decedent's First Name MI
M c N I S S D O R O T H Y M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
FILL INAPPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Rstum (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Futuro Interoat Compromise (data of ^ 5. Federal Estate Tax Return Required
death after 12-12-82)
® 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Ssfs Deposit Boxes
(Attach Copy of NVill) (Attach Copy of Trust)
^ 9. Litigation Proceeds, Received ^ 10. Spousal Poverty Crodit (date of death ^ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Tslee Number
D
A V I D H S T
O N
E E S Q U I R E ~c'r
~~ ~ ~+
Rt:CiiST~~.NN~L9 UBE,ONLY~'.w,.
First line of addross ,~ O -,-r ~
~ ~:
4 1 4 B R I D G E S T R E E T ~~ 5^.' ~=~
Second line of addross. ~
t1'r
City or Post Office State ZIP Code ~ DATE FILED
N E W C U M B E R L A N D P A 1 7 0 7 0
Correspondent's e-mail addross: D S T O N E a S T O N E L A W• N E T
Under psnaldss of perjury, I declare that I have examined this return, Indudkrp aocon~panyinp sdreduka and ststementa, aid to urs best ar my krx>Mrisrlge and baAef,
it is true. correct and corrrplete. Dsdaraltion of proparer other than the personal ropresartatlve is based on all information of which preparor has any IawMAsdps.
SI(3NAXURE OF BERSON RF„aPONSIBLE FOR FILIyt3 RETURN / DATF~
c„C4j3gER„1STREET
OFOF E11 E THAN REPRESENTATNE
A 17055
414 BRIDGE ST~IEET NEW CUMBERLAND PA 1?
PLEASE USE ORIGINAL FORM ONLY
Side 1
1.505610140 1505610140
~'
1505610240
REV-1500 EX Decedent's Social Security Number
Deosdenr, Karns: DOROTHY M• M c N I S S 2 1 1 1 2 6 5 9 4
RECAPITULATION
1. Real Estate (Schedule A) ........ ......................... ...... 1.
2. Stocks and Bonds. (Schedule. B) ............ ...................... 2. 1 O 9 9 1 0. 8 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. •
4. Mortgages and Notes Receivable (Schedule D) .......................... 4. •
2 8 2 9. 1 1
5. Cash, Bank Depoaita and Miscellaneous Personal Property (Schedule E)....... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 4 3 3 7 4 . ? 1
7. Inter-Vivos Transfers 6 Miscellaneous N Probate Property
arate Billin
Re
uested
h
b G) ~ Se
S
d
7
.......
g
q
p
(
c
e
u .
8. Total (cross Assets (total Lines 1 through 7) ........................... 8. 1 5 6 1 1 4 . b 2
9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9• 1 5 3 2 6 . 6 6
10. Debts of Decedent, Mortgage Liabilitfea, and Liens (Schedule I) ............. 10. •
11. Total Deductions (total Lines 9 and 10) ............................... 11. 1 5 3 2 6. 6 6
12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 1 4 O ~ 8 7 . 9 6
13. Charitable and Governmental Bequesta/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 4 0 ~ 8 ~ • 9 6
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sac. 9116
(a)(t2) X• 0 0. 0 0 15. 0. 0 0
16. Amount of Line 14 tax ble
at lineal rate X• 0 4 1 4
0 7 8 7. 9
6
1s.
6 3 3 5.
4
6
17. Amount of LUe 14 taxable
at sibling rats X .12 ~
0. 0
0
17.
0.
0
0
18 Amount of Line 14 taxable
. at collateral rate X .15 0 0 0 18. 0• 0 0
19. TAX DUE .................................................... . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
6 3 3 5. 4 6
Side 2
1505610240 1505610240
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 11 038?
DECEDENTS NAME
DOROTHY M• McNISS
STREET ADDRESS
517 EAST COOVER STREET
CITY
MECHANICSBURG STATE
PA ZIP
17055-
Tax Payments and Credits:
t. Tax Due (Page 2, Une 19)
2. Credits/Payments 6 , 0 0 0.0 0
A. Prior Payments
e. Discount 315.7 9
3. Interest
4. If Une 2 is greater than Une 1 +Une 3, enter the difference. This is the OVERPAYMENT.
Fill In oval on Page 2, Line 20 to request a refund.
5. If Une 1 +Une 3 is greater than Une 2, enter the difference. This is the TAX DUE.
(1) 6,335.46
Total Credits (A + 8) (2) 6 , 315.7 9
(3) 0.00
(a) 0.00
(5) 19.6 7
Make checkpayable to: REGISTER OF WILLS,.AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decent make a transfer and: Yes No
a. retain the use or income of the property transferred : ............................................................
f
i
i ..........
ncome; ...............................
erred or
ts
b. retain the right to designate who shall use the property trans
c. retain a reversionary interest; or ...........................................................................:.................... ^
.
ef
?
lif
f
ith
t
b
t
h
i
f
d
i ^
........................
....................
i
s or care
er paymen
en
. rece
ve t
e prom
se
or
e o
e
s, ..........
2 If death occurred after December 12,1981, dfd decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^
th?
ri
t hi
h
d
k
n
' ^
ty a
s or
er
ea
account or secu
in trust for orpayable-upon-death ban
t own an
3. Did decede .........
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a benefldary designatfon? .................................................................................................. ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE t; AND FILE R 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
3 percent [72 P.S~ §9116 (a) (1.1) (i)].
For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of. transfers to or for the use of the surviving spouse is 0 peroent
(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 return are still applicable even if the surviving spouse is the only benefidary.
Fordates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased dtild 21 years of age or younger at death to or for the use of a natural parent, an
adoptive paren# 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 benefidaries 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)]. Asibling ie defined, untie
Sedlon 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV•1503 EX + t8-98)
SCHEDULE B
COMMONWEALTH OF PENNSYWANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DOROTHY M• McNISS 21 11 0387
All property jo)nttyowned with ripM of:urvivoahip mud M d(sobeed on ScheduN F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OFbEATH
1 275 shares Frontier Communications Ord Shs C1 B 2,183•.50
a #7.940 each
2 5812.521 shares Susquehanna Fin Adv-Fidelity Adv 6.8,006.50
Freedom 2025 Fd a $11.700 each
3 1148 shares Verizon Communications Inc a #34.60 each 39,720.80
TOTAL (Also enter on line 2, Recapitulation) ~ S 10 9 , 910
(If mae space b needed, insert additlonal sheets of the same size)
REW1508 EX + (e-98)
SCHEDULE E
COMMONWEALTH Of PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC.
INHERITANCE 7Ax RETURN PERSONAL PROPERTY
orerncur nerencuT
ESTATE OF FILE NUMBER
DOROTHY M• McNISS 21 11 D387
Include the proceeds of litlgatbn and the date the proceeds were received by the .
All pro arty intly-0wnsd with M of survivorship must bs dbclo:ed on licheduN F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1• Pension check received 464.15
2 ITwo uncashed checks
3 United States Treasury-refund on 1040 return
4 IVerizon-burial reimbursement
5 ~Verizon-refund on health insurance
TOTAL (Also enter on line 5, Recapttulatlon) ~ _
(It more space is needed, insert additbnal sheets of the same size)
85.06
1,800.00
450.00
29.90
9.1
REV-1509 EX+ (Ot-10)
pennsylvania SCHEDULE F
oePARrnteNTOfR~NUe JOINTLY•OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
DOROTHY M• McNISS 21 11 0387
K an asset wars made jointly owned with(n one year of the decedeM'a dab of death, tt must be reported on Schedule t3.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. LINDA J GRAHLE 517. EAST COOVER STREET- Daughter
MECHANICSBURG, PA 17055-
s.
c.
JOINTLY-OWNED PROPERTY:
ITEM
NUMBER LETTER
fOR JdNT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FlNANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECEDENT'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INrEftESI
1 • A • o5/D5/Da Belco Community CU-Checking Acct 18,004.11 50 • 9,002.06
Princ• #17,993.37, Div• X10.74
joint w/Linda J• Gable
2 A OS/05/O8 Be1C0 Community CU-Christmas Club 200.22 50• 100.11
Pt^inc• *2Q0.16, Div• ~•D6 joint
w/Linda J• Grable
3 A D5/D5/oa Belco Community CU-Money Market 50,815.13 50• 25,407.5?
Princ• *50,781•b7, Div• #33.46
joint w/Linda J• Grable
4 A D5/05/O8 Be1C0 Community CU-Reg. Savings Acct 17,729.93 50• 8,864.97
Princ• X17,720.93, Div• X9.00
joint w/Linda J• Grable
TOTAL (Also enter on Une 6, Recapitulatlon) I t 4 3 , 37 4.71
H more space is needed, use additlonal st-eeta of paper of the same size.
REV-1511 EX+ (10-09)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT.
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
DOROTHY M• McNISS 21 11 038?
DecedeM'e debt must be roported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 W• Orville Kimmel Funeral Home-add'1 funeral exp• 710.13
Rolling Green Cemetery-headstone engraving 345.00
W• Orville Kimmel Funeral Home-cremation serv 1,437.00
Michael Seigfried-services rendered at memorial 125.00
Sarah Keilholtz-services rendered at memorial 125.00
Kim Cooper-organist at memorial 125.00
B. (ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) o(Persalal Representatlve(s)
Street Address
City State ZIP
Year(s) Commission Pald:
2• AttomeyFeea: David H Stone, Esquire
3, Famiy Exemption: (If decedents address is not the same as daimanYs, attach explanatbn.)
claimant Linda J • Grab 1 e
streetaddress 517 East Coover St
cny Mechanicsburg. state PA zIP 17055
Relationship of Claanant to Decedent D a u g h t e r
4• ProbeteFees: Cumberland County Register of Wills
5 • Accountant Fees:
6 • Tax Retum Preparer Fees:
7• Checks written but not cleared until after death
2 Expenses incurred by decedent
3 Expense .incurred by decedent
4 Stone LaFaver 8 Shekletski-Reimb on advertising
5 Belco Community CU-fee for checks
6 Barry L• Heckard Sr-head tax due
7 berizon-service at property
8 Register; of Wills-filing Inh Tax Return 8 Inv
9 Reserve for closing expenses
7,500.00
3,500.00
327.50
493.49
X25.00
5.45
262.54
4.00
9.80
1.75
30.00
100.00
TOTAL (Also enter on Une 9, Recapitulation) I ;
If more space is needed, use additional sheets of paper of the same size.
REV-1513 EX+ (01-10)
pennsyivania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF:
DOROTH Y M• McNISS ~L Lb u~nr
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY t>o Not Ust Trustee(:) OF ESTATE
I TAXABLE DISTRIBUTIONS Qndude ~ ht s usal distributans and transfers under
Sec. 91 f6 (a~1.2).j
1 LINDA J GRABLE Lineal 70,393.98
517 EAST COOVER STREET
MECHANICSBURis PA 17055-
2 CHARLES H McNISS
- Lineal 70,393.98
DRIVE
2 OLIVER
HUDSON NH 03051-
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1•
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1•
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15~ COVER SHEET. S
If more space is needed, use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT
OF
DOROTHY M. McNISS
I, DOROTHY M. McNISS, of the Borough of Mechanicsburg,
Cumberland County, Pennsylvania, declare this to be my last will and
revoke any will previously made by me. ~~ ~ ,~
ITEM I: I devise and bequeath all of my estate"of every~n~tur~,°~~
and wherever situate as follows:
A. One-half ('~) thereof to my son, CHARLES H. McNISS,
provided he survives me. Should my son, CHARLES H. McNISS, fail to
survive me, his share shall be added to the share herein created in
Item I (B) .
B. One-half ('~) thereof to my daughter, LINDA J.
GRABLE, provided she survives me. Should my daughter, LINDA J.
GRABLE, fail to survive me, I devise and bequeath her share equally to
the following named grandchildren, JENNIFER L. ADAMSKI and NICHOLAS C.
GRABLE.
STEM II: I appoint my daughter, LINDA J. GRABLE, Executrix of
this my last will. Should my daughter, LINDA J. GRABLE, fail to
qualify or cease to act as Executrix, I appoint my granddaughter,
JENNIFER L. ADAMSKI, Executrix of this my last will.
.k
Page 1 of 4
y _. , . .. ,, ,. .: . .
.ITEM III: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of her duties in
any jurisdiction.
IN NITNES3 WHEREOB', I, DOROTHY M. McNISS, have hereunto set my
hand and seal this ~~ day of ~..2QQ7.
.,. a:. r S t~ ?L k. 71~• •~y ~ .nT * .' f. - 1 e. A 1itS ~ ~ s
+ ~~ y7J .,(,{p[~, '~y~'~~ `~'~t , .v~~2t ids} V`~ t. +'r~.~~ .~~ F~
~~~ ^
i''~ku ft.'s Y it' ~.ft: ~ 1f "9f"1¢f ~ ~~ s~ 2 1
~ , ;. ,~ k y
.. Page 2 of 4
SIGNED, SEALED, PUBLISHED and DECLARED by DOROTHY M. McNISS, the
Testatrix above named, as and .for her Last Will and Testament, and in
the presence of us, who at her request, in her presence and in the
presence of e h ther, have subscribed our names as witnesses.
X14 Brid~x~' St r: :,..Niev~r,~Ciiml~ie~l~nd,::::PA ;
_ .
Witness ;,~ .
~ .;
'~ .~ .
~ ..
' ._
Witness _, .; ,
Address ~
`"
COMMONWEALTH OF PENNSYLVANIA:
. SS:
COUNTY OF CUMBERLAND
°'I, DCIROTHY M McNISS, the Testatrix whose name is signed to the
,~. ;.
at~a~ehed dr`3fo~~g~d~ig~ instrument;.- having been duly- qualified according
;_
,- r.
tt~`.raW-~ dc~'~hereby ~a~knawledge ~~ that I signed and executed this instru-
ment- as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
DOItOTH7C° .,'. MCNISS:..... x.
Sworn. to or affirmed to and acknowledge efo a me b DOROTHY M.
ajiYL
McNISS, the Testatrix, this ~ da f , 2007.
Of pENNMVANW
~'1 rill `~i~•
ry rur~iic:
Page 3 of 4
`.,.i' r ~ " . r ¢ ?'Tip` 4 :, r'F " F. r( k ` 1~`.`'% ~ .~ 3 _'" 1 ~r ~`_ hs Jer >.i3i ~; i x S~~ ~; "i~ f~ mat ~ ~^~ $~~ "~~} W4
`
COMMONWEALTH OF PENNSYLVANIA ~ ~ .. *~"~. ~
`~
- SS:
COUNTY OF CUMBERLAND
~,Av~,~ ~, s"Cc~-
We
~ and .---~
~-. ~.
, •
,
.the witnesses whose names are .signed to .the attached or foregoing
- ~;
+~;. ~. 4 af. 4`~fl ~ .~ j/~N? _ -.f 'wt. ~ ., ~. ~ ^.i~l. S+ t . ~. - J'F. i~t~r~[ },e~k'+^r"tTt, • .R:':'~`}~ t , ... ~ .. i ...
.. ..... ... ~ _. _ _. ~. i.
it
., ,
... .~A;;a}~.
for the purposes ~. therein expres~ec~,
it as her free :and ..voluntary act ~" ~. ' ,,~.. + !~,T ~~~~~~~~~~~~~ ~+~'
that ,,each of us in the hearing and sight of the Testatrix signed the
wild a~',w~tnesses; that to the best of our knowledge, the Testatrix
-.. W ~ , _°
was at that time eighteen or more years of age, of sound mind aria ~~~, ~ ~-
`~f kt ~.. 4 yy~ Hoyt ~)sA ~ .•
under no constraint or undue. Influence ;:~ _, ~,, .~,,l~Nr~ , ;..
r a >a t _i~~
yd~`'"Ta n ~~~
~ ~ '~~ / s ~~.~ ~ ~ ~ r ,~, Y. •t,. _ lid T y{ '`r ;i i~. td rig ~+'~"jtf 1,'. ~;
witnesses, this ~~ day of
M . APN~
Nrw GWn•b~
~ptflert~Sf ~~ ExpK~s J~t:11.2009 `
Page 4 of 4
2007..
Frontier Communications Ord Shs Class B (FTR) -Stock chart, Index chart - MSN Money Page 1 of 2
r , ~S 12,141.13 -128.8E •1.OZ% $817.11 •18.19 -0.84% ~ 1,332.48 -12.74 -0.95% U.9. markas open
Historical Prices
FTR 8.73 +-0.12 -1.30% Rea wee
Frontier Communications Ord Shs Class B tNVSei
® ® "F ® ~
Find Prices I«: FTR
_ _ Go
OUOTE fUNQAMENTALB EARNINpS ANALY819 FlNANCWLS OWNERSHIP
SUMMARY ~ OPTIONS ;HISTORICAL PRICES
ON71ER WMMUNICATIWis ORD 8H8 CLASS tl
DATE HKiH LOW OPEN CLOSE VOLUME
5/31/2011 8.8900 8.8100 8.8700 6.8500 10,548,200
5!27/2011 8.8400 8.6500 8.7400 8.8100 47,229,000
5020/2011 8.9700 8.6100 8.8200 8.8100 74,346,300
5N32011 8.7700 8.4400 8.4500 8.8600 55,153,200
518/2011 8.4900 8.1800 8.2900 8.4300 88,279,600
4/29/2011 8.2900 7.9500 8.0000 8.2700 42,422,300
4212011 8.0500 7.9200 8.0500 8.0400 43,885,100
4M52011
4/8120 8.1300 7.9500 7.9700 8.0700 45,893,900 ~ ~ ~`
11 8.1850 7.9800 8.0500 7.9900 48,393,300
4Hno11 6.3000 . 7.7800 6.,300 6.1000 „8,840,700 ~ Z 3
-?
3125120„ 8.2000 7.9800 8.10 8.0900 39.008,900 .
~~
+~ 3H82011 8.1500 7.7300 7.8900 8.1300 71,987,800 ' S , 0 $ "'_' ~ s ~ ~ 1 /
`
3/1112011 81200 .8300 8.0100 7.9200 62,941,800 7
3n2011 0.,67 Ex_dividend X a2 7 5 S11rs
3A02011 8.5800 8.0700 8.4700 8.1300 118,081,500 ...~,.~..,~,,
22512011 9.4800 7.8800 9.4100 8.4200 87,737,500
2H8l2011
9
5500
9
3800
5 Q
~ a
~
3
S
. . 9.
20D 9.4800 36,947,100 ~
O
,
O
2/112011 9.5200 9.3500 9.3800 9.5100 33,018,300
21412011 9.4100 9.0700 9.0600 9.3900 29,235,800
1282011 9.2900 9.0800 9.2100 9.0700 43,084,200
1212011_ 9.4500 9.1500 9.4300 9.1800 32,915,800
1!142011 9.5900 9.3200 9.5400 9.3800 45,828,100
1072011 9.6400 9.4500 9.7900 9.5900 54x38.800
12!312010 9.7800 9.4900 9.5000 9.7300 27,217,500
12232010 9.5000 9.2700. 9.3000 9.5000 25,007,700
12H72010 9.4900 9.2400 9.3600 9.2500 49,943,500
121102010 9.5200 9.0700 9.4800 9.3700 52,854,000
1282010 0.187 Ex-dividend
12/302010 9.4800 9.0400 9.1200 9.4800 82,268.800
11282010 9.2100 9.0100 9.1800 9.1200 24,704,600
11!192010 9.1700 8.8400 9.0600 9.1700 45,843,700
11!122010 9.4205 8.9100 8.9800 9.0000 69,411.700
11/52010 9.1600 8.6500 8.8200 9.0000 50,208,400
10292010 8.8500 8.6000 8.8200 8.7800 43,023,90D
10/222010 8.8700 8.5500 8.8400 8.7900 42,725,700
http://moneycentral.men.com/investor/charts/chartdl.aspx?PT=7&compsvms=&D4=18cDD... C/1 /2Q i l
Frontier Communications Ord Shs Class B (FTR) -Stock chart, Index chart - MSN Money Page 2 of 2
10!15/2010 8.9100 8.4200 8.4800. 8.5400 64,398,100
10/812010 8.4900 8.1600 8.2000 8.3900 45,803,700
tONR010 8.3000 7.9800 6.0500 8.1800 58,393.800
9/24/2010 8.1900 7.8100 7.8800 8.0700 69,761,800
9N 7/2010 8.0600 7.6400 7.7800 7.9600 75,735,500
9!10/2010 7.7800 7.5100 7.7800 7.7200 51,730.900
8!7/2010 0.187 Ex-drvirbrW
9!312010 .7.9500 .7.6800 7.7500 7.9400 54,187,800
8127!2010 7.8200 7.5200 7.7800 7.7000 53,794,000
81IW2010 7.9000 7.5200 7.5900 7.7200 88,825,600
8/13/2010 7.8300 7.5400 7.6400 7.6000 89,130,800
8/8/2010 7.7600 7.5000 7.7100 7.6500 68,036,400
7/30/2010 7.8400. 7.3900 7.4800 7.8400 78,854,000
7/23/2010 7:5100 7.2500 7.4100 7.4300 86,857,200
7/1812010 7.4400 7.1200 7.4000 7.3925 131,747,900
71912010 7.6800 6.9900 7.2500 7.3900 151,386,SOD
712!2010 7.7200 8.9800 7.5800 T.3500 110,592,300
6/25!2010 7,9400 7.5500 7.9100 7.5500 23,984,000
8H8l2010 8.1300 7.7800 7.8300 7.8300 24,210,800
8/11/2010 8.1800 7.8175 8.1500 7.8500 31,426,100
8/711010 0.250 Extllvidend
8/4/2010 8.3800 7.8800 7.9800. 8.3400 28,691,800
Page generated 6111101 1 1 0:39 AM Eastern Deylighl Time
pATA PROVIpERB
Copyri~tt dA 2011 Microsoft. All rphts reserved.
Quotes era rah-tMne for NASDAI], NYSE arW AMEX See delay times for other exchanges.
FundameMai company data and tdetorical dart data provided by Thameon Reuters (dtdc for restricttonsl. ReM-time quotes provided by BATS F~cdunoe. Rea6tYne irWax quotes
and delayed quotes supplied by IMersctiva Data Rsa4-Time Servkxis. Fund summery, fund performance and dividend data provided by . Aneyet racommantlagoru
provided by . StadcScouter data provided by . IPO data provided by Hoover's Mc. trtdex memt~rettip data provided by
Japarxfae etodc prbe data provided by Nomura Research Institute Ltd.: quotes delayed 20 mirwtss. Canadian turd data provided by CANNFJ( Financial 6cdonass Ltd.
http://moneycentral.msn:com/investor/charts/chartdl.aspx?PT=7&compsyms=&D4=1 &DD... 6/1/2011
S
June 6, 2011
Advisorsr.~c
David H. Stone
Attorney at law
Stone,. LaFaver 8 Shekletski
414 Bridge.. Street
New Cumberland, PA 17070
Re: Dorothy M. McNiss
Dear David:
Confidence in Every Financial Decision s"'
As per your request, below is the account value as of the close of business on Friday, March 18,
2011, for the above referenced client.
Account #00701446528 Fidelity Adv Freedom 2025 Fund $68,006.50
if you have any questions please give us a call
Sincerely,
rd .Gormley. CPA, CFP
EPGaaz
4999 Louise Drive, Suite 101, Mechanicsburg PA 17055
Tel: 717-506-2100 /Fax: 717-506-2111 /Toll Free: 800-349-8090
www.sfausa.com lemail: info~sfausa.com
Sccurctue Offc~ Tbrougb Stcuritae Service Network, Inc. Member FINRA/SIPC
Fee 6aeeJ advieory dervuxd offer through SSN.4Jvi.~ory, Inc., a regi.+terrd tnvedtment aavwor.
Verizon Communications Inc (VZ) -Stock chart, Index chart - MSN Money Page 1 of 2
~- ~ P$t( 82.64 -1.14 -1.79% g@jl2{ 38.46 -0.34 -0.92% p~q 30.99 -0.40 -1.28% U.S. markets open
Historical Prices
VZ 36.51 i -0.42 -1.14% Raa~ dms
Verizon Communicatitms Inc INrsE~
® + ® ~
Find Prices for: VZ GO
OUOTE FUNDAMENTALS EARNINGS ANALYSIS FINANCIALS OWNERSHIP
SUMMARY :OPTIONS :HISTORICAL PRICES
5/31n011
5n7n011
5nOn011
5J13n011
5/6n011
4n9n011
4n1n011
4/15n011
418n011
4I8f2011
M1no11
3n5no11
~. 3N8n011
3n1no11
3l4f2011
2n5n011
2J78n011
2l11n017
2/4n011
1n6no11
1n1rzo11.
1 H 4n011
1nr2o11
1/6n011
12r~1nolo
12n3n010
1?l17n010
12110n010
12l3n010
11n8n010
1lnsnolo
11H2n010
11l5n010
1 On9n010
10n2n010
COMMUNICATIONS INC
HIGH
38.9900
37.0355
37.4100
37.6600
38.3300
38.4200
38.0000
38.0050
38.7000
38.9500
37.3200
35.8400
38.6500
38.9400
36.32w
38.8100
36.naa
38.4800
36.s9ao
35.s1oo
36.5800
37.7000
36.aooo
35.5200
34.8300
34.0450
32.9000
32.8700
33.OOOD
33.3400
33.8200
32.7500
32.9300
LOW OPEN
36.6700 .38.9100
36.2400 36.7500
36.8000 37.2600
38.9500 37.2800
36.9000 38.3300
36.8200 37.0700
38.5000 37.6000
37.3400 37.7500
37.2600 38.5300
0.467 Ex-d"NiderW
37.4200 37.4400
38.3700 36.6800
33.3800 35.7400
35.6500 38.,300
35.8500 38.0800
35.3459 36.2400
35.6800 38.3100
35.7700 38.3000
35.3800 35.6400
3a.fi~o 34.6600
34.3500 35.3800
34.8800 36.5500
35.a1oo 36.a6oo
0.487 Ex-0ividend
35.3000 35.46
34.E 34.9100
34.0700 .34.2700
32.7500 32.9500
31.6000 32.1800
32.1000 32.6300
31.9500 32.8200
32.2500 33.3100
32.2300 32.7700
32.1900 32.3000
31.7600 32.5200
CLOSE
36.9300
38.6700
37.1500
37,2600
37.2800
37.7800
38.9100
37.8500
37.7200
38.4700
37.2900
35.8400
35.6500
38.0800
35.9700
38.6200
38.3900
38.3100
3s.s3oo
34.9500
35.4800
35.9300
35.7800
35.4400
34.8400
34.0400
32.9000
32.2700
32.5900
32.5800
33.4300
32.4800
32.0900
VOLUME
10,904,300
50,831,800
53,263,900
50,917,700
84,281,300
88,330,700
67,783,000
55,355,800
82,429.500
98,788,800
79,804,100
124,133,000
88,137,900
80,086.300
57,873,600
85,437,900
78,429,500
72,890,500
124,127,000
108,298,300
152,771,300
141,938,000
56,015,100
47,232,400
95,824,000
92,311,400
78,389.200
47,754,900
73,478,000
65,457.800
67,351,100
75,797,400
109,167,800
-"~ ' 3S. $~
C~ 3.-
~9 .ab : a =3y. co
~ ~ I t{ 8 S~iS
"~'~~
~ 39.E ~ g~
http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=7&compsyms=&D4=1 &DD... 6/1 /2011
Verizon Communications Inc (VZ) -Stock chart, Index chart - MSN Money Page 2 of 2
10/15/2010 33.2000 32.1700 32.9000 3T.4300 108,727,500
10/8/2010 33.6800 32.8100 32.9100 32.8300 116,891,700
10!812010 0.487 EX-drvidstM
10/1/2010 33.0900 32.4100 32.6100 32.8900 85,417,600
8/24!2010 32.6800 31.5800 31.8400 32.6400 94,450,600
8!17!2010 31.7500 30.8100 30,9900 31.6800 80,379,900
9/10/2010 30.9400 30.0700 30.2000 30.8200 58,300,100
9/312010 30.3500 29.2100 29.7800 30.2000 87,342,1X)0
8/2712010 29.9300 29.1000 29.5300 29.8400 88,021,200
8/20/2010 30.3800 29.1400 29.9400 29.3700 80,685,000
BH3/2010 30.3800 29.2300 29.8900 30.0300 94,221,500
8/8/2010 29.8000 29.1000 28.5400 29.5500 87,398,900
7!30/2010 29.2400 28.0300 28.0300 29.0600 113,509,200
7/23/2010 28.1800 26.4100 28.7800 28.0200 126,592,600
7118/2010 27.0700 28.4200 26.8500 28.6900 101,703,400
719/2010 27.2000 25.9900 27.1500 28.8500 97,757,900
7/712010 0.475 Ex-dividend
7/212010 27.2588 25.7988 28.8549 26.8100 142,881,100
812512010 27.5468 28.8879 27.4811 28.6888 81,530,300
811812010 27.4083 28.7146 28.8829 27.2287 93,099;800
8/11/2010 28.8980 25.2939 25.4901 28.8980 88,784,700
6/4/2010 25.9782 25.3219 25.5182 25.4341 69,217,80D
Page generated 8/1/2011 10:38 AM Eastern Dayligl'rt Time
DATA PF~VIDER8
Copyright ®2011 Microeotf. Ail rights reserved.
~uoles an roaHtirne for NA8DA0, NYSE and AMEX. Bee delay times far other sxdunges.
Fundanerxal oompstry data and hfslor~al d>•rt dW provided by ~,$~ . Real-tkne quotas provided by @AT3 Exdwwa. ReN-time irxka quota
and delayed quotas supp9sd by ld~ivs Data Real-Time 3arvkaa. Fund summary. fund peAormana and dividend data provided by : Analyst roeammandatfatu
provided by . SfodtBoatter data provided by ~. IPO data provWed by Hoovers Inc Index memtxrship data provided by 31X Tslekun.
Japanew stock prpcs data provided by Nomura Research Institute Ltd.: quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial EXrJwwae Ltd
http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=7&compsvms=&D4=1 &DD... 6/1/2011
+. At~entioh: Atto~'ney Stone
~.~~
r -
Here is the information for the above referenced account. If you need any further
information, Meese call me at '~ 17 720 6414.
DECEDENT ESTATE INFORMATION
1. Name(s) in which the account was held:
ADDED 5/5200
2. Acxount number: 16490
3. Balance as of date c 3/182011 $86,696.13
Balance Accrued Dividends YTD Dividends OPENED
Regular Savingz S1 $17,720.93 $9.00 $13.11 1126/1951
Christmas Club: S2 $200.16 $0.06 $0.13 YR 2006
Money Market: S6
Checking: S4 $17,993.37 $10.74 $30.72 7/52008
Money Market S14 $50,781.67 $33.46 $91.08 10/9/1989.
Certificates: Balance Accrued Dividends Certficate Number
N/A
$ _$
4. Date the account was initiated: N/A
5. Name(s) in which Safe Deposit Box was held: N/A
6. Date the box was initialty rented: N/A
7. Branch address at which the box is located:
8. Loan Information:
A. Unsecured Loans:
L14 Classic Visa Card
B. Secured Loans:
C. Mortgage Loans:
Balance Accrued Interest
N/A
WA
N/A
N/A $
$ $
$ $
9. Miscellaneous: