HomeMy WebLinkAbout01-17-12COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Of-REVENUE REV-1162 EX(11-96)
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 2 8-0601
RECEIVED FROM: PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 015467
GREENWALD ANN
423 SOUTH YORK ST
MECHANICSBURG, PA 17055
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO ATTY
CHECK# 4816
SEAL
INITIALS: HEA
RECEIVED BY:
REGISTER OF WILLS
5248.38
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
J 1505610105
REVS 1500 °` t°Z-~l~ f~>
PA Department of Revenue Pennsylvania OFFICIAL USE oNLv
Bureau of, Individual Taxes """""`"'""""""` de Year Rte Number
..
_..._ ..
PO BOX zBo6D1 INHERITANCE TAX RETURN COUnry Co
Harrisbur' PA a7iz8-o6oi RESIDENT DECEDENT ~1 ~ `
ENTER DECEeFtur turn uwrn.~ e..
Date of Birth MMDDYYYY
11 /03/1936
Decedents First Name
_ _
__.;
;Patricia R
Spouse's Flrsf Name
_... _..... Ml
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
__
-- -- -- -- -- - REGISTER OF WILLS
FILL IN APPROPRIATE OVid1Lt3 BELOW
~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death
O 4. Limked Estate
O 4a. Future Interest Compromise (date of
d Pnor to 12-13-82)
O 5. Federal Estate Tax Return Required
O 6. Decedent Died Testae
(Attach Copy of III), eath after 12-12-82)
O 7. Decedent Maintained a Livin Trust
g
0
8. Total Number of Safe Deposit Boxes
O 9. Litigation Proceeds Deceived (Attach Copy of Trust.)
O 10, Spousal Pove Credit Date of Death
m' (
O
Between 12-31-91 and 1-1-95) 11. Election to Tax under Sec. 9113(A)
(Attach Schedule O)
CORRESPONDENT - TNlS SECTI(JN MtJST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFOR
Name ~ MATION SHOULD BE DIRECTED T0:
n ons s uire~
Y
q __ _. .
-.
Daytime Telephone Number
.....
.... r
_
'~ _ »
~ ~
;
717 238-4777 ~
_
ll _..._
___ ~ ~ _ ~`'
c~ ~ , ;~ r,
', REGISTER OF IIIN~.~_U~SE~ONLY~."
, _~
First Line of Address ~ -. r-°
~.
~' r?-;
~
:112 Walnut Street ~ ...
__. ___ _ _
.~ ...,,1
•}
.
...
:
`: r
_ -
Second Line of Address .
_
,„ .
_.
'
-
~
,
-i •,
....
Ity or Post Office
_ -., 3
L._ ..
_ State 21P Code DATE FILED
__..
__ . _....
Harrisbur ~ ,
PA ' 17011
.. ..........:......
Correspondent's a-mail addt
Under penalties of perjury, I deGare
it ie true, co ect and complete. pec
SIGNA E OF PERSON Sea
AOORESS
112 W2
C
I have examined this return, Incfuding accompanying schedules and statements, and to the best of my knowledge and betlef,
'.Ion of preparer other than the personal representative Is Rased on all information of which preparer has any knowledge.
3LE FOR FIL G URN
DATE
~-/ 7 ~~/~
csburg, PA 17055
Street,
1505610 1105
IIII
PA 17101
PLEASE USE ORIOINpL FORM
Side 1
~ / //'
15D5610105 J
J 150561D205
REV-150 EX (FI)
9, Funeral Ex enses a
p ~d Administrative Costs (Schedule H} ... . ............... 9. ' 10,384.38 ;
10. Debts of Decedent, I~Aortgage Liabilities and Llens {Schedule I) ........ . ... . . 10 8,886 38
11. Total Deductions t
( Vital Lines 9 and 10) ... . .... . ...... . ... 11 18,270 76 s
............
_. _.
_.. ;
12. Net Value of Estate (Line B minus Line 11) ,, , , , , , , , , , , , 12 44,886 04
13. Charitable and Gove mental Bequests/Sec 9113 Trusts for which "" "
_.
an a action to tax ha
not been made {Schedule J} ................ . ....... 13.
14. Net Valua Sub act td
1 I Tax (Line 12 minus Line 13) ........................ 14 44,886.04
TAX CALCULATION • SI
15. Amount of Line 14 tt
et the spousal tax ra
transfers under Sec.
(a)(1.2) X .0_
16. Amount of Line 14 tz
at lineal rate X .0
17. Amount of Lane 14 to
at sibling rate X .12
18. Amount of Line 14 to
t 8
INSTRUCTIONS FOR APPLICABLE RATES
or
16
15,
ble '....... _ ...... ,. ..
44,886.04: 16, 2 019 87
.. ~...
ale : :
17.
..
a co ateral rate X . i ~ 18
19. TAX DUE ........................................................ 19 2,019.87
_.._ .. __
20. FILL IN THE OVAL If YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L 15D5610~205
II
I
Decedent's Social Security Number
_ ~o~dam•a Nam®: F~atricia R. Greenwald aka P.R Greenwald ' 396-32-8857
RECAPITULATION --~-
1. Real Estate Schad
{ ~tle A) .............................................
I ...
1. .... _.. .. ._ ._..._._ _. .............. ... ,...
..
2. ;
Stocks and Bonds ~chedule B) .........
{ _... .,...._
........ ....,,,,,,,,.,,,.
..... 2.
3. Closely Neld Corporation, Partnership or Sole-Proprietorship (Schedule C} ..... 3. i j
4.
Marigages and Not~s Receivable (Schedule D) , . ,
4 _..
5.
Cash, Bank De osit
p =; and Miscellaneous Personal Property (Schedule E)....... 5. ; 4,703 77
6. Jointly Owned Prop rty (Schedule F) O Separate Billing Requested ......
r 6 30
398 36
7. Inter-Vivos Transfe
8 Miscellaneous Non-Probate Property ,
_ . _ ...
'
(Schedule G} O Separate Billing Requested........ 7. 29,054.67
B. Total Gross Assets) (total Lines 1 through 7) . . ......................... 8, 64,156,80
Slde 2
15D5610205
O
<>~
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
Patricia R. Greenwald
STREET ADDRES:i~
423 S York Street
ciTv
Mechanicsburg
Tax Payments and Credits:
1. Tax Due {Page 2, Llne 19) ',
2. CredkslPaymenis
A. Prior Payments __
B. Discount -~-t.___~
---r--
3. Interest II
File Number
STATE Ztp
PA 17055
(1) 2,019.87
1,697.17
4. If Line 2 is greater than Line 1 +~ine 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 request a refund.
5. If Line 1 + Line 3 is greater than L~ne 2, enter the difference. This {s the TAX DUE.
Total Credits (A + B) (2) 1,786.49
(3)
(4)
f5) 233.38
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER T(I
1. Did decedent mat
a. retain the use
b, retain the right
c. retain a revers
d, receive the prc
2. If death occurred,
without receiving r
3. Did decedent own
4. Did decedent own
contains a benefic
IE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE
BLOCKS
e a transfer and: Yes No
Ir income of the property transferred .....................
to designate who shall use the property transferred or its income .........................
Mary interest ............... ^
Wise for life of ekher payments, benefits or care? ....................................... .
fter Dec. 12, 1992, did decedent transfer property within one year of death
dequate consideration? .............................................................................................................
" . ~ ^
an
in trust for" or payable-upon-death bank account or security at his ar her death7 .............. ~ []
3n individual retirement account, annuity or other non-probate property, which
rry designation? ...................... ^ ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN,
For dates of death on ar after July 1, 1 94, 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 I?S. §9116 (a) (1.1) (i)].
For dates of death an 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 perct3nt
[72 P.S. §9116 (a) (1.1} (ii)]. The statu 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 ev n If the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2 0:
• The tax rate imposed on the net v lue 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 a child is 0 percent [72 P.S. §9116(a)(1,2)].
• The tax rate imposed on the net vale of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except asnoted in [/2 P.S. §9116(a)(1)].
• The tax rate imposed on the net va ue 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 individua who has at least one parent in common with the decedent, whether by blood or adoption.
HEV-1$08 EX+ (7.1-10}
pennsy~vani~i SCMEpULE E
~~ DEPAFiTME4T O!' F:NVEAUE
CASH, BANK DEPOSITS 8c MISC.
iNMER[TANCE TAx RETUaN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF:
Patricia R. Greenwald P. R. Greenwald FILE NUMBER:
2111-0789
Indude the proceeds of litigation and the date the proceeds were received by the estate.
___ ai Property iointFy owned with right of survh-orship must be dbclosed on Schedule F.
ITEM
NUMBER ~ DESCRIPTION VALUE A7 DATE
OF DEATH
1. Refund: Internal evenue Service
840.00
2. PNC Savings Acc~unt No. 5080515372 - Letter from PNC attached.
1,363.77
3, Furniture and hou~ehold goods. Decedent lived a simple and frugal life.
2,500.00
_. ~ 70TAL (Also enter on Line 5, Recapitulation) ; 4,703.77
If more space is needed, use additional sheets of paper of the same size.
- III
REV-iSDg EX+ (oi-io)
~ ~~ pennsylvan~a
~~'~~ DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~~
SCNEI~IILE F
JOINTLY-OWNED PROPERTY
P.EV-1510 EX+ {08-09)
~'~'~" ~sennsylvania
!'
•` DEPARTMENT 4F REVEWUE
INHERITANCE TAX REnyRN
ftESlDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
Patricia R. Greenwald a/lu ja P. R. Greenwald FILE NuMBEIR
2111-0789
This schedule ri hust be completed and filed if the answer to any of questlans 1 t hrough 4 on page three of the REV 15001s yes
ITEM DESCRIPTION OF PROPERTY
NUMBER '"~ n+E
TfE DATE ~ THE iAaNSR:AEE, THElA AEUT1oN5Hm ro pECOOENT aNO
TRANSFER. aTTAgI a croPY or THE oEEa tort aEw ESTaTE DATE OF DEATH
VALUE OF
S % OF DECD'S EXCLUSION TAXABLE
. A
SET INTEREST !F AR~I.ICABLE VALUE
4• -2010 Ford Fusion to A n Greenwald
daughter of Decedent t
f
d
,
rans
erre
.
Appraisal attached. D to of transfer 3-28-2011.
2U,900.00
100 3,000.00: 17,900,00
2• •PNC Investment Acco nt No. 8381- 7411 Transfer on death to Ann
Greenwald, daughter & John T. Greenwald, son, PNC investment Itr attached.
..
i
_.
I
_ ~
.,
~, •
_ 'I , 11,154.G7
. 100:
11,154.67
.:
;
_.
...:......
i?Eli 751.7. EX+ (tU-nc'r
~ ~.:: pennsylvan~a
DEPq RTMENT OF kEVEiJIhi
INHERITANCE TAX RETIVRN
ESTATE OF
Patricia R. Greenwald a/luCa P. R. Greenwald
FILE NUMBER
2111-0789
_
~' Decedent's debts must he reported on Schedule I.
-
ITEM ~
NUMBER
A,
FU1~lERAL EXPENS DtSCRIPTION AMOUNT
S:
i. Myers-Buhrig Fu neral Home and Crematory, Ltd.
4,663.00
American Legio Post 109 -Room Rental
8
2
6.38
Burial Plot
j 500.00
s. AUMINISTRA'~ IVE f ~rSfS: -
1. Personal Represen ~a`.ira Commissions:
PJame(si of ~ersonal Representative{s) __
..
---------------- --- ------
StreetAddr .
~W.._._.___------
55
._____.__.~___.~_._._______._-__..------------.---_._..___.._..._.__..__~..-----
-
Clty ._._.__.__I •-
---.____...~
-- --. - -- __ - __ State ___~__ ZIP ____
Year(s) Com
I fission Paid; __`W_--------.__._..__. _.-._ ___._----------__-W._.~~ ,_____- _
2, I
Attorney Fees; ~~
I
4,500.00
~~ Family Exemption: ~Tf decedent's address is not the same
l
i
'
I as c
a
mant
s, attach explanation.)
Claimant
-+
---
Street Addre~ _
s ~ _~ -___ ^
T .
City
_...___.. _. _
--
_._.__...._.._.---__ __ ._..___._..__.._..._.._....__._ State--._..~... 2IP
.-_. __.______..__..._
Re}atianchip . f Claimant tc Decedent V_~. _-__ _ -~~._._. ~-
-~._____
4. Probate Fees
i
S, Accountant Fees: ~',
6• i
T•.; Return ~'reparrr~
Fezs:
aoo.ao
~• Register's Fees Ex planation -Inheritance Tax Rtrn - $75.00 & Probate wlo Issuance of Letters - $20
00
i .
35.00
i
i
__~__~ TOTAL (Also enter on Line 9, Recapitulation) ..
# 10,384.3$
If more space is needed, ure additional sheets of paper of the same size,
~CHE[~ULE M
PIJNERAL EXPENSES AND
ADMINISTRATIVE COSTS
REV-1512 EX+ (i.2-OB)
pennsylvan9a SCHEDULE I
.' DEPARTMENT OF REVENUE DEBTS OF DECEDENT
INHERITANCE TAX RETIyRN MORTGAGE LIABILITIES >$ LIENS
RESIpENT DECEDENT '
ESTATE OF ' FILE NUMBER
Patricia R. Greenwald a/k/ P. R. Greenwald 2111-0789
Report debts incurred by a decadent prior to death that remained unpaid at the date of death, including unrelmbursed medical expenses.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1. _ ,_
LI,S. Treasury -1 11 Income Tax 665.00 '
2. Rhonda Shaffer - E~ayment to landlord for Excess 1Q 2011 utilities 1,000.00
,. _.
3. I~SAA I~ 161.77
4. GEMB Rental Insu~ance
59.61
_.
5. Hos 'ce of Central
P~ PA - 1,000.00
s. Advance from Ann
Greenwald for ex nses and attom
pe ey's fees 6,000.00
_.
i
I
I
!,
,_
__ ...
_.
~I ,..
TOTAL (Also enter on Line 10, Recapitulation) # 8,888.38
If more space is needed, insert additional sheets of the same size
pin"~yt~a~ria SCH~D~i~.~ ,J
INHERiTANLgTA;:R RN B~N~F',~~;~i~ii:~
RESIDE1Vr ~ .
lSTATie OF:
Patricia R. Greenwald a a p, R, Gt~eanwa[d ~~ NuMeER;
2111-0789
NUMBER NAME ND ADpRESS OF PERSON(S) RECEMNG PROpERTy RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
I TAXABLE DISTRIB ONS [Include outright spousal dlstributlons and transfers under Do Not Lbt Trwt~e[t) OF ESTATE
Sec, 9!!6 (a) (1.2),)
1• Ann M. Greenwa~d - 423 S York Street, Mechanicsburfl, PA 17056
~, Daughter 5D%
2. John T. Greenwa~d .4509 Grandv;ew Road, Larsen, VII! 54947 ~
5D96
ENTER DOLLAR NMOUN 5 FOR pISTRIDUTI0N5 SHOWN ABOVE ON LINES IS THROUGH iB OF REV,I500 COUEA SHEET, AS AppROpwA~,
II NON i7JU18[E DI5TRIB TIONS
A. SPOUSAL D[STRIB ONS UNDER SCCiION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1, j
I
B, CHAkITABLE AND GD~IERNMENTAL DISTRIBUTIONS:
1.
',
TOTAL OF PART IT - TER TOTAL, NON TAXAB .~~-'_
LE NISTRIBUT[ONS ON LINE 13 OF REV•1500 COVER SHEET. j
i If more space Is needed, use' additional sheets of paper of the same size.
' Aug. 5. 2011 1:29PM PNC BANK Na. 1130 P. 1/2
~'iM
l.6A~tJ THE WAY
August S, 2011
John F. Lyons, squirt
112 Walnut Stye
Flaxrisburg, PA 1 7101
RE~: Patricia Greenwald
SSN: 3 -32-8857
bOD: /1512011
Dear Mr. Lyons:
In response to yo1ur request for Date of Desth (DOD) balances for the customer noted above, our
records show the I following:
Checking Acco ~ t
Account # 50805 1115 Established; 06/0512007
PATRICIA R (~REENWALD
ANN (3~EBNWARLD
DOD balaaeo: $ 34,13b.40 + 1.51 aeerucd intece,9t
Interest paid O1/ 112011 thnt 04/15/201 I - $4.30
Savings Accoun
Accourn # 5080515372 Established: 05/08/1995
PATRICIA R aREENAWALD
bOD balances: ~ ,363.72 + .OS accrued interest
Itttarest paid 01/0/2011 thru 04/15/2011- $0,17
Investment A t
The decedent Investment Accrnmt #97729051. For further infotmadon, you may ca11 the
Brokerage tat 1-800-762-6111.
Please note that thi I office provides date of death balances for deposit accamb (lltAs, CDs. Checking aad
Saviags). We do n t process any flt~nelai tranraetioas or provide statanebts. li'you need assi:tauco wfth
aDy oftbese items, )ease call 1-888-1'NC-BANK (1-88762-2265) or stop by Your local PNC Bank branch
oflfiae.
Sincerely,
National Financia~ Services Cetrter
PNC Bank, N.A.
Member FDIC
Page 1 of 2
ACCOUNT:
DOCUMENTS:
`••~ N~,TIO~NA,L B
ANK
ra~~; 1
115898480 04/04/2011
3
IIII 002,8,
-_ ', PATRICIA R GREENWALD
ANN M GREENWALD
'
423 S YORK ST 04
',
MECHANICSBURG PA 17055-6405 O
~ 3
I
---simma==xxiar
Ii cxxxi=xxoasaxexo=aaxam.i siox xxiiaisxoxa xca~ta.e c xxo xcam=xcxaais xxxia=x
, LOFT MINIMUM INT CKG ACCOUNT-1 1 5 89 8-48 0 ~ - ~ ~ - -
`-.-.
aaisaecaxoaaax
DESC °Ois===asQxsoomaoxoeam=axxxoasxoooo.
_
=ai'axxa.~mii=====ii=
IPTION
=
DEBITS CREDITS DATE BA
LANCE
BALANCE LAST S ATEMENT
CHECK ~ 2629 i ..,,,,,,
..........
" " " " " " ' 03/04/11
25,231.49
CHECK ~~ 2630 ~ 582.00 03/17/11 24,649.49
CHECK ~~ 2631 536.40 03/18/11 24,113.09
544.44 03/22/11
KANSAS PAYMT C~'R CHILD SUPP 000000042199109 1
544.00 04/04/11 23,568.65
2
INTEREST , 5,112.65
BALANCE THIS S~ 1.03 04/04/11
ATEMENT 25,113.68
.....•,,,.,,,.•...,..••.•.•• „ _ 04/04/11 25,113.b8
TOTAL CREDITS~'I (2) 1,545.03 MINIMUM BALANCE
TOTAL DEBITS I (3) 1,662.84 AVERAGE $ALANCE 23,568.65
24,367.25
Cif-x2---Si2--~ Rai22aismxxSa sitmoa=SC-S-Ci i62 ~Cii ii~iii2=2.f i=06222-iiC= 2S®iim=xSil~i
2- YOUR CHECKS SEQUENCED
x==~aisa2sQSi~
DATE
CHECK 2xx=®==Si=a====:==m.msc2=2
msxo2=asm®aiissoaieiaii2c2aas
m222ascxSSi
...
. .....AMOUNT DATE...CHECK ~-~,.....AMOUNT DATE...CHECR ~~. .....AMOUNT
03/17 2629 '!, 582.00 03/18 2630 536.40 03/22 2631 544.44
--I-------- INTERES T----------
AVERAGE LEDGER.
INTEREST PAID T p-LANCE; T4,3b7r25•- INTEREST EARN~:D: -
IS
03
1
INTEREST PAID 2 PERIOD; 1.03 DAYS IN PERIOD;
11: .
INTEREST RATE; I 4.10 ANNUAL PERCENTAGE YIELD EARNED; •05Y.
.0500
'~ *** C O N T I N U E D
SEE REVERSE 61DE FOR fNPORTgNT WFOR ATION.
130 00001 O1
ACCOUNT:
DOCUMENTS:.
,~... ~rlo~. B~wK
~~
~~_.. ', 002181
r,_ III PATRICIA R GREENWALD
ANN M GREENWALD
423 S YORK ST
MECHANICSBURG PA 17055-6405
04
0
0
__~~~~~~~~ma~aa
--- -- -- ~t~~~~~~~s~mmcmoaaammoe~eoooamraaasa~~~~~~~~~ss~aoemss~em®o saaaQOo
-- -- --L--OW -HIN-IMUM iNT CK~-AC-COUNT--1-~5$9$4g0 _.
T~C~aC ~=pppi QlYCS
DESCR _
~aa~®esme®i~~sa~t~same®s=CC~C=oa~~saam®~~s~tsiiiOCCC~C~a6 T..a :=~o~e~
PTION
DEBITS CREDITS DATE BALANCE
BALANCE LAST ST
KANSAS PAYMT CT TEMENT ..................
CHILD SUPP 000000042903273~~~1
INTEREST ,544.00 06/02/11 28,202.72
BALANCE THIS ST 1.10 06/03/11
TEMENT 28,203.82
............................... 06/03/11 28,203.82
TOTAL CREDITS
" TOTAL DEBITS (2) 1,545.10 MINIMUM BALANCE
(0) 26,658.72
.00 AVERAGE BALANCE 26,761.65
- - - - - - - - - INTEREST - - - - - - - - -
AVERAGE LEDGER B
INTEREST PAID TH LANCE; 26,761.65 INTEREST EARNED;
IS P 1.10
INTEREST PAID 20 ERIOD: 1.10 DAYS IN PERIOD:
11: 30
INTEREST RATE: 6.24 ANNUAL PERCENTAGE YIELD EARNED: .05X
:0500
- - - ITEMIZATION OF OVERDRAFT AND RETURNED ITEM FEES - - -
******** ******************************************************it*,t*****
* ~, ~ TOTAL FOR ~ TOTAL
_*-------'~ _ ~ THIS PERIOD ~ YEAR TO DATE
*-TOTAL- VERDRAFT-FEES:-~----- I ------~ --. 00--~,.-i=--- --- --.~..oo~~ ~*_ . - -~ -
-------------i---- 00----*
* TOTAL ETURNED ITEM FEES: ~ .00 ------ *
PAGE: 1
115898480 06/03/2011
0
L
. 1
T
__
,~: ~-~:,LINCOLN
' ~ MERCURY
,._.-
%~
,3
/ ,~~~ his z, ~C
1100 Market Street Lemoyne, Pennsylvania 17043 Phone: (717) 761-6700 or (800) 422-3673
FAX; {717) 761-3951 www.lbsmithford.com
~P C
1N 57'MENTS
Member FI RAend SIPC
August 16, 2011
John F. Lyons
112 Walnut Street
Harrisburg, PA 17101
RE: 8381-7411 / Patl
Dear Mr. Lyons:
The value of the above
0.070
123.659
280.188
If you have any
Sincerely,
PNC Investments, LLC.
Estate Resolution Desk
KSJ
CC: Mark J, Sharrar
The summaries, prices,
reliable but are not neci
only. Past pertormance
R. Greenwald (Transfer-0n-Death Individual)
ITerenced account on April 15, 2011 is as follows:
~ i ' ~ rn
^^-- r .
I ~-M9 Cr }oil , u
Instf Cash Portfolios Money Market _ N/A
Icific Growth Fd CIA _ AEPG;
Contrafund Advisor New Insights Fd CIA FNIAX
Grand Total (Market Value + Accrued Ini
_.. i ~ 1.00 $ 0-07
$43.37 $ 5,363.09
$20.67 $ 5.791.51
154.67
ease contact our Estate Resolution Desk at 800-622-7086.
's and/or statistics contained herein have been obtained from sources believed to be
fy complete and cannot be guaranteed. They are provided for Informational purposes
not guarantee future results.
PNC lnvestrl~anes i.lc
Member of l~he PNC Financial Services Oroup
1900 East Nihth Street 87-YB13-16-1 Cleveland Ohio 44114-3404
www.pnc.co i
Important Imre tments Information: Brokerage and Insurance products are:
Not FDIC Inw d • Mot Bank Owrantead ,May l.oae value
Securities and b kerage services are provided by PNC Investments LLC, member FINRq end SIPC.
Mnl1ilif?c anri nt n u~~„nonno nmrla~,~-,.,~..Ff..~.~l,. n•in ~._..
11~Iyers - Buhrig Funeral Home :t.ttti Crematory, i.t~i.
Serving Our Community for over 104 Years
l2ol~eo-t L, tiul~ci,~, sir., Suhc~c~r~lsur - i)ircrc~lnc~tiu~Myc•rs-13ul~rit;.cnfrt - (717! 7C~ii-:~~}"?1
a7 I~;;~si. M~eir~ `il.re•ct Mcx~Ranictihur~; - I'crursyiv;uti.~ - 17Ui5
BIII ~To ::, , '
~~
Ann Greenwald
423 South York Street ~~
Mechanicsburg, PA 1?055 ~,
[INVOICE
Invoice Number: 10010
Invoice Date: Apr 18, 2011
Page: 1
' `~Nsme of.Decer ~ Deta of Dt'otth ~' Payment,Terms , ';' :puneral Director.
Patrida Greenwal Aprll 15, 2011 Net 30 Days Robert i.. Buhrig Jr.~
,, , ;, ~ ~`Descriptbn."~ ~ ~'' ~ ,. , ;:. 'Uni;~Ptice'
r~C Faciities, Staff and Equipment
M Merchandise
SSO-Direct Direct Cremation with Alternative Container
CA Cash Advances
$ 3,596.00
mouRi . '::.;' -.
$ 298.00
$ 209.00
$ 3, 596.00
$ 560.00
Subtotal _ ~$ 4,663.00
Shipping _ $ 0 ~
Sales Tax $ 0 ~
Total Invoice Amount $ 4,663.00
PaymenUCredit Details: C1~006, C10007 Pa ent/Credit Appied $ 4,663.00
~~ ~
iroT,~:DIi~ _ o.oo
Pest due accounts are subJect to late (charges of 1.596 per month.
~~
~I'I-~•~~,1~ v.~~r tier •~linu~ir~er nc (v~ er*rvr• vi~ct arm v~~rcr iati~i~v
ROOM DENTAL APRiL 19, 2011
FOOD $4.95 A PERSON
SALAD I~I,
BAR TE DER
TAX
TOTAL
THANK Y~U
JODi 6 II
EC~CEY MANAGER
AMERICAIN
LEGi~N COST 10~
198.00
25.00
50.00
13.38
286.38