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HomeMy WebLinkAbout04-03-1215D5611188 REV-1500 EX (oz-tt)(Fq Y' Pennsylvania OFFICIAL USE ONLY PA Department of Revenue °O`"'""''"`"`~"` County Code Yaar FileNumbar Bureau oflndividualTaxes INHERITANCE TAX RETURN Po Box 2soeo7 Harrisburg, PA 17128-0807 RESIDENT DECEDENT 21 11 0 8 7 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 201 46 9806 D7 26 2D11 03 22 1956 Decedent's Last Name ~ Suffix Decedent's Frst Name MI Dellinger Randall G (lf Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Dellinger Gail g Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 1,77 50 4711 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW s ~. Original Retum O 2. Supplemental Retum Q 3. Remainder Retum (Date of Death Prior to t2-73-82) L=1 4. Limbed Estate o 4a. Future Irnerest Compromise (date of O 5. Federal Estate Tax Retum Required death after ~ 2-~ 2-82) ~ 6. Decedent Died Testate » 7. Decedent Maintained a Living Trust B. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) D 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O t1. Election to Tax under Sec. 9y73(A) Between 72-37-91 and 7-'1-95) (Attach Schedule O} CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name Daytime Telephone Number Robert C• Saidis, Esquire 717 243 6222 First Line of Address Saidis, Sullivan & Rogers Second Line of Address 26 West High Street City or Post Office Carlisle State ZIP Code PA 17013 REGISTE R OF W IL LS USE ON)aY -.. ., r ~ -7 ' ~ r -Yi Y. ~-- ( I-rl ~':l C.J `.f /\ -7 -,-i J F) r,'7 ~. i Correspondent's a-mail address: rS21dIS@SSr-attOrneyS.CORI Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the beat of my knowledge and belief, it is true, correctand complete. Declaration ofthe preparerotharthan personal representative is based on all information of which preparer has any knowledge. SIGNATUREDN RESPDN518L FF~ING ©~~ ~ qT~~ DDRESS 301 Mechanicsbl Carlisle, P~17013 PLEASE USE ORIGINAL FORM ONLY Side t 15II5611188 15D5611,188 Rev-1500 IX (FI) 1505611288 Decedent's Social Security Number Decedent's Name: Randall G Dellinger 201 46 9806 RECAPITULATION 1. Real Estate (Schedule A) ......................................... 1, o o 0 2. Stocks and Bonds (Schedule B) .................................... 2. 14 , 2 8 5 • 3 5 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ...... 3. o • o 0 4. Mortgages and Notes Receivable (Schedule D) ......................... 4, o • o 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5. 2 3 , 7 21 • 0 3 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ...... 6. o - o 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested ...... 7, o . o 0 8. Total Gross Assets (total Lines 1 through 7) ............................ g. 3 8 , 0 0 6 • 3 8 9. Funeral Expenses and Administrative Costs (Schedule H) .................. g. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 11. Total Deductions (total Lines 9 and 10) .............................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ................... .......... 12. 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. TAX CALCULATION -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.oo 38, 006 •38 1s. 16. Amount of Line 14 taxable at lineal rate X .045 0• o 0 1 g. 17. Amount of Line 14 taxable at sibling rate X .12 0 • o 0 17 18. Amount of Line 14 taxable at collateral rate X .15 0• o o y g 19. TAX DUE .................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611288 1505611288 o.oo 0.00 o.oo 38,006 • 38 0.00 38,006.38 o•oo 0.00 a.oo o.oo o•oo O Rev-1500 EX (FI) Page 3 File Number Decedent's Complete Address: 21 11 0878 DECEDENTS NAME Randall G. Dellinger STREET ADDRESS 301 Chickory Circle CITY Mechanicsbur STATE ZIP PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (1) 0 00 A. Prior Payments 0.00 B. Discount 0 00 Total Credits (A + B) (2) 0 ~~ 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT Fill in oval on Page 2, Line 20 to request a refund . . (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 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 ......................... . d. receive the promise for life of either payments, benefits or care? .... . 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................... ... 3. Did decedent own an "in trust fog" 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. Sect. 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 percent [72 P.S. Sect. 9116(a)(1.1)(ii)]. The statue 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 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. Sect. 9116(a)(1.2)J. • 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. Sect. 9116(a)(1)J. • 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. Sect. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV -~ 503 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE B STOCKS & BONDS es i a i t ~r FILE NUMBER Randall G. Dellinger 21 11 0878 (It more space is needed, insert additional sheets of the same size) REV-1508 EX+(11-10) Pennsylvania SCHEDULE E 1]f'FAR7M4 ry'( tlf HE V' Nu~~. CASH, BANK DEPOSITS, & MISC. INHERITANCETAX RETURN PERSONAL PROPERTY RESIDENTDECEDENT is i A i t Ur: FILE NUMBER: Randall G. Dellinger 21 11 0878 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 AmeriChoice Federal Credit Union Savings Account 11524-0001 32 22 Per 9/12/11 letter 2 AmeriChoice Federal Credit Union Checking Account 11524-0013 177.08 Per 9/12/11 letter 3 AmeriChoice Federal Credit Union Savings Account 5753-0001 I 2,154.69 Per 9/12/11 letter 4 AmeriChoice Federal Credit Union Christmas Club Account 5753-0009 I 850.00 Per 09/12/11 letter 5 IBM Corporation check dated 9/27/11 4,192.90 6 IBM Corporation, check dated 8/8/11 110.84 7 IBM Corporation check dated 8/1/11 -vacation pay 1,203.30 8 2010 Kia 15,000.00 Sales price TOTAL (Also enter on line 5, Recapitulation) f 23, 721.03 If more space is needed, insert additional sheets of the same size I REV-1513 EX+(01-10) pennsylvania SCHEDULE J INHERITANCETAX RETURN BENEFICIARIES RESIDENTDECEDENT is i a I t car: FILE NUMBER: Randall G. Dellinger ~~ 11 r1R7R NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee s) vAMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and , transfers under Sec. 9116(a)(1.2).] Gail B. Dellinger Surviving spouse 38 006.38 301 Chickory Circle , Mechanicsburg, PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH is OF REV-i 500 COVER SH E ET, AS APPROPRIATE. II 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 13 OF REV-1500 COVER SHEET. If more space is needed, use additional sheets of paper of the same size. < , ~~ n ,-__, LAST WILL AND TESTAMENT ~rJ = :~ ~ ~ .r_, ~- ~~~ ~.^. ~ u5 ~ c~ :`:; :i r, RANDALL G. DELLINGER ~"~~~ ~ _, .__ QL -__ -n I, RANDALL G. DELLINGER, of Boiling Springs, Cum~erla:t1 ;= ~'~~ ,. ;.~ rn ~- ~~~ G County, Pennsylvania, .being of sound and disposing mind, memory '~' and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revolting all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my ~I ~i rc' last illness and funeral from my estate as soon after my death as conveniently may be done. If there be no cemetery .lot available for my interment owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefore funds from my estate in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, I authorize my personal representative to expend SAIDIS, GUIDO & MASLAND 26 W. High Street Carlisle, Pa. funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SECOND I give, devise and bequeath all the rest, residue and remainder of my estate to my beloved wife, GAIL B. DELLINGER, ,~ absolutely and in fee simple if she survives me by thirty (30) days. THIRD oil In the event that my wife, GAIL B. DELLINGER, fails to survive me by thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares unto my children, KARIN L. DELLINGER and BRIAN M. DELLINGER, per stirpes, provided, that if any of my children have not attained the age of 22 years, then I give, devise and bequeath my entire estate together with any other property which may be added, unto COMMONWEALTH NATIONAL BANK, IN TRUST, upon the following terms and conditions: (A) To hold, manage, invest and reinvest the SAIDIS, GUIDO & MASLAND 26 W. High Street Carlisle, Pa. principal so received, and accumulation of income thereon, and to use, pay and apply the income and principal or so much thereof as in Trustee's sole discretion may be necessary for the maintenance, support, medical expenses and education of my children whether the same be born before or after the signing of these presents. (B) The payments authorized by this trust shall be made without any regard to equality of distribution among my said children and without further responsibility to said children or to any person taY.ing .care of said children. Said payments may be made by my trustee directly to said children, or such of them as may be, in the sole opinion of trustee, of such age and ability to handle properly the - 2 - f funds so paid, or may be made directly to the person having custody and care of any of said children, or may be made directly to any institution entitled to such payment by reason of services rendered or to be rendered to any of said . children. (C) The amount to be paid for the benefit of any of my children shall be determined from time to time by the need of each child, and the amounts and times of said payments shall be determined by such need, provided that payments be made at least monthly. (D) All payments of principal and income hereby given shall be free from anticipation, assignment, pledge or obligations of beneficiaries, and shall not be subject to any execution or attachment. (E) All principal and accumulated income, not so applied, shall be distributed in equal shares to my children, per stirpes, when my youngest then-living child attains the age of 22 years. FOURTH SAIDIS, GUIDO . & MASLAND 26 W. High Street Carlisle, Pa. I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. FIFTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his/her absolute discretion: - 3 - i ~ (a) To retain in the form received, or to sell either at public or private sale any real or personal property; (b) To exercise any options to subscribe for stocks, bonds, or other investments. (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may. hold stocks, bonds or other securities; ~I SAIDIS, GUIDO & MA,SLAND 26 W. High Street Carlisle, Pa. (d) To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his/her sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (e) To make settlements and compromises on such terms as my personal representative in his/her sole discretion may deem wise without the necessity of obtaining any court approval thereof; (f) To make distribution hereunder either in cash or kind, as my personal representative in his/her discretion may deem wise. SIXTH Should my wife, GAIL B. DELLINGER, predecease me, I appoint STEVEN R. SPEISS, Guardian of the persons of my minor children. - 4 - r SEVENTH Should my wife, GAIL B. DELLINGER, predecease me, I appoint COAiMONWEALTH NATIONAL BANK, Guardian of the property of my minor children. EIGHTH I do hereby nominate, constitute and appoint my vaife GAIL B. DELLINGER, to act as Executrix, of this my Last Will and Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct the duties of Alternate Executor be performed by RICHARD N. DELLINGER. NINTH SAIDIS, GUIDO & 1VIASLAND 26 W. High Street Carlisle, Pa. I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be i required to give bond for the faithful performance of their ~ duties in any jurisdiction. IN WITNESS WHEREOF, I, RANDALL G. DELLINGER, have hereunto. set my hand and seal to this my Last Will and Testament, consisting of five typewritten pages, the first four of which bear my signature in tYle margin for identification, this z3"'~a day of 1vtA,-f 198`) . Randall G. Dellinger ~ Signed, sealed, published and declared by the above-named Testator, RANDALL G. DELLINGER, as and for his Last Vdill and Testament in the presence of us, who have hereunto subscribed our - 5 - names at his request as witnesses thereto, In the presence of said Testator and of each other. ADDRESS (~ liU /' .~ ~~~+'lQ~„~ /r~ • ~~~~O.I1QI~ ADDRESS c~~n ~~.P.,~.Ll. ~l~J[1 ...~1~/IDD~ II SAIDIS, GUIDO & MASLAND 26 W. High Street Carlisle, Pa. COMMONWEALTFI OF PENNSYLVANIA: SS COUNTY OF CUMBERLAND WE, RANDALL G. DELLINGER, ROBERT C. SATDIS, and MICHELLE L. SHEARER the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he signed willingly and that he executed. as his free and voluntary act for the purposes therein expressed, an that each of the witnesses, in the presence and hearing of the Testator signed the Will as witness and that to the best. of their knowledge the Testator was at the time 1S or more years of age', of sound mind and under no constraint or undue influence. Randa Dellinger; Testator ~ ~ ~./L Rober C: Saidis, Witness `~~ t(~A~ ~~ ~_.`~ . ~ Q.~~.nrtn Michelle L. Shearer , Witness SAIDIS, GjJII{-O & MASLAND 26 W. High Street Carlisle, Pa. Subscribed, sworn to and acknowledged before me by RANDALL G. DELLINGER, the Testator, and subscribed to and sworn or affirmed to before me by ROBERT C. SATDIS, and MICHELLE L. SHEARER , va-itnesses, this a3~day of ~~,\~ 198~t. otary run.~.c . .~-. 4i~TAP1:":L SEAL i(AhL11 L. L[t!i:E~?, MOTA(~`( PUBLIC CARL;SLE BORO., CG;::w@RL(.;ii1 CI:UtlTY MY COtJ'iM155fON EXPii~ES FEBRUARY 20, 1993 h,5 CODICIL ~~ ~' ~~ ~J r..• ~~ t~ OF ~~ 2 n ~:. a ~:~ ~C..? RANDALL G . DELLINGER ~ ~'' ~ ~~ _ °' -., ~ _ ::_ C70~r-~ ?' ~u ~~i I,' RANDALL G. DELLINGER, the within named Tes~~~or, d~o ~.~ ~=~ ~., t' _ T - r- hereby make .and publish this Codicil of my Last Will and ~ ~~ Testament dated May 23, 1989. FIRST I hereby-amend the THIRD provision of said Last Will and Testament to substitute American Express Trust Company as Trustee and hereby delete Commonwealth National Bank., as Trustee. SECOND I hereby amend the SEVENTH provision of said Last Will and Testament to delete Commonwealth National Bank as Alternate Guardian of the property of my minor children and hereby substitute American Express Trust Company as Alternate Guardian of the property of my minor children. THIRD. In all other respects I hereby ratify, confirm and republish my Last Will dated May 23, 1989 together with this sole Codicil as and for my Last Will. IN WITNESS WHEREOF, I, RANDALL G. DELLINGER, have hereunto SAIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Ctulisle, PA set my hand and seal to this Codicil to my Last Will and Testament this _ ,~2~day of , _.199! __ ~~ Randall G. Dellinger Signed, sealed, published and declared by the above-named Testator, RANDALL G. DELLINGER, as and for a Codicil ,to his Last Will and Testament in the presence of us, who have hereunto. subscribed our names at his request as witnesses thereto; in the presence of said Testator and of each other. ./~~ ~'r ADDRESS ~~ ~-~ /••~• r-~• /• ~~ ~~ • ~~ .~ ~ -••' ~~~I~" ,,;"=~~.~,/~ ADDRESS r~~~~ ~~ ~~ ~i~,,~ COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF CUMBERLAND WE, RANDALL G. DELLINGER, ~ROSERT C. SAIDIS and KANDI L. LENxER , the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Codicil and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the Codicil as witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. R~.~-a..a~G . r. Testator Saidis A ,/~Titn~ss SAIDIS, GUIDO, SHUF'F & MASLAND 26 W, High Street Cazlisle, PA '~•1Kei Witness Subscribed, sworn to and acknowledged before me by RANDALL G. DELLINGER, the Testator, and subscribed to and sworn or affirmed to before e by Robe c. saidis and xandi z. Zenker witnesses, this~~day of '! 3%'~' ~~ .~...~ NOTARIAL SEAL Ot •ry Public JOAN E. SMtYH, NOYAPIY PUBFJC CARLISLE BOROUGH, GUIv1BER111ND CO. PA MY COMMISSION vCPIRES MARCii 23,2000 (romputershare Gomputershare investor Services 250 Royali Street Cantor Massachusetts 02021 wv,.w~<computershare.com CAYLE D SWINDLER SAIDIS SULLIVAN & ROGERS 635 NORTH 12th STREET SUITE 400 LEMOYNE PA 17043 October 7, 2011 Company: IBM Registration: RANDALL G DELLINGER Holder Account Number: 00001654608 Document I.D.: 11273WF00041955 Our Reference: IBM/0002803077/3/DV1066366 Dear Sir/Madam: Thank you for contacting Gomputershare, regarding the company referenced above. We appreciate the opportunity to be of service to you. Below is the account balance information you requested as of July 26, 2011. Company Name: IBM Account Number: 00001654608 Shares Held by Agent: 61.9130 Shares Held in Certificate Form by Holder: 8 Total Shares: 69.9130 Closing Price Per Share: $182.93 Please note that this is the only account we located under Randall G. Dellinger's name. If you have further questions, please call us at 1-888-426-6700, or if you are outside of the United States please dial 1-781-575-2727. This connects you to our teleservicing system for around-the-clock access to routine, helpful information. If you wish to reach a service representative, simply press zero once. Our telephone representatives are available Monday through Friday between the hours of 9:00 AM and 5:00 PM Eastern Time. Please note that any available representative can assist you. Please visit our Investor Centre at www.computershare.com/ibm to obtain answers to frequently asked questions and information about our available services. IBM Historical Prices I International Business Machines Stock -Yahoo! Finance Nrw User ~,,~aei Sign In ~ u~:;; Make Y! home, help a school ,,earc'r Page l of l Search Web __. ___ Dow 1 1.66% Nasdaq 3 1.76% NEW! HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCLUSIVES ~~~~ GET QUOTES Pisan c. ',arci-.. iNo ~~^. 1.. 2( :-i 'r ,, r - US Markets close fn ! hrs and A2 miss International Business Machines Corp. (IBM) At 1 02PM EDT X86.76 ~ 3.77 (1.98 % ) .. . r.:. YBIM _ s Historical Prices Get Historical Prices for: GO'. Set Date Range ~;~ Daily Start Date: Jul 26 2011 Eg. Jan 1, 2010 ;Weekly End Date: Jul 26 2011 ~ Monthly ',_ ;Dividends Only Get Prices Firs' ~ Previous ~ Next ~ Last Prices Date Open High Low Close Volume Adj Close* Jul 26, 2011 182.94 .65 182.93 184. 4,356,200 182.14 0 ' Close price dtu ed for dividends and splits. s First ~ Previors ~ Next ~ ± ast '" Download to Spreadsheet Currency in USD. 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Historical chart data and daily updates prow ded by Commodity Systems, Inc. (Gill Intamat oral his ~~ 1 ~.ha~! la,a daily upaa,ec tu~id . i iary ii:nti padcrn~ianc< dw~dend data arc tdornmgstar index Baia prcv~ded Gy Momingstar. Inc http://finance.yahoo.com/q/hp?s=IBM&a=06&b=26&c=2011&d=06&e=26&f-2011&g=d 10/17/2011 ~nareholder Services - Hcne Transactions Forgotten Uses ID Page l of ] Company InForrnaUar Help '~ ontac_ U_ Multiple Accounts Founts iPiease Choose a Primar,~ Account for ForgottenUserlDj IBM Select Registration Account No. Tcceunt Balance YP RANDALL G DELLINGER *`***'S4608 Individual YES RANDALL G DELLINGER & RICHARD N ,, *„ DELLINGER JT TEN ' *54616 Individual YES Cancel. Next Copyright C~ 2011 Comoutershare Limited. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission of Computershare Limited is prohioited. Please view our Terms and Conditions and Privacy policy. h+r,~.~• //.,..x,..,_„c r,~.,,-„~,,,tP,-cl-,arP ~nm/Tn~iactnr/FnronYtPnT Tar>rTT~ acn 9/j %7~)j j p" ~~~~~ai~~ FEDERAL CREDIT U N I O N wilding Relationships For rife September ] 2, 201 1 Saidis. Sullivan K. Rogers 635 North 12"' Street; Suite 400 Lemo}me. PA l 7043 Re: Estate of Randall G. Dellinger Ms. Swindler. The decedent had two member numbers 11524 and 5753 titled Randall G. Dellinger. Account 1 1524 included a Regular Savings (suffix O1) -opened 3/26/1984. and a Checking (suffix 1 l) -opened 3/26/1984. There were no joint owners on account 1 1524. Account 5753 included Regular Savings (01) opened 12/11 /1979, Christmas Club (09) opened 1 /22/1982; Checking (13) opened 12/1 1/] 979 with joint owner Gail Dellinger, and Money Market (18) opened 01/05/1996 with joint owner Gail Dellinger. Date of death balances were as follows: 1 1524 Savings - $32?2 Checking 11524 - $177.08 5753 Savings - X2,154.69 Christmas Club - X850.00 Checking - ~ 1501.46 Money Market - $12,030.55 $.Ol in dividends posted 7/31 /2011 No dividends accrued fron7 beginning of 201 1 $1.06 in dividends $50.00 deposited on 7;29/2011 No dividends accrued from beginning of 201 X5.52 in dividends All accrued dividends have been posted to the sub-shares. Gail Dellinger closed account number 11524 on 8/18/201 ] and withdrew all but X5.00 fi-om 5753 on 9/1/2011. Mr. Dellinger did not have a safe deposit box with the Credit Union. Please feel free to contact me directly with any questions you may have. Sincerely; _ " ~ ' ~~ 4 J c~: v.~~.--`.t._ ice... ~ ~ L _ c., -~ c:,.~,-.S_" ,~ Bonnie R. Sea~n-aves ' Operations Specialist Phone (717) 591-1282 Fax (717) 697-3713 Email bseagraves~cL;americhoice.ora it -. .^ ~ i nl 'a ~r r~ 'r~ In n, r .. • r-r i~~r ru {'A 1 (l~ • '?~ L- • j? G 1 " Main Office. _ ; ~ [:L.C..II_ 1~ ~~ Ii 1..,~~ K.,~iu rv'~__ ~a i__~ iu~o, ~ PhonE...- i,, E~`~~ ~ 4 Far:. 1'~ ~, _.-,. Website: wwv,~.ameriuiuic~,.r~rg E~~ Opponunrty ~, i erio[r. LENGER~ ~~~ C HLUI'I UNIONS :RI-1':ZHc:AEiTHcNTICiTt' Dr TH;S NiULTi=TONB ScCl7RfT1' D^D'JM=NT. CH,=GE~: BACfiGRGIJNu knB~'. C;1LtNv=S C~?LOr,.uRA0i3ALL`' r=r^.Oh6TD?TO cDtiDiV. Wachovia Bank, N.~. IBM CORPORATION E7 - 1/532 Greenville, South Carolina `1701'NORTti.STREET In cooper.%ation with ~ Payable li Desired ai ~ND1C0"T i iVY 13760 CNECY, IVJ. 67802802 Wells, Fargo:Bank, N.A. ~ DATE: 09/27/201 i 4759-6G7757 _ NOT VALID AF7~R 90 DAYS P,~,Y ~~;DJR T,HOLISA.ND DIJE HUlJDRED N!IVcTY TWiJ DOLLARS AND 90 Cc,NTS ~z,~.o~~ i C-678D2802 TO THE ORDER OF E5 ~ ATE OF DEL! INGER,RG 3D1 CHICKORY CIRCLE MECHANICSBURG PA 1705D ~ AUTHORIZED SIGNATURE ~I°006~~r0?~021t° F°D532000~9E: 20799?~0~22~,211° T'fi=:ORIGINAL-DOCUMBNF"H,fi:S A'6cF.LBC•p 1VS UVAT =RRrlf~r'3K_OPlTf4=.:5P.C3~. i7G.NOT C~tSI:SfFlfd;aT ERM><:R1;'!tS NOT V:51BLc. [n ~~ ~ ~ -- ~~ c. -f ~ _ v p - _ ~ ~ C~ d~ ~'_ ~ ~ _ ~; ~ -9 I :L c ~ ~ ~~° ~~ -~- LZ°~~~~: - .. ~ T L, p ~~Ju Ji- ~ ~~ ~ ~ f t ~ l r G) f I ~~IJI ref Cis -.~- a al !~r 1 t I ~ ~ ESTATE OF DELUNGER.RG ss~`; eoera~, Sw~ v.orv Sia~e "ti Sias, ~ 301 CHICKORY CIRCLE n;, ~~ ^_3G' 6 xempiion~ 0 xemouon; xemouon: MECHANICSBURG PA 1705G Rai- Hc1cf! 0.00 Nad: 6.00 Hdd~. 0.00 • ~ Current YTD Description Rate Hours Earnings Hours Earnings Description Current YTD REL RS STK 1283-45 FICA-DIED 18.61 FICA-OASDi 53.90 Totals: 1283.45 Totals : 72.51 ~ ~ • Description Current YTD Description Current YTD REL RS STK 1283.46 Totals: Totals: 1283.45 CURRENT 1283.45 0. 00 72.51 1283.45 110.84 YTD IBM CORPORATION 82LA 67762403 08/08/2011 DAILY ~ • Check Amount: 110.84 Total Current Net Pay: 110.84 ' FOR PAYROLL RELATED INQUIRIES CONTACT THE IBM EMPLOYEE SERVICES CENTER AT 1-800-796-9876 You may elect to receive your pay and pay statements electronically. Sign up for Direct Deposit and Electronic Pay Statements ai http://w3-1.ibm.com/hr/us/hrforms/data/payrolltravel.html today' ``._r~1F`,' THE AuTH_iyTi.".IT` O~ THIS MULTI-~'ONC SECURITY D'JuUMcIVi. Ct-'~'..'t; F3A.^.KGROUN~ AR.6, CHANv S : OLOF uRADUA"__ RONi TOF' TG SOTTO Wachovia Bank, N.P.. IBM CORPORATION 67 - 1/532 Greenville, South Carolina 1701 NORTH STREET In cooperation with & Payable Ii Desired at ENDICOTT NY 13760 CHECK NO. 67762403 Wells, Faryo Bank, N.A DATE: 08/08/2011 4759-607757 NOT VALID AFTER 90 DAYS PAY ONE HUNDRED TEN DOLLARS AND 84 CENTS 697 OOa2 C-67762403 TO THE ORDER OF ESTATE OF DELLINGER,RG 301 CHICKORY CIRCLE MECHANICSBURG PA 17050 ""'".,.x~1 10.84 gy AUTHORIZED SIGNATURE 11'0067?62,0311' ~:0 5 3 2000 19~: 207997~0522421I' ESTATE Or DELLINGER.RG SSr; ~ ederal SiNGtE Work Slate "~. lie>. State 301 CHICKORY CIRCLE pat, ~~- '236015 Exemptions 0 Exemption= ~xamouon~ MECHANIGSBURG PA 17050 Raic Nodl Q00 Add'' 0.00 Had'. u.00 ~ ~ Current YTD Description Rate Hours Earnings Hours Earnings Description Current YTD VACATION 1275.35 FICA-MED 18-49 FICA-OASDI 53.56 Totals: 1275.35 Totals: 72.05 ~ ~ • Description Current YTD Description Current YTD Totals: Totals: CURRENT 1275.35 0. 00 72.05 1203.30 YTD IBM CORPORATION 82LA 67761191 08/01/2011 OTHER ~ • Check Amount: 1203.30 Total Current Net Pay: 1203.30 FOR PAYROLL RELATED INQUIRIES CONTACT THE IBM EMPLOYEE SERVICES CENTER AT 1-800-796-9876 You may elect to receive your pay and pay statements electronically. Sign up for Direct Deposit and Electronic Pay Statements at http://w3-1.ibm.com/hr/us/hrforms/data/payrolltravel.html today! VERIFY THE AUTHENTICITY OF THIS MULTI-TONE: Wachovia Bank, N.A. Greenville, South Carolina In cooperation with & Payable li Desired at Wells, Fargo Bank, N.A. 4759-607757 DUi;UMtNI, GtitGK BAUK(atiUUNU H IBM CORPORATION 1701 NORTH STREET ENDICOTT NY 13760 CCJLUFs GHADUALLI' FHUM TDP TO BO 67 - 1 /532 CHECK NO. 67761191 DATE: 08/01 /2011 NOT VALID AFTER 90 DAYS PAY ONE THOUSAND TWO HUNDRED THREE DOLLARS AND 30 CENTS aeeu ooie C-67761191 TO THE ORDER OF ESTATE OF DELLINGER,RG 301 CHICKORY CIRCLE MECHANIGSBURG PA 17050 BY }. `~"~c AUTHORIZED SIGNATURE "'""""""`$1203.30 ~~^nn~~~c>_iQ1u^ i•fl~~7flflf-1171_ a(1~4g71f1~~aL~II^ DETACH AT PcRFORA T ION BEFORE DEPOSITING CHECK CHECK BACKGROUND AREA CHANGES COi_OR GRADUALLY FROPJ~ "Op- RFt~I AN`"' ~'E ~~`" - ---- "----- ~ i 0 ay07`fOh1. , ,_ WAi;Rt.7ARK ON SACK. HO_D A i ANGL£ T~ ~ 1' -~ ----_-'-~----- ~ N !~ C _. . -~_--_----'_ H°_CnINt. cNDORSEfNEiv~ 1 100 MARKET ST ~ °i LEMOYNE, PA i 7043 ~~~~~o~~ {717) 761-6700 (8001 422-3673 =uLTON BANK ' ~ LA.NCA STcP, PA 175^v4 ~MERCIBY www.ibsrnithford.com ~ DATE PAY THIS AMOUNT *~`~''~*-~ ~, 000 DOLLARS CENTS _ ~, ~ TC IHE ORDER ~~-7~-%1;~=, ~E~,~~NG~, OF ~I. 1 ~1 BY _~I e ~~ 0~ 8246 AMOUNT Or ~H- ~^„y ~ -----------1 r>Fx r n, (', n _ vim, i VOICt AFTER 180 DAYS .-_. ~ !~ 1' r AU-FORiZcC~-Slvf~i.:.-JOE II®C~~?~bll° t:D3~30~4~2t® 3ErC 5~:6®7n° Law Offices of SAIDIS, SULLIVAN & ROGERS A PROFESSIONAL CORPORATION ROBERT C. SAIDIS DANIEL L. SULLIVAN ELYSE E. ROGERS JOHN A. FEICHTEL DEAN E. REYNOSA TODD F. TRUNTZ MARYLOU MATAS SEAN M. SHULTZ HANNAH WHITE-GIBBON 635 NORTH 12TH STREET, SUITE 400 LEMOYNE, PENNSYLVANIA 17043 TELEPHONE: (717) 612-5800 - FACSIMILIE (717) 612-5805 EMAIL: attorneyQssr-attornevs.com ...,.,~ ssr-attorneys.com Apri12, 2012 REPLY TO LEMOYNE 717-612-5808 ~C~~;ndlern~~r_attornevs.com CERTIFIED MAIL R/R/R Register of Wills of Cumberland County 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Randall G. Dellinger File No: 2011-0878 Dear Madam: ~._; n .gym: O ^' fir) --.-, ~ ~ ~ x*- ~ ~~~-~ ~ " m ~ -gy ~ , t-, -__ ~-, " r c.,~ : ~; .. :,-;f 1 ~ , 1.= "} ~. - -'_~ -~ ~r~ -_ Iv ~ n O .~" Enclosed for filing with your office for the above-referenced estate are the following: 1, Pennsylvania Inheritance Tax Return, in duplicate. Please note there is no tax due; 2. Inventory; and our filing fees. 3 Check in the amount of $30 representing y Please stamp the enclosed copy of this letter and return it in the envelope provided. If you have any questions or require additional information, please do not hesitate to contact me. Sincerely yours, ~ CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 Of Counsel JOHN E. SLIKE STEPHEN L. GROSE Cayl D. Swindler Legal Assistant to Robert C. Saidis car Enclosures cc: Gail B. Dellinger ~~ 4na~ ~~; {~~ ;~ t ~-- c:, Eft a ~. tw; <~~ ~, ~_ i%~ ,~ :ti ~ y.~ ~ r~ •d~ 1 . r ~~ '~ • i, ,J r^ e Q`. Q. ~ ~...i ="1 1 4 A _ 3..'.a ~~ ~ ~~._ ~ - 1.~- (_1- ~ V ~ d ,~ ~~ ~. ~ cn .~ cn o y ~ - ~ '-L ~ ~ ~ ' ~ w ~ r~' ` ~ i u i3 ~, ~i. u_:2" ~ 'y' ~ ~ s ~ ~ o - C~ ~ .~ ~ o .a ., z ~ ~, .~ . ti ~ ~ ~ ~, a ~ ~ o . .___ -_ ~ _ --- ~ ru -- - o r, O E- O U '~ CCS r~--1 i-i a~ ~ ~ ~ ~ ~ ~ ~ ~ ~ a' p ~ C/1 ~- ~ .--{ 0 o a a ~~ ~ .~ •~ o ~ U ~ ~ ~ U