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HomeMy WebLinkAbout10-16-12 (2)L~us~1i,:~~o REV-150Q ICI°~-,,, {~'' pennsytvania OFFICIAL usE aNLY PA Department of Revenue County Code Year Fite Number bureau of Individual Taxes INHERITANCE TAX RETURN PC1 BOX 280601 ~ ~ Ga Han~isburg, PA 17126-0601 RESIDENT DECEDENT /"' ENTER DECEDENT lNFORMATiaN BELGIN Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1?1-22-2204 02132012 Decedent's Last Name Suffix Decedent's First Name MI RUDOLPH D4LORES M 111 APpiicabiej Enter Sunriding Spouse's Infotrnation Below Spouse°s Last Name Suffix Spouse`s First Name MI Spouse's Social Security Number FILL IN APPRaPRIATE BGXES BELC7VV © 1.Original Return [~ d. limited Estate Q 6. Decedent Died Testate (Attach Copy of 111fd1} 9. Lrtigatian Proceeds Received THIS RETURN MUST BE FILED iN DUPLIGATE WITH THE REGISTER C)F WILLS 0 2. Supplemental Return da. Future Interest Compromise {dais of death atler 12-12-82} Q 7. Decedent Maintained a Living Trust {Attach Copy o! Trust) t0. Spousal Poverty Gredit (Date of Math Between 12-31-91 and 1-1-9~ CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AHD CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G FREY ?1?2435838 First line of Address 5 S HANOVER ST Second Line of Address City or Past Office CARLISLE State ZIP Code PA 1?013 [~ 3. Rema~der Return (Date of Death Prior to 12-13-82) [~ 5. Federal Estate Tax Return Required ~+ 8. Total Number of Safe Deposit Boxes t t. Election to Tax under Sec. 9113{A) {Attach Schedu{e O) REGISTER QF WILLS USE ONLY ~ ,,.,_ .~ ~ ~Z;_ I ~' ~ , ~~~ Q~ D D ~ 't~.~ r r~ ~---, ;i7_ -~~_. ~- ~ ~-_ _. c~ ~ ~ -~~ Correspondent's e-mail address: RFREY~FREYTILEY.C4M Under penalties of perjury, I declare that I have examined this return, induding accompanying schedules and statements, and to the best of m1+ knowledge and belief, it is true, correct and complete. Declaration of proparer other than the pen~onal re~reseMative is based on alt information o! which preparer has any knowledge. 11~~~~~1 ~I~11 ~~ ~ I I~I~\~~I~I~~~~~~~~~I~~ SIGNAAIR~.QF PERSON RESPONSIBLEF~R~FiLING RETXIRN DATE ADDRESS ~ `~ O 25 HOWARD DR, EAST BERLIN, PA 17316 ~~~I ^~~° is del I~~^ ~~~r SIGNATURE tJF PREFAR!_R OTHER THAN REPRESEI°tTAT)VE DATE ADDRESS 5 SOUTH HANOVER ST, CARLISLE, I.,PA 17013 PLEASE USE ORIGINAL FARM ONLY Side 1 L 150561118 1505611180 ~~~~ J Lsas6112eo REV-1500 EX (FI) Decedent's Social Security Number ~ecedent'sName: DOLORES M RUDOLPH 171-22-2204 RECAPITULATION 1. Real Estate (Schedule A) .......................................... 1. 15 4 9 0 0 . 0 0 2. Stocks and Bonds (Schedule B) ..................................... 2. 712 6 7 . 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ......................... 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5. 7 6 3 6 2 . 0 0 6. Jointly Owned Property (Schedule F) OSeparate Billing Requested ....... 6. 2 2 7 8 6 . 5 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) OSeparate Billing Requested ....... 7. N 0 N E 8. Total Gross Assets (total Lines 1 through 7) .......................... 8. 3 2 5 315.5 0 9. Funeral Expenses and Administrative Costs (Schedule H) ................. 9. 18 2 6 6 . 0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ 10. 3 5 2 7 . 0 0 11. Total Deductions (total Lines 9 and 10) .............................. 11. 217 9 3 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 3 O 3 5 2 2 . 5 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... 13. 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... 14. 3 O 3 5 2 2 . 5 0 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 .0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rateX.o 45 303522.50 16. 13658.51 17. Amount of Line 14 taxable at sibling rate X # # #I 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X # # #l 18. 0 . 0 0 19. TAX DUE ........................................................ 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 13658.51 0 L 1505611280 1505611280 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: 21-12-0281 File Number 171-22-2204 DECEDENT'S NAME DOLORES M RUDOLPH STREET ADDRESS 1917 RUTLAND ST CITY CAMP HILL STATE PA ZI P 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 10500.00 682.93 Total Credits (A + B ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in 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. (1) 13658.51 (2) 11182.93 (3) (4) 0.00 (5) 2475.58 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 "intrust for" orpayable-upon-death bank account or security at his or her death? ............ ^ ^X 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ....................................................................................................................... ^ 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 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. §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 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 decedents lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §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. §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-1502 EX+ (01-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Dolores M Rudolph 21-12-0281 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. If more space is needed, use additional sheets of paper of the same size. REV-1503 EX+ (7-11) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER Dolores M Rudolph 21-12-0281 All property jointly owned with right of survivorship must be disclosed on Schedule F. If more space is needed, insert additional sheets of the same size REV-1508 EX+ (11-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. NHEARIT NCETOAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Dolores M Rudolph 21-12-0281 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must tie disclosed on Schedule F. If more space is needed, use additional sheets of paper of the same size. REV-1509 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Dolores M Rudolph 21-12-0281 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Brad Rudolph 25 Howard Drive Son East Berlin, PA 17316 B. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH vALUE of AssET % OF DECEDENT' INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST Members First FCU Account 177367-54 1. A. 6/3/10 10,401.00 50.00% 5,200.50 Members First FCU Account 177367-55 2. A 5,511.00 50.00% 2,755.50 CGM Mutual Fund, 1065.427 shares, 27.84/share 3. A 29,661.00 50.00% 14,830.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL (Also enter on Line 6, Recapitulation) I $ 22,786.50 If more space is needed, use additional sheets 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 ESTATE OF FILE NUMBER Dolores M Rudolph 21-12-0281 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers-Harner Funeral Home B 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Bradley Rudolph City Year(s) Commission Paid: 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4. 5. 6. 7. 8 Street Address City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Retum Preparer Fees: Expenses of Real Estate listed for sale Auctioneer expenses State FL ZIP 3, 326 2,900 1,500 327 included w/ atty fee included w/ atty fee 8,173 2, 040 TOTAL (Also enter on Line 9, Recapitulation) ~ $ 18 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Dolores M Rudolph 21-12-0281 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Federal Income taxes owed 2,038 2. AT&T 7 3. HSN, credit card 35 4. T-Mobile, bill owed at time of death 52 5. Verizon 54 6. Comcast 9 7. HSN, credit card 60 8. T-Mobile, final bill 16 Medical Bills: 9. Pinnacle Health 15 10. Holy Spirit Hospital 57 11. C.H. Emergency Physicians 25 12. Apria Healthcare 29 13. Spirit Physicians 484 14. Pulmonary Critical Care 85 15. Nephrology Associates 90 16. Quantum Imaging 88 17. Capital Cardiovascular 67 18. Westshore Pathology 57 19. Capital Cardiovascular 10 20. Camp Hill Emergency Physicians 25 21. Kantor & Thatch 40 22. Spirit Physicians 109 23. Nephrology Associates 70 24. Janet Miller, tax collector, personal taxes 5 TOTAL (Also enter on Line 10, Recapitulation) I $ 3,527 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Dolores M Rudolph 21-12-0281 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] Bradley Rudolph 1 son 50% of remainder Derrick Rudolph 2~ 834 Fickes Road, York Springs, PA 17372 son 50% of remainder ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SHE ET, 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-1500 COVER SHEET. $ 0.00 If more space is needed, use additional sheets of paper of the same size. Expenses of Real Estate to be Sold UGI 111 Janet Miller, Tax Collector 769 PA American Water 71 Penn Waste 46 PPL 24 PPL 24 UGI 96 Erie Insurance 294 Pa. American Water 30 UGI 96 Camp Hill, sewer 150 PPL 31 UGI 43 Pa. American Water 32 PPL 43 Penn Waste 46 PPL 18 UGI 177 Pa. American Water 29 Janet Miller, Tax Collector 1,889 Derick Rudolph, repairs 2,600 PPL 19 UGI 138 Borough of Camp Hill, sewer 165 Derrick Rudolph, lawn mowing 100 PA American Water 29 Derick Rudolph, repairs 392 Lee Miller, electrical repairs 420 Penn Waste 46 PPL 59 Barrs Carpet Cleaning 186 Total 8.173 TaxDB Result Details Detailed Results for Parcel 01-20-1854-212. in the 2010 Tax Assessment Database DistrictNo O1 Parcel ID ~ O 1-20-1854-212. MapSuffix HouseNo ~ 1917 Direction Street RUTLAND STREET Owned ' RUDOLPH, RUSSEL M & DOLORES C/O x PropType R PropDesc LivArea 1120 CurLandVal 39900 CurImpVal ~, 115000 CurTotVal ~ 154900 CurPrefVal Acreage .22 C1GrnStat TaxEx 1 SaleAmt SaleMo ~' SaleDa SaleCe SaleYr DeedBkPage ` 00200-00790 YearBlt ~ 1962 HF File Date ~ O 1 / 19/2005 HF_Approval_Status A 4/20/12 11:45 AM http://taxdb.ccpa.net/details.asp?id=01-20-1854-212.&dbselect=l Page 1 of 1. St MEMBERS 1St FEDERAL CREDIT iJ1VION SAVINGS ACCOUNT: Account Number/Suffix 177367-00 Date Account Established 07/20/1998 Principal Balance at Date of Death $4,755.11 Accrued Interest to Date of Death $.39 Total Principal and Accrued Interest $4,755.50 Name of Joint Owner None CHECKING ACCOUNT: Account Number/Suffix 177367-11 Date Account Established 07/20/1998 Principal Balance at Date of Death $11,497.11 Accrued Interest to Date of Death $.39 Total Principal and Accrued Interest $11,497.50 Name of Joint Owner None INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix 177367-05 Date Account Established 03/06/2009 Principal Balance at Date of Death $1,114.52 Accrued Interest to Date of Death $.04 Total Principal and Accrued Interest $1,114.56 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 177367-56 177367-51 177367-54 Date Account Established 10/05/2011 03/05/2011 * 05/03/2011 ** Principal Balance at Date of Death $25,040.78 $30,049.76 $10,399.72 Accrued Interest to Date of Death $4.12 $4.94 $1.37 Total Principal and Accrued Interest $25,044.90 $30,054.70 $10,401.09 Name of Joint Owner None None Brad Rudolph Date Joint Ownership Established 05/03/2011 "Rollover from certificate 177367-49, originally established 08/05/2010. *''Rollover from certificate 177367-48, originally established 06/03/2010. CERTIFICATES OF DEPOSIT: Account Number/Suffix 177367-55 Date Account Established 05/09/2011 Principal Balance at Date of Death $5,511.25 Accrued Interest to Date of Death $.72 Total Principal and Accrued Interest $5,511.97 Name of Joint Owner Brad Rudolph Date Joint Ownership Established 05/09/2011 VISA ACCOUNT: Account Number 4672090000023796 Date Account Established 03/10/2009 Principal Balance at Date of Death $.00 Name of Joint Cardholder None M ERS 1ST FEDERAL CR DIT U I ~~ .1 anielle A. Kline Lending Insurance Support Specialist September 18, 2012 Estate of: DOLORES RUDOLPH Date of Death: 02/13/2012 Social Security Number: 171-22-2204 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org ~,~ N~-~,,,~ = ro D ~ spa ~ ~ Q ~ ~ ° ~ O ~- n d ~ cQ A - ~ r~ 0 r r r C ~ N c ~ ~~ ~ ~ ~ ~ O ~ m ~ in ~ ~ ~ ~ a Z p ~ D D~ ... 3 ~ y~~ A coo ~ °°<ooD°o ~ ~ 0 3 ~ ~ ~ !'? 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Fidelity Asset Manager 50% (FASMX) Add to Portfolio 15.95 -~ O.~3~(0.~ ~~~~~ Apr 19 .,..___ , Historical Prices Get Historical Prices for ' '. GO Set Date Range ~ ~ _ ~~~Daily Start Date ~;rFeb = 13 ;2012 ~ Eg. Jan 1, 2010 ;;Weekly End Date Feb ` 13 ~ 2012 ~ .:!Monthly °'' =Dividends Only Get Pricesµ First ~ Previous ~ Next ~ Last Prices i i Date Open High Low Close Volume Adj Close* Feb 13, 2012 15.89 15.89 15.89 15.89 0 15.89 * Close price adjusted for dividends and splits. First (Previous ~ Next ~ Last s ~~ Download to Spreadsheet Currency in USD. _., T~ ~.~ , ~~c~c~Cs fir ~~~~ These 1U sto~€cs are se* to erJSh she rxtarket in 2012.. ",1,, 1 ~' ,. + 1 ~ http://finance.yahoo.com/q/hp?s=FASMX&a=01&b=13&c=2012&d=01&e=13&f=2012&g=d Page 1 of 2 FGBLX Historical Prices ~ FIDELITY GLOBAL BALANCED FUND Stock -Yahoo! Finance 4/20/12 12:18 PM = Search ~ Search Web ~ l .......... . { Get Quotes ~ Fri, Apr 20, 2012, 12:18FIv1 EDT - U.S. Markets close in 3 hrs 42 mins _ _ Dow ~O.BS°% Nasdaq 1"0.65°~° F~~ pende~rt , ~~ ~, ~A F FidelityQGlobal Balanced (FGBLX) 22.82 ~ ~.Q'~(4.'~5%) Apr 19 Add to Portfolio Historical Prices Set Date Range , Get Historical Prices for:: ' '-GO I 4;~~Daily __ , Start Date ::Feb 13 .;.2012 ~ Eg. Jan 1, 2010 ~;,~;Weekly End Date !Feb = ~` . 13~ :2012 ~~~`~Monthly .. :Dividends Only ` jGet Prtces~ :` First ~ Previous ~ Next ~ Last Prices Date Open High Low Close Volume Adj Close" Feb 13, 2012 22.62 22.62 22.62 22.62 0 22.62 Close price adjusted for dividends and splits. ,~;t `'Download to Spreadsheet Currency in USD. First ~ Previous ~ Next ~ Last To ~~ ~~~~~CS~ fir ~~~~ These 1{1 ~to~fc~ are set to crush :he rriar`~cet in ZD12. r.. r~ tf~ ;~ ~,~ ~-Y ;, ~;,.: http://finance.yahoo.com/q/hp?s=FGBLX&a=01&b=13&c=2012&d=01&e=13&f=2012&g=d Page 1 of 2 WLVIX Historical Prices ~ WELLS FARGO ADVANTAGE EQUITY VA Stock -Yahoo! Finance 4/20/12 12:19 PM ;.. _. _ '' Search Web i Search _. ..__.._.._... ._.__. ._........_.... _......., .-.-.---.-T.._ ... Get Quotes Fri, A.pr 20, 2012, 12:19PIv1 EDT - U.S. Markets close in 3 hrs 41 mins Dow x'0.8 i % Nasdaq ~'O.S7°I° Set Date Range +Daily Start Date feb = i ' 13 i 2012 ` Eg. Jan 1, 2010 ~"" .~ ...~. ~: ~ =;ti„;;iWeekly End Date: 'Feb ' 13 2012 <ya`=Monthly __~.___._._. _ _; _. _ ..:, ",;w=Dividends Only "Gets Priees~` First ~ Previous ~ Next ~ Last Prices Date Open High Low Close Volume Adj Close" Feb 13, 2012 13.41 13.41 13.41 13.41 0 13.41 ' Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last ~t g'""~ Download to Spreadsheet Currency in USD. http://finance.yahoo.com/q/hp?s=WLVIX&a=01&b=13&c=2012&d=01&e=13&f=2012&g=d Page 1 of 2 LONIMX Historical Prices ~ CGM MUTUAL FUND (CAPITAL GROWTH Stock -Yahoo! Finance 4/23/12 3:11 PM ~~li,~3't~ Ffr~~'/ltd €~o~urr Esussr'ce ssr."iii"res uL' CGM Mutual (LOMMX) Add to Portfolio '; 28.01 ~.Q.~~~~.~~~'~o) Apr 20 _~. . Historical Prices Get Historical Prices for. !> cQ ;;f AdChoices Set Date Range ±'~; Daily ~~ Start Date Feb 13 '! -2012 Eg. Jan 1, 2010 •, Weekly End Date !. Feb 13 I ' 2012 ;Monthly ;Dividends Only Get Prices"; First ~ Previous ~ Next ~ Last Prices ! Date Open High Low Close Volume Adj Close* Feb 13, 2012 27.84 27.84 27.84 27.84 0 27.84 * Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last c ~ Dovvrrload to Spreadsheet Currency in USD. Copyright©~012'~(ahoe! Inc. All rights reserved ! , ~ . _ ~ = : - •~- = - .: - - - YahOCI -ABC NeWS NetWOrk tauates for NY5e, Nasdaq and NYSEAmex are rZeal-time and sourced from Nasdaq Last Sale when availaoie If not available from NLS, quotes ~,vill appear delayed from primary listing source. See also delay times for . Quotes and other information supplied by independent pro~~iders identified on the Yahoo! Firance Quotes are updated automatically, but will be htip://finance.yahoo.com/q/hp?s=LOMMX&a=01&b=13&c=2012&d=01&e=13&f=2012&g=d Page 1 of 2 Calculate the Value of Your Paper Savings Bond(s) ir~~t~ 4/23/12 2:18 PM ,~rN+c.ir.r_ r r;i•~.u,'i Tor?; ; q~.~~'y_up+'ate the U'e'~..~ o~fgrcur Par _, .=.awgings eord4s; y+y~l,.g Value as of: I .,..~.,.,,~.~,....,..~.~..,..,~.... 02!2012 .UPDATE i i i i Series: Denomination: Bond Serial Number: Issue Date: '~, r Savings.. Notes - ' S0 - n~?-w `-Q e tf12 i:ni7S '~~^i~rj air' r~. tC s NI Not Issued NE Not eligible for payment PS Includes 3 month interest penalty MA Matured and not earning interest YT't3 Isst~rest $0.00 L5745525 SN 550 02/1970 L5745776 SN 550; 02/1970 16236703: SN 550 04/1970' 16236074' SN 550 031:970; 16236890 SN $50 OSJ1470 16762121. SN 550' 05/1970 02/2000 $40.50; 5232.92 $273.42'. ~%'.~"; 02J2000, 540.50 5232.92 $273.42 h~~r;- 04/2000 $40.50' 5232.92: $273.42', `'_~ 03/2000.: 540.50< 5232.92'. $273.42' hryr; U5J2000; 540.50: 5235.58 $276.08 P°',~, 05/2000 540.50 5235.58 $276.08:' "_i A, F!`'" Ci ~:~~rr~, Pt irl{(~1"!'.': c] r r~l l- ( 7~:'f 1 t,,,. (lia rlt. c~ l tal ~ .Ir-! `;, i f7 ,i f~fi.....,e.: i ~ ~ _i .: ~fi I ~~!^~. `.a %c t.Url (~il....~ = I ~~(r _., !>> ~~}~y I I,%7 ~c1 i; .:,:ll; h~ ~Jl~~;artrvM1f~71 t- .~;1 I _7:~_->=_ i l z!)f`1~C1'! f)o- tl'1 tJ _.s ~.I;C L-C~t. http://www.treasurydirect.gov/BC/SBCPrice Page I of 1 The CGM Funds c1o Bostcm Financia' P.O, BRx 8511 BC1S1on, h1A 02266.8511 AT 01 034042 09333E100 A"3DGT DOLDRES RUDDLPH & BRAD T RUDOLPH JTWROS 1917 RUTLAND ST CAMP HILL PA 17411-3732 I~,,,Ilili•l!llll,l..1.1~~ll!!l~li~lll~lll~!!l!~!ll~l.~l~,il~i~rl Account Transaction Conf~urmation Statement December 31 f 2Q11 Page 1 of 2 ~ Investor Services: 1-800-343-5678 fnternet: www.cgmfunds.com Please da not use this statement to prepare your tax returns. The appropriate tax form(s) will be mailed in January 2012. GGM Mutual Fund Account Owner Fund Number Account Number Account Type DOLORES RUDOLPH & ~, 814955 REGULAR BRAD T RUDOLPH JTWROS Trade Share Date______Transa~tion Descri tion_ __ Dollar Amount _Price 12/30/11 Income Reinvest 0.0502 $53.37 $24.42 Ending Balance as of12/31/2011 $26,017.73 Cost Basis Election Method Primary -Average Cost Shares this Transaction 2.186 Total Shares ______Owned 1,065.427 1,065.427 034042 1 i2