HomeMy WebLinkAbout11-14-12J 15D561D143
REV-1500 E,t(D,_,o)
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county code Year File Number
Bureau of Individual Taxes oerann.ENroFnEVexue
Po Box.2aoso~ INHERITANCE TAX RETURN 21 12 00415
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
03 14 2012 04 17 1949
Decedent's Last Name
HELL
Suffix Decedent's First Name
GARY
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
HELL
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ^
^ 4. Limited Estate ^
O g. Decedent Died Testate
(AKach Copy of Will) ^
Spouse's First Name
DIANE
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(data of death after 2-12-a2)
7. (Alta eCoaY i~r~nN )a Living Trust 0 8. Total Number of Safe Deposit Boxes
MI
E
MI
P
^ 9. Lftigation Proceeds Received ^ 1 D• y~°t,,;eenil-31`~t an~~datgespf death ^ 1 t ,Election to tax under Sec. 9713(A)
1 (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDMUND G MYERS (717) 761 4540
REGISTER OF WILLS USE ONLY
First line of address
301 MARKET STREET
Second line of address
PO BOX 109
City or Post Office
LEMOYNE
OF
State ZIP Code
PA 17043
7050
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EDMUND G. MYERS /~~(Z /( t~
ADDRESS
301 MARKET STREET, Lemoyne, PA 17043
Side 1
15D56~1D143 15D561D143 J
Correspondent's a-mail address: @gn7~JdSW.COnI
Under penalties of perjury, I declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
J 1505610243
REV-1500 EX
Decedent's Social Security Number
DecedenrsName: Neii, Gary E
RECAPITULATION
1. Real Estate (Schedule A) ....................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3 9 , 571.0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers & Miscellaneous Inn; Probate Property
(Schedule G)
Se
arate Billin
R
t
d
p
u
g
eques
............
e 7. 171 , 015.14
8. Total Gross Assets (total Lines 1 through 7) ........................................................ g. 210 , 5 8 6.14
9. Funeral Expenses and Administrative Costs (Schedule H) .................................. .. 9. 13 , 2 8 6 . 2 0
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .......................... .. 10. 2 8 , 5 0 0 . 0 0
11. Total Deductions (total Lines 9 and 10) .............................................................. .. 11. 41 , 7 8 6 . 2 0
12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . 12. 168 , 7 99.94
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. 168 , 7 9 9.94
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec: 9116
(a)(1.2>x.oo 168, 799.94
15.
0.00
16. Amount of Line 14 taxable 0 . 0 0
at lineal rate X .045 16. 0 . 0 0
17. Amount of Line 14 taxable
at sibling rate 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. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
15D5610243
1505610243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-12-00415
DECEDENT'S NAME
Nell, Gary E
STREET ADDRESS
3969 Brookridge Drive
CITY
Mechanicsburg STATE
PA ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
0.00
4. If Line 2 is greater than Line 1'+ Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2, Line 20 to request a refund
5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1)
Total Credits (A + B) (2)
(3)
(4)
(5)
0.00
0.00
~.00
Make Check Pa able 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 :.................................. ^ ^x
c. retain a reversionary interest; or ............................................................................................................... ^
d. receive the promise for life of either payments, benefits or care? ............................................................ ^ 0
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without ^ ^
receiving adequate consideration? .................................................................................................................... x
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ ^x
4. Did decedent own an individual retirement account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................................. ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
~._L: ~:
~r •.
_.~> , .
For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of
assets and filing a tax 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 decedent's lineal beneficiaries is 4.5 percent, except as noted in
[72 P.S. §9116 (a) (1)].
. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-1503 EX+ (g.88)
COMMONWEALTH OF PENNSVIVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS 8t BONDS
ESTATE OF FILE NUMBER
Nell, Gary E 21-12-00415
All property jointlyowned with right of survivorship must ba disclosed on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 A Vanguard Individual Investment Account -Statement of 25.660.84
Value of Account is Attached
2 013904305 10 shares of Alcatel Alsthom Generale -Sponsored Adr 2.41 24.10
EstateVal Valuation is Attached
3 002116208 342.89781 shares of AT&T - EstateVal Valuation is Attached 25.07 8,596.45
4 127055101 36 shares of Cabot Corp - EstateVal Valuation is Attached 42.855 1,542.78
5 127o9P103 20 shares of Cabot Microelectronics Corp - EstateVal 39.44 788.80
Valuation is Attached
6 2003oN101 25 shares of Comcast Stock - EstateVal Valuation is 29.86 746.50
Attached
7 280543103 12.1619 shares of Dow Chemical Co - EstateVal Valuation is 34.485050 419.40
Attached
8 35905A1o8 8 shares of Frontier Communications - EstateVal Valuation 4.335 34.68
is attached
Accrued dividend on Item 8 through date of death 0.80
9 92343V704 35 shares of Verizon Communications - EstateVal Valuation 39.62 1,386.70
is attached
10 92857w209 Vodafone Group PLC - EstateVal Valuation is Attached
;i. 26.425 369.95
TOTAL (Also enter on Line 2, Recapitulation) 39,571.00
pr more space Is neeaeD, aDtlmonal pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1570 EX+ (08-09)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Nell, Ga ' E 21-12-00415
This schedule must be completed and filed K the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
THE DATE OF RANSFER SATfACN A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH
VALUE OF ASSET % OF DECD'S
INTEREST EXCLUSION
(IF APPLICABLE) TAXABLE
VALUE
1 Dreyfus IRA Account -Beneficiary: Diane Nell, 155,901.00 155,901.00
Spouse
Statement of Value of Account is Attached
2 Paychex 401(k) Profit Sharing Plan and Trust - 3,486.14 3,486.14
Benetciary: Diane Nell, Spouse
Statement of Value of Account is Attached
3 Wells Fargo Traditional IRA Account 25741027 11,628.00 11,628.00
-6920520 -Beneficiary: Diane Nell, Spouse
Statement of Value of Account is Attached
;~
;;
TOTAL (Also enter on Line 7, Recapitulation) I 171.015.14
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 08-09)
REV-1151 EX+(10-08)
COMMN~~OF~F~YLVANIA
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Nell, Gary E 21-12-00415
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
q. FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(s) Commission Paid
2. Attorney's Fees JOHNSON DUFFIE
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationshio of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
See continuation schedule(s) attached
10,912.32
2,000.00
145.50
228.38
TOTAL (Also enter on line 9, Recapitulation) 13,286.20
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Nell, Gary E 21-12-00415
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exoenses
1 Parthemore Funeral Home 8~ Cremation Services, Inc.
i
H-A
Other Administrative Costs
2 Cumberland County Register of Wills Office -Filing fees for Inheritance Tax Return and
Inventory
3 The Cumberland Law Journal -Notice of Estate Administration
4 The Patriot News -Notice of Estate Administration
H-67
10,912.32
10,912.32
30.00
75.00
123.38
228.38
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 EX+ (12-05)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Nell, Gary E 21-12-00415
Report debts incurted by the decedent prior to death that remained unpaid at the date of death, inciudfny unreimbureed medical expenses.
(If more space is needed, addftional pages of the same size)
Copyright (c) 2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-OS)
REV-1513 EX~ (Ot-10)
COM~N~DECE~YLVANIA
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Neil. Garv E ~~_~~_nnd~c
NUMBER
NAME AND ADDRESS OF RELATIONSHIP TO
SHARE OF ESTATE
AMOUNT OF ESTATE
PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 a 1.2
1 Diane P Nell Spouse Entire Estate
3969 Brookridge Drive
Mechanicsburg, PA 17050
Total
Enter dollar amounts for distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet as a r o riate.
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
Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1 chedule J (Rev. 01-10)
~cL~k ~tu ct1t~ C~E~tCC1ltPlt~
OF
GARY E. NELL
I, GARY E. NELL, of Hampden Township, Cumberland 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 revoking and making void
any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
I direct the payment of all my just debts, and the expenses of my last illness and
funeral from my Estate as soon after my death as conveniently may be done. I authorize
my Executrix to expend funds from my Estate for the purchase, erection and inscription
of a suitable grave marker. All of the foregoing shall be considered expenses of the
administration of my Estate.
ARTICLE II
I devise and bequeath all the rest, residue and remainder of my Estate, of whatever
nature and wherever situate, unto my wife, DIANE P. NELL, provided she survives me by
a period of thirty (30) days.
ARTICLE III
Should my wife, DIANE P. NELL, predecease me or die on or before the thirtieth
(30th) day following my death, I give, devise and bequeath all the rest, residue and
remainder of my Estate, of whatever nature and wherever situate unto my son,
GARETT R. NELL, provided, however, that if my son, GARETT R. NELL, has not
reached the age of twenty-one (21) years at the time for distribution, I devise and
bequeath his share unto DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg,
Efh~h~l A h`u
Pennsylvania, in TRUST, to hold, manage and invest the share so received and the
accumulation of income thereon, and to use and apply the income and principal, or so
much thereof as, in Trustee's discretion, may be necessary or appropriate for his support
and education (including college education, both graduate and undergraduate) without
regard to his ability to provide for such support or education or to make payment for
these purposes, without further responsibility to such beneficiary or to any person taking
care of such beneficiary. When such beneficiary shall reach the age of twenty-one
(21) years, Trustee shall distribute to him absolutely one-third (1/3) of the then remaining
balance of principal and income in the Trust, one-half (1/2) when he shall have reached
the age of twenty-four (24), and the balance when he shall have reached the age of
twenty-eight (28) years. In the event the beneficiary dies before reaching the age of
twenty-eight (28), this Trust shall terminate and the balance of principal and income,,
shall be paid over to my then living issue per stirpes. During the time any portion of
my Estate remains in Trust, the same shall not be subject to anticipation, pledge or
alienation, voluntary or involuntary, by or against the beneficiary.
ARTICLE IY
I nominate and appoint my sister-in-law, ALLISON A. PLACE, Mountville,
Penhsylvania, as Guardian of the person of my minor child.
ARTICLE Y
I nominate and appoint my wife, DIANE P. NELL, Executrix of this my Last Will,
Should my wife, DIANE P. NELL, fail to qualify or cease to act as Executrix, I nominate
and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Executor of this my Last
Will.
ARTICLE VI
My Executrix or successor shall have the power, in addition to those vested in he
by law or by other provisions of this Will, applicable to all property, exercisable withou
Court approval and effective with respect to each item of said property until actua
-2-
distribution thereof, to sell at public or private sale, to exchange or lease for any
period of time any real or personal property, and to give options for sales, exchanges
or leases for such price and upon such terms and conditions as she deems proper.
ARTICLE YII
My corporate fiduciary shall be entitled to compensation based on his regular
schedule of fees for such services in effect from time to time during the period over
which its services are performed.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on this the.l 7~day
of ~U ~ 1983.
I'~ AL)
Gary E Nell
Signed, sealed, published and declared by the above-named Testator, GARY E.
NELL as and for his Last Will and Testament, in the presence of us, who at his request,
in his presence and in the presence of each other, have hereunto subscribed our names
as witnesses.
~~
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Estate Valuation
Date of Death: 03/19/2012 Estate of: Nell, Estate of Gary E.
Valuation Date: 03/19/2012 Account: 004586-4
Processing Date: 11/12/2012 Report Type: Date of Death
Number of Securities: 9
x File ID: NELL
)e
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 342.897807 AT&T INC (002116208)
SR NT 6.375
New York Stock Exchange
02/14/2012 25.15000 29.99000 H/L
25.070000
2) 8 FRONTIER COMMUNICATIONS CORD (35906A106 )
COM
New York Stock Exchange
03/19/2012 9.41000 4.26000 H/L
9.335000
Div: 0.1 Ex: 03/07/2012 Rec: 03/09/2012 Pay: 03/30/2012
3) 35 VERIZON COMMUNICATIONS INC (92343V104)
COM
New York Stock Exchange
03/14/2012 39.89000 39.90000 H/L
39.620000
4) 36 CABOT CORP (127055101)
COM
New York Stock Exchange
03/19/2012 43.30000 42.91000 H/L
92.855000
5) 20 CABOT MICROELECTRONICS CORP (12709P103)
COM '
The NASDAQ Stock Market LLC
03/14/2012 40.15000 38.73000 H/L
~' 39.440000
6) 14 VODAFONE GROUP PLC NEW (92857W209)
SPONS ADR NEW
New York Stock Exchange
03/14/2012 26.72000 26.13000 H/L
26.425000
7) 12.1619 DOW CHEM CO (260543103)
COM
New York Stock Exchange
03/19/2012 34.72010 39.25000 H/L
34.985050
8) 10 ALCATEL-LUCENT (013904305}
SPONSORED ADR
New York Stock Exchange
03/19/2012 2.49000 2.38000 H/L
2.410000
9) 25 COMCAST CORP NEW (20030N101)
CL A
The NASDAQ Stock Market LLC
03/14/2012 30.00000 29.72000 H/L
29.860000
Total Value:
Total Accrual:
Total: $13,910.16.
i;
8,596.95
39.68
0.80
1,386.70
1,542.78
788.80
369.95
919.90
29.10
796.50
$13,909.36
$0.80
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 ox www.evpsys.com. (Revision 7.1.1)
PaM~l~ C
~Ik'rt~7fLiS
A SNY Mcllon Company'~
Family of Funds
For customer service please call
1-800-645-6561 or go to
www.Dreyfus.com to vtew your
account on line.
ACCOUNT STA ..~ Page 1 of 3
01 /01 /12 through i 3/30/12'
~ MBSC Securities Corporation, Distributor
.~.,,~,~
FL03 1611 DM.1-i1D2'.ADV 7693 9309 1 3 --yy....
I111E5T07M.J663S3.060I.133W
THE BANK OF NEW YORK MELLON CUST
FBO GAR E NELL
UNDER tRA PLAN
3969 BROOKRIDGE DR
MECHANICSBURG PA 17050-7621
Retirement accounts ' as of 03/30/12, Non-reportable income summary This period Year-to-date
Total Falr Market Value $155,901.94 ,,~ Dtvidend/lnterest $839.03 $839.03
~. ~ ~~ .~ ~` .g!~?Q"'iii ~__
_" _ Market Value % of
,g ~ ~y f
n~6c ~+~~ C'M fLl^^''\}7~
iBASIC ~76.L[- 7W St~-A t11~
Dreyfus Intermed>late Term Income Fund-Class A
' The 30 day SEC yield ending 03/30/12 was 1.47%
7$9.052 $28.92
9,699.895 13.72
$22,819.38 14.6°
133,082.56 85.4°
Total Retirement Accounts $155,901.94 100 °,6
* Please see reverse side for additional yield information
CONTRIBUlTONS/WITIiD1ItAWALS
YEAII-TO-DATE Prior year Current year Taxes withheld
contributions contributions Withdrawals State Federal
BASIC S&P 500 Stock Index Fund $710.00 $0.00 $0.00 $0.00 $0
00
Dreyfus Int Term Income Fd-A 0.00 0.00 0.00 .
0.00 0.00
-----
$710.00 $0.00 $0.00 $0.00 $0.00
BASIC SAP 500 St Index Fund
,count number: 0713-0216434027`
i . •.
Trade
date._ -_
~--..-___...
Description -
Dollar amount _
Share price __ -
Shares thrs Total shares
transaction owned
Market Value as of 12/30/11 $19,647.70 $25.70 764
502
03/30/12 Prior Year Contrib QNAV 710.00 28.92 .
24.550 789
052
Market Value as of 03/30M 2 $22, 819.38 28.92 .
789.052
Dreyfus Interne to Term Income Fund-Class A
Account number: 0082-021643402
Trade
date
Description
Dollar amount
Share price Shares this Total shares
transaction owned
Market Value as of 12/30/11 $131, 379.39 $13.63 g , 6~g, 987
01/31/12 Dividend Reinvest 287.79 i 3.79 20.869 9
659
856
02!29/12 Dividend Reinvest 263.42 13.82 ,
.
19.061 8
678
917
03/30/12 Dividend Reinvest 287.82 13.72 ,
.
20.978 0,699.895
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Allegheny York Co
Attn: Herbert Konrad
3995 N GEORGE STREET EXT
MANCHESTER, PA I7345-9202
0155019 SP 0709
Plan # 227858 STN
Gary E Nell
3969 Broakridge Drive
Mechanicsburg, PA 17050
_ P~1-YCHEX®
401(k) P~i, ofit Sharing Plan and Trnst
~.i
Retirement Account Statement
For the Period 04/Ol/Z012 - 06/30/Z012
-cDt_P_i PERSONAL INFORMATTON -
Date of Hire: 06/1 S/1975
Retirement Services Information Line:1-877-244-1771
hops://beneflts.paychex,com
What could an additional defers[ amount from your paycheck do for your retirement savings? Sce the difference a small increase to your salary deferral
election amount can make. Visit the Paychex Retirement Services website at httpsJ/benefits.paychex.com to assess your savings potential using the online
retirement planning calculators.
Please carefully review your statement and contact Paychex regarding any questions, clarification, or potential changes within 14 days of receipt.
BALANCES BY FUND SELECTION
Existing Balances FUND AS °i6 OF FOR FUTURE
FUND NAME TOTAL ASSETS CONTRIBUTIONS
RRTBX TRP RTMT 2020 R 0.00% 100%
TOTAL 0.00% 100%
Your total personal rate of return for 04/01/2012 through 06/30/2012 is (5.17}%. Your year to date personal rate of return
is 3.71 %. Transaction detail and additional personal rate of return information is available on benefits.paycbex.com.
_-
BEGINNING D1SfRIBUTION3, ENDING
BALANCE AS GAINS/ FEES, & OTHER BALANCE AS VESTED PEAR TO DATE VESTED
OF 04!01/12 CONTRIBUTION (LOSSES) WrrHDRAWALS OF 06/30/12 PERCENT CONTRIBUTION BALANCE
EMPLOYEE PRETAX 2,324.10 0.00 (110.03) 2,214.07 O.OD 100% _
51258 OAO
EMPLOYER MATCH 1,162A4 0.00 (55.02) 1,107A2 0.00 100% _ 256.28___ 0.00
TOTAL DOLLARS 3,486.14 0.00 (165.05) 3321.09 0.00 768.86 0.00
0709-01-00-0155019-OD02-0288982
~~e'~
E
1~lells Fargo Retirement Savings Statement
WELLS FARGO BANK, N.A.
CAMP HILL
P.O. BOX 6995
PORTLAND, OR 97228-6995
H GARY EDWIN NE
TRADITIONAL
39b9 BROOKRI
MECHANICSBURG PA
Page 1 of 1
87,051 (C0345~
Account Number: 257410276920 20
Statement End Date: 06/30/11
EX
DR
17055-o0ao
if you have any questions about this statement or your accounts, call: 800-237-8472 (1-800-BEST IRAJ.
Your Retirement Savings at a Glance Current Balance
Retirement Savings Accounts + 11,628.48
News from Wells Fargo
Complete benef~iary information is important,in ensuring Welts Fargo is able to identify and distribute funds to beneficiaries as
intended. by you, the IRA owner, in case of death. We ask that you make certain your beneficiary designations are current. If you need
to make an update, please visit your local personal banker or call 1-800-BEST-IRA (1-800-237-8472). Phone bankers are available to
assist 7 days a week from 5:00 a.m. to 9:00 p.m., Pacific Time.
Wells Fargo's Retirement Market Rate Savings Account will change its name to Way2Save Retirement Account later this year. This will
be a change in name only with all other account terms and features remaining unchanged. Setting this account up for periodic transfer
deposits from your Wells Fargo checking account allows you to conveniently maximize your IRA contributions.
Retirement Plan Summary
Contributions and changes to your Welts Fargo retirement savings account during
calendar year 2011 are listed below:
Beginning balance on Jan 1 $ p_p0
Direct Transfer Deposits + f 1,625.58
Interest Paid -}- 290
New balance as of Jun 30 = 11,628.48
Ret/cement Savings Accounts
Account # 25741027-6920520
Summary of your account -_~~_.._____ V~~ ..,~~_~__________________.,.~ ~~__~_____
Previous balance on Apr 18 $ 0.00
Deposits, other additions + 0.00
Withdrawals, other reductions _ O.Op
Ending balance on Jun 30 = 11,628.,48
Summary of interest
/merest paid this period $ 0.00
Interest and bonuses paid to date this year $ 2.90
Thank you for banking wifh We!!s Fargo. ~~~ ~~
NOTICE: see reverse side for important Information. I II~~I~~I I~~ I{I~~ II~I~ I~I~~ I~II'~I~~ ~I~II II~II ~II~I IIII~ II'll
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