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REV-1500 EX (01-10) 1505610140
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 2 0 7 8 7
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
0 0 1 2 4 7 6 2 3 0 5 3 0 2 0 1 2 1 0 2 3 1 9 3 1
Decedent's Last Name Suffix Decedent's First Name MI
H I L L E A R L W I L L I A M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
H I L L S U Z A N N E D
Spouse's Social Security Number
1 6 8 3 0 3 7 7 9 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
❑X 1. Original Return 2. Supplemental Return ❑ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise (date of ❑ 5. Federal Estate Tax Return Required
death after 12-12-82)
OX 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
❑ 9. Litigation Proceeds Received F 10. Spousal Poverty Credit (date of death F_~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
D A V I D H S T O N E E S Q U I R E 7 1 7 7 7 4 7 4 3 5
EGISTER OF WILLS USE =LY
C2 w :;8 M
First line of address Q r
~O CTJ u'S
4 1 4 B R I D G E S T R E E T r- fv° t r'`I
f" z r~1 Co 1 a
Second line of address q
A> C`.. 1
C r'- DATE FILED
City or Post Office State ZIP Code
0
N E W C U M B E R L A N D P A 1 7 0 7 0
-,a
Correspondent's e-mail address: D S T O N E aEI S T O N E L A W• N E T
Under penalties of perjury. I declare that I have examined this return, including 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.
SIGNATURE 0 PERSON RESPONSIBLE FOR ¢ILING RETURN DATE
ADDRESS
5272 S 0 RT MECHANICSBURG PA 17055
SIGNATU E OF PRE R 0 HE HAN REPRESENTATIVE DATE
ADDRESS
414 BRIDGE STR ET NEW CUMBERLAND PA 17070
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140
1505610240
REV-1500 EX Decedent's Social Security Number
Decedent's Name: EARL WILLIAM HILL 0 0 1 2 4 7 6 2 3
RECAPITULATION
1. Real Estate (Schedule A) 1 •
4 4 6 6 4 7.3 7
2. Stocks and Bonds (Schedule B) 2•
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3.
4. Mortgages and Notes Receivable (Schedule D) 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5.
6. Jointly Owned Property (Schedule F) ❑ Separate Billing Requested 6.
7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property
(Schedule G) Separate Billing Requested 7. 1 3 4 6 1 8. 4 0
8. Total Gross Assets (total Lines 1 through 7) 8. 5 8 1 2 6 5 . 7 7
9. Funeral Expenses and Administrative Costs (Schedule H) 9. 3 4 9 7 5 . 5 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) 10. 0 . 0 0
11. Total Deductions (total Lines 9 and 10) 11. 3 4 9 7 5 . 5 0
12. Net Value of Estate (Line 8 minus Line 11) 12. 5 4 6 2 9 0 . 2 7
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. 5 4 6 2 9 0 . 2 7
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 5 4 6 2 9 0. 2 7 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X• 0 0. 0 0 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. 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
1505610240 1505610240
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 12 0787
DECEDENT'S NAME
EARL WILLIAM HILL
STREET ADDRESS
5272 SYCAMORE COURT
CITY STATE ZIP
MECHANICSBURG PA 17055-
Tax Payments and Credits:
1- Tax Due (Page 2, Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits ( A + B) (2) 0.00
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) 0.00
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; ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income; ❑ 191
a
c. retain a reversionary interest; or ❑ F-1 X
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ❑ n
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ❑ n
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? ❑x ❑
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 decedent's lineal beneficiaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. 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 + (8-12)
pennsylvania SCHEDULE B
DEPARTMENT REVENUE STOCKS & BONDS
INHERITANCE TAX AX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EARL WILLIAM HILL 21 12 0787
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1• 600.279 shares MS SB Acct-American Gr Fd of Amer 181404.55
A-LT Div Reinvt a9 $30.660 each
2 1807.41 shares MS SB Acct-American Gr Fd of America 55,415.19
A a9 $30.660 each
3 4200 shares MS SB Acct-Calamos Global Dynamic Cef 33,768.00
a $8.040 each
4 30.05 shares MS SB Acct-Calamos Global Dynamic 241.60
Cef-Div Reinvest a $8.040 each
5 31.79 shares MS SB Acct-Calamos Global Dynamic 255.59
Cef-Div Reinvt W $8.040 each
6 3850 shares MS SB Acct-Calamos Strg Ttl Return 35,766.50
Fd a $9.290 each
7 200 shares MS SB Acct-Chesapeake Energy Corp a 3,236.00
$16.180 each
8 500 shares MS SB Acct-Dole Food Co Inc New a9 $8.740 4,370.00
each
9 125 shares MS SB Acct-Express Scripts Hldg Co Com 6,613.75
a $52.910 each
10 550 shares MS SB Acct-Ford Motor Co New 0 $10.640 5,852.00
each
11 400 shares MS SB Acct-General Electric Co a $19.100 7,640.00
each
12 200 shares MS SB Acct-Hewlett Packard a9 $22.630 4,526.00
each
13 125 shares MS SB Acct-III Tool Works Inc a $56.250 7,031.25
each
14 425 shares MS SB Acct-Windstream Corp a9 $9.330 each 3,965.25
15 12262.626 shares T Rowe Price-Acct #101347541-4 - 127,899.19
Tax-Free Income a9 $10.430 each
16 17,188.316 shares WI Services Company-Acct 131,662.50
#10859387 - WR Advisors Municipal Bond A Fund a
$7.880 each
TOTAL (Also enter on Line 2, Recapitulation) $ 4 4 6 , 6 4 7 • 3 7
If more space is needed, insert additional sheets of the same size
REV-1510 EX+ (08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EARL WILLIAM HILL 21 12 0787
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPL CA9LE) VALUE
1- 310.277 shares MS SB IRA Acct-Amer 10,927.96 100.00 10,927.96
Europacific Grw A-LT Div Reinv a
$35.220 each
2- 321.923 shares MS SB IRA Acct-Amer 9,870.16 100.00 91870.16
Gr Fd of America A LT Div Rein a9
$30.660 each
3- 500.439 shares MS SB IRA Acct- 17,625.46 100.00 171625.46
American Europacific Grw A a $35.22
each
4. 977.648 shares MS SB IRA Acct- 29,974.69 100.00 29,974.69
American Gr Fd of America A 0 $30.660
each
5- 125 shares MS SB IRA Acct-Chesapeak 2,022.50 100.00 2,022.50
Energy Corp a $16.180 each
6. 300 shares MS SB IRA-Dole Food Co 2,622.00 100.00 2,622.00
Inc New a $8.740 each
7- 575 shares MS SB IRA-Ford Motor Co 6,118.00 100.00 6,118.00
New a9 $10.640 each
8- 275 shares MS SB IRA-General 5,252.50 100.00 5,252.50
Electric Co @ $19.100 each
9- 135 shares MS SB IRA-Hewlett 3,055.05 100.00 3,055.05
Packard W $22.630 each
10- Verizon-Pension Plan benefits 47,150.08 100.00 47,150.08
benef is Suzanne D Hill, spouse
All of the above MorganStanley/Smith Barney
accounts have Suzanne D Hill as beneficiary
(#1 - 9)
TOTAL (Also enter on Line 7, Recapitulation) $ 13 4 , 618 - 4 0
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EARL WILLIAM HILL 21 12 0787
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1• Parthemore Funeral Home-funeral expenses 4,410.00
B. ADMINISTRATIVE COSTS:
1, Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
2. AttomeyFees: David H Stone, Esquire 261250.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 31500-00
Claimant Suzanne D. H i l l
Street Address 5272 Sycamore Court
city Mechanicsburg State PA zip 17055
Relationship of Claimant to Decedent Surviving spouse
4. Probate Fees: Reg of Wills Cumberland Co plus add' 1 short 585.50
cert
5. Accountant Fees:
6. Tax Return Preparer Fees:
7• Register of Wills-filing Inh tax return and Inv 30.00
2• Reserve for closing expenses 200.00
TOTAL (Also enter on Line 9, Recapitulation) $ 341975-50
If more space is needed, use additional sheets of paper 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:
EARL WILLIAM HILL 21 12 0787
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).]
1• SUZANNE D HILL Spousal 5461290.27
5272 SYCAMORE COURT
MECHANICSBURG PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, 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.
STONE, LAF"ER & SIIEKLETSKI
ATTORNEYS AT LAW
414 BRIDGE STREET
NEW CUMBERLAND PA 17070
LAST WILL AND TESTAMENT
OF
EARL WILLIAM HILL
I, EARL WILLIAM HILL, of the Borough of New Cumberland, Cumberland
County, Pennsylvania, declare this to be my last will and revoke any
will previously made by me.
IT- EM I: I direct that my Executrix hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease from the residue of my estate.
ITEM II: I devise and bequeath all of my estate of every nature
and wherever situate to my spouse, SUZANNE D. HILL, if she survives me.
ITEM III: Should my spouse, SUZANNE D. HILL, fail to survive me,
I devise and bequeath all of my estate, of every nature and wherever
situate as follows:
A. One-half unto CHRISTOPHER BENKO.
B•. One-half (1~) unto MATTHEW R. BENKO.
ITEM IV: I appoint my spouse, SUZANNE D. HILL, Executrix of this
my last will. Should my spouse, SUZANNE D. HILL, fail to qualify or
cease to act as Executrix, I appoint CAROLYN H. BENK,O and DAVID H.
STONE, Co-Executors of this my last will.
ITEM V: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his or her duties
in any jurisdiction.
Page 1 of 4
IN WITNESS WHEREOF, I, EARL WILLIAM HILL, have hereunto set my hand
and seal this day of 2008.
EARL WILLIAM HILL
SIGNED, SEALED, PUBLISHED and DECLARED by EARL WILLIAM HILL, the
Testator above named, as and for his Last Will and Testament, and in the
presence of us, who at his request, in his presence and in the presence
of each other, have subscribed our names as witnesses.
414 Bridge St., New Cumberland PA
Wit s Address
k~ 414 Bridge St., New Cumberland PA
Witness Address
Page 2 of 4
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF CUMBERLAND
I, EARL WILLIAM HILL, the Testator whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instrument
as my last will; that I signed it willingly and that I signed it as my
free and voluntary-actfor the=purposes therein contained.
_ IN
EARL WILLIAM HILL
Sworn to or affirmed to and acknowledged before me by EARL WILLIAM
HILL, the Testator, this \4- day 2008.
Notary Public
COMMONWEAITH Of PENNSYLVANIA
NOTARIAL SEAL
CAROL L. TROXELL, Notary Public
New Cumberland 801'0. Cumberland Co.
My Commission Expires Dec. 27, 2009
Page 3 of 4
COMMONWEALTH OF PENNSYLVANIA :
. SS:
COUNTY OF CUMBERLAND ,
We, rt N\ f and
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testator sign and execute the instrument as his
last wlirr that-- Testator si ned-willingl
9 y anti; that he"exeeutec>` it as his-
free and voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator was at that
time eighteen or more years of age, of sound mind and under no
constraint or undue influence. % L-1- -
45Ls
zov- .
Witness
Sworn to or affirmed to and acknowledged before me by
• and .
witnesses, thi3\'GZ&- day of 2008.
COMMONWEALTH Of PENNSYLVANIA
NOTARIAL SEAL
CAROLL.TROXELL, Notary Public Notary Public
New Cumberiand 8oro. Cumberland Co.
My Commission Expires Dec. 27, 2009
Page 4 of 4
T. ROWE PRICE SERVICES, INC. WWW.TROWEPRICE.COM
P.O. Box 17302
Baltimore, Maryland
21297-1302
4515 Painter N1,11 Road
Owings Mills. Maryland
21117-4903
October 25, 2012
David H Stone
Stone LaFaver & Shekletski
Attorneys at Law
414 Bridge St
PO Box E
New Cumberland PA 17070
Subject: Transfer Request
Dear Mr. Stone:
I am writing in response to the forms and letter that we received from you to begin the transfer
process for the account registered to the late Earl W. Hill at T. Rowe Price. I am sorry to
learn of Mr. Hill's passing. Please extend my condolences to his family. As you requested, I
have provided the balance of his account as of May 30, 2012, in the following table:
Fund Name Account Number Share F Balance Accrued
Number of Shares Price Dividends
Tax-Free Income 101347541-4 12,262.626 $10.43 $127,899.19 $400.22*
*Accrued dividends were reinvested on May 31, 2012, and are not included in the balance
shown.
Since the assets in Mr. Hill's account belong to his estate, we would need to transfer the assets
to an account registered to his estate prior to transferring them to an account in Ms. Suzanne
D. Hill's name. In order to complete the transfer process, we will reference the forms on file,
and we will also need the following:
• A completed and signed Form W-9, which I have enclosed, for Mr. Hill's estate. The
form should be signed by Ms. Hill as the administrator of the estate and should include
the tax identification number (TIN) for the estate.
• A certified copy of the legal document, such as letters testamentary, appointing the
executor of the estate. The document must have been certified in ink by the court or
clerk of the court within 60 days of our receiving it. The short certificate that we
received had not been certified within that time.
T.RowePfice
INVEST WITH CONFIDENCE
After the account has been transferred to the estate, we could then transfer it to Ms. Hill. If
she would like to do so, she should include a letter of instruction with the aforementioned
paperwork requesting that we transfer the assets to her following the transfer to the estate.
The required paperwork may be sent to us in the postage-paid envelope provided. Please also
include a copy of this letter for reference. We will promptly proceed accordingly when we
receive the necessary documentation.
Mr. Stone, if you have any questions regarding this correspondence, please feel free to call a
telephone services representative at 1-800-225-5132. Representatives are available Monday
through Friday from 8 a.m. to 10 p.m. ET and Saturday from 8:30 a.m. to 5 p.m. ET.
Sincerely,
Kevin Miller
Senior Account Services Representative
Correspondence Number: 02283655
Enclosure(s): Form W-9
Envelope (PPD-RAS)
T.Romeffice
IL
INVEST WITH CONFIDENCE
2l4 Senatc A%c
-th Fluor
Camp Hill, PA 1-011
tel ?17 730 1800
}ax l' -i0 189-4
roll free R00 237 1700
MorganStanley
August 30, 2012 Smith Barney
Stone, LaFaver & Shekletski
Attn: Jennifer A. Mearkle
414 Bridge Street
PO Box E
New Cumberland, PA 17070
Re: Estate of Earl Hill
Dear Jennifer:
In response to your requests regarding the accounts of Earl W. Hill, please find the following documents:
1. Date of Death valuation for Earl's Single account.
2. Date of Death valuation for Earl's IRA account.
3. A client agreement for the Estate account to be signed by Suzanne.
4. An Affidavit of Domicile to be signed by Suzanne in the presence of a Notary Public.
5. An IRA distribution form to move Earl's IRA to Suzanne's IRA.
6. An IRA distribution form to distribute Earl's 2012 Required Minimum Distribution to Suzanne.
7. An LOA to move the assets in Earl's Single account to and Estate account.
I have highlighted the areas that require attention. We will also need a tax id number to set up the
Estate account.
A postage paid envelope has been provided for convenience.
If you have any questions, please call me at (717) 730-1816.
Thank u,
f
Lana Washburn
Registered Client Service Associate to:
Wayd W. Wolgemuth
First Vice President
Financial Advisor
Lrw
enclosure
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Pension Plan
Beneficiary Pension Elections
veriL Worksheet
Statement Date 11-15-2012
000003
SUZANNE D. HILL
C/O DAVID H STONE
414 BRIDGE STREET
NEW CUMBERLAND PA 17070
This worksheet lists all of the decisions you will need to make to start your benefit. Use this worksheet to
keep track of your decisions as you review all of the enclosed material.
Once you have completed this worksheet, make your elections by calling the Verizon Benefits Center toll
free at 1-877-4VzBens. Do not return this worksheet by mail.
Your Decisions for Sickness Death Benefit
Make This Decision Select Only One in Each Section Below Find Information In...
Payment Option Select one of the following:
[ ] Lump Sum as of January $47,150.08
01, 2013
This option provides a
single payment of the value
of your entire benefit.
delivered by 1 le)Nitt
III1111111111111111111111111111III1111111111111111111111111111111111111111111111111111111111 126850072 V8730-00(X(03
WI Services Company
6300 Lamar Avenue
Post Office Box 29217
Shawnee Mission, KS 66201-9217
www.waddell.com
August 31, 2012
David Stone
414 Bridge St
PO Box E
New Cumberland, PA 17070
Re: Account # 10859387
Estate of Earl William Hill
Date of Death: 05/30/2012
Dear Mr. Stone:
This letter is in response to your notification of the death of Earl William Hill, and your
request for the date of death valuation.
Please be advised that as of the date of death, the above account contained 17,188.316
shares of the WR Advisors Municipal Bond A Fund with a price of $7.66 per share.
Therefore, the value was $131,662.50.
If you have any further questions, please contact us at the address above or on our toll
free number 1-888-WADDELL (1-888-923-3355)
Sincerely,
Client Service Division
Waddell & Reed Services Company