HomeMy WebLinkAbout03-14-13 _J 1505610105
REV-1500 EX(11-12)(F[)
OFFICIAL USE ONLY
PA Department of Revenue pennsytvania
Bureau of Individual Taxes � M County Code Year File Number
PO BOX 28o6o1 INHERITANCE TAX RETURN
Harrisburg,PA 17128-o6oi RESIDENT DECEDENT `��I I I 9
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
166-46-5569 11172010 08071956
Decedent's Last Name Suffix Decedent's First Name MI
Bedene David J
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Bedene Kathleen M
Spouse's Social Security Number
-- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
199-50-8085 REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
On 1.Original Return C=) 2.Supplemental Return O 3. Remainder Return(date of death
Prior to 12-13-82)
C= 4.Agriculture Exemption O 5.Future Interest Compromise(date of G7 8. Federal Estate Tax Return Required
(date of death after 7-1-2012) death after 12-12-82)
CM) 7.Decedent Died Testate O 8.Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes
(Attach copy of will.) (Attach copy of trust.)
O 10.Litigation Proceeds Received O 11.No Taxable Asset Return Cl 12. Election to Tax under Sec.9113(A)
(Attach Schedule O.)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
(717)L9-25C
rStephen J. Barcavage, Esq r1
RWIS# R OF Wl"USE:b&r J
First Line of Address "� t'.y —'= :•'t t
C/3
. rs
2595 Interstate Drive
r3 '"t
Second Line of Address
Suite 101
City or Post Office State Code "
DATE F
Harrisburg PA 17110
Correspondent's email address: sjbarcavage @centralpaattorneys.com
Under penalties of perjury,I eclare I have examined this return,including accompanying schedules and statements,and to the hest of my knowledge and belief,it
is true,correct and plat Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN T PE ON SPONSIBLE FOR FILING RETURN DATE
/2/Z0112-
ADD
337 Liberty Court, Mechanicsburg, PA 17050
SIGNATUR EP HER THAN REPRESENTATIVE DATE
ADD
25 5 I e ate Drive, Suite 101, Harrisburg, PA 17110
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105 J
J 1505610205
REV-1500 EX(Fl)
Decedent's Social Security Number
Decedent's Name: David J. Bedene 166-46-5569
RECAPITULATION
1. Real Estate(Schedule A). ... .. ..... ................ . ....... ......... . 1.
2. Stocks and Bonds(Schedule B) ............... ................. ....... 2. 5,803.32
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. 1,800.00
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ... .... 6. 0.00
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested... . . . .. 7. 0.00
8. Total Gross Assets(total Lines 1 through 7)........................ ..... 8. 7,603.32
9. Funeral Expenses and Administrative Costs(Schedule H)..... . . . ... . . ..... . 9. 12,842.18
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)..... .......... 10.
11. Total Deductions(total Lines 9 and 10)... ................ ........... ... 11.
12. Net Value of Estate(Line 8 minus Line 11) . . . . .... . . ....... . . . .. .. . . ... . 12. ! 5,238.86
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) ...... . . .... . ..... . .. . . . 13. 0.00
14. Net Value Subject to Tax(Line 12 minus Line 13) ... . ..... . .. .. ...... . .. . 14. 0.00
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 0.00 15.
16. Amount of Line 14 taxable -
at lineal rate X.0_ 16.
17. Amount of Line 14 taxable
at sibling rate X.12 17.
18. Amount of Line 14 taxable
at collateral rate X.15 18
19. TAX DUE . . ........ . . ....... ..................... ... .. ..... . .... . . 19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=)
Side 2
L 1505610205 1505610205 J
i
REV-1500 EX(FI)Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
David J. Bedene
STREET ADDRESS
337 Liberty Court
CITY S� TATE ZIP
Mechanicsburg PA 17050
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)
3. Interest
(3)
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)
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.......................................................................................... ❑ N
b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ N
c. retain a reversionary interest.............................................................................................................................. ❑ N
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 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? ......................................................................................... ❑ N
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(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+(6-98)
- SCNEDIJLE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
SroC.�
,gad 7a
r l foo, o0
TOTAL(Also enter on line 2, Recapitulation) $
(If more space is needed,insert additional sheets of the same size)
REV-15o8 EX+(11-10)
� pennsylvania
SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
TOTAL(Also enter on Line 5, Recapitulation) $ 41 P'o 0, pO
If more space is needed, use additional sheets of paper of the same size.
MILITARY TESTAMENTARY PREAMBLE: This is a MILITARY TESTAMENTARY
INSTRUMENT prepared pursuant to Title 10 United States Code, Section 1044d, and executed
by a person authorized to receive legal assistance from the military services. Federal law
exempts this document from any requirement of form, fon-nality, or recording that is prescribed
for testamentary instruments under the laws,of a state, the District of Columbia, or a territory,
commonwealth or possession of the United States. Federal law specifies that this document
shall be given the same legal effect as a testamentary instrument prepared and executed in
accordance with the laws of the jurisdiction in which it is presented for probate. It shall remain
valid unless and until the Testator revokes it.
�7 77D
LAST WILL A_ND TESTAMENT
OF
DAVID JOSEPH BEDENE
-TI
1, DAVID JOSEPH BEDENE, a resident of the State of Illinois, make, publish
and declare this to be my Last Will and Testament, revoking all wills and codicils at any time
heretofore made by me. I am in the military service of the United States.
FIRST: I direct that the expenses of my last illness and funeral and the
expenses of the administration of my estate shall be paid from my residuary estate without
apportionment. I direct that all estate, inheritance and similar taxes payable with respect to
property included in iny estate, whether or not passing under this will, and any interest or
penalties thereon, shall be apportioned among the people interested in my estate in the manner
provided by law in the absence of a contrary direction in this will. Any generation-skipping,
transfer tax under Chapter 13 of the Internal Revenue Code shall be charged to the property
constituting the generation-skipping transfer on which such tax is imposed, as provided in
Section 2603(b)of the Code.
SECOND: I give all real estate owned by me at the time of my death, and all
rights that I have under any related insurance policies, to my wife KATHLEEN MARIE
BEDENE, if she survives me.
THIRD: I give all tangible personal property owned by me at the time of my
death, including without limitation personal effects, clothing, jewelry, furniture, furnishings,
household goods, automobiles and other vehicles, together with all insurance policies relating
thereto, to my wife KATHLEEN MARIE BEDENE, if she survives me, or if she does not
survive me, to those of my children (SAMUEL THOMAS BEDENE, KATIE AMBER
BEDENE, ASHLEY RENE BEDENE, DAVID JOSEPH BEDENE JR. and CHRISTIE LEE
BEDENE and any other children which I hereafter may have) who survive me, in substantially
equal shares, to be divided among them as they shall agree, or if they cannot agree, or if any of
them shall be under the age of twenty-one(2 1) years, as my Executor shall determine.
0
FOURTH: I give all the rest, residue and remainder of my property and estate,
both real and personal, of whatever kind and wherever located, that I own or to which I shall be
in any manner entitled at the time of my death (collectively referred to as my "residuary estate"),
as follows:
(a) If my wife KATHLEEN MARIE BEDENE survives me, to my wife
outright.
(b) If my wife does not survive me, then to those of my children who survive
me per capita, or if neither my wife nor any of my children shall survive me, then
to my grandchildren who survive me per capita.
(c) If my wife does not survive me and there shall be no issue of mine then
living, I give my residuary estate to those who would take from me as if I were
then to die without a will, unmarried and the absolute owner of my residuary
estate, and a resident of the State of Illinois.
FIFTH: I authorize my Executor, in addition to any rights conferred by law and
in the absolute discretion of my Executor, and without the consent of any court having
jurisdiction over my estate, to disclaim or renounce, in whole or in part or with respect to
specific amounts, parts, fractional shares or assets, any legacy, devise, or interest in or privilege
or power over any trust or other disposition provided for my benefit under the will or other
instrument of any person at any time within nine months after the date of the transfer (whether
by reason of such person's death or otherwise) which created an interest in me.
I authorize any person, in addition to any rights conferred by law, at any time
within nine months after my death, to disclaim or renounce, in whole or in part or with respect to
specific amounts, parts, fractional shares or assets, any devise, legacy, interest, right, privilege,
or power granted to that person by this will. Any such disclaimer or renunciation shall be made
by a duly acknowledged, irrevocable, written instrument executed by that person or by his or her
conservator, guardian, committee, attorney-in-fact, executor, or administrator, delivered to my
Executor and fled in accordance with any requirements of applicable law.
If my wife shall disclaim or renounce all or any part of any bequest to her under
this will, or of any property passing to her outside this will, by operation of law, beneficiary
designation, or otherwise, I direct that such property shall be disposed of in accordance with the
provisions of clause (b) of Article FOURTH above.
SIXTH: I authorize my Executor to allocate any amount of the exemption from
generation-skipping transfer (GST) taxes under Section 2631(a) of the Internal Revenue Code to
such property of which I am the transferor as my Executor shall select, in the absolute discretion
of my Executor, whether or not such property passes under this will, including property
transferred by me during life, whether or not I allocated any GST exemption to such property
during my life, and without any duty to favor beneficiaries under this will over beneficiaries of
property passing outside this will.
2 V`(7)
SEVENTH: If any property of my estate vests in absolute ownership in a minor
or incompetent, my Executor, at any time and without court authorization, may: distribute the
whole or any part of such property to the beneficiary; or use the whole or any part for the health,
education, maintenance and support of the beneficiary; or distribute the whole or any part to a
guardian, committee or other legal representative of the beneficiary, or to a custodian for the
beneficiary under any gifts to minors or transfers to minors act, or to the person or persons with
whom the beneficiary resides. Evidence of any such distribution or the receipt therefore
executed by the person to whom the distribution is made shall be a full discharge of my Executor
from any liability with respect thereto, even though my Executor may be such person. If such
beneficiary is a minor, my Executor may defer the distribution of the whole or any part of such
property until the beneficiary attains the age of twenty-one (2 1) years, and may hold the same as
a separate fund for the beneficiary with all of the powers described in Article NINTH hereof. If
the beneficiary dies before attaining said age, any balance shall be paid and distributed to the
estate of the beneficiary.
EIGHTH: I appoint my wife KATHLEEN MARIE BEDENE to be my
Executor. If my wife does not survive me, or shall fail to qualify for any reason as my Executor,
or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint my
sister-in-law ANN MARIE WRIGHT as my Executor. I direct that no Executor shall be
required to file or furnish any bond, surety or other security in any jurisdiction.
Any bank, trust company or similar institution at any time serving as Executor
hereunder shall be entitled to receive compensation for its services in accordance with its
standard schedule of compensation in effect when such compensation is payable.
NINTH: I grant to my Executor all powers conferred upon executors wherever
my Executor may act. I also grant to my Executor power to retain, sell at public or private sale,
exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property,
real or personal, for cash or on credit; to borrow money and encumber or pledge any property to
secure loans; to hold property in bearer form or in the name of a nominee; to pay any legacy or
distribute, divide or partition property in cash or in kind, or partly in kind, and to allocate
different kinds of property, disproportionate amounts of property and undivided interests in
property among any parts, funds or shares, and to determine the fair valuation of the property so
allocated, with or without regard to tax basis; to determine what property shall receive basis
increases pursuant to Section 1022(b) and (c) of the Internal Revenue Code and the amount of
such increases and to make such determinations without regard to any duty of impartiality as
between different beneficiaries; to exercise all powers of an absolute owner of property; to
incorporate any business and form limited liability companies and hold any interests in
corporations and limited liability companies; to vote stock or securities, in person or by proxy; to
exercise subscription and conversion rights, and to participate or refuse to participate in any
reorganization, recapitalization, merger, consolidation, liquidation, dissolution or other action
with respect to any corporation; to transfer any business or property to a partnership and to be a
general or limited partner; to compromise and release claims with or without consideration; to
execute and deliver deeds and other instruments, including releases; and to employ attorneys,
accountants and other persons for services or advice. The term "Executor" wherever used
herein shall mean the executors, executor, executrix or administrator in office from time to time.
1t9 C;�t�
TENTH: I direct that for purposes of this will a beneficiary shall be deemed to
predecease me unless such beneficiary survives me by more than thirty days. The terms "child"
and "children" as used in this will include not only the child and children (whether now or
hereafter born) of the person designated, but also the legally adopted child and children of such
person. The term "issue" includes not only the children and other issue (whether now or
hereafter born) of the person designated, but also the legally adopted children and issue of such
person.
ELEVENTH: If my wife shall not survive me or is adjudged to be
incapacitated, I appoint my sister JOAN CAROL GHEZZI to be the Guardian of the person and
property of any children of mine who have not attained the age of majority. No Guardian shall
be required to file or furnish any bond, surety or other security in any jurisdiction.
TWELFTH. I have served in the Armed Forces of the United States. I
therefore request that my Executor make appropriate inquiries to ascertain whether there are any
benefits to which 1, my dependents or my heirs may be entitled by virtue of any military
affiliation. I specifically request that my Executor consult with a retired affairs officer at the
nearest military installation, the Department of Veterans Affairs, and the Social Security
Administration.
IN WITNESS WHEREOF, 1, DAVID JOSEPH BEDENE, sign my name and
publish and declare this instrument as my last will and testament this 2nd day of April, 2007.
Q��,
DA&AD JOSEPH BEDENE
The foregoing instrument was signed, published and declared by DAVID
JOSEPH BEDENE, the above-named Testator, to be his last will and testament in our presence,
all being present at the same time, and we, at his request and in his presence and in the presence
of each other, have subscribed our names as witnesses on the date above written.
) 7
&M,44Ji_J- Y11
Ma#t aret A. P zek
having an address at:
2601C Paul Jones St.
` Great Lakes, IL 60088
Sandie Pettit
having an address at:
2601 C Paul Jones St.
Great Lakes, IL 60088
4
MILITARY TESTAMENTARY INSTRUMENT SELF-PROVING AFFIDAVIT
STATE OF ILLINOIS, COUNTY OF LAKE, ss.
We, DAVID JOSEPH BEDENE and Margaret A. Puzek and Sandie Pettit, the
Testator and the witnesses respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that in the
presence of the military legal counsel and the witnesses the Testator, DAVID JOSEPH BEDENE,
signed and executed the instrument as his military testamentary instrument, that he had signed
willingly, and that he executed it as his free and voluntary act and deed for the purposes therein
expressed. It is further declared that each of the witnesses, at the request of the Testator, in the
presence and hearing of the Testator, the military legal assistance counsel and each other, signed
the military testamentary instrument as witness, and that to the best of his or her knowledge the
Testator was at the time at least eighteen years of age or emancipated, of sound mind, and under
no constraint, duress, fraud or undue.influence.
DA -f JOSEPH BEDENE
Testator
arg," et A. P k
Witness
Sandie Pettit
Witness
Subscribed, sworn to and acknowledged before me by the said DAVID JOSEPH
BEDENE, Testator, and subscribed and sworn to before me by the said Margaret A. Puzek and
Sandie Pettit as witnesses, this 2nd day of April, 2007.
I, the undersigned officer, do hereby certify that I am, on the date of this certificate, a person
with the power described in Title 10 U.S.C. 1044a of the grade, branch of service, and
organization stated below in the active service of the United States Armed Forces, and that by
statute no seal is required on this certificate, under authority granted to me by Title 10 U.S.C.
1044a.
i
Name of Officer and Position: John Goodin /1
Grade and Branch of Service: LTJG, JAGC, T N
Command or Organization: Naval Legal Se ct Office Office North Central Detachment Great Lakes
Malpezzi Funeral Home
8Market Plaza Way
Mccbmmicxh PA 17055
(717)697-4696
Michael J.Malpezzi,Owner,FD Jeremy J.Shartzer,FD Kyle C. Knipe,Fl)
December 30,20lO
Kathleen M. @edeoe
3]7 Liberty Court
Mechanicsburg, PA 17050
The Funeral Service for David lBedcoe
Wc sincerely appreciate the uoofideooeyou have placed i um and will continue to assist you ioevery
way we can. Please feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES,FACILITIES,AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES:
Limousine $335.00
Services of Funeral Director/Staff $4,625.00
FUNERAL HOME SERVICE CHARGES $4,960.00
SELECTED MERCHANDISE:
Solid Sycamore Casket $4,560.00
American Valor 12 ga.Galvanized Steel $1,795.00
Register Package $295.00
THE COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE
THAT YOU HAVE SELECTED $11,610.00
AT THE TIME FUNERAL ARRANGEMENTS WERE MADE,WE ADVANCED CERTAIN PAYMENTS TO
OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES.
CASH ADVANCES:
Certified Death Certificates $120M
Newspaper Notices-Patriot $414.18
Newspaper Notices-WilkesBarre $87.00
Newspaper Notices-Scranton $187.00
Clergy/Mass Offering $125.00
Organist $125.00
Flowers $159.00
Altar Servers $15.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES $1,232.18
CONTRACT PRICE $12,842.18
12/20/2010 PaymentCCVA $100.00
TOTAL AMOUNT DUE S12,742.18
Page 1 of 2
Computershare +
Cmptttershare Trust Company.NA.
veriv p PO Box 43076
■■�' ProvIdence,At 02940-3016
IMPORTANT TAX RETURN DOCUMENT ENCLOSED) Within USA,US territories b Canada 600 6312355
#Outside USA.US territories 5 Canada 761 575 3994
010321 www.conputershare.coln&enzm
II Hf tI ors t sir r s ItI s 1[I . II eIs utfl VenzonOommuNcations Inc.ts incorporated under
ill I If Illlll Ill it l lIf I Ill li Il I I
the*"ofthoslaleofDE.
DAVID J BEDENE
337 LIBERTY CT
MECHANICSBURG PA 17050-1$40 Holder Account Number
00009737677
SSNti Oft Centlied Symbol
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it is important to retain this statement for tax rewr im purposes and for use as a reference � Holder Account Number:00009737677
when you access your account online at our website or when contacting Computershare.
►ACCOUNT SUMMARY As of close of stock market on 01 Nov 2010
124 � t1ti + ?tt W cflnt� ih
DSPP-ConmonStook 0.000000 0.000000 51,563'236 51.563236 32.400000 1,670.65
Dividend Reinvestment Activity As of record date
This section includes information only for sharestunits for which dividends are reinvested
Record Payment I Dividend Stock Class I Dividend Reinvestment i Grass Taxes Taxes Net
Date Date Rate($) Description SharesfUnits I Dividend($) Withheld(S) Dividend($)
08 Oct 2010 01 Nov 2010 0.487500 Comm 50139197 24.76 24.76
Transaction History From:01 Jan 2010 To:01 Nov 2010
This section pertains only to book.try sha-aslunits.
Date Transaction I Transaction I Deduction Deduction Not Price Per Transaction I Total Book
Description Amount($) Description Amount($) Amount($) SharaWnit(S} SharesiU Sh
nits arestUnits
Plan Transacticns DSPP•Common Shock
Balance Forward 48.5592£3
01 Feb 201C Dividend Reinvestment 23.07 Transaction Fee 117 21.90 29.641282 0,738834 49.298097
03 May 2010 Dhdend Reinvestment 23.42 Transaction Fee 1.19 22.23 29.117528 0.763458 50.061555
02 Aug 2010 Dividend Reinvestment 23.78 Transaction Fee 1.21 2157 29.023632 0.777642 50.839197
01Nov2010 Dw4endReinvestmenl 24.78 Transaction Fee 1.26 23.52 32.484423 0.724039 51.563236
a TT,.
WIPPA-TAX(Frev.tan) Please see Important PRIVACY NOTICE on mverse side of suebertmnt,
CORRECTIED(d checked) Dividends and Distributions
ve#77M is Total ansnarp ffrdands lb O.Wed divrdards ome N0.154501V0
�r �D"Q
It 95.05 It 95.05
S Nondividend distob!bns 4 FederY income In%0*914 201
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PAYER'S name,strand address,city,state,and ZIP cods t f L V i!
VERIZON COMMUNICATIONS INC. 6 Fxe„n tax paid 7 Forego country or U.S.possession
00 COMPUTERSHARE f Form 1099•DIV
P,O.BOX 43010 g r�sn E xsiaf en t s!dG ton PAYER'S Federal knafan nw ma
PROVIDENCE RI 029403010 t 23.2259884 COPY 8
RECPIENT'S idenhtcakn twofer Account nifter(sea ins+a ax rt) For Recipient
1664 5W C000973767T
RECIPIENT'S name,street address,city,stale,ZIP code This is irgomatt tax eskrmasc.
DAVID J SEDENE $turn nafy Rt report**tax Ihheld tanwuas Pdid andb RaMesed do at
reflect deductiaas!ar auc vrantreid.d err) and is t>etng rumisaed to the
337 LIBERTY CT Internal Revmao Sen e'!f you
Am0un1 Pail BY ChecxrEf T Amaunt Reinwsiad are regWou to fit a tetum.a
MECHANICSBURG PA 17050-1840 f 0 t 95.05 aeogence oenaty ca owner
Camoany Pad Fees Campaay Paid Service Charges swct*n may be enposea on
S 0 t 0 tau!f he it c s taxable and
aw IRS deterr.Noes that e;1as
E7bc0ani as Reinvestment not been ieponzo.
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Form 1099•DIV(keep for your records) oapam ent or tee Treasury-intemal Revenue Service
(Pmputershare
} } Computershare Trust Company,N.A.
` ` P.O.Box 43078
Providence,Al 02940-3078
IMPORTANT TAX RETURN DOCUMENT ENCLOSED Within USA,US territories&Canada 800 351 7221
Outside USA,US territories&Canada 781 575 4729
003584 Aww.cornputershare.corrVatt
llllilllilli"'llliltllll'i'11'I'lllilllril1lHllrlllllrLlif AT&T Inc-s incorporated under the laws of
DAVID J BEDENE the State of DE.
337 LIBERTY CT
MECHANICSBURG PA 17050.1840 Holder Account Number
C3000404801
111111 I I 1II
SSNRIN Certified Yes
Symbol T
t101CSileR i_RPS.EMM A-,T apla6 ISM1iOi;}i3i+140T_i'
AT&T Inc, DirectSERVICE Investment Program Statement
Dividend Information Record Date: 08 Oct 2410 Holder Account Number.C3000404801
Payment ! Number of Shares Dividend Rate Gross Dividend Tax Withheld Net Dividend
Date Reinvesting Dividends
Tax Type ($)
01 Nov 2010 86.967051 0.420000 36.53 36.53
Transaction History From:01 Jan 2010 To:01 Nov 2010
Deduction Deduction Net Price Per Transaction; Total
Date Description Amount(S) i Amount Type !Amount($) Share(;}I Shares Reinvestment
($) Share Balance
Balance Forward 83.099484
01 Feb 2010 Dividend Reinvestment 34.90 1.68 Fees 33.02 25.529152 1,293423 84187907
03 May 2010 Dividend Reinvestment 35.44 1.90 Fees 3154 26.187751 1.280751 85.660658
02 Aug 2010 Dividend Reinvestment 35.98 1.93 Fees 34.05 26.224717 1.298393 86.967051
01 Nov 2010 Dividend Re;nvestm_nt 36.53 1.95 Fees 31.58 28.505301 1.213108 88.180159
Summary of Holdings Date:01 Nov 2010 Class Description:DSPP-COMMON STOCK
Certificated Shares Uncertificated Shares Total Shares I Closing Price
Direct Registration Reinvestment Per Share($} Value(Ii)
0.000-000 0.000000 4_-88,180159 88.180159 28.720000 2,532.53
1 2 4 U D R A T T +
.- xx71JEII
Optional Cash PU(ChaSe Please detach this portion and mad to the harass shown below. Holder Name:DAVID J BEDENE
H you wish to make an optional cash purchase at this time,please make your check Holder Account Number
payable to Computershare. No third party checks will be accepted.
Please wrte your Hader Account Number andAT&T Inc.on your check. C3000404801 IND
This forth should ONLY be used for AT&T Inc.
The enclosed contnbution will ONLY be applied to the account referenced to the right.
I INN 1IIIIIIIIIII 1111111111111111 Attached is a check for .V
The plan altows for a minimum amount of E50 w+fn a maximum amount of$120,000 per year AT&T
Inc.imestS00OV1a cash payments every Monday.tftt*Monday isanonNYSE trading day the funds 1[.1,I'llllfill
wll be invested on the next business day.
Computershare
P.O.Box 6006
Carol Stream,IL 60197-6006
000000000ATT SPP1 C 3000404801
Page 1 of 2
'�'""�"'"'"' '-�•. ,omputershare
_
Computershare Trust Company,N.A.er
PO Box 43078
Co-n munications Providence,RI 02940-3078
Within USA,US territories 8 Canada 877 770 0496
Outside USA,US territories 8 Canada 781 575 2382
195871 www.coinputershare.com/investor
11 111 11 ,r r I lr 111 111 i 11 1� i r(11 FRONTIER COMMUNICATIONS CORPORATION is
31 t 1313 i 113 13 1 11 133 31 1 1 incorporated under the laws of the State of DE.
DAVID J EEDENE
337 LIBER7' CT
MECHANICS URC PA 17950-1840 Holder Account Number
C0006123198
S5NfrIN certified Symbol
Yes FTR
0010SOW6 rk r"S.r7L.!'RC)NJUr1�4 3.S57oas�SyRrUtu3YiR6�tiq�,
'f � /i ������,f �� � �����'J {i�I�� s��I"�41✓� �" ��t����� 7i�3 �1il r��r!�r
It is important to retain this statement for tax rung purposes,and for use as a reference Holder Account Number:0000692319$
when you access your account online at our website or when contacting Computershare.
►ACCOUNT SUMMARY As of close of stock market on 30 Sep 2010
Stock Class Certificated Shared Direct l egis anon �6lnvesiment Plan'[ Tptif Closing Price Market
DeSC171090n Units Held by You � Book'ShardiAldits�I . Book'Shami#Units.l SharesNal�� Per SharelUhit($) � `� "value t$�
DSPP Common Sock 0.000000 12.000000 0.257110 12.257110 8.170090 100.14
Dividend Reinvestment Activity As of record date
This section incudes intcrmatio E only for sharestunits for which dividends are reinvested.
Record Payment I Dividend Stock Class Dividend Reinvestment Gross Taxes Net
Date Date Rate($) Description Shares/Units I Dividend($) 1 Withheld($) Dividend{$)
l
09 Sep 2010 30 Sep 2010 0.187500 Common 12.000000 215 2.25
f
Transaction History From:01 Jan 2010 To:30 Sep 2010
This section pertains only to book-entry sharestunits,
Date Transaction Transaction Deduction Deduction Net Price Per Transaction Total Book
I Description I Amount($) Description I Amount($) 1 Amount($)I ShareNnit($)I Shares/Units ( Shares/Units
Plan Transactions DSPP Common Stock
Ba€ance Forward 0.000000
30 Sep 2010 Dividend Reinvestment 2.25 Transaction Fee 0.12 2.13 8.284399 0.257110 0.257110
DRS Transactions Common Stock
Balance Forward 0,0
01 Jul 2010 Verizon Spin Off Credit 12.000000 12.000000
OOTPPA
4020 01 0363323 1494578
Page I of 2
Shareholder Of.
GENERAL ELECTRIC COMPANY
GE STOCK DIRECT PLAN
P.O. Box 358035 STATEMENT PRINT DATE: 1 013 0/2 00 9
Pittsburgh, PA 15252-8035 CUSIP: 001-450-36960410
SYMBOL: GE
ACCOUNT KEY: BEDENE—DAVI-0000
91 INVESTOR ID: 125048127739
0363323 01 AT 0.357 AUTO T6 0 8315 60046-667905 C01 B7MAI -1 -
DAVID BEDENE
5 WINDDANCE DR FOR OUESTIONS CONCERNING YOUR ACCOUNT PLEASE CALL
LAKE VILLA IL 60046-6679 1-800-786-2543
Year-To-Date Account Summary ave this Statement for Tax Purposes
............. -------
AS OF: 10127r200S
" CASH DIVIDENDS NET AMOUNT
CLOSING,PRICE($), TOTAL(S) TAX WITHHELD AMOUNT TO INVEST $I INVESTED TOTAL MARKET VALUE Cii4s, INVESTMENTS(S)
1,761.14 14.9300 300o0 55,131 8513 385,13
TRADING FEES PAID BY SERVICE FEES PAID BY(s) SALE OF PLAN SHARES SHARES HELD
CERTIFICATED I SHARES HELD BY TOTAL
COMPANY HAREHOLDER COMPANY ISKAREHOLDER GROSS PROCEEDS [TAXMHHELO SHARES HELD BY YOU BY PLAN OTHER PLAN(S) SHARES
1.00 117.9596 117.9596
Current A ti Information
RECORD-DATE TRANSACTION DIVIDEND SHARES ACQUIRED CASH TOTAL
PAYABLE DATE DESCRIPTION RATE OR WITHDRAWN INVESTMENT(S) GROSS(II)
0912112009-111. COMMON DIVIDEND 0,1000000 0.7741 11.72
1012612009
TRADING PARTICIPATING RECORD DATE DISTRIBUTION
TAX FEES PAID BY(S) I SERVICE FEES PAID BY 1$) TOTAL CERTIFICATED SHARES SHARES HELD SHARES HELD BY TOTAL
WITHHELD Cc W I-Al I wy
- NET(S) HELD BY You BY PLAN OTHER PLANS) SHARES I
� 11.72 117,1855 117,18551
Year-To-Date Transaction Detail
DATE TRANSACTION CASH NET TRADING SERVICE AMOUNT PRICE PER SHARES ACQUIRED SHARES HELD
DESCRIPTION INVESTMENT I$) DISTRIBUTION($1 FEES 1$1 FEES(s) INVESTED ts) SHARE OR WITHDRAWN BY PLAN
BALANCE FORWARD
01/26/09 COMMON DIVIDEND 86-0134
26.66 26.66 12A100000 21483 88.1617
02/11109 CASH PURCHASE 300Z0 1-00 299.00 11,8800000 25.1684 113.3301
041211109 COMMON DIVIDEND 35.13 35.13 12.1000000 2,9033 116.2334
07/27109 COMMON DIVIDEND 11.62 11-62 12.2050000 0.9521 117.1855
1.1011215109 COMMON DIVIDEND 11.72( 11.71 0.774
- 400000
................................... ....._",117.95961
---------------------------------------------------------------------------------------------------------------------------------
GENERAL ELECTRIC COMPANY Partial Withdrawal(Continue Plan Participation) Additional Cash Investments
CUSIP: 001-450-36960410
ACCOUNT KEY: BEDENE---DAVI-0000 Issue a certificate for this Write the amount enclosed:
DAVID BEDENE number of shares:
5 WINDDANCE DR Make check payable to:
LAKE VILLA IL 60046-6679
Sell this number of shares: BNY MELLONIGENERAL ELECTRIC
YOU MAY INCREASE YOUR SHARES WITH
OPTIONAL CASH INVESTMENTS OF$10
Full Withdrawal (Terminate Plan Participation) UP TO$10,000 PER INVESTMENT
Issue a certificate for all full shares
......I................. and a check for fractional shares. Deposit of Certificates
r(S)must sign arW date above Deposit the enclosed number
Sell all plan shares. of shares:
Contact Number
7575 125048127739 00145036960410BEOENE---04VI-OOOOIR00115