HomeMy WebLinkAbout04-09-14 (3) H
INVENTORY
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND File Number 2013-00863
i DAVID H. PEIFFER
Personal Representative(s) of the Estate of Rosemarie C. Peiffer deceased, depose(s)
and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and
all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each
item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no
real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of
this inventory.
I verify that the statements.made in this
Inventory are true and correct. I understand that false
statements herein are made subject to the penalties of
18 Pa. C.S. § 4904 relating to unsworn falsification to
authorities
Attorney— (Name) Joseph G. 7erbe, Esquire (Supreme Court LD. No.) 62782
(Address) 111 East Market Street, Pottsville, PA 1.7901
(Telephone) 570-622-1947
08%05/13 120 Parkvicw Road,New Cumbcdand,Pa 17070
FIGURES MUST BE TOTALED
REAL PROPERTY
Residential Real Estate located at 120 Parkview'Road, NeNv Cumberland, 275,998.70
Cumberland County, Pennsylvania, known as Cumberland County Tax Parcel No. 26-25-10-5
and more fully described as:
'N
ALL'THAT CERTAIN piece or parcel of land, situate in the Borough of New'Cumberland,
Cumberland County,Pennsylvania, bounded and described as follows: a
BEGINNING at a point on the circle terminating the Southerly line of Parkview Road at the + o o
Southerly line of Lot No. 14, Block"Q" on the hereinafter mentioned Plan; thence around the arc of E
said circle Northeastwardly by a curve to the left,having a radius of fifty(50) feet, an arc distance of O p
one hundred twenty-six and forty-five one-hundredths (126.45) feet to a point; thence South 76 a p
degrees 06 minutes East along the Southerly line of a proposed street, ninety (90) feet to a point on 0000
line of lands of John E. Fox, Jr.; thence by said Fox land South 13 degrees 54 minutes West four
hundred three and thirty-nine one-hundredths (403.39) feet to a point; thence along lands of Drexel U
Hills Land Company North 21 degrees .12 minutes West four hundred ten and fifty-four one-
hundredths (410.54) feet to a point on the Southerly line of Lot No. 14, Block"Q" aforesaid; thence
by the latter North 68 degrees 48 minutes East sixty-seven and four-tenths (67.4) feet to the place of
'begitl ing;
BEING Lot No. 15, Block "Q": on the Plan of Section 6, Drexel Hills, said Plan being
recorded in Plan Book 14,Page 19, Cumberland County Records.
Fair Market Value determined by taking Cumberland County Total Assessed Value of$267,700 and
multiplying the same by the applicable Common Level Ratio of 103.1% for a total of$275,998.70.
TOTAL REAL PROPERTY $275,998.70
PERSONAL PROPERTY
$00.84
1. PNC Bank Checking Account— See Bank Letter Attached
2. 2010 Accura TI:- Value determined by arms' length sale 21,000.00
3. Copy of proceeds check attached
750.00
4. Furniture and Miscellaneous Household items
5. IRA Account with Chapin Davis Acet#7712-1936 114,635.22
See Account Report Attached
6. Individual Investment Account with Chapin Davis Acct#1392-8096 527,792.07
See Account Report Attached
7. Nationwide Retirement Solutions Account--See Report Attached 30,782.32
42,338.67
s. Cash on Hand
9. Vanguard Dividend Growth Fund (VDIGX) 2,431.434 Shares at 48,507.11
19.95 per share.
10.Vanguard Explorer Fund Investor(VEXPX) 112.083 Shares at $102.89 per 11,532.22
share
11.Vanguard Inter- Term Tax Exempt Inv (VWITX) 1,093.566 Shares at 14,970.92
$13.69 per share
12.Vanguard Ltd Term Tax Exempt Inv(VMLTX) 1,151.355 Shares at 12,676.42
$11�OI per share
13.Vanguard Pa Tax Exempt Money Market(VPTXX) 116,732.18 Shares at 1.00 116,732.18
per share
14.Vanguard 500 Index Fund Adm(VFIAX) 231.698 Shares at 36,513.29
$157.59
+Y'r.. i � .• � � N^',M"" f .'. � .+ r r r "' d �tC " I� _t',
A. °t
-
15.Value of Accrued Dividends in Vaiiguar`dAccount, 9.62
See Vanguard Explorer Account Date of Death Letter Attacheds Exhibit"A"
to this'Schedule for Items 9-15 above.
TOTAL PERSONAL'PROPERTY $978,240.88
cq
(Attach additional sheets as,needed)
TOTAL: 1,254,239.58
NOTE: The Memorandumrof real estate outside the�Commonwealth of Pennsylvania may,at the eleetion'of the personal representative include the value of each
item,but such figures should be extended into the total of the Inventory(S,e 20 Pn..C.S.X3301(bJ)
Form RW-09 rev. 10.13.06
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^•K —I gol3 against m u'a seta party of tae m'sc ,port"and its Sa @essors, um against all and every
other person and persons whomsoever lawfully claiming or to claim the same or any part thereof
# htdl and W11 Warrant and Narrurr Drfrncl by these presents.
Anb the said Worthington Land Company, -Inc. doth
hereby constitute and appoint Harry S. Claypool
to be its attorney, for it and in its name, and as and for its corporate act and deed to acknowledge this
deed before any person having authority by the laws of the Commonwealth of Pennsylvania to take such
acknowledgment, to the intent that the same may be duly recorded.
3n Ups#imam 194prrof the said Worthington Land Company,, Inc,
has caused this Indenture to be signed by its President, attested by its Sec-
retary and affixed hereunto the common and corporate seal of the said Corpo-
ration, that the seal affixed hereto is the seal of said Corporation, that it was
so affixed by order of the Board of Directors of said Corporation, and that
they signed their names hereto by like order,the.day and year first above wrltton.,, -
WORTHINGTON LAND COMPANY,
Signed, Sealed and Delivered . {.�,-r_1 •�_" L'((( .,�,
in the presence of •.) - r -(�'A�i
__
Attest:
j 77
t r Sectet6rg ta4lt .''�
Pr
Attorr.ey
DAVID H. PEIFFER
120 PARKVIEW ROAD
NEW CUMBERLAND, PA 17070
November 7, 2013
Via-Fax No. 484-582-4833
Vanguard Transition Team
455 Devan Park Drive
Wayne, PA 19087
Re: The Estate of Rosemarie Peiffer,Deceased - SS# 196-28-8831
Authorization Letter for Joseph G. Zerbe,Esquire of Derenzo & Zerbe
for Vanguard Accounts
Gentlemen:
My mother, Rosemarie Peiffer, passed away on August 5, 2013. I have been appointed
Executor of my mother's Estate and have already closed her Vanguard accounts.
The Attorney for the Estate, Joseph G. Zerbe, Esquire, requires a letter from Vanguard
detailing the amount of securities, cash and other assets and their value as of the date of my
mother's death on August 5, 2013. Attorney Zerbe needs this report to prepare the Estate's
Inheritance Tax Return.
Vanguard is hereby authorized to release this report and any other information to Attorney
Zerbe or anyone at his firm,Derenzo &Zerbe.
Please send the report as of August 5, 2013 to Attorney Zerbe at the following address:
Derenzo&Zerbe
111 East Market Street
Pottsville, PA 17901
Telephone: 570-622-1947
Fax No: 570-622-3261
If you have any questions or comments, please advise
Very truly yours,
/ /-//-
David H. Peiffer n�99
cc: Joseph G. Zerbe, Esquire � /Y�'
COMMTH OF PEdNN9VLVAN1A
Notarial Seat
Tammy M.Grigas,Notary Public
city of Pottsville,Schuylkill County
My Commission Expires June 27,2016
MEMBER,PENNS LVANIA ASSOQATION OF NOTARIES
Vanguard®
P.O.Box 2600
November 12, 2013 Valley Forge, PA 19482-2600
www.vanguard.com
JOSEPH G ZERBE
DERENZO & ZERBE
111 E MARKET ST
POTTSVILLE PA 17901
Re: Estate of Rosemarie C. Peiffer
Dear Mr. Zerbe:
We are responding to the letter we received requesting a valuation of Rosemarie
C. Peiffer's Vanguard account as of August 5, 2013. The information requested is
included on the enclosed account value report.
If you have any questions, please call Vanguard Voyager Services@)at
800-284-7245. You can reach us on business days from 8 a.m. to 10 p.m. and on
Saturdays from 9 a.m. to 4 p.m., Eastern time.
Sincerely,
Retail Investor Group
Vanguard
mj
Enclosure(s): "Rosemarie C. Peiffer Individual Account Value Report
52490098
02'7
Page > 1 of 1
Vanguard*
Rosemarie C.Peiffer WNWONNARINENAUMINEM
120 Parkview Rd Voyager Services:800-284-7245
New Cumberland,PA 17070-17:
Total report value: E240,941.76
(Total report value Includes any accrued dividends.) y
Name Fund B Account pate Price Per Accrued
Number Opened Shares Share Value` Dividends
PA Tax-Exempt Money Mkt 0063-09937628653 07119/2004; 116,732.180 $1.00 $116,732.18 $0.16
Dividend Growth Fund 0057-09937628653 11/24119991 2,431.434 $19.95 $48,507.11 -
Inter-Term Tax-Exempt Inv 0042-09937628653 07/19/20041 1,093.566 $13.6911 $14,970.92 $6.63
50Q Index Fund Adm" 0540-09937628653 12/02/2010 I 231.698 $157.69,1 $36,513.29
Explorer Fund Investor 0024-09937628653 07119/2004 112.083 $102.89 $11,532.22
Ltd-Term Tax-Exempt Inv 0031-09937628653 07/19/2004 1,151.355 $11,01 .$12,676,42 ' $2.83
—Totals $240,932.14 $9`62
Doesn't include accrued dividends.
0177053706 08/2612013 16:00:57
Derenzo & Zerbe
Attorneys at Law
Ronald T. Derenzo 111 East Market Street Telephone (570) 622-1947
Joseph G. Zerbe Pottsville, PA 17901 Fax (570) 622-3261
August 19, 2013
PNC Bank
331 Bridge Street
New Cumberland, PA 17070
Re: Estate of Rosemarie Peiffer, Deceased
Social Security# 196-28-8831
Borough of New Cumberland, Cumberland County, Pennsylvania
Gentlemen:
This office represents David H. Peiffer, Executor of the above-captioned estate, the decedent
having died on August 5, 2013. The decedent resided in the Borough of New Cumberland,
Cumberland County, Pennsylvania.
For inheritance tax purposes, it would be appreciated if you would check your records and
provide me with a letter concerning any types of accounts, either solely or jointly owned, which the
decedent maintained with your institution, setting forth the nature of the account, the owners of the
account, the date each account was opened or made joint and the amount on deposit as of the date of
death, together with accrued interest as well as interest from January 1 to the date of death.
Would you also kindly advise whether the decedent had an interest in any safe deposit box
with your institution, or owed any indebtedness to you stitutio
Ve trul ur
Josep G.'Zerbe
igziJe
cc: David H. Peiffer
Q PNCBANK
Derenzo&Zerbe
Attorneys at Law
1 I 1 East Market St
Pottsville,PA 17901
Attention: Joseph G. Zerbe
September 9, 2013
Re: Estate of Rosemarie Peiffer, Decd
Dear Attorney Zerbe,
In reference to your letter dated August 19, 2013,below is the requested information regarding Rosemarie
Peiffer s account at the time of her death:
Type of account-Checking account
Account name-Rosemarie Peiffer
Date opened- 8/22/1991
Date of Death Balance- $.84 cents
Accrued interest-$1.28
Interest from 1/1/13 -&10.64
If you require further information,please contact me at 717-774-8743. Thank you.
Sincerely,
Wanda L. Wert
AVP&Branch Manager
A member of the PNC Financial Services Group
w .pncbank.com
✓
m rkDiq -"'k Y'fc S
(717V"A4104 k1"4^t. 1p.t'�'o r'�.41 C{}t11 ` — #`• +'' t :ti. .'I.
} TWENTY ONE•THOUSAND DOLLARS ANDi00/100
DA�`" AMOUNT_;
t
„T3 Ti'iE i '��iM c t at a"Y. at J ti a �. {r9Ed
fey
ORDER 'THE ESTATE OF ROSENIARIE:C PEIFFER
120 PARKVIEW RQ.,. -
.' . NEW CIJINBERLANd»PA 17671)`
TlW rY � Y .....` x
11002.8►.9711' 1:0313029551: 990 20 488 81/'
THE ESTATE OF ROSEMARIE C PEIFFER 10/31/13
DATE CTRL# ACCT# AMOUNT DESC
10/31/13 AP1578 A308 21000.00 PURCH OF 10 TL PEIFFER
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> " FC k AND PETAINa I 6575far!a tt ke 28497 AMOUNY $21,000.00 11
; .ecs�tv�.ecsfsueG.i':.. x,,£3S0 '
Vhcm,t (^174 79144j000 e
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S
Derenzo & Zerbe
Attorneys at Law
Ronald T.Derenzo 111 East Market Street Telephone(570) 622-1947
Joseph G.Zerbe Pottsville, PA 1.7901 Fax(570)622-3261
August 19, 2013
Chapin-Davis
Two Village Square, Suite#200
Baltimore, MD 21210
Re: Estate of Rosemarie Peiffer, Deceased
Social Security#196-28-8831
Borough of New Cumberland, Cumberland County,Pennsylvania
Gentlemen:
This office represents David H.Peiffer, Executor of the above-captioned estate, the decedent
having died on August 5, 2011 The decedent resided in the Borough of New Cumberland,
Cumberland County, Pennsylvania.
For inheritance tax purposes, it would be appreciated if you would check your records and
provide me with a letter concerning any types of accounts, either solely or jointly owned, which the
decedent maintained with your institution, setting forth the nature of the account, the owners of the
account,the date each account was opened or made joint and the amount on deposit as of the date of
death,together with accrued interest as well as interest from January 1 to the date of death.
Would you also kindly advise whether the decedent had an interest in any safe deposit box
with your institution, or owed any indebtedness to yqG. rbe_io'I*ins ti
i
Very
i
Josep
Jg�✓jc
cc: David H. Peiffer
Estate Valuation
R. C. Peiffer IRA
Date of Death: 08/05/2013 Estate of: Rosemarie C. Peiffer
Valuation Date: 08/05/2013 Account: 7712-1936 IRA
Processing Date: 09/09/2013 Report Type: Date of Death
Number of Securities: 9
File ID: Peiffer, Rosemarie 7712-1936
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Hid Adjustments Value Accruals
1) CASH 58272.21 Cash 58,272.21
2) 172758102 260 CISCO SYS INC
COM
The NASDAQ Stock Market LLC
08/05/2013 26.42000 26.11000 H/L
26.265D00 6,828.90
3) 231021106 45 CUMMINS INC
COM
New York Stock Exchange
08/05/2013 123.05000 121.81000 H/L
122.430000 5,509.35
4) 29265N105 100 ENERGEN CORP
COM
New York Stock Exchange
08/05/2013 66.68000 64.95000 H/L
65.815000 6,581.50
5) 478160104 75 JOHNSON 6 JOHNSON
COM
New York Stock Exchange
08/05/2013 94.30000 93.43000 H/L
93.865000 7,039.88
6) 65473PI05 200 NISOURCE INC
COM
New York Stock Exchange
08/05/2013 31.16000 30.83000 H/L
30.995000 6,199.00
Div: 0.25 Ex: 07/29 Rec: 07/31 Pay: 08/20/13 50.00
7) 667655104 200 NORTHWEST NAT GAS CO
COM
New York Stock Exchange
08/05/2013 44.21000 43.70000 H/L
43.955000 8,791.00
Div: 0.455 Ex: 07/29 Rec: 07/31 Pay: 08/15/13 91.00
8) 870875101 477 SWISS HELVETIA PD INC
COM
New York Stock Exchange
08/05/2013 13.14000 12.94000 H/L
13.040000 6,220.08
9) 92924F106 200 WGL HLDGS INC
CON
New York Stock Exchange
08/05/2013 46.31000 45.62300 H/L
45.966500 9,193.30
Total Value: $114,635.22
Total Accrual: $141.00
Total: $114,776.22
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 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 08/05/2013 Estate of: Rosemarie C. Peiffer
Valuation Date: 08/05/2013 Account: 7712-1936 IRA
Processing Date: 09/09/2013 Report Type: Date of Death
Number of Securities: 9
File ID: Peiffer, Rosemarie 7712-1936
Portfolio Endnotes
IMPORTANT INFORMATION ABOUT THE ESTATE VALUATION REPORT
The information in this Estate Valuation Report (referenced below as the Report) is based on the Estate Valuation
Worksheet provided to us by the Financial Advisor requesting the Report. We have not used client statements, internal
accounting data, or any other resources to independently verify the identity or quantity of securities held, the date of
death, or the alternate valuation date, if applicable.
The Report may include assets that you currently hold away from our firm, which may or may not be identified as being held
away. Information on assets held away from Wells Fargo Advisors was provided by you and may not be covered by SIPC.
Wells Fargo Advisors makes no representation with respect to accuracy of information on outside holdings.
In most cases, we use Estate Val, a valuation and pricing program, to provide information on the value of securities on
the requested date. Estate Val software is provided by Estate Valuations S Pricing Systems, Inc., (EVP), a third-party
vendor unrelated to Wells Fargo Advisors. The pricing and valuations generated by EVP are derived from sources it
believes to be reliable, but the accuracy and completeness of this information is not guaranteed.
Depending on how the Report will be used, the pricing generated by EVP for some securities may warrant additional
consideration. Users may want to supplement or adjust the values provided for certain types of securities. For example:
- Brokered Certificates of Deposit, and certain bonds, may possess a death put feature. EVP provides a value which does
not account for the possibility that a successor owner may be able to put the security back to the issuer at par, upon the
death of the original owner.
- Treasury Inflation Protection Securities (TIPS) are often not identified as such in the Report, so the inflation factor
may not be reflected in the value and accrued interest shown.
- Variable rate auction securities may be reported by EVP at par, without reflecting accrued interest or market
conditions. Other types of variable rate securities may not reflect accrued interest.
The databases used by EVP do not encompass all markets or types of investments. For example, Estate Val does not provide
valuation data on investments such as annuities, equity options, limited partnerships, or managed futures funds, among
others. If the Financial Advisor is able to obtain pricing or valuation data from other sources with respect to such
investments, we may include that data in the Report for informational and convenience purposes. We will identify such
investments in the Report. We do not audit or independently verify the data provided to us, and make no representations
as to the accuracy or completeness of information provided to us by others.
This Report does not in any way supersede the information contained in client statements and trade confirmations, which
are the official record of account positions and activity.
We make no representations that the information contained in this Report is suitable for any particular purpose. It is
the responsibility of the client, together with his or her tax and legal advisors, to determine the appropriate
information to include on any tax return, inventory, or other accounting.
Page 2
This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
* ,
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, .
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Estate Valuation
Rosemarie C. Peiffer
Date of Death: 08/05/2013 Estate o£: Rosemarie C. Peiffer
Valuation Date: 08/05/2013 Account: 1392-8096 Individual
Processing Date: 09/09/2013 Report Type: Date of Death
Number of Securities: 19
File ID: Peiffer, Rosemarie 1392-8096
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Hid Adjustments Value Accruals
1) CASH 289679.3 Cash 289,679.30
2) 036642106 1000 ANTARES PHARMA INC
COM
NYSE AMEX Equities
08105/2013 4.42000 4.31000 H/L
4.365000 4,365.00
3) 171607104 73 CHYRONHEGO CORP
COM
NASDAQ Stock Market
08/05/2013 1.59000 1.51000 H/L
1.550000 113.15
4) 126408103 750 CSX CORP
COM
New York Stock Exchange
08/05/2013 26.26000 25.70000 H/L
25.980000 19,485.00
5) 156700106 250 CENTURYLINX INC
COM
New York Stock Exchange
08/05/2013 36.23000 35.81000 H/L
36.020000 9,005.00
6) 244199105 200 DEERE s CO
COM
New York Stock Exchange
08/05/2013 83.48000 82.67000 H/L
83.075000 16,615.00
7) 25746UI09 300 DOMINION RES INC VA NEW
COM
New York Stock Exchange
08/05/2013 59.96000 58.90000 H/L
59.430000 17,829.00
8) 277911491 2220.829 EATON VANCE HUT FDS TR
FLT RT CL I
Mutual Fund (as quoted by NASDAQ)
08/05/2013 9.18000 Mkt
9.180000 20,387.21
Daily Div. Accrual as of 08/05/2013 10.69
9) 29265N108 400 ENERGEN CORP
COM
New York Stock Exchange
08/05/2013 66.68000 64.95000 H/L
65.815000 26,326.00
10) 345370860 1000 FORD MTR CO DEL
COM PAR $0.01
New York Stock Exchange
08/05/2013 17.50000 17.11000 H/L
17.305000 17,305.00
Div: 0.1 Ex: 07/31 Rec: 08/02 Pay: 09/03/13 100.00
11) 369300108 300 GENERAL CABLE CORP DEL NEW
COM
New York Stock Exchange
08/05/2013 32.48000 31.82000 H/L
32.150D00 9,645.00
12) 46269C102 500 IRIDIUM COMMUNICATIONS INC
C014
The NASDAQ Stock Market LLC
08/05/2013 7.10000 6.81000 H/L
6.955000 3,477.50
Page 1
This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 08/05/2013 Estate of: Rosemarie C. Peiffer
Valuation Date: 08/05/2013 Account: 1392-8096 Individual
Processing Date: 09/09/2013 Report Type: Date of Death
Number of Securities: 19
File ID: Peiffer, Rosemarie 1392-8096
Shares Security Mean and/or Security Div and Int
Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals
13) 464287234 250 ISHARES .
MSCI EMG MKT ETF
NYSE Area Equities Exchange
08/05/2013 39.59000 39.29500 H/L
39.442500 9,860.63
14) 478160104 200 JOHNSON & JOHNSON
COM
New York Stock Exchange
08/05/2013 94.30000 93.43000 H/L
93.865000 18,773.00
15) 667655104 150 NORTHWEST NAT GAS CO
COM
New York Stock Exchange
08/05/2013 44.21000 43.70000 H/L
43.955000 6,593.25
Div: 0.455 Ex: 07/29 Rae: 07/31 Pay: 08/15/13 68.25
16) 720166105 200 PIEDMONT NAT GAS INC
COM
New York Stock Exchange
08/05/2013 34.74000 34.50380 H/L
34.621900 6,924.38
17) 742718109- 100 PROCTER & GAMBLE CO
COM
New York Stock Exchange
08/05/2013 81.65000 80.96000 H/L
81.305000 8,130.50
Div: 0.6015 Ex: 07/17 Rec: 07/19 Pay: 08/15/13 60.15
18) 847560109 750 SPECTRA ENERGY CORP
COM
New York Stock Exchange
08/05/2013 36.13000 35.74000 H/L
35.935000 26,951.25 -
19) 887389104 270 TIMKEN CO
COM
New York Stock Exchange
08/05/2013 61.56000 59.38000 H/L
60.470000 16,326.90
Total Value: $527,792.07
Total Accrual: $239.09
Total: $528,031.16
Page 2
This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
Date of Death: 08/05/2013 Estate of: Rosemarie C. Peiffer
Valuation Date: 08/05/2013 Account: 1392-8096 Individual
Processing Date: 09/09/2013 Report Type: Date of Death
Number of Securities: 19
File ID: Peiffer, Rosemarie 1392-8096
Portfolio Endnotes
IMPORTANT INFORMATION ABOUT THE ESTATE VALUATION REPORT
The information in this Estate Valuation Report (referenced below as the Report) is based on the Estate Valuation
Worksheet provided to us by the Financial Advisor requesting the Report. We have not used client statements, internal
accounting data, or any other resources to independently verify the identity or quantity of securities held, the date of
death, or the alternate valuation date, if applicable.
The Report may include assets that you currently hold away from our firm, which may or may not be identified as being held
away. Information on assets held away from Wells Fargo Advisors was provided by you and may not be covered by SIPC.
Wells Fargo Advisors makes no representation with respect to accuracy of information on outside holdings.
In most cases, we use Estate Val, a valuation and pricing program, to provide information on the value of securities on
the requested date. Estate Val software is provided by Estate Valuations 6 Pricing Systems, Inc., (EVP), a third-party
vendor unrelated to Wells Fargo Advisors. The pricing and valuations generated by EVP are derived from sources it
believes to be reliable, but the accuracy and completeness of this information is not guaranteed.
Depending on how the Report will be used, the pricing generated by EVP for some securities may warrant additional
consideration. Users may want to supplement or adjust the values provided for certain types of securities. For example:
- Brokered Certificates of Deposit, and certain bonds, may possess a death put feature. EVE, provides a value which does
not account for the possibility that a successor owner may be able to put the security back to the issuer at par, upon the
death of the original owner.
- Treasury Inflation Protection Securities (TIPS) are often not identified as such in the Report, so the inflation factor
may not be reflected in the value and accrued interest shown.
- Variable rate auction securities may be reported by EVP at par, without reflecting accrued interest or market
conditions. Other types of variable rate securities may not reflect accrued interest.
The databases used by EVP do not encompass all markets or types of investments. For example, Estate Val does not provide
valuation data on investments such as annuities, equity options, limited partnerships, or managed futures funds, among
others. If the Financial Advisor is able to obtain pricing or valuation data from other sources with respect to such
investments, we may include that data in the Report for informational and convenience purposes. We will identify such
investments in the Report. We do not audit or independently verify the data provided to us, and make no representations
as to the accuracy or completeness of information provided to us by others.
This Report does not in any way supersede the information contained in client statements and trade confirmations, which
are the official record of account positions and activity.
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Page 3
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please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
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DAVID H. PEIFFER
120 PARKVIEW ROAD
NEW CUMBERLAND, PA 17070
November 7, 2013
Via Fax No. 877-677-4329
Nationwide Retirement Solutions
Re: The Estate of Rosemarie Peiffer, Deceased -SS # 196-28-8831
Authorization Letter for Joseph G. Zerbe,Esquire of Derenzo & Zerbe
Nationwide Retirement Solutions Account 98518482
Gentlemen:
My mother, Rosemarie Peiffer, passed away on August 5, 2013. I have been appointed
Executor of my mother's Estate and have already closed her Nationwide retirement accounts.
The Attorney for the Estate, Joseph G. Zerbe, Esquire, requires a letter from Nationwide
detailing the amount of securities, cash and other assets and their value as of the date of my
mother's death on August 5, 2013. Attorney Zerbe needs this report to prepare the Estate's
Inheritance Tax Return.
Nationwide is hereby authorized to release this report and any other information to Attorney
Zerbe or anyone at his firm,Derenzo &Zerbe.
Please send the report as of August 5,2013 to Attorney Zerbe at the following address:
Derenzo & Zerbe
111 East Market Street
Pottsville,PA 17901
Telephone: 570-622-1947
Fax No: 570-622-3261
If you have any questions or comments,please advise
Very truly yours,
David H. Peiffer
cc: Joseph G. Zerbe, Esquire
M
F
t
Nationwide®
Retirement Solutions
November 14, 2013
Derenzo &Zerbe
Attn: Joseph Zerbe
111 E. Market Street
Pottsville, PA 17901
Re: Rosemarie C. Peiffer, Deceased
Case: Cumberland County 457(b) Deferred Compensation Plan
Dear Mr. Zerbe:
This letter is in response to your request for information for the Deferred
Compensation Account of Rosemarie C. Peiffer from Nationwide Retirement
Solutions (Nationwide).
I have enclosed a selective statement providing the account value on Ms.
Peiffer's date of death, per your request.
If you have any questions or concerns, please feel free to contact our Customer
Service Center by calling 1-877-677-3678, weekdays between 8:00 a.m. and
11:00 p.m., Eastern time, and a representative will be glad to help you.
Si
Lisa Palmer
Financial Services Specialist
Nationwide Retirement Solutions
cc: David H. Peiffer w/enclosure
Retirement Specialists are Registered Representatives of Nationwide Investment Services Corporation,Member FINRA
DC-400312/12 In Michigan only:Nationwide Investment Svcs.Corporation
10 West Nationwide Boulevard,Columbus,OH 43215
CUMBERLAND COUNTY
❑ lu$oue
tar ierarr
Acct#: 8518482
August 1, 2013-August 5, 2013
ROSEMARIE C PUFFER Questions? Contact USI
120 PARKVIEW RD CUSTOMER SERVICE: (877)677-3678
NEW CUMBERLAND PA 17070-1733 (ESPANOL): (800)649-9494
Please review your statement carefully.Corrections may not be accepted TTY: (800)848-0833
more than 45 days after the dosing date of the statement. Website: www.nrsforu.com
Write us at: NATIONWIDE RETIREMENT
SOLUTIONS
PO BOX 182797
COLUMBUS OH 43218-2797
N nwe Irrvsanenl semO corporsum rr n FINR. Mmidlgen only.
NetiorrNke kneslv,enl avm.Corpwaaon
Activity at a Glance
457(b)elan
Balance as of 0841-13 $30,767.74
Contribulions?ransfers In' $0.00
Gain/Loss/Interest $14.50 -
WthdrswalsrTrensfers Our' $0.00
Charges/Fees $0.00
Balance as of 0"5-13 $30,782.24
'Including,but not limited to,Employee and Employer Contributions,Rollovers and Transfers In.
"Including,but not limited to,Rollovers and Transfers Out,Partial and Lump Sum Payments.
Total Gain Loss Since Joining
Contributions Total Gain/Loss
Plan Type Since Joining Since Joining
457(b)Plan $11,505.00 $62,091.13
If applicable,"Total Gain/Loss Since Joining'includes investment performance,asset fees charged against core accounts and is reflective of fees and
transfers associated with Self Directed Option(SDO). 'Since Joining'refers to the period of time your account has been administered by Nationwide
Retirement Solutions(NRS).
For information about asset fees,contact your customer service center.
Contributions and Distributions Summary -August 1, 2013 to August 5, 2013
Last Contributions Contributions Last Distributions
Contribution Thls Year Distribution Year
Amount Period to Date Amount to Date
457(b)Plan $0.00 $0.00 -$3,500.00
Your Asset Allocation -August 1, 2013 to August 5, 2013
To the right is your Account Allocation. Your Account Allocation
Your Account Allocation is how the money Investment Type
in your account is divided among the 02 100`r Fixed Assets/Cash $30,762.24
investment options you have selected. r loo ie Total Percenwalua $30,782.24
For more information on contribution and r
account allocation, log on to
WWW.NRSFORU.COM
'Percentages and totals may not be exact due to
rounding.
WWW.NRSFORU.COM Questions? Call usl (877)677-3678 1
Statement Details
Investment Option Summary -August 1, 2013 to August 5, 2013
Unit Value is as of 8/5/2013
Current Investment
Investment Option Election Ending Price Units Value
457(b)Plan
Nationwide Fixed Account 100.00% $30,782.24
TOTAL 100.00% $30,782.24
Your Account Values by Investment Option -August 1 2013 to August 5 2013
Beginning Contributions/ Withdrawals/ Charges/ Galnaossl Ending
Balance Transfers in Exchanges Transfers Out Cred ts/Fees Interes Balance,
457(b)Plon(OP17RS4001)
Nationwl00 RXW Armunr 330,767.74 $0.00 So.00 $0.00 30.00 330,78224$14.50 330,78224
TOTAL $30,707.74 30.00 30.ao 30.00 $0.00 31&30 IIWJ 2.24
Gain/Loss Is the difference between the account balance on the first and last day of the period,after allowing for the effects of transactions.
Transaction Details -August 1, 2013 to August 5, 2013
Amount
Pay Period Effective Total Transaction Money Investment Per
End Date 2& Amount TV22 source Option EE19.2 gab Fvnd
No Transaction Activity For This Period
Your Beneficiary Information
Primary Beneficiary
457(b)Plan ROSEMARIE PEIFFER ESTATE 100.00%
2 QUARTERLY REPORT FOR ROSEMARIE C PEIFFER