HomeMy WebLinkAbout12-21-05 (2)
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REV-150() EX + (6-00)
.
OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Bennett, Murrell M.
DATE OF DEATH (MM-DD.YEAR)
FilE NUMBER
2.1
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
NUMBER
DATE OF BIRTH (MM-DD-YEAR)
04-28-2005
10-14-1911
216-01-4230
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( lAST, FIRST AND MIDDLE INITIAL)
01 Original Return 0 2. Supplemental Return 0 3. Remainder Return (date 01 death prior to 12-13-82)
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.... 0 0
~~Ul 04. Limited Estate 4a. Future Interest Compromise (date of death aher 5. Federal Estate Tax Return Required
oa:~ 12-12-82)
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",00 [!J 6. Decedent Died Testate (Attach 0 7. Decedent Maintained a Living Trust(Attach 0 8. Total Number of Safe Deposit Boxes
oa:..J
11.01 copy of Trust)
II. copy of Will)
<( o 9. Litigation Proceeds Received 0 10 Sf-ousal Povert~ Credit (date of death between 0 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
. 1 -31-91 and 1-1. 5)
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NAME
Jennifer B. Hipp
FIRM NAME (If applicable)
Bogar and Hipp Law Offices
TELEPHONE NUMBER
717-737-8761
COMPLETE MAILING ADDRESS
1 West Main Street
Shiremanstown, PA 17011
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
OFFICIAL-I4SE ONLY
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
None
188,627.73
None
None
23,497.74
None
-0-
(8)
7,010.00
2,035.99
( ;
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212,125.47
(9)
(11 )
9,045.99
203,079.48
0.00
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
203,079.48
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
20. [!]
0.00
9,138.58
0.00
0.00
9,138.58
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0 (16)
j:: 16. Amount of Line 14 taxable at lineal rate 203,079.48 x .045
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0. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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0
() 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
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I- 19. Tax Due
(19)
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE. SIDE AND REOHEOK MATH<<
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00:
'1(\.) 0
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Decedent's Complete Address:
STREET ADDRESS
5225 Wilson Lane, Apt. 335
CITY Mechanlcsburg
ISTATE PA
I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. CredilsJPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
9,138.58
8,715.85
456.93
Total Credits (A + B + C)
(2)
9,172.78
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total InteresVPenalty (0 + E) (3)
4. If Line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 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. (5)
A. Enter the interesl on the tax due. (SA)
B. Enter the tolal of Line 5 + SA. This Is the BALANCE DUE. (58)
Make Check Payable t.: REGISTER OF WILLS, AGENT
. "'".__.11I11 .... - _ -- _~'I' ___
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 Int. erest; or............................................................................................................... x
d. receive the promise tor life of either payments, benefits or care? ............................................................. x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ............................................................................................---..................... ~ 0
3. Old decedent own an "In trust for" or payable upon death bank account or security at his or her death? ......... ~ 0
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.
Under penelties of pe~uty. I declarelhatl have examined this return, Including llCCOl'T1jJ8Oying schedules and statements, and 10 the best of ""I knowledge and bellet, Ills true, correct llnd
complete. Declaration of preparer other than the pomonal representative is based on alllnfolmation of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR ALING RETURN ADORESS. DATE
Ma Mur. rell Faulkner. ~ 1505 A Street
/? . litlLlfL.,.,;r-aul~ Lincoln, NE 68502
R PER N RESPONSIBLE FOR FILING RETURN ADDRESS
34.20
H THAN REPRESENTATIVE
ADDRESS
1....". -0 ~
DATE
1 West Main Street
Shlremanstown, PA 17011
For dates of dea1h on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse Is 3% [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%
[72 P.S. ~9116 (a) (1.1) (i1)). The statute does not exempt a transfer to a survIving spouse from tax, and the statutory requirements for disclosure
of assets and filing a lax retum 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 twenty'one years of age or younger at death 10 or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (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%, except as noted in 72 P.S.
~9116 1.2) [72 P.S. ~9116 (a) (1)).
The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% {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.
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Rev-1503 EX+ (6-98)
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bennett, Murrell M.
IFILE NUMBER
I 21--
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 1,855.993 shares of AARP . Scudder Total Return Fund 8.68 16.110.02
- Account No. 133-04295000456
2 900 shares of Bell South Stock 26.32 23.688.00
3 404.9929 shares of Black & Decker Stock 83.34 33.752.11
4 324 shares of Corn cast Stock 31.88 10.329.12
5 Federated Mutual Fund - Account No. 9893318 . 21.681.92
account closed on April 21, 2005; funds deposited into
PNC Bank Checking Account on April 29, 2005
6 701.6007 shares of Lucent Technologies Stock 2.44 1.711.91
7 64 shares of Met Life Stock 37.90 2.425.60
8 354 shares of Owest Stock 3.42 1.210.68
9 1,705.275 shares of SBC Stock 23.52 40.108.07
10 706 shares of Verizon Stock 35.05 24.745.30
11 500 shares of Vodafone Stock 25.73 12.865.00
TOTAL (Also enter on Line 2, Recapitulation) 188.627.73
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
January 1, 2005, through March 31,2005
Page 4 of 8
acti vity detail- continued
Scudder Total Return Fund-AARP
Nasdaq listing: not available
Fund-account number: 133-04295000456
Beqinninq market value
Additions
Purchases and other credits
Exchanges into funds
Reductions
Withdrawals
Exchanges out of funds
Fees
Net amount invested
Reinvested dividends
Investment gain/decline
Ending market value 03/31/05
$.00
Your dividends are reinvested.
Taxable
Ordinary income*
$102.36
+.00
+16,562.25
* includes taxable income dividends and taxable
slJort-tcIm capital gain dividends
-.00
-.00
-.00
$16,562.25
+102.36
-276.19
=$16,388.42
Beginning market value 01/01/05 $.00 $.00 .000
03/11/05 Merge From Balanced 16,562.25 8.98 1,844.348 1,844.348
03/24/05 Income Reinvest 0.0555 102.36 8.79 11.645 1,855.993
Investment gain/decline -276.19
Ending market value 03/31/05 $16,3 88.42 $8.83 1,855.993
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00175207986010MARY-MURFART1TOIOO
6020
BELLSOUTH
001 75207986010
Navigate the new automated phone system
quickly by "speaking" the shortcuts listed
on the reverse side. No need to press
Touch-Tone buttons.
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MURRELL M BENNETT TOO MARY
MURRELL FAULKNER TR UA JUN 2493
MARY MURRELL FAULKNER REVOCABLE
TRUST SUBJECT TO STA TOO RULES
1505 A ST
LINCOLN NE 68502-1420
~
Dear BellSouth Shareholder(s):
Your Bel/South Board of Directors declared a regular quarterly dividend of 27 cents per share payable for your May
2005 dividend. This is the 85th consecutive dividend paid by BellSouth since its incorporation.
Your May dividend payment/deposit advice is attached below. It conveys details regarding this dividend, as well
as other important year-to-date information. Your dividend has been deposited into your bank account in
accordance with the instructions you have placed on file with us. Thank you for using our direct deposit of dividends
service.
As a reminder, please notify BellSouth Shareholder Services at 800-631-6001 if you change your bank or your bank
account number. Also, protect your assets and help us keep your account information up-to-date by notifying us if you
change your address. Detailed contact information for you to use to reach us, as well as other useful information, is
printed on the back of this document.
Thank you for your investment in Bel/South!
Bel/South Shareholder Services
ACH 05105
See important information on reverse side_ lit
---------------------------------------------------------RETAiNFoFivou-RREc-oRDs--------------------------------------------------------.
~tI~~I~i~nftm~~~~~j~~l~I~j~~~jfm:?fMn1~~jf~jl~~@Mj@@;Ulj~i~IMMggl.!tiH.1Mt.I.~nWfP.BMlnQN~'t!B#.&.~9ti@Mfg~tmfj@@t;:[t~i~~lif@@iMtW&~!i!!m~ii:ii!!M!tM*;::i~:tImmjJ:;Mi~;~fj~11
SHAREHOLDER OF TRANSACTION DESCRIPTION
BELLSOUTH CORPORATION DIVIDEND
CUSIP INVESTOR 10 ACCOUNT KEY !ISSUE/CLASS OF STOCK RECORD DATE PAYABLE DATE
001 752 07986010 124824890098 MARY-MURFART1TOIOO COMMON STOCK 04/14/2005 05/02/2005
RATE PER SHARE NO. OF SHARES OWNED TAX WITHHELD NET DIVIDEND GROSS DIVIDEND PAID YTD
$0.2700000 900.0000 $0.00 $243.00 $486.00
TAX WITHHELD YTD TAX IDENTIFICATION NUMBER I
$0.00 ON FILE Please detach and retain this form for your records.
~.~~,~~l.~l~.J~.~R[l}ljI::l~~ili1m'f.'1ii~~KGmIT:."\.;J~I1l:il:ll.tlgg!>l~]~:f,:lir~.~Jriim~ti1I[i\f!W.;;~pil!!ii!e~~.~~l;1!.iJli~I~I!.;j;II'c!::1iI~H.el!if'};f~Wii1~lf.:.\~.r.,fj:;!;(.>>'~I~
BELLSOUTH
NON;;.NEGOTIABLE
PA YAaLE DATE
OSf02t2005
BELLSOUTH SHAREHOLDER SERVICES
POST OFFICE BOX 3336
SOUTH HACKENSACK. NJ 07606-1936
PAY TO THE
ORDER OF:
501449901ABO.3pl'.At!TOiT726:~568592.1420 057. OOMoodod151'
J i I,..I~,I,.,I,J,J (;" i ,"hi ,11,';,J..I.11 h"",, i 11,1".;,'11
. ..
MU R RELLf'1E3'~N NETT.lq DMARY . <..
MURRELL FAULKNER TRIJA JUN .24 93
MAR Y. MURREl.L FJ\ULKNER . R EVO GJ\~LE
TRUST SUBJECT TO STA TOO RULES
1505 A ST .
LI N CO L NNE68 502- 1 420
001'7~2"'07986010
MARY -MURFARTHOIO()
IN ACCORDANc;E W1TfiyqURiNSTRUCTlPNS.
THIS OIVIDENDHA$/3EENCREDITEDTO THE
ACCOUNT DESCRIBED BELOW.
CHECKING ACCT. NO. 5070072969
CREDIT AMOUNT
$243.00
PLEASE REFER ABOVE FOR ADDITIONAL
INFORMATION CONCERNING THIS DIVIDEND.
\
Investor Services Department
Church Street Station
POBox 11258
New York, NY 10286-1258
1 800-524-4458
www.stockbny.com
May 6, 2005
MURRELL M BENNETT TaD MARY
MURRELL FAULKNER SUBJECT TO ST A TaD RULES
C/o MARY MURRELL FAULKNER
1505 A ST
LINCOLN NE 68502-1420
Re: The Black & Decker CO!]Joration.
Co if 9323 Acct # 177634 ~~"
Dear Investor:
Thank you for your inquiry regarding the status of your account. Currently, your account has the
following balance:
We hope this information is helpful to you. If we may be of further assistance, please contact us at
the above toll-free number..
Sincerely,
Samue[ P. Cervantes
Investor Services
STATEMENT OF ACCOUNT
The Bank of New York, Administrator
PO. Box 1958
Newark, NJ 07101-9774
SEO# 01
006026
THE BLACK & DECKER CORPORATION
'DIVIDEND REINVESTMENT PLAN
Answers to many questions and requests are
available by visiting The Bank of New York's
webslte at: http://stockbny_com or
Email at:Shareowners@bankofny.com
HURRELL H BENNETT TOO MARY
MURRELL FAULKNER SUBJECT TO
STA TOO RULES
C/O MARY HURRELL FAULKNER
1505 A ST
LINCOLN HE 68502-1420
1-800-432-0140
9323
0000177634
03/U/05
03/25/05
Next Anticipated Investment Date WEEKLY
Company Number
Account Number
Record Date
Payment Date
CURRENT DIVIDEND PURCHASE INFORMATION
Plan Record Date Position Gross Dollars Service Tax
Rate Net Dollars
Held By You In Certificate Form Held By Plan Total Paid Fees Withheld Reinvesled
Administrator
0 403.5562 403.5562 .2800 113.00 .00 ,00 113.
o
YEAR.TO.DATE TRANSACTIONS
Transaction Date Transaction Description Transaction Dollars Price per Share Transaction Shares Total Share. Held By Administrator
BALANCE FORWARD 403.556/
03/25/05 PLAN DIVIDEND 113.00 78.6519 1.4367 404.9929
IF YOI HAVE ANY QUESTIONS REGARDING YOUR A( COUNT, PLEASE CALL OUR OLL FREE UMBER
OR VIe IT OUR WEBSITE. REMINDER: TO FURTHER EXPEDITE YOUR TRANSACT! ON REQUEST USE
THE TE AR OFF STUB ATTACHED BELOW.
YEAR-TO.DATE SUMMARY
GROSS DIVIDENDS I TAXES WITHHELD T CASH CONTRIBUTIONS I SERVICE FEES I TOTAL FUNDS INVESTED I ADDITIONAL INCOME r FAIR MARKET VALUE
113.00 I .00 T .OOJ H'HO~, I ... ,. .' ... 113~OOJ .00 T .~lJ85~~.~6u
+ DETACH HERE +
TRANSACTION REQUEST FORM. PLEASE KEEP THIS FORM FOR FUTURE REQUESTS
o
o
Sell Plan Shares (Enter Number at Whole shares)
It 'AII" is entered, Participation in the plan will be
terminated, Shares will be sold subject to the
Terms and Conditions Detailed in the Plan.
Issue Plan Shares (Enter Number of Whole shares)
If "All" is entered, Participation in Ihe plan will be
terminated. A certifICate will be issued in
Ragistered hoider(s) name.
DTIllJJ
DTIllJJ
o
Certificate Transaction -
Mark this box and
complete the other side
aI/arm. Do not Sign
the Certificate(s)
DIVIDEND ELECTION
(Mark this box and also
election box below)
o
Addilional Purchase.
Automatic Monthly
Deductions. Mark this
box and complete lhe
other side ollorm.
o
o
o
o
Reinve.t All
Dividends
Pay Cash
Dividends
Address Change
Mark this box and complete
the other side o//orm
o
Optionai Cash Contribution Amount Enclosed
. All Payments must be in U.S. Dollar.
Drawn on a U.S. Bank and Payable to
The Bank of New York.
GIJIlITIJ.ITJ
o
L
$25.00 MINIMUM PAYMENT
$10,000.00 MAXIMUM PER MONTH
$IDO,OOO.OO MAXIMUM PER YEAR
Reinvest Dividends on
Shares and
Pey Cash Dividends
on Remaining Shares
ALL REQUESTS MUST SIGNATURE
BE SIGNED BY ALL
REGISTERED OWNERS
SIGNATURE
DATE
(MAKE NO MARKINGS BELOW THIS LINE)
9323
1002
0000177634
5
00000002500
~ EQUISERVE'
Tel: 888-883-8903
Internet: www.equiserve.com
EQUISERVE TRUST COMPANY. NA
PO BOX 43091
PROVIDENCE, RI 02940-3091
HOOT 1514 DM.l.S.10Z.ICO.ND 1107 1514 1 4 .-.--.--
HI/OAlVXV.J06028.0001.1S14 531881424Cl8109307 CORTANS XMIT 571
May 5, 2005
MURRELL M BENNETT TOO
MARY MURRELL FAULKNER
C/O FAULKNER
1505 A STREET
LINCOLN, NE 68502-1420
Account Name: MURRELL M BENNETT TOD MARY MURRELL FAULKNER
Account Number: 149872221
Issue Name: Comcast Corporation Class A Common
Issue ID: CM(3SA~-~-'-~'''~''''''''''*-'''~"'~ .....-,.. " .....,." "'" .
STATEMENT SHARES: 324.0000
.:"""""..".,." .,....'p."'-. """""':-""-'-"""~~"'-'.~.'."">-' ~"""'-"". .,.......-,~....",~,,-
Dear Ms. Faulkner,
This is in response to your inquiry regarding the transfer of shares for the above account.
To assist us in processing your request, please send us the following:
. A completed Transfer of Ownership Form (enclosed) signed by the registered owner ("Account Name"). The
owner's signature(s) must have a Medallion Signature Guarantee which ensures that the person signing the form
is the authorized representative of those shares. The Medallion Signature Guarantee must be provided by an
Eligible Guarantor Institution such as a Commercial Bank, Trust Company, Securities Broker/Dealer, Credit Union,
or a Savings Association participating in a Medallion program approved by The Securities Transfer Association, Inc.
A Medallion Signature Guarantee can be identified by the word "MEDALLION" followed by a serial number.
Unfortunately, no other form of signature verification can be accepted.
. If your transfer includes Statement Shares you should return the Transfer of Ownership Form indicating
the number of Statement Shares you wish to transfer. Statement Shares are book-entry or un certificated
shares held through an investment plan such as Dividend Reinvestment or Direct Stock Purchase or through
the Direct Registration System.
If your transfer involves a deceased owner, the Transfer of Ownership Form should be signed by the estate representative.
In addition, we should be provided with:
. A completed and notarized Affidavit of Residence (also known as an Affidavit of Domicile) which is enclosed with
this letter.
. For a probated estate, a certified copy of the court appointment of the estate representative dated within 60
days (six months for a New York State decedent holding shares in a New York corporation).
11111111111111111111111111111111111
See reverse for additional information
. @omcast.
Transaction Advice
Please retain for your records
COMCAST CORPORATION
PO BOX 43091
PROVIDENCE RI 02940-3091
November 22, 2002
Shareholder's Account Number
523670371
H217 4i86 DM.l-S.IOZ.ICI.OS 1385261 1385261 1 \..12--.---
FSIHVS63.J49J90.00DI.IJ8526' 21122224419401221 STMORSCU XMIT 084
Account Access PIN/Password
26722786
MURRELL M BENNETT TOO
MARY MURRELL FAULKNER
C/O FAULKNER
1505 A STREET
LINCOLN, NE 68502-1420
Telephone Password
26722786
COMCAST CORPORATION
Date
Issue ID
Class
CUSIP
Shares Transaction Description
11/18/2002 454510 CLASS A
20030N101
324.0000 STK COMBINATION
Book Entry Share Balance
324.0000
This transaction advice reflects shares of new Comcast Corporation stock of the class identified above being held for you in direct
registration book-entry form. Please note that a separate transaction advice will be sent to you in respect of each class and issuer of
shares you owned that were converted in the Comcast/AT&T Broadband combination to new Comcast Corporation common stock.
In addition, a check representing the value of any cash in lieu of fractional shares you are entitled to receive will be mailed under
separate cover.
SELL YOUR SHARES QUICKLY AND CONVENIENTLY through the EquiServe Trust Company N.A.'s
Sales Order Processing Facility. See reverse side for important information regarding the use of this Facility.
To sell by Telephone: Call our Express Sale line toll-free at 1-866-298-8538. Please note that this number
is for Express Sales only. For other inquiries, please see reverse side.
. Enter your Social Security Number and your Telephone Account Access Password printed in the upper
right hand corner of this transaction advice.
. Press 1 to sell some or all of your book-entry shares, then listen to and follow the additional instructions.
Please remain on the line until your transaction is processed.
To sell by Internet: Go to www.cmcsk.com and click on Shareholder Services.
. Select Class A or Class A Special as applicable.
. Enter your Social Security Number and the Internet Account Password printed in the upper right hand
corner of this transaction advice. Follow the additional instructions.
1111~1111111111111111111111111 ~Il
CO-0004R2 New 11/02
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o PNCBAN<
040
BETHANY VILLAGE (047)
325 WESLEY DRIVE
MECHANICSBURG PA 17055
Cashbox 02
* Oepos it Check
13:32 APR 29 2005
Account Number
Tran Amount
5070072969
$21,681.92
WjS ID WWSH0472 Sequence Number 00068
Batch 401
This deposit or payment is accepted subject to
verification and to the rules and regulations of
this bank. Deposits may not be available for
immediate withdrawal. Receipt should be held
until verified with your statement.
Investor Services Department
Church Street Station
POBox 11009
New York, NY 10286-1009
1-888 LUCENT-6 (1-888-582-3686)
Shareowner-Svcs@Email.bony.com
www.stockbny.com/lucent
May 5, 2005
MURRELL M BENNETT TOD
MARY MURRELL FAULKNER
SUBJECT TO STA TOD RULES
1505 A ST
LINCOLN NE 68500
Re: Lucent Technologies Inc.
Co.# 3460 Acct.# 36682029
Dear Investor:
Thank you for your inquiry regarding the status of your account. Currently, your account has the
following balance:
Date Certificated I Div. Reinv. Total Per share Total
DRS Balance Balance Shares Value Value
May 4, 2005 0.0000 701.6007 701.6007 $2.64 Total shares X
per share value
We hope this information is helpful to you. If we may be of further assistance, please contact us at
the above toll-free number.
Sincerely,
Samue( <P. Cervantes
Investor Services
~Lucent Tet:hnologies V
Bell labs Innovations
JJtl]lJJl1Uc-Cl."
LIU III" oanK Oll~e\', YorK. Administrator
PO. Box 1362 SEan
Newark. NJ 07101-1362
04020
SHAREHOLDER INVESTMENT PLAN
STATEMENT OF ACCOUNT
1-888-LUCENT6 (1-888-582-3686)
Website: http://stockbny.com/lucent
E-mail: lushareI1olders@bankotny.com
llllllllllll',',II" ",1,'".11.11" I" ,11'" ,1111.,1,' .1,11"
MURRELL H BENNETT TOD
MARY HURRELL FAULKNER
SUBJECT TO STA TOD RULES
1505 A ST
LINCOLN NE 68502-1420-05
Company Number
Account Number
Current Dividend
Record Date
Payment Dale
3460
0036682029
CURRENT DIVIDEND PURCHASE INFORMATION
Plan Record Dale Position Gross Dollars Taxes
Rate Servic9 Net Dollars
Held By You In CertifICate Form Held By Plan Tolal Paid Withheld Fees Reinvested
Or Direct Registration Administrator
YEAR-TO-DATE TRANSACTIONS
Transaction Date Transaction Description Transaclion Dollars Price per Share Transaction Shares Total Shares Held By Administrator
-
THIS STATE ENT REFLECTS YEAR-TO-DATE ACTIVITY A OF DEC. 31, 2004. TH~~ FAIR MARKE VALUE IS
BASED ON L CENT'S CLOSING PRICE OF $3.76 ON DEC 31,2004.THE TOTAL PLA SHARES RE LECTS THE
TOTAL SHAR S OWNED BY YOU IN CERTIFICATE AND BD K ENTRY FORM AS OF THAl DATE. tH,
IF NO DETA L IS LISTED, THEN THERE WAS NO YEAR T DATE ACTIVI Y IN YOUR PLAN ACCOU
YEAR-TO-DATESUMMARY REVISED ACCOUNT BALANCE
GROSS DIVIDENDS I TAXES WITHHELD T CASH CONTRIBlfTlONS I SERVICE FEES I TOTAL FUNDS INVESTED TOTAL PLAN SHARES I FAIR MARKET VALUE
I I .00 I .00 I .00 701. 6007 I 2638.01
. DETACH HERE +
TRANSACTION REQUEST FORM - PLEASE KEEP TH!S FORM FOR FUTURE REQUESTS
0 Sell Plan Shares (Enter Number at Whole shares) ITIIIIIJ 0 C&rtiflcate Transaction ~ 0 DIVIDEND ELECTION
If .AII" is entered, Participation in the plan will be Mark tilie box ill>d (Mark this box and also
terminated. Shares will be sold subject 10 the complete tile other side e/sclion box below)
Terms and Conditions Detailed ili the Plan. 01 form. Do not Sign
0 Issue Plan Shares (Enter Number 01 Whole shares) the Cerlificate(s) 0 Reinvest All
If .AlI" is entered, .Participation in Ihe plan wiil be ITIIIIIJ Additional Purchase. Dividends
terminated. A cerliflCate wiil be issued in 0
Registered holder(s) name. Aulomatic Monthly
Deductions. Mark this 0
0 Issue Direct Registration shares (Shares held by [IIIDJ] box and complete tl1e Pay Cash
Transfer Agent for safekeeping) Enter Number other side of form. Dividends
of Whole shares or .AD.. A certificate wili be
issued in the registered holder(s) name. D Address Change 0 Reinvest Dividends on
0 Sell Direct Registration shares (Shares held by ITIIIIIJ Mark thie box and complete Shares and
Trans'er Agent for safekeeping) Enler Number of the other side ollorm Pay Cash Dividends
Whole shares or .Al/". Shares will be Sold Subject L on Remaining Shares
to U,e Terms and Conditions Detailed in the Plan.
0 OpUonal Cash Contribution Amount Enclosed GDJ,[[[].rn
- All Payments must be in U.S. Dollars
Drawn on a U.S. Bank and Payable 10
The Bank of New York.
L P,EQUESTS I",UST SIGNATURE
E SIGNED BY ALL
<ISTERED OWNERS
/DATE
I DAYTIME TELEPHONE NO.
( )
J
ISIGNATURE
(MAKE NO MARKINGS BELOW THIS LINE)
3460
1002
0036682029
6
00000010000
"
I MetLife Policyholder Trust Statement
MURREll M BENNETI TOO
RETAIN FOR YOUR RECORDS
Investor 10 I 8064 7635 9390
Account Market Value
Stock Price as of Total Market
11/05/2004 Value
$39.370 $2,519.68
2004 Dividend Summary
Reoord Date Total Trust Dividend per Current
Interes~ Trust Interest Distribution
11/05/2.004 ( 64:0000 ") $0.46 $29.44
Payable Date Tax Withheld Net Distribution Prior Year
Distribution
12/13/2004 $0.00 $29.44 $14.72
,~ The aggregate amount paid to all
Trust Benefioiaries In this distribution
Is $149.073,167.38
Trust Beneficiary Information
You may purchase or sell shares of MatUfe, Inc. common stock through
the MatLife Policyholder Trust (the "Trust"). free of any commissions or
other fees. under the MetLife Purchase and Sale Program, as amended. A
copy -oHhe brochure describing the program Is available on the Internet
at www.metlife.com by selecting Investor Aelations and then the
.ShareholderServiceslnformatlon page, or by calling the number listed
below. You are permitted to transfer your Trust Interests only in the
circumstances. described in the brochure. You may also instruct that all
(but not less than all) of your shares 01 MetLife, Inc. common stock held
by the Trust be withdrawn from the Trust. Information regarding .your
withdrawal rights may be found in the Purchase and Sale Brochure or by
calling the number listed below.
An annual shareholders' meeting to elect members of the Board of
Directors of MetLife. Inc. and for transaction of other business is
expected to be held on April 26. 2005. The deadline for submitting
shareholder proposal!! for consideration at this meeting is November 23,
2004. A copy of MetLife,lnc,'s' annual report and prOXy statement will be
available free of charge on or before March 31. 2005, along with other
MetLife, Inc. and Trust filings under federal securities laws, (i) on the
Internet at www.metlife.com by selecting About Us. Corporate
Governance, under Related Links, (ii) by writing to MetLife, Inc. at the
address listed below or (iii) by calling the number listed below. These
and other SEe filings by MatLife and the Trust are also available on the
Internet at www.sec.gov.
For inquiries about your account, the status of yOur Trust Interests, ordiscrepanoles on this statement, contact informati9n is listed
below:
Internet: www.mellonlnvestor.com/isd
E-mail: metllfe@melloninvestor.com
Phorie: 1-sroM9-3593
General Mall: MetUfe, Inc.
0/0 Mellon Investor Services
P.O. Box 4447'
SolJt!1 Hackensaok, NJ 07606-2047
0162148
e~L~.f.a,@
~, ~1!iiv
Transfer Transaction Advice
Murrell M. Bennett Tod
MalY MUlTell Faulkner Subject To
Sta Tod Rules
CIO Mary Murrell Faulkner
1505 A Street
Lincoln, NE 68502
Please be sure the correct address appears
in the window of the envelope if you are sub-
mitting a Purchase or Sale Instruction. The
attached instruction card identifies the cor-
rect address for each type of transaction.
The following shares have been recorded on the records of the Company in book-entry form.
Beneficiary of: MetLife Policyholder Trust
CIJSIP Number: 59156R 10
Issue: Trust Tnterests
Transaction Date: 02/09/2001
Interests: 64.0000
Transaction Advice Number: IRO 132333
Registration: Murrell M. Bennett Tod
Investor 10: 8064 76359390
Transfer Agent:
ChaseMellon Shareholdei. Services
This Transaction Advice is your record of the indicated Trust Interests being credited to an account on the books of the referenced
transfer agent. The Transaction Advice should be kept with your important documents as a record of your ownership of these
securities. These Trust Interests are transferable only as permitted under the MetLife Policyholder Trust.
PLEASE READ THE IMPORTANT INFORMATION ON THE BACK OF THIS FORM AND IN THE PURCHASE AND SALE BROCHURE
8CR (04-00)
C 0212 0000145
Use ONLY if a transaction is requested. Unless you wish to initiate a transaction, no action is required.
PURCHASE INSTRUCTION
(See reverse side to SELL)
Change of address:
8064 7635 9390
MUlTeH M. Bennett Tod
Signature: (if address beino chanoedl
Chase Mellon Shareholder Services
PO Box 382200
Pittsburgh PA 15250-8200
Make check, in U.S. dollars, payable to:
MetLife Purchase Program
Amount Enclosed
1."11,1,1".1.1,1,1,11,,.1,,1.,,1.11111.11..,1.,.11
Please be sure this address appears in the
envelope window for Purchases ONLYI
Minimum investment $250.00 (except as
described in the purchase and sale brochure)
0000101 102 806476359390 6
L.llnt:~ I nt:ul;:) I HA IIUN I HANSACTJON ADVICE
C.ompany Name: QWEST COMMUNICATIONS INTERNATIONAL INC
Security Description: COMMON STOCK
CUSIP Number: 7491211 09
Account Registration:
Transfer Agent: The Bank of New York
Transfer Agent Account Number: 0015723976
Telephone Number: 1-877 -268- 2263
Transaction Date: 04/0912001
MURRELL H BENNETT TOO
MARY HURRELL FAULKNER
SUBJECT TO STA TOO RULES
1505 A STREET
LINCOLN NE 68502
Transaction Description: CR~DIT TRANSFER
Transaction Advice Number: DR S 00519396
Transaction Shares: 354.0000
DRS Current Balance:
354,0000
BROKER/DEALER INFORMATION
Name: NO BROKER INFO AVAILABLE
Participant Number:
Customer Account Number:
Retain this advice as a record of your ownership of the above securities.
Y FOLOAND DETACH HERE Y 00582490
COMPLETE THIS FORM TO AUTHORIZE THE BANK OF NEW YORK TO ADD/CHANGE BROKER/DEALER INFORMATION OR TO
ELECTRONICALLY TRANSFER YOUR DIRECT REGISTRATION SHARES TO THE BROKER/DEALER YOU DESIGNATE. DRS
o Add to/change my account to reflect the 0 Electronically transfer (by indicating below)
following Broker/Dealer Information: Direct Registration Shares trom my account to the
Broker/Dealer and related Broker/Dealer Customer Account
Number designated on my account:
00519396
354.0000
BrokerJDealer Name
Broker/Dealer Participant Number
ITIIIIJ
Indicate number of shares
OR
All shares (check here) 0
Broker/Dealer Customer Account Number
Signatures: The instruction(s) given above must be signed by all registered holders(s).
It held in joint name, both owners must sign. All slgnature(s) must be guaranteed by a participant in the
Medallion Signature Guarantee Program.
Medallion Guarantee Stamp
Signature
Date
Signature
Dale
Make no markings below this dotted line
SEE REVERSE SIDE FOR ADDITIONAL INFORMATION
1645
1001
0015723976
3
00000000000
A FOLD AND DETACH HERE ....
TRANSACTION REQUEST FORM - PLEASE KEEP THIS FORM FOR FUTURE REQUEST (SEE RE~~RSE SIDE ~8rlpRO"ER ENTRY INSTRUC,.1o~~~o
Box #2 M Issue a certificate from my Direct Registration share position
~J (Please choose one option only):
ITIIIIJJ
(Indicate number of whole shares) 0 R All shares (check here) 0
By requesting a physical stock certificate the shareholder bears responsibility for safekeeping and any future costs
associated with repiacing their stock certificale(s).
Box #1 f'7I Change my address - Mark this box and complete the other side of form.
ul
I Dale
I (aytime TeYhone No.
,II Requests must be
igned by all registered
'Nllers
Signature
-/ Signature
MAKE NO MARKINGS BELOW THIS DOTTED LINE
1645
1001
0015723976
3
00000000000
SSC COMMUNICATIONS INC. COMMON
(!!J'~
72082
Sequence Number
13781-10498
Account Number
05/02/05
Payable Date
',1'11'11'111.11111111.'.'11111.'.1'.111'" 1.1"1111'.'.' 11.11
MURRELL M BENNETT TOO MARY
MURRELL FAULKNER SUBJECT TO
ST A TOO RULES
C/O FAULKNER
1505 A ST
LINCOLN NE 68502-1420
Bank Account Number
I 5070XXXXX I
olJ~ Ifl II
'0.,;, ~\,>-ID5
r (,{.. frY'--
Issue No. 3936
Account No. 13 7 81-10498
PASSWORD: 49279344
MURRELL M BENNElT TOO MARY
MURRELL FAULKNER SUBJECT TO
STA TOO RULES
Current Net Dividend
$549.95
$1,099.90
Year to Date Net Dividend
Record Date Payable Date
01/10/05 02/01/05
04/08/05 05/02/05~
ox.;;,. :~'f."
Rate
Per Share
.322500
3e2500
:'~; ~:..
"':tl..-"'(
": .~':-;
No. of Shares
1,705.275
,J, ?,g~;! ~?,c~]';'
,..~c;:aijrU:o'~~~.~t,.,.,;/
Gross Dividend Paid
549.95
p;~9. 95
Tax Withheld
0.00
0.00
,~{~;r ",-,-,:~:
",'f ~<. '
$'}, 099.90. ....
$0.00
INTERNET ACCESS IS HERE!
We are pleased to announce that you can access your account information on the Internet
through EquiServe's web'site. Visit http://www.equiserve.com
You will need the issue number, account number and initial password located above and your
social security number (if applicable) to gain access to your account.
YOU CAN HAVE YOUR DIVIDENDS AUTOMATICALLY
REINVESTED IN ADDITIONAL SHARES OF SSC
Under the DirectSERVICE Investment Program, sponsored and
administered by SSC's transfer agent, EquiServe Trust Company, N.A.
you can elect to have your SSC dividends automatically reinvested in
additional shares of SSC common stock.
If you are interested, call toll-free 1-800-414-6280 to request program
material or visit www.equiserve.com to view the program material.
~" EQ!.USERVE"
Tel: 816-843-4284
Internet: Wv'VW.VERIZON.EQUISERVE.COM
EQUISERVE TRUST COMPANY, NA
PO BOX 43005
PROVIDENCE, RI 02940-3005
UNITED STATES OF AMERICA
H007 55 FN.1-5.lCO.NO 21 S5 1 4 nnn__
HVOAlVXB.J08297.0001,473B 48DOI000251240407 CORTRNS XMIT 796
May 4, 2005
MURRELL M BENNETT TOD
MARY MURRELL FAULKNER
C/O FAULKNER
1505 A ST
LINCOLN NE 68502
Account Name: MURRELL M BENNETT TOO MARY MURRELL FAULKNER
Account Number: 114510961
Issue Name: YEBIZOfi.COMMON
Issue 10: 480010
STATEMENT SHARES: 706.0000
.......~..-.....,;,~......,.:..:..:~.~
Dear Ms. Faulkner,
This is in response to your inquiry regarding the transfer of shares for the above account.
To assist us in processing your request, please send us the following:
. A completed Transfer of Ownership Form (enclosed) signed by the registered owner ("Account Name"). The
owner's signature(s) must have a Medallion Signature Guarantee which ensures that the person signing the form
is the authorized representative of those shares, The Medallion Signature Guarantee must be provided by an
Eligible Guarantor Institution such as a Commercial Bank, Trust Company, Securities Broker/Dealer, Credit Union,
or a Savings Association participating in a Medallion program approved by The Securities Transfer Association, Inc.
A Medallion Signature Guarantee can be identified by the word "MEDALLION" followed by a serial number.
Unfortunately, no other form of signature verification can be accepted.
. If your transfer includes Statement Shares you should return the Transfer of Ownership Form indicating
the number of Statement Shares ybu wish to transfer. Statement Shares ate bo'ok-entry or uncerttficated
shares held through an investment plan such as Dividend Reinvestment or Direct Stock Purchase or through
the Direct Registration System.
If your transfer involves a deceased owner, the Transfer of Ownership Form should be signed by the estate representative.
In addition, we should be provided with:
. A completed and notarized Affidavit of Residence (also known as an Affidavit of Domicile) which is enclosed with
this letter.
. For a probated estate, a certified copy of the court appointment of the estate representative dated within 60
days (six months for a New York State decedent holding shares in a New York corporation).
lllll~ 1111111111111111111111111111
See reverse for additional information
Transfer Agent: DIRECT REGISTRATION CONFIRMATION
8 A NfKB 0 S TON I' N. A .
i-800-631-2355
P.O. BOX 43005
PROVI~ENCE, RI 02940-3005
IRfII/i'f
"'"'. \ ;
/'} ! '
Registration:
Company:
MURREll M BENNETT TOD
MARY MURREll FAUlK~ER
cIa FAULKNER
1505 A ST
LINCOLN NE 68)02 1420
VERIlON
CUSIP:
92 34JVT O~
Transfer Agent
Account No.:
1i1+570961
Your Broker/Dealer:
BROI{ER/DEALER INFORMATION - Only applies when you have transferred to or from your Broker/Dealer:
Your Broker/Dealer
Account No.:
Your Broker/Dealer
10 No.:
This confirmation is your record of the share transaction aftecting your account on the books of the Company as part of a Direct
Registration System. It should be kept with your important documents as a record of your ownership of these shares which are held by
the Transfer Agent and no further action is required.
DETACH HERE
TRANSACTION REQUEST FORM
(See reverse side for transaction requests)
:Jmpany:
JSIP:
count No:
VERIlON
92343'-'104
4800-10 114510961
If you do not wish to make any changes to
your account, no action is required.
Otherwise. follow the Instructions on the
reverse side of this form to request ~ of
the transactions and mail it to the address
below.
SA NKBOSTOfJ ~N. A_
P.O. Bar. 4.)005
PROVIDENCE, RI 02940-300)
~URREll M BENNETT TOD
~ARY ~URRELl FAULKNER
cIa FAULKNER
1505 ,~ ST
LINCOLN NE 68502 1420
00012480Q10114510961500000000000000000016
Investor Services Department
Church Street Station
POBox 11258
New York, NY 10286-1258
1 800-233-5601
Shareowner-Svcs@Email.bony.com
www.stockbnv.com
MURRELL M BENNETT TOD MARY MURRELL FAULKNER
SUBJECT TO STA TaD RULES
C/o FAULKNER
1505 A STREET
LINCOLN NE 68502
May 5, 2005
Re: V odafone Group PLC
Co # 2190 Acct # 4664173
Dear Investor:
Thank you for your inquiry regarding the status of your account. Currently, your account has the
following balance:
The prefix DRS represents shares held by the Bank in a book-entry position known as
Direct Registration.
We hope this information is helpful to you. If we may be of further assistance, please contact us at
the above toll-free number.
Sincerely,
Samue[ P. Cervantes
Investor Services
,/
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LF..GG
MASON
Legg Mason Wood Walker, Incorporared
214 Senate Avenue, 7th Floor, P.O. Box 8853, Camp Hill, PA 17001.8853
717.737.6500 800.433.8786 Fax: 717.737.0800
Member New York Stock Exc"""'ge. Inc./MMwer SJPC
December 6, 2005
Mr. James D. Bogar. Esq.
Attn: Beth B. Lengel
One West Main Street
ShiremallstoWll. PAL 7011
RE: Estate or Murrell M. Bennett - DOD 4/28/05
Dear Beth:
Enclosed is a list of stock holdings that you requested Date of Death Values for Apl it 28,
2005.
Name of Security
MerLife Inc.
Comeast Corp.
Verizon
BellSouth
AT&T (Formerly SBC)
Qwest Comm. IntI
Lucent Tech.
V odafone
Black & Decker
High Low Close
38.52
32.16
35.61
26.65
23.68
3.52
2.52
25.98
85.50
37.62
31.68
35.05
26.26
23.20
3.39
2.43
25.70
82.57
37.90
31.88
35.05
26.32
23.52
3.42
2.44
25.73
83.34
Please do not hesitate to call with any questions.
Sincerely,
~# ~/~;/-
Charles A. Koch /. J
Financial Advisor
The foregoing infonnation was prepared from sources believed to be reliable but is not guaranteed as to Accuracy.
Rev-150B EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTIi OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bennett, Murrell M.
FILE NUMBER
21--
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 AARP - Money Mid Ser-Prem-Class - Account No. 04295000456-7
VALUE AT DATE
OF DEATH
21,109.66
2 Bell South Stock - dividend (record date of April 14, 2005)
243.00
3 SBC Stock - dividend (record date of April 8, 2005)
549.95
4 Verizon Stock - dividend (record date of April 8, 2005)
285.93
5 Diamond Wedding Band Set - (See April 29, 2005 Appraisal from Henderson & Co.
Jewelers, Inc.)
759.20
6 Personal Property - apartment contents and clothing
550.00
TOTAL (Also enter on Line 5, Recapitulation)
23.497.74
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
ARPl 101 DM.1-5.IOZ 101 750 1/1 00000001 0000000
0000188066 024 42950004567 0000000
00175207986010MARY-MURFART1TOIOO
6020
SELLSOUTH
001 75207986010
Navigate the new automated phone system
quickly by "speaking" the shortcuts listed
on the reverse side. No need to press
Touch~ Tone buttons.
1\eu>\'tl~te:1 1/1'f105.J I
. J ~G/'Z,J oS
1> ;v,'~ ft?!-. .
MURRELL M BENNETT TOO MARY
MURRELL FAULKNER TR UA JUN 2493
MARY MURRELL FAULKNER REVOCABLE
TRUST SUBJECT TO STA TOO RULES
1505 A ST
LINCOLN NE 68502.1420
~
Dear Bel!South Shareholder(s):
Your Bel/South Board of Directors declared a regular quarterly dividend of 27 cents per share payable for your May
2005 dividend. This is the 85th consecutive dividend paid by Bel/South since its incorporation.
Your May dividend paymenVdeposit advice is attached below. It conveys details regarding this dividend, as well
as other important year-to-date information. Your dividend has been deposited into your bank account in
accordance with the instructions you have placed on file with us.. Thank you for using our direct deposit of dividends
service.
-=- ---
As a reminder, please notify BellSouth Shareholder Services at 800-631-6001 if you change your bank or your bank
account number. Also, protect your assets and help us keep your account information up-to-date by notifying us if you
change your address. Detailed contact information for you to use to reach us, as well as other useful information, is
printed on the back of this document.
Thank you for your investment in Bel/South!
Bell South Shareholder Services
ACH 05105
See important information on reverse side. ..
.." -. . - - . - - . - - - - - -- . - - - . - - -. - - - . h - - - - -. - - - _. - -. - - . -. --. - RETAiN FOR' YOUR'.REC.OROS. - - -. -- - - . - - - - - - -. - - - -- - -- - - - - - . . - . -. _. . - - - --. - - -- - - -. . -,
l~!HmiI!~i@~!fi!HKiim~@i@!!l!!I~!i!@!i:!NlIWMWiftlwmt.~llg@Itt_!t~!m!fi8iAt1gtii~3if:_tJ.~9tigl'l.Ipglm!~@@:;,~W!@M!ti~f@!!Mti@j!~jj!!if!i!I~m!l1~~~M@Mil@!rI~j@t.i@~j~j!
SHAREHOLDER OF TRANSACTION DESCRIPTION
BELLSOUTH CORPORATION DIVIDEND
CUSIP INVESTOR 10 ACCOUNT KEY I ISSUE/CLASS OF STOCK RECORD DATE PAYABLE DATE
00.1 752 07986010 124824890098 MARY-MURFART1TOIOO COMMON STOCK 0411412005 0510212005
RATE PER SHARE NO. OF SHARES OWNED TAX WITHHELD NET DIVIDEND GROSS DIVIDEND PAID YTD
$0.2700000 900.0000 $0.00 $243.00 $486.00
TAX WITHHELD YTD TAX IDENTIFICATION NUMBER I
$0.00 ON FILE Please detach and retain this form for your records.
~;J Irm~'!,;;I:.f~'t.J~11::{~lJi'i;1?f-~~jj[GRIllini)l.l1i;j::FtiiUffi~m"i:i:l~ll>j~~GJ;!~rn[:!!iiI~Ii>l!Ji't1;1}1:g~el~ffi.ll~["i!h~~W~':~il;jtoiPl~~.6=l,II'if~~.I~~~Ji1i~"~'~Wll~r<il!l~~.>>JAI:!li~
BELL SOU TH. .
. ,....
NON~NEG()TJABLE
PAXAaL~[)ATE
05/0212005
BELLSOUTH SHAREHOLDER SERVICES
POST OFFICE BOX 3~36
'SOUTH HAcKENSACK.. NJ 07606-1936
rI1'::l1:ii~iliJ:;fl~,1~~~t'i;~,tf;'j~-~~tf~:r~Q!~':Jr'JI1~~f~1~t.;:
~ - . - -.
, _~. .~" .'0' _ < .
9g1?~~:~Z~?6010 '.
MA~Y -MURfART1rOIPO
PA Y TO HiE
ORDER OF:
MUR RELLM:'~"~NNETJ.;rq[).MARY' ".,_
MURRELLf;ALJI,KNER ,TRUAJUN24. 93'
MA R Y .MUR.R'EL~FAU:LKN~R REV OGABLE
r ~ g ~ TA S~~J:,Ei'rTi 0 sf-A TO D RVCts' ...
L I NcOUJ NE'6a 502-::-14~O
CREDIT AMOUNT
$243.00
PLEASE REFER ABOVE FOR ADDITIONAL
INFORMATION CONCERNING THIS DIVIDEND.
SSC COMMUNICATIONS INC. COMMON
(!!J'~
72082
Sequence Number
13781-10498
Accounl Number
05/02/05
Payable Dale
111111111111111.1',11,.,','1111'11111,111111,1111111,111.1'1111
MURRELL M BENNETT TOO MARY
MURRELL FAULKNER SUBJECT TO
STA TOO RULES
C/OFAULKNER
1505 A ST
LINCOLN NE 68502-.1420
Bank Account Number
I 5070XXXXX I
J-J~ tfl~
\),.;, ~\..Io'
pel. ~
MURRELL M BENNETT TOO MARY
MURRELLFAULKNER SUBJECT TO
STA TOO RULES
Issue No. 3936
Account No. 13781-10498
PASSWORD: 49279344
Current Net Dividend
$549.95
$1 J 099. 90
Year to Date Net Dividend
Rate
Per Share
0.322500
~~2~00
i~~~ir
::~i. . ~.:.>;"
Record Date
01/10/05
04/08/05
Payable Date
",;r
~ft
No. of Shares
1, 705.275
i:ji~i1)
Gross Dividend Paid
549.95
<:B;~ ~,:~ 95
TaxWithheJd
0.00
0.00
".~;:~t~-~~ij'
.... . ;-:
:~::. ,:,:':'~"f, ,:~;:
"i~,,,,;,,,;:
..$:1.,:d9::9");96"",
$0.00
INTERNET ACCESS IS HERE!
We are pleased to announce that you can access your account information on the Internet
through EquiServe's web sit~. Visit http://www.equiserve.com
You will need the issue number, account number and initial password located above and your
social security number (if applicable) to gain access to your account.
YOU CAN HAVE YOUR DIVIDENDS AUTOMATICALLY
REINVESTED IN ADDITIONAL SHARES OF sse
Under the DirectSERVICE Investment Program, sponsored and
administered by SHC's transfer agent, EquiServe Trust Company, N.A.
you can elect to have your SBe dividends automatically reinvested in
additional shares of SBC common stock.
If you are interested, call toll-free 1-800-414-6280 to request program
material or visit www.equiserve.com to view the program material.
--... ......-.-....-..
OSCH0860.JPG
OSCN0859.JPG
'This estate jewelry appraisal was prepared by
Henderson & Co. Jewelers, Inc.
Windsor Park Shopping Center
Mechanicsburg, PA 17050
(717) 766-7771
for:
The Estate of Murrell Bennett
, ~,
This appraisal was p~~'pared April 29, 2005.
The price of gold was approximately $435.00 per ounce.
The following equipment was used in preparing this jewelry appraisal:
Binocular Microscope
Color Master Stones
Dial Gauge
Table Gauge
Electronic Scale
I ____...--'--.~.--_.. "~H___~",.
The appraiser was David A. Henderson, Gemologist of thfrGOm~"I, Instjt1Jt of
America, no. 3561240. ~ ___,~,- -- 1-::-) /' /J
This jewelry appraisal was prepared for insurance purposes only. - , " ~,~ ~~
G.I.A. grading terminology was used in preparing this jewelry appraisal. .
This appraisal was prepared for estate purposes only. The values given represent a fair
price that the items could be expected to bring in a reasonable time period if sale was
necessary to settle the estate. This is based on prices obtained for similar items in our
area at the time this appraisal was prepared, or recent auction prices for similar items.
The condition of the gems and their mountings was factored in when arriving at these
values.
This jewelry appraisal does not represent an offer to buy nor does Henderson & Co.
Jewelers have a stake in these items.
m'
i"",_l
DIAMOND WEDDING SET
This diamond wedding set consists of an engagement ring and wedding band soldered
together & installed on a single Fingermate ™ adjustable shank. The components are
14 karat white gold.
The engagement ring has a round center diamond in a four prong fishtail setting. On
either side of the center diamond there are three small bead set round diamonds.
The wedding band has ten channel set small round diamonds.
CENTER DIAMOND: One Early Round Brilliant Cut Natural Diamond
Diameter: 4.83 mm to 4.96 mm, 4.895 average
Depth: 3.07 mm, 62.7 %
Weight: .45 carat, by formula
Crown: .81 mm, 16.5 %
Pavilion: 1.56 mm, 31.9 %
Clarity: SIl
Color: H
Comments: The girdle of this diamond is frosted & varies from thin to medium. The
culet is slightly large. Alignment & finish are good for a diamond of this period. One
very small nick on crown is visible under 10 X magnification.
SIDE DIAMONDS:
1. Engagement ring: Six Round Single Cut Natural Diamonds
(Two stones are chipped)
Diameter: 1.5 mm
Weight: .015 carat each, .09 ct. t.w.
Clarity: SIl to I1
Color: H
Total diamond weight in engagement ring is .54 carat.
2. Wedding band: Ten Round Single Cut Natural Diamonds
Diameter: 1.3 to 1.4 mm
Weight: .01 carat each, .10 ct. t.w.
Clarity: SI1 to 11
Color: H
Total weight of mounting with diamonds is 2.9 dwt.
Total diamond weight in ring is .64 carat.
ESTATE VALUE.. ............ ..................... ......... ............... .$759.20*
*This figure is based on a fair market value of $726 for the diamonds & $33.20 scrap
value for the mounting. Because a Fingermate ™ shank is custom made for the wearer,
it is virtually impossible to size.
. .
Rev-1510 EX+ (6-98)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bennett, Murrell M.
FILE NUMBER
21..
ESTATE OF
This schedule must be compleled and file,! tl the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S EXCLUSiON TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE.
1 PNC Bank Checking Account No. 5070072969 - 776.32 776.32 0.00
date of death balance - $776.26; accrued interest
. $.06
*(AN EXEMPTION IN THE AMOUNT OF $776.32,
WHICH IS LESS THAN THE ALLOWABLE $3,000
EXEMPTION, IS CLAIMED IN ACCORDANCE
WITH THE PROVISIONS OF THE INHERITANCE
AND ESTATE TAX ACT, BEING 72 P.S. SECTION
9108 (c) AND 72 P.S. SECTION 9108(c)(3))
TOTAL (Also enter on Line 7, Recapitulation) 0.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule G (Rev. 6-98)
0IlI t ,'.
~ PNCBAN<
June 15, 2005
Jennifer B. Hipp
One West Main Street
Shiremanstown, PAl 70 t 1
RE: Estate of Murrell M. Bennett, deceased
SSN: 216-01-4230
DOD: 4/28(2005
Dear Ms. Hipp:
In response to your request for Date of Death balances fot' the customer noted above, our
records show the following:
Checking Account
Account #5070072969
Established 06/30/2004
MURRELL M BENNEIT
MARY MURRELL FAULKNER
DOD balance: $776.26 + $.06 accrued interest
Please note that this office only provides date of death balances for deposit aCCOUl1ts
(lRAs, CDs, Checking and Savings accounts). We do Dot process any financial
transactions or provide statements. If you need assistance with any of these items,
please call1.888.PNC-BANK (1-888-762-2265) or stop by yoo.t local PNC Bank branch
office.
Sincerely,
~~
RacheIle Wells
1-800-762-) 775
P7-PFSC-04-F
500 first Ave.
Pittsburgh PA 15219
Member FDIC
TOTAL P. 01
{ .I' ,
REV-1151 EX... (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bennett, Murrell M.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21--
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 340.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Bogar and Hipp Law Offices 5,850.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Other Administrative Costs 820.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 7,010.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
, . ~
Rev-1502 EX+ (6-98)
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bennett, Murrell M.
FILE NUMBER
21--
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Neill Funeral Home - Funeral Bill
340.00
Subtotal
340.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
( \" . '"
Rev-1502 EX+ (6-98)
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bennett, Murrell M.
FILE NUMBER
21--
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Henderson & Co. Jewelers - Appraisal fee
70.00
2
RESERVES: - Costs to conclude administration of Estate including filing fee for
Pennsylvania Inheritance Tax Return, Inventory and First and Final Account;
preparation of Personal and Fiduciary Income Tax Returns
750.00
Subtotal
820.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H.B7 (Rev. 6-98)
. ." "
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bennett, Murrell M.
FILE NUMBER
21--
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Alert Pharmacy - Final Bill
VALUE AT DATE
OF DEATH
110.74
2 Associated Cardiologists - Final Bill
1.n
3 Bethany Village - Final Rent Payment
1.135.32
4 Bonnie K. Miller, Tax Collector - 2005 Personal Tax
10.00
5 Connor Rich Associates - Final Bill
146.51
6 Holy Spirit Hospital - Final Bill
496.59
7 Kilmore Eye Associates - Final Bill
7.34
8 Mobile X-Ray - Final Bill
46.04
9 Moffit Heart & Vascular - Final Bill
19.19
10 Neurology Center PC - Final Bill
49.81
11 Quantum Imaging
12.68
TOTAL (Also enter on Line 10, Recapitulation)
2,035.99
(If more space Is needed, additional pages of the same size)
Copyright (e) 2002 form software only The Lackner GrOl:Jp, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
.. ' , ..
REV-1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Bennett, Murrell M.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21--
ESTATE OF
RELATIONSHIP TO
DECEDENT
00 Not List Trustee(s)
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
See attached schedule
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS;
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule J (Rev. 6-98)
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SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Murrell M. Bennett 216-01-4230 04/28/2005
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Mary Murrell Faulkner
1501 A Street
Lincoln, NE 68502
Daughter
One hundred (100%)
percent of rest,
residue and
remainder
2 L. Emory" Bennett
(Predeceased Decedent -
date of death 01/04/2001)
Husband
Total
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LAST WILL AND TESTAMENT
OF
MURRELL M. BENNETT
I, MURRELL M. BENNETT, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, unto my husband,
L. EMORY BENNETT, III, provided he survives me by sixty (60)
days.
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SECOND: Should my husband, L. EMORY BENNETT, III,
predecease me or die on or before the sixty-first (61st) day
following my death, I devise and bequeath all the rest, residue
and remainder of my estate of whatever nature and wherever
situate, including any property over which I hold power of
appointment and together with any insurance policies thereon, to
my daughter, MARY MURRELL FAULKNER, provided that should she
predecease me, I give and bequeath her share unto her issue per
stirpes by representation.
THIRD: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
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(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, cornmon trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
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(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
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FOURTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not with
respect to property passing under this Will, shall be paid out of
the principal of my residuary estate.
FIFTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SIXTH: I nominate and appoint my husband, L. EMORY
BENNETT, III, Executor of this, my Last will and Testament. In
the event of the death, resignation or inability to serve for any
reason whatsoever of the said L. EMORY BENNETT, III, I nominate
and appoint MARY MURRELL FAULKNER, Executrix of this, my Last
will and Testament. In the event of the death, resignation or
inability to serve for any reason whatsoever of MURRELL M.
BENNETT and MARY MURRELL FAULKNER, I nominate and appoint my son-
in-law, QUENTIN J. FAULKNER as Executor of this, my Last will and
Testament. I direct that my Executor or Executrix, as the case
may be, and their successors, shall not be required to post
security or a bond for the performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last will and Testament, this ~;7~day of
~~v , 2000.
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MURRELL M. BENNETT
(SEAL)
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signed, sealed, published and declared by the above-
named Testatrix as and for her Last will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
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Address
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