HomeMy WebLinkAbout03-16-06
REV.1500 EX + (6.00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
OFFICIAL USE ONl Y
FILE NUMBER
2 1 -0 6 0 0 0 9
COUNTYCOOE ---vEAr-- - - N'UMBER- -
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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BOWERS BETTY JANE
DATE OF DEATH (MM-DD-Year)
ALBRIGHT
DATE OF BIRTH (MM-DD-Year)
12/10/2005 01/18/1920
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
5 79- 4 0 - 8 2 3 4
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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[XJ 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12'12-82)
o 7. Decedent Maintained a Living Trust (AtlachcopyofTrust)
o 10. Spousal Poverty Credit (date ofdealt1 between 12.31.91 and 1-1.95)
o 3. Remainder Return (date of death priorto 12-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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THIS SECTION MUST.BECOMP1.ETElliAlt.CbFtRESPONOENCEANDCONFIDENl1ALTAX.tNFbRMATlONSHOULD.. BE OIRECTE'OTO:
NAME COMPLETE MAILING ADDRESS
MARCUS A. McKNIGHT III 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3, Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
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)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
I
79,941.02
OFFICIAL USE ONLY I
,
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14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
19. Tax Due
0.00 X _(15)
0.00 X _(16)
0.00 X .12 (17)
291 ,41 0.14 X .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
20.
69,571.84
I
164.449.041
(8)
313,961.90
19,931.65
2,620.11
(11)
(12)
(13)
22,551.76
291,410.14
(14)
291,410.14
0.00
0.00
0.00
43,711.52
43,711.52
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
REV-15".1 EX, (6-.
SCHEDULE B
STOCKS & BONDS
.. COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BOWERS
BETTY JANE
ALBRIGHT
FILE NUMBER
21 06
0009
ITEM
NUMBER
1.
2.
3.
5.
6.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
Van Kampen Investments - Account Number 32 / 670691022
600.962 Shares @ $18.72
Van Kampen Investments - Account Number 50 /670691023
2,283.453 Shares @ $10.48
First Investors - Account Number 7V1 0512 7
First Investors Fund for Income A (FIFIX)
5,595.762 Shares @ $2.96
Scudder Investments
Managed Municipal Bond Fund - Class A
1,187.662 Shares @ $9.06
SunTrust Banks, Inc. Certificate Number ST 249098
Cusip #867914 10 3
226 Shares @ $73.40
VALUE AT DATE
OF DEATH
11,250.01
24,752.63
16,563.46
10,786.52
16,588.40
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
79.941.02
REV-l";B EX. I'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
...
ESTATE OF
BOWERS
FilE NUMBER
BETTY JANE ALBRIGHT 21 06
Include the proceeds of litigation and the date the proceeds were received by the estate,
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0009
ITEM
NUMBER
1.
DESCRIPTION
Personal Property - Appraisal Attached
VALUE AT DATE
OF DEATH
4,677.00
2.
1992 Ford Escort
VIN # 3FAPP13J4NR116321
675.00
3.
Sovereign Bank - Checking Account #2891032829
26,854.35
4.
Sovereign Bank - Savings Account #2894018171
4,930.54
5.
Sovereign Bank - Certificate of Deposit #32895434617
22,018.45
6.
Sovereign Bank - Certificate of Deposit #2895505465
10,416.50
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
69 571.84
REV."'~EX'(6.
, COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
BOWERS
BETTY JANE
ALBRIGHT
FILE NUMBER
21 06
0009
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE V ALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Sovereign Bank - IRA #2899146465 4,866.27 100. 4,866.27
2. AIG Annuity 159,582.77 100. 159,582.77
Policy No. BX203397
TOTAL (Also enter on line 7 Recapitulation) $ 164449.04
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
',*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BOWERS
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
FILE NUMBER
BETTY JANE
ALBRIGHT
21
0009
06
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Auer Memorial Home
56.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
7,500.00
Social Security Number(s)/E!N Number of Personal Representative(s)
Street Mdress 60 West Pomfret Street
City Carlisle
State P A
Zip 17013
Year(s) Commission Paid:
Attorney Fees Irwin & McKnight
Family Exemption: (If decedents address is not the same as claimant's, attach explanation)
Claimant
9,875.00
Street Address
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees
352.00
Accountant's Fees
.
Tax Return Preparer's Fees
350.00
Register of Wills, Short Certificates
Register of Wills, Filing Fee
Notary Fees
Cumberland Law Journal, Estate Notice
Roy Gottshall, Appraisal on Personal Property
Garnet Management, Rent
The Sentinel - Legal, Estate Notice
Jeffrey Albright, Reimbursement of Expenses
16.00
30.00
25.00
75.00
65.00
173.20
122.51
1,291.94
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
19931.65
REV-1512 EX + (6-98)
.
SCHEDULE'
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BOWERS
FILE NUMBER
BETTY JANE
ALBRIGHT
21
06
0009
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Sprint, Telephone
VALUE AT DATE
OF DEATH
137.42
2. Comcast Cable, Utility
67.51
3. PP&L, Electric
43.22
4. Thornwald Home, Nursing
2,371.96
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets 01 the same size)
2.620.11
"""no".,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
BOWER
BETTY .IANE
ALBRIGHT
NUMBER
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
John R. Albright
127 Carlton Avenue
Deland, FL 32720
2.
Jeffrey D. Albright
68.Morgan Road
Unity, NH 03773
FILE NUMBER
21 06
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Collateral
Collateral
ooo~
AMOUNT OR SHARE
OF ESTATE
1/2 Remainder
1/2 Remainder
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
ll. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
I BETTY JANE ALBRIGHT BO\VERS, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby
expressly revoking all Wills and Codicils heretofore made by me.
ONE: I direct my Executor to pay all of my debts, funeral and administrative expenses
as soon as may be done conveniently after my decease.
T\VO: I give, devise, and bequeath all of my estate of every nature and wherever situate,
in equal shares to the following per capita:
To JOHN R. ALBRIGHT ...........................................50%
To JEFFREY D. ALBRIGHT.....................................50%
If one of those named has predeceased me, his share will be distributed to the person
named above then living.
THREE: I appoint l\IARCUS A. l\lcKN1GHT, III, as Executor of this my Last Will.
FOUR: My Executor may, at his discretion, compromise claims, borrow money, retain
property for such length of time as he may deem proper; lease and sell property for such prices,
on such terms, at public or private sales, as he may deem proper; and invest estate property and
income without restriction to legal investments.
FIVE:
No Executor, acting hereunder shall be required to post
bond or enter security in this or any jurisdiction.
(SEAL)
Signed, sealed, published and declared by BETTY JANE ALBRIGHT BO~VERS,
the above named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at
her request and in her presence and in the presence of each other have subscribed our names as
witnesses hereto.
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ACKNO'VLEDGMENT AND AFFIDAVIT
'VE, BETTY JANE ALBRIGHT BOWERS, SHARON L. SCffiV ALM and
KALVIELA S. CORNl\'IAN, the testatrix and witnesses respectively, whose names are signed to
the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority
that the testatrix signed and executed the instrument as her last will and that she had signed
willingly, and that she executed it as her free and voluntary act for the purpose herein expressed,
and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a
witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of
age or older, of sound mind and under no constraint or undue influence.
~ ~ .
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BETTY JA~ E ALBRIGHT BO'VERS
\tIA~~ tt? ~j~il,~f~
, ,
SHARON L. SCH'VALM
I ''La /1
COLVIl\ION''''EALTH OF PENNSYLVANIA
: SS:
COUNTY OF CULVIBERLAND
Subscribed, sworn to and acknowledged before me by BETTY JANE ALBRIGHT BOWERS,
the testatrix herein, and subscribed and sworn ~olbeforeme by SHARON L. SCH\VALl\:J aT1d
KAlVIELA S. CORNl\'IAN, witnesses, this )~d'ay of February, 2002.
I
-~~_._..._-_...-..__..._._--_._-~.~
j'-'''.'-'''-'' Notarial Seal ,,'
j Martlla L. Noel, Notal"j PllUllC " ',\
j Carlisle 8cro. CUf!1berland ~~un;fn" {
1 My Commission Explf8S Sept I "'..:.- "v j
'rd1G(t"!h8f ?Enr~s'ih'8.n)8-~SSCGta~jc>n o~ j',\ot2ln.~3
It
February 23, 2006
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MARCUS A MCKNIGHT III
IRWIN & MCKNIGHT
60 WEST POMFRET ST
CARLISLE P A 17013-3222
IR
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tYlt.Jl",L"~ ". 1
Reference: 00369323
Re: 32/670691022
50/670691023
Betty A. Bowers
Dear Mr. McKnight:
We recently received your inquiry regarding the above referenced shareholder's Van
Kampen accounts from Jefferson Pilot Securities Corporation. In your letter, you
requested information regarding the decedent's accounts.
Please know that the client's accounts are registered in Betty A. Bowers' name solely.
Account number 32/670691022 was established on September 27,1995, and account
number 50 / 670691023 was established on July 1, 1998. The registrations of the
accounts have not changed in the year preceding the decedent's death (December 10,
2005). There were no other accounts closed for the year preceding the shareholder's date
of death.
Since the date of death fell on a weekend, the following share balance and net asset value
(NA V) information is based on the previous business day's (December 9,2005) close.
Account Number Shares NAV Account Value
32/670691022 600.962 $18.72 $11,250.01
50/670691023 2,283.453 $10.84 $24,752.63
The amount of dividend income accrued, but not posted to account 32 / 670691022 as of
December 9, 2005, was $10.29. The amount of dividend income accrued, but not yet
posted to account 50 / 670691023 as of December 9, 2005, was $32.83.
In order to transfer (re-register) the accounts, Van Kampen requires the following
documentation:
. Completed Transfer Form (enclosed) bearing your guaranteed signature as well as
the signature( s) of the new owner( s)
. Certified copy of the Letter of Appointment naming you as the executor of the
estate, dated within 120 days of the request
. Copy of the death certificate for Betty A. Bowers ( on file)
In order to redeem the accounts, Van Kampen requires the following documentation:
. Letter of instruction bearing your guaranteed signature
. Certified copy of the Letter of Appointment naming you as the executor of the
estate, dated within 120 days of the request
. Copy of the death certificate for Berty A. Bowers (on file)
. \V -9 form (if app licable)
A signature guarantee is simply the witness of a signature and can be performed by a
registered broker dealer, a commercial ban..L:: or tmst company. a savings and loan
associ3tion, J. credit union, a member tim. of a national securities exchange, a securities
clearing agency, or a federal savings bank. A signature guarantee cannot be performed
by a notary public. Additionally, an endorsement guarantee is not acceptable.
-.
The Letter of Appointment is a court issued or persona! document appointing a person or
entity to a fiduciary capacity. It is essentially a document issued by the court evidencing
the appointment from the courts. The letter must be celiified at the courthouse and must
bear the coun clerk's seal, which may be raised or flat. Certification of the Letter of
Appointment must be dated within 120 days of the request.
If the redemption should be reported under the estate's tax identification number (TIN) or
the recipient's Social Security number (SSN), we will need a completed W-9 form signed
by the appropriate party (i.e., you, if it should be reported under the estate' 5 TIN or the
recipient of the assets if it should be reported under [hat person's SSN). In addition, you
will need to specifically request that the shares be transferred into the name of the estate
or recipient prior to redemption. \Ve have enclosed a W-9 form for your convenience.
Please mail the appropriate documentation to our transfer agent at the following address:
Van Kampen Investor Services
P.O. Box 947
Jersey City, NJ 07303-0947
Thank you for doing business with Van Kampen Investments. If we may be of further
assistance, please contact our Client Relations Department at 1-800-847-2424 between
the hours of 8:00 AM and 5:00 PM Central Time, Monday through Friday.
Sincerely,
~J~
Douglas Krodell
Correspondence Representative
.11111111 First Investors
1 of 4
January 1,2005 - December 31,2005
=
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Account Summary
Mutual Service Corporation
2030 Sue Creek Drive
Baltimore, MD 21221-1930
-
=
-
-
Betty A Bowers
129 W Ridge St Apt C
Carlisle PA 17013-3825
---
=
Representative 6391 GENTRY
---
---
---
-
=
Office 839
Customer # 756065
5000054762
---
-
First Investors Mutual Funds
---
-
-
-
Fund For Income - A
Type
Individual
Account
Number
7V105127
Shares
,./ . Owned
(.5,595.762
NAV
$3.00
Ending
Value
$16,787.29
-
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-
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GRAND TOTAL $16,787.29
Information Is Just A Phone Call Away - For assistance 24 hours a day. seven days a week, please call our automated
telephone system at 1-800-423-4026 and have your Customer Number 756065 handy. You will be able to check your
account balance, review recent transactions and access other helpful information.
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First Investors funds and variable products are not FDIC insured, are not guaranteed by First Investors Federal Savings Bank (FIFSB), and are subject to investment risks
- - -
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.SCUDDER
INVESTMENTS
v
Scudder Distributors, Inc.
222 So. RiversIde Plaza
Chicagu, IL 6060(,-5808
Phone: 1-800-621-1048
www.scudder.com
January 12,2006
Irwin & McKnight
Attn: Marcus A. McKnight, III
60 West Pomfret Professional Building
Carlisle, PA 17013-3222
Dear Mr. McKnight:
I am writing in response your recent correspondence regarding Scudder Managed Municipal Bond Fund-Class A
account 9334715232, which is registered individually to Betty A. Bowers.
As December 10, 2005 was not a business day. I have provided below, the number of shares, share prices, dollar
values, and accrued dividends in this account as of the previous and next business days.
Date Number of Shares Share Price Dollar Value Accrued Dividends
December 9,2005 1,187.466 $9.06 $10,758.44 $22. 14
December 12, 2005 1,187.662 $9.06 $10,760.22 $26.30
As of December 9, 2005 and December 12, 2005, the year-to-date dividends paid in this account were $435.64.
Please note that on December 12,2005, there was a short-term capital gain distribution of$1.78. As a result, 0.196
shares were purchased in the account at a price of $9.06 per share.
According to our records, the above account was established on July 1, 1988, and there have not been any
registrations changes on the account. Please note that I did not locate any accounts for Betty A. Bowers that were
closed within the past year.
I have enclosed a checklist that provides instructions for you to transfer or redeem this account as the executor of
the estate of Betty A. Bowers. An Inheritance Tax Waiver is not required for this account.
If you have additional questions or require further assistance, please contact Scudder Investments at (800) 621-
1048. A representative will be happy to assist you Monday through Friday 8:00 a.m. to 5:00 p.m. Central Time.
Sincerely,
~?~
Monique Fullenwilder
Scudder Investments
60668939
IJ~
SUNTRUST-
Ernest Hale
Vice President
Stock Transfer Department
SunTrust Banks, Inc.
P. O. Box 4625
Atlanta, Ga. 30302
--;81404.581.1578
Fax EMAIL Ernest.Hale@suntrust.com
January 17, 2006
Marcus A. McKnight, III
Law Offices Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
Re: Estate of Betty Jane Albright Bowers
Dear Mr. McKnight,
Enclosed you will find two computer screen prints revealing the information you requested on
securities held by Betty A. Bowers.
Since the account was opened there has been no change in ownership. All dividend checks
issued since the account was opened have been negotiated.
The balance of 226 shares of SunTrust Banks, Inc. stock has not changed since inception.
Sincerely,
/"';} "1
~. - ~ "" 1....L/ /- tlL---'
L~l.AJ~ ~'.
Ernest Hale
(-!
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Page: .1 Document Name: untitled
POI ASCY TERM/OP: A023 RSTA43 DATE/TIME: 01/12/06 17:15:56 ID: SMASCY
ERES: MESSACE: 150 INFO--NO ADDITIONAL PAGES
COMPANY: SUNT ISSUE: COM SUNTRUST BANKS, INC.
ACCT ID: BET A BOWERS 1 TAXPAYER ID: 579-40-8234 ACCT NUMBER; 79485
OPEN ONLY: BEG CERT: BEG DATE: END DATE:
A C C 0 U N T C E R T I F I CAT E HIS TOR Y
BETTY A BOWERS 129 W RIDGE ST APT C
SEL ---CERT ID--- ---DEBIT--- ---CREDIT-- ---UNITS--- STP COR USER
NBR PREFIX NUMBER TP DATE TP DATE
1 ST 249098 CF 12/31/98 226.0000
SELECT ONE OF THE ABOVE FOR INQUIRY AND UPDATE ====>
PROCEED TO: ====> (I = CERT INQUIRY, M = CERT MAINT, P = PRICE INQ / MAINT)
PAGE DIRECTION: => F (F/B) NUMBER OF PAGES: => 01 (01-50) PAGE NUMBER: => 1
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Date: 1/12/2006 Time: 5:16:10 PM
?age: .1 Document Name: untitled
POI ASHI TERM/OP: A020 RSTA43 DATE/TIME: 01/17/06 13:28:23 10:
EP~S: MESSACE: 150 INFO--NO ADDITIONAL PAGES
COMP: SUNT ACCT 10: BET A BOWERS 1 TAXPAYER 10: 579-40-8234
ACCT NUMBER: 79485 DDA NUMBER: STATUS:
A C C 0 U N T C H E C K HIS TOR Y I N QUI R Y
BETTY A BOWERS
129 W RIDGE ST APT C
CARLISLE PA 17013-3825
SEL -DDA NBR- CHECK NBR
1 08800712518 7570436
2 08800712518 7587866
3 08800712518 7604988
4 08800712518 7622173
5 08800712518 7644171
6 08800712518 8000645
7 08800712518 8021978
8 08800712518 8042902
SMASHI
~L4Q l~lUt&-it.~~O
-CHECK AMOUNT- PAY DATE STATU~ DATE -----MESSAGE-----
113.00
113.00
113.00
113.00
124.30
124.30
124.30
124.30
03/15/04 SE
06/15/04 SE
09/15/04 SE
12/15/04 SE
03/15/05 SE
06/15/05 SE
09/15/05 SE
12/15/05 SE
03/25/04
06/25/04
09/21/04
12/21 /04
03/21/05
06/20/05
09/21/05
12/29/05
SELECT ONE OF THE ABOVE: ====>
PROCEED TO: => (A = ACCOUNT CHECK INQUIRY, M = CHECK MAINTENANCE)
PAGE DIRECTION:-=> F (F/B) NUMBER OF PAGES: => 01 (01-50) PAGE NUMBER: => 1
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Friday, January 20,2006, 1:37PM ET - U.S. Markets close in 2 hours and 23 minutes. Dow -1.370/0 Nasdaq -1.82'
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Enter Symbol(s):
e.g. YHOO, ^DJI
SunTrust Banks Inc. (STI)
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EE~~ILaJt~
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1-----"1
i GO i Symbol Lookup I Finance Sear<
L.'-_..:....~.~~.
At 1:17PM ET: 70.49 +
011'10
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73.40
9-Dec-05
72.54
73.92
72.37
73.40 1,206,700
. Close price adjusted for dividends and splits.
First I Prey I Next I Last
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$170,000
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http://financc.yahoo.comlq/hp?s=STI&a=11 &b= 1 O&c=2005&d= 11 &e= 1 O&f=2005&g=d
1/20/2006
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10
-
MG Annuity tnllunnce Cmnpnny
P.O. Box 871
Am<1rillo. TcxllS 791OS-tl871
800.42't4990
March 10, 2006
BETTY A BOWERS
129 W RIDGE ST
CARLISLE PA 17013
Rc: Annuity Contract:
Annuitant:
BX203397
BETTY A BUWERS (Deceased)
Dear Policy O\vner:
Thank you for your recent inquiry regarding the referen.ced a1UlUity contract. It is our pleasure to
be of service to you.
Our records reflect the following information on your contract:
Date of Dtath 12110/2005Accum.Value:
$159,582.77
We appreciate your business and this opportunity to be of assistance. Should you have additional
questions, please feel free to contact our Client Care Center by using our toU free number of
800-424.4990.
Sincerely,
'<~o~~
Peter Drolet
Client Care Center
t1'(J",,'''~;IY IJI,~."l'fmrr C"m/JlJlJl'
MonJ.}()' '~/I\/IICI'I((II' 1I1!~.'!'r1,,!;,;,,/,1 (Jrmf)', I",.
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Betty Jane Albright Bo\vers
579-40-8234
December lO, 2005
Account #: 2891032829 Type:
In the name of: Betty A. Bmvers
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
Checking
Open date:
8/3/1990
$26,844.10
12/4/2005
$10.25
$528.21
Account #: 2894018171 Type:
In the name of: Betty A. Bowers
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest tD date of death:
Other Info:
Savings
Open date:
8/31l990
$4,924.72
9/30/2005
$5.82
$1 &.48
Account #: 2895409791 Type: CD Open date:
In the name of: Betty A. Bmvers ITF John R. Albright and Jeffrey D. Albright
/ Date of Death Balance: $22,975.50
/ J. Int.(YTD) from 1/1/2005 to 11/30/2005
__ Jl ..l--- Accrued interest to date of death: $22.36
V I \Sl Other Info:
/ I ill,
1 ~ v
i
2/1112000
$613.20
Account #: 2895416283 Type: CD Open date:
In the name of: Betty A. Bowers ITF Jeffrey D. Albright and John R. Albright
/ Date of Death Balance: $10,000.00
<\ ",,\0nt.(YTD) from 1/1/2005 to 11/30/2005
,I . I \ Accrued interest to date of death: $9.73
( f.\\')\
i \' ~v Other Info:
1\
7/24/1997
$270.86
Account #: 2895434617 Type:
In the name of: Betty A. Bowers
Date of Death Balance:
Int.(YTD) from 1Il/2005 to
Accrued interest to date of death:
Other lnfo:
CD
Open date:
5/27/2003
$22,000.00
11/30/2005
$18.45
$499.14
Page 1 of 2
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Betty Jane Albright Bowers
579-40-8234
December 10,2005
Account #: 2895505465 Type:
In the name of: Betty A. Bowers
Date of Death Balance:
Int.(YTD) from 1/112005 to
Accrued interest to date of death:
Other Info:
CD
Open date:
7/28/2004
$10,404.70
lI/30/2005
$11.80
$328.47
Account #: 2898146465 Type: IRA Open date: .811/1996
In the name of: Betty A. Bowers
Date of Death Balance: . $4,859.99
Int.(YTD) from 1/112005 to 11130/2005 $182.19
Accrued interest to date of death: $6.28
Other Info: Beneficiaries: John R. Albright & Jetlrey D. Albright (nephevv)
Page 2 of 2
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Betty Jane Albright Bowers
579-40-8234
December 10, 2005
Account #: 2891032829 Type:
In the name of: Betty A. Bowers
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
Checking
Open date:
8/3/1990
$26,844.10
12/4/2005
$10.25
$528.21
Account #: 2894018171 Type:
In the name of: Betty A. Bowers
Date of Death Balance:
Int.(YTD) from 1/l/2005 to
Accrued interest to date of death:
. Savings
Open date:
8/3/1990
$4,924.72
9/30/2005
$5.82
$18.48
Other Info:
Account #: 2895409791 Type: CD Open date: 2/11/2000
In the name of: Betty A. Bowers ITF John R. Albright and Jeffrey D. Albright
Date of Death Balance: $22,975.50
Int.(YTD) from 1/1/2005 to 11/30/2005 $613.20
Accrued interest to date of death: $22.36
Other Info:
Account #: 2895416283 Type: CD Open date: 7/24/1997
In the name of: Betty A. Bowers ITF Jeffrey D. Albright and John R. Albright
Date of Death Balance: $10,000.00
Int.(YTD) from 1/1/2005 to 11/30/2005 $270.86
Accrued interest to date of death: $9.73
Other Info:
Account #: 2895434617 Type:
In the name of: Betty A. Bowers
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
CD
Open date:
5/27/2003
$22,000.00
11/30/2005
$18.45
$499.14
Page 1 of 2
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Betty Jane Albright Bowers
579-40-8234
December 10,2005
Account #: 2895505465 Type:
In the name of: Betty A. Bowers
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
CD
Open date:
7/28/2004
$10,404.70
11/30/2005
$11.80
$328.47
Account #: 2898146465 Type: IRA Open date: 8/1/1996
In the name of: Betty A. Bowers
Date of Death Balance: $4,859.99
Int.(YTD) from 1/1/2005 to 11/30/2005 $182.19
Accrued interest to date of death: $6.28
Of her I~fo' B""",pf:"1''lr1''''s' Tohn R !\lhr;"h~!lf J""f'fr"'" D ^lb"-;',.l-,~ (nepL.",\,,)
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Page 2 of 2
January 17, 2006
Irwin & McKnight
West Pomfret Professional Building
60 West Fomfret Street
Carlisle, pa 17013-3222
RE: Estate of Betty Jane Albright Bowers
To Whom It May Concern:
Attached please find slips for my trip tc Carlisle, Pa from Jan. 14-16, 2006.
Total Amount spent was $1291.94.
Sincerely,
Jeffrey :c. Albright
enclosures
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Days Inn Carlisle
101 Alexander Spring Road
Jan 15, 2C
12:19 ;
Carlisle, P A 17013
Phone: (717)258-4147 Fax: (717)258-1207
JEFFREY ALBRIGHT
68 MORGAN RD
Newport, NH 03773
Account #: 42037
Room Number: 101
Rate: $72.00
Pay Method: XXXXXXXXXXXI007 AX
Arrival Date: Saturday, January 14, 2006
Departure Date: Saturday, January 14,2006
Member #:
Information:
Date
Department
Room postings
ccupancy Tax = 6%
ourist Tax = 2%
merican Express P
101 $72.00
101 $4.32
101 $1 .44
101 $77.71
Balance: I $O.Ot
OOM AND TAX
OOM AND' TAX
OOM AND TAX
HECKED-OUT
As a TripRewards member. you could have earned 720 points for this stay.
To become a member visit us at triprewards.com or call1-800-FOR-TRIP.
Notice: This facility is independently owned and operated under license from Days Inn.
Contact the facility manager first with any questions about the bill. Days Inn and it affiliates
may contact you about goods and services. If you prefer not to be contacted by the Iincensor
or it affiliates. please write us at Days Inn. PO Box 27970. Minneapolis. MN 55427-09tQ
Signature
Please contact the Manager about any issues with your stay.
Days Inn or affiliates may contact you about goods and
services unless you call 877-212-2733 or write to Box 27970,
Minneapolis. MN 55427-0970 to opt out.
View our Days Inn website about privacy.
WA\.*~'
'Lw.v~'"ES'
SUP ERe E ~ i E R
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t\Al'IAGER JOHN LlNDEMULDER
( 1'7 ) 2S3 - '250
CARLISlE, PENNSYLVANIA
Tt ~Si~ oPt 000020'5 iE' 30 iR' 09'30
OiiON CORD 007'S'~06'S2 ~.17 ~
SUiiOiAL ~.71
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CASH iEND 20-:-O\f
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Receipt 1047947
Type SALE
~~~~~;~~ ----------- ----------
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160z Hot 5 99 u__
__~_ Refill Hot 1: 19 5.99
n___nn ' 0 89 1.19
Subtotal ---------------~-- 0.89
Discounts ---------
Tax Rate 1 8.07
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JOHNNY D'S
NEWBURGH
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Hess 38252
712 North Hanover St
Carlisle
Pa 17813
Term: JD4225146G~81
Appr: 527824
Seq": 821875
PUMP" 87 CREDIT/SELF
Unleaded @ $ 2.379/G
VOLUME 24.388 GAL
~~~A~OTAL : ~
American Express
Exp. Date: 12/87
XXXXXXXXXXX1887
81/15/2886 89:36:35
I agree to pay the
above Total Amount
according to Card
Issuer Agreement.
THANK YOU FOR
SHOPPIHG AT HESS
For Questions Or
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1-888-HESS-OIL
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WELCOME TO SUNOCO
7297
SUNOC07297
78 RT 171\
NEW BURGH NY 12550
DLR#: H336420183001
01/14/06 05:19:18
Pump#: 1 ISe I f
Product:Regular
Gallons 25.317
$/Ga I /$ -r'519',
Fue I Sa I e / $ 63,77 J
Total Salt!' $ 63,77 '
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AMX
Trans# 050115
Approval# 546252
181126s177c1
THANK YOU FOR
YOUR BUSINESS
GETTY
934 E. MAIN ST.
MER I DEN , CT 06450
203-237-8837
1/14/068:26 PM
Site Tran Auth
0005908 3246 545485
From: CREDIT
Pump #6 regular
Gallons.
Price/Gal
Tot a I .
14.235
,2-:459
'$35.00
THANKYOlJ
PLEASE COME AGAIN
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1\ 0 ~hbor ^le:::c G (II! & 001
APPLEBEE'S
NEIGHBORHOOD GRILL & BAR
260 Noble Blvd
Carlisle. PA 17013
717-245-2500
SHANNON P TB#67
DATE: 01-14-06 TIME: 12:49 PM GUESTS: 5
CARD TYPE: AM EX
CARD NUMBER: *********1007
APPROVAL CODE: 594155
Merchant 10: 61345
Trans Type: Auth
Tracking 10: ******
Amount:
79.88
Tip:
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: 73. ;~:':
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Cardmember agrees to pay total in
accordance with agreement governing
use of such card.
** GUEST COPY **
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George Washington Bridge
Upper Level
lane: 14
Card #: 42283
Date: 01/15/2006 04:58
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Class: 2
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NEW YORK STATE
THRUWAY AUTHOR!
Lane 10X
01/14/06
Plaza 17X
Class 2H
Coll 16
6:28am
to Plaz..a-
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TOll(,$2.31
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Pilot ..288
919 Route 113
Bloomsbury NJ 8888-
Invoice" 8858331
Date 81/16'86
Time 84:84AM
Auth .. 88888686
AX Acct ..
3XXXXXXXXXX1887
Exp. Date 12'87
Pump Gallons Prict
83 14.268 $2.25~
Product
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Tota I Sa I e
SALE - Card
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T-Bird Mini Mart
225 Washington St
ClareMont, NH 03743
Ticket: 392889
Pump Gallons Price
3 17.141 2.389
Product
Unleaded
Amount
140.95
AMEX
CLAREMONT T BIRD
225 WASHINGTON ST
CLAREMONT, NH
ACCT:
*********** 1007
EXP:12/07
REF: 960002S021S
AUTH:578297
TIME:12:07:21
UN IT 1:00020781009
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Statement
United Church of Christ Homes
Thornwald Home
442 Walnut Bottom Road
Carlisle, PA 17013
Statement Date: 01/01/2006
Marcus McKnight
Attorney At Law
60 W Pomfret St.
Carlisle, Pa 17013
Due Date: 01/25/2006
Re: Betty A Bowers
Account Nr: 961
Date
Description
Days
Quant
Rate
Charges
Payments
Balance
BALANCE FORWARD 61417.32 6,417.32
12/01/05 Room & Board - Semi 31 198.00 -6,138.00 279.32
12/05/05 Pharmacy - Rx 1. 00 176.88 176.88 456.20
12/09/05 Incontinence Suppli 1. 00 29.64 29.64 485.84
12/09/05 Medical Supplies 1.00 104.12 104.12 589.96
12/31/05 Room & Board - Semi 9 198.00 1,782.00 2,371.96
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MEDICARE PART D!! When you have your Part D picked out, please notify
the Billing office. Copies of the cards.