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HomeMy WebLinkAbout08-30-06 REVi/lJO EX.+ (6-00) ..- COMMONWEALTH OF , PENNSYLVANIA , DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 5 0 9 ""CoUNTYCOOE ----vEAr- - - NUMBER- - I- Z W C W (J W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Scheller, Elaine, E DATE OF DEATH (MM-DD-Year) SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 85- 2 6 - 6 242 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 11/30/2005 10/12/1936 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER UJ I- ~:$Ul () Cl::~ UJ a.. () :z:OO " Cl::..J ~a..llJ a.. <( IX] 1. Original Return o 4. Limited Estate IX] 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date of death prior to 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) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS David H. Stone, Es uire 414 Bridge Street FIRM NAME (If Applicable) Stone LaFaver & Shekletski TELEPHONE NUMBER 717 774-7435 I- Z UJ C Z o a.. Ul UJ Cl:: Cl:: o () New Cumberland pA 1707{l, z o i= et ..J ::J !:: a. et (J w 0::: z o I- et I- ::J a. :E o (J >< et I- 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 4. Mortgages & Notes Receivable (Schedule D) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 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) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) OFFICIAt USE ONL 1-: (1) (2) (3) (4) (5) 138,860.00 6,932.21 , _ J ,- '-1 . "OJ . ) 63,509.90 ) ',1 (6) (7) 191,375.51 (8) 400,677.62 (9) (10) 21,758.51 16,048.64 (11) (12) (13) 37,807.15 362,870.47 13. Charitable and Governmental Bequests/See 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 362,870.47 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 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 19. Tax Due 0.00 X _(15) 0.00 362,870.47 X .045 (16) 16,329.17 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 16,329.17 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < D d t' C I t Add ece en s omple e ress: STREET ADDRESS . 1 Boxwood Lane CITY I STATE I ZIP Camp Hill PA 17011- Tax Payments and Credits: 1 Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 16,329.17 3. InteresVPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 TotallnteresVPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 16,329.17 16,329.17 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; ........................................................................... 0 [R] b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [R] c. retain a reversionary interest; or ...................................................................................................... 0 [R] d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [R] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.... ........... .................................. .................... ......................... 0 [R] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 [R] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............. ................... ............................... ............................ ........... [R] 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. ADDRESS Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN I.AL:-rL-- teL? . be. ( hvL-<;v-, 222 Creek Ridge Chase AI haretta SIGNATURE OF P DATE t, /)'J /0 c. ADDRESS GA 30004 DATE ~ IS 25, 0(. PA 17070 For dates of death 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. 99116 (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. 99116 (a) (1.1) (ii)l. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [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. 99116(1.2) [72 P.S. 99116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) '* SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Scheller. Elaine. E 21 05 1109 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real propertv which is iointlv-owned with riaht of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Property located at 1 Boxwood Lane Camp Hill Cumberland County, PA at assessed value VALUE AT DATE OF DEATH 138,860.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 138,860.00 . REV-1503 EX + (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Scheller. Elaine. E FILE NUMBER 21 05 1109 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION 94.686 shares Nationwide Financial Services stock @ $42.15 each VALUE AT DATE OF DEATH 3,991.01 2 38 shares Prudential Financial stock @ $77.40 each 2,941.20 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,932.21 REV-150'8 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC, PERSONAL PROPERTY ESTATE OF Scheller. Elaine. E FILE NUMBER 21 05 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. 1109 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 10.24 Comcast-refund 2 I RS-refund on decedents 1040 for 2005 1,289.00 3 Wachovia Bank-Checking Acct. #1010072943171 Principal $10,285.58, Int. $.03 10,285.61 4 Wachovia Bank-Checking Acct. #1010089043608 Principal $51,918.71, Int. $6.34 51,925.05 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 63,509.90 REV-1Sfo EX + (6-98) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Scheller. Elaine. E FILE NUMBER 21 05 1109 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 DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 1. M& T Bank-IRA #0350042013021202 123.79 100. 123.79 beneficiary being the Estate of Elaine E. Scheller Prine. $123.71, Int. $.08 2. Hartford Life Annuity Contract #722353419 191,251.72 100. 191,251.72 beneficiaries are children, Linda M. Barbush, Diane Scheller, and Mark Scheller 0.00 TOTAL (Also enter on line 7 Recapitulation) $ 191,375.51 (If more space is needed, insert additional sheets of the same size) REV-151'1 EX + (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Scheller. Elaine. E FILE NUMBER 21 05 1109 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Parthemore Funeral Home-funeral expenses 5,692.00 Flowers on Locust-flowers for funeral 386.58 Linda Barbush-Reimb. on wake 948.40 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees David H. Stone, Esquire 10,000.00 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 Register of Wills-Probate and bond fee 324.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. PA Dept of Revenue-payment of 2005 taxes 429.00 2 PA Dept. of Revenue-late penalty on 2005 taxes 23.34 3 HB McClure-services rendered at 1 Boxwood Ln 475.31 4 Korth's Building Maintenance-serv at property 380.00 5 Linda Barbush-Reimb. for HB McClure services 451.07 6 Bonnie K. Miller, Treas.-real estate taxes 609.92 7 Bonnie K. Miller, Treas.-school taxes at prop 1,347.22 8 The Patriot News-advertiisng letters of administration 116.67 9 Cumberland Law Journal-advertising letters of administration 75.00 10 Reserve for closing expenses 500.00 TOTAL (Also enter on line 9, Recapitulation) $ 21,758.51 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Scheller Elaine E FILE NUMBER 21 05 1109 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1,712.14 Country Meadows-assisted living expenses 2 Links 2 Care-personal care assistants 14,336.50 TOTAL (Also enter on line 10, Recapitulation) $ 16,048.64 (If more space is needed, insert additional sheets of the same size) ":"""",* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Scheller Elaine E 21 05 1109 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Linda M. Barbush Lineal 120,956.83 222 Creek Ridge Chase Alpharetta, GA 30004 2. Diane Scheller Lineal 120,956.82 1721 Harmony Drive Clearwater, FL 33756 3. Mark Scheller Lineal 120,956.82 1 Boxwood Lane Camp Hill, PA 17011 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 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) Page 1 of 1 Detailed Results for Parcel 13-23-0547-466. in the 2004 Tax Assessment Database DistrictNo 13 Parcel_ID 13-23-0547-466. MapSuftix HouseNo 1 Direction Street BOXWOOD LANE Ownerl SCHELLER, WILFRED R & ELAINE E C/O PropType R PropDesc & CREEK ROAD LivArea 1542 CurLandVal 30000 CurlmpVal 108860 CurTotVal 138860 CurPretval Acreage 0.17 CIGrnStat TaxEx 1 SaleAmt 43500 SaleMo 12 SaleDa 8 SaleCe 19 SaleYr 75 DeedBkPage 0026J-00167 Year Bit 1962 HF ]ilc_Date 2/17/2005 HF _Approval_Status A http://taxdb.ccpa.net/details.asp?id=13-23-054 7 -466.&dbse1ect= 1 6/16/2006 rf ~~'T-:n =-- ... I1MI'II _. .... m ",.' Priated f. ..fld Scdd t.y I. C. o..r' Co., 13le Walnut 51.. Phil.. I' i 1': I:, III 1:; 1'1 I:; , II 'Iii :i I': ill Iii ill Iii " i! (~l CV ~~'9.'l?~ @\!J~~YJ~1L~ ?~ day of D~, ~ -~ (t'i7-1-J ill the year of oar Lord Made the one thousand nine hundred and BETWEEN Linn S. Lightner and Andrea D. Lightner, his wife, of Lolier Allen TOlinship, Cumberland County, Pennsylvania (herel.aafter called the Grantors ), of the ODe JIUt. IIId Wilfred R. Scheller and Elaine E. Scheller, his wife, of Pfaff town, North Carolina (hereinafter called the Grantee e-), of the other put, .itnesset4, That the said Grantors ,..-.. , i I " Iii Iii Ili I 1:1 \,i i i:! \;: Iii ,II Iii Iii I':,'!, !i ,;1 II II II! :,1 I:i III 1;1 Ii' Iii 1:1 :;1 Ii " U ' / I ' , (,' (f~ III T"""fli";i) J' .~................... rl Cumbo Co., P.. t'! {')'. Rut hlet. ~1.."\rllr T.. :,\ f ). ~" ,J I? '~l I,! 0...1. .. . '," ~.... f Amf, '>......;. I: r: ( , , k h.{.{;:( Iii Cumb, Co. Di,t. Col. ~.t. '1J:., Ii! ri ill I,i II lli"ct~.~~,__,~_ ~~' for and in CODSideration of the sum of FORTY-THREE THOUSAND FIVE HUNDRm (143,500.00) DOLLARS --- ----lawful money of the United States of America, unto them well and truly paid by the said Grantee 15 at or befo~ the sealing and delivery hereof, the receipt whereof Is hereby acknowledged, have IP:ranted, bargained and sold, released and confirmed, and by these presents do bargain aDd sell, release aDd confirm unto the said Grantee", their heirs aud usIp, ttrBDt, ALL THAT CERTAIN lot located in the Plan of Boxwood Lane, Lower Allen Township, Cumberland County, Pennsylvania, as laid out by William B. Whittock, R. E., 1810 Market Street, Camp Hill, Pennsylvania, June 28, 1960, and recorded in Cumberland County, Pennsylvania, in Plan Book --Ll:- page ...1.-, 85 follows: Lot 12. REarmlING at the southeast corner of the intersection of Boxwood Lane and Cr~ek ~hence in an essterly direction along the curving southerly Bide of Boxwood Lane, a distance of ninety-three (93) feet in the arc created by the radius of four hundred sixty-five and fifteen-hundredths (465.15) feet to a point; thence south twenty-two (22) devoees fifty-four (54) minutes east, along the division line between lots eleven (n) and twelve (12), a distance of ninety-one and forty-three hundredths (91.43) feet to a point; thence south seventy (70) degrees forty-seven minutes liest, a distance of one hundred ten (110) feet to a point; thence north fifteen (15) degrees nine (09) minutes west, alon~ the easterly side of Creek Road, a distance of fifty and four-hundredthn (SO.04) feet to a point; thence north nine (09) degrees forty-eight (48) minutes west, continuing along the eacterly side of Creek Road, a distance of forty-six and ninety-six hundredths (46.96) feet to a point the place of beginning. BEING THE SAME PR.EMISES which Edwin F. Grey and Catherine D. Grey, his wife, conveyed to Linn S. Lightner and Andrea D. Lightner, his wife, Grantors herein, by deed dated June 30, 1965, recorded in the Recorder's Office in Cumberland County, Pennsylvania, in Deed Book Q, Volume 21, page 381. '/// -I . ./ , // / /;1/ L--~ . ~ " ' . ~ '.~ - N COMMONWEALTH OF PEN"-lsvi,VANOf, = Scnoo/ Disl. Cumbo Co.. P. DEPARTMENT OF ~fVENlJE == I". Ru! h'.'. T,.n,fer Tn ~EAU,{ == ~ B == ).,~.!.~. '-.:. !<~ ~..t'J..17 )_! :~~'1SF(1! DfC.!'T5 r,1.i..;;~' 4 3 5. 0 0 ~ ( <( (: ,I,', I ," ..:.-..(..~.,.,/ P.B.IIl6< = ~ \.",t. ..: . j~.... eel. "::t. I..... BCO~ 26 - - '. -- ------- --- - ---- ._- -- -_. :.- PAG~ 167 ~;': ;'1 =tll '&nget1}er with all and singular the ways, streets, alleys, passages, waters, water<eIUSeS, rights, appurtenances, whatsoever unto the hereby jtnUlted premises and the reversions and remainders, rents, issues, and profits interest, property, claim and demaDd whatsoever of the said Grantor as well at law as in equity, of, in, and to the same. improvemenb, h"berties, privDeges, hereditamenb &Dd belonging, or in any wise appertaining, thereof; &Dd all the .tate, right, title, :; i , ita l1nue nnb to l1alb the said lot or piece of ground above described and premises hereby granted, the said Grantees, their the said Grantees, their hereditaments or mentioned and intended 10 to be, with the appur1eDaDoes, unto heirs and assigns, to and for the only proper DIe aud behoof of hein and assigns forever. " i " "' = '" .., , .., ft;D~ " c:"'o " CD ,Xn::o ,."CZloo z"'P,:ur"t ....:D ell.1 W ..,,:~,.:., ~z ~ I", ... ~..:>~~~ N ~~) (') -., z......r-.,..,.. -c:,Ol :x loo~:;:~ ...",... ...... ~ Con ,., Anh the said " Grantors, their heirs, 1< Grantee s, their executors and administrators IlG covenant, promise and agree, to and with the said heirs and assigns, by these presents, that they the said Grantors and their heirs, all and singular the hereditaments aDd mentioned and intended so to be, with the appurtenances, unto heirs and assigns, against the said Grantors &Dd their heirs, md against aD and every person aJId persons whomsoever lawfully claiming or to claim the same or any part thereof, l" (!Jill. 11 -- -..~. -~, shaI1 and will W AUANT and forever DJtI'Dll). IIF'II premises hereby granted or the said Grantees, their ..a1eIl adl a.IIunJl ...if:~ In miht~.. ml1n~nf, the part ies of the first part hand.. and seals Dated the day and year first above written. ~~ LINN S. LIGHTN Ell \ !2'rL~~/V. ~.)hU-(. ANDREA D. LIGHTNER ' have berelmto set (SEAL) ( SEAL) ': ~rm.b. on the day of the date of the above Indenture, of the above-named Grmtee !, , ", ! ..: '126 PI" 168 . =E3:: '1 I \ 111 ,- c __ c -- - " Ii, .'1 ! ~ : I, !'\ [I: I!; i'\ Commonwealth of Pennsylvania 1 ss: County 01 C (j ,.., e ER L.1i Nt) f On this, the ~ ~ day of p~ tht. Commonwealth 01 Pennsylvania, residinR in the , 19 7S~before me, a Notary Public for the undersiJ!:ned Offic('r, personally appeared LINN S. LIGHTNER and ANDREA D. LIGHTNER, hie v.l.fe, ., '. ., ( ,I Ii known to me (satisfactorily proven) to be the persons whose names is (are) subscribed to the within instrument, and acknowledJ!:ed that t hey executed the same for the purposes therein contained. In trIitnl'll mlytrl'of, I hereunto set my hand and official seal. ~YMl 1/ '1 ,',} , . I '-/// /. '/. (' ? 1. ^-::,:,,:U~~~f~::.~/; ~ '. ~ ~'t Cf:.......fr.t~;;)l\ ~.:, n :, 14, )y;- : . ),' ":", ... }~'., '; f1.11.1., P . ~. ,.' 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JIJ() I 1/,'! ~iJCL, /,'.'l/UO /1.10liO /1 cHOU 1 l.!c;OII 2 J (,(\:~, f)I)1 ,: 1 1 / j I2UO', 13.U3UU 71 .lnUU 7?90r)() 7.'.iJUUU 2,}I_][),C:-1 \1_) I Trade Now I http:// moneycentral. msn. comJin vestorl chartsl chartdl.asp? S ymbo 1 = PR U &DateRangeF orm=... 8/23/2006 - ~,..... ~...-.c"; WACHOVIA Reference lD: 15567()8 Wachovia Bank N.A. Balance Confirmation Services POBox 40028 Roanoke, VA 24022-7313 March 21,2006 STONE LAF AVER & SHEKLETSKI 414 BRIDGE STREET POBOX E NEW CUMBERLAND, P A 17070 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: Customer: ELAINE E SCHELLER (SSN# 185-26-6242) Date of Death: November 30, 2005 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened Maturity Date Interest Rate Accrued Interest YTD Interest Paid Dale Closed CHECKING 1010072943171 LFGAL TITLE' ELAINE E SCHELLER LINDA M BARBUSH - POA $10,285.58 1/27/2003 $0.03 $3.18 2/16/200() CHECKING 1010089043608 $51,9]8.71 11118/2003 $6.34 $412.96 2/15/200r, LEGAL TITLE: ELAINE E SCHELLER LINDA M BARBUSH - POA . Due to system limitations, we can only provide a twelve month average balance on depository accounts. No Safe Deposit Box found tor customer. · Date oJ4k:ath bala, nee d"oes not include accrued interest. ! l" , · I~te ,dfdeat~'6,/~ ci/;)~ s'on,'~ eekend o~oliday, date of death balance does not include any transactions that were m dl~ d,,"~at t e pen. //1-7'" {/ r \~/. /()' ,<-~. Amy dra 111 ';/ // " Servicen er Associate Phone: (540)563-7323 js;ag V~/VI/~VVU V~.~Vrl'l .Ll.Lv l.La~ tr..l.VJ.U .1 a^ rnVL oJ VI' u . Hartford Life March 7, 2006 David H. Stone Attorney At Law Fax: 717-774-3869 Re: Hartford Annuity Contract#711253419 Decedent: Elaine E. Scheller 711253419 Elaine E. Scheller 185-26-6242 Elaine E. Scheller November 30,2005 $191,251.72 Dear Attny Stone: Thank you for your correspondence regarding the above annuity contract. Contract Number: Owner: Owner's SSN#: Deceased: Date of Death: Date of Death Value: Sincerely, Rachel B. Pasternack Investment Product Services Contract Management Hartford Life Insurance Company HflrlfC}r~ Lifdn~t1'-l!I1~e Comp'lnies 200 Hopilie1idow.Slre"l SirI1.tmry, CT 06/}S9 . ToJl Fr....l S0086.26668 Invesl/tl.lmi. ProduclS..rvjces Maililig Addr....:P.O,Box 5085 H arlford, CI'061 02"50tj5 !!./tlin e.ha.-tfllrQ life .com mlM&rBank 499 Mitchell Road, Millsboro, DE 19%6 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 March 13, 2006 Stone LaFaver & Shekletski Attorneys At Law 414 Bridge Street POBox E New Cumberland, Pennsylvania 17070 Re: Estate of' Elaine E Scheller Social Security: 185-26-6242 Date of Death: November 30. 2005 Dear Sir or Madam: Per your inquiry dated March 6, 2006, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account IRA Account Number 035004201302102 Ownership (Names of) Elaine E Scheller * Estate of Elaine E Scheller, Beneficiary * Opening Date 09/05/02 Balance on Date of Death $123.71 Accrued Interest $ 0.08 Total $123.79 P!':'ase be advised, there was no s~f", deposit box fo'md f0r the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Highland Park Office # 717-737-3322. Sincerely, }."'"''''-''7 ",,./f// /a-s./>C) ~'L ' ~. '/. L/--['(' /). c\., L. Nancy Clagett Records Management