HomeMy WebLinkAbout01-08-07
REV-1500 EX (6-00)
OFFICIAl USE ONLY
~L
COUNTY CODE
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
YEAR
00031_ _ _
NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ STRAYER DAISY
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ 12/26/2005 10/27/1918
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
w
SOCIAL SECURITY NUMBER
188-12-5460
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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[XJ 1. Original Retum
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Retum D 3. Remainder Retum (date of death prior to 12-13-82)
D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Retum Required
D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
D 1 D. Spousal Poverty Credit (dale of death between 12-31-91 and '.1-9S) D 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
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ROBERT F STRAYER
FIRM NAME (If Applicable)
361 CRISWELL DRIVE
BOILING SPRINGS, PA 17007
TELEPHONE NUMBER
717-448-2348
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortg ages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. Jointly Ov.ned Property (Schedule F) (6)
0 o Separate Billing Requested
i=
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::) (Schedule G or L)
l-
e: 8. Total Gross Assets (total Lines 1-7)
<(
0
W 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
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10. Debts of Decedent, Mor1gage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
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149,900
394,996
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61,000
84,595
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<Iitf1C1Al USE ONL '\C.,
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1. Real Estate (Schedule A)
(1)
2 _ Stocks and Bonds (Schedule B)
(2)
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40,322
730,813
1 2. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for v.tlich an election to tax has not been
made (Schedule J)
35,208
695,605
o
14. Net Value Subject to Tax (Line 12 minus Line 13)
695,605
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
z rate, or transfers under Sec. 9116 (a)(1.2)
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c( 16. Amount of Line 14 taxable at lineal rate
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~ 17. Amount of Line 14 taxable at sibling rate
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;:': 19. Tax Due
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695,605
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x.O L(15)
x .0 45 (16)
x .12 (17)
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31,302
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(19)
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31,302
x .15 (18)
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20. ~
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SUR.ETO ANSWER ALL QUESTIQNS ON RE:VERSESIDEAl\IDR.ECHECK MATH < <
3W46451.000
Decedent's Complete Address:
SlREET ADDRESS
28 CIRCLE DRIVE
CITY I STATE I ZIP
CARLISLE PA 17013-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
31,302
o
30.000
1,589
Total Credits (A + 8 + C) (2)
31.589
3. Interest/Penalty if applicable
D. Interest
E. Penalty
o
o
TotallnteresUPenalty (D + E) (3) 0
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) 287
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0
A. Enter the interest on the tax due. (5A) 0
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 0
Make Check Pa able to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
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; .
c. retain.a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. IX] D
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 penalties of perjury. I declare that I have examined this retum. indudi accompanying schedules and statements. and to the best of my knowledge end belief, it is true, correct and complete.
Declaration of preparer other th an the personal repres ive is d on a information of which preparer has any knowledge.
SPONSIBLE FOR
Yes
No
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DATE
361 CRISWELL DR
SIGNA}fE OF PREPARER OTHER THAN REPRESENTATIVE
~-'0~ -t~
ADDRESS
BOILING SPRINGS, PA 17007
DATE
, I~ ;)'7
POBOX 668 CARLISLE, PA 17013
iBii+__1 llMl - ~ ~ 11.1&' ~
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. 9 9916 (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)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure 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. 9 9116(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. 9 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.
3W4646 1.000
REV-'S02 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
DAISY W. STRAYER
21 05 00031
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 knCllo\4edge of the relevant facts.
Real property which is jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION
NUMBER
1. RESIDENCE - 28 CIRCLE DRIVE
VALUE AT DATE
OF DEATH
149,900
3W46951.000
TOTAL (Also enter on line 1. Recapitulation)
(If more space is needed. insert additional sheets of the same size)
$
149,900
REV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
DAISY W. STRAYER
21 05 00031
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1.E*TRADE FINANCIAL PORTFOLIO
SEE ATTACHED SCHEDULE
VALUE AT DATE
OF DEATH
394,996
3W46961.000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
394,996
REV.1507 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DAISY W. STRAYER
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21 05 00031
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VAlUE AT DATE
OF DEATH
1 NOTE RECEIVABLE - ROBERT A STRAYER
61,000
TOTAL (Also enter on line 4, Recapitulation) $
61,000
3W46AC 1.000
(If more space is needed, insert additional sheets of same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
DAISY W. STRAYER
FILE NUMBER
21 05 00031
Include the proceeds of litigation and the date the proceeds were receilled by the estate.
All property jolntly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
E*TRADE FINANCIAL # 2004397887
2,359
2
E*TRADE FINL
17,349
3
M & T BANK CHECKING # 440426
8,389
4
MBNA AMERICA BANK CD # 40-959058-9
Interest accrued to 12/26/2005
55,773
14
5
REFUND - LONG TERM CARE INSURANCE
142
6
REFUND-COMB CROSSING
569
3W46AD 1.000
TOTAL (Also enter on line 5 RecaDitulationl $
(If more space is needed, insert additional sheets of the same size)
84,595
REV.1510 EX + (6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DAISY W. STRAYER
FILE NUMBER
21 05 00031
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.
DESCRIPllON OF PROPERlY
ITEM Il'O...l...O:TI-eI'W.1EOFnETRANSFEREE. TI-EIR RELATlONSHP TO DECEDENT Al'CJ DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBEf; TKO DATE OF TRANSFER. ATTI'CHACOPl' OF T>E DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF I'PPLICABLE) VALUE
1. GIFTS IN EXCESS OF $3000 PER
PERSON WITHIN ONE YEAR OF DEATH 20,500 100.0000 0 20,500
2 TIAA-CREF ANNUITY C8 10085-5 19,822 100.0000 0 19,822
TOTAL (Also enter on line 7, Recapitulation) $ 40 322
(If more space is needed, insert additional sheets of the same size)
3W46AF 1000
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DAISY W. STRAYER
ITEM
NUMBER
A.
B.
1.
FUNERAl EXPENSES:
CEMETERY OPENING
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
DESCRIPTION
Name of Personal Representative(s) SEE ATTACHED
Claimant
Street Address
City
Relationship of Claimant to Decedent
4.
Probate Fees
2
HOFFMAN ROTH FUNERAL HOME
Street Address
Social Security Number(s) I EIN Number of Personal Representative(s)
5.
Accountant's Fees
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
State
Zip
City
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
3W46AG 1.000
6. Tax Return Preparer's Fees
7.
1
ADMIN EXPENSE
2
PROPERTY MAINTAINENCE
3
REAL ESTATE TAXES
State
Zip
Total from continuation schedules ........
FILE NUMBER
21 05 00031
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
AMOUNT
1,000
7,602
20,000
410
2,000
246
1,593
554
15
33.420
Estate of: DAISY W. STRAYER
188-12-5460
Schedule H Part 7 (Page 2)
4
REGISTER OF WILLS
15
Total (Carry forward to main schedule)
15
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INt-ERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DAISY W. STRAYER
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21 05 00031
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1.
BOYER & RITTER
2 CREDIT CARD BALANCE
3 IRS
4 MEDICAL BILLS
5 PA DEPT OF REV
DESCRIPTION
VALUE AT DATE
OF DEATH
400
186
691
206
305
3W46AH 2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1.788
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DAISY W STRAYER
NUMBER
I
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
DEBORAH BLOCK
27 STRAYER DRIVE
CARLISLE, PA 17013
5% Residue: 34,780
2 JOHN MCKEEHAN
10 MEADOWVIEW DRIVE
NEW BLOOMVILLE, PA 17068
5% Residue: 34,780
3 MICHELLE PAXTON
35 BRIARWOOD LANE
CARLISLE, PA 17013
5% Residue: 34,780
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21 05 00031
AMOUNT OR SHARE
OF ESTATE
Granddaughter
Grandson
Granddaughter
34,780
34,780
34,780
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
3W46A11.000
TOTAL OF PART 11- 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)
$
o
Estate of: DAISY W. STRAYER
188-12-5460
Schedule J Part 1 (Page 2)
Item
No. Description
Relation
Amount
4 MARY SPANOS
23 E OAKWOOD DRIVE
CARLISLE, PA 17013-9384
5% Residue: 34,780
Granddaughter
34,780
5 CHARLES STRAYER
3468 TRINDLE ROAD
CAMP HILL, PA 17011
25% Residue: 173,901
Son
173,901
6 RICHARD STRAYER
POBOX 1060
DOYLESBURG, PA 17219-9999
25% Residue: 173,901
Son
173,901
7 ROBERT STRAYER
361 CRISWELL DRIVE
BOILING SPRINGS, PA 17007
25% Residue: 173,901
Son
173,901
8 LISA VACCARELLI
430 S CHESTER ROAD
SWARTHMORE, PA 19081-2202
5% Residue: 34,780
Granddaughter
34,780
.....y'ViIV"JI\'VV:.-......L'I' vr ""-CI\JI'\I;:J I LVf->.,I"If->.,
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDlJAL TAXES
DEPT. 280601
HARRISBURG, PA 1712B-0601
HtV-IIOL t^\ II-~b}
RI=CEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STRAYER ROBERT F
361 CRISWELL DRIVE
BOILING SPRINGS, PA 17007
.___U~_ fold
ESTATE INFORMATION: SSN: 188-12-5460
FILE NUMBER: 2106-0031
DECEDENT NAME: STRA YER DAISY WILSON
DA TE OF PAYMENT: 03/24/2006
OSTMARK DATE: 03/24/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 12/26/2005
NO. CD 006469
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $30,000.00
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TOTAL AMOUNT PAID:
REMARKS: ROBERT F STRAYER
CHECK# 315
SEAL
INITIALS: CM
RECEIVED BY:
TAXPAYER
$30,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Hooke,
lB
REAL TOR
Hooke & Eckman LLC
Realt:ors &
320 S. Hanover Str~ct · Carlisle, PA 17013
Plwm': 717-249.lk44
Fa:\: iTi,24'>.I,'"'22
March 2, 2006
Robert Strayer
361 Criswell Dr.
Boiling Springs, Pa 17007
RE: 28 Circle Dr
Mr. Strayer:
I recently viewed the property at 28 Circle Dr. After analyzing the value of comparable
properties that have sold recently and are located in the same general area, I feel that the
market value of that property is:
$149,900.00
If you have any further questions or concerns please feel free to contact me. Thank you
for your interest in my opinion.
Sincerely,
David W. Hooke
Principal/Realtor
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2/6/2006
Estate of Daisy W Strayer
c/o Robert & Richard Strayer Executors
361 Criswell Dr
Boiling Springs P A 17007
This document is to confirm two outstanding loans from Daisy W Strayer to R Ashley
Strayer.
Date of loan
10/25/2005
Amount
$30,000.00
12/27/2004
$31,000.00
These loans were made with the understanding that there would be no interest charged
therefore, the balance due on 12.26.2005 (data of death) was the amount loaned.
:?f??74~
R Ashley Strayer
409 Criswell Dr
Boiling Springs P A 17007
E+TRADE
FI NANC IAL~
E*TRADE Bank
P.O. Box 1542
Merrifield, VA 22116-1542
etradebank.com
March 10, 2006
Boyer & Ritter
POBox 668
Carlisle PA 17013
RE: Daisy W. Strayer, Deceased
Social Security No: 188-12-5460
To \"Xlhom It May Concern,
Thank you for your letter dated January 11, 2006. We would like to take this opportunity to provide
the date of death value for Daisy W Strayer (188-12-5460) as of December 26,2005.
Account No: Account Type Opening Date DOD Balance Interest Accrued
2004397887 MM 1/9/01 $2,359.39 $8.63
Titled: Daisy W. Strayer, Sole Owner
Please note, in order to close the above-mentioned accounts, we will require the following:
A signed letter of instructions from the Co-Executors of the estate of Daisy
Strayer.
Please forward to E*Trade Financial in the enclosed envelope.
E*Trade Financial is committed to providing quality customer service. Should you have any
questions, please contact me directly at 703-236-8124, 7:30am - 4:30pm, Monday thru Friday.
Sincerely,
jlf~l~
Nichelle Lucas
Deposit Operations Accounts Servicing
E*Trade Financial
/
E*TRADE
FINANCIAL"
March 3, 2006
Robert Strayer
361 Criswell Dr.
Boiling Springs, P A 17007
Dear Mr. Strayer,
Re: Estate of Daisy W. Strayer
We have received your request regarding the above referenced account holder and offer our
condolences in your loss. We would like to take this opportunity to provide you the date-of-
death value* for account 6627-7887 as of December 23,2005, as the markets were closed
December 26,2005. Enclosed are copies of the relevant statements for your records. A
separate letter will be provided by E*TRADE Bank for bank account 2004397887.
.This is not a tax document - data provided for informational purposes only
Quantity Ass~ ,~- 01) Opening Price Closing Price
( Cash)' L.. ,.. 17,348.58
264 AT &"': ~v~ (T) 24.56 24.63
1 Agere Systems Jnc (AGR) 13.39 13.55
2,587 Alcan Jnc (AL) 40.95 41.08
4,496 Alcoa Jnc (AA) 29.33 29.45
6 Avaya JnclA V) 10.80 10.79
57 Dow Chemical Co (DOW) 44.13 44.60
188 Ford Motor Co (F) 7.93 7.90
72 Lucent Technologies (LV) 2.76 1.75
120 M&T Bank Corp (MTB) 110.60 110.35
3,840 New Rubbermaid (NWL) 23.98 24.00
517 Novelis Jnc (NVL) 19.11 21.22
500 Orrstown Financial Services (ORRF) 35.05 35.05
72 Praxair Jnc (PX) 53.75 54.08
1,300 Rite Aid Jnc (RAD) 3.55 3.53
152 Verizon Communications (VZ) 30.70 30.48
14 Visteon Corp (VC) 6.71 6.92
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Please note, in order to transfer securities or change the account title, it is a requirement that
certain documents are received in order to process and update the accounts. Please complete
and provide the following document:
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Manufacturers and Traders Trust Company, PO. Box 220, Carlisle, PA 17013
January 17,2006
Robert and Richard Strayer
361 Criswell Dr.
Boiling Springs, P A 17007
Re: 188-12-5460
I am returning your letter with the information you requested. There was just one
checking account held with M&T Bank.
Account Titled: Daisy W Strayer
Account Established: 09/01/1967
Value at Death With Accrued Interest: 8,389.47
This account only accrued $7.08 in interest last year. This is not reported to the IRS
because it is under $10.
There is no safe deposit box with this M&T branch. I can not forward this information to
your accountant since you are the executors of the estate. You will have to forward this
information to Boyer and Ritter if you so choose.
Sincerely,
-~~ 5~~~,~
Brent S. Smith
Select Banker
One High Street
Carlisle, P A 17013
717-240-4512
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AMERICAfi1J
January 19,2006
Boyer & Ritter
P.O. Box 668
Carlisle,PA 17013
Subject: Estate of Daisy W. Strayer
Dear Sir or Madam:,
We recently received your request to provide the date-of-death balances for the below-referenced account.
The information requested is as follows:
Account Type of Account Date of Death Accrued Interest Account Registration
Number Balance as of Included in
December 26, 2005 Balance
409590589 Certificate of $55,787.17 $14.12 Daisy W. Strayer
Deposit
A 1099-INT form will be sent by January 31, 2006 showing all of the interest earned for 2005.
If you have any questions, please telephone me directly at 1-800-441-7048, extension 78949, Monday
through Friday 8 a.m. to 5 p.m. (Eastern time). If you prefer, you may write to P.O. Box 15103,
Wilmington, DE 19850-5103.
Zaneena Cowan
Deposit Services department
850-801
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FINANCIAL SERVICES
FOR THE GREATER GOOD~
www.tiaa-cref.org
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January 18, 2006
Robert Strayer
361 Criswell Drive
Boiling Spring P A 17007 - 9695
Re: TIAA No. Ending: *085-5
Dear Mr. Strayer:
We have received notification of the death of Daisy W. Strayer and you are listed
as the beneficiary of her TIAA-CREF fixed and/or variable annuity contracts,
The following lists the total TIAA"CREF retirement annuity accumulation for
which you have been named beneficiary as of the participant's date of death,
Value as of 12/26/2005
TIAA Traditional Account
TIAA-CREF Variable Accounts
TOTAL
$19,821.82
$0
$19,821.82
Please keep in mind that the Internal Revenue Service does have certain
regulations about the time period during which benefits must be paid (or a 50%
excise tax could apply).
We have enclosed the following information to help answer any questions you
may have:
· Single Sum Payment... At a Glance, which provides answers to
frequently asked questions about your payment including the availability
of having your proceeds placed in an interest bearing Proceeds Plus
Account.
· Prospectuses for the TIAA -CREF variable annuity accounts
· TIAA-CREF Quarterly Performance card
· After the Death of a Loved One, which describes the important steps you
may need to take after the death of a family member.
T1AA-CREF Individual & Institutional Services, LLC Member NASa, SIPC.
Headquarters: 730 Third Avenue, New York, New York 10017-3206 Tel: 212-490-9000
8500 Andrew Carnegie Blvd, Charlotte, NC 28262
Form REV-1500
Estate of Daisy Strayer
File # 21-06-0031
Schedule H B-1
Personal Representatives
Robert F Strayer
361 Criswell Dr.
Boiling Springs, P A 17007
Phone: (717) 448-2348
SS#: 206-32-1498
Richard W. Strayer
POBox 1060
Doylesburg, PAl 7219
(717) 349-7773
162-336-7906
Fee: $10,000
Paid in 2005
$10,000
Paid in 2005