HomeMy WebLinkAbout09-25-07 (2)
REV-l500 EX (8oOq
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I- OECEDENT'S NAME (LAST. FRST, AND MOOI.E INIlW.)
Z Stine, Mary K.
~ DATE a: DEATH (MM-DD-YEAR) DATE a: BIRTH (t.'M-DI)..YEAR)
~ 06-26-2007 07-11-1920
W (F APPI.JCABlE) SURVMNG SPOUSE'S NN.E {lAST, FRST, IH} MIXlLE H1TW.)
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o f. 0rigilS ReItm
o 4. liniIed EslaIe
o 6. DecednOledTesflU(AlachCOP'fDfWl)
o 9. UIigaIICI1 ProceecIs ReceMld
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o 7. Oecedert MaintaIned a LIvIng TRISt (AIIIcIt ClIpf atrn.o
o 10. SpcuaI Poverty Cnldil_1II dIIIII.....,U1... 11II1-1-851
OFFICIAL USE ONLY
FILE NUMBER
21.,.Q7-Q699
-- -- -----
CXll.NIY OOOE YEAR NMlER
SOCIALSECURrTY NUMBER
206-32-3860
1MS RETURN MUST BE RLED IN [UlLJCAlE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMIER
o 3. Remainder Rshm (dII8 III dIIIh pdarla 1~13-121
o 5. Federal EslaI8 TlIC ReIIIn ReqWed
_ a TdaI NImler II Safe Depos/IIlcDs
o 1f. SeclIcIllofarlllds'SIc. 911~(.\ItIcIISc:lr0)
:':'::::::1'EIIS:~C1'JON.OST,:BE'~~~.',:Atl;(~f:iON~~'~i)S(t.~.tfAX:'~AtIQN,:$fIOlJU):S::tlRJ;crm:to:,'::,:::::: :
NAME CQWlLETE ~ADDRESS
SAMUEL L. ANDES
FRM NAM: (/I AA*II*)
1. R8BI EsIaIe (Sc:hllcIUe A)
2. SIocb lIld BaIda (Sc:hllcIUe B)
3. CIoIeIyHeld Caplra/aI, PlrhnhIp rr ~
~. t.t.rtgsges & Nates ReceJvabIe (SdledUe 0)
5. Cash, Elri Depcds & IoI8ceIJInlcIIS PericrlaJ Property
(Schedlie E)
6. ~ Otmed Property (SdledUe F)
D. SepaIe_ Requested
7. kUr-'JJa TI'lIlSfers & MisceIIaneaus NcJHlroIae Property
(Sc:IledUe G (l'L)
8. TdaI GroIa Ass8lI (ldaI Liles 1 - 7)
9. FIIlnI EllpeIlI8I & AlInViIInIIIve Caets (SchedUe H)
10. DebJs 1lDecedert, a.btgage UabIIIes. & liens (SchedUe ~
11. ToIaI DedudIans (ldaIl.i1IlI9 & 10)
12. Net ""118 of EstaI8 (Li1e 8 millS line 11)
13. CIBiIabIe 8IIlI Gcwilll,",lllltlalllequeslslSec 9113Trusla fclrwl*:h 11\ eIeclkIltotaxhas Illll been
JlIlIIe (Schedule J)
14. Net ""118 Suiject to Tax (LIne 12 millS Lile 13)
TELEPHONE Nl..ltteER
717-761-5361
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P.O. BOX 168
LEMOY~E, PA 17043
(1)
(2) 9,306.54
(3)
(4)
(5) 13,938.50
(6)
(7)
(9) 12,419.93
(10) 347.05
SEE INS'IRUC'IK*S FClRAPPUCABLE RATES
15. Aman Illi1e 141allab1e slhlpQUSlll far
rate, (l'tnfers tIllIer See. 9116 (aX1.2)
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18. Aman II LiIe 141allab1e slli1elll rata
17.Aman dUne 141allab1e sl ~ rata
1a Aman II Li1e 14lallab1e sl c:dlalerall8l8
OFFICIAL USE ONLY
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(8) 23,245.04
(11) 12,766.98
(12) 10,478.06
(13) 0.00
(14) 10,478.06
X.o_ (1S)
x.a 45 (16) $471.51
X .12 (17)
X .15 (18)
(19) $471.51
:<::.:.'~<,;:; t~::,t:::'i:::":':'\::':f::<<'::;}/:\,:,;: }:,,:>,;:";;:~:.ii':8E:SURE ;rQ'ANSWER~U:;:QtJES:tIONS:,ON'~~,S1DE ANlitRECt:lEClUIATH:~:il;,:i'/:),:::::/:;",?:,:,::(): ;:::::::" , : ,:,;::':.':', ~
SlFPA420:21F.1
$10,478.06
19. Tax Due
Zl. 0 rCHE(:KHERE,:~YOO,:~::f$~Am;f,ONI):OE,'AN;~Y.jartl
Decedent's Complete Address:
STREET ADDRESS 313 West Meadow Drive
CITY Mechanicsburg I STATE PA I ZP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CleditsIPaymenfs
A. Spousal Poverty Credit
B. Prior payments
C. Discou1t
3. InterestlPenally if applicable
D. Interest
E. Penally
TotaIlnterestJPenaIly (D + E) (3)
4. If Une 2 is greEr'than Une 1 + Una 3, enter the difBence. TIis is the OVERPAYMENT.
Check box on Page 1 Una 20 to request a refund (4)
5. /tUne 1 + Une 31s we*'that Une 2. enterthecifference. This Is the TAX DUE (5)
A. Enter the Interest on the tax due. (SA)
B. Ertel' the total of line 5 + SA. ThIs is the BALANCE DUE (58) $471.51
Make Check Payable to: REGISTER OF WILLS, AGENT
(1) $471.51
Total Crelits (A + B + C) (2)
PlEASE ANSYlER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. ad decedent make atra1sfer and: Yes No
a retlintheuseorlncomeofthepropertytra1sfen'ed; ........................................ 0 ~
b. retlin the r\glt to designate who shaD use the property tra1sferred or its income; .. . . .. .. . .. .. .. .... 0 riSI
c. retain a f'8IIIISic:Jnay Interest; or ............................................ .. .. .. .. ... 0 IX!
"d. receive the promise for life of either paymfIts, benefits or en? ............................... 0 ~
2. If deaIh occt.II'8d after December 12. 1982, cid deCedent tFlllSfer property wittin one'/fB of deaIh
witholt~adequaeconslderalion? .... ............................... ....... ........ 0 Ig]
3. Old decedert O'M'I a1 '1n trust for" or payltie upon death balk llCCOlri CJ' sewity a his or her death? . . . .. 0 ~
4. Old decedeIt O'M'I an Individual RetIrement kw.rt, anity, or other non-probate property wIich
c:ontans a beneficilIy designation? ....................................................... 0 . IX!
IF TIE ANSWER TO AN{ OF TIE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE sctmI.E G NfJ FILE IT M PART OF nE RETlRf.
liIder pen8IIes d IllWP'II decln tIllll_lIIlII1iled tis reUn, h:lJdIra 8CCQI1~ schedliIs n slaIBrnerD. n 10 the best d rrrt krllM'Iedge 81d belief. 1 II he, amct II1lIIDJ1)Iele.
DecIlnlIlln d Pf8I)ini'..... pnnIlllJll1lIIIlIl6'Ils based CI1 afiilmallcx1 d which prepnr I8s lITf knc>>1edge.
~ !Y.1E 9-2.'1-07
ADDRESS 3 West Meadow Drive, Mechanicsburg, PA 17055
~_ATrIE
Samuel L. Andes, P.O. Box 168, Lemoyne, PA 17043
DATE
9-1..l.f -0,
FOr ciaieS of death 00 or after JUy 1, 1994 iIld beb'e JllI'IIBly 1, 1995, the tax rate imposed on the net value of transfers to CJ' for the use. of the SlIVivIrv spouse is 3%" "" "
[72 P.S. 59116 (a) (1.1) (i)}. "
For chtes of death on or after JiIIBY 1, 1995, the tax rate imDOSed on the net value of tnIlSfers to CJ' for the use ct the 8lIVivi1J Sl!!U8ls 0% [72 P.S. i9116 (8) (1.1) (u)).
The stabJle does not EIKEll1l~ a tra1sfer to a suviving spouse mm talc, iIld the statutory reqLinlrnerU for discIoslIe of assets IIid 1iIing a tax retun are sfiII applicable lMlIl
if the stnM1g spouse is rrit beneIicIary. .
For daes of death on or after JUy 1, 2000:
The tax nte imposed on the net v.iue of Ira1sfers from a deceased child twenty-one years rI age or yoonger at deah to or fi:lr the use of a nattnI panrl. at acIoptiva
parent, CJ' a sleppailllt ctthe child is 0% (72 P.S. fi9116(aX1.2)}.
Thetaxnte imposed on the net value of transfers to or for the useofthedecedent'sUneal benelicIaies Is 4.5%, a:ept as noted In 72 P.S. 59116(1.2) [72 P.S. 59116(a)(1)).
The tax rate imposed on the net value of transfers to CJ' for the use of the decedent's siblings is 12% [72 P.S. 59116(aX1.3)). A sibling Is defined, U'Ider SectIon 9102, as a1
indMdJa who has at least one pII'el1t In cammon with the decedent, whether by blood or lKIoptIon. "
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REV-1503 EX + (1-97) (I)
e<:IlMClNVEAlJH OF PENNSYUMIA
HfERITNICE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
fiLE NUMBER
Stine, Mary K.
21-07-0699
AD property JoInIIy-owned with the ri~ d IUlYlvCllShlp must _dISdOSed on Schedule F.
ITEM
. NUt.eER
.
DESCRIPTION
VAlUE AT DATE
OF DEATH
1.
200 shares of Cisco Systems stock at $27.21 per share
$5,442.00
80.39409 shares of WalMart Stores, Inc. stock at $48.07 per share
$3,864.54
NOTE: see attached statement from Edward Jones to confirm these figures.
TOTAL (Also enter on fine 2. RecapitUI6ln) $ 9,306.54
Of more space is needed, insert addtionaI sheets of the sane size)
InFPM2lIZ1F.4
REV-1508 EX + (1-97) (I)
CCMIONWEAL1H (F PENNSYl.IMA
INHERITANCETAX RElURH
RESlJEHTDECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Stine, Mary K.
FILE NUMBER
21-07-0699
R:kIde the proceeds rllligalkrlll1lllhe dale the proceeds wn received by the estate. All pI'OIBty JoInIIy-<JWlllld with the ~ rlllIVIVOIIIhIp nut be dscIosed CIII Schade F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Savings account No. 574108486 with Sovereign Bank (see statement attached)
$1,509.79
2.
M&T Bank checking account No. 82059292 (see statement attached)
$3,108.90
3.
Time deposit account with M&T Bank, account No. 031003915188279 (see
statement attached)
$8,319.81
4.
Miscellaneous items of personal property including a 12-year old fur coat, some
costume jewelry, and a few items of bedroom furniture
$1,000.00
TOTAL (Also erter on line 5, RecapIbJr&n) $ 13,938.50
Of more &pea Is needed, insert addiIIona sheela of the 811'118 size)
STFPAGlI21F.9
REV-1511 EX + (1-97) (I)
CCMtOtMEALTH OF PENIlS'tIWM
NlERIW<<:ETAX RET\RI
RESIIEHl" IlEC8lENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
ALE NUMBER
Stine, Mary K.
21-07-0699
DebIa of dICIdent JIIUIt be I1lpCIIt8d on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. $6,599.00
Myers Funeral Home
Rolling Green Cernetary (name plate and headstone) $221.00
Food expense for funeral reception $265.25
B. ADMINISTRATIVE COSTS:
1. PerIlIl8I Reprise llallve's Cor. I. isskI IS
NIIne rI PerIlIl8I RepreserUtive(s)
SocI8I SecuiIy rtmber{s) I ~ tUnber rI PnnII Rap """,Iatiw(s)
SIreeI Adchss
Cily SlaIe Zip
Year(s) CormissIcrI PaId: .
2. NtI:trwrt Fees SAMUEL L. ANDES $1,500.00
3. FlI1'IIy Ex8nplicIt (I decedelts address is /lllt the same. cIlirnlrfs, IIIach expInlIcrl)
CIaimIrt Margaret S. Marchi
SlnlelAddress 313 West Meadow Drive $3,500.00
cay Mechanicsburg SlaIe PA Zip 17055
ReIatkr1shIp rI CIaimIrt to DecedeIt Daughter
4. f'nlbgaFees Register of Wills. $125.00
5. Aclxllriri's Fees
6. raxReim Prlpnr's F_
7.
The Sentinel (advertising) $134.68
Cumberland'Law Journal (advertising) $75.00
TOTAL (Also Iris' on Une 9, Recapitulation) $ 12,419.93.
, (If more space Is needed, insert lKkitionaI sheets ct the sane size)
RWPAA2ll21F.12
REV-1512 EX + (1..e7) (I)
C<>>.tMOtMEALll OF PENNS'tl.WM
I/IIERI'I'Ata TAX RETURN
RESIEHT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABlUTIES, & UENS
ESTATE OF
Stine, Mary K.
FILE NUMBER
21-07-0699
Include lIInlImblned mecIc:aI- -
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
2.
Quantum Imaging (medical services)
West Shore EMS (ambulance service)
$9.47
$62.47
3.
Green Ridge Village (final statement)
$62.64
4.
eit/card (credit card - final bill)
$62.13
5. .
ExxonMobil (credit card - final bill)
$38.00
6.
Verizon (telephone bill)
$19.97
7.
State Employees Retirement System (refund of overpayment)
$92.37
. .
lZTCD~1"'.13
TOTAl. (Also erter on One 10, RecapitUation) $ 347.05
Qf more space is needed, Insert a:kitIon8 sheets ct the SlIl18 size)
REV-1513 EX + (9-00)
C<Iott1ON't\EW' OF PENNSYUMIA
ItfERI'W<<:E we RETURN
RESIDENT DECEDENT
SCHEDULE J
BENERCIARIES
21-07-0699
ESTATE OF
Stine, Mary K.
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AN) ADDRESS OF PERSON(S) RECEMNG PROPERlY Do Not list Trustee(s) OF ESTATE
1 TAXABLE DISTRIBUTIONS pnclude outrIgtt spousal mstriIJutioos, lI1d tICI1Sfers
IJ1der Sec. 9116 (a) (1.2)]
1. Margaret S. Marchi Daughter 100%
313 West Meadow Drive
Mechanicsburg, P A, 17055
ENTER DOlLAR AMOUNTS FOR DISTRIBUTIONS SHOVlIN N3!:NE ON UNES 15lliROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET
n. NON- TAXABlE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX ISNOTB8NGMADE
1.
none
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. none
TOTAL OF PART n - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON UNE 13 OF REV.1500 COVER SHEET $ 0.00
Ofmore space Is needed, insert addIUonaI sheets of the same size)
STFPA42021F.14
67/66/2667 68:49
8883468687
EDWARD JONES
PAGE 61/61
4227 Ehnaton Avenue
Harrisburg, PA 17109
717-$41-5474
www.edwardjones.com
Jeffrey L Hoachlander
Financial Advisor
Edward Jones
July 6, 2007
Samuel L. Andes
Attorney at Law
PO Box 168
Lemoyne. PA 17043-0168
Dear Mr. Andes:
Per your request. I am writing to provide valuation for the following securities belonging to Mary K. Stine. now
deceased.
Description
Cash Interest
Total Value
SO.02
Qty
200
80.39409
Description
Cisco Systems
WalMart Stores
Inc.
Cusip or Symbol
CSCO
WMT
Value per Item
$27.21
$48.07
Total Value
$5.442.00
$3.864.54
The values listed are as of June 26, 2007, the day that Mary K. Stine passed away. The values were obtained
from an outside historical pricing service and while we believe.that they are reliable. we do not guarantee their
accuracy. Please let us know if you need any other information or assistance.
Sincr!~.
I.' f.
{.! aft""--
,
Vickie Snyder
Senior Branch Office Administrator
. Sovereign Bank
STATEMENT OF ACCOUNTS
page 3 of3
574108486
MAY.26-JUN.28,2007
1 OF 3
00
o 06117M NH 117
731
MARY K STI NE
313. W MEADOW DR
MECHANICSBURG PA 17055-5157
I................
:::.:-:>:~.:>}:;::::...'.'...-.
...:. .:. :.::.:.:<-::::: ::-:::::<<<'\\::~SE:t~E:C:TEjD::}A:CjC:o(tftfTH :SU:Mjt1jAjR);//::':
........................
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........................
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. . . . . . . . . .. ............
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ACCOUNT
TYPE
ACCOUNT
NUMBER
INTEREST EARNED
YEAR-TO-DATE
MATURITY
DATE
ENDING
BALANCE
CLASSIC CHECKING
REGULAR TIHE DEPOSIT
000000082059292
031003915188279
0.00
156.69
06-06-08
3,108.90
8,319.8111
TOTAL DEPOSITS
11,428.71
II INTEREST EARNED IS INCLUDED IN YOUR TIME DEPOSIT ENDING BALANCE
ONLY IF IT HAS BEEN PAID TO YOUR ACCOUNT.
CLASSIC CHECKING
IACCOUHr"'1 MARY K STINE
''',.n'TLE',..
ACCOUNT NO.
82059292
HECHANICSBURG
:<:'~~LAMeE.":<:: . . : .........D .... : : . . :.:':.::~.WJ1~t.<::':: . . 'CURRtiffJ. . . . . . .......>~~.........
. . : . . . . . "............. ,. ...... ...-.... ........
: : : . . :::::::: ..........,./::::::::::
. . OTHER:BDrt:t&';:.< :..:.tH~.'finD," : : '.'IHTEREST:',:PD ......hJltiMC~:.)<<.
NO . I AHOUNT NO I AHOUNT NO . I AttOUNT
2 , 177 . 38 31 2, 108 . 80 7\ 864 . 00 3 I 313 . 28 0 00 3 , 1 08 . 90
ACCOUNT SUMMARY
,"POSTIHQ.< ......
....i)Afe>>. ..
ACCOUNT
:tot.........;:.....::.:.
05~26-07 BEGINNING BALANCE
05-29-07 CHECK NUtlBER 3812
05-29-07 CHECK NUtlBER 3811
05-31-07 PA TREASURY DEPT ANNUITANT
05-31-07 PA TREASURY DEPT ANNUITANT
06-01-07 US TREASURY 303 SOt SEC
06-05-07 CHECK NUtlBER 3813
06-12-07 CHECK NUtlBER 3817
06-12-07 CITICARD PAYMENT CHECK PYNT
06-12-07 VZ WIRELESS ARC ARC
06-12-07 EXXON MOBIL CHECK PYMT
06-13-07 CHECK NUHBER3818
$2,177.38
14.00
7.00
2,156.38
438.40
254.40
1,416.00
000000000003815
000000000003816
000000000003814
20.00
260.00
179.00
98.27
36.01
28.00
2,849.18
4,265.18
4,245.18
3,671.90
3,643.90
MAY.26-JUN.28,2007
2 OF 3
MARY K STINE
ACCOUNT ACTIVITY
,:POSTING: ..................................................-...... : : :1)~POS1T~~MIUt~T:, ...f:~~~&~~~: . ...... ....... ...DAILY. ........ ... .
. .. ..... -...... ...,., ....
.... ................,.........................'........
. ,,-,.. --..... -....... ,..... ..-.- ...
:::::DATI:::::< : : : : : : :.:" 'TRANSAC'l'IOHDESCR1P'l'ION> : &'.:OTHER:,ADiittlONS: ::.::aAUNtIt...:.::.: :.:.'
06- 18- 07 CHECK NUttBER 3820 335 0 0 3 , 308 . 90
06- 19- 07 CHECK NUltBER 3819 20 0 0 0 3 , 108 . 90
ENDING BALANCE $3 , 1 08 90
1:::>< :':: :..... .
.' .- - -.... ..., . . -, .-" ,- ....... . .. ....
. . . .. .........................,...........,...................................................
.... ...... :<>:>:CHEtK$~A.tO$.Ut1mRY<::..
... ......................... .....'....... .-... -.-..............'........-.-......'.....-.....
....."..._".., ., .
. . . . . . - . . . . . .. .........
....1
...
3811 05-29-07
3817. 06-12-07
3820 06-18- 07
7.00
260.00
335.00
3812 05-29-07
3818 06-13-07
14.00
28.00
3813 06-05-07
3819 06-19-07
20.00
200.00
SIGN UP FOR ELECTRONIC STATEMENT DELIVERY TODAY! YOU CAN REDUCE THE RISK OF
LOST OR STOLEN STATEHENTS AND VIEW, PRINT AND SAVE 24-MONTHS OF STATEMENTS RIGHT
TO YOUR Coe.PUTER. TO SIGN UP FOR ELECTRONIC STATEMENT DELIVERY, SIGN ON TO WEB
BANKING AND CLICK ON THE "SIGN UP FOR ELECTRONIC STATEHENT DELIVERY" LINK ON THE
CUSToe.ER SERVICE PAGE. NOT ENROLLED IN WEB BANKING, VISIT WW.MTB.Coe. AND
CLICK ON "WEB BANKING" IN THE LOG ON NOW DROP-DOWN MENU.
REGULAR TIME DEPOSIT
I:~::I MARY K STINE
CURRENT INTEREST RATE
MECHANICSBURG
ACCOUNT NO. 31003915188279
MATURITY DATE 06-06-08
3.6801.
'::I>>A't'ir
...
:::::~~:~:~:~:~~~:~:::::~::~:::;::::::::::~::t..MSActIGN:::tJfSCRt~t;t,*:::
...........................
..................... ....
. .......................
05-26-07 BEGINNING BALANCE
06-06-07 INTERESt PAYMENT GENERATED
06-06-07 .RENEWED AT 3.681., MATURES ON 06/06/08
$8,292.16
27.65
8,319.81
8,319.81
ENDING BALANCE
.8,319.81
.. ENDOFSTATE"ENT ..
DM&fBank
000000082059292
:.:.:
::::..::::::::::::
3 OF 3
.... :::
I'.::::::.
.......
MARY It. .,.11'0 ....
S1J W. WIADOW Cl'IVI
~"G.I"'J\I7M
~y Ie.. STINE ...
:1111 Vt. ~CRHI"
"'~I'WWC-I&uAG. "'" 1:JO&l
~.. 3812
....S-.J..'i-O?
~ J s ,Jf. Htro
IIX.) -
DOLlAU & 1EP..-=
~" 3811
OAn ..s--~ ~ - 0 '1
~~~~ ?OJ .~s? trDj~
I v-U =-- =.... tlI ~
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~~ Jl/. _ ~qK ~:_ ..
~O~ &l05~~ql~~a" '0000000100'
... "'..... C- (is
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r!1MalI'Bank
~--
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IH05HH;; a. ~ ..000000 '''00,'
Check *3811 paid :05/29/2007
7.00
Check *3812 Paid :05/29/2007
14.00
rO".O.....D. --
~~,un~~; i ~':-'-L" ..... 3113
ntt'l.l~LCOf"f.' 'I -~'~..
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..':'I~":....~.c,:I:~ ....
111 :aIR$. '. . 0.:....-- ~ ~.:,. ~ ..;P' :
21 ~/'-: '--'--'"u II-=-
~~ ..~
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-:C1BSQil'''IS'!it;
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Check *3819 Paid :06/19/2007
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Mechanics burg
June 22, 2007
4843
MARY K STINE
313 W MEADOW DR
MECHANICSBURG PA 17055-5157
Re: CD Account Renewal Confirmation
Dear Mary K Stine,
Thank you for renewing your CD account with M&T Bank. Please review the following
information regarding your account:
Account Number:
Current Account Balance:
Renewal Date:
Maturity Date:
Term:
Interest Rate:
Annual Percentage Yield:
Daily Percentage Rate:
31003915188279
$ 8,319.81
06/06/07
06/06/08
12 Months
3.680 %
3.75 0/0
0.01008 %
(NOTE: This letter is issued 10 days after the renewal date. The current account balance
reflects any activity during that 10-day period, including any deposits, withdrawals, and
interest paid.)
On the next maturity date, we'll automatically renew your account for a similar time
period, unless you advise us otherwise prior to that date.
If you have any questions regarding your account, please call the M&T Telephone Banking
Center at 716-626-1900 or 1-800-724-2440.
Thank you for banking with M&T Bank.
Sincerely,
I.u'c.hele Cole -Hec.:tolt
Michele Cole- Hector
Customer Service Manager
CONREN RNRCSl
SAMUEL L. ANDES
ATTORNEY AT LAW
525 NORTH TWELFTH STREET
P. O. BOX 168
MAILING ADDRESS:
LEMOYNE. PENNSYLVANIA 17043
P. O. BOX 166
LEHOYNE. PA 17043-0166
E - HAIL: LAwAndes@a.ol.com
24 September 2007
Register of Wills Office
Cumberland County Court House
1 Courthouse Square
Carlisle, P A 17013
RE: Estate of Mary K. Stine
21-07-0699
Ladies and Gentlemen:
TELEPHONE
(717) 761-5361
FAX
(717) 761-1435
Enclosed for filing please find the original and one copy of the Pennsylvania
inheritance tax return for the above estate. I also enclose a check to pay the tax due plus a
check for the filing fee of$15.00.
If you need anything else, please let me know.
Sincerely,
5~L-Av~4
Samuel L. Andes
Ie
Enclosure
cc:
Mrs. Margaret S. Marchi
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