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15056041125
REV-1500 EX (06-05)
PA Department of Revenue '*
~~~~;~~~~~~ual Taxes .. INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
207
o 5 0 4
Date of Birth
088019216
051
2 0 0 7
1 129 1 9 1 2
Decedent's Last Name
Suffix
Decedent's First Name
MI
Yeager
s usa n
A
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
[XJ 1. Original Return
o 4. Limited Estate
[XJ
o
2. Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
o
o
o
8. Total Number of Safe Deposit Boxes
o a v
d
H
S ton e ,
Esqui re
717 774 743 5
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
St 0 n e
LaFaver
She k let ski
First line of address
4 1 4
B
d g e
S t r e e t
Second line of address
City or Post Office
State
ZIP Code
DATE FILED
New
Cumberl and
P A
17070
Correspondent's e-mail address:dstone@2stonelaw.net
Under pen allies of pe~ury, 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, t and complete. eclaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
N SPONSIBLE FOR FILING RETURN DATE
L'1.-1.______ ;;J - U - u r
New Cumberland
PA 17070
THAN REPRESENTATIVE
DATE
-- y u~)
New Cumberland
PLEASE USE ORIGINAL FORM ONLY
PA 17070
Side 1
L
15056041125
15056041125
---1
---I
15056042126
REV-1500 EX
Decedent's Name: Susan A. YeaQer
RECAPITULATION
1. Real estate (Schedule A)
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. 1.
2. Stocks and Bonds (Schedule B)
.................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D)
........................ 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Njm;Probate Property
(Schedule G) U Separate Billing Requested . . . . . .. 7.
8. Total Gross Assets (total Lines 1-7)
........................... 8.
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)
. . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)
. . . . . . . . . . . . . . . . . . 14.
247063.77
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.O _ 0 . 0 0
16. Amount of Line 14 taxable
at lineal rate X .042- 2 4 7 0 6 3 . 7 7
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0
15.
16.
17.
18.
19. Tax Due
. . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042126
Decedent's Social Security Number
08801
9 2 1 6
3500.00
5.
289858.88
4 6 1 . 4 2
2 9 7 9 7 o . 3 0
4 8 4 6 o . 6 9
2 4 4 5 . 8 4
5 0 9 0 6 . 5 3
2 4 7 0 6 3 . 7 7
1
o . 0 0
7 . 8 7
1
o . 0 0
o . 0 0
7 . 8 7
llil
15056042126
---I
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Susan A. Yeager
STREET ADDRESS
513 Poplar Avenue
File Number
21 07 0504
CITY
New Cumberland
STATE
PA
ZIP
17070-
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
11 ,117 .87
11,000.00
555.89
Total Credits (A + B + C ) (2)
11,555.89
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in avalon Page 2, 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)
0.00
438.02
0.00
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
0.00
Make Check Payable 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: Yes No
a. retain the use or income of the property transferred; ...................................................................... D !Xl
b. retain the right to designate who shall use the property transferred or its income; ............................... D !Xl
c. retain a reversionary interest; or ................................................................................................ D !Xl
d. receive the promise for life of either payments, benefits or care? ....................................................... D !Xl
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............. ............... ..... ............ .......................................... D [X]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D !Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ......... ................... ..... ............. ..... ....................................... ........ !Xl 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.
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 three (3) percent [72 PS. S9116 (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 zero (0) percent
[72 PS. S9116 (a) (1.1) (ii)]. 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 zero (0) percent [72 P.S. s9116(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 four and one-half (4.5) percent, except as noted in
72 PS. S9116(1.2) [72 P.S. S9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. S9116(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-1503 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Susan A. Yeaqer
FILE NUMBER
21 07 0504
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
500.00
$500 Series HH US Savings Bond
No. D6070610HH dtd Sept. 2002
2
3 $1000 Series HH US Savings Bonds
No. M8650239 thru M8650241 HH dated Sept. 2002
3,000.00
TOTAL (Also enter on line 2, Recapitulation) $
3,500.00
(If more space IS needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Susan A. Yeager
FILE NUMBER
21 07 0504
Include the proceeds of litigation and the dale the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2
3
4
5
6
7
8
9
10
11
12
13
DESCRIPTION
Integrity Bank-Savings Acct. #0401008397
VALUE AT DATE
OF DEATH
31,350.41
New Cumberland Federal Credit Union-Savings Acet.
#77057 Prine. $1.855.57, Int. $5.49
1,855.57
PNC Bank-Cert of Deposit #31700253849
Prine. $90,006.70, Int. $144.71
90,006.70
PNC Bank-Cert of Deposit #31700253849 - Accrued Interest
144.71
PNC Bank-Cert of Deposit #31700259812
Prine. $56,492.99, Int. $168.37
56,492.99
PNC Bank-Cert of Deposit #31700259812 - Accrued Interest
168.37
PNC Bank-Cert of Deposit #31900259358
Prine. $44,967.87, Int. $159.54
44,967.87
PNC Bank-Cert of Deposit #31900259358 - Accrued Interest
159.54
PNC Bank-Checking Acct. #5003155561
Prine. $15,610.08, Int. $5.65
15,610.08
PNC Bank-Checking Acct. #5003155561 - Accrued Interest
5.65
PNC Bank-Savings Acct. #5002060632
328.17
PNC Investments Aect #83679747 Money Market
29,833.82
Sovereign Bank-Checking Acct. #0771040873
18,935.00
TOTAL (Also enter on line 5. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
289,858.88
REV-1510 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
FILE NUMBER
21 07 0504
ESTATE OF
Susan A. Yeager
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 OECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE Of TRANSFER. ATTACH ACQPY Of THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 PNC Bank-Cert of Deposit 31600303534 7,611.42 100. 3.000.00 4,611.42
Joint 9/28/06 w/Claire Y. Terrill Prine.
$7,595.11, Int. $16.31 w/in one year 100% taxable
TOTAL (Also enter online 7 Recapitulation) $ 4,611.42
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Susan A. Yeaqer
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
FUNERAL EXPENSES:
Parthemore Funeral Home-funeral expenses
Weis-food for funeral dinner
6 pallbearers @ $50 each
Catholic Cemeteries-grave opening
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Claire Terrill
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 24 Ardmore Circle
City New Cumberland
Year(s) Commission Paid: 2007
State PA
1.
2.
3.
Attorney Fees David H. Stone, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
Relationship of Claimant to Decedent
4.
Probate Fees Register of Wills, Cumberland County
5.
Accountant's Fees
6.
Tax Return Preparer's Fees
7.
2
3
4
5
Cumberland Law Journal-advertising grant of letters
Checks written by decedent & cleared after death
The Patriot News Co.-advertising grant of letters
Register of Wills-filing Inh. Tax Return and Inventory
Reserve for closing expenses
FILE NUMBER
21 07 0504
AMOUNT
9,357.32
182.00
300.00
800.00
15,000.00
Zip 17070
14,668.00
Zip
368.00
75.00
7,445.91
134.46
30.00
100.00
(If more space is needed, insert additional sheets of the same size)
TOTAL (Also enter on line 9, Recapitulation) $
48,460.69
REV-1512 EX + (12-03)
'*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Susan A. Yeager
FILE NUMBER
21 07 0504
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
Alert Pharmacy-medication
21.85
2
Messiah Village-personal care
2,423.99
TOTAL (Also enter on line 10, Recapitulation) $
2,445.84
(If more space IS needed, insert additional sheets of the same size)
,,,.n""."_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SAY
SCHEDULE J
BENEFICIARIES
usan eaqer 4
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Claire Terrill Lineal 82,354.59
24 Ardmore Circle
New Cumberland PA 17070-
2. Joan K. Ditmer Lineal 82,354.59
175 Lewisberry Road
Mechanicsburg, PA 17050
3. Vivian S. Marshall Lineal 82,354.59
166 Stoney Run Road
Dillsburg, PA 17019
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 1I- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
FILE NUMBER
21 07 050
(If more space IS needed, Insert additional sheets of the same size)
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... OUQIlIlUXD. PA 17070.
v__,''''''~
LAST WILL AND TESTAMENT
OF
SUSAN A. YEAGER
=, SUSAN A. YEAGER, of the Borough of New Cumberland, Cumberland
County, Pennsylvania, declare this to be my last will and revoke any
will previously made by me.
ITEM I:
I devise and bequeath all of my estate of every nature
and wherever situate in equal shares to my children, CLAIRE TERRILL,
JOfu~ K. DITMER, and VIVIAN S. MARSHALL, if they survive me.
ITEM II: Should any of my above named children predecease me, I
devise and bequeath the share of such child to her issue, per stirpes;
and should any such child of mine leave no such issue living at the
time of my death, I devise and bequeath the share of such child to my
issue, per stirpes, living at the time of my death.
ITEM III: I appoint my daughter, CLAIRE TERRILL, Executrlx of
this my last will, and if she fails to qualify or ceases to act for
any reason, I appoint my daughter, JOk~ K. DITMER, my Executrix ~n ~er
pla':::E:.
ij
L
Ii
II
I
!I
II
II
II
1I
F3.ge ::. c: -l
ITEM IV: No fiduciary acting hereunder shall be required to post
bend or enter security for the faithful performance of his/her duties
in any jurisdiction.
IN WITNESS WHEREOF, I, SUSAN A. YEAGER, have hereunto set my hand
and seal this -::3"'r J. day of
c-'
I. \ .
~ c_c Q<': eltA-{.i-€'L
, 1999.
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SUSAN A. YEAGER c'"
SIGNED, SEALED, PUBLISHED and DECLARED by SUSAN A. YEAGER, the
Testatrix above named, as and for her Last Will and Testament, and in
the presence of us, who at her request, in her presence and in the
presence ~ach other, ha~e subscribed our names as witnesses.
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Witn~s I Address
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Witness
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Address
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Pa'3e 2 of 4
CC'::'1J:JvlEALTH CF PENrJSYL\lANIA:
SS:
COl~TY OF CUMBERLM1D
I, SUSAlJ A. YEAGER, the Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
"
/
--/
/1.
SUSAN A. YEAGER
Sworn to or affirmed to and acknowledged before me by SUSAN A.
YEAGER, the Testatrix this
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j I "J ))[/:. ;
, 1999.
day of
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cC>::>:J~J'imALTH OF PEN~SYLVANIA
SS:
COUNTY OF CU:>:BERLAND
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the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testat~ix signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testator signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
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Witness
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under no constraint or undue influence.
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Sworn to or affir~ed to and acknowledged before me by
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and
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wi tr:esses I this ,.}A day of
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1999.
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~tegrity
~ BANK
June 14, 2007
Stone LaFaver & Shekletski
414 Bridge Street
P.O. Box E
New Cumberland, P A 17070
Dear Mr. David Stone,
As per your request on May 24, 2007 for the Estate of Susan A. Yeager the Date of
Death balance for her Privileged Savings account as of May 11,2007 was $31,350.41.
The account number was 0401008397 and was opened on August 31, 2004. Claire Y.
Terrill was the Power of Attorney only and not a secondary owner. This Privileged
Savings account was the only account held at Integrity Bank.
If you should have any questions, please feel free to contact me at (717) 920-4900
extension 230.
Sincerely,
Barbara L. Tome
Senior Customer Service Representative
i3~ 5 .Ir"ket Stret'!.
j!t!!. ['i }";'// . Phone. 1/1.92C.pJOC . SII.ln\ lEfT' Fax: ?J1.92C.PIC~ .
NCFCU
New Cumberland Federal Credit Union
Your Community Credit Union
P.O. Box 658, New Cumberland, PA 17070-0658
Phone: (717) 774-7706. 1-800-716-2328. Fax: (717) 774-7996. Web: www.ncfcuonline.org
June 5, 2007
Stone LaFaver & Shekletski
Attorneys At Law
414 Bridge Street
P.O. Box E
New Cumberland, PA 17070
Attn: David H. Stone
RE: Estate of Susan A. Yeager
Dear Mr. Stone:
Pursuant to your letter dated May 24, 2007, in regards to Estate of Susan A.
Yeager the information is as follows:
Account Number:
Owner( s) on Account:
Date acct opened:
Date of Death Balances:
Dividends as of 5/31/07:
77057
Susan A. Yeager
11/01/1999
S 1 (Savings)
$1,855.57
$ 5.49
If you need anything additional, please let me know directly at 774-7706 x 216
Sincerely,
&J~J lUt~J:J-
Barbra J. WJht 0 .
Branch Manager
.
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VANGUARD DIRECT/HERITAGE DIV (610} 344-0700
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o PNCBAN<
]\IIle 11, 2007
David R Stone
414 Brideg Street
P.O. Box E
New Cumberland, P A 17070
RE: Estate of Susan A. Yeager, deceased
SSN: 088-01-9216
DOD: 5/11/2007
Dear Mr. Stone:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificates of Deposit
Account #31700253849
Established 02/01/2005
SUSAN A YEAGER
DOD balance: 590,006.70 + $144.71 accrued interest
Account #31800259358
Established 04/18/2005
SUSAN A YEAGER
DOD balance: $44,967.87 + $159.54 accrued interest
Account #31700259812
Established 04/22/2005
SUSAN A YEAGER
DOD balance: $56,492.99 + $168.37 accrued interest
Account #31600303534
Established 09/28/2006
SUSAN A YEAGER
CLAIRE Y TERRILL
DOD balance: $7,595.11 + $16.31 accrued interest
Checking Account
Account #5003155561
Established 02/0212000
SUSAN A YEAGER
DOD balance: $15,610.08 + $5.65 accrued interest
Page 1 of2
"""'T..'- tu,-", -..,J"""'T..J'-"
I .U.c.
Savings Account
Account #5002060632
Established 11109/1998
SUSAN A YEAGER
DOD balance: $328.17 + $0.00 accrued interest
The decedent maintained Investment Account (!NV #83679747). For further information,
you may contact the Brokerage Department at 1-800-762-6111.
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC~BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
@1~~
Rachelle Wells
1-800-762-1775
P7-PFSC..o4~F
500 first Ave.
Pittsburgh PA 15219
Page 2 of2
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* Sovereign Bank
Success is (;v1JftdenaJ.\ff] can Jx$ JQf.lf!I t~n.nl
Court Ordered Processing / MA 1 MB3 02-10
P.O. Box 841005
Boston, MA 02284
June 1,2007
Stone LaFaver & Shekletski
Attorneys at Law
P.O. Box E
New Cumberland, PA 17070
RE: Estate of: Susan A. Yeager
Date of Death: May 11, 2007
Dear Mr. Stone:
Per your request, enclosed please find the account information as of date of death for the
above-named decedent. Please note the balances do not include accrued interest.
If you should have any further questions, please do not hesitate to call.
Very truly yours,
,,/ - /) (
;~j]Q G"-(t~--
i
Linda Spavento
T earn Leader
Court Order Processing
(617) 533-1789
(617) 533-1931-fax
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Susan A. Yeager
088-01-9216
May 11,2007
Account #: 0771040873 Type:
In the name of: Susan A Yeager
Date of Death Balance:
Int.(YTD) from 1/1/2007 to
Accrued interest to date of death:
Other Info:
Checking
Open date: 11/1 0/1986
$18,935.00
5/4/2007
$0.00
$32.77
Account #: 0775321284 Type:
In the name of: Susan A Yeager or Claire Y Terrill
Date of Death Balance:
Int.(YTD) from 1/1/2007 to
Accrued interest to date of death:
Other Info: closed 3/7/07 for $ 29,627.48
CD
Open date: 1/4/2002
$0.00
3/7/2007
$0.00
$128.47
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