HomeMy WebLinkAbout03-31-08 (4)
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EXHIBIT C
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J~N-16-2008 11:06
Fie Pro~r<llT1s InQUFy Screens
P~ STATE B~NK
717 541 0570
P.05/08
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JAN-15-2008 11:05
PA STATE BANK
717 541 0570
P.05/08
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JAN-16-2008 11:06
,. lie I"'r<:lQrams Jr IqUlry:Jcroens
PA STATE BANK
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717 541 0570
P.07/08
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JAN-16-2008 11:07
PA STATE BANK
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717 541 0570 P.08/08
TOTAL P. 08
. Sovereign Btm
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Court Ordered Processing \ Decedents - MAI-MB3-02-10 - P. O. Box 841005 - Boston, MA 02284
January 24, 2008
Linda M. Eshelman
McNees Wallace & Nurick, LLP
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
RE: Estate of J. Wayne Tisdale
Date of Death: 12/30/07
Dear Linda M. Eshelman:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
v~ truly yours,' _
~04~~
Laurie DiGiand~enico
Team Leader
617-533-1789
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Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
J. Wayne Tisdale
432-03-9829
December 30, 2007
Account #: 0465103174 Type: CD
In the name of: J. Wayne Tisdale (Jennifer 1. Greene POA)
Date of Death Balance: $23,000.00
Int.(YTD) from 1/1/2007 to 11/30/2007
Accrued interest to date of death: $72.08
Other Info:
Open date:
5/4/2000
$776.63
Page 1 of 1
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MID PENN BANK
Making things happen for you.
February 1, 2008
McNees, Wallace & Nurick LLC
PO Box 1166
Harrisburg, PAl 71 08-1166
Re: Estate of J. Wayne Tisdale
SSN: 432':'03-9829
Date of Death: December 30, 2007
If you need any additional information, please call me at 717-692-7163.
Dear Ms. Eshelman:
In response to your recent letter requesting information on the accounts of J. Wayne
Tisdale, I have researched our files and enclosed the necessary data:
Account #: 306070675 - Certificate of Deposit
Date Opened: 5/9/1995
Maturity Date: 1/9/2011
Account Name: J. Wayne Tisdale
Balance DOD: $5,000.00
Balance Accrued Interest DOD: $28.92
Interest Earned Calendar Year to DOD: $196.95
Current Interest Rate: 4.06%
Joint Ownership Name: N/A
Sincerely,
~j))~ ~
J esJca Kerwin
Deposit Processing Supervisor
Member FDIC
Corporate Headquarters: 349 Union Street, Millersburg, PA 17061 · (717) 692-2133 · www.midpennbank.coJ
~/2008 11:24 AM
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lVAcHOVIA
Referellce ID: 2306104
WachoviaBank N.A.
Balance Confirmation Services
POBox 40028
Roanoke, V A 24022-7313
January 23,2008
MCNEES WALLACE & NURICK
ATTN: UNDA M ESHELMAN
POBOX 1166
100 PINE STREET
HARlUSBURG, PA 17108-1166
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
Customer: J WAYNE TISDALE (SSN# XXX- XX-9829)
Date of Death: December 30, 2007
AcCOUllt
Type
Deposit Account Information
ACCOUllt
Number
Date of Death
Baluce
A yerage
Bal&llce'"
Date
Opelled
Maturity Llterest Accrued YID Date
Date Rate Llterest In.terest Paid Closed
CERTIFICATE OF XXXXXXXxxxx6480
DEPOSIT
LEGAL TITLE: J WAYNE TISDALE
JENNIFER. J GREENE
$21,000.00
91812005
$61.44
$661.96 11712008
CERTIFICATE OF XXXXXXxxxxx9422
DEPOSIT
LEGAL TITLE: JWAYNE TISDALE
JENNIFER. J GREENE
$61,000.00
713012004
$6.95
$2,541.86 11712008
CHECKING XXXXXXXXX7264
LEGAL TITLE: JWAYNE TISDALE
JENNIFER. J GREENE POA
$7,463.63
612912004
$0.16
$3.35
ACCOUllt
Type
Revolving Credit Information
ACCOUllt
Number
Date of Death
B al&llce
Cred it
Limit
Date
Opelled
Date Times Legal Title
Closed Late
VISA
XXXXXXxxxxxx.J961
$0.00
411812007
JWAYNE TISDALE
Other Account Information
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'W'AoHOVJ:A
R.efereJlce ID: 2306104
Account
Type
Account
Number
Date of Balance
Date
Opened
Date
Q03ed
Ledser
Collected
SAFE DEPOSIT XXXXXXxxxOOOI
BOX
LEGAL TITLE: J WAYNE TISDALE
LOCATION:
5201 SIMPSON FERRY ROAD
MECHANlCSBURG, P A 17050
91812005
~ Date of death balAnce does not include accrued interest.
~ If date of death OCcurrs on a weekend or a holiday. date of death balAnce does not include any transactions that were
made during that time period.
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Audrey Troutt
Servicenter Associate
Phone: (540)563-7323
ll;at
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AYIV
McNees Wallace & Nurick LLC
attorneys at law
LINDA M. ESHELMAN
ESTATE PARALEGAL
DIRECT DIAL: (717) 237-5210
DIRECT FAX: (717) 260-1640
E-MAIL ADDRESS:LESHELMAN@MWN.COM
March 27, 2008
VIA CERTIFIED MAIL
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
c~_.;
RE: Estate of J. Wayne Tisdale
Cumberland County File No. 2008-00015
P A Department of Revenue No. 21-08-0015
Our File: 26570-0001
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Ladies and Gentlemen:
Enclosed for filing in the above-referenced estate are the following documents:
o Pennsylvania Inheritance Tax Return (two orioinals) - The return shows a
balance due of $57,434.79 and an estate check is attached in payment
thereof.
o Inventory
o Check for $30 filing fee
Please date-stamp the copies enclosed and return to our office in the envelope
provided. Thank you.
Yours truly,
'\
" (1 , !
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,. -l' '. /)V,.-
(~/U l)-~ ;, - _ C/o, v/
/~inda M. Eshelman
.' Estate Paralegal
LME/mha
Enclosures
cc: Jennifer J. Greene (w/encls.)
Edward W. Tisdale (w/encls.)
P.O. Box 1166.100 PINE STREET. HARRISBURG, PA 17108-1166. TEL: 717.232.8000 . FAX: 717.237.5300 . VVWW.MWN.COM
COLUMBUS, OH . STATE: COLLEGE, PA. LANCASTER, PA. HAZLETON, PA. WASHINGTON, DC