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Home My WebLink About04-29-08 (2) o 3. Remainder Return (date of death prior to 12-13-82) 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Return Required death after 12-12-82) 7. Decedent Maintained a living Trust 0 (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 ---I 15056041125 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number 2 1 0 7 Date of Birth 168240179 080 1 200 7 04261915 Decedent's Last Name Suffix Decedent's First Name H 0 RAN LEO N A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW r:&J 1. Original Return o 4. Limited Estate ug 6. Decedent Died Testate (Attach Copy of Will) o 9. Litigation Proceeds Received o D D o 2. Supplemental Return 074 0 MI E MI 8. Total Number of Safe Deposit Boxes D A V I D H S TON E , E saul RE 717 774 7 4 3 5 Firm Name (If Applicable) S TON E L A F A V E R t SHE K LET S K:r II REGISTER OF WILLS UU ONLY (') g c:; 0 co ;;~j ;g ~ '~D~i~ ~ -". ~;~;2 \.0 (~? 0 .." { -~~.~, CJ 11 :S~ l. )L- :- n:J;;lE FILED .r::- ~CJ~ .. )> - First line of address 4 1 4 B R o G E S T R E E T Second line of address City or Post Office State ZIP Code NEW CUMBERLAND P A 1 7 0 7 0 Correspondent's e-mail address:DSTONE~STONELAW.NET 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. NATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ( MECHANICSBURG PA 17050 ADDR 414 BRIDGE STREET NEW CUMBERLAND PLEASE USE ORIGINAL FORM ONLY PA 17070 Side 1 L 15056041125 15056041125 ':;', --) -) l~: r~] r:~~) , . !r.~~ -t-r ~~-::1 --\ --I 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: LEONA E. HORAN 1 6 8 2 4 0 1 7 9 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) 5. 2 5 6 5 5 . 0 0 6. Jointly Owned Property (Schedule F) o Separate Billing Requested . . . . . . . 6. 1 1 6 0 4 . 0 0 7. Inter-Vivos Transfers & Miscellaneous NEtrobate Property (Schedule G) Separate Billing Requested ... . . . . 7. 8. Total Gross Assets (total Lines 1-7) ., .. .. .. ... . . .. . . . . . .. . ... . 8. 2 2 7 2 5 9 . 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . .. . ...... ... 9. 3 8 8 6 3 . 4 3 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . .. 10. 4 2 o . 2 9 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 3 9 2 8 3 . 7 2 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12. 8 7 9 7 5 . 2 8 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13. 3 0 0 o . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . 14. 1 7 4 9 7 5 . 2 8 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 _ o . 0 0 15. o . 0 0 16. Amount of Line 14 taxable at lineal rate X .0 o . 0 0 16. o . 0 0 17. Amount of Line 14 taxable at sibling rate X .12 o . 0 0 17. o . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 1 7 4 9 7 5 . 2 8 18. 2 6 2 4 6 . 2 9 19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2 6 2 4 6 . 2 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o Side 2 L 15056042126 15056042126 .-..J REV-1500'EX Page 3 Decedent's Complete Address: DECEDENT'S NAME LEONA E. HORAN - ---..-----.-- STREET ADDRESS 4905 EAST TRINDLE RD -- File Number 21 07 0740 - I STATE PA I ZIP 17050- CITY MECHANICSURG Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 26,246.29 24,000.00 1,263.16 Total Credits (A + B + C ) (2) 25,263.16 3. Interest/Penalty if applicable D. Interest E. Penalty 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5) 0.00 0.00 983.13 Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) A. Enter the interest on the tax due. 983.13 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; ...................................................................... 0 l&J b. retain the right to designate who shall use the property transferred or its income; ............................... 0 l&J c. retain a reversionary interest; or .................................................................................. .......... .... 0 [&] d. receive the promise for life of either payments, benefits or care? ....................................................... 0 ~ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................. .......................................................... D l&J 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 0 l&J 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................. ..................................................... 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. 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 P.S. ~9116 (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 P. S. 99116 (a) (1.1) (ii)). The statute does not exemot 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. ~9116(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 P.S. ~9116(1.2) [72 P.S. ~9116(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. ~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. REV.150B EX + (6-98) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LEONA E. HORAN FILE NUMBER 21 07 0740 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. ITEM NUMBER 1. 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 DESCRIPTION Bank of America-Checking Acct. 747-3028040 Prine. $33,417.68, Int. $43.95 VALUE AT DATE OF DEATH 33,417.68 Bank of America-Checking Acct. 747-3028040 - Accrued Int 43.95 Cash on hand 496.00 DFAS-retirement checks received 7,944.15 Heritage Medical Group-refund 30.34 M&T Bank-Cert of Deposit #031003913913915559 Prine. $36,646.63, Int. $98.52 36,646.63 M& T Bank-Cert of Deposit #031003913913915559 - Accrued Int 98.52 M&T Bank-Cert of Deposit #031003913913915567 Prine. $75,000.00, Int. $201.63 75,000.00 M&T Bank-Cert of Deposit #031003913913915567 - Accrued Int 201 .63 M&T Bank-Cert of Deposit #031003913916234 Prine. $6,156.83, Int. $41.80 6,156.83 M& T Bank-Cert of Deposit #031003913916234 - Accrued Int 41.80 M& T Bank-Cert of Deposit #031003914395841 Prine. $24,529.55, Int. $31.63 24,529.55 M&T Bank-Cert of Deposit #031003914395841 - Accrued lnt 31.63 M&T Bank-Cert of Deposit #031003914507751 Prine. $15,398.14, Int. $1.65 15,398.14 M&T Bank-Cert of Deposit #031003914507751 - Accrued Int 1.65 M&T Bank-Checking Acct. #98116940 Prine. $13,808.52, Int. $1.81 13,808.52 TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 215,655.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent LEONA E. HORAN Decedent's Name Page 1 21 07 0740 File Number Schedule E - Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17 M& T Bank-Checking Acct. #98116940 - Accrued Int 1.81 18 Social security check received 470.00 19 Urology of Central PA-refund 30.34 20 USSA Savings Acct. #000580498 on renters insurance policy 1,048.96 21 Verizon-refund 8.20 22 Veterans Affairs-refund burial expenses 188.67 23 Miscellaneous personal property (assorted military items and trinkets) given 50.00 to Judith Nassida 24 Miscellaneous personal property (family bible and photographs, & framed pictures) given 10.00 to Noel Horan 25 Clothing and miscellaneous items given to Shining Light Thrift Store as mentioned 0.00 in Item V of the will with no value The items mentioned in Item III and IV of the will were already disposed of and not available for distribution SUBTOTAL SCHEDULE E 1,807.98 GRAND TOTAL SCHEDULE E $ 215,655.00 REV-15m, EX + (6-98) * SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LEONA E. HORAN FILE NUMBER 21 07 0740 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Carolyn Keller 881 Old Silver Spring Road Mechanicsburg, PA 17055 Friend B c JOINTL V-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY 0/0 OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTSINTERES 1. A 1 0/95 300 shs. PPG Industries Inc. stock joint wI Carolyn Keller 23,208.00 50. 11,604.00 dt 10-17-95 High $79.10 Low $75.62 for an average of $77.36 per sh. TOTAL (Also enter on line 6, Recapitulation) $ 11.604.00 T (If more space is needed, insert additional sheets of the same size) REV-151T EX + (12-99) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LEONA E. HORAN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 07 0740 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Malpezzi Funeral Home-funeral expenses 10,099.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) John C. Baker 11,362.00 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 1075 Orrs BridQe Road City MechanicsburQ State P A Zip 17050 Year(s) Commission Paid: 2008 2. Attomey Fees David H. Stone, Esquire 10,782.00 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, Cumberland Co. 380.00 5. Accountant's Fees 6. Tax Return Prepare~s Fees 7. The UPS Store-postage for mailing items as per will 72.38 2 John Baker-Reimb for A&B Hauling-items hauled to charity 100.00 3 DFAS-Reimb on retirement checks received 5,296.10 4 Checks written by dec but not cleared by bank 38.71 5 Cumberland Law Journal-advertising grant of letters 75.00 6 The Patriot News Co.-advertising grant of letters 127.74 7 Register of Wills-filing Inh. Tax Return and Inventory 30.00 8 Reserve for closing expenses 500.00 TOTAL (Also enter on line 9. Recapitulation) $ 38863.43 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) * SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LEONA E. HORAN FILE NUMBER 21 07 0740 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH P A Gastroenterology-debt of last illness 40.36 2 PRISM-rehab 17.9 3 HealthSouth-services rendered in room 19.00 4 Urology of Central PA-services rendered 30.34 5 Mobile X-Ray Imaging Inc-services rendered 18.57 6 Country Meadows-bat. due on room and services 226.54 7 Nephrology Assoc of Central PA-services rend. 30.34 8 Heritage Medical Group-services rendered 30.34 9 Quantum Imaging-services rendered 6.90 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 420.29 REV.1513 EX < 1,* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LEONA E. HORAN SCHEDULE J BENEFICIARIES 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 pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. CAROL YN KELLER FRIEND Collateral 54,457.09 881 OLD SILVER SPRING ROAD MECHANICSBURG PA 17055- 2 NOEL T HORAN NEPHEW Collateral 54,457.10 18303 INDIAN LAUREL SAN ANTONIO TX 78259- 3 JUDIE HORAN NASSIDA NIECE Collateral 54,457.09 3 CROSSVINE DRIVE ORMOND BEACH FL 32174- 4 CAROL YN KELLER SCH F Collateral 11,604.00 881 OLD SILVER SPRING ROAD MECHANICSBURG, PA 17055 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 TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. ST FRANCIS XAVIER CHURCH 1,000.00 22 WEST HIGH STREET GETTYSBURG, PA 17325 2. ST FRANCIS FRIEND OF THE POOR 1,000.00 115 W. 30TH ST., SUITE 500B NEW YORK, NY 10001 3. NEW HOPE MINISTRIES 1,000.00 15 STATE ROAD MECHANICSBURG, PA 17050 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 13.000.00 FILE NUMBER 21 07 0740 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent LEONA E. HORAN Decedent's Name Page 2 21 07 0740 File Number Schedule J - Beneficiaries - 2B B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 4. ST JOSEPH CATHOLIC CHURCH 400 EAST SIMPSON ST. PO BOX 2012 MECHANICSBURG, PA 17055 10,000.00 SUBTOTAL SCHEDULE J.2B 10,000.00 ----- .--,,--"' (;) \ 0., hi LAST WILL AND TESTAMENT BE IT REMEMBERED THAT I, LEONA E. HORAN, a resident of CUmberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my LAST WILL and TESTAMENT, hereby revoking any and all Wills and Codicils previously made by me. I I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable after my decease. II I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. III I give and bequeath all of my Hummels, curio cabinet with all of its contents to CAROLYN KELLER, per stirpes. IV I give and bequeath my Dalton figurines to THERESA NARDIS, per stirpes. V I gi ve and bequeath my furniture to any of the people mentioned in this Will who would like to receive such items, with a direction that any furniture not taken be given to charitable organizations. VI I give and bequeath the following: A. The sum of ONE THOUSAND DOLLARS ($1,000.00) to CRISTO REY of St. Francis Xavier Church, Gettysburg, PAi B. The sum of ONE THOUSAND DOLLARS ($1,000.00) to ST. FRANCIS FRIEND OF THE POOR, 134 W. 32nd Street, New York, New York 10117-0379; C. The sum of ONE THOUSAND DOLLARS ($1,000.000) to NEW HOPE MINISTRIES, Mechanicsburg, PA; D. The sum of TEN THOUSAND DOLLARS ($10,000.00) to ST. JOSEPH CHURCH, Mechanicsburg, PA. VII All of the rest, residue and remainder of my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment, I give, devise and bequeath as follows, in equal shares, per stirpes: my nephew, NOEL T. HORAN; my niece, JUDIE HORAN NASSIDA; my friend, CAROLYN KELLER. VIII I nominate, constitute and appoint JOHN BAKER as Executor of this LAST WILL, to serve without bond. If JOHN is unable or unwilling to act in that capacity, then I nominate, constitute and appoint FRANK FISHER as Executor of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, this LAST WILL this .2 LEONA E. HORAN I have set my hand to day of ~ ,2002. (it.~ t'th~ LE NA E. HORAN 2 Signed, sealed, published and declared by the above-named LEONA E. HORAN, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. f/tIl#{ ,j~bJ~~O t, 3 AClOfOWLBDGBMBNT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND I, LEONA E. HORAN, 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 the instrument as my LAST WILLi that I signed it as my free and voluntary act for the purposes therein expressed. ~dJC ~ Ii ONA E. HORAN Sworn or affirmed to and acknowledged before me by LEONA E. HORAN, Testatrix, this o?Np day of Dt::Ce1'I/,}l(f... , 2002. ~//~~ Notary Public NOTAAIAL SEAL 0EB0fWf L RYAN, NOTARY PU8UC CITY OF MECHANaBUAG, CUMBall.MD COtIfTY rM C<<MISSQ EXPIRES JUtE 11. 2(D) APPIDAVIT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND we,lll/((efS( f? ~~A-(,,~~nd l15a l4vJaJl , the witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her LAST WILLi that LEONA E. HORAN signed willingly and that she executed it as her free and voluntary act for the purposes therein expressedi that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; a that to the best of our knowledge, the Testatrix was at the t' e 18 years ,?f age or more. of sound mind and 7r nj ~fOnstr I1t or undue mfluence. ?ft({ l~ . , /~~~ or affirmed to and acknowledged ;;.vo day of l>t;-~e7'1~I"- before me , 2002. Sworn this J~~~ Notary Public NOTARIAL SEAL DEBOfWt L RYAN. NOTARY PUBlJC em OF MECHANaBUAG. CUMBERlMD COUNTY rM CClIISSlOO EXPIAES JUNE 11. 2008 Bank of America ~ ~ Military Bank August 13, 2007 STONE LaF AVER & SHEKLETSKI 414 BRIDGE STREET PO BOX E NEW CUMBERLAND P A .17070 Dear Mr. Stone: RE: Major Leona E. Horan - Deceased Date of Death: August 1, 2007 STATEMENT OF ASSETS Checking Account: Name Accrued Interest Balance 747-3028040 Major Leona E. Horam $43.95 $33,417.68 Saving-s Account: Name Accrued Interest Balance N/A Certificate of Deposit Name Accrued Interest Balance N/A Loan Accounts: Name Interest Paid Balance N/A IfI may be of further assistance, please call me at 1.800.334.1920, extension 50509. Sincerely, qforiJl 'Esptzt%4 Gloria M. Esparza Senior Customer Serv Rep Special Accounts Tel: 800.334.1920 . Fax: 210.835.0523 Bank of America, TX7-400-01-0l POBox 8000, San Antonio TX 78208 Ret:ycled Paller m M&fBank 499 Mitchell Road, MilIsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 August 17, 2007 Stone LaFaver & Shekletski Attorneys At Law 414 Bridge Street POBox E New Cumberland, Pennsylvania 17070 Re: Estate of: Leona E Horan Social Securitv: 168-24-0179 Date of Death: August 01. 2007 Dear Sir or Madam: Per your inquiry dated August 8, 2007, 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 Checking Account Account Number 98116940 Ownership (Names oj) Leona E Horan * Opening Date 05/12/97 Closed 08/09/07 Balance on Date of Death $13,808.52 Accroed Interest $ 1.81 Total $13,810.33 z. Type of Account Certificate of Deposit Account Number 031003913915559 Ownership (Names oj) Leona E Horan * Opening Date 05/07/99 Closed 08/09/07 Balance on Date of Death $36,646.63 Accroed Interest $ 98.52 Total $36,745.15 3. Type of Account Certificate of Deposit Account Number 031003913915567 Ownership (Names oj) Leona E Horan * Opening Date 05/07/99 Closed 08/09/07 Balance on Date of Death $75,000.00 Accrued Interest $ 201.63 Total $75,201.63 4. Type of Account Certificate of Deposit Account Number 031003913916234 Ownership (Names oj) Leona E Horan · Opening Date 05/30/00 Closed 08/06/07 Balance on Date of Death $6,1 56.83 $ 41.80 Accrued Interest Total $6,198.63 5. Type of Account Certificate of Deposit Account Number 031003914395841 Ownership (Names oj) Leona E Horan * Opening Date 09/20/90 Closed 08/06/07 Balance on Date of Death $24,529.55 Accrued Interest $ 31.63 Tota/ $24,561.18 6. Type of Account Certificate of Deposit Account Number 031003914507751 Ownership (Names of) Leona E Horan * Opening Date 12/30/95 Closed 08/06/07 Balance on Date of Death $15,398.14 Accrued Interest $ 1.65 Total $15,399.79 Please be advised, there was no safe deposit box found for the above decedent. * H upon reviewing the infonnation above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please call the Meehanicsburg Office # 717-255-2031. Sincerely, ~:Y~~tr Nancy Clagett Records Management PPG Industries Inc (US:PPG) - Stock chart, Index chart - MSN Money Quote, Chart, News Hjst,~!n( dl ref Research SEe F:iqlg:-. Ad'...s(}f ~::Yr (APS E~!\"-,'('>~',> Ei,t'n'DtC5 .\"ai'{'it Ratlcy',:; H.t:':"..i!~S Ir'siocr T"'aCIi:g Cr,'.j:..t"SillP Sot;rd Guided Research K~$earcfl V/llJ~d Find Stocks SfO<..k :,crec;1ef Stock. Power Sparcres It)P-K3tC'f! SrUCKS Related links <)s.)tc \Vat(!'"'llst f<'i,,-t E-rT~cll &. .A.e:t~ lPO !,:~:l't('r :".fc";':J9c B0i:11n.; r=.:I),tet l..;<1W'O:-, 1_,' " ..:. C ~'-50s~ -.1,1 r,' .. ' .' .. '., >A:.""u,:"'!J....~, r ~ ' "'. '. , ;' , ,'~ NO VltNIMIJIAf , f s ,_' _' 'c.",' ,',' ,_". ,', ' c, -,,,,,( f ,"'. {,tv-.:;.," JOt\: PPG Industries Inc (US: PPG) 73.17 unch Open: unch High: unch LOW: unch PrevIOUS Close: 73.17 Volume: 1,100 Eastern Time PPG Industries Ine Date High low Open Close Volume 8/312007 79,1500 76,2800 78.7900 76.2800 574,000 8(2/2007 79.7100 78.1000 79.0300 78.5600 557,600 8/1(2007 79.1000 75.,5200 75.4500 78.9400 1,148,900 7/3 ](2007 78.2900 76,2200 77.6400 76.2700 682,800 . 7130(2007 77.6100 75.7000 76.0000 77.3400 586,300 7/27/2007 78.1600 75.5500 77.5500 76.0500 956,200 7/26(2007 79.7500 76.6100 79.4700 77 .7000 1,105,500 7/25/2007 8 LlOOO 79.4200 81.6500 80.3400 960,900 Data providers Copynght ,~> 2007 P'2ut,crS. C1:ck 'or R,'stnctions, Quotes supplied by ComStock, an Interactive Data company, Stock price data provided by Nomuril Rc'5earch Institute, Ltd, Quotes delayed 20 minutes. 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