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COMMONWEALTH OF
PENNSYLVANIA
OEP)\RTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
GROUP
DATE OF DEATH (MM-DD-Year)
ERMA
P.
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 8 0 3 0 3
""COONTvCOOE' -YEAR- - - 'NuMBER- -
SOCIAL SECURITY NUMBER
2 0 3 - 1 0 - 3 542
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (daleofdealh priorlD 12-13-82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (AlIach Sch 0)
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03/10/2008 06/26/1919
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
(X] 1. Original Return
D 4. Limited Estate
(X] 6. Decedent Died Testate (Allach copy of WUI)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (dale of death alI8r 12-12-82)
D 7. Decedent Maintained a Living Trust (AlIach copy of Trust)
D 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
COMPLETE MAILING ADDRESS
60 WEST POMFRET STREET
PA 17013
OFFICIAL USE ONLY
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364.896.92
38.047.25
326.849.67
326.849.67
0.00 X _ (15) 0.00
326.849.67 X .045 (16) 14.708.24
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 14.708.24
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NAME
MARCUS A. McKNIGHT III
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353
CARLISLE
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under See. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
155.000.00
9.998.33
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111.139.65
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37.249.74
797.51
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REV-l~ EX~. :6-.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GROUP ERMA P 21 08 Q303
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 knowledge of the relevant facts.
Real Droperty which is lolntlv-owned with right of survivorship must be disclosed on Schedule F.
SCH:EIJU,LE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
606 WOODLAND AVENUE, MT. HOllY SPRINGS, PENNSYLVANIA
SOLD - SETTLEMENT SHEET ATTACHED
VALUE AT DATE
OF DEATH
155,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
155.000.00
REV-1508EX.(~.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GROUP
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ERMA
FILE NUMBER
P 21 08
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.
0303
ITEM
NUMBER
1.
DESCRIPTION
JEWELRY - APPRAISAL ATTACHED
VALUE AT DATE
OF DEATH
225.84
2.
PERSONAL PROPERTY - APPRAISAL ATTACHED
1,611.00
3.
PNC BANK - CERTIFICATE OF DEPOSIT #21001052432
10,002.43
4.
PNC BANK - CERTIFICATE OF DEPOSIT #21001052573
13,016.48
5.
PNC BANK - CERTIFICATE OF DEPOSIT #21001052577
15,042.64
6.
PNC BANK - CERTIFICATE OF DEPOSIT #21001052593
16,530.90
7.
PNC BANK - CHECKING ACCOUNT #5140185206
2,352.72
8.
PNC BANK - SAVINGS ACCOUNT #5130330449
29.976.93
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
88.758.94
REV-1510 EX + (6-98)
,:: '.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GROUP ERMA
P
FILE NUMBER
21 08
0303
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 DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST VALUE
(IF APPlICABLE)
1. PNC BANK -IRA ACCOUNT #65001015591 38,986.48 100. 38,986.48
2. ALLSTATE LIFE INSURANCE COMPANY 72,153.17 100. 72,153.17
ANNUITY - CONTRACT #GA0687344
TOTAL (Also enter on line 7 Recapitulation) $ 111.139.65
(If more space is needed. insert additional sheets of the same size)
REV-1511 EX . ~' *
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GROUP ERMA
P
FILE NUMBER
21 08
0303
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION, AMOUNT
A. FUNERAL EXPENSES:
1. HOLLINGER FUNERAL HOME 9,453.50
2. WESTMINSTER CEMETERY 1,270.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. AttomeyFees IRWIN & McKNIGHT 12,000.00
3. Family Exemption: (If decedents address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS 360.00
5. Accountants Fees
6. Tax Return Prepare(s Fees PATRICIAA. ROSENDALE, CPA 350.00
7. REGISTER OF WILLS - FILING FEE 30.00
8. CLOSING COSTS FROM SALE OF REAL ESTATE 13,446.66
9. CUMBERLAND LAW JOURNAL - ESTATE NOTICE 75.00
10. THE SENTINEL - ESTATE NOTICE 174.58
11. ROY D. GOTTSHALL - APPRAISAL ON PERSONAL PROPERTY 55.00
12. NOTARY FEES 35.00
TOTAL (Also enter on line 9, Recapitulation) $ 37.249.74
(If more space is needed, insert additional sheets of the same size)
REV-15121;X ';'.(6-98)
. .*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES~ & LIENS
ESTATE OF
~oue
FILE NUMBER
ERMA
P.
21
08
0303
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. ROBERT C. CAIRNS, TAX COLLECTOR - REAL ESTATE TAXES
VALUE AT DATE
OF DEATH
350.14
2. ROBERT C. CAIRNS, TAX COLLECTOR - PERSONAL TAXES
4.90
3. MASLAND ASSOCIATES - MEDICAL
112.94
4. MET-ED - ELECTRIC
102.04
5. EMBARQ - TELEPHONE
38.43
6. KINETIC IMAGING - MEDICAL
37.50
7. SOUTH MIDDLETON TOWNSHIP - SEWER
66.00
8. CARLISLE CARDIOLOGY ASSOCIATES - MEDICAL
66.00
9. CARLISLE HMA PHYSICIANS - MEDICAL
19.56
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
797.51
REV_1513~~("
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
. RESIDENT DECEDENT
ESTATE OF
NUMBER
I.
1.
2.
3.
4.
5.
6.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116 (a) (1.2)]
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
PARKER E. GROUP
500 OAK LANE
MT. HOLLY SPRINGS, PA 17065
BONNIE L. STARNER
815 TORWAY ROAD
GARDNERS, PA 17324
TRACY LINN CLEMENTS
216 YORK ROAD
CARLISLE, PA 17013
KIMBERLY ANN EATON
574 GLOBE MILLS ROAD
MIDDLEBERG, PA 17842
TODD EDWARD STARNER
15 MAURICE ROAD
MT. HOLLY SPRINGS, PA 17065
MARK ALAN STARNER
777 BALTIMORE PIKE
GARDNERS, PA 17324
Lineal
Lineal
1/2 REMAINDER
1/2 REMAINDER
Lineal 1,000.00
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Lineal 1,000.00
Lineal 1,000.00
Lineal 1,000.00
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
LAST HILL ANn Tf~STM,H::NT OP 'EHHA P. GROUP
I, ER't-.'[A P. GROUP, of South Middle.ton Township, Cumberland
County, Pennsylvania, declare this instrument to be my Last Hill
and 'restament, in manner and form following:
1. T here.by expressly revoke nil Hills and Codicils her~to-
fore made. by me.
2. I hereby direct my Executor to pay all my just debts,
funeral and administrative e...'q) enses out of my estate, as soon as
practicable after my death.
3. I give and rJequeath my je.'t-lelry to my daughte.r, Bonnie
L. Starner.
4. Should my husband~ Parker J. Group, Sl1rv:i.v~ me. for a
period of thirty days follo\vin[ rny death, I devise and he.queath
the remainder of my estate to Parke.r J. Group.
5. Should my husband, Parker J. Group, pre.decease me or die
on or before the. thirtieth day follo1;ving my neath, I devise ~nd
bequeath the remainder of my estate as follO~Js:
A. The sum of One Thousand ($1,000.00) Dollars
to each of my grandchildren then livinr;; C1nd
TI. The. re.mainder to my issue living on the thirty
first day following my death, per stiroes.
6. r.Jith respect to the beaue.sts in paragraph 51\, similar
orovisions are included in the Will of my husband executed this
date and it is our intention that each granrlchJld receive only
one such bequest so that the befnl(~sts arc not doubl~d in the
e.vent my husband and I die under c ircums tances 1;.,hich make i.t impos
sible to determi.ne \Jhich survived the other. In such e.ve:nt, one.
hnlf oY cach such bequest should be paid from c.nch e.state.
7. I nominate and appoint Cumberlalld Connty I'Jational nan!:.
and Trust Company, Haunt Holly Springs, Pennsylvani.a, trustee of
the sbare of any beneficiary H1\O may be a minor. The income
and/or principal of said trust may be accumulated or expended
for the maintenance, education and support of such beneficiary
as my trustee in its sole discretion may deter;nine; and my
trustee, in the e~(penditure of income and/or principCll for such
purposes, may. at its discretion, apply the same directly Hithout
the. intervention of a guardian or nay the same to any person
htlvinr,: the care or control of said beneficiary or with \vhorn th.e.
beneficiary re.sides, without duty on the nart of the. trustee to
supervise or inquire into the applicat ion of the fund s by any
person to ~lhom any payment is so made. The balance. of such income
and/or nrincipnl shall be paid to such beneficiary. upon reaching
majority, or to such benefici.ary's estate in the event of death
prior thereto.
8. I nomfna te. and appo in t my husband, P arl:e. r J. Group, as
E~:ecutor of this my Last Hill and Testament; Clncl as substitnte
executors I nominate and appoint my children, Parl:.e.r ~. Group
and Bonnie L. Starner.
9. I d i re.ct that my personal represe~ tative nnc1 trustee, as
t-lell as their succes[;ors, shall not be required to fil~ bond or
secl1rity in any lurisdiction.
IN UITNSSS ,.nIEREOF, I have hereunto set my hand and seal
-tfj I)
this I} _...J day of hL1---vv'-t!v\;lf 1971.
(~ l':J 9,,/
l''1;('1 4 _,t /to ,.l:./.../"l-t'7<.'O
Erma P. Group V
( SEAL)
Si~ed, sealed, published and declared by the above named
l'estntrix, Srma P. Group, as and for he r Last Hill and Testnrrent.
n our 'Dresence, Hho in her presence, at her request. and in the
resence of each other, have hereunto subscribed our names as
ttesting witnesses.
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A. SETTLEMENT STATEMENT
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
HUD-1
OMB No. 2502-0265
B. ' Tvoe of Loan
1.DFHA 2.DFmHA 3.IXIConv. Unins.
4. OVA 5.0Conv.lns.
6. File Number:
RE08-41
7. Loan Number:
192140928
8. Mortgage Insurance Case Number:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items
marked "(p.o. c.)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
D. Name and Address of Borrower(s):
Charles J. Fischer
Patricia Fischer
E. Name and Address of Seller(s):
Estate of Erma P. Group
F. Name and Address of Lender:
Countrywide Bank, FSB
G. Property Location:
606 Woodland Avenue, Mt. Holly Springs, Pennsylvania 17065
South Middleton Township, Cumberland County
40-31-2187-038
2512 Eastern Blvd. #25, York, Pa 17402
Place of Settlement:
1 Irvine Row, Carlisle, PA 17013
H. Name of Settlement Agent:
Duncan & Hartman, P.C.
I. Settlement Date:
4-25-2008
Funding Date:
4-25-2008
to
4-25-2008 to 12-31-2008
12-31-2008
239.82
109. School taxes 4-25-2008 to 6-30-2008
110.
4-25-2008 to 6-30-2008
268.35
/~~:r;' ,~~it';l:, : _ ::-rc:: :i~: .~;.~!!. '~j:': :<':f.~~: '~E~h:L:ti~... ".,.. .~.c '.~4'~" :" .:~'''-.: ~ ':_~j':'L,::-,.~~~:~,.~~'ib d:. ~;~~:-~::J')l;~'"';t~,-:~:'~i~~ :>'LL~'.~~'7! ?~~t1:;::Z.~lar_ ~'
112.
120 Gross Amount Due From Borrower
412.
420 Gross Amount Due To Seller
15550817
13446.66
205.
505. Payoff of second mortgage loan
206.
506.
208.
209.
210. C' ftown taxes
211. Coun taxes
212. Assessments
214.
215.
142,061.51
~~_"., .~~~o; ~~
~ ->.d2J_" ;l.~:J~::1'''\~:.::-~~~~::..\C_l <:1 1 _.:>J~L <t~~jL~~~ ... n ~ .
Paid From
Borrowers
Funds at
Settlement
Paid From
Selle(s
Funds at
Settlement
1~1f~~\itl1~1~~Ji>~~~~t~~!J~i~t-~~:L~' \ :~: ~ ~ ~~. ~_~_~~~l~~_ .~~_ _. ~t,i; , _._~~ . _~~~~ ~~~~ ~~~ ~~. _~~~_~~ ._~L~ ~ ~~~~~ ~~ __ J~ ~.~:~:~~~~~.~~~~.~r:i:_'~'
704 Transaction Fee
to ERA-NRT Inc
16500
165 00
50.00
26.00
100.00
810.
811.
::tmfB'r~ff?e~~i*1fff(~j~~~6~~~J~r:f<~~~~~ft{ ::Yr.~;i~i:~~\:i1i~>Y(; ~ ~~ N ~.~ M ~~ . .__I~~ .~~~:~:~~~_~~_ ~~:::_~~_':N ~;~ ~~~~~=~-~j~_ ~~J~~:~~~~~~~ ~~~l~::~J:~~~~~~~~~~~~ii~~~~~~;~~~
813.
814.
5- 1-2008
66.18
State Farm Insurance
~~~;~ ~. \~ ~~~~~~~J~~; r~~f: !rinrf~~~~rr~:~~'~~~~~X~~Wd~..~~=~~~~nu,,~_ ~~~0~ ~~ ~ ~~~~~~~~ M~~ :<~; ~~~*~a A~ ~~>~~~~ 'l~~L"~~W5 r.~;:~~:1~~~.J:.j~;1~~:.la~~
905.
1107. Attorney's fees to Irwin & McKnight POC
includes above item numbers:
1108. Title insurance to William A. Duncan, Agent for United General Title
Premium $
Premium 1 133.75
1 550.00
k ~':~~~rrl1fuffiTI1iRt~~m7t~~Li~:~~~i~:~~~~~h}:'W>":' ~'~:~. :_~_~:. _.' ~::. 4~4" .~~.~~.. ~.",",,'". .>,;~'~~~!t~~~,::::~~~ >,~ :,XJ]E:~~~:~:~~'::I.~~~:~~~'t~;i%f>
1205.
18.25
350.14
5273.27
CERTIFICATION: I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and
accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I received a copy
~th:,t:lu~etllement :teme . .
/~~&.,g:/,- ftulJ'/ ~. r:r~ fi'YJ//>i/.:/..S/"'''e/
-'" Signa re of Borrower. Signature of Seller r Signature of Seller 6,...
/~q€ ~ ,. ..#J <--'?*-
The HUD-1 Settlement Statement which I have prepared is a true and accurate account of the funds disbursecf & to De disbursed by the / ~
900.00
13 446.66
~-...:J:r - 6:1I
Date
WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction
can include a fine and imprisionment. For details see: Title 18 U.S. Code Section 1001 and Section 1010.
, '
March 20,2008
RECEIVED
MAR 2 1 2008
IRWIN & McKNIGHT
LAW OFFICES
Marcus A. McKnight, III, Esquire
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
Re: Erma P. Group - Knouse Foods@ 1099 #26897
Your letter dated March 18, 2008
Dear Mr. McKnight:
Please be advised that on March 10, 2008, Ms. Erma P. Group owned Twenty-nine (29) shares of
Knouse Foods Cooperative, Inc. Preferred Stock valued at $100.00 per share. There were no
dividends owing on March 10,2008, the date of Ms. Group's death.
Feel free to contact us if you have any questions.
Very truly yours,
KNOUSE FOODS COOPERATIVE, INC.
'-/JlLUf8Yl~
Mary J. Myers
Assistant Secretary
from
MUSSELMAN'S
LUCKY LEAF
APPLE TIME
SPEAS FARM
LINCOLN
80oPcJchCkn-ldavilleRoad! PcachClcll,PAI7375-0001 I Phone/717}o77-SI81 ! rax(717l677-7069
,.
PN,C: ,Historical Prices for P N C FIN SVCS GR - Yahoo! Finance
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PNC Financial Services Group Inc. (PNC)
~
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At 9:52AM ET: 70.82 .. 0.19 (0.27%)
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5/7/2008
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'. .
ERMA P. GROUP ESTATE
d/o/d - MARCH 10, 2008
Appraisal by:
Harry E. Danson
CARLISLE COIN SHOP
25 Circle Drive
Carlisle, PA 17013
243-8943
t7 dO
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Ma r. 21. 2008 11: 11 AM
,
PNC BANK 412-705-2747
No. 1298 P. 1/2
. ,
. PNCBAN<
The Thinking Behind The Money
March 21,2008
Law Offices of Irwin & McKnight
Marcus McKnight m
West pomfret Professional Bldg
60 W Promfret St
Carlisle, PA 17013
RE: Erma P Group (Deceased)
SSN: 203-10-3542
DOD: 03-10-2008
Dear Mr. McKnight
In" response to yolD' request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account # 21001052432
Established 07-06..1987
ERMA P GROUP
DOD balance: 510,000.00 + 2.43 accrued interest
Account # 2100'1052573
Established 03-31-1988
ERMA P GROUP
DOD balance: 513,000.00 + 16.48 accrued interest
Account #; 2100]052577
Established 06-14-1988
ERMAPGROUP
DOD balance: 515,000.00 + 42.64 accrued interest
Account # 21001052593
Bstablished 01-05-1989
ERMA P GROUP
DOD balance: 516,525.00 + 5.90 accrued interest
CheeldDC Aeeount
Account # 5140185206
Established 04-01-1963
ERMA P GROUP
DOD balance: 52,352.72 non interest bearing
Page 1 of2
Mar.21. 200811:11AM
PNC BANK 412-705-2747
No. 1298 P. 2/2
SaviDp Aeeoont ./ .
Account # 5130330449 Established 02-01-1983
ERMA P GR.OUP
OOD balance: S29,961.14 + 15.09 accmed interest
.IRA Aceounu
Account # 650010] 5591
Established 08-24-1993
ERMA P GROUP
000 balance: $38,875.69 + 110.79 accrued interest
For beaellclary iaformation, please aD 1-888-PNC-IRAS.
The decedent maintained Investment Account # 39304547. 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
(lRAs, CDs, Checking and Savings accounts). We do Dot process uy fIDucial
traDsaetiODs or provide ltatelDeau. H you need assistance with any of these items,
please call1-88S-P:N"C..BANK (1-888-762-2265) or stop by your local PNC Bank branoh
office.
Sincerely,
fi.A &.w~
Coll~
1-800-762-1775
P7..PFSC-04-F
SOO Pint Ave
Pittsburgh, PAl 5219
Member FDIC
. P~oe' of2
Allstate Life Insurance Company
P.O. Box 94212
Palatine, IL 60094-4212
Telephone: (877) 499-6418
Facsimile: (866) 635-4523
Q)>> Allstate,
You're in good hands.
March 24,2008
RECE1VED
Marcus A. McKnight ilr
Irwin & McKnight
60 West Pomfret Street
Carlisle, P A 17013
MAR c'
IRWIN & MCl\:i\~ti'
LAW OfflLt~
~
,
Re:
Contract No:
Erma P. Group
GA0687344
Dear Mr. McKnight ill:
Thank you for your correspondence to our department dated March 18, 2008. The following is a breakdown of the
information you had requested on the above closed annuity claim:
II Title of Annuitv: Erma P. Group
11 Date of Issue: November 12, 2002
~ No Ownershin Chan1!es
~ Date of Death: March 10, 2008
~ Value of the Annuitv on the Date of Death: $72,153.17
If you have any questions, please contact me at 1-877-499-6418 Ext. 86482.
Sincerely, .
~~
Valarie Melton
Sr. Claim Examiner
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