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HomeMy WebLinkAbout06-16-08J 15056041147 REV-1500 Ex (06-05) OFFICIAL USE ONLY PA Department of Revenue county code Year Fite Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 7 0 91(a ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 172 32 0587 09 21 2007 04 27 1923 Decedent's Last Name Suffix Decedent's First Name MI GERNERT ANNA F (If Applicable) Enter Surviving Spouse's information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL UN APPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate 6 Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required 7 Decedent Maintained a Living Trust (Attach Copy of 7rusl) Q 8. Total Number of Safe Deposit Boxes 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~ 11. Election to tax under Sec. 9113(A) (Attach SCh. O) MI CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDMUND G. MYERS (717) 761 4540 Firm Name (If Applicable) JOHNSON DUFFIE First line of address 301 MARKET STREET Second line of address P O BOX 109 City or Post Office LEMOYNE State ZIP Code PA 17043 REGISTER f#~d9~LS US~9NLY _, .""7i 2 c'3 ~-- Jr J\ ~i ) __ _, r.-. ' r _,~ ~ : -~ ~ _'~~._ ~ fV .~~ DATE FILED CtT •_I __ `~ Correspondent's a-mail address: 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. Gerald L Hempt " tn~ 101 Spangler's Mill Road, New Cumberland, PA 17070 SIGNATUR F PREPARER OTHER THAN REPRESENTATIVE DATE /~d~~~f ,~ J~,.~,~, EDMUND G. MYERS ~0 '~ - ~~~ ADDRESS 301 MARKET STREET, LEMOYNE, PA 17043 Side 1 15056041147 15056041147 v ~ REV-1500 EX 15056D42148 oe~aaenr5 Name: A N N A F G E R N E R T 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. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ...........:. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ....................................................................... g. 9. Funerai Expenses & Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. t 1. Total Deductions (total Lines 9 & 10) ......................................................................11. 12• Net Value of Estate (Line 8 minus Line 11) .............................................................12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election fo tax has not been made (Schedule J) ................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . ........................................... ..... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 0 . 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 4 9 0, 0 5 5. 1 4 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 _ 0 ~ 18. 19. Taz Due ...................................................................................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 172 32 0587 439,334.83 108,394.21 547,729.04 44,239.90 13,434.00 57,673.90 490,055.14 490,055.14 0.00 0.00 58,806.62 0.00 58,806.62 Side 2 15056D42148 15056042148 Rev-1503 I:Y,+ 16.98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENr DECEDENT ESTATE OF FILE NUMBER GERNERT, ANNA F 21-07-0910 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH EDWARD JONES INVESTMENT ACCOUNT NO. 896-08016 -Date of Death Valution is Attached to this Return 1 2,060 shares of American Balanced Fund 20.17 41,550.20 2 779 shares of American Capital Income Builder 66.05 51,452.95 3 159 shares of American Capital World Growth & 47.44 7,542.96 Income 4 2,123 shares of American Income Fund 21.16 44,922.68 5 949 shares of American Investment Co of America 36.50 34,638.50 6 Goldman High Yield Fund 7.93 43,622.93 7 5,259 shares of Goldman High Yield Municipal Fund 10.76 56,586.84 8 900 shares of Southern Co. 36.87 33,183.00 9 6,236 shares of Van Kampen High Yield Municipal 10.71 66,787.56 Fund 10 23825HCY1 100 shares of Dauphin County Pa HAPSCO 5.5% 107.53 10,753.00 Accrued dividend on Item 10 through date of death 107.3550 84.03 11 708796EX1 20,000 shares of PA HSG Financial Agency - 4.7% 92.47 18,494.00 12 955817CN9 West Shore Area Hospital - 5.7% 99.40 4,970.00 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 2, Recapitulation) 439,334.83 (If more space is needed, additional pages of the same size) Copyright (c). 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1503 EX+(6-98) SCHEDULE B STOCKS 8~ BONDS continued COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER GERNERT, ANNA F 21-07-091A ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 13 United States Series EE Savings Bonds -Valued with 24,746.18 Treasury Direct ~ Savings Bond Calculator and is attached to this Return TOTAL (Also enter on Line 2, Recapitulation} 439,334.83 Copyright (c} 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (8-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GERNERT, ANNA F 21-07-0914 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Hartford Leaders Annuity -Beneficiary: Estate 38,312.82 2 Pennsylvania Emplyees Benefit Trust Fund 133.53 3 Bethany Village Entrance Fee Refund 34,653.00 4 Coin Collection -Proceeds from Sale 1,792.00 5 Edward Jones Money Market Account 10,404.00 6 Farmers Insurance Group -Refund of Automobile Insurance 202.10 7 Farmers Insurance Group -Refund of Insurance 71.69 8 M8~T Bank Checking Account No. 950530363 4,381.82 9 M8LT Bank Estate Checking Account -Deposit Made to Account 2,263.13 10 Cordier Antiques -Proceeds from the Sale of Decedent's Jewelry 2,533.12 11 Costea's Auction Service -Proceeds from the sale of Decedent's personal property 7,669.50 12 Turner Buick Company -proceeds from Sale of Automobile 5,977.50 TOTAL (Also enter on Line 5, Recapitulation) I 108,394.21 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1151 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER GERNERT, ANNA F 21-07-091n Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2, Attorney's Fees Johnson Duffie 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 7,267.00 18,000.00 15,000.00 4, Probate Fees 475.00 5~. Accountant's Fees 6~. Tax Return Preparer's Fees 185.00 7'. Other Administrative Costs 3,312.90 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 44,239.90 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98~ SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GERNERT, ANNA F 21-07-091© ITEM NUMBER DESCRIPTION AMOUNT 1 Costea's Auction Service -Commission for the Auction/Sale of Decedent's Personal 2,632.00 Property 2 Cumberland County Register of Wills Office -Additional Short Certificates 3 Cumberland County Register of Wills Office -Filing Fees for Inheritance Tax Return and Inventory 4 Cumberland County Register of Wills Office -Additional Probate Fee 5 Cumberland Law Journal -Notice of Estate Administration 6 Henderson 8~ Co Jewelry Appraisals 7 Myers Harner Funeral Home -Corrected Death Certificates 8 The Patriot News Co -Notice of Estate Administration Subtotal 12.00 30.00 sa.oo 75.00 250.00 116.00 147.90 3,312.90 Copyright (c) 2002 form software only The Lackner Group, tnc. Form PA-1500 Schedule H-67 (Rev. 6-98) Rev-1512 EX+ (8.98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GERNERT, ANNA F 21-07-091 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Bethany Village 1,086.52 2 Cardiovascular Surg. Institute 317.52 3 Gerry Hempt -Reimbursement for mailing of painting to Germany to Beneficiary 237.00 4 Hospice of Central Pennsylvania 2,560.00 5 Johnson DufFie -Fees for Estate Planning prior to death 460.00 6 Kelly Home Care Services, Inc. 4,045.50 7 Links 2 Care - CNA Services 1,065.60 8 Lioba Lau -Reimbursement for Payment of Decedent's Debts 174.00 9 Lioba Lau -Reimbursement for mailings to Germany 87.67 10 Pa Departmment of Revenue - 2007 Individual Income Tax 544.00 11 Reimbursement to Social Security for Final Payment 1.063.00 12 U.S. Treasury - 2007 Individual Income Tax 1,697.00 13 Verizon -Account No. 717-697-2229-749-06Y 96.19 TOTAL (Also enter on Line 10, Recapitulation) I 13,434.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1 (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER GERNERT, ANNA F 21-07-09 1p NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not List Trustee s (Words) ($$$) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)) 1 Martha Diefenthaeler Sister 1/3rd of Estate Junge Haelden 8 76229 Karlsruhe Grotcingen, Germany 2 Stefanie Huy Sister 1/3rd of Estate Junge Haelden 8 76229 Karlsruhe Grotcingen, Germany, PA 3 Lore Walther Sister 1/3rd of Estate Junge Haelden 8 76229 Karlsruhe Grotcingen, Germany, PA Tota I Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 1500 cove r sheet III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET( U.UU Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) ESTATE OFANNA F. GERNERT SCHEDULE OF EXHIBITS EXHIBIT A EXHIBIT B EXHIBIT C EXHIBIT D EXHIBIT E Last YVill & Testament for Anna F. Gernert signed and dated December S, 2001. Codicil for Anna F. Gernert signed and dated August 20, 2007. Date of Death Valuation for Edward Jones Investment Account No. 896-08016 United Stated Savings Bond Calculator valued by Treasury Direct M&T Bank Dated of Death Account Letter 335755 E~KIBIT A 005325-00002/ 11.28.01 /EGM/KLT/ 152241.1 ~.~c~t ~iYY ~r~~ ~e~t~cn~e~t OF ANNA F. GERNERT I, ANNA F. GERNERT, of the Borough of Camp Hill; Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently maybe done. ARTICLE II REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever nature and wheresoever situate as follows: A. Three-fourths (3/4) thereof in equal shares unto my sisters, MARTHA DIEFENTHAELER, LORE WALTHER and STEFANIE HUY, all of Karlsruhe, Germany, provided that should any of my sisters predecease me, I give, devise and bequeath such deceased sister's share unto her then-living issue, per stirpes; and OOS:i 25-00002/ 11.28.01 /EGM/KLT/ 152241.1 B. One-fourth (1/4) thereof in equal shares, one unto each of my god children, CHRISTINA JEHLE and CATERINA JEHLE, and one unto their mother, CHRISTINA JEHLE all of Leonberg, Germany or the survivor of them. ARTICLE HI POWERS OF PERSONAL REPRESENTATIVE My Personal Representative(s) shall have the following powers itn addition to these vested in them by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as they may determine. B. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. C. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. D. To sell at public or private sale, to exchange, or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. 2 00 s3 25 -00002/ 11.2 8.01 /EGM/KLT/ 15 2241.1 E. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. F. To compromise any claim or controversy. G. To make such elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift, generation skipping or other tax refunds and the payment of such taxes without obligation to adjust the distributed share of any person thereby affected. H. I suggest that my Personal Representative confer with my nephew, THOMAS S. WALTHER of Friedrichsdorf, Germany (telephone 06172-79086), with regard to matters of administration and disposition of my Estate to those beneficiaries who reside in Germany. I authorize my Personal Representative to pay such compensation as my Personal Representative deems reasonable and appropriate for the services of my said nephew. ARTICLE IV PERSONAL REPRESENTATIVE I name, constitute and appoint my friend, GERALD L. HEMPT, Executor of this my Last Wili and Testament. Should GERALD L. HEMPT fail to qualify or cease to so act, I name, constitute and appoint ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., alternate Executor to complete the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties required in any jurisdiction. 3 005325-00002/11.28.01/EGM/KLT/152241.1 IN WITNESS WHEREOF, I~have~hereunto set my hand and seal to this, my Last Will and Testament, this ~~_ day of ~~~=~'~"6'~ , 2001. ( ;~:-~-~-, ~~ ~~ ~~/-~~-~ (SEAL) ANNA F. GERNERT Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. P~~~s~ 4 005? 25-00002/ 11.28.01 /EGM/KLT/ 152241.1 AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF CUMBERLAND We, ANNA F. GERNERT, and 1~~~,,,Y-. ~ \ s,-,j.,Y..-~ ,the Testatrix and the witnesses, respectively, w ose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ANNA F. GERNERT Witness ~/ Witr~ss Subscribed, sworn to and acknowledged before me by ANNA F. GERNERT, Testatrix, and subscribed and sworn to before me by ~ ~ • ~~~ ... and ~y~M ~ .`*c ~.r.j~,...~ ,witnesses, this ~~iay of ~,~..~„~ ,., , 2001. Notary Public NOTARIAL SEAL DIANNE LENIG, Notary Public Lemoyne Borough Cumberland Co. My Commission Expires Dec. 21, 2001 Codicil to Last Will and Testament OF ANNA F. GERNERT I, ANNA F. GERNERT, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be the sole Codicil to my Last Will and Testament dated December 5, 2001. Item I. I hereby revoke ARTICLE II, REST, RESIDUE AND REMAINDER in its entirety and in lieu thereof provide as follows: ARTICLE II REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue and remainder of my Estate, of whatsoever nature and wheresoever situate, in equal shares unto my sisters, MARTHA DIEFENTHAELER, LORE WALTHER and STEFANIE HUY, all of Karlsruhe, Germany, provided that should any of my sisters predecease me, I give, devise and bequeath such deceased sister's share unto her then-living issue, per stirpes. Item II. In all other respects, I hereby ratify, confirm and republish my Last Will and Testament dated December 5, 2001, together with this Codicil as and for my Last Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this the ~~ day of /~~"~`~--` , 2007. L'~ ~ ~ .~~-~~' (SEAL) ANNA F. GERNERT Signed, sealed, published and declared by the above-named Testatrix, as and for her sole Codicil to her Will dated April 10, 2000, in the presence of us, who, at her request, in her presence and in the presence of each other have here unto subscribed our names as witnesses. e~io~-cam ~' ~'~Q.~t~ `''~ ri~.G~'c. ~• ACKNOWLEDGEMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. We, ANNA F. GERNERT, the Testatrix, ~c ~ b~ ~ F ~-~~ and _ ~t~~rzati ~ ~ ~"~'~~ ,the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Codicil and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes herein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Codicil as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ANNA F. GERNERT oc.~o-vQ- f3. 0~ x,,~.~. Witness ~-tL.-K Witness Subscribed, sworn to and acknowledged before me by ANNA F. GERNERT, Testatrix, and subscribed and sworn to before me by ~~ ~~`~ 131 t'`t`J and ~~~(~ h C~. ~~w,,}~~ ,witnesses, this 2,t~~' day of ~~''~ , :007. J'~~~+r~ccw~ ~) Edmund G. Myers Attorney I.D. #20558 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . ss. t'y On this, the ~~ day of ~ ~ ~ , 2007, before me, the undersigned officer, personally appeared Edmund G. yers, Attorney LD. #20558, known to me (or satisfactorily proven) to be a member of the bar of the highest court of Pennsylvania and certified that he was personally present when the foregoing acknowledgement and affidavit was signed by the Testator and the witnesses. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~~ .C/`t..~~ UL Not Public COMMONWEALTH OF PENNSYLVANIA Notarial Sep Margaret E. 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V Calculate the Value of Your Paper Savings Bond(s) . ~ , -~ ~~ Page 1 of 2 Home > Individual > Tools > Calculate the Value of Your Paper Savings Bond(s) Calculate the Value of Your Paper Savings Bond(s) SAVINGS BOND CALCULATOR Value as of: k 0912007 UPDATE Help Series: Denomination: Bond Serial Number: Issue Date: _._ EE Bonds - ` 1,000 FLOW TO SAVE YOUR INVENTORY Calculator Results for Redemption Date 09/2(?07 Vieyt fatal Price $8,725.00 Bonds: 1-:37 of 37 Serial # Series Denom M252:L7859EE' EE $1,000 M252:L7862EE EE $1,000 M252:L7846EE EE $1,000? M45889476EE EE $1,000 M458E39475EE EE $1,OOD` M252a7953EE EE $1,000, M252:L7954EE' EE $1,000 M252:L7955EE EE $1,000: D155:31170EE EE $500' D110:12478EE EE $500 D110:12477EE EE $500 D11012471EE EE $500 D11012472EE EE $500'. D11469697EE: EE $500 D11469696EE EE $500 D114~59658EE EE $500. D27149651EE EE $500' D88~53688EE EE $500 D8863687EE EE $500 D19095368EE EE $500 D19095363EE EE $500'.. D19095362EE' EE $500', R37804137EE EE $200 R37804136EE EE $200 R029022897EE EE $200 R22216110EE EE $200 R22216089EE EE $200 Total Value Total Interest $24,746.18 $16,021.18 Instructions ...................................... i i Hotiv to Use the Savings Bond Calculator f _..._.. Notes Description -- NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earning interest Issue Next Final Issue Interest Interest Date Accrual Maturity Price Rate 08/198710 02/2008 08/2017? $500.00 $895.60 4.00%' 08/1987 02/2008_ 08/2017 $500.00'. $895.60', 4.00% 07/1987; 01/2008', 07/2017' $500.00. $895.60' 4.00% 11/1992'. 11/2007'_ 11/2022' $500.00 $622.40', 4,00% 11/1992. 11/2007 11/2022: $500.00. $622.40 4.00% 04/1988 10/2007 04/2018'. $500.00 $841.20 4.00% 04/1988: 10/2007 04/2018' $500.00 $841.20: 4.00%` 04/1988' 10/2007 04/2018. $500.00 $841.20- 4.00% 07/1987 01/2008 07/2017< $250.00 $447.80. 4.00% 04/1986' 10/2007'. 04/2016 $250.00, $557.40: 4.00% 04/1986' 10/2007. 04/2016; $250.00', $557.40. 4.00 %; 03/1986' 03/2008'. 03/2016" $250.00, $573.60' 4.00% 03/1986 03/2008! 03/2016' $250.00 $573.60 4.00% 08/1986- 02/2008 08/2016+ $250.00 $557.40 4.00% 08/1986 02/2008 08/2016 $250.00 $557.40 4.00% 05/1986 11/2007- 05/2016' $250.00 $557.40 4.00 12/19904 12/2007'.. 12/2020 $250.00 $357.40' 4.00%' 10/1985'. 10/2007: 10/2015 $250.00' $573.60 4.00 10/1985' 10/2007'. 10/2015' $250.00 $573.60: 4.00% 11/1988 11/2007 11/2018 $250.00 $407.60' 4.00°10 11/1988 11/2007 11/2018' $250.00 $407.60- 4.00% 11/1988 11/2007 11/2018 $250.00 $407.60 4.00% 11/1987 11/2007 11/2017++ $100.00 $173.60 4.00% 10/1987 10/2007- 10/2017 $100.00 $173.60 4.00% 05J1986' 11/2007- 05/2016: $100.00', $222.96 4.00 09/1985'. 03/2008. 09/2015! $100.00 $236.00. 4.00% 08/1985' 02/2008, 08/2015: $100.00 $236.00- 4.00% YTD Interest $662.78 value Note $1,395.60' $1,395.60 $1,395.60 $1,122.40 $1,122.40 $1,341.20 $1,341.20 $1,341.20 $697.80 $807.40 $807.40 $823.60 $823.60 $807.40 , $807.40 $807.40 $607.40 $823.60 $823.60 $657.60 $657.60 $657.60' $273.60 $273.60 $322.96 $336.00 $336.00 http://wwv~r.treasurydirect.gov/BC/SBCPrice 10/18/07 rlculate the Value of Your Paper Savings Bond(s) RL29~~095i9EE EE $Z00 10/1986 10/2007 R029209573EE EE $200 10/1986' 10/2007 L27989~4186EE EE $50 09/1986' 03/2008'. R029209574EE EE $200 10/1986'. 10/2007', R49424812EE EE $200 12/1988 12/2007 R9377:L331EE' EE $200' 12/1992 12/2007 C142254431EE EE $100': 11/1987 11/2007 C111808687EE' EE $100' 04/1986!' 10/2007, C112681428EE' EE $100` 08/1986; 02/2008 C11268a429EE EE $iD0` 08/1986'. 02/2008.. Page 2 of 2 10/2016' $100.00 $216.64 4.00% ;316.64' 10/2016:- $100.00', $216.64. 4.00%' $316.64 09/2016 $25.00' $55.74` 4.00% ' $80.74 10/2016 ` $100.00 $216.64 4.00% $316.64 12/2018'. $100.00' $163.04', 4.00% $263.04. 1Z/2022' $100.00' $124.48 4.00%' $224.48, 11/2017' $50.00- $86.80> 4.00%' $136.80; 04/2016'. $50.00' $111.48- 4.00% $161.48' 08/2016' $50.00': $111.48': 4.00%` $161.48! 08/2016s $50.00'. $111.48'. 4.00% $161.48 CALCULATE ANOTHER BOND How Hroufd you rate this tool? _.' Er:cellent _..' Good _% Fair _-' Poor Freedom of Information Act ~ Law & Guidance ~ Privacy & Leaai Notices ~ UVebsite Terms & Conditions ~ Accessibility U 5 Deoartrnent of the Treasury. Bureau of the Public Debt http://wwvv.treasurydirect.gov/BC/SBCPrice 10/18/07 p ~s~x X199 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 ]Law Offices ~fohnson Duffie 301 Market Street P O Box 109 Lemoyne, Pennsylvania 17043-0109 Re: Estate of Anna F Gernert Social Security: 172-32-0587 Date of Death: September 21. 2007 Phone (888)502-4349 Fax (302) 934-2955 November I, 2007 Dear Sir or Madam: F'er your inquiry dated October 25, 2007, please be advised that at the time of death, the above-named decedent had on dleposit with this bank the following: Type ofAccount Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total Checking Account 950530363 Anna F Gernert 09/OS/00 Closed 10/12/07 $4,381.80 $ 0.02 $4, 381.82 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information 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 West Shore Plaza Office # 717-255-2271. Sincerely, L~~ 1\fancy Clagett ~/ Records Management JERRY R DL'FFIE RICHARD) W. STEI~'ART C. ROI~ ~~'I:IDNI:1{. JR. GDbIUS'ID G. 1'1Y'PRS ll:1V%ID 11' ll~:LL~~~E JOHV A STA'I LP,R JEFF@RSU;V ~. SH!P:ti1<1:V JErr~RPY I3. RLT~r~c KLVIti F. OSBUK;VF. RAL~>~~ lil. ~1'RIGfiT. ~R. ti1A(iK C. DLFFIF, ~UHti ~~. 1tVOSKY ~~icH.~Ei_ ~. Cassmv JOHNSON DUFFLE June 13, 2008 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 11IELfSS:1 Pl:EI. GREP~'1' RO13LRT 1'I. 1~~.-1LI~P.R ~t'Ai~P. D. ~t:~~i Eti f~ IJZ 1B1'~I'H D. S~O\ Pit KELLY L. [3os_~~st, OF COUNSEL llt7~.,ac r~ A. Jt~~i~s~?~ F~ ~.~~E s<<~~>~~:~~ ;~ ~1~)h~ ~~.il)S;) c7 `~ - ~= p ~ - Y v 1 ~ ~+ i ,~~ ~ .7 ~, :i7 ;~ ~' N cn RE: Estate of Anna F. Gernert Date of Death: September 21, 2007 Your File No.. 21-2007-0910 Our File No. 5325-2 Dear Register: Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns. There is tax due in the amount of $35,122.41. Estate Check No. 1017, made payable to Register of Wills, Agent is attached to the top Return. 2. Inventory. 3. 2 copies of Page 1 of the Inheritance Tax Return and 2 copies of the Inventory. We ask that you please time-stamp and return these copies to us in the enclosed, self addressed stamped envelope. 4. Estate check made payable to Register of Wills in the amount of $80.00 representing the filing fees for the Return and Inventory ($30.00) and $50.00 for additional probate fees. 301 MARKET STREET P.U. BOX 109 LE!~'IOY1E. PE~~tiSYLVANIA 1 %013-0109 1CW~~".JDSW.C01V1 ~17.~61.=170 FAX:71~ 761.50li MAIL@JDS\1".CO'~l JOHNSON, DUFFLE, STEWART & WEIDNER, P.C. Thank you for your assistance in this matter. Should you have any questions, or require any additional information, please feel free to contact us. Very truly yours, JOHNSON, DUFFIE, STEWART & WEIDNER ~~~~~~ ana W' man Estate Administration Paralegal Enc. cc: Gerald Hempt, Executor :335784 ~~ r +~' m noo 0 ~NyN ~` W M ~yy r duo a~.~a N ~' O t` a ~ ~ O co a J ~~ ~b, '~ N po 4 ~Sd3A1Nn ° ° ~ r .r ~~ ~ w y ~ ~ s ~ ~ ~ o ,~, l ~ ~ ~. a ~ us ~ ~oQ ~~~ o~~ ~ ~~ J ~ cwn o •~- u_ C7 ~. ~ C/~ 4 LY_ ' ~ C`~1.~r:_. iii ~ C;fr ~iy ~ r wO N ~. . ~ pU ~-1 ~ ~.CV ~.. _'t. ca H