HomeMy WebLinkAbout10-08-08 (2)15056041147
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue county code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 8 0 5 9 9
PO BOX.280601
Harrisburg, PA 17126-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
176 34 8356 04 20 2008 12 18 1930
Decedent's Last Name Suffix Decedent's First Name MI
COTSARELIS HELEN
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
COTSARELIS ELIAS N
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~, 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
`~ 4. Limited Estate ~ 4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
X ~ 8 Decedent Died Testate ~ Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
~--~ (Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 1p, Spousal Poverty Credit date of death n t 1,Election to tax under Sec. 9113(A)
hetwean 12-31-91 and -1-951
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LEONARD TINTNER ESQUIRE 717 236 9377
~.,
Firm Name (If Applicable)
BOSWELL, TINTNER, PICCOLA
First line of address
315 N. FRONT STREET/PO BOX
Second line of address
City or Post Office
HARRISBURG
State ZIP Code
REGISTER O~=S USE ~LY
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DATI~FILED `^~
PA 17108-0741
Correspondent's a-mail address: I t i n t n e r@ b t p a l a w. C 0 m
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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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
~~~ ~ C ~ _ ~ ELIAS N. COTSARELIS ~ ~- a a(~,Qg-
ADDRESS
3817~QPPER KEnI F I?^~..~. CAMP HILL. PA 17011
PREPARER
LEONARD TINTNER ESQUIRE
315 N. FRONT STREETlPO BOX 741 ,HARRISBURG, PA 17108-0741
DATE
Side 1
15056041147
15056041147
J
15056042148
REV-1500 EX
Decedent's Social Security Number
oeceaenYs Name: HELEN C O T S A R E L I S 17 6 3 4 8 3 5 6
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.
167,342.24
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5.
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested............ 6. 3 2 , 5 6 2 . 4 3
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested............
7, 9 7 , 19 4 9 7
8. Total Gross Assets (total Lines 1-7) ..................................................................... g. 2 9 7, 0 9 9. 6 4
26,465.54
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. 2 6 . 4 6 5 . 5 4
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... . 12.
270,634.10
13. Charitable and Governmental Bequests/Sec 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.
270,634.10
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 .00 15 6 , 9 2 9 . 2 3 15.
16. Amount of Line 14 taxable 1 1 3, 7 0 4. 8 7 16
at lineal rate X .045 .
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 Q 0 Q 18.
19. Tax Due ................................................ ................................................................. . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
0.00
5,116.72
0.00
0.00
5,116.72
Side 2
15056042148 15056042148
Rev-7508 EX+(6~8)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TA% RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
COTSARELIS, HELEN 21-08-0599
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly4wned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 MID PENN BANK -SAVINGS ACCOUNT #9004146 1,418.12
2 INTEGRITY BANK -CERTIFICATE OF DEPOSIT #0001017582 87,971.28
3 MEMBERS 1ST FEDERAL CREDIT UNION -SAVINGS ACCOUNT #240597-00 2,483.49
4 PNC BANK -CHECKING ACCOUNT #5140175884 2,196.66
5 STERLING FINANCIAL CORPORATION -SAVINGS ACCOUNT #21501812 3,170.93
6 STERLING FINANCIAL CORPORATION -CERTIFICATE OF DEPOSIT #9150001834 70,101.76
TOTAL (Also enter on Line 5, Recapitulation) I 167,342.24
(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-7509 EX+(g-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
COTSARELIS, HELEN 21-08-0599
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. NICHOLAS COTSARELIS 904 WILLCLIFF DRIVE Son
Mechanicsburg, PA 17055
B
C.
JOINTLY OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
ALUE OF ASSE % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 A 2/3/2004 MEMBERS 1ST FEDERAL CREDIT UNION 65,124.85 50.000% 32,562.43
- CERTIFICATE OF DEPOSIT #240597-40
TOTAL (Also enter on Line 6, Recapitulation) 32,562.43
(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 F (Rev. 6-98)
Rev-1510 EX+ (g~8)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
COTSARELIS, HELEN 21-08-0599
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.
ITEM
NUMBER
INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH
VALUE OF ASSET %OFDECD'S
INTEREST EXCLUSION
(IF APPLICABLE) TAXABLE
VALUE
1 COMMERCE BANK -CERTIFICATE OF DEPOSIT 97,194.97 100.000 0.00 97,194.97
#303122
TOTAL (Also enter on Line 7, Recapitulation) I 97,194.97
(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 G (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
COTSARELIS, HELEN 21-08-0599
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
1. 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 BOSWELL, TINTNER, PICCOLA
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant ELIAS N. COTSARELIS
Street Address 3817 COPPER KETTLE ROAD
City Camp Hill State PA Zip 17011
Relationship of Claimant to Decedent SpOUSe
12,016.02
0.00
10,000.00
3,500.00
4. Probate Fees 614.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Other Administrative Costs 335.52
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 26,465.54
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (BA8)
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
COTSARELIS, HELEN 21-08-0599
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (8.98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
COTSARELIS, HELEN 21-08-0599
ITEM
NUMBER DESCRIPTION AMOUNT
1 BOSWELL, TINTNER 8~ PICCOLA -REIMBURSEMENT POSTAGE, PHOTOCOPY 50.00
FEES
2 CUMBERLAND COUNTY REGISTER OF WILLS -SHORT CERTIFICATES 12.00
3 CUMBERLAND LAW JOURNAL -ADVERTISE ESTATE 75.00
4 THE SENTINEL -ADVERTISE ESTATE 198.52
Subtotal
335.52
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98)
REV•1513 EX+ (9-00)
SCHEDULE J
COMMNHERITANCEOTAX RETURLN ANIA BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
VU 1 JAKtLI,, F1tLtN 21-08-0 599
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Tnistee s
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
ELIAS N. COTSARELIS Husband 100% OF
3817 COPPER KETTLE ROAD RESIDUE
CAMP HILL, PA 17011
GEORGE COTSARELIS Son BENEFICIARY
PA OF CD AT
COMMERCE
BANK
NICHOLAS COTSARELIS Son JOINT
904 WILDCLIFF DRIVE CERTIFICATE
Mechanicsburg, PA 17055 OF DEPOSIT -
MEMBERS 1ST
Total
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropr iate, on Rev 1500 cove r sheet
II. 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 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98)
~Oop~
LAST WILL AND TESTAMENT
OF
HELEN COTSARELIS
Introductory Clause. I, HELEN COTSARELIS, a resident of and domiciled in
Camp Hill, County of Cumberland and Commonwealth of Pennsylvania, do hereby
make, publish and declare this to be my Last Will and Testament, hereby revoking all
Wills and Codicils at any time heretofore made by me.
I am married to ELIAS N. COTSARELIS.
I have three living children: NICK COTSARELIS of Mechanicsburg,
Pennsylvania, GEORGE COTSARELIS of Berwyn, Pennsylvania and FRAN
(FRANCIS) COTSARELIS KANEALY of Louisville, Kentucky.
ITEM I
Direction to Pa~Debts. I direct that all my legally enforceable debts, secured and
unsecured, be paid as soon as practicable after my death.
ITEM II
Direction to Pay All Taxes from Residuary Estate. I direct that all estate,
inheritance, succession, death or similar taxes (except generation-skipping transfer taxes)
assessed with respect to my estate herein disposed of, or any part thereof, or on any
bequest or devise contained in this my Last Will (which term wherever used herein shall
include any Codicil hereto), or on any insurance upon my life or on any property held
jointly by me with another or on any transfer made by me during my lifetime or on any
other property or interests in property included in my estate for such tax purposes be
paid out of my residuary estate and shall not be charged to or against any recipient,
beneficiary, transferee or owner of any such property or interests in property included in
my estate for such tax purposes.
ITEM III
~ecific Devise of Residential Property. I give and devise to ELIAS N.
COTSARELIS, if he shall survive me, any interest which I own at the time of my death
real estate and dwelling in New Avorani and Agrinion, Greece. If he shall not survive
me, then I give and bequeath said property to the surviving issue per stirpes of Elias N.
Cotsarelis.
Page 1
ITEM IV
Outright Gift of All Property to Husband Contingent Gift to Issue. I give, devise
and bequeath all the rest, residue and remainder of my property of every kind and
description (including lapsed legacies and devises) wherever situate and whether
acquired before or after the execution of this Will, absolutely in fee simple to my
husband, ELIAS N. COTSARELIS, if he shall survive me. If he shall not survive me,
then I give, devise and bequeath all of the property to my surviving children in equal
shares, provided, however, the then living issue of a deceased child of mine shall take
per stirpes the share their parent would have taken had he or she survived me.
ITEM V
Naming the Personal Representative Personal Representative Succession,
Personal ReRresentative's Fees and Other Matters. The provisions for naming the
Personal Representative, Personal Representative succession, Personal Representative's
fees and other matters are set forth below:
(1) Naming an Individual Personal Representative. I hereby nominate,
constitute, and appoint as Personal Representative of this my Last Will and Testament
ELIAS N. COTSARELIS and direct that he shall serve without bond.
(2) Naming Individual Successor or Substitute Personal Representative. If my
individual Personal Representative should fail to qualify as Personal Representative
hereunder, or for any reason should cease to act in such capacity, the successor or
substitute Personal Representative who shall also serve without bond shall be NICK
COTSARELIS.
(3) Fee Schedule for Individual Personal Representative. For its services as
Personal Representative, the individual Personal Representative shall receive reasonable
compensation for the services rendered and reimbursement for reasonable expenses.
ITEM VI
Definition of Personal Representative. Whenever the word "Personal
Representative" or any modifying or substituted pronoun therefor is used in this my Will,
such words and respective pronouns shall include both the singular and the plural, the
masculine, feminine and neuter gender thereof, and shall apply equally to the Personal
Representative named herein and to any successor or substitute Personal Representative
acting hereunder, and such successor or substitute Personal Representative shall possess
Page 2
all the rights, powers and duties, authority and responsibility conferred upon the Personal
Representative originally named herein.
ITEM VII
Powers for Personal Representative. By way of illustration and not of limitation
and in addition to any inherent, implied or statutory powers granted to Personal
Representatives generally, my Personal Representative is specifically authorized and
empowered with respect to any property, real or personal, at any time held under any
provision of this my Will: to allot, allocate between principal and income, assign,
borrow, buy, care for, collect, compromise claims, contract with respect to, continue any
business of mine, convey, convert, deal with, dispose of, enter into, exchange, hold,
improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and
exercise options with respect to, take possession of, pledge, receive, release, repair, sell,
sue for, to make distributions or divisions in cash or in kind or partly in each without
regard to the income tax basis of such asset, and in general, to exercise all the powers in
the management of my Estate which any individual could exercise in the management of
similar property owned in his or her own right, upon such terms and conditions as to my
Personal Representative may seem best, and to execute and deliver any and all
instruments and to do all acts which my Personal Representative may deem proper or
necessary to carry out the purposes of this my Will, without being limited in any way by
the specific grants of power made, and without the necessity of a court order.
ITEM VIII
Discretion Granted to Personal Representative in Reference to Tax Matters. My
Personal Representative as the fiduciary of my estate shall have the discretion, but shall
not be required when allocating receipts of my estate between income and principal, to
make adjustments in the rights of any beneficiaries, or among the principal and income
accounts to compensate for the consequences of any tax decision or election, or of any
investment or administrative decision, that my Personal Representative believes has had
the effect, directly or indirectly, of preferring one beneficiary or group of beneficiaries
over others; provided, however, my Personal Representative shall not exercise its
discretion in a manner which would cause the loss or reduction of the marital deduction
as may be herein provided. In determining the state or federal estate and income tax
liabilities of my estate, my Personal Representative shall have discretion to select the
valuation date and to determine whether any or all of the allowable administration
expenses in my estate shall be used as state or federal estate tax deductions or as state
or federal income tax deductions and shall have the discretion to file a joint income tax
return with my husband.
Page 3
ITEM IX
Definition of Children. For purposes of this Will, "children" means the lawful
blood descendants in the first degree of the parent designated; and "issue" and
"descendants" mean the lawful blood descendants in any degree of the ancestor
designated; provided, however, that if a person has been adopted, that person shall be
considered a child of such adopting parent and such adopted child and his or her issue
shall be considered as issue of the adopting parent or parents and of anyone who is by
blood or adoption an ancestor of the adopting parent or either of the adopting parents.
The terms "child;' "children;' "issue;' "descendant" and "descendants" or those terms
preceded by the terms "living" or "then living" shall include the lawful blood descendant
in the first degree of the parent designated even though such descendant is born after
the death of such parent.
The term "per stirpes" as used herein has the identical meaning as the term
"taking by representation" as defined in the Pennsylvania Probate Code.
ITEM X
Definition of Words Relating to the Internal Revenue Code. As used herein, the
words "gross estate," "adjusted gross estate;' "taxable estate;' "unified credit," "state death
tax credit," "maximum marital deduction;' "marital deduction;' "pass;' and any other
word or words which from the context in which it or they are used refer to the Internal
Revenue Code shall have the same meaning as such words have for the purposes of
applying the Internal Revenue Code to my estate. For purposes of this Will, my
"available generation kipping transfer exemption" means the generation~skipping transfer
tax exemption provided in section 2631 of the Internal Revenue Code of 1986, as
amended, in effect at the time of my death reduced by the aggregate of (1) the amount,
if any, of my exemption allocated to lifetime transfers of mine by me or by operation of
law, and (2) the amount, if any, I have specifically allocated to other property of my
gross estate for federal estate tax purposes. For purposes of this Will if at the time of
my death I have made gifts with an inclusion ratio of greater than zero for which the gift
tax return due date has not expired (including extensions} and I have not yet filed a
return, it shall be deemed that my generation-skipping transfer exemption has been
allocated to these transfers to the extent necessary (and possible) to exempt the
transfer(s) from generation-skipping transfer tax. Reference to sections of the Internal
Revenue Code and to the Internal Revenue Code shall refer to the Internal Revenue
Code amended to the date of my death.
Page 4
ITEM XI
Statement by Testatrix of Intent Not to Exercise Power of Aynointment. I hereby
refrain from exercising any power of appointment that I may have at the time of my
death.
ITEM XII
Simultaneous Death Provision Presuming Beneficiary Predeceases Testatrix. If
any beneficiary and I should die under such circumstances as would make it doubtful
whether the beneficiary or I died first, then it shall be conclusively presumed for the
purposes of this Will that the beneficiary predeceased me.
Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set my hand
and affixed my seal this ~ day of April, 1997.
-;gip-(!~1.. ~~.C~~SEAL)
HELEN COTSARELIS
Attestation Clause. The foregoing Will was this day of April, 1997, signed, sealed,
published and declared by the Testatrix as and for her Last Will and Testament in our
presence, and we, at her request and in her presence, and in the presence of each other,
have hereunto subscribed our names as witnesses on the above date.
_ of ,-~i~l ~ _
of ~ A (1
Page 5
PROOF OF WILL
Commonwealth of Pennsylvania
.vim'=t-f~- ~-
County of
Self-Proving Affidavit
We, HELEN COTSARELIS, and Leonard Tintner
Denise L. Foster and Carol A. Ely ,the Testatrix and 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 Last Will and that she had signed willingly (or willingly directed
another to sign for her), 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, and in the presence of each other, signed the Will as witness and to the best of
our knowledge the Testatrix was at that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
Witness
Subscribed, sworn to, and acknowledged before me by HELEN COTSARELIS, the Testatrix
and subscribed and sworn to before me by Leonard Tintner ,
Denise L. Foster and Carol A. Ely ,witnesses, this 2nd day of
April, 1997.
~ -.~, ~
-(Seal)
Notary Public for Pennsylva~ is
My Commission Expires: /~_~~j7~~'
~~,~,_ _
C ~ ~~ST
Page 6 5~~'~`,~-~
a `!~~
~CJi(!.'z~3tiDC~f F4a ~.si3V,, ~t y`; e..'3u~"il'd $!
.,~ ..................~..,..~.....~...-..,a.-...~...'
June 30, 2008
Denise Foster
Boswell, Tintner, Piccola & Alford
315 N Front St PO Box 741
Harrisburg, PA 17108-0741
RE: Estate of: Helen Cotsarelis
Tax Identification Number: 176-348356
Date of Death: April 20, 2008
To Whom It May Concern:
Commerce
Bank
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: 6 Month CD
Account Number: 303122
Date Opened: October 24, 2007
Primary Owner: Helen Cotsarelis
Primary Beneficiary: George Cotsarelis
Date of Death Bafance: $97,194.97
Accrued Interest: $344.38
Principal Balance: $96,850.59
YTD Interest: $1,455.48
Interest on Date of Death: 4.64%
Please feel free to contact me at (717) 412-6127 if I may be of further assistance.
Sincerely,
Cindy Shultz
Support Associate/Deposit Services
Commerce Bank Commerce Bank /Harrisburg, N.A.
PO Box 4999
3801 Paxton Street
Harrisburg, PA 17111-0999
commercepc.com
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TDDIAV TD DISPLAY AVAILABLE BANR 1878
( F9D }
ACCOUNT NUMBER 0001017562 BRANCH 0001 TYPE 0009 12 - 23 NONTM CD
TITLE HELEN COTSARELIS STATUS ACTIVE
DATE OPENED 09/17/07 LAST DEP09IT DATE/AMOUNT 09/17/07 85,000.00
ENTER Y P'OA DETAIL CURRENT BALANCE 87,971.28
( N ) TOTAL HOLDS .00
i TODAY'5 ACTIVITY .00
~ ATM ACTIVITY TODAY .00
~ ~ TELLER TERMINAL ACTIVITY TODAY .00
~ ACCRUED INTEREST 236.56
~~
~
~
~' PENDING ACCROAL9 .00
•, i
~ ~ (
I { ~ A ) tTNP05TED ITEMS TODAY .00
~I i ~ ~; .~~ CONTINGENCY 11ITHHOLDING .00
,•• ~ L'
;~'
i AVAILABLE BALANCE 2,971.28
( N ) ADD SPECIAL IASTRUCTIONS OR HEMO POST TRANSACTIOAS
IISE TDSAIN TO VIEW STANDARDS FOR CALCULATING AVAILABLE BALANCE.
G/S 6066026GTG lung A~?.Iba~uI ydy G£ ~ 00 LO-unf-8002
` TDREST TD REQUEST STATEMENT BANK 1876
( LST ~
ACCOUNT NUMBER 00 01017582 TITLE HELEN COTSARELIS
PREVIOUS STATEMEN T BALANCE .00 DATE LAST STATEMENT 00/00/00
PLUS DEPOSITS AND CREDITS 87,971.28
LESS W ITHDRAWAL S AND DEBITS .00
CURRENT STATEMENT BALANCE 87,971.28
EEF DATE POST DT IRA TC AMOUNT DESCRIPTION ITEM SEQII$NCE NBR
05/17/08 05/16 00 17 371.94 INTEREST PAYMBNT 060-060-001-002517
04/17/06 09/17 00 17 382.66 INTEREST PAYMBNT 060-060-001-000802
.03/17/08 03/17 00 17 356.51 INTEREST PAYMENT 060-060-001-000725
02~/17/0B 02/15 00 17 379.43 INTEREST PAYMENT 060-060-001-003323
.,01/17/08 01/17 00 17 378.27 INTEREST PAYMENT 060-060-001-000690
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~','?I, 10/17/07 10/17 00 17 361.89 INTEREST PAYMENT 060-D60-001-000710
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HELEN COTSARELIS SSNJTAX LD 176348356 S
3817 COPPER K14TTLE ROAD HONE PHONE 717-737-4189
CARP HILL PA 17011-1420 DAY PHONE 717-737-9189
1. PRIMARY ONNER HELEN ~COTSARELSS
2. PRIMARY BENEF FRZAN "COTSARELIS
3. NO DESC IMAGE 0001000002283400
( ) ENTER THE NDMBER OF THE CUSTOMER OR APPLICATION TO ACCESS
606~0Z6GTG dung B~t.~ba~uI yd~l L£' 00 GO-unt-8002
St
MEMBERS 1St
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/ Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CERTIFICATES OF DEPOSIT:
Account Number/Suffx
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
240597-00
02/03/2004
$2,482.20
$1.29
$2,483.49
None
240597-40
02/03/2004*
$65,000.00
$124.85
$65,124.85
Nicholas Cotsarelis
02/03/2004
`Purchased by transfer of funds from 240597-00.
Estate of: HELEN COTSARELIS
Date of Death: April 20, 2008
Social Security Number: 176-34-8356
BERS 1ST FEDER CRyE~DI~TUNION
• 1...XJ1~
arnelle A. line
Insurance Services Specialist
August 21, 2008
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283--2328 wwwmemberslst.org
~ /Yf'~
MID PENN K
Making things happen for you.
June 24, 2008
Boswell, Tintner, Piccola & Alford
Denise L. Foster
315 North Front Street
PO Box 741
Harrisburg, PA 17108-0741
Dear Denise Foster,
This letter is in response to your request for information regarding an account for Helen
Cotsarelis.
Exact Account Title -Helen Cotsarelis
Date Account Opened - Apri107, 2000
No changes of account ownership or registration since account opening
Interest Rate .25°./0
No withdraws within sixty days of the date of death
Death Balance $1,418.12
Interest Accrued $1.70
Should you have any questions or concerns please contact me at 717-761-2480.
/.
f
r
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/. ~ '
ana 'McGuire
Branch Manager
Carlisle Pike Office
Member FDIC
Corporate Headquarters: 349 Union Street, Millersburg, PA 17061 • (717) 692-2:133 • www.midpennbank.com
Print Page 1 of 2
Savings 9004146 -HELEN COTSARELIS
Rel Birthdate Phone Tax
Identification
[01] HELEN COTSARELIS P ********** ********** **********
3817 COPPER KETTLE ROAD
CAMP HILL PA 17011
Tax Name: [1] HELEN COTSARELIS
Summary
Memo Ledger Balance: $1,418.12 Last Deposit Oct 22, 2007: $324.82
Memo Available Balance: $1,418.12 Last Withdrawal Sep 17, $6,000.00
2007:
Current Ledger Balance: $1,418.12 Date Opened: Apr 07, 2000
Current Available Balance: $1,418.12 Transfer Minimum Balance: $0.00
Interest Balance: $1.70 Transfer Maximum Balance: $0.00
Current Effective Rate: 0.2500%
Interest
Current Accrued Interest: $1.70 Current Effective Rate: 0.2500%
Date Accrued Through: Jun 23, 2008 Deposit Rate Index: j23] STATEMENT SAVINGS
Date Next Interest: Compounding Code: Simple
Interest Payment Frequency: Cycle Date Reg DD Compound Interest Frequency
Frequency:
Interest Cycle: [79] Jun 30, Dec 31 Interest Reporting Code: Reportable
Interest Payment Method: Compound Withholding Code: No Withholding
Days Into This Period: 175 Rate Change Frequency: None
Previous Accrued Interest: $1.69 Rate Change Method: [I] Rate Index
Last Interest Dec 31, 2007: $4.18 Maturity Rate Method: Current Rate
Balance Last Interest: $1,418.12
Net Interest Adjustment: $0.00
Monthly Minimum Balance: $1,418.12
Average Monthly Minimum $1,418.12
Balance:
Months Minimum Balance: 5
Rate
Date Balance Type Rate Structu re Rate Tier Amount Rate
Jan O1, 2008 Available [1] Tiered Rate $100.00 0.2500%
Service Charge
Date Last Service Charge: May 30, 2008 Service Charge Code: 31
Average Ledger Balance: $1,418.12 Service Charge Cycle: [30] Month-End
Average Available Balance: $1,418.12 Charge To Account: Not Transferred
Average Monthly Minimum $0.00 Waiver Service Charge Code: [O]
Balance:
Months This Period: Waiver Sales Tax: Waive Sales Tax
Monthly Minimum Balance: $1,418.12
Days Into This Period: 24
Date Minimum Balance: Jun 02, 2008
Minimum Balance: $1,418.12
Charge
http://10.0.0.75/SAV_SAV 1 151 /SAV 1151.ASPX?Action=QUICKPRINT&XMLGuid=E9... 6/24/2008
vu ~. L7. tvvo i i : v7nivi riu~ nnivn 41 L'!U7'L f41
~ PNCBANC
The Thiaktag 6chlnd The Money
]uly 29, 2008
Denise L Foster
Attorney at Law
315 N lrrom St
POBox741
Harrisburg, PA 17I0$-7172
ItE: Holm cotsarclis
SSN:176-3483 ~6
DOD: 0420-2008
Dear Ms. Foster.
No, 8161 P. 1
In response to your request for Date of Beath balances for the customer noted above, our
records show the following:
Checking Account
Account # 5140175884 Established 03-04.1991
HELEN COTSARELIS
DOD balance: $ 2,I9b.57 + 0.09 accrued interest
Interestpaid of-oi-loos thru 04-2o-zoos a o.07 ~
Please note that this office only provides date of death balances far deposit accounts
(IlZAs, CDs. Checking and Savings accounts). We do not praeeas any 13nAneial
tranaactiona ar provide statements. If you coed assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762 2265) or stop by your local PNC Bank branch
o~co.
Sin erely,
ULiG. u~.P/tca~~.
Lori Robertson
1-800-762-1775
P7 PFSC-04-F
500 First Ave
Pittsbtugb, PA 15219
Member FDIC
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