HomeMy WebLinkAbout12-15-08J 15056051058
REV-1500 EX (06-05)
OFFICIAL USE ONLY
PA Department of Revenue
County erode Year
File Number
Bureau of Individual Taxes ~,,,.
INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 0~~ d~ Uo2 7~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
216-16-5122 02/02/2008 10/25/1915
Decedent's Last Name Suffix Decedent's First Name MI
Baty Eleanor Y
(if Applicable) Enter Surviving Spouse's Information Bel ow
Spouse's Last Namf: Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN 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
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
Heather D. Royer, Esq. (717; 234-24Q-~ ~'
Firm Name (If Applicable) -. .~ .-~
REGISTER OF LS USE rY i ~ ' _~
~
Smigel, Anderson & Sack ~~ c-~ "
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First line of address ;-,
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4431 North Front St. `'t"'> {.- -' '"
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Second line of address -Y~
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Third Floor ' ::~ ~ ~~~'=° ~~~>
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City or Post Office
DATE FILED tT
State ZIP Code - - r7
Harrisburg PA 17110
Correspondent's a-mail address: hfoyer@SBSIIp.COm
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.
SIG URE OF PERSON RE~APONSIBLE FOR I~LING RETURN DATE
.1~i~-/~i.~~1"/,ll/lilf~-L~~/7„ / 2 / ~ ~ s/
AD[IIQE~ L W ~!r ~/~E~ w!/- l [ LV W
SIGN,~T jRE OF PRE ER R THAN REPRESENTATIVE DATE
FORM
15056051058
Side 1
:(5056051058
J
15056052059
REV-1500 EX
De'cedent's Social Security Number
Eleanor Y Baty
Decedent's Name:
216-16-5122
RE
CAPITULATION ~.. _.
1. Real estate (Schedule A) . ......................................... ... 1.
2. Stocks and Bonds (Schedule B) .................................... ... 2. 240,770.06
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3.
4. Mortgages & Notes Receivable (Schedule D) .......................... ... 4.
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ...... .. 5. 14,089.00
6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. 4,468.50
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested...... .. 7. 30,773.21
8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 290,100.77
9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 16,843.64
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 15,862.14
11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 32,705.78
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 257,394.99
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13. 20,000.00
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 237,394.99
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 .0_ 15.
16. Amount of Line 14 taxable
at lineal rate x .0 45 237,394.99 16. 10,682.77
17. Amount of Line 14 taxable
at sibling rate X .12 17,
18. Amount of Line 14 taxable
at collateral rate X .15 1g_
19. TAX DUE ....................................................... ..19. 10,682.77
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
;`~;
15056052059 Side 2
L 15056052059
REV-1500 EX Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
Eleanor Y Baty
216-16-5122
__
STREET ADDRESS
1000 Claremont Road
CITY
Carlisle STATE
PA ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments 11,000.00
C. Discount 578.93
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest 88.19
E. Penalty
Total InteresUPenalty (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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enier the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5g)
Make Check Payable to: REGISTER OF WILLS, AGENT
10,682.77
11,578.93
88.19
807.97
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 :................................................................................... ...... ^
b. retain the right to designate who shall use the property transferred or its income :..................................... ...... ^
c. retain a reversionary interest; or .................................................................................................................... ...... ^
d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ........................................................................................................ ...... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death'' ........ ...... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................................. ...... ^K ^
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. §9116 (a) (1.1) (ii)]. The statute does not exempt 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)]. Asibling 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-1503 EX+ (6-98) ~
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eleanor Baty a/k/a Eleanor Young Baty a/k/a Eleanor Y. Baty 2008-00273
All property jointlyowned with right of survivorship must be disclosed on Schedule F.
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Eleanor Baty a/k/a Eleanor Young Baty a/k/a Eleanor Y. Baty 2008-00273
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.
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98) ,
. ~ a SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA I JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eleanor Baty a/k/a Eleanor Young Baty a!k/a Eleanor Y. Baty 2008-00273
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
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
~ ~ A' 08109102 Fifth Third Bank Checking Account #30121495 4,569.81 50 2,284.91
2 A. 12/0185 Fifth Third Bank Savings Account #17338796 2,536.11 50 1,268.06
3. A. 01107/0;3 PNC Bank Savings Account #5003696456 1,831.06 50 915.53
TOTAL (Also enter on line 6, Recapitulation) ~ 5 4,468.50
(If more space is needed, insert additional sheets of the same size)
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
REV-1510 EX+ (6-98)
Y
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DF_CEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Eleanor Baty a!k/a Eleanor Y. Baty a/k/a Eleanor Young Baty 2008-00273
This schedule must be completed and filed if the answer to any of questions t through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLJDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENTAND
'HE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
°~~ OF DECD'S
INTEREST
EXCLUSION
QF APPLICABLE)
TAXABLE
VALUE
~ ~ Certificate of Deposit/IRA w/Fifth Third Bank #0430500429153 2
779.70 100 0
00 2
779
70
Anna K. Baty, Beneficiary , . ,
.
2. IRA w/Raymond James Financial Services, Inc. #62433918 27,993.51 100 0.00 27,993.51
Anna K. Baty, Beneficiary
TOTAL (Also enter on line 7 Recapitulation) $ I 30,773.21
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eleanor Baty a/k/a Eleanor Young Baty a/k/a Eleanor Y. Baty 2008-00273
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~ ~ Hoffman-Roth Funeral Home 8,192.80
2. Preacher for funeral 150.00
3. Carlisle Memorial Service, Inc. - Re: Gravestone 1,475.00
a. Jewelry for funeral 93.28
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
Year(s) Commission Paid:
2. Attorney f=ees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
~. Cumberland Law Journal
a. The Sentinel
Zip
Zip
5,000.00
360.00
1,000.00
315.00
75.00
182.56
TOTAL (Also enter on line 9, Recapitulation) $ 16,843.64
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Eleanor Baty a/k!a Eleanor Young Baty a/k/a Eleanor Y. Baty 2008-00273
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
"~ ~ ~' SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eleanor Baty a/k/a Eleanor Young Baty a/k/a Eleanor Y. Baty 2008-00273
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
t TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 ~ Anna Katherine Baty, 7 Heritage Court, Carlisle, PA 17013 Daughter 100%
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 ~ Church of Christ, 695 Berkshire Lane, Cincinnati, Ohio 45220 10,000.00
2~ Pottters Childrens Orphanage, Bowling Green, Kentucky 42101 10,000.00
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 20000.00
(If more space is needed, insert additional sheets of the same size)
i :~
r + _.
LAST WILL AND TESTAMENT ~ _~:-.,
OF
ELEANOR BATY . .
~:
I, ELEANOR BATY, of Hamilton County, Ohio, being of sound mind a,nd disposing
memory, do hereby make, publish, and declare this my Last Will and Testament, revoking
all former Wills, Testaments and Codicils heretofore made by me. '`~~'
ITEM I. Payment of Debts, Taxes and Expenses
I direct my Executrix to pay from the residue of my estate all of my just debts, costs
of administration, and all inheritance, succession or estate taxes that may lawfully be levied
by reason of my death upon the inheritance of, succession to, or transfer of all property
used in the tax computations under the terms of any such tai; laws, together with all
interest on any such taxes. No such tax or interest shall be charged by my Executrix
against the share of the principal or income of any surviving joint tenant, donee, legatee,
devisee, or insurance beneficiary, so long as the funds or propert}~ are sufficient to pay the
same.
ITEM II. Personal Household Goods & Residence
I devise and bequeath all of my personal effects and bf~longings, furniture and
household furnishings and goods, including any automobiles owned by me at the time of
my death, together with interest which I may own in real property, used by me as a
residence at the time of death, to my husband, CLYDE BATY, if he survives me. If he
does not survive me, such real property shall pass with the residue of my estate and such
of my personal effects and belongings, furniture, household goods, and automobiles shall
pass with the residue of my estate, unless a specific bequest is made with respect to any of
those items.
ITEM III. Residue to Husband
I devise and bequeath all the rest, residue and remainder of my estate of
whatsoever nature and kind and wheresoever situate to my husband, CLYDE BATY, if he
survives me. If my husband, CLYDE BATY, and I shall die under such circumstances that
there is not sufficient evidence to determine the order of our deaths, or if he shall die within
a period of six months after the date of my death, then all bequests and devises made
herein to or for his benefit shall be void; and my estate shall be administered and
distributed in all respects as though my husband, CLYDE BATY, had not survived me.
Initials ~`~ :'~
-1-
ITEM IV. Residuary Disposition
If my husband, CLYDE BATY, fails to survive me, I give, devise and bequeath the
sum of TEN THOUSAND ($10,000.00) DOLLARS to the CHURCH OF CHRIST, 695
Berkshire Lane, Cincinnati, Ohio 45220, and I give, devise and bequeath the sum of TEN
THOUSAND ($10,000.00) DOLLARS to POTTERS CHILDRENS ORPHANAGE, Bowling
Green, Kentucky 42101. The rest, residue and remainder of my estate of whatsoever
nature and kind, and wheresoever situate, I give, devise and bequeath to my daughter,
ANNA KATHERINE BATY, 129 E. Yellow Breeches, Road, Carlisle, Pennsylvania 17013.
In the event that my daughter, ANNA KATHERINE BATY, should not survive me, then I
direct that her share be divided equally among her heirs, if there be any. If there are no
heirs, then t direct that the rest, residue and remainder of my e~;tate is to be divided as
follows
If there are no heirs, then I direct that the rest, residue and remainder of my estate is
to be divided as follows. I give, devise and bequeath the sure of TEN THOUSAND
($10,000.00) DOLLARS to my brother, HERBERT BOWLES, 1138 Plum Springs Road,
Bowling Green, Kentucky 42101. The balance of my estate i:s to be divided equally
between the CHURCH OF CHRIST, 695 Berkshire Lane, Cincinnati, Ohio 45220 and the
POTTERS CHILDRENS HOME, 2350 Nashville Road, Bowling Green, Kentucky 42101.
ITEM V. Appointment of Executrix
I hereby nominate and appoint my daughter, ANNA KATHERINE BATY, to serve as
Executrix of this my Last Will & Testament and to serve without Mond.
ITEM VI. Powers of Executrix
I hereby grant my Executrix, or her substitute or successor, full power and authority
exercisable in her sole discretion and without proceeding in any court, to do all things in
respect to my property or estate as fully as I could do if still living, including, but not limited
to, the sale of any real property in which I have an interest at the time of my death.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and
Testament this _~_ day of August, 2002.
ELEANOR BATY
Initials ~` ~ :!~'~,.
-2-
Signed and acknowledged by ELEANOR BATY as and for her Last Will and
Testament, in our presence and by us signed as witnesses at her rl~quest, in her presence,
and in the presence of each other, on the day and year last above written.
/,~, , ,
r ! rn
Print Name
Address y )/
,~
Date (,(..~f~,.~ ~ ~' a /~~; ~~,
* , ~ ~l~r t~ s'~ ~_ ~~ ti~ ~}- a_ r~ tel. ~~ ~a ~~ ~=~
`Print Name
A:) /~-) i ~~d ~ ' 7 I i vL ~ ~ ~.1 1>~ ~' r3L ~~ ~~ r 1'-i ! l
Address t ,_....._ r
~-~;
Date ~ M- ~~~ ~-- ~ :~.;
STATE OF OHIO )
SS:
HAMILTON COUNTY )
Subscribed, sworn to and acknowledged before me by Eleanor; Baty, the Testatrix
and subscribed and sworn to before me by f~~~~l~~~)~~ i'~"~ t~~
and ;;'" ~_~~~-; ~;~~~,~,,~' ,witnesses, this ~_ day of August, 2002. ;~
This instrument prepared by:
Thomas R. Schoenfeld, Esq.
Deters, Benzinger & LaValle, P.S.C.
Suite 950, 125 E. Court Street
Cincinnati, Ohio 45202
513/241-4110
Q:\Users\Trs1WILLS, ETC\Baty Eleanor Will 8-5-02.doc
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Initials ~....- i?
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419 Village Dive Tel 717-258-4363
Suite 1 Fax 717-258-4492
Carlisle, PA 17015 Toll Free 80C-348-1776
October 23, 2008
Joanne A. Bradley
Smigel, Anderson & Sacks LLP
4431 North Front Street
Harrisburg, PA 17110-1709
RE: Eleanor Baty, Deceased
Date of Death: February 2, 2008
SS#: 216-16-5122
Dear Ms. Bradley:
""1 smith barney
This letter is in response to your request for information concerning accounts
held for Eleanor Baty.
At the time of her death her account was held at Raymond James Financial
Services, Inc. at which you know I am no longer affiliated with. The accounts
held there were as follows:
Account # 62433918, IRA Rollover titled Eleanor Baty, Anna K.
Baty, POA. Account open date was 91 /24/07. ~~ ~ 9~ 3 5'I
Account # 12501976, Individual titled Eleanor E3aty, Anna K. Baty,
POA. Account open date was 02/28/05. ~ a~fa ~~ p p~
Accounts held here at Smith Barney as follow:
Account # 73H-01110-18, Estate account opened for Eleanor Barty,
Anna K. Baty, Execs. Account opened 05/19/08.
Was the Date of Death information supplied previously? If not we will need a
copy of the February statement from Raymond James.
If you have any further questions, please contact me at 717-:258-4363 or 419
Village Drive, Ste 1, Carlisle, PA 17015.
Sincerely,
`. %
/ __--
C /'f
John . Carbaugh
Vice President -Wealth Management
Financial Advisor
Citigroup Global Markets Inc.
The information set forth was obtained from sources which we believe reliable but we do not guarantee its accuracy or completeness.
Neither the information nor any opinion expressed constitutes a solicitation by us of the purchase or sale cif any securities.
Mav, 1. 2008 ~;42PM PNC BANK 4i2-705-2747
~ PNCBANC
The Thinring Behlnd The Money
May 1, 2008
Smigel, Anderson & Sacks LI.p
Joanne Bradley
4431 N Front St
Harrisburg, PA 17110
li.E: Eleanor Baty (Deceased)
SSN: 216-16-5122
DOD: 02-02-2008
Dear Ms. Bradley:
No, 3783 P. 1/1
In response to your rcquest for Date of Death balances for the customex noted above, our
records show the following:
Se~vings Account
Account # 5003696456 Established 01-07-2003
ELEANOR YOUNG BA~IY
ANNA K BATY
DOD balance: $1,830.84 + 0.22 accrued interest
Please note that thus office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any 5nancial
transactions or provide statements. If you need assistance with any of these items,
pJcasc call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office_
Sincer ,
~~'" (J~.
Colleen Crowder
1-800-762-1775
P7-PFSC-04-P'
S00 First Ave
Pittsburgh, PA 15219
Member 1~ DIC
Page 1 of 1
-l~J.~.'~'_
FIFTH THIRD BAI~IK
October 30. 2008
To Wh~~m It May Concern:
Eleanor ~" Baty, who passed away on February 2, 2008, had accounts with Fifth Third Bank.
'i hese accounts are as follows:
• A checking account
Accuunt# 3(?J 21495
Opened 8;'9!2002
Joint with Anna K Baty
Balance as of date of ~1;;wtn::~~},569.81
,~. srvuigs account
Account#t 17338?96
Opened 12/1/197
point ~~c~ith A)ina K Baty
}3alance as of date of death: $2,536.11
• .~ certifuatE of depositill2A
indi~•idual ~a~ith Anna K Baty as beneficiary
Balance as of date of death: $2;?79.?0 ($2,7GS.13 principal valaei$14.`~ accrued
interest]
Social Security Number: 216-16-5122
There is no safe bux o)) file for this customer.
If you have au}~ du:_ ~aions regar,~iing the c).)stumer or these accounts, plrasz call me or email
me. 'rliank vou.
Sincerely,
~;,
/
t
itc;;~i), Y~.nm.s_
,~ i~es)s+;d 1`ersu))al 13az:ke)
''worth College Hill Bt-'
Phone : (S13)SL1-4610
Email: robin.yu~~ng(z53.com
Anna Baty
CC~b`b1 C^d:'+=aLTH nF pEn1 r.15v LVi.N IA
oEP:.Arpn ENT GF REV ENIE
BUn^EAU OF IN^I'dcCU:.L YA c
DEPT. 250FC'
HF~F'~SBURG. P4 1 i 1 2~-060~
RECEIVED FROP~I:
BATY ANNA KATHERINE
7 HERITAGE COURT
CARLISLE, PA 17013
~ -------- r~~~
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
717 2
ACN
ASSESSMENT
CONTROL
NUMBER
p.2
REV~1161 EX(11-961
r,r
,w+r.
~~.
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a..
NC-. CD 009640 : i
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AMOUNT
....
..,,.
_,...
101 ~ S 1 1, 000.00
ESTATE INFORMATION: SSN: 215-16-5122
FILE NUMBER: 2108-0273
DECEDENT NAILIE: BATY ELEANOR
GATE OF PAYMENT: 05/01 /2008
POSTMARK DATE: 05/01 /2008
couNTY: CUMBERLAND
DATE OF DEATH: 02/02/2008
REMARKS:
CHECI<# 224178
SERI.
_-lv:
l
J~~~ih~~
TOTAL AMOUNT PAID:
INITIALS: AK
RECEIVED BY:
TAi!PAVER
S 1 1 , 000.00
GLENDA EARNER STRASBALJGH
REGISTER OF WILLS
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