HomeMy WebLinkAbout12-31-08 (2)15056041158
REV-1500 EX (06-05)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 21 08 0972
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
08062008 04017,913
Decedent's Last Name
BRANDY
Suffix Decedent's First Name
EDNA
MI
E
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
FILL IN APPROPRIATE BOXES BELOW
1. Original Return
^ 4 it
d E
t
Li
t
. a
m
e
s
e
6. Decedent Died Testate
(Attach Copy of Will)
^
9. Litigation Proceeds Received
MI
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)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
ELIZABETH P• MULLAUGH 717-237-5243
rv
^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 5. Federal Estate Tax Return Required
Firm Name (If Applicable)
f1CNEES WALLACE & NURICK LLC
First line of address
100 PINE STREET
Second line of address
P•0• BOX 1166
City or Post Office State ZIP Code
8. Total Number of Safe Deposit Boxes
^ 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
HARRISBURG PA 17108-1166
Correspondent's e-mail address: E M U L L A U G H a~ M W N• C O M
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 complete. Duration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
1D00 UPTOWN PARK
S
PINE STREET,
BLVD• #52 HO ON, TX 77
NAN REPRESENTATIVE /-- ---
NURICK LLC, B '
P•0- BOX 1166 ISBURG, P~
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041158 sMasa7sooo
DAT
171D8-1166
15056041158
J
J 15056042159
REV-1500 EX
Decedents Neme B R A N D T E D N A E
RECAPITULATION
1. Real estate (Schedule A) 1. D • D D
2. stocks and Bonds (Schedule B) .......................... 2. 2 3 9 9 5 • 5 6
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • 3. D • D D
4. Mortgages & Notes Receivable (Schedule D). 4. D , D D
5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) . 5. 2 4 0 518 • 9 4
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. D , D 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(:schedule G) ~ Separate Billing Requested 7. D • 0 D
8. Total Gross Assets (total Lines 1-7). 8. 2 6 4 514 • 5 ~
9. Funeral Expenses & Administrative Costs (Schedule H) . . 9. 9 0 D 8 • 9 ~
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) • 10. 16 D 7 • D 6
11. Total Deductions (total Lines 9 & 10) . 11. ], D 9 ], 6 . D 3
12. Net Value of Estate (Line 8 minus Line 11) . 12. 2 5 3 5 9 8 • 4 7
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) • 13• 0 • 0 D
14. Net Value Subject to Tax (Line 12 minus Line 13) 14. 2 5 3 5 9 8 , 4 7
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)x.o~ 0.OD
15.
0.00
16. Amount of Line 14 taxable
at linealratex.oli•5 243598.48 16. 10961.93
17. Amount of Line 14 taxable
at sibling rate X .12 D• O D 17• 0• D D
18. Amount of Line 14 taxable
at collateral rate X .15 10 O D O• D O
1 s.
15 D D• O D
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 12 4 61 • 9 3
20. FALL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042159 sMasasz.ooo 15056042159
REV-1500 EX Page 3
n,. ,..a....v. n.. ..1..~.. Arl.d~ecc•
File Number
ai. nA nq~a
DECEDENTS NAME
BRANDY EDNA E
STREET ADDRESS
CUf1BERLAND COUNTY
CITY
CARLISLE STATE ZIP
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit ~ • ~ ~
B. Prior Payments 1 ~ 616 • 2 5
C. Discount ~ • ~ ~
3. InteresUP~enalty if applicable
D. Interest ~ • ~ ~
E. Penalty ~ • ~ ~
(1> 12461 • 93
Total Credits {A + g + C) (2) 1 ~ 616 •2 5
Total InteresUPenatty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE
A. Enter the interest on the tax due.
(4) ~ • (] ~
(5) 1845.68
(5A)
•00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 18 4 5.6 8
Make Check Payable to: REGrSTER OFWll.1S, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income;
X
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? .
"
"
or payable upon death bank account or security at his or her death?
in trust for
3. Did decedent own an
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ ^
contains a beneficiary designation? . .
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 deal'h 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 (O) 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 deal:h 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 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.
6M4671 1.000
REV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS 8~ BONDS
FILE NUMBER
Edna E . F3randt 21 08 0972
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
)TEM VALUE AT DATE
NUMBER DESCRIP770N OF DEATH
7.2,196 Shares
Franklin U.S. Government Securities Fund - Class A 13,900.68
held at Franklin Templeton Investments in account
#110-10157352854
2 11,143.248 Shares
The Hartford U. S. Government Securities Fund - Y
3 W A 696 1.000
TOTAL (Also enter on fine 2, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
10,094.88
23,995.56
REV-1508 EX + (g-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF' FILE NUMBER
Edna E. Brandt 21 OB 0972
Include the proceeds of litigation and the date the proceeds were received by the estate.
A11 property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 3-`i, 000 Par
Waachovia Bank Certificate of Deposit #247412101812942 35,000.00
Interest accrued to 8/6/2008 37.31
2 35,011.78 Par
Wa.chovia Bank Certificate of Deposit #247412051198171 35,011.78
Interest accrued to 8/6/2008 76.99
3 11,000 Par
PNC Bank Certificate of Deposit #21001012536 11,000.00
Interest accrued to 8/6/2008 9.97
4 30,000 Par
PNC Bank Cetificate of Deposit #21001012812 30,000.00
Interest accrued to 8/6/2008 12.23
5 35,445.5 Par
PNC Bank Certificate of Deposit #31900325651 35,445.50
Interest accrued to 6/6/2008 20.77
6 36,,341.22 Par
PNC: Bank Certificate of Deposit # 31600285154 36,341.22
Interest accrued to 8/6/2008 9.20
7 PNC: Bank Checking Account #50-7007-7209 4,643.85
Interest accrued to 8/6/2008 0.29
8 PNC: Bank Performance Money Market Account #50-3006-4411 52,326.18
Interest accrued to 8/6/2008 38.84
9 Dia.kon Lutheran Social Ministries, refund 108.70
10 PNC Bank, interest check dated 08/36/2008 on Certificate
of Deposit #21001012812 79.99
11 PNC Bank, interest check dated 07/25/2008 on Certificate
of :Deposit #21001012536 24.94
12 Wachovia Bank, interest check dated 07/18/2008 on
Certificate of Deposit #24-741-205-1198171 115.55
13 Franklin Templeton Investments, dividend check dated
08/05/2008 56.00
Total from continuation schedules 159.63
TOTAL (Also enter on line 5, Recapil
3wasAD 7.000 (If more space is needed, insert additional sheets of the same size)
240,518.94
Estate of: Edna E. Brandt 21 08 0972
Schedule E (Page 2)
Item Value at Date
No. Description of Death
14 Franklin Templeton Investments, dividend check dated
07/31/2008 43.14
15 Capital Blue Cross, Refund of insurance premium 116.49
Total (Carry forward to main schedule) 159.63
REV-1511 EX+(1o-O6)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES 8~
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Edna E. Brandt 21 08 0972
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~ Malpezzi Funeral Home
funeral expense 190.32
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
Citv
Year(s) Commission Paid:
Zip
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1 PNC Bank
Check Printing Fee
'.Cotal from continuation schedules .
State
8,250.00
31.79
836.86
70TAL (Also enter on line 9, Recapitulation) ~ $ 9 , 306.97
~wasnc 1.000 (If more space is needed, insert additional sheets of the same size)
Estate of: Edna E. Brandt
Schedule H Part 7 (Page 2)
2 McNees Wallace & Nurick LLC
Costs:
Probate Fees $ 380.00
Legal Adv. 172.00
Travel Expense 5.26
Witness Fees 50.00
Short Certificates20.00
File Inventory 15.00
File PA Inh. Tax 15.00
Courier Service 25.41
Copy Expense 75.60
Postage Expense 76.89
21 OB 0972
836.86
Total (Carry forward to main schedule) 836.86
REV-1512 EX + (12-03)
SCHEDULEI
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
IN~~,~si~o+"t~roE EoE~RN MORTGAGE LIABILITIES, ~ LIENS
ESTATE OF FILE NUMBER
Edna E. Brandt 21 08 0972
Report: debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~~ Alexander Springs EMER Phys
medical services rendered 21.41
2 Continuing Care Rx
medical expense ~ 6.00
3 Cumberland-Goodwill Fire Rescue
medical services rendered 64.61
4 Cumberland Crossings
medical services rendered 1,264.76
5 Outstanding Checks:
PNC Bank Checking Account #50-7007-7209
Check #2233 S 91.10
Check #2234 125.10
Check #2235 34.08
250.28
TOTAL (Also enter on line 10, Recapitulation) $ 1 607.06
3W46AH 2.000 (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00 )
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
F. r1n~ R Rr~nr9t 01 r1R f10'70
RELATIONSHIP TO DECEDENT v AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1 TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Donald C. Brandt
1000 Uptown Park Boulevard #52
Houston, TX 77056
One Quarter of Residue: 60,899.62 Step-Son 60,899.62
2 Richard W. Stoner
19820 Gresham Street
Northridge, CA 91324
One Quarter of Residue: 60,899.62 Son 60,899.62
3 Donna Brandt
109 Westgate Drive
Mt. Holly Springs, PA 17065
One Quarter of Residue: 60,899.62 Step-Daughter 60,899.62
ENTER DOLLAR AMOUNTS FOR DISTR16UT10NS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET
11 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
(If more space is needed, insert additional sheets of the same s¢e)
3 W 46 AI 1.000
Estate of: Edna E. Brandt
Schedule J Part 1 (Page 2)
Item
No. Description
4 Betty S. Light
601 West Montgomery Avenue #302
Bryn Mawr, PA 19010
One Quarter of Residue: 60,899.62
5 Ronald & Mary Eurich
1114 East Coover Street
Mechanicsburg, PA 17055
General Bequests: 10,000.00
Relation
Daughter
Nephew
21 08 0972
Amount
60,899.62
10,000.00
~tt~t ill ~rt.~ ~est~cmettt
OF
EDNA E. BRANDY
BE IT REMEMBERED, that I, EDNA E. BRANDY. of 13 Hogestown Road, Mechanicsburg,
Cumberland County, Pennsylvania, being of sound mind, memory and understanding,
do make, publish and declare this as and for my Last Will and Testament, hereby
revoking and making null and void any and all Wills and Testaments and writings
in the nature thereof by me, at any time heretofore made.
ITEM 1: I direct that all my just debts and funeral expenses be paid as soon
after my demise as may be convenient.
ITEM 2: All the rest, residue and remainder of my Estate, of whatsoever nature
and wheresoever situate, whether it be real, personal or mixed, including property
over which I have a powex of appointment, I give, devise and bequeath unto my hus-
band, JOHN C. BRANDY, absolutely.
ITEM 3: Should my husband, JOHN C. BRANDY, predecease me or should we die
simultaneously, I then give, devise and bequeath my entire residuary estate unto
my son and daughter, RICHARD W. STQNER and BETTY S. LIGHT, and my two step-children,
DONALD C. BRANDY and DONNA K. FABEAN, in equal shares per stirpes.
ITEM 4: I direct my hereinafter named Executor to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to which my Estate or
the transfer of any property passing hereunder or otherwise passing by reason of
my demise, may be subject and to charge such taxes against my residuary estate,
it being my intention that none of the aforesaid taxes, either federal or state,
on any property required to be included in my gross estate, under the provisions
of any state or federal law now in force or hereafter enacted, shall be prorated
among the persons interested in my Estate to whom such property is or may be trans-
ferred or to whom any benefit accrues.
ITEM 5: I appoint my husband, 30HN C. BRANDY, as Executor of this my Last
Wili and Testament. Should my husband predecease me, fail to qualify, cease to
T' ~~~
~WITN~3 S
-:,
act: or renounce probate, I then appoint BETTY S. LIGHT and DONALD C. BRANDY as Alter-
nat:e Co-Executors of this my Last Will and Testament.
ITEM 6: I direct that my Executor, guardians and their successors shall not
be required to give bond for the faithful performance of their duties in any juris-
diction. }
IN WITNESS THEREOF, I have hereunto set my hand and seal this ! 5~ day of
C ~~ , 1987.
~~
W I 7'NE S S
n , ~~ ' % /~
`~{ ~~ ``~ ~_" '-;,~S.t7.~, C ( SEAL )
EDNA E. BRANDY
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF YORK
We EDNA E. BRANDY ,
JAN M. WILEY and
GLENDA M. WETHINGTON , 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 Testament 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, signed this Last Will and Testament as witness
and that to the best of their knowledge, the Testatrix was at the time
eighteen {i8) years of age or older, of sound mind and under no constraint
or undue influence.
A $ . BRANDY 1 f,/7
TN S r ~
~YiTNESS
Sworn t and subscribed to before me this ~t~ ~ day
of ~ r ~ 1987.
NOTARY~PUBLIC
MY COMMISSION EXPIRES:
GiEHDA Ai. WETHIMGTO>Y, N4TA2Y P11811C
DtLI~.~.ut3~ 130R0l1GH, Y03P: CrJJn1Y
MY CfiFA!,'iS~IDN EX Pin ES IJfL'. 'i. 7, i57D
Member, Panniylvtnie ALSOGIiekigil µi FiGtiftRl
LL ANC.
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FRANKLIN TEMPLETON
INVESTMENTS
Franklin Templeton Investor
Services, LLC
100 Fountain Parkway
St.Petersburg, fL 33716-1205
tel 8001632-2350
franklintempleton.com
November 5, 2008
:David E. Gruver
:McNees, Wallace, & Nurick, LLC
:P.O. Box 1166
]Harrisburg, PA 17108-1166
SUB7ECT: Franklin U.S. Government Securities Fund -Class A
A1C #110-101~73~2854
Edna Brandt
Dear Mr. Gruver:
We are writing in response to your recent correspondence concerning the transfer of shares held by the
late shareholder, Edna Brandt. For the protection of the shares, we will place a hold on any liquidation or
transfer request that we may receive until we obtain the necessary documentation and authorization from
Donald C. Brandt. In addition, any dividend and capital gain distributions will be reinvested in additional
shares. To transfer shares held in the account, we require the following:
^ The enclosed Shareholder Request Form, signed by Donald C. Brandt, indicating the new
registration, with his signature guaranteed by an "eligible guarantor institution," as specified on the
form.
^ The enclosed Account Application, completed and signed by Donald C. Brandt. Please indicate the
estate registration and Taxpayer Identification Number as well as Mr. Brandt's street address of
residence,~date of birth, and Social Security Number. Additionally, the Signature and Tax
Certification section must be signed by Mr. Brandt to agree to important terms and conditions of the
investment and certify the estate's Taxpayer Identification Number.
Enclosed is a postage paid envelope for your convenience.
According to our records, the referenced account held 2,196.000 shares on August 6, 2008. The net asset
value of the Franklin U.S. Government Securities Fund - Class A at the close of market on
August 6, 2008, was $6.33 per share, for a total dollar value of $13,900.68.
Wt; welcome any questions that you may have regarding this matter. ITou may contact a Customer
~cervice Associate, Monday through Friday, 5:30 a.m. to 5:00 p.m. Pacific Time, toll free at
1-866/821-7519 and refer to identification number: 0485-04NOV08.
Sincerely,
Franiciin Templeton Investor Services, LLC
Roberta Whitson
Associate
Customer Operations
November 3, 2008
TxE
H~TFaxn
Mu#ual Funds
:MCNEES WALLACE & NURICK
.ATTORNEYS AT LAW
ATTN: DAVID GRUVER
100 PINE ST
13ARRISBURG PA 17101-1200
Re: Fund 0001637 Account 00000208527
D~Ir. Gruver:
Thank you for your cooperation in sending a certified copy of the death certificate confirming the passing
of Edna E Brandt, a shareholder on the account referenced above. The deceased holds an individual
account with The Hartford Mutual funds and as of 9-6-2008 the client's balance is $10,220.64.
Upon review of the documentation received, we still require the executor to complete and sign a W-9
certifying your tax id. Unfortunately, we cannot proceed with the request to settle this claim until we
have all the information required.
We require a letter of instruction from the executor of the estate of Edna E Brandt along with an original
Medallion Signature Guarantee stamp. Also, on the letter of instruction please include the executors
name, residential address, date of birth, and social security number.
A Medallion Signature Guarantee Stamp maybe executed by any "eligible" guarantor found at
^ commercial banks,
^ trust companies,
^ savings associations and credit unions, as defined by the Federal Deposit Insurance Act, and
^ registered broker/dealers.
TYie guarantee must state the words "Medallion Signature Guarantee Stamp" along with the name of the
granting. institution and the guarantor who witnessed the signature. Please verify, before signing a letter or
form, that the institution and person witnessing the signature are, in fact, eligible to guarantee the
signature. Also please note that a Notary Public is not necessarily an eligible guarantor.
Your requested transaction will be processed promptly upon receipt of the required items in good order.
Please mail these items, along with the enclosed Return Item cover sheet, to:
The Hartford Mutual Funds
PO Box 64387
St Paul MN 55164-0387
Hartford Administrative
Services Company
P.O. Box 64387
St. Paul, MN 55164-0387
Telephone 1-888-843-7824
www.H artfordInvestor, coin
~~
Wachovia Bank NA
Balance Confirmation Services
PO Box 40028
Roanoke, VA 24022
November 7, 2008
MCNEES WALLACE & NURICK LLC
ATTN:ATTORNEYS AT LAW
PO BOX 1166
100 PINE STREET
HARRISBURG, PA 17108
Case ID: 0026901108
SLJBJECf: Verification 1 Confirmation of Account and Balance Information provided for.
Customer: EDNA E BRANDY (SSN# )OqC-XX-6496)
Date Of Death: 8/6/2008
DeQOSit Account information
Account Type Account Number Date of Death Date Maturity lnterest Accrued
Balance Opened Date Rate Interest
YTD Date C{osed
Interest
Pald
CERTIFICATE OF ka0000UD00CX8171 $35,011.78 05/18/2000 04/18/2012 4.02000 $76.99 $820.58
DEPOSIT
LEGAL TITLE: EDNA E BRANDY
MARY L EURICH OR BETTY S LIGHT POA
CERTIFICATE OF X~+a0C~000X)OCX2942 $35,000.00 08/08/2002 09/08/2009 1.30000 $37.31 $640.37
DEPOSIT
LEGAL TITLE: EDNA E BRANDY
MARY L EURICH OR BETTY S LIGHT POA
Remarks:
Date of Death balance does not include accrued interest.
If date of Date of Death occurs on a weekend or holiday, date of death balance does not include any transactions that
were made during that time period.
Na Safe Geposit Box found for customer
Non-applirable fie{ds intentionally left blank
j ennifer Strat~
! alance Confirmation Services Representative
Phone : (540) 563-7323
Fax : (704) 427-2477
Page 1 of 1
Nov, 6. 1UU~ 1:31 NM NNC SANK 411-IU5-1(4I
~~~
~~c~~wAr
November 6, 2008
McNees, Wallace & Nurick LLC
C(O David E Graver
I00 Pine St
Haxx;isburg, PA 17108-1166
RE: Edna E Brandt
5SN:
DOD; 08-06-2008
Dear Sir/Madam:
No, 3431 N. 1/1
In response to youx request for Date of Death (DOD} balances far the customer noted above, our
records show the following:
(Certificate of Yleposit
Account # 21001012536 Established: 5-25-1984
ETNA BRANDY
DOD balance: $ 11,000.00 +9.97 accrued interest '
Account # 21001012812 Established: 03-03-1993
ETNA BRANDY
T)OD balance: $ 30,000.00 + 12.23 accrued interest
Account # 31600285154 Established: 03-01-2006
EDNA BRANDY
DOD balance: $ 3b,341.22 + 9.20 accrued interest
Account # 31900325651 Established: 02-25-2008
EDNA BR.ANDT
DOD balance: $ 35,445.50 + 20.77 accrued interest
Checking Account
Account # 5070077209 Established: 01-01-1979
EL>NA BRANDY
DOI) balance: $.4,643.85 + 0.29 accrued interest
Page 1 of 2
Nov, 6. 1UU8 1.31 NM NNC SANK 41Z-I05-1141 No. 343/ N, 211
Savings Account
Account # 5030064411 Established: 04-04-1984
EDNA BRANDY
DC7D balance: $ 52,36.18 + 35.84 accrued interest
Please note that this ot~ce provides date of death balances for deposit accounts (IRAs, CDs, Checking and
Savings). We do not proeesg any financial transactions or provide statements. Tf you need assistance with
any of these items, please call 1-8S8-PNC-BAND (1-$S$-762-2265) or stop by your local PNC Bank branch
af~ce.
sinCer~~y,
National Financial Services Center
PNC Barak, N.A.
Member FDIC
Page 2 of 2
N
~/ ' - -
M~Nees Wallace & Nurick LLC
attorneys at law
DAVID E. GRUVER
PARALEGAL
DIRECT DIAL: (717) 237-5362
DIRECT FAx:(717)260-1658
E-MAIL ADDRESS: DGRUVER Q~MWN.COM
December 30, 2008
VIA CERTIFIED MAIL
Cumberland Register of Wills ~--~
1 Courthouse Square `-J
Carlisle, PA 17013 ,,_,' -
RE: Estate of Edna E. Brandt
File No. 2008-00972 -':` `;
~_J
Dear Sir or Madam: - '~
Enclosed are the following documents for the above-mentioned Estate:
~` Inventory
(2) PA Inheritance Tax Returns (REV-1500)
'~ Tax check for $1,845.68
Filing check for $30.00
r-T1
r~
c~a ~-~
--c;
~.:
N
Cover page of the Rev-1500 and Inventory to be date stamped and
returned to me
Thank you for your attention in this matter. I am enclosing a return envelope your
convenience. If you have any questions please contact me.
ry trul yours,
David E. Gruver
Paralegal
C-EG
Enclosures
c: Donald C. Brandt (w/o enclosures)
P.O. Box 1166. 100 PINE STREET • HARRISBURG, PA 17108-1166 • TEL: 717.232.8000 • FAX: 717.237.5300 • www.MwN.corw
COLUMBUS, OH STATE COLLEGE, PA • LANCASTER, PA • HAZLETON, PA • WASHINGTON, DC