HomeMy WebLinkAbout04-27-0915056041147
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue county code near File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
Po Box.2sosot 2 1 0 8 012 3 7
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
200 09 5426 11 O1 2008 06 24 1906
Decedent's Last Name Suffix Decedent's First Name MI
CARTER ESTHER M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
X^ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ qa, Future Interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death aRer 12-12-82)
g. Decedent Died Testate
(Attach Copy of Will)
^ ~ Decedent Maintained a Living Trusl
(Attach Copy or Trust) 0 8. Total Number of Safe Deposit Boxes
^ 9. Litlgatlon Proceeds Received ^ 1 p, Spousal Poverty Credit (date of death 11, Election to tax under Sec. 9113 A
between 12-31-91 and •1-95) ^ ( )
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
WM. D. SCHRACK III 717 432 9733ty
Firm Name (If Applicable)
SCHRACK & LINSENBACH LAW
First line of address
124 W. HARRISBURG STREET
Second line of address
P.O. BOX 310
City or Post Office State ZIP Code
Martha Slusser
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DILLSBURG PA 17019-0310
Correspondent'se-matladdress: Schracklaw@comcast.net
Under penalties of perjury, I declare that I have examined this return, inGuding 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 PEF~SON RESPONSIBL~yFAR FILING RETURN neTc
ADDRESS
.aa-dc~
145 Twin Hills Road, Dillsburg, PA 17019
~IGNATURE~'PR OT R THAN REPRESENTATNE
Wm. D. Schrack III
124 W. Harrisburg Street, Dillsburg, PA 17019-0310
DATE
•-o
Side 1
15056041147 15D56041147 J
J 15056042148
REV-1500 EX
Decedent's tJeme: Esther M. Carter
Decedent's Soaal Security Number
2 0 0 0 9 5 4 2 6
RECAPITULATION
1. Real Estate (Schedule A) ...................................................................................... 1.
2. Stocks and Bonds (Schedule B) .............................~. ....,,,,,,,,,,
........................... 2, 1 17 , 14 6 . 9 5
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. 8 6 , 4 2 9 . 4 0
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 1 9 , 3 8 7 . 3 1
7. Enter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ............. 7,
8. Total Gross Assets (total Lines 1-7) ................................................................ 8. 2 2 2, 9 6 3. 6 6
9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 2 1 , 8 8 7 . 3 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule t) ................................ 10. 2 6 7 . 6 6
11. Totals=Deductions (total Lines 9& 1Q) ,. 11. - 2 2 , 15.4.9 6
12. Net Value of Estate (Line 8 minus Line 11) ............................._.......................... 12. 2 O O , 8 0 8 . 7 0
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. 2 0 0 , 8 0 8 . 7 0
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 .o0 0. 0 0 15• 0. 0 0
16. Amount of Line 14 taxable
at linealrateX .045 200, 808 .70 16• 9, 036.39
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17• 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 18• 0. 0 0
19. Tax Due .................................................................. ............................................. 19. 9. 0 3 6. 3 9
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. a
Side 2
L 15D56D42148
15056042148 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-08-01237
DECEDENT'S NAME
Esther M. Carter
STREET ADDRESS
Chapel Pointe at Carlisle
770 S. Hanover Street
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InterestiPenalty if applicable
p. Interest
E. Penalty
9,000.00
451.82
Total Credits (A + B + C)
Total Interest/Penalty (D + E)
4. 1f Line 2 is greater than Line 1 + Line 3, enter the difference. This is theDVERPAYMENT.
Check 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 theTAX DUE
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(1) 9,036.39
(2) 9,451.82
(3)
(a} 415.43
(5)
(5A)
(5B)
Make Check Payable fo: REGISTER OF W/LLS, 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 :............................................................................. ^ ^x
b. retain the right to designate who shall use the property transferced or its income :................................ ^ x^
c. retain a reversionary interest; or .............................._..........................._............................................... ^ ^
d. receive the promise for life of either payments, benefits or care? ........................................................... ^ ^x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ................................................................................................................. ^ 0
3. Did decedent own an ~n trust for" or payable upon death bank account or security at his or her death?......... ^ x^
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 o 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)J. The statutedoes not exemota 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)]. A
sibling 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+ (8.98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Carter, Esther M. 21-08-01237
All property Jointly-owned with rlQht of survivorship must be disclosed on Schedule F
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 Ameriprise Financial -Account Number 02150874931 0 117,146.95
002
TOTAL (Also enter on Line 2, Recapitulation) 117,146.95
pr more space Is neetletl, atltlitional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1508 EX+ (8-88)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Carter, Esther M. 21-08-01237
Indude the proceeds of IlUgation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Centric Bank -account #2530522 37,697.42
2 Members 1st Federal Credit Union -Certificate of Deposit account #321805-40 46.654.98
3 Members 1st Federal Credit Union -savings account #321805-00 5.00
4 PNC Bank -checking account #51.4018-1731 2.072.00
TOTAL (Also enter on Line 5, Recapitulation) I 86,429.40
(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-1508 Ex+ (6-98j gCH E DU LE F
CoMMONWEALn+oF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Carter, Esther M. 21-08-01237
K an asset was made Jolnt within one year of the decedents data of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Jacqueline A. Carter 2102 N. 31st Terrace Daughter
Saint Joseph, MO 64506-2214
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 ova OF
DECD~S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 A 10/11/2006 Mid Penn Bank -account #9018193 38.774.62 50.000% 19,387.31
TOTAL {Also enter on Line 6, Recapitulation) I 19,387.31
(If more spats 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•1151 Ex+02.98) gCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Carter, Esther M. 21-08-01237
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A, FUNERAL EXPENSES:
Hollinger Funeral Home and Crematory
8,378.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Martha Slusser
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 145 Twin Hills Road
City Dilisburg State PA Zip 17019
Year(s) Commission paid 2009 3,500.00
2. Attorney's Fees Wm. D. Schrack III 6,500.00
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 374.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 3,135.30
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 21,887.30
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6.88)
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Carter, Esther M. 21-08-01237
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (6.98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Carter, Esther M. 21-08-01237
ITEM
NUMBER DESCRIPTION AMOUNT
1 Cumberland Law Journal -estate advertisement 75.00
2 DHL overnight letter service 40.00
3 Patriot Evening News -estate advertising 134.31
4 Pension reimbursement to Civil Service 2,290.00
5 Postage, shipping of materials to beneficiary ($29.35); certified mail for income tax 64.99
returns ($10.64); other miscellaneous copying, postage, etc. ($25.00)
6 Register of Wills -additional Short Certificates 16.00
7 Register of Wills -Inheritance Tax Return filing fee 15.00
8 Reserve for future administrative expenses 500.00
Subtotal I 3,135.30
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev1512 EX+ (6.98)
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Carter, Esther M. 21-08-01237
Include unreimhureed medical expenses.
(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 I (Rev. 6-98)
REV•1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
~.ar~er, ~siner m. 21-08-01 237
NUMBER NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$)
Do Not Lbt Trustee s
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions and transfers
under Sec. ~116(a)(1.2)]
Jacqueline Anne Carter Daughter 200,808.70
2102 N 31st Terrace
Saint Joseph, MO 64506-2214
Total 200,808.70
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropri ate, 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) (Rev. 6-98)
LAST WILL AND TESTAMENT
' 1` OF
ESTHER M. CARTER
I, ESTHER M. CARTER, of l7 South Baltimore Avenue,
Mt. Holly Springs, Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding do hereby
make and declare this as my last will and testament and revoke
all wills and codicils heretofore made by me.
FIRST
I direct the payment of my debts and expenses of my
last illness and funeral from my estate as soon after my death
as conveniently may be done. I authorize my personal
representative to arrange for my interment in the,cemetery~lot
that I own at the Mt, Holly Springs CemeY,ery. Further, in
this connection, I authorize my personal representative to
--- - --
~--upend---rea~senable-=-fun~3sT=f-resm~-~rny~e=st~ate.,-n°-such amzsunt as° my_ _._ _, .
," personal representative shall consider necessary and desirable
'` for the purchase, erection and inscription of a suitable ~
marker for my grave.
SECOND
I give, devise and bequeath all of my property, both
k
i~ real and personal and otherwise, wherever located, to my
daughter, Jacqueline Anne Carter, now residing in St. Joseph,
Missouri, should she survive me by thirty (30) days.
~~
.~~ Should my daughter, Jacqueline Anne Carter, fail to
~~3 survive me by thirty (30) days, then I give, devise and
F
~ bequeath all of my property, both real and personal and
THIRD
Any and all payment or payments of any sum or sums,
;t whether in cash or in kind and whether from principal or
'i
income, payable to my beneficiaries, or any, shall be made
i~ upon the sole receipt of the respective individual to whom the
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payment is made, and free from anticipation, alienation,
;? assignment, attachment, and pledge, and free from control by
the creditors of any such beneficiary. All shares of
principal and income herein given shall he free from
y~ anticipation, assignment, pledge or obligation of any
beneficiary, and shall not be subject to any execution or
attachment.
FOURTH
~' Finally, I nominate, constitute and appoint my
`. daughter, Jacqueline Anne Carter, Executrix of this my last
will and testament. Should she fail to survive me or be
unable to serve this capacity, then I nominate, constitute and
appoint my attorney, John F. Goryl, Esquire, Executor of this
`~ my last will and testament.
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I hereby relieve my Executor/Executrix from the
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~; necessity of posting security in connection with his or her
duties as such in any jursidiction in which he or she may be
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called upon to act insofar as I am able by law to do so.
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IN WITNESS WHEREOF, I have hereunto set my hand and
%seal to this, my last will and testament, consisting of three
(3) typewritten pages, the first two (2) of which bear my
signature in the margin for the purpose of identification this
-.~-L` day of ~ , 1987.
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'~,Gt~~c ~11 '~ _ ,.~ 1~' a ( SEAL )
ESTHER M. CARTER
SIGNED, SEALED, PUBLISHED and DECLARED by the above-
named Testatrix, ESTHER M. CARTER, as and for her last will
and testament, in the presence of us, who at her request, in
4 her sight and presence, and in the sight and presence of each
other, have hereunto subscribed our names as witnesses.
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COMMONWEALTH OF PENNSYLVAP3IA .
SS.
COUNTY OF CUMBERLAND
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Wer ESTHER M. CARTER r STEPHEN B. LIPSOI3 ,
and _ JOHN F. GORYL , the Testator/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 Testator/
,,
e,
<< Testatrix signed and executed the instrument as his/her last
n;
will, and that he/she signed willingly, and that he/she
4. executed as his/her free and voluntary act for the purposes
therein expressed, and that each of the witnesses in the
presence and hearing of the Testator/Testatrix, signed the
will as witnesses, and that to the best of their knowledge,
the Testator/Testatrix was at the time eighteen (18) years of
age or older, of sound mind, and under no constraint or undue
influence.
Lin ~Yk ~~ J~.Y
E~'FAE~ 'A1~'lE
Sworn or affirmed to and 'ckrrowledged before me, this
;j~~ day of ~ ~ ~ ,, 19~~~.
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`-Notary Pu lic
DEC-19-08 11:52 AM BENKO~,{ICH AND ASSOCIATES fl(fblbLtsL
Benkovich &Associates
Ameri rise
P A financial advisory practice of
Finttttcia~ Ameri rise Financial Services Inc
p
Westwood Center 4661 Trindle Road
Camp Hill, PA 17011
Phone # 717-761-4208
# 800-962-8694
Fax # 717-761-6282
MEMO
f
To: Attorney William Schrack Fax: 432-1053 Phoae: 432-9733
~:
' From: Laure Kane Date: 12/19/08
for Tom Benkovich, GFP
Re: Pages: 1
^ Urgent X For Review ^ Fleece Comment ^ Please Reply C3 Phase Recycle
Re: Estate of Esther M. Carter
We have received notification of ESTHER M CARTER'S death. The deceased's name appears on
the following accounts. Account values as of l 1/01/2408 are listed below.
Account Information
Mutual Funds
Account Number ~Ownershiu
0215087493 I 0 002 TrusteeBeneficiary
Mutual Funds
Account Number Total Value # of shares Asset
Value Per Share
02150874931 0 002 $117146.95 31390.766 3.730
The date of death values provided are for estate tax purposes and are not a value to be paid.
Accounts may be subject to market fluctuation as governed by each product. Values for any
proprietary mutual funds include accrued dividends as applicable. Ameriprise Financial provides
these values as a service to its clients. Actual values used in preparation of tax returns or for
' . planning purposes should be verified by your legal and accounting advisors.
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`'~c= .' We Revolve rlcound You.
January 12, 2009
Wm D. Schrack III
Schrack & Linesbach Law Offices
124 W Harrisburg St
P.O. Box 310
Dillsburg, PA 17019-0310
RE: Estate of Esther M Carter
Date of Death: November 1, 2008
Social Sceurity #: 200-09-5426
Estate No.: 21-08-01234
Wm. D. Schrack III,
Following is the information you required on the account held by Esther M Carter.
Ms. Carter held one account with us, which was an individual account. The account was
opened on August 5, 2008. The balance as of her date of death was $37,697.42.
If Centric Bank can be of any further assistance to you, please do not hesitate to contact
us.
Sincerely,
~M
Denise M Schiano
Deposit Operations Specialist
Centric Bank
717-909-8329
4320 Linglestown Road
Harrisburg, PA 17112
T 727.657.7727
F 717.657.7748
www.centricbank.com
st
MEMBERS 1St
FEDERAL CREDTT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/ Suffix 321805-00
Date Account Established 01/18/2008
Principal Balance at Date of Death $5.00
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $5.00
Name of Joint Owner None
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 321805-40
Date Account Established 01/18/2008
Principal Balance at Date of Death $46,654.98
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $46,654.98
Name of Joint Owner None
L'
M BERS 1ST FEDERAL C DIT UNION
- ~ ,~~
Danielle A. Kline
Insurance Services Specialist
December 30, 2008
Estate of: ESTHER CARTER
Date of Death: November 1, 2008
Social Security Number: 200-09-5426
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org
Jan, 8. 2009 7:37AM PNC BANK 412-705-2747
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t.~aa~N~tx~wAY
January 8, 2009
William D Sclzrack III, Esq.
124 W Harrisburg St
P 0 Box 310
Dillsburg, PA 17019-0310
RE: Esther M Carter
SSN: 200-09-5426
DOD: 11-01-2008
Dear Mr. Schrack:
No. 6226 P. 1/1
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Checking Account
Account # 5140181731 ~ Established: 04-01,1963
ESTI~R M CARTER
DOD balance: $ 2,072.00 non interest bearing
Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and
Savings). We do not process any snancial trsnsactiiona or provide statements. If you need assistance with
aocy of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Fvnaztcial Services Center
PNC Bank, N.A.
Member FDIC
PartA 1 n•f 1
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MI D PE N N B~!~111 K
Making things happen for you.
December 30, 2008
Schrack & Linsenbach
124 W Harrisburg St.
PO Box 310
Dillsburg, PA 17019 - 0310
Re: Estate of Esther M Carter
Date of Death: November 1, 2008
SSN: 200-09-5426
Dear Mr. Schrack
In response to youi~letter requesting information on the accounts of Esther M
Carter, I have accumulated the necessary data below:
Account #: 9018193 -Checking
Account Name: Esther M Carter
Date Opened: 10/11/2006
Balance DOD: $38733.93
Balance Accrued Interest DOD: $40.69
Total DOD Balance: $38774.62
Joint Ownership Name: Jacqueline A Carter ~~
Date Joint Ownership Established: Always joint
If you have any further questions, please call me at 717-692-7161
Sincerely,
~.- ..
,.,
~ ~'
ennifer LaSalle
Member FDIC
Corporate Headquarters: 349 Union Street, Millersburg, PA 17061 • (717) 692-2133 • www.midpennbank.com