HomeMy WebLinkAbout05-01-09 (3)x ~
15056041158
REV-1500 EX (OB-OS)
PA DeparMenf of Reeanue OFFICIAL USE ONLY
Bureau of IndiWdual Taxes County Cotle Vear File Number
Po Box zeosol INHERITANCE TAX RETURN 21 08 1078
Harrisburg, PA 17123-0607 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Secudty Number Date of Death Date of Birth
163-36-9125 07302008 08271917
Decedent's Last Name
WARNER
Suffz Decedent's First Name
BETTY
(If Applleable) Enter Surviving Spouse's Irdormation Below
Spouse's Last Name Suffix SDOUSes First Name
Spouse's Social Severity Nvnber THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
- - REGISTER OF WILLS
MI
A
MI
FILL IN APPROPRIATE BOXES BELOW
1. Original Return ^ 2. Supplemental Retum ^ 3. Remainder Return (date of death
^
4. Limited Estate
^ 4a.
Future Interest Compromise (date of prior to 12.13-82)
^ 5. Federal Eslale Tax Return Required
6. Decedent Died Testate
(Attach Copy of Will)
^ 7. tleath attar 12-12-ffi)
Decedent Maintainetl a Living Trust
A
(]_ 8. Total Number of Safe Deposit Boxes
^
9. Litigation Proceeds Rec
i
d
^ 10 (
ttach Copy of Trust)
^
ve
e . Spousal Poverty CredR (tlata of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST 13E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAx INFORMATION SHOULD BE DIRECTED TO:
Noma Daytime Telephone Number
RICHARD W• STEVENSON, ESQ• 717-237-5208
Firm N If
ame ( Applipble) r~>
REGISTER , ,ILLS USE ON
MCNEES WALLACE & NURICK LLC ~ ~'
First line of address -T'n ~ -
'l.~%__ <
100 PINE STREET ';;'~', I
Sawnd line of address - -~
PO BOX 1166 =~
'?~~
City or Posl Office State ZIP Cade FLED ••
HARRISBURG PA 17108-1166 cn
Correspondent'semailaddress: RSTEVENSONaMWN•COM
Under penal0ee of pert I declare lost I nave examined this return, Including aceompanying schedules antl stelemenls, antl to the oast of my knowledge and belie.
it is Ime, tyre[! antl plate. Dxlaretbn of preparer other than the per6onal reprasantatire h boned on all Information of whicn preparer has any knowledge.
~ -v y
15056041158
Side 1
15056041158
6Mi6C] 3.000
f 15056042159
_•-1 REV-1500 EX
Decedent's Social Secudty Number
163-36-9125
DecadenPeN LIARN R B TTY A
RECAPITULATION
1. Raal estate (Schedule A) .. .. 1.
0•~~
2. Stocks and Bonds (ScfXrtlule B) . . . . . . . . . . . . . . . . . . . . . . . . 2. 0 • a ~
3. Closely Held Corporation, Partnership a SolaPraprietorship (SChetlule C)- . . . . . 3. ~ • ~ ~
4. Mortgages & Notes Receivable (Schedule D). .. 4. 0 0 Q
5. Cash, Bank Deposits 8 Miscellaneous Personal Property(Schetlule E). . . . . . . . 5. 64 59 • 69
6. Jointly Owned Property (Sdtedule F) ~ Separate Billing Requested .. ... 6. 16 5813
9 9
7. Inter-Vivos Transfers 8 Miscellaneous Nan-Probate Propert •
y
(Schedule G) ~ Separate Billing Requested ..
. . . 7.
s347.o0
6. Tote) GroscASSrrls (total Lines 1-7) . . . . . . . . ............. ... 6 1776 0 68
9. Funeral Expenses 8 Administrative Costs (schedule H) . . .. . . . . . .. . .. . 9, 4 532 • 9 9
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I). .. . . . .. . . . 10. 237'7 • 16
11. Tout DedueBans (total Lines s d 10) . .. .. 11. 6 910 • 15
12. Nel Value of Esuu (Line B minus Line 11) . . . . .. .. . . . . . . . . . . 12
13.
Charitable antl Governmental Bequests/Sec 9113 Trusts for which .
. 170710.53
an election to tax has not been made (SMedule J) . . . . . . . . . . . . . . . . 13. O • 0 o
14. Net Value SubJeM u Tu (Line 12 minus Line 13) .. . . . .. . . . . . . 14. 170 7 ~ 0 53
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9118
(a)(1.2)X
O~
.
O.OQ 15. 2.~~
16. Amount of Line 14 laKeble
at lineal rate x .045 17 0 710.5 3 16. 7 6 81.9 7
17. Amount of Line 14 taxable
at sibling rate X .12 Q • 00 17. ~ • 00
18. Amount of Lina 14 taxable
at collateral rate X.15 O. OO i6. 0.00
19. TAX DUE . . . . . . . .. . . . . . . .. . . . . . . .. . . .. . .. . .. 19. 7681.97
20. FILL IN THE BOX IF VOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 15056042159 15056042159
su4sae 2.000
REV-1500 Ex Page 3
Decedent's Complete AddrxrA~•
Flb Number
~, nn
~„ uu yu ro
DECEDENPS NAME
A N R TTY p
SIREET ADDRESS
CITY STATE ZIP
M H N BU G
Tax Payments and Credits:
1. iaz Due (Page 2 Line 19)
2. CretlitsrPeymems
A. Spousal Poverty Credit ~ . Q 0
B. Prior Payments 7 ~ 0 ~, ~~
c. Discount 368 • 42
3. InleresUPenalty N apDlicabb
D. Interest ~ , ~ ~
E. Penalty _ 0 , 0
(t) 7681.97
Thal Credits (AaBaC) (2) 7368.42
Trial lntaresdPemXy(D «E) (3) (]I]
4. If Line 2 is greater Ihan Line 1 + Line 3, enter the d4terence. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to nquaat a refund 1<) O • ^ (]
s. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the 7AX DDE. (5) 31 ~ . 5 5
A. Enter the interest on the tax due.
(6A) ~ . ~ ~
B. Enter the total of Line 5 + 5A This a the BALANCE DUE. (58) 1.
Make Check Payable to: REGISTEROFWILJLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Ditl decadent make a transfer and: Yes No
a. retain the use or income of the property Vansferred : .... . .. .. .. .. ^ 0
. . . . .. .
b. retain the right to designate who shall use the property Vansfemed or its income: ^ X^
c. retain a reversionary iMeresC. or .. . ... . .... ... . x
d. receive the Dromise /or life d either payments, benefits ar care? ..... .. .. ... .. ^
2. If tleath occurred alter December 12, 1982, ditl tlecetlent transfer property within one year of death
without receiving atlequate consideration? ... .. .. ...... . . . . . ..... . ^
...
3. Did decedent own an "in Irusl for" or payable upon death bank account or security at his or her death? . ^
4. Did decedent own an Indivitlual Retirement Acwunl, annuity, or other nan-probate PrWerty which
contains a beneficiary designation? . ... .. ... . . .. . . . . . . ... . .. .. ... . . . ^
IF THE ANSWER TO ANV OF THE ABOVE QUESTIONS IS YES, VOU MUST COMPLETE SCHEDULE G AND FO-ERAS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the net value d transfers to a for the use of the surviving spouse
is three (3) Percent p2 P.S. §9116 (a) (1.1) (i)].
Fa dates of death on or after January 1, 1995, the tax rate imposed an the net value of transfers to or for the use of the surviving spouse is zero (0) percent
172 P.S. §9116 (a) (1.1) (ii)]. The statute does not axe t a transfer to a surviving spouse from lax, and the statutory requirements (or disclosure of assets and
tiling a tax return are still applicable even if the surviving spouse is the ony beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of trensfers from a deceased chiltl twenty-one years of age or younger at death to or for use of a natural parent, an
ado0llve parent, or a stepparent o! the child is aerc (0) percent p2 P.S. §9116(x)(1,2)].
The tax rate imposed on the net value of transfers to or !or the use of the decedent's lineal beneficiaries is tour and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) P2 P.S. §9116(x)(11].
The tax rate imposed on the net value o! transfers to or (or the use of the decedent's siblings is twelve (12) percent 172 P.S. §9116(a)(1.3)]. Asiding is defined,
untlar Section 9102, as an individual who has at least one parent in common with the decedent, whether by Nood or atloption.
fi MOB)1 LOOD
REV-1508 E%~ (69B)
SCHEDULE E
COMMONWFA~EOTA%RETURNVANIA CASH, BANK DEPOSITS, & MISC.
RESIDEIR DECEDEM PERSONAL PROPERTY
OF
- - ---- y. loom space is neeaeo, maeR epOSbnal BheMa of (ha Game site)
nEV~tsoe Fx. (s5e(
BETTY A. WARNER 1 1078
k an asset was made point wkhin one year o(the tlecedent's date of death, k moat be reportetl on ScMtlule Q
SCHEDULE F
JOINTLY-OWNED PROPERTY
SUNNhq JOM TENANr(S)NAFE I ADDRESS RHATgNSHP TO OEC®BJf
PSC 76 Hox 5367, APO, AP
96319-0032
A Warner, Hollace
H Warner, Steven
JOINTLY-0WNED PROPERTY:
-_
(~ IFLTEq DATE DESCPoP~gN OF RiOPH2TV
INC
O %OF b1TE OF OFF TH
NJhHBt FOq JOIN
rExnNT AM DE
Jppn W
E MOMF OF FINPNC~AL MSiITUiION qNO flViK OGCWMi
NurgsFA Oq slx
xiarosrvrE~p~~ss~nnpcN Oaogoq GATE OF CEATH DECD'S VALUE DF
J VALI.E OF ASSET IMEREST DEC®BJi'S M8tE5T
THE DECEDENT HELD AN
INTERNET BROKERAGE ACCOVNT
NO. 22415996 JOINTLY WITH
HER SON, HOLLACE WARNER;
SEE ATTACHED VALUATION
INFORMATION:
1 A Equities and Options held
in above-referenced account 95,905.00 50.0000 47,952.50
2 A Cash Balance 209,516.13 50.0000 104,758.06
THE DECEDENT HELD AN
INTERNET BROKERAGE ACCOUNT
NO. 22398960 JOINTLY WITH
HER SON, STEVEN WARNER; SEE
ATTACHED VALUATION
INFORMATION:
3 B Options held in
above-referenced account 4,012.50 50.0000 2,006.25
4 B Cash Balance 22,194.37 50.0000 11,097.18
1212 Weat Heaver Avenue, State
College, PA 16801
TOTA (p r r R R pilulH4an1 ~ S 165 813 99
([ more space is needed, insert atltlrtional sheets al the aerre soe)
3w.snF t o00
RE Vd510 E% ~ (s.96)
SCHEDULE G
TH OF PENNSYLVANIA INTER-VIVOS TRANSFERS &
VCE TAX RETURN MISC. NON-PROBATE PROPERTY
:Nf DE<~DENT
BETTY A. WARNER 21 081078
This schetlule must be completed antl flletl It the answer to any of quastbns 1 Nrough 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBE vuux.rE~DESCRIPf10N ~F PROPErewarooscsoErvr ua
l1E wlEamaisrn •nawnmcorraoeso voa iax ssTSrt. DATE OF DEATH
VALUE OF ASSET Yo OF DECD'S
INTEREST EXCLUSION
FApPUCrsIE
TVALAUEE
t~ Allstate Annuity - The
beneficiary of the annuity is
decedent's grandson who is
entitled to 99 monthly payments
of $64. The present value of
this payment stream is
$5,347.00 (July 2006 interest
rate was 4.26) 5,367.00 100.0000 0.00 5,347.00
TOTAL (Also enter on line 7, Recapitulation) I E _ _ _
(I! more space is needed, incan adddipnal sneers o(ihe same size)
SwasAr vsso
REV49t E%~ (1p067
COMMOMNFALTM OF PENNSYLVANIA
INHERITANCE TA% RETURN
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name d Personal Representative(s)
Slrcel Address
COIMIC Vr
FILE NUMBER
BETTY A. WARNER ~ R1n~R
Debb of tlecedent moat ba reported on Schedule I.
ITEM
NUMBER DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES:
t, Auer Memorial Home and Crematory 9arvices 1,626.60
B.
t
SCHEDULE H
FUNERAL EXPENSES 8
ADMINISTRATIVE COSTS
City
Year(s) Commission Paid:
State Zip
2. Attorney Fees McNees Wallace & Nurick LLC (Estimated) 2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanatbn)
Claimant
Street Address
4.
s
8.
7.
1
TwasAC Laos
City Slate Zip
Relationship of Claimant to Decedent
Prabele Fees
Accountant's Fees
Tax Return Preparefs Fces
Central Penn Business Journal
Legal Advertising
Total from continuation schedules .
TO7AL (Also enter on line 9 R
Qf mare space is needed, insert addhional sheets d the same size)
103.00
109.00
194.39
REV~1513 EX ~ (12-08)
Pennsylvania SCHEDULE I
~"m``F"ro` `+ErE""E DEBTS OF DECEDENT,
~M~~M"'"" MORTGAGE LIABILITIES 8 LIENS
ESTATE OF - FILE NUMBER
BETTY A. WARNER 21 08 1078
nepon septa incurred 6y the decedent prior to death that remalnatl unoald at [hw nw1. n. nw.u.:...u.w:.... .....e:_....__. __.~__~ ________
_.. __.,°.,__„ ~~ :wo:e apace s peeped, mean additwnal sheets d the same sine.
REV-1513 E%t (H-0B)
rennsylvania SCHEDULE J
OEPtRR.ENIOF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
a¢mmv n manvco FILE NUMBER
___-_ __ . ...__._.. 210 81078
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE
I raxnBLE o1sTRIeuTloNS pnauce outngm spousal alslnoullona, ens Iranakrs under
Sec. 2116 (a) (1.2).]
1. Steven A. Warner
Allstate Annuity - The beneficiary
of the annuity is decedent's
grandson who is entitled to 99
monthly payments of $64. The
present value o£ this payment stream
ie $5,347.00 (July 2008 interest
rate was 4.28)
Inventory Value: 5,347.00 Grandson 5,347.00
2 Steven Warner
1212 West Beaver Avenue
State College, PA 16801
Joint Account - $13,103.43
Estate Residue - ($225.23) - see
attached calculation Son 12,878.20
EN1ER DOLLAR AMOUNTS FOR DISTRIBU110NS SHOWN ABOVE ON LINE515 THROUGH 1 B OF REV-0500 COVER SHEET, AS APPR OPRIATE.
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTON 2113 FOR WHICH AN ELECTION TO TAx IS NOT TAKEN
1.
8. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS
1
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
n......_'____:____'_• ._. ..... _ S 0.00
...o.., sow .....~. ..vo..o w „aww. nrsan aoaNOnal seems of IRe same sva.
Estate of: BETTY A. WARNER
21 OB 1078
Schedule J Part 1 (Page 2)
Item
No. Description
Relation Amount
3 Hollace Warner
PSC 76 Hox 5367
APO, AP 96319-0032
Joint Account - 152,710.56
Estate Residue - (225.23) - See
attached calculation Son 152,485.33
ESTATE OF BETTY WARNER
ESTATE RESIDUE -PENNSYLVANIA INHERITANCE TAX RETURN
Estate Assets (taxable for inheritance tax)
PNC Checking Account 6,159.69
US Treasury -Refund 300.00 6,459.69
Assets payable to Estate (not taxable for inheritance tax)
Board of Pensions -Death Benefit/
Life Insurance 8,406.60
Total Assets available to pay estate expenses 14,866.29
Estate expenses reported on inheritance tax return*
Funeral/Administration Expenses 4,532.99
Debts 2.377.16 6.910.15
Residue Available to pay inheritance taxldistribute
to estate beneficiaries 7,956.14
'expenses are deductible regardless of whether assets comprising the
decedent's taxable estate are employed in payment thereof (72 P.S. § 9126)
Calculation of residue for inheritance tax ourooses
Taxable Estate Assets 6,459.69
Less: Deductible Expenses 6.910.15
Residue to distribute to beneficiaries -450.46
50% to Horace Warner -225.23
50% to Steve Warner -225.23
ESTATE OF BETTY
A. WARNER
DEPT. OF REVENUE
NO. 21-08-1078
LETTERS
TESTAMENTARY
AND COPY OF
DECEDENT'S WILL
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2008- 0 9078 PA No . 2 9 - 08- 1078
Estate Of: BETTYA WARNER
(Firsq Mitldle, Lastl
a/k/a: BETTVALEXANDER WARNER
Late Of: LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 163-36-9125
WHEREAS, on the 30th day of October 2008 an instrument dated
November 18th 1998 was admitted to probate as the last will of
BETTYA WARNER
(Firsq Middle, Lastl
a/k/a BETTY ALEXANDER WARNER
Late of LOWER ALLEN TOWNSHIP, CUMBERLAND CQUnty,
who died on the 30th day of July 2008 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBA UGH Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARYto:
STEVEN H WARNER
who has duly qualified as EXECUTOR(R/XJ
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the -30th day of October 2008.
% '1 -
" 1 l~j ~I
pp egrste~ of Wilr V
r ~ (l.~ kC.-,--J De$u ~. ~ ~ ~ Q G~
- `I~
**NnTF.** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
LAST WILL AND TESTAMENT
OF
BETTY A. AARNER
I, BETTY A. WARNER, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath-all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, STEVEN H. WARNER and HOLLACE H. WARNER, provided,
however, that should either of my children predecease me, then to
their issue per stirpes by representation.
SECOND: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder. the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (~rcludirg credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
THIRD: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property. passing under this Will, shall be paid out of the
principal of my residuary estate.
FOIIRTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
2
FIFTH: I nominate and appoint STEVEN H. WARNER and
HOLLACE H. WARNER, Co-Executors of this, my Last Will and Testa-
ment. I direct that my Co-Executors, and their successors, shall
not be required to post security or a bond for the performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this /~j~', day of
~('6sti~>7-c'~-' , 1998.
~'',_.~i O ~~~ i,yu•~ (SEAL)
BETTY A~ WARNER
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
Address
~.,,, lU~ G {rS'L~f.~''L~
U
'~
!~~~~. C~. ~~h~er~~
~-- ~
3
ESTATE OF BETTY
A. WARNER
DEPT. OF REVENUE
NO. 21-08-1078
OFFICIAL RECEIPT
- 3 MONTH TAX
PAYMENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 ] t 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX~11-96)
N0. CD 010478
WARNER STEVEN H
1212 WEST BEAVER AVE
STATE COLLEGE, PA 16801
loll
ESTATE INFORMATION: ssN: is3-3s-si25
FILE NUMBER: 2108-1078
DECEDENT NAME: WARNER BETTY A
DATE OF PAYMENT: 10/30/2008
POSTMARK DATE: 10/29/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 07/30/2008
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 57,000.00
TOTAL AMOUNT PAID:
REMARKS: RECEIPT MAILED TO ATTY
CHECK# 0613
57,000.00
INITIALS: JN
sEA~ RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
ESTATE OF BETTY
A. WARNER
DEPT. OF REVENUE
NO. 21-08-1078
PNC BANK
ACCOUNT
INFORMATION
~~
t FA6lh€GfiHEAY
December 8.2008
Linda M Eshelman
Mcnees, Wallace & Nurick
PO Box 1166
100 Pine Street
Harrisburg, PA 171 08-1 1 66
RE: Betty A Warner
SSN: 163-36-9125
DOD: 07-30-2008
Dear Ms. Eshelman:
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Checking Account
Account # 5080032514 Established: 04-12-1994
BETTY A WARNER
DOD balance: $ 6,159.69 + 0.00 non interest bearing account
Please note that this office provides date of death balances for deposit accounts (IRPs, CDs, Checking and
Savings). We do not process any financial transactions or provide statements. If you need assistance with
any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page 1 of 1
ESTATE OF BETTY
A. WARNER
DEPT. OF REVENUE
NO. 21-08-1078
BROKERAGE
ACCOUNT NO.
22415996 -HELD
JOINTLY WITH
HOLLACE WARNER
is
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to 0 0 }~~ ~,,~
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f,c d-~4¢
Ut~ U~U V:Q ~+{'„~Q
~ !: co ~~ o
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