HomeMy WebLinkAbout06-08-09J 1505607121
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601 INHERITANCE TAX RETURN
Harrisbur , PA 17128-0601 RESIDENT I~F(`~nc~~r
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
1 7 2 3 1 0 2 4 2 0 0 8
Decedent's Last Name
Suffix
F R I E D B E R G
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's Social Security Number
OFFICIAL USE ONLY
County Code Year File Number
2 1 0 8 1 0 8 9
Date of Birth
0 3 0 3 1 9 3 8
Decedent's First Name
MI
A N N E T T E
Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS
1. Original Return ^ 2. Supplemental Return
^ 3. Remainder Return (date of death
^ 4. Limited Estate ^ 4a. Future Interest Compromise date of Prior to 12-13-82)
death after 12-12-82) ( ^ 5. Federal Estate Tax Return Required
^X 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~
(Attach Copy of Will) 8. Total Number of Safe Deposit Boxes
^ 9. Litigation Proceeds Received (Attach Copy of Trust)
^ 10. Spousal Poverty Credit (date of death ^
between 12-31-91 and 1-1-95) 11. Election to tax under Sec. 9113(A)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX NFtORMAT ON SHOULD BE DIRECTED T0:
Name
C H R I S T O P H E R E Daytime Telephone Number
R I C E 7 1 7 2 4 3 3 3 4 1
Firm Name (If Applicable)
M A R T S O N L A W O F F I C E S REGISTER," ELLS USE ON
First line of address '~ ->
1 0 E A S T H I G H S T R E E T ,'~
Second line of address - ;~ ~.;_
f ~"i
City or Post Office , ~ ~~ -
State ZIP Code ''~bATE FILED
C A R L I S L E
P A 1 7 0 1 3
Y
Correspondent's a-mail address: CRICE(a~MARTSONLAW.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.
SI TURE OF PERSO ESPO LE FO FILIN RETURN
DATE
ADDR S l0 ~ S' D
10 ENCK DRIVE
~'^'~~,ru~EOF-- ROILING
10 EAST HIGH STREET
I HAN REPRESENTATIVE
SPRINGS
1505607121
CARLISLE
PLEASE USE ORIGINAL FORM ONLY
Side 1
PA 1700
DATE
'A .17013
1505607121 J
1505607221
REV-1500 EX
Decedent's Name: A N N E T T E F R I E D B E R G Decedent's Social
8 8 9 8 5
1. Real estate (Schedule A) • • . • • •
........ ...... 1.
2. Stocks and Bonds (Schedule B)
......
......................
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ...... 2.
4. Mortgages & Notes Receivable (Schedule D)
... ..... 3•
...............
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... 4.
1 2
5 8
..
6. Jointly Owned Property (Schedule F
Re
7
I
^
ll
l • • • • •
8 5 2. 5 6
.
quested ..
nter-Vivos Transfers & Miscellaneous No
n-Probate Prop
e
rty
(Schedule G) ..... 6.
^ Separate Billing Requested
..
8. Total Gross Assets (total Lines 1-7) ..... 7. 3 0 0
5 8. 0 2
......................
9. Funeral Expenses & Administrative Costs (Schedule H) ..... s. 1 5 8 9 1 0. 5 8
...........
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... s. 2 2 9 8 1. 6 0
• • • • • •
11. Total Deductions (total Lines 9 & 10) .. 10
9 6 3, 2 3
... , .. • • • • •
12. Net Value of Estate (Line 8 minus Line 11) 11 2 3 9 4 4
8 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not be 12 1 3 4 9 6 5 .
7 5
en made (Schedule J)
.............. ....13. 8 4 1 3 5
7 5
14. Net Value Subject to Tax (Line 12 minus Line 13) ,
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable 14 5 O 8 3 O ~ O O
at the spousal tax rate
or
,
transfers under Sec. 9116
(a)(1.2) X.0 _ 0 . 0 0
16. Amount of Line 14 taxable 15.
0
0
at lineal rate X .0 0 . 0 0 .
0
17. Amount of Line 14 taxable 16' 0 ~ 0 0
at sibling rate X .12 0 0 0
18. Amount of Line 14 taxable 17• 0 . 0 0
at collateral rate X .15 5 0 8 3 0. 0 0
19. Tax Due
..... 18• 7 6 2 4. 5 0
......................................... .. 1s. 7 6 2 4. 5 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVER
PA YMENT
L Side 2
1505607221
1505607221
REV-1500 EX Page 3
Decedent's Complete Address: File Number
DECEDENT'S NAME 21 08 1089
ANNETTE FRIEDBERG
STREET ADDRESS
824 LISBURN ROAD
CITY
CAMP HILL STATE
PA
Tax Payments and Credits: ZIP
17011
1 • Tax Due (Page 2 Line 19)
2. Credits/Payments
(1
A. Spousal Poverty Credit )
7 624.50
B. Prior Payments
C. Discount 7 243.27
381.23
3. Interest/Penalty if applicable Total Credits (A + B + C) (2)
D. Interest
E. Penalty 7 624.50
Total Interest/Penalty (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. 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) 0.00
A. Enter the interest on the tax due. (5) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A)
(56)
Make Check Payable to: REGISTER OF WIL 0.00
LS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "
"
X
IN THE APPROPRIATE
1. Did decedent make a transfer and: BLOCKS
a. retain the use or income of the property transferred; Yes No
.......................................................
. retain the right to designate who shall use the property transferred or its in ~ x
come; ....,,,..•.•.•.
c. retain a reversionary interest; or ....................
..........................
d. receive the promise for life of either payments, benefits or care? ~~~~~~~•~•~~~""""""
~
0
. ...................................
2. If death occurred after December 12, 1982, did decedent transfer property within
i
h
^
X
^
w
t
one year of death
out receiving adequate consideration?
...............................
3. Did decedent own an "in trust for" or payable upon death bank account or se
i
4 ^
cur
t at his or her death .
. Did decedent own an Individual Retirement Account, annuity, or other non-probate
r ^ X
p
operty which
contains a beneficiary designation? ..........
...............................................................
0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF TH
E 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 surwvin sous
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
9 P e
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 doesdoes n~emot 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-1508 EX + (6-gg)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ANNETTE FRIEDBERG
All ro e y
p y p rty joint) Gowned with right of survivorshipcm st be disclosed on Schedule F. 1 v V J
ITEM
NUMBER
1 DESCRIPTION
Citizens Bank checking 6216324385
2• Citizens Bank checking 62116324172
3• PNC Bank checkin
g 900374003
4• PNC Bank CD 3300015689
($47,118.43 + $44.03 accrued interest) See attached
5• First Keystone National Bank, CD 1001115130
($11,636.09 + $64.95 accrued interest) See attached
6• Wachovia Bank, CD 3175
($40,060.87 + $17.17 accrued interest) See attached.
7• Wachovia Bank, checking 7766
($5,525.00 + $.13 accrued interest) See attached
8• Wachovia Bank, CD 3175, interest received but not deposited
prior to date of death
9• Blue Cross of Northeastern PA, refund of premium
10. Alert Pharmacy Services, Inc.
11. Personal propert a
Y ppraised value
12. Jewelry, actual sale value
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
77 no
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
4,429.76
17,809.67
69.12
47,118.43
11,701.04
40,078.04
5,525.13
128.92
325.86
66.59
1,130.00
470.00
128,852.56
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
ANNETTE
ITEM
NUMBER
1.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER, ATTACH A COPY OF 7HE DEED FOR REAL ESTATE.
r;llBERG FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side o ~he RUEV-1500 C OVER SH
~ESCRI~TION OF PROPERTY EET is yes.
Symetra Annuity contract V000032431:
Beneficiary: Maxwell Rentschler, cousin, 100%
(see attached)
DATE OF DEATH % OF DECD'S EXCLUSION
VALUE OF ASSET INTEREST
QF APPLICABLE)
30,058.02 100.
TAXABLE
VALUE
30- 0~-
TOTAL (Also enter on line 7 Recapitulation) $
(If more space is needed, insert additional sheets of the same size) 30 058.02
REV-1511 EX + (10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE- NU R
B.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
1089
A DESCRIPTION
FUNERAL EXPENSES:
f • Hoffinan-Roth Funeral Home, Carlisle PA
2• Maxwell Rentschler, reimbursement for disbursal of remains pursuant to Decedent's wishes
ADMINISTRATIVE COSTS:
1 • Personal Representative's Commissions
Name of Personal Representative (s) Maxwell Rentschler
Street Address 10 Enck Drive
City Boiling Springs
State PA Zip 17007
Year(s) Commission Paid: 2008
2. Attorney Fees MARTSON LAW OFFICES (estimated)
3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Ciry
State Zip
Relationship of Claimant to Decedent
4• Probate Fees Cumberland County Register of Wills
5• Accountant's Fees
6• Tax Return Preparer's Fees
7.
8.
9.
10
11.
12.
13.
14.
15.
16.
Register of Wills, Short Certificates
Cumberland Law Journal, advertising Letters Testamentary
The Sentinel, advertising Letters Testamentary
Certified mailing, Department of Public Welfare
Ibis Appraisal Services, appraisal fee
Register of Wills, filing fee, Inheritance Tax Return
Reserve for additional filing fees and miscellaneous expenses
Register of Wills, additional probate fee
Mountz Jewelers, appraisal fee
Goin Postal, disbursement of personal property
TOTAL (Also enter on line 9. Reranl+~ ila+~„n
(Ir more space is needed, insert additional sheets of the same size)
AMOUNT
1,865.00
1,247.03
7,350.00
11,000.00
264.00
8.00
75.00
158.62
5.32
60.00
15.00
400.00
50.00
325.00
158.63
)I$
22,981.60
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
1VNETTE FRIEDBERG FILE NUMBER
De....d J~La_ e_ ~J ~ rl4 i non
• •-r~~ ~ ~~~~~ ~~~currea oy the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
1 ~ United Church of Christ Homes, account payable OF DEATH
2
3.
4.
5.
Pharmacy, account payable
West Shore EMS, account payable
Verizon, final bill
Millennium Pharmacy, account payable
490.78
271.12
108.07
23.36
69.90
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size) 963.23
REV-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
ANNETT E FRIEDBERG 21 08 1089
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Maxwell Rentschler $50,000.00 per Item Second of Will Collateral 50,000.00
10 Enck Drive
Boiling Springs, PA 17007
2. George Hughes Rentshcler, III, per Item Third of Will Collateral 225.00
2150 Oxford Drive
Pensacola, FL 32503
3. Sarah Travis, per Item Fourth of Will Collateral 605.00
1116 Temple Ridge Court
Nashville, TN 37221
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Doctor Miller Training Center, n/k/a Hope Enterprises Foundation, Inc., all of estate residue per 84,135.75
Item Sixth of Will
TOTAL OFPART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 84 135.75
(It more space is needed, insert additional sheets of the same size)
BEFORE THE REGISTER OF WILLS OF
CL'~1BERLAND COL~iTY, PENNSYLVANL~
ESTATE OF ANNETTE FRIEDBERG,
DECEASED
NO 21-08-1089
DECREE OF THE REGISTER OF RTLLS
AND NOW, this 14th day of November, 2008, upon review of the original Will of Annette
Friedberg, submitted for probate on November 5, 2008, which original Will contained numerous
deletions and interlineations, as well as upon review of a Copy Fair of the Will of Annette Friedberg,
filed on November 5, 2008, the Register of Wills finds the following with regard to the Estate of Annette
Friedberg and renders the following decision:
IT IS DECREED that the First, Third, Fourth, Fifth, Sixth and Seventh Items as presented in the
Copy Fair of the Will, which items are identical to those contained within the original Will of Annette
Friedberg shall be admitted to probate. The Second Item shall be admitted to probate without the words
"equally" and "Adrianna Hepper" and as presented in the Copy Fair. The handwritten words appearing
at the bottom of the first page of the document are also admitted to probate as they are signed by the
testator.
IT IS FURTHER DECREED that the handwritten words appearing at the bottom on the second
page are not admitted to probate as they appear after the signature of the testator.
IT IS FURTHER DECREED that Letters Testamentary shall be issued to Maxwell Rentschler.
Maxwell Rentschler shall have all the rights and duties of a fiduciary under the laws of Pennsylvania
and shall proceed with the administration of this estate according to law.
-- - . ~- c
c'' ra-
__ ~ L . i
~ .::
_ L~-" Glenda Farner Strasbau~h, Registe Wills
m C: -
_ ~., -'
c~ lV
cv
' ~~~~t 3~i11 ~tt~ L~~t~xtrtPnt
BE IT REMEMBERED, that I, ANNETTE FRIEDBERG, of Kingston, Luzerne
County, Pennsylvania, being of sound mind, memory and understanding, do make, ;,
publish and declare this to be my Last Will and Testament, hereby revoking all wills
and codicils previously made, to wit:
FIRST: I direct that the payment of my funeral expenses, and any other just
debts and obligations be made as soon as possible.
SECOND: I give, devise and bequeath, to John W. Charest, the sum of Fifty
Thousand ($50,000.00) Dollars and any and all residences which I own, together with
i
the contents thereof. If John W. Charest does not survive me, I give, devise and
bequeath my residences, the contents thereof, and a total of Fifty Thousand ;
($50,000.00) Dollars, egt~ify, to Maxwell Rentschler and-"' "_-`= - n--r ~'-``~`~~ i~ `'`~~1 ,`
i THIRD: I give and bequeath to George Hughes Rentschler III, his great, ; ,~ \r
~r~at, greet grwndm~tl;er, Su~ar~ Elizaue[ ~ ct'[ie Hughes', silk anti velvet crazy quilt '
and family cut glass.
FOURTH: I give and bequeath to Sarah Travis, her great grandmother, Edna
Hughes Rentschler's, Lennox china dishes.
FIFTH: I give and bequeath to Cathy Rentschler, her great grandmother,
Edna Hughes Rentschler's aquamarine and gold leaf circle pin and earrings.
SIXTH: I give the rest of my estate, of whatever nature and wherever
situate, to the Doctor Miller Training Center at 1536 Catherine Street, Williamsport,
Pennsylvania, in memory of my daughter, Becky English, who taught at that facility.
SEVENTH: I harcby n.;~;linate a;s~ appoint John W. Charest, Executor, of
this my Last Will and of my estate without the necessity of posting a bond or any
other form of security. In the event that John W, Charest is unable to serve in this
-,
~~ _~.J ~ ~1~4~~i~~ ,_ '-
l~i~"~',,l J I"V~F~O~~ - -
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capacity, 1 then appoint Maxwell Rentschler, Executor, of this my Last Will and of my I'
f
estate without the necessity of posting a bond or any other form of security. It is ~
my expressed wish, desire and direction that the Executor take the commission to
which he is entitled for his services.
IN WITNESS WHEREOF, I have, to this my Last Will and Testament, hereunto
set my hand and seal this 14th day of July A.D. One Thousand Nine Hundred and
Ninety-seven (1997).
_ ~ ,
(SEAL)
Annette Friedberg
i
~ We, the undersigned, do hereby certify that Annette Friedberg, the day and
date hereof, in our presence, we being in the presence of each other, signed, sealed, i
published and declared the above instrument as and to be her Last Will and ~
Testament, and that we, on the same occasion, at her request and in her presence,
j being in the presence of each other, have hereunto signed our names as witnesses. I
We do I;erPby f:,'rther certify fiat t"e Said Ariictie Friederg, Un tills OCCa510n, a5 We
verily belieare, is of sound and disposing mind and memory.
1 ~. '
Witnes
~7 _ I
Witness
., _ ;
F:'FILES'Clients`13221 Friedberg\13221.I.copyfair.will
N
_o
LAST WILL AND TESTAMENT ~ z ~' --'
~~
"COPY FAIR ~ n ~
~ ~ cis f_A.' ~~,;
vsx '-
,_- .-~,
BE IT REMEMBERED, that I, ANNETTE FRIEDBERG, of Kin sto nn~ _
g rkeerne ~,yiunt
Pennsylvania, being of sound mind, memory and understandin do make ubli ~ ~ '
g~ , p ~ and decl~e this'
to be my Last Will and Testament, hereby revoking all wills and codicils previously made, to wit:
FIRST: I direct that the payment of my funeral expenses, and any other just debts and
obligations be made as soon as possible.
SECOND: I give, devise and bequeath, to John W. Charest, the sum of Fifty Thousand
($50,000.00) Dollars and any and all residences which I own, together with the contents thereof. If
John W. Chazest does not survive me, I give, devise and bequeath my residences, the contents
thereof, and a total of Fifty Thousand ($50,000.00) Dollars, to Maxwell Rentschler.
THIRD: I give and bequeath to George Hughes Rentschler III, his great, great, great
grandmother, Susan Elizabeth Ettle Hughes', silk and velvet crazy quilt and family cut glass.
FOURTH: I give and bequeath to Sarah Travis, her great grandmother, Edna Hughes
Rentschler's, Lennox china dishes.
FIFTH: I give and bequeath to Cathy Rentschler, her great grandmother, Edna Hughes
Rentschler's aquamarine and gold leaf circle pin and earrings.
SIXTH: I give the rest of my estate, of whatever nature and wherever situate, to the Doctor
Miller Training Center at 1536 Catherine Street, Williamsport, Pennsylvanin, in memory of my
daughter, Becky English, who taught at that facility.
SEVENTH: I hereby nominate and appoint John W. Charest, Executor, of this my Last Will
and of my estate without the necessity of posting a bond or any other form of security. In the event
that John W. Chazest is unable to serve in this capacity, I then appoint Maxwell Rentschler,
Executor, of this my Last Will and of my estate without the necessity of posting a bond or any other
form of security. It is my expressed wish, desire and direction that the Executor take the commission
to which he is entitled for his services.
IN WIT'N'ESS WHEREOF, I have, to this my Last ~t~'ill and Testament, hereunto set my hand
and seal this 1 pith day of July A.D. One Thousand Nine Hundred and Ninety-seven (199?).
s. Aimette Friedberg (SEAL)
.-Annette Friedberg
1
We, the undersigned, do hereby certify that Annette Griedberg, the day and date hereof, in
our presence, we being in the presence of each other, signed, sealed, published and declared the
above instrument as and to be hr last Will and Testament, and that we, on the same occasion, at her
request and in her presence of each other, have hereunto signed our names as witnesses. We do
hereby further certify that the said Annette Friedberg, on this occasion, as we verily beieve, is of
sound and disposing mind and memory.
/s/ Frank J. Toole
Witness
/s/ Marilvn Lulus
Witness
2
~~ Citizens Bank
Account Number 6216324385
Account Title ANNETTE FRIEDBERG
Date O ened 1 /7/2008
Account T e Checkin
Principal Balance as of DOD $4429.76
Interest from Last Postin to DOD $ ,00
Account Balance as of DOD $4429.76
YTD Interest to DOD $5.92
T~ Citizens Bank
Account Number 6216324172
Account Title ANNETTE FRIEDBERG
Date O ened 2/9/2007
Account T e Checkin
Principal Balance as of DOD $17809.67
Interest from Last I'ostin to DOD $ .00
Account Balance as of DOD $17809.67
YTD Interest to DOD $591.13
/First
\Ke stone
/ NATI N
0 AL BANK
Yesterday's Traditions.Tomotrow's Vision.
PO Box 289 • 1 1 1 West Front Street, Berwick, PA 18603-0289
570.752.3671 • Tou FRee 888.759.2266 • Fax 570.752.4022
www.Firstkeystonenational.com
January 28, 2009
Martson Law Offices
10 East High Street
Carlisle PA 17013
Re: Annette Friedberg
SS # 172 38 8985
The First Keystone National Bank submits the following report on open accounts as of
date of death:
Names on Account: Annette Friedberg
Type of Account: Certificate of Deposit
Account # 1001115130
Date Opened: May 17, 2004
Balance on Date of Death: $ 11,636.09
Accrued Interest Not Paid to Date of Death: $64.95
Sincerely,
Bonnie L Nevel
Customer Service
570-752-3671
May, 6. 2009 3:17PM PNC BANK 412-705-2747
~~
ins 7~~ w~v
May 6, 2009
Vicki Otto
Attorney at Law
IOEHighSt
Carlisle, PA 17013
RE: Annette Friedberg
SSN: 172-38-8985
DOD: 10-24-2008
Dear Ms. Otto:
No, 2792 P. 1 ~
i
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account # 31800176096 Established:. 01-07-2000
ANNETTE FRIEABERG
DOD balance: $ 47,118.43 +44.03 accrued interest
Checking Account
Account # 900037403 Established: 06-11-1996
,ANNETTE FRIEI~BERG
DOD balance: $ 69.12 + 0.00 accrued interest
Please note that this oi~ce provides date of death balances for deposit accounts (IItAs, CDs, Checking and
Savings). We do not process any f aancial transactions or provide statements. ffyou need assistance with
any of these items, please call 1-888-PNC-SANK (1-888-762-2265) or stop by your local PNG Hank branch
office..
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Fage 1 of 1 '
Fax transmittal
Wi~HO~VIA
waehovia Bank N.A.
Balance Confirmation Services
P O Box 40028
Roanoke, VA 24022-7313
November 25, 2008
MARTSON DEARDORFF WII.LIAMS & OTTO
10 EAST HIGH STREET
CARLISLE, PA 17013
Reference ID: 2633488
SUBJECT: Verification /Confirmation of Account and Balance Information provided for:
Castomer: ANNETTE FRIEDBERG {SSN~ X?OL-XX-898
Date of Death: October 24, 2008
Delwait Accoutrt Information
Account Aoeou~
.1,
e N
b Date ofDeedh _
Avera®e Die Maturity Interest Accrued
um
yP
er ~~
Balance' Opcared Date Rate Irtercat Irte Pud Date
Closed
CERTIFICATE OF 7~p~~~173
DEPOSIT $40,060.87 Z/23/2003 1~ir2009 392 $17.17
51,764.61
l 1124/'2008
LEGAL TITLE: ANNETTE FRIEDBERG
CLOSING BALANCE: 540065.16
CHECKIIVG ~~ $5,525.00 11/6/1991
OS
LEGAL TITLE: ANNETTE FRIEDHERG .
$0.13 $1.18 11/24!2008
CLOSING BALANCE: $5525.33
Revolving Credit Formation
11/25/2008 11;13:09 AM PAGE 1/002 Fax Server
Acoou~ Account Date of Death Credit Date Date Timm Leal Title
TYPe Numbs Balance Limit
Opand Closed Late
INSTANT CASH 7/6/1994
RESERVE 518 50.00 ANNEI'I'E FRIEDBERG
SYMiTRA
December 22, 2008
Estate of Annette Friedberg
C/o Manson Law Offices
Attn: Victoria L Otto
10 E High Street
Carlisle, PA 17013
RE: Symetra Life Insurance Company Annuity V000032431 for Annette Friedberg
Dear Ms. Otto:
Per your request dated December 2, 2008, the date of death value on the above mentioned
annuity is as follows:
Date of Death Value October 24, 2008 $30,058.02
We~appreciate the opportunity to serve our customers. Our service center is located in
Bellevue, Washington. If you have any questions or would like help finding an agent or
advisor in your area, please contact us at 1-800-SYMETRA or 1-800-'196-3872. Select
option 2 for Retirement Services, followed by option 3 for the Individual Retirement
Plans unit. To reach me directly, please press 9 followed by my extension 65390. Our
customer service representatives are available from 7:00 a.m. to 4:30 p.m. Pacific Time,
Monday through Friday.
Sincerely,
~<
~. ~
~~ -`.
Ron Fabien
Claims Examiner
Retirement Services
Symetra Life Insurance Company
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