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HomeMy WebLinkAbout10-27-09J 1505607120 REV-1500 ~ (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.28o6ot 2 1 0 9 0 7 6 4 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 200 24 1738 07 28 2009 08 05 1929 Decedent's Last Name Suffix Decedent's First Name MI BACHMAN DONALD R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Socia! 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 Retum 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-82) X g Decedent Died Testate ^ ~ Decedent Maintained a Living Trust ]_ 8. Totai Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 1 p. Spousal Poverty Credit (date of death ^ 11.Election to tax under Sec. 9113(A) ^ ^ between 12-31-91 and 1-1-95) inw.,..~, c..~, ni CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JOEL O. SECHRIST ESQ. 717 938 3396 r.~ Firm Name (If Applicable) JOEL O. SECHRIST, ATTORNEY First line of address 568 OLD YORK ROAD Second line of address City or Post Office ETTERS State ZIP Code PA 17319 Correspondent'se-mail address: sechristlaw@gmail.com '~ r-~ --~ .::`s =r ^.:':7 ,- -, _' `,:: --I -T - -y >; t 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~' =;~ _ Evelyn R Houseal ~' ~7 2 Z ADDRESS 140 Ridge Road, Etters, PA 17319 5 E OF PRER~2ER OTHER AN REPRESENTAT E DAT ~ y Joel O. Sechrist Esq. Z y ~, AD 6 Old York Road, Etters, PA 17319 Side 1 1505607120 1505607120 15056D722D REV-1500 EX DecedenrsName: Donald R Bachman Decedent's Social Security Number 2 0 0 2 4 17 3 8 RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 2 1 9, 5 9 0 3 8 2. ............. Stocks and Bonds (Schedule B) .................................................................. . 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. 9 8 ~ 2 3 4.13 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly le G) ~ Separate Billing Requested ............. d S h 7. 7 2 6 0 c e u .( 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 1 1 7, 8 9 7 1 1 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 1 1, 3 2 2 3 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................... . 10. 6 5 . 7 9 11. Total Deductions (total Lines 9 & 10) ..................................................................... . 11. 1 1 , 3 $ 8 0 9 12. .................... Net Value of Estate (Line 8 minus Line 11) ............................ ............ . 12. 1 0 6 , 5 0 9 0 2 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. 1 O 6 , 5 0 9 0 2 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 .00 0 . 0 0 15. 16. Amount of Line 14 taxable 0 0 0 16 at lineal rate X .045 . 17. Amount of Line 14 taxable 17 at sibling rate X .12 3 5, 4 4 3. 3 3 . 18. Amount of Line 14 taxable 18 at collateral rate X .15 7 1, 0 6 5. 6 9 . 19. ................. Tax Due ................................... ................................................................ 19. . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 0.00 4,253.20 10,659.85 14,913.05 Side 2 1505607220 1505607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-0764 DECEDENT'S NAME Donald R Bachman STREET ADDRESS Claremont Nursing 8~ Rehab. Center CITY Carlisle STATE ZIP PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InterestlPenalty if applicable p. Interest E. Penalty 745.65 Total Credits (A + B + C) (1) 14,913.05 Total InteresUPenatty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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 the TAX DUE. q. Enter the interest on the tax due. (2) 745.65 (3) (4) (5) 14,167.40 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 1 4,16 7.40 Make Check Payable to: REGISTER OF WILLS, 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 transferred or its income :.................................... ~ x c. retain a reversionary interest; or .................................................................................................................. ~ x 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? ...................................................... ................................................................. x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?,........ z 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ~ x 1F THE ANSWER TO ANY OF THE A80VE QUESTIONS !S YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January i, 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 statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (12)]. 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. §9115 (a) (1)j. 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)j. 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 y •~ STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bachman, Donald R 21-09-0764 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSiP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Vanguard-LifeStrategy Fund 11,822.79 2 Vanguard-Wellington Fund 3,512.85 3 Vanguard-Windsor II Fund 4,254.74 TOTAL (Also enter on Line 2, Recapitulation) 19,590.38 (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 !3 (Rev. 6-98) Rev-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Bachman, Donald R 21-09-0764 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with tfie right of survivorship must be disclosed on schedule F. (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) Rev1510 EX+ (6-96) SCHEDULE G ~~ INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bachman, Donald R 21-09-0764 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Savings Bond Series EE - $50.00 Series EE 72.60 72.60 issued 3/3/1988 POD to niece, Debora Trimmer TOTAL (Also enter on Line 7, Recapitulation) ~ 72.60 (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 G (Rev. 6-98) REV-1151 EX+ (1299) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Bachman, Donald R 21-09-0764 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: Gingerich Memorials engraving 135.00 B. ADMINISTRATIVE COSTS; 1. Personal Representative's Commissions Evelyn R Houseal Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 140 Ridge Road City Etters State PA zip 17319 Year(s) Commission paid 2. ~ Attorney's Fees Joel O. Sechrist Esq, 3. Family Exemption: (If decedent's address is not fhe same as claimant's, attach explanation) Claimant Street Address City State Zip ` Relationship of Claimant to Decedent 4. Probate Fees See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 5,890.00 4,700.00 341.00 7. Other Administrative Costs 256.30 See continuation schedule(s) attached TOTAL (Also enter on tine 9, Recapitulation) 11,322.30 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Bachman, Donald R ( 21-09-0764 ITEM AMOUNT NUMBER DESCR1PTlON Probate Fees 1 Clerk of Orphans Court file releases 2 Register of Wills additional probate fee 3 -Register of Wills--Probate Fee Other Administrative Costs 4 Carlisle Sentinel Executor's Notice 5 Cumberland Law Journal-Executor's Notice 6 Register of Wills file inheritance tax return H-64 Subtotal 20.00 50.00 271.00 341.00 166.30 75.00 15.00 H-B7 Subtotal 256.30 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (6.98) SCHEDULE i DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bachman, Donald R 27-I)9-0764 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Carlisle HMA Physician-Invoice 65.79 TOTAL (Also enter on Line 10, Recapitulation) ~ 65.79 (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-7573 EX+(9-00) ` SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bachman, Donald R 21-09-0764 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECE)VlNG PROPERTY DECEDENT (Words) ($$$) Do Nat List Trustee(s) I TAXABLE DISTRIBUTIONS [include outright spousal . distributions, and transfers under Sec. 9116(a)(1.2)] 1 Brian L Bachman Nephew one sixth of 5266 Smith-Stewart Road residue Girard, OH 44420 2 Robert S. Bachman Nephew one sixth of 980 Bristol-Champion Town Line Road residue Warren, OH 44481 3 Evelyn R Houseal Sister one third of 140 Ridge Road residue Etters, PA 17319 4 Susan Prescott Niece one third of 35 Cedar Drive residue York Haven, PA 17370 5 Debora Trimmer Niece 72.60 140 Ridge Road Etters, PA 17319 Total Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r sheet III NON-TAXABLE DISTRIBUTIONS: - A-SPOUiAtf3tSfiRtBtYTIONS-tf1~tDER-SECTtON-9tt3-FORWt#tCttARY - - BEING MADE t3. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART it -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET J 0.00 Copyright (c} 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) rte.: ~ ~ : C ~ ~ - _ ` -- ~ L AND TESTAMENT LAST VVII v ~ , - ~ - - - :, ~ ~~ ; ~. -. -~ J ~- J ~ ___. - - _, ~ ~ ' - -~` . - A]!V I30NALD R BAC3-iM -~ -~. . . ~ I, D©NALD R. BACHMAN, of Lemoyne, Cumberland County, State of Pennsylvania, do make, publish and declare this to be my Last Will arul Testament hereby revoking all prior wills made by me. FIR~S'T.• I direct that my funeral expenses shall be paid as soon as it is convenient to do so. SECOND: I give, devise and bequeath my airplane propeller clock to my brother, WILLIAM R BACHMAN, or if he should predecease me, I give it to his eldest son, ROBERT BACHMAl~ THIRD: I give, devise and bequeath the remainder of my property to my brothers and sister, RALPH R BACHMAN, WILLIAM R BACHMAN and EVELYN .R HDUSEAL in equal shares; in the event of my brothers or sister should predecease me, the share of the deceased shall pass directly to the heirs of the deceased. FOURTH.• I hereby nominate and appoint the DAUPHINDEPDSlTBANKAND TRUST COMPANY, Executor of my Estate. /Q IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~1n day of 1993. DONALD R. BACH[MAN Signed, published and declared by the Testator to be his Last Will, in the presence of us, who at his request and in his presence, and in the presence of each other, have hereunto signed our names as witnesses. ~` residing at ~~ ~ ~~ D~ ,~. ~ . ~ ~ residing at ~ C ~ ~ ~ o~ ~ ~ ~ N-~ `y `/`'~ f 7 l f ~= residing at -2- _v ~ - ~= _ . FIRST CODICIL TO THE ~ -':~ _~ l ~ ~-~_- LAST WILL AND TESTAMENT OF -~ c-~~: , ~ `~ ~ ~~. -T, _ -,_ , a DONALD R. BACHMAN ''~ a ~' - . ~ _ I, DONALD R. BACHMAN, of Dauphin County, Pennsylvania, being of sound mind and memory, do make, publish and declare this the First Codicil to my Last Will and Testament dated October 26, 1993 FIRST: Paragraph FOURTH of my Last Will and Testament dated October 26, 1993, is deleted in its entirety and is replaced with the following: FOURTH: I hereby nominate, constitute and appoint my sister, EVELYl~" R. HOUSEAL as Executrix of this, my Last Will and Testament; and I do direct that no bond shall be required of such Executrix hereunder. My said Executrix shall have full power at her discretion to do any and all things necessary for the complete administration of my estate, including the power to sell at public or private sale and without order of Court, any real or personal property belonging to my estate, and to compound, compromise or otherwise to settle or adjust any and all claims, charges, debts and demands, whatsoever, against or in favor of my estate, as fully as I could do if living. In the event that my sister, EVELYN R. HOUSEAL, does not survive me or fails to qualify, then I nominate, constitute and appoint my niece, DEBRA JO TRIMMER, as the alternate Executrix. Said alternate Exectrix shall have all of the powers, privileges, duties and immunities as hereinbefore more fully set forth for my original Executrix. 1 Donald R. Bachman SECOND: In all other respects not inconsistent herewith my Last Will and Testament dated October 26, 1993, is hereby reaffirmed. IN WITNESS WHEREOF, I, DONALD R. BACHMAI~T, have set my hand and seal to this First Codicil to my Last Will and Testament dated October 26, 1993, which consists of two (2) pages, to each of which I have affixed my signature this ~ ~ ~ day of ~~ ! `I , 2005. "/ ~ ,~"~~-~,,a--~fl ~~ ~ ,~~c, (SEAL) Donald R. Bachman Signed, sealed, published and declared by the above named Testator as and for the First Codicil to his Last Will and Testament, in the presence of us, who at his request and in his presence and in the presence of each other have hereunto subscribed our names as witnesses. 2 Donald R. Bachman C/O Evelyn Houseal 140 Ridge Rd Etters, PA 17319-9663 ,.' ;? T Report for 07128/2009 Client Services: 800-662-2739 Page > 1 of 1 Total report va ue: $19,590.38 (Total report value includes any accrued dividends.) Donald R; Bachman - Indi4idual Account - ' Account value summary b,~ -,~„_. _ , ._... ._._. ~ ~ _ _ _ ._ _ _ - ! Nrice Per ~ , Accrued I Name Fund & Account Number Date- ~ Opened Shares ~ Share Value' Dividends Wellington Fund Inv 0021-09787504859 06/10/1985 133.670 ~ X2 53,512.85 - LifeStrategy Consrv Grwth , 0724 09787104453 ~ 08/11/1998 835.533 4.15 $1 $11,822.79 - 10073 09794571419 03/07!1986 ' 207.144 $20.54'' $4,254.74 - Windsor II Fund Inv Totals $19,590:38 $0.00 ----- --- Doesn't include accrued dividends. Exhibit to Sched~l~ 0339899263 09/03/2009 15:06:42 D & S CGINS 224 1=0URTH STREET NEW CUMBERLAND, PA. 17070 (717) 774-4182 ,. - Customer's Order No. _ BOUGHT/SOLD TO ADDRESS DATE /[d -~~ ~ ~~ ~~- ~~n PAYMENT METHOD - CASH CHECK SIGNATURE Exhibit to Schedule E ALL Claims and Returned Goyfd}s MUST be~,accom~nied By This Bill 1 ~.~~ ~~~ ~ ~~ ~- ~ ~ `~~~ ,''~ ~ e 1 ~ ~` ~ ~ ~~ ~ a, ~S'f ~ Q ~ ~ ~~ ~ ~ ~~ ~ e '' W ~ K ~'~ ~~~Q~ ~, ~i 1 ~_ ~~ ~ ~.S ~ ~' ~ ~~ C~ ;~ A ` L ~..-~ ~ ~. ~~ ~ ~-- ~~ ~ ~, ;~ C~ j ', ~ ~, a 6 ~ S ~~ ~,~~~ .~ ~ ~, ~~ ~ ~~ ~ ~~ '~ ~ ~~ ~, y ~ ~ ~fl ~',l ~ ~ ~~ ~, ~ ,~ ~ ~`' o ~ ,, ~ 1,'i ~ ~ ~~ ~~~~ o~ ~ ~ ~ ~ ~ / ,~ ~ ~ ~, ~~-~ d ce ~~ C ~~ t ',, ',, blt to Schedule E 1, ~Xhi ~i ij ,~~. 1 ;, ~~, ~' ~ f ~ ~" `~ ~~ ~.. ~'J~ '~~~'~ ~ o :1,, ~ ~ ~ ~~~~~ ~~~~~~ i. ~~ ~, ~ v., "; fit, `~ ~~~ ~~ ,, ,, 1, ;`~ ~ ~a ~~~ ;,~ ~ ,, ~ ~ P ~~- I ~' l ~ ~ P ~ ~; ,,. C ~~' ~ ~ ~ ~ `i~~ ~, ~~ C q ,, ~9~ ~, ~~ ~ C~ ~~ 1 ©Z ~ V~~P~ ~, p N '` ~ ~ ~ ~ ~ Q ~ ~ ~ ~- ~ ~ , ,~~ ~, ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~-s ~, ~~ ~~ ~ ~y ~ ~ s I ! ~- i~ `, ~ ~~ i~ ~~, ~~ ~~~ ~; ~ ~, ~, ;; 1~. i~~ t ii i ~ / ~ ~ "l 1 `' ~ ~ l '~, ~~ ~~ ~, 3 ~~~~ / %~~', ~~;C~~ ~,, ~, ~~,~, ~ Y~ 1 ~' ,, ~~ C`~'" ~' ~ ~,~ ~~ ~ ti... ~, ~ 1 ' ~~ ~~ ~~ ~ ~"" '; 1 '' ', . i~ ~ ,l ~~ QJ l ,I ~~ ~~~ 'I~ 1 Q ~ ~,~ ~' ~ 0 ,'~ ;., ,~ ~,, ~ ~ t I'. ~ ~ ~.~. ~ ~ ~, ~, ~~ Q . I~~. ~~ ~' S '~^ f~ ~ ~ o i h~ ~~ ~ ~~~ ~ C ~ ~ ~ v-P ~: S S o ~~!i J SQ G Q~s~ //~~ ~`p~ ~~ ~. I ~~ '`, !, t ~ ~~ ~ s ,~ i ~ ~~ J. September 8, 2009 Account # 0200XXXXXX JOEL O SECHRIST ESQUIRE ATTORNEY AT LAW 56 8 OLD YORK RD ETTERS, PA 17319 Dear MR SECHRIST: The following is the status of DONALD R BACHMAN's account with PSECU as of the date of death. Joint Owner's Name NONE Date of Death 07.28.2009 Date of Birth 08.05.1929 Share Description Open date Balance Accrued Dividend S O1 Regular Shares 05.24.1983 $ 399.85 $ 0.15 ~ tl ~ . 0 6 S 04 Checking 10.17.1995 94,501.45 6.99 ~H SDI. +~y S 07 Money Market 07.02.2004 1,041.51 .80 ~ ~ p H~,3 ~ C 51 60 Month Certificate 04.02.2004 1,240.15 4.04 a y y ~~, l C 52 60 Month Certificate 11.09.2004 881.22 2.87 , ~$ ~ ^~ The dividend earned from January 1, 2009 through the date of death was $111.07. The decedent had no loans with us. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, ~~~N""" J olbin Member Service Representative Finance Support Unit Exhibit to Schedule E Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 717.777.2100 (TDD) • 800.472.1967 (TDD) psecu.com This credit union is federally insured by the National Credit Union Adminisirotion. Equal Opportunity Lender `he Value of Your Paper Savings Bond(s) }14.0]S > .IOd~'K1.Udl I0,gj5 > Cakulate the Value of Your Paper Savings Bond(s) Ca#cu#ate the Va#ue of Your Paper Savings Bond{s) SAVINGS BONb CALCULATOR VaWe as of: { 07/2009 „_._. UPDATE ~'' }:. i„ Series: Denomination: Bond Serial Number: Issue Date: r --~ I1 ~F a,,.,r~~ ' 50 ___: g ~-... -~;L UWT~y INOW TO SAVE YOUR INVENTORY ...__...._......__.__....._....._.._. ____....._...__.........._._...._..._.1 ~e~~ct~~~~tar t?e:~~aL~ 3~r fd.~e;es:~~;t~r€ a3~:e i~7; 2(~~39 .~ r Total Price Total VaWe Total interest $25.00 $72.60 $47.60 i~ http: //w ww , tre asurydirect. gov/B C/ S BCPr i ce Irt`stxCiL"~.'tE06A5 __..___...__ ~.__. H:_.n_to..Llse.t.2e_Sa.~:.ir:;y..E,~ed a tv©tes cescs~;y;t~;n _ i NI Not Issued NE Not elgible for payment '. I PS IncWdes 3 month merest '. penalty '. MA Matured and not earning merest YTD Interest $1.42 Issue Next Final - Issue Interest Serial # Series Denom Date Aorrual Maturity gripe Interest Race Value , Note ~ NA EE $50 03/1988 09/2009 03/2018 $25.00 $47.60- 4.00%' ;72.66 '. Now would you rate this tool? '- Excellent ~-' Good Fair '-' Poor eg~;c _°irro ^na iciA c I l.:x ~ ~~.) n;:e I Prda_Y._&~ey^_ai'w,2ti~ I y-+.-3e Terns +s Contl;t ans I ~c es ~ ~~;Y. I ,t_,~~ li[Y J S. De ~artrner2 cf the ~i reasurv Pureau o` the Publi: Cea` F,Xhlhi t to Gr.~or~„~ o (~ 10/5/2009 1:43 PM Joel O. Sechrist, Esquire Attorney at Law 568 Old York Road Etters PA 17319 717 938-3396 Facsimile 717 938-9613 October 26, 2009 Cumberland County Register of Wills 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Donald R. Bachman 21-09-0764 Dear Register: Enclosed are two copies of the inheritance tax return in regard to the above estate. Also enclosed is a check for the tax in the amount of $14,167.40 and a check in the amount of $65.00, $50.00 of which is additional probate fee and $15.00 of which is for the filing of the tax return. V O. Sechrist _ .~ ,. ._, _ = ~.~ ~ , c.-a --. _ ~.. - C~J t -- _l . r --.1 '-~'s t ~ '~' t_,? ~~~ a ~~-~K i s N =r~ d m_ z~~E .~ ~~~__ a ~ 41 t,.i a. ~ d ~ ~~ ^t O ~ ~ w,~~ ~ .. 0. '~; ~ d_ ti ~~~~~ <~ -_ ~5~,~.M~ ~c_r c? e t. y L-_ C.~ ~, '~` L_i- -- L ~~ ti, C"7 ,. F__ -- (:L _ ~.° _ C~\! - V--- r,~ ~...; __ i ~. -- cVs <_; r ~ M f-I ~- UI (d O r-I~ l~ r-I ~ ~ •r-I C1~ 3 ~ ~ ~-+ ~ a o~ o ~ ,~ v ~~~ ~ ~ ~ ~ ~ •~ •~ o ~ b~ U Sa N cd FY ~ U ~ ~ Q ,j 'LS 0. ~ ~. .,