Loading...
HomeMy WebLinkAbout11-17-09_~ 15056051047 REV-1500 Ex (os-o5) PA Department d Revarale Bureau of indmduel Taws INHERITANCE TAX RETURN Po BDx zeoeot Ilam>aburg.PAmzaaeol RESIDENTD ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death ~1r 6 5. 1 4 i. 9 8 0~ 2 t9=P 2 3„: 2~ 0 0~ y. Decedent's Last Name Suffix 3M:RT T L.paMAjzN- (N ApplleabM) Enter Surviving Sp~wrss's Informatlon Below Spouse's Last Name Suffix Spouse's Social Security Number " "" ` "" THIS RETURN MUST BE FILED IN DUPLICATE YYITFI THE -. REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW fi 1. Original Realm O 2. Supplememel Retum O 3. Remainder Rewm (date of death - prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Rehm Required death after 12-12-82) 6. Decedent Died Testate O 7. Decedent Maintained a lJving Trust 1 8. Total Number of Safe DepoeR Soxes (Atach Copy of WIII) (Attach Copy of Trust) O 9. Litigation Proceeds Recelvetl O 10. Spousal Poverty Credit (date of death O 11. Election to taz under Sec. 9113(A) between 12-31.91 end 1-1-95) (Attach Sch. O) CORRESPONDENT - TINE SECTNIN MUBT SE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SI~ULD SE DNtECTEO T0: Name Daytime Telephone Number M,ar1 i;n R McC a lab 13 aq 71 7 69 1 7,7 70 Finn Name (If Applicable) _ First IIrIe of address 2 1 9 E: s e t. M a .i *n Second line of address P,A Bo_x X30 City or PostOffice .Mac haln ics bu rg Correspondent's e-maB address: Under penaaiea of pmjury,l declare that I have examirrotl this it is au9, tarreCt arld Wnmbre. Oeol-etion d oraoarer aMw FOR FIL9JG RETURN OFFICIAL USE ONLY County Coda Year F~ NumOer ~d, 3u _:y 0i 9,~n ..u0 0 3%,7,', 1 Date of Birth 'r7~s 91(1 ~9ta 2?, ..5o- u~M+arovm '+~++~~ £,~,n.1. ..a, Decedent's First Name MI A=R`R AzMr I;N, t;4, Ak `. ~E_ Spouse's Fira[ Nome MI . .. ~. ~ A . ...:. .. «, .:.. S t r e e t State ZIP Code P.A 1 70 5 REGISTOF WILLS U~UNLY O T? .O Z ~L.I 1 SI ~ S ~ ? ' c ~~77 J r i i ~c ..: ~ ~ ~; OJd'E FILED ~ Ti O. , .-~; _ . :`~ eotledule8 end stelaments, and to the best of 3L based on aX information of wlerlr oreoere CO~EX@C8. Side 1 ' L 15056D51047 15D56051047 J t~ 219 East Main St.. P.O. Box 230, Mechanicabura PA 17055 PLEASE US! OR161MAL FORM ONLY ~~ J 15056052048 REV-1500 EX OecedenCa Sodal Security Number oeceaenra Name: Arratainda 8. Mattleman 1 6 ° 5 1 4=, 9 ~ 8 ; 0'.~ 2 :. RECAPITULATION 1. Real estate (Schedue A) ............................................. 1. ~!: . ~~ t0 2. Stocks and Bonds (Schedue B) ..................................... .. 2. d~ dY ,~y . A .9'~' ~P R ~M 3. Ckxsely Held Corporefion, Partnership or Sole-Proprietorship (Schedule C) . .. 3.. + 4. Mortgages 8 Notes Receivable (Schedule D) ........................... .. 4. .. 5. Cash, Bank Deposifs & Miscellaneous Personal Properly (Schedule E) .... 5 1 '9 '? 8. Jokrtly Owned Properly (Sdreduks F) O Separate Billing Requested ... 8. ~ ; 4 ~ 4 ` 7. Inter-Vivos Transfers & MiscNlaneous Non-Probate Property ~ - '; +.~ ~ ,n., w;a~"~ F~~t„~ (Schedule G) O Separate Billing Requested...... .. 7 `.. ;; _ ". 8. Total Gross Asssb (total Lines 1-7) ............................. ...... 8. ~ '.. , 6 ~3 `. 5 9. Funeral F~enses & Atlminishative Costs (Schedule H) ................. 9. , - ;9 4 10. Debts of Decedent, Mortgage Liabil9bs, & Liens (Schedule I) ............ .. 10. ~ 2 11. Total OsdueOons (total Lines 9 & 10) .. ............................ 11 ( ` 9{. 7 ~~T 12. Net Value of Estate (Line 8 minus line 11) ........ ~ - ~` ~ ......... ....... 12 7 ; 13. Charitable end Governmental Bequeata/Sec 9113 Trusts for which ) ) an eleclbn to tax has not been made (Schedule J) ........................ 13. ;± ! ; 1 ;?. 74. Net Valor Subjset to Tax (Line 12 minus Line 13) .................... .... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 91ts (a)(1.2) X .0~ 15. 18. Amount of Line 14 taxable at lineal refs X .0 45 tg 17. Amount of Line 14 taxable et sibling rate X .12 17. 18. Amount d Line 14 taxable at collateral rate X .15 ig, 79. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL tF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT S1de 2 L 15D56D52048 15056052048 J REV -150a EX ~ (1 -97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. ~mucn Arraminda E. Mattleman SS~~ 165-14-9802 02/23/2009 21-09-0371 Include the proceeds of Iftigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship muct be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION _ _ OF DEATH 1 I Coins in Decedent's safe deposit box. 319.31 2 PNC Bank, Certificate of Deposit Acct. ~~31200328303, - principal balance as of D.O.D.: $10,374.47; interest accrued to D.O.D.: $19.39. 3 I PNC Bank, Checking Acct. ~/50-0366-5879, - principal balance as D.O.D.: $1,689.81; interest accrued to D.O.D.: $0.12. 4 1977 Redman New Moon mobile home. 5 1984 Buick Regal Limited Coupe automobile, - 2-dr., (VIN: 1G4AM47A2EH473160). 6 Discover Bank, - refund of credit card balance. 7 Guardian Elder Care, - Forest Park Nursing Home refund. 8 Household goods, contents, furniture and furnishings. 9 Independence Blue Cross, - reimbursement for medical expense. 10 Independence Blue Cross, - refund of insurance premium. 11 Liberty Mutual Ins. Co., - refund of automobile insurance premium. 12 Verizon, - refund. 10,393.86 1,689.93 4,495.00 300.00 17.81 1,190.50 765.00 51.04 32.40 95.00 14.56 TOTAL (Also enter on line 5 Recapitulation) ~S 19 364 41 (If more space is needed, insert additional sheets of the same size) Copyright (c)1996 form software only CP9ystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1609 E%. (1 -97) SCHEDULE F JOINTLY-OWNED PROPERTY Arraminda E. Mattleman SSA{ 165-14-9802 02/23/2009 21-09-0371 If an asset was made joint wkhin one year of the decedent's date of death, k must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Hilary Paetzold 23 Goldenrod Drive Daughter Carlisle, PA 17015 B. C. Maureen Mattleman JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY Inclutle name of flnanclallmtltWon and hank account number or similar IdantMylrg number. Attach deed for)omty-hem real estate. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERES' 1 A 09/12/06 Centric Bank, Checking 706.95 SO.OOy, 353.48 cct. ~p1930017; - joint account established 09/12/2006, in names of Decedent and Hilary Paetzold; principal balance as of D.O.D.: $706.95; no interest accrued to D.O.D. 2 A 08/19/94 &T Bank, Checking Acct. 15,136.34 SO.OOY. 7,568.17 /1200216; - joint account established 08/19/1994, in names of Decedent and Hilary Paetzold; principal balance as of D.O.D.: $15,135.73; interest accrued to D.O.D.: $0.61. 3 A 01/28/03 &T Bank, Savings Acct. 31,001.26 50.007, 15,500.63 j15004198358234; - joint account established 01/28/2003, in names of Decedent and Hilary Paetzold; principal balance as of D.O.D.: $03,994.55; interest accrued to D.O.D.: $6.71. 4 A 09/01/99 PNC Bank, Checking Acct. 3,656.13 SO.OOY 1,828.07 X5002100083; - joint Tot 1 of Contin ation Schedule(s) 18,932.46 TOTAL (Also enter on line 6, Recapit (If more space is needed insert addRional sheets of the same Copyright (c) 1996 form software only CPSystems, Inc. 1758 Springfield Ave. Daughter Pennsauken, NJ 08110 44,182.81 Form REV-2509 EX (Rev, t-97) Estate of: Arraminda E. Mattleman Soc Sec ~{: 165-14-9802 Date of Death: 02/23/2009 Continuation of Schedule F (Jointly Owned Property) Item Ltr for Date Description of property Total Val Decds Dollar Val of ~~ Jt Ten Joint of Asset % Int Decds Interest account established 09/01/1999, in names of Decedent and Hilary Paetzold; principal balance as of D.O.D.: $3,655.88; interest accrued to D.O.D.: $0.25. 5 B 05/01/76 PNC Bank, Checking Acct. 3,440.00 50.00% 1,720.00 ~~8101771775; - joint account established 05/01/1976, in names of Decedent and Maureen Mattleman; principal balance as of D.O.D.: $3,439.51; interest accrued to D.O.D.: $0.49. 6 A 10/20/99 PNC Bank, Savings Acct. 28,356.70 SO.OOY, 14,178.35 ~~5002048483; - joint account established 10/20/1999, in names of Decedent and Hilary- Paetzold; principal balance as of D.O.D.: $28,342.20; interest accrued to D.O.D.: $14.50. 7 B 02/01/83 PNC Bank, Savings Acct. 6,068.22 SO.OOY. 3,034.11 ~p8101811634; - joint account established 02/01/1983, in names of Decedent and Maureen Mattleman; principal balance as of D.O.D.: $6,067.32; interest accrued to D.O.D.: $0.90. -------------- 18,932.46 REV-1511 EX ~ (1-9~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS "' • ^ • ~ "• !'rLC tlYMOCM Arraminda E. Mattleman SS~~ 165-14-9802 02/23/2009 21-09-0371 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Pennsauken Country Club, - funeral luncheon. 394.58 2 Stephenson, Brown Funeral Home, - Pennsauken, NJ; funeral expense. 8. ADMINISTRATIVE COSTS: 7. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2 Attorney's Fees Law Offices-Marlin R. MCCaleb 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 Decedem 4. ProbateFeas Register of Wilis 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Barbara's Certified Appraisal Service, - appraisal of mobile home. 2 Cumberland Law Journal, - advertising Letters. 3 Linden Hall Antiques, - appraisal of household contents and furniture. 4 PNC Bank, - check printing fee. S Register of Wills, - filing Inventory and Appraisement. Total Schedules 6,400.00 2,100.00 102.00 125.00 75.00 65.00 16.99 30.00 _ TOTAL (Also enter on line 9 Recapitulation) ~S 9 477 53 (If more space is needed, insert additional sheets of the same sree) Copyright (c)1996 form software only CPSystems, Inc Form REV-7577 EX (Rav. 1-97) Estate of: Arraminda E. Mattleman Soc Sec ~~: 165-14-9802 Date of Death: 02/23/2009 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount ~~ 6 The Patriot-News, - advertising Letters. 168.96 -------------- 168.96 REV-1512 E% ~ (1-9~ SCHEDULEI DEBTS OF DECEDENT, TGAGE LIABILITIES, AND Arraminda E. Mattleman SSA/ 165-14-9802 02/23/2009 21 09 0371 ' Include unroimbursed medical expenses. REV-1513 E% ~ (9-00) SCHEDULE) BENEFICIARIES Arraminda E. Mattleman SS~k 165-14-9Am n~/9z/~nno NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ELA ON P 0 C D Do Not List Trustee(s) AMO S AR OF ESTATE I. TAXABLE DISTRIBUTIONS [Include outright spousaldlatrlbutloris,and tramfers under Sec. 9116(a)(1.2)j 1 Hilary Paetzold Daughter 49,425.69 23 Goldenrod Drive Carlisle, PA 17015 2 Maureen Mattleman Daughter 4,356.69 1758 Springfield Ave. Pennsauken, NJ 08110 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPflIATE, ON R EV 7500 COVER SHEET 11. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 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 S r,. 0.00 w ~~.no apace n neeaeo, InSeR eO01e0rlel sheets Of the same size) - Copyright (c) 2000 form software any The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) LAST W/LL AND TESTAMENT I, ARRAMINDA E. MATTLEMAN, of 219 Birch Lane, Country Manor West, Carlisle, Cumberland County, Pennsylvania 17013, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all ,whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. I nominate and appoint Maureen Mattleman and Hilary Paetzold to be the co-personal representatives of my estate, to serve without bond. 5. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~` day of September, 1998. ~~ _ -A RAMINDA E. MATTLE N ~'® SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. .~.- u ~ • ~c~,c ~ ACKNOWLEDGMENT AND AFFIDAVIT WE, ARRAMINDA E. MATTLEMAN, CAROL S. ROSS and HEATHER A.------ -__ BARBOUR, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ARRAMINDA E. MATTLE~MAN '~ yD T~ (t.~J CAROL S. RUSS HEATHER A. BARBOUR COMAAONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by ARRAMINDA E. MATTLEMAN, the testatrix herein, and subscribed and sworn to before me by CAROL S. RUSS and HEATHER A. BARBOUR, witnesses, this /,('-f4 day of September, 1998. Public NOTARIAL SEAL BONNIE L. COYLE, NOTARY PUBLIC 8080 OF MT HOLLY SPRINGS, CUMBERLAND CO. MY COMMISSION EXPIRES OCTOBER 17, 1998 Apr. 3^. 2039 10:~0AM PNC HANK 412-105-2?47 ~C t~-tantewer April 30, zoo9 Marlin R McCaleb Esq 219 E Main St PO Box 230. Meehaniasbur8, PA 17055 RE: Namc: Aaaminda E Mattlemaa SSN: 165-14-9802 DOD: 02.23-2009 Dear Mr. McCaleb: N~. 242 In response to your request for Date of Death t;DOD) balattces for the customer noted above, our records show the followIog: Certitkate oPDepaft Accouat# 31200328303 Established: 06.02-2008 ARRAMIIQDA E MATTI,EMAN FUNERAL EXPENSE ACCT DOD balance: 510,374,47+ 19.39 accrued interest Interest paid OI-O1-2009 tbrv OZ-23 2009 S56.93 YTD Cheeting Accoant Account # 5002100083 ARRAMINDA E MATTI.EMAN HII.ARY PAETZOI,D DOD balance: 53,655.88 + 0.25 accrued inerest Interest paid 01-01-2009 thru 02-23-2009'511.30 YTD Account # 8101771775 MAUREEN MATTLEMAN ARRAMQVDA E MATfLEMAN DOD balatux: 53,439.51 + 0.49 accrued interest Interest paid 01-01-2009 tbru 02-23-2009 50.71 YTD Established: 09.01-1999 Established: OS-O1-1976 ' Page 1 of 2 SCHEDULE E, Items Nos. 2 and 3 SCHEDULE F, Items'NOS. 4,5,6 and 7 Avr.3G. 2009 'O:~OAM Savings Account Account # 5002048483 FNC RAVK 412-10~-1747 ARRAMINDA E MATTLEMAN HILARY PAETZALD DOD balance: $28,342.20 + 14.50 accrued interest Interest paid 01-O1-2009 thru 02-23-2009 $16.39 YTD Acwunt # 5003665879 ARRAMINDA E MATTLEMAN DOD balance: S 1,689.81 + 0.12 actxttod interest lntetest paid 01-01-2009 thtu 02-23-2009 50.41 YTD Account # 8101811634 MA[1REEN MATTLEMAN ARRAMIDTDA E MATTLEMAN DOD balance: 56,067.32 + 0.90 accrued interest Interest paid OI -Ol -2009 tftttt 02-23-2009 $1.16 YTD 3de Dgtosft Hoz The decedent maiirtaiaod safe deposit box # 514 MAl1REEN MATTLEMAN ARRAMINDA E ;VJ.4TTLEMAN located at: Bmwing Branch 4934 Wesffield Ave Pennsauken, NJ 08110 856-661-3101 Na.2429 °. 2; 2 Established: 10-20-1999 Established: 09-16-2002 Established: 02-01-1983 Please none that •tbie olllce provldea due of death balmoes for deposit accounts (I1tAs, CDs, Checking cad Savings). We do not prim any 13aaacLl aaoaactioaa or provide atahmeab. If you need wiafaoce with my of these items; pletse call 1-888 PNC-BANK (i-888-762-2265) ar atop by yotu lost PNC Hank bnuwb offwe. Sincerely, National Fbranciel Services Center PNC Beak, N.A. Member FDIC Page 2 of 2 SCHEDULE E, Items Nos. 2 and 3 SCHEDULE F, Items Nos. 4,5,6 and 7 /c~aial~a'd ~P~~,~~""` G"`7`/rir~caa,C C~/~vice June 26, 2009 Mr. Mazlin McCaleb Frankereiger Place 219 E.Main St. Mechanicsburg, PA 17055 estimated remaining physical air condition, skirting, 8'X16' bow window front. Park is con lent, schools, fire, police, and Respectfully submitted Bazbara A. Martin 9~4 U~r~-~r~.le ~,c~ cp~aolcr, ,~~5'~~70,~'S k Pte` c~„~+~ ... r ~`~a~h Redman/New Moon home. Serial ,,, ,. lisp, PA 17015 owned by: the Estate of to be in fair condition with some minor deterioration, il. ~ y_~.. SCHEDULE E, Item No. 4 MnNUF~CTRR® NOU&NG VM.UATION r .`lJax~iuxa 1- ~Nxl.~~ea./ <?~,ixtzriJal C-~x?ice INVOICE # Ql~~ To: Pa~e~Z a ~~ ,~.~' Go lol od Dr. Ca_I~s1~, ~~ J~dis' ,~ ym. ... gA l w x iPidth: ,..~ L~tj3''~3~;a ~`~ ~~ as~~3 7~ ~~' Estiant®d Market Va1na. $ ~'~'~~: ~d ,,,,:~~ .: TOTAL AMOUNT DUE UPON RECEIPT: $~,~ rj', Q[j PAYABLE TO: BARBARA'S CERTIFIED MANUFACTURED HOUSING SERVICE THANx YDO. (79) 7,x.8'-~47,~' SCHEDULE E, Item No. 4 Date ~/~~,pa 9 :n ~:. ~~ a ~~~ Q ~/ oR ~ ~. y3~ WMIF~CiY1HUXW~INo v~twnaw Y :; ~r ®®~® FREYSINGER PONTIAC, GMC, BUICK, MAZDA, HYUNDAI, INC. 6251 CARLISLE PIIO= / MECHANICSBURG, PA 17050 • TEL 717-76B9422 ire /9~`/ .t~~l~ /~ ~ ~i.9-~ 2 v ~ . ~ o. o0 l7 /Ce~,fc / ~f e v~ 30 /~1/ ~ lG~!/~/~'1y'7i9.L~/~/C~7,3/Gr~~ -/~s~e~/~..~ 9oa~/ /~r~ _%.~e 2a/O o 9CAEDULE E,'Item No. 5 UNDFN l7ALL ANTItlUEs 271 N. OLD STONE HOUSE ROAD CARLJSLE,PA 17045 717-249-1878 To: Madin R. McCaleb, Attamey 219 Ead Main Street Meehardabtag, PA 17055 From: wream G. Rowe, Appriseer 211 N. Old Stine Home Road Carlisle, PA 17015 Re: Penarral Property Apprakel F_staM of Anarrrtrrda Matlbman 219 Btrclr Lane Cat6b, PA 17015 DOD' February 23, 2008 Date: Jrrty 9.2009 Horreelwld ioarrm Dfshes 5 pc kmdrerrelte sd Ratrigerator Microwave Pots /perm uuNDRr Roos w.aha<idryer Krridr brarJm Bedroom aet Smep T.V. STORAGE Mieoe1arreorm household LMNfi ROOM Sow 2 uplroklered clreks T.V. 8 cabinet Bookcase BEDROOM Be~nom set ICrrick knacks ~~ Household iterrm 510.00 55.00 105.00 130.00 515.00 510.00 5100.00 525.00 115.00 5150.00 55.00 555.00 530.00 X0.00 510.00 115.00 515.00 520.00 550.00 550.00 510.00 510.00 510.00 510.00 Metllerrran Appraisal 1 07I09R009 SCHEDULE E, Item No. 8 aa~29~2ees 12: a1 717esn a72 CENTRIC BANK PAaE 01: 02 CENTRIC BANi~ •. -~ ~ 41Cc revolve 'around you. .FAX DATE: a/ze/zoos j'p; Mx, MaCaleb kROM: Dee Hoeler ~,• Arraminda Mattleman • Hilary Paetzold FAX #. 691.7772 PAGES: 2 OnnwdinQ vowr allow) In regards to Arzat¢inda Mattlsmaa's account with our financial institution Hilary Paetzold became a joint account holder to Ma. Mattleman on 9/12/2006. The deposit inquiry form shows you the balance on the data of death which occurred on 2/23/2D09.-Her balance at thnt time was $706.95. Any further questions or concerns please don't hesitate to call me. My direct line is 717.909.8322. Thank you, Hoale 3601 Vastaa Way Harciabur~, PA Ill I0 T 717.697.7777 F 717,6$7, i7~6 .vrw.emrtriebant.mm CaNFIDENTIALITY NOTICL+ Tho information M thla trmm~tiplm is iMentbd only fa the individual m mtlty tamed above. It mey be legeliy privilped and aaifidmdiei. If you haw tcxiwd this Infmmetion in ortor, notify m immediately at ehc numlm above grid by sendiap nc~ original nrnsmleaimi by mall. Raptor posta{a le;uarameed. If the radm of this mmwge b mrt die mtondad renlOMm, you aro hereby notified diet Lary dienlmare. dWcminatbn, dlttrihudon or copying of this eammunimtion or is eomantt is atriedy prohihited. SCHEDULE F, Item No. 1 ©~ 499 Michell Road, Millsboro, DE 19966 Mail Code DE-MB-I2 Law Offices Marlin R McCaleb 2'19 East Main Street PO Box 230 - Mechanicsburg, Pennsylvania 17055 Re: Estate of.• Arraminda E. Manleman Social Security: 165-14-9802 Date of Death: February 23 2009 Phone (888)502-4349 Fax (302)934-2955 April 27, 2009 Dear Sir or Madam: Per your inquvy dated April 21, 2009, please be advised that at the time of death, the above-.named decedent had on deposit with this bank the following: 1. Type ofAccrnau CheckingAccmmt AccountNumber 1200216 Ownership (Names ojJ Arraminda Matlleman* Hilary Paeaold' Opening Date 8/19/94 Balance on Date ofDeath $15,135.73 Accrued Interest $ 0.61 Total $15,136.34 ------- 2. TypeofAccormt Savings Account Account Number 15004198358234 Ownership (Names o0 ArramindaMottleman* HilaryPaetzold* Opening Dote 1/28/03 Balance on Dale ofDeath $ 30,994.55 Accrued Interest $ 6.71 Total $ 31,001.26 --------------- --- Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with ao account Dumber and/or name of any possbk joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please rnntact our Carlisle Pike Office # 717-795-1710. Sinc Trade Hare Adjustment Services ;~~~~_ SCHEDULE F, Items Nos. 2 and 3