HomeMy WebLinkAbout06-21-10 (2)Bureau of Individual Taxes ~ounry ~oae rear me Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 0 0 0 4 3 2
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 6 5 3 8 1 4 3 3 0 4 1 6 2 0 1 0 0 3 0 6 1 9 4 6
Decedent's Last Name Suffix Decedent's First Name MI
M A L O N E Y B R E N D A G
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return
4. Limited Estate
^X 6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Return
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust ~
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sep 9113(A)
(Attach ~. 0) `=' :a
,:1
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORM HOULD BarDIRECT@D fC+:~
Name Daytime Teleptoni~~l~ber ~
G E R A L D J S H E K L E T S K I E S _
Q 7 1 7 7 ~° ~ 7~`~+ 3' 5
Firm Name (If Applicable) ~,; CJ~ ~ -
REGISTE ~~ US LY ~i
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S T O N E L A F A V E R S H E K L E T S K ,C
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First line of address I ~
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4 1 4 B R I D G E S T
Second line of address
P 0 B O X E
City or Post Office State ZIP Code L___._______.__ DATE FILED _ _ ~
N E W C U M B E R L A N D P A 1 7 0 7 0
Correspondent's a-mail address: g s h e k l e t s k i o~ s t o n e l a W• n e t
Under penahies 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.
SIGNAT RE C~F PER N RESPONSIBLE FOR FILING RETURN DATE
r!j'~ / ~~/ L~
ADDRESS
MICHAEL J• MALONEY 3600 FRANKLIN AVE•MECHANIC SBURG PA 17050
SIGNAT EPA - O THAN P
_7 ~/~ ~~~
ADDRESS
GERALD J•SHEKLETSKI, ESQ• 414 BRIDGE ST• NEW CUMBERLAND PA 17070
PLEASE USE ORIGINAL FORM ONLY
Side 1 !r
1505607121 1505607121
15D56D7221
REV-1500 EX Decedent's Social Security Number
~ecedent'sName: BRENDA G MALONEY 1 6 5 3 8 1 4 3 3
RECAPITULATION
1.
......................................
Real estate (Schedule A)
..
1 •
2. Stocks and Bonds (Schedule B) ................................ .. 2•
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages & Notes Receivable (Schedule D) ...................... .. 4.
1 3 7 5 1 . D 3
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6•
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 1 3 0 6 0
7 6
(Schedule G) ^ Separate Billing Requested ..... .. 7. .
8 2 6 8 2 7 6 3
8. Total Gross Assets (total Lines 1-7) ....................... ...
.
9. Funeral Expenses & Administrative Costs (Schedule H) .............. .. 9•
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .......... .. 10. •
11. Total Deductions (total Lines 9 ~ 10) ........................ .. 11.
12. Net Value of Estate (Line 8 minus Line 11) ....................... .. 12• 2 6 8 2 7 . 6 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................ .. 13.
2 6 8 2 7 6 3
14. Net Value Subject 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. 9116
2 6 8 2 7 6 3
15
D.
D
0
(a>(1.2> x.ooo .
16. Amount of Line 14 taxable D D D D D D
at lineal rate X .0 _ 1g.
17. Amount of Line 14 taxable D D D 17 D D D
at sibling rate X .12 .
18. Amount of Line 14 taxable D D D
at collateral rate X .15 18.
D • D D
..............................................
19. Tax Due ..19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
15D5607221 15D56D7221 J
REV-1500 EX Page 3
Opr_pdent's Complete Address:
File Number
21 10 00432
DECEDENT'S NAME
.BRENDA G• MALONEY
-_ ---
STREET ADDRESS
3600 FRANKLIN AVE• -_ __
_ _- - _ -- -- _-____---_ _ FA E i zlP
CITY
MECHANICSBURG '17050
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 0 • 0 0
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0 • 0 0
3. Interest/Penalty if applicable
D. I nterest
E. Penalty
Total Interest/Penalty (D + E) (3) 0 • 0 0
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. (4) 0 • 0 0
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 • 0 0
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0 • 0 0
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; ......................... ......
^
c. retain a reversionary interest; or .......................................................................................... ......
^ 0
d. receive the promise for life of either payments, benefits or care? ................................................. ......
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
^
0
without receiving adequate consideration? .................................................................................
h? ......
^
...
3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her deat ......
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
4
.
contains a beneficiary designation? ............................................................................................ ...... ^X ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)]. 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 p2 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 + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
BRENDA G• MALONEY 21 10 00432
Include the proceeds of litigation and the date the proceeds were received by the estate.
Atl property jointty-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~. BELCO COMMUNITY CREDIT UNION ACCOUNT NUMBER 13,751.03
711250 - REGULAR SAVINGS
TOTAL (Also enter online 5, Recapitulation) 13 13 , 7 51 ~ 3
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS 8~
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
BRENDA G• MALONEY _ 21 10 00432
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 THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACHACOPYOFTHEDEEDFORREALESTATE.
DATE OF DEATH
VALUE OF ASSET
%OF DECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
1. RIVERSOURCE LIFE INSURANCE COMPANY 13,076.60 100• 13,076.60
RIVERSOURCE RETIREMENT ADVISOR
ADVANTAGE PLUS VA ACCOUNT
#0931075817599004
TRANSFEREE~MICHAEL J• MALONEY-SPOUSE
TOTAL (Also enter on line 7 Recapitulation) ~ $ 13 , D 7 6 • 6 D
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BRENDA G. MALONEY 21 10 00432
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. MICHAEL J• MALONEY
3600 FRANKLIN AV • SPOUSE $26,827.63
MECHANICSBURG, PA 17050
I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I S
(If more space is needed, insert additional sheets of the same size)
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F.\ROCS\EP\WILLS\Maloney.Brenda.wpd
LAST WILL AND TESTAMENT
OF
BRENDA G. MALONEY
I, BRENDA G. MALONEY, of Hampden Township, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
ITEM I: I devise and bequeath all of my estate of every nature
and wherever situate to my spouse, MICHAEL J. MALONEY, if he survives
me.
ITEM II: Should my spouse, MICHAEL J. MALONEY, fail to survive me,
I make the following specific bequests:
A. My antique telephones to my son, BRYAN K. GRUNDON, of
Lincoln, Vermont, if he survives me.
B. My antique guns to my daughter, CAREY A. MILLER, of
Boiling Springs, Pennsylvania, if she survives me.
ITEM III: Should my spouse, MICHAEL J. MALONEY, fail to survive
me, I devise and bequeath all of my estate, of every nature and wherever
situate, in equal shares to such of my children, BRYAN K. GRUNDON and
CAREY A. MILLER, as survive me. Should any of my children predecease
me, I devise and bequeath the share of such child to his or her issue,
per stirpes; and should any such child of mine leave no such issue
Page 1 of 4
living foilowifigrmy death, I devise and bequeath the share of such child
to my issue, per stirpes.
ITEM III: I appoint my Executor and his successors guardian of any
property which passes, either under this will or otherwise, to a minor
and with respect to which I am authorized to appoint a guardian and have
not otherwise specifically done so, provided that this appointment of a
guardian shall not supersede the right of any fiduciary in its
discretion to distribute a share where possible to the minor or to
another for the•minor'.s b~ene-fit. Such guardian shall have the power to
use principal as well as income from time to time for the minor's
support and education (including college education, both graduate and
undergraduate) without regard to his or her parent's ability to provide
for such support and education, or to make payment for these purposes,
without further responsibility, to the minor or to the minor's parent or
to any person taking care of the minor.
ITEM IV: I appoint my spouse, MICHAEL J. MALONEY, Executor of this
my last will. Should my spouse, MICHAEL J. MALONEY, fail to qualify or
cease to act as Executor, I appoint my daughter, CAREY A. MILLER,
Executrix of this my last will. Should my daughter, CAREY A. MILLER,
fail to qualify or cease to act as Executrix, I appoint my son, BRYAN K.
GRUNDON, Executor of this my last will.
ITEM V: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his or her duties
in any jurisdiction.
Page 2 of 4
[ ` ~.
i ~
BRENDA G. MALONEY
SIGNED, SEALED, PUBLISHED and DECLARED by BRENDA G. MALONEY, the
~I Testatrix above named, as and for her Last Will and Testament, and in
Wit'fiess
COMMONWEALTH OF PENNSYLVANIA:
. SS:
COUNTY OF CUMBERLAND
414 Brid e St. New Cumberland PA
Address
I, BRENDA G. MALONEY, the Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instrument
as my last will; that I signed it willingly and that I signed it as my
frse and voluntary act:for-the purposes therein contained.
r _
.~ .
BRENDA G. MALONEY
Sworn to or affirmed to and acknowledged before me by BRENDA G.
MALONEY, the Testatrix, this ~_ day of '
2009.
COMMONWEAL~1-1 Of PENNSYLVANIA
NOTARIAL SEAL -
CAROL L. TRDXELL, Notary Public Notary u b l i c
My Comm scion Expires Dece27,~2009
Page 3 of 4
COMMONWEALTIi OF ,PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND-
W e , _ ~~~.tG~ / IJI~C/~~-~e!~~L.-- and _ S ~c`anv~-~' ~. `~(`.-~~~ ~
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as her
last will; that .Testatrix signed willingly and that she executed it as
her free and voluntary:,act,for the.purp"ores therein expressed;-that each. ,
~' - - ,. _
of us in'the `hearing ,and sight of; the Testatrix signed the 'will a~~
witnesses; that to the best of our knowledge, the Testatrix was at that
time eighteen or more years of age, of sound mind and under no
constraint or undue influence.
Witnes
:~ f
'^~
W'tness
Sworn to or affirmed to and acknowledged before me by
=t1-~4`~G'G~c/a%~ %: and . ~t~~(rtk~ ~t~ 1~.~r1C~.t
t ,
witnesses, this~_ day of ~~-- , '2009.
COMMONWEALTH OF PENNSYLVANIA Notary Pu lic
NOTARIAL SEAL
CAROL L. TROXELL, Notary Public
New Cumberland 8oro. Cumberland Co.
My Commission Expires Dec. 27, 2009
Page 4 of 4
i
ELC
O
COMMUNITY CREDIT UNION
May 7, 2010
Stone Lafaver &Shekletski
Attorneys At Law
414 Bridge Street
New Cumberland, Pa. 17070
Re: Estate of Brenda G Maloney
S.S. 165-38-1433
Dear Attorney Shekletski,
Here is the information for the above referenced account. If you need any further
information, please call me at 717 720 6414.
Sincerely, ~ ~.
,.
/` Yvonne James
Finance Department
~ 1 i t... .;, ~. _~,~^. .r... y 44 a' .~~ 7, a A:,. ~ ..
1. Name(s) in which the account was held: DECEDENT ESTATE INFORMATION
Brenda Maloney
2. Account number: 711250
3. Balance as of date of death: $13,744.18
Balance Accrued Dividends YTD Dividends Opened
Regular Savings:S1 $13,744.18 $6.85 $31
51
Christmas Club: S2 . 9/17/2008
Whatver Club: S3
Checking: S4
Money Market:
Certificates: Balance Accrued Dividends Certficate Number YTD Dividends
$ $
4. Date the account was initiated:
5. Name(s) in which Safe Deposit Box was held:
6. Date the box was initially rented:
7. Branch address at which the box is located:
8. Loan Information: Balance Accrued Interest Per Diem Int
A. Unsecured Loans:
L14 Classic Visa Card
B. Secured Loans:
C. Mortgage Loans: $ $
$
$ $ $
$ $ $
9. Miscellaneous: Account closed and funds transferred to 076550, Michael Malone ,Brenda Malone on 4/26/10
3bLifeEventsCommunicationCent
er/eORP/AMPF
Sent by: Judy Wiens/Corp/AMPF
05/25/2010 10:45 AM
To Kenneth LRapp/Field/AMPF@AMPF
cc
bcc
Subject 20472493 4 001
BRENDA G MALONEY - DEATH SETTLEMENT
REQUIREMENTS -PLEASE DO NOT DELETE
RiverSource Life Insurance Company
RlverSource Funds
Ameriprise Certificate Company
Ameriprise Brokerage
70100 Ameriprise Financial Center
Minneapolis, MN 55474
May 25, 2010
KENNETH LEE RAPP
25 S 35TH ST
CAMP HILL, PA 17011-4409
Dear KENNETH LEE RAPP:
Thank you for your recent inquiry regarding BRENDA G MALONEY's accounts. These are the values of the
accounts as of 04/16/2010.
Account Information
Annuities -Post 1985
Account Number Ownership
93 107581759 9 004 ROTH IRA-beneficiary designated
Annuities -Post 1985
Account Number Total Value # of shares Asset Value Per Share
93 107581759 9 004 $13076.60
The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be
subject to market fluctuation as governed by each product. Please note that the values indicated for any Life
Insurance product(s) with the insured deceased reflect the gross death benefit at date of death and not the cash value.
Values indicated for Life Insurance Products with only the owner deceased reflect the cash value as of the date of
death. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for
brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values
are estimates obtained from outside sources believed to be reliable. Ameriprise Financial provides these values as a
service to its clients. Actual values used in preparation of tax returns or for planning purposes should be verified by
your legal and accounting advisors.
We appreciate the opportunity to be of service to you. Please contact us if you have any questions.
Sincerely,
Judy Wiens
Death Settlements Processing Team
70100 Ameriprise Financial Center
Minneapolis, MN 55474
1-800-862-7919, Option 2, ask for Estate Settlements
Please do not reply to this email. This database does not support incoming mail. Please call the phone #
within the letter if you require assistance. Thank you.
Life Events Team
I
Ameriprise
Financial
May 4, 2010
MICHAEL J MALONEY
3600 FRANKLIN AVE
MECHANICSBURG, PA 17050-2214
Dear MICHAEL J MALONEY:
RiverSource Life Insurance Company
RiverSource Funds
Ameriprise Certificate Company
Ameriprise Brokerage
70100 Ameriprise Financial Center
Minneapolis, MN 55474
20472493 4 001
We have received notification of BRENDA G MALONEY's death. Please accept our condolences
on your loss. The deceased's name is associated with the following accounts. At the end of this
letter, you will find a list of beneficiaries shown in our initial review of the deceased's accounts.
Account Information
Annuities -Post 1985
Account Number Ownership
93107581759 9 004 ROTH IRA-beneficiary designated
Account Disposition
Account disposition is based on how an account is owned (the ownership type). The following
information will help you understand the process that will be used to settle the accounts. Accounts
may be subject to market fluctuation as governed by each product.
Disposition for ROTH IRA-beneficiary designated ownership
The deceased was the owner and annuitant on at least one annuity account previously listed. Upon
the death of the owner and annuitant, account proceeds typically pass to the named beneficiaries. If
no beneficiary is named and the contract includes a default beneficiary provision the proceeds will
be paid according to the beneficiary default language. In all other cases where no beneficiary was
designated, the proceeds become part of the owner's estate for distribution. DEFERRED ANNUITY
NOTICE: If the beneficiary(s) wishes to elect an annuity payment plan, we must receive written
notice of this election within 60 days of our receipt of complete requirements from any individual
beneficiary. The contract value will remain invested in the separate account until we receive a
completed claim. If there are multiple beneficiaries, each claim will be processed separately and
each beneficiary's share will remain invested in the separate account until it is claimed. The
beneficiaries bear the market risk duri
Required Documents
In order to take appropriate steps to settle the accounts we will need these documents:
Certified Death Certificate
(For account: 93107581759 9 004)
The death certificate must be an original document that bears certification from the health
department or local registrar and includes the cause of death.
Insurance and annuities
are issued by RiverSource
Life Insurance Company,
an Ameriprise Financial
company. Ameriprise
Brokerage is provided
by Ameriprise Financial
Services, Inc. Ameriprise
Death Claim Statement Form (33047)
(For account: 93107581759 9 004)
To process a death claim on an annuity account, we must receive a completed Insurance and Annuity
Death Claim Statement form 33047 from each claimant. A completed death claim statement must
contain the deceased's client information and account number, a completed claimant information
section, and an acceptable mode of settlement. The form must also contain a Taxpayer
Identification Number and withholding election. Failure to select a withholding election on an
annuity requires mandatory 10% withholding which is forwarded to the IRS that we cannot refund.
In addition, the claimant(s) must sign the form and their signature(s) must be witnessed by an
Ameriprise Financial Services advisor or a notary. If any of this information is incomplete, the
form will be returned. This form is available through an Ameriprise Financial Advisor or online at
http://www.ameriprise.com/amp/global/customer-service/account-service.asp, under the list heading
"Estate Settlement".
Request for Waiver or Notice of Transfer (PA) Form REV-516 EX
(For account: 93107581759 9 004)
This document verifies that the state tax bureau is consenting to the transfer of the assets. Form
REV-516 should be completed by the beneficiary and mailed to the Pennsylvania Department of
Revenue. A waiver will be sent to Ameriprise Financial stating that the assets can be released.
Please Note: Due to State and Federal Laws, the requirements listed above are subject to change.
Common situations that may require additional documentation are: minor beneficiaries, nonresident
aliens, deceased beneficiaries, the claimant's marital status differs from the original designation
(spousal beneficiaries only) an incorrect spelling or name change of the beneficiary. If any of the
above situations apply, please contact our office to determine whether there may be any additional
requirements necessary to settle the deceased's account(s).
Please contact our Ameriprise financial advisor, KENNETH LEE RAPP at (717) 525-9481 for
forms and assistance.
More information regarding the Estate Settlement process is available on the Ameriprise.com
website. To view the "Estate Settlement Frequently Asked Questions" page on the website, type
"Estate Settlement FAQs" in the search field on the website homepage, press the "Enter" key and
select the first item on the search result list.
Please contact us if you have any questions as you work through these difficult times, and once
again, you have our sincerest sympathy. Thank you.
Sincerely,
Rhea Tongco
Death Settlements Processing Team
Ameriprise Financial Center
Minneapolis, MN 55474
1-800-862-7919, Option 2, ask for Estate Settlements
Attachment: Beneficiary Information
CC:
KENNETH LEE RAPP
DSO 643
Rep 0000095656
Beneficiary Information
We have the following beneficiaries on record for the deceased's accounts.
Account Number: 93107581759 9 004
Designation:
PRIMARY BENEFICIARY
MICHAEL MALONEY SPOUSE 100.00%
SECONDARY BENEFICIARY
LIVING, LAWFUL CHILDREN IN EQUAL SHARES 100.00%
IF A CHILD IS DECEASED, HIS OR HER SHARE TO BE PAID TO HIS OR HER
LIVING, LAWFUL CHILDREN IN EQUAL SHARES