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HomeMy WebLinkAbout06-29-10' 15056041125 REV-1500 ~ Cos-o5) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 9 1 1 5 2 Harrisbu , PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Securrty Number Date of Death Date of Birth 1 1 2 5 2 0 0 9 0 5 2 0 1 9 8 1 Decedents Last Name Suffix Decedents First Name MI BAN J A K C H A D E (If Applicable Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Soaal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1.Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of [] 5. Federal Estate Tax Retum Regwred death after 12-12-82) [] 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Reoeiv~ed ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION FIST BE COtUPL.ETED. ALL CORRESPONDENCE AND CONFMENTIAL TAX tNFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number W I L L I A M A D U N CAN 7 1 7 2 4 9 7 7 8 0 Firm Name (if Applicable) D U N C A N& First line of address 1 I R V I N E Second line of address City or Post Office State ZIP Code REGISTER WILLS USE ABLY ~ , ~._ . __f ~ - . ~ ~-~ ~ r._._ , ~'^ ~ ~ r ~r. ~ ;,~: f . ~._ '; r,'") My ._ - , , it ~ \ ' ~. ~~ l ~ ._ DF~LED ~ .~ -.,.~ C A R L I S L E P A 1 7 0 1 3 Cornespondent's e-mail address: billduncan _pa.net under penalfjes of perwry, I dedane thsrt I haMe exaur~ed this rehlm, irrduding aooorr>panying schedules and ~, arrd m the best of my knowledge and bed, it is true, correr~ and oorrplel,s. De~daration of praparer other than the personal r+epr~esentativve is used on ab btonnation of which preparer has arty kr+owrledge. SIG RE OF PER ESPONSII3LE FOR FILING RETURN DATE 1837SWEST LISBURN ROAD CARLISLE ~PA 17015 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056041125 15056041125 J H A R T M A N P C R 0 W -, _~ :7 ~:_ _ . _; ..t ---, -~__ i`T1 J 15056042126 REV-1500 EX Decedent's Social Security Number Deoeaenrs Name: CHAD E. BAN JAK RECAPITULATION 1 4 2 0 0 0 0 0 1. Real estate (Schedule A) ........................................ 1. , 2. Stocks and Bonds (Schedule B) .................................. 2• 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 0 0 0 4. Mortgages 8~ Notes Receivable (Schedule D) ........................ 4. • 3 0 8 6 1. 2 3 5. Cash, Bank Deposifis 8 Miscellaneous Personal Property (Schedu~ E) ....... 5. fi. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 2 8 2 , 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. • s. Tolral Gross Assets (total Lines 1-7) ........................... 8. 1 7 3 1 4 3. 2 3 g l 2 7 2 3 • 2 3 ......... 9. Funeral Expenses 8~ Administrative Costs (Schedule H) .... . ... 1 2 2 2 4 2 5 3 10. Debts of Decedent, Mortgage liabilities, 8~ Liens (Schedule I) ..... ....... 10. • 1 3 4 9 6 5 7 6 11. Total Deductions (total Lines 9 8~ 10) .................... ....... 11. , 12. Net Value of Estate (Une $ minus Line 11) .................. ... .... 12. 3 8 1 7 7 • 4 7 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........... ... .... 13. • 3 8 1 7 7 4 7 14. Net Value Subject to Tax (Une 12 minus Une 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 0 0 0 15 0. 0 0 . (a>(1.2> x .0 . 16. Amount of Line 14 taxable 3 8 1 7 7 4 7 1 7 1 7. 9 9 at Lineal rate X •045 16. 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17. • 18. Amount of Line 14 taxable 0 0 0 0. 0 0 . at collateral rate X .15 18 1 7 1 7• 9 9 19. Tax Due ......................................... ... ....19. 20. FILL tN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 15056042126 15056042126 REV 1500 EX Page 3 Decedent's Compiete Address: File Number 21 09 1152 DECEDENTS NAME CHAD E. BAN.lAK STREET ADDRESS 219 WEST MARBLE STREET CRY MECHANICSBURG STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 1,717.99 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 4. ff Line 2 is greater than Une 1 + lane 3, enter the difference. This is the OVERPAYMENT. FiN in oval on Page 2, Lfne 20 to request a refund. (4) 0.00 5. If lane 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1, 717.99 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1, 717.99 Make Check Payable fo: 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 ~ income of the property tr~sferred : ...................................................................... ^ 0 b. retain the right to designate who shall use the property transferred or its income; ............................... ^ c. retain a reversionary interest; or ................................................................................................ ^ 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 without n~eiving adequate consideration? ....................................................................................... ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ......... ^ 4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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) petCent [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 ~ the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does n~ exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefiaary. For dates ~ death on or after July 1,2000: The tax rate imposed on the net value afi transfers from a deceased child twenty-0ne years of age or younger at death to or for the use of a natural parent, aln adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate unposed on the net value of transfers to or for the use of the decedent's lineal ber>efic~aries is four and onefiaff (4.5) percent, except as noted in 72 P.S. §9116(1.2) [T2 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is twelve (12) percent [i'2 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-1502 EX + (6-98) SCHEDl~LE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER CHAD E. BANJAK 21 09 1152 All real property owned solely or as a tenant in common must be naported at fair market value. Fair market value is defined as the price at which properiy wouki be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointy-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 219 WEST MARBLE STREET 142,000.00 MECHANICSBURG, PA 17055 [SEE ATTACHED APPRAISAL] TOTAL (Also enter on line 1, Recapitulation) ~ ; 142,000.00 REV-1508 EX + (6-98) SCHED!/LE E Co11AMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC. IN RES DENT DECEDE TRN PERSONAL PROPERTY ESTATE OF FILE NUMBER CHAD E. BANJAK 21 09 1152 Include the proceeds of litigation and the dabs the proceeds were received by the estate. Ail property jointly~ovmsd vdth right of survhrorship must be dt:cioss~d on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. CORNERSTONE FEDERAL CREDIT UNION SAVINGS ACCT # 12670-01 330.52 [DOD LETTER ATTACHED] 2. PNC BANK CHECKING ACCT. # 5003697555 3,661.41 [DOD LETTER ATTACHED] 3. PNC BANK SAVINGS ACCT. # 5004820287 6,364.25 [DOD LETTER ATTACHED] 4. MEMBERS FIRST FEDERAL CREDIT UNION # 329228-0 5.51 [DOD LETTER ATTACHED) 5. MEMBERS FIRST FEDERAL CREDIT UNION # 329228-1 12.56 [DOD LETTER ATTACHED] 6. WELLS FARGO BANK, NA REFUND 2.00 7. CAPITAL BLUE CROSS REIMBURSEMENT Z~gpp_2p 8. US TREASURY - 2009 TAX REFUND 1,630.00 9. PA LIQUOR CONTROL BOARD -FINAL PAY & VACATION & ETC. PAY 2,168.73 10. PA LIQOUR CONTROL BOARD PENSION PROCEEDS 9,024.05 * MR. BANJAK WAS 28 YEARS OLD AT TIME OF HIS DEATH 8~ EMPLOYED BY PLCB. HIS PENSION AMOUNT WAS $9,024.05. PLEASE MAKE A RULING ON THE TAXABILITY OF SAME FOR PA INHERITANCE TAX AS WE ARE NOT SURE. 11. 1987 PONTIAC BONNEVILLE SE ~,790,0p [SEE ATTACHED KELLEY BLUE BOOK VALUATION] 12. 1975 CADILLAC ELDORADO 3,050.00 [SEE ATTACHED VALUATION) TOTAL (Also enter on line 5, Recapitulation) ~ ~ 30,861.23 REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER CHAD E. BANJAK 21 09 1152 ff an asst was made joint whin one year of the decedent's date of death, it must be reported on Schedule G. SURVMNG JOINT TENANT(S) NAME A. LISA BANJAK s C JOINTLY-OWNED PROPERTY: ADDRESS 1837 WEST LISBURN ROAD CARLISLE, PA 17015 RELATIONSHIP TO DECEDENT MOTHER ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FlNANCIAL INSTIMION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET 96 OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A. 08/1998 CORNERSTONE SAVINGS ACCT #82670-01 545.94 50. 272.97 2. A. 08/1998 CORNERSTONE CHECKING ACCT #52670-07 17.76 50. 8.88 3. A. 06/2002 PNC SAVINGS ACCT #5004000721 0.30 50. 0.15 TOTAL (Also enter on line 6, Recapitulation) I ~ 282.00 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE N FUNERAL IXPENSES 8 ADMINISTRATNE COSTS ESTATE OF FILE NUMBER CHAD E. BANJAK 21 09 1152 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. THOMAS L. GEISEL FUNERAL HOME, INC. 3,428.65 B. ADMINISTRATIVE COSTS: ~ . Personal Representative's Commissions Name of Personal Representative (s) Social Securihr Number(s~EiN Number of Personal Representative(s) Street Address Cry State Zip Year(s) Commission Paid: 2, Attorney Fees DUNCAN 8~ HARTMAN PC 8,657.16 3, Famiy Exemption: (If deoedenYs address is rat the same as daimarrCs, attach explanation) Claimant Street Address Cry State Zip Relationship of Caaimant to Decedent 4. probate Fees REGISTER OF WILLS 346.50 5 Accountar>Ys Foes 6. Tax Return Pn;parer's Fees 7. CUMBERLAND LAW JOURNAL -LEGAL NOTICE 75.00 8. THE SENTINEL -LEGAL AD 176.92 9. SHORT CERTIFICATES 24.00 10. REGISTER OF WILLS -FILING FEE 15.00 11. HELD IN RESERVE TOTAL (Also enter on line 9, Recapitulation)' S 12,723.23 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA iNHERfrANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CHAD E. BANJAK SCHED~lLE ~ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, .& LIENS FILE NUMBER 21 09 1152 Report debts incurred by the decedent prbr to death whkh remained unpaid as of the date of death, including unreimburssd medk.~ll expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. WELLS FARGO HOME MORTGAGE -MORTGAGE PAYMENT 609.29 2. WICKER PAVING -DRIVEWAY PAVING 3,035.00 3. VERIZON 323.22 4. UNITED WATER -WATER BILLING 19.59 5. UNITED WATER -WATER BILLING 25.34 6. WELLS FARGO HOME MORTGAGE -MORTGAGE PAYMENT 609.29 7. J.J. SKELTON -HEATING OIL BILLING 693.86 8. 9. 10. 11. 12. 13. 14. UNITED WATER -WATER BILLING WELLS FARGO HOME MORTGAGE -MORTGAGE PAYMENT WELLS FARGO HOME MORTGAGE -MORTGAGE PAYMENT HARLAND CHECK ORDER WELLS FARGO HOME MORTGAGE -TOTAL PAYOFF AS OF 11 /25/2009 PRINCIPAL = $112,215.85 + ACCRUED INTEREST = $ 109.27 [SEE ATTACHED] AAA CREDIT CARD BILLING -FINAL CREDIT CARD BILLING INCLUDES CHARGES RELATED TO FATAL ILLNESS SUFFERED ON CRUISE [SEE ATTACHED] 162.79 17.29 609.29 609.29 17.99 112,325.12 3,185.17 TOTAL (Also enter on line 10, Recapitulation) I = 122.242.53 (If more space is needed, insert addifjonal sheets of the same size) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER CHAD E. BANJAK 21 09 1152 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 [u~dude M I distributions, and transfers under 1 16 2 9 (a ( . ) ] Sec. 1 1. LISA S. BANJAK Lineal 1837 WEST LISBURN ROAD 112 SHARE MECHANICSBURG, PA 17015 2. ALLAN E. BANJAK Lineal 1837 WEST LISBURN ROAD 1/2 SHARE MECHANICSBURG, PA 17015 II. 1. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ ; f If mnrP cnarn is naaiarl incart arirlitinnal chPPtc of the camp ci~al 'I 7Q~3 Paae #1 ~~ form GA6 -'TOTAL for Windows' appraisal software by a fa mode, inc. -1-800-ALAMODE y-54tS:i /U:i3 March 31, 2009 Appraisal Solutions 16 San Juan Drive Mechanicsburg, PA 17055 Phone: 717-697-1828 Fax :717-697-0220 Oear Sirs: Pursuant to your request, I have prepared a SUMMARY APPRAISAL REPORT of the property captioned in the "Summary of Salient Features" which follows. The accompanying report is based on a site inspection of improvements, investigation of the subject neighbofiood area of influerice, and review of sales, cost, and income data for similar properties. This appraisal has been made with particular attention paid to applicable value-influencing economic conditions and has been processed in accordance with nationally recognized appraisal guidelines. The value conclusions stated herein are as of the effective date as stated in the body of the appraisal, and contingent upon the certification and limiting conditions attached. Please do not hesitate to contact me if I can be of additional service to you Respectfully, ~~ Brett Lechthaler, PA State Certified General Appraiser Form DCVR -'TOTAL for Windows' appraisal software by a la mode, inc. -1-800-ALAMDDE SUMMARY OF SALIENT FEATURES Subject Address 219 W Marble St Legal Description Deed Book 27T Page 2790 City Mechanksburg County Cumberland State PA Zip Code 17055-6421 Census Tract 0115.00 Map Reference ADC: 18lJ-8 Sale Price S NA Date of Sale NA Borrower /Client Chad E. Banjak Lender PNC Mortgage Siie (Square Feet) 1,174 Price per Square Foot S Location Average Age 109 Years Condition Average Total Rooms 5 Bedrooms 2 Baths 1 Appraiser Brett Lechthaler, PA State Cert Gen Appr Date of Appraised Value 3!28!2009 Final Estimate of Value $ 142,000 Form SSD -"TOTAL for Windows" appraisal software by a la mode, inc. - t-800-ALAMODE Retum Mail Operations PO Boz 14411 Des Moines, IA 50306-3411 Monthly Mortgage Statement Statement Date 11/19109 Loan Number 0100862291 Customer Service 000797 1 M B 0.382 079710007971000797 005 Ot ACNCC7 708 CHAD E BANJAK 219 W. MARBLE ST MECHANISBURG PA 17055-6421 r~r~~~rr~~~~~ii~~~~~~~~~~r~~~r~~rr~~i~r{rii~~rr~~{~r~~~~i~ri Summary Payment (Principal and/or Interest) Optional Product(s) Current Monthly Payment $609.29 $0.00 6so9.29 Property Address 219 W MARBLE ST MECHANISBURG PA 17055 Unpaid Principal Balance $112,215.85 (Contact Customer Service for your payoff balance) Interest Rate 5.000% Interest Paid Year-to-Date $3,120.59 Overdue Payments $0.00 Unpaid Late Charge(s) $0.00 Other Charges $0.00 TOTAL PAYMENT DUE 01/01/10 6609.29 Activity Since Your Last Statement Date Description Total Principal Interest Escrow Charge Other 11/19 PAYMENT $609.29 $140.76 $468.53 11!19 PRINCIPAL PMT $90.71 $90.71 Online welisfargo.comlym e~ Fax ~ Telephone (866) 278-1179 (866) 234-8271 Correspondence Hours of Operation PO Box 10335 Mon -Fri, 6 AM -10 PM Des Moines IA 50306 Sat, 8 AM - 2 PM ~ Payments PO Box 11701 TTY Deaf/Haul of Hearing Newark NJ 07101 (800) 934-9998 Purchase or Refinance (800) 443-3429 Important Messages TOGETHER FOR TKE HOLIDAYS W e all have reasons to be thankful. At Wells Fuego Hume Mortgage, we appreciate the opportunity to serve your financial needs. 000797/000797 ACNCC7 0797 ETM10001 t CORNERSTONE ~ ~de„~ P.O. Box 1181, 5 East Gate Drive, Carlisle, PA 17015 Telephone (7 17) 249- 166 I FAX (7 17) 249-8208 Member founded -Service based www.cornerstonefcu.coop February 8, 2010 Duncan & Hartman, P.C. One Irvine Row Carlisle, Pennsylvania 17013 RE: Estate of Chad E. Banjak. William: At the time of his death Chad E. Banjak was a single owner of a savings account (account # 12670-01), and a joint owner of a savings account (account#82670-01) and a joint owner of a checking account (account 82670-07). Listed below is the information you requested in your letter dated January 14, 2010. 1) 12670-01 -savings. 82670-01 -savings, 82670-07 -checking 2) Account Number: 12670-01, 82670-01, 82670-07 3) Names and/or designation: Single Owner of 12670-01 Joint Owner with Lisa Banjak on account numbers 82670-01 & 82670-07 4) Joint account number 82670 was opened July 8,1998, date placed in joint names July 8, 1998 5) Account number 12670-01 principal $330.52, interest $2.48 Account number 82670-01 principal $454.94, interest $3.40 Account number 82670-07 principal $17.76, interest $0.00 Cornerstone is not able to change bank records due to both accounts being closed on December 21, 2009 by the Administrator If you require any further information, please call meat 717-249-1661 ext 240. Sincerely, `~-y UI ~~'.,~- Donna J. Mick Financial Service Admi istrator MEMBER SAVINGS ACCOUNTS FEDERALLY INSURED TO $ I OO,000 BY THE NATIONAL CREDIT UNION ADMINISTRATION MEMBERS 1St FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account NumberlSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 329228-00 05/05/2008 $5.51 $.00 $5.51 None 329228-11 05/05/2008 $12.56 $.00 $12.56 None M M ERS 1ST FED~E~R(A~L C DIT N _ V 'C.__. anielle A. e Lending Insurance Support Specialist February 18, 2010 Estate of: CHAD BANJAK Date of Death: 11/25/2009 Social Security Number: 174-62-8397 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmembersl st.org ~,~~_ ,~ ~~ ~ _ ~ `'s~-1 ~~ i _. ~ ~ L t r ~ ~ ~ ", i W ~t 4~ ~ ~~ '~ tp~e ~aa~arwewAr March 1 ~, ?010 William ,~ Duncan Esq. Dot~~an ~ Hartrr-an 1~.C. One Irvine Row Carlisle PA 17013 ~: Chid E ~anjal~ SSi~+r: DOD: 11-23 -~Q09 I~eax Mr. Dur,.can: In response to your ~ceque~t for Date of Death (D4-I~) balances for the customer noted above, ouz retards show the fo]lo~wing: Checking Account Account # 504369?555 CHAD E BAATJ.4.~ I~OD balance: ~ 3,661.41 + $0.~3~ ~.cerued interest Savings Account Account ~` 500400U7"~ 1 CHAD E BANJ.AK LISA S BAI'JJAI~ DOD balance: $Q.30 + $Q.40 accrued interest Account # 5004820287. CH.~U E BANrAI~ I~OD balance: $ 6,34.25 + X0.08 accrued interest Established: 12yt?3 -2Dp 1 Established. Q6-13-2DO'? Established: 07-2 l -?OQS Page 1 of 2 Please note that this off co provides date of death balances fpr deposit acc4tutts ()~~As, ~'Ds, checking and Savn~s~. ~Ve do not process any financial transactions Or provide statements. If ya~t need assistance with ~ any of these items, please call. ~-888-pN~:-BANK (1-$SS-76~-2Z~5) or stop by your lac~1 PNC Bank branch of~tcc. ~ i Sincer~l~', ~Na~~~t~al Financial Services Ginter E PNC ~an~, T.A. j Member FDIC i Wage 2 of 2 1997 Pontiac Bonneville -Private Party Pricing Report -Kelley Blue Book ___..w__________~. SEARCH THE TRUSTED RESgURCE Home New Cars Certified Pre-Owned Used Cars Research Reviews & News Dealers & Inventory Classifieds Loans & Insurance Used Car Values ~ Search Used Cars for Sale ~ Certified Pre-Owned ~ Compare Vehicles ~ Perfect Car Finder ~ Most Researched Vehicles ~ CARFAX Vehicle History Welcome Back ~ Sign Lt ~ Create Account I My KBB ZIP Code: 17013 Latest Car News Home > Used Cars > 127 > Pontiac > Bonneville > SE Sedan AD 1997 Pontiac Bonneville SE Sedan 4D Trade-In Value Private Party Value BLUE $OOK'~ PRIVATE PARTY YAIUE 'T~i' Suggested Retail Value CPS Value Condition :~.. _ , . Value Photo Gallery Compare Vehicles ~~rKura Excellent $2,440 Review Good $2,140 Consumer Ratings Pair $1,790 Find Your Next Cdr htore Photos Specifications SU1 ai USED CkR On Blue Book Classifieds'" Pontiac ~~ Bonneville 75 Miles ` Near ZIP 170.13 ', To View Ads, Click Shopping Tools Free CARFAX Record Check Auto Loan from 4.24°(~ APR Get Your Credit Score Now Compare Insurance Rates with Progressive Payment Calculator Extended Warranty Quote Print For Sale Sign FIND THE RIGHT GR Compare Used vs. New Under;5,000 Both New and Used Sedan To View List, Click ~~~ ~~~ ~ s SEARCH LgCAL LISTINGS Free CARFAX Record Check Powered by VIN: No VIN? No Problem! Average Consumer Rating (231 Reviews) Read Reviews ~~~K" 4.4 out of 5 Review this Vehicle Vehicle Highlights Mileage: 67,527 Engine: V6 3.8 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Change Equipment Standard Alr Conditloninp Power Door Locks AM/FM Stereo Power Steering Tilt Wheel Dual Front Alr Bags Power Windows Cruise Control ABS (4-Wheel) Blue Book Private Party Value WIfW ANGTHER VFHItIE Kelley Blue Book Private Party Value is the amount a buyer can expect to Select Year....' pay when buying a used car from a private party. The Private Party Value assumes the vehcle is sold "As Is" and carries no warranty (other than any -;alert htak%~ remaining factory warranty). The final sale price may vary depending on the - vehicle's actual condition and local market conditions. This value may also be ;aelect htooel..... -~ used to derive Falr Market Value for Insurance and vehicle donation purposes. Or Search by Category Vehicle Condition Ratings Check Vehicle Title History Or Change ZIP Code Save Vehicle Print __ Email a')BUOiCMi1kK f :''~_. Estimated Payments S 35 /mo ~ 4.99% APR Get aPre-Owned loan from 4.79°.S, APR Get Your Credit Score Now Get a Free Insurance Quote advertisement: Page 1 of 2 http://www.kbb.comlkbblUsedCars/PricingReport.aspx?Yearld=1997&Mileage=67527&Ve... 3/2/2010 1997 Pontiac Bonneville -Private Party Pricing Report -Kelley Blue Book Page 2 of 2 Excellent ~;~~,~; $2,440 • Looks new, is in excellent mechanical condition and needs no ret;onditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Fnyiite compa+trnent is clean, vaith no fluid Ic:aks and 1s hee: of any wear or visible defects. • Complete and verifiable service recortls. Less than 5°-0 of all used vehicles fall into this category. Good ~,~!1: $ 2,140 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if anyl blernisnes, and there are no major mechanical problems. • I..ittle or no rust on this vehicle. • Tires match and have substan<ial tread wear left. • A "good" vehli:le will need some reconclltloning to be sold at retail. Most, cnnsumer owned vehicles fall into this rateyory, Fair [.7pCy $1, 790 • Some mechanical or cosmetic defects and needs servicing but Is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. Poor C:3 ' N/A • Severe mechanical and/or cosmetic defects and is in poor running condition. • Play have problems that cannot be readily fixed such as a damaned frame or crusted-through body. • Branded tittle {salvage, flood, etc..) or unsubstantiated mileage. Kelley Blue Hook does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly, A vehicle in poor condition may require an independent appraisal to determine its value. " Pennsylvania 3/2/2010 Accurate Condition Appraisal Change Condition Accurately appraising the condition of a vehicle Is an important aspect in determining its Blue Book value. Taking our 16 question condition quiz will ensure you know the correct condition rating. C ~T ~~ C ~ ~ SEARCH LOCAL LISTINGS <<~ 2010 Kelley Blue BooK Co., Inc. All rights reserved. 2/26/20.10-3/4/20.1 D Edition. The specific in/ormation required to determine the value for this particular vehlde was supplied by thP, person generating this report. Vehicle valuations are opinions and may vary from vehicle to veh/cle. Actual valuations will vary based upon market conditions, spxlNratlons, vehicle condition or other particular dreumstances pertinent to this particular vehicle or the Cransaction or the parties to the transaction. This report is intended for the individual use, o/[he person generating this report only and shall nnl tre sold or transm/tted to another party. Kelley Blue Book assumes no responsibil/ty for errors or omissions. (v. 10030) On KBB.eom Hoene New Cars Used Cars Research & Explore News & Reviews Dealers & Inventory Classifieds l.nans & Insurance y.58fi Grean KBB`~Mobile Motorcycles F•atupny Chicago Auto Snow New Cars For Sale Used Cars For Sale New Car Prices 5 Great Car heals Car Reviews Car Videos Auto Snows About KBB About U5 Contact Us Careers FAQ Media Advertising Linking Privacy Site Map Copyright & Tra0e~narks Terms of Service ®1995-2010 Kelley Blue Book Co., Inc. Business lnyut nes '. http:!/www.kbb.com/kbb/UsedCars/PricingReport.aspx?~earld=1997&Mileage=67527&Ve... 3/2/2010 Cadillac :Eldorado :eBay Motors (item 25588320334 end time Mar-06-10 13:49:17 PST) Page 1 of 3 -. - Start new search , ~S~ar~ti Advanced g;;y Sell my quay research !Help Search ~~~~~ Sign in Or register '~ Live Help ~ eBay Home ~ Site Map Cars & Trucks + Parts & Accessories • Motorcycles • Powersports * Boats • Other Vehicles • Back to Search Results I Listed in category: eBay Motors > Cars & Trucks > Cadillac > Eldorado This is a private listing. Sign in to view your bidder status or learn more about private listings. 1975 Cadillac Eldorado 1975 CADILLAC ELDORADO CUSTOM Research 1975 Cadillac Eldorado Time left: 4d 01 h (Mar 06, 2010 13:49:17 PST) Bid history: 17 bids Current bid: US $3,050.00 Reserve not met Your maximum bid: 5,. US S~~ PtACt bid (Enter U5 $3,100.00 or snore) W atd~ thls~ {Lern tom" Get low monthly payments Payment: Full payment required within 3 days of auction close. _ Shipping: Buyer responsible for vehicle pick-up or shipping. Vehicle shipping quote is available. ~ ~ ~ ~ ® Item Location: Wilmington, NC, United States Coverage: This vehicle is eligible for up to $50,000 in Vehicle PUfChase PfOteCilOn. (Not eligible for eBay Buyer Protectlo n ) Description History Report Shipping Payment Before You Buy Watch this item Seller info miraclemikewilliams (1 ) Ask a question Save this seller See other items Other item info Item number: 250588320334 Item condition: Used Sells to: United States Share print Report item u~ Print 1975 Cadillac Eldorado Title: 1975 CADILLAC ELDORADO CUSTOM Mileage: 36,835 miles Location: Wilmington, NC Vehicle Information VIN: 6L67SSQ415116 ~ S ee the free Vehicle History Report Inspection: Inspected Warranty:......... No Vehicle title: Clear Condition: Used For sale by: Private seller Features Body type: Convertible Engine: 8 Cylinder Transmission: Automatic Fuel type: Gasoline Disability equipped: No More Information Options Leather seats CD player Power options Cruise control Power locks Power windows Air conditioning Exterior color: White Interior color: Other Convertible Power seats http:l/cgi.ebay.com/ebaymotors! 1975-CADILLAC-ELDORADO-CUSTOM_WOQQitemZ2... 3/2/2010 .. Cadillac :Eldorado :eBay Motors (item 250588320334 end time Mar-06-10 13:49:17 PST) Page 2 of 3 1975 CADILLAC ELDORADO CUSTOM CADILLAC! Brand new CONVERTIBLE TOP All new CROCODILE LEATHER INTERIOR White CANDY PAINT 22 inch CHROME RIMS 3 TVS XBOX 360 3 L5 KICKERS 4 AMPS CUSTOM FIBERGLASS WORK AND MUCH MORE!!!! On Feb-20-10 at 14:31:26 PST, seller added the following information: I RESERVE THE RIGHT TO END AUCTION AT ANY TIME, AS CAR IS LISTED FOR SALE LOCALLY. On Feb-20-10 at 21:21:56 PST, seller added the following information: Low Reserve save 1000.00s On Feb-21-10 at 19:55:53 PST, seller added the following information: CALL ME WITH ANY QUESTION 910-795-8824 Safe Buying Tips for Vehicles NEVER pay for a vehicle by instant cash transfer, such as Western Union or Moneygram. ALWAYS check the My Messages section in your My eBay page to confirm any emails from us requesting account information. GET a vehicle history report before purchasing a used car {1981 or later). BEWARE of fraudsters who send fake email messages claiming to represent or offer escrow services as part of eBay's Vehicle Purchase Protection program. Be safe -get all the tips 0~~0' Seller assumes all responsibility for this listing. This is a private listing and your identity will not be disclosed to anyone except the seller. Back to Search Results ~ Report this item ~ Printer version ~ Sell one like this Return to top Cadillac Eldorado j Cadillac j Eldorado j Used Cars Atlanta j Used Cars Chicago j Used Cars Detroit j Used Cars Houston j Used Cars Los Angeles j Used Cars New York Popular Cars j Popular Motorcycles j Popular Parts and Accessories ~ Popular Vehicles j Motors Stores Kijiji j PayPal j ProStores ~ Apartments for Rent j Shopping.com j Tickets http://cgi.ebay.com/ebaymotors! 1975-CADILLAC-ELDORADO-CUSTOM_WOQQitemZ2... 3/2/2010 hlp~d la-: CHAD E BANJAK mamtM~rntier 4284 2967 5334 A1p4 of Trataaclions 'tsvbw Balance .22 'aymenb and Cndlts - 5003.10 'ure41asss and Ad~ustmm~ts + 53,171:Os sriodia AaN Flnenar Chsrgas + SOHO ranaaction Fee Flnatnce t~tar9as + ~.~ law BalAncs Tots 33,166.17 Doter 200@ 8labrnsni Cnltdlt Lens: i17,Z00.00 Cash orC~ftArairfabllet: ~1~.034.83 ef~a C~sM aid Pa~rtn set MNonaa4ton Osys in Bi~Iq Cyt;b 31 Cbaing Date 1?/~06I09 Paymslrt oue Date olioailo Curfalt Paytrwlt Oue 531 AO Past Ow Amount f SO.00 T wwvwa~ess.carit ' : .,~I ~ : ~~~. . {~kIlorerwa~n on ~Aenorrit vra~t ' CaN toy-ft~ t-80Q~07-3088 ~ T00 ~q-~d ~-eoo•3~-s~~a 11M8Ph [a AAA NANCIAL iC~s P.O.6'OX lS019 , W~MINCITON. OE 19888.50!9 AMi 81i4rg Irgt~iriN tx E AAA FlNMICIAL SERVICES P.O. tlOX 1b028 ~~ VVfVANOTON.OE 19~G0-SA28 ' end Credits Offer 1D Oate Date Number unlbsr 1/0o A CaAS REBATE 1 il+Ofi 11/'06 5.86 C 'AYMENT - NET ACCESS 12/03 5@7.22 CR 'urohass and u Y INNS NEW CUM A 11/08 11!06 7878 8108 86.11 2487 ARNAL DATE / t/O7/09 tIANT FUEL M331 MECHANfCSBURtiPA 11/18 11/14 4710 8106 40.10 10074 ELEBRmr t~IERCUaY eoo-327-a7o0 A. ~aooe666oo1~ 12/02 11130 5906 aloe 2,9n.a~ aRrvAL vATE 11/23109 nNE a sPIAITS 2225 w-RRtseulaa PA ltiaz 12102 ta78 stoe 34.x4 LINE 1 SP'IRIT'S ?225 HARAISBURt3 PA 12/02 12/OQ 0182 8106 32.41 >.. .. •.. ~. t~ET WORE FoR YOUR MONEr VYHEN You SHOP aT AAA~COMIiCCSAVINQS. aAA v1sA cAROtIOLDERS Now s~wE MORE w1TEi PRODUCT ascouNTS, FREE SHIPPINC4 OR 80RF~ NIf1EN THEY SHOP THE OAEAT BRAND6 AT AAA.COM/~CCSAViN(~S AIJV USE THEMI AAA VISA CARD. SIMPLY YOUR L.~E AND HELP THE EN111RONIuIENT - ENAOLL IN PAPEFE.E3S STATEMENT8. SKIM! tNTO YiOtIR ACCOIJHf' AT AAANETACCESSAOM AND CLICK '©O PAPERLESS.• PAY YOUR BILL CXJICIQ.Y VilrM THE PAY 8Y PMONE 8ERYICE. CALL 1.864.287.9258 T~0 usE THE AUTOMATED sEawcE oR olscxJSS OTHER PAYMENT OPTIONS. AEt]tlEST YOUfi 2000 YEAR-ENO SUMMARY EARLY BY CALUNCC,11.888.491.1141. OAOER YOUAS BY 1/~-1GAN0 R WK.I. BE MAILED BY?J1S/10 FOR ONLY 59..96. 08 0031651?0000310000059?22D004264296753368106 AAA FINANCIAL. SERVICES P.O. BOX 15015 WILMINGTON, DE 19888-5019 ~'1i1~~i~~iilii~~~~i1,~1111~1~1~11'~`~Illl~f~l~Il~iill~i~~ll+1~'~ ea iii H 9sa 696 ~.a o~sa9 t1~01 ~-r o.35T CHAD E BANJAK 219 W MARBLE ST MECHANICSBURG PA 170666421 111i~„~1~1~~~11i{il~llll~s`I~~11'i'~ll'1'~1~~11"'~I~II'i"I'li~ r ; clr~k rear. to.. cn.rp. of msi~o .adna. « a+on. ~ma.Kar. ~--- PINS. oiovids w• eo~netbas ow tM ~ Side. ACCOUNT NUM6ER: 4284 2987 b338 8104 NEW BALANCE TOTAL: 53,185.17 PAYMENT DUE DA7>E 01/ONiO aM.. wN.~t~.rwr ~..s >14w tb paynl~srit coupon ~ w4h ~ ttwcJt armor>e~ oralrrprAyoWe to: AAw F~titlltYCiwC SgiNGE8 ~: 5 240 2 2 2 SOs: 08886 ? 5 3 368106s' ~~~'. ~~w ~~ s m