Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
09-23-10
J 150561,010], REV-1500 Exi° 1.1°~ PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes PO Box z8o6o1 °°'°'°""° ""'°"""' County Code Year File Number INHERITANCE TAX RETURN Harrisburg, PA i'71z8-o6oi ~ ~ / ^,~ RESIDENT DECEDENT / ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 209-12-9966 07 /20/2010 05/17/1923 Decedent's Last Name Suffix Decedent's First Name Knerr MI Ruth H (If Applicable) Enter Surviving Spouse's Infor mation Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death O 4. Limited Estate O prior to 12-13-82) 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O (Attach Copy of Will) 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec 9113(A) b . etween 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTE N ame D TO: Daytime Telephone Number Richard L. Placey, Esq. _ (717) 236-~7 7 U RCPT S U NLYr- First line of address ~~~ W i 'tjj 7 Placey & Wright ~ C~ O'T+ ~ .. Second line of address c~ ~ -__.I CsJ - ~ yf '-i ~ 3621 N. Front Street -~ `' ` "-` ~ > -tee City or Post Office State ZIP Code DATE FILED Harrisburg PA 17110-1533 Correspondent's a-mail address: pWIaW(C7eplX.net 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. SIGNATU OF PERSON RF~~ON IBLE FOR FILING RETURN ~~~ _ /[v /ATE Karen R. Holle Executr~ c SIGNATURE OF EP ER O HAN R ADDRE~SJ~ Richard L. ace s , -~facE 150561,0101, & Wright, 3621 N. Front Street, Harrisburg, PA 17110-1533 1dTATIVE ~ /DATE PLEASE 1 N. Front Street, Harrisburg, PA 17110-1533 v.~.v~niiL rVKM ONLY Side 1 1,50561,01,01, J J REV-1500 EX 1,5056],01,05 Decedent's Name: i-~Util H. Knerr 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 and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 11. Total Deductions (total Lines 9 and 10) ................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 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. TAX CALCULATION -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 .0 0 0.00 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 153,745.91 16. 17. Amount of Line 14 taxable at sibling rate X .12 4,000,00 17 18. Amount of Line 14 taxable at collateral rate X .15 0.00 18 19. TAX DUE .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Social Security Number 209-12-9966 0.00 156,199.85 0.00 0.00 23,557.52 0.00 17,353.30 197,110.67 12,739.33 16,625.43 29,364.76 167,745.91 10,000.00 157,745.91 0.00 6,918.57 480.00 0.00 7,398.57 O Side 2 1,50567,01,05 1,50561,01,05 J REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME _ Ruth H. Knerr STREET ADDRESS 601 South Middlesex Road CITY _ _. Carlisle j STATEPA I~ Zlp 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 7,398.57 2. Credits/Payments A. Prior Payments 0.00 B. Discount 369.93 Total Credits (A + B) (2) 369.93 3. Interest (3) 7,028.64 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 7,028.64 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Ditl decedent make a transfer and: Yes No a. retain the use or income of the property transferred :................................................................................... ....... ^ b. retain the right to designate who shall use the property transferred or its income : ...................................... ...... ^ c. retain a reversionary interest; or .................................................................................................................... ...... ^ tl. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consitleration? ........................................................................................................ ...... ^ 3. Did decedent own an "in trust for" orpayable-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? .................................................................................................................. ...... ® L 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 21 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 0 percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 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 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-1503 EX+ (6-98) ~t., .m ~~ SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER RUTH H. KNERR 21-10-0789 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH ~ 880 shares common stock Frontier Communications Corp. (Hi-7.51; Lo-7.25; Valued @ $7.380Ishare 6,494.40 2. 3,671.629246 shares common stock Verizon Communications, Inc. (Hi-26.77; Lo-26.56; Valued @ $26.6650Ishare 97,903.99 3. 1578.036706 shares common stock AT&T, Inc. (Hi-24.80; Lo-24.50; Valued @ $24.6501share 38,898.60 4. 95 shares common stock LSI Corporation (Hi-4.97; Lo-4.62; Valued @ $4.795/share 455.53 5. 885.9309 shares Manulife Financial Corporation (Hi-14.37; Lo-13.73; Valued @ $14.051share 12,447.33 TOTAL (Also enter on line 2, Recapitulation) I $ 156,199.85 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUTH H. KNERR SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-10-0789 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1. Wachovia Bank Checking Account 1000322880499 8,839.61 2. Wachovia Bank Certificate of Deposit 24702303230819 (Principal-$3,477.42; Interest-$.47) 3,477.89 3. Church of God Home -credit refund 10,040.38 4. Home Service USA Corporation -credit refund 52.78 5. Alcatel-Lucent -widow's July pension 887 25 6. Frontier -payout of fractional share Verizon merger 9.61 7. Medicare -coverage gap rebate 250.00 8. Miscellaneous Personal Effects No Value TOTAL (Also enter on line 5, Recapitulation) $ 23,557.52 (If more space Is needed, Insert additional sheets of the same size) Pennsylvania DEPARTMENT OE REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RUTH H. KNERR SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY FILE NUMBER ~~-~n-mRa ~ uu xueuule rnusL De completed and pled it the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY NUMBER INCLUDE THE NAh1E OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE l ING USA Annuity and Life Insurance Company Annuity Contract No. 462519. Beneficiaries in equal shares to children, Nikki E. Knerr and Karen R. Hollen. Transferred on July 20, 2010. 5,865.61 100 5,865.6'.. 2 MassMutual Financial Annuity Contract No. VAS1045995. Beneficiaries in equal shares to children, Nikki E. Knerr and Karen R. Hollen. Transferred on July 20, 2010. 11,487.69 100 c 11,487.6.. TOTAL (Also enter on Line 7, Recapitulation) 17,353.30 If more space is needed, use additional sheets of paper of the same size. Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER RUTH H. KNERR 21-10-0789 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: I Zimmerman-Auer Funeral Home, Inc. -balance due re aid funeral ex enses p p p 1,621.38 2. Blue Ridge Memorial Gardens 926.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address __ City .--- -- ------------------ _ State ZIP Year(s) Commission Paid: Z• Attorney Fees: 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City __ State Relationship of Claimant to Decedent 4• Probate Fees: 5• Accountant Fees: 6• Tax Return Preparer Fees: ~ Wachovia Bank -safe deposit box drilling $. Wachovia Bank -estate check order 9. Cumberland Law Journal -estate advertising ~o. The Patriot-News Company -estate advertising ~ ~ . Reserve for future costs, taxes and expenses ZIP TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. 7,500.00 327.50 150.00 23.00 75.00 116.45 2,000.00 12,739.33 ~,i~ pennsytvania SCHEDULE I ~ DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER RUTH H. KNERR 21-10-0789 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimhiiraa~i morllral o„~o.,~o~ It more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: RUTH H. KNERR 21-10-0789 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 Rose Bartell, 23 Lindley Murray Road, Palmyra, PA 17078 2. Anna Weirich, 801 North Hanover Street, Carlisle, PA 17013 3. Nikki E. Knerr, 36835 Nob Hill South, Millsboro, DE 19966 4. Karen R. Hollen, 601 South Middlesex Road, Carlisle, PA 17015 Sister Sister Daughter Daughter 2,000.00 2,000.00 1/2 Residue 1/2 Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. Our Savior Lutheran Church, 420 N. Progress Avenue, Harrisburg, PA 17109-1040 10,000.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 10,000.00 If more space is needed, use additional sheets of paper of the same size. LAST V~'ILL ANll TESTAMENT OF RUTH H. IiNERR I, RUTH H. I~NERR, now of Harrisburg, Dauphin County, Pennsylvania, do hereby declare this to be my Last Will and Testament and hereby revoke all prior Vdills and Codicils made by me. ITEM I. I direct that all of my just debts and funeral expenses, including the cost of my gravemarker, if any, shall be paid from my residuary estate as soon as practical after my decease as a part of the administrative expenses of my estate. ITEM IL I give to my niece and goddaughter, EVANNE WEIRICH, the sum of Five Thousand ($5,000.00) Dollars. ITIiJM III. I give to my sister, ROSE BARTELL, the sum of Two Thousand ($2,000.00) Dollars. ITEM IV. I give to my sister, ANNA WEIRICH, the sum of Two Thousand ($2,000.00) Doliars. ITEEM V. I give to OUR SAVIOR LUTHERAN CHURCH, 420 N. Progress Avenue, Harrisburg, Pennsylvania ] 7l 09-1040, the sum of Five Thousand (55,000.00) Dollars for its Christian Education Fund and the sw~~ of Five Thousand (55,000.00) Dollars for its Building Fund. Ruth H. Knei7- ITEM VI. I give and devise all of the rest, residue and remainder of n-iy estate of every nature and wherever situate in equal shares to my daughters, NIKKI E. KNEIZIi and KAREN R. HOLLEN, or their respective issue, her stir~~es, and, if none, to my surviving daughter or her issue, per stirpes, as the case may be. However, l direct that from the share herein given to my daughter, NIKKI E. ICNEIZR, the sum of Sixteen Thousand ($16,000.00) Dollars be deducted which I advanced to her during her lifetime and that the same be added to the share herein given to my daughter, KAREN R. HOLLEIv. ITEM VII. As to the share given to my daughter, NIKKI E. KNERIZ, by this Will, as well as any other items (such as life insurance proceeds and annuities) payable to the trust herein created, I direct the following: A. The same shall be held in trust for my daughter, NIKKI E. KNERR, by my son-in-law, ROBERT A. HOLLEN, as Trustee. Trustee shall pay or apply so much of the income and so much of the principal thereof, as in Tnistee's sole discretion, is necessary for her maintenance and support and for her medical, dental, hospital and nursing expenses. In determining whether to make payments or applications under this paragraph, Trustee shall consider such other resources as may be available to her, including public assistance or other benefits that any federal, state, county or other gover7lmental or private agency would provide in absence of distribution from this trust. B. All principal and income from this trust for NIKKI E. KNERR, shall be free from her debts, contracts, alienations and anticipations, and the same shall not be liable for an}~ levy, attachment, execution or sequestration while in her hands or in the hands of the ,./ r ~~ Ruth H. Knerr Trustee. Should any funds which Trustee determines to pay to her be subject to any levy, attachment, execution or sequestration in her hands, Trustee shall make no payments to her but shall apply such funds for her benefit without making paymem to her- In the event a determination is made by airy appropriate authority that the trust funds are liable to levy, attachment, execution or sequestration while in the hands of the beneficiary or the Trustee for obligations of the beneficiary, or on the death of NIKKI E. KNERR, this Trust shall terminate and the remaining principal and any undistributed income thereof shall be paid to my daughter, KAREN R. HOLLEN, or her issue, per stirhes, as set forth above. C. Should ROBERT A. HOLLEN be unable to or cease to act as Trustee, he shall appoint his successor. Should he fail to appoint a successor, I appoint my daughter, KAREN R. HOLLEN, as successor trustee. Should she fail to or cease to act as such, she may appoint her successor. Should she fail to appoint a successor, 1 appoint JOHN S. WARD, as successor trustee ITEM VIII. If any income or principal shall be payable to any person who shall be under the age of twenty-five (25) or who shall be incapacitated for any reason, my personal representative, as trustee, shall such income and principal for such beneficiary until tlae age of twenty-five (25 j or during incapacity (whichever event occurs first) and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person after considering other resources available to such person for those needs without the appointment of any guardian or committee or any authority of court, and shall be entitled to make direct application hereunder or to make application by payment thereof to the parent or la~/ ~ ~ ~ / ~''f'' '~~ /-~" ~ ~- ,'lip`,;; ;, ~; Ruth H. Knee- ; other person in charge of such person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be paid and distributed to such person upon attaining the age of twenty-f ve (25} or upon the termination of incapacity. ITEM IX. I appoint my daughter, KAREN R. 1=IOLLEN, Executrix of this nay Last Will and Testament. Should she fail to qualify or cease to act in such capacity, I then appoint my daughter, NIKKI E. IrNERI2, Contingent Executrix of this my Last -Will and Testament No bond shall be required by my personal representative in any jurisdiction. 1TEM X. In addition to the powers given by law to my personal representative(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of any trust(s) created herein, they shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution. A. To retain any property owned by me at my death and to invest any funds held by them in any stocks, bonds, notes or other securities or property, real or personal, including common tl-ust funds, mutual funds and money market deposit accounts operated or offered by my corporate tnistee, if any, or any affiliate of it. B. To sell or otheltivise dispose of any property, real or personal, at any time forming a part of my estate or the tnlst estate, for cash or upon credit, in such manner and on such terms as they see fit, and no one dealing with the fiduciaries shall be bound to see to the application of any monies paid. Ruth H. Kner- 4 C. To manage, operate, repair; improve, mortgage ar lease for any ten~~ [even if beyond the duration of the trust(s)] any real estate at any time held or owned by them as fiduciaries. D. To hold investments in the name of a nominee and exercise and dispose of 1~'fU-T"ants. E. To engage in litigation and compromise, arbitrate or abandon claims and property. P. To conduct any business in which I am engaged or in which I have an interest at the time of my death for such period as the fiduciaries deem advisable, with the power to borrow money and to pledge the assets of the business and to do all other acts which I, in my lifetime, could have done, or to delegate such powers to a partner, manager or employee without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations fixed by the fiduciaries H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee. 1. To join in any merger, reorganization, voting trust plan or other concerted action of security holders, and to delegate discretionary duties wide respect thereto. J. Should the principal of any trust herein provided for be or become too small in trustee's opinion so as to make establishment or continuance of the trust inadvisable. my ~~ E~~~ i l /1 /i~7"~~~-J~1 Ruth H. Kl~err trustee(s) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportion they are then entitled to income. Upon such tern~ination, the rights of all beneficiary(ies) who might otherwise have an interest as succeeding income beneficiary(ies) or in remainder shall cease. K. In general, to exercise all powers in the management of the. assets of my estate or the trust estate which any individual could exercise in the management of similar property owned in his own right, upon such terns and conditions as the fiduciaries may deem best, and to execute and deliver all instruments and to do all acts which the fiduciaries Tray deem necessary or proper to can-y out the purposes of this will or any trust(s) created herein. L. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirn~ity or incapacity, or to pay the same to such person or persons as the fiduciaries select to disburse it, whose receipt shall be a complete acquittance therefore without the intervention of any guardian. M. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be liable for any leery; attachment, execution or sequestration while in the hands of any Ruth I~. I~~err 6 fiduciaries. Provided, however, any beneficiary may assign any part or all of the beneficiary's interest in my estate or the trust(s) to any one or more of the benef curies or m}~ descendants. , y ~~ IN WITNESS WHEREOF, 1 have hereunto set my hand and seal thi~ ~t day ~ ,~ of %/ ~ , 2004. - , Ruth H. Knen- The preceding instrument, consisting of this and six other pages, identified by the signature of the testatrix, was on the day and date thereof signed, published and declared by Ruth H. Knerr, the testatrix therein namPrl ac and fnr her last Will, in the presence of us, who, at her request, in ether, subscribed our names as witnessed hereto. 1 ~~ r~ t. \ a i ~, , J f AChN0~~4~LEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPI-IIN SS. I, RUTI-l I-I. KNERR, testatrix whose name is signled to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that 1 signed and executed the instrument as my last Will, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ' L Ruth H. Knew Swon~ or affirmed to and acknowledged before me, by Ruth I~. Knerr, testatrix, this ~?-I- day of (~ A Y .2004. Notar Public My Commission Expires: AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA NOTAflIAI SEAL COMMONWEALTH OF PENNSYLVANIA NANCY L. SRESKi, Notary PubNc SS. Susquehanna Township, t?auphin County COtTNTY OF DAUPHIN ~ ~` C0m~~0!? ~~ March 16, 2008 We, ~ t C1~q 2T~ l.. Pt-~C~Y ~F DL('~~r2fl y L. J~uLi t~ ~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the. instrument as her last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the- caring and sight of the testatrix signed the Will as witnesses; and that to the best of our lalowl ge the testatra was at that time 18 or more years of age, of sound mind and under no constraitt't r ndu an£luer~~ - ~ ---. -= 'f ~I ~ '~`-.i~ ' Sworn to and subscribed before me this o2~'r' ~ day of ~fj''~' , 2004. Ci?MMONI~EALTH OF PENNSYLVANIA ~ ~J~~~ idCTARIAL SEAL `~ NANCY L. 13RESKI, Notary Pubftc Notary Public Susquehanna Ta~-nshtp, Dauphin County i iJry C,omrrdssinri Expires AMA 16, 2008 My Commission Lxpires: REV-485 EX+ (g-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 SAFE DEPOSIT BOX INVENTORY Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETLIRNFf7 Tn varniG onno~ec COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER 21 0789 209-12-9966 DECEDENT'S NAME (LAST, FIRST, MIDDLE) DATE OF DEATH Knerr, Ruth H. 07/20/2010 ADDRESS OF DECEDENT (STREET) (CITY) (STATE) (ZIP CODE) 601 S. Middlesex Road Carlisl , e PA 17015 NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) Richard L. Placey, Attorney for Estate (STREET NAME) (CITY 3621 North Front Street Harrisburg (SPA) (117110) NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) (RELATIONSHIP) Karen R. Hollen Daughter (STREET NAME) (CITY) (STATE) (ZIP CODE) 601 S. Middlesex Road Carlisle PA 17015 b. (NAME) (RELATIONSHIP) Richard L. Placey None/Attorney for Estate (STRE~Tf1Z1E)NOrth Front Street Harrisburg (SPA) (111°~l U b c. (NAMF~ (RELATIONSHIP) (STREET NAMEI (CITY) (STATE) (ZIP CODE) NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) Wachovia Bank (STREET NAME) (CITY) (STATE) (ZIP CODE) 3501 Paxton Street, Unit Q1 Harrisburg PA 17111 1 NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY Ruth H K . nerr May 27, 2004 3:00 PM DATE OF CONTRACT TO RENT BOX NUMBER OF BOX ~ TITLE UNDER WHICH BOX IS REQUESTED Robert G. Knerr and Ruth H. Knerr NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX Robert G . Knerr deceased 5 / 2 8 / 9 6 a. NAME Ruth H. Knerr ( ) b. NAME Nikki E. Knerr (STREET ADDRESS) (STREET ADDRESS) 601 S. Middlesex Road 36835 Nob Hill South (CITY) (STATE) (ZIP CODE) Carlisle, PA 17015 (CITY) (STATE) (ZIP CODE) Millsboro, DE 19966 NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY Richard L. Placey, Attorney for Estate WAS A WILL IN THE BOX? ^ YES ~] NO If yes, a. Date of will: b. Name and address of personal representative, if named in the will (NAME) (STREET NAME) (CITY) (STATE) (ZIP CODE) c. Name and address of attorney, if any (NAME) (STREET NAME) (CITY) (STATE) (ZIP CODE) 1 SAFE DEPOSIT BOX IIV~/Er~TORY Page of INSTRUCTIONS (1) (2) (3) (4) (5) (6) (7) (8) Cash: Report total only. Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. All other contents. ITEM NO. ITEM DESCRIPTION Safe deposit box was em t I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. PERSON RECEIVING COPY OF SAFE DEPOSIT BOX INVENTORY: ' SIGNATURE _ SIGNATURE PRINT NAME Ric hard L. Place PRINT NAME AND CHECK APPROPRIATE BOX BELOW: Karen R. Hollen PRINT TITLE Attorney for Estate DATE 08/28/2010 CHECK APPROPRIATE BOX: ®Exe°°`or(trix) ~Adminisirator(trix) Estate Representative ~ Joint owner of safe deposit box NOTE: Attach additional 8'/z" x 11" sheet(s) if necessary or use duplicates of this page of form. Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 1 _ _ _ Moro :~, .. -:: 0 Charts- 6.,~.r•rh.,o-l, IT LOOKS JUST LIKE SCHWAB'S .;,t~ It, See fur yourself haw powt:rful Schwab's trading fouls can 6e. scHwn N r. ,~ New Marketdata Provider » Hume Uuotes News Industries Markets Historical Uuoles BiyReports Advanced tools Prmniwn Pruducts This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical tlale to view a quote and mini chad for that security. . ,, ,. FTR Ia~ir ,~~~: -: 7/20/2010 .r1 _; ~s ._' t3BLs,019 Sponsored Links Hot Stock Alert - EHSI Profit From Healthcare Explosion. New Millionaires Created Today. #1 Energy Stock for 2010 (AEGY) Why investors consider this company the next BIG ENERGY player! AARP 50+ Auto Insurance Over 50? Save an Avg $397. 9 out of 10 AARP Policyholder's saved. Free Penny Stock Alerts Should I trade penny stocks? Get free alerts and judge for yourself. Become a Schwab Active Trader today .TRADE FREE f Scottrade ~ ~ FOR LO DAYS- FJj/g;/J~ ~ AMERITRADE [N~TRRO[ SE CVPITIES lLC •~•- Scottrade: 57 Trades, Trade Free for 60 Days. Trade Now at Fidelity TD AMERITRADE. Free' Investools Fast Executions E'TRADE Securities. Trade free for 30 days. etlucation Home I About !Job Oppqdunities !Contact Us I Feedback I Help License and integrate news, custom financial tools and data from Dow Jones Client Solutions.. Copyright ©2010 MarketWatch, Inc. All rights reserved. By using this site, you agree to the Terms of Use and Priyapy_Pol_cy (updated 4/3/03). Intraday Data provided by Thomson Reuters and subjecuo Terms of use. Historical and current end-of-day data provided by Thomson Reuters. Intraday data delayed per exchange requirements. Dow Jones Indexes (SM) from Dow Jones 8 Company, Inc. All quotes are in local exchange time. Real time last sale data provided by NASDAD. More information on NASDAQ Traded symbols and their current financial status. Intraday data delayed 15 minutes for Nasdaq, and 20 minutes for other exchanges. Dow Jones IndezesSM from Dow Jones 8 Company, Inc. SEHK intraday data is provided by Comstock and is at least 60-minutes delayed. All quotes are in local exchange time. 1~ttr~•//}si rrnf~ortc n~orlrof~:,o4n1, nn»~/h~n4l..-inn//r1o~ „14 .,r„-. `7 r1 ..T....,ti-1 P_,,. ,.....1.. ~.7-T'. T71 D__1.,__ ~_~ c~i's i^i rein Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 1 = _ Charts Mni.,•I ; r.,lrt•. I!; 115, y~>ll`~? Il~rf ~IL=.j~ II1 l~U l,l ~ I-(` ~ I -' " ~ ~ New Marketdata Provider » Home (]uotes Nera Industries Mlarkels klislorird (luoles l7iy Reports ~iAdvanced Tools Premium Pruducls This Historical puotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. VZ ~, ".nu, 07/20/2010 , r Sponsored Links Univ of Phoenix®-MBA Accredited Online MBA Programs -Flexible Classes -Request Info. Free Penny Stock Alerts Should I trade penny stocks? Get free alerts and judge for yourself. Turn $SK into $1,057,887 In next 24 months Trading Stock Options! FREE Book Show You How! ~ ,.,, Get A Fixed Mortgage Now $200,000 for Only $1,014IMonth, Fixed Rate for Life at LendingTree" Gel _s la rterl with ;, br'ottcr 4]~ - =i~: I L f . r.n11C~r:Vtl ]t Scottrade: $7 Trades. Fast Executions -..TRADE FREE ~ide/ity. ~~ (JR 60 DAYS EMTRflgE S[CURnI[, LLC ++~~~•.~+• Trade Free for 60 Days. Trade Now at Fidelity E'TRADE Securities. „~' AMERITP.ADE TD AMERITRADE. Trade free for 30 days. FlgB Trade Currencies Online Home ~ About I Job Opportunities I Contact Us I Feedback ~ Help License and integrate news, custom Financial fools and data from Dow Jones C_lie_nf Solutions.. Copyright ©2070 MarketWatch, Inc. All rights reserved. By using this site, you agree to the Terms o(_Use and Privacy Policy (updated 4/3/03). Intraday Dala provided by Thomson Reuters and subject to terms of use. Historical and current end-of-day data provided by Thomson Reuters. Intraday data delayed per exchange requirements. Dow Jones Indexes (SM) from Dow Jones & Company, Inc. All quotes are in local exchange time. Real time last sale tlala provided by NASDAQ. More information on NASDAQ Iraded symbols and their current financial status. Intraday data delayed 15 minutes for Nasdaq, and 20 minutes for other exchanges. Dow Jones IndexesSM from Dow Jones & Company, Inc. SEHK intraday data is provided by Comstock and is at least 60-minutes delayed. All quotes are in local exchange time. - _ More ,~"., ~,., . ~. 1,~4vs•//1,; ..nl, n,-4n „~., ,-L~~,,,.,t.. L. ,.,...... /L.: ,.~....: ,...1 /a.. r___T~ __-_nJ_~__~ , n _ , , .,,-ten , . .. ,.. ,_~. faC : (,li: ~., Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 1 Mara -_. _ ... _.._ Charts ~gn.rl7;:arh ~~~~~~ ~coifrade r :. ,. ;r New Marketdata Provider » Hume Quules News Industries Markets Histuriud Quules Etiy Reports fd7 Advanced loot, Prurnium Pruduc is This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini Chad for that security. T F ~ I c ,~;,r!..: . 07/20/2010 ,.&C ~~5.50 ... 1 ~; , U;i:~. 7:i;, Sponsored Links Solar Stock Pick - EVSO Solar Power Your Portfolio. Green Energy Stock Investment #1 Solar Stock Investment Alternative Energy Partners (AEGY) The next BIG Energy player! Free Penny Stock Alerts Should I trade penny stocks? Get free alerts and judge for yourself. .u ,, Turn $5K into $1,057,887 In next 24 months Trading Stock Options! FREE Book Show You How! eecome a srit~ui ab Attive_TSpder tog~y. Scottrade E~'TRADE ~/de1i~ ~? AMERITHADE Scottrade: $7 Trades, Trade Free for 60 Days. Trade Now at Fidelity TD AMERITRADE. Free $60K Practice Fast Executions E'TRADE Securities. Trade free for 30 days. Account Home I About I Job Oppodunities ! Contacl_Us I Feedback ~ Help License and integrate news, custom financial tools and data from Dow Jones Client Solutions.. Copyright ©2010 MarketWaech, Inc. All rights reserved. 6y using This site, you agree to the Terms of.Use and Priva_gy_POlgy (updated 4/3/03). Intraday Data provided by Thomson Reuters and subject to terms_of u_se. Historical and current end-of-day data provided by Thomson Reuters. Intraday data delayed per exchange requirements. Dow Jones Indexes (SM) from Dow Jones 8 Company, Inc. All quotes are in local exchange time. Real time last sale data provided by NASDAQ. More information on NASDAQ traded symbols and their current financial status. Intraday data delayed i 5 minutes for Nasdaq, and 20 minutes for other exchanges. Dow Jones IndexesSM from Dow Janes & Company, Inc. SEHK intraday data is provided by Comstock and is al least 60-minutes delayed. All quotes are in local exchange time. j~ttn•//hiarhartc niarlrat~xrat~}, rn,,,/h;ct.,,•;r.ol/rlo4~„1~ .,~..7a~~,,,,,•-i p_,._...,.>,..t-m o__t___ ~_~_ n r, ~~ ~.,.,, ., N (+ .`--UI3t5 Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 1 __ Moro ..,: .... _ ~. 0 Charts' IT LOOKS JUST LIKE SCHWAB'S ,:,t„,,; -= = .._.:---..- -- chuck Set: foryourselfh~w powerful Schwab's trading tools can he. tCHwAp °' ~ New Marketdata Provider » Horne Quotes Neva Industries Markets Historical Duules 6iy Reports IN Advanwd Tools Premium Products This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical dale to view a quote and mini chart far Thal security, ! :~'ri-l s~Cr_ LSI n! .._ 7/2010 r~ ..9C r.:3 =;.6 Sponsored Links Hot Stock Alert - EHSI Profit From Healthcare Explosion. New Millionaires Created Today. Goldline®: Invest in Gold Gold Delivered to Your Door. Free Investor Kit. Since 1960. Turn $5K into $1,057,887 In next 24 months Trading Stock Options! FREE Book Show You How! Trader Makes $17 Million Wiz Kid Stock & Option Trader Makes $17 Million Trading Options! 1 Find a hrolcer Scottrar~e Scottrade: $7 Trades, Fast Executions E~~-TRADE Fidelity ~,q AMERITRpDE ~.ETF Tfr7LJL j~ Trade Free for 60 Days. Tratle Now at Fidelity 7D AMERITRADE. Free 30-Day Trial. E'TRADE Securities. Trade free for 30 days. Click Here. Home I About ~ Job Opportunities I Contact Us I Feedback ~ Help License and integrals news, custom financial tools and data from Dow Jones Client Solutions.. Copyright ©2010 MarketWalch, Inc. All rights reserved. By using This site, you agree to the Terms_pf Use and Privacy_POlicy (updated 4/3/03). Intraday Data provided by Thomson Reuters and subject to terms of qse. Historical and current end-of-day data provided by Thomson Reuters. Intraday tlata delayed per exchange requirements. Dow Jones Indexes (SM) from Dow Jones 8 Company, Inc. All quotes are in local exchange time. Real time last sale data provided by NASDAQ. Mare information on NASDAQ traded symbols and (heir current financial status. Intraday data delayed 15 minutes for Nasdaq, and 20 minutes for other exchanges. Dow Jones IndexesSM from Dow Jones 8 Company, Inc. SEHK intraday data is provided by Comstock and is at least 60-minutes delayed. All quotes are in local exchange time. httn•//hianhartc mat-kr~t~uatrh r~nm~~iictnrir~l/rlo~ „lr .,~,,7r11.7,,,.ti-7 P_,._,.....7_~t_7 car n _r _ s :, ., .. r,. ,,, ,. Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 1 More ~., -. _. .,~. .. Charts ~~ ~ { ~ ~ ~ ~ ` _= ~ ~ - ~~~ rti .~~r,/.o-l: -;.;~ t f t ~~ ~~ 4-~~ t' ~ eti - GET INVLSIE'~ ,. ; -.- -. I~I~~ New Marketdata Provider » Horne Quotes Neva Industries M:nkels Ilisluricul Uuoles BigReporls Advanced tools Prumiwn Products This Historical Ouoles tool allows you to look up a security's exact closing price. Simply type in the symbol antl a historical dale to view a quote and mini chart for That security. ? =11~^' MFCcn; ',_,ic_ 07/20/2010 ~~~ Sponsored Links AARP 50+ Auto Insurance Over 50? Save an Avg $397. 9 out of 10 AARP Policyholder's saved. #1 Energy Stock for 2010 (AEGY) Why investors consider this company the next BIG ENERGY player! Hot Stock Pick - EVSO Solar Energy Investment. Evolution Solar Green Energy Solutions. Options Trading Voted Baryon's Best Online Broker 4 Years In A Row! Trade Options Now. come a Schwab Active Trader today. _. !70nlrneT.etdes.,,_.__ Scottrade: $7 Trades, Fast Executions TRADE FREE ~- FOR 60 DAYS CM, iflRDE SE CVRnI[S LLC Trade Free for 60 Days. E'TRADE Securities. Fidelity. Trade Now at Fidelity AMERITRADE TD AMERITRADE. Trade free for 30 days. Free $SOK Practice Account Hoene I About I Job Oppodunilies I Contact Us ~ Feedback I Help License and integrate news, custom financial tools and data from Dow Jones Client Solutions.. Copyright ©2010 MarketWatch, Inc. All rights reserved. By using this site, you agree to the Ter_ms_of_US_e and Privacy Policy (updated 4/3/03). Intraday Dala provided by Thomson Reuters and subject l0 lerms_of use. Historical and current end-o(-day data provided by Thomson Reuters. Intraday data delayed per exchange requirements. Dow Jones Indexes (SM) from Dow Jones & Company, Inc. All quotes are in local exchange lime. Real time last sale data provided by NASDAQ. More information on NASDAQ Traded symbols and their current financial status. Intraday data delayed 15 minutes for Nasdaq, and 20 minutes for other exchanges. Dow Jones IndexesSM from Dow Jones 8 Company, Inc. SEHK intraday data is provided by Comstock and is at least 60-minutes delayed. All quotes are in local exchange time. ~lrTl~'~~hl~C'~'lAl"fC_1"ilAi'~CP.fWAfr~'1 ~.nm/hictnri~al/rlafa,Elt acrs7~atan4-1 ,P.~.,,Y,l-..,1-TiTL'/"'' D_„t,_,... .]..a ci /~ i~ni n too Ss~lits Fa>;. ,:~~,u.~,,~v ti, i~~; :~uJ. ` ~ . ~ c""; ~,F- nM %~,!~~:r~. 1 r :~J, x-. - ~1'I.~?"eD`J.11 iifl?l~ 6^~.~nce C;c:ifirrnaron 5e_*v~cec_ ~t;~a;•;t ].t~, 211]1; i3. i:C,~i2''~L.~'S A7'vAt~' F ~rJ~3Jr~C•'T: V2~zficslir:rl i (:.ta:i~r~.al~~r G'AG'; rR;lit at?a.BsJa;i;e ~lgbrmalnfln };,r3t•i~+ec. ~slr: C:u~o~~r: J~.UT~ ~I I~dE7iR s9SR'# ~"1,'.:~1;:-Y~-~4~6) ~?at~ of Be~.tla. Jul, ~ds,'.1J3(f De~~asit_g~zrsraut ~la~`as~~~i~n ~~~cx: psi: Aa~~~ant Late o`ikaJ.h iatieiage FSe:anca I)ute hfaruity~ Li±etacr .=Wereed 'kit) ,:;vac ';.ire Number I3s!eirx~ i~ened 1)ute l~eiiz ;rRan:si .rtereet i=aiti ~ins~: !'['.i:1"1C:.~I'L:'~F ~.\.`-Si~?;~t:?!?_~C~:DY:19 ~ j y.,;.4;' ~ 11(1 ~%2~~7 i 1/14.20' 1 ~ y;+I 4' ~ i4 o~..~.~,. ' Dr~lsrr ____. ---------------- --------- C]?~'C.K_IidG 1:X~.'?7~}::^:'s:`i.U4'~9 4.~??3y.5i 123%1980 idiA. I;:;Rr,°; i?_ li7LLi~'til YCi y ~t~ier=+;,c.~:noxnt .Ini~S ~nat~~u~a ?a:wuti .~;c:co>fct Date c Fsel nc,~ IJeL= LZvt:~ :_t~lrr.:r f ~;,_~~•t~,~_ Tjl~v_ ~J4flli7ef C3P~('ic;4 ~'.] ~--~(,E ~_at=,' a.~Flr:-~srr >.~}L,~.;~:~:~;aoza ,'"'~~...~, ~.s.,.~~..~Y.. 12.'9.19?G I~.7X t.EF?iiL'!'77 i [i k~U3Eft; r, ~1;1~ f;F: lr:'r~t x r:*.r:Ial~ 3501 Yyt.cn ~l !:m? r~:7 i~kT.{IS.^311IC4i. W?~ i?1 I1 Pad: 1 G` ~' I NG . August 19, 2010 PLACEY & WRIGHT ATTORNEYS AT LAW 3631 NORTH FRONT ST HARRISBURG PA 17110-1533 ING USA Annuity and Life fns Co Contract Owner: Ruth H Knerr Contract Number: 46251.9 Claim Code 0301 U Dear Mr. Placey We have received your request for information on the above listed contract. Please find the contract information below. Death Benefit Value $5,865.61 as of 7/20/10 Cost Basis $21,489.73 Primary Beneficiary Karen Holland 50% Primary Beneficiary Nikki Knerr 50% If you have any questions please call the Customer Contact Center toll free at 1-800-369-5303, Monday through Thursday 8:30 a.m. to 6:30 p.in., and Friday, 8:30 a.m. to 5:30 p.m. Eastern Time, enter option 2 followed by the claim code in place of your social security number. Sincerely, Annuity Claims Services cib 909 Locust Street Des Moines IA 50309-2899 Secure F,-mail Page 1 of 3 Subject RE: Ruth H Knew Contract V~ASI 04~99~ Attachments 0 file(s) a r ~ ~ From kfournier (kfournier(un~assmutuaLcom) ~,. _ ~`-' `~ ~ ~~~~~ To pwlaw(fuepix.net ~.: ['~w.= f l PJ A N C I A 1 GROUP Sent Today, 08/17/2010 1 1:08:37. EDT4 Expires 60 days later, l U! I (~~2010 1 1:09:37, EDT4 Message from Sender Original Recipients: To: pwlaw@epix.net Cc: Per your email, the July 20, 2010 date of death on contract VAS 104995 for Ruth H Knerr was $11,487.69. If you need anything else, please let me know. Thank you Kim Fournier USIG, Post Issue Service & Claim Administration MassMutual Financial Group Telephone: 800-767-1000 ext. 21388 Mailing address: 1295 State Street; MIP Code M356; Springfield, MA 01111 MassMutual. We'll Help You. Get There.(r) MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. -----Original Message----- From: pwlaw@epix.net [mailto:pwlaw@epix.net) Sent: Wednesday, August 11, 2010 11:11 AM To: Foui~zier, Kimberly Subject: Re: Ruth H Knew Contract VAS1045995 Kim, Thanks so much for forwarding the atached annuity claim forms. Can you please provide me with a date of death balance for the annuity as we will need to include the same on the Pennsylvania inheritance tax return. Mrs. Kuerr's date of death was July 20, 2010. Thank you,