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Home My WebLink About10-27-10 (2)1505610143 REV-1500 Ex (01.10> OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 80X.280601 INHERITANCE TAX RETURN 21 10 00256 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 117 07 9159 02 11 2010 Decedent's Last Name Suffix BAUER (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number Date of Birth 04 05 1922 Decedent's First Name MI ERNEST T Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~] 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise ~] 5. Federal Estate Tax Return Required (date of death after 12-12-82) g Decedent Died Testate (Attach Copy of Will) ~ ~• (AttacheCoMa~of Trusd a Living Trust PY ) 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. Spousal Povert Credit (date of death between 12-31 ~1 and 1-1-95) 11 • Election to tax under Sec. 9113(A) (Attach SCh. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JAN M WILEY 717 432 9666 First line of address 130 W CHURCH STREET Second line of address City or Post Office DILLSBURG Correspondent's a-mail address: State ZIP Code PA 17019 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 pn all infnrmatinn of which nrPnarer nac anv knnwlarina ' AI UKt OF F'tRSUN K UN IB E FOR FI NG RETURN DATE Janet Z. Hilbish ~` CJ ESS 409 Darla Road Mechanicsbur PA 17055 SI NATURE OF PREPARER OTHER THAN REPRESENTATIVE D TE - ~ Jan M Wiley ~ ~ f~S~~~ D'F2ESS Side 1 150561143 1505610143 J J 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Bauer, Ernest Thomas 117 0 7 915 9 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 1,533.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 195,288.02 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 5 , 94 8.3 6 7. Inter-Vivos Transfers & Miscellaneous ly4n-Probate Property (^ Se arate Billin (Sched Re l t G d 2 0.93 p g u ques ............ e ) e 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... g. 202 790.31 r 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 41,621.55 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 1,843.19 11. Total Deductions (total Lines 9 & 10) ................................................................... 11 4 3 , 4 64.7 4 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 15 9 , 32 5. 5 7 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. 15 9 , 3 2 5 .5 7 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 0.00 16. Amount of Line 14 taxable 15 9 32 5 . 5 7 at lineal rate X .045 ~ 1 s. '~ 16 9.65 ~ 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. Tax Due .................................................................................................................. 19. 7 ,169.65 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505610243 15[15610243 REV-1500 EX Page 3 t=ile Number 21-10-00256 ~.`..~.......~ .........r...-- - -~_. ---- DECEDENT'S NAME Bauer, Ernest Thomas STREET ADDRESS 409 Darla Road CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) _ 7,169.65 2. Credits/Payments A. Prior Payments 6,412.50 B. Discount 337.50 Total Credits (A + B) (2) 6,750.00 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) `J Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 419.65 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 :............................................................................... ^ b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did decedent awn an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. 0 ^ 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 January 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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER Bauer, Ernest Thomas 21-10-00256 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Comcast Corporation: 15.33 1,533.00 TOTAL (Also enter on Line 2, Recapitulation) 1,533.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Bauer, Ernest Thomas 21-10-00256 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) (If more space is needed, additional pages of the same size) Rev-1509 EX+ (6-98) ,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Bauer, Ernest Thomas 21-10-00256 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Janet Z Hilbish 409 Darla Road Daughter Mechanicsburg, PA 17055 B. C. InIIUTI Y nw~IFf1 PRCIPFRTY• ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 07/22/1983 Citizens Bank Account #6100700933: 11,896.72 0.500% 5,948.36 TOTAL (Also enter on Line 6, Recapitulation) I 5,948.36 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) REV-1151 EX+ (10-06) SCHEDULE H ,. COMMONWRR~E~ALTCCH OFgqJJP((ENNS~~IYILVANIA FUNERAL EXPENSES & IN RESIDENTEDECEDENTRN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Bauer, Ernest Thomas 21-10-00256 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER A. FUNERAL EXPENSES: See continuation schedule(s) attached ~ 16,985.45 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Janet Z. Hilbish Street Address 409 Darla Road city Mechanicsburg state PA z;p 17055 Year(sl Commission paid 10,100.00 2. Attorney's Fees The Wiley Group, PC 10,100.00 3. Family Exemption: (!f decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Janet Z. Hilbish Street Address 409 Darla Road city Mechanicsburg state PA zip 17055 Relationship of Claimant to Decedent Daughter 4. Probate Fees 319.50 5. Accountant's Fees 80.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 536.60 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 41,621.55 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROP RTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER Bauer, Ernest Thomas 21-10-00256 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 HE DA E OF TRANSFERSATTACFi A COPY OF TIOHE DEIED FOOREREAL ESTATDE. DATE OF DEATH VALUE OF ASSET °r° OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Citizens Bank IRA Account #6140693845: 20.93 20.93 TOTAL (Also enter on Line 7, Recapitulation) ! 20.93 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Bauer, Ernest Thomas 21-10-00256 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex eo nses 1 Linden Park Cemetery: 270.00 2 Malpezzi Funeral Home: 16,715.45 H-A 16,985.45 Other Administrative Costs 3 Citizens Bank (checks): 4 Cumberland Law Journal (estate advertising): 5 Filing Fee: 6 Janet Hilbish (reimbursement for postage and cleaning matress, carpeting): 7 The Sentinel (estate advertising): 5.22 75.00 30.00 217.60 208.78 H-B7 536.60 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-OS) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF +FtLE NUMBER Bauer, Ernest Thomas + 21-10-00256 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule ! (Rev. 12-08) (If more space is needed, additional pages of the same size) REV-1513 EX+ (11-08) SCHEDULE J COM+NORESIDEN EDECEREN~RNANIA BENEFICIARIES ESTATE OF Bauer, Ernest Thomas FILE NUMBER 21-10-00256 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) {$$$) of i t Trustee s I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 1 Mark T. Bauer Son 76,688.60 42342 Jennings Ct. Canton, MI 48188 2 Janet Z. Hilbish Daughter 82,636.97 409 Darla Road Mechanicsburg, PA 17055 Total 159,325.57 Enter dollar amounts for distributions shown above on lines 1 5 throu h 18 on Rev 150 0 cover sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright {c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) ~ r i ~~ I, Ernest 'Thomas Bauer of Mechanicsburg; Pennsylvania, County of Cumberland, declare this to be my Last Will and Testament, hereby revoking all prior Wills a~1d C~~dicils. FIRST: I direct that the expense of my funeral be reimbursed out of m~~ estate. SECOND: All my personal effects, clothing, furniture, furnishings, jewelry; automobiles, other tangible personal property of every kind, and insurance thereon, I give to my children Janet Z. Hilbish and Mark T. Bauer, they survive me for a period of thirty (30) days. If the}~ shall not so survive me, then I give my entire estate to my Grandchildren, Jennifer IJilbish, Amanda Hilbish, Jessica Bauer, and Joshua Bauer to be divided Per Stirpes right of Representation.. THIRD: I give the remainder of my estate to my children Janet Z. Hilbish and Mark T. Bauer, if they survive me for a period of thirty (30) days. If they shall not so survive me, then I give my entire estate to my Grandchildren, Jennifer Hilbish, Amanda Hilbish, Jessica Bauer, and Joshua Bauer to be divided Per Stirpes right of Representation.. ADOPTED AND AFTERBORN PERSONS FOURTH: This will shall not be modif ed by the birth to or adoption by me of any child under the age of 18 years, but references herein to my "children" or ~~issue" shall include any such child. In the construction of any device or bequest herein to any person or persons described by relationship to me or to another, any person adopted when under the age of 18 years, whether adopted before or after my death shall be considered the "child" and "issue" of his adopting parent or parents. 1 ARTICLE 5. APPOINTMENT OF EXECUTOR/EXECUTRIX FIFTH 1 appoint my Daughter Janet Z.. Hilbish as the executrix of my estate. Should she become incapacitated, die, or is unable, or unwilling to serve in this capacity then I appoint m` Soli iVlark T. Bauer as executor of my Will. PROTECTION OF BENEFICIARIES SIXTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiar}~. Provided, however, any beneficiary may assign any part or all of the beneficiary's interest in my estate to any one or more of my descendants or to any one or more of the beneficiary's descendants. MINORS AND INCAPACITATED BENEFICIARIES SEVENTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor or executrix as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated 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 distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor and shall serve without bond. 2 PA YME~'~lT OF DEATH TAXES EIGHTH: All estate, inheritance and other death taxes, together with interest and penalties on thc:n~, payable with respect to property or interests (subject to taxation by reason of my death and whether) passing udder my «~i 11 or any codicil thereto, (or otherwise,) including jointly held and other non-testamentary property, shall be paid out of the principal of my residuary estate without apportionment.. POWERS OF EXECUTOR NINTH: I confer on my executor(s) the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments, and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called ~ ~ legal investments"; to make distribution in cash or in kind; to allocate to any beneficiary property different from the property allocated to another beneficiary as the executrix using fair market values on the date of distribution deems appropriate; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. 3 APPOINT.~'VIENT OF TRUSTEEAND GUARDIAN OFESTATES OF :'~UNORS "hE?VTH: 1 appoint my Daughter Janet Z. Hilbish as the executrix of my estate. Should she become incapacitated, die, or is unable, or unwilling to serve in this capacity then 1 appoint my son Mark T. Bauer as executor of my Will.as guardian of the estates of i~~inors with power to hold all property payable by law to a guardian appointed by my will and t~ i~se it for the minor's health, maintenance. support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor, and shall serve without bond. INTERCHANGEABILITY OF LANGUAGE ELEVENTH: Words used in the singular maybe read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS TWELFTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. 4 r 1 have signed this will this ~ _ day of = - , ~,~~ ~ ~ ~ _ __, 2_CsC~ _i '~ ,~ , - i ~i -~ ice' :- ~~. ~/~ L 1~.,,~ c,~~`'%, Ernest Thomas Bauer ~-/~ G gory ~~~tt, Esquire Attorney for Testator 20 South Market Street Mechanicsburg, PA. 1705.5 ~ ~~~'~ (Address) (Address) 5 CO_t1MONWEALTH OF PENNSYLVANIA, CC)I"NTY OF CUMBERLAND ss.: ACKNOWI,EDGiVIENT & AFFIllAVIT 1, Ernest Thomas Bauer, the testator in and the undersigned witnesses to the will, the attached or foregoing instrument, ~~~ho have signed the instrument, having been qualif ed according to la~~~ do depose and say: (a) that I, the testator, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the testator sign and execute the instrument as his will, that he signed it willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as a witness and that to the best of our knowledge the testator was at that. time l 8 or more years of age, of sound mind and under no constraint or undue influence. ~-~T Ernest Thomas Bauer, TESTATOR Address ~a s . Mc~r ~e ~ S~ ~ ~i°e ch c r~ acs ~~ Ad ress /~7Z~~5 s ~ ~ day of ~„~, 2001, ~, , ,,,~,~..~ ~, ~~., Notary Public. NOTARIAL SEAL VIRGINIA U. CURTlS, NOTARY PUBLIC UPPER ALLEN TWP., CUMBERLAND CO., PA MY COMMISSION EXPIRES APR. 2, 2(}04 My commission expires: y/a/o ~ 6 . .~, _ F ~r -i.-. _. I; JAN M WILEY THE WILEY GROUP 130 W CHURCH STREET SUITE 101 DILLSBURG PA 17019 May 28, 2010 Company: Registration: Holder Account Number: Document I.D.: Our Reference: Dear Sir/Madam: COMCAST CORPORATION E THOMAS BAUER & MARGARET W BAUER JT TEN 03011637778 10144WF00982447 CMCS/0002886750/9/SF65572 (~omputershare Computershare Investor Services 250 Royall Street Canton Massachusetts 02021 www.computershare.com Thank you for your inquiry regarding the above referenced account. We appreciate the opportunity to be of service to you. Below is the account balance information you requested for account number C301i637778, as of February 11, 2010: Total Shares: 7 ,~~+ ~~°'~. ~ ~` Closing Price Per Share: $15.33 Below is the account balance information you requested for account number 03011637662, as of February 11, 2010: Total Shares: 93 Closing Price Per Share: $15.33 ,-? ~~'~ ~"' ~'/ ~~ Should you have other account related questions, please call us at 888-883-8903 during regular business hours. Please note that any available representative can assist you. You may write to us at Computershare, P.O. Box 43078, Providence, RI 02940-3078. Sincerely, .. Service Representative Enclosure: US Holder-Deceased Transfer Package.pdf T~ Citizens Bank March 29, 2010 JAN M. WILEY, ESQUIRE 130 W. CHRUCH STREET SUITE 101 DILLSBURG PA 17019 Estate of ERNEST THOMAS BAUER Date of Death: Feb 1.1, 2010 SSN: 117-07-9159 Dear Sir/Madam: 525 William Penn Place Suite 153-2618 Pittsburgh, PA 15219 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-70$-6680. For all other inquiries, please call 1-888-999-6884 Sincerely, Robert Roos Operations Services ~~ Citizens Bank Account Number 6100700933 Account Title E THOMAS BAUER OR JANET HILBISH Date Opened 7/22/1983 Account Type Checking Principal Balance as of DOD $11896.72 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $11896.72 YTD Interest to DOD $26.30 ~~ Ci~~zen~ Bank Account Number 6224644865 Account Title E THOMAS BAUER Date Opened 7/3/2009 Account Tye Checkin Principal Balance as of DOD $170632.49 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $170632.49 YTD Interest to DOD $147.36 ~~ ~iti~ens fan Account Number 6140693845 Account Title E THOMAS BAUER Date O ened 1/12/1995 Account Tye Time De osits (IRA) Principal Balance as of DOD $20.87 Interest from Last Postin to DOD $ .06 Account Balance as of DOD $20.93 YTD Interest to DOD $ .60 ~~, ~'C~~Il~LIE~~I~~~~ C'1D~~ ~N~~C~I March 22, 2010 The Wiley Group Attorneys at Law 130 W Church Street Suite 101 Dillsburg, Pa. 17019 Re: Estate of Ernest T Bauer S.S. 117079159 Attention: Jan Wiley Esquire: Here is the requested information on the above decedent please contact me at 717-720- 6414 if you have any questions. Sincerely, ,..~ r~ ~~~ ~' Yvonne James Finance D"apartment DECEDENT ESTATE INFORMATION 1. Name(s) in which the account was held: ERNEST T BAUER 2. Account number: 123350 3. Balance as of date of death: $24,421.05 Balance Accrued Dividends YTD Dividends Opened Regular Savings: S1 $2,563.33 $0.98 $2.07 PRIOR 1996 Christmas Club: S2 Whatver Club: S3 Checking: S4 Money Market: S6 Certificates: Balance Accrued Dividends Certficate Number YTD Dividends $8,962.18 $11.62 17124 $24.47 $12,895.54 $17.21 19678 $36.34 $ $ 4. Date the account was initiated: 5. Name(s) in which Safe Deposit Box was held: NONE 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: ~~~ _~ ". .,~ ~ ~ ~ ~ ~ {~~~ a 1~ ~ ti ~. ~. 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