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HomeMy WebLinkAbout11-03-101505607121 REV-1500 Ex (O6-U5) OFFICIAL USE ONLY PA Deparbnent of Relrenue County Code Year ~FXe Number Bureau of-ndNkiudTaxes INHERITANCE TAX RETURN Po sox ztio6of 2 1 1 0! 0 5 7 6 Hanlebu PA 171280601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 2 5 5 2 0 4 2 0 1 0 5 0 1 2 0 1 0 0 6 1 2 1 9 1 7 Decedent's Last Name Suffix Decedent's First Name MI W A R R E N R U T H I (If Applicable) Enter Surviving Spouse's information Below Spouse's Last Name Suffix Spouse's First Name MI II Spouse's Social Security Number THIS RETURN MUST' BE FILED 1N DUPLICATE W~THITHE REGISTER OF WALLS =ILL IN APPRVPRIA 1 t VvAL3 CiCLVw 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder R t 3 urrti, (date of death prior to 12-1 8 2) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Talc Retum Required death alter 12-12-82) ~ © 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number b f S'afe Deposit Boxes (Attach Copy of WiIQ (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. ) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPOHDEiYCE AND CONRDEHTG4L TAX INFORMATION LD BE DIRECTED TO Name Daytime Telephane u r H U B E R T X G I L -R O Y E S Q 7 1 7 ~ 41 3 ~3 4 1 . Firm Name of Applicable) REGIS rn ~.. - U1LY ~ 7 M A R T S 0 N L A W O F F I C E S < ~. ~' t~- Firstline of address ~ ~ ~ ~`"~ r 1 0 E A S T H I G H S I R E E T ~ ~~ ~' ~` ~ Second line of address ~ ^-i '~:a ~}~ ~' G*f City or Post Office State ZIP Code DA FlL~D C A R L I S L E P A 1 7 0 1 3 1 1 Correspondent's a-mail address: H G I L R O Y a M A R T S O N L A W• C O M Under pertakies of pe-/Iny, ! declare that - haue exarrdned this return, hdcdi-p axomparryf--p adledules errd statemerds, and to 61e best of my and belief, d is true, correct and oanptefe. Dederedion of preparer other than the persond reprsserKetlNe >s based on aN hlform~fon of whkh preparer has y k SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN !o A 0 ADDRESS 1315 0 I K D• MECHANICSBURG PA 117055 SIGMA R ARER R RE SENTATIVE iv AT /i a ~ 1 10 EAS'~ HIGN`''STREET CARLISLE PA '1 013 PLEASE USE ORIti1NAL FORM ONLY 1 Side 1 ~~ 1505607121 15056071 2 ~~ I D ! ~ . ,. 3 l 1505607221 REV-1500 EX Decedent's Social Security Number oeo~a~r8 Name: RUTH I. WARREN 2 5 5 ~ 0' 4 2 0 1 RECAPITULATION 1. Real estate (Schedule A) ........................................ 1. 2. stocks and Bonds (Schedule e) .................................. 2. 2 9 7' 4' 2 6 . 8 6 3. Closely Held Corporatlon, Partnership or Sole-Proprietorship (Sd-edule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 5. Cash, Bank Deposits i£ Miscellaneous Personal Property (Schedule E) ....... 5. 1 5 6 ~~,, 9' 9 9 . 5 4 8. Jointly Owned Property (Sd~edule F) ^ Separate Billing Requested ....... 6. 7. inter-Vivos Transfers & Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 8. ToW Gross Assets (total Lines 1-7) ........................... 8. 4 5 4 14 2 6 , 4 0 9. Funeral Expenses & Administrative Costs (Schedule H) ......... ....... 9• 2 8 '' 0 6 5 , 6 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... ....... 10. 9 ' S 1 4 , 4 0 11. Total Deductions (total lines 9 810) .................... ....... 11. 3 7 '; 5 8 0 . 0 5 12. Net Value of Estate (Line 8 minus Line 11) ........:......... ....... 12. 4 1 6 8 ' 4 6 . 3 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which I an election to tax has not been made (Schedule J) ........... ....... 13. ' 14. Net Value Subject to Tax (Line 12 minus Line 13) ....... 14. 4 1 _ 6 ,III 8 4 6 . 3 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES T 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9118 (ax1.2) x.o - 0. 0 D 15. 0. 0 0 18. Amount of line 14 taxable at lineal rate X .045 4 1 b 8 4 6. 3 5 1 s. 1 8 ', ? 5 8. 0 9 17. Amount of Une 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. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1 8 '.? 5 8. 0 9 Side 2 1505607221 1505607221 }2EV-1500 fX Page 3 Decedent's Complete Address: DECEDENTS NAME zUTH I. WARREN File Number 21 10 0576 STREETADDRESS 325 SOUTH SPORTING HILL ROAD CITY MECHANICSBURG Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credrts/Payments A. Spousal Poverty Credrt _ STATE ,ZIP PA ~ 17050 (1) ! 18 758.09 B. Prior Payments 16,500.00 C. Discount 868.40 Total Cred)ts (A + B+ C) (2) 3. Interest/Penalty ifapplicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Ffi kt' ovd on Papw ?, Llna ZO do request s rrlund. (4J 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total oiUne 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT ~;. ~ s PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROF~RI/~1TE BLOCKS 1. Did decedent make a transfer and: Yes' No a. retain the use or ir-come of the property transferred : ...................................................................... ^ b. retain the nght b designate who shall use the property transferred or its income; ............................... ^ c. ruin a reversionary interesf• or ....................................................................... ^ ~ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q 2. If death occurred after December 12, 1982, did decedent frenster property wdhin aura year of death ~ wiNaut receiving adequate c~nslderetion? ....................................................................................... ^ X^ 3. Dxi decedent own an in trust for" or e u death bank accourrt or secu ' at his or her death . ' payaw pore my ~ ......... 4. Did decedent own an Individus! Retirement Account, annuity, orothernon-probate property which cor-tains a beneficiary designation? .................................................................................................. ^ I 0 ~I IF THE ANSWER TO ANY OF THE A80VE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PA~tT OF THE RETURN. ~ti ., . >. For dates of death on or after July 1, f 994 and before January 1, 1995, the tax rye imposed on the net value of transfers to or for the use of the sl~rviving spouse is three (3) perrent (l2 P.S. §9116 (a) (1.1) (i)J. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers b or for the use of the surviving spouse is z (~J peroent (72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exempt a transfer b a surviving spouse from tax, and the statutory requfrerrrents for disclosl~e o(assats and filing a tax return are sh71 applicable even if the surviving spouse is the only beneficiary. ~, For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-0ne years of age or younger at death to or for the use of a na~urel parent, an adoptive parent, or a stepparent of the child is zero (0) percent (72 P.S. §9116(a)(1.2)J. The tax rate imposed on the net value of transfers b or for the use of the decedent's lineal beneflciades is four and one-haN (4.5) percent, exc~pt a~ noted in 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)). I The tax rata imposed on the net value of transfers b or for the use of the decedents siblings is twelve (12) percent (72 P.S. §9116(x)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parerrt in commo-- with the der dent, whether, by blood or adopfron. REV-1503'EX + (8-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STACKS 8 BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE DF ruc nvn~crc RUTH I. WARREN 21 10 0576 AN propta4y jolntlyo-isnd wNh rlpht of suarylvo-sAlp must be dlsclosaed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Johnston, Lemon & Co., investment account #PW-179272 248,857.03 (See attached) 2. 1348.0386 shares, WGL Holdings, Inc. CUSIP No. 92924F106 ' 48,569.83 (see attached) TOTAL (Also enter on line 2, Recapitulation) ~ I (!i more sperae is needed, kit eatd~onel sheets M the same size) ' REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK D~PO~ITS, & MISC. PERSONAL PROPERTY Esra~ of RLE aulu~e~ RUTH I. WARREN 21 10 0576 '. lndude the s oii~ipation end the dais the proceeds were recehred by the estate. Ah w!M right o/survNorship must M disclosed on ScMduM F. 1TEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Bank Money Market account 50-0556-8685 , 42,438.27 $92,411.50 + $26.77 interest (see attached) 2. PNC Bank checking account 55-1021-6752 ', 59,622.43 $59,620.36 + $2.07 interest (See attached) 3. U5 Treasury Civil Service payment for Apri12010, received after date of death 3,665.84 4. US Treasury SSA payment for Apri12010, received after date of death ', 2?3.00 5. Personal property and household goods ~ 1,000.00 TOTAL (Also enter on line 5, RecapihdatbnJ ~'i a 156,999.54 (limore rs needed, l~aert addNionai streets or the same size) ' REV-151 T EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES $ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE Of ALE lVt1MIBER RUTH I. WARREN 21 10 0576 Dt6ts of a'ecealent must M reported on SchMuN i. ITEM ~ NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Funeral Home, Mechanicsburg, PA 6,453.00 2. Lakemont Memorial Gardens, Davidsonville, MD, internment fees 2,280.00 3. Katie Warren, reimbursement for funeral programs 350.00 4. Nancy Warren, reimbursement for Obituary Notices 1,225.00 8. ADMINISTRATIVE COSTS: i i. Personal Representative's Commissions !i Name of Personal Representadhre (s) StreetAddress I~ ~' StMe Zlp ~ Year(s) Conxrasswon Paid.• 2. AttomeyFees MARTSON LAW OFFICES (estimated) 17,000.00 3, Farrrly Exemptorc (N decedent's address Is not the same as daimeM's, attadl explana8or-) Gaimanf i srreeraddress gay stye zlp Relatanshryo of CleNnant to Deosalent 4. Probate Fees eland County Register of Wills 384.50 5. Accountant's Fees '~ 6. Tax Retum Preparer's Fees '~ 7, Filing Fee, Inheritance Tax Return '~i 15.00 8. Allcoast, moving fees ~ 240.00 9. Register of Wills, additional probate fee 100.00 10. Register of Wills, Short Certificate 4.00 11. EVP Stock Valuation 7.75 12. UPS mailing to BNY Mellon 6.40 TOTAL (Also enteron line 9, 12ecaprtulatior-) ~i S 28.065.65 pf more sAace fs needed, k-sert addVGw-al sheets o/the same sae) r REV-1512 EX + (12-03) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF ~~ MflA RUTH I. WARREN 21 10 Report debts btcunecf by the decedent prhx to death whkh nmatned unpaid as of the date of death, McludMg ITEM NUMBER DESCR1PTlON 1. SAMBA, account payable 2. Country Meadows, account payable 3. Country Meadows, final payment 4. Thornwald Home, account payable 5. PNC Bank checking 55-1421-b752, outstanding check, on date of death medkal expenses. VALUE AT DATE OF DEATH 36.62 7,370.00 879.78 508.00 720.00 TOTAL (Also enter on line 10, Recapitulafwn) I S' 9, 514.40 {If mae space u needed, h-sert edditlonal sheets of the scene she) 'REV-1513 EX + (9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF RUTH I. WARREN NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TA?G4BLE DISTRIBUTIONS j~-clude oubigM sal dons, and bar-slers undo. Sec. 9f 16 (e) {1 1. William W. Warren, Jr. 1351 McCormick Road Mechanicsburg, PA 17055 2. Virginia W. Haberman 7903 Orion Circle, 477E Laurel, MD 20724 3. Nancy M. Warren 2 Kirkbank Rd. Burnrisland, KY3 9HX, U.K. FILE 1V!IMBi 21 10 0: RELATIONSHIP TO DECEO Do Not L/st Tn~atw(s) Lineal ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON ONES 15 THROUGH 18, AS APPROPRIA II. NON-TAXABLE DJSTR/BUTIONIS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1, TOTAL OFPART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET (N more space is Headed insert edditronal sheets of the same size) AMOUNT OR SHARE ~' OF ESTATE I ~~ 138,948.78 138,948.78 138,948.79 1500 COVER SHEET '~ i i FIRST CODICIL TO LAST WILL AND TEST OF RUTH INGLE WARREN I, Ruth Ingle Warren, of Montgomery County, Maryland, declare that to my Last Will and Testament, which is dated Jutxe a6, 2006. I revoke Paragraph 1.04. My Last Will and Testament, which reads as and appoint my husband to serve as my Personal Representative. If he for any i or continue as nny Personal Representative, Iconstituteand appoint myson-in-; to serve as such in place of my husband. If he £or any reason fails to quay, Personal Representative, Iconstitute and appoint my son, William Winton V such in place of my son-in-law." In place of this revoked provision I subst constitute and appoint my son, William Winton Warren, Jr., to serve as my Pei If he for any reason fails to qualify or continue as my Personal Represent~ appoint my soa-in-law, David Haberiman, to serve as such in place of my so "~ ~ i ~ C ~ r~ tf > ~..~ ? ~ ~~ r I ~ ~;: ~, ~ .,.~, . •.~ . ,~ r-" ~ ~ r ~is fs the first Codicil : "I constitute fails to qualify ~pavid Haberman, qr continue as my Jr., to serve as k the following: I Representative. F, I constitute and 1N WITNESS WHEREOF, I hereby confum and republish txiy Will ~~~~ ~ ~ ~~ ~~ ~ ~~ a the 24th day of June, 2006, izt all respects other than those above mentioned. I have signed m~ na'me to this Codicil to my Last Will and Testament this ~7'~ day of ~I 207. I' ~~ R INCiLE L0 -d ' I~~ Wd 60:~T,0T0Z-LZ-AtlW __ I __ i ~ ' ~: r . The within instrument consisting of two {2) pewges, of which pagc one { 1) vulas signed by Ruth . ~ Ingle Warren, was signed, Published and declared by her in the presencc of both o us to be a Codicil to her Last Will and Testament; at the same time wc, in her presence, at her r~qupst, and in the ~ ~ p=+esencc of each other, do hereby sign our names as attesting witnesses. r ,} ~.~. ~. ~ ~~ ~~ ~~~~ ~~ ~ ~~ ~ $0'd ~i ~110~rc~cQ~~~ - - - - - r. ~~ .,+.. . ~ w r+__ ~ -Z- ,, f . Wd 9i:~i'0L0Z-tZ-AtlW $$~ ! ~~~~ £9'd LAST WILL AND TESTAMENT OF 1tUT1FI INCLE WARREN I, Ruth Ingle Warren, of Montgomery County, Maryland, hereby declare and Testament, hereby revoking any and ail other Wills and Codicils that I pry ~_ ° ~ - z ~=' t ~°s ,~ ~. r- .~. _ ~ w be my L:3st fi~udly may have SECTION 1. Definitions and Designation of Fiduciary, ~ 'I The provisions set forth below shall apply in connection with the administraf n t~f my estate l the construction of this Will. '~i f l " II II 11 " N ~I III 1.01. Any reference to child , children , descendant yr descen t, ,however messed, shall be construed as including legitimate descendants only, includ' g a child or ,cendant by adoption if such child or descendant was adopted prior to attaininglth~ age of 18 urs. Any such term shall also include a descendant in gestation at any time speci$ec~ ire connection th the administration, division or distribution of any portion of my cstate. The term)"descendant" ~~, Ludes "child". 1,02. Any reference to my husband whether specific;ai ly Warned or not, shall) be ~;onstrued meaning only William Winton Warren, Sr. ~~, 1.03. Any reference to my "Executor" or "Personal Representative," whethert the singular plural, is intended to refer to such person or persons to wham letters of admi 'station are anted after my death. For convenience, I shall refer to such fiduciary or fidudli~cs as my _I ~i ltlal ~~~ ~~ '. Wd 1.6:Z~t '0T0Z-LZ-JIIiW 1 ~_ Representative," with the intention that any and all powers granted toj such fiduciary shall appurtenant to the fiduciary office. 1.04. I constitute and appoint my husband to serve as my Personal any reason fails to qualify or continue as my Personal Representative, l son-in-law, David I~iaberman, to serve as such in glace of my husband. qualify or continue as may personal Representative, Iconstitute and Warren, Jr., to serve as such in place of my son-in-law. l .05. Any reference to a distribution "per stirpes" shall be construed in manner as shall at the time of distribution, equality between or among those lines of . ~~ ~ ~~ ~ ~ ~ ~ ~~ having one more then living members closest in relationship to the person to whom the "sltirpes" are to be SECTION 2. Funet~l Expenses. 2.01. I direct my Personal Representative to pay my funeral expenses, i~clluding a suitable for my grave, without the necessity of obtaining the approval of any court the administration of my estate and without regard to any applicable stat~toty limitation. SP.CTION 3. Residuary Frstate. 3.01. My residuary estate shall consist of (a) all property or interests in of whatever ~e and wherever located sot otherwise effectively disposed of in this Will, incl dibntg any property er which 1 may have a power of appointment and any insurance pmceods w ' ch tnay be payable I my estate, less (b} all claims paid by my estate attd all expenses incurred I~ administering my date, including acpcnses of administering nan-probate assets. II ~aaz~ ~, _2- II, ~~ II i 0 i 0Z-tZ-JltiW 40'd Wd t6=~ -- __ . If he and appoint fad any reason fails ~t ~,y son, William 5BCTION 4. Disposition of Residuary Estate. 4.01. I give my residuary estate to my husband if he survives me by at east thirty (30) days. i 4.02, If my husband does not survive me by at least thirty (30) day, tie balance of my I ry estate shall be distributed in equal shares to my children, ~. 4.03. if any descendant entitled to distribution under section 4.02 is~t~;tnl under the age of (21) years, such descendant's share shall be distributed to a Custddia~ selected by my Representative. Such share shall be administered under the Maryland Wniform Transfer N ~~ ~ ~ ~~ ~~ ~ I~~ ~~ 4 Minors Act until such person attains the age of twenty-one (21) years or d~ieslprior thereto. SECTION 5. Powers of Personal Representative and Administrative Provisions. S,O1. My Personal Representative shall serve without bond. 5.02. My Personal Representative shall have all powers conferred by Maryland law. S.A3. MvPercnnAl R~ri*ecentativr. is anthnri~~-A to PYprntP nn my 1wha~fnt nn Ivhwlfnfmy Fate anv iointtax rnturnwhich msv lx fii~d~iointl~v ~~~uie.~r t1~G Tara ri~~.~ ~~1 RcSurvc.~lr~1 i vr. i my spouse. S.OA. T~/Iy porn~nol Rs=+mnenfnti~.n ..knll 1,.,...... ;v. nt~.~:tin.. +....«y nil,..« ~....~...~., •4.~ ~r.~~:C... ~wel"s to invest, re-invest, sell, mortgage, or otherwise dispose of any part or all of my estate, ~thout the necessity of obtaining prior or subsequent court approval, ', 5.05. Distributions may be made in cash or in kind (and if in kind, m>~y ble made non•pro ca) in the discretion of my Personal Representative. I ~~ -3- S0'd I, Wd 80:~¢T 0S0Z-LZ-JStiW I ~ IN WITNESS WHEREOF, I have signed my name to this Last Will aid Testament this tR"day of ~, i..11n C , 2006. IN4LE The within instrument consisting of four (4) pages, of which page four jsignod by Ruth ',e Warne, was signed, published and declared by her in the presence of both f yts to be her Last 1 and Testatncnt; in addition, all pages except the page signed by the Testa ' v~+ere initialed by in our presence; at the same time we, in her presence, at her request, and in the presence of h other, do bAy sign our names as attestiry; witnesses. ,,,~ ~''~ O~ ctrl ~~3~~,~; ~~`~ !~ -a- 90'd II , Wd 80: I~ T 0 T 0Z-tZ-JStlW _~ ~~ ~~ e# Estate Valuation Date of Death: 05/01/2010 Estate of: Ruth I. Warren valuation Date: 05/01/2010 Report Type: Date of Death Processing Date: 07/15!2010 Nhunb er of Securities: 1 File ID: 13880.1.warren.wgl Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 1348.0386 WGL HLDGS INC (92924F106; WGL) COM ' NYSE I 04/30/2010 36.00000 35.79000 H/L ~ 05/03/2010 36.57000 35.81000 H/L ' 36.030000 98,569.83 Total Value: -r- I - $48,569.83 Total Accrual: 50.00 Total: 54 8,569.63 I Page 1 ', This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.9.1) ~I ~~~~ ~ ~~~ -- - _ __ _ _ _ __ _ _ _ - _ _ _ __ _ I _ ' - - Ju1.30. 2010 2:21PM PNC BANK 412-705-2747 No. 6820 P. 1/1 ~~ L~bW6 TtiB WAY July 30, 2010 victoria L Otto ~~ Martson Law Offices 10 Fast High St ~I Carlisle, PA 17013 RE: Ruth I waxen ~! SSN: 255-201201 DOD: 05-01-2010 ' Dear Ms. Otto: In response to your request for Date of Death (DOD) balances for the customer noted records show the following: Cbecldn~ Account Account # SS 10216752 Establishes RuTx I wARlt>rx DOD balance: $ 59,620.36 + 2.07 accrued interest Interest paid 01-01-2010 thru OS-01-2010 $16.61 Y'i'D Savings Accou~at Account # SOOS568b85 Establishes RuTx I wAxx>/N DOD balance: $ 92,411.50 + 26.77 accrued interest Interest paid O 1-Ol -2010 thru OS-01-2010 $ 507.82 YTD Please nee that this office provided date of death balances for depos8 accouats (IltAs, CDs, SaviaBs). We do not process eery iti~adal tran»ctlua or provide statements. If you ~ any of these items, please call 1-888-PNC-BANK (1'-888-762-2265) or stop by your local PJ office. Sincerely, National Financial S~viccs Ceatcr PNC Bank, N.A. Member FDIC our OS-242000 12-28-2009 peaking avid asaLstance with Blank branch ' Page 1 of 1 ~-e GC~.~ ~~ tLc.~'~.o l D1' e2-- III