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HomeMy WebLinkAbout11-05-101505610],43 REV-1500 Ex~a,_,o> OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 10 00139 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 173 38 5934 02 07 2010 05 17 1946 Decedent's Last Name Suffix Decedent's First Name MI LECHTHALER RODGER M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1. Original Return ~ 2. Supplemental Return 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-82) 6 Decedent Died Testate (Attach Copy of Will) ~ ~• (AttacheCopy lof Trusd)a Living Trust 9. Litigation Proceeds Received ~ 1 C between P2 31 ~jCrae tlt1(dat~e5~f death ^ 3, Remainder Return (date of death prior to 12-13-82) ^ 5. Federal Estate Ta>; Return Required ~, 8. Total Number of Safe Deposit Boxes C~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECT{ON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number DAVID J LENOX 717 4 3 2 9 !5 6 6 r.~^~ First line of address 130 W CHURCH STREET Second line of address City or Post Office State ZIP Code DILLSBURG PA 17019 C ? "" c~ ~ REGISTER OLS USE l~LY r T iWl ~ tw,3 1 ~ ~ ~ I I .. .`__; ~ -~J , ~'t - -~ 4w . ~' -- -;-, ~ ~ ~: ~. - -_..~ ". ~% 1.1 - ~ ~~ DATE FILED , _~ _ _ :~ d _ _) i 4. -, ~ Correspondent's a-mail address: Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declarat~of preparer other th~rtj the personal representative Is based on all information of which preparer has any knowledge. o~nwinri roc nr ococnnl Dec ICIRI G !lR II INlTC RFTI N BATE , Tracv A. Lechthaler 9 erman Drive chanicsbur PA 17055 SI NATURE )F PR OTH ~HAN REPRESEN/TA~E <yDA/TE David J. Lenox ~~ ADDRESS r 130 W. Church Street, Dillsburg, PA 17019 Side 1 1505610143 1505610143 Cf I~wt/ J 1505610243 REV-1500 EX Decedents Name: Lechthaler, Rodger M. Decedent's Social Security Number 173 38 5934 RECAPITULATION 47,500.00 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 18,983.01 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous f~On; Probate Property 17 7 , 2 5 6. 9 0 (Schedule G) ^ Separate Billing Requested............ 7. 243,739.91- 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. :19,756.55 9. Funeral Expenses & Administrative Costs (Schedule H) ............................... ........ 9. 11,784.95 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...................... ........ 10. :31, 541.50 11. Total Deductions (total Lines 9 & 10) ........................................................... ........ 11. 2:L2 ,198.41 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. 2:L2 , 198.41 14. ......... Net Value Subject to Tax (Line 12 minus Line 13) ............................. ......... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. (a)(1.2) X .00 16. Amount of Line 14 taxable 0 • ~ ~ 16. at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17. at sibling rate X .12 . 18. Amount of Line 14 taxable 19 8.41 212 18. at collateral rate X .15 , 19. Tax Due ................................................. ............................................................... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 0.00 0.00 :31,829.76 :31,829.76 Side 2 1505610243 1505610243 J REV-1500 EX Page 3 I~pr•_prlpnt'~ Cmm~lete Address: File Number 21-10-00139 DECEDENT'S NAME Lechthaler, Rodger M. _ _ STREET ADDRESS 1660 Main Street CITY Mechanicsburg STATE PA ZIF' 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 31,829.76 2. Credits/Payments A. Prior Payments 30,000.00 B. Discount 1,578.95 Total Credits (A + g) (2) 31,578.95 3. Interest (3) -- - 4, if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) _ Check box on Page 2 Line 20 to request a refund 5. {f Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 250.$'1 Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................... ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... ^ 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? .................................................................................................................... x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... [~ ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ ^ contains a beneficiary designation? .................................................................................................................. x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS lS 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 survivirng 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 sti11 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-1502 EX+(11-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lechthaler, Rodger M. 21-10-00139 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) 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 Lechthaler, Rodger M. 21-10-00139 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. (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 E (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lechthafer,_Rod~er M. 21-10-00139 This schedule must be completed and fi{ed 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 THE DATE OF RANSFERSATTACN A COPY OF THOE DEIED FOOREREAL ESTATD DATE OF DEATH VALUE OF ASSET °i° OF DECD'S INTEREST Exct_usloN (IF APPLICABLE) TAXABLE VALUE 1 Member 1st IRA 40589-21: 3,204.97 3,204.97 2 Members 1st IRA 40589-19: 2,281.62 2,281.62 3 Members 1st IRA Account 40589-16: 3,473.93 3,473.93 4 Sovereign Bank IRA 0191: 1,919.07 1,919.07 5 Sovereign Bank IRA 2237: 4,264.50 4,264.50 6 Sovereign Bank IRA 5006: 2,879.62 2,879.62 7 Sovereign Bank IRA 5350: 25,845.17 25,845.17 8 Sovereign Bank IRA 7105: 48,673.19 48,673.19 9 Sovereign Bank IRA 7549: 6,615.10 6,615.10 10 Sun Life Financial Annuity KA13028760-1: 45,966.69 45,966.69 11 Sun Life Financial Annuity KA13107990-1: 7,486.47 7,486.47 12 Wachovia IRA 0003: 8,190.83 8,190.83 13 Wachovia IRA 0720: 6,504.17 6,504.17 14 Wachovia IRA 6821: 3,299.86 3,299.86 15 Sovereign Bank In trust for account 3884 2,651.08 2,651.08 16 Sovereign Bank In trust for account 5406 4,000.63 4,000.63 TOTAL (Also enter on Line 7, Recapitulation) ( 177,256.90 (lf 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) REV-1151 EX+ (10-06) ~~qq , . COMMNHE~ITANCE~ ~ RETURN ANIA RE,,IDENT DE EDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Lechthaler, Rodger M. 21-10-00139 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zia Yearlsl Commission paid 184.77 2. Attorney's Fees David J. Lenox, Esq. 12,312.20 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 293.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 6,966.08 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapituiation) 19,756.55 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Lechthaler, Rodger M. 21-10-00139 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex ep nses 1 Brett-Auer Cremation (add'I death cents): 42.00 2 Brett-Auer Cremation: 142.77 H-A 184.77 Qther Administrative Costs 3 Cumberland Law Journal (advertise estate): 75.00 4 Real Estate -Transfer Tax: 475.00 5 Realtor's Commission (real estate): 3,045.00 6 Register of Wills (filing fee): 30.00 7 Robert Sowers (mowing): 300.00 8 Sovereign Bank (reporting fee): 20.00 9 The Sentinel (advertise estate): 208.78 10 William Sowers (Auction advertising): 476.00 11 William Sowers (Auctioneer fees and charges): 2,336.30 H-B7 6,966.08 Copyright (c) 2802 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lechthaler, Rodger M. 21-10-00139 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPT{ON OF DEATH 1 Allstate Insurance: 220.09 2 Cell phone bill: 18.80 3 Comcast: 32.06 4 Discover Financial Services (credit card debt): 551.37 5 FIA Credit Card services: 19.11 6 Lower Allen Township (municipal bills): 303.65 7 Members 1st VISA Account 2218: 151.78 8 PP&L: 145.34 9 Real estate taxes: 745.09 10 Wachovia (car payments 8~ final payoff): 9,597.66 TOTAL (Also enter on Line 10, Recapitulation) ` 11,784.95 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 :schedule I (Rev. 12-08) REV-1513 EX+ (11-08) ,. COMMNHERETAN~E~ ~ RETURN ANIA RESIDEN DE EDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Lechthaler_ Rndapr M_ ~~ _~ n_nn~ ~o NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AI~AOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY o Not List rustee s (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 1 Brandon W. Lechthaler Nephew 1,137.50 105 Blackberry Bend Yorktown, VA 23693-4543 2 Brett W. Lechthaler Nephew 1,137.50 16 San Juan Drive Mechanicsburg, PA 17055 3 Emily A. Lechthaler Grand Niece 104,961.71 c/o Tracy Lechthaler 916 Herman Drive Mechanicsburg, PA 17055 4 Evan S. Lechthaler Grand Nephew 104,961.71 c/o Tracy Lechthaler 916 Herman Drive Mechanicsburg, PA 17055 Total 212,198.42 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 150 0 cover sheet, as a r o riate. II NON-TAXABLE DISTRIBUTIONS: . A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FO R 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) N_ ~~ -f f ~- ~'I~t ~ C~ ~ Y~~~1 C ~ t~~ ~C2~t ~L ~ ~ U n ~, ~ `' ~ ~ ~ ; ~, . . . __ ~ - m 1, ~_ ~ ~;-,~-, ~~ ~ -r , ~,~~~, 1 z _ i ' _ ~ i ~ ~ Q . , RODGER M. LECH"I~HALER .r BE IT REMEMBERED, that I, RODGEIZ M. I,>r;CHTHALER, of 1 G6U Main ~treel, i..isburn, Pennsylvania, being of sound mind, mr~rnury and underst~tndin~~_ ~1~~ rr:a4ce, publish and declare this as and for my Last Will and Testament, hereby re~~oE~:ing and ma}:ing null and void anti and all VVi11s and Testaments and writings in the nature thereof made by me at any time heretofore_ ITEM } : I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2: 1 give one-half of my gun collection to my nephew, BRE"TT W. LECHTHALER and one-half of my gun collection to my nephew, BRANDON W. I.ECHTHALER. Any disputes between my nephews arising from the division of the guns shall be resolved by my executor, whose decision shall be final and unappealable_ ITEM 3: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto mygrand-nephew, EVAN SCOTT LECHTHALER, and mygrand-niece, EMILY ANN LECITI'HALF,R, in equal shares_ ITEM 4: 1 appoint my Executrix as custodian over any property passing under this Will or passing otherwise to a minor heir. Said custodian shall hold any such property for the benefit of said minor in an account established under the Pennsylvania Uniform Gift to Minors Act. ITEM S: I direct my hereinafter named Executrix to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be 1 Q p " ~ c ~ ca a. o , ~.-v° ELsmta ' ~~ ~ v° ~ p eTS~j ~ c r .~ ~ © •~ c ~ ., <-. ., , ~ ~ E ~ ~-k ~ C3 r- W w- ..~ ; ~ ``' inc~tided in my gross estate, undt~r [he provisions of any state ~>r federal law now in force or hereatfer enacted, shall be prorated among the persons interested in my estate to whom such prot~rty is or may be transferred ur to whom any benefit accrues. 1'I'EM 6: I appoint TKA('Y A. LECHTHALER, as Executrix or of this my~ Last WiII and "I~estament. Should TRACY A. LECHTHALER predecease me, fail to qualify, cease !~~ act, or renounce probate. 1 then appoint BRIAN W. LECHTHALER to act as Executor of this rnv Last WiII and Testament. Should BRIAN W. LECHTHALER predecease me, fail to qualify, cease to act, or renounce probate, l then appoint, BRF.T7~ W. LF.('HTHALER to act as Executor of this my Last Will and Testament. ITEM 7: I direct that my Executrix or her successor shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM 8: My Personal Representatives shall have the following powers in addition to those vested in them by Law and by other provisions of this, my Last Will and Testament, exercisable without court approval, and effective until dis~ibution of aII property. 1. T'o retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principal of diversification or risk. 2. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principal of diversification ., or nsx. 3. To sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges or Ieases, for such prices and upon such terms or conditions as they from time to time may deem proper. 4. To allocate receipts and expenses to principal or income or partly to each as they from time to time may deem proper. 5. "to borrow money from persons or institutions, themselves included, and to mortgage or pledge any or all real or personal property as they in their sole discretion shall choose, without regard to the dispositive provisions of this instrument. 6. To compromise any claim or controversy asserted by or against my estate or trust estate. 2 7. To make distributic~r4 in cash or in kind or partl~~ in cash and partly in kind, and in such h~~umer as they may detenz~ inc, and at valuations finally to be fixed b~ them. IN WITNESS WHERF,n~'_ I have hereunto set m~ baud and seal this ~.Is` day e>f July, 2008. ~~~°-~ ~.1~_., _~~-_ ~t~ %~'l „~~~ RODGER M. LF,C;~ITHALER 3 COMMON WF:ALT>~I OF PENNSYI.~'ANIA . SS COtTNTY OF YORK We, ROllGER M. LECHTHALER, DAVID J. LENOX, FS+(?U1RE and APR1L L. CASPF,R, the Testator and the witnesses respectively, whose ri~r.Zes are signed to the attached or foregoing instnument, being first duly sworn, d~~ hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (ar willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the "I estator, signed this Last Will and Testament as witness and that to the best of their knowledge the Testator was at the time eighteen (18) years of age or older, of sound mind and under na con trai or and influence. ~ / ~z.-, ~ ~__s~ RO GER M. LECHTHALER WITNESS -- WI SS Sworn to and subscribed before me this 2 I ~ day of .iuly, 2008" NOTARY PUBLIC MY COMMISSION EXPIRES: EALS4i Pa[`at~1311LY Notartel Sed 8. Dnw-% Gladfeltrrr, KAY ~~ pµtybitg 8oro, York Ctxsxy My Carm~s~ ~~ ~Y 17.2008 Mernbor, pannaYlvanla Aasooferion 0+ NOtarFK 4 flCf COPS -~C.~ - }eye ~ a-g' _ ~ 5 ~ 3- `~-~~ ---- ---- - o .3~ _~^cz I ~~ ~~ - --- - - - - -- ~ o Spa-~'~_~~,r _S ~.3C~~ . --- -- / ~ -- - - - - -- - ---- - --- -- ____~~~-- - -- e r~ --- ~~_ __ S - a GI ~ _7 51~ --- COAC H EST.1941 'O~ f ~~ u ~ a_. - ~ ~ ~''~ ~ ~i~ Sun ~1,' Life Financial® Sun Life Assurance Company of Canada (U.S.) Apr 1 1?, ?010 Estae Of Rodger 1~c-~chthal_er Tracy A Lechtha iE'r , Executrix 9i6 Herman Dr Mechanicsburg, P~ 11055 RE : 'oiic Number: KA1302.8760-1 Claim Number_ : DC--1 9~ Deceased: ~~odger er Dear t~,stae Of Rod~xer Lechthaler_ CHECK i\IO. 81 089789 Enclosed is a chec'.~ in the amount of $45, 966.69, wh-ich re~r_esent.s the claim settlement of this contract. The tol_lowing information is tc~r your records: Dead t1 Benefit: $~5, 966.69 You ~~.~ 1 1 1 r_ ece ive ~~n I . R . S . tax ror_m from us 1 n February o t next year. This form wi11 show any taxable portion of_ this distribution, along with the t~:~x withheld, as shown aboue. If y~:;~ should h~~t.-~ any questi_cns t,oncerning t~}lis matter r~1E~~~se ~~eel frc_~c~ to contact :>~~r offices at (800) 367-36;3 _ C 1a ; 1;,_> r~dmin i_st_r~.t_ ~ ~:~n Departmen! St MEMBERS 1St FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued interest Name of Joint Owner IRA CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Beneficiary 40589-00 08/24/1984 $134.00 $.01 $134.01 None 40589-16 05/11/2000 $3,471.41 $2.52 $3,473.93 Evan Lechthaler 50% Emily Lechthaler 50% IRA CERTIFICATES OF DEPOSIT: Account Number/Suffix 40589-21 Date Account Established 03/16/2009 Principal 8afance at Date of Death $3,203.54 Accrued Interest to Date of Death $1.43 Total Principal and Accrued Interest $3,204.97 Name of Beneficiary Evan Lechthaler 50% Emily Lechthaler 50% VISA ACCOUNT: Account Number 4672090000122218 Date Account Established 08/25/1992 Balance on Date of Death $120.75 Joint Cardho{der None 40589-19 07/30/2008 $2, 280.15 $1.47 $2,281.62 Evan Lechthaler 50% Emily Lechthaler 50% M M ERS 1ST FEDERA CREDIT ION r ~~~~ anie le A. Kline Lending Insurance Support Specialist March 2, 2010 Estate of: RODGER LECHTHALER Date of Death: 02/07/2010 Social Security Number: 173-38-5934 5000 Louise I~riti-c I?O. Box 40 ~Iechanicsbur~, Pennsti~l~~~lnia 1?O'=» (~4OOi ?~3-2328 u-w~~.:~n~~ri~l~cl-s l st.r~r~; ~.... == Soverei n g MA1 MB3 02-10 Court Ordered ProcessinglDecedent P.O. Box 841005 Boston, MA 02284 March 15, 2010 Attn: David J. Lenox The Wiley Group 130 W. Church Street -Suite 101 Dillsbury, PA 17019 RE: Estate of Rodger M. Lechthaler Date of Death: February 07, 2010 Dear David J. Lenox: Per your request, enclosed please find account information as of the date of death for the above-named decedent. For your information, accrued interest in not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, ,,~ _. __. ~'~~ ~~ ~~ G ~~, _ ~ ~ Nicole Job COP Specialist III Decedent Department (617) 533-1364 Sovereign Bank ESTATE OF Rodger M. Lechthaler SOCIAL SECURITY #: 173-38-5934 DATE OF DEATH: February 7, 2010 Account #: 2331043884 Type: Checking Open date: _ 9/14/1996 In the name of: Rodger M Lechthaler ITF Evan Scott BENEF Emily Scott BENEF Date of Death Balance: $2,651.07 ~ o~ Int.(YTD) from 1 / i /2010 to 1 /21 /2010 $ 0.01 ~~ Accrued interest to date of death: $0.01 ~~ ` Other Info: Evan Scott and Emily Scott was added onto account on 08/27/08. Account #: 2334025406 Type: Savings Open date: _ 9/14/1996 In the name of: Rodger M Lechthaler ITF Evan Scott BENEF Emily Scott BENEF ~.,~~ Date of Death Balance: $4,000.27 ~~~ Int.(YTD) from 1!1 /2010 to 1 /21/2010 $0.00 • Accrued interest to date of death: $0.36 ~~ Other Info: Evan Scott and Emily Scott was added onto account on 08/27/08. Account #: 1685545350 Type: CD Open date: In the name of: Rodger M Lechthaler ITF Evan Scott BENEF Emily Scott BENEF - Date of Death Balance: $25,834.24 \~~ Int.(YTD) from 1 / 1 /2010 to 1 /31 /2010 $42.31 ~~~ Accrued interest to date of death: $10.93 _ ~~ ° Other info: Evan Scott and Emilty Scott was added onto account on 08/27/08. Account #: 0578112237 Type: IRA Open date: In the name of: Rodger M Lechthaler Date of Death Balance: $4,262.65 Int.(YTD) from 1 / 1 /2010 to 1 /31 /2010 $ 7.17 ~~. _ ~"~- Accrued interest to date of death: $1.85 _ ~, Other Info: Primary beneficiaries: Evan Scott -nephew & Emily Scott -niece. Account #: 0578215006 Type: IRA In the name of: Rodger 1~I Lechthaler Date of Death Balance: $2,877.25 ~'~ Int.(YTD) from 1 / 1 /2010 to 1 /31 /20.10 ~t~~j Accrued interest to date of death: ~~~ Other info: Primary beneficiaries: Evan Scott - n :isz>> oQ~ ui~ i r~nnQ $2.37 Open date: 3/19/2002 $9.1 ~ hew & Emily Scott -niece. Page 1 of 2 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Rodger M. Lechthaler 173-38-5934 February 7, 2010 Account #: 0778 1 1 7549 Type: IRA Open date: _ 1 /30/1990 In the name of: Rodger M Lechthaler Date of Death Balance: $6,612.43 Cj `~ Int.{YTD) from 1 /1 /2010 to 1 /3 0/2010 $1 12.44 t a~~ Accrued interest to date of death: $2.67 ~~`~ Other Info: Primary beneficiaries: Evan Scott -nephew & Emily Scott -niece. Account #: 1688220191 Type: IRA Open date: _ 8/1/2002 In the name of: Rodger M Lechthaler `~ Date of Death Balance: $1,917.57 ~~~,~ Int.(YTD) from 1/1/2010 to 1/31/2010 $6.10 ~~ ~ Accrued interest to date of death: $1.57 ~,, Other Info: Prima beneficiaries: Evan Scott - e w ry n phe & Emily Scott -niece. Account #: 2338247105 Type: IRA Open date: In the name of: Rodger M Lechthaler Date of Death Balance: $48,659.96 ~~1~nt.(YTD) from 1/1/2010 to 1/31/2010 $SL22 ~~~ Accrued interest to date of death: $13.23 _ ~t~t~a Other Info: Primary beneficiaries: Evan Scott -nephew & Emily Scott -niece. Account #: 16881. 37486 Type: IRA In the name of: Rodger M Lechthaler Date of Death Balance: Account closed prior to death Int.(YTD) from 1 / 1 /2010 to 1 /29/2010 Accrued interest to date of death: $0.00 Other Info: Account closed on O l /29/10. Open date: 1 i29/ 1991 511.86 Page 2 of 2 Fax Trara~m:_tt~,l 3/8/2010 $:37:11 AM PAGE 1/002 Fax Server ~~H~ Re~~ iD: 2s6844o Wachovia Bank N.A. Balance Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 March 8, 2010 THE WILEY GROUP ATTORNEYS AT LAW ** SUBJECT: Verification /Confirmation of Account and Balanoe Information provided for: Customer: RODGER M LECHTHALER (SSN# I~II~CX-I~X 5934) Date of Death: February 7, 2Q10 Deposit Account Informadon Acoourt Aocowrt Date of Death Aven3ge Date Maturity Irrtaest Accrued Y'I'D Date TYPe Number Balance Balance* Opened Date Rate Intent Irdcrrst Paid Closed IRA 821 $3,291.51 8/20/2008 $8.35 $0.00 LEGAL TITLE: RODGER M LECH"I'EIALER F B i fi Cl i F ~~ ~ ~ ~ `~ ~ ~~~ or ene c ary a m orm information, please call 1{866)786-4890. ~ IRA 003 $8,162.88 1/28/1988 '-_ - -$27.95 $0.00 -- -_ -- LEGAL TITLE: RODGER M LECIt'I'HAIER Far Beneficiary Claim Form information, please call 1(866)7864890_ C ~ ~ ~' ~ 0 ' ~ ~~ IRA 0720 $6,485.57 - _ 1/3111989 ---" 518.60 :60.00`__- LEGALTITLE: RODGER M LECHTIIAIER For Beneficiary Claim Form inf+oruration, please call 1(866)786890_ --------- - ---- - ---- ~~ V -- - ~_~.' J ~ _- F~,x Transmi~:i.~.l ~~'~~ No Safe Depoaii Box fo~md for ca~atomer. * Date of death balance does not include accrued interest. Refe~ce ID: 2568440 * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. ~~ Amy Graybill Servicenter Associate Phoney (540)Sb3-7323 3/8/2010 8:37:11 AM PAGE 2/002 Fax Server a~ ag