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HomeMy WebLinkAbout12-22-10J 1505(~1014~ REV-1500 Ex(a,_,o> _ -- PA De artment of Revenue OFFICIAL USE ONLY P Pennsylvania County Code Year File Number Bureau of Individual Taxes cernnTrENT OF REVENUE Po Box.2sosol INHERITANCE TAX RETURN 21 09 0677 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 073 44 8810 07 14 2009 08 30 1950 Decedent's Last Name Suffix Decedent's First Name MI BENNEWITZ GEORGE C (If Applicable) Enter Surviving Spouse's Information 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 ^ 2. Supplemental Return ^ 3, Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. ~ uture Interest Compromise) ^ 5. Federal Estate Tax Return Required date of death after 12-12-82 ^ g Decedent Died Testate (Attach Copy of Willj ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ t D, Spousal Poverty Credit (date of death t 1, Election to tax under Sec. 9113 A between 12-31- and T-1-95) ^ ( ) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JERRY A WEIGLE ESQUIRE 717 532 7388,..,,, -~---~'" REGISTEIILLS UNL~ ~ First line of address tU r', r'r's ~ ~ ~ 126 EAST KING STREET zj ~ ~ Second line of address ©~ ""' C`7 ' ~ --i ~ t ri '~v .a~- City or Post Office DATE FILED State ZIP Code SHIPPENSBURG pp, Correspondent's a-mail address: unaer penaitles or pequry, I deGare 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. ~pp DATE yu~L~- oU~Leonore D. 0ylerD. Oyler ~ Z - 2O' 217 Neil Road. Shippensbura. PA 17257 SIGNATURE OF EPARER OTHER THAN R RESE TATI a r- Jerry A. Weigle Esquire DATE ~l f Z, - ~ -- /C/ ADDRESS 126 East Kinn Street. Shionensbura. P Side 1 1505610143 155610143 J REV-1500 EX 150510243 Decedent's Name: BenneWltz, George C. RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 2. Stocks and Bonds (Schedule B) ............................................................................. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 7. Inter-Vivos Transfers & Miscellaneous -Probate Property (Schedule G) ~ Separate Billing Requested............ 8. Total Gross Assets (total Lines 1-7) ..................................................................... 1 2. 3. Decedent's Social Security Number 073 44 8810 4. 62,588.73 5. 6 45.25 7. 8. 62,633.98 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 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 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• 16. Amount of Line 14 taxable 0 0 0 1 , at lineal rate X .045 6. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due .................................................................................................................. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 13,801.00 121,024.37 134,825.37 -72,191.39 -72,191.39 0.00 0.00 0.00 0.00 0.00 Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-0677 DECEDENT'S NAME Bennewitz, George C. STREET ADDRESS 109 Shippensburg Mobiie Estates CITY STATE ZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits (A + B) (2) 3. Interest (3) 0.00 0.00 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) Check box on Page 2 Line 20 to request arefund - 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 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 :.................................. ^ c. retain a reversionary interest; or ............................................................................................................... ^ 0 d. receive the promise for life of either payments, benefits or care? ............................................................ ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without 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?....... ^ ^x 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 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-1508 EX+ (5-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF - (FILE NUMBER Bennewitz, George C. 21-09-0677 InGude the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 GMAC -refund from repossession of automobile 5,318.54 2 Hampden Bank -refund of mobile home payoff 13.40 3 Proration of County Taxes at real estate settlement 55.78 4 Proration of School Taxes at real estate settlement 580.33 5 F & M Trust Checking Account 35-80288 2,814.61 Accrued interest on Item 5 through date of death 0.2Y 6 Sovereign Bank Checking Account #0096098507 351.69 7 Sovereign Bank Savings Account 0060040169 1.73 8 2005 Redman Mobile Home -sold 10-5-09, gross proceeds of sale 31,000.00 9 I Automobile 22,452.43 TOTAL (Also enter on Line 5, Recapitulation) I 62,588.73 (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-1509 EX+t6-98) SCHEDULE F COMMONWEALTHOF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bennewitz, George C. 21-09-0677 Han 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. Wanda S. Rasy B. C Shippensburg, PA 17257 Friend JOINTLY OWNED PROPERTY: ITEM NUMBER FOR~JOINT TENANT 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 10-25-2007 Sovereign Bank Checking Account 90.49 50.000% 45.25 0051073102 TOTAL (Also enter on Line 6, Recapitulation) I 45.25 (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) COM INHEWRITANCE T,q~F RNET RNANIA RESIDENT DECEDEN SCHEDEJLE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF I FILE NUMBER Bennewitz, George C. 21-09-0677 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Leonore D. Ovler Street Address 217 Nell Road city Shippensburg state PA zip 17257 Year(s) Commission paid 2010 2. Attorney's Fees Weigle 8a Associates, P.C. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 5,985.00 3,129.00 3,879.00 4. Probate Fees 65.00 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 743.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 13,801.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) ' SCI~IEDIlLE W FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Bennewitz, George C. 21-09-0677 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex ep Haas 1 Fogelsanger-Bricker Funeral Home 5,985.00 H-A Probate Fees 2 Register of Wills, Cumberland County -Letters of Administration and Short Certificates H-B4 Other Administrative Costs 3 Cumberland Law Journal -advertising Letters of Administration 4 News Chronicle -advertising Letters of Administration 5 Register of Wills, Cumberland County -filing Insolvent PA Inheritance Tax Return 6 Register of Wills, Cumberland County -Short Certificates 7 Register of Wills, Cumberland County -filing First and Final Account 8 Sovereign Bank -account verification fee H-B7 5,985.00 65.00 65.00 75.00 113.00 15.00 20.00 500.00 20.00 743.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+112.08) SCHEDtiLE f DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Bennewitz, Geor a C. 21-09-0677 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbureed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Anesthesia of Franklin County 765.00 2 Bank of America #1152 27,985.37 3 Bank of America #5626 14,275.85 4 Bank of America #8057 6,532.94 5 Bard Cardiology 16.00 6 C. V. Nephrology 1,132.40 7 Cardiology Diagnostic 35.00 8 Citibank #6609 2,660.99 9 GMAC -car loan (vehicle repossessed) 22,452.43 10 Hershey Medical Center 5,018.70 11 Medical Express Ambulance 189.25 12 NCO Financial Systems 60.54 13 New York Department of Taxation - 2009 state income tax 1,037.10 14 Real Estate Settlement Costs -including Hampden Bank payoff ($27,966.19); Realtor 31,865.18 Commission ($1,860.00); Broker Fee ($150.00); Closing Fee ($100.00); Notary Fee ($5.00); 2009 County Tax ($231.39); 2009-10 School Tax ($787.45); Lot Rent - 3 months ($765.15) 15 Richmond County Ambulance 45.00 16 Roosevelt Hospital 682.03 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) I 121,024.37 (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-1512 EX+t6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued ESTATE OF (FILE NUMBER Bennewitz, George C. 21-09-0677 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17 Shippensburg Area EMS 706.00 18 Sovereign Bank Checking Account #0096098507 -checks clearing after date of death 187.59 19 U. S. Treasury - 2009 federal income tax balance due 2,710.00 20 U. S. Treasury - 2008 federal income tax balance due 2,363.00 21 I Vascular Associates TOTAL (Also enter on Line 10, Recapitulation) 304.00 121,024.37 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1 (Rev. 6-98) REV-1513 EX+111-08) SCHEDULE J COMINpRES DENTEDECEDtN~RNANIA BENEFICIARIES ESTATE OF Bennewitz, George C. FILE NUMBER 21 _p9_AR77 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal ~ distributions, and transfers under Sec. 9116 a 1.2 NOT RELEVANT AS ESTATE IS INSOL Tota I Enter dollar amounts for distributions shown above on lines 15 throw 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 SHEETI Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) DR8573 GMAC P.0. Box 380902 Bloosington, rttl 55438 Address Service Requested 012699 RKDK7T1A EST GEORGE C BENNEWITZ ~ 109 SHIPPENSBURG RD SHIPPENSBURG PA 17257 ~~ ~~ GMAC OOD0320309 Page 1 of 1 Check Date: 04/15/2010 Vendor Number: 25,397 Invoice Invoice Voucher P.O. Reference (cross Ad ustmeM Net Number Date Number Number Amount Amount R Amount 04/13/10 00000000912853497000 CUST~R RHF~PtfD $5,318.54 $5,318.54 $5,318.54 $0.00 $5,318.54 7172633312 Preferred Settlements 03:37:41 p.m. 04-01-2010 - 4 /5k ~soe i A. Settlement Statement U.S. Department of Housing and Urban Development OMB No. 2502-0265 ex Tres 1113012009) adl ~n ~ B. TYPE OF LOAN . a ettleJneJZt 1. ^FHA 2. pFmHA 3. ^Conv. Unins. 4. VA 5. ^Conv.lns. • etwices' 6. FILE NUMBER MS2358 7. LOAN NUMBER ~s orm ~s rms s o grvs you a s a amen a ao ua se amen cos moon s pa o an C. Note: items marked "tp.o.c.l" wars paid outside the closing; they ors shown here for iMormation purp WARNING: 11 is a crime to knowingly make false statements to the United States on This or any o conviction can Include a fins and imprisonment. Fer details see; Tkie 1t U. 8. Cede Ssetlen 1001 8, MORTGAGE INSURANCE CASE NUMBER y • se eman open ors s own. oses and are not Included in the totals. TIIIeEXpreSS Settlement System uter similar form. Penalties open and Ssetion 1010. D. NAME OF BORROWER: Steven N. Goff ADDRESS: 957 Mainsville Road Shi ensbur PA 17257 E, NAME OF SELLER: Estate of George C. Bennewitz ADDRESS: 109 SME Shi ensbur PA 17257 F. NAME OF LENDER: ADDRESS: G. PROPERTY ADDRESS: 109 Shippensburg Mobile Estate, Shippensburg, PA 17257 Shi ensbur Townshi H. SETTLEMENT AGENT: Madison Settlement Services, Telephone: 717-243-2121 Fax: 877-373-4707 PLACE OF SETTLEMENT: 8 Irvine Row Carlisle PA 17013 I. SETTLEMENT DATE: 10105!2009 J. SUMMARY OF BORROWER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER K. SUMMARY OF SELLER'S TRANSACTION: 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice ' 31 000.00 401. Contract sales rice 31 000.00 102. Personal Pro ert 402. Personal Pro ert 103. Settlement char es to borrower line 1400 212.50 403. 1~• 404. 105. 405. Ad'ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance 106. Ci /town taxes 406. Cil (town taxes 107. Count taxes 10!05/09 to 12131109 55.78 407. Count taxes 10!05!09 to 12131!09 55.78 108. School taxes 10105109 to06130110 580.33 408. School taxes 10105109to06130I10 580.33 109. 408. 110. 410. 111• 411. 112. _ 412. 120. GROSS AMOUNT DUE FROM BORROWER 200. AMOUNTS PAID BY OR ON BEHALF OF BOR 31,848.61 ROWER 420. GROSS AMOUNT DUE TO SELLER 31 636.11 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. De osit or earnest mone 200.00 501. Excess De osit see instructions 202. Princi al amount of new loans ' 502. Settlement char es to seller Ilne 1400 3 898.99 203. Existin loans taken sub ect to ~ 5n3 FYistinn Inan/c1 t~4nn cui.iert t.. PreferredSettlemenls DEPARTMENT OF HOUSING AND lJy""2N DEVELOPMENT 03:38:10 p. m. 04-01-201.0 _ 5/5k~3 ~ ~ ~~ ,cTTLEMENT STATEMENT File Number:. 358 ' ~ ~ ~~- PAG SETTLEMENT CHARGES TitleEx ress . ~ment S stem E J0. TOTAL SALES/BROKER'S COMMISSION based on rice $31 000.00 6.000 = 1 880 00 PAID FROM PAID FROM Division of commission line 700 as follows: . BORROWER'S SELLER'S 70Z' $ 930.0 to ReMax Homefinders FUNDS AT FUNDS AT 702. °' 930.00 f0 Shclhdmer Real Estate SETTLEMENT SETTLEMENT 703. Commission aid at Settlement 704. Broker Fee to ReMax Homefinders 1 81i0.0~ 300. ITEMS PAYABLE IN CONNECTION WITH LOAN 150.0 r 801. Loan Ortninatinn Fco of _ 807. Assumption Fee 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVAN 901. Interest Fmm ,,. _ _ 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance n 1002. Morigage Insurance n 1003. City Properly Tax 1009. Aggreqate Analysis Adiustm_ enl 1100. TITLE CHARGES 1101. Settlement or closing fee to David R Bresc_h 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document Preparation 1106. Notary Fees to Notary Clerk /mo /mo 19.28 /mo 0.00 5.00 100.00 ttno i.,..a.....-^- - ~ w~u.fmtrusto~-i~e.rnm APR ~ 2Q1~ April 8, 2010 Weigle & Associates, P.C. Attorney's-at-Law 126 East King St Shippensburg, PA 17257-1397 RE: _George C. Bennewitz To Whom It May Concern: In reference to the above customer, our records show the enclosed information to be accurate of today's date. If I may be of any further assistance, please contact me. Sincerely, Tricia Ganoe Deposit Operations Manager 717-261-3624 717-264-6116 888-264-6116 P.O. Box 6010 Chambersburg, PA 17201-6010 FINA:NCtAL SOLUTIONS... FttOtdi PEOPLE YOU KNOW qJ C O .~ 7 f6 L f0 d 0 O N i0 3 a> c m c 0 V N Of ~ d T ~ ~ d .. E m m z~ a~ w E ° o d H lC U ~ -- ~avere~g~ ~-PP. 2 ~' 200 MA1 MB3 02-10 Court Ordered Processing/Decedent P.O. Box 841005 Boston, MA 02284 Apri123, 2010 Attn: Jerry A. Weigle Weigle & Associates, P.C. Attorneys-at-Law 126 East King Street Shippensburg, PA 17257-1397 RE: Estate of George C. Bennewitz Date of Death: July 14, 2009 Dear Jerry A. Weigle: 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 ly yours, ~~~ Ni ~e Jo COP Specialist III Decedent Department (617) 533-1364 Sovereign Bank ESTATE OF George C. Bennewitz SOCIAL SECURITY #: 073-44-8810 DATE OF DEATH: ~ July 14, 2009 Account #: 0051073102 Type: Checking Open date:. 10/25/2007 In the name of: George Bennewitz or Wanda S Rasy Date of Death Balance: $90.49 Int.(YTD) from 1/1/2009 to 6/24/2009 $0.00 Accrued interest to date of death: $0.00 Other Info: Account closed on 07/20/09. Account #: 0060040169 Type: Savings Open date: 9/24/1997 In the name of: George Bennewitz Date of Death Balance: $1.73 Int.(YTD) from 1/1/2009 to 6/22/2009 $0.03 Accrued interest to date of death: $0.00 Other Info: Account closed on 08/10/09. Account #: 0096098507 Type: Checking Open date: 2/23/1994 In the name of: George Bennewitz Date of Death Balance: $351.69 Int.(YTD) from 1 / 1 /2009 to _ Accrued interest to date of death: Other Info: Account closed on 08/10/09. 6/22/2009 $0.00 $0.00 Page 1 of 1