HomeMy WebLinkAbout03-23-11EX (01-10)
-~ REV-1500 150561,01,43
f OFFICIAL USE ONLY
PA Department of Revenue pennsylvania county Code Year ----File Number --
Bureau of Individual Taxes ~EPARTMENToFHEVE~~~~F
PO BOX.280601 INHERITANCE TAX RETURN 2 1 1 0 0 1 0 6 8
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
196 14 0705 10 02 2010
Decedent's Last Name Suffix
BERTOVIC
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's Social Securii:} Number
Date of Birth
12 28 1923
Decedent's First Name MI
RUTH B
Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE ~N'I'fH 'THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1 Original Retur:~ ^ 2. Supplemental Return
^ 4. Limited Estate ^ 4a. Future Interest Compromise
(date of death after ~2-12-82)
® 6 Decedent Died ~estri-e ^ ~ Decedent Maintained a Living Trust
(Attach Copy of JViI~ (Attach Copy of Trust)
^ 9 Litigation Proceeas Received ^ 10. Spousal Poverty Credit (date of death
between 12-31-51 and 1-1-95)
^ 3. Remainder Return (date of death
prior to 12-13 8?)
^ 5. Federal Estate Ta>; F~eturn Required
C)
8. Total NumbE:~ of Safe Deposit Boxes
^ 11. Election to tsar; under Sec. 9113(A)
(Attach Sch O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SFIOUI_D BE DIRECTED TC):
Name Daytime Telephone Number
SHELLY J ~:UNKEL 717 236 9301
REGISTER OF WVII_LS USE ONL't~
First line of address
109 LOCUST' STREET
Second line of address
City or Post Office State ZIP Code
HARRISBURG PA 171C11
Correspondent's a-mail address: S j k U n k e l. wz s@ m i n d s p r i n g. c o m
DATE Fll_E:D
Under penalties of perjury, f 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 ors all information of which prepa~er hay, any knowledge.
SJ,~NATURE OF PERSON R:ESr'ONSIE3LE FOR FILING RETURN DATE
/'°_~ e
.. .. x
*- _ ~,' ~ ~ Thomas R. Bertovic, Jr. ,E-,
ADDRESS , , ~--= --
r,.__
`;.;f}Q1!South Nor~nray Street, Mechanicsburg, PA 17055
------ -
SIGN ~ - OF ~REPARER O1 I iER THAN REPRESENTATIVE DF~TE
~,,
..,.,mss/~~.. _.l P, rr ~`,,...._.~- r i
"~-- X __ S h e l ly J Ku n ke l . ~ ~. ~-:. _ ~- ' .~ , .
ADDRESS ._ -- -- ---- -
109 Locust Street, Harrisburg, Pa 17101
Side 1
1,50561,01,43 1,5056101,4.3
D ~ r..t-
._ ~~ ~/~
J
1505610243
REV'-1 t~00 EX
DeC~~e~t~s Na~,~ B E R T O V I C, RUTH B
RECAPITULATION
1. Real Estate (Srhf~dule A) ...........................................................................
2 Stocks and BonJs (Schedule B) ......................................._.......................
3 Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)
4 Mortgages & Not:~s Receivable {Schedule D) .............................................
5 Cash, Bank De~~osits & Miscellaneous Personal Property (Schedule E).....
6 Jointly Owned f'r:~perty (Schedule F) ^ Separate Billing Requested....
7 Inter-Vivos Transfiers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested....
g. Total Gross Assets (total Lines 1-7) ...........................................................
9. Funeral Expense ~ & Administrative Costs (Schedule H) ..............................
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)............_....
11. Total Deductions, (total Lines 9 & 10)......._ ......................................._......
12 Net Value of Estate (Line 8 minus Line 11) ..............................................
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to 1:ax has not been made (Schedule J)........_ ...........................
14. Net Value Subject to Tax (Line 12 minus Line 13) ......................................
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under S~~c 9116
...... 1.
.... 2.
3.
...... 4.
5
6.
7.
8.
9.
'I 0.
°1
. 12.
13.
(a)(1.2) X .00 15.
16. Amount of Line 1~t taxable
at lineal rate X .045 2 1, 2 9 8 0 3 16.
17 Amount of Line 1~`. taxable
at sibling rate >< 12 17.
18. Amount of Line 1C'. taxable
at collateral rate X 15 18.
19. Tax Duee.... ................._...................................................................1.9
20 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT..
Decedent's Sociatl Security Number
196 l4 G705
1 , 871 ~i2
30,083.31
1, 087 c!4
33,o42.a7
~'. , 803 . E~8
8,940.36
.11. , 744.04
:?1.,298.03
~?1. , 298.03
958.41
958.41
Side 2
1505610243 150561,0243
J
REV-1500 EX Page 3 File Number 21 - 10 - 010 6 $
Decedent's Complete Address:
DECEDENT'S NAME ~~---`~ --
Bertovic, Ruth B
STREET ADDRESS
100 Mt. Allen Drive
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2. Line 19)
2. Credits/Payments
A Prior Payments 9 5 0.0 0
B. Discount 47.92
3. Interest
4 If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMEPJT.
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.
Make Check Payable to: REGISTER OF= WILLS, AGENT.
(5)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPRIDF'RI,ATE BLOCKS
1 Did decedent make a transfer and: Yes No
a rE~tain the use or income of the property transferred :................................................................._ _........ x
b rE~tain the right to designate who shall use the property transferred or its income :.................... _.......... x
c. rE~tain a reversionary interest; or ......................._..........................................._.. .. _............................ x
d. rE~ceive the promise for life of either payments, benefits or care? ......................... _.................... ........ x
2. If dead- occurred after December 12, 1982, did decedent transfer property within one year of deai:h without
receivir g adequate consideration? ..........................
...................................................................
....................
3 Did decedent own an "in trust for" or payable upon death bank account or security at his or her deal:h?...._ .. 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 APJY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR
__
__
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 i:he survivin
spouse is 3 percent [72 i=' S §9116 (a) (1.1) (i)]. g
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 sun~iving spouse is 0 percent
[72 P.S. §9116 (a) (1 1) (iii]. 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 deal:h on cr a~ter 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 E~~;cept as noted in
72_ P.S. §9116 1.2) [72 F' S. §9116 (a) (1 )].
• The tax rate imposed ors the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. ?391'IE~ .;a) (1.3)1. A
sibling is defined under ~;ection 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
(1) 95.41
Total Credits (A + B) (2) 9 9 7.9 2
(3) 0.00
(4) 39.51
4~
~~
°~ ~s
GOMMONWCl~L1HOF PE-f~N`;!'L\;',fllF1
INhiERII~N(,'I 1AX R~l'Jf~'l
4~F SIIJE N1 l7f CL1~~ "d i
ESTATE OF BeI~OVIC, F~Uth B
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION
NUMBER
1 48 shares Met wife, Inc. common stock received as a result of
demutualizatiori of Met Life Insurance Co.
Valuation on date of death has been determined by average of high and low
on Friday 10a~1/10 and Monday 10/4/10 insofar as decedent died on a day
that the stock ~n~as not trading.
SCHEDULE B
STOCKS & BONDS
FILE NUMBE:Ft
21 - 10 --010623
UNIT VALUE
38.4~~~
VALUE ,4T DATE OF=
DEAT~I
1,871.52
TOTAL (Also enter on line 2, Recapitulation) 1 y87'1.52
}v~
C;<)MP~1C>NNJF AI l H c~F ~ t JN`~l"~ '. \f:{A
INfi1-1311 nNCE. IAX f3C ' I ll~l:
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBE:Ft
ESTATE OF BertOVIC, f~~Uth B 21 - 10 ~- 0106c3
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.
ITEM DESCRIPTION
NUMBER
1 Sovereign Bane:
798 East Simpson Street
Mechanicsburc. PA 17055
Premier Checking Account # 057112653
Valuation at date of death. See Sovereign Bank correspondence attachE~d hereto as Exhibit E
Sovereign Bank
798 East Simpson Street
Mechanicsburg, PA 17055
Premier Checking Account # 057112653
Accrued intere~;t through date of death.
2 Sovererign Bank
798 East Simp~.on Street
Mechanicsburg PA 17055
Savings Account # 0574113551
Valuation at date of death.
See Sovereign Bank correspondence attached hereto as Exhibit E.
Sovererign Banff;
798 East Simpson Street
Mechanicsburc). PA 17055
Savings Account # 0574113551
Accrued intere:~t through date of death.
3 Parthemore Funeral and Creamation Services -Refund of interest earned on pre-paid funeral
arrangements
4 Internal Revenue Service - 2010 federal income tax refund
VALUE .AT DA1 E Of=
DEATH
11,106.87
U.02
18.456.78
C~.15
232.49
28 r .00
TOTAL (Also enter on Line 5, Recapitulation) ~ 30,083.31
;~ ~
~~~~
COMMONWEALTH OF PENIV,~.`rLVANIA
INHFRITI~NCE- iAX RETUfsN
RESIDENT DECEDf_N ~
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBE.F;
Bertovic. Ruch B 21 - 1 ~ -~ 010E>8
If an asset was made joint within one year of the decedent's date of death, it must Ibe reported on schedule +a.
SURVIVING JOINT TEN,4NT(S) NAME ADDRESS REL.AiIONSHIP TO DECEDENT
Thomas R. Bertovic. Jr. 601 South Norway Street Son
A Mechanicsburg, PA 17055
JOINTLY OWNED PROPERTY;
ITEM LETTER DATE= Include name of fina RIiPTnONtuOtlo nanOd bank account number DATE OF DEATH ~~' NSF °~TF °F- °Eni~`
NUMBER FOR JOINT
TENANT MADE
JOIf~J i or similar identif in number. Attach deed for ointl held real
Y 9 J y 'V,ALUE OF ASSET DE:CCy;S vALUE of
INTEREST °ECEDEn r s irv r r-!zE s_T
estate.
1 A 05/23/2006 Sovereign Bank 2,174.43 50`%> 1,087.22
798 East Simpson Street
Mechanicsburg, PA 17055
Money Market Savings Account # 1684067928
Valuation at date of death.
See Sovereign Bank correspondence attached
hereto as Exhibit F.
A 05/23!2006 Sovereign Bank 0.04 50/0
798 East Simpson Street
Mechanicsburg, PA 17055
Money Market Savings Account # 1684067928
Accrued interest through date of death.
0.02
TOTAL (Also enter on line 6, Recapitulation} 1,087.24
`tip
SCHEDULE H
.~: ~ ~
'A°~~~:` FUNERAL DCPENSES &
;(;MM(~NWf (111~i UI F ~ 'N'_.f V;1N111
~N~{1-F{i{~N~ ~ ~~x ~ ; T(,~ ~~ ADMINISTRATNECOSTS
ii{ s~nr_N I u[_~.{ ~,,~
ESTATE OF Bertovic, Ru1:t~ B
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION
A. 1 Parthemore Funeral and Cremation Services -Prepaid
2 Funeral luncheon
3 Kohl's -Clothing purchased for decedent's burial
B. ADMINISTRATIVE COSTS:
7 , Personal Representative's Commissions
Name of Personal Representative(s)
FILE NUMBER
21 -10 -01068
,AiV10UNT
376.98
X15.67
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Wion, Zulli & Seibert -- Shelly J. Kunkel 1,750.00
3, Family Exemption (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Adclre~ s
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Cumberland County Register of Wills 115.00
5. Accountants Fees
6. Tax Return Pre~:~arer's Fees Hamilton & Musser CPA - 2010 1040 preparation 167.75
7, Other Administrative Costs
1 Cumberland L.av~ Journal -Estate advertisement 7~i.00
TOTAL (Also enter on line 9, Recapitulation) 2,803.68
w~
:,y
,, y +~
~~~~_
coMMONwE A~_rFi of R~wr~~~i_vAtiin
INHERItANCE-TAX f~EiU~t~'V
RESIDE-N1 DECEUEPJ
ESTATE OF Bertovic. Ru1ai B
2 The Sentinel - Estate advertisement
FILE NUMBER
21-10-01G68
3 Sovereign Baal,; -Bank fee for providing death balances on decedent's accounts
2F~3.28
20.00
Schedule H
Funeral E &
Admini~,trativ~e Costs continued
Page 2 of Schedule H
~~
G(>MMC~NV~f N TH Of F'F-NN~"I _-1~.'IA
INI iF_R~~l /~~1CE Il~X f3E' J~iN
Hf Sil`f Ni f)Li;EL'E ~_I
ESTATE OF BeI"tOVIC, F~Uth B
SCHEDULEI
DEBTS OF DECEDENT, MORT(aAGE
LIABILITIES, & LIENS
FILE NUMBE.F3
21 - 10 -- 01068
Report debts incurred by the Decedent prior to death that remained unpaid at the date of death, including unreir~nbursed medical expenses.
ITEM
NUMBER DESCRIPTION Af~10UNT
1 Messiah Village -Balance due for final month of decedent's skilled c<~re residence 8,787.60
2 ~ Alert Pharmacy - precsriptions (2) refilled prior to decedent's date of death ~ 13~}.50
6 ~ Verizon -Final telephone bill for decedent's nursing home room , 14.:?6
TOTAL (Also enter on Liine 'A 0, Recapitulations ~ 8940.36
R.EV-1513 EX+ (11-08) ~'<~
~~ r
`:
,~ ~ Y~,
COMMONb'VE/~l.Tf i OF f'E Nh!: Yl VnNIA
INHERITANCE t"AX 1<.F f URN
RESIUf=N' DECEf)FIV'
ESTATE OF
Bertovic. Ruth B
SCHEDULE J
BENEFICIARIES
NUMBER NAME AND ADDRESS OF PERSON(S)
RECEIVING PROPERTY
I TAXABLE DISTRIF~UTIONS[include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Thomas R. Bertovic, Jr.
601 S. Norway Street
Mechanicsburg. PA 17055
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
Son
FILE NUMBS=F3
2'1 - 10 -~ 01 C-68
SHARE OF ESTAI-E: AMOUNT OF ESTATE
(Wordst ($~$)
100°t° Residuary 21,293.03
Estate
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate
l~~ NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTIOf~J TO TAX 1S NOT TAKEf~J
B. CHARITABLE AfJD GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PAR1- II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET U.OO
t
I
__ F~ 'L.C :...'1 Li ~ e r t J ~,T 1. y ~ ~. _L '~ Gam' rt~j ci ~ ~ ~ r~i ~] l.._`' e e t ! : t ' ` J z~ ! i ~ .
i
~ ~
L U ~ -~~ ~= _:_. ~ ~ Ti:~ ~.: C> . 1 n L P e n r'~ ;~ ' z r i ~ ~ - . = s -, -~a a ; -, ~, ~ S ~ ~„
yF y~ aii t~~lilg GL ,;:~ur'it~ ~il~...s (~~ ~ ? ~_~
il'11I~_~~., ~e,;,~ry and i~nderstarl~ing, +~~ here~~,r .G~.a3~e;~ €~u:1_=i~i1 a~l~
~ecl-~:~e thi,~ a~ anc~. fo~~ nay ~,a,~t r/~i11 any Te,~~a~ enc . ~iere~y I
~l.e~r~i~,_ ~lg ~~1~ otheL ~;~~; lls anc~ Cc?ic~.ls hcret~:~f~re ~~~~~~~~.~~ ~y me. ~
®~ p ~~-- j
i
_ c~i~-e~~t the ~a~;ment ~f ~-iy j ~~,t {-?e~,t:.~ :~T=~ ex~~~....~~:~s ~f iii~T
v
i
i i
la.. t ~lness ~=~ ~~~ funeral fr~~--. ~~1~ est ~ _e ~:~ :~oo.~ _. `t ~._. ~~ y c~eat:h ~
-._reT~1e1~t1=~ ~:~~ay ~e Rorie . _ ~i:~,ect my ~~~,~y ~e l rat~~r_re~ at the
V~~O._ 1 = ~,~,;n ~e~eter,y,. ~i~ri ~ s~J1~~'C~' ~ ~eT~~i:syl `Ta%_i.a ,
'1_?Y'-?"lei y, ~ aut}"l~?"1Ze FZIy ~:;ei~OT'1:n1. l~e~.~~2~eYit.at:L~~F~ ~.:C ~iyJJP_i.~~
fjwis~~:= 1iOCC1 ~'~~,r estate, 1;~~ suLT~i ai~~0'lilu ~+.~~ :~':~T ~;e~~~,1_,~±1
;i
r ~_ ~ . ~ ntative shall .coTlsic~er neces:~ar~~ ~n~ «es ~-~a~- ~_e fo:r the
~~~~rt,_~,:,~ e, e-~,ect icn a~ ~ _ins~_ri ~;tioT, o f ~4 ,~-,; ~.a~le ~~a1-;<L`_ iur my i
A~.i':.~~ ~ V'~T~6 YJ'
~I~~~ !- give. ~avise anc~ beg=>>eath all r~:e res~ a re,~i~~~,,~e any
7~
i L~ ~
j~ ,
~SI~A.~13~
'
'
' ~' rema=_=l_~er of rely estate t:o niy s+~n, Thom~.s `, ~ertavi:~: F ~r . ~ der
,~
i
d
O,TIV~YS•AT•3 A1V ~
i~ 4~ t-~~gh~t~'t
E _:'tis~?,T'~~ '' Atli'")~=~~ a~SO~ut 1 L~ ~ ~ L ~ -
r e v arl~ ~_rl Lee ~1~1~1 1~ 1i ilf_ =ui~Ti.j?~ ~l"i.` ~y tr11r't:.y
~!
i
i
I
i
AA ~r~-, ~z-.g'.'',,,5
_ ~~rerLt that any any alp il~heri~~~?c,e, e~ta~e, ~~_=~~+ transfer
~_=~l,es ~~ po~_~ ~_~pr~n ~~ ,_sta~ e pas~zr~~ ~_._~~._r ._~_i:~ };~l_.._ .~~ ,
::~i~~~ ~ ~_;~e shalt ~,e pair cL~~ _J `die pri~~~:~pal ~:f m-~r .,''='c~1(~i.iary
p~p~
~.T ~
~I~.SI~~~~-~
t~f z°>s'_e ~,~
:1 ~~a.f~t ..~~1 t0 t ie p0%~ierS CoilLci=~~:~`c .t~1% 1at~ ~< ~'UL:110:~1Ze ~I]~T
~~_,~ _,i=:1 ?~C~.rreSeT?tat.-vim a~;';1ili~ Lli1~~el: ti11~~ 1i'~~~z ttt~l.c-:I"?r:: :L i1 i71S j
a . Te~ retails _n t'rle form re~eiv~~d; ,,~.L ~_o w~~~:1.1 either, at
._' _.~'~l ± C Oi. p:~'lvc~te sale ~.?i~~r ~'ea ~ Or' L1~~r Soil~;±1 i~7~' _ ~~-~'t 1i ,,'
TO e~er'C1~e r?rl`;l' ;apt io ~~ `~:~ ~L?.~~Cr':~~e ~C=._ ~:atC?C}~~ ~
''_' " _~~~, ~~.' G~iler 1T~ti`est':leilt~,
C . Tc~ ~ o i n lr~ and- plan of lea~~e , mL7rt ~a~e ,
_r
'_:C:}1~ ~J~1~~at1U11r ~'KCha~C~e-,'„ T.eOr~~i7? 7~~~_C?i1 0~ ! t~`t.:.,~:__;.1SL,'_~'e Oj_
_.~~- corporation in ~ahi..cl~ ~~t~ estate c~. a~.~;_ t_us,`.:: ,.hy hnl
_, _ ~~C ~~, , ~on~:~s or other ;securi t i e~ ,
i
{~ sell , tran~:;fer, ~enT~e~- , rno_~~t~a~e „ ~:~ ~:cti~Je, lea_s~
- ;
.. ._ ex~hal~~e n~ proper~T real ~r pe_~_sa,la' F ~.~~~li-.s.t. ;~,~ ar~~
~:~-~e ~a~r form mart of ~'ty es_,:~_t~e. f`~r the pa_;~mer.t: o:E ~~e~ts
<<~__ ta.xes , or for an~.r purp~:se o= a~~-f_::iis _.~'at~.vr4 _:>~.~
~ `'~ -- -~
~Lr 1~UtiOr, fir SuC~1 mss' ~Ces ai~u ~!poir' ~uvh t` r ~',~ cas ?~C'i~i
^`-~:Ol.d~ repr'eSeTltatlve, 1i~ h1.~ some ~.'~,~? ~%retlvi, ii:lay" ~.E~eirt
-.:. _ ark to execute arcs relive, ~ee~;~ of Co~~ve~,%<~:ra.ce or
_~
~~ fi ~. ~~f.~fer thereof
~.
~~
i
i
~ i '~'G illG~.,`1.E' S~`t,..1P_LCI~?T1tc a?7G ~Gttl_:.,i=~V~i.€ ~ C.Q~ ~~n .'ii~~_n rErCT'.w3 aS
ii'~i ,~~_C~ii:l.h~ Y'°ay~J..'~~e11t~=~~.1`J~~ ~`"1 1i1.,~ ~Cl~ ~1~~'=~~..'t._.J~a l11<~~T C~~ZTi1 ;
i
i
``..~'== ~^'' E~ilOl?l. ti ~ l:i°~:P~;Slt?.r yid J~"tc.~n1?"iC; anti C'ti.1 ~"~~, a~;~3~0ua1. ~'
1
I
1
4. i_,
~~ ~_.~L eGf
1
~ . 1G r~ a~~ ..Listri~u ; G ~~~-,~,,~ =~r -i 5 ~ _:_..:~ gas or
~- , ,~,;~ ~ -~ z - ~,: ~ Gna~ r ~~w ° ~n~ ~. _ i ~- ~ ; , ~ ~ ~ ~i .~ ~-~:: ~. ion may
~~ _. ~ ~ i"i"1 ,~ 1 S Z .
~~
^' ~,1'~ ~! ~ ;~,
i
~: ~G ~ero~y ~lon~ina~e ~ ~.o~l~ ~ itu~ ai ,_,~ a poi _ _
B~ ~ `-~~''a' ~_ - ~ r rG amt ~S u:r'_~.:~~Li~ t:~r OL ~~ii~ E11y T ~ t '~d~ _ .L c.±1Cw
i 'T. ~ ~- i- ~.
1~'.~ .~C ~..__Z1
r -¶- -~~L ~~+
_._ ~~irect ~~at nG ~~r~onal r~~:r2~e~2ta..~j~~~~ ~aa~~~~_a~~., trustees
~~ - ,
:~r c:-~--- fic~~?c_..ary a~~o~nte~ ui~er is is i.ist:rz~~~en- _..~"~~~.' 1 ~~
rec~uil~-=~~. v{~ ~1~,T~ ~GTl~ iOr ._~1~ Lc~~t~'ii~..l~. ~~~:f.~~~~ir.~~nCG .~ tai: lr
;,'
i
-~- ;rrr~Y- ~ rc -~ m ~---n s„ -~- D ~ ' ~"~ = ~`' ~ y ' ~ ~ 11 a \t ~~ ~ ~ =; .F~? , ~.l . t G C "~ t
-~~~~.J ~~.~.~___ ai1C'z seal to t?zis my mast tr;i~.. - ariC? 'Te~ta~..e~~ ~_ ~_:r~s~.~tin~
f t '1 T: _° t= t _~~ ~ Gtr r ~ t t P I"1 ~ a ~~ ~ ;~ , t i'~ ` f 1 ~ ~ ~ t ~„~ G O t ~,~7 ~'? 1:~: E`1 ._, r~ ~. __ FTI y
~~~ ~.:Yri_~~Lr2 1~1 t~l° T1"tar~1ll fCY' 1C1~r'1~1~1Cat ~G%. !:~"ilS .-- <_~~~y Gi
A~.I~IS;
' ~ i.
r~~~~~~ ._ ~ ~~
- - _ _ ~`
~ p
' tL, ~
w+~ ~
??rr [ qqp j) i
~1~~ s1 ~ B~'.rtGL' i
:~~~~ne~? ~ s?ale~, ~a~li~~ec~ anC~ ~eclart~~ ~:-y tie ~~;~J~;r~,-~narr~ed
I
B-~~~~~ L3. Ber~Guis, Testatrix, as any for Y~lef L.a~~ ~ ~ ll. ai~C~
3
,, ~~~ f~
z _ ~._. _~ ~:r~ 1;1 ~iie ~r"eS2I~^e ~.:?~ -.:!°...,, ,~ah~.~ "1_~TT~: ~1eZ'eu;1.~0 ~_:~~~Cr1~e~~
_ _ _
V ~l _ ~ _ ?: ` ie `J ~ ~ 1.. ~ r _ ~ ~~ .(,i( :.7 ~ .:., ! . _~ ,j ~h? 1 t- ! 1 e , ~ ~ E_.; + r ~= a '- ~ - '. ._~ e
S ~- .~~.~._~s _i: t.~.7~ L?ieaeTlG
~~..~~~'
.:ss ~ ®~
~ i Q~fa'EYS~E4 € •vfi"4~
j
~~
. ,: ~ T ~ ~ ~
_.
.r'~1?fin,"~. ~~~:.~1~:~ '~'a ~'1,~%~'y4T~"c~7'. ~!%i~..:e~~-~t, a
u 0.r
r~'~ 0
~~_ ~ ,, ~1...t? ~'1 ~ . Rr?~L'~~°T~~ ,, ~ ~~ ~ ~. ~ ,gin"; '~~
__ t:h e ~~eti1~~ ~ i ? X_ ;~Z~~~ ~Fd1,~.~.°S~e"S r'c,.._'~°~C°t: 1jTe1 ~
~~~t_~~; _~ ._~~.~es aLz ~l i1cCT to t:ho ~orec~-,-,~~' ~~ ~~~ach ~ - `,~
_~'~~' ~? _ I~1 ~_~ ;- i i . ~ ~ C~ ~? ~ 1 ;S ~ti 7 T i ~ ~ Q r r? ~ -~ ~ }i C~ F' L ~ ~. %' c t ~ ~_ ~1 e ? Tl ~:~. E~ ''"' ~;1. C:9 P_ E'
~~L~ ~~ _~~~;- u t the Tes~~t~i~ ,~.i~rPr~ ~~~~. e.~e~;.z~~:~ Lh,= ~r-~~t.rurnen~
~.= ~z-=~~: ~ ,.~..__ ~~~i?1 ~r_~~ Testy=~~-.e~lt 3r~a t~~at ^:.ie ~--~=-'e~ ~--11.ingly ~~nc'~
~"~t~L _, _-?~-t_;~~~ G'i~ he~ ~i'~e ~_s1i~i T,rQ.1i~11._.._.iy,~ ~'a`~.~ .~~r 1.~.1e :~~..<.~'~<_.7~eS
y~ i
j-~_~~~._ ..' _ ~ i~Jie`iJC~ ~ ~ G"~' n'~ t.l±~~.+~`~~~a".L!1 0~ i_h~ ';fn`.L ~L~.~.r~~Lti ~:1 _.11F:
~~:~~.=~ _-~ anC~ hearir_y of th_ `I'eSt~~~:~~ 5i~<l:le ~he n,-i .~--
~.. s
~~ 1- ~- -1 ~- _ _. ~ C ~ _ n lam. t_. ~ ~ ~ 1. iJ to ~:. ~ ~' ° ~ ~... Q ~ ~ r! e ~ i_ .~~! 1 ~ T'~~ ~ ~ C r `~ ~ ~ .. 1 ~. ~ ° ` L t r .1 ~
+_ ~J L.
z. ~ C
r,~~ %~' ~; .. 1 _ ~ 1.... .. 1 ~i ~y ° ~ ~ h ~ ° c r ~ ~ ~ C i i < < to is `~ ~.i (~ =i..r ~ :J * = J ~' _. ~ ~, i..?''..~ n
;-,: t 1 _r'! °a --< . _ ' ~~,.;~ ?'l ~~a ` ~" it ~~ C: o i15 ~_ 1' cam. l l = ~_ C) ~ ? i1 ~ 1: e 1 ~ 3 ~~ 1 ~? - ;~ ~ C ` ,
;_
,. ~ ,f'a ~
P~? tai ~~ . B:~~t=oT.%_
', ! ~ / ~' 1
_ _..__.._a . _._.___.-_ - ~
~: V',f 1. t. n e = S
<~- i t:::ze ;~ s
_thscri~e~~ S~ao~n to ~-:~~~ aLkno.~~~ ,e~~°,i ~_~o- .. ~ ,~, ,
-3- ~~ ~ e ".~: ~,r Rut n r3
~~~-t•.~4 , ~r y~e Testatrix ar>c~ ' ~scr~~e~ T ~ ~° - ~~=
fi ~.-.. ~ _ _ stk., ": ~, ~.Tl~ ~"v°1~1~~ : ~, ddi _~ ? ~ lileC~ ~
-~ -~,
G :.i ~ _ ... ! t ~ ~ ~' 1 ~~ ~ ~ A ^, ',. t. d y = ,~~ ~ qt li _~ 11 r.~ ~ y.~ w
,- _ --
TI .~, i~~s ~ "'r l
r - +- ~ _ ~ ~. _v.-fir. ,Y,-=~-.'~~ ~
~ „~ "l .~ ~ ~ ^ L. 1 i ~ ~ i~-.,. l ` 1 -, 1 t s~J. S' }' 1 - ~~ 1. $ ..j .~ T~„'~ L
` ~ _." _
~~ r r
A e a
Notarial Seai "~ ~"~,r ~'''~ ~ ~~ -
~,..
Sa!ie Osr~;ai, Notary ;'ur'ic ~ ~.£~°~/"a ~~ _ ~ i
Ca~':isie ~3oro, Cum~e~~:nd Caurty _ .~.-' ~1ot:~.~~~r Fi.~w;l.-~C
f~~r Commission expires !viar. 2g, 2~0~
EXHIBIT B
1fl/?_0/?_01~ N1ET Historical Pr cos ~ MetLife, Inc. Co...
k'~'~7~. ~ ~ ~' P3giSter Sign in ,- ~ ~. ~ .~, -al;' . ~~-;Iloc~
~.~ ~ is _i. _ ~J`~-~,_ ~ ~ , Search
~~ ~ ` ~ Web Search
Dow a 0.8'_' ,Nasdaq a' o.5_r^G,
EiU[~E i'~lE.'"VS 8~ OPfidlOd PER50i\!AL FIdAP'CE '-v'iY PORTFOLIOS TECH 'r ICt~ER
__
_ ...
GET ~~UOTES
MetLife, InC. (MET) Ar1o~lal,nll~T:39.73 ?-o.2a{o.5o~~o~
TRADE ~ ~'~~~'' ~ n..„•.~,.e,ta~
. ~~-
FREE _~ ~ ~ '`~ r
~Yi- J 1 `' ,_%i Lei ~f i ~f i ~ i_~
etTRnne;e~!~Flinesue E~...... _ ~ ~ ~ ~i6' L-~: ~rt/L'1%l~{ _v ______~_ __._u
Historical Prices
vet Historical Prices f
or: I GO
AC~VEf~71SEME!NT
- ~ --
~ t c ~ •? ~ c
_-
Set Date Range
Start Date: . OCt 1 2010 E9. Jan 1, 2010
End Date: Oct ~; 2010
Get Prices
Prices
Date Open High Low Close
Oct 4, 2010 38.,9 39.63 38.45 38.84
Oct 1, 2010 38.'9 39.35 38.53 38.94
Close price adjusted for dividends and splits.
Dawnload to Spreadsheet
r
~~~ t ..~1•i,3
~~5~ c,~
"'_,' Z =
~~1`f ~~~3~.,
~ ~' . 5 ;.~
~~• ~ a~
~" ' ~ ~''
.~ 1 . C°~ ts~~.
~~ ~ ~ (..
Please pre~~id~ your feedback on quotes pages.
k ~~ a $.
s
First ~ Previous ~ Next ~ Last
~ }...~x~~Yl
_a
,
(
~
~
_~,._ /
r
Volume Adj Close" y
6,830,600 313.84
6,351,300 38.94 ~~~'~
~ i ..~...,.4y
fn 1i~J9i ',~varren E3ut#e:t
First ~ Previous ~ {Next ~ Last rim :rlce;i li t had less than
$1 mali~-ir, l c.,r: d returr•,
50 ;5 p G.r ; r s r' .
6uifett ~,~;~:is t,alki,~g aLaut a
specific area cif i:he suck
r~ar'r:et Corporate spin-
offs ~, n-~e~ger .ar'~itra~3,
Cincinn,~ti resiJersi John
Reif usas this strateg
to make a 'risk-free"
~1Q,000 a rnortf'.
John cla~,+i~s t~•is r~e;~; haok
HO:Y :0 I-i3'~~i~; hE~ jtOCii
h.4ar`nrt" ~::an teach an~,~or;e
his secrE~t t~~ si_u,t~~ss.
-=i 1, ~~____~ ~_ _ =i .:
;_cr~yii ~i,~ %~J1~~ fahoo'In~, rll~~_ ~(srF PnvacyPolicy-AboutOurAds-TennsofService-CopyiightilPPolicy-SendFeedbark-Y;~h00~Ne4vS i~~~i~~JCiGC
~ i cf ;s delayer ~-_~~ til ~~: i ~,~~~;_~ ~ ~ r ~ , L ~la irm~•s a~~~ i ~ n~msfor NASDA(~, NYSF_ and ,~~inex See also, cir~ ;v !irnes foro(hur ef:.hany~y C~2u _ .,nd oC~_-~ , „ ~ ;.;f ,,
n7rf~~ndc n pr_ i ~ ;ir+~n iti~~~i ~n he 'r .r„ ~~nance partnerpage Cluotasare updated aulomatica'ly butwil! be iurnad nfi afier 25 n~irr~<~of a ~~cU~n', Cn,uh=~ ~i_~ ~:i i .,I ~,,. ,
~'~ i:n ~ n ~0 1 "~,s ~~ r n c rn ;~c ~~ , .•r~u _s only. not inte~r~ed for trading p~.nposcs or advice. Neither Yal~co! nor any ~ indcper~ je~~~t rro,u:.i.-r i ~ ~ c!e f, r ~ ~~
~~~, r i i r.; i 1 ~i~
nir~. ~ ~,~, s or c:_IS,s ., - ; ~,y aac . ~ , er in r~l~ance on irtimn2iio~~ contained herein By acc2s~ng the Yahoo' ate. you a!r~e n~-I :~: re~!i l~hutc+ ho `_,~~ , ~~n ~ , ,, i f
i ~_i:a ~' .~ :, r i ~_~n~, I ,i ~_ ~r
.1 i_,cr=ic;~ e ar iata end dail
ndEd c~ Comrnodify S ~sfe~ns. Ina iCSf) In,_r,,~~cei .I In`,~-~i I 'r,5:~f ~~~~_; ~I~ u~~ 1 ~_ t~ii~ ~ „~ ;_;.;
t.y ;- ` c~,3ra rovujedL Momin~yupr:alesp~ ~; 1'~ ,~ ~~ ~~ .•
n~! it i~ •n_n~ n:~-~, i -ta ~ ,r Ir r_ p S 7star Inc
=;~ Daily
~; ;Weekly
~~~ Monthly
Di~~dends Only
finance.yahoo.com/q/hp?s=MET&a=09... 1/1
EXHIBIT E
-;=i a~ w r~ - t • r
~z.
Court Ordered Processing \ Decedents - MAl-MB3-OZ-~10 - P. O. ~3ox 841005 - Bo~~;ton, MA 02284
November 3, 2010
Shelly J Kunkel
Wion Zulli & Seibert
109 Locu:st Street
P.O. Bax 1121
I-larrisburz~, P~ i 7 i 04
RE: Estal:e of Ruth B Bertovic
DatE~ of Death: 10/02/2010
Dear Shel{y J Kunkel:
Per your r~E:quest, enclosed please find the account information as of the d<~te of death
for the above-named decedent. For your information, accrued interest is not incauded in
the date of death balance.
Please feE~l free to contact me if I can be of any further assistance.
Very truly yours,
Donna ~Perita
Lead Specialist
617-533-1789
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DE.4rI'H:
196-14-0705
October 2, 2010
Account #: _ ~)~71126553 Type Premier Checking Open date: _ `x/31:1996
In the name of ~EZuth B Bertovic or Thomas R Bertovic (Thomas R Bertovic Jr POA;}_____
:Date of Death Balance: $11,106.87 __
Int.(YTD) from 1 / 1 /2010 to 9/9/2010 $1._50 _~
Accrued interest to date of death: $0.02
Other Info: c dosed 10/26110
Ruth B Bertovic
Account #: _ ~C~574113551 Type: Savings _Open date 1!3/1991
In the name of; Muth B Bertovic or Thomas R Bertovic
Date of Death Balance: $18,456.78
Int.(YTD) from 1/1/2010 to 9/30/2010 _ . $20_33
Accrued interest to date of death: $0.1 S
Other Info: t~'losed 10/26/10
Account #: 1 ~~84067928 Type: Money Market Savings _ Open date:. 5/23/2006
In the name of: Ruth B Bertovic or Thomas R Bertovic Jr
Date of Death Balance $2,174.43
Int.(YTD) from 1 /1 /2010 to 8131 /2010 _ . _ $97~~~9
Accrued interest to date of death: $0.04
Other Info; (~'losed 10!26/10
Page 1 of 1
EXHIBIT F
~ ~ , >' P°s ~ 'r ,I
~ ° ~ .~ ~
,wr( § ;I a ~ 6 ~ ~ ~ ~ScY ~Y ;
4441 1 1 1 1 1 '~~~ ry.acy _`~~t. ,
~ ~~ ~~._
Court Ordered Processing \ Decedents - MA1-MB3-02-1Q - P. O. E'~ox 841005 -Boston, NiA 022$4
November 3, 2010
Shelly J' Kunkel
Wion Zulli & Seibert
109 Locust Street
P.O. Box 1121
I--larrisbur~~, P~ i 7104
RE: Estate of Ruth B Bertovic
Date of Death: 10/02/2010
Dear Shelly J Kunkel:
Per your request, enclosed please find the account information as of the ciatE; of death
for the above-named decedent. For your information, accrued interest is not iincluded in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly ,yours,
Donnas Perita
Lead Specialist
617-533-1789
Sovereign Bank
ESTATE OF Ruth B Bertovic
SOCIAL SECURITY #: 196-14-0705
DATE OF DE:4' 'H: October- 2, 2010
Account #: x:)571126553 Type Premier Checking Open date: __~~/311996
In the name of: Ruth B Bertovic or Thomas R Bertovic (Thomas R Bertovic Jr POA~;i
Date of Death Balance: $11,106.87 __
Int.(YTD) from 1 /1 /2010 to 9/9/2010 $ I _50__
Accrued interest to date of death: $0.02
Other Info: i_~losed 10/26/10
Account #: (~574I 13551 Type: Savings ~_~Open date ~~1I8/1.991
In the name of: Ruth B Bertovic or Thomas R Bertovic
Date of Death Balance: $18,456.78 __
Int.(YTD) from 1/1/2010 to 9/30/2010 _. $20_33~~
Accrued interest Io date of death: $0.15
Other Info: ti;'losed 10/26/10
Account #: 7. ~~84067928 Type: Money Market Savings _ Open date: _523/2006
In the name of: R uth B Bertovic or Thomas R Bertovic Jr ____ _
Date of Death. Balance $2,174.43
Int.(YTD) from 1/1/2010 to 8/31/2010 _. _ $97_5~~ ~~
Accrued interest to date of death: $0.04
Other Info: ~'losed 10/26/10
Page 1 of 1