HomeMy WebLinkAbout03-30-111505610143
REV-1500 Ex (°'_,°'
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year - File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
PO 80X.280601 INHERITANCE TAX RETURN 21 10 01119
Harrisburg, PA 17128-0601 RESIDENT DECEDENT _
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
202 20 7258 10 12 2010 03 O1 1927
Decedent's Last Name Suffix Decedent's First Name MI
TAGGART ~Ry I,
(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
~_X~ 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)
^ ~ Decedent Maintained a Living Trust
(Attach Copy of Trust)
~
--~ 9. Litigation Proceeds Received
^ 10. Spousal Povert Credit (date of death
between 12-31 ~J1 and 1-1-95)
~~ 3, Remainder Return (date of death
prior to 12-13-82)
C ~ 5. Federal Estate Tax Return Required
~
__ 8. Total Number of Safe Deposit Boxes
J 11. Election to tax under :iec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDMUND G MYERS (717) 7 61 ~4 5 4 0
First line of address
301 MARKET STREET
Second line of address
PO BOX 109
City or Post Office State ZIP Code
LEMOYNE pp~
REGISTER OF Wll_LS USE O~JLY
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Correspondent's a-mail address: egm Q~J~dSW.COm
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer o er than the personal representative is based on all information of which preparer has +any knowledge.
SIGNA R OF PERS RESPO SIBLME~FOR FILING RET DAl"E
~ /-' l ,/,~ Stanley L Murphy
ADDRESS J( // // -
599 Ma aro Road Enola PA 117025(/ _
SIGNA E OF PREPARER OTHER THAN REPRESENTATIVE DATE
EDMUND G. MYERS
ADDRESS
301 MARKET STREET, Lemoyne, PA
Side 1
1505610143
1505610143 J
~-~
J
1505610243
REV-1500 EX
Decedent's Social ~Sec;urity Number
Decedents -vame: TAGGART, Mary L 2 0 2 2 0 7 2.5 8
RECAPITULATION
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.
5~ Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 10 ~3 , 191.2 9
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers 8~ Miscellaneous -Probate Property
(Schedule G) ~ Separate Billing Requested............ 7,
8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 10 ~'~ , 191.2 9
9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 9 , 62 5 . 8 6
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. ~i , 9 9 9 . 9 0
11. Total Deductions (total Lines 9 & 10) ................................................................... 11. .L ~i , 625.7 6
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 8 l~ , 5 65.53
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............................................... 13. 8 l~ , 5 65.5 3
14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. ~ , 0 ~
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
15
0
00
(a)(1.2) X .00 . .
16. Amount of Line 14 taxable Q
0 0 16 0
0 0
,
at lineal rate X .045 . .
17. Amount of Line 14 taxable
at sibling rate X .12 17. 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 18. 0 . 0 0
19. Tax Due ................................................................................................................. 19. 0 . 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^
Side 2
1505610243 1505610243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-10-01119
DECEDENT'S NAME
TAGGART, Mary L
STREET ADDRESS
10 House Avenue
CITY
Camp Hill STATE
PA ZIF'
17011
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
0.00
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
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.
(1)
Total Credits (A + B) (2)
(3)
(4)
(5)
0.00
0.00
0.~~
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 :............................................................................... L] ^x
b. retain the right to designate who shall use the property transferred or its income :.................................. ~_] Ox
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? .................................................................................................................... ~_~ 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ~_] 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................................. ~_~
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 requirement:; 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 ass 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+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
TAGGART, Mary L 21-10-01119
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
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Members First Certificate of Deposit Account No. 354160-40 9,894.80
2 Members First Checking Account No. 354160-00 15.00
3 Sovereign Bank Free Checking Account No. 1051068541 10,520.86
4 Sovereign Bank Interest Savings Account No. 1054017460 79.24
5 US Treasury -Social Security Payment 821.00
6 Wachovia Bank Checking Account No. 1010208655589 54.48
7 Wachovia Bank IRA Account No. 257410060347828 -Beneficiary: Estate of Mary L. Taggart 5,948.61
8 Wachovia Time Deposit Certificate of Deposit Account No. 247402042971205 15,851.32
9 American Water -Refund on Account 25.95
10 Verizon Telephone Refund 4.71
11 Members First Traditional IRA Account No. 354160-15 -Beneficiary: Estate of Mary L. 59,619.42
Taggart
12 Wachovia Bank IRA Account No. 257410060347828 -Distribution 355.90
TOTAL (Also enter on Line 5, Recapitulation) I 103,191.29
__ -
(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-1151 EX+ (10-06)
COMMNHE~,ITANCE~ ~ RET~RN ANIA
RE~aIDENT DE EDEN
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
TAGGART, Mary L 21-10-01119
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER _
A, FUNERAL EXPENSES:
See continuation schedule(s) attached
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Stanley L Murphy
Street Address 599 Magaro Road
City Enola State PA Zir, 17025
Year(sl Commission Daid
2. Attorney's Fees JOHNSON DUFFIE
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
1,155.72
4,000.00
3,500.00
4. Probate Fees 265.50
5. Accountant's Fees
6. Tax Return Preparer's Fees 400.00
7. Other Administrative Costs 304.64
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 9,625.86
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 :ichedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
TAGGART, Mary L 21-10-01119
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Ex ems
1 Gingrich Memorials ~ Engrave Headstone 140.00
2 Musselmans Funeral Home -Remaining Balance on Prepay Account 1,015.72
H-A 1,155.72
Other Administrative Costs
3 Cumberland County Register of Wills Office -Filing Fee for Inheritance Tax Return and 30.00
Inventory
4 Sovereign Bank Estate Checking Account ~ Classic Checking Account No. 1271148366 - 23.75
Fees for Estate Checks
5 The Cumberland Law Journal -Notice of Estate Administration 75.00
6 The Patriot News Company -Notice of Estate Administration 175.89
H-B7 304.64
Copyright (c) 2002 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
TAGGART, Mary L 21-10-01119
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
(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)
COMMONWRE~ALTCH OFq ~PENN YLVANIA
IN RESIDEN7EDECEDEN~RN
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
TAGGART, Ma L ~ 21-10-01 11 ~
NAME AND ADDRESS OF RELATIONSHIP TO
SHARE OF ESTATE
AMC)UNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do No t ust
I
TAXABLE DISTRIBUTIONS [include outright spousal _
• distributions, and transfers
under Sec. 9116 a 1.2
Tota I
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 150 0 cover sheet, as a r o riate.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Grace United Methodist Church s7,565.53
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 87,565.53
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08)
ESTATE OF MAR Y L. TA GGAR T
ATTACHMENT #1
ATTACHMENT #2
ATTACHMENT #3
ATTACHMENT #4
SCHEDULE OF A TTA CHMENTS
Last Will and Testament for Mary L. Taggart signed and
dated September 7, 2010.
Date of Death Value Correspondence from Member°s First
Federal Credit Union.
Final Sovereign Bank Statement. No date of death letter
requested due to Sovereign 's Fee
Date of Death Value Correspondence from Wachovicz Bank
436216
Last Will and Testament
OF
MARY L. TAGGART
I, MANY L. TAGGART, of Camp Hill, Curr~berland County, Penr~syl~r~;:~ia, being
of sound and disposing mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby revoking and making void any
and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts, and the expenses of my last illness and
funeral from my Estate as soon after my death as conveniently may be done.
ARTICLE II
REST, RESIDUE AND REMAINDER
I give, devise and bequeath all the rest, residue and remainder of my F?st:ate, of
whatever nature and wherever situate unto GRACE UNITED METHODIST
CHURCH, 309 Herman Avenue, Lemoyne, Pennsylvania.
ARTICLE III
PERSONAL REPRESENTATIVE
I name, constitute and appoint STANLEY L. MURPHY, Enola, Pennsylvania,
Executor of this, my Last Will and Testament. If STANLEY L. MURPHY fails to~ qualify
or ceases to so act, I name, constitute and appoint MANUFACTURERS AND TRADERS
TRUST COMPANY, Harrisburg, Pennsylvania, Alternate Executor to corripl.ete the
administration of my Estate. I direct that no fiduciary appointed herein shall be required to
post bond for the faithful administration of the duties required in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, this 7~ day of , 2010.
ti' ~ -~,
~ _(SEAL)
RY L. T ~ ART
Signed, sealed, published and declared by the above-named Testatrix, as and for her
Last Will and Testament, in the presence of us, who at her request, in her presence and in
the presence of each other, have hereunto subscribed our names as witnesses.
~z"~r~ - _
2
AFFIDAVIT AND ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
~~ C
We, MARY L. TAGGART, ~~~~~-~-~---~~~~'~- %l ~ ~ and
. ~ ,the Testatrix and the ~ itnesses, respectively,
whose names are signed to the ached or foregoing instrument, being first duly .sworn, do
hereby declare to the undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and that she had signed willingly and that she executed iit as her
free and voluntary act for the purposes therein expressed, and that each of the witne-sses, in
the presence and hearing of the Testatrix, signed the Will as witness and that to the best of
his/her knowledge the Testatrix was at that time eighteen years of age or older, o:f sound
mind and under no constraint or undue influence.
r ~ `~.~
AR~L. TAGG
Witness
Witness
Subscribed, sworn to and a knowledged before me by MARY L. TA(s(iART,
n
Testatrix, and ` ~
~~-- nz.c ~-Y .,~--- ~ ~~~- ,~ and '~~~ ~ "' A. ~c
~~ ~ ~
witncsscs this da of - - ~
_~_ y C ~.v~v , 2010. ~
Notary Public ' v u
:366978v4 ~ MMUNWEALTH OF PENNSYLVAI~IIA
NOTARIAL SEAL
Margaret E. Ruff, Notary Public
Lemoyne Boro, Cumberland County
3 My cpmtnission expires May 30, 2011
St
MEMBERS 1St
FEDERAL CREDIT UATION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 354160-00
Date Account Established 04/13/2009
Principal Balance at Date of Death $15.00
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $15.00
Name of Joint Owner None
IRA CERTIFICATE OF DEPOSIT:
Account Number/Suffix 354160-15
Date Account Established 07/09/2009
Principal Balance at Date of Death $59,587.50
Accrued Interest to Date of Death $31.92
Total Principal and Accrued Interest $59,619.42
Name of Beneficiary Estate of Mary L. Taggart
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 354160-40
Date Certificate Established 04/13/2009
Principal Balance at Date of Death $9,886.70
Accrued Interest to Date of Death $8.10
Total Principal and Accrued Interest $9,894.80
Name of Joint Owner None
BERS 1ST FEDERAL CREDIT UNION
Danielle A. Kline
Lending Insurance Support Specialist:
December 1, 2010
Estate of: MARY L. TAGGART ~ ~ ~~~~/~
Date of Death: 10/12/2010
Social Security Number: 202-20-7258 SEC 0 3 2010
JOKNSON p~1fF1E
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 ww~;vrnembers 1 st.org
~~
r - s -~* °°~^-a ~R =nom -,vim -~ ~~• ~ ~ - -r~ ~. - ~.~._ .
S~~ere~g~- ac~~.
MARY L TAGGART
STANLEY L MURPHY ATTY IFF
Deposit Accounts Account Number Average Daily Balance Current Balance
__
SOVEREIGN FREE CHECKING 1051068541 $11,154.91 _ $10,520.86
TRIPLE YOUR INTEREST SAVINGS 1054017460 $82.73 _ $79.24
Total Deposit $1o,soo.lo
MARY L TAGGART
STANLEY LMURPHY ATTY /FF
Account ~# 1051068541
Balances
Beginning 8atance $12,554.87 Current Balance ~ $10,520.86
Deposits/Credits + $821.00 Average Daily Balance _ $11,154.91
Withdrawals/Debits - $2,855.01 -
Interest
__ _ _ __
Paid this Period * - $ 0.00 Annual Percentage Yield Earned 0.00%
Earned this Period $ 0.00 Paid Last Year $0.32
Paid Year-To-Date $ 0.00 ;
'The interest earned and the interest paid may differ depending on when interest is credited to your account.
Checks Posted
Check # Date Paid Amount Reference
3658 09/16 $27.68 995910735
3660'' 09/15 $92.38 981520750
3661 09/23 $1,004.74 616122010 ,
3662 09/24 $100.00 977461475
8 Check(s) Posted = $2,855.01
An asterisk (") indicates a skip in sequential check numbers.
Account Activity
Date Description
Check # Date Paid Amount: Reference
3663 09/27 $475.00 997647315 _'
E3664 10/01 $33.87 VERIZON AR
3665 09/30 $991.34 612491210 ,_
3666 10/01 $130.00 990711535
An (E) indicates check was converted to an electronic item.
Additions Subtractions Balance
09-15
09-15 Beginning Balance
CHECK : 3660 $12,554.87
__
$92.38 ~ $12,4Ei2.49
09-16 CHECK 3658 $27.Ei8~ $12,434.81
09-23 CHECK. 3661 $1,004.74 t/ $11,430.07
09-24 CHECK 3662 $100.00 ~~-~ $11,330.07
09-27: CHECK 3663 $475.00 Cam- $10,855.07
09-30 CHECK 3665 $991.;f4 ~~ $9,863.73
10-01: US TREASURY 303 SOC SEC 1.00110
A SSA $821.00 $10,684.73
10-01 CHECK 3666 $130.00 $10,554.73
10-01 VERIZON ARC CHECK. PYMT 100930
3664: $33.Ei7L'/- $.10,520.86
1
10-14 Ending Balance _
$10,520.86 "
~fS~O. ~jFO
~~~a`~
page 2 of 4 1051068541
vereigri
MARY L TAGGART Account #k 1054017460
STANLEY LMURPHY ATTY /FF
Balances
Beginning Balance - - $82.73 Current Balance _ $79.24
Deposits/Credits + $0.01 Average Daily Balance _ $82.73
,Withdrawals/Debits - $3.50
* This balance was calculated for the period beginning on 09/01/10 and ending on 09/30/10
Interest
Paid Phis Period * ~ $ 0.01 Annual Percentage-Yield Earned _ 0.08%
Earned this Period $ 0.01 Paid Last Year _ $3.85
Paid`Year-To-Date $ 2.97
"The interest earned and the interest paid may differ depending on when interest is credited to your account.
Service Fees -Itemized Date # Transactions Fee Total
MONTHLY MAINTENANCE FEE 09/30/10 1 3.50- _ $3.50
Total
$3.50
Account Activity
Date Description Additions Subtractions Balance
09-15 Beginning Balance $82,73
09-30 TOTAL SERVICE FEES $3.5i~ $79.23
09-30 INTEREST CREDIT $0.01 $79,24
Ending Balance
IN CASE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFEF;S
CALL YOUR CUSTOMER SERVICE CENTER AT THE NUMBER SHOWN ON THE TOP OF YOUR STATEMENT OR WF~ITE TO THE BANK
FOR DEBIT CARD ISSUES:
Sovereign Bank
Attn: Debit Card Services
MA1 MB 301-06
P.O. BOX 841003
Boston, MA 02284-1003
FOR ALL OTHER ISSUES:
Sovereign Bank
Attn: Client Relations
10-421-CR 1
P.O. BOX 12646
READING, PA, 19612-2646
Please contact us if you think your statement or receipt is wrong or if you need additional information about a transfer on the statement or' receipt. We must hear
from you no later than 60 days after we sent you the FIRST statement on which the error appeared.
• Tell us your name and account number. • Describe the error or the transfer that you are unsure about and explain as clearly as you can why
• Tell us the dollar amount of the suspected error. you believe there is an error or why you need further information.
If you tell us orally, we may require you to send your complaint or question in writing within 10 business days.
We will promptly investigate the matter and call or write to you with an answer within 10 business days (10 calendar dayys in Massachusetts). If we need more time,
we may take up to 45 days to investigate your complaint or question. If we do, we will credit dour account within this 10-day period far the amount you think is in
error, so you will have the use of the money during the time ~t takes us to complete our investigation. If we ask you to put your complaint or question m writing
and we do not receive it within 10 business days, we may choose not to credit your account.
For errors involvingg new accounts, point of sale purchases or foreign transactions, we may take up to 90 days to investigate your complaint or question. For new accounts,
we may take up to 20 business days to credit your account for the amount you think is in error.
We will tell you the results of our investigation within 3 business days after completing our investigation. [f we decide there was no en-or, we will send you a written
explanation. You may ask for copies of the documents we used in our invest~gat~on.
Important information about your Sovereign Debit Card
The networks through which some of your Sovereign Debit Card purchases are processed have begun allowing merchants to process yyour purchases without
either a signature or a PIN. If you are not required to enter your PIN when you make a purchase, your purchase may be processed ether through the Visa
network or through the STAR or NYCE networks. If your purchase is processed through STAR or NYCE, different terms apply and you will not be eligible
for the rights and protections available through Visa. Please see your Personal Deposit Account Agreement for more information.
•'r.~~~'~''f,
.~~i-
page 3 of 4 1051068541
Statement Period 09/15/10 TO 10!14/10
MARY L TAGGART ~*~n"' 3 6 5 6
212 HERMAN AVE. tE6tOm61t
LEMOYNE, PA 17Dg7
d>< ~.LL-10
y ~J~)~~~7.7c}'~~~~/
AP+t qt'A AAA~1 ~1AA 1AAt 1AGAt'1
VJiViV VV4Vi ir4GV L.TVVf-VJV AJ
~~3overeign Banl~
4 23137 269 i4 10510685411x3 58 ~'00~0002768~'
1051068541 # 3658 09/16/10 $27.68
i
MARY L TAGGART w-rxyan
I12 HERMAH AYE +m,alesn 36 61
LEMOYNE PA 1111!7
axrto get[J~SF.L- L ~/I ~_.~ $/O~~ f~l
{ !~~~_'j.. rl~~~% ~~ln--`~- ~jf~i-. OlLAR6 a ~_~
Sovereign Banl~
~~` ~ a
4213726911: L0 5 1068 54 1~r36bi ,x00 0100474.x'
1051068541 # 3661 (19/23/1 ~ ~1 Md 7d
MARY L TAGGART eo-nwau 3 6 6 3
212 MERMAN AVE t0Et0E1f11
LEMOYNE PA 170.3 Dare w
s ~.~1 t ICI NY~. S6c VE:ll/~-J--.~IV.~- '^=~OOLLARS W ~ ti.•
Sovereign Banl~ ~ ~(/
7: 2313'72691:: 105L0685411x36 3
1051068541 # 3663 09/27/10 $475.00
MARY L TAGGART ED~REVE17 3 6 6 6
212 MERMAN AVE fOStalE%.
LEMOYNE, PA 170q
are_9_- 3G~
rAlr to rta
o„oeAOr Sl~~~J1'r2~r.1- 11C\T1.A~ ~ ~~~ ~
LLARt
~~Sovereign Banl~
rnn. ,~~~a~' r
1: 23137269 L1: 10 5 1068 54 11x3 6~
1051 Ubti 541 # 3666 10/01 /10 $130.00
page 4 of'4
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)51068541 # 3660 09/15/10 $92.38
MARY L TAGGART
212 HERMAN AVE at~x 3 6 6 2
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IEMOVNE, PA 170{3
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1051068541 # 3665 09/30/10 $991.34
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res-ncsilsmrfx.'L-4 12/13/2010 3:36:19 PM PAGE 1/002 Fax 7erver
~r~~ Reference ID: 3230681
Wachovia Bank
Balance Confirmation Services
P O Box 40028
Roanoke, VA 24022
December 13, 2010
JOHNSON DUFFIE LAW OFFICES
SUBJECT: Verification / Confirmatian of Account and Balance Information provided for:
Customer; MARY L TAGGART (SSN# X~~-XX-7258)
Date of Death: October 12, 2010
Deposit Account Information
Account Account Date of Death Average Balance Date Maturity Interest Accrued YTD Date
Type Number Balance Opened Date Rate Inrterest l:rrterest Paid Closed
CERTIFICATE OF 1205 $15,838.74 4/30/2007 12/30/2010 $12.58 $262.93
DEPOSIT
LEGAL TTIZ.E : MARY L TAGGART
POA STANLEY L MURPHY
CHECKIlVG S 89 $54.48 11/20/200 8
$0.00
$0.00
LEGAL TTTI E: MARY L TAGGART
~A 828 $5,941.83 4/10/2000 $6.78 $14(1.51
LEGAL TITLE: MARY L TAGGART
For Benefic7ary Glaim Form information, please call 1(866)786890.
Page 1 of 2
res-ncsilsmrfx~_-4
No Safe Deposit Box found for customer.
* Date of death ba]ance does not include accrued interest
Reference ID: 3230681
* ff date of death occiurs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period.
# s~~
Jennifer Straub
Servicenter Associate
Phone: (540)563-7323
Js~.ls
By accepting this information, the recipient thereof represents and warrants to Wells Fargo Bank, N.A ("Wells Fargo"), that the recipient is authorized by the custnrner to reoei~~e lawflly this infi~rmation.
The recipient agrees that it will not disclose this information to any third party, unless compelled m do so by legal process, and that it will lawfully use this information. The recipient acknowled8es that
Wells Farms does not represent and warrant that the information is complete and accurate. The recipient further acknowledges that the information may not disclose the entire relationship between customer
and Welk Fargo. The information is subject to change without notice to the recipient The recipient agrees m indemnify, defend, and hold Wells Fargo harmless from and apain:x arty claim resulting from the
disclosure and use of the information by the recipient or from the breach by the recipient of any agreement, representation, or warranty contained herein.
Wachovia Bank and Wachovia Bank of Delaware are divisions of Welk Fargo Bank, N.A
12/13/2010 3:36:19 PM PAGE 2/002 Fax ~E.rver
Page 2 of 2
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