HomeMy WebLinkAbout08-23-11 (2)150561014D
REV-1500 EX (°'_'°'
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po Box 28oso1 INHERITANCE TAX RETURN
Harrisburg PA 17128-0601 RESIDENT DECEDENT 2 1 1 0 1 1 9 8
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date Of Birth MMDDYYYY
1 9 3 1 4 7 7 1 8 1 1 3 0 2 0 1 0 1 2 2 3 1 9 2 2
Decedent's Last Name Suffix Decedent's First Name MI
B A K E R E T H E L M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
B A K E R C L A R K S
Spouse's Social Security Number
1 8 0 0 3 9 6 3 9 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
a 1. Original Return
4. Limited Estate
QX 6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust 1
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
D A V I D H S T O N E E S Q U I R E 7 1 7 7 7 4 7 4 3 5
First line of address
4 1 4 B R I D G E S T R E E T
Second line of address
City or Post Office
N E W C U M B E RL A N D
State ZIP Code
P A 1 7 0 7 0
Correspondent's a-mail address: D S T O N E a~ S T O N E L A W• N E T
~rioer penairies or pequry, 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 other than the personal representative is based on all information of which preparer has any knowledge.
SI~iNATU~~ ~ ERSON f,~ESP~I$IB,LE~ FILING RETURN DATE a
ADDRESS "L/i --FJI~ r/-//~°,1GF~_ ~ c, C r'
824 LI BUR RO D, APT 303 CAMP HILL PA 17011
SIGNATURE ER ER THAN REPRESENTATIVE DATE
nnnoee ~` 17" ~ I
414 BRI GD E STREET NEW CUMBERLAND PA 17070
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140
J
1505610240
REV-1500 EX
Decedent's S ocial Security Number
decedent's Name: E T H E L M• BAKER 1 9 3 1 4 7 7 1 8
RE CAPITULATION
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 and Notes Receivable (Schedule D) ........................ . . 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 1 1 0 6 9 1 . 6 3
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6.
7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property
(Schedule G) ~ Separate Billing Requested ..... .. 7. 1 8 9 3 8 , 9 4
8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 1 2 9 6 3 0 , 5 7
9. Funeral Expenses and Administrative Costs (Schedule H) .......... ..... ... 9. 2 2 2 0 8 . 9 8
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ..... ..... ... 10. 3 1 9 . 7 3
11. Total Deductions (total lines 9 and 10) ....................... ..... ... 11. 2 2 5 2 8 . 7 1
12. Net Value of Estate (Line 8 minus Line 11) ..................... .... ... 12. 1 0 ~ 1 0 1 . 8 6
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. 1 0 7 1 0 1 . 8 6
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 91 i6
(a)(1.2) x• 0 0 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate x• 0 4 5 1 0 7 1 0 1. 8 6 16. 4 8 1 9. 5 8
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0 18. 0. 0 0
19. TAX DUE .............................................. ..... ..19. 4 8 1 9 5 8
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
1505610240 1505610240
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 10 1198
DECEDENT'S NAME
ETHEL M• BAKER
__ _ _ __ _
STREET ADDRESS _ - _ _ _ _ _ _ - _ _- __ _ _ __-
824 LISBURN ROAD, APT• 303
CITY
CAMP HILL PATE 17011-
Tax Payments and Credits:
1• Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments 4, 5 0 0 •0 0
B. Discount 2 3 6.8 4
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval 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) 4 , 819.58
Total Credits (A + g) (2) 4 , 7 3 6.8 4
(3) 0 •0 0
(4) D•DO
(5) 82.74
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 : ................................................................ ...... ^ 0
b. retain the right to designate who shall use the property transferred or its income; ......................... ...... ^
c. retain a reversionary interest; or .......................................................................................... ...... ^
d. receive the promise for life of either payments, benefits or care? ................................................. ...... ^ 0
2. If death occurred after~December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................
3. Did decedent own an "in trust for" orpayable-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? .............................................................................. n rl
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
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 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)]. Asibling is defined, undE
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
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ETHEL M• BAKER 21 10 1198
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointlyowned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1• MetLife Insurance-monthly retirement payment 135.00
2 PNC Bank-Cert of Deposit #31300315897
Principal $7523.22, Interest $4.75
3 PNC Bank-Cert of Deposit #31300315897 - Accrued Int
4 PNC Bank-Cert of Deposit #31900327079
Principal $25262.45, Interest $12.52
5 PNC Bank-Cert of Deposit #31900327079 - Accrued Int
6 PNC Bank-Cert of Deposit #31900327314
Principal $35423.43, Interest $6.99
7 PNC Bank-Cert of Deposit #31900327314 - Accrued Int
8 (PNC Bank-monthly IRA distribution received
9 Sovereign Bank-Cert of Deposit #0775290976
Principal $31481.17, Interest $140.91
10 Sovereign Bank-Cert of Deposit #0775290976 - Accrued
Int
11 (Sovereign Bank-Cert of Deposit #0775546252
TOTAL (Also enter on line 5, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
7,523.22
4.75
25,262.45
12.52
35,423.43
6.99
675.00
31,481.17
140.90
10,026.20
110,691.6
REV-1510 EX+ (08-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER•VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
ETHEL M• BAKER 21 10 1198
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP 70 DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IIF araucAe~e) VALUE
1 PNC Bank-IRA Acct #65001010493 18,938.94 100.00 18,938.94
Princ• $18,925.61, Interest $13.33
beneficiary: Clark S• Baker
TOTAL (Also enter on Line 7 Recapitulation) ~ $ 18 , 9 3 8
If more space Is needed, use addltlonal sheets of paper of the same size.
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
ETHEL M• BAKER 21 10 1198
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1• Stone & Murray Funeral Home-funeral expenses 7,691.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
State ZIP
Year(s) Commission Paid:
2. AttomeyFees: David H. Stone, Esquire 10,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3 , 5 ~ 0 • 0 0
Claimant Clark S • Bake r
Street Address 824 Lisburn Road, Apt. 303
City Camp H i 11 state P A zIP 17 011
Relationship of Claimant to Decedent S U r V 1 V 1. n q S p 0 U S e
4 • Probate Fees: Cumberland County Register of Wills 319.50
5 , Accountant Fees:
6 • Tax Retum Preparer Fees:
7• Stone LaFaver & Shekletski-Reimb for 2 adv in newsp 293.16
2 MetLife-Reimb on retirement checks 175.32
3 Register of Wills-filing Inh tax return & Inv• 30.00
4 Reserve for closing expenses 200.00
TOTAL (Also enter on Line 9 Recapitulation) I$ 2 2 2 0 8 9 8
If more space is needed, use additional sheets of paper of the same size. ,
REV-1512 EX+ (12-08)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
ETHEL M. BAKER 21 10 1198
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 DESCRIPTION OF DEATH
1 EMS-West Shore - debt of last illness 319.73
TOTAL (Also enter on Line 10, Recapitulation) I $ 319 7 3
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
ETHEL M• BAK
NUMBER
1
2
3
4
5
6
7
II.
],
1,
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [Include outsght spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
LEIGH A GOAS Spouse's granddaughter
45 MAPLE HILL DRIVE
ETTERS PA 7,7319-
MARILYN L VANDERZEE Spouse's daughter
824 LISBURN ROAD, APT• 701
CAMP HILL PA 17011-
AIMEE SILK Spouse's granddaughter
5030 SUMMERVILLE CIRCLE
CASTLE ROCK CO 80109-
KAREN BERQUIST Spouse's granddaughter
5311 BLUE BONNET COURT
CASTLE ROCK CO 801,09-
LISA STARSINIC Spouse's granddaughter
2414 PATTON ROAD
HARRISBURG PA 17],12-
JEFF VANDERZEE Spouse's grandson
6510 CARMEN COURT
HARRISBURG PA 1711,2-
VICKI KUNKEL Spouse's granddaughter
313 WALNUT STREET REAR
BOILING SPRINGS PA 1700?-
FILE NUMBER:
21 10
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
198
AMOUNT OR SHARE
OF ESTATE
Lineal 26,775.46
Lineal 16,065.28
Lineal 16,065.28
Lineal 16,065.28
Lineal 16,065.28
Lineal 8,032.64
Lineal 8,032.64
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
If more space is needed, use additional sheets of paper of the same size.
s R`" _ = STON~,LAFAV'Elf !~C ~H}:KL
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~ ~~'Sa ,~ ,y ,^ t " t,*: ~~. DPW pIID[HEI2L.AIQD PA iTOT
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~ . `: S.n ~. , .. ~" - r " 7 . ., '~w n w•f.'•:ra.w~c-~ t,.~~"yc9`~'~~ . d:3~Rte~'i'1i ~-dN`=,r`.A~~
LAST WILL AND TESTAMENT
OF
ETHEL M. BAKER
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I, ETHEL M. BAKER, of Fairview Township, York County, Pennsylvania,
declare this to be my last will and revoke any will previously made by
me.
ITEM I: I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease from the residue of my estate.
ITEM II: I devise and bequeath all the rest, residue and
remainder of my estate, of every nature and wherever situate to the
following named persons who survive me:
A. Twenty-Five (25 a) percent to LEIGH GOAS.
B. Fifteen (15%) percent to MARILYN L. VANDERZEE.
C. Fifteen (150) percent to AIMEE SILK.
D. Fifteen (150) percent to KAREN BERQUIST.
E. Fifteen (150) percent to LISA STARSINIC.
F. Seven and One Half (7.5%) percent to JEFF VANDERZEE.
G. Seven and One Half (7.50) percent to VICKI KUNKEL.
ITEM III: I appoint my spouse, CLARK S. BAKER, Executor of this my
last will. Should my spouse, CLARK S. BAKER, fail to qualify or cease
Page 1 of 4
to act as Executor, I appoint my spouse's granddaughter, LEIGH GOAS,
Executrix of this my last will.
ITEM IV: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his or her duties
in any jurisdiction.
IN WITNESS WHEREOF, I, ETHEL M. BAKER, have hereunto set my hand
and seal this Z'LI day of _~~~1xrp,~,~ ~ 2008.
~ , Q o~-L~-,...
ETHEL M. BAKER
SIGNED, SEALED, PUBLISHED and DECLARED by ETHEL M. BAKER, the
Testatrix above named, as and for her Last Will and Testament, and in
the presence of us. why ~+- h;er request, in her presence and in the
ubscribed our names as witnesses.
414 Bridae St New Cumberland PA
Address
414 Brid e St. New Cumberland PA
Address
Page 2 of 4
COMMONWEALTH OF PENNSYLVANIA:
. SS.
COUNTY OF CUMBERLAND
I, ETHEL M. BAKER, the Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instrument
as m;/ last will; that I signed it willingly ac,d that I signed it as my
free and voluntary act for the purposes therein contained.
_~t_4i._l ~. l~~.G;.,_
ETHEL M. BAKER
Sworn to or affirmed to and acknowledged before me by ETHEL M.
BAKER, the Testatrix, this
_.~~ ___ d a y o f ~~ C ~,~, ~ ~~ 2 0 0 8.
~~'
COMMONWEALi H OF PENNSYLVANIA )J ~-~
;ti, r~~
N) lAL Notary Public
BROOKE E. FEL..PPA, Notary Public
New Cumberland Moro. Cumberland Co.
M Commission 6 fires June 6, 2012
Page 3 of 4
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
We , v ~`? ~1 ~-and ~e(`c(\ ~~-~t' ~. 10.
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as her
last will; that Testatrix signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the Testatrix signed the will as
witnesses; that to the best of our knowledge, the Testatrix was at that
time eighteen or more years of age, of sound mind and under no
constraint or undue influence.
Sworn to or affirmed to and acknowledged before me by
~ ~~.~ ~. S~ c)r~Q, and _ ~'e,I~Y~ ~ r- ~ ~ ~~K~
~kn /
witnesses, this ~ day of ~~-~,(}( ! 2008 .
-~\~ ~
COMMONWEALTH OF PENNSYLVANIA
Notary Public
BROOKE E. FEL.i=PPA, Notary Public
New ambertand Sao. Curiberland Co.
CanMsslon Jura 6 2012
Page 4 of 4
Jan, 6. ~C" ?:'~~P~ PNC BANK 412-705-2747
~PNC
January 6, 2011
David H Stone Esq.
Stone Lafaver & Shekletski
Attorneys at Law
414 Bridge St
POBoxE
New Cumberland, PA 17070
RE: Ethel M Baker
SSN: 193-14-771 S
DOD; 11-30-2010
Dear Mr. Stone:
No, 6876 P, 1%2
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account # 31300315897 Established: 07-11-2007
ETHEL M BAKER
DOD balance: $ 7,523.22 + 4.75 accrued interest
Accou~zt # 31900327079 Established: 04-17-2008
E7HEL M BAKER
DOD balance: $ 25,262.45 + 12.52 accrued interest
Account # 31900327314 Established: 04-25-2008
E'THEL M BAKER
DOD balance: $ 35,423.43 + 6.99 accrued interest
Checking Account
Account # 5140(}02369 Established: 01-01-1978
CLARK S BAKER
ETHEL M BAKER
DOD, balance: $ 329.10 + 0.00 accrued interest
11tA Account
Account # 65001010493
ETHEL M BAKER
DOD balancer $ 18,925.61 + 13.33 accrued interest
Established: 02-23-1995
Page 1 of 2
Jan, 6. 2011 ~; ~'~~~Vl PNC BANK 412-705-2747 No. 6876 P. 2/2
Safe Deposit Boz
The decedcnt maintained safe deposit box # 111 B
CLARK S BAKER
ETHEL M BAKER
Coasted at:
New Cumberland Branch
331 Bridge 5t
New Cumberland, pA I7070
(71'7) 774-2982
please note that this office provides date of dcath balances for deposit accou~s (IItAs, CDs, Checking and
Savings). We do ~aot process any fiaaaclal tntnsactions or provide statements. If you need assistance with
any of these items, please call 1-888-PNC-SANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
This message is ir~te»ded for the use of the individual or entity to which it is addressed and may
contain information that is privilegea~ con,~idential and exempt from disclosure under applicable law.
If the reader of this message is not the intended recipient or the empdoyee or agem responsible for
delivering this message to the intended recipient, you are hereby notifted that arty dissemirsation,
distribution or copying of this communications is strictly prohibited. If you have received this
communication in error, please notify me immediately by reply or bylelephone at 800-76Z-1775 and
immediately destroy this faxed document.
Page 2 of 2
Sovereign
Lourt Vrdered -'rocessing \ Decedents - MA1-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284
December 22, 2010
Stone LaFaver & Shekletski
414 Bridge Street
New Cumberland, PA 17070
RE: Estate of Ethel M. Baker
Date of Death: 11/30/10
Dear Ms. Mearkle:
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is 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,
~~~ ~~~
Helen Alboth~
Lead Specialist
617-514-5189
Sovereign Bank
ESTATE OF Ethel M. Baker
SOCIAL SECURITY #: 193-14-7718
DATE OF DEATH: November 30, 2010
Account #: 0771027974 Type: Checking Open date: 6/7/1993
In the name of: Clark. S Baker or Ethel M Baker
Date of Death Balance: $2,519.77
Int.(YTD) from 1 / 1 /2010 to 11 /5/2010 $1.12
Accrued interest to date of death: $0.01
Other Info:
Account #: 0774042444 Type: Statement Savings Open date: 6/7/ 1993
In the name of: Clark S Baker or Ethel M Baker
Date of Death Balance: $6,451.56
Int.(YTD) from 1 / 1 /2010 to 11 /5/2010 $10.88
Accrued interest to date of death: $1.40
Other info:
Account #: 0775290976 Type:
In the name of: Ethel M Baker
Date of Death Balance:
Int.(YTD) from 1 / 112010
Accrued interest to date of death:
Other Info:
CD
$31,481.17
to 7/11/2010
$140.91
Account #: 0775544703 Type:
In the name of: Clark S Baker or Ethel M Baker
Date of Death Balance:
Int.(YTD) from l / 1 /2010 to
Accrued interest to date of death:
Other Info:
CD
$0.00
2/24/2010
$0.00
Open date: 8/1 1/2001
479-17
Open date: 2/23/2009
. $662.22
Account #: 0775546252 Type:
In the name of: Ethel M Baker
Date of Death Balance:
Int.(YTD) from 9/14/2010
Accrued interest to date of death:
Other Info:
CD Open date: 9/ 14/2010
$10,026.20
to 11 /30/2010
$0.00
$26.19
Page 1 of 1