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HomeMy WebLinkAbout09-07-1115D561D143 REV-1500 Ex (°'-'°' OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 11 0120 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 154 18 5341 12 12 2010 12 31 1921 Decedent's Last Name Suffix Decedent's First Name MI BRETT JEANNETTE 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 X^ 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required 6 Decedent Died Testate (Attach Copy of Will) ~ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) g. Total Number of Safe De osit Boxes P g. Litigation Proceeds Received ~ 10• b8tweenP2 31 ~J1 a dt~dat8e5~f death ~ 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 TO: Name Daytime Telephone Number MICHAEL L BANGS 717 730 7310.___ First line of address 429 SOUTH 18TH STREET Second line of address City or Post Office State ZIP Code CAMP HILL PA Correspondent's a-mail address: c7 _::. p ,-- REGISTER~ILLS US~r~NLY~_.-_ "`C rte- '"i.7 ._;:. r- ~ rn ; -F^~ .4-.. ~•. 3 V7 ~ ~ ~ -. ~ ~~ DATE FILED '~"~' 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 other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUR 'PERSON RESPONSIBLE FOR FILING RETURN D E ate, Thomas M. Brett Jr. 9~~0// ADDRESS 6105 Wallin ford Wa Mechanicsbur PA 17050 f SI ATURE OF PREPARER OTHER THAN R SENTATIVE DATE 1 ~ Michael L. Bangs ~/ ~ ~~ ~~ 'ADDRESS L L_. - / 429 South 18th Street, Ca p Hill, PA Side 1 L 15D561D143 1505610143 J " / J 1505610243 REV-1500 EX Decedent's Name: Brett, Jeannette C . Decedent's Social Security Number 15 4 18 5 3 41 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 104,337.22 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages 8~ Notes Receivable (Schedule D) ........................................................ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 2 4 8 , 94 4.60 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous I~q Probate Property (Schedule G) u Separate Billing Requested............ 7. 3 8 4 8 4 . 8 4 r 8. Total Gross Assets (total Lines 1-7) ..................................................................... g, 3 91 , 7 6 6. 6 6 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ....................................... 9. 17,171.58 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 1,077.79 11. Total Deductions (total Lines 9 8~ 10) ...................................................... ............. 11. 18 , 2 4 9.3 7 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 373,517.29 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, 373 , 517.2 9 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 3 7 3 517 2 9 16 . at lineal rate X .045 ~ . 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 18. 19. Tax Due ................................................................................................................. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 16,808.28 0.00 0.00 16,808.28 Side 2 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0120 DECEDENT'S NAME Brett, Jeannette C. STREET ADDRESS 824 Lisburn Road CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 16,000.00 840.41 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. Total Credits (A + B) (2) (3) (4) (5) 16,808.28 16,840.41 32.13 Make Check Parable to REGISTER OF WILLS, AGENT. ~. ~ a y ~ ~. ~: - y , '/~~cn 7' R ;:-~^s yn ~~ t' .'~Tn~'~,'' ~:~4"'}.'ykn'~;"~`,t ~ 'a'r.:; ~` ~', .. 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 :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... ^ 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?....... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ...__ _ t{'+y fi"_~~ {,.,~"'- Pr~.~ _ .~....._v ~ k."~'~~i~''~ ~'ny. .. a y "Mi?i~ _ .x; y Z ~ a:. ~ i :~ ~ - _. ~-~ 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)J. 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. (1) Rev-1503 EX~ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Brett, Jeannette C. 21-11-0120 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 LPL Financial -See portfolio appraisal attached 98.613.49 2 522 shares of Santander - 522 shares (mean value) 10.965 5.723.73 TOTAL (Also enter on Line 2, Recapitulation) 104,337.22 (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 B (Rev. 6-98) 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 Brett, Jeannette C. 21-11-0120 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 automobile -Sale of 2003 Ford Automobile (see Bill of Sale attached) 3,000.00 2 IRS Tax Refund (2010 taxes) 238.00 3 John Hancock -Refund of unused insurance premium 1,413.03 4 Members 1st Federal Credit Union -Savings Account 13.55 5 Metropolitan Life Insurance Company -death claim payment 1,325.25 6 Ohio Casualty -Refund of unearned premium Policy PLP M364872 676.00 7 PNC Bank, N.A. -Checking Account 35,694.22 8 Principal Financial Group 178.80 9 Prudential Alliance 67,707.85 10 Refund from AMA Insurance Agency 8.95 11 Refund from American Water 20.91 12 Refund from Comcast Cable 37.46 13 Refund from Penn National Insurance 76.00 14 Refund of Ohio Casualty unused insurance premium -Policy No. PLP M364872 803.00 15 Santander Stock Dividend - 6/17/11 142.29 16 Santander Stock Dividend - 8/8/11 80.10 I Total of Continuation Schedule See attached page TOTAL (Also enter on Line 5, Recapitulation) 248,944.60 (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-1508 EX+ (8-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Brett, Jeannette C. 21-11-0120 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 17 Santander Stock Dividend - 2/11/11 11.09 18 The Woods at Cedar Run -Resident refund 1,441.81 19 Fulton Bank -Certificate of Deposit 022-0245638 5,883.62 20 Fulton Bank -Certificate of Deposit 523-0016912 5,000.00 21 Members 1st Federal Credit Union -Certificate of Deposit 343079-41 63,086.84 22 Members 1st Federal Credit Union -Certificate of Deposit 343079-43 24,805.68 23 PNC Bank, N.A. -Certificate of Deposit 16,939.32 24 Sovereign Bank -Certificate of Deposit 0575270996 8,412.53 25 Jackson National Life Insurance Company -Annuity Contract 1000732008 (paid to estate) 11,948.30 TOTAL (Also enter on Line 5, Recapitulation) ~ 248,944.60 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. N N-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER Brett, Jeannette C. 21-11-0120 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TRANSFER.SATTACFiTA COPY OF TIRE DEIED ~OREREAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Allianz -Annuity Policy No. 1094451 11,305.94 11,305.94 2 Principal Financial Group -Flexible premium deferred 27,178.90 27,178.90 annuity TOTAL (Also enter on Line 7, Recapitulation) I 38,484.84 (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 G (Rev. 6-98) REV-1151 EX+ (10-06) COMMNHE~ITAN~E TP~C R~T~RN ANIA RE IDEN DE ED N SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Brett, Jeannette C. 21-11-0120 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission paid State Zia 2. Attorney's Fees Michael L. Bangs 6,000.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. I Probate Fees 447.50 5. Accountant's Fees 300.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 320.06 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 17,171.58 10,104.02 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Brett, Jeannette C. 21-11-0120 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exuenses 1 Parthemore Funeral Home 8,604.02 2 Shirley Spangler -reimbursement for cemetery expense 1,250.00 3 St. Theresa Catholic Church -funeral luncheon 250.00 H-A 10,104.02 Other Administrative Costs 4 Cumberland Law Journal -estate advertising 75.00 5 Duke's Tax Service -preparation of 2010 income tax returns 100.00 6 The Sentinel -estate advertising 145.06 H-B7 320.06 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-OS~ SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Brett, Jeannette C. 21-11-0120 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 Boscov's 100.97 2 Conforti Physical Therapy and Fitness Center 40.00 3 FIA Card Services 915.83 4 Internists of Central PA 10.00 5 Verizon 10.99 TOTAL (Also enter on Line 10, Recapitulation) I 1,077.79 (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) SCHEDULE J COMM HRES EN T DECEDEN~RNANIA BENEFICIARIES ESTATE OF Brett, Jeannette C. NAME AND ADDRESS OF NUMBER PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 1 Thomas M. Brett Jr. 6105 Wallingford Way Mechanicsburg, PA 17050 2 Patricia Gallagher 11312 Rouen Drive Potomac, MD 20854-3126 3 Jeannette Hafey 8 E Forrest Drive Enfield, CT 06082-2103 4 Shirley T. Spangler 851 Clark Hill Road Mount Pleasant Mills, PA 17853 FILE NUMBER 21-11-0120 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT (Words) ($$$) An Aln~ I i~• Tn.-fnn/e1 Son Zone-quarter of estate Daughter lone-quarter of estate Daughter one-quarter of estate Daughter I one quarter of estate ~ ~ Total ~ Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet as a ro i NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX NS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) BILL OF SALE I, THOMAS M. BRETT, JR., Executor of the Estate of Jeannette C. Brett, do hereby sell a 2003 Ford automobile, Vehicle Identification Number (VIN) 1FAFP53263G144458, to Thomas M. Brett, Jr., for the sum of Three Thousand and 00/100 ($3,000.00) Dollars. Date: g .3i ~~ ~ ~ .~2~- Thomas M. Brett, Jr. F~ut~-`:~-~C'.1. ~~: °L2 ~p~ r~:...~r~n Fnancic~.l June ~, 2tll l GR:EtJOF~I' T MALI] C!C) I~ULTON BAN[, ~V.~Aa 3344 TRINDLE RD CAMP ~I~L, PA 1.7Q1.1~-~~453 ".~ivisQrs ? ~ ?r ~?351 _ ~/3 ~ ~i ~1`a~T10tvAX. LICE INSURARiC~ C©hhPtU*IY Your re~~esentative: GR~7-~tY T MAL2N Cft~ FULTC)N BAIL, N.A. 3344 TRINDI~ RD CAMP DILL, PA 17't~I 1-4453 'hone: l717~ 763-2098 i7oiic~~ Number(s): tt~7~~0-~0~ lnsur~:-d Alame: Je~nett~3 C. B~t# Dear Gregory,: Pleas: accept our condolences on the loss of J available for any question~- ;you may have. C. Brett. ~Ve j~rant you to know that we are The date of death value for po-Iicy 1000732008 c~u are requng k~ as fo]lo~vs: As of the date of death July 29? 20118 the value f gc~Iicy 10(10'732008 was $11,948.30. '~aur service needs are very importam to us. If co~n#a.,~t our Serrvice Centeac ~~t (888 565-4995, ] Pi~iday 8:110 a.m. t4 6:110 p.nn. (ET"). Ydu may a our v~ebsite at www ~aeicson.com. Sincerely, T~nI GVOnar, AVP, Claims Administration cc: GREGORY T M,ALIN Email at Jacks i Corporate TQll Free ~ have add~tiQnal c~estions or concerns, glease icy through Thu~°sday, S:c1c1 a"m to 7:0o g.m. and contact Jacks v:ia email through "Contact tJs" on Service Center ay, Lansing MI 48951. mb~~; 804-7??-77?9 i.cam.; Our 'V'V`ebs~te is w~v~v;~scYsoncom i fQ~'o5o9 j Ct.BCK ~ ~ x crsr ~ ~ ~ L~.i ~ - ~ ~. - ~ ~ °. 1 n'~ : ~. G r'`~`'~ '~`L.' ~. '~ ~ T'1 ~ i 1'IQTt C 1 Cl a. ~-s rr ;, .~ ~ ~.~ViS~]1"S r f~~., I ~~5~. ~"r-~1~..~~~ai ,*, F J~t~ ~, DUI l .FICA ~VAIV'I~,AlV~ ~A~~:Y ~f FIC:E; R~; ~ka~ ~C l~r~ C.cra~t Nc~. $~9~5 ±r I~ VW~nd; '~€~ trdp~v+~d ycytcr r fir ~s~a ~ 1'~ ~e v~ dead ~~ ~;I?!~?-t~} ~-~s S~?.1 ~~~9~, i~snc ~ar r~atnl~~ ~ Sf~tv~ral~°. 'I'lt~c Pr~~ip~i I:"~aci~l ~~~ RIS Annuity S~rvi~re~ {~Qi~~ tt~}-#4SQ L~~w~ ~8~~ ~&~ M:~i~ S9'CN!'~6~' AI~T'~$,~6'Qk1~'~ ~tL7y :~'ifdlL'(i~ Pti~i~t Env An~or fi~n~~a~ was vre~o~ C B~+ett's ' ~~ ~nct+d +e. fir ~r ~osti~s ~ 7 a.,~. ~ # p.~. ~Ir ~YiTO i~~ S' fY ~l ~~i!'~7"-YiiT ~ ,R'rr!~ ~'atts~vt- s'rtr~1C+`> ~1C ~u:w•~v. a~ ~~~ Allianz Life Insurance Company of North America PO Box 59060 MinnQapolis, MN 55459-0060 800.950.1962 o JEANNTTE C BRETT ° 613 BROOKHAVEN RD NEW CUMBERLAND PA 1707E-' 706 III~II~II~I~l~lll~l~ll~ll~l~~lll~l~lll~lllll~~llll~~l'I~~l~llllll Allianz ili 2011 Annual Policy Statement for your Accumulator Annuity I Annuitant Issue date You .may now access information regarding JEANNTTE C BRETT ~ 02/18/1991 policy values, withdrawals, and available Policy number Plan type forms at www.allianzlife.com. 1094451 Non-Qualified We are pleased to provide this annual s~:.~_ement of your Accumulator Annuity I. Your policy values as of your policy anniversary date are shown belou~~. these values are based on your past policy year performance. Detail for policy year beginning 0;^/18/2010 and ending 02/17/2011 Beginning Annuitization Value $14,782.02 The Annuitization Value is the greater value that is Interest Earned $628.23 received when a qualifying annuity option is selected. Current Interest Rate Ending Annuitization Value 4.25% $15 410.25 The Cash Surrender Value is available should you , select alump-sum payment from your policy. Ending Cash Surrender Value $11,305.94 Please refer to your policy for more specific Yield T+~ Date 5 79% information on how to receive the highest value possible. 39561 Page 1 of 1 oossw i~oaoos oooi i loos unMis~ossi-ooooico: ra~~s-oooi s~ oslsU~~ r~ r ~ r W r ~ ~ ~ ~ .P C1 L O 3 D ~ ~ Z 00 ~k z m - '. ~ ,,c s v m ~ :~ O ~. ~ .~ ~ Z ~. mn m ~ ~ ~O ~~_ Z O r r ~~ v ~' ~ D ~ -, C O ~ O O O `~ Z ~ ~ ~ ~ CA J W N ~ -, .3. 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O O_ O• D .a N m L D Z Z m m r r ~~ N n N~ fD fD 7'I Z n :(7 C v v m N O N (~ W O W ogN ~a~a ~ -, ~,~~ _ o (D N '~ ~ ~ n rt 3 N o ~^ d 3 .p o Q ~ fp co ~ 3n~, o.~ < d Ng~~a3d3~ ~ 1 ~ ~ ~ n ^' ~ rF 01 ~^p c~ ~ c 7 f"r ~ ~ ~ ~ 1 N o - fD~ ~ ~ . r D o o <.'g -+,~a ~~ ~ 7 r 0 ~ goo o ,~n~ ~ ~~~,~~~ ~ < ~' <? ~' . ~ o~ . rt ~ A ~~ of p N O O~ r n d o,~ J o rt T ~ rt,~K o r N ~ ~ O ~ rt N o d tf , C v m o < o ~co p c ~'YS~ d N c rt o fp fE O ~ H ~ d =O ~ 3~,~ m ~ fn 3 7 e~r* o ~NfD~o~~~ ~ ~ ~ o a c a fp oofD~oo~~~ - ~ o o m c o • ~,o ~ nO ~+' ~~ in c ~ ~ 0~ 3 d n d~ -, ~ p Q~ A °' rn '~ ~ a .°~ n 3 C. r~ o m ? o coo °,-r' ~N ~ ~ ~ , .r ~onovci~3`n'~ ~c ~ ~ na nrn c ~ n, ,Y a d > m ~ o, o n o ~ ~fD a ~ ~NO~ci°uofDO~' a c H ,Y c~ D~~ ~ Q Ol ? d ~ fn'1 rt ~ ~ ~ n c ~ ~ C rt ~ f~D ~ ,~ ~ ~ ~ C rt Q m ~ ~ . ~ ? 3 ~ ~°'o ° r r, ca roc o ~ a ~ ~ ~ a C~ g 0 ~ (~D p N d !D o n c~< o o ~° C ~ a c ~ T ~ n ~ ~ c ~ rn a n ~ c c ~ ~ vi -. of ~.ro ~~ n~ ~ ~'O o ~ 7 rn ~ g=~ ° o fD~ Tromso o ~ d rno~°.a°~'o~~a cr ~ n X •2 n ~ ~ ° ~ ° ~ s N ~ rD ~, c ,?gam o g~ o N ~o ?o ~ m to ad ~ gam' g ?~ D ,..' n~ ~ m o fP ~ n ~ m ~ o, n c ~ ~. fD ~ O d ~ ~ O p N m N -~ n fAp o ~, ~ c_ o, n rn• ,,,r ~ ~ ~ n N °' ~ S f C a ~ rD rt n ~i ~ ~ o~ao~~~n ~ ~ a ~ ~ ~ - ~ ear to ,~ ~ d N C rt fp ^ / p d ^°d°~n3°'D~ Y ~ __~~ ~~~ct -~ ~. ov~~ ~ ~~ RO ~ O-i _ O rp n r-r ~ ~ C v ~ ~ ~ 7 ~' ~' VI (A C DI ~fD o•„< g~~ ~ v~v ,~,o°'rummc ~' ' o rr ~ oo, rn ^~ ~~'^ ~~ ~ `^ o ~ o • ~ ~ ~ ~on~~°'~'< ~ m o r* ro ~ of T n ~ c ~ „Oo of rT o., ~• ~ ~ ~ c ~ 3 ~ owoo ~ no ~a rD ~ tD a ~ ~ ~p rD rn ~ n~ _ ~~c 3 om~~~~or 1 3c~a~a3v ~~ n~ ~''^ rr o O o ~~m no ~ ~ O r o r C! ~° 0 O O a N~ N Prudential Alliance Account Services The Prudential Insurance Company of America PO Box 41582 Philadelphia, PA 19175 Tel 1-877- 255-4262 www.prudential.com BANGS LAW OFFICE ATTN: MICHAEL L BANGS 429 SOUTH 18TH STREET CAMP HILL, PA 17011 Apri121, 2011 Prudential RE: 4351002876116/ JEANNETTE BRETT The date of death balance for the above listed Prudential Alliance Acc,~unt is: $67,707.85 as 12/12/10, including accrued Interest totaling $50.06 If you have any questions, please contact us at 1-877-255-4262. Sincerely, Prudential Alliance Account Services Open Solutions Inc. is the Service Provider of the Prudential Alliance Account Settlement Option, a contractual obligation of The Prudential Insurance Company of America, located at 751 Broad Street, Newark, NJ 07102-3777. Check clearing is provided by JPMorgan Chase Bank, N.A. and processing support is provided by First Data Payment Services (FDPS). Alliance Acc-~ unt balances are not insured by the Federal Deposit Insurance Corporation (FDIC). Open Solutions Inc., JPMorgan Chase Bank, N.A., and First Data Payment Services are not Prudential Financial companies. A n. R '~ J I ~ ,n r `: A . +~ r, t ~~r. ~ ; ~, -~ t) ~1 A 11 r 'T r rl yr ~~~ ~ /~ ~~ LEAI)@!6f'H~MdAY April 19, ZO f 1 ~iohael L Bangs Attorney ~t La~v 42~ S 1 ~`~ St Camp Hill, PA 1?011 ' RE; ~ean~.~~tte ~ Brett SSN: 154-1$5341 DC~D: I2-1Z-2410 Dear lulr. Baas: T,~a ~r~sponse tc~ your request for Date of Death (IUD} balances for the customor nc~ move, our - rec©rds show the fullt~wulg: ~erti~atte of Depc~a~it Account # 31 ~~Z24441 Establishe43; Q3-28-2E1~2 J~,~-NI'~.E'T"1`E C BUTT D+aD ice: !~ 1~,~35-.32 + 1.0'2 sccrc~ed interest Checl~ing Accoun# Account # 51400t1690~ ~~~skte.~l: Ol~Oa-19? JEANNE'I"1'E C BRETT .DDf3 bal~ce; S 3 ~,694.2~ + 4.3 ~ accrucd interest Please nc~+e that this office provicics dat+c of death balao~cs for deposit ac3ccrartts {~tA-s, CDs, Checking and Savu~s). Rye do n~o-t grog aey ~~ae~ t~raa~aetiam or pr~v stxt~aca#s. B"you need assistance with eny of these items, pl~se call 1-8~8-PNC-BA~N~ (1-X88-?62-5~ or stop b~' your lace] PNC c bc~ o~i~e, ~~aatrely, Ngtionsl Financial vices Center PNC Bank, N.A. Memb~e.T FDIC Pale 1 of 2 ~ ; ~~ r . ~~ . ~ ' ~ ' E, ; L ~7 r-;,~ ~ .+ ~~ "` ~!, ~~ { L L - ! ~ ~ - L 141 ~~ o . 1 ~: ~ This message is i~rt~Fnd~d fc~r the use t~, f the ~dividual or ent~iy to ~wl~eh i~ ~s ess~d cad ~tuy ec~ntait~ infornrati~r~ that is privileged, coicde»ttal find e~t~-rrrpt frr,~m discl~-slrre ~rrde~- appliGahXe Xarw. 1~`'the reamer o, f 't1~is nzessc~ge is art the interrd~d recipient ~r tf~e ernplc~yee ter r~,~~nt respansihl'e far dclivertng this message to the tnterlded recipfent, ]"~ are hereby natifted that rmy disremincrtton, . distribatit~n ter cnpyrng of this cammunicati©ns is strictly prahibiter~ If y+vu hove-recejved thr.~ cQmmuniGatian irz e~'rpr, please ~nat~ me i~mrtediately by rep~r ar &y telephrrne at ~(X1-7~i~-~77~5 arnd imn~edidte~y d~estray this faxed daGa~en~ - Pale 2 of 2 ~ ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: 154-18-5341 December 12, 2010 Account #: 0575270996 Type CD Open date: 1/24/2000 ~~ t~~e name of: Jeannette C Brett fate of Death Balance: $8,412.53 - lnt.(YTD) from 1/1/2010 to 11/30/2010 . ~. ;:rued interest to date of death: $11.54 Other Info: Closed 1 /31 /11 Sovereign Bank Jeannette C Brett $291.20 Page 1 of 1 LISTENING IS JUST THE BEGINNING.`'"' February 15, 2011 Bangs Law Office 429 South 18t1i Street Camp Hill, PA 17011 Dear Mr. Bangs, RE: Jeannette C. Brett, deceased December 12, 2010 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 022-0245638 $5,883.62 $112.16 3.05% 3/30/06 4/30/08 4/30/11 * Titled in her name alone 523-0016912 $5,000.00 $68.97 2.37% 5/15/97 5/15/09 5/15/12 * Titled in her name alone If you have any other gl~estions, please .feel free to contact me at (717) 291-2,436. Sincerely, ~~ Joshua A. Groff Credit Confirmation Processor a '~z M !1 9 x ~w a ~' ~: !i ~ ~:rv^ ~p~. .~1r3 .~ p S , ~°~ ~ F: ?~~~:~,s ~'~ ~~ 7. ^1~ ~ F~~ ~i r ~J i'~t ;.^c `~ ~ . , ,.~ ~.'~ t,. ~ t , ~ ~, t ~' l a ^? Y ` ~F 6~1 ~~y r~~.., ~. a 1, 4 i L 1 . ,. ~ .~~ ~g 1r+gl A ~. '~:t~'+ 454+ "'4 {~,Mz Y~ '~ ~ , ~ "~ + , '3.1 ^e ~ 0 9'~°Y ~. tai iG J .,~5$.,a., ,~r ~, r ., :: v,_5 ,~.~ ~, .. `.. ~ _ ', ^ry~ y 'g ~t~ Fi~.'~.kiA4~t^. ?~~ .tii '.:a~i £' .. ~.3J •t..< t~ e1r `~ .•.+1~~~~~ ?i„t,. f:: 3 ~ of i.a e.. ~,. . 1.800.FULTON.4 fultonbank.com Fulton Bank, N.A. Member FDIC. Member of the Fulton Financial Family. MEMBERS 1St FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 343079-00 Date Account Established 11/13/2008 Principal Balance at Date of Death $13.55 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $13.55 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 343079-41 343079-43 Date Account Established 11/13/2008 03/02/2010* Principal Balance at Date of Death $63,086.84 $24,805.68 Accrued Interest to Date of Death $24.53 $13.01 Total Principal and Accrued Interest $63,111.37 $24,818.69 Name of Joint Owner None None *Opened by Transfer of funds from 343079-00 BERS 1ST FEDE L CREDIT UNION ~~.~~-- Danielle A. Kline Lending Insurance Support Specialist February 2, 2011 Estate of: JEANNETTE BRETT Date of Death: 12/12/2010 Social Security Number: 154-18-5341 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wtivwmemberslst.org i i -~1~ - 1 ~ . ....~.~t~~ tll ~~~ C~~e ~~~m~ ~ ~ n ~ ~ ~~ v . +~ ~ OF ~ ~~ JEANNE~'TE C. BRETT ~ ~~ 3 r F i .. I, JEANNETTE C. BRETT, of the Borough of New Cumberland, Cumberland County, F k Pennsylvania, do make, publish and declare this to be my Last ~~'ili any Testament, hereby re.~akirg and making void any and all former Wills made by me. ~. i ARTICLE I I direct my Executor to pay all the expenses of my last illness, o~ my funeral and burial and of the administration of my estate as soon as practical after my decease. ARTICLE II i I direct my Executor to pay all inheritance, transfer, state and similar taxes (including interest and penalties) assessed or payable by reason of my death on any property or interest in property which is included in my estate for the purpose of computing taxes. My Executor shall nut require any beneficiary i under this Will to reimburse my estate for taxes paid on property passing under the terms of this Will. 9 ARTICLE III I bequeath my automobiles, household and personal effects and other tangible property of a like nature (not including cash and securities) together with any existing insurance thereon, to my husband, Thomas M. Brett, provided he shall survive me by thirty (30) days. Should my husband, Thomas M. Brett, predecease me or die on or before the thirtieth (30th) day following my death, I bequeath such items of ~.. tangible personalty and the insurance thereon, to my children, Jeannette K. Hafey, Patricia M. Gallagher, _~ _ - - „. Shirley T. Spangler, and Thoma,~ 111. Brett, Jr., to be divided between tl~~.; ;n by my Executor in as nearly equal shares as practical. ARTICLE IV I give, devise and bequeath all the rest, residue and remainder c~ ' my estate of every nature and wherever situate, to my husband, `T'homas M. Brett, provided he survive~~~ ~-:~e by thirty (30) days. Should my husband, Thomas M. Brett, predecease me or die on or before the ?:::~~~tieth (30th) day following my death, I give, devise anti bequeath all the rest, residue and remainder c~> :ny estate of every nature and wherever situate, to my four (4) children, Jeannette K. Hafey, Patricia M Gallagher, Shirley T. Spangler, and Thomas M. Brett, Jr., in equal shares. Should any such child predece:; ~:e me, then his or her share shall pass per stirpes to any issue of that child, in equal shares. If that child r a no living issue, the portion of my estate otherwise reserved for that child shall be distributed to their sur .•iving spouse provided my child and his/her spouse were living together and married at the time of my chTd's death. ARTICLE V I nominate and appoint m;r husband, Thomas M. Brett, as Ex=; ~: ~:tor of this ;pry Last Will and Testament, and require that said E~~ecutor serve without bond. In the eves;:: ;.hat the above named Executor shall, for any reason, fail to qualify, or having qualified, fail to complete: ~.he administration of my estate, I nominate and appoint Jeannette K. Hafey as Executrix of this my Last ~%~` it l and Testament. Should both of the above named persons, fail to qualify or cease to act as my Executri;~:. I nominate and appoint Patricia M. Gallagher as my Executrix. Should Patricia M. Gallagher fail to qualifi;5, e;r cease to act as my Executrix, I appoint Shirley T. Spangler as my Executrix. Should Shirley T. Spang,er fail to act or cease to qualify as my Executrix, I appoint Thomas M. Brett, Jr., as my Executor. ARTICLE VI Should any person hereunder entitled to a share of my estate not ha ~e attained the age of twenty-one (21) years at the time of distribution to him or her, I devise and bequeath s::~;d share to their surviving parent or legal guardian, IN SEPARATE TRUST, for the benefit of said child. ~ The purpose of said trust is to ensure an adequate level of incoma, support, maintenance and education ~ including trade school and college education, both graduate and undergraduate) for said beneficiary. To :,,yet this purpo.:e, I empower the Trustee to distribute, or not to distribute, all or part of the income and t~} invade all or part of the principal as the Trustee in its sole and absolute discretion may deem to be ~~ cessary or appropriate for such beneficiary's support and education. The Trustee shall have the power `*,.~a manage, invest, and reinvest the assets of the trust estate, to collect the income therefrom and to apply sc much or all of the net income and principal thereof as set forth above. Any net income not so applied shall k~e added to the corpus of the trust and held, administered, and di~pc.~sed of as a part thereof. Any princip4~ or income not so used or applied shall be distributed to the benei~ciary absolutely when he or she attains a~ age of twenty-one (21) years. If he or she dies before attaining the age of twenty-one (21) years, the trust shall terminate and the remaining principal and any accumulated income shall be distributed to his personal representative. ARTICLE VII Should the principal of any trust herein provided for be or lKcome too small in the Trustee's discretion, so as to make establishment or continuance of the trust i~:idvisable, the Trustee may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the beneficiary. If the beneficiary is then a minor, distribution may ,,`,rv made to the surviving parent or guardian of said child. Upon such termination, the rights of all pers.:=ns who might otherwise have an interest as succeeding income beneficiary remainder shall cease. ARTICLE VIII I direct that the interest of the beneficiaries named hereunder shill not be subject to anticipation, or to voluntary or involuntary alienation. ARTICLE IX I direct that any trustee, or their successor, shall not be req~: ~rwd to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this ~ ~~ day of '~~~ ,~„~~...,~, ~ , 1992. w ~~ ;~ _ ; , :r ~~ ~ -' ~'~ C' ,,~'.~~ ~ ~ .__ (SEAL) Jeannette C. Brett. 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. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : :ss: COUNTY OF CUMBERLAND I, JEANNETTE C. BRETT, Testatrix, whose name is signed t~:• the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I sig~t~;d and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed :t ~~s my free and voluntary act for the purposes therein expressed. __ ,. . ~~,._,~ r , ~~ , A'~~_...~.. ~ "~ .~" ,` Jeannett4 ~~. Brett Sworn or affirmed to azrd acknowledged before me, by Jeannette. ~~~. Brett, the Testatrix, this ~~;? tia day of ~o ~~„~,~~~ , 1992. `~, r., t~Mary Ptibli __._.__ --. _.. ..-- ---• ~O~ARCA~ :~~ 1 L~~'C ~t ~k;RC). 1~1~ Eit R 1 ':j E';) ~ .,__.._._.V__..... _.._._.._._.__._..._ ...._ .. _. .._._.___...b AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA :ss: COUNTY OF CUMBERLAND We, '~'~ .r.~....~ ...~-~~~ .~ ~-~ and `~.~.~ ~~.... ~;... ~y_ ~ ,~.~...~~.~, the witnesses <. whose names are signed to the foregoing ins rument, being duly qualifie~:l according to law, do depose and sey that we were present and saw the Testatrix sign and execute the foregoing instrument as her Last Will and Testament; that she 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 os~ the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time at least 18 years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed to and subscribed to before me by~c~l ,.~..~~~. ~. ~''~~ and ~ ~~~~ ~~ ~,,.,~:~. ~ ~ ~~.. ,witnesses, this ~l ~.,, ~,,,.` 1992. _ , 4 ~, r \ ... Y ~,~,, ~ Notary Pul~l'ic _...__v.__. __ __- ?4Y t il`~lr~i~` ~t'. ;n;sj ~ +~~':l ~' iCl"i~{, _, ~ (nn~trtl ` ~~ +r~st mill ttnd ~estttment OF ' JEANNETTE C. BRETT -' -~ I, JEANNETTE C. B1~2ETT, of New Cumberland, Cumberland County,: Pennsylvania, being of sound and disposing mind, memory and understanding, ~v hereby make, publish and declare this to be the sole Co~~icil to my Last Will and Testament c'~ted March 29, .1992. ITEM I: I hereby revoke Article V of my Will and in I~~:u thereof provide as follows: ARTICLE V I name, constitute and appoint my husband, THOMAS f\~: k3RETT, as Executor of this. my Last Will and Testament, and require that said Executor se ,~e without bond. Should my husband, THOMAS M. BRETT, be unable to serve or cease to ~~;~~ act, I name, constitute and appoint my children, SHIRLEY T. SPANGLER and THOMAS M..:~.RETT, JR., as Co-Executors of this my Last Will and Testament, and require that both Executa~ ~~ serve without bond. ITEM II: In all o~~her respects, I hereby ratify, confi~:7~ and republi~i~ my Last Wiff and Testament dated March ~0, 1992. ~ <<- /N W/TNESS WHEREOF, I have hereunto set my hand and seal the _ ~ ~ ~ day of ~ ~ j Ct ~h. c.:~G~L-- , 1998. ~--- ~'~`'~- (SEAL) EANNETTE (:. BRETT Signed, sealed, published and declared by the above-named Testatrix, as and for her sole Codicil to her Will dated March 20, 1992, 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. ~' t~ ~ / ~~ ACKNOWLEDGMENT I, COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND We, JEANNETTE C. BRETT, i u ~ ~ ~ ~ ~C ~ ~ and S~e ~, ~ the Te~~t,:~~rix and i~he witnesses, respectively, whose names ar~~ signed to the attached or foregoing instrument, dieing first duly sworn, do hereby declare to th,~ undersigned authority that the Tesrt~~trix signed and executed the ~ instrument as the Codicil to her Last Will and that she had signed will`',igly and that ~~he executed it as her free and voluntary act for the purposes therein expressed, ialrtd that: each of the witnesses, ~ in the presence and hearing of the Testatrix, signed the sole Codici'. t~ her 'Will as ~..~r?tness and that to the best of his/her knowledge the Testatrix was at that time eig~~~en years of age or older, of sound mind and under no constraint or undue influence. EANNETT .,. BRE ~~ itne " ~' / Witness ~ ubscribed, sworn to and acknowledged before me by JEA: ;'!~lETTE C. BRETT, Testatrix, and ( d ~~~ C " ~ ~ and ~~~5~'P Ili ~,~~~.~ witnesses, this 1 ~* day of I'~l~,~ch . ~~ 998.. Notarial Seal ~ c1,7~ rr'~. ~ ~ ~ Darla C. Parmer, Notary Public ~- Lemoyne eoro, Curnberlend County Notary Public :107853 MY Commission Expires Dec. 29, 2041 Mwmb~r, ~nn~syrvi~nl~ pig tAl; ~ ar~aa ENT pRY Y~V ANIA INV -~, PENNs covN CUMBERLAND _----- R OF WILLg OF REGIgTE 21-11-120 File Number LTH pF pENNSYbvAN1A } SS cOMMpNWEA Berland covN~ of Cum nee C• Brett erever ~.~ ersonal assets ! ite e ~_~~, all of the p laced oPP°s ~ ~' Brett Jr. Jean Thomas M• s of the Estate of inventory include valuafj~ p d no re~l,,~state-+ ~ resentativeO ecedent, that the = - ~, personal Rep in the follow-ng that Decedent~~ inventor~,~ $_: _ Baring ~ death, and at the end . ^;.'~ ~~ that the items ap alth of PennsylvaneCedent s randum r- ose(s) and saY~s). Commonwe of the d in a mew . as of the date ~ ~ ~%' deceased, dep t that which~'s ~'~ to and all of the real estate ~n t e . e resents its fair vlvlan'-a excep ; ~ _ ~,~ situa p - ~ --~ ~ -; ~ . of said inventory ~~. ~~ ealth of Penns item of the Commonw ade in this Inven- M• Brett Jr. -~" ~; outside Thomas ~, ~~ .._.. statements m state ,~,~ ~ ~.~~ ~,~ I verify that the ~ - and correct. l understand t entalties of --~ ~'~h tory are true subject to the p } '~ relating to unsworn falsification to ments herein 4904 ade 18 Pa.C~s~ § 4126 authorities. (Supreme Court ~~~• No.) __~ orney -- (Name) Michael L. Bangs Att (Firm) Cam H-11 PA 1 gth Street __~_ (Address) 429 South 10 DECEDENT'S SOC. SEC. N0. (Telephone) 7171730 73 154-18-5341 ~p,ST RESIDENCE 824 Lisbur PAo17011 Cam Hill DATE OF DEATH 1211212010 FIGURES MUST BE TOTALED 248,944.E .............. ..,.......... 104,337 Cash ................... ......................... ................. Personal Property ................. ......... ........................... kslListed..•••••••••••• •••••""" Stoc ........................................ Closely Held .................. ............. Stocksl ••••••••"' ........... ................. Bonds........... rietorships .................................... Sole Prop •...... partnerships and .................... es and Notes Receivable .................... ................ ... Mortgag ............... ................. •• 353,2- All Other Property ................... .. .............. Total Personal Prope~y•••••""""•'•••••••• ..................... Total Real Property .................. 35 ........ • I and Real Property ................ Total Persona - at the election of the personal representative include the ~ ` eal estate outside the ComomtheWtotal of helnventory~ (See 20 Pa. C.S. § 3301(b)) NOTE: The Memorandum of r item, but such figures should not be extended in Fnrm RW-09 Rev. to-t3-loos