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HomeMy WebLinkAbout03-01-12J 1505611188 REV-1500 EX (02-„)(FI) PA Departmentof Revenue penn3yivanla OFFICIAL USE ONLY Bureau oflndividualTaxes County Code Year Po Box z8oso, INHERITANCE TAX RETURN File Number Harrisburg, pA ,7,28_080, RESIDENT DECEDENT 21 11 ENTER DECEDENT INFORMATION BELOW 10 7 4 Social Security Number Date of Death MMDDYYW Date of Birth 206324855 MMDDYYYY 09 28 2011 12 31 1915 Decedent's Last Name Suffix Decedent's Frst Name Dietz MI Idella B (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Frst Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return Cl 2. Supplemental Retum L~ 3. Rernainder Return (Date cf Death D 4. Limited Estate Prior to 12-13-82) O 4a. Future Interest Compromise (date of C~ 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Livin Trust (Attach Copy of Will) (Attach Copy of Trust) g 8. Total Number of Safe Deposit Boxes O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) C] 11. Election to Tax under Sec. 9113(A) CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name John E. S l i k e, Daytime Telephone Number Esquire 717 612 5800 REGISTER OF WILLS US' E pNLY r , ~ Frst Line of Address _ _ C~ n ".~ T.., Saidis, Sullivan & Rogers 17~ 7 .7 -, r ~ ,. ~'~i' . Second Line of Address __ F' ~ 111 I f.,, _' L ; `~~ '~7 , _.,, t. - 635 North 12th Street, Suite 400 , ~~"-`-~ ~"' City or Post Office State ZIP Code '' ;-, ` YDATIE FILED °'~~ ' • Lemoyne P A ; - ~" ~--- ~' r_ 17 0 4 3 ;~_ -~ Correspondent's a-mail address: ~Sllke ssr-attorneys.com Under penalties of perjury, I declarethat I have examined this return, includingaccompanyingschedules and statements, and to the bestof my knowled it is true, correctand complete. Declaration of the preparer other than personal representative i e and b l b s ased on all informatio SIGNATURE OF PE~.RSON RESPONSIBLE F FILING RETURN g e ief, n of which preparer has any knowledge. ~ DATE 4DDRESS 55 Ne to Trail -L. `~ 'Z Medford Lakes, NJ 0$055 iIGNA TUREOFPREP ROT R,~HAN6tEPRESENTATIVE ~ ` q.,++~l,n ~L„{f 1 PATE """°" X35 N 12th Street Suite 400 S '~I y ~ ''// , Lemoyne, PA 17043 . PLEASE USE ORIGINAL FORM ONLY 1505611188 Side 1 1505611188 1505611288 Rev-1500 EX (FI) Decedent's Name: Idella B Dietz Decedent's Social Security Number 206324855 RECAPITULATION 1. Real Estate (Schedule A) ... .................................... .. 1. 0•DO 2. Stocks and Bonds (Schedule B) ............ ...................... .. 2. 64,621.53 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... .. 3• 0.00 4. Mortgages and Notes Receivable (Schedule D) ......... .............. . . q• 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ..... .. 5. 58,060.32 6. Jointly Owned Property (Schedule F) D Separate Billing Requested .... 7. Inter-Vivos Transfers & Miscella . 6. 15 9 ,10 5 • 12 neous Non-Probate Property (Schedule G) [~ Separate Billing Requested ..... . ~~ 148,410.56 8. Total Gross Assets (total Lines 1 through 7) ........ ....... . •~~~~•••••• • 8. 430,197.53 9. Funeral Expenses and Administrative Costs (Schedule H) ...... . ••~••••~~~ ~ 9. 20,306.72 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ . 10. 6,837.09 11. Total Deductions (total Lines 9 a d 1 n 0) ........................ . . • • • . 11. 27,143.81 12. Net Value of Estate (Line 8 minus Line 11) ................ . •••••~~•~~. 13 C .12. 403,053.72 . haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....... ................ 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14. ., 403 053.72 TAX CALCULATION -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 D • D D 16. Amount of Line 14 taxable 15. D • D 0 at lineal rate X .045 4 0 3, 0 5 3. 7 2 17. Amount of Line 14 taxable y 6 18 ,13 7 • 4 2 at sibling rate X .12 0 • 0 0 18. Amount of Line 14 taxable 1 ~~ 0 • D 0 at collateral rate X .15 0 , 0 0 18. 0.00 19. TAX DUE ........... ......................................... 1s. 18,137.42 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 1505611288 1505611288 J Rev-1500 IX (FI) Page 3 File Number Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (1) 18137.42 A. Prior Payments 16, 000.00 B. Discount 842.08 Total Credits (A + B) (2) 16 842.08 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) 0.00 Fill in oval on Page 2, Llne 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1, 295.34 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: a. retain the use or income of the property transferred Yes No b. retain the right to designate who shall use the property transferred or its income ^ c. retain a reversionary interest ~ ' ' ' ' ' ' ' ' ' • • • • • ^ ............................... d. receive the promise for life of either payments, benefits or care? ^ ........ ................... 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? .. ^ 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 survivin souse is 3 percent [72 P.S. Sect. 9116(a)(1.1)(i)]. 9 P 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. Sect. 9116(a)(1.1)(ii)]. The statue 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. Sect. 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. Sect. 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. Sect. 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. Decedent's Complete Addrecc- REV -1503 EX+(8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Idella B. Dietz FILE NUMBER _.. 71 11 ~n~w REV-1508 EX+(11-10) i~ Pennsylvania` IMF. Nh y17N.FN3'(7S Ht V~Ni)F: INHERITANCETAX RETURN RESIDENTDECEDENT FCTATC nr. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Idella B. ~letZ FILE NUMBER: Include the proceeds of litigation and the date the proceeds were received by the estate1074 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1 PNC Bank Checking Account OF DEATH Per 11/14/11 letter 41,326.82 Interest on above item accrued as of decedent's death 2 Sovereign Bank Checking Account 2891100190 0.12 Per statement 9,304.66 3 Sovereign Bank Savings Account 354001067 Per statement 7,349.07 4 Carlisle Regional Medical Center Refund 5 Cumberland Crossing Refund 14.65 65.00 TOTAL (Also enter on line 5, Recapitulation) 58, 060.32 If more space is needed, insert additional sheets of the same size REV-1509 EX+(07-10) pennsylvarria nk NnHrrS F:!ur c.~ >;t a~~rvu~: INH ERITANCE TAX R ETURN RESIDENTDECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY Idella B. Dietz If an asset became jointly owned within one year of the decedent's date of SURVIVING JOINT TENANT(S) NAME(S) ADDRESS A. Virginia L. Chappell 55 Neeta Trail Medford Lakes, NJ 08055 a. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY. INCLUDE NAME OF FINANCIAL ITEM FOR JOINT MADE INSTITUTION AND BANKACCTNUMBERORSIMILARIDENTIFYING NUM. TENANT JOINT NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. 1 A 3/19/08 Walnut Street Securities 5W8913076 joint with Decedent's daughter, Virginia Chappell (made joint 03/19/08) Total value $318,210.24 Per statement FILE NUMBER: 21111074 it must be reported on Schedule G. RELATIONSHIP TO DECEDENT Daughter DATE OF D EATH VALUE~r 318,210.24 %OF DATE OF D DECD'S VALUE OF INTEREST DECEDENTS INTEREST 10.000 159,105.12 TOTAL (Also enter on Line 6, Recapitulation 159,105.12 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+(08-09) Pennsylvania lif I+AK1±gc~Ni ()f Rt ~~N~., F INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF Idella B. Dietz FILE NUMBER This schedule must be completed and filed if the ans wer to any of questions 1 through 4on page three of the REV-1 00 isly1s 1074 ITEM INCLUDENAMEOFETRANSFEIROEEOEPR ONSH PTODECEDENT& DATE OF DEATH %OFDECD'S NUM DATE OF TRANSFER. ATTACHCOPYOFDEEDFORREALESTATE VALUE OF ASSET INTEREST EXCLUSION (IFAppLICABLE) TVALUEE 1 Northeast Investors Trust account 118036 joint with Decedent's daughter, Virginia Chappell- madejoint 05/09/11 Total value $5,479.78 ' Per statement Total value of this asset included minus $3,000 exclusion since transferred with in 1 year of date of death 2 Hartford Contract Number 210251104 Beneficiary: Virginia L. Chappell Per 11/7/11 letter 3 (John Hancock Contract SD2005217 Beneficiary: Virginia Chappell 5, 479.781 100 I 3, OOO.OO I 2, 479.78 58, 347.981 100 I I 58, 347.98 87, 582.801 100 I I 87, 582.80 TOTAL (Also enter on Line 7, Recapitulation) If more space is needed, use additional sheets of paper of the same size. 14$,410.56 REV-1511 EX+(10-09) Pennsylvania I)4 uAH7 M(N7'i)t Rz V'NU": INHERITANCETAX RETURN RESIDENT DECEDENT v~n~G yr Idella B. Dietz ITEM A FUNERAL EXPENSES: See schedule attached SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE NUMBER Decedent's debts must be reported on Schedule I. 21 11 1074 DESCRIPTION 14,124.84 B. ADMINISTRATIVE COSTS: ~ • Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: ~- 2. Attorney Fees 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• Probate Fees: 5~ Accountant Fees: 6• Tax Return Preparer Fees: See schedule attached 5,000.00 338.50 843.38 TOTAL (Also enter on Line 9, Recapitulation) If more space is needed, use additional sheets of paper of the same size. 20,306.72 Estate of: Idella B. Dietz Page 2 21 11 1074 Schedule H, Part A -Funeral Expenses Item Number --- Descri tion 1 Virginia Chappell, reimbursement for funeral expenses Amount $700 grave 2,331.00 $437 stone $200 bagpiper $994 Rillos, luncheon 2 Myers-Harner Funeral Home 11, 567.00 3 George's Flowers 226.84 TOTAL. (Carry forward to main schedule) ..... . 14,124.84 Estate of: Idella B. Dietz Page 3 21 11 1074 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number ~- Descri tion 7 Cumberland County Register of Wlls, filing fee Amount 30.00 8 Saidis, Sullivan & Rogers, reserve for out of pocket expenses 100.00 9 Saidis, Sullivan & Rogers, out of pocket expenses 75.00 10 Masland & Garrick, assistance with transfer of investments 462.50 11 Saidis, Sullivan & Rogers, out of pocket expenses 174.33 12 Saidis, Sullivan & Rogers, out of pocket expenses 1.55 TOTAL. (Carry forward to main schedule) ..... . 843.38 REV-1512 EX+(12-08) i, pennsylvania IiV F'Ap7YAE NT OM Kt V'i Nii£'. INHERITANCETAX RETURN RESIDENTDECEDENT FCTATC nr SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Idella B. Dietz Report dPt,r~ L,........., _ _.. __ .,, „~,~„~,,, pr,or to aeath that remains ITEM 1MBER DESCRIF 1 Carlisle Medical Center 2 Cumberland Crossing Retirement Center 3 Spirit Physician Services 4 FIA, credit card payment 5 Continuing Care, prescriptions 6 Cumberland Crossing, room charges 7 Cumberland Goodwill Fire Rescue 8 FIA Card Services, credit card 9 Darryl Guistwite DO FILE NUMBER 21 11 1074 at the date of death, including unreimbursed medical expenses. VALUE AT DATE OF DEATH 14.65 4, 634.03 95.88 674.82 177.00 962.37 84.20 162.90 31.24 TOTAL (Also enter on Line 10, Recapitulation) If more space is needed, insert additional sheets of the same size. 6,837.09 REV-1513 EX+(oi-io) Pennsylvania ~~~Nh~,.,~v~ ~~, ~}~.N„t SCHEDULE J INHERITANCETAX RETURN BENEFICIARIES RESIDENTDECEDENT FSTATt nr. Idella B. Dietz NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERT I TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfer; under Sec. 91 ~ ri(a)(1.2).] Virginia L. Chappell 55 Neeta Trail Medford Lakes, NJ 08055 Kristi L. Malik 53 Syosset Trail Medford Lakes, NJ 08055 William S. Chappell 27 Mill Street Medford, NJ 08055 FILE NUMBER: 21 11 1074 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trust s OF ESTATE 383, 946.12 daughter I 9,553.80 Grandson I 9,553.80 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUG 118 OF REV-1500 COVER SH EET, ASIAPPROPRIATE. zz NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. If more space is needed, use additional sheets of paper of the same size. CODICIL OF IDELLA BERNIECE DIETZ also known as Berniece B. Dietz SAIDIS SHUFf; FLOWER & LINDSAI' :Ti'f0ltldP-~ 1, '109 ~1arleet Su~ect c,,~),~, u~u, i~~ L IDELLA BERI~TIECE DIETZ, also known as Beiniece B. Dietz, of South Mi I ddleton Township, Cumberland County, Pennsylvania, the within named Testatrix, do her eb} make and publish this Codicil of my Last Will and Testament dated April 27, ?001. ~ I• I hereby revoke Paragraph IV of my said Wi11 and substitute the follow ing: j IV• Should my said husband fail to be living on the sixty-first (61s` da - ~ ) ~ following my death, then I devise and bequeath all of my estate of whatever nattu-e and wherever situate as follows: a• I devise and bequeath 80% of the residue of my estate unto my daughter, VIRGINIA LYNN CHpppELL, or if she is deceased, to her issue er sti P rpes. b. I devise and bequeath 10% of the residue to my granddaughter, KRISTI LYI\)N MALIK, and 10% to my grandson, SCOTT W. CHAppELL, or if either or them is deceased, to their issue per stirpes. ~• I have intentionally made no provision for my beloved daughter, BARI3ARA JANE DIETZ, not tlu-ough lack of love and affection, but because I feel that a gift to her would serve no practical purpose. II. In all other respects, I hereby ratify, confine, and republish the remain ~ r n~ovisions of my Last Will and Testament dated April 27, 2001. 1ii~g Initials IN WITNESS WHEREOF, I, Idella Berniece Dietz, also known as Berniece B. Dietz, have hereunto set my hand and seal to this Codicil to my Last Will and Testament this ~+-r-= `' ~~ ~ day of ~;~ , ~ . ~ , 200 ~•. %~ ,~ t-<:.:.-: ~~ ".`~~'J ~ C. -~` SEAL) IDELLA BERNIECE DIE.~'Z also known as Berniece Dietz SAIDIS SHUPF, FLOWER & LINDSAY ~~-rokar.~~s•n~r ~t.nu~ io~~ n~~,~~~,~~ ~««~ c,,~~,~, iun~ inn Signed, sealed, published and declared b}~ IDELLA BERNIECE DIETZ, also lu~own as Berniece B. Dietz, herein named, as and for a Codicil to her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of said Testatrix and of each other. r' ADDRES S t d ~,.. E< ,.v: ~>~ ~-... ADDRESS ~ ~ ---j- ~~,r 1s ~ ~ 1 '1~t~ ~ i r~ COMMONU'EALTH OF PENNSYLVANLA SS. COUNTY OF CUMBERLAND We, IDELLA BERNIECE DIETZ, also known as Berniece B. Dietz, ~:=.; ~`~, ,~ ~ ,~ ~ 1 ~~~, -~r _ , ~ >_ . ,and . ! L~ ~r~ ~ - ~ /~ ~~ ,the Testatrix and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instnument as her Codicil and that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed. and that each of the witnesses, in the presence and hearing of the Testatrix; signed the Codicil as witness and that to the best of their knowledge the Testatrix was at the time 18 or more years of age; of sound mind and under no constraint or undue influence. r IDELLA BERNIECE DIETZ also known as Berniece B. Diet ~' ~~VEE ~ (~ l~l ~a~. ~~ Y~' r~\r Witness ~ Witness SAIDIS SNUFF, PLO~~EK & LINDSAY 7.109 ~11ar6et Streci c,~,,,h Bill, inn Subscribed, sworn to and acknowledged before me by IDELLA BERNIECE DIETZ, also known as Benliece B. Deitz, the Testatrix, and subscribed to and sworn or affirmed to r _ ~ -- . ~' ~. before me by j-fi%~t'r l_~ ~c u~ ~~ and ~.~ U l~ ~,-f /~' ,.1~~k:-: ~, 1 witnesses, this ~~ ~~~ day of .,,,fit-°:~~ C,; ~i ~~ , 200 lr . Qi otary Public OOMMONWEALTH OF PENNSYLVANIA Notarial Seal Sara J. Ensinger, Notary Public Carlisle Boro, Cumberland County My Commi ;sion Expires Oct. i', 2009 Member, Pennsylvania Association of Notaries LAST WILL AND TESTAMENT OF IDELLA BERNIECE DIETZ also known as Berniece B. Dietz ~ I, IDELLA BERNIECE DIETZ also known as Berniece B. Dietz of the Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and i I ~ Testament, hereby revoking any will previously made by me. I. I direct the payment of all my just debts and funeral expenses out of my estate ~~ as soon as may be practical after my death. I II. I bequeath certain items of my tangible personal property, not including cash I and securities, in accordance with a written list made by me during my lifetime. In absence of a list or designation on such a list, I direct that my Executor hereinafter named distribute my I household goods and personal effects as she or they shall, in their discretion, determine. i III, I devise and bequeath all the rest, residue and remainder of my estate of what- ever nature and wherever situate unto my husband, DAVID STONER DIETZ, also known as D. Stoner Dietz, providing he survives me by sixty (60) days. , IV. Should my said husband fail to be living on the sixty-first (61S`) day following my death, then. I devise and bequeath ali of my estaie of whatever nature and wherever situate i as follows: a. I devise and bequeath 75% of the residue of my estate unto my daughter, SAIDIS ~, Sl-IUFF FLOWER &LII~iDSAY VIRGINIA LYNN CHAPPELL, or if she is deceased, to her issue per stirpes. ATR7RNtl'ti•AT•lAW 2109 Market Street ~ ~dG ~_~~.; :_'~i:~ ~-''''If~ rr~~ Cemp Hill, PA ~ r ~., ,_ ,1''~, ~`~ ~_~_~~ ~~J .. _ .. _ J Ii ,:L ,. ., _, b. I bequeath 5% of the residue to my granddaughter, KRISTI LYNN MALIK, and ~% to my grandson, SCOTT W. CHAPPELL, or if either of them is deceased, to their issue per stlrpes. c. I devise and bequeath the remaining 15% of my estate to be divided equally among the following named grandchildren, DAVID L. DIETZ, MARY LYNN KURTZ, REBECCA DIETZ HULL and great grandson, CHRISTOPHER DIETZ, or if any of them is deceased, to his or her issue per stirpes. d. I have intentionally made no provision for my beloved daughter, BARBARA JANE DIETZ, not through lack of love and affection, but because I feel that a gift to her would serve no practical purpose. V. I appoint my daughter, VIRGINIA LYNN CHAPPELL, guardian of any property which passes under this Will or otherwise to a minor or an incompetent and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principle as well as income from time to time for the minor's education and support or to make payment for those purposes without further responsibility to the minor or to any person taking care of the minor. The said guardianship shall terminate as to each beneficiary when he or she reaches the age of 21 years, if a minor, or when declared competent, if an incompetent. VI. All taxes that may be assessed in consequence of my death of whatever nature SAIDIS SH~UFF~FLO~ R A7lUNNEI'S•A'i•lAW 2109 Market Street Camp Hill, PA and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate and my personal representative shall have the absolute power ir. 2 ~~ ~~ his or her discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. VII. I appoint my husband, D. STONER DIETZ Executor of this, my Last Will and Testament. Should my said husband fail to qualify or cease to act as such, then I appoint my daughter, VIRGINIA L. CHAPPELL, to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ,;~. 7 day of Q'.'-~- " ~ , 2CC1, r-.. j ~~ , IDELLA BERNIECE DIETZ, also known as Berniece B. Die SAIDIS S & LI~1D~S~ R ATIORNEYS•AT•UN' 2109 Market Street Camp Hill, PA Signed, sealed, published and declared by IDELLA BERNIECE DIETZ also known as Berniece B. Dietz, herein named, on this and three (3) other sheets of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presenc ~f each other, have hereunto subscribed our names as attesting witnesses. Name r'% Address _, Name ~ i .,~ ~,~`~- ~ ~; ,~ w ~ ~ • ~ hu ~~ f Address 3 COMMONWEALTH OF PENNSYLY'ANIA COU7ti'TY OF CUMBERLAND } WE, the undersigned; the Testatrix and the witnesses, respectively, whose names are signed to the 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 Testament and that she signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the will as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constrain or undue influence. ~~ ~ ~1 _ _ Gtr-=tc IDELLA ERNIECE DIETZ also known as'Berniece-B. Dietz, Test rix ,., ~, _.__. '~ C1-'Z -'-' Witness Witness Subscribed, sworn to and acknowledged be, e ,~y the Tes~ r~ , a subscribed and sworn to before me by both witnesses, this ~~~ day of %' -~/~~ , 2001. SAIDIS SNUFF FLOWER & L~IDSAY ATNRNEYS•AT•L1W 2109 Market Street Camp Hill, PA 4 it,~,......_......_~•.-°-~oiarial Seal .....~.a- i ::,tacy L. Frick, Notary Public Gas; F~ennshoro Twp., Cumberland County i~41~ ^omr~issian Cxpires Jan. 12, 2004 CO(~4MONWEA-I F-. OF PENNSV'LVANI:=. DcPARTMENT OF RcV ENUE BUREHU O"r INDIVIDU A! TAXES DEPT. 28060; HARRISBURG, PA 17125-0601 RECEIVED FROM: CHAPPELL VIRGINIA LYNN 55 NEETA TRAIL f~/IEDFORD LAKES, NJ 08055 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER ESTATE INFORMATION: ssN: 2os-32-4855 FILE NUMBER: 21 1 1-1074 DECEDENT NAME: DIETZ IDELLA BERNIECE DATE OF PAYMENT: 1 2/21 /201 1 POSTMARK DATE: 1 2/20/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 09/28/2011 AMOUNT 101 ~ S 16,000.00 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY SEAL CHECI<# 16000.00 INITIALS: CJ RECEIVED BY: REGISTER OF WILLS $1 6,000.00 GLENDA EARNER STRASBAUGH REV i 162 ~XI i 1-96' N0. CD 015376 TAXPAYER P.OV~'~ PRICc S~RVIC~S, INC. December 8, 2011 Cayle D Swindler Legal Assistant to John E Slike Saidis Sullivan & Rogers A Professional Corporation 635 North 12th Street Ste 400 Lemoyne PA 17043 Subject: The Estate of Berniece B. Dietz Dear Ms. Swindler: W'NV-d.TROVdEPRIC~.GOId: r .. 6u; ' , ~C_ _,alur;o~_ i.na;vian~ -- ~ _ 'anuers ivlir ':oac: . -.:9C.. Thank you for providing us with the documents that we requested. At this time, I am happy to furnish you with the information that you requested in your recent letter. Below is the account balance information for the account owned by the late Berniece B. Dietz as of September 28, 2011: Fund Name Account Shares Share p i Balance Accrued Dij~idends* Number r ce Spectrum Income 700085044-4 5,341.417 $12.05 $64,364.07 $257.46 *Accrued dividends shown are not anc~uaea an me nu~ar~ce sr~uwn. ~ccr ~eU u~ ~~~r,~~,~ ~~c, c reinvested nn September 30, 2011. Our records show that this account was established on September 7, 1990, and it was owned jointly with Mr. D. Stoner Dietz. INVEST WITH C O N F I D E N C E Es~ate Valuation Date of Death: 09/28/2011 Valua~ion Date: 09/28/2011 Processing Date: 12/12/2011 Shares Security or Par Cescription High/As}: Lo4~%Bid 5391.411 ROWS T PRICE SPECTRUM FD INC (79906106) INCOME FD Mutual Fund (as quoted by NASDAQ] Estate ef: Berniece b. ~iet_ Report Type: Date of Death. Number of Securi~ies: Eile ID: Diet _, Idella Berniece Estate Mean and/o~ .._ ~ and Int Secur.~.} Adjustments =._orua'_s Value 09/28/2011 12.05000 Mkt 12.050000 To~ai Value: Total Accrual: Total: 564,369.0% SO.OG 69.364.6, 569,364.0 Page 1 Ttis report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Sm.'. If you have quest_ons, please contact EVP Systems at (8181 313-6300 or www.evpsys.com, f.Revisior: x.1.0; .. - ~ ; r1 ~~ ` 1~; ~ ~~ ~i ~~' n ~~ t Fae!!iG THE 114iAY November 14, 2011 Cagle D Swindler Saidis Sullivan & Rogers 635 N 12~' St Ste 400 Lemoyne, PA 17043 RE: Bezniece B Dietz SSN: 206-32-4855 DOD: 09-28-2011 Dear Sir/Madarn: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checkiug Account Account # 5112011655 BERNIECE B DIETZ DOD balance: $ 41,326.82 + 0.12 accrued interest Interest paid Ol-O1-2011 thru 09-28-2011 $ 10.72 YTD Established: 09-D9-1997 Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch o$-ice. Sincerely, National Financial Services Center PN C Bank, N.A. Member FDIC This message is intended for the use of the individual or entity to which it is addressed and mug contain information that is privileged, conftdential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communications is strictly prohibited. If you have received this communication in error, please notify me immediately by reply or by telephone at 800-7b2-1775 and immediately destroy this faxed document. T _ 1 l ~ r'J''~~,,,y~r~ Service Fees -Itemized Date # Transactions ree Tota' MONTHLY MAINTENANCE FEE 10/21/1 i 1__ 10:00 ___ $10.OC FEES WAIVED 10/21/11 1 -10.00 - $10.OC Total $0,00 Account Activity Gate Description Additions Subtractions Balance 09-22 Beginning Balance .~.---.. $9.304.66 ~' ~ 1U-D4 PERSHING BROKERAGE 111003 $1,000.UO $~4.66 5W8-913076-1 PCD 10-D4 FIA ONLINE PYMT ONLINE PMT 111004 $674.82 59.629.84 CKF494742218POS _ _ 10-21 INTEREST CREDIT $0.08 $9.629.92 10-23 Ending Balance 55.62`?.9~ 1N CASE OF ERROKS OR QUESTIONS ABOUT YO UK ELI/CT'RONIC TRANSFEKS CA 1_L YC)UK CUS'I UMEFt SGKVICE CGN"fFK A"I ~I'I-II NUMBGIt SIIUWN C)!~' "fHF_ ~fUP OF YUUR S"l~A I~Mt=N`I UR U~IZITI_ "I U Tf~1 [;ANt. I~:)r DIBrr cntu~ Issues. Fc>r !vL ~_ ~rri le~.a 15`,IiLS: Sovtrci~m Bank So~erei~,n Banl: attn. Gard Disputes Team Attn_ Client {:elauons MAI MBi020; 10-4?I-Cl;i P U- Boy b~ 1002 P.O. BUX 12646 Bvsion MA 022H ~-100? READING,- PA 19612-2E~4i, Please contact us it you think pour statement or receipt is s~~rone or if you need additional mibnnation about a irans'fer on the statement of receipt VJe must hear 1i~om you nu later than 60 days after we sent you the F1RS'f statemem on which the error appeared. • 7-ell us vour name and account number. • Describe the error or the transfer that you are unsure about and e~nlain as clearh a~ vuu • ~I ell us the dollar amount of the suspected error- can why you believe there is an error or whc you need lusher uilbrmauon If you tell us oralb_ we mad require you to send your complains nr question ui v~~riune within 10 business days We will promPth investigate tl~e matter and call or write to you with an answer within 10 husmess da~•s (10 calendar days in M~sachusetts; ll we need more time. we may lake up to 45 days to investieate vour complaint or question. If we do. we will credit your account within this 10 day period 1br the amour! you thinl, is in error. so you will have the use of the numev durmF the time it takes us to complete our investiaaliun. II we asl, you to put vour amrplnini or quesUOn in writing and we do not receive ii tivithin 10 husmess days. vn-e may choose nog to credit vou~~accoruu. For errors involving nee+ accounts. point n1 sale purchases or foreign transactions. we may take up to 90 days to investigate vour complaint or question- Fos nc~~ accounts. we ma. take up to 2U business days to credit vour account for the amount vuu lhinh is in error. VJe v,~ill tell you the results of our investigation within ~ business days alter completing our investigation. 11 we decide there was nu error. we will send you a ~+~ritten e.~planation. Yuu urn ash fur copies ul the docunienls we used in our inves~igalion Important information about your $ovcrci~n Uebit Gard The networks throats*h which some of vr~ur Sovereign Debit Card purchases are processed have heeun allowing merchants u. process vour purchaser, withou( either a signature or a YIN. If`vou are not iequircd to enter vour YIN vvhcn vuu make a purchase your purchase may he processed either throu~~l~ the \ isn nelworh or through the STAR or NICE neil~uik>, If uwr purchase is processed lhioueh Sl AK of Nl'CE. diflercni teens apph and cuu will nn. be eligible fbr the right> and prol.cliuns available dirnugh Visa Please sec sots Personal Deposit FICCULmI l~ereemenl 1~ur more in(hrnurtion ,~ w B~RNIi=CE DIETZ VIRGINIA D CHAPPELL ATTI' IFF Deposit Accounts STATEMENT SAVINGS ACCOUN_T_ SOVEREIGN INTEREST CHECY,ING Total Deposit Account Number Average Daily Balance 57,30D.7C $9.507.90 Current Balance BERNIECE DIETZ VIRGINIA D CNAPPc"LL ATTY !FF Balances _354001067 2891100190 Sa.ao1.54 59 629.92 $18.431.46 Account # 354001067 Beginning Balance 57,349.Oi Current Balance 58,801.54 " Deposits/Credits + $1.452.47 Average Daily Balance $7,300.?0 WithdrawaislDebits - $0.00 ' This balance was caicuiated for the period beginning on 09/01/11 and ending on 09!30'11 Interest Paid this Period ` 5 1.47 Annual Percentage Yield Earned .0:10°ib Warned this Period ~ u.73 Paid Last Year $5.18 Paid Year-To-Date 5 3.90 'The interest earned and the interest paid may differ depending on when interest is credited to your account Account Activity Date Description Additions Subtractions Balance 09-22 Beginning Balance ~ 57 09-30 INTEREST CREDIT $1.47 57.350.54 10-03 US TREASURY 303 XY.SOC SEC 100311 51,451.00 58.80' 54 D SSA 10-23 Ending Balance 58.801.54 i BERNIECE DIETZ VIRGINIA D CHAPPELL ATTY I,FF Account # 2891100990 Balances beginning Balance 59.304.66 Current Balance 59,629.92 Deposits/Credits + 51,D00 08 Average Daily Balance 59.507.90 \NithdrawalslDebiis .5674.82 Interest r^aid this Period ' ~ UA8 Annual Percentage Yield Earned O.D1% earned thrs Period ~ G_08 Paid Lasl Year SOJ1 Faid Year-To-Date 8 0.70 'T'ne rnterest earned and tyre interest. paid inay differ depending nn when rnlerest is credited tc your account. vr!~r iii u ~ o 0 0 vi o ° N ° N ~ O ~7 et +!' w W O 1 Q v ~ O1 to N G> m v v 7 N N ~/y ;= f0 O O ~ T +, .~ N N O ~ Y _ti ~ ~ ~3 ~ G. 0 {'' ~~ O ^ i i N ~ ~ L f- . ~ O CJ ~ C G ~. ~ ~ Q ~ ~ 6 L ~ N N Q y a n ~ O ~ a ~ CJ ~ ++ ~ N ~ c ~ ~ -°' ~~ a~ z ~ . ca V o v ~ d ~ `" mj ~ U ~ n O Q O a ~ ~ ~ ~ N U ~ ~ N ~ Q o m a.+ ~ ~ Z ^o ~ ~ ~ c ~ ~ ~ ~ _ ~ ~' U a d E ~ z .~ E N v ii a N _N 0 ~ ~n U ~ O ~ ~ _ ~ C ~ V ~ X O 0] X J N ~ X c x ~ ~l m m X 'O s Z Q C o a`~ x 2 m ti U H 11-U1- 11 ~~, ~o rhuri-lvorzneast 61'~7~1G566fj T-164 P©02fD04 F-2?3 1~Q12T~IEAST YN'VE5TOR5 TRi75T 100 High Street • Boston, MA 02110-2301 1-800-225-6704 www,northeastinvestors.com CONFIRMATION DATE - 10/31/2011 HERNIECE B. DIETZ & VIRGINIA CHAPPELL JT T$N 55 NEETA TRL MEDFORD LAKES NY 08055-1612 ACCOUNT STATEMENT Page 1 ACCOUNT NUMBER - 118036 BERNIECE I3. DIETZ & VIRGINIA CHAPPELL JT TEN 55 NESTA TRL MEDFORA It7iKES NX 08055-1612 FUND NO ACCOUNT NUMBER 7XN NO 1 16036 4H55 CHANGING YOUR ADDRESS? COMPT-ETA 12E'(I'E12SE STT~P AND PLACE n hr ~l mt -rr~~ tanv n INVEST BY MAIL USE THIS ENCODED STUB TO MAKE ADDITIONAL INVESTMENTS INTO THIS ACCOUNT ONLY Please make all checKs payable to: NORTHEAST INVESTORS TRUST 100 High Street Boston, MA 02110-23D1 Write your account number on each check Return checks with this stub in enclosed envolope INVESTMENT AMOUNT ~ $ 1~TORTI-YEAST INVESTORS TRUST PLEASE CHECK ONE: PURCHASE ~ TELEPHONE PURCHASE PAYMENT ~ ~ CURRENT YEAR CONTRIBUTION PRIOR YEAR CONTRIBUTION ROLLOVER ANNUAL IRA FEE do u d r LM 11 16 : d~ : ~~r 1;S T H'HUM : 1''Lt716'rki~dbl75~r~~ MSUR SdyNd~rd4-db'1'-1 ;'AUH dN'L UI'' ddb THE~~ HARTFORD C;.ivlc U Srt•i.nd-cr Ir ~ :~ '7 )'7 fir :1 3Xl)ti Itcfcrence: 'f he Ha(~11'nrd Annxrit~ 21.t.)?S l 1(~~l }3CCfl)CCC F.3 lli.ctz. Ucccdcl~<t tJcar Carale .[) Swuadl.cr, , ' T}lattti yt)t] for your colrespcmdencc; r~~at•dirl~ the alao~e anr]uiie contract, 'T'}ae death benctlt pa.~rable under this coniraci is nai ccanside;red `°li£c insurance" reportabje crii :IItS l~orna 7:1~, f life ansuranci•. Stalfenlcant). r~'1r,ase. ~t:in.d the Ui:Jcl~~~ ilakorxnation in. r~sponsE~ tcti ~•our r~>t]u2sL ~;ontrelct '.N cr n>;bcr 21 U 2 ~ 1 l ('1~1 0.t-wl 13vruiuct; B 13i~t.c hc;c(.rihnr, f3e;mie:rc` 1'i l7ir:rz ; SC7clsl.l. Seou.rxt.~ .Nu~rllvcr 1X-k.?i.4r;~~ ~ ~ G)atc <rf' f)cath Scp1:c t]lx:r :.8, _tf I .l . ('.rill Value tau rile d~(te i~l ~eaJ:ll `•;~8,~~7.'~>S Death ~encfit ~'ahlc im tht: date o('dcath ~;'?H, ±47.4) Ncllr.fi.cnl-~: Vlrgil~ia L C'hj~jxl4 1'ha llonlh IdwteFit Vuluc on tho dnla of death tfirflLt~od aburo nu+y indudc a 1Jou47i a~:aiia.if ,/1ililrlinditf tm altllnitirl: ifi {hd.lritmi'Iy Caal(iaol_ Trti•;:(x~.vro it born I'.Ir,vid.d riff ilia+?ttt+tipn purprr.+w+ nn4 i:. pot ctliait'glcl7t to pho lineal ckn'Y.h U~Ilarat,':'Au il~nAa,bci7rraf ~i'i1L'•bc alioll-aCoQ art o]t'cnn6incgt a?~~t)c,q{ed.wf11Y11ud++ri~ltt the flgV LCJ 1'4uuiYO 111c ucl'tlllbd i1~i41a ucYlilaotiW, Qnw 11+c. 41w1C1a•hyto'r•R'ta'aploUr4lod, Y]au.l>ifp@;riS•(7.0'KSprit~aca'IL+tiUc,1)Suet;{:C.Mttl'1:kr.\7f77ooq.tU;dLR'Itan~:IYtlpIWllJOn a711'.iJ Gr~11111114`IC FGl't1i.111i:ff1 Ii:l:?'(,,'11411OISS tilti IC•a41 VC(1. ~ ~~ 1'l.ease contact your l.nvesttiaenl 1?rot'e;ssiontil] ~ur olie'nf oiir ~liitauity Spt;ci.ali5ts with ,aay5 ytiesuous cir c,on~;ius ~',ou m;:ry r~~rh. ~l~'h(~ Harffarci t~~~ c:tlJi.nt? t.-Rtl(r S-fi),liNir:~B, lvioaadl7y.throl.~~17 T1~lirscl i~ frrlrl R lire tr17 }i~17 Inrl;Frld:i~, f~clxal ~~: I S ;l,rrr, t:o ~i p,nl,, C.~LSlc;raa T11'ilf; , T'ilauh ruu furl Liu: ul pc~rllluity to hci-a r,l-uviJt: ;Ci,t] yiiul I111;iIlW~t1 !!buds 'ilia`}]tirllotit]~rdnf(1i1~4o1~aF~+iiiantt (.I.lor,:'~tvtuiliiw; ~II1CCiC4l`. l~}`~ N'~zS.Ne:c'I,iPCI~~ 1Co td ' ;:::a3lriT0ililt^-Dt,, i:+c r~l~>o, ~ f::atc)rl ].:%=xiti}r1'o1t..1~Y rr(?51l I11vC4L111Ct1S r~l'OC~(Il'"•L tiL'•t'V1L'L'~ \r~rilitl:c AtIQn+~ar PO 1:1u. 1 j29J 1 rxillt>)rvi, 1:1; d('~519;-~17')3~ ittll iu~,l uu'trilullir~act Uta; John Hancock Annuities -Welcome Page Client Center My Profile Contact Us. Claims `=enter Ab ut s /z.~i~k~cack. -t ~,.,.. ,...:'it . rage ~ of z BERNIECE DIETZ Last Logged In: 09/14/201 ~ 10:20 PM (ET) '" ' Currently viewing: Client CeMnr Fublic ~Ite H2ID JH Ner: York Home ,. Cor_ u_... R.etiremenr Variable Fixed Perforn an~e 5. uearninci Porms Gh;nnlno Annuities Annuities. Po rtfor~os Center contract Quick View My Preferences Contract ~: SJ2005Z17 v~i~ilw,F-.;, Contract Value: 587,582.60 as of iG/1Ei101~ ri~^ 1 acts Product Name: Hancoo~~ Pius hlv P ne i Rider Name: Not Applicaole i~ PDeliverv Status: No ApphcaUi I i Last Transaction: llal IE ~ ;j:.u ,en: or. _ C~~; 20C $6.27 Click Here for your Last Quarterly Statement I UOLU med.. reGUi~e~ F~ae~llt vFrsi~i~ .' u' fah-he' 1 ~~a~~~~'Fk ~~~~~~ ,,nf7elivery ~ ~' giveaway Are you 8~Q°la ~saper free? ~ rt, Vd`nen you opt t_~ ge ?OC~`i'o Gal7er free for your )ehn 1 ~cocl% ^-^~ annuity you will be entered to wir. <lu,0ii0 w Sign up by clicking eveliveryl »Le~zrr fWc~re. ^NO P'JF~. NFSF NECESSAPY. U ( ~ :/ ~>/i~. Op 1~ LU legal r.~ dents o. ....v. Che SG L ~.tateb Tn the Did r ~~- ~ oh~mbia wflp are 1P yearn of aqe or older at time cr enLy Sub7ecr- .: full offiaa. rules. Vold m Puerto Wco and wherever eise rsCnCCed yr prohibited b;~ IBV:. Tnis oa.:umenl. 1_ nct an o(fel, or solinta iorr„` an riser, Sob 1 n _~~ . ..•Itie:~. Clack F-~er~ for official rules. Are you currently receiving your annuity checks via mail? C€~nsicier going ~iirectF gave !vu elf r ~rii to tl Ld~dr' f~,,t U' re~elve you 5 }'St2mat y+ith cirdwal c lar r' -~y r~ I -~V.`` 'll r~u:jh dir - t d~posi . i1 Cliek Here Co downioac UiF =ler troruc Funr ransfP ,`_F`7 Perini IVowi E Wan; ~"o... F?lar ~ ketiremen}. CIS:' YI <: Y; _i._E; f1~P~ zinc 1o~,c Mos# Requested Forms... EVe=tr ~nir_"r _unG__T ransfel ~EF~1 Eorrr Cf'~arx e of_ AdorESS r~_r Name Form. Ciia~e of 0_w_lfer ~r:d~_of Ben~iria~y_~onn ~ ncr~me_M ade_=ash: `~stErriaiir VJ thc]ra 4ti~n_Fgrrr: VJ ithc rawai Regu est F_nrrn C-Nev~~ A quarterly newsletter with updates from 1H Annuities. US Division: John Hancock Freedom 529 1 Grouo Pensions I Insurance I Mutual Funds I John Hancock https://www jhannuities.com/Contractlnquiry/WelcomePage.aspx 10/3ll2011 Law Offices of SAIDIS, SULLIVAN & ROGERS A PROFESSIONAL CORPORATION ROBERT C. SAIDIS DANIEL L. SULLIVAN ELYSE E. ROGERS JOHN A. FEICHTEL DEAN E. REYNOSA TODD F. TRUNTZ MARYLOU MATAS SEAN M. SHULTZ JASON E. KELSO 635 NORTH 12TH STREET, SUITE 400 LEMOYNE, PENNSYLVANIA 17043 TELEPHONE: (717) 612-5800 - FACSIMILIE (717) 612-5805 EMAIL: attorneyQssr-attorneys.com www ssr-attorneys.com February 29, 2012 Register of Wills of Cumberland County One Courthouse Square Carlisle, PA 17013 Re: Estate of Idella Berniece Dietz File No: 2011-1074 Dear Madam: CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 Of Counsel JOHN E. SLIKE STEPHEN L. GROSE REPLY TO LEMOYNE 717-612-5808 cswindlerC~ssr-attorne ys.com ~ ;~, ri ; ~- s ~ ~~ , ~m ~ .~., ~~, ~ n .- ~ = _i M ~m ~ r? ' r'-~ ~-?~- . x ~ j :: ~ `~ '~ J ~ ~ hJ F ::., ~' ~~ -- - rv ~ , Enclosed for filing for the above-referenced estate are the following: 1. Original and one cop~ooutheoP$1 295 34 represe t g theab dance due ong with a check in the a the inheritance tax. 2. Inventory; and 3. Check in the amount of $30 to cover your filing fees. Please timestamp and return the extra copy of this letter. A return envelope is enclosed for your use. If you have any questions or require additional information, please do not hesitate to contact me. Sincerely yours, d ~\\,~~ ~'1' ~1 ~~ C e D. Swindler Legal Assistant to John E. Slike car Enclosures cc: Virginia L. Chappell (w/o enclosures) ci ~ ~ ~' ~ ~ ~ ~~ co ~- o a. C1 ~ tv r- ~' o d .~~ ~~ ' ~ .,. ^ .~. r~., H ~ • ~~ ^ ~ ~ O i ~° M O `r~ ~ ~ a ~ ~ Q ~ {~} N .- o - N O s. N ! N a ~ N 1 y ~^ ^ ~ ~ O '~~ ___.. ~~ ~~^ .~~ ~~ ~. ~~ _- u a i ~,.Ji.+~ ~ ,/~~tsk~Q u~ I ~ Ft t.?1"' YT~.t.V .;, - ~ ~ t. ~-, ~JViM,W~'S I~' ~ i'rs e~~A w O O O ~ C~ r--i Y ~ '~ M ~ O YI ~ ¢ U C~ , " o ~ T ~ ~ ~ ~ O ~ ~ ~ z '~ ~ ,~ ~ rn v, ~, ~a o ~.., ~ m U •~ t!1 ' ~n ~ s ~ ~ ~ f~OU O H