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HomeMy WebLinkAbout05-03-121505610101 i EX (o1-io) ~ REV- i ~OO OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes ~""w,~e~.oFwE~E~~E County Code Year File Number Po Box 2sotiol INHERITANCE TAX RETURN ~ ` ' ~ ~. Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT ~ ~-' ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Decedent's Last Name Suffix Decedent's First Name M{ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI S s ~ S cial Securit Numbar pou~e~s ~ ~ ~' v ~ ~ ~ ~ ~ 3'~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ ~; - 3 ~, f I ~ ~ REGISTER OF WILLS ,.. , _ FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) Q 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number _ - .~, _, ., .,_ -,~a~ .~ ~ ,~.~ ... ~.w~v .er :ever ,{b..-., ~.;so.,, First line of address Second line of address City or Post Office State ZIP Code r- REGISTE WILLS USE LY ..yam ~._~ r xa . x'17 -p ~; , -Y- n Z i '. ~~.~ ~ ~ t . ; ,9 - :n;; - ~, -> ~. ~T - ., --_, :-~ __:7 ~~ii c' ED ~' TE FI Qnr L r-, ~~ ~~-n 7aga, Correspondent's a-mail address: T ~ ~ ~ ~S ~ ~~~'~°7~ f ~ ' ~~c C~ ~~ 't'1 ~"v'i °ri 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. DeGaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG~ATUjtE ~ PERSON ~PONS~LE F~OA ^ILING RETURN ~I ~ ~EI~~ SIGNATURE OF PR AR R OTHE THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 ~,,, REV-1 ~i00 EX Decedent's Name: RECAPITULATION Decedent's Social Security Number 1. Real Estate (Schedule A) ........................................... .. 1. C' • Uia V ~ 2. Stocks and Bonds (Schedule B) 2 ' ~ V ~ 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. ~/ • ~ 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. • 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. ~ ~ ' ~ ~ ~' $ • h 7 8 ~ ~ ~ I ~ ~ • 8. ) ........................... Total Gross Assets (total Lines 1 throug .. . s 9. __r~_..-_---- .__- --- - --_._ Funeral ExpensES and Administrative Costs (Schedule H) ................. -. .. 9. • ~ ~ '~ 9 3 Y~ 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. ~. 11. Total Deductions (total Lines 9 and '10) ............................... .. 11. ~ ~ ~,,~ ~~ •<,~ '; 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ~, ~ ,3 ~ ~j / • 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 ~ D an election to tax has not been made (Schedule J) ...................... .. . • 14. Net Value Sub'ect to Tax Line 12 minus Line 13 ...................... .. 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable '` y at lineal rate X .01~ S3 ~ C2 .3 • ~ ~ 16. Q~ a 3 C~ ~ • $ U 17. Amount of Line 14 taxable at sibling rate }:.12 c 17. • 18. Amount of Line 14 taxable at collateral rate X .15 • 18. • 19. TAX DUE .. ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT a,3 ~~. 0 ~ Side 2 1505610105 1505610105 1505610105 O REV-15?Q EXL (65-69) I 7 ~i ~ ~ fa C7 I/ ! !rJ,y ~ ~ ~ 1 ~Y I J ~ F`Y =~ ~.1 iea > Ca :ia ~ C:c1 ~~ ~. V. .Y qq 7 p q~g %~~~ pE°ARTMENT OF REVENUE ,13'~75~~~~tl'f 4d ~~J` 3i~'a~i~a~~.~'~~J L-:3£~ INHERITANCE TAX RETURN ~~~~~~ °v Y.V~_S'~S~~~ie ~~n~~`~~~'~ RESIDENT DECEDENT ESTATE GF FiLF 1`lUriBER u!vl ~ M ~?r~v~ a 1 ~ i ~- ~~ 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. ~~ ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OFTHe"TRANSFEREE, THEIR RELATIONSHIP TODECEDENrAND hIE DATE OF TRANSFER. ATTACH A COPY OF TTiE DEED FOR REAL EsfATE. I DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION pF APPL1cABLE) TAXABLE VALUE ~. c es ~~ ~-K s~o ul ~~ s ~~,~ y~t~ ~7~,~ i ~o% ,~ J 6>6,D -~ ~~~~~ !~~A~V~/~ Spn~s~ ~~~~ ~~~~~~a~-~~y ~~~Y pb~l f M I~l~h-~/1/~ - f l~P ~f~' CSR i~ ~QRm ~ ~iati °~'~ ~.l Mp~~~ ~~~~'~ ~' ~ CC~u~~ ~y~uY M~R~tr~~~ ~-~ J,~,~rl M~~'U~4L ~fJ~V~4 ~~rS~Al4cl~ ~~~,q S i0~~a~~t~ r~~ ~/ ~~ ~ lQ,d7a. ~ ruMA ~~9RiS~ C~~uI~G,~ ~~u~~~~Rf ~~~~~ ~~~~~N~ ~~ ~ C ~~ ` ~~ J ~ V li / ~ l5r u/`/ ~~ ~ J a ~ ~r i I ~Q V / ~~ ~'f~. ~ a~ 713, a~~1S ~~~~©/V~ ~ ~~~~f~ K',~~~~ ~ o R ~'°'~ p~(9C~J~ ~~~ M,9-~-r~ C~ ~~~~ r c ~~ r~~~-~-~ n ~+~~ ~ ~~~ C~ANA ~N ~ ~ app /vt cW u ~-~` S i ~ ~ n~.~RY srol ~N~9, m ~ u N~s w ~ ~ ~ tiS ~ ~~~b ~ ~~~ ~ ~ ~ T ~R ~ ~~ ~ b~9~-l~. TO?~! (.A!~o enr~r ~n Lin° 7, P.eczpitulaticr,) S ~ ~ ~, ~~ ~ 0 b ~ ~+ p~ 0.00 as ~l~ If more space is needed, use additional sheets of paper of the same size. P,EV-loll EX+ (1v-09) ,FV .tea [^' 'r ~ ~ r-~ ,: u~, ~ ~~ z .. `` r ~ ~ , ~, ~ ~ II ~ w ~ r 3 ~~ ir~~ ~ r-~~ ~~ ~`~] DEPAF.Tfd h1 Or hEVENUE p u ~iJ ~'d~3"..'r~'~~ ~.nY~i'd~~.9 ~ikd~ INHERITANCE TAX RETURN RESIDENT DECEDENT ~' ~jY~j 3 ~`~ ~ s.~,~!`v ~~"~ ~ ~ _ - es~a,e e~ F~~~ I~:u;~~~~ ~ ~,~ ?~~ !Vl a M o ~ ~ ~~~ a i i - ~~~ - Detedeni's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, ~, FUNERAL EXPENSES: ~R,~~ ~~~~ ~~ I~~r~~ ~~~~tc~f 3,~~~~a7 Twd ,~ ~~z~~y C~~n~ ~`,~NY s~~1~~1 ~~ 735; 00 s~ ~ ~vq~n,~ ire ~~ ~-rf~ v,~ ~ !~ Pis ~ ~~ ~~ ~r~ 1 ~. ~q ~U/Ve~~UN CGS'1~ ~UN) ~~b tV-/~,~,~ablJ~" -'1~~/~pjv dQ~,~© a~r~rvls~R~rr~Co5t~5~ ~~~a B, I, Personal Representative Commissions: Name(s) of Personal Representative(s) CrrPah Gr1dr?cc _ -. City _ State ZIP _ Year(s) Commission Paid: Z. Attorney r'ees: 3. Family Exemption: (if decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State 'IP P.elationship of Claimant to Decedent 1 4. Probate Fees: CS~~~R7~ CL TV ~") ~+) ~ ~~ / ~ ~~ ~~ 5. Accountant Fees: 'L JJJ 6. Tax Return Preparer Fees: /Vt4`~ ~ ~L~ ~x~~~~~ A ~~ v~ ~~R ~ (~91 ~ n~ S~QVf~- w11~~~ `~~~ ~~ c~prlow ~~ ~-~~ Rio w~~1 ~~~ 8 ~~~~ ~~Nf wk~1C~ ~~R~ P~I~ ~~ ~~ ~ A~O~G. ~,~~RJ t `~~~1~ ~ , ~~R'- ~ ~ ~ T ~ ~ ~ - _ TOT?.L (P.!so enter o^ Lire 9, Recapi,ulatior) f .~ J ~ ~o~ qi ~ ~j If more space is needed, use additional sheets of paper of the szme size P,EV-1513 EX+ (01-10) ~ ,1, 2.r ... ~ 0 9 § ~~~' L J ~.i J s' ~ >m~ ~'-`.w E im ~ ~usr/ Eim ~5~,m c'1 <h DEP.4RTI+IENT OF REVENUE ~~~ ~~~ INHERITANC'c 7AX RETURN RESIDENT DECEDENT EST;~IE 0"r; FILE NUNf5ER; NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERiI' RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUT]ONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.Z).] ~~~ 1 ~~, ~~ a . rv~~~~s~ ~~~~~~ a~~~ I~r~~ a~ ~ ~~. ~~ ~. ~~~-y,,~ /~~~RD~!~'~ ogVrb ~~~/~ any ~q,3~ ~'~ ~ ~,,~ ~~ ®t,,g~ S~T~1~9~A ~k,r~,va s'~iu ~3, ~a~, 7~ ~, ~>~ s~~~~,,,,g ~~n~n a~~~ i~ , ~, aa~ ~ 7~ ENTER DOLLAR Ah10UNT5 FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REU-150D COVER SHEET, AS APPRGPP,iATE, II NON-TAXABLE DISTRIBUTIONS A. SPDUSAt DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1, N~N'E B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. ~1,~ D,N~ TOTAL OF PAn7II -ENTER TOTAL AEON-T.AX.ABLE DISTRrr,UTTnniS Oni LrniE 1; OF RE~i_,5npOVER SHEET, I$ If more space is needed, use additional sheets of paper of the same size. `~` Last Will and Testament of Antonio Mo~r~one also known as Anthony Mo~rone I, ANTONIO MORRONE, also known as ANTHONY MORRONE, of Murrysville, County of Westmoreland, and Commonwealth of Pennsylvania, do make this my Will, hereby revoking any and all Wills at any time heretofore made by me. FIRST: I direct that the expenses of my last illness and funeral be paid out of my estate as soon as may be convenient after my death. SECOND: Except as I may have provided in a Memorandum signed by me and attached to my copy of this Will, I give my tangible personal property to my wife, DORIS J. MORRONE, if she survives me for a period of thirty (30) days; and if she does not survive me, I give said tangible personal property to my daughters, MARISA J. GEORGE and KATHLEEN A. MORRONE, or such of them as survive me in such shares as they may determine. THIRD: All the residue of my estate I give to my wife, DORIS J. MORRONE, if she survives me for a period of thirty (30) days. If she does not so survive me, I give said residue of my estate to the following individuals in the shares designated: Page 1 of 4 (A} One-fourth (1/4) to my daughter, MARISA J. GEORGE, if she survives me. If she does not survive me, I give said share equally to my grandchildren who survive us both. (B) One-fourth (1/4) to my daughter, KATHLEEN A. MORRONE, if she survives me. If she does not survive me, I give said share equally to my grandchildren who survive us both. (C) One-sixth (ll6) to my granddaughter, CHARLOTTE I. MORRONE, if she survives me. If she does not so survive me, I give said portion to her issue per stirpes, and if there is none, said portion shall be divided equally among my other surviving grandchildren. (D) One-sixth (1/6) to my grandson, NICOLAS J. STOIANA, if he survives me. If he does not so survive me, I give said portion to his issue per stirpes, and if there is none, said portion shall be divided equally among my other surviving grandchildren. (E) One-sixth (1/6) to my granddaughter, MARY K. STOIANA, if she survives me. If she does not so survive me, I give said portion to her issue per stirpes, and if there is none, said portion shall be divided equally among my other surviving grandchildren. FOURTH: I appoint my son-in-law, THOMAS R. GEORGE, Executor of this my Will. In the case of his inability or unwillingness to act or continue as my Executor, I appoint my ~~-ife; DORIS J. MORRONE, ExecutF-ix. No bond shall be required of any fiduciary hereunder in any jurisdiction. No fiduciary hereunder shall have any liability for any mistake or error in judgment made in good faith. FIFTH: If any person under the age of twenty-one (21) years is entitled to receive any sums of money, real property or other intangible property free of trust by reason of my death, KATHLEEN A. MORRONE is hereby authorized to retain the same as custodian for said person(s) until age twenty-one (21) under the "Pennsylvania Page 2 of 4 Uniform Transfers to Minors Act". In the case of KATHLEEN A. MORRONE'S inability or unwillingness to act or continue, I appoint MARISA J. GEORGE, custodian. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of Ta ~ tla,r-y' , 2004. ANTONIO K1JV 1111V Y•11 GH7 SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testator, as and for his Will, in the presence of us, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses hereto. / n __ - _ ~ ~ ~ 0 n~~ 3361 Route 130 Harrison City, PA 15636 3361 Route 130 Harrison City, PA 15636 Page 3 of 4 We, ANTONIO MORRONE, also known as ANTHONY MORRONE, 1 ~. 1J C~~OYC. l~ ~ P -'1 [ 56 t'\ and ~, ~ ~(~.,_~;t~~ ,the Testator and the witnesses respectively, whose names are signed to the foregoing Will, being first duly sworn according to law, do depose and say that the Testator signed and executed the foregoing instrument as his Will and that he signed willingly, that he executed it as his free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testator signed the Will as witnesses, and that to the best of the knowledge of each of them, the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ANTONIO MORRO ,also known as ANTHONY Re,RO ~. `~~~ n 1~ 1 ~a l Witness rr~~ Witness Subscribed, sworn to and acknowledged before me by ANTONIO MORRONE, also kno~w-n~as ANTHONY IMO~RR^ONE, the Testator, and subscribed and sworn to before me by I ~J ~~~C~~ ~~~ t _ kJ~'rllS~Y'1 and _1 _f SC~~ `~9CL~ witnesses, this ~.~ `1~''" day of ~..r~.- . • ~~,- 2004. ~. :~ 1 t j~ Notary Public ` My Commission Expires: ~vom~ar sed RebeoEa A 8rammei, Nalary Pubic Penn Twp., Weatrnoieiarxi county ~ryr C,Ek~nfni~foh F.xpines,~rL 27:2007 f: t~Yrsyl+r~r[a Aeeuaisiun of t~aorades Page 4 of 4 ~ ~~svanfa _ _ ='-_ ~= L:OIVIDUAL TAXES I `e~>=rnber 1, 2011 KATHLEEN A MORRONE 189 LANTERN PARK LANE NORTH SOUTHBURY CT 06488 Telephocie (717)787-$327 Re: Estate of Arrtonio Morrone Fle Numt~ wA Social Security 301-26-7192 Dear Ms Morrone: The Department issues this waiver for the following security held in beneficiary fom~at by the decedent. The securfiy wit be subject to Pennsylvania inheritance tax. The Department will issue an information notice to the transferee of Zf~ po#ential Pennsylvania inheritance tax due for this asset. A copy of this waiver is to be used by you to notify the transfer agent that the reporting requirements of Section 6411 of the Probate Estates and Fiduciaries Code (True 20, Chapter 64, Pennsyhrania Consotidated Statutes), have been satrsfiect. Name of Company JANUS Type of Account: ^ Capitol Stock ^ Registered Bond ^ A Security Asset ®A Security Accrount ID Number. 306538385 Account Balanc:e_ $10,272.04 Sincerety, ''' ,s _ ;; ,' Ta~c Examiner tl Inheritance Tax Division --•..--- -- - - ---.. ___ -- - --~__ -.._-_.Y.._ r_ _ _ ....-- -- __- - - ._ t?epartrnent of Revenue i PO Box 2806011 Harr9sburg, PA 17128 l 717.787.8327 I www.revenue.state_pa.us REY-516 IX + (OB-09j r ~ pennsytvarria DEPARFMENT OF REVENUE BUREAU DFII~NIDUAl.T11XE5 poBOOCZBoEoi HARR158tAiG, R4 r~ra[La6oi n~sr r-oR wanr~ w~ /woe SKI. N.G Vr ^nMlN7rGR (FOR STOCKS, BONDS, SECURITIES OR SECURITY ACCOUNTS HELD IN BENEFICIARY FORM} UtI,tDCp( 1PIfVKlIAf1t7B DECEIT NAME: LAST FIRST MI MORRONE ANTONIO DECEDENT SOCIAL SECURITY NLNYffiHL DECEDEAEf' DATE (>F DEAfti (MM-DD-7YY1() 301-26-7192 0920/2011 DECEDENT STREET ADDRESS CITY STATE Z[P ODUNIY 5127 JENNIFER CIRCLE MEC1iANfCSBURG PA 17050 CUB CORPORATION, FINANCIAL IitSTI7117ION tM BROIO:R INFORMATitNf NAME OF CORPORATION, FINANCIAL IPIS1ITlf RON. flR SIMi1.AR ENTITY TELEPHONE NUTAB~t JANUS (800) 525-3713 _ FIRM STREt T ADDRESS CITY STATE ZIP 30 DAN ROAD SUITE 55.932 t30STON MA 02021 wrrrurYr rYCrwYwrrtMr -------- ------- - - ---- TYPE dF ACCOUNT: CAPITAL STOCK REQS7'6ZI~ BOND SECURITY ASSET SECLJRLTY ACCOL~IT (ITHER ^ ^ ^ ^ ACC[~NT BALANCE (include aaaued inte-est through date of deatfi} IDENTTFI(IIiG lAA~R OF ASSET 10,272.04 3(!6538385 ACCOUNTTITT.E ^ ACWiJriT YYn1 E3E FIIID DN Rat-s~o ANTONIO MORRONE ®BRl ~~ ~AT~' 1. nCYeGVf'iweV 2YL'f10Y AT*f1Y NAME: LAST FIRST MI MORRONE KATHLEEN A ~ ' TAXAeL.e STREET ADDRESS 189 LANTERN PARK LANE NORTH aTY STATE ZIP ~w~at (Ilse Ody SOUTHBURY CT 06488 TAX ~~ RB.AlIONSHIP TO DE{IDENT BENEFit7ARY5 SOCIAL SE(~jRITY NUMBER DAUGHTER 169-A&-1914 2 Qrv~r•rwnv rrcnoiawrrnY NAME: 'LASE FIRST MI GEORt'E MARISA M 50 P6tCBt'[ TAXABLE STREET ADDRESS 5480 MARGARET COURT CITY STATE ZIP alloial fJlse Qtr NIECHANICSBURG PA 17050 TAX RATE RELATIONSHIP TO DE(~DENT BENEFtC7ARY'S 50C1I1L SfCtAtl[Y Ntlt~ DAUGHTER 1696-1945 3. ncYee*rranv ~YCneYwrrnY NAME: A LAST FIRST MI p9[C@IT TAXABLE STREET ADDRESS CITY STATE ZIP O~s~i Ilse OnrY TAX RATE RELATIONSHIP TC) DE{ft)B~TT BENEFICUUtI"5 5(X7AL. SECURTiY Nlk~ Please list additional ber~aries on another arheet of Pte'. P~9 ~ ~• (203) 267-6209 SiGNAl1JRE Ol= PREPARER DAYTIME TR.f~FK)NE NUMBER irrstrutt~rrs for Tding this notice are on the revd~se side. - r~ - `,i o e~o~ 7000 '. _ ._ ri c = ~ - t ROR-450 Providence 8102940 AT Oi 013371 789808 40 A"'3D6T „~lu•,ll,all,ql,l~„llltuitl~lrll~lll•••~tlst~~llt~tllltlr ANTONIO MORRONE 5127 JENNIFER CIR MECHANICSEiURG PA 17050-2474 r ._ ~~ ~ J,.^ 1-$88-910-410Q Please caQ us arrytime for answers to your questions, accourrt information, anent rates or to update your address 8 phone number Checking ACCflUnt Statement Of 1 Beginning September 15, 2011 through October 14, 2011 Checking u s l 0 2 s u is ai A R r ANTONIO MORRONE Balance Calculation gatQnCe TTEE FOR KATHLEEN A MORRONE AND MARISA M GEORGE Previous Balance 17,373.37 Average Doily Balance 17,373.37 Gmwth ~~ Checks .00 _ Interest XXXXXXX607-1 Withdrawals ~ _ Deposits & Additions , 00 + Current Internst Rate 1. Q4% Interest Paid 14.85 + Annual Percentage Yield Earned 1.04% Current Balance 17 , 3$8.22 = Number of Days Interest Earned 30 Interest Earned 14.85 Interest Paid this Year 47.48 TRANSACTION DETAIiS Interest Date Amou,rt Description 10/14 14.85 Interest t3aily Balance Date Balance Dafle Balance Bate Balance 10/14 17,388.22 ( NEWS FROM CI7IZEN5 --As part of our continuing canrnitment to keeping you informed about relevant topics we are providing you with this information on Identity Theft. What is Identity Theft? Identity theft occurs when someone uses information, tike your name, Social Security number, or credit card number, without your permission, to commit fraud or other crimes. Identity theft is serious and may have long tern affects on your life. Learn more about what you can do to protect yourself against Identity Theft at www_ftc.gov and search on Identity Theft in the Quick Finder area. iherio,u Bala„te 17,373.37 TotaLIntr,est Paid 14.85 n ~~,>t Ba~nce 17,388.22 n,~mar~ @ ~r o ~ _ y~ ~ ~ ~~ ~~~ PO Box 7000 ROP-450 t Providence RI 02940 AT Q1 Oi 3i 36 908096 42 A"3D6T rll~llllllll~lilirfi~~lnlllnr~N111hl1~i~l~lll~thllr~lllri ANTONIO MORRONE 5127 JENNIFER ClR MECHANICSBURG PA 17050-2474 1-88&918-4100 Piease call us arrytilae for answers to your questions, account irrformaliorl, ulrrerlt rates or to update your address & phone member. Checking Account Statement ® OF 1 Beginning October 15, 2011 ` through November 14, 2012 ~ ~lo~c~ tt~~i ~ nk ~-v, v~d r ZL! t ~J E ! ~ ~ 3~~in ~ ~ Gi L~Gt~S Checking a u s 10 2 s u r~ K A R T ANTONIO MORRf'}NE TTEE FOR KATHLEEN A MORRONE Balance Calculation Balance AND MARISIk M GEORGE Previous Balance 17,388.22 Average daily Balance 17,388.22 Growth Savltgs Checks .00 - Irrtenest !00(XXXXfi07-1 Withdrawals .00 - Deposits & Additions , 00 + Current Interest Rate 1.04}r __ Interest Paid 1,,36 + Annual Percentage Yreld Eamgl 1.09f~ °- Current Balance 17,403.58 = Numl~r of Clays Inirtest Earned 31 IrrtereSt Famed 15.36 = Interest Paid this Year 61.84 _ .:. Previous Balance TRANSACTION DETAILS Interest Dabs Amm~t Desuiptbs 11/14 15.36 Interest --._ :._ _ ~. i--- Date Bafaoce Date Bataace Date Batarect 11/14 17,403.58 MEMO -IMPORTAKT ACCOUNT INFORMATIOW: As a reminder, your Money Market or Savings accounts may have a minimum withdrawal amou~tt My withdrawal of less than the minimum may be subject to anon-qualifying transaction fee. For more information about this requirement, please review your account addendum. NEWS FROM CITIZENS --Give hetp_ Give hope_ Be imspired. Please join us in saluting our new Champion in Action at citizensbank:comjcommurlity. 17,388.22 n Total Interest Paid 15.36 n c.~at B~Ice 17,403.58 1,p5~ ~~-~ FDIC ® ~ Lmd.r February 23, 20'12 MARISA GEORGE 5480 MARGARET CT MECHANICSBURG PA 17050 Re: Estate of Antonio Morrone Y'.~ h ~ }? P.O. Box 2600 VaNey Forge, PA 19482-2600 www.vanguard.cam Dear Ms. George: I am responding to the telephone call (received requesting a valuation of Antonio Morrone's Vanguard accoun# as of September 20, 2011. The information requested is included on the enclosed account value report. !f you have any questions, please contact me at 888 237045, Ext. 37008. I will be pleased to assist you. You can reach me on business days from 8:30 a,m_ #o 5 p.m., Eastern time. Sincerely, ~-~~ .feanette Harpold Transition Associate Enciosure(s}: "*Antonio Morrone -Roth iRA Account Value Report 51984612 f Antonio Morrone 5127 Jennifer Cir Mechanicsburg, PA 17050-2474 -- Antonio IVlorrone - Rotl~- IRA Account value strnunat3r Page > 1 of 1 ~-- Report for.D9/20F20?1 Voyager Services: 800-284-7245 Total report value: $32,217.16 (Total report value includes arty arx~ dividends.) - - _ Name Fund & Account ~ Date !Price Per i Accrued Number Opened ~ Sh ares Share ~~alue* Dividends Windsor it Fund Irn ~ 0073-09923649154; 07/30/1999 467.0901 $24.28 $11,340.95':• - Balanc~d -Index Fund Adm 0502-09923649154 i 11!26/2010 ~ 981.025 i : $2128 $20;87621 ~ - Balanced Index Fund Irn j0002-09923649154 ~ 10!23/1998 ~ 0.000 ? $21.27 ` 50.00 - _~-- _ - iTotais $32.217.16 $0.00 DoesrrY lndude accrued dividends. __--_- ---.--__-. _---_ _ _. _ _ _._ 0512327683 02/2312012 15:28:16