Loading...
HomeMy WebLinkAbout05-18-121505610143 REV-1500 Ex(°'-'°' '' PA De artment of Revenue y OFFICIAL USE ONLY p peons Ivania County Code Vear File Number Bureau of Individual Taxes ~^M-M^~^^'a^^~ Po Box.zaosot INHERITANCE TAX RETURN 21 12 0059 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Decedent's Last Name WOLF Suffuc Decedent's First Narne HAZEL Iff Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OPALS BELOW 1. Original Return ^ 4. Limitetl Estate © g Decetlent Dietl Testate ' (Attach Copy of Wilp 9. Lhigation Proceeds Received MI R MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return ^ 3. Remainder Retum (dale of tleath prior to 12-}3-62) ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Retum Required (pdate of tleath etler 12-f 2~2) ^ 7. IAt ecti Eopy io~~nea~ Living Tmst D 8. Total Number of Safe Deposit Boxes ^ 10. GBtween 12~31~7 ~itt(Eet9e5~rdeath CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL Name BRADLEY L GRIFFIE First line of address 200 N BANOVER STREET Second line of address City or Post Office CARLISLE 11. Election to tax Under Sec. 9113(A) (Attach Sch. 0) AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED 70: Daytime Telephone Number 71,7 243 5551 Sfate ZIP Code PA 17013 ~~ REGISTER OF W~i!.5 USE ONLSC-' t.a m O ~~~? ~ n : --. v, , ~ C7 +i -' C~, ~. DATE r n C> C? O rr;'t: r,_ :J r t , ~..... Tl lei correspondenese-mailaddress: bgriffie@gri~elaw.com Under penalties of perjury, I declare that I have examined this return, inGUtling axompanying schedules and statements, and to the Dest of my knowledge antl helieC it is true, correct antl complete. Dedaratlon of preparer other than the personal represenfatrve is based on all Information of which preparer has any knowledge. ADDRESS Side 1 15175610143 1505610143 J^ 1505610243 REV-1500 F>C Decedent's Social Securhy Number Decedent's Neme: WOiT, Hazel K RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................ . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 441 , 501.02 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 95 , 64 6.42 7. Inter-Vivos Transfers & Miscellaneous I~o~q Probate Property (Schedule G) a Separate Billing Requested............ 7. B. Total Gross Assets (total Lines 1-7) .................................................................... . 8. 537 , 147.44 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 14 , 321.5 6 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 1 , 958.97 11. Total Deductions (total Lines 9 & 10) ................................................................... 1t. 16 , 280.53 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 520 , 866.91 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) ............................_................ . l4. 520 , 866.91 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0 . OO (a)(1.2) X .00 . 16. Amount of Line l4 taxable 520,866.91 is. 23,439.01 at lineal rate X .045 17. Amount of Line 14 taxable 0 . 0 O 17 0.00 at sibling rate X .12 . 18. Amount of Line 14 taxable 0 OO 18 0 • OO • at collateral rate X .15 . is. Tax Due ................................................................................................................. . is. 23,439.01 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1545610243 1505610243 0 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-12-0059 DECEDENT'S NAME Wolf, Hazel K STREET ADDRESS 210 Big Spring Road CITY STATE ZIP Netuville PA 17241 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 25,000.00 1,250.00 (1) 23,439.01 Total Credits (A + g) (2) 26,250.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Cheek box on Page 2 Llne 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (a) 2,810.99 (5) Make Check Pa able to: REGISTER OF WILLS AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property trensterred :........................................................_..................... ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................. ^x c. retain a reversionary interest, or ........................................................_........._.......................................... ~ 0 d. receive the promise for I'rfe 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? .................................................................................................................... ^ 3. Did decedent own an "in Vust for" or payable upon death bank acwunt or security at his or her death?....... ^ 4. Did decedent own an Individual Retirement Acwunt, annuity, or other non-probate property which ? ^ ^ .................................................................................................................. contains a beneficiary designation x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (ip. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefciary. 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 lines{ 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 decedents siblings is 12 percent [72 P.S. §9116 ia) (1.3)j. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1508 FJI+ (6-98) SCHEDU4E E CASH, BANK DEPOSITS, 8t MISC. PERSONAL PROPERTY COMMONWEALTH OFPENN3YLVANIA INHERITANCE TA%RETURN RESIDENT OECEOEM ESTATE OF FILE NUMBER Wolf, Hazel K 21-12-0059 InGUtla the prrrceetls W Iitigetion entl the tlata the proteetls were received by the estate. All property Jointly-owned xTth the dpht of survivorship must be tliseloaed on aeheiule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Susquehanna Bank -CD#10007823221 168,471.18 (See attached statement) 2 Citizens Bank - CD #6243926597 148,346.24 (See attached statement) 3 Refund of overpayment from Presbyterian Homes 1,058.98 4 Sovereign Bank -Money Market Account -Account No. 1674065280 123,624.62 (See attached statement) TOTAL (Also enter on Line 5, Recapitulation) f 441,501.02 (Ir 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) Rsvd (i08 FJp (6-98) SCHEDULE F DOMMONWEALTHOF RENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TA%RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Wolf, Hazel K 21-12-0059 M an safer wes matle joint vAMin one year of Na tleoetlarM's tlW of tlaMh, It moat b° raPaterl on sMedole G. SURVIVING JOINT TENANT(S) NAME A. Wilbur E. Wolf, Jr. B. C. JOINTLY OWNED PROPERTY: ADDRESS 833 Mt. Rock Road Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Son jTEM NUMBER LETTER FOR JOIN TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION ANO BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELA REAL ESTATE. DATE OF DEATH VALUE OF,4SSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 6/9/08 Susquehannah Bank -Checking Account 8,580.62 50.000% 4,290.31 #10004884192 (See attached statement) 2 A 6/9/OS Susquehanna Bank - CD #10004884283 117.167.72 50.000°!e 58,583.86 (See attached statement) 3 A 9/10/07 PNC Bank, N.A., Checking Account - 3,384.57 50.000% 1,692.29 Account#5112072079 (See attached statement) 4 A 11/30/95 Sovereign Bank Checking Account - 6.000.44 50.000% 3,000.22 Account#2761034732 (See attached statement) 5 A 12120111 Sovereign Bank Certificate of Deposit - 56.159.47 50.000% 28,079.74 Account#1675551707 (See. attached statement) (This Certificate of Deposit was established with funds previously held in joint accounts with the same named joint owner, such that it existed as a joint account prior to 12 months before the Decedent's death) TOTAL (Also enter on Line 6, Recapitulation) I 95,646.42 (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 F (Rev. 6-98) REV-7751 E%+110-05) COM~ON~OTF P D~T~yRINVANIA ESTATE OF FILE NUMBER Wolf, Hazel K 21-12-0059 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NLIMRFR A, FUNERAL EXPENSES: See continuation schedule(s) attached B. I ADMINISTRATIVE COSTS: 7. Personal Representative's Commissions Name of Personal Representative(s) 7,845.52 Street Address City State Zip _ Yearfsl Commission Daid 2. Attomev's Fees Griffie & Associates 4,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 516.50 5. Accountant's Fees 6. Tax Return Preparers Fees 175.00 See continuation schedule(s) attached 7. Other Administrative Costs 1,284.54 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 14,321.56 SCHEDULE H FIfNERAL EXPENSES & Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. i 0-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Wolf, Hazel K 27-12-0058 ITEM NUMBER DESCRIPTION AMOUNT 1 Funeral Ex en nses Leber Funeral Home, inc. 7,720.52 2 Leber Funeral Home, Inc. 125.00 H-A 7,845.52 3 igx Return Preoarer Fees Cohick & Associates 175.00 H-B6 175.00 4 Other Administrative Costs Bank Fees to Sovereign Bank 20.00 5 Advertising to the Sentinel 189.54 6 Advertising to Cumberland Law Journal 75.00 7 Reserves 1,000.00 H •67 1,284.54 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rw~1512 EX+112-0e) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8t LIENS COMMONWEALTI OFPENNSVLVANIA INHERITANCE TAX RETURN RESIDENT [)ECEOENT ESTATE OF FILE NUMBER Wolf, Hazel K 21-12-0059 Report debts Ineurtstl by the tleeedent prior to Meth b,at remaMSd unpaid et tns date of tlaeth, Inelutlfng unrolmburosd metllcal expsneec. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Millennium Pharmacy Systems, Inc. (medical) 161.02 2 Green Ridge Village (Nursing Home Care) 1,051.75 3 Millennium Phalmacy Systems, Inc. (medical) 228.30 4 Darryl Guiswite, D.O. (medical) 96.73 5 Pennsylvania Dept. of Revenue (2011 Personal) 127.00 6 Darryl Guiswite, D.O. (medical) 43.27 7 Millennium Pharmacy Systems, inc. (medical) 230.90 TOTAL (Also enter on Line 10, Recapitulation) I 1,958.97 (If more space is needed adtlitlonal pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-OS) OFV_1G1i CYa 111JW1 SCHEDULE J COMM'Q(~1^T~grFp~P(F~~RLNVANIA ^~E ID N OEGE^D~€N BENEFICIARIES ESTATE OF FILE NUMBER Wolf, Hazel K 21-12-0059 NAME AND ADDRESS OF RELATIONSHIP TO SHAF2E OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal distnbutions, and transfers under Sec. 9116 a 1.2 1 Rebecca Ann Wolf Escott Granddaughter Ten percent of 52,086.69 1829 Kenmore Avenue net estate Bethlehem, PA 18018 2 Margaret Elizabeth Wolf Richwine Granddaughter Ten percent of 52,086.69 813 Mount Rock Road net estate Carlisle, PA 3 Kathryn Virginia Wolf Sekeres Granddaughter Ten percent of 52,086.69 Munderf Star Route Box 64 net estate Brookville, PA 4 Wilbur Earl Wolf III Grandson Ten percent of 52,086.69 1056 Park Place net estate Mechanicsburg, PA 5 Wilbur Earl Wolf, Jr. Son Sixty Percent of 312,52D.15 833 Mount Rock Road Net Estate Carlisle, PA Total 520,866.91 Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 00 cover shcet as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-150CI COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11.08) LAST WILL OF HAZEL KATHRYN WOLF I, Hazel Kathryn Wolf, a resident ofthe Township of West Manchester, County ofYork and Commonwealth ofPennsylvania, declaze this to be my Last Will and revoke any will by me previously FIRST: I direct that all my legally enforceable debts and funeral expenses shall be paid from my estate as soon as practicable after my decease as part of the ea:pense of administration of my estate. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my estate as part of the expense of administration of my estate. TIiIItD: All the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my decease, I give, devise and bequeath to my husband, Wilbur E,azl Wolf, Sr., provided that he shall survive me for a period of thirty (30) days. )n the event that my said husband is not then living, then I give, devise, and bequeath I~_. ~~ ._.. - of r, LL ,,, LAW OFFICES ~ - UL C. McCLEARY, JR. ILOH PROFE8510NPL CENiEP 198B~q CARLISLE ROgD RK, PENN6YLVgNIq I]409 1]1]) ]66-5926 my residuary estate, as aforesaid, as follows: ,._ cl fir`. ~ ~~~ (A) Sixty (60%) percent thereofto my son, Wilbur Earl Wolf, Jr., per stripes. ~- ir, : . L~,: -- <~ __._ _ U L i __.__ G v ._ __._ _.__. ___ _. .._._... _. ~~ _ (B) Forty (40%) percent thereof to my foray (4) grandchildren, namely, Kathryn Virginia Wolf Sekeres, Wilbur Earl Wolf, III, Rebecca Aim Wolf Escott and Margazet Wolf Richwine, in equal shares, per capita and not per stirpes. FOURTH: I appoint my husband, Wilbur Earl Wolf, Sr., Executor of this, my Last Will. the event that my said husband shall fail to qualify or cease to act as Executor, then I appoint my Wilbur Earl Wolf, Jr., as the Executor of this, my Last Wili. I direct that my said personal shall not be required to give bond for the faithful performance of duties in any IN WITNESS WHEREOF, I have hereunto set my hand, this /~~ day of 20¢x. ~~'~ r.t? .~- The preceding instrument, consisting of this and one (I) other typewritten page, each identified by the signature of the testatrix was on the day and date thereof signed, published and declared by HAZEL KATHRYN W OLF, the testatrix therein named, as and far her Last Will, in the presence of us, who at her request, and in her presence and in the presence of each other, have subscribed our names as witnesses thereto. ~ Q~~~~~ ~~ ~ ~t9c G ~~ ~ LqW OFFICES JL G. McCLEARY, Jft. LOX ppOf E6HIONPL CENTEP 1988-q CAp LISLE flOgO iK, FENNSYLVFNIq I]g04 1>I]) >6q-582fi COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK ss: We, Hazel Kathryn Wolf, Patricia M. McCleary and Paul C. McCleary, Jr., the Testatrix and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority, that the Testatrix signed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each ofthe witnessesc, in the presence and hearing of the Testatrix, signed the will as witnesses and that to the best of ou:r knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and. under no constraint or undue influence. Testatrix -?~i- ~1e Witness ) (/ Witness Subscribed, sworn to and acknowledged before me by Hazel Kathryn Wolf, the Testatrix, and subscribed and sworn to before me by Patricia M. McCleary and Paul C. McCleary, Jr., witnesses, this I'~~ day of~Qyy,gg~, 20~p. Notary :Public LAW OFFICES UL C. MOCLEFRY, JR. iLOM FPOFESSIONPL CENTEP 189B.q CARLISLE ftOgO RK, PENNSVLVgNIq IJgO< NOTARIAL SEAL Wantle L. Stehle, Notary Publlo W Manoheeter Twp., York County My Commlulon Explree November,78 2003 (J I JI 'J6q-6828 February 3, 2012 GRIFFIE & ASSOCIATES 200 N HANOVER STREET CARLISLE PA 17013 Susquehanna ~~a~~ ,.a,,,,a ~a,.w.;o, .~. 0 26 North Cedar Street P.O. Box 1000 Lititz, PA 17543.7000 Tel 1.800.311.3182 Fax 717.825.4478 RE: Hazel K W olf Estate DOA: 1/4/12 SS#: XXX-XX-1302 Tracking # 258278 Tc Whom It May Concern: In response to your letter of January 17, 2012, here is the above customer account information as of January 4, 2012. Account # 1 Account #2 Account #3 • Account Title: Hazel K Wolf Hazel K Wolf Hazel K Wolf WilburE WolfJr WilburE Wolf]r • AccountType(# Checking 10004884192 CD 10004884283 CD 10007823221 • Date Opened /Maturity 619!08 6/9/08 - 6/9/13 3/1/10 - 3/1/12 • Interest Rate: .10% 4.41% 2% • Account Balance*: $8,579.95 $116,786.90 $168,434.37 • Accrued Interest: $.67 $380.82 $36.81 • YTD Interest: $10.98 $.00 $286.11 *Account balance does not include accrued interest. ® There is no safe deposit box in the name of the decedent. If I can be of further assistance, please feel free to call. Sincerely, Dawn M Berrier Deposit Research -Reporting Deparhnent Lead I-717-625-6546 DMB/aem Citizens Bank- Account Number 624392659'! Account Title Hazel K Wolf Date ened 5/28/2004 Account T e Time D osits Princi al Balance as of DOD $148268.35 Interest from Last Postin to DOD $77.89 Account Balance as of DOD $148346.24 YTD Interest to DOD $ .00 Sovereign Bank ESTATE OF Hazel K. Wolf SOCIAL SECURITY #: 1675551707 Type: Hazel K Wolf or Wilbur E Wolf Jr DATE OF DEATH: January 4, 2012 Account #: 1674065280 Type: Money Market Open date: 8/17/2010 In the name of: Hazel K Wolf (Wilbur E Wolf Jr POA) Date of Death Balance: $123,624.62 Int.(YTD) from 1/1/2012 to 1/4/2012 $0.00 Accrued interest to date of death: $12.15 Type: Otherlnfo: Account closed on 01J20J2012 for $123,624.62. Account #: 2761034732 Type: Checking Clpen date: 11/30/1995 In the name of: Hazel K Wolf or Wilbur E Wolf Jr Date of Death Balance: $6,000.43 Int.(YTD) from 1/1/2012 to 1/4/2012 $0.00 Accrued interest to date of death: $0.01 Other Info: Account #: _ In the name of: 188-03-1302 Date of Death Balance: Int.(YTD) from 1/1/2012 Accrued interest to date of death: Otherlnfo: CD $56,151.77 to 1 /4/2012 $7.70 Account #: 1674064055 Type: Money Mazket Open date: 8/27/2009 In the name of: Hazel K Wolf (Wilbur E Wo1fJr POA) Date of Death Balance: Account closed prior to death Int.(YTD) from to Accrued interest to date of death: Otherlnfo: Account closed on 07114!2010. Account#: 1675545436 In the name of: Hazel K Wo Date of Death Balance: CD Open date: 12/20/2011 $0.00 Open date: 8/14/2008 Account closed Int.(YTD from to Accrued interest to date of death: death Other Info: Account closed on 08117/2010. Page f of 1 February 3, 2012 GRIFFIE & ASSOCIATES 200 N HANOVER STREET CARLISLE PA 170]3 Susquehanna vua4u nuurm vau~rauo, m. 0 26 North Cedar Street P.O. Box 1000 Litifz, PA 17543-7000 Tel 1.800.311.3182 Fax 717.625.4478 RE: Hazel K Wolf Estate DOD: I/4/12 SS#: XXX-XX-1302 Tracking # 258278 Te Whom It May Concern: In response to your letter of January 17, 2012, here is the above customer account information as of January 4, 2012. Account # 1 Account #2 Account #3 • Account Title: Hazel K Wolf Hazel K Wolf Hazel K Wolf WilburEWolfJr Wi]burEWolfJr • Account Type/# Checking 10004884192 CD 10004884283 CD 10007823221 • Date Opened /Maturity 6/9/08 6/9/08 - 6/9/13 3/1/10 - 3/1/12 • Interest Rate: .10% 4.41 % 2% • Account Balance*: $8,579.45 $116,786.90 $168,434.37 • Accrued Interest: $.67 $380.82 $36.81 • YTDInterest: $10.98 $,00 $286.11 *Account balance does not include accrued interest. ® There is no safe deposit box in the name of the decedent. if I can be of further assistance, please feel free to call. Sincerely, Dawn M Bertier Deposit Research -Reporting Department Lead 7-717-625-6546 DMB/aem Ma r. 23. 2012 12:49PM PNC ~ ~I~1 March 23, 2012 Bradley Griffie Attorney At Law 200 N Hanover Carlisle PA 17013 RE; Ham! K Wolf SSN: 188-03-1302 DOD: 0110412012 Dear Sir/Madam: No. 2373 ?. 2 In response to your request for Dato of Death (DOD) balances for the customer noted about, our records show the following: Checi:inE Account Account # 5112072079 Established: 09!1012007 HAZEL K WOLF WILBUR E WOLF IR DOD balance: $ 3,3$4.56 + 0.01 accrued inutest Please note that this offiu provides date of death balances for deposit accounts (ARAB, CDs, Checkiog and Savings). We da not prove say bnaraial tranaaetions or provida atatemeots. ff you need assistance with any of these items, please call 1-8A8-PNGBANK (I-888-762-2265) or stop by your local PNC Book brooch office. Sincettly, National Financial Services Center PNC Bank, N.A. Member FDIC This message is ixtexdtd jor the use ojthe irtdivtdual or extity w which it is addressed and may coxtaix inforxmtiox that is privileged, coxfidtxtial axd exempt from disclosure uxder applicable law. Ijtlrt reader ojNris messoge it xot Nre ixtexded recipiext or the employee or agent responstble for deliverixg this message to the Lrtexded reelpiex(, you are hereby xottJled that axy diestminatiox, distribudon or copying ojthis commwrications it sbic@y prokibited If you !rave received this coxrxwxicatiox ix error, please xotlfy mt immediatdy 6y reply or by telephone at d00 762-1775 and ixrmediately destroy this fazed document. Page 1 of 1 Sovereign Bank ESTATE OF Haze] K. Wolf SOCIAL SECURITY #: 188-03-1302 DATE OF DEATH: January 4, 2012 Account #: 1674065280 Type: Money Market Open date: 8(17/2010 In the name of: Hazel K Wolf (Wilbur E Wolf Jr POA) Date of Death Balance: $123,624.62 Int.(YTD) from 1/1/2012 to 1(4/2012 $0.00 Accrued interest to date of death: $12.15 Otherlnfo: Account closed on 01/20/2012 for $123,624.62. Account #: 2761034732 Type: Checking Open date: 1 1130/1 99 5 In the name of: Hazel K Wolf or Wilbur E Wolf Jr Date of Death Balance: $6,000.43 Int.(YTD) from 1/1/2012 to 1!412012 _ $0.00 Accrued interest to date of death: $0.01 Otherlnfo: Account#: 1675551707 Type: In the name of: Hazel K Wolf or Wilbur E Wolf Jr CD Date of Death $alance: $` Int.(YTD) from lfl/2012 to Accrued interest to date of death: Otherlnfo: $7.70 to death Account #: 1674064055 Type: Money Matket Open date: 8/27/2009 In the name of: Hazel K Wolf (Wilbur E Wolf Jr POA) Date of Death Balance: Account closed prior to death Int.(YTD) from to _ Accrued interest to date of death: Otherlnfo: Account closed on 07/14/2010. Account #: 1675545436 Type: In the name of: Hazel K Wolf Date of Death Balance: Account closed Int.(YTD from to Accrued interest to date of death: Other Info: Account closed on 08/17/2010. CD Open date: 811 412 0 0 8 Open date: 12!20!2011 $0.00 ,151.77 1/4!2012 Page T of 1