HomeMy WebLinkAbout06-05-121
J 1505610140
REV-1500 ~` t°'-'°'
PA Department of Revenue OFFICIAL U8E ONLY
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code tar File Number
PO Box 2aosol 2 1 1 0 0 0 2 1 7
Harrisburg, PA 17128-0501 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date Of Birth MMDDYYYY
2 0 2 3 6 9 8 4 4 0 2 1 6 2 0 1 0 1 0 0 1 1 9 4 8
Decedents Last Name Suffuc Decedents First Name MI
S E E S J E F F R E Y 0
(H Appliubls) Enter Surviving Spouse's Infortnetton Below
Spouse's Last Name Suffix
Spouse's Social Security Number
Spouse's First Nanre
THIS RETURN MUST 8E FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
FILL INAPPROPRIATE OVALS BELOW
1. Original Retum ^X 2. Supplemental Retum ~ 3. Remainder Retum (date of death
prior to 12-13-82)
4. Limked Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required
death after12-12-82)
6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Wiil) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-85) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Tebphone Number
D O U G L A S G M I L L E R 7 1 7 2 9 2 ~5 3
RE018TER U8E y
~ ~-~
First line of address
YJ~7 ::::
I R W I N 8 M c K N I G H T P C ~'' s r
g
Second line of address = W
$
6 0 W E S T P O M F R E T S T R E E T o
City or Post Office State ZIP Code DATE FILED
C A R L I S L E P A 1 7 0 1 3
Correspondent's e-mail address:
Under penaldes of perjury, I declare that I have examined Mis return, Including aecomparrying schedules and statements, antl to the best of my knowledge and belief,
it is true, correct and complete. Decla of rer other than the personal representagve is based on all iMormatlon of which preperer has any knowledge,
SI RE OF R .ON RESPO FILING RETURN DATE
250 ALICE LANE V NEWPORT PA 17025
SIG RE OF REPA R O R REPRESENTATNE DA E
ADD
60 WES POMFRET STREET CARLISLE PA 17013
1505610140
PLEASE USE ORIf31NAL FORM ONLY
Side 1
1505610140 J
~ '
J
1505610240
REV-1500 EX
Decedents Social Security Number
DecedenPs Name: JEFFREY 0• SEES 2 0 2 3 6 9 8 4 4
RECAPITULATION
1. Real Estate (Schedule A) ..................................... .... .. 1.
2. Stocks and Bonds (Schedule B) ................................ .... .. 2.
3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages and Notes Receivable (Schedule D) .................... .... .. 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E). .... .. 5. 4 3 5 8 9 • 9 9
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . .... .. 6.
7. Inter-Vivos Transfers & Miscellaneous 1~-Probate Property
(Schedule G) U Separate 8i8ing Requested . .... .. 7.
8. Total Grose Assets (total Lines 1 through 7) ..................... .... .. 8. 4 3 5 8 9. 9 9
9. Funeral Expenses and Administrative Costs (Schedule H) ............ .... .. 9• 7 8 2 5. 3 4
10. Debts of Decedent, Mortgage Liabilkies, and Liens (Schedule I) ....... .... .. 10. 1 5 9 0 . D D
11. Total Deductions (total Lines 9 and 10) ......................... .... .. 11. 9 4 1 5. 3 4
12. Net Value of Estate (Line 8 minus Line 11) ...................... .... .. 12. 3 4 1 7 4 . 6 5
13. Charitable and Governmental BequestsJSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............. .... .. 13.
14. Net Value SWrjeet to Taz (Line 12 minus Line 13) ................ .... .. 14. 3 4 1 7 4 . 6 5
TAX ~AECULATION`-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.D _ 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X :0 _ 0. 0 0 16. 0. 0 D
17. Amount of Line 14 taxable
3 4 1 7 4
6
5
17
4
1
0 D
9
6
.
at sibling rate x .12 . .
1 S. Amount of Line 14 taxable
0
0
0
O
D
0
.
at collateral rate x .t5 18. .
19. TAX DUE ...................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
4 1 D 0. 9 6
a
Side 2
L 1505610240 1505610240
REV•1500 F>( Page 3
Di3cedent's Complete Address:
Fik Numbar
21 10 00217
DECEDENTS NAME
JEFFREY O. SEES
STREET ADDRESS
1109 APPLE DRIVE, APT 3
CITY
MECHANICSBURG STATE
PA ZIP
17055
Tax Payments and Credits:
~ • Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments 4, 583.05
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Ffll In oval on Page 2, Line 20 to request a refund.
(1) 4,100.96
Total Credits (A +g) (2) 4,583.05
(3)
(4) 482.09
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or incarle of the property transferred : ...................................................................... ^
b. retain the right to designate who shall use the property transferred or its income : ............................... ^
c. retain a reversionary interest; or ................................................................................................ ^
d. receive the promise for life of either payments, benefits or care? ....................................................... ^
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ X^
3. Did decedent own an'in trust for" apayable-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? .................................................................................................. ^
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) (i)].
For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only benefiaary.
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 decedents 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 decedents siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling 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 E}(+ (11-10)
` Pennsylvania
DEPARTMENT OF REVENUE
INHEPoTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8r MISC.
PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
JEFFREY O. SEES 21 10 00217
include qle of Cdigegon and the Cate the p~o~eds were received by qre estate.
Aq ~y owned wqh right of survhas ih p nwtt be dkcbwd on ScheduN F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t. FIRST NATIONAL BANK OF MARYSVILLE -CHECKING ACCOUNT #100113214 639.93
2. SUSQUEHANNA BANK -CHECKING ACCOUNT #10007733651 300.01
3. SUSQUEHANNA BANK -MONEY MARKET ACCOUNT #10007738049 10,005.02
4. ORRSTOWN BANK -CERTIFICATE OF DEPOSIT #4000036518 10,003.49
5. AMERICHOICE FEDERAL CREDIT UNION -SAVINGS ACCOUNT#46156-01 500.04
6. PNC BANK -CERTIFICATE OF DEPOSIT -ACCOUNT #31900239234 1,130.38
7. PNC BANK -CHECKING ACCOUNT #5006430493 441.62
8. PNC BANK -SAVINGS ACCOUNT #5005464915 3,516.61
9. ROWE'S AUCTION SERVICE -SALE OF PERSONAL PROPERTY 1,446.00
10. L.B. SMITH FORD -WARRANTY REBATE 1 481 89
,
11. COUNTY OF CUMBERLAND 100.00
12. L.B. SMITH FORD -SOLD AUTOMOBILE 14,000.00
13. SALE OF MISCELLANEOUS PERSONAL PROPERTY 25.00
TfnAL (Also enter on Line 5, Recapitulagon) ~ ;
q more space is needed, insert addigonal sheets of paper of iha same size
REV-1511 EX+ (10-08)
` pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
rsrnt t or FILE NUMBER
JEFFREY O. SEES 21 10 00217
Decederd's debts must be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
t.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) BONITA S. HEISEY
Street Address 250 ALICE LANE
Cny NEWPORT state PA zip 1
Year(s) Commission Paid:
2, AttomeyFees: SCOTT W. MORRISON
3. Famiy Exemption: (If decedents address is rwttha same as cMimaM's, attach explanation.)
C~imant
Street Address
City State 21P
Relationship of Claimant to Decedent
4. probeleFees: REGISTER OF WILLS
5. I AcoouMant Fees:
6. ( Tax Retum Preparer Fees:
7. CUMBERLAND LAW JOURNAL -ESTATE NOTICE
8. THE SENTINEL -ESTATE NOTICE
9. ROWE'S AUCTION SERVICE -PUBLIC SALE COMMISSION
10. REGISTER OF WILLS -FILING FEE (2 INHERITANCE TAX RETURNS)
11. REGISTER OF WILLS -FILING FEE -PETITION FOR GRANT OF LETTERS
12. STEPHEN P. BRUDOWSKY -EXECUTOR FEE PAID FROM ESTATE ACCOUNT
WHEN PREVIOUS RETURN WAS FILED. FUNDS HAVE NOT BEEN
REIMBURSED TO ESTATE ACCOUNT
1,300.00
2,600.00
151.50
75.00
293.74
506.10
45.00
54.00
1,300.00
TOTAL (Also enter on Line 9, Rec~itulation) I = , e„~ „
If rrare space is rureded, use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
JEFFREY O. SEES
Decedent's Name 21 10 00217
Page ~ File Number
Schedule H -Funeral Expenses ~ Administrative Costs - 62. Attorney Fees
ITEM
NUMBER DESCRIPTION AMOUNT
2. IRWIN 8< McKNIGHT, P.C. 1,500.00
SUBTOTAL SCHEDULE H-B2 1,500.00
REV-1512 EX+ (72-08)
' Pennsylvania
DEPARTMENT OF REVENUE
INHERRANCE TAX RETURN
RESI~NiDECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF _ FILE NUMBER
JEFFREY O. SEES 21 10 00217
Report debts incurred by the decadent prior to death that remMned unpaid at the date of dath, includhrg unreimbursad medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. HSBC BANK NEVADA, N.A. -CREDIT CARD 1,590.00
TOTAL (Also enter on Une 10, Recapitulation) I S
If more space's needed, insert additlonal sheets of the sarrre size.
REV-7513 Ek+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
JCr•r•RC T V. ACCJ 21 10 00217
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS pnchaie ouUpht I disMbutions and henskrs under
Sec. 91 ~6 (a (1.2].]
1. BONITA S. HEISEY Sibling 34,174.65
250 ALICE LANE REMAINDER
NEWPORT, PA 17074
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S
n ii„n~ aNwc is iicwc~, uac cwm~n mi s~iexis ui paper a [ne same SIZe.
BEFORE THE REGISTER OF WILLS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF JEFFREY O. SEES, .
DECEASED : NO 21-10-0217
DECREE OF THE REGISTER OF WII.,IS
AND NOW, this 16th day of March, 2012, having received no response to the
Citation issued on February 6, 2012, as to why the document dated July 8, 2002,
should not be admitted to Probate as the Last Will and Testament of Jeffrey O. Sees,
and why the Letters of Administration granted to Bonita S. Heisey and Stephen P.
Brodowsky should not be revoked and why Letters Testamentary should not be
granted to Bonita S. Heisey a/k/a Bonita Kreider, IT IS DECREED that the
document dated July 8, 2002 is admitted to probate and Letters Testamentary are
issued this date to Bonita S. Heisey a/k/a Bonita Kreider.
Bonita S. Heisey a/k/a Bonita Kreider shall have all the rights and duties of a
fiduciary under the laws of Pennsylvania and shall proceed with the administration
of this estate according to law.
Glenda Famer Strasbaugh, Register of i is
c~ -.,
'='
~-
~~ ;:,
m
~
C ~..~ ~.
--
:70 ~ ' -
,'n
~ -y .. r
b Q ~~ p
LAST WILL AND TESTAMENT OF
JEFFREY O. SEES
I, Jeffrey O. Sees, of East Pennsboro Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as my Last Will and
Testament as follows:
1. I direct my hereinafter named Executrix to pay my just
debts, funeral expenses and costs of administration of my estate as soon as
possible and convenient after my death.
2. I direct my hereafter named Executrix to pay out of the
corpus of my estate, all state inheritance taxes and federal estate taxes, if any
be due, which may be assessed by reason of my death on property passing
under this my Last Will and Testament, or on property passing to any person
or persons by reason of joint ownership thereof, such as certificates of
deposit, savings bonds, etc. to the intent and effect that no person shall be
required to personally pay any Pennsylvania inheritance tax or federal tax
thereon.
3. I give, devise and bequeath all the rest, residue and
remainder of my property, both personal and real, of whatever nature and
wheresoever situate, to my mother, Marian L. Brudowsky.
4. In the event my mother, Marian L. Brudowksy, should
predecease me or die on or before the thirtieth (30th) day following my
death, I give, devise and bequeath all the rest, residue and remainder of my
estate, both real and personal, and of whatever nature and wheresoever
situate, to my sister, Bonita Kreider.
iuilry A. MORROW
Attorney st lew
217 S. GrBsl~ StnN
P.O. Box 250
Nsw Bbomfl~W, PA 17068
~,0~
5. I hereby nominate and appoint my sister, Bonita Kreider, as
Executrix of this my Last Will and Testament.
6. I direct that my Executrix or her successors shall not be
required to give bond or other security in any jurisdiction wherein
proceedings may be held in connection with my estate. Nor shall any
guardian of property or persons be required 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 .TuC,y , 2002.
Q (SEAL)
Witness
KATHY A. MORROW
AMotM, !t Lriv
217 S. 4rIIsM Stmt
P.O. Soz 2'f0
New RlaomtlaW, PA 17068
COMMONWEALTH OF PENNSYLVANIA
* ss:
COUNTY OF PERRY
KATNY A. MORROW
Atfomey at Uw
217 S. Grllslo !freer
P.O. Box x9O
New BloernfltW, PA 17068
We, Jeffrey O. Sees, the testator in, and GL.~ltl9 ~' ~ - uM ~.~/
and ~(g ~ ~ . r~ca~P,~v t„1 ,the witnesses to the attached
or foregoing instrument, who have signed the instrument, having been duly
qualified according to law do depose and say:
(a) that I, the testator, do hereby acknowledge that I signed and
executed the instrument as my last Will, that I signed it willingly and as my
free and voluntary act for the purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testator sign and
execute the instrument as his last will, that he willingly signed and executed
it as his free and voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the testator signed the will as a witness and
that to the best of our knowledge the testator was at that time 18 or more
years of age, of sound mind and under no constraint or undue influence.
Wi ss
~~ L ` ~„~----~--
Witness
Notary Publi
My Commission xpires:
NOTARIAL SEAL
SANOFIA KAY CAA~PBELL, Notary Public
Blsorrdield Born. Perry County
Commission Ex ices October 26, 2002
uan-l3-LUIL ua:ooral rrcuaruerala r~orn son taw
717-682-4["LU I-LLtl null/U10 r-oc4
MAMI OFFICE
Orre CEntra SquiYb • P.O. BOx ~ • Marysvirce, PA 17059 • Phone; 717-857-2198 • Fax: 717-957-4578
March 19, 2010
Scort W Morrison
Center Square
PO Box 232
New Bloomfield PA 17068
RE: Estate of Jeffrey O Sees DOD: 2-16-10
Here is the information you requested per your letter of March 17, ZO10:
Checking 100113214
Dwner: Jeffrey 0 Sees
Open: 2-2-10 .
Int Rate: 1.4996
DOD Bal: $639.70
DOD Int: .23
- If you require any further information, please feel free to contact us.
Sincerely,
Barbara Recher, Manager
JAN-13-2012 08:59PM FROM-Gerald Morrison Law
March 23, 2010
SCOTT W..MORRISON, ESQUIRE
PO ROX 232
NEW BLOOMHELD, PA 17068
RE: JetTmy O. Sees !state
SS#: 202-36-9844
DOD: Fltebruary 16, 2010
To Whom It May Concern:
717-582-4220 T-229 P.OIZ/u10 r-oca
Susquehanna
Susquehanna 8orrk
26 North Cede Street
P.O. Burr 1000
LIllts, PA 17543-71x10
ToN free fi0p.311.31tl2
In response to your letter of March 17, 2010, here is the above customer account
information as of February 16, 2010.
Account #1 Account #2
Account Title: Jeffrey O. Sees Jeffrey O. Sees
• Account Type/# Ckg/10007733651 Money Mkt/10007738049
• Date Opened / Matur)ty 2/2/10 2/3/10
• Interest Rate: .0596 1.5096
• Account Balance*: 300.00 10,000.00
• Accrued Interest: .O1 5.02
• YTD Interest: .00 .00
*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,
~c~w m• ~.-~.
Dawn M. Berrier
Support Services Levd
1-717-625-6546
DMB/UR
JAN-13-2012 99;56PM FROM-Gerald Morrison Law
T17-59Z-4ZZ0 I-[ztl Y.ula/ulo r-oc4
~~25°I~~A1VI£
A 7aradii~'ot~ of Eaccs~lerece
77 East King Street
Shippensburg, PA 17257
March 22, 2010
Scott W Morrison
Center Sgr~are, PO Box 232
N'ew Bloomfield PA 17068
AtteYrtion: Scott W Morrison, P,squire
Shirley Wescott
Orrstown Bank
PO Box 250
Shippensburg, Pa 17257
Phone 717.530.2515
Re: Estate of: Jeffrey O. Sees
Date of Death' 2/16/2010
I.T IS HEREBY CERTIFIED THAT THE AEOYE NAMEDDECEDENT; ON THEABOYE DATE, HAD THE
r• OLLOwING ACCO UNTS WITH ORRSTOWN BANK•
CERTIFICATE OF DEPOSIT
t,~~ount # Title of Account
4000036518 Jcffrey O Sees
Rest regards, ,y ~
lam! J~"-_~
irley Wescott
Receptionist
Date o inci al Accnud Interest SOD Bal
1/30/10 10,000 3.49 $10,003.49
JAIV-I~-LUIL ua:norM rnuu-t;erata I~arrison yaw
717-582-4"2"LU t LLtl r.ul4/ulo r-oay
AmeriChoice
FEDERAL CREDIT UNION
Building Relationships For Life
Apri18, 2010
Scott W Morrison, Esquire
Center Square, PO Box 232
New Bloomfield, PA 17068
Re: Estate of Jeffrey O Sees
Scott,
The decedent had one member number 46156. Jeffrey was the sole owner with a regular savings,
suffix 01. This acraunt was opened January 30, 2010.
Date of death balances wero as follows:
Savings - $540.04
Interest accrued till DOD - $0.04 (01/31/10)
Interest accrued following DOD - 0.24 (02/28/10)
The account was closed on March 18, 2010 with a check withdraw of $500.28.
Please feel free to contact me directly with any questions you may have.
sincerely,
a..~o
•
Bonnie R. Seagraves
Operations Specialist
Phone (717) 591-1282
Fax (717)697-3713
Email bseaRravesnaame~ o'c .o
Main Office: 2175 Bumble Bee Hollow Road • Mechanicsburg, PA 17055 • Phone: (717) 697-3474 • Fax: (717) 697-3713
.. We6site: www.americhoice.ore ~~
pan-i~-cuiz ua:obrs rnusrueraia Morrison i.aw
~~
LEAbtf1~ Tl1r WAY
a~, 2010
Scott W Morison, Esq.
Center Squsse
P O Bmc 232
New Bloomfield, PA 17068
li~E: rear o sces
SSN: 202-36-9844
DOD: 02-16-2010
Dear Mr. Marrisoa:
717-582-4220 T-22f3 P.O10/ol5 r-eca
In tespomge tci your iegtyest fnr 1Satis ot'Death (DOD) beln~goes frn the Cut~o~ noted above, otrt
reoorrLs show tba fonovving:
corffinte of Deposit .
Accrnmt ~l 3190039234
JEFFREY 0 SEES
DbD balance: S 1,123.13 t 7:25 accrued interest
Iaberestpaid O1-01.2010 tltru 02-16-ZO10 S 0.00 YTD
Cbeeld~r A,oeoant
Accotmt # 5006430493
GREY 0 SEE5
DOD ice: $441.62 non interest beating
Suviags Account - .
Account #5003464915
' ~ ~ J'FFFIZJ~X O SEES
DOD balance: S 3,516.48 +0.13 accxued i~snst
Interest peed Ol-Q1-2010 thru 016-2010 $ 0.16 YTD
r~lia>~a: o3-lsvaoo4
Established: 03.04-2009
Estebliebied: 09-21-2009
Please Hate that this oilivs provides date of death balances far deposit accou~s (IRAs, CDi, Citecl:ing end
Savi~s). We do not paooeas aq flaaaeisl traasaadem er provide sleteassab. ]fyou aced assistance with
any of flues items, please eall t-8>R6-P'NC-BANK (1.888.76x~Z65) or stop by yrna local p'tdC Bank brmrdi
mice. .
8iaexrely,
Ne~ional Financial Sssvices Center
PNC Beak, N.A. Member FDIC
~;,:
.~
Page 1 of 2
~~\ 3~ ~,
~ ~~
~~ ~ ~y~~~
~~~ ~h