HomeMy WebLinkAbout08-17-121
1505610140
REV-1500 ~` t°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue Cou Code Year Fite Number
Buroau of Individual Taxes My
PO BOx 280601 INHERITANCE TAX RETURN 2 1 1 1 0 1 0 1 9
Hanisburo. PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYV Date of Birth MMDDYYYY
2 0 9 1 8 2 9 0 2 0 9 1 3 2 0 1 1 1 0 1 3 1 9 2 3
Decedent's Last Name Suffix Decedents First Name MI
V O Y A C K M A R Y M
(If Applicable) Enbr Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
TH13 RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
Q 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
pnorto 12-13-82)
^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required
death after 12-12-82)
® 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (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 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFDENTUIL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Tebphone Number
R O G E R B I R W I N, E S Q D I R E 7 1 7 4 9 X 5 3
ti ~7
~
REOI I
~ ~C
``
LLS USNNINLY
~.. GC") ~
.. t: .
~ ;, C
First line of address '- , r° _ [ ri
I R W I N & M c K N I G H T P C ° ~' " _ ^'Y
~
Second line of address g
ti r;.7 {
6 0 W E S T P O M F R E T S T R E E T ~ w ` ~,
City Or Po$t Office State ZIP Code DATE FILED C.~
C A R L I S L E P A 1 7 0 1 3
Correspondent's email address:
Under penekias of perjury, I dedere that 1 have examined this return, Inducting aoeompanying schedules and statements, arM to the best of my knowledge and belief,
ft is true, correct and complete. Declaration of preparer odter tlwr the personal representative is based on all inromwtion of which preparer has any knowledge.
SIGtj1yTURfg10F PERSON RESPf,NS~LE FOR FILING RETURN DATE
9 STRAWBERRY LANE CARLISLE PA 17013
Side 1
L 1505610140 1505610140
PLEASE USE ORIGINAL FORM ONLY
1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's wane: MARY M• V O Y A C K 2 0 9 1 8 2 9 0 2
RECAPITULATION
1. Real Estate (Schedule A) ........................................ ... 1. 7 7 9 0 0, 0 0
2. Stocks and Bonds (Schedule B) ................................... ... 2. 4 0 5 . 4 3
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3.
4. Mortgages and Notes Receivable (Schedule D) ....................... ... 4.
5. Cash; Bank De osits and Miscellaneous Personal Pro )
P party (Schedule E ....
... 5. 5 0 1 2 8 9 • 6 6
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6.
7. Inter-Vivos Transfers & Miscellaneous h~-Pfobate PropltRy
(Schedule G)
S
p
t
BH-I
R
u
e
ara
e
rg
equested .... ... 7.
S. Total Gross Assets (total Lines 1 through 7) ........................ ... 8. 5 7 9 5 9 5. 0 9
9. Funeral Expenses and Administrative Costs (Schedule H) ............... ... 9. 2 8 0 7 6 . 0 4
10. Debts of Decx3dent, Mortgage Liabilities, and Liens (Schedule I) .......... ... 10. 6 5 2 7 . 4 2
11. Total Deductions (total Lines 9 and 10) ............................ ... 11. 3 4 6 0 3. 4 6
12. Nat Value of Estate (Line 8 minus Line 11) ......................... ... 12. 5 4 4 9 9 1. 6 3
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ..... ... 13.
14. Net Value Subjegtie Tax (Line 12 minus Line 13) ................... ... 14. S 4 4 9 9 1. 6 3
TAX CALCULATION =:8~lE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec: 8116
16. Amount of Line 14 taxable
at lineal rate x •045 5 4 4 9 9 1. 6 3 16. 2 4 5 2 4. 6 2
17. Amount of Line 14 taxable
at sibling rate X .12 0. ~ 0 17. 0, O Q
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 t6. 0. 0 0
19. TAX DUE .................. ........................... .. ..... .. 19. 2 4 5 2 4. 6 2
20. FILL IN THE OVAL IF YOU ARE REQUESTMKi A RERUND OF AN OYERPAYI~NT O
aide 2
1505610240 1505610240
REV-1g0E EX Page 3
Decedent's Complete Addiress:
Fiie Number
21 11 01019
DECEDENTS NAME
MARY M. VOYACK
STREET ADDRESS
502 FALCON DRIVE
CITY
CARLISLE sraTE
PA nP
17013
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditslPayments
A. PriorPaymeMS 24,000.00
B. Discount 1,226.23
3. Interest
4. If Line 2 is greater than Line 1 +Line 3, enter the difference. This is the OVERPAYMENT.
Fill In oral on Page 2, Llne ZO to raqueat a refund.
(1) 24, 524.62
Total Credits (A +B) (2) 25,226.23
(3)
(4) 701.61
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 income of the property transferred : ...................................................................... ^
b. main 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. H death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate conslderatlon? ....................................................................................... ^
3. Did decedent own an 'in trust for or payable-upon~eath 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 benefiaary designation? .................................................................................................. ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS 18 YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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 dais 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 beneficiary.
For dates of death on or after July 1, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedents lineal benef~iaries 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-150! EX+ (01-10)
Pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
INHEwTANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
OF:
FILE
MARY M. VOYACK 21 11 01019
All reel property ovanad tokly or a a tenant fn commar must be reported at fair mukst vahre. Fair market value is defined as the price at which property
would be exchanged betwean a willing buyer and a wilting sellP.r, neither being compelled to buy or sep, both having reasatable knowledge of the relevant tads.
Rol property that b Jolntlyotlisred rvMh ripM of survivorship must be dhcbsed on Schedule F.
Attach a copy of the settlement sheet 'rf the property has been sold.
ITEM Include a copy of the deed showing decedenPs interest'rf owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1. 502 FALCON DRIVE, PINE MANOR MOBILE HOME PARK, LOT 502 77,900.00
SOLD -SETTLEMENT SHEET ATTACHED
TOTAL (Also enter on Line 1, Recapitulation.) I S 77
It more space s needed, use additional sheets of paper of the same size.
REV-1508 EX + (8-98)
'` SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS ~ BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
"' ~ ^~ ` "~ FILE NUMBER
MARY M. VOYACK 21 11 01019
~ ProPeKY l~s-~ad whll ripM of wrvfvonhip mud be dkclosed on SchaduN F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC INVESTMENTS - SECURITIES ~nn~_~~~~da .,.~ ...
TOTAL (Also enter on line 2, Recapitulation) I ;
(If mae space is needed, Irreert additional sheets a the same size)
REV-1509 EX+ (11-10)
enns Ivania
p y SCHEDULE E
DEPARTMENT OF REVENUE
CASH, BANK DEPOSITS, 8 MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
MARY M. VOYACK 21 11 01019
Indude the of ittigatan and the date the proceeds were received by the estate.
All props owned wffh right of survhron mutt be diecbesd on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. USAA -SAVINGS ACCOUNT #8830 63,685.85
2. USAA - CERTIFICATE OF DEPOSIT #6359 70,757.58
3. PNC BANK -CERTIFICATE OF DEPOSIT #31100339373 35,903.43
4. PNC BANK -CERTIFICATE OF DEPOSIT #31200344382 25,518.52
5. PNC BANK -CERTIFICATE OF DEPOSIT #31800353581 72,630.46
6. PNC BANK -CHECKING ACCOUNT #9148014813 31,528.34
7. PNC BANK -SAVINGS ACCOUNT #9011517487 490.24
8. BANK OF AMERICA - CERTIFICATE OF DEPOSIT #9678 143,835.99
9. BANK OF AMERICA -CERTIFICATE OF DEPOSIT #4227 50,768.25
10. JEWELRY -APPRAISAL ATTACHED 570.00
11. PERSONAL PROPERTY -APPRAISAL ATTACHED 5,601.00
TOTAL (Also enter on Line 5, Recapitulation) ~ ;
If more space is needed, insert additional sheets of paper of the same size
REV-1591 EX+ (10-09)
pennsylvania I SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
MARY M. VOYACK 21 11 01019
Deeedsrrts deble must ba reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Nama{s) of Personal Representative(s)
Street Address
City State ZIP
Y~r(s) Commission Paid:
p, Atbmay Fees: IRWIN & McKNIGHT, P.C.
3, Fatuity Exemption: (If decedents address is rwt the same as claimants, attach explanatbn.)
Claimant
Street Address
City State ZIP
Relationship of CleimaM to Decedent
4. probate Fees: REGISTER OF WILLS
5 Accountant Fees:
6. TaxRetumPreparerFees: PATRICIAA. ROSENDALE, CPA
INCOME TAX RETURN 8 FINAL FIDUCIARY TAX RETURN
7. REGISTER OF WILLS -FILING FEE
8. BANK OFAMERICA -DATE OF DEATH VALUATION
9. ROY D. GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY
10. THE SENTINEL -ESTATE NOTICE
11. CUMBERLAND LAW JOURNAL -ESTATE NOTICE
12. MERRY MAIDS -CLEANING
13. CLOSING COSTS FROM SALE OF REAL ESTATE
14. NOTARY
15. REGISTER OF WILLS -SHORT CERTIFICATES.
TOTAL (Also enter on Line 9, Recapitulation) ~ i
21,000.00
415.50
545.00
30.00
20.00
60.00
189.54
75.00
802.00
4,899.00
20.00
20.00
If mae is needed, use additional sheets of paper of the same size.
REV-151`[ EX+ (12-06)
pennsylvania SCHEDULE 1
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, ~ LIENS
RESIDENT DECEDENT
ESTATE OF FN.E NUMBER
MARY M. VOYACK 21 11 01019
Report debts Incurred by the daadent prbr to death tllat remained unpaid at the dabs of desUr, includbrg unreimbuned medial ezpemes.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PINE MANOR -MOBILE HOME LOT RENT -10 MONTHS 4,820.00
2. CONTINUING CARE RX -MEDICAL 139.85
3. ERIE INSURANCE -MOBILE HOME INSURANCE 609.00
4. PP&L -ELECTRIC 264.08
5. UGI -UTILITY 262.56
6. USAA -INSURANCE FOR 1999 HONDA 174.24
7. ROBIN K. SOLLENBERGER -REAL ESTATE TAXES 257.69
TOTAL (Also enter on Une 10, Recapitulation) I S
If more space is needed, insert additional sheets o-the same sim,
Ktv-i ei s,e~c+ dui-t o)
Pennsylvania
DEPARTMENT OF REVENt1E
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
to I w ~ t vr: _ FILE NUN~ER:
MARY M_ VOYA(:K .,. .. ,......,
~~~~~
RELATIONSHIP TO DECEDENT
AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List TrutbNs) OF ESTATE
I TAXABLE DISTRIBUTIONS gnclude qq~~ppM I dtshibu6or~s and transfers under
1i
S
ec.9
6(a (1.2).)
1. JOHN E. VOYACK, III Lineal 125,000.00
409 WOOD LAWN
CARLISLE, PA 17013
2. HEATHER R. (VOYACK) WILLIAMS Lineal 125,285.00
19 MEADE DRIVE 112 JEWELRY
CARLISLE, PA 17013
3. DANA VOYACK HUBSHMAN - Lineal 125,265.00
1232 MOWRY STREET 1/2 JEWELRY
OLD FORGE, PA 18518-1120
4. DEBORAH VOYACK Lineal 5,000.00
9 STRAWBERRY LANE
CARLISLE, PA 17013
5. JOHN E. VOYACK, JR. Lineal 164,421.63
9 STRAWBERRY LANE REMAINDER
CARLISLE, PA 17013
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
i~ iiivrc aF+wc w ~~ocucu, uac cuu~uw iai aiiccw VI NaFR9 to SI@ Saffl@ SIZe.
. ,
~I
~~~t 3~it1 ~xt~r C~P~t~rit.eitt
Of
MARY M. VOYACH
BE IT ~I.EMEMBERED, That I, Ma*Y M. Voyack, of the Borough of Avoca,
Coumy of Luzeme and Commonwealth of Pemisylvanie, being of sound mind, memory
and understanding do make, publish and declare this Instrument as and for my Last Will
and Testament, hereby revoking and making void any and all Wills and codicils mabe by
me at any time heretofore, md:
FIRST: I direct my Executor hereinafter named to pay my just debts and funeral
expenses as soon as conveniently may be after my decease. I direct that said expenses be
paid by my residuary estate, as part of the expense of the administration of my estate. I
further order and dixxt that all arrangements be made by funeral directors, Roane 8c
Regan of the Coumy of Luurne and Commonwealth of Pennsylvania
SECOND: I direct that all estate, inheritance and succession taxes and other
taxes in the nature thereof imposed or payable by reason of my death, together with any
interest or penalties thereon, whether on property passing under this Will or otherwise,
shall be paid out of the principal of my residuary estate as if carne were an administration
expense, without appordo~rent or right of reimbursement. All legacies, devises and
other gifts of principal and income made by this Will or any other codicil hereto, shall be
free and clear thereof.
THIRD: I hereby give, devise and bequeath all the rest, residue cad remainder of
my estate ano property, real, personal and mixed, of whatsoever nature and kind, and
wheresoever situate, to my husband, JOHN E. VOYACK, SR, if he survives me.
r~~ (initials) Page 1 of 3
~ `v
FOURTH: In the event that my husband predeceases me, or if we should die in a
common disaster, of under such circumstances that it is impossible to determine which of
us predeceased the other, then, and in that evem, I make the following disposition of my
(a) One Hundred Twcmy Five Thousand (S 125,000.00) Dollars to each of my three
(3) grandchildren: JOHN E. VOYACK, III; HEATHER VOYACK; and DANA
VOYACK HUBSHMAN.
(b.) Five Thousand (55,000.00) Dollars to my daughter-in-law, Deborah Voyack.
(c.) I request that my son, John E. Voyack, Jr., is his discretion, give to my
granddaughters, HEATHER VOYACK.AND DANA VOYACK HUBSHMAN,
all of my jewelry in equal share.
FIFTH: I give, devise and bequeath all the rest, residue and remainder of my estate
and property, real personal and mixed, of whatsoever nature and kind, and wheresoever
situate to my son, JOHN E. VOYACK, JR
SIXTH: I Hereby nominate, constitute and appoint my husband, JOHN E.
VOYACK, 5R, as Executor of this my Last Will and Testatrum. Ia the event that he
predeceases the or is otherwise unable to serve as such, then and in that event I hereby
nominate, constitute and appoint my son JOHN E. VOYACK, JR. as the Alternate
Executor of this my Last Will and Testatneart. Aad further, I direct that my personal
reprzserttative shall serve as such without the necessity of posting bond or filing any
security in any jurisdiction whatsoever.
SEVENTH: I give my Executor and alternate Executor, respectively, the fullest
power and authority in all matters and questions, including, without limitation, complete
power and authority to sell at public or private sale, for cash or credit, with or without
sccwity, mortgage, lease and dispose of all property, real and personal, at such times and
upon such terms and conditions as she or they may determine, all without court order.
1~~ '' -1-~- (initials) Page 2 of 3
EIGHTH: Wherever in this my Last Will and Testament it is provided that any
person shall benefit hereunder if such person shall survive me, such person shall be
deemed not to have survived me if he or she shall die within thirty (30) days after my
death.
IN WITNESS 'WfIEREOF, I MARY M. VOYACK, Testatrix herein, do hereby
sign and affix my name and seal this my Last Will aad Testament, (consisting of three (3)
pages, including this Page ~ Pn~B Pages hereof bearing my initials) this ~~
day of , 2005.
Y M. O ~A
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF
On this ~~day of 2005, before me, the undersigned officer,
personally appeared MARY M. VOYACK ,the Testatrix heroin, who is ]mown to the
(or satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledging that he, being duly qualified according to law, is
executing the same willingly, as his free aad voluntary act, for purposes therein
expressed.
IN WITNESS WHEREOF, I bereuato set my hand and official seal.
NOT PUBLIC
My Commission expires:
--++~M~~ „ ~ Page 3 of 3
. • ~..symEN7~F.u.z,.2ooe
~,1~nw, P«~Y° "°'orL1°" q Nouns
AFFIDAVIT OF ATTESTING WITNESSES
COMMONRBALTH OF PENNSYLVAI3IA
SS:
COL3NTY OF
Each of the undersigned attesting witnesses to the Brill of Mary M. Voyack,
does on oath state that Mary M. Voyack, the Testatrix who was believed by the
undersigned to be of sound mind and memory, did subscribe the foregoing instrument at
its date, in the presence of the attesting witnesses and did at the same time, declare the
foregoing instrument to be his last Will, and at the same time, in his presence, at his
request and in the presence of each otbea, we did each of us subscribe the instrument as a
witness.
Subscribed and sworn to before me by the witnesses,
this ~''~aay of ~~,,2005
SETREMENT STATEMENT
July 18, 2012
Estate of Mary M. Vayadt To Donald X. and Sandra L. Burt
Properly kxabed at502 Fakxrn Drhre, Carlisle. PA 17013
2006 Skyline BirclrAeld 27'x58' manutacwred home YINN i4C~8110505UBA
USB IMtlal EseroMrDeooslt + 312.75
Subtotal .. 566.632.45
Pr+eoeid Finance t2siarees - 3.786.20
amount Financed S~ ~ ~a
Pro-ratiat~s to SellerslS99511 cP.O.C.>
ale Price sn.9oo.00
Comm_ inn t2_Pnrderr~al Nomasale Services Grout -4.674.00
Prooerty Tax Pro-radon5
Buyer InitiaU~~/ ~~~'"~°~
Seller Initials
Pam 1 of 2
Tidehien Fee + 57.50
Broloer Fee t4 Shields; lrrves:~ment Prooertie~ + 3.739.20
Insureeca Pnmtuen to Kevstsxrse National Irssurarooa Camoatw . + 426m
CHECK DISBURSEMENT
L Sitieldt Irwestinent Properties
(bal: doom payment).:
Z. Prudential HorrressleServkx;eroup
{brokerfee-;:
3. tJs Fritts
I ~)
4. Estate of Mary M. Voyack
(pno-ratios)
5. Robin Solknber~er .
(2012f13,School Taxi
1. Escste of Mary M. Voyadc
(finetroed proceeds)
1.. Mary M. Voyack
• (be proceeds)
2. Hon~esele Services Group
lssipn + booker' fee)
Cashier's Bieck
PersonalChedc
Personal Check
Personal Check
PersorrolCheck
Total Checks
Geshters Check
Total Checks
Cashier's Check
Cashiers Check
Toni Ched~s
$I4~995.00
295.00
195.00
5951
1.163.83
$16,708.34
~~,
f
$61,905.00
4,9.00
sn,9oo.00
***P se note that proceeds will be disbursed once the loan funds at US Bank*1**
Dona :Burt Estate df Ma voyadc
~~~.~
Sandra L Burt
Page 2 of 2
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IJSAA FEDERAL 8AVING3 BANK
~®
October 13, 2011
.,_
~~~~~~
Est of Mary Voyack OCT l: "1 2~~'~
c% Irwin & McKnight, P.C.
60 W Pomfret St 1RWII~ ~ McltylGFC
Carlisle PA 17013-3222 ~ 'N10FFlL'E~
Re: Estate of Mary M Voyack
Dear Sir or Madam,
As you requested, we're providing the balance of Mrs. Woyack's accounts on the date of
his death.
Account type Account Ending in Interest Accrued Balance Open Date
Savings' ' ' 8830 $25.29 $63,685.85 02/08/07
Certificate of Deposit 6359 $8.66 $70,757.58 03/11/09
The account registration for the above accounts on the date of death is as follow:
Mary M Voyack
If you need additional information, please call 1-800-531-1045, Monday through Friday,
7:30 a.m. to 6:00 p.m., C.S.T, or send correspondence to the address listed below.
Sincerely,
.L'taa. d
Lisa Ortiz
Survivor Relations Specialist
USAA Federal Savings Bank
USAA Federal Srvings Bank USAA Savings Bank
10750 McDermott Freeway 3773 Howard Hughes Pkwy Su 190N USAA Relocation Services, ]nc.
San Mtonio, 7'X 78288-0544 Las Vegas, NV 89109 10750 McDermott Freeway
(800) 531-2265 (210) 436-8000 (800) 922-9092 San Mtonio, TX 78288-0553
FDIC INSURED FDIC INSURED (800) 531-7741
0
~~
t.g~o~+ot~EwaY
October 13, 2011
Roger B Irwin Esquire
Irwin & McKnight, P.C.
west Pomfiret Psofssaional Bldg
~o west Pomfret st
Carlisle, PA 170]3-3222
RE: Name: Mary M Voyack
SSN: 209-18-2902
DOD: 09-13-2011
Dear Mr. Irwin:
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Cert36eate of Deposit
Account # 31100339373 Established: 02-20-2009
MARY M VOYACK
DOD balance: $ 35,898.69 + 4.74 accrued interest
laterest paid Ol-01-ZO11 thru 09-13-2011$ 48.01 YTD
Account # 3120D344382 Established: 11-03-2009
MARY M VOYACK
DOD balance: $25.515.03 + 3.49 accrued interest
Imerest paid 01-01-2011 tbru 09-13-2011$ 93.72 Y'TD
Account # 31800353581 Established: 09-28-2010
MARY M VOYACK
DOD balance: $72,624.06 + 6.40 accrued interest
Interest paid 01-01-2011 tbru 09-13-2011$ 97.11 YTD
Checkistg Account
Account # 914$014813 Established: 12-11-1986
MARY M VOYACK
DOD balance: $ 31,528.20+0.14 accrued interest
Interest paid 01-01-2011 thru 09-13-2011 $ 9.15 YTD
Pace 1 of
P
Savisga Ace011Ht
Account # 9011517487 Established: d1-31-2045
MARY M VOYACK
DOD balance: $ 490.24 + 0.00 accrued imcnst
Interest paid 01-01-2011 thru 09-13-2011$ 0.73 YTD
Im~estment Acoouat
The decedent xaaintained Investiuant Account # 3573248. For 1'ittther information, you may call the
Brokerage Depnr4onent at 1-800-762-6111.
safe DepnslK Ho:
The decedent maiataiaed safe deposit box #2267
located at: Carlisle
105 Noble Blvd
Carlisle, PA 17013
(717)243-6021
Please note that this offtco provides date of death bahmoes fa deposit accouata (IRAs, CDs, Checking and
Savings). We do sot pr,ecees aq $saacisl tnmsetlose or provWe etalsmesta. ff you need essiatence with
say of these items, please call 1.888-PNGBANK (1-888-762-2265) or stop by ycxu local PNC Bpnk branch
office.
sincerely,
National Financial Services Cetrter
PNC Bank, N.A.
Member FDIC
Thfs message is intended for the use of the !ndlvidual or entity to which it is addressed and may
contain !Formation that is prfvflaged, confidential and exemptfran dLrelosure 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 iruended recipient, you are hereby nonfied that arty dissemination,
distribution or copying of this communications is strictly prohibited. ,~f 'yvu have received this
communication !n error, please notify me immediately by reply or by telephone at 80~-76Z-1775 and
immediately destroy this faxed document.
Pear. 7 ~f 7
__
' ~ank~Ameri~a''
s
November 21, 2011 ~ ~~'~~®
Irwin & McKnight PC NQ~ 2 5 2011
West Pomfret Professional Building
60 West Pomfret Street IRWIN & I~cKN1GF1'f
Carlisle PA 17013: t AW aFFlCES
Dear Roger B Irwin:
Bank of America received your request regarding the Estate of Mary M Voyack, Date of Death
09/13/2011 /. Below find the financial infoririation requested on accounts held in the name of the
decedent:
D: *******9678
ate of Death Balance: 143 835.99
ccrued Interest: 9.45
tatus: ened 07/10/1995
itle: M Vo k
D. *******4227
ate of Death Balance: 50 768.25
ed Interest: 1.46
ed 03!10/2003
itle: M Vo
Comments:
No Safe Deposit Box found.
Should you need additional assistance regarding the above named Estate such as obtaining statement
copies or closing accounts, please direct requests to the address noted below:
Bank of America
Legal Correspondence R.S. & 5. Center
FL1-300-O1-29
4109 Gandy Blvd
MARY M~ VOYACK ESTATE
d/o/d -SEPTEMBER 13, 2011
Appraisal by:
Harry E. Donlon 243-8943
CARLISLE COIN SHOP
25 Circle Drive
Carlisle, PA 17013
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Erik Insurance
Exchange
Member • Erie Ineurencs Clroup
100 Erb Ine. PI. Erle, PA 16530
Named Insured
MARY M VOYACK & JOHN E VOYACK
502 FALCON DR
CARLISLE PA 17013-8777
ERIE Agent
Agent Number AA7507
SHINER INSURANCE AGENCY PC
1001 S MARKET 5T STE C
MECHANICSBURG, PA 17055-4749
(717) 766-1200
Insured Copy
Mail Date: 10/20/2011
Premium Invoice
Policyholder. MARY M VOYACK & JOHN E
VOYACK
~,;, ,;• Policy Number: Q591050190
Policy Type: Mobile Home Protector
14~» Policy Period: 11/10/2011 - 11/10/2012
AA7507
Previous Minimum Due: $0.00
Payment: $0.00
Net Adjustments: $0.00
Past Due Amount: $0:00
Current Installment: $609.00
Billing Fees Due: $0.00
To a in full
P Y
$609.00
- .~~ ~=~v~ yr ~ ~ • -~~
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Thank you for choosin g Erie Insurance for your
insurance needs)
Want to pay this bill online? Go to www.erieinsurance.com, Pay My Siff and make a convenient, secure online payment.
Other bill paying options are also available on our Web site. Contact your Agent with questions or coverage changes.
Fees will be added for any returned payments and included on future invoices,
Keep toR P«~ ~ your records ! i2etum bcitam portion wqh Your peyrnent
Onb,rhhM+ P(YMIM ............. . _. _.. _. _..._ .__ .... OnGch hem
Pegs 3 of 3
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Q vice Proposal '
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' ~ertisem~Type:~~y/ ~lt~'^ . I,C,leaning T .• A /PM ~ Sales Aoot Ti
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Home )/) ~ - /S a ^ Business Phone: ~ Cell 7 ~
irections: _ ~ .~ ^ w ~ ~~~~ . _ ~ ~
House Cleaning ' `~- ~ "~~~' "`w~`~
First Cleanin oo Weekly ~~, ~ • ~~~~ (,~o~l
Fee ~ ~ Fee $_~_ Fee $~_ Fee $ ~, N • -
Sales Tax $~ Sales Tax $~~O Sales Tax $ ~. ~° Sales Tax $
Total $ 7 ~ Total $~~D Total $ )~ Total ~ /37 d~'
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s Tax $~~t1
i a sue?. 3v
/ Master Bedroom ~~ N da
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Bedroom
Bedroom ~ • «/., .// .•.jrir
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Family Room
/ Living Room
Dining Room
wr.k(wr/~~la, ikCUmclr,,.sea,dacf- 6/•x+4/ Mr. t G1lm~~ ,pt, Xda
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Office/Study
Rec Room
Hallways
Stairs
Kitchen r--- -
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# Foyer/Front Entry r~°~'b'f~a•1d elw.se
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Customer AuthonzaNon:~~ ~~~~~`frrs(/G ~ Sales Rep: ~
125 Gateway Dr., Suite 117, Mechanicsburg, PA 17050 • Phone: 17)
88 • Fax: Mechanicsburg@mm2clean.co
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