HomeMy WebLinkAbout08-30-12J 1505610143
REV-1500 Ex(°'-'°' ',~`
PA Department of Revenue OFFICIAL USE ONLY
Pennsylvania County Code Veer File Number
Bureau of Individual Tazes ue•nanexro•-vexua
Po Box.zaosol INHERITANCE TAX RETURN 21 12 273
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
12 07 2009 08 13 192,1
Decedent's Last Name Suffx Decedent's First Namme MI
FULTON MARY
P
(If Applleable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL INAPPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
X^ 1. Original Retum ^ 2. Supplemental Return
^ 4. Limitetl Estate ^ qa, Future Interval Comppromiae
(tlera or tlearh akar 12-12A2)
g Decetlenl Dietl Teateta 7 Devcaadtle t Main1 ned a Living Tmst
(Attach Copy of lMlp ^ (Attach HLOpy ot~rusl)
^ 9 L'f '
^ 3, Remainder Retum (date of death
prior to 12-13-92)
^ :i. Federal Estate Tax Retum Required
tl. Total Number of Sate Deposit Boxes
. Iigahon Proceeds Received ^ 10. ~°tweaen P$~~~~entlat{e gsjr deam ^ p1,Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDMUND G MYERS (717) 761 4540
First line of address
301 MARKET STREET
Second line of address
PO BOX 109
City or Post Office
LEMOYNE
Correspondent's a-mail address:
llntler penalties, of perjury, I declare that I
ADDRESS
THAN
State ZIP Code
PA 17043
inclutling accompanying schedules and
personal) representafive Is based on all
EDMUND G. MYERS
REGISTER O~LS USE Qi9LY
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301 MARKET STREET Lemoyne PA
Side 1
15056'10143 1505610143 J
1505610243
REV-1500 EX
oa~tlent'°"°me, FULTON, Mary P
Decedent's Social Security Number
RECAPITULATION
1. Real Estate (Schedule A) .................................................................................... ... 1.
2. Stocks and Bonds (Schedule B) .......................................................................... ... 2. 13 , 518.2 5
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)....... .. 3.
4. Mortgages & Notes Receivable (Schedule D) ..................................................... ... 4.
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............. .. 5. 2 , 337.87
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 148 , 245.11
7. Inter-Vivos Transfers 8 Miscellaneous I~oq-Probate Property
(Schedule G) a Separate Billing Requested........... . 7,
8. Total Gross Assets (total Lines 1-7) ................................................................... .. 8. 164 , 101.23
9. Funeral Expenses 8 Administrative Costs (Schedule H) ..................................... .. 9. 22 , 642.88
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............................ .. 10. 51, 984.86
11. Total Deductions (total Lines 9 8 10) ................................................................. .. 11. 74 , 627.74
12. Net Value of Estate(LineBminusLinell) ......................................................... . 12. 89,473.49
13. Charitable and Governmental Bequests/Sac 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) ............................................. .. iq, $ 9 , 4 73 .4 9
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 15.
i6. Amount of Line 14 taxable
at lineal rate X .045 8 9 4 73 .4 9
i 16.
17. Amount of Line 14 taxable
at sibling rate X .12 0.00 17.
16. Amount of Line 14 taxable
at collateral rate X .15 0.00 18.
19. Tax Due ................................................... .............................................................. . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243
0.00
4,026.31
0.00
0.00
4,026.31
J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-12-273
DECEDENT'S NAME
FULTON, Mary P
STREETADDRESS
6354 Mercury Drive
CITY
Mechanicsburg STAI"E
PA ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Cheek box on Page 2 Line 20 to request a refund
(1) 4,026.31
Total Credits (A + B) (2) 0.00
(3) 251.67
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4,2]],9$
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 transferred :............................................................................... ^ ^x
b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x
c. retain a reversionary interest; or ............................................................................................................... ^ x
d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate considaration? .................................................................................................................... ^ ^x
3. Did decedent own an "in trust for' or payable 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 Ci 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 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 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 decedent's 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 decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A
sibling is defned under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rev-750] E%+ (B-9a)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENN6YLVANIA
I NHERITANOE TA% RETURN
RESIDENL DECEDENT
ESTATE OF FILE NUMBER
FULTON, Mary P 21-12-273
All property JdnHy-ovmsdwith dpht of aurvivonhlp must Dedi~closad on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 359604103 724 shares of General Electric Co -Com 16.125 11,874.50
2 591558108 50 shares of Metlife Inc -Com 36.135 1,808.75
Accrued dividend on Item 2 through date of death 37.00
TOTAL (Also enter on Line 2, Recapitulation) 13,518.25
(If mare space Is needed, additional pages of the same size)
Copyright (c) 2002 fonn software only The Lackner Group, Inc. Form PA-1600 Schedule B (Rev. 6-98)
Rev-7608 EX~ (e-eBJ
COMMONN£ALTH OFPENNSYLVANIA
INHERITANCE TAX gETURN
RE8IDENT OECEOENT
SCHEDULE E
CASH, BANK DEPOSITS, 8 MISC.
PERSONAL PROPERTY
ESTATE OF (FILE NUMBER
FULTON Mary P 27-12-273
InGutle the proceetla of IitiBelion end the tlete the proceeds were recaivetl by the valeta.
All property JolnOyrownetlwiM the ripllt ofsurvivonhip moat Ds dlaclossd on sclletlule F
• •~•~ ngnw .a nccuou, auulnOnal yagas Or IIle Same SRe)
Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule E (Rev. 6-98)
R°v-0508 EX+(8-96)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENr DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FUL
SURVIVING JOINT TENANT(S) NAME
A. Mary Lynne Molnar
ADDRESS
770 Poplar Church Road
Camp Hill, PA 17011
B.
C.
JOINTLY OWNED PROPERTY:
FILE NUMBER
21-12-273
on sehstlul° G.
I
RELATIONSHIP TO DECEDENT
Daughter
ITEM
NUMBER LETTER
FOR JOIN
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE 01= ASSE % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 A 05/28/1984 M&T Bank Savings Account No. 3.918.21 50.000% 1
959
11
15004206018275 ,
.
2 A 09/12/2006 Real Estate located at 6354 Mercury Drive, 292,572.00 50.000% 146,286.00
Mechanicsburg, PA 17050 -Silver Creek at
Hampden, Unit 38, Cumberland County, PA
Assessed Value of Property in 2009 x CLR
1.28
TOTAL (Also enter on Line 6, Recapitulation) I 148,245.11
(If more space is needed, adtlitional popes of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule F (Rev. 6-98)
REV-7767 EXa 170-08)
COMM I T D~F~LVgNIA
SCHEDULE H
FUNERAL EXPENSES &
i.DMINISTRATIVE COST;
ESTATE OF FILE NUMBER
_ FULTON, Mary P 21-12-273
Debts of decedent must be reported on Schedule I.
ITEM
_N UM&ER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
B. I ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
11,570.00
Street Address
City State Zio _
Yearlsl Commission paid
2. Anornev's Fees JOHNSON DUFFIE 7,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Mary L. MOlnar
Street Address 770 Poplar Church Road
City Camp Hill state PA Zio 17011
Relationship of Claimant to Decedent Daughter
4. Probate Fees 124.50
5. Accountant's Fees
6. Tax Return Preparers Fees
7. Other Administrative Costs 448.38
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 22,642.68
Copyright (c) 2009 forth software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
_ FULTON Mary P 21-12-273
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exoenses
1 Malpeui Funeral Home 11,570.00
H-A 11,570.00
Other Administrativ -costs
2 Reserves: Additional Miscellaneous Administrative Costs 250.00
3 The Cumberland Law Journal -Notice of Estate Administration 75.00
4 The Patriot News Co. -Notice of Estate Administration 123.38
IH-87 448.38
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rsvd512 FJl+172-0a)
SCHEDULE 1
DEBTS OF DECEDENT,
COMMONWEALTH OF PENNSYLVANIA MORTGAGE LIABILITIES, & LIENS
INHERITANCE TAX RETORN
RE6IDENT pEDEDENT
ESTATE OF FILE NUMBER
FULTON, Mary P 21-12-273
Report dsbb Incumtl by Me tlecsdent prior to death that remained unpaid at Me date o/ tlsath, Includlnp unreimbuned medical expenau.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 1/2 of First Mortgage Loan # 0059078808 on Real Estate located at 6354 Mercury Drive, 38.355.90
Mechanicsburg, PA 17050
2 Arrow Financial Services, LLC -1/2 of Mortgage Debt on Real Estate 1,018.83
3 Check clearing after date of death 1,087.85
4 Discover Bank vs. Mary Fulton -Judgment against Decedent on Credit Card Balance 11,087.56
5 MrYrT Bank Relationship with Checking -Service Charge 10.00
6 M&T Bank Relationship with Checking -Service Charge 10.00
7 OmniCare 7844
8 Silver Creek at Hampden Township vs. Mary Fulton -Judgment against Decedent 212.89
9 Southwest Credit - Verizon 133.59
TOTAL (Also enter on Line 10, Re<:apitulation) I 51,984.86
(If more space is needed, adtlitional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Forth PA-1500 Schedule I(Rev. 12-OS)
REV-7673 EX• IH-asl ~
SCHEDULE J
comr~~o~~n"~A BENEFICIARIES
ESTATE OF FILE NUMBER
FULTON, Ma P 21-12-273
NUMBER
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT
SHF~RE OF ESTATE
AMOUNT OF ESTATE
(Words) ($$$)
I• TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 a 1.2
1 RobeR K Fulton Son 1/2 of Residue
2800 One Commerce Square
Philadelphia, PA 19103-7098
2 Mary L Molnar Daughter 1/2 of Residue
770 Poplar Church Road
Camp Hill, PA 17011
Total
Enter dollar amounts for distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet, as a r o riate.
II NON-TAXABLE DISTRIBUTIONS:
. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTA L OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHFFT
Copyright (c) 2009 form software only The Lackner Group, Inc. Forth PA-1500 Schedule J (Rev. 11-08)
ESTATE OFMARYP. FULTONar7r/a
MARYPATRICIA FULTON
SCHEDULE OF EXHIBIT
EXHIBIT A
EXHIBIT B
EXHIBIT C
EXHIBIT D
:51/040
Last Will and Testament for Mary P. Fulton signed and dated
January 14, 1998.
Estate Val Valuation for General Electric Sto<;k.
Estate Val Valuation for Metlife Stock.
M&T Bank Date of Death Valuation of Accounts.
~~t~~ ; t1I tt~td ~e,~~~nt~~tt
OF
MARY P. FULTON
I, MARY P. FULTON, of the Borough of Mechanicsburg., Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by me.
I.
I direct that all my legal debts and funeral expenses, including my gravemarker and all
expenses of my last illness, shall be paid from my residuary estate as soon as practicable after
my decease as a part of the expense of the administration of my estate.
II.
I bequeath all of my silver, including, but not limited to, twelve (12) place settings, sterling
tea service and tray to my daughter, MARY L. MOLNAR.
III.
I bequeath my Wedgewood China to my son, ROBERT K. FULTOPJ.
IV.
I bequeath my diamond dinner ring to my granddaughter, KERRY E3. FULTON.
V.
I bequeath my engagement ring and diamond wedding band to my daughter, MARY L.
MOLNAR.
~ti~b~~-
A
099999-00007/January 8 1998 /JRD/BMR/100633
VI.
I bequeath my household goods, automobiles and other tangible personalty of a like
nature (not including cash or securities), except those items of tangible personalty specifically
bequeathed, together with any insurance thereon, to my children, ROBERT K. FULTON and
MARY L. MOLNAR, to be divided between them by the Executor with due regard for their
personal preferences, in as nearly equal shares as practical.
VII.
I devise and bequeath the"residua of my estate of every nature and wherever situate, in
equal shares, to my children, ROBERT L. FULTON and MARY L. MOLNAR.
VIII.
Should any issue entitled to a share of my estate not attained the +Bge of twenty-five (25) at
the time of distribution to him or her, I devise and bequeath his or her share to DAUPHIN
DEPOSIT BANK AND TRUST COMPANY, IN SEPARATE TRUST, to hold, manage, invest and
reinvest the shares so received and accumulation of income thereon, to use and apply the income
and principal, or so much thereof, at Trustee's discretion, as may be necr:ssary or appropriate for
such issue's support and education (including trade school and college education, both graduate
and undergraduate) without regard for his or her parent's ability to provide for such support or
education, or to make payments for these purposes, without further responsibility, to such issue or
such issue's parent or to any person taking care of such issue. Any principal or income not so
applied shall be distributed to such issue absolutely when he or she attains the age of iwenty-fire
(25) years. If he or she dies before attaining the age of twenty-five (2;i) years, the Trust shall
terminate and such share shall be distributed to his or her personal representative.
IX.
The interest to the beneficiaries herein shall not be subject to anl:icipation or voluntary or
involuntary alienation.
099999-00007/January 8, 1998/JRD/BMR/100633
X.
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 residuary estate as part of the
expense of the administration of my estate.
XI.
I appoint my son, ROBERT K. FULTON, Executor of this, my Last Will. Should my son,
ROBERT K. FULTON, fail to qualify or cease to act as Executor, I appoint my daughter, MARY L.
MOLNAR, Executrix of this, my Last Will.
XII.
I direct that my Executor, Trustee, and their successors, shall not tie required to post bond
for faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ) ~{' - day of
~~~+ , 1998.
~~~/2h~G(SEAL)
MAY . FULTON
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who, at her request, in her presence and in the
presence of each other have hereunto subscribed our names as witness.
099999-0Op07/January 8, 1998/JRD/BMR/100633
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
:ss:
COUNTY OF CUMBERLAND
I, MARY P. FULTON, Testatrix, whose name is signed to the foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
MAR P. FULTON ~-
S~w~~ggm or affirmed to and acknowledged before me, by MARY P. FULTON, the Testatrix,
this /~/~day of 1998.
Notary blic
My commission expires:
NOTARIAL SEAL
NINA JUNE DAVIS, Notary Public
Lemoyne Boro. Cumberland County
M Commission Ex fires Oct. 31 1998
Member PennsylvaniaAssoclation of Notaries
4
099999-00007/January 8, 1998/JRD/8MR/100633
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
:ss:
COUNTY OF CUMBERLAND
We, ~£2,e y 7~ ,hli.~~ and Ci ~ l(E/~t= 2 the
witnesses whose names are signed to the foregoing instrument, being duly qualified according to
law, do depose and say that we were present and saw the Testatrix: sign and execute the
foregoing instrument as her Last Will and Testament; that she signed willingly and that she
executed it as her free and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our
knowledge, the Testatrix was at that time at least 18 years of age, of sound mind and under no
constraint or undue influence.
n Sworn or affirmed to and subscribed to before me by~~,e and
~"~~r--e ~ ~_~~~Pr' witnesses, this /5l~day of C~vt 4 ~~, 1ggg.
c~,~~=tea (SEAL)
Notary Pub
My commission expire:>:
NOTARIAL SEAL
NINA JUNE DAVIS, Notary Public
Lemoyne Boro. Cumberland County
M Co mission Fx i es Oct. 31 1998
Memher PenneylvanleAewcletlon of Notsrlse
5
Estate Valuation
Date of Death: 12/07/2009
Valuation Date:
12/07/2009 Estat e of: FULTDN, Mary P. estate
Processing Date: 09/20/2012 Account: 10862-1
Report Type: Date of Death
Number of Securities: 2
File ID: Fulton
Shares Security
or Pax
Description
High/Ask Low/Bid Mean and/or
Adjustments Div and Int Security
A
l
ccrua
s Value
l) ~) _-
COM
New York Stock Exchange
12/07/2009 16.29000 16.01000 N/L
16.125000 11,674.50
2) 50 METLI FE INC (591568108)
COM
New York Stock Exchange
12/07/2009 36.79000 35.98000 H/L
Div: 0.74 Ex: 11/05/2009 Rec: 11/09/2009 Pay: 12/14/2009 36.135000 1,806.75
37.00
Total Value:
Total Accrual:
Total: 513,518.25
$13,981.25
537.00
//!!)1 1~1~yy11
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Page 1
This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.1)
Estate Valuation
Date of Death: 12/07/2009 Estate of: FULTON, Mar P. estate
Valuation Date: 12/07/2009 y
Processing Date: 09/20/2012 Account: 10862-1
Report Type: Date of Death
Number of Securities: 2
File ID: EVlton
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 724 GENERAL ELECTRIC CO 1369609103)
COM
New York Stock Exchange
12/07/2009 16.29000 16.01000 H/L
16,125000
21 ..i~~TlsZPID.PNkt~.:('9925fi$},pp~.
COM
New York Stock Exchange
12/07/2009 36.79000 35.48000 H/L
Div: 0.74 Ex: 11/05/2009 Rec: 11/09/2009 Pay: 12/19/2009 36.135000
Total Value:
Total Accrual:
Total: $13,518.25
11,679.50
1,806.75
37.00
$13,481.25
$37.00
~~J,b-i bi.~
~-
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, :[nc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (RevSsion 7.1.1)
p n~s~
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Law Offices
Johnson Duffie
301 Market Street
P.O. Box 109
Lemoyne, PA 17043-0109
Re: Estate of Mary P Fulton
Social Security: 078-12-3812
Date of Death: December 7 2009
Phone 888-502-4349
Fax (302) 934-2955
Apri14, 2012
Dear Sir or Madam:
Per your inquiry on March 27, 2012, please be advised that at the time of death, the: above-named decedent had
on deposit with this bank the following:
1. Type of Account
Account Number
Ownership (Names ofl
Opening Date
Balance on Date of Death
Accrued Interest
Total
2. Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
34630988
Mary Patricia Fulton
Mary L Molnar (POA)
08282007
$1,287.85
$ .02
-- _.-_.
.._.$1,287.87- -___ ... -- - __.. _ -
Savings Account
15004206018275
Mary Patricia Fulton
Mary 4Molnar
0528/1984
$3,918.17
$ .04
$3, 918.21
~ ~`~