HomeMy WebLinkAbout10-15-12EX (01-10)
-~ REV-1500 1505610143
OFFICIAL USE ONLY
PA Department of Revenue pennsy vania county code veer File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
Po Box.2aoso~ INHERITANCE TAX RETURN 21 12 0 8 2 3
Harrisburg, PA 1712a-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
07 13 2012 12 14 1938
Decedent's Last Name
LEMMING
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix Decedent's First Name MI
NANCY L
Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Retum Required
(date of death after 12-12.82)
® g, Decedent Died Testate ^ ~ Decedent Maintained a Living Trust ~ 8. Total Number of Safe De osit Boxes
(Attach Copy of wllq (Attach Copy of Trust) - P
^ 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty Credit ((date of death 11, Election to tax under Sec. 9113 A
between 12-31-91 and f-1-95) ^ (q~~ Sch, O) ( )
CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
HAMILTON C DAVIS 717 532 5713
First line of address
20 EAST BURD STREET
Second line of address
SUITE 6
City or Post Office State ZIP Code
SHIPPENSBURG PA 17257
cornesponaent'se-mail address: hdavis~Zullinger-Davis.com
I~
REGISTER O .~.S USE ONLY
t>7 ~ Q
_
p r_ : ~ --
-
^t~
DA~ FILED t„~ -
C'~
r
~:>
,.~
_~
-:~
rr1
Under penalties of perjury, I declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, rrect and complete. DeGaretion of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNAT OF PERSON RESP E FOR FILI RETURN DATE
LISA A. MENTZER ~ ~ Il v ~ z
27 SPRING DRIVE, SHIPPENSBURG, PA 17257
SIGNATURE OF PR ARER OTHER THAN REPRESENTATIVE DATE
Hamilton C Davis f d z
ADDRESS
20 East Burd Street, Shippensburg, PA 17257
Side 1
1505610143 1505610143 J
1505610243
REV-1500 EX
Decedent's Name: LEMMING, NANCY LOU
Decedent's Social Security Number
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 & Notes Receivable (Schedule D) .......................................................... 4.
5• Cash, Bank De osits & Miscellaneous Personal Pro e
P P rty (Schedule E) ................
5. 3 5 7 12 5 . 5 6
~
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............. 7. 4 3 , 3 3 9 . 0 8
8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 4 0 0, 4 6 4. 6 4
9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9. 1 6, 4 9 9. 0 0
10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................................ 10. 6 0 7 . 2 0
11. Total Deductions (total Lines 9 & 10) ...................................................................... 11, 1 7 , 1 0 6 . 2 0
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 3 8 3 , 3 5 8 . 4 4
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) ................................................. 14. 3 8 3 , 3 5 8 . 4 4
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.
16. Amount of Line 14 taxable
at lineal rate X .045 3 8 3, 3 5 8. 4 4 16. 17 , 2 51.13
17. Amount of Line 14 taxable
at sibling rate X ,1Y 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due ..................................................................................................................... 19. 17 , 2 51.13
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 12 - 0823
LEMMING, NANCY LOU
STREET ADDRESS --
27 SPRING DRIVE
CITY
SHIPPENSBURG STATE
PA ZIP
17257
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A• Prior Payments
B. Discount
3. Interest
18,388.57
862.56
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Total Credits (A + B) (2) 17, 251.13
(3) 0.00
(4)
(5) ~.~~
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. retain the right to designate who shall use the property transferred or its income :.................................... ^ 0
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 consideration? ....................................................................................................................... ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... 0 ^
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 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 retturn 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 ears 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) p2 P.S. §9116 (a) (1)].
(1) 17,251.13
• 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 defined under Section 9102, as an individual who has at least one parent in common with the decedent, wfiether by bloo~ or adoption
SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
COMAAONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF LEMMING, NANCY LOU FILE NUMBER
21 - 12 - 0823
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
i
surv
vorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1 RAYMOND JAMES INDIVIDUAL ACCOUNT NO. 22475825 220,347.19
2 ACCRUED INTEREST ON 1 1,558.85
3 2011 CHEVY IMPALA 14,000.00
4 1992 REDMAN NEW MOON 28X48 MOBILE HOME 25,305.00
5 CVS -REFUND 66.07
6 CAPITAL BLUE CROSS REFUND 313.51
7 M&T BANK CHECKING ACCOUNT NO. 1300504 19,723.85
8 M&T BANK SAVINGS ACCOUNT NO. 15004224503258 75,811.09
TOTAL (Also enter on Line 5, Recapitulation) I 357,125.56
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF LEMMING, NANCY LOU FILE NUMBER
21 - 12 - 0823
ITEM ~ DESCRIPTION OF PROPERTY i % OF
InGude the name of the transferee, their relationship to decedent DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ~ end the date of trensfer. Attach a copy of the deed for real estate. ~ VALUE OF ASSET ~ INTEREST I (IF APPLICABLE)
1 RAYMOND JAMES IRA, ACCOUNT NO. 64363490, a3,32~.s~ ~ I 43,327.97
i PAYABLE TO CHILDREN AS NAMED i
BENEIFICARIES ~
j ~ ~
~ 1
2 ?ACCRUED INTEREST ON 1 i 11.11 ' 11.11
TOTAL (Also enter on Ilne 7, Recapitulation) 43,339.08
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RE8IDENT DECEDENT
SCFEDULE H
1W1~~~71 ~V'111YG VW 1 ~7
FILE NUMBER
ESTATE OF LEMMING, NANCY LOU 21 - 12 - 0823
Debts of decedent must be reported on Schedule I.
ITEM ~ ~--
NUMBER ~ FUNERAL EXPENSES: DESCRIPTION ~ AMOUNT
A. 1 ~ DUGAN FUNERAL HOME ~ 2,387.00
I
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
2.
3.
City State Zip
Year(s) Commission paid
Attorney's Fees HAMILTON C. DAVIS, ESQUIRE
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4.
5.
6.
7.
1
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
TERRY KIMBALL -APPRAISAL
13,250.00
435.50
250.00
TOTAL (Also enter on line 9, Recapitulation) 16,499.00
C Schedule H
COMMONWEALTH OF PENNSYLVANIA w Fut>~al
INHERITANCE TAX RETURN /"1~,~'~'~~1111c ~~
RESIDENT DECEDENT
ESTATE OF LEMMING, NANCY LOU FILE NUMBER
21 - 12 - 0823
2 ~ CUMBERLAND COUNTY LEGAL JOURNAL -LEGAL ADVERTISING 75.00
i I
3 i THE NEWS CHRONICLE -LEGAL ADVERTISING 101.50
Page 2 of Schedule H
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
COMMO ERRANCT EOTAX RETURN~IA LIABILITIES, & LIENS
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF LEMMING, NANCY LOU 21 - 12 - 0823
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 CENTURY LINK 60.35
2 COMCAST 117.85
3 AMERICAN MODERN SELECT COMPANY 429.00
TOTAL (Also enter on Line 10, Recapitulation) ~ 607.20
REV-1613 EX+(11-08) _ ~- _
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF
LEMMING, NANCY LOU FILE NUMBER
21 - 12 - 0823
NUMBER j RELATIONSHIP TO
NAME AND ADDRESS OF PERSON(S) I DECEDENT SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$)
RECEIVING PROPERTY ! oo Na ua Trustee(s)
I TAXABLE DISTRIBUTIONS [include outright spousal i
distributions and transfers
under Sec. X116 (a) (1.2)]
1 LISA A. MENTZER ;Daughter MOBILE HOME 114,862.41
27 SPRING DRIVE AND 1/4 RESIDUE
SHIPPENSBURG, PA 17257
2 TERRY L. ENGLE ~ Daughter 1/4 OF RESIDUE 89,557.41
1980 WENGER LANE
CHAMBERSBURG, PA 17201
3 TAMMY LEMMING j Daughter 1/4 OF RESIDUE 89,557.41
2508 WALNUT STREET, APT. 1
HARRISBURG, PA 17103
i
i
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover
sheet, as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ~
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ 0.00
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN BENEFICIARIES continued
RESIDENT DECEDENT
ESTATE OF LEMMING, NANCY LOU FILE NUMBER
21 - 12 - 0823
NUMBER RELATIONSHIP TO
NAME AND ADDRESS OF PERSON(S) DECEDENT SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
($$$)
RECEIVING PROPERTY Do Not uat Trustee(s)
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions and transfers
under Sec. X116 (a) (1.2)]
4 DONALD LEMMING :Son 1/4 OF RESIDUE 89,557.4!
P.O. BOX 812 '
MARENVILLE, PA 16239
i
i
i
i
i
i
3
3
I
i
I
1
3
3
I
I
Page 2 of Schedule J
ADDITIONAL Personal Representatives
LEMMING, NANCY LOU SS# 315-54-0958 7/13/2012
Under penalties of perjury, the undersigned declare that they have examined this return,
including accompanying schedules and statements, and to the best of their knowledge and
belief, it is true, correct and complete.
2 Signature
Name
Address
City, State, Zip
Date
,3 Signature
Name
Address
City, State, Zip
Date
4 Signature
Name
Address:
City, State, Zip
Date
5 Signature
Name
Address:
City, State, Zlp
Date
6 Signature
Name
Address:
City, State, Zlp
Date
~^
TERRY L. ENGLE
1980 WENGER LANE
CHAMBERSBU G PA 17201
v ~d/
LAS~WILL AND TESTAMENT
I, NANCY LEMMING, of Southampton Township, Cumberland County, Pennsylvania,
declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by
me.
ITEM I: I direct that all my just debts (except as may be barred by a Statute of
Limitations) and my funeral expenses (including my gravemarker and expenses of my last illness)
shall be paid from my residuary estate as soon as practicable after my decease as a part of the
administration of my estate.
ITEM II: I bequeath those articles of my household furniture and furnishings and
those articles of my personal effects and personal property as I have or may set forth in a separate
memorandum (which is or will be signed by me, dated and make spee;ific reference to this Will and
memorandum, which I shall place with my Will or deposit with my attorneyj, to the persons therein
designated.
ITEM III: I devise and bequeath ail the residue of my estate of every nature and
wherever situate in equal shares, per capita, to such of my biological children TAMMY
LEMMING, 'TERRY .LYNN ENGLE, .DONALD LEMMING, JR. and LISA ANN MENTZER, as
shall survive me.
ITEM TV: My daughter, LISA ANN MENTZER, has lived with and taken care of me
since August of 20p8. As an expression of my gratitude toward Lisa, I wish to assist her in the
securing of my home for her at my death. Thus, I give and grant to Lisa (and to her personally} the
right and option to direct in kind distribution to her of my home and its contents. Such right and
.__..--
i
option must be exercised by Lisa giving written notice to my F.,xecutor within four (4) months
following my death.. If such right and option is exercised, the distributive share of Lisa shall be
charged with an amount equal to the date of death fair market value of my home and its contents as
determined by my Executor for inheritance tax purposes. I.f the distributive share of Lisa shall. be
less than the value of my home, Lisa may exercise this right and option only on the condition that
she pay to my Executor a sum equal to the difference between the value of my home and Lisa's
distributive share of my estate. Should Lisa fail to exercise this right and option or should she
notify my Executor in writing of her release of this right and option prior to its expiration, then my
home shall be free of this right and option and may be dealt with thereafter as if this right and
option had not existed. During the time following my death, for a reasonable period (not less than
six months), Lisa may continue to Iive in my home and she shall not be required to pay any rent
ITEM V: If any property passes outright (either under this Wili or otherwise) to a
minor (which shall be defined as anyone under twenty-one (21}years of age) and with respect 'to
which I am authorized to appoint a guardian and have not otherwise specifically done so, I decline
to appoint a guardian but instead authorize my Executor to distribute such property to a Custodian
selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor
under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this
appointment shall not supersede the right of any fiduciary to distribute a share where passible to the
minor or to another fax the minor's benefit.
ITEM VI: 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 expenses of the administration of my estate.
~ r
2
ITEM VII: I appoint my daughters, 'T'ERRY LYNN ENGI..E and LISA ANN
MENTZER, as Ca-Executors of this my Last Wi11.
ITEM VIII: I direct that my Executor, custodia~i, or their successors, shall not be
required to give bond for the faithful performance aftheir duties in any jurisdiction.
ITEM IX; The interests of the beneficiaries hereunder shall not be subject to
anticipation or to voluntary or involuntary alienation.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and
~~
Testament, written on four (4} sheets of paper, dated thi~ day of ~ 2011.
The preceding instrument, consisting of this and three (3) other typewritten pages, each
identified by the signature or initials of the Testatrix, was on the day and date thereof signed,
published and declared by the Testatrix therein named, as and for her Last Will, in the presence of
us, who, at her request, in her presence, and in the presence of each other have subscribed our
names as witnesses hereta.
_ J
residing at ~~t~J/~~.r
residing at ~/~ti1-•(e'n~ctl't-~ /~
3
COMMONI~VEAL'i"I-i OF PENNSYLVANIA
COUNTY OF CtMBERLAND
ss.
I, NANCY LEMMING, the Testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary
act far the purposes therein expressed. -''~r
~ ~
(SEAL)
N CY LE G
Sworn to or affirmed and acknowledged
before me by NAN~ LEMMING, the ~
Testatrix, this ~~ day of ~ ~ - ~s•i+I M. ~~
71 a.,Y~P , 201. ?y~ ~f~ ~ ~ ,°oraf cw+++~rr~
u, iois
COMMONWEALTH OF PENNSYLVANIA j ARIA
. ss.
COUNTY OF/ CUMLBE_ RLA^N~D~ .
We, ~~/~1~1_~t, j, l".C1,~1 ~ and /'rL~ll1 ~ ~k°,(/ the witnesses whose
names are signed to the attached or foregoing instrument, bein~uly qualified according to law, do
depose and say that we were present and saw the Testatrix sign and execute the instrument as her
Last Wi11; that the Testatrix signed willingly and executed it as her free and voluntary act far the
puxpases therein expressed; that each subscribing witness in the hearing and sight of the Testatrix
signed the Will as a witness; and that to the best of our knowledge the Testatrix was at the time
eighteen {18} or more years of age and of sound mind and under no constraint ar undue influence.
U~ r, l ~--_._._,
ai
Sworn to or ed d su 'bed to
before me by "_ and
,witnesses, this
~~ day of _ , 2U 11.
~~ t
M~~ ~ Ctllfl~~tld 2
MEMBER, PENNSYLVAIIIA TtQN OF NOTARIES
4
Nichols Kellen
Front: Laurie Lake [I_aurie.LakeQRaymondJames.comj
Sent: Thursday, September 06, 2492 11:10 AM
To: nkellert cLDcomcast.net
Subject: DOD values for Nancy Lemmsng
Hi Nichols,
Here are the values for the 2 accounts for Nancy Lemming on her 7/13/1.2 date of death and
their corresponding accrued interest
Nancy Lemming individual account # 22475825 $ 220,347.19 accrued int = $1,558.85
Nancy Lemming beneficiary IIiA # 64363490 $ 43,327.97 accrued int W $ 21.11
Please let me know if f can further assist you. Thanks!
Laurie
Laurie L. Lake
Registered Investment Advisor Rehresen#ative
Financial Advisor
Raymond James Financial Services, Inc.
19 Brookwood Ave. Suite 1.05
Ca rliste, PA 17015
717-243-8777
1.-888-230-.1480
717-243-7291-fax
www.RJFSCarlisle.com - (check us out:)
Securities offered through Raymond James Financial Services, .lnc. Member FCNRAtS1PC.
Rayntonci James Financial Services does not accept orders and/ar instructions regarding your account by email,
voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations ar
statements. F-mail sent through the Internet is not secure or confidential. Raymond James Financial Services
reserves the right to monitor all a-mail.
Any information provided in this email has beep prepared from saurc~ belie~•ed to he reliable, but is not
guaranteed by Raymond James Financial Services anti is not a complete summary or statement of all available
data necesssartr fi)r making an Investment decision. Any information provided is for informational purposes onh~
and does not canstitate a recommendation. Raymond James Financial Services anc3 its employees may o~vn
options, rights , or warrants to purchase any of the securities metttianed in the entail. ?his email is intended unit/
i
1Vi8TBank
499.Mit~hell Road, Millsboro, t3E 149b6 Adjustment Secrices
SEt~ ,~ 7 201?
Phcme 8R8-5(Yd-4349
F az (342)434-2455
September l1, 2Ui2
Law Offices of Zullinger-Davis
Hamilton C. Davis, Esq.
Shippensburg, PA 17257
Re: Estate of Nancy Lemming
Social Security: 315-54-0958
Date of Death: ul I3 2Q1.2
Dear Sir or Madam:
Per your inquiry on August 30, 2012, please be advised that at the time of death, the above-nalred decedr~nt had
an deposit. with this bank the following:
i . Tape. of Account
Account Number
OwrtersJtip (Names q f )
Opening Date
Balance nn Date of Deatlt
Accrued Ituerert
Tatar
2. Type of Accou-tt
Accoutti Ntunber
Ownership (Names of}
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Acrotatt
1300504
NatrcyL, Lemming
Lisa A. Ment;,er(POA}
03/11/1S><hS
$19.723.135
$ .09
$19,T23.94
Savings Account
i50042245fl32S8
Nancy L Lerrtrning
Lisa A. Ment ei(POA)
Ofi/282010
$75, 803.78
$ 7..31
$T5,811.09