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HomeMy WebLinkAbout10-31-12-~ REV-1500Ex(°''°' 1505610143 PA De artment of Revenue ~'" OFFICIAL USE ONLY P Pennsylvania Couity Cotle Year File Number Bureau of Individual Taxes oaP.a,MEN,e, wrwa~E PO 80X.280601 INHERITANCE TAX RETURN 2 1 12 0 0 712 Harrisburg, PA t7t28-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 184 12 2446 06 14 2012 08 22 19e!1 Decedent's Last Name Suffix Decedent's First Narne MI ALLEMAN JANICE W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Namel MI Spouse's Social Security Number THIS RETURN MUST BE FILED IM DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ ;;. Remainder Return (date of death prior to 12-13-e2) ^ 4. Limited Estate ^ qg Fwure interest Compromise ^ s. Federal Estate Tax Retum Required (tlate or tleath after 12-12-92) ® 6 Decedent Died Testate (Attach Copy of NAlh ^ ~ Decetlenl Maintainetl a Living Tmst (Attach Copy or Trust) 1 B. Total Number of Safe De oeit Boxes ----- P ^ 9. Litigation Proceeds Received ^ 1 D Spousal Povercy Credit '1date at tleam 'between 12-31-91 antl 1-1-95) .I 1 Election to tax under Sec. 9113(A) ^ (AHach $Ch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED 70: Name Daytime Telephone Number SHELLY J KUNKEL 7:L7 236 9301 First line of address 109 LOCUST STREET Second line of address City or Post Office HARRISBURG State ZIP Code PA 17101 FtEGISTE~~IIVILLS USE ONL~+ ~; ~}~t1 Z' n ~~ tt. ~~ ` ~ r' '_; _; G ~ -- Q ~; ~ DID FILED Iv correspondent'se-mail address: sjkunkel.wzs@mindspring.com Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and (o the best of my knowledge and belie(, it is true, correct and complete. Declaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge. J. Alleman, III (j~-{ 02~, a -U/Z Drive, Mechanicsburg, PA 17055 Amon in..n nvnoxnirirv° Q DATE ~~~ Shelly J Kunkel tAJ/ (~7`• ~L 2ni ~ 109 Locust Street, Harrisburg, Pa 17101 Side 1 1505610143 1505610143 J ADDITIONAL Personal Representatives Alleman, Janice W. SS# 184-12-2446 6/14/2012 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 A~~%T~i/[G Lf •~~I.L(/.LL///i Name Diane A. Keister Address 1614 Par Cause Way city, state, zip Welscosvnille PA 18106 Date !~ -'0~0 ~~~~ 3 Signature Name Address City, State, Zip Date 4 Signature Name Address: City, State, Zip Date 5 Signature Name Address: City, State, Zip Date 6 Signature Name Address: City, State, Zip Date 150561243 REV-1500 EX Decedent's Social Security Number oa~eaern~: Nama ALLEMAN, JANICE W. 184 12 2446 RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 2. Stocks and Bonds (Schedule B) .............................................................................. 2. 5 2 , 510.9 2 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. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ....................................................................... g. 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ......................................................................11. 12~ Net Value of Estate (Line 8 minus Line 11) .............................................................12. 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. 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 9 3, 4 8 0. 4 8 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ................._....._.._......................._.................................................._._._..1.9. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 266,407.39 40,009.45 56,208.78 415,136.54 20,425.51 1,230.55 21,656.06 393,480.48 393,460.48 17,706.62 17,706.62 Side 2 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 12 - 00712 Alleman, Janice W. STREET ADDRESS 940 Walnut Bottom Road CITY Carlisle ~'~. STATE PA .ZIP __. _. 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 18,500.00 885.33 _____.. 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) (1) 17,706.62 (2) 19,385.33 (3> 0.00 (a) 1,678.71 (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 :..................._.................._._......................._............. j x I b. retain the right to designate who shall use the property transferred or its income :.................................._ i._ I~ x ~' c. retain a reversionary interest; or ...............................................................................................................:...~ tz. -° 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? ......................_............................................._.................._._._.................. 'I x 3. Ditl 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?......._ ....................._.._................_..........................._................._...............x ~,. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR 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 tlisclosure 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 ears of age or younger :rt 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) (y.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) (1.311. A sibling is defined under Section 9102, as an individual who has at least one parent in common with tht; decedent, whether by blood or adoption. II T~SCHKEDpryULE rB~ COMMONWEALTH OF PENNSYLVANIA ICI S OC--S BONDS INHERITANCE TA%flETURN ' flESIDENT DECEDENT ESTATE OF Alleman, Janice W. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1 Wells Fargo & Company (WFC), 38 shares common stock; Trading on date of death: High 32.25/share Low 31.53/share I Average 31.89/share FILENUMBER 21 -12-00712 I UNIT VALUE ___ 31.89 VALUE AT DATE OF DEATH 1,211.82 See attached stock valuation on Exhibit B. 2 The Vanguard Group P.O. Box 13750 Philadelphia, PA 19101-9897 PA LT Tax-Exempt Investor Fund # 0077-09886025831 I, See Vanguard correspondence attached hereto as Exhibit 8. The Vanguard Group P.O. Box 13750 Philadelphia, PA 19101-9897 PA LT Tax-Exempt Investor Fund # 0077-09886025831 I Accrued dividends through date of death 3 Fidelity Investments P.O. Box 770001 Cincinnatti, OH 45277-0002 Fidelity Funds Account # 2BR-284130 Fidelity Telecom and Utilities Fund See Fidelity valuation attached hereto as Exhibit B. 4 I Morgan Stanley Smith Barney Client Advisory Center P.O. Box 182505 I Colulmbus, OH 43272 ', Basic Securities Account # 785-672636-656: 11.58 10,353.98 14.25 18.16 I 5,778.20 _. i __ TOTAL (Also enter on line 2, Recapitulation) I 52,510.92 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%RETURN RESIDENT DECEDENT ESTATE OF Alleman, Janice W. SCHEDULE B STOCKS & BONDS continued FILE NUMBER 21 -12-00712 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER I 1,527.988 shares Legg Mason WA MGD Muncipal Fund A (SHMMX) 633.909 shares Legg Mason WA MUNI HI INC A Fund (STXAX) UNIT VALUE 16.87 14.79 __ VALUE AT DATE OF DEATH 25, 777.16 9, 375.51 Page 2 of Schedule B SCHEDULE E CpMMpNWEgLTHOFpENN$YLVAN1q CASH, BANK DEPOSITS, & MISC. ,rv„E„,.arv~E,~AE.„Rrv PERSONAL PROPERTY aESioErvT oECEOErvr _ ___ _.__... FILE NUMBER ESTATE OF Alleman, Janice W. 21 - 12 - 00712 _._____ - _ __ Include the proceeds of litigation and the date the proceeds were received by the estatepll property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 2 3 DESCRIPTION Fulton Bank P.O. Box 4887 Lancaster, PA 17604 Checking Account # 2218-25575 Valuation per Fulton Bank correspondence attached hereto as Exhibit E. No accrued interest. Fulton Bank P.O. Box 4887 Lancaster, PA 17604 Money Market Account # 9900-66175 Valuation per Fulton Bank correspondence attached hereto as Exhibit E. Fulton Bank P.O. Box 4887 Lancaster, PA 17604 Money Market Account # 9900-66175 Accrued interest through date of death. Fulton Bank P.O. Box 4887 Lancaster, PA 17604 Certificate of Deposit # 022-0220877 Valuation per Fulton Bank correspondence attached hereto as Exhibit E. Fulton Bank P.O. Box 4887 Lancaster, PA 17604 Certificate of Deposit # 022-0220877 Accrued interest through date of death. _..._._ VALUE AT DATE OF DEATH 25,072.83 19,000.97 1.76 10,000.00 3.05 __ TOTAL (Also enter on Line 5, Recapitulation) 266,407.39 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TqX RETURN RESIDENT DECEDENT ESTATE OF Alleman, Janice W. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued FILENUMBER 21 -12-00712 Include the proceeds of litigation and the date the proceeds were received by the estatet111 property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM ~ DESCRIPTION NUMBER 4 'PNC Bank 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Checking Account # 5140275041 Valuation at date of death per PNC Bank correspondence attached hereto as Exhibit E. No accrues interest. 5 ,PNC Bank 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Savings Account # 5006447578 Valuation at date of death per PNC Bank correspondence attached hereto as Exhibit E. No accrued interest. 6 PNC Bank 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Certificate of Deposit # 31100236251 Valuation at date of death per PNC Bank correspondence attached hereto as Exhibit E. PNC Bank 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Certificate of Deposit # 31100236251 Accrued interest through date of death. VALUE AT DATE OF DEATH 14, 560.23 22, 717.08 20,000.00 2.22 Page 2 of Schedule E 'I SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWENLTH OE RENNSYLVANIA ~' PERSONAL PROPERTY INHERITFNCE TF% RETURN RESIOENr oECEOENT i, C011t111U@f~ ____ __ FILE NUMBER ESTATE OF Alleman, JanlCe W. 21 - 12 - 00712 Include the proceeds of litigation and the date the proceeds were received by the estate4111 property jointlyowned with the right of survivorship must be disclosed on schedule F. ITEM ~ DESCRIPTION NUMBER 7 PNC Bank 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 Certificate of Deposit # 31400257511 Valuation at date of death per PNC Bank correspondence attached hereto as Exhibit E. PNC Bank 1104 Carlisle Road, Suite 170 Camp Hill, PA 17011 I Certificate of Deposit # 31400257511 Accrued interest through date of death 8 i M&T Bank 499 Mitchell Road Millsboro, DE 19966 Certificate of Deposit # 31003915124158 Valuation per M&T Bank correspondence attached hereto as Exhibit E. M&T Bank 499 Mitchell Road Millsboro, DE 19966 Certificate of Deposit # 31003915124158 Accrued interest through date of death. ~ VALUE AT DATE OF DEATH 20,000.00 9 Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Checking Account # 0571202071 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. 1.54 10,666.53 59.55 8,025.45 Page 3 of Schedule E COMMONWEALTH OP PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT oECEOENT ESTATE OF Alleman, Janice W. FILE NUMBER 21 - 12 - 00712 __ __ Include the proceeds of litigation and the date the proceeds were received by the estatdAll property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION NUMBER __ _ ___ _ L Sovereign/Santander Bank P.O. Box 841005 I Boston, MA 02284 Checking Account # 0571202071 Accrued interest through date of death. 10 Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 I Money Market Account # 0571139418 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 I Money Market Account # 0571139418 I Accrued interest through date of death. 11 'Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 0575287446 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 0575287446 Accrued interest through date of death. VALUE AT DATE OF I DEATH 0.04 10.726.92 1.08 10,000.00 I 4.69 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued Page 4 of Schedule E COMMONWEALTH OF PENNSYLVANIA INHERITANCE Tq%RENRN RESIDENT DECEDENT ESTATE OF Alleman, Janice W. SCHEDULE E ', CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued I FILE NUMBER 21 -12 -00712 - __ Include the proceeds of litigation and the date the proceeds were received by the estateAll property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION ~ VALUE AT DATE OF NUMBER DEATH __ ____ __ 12 Sovereign/Santander Bank 20,000.00 P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055161267 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. Sovereign/Santander Bank P.O. Box 841005 I Boston, MA 02284 Certificate of Deposit # 1055161267 Accrued interest through date of death. 13 Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055177982 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055177982 i Accrued interest through date of death. 14 ~ Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055348542 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. 22.70 30,000.10 34.05 10,000.00 Page 5 of Schedule E SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHEHITPNCE TAX RETURN RESIDENT DECEDENT ', C011t111U@CI ~.. _..__ _. FILE NUMBER ESTATE OF Alleman, Janice W. 21 - 12 - 00712 Include the proceeds of litigation and the date the proceeds were received by the estatel.\II property jointly-owned with the right of survivorship must be disclosed on schedule F. __ ITEM DESCRIPTION VALUE AT DATE OF NUMBER ~ DEATH __ _ - -_ Sovereign/Santander Bank 4.89 P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055348542 Accrued interest through date of death. I 15 Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 I Certificate of Deposit # 1055433534 I Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E. I Sovereign/Santander Bank I P.O. Box 841005 Boston, MA 02284 ' Certificate of Deposit # 1055433534 Accrued interest through date of death. 10,000.00 2.47 16 I Sovereign/Santander Bank 20,000.00 ' P.O. Box 841005 I Boston, MA 02284 Certificate of Deposit # 1055546061 Valuation at date of death per Sovereign Bank correspondence attached hereto as Exhibit E Sovereign/Santander Bank P.O. Box 841005 Boston, MA 02284 Certificate of Deposit # 1055546061 Accrued interest through date of death. 4.11 Page 6 of Schedule E ~I SCHEDULE E ' CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSV~VNN~A ''~ PERSONAL PROPERTY INHERITANCE TA% RETURN RESIDENT oECEOENT continued __ ___ .FILE NUMBER ESTATE OF Alleman, Janice W. i 21 - 12 - 00712 Include the proceeds of litigation and the date the proceeds were received by the estate'All property jointly-owned with the right of survivorship must be disclosed on schedule F. r-__. ITEM I, VALUE AT DATE OF DESCRIPTION NUMBER 'I DEATH 17 Manor Care -Refunds (3) of overpayments by decedent's Long Term Care Insurance ' 5,495.13 companies: $1,083.29, $2,500, $1,911.94 Page 7 of Schedule E SCHEDULE F commoNwEAiTHOFRENNSVEVAwn JOINTLY-OWNED PROPERTY INHERITANCE TAx RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Alleman, Janice W. 21 - 12 - 00712 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT Diane A. Keister 1614 Par Cause Way Daughter q Wescosville, PA 18106 Harry J. Alleman, III 37 Longview Drive g Mechanicsburg, PA 17055 Son __ __ JOINTLY OWNED PROPERTY: FOR JOINT',, MADE ii ~ DECD'S VALUE OF NUM ER li LETTER DATE for s mearadentify ng numbneOrNA to h deedaok of tly-held eal rl VALUE: OF ASSET. % OF onTe of oEATn DECEDENT'S INTEREST TENANT I JOINT estate. 1 A ' 06/16/2003 Fulton Bank P.O. Box 4887 Lancaster, PA 17604 Certificate of Deposit # 022-0194367 Valuation at DOD per Fulton Bank ', correspondence attached hereto as Exhibit F. A 06/16/2003 Fulton Bank P.O. Box 4887 I Lancaster, PA 17604 Certificate of Deposit # 022-0194367 Accrued interest through date of death. 2 B 11/16/2004 Fulton Bank P.O. Box 4887 ~~ Lancaster, PA 17604 Certificate of Deposit # 022-0211526 Valuation at DOD per Fulton Bank i correspondence attached hereto as Exhibit F. B I, 11/16/2004 Fulton Bank ~ P.O. Box 4887 ~, Lancaster, PA 17604 ~ Certificate of Deposit # 022-0211526 ~~ Accrued interest through date of death. INTERES -- - - ;{0,000.00 50% 15,000.00 I 11.92 I 50% ', 10,000.00 50% 1.95 50% TOTAL (Also enter on line 6, Recapitulation) 5.96 5,000.00 0.98 --_ _ 40,009.45 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEF JOINTLY-OWNED PROPERTY continued ESTATE OF FILE NUMBER Alleman, Janice W. 21 - 12 - 00712 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. JOINTLY OWNED PROPERTY LETTER DATE ~ DESCRIPTION OF PROPERTY ~ % OF DATE OF DEATH ITEM ',FOR JOINT MADE In~lude name of financial institution and bank account number I' DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed forjointly-held real VALUE. OF ASSET INTERESTDECEDENT'S INTEREST estate. 3 B 11/24/2004' Fulton Bank 10,000.00 50% 5,000.00 P.O. Box 4887 Lancaster, PA 17604 Certificate of Deposit # 022-0220840 ~, Valuation at DOD per Fulton Bank ~ correspondence attached hereto as Exhibit F. ' i B 11/24/2004 Fulton Bank P.O. Box 4887 ' Lancaster, PA 17604 Certificate of Deposit # 022-0220840 Accrued interest through date of death. 4 B ~ 12/14/2001 PNC Bank 1104 Carlisle Road Camp Hill, PA 17011 Certificate of Deposit # 31700220978 Valuation per PNC Bank correspondence attached hereto as Exhibit F. No accrued interest. ' I I ~ i I 2.53 50% 30,002.47 ', 50% 1.27 15, 001.24 __ __ __ Page 2 of Schedule F I SCIiEDULE G , COMMONWEALTH OF PENNSYLVANIA INHBRITANOE TA%HEruHN INTER-VIVOS TRANSFERS & RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Alleman Janice W. FILE NUMBER , 21-12-00712 - - _ _ _ --- This schedule must be completed and filed if the answer ITEM ~'~. DESCRIPTION OF PROPERTY NUMBER Inclutle the name of the transferee, their relationship to tlecetlent antl the tlate °Rranster. Attach a copy of the tleetl br real estate. 1 ', M&T Bank 499 Mitchell Road Millsboro, DE 19966 'IRA Account# 35004201002679 Valuation through date of death per M&T Bank correspondence attached hereto as Exhibit G. Beneficiaries: Decedent's grandchildren: 33.33% to Denel Bingel, granddaughter 33.33% to Drew Keister, grandson 33.33% to Justin Alleman, grandson to any of questions 1 through 4 on page DATE OF DEATH hOF ~'' E%CLUSION VALUE OF ASSET DECD'3 (IF APPLICABLE) INTEREST 3,236.14 100% 2 ' Pacific Life Insurance Company P.O. Box 2378 Omaha, NE 68103-2378 Annuity Contract : FA100001425 Beneficiaries: Harry J. Alleman, III (50%) and Diane A. Keister (50%) i 52,972.64 ' 2 is yes. TAXABLE VALUE 3,236 14 52,972.64 I I { _ - TOTAL (Also enter on line 7, Recapitulation) 58,208.78 SCHEDULEH COMMONWEALTH OF PENNSYLVANIA ~ ~r~~~rr~1c~pA ~ ~' INHERITANCE TAX RETURN F'1lAr1I~N l nfi~ ~~ RESIDENT DECEDENT ESTATE OF Alleman, Janice W Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION A. 1 Neil Funeral Home -Funeral bill 2 Rolling Green Memorial Garden -grave opening fee 3 Park Inn Harrisburg West -Funeral luncheon FILE NUMBER 21 12 - 00712 4 AMOUNT __ II _.. ____ - 8,595.02 1,445.00 924.99 B. '. ADMINISTRATIVE COSTS: ~, ~ Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Wion, Zui & Seibert --Shelly J. Kunkel 3, ', Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) ~. Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 8,500.00 5. Accountant's Fees 6. Taz Return Preparer's Fees 7. Other Administrative Costs 1 The Cumberland Law Journal -estate advertisement 335.50 75.00 __ TOTAL (Also enter on line 9, Recapitulation) 20,425.51 ScFf d u l H e e G ~ C ~p ~ { / p p f"l.~~Q COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~~n~~.i ~`(~'~n~ RESIDENT DECEDENT ESTATE OF Alleman, Janice W. FILE NUMBER 21 -12 -00712 2 Central Pennsylvania Business Journal -estate advertisement 150.00 3 Cumberland County Register of Wills -Filing fees for PA 1500 and Inventory 30.00 4 .Sovereign Bank -Bank fee for provision of death balances 20.00 5 Harry Bricker, Esquire- Attorney fees related to opening estate under prior 250.00 engagement 6 Cumberland County Register of Wills -Additional probate fee 100.00 Page 2 of Schedule H SCHEDULEI 11 DEBTS OF DECEDENT, MORTGAGE °°^^N„EgEq„~E°gxgE~~q~N^N~^ LIABILITIES, & LIENS RESIDENT DECEDENT _. FILE NUMBER ESTATE OF Alleman, Janice W. '121 - 12 - 00712 I Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION I AMOUNT NUMBER 1 Heartland Prescription -medical bill 75.48 2 ~ PSERS -Pro-rated return of overpayment of pension ~ 401.65 3 ~ Met Life -Reimbursement of overpayment on annuitized annuity ~ 753.42 TOTAL (Also enter on Line 10, Recapitulation) I 1,230.55 REV-7573 E%a (900) SCHEDULE J GOMMDNVvEALTH OF PENNSYLVANIA BENEFICIARIES COIItIII Lied INHERITANCE TAX RETURN G L RESIDENT DECEDENT i _ ____. _._ ESTATE OF Alleman, Janice W. FILE NUMBER 21 -12-00712 ___ -- RELATIONSHIP TO :iHARE OF ESTATE .AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) ~. RECEIVING PROPERTY Do NOt Eiat Tmstee(a) __ _ __.. _-___.. ___- - _... __.._. _. __ __.. _. _.... l _ I (TAXABLE DISTRIBUTIONS[include outright spousal ~ distributions, and transfers under Sec. 9116 (a) (1.2)] 4 Drew Keister Grandson 1/3 M&T Bank IRA 1,078.71 7922 Blossom Heights Foglesville, PA 18051 5 ~ Denel Bingel 20 Berwick Drive Bridgewater, NJ 08807 Graddaughter 1l3 M&T Bank IRA ' 1,078.71 Page 2 of Schedule J REV-1517 EX~ (11-08) SCHEDULE) GOMMONVJEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN ', RESIDENT DECEDENT ' ESTATE OF Alleman, Janice W. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS[include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Harry J. Alleman, III 27 Longview Drive Mechanicsburg, PA 17055 2 Diane A. Keister 1614 Par Cause Way ' Wescosville, PA 18106 II. RELATIONSHIP TO DECEDENT Oo Not List Trustaels) ____ __.. FILE NUMBER 21 -12-00712 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) Son 1/2 Residuary Estate'', 1/2 Pacific Life P,nnuity Daughter Grandson 1/2 Residuary Estate' 1/2 Pacific Life P,nnuity 1/3 M&T Bank IRA 1, 078.71 I i Enter dollar amounts for distributions shown above on lines S through 18 on Rev 1500 cover sheet, as appropriate. 3 'Justin Alleman 150 Ridge Pike, Apt. 105A Lafayette Hills, PA 19444 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE~T 0.00 C ti T7 O S ~x L_ 1't'in l m~O I"fl C GJ C7 -0 LAST WILL AND TESTAMENT ~~~~~. Z N , fir; ~~c~. S y ~S gin l = JANICE W. ALLEMAN >~ c. Fnp ~ co i I, JANICE W. ALLEMAN, of the Township of Fairview, County of York, and Commonwealth of Pennsylvania, being ~of sound and disposing mind, memory and understanding, do make, publish and Gleclare this to be my Las[ Will and Testament, hereby revoking and making void any and all Wills or testamentary writings by me at any time heretofore made. FIRST: I direct that all my debts, funeral expenses :ind inheritance taxes be paid by my personal representative, hereinafter named, as soon after my death as may be practicable. SECOND: I give devise and bequeath all all the rest, residue and remainder ofmy Estate, be i[ real, personal and mixed, of whatever nature and wheresoever the same may be situate, as follows: A. One-half (1/2) thereof to my daughter, Diane A. Keister, also known as Mrs. Irvin Keister, who presently resides at 1614 Par Causeway, Wescoaville, Pennsylvania 18106, per stirpes. B. One-half (1/2) thereof to my son, Harry J. Alleman, III, who presently resides at 37 Longview Drive, Mechanics}. "'g, Pennsylvania 17055, per stirpes. If either Diane A. Keister or Harry J. Alleman, III, shall predecease me leaving no issue to take, I then give, devise and bequeath all the rest, residue and remainder of my Estate, be it real, personal and mixed of whatever nature and wheresoever [he same may be situate, to the survivor, per stirpes. THIRD: I hereby nominate, constitute and appoint Dis~ne A. Keister and Harry J. Alleman, III, to serve as co-executors of this my Last Will and Testament; provided, however, that should either fail to qualify or cease to act as executor, I hereby nominate, constitute and 'appoint the ocher as sole executor. FOURTH: I hereby direct [hat the personal represent:it fives, hereinafter named, shall not be required to give bond for the :Faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I, JANICE W. ALLEMAN, have signed, sealed, published and declared Chis to be my Last Will and Teat:ament, consisting of this and one additional page in the margin of each of which I have also set my hand for greater security and better identification this ! 1rh day of xr~ f , 1989. 1~„{.,r4d :,.:.,~l~ l.A:1`(R ... -,.'~SI:AL) J2nice W. Alleman The preceding instrument, consisting of this and one other m typewritten page each identified by the signature of the testatrix was on the day and date hereof signed, sealed, published and declared by JANICE W. ALLEMAN, the testatrix herein named as and for her Last Will, in [he presence of us, who at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses hereto. We further certify that at the time of the ., execution hereof, the said JANICE W. ALLEMAN was of sound and disposing mind, memory and understanding. __~ , _~, ~- ~_ --= ~_;. '~~ % ,, -z- --T; -.- U COMMONWEALTH OF PENNSYLVANIA COllNTY OP DAUPHIN SS: I, JANICE W. ALLEMAN, Testatrix whose name is signed Co the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge [hat I signed and executed the instrument as my Last Will and Testament; that I signed i[ willingly; and that I signed i[ as my free and voluntary act for Che purposes therein expressed. Sworn or affirmed to and acknowledge before me by JANICE W. ALLEMAN, the Testatrix, this ~~', day of ~. c2,G>;,~ 19 8 9 . ~ --- (SEAL) ~\ `' No ry Public i ?~' My~Commis s,ion Expires: ,~ /9j~10 ) ,~ NOTARIAL SEAL - COMMONWEALTH OF PENNSYLVANIA ) I AGNES G. NICHICI. Notary PUbllc Harrisburg, Dauphin Ccunry S S : My Commission En_rtes June 19, 1990 ~; COUNTY OF DAUPHIN ) "~- 3 Wei; ~~ ~~_., -..: ~. ~ and Cp~f f l"'~/O'!,'.1,:,. .9 • [he witnesses whose name are signed t athe attached or foregoing instrument, being duly qualified according to law, do depose and say [hat we were present and saw JANICE W. ALLEMAN, Testatrix, sign and 1~. execute the instrument as her Las[ Will and Testament; that Jani',ce W. Alleman, signed willingly and that she executed it as her free and voluntary ac[ for the purposes therein expressed; that each of ua 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 [hat time 1S or more years of age, of sound mind and under no constraint or undue influence. _- __ c" "~ Sworn to a,nd subscribed before me this ;i~ ,:,, day of~,y.'~_ 1989. 1: r i 7 ~~ n./. ' ~`N O. ary Public My Commission Expires: ~ /~ ~J I / (SEAL) ` NOTARIAL SEAL AGNES G. NILHICI, NOmry Public Harisburg, Dauphin Louny My Commission Earrtss Juno 19. 1990 ..-^® WFC Historical Prices ~ Wells Fargo & Company Common St Stock - Yah... Page 1 of 1 New llseri Register sign In Help Make Yl My Homepege Mall My Y' Yafwo! '' Search _ _.. .. -_- i ._.. _.._-_. $earch Web -. _ __ _ __ _ T- __ _ _ HOME INVESTING NEWS PERSONAL HNPNCE MY PORTFODOS E%CLUSIVEs _-... _._. L. _ ~-__-_L__--~-_.____-~_.-_~~_ D•t LIUOi•b Finance $aaroh Dow 10.06% Nastlaq 10.41 ZUUinaoss ~ E~ TRADE' _v- I d'EN,aN KCOUM -.:- ~ ~ - niewc ¢ai~nul~c NS] Au315 2912. 3:35pm EOT - US MsrYets close in 2d mins Free Leval II 0uoles. WFC 0' aar.a7a,a. o Welle FarQO & COmpeDy (WFC) -NYSE Atltl to PoMOlln Like 2]S 33.98 1Q.~2(~.Q6%} 3:38PM EDT-Nastlaq Real Time Pdce Historical Prices Set Date Range o Daily $LH OaIe: Jun ~.; 14 2012 EgJan 1, 2018 Weekly Ena pata:IJUn ~~ 14 2012 Morrthly Dividends Only ~ Gel Prices Pdces - Date Open High Law Close Jun 14, 2872 31.65 32.26 3i.53 32.83 Close ptlce eEjusEa Mr dMtleMa •nd apltla. "`'Download to Spreadsheet Currency in USD. Get Hlabrlcel Prkea far: GO Frsl i Previous ~ Ne# ~ Las( Volume Atlj Close" 31,265,580 97.82 Firs) ~ Previops ~ Nee{ i Last ~,= 3z, z5~ I ou _3i - S3 6a~ ~~ ~ L = 3r. £ 5 x 36 Sl4o,~ <- ~ ~~~-6 l ~ 5'1-~ Copyright r~ 2812 Yahoo! Inc. NI rights reserved. Privacy Policy-About Our Ads - Tenns or Service - Copydoh9lP Policy - Sentl Feedback- Vehon! -ABC News Network Grde3ar It r'Y n90AGL IUISE Rl by £MKT S I ~tl I y!. 17r cu ra < 1 p I tp ~ ~ 'a I r IP al'm P- Ir. IC U' :. Q y pury s=s ratl' NE Ih lahoo, a Ce entla IPC ld-. I IU I- a,y for a n aryl I s cr Eelay t rany eel on ! k la ( o' inetl slr..,,m bn Ier,oncr off eb uJOV Ogee nu,L~nsvlN.le tl lorm°i°]m„Ue r r.,J.im=cul Ipr, araan ng gJPLS are availpgel rp,gn „ur pL.ml sorvho. lov may turn s`un0am~ I I p. `.I U JEy P ellQ HI t ~ n rttl ]U'll 'fl p i].J ny CammoL]Sl'slems. lnf. lr%$Il ln.e'19110na1 AI. cLaerz CS. U:~ .d-.bq h~M narvh Up nna., c,d ]-N osm cNl. r9a.a ~ieace P ~r :ed Ly ldorn y.la li,. - http://finance.yahoo.com/q/hp?s=WFC&a=05&b=14&c=2012&d=0'i &e=1... 8/15/2012 Janice W. Alleman 37 Longview Dr Mechanicsburg, PA 17050-2722 Page > 1 of 1 UslIIP~Udifr•, Repoi4f ~~fi/'~~12012's~ i;J "" `~~, ~ ~".., y,.+' x,r. Client Services: 800-662-2739{ Total report value: $10,366.23 (Total report value includes any accrw;d tlividends,J ,l~iit eW Alle 'a `"Ind I alFgcoount }"; '~ ,~,,, _ ~~~~~~ 's t a ~ m-,rut 1~~ ~- ~~~ ~~w_ ~'~ ~,:, .a .;~~ ~ "'. _.._ ___ - Name Fund & Account Date Price Per Accrued Number Opened Shares Share Value' Dividends PA LT Tax Exempt Investor 0077-09886025831 04107/1993 894.126 $11.58 $10,353.98 $14.25 Totals $10,353.98 $14,25 8661277220 08/10!2012 10:02:12 June 30, 2010, quarter-to-date statement Page> 1 of 1 JANICE W ALLEMAN 824 LISBURN RD CAMP HILL PA 17011-7102 ~A ~N ~N PA LT Tax-Exempt Investor 0077.09886025831 30-day SEC yield as of 06/30/2010" 3.34% Vanguard® Client Services > 800-662-2739 www.vanguard.com Average Cost_ _ Total Cosi $11.21 $10,021.98 Date Transaction __ Amount _ Share Price Shares Transacted Total Shares Owned Value Beginning balance on 3/31/2010___ _ $10.90 994.126 $9,017.50 04130 Income dividendACH _ $32.92 __ _ 894.126 05/29 Income dividendACH _______ 33.70 _________ 894.126 06/30 Income dividendACH 32.79 994.126 Ending balance on 6/30/2010 $11.07 994.126 $9,697.97 *Based on holdings' yield to maturity for last 30 days; distribution may differ. For updated information, visit vanguard.com. S go S A A P Fund /Account No. 0077 / 09886025831 Vanguard Pennsylvania Long-Term Make checks payable to: The Vanguard Group-0077 heck ^ ^ ^ separately $ ^ ^ ^ ^ ^ ^ ^^^ $^ ^^~ ^~ Do natalter or , . . photocopy this invealmentslip. ^,^ ^ ^'^ ^ ^ ^ ^ $ TotalAmount $~,^^^,^^~.^~ 00772 D9886025831 307 70 Janice W, Alleman THE VANGUARD GROUP PO BOX 13750 PHILADELPHIA PA 19101-9897 ~u ~~~r~unr~~~~uuu~~~r~u~u~r~r~u~nr~~ kJ IIII~ IIIIII IIIIII II IIII H 'aC0 ~t w w o ° cm r a ~• n N I-' R -~ H m w ~ p' m R o ti Y ' 4, fD N Y- M m n ~~ a Y~ o a b N Y w N R C ' r -n d R w w w F -' I -' m F' m w f f .~' ~ .. .. .. o i-4 R m •. yy J m .. N Lt in O (n 'c1 n x o 0 0 iy ~ w W rn m O ~] ro tt ~ ~ ~ (L W 41 w m O N F~ rn'G ~~ n N w~a m n N W ~~~ w m O N N N N P. ~~ o00 m 61 r, r~ r~ F W N N N n Y- ki t7 cn a ;r m ~ ~ ~ m m R ~ rt C C N n w n~ r' a cn ~i n G n N a w r n n R i N~ ~ ~n a z~ 'O [q R o nK rrK ro N ~ w ~ LL ~ ~~ a oz ~ ~ r i~ C 7~ o O [~1 w Q. R R G m H n a x r. W v ~o K W M V ~ ~ x W N U] Y' ww y ~ ro ~ R w ~o rn m W -- T~ w m m o C, X o w ~' r~ o G n w R r ~~ o o .~, a r ~ m W m m Y- ~ ~ ~ a , N ro O K ~l O N Y' O n n Y W ~ rt ~ K q . N n ~ ~ m G d ~oo ~ N~u~i __ _. rn ~ r w 0 a N - o m p. Y O .'J ~ n a s O N~ n n ~ • C [n o d7 w m z e N w ~-' n m a R H G G b R w orr, v, mrc zo••R V W ~+ Y' K m ~C R rt N O ~1 J K m O N G ~ J rJ 7J M m W W ' G' ~ n i .. ' O m N w N N o m m 4 ~ o o ,-; M.. aw C ~ a n ° •• .~ m w on n C W n R m m ~ t ~ G m H n a wN ~ ~ o a o~ m A. M ~ o r~ C ' a [n H W m rJ Y' I-' N O a O N m ~ ~* ~..wG~ o r rr w P~ O NF".Y F=a bJ rt w N C w H G a R N~ ~,. 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First J Freeious ~ Next ~ Last .~ "Download l0 Spreazlshe el Cunency in USD. We,-0Sr142612 Yarso'Irc t,n ngn;m..eeea .Y2 Oucles are real-lime Lu W\EDa0_NYSE unJ PN£EMKr.£e'als.~aehy then fs~ Alllnrctnv Lanp:oviJc:1 "a, is"r~r m eJ+ce. Ne1»:er Vvhc at a any all deu mk tl Iveauler'-_ IieLle fu ' r ulb ul er t a.-¢-r rylele lee t Jelay__ct lc: a v ac0 d sb)Ihe Yehuu!I.r ueJrce tvLl:eJ'slrbula the trot rcl~fantllee'LF.eaF- [o fl ugly 5l eJ 2tl 4ple_n:e eallal9E on~a ufl Fw:Janeaal ca: µtny JaLµrovrJed e~ _Hinlm k.al shell Jale enJ dally upJ.da.Lwa:JeJ ty Lde1 f uutl r r anca. Ulv I I J la a J pr 1_1ar bdan Gala i~r videJ uy rm-al~w-ckvl~cai~iiklezpai i uc-z1t~Aw~azaNxrzt~,xF~ncaad4xnzp ~ p q u^ u E d?iG o~k-~TZ~~Ei# b p g b o k ~` p p b q¢ r k f fm^ i a=. fd e ik {~ iyAa~v -l.~c, set-2AE ~. Search IL _ Search Web I G¢t Cluotes Finance Sa¢rrJ~ Tuu. ncl2 JVt2951AM mT-US. hYirkels curse In GhrsSrtins Uo~v '10.58°o Nas daq X0.33°4 ~ ((~~~. ~ii LLL ~7M d Rr1 a 1151.us UI &~n.n s Fg11D PICKS Itl Lfry ir~ml NM4b~l. ~ ~ I gUdl r .. [ am.rtb.a. o Flde/![yr ,,., Western Asset Municipal High Income A(STXAX) Add to Portfolio 15.07 to.o~(o.o~°re~ D¢l, Historical Prices Set Date Range Start Date: Jun ~ 14 ' '2012 _ Eg. Jan 1, 2010 End Dare: IJun v 742012 _ Get Prices Prices Date Open Jun 14, 2012 14.79 High Low Close 14.79 14.79 1d.79 Cbse prte etljusled !ar dMHends and sp%re. Get MStorlnal Prlcas TOr: ~ ~~ I GO _.... ---._J First ~ PreNOUS j Neal i Last I I Volume AdJ Close" 0 14.6:1 First ~ Fre:ious ~ Nerl j Last t4 Download to Spreadsheet C unency in USD. eopvnsn+,~'_ol_ r:.n,o!o-:. r.u dsrls ~ex~, ~~d. .Yahoo!-P Orr.te_.r aahllmef. hW. D`d, NV~_E. JMI£E F: hT.~ aL', Jnh, Lnas roi .All wfc I IrovldeJ' x f~. lfc nmillo ur adviu B. Ne%hei Vaho _ cr v I Of Werc [lent ymvitlar -lab L4 fur Lny fomwlio o-le is r~ mV nLJeleness. m uelsys. ur f~ y-dlons la4an eill9lbe Yahw'sFe luu'epee nl b;re,I'slnbuln lh¢-rv'r rallcnfwi dlberem. Rv+I ire ca rl lum s[e I-.J :NUIfa'e: vailabla Wr VUUM on ~u cl I FuuJ, ll~w:;;nr I rryra~~cleJ Ly _Hi~lmrl -I I-IS1a anJ I ily updeles ymvLleJ by 61e iaaaimll fmnl Lei6ni~ n: n_e. Jr: NeuJ dole .mJ M1i,nimas tar IN¢r ~,lale pi ~~dhJ b, Q. Daily (~jWeekly (~Ihonlhly O DiNdends Only AdGhoies grus ex ly yuales fiti-2PEI6-~S~SA Ibtllb\-ZM~6ZIJxPZQatJ'CC~~ZA1xI~YQ°TDCC~IxSZelrrnCAa'.N n~ ~~ BClllli LISTENING IS JUST THE BEGINNING.' AUG 0 6 2012 August 1, 2012 t/I.dIV~II.J~IV1°~AL Law Offices This inforrnadon is lumisttmd as a metier ffl twsiness courtesy Wion Zulli & Seibert in answer to yow inquiry, arxl is icr your confideniia! uae only. P.O. Box 1121 The bank turnistling this intormation daps not represent or Harrisburg, PA 17108 guarantee the a~uracy, r~mpbtoness ar reNabifity cf the infomlatiort pro+r;dsd, t~tn responsibility is assumed by the Dear Ms. Kunkel bank or arty ofrts otticers, empkryaes or rents. Any opinion herein ea~pressed is subiect to change without notice RE: Janice W. Alleman, deceased June 14, 2012 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the: date of death: Harry J. Alleman III is Power of Attorney for all accounts. Checking #2218-25575 Money Market #9900-66175 Date of death balance $25,072.83, opened 10/20/81, titled in her name alone Date of death balance $19,000.97 plus $1.76 accrued interest, opened 4/5/83, titled in her name alone DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 022-0194367 $30,000.00 $11.92 0.50% 6/16/03 2/lfi/12 5/16/13 * Joint with Diane A. Keister 022-0211526 $10,000.00 $1.95 1.78% 11/16/04 11/1(I/11 1/14/16 * Joint with Harry J. Alleman III 022-0220840 $10,000.00 $2.53 0.44% 11/24/04 11/244/11 9/24/12 * Joint with Harry J. Alleman III 022-0220877 $10,000.00 $3.05 1.39% 6/6/05 7/fi/11 7/6/14 * Titled in her name alone If you have any other questions, please feel free to contact me at (717) 327-2497. Sincerely, ~~~ Joshua A. Groff Credit Confirmation Processor 1.800.FULTON.4 fultonbank.com Fulon Bank, N.A. Member FDIC. Member of the Fulton Financial Family. ~6• IJ. LVIL U. 71HItll fIVV GdOB d i~AEti~•T#ENBiYY August 13, 2012 Shelly J Kunkel, Esq Wion, Zulli & Seibert P O Box 1121 Ilarrisburg, PA 17108-1121 12E: Janice W Alleman SSN: 184-12-2446 DOD: 06/14/2012 Dear Ms. Kunkel: ~~ 'Vn.5012 P. 1/2 In response to your request for Date of Death (DOA) balances for the cu:>tomer noted above, our records show the following: Certificate ofbeposit Account # 31100236251 Established: 06/05/2003 JANICE W AL1,I;MAN DOD balance: $ 20,000.00 + 2.22 accrued interest Interest paid 01/01/2012 thru 06/14/2012 $ 90.20 YTD Account # 31400257511 Established: 02/28/2005 JANICE W AI,I,EMAN DOD balance: $ 20,000.00 + 1.54 accrued interest Interest paid 01/0112012 tbru 06/14/2012 $ 57.51 Y'1'D Account # 31700220978 Established: 12/14/2001 JANICE W ALI,EMAN HARRY J AI,I.EMAN Ill DOD balance: $ 30,002.47 + 0.00 accrued interest Interest paid 01/01/2012 thru 06/14/2012 $ 109.10 YTD Checking Account Account # 5140275041 Established: 03/08/1989 7ANICE W AI,LEMAN DOA balance: $ 14,560.23 + 0.00 accrued interest Interest paid 01/01/2012 thru 06/14/2012 $ 0.66 Y3'D Page 1 of 2 nu,• i~, [~i[ o:~~w!n ri~~ yank Savings Account Account # 5006447578 JANICE W ALLEMAN DOD balance: $ 22,717.08 + 0.00 accrued interest Interest paid Ol/Ol/2012 thru 06/14/2012 $ 14.37 YTD Safe Deposit Box The decedent maintained safe deposit box # 359 JANICE W ALLEMAN IIAl212Y J ALLEMAN 121 Located at: Cedar Cliff Mall Branch 1104 Carlisle camp hill, PA 17011 717-761-3180 Va.'~U~2 ;'. 2/2 Established: 12/04/2009 Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings)- 'We do oot process any fruancial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PN'C Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC ~ltis message is interuled for the use of the individual or entity to which i~t is addressed and may contain information chat is privileged, confidential and exempt from disclosure 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 intended recipient, you are hereby notified'that arty dissemination, distribution or copying of this communications is strictly prohibited. If you have received this communication in error, please notify me immediately by reply or by telephone at 800-76.2-1775 and immediately destroy this faxed document. Page 2 of 2 © M&TBallk 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 F ax (302) 934-2955 Augus[ 28, 2012 Wion Zulli & Seibert P.O. Box 1121 Harrisburg, PA 17108-1121 Re: Estate of Janice W. Apeman Social Security: 184-12-2446 Date of Death: June 14, 2012 Dear Sir or Madam: Per your inquiry on July 30, 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 Certificate of Deposit Account Number 31003915124158 Ownership (Names o, fl Harry JApeman /I/(POA) Janice W. Apeman Opening Date OS/14/L005 Balance on Date of Death $10,666.53 Accrued /merest $ 59.55 Total $10,726.08 2. Type of Account Individual Retirement Account Account Number 35004201002679 Ownership (Names ofJ Janice W. Apeman Opening Date 10/022006 Balance on Date ofDeath $3,236.14 Accrued Interest $ 2.17 Total $3,238.31 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Janice W. Alleman 184-12-2446 June 14, 2012 Account #: 0571 1 3 94 1 8 Type: Money Mazket Open date: 1/10/1983 In the name of: Janice WAlleman - (Harry J Alleman III - POA) Date of Death Balance: Int.(YTD) from 1/1/2012 to Accrued interest to date of death: Otherlnfo: ,726.92 5/31/2012 $1.08 $19.66 Account #: 0571202071 Type: Checking Open date: 5/9/2006 In the name of: Janice WAlleman - (Harry J Alleman III - POA) Date of Death Balance: $8,025.45 Int.(YTD) from 1/1/2012 to 5/31/2012 _ $0.14 Accrued interest to date of death: $0.04 Otherlnfo: Account #: 0575287446 Type: CD Open date: 6/19/2001 In the name of: Janice WAlleman - (Hang J Alleman III - POA) Date of Death Balance: $10,000.00 Int.(YTD) from 1/1/2012 to 5/31/2012 _ $47.50 Accrued interest to date of death: $4.69 Other info: Account #: 1055161267 Type: CD Open date: 1/13/1998 In the name of: Janice WAlleman - (Harry J Alleman III - POA) Date of Death Balance: $20,000.00 Int.(YTD) from 1/1/2012 to 5/31/2012 _ $230.14 Accrued interest to date of death: $22.70 Otherlnfo: Account #: 1055177982 Type: CD Open date: 4/4/1996 In the name of: Janice WAlleman - (Harry J Alleman III - POA) Date of Death Balance: $30,000.10 Int.(YTD) from 1/1/2012 to 5/31/2012 _ $345.20 Accrued interest to date of death: $34.05 Other Info: Page 1 of 2 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Janice W. Alleman 184-12-2446 June 14, 2012 Account #: 1055348542 Type: CD Open date: 3/27/2002 In the name of: Janice WAlleman - (Harry J Alleman III - POA) Date of Death Balance: $10,000.00 Int.(YTD) from 1/1/2012 to 5/31/2012 _ $49.58 Accrued interest to date of death: $4.89 Otherlnfo: Account #: 1055433534 Type: CD Open date: 5/19/2003 In the name of: Janice WAlleman - (Harry J Alleman III - POA) Date of Death Balance: $10,000.00 Int.(YTD) from 1/1/2012 to 5/31/2012 _ $25.00 Accrued interest to date of death: $2.47 Otherlnfo: Account #: 1055546061 Type: CD Open date: 5/12/2009 In the name of: Janice WAlleman - (Harry J Alleman III - POA) Date of Death Balance: $20,000.00 Int.(YTD) from 1/1/2012 to 5/31/2012 _ $41.65 Accrued interest to date of death: $4.11 Otherlnfo: Account #: 0575137278 Type: CD Open date: 1/17/1997 In the name of: Janice WAlleman - (Harry J Alleman III - POA) Date of Death Balance: $0.00 Other Info: Account closed 05/17/2011 Account #: 1055162513 Type: _ In the name of: Janice WAlleman - (Harry Date of Death Balance: Otherlnfo: Account closed 06/08/2011 Open date: 2/7/2000 CD J Alleman III - Page 2 of 2 ~~ BGLL11~ LISTENING IS JUST THE BEGINNING.° AUG 0 6 2012 August 1, 2012 C{J ~ F E D E ~~°I AL Law Offices This infonmation is tumislted as a matter t>f twsirtess courtesy Wion Zulli & Seibert in answer to yvwr inquiry, anti is for year clonfiderriial uae only. P.O. Box 1121 The bank furnistliny this information doss rat represent or Harrisburg, PA 17108 guarantee the aexuracy, rwrrq~iatoness or ralicbiiity of the intomtiatiorl provided. No redoonsit»Gty is assumed by the bank or arty of its officers, empkiyaes or,3gsnts. Any opinion Dear Ms. Kunkel, herein axbrassed is subiect to chanye whhout notice 12E: Janice W. Alleman, deceased June 14, 2012 In response to your recent inquiry concerning the accounts maintaina;d in the name of the decedent, please be advised that the following accounts were open at the: date of death: Harry J. Alleman III is Power of Attorney for all accounts. Checking #2218-25575 Money Mazket #9900-66175 Date of death balance $25,072.83, opened 10/20/81, titled in her name alone Date of death balance $19,000.97 plus $1.76 accrued interest, opened 4/5/83, titled in her name alone DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 022-0194367 $30,000.00 $11.92 0.50% 6/16/03 2/115/12 5/16/13 * Joint with Diane A. Keister 022-0211526 $10,000.00 $1.95 L78% 11/16/04 11/113/11 1/14/16 * Joint with Harry J. Alleman III 022-0220840 $10,000.00 $2.53 0.44% 11/24/04 11/24/11 9/24/12 * Joint with Harry J. Alleman III 022-0220877 $10,000.00 $3.05 1.39% 6/6/05 766/11 7/6/14 * Titled in her name alone If you have any other questions, please feel free to contact me at (717) 327-2497. Sincerely, ~~~ Joshua A. Groff Credit Confirmation Processor 1.800.FULTON.4 • fultonbank.com Fulton Bank, N.A. Member FDIC. Member of the Fulton Financial Family ii~6. i~. tv I[ UJlnw~ ~IV~ GdOK +.c; ~~E11~1G A~iE 41Fi1'F August 13, 2012 Shelly J Kunkel, Esq Wion, Zuni & Seibert r o goy 1121 I3arrisburg, PA 17108-1121 I2E: Janice W Apeman SSN: 184-12-2446 DOD: 06/14/2012 Dear Ms. Kunkel: vo, hUl In response to your request for Date of Death (DOD) balances for the cu;>tomer noted above, our records show the following: Certificate of beposit Account # 31100236251 Established: 06/05/2003 JANICE W AI,I,$MAN DOD balance: $ 20,000.00 +2.22 accrued interest Interest paid 01/01/2012 thnt 06/14/2012 $ 90.20 YTD Account # 31400257511 Established: 02/28/2005 JANICE W AI,LEMAN DOD balance: $ 20,000.00 + 1.54 accrued interest Interest paid 01/01/2012 thru 06/14/2012 $ 57.51 X1'D Account # 31700220978 Established: 12/14/2001 JANICE W AI,I,EMAN HARRY J AI.I,EMAN III DOD balance: $ 30,002.47 + 0.00 accrued interest Interest paid 01/01/2012 thru 06/14/2012 ~ 109.10 Y'1'D Checking Account Account # 5140273041 Established: 03/08/1989 JANICE W AI,LEMAN DOA balance: $ 14,560.23 + 0.00 accrued interest Interest paid 01/01/2012 thru 06/14/2012 $ 0.66 Y'1'D Page 1 of 2 nug, ~~, NIL 0:'J'H'VI riq(, tldnK Savings Account Account # 5006447578 JANICE W ALLEMAN DOD balazxce: $ 22,717.08 + 0.00 accrued interest Interest paid 01/01/2012 thru 06/14/2012 $ 14.37 YTD Safe Deposit Bogie The decedent maintained safe deposit box # 359 JANICE W A1.LEMAN T-TA121LY J ALLEMAN llx Located at: Cedar Cliff Mall Branch 1104 Cazlisle Camp T-Till, hA 17011 717-761-3180 No. h6`11 N. 2/2 Established: 12/04/2009 Please note that this office provides date of death balances for deposit accounts (I)Z.A ,CDs, Checking and Savings)- 'We do not process any financial transactions or provide statements. Tf you need assistance wltb any of these hems, please call 1-888-PNC-BANTA (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC .This message is intended for the use of the individual or entity to which iii is addressed and may contain information zhatYs prtvilegec~ confidential and exempt from disclosure 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 intended recipient, you are hereby notified' that any dissemination, distribution or copying of this communications is strictly prohibited If you have received this communication to error, please notify me immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed document. Page 2 of 2 p~ 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 F ax (302) 934-2955 August 28, 2012 Wion Zulli & Seibert P.O. Box 1121 Harrisburg, PA 17108-1121 Re: Estate of Janice W. Apeman Social Security: 184-12-2446 Date of Death: Tune 14, 2012 Dear Sir or Madam: Per your inquiry on July 30, 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 Certificate of Deposit Account Number 31003915124158 Ownership (Names o, fl Harry J. Apeman I/I(POA) Janice W. A[leman Opening Date 05/142005 Balance on Date ofDeath $10,666.53 Accrued Interest $ 59.55 Total $10,726.08 2. Type of Account Individual Retirement Account Account Number 35004201002679 Ownership (Names ofl Janice W. Apeman Opening Date 10/02/2006 Balance on Date of Death $3,236.14 Accrued Interest $ 2.17 Total $3,238.31 PACIFIC LIFE July 6, 2012 Irvin Keister 1614 Par Cswy Wescosville, PA 18106-9633 Re: Accumulated Cash Value Contract: FA10001425 Annuitant(s): Janice W Alleman Owner(s): Janice W Alleman Dear Mr. Keister: We are writing in response to information requested on the above-referenced contract. The Accumulated Cash Value as of 06/14/2012 was $ 52,972.64. If you have any questions, you may contact an Annuity Information Specialist at (800) 722-2333, Monday through Friday from 6 a.m. to 5 p.m., Pacific Time. You may also contact your registered representative with questions. Neither Pacific Life nor its representatives give tax or legal advice. Sincerely, ~~ G . ~ Lorene C Gordon Vice President, Operations Retirement Solutions Division Pacific Life Insurance Company Retirement Solutions Division P.O. Box 2378, Omaha, NE 68103-2378 www.PacificLife.com Securities Distributed by Pacific Select Distributors, Inc., Member, FINRA & SIPC