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HomeMy WebLinkAbout11-02-121505610140 REV-1500 ~` i°'-'°' PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280601 Harrisbur PA 17128-0601 RESIDENT DECEDENT 2 1 1 2 0 9 6 4 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 8 2 2 2 D 1 2 0 8 2 7 1 9 1 8 Decedent's Last Name Suffix Decedent's First Name MI S E L L E R S D O R O T H Y M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW 0 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death 4. Limited Estate ~ 4a. Future Interest Compromise (date of prior to 12-13-82) ~ 5. Federal Estate Tax Return Required QX 6. Decedent Died Testate (Attach Copy of Will) ~ death after 12-12-82) 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0 N ame : Daytime Telephone Number G E R A L D J S H E K L E T S K I E S Q 7 1 7 7 7 4 7 4 3 5 First line of address 4 1 4 B R I D G E S T. Second line of address P 0 B O X E City or Post Office N E W C U M B E R L A N D a Correspondent's a-mail address: gs h e k 1 e t s k i a s t o n e 1 a w n e t Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the best of knowl it is true, correct and complete. Declaratlon of preparer other than the n'~Y edge and belief, personal representative is based on all information of which preparer has any knowled SIGNAT State ZIP Code P A 1 7 0 7 0 REGISTER OF WILLS USE ONLY n ~ O >`.i Z1 ~. C.X7 O rl'1 ~ r~ ~ ~~r . f ~:c_ 1 o~~; ._ N FJL ~ _-_____ ~ ~ -- c_x ..a~-i y , - OO ~~ ._. ~ i_f ~ c~ _,'~ ~:~ ~-_~ r-'r7 URE ER ON PONSI~L.E NG ETU ge' DAT `~ ADDRES D 13 JOHN DAVID BYERLY 316 RD ST•, NEW CUMBERLAND PA 17070 SIG F ~EPA~ OTH N E SEIfTATIVE A~urctas v/y,! r~Mf ~~~~..~ /y GERALD J• SHEKLETSKI, ESQ• 414 BRIDGEST•, NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 150561014D 1505610140 c~ .;» ~, .. _ ._ . _ . J ..~,~,. ___ ._.... _ . 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: DOROTHY M• SELLERS RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 1 2 8 8 9 9. 0 0 2. Stocks and Bonds (Schedule B) .................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)...... . 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ...... . 6. 2 7 4 6 0 . 1 9 7. Inter-Vivos Transfers 8 Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested ...... . 7. 8. Total Gross Assets (total Lines 1 through 7) .......................... . 8. 1 5 6 3 5 9. 1 9 9. Funeral Expenses and Administrative Costs (Schedule H) ................. . 9• 1 6 0 4 4 . 0 5 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ . 10. 11. Total Deductions (total Lines 9 and 10) .............................. . 11. 1 6 0 4 4 . 0 5 12. Net Value of Estate :'line 8 minus Line 11) ........................... . 12. 1 4 0 3 1 5 . 1 4 13. Charitable and Gover mental 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. 1 4 0 3 1 5. 1 4 TAX CALCULATION -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.o _ 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 1 4 0 3 1 5. 1 4 16. 6 3 1 4. 1 8 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. TAX DUE ....... .............................................. 19. 6 3 1 4. 1 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAY MENT Side Z 1505610240 1505610240 J REV-1509 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY t5 rATE OF: FILE NUMBER: DOROTHY M• SELLERS 21 12 0964 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. JOHN D• BYERLY 316 THIRD ST- GRANDCHILD NEW CUMBERLAND, PA 1707D B. JUDY M• BYERLY 355 FREEDOM BLVD• COATSVILLE, PA 19320 DAUGHTER c.DELYN M• BYERLY JOINTLY-OWNED PROPERTY: 19 HILLSIDE DRIVE MALVERN, PA 19355 GRANDCHILD ITEM NUMBER LETTER FOR JOINT 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 OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 12-02 SOVEREIGN BANK CHECKING ACCOUNT 1,718.64 50• 859.32 #0771D42329 2• B• 01-00 SOVEREIGN BANK CD #D775147077 22,330.31 50• 11,165.16 3• C 12-02 SOVEREIGN BANK CD #0775422934 15,410.25 50• 7,705.13 4• A 12-02 SOVEREIGN BANK CD 0775422942 15,410.25 50• 7,705.13 5• B 02-03 NCFCU ACCOUNT NUMBER 81264 50.90 50• 25.45 NOTE: SCHEDULE F ASSETS USED TO PAY SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS _ TOTAL (Also enter on Line 6, Recapitulation) I E 2 7 , 4 6 0 19 If more space is needed, use additional sheets of paper of the same size. REV-1St 1 EX+ (10-09) pennsylvania SCDHEyDUL~+E H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER DOROTHY M• SELLERS 21 12 0964 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t. PARTHEMORE FUNERAL HOME AND CREMATION SERVICES, INC• 10,705.32 1313 BRIDGE ST•, NEW CUMBERLAND, PA 17070 B. ADMINISTRATIVE COSTS: 1, Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2, AttomeyFees: STONE LAFAVER & SHEKLETSKI 4,500.00 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: LETTERS TESTAMENTARY 311.50 5 Accountant Fees: 6. Tax Retum Preparer Fees: z. THE SENTINEL - LEGAL ADVERTISING 200.16 8• CUMBERLAND LAW JOURNAL- LEGAL ADVERTISING 75.00 9• SOVEREIGN BANK DATE OF DEATH BALANCE FEE 20.00 10• WEST SHORE EMS 62.07 11• OMNICARE PHARMACY 40.00 12• FILING FEES - INHERITANCE TAX RETURN AND INVENTORY 30.00 13• RESERVE FOR CLOSING EXPENSES 100.00 TOTAL (Also enter on Line 9, Recapitulation) I ; If more space is needed, use additional sheets of paper of the same size. ,D44.05 REV-1513 EX+ (p ~ -~ p) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: DOROTHY M• SELLERS- 21 12 0964 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (Include outrght spousal distributions and Vansfers under Sec. 91 f6 (a) (1.2).) 1. JOHN D • BYERLY A/K/A JOHN DAVID BYERLY Lineal SCHEDULE A, ITEM 1 316 THIRD S T • SCHEDULE F, ITEMS NEW CUMBERLAND, PA 17D70 1 AND 4 2• DELYN BYERLY A/K/A LYN BYERLY Lineal 19 HILLSIDE DRIVE SCHEDULE F, ITEM 3 MALVERN, PA 19355 3• JUDY BYERLY Lineal 355 FREEDOM BLVD • SCHEDULE F, ITEM 2 COATSVILLE, PA 19320 AND ITEM 5 I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET AS APPROPRIATE II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON L-NE 13 OF REV-1500 COVER SHEET. 13 If more space is needed, use additional sheets of paper of the same size. f y ~. Ro~~T E, Mv~ts ~..,-~' aT'roRrrsY nT t.Aw 100 YORK ROAD ~w CUMBERLAJVp, PA 17070 LAST WILL AND TESTAMENT OF DOROTHY M. SELLERS I, DOROTHY M. SELLERS, now of 107 Poplar Road, New Cumberland, York County, ~~annsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last G7i11 and Testament, hereby revoking all other Wills and Codicils previously made by me. ITEM I: I direct that payment of all my just debts, exn~=uses of my last illness, funeral expenses, and the costs cf administering icy estate from my estate as soon after my death as conveniently m: 4' be done. ITEM II: I give, devise and bequeath all of the rest, residue and remainder of my estate, of every nature and wherever situate, together with all insurance policies thereon, unto my grandson, JOHN DAVID BYERLY, providing the said John David Byerly shall survive me by ninety (90) calendar days. ITEM III: Should the said John David Byerly spouse predecease me or die on or before the ninetieth (90th) day following my death, I give, devise and bequeath all of the rest, residue and remainder of my estate of every nature and wherever situate, together with all insurance policies thereon, to the 1 children of John David Byerly, absolutely, share and share alike. ITEM IV: I direct that any and all taxes that may be assessed in consequence of my death, including all inheritance, estate and transfer taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate as a part of the expense of the administration of my estate. ITEM V: I authorize and empower my personal representative to compromise, adjust, release and discharge in such manner as my personal representative may deem proper, all debts and claims owed by or to me or my Estate; to sell, lease or exchange at public or private sale or in such manner, at such prices, and upon such terms of credit or otherwise, as my personal representative may deem proper, all or any part of my property, real or personal; to exec ute, acknowledge and deliver instruments of conveyance, including deeds in fee simple; to borrow money for the purpose of paying estate, inheritance or other taxes which are required to be paid and to secure any such loans by pledge or mortgage of all or any part of my property and to execute the necessary instruments to carry out such powers; to distribute my estate in kind or partly in money or partly in kind, and to determine the fair value at which any property so distributed in kind shall be received by the distributees; to conduct any business in which I have an interest at the time of my death, for such period as my personal representative may deem proper, power to borrow money and pledge 2 assets of the business and the power_to do all other acts that I, in my lifetime, could have done, to delegate such power to any partner, manager or employee without liability for any loss occurring therein and to organize a corporation to carry on said business as capital to such corporation and accept stock in the corporation in lieu thereof and hold such stock for the uses of this my Will, and to vote said stock or sell the same as to my personal representative may seem best; to retain all stocks, assets, bonds and investments owned by me without being confined to what is known as legal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire real estate and to execute the same powers thereover as hereinbefore provided, to retain indefinitely any part of my assets, real or personal, which is or may become unproductive or to make sale thereof; to pay carrying charges and expenses of the property out of other principal or income of my estate; to invest and reinvest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representative deems proper, without regard to the principle of diversification or risk; to exercise any law-given option to treat administrative expenses either as income tax or as estate deductions, without regard to whether the expenses were paid from principal or income. The powers herein conferred shall be to my named personal representative and all successors thereto and shall be in addition and not in limitation of other powers 3 --- con.~e~e~ ©n said fiducta~r. Any and all payment. or payments of any sum or sums cash or in kind and whether for principal or incom ' whether in beneficia P e Payable to any ry shall be made u on the sole receipt of the respective beneficiary to whom the payment is made and free from antics atio alienation, assi nment P n' g attachment, and pledge and free from control by the creditors of any such beneficiary. ITEM VI: All shares of rinci al and income hereb P P y given shall be free from anticipation, assignment, pledge or obli atio of the beneficiaries and any of them and shall not be sub 'e n any execution or attachment le 7 ct to vy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITEM VII: I nominate, constitute and appoint my said grandson, John Uavid Byerly, as the sole Executor of this my Last Will and Testament, to serve without bond. IN WITNESS WHEREOF, I ~~'~L ~ ~ `~~~ ha e, to this my Last Will and Testament, set my hand this f~day of _ ~,~. ~5 T 2 0~_ , ~ Dorothy M. 1 s (SEAL) Signed, sealed, published and declared by Doroth the above named Testatrix on the l7 ~ Y M. Sellers, day of 4 •.~.~~rcr- +1rs'~6L0. - N e ame COMMONWEALTH OF PENNSYLVANIA COUNTY OF ror hit Last i~i11 and Testament~- E~ pres~nc~, anc~ in the presence:. .'uestt subscr~,bec~ our names as WE, the- undersigned, the Testatrix respectively, whose. names are si and the witnesses, being first duly-sworn and qualified accord nor to ing instrument - declare to the undersi g law, do hereby the Testatrix si fined authority that we were present and saw she had si 9n and execute the instrument as her Will, and that fined willingly and that she executed it as-.her free and voluntary act for the purposes therein expressed,. and t the witnesses, in the presence and hearing of the Testatrix si the Will as witnesses and that to the best of thei hat each of ~ fined Testatrix was at that time eighteen years of age or older sound mind and under no constraint or undue in r knowledge, the said Testatrix, do hereby acknowled a that I si uence, and I,~the the instrument as my Last Will andg Testament 9ned and executed willingly, and that I si , that the purposes therein exp ressed t as my free and volunta signed it ry act for W tries Sworn to and subscribed bef e me this i~,e3E, day of 20 ~ ~ ~~~~ ~",-aiY rui3ilc ~~•t/ w ~ o My Commission Expires: ~Yn °rAA~A~ sEA~ s Fatrv-e ~T HAGt« Notary Pu611a MY Commisslo~ York County ~~~ ~Y 7, 2008 rs York County geographic Information Access System York County, Pennsylvania • Home • About York County • Maps/Directions • Keywords • Site Index • Contact Selected Reco>~ d PIN: 27000030019B000000 Owner: SELLS DOROTHY M Location: 107 POPLARS RD Acreage:.285 Land Class: 101 Clean & Green: N Land Value: 35380 Total Value: 111120 Sale Price/Date: 1 - 4/2/2001 12:00:00 AM Farmstead Code: Deed Book Page: 1430-4256 Building Value: 75740 Grantor: SELLARS RAYMOND E & DOROTHY Homestead Code: H Homestead %: 100 Farmstead %: Page 1 of 2 I t:: New Sestch;=: ~ J Search Result ID Name Select 1.00377 :CELLARS DOROTHY M • o GIS Welcume o Mapping snd Data o Contact York GIS o Mapping Help PIN 27000030019B000000 http://gi s.york-county. org/SearchParcel.asnx ~i'~-Q~~~i~.Oc~ R/'21 /7~ 17 i~~~~'~ toA~E ~ ~ ry ~, ~ ~ s.} ~~ ~ 4 ~ 5 6 YORK COUNTY ~~ ASSESSMENT OFFIC ~7 Tax Parcel No. 102 Poplar AvE 0015813 Fairview Twp, 270000 030u39B0--OOGCiO D E E D THIS INDENTURE, Made the ~o?.zrdday of ~-c. ~i 2001 r / BETWE~'N DOROTHY M. SELLERS, unremarried widow, and ~~~i~ M. BYERLY, single person, herein designated as the Grantors; AND DOROTHY M. SELLERS,` herein designated as the Grantee: WITNESSETH, that the said Grantors for and in consideration of the sum of One and No/100 ( $1.00 ) dollar lawful money of zhe ~:~nitzd States of America, to the Grantors in hand well and trtaly pain ~y the said Grante•s, at or before the sealing and delivery of ~hese presents, the receipt whereof is hereby acknowledged, and t~~c Grantors being •~.herewith fully satisfied, do by these preser_-~s grant, bargain, sell and convey unto the Grantee forever, ~:er heirs and assigia, • ALL THAT CERTA~N lot or tract of land in Fairview Township; York County, Pennsylvania, bounded and described as o ows, to wit; BEGINNING at a point on the center line of Springer's Lane at the southeast corner of lands formerly of Stewart Hutton, which boi::t is 282.6 feet in a northwesterly direction by the center line of Springer's Lane from the point of its intersection with the ce~~~~r line of State Highway Route No. 24; thence North 54 degrees ::5 minutes East by said Hutton land 155 feet to a stone; thence by said Hutton land South 41 degrees East 80 feet to a point; thence South 54 degrees 39 minutes West by lands now or late of George E Pc.,vers, et ux 1 :!~ feet to a point on the center line of Spri nger ~ s ,: ~ Lane; thence No:-th 41 degrees West 80 feet by said center line of ~~,~ Springer's Lana to the point and place of BEGINNING. ' HAVING THEREON ~.RECTED a dwelling house known as 107 Poplar Avenue . THIS IS A CONVEYANCE FROM MOTHER AND DAUGHTER TO MOTHER AND THUS IS EXEMPT FROM REALTY TRANSFER TAXES. BEING the same premises which Dorothy M. Sellers, by deed dated June 29, 2000 and recorded in York Coun•cy Recorder's Office in De`d ~~ BOOK :4~a PAGE 4257 TOGETHER with all and singular, the said property, improvements, ways, waters, water courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging, or in anywise appertaining; and the reversion and reversions, remainder and remainders, rents, issues and profits thereof; and of every part and parcel thereof AND ALSO all the estates, right, title, interest, use, possession, property, claim and demand whatsoever, of the Grantor(s), both in law as in equity, of, in, and to the premises herein described and every part and parcel thereof with the appurtenances. TO HAVE AND TO HOLD all and singular the premises herein described together with the hereditaments and appurtenances unto the Grantees and to Grantees proper use and benefit forever AND the Grantors covenant that, except as may be herein set forth, they do and will forever specially warrant and defend the lands and premises, hereditaments and appurtenances hereby conveyed against the Grantors and all other persons lawfully claiming the same or to claim the same. UNDER AND SUB.7ECT to Acts of Assembly, county and township ordinances, rights of public utility and public service companies, existing restrictions and easements, visible or of record, to the extent that any persons or entities have acquired legal rights thereto. In all references herein to any parties, persons, entities or corporations, the use of any particular gender or the plural or singular number is intended to include the appropriate gender or number as the text of the within instrument may require. Wherever in this instrument any party shall be designated or referred to by name or general reference, such designation is intended to and shall have the same effect as if the words "heirs, executors, administrators, personal or legal representatives, successors and assigns" had been inserted after each and every such designation. IN WITNESS WHEREOF, the said Grantors have hereunto set their hands and seals the day and year first above written. Signed, Sealed and Delivered, in the presence of: WiT S: S ( EAL) Dorot M. Sellers ~ (SEAL) Judy Byerly Commonwealth of Pennsylvania: County of ~~~_ . y' M BQ0~4 I ~ 3 ~l PAGE 425$ ON THIS, the ,~ day of ~~ ~- 2pD ~ , before me, the undersigned officer, personally appeared Dorothy M. Sellers and Judy M. Byerly, known to me (or satisfactorily proven) to be tie person(s) whose name(s) is/are subscribed to the within instrument and ~+:knowledged that he/she/they executed the same for -the purposes thE:rein contained. ~. r - ~y, OTARY PUBLIC ~' My Commission Expires: ~~? ~ '~~ ' NOTAr~IAL SEAL ' % , ., MARY D. VER RAGE, Notary Publk Fairview Twp., York County ' M Commission Expires Ma 7, 2Q(~2 ~I hereby certify the address of the above-named Grantee(s) to be: nEi_Ok~ER ~F SEEDS YORK. r:~+~iN7Y F'EhdNSYL4`ANIra INSI'CUCtENT NUtIBEfi' '?~rr~r1r_lYc~r~ f~EGGRaEry ?°~ +FFGnG~r~2LE hDtISIN(i ~1..=ii ECDF•.C~IN(: FEES: ~13,ii% If` NUtiBEF' FEES ~S,rjri OUNTY AkC:HIVES FEE f1.+aii OD Afis:NI+IES F'EE fi.ur:F OrAL E?4. t;u1 R,ecarded In York Coun~-- ~- ~......~ - .. ~; • ~ ~ ~ ~ ~,. ' • • ~` /:y,~ r 1~, 7 Sovereign Bank ESTATE OF Dorothy M. Sellers a1k/a Peg Sellers SOCIAL SECURITY #. 199-OS-9229 DATE OF DEATH: August 22, 2012 Account #: 0771042329 Type: Checkin In the name of: Doroth M Sellers or John D B erly g Open date: 12/9/2002 Date of Death Balance. $1,717.10 Int.(YTD) from 1/1/2012 to 8/13/2012 54 $1 Accrued interest to date of death: $0.00 . Other Info: Account #: 0775147077 Type: CD In the name of: Doroth M Sellers or Jud M Byerly OPen date: 1/27/2000 Date of Death Balance. $22,000.00 Int.(YTD) from 1/1/2012 to 7/31/2012 $298 13 Accrued interest to date of death: $32.18 . Other Info: Account #: 0775422934 Type: CD In the name of: Dorothy M Sellers or Delyn M Byerl Open date: 12/26/2002 Date of Death Balance: $15,000.00 Int.(YTD) from 1/1/2012 to 7/31/2012 $370 27 Accrued interest to date of death: $39.98 . Other Info: Account #: 0775422942 Type: CD In the name of: Dorothy M Sellers or John D id B OPen date: 12/26/2002 av erly Date of Death Balance: $15,000.00 Int.(YTD) from 1/1%2012 to 7/31/2012 Accrued interest to date of death $370.27 : $39.98 Other Info: Account #: 0775541667 Type: CD In the name of: Doroth M Sellers or Jud M B erl Open date: 7/16/2007 Date of Death Balance Account closed pnor to death Int.(YTD f?°arrz to Accrued interest to date of death: Other Info: Account closed on 07/18/2011. Page 1 of 1 New Cumberland Federal Credit Union Your Community Credit Union P.O. Box 658, New Cumberland, PA 17070-0658 Phone: (717) 774-7706. 1-800-716-2328 • Fax: (717) 774-7996 • Web: www.ncfcuonline.org September 12, 2012 Stone LaFaver & Shekletski Attorneys at Law 414 Bridge Street P.O. Box E New Cumberland, PA 17070 1ZE: Estate of Dorothy M. Sellers a/k/a Peg Sellers Social Security 199-OS-9229 Date of Death: August 22, 2012 Dear Mr. Shekletski, Pursuant to your letter dated September 11, 2012, in regards to Estate of Dorothy M. Sellers a/k/a Peg Sellers the information is as follows: Account Number: Owner(s) on Account: Date acct opened: Date of Death Balances: DOD Dividends: 81264 Dorothy M. Sellers Judy M. Byerly 2/10/2003 S 1 (Savings) $50.83 $ .07 If you need anything additional, pertaining to this matter, please do not hesitate to contact me directly. Sincerely, i Barbra J. ri t Branch Manager Enclosures