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HomeMy WebLinkAbout02-04-13J 1505610143 REV-1500 Ex(°2_,,, OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes oEVaeTNENr of REVENUE Po Box.2aoso~ INHERITANCE TAX RETURN 21 12 00596 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 05 04 2012 08 27 1920 Decedent's Last Name Suffix Decedent's First Name MI MCGINN MARGARET I, (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1. Original Return ^ 2. Supplemental Return ^ 4. L'Imited Estate ^ 4a. Future Interest Compromise (date of death after 12-12-82) 6. Decedent Died Testate (Attach Copy of VVill) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 9. Litigation Proceeds Received ^ 1 p, Spousal PovertyY Credit (Date of Death between 12-31-J1 and T-1-95) ^ 3. Remainder Return (Date of Death Prior to 12-13-82) ^ 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11.Election to tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number PATRICIA R BROWN ESQ 717 249 6333 r-..: ,--.. First Line of Address 354 ALEXANDER SPRING RO Second Line of Address City or Post Office State ZIP Code CARLISLE PA 17015 Correspondent's a-mail address: pbrown@salzmannhughes.com REGISTER OF WIL~S t]SE ONL1L~ c~ ~ ~ 1~*~ t~ ~ n I:~ ~'~ ~. r- a. CJ'7' ~ C <:"} C:;a ~zl DATE FILED`; 'r"~ tom? `"- -.3 ~ ~ ~ rn ~ ~ n ~~ ~ f"Y1 r'r1 ~ ~ "r'l `r'i .~ "~ 1 G'7 rn a~ ~ -,~ vnaer penalties or per)ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN/~~1RE OF PERSON RESPONSIBLE FOR FILING RFTI IRN ADDRESS 1Z-~~~ Peggy J. Hoffman 1000 Upper Bermudian Rd. Gardners PA 17324 SIGNATURE OAF PREPARER OTHER THAN REPRESENTATIVE DATE 1~_'~~:_.~y2---~~,-~~ Patricia R. Brown Esq. ~ (~ ~ i3 ADDRESS 354 Alexander Spring Road, Suite 1, Carlisle, PA 1505610143 Side 1 1505610143 J 1505610243 REV-1500 EX Decedent's Social Security Number Decedent'sNarr~~: McGinn, Margaret L. RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 827.04 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 17 , 824.3 9 6. Jointly Owneci Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous inn; Probate Property (Schedule G) u Separate Billing Requested............ 7, 13 6 , 985.8 9 8. Total Gross Assets (total Lines 1 through 7) ........................................................ 8. 155 , 637.32 9. Funeral Expenses and Administrative Costs (Schedule H) .................. .................. 9. 4 , O 98.4 9 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .......... .................. 10. 94 9.65 11. Total Deductions (total Lines 9 and 10) .............................................. .................. 11. 5 , 0 4 $ , 14 12. Net Value of Estate (Line 8 minus Line 11) ......................................... ................. 12, 15 O , 5 8 9.18 13. Charitable anti 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, 15 O , 5 8 9.18 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 15 0 , 5 8 9.18 16. 17. Amount of Line 14 taxable at sibling rate :X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. TAX DUE ................................................ ............................................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15Q5610243 1505610243 0.00 6,776.51 0.00 0.00 6,776.51 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-12-00596 DECEDENT'S NAME McGinn, Margaret L. STREET ADDRESS 801 N. Hanover St. CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 6,200.00 326.32 (1) 6,776.51 6,526.32 250.19 Total Credits (A + g) (2) 3. Interest (3) 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) 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. (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 :.................................. ^ c. retain a reversionary interest; or ............................................................................................................... ^ ^x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ 2. If death occurred after Dec. 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?....... ^ ^x 4. Did decedent own an individual retirement account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................... ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE 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 return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-7503 EX+(6-98) COMMONW EALTH OF PEN NSVLVAN IA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER McGinn, Margaret L. 21-12-00596 All property jointlywwned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH ~ 24 shares of MetLife 34.46 827.04 TOTAL (Also enter on Line 2, Recapitulation) I 827.04 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev1508 EX+(11-10) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER McGinn, Margaret L. 21-12-00596 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyrowned with the right of survivorship must be disclosed on schedule F. t~~ ~~w~r ~Nace is neeaeo, aaamonal pages of the same size) Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 11-10) Rav-1510 EX+ (08-09) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER McGinn, Margaret L. 21-12-00596 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TRANSFER.SATTACFi ACOPY OF THE DEED OR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Allstate Annuity Contract No. PA00055047 - 136,985.89 100.000% 136,985.89 Beneficiaries are decedents children: Peggy Hoffman, Brian McGinn and Maureen Chemsak 2 Benjamin McGinn - 5/1/2012 -cash gift -Grandson 100.00 0.000% 100.00 0.00 3 Brian McGinn, II - 5/1/2012 -cash gift -Grandson 100.00 0.000% 100.00 0.00 4 Nicholas Chemsak - 5/1/2012 -cash gift -Grandson 200.00 0.000% 200.00 0.00 5 Ross Hoffman - 5/1/2012 -cash gift -Grandson 100.00 0.000% 700.00 0.00 6 Stephen Chemsak - 5/1/2012 -cash gift -Grandson 200.00 0.000% 200.00 0.00 7 Trevor Hoffman - 5/1/2012 -cash gift -Grandson 200.00 0.000% 200.00 0.00 TOTAL (Also enter on Line 7, Recapitulation) I 136,985.89 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 08-09) REV-1151 EX+ (10-09) COMMONWEALT~E T PEEN TS RNANIA INHEFj AX E U REs(DENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER McGinn, Mar aret L. 21-12-00596 Decedent's debts must be reported on Schedule I. ITEM R DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) 409.08 Street Address City State Zio Year(s) Commission Paid 2. Attorney's Fees Salzmann Hughes, P.C. 2,763.75 3. Family Exernption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street ,Address City State ZiD Relatienshio of Claimant to Decedent 4. Probate Fees 395.66 5. Accountant':s Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 530.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 4,098.49 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER McGinn, Margaret L. 21-12 00596 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex e~ nses 1 Peggy J. Hoffman -reimbursement for funeral expenses 409.08 H-A 409.08 Other Administrative Costs 2 Register of Wills -filing fees 30.00 3 Salzmann Hughes, P.C. -closing costs and final fees for income tax preparation, postage 500.00 and miscellaneous contingencies in order to administer the estate H-B7 530.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+~12-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER McGinn, Mar aret L. 21-12-00596 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, Including unreimbursed medical expanses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Alert Pharmacy 49.65 2 Benjamin McGinn -cash gift, check written prior to death cleared after death 100.00 3 Brian McGinn, II -cash gift, check written prior to death cleared after death 100.00 4 Nicholas Chemsak -cash gift, check written prior to death cleared after death 200.00 5 Ross Hoffman -cash gift, check written prior to death cleared after death 100.00 6 Stephen Chemsak -cash gift, check written prior to death cleared after death 200.00 7 Trevor Hoffman -cash gift, check written prior to death cleared after death 200.00 TOTAL (Also enter on Line 10, Recapitulation) I 949.65 (If more space is needed, additional pages of the same size) Copyright (c} 2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Margaret L. McGinn 05/04/2012 220-07-6266 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) ~ reygy ~, norrman Daughter Sch. G 1/3rd Item # 1 50,150.98 1000 Upper Bermudian Rd. 1/3rd Residue Gardners, PA 17324 2 Brian J. McGinn Son Sch. G 1/3rd Item #1 50,150.98 P.O. Box 1328 1/3rd Residue 2914 Leafmore Rd. Chambersburg, PA 17202 3 Maureen J. Chemsak Daughter Sch. G 1/3rd Item #1 50,150.97 104 Windsor Way 1/3rd Residue Madison, AL 35758 4 Benjamin McGinn Grandson Sch. G Item #2 100.00 P.O. Box 1328 2914 Leafmore Rd. Chambersburg, PA 17201 5 Brian McGinn II Grandson Sch. G Item #3 100.00 P.O. Box 1328 2914 Leafmore Rd. Chambersburg, PA 17201 6 Nicholas Chemsak Grandson Sch. G Item #4 200.00 104 Windsor Way Madison, AL 35758 7 Ross Hoffman Grandson Sch. G Item #5 100.00 1000 Upper Bermudian Rd. Gardners, PA 17324 8 Stephen Chemsak Grandson Sch. G Item #6 200 00 104 Windsor Way . Madison, AL 35758 1 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Margaret L. McGinn 05/04/2012 220-07-6266 Item Name and Address of Person(s) Share of Estate Amount of Estate .Number Receiving Property Relationship (Words) ($$$) a i revor riottman Grandson Sch. G Item #7 1000 Upper Bermudian Rd. Gardners, PA 17324 200.00 Total 151.3~?_43 2 C7 _. ~- =ice :~, z ,, -.~ ,fit. ± ~~~ LAST WILL AND TESTAMENT ~T ~.:. - ~ - -~ ~ -_ -- r. ~~~ OF --, ~__ MARGARET L. McGINN z, -~ ~ `=° ~ =-= ~t= 1;;, T 3 I, MARGARET L. McGINN, a resident of and domiciled at 721 Yorkshire Drive, Carlisle, Cumberland County, Pennsylvania, being of sound mind and disposing intent, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at anytime heretofore made by me. FIRST order and direct my Executrixes, hereinafter named, to pay all of my debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my Executrixes need not accelerate and pay those unmatured obligations which, in their opinion, might be proper and more advantageous to retain or renew and pay as they become due and payable. SECOND i direct That my funeral be handled by Hollinger Funeral Home, Mt. Holly Springs, Pennsylvania, and that my body shall be cremated and the ashes interred in the plot owned by me and my late husband, JOSEPH G. McGINN, in Cumberland Valley Memorial Gardens, Carlisle, Pennsylvania. A graveside service conducted by the Chaplain of the Army War College is to be held at the discretion of my Executrix. Page 1 of 4 THIRD I give, devise and bequeath all my estate, real or personal, and my property of every kind and description (including lapsed legacies and devises and any property over which I may have a power of appointment) and whether acquired before or after the execution of this Will, to my three (3) children, MAUREEN J. CHEMSAK, BRIAN J. McGINN and PEGGY J. HOFFMAN, equally, and to their issue, per stirpes. FOURTH hereby nominate, constitute and appoint as Co-Executrixes of this, my last Will and Testament, my daughter PEGGY J. HOFFMAN, Gardners, Pennsylvania, and PATRICIA R. BROWN, Carlisle, Pennsylvania. In addition to the powers conferred by law I authorize my Executrixes: A. To retain in the form received, or to sell at either a public or private sale any real or personal property; B. To exercise any options to subscribe for stocks, bonds, or other investments. C. To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my Executrixes, in their discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; Page 2 of 4 D. To make settlements and compromises on such terms as my Executrixes in their discretion may deem wise without the necessity of obtaining any court approval thereof; E. To make distribution hereunder either in cash or kind, as my Executrixes, in their discretion, deem wise. FIFTH direct that no Executor, trustee or any fiduciary under this instrument shall be required to give bond or surety for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this ~~-~-~ day of January 2005. '~ I ~'G L ~l. ~ C!!'S' "~-~.. ~:;-,~~ '- ~~i 7 t,r:~-rimy--L~ ,. MARGARET L. McGINN COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS We, MARGARET L. McGINN, ~Z~~~~z~~~_~~1_~zL_yca~ and (!~Cr 2~z -~~.~'.~~- ,Testatrix and the witnesses, respectively, whose names are . ~~ signed to t~i~e attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament, and she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of Page 3 of 4 his/her knowledge, the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~ -~t' •-f %-, ,~ TESTATRIX ,. ~~ ''~,. ~ r ; , ' siding at ~ i ess `' ~ ~' ~ .. f,Ce~ ~ ~ ~~ ~~~--residing at _ `~ T ~J,.,2c.x~J ~~ . /7oa 7 Witness ;'% Subscribed, sworn to and acknowledged before me by MARGARET L. McG1NN, the subscribed and sworn to before me by ~~-u.~~~j.~2"~~ and Testatrix, and c,~ Zi~~.4e~ ~-,~ ,~}-~,~-~~- ,witnesses, this `~~ day of January 2005. Notary Public ANN B. #NSENICH, NOTARY RIBtIC CARLISLE e0R0 CUMBERLAND COUNTY AMY MI t EXPIRE MA Z 200 Page 4 of 4 MetLife :: Investor Relations :: Historical Price Lookup Page 1 of 1 print Met~.fe Investor Relations _______~Li.~tQr~cal Price Lookup _ _ _ _ _ _ -- _ _ _ ____ Symbol MET (Common Stock) Select Date May ~0444~~ 2012 ~ I,.Look Up Puce ~ Results Date Requested 05/04/12 Closing Price $34.24 Volume 10,113,600 Split Adjustment Factor 1:1 Open $35.06 1' c; Day's High $35.10 ~ ~~ l~ ~ ~( a ~t = ~ a ~~ • U~ Da 's Low $33.81 Y Copyright ©2008 IvlarketWatch, Inc. All rights reserved. Please see our Terms of Use. Designed and powered by Dow Jones Client Solutions Intraday data provided by Interactive Data Real Time Services and subject to the Terms of Use. Intraday data is at least 20-minutes delayed. All times are ET. Historical and current end-of-day data provided by Interactive Data Pricing and Reference Data. Privacy Policy • . ~ ~~ . __ _ __~_ :_ _~.,_~,~~„;., ,y,+„,~~„_~ ~~ ~ ~~ ~n-,rnl_ctnrklnnknn of&t=HistOuote 12/28/2012 Jun. 6. 2412 14:ilAM PNC BANK 412-7~2-7149 ~~ ~At~ti~Li T'HE WdY June 6, 2012 Patricia R Brown, Esq. 354 Alexander Spring Rd Ste 1 Carlisle, PA 17015 RE: Margaret L McGinn SSN: 220-07-b256 DAD: 05/04/2012 Dear Ms. Brown No, 3074 P. 1 In response to your request for Date of Death (DOD) balances for the customer noted above, oux records show the following: Checiang Account Account # 5140040293 Established: 05/01/1962 MARGARET L MCGINN DGD balance: $ 11,433.70 non interest bearing Savings Account Account # 5005820756 Established: 03/27/2009 MARGARET L MCGINN DGD balance: $ 0.00 + OAO accrued interest ** This account had a Zero balance at the time of death. Please note that this office provides date of death balances fbr deposit accounts (IRAs, CDs, Checking and Savings). We do not process any financial transactions or provide statements. If you need assistaiace with eny o€these items, please call 1-888-PNC-BANK (1-888-762-22b5) or stop by your local PNC Bank branch office. Sincerely, National Financial Seiviees Center PNG Bank, N.A. Member FDIC Page 1 of 2 JUL-1B-2012 11:24 From: MEMBERS 1ST FCU 7177955176 To:7172497334 P.1~1 St Members 1st Investment Services July 10, 2012 L,rxaccd at Mctnbc~~s 1st I''(a.l 5000 Louisc ].~rivc. Mcchat~icsburg, PA 17055 ~ 717-7~5-G1~51 ~3()()-2 37W 4054 MEMBER51"t 717-7'.>5-517(, t~~ F~flA,1L f,ItHDCT pNFOI~t Salzmann Hughes, PC Attorneys at Law Tammy Siegrist, Estate Paralegal FAX 717-249-7334 Andrew Steele tierrior Irwe,tptertt C:o~ast~ltarrt RE: Margaret ~ McGinn Allstate Contract PA00055047 Dear Ms. Siegrist: In response 'to your FAX received, July 9, 2012, the date of death (May 4, 2012) value for the above referenced contract was $13fi,985.89. The contract was distributed to the following beneficiaries on, June 12, 2012: Peggy Hoffman Brian McGinn Maureen Ghemsak If you require additional information, please do not hesi#ate to contact me. incerely, Regis red Sales Assistant to dre Steele Sernor Investment Consultant Registeeed Representat.ivr i~C, sc`Y:urilirs rrnd crriuin insuranr;c producKS src otficrcd through INYbaT P'inancinl l,'nrpnrntlon (TNVPCT'), uietut~er PIIVRA, SIPC grid affilialcd in+uruncr. u};rncie". IIVVH:S'I' is not ,yffiliated with MCmt~rs 1st Lfvesluteill Service. Frexlu~is surd scivic~s oftertid lIu•uugli 1N vLS~r urC: • NuL NCUA lnsurcd • Not a drpnr+it of or RuArgntetd by any credit union • May lose vnltte ~ ~o