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HomeMy WebLinkAbout03-21-13 -J REV-1500 Exro+_1m 1505610143 OFMIAL USE ONLY PA Depwbrtt of Revenue pen�le tsr Nunl F re y cods Yew NS xr Bureau of Individual Tries Tr o . ae Po BOX200001 INHERITANCE TAX RETURN 21 12 01010 Harrisburg,PA 17128-Ml RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 09 02 2012 11 11 1924 DaosdwWs last Name Sutra Decedwra First Name MI PATTERSON MARY E (I Applicable)Enler Su-M"Spouse's Mb-o -Below Spouse's Last Name Suft Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLNCATE tftliT'H THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW M 1. Od*W Realm ❑ 2. SUppbmerltal Realm ❑ 3.Remakler Return(deb of dssll pdorID 12-13 M ❑ 4. Lk%W Extols ❑ 40.Fueee InlareN C ❑ & Feft Fatale Tax Realm Required (deb of dmlh vlW 12-124M ® 8 DOOM copy d WE) ❑ 7. n '' �e cu by Trmt 0 8. Total Number of Safe Deposit Boxes ❑ a. LBipolon Proceeds Received ❑ 10. 1211 said t-1�-06j aerh ❑ 1 t~Scch tax sec at t3(A) CORRESPONDENT-THIS SECTION MM I BE COMPLETED.ALL CORRESPONDENCE AND COMPIDENT141WL TAX IIffoRMATION SHOULD BE DIRECTED 7O Name Daytlms TMspfrals Number CERYSTAL L PROSSBR 8SQ 717 582 8195 r , P M OF V L�S Uo AALY p First Nrre of addrses m A r N m rri 109 S CARLISLZ STRBET P n N m ~ ' ` o Second Ilse of address CJ n a CMy or Post Office Stale 21P Code �{ DATE Ih[ED rr' NEN BLOOMFIELD PA 17068 a w Corrsapondsnt's eanail address: Is Ws of pMle�de a8tar Men s 0 b bleed o=W.M.boornents,M whibdt� d b ' preporer the a�Y knowledge. SON RE DATE John Brennan Patterson ADDRESS 2 Trout Lane,Marysville,PA 17053 S TURF OF PREPARER O THAN REPRESENTATIVE DATE Chrystal L Prosser Esq AWROT 109 S.Carlisle Strost,P.O.Box 336,New Bloomtleld,PA 17068 Side 1 1505610143 1505610143 J 1505610243 REV-115W EX RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................... 2. 15 , 337 . 06 3. Closely Held Corporation,Partnership or Sol*4Yoprietorsho(Schedule C).......... 3. 4. Mwlpapes R Nobs Receivable(Schedule D).......................................................... 4. S. Cash,Bank Deposits 8 Miscellaneous Personal Property(Schedule E)................ 5_ 223 , 648 . 24 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-Ywoa Transfers 3 Miscellaneous Non-Probate Properly (Sciredule G) ❑ Separate BNWny Requested............. 7. 8. Total Grow Assets(total Unes 1-7)....................................................................... 8. 238 , 985 . 30 9. Funeral E)penws d Administrative Costs(Schedule H)......................................... 9. 14 , 095 . 03 10. Debts of Decedent,Mortgage Liabilities,E Liens(Schedule 1)................................ 10. 19 , 888 . 54 11. Total Deductions(total Urm 9 810)...................................................................... 11. 33 , 983 . 57 12. Net Value of Eafals(Line 8 minas Line 11)............................................................. 12. 205 , 001 . 7 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for vAgch an election to tax has not been made(Schedule J)................................................. 13. 14. Net Value Subject to Tack(Line 12 minus Lire 13)................................................. 14. 205 , 001 . 73 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Lire 14 taxable at the spousal tax rate,of transfers under See.9118 (a)(1.2)X.00 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Una 14 taxable at sibling rate X .12 17. 18. Amount of Una 14 taxable at collateral rate x .15 205 , 001 . 73 18• 30 , 750 . 26 19. Tax Due..................................................................................................................... 19. 30 , 750 . 26 20. FILL IN THE OVAL F YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 1505610243 1505610243 REV-1500 EX Page 3 FIN Humber 21 - 12 - 01010 Decedent's Complete Address: Patterson, Mary E. STREET ADDRESS Messiah Village 100 Mt. Allen Drive CITY STATE ZIP Mechanicsburg PA 17055 Tax Payment and Credits: 1. Tax Due(Page 2,Una 19) (1) 30,750.26 2. CreditsMayrnamts A. PriorPaymsnts 27,500.00 B. Discount 1,447.37 Total Credits(A +B) (2) 28,947.37 3. Inter" (3) 0.00 4. If Una 2 is greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Una 20 to request a refund 5. If Una 1+Una 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 1,802.89 Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"W THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. re4in the use or income of the property transferred;..................................................................... x b. retain the right to designate who shah use the property transferred or its Income:.................................... x c. retain a reversionary interest:or.................................................................................................................. x d. receive the promise for life of ei8or payments,benefits or care?.............................................................. x 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without moeivlg adequsho consideration?....................................................................................................................... ❑ 0 3. Did decedent own an'in trust for' or payable upon death bank account or security at his or her death?......... ❑ 0 4. Did decedent own an Individual Ref(roment Account,annuity,or odw non-probate property which contaIns a beneficiary designation?...................................................................................................................... ❑ ❑x IF THE ANSWER TO ANY OF THE ABOVE QUESTxM IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE fT AS PART OF 7HE fWrU M1. For dates of death on or alter 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 perowd 172 P.S.§9116(a)(1.1)(41• For dales of death on or after Jam�ry 1.1995,the tax rate it piosed onto oat value of transfers to or for the use of#*surviving spouse is 0. anted 1t' p a)(t�i1)(ii)1. ase�t a trier to a survibng spouse from Fax and 0a af�utrxY rsquirimm for dhr�'re of rehim ffm aurviving spouse is ga oniv beneficiary• For dates of death on or after July 1,2000: •The tax rate OrVMW on the not valve of transfers from a deceased child 21 of age or younger at death to or for the use of a natural parer#,an adoptive or a stepparent of the child is 0 percent 172 PS.J9116(a)(i 2))1. •The tax rate Imposed on the not value of transfers to or for the use of the decedent's fneal beroficlartes is 4.5 percent except as noted in 72 P.S.§9116 1.2)(72 P.S.§9116(a)(1)1. •The tax rate s posed on the net value of tranders to or for the use of the deeedenra --a gs le 12 percent(72 P.S.&&9116((a)(1.3). A sibling is defined under Section 9102,as an Individual who has at beat one parent in comnen with the decedent,wfiaiher 6y 0) or adoption. SCHEDULE B @A STOCKS & BONDS WMGWACETAX0WtUfM FILE NUMBER ESTATE OF Patterson, Mary E. 21 -12-01010 AY propeity Jol Oy-ownsA wish Aylk of swvivomhrp must be disclosed on Sdndule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 Series EE Bonds(please see attached) 15,337.06 TOTAL(Also enter on line 2,Recapitulation) 15,337.06 -- I SCHEDULE E CASH, BANK DEPOSITS, &MISC. AHMM -rum M PERSONAL PROPERTY FILE NUMBER ESTATE OF Patterson, Mary E. 121 -12-01010 Indude the Cocoads of kligation and the date the prooeeda were received by the estate.All property Jointly-owned with the rift of survivorsh must be dNcbssd on achoduN F. ITEM NUM ER DESCRIPTION VALUE DAETADHTE OF 1 Northwest Savings Bank-Checking Account 50,865.28 2 Northwest Savings Bank Savings Account 12,748.70 3 Morgan Stanley 148,599.14 4 Citizens Bank-Checking Account 11,303.09 5 Refund from Highmark 123.20 6 Refund from Sewer 8.83 TOTAL(Also enter on Line 5,Recapitulation) 223,648.24 9CHEOLLEH cc AM FUNERALEXPENSM& DDEWARCETAXREMM ADMISS fM IVEVNOI�7 RE8O6ir 0&�B1r ESTATE OF Patterson, Mary E. FILE NUMBER 21 -12-01010 Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Funeral-Millers Funeral Home 7,912.00 2 Funeral Luncheon 161.75 I S. ADMINISTRATIVE COSTS: 1. Personal Represents five's Commissions Name of Personal Representstive(s) Street Address City State Zip Year(s)Commission paid 2. Attorneys Fees Law Office of William R. Bunt 5,400.00 3. Family Exemption: (H decedent's address is not the some as daimanrs,attach explanadon) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills of Cumberland County 335.50 I 5. Accountant's Fees S. Tax Return Prsparses Fees 7. Other Administrative Costs 1 Cumberland Law Journal 75.00 i I TOTAL(Also enter on line 8,Recapkuiailon) 14,095.03 SdwdUbH COMKIONYWALTH OF P899MVANIN ww & INHERMANCE TAX RETURN AdmiristabsComiscon2mod RESIDENT DECEDENT ESTATE OF Patterson, Mary E. FILE NUMBER 21 -12-01010 2 The Sentinel 210.78 I I ' I I I I I I i I I � Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE oTMOAKRERM"'A LIABILITIES, &LIENS NF10K ClTAXRW w�UIrO8BlT ESTATE OF Patterson, Mary E. FILE NUMBER 21 -12-01010 Report debts incurred by the decedent prior to death that remairied unpaid at the date of deal,,including u reimtwrsed medical ewes. ITEM NUMBER DESCRIPTION AMOUNT 1 Messiah Village 9,615.10 2 Messiah Village 9,479.40 3 Messiah Village 302.80 4 Alert Pharmacy 52.57 5 Center for Neurobehavioral Health 52.32 6 Dr. Dolby-Podiatrist 25.00 7 Capital Area Health Associates 361.35 TOTAL(Also enter on Line 10,Recapitulation) 19,888.54 INe+r-101s60 t11414) SCHEDULE J �rWT,UCvµ" BENEFICIARIES AEawErtroECEOerr ESTATE OF I FILE NUMBER Patterson,Mary E. 21 -12-01010 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT {Vllords} { } RECEIVING PROPERTY oe rwc u.e Tnobw L TAXABLE DISTRIBUTIONS[axdude outright spousal under Sec 118{a}{12}) 1 John Brennan Patterson Nephew All of the estate, 2 Trout trine real,personal and Marysville,PA 17053 mixed,and wheresoever situate Enter dollar arnourds for distributions shown above on lines 15 through 18 on Rev 1500 cover shed,as appropriate. II NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN I B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART g-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 FCOWD 'TRIE OF 1EG&OR G NIUS' Z-0i2 SEP 17 AMID: BST WIL„ t.AND TESTAMENT OF ORPI-I IS CUURT DAWAM CO., PA MARY E. PATTERSON I, MARY E. PATTERSON, of Upper Allen Township, Cumberland County, Pennsylvania,being of sound mind,memory and understanding,do hereby declare this to be my,Last Will and Testament, revoking all former'wills or writings in the nature thereof and any codicils thereto made. FIRST: I direct my hereinafter named Executor or alternate Executrix, as the case may be,to pity all of my just debts,funeral expenses and costs of administration and Inheritance taxes out of the corpus of my estate as soon after my.decease as is practicable to do so. SECOND: I give,bequeath and devise all of'my estate,real,personal and mixed' and wheresoever situate,'unto my nephew, John Brennan Patterson. THIRD: In the'event that my nephew,John Brennan Patterson,predeceases . my.decease, then and In that event, I give, bequeath and devise all of my estate, real, personal and mixed-and wheresoever situate, unto my grand niece, Kelly Ann Patterson. FOURTH: Any person who shall have died within thirty(30)days of my death,or under-such circumstances that the order of our deaths cannot be established by proof, shall be deemed to have predeceased me. WIWAM a.BM FIFTH: I name,constitute and appoint my nephew,John Brennan Patterson, creVM t,PROSM AMWEVSATUW as the Executor of this my Lest'Will and Testament. ioncamomw NOW ft In the event of the renunciation, death, resignation or inability of my 17M TN.(717)SL-4195 FAX(717)552.7521 nephew4ohn'Brenrian-Patterson,to act for any reason whatsoever;,as the Executor of my estate,then and'in that event, I name, constitute-acd appoint my grand niece, Kelly Ann Patterson, as the alternate Executrix of this my Last Will and Testament. My Executor or alternate Executrix, as the case may be, Is hereby excused from the posting of any bond or security notwithstanding any provisions of the law to the contrary. IN WITNESS WHEREOF,I have hereunto set my hand and seal to this my Last Will and Testament this 11"'day of August, 2009. Signed,seated, published and declared by the above named Testatrix, as and for her Last Will and Testament, in our presence,who,in her presence,at her request and in the presence of each other, have hereunto set our names as attesting witnesses'. tNtLLU1M R.�Nr CHRYWAL L.PRO6,RER ATTORNEYS AT L W 3098.CatAtls Shr6R Nwv wowftu Pa. 17068 Tsl,,(717)6828144 FAx(717)6827621 Page 2 of 3 pages ACKNOWLEDGMENT-AND AFFIDAVIT Commonwealth of Pennsylvania SS County of Perry We, Mary E. Patterson, the Testatrix in, and Virginia C. Dick and the witnesses to the Last Will and Testament of Mary E. Patterson,the attached or foregoing instrument,who have slgned,the instrument,having been duly qualified according to law do depose and say: (a) that 1, Mary E. Patterson,the Testatrix do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. (b) that we, Virginia C. Dick and 8e+vy $R,„►e.-� the witnesses,were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament;that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed;that each of us in the hearing and sight of the Testatrix signed the will as.a witness; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age,of sound mind and under no constraint or undue influence. Mary E. 'T estatrbc Vir�g C.Dick,w&O" . �Y "i3 .-.,ha►� ,,Witness wsuaana R W Swom to or affirmed and acknowledged CHMK MTORNMPROm before me this 11°t day of August,2009. 109 S.C.rx1Y�S1ra4t NW Bbomllft Pa: _ FAX(117)M2-7621 age 3 of 3 pages darn � Calculated Value of Your Paper Savings Bond(s) Page t of 2 Calculated Value of Your Raper Savings Bonds) Calculator Results for Redemption Date 09/2012 Total Price Total Value Total interest YTD interest $2,287.50 $15,337.016 $13,049.56 $0.00 Bonds: 1-61 of 61 Issue , Next Final Issue interest Serial# Seriea rienan Date Accrual Maturity Price Interest Rate Value Not .2167400033,1 ...E._..1�....$58:0?11979:.._.__......... 0/200`1. ......$37..501...... $179.06... -_._....»....._ 216.54: MA- _t2151716799 i E 50111 i978's `11 2006 37 50'• 178 46 i 215.Y6'; MA 11159893026: E i X50112/1978 i.... ...W._.iZ[20_8 -_,.._#.37.50i _ _1179.04 i _. $216.54 i MA 13153485249 _E ._; i f-w-1979M ..._._. t}1j20d9 12143128872:-.E_ _._ir� �i*I'3 '.... .__... . : .... 176 '....._,. __.s13.44MA, _ _ .Iw2145565101r._ .E 350 ./19�8_i ., .......... a ..._....537 5d . ..,. 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Z6d,66i MA .1073313375:__ E 1 $50#0211974:.,,.._...........:.02004:._._.53758:..._....121948?,...._.._ .. 10,60. 2s0. �MA. _,_ .. _-._... _. , .14763643$1: E $50 03%1474r 0372004w _ .$37.50: ._ $219.46'_ _.. _ #236.96't MA 6000.., .. .�.__ x...,._ .1059902187= E $50111973=- 10720031...,....637.50: $226.02?-......__ - --- L1062 65710Z ..E_.._...550 1171473 .....__.._.....€.i1J20034 -. ._137�SOi. .,.. _ ...-...'$..2.163,._52 MA„ 0110 068200561: . E.. 5Qi1211973 _.,_..._ ,:12(2083 37,506!..___.._....... ..__...9=68.96 MA �U050273566 _.E .c __.$50':07[1973._.: .. ... . .0772003.._..$37.501......, _MA.. _L3056492300.__E_._ ........$50--,0871973.x....._.._ 08/2003 ...__..#37,501-......*?9481 ,_........__ ...._.9263AB1.MA._ L205b726321 ..E__..6000 550 09.1973 f.---_----- 0972003 -... 3?50: X226 42 L 000 0._. _ _. .6263.52" MA ,0000_. L1038895059_,. E .. .950.0411973.; .._..... .;04/2003:. _.$37.50:_ ......$222.281 __ 6256-?6; MA _, _._ - L1042139466 E _?05/20031 ._ $37_50: $222.281 --......_.....1_....!$259.78'MA httpJ/www.treasurydirecLgOv/BC/SDCPrice 10/2212012 Calculated Value of Your Paper Savings Bond(s) Page 2 of 2 37.50:; (1028558414 E WAY-1v .•• 3! .. '� .,._...;...-.. . _(2033007742 .._E . -...._... -........._ f � 8 222.28'_ .... 9A MA.. (1038840648.: E 2 $37 50 #222 28 _ X269 8 -(1020507944 E _E X50:10[1972 j p/20027 50 -- 18.60 i. i r MA L102373E .....$50:12(1972`•....__...... 11(20D2L........-_$3750:......_218_.60.x..............._.,.... $2SA.10:__MA„ (1026363803 E. _ z $50:12/1972 ^12/2002;.._ #37 50_:_ _$219 16` - ` 326a�10 MA (1015123 23 E 50.07 1 __.,i .._._._..__._..._.5... 1_972;-•-. 07/2002.~-_.. 37.50 218.04 _. _.-. 56.54;MA (10179$61061 _ - #. ..._-_.......__... .._._�258.54Y_ .. _....-_._.._. 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MA is 337.06: Nob" EM-ttU d le..__3 onth and not eamin Interest ---- - http://www.Uvasmdirect.govBC/SBCPrice 10/22/2012 M.?Ut' M�IMiII lMM1N171P NIVRM WKt M7 li�Lt�'D TI$•t", r - witkr ts,'(11c.'sw{tOAT - 9i NESS MARY E PATTERSON MARC14 toff"' 102, NORTH,. JA09ON AVENUE Re';`R REICEVUE PA. 152022: AP POO: MRS :MARY C PATTER60M, kfi ees i0Q0 -210468422-o -10023501 , YS • " MrIMAM , _ +1.1 J.Y. S t 4 _E' " TTERSON' v , a II R F ,JAL`(tSOM AV' 400 . - " r arc••. '- � �, � NARl1 c R�►'F1'ER�aN „ ,�;���� �° Z�tOb �'�SOi46.�IA2*►Q. 08#044ab2'A � ...: ,: ''•ti"�-�. Y W'v•ti.'i S ry _�J� �� � I�I�.Y�NYIitl►'YIIILL'�VNI r �� .^ • ' 'ftH l 1 JACKlQ i kVEN# E W #140 S'bb 21bA6�4 !tb� 0$�1b2A827q a a2 1(1R i ! M Mxy�e r «A • 'NI-$S ARfl. Pk Tl'rf1'•SVN' f.g2 NQf fiN .1ACi SC}.N A�ERtEC' F ., �•.,, a Lx Evu Pp :. 18202. pQO MR$ FEAt1Y C Pd'TTERSON , 8$3 100 $iP1.4d'842�t}•�10,1�fQ4'3k2- `�` v"�`.�'.:x=.. e�2�1�r3rf. �Afi' M[ NWAi.'iIATMMMiY .� e � -",v I r^ r MARX. E,'PACTERSON ' >......... 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MARY C PATTERSON �. 885-:.1000 P10146842-0- 105990?107' -- ,.•'. tit -- _ E . 1059 sat 107E i wt tNt•OIINMIbK Yra4 rwr M i E.D T�i NINICII IS;TNK,PgpY D.Y OP 'MIts MARY E PATTCRSON 102- 14ORTW 3ACx'%0N AVM UC- F 0 P �FPO'r..MRS`°MARY 'C PA'T.TERStrN' 665., 10W �t01A684¢�0: 1:O52b438i Y ~+ ;- �..... rTir.r'r 1 .. -71[7iwrw.rll�+rwrw .. """., �L 1 X76 26 381.E - wr.rwe arowwrt rr. Ylr+.PAY . _ wMx>r Is Tec38rr onr.or;`. raw +i s MARY I PATTEttSON 2ldfaea4 lE$ti f,L ` 101', NORTH ,;JACKSON AVENUE F R 5 i. E11'TT a0`9 :BE1lEVUE' PA 13202: 04AR1 .;4;1,; rq.P ? I - PD'O'ARS. MARY 4 PATTERSON' `, OrOg r ; 10410I 21014684200 10733!3375` -� IW :4-.,... L 1 071 11 7:5 E _ w.r.rMC'oowu.wwxrr+mmo►wl.�rur 13IjtlE DDATE . WM %YN[OIRST Oar OR At4l9S 'MARY 'E PATTERSON ° 10146842' 'JAN.. 1974• 102 NORTH JAOXON AVENUE FRO Pf iTS+.�-B6F3yN'.. BELLEVUE Pp 1'3202 FrE .wdAT� r , POO MRS MARY C 'PATTERsON r 885 ,1000 .210146842.0. 106861 t56S3' Ham.�. .j:_ .' ir+rrM�. 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RA kb 4T2 , - l�bQ MR5 NAMY .G PAFT N., Dais 100Q. ;SOt�'1 2TQ��0842 "0' 2122�iT833A r IMM MISS'MARY E PAFM1F'ERS 2101. 1 81,�,8`31UE X202 PGp.-MRS MARY G r PAT7EfQN' <� . u 8.Q5 1004 " IO� b842�+Q .t 2083958'258 = . a• '•"; ILI a i 'Mpp�Sj3 kRRY E((�•,i�]}t�ATTryryyE�.R �y� lot 6,64,! �{ wdl i.frC .Y�. f.P y� 1iOtA •i^ .t 1 ..• 4IyYr+({Yr�. t^b w x I'�1i?. RS `NARY G PAT_ "Ai° 448 , 0 2. ` rrA . 4" :ar" tY�� 3• '`��FRT-;�.\ .�L• �����; 111Q1 Md;4O�y Ft� ro�� �y `1�1p0 .0 '2G) i$42 •Q x.130 K"�4t �ti•,��.F";}}',; `�V� ,j •-!Y + .?oil r MsiMtM�+ F , - ! • AI g + z ` lILpif E PAEti51�N 210T46842,� 1� E #ki JACK'sflt+t '/� �' Mx;5 „ _�P„ 1fAMY C PAtIiUN rC..Zi3l.l -17;,3 ^: a s''C•� '-`: F_ ��� " _ . ... .. _ , ,..•:� , •. .' : -'.: . �..�_,...�:°�-�!,•� .�#.. � 1 3 1.529 M9 E i Alt TIA Ox }0RSpp��ii u Cy' MART ��lr P 4� lei �tli .. � vir _ewe r4!Y �', � ��• - iK/�y-3 114. Y1R?RiN."W u(i.. 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O. t3OX lee - WARREN, FMENN5YLVANIA loses Na criber 30;2012 William R Bunt Attorney at law Attn:Chtystal L,?rower. 109 S QVIisle St PO Svx 336 New Bloomfield PA 1706E Re: Mary EPatteraon SSN:210-14-6842 Dear Ms Prosser In response to your request dated 10110012,please find the inf oration regarding Mary E Patterson Rated below. Arcouat.N: 258i0Z8>LSQ . :account Type: Chackigg .gate Opened:, 3/M003 Account Owner(s): Mary B Patterson Date of Death Ralanee: 5500164.10 Accrued Unpaid interest 51.18 Interest Rate.: AS•iL Account: 2581063878 Account Type: Saviep Date Opened: 7/0012 A'roount Owner(s): Mary E Patterson Date of Death Aalaece: 512,747.24 Accrued.Unpaid Interest: $1.46 interest Rate: 15•/. Northwest Dlred: 1-877-572-5678 www.northweeWvingsbank.corn 1°ldasc fixl free tO contact us with any further questions regarding the above-mentioned information at: Northweat Savings Bank Attu Resaanoh Dep&Mft t 100 Liberty St. P.O.Box 128 Warren, PA 16365 Sinccr�ly, Etue d me'La[wson NO'rtliwest Savings Bank Operations Support Research Department 1.800-572-6972 ext 89119 2 Mary Patterson Date of Death Values /CUB ��hr Description Quantity Unit value Tole!drte of Death Value BDPS CMBAN N.A. 3896.34 1.00 $ 3,896.34 ACG AWANCEBERNSTEiN INC FD 2914.133 $ 8.58 2S,003.26 ARCC ARIES CAPITAL CORP 245.170 17.27 4,234.69 FTR FRONTIER COMMUNICATIONS CORP 84.000 4.67 39126 MRO MARATHON OIL CO 900.000 27.57 S 24 08.50 MPC MARATHON PETROLEUM CORP 400.000 $ 51.20 $ 21,481.W VZ VERIZON COMMUNICATIONS 354.000 S 43.08 $ 15 251.20 FESGX FIRST EAGLE GLOBAL C 716.340 47.38 33 940.20 SOPTX LEGG MASON CLRBDE EQ INC BID 8 381.745 14.38 5 89 4 .49 SOPAX LEGG MASON CLRBRG EQ INC BID A 1 964.610 14.621$ 14102.60 Totals P099.14 This infonnadon Is balog provided at your request and doer not repltce or supersede your monthly Mort Stanby customer abbment.This imbnn Lion is based upon the data of death values for the accou t as of the dab of dead of 06x0212012. Molgan Sbmiay does not provide tent or legal advim.Please COMIC with your tax and/or Ito advisor for such guidance. Wwnwdm set forth was obtained from sources which we WWwo reliable but we do not guarantse its accunwy or com0slarmse. Netttaer the information nor any opinion expressed consfthm a soiicru bon by our of the Purchase or We of eacunAla. Past pefomunoe is no guaranies of future mutts. Patricia Rogus I Second Vice Presklent Financial Advisor Financial Planning Specialist November 20,2012 One C dzems Drive ROP112 Riverside,RI 02915 Novanber 16,2012 William R.Bunt PO Box 336 109 South Carlisle Street New.BloamReld.BA 17068-0336 Estate of MARY E PATTERSON Date of Death:,Sep 02,2012 SSN: 210-14-6s42 Dear.SirtMadsm: In acooa dance with your request,the attached information sheet has bees provided in the above dwWeWlj name as of his/her date of death. For Iast Uma t Loans or Line of Credit accounts,eodact our Loan Dept at i-800:708.6680. For all other inquiries,phase call 1-877-579-2667 $inoerely, DocSOdaet Accotuft pmtessing REF#:566174 Accent Number 61.02559812 Account Tide MARY E PATTBRSON Date ed 2127/1 '!9 -A000uat Checbn - Balance as of DOD $11302.86 Interest firim Last POOM to DOD $.23 Aceow►t Bala=as of DOD $11303.09 YTD Inta+est to DOD $1.32 LAWRENCE T. L R .0 H September 9,2012 Where Family Maum Brendan Patterson 2 Trout Lahr Marysville,PA 17053 Services force NW"'BH=beth Patterson Dent Brennan, The fnlloaritig is as itemised 6nal•smtetnent for funeral services. We.sirleercly appreciate the confidence You have placed in us and will continue to assist you in every Wray we can Please feel free to contact us"if' have any quesdons in regard to this statement Professional Services $ - 2,990:00 Facilities&Equipment $ 2,005.00 Mmdandise 20 Gaffe sealed Funun styie/crepe Int $ 1,695.00 Memorial'PachaRe $ 150.00 Cash Advances Total Merchandise $ 1,$45.00 Church $ 175.00 Priest $ .150.00 ' Post $ 447.00 Flowers $ 300.00 Total Cash Advances $ 1,072.00 Total Cost,$. 7;91100 Total Due:. . $' 71912.00 Jy PDirectomr Janice Miller stein,.FD;C"R Swen isor 460 LINCOLN AVENUE • BELLEVUE, PA 15202 (41,2) 761-2441 • Fax:(412) 766-4518 www.ltmillerfuneralhome.eom u ovls a Sn } \ e 2 \ Q ; \ 01, \ . 10 m«VH . , . 0 § 2 2 § J $ @ k » k ai (D An E R3 ® ■ = o % � Wo — U CID of Ln q k ) < � j k o , e5mo m � � ) § \/ WILLIAM R. BUNT ATTORNEY AT LAW 109 SOUTH CARLISLE STREET P. Q. Box 336 NEW BLOOMFIELD, PA 17068-0336 TEL (717) 582-8195 WILLIAM R. BUNT, ESQ. FAX (717) 582-7521 CHRYSTAL L. PROSSER, ESQ. March 19, 2013 Ms. Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Mary E. Patterson 2012-01010 Dear Ms. Strasbaugh: Enclosed herein please find a check in the amount of $65.00 for the filing fee for the Inheritance Tax Return and additional probate costs. If you have any questions with regard to the enclosed, please do not hesitate to contact me. Very truly yours, Chryst I L. Prosser cc: John Brennan Patterson (without enclosure) i cy '0 b z rn n7 hT Can D 00 G7 C> -1 -5 C0 C_' C� N O C17 -r� WILLIAM R. BUNT ATTORNEY AT LAW 109 SOUTH CARLISLE STREET P. O. Box 336 NEW BLOOMFIELD, PA 17068-0336 TEL (717) 582-8195 VILLIAM R. BUNT, Eso. FAX (717) 582-7521 CHR -.i'�AL L. PROSSER, ESo. March 14, 2013 Ms. Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Mary E. Patterson 2012-01010 Dear Ms. Strasbaugh: Enclosed herein please find the original and two copies of the Inheritance Tax Return for the above referenced estate. I am also enclosing herein a check in the amount of $1,802.89 representing the balance due for Inheritance Tax. Please time stamp one copy and return it in the enclosed self-addressed stamped envelope. If you have any questions with regard to the enclosed, please do not hesitate to contact me. Very truly yours, Ch al L. Prosser c w m cc: John Brennan Patterson (without enclosure) 0 3 c o VO � m � � z cr, = C) Cal l�d ' -' � r— rn S ��dlsod sn co o ^ 2l3lSdH .. so _ T T f .r } T i T 7 .r � r s _s T s , a r i a+ d � w M x 8 � 4