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Home My WebLink About08-13-13 (3) � isossiai4o REV-15t10 �x �°,�,°' ��u � PA Department of Revenue Bureau of i�ividuai 7exes Counry Cotle Year File Number Po Box z8aao� INHERlTANGE TAX RETURN � 1 1 3 0 6 4 3 Harciabum.PA 1�128-0681 RESIDENT QECEDENT i ENTER DECBDENT INFpRMATION BELOW Sociai Socurity Number 4ete of Death ntrm�DVwr Date of Birth MnnDDYYYY 0 5 3 0 2 0 1 3 1 0 2 6 1 9 1 9 DeeedenPS Last Name Suttix DeeedenYe First Name MI B A l. D A U F C l A R A K pf Applicable)EMer Surviving 3pause'a InMrmaGon Belpw �Spouse's last Name Suffoc - Spouse's Flrst Mame trll N / A Spouse's Social Security Number THIS RETURN MUST 9E FII.ED IN DUPLICATE WITH THE REGISTER CiF WI��S FILL IN APPROPRIATE dVAL3 BELOW � 1.Originai Retum � 2.Supplemental Rewrn � 3.Remaindar Return{date of death pnorta 12-13-82} � 4.Limited EataM � 4a. Future Interest Gompromise(tlate of � 5. Federai Eatate Tax Retum Required death after 12-12-82) � 6.Decedeni Dimd Testat� ❑ 7.Decede�t Maintained a Uving Trust _ 8.Tptel Number of Safe Deposit Boxes {Attach Capy of�H} (Attach CaPY af Ttuat} � 9.LRigation Proceeds ReceWed � 10.Spousal PoveRy Credit(date W death � i t. Ebdion to ts�t under Sec.9113(A) between 12-31-91 and t-1•9S) (Attech Sch.O) CORRESP4NOENT-t'H�SECTKIN tRiST SE Ctli1PLETEO.AlL C4RRE8PQMdENGE AtiD C4NFlDENTfA!TAX�IFBRMATpN SHOULD�DIRECTED T0: Name Dsytime Teiephone Num6pr DAVI D R GETZ ESQUI RE 71 `�d �,234-� 4�,� ;� 2 �a r �..� �� w��s�r{QF w+`tt�useS� '� r.. �..:. � y:, r .. . � n ;��` c:;; � ��:.; � First iis�e of stldress � � —. u> ��'� " V �n� �i �act� OtE/ R �tp �..� ,_, sn.., —rt < c:> W � I� VV � 1• l71 {;. R 9t vY E � V IY E R a.) <', � r f,:) (:;':; —'— Sewnd line of address . ;:u y_., :._ �» P O B O X 8 4 5 � i �--� c, e� I City or Pnat Office State 21P Coda �_ DATE�Eo H A R R I S B U ft G P A 1 7 1 0 8 0 8 4 5 GorrespondenYs e-mail address: dp@tZ(�Wwwp818W.COn1 UrMer p�a�an oi Perju7.i deWra tlfat i have ereminM N�r�m,i�ie�p -np aduGU�s ami ,antl�itre beat��knowledge ae�b�bf, i4 is We,mfroCt arM comWe6�-Uec4At8ti0n of ProWror Ot�Mthen the MBOna!rePTeeentalive i8 besetl at aii iMOrmation of whieh PreAere�has any knaxletlge. SIGNATU dF PERSdN RES ONS LE FOR FILING RETURN DATE ��c. ,�✓ �-.�r-�,� ADORE� 172 LAKE MEADE DR EAST BERUN PA 17318 SIGN pFP PAR OTH THAN REPRESENTA7NE D E ,�.-,�� /f,�/!3 n�: s WIX WENGER & WEIDNER PO BOX $45 HARRISBURG PA 17108-d845 PLEASE USE ORIC#INAL FORM ONLY Slde 1 L 1505610140 1505610140 � � J1505610240 REV-1500 EX DecedenPs Social Security Number o�a,m,Ne,,,e: CLARA K. BALDAUF RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. • 2. Stocks and Bonds(Schedule B) . . . . . . . .. . . . . . . . . . . . . . . . . . . .. . . . .. . . . . 2. � 3 6 3 7 , 9 4 3. Closaly Held Corporetion, 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. Jointty Owned Property(Schedule F) ❑ Separete Billing Requested . . . . . . . 6. 5 6 3 O 9 , 8 5 7. Inter-Vivos Transfers 8 Miscellaneous -Probate Property (Schedule G) � Separete Billing Requested . . . . . . . 7. . 8. Total Gross Asaeb(total Lines 7 through 7) . . . . . .. . . . . . . . . .. . . . . . . . . . . 8. 6 9 9 4 7 , 7� 9 9. Funeral E�enses and Administrative Costs(Schedule H) . . . .. . . . . . . . . . . . . . 9. 6 1 5 5 . 0 $ 10. DeDts of Decedent,Mortgaga Liabilitiea,and Liens(Schedule I) . . . . . . . . . . . . . 10. � 5 9 4 . 7 1 11. Total DeducUons(total Lines 9 and 10) . . . . . . . . .. . . . . . . . . . . . . . .. . . . . . . 11. 7 7 4 9 . 7 9 12. Net Valus oi Espte(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. B Z 1 9 8 . 0 0 13. Charitebb and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . .. . . . . . . . . . . . . . . . . . . . 13. . 14. Net Valw Subjsct to Tax(Line 12 minus Line 13) . . . .. . . . . . . .. . . . . . . . . . 14. B 2 1 9 8 . 0 0 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount W Line 14 taxable at the apousal tax rate,or tranafe�s under Sec.9116 (a)(12)X.0 _ � . 0 Q 15. Q . Q Q 16. Amount of Line 14 taxable ac r�eai�aee x.oas 6 2 1 9 8 . 0 0 is. 2 7 9 8 . 9 1 17. Amount of Line 74 taxable at sibling rete X.12 0 . 0 0 n. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 � . 0 � tg, 0 . 0 � 19. TAX DUE . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . .. . . . .. . . . . . . . . . . . . . . 19. Z 7 9 H . 9 � 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 L 1505610240 1505610240 J REV-1500 EX Paqe 3 Flk Numbo� Deaedent's Complete Address: 2� �3 0643 DECEDENTS NAt� CLARA K. BALDAUF�_ ' ��_,��__ STR£ETADDRESS 325 WESLEY DRIVE�_ ,. _.i.iii__ aTV — � i srare zia MECHANIC3BUt2G PA 17055 Tax Payments and Credits: �. ra�oue��az,u��s} f�i 2.�ss.st 2. Credits/Payments 2 658.97 A.Priw Pay�nts B.Discaunt 139.94 T�Credits{A+B} (p) 2,79$.$1 3. Interest {3} 4. If Line 2 is greater than Line 1 +�ne 3,enter the dHference.This is the OVERPAYMENT. F�I M ov�on Page z,IJne 14 to rpu»t a reiund. t4} p.o0 5. if li�1+I.itie 3 is greater than line 2�enter the difference.This is the TAX OUE. {5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOVitiNG QUESTIONS BY PU1CiNG AN"X"IN THE APPROPRIATE BLOCKS 1. t}id dacedent m�ce a Vansfer and: Ves No a. retain Ehe use or imbme of 1he pmperty transferred: ...................................................................... ❑ � 6. retain the right to designate who sh�l use the praperty transferred or its inc:ome: ............................... ❑ o, ret�n a reveraia�y interast:a ................................................................................................ 0 � d. recaive tha promise for life of either payments,benefits a care? ....................................................... ❑ 2. K death occurred after December 12,1982,did decedent transfer proparty within one year of deam without receiving adeCuate�nnsideratian? ....................................................................................... ❑ � 3. Did det�dent own en'in trust for"or payaWtwpontleath bank account a security at his a her death? ......... ❑ 4. Oid decedant�n an individu�r�retnent ac��t.annuity or�non•probate proPerty,wtrich contains a benefiaary designation9.................................................................................................. ❑ � IF THE ANSYVER TU ANY OF THE ABOVE QUESTIONS IS YE$,YOU MUST C4MPLETE SCHEDULE G AND FILE!T AS PART 4P 7HE RETURN. For da�s af s�att�at ar aft�July 1,1994,and before Jan. 1,1�a,the ta��rate imposed an the net value of transFers to w 1or ttre use of the sutviving sprwse is 3 percent{72 P.S.§9116(2)(1.1)(ij]. For dates of death on ar after Jan, 1, 1995,the tau rete imposed on the net value of transfars to or for the use of the surviving spouae is Q percsnt [72 P.S.§9116(a}(1.1}{ii)j.The staiute does�t e�npt a transfer�a surviving�ou�fran tax,and the statutay requ'rrements fa di�ure af assets and filing a tax retum are still applicable even'rf ihe surviving spouse is the only beneficiary. For dates of death on pr aflar July 1,2p06: • The tau rate imposad on the net v�of tr�tsfers ftpm a deceased chik!21 years af age w yau�ak deafh to�for the use af a naturai parent,� adaptive parent or a stepparent of the chNd is 0 percent(72 P.S.§9116(a)(1.2)]. • The t�rate imposed on the net vaiue of transfers to a for tt�e use of the decedenYs Iineai beneficiaries is 4.5 perceM,except as noted in 72 P.S.§9118(1.2)(12 P.S.§9116(a)(1)1. • The tax rate imposed on the nst value of transters to or for fhe use of ihe decadenCs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,under Section 9102,as an inckvidu�wha has at least a�e p�t in comr�n with the cJ�dent,whe�by t�oOd a adoptlan. REV-15Q3 E7C+{8-12) pennsylvania SCHEDULE B DEPARTMENT OF RE1lENUE INHEFATANCETAXRETURN STOCKS 8� 80NDS RESIDENTDECEDENi ESTATE pF p�Np�g CLARA K. BALDAUF 2i 13 4643 All propaAy jointly owned witl�Hght of survivorshfp muat be diaclosad on 8chedule F. ITEM YALUE AT F}ATE NUMBER DESCRIPTION OF pEATH t. MORGAN STANLEY BROKERAGE ACCOUNT 13,637.9A {HE�Q JOINTLY WITH DONALD H, BALOAUF,WHO HAD PREDECEASED THE DEGEDENT; THUS, ASSETS OWNED SOLEi.Y BY DECEDENT AS OF THE HER DEATH) ITEMIZATION REPQRT AND FUND VALUATIQN REPORTS AT7ACHED � TOTAL(Also�ter an Line 2,Recapitulatia�) f ��gl� If more specs�needad,insert additionat sheets of the same size ��11 REV-1509 EX+(p1-10) pennsylvania SCHEDUI.E F °Ep"�"'a�RE"E""E JOINTLY•OWNEDPROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE Of: ftl.E 1�HNN�ER: CLARA K. BALDAUF 21 13 0643 N an�ssnt was mMe Johitly oNm�d w1Min one year af ths deadenfs d�te ot death,k muft bs rspordad on Sehedule Q. SURVIVING JOINT TENANT(SJ NAME(S) ADDRESS RElAT10NSHIP TO DECEOENT n. MARY C. PATTON 172 LAKE MEADE DRIVE pAUGHTER EAST BERLIN, PA 17316 s. c. I JOINTLYAWNED PRQPERTY: LEiTEH pATE DESCPoP'f10N OF PROPERTY %OF DATE OF DEATH ITEM FORJOINT MADE INCLU�EWUIEOFFINANCULINSTITU710NANQBANKACCOUNTNUMBERORSIMII,AR DATEOF�EATH DECEOENTS VAlUEOF Nt1MBER TEFIANT JOtM IQENiiFYiNG RA7TACHOEEQFOR.tOiNTIY-HEIDREAIESTATE. VALUEOFASSET INTE(�ST DECE�MSINTEREST t. A, 1979 PNG BANK GHECKlNG ACCf3UNT XXX 1765 11,244.04 50. b,602.02 DOD BALANCE: $11,203.97; ACCRUED INT: $.48 2. A. 2005 PNC BANK SAVINGS ACCOUNT XXX 5325 101,415.65 50. 5Q707.83 DOD BAI.ANCE: $101,4d4.15; ACCRUED tNT: $11,50 70TAL(Also enter on Line 8,Recapitulatfon) S ��8$ If more spaoe is need�,uae addPoaiml ahae6 of paper of the aema sixa. REV-1511 EX+(�0-09) pennsylvania SCHEDULE H °EP"�M o�R�"°E FUNERAL EXPENSES AND ir�r�wT,ariceTnx�ruwa ADMIMISTRATtYE COSTS r�sioErn oECECr�Nr ESTATE OF F�E tNi#ABER GLARR K. BALDAUF 21 13 �43 Deade�H's dabk must be npoMd on ScheduN�. ITEM NUhdBER QESGRIPTION AMOUNT A. PUNERAL EXPENSES: �. PARTHEMORE FUNERAL H4ME&CREMATION SERVICES, iNC. 3,233.83 2. LUCY VAUGN (ORGANlST) 154.00 3. CHRiST PRESBYTERIAN CNURCH (BERVICESJFUNERAL LUNCHEON) 540.00 B. ADMINISTRATIVE COST3: 1. Personal Reprea�tative Commissions: Nama(s)of Pe�sonel Repreaenfallve(s) StreetAddresa City Sis� Z!P ve�ta)Can�Pai�: 2, AtromeyFees: WIX WENGER&WEtDNER jESTIMATED} 2,060.00 3. F�Ezremption:{If decade�Cs a0��it�e sa�tre ss daime�Ca,ai�ch er�erratan.} ClaimAM Str68t Addre&s Cily S1a0e ZIP Rei2tiPnshqa af CWHnant�ESecsdent 4. ambateFeas: GUMBERIAND COUNTY REGISTER OF Wl�CS 218.50 5 AccountantFees: 6. Taz R81um Preparer Fees: 7. APPRAISE VRLUATION SERVICE 12.75 TOTAL(Aiso emer on Line 9,Recaptulation) S 6 155.08 tt mwe s�e re�.�e ad�§a�i aheeb�paper aitl�e s�ne size. REV-7St2 EX+{t2-12} pennsylvania SCHEDULE I DEPARTMENT OF REYENUE DEBTS 0�'DECEDENT� iNr��nTAnc�Trx+�uw+ MORTGAGE IIABtLITIE5$�LIENS RESIDENTDECEDENT ESTATE OF FILE Ntl�ER CLARA K. BALDAUF 21 13 0643 RepoR debh incurred by the MaMent prlor W dwM that ramained unpeld at the date of d�M,Ineluding unMmbunad medkat expeneee. iTEM VALUE AT DATE NUMBER pESCRIPTION OF DEATH 1. VISA-CreditCardBiit 34g_�g 2. HOSPITAL 55.90 3. AMBUUINCE 25.00 4. BETNANY VILLAGE-Prescription 10.62 � 5. BETHANY VILLAGE-Nursing Home 346.00 6. SEI.ECT SERVICES-Medicai Biii $14A0 COPIES 4F OEBTS C3F DECEDEMTIADMINISTRATIVE EXPENSE STATEMENTS NOT ATTACHED DUE TO VOLUMINOUS NATURE. SAID DOCUMENTS ARE ON FILE WITH THE EXECUTOR AND ARE AVAILABLE FOR REVIEW UPON REQUE57. TOTAL(Aiso enier on Li�i0,Recapitulatlan) S 1 594.71 If mOre apece ia neetled, insert atldftiOnal Sheeta of the SAme Size. REV-5513 EX+{�t-t0} pennsylvania SCHEDULE J �EPARTMENTOFREVENUE BENEFICIARIES INHERITANCE 7AX RETURN RESIDENT UECEDENT ESTATE QF: piLE N�f�ER; CLARA K BALDAUF 21 13 O6d3 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME ANp AODRESS OF PERSON(S)RECEIVING PROPERTY Do Not LbtTrutb�(s) OF ESTATE I TAXABIE DISTRtBUTIONS pnc�q�M ar�trar�s ur� Sec.91i6(e (12}.] . 1. MARY C. PATTON Lineal 62,198.00 972 LAKE MEROE DRIYE EAST BERIlN, PA 17316 i ENTER DOLIAR Ah#7UNTS FOR piSTRIBUTIONS SHOWN ABOVE ON LINES 15 THi24UGN 1$4F REV-15�6 COVER$HEET,AS APPROPWATE. II. NON-TAXABLE DISTRIBUTION$; A.SPUUSAL DISTRIBUTIONS UNDER SECTION 9113 FqR WHICH AN ELECTIQN TO TAX IS NOT TAKEN; i. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER T4TAL NON-TAXABLE DISTRIBUTI4NS ON LINE 13 OF REV-1500 COVER SHEET. S If more&pace is needed,use addftional sheeta of paper of the same a4ze. LAST WILL AND TESTAMENT I , CLARA KELLOGG BALDAUF, of 3815 Copper Kettle Road, Camp Hill, Cumberland County, Commonwealth of Pennsylvania, do hereby make my Last Will and ?'estament, and revoke all Wills by me at any time heretofore made. FIRST : I direct payment out of my estate of the ex- penses of my illness and funeral. SECOND: I give and bequeath to my daughter, MARY CLAIRE PATTON, all my jewelry, clothing apparel, and sterling si1- verware. The remainder of my estate, consisting of all my person- al property, both tangible and intangible, and all my real groper- ty, wherever situate, I give to my husband, DONALD H. BALDAUF, providing that he survive me by thirty (30) days from the date of my death. THIRD: In the event of the death of my husband, DONALD H. BALDAUF, before my own death or within a period of thir- ty (30) days after my death, I give �� entire estate, consisting of all my personal property, both tangible and intangible, and all my real property wherever situate, to my daughter, MARY CLAIRE PATTON, her heirs and assigns forever. � �.� � m o �*� ca � x� � G? o z = r�- � � ° a r7 m D z � Q' %r � z �= �c o c5 o � o -c -n -�t � o � � 'T� o � T= r+ z �v r- rn -1- n '� o � � � FOURTH: The interest of the beneficiaries hereunder shall not be subject to anticipation or assignment nor to volun- tary or involuntary alienation. FIFTA: In addition to the powers granted by law, my Executor shall have the following powers: (a) To sell any or all of my real estate for such price or prices and upon such terms and conditions as he or she may deem best for any purpose of administration or distribution. (b) To retain all stocks, bonds and investments owned by me and to invest and reinvest in other stocks, bonds and investments, without being confined to what are known as "legal investments" , and to sell and transfer the same, either in person or by attorney, without liability on the purchasers to see to the application of the purchase or consideration money. (c) To purchase securities at a premium, to amor- tize the premium out of income, or to charge the same partly to income, at such times and in such amounts, as he or she may deem best. (d) To exercise any option to subscribe for stocks, bonds or other investments. (e) To join in any plan of lease, mortgage, con- solidation, exchange, reorganization or foreclosure of any corpo- -2- ration in which the estate may hold stocks, bonds or other securi- ties. SIXTH: I appoint my husband, DONALD H. BALDAUF, as Executor of this my Will. Should my said husband predecease me, renounce this appointment or otherwise become incapable of so act- ing, then and in such event I appoint my daughter, MARY CLAIRE PATTON, as Executrix under this my Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this �� day of �z�/1t� one thousand, nine // hundred and eighty-tfo (1982) . � EAL) LARA KELLOC BALDAUF SIGNED, SEALED, PUBLISHBD and DECLARED by CLARA KELLOGG BALDAUF, the Testatrix above named, as and for her Last Will in the pres- ence of us, who, at her request, in her presence, and in the pres- ence of each other, have hereunto subscribed our names as witnes- ses thereto. a Gfi�s�� o f /7D3 ��.� � �i?� tness Reside L7� . ��Y�� 0 f /�'��J`�li��r�i-^�L�� °`i. i ss Residence y -3- COMMONWEALTH OF PENNSYLVANIA . � : SS COUNTY OF�\�..r� , i, CLARA RELLOGG BALDAUE, as Testatrix, whose name is signed to the attached or foregoing inst-rument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will ; that i signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. L (SEAL) CLARA KELLOG ALDADF SWORN TO AND SUBSCRIBED before me this o1��day of , 1982. FRA?VCES Y. GA8 �Y �� My Commqaion Ex ea c.28,1982 New Cumtedand,P�. bed�nd Co. COMMONWEALTH OF PENNSYLVANIA . � ; SS COUNTY OF C��,,.r�� . we, ° and , ,� the witnesses whose mes are signed to the attached or foregoin instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she 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 witnesses; 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. �� U ((�� WITNESSED this a b day of ��a,v�[� A.D. , 1982. \\1 ' (� (SEAL) !dG. �.lc .��.�.��EAL) SWORN TO AND SUBSCRIBED before me this 2.(v�` day O of �1�.� � 1982. fR0.NCE5 Y. GAII . ^��y��6llc My Commisston Expl s c.28,i982 New Cumoe;lan0,Pa, sdcnd Co� Wealth Management 4507 Noah Pmnc Scceer Suite 20L Harrisburg,PA V110 rel 717 255 6666 MOt'g8fl Statl�@)/ �= n�zss 66si toll free 800 G76 0673 June 25, 2013 Wix, Wenger & Weidner Attorneys at Law Attn: Denise Williamson 508 North Second Street P.O. Box 845 Harrisburg, PA 17108-0845 RE: Estate of Claza K. Baldauf Date of Death: May 30, 2013 SSN: 157-16-5221 Dear Melissa: Please be advised that Clara K. Baldauf held one brokerage account with Morgan Stanley (acct #410-015808-003) at the time of her death. Account#410-015808 is a jointly-owned brokerage account titled Donald H. Baldauf& Clara K. Baldauf TEN ENT with no change in ownership or registration within the past year. The account was opened on April 17, 2001. The following information represents the values for all securities held in acct#410-015808 at the time of her death (May 30, 2013): Share orice on Securitv Name/Svmboi No.of Shares OS/30/2013 BANK DEPOSIT PROGRAM(BDPS) 27.240 shs $1.00 �1' �� MS ACTNE ASSETS MONEY �1 S�,$ .'I(o TRUST(AAMT) 1,555.76 shs $1.00 DWS INTERNATIONAL CLASS C ��.�.'J (SUICX) 79.155 shs $45.53 3' INVESCO AMERICAN FRANCHISE a�, S'�7' �g CLASSC VAFCX 258331 shs $13.85 MFS MASSACHUSETTS INV TRC y' $�(?j, 13 (MITCX) 203.047 shs $24.00 �3,� Investments and services offered through Morgan Stanley Smith Barney LLC,and accounts carried by Morgan Stanley&Co. Incorporated; members SIPC. MnrRan S�anley Smith Barney LLC.Member SIPC. Please feel free to contact our affice at 717-255-6690 with any questions. Sincerely, _ /d��r��%�� /�� Emily L. Biden Reg'd ClienY Service Assoeiate The Beshore/Owen/Thomas Group 7his report has baen generated from information that Morgan Stenley Smith Bamey LLC and its Financial Advisnrs and Investment Representatives(cailedivaip"we"ar"us")believe to be retiable and accurate.We do not,howevor,represent or warrant the sccuracy or compieteness of the iMarmation wntatned in thia report.You,the ciienf,have provided us tfie data fran whiah this report has bean generated. The report has been calculaletl from soRware and iqrmulas that were not developed by us.As such, ell calculstions,estimates and opinio�s inciuded In ifiis report constitUte our best Judgment as of this date and upon the information you have pravided us and may be subjed to change. It Is your responeibiiity to do your own evefuation,and check catculations to determine the accuracy of the fnformation conkaioed in this raport. Nelther we nor aur affiliates will be responsible for the consequences of your reliance upon any opinion,calculation or other infprmation contained herein or far any omission. investments and seroices offered through Morgan Stanley Smlth Barney ilC,ar�d actounts carried by Morgan Stanley&Co. Incorporated; members SIPC. . _ � � % � � � � � U 1 � � � I � I 1 I � I � 1 � I � a� � � 4 Ll � � C I � I 1�1 m 1�'1 I ! d 7 C I P m � 1 O� O� ro y� 0 � �FFF{{{ p 1 b Yr1 0 I O O � � Q � r� � M y I rl 1�1 O � '1 .i '� 0 I � i .I O Y i i 0 A � � y � y � I O O O I � � � h1 I f��l ��(1 O y� � �� UF{ I YI m o �yJ [Y I V N N O N 0 N C � a� � �"a � lo 0 0 � UF{ I �m(1 m O p� � � � $ � .y o � M � a .mi N � .� � N F a N � m � r�° o � � � , � GQ� � � � �a i � � 9� � a F y �y � i j V � C 0 7 F{ � � � 15 d � i\(1 I1 N � m � � s Q m a G i o 0 0 � a � � � � � I m& � � � z w ; ° � �' � o � o � o � � � � � � � � ^ � b � � � � W I U N m � 9 � 4 � � '� � � � U � � � U � C � W 'h a W � ��`7d �Z� �l � v > m ; ° ��pc i R �.E] Cyi� � � � � . � � a�+ n W � . I � N if � � N W �i nN H Pi � � � � � �o ; � � � � � � � y � o i .�i m °o 'g � %�q5��i71 � � o w a �4ay O4 i I N N �1 �y .1 O � M C p� I R q � a � M a i � .� � � a �m �. W �'� p � m � � Z Cy I � m � � � H e� i H C 1� F[� "qJ' F I fm�l N r E �M �� ~ � � ~p� y U 1 N T YI � N W B p �y 0 MM ,C 8 U � i .i N m � F � �W U � A q R _ _ , �un. 25, 20`3 2: �'?PM PNC 3ank ��0. 79'� P. 1/2 � �� '��.'�ra�' June 25, 20l 3 Denise B Williamson Wix Wenger &Weidneer P.C. 508 N Second St P O Box 845 Hazrisburg, PA 17]08-0845 TtE: Clara K Baldauf SSN: 157-16-5221 DOD: OS-30-2013 Deaz Ms. Williamson_ Tn response to your request for Aate of Death(bOb)balances for the customer noted above, our records show the following: CLecking Account Account# 5140161765 Established: OS-O 1-1979 CLARA K BALDAiJF' MARY C PATTON b011 balance: $ 11,203.97*0.07 accrued iz�terest Interest paid OI-01-2013 thru OS-30-2013 $ 0.48 YTD Savings Account Account#5003565325 Established: 07-20-2005 CLAR.A IC BALDATJF MARX C PATTON DOD balance: S 101,404.15 + 11.50 accrued interest Inttrest paid OI-01-2013 thru OS-30-2013 $ 81.77 YTD Pleasa note that tlus office provides date of death balences for deposit accounu (IItAs,CDs,Checking and Savings)_ We do not process aay Snxneial transaetiona or provide statements. If you nad assis2ance with any of these items,please call 1-888-PNGBAAfIC(1-888-762-2265)or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank,N.A. MemberFDIC Page 1 of 2 . ,�un. 2�. 1�1'� 2;��°M PNC Bank 1'o, 79'4 '. 2/2 17tis message is intentled for the use of the inrlividua7 or entity tn which iY is addressed and may cantain lnformation that is privzdeg8c� confadentiat and exempt�'rom disaZosure uruler ap�r7scable law. If the reader of this message is not the intended recipienf or ihe employee or agenr responsible for delivering this message to the intended recipient, you are hereby nortf:ed that any dissemination, rCisrributiorz or copying of this aommunications is striotly prohibtzed. If you have rec�ived this communication in error,pdease notify me fmmediate7y by repiy or by tetephone czt&00-762-1775 and immediarely destroy thzs fcaed document. 1'age 2 of Z