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HomeMy WebLinkAbout09-04-13 151156111140 REV-1500 PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Texas INHERITANCE TAX RETURN County code Year FileNumoa PO Box 280601 2 1 1 3 0 4 7 8 Harrisbom,PA 17128-MOl RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMODYYYY Date of Birth MMDDYYYY 0 4 0 6 2 0 1 3 0 4 1 3 1 9 1 6 Decedents Last Name Suffix Decedent's First Name MI K E R R H E L E N M (N Applicable)Enter Surviving Spouse's Information Below Spouse%Last Name Sufic Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1.Odginal Retum O 2.Supplemental Retum 3.Remainder Return(date of death prior to 12-13.92) Q 4.Limited Estate 4a.Future Interest Compromise(date of C] 5.Federal Estate Tax Retum Required death after 12-12-92) ® 6.Decedent Died Testate 7.Decedent Maintained a Living Trust _ a.ToWf Number of Safe Deposit Boxes (Altech Copy of Will) (Attach Copy of Trust) O 9.L9lgetion Proceeds Received ❑ 10.Spousal Poverty Credd(date of death 0 11.Election to tax under Sec.9113(A) between 1231411 and 1-1-95) (ARedn Sell.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE ANDCONRDERML TAX INFORATION SHOULDJE DIRECTED TO: Name Daytime Tdleplgne Numbg„ m S U S A N J H A R T M A N 7 1 4 9 ; 7 REOISTENI 017 raNLL.S USE ONLY A 11, rn First fine of address C� c CJ C c 3 n -n O N E I R V I N E R O W Q Second line of address D ~ r\.) to 0 U1 ,r City at Pest Office State ZIP Code __ DATE FILM C A R L I S L E P A 1 7 0 1 3 Correspondant's e-mail addresa: susanaalduncanhartmanlaw•com Under penentes of petiury.I declare and 1 have examined this raWm,6 challae eccornpenling schedules and$11011 rrems,aM 10 rite beg of my knowledge andbeaet. It B We,oonedl and comptete.Dedsmlion of paperer than the perwnat representative is based on all information of which preparer has any knoWMge. stONATy�EP�R�oN sPpyst9yE FOR pi r�altE�ugN' ADDRESS J�-1 Lh IC LI -Y L/I[ 410 BURNT HOUSE ROAD CARLISLE PA 17015 SIGNATUR�` PPRREPAREROT+fR�ATNE DATE /� �a�n� as .2or3 ADDRESS' 419 BAER AVENUE HANOVER PA 17331 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610140 1505610140 J �1 ti J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's dame: HELEN M - K E R R RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2. Stocks and Bonds(Schedule B) . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 0 • 0 0 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. 3 5 7 2 0 8 2 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 1 2 4 8 • 7 5 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested . . . . . . . 7. 1 0 7 7 7 7 , 9 5 8. Total Gross Assets(total Lines 1 through 7) 8. 1 4 4 7 4 7 . 5 2 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 1 3 7 1 6 . 8 8 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . . . . . . 10. 2 1 5 6 • 7 9 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 1 5 8 7 3 . 6 7 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1 2 8 8 7 3 . 8 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 1 2 8 8 7 3 • 8 5 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.0 _ 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate x .045 1 2 8 8 7 3 . 8 5 16. 5 7 9 9 . 3 2 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. 517 9 9 • 3 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505610240 REV-1560 EX Page 3 File Number Decedent's Complete Address: 21 13 0478 DECEDENT'S NAME HELEN M• KERR STREETADDRESS -- 1 LONGSDORF WAY CITY — STATE ZIP - CARLISLE PA 17105 Tax Payments and Credits: 1. Tax Due(Page 2.Line 19) (1) 5,799.32 2. CreditstPayments A.Prior Payments 51553- 40 B.Discount 289 - 97 Total Credits(A+Bj (2) 5,843.37 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 44 -05 5. if Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0 .00 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; ...................................................................... ❑ 21 b. retain the right to designate who shall use the property transferred or its income; ......................... 171 c. retain a reversionary interest;or ................................................................................................ ❑ nX d. receive the promise for life of either payments,benefits or care? ....._................................................ ❑ 0 2. If death occurred after December 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? ......... © ❑ 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 A)(i)]. For dates of death on or after Jan. 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(1.2)[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents 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-1508 EX+(6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER HELEN M. KERR 21 13 0478 Indude the proceeds al litigation and the date Ne proceeds wen:received by the estate. All property jointty-0wned with fight of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T BANK CHECKING ACCOUNT #14642565 35,692 . 90 [SEE DOD LETTER ATTACHED] 2 - HEALTH MANAGEMENT ASSOCIATES REFUND 27.92 TOTAL(Also enter on line 5,ReCapitulation) E 35,720 -82 (If more space is needed,Insert additional sheets of the same size) REV-1509,EX.(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: HELEN M . KERR 21 13 0478 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. ANNE KERR 419 BAER AVENUE DAUGHTER HANOVER, PA 17331 B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % DATE OF DEATH ITEM FORJOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 10/09 PNC CHECKING ACCT . #5005469353 2,497 . 50 50 . 11248 . 75 [SEE DOD LETTER ATTACHED] TOTAL(Also enter on Line 6,Recapitulation) $ 1,248 -75 If more space is needed,use additional sheets of paper of the same sae. REV-1510 FCC+(06-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN M . KERR 21 13 0478 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. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APR& I_E) VALUE 1. AMERITRADE ACCOUNT # 901079420 107,777 . 95 100 .00 07,777.95 BENEFICIARY: DOROTHY K. GUTSHALL , DAUGHTER TOTAL (Also enter on Line 7,Recapitulation $ 107,777 - 95 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX-(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN M . KERR 21 13 0478 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. EWING BROTHERS FUNERAL HOME 81934 . 38 2 - SHULL KOONTZ MEMORIALS — MARKER 1,134 .00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: p, AttomeyFees: DUNCAN & HARTMAN, PC 31000 .00 3. Family Exemption:(If decedents address is not the same as claimants,attach explanation) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 348 .50 6 Accountant Fees: 6. Tax Return Preparer Fees: 7. HELD IN RESERVE 300 . 00 TOTAL(Also enter on Line 9,Recapitulation) $ 13,716 - 8 8 If more space is needed,use additional sheets of paper of the same size. .REV-1512'EX+(12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, 8r LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN M . KERR 21 13 0478 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MOBILEX (XRAYS) 676 . 00 2 • OMNICARE KING OF PRUSSIA 100 .79 3. DIAKON LUTHERAN CARE MINISTRIES 11380 . 00 TOTAL(Also enter on Line 10,Recapitulation) $ 2,156 • 79 If more space is needed,insert additional sheets of the same size. REV-1513 E%+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: HELEN M . KERR 21 13 0478 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ( TAXABLE DISTRIBUTIONS [Include outrighlspousal distributions and transfers under 1. DOROTHY K . GUTSHALL Lineal 410 BURNT HOUSE ROAD 50% CARLISLE, PA 17015 2 . ANNE M • KERR Lineal 419 BAER AVENUE 50% HANOVER, PA 17331 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. 11. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. r �Cagt Vill anb xegament of HELEN M. KERR I, HELEN M. KERR, of 29 Garland Court II, South Middleton Township, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot located in Corpus Christi Cemetery, Chambersburg, Pa. , beside by beloved husband. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my my daughters, Anne M. Kerr and Dorothy K. Gutshall, in equal shares per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my children, Donald W. Kerr, John T. Kerr, Alan J. Kerr, Anne M. Kerr and Dorothy K. Gutshall, in equal shares per stirpes, subject however to any obligation due and owing to Dorothy and Darren Gutsahll, which obligation must be paid over to them in full prior to the bequest being fulfilled. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my daughters, Anne M. Kerr and Dorothy K. Gutshall, in equal shares per stirpes. SEVENTH. I direct that any and 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. EIGHTH. I hereby nominate, constitute and appoint my daughters, Anne M. Kerr and Dorothy K. Gutshall , as Executrixs of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this y Last Will and Testament, consisting of two typewritten pages this day of /0����,�k�� , 1989. HELEN M. KERR Signed, sealed, published and declared by the above named Testatrix HELEN M. KERR as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. r 4" COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND I, HELEN M. KERR, Testatrix whose name is signed to the attached or foregoing instrument, 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 expressse1d.// HELEN M. KERR / Sworn or affirmed to and acknowledged before me, by HELEN M. KERR thislaat`day of �dt. b� , 1989. Notarial Seal Wendy May Young,Npt P Carlisle Borough,Cumbadand ublic j ) � �, �, My Commiasron l=xAafes q County ug.3, 2992 Notary loubli6 0 (6EAL) COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND tt We, h 1kA - A r �w� and r ttlhf t,� :the witnesses whose names are signed to oe attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw HELEN M. KERR sign and execute the instrument as her Last Will, that HELEN M. KERR signed willingly and that HELEN M. KERR executed 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 eighteen (18) or more years of age, of sound mind and under no constraint 0 influence. G Sworn or affirmed to and (T subscribed before me by and witnesses, this lgji day of -Dtc ; �.b .Y 1989. t Notary Pu is SEA We, Notariat$o� (SEMI) Carl I ay Pouf; Not arYPublic hfy CommissionnF umberland County taros Aug,3, 19V2 May. 1. »812]§N a#2# 12§9 #¥ 222255 No- 5375 rl @ & amaam � m �� ■ m ` m ) ■ ) , J ( { & 2 \ / . , mq k ~ kCO g § \ ) \ ) k ff A \ § E e ` ■ r 2k ° ! 2 2 / � k .. ƒ� ! ( } k 5 �> \ \ ) \ � < \ k0 ; a / k kLu | ^\ , U) ? ! < 2 ! 2 \ ( < ) / , co / § \ ) | U. { { 2 U. < . « /LL w 4q $ m 1 k c N § j � | ) @k S § | Q 7 \ \ } 2 \ § k ) t co to LO \ ; ° \ 0 ( q9 $ E ) § = ( ) , # M \ (L _ $ , > � ! \ \ ; ) / ( § / § \ m t E ° ( E / ' ) ) k ® gg ) � ) ) ) ) \ | � � k #� @ CL 5 c ■ f u ) ) � _ $ 2 � � 2 ke cm 0) f � ) Z £ k � LL k { 77 � o kRp o © ; § w ® ® | « 4c m ow C) a a § « � v ; nk@ ; l. AM E RITRAD E NON PROBATE TRANSFERS ON DEATH CT.O.D.) Institutional ACCOUNT REGISTRATION REQUEST FORM AND AGREEMENT Account#9019,79420 _— Advisor# ,2 9 Q • • • AccountTme: HELEN KERR Thts Request Form and Agreement describes the various terms and conditions governing the T.O.D.features of my account carried by TDAMERITRADE,Inc.('TD AMERITRADE").1 understand that the beneficiary designations contained herein will take precedence over any estate plans I may have established by will or trust and I agree to seek as appropriWte the advice of my tax and estate planning professionals. Porjoht tenancy accounts,all references to the singular shall be construed as referring to all Joint tenants.This Agreement shall not apply to tenancy in common accounts,nor to a Joint tenancy amount which I hold with a person who is no longer a spouse because of a dissolution of marriage. Q PRIMARY BENEFICIARY OR BENEFICIARIES in the event of my death,or,If a joint account,upon the death of the Last survriing amount owner,ail assets in this amount will be tmnsfened amoording to the terms and conditions of this Agreement to the benefidary(ies)designated below who survive the last surviving account owner. Unless specific percentages are Indicated below,the account assets will be divided equally among the named beneficlaries. Namc: Social Secufly N=W.. Date of Birth: DOROTHY K GUT HALL 88-54-4015 08/0211958 410 BURNT HOUSE ROAD DAUGHTER 100 Name: Social Security Number: Dateofeldh: Address: Relationship: Percentage: Name: Social SeaMty Number. Date ofaidh: Address: Restammhp: Pementsao: I understand that if the percentages above do not total 100%,the remaining share will be distributed to my estate.If any of the beneficiaries named above are minors,I understand that a Custodian must be designated for that beneficiary under the uniform Transfer to Minors Law as appropriate.it,within a reasonable period following my death,no custodian has been designated to accept the distribution of a minor beneficiary, such distribution may be made to my estate and TO AMERITRADE's obligation under this Agreement with respect to such minor beneficiary shall be discharged. CONTINGENT DESIGNATION Unless different percentages are indicated below,the assets in my account will be divided equally among the contingent beneficiaries named below.If any primary beneficiary listed above is not living upon my death,or,if a joint acount,upon the death of the last surviving amount holder,that beneficiary's share(please check one): ❑Will pass pro-rata to the remaining primary beneficiary(les) O Wilt pass to my estate and go through probate IXWII pass pro-rata to the following contingent beneficiary(ies): Neal ' � . � Social Segefly Number: Damofaidh: DA REN B GUTSHALL 177-42-2979 1210811958 Address: Retationshfp: Percentage: 10 BURNT HOUSE ROAD CARLISLE PA 17015 SON-IN-LAW 100 Name: Social Security Number. Date of aldh: Address Reiathnsh?p: peme rtirt2go: Name: Social Security Number. Dateof Didh: Address Rdamumil q: Percentage: Should all designated and primary beneflclary(les)disclaim the assets,predecease the account owner or not survive the last surviving account owner,the assets will be distributed to the estate of the last surviving account owner, IIiIOIIIIII1111111111111iiIIIIiIIIIIIIiIIIIIIINI Page t oft TDAI 9738 REV.030 pM&T Bank 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-5024349 F as (302)934-2955 May 9,2013 Duncan & Hartman, P.C. Attorneys at Law One Irvine Row Carlisle, PA 17013 Re: Estate of Helen M. Kerr Social Security: 167-03-5362 Date of Death: April 06, 2013 Dear Sir or Madam: Per your inquiry on May 1, 2013,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 14642565 Ownership(Names ql) Helen M Kerr Darren B. Gutshall(POA) Dorothy K.Gutshall(POA) Opening Date 0910111971 Balance on Date of Death $35,692.77 Accrued Interest $ .13 Total $35,692.90 For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds, please call the Stouffer Avenue at 717-267-3171. We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not include any accounts in which the deceased may have been listed as Power of Attorney,Custodian of Uniform Transfers, Represenmtive Payee,or Trustee under a Written Agreement Sincerely, Valarie Mercer Adjustment Services May. 14, 2013 6:57AM PNC Bank No. 4641 P. 1 QP" NC May I3,2013 Susan I Hartman F-sq, Duncan &Hartman P.C. 1 L*vine Roue Carlisle, PA 17013 RE: Helen M Kerr SSN: 167-03.5362 DOD: 04-06-2013 Dear Ms. Hartman: In response to your request for Date of Death(DOD' balances for the.customer noted above,our records show the following: Checking Account Account# 5005469353 Established: 10-26-2009 HELEN M KERR ANNE KERR DOD balance: S 2,49750 non interest bearing Please note that this office provides date of death balances for deposit accounts(MAs,CDs,Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank,N.A. Member FDIC This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable lmv, If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination: distribution or copying of this communications is strictly prohibited If you have received this communication in error, please notify me immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed document, Page 1 of 1