HomeMy WebLinkAbout01-17-14 1505610140
REV-1 500 EX (02-11)(Ft)
CI'Fif;AL U5c ONLY
Bu h Code Year File Number Department of Revenue County Bureau of Individual Taxes
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 3 0 5 8 5
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
0 5 0 2 2 0 1 3 1 0 0 4 1 9 3 0
Decedent's Last Name Suffix Decedent's First Name MI
P H I L L I P P E S U Z A N N E E
(If Applicable)Enter Surviving Spouse's Information Below .
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Q
1.Original Return 2.Supplemental Return 3, Remainder Return(Date of Death
Prior to 12-13-82)
4.Limited Estate 4a.Future Interest Compromise(date of El 5.Federal Estate Tax Return Required
death after 12-12.82)
Q 6.Decedent Died Testate 7.Decedent Maintained a Living Trust 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
9.Litigation Proceeds Received 10.Spousal Poverty Credit(Date of Death Q 11.Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1.95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
I V 0 V - 0 T T 0 I I I 7 1 7 2 4 3;_j3 3 44 1
�r
REM15Rt OF WILICS USE
Lro n — O
rn z n ZE:: Cn a�
First Line of Address t I." � En
1 0 E A S T H I G H S T R E E T { c� o
Second Line of Address U -
e:� o
.. �a CD r' rr1
City or Post Office State ZIP Code ~ DATE F4 r O
QT T
C A R L I S L E P A 1 7 0 1 3
Correspondent's e-mail address: IOTTO@@MARTSONLAW.COM
Under penalties of perjury,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.
SIG TUR�l2FP RESPONSIBLE FOR FILING RETURN DATE �y
\\1I 1-17—/7
ADDRESS
10 EAST HIGH STREET CARLISLE PA 1013
SIGN TUR 4E P R OTHER THAN REPRESENTATIVE DATE
J
1-17-141
ADDRESS
10 EAST HIGH STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140
J 1505610240
REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name: SUZANNE E . PHILLIPPE
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 1. 0 • 0 0
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. 2 9 4 2 4 , 8 5
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 0 . 0 0
7. Inter-Vivos Transfers&Miscellaneous N -Probate Property
(Schedule G) �]X Separate Billing Requested . . . . . . . 7. 1 9 8 8 9 , 0 4
8. Total Gross Assets(total Lines 1 through 7) 8. 4 9 3 1 3 , 8 9
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 1 6 0 2 5 . 6 6
10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . . . . . .. . . . . . . 10. 5 6 3 4 . 8 1
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 11. 2 1 6 6 0 . 4 7
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . .. . . . . 12. 2 7 6 5 3 . 4 2
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. 2 7 6 5 3 . 4 2
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 0 . 0 0 16. 0 , 0 0
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 2 7 6 5 3 . 4 2 18. 4 1 4 8 . 0 1
19. TAX DUE .. . .. . . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . . .. . . . .. . . . .. . . . . . 19. 4 1 4 8 . 0 1
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
1505610240 1505610240
REV-1500 Ex(FI) Page 3 File Number
Decedent's Complete Address: 21 13 0585
DECEDENT'S NAME
SUZANNE E.PHILLIPPE
-- -- --- - -- — -- - - - --- --
STREET ADDRESS
351 GRAHAM STREET
CITY I aTATE ZIP
CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 41,14&01
2. CreditslPaymenfs
A.Prior Payments
B.Discount
Total Credits(A+B) (2) 0.00
1 Interest
4, If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. (3)
Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 Is greater than Line 2,enter the difference.This is the TAX DUE. (5) 4,148.01
Make check payable t0: 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 properly transferred ...................................................................... ❑
b. retain the right to designate who shall use the property transferred or its income .......................... ❑ ❑X
c. retain a reversionary interest ..............................................................................._.................... ❑ M
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ Q
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?.................................................................................................. rX_1 ❑
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 f72 P.S.§9116(a)(1.1)(1)),
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(T2 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)(13)].A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by bloat or adoption.
REV-1508 EX-(08-12)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
SUZANNE E.PHILLIPPE 21 13 0585
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1. Northwest Federal Credit Union, IRA paymnet received but not depoisted prior to date of death 112.48
2. Northwest Federal Credit Union, savings 1620001 293.28
($292.92+$36 interest)
See attatched
3. Northwest Federal Credit Union,credit balance,card number 1762 447.39
See attached
4. Sovereign Bank checking 2891039645 1,287.82
($1,287.81 +$.02)
See attached
5. Suntrust Bank checking 822168235 5,921.70
($5,921.68+$.02
See attached
6. Cash found in home 82.50
7. 2009 Toyota Camray,actual sale price 10,000.00
8. Kenny's Auction,sale proceeds,household goods and personal property 11,164.72
9. Century Link,refund 77.68
10. Kenny's Auction,sale proceeds 3.25
11. FEGLI,Life Insurance death benefit payable to estate,$6,517.99 0.00
12. OPM,final benefit 34.03
TOTAL(Also enter on Line 5,Recapitulation) $ 29 424.85
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+(08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER•VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SUZANNE E.PHILLIPPE 21 " 0585
This schedule must be completed and fled if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % DECO'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAFRICA&EI VALUE
1. Northwest IRA,beneficiaries not known 19,889.04 100.00 19,889.04
See attached
TOTAL (Also enter on Line 7,Recapitutalion) $ 19 889.04
If more space is needed,use additional sheets of paper of the same size.
REV-'1611 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
RESIDENT ED RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SUZANNE E.PHILLIPPE 21 13 0585
Decedents debts must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION
AMOUNT
A. FUNERALEXPENSES:
1. Auer Cremation,balance due 72,00
B. ADMINISTRATIVE COSTS:
t. Personal Representative Commissions:
Names)of Personal Representafive(s)
Street Address
City State ZIP
Years)Commission Paid:
Z Attorney Fees: MARTSON LAW OFFICES 15,000.00
3. Family Exemption:(If decedents address is not the same as claimants,attach explanation.)
Claimant
Street Address
CRY State ZIP
Relationship of Claimant to Decedent
4 Probate Fees: Cumberland County Register of Wills 413.50
5 Accountant Fees:
B. Tax Return Preparer Fees:
7. Sovereign Bank,date of death balance,bank&loan accounts 40.00
8. Cumberland Law Journal,advertising Letters Testamentary 75,00
9. PA Department of Transportation,duplicate title fee 22.50
10. Parking tickets,Camray pending disposition 30.00
11, The Sentinel,advertising Letters Testamentary 200.16
11 Bureau of Vital Statistics,death certificates 55.00
13. Ibis Appraisal Services,jewelry appraisal fee 75.00
14. UPS service 7.50
15. Township of Cranford,NJ,death certificates Patricia Ross 20.00
16. Short Certificates 15.00
TOTAL(Also enter on Line 9,Recapitulation) $ 16 025.66
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES &LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SUZANNE E.PHILLIPPE 21 13 0585
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. Manor Care,account payable 750.00
2. Sovereign/Santander checking,overdraft payments 449,74
3. Sovereign/Santander 4539742175,balance due 50.00
4. SunTrust Bank,overdraft fee 94.00
5. Dish Network,account payable 162.14
6. US'Treasury,2011 Personal Income Tax returns 1,154.00
7 US Treasury,2012 Personal Income Tax returns 1,269.00
8. US Treasury,2011 Personal Income Tax returns,balance due 86L81
9. Geico,balance due 28.76
10. Discover Card,agreed upon settlement 475.38
I]. Peril Diagnostics,Inc.,account payable 294.00
12. Quality Care Ambulance, account payable 45.98
TOTAL(Also enter on Line 10,Recapitulation) $ 5,634.81
If more space Is needed,insert additional sheets of the same size.
AEV-1593 EX�{ai-tOj
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
SUZANNE E.PHILLIPPE 21 13 0585
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include Outright a ousa t distributions and transfers under
Sec.9116(a�(12).1
1. Murray Ross Collateral 6,913.36
425 Dogwood Court
Carlisle, PA 17013
2. Annalee Smyth Atabay Collateral 20,740.06
P.O.Box 45
Bethany Beach,DE 19930
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1$OF REV-1500 COVER SHEET,AS APPROPRIATE,
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
I.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
1.
TOTAL OF PART II-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.
LMMII," KtIAINtD UY:
FIFIEhlCNi MA14915Phillipp614915.I.W112012 R:A:'TCONK DEARDOR"WMLIAMS
0 A 0 GIIROY&FALLER
MARTSON LAW OFFICES
10 EAST HIGH STREET
EGG>;Lr_i, ;;�'1 ��- CARLISLE, PA 17013
REGIS'S;: Ui (717) x433341
1613 (`iflr ? i j : 7 LAST WILL AND TESTAMENT
CLERK C .
oer ;arqSo, C.;1.:;iSUZANNE E. PHILLIPPE, of Carlisle Borough, Cumberland County,
CUMBERU tc9
Pennsylvania, being of sound and disposing mind and memory,do hereby make,publish and
declare this to be my Last Will and Testament, hereby revoking any and all former Wills or
Codicils made by me.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses
and all death taxes(whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and
as part of the administration of my estate. My Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid,even though on proceeds of insurance or other
property not passing under this Will.
2.
I make the following specific bequests:
a. I give my cherry drop leaf table to ANNALEE SMYTH ATABAY; and
b. I direct that each of MURRAY HENRY ROSS, GAYLE ROBSON and
ANNALEE SMYTH ATABAY shall be at liberty to select such items of tangible personal
property as I own at the time of my death for their use or disposition.
3.
I give, devise and bequeath all the rest, residue and remainder of my estate, both real
and personal property in the following manner:
a. Twenty-five percent ( 25%) thereof unto MURRAY HENRY ROSS; and
b. Seventy-five percent 75% thereof unto ANNALEE SMYTH ATABAY.
C. In the event either of the said MURRAY HENRY ROSS or ANNALEE
SMYTH ATABAY shall predecease or fail to survive me by thirty (36) days, then the
[Initials]
Page I of Pages
survivor of them shall be entitled to the entirety of the residue of my Estate.
d. In the event that both MURRAY HENRY ROSS and ANNALEE SMYTH
ATABAY shall predecease or fail to survive me by thirty (30) days, then I direct that the
residue of my Estate be divided equally and be distributed in equal shares to the HELEN O.
KRAUSE ANIMAL FOUNDATION,INC.,located in Mechanicsburg,Pennsylvania,and the
SUSQUEHANNA SERVICE DOGS, located in Harrisburg, Pennsylvania.
4.
I nominate, constitute and appoint MARTSON LAW OFFICES, of Carlisle,
Pennsylvania, or its successor, as Executor of my estate and further direct that the basis for
compensation shall be the hourly rate(s) of such firm in effect as such services are rendered.
5.
I direct that all fiduciaries acting under this Will, whether or not named herein, shall
not be required to give bond for the faithful performance of their duties in any jurisdiction.
6.
I authorize and empower my Executor, in their and absolute discretion,to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal
property of any nature;to sell,lease,pledge,mortgage,transfer,exchange,dispose of or grant
options in regard to any or all property of any kind forming a part of my estate for such terms
and such prices as they may deem advisable; to borrow money for any purposes connected
with the protection and preservation of my estate; to mortgage or pledge any real or personal
property forming a part of my estate or to join in or secure the partition of same; to
compromise any claims or demands of my estate against others or of others against my estate;
to make distribution in kind and to cause any share to be composed of cash, property or
undivided fractional shares in property different in kind from any other share; to employ
agents, attorneys and proxies and to delegate to them such power as my Executor considers
desirable and to pay reasonable compensation for such services as may be rendered by such
agents, attorneys and proxies; and to execute and deliver such instruments as may be
tInllsl
Page 2 of 4 Pages
necessary to carry out any of these powers. In addition, I direct that my Executor shall have
the power to conduct an inventory of any safe deposit box necessary to the administration of
my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this j day
of. C e 1 cb.er 2012.
41 4�we�� • (SEAL)
Suza& E. Phillippe
SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,
as and for her Last Will and Testament, in the presence of us, who at her request, have
hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and
of each other. %
Page 3 of 4 Pages
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
We, Suzanne E. Phillippe, No V. Otto III and �C�Ot'�C. L, 0AA a the
Testatrix and the witnesses,respectively,whose names are signed to the 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 that the Testatrix has signed willingly,
and that the Testatrix 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 a witness and that to the best of 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.
S zan1 a E. Phillippe, Testatrix
Witne
Witness
Subscribed, sworn to and acknowledged before me by Suzanne E. Phillippe, the
Testatrix, and subscribed and sworn to before me by No V. Otto III and
\LCNb(Vs L. CAA-0 the witnesses,this 5 -l1 dayof_ 6C�D\q.er ,2012.
COMMONWEALTH OF PENNSYLVANIA Notary Public
Notarial Seal
Melissa A.Scholly,Notary Public
South Middleton Twp.,Cumberiand county
My Cornmisslon Expires lan.19,2014
Member.Penns*ania Assoclabon of Notaries
Page 4 of 4 Pages
W E S T
FEDERAL C DIT UNION
June 20,2013
Martson Law Offices
Attn: No V. Otto III
10 East High Street
Carlisle, PA 17013
Re: Estate of Suzanne E. Phillippe
SSN: 146-24-7616
Date of Death: 5/2/2013
Dear Mr. Otto III,
On June 13,2013, you had requested information regarding the account of Suzanne E. Phillippe. Please
review the following information you had requested in prior letter.
Account TVVe Balance Ind./Joint Acct Opened YTD Interest
1620001 Savings $292.92 Individual 1/1/70 $ 0.36
V1000321762 Credit Card $0.00 Individual 8/1/08 $ 0.00
Certificate IRA $19,889.04 Beneficiary 3/19/85 $75.81
The credit card V 1000321762 had a credit of$447.39 and these funds were deposited to savings account
on June 20, 2013. The new savings account balance is$740.36 as of June 20, 2013 and are subject to
Estate of Suzanne Phillippe. The IRA funds will be disbursed to listed beneficiaries.
Should there be any questions, please contact me at 703-709-8900 extension 4426 or fax number 703-
925-5 125 between the hours of 7:30 am to 4:00 pm eastern standard time.
Sincerely,
(: ->�-
Jack Persinger
Estate Account Representative
ipersin er0,nwfcu.org
200 SPRING STREET I HERNDON, VA 20170 / 7003-709-89000 1-800-336.3384 ww/w.nwfcu.org
/' /
Sovereign Bank
ESTATE OF Suzanne E Phillippe
SOCIAL SECURITY #: 146-24-7616
DATE OF DEATH: May 2, 2013
Account#: 2891039645 Type: Checking Open date: 7/16/1998
In the name of: Suzanne E Phillippe
Date of Death Balance: $1,287.81
Int.(YTD) from 1/1/2013 to 4/12/2013 $0.05
Accrued interest to date of death: $0.01
Otherinfo:
Account#: 4539281178 Type: Line of Credit Open date: 9/18/2009
In the name of: Suzanne E Phillippe
Balance Due at Death: $139,793.98
Int.(YTD) from to
Accrued interest to date of death:
Other Info: more info to follow from our consumer finance department
Account #: 4539742175 Type: Line Of Credit Open date: 11/23/2010
In the name of. Suzanne E Phillippe
Balance Due at Death: $0.00
Page 1 of 1
SunTrust Banks
Mail Code GA-ATL-5134
Post Office Box 4418
Atlanta GA 30302-4418
'A'40/
SUNTRUSY Verification of Deposit
MARTSON LAW OFFICE Applicant
10 EAST HIGH STREET ESTATE OF SUZANNE E
CARLISLE PA 17013 PHILLIPPE
Date of Death balance on the deceased as of May 2,2013.
Checking account 822168235 contained $5,921.68
Accrued interest: $0.02
Titled as: Suzanne E Phillippe (Sole)
Account Opened 08/03/94
No other accounts or safe boxes located as of date of death.
Signature of Depository Official Title Date
Operations Manager 07/01/2013
Oludare Olanihun
Please direct inquires: SUnf RUST Credit Verification Department
GA-ATLANTA-5134/Post Office Box 4418
Atlanta,GA 30302-4418
Request Number
Contact Number: 1-800-786-8787
This letter is confidential and written without prejudice as a matter of business courtesy with the understanding that itsi=and contents will not be
divulged and that no responsibility is to attach to this Bank or any of idricers or agents for information herein. It contains information solely as to
transactions or experience between the designated customer and this Bank.
oQ ��