HomeMy WebLinkAbout02-21-14 (3) J 1505610140
REV-1500 E (01.10)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of lnclMdual Taxes 00"Code Year M Number
PO BOX 280601 INHERITANCE TAX RETURN nn 2
Hanlabum.PA 17126-0601 RESIDENT DECEDENT r,L J I '1/�
Q
ENTER DECEDENT INFORMATION BELOW I .
Sofia)Security Number Date of Death MMMYYYY Date of Birth W DDYYYY
1 1 2 3 2 0 1 3 0 1 0 6 1 9 3 1
Decedent's Lest Name Suffix Decedents First Name MI
B R E A M B E T T Y M
Of Applicable)Enter SUNMng 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
®
1.Original Return ❑ 2.Supplemental Return 3.Remainder Return(date of death
prior to 12-13-82)
n 4.Limited Estate 4a.Future Interest Compromise(date of 5.Federal Estate Tax Return Required
death after 12-12.82)
® S.Decedent Died Testate O 7.Decedent Malmalned a LMng Trust S.Total Number of Safe Deposit Boxes
(Atach Copy of 1MIp (Abach Copy of Trust)
C] Q.LtWlon Proceeds Received C] 10.Spousal Poverty Credit(date of death 11.Election to tax under Sec.8113(A)"
between 12-31-91 and 1.1-e5) (Attach Bob.O)
CORRESPONDENT-71113 SECTION MUST 1E COWUTED.ALL CORRESPONDENCE AND CONFIDENTIALTAX MFORMAT)ON SHOULD BE DIRECTfDT01
Name Daytime Telephone Number
K AT H Y. J 0Y P R . 06 AR 717 802 0725
REOISTEROF WILLS USE ONLY v
C7 '_
r-n
First Him,of address i ,i f,7 O
t7J ',
Second ens of address
J Q
4 6 9 H E I S E Y R O A D �C 1
City or Poet Office State LP Code DATE Fit IQ"k) _C7i
M E C H A N I C S 8 U R G P A 1 7 0 5 5 ��p
Connespondmd'semalladdress: KPCHEFnPA.NET
Under pensitke of"ry,I declare that I have examined this realm,inclading e000mpar ft schedules and statements,end to the best of my knowledge and ballet.
It Is true.conect and complete.Declaration of p opener other than ft personal rep2aerdalMe Is based on ea Informetlonatwhich Ixeparer has any knowledge.
SIGN TUBE�OF PERSON R ONSIBLE FOR FILING RETURN PATE
ADDRESS 4 V / ' U 01 1 I7
469 HEISEY ROAD MECHANICSBURG PA 17055
6 TURE OF RREPARrTHE2 THAN REPRESENTATIVE -
1Y 1riy
ADORES$ U V
469 HrISP ROAD MECHANICSBURG PA 17055
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610140 1505610140 J
J 1505610240
REV-15M EX
DeaedeMe Social Seaurhy Number
Daoeeene.rfan« BETTY M. BREAM
RECAPITULATION
1. Rest Estate(Schedule A) ........................................... 1.
' 2 Stodm and Bonds(Schedule B) ...................................... 2 7 3 3 3. 4 4
3. Closely Held Corpondion,Partnership or SoleFmprleloMip(Schedule C) ..... 3.
4. Mortgages and Notes Receivable(Sche"D) .......................... 4. _ _
8402-4.-2-
4.20
& Cash,Bank Deposits and Mlacailaneous Personal Property(Schedule E)....... S.
S. Jointly Owned Property(Sd*due F) ❑ Separate 801ing Requested....... &
7, inter Was Transfers&Miscaltaneaus Wrobam Prop"
(Schedule 0) u separate Wing Requested....... 7. _ 3 5 2 0_0. _0 -17 -
S. Tam Oros Assets(total Lines 1 through 7)............................ & 126557. 71
9. Funeral Ewensas and Administrative Cake(Schaduta H) .................. 0 2 0 5 8 3. 2 1
10. Debts of Decedent,Mortgage LWbWtts,and IJans(SCrodhde 0 ............. 10.
11. Tom Deductions(row Lines 9 and to) ....':a......................... 11. 2 0 5 8 3.1. 2. 1
12. Not Value of Estate Pre 8 minus Line 11) ............................ 12. 10S974 . 50
18. Chartable and Govemm efftl Bequesh/Sec Of 13 Trusts for which
an elaotlon to fax has not been made(Schedule J) ...................... 13. 5 0 0 . 0 0
14. Not Vacua Subject to Tax(Line 12 mina Una 13) ,,• 14• 105474. 50
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Una 14 tombb
at the spousal tax rate,or
transfers under Sea 9118
(a)(1z)x.0_ - n n n 15 0. 0 0
1& ao�rsorroXe04bwhabl° 105474. 50 1& 4746 . 35
17. Amount of Line 14 taxable
atabWgrate X.12 0 . 0 0 17. G. 0 0
1& Amount of Una 14 taxable
ate0lwteralrewX.15 0 . 0 0 1& 0 . 0 0
19. TAX DUE ......................................................19. 4746 . 35
.........................
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505610240 1505610240 J
REV-15M EX Pope FWNUmbx
Decedents Complete Address: 0 0
BETTY M.BREAM ;
STFWADDRESS
art STATE ZIP
Tax Payments and CretUte: 4746 .35
t• Tax Due(Pegs 2,Lire 19)
2 CneddsfPaymeris
A Prior Payments _
B 237:32 237 . 32
7otafGedih(A+B) (�
a merest
4. If We 2 b greater than Line 1+Lire 3,enter the difference This H the OVERPAYMENT.
l3)
FM to oval on Pays 7,1Ln 20 to requata shad. (4) 0.00
6 N Line 1+Line 3Is paw than llle2,aft the ddference.Thfsls the TAX DUE 4509.03
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN•X•IN THE APPROPRIATE BLOCKS
e
1. Did decedent make a Insdarand Yes No
a reteln0eusea6aomedthepropedy0easierteQ
...................................................:.................. ❑ IXI
b. resin the right to designate who and use the pop"sanstertad or is Income; ..............................
Q retafnammskmary lnteresCa ...............................................................................................
d. rec"the pmnisefa god eldwpaymems,benaht or on? ..................•.................................... D m
2. t death owsred aft Decanter 12,1982,dktdeoademttra fa property Wb one you of death
without recetft adegnrete considarew ................................................•......................................
3. Dld decedent an sn'in trust ke or payabioanpon a hank amount or awitty at his or her death? .........
4. Did decedent on an individual retirement womm,armulty or other nmVobats property,wft
contains a benehtlary dealt;wlon't.................................................................................................. ® ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE 0 AND FILE R AS PART OF THE RETURN,
For dates of death on or after July 1,1994,and before Jan.1,1995,the tex rate Imposed on the net value of transfers to or for the use of the survMng spouse Is
3 percent[72 P.S.§9118(a)(1.1)@1
For dates of death on or after Jan.1,19T%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)Q01.The statute does not exempt a transfer to a survhMg spouse from tax,and the statutory requlrements for disclosure of assets and
Ring a tax return are still applicable even If the surviving apace Is the only beneficiary.
For dates of death on or agar July t,2000:
• The tax rate Imposed on Oe net value of transfers iron a deceased child 21 yams of age or younger at death to or fa the use of a natural parent,an
adoptive parent or a stepparent of the dild Is 0 percent V2 P.&§911 0(a)(1.2)).
• The tax rate imposed on the net value of transfers to or far Oe use of the decedents meal bensfidaries Is 4.5 peroatc except as noted in
72 P.S.§9118(1.2)[72 P.S.§9116(a)(1)I
• The tax rate imposed on the net value of Iansfers to or for the use of the decedent's Siblings is 12 percent[f2 P.S.§9116(a)(1.3)).A sibling Is defined,under
Section 9102,as an trhdlvklusl who has atleastonn parent In common with the decadent,whetw by blood or adoption.
pennsylvania SCHEDULE B
MPARTMENT Axe STOCKS & BONDS '
ESTATE OF FILE NUMBER,,- '
BETTY M.BREAM 0 0 /
All prop"joln P owned wltb Apht of surAvorsfdp must be dtsdossd on S"We F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC INVESTMENTS,LLC-INDIVIDUAL ACCOUNT 0004-248134 7,333.44
98 SHARES OF PNC STOCK
96 SHARES X$78.39 PER SHARE=$7,333.44
e
,
,a
ter'
TOTAL(Aso wtv on Uiw Z Rewpihdaft) j 7.333.44
N more opus to needed hwW addkkmal sheets of the same else
REV.I=EX+(W12)
pennsylvania SCHEDULE E
WARTVWr0FRV4UfiM CASH, BANK DEPOSITS&MISC. -
sEO err PERSONAL PROPERTY
ESTATE OR FILE NUMBER f
BETTY M. BREAM 0 0
moue the pmoseds of RgaBon and the date the pmoesds were reaeNad by the elate.,
All propwlyjo *awned twldl"of suMVOrehlp must be disdosed on Schedule F.
ITEM I VAWE AT DATE
NUMBER DESMPnGN OF DEATH
1. PNC BANK-CHECKINGACCOUNT #61...4018-1117 2,521.02
2. PNC BANK-CHECKING ACCOUNT#51.1410-2913 77,203.34
3. PERSONAL PROPERTY SOLD 1,743.77
4. ELMCROFT ASSISTED LIVING REFUND 2,310.07
246.00
5. JEWELRY- . --
Appraisal By Mountz Jewelers,Carlisle
0
,
1 TOTAL(AMoeMetonllne5,ReeagbdaBon) !; 84024.20
If more space Is needed.use aadWonel Wwft of paper of the same ebm.
REV-1810 Dt+(084M ,
pennsyivania SCHEDULE G
v&Aa"rEmroF INTER•VIVOS TRANSFERS AND
WHEWANOETAXIEFfM WC.NON-PROBATE PROPERTY
RESmert oe)me11
ESTATE OF FILE NUMBER
BETTY M. BREAM 0 0 '
Tnbs0edWemoathemn0"aW6ed 00bw w IoeMdWj9d m 1 ftwo80n pW 0888dd*REV•1500 bye&
REM OE2 HOFPRaATEN DATE OF DEATH %OFDECD5 EXCLUSION TAXABLE
YIGLm8DAT OF N71£TRATTACHA n0 OMEMWi•ro MBU AND
NUMBER »ewreaixweraAnAaAOOVraFneo[mwneru®rAh. VALUE OFASSET INTEREST nAxr+ne VALUE
1. NATIONAL GUARDIAN LIFE INSURANCE COMPANY 10,018.72 100.00 10,018.72
BURIAUFUNERAL TRUST
ACCOUNT#NPL0540658
2. TUWCREFF FINANCIAL SERVICES 1,681.88 100.00 1,581.88
CONTRACT#C8266607
BENEFICIARY: KATHY PROGAR
3. PRUDENTIAL-IRA ACCOUNT#0030265686 '3,669.65100.00 3,559.65
263.717 SHARES OF PRUDENTIAL FINANCIAL
' 253.717 X$14.03 PER SHARE=$3,559.65
4. PRUDENTIAL-IRA ACCOUNT 00030265886 20,039.82 100.00 20,039.82
1,760.968 SHARES OF TARGET CONSERVATIVE ALLOC.
1,780.968 X$11.38 PER SHARE_$20,039.82
BENEFICIARIES:
MARK BREAM
JOHN BREAM
KATHY PROGAR
TIMOTHY BREAM A
THOMAS BREAM
r:
TOTAL enlefaLYre7, f 35200.07
C mae tpeoe M needed,uae addtdotal bheeb d paper d 4ie mre a1m.
REV•ipii El(+(10-07j
pennsylvania SCHEDULE H .
RINEIRAL EXPENSES AND
aa1ETa1MM TAX rITM ADNNISTRATIVE cows
RE WO OECE M
E$TATEOF fEENUAdBER f
BETTY M.BREAM 0 0
- OaorlaaCadabbaa Ntb►npabdae8daatubl. f
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSE&
1. COCKLIN FUNERAL HOME 12,815.48
2. ORGANIST,PASTOR AND SOUND SYSTEM 125.00
3. WHIMSICAL POPPY FLORIST-FLOWERS 244.01
4. BAUGHMAN MEMORIAL WORKS,INC.-GRAVESTONE 4,88800
B. ADMINISTRATIVECOM,
1. PammdRepromeNvC=ffdsd=:
wmoe(a)dPdamel PAP"***)
SbWAddam
Cy Sbbe ZIP
Yeega)Cmu6dm P& °
2 AhmMFm SAIDIS,SULLIVAN AND ROGERS 1,081.61
3. F+mryE%ampmafdeoe*feeOI brc(ftw md*wft tbclieItlm.)
CbC�d
Sfro�Addnpa
Cy slab DP
Reb9onshb d CleYnmd n oeceda+d
4. ProbawPoK REGISTER OF WILLS 143.50
� Aon'°'iBetFeax
S. To Realm ft mw Fam
7. VALLEY TIMESSTAR-ESTATE NOTICE 104.76
8. CUMBERLAND LAW JOURNAL-ESTATE NOTICE 76.00
9. PHIL PROGAR-REIMBURSEMENT OF FUNERAL EXPENSE 10.56
% JOHN BREAM-TRAVEL EXPENSES 700.00
11. PNC BANK-ACCOUNT CLOSURE FEE 25.00
12. PNC BANK-ESTATE CHECKS 18.15
13. FACSIMILEICOPY EXPENSES 13.21
14. OFFICEMAX-PRINTING OF FUNERAL MATERIALS 128.96
15, MOUNTZ JEWELERS-APPRAISAL ONJEWELRY 210.00
TOTAL(AlaoeWonWe9,RembleBm) S 20583.21
Y mml Epode b needed.aea addllonel 0eeb d paper of Man SIM
REV-t613 oc.N+-107
pannsylvania SCHEDULE J
0®ARTMEW OF ReM" BENEFICIARIES ,
DNWANMTAXREnrRrr
ESTATE OF: RLENUMBER ;
BETTY M. BREAM 0 0
RELATIONSHIP TODECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OFPEESSRf )R
O NN(S)RIECEMNGPROPERTY O0 Not Ust Trusbw6) OF ESTATE
L TAXABLEDISTRIBUTIONSMclu0my {{118( (ra1selftbulloroarbtranslmunder ----
1. MARK BREAM Lineal
39 E.NORTH STREET 115TH REMAINDER
CARLISLE, PA 17013
2. JOHN BREAM Lineal
8914 EAGLENEST DRIVE 115TH REMAINDER
NAVARRE, FL 32586-1110
3. KATHY PROGAR Lineal
469 HEISEY ROAD 115TH REMAINDER
MECHANICSBURG,PA 17055
4. TIMOTHY BREAM Lineal
22 WOODED RUN DRIVE 115TH REMAINDER
DILLSBURG, PA 17019
5. THOMAS BREAM Lineal
132 QUAIL DRIVE 116TH REMAINDER
DILLSBURG, PA 17019
'e
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
D, NON-TAXABLE DISTRIBUTIONS
A.SPOUSAL DLSTWBUTIONS UNDER SECTION 5113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
,
S.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1. URIAH UNITED METHODIST CHURCH 500.00
925 GOODYEAR ROAD
GARDNERS, PA 17324
TOTAL OF PART n-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. E 500.00
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Standard Checking Statement
For the period 11/23/2013 to 12/24/2013
For 24-hour information,sign onto PNC Bank Online Banking BETTY M BREAM DECD
on pnc.00m. Primary,account number_,51-4016-1117
Account number.51.4018-1117.continued Page 2 of 3 .
Activity Detail
Deposits and Other Additions" - There were 2 Deposits and Other Additions
Data Amount Description totaling$1,21124.
12/02 42.24 Deposit Reference No. 051875873 "
12/03 1,169.00 Direct Deposit-Xxsoc Sec
SSA Tress 310 XXXXX8213A -.
Checks and Substitute Checks
Check Date Reference Check Date Reference
number Amount paid number number Amount paid number
5328 25.00 12/03 085975397 5330 47.46 12/04 075441177
5329 50.00 12/03 085222906
Gap inchecksequence " There were 3 checks listed totaling
$122A8.
Banking/Check Card Withdrawals and Purchases
Date Amount Description There was 1 Check Card/Bank card PIN POS
11/27 128.96 POS Purchase Office Max 600 Carlisle PA purchase totaling$128.86.
Online and Hectronio Banking Deductions There was 1 Online or Electronic Banking
Date Amount Description Deduction totaling$1.189.00.
12/10 1,169.00 Direct Payment-Reversal
SSA Tress 310 XXXXX8213A
Other Deductions - There were 2 Other Deductions totaling
Date Amount Description - $2,311.84.
12/17 .00 Outstanding Item Close
12/17 2,311.84 Debit Memo Reference No. 056105961
Daily Balance Detail
Date Balance Dale Balance Date Balance Date Balance
11/23 2,521.02 12/02 2,434.30 12/04 3,480.84 12/17 .00
11/27 2,392.06 12/03 3,528.30 12/10 2,311.84
Ism
FORSll66R 0
Standard Checking Statement �
PNC Bank PNCBANK
Primary account number 51-1410.2913
Page 1 of 3
For the period 11114/1013 to 1211472013 Number of enclosures:
.0
h
001094 For 24-hour banking,and transaction or
KATHY J PROOAR Interest rate Information,sign on to
THOMAS A BREAM PNC Bank Online Banking at pncoom.
469 HEISEY RD Q For customer service call!-888-PNC-BANK
MECHANICSBURG PA 17055-9773 Monday-Friday:7AM-10 PM ET
.. Saturday&Sunday: 8 AM-5 PM ET
Para servicio an espatioi,1-866-HOLA-PNC
I
Moving? Please contact us at 1.888-PNC-BANK
i
®Write to:customer service
P0;Bax609 . _ . .
Pittsburgh PA 15230.9738
Visit us at PNC.00m
® TOO terminal:I-SOO-531-1648
For bearing Impaired Cuevas only
Standard Cheeldng Account Summary Kathy J Progar
Account oumbon 51-1410-2913 Thomas A Bream
Overdraft Protection has not been established for this account.
Please contact us If you would like to set up this service. - o
Overdraft Coverage-Your account is currentlyOptod-Out.
You or yourioint owner may revoke your opt-in orc,"ut choice at any time.
To loam more about PNC Overdraft Solutions visit m online at Pmxom/overdraftsolutions.
Call 1.877.598.380%visit any branch,or Sign on to PNC Online Banking,and"lea the'Overdraft
SolutiorW link under the Account Sank"ssctionto manage both your Overdraft Coveragoand Overdraft
protect on settings.
Balance Summary
Beginning Deposits and Cbaces and other Ending
balance other additions deductions balance,
r 77,203.34 .00 893.50 76,809.84
Average morrttdy Charges
balance and fees
76,974A7 .00
Transacition Summary
Checks path Check Card POS Chock Card'eanscard -
withdrawais signed transactions POS Pitt transactions
3 d 0
Total ATM PNC Bank Other Bank
transactions ATM transactions ATM transactions
0 0 - 0
Activity Detail .
Chocks and Substituto'Chocks
Check ..Date Reference: . Clock Date Reference
r number. Amount paid, number _ - , - number Amount paid number
101 ,_ 700.00 12/04 08675MG 145' 143.50 12/11 09541965t
102 50.00 12/12"' "Usus96s7
•Gap In check sequence _ - There were 3 checks listed totaling
$993.89.
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/ Dec. 16. 2013 12:12PM PNC Bank No. 1816 P. 2
December 16,2013
Amanda S Hahn
PNC Bank
Dillsburg
RE: Name: Betty M Bream
SSN: 186-24-8213
DOD: 11-23-2013
Dear Sir/Madam:
In response to your request for Date of Death(DOD)balances for the customer noted above, our
records show the following:
Checking Account
Account# 5140181117 �; Established: 04-01-1963
° BETT'Y M BREAM
DOD balance: S 2,521.02+0.00 accrued interest
Investment Account �.
The decedent maintained Investment Account#4248134. For finther information,you may call they
Brokerage Department at 1-800-762-6111.
Please note that this office provides date of death balances for deposit accounts(f12As, CDs, Checking and
Savings). We do not process any financial transactions or provide statements. If you need assistance with
any of these items,please caU 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch
office.
Sincerely,
K
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 law.
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 ofthis communications is strictlyprohibited Ifyou have received this
communication in error,please notify me immediately by reply or by telephone at 800-762-1775 and
immediately destroy this faxed documew.
Page I of r,
Car-clin Funeral Home, Inc. Acct: Contract # 246
MEMORANDUM OF SERVICE
SERVICES OF: Betty Mae Bream DATE:
National Guardian Life Ins. $(10,018.72)
Kathy Progar $(2,796.74)
$(12,815.46)
(A) Services:
UG2 Golden Rose Stainless Steel Casket $5,130.00
Two Extra Angel Comer
Angel Embroiderd Back Panel
Traditional Service Package $3,925.00
12 Ga.Steel Standard $1,665.00
Total (A) $10,720.00
`,,(B) Cash Advance Items:
Certified Copies $36.00
Newspaper Notice-Harrisburg o $1,003.52
Newspaper Notice-Carlisle $520.94
Newspaper Notice-Diilsburg $35.00
Clergy Honorarium $100.00
Cemetery Equipment $200.00
Opening and Closing Grave $700.00
Total (B) . $2,595.46
(D) Payments/Adjustments
Family and Friends Discount ($500.00)
Total (D) ($500.00)
Total Amount $12,815.46
Less Amount Paid ($12,815.46)
Due $0.00
Dec. 18: ,201,3 12:32PM No. 0313 P. 1/1
Prudential ,
December 18,2013 `
ATTN KELLY HARTMAN
VIA FAX:717-303-1923
RE: Prudential
Reference Number: 6566113285/3820528
Account: 0002,0009,0525,0526-XXXX70C5685
Registration: PRUDENTIAL TRUST COMPANY
CIF THE IRA OF BET'T'Y S BREAM
Dear Kelly Hartman:
This letter is in regard to the above referenced account.
As of the close of business on November 22,2013,the above referenced accounts)/fund(s)were
valued as follows: -1
Fund/AccountNaWer Shares Price Market Value
0009-XXXXX 05685 253.717 $14,30 $3,628.15
;S
0525-XXKXXX5685 1,760.968 $12.09 $21,290.10
November 23,2013,was not a valid business day. The price we save was for the previous close
of business,November 22,2013.
As changing market conditions may cause the Net Asset Value(NAV)to fluctuate on a daily
basis,the account value is subject to change.
If you have questions or need fluther assistance,please contact the Prudential Mutual Fund
Service Center at(800)225-1852 Monday through Friday between 8:00 am.and 6:00 p.m
Eastem Time. For account information that is available 24 hours a day,7 days a week,you may
access your account online at www.prudcntWfunds.com.
1
Sincerely,
Priyanka Santosh Dongre
Customer Service Representative
CC:JASON R.MILLER
Prudential InvestmoMe
Prudential Mutual Fund Services LLC
P 0 Box 9655
Provider",RI 02940
_ (800)225.1852
www.prudenuftride.com
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TIAA
CREF
cw,wciusErtncrs . • .. r . 1�. ,,. 1 ,v
December 11, 2013
KATHY PROGAR J 1, 1 bA `e,
469 HEISEY RD
MECHANICSBURG PA 17055
V��>r G_\yry
n a „l _J i �Zt;� Lj
Re: Betty M Bream ; « fj y �v
J, 0
TIAA Contract- C8266607 IH7372G3 I .• 1 G�Z i" Ow
CREF Certificate- U8266605 { Y`
� eWO�v
Dear KATHY PROGAR: �IVN
We are contacting you since you are a named beneficiary for the TIAA-CREF retirement accounts held by
Betty M Bream '
The survivor benefit you are entitled to receive is listed below. Any balances in the TIAA Traditional
Annuity will continue to earn interest,and balances in the variable annuity accounts and/or mutual funds
will fluctuate based on investment performance. In addition,this value can be subject to change due tr
special spouse provisions or State Statutes.
_ Account Value as of 11/23/2013
TIAA Traditional $1,581.88
a.:.., .r.ti Total'J » $1,581.88
As you consider your options,please keep in mind that federal tax law has certain deadlines for when
beneficiaries have to start receiving at least some of their inherited amount. (These amounts are called
"required minimum distributions,"or RMDs.) Specifically,you must begin receiving an RMD by
December 31 of the year following the year of the participant's death. '
Your next step is to transfer ownership of the account(s)to your name. Once ownership has been
transferred,you may decide to leave the account as is and continue to save and invest with TIAA-CREF
until a later date, or choose from among a variety of other options.
TIAA-CREF Individual&Institutional Services,LLC Member FINRA,SIPC. BENEBUND-EN
Headquarters: 730 Third Avenue,New York 10017-3206 Tel: 212490.9000
February 19th,2014
Benjamin Rathfon
Beniami n.rathfon(cbonc.com
RE: 004-2481341 Betty Bream-Individual
Dear Benjamin:
The value of the above-referenced account on November 23rd,2013 Is as follows:
Symbol/ . DOR Accrued_
Amount Desopown Cusip Price 000 Value Interest
96.000 PNC Financial SVCS Group PNC $76.82 $7,374.72
$7,374.72 $
Grand Total Market Value+Accrued Interest $7,374.72
Note: DOD price is based off the dosing price on the day the client has passed away, if this is a non-business day
the price will be taken from the previous business days dosing price.
If you have any questions,please contact our Estate Resolution Desk at 800$22-7086.
Sincerely,
Omar Omar
PNC Investments, I.I.C.
Estate Resolution Oesk
The summaries, prices,quotes and/or statistics contained herein have been obtained from sources believed
to be reliable but are not necessarily complete and cannot be guaranteed.They are provided for Informational
purposes only. Past performance does not guarantee future results.
A
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