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HomeMy WebLinkAbout03-31-14 1505610143 REV-1500 EX(02-11) " OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County code Year File Number Bureau of Individual Taxes dsws1.a.o,`,,..s PO BOX.280601 INHERITANCE TAX RETURN 21 13 00879 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 07 29 2013 04 22 1923 Decedent's Last Name Suffix Decedent's First Name MI THOMPSON VERONICA V (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 X 1. Original Return 2. Supplemental Return 3, Remainder Return(Date of Death Pnor to 12-13-82) 4. Limited Estate 4a Future Interest Compromise ❑ 5. Federal Estate Tax Return Required (date of death after 12-12-82) 6 Decedent Died Testate 11 7 DAt,a�er�oMaionft fined a Living Trust 3, Total Number of Safe Deposit Boxes (Attach Copy of Will) LJ ( GY C 1 9, Litigation Proceeds Received 10.bpen°veenPyl-Ji�Jla cit{Da���tDeatn ❑ 11 �AnSChedule 0)Sec.9113(A) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number DIANE G RADCLIFF (717) 737 0340 C71 c= rn REGISTER OFVILLS UMONLrYo e� .n U) rl First Line of Address -.� c..J rn 3448 TRINDLE ROAD J ~ Second Line of Address o - ,O D TE-�ILED r— { City or Post Office State ZIP Code �. t -n CAMP HILL PA 17011 Correspondent's e-mail address: dianeradcliff(rDcomcast net 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE '"la" Mary Lantzy J (l�h ADDRESS 203 Laril Road Mechanicsburg, PA 17055 SIGNATURE OF PREPAR OTHER THAN REPRESENTATIVE DAT J SL Diane G Radcliff J7 a(,/1 3 )rindle Road Camp Hill PA I.._ J 1505610143 Side 1 1505610143 (V-) W 1505610243 REV-1500 EX Decedent's Social Security Number - :Deemdenrs N-e Thompson, Veronica V RECAPITULATION t 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 1--z '4.7+Mortgages8_Notes,Receivable(Schedule D)........................................................ 4. , .. S.�Cash',Bank'Depop,sits&Miscellaneous Personal Property(Schedule E)............... 5. 6, 483 : 8-7 6. Jointly Owned Property(Schedule F),,❑.Separate Billing Requested............ 6. 117 , 525 . 06 7. Inter-Vivos Transfers&Miscellaneous NtProbate Property `(Schedule G) `Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 124 , 008 .-93- 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 2 , 398 . 40 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule.l)...........:•:..5......... 10. 116. 70 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 2 ,515 . 10 12. Net Value of Estate(Line 8 minus Line 11).... 12. 121 , 493 . 83 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. 121, 493 . 83 TAX COMPUTATION=SEE INST-RUCYIONS`FOR"APPLICABLE;RATES': ."° i. �-�.•:.. .i 1 15.'Amount otLine 14,tazatile' at the spousal tax rate,or rsfers under,Seca 9;116 t .'• `- - ` a a(1.2)X.00 15. - 0 .:00 16. Amount,of•,Line_14taxable Q • QQ 16. '0 . 00 at lineal rate X ,.045.:- , , 17. Amount of Line,14 taxable., at sibling rate X.12. 0 - 010'" 17. 0 . 00 18. Amount of Line 14 taxable. at collateral rate X.15 -„ - 12'1'j'4'93=:-83 {s., _ _ _ 18-, 22'4 . 07 _ 19. TAX DUE.............................................. 19. 18 ............................................................... .224 . 07 20. FILL IN THE OVAL,IF YOU,ARE REQUESTING A,REF.UND,OF AN•OVERPAYMENT. Side 2.. L 1505610243 150n561"0243 J P tclwmm A 'MAT? YlU"i JIM qt.NA.,� Aq A ISP.Ore xxt?dj*1 tio od4*1,19 S 5rd,j nAnq letun ti t en;j t t a'!114 ,T:43DA ,ZJ. O JIW qty :ol side aq A,)ajj:) gAni,,41 ?A30JS iTAIM40);q9A SHT kit "X"iAA MII0A-Jq YU P90il'ORUO :MW0JU0I 34-k 513W2WA 3P', ,8q ,?Jj "Y :br.z,iolvicl g bYam plaowft Oicl 1 ... ......... �u 0d)INIL761 d . . .. ......... rn m febo 10 u6" onr, wlim k'Ilowl tneilwit) bib 'Isel 'gr Ow.) Nafto ben o" r;,Reb li S ......-J"WTallo, -a amupebs er`:Wi9aG1 r lbcof�t)o f, ..... .S,"Sut7 tsli q zh�i%'J"'mm io Ino=u Ane,fflim 1,�ciqu agdqaq vl '10 tcot W no" In. 4 IVew rt�qtnq Madvq�m n 1s110 10 ,(Avr.nsjow)=. Ingrimitel itukhjib"t or,Aw Inutoagh No aL Iii Ll . ........ .. ......... .......7.......... 'I allT�O TV AARUT3. 0411 rA TI Bjlq OVA,0 UUM UOY,Z3Y ih WCAT83M-WO4A EIPT 40 Y14A.OT FZVmtA 344 91 0)0-9(all Wa�,O.l i:SJymlvj r,af ff e ftiq Oro Q pnl%p "W00 Stu s roof wMmallo Wav ooa oWwbizoqm(ojlm'qtq'll,aqV Urra 0 ,0 ul eau tmld waia'znauwesxav*I elt,robswq-qtfc*w 24, bsflb�ai L4*la A ?(Z 1)t 4 t�pml&:t'M9bm*&lltc fm bawcYfiowyv eml, f g,-ft lobofft Stu av f-awm lalr�60101 m 9XII Qm Wiftfibm na as,90M roo�&wbm4 I "J ' Rev11i0a EX�)77.70) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Thompson, Veronica V 21-2013-00879 Include the proceeds of lilipelion and the date the proceeds were received byrite estate. All Property lolntlyc ed wllh the right of nuMvorship must be dlseloaed on nchedulo F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash-Cash found in apartment and wallet 822.00 2 Cash -Cash found in decedent's rosary case 10.52 3 Cash-Cash found in an envelope 21.30 4 PNC Bank-Savings Account#0861 4,722.15 5 Comcast Cable-Refund 115.71 6 Enquirer Magazine-Refund 39.00 7 Health Insurance Refund 232.00 8 Morgan Properties Apartment-Refund 473.19 9 Travelers Insurance-Refund 48.00 TOTAL(Also enter on Line 5, Recapitulation) 6,483.87 (if more spare is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10) ' Rev-1505'EX+(01.10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Thompson,Veronica V 21-2013-00879 H an asset was made joint within one year of the decedent's data of death,It must be reported an schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Mary Lantzy 203 Lantzy Road Friend Mechanicsburg, PA 17055 B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT VALUE OF ITEM FOR JOIN MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR DATE OF DEATH DECD'S DECEDENT'S INTEREST NUMBER TENANT JOINT ALUE OF ASSE INTEREST JOINTLY-HELD REAL ESTATE. 1 A 0112013 M&T Bank -Checking Account No.5072 23,957.17 100.000% 23,957.17 2 A 01/2013 M&T Bank-Certificate of Deposit#7411 27,776.57 100.000% 27,776.57 3 A 08114/2012 Sovereign Bank-Checking Account#7564 250.57 100.000% 250.57 4 A 01/10/2013 Sovereign Bank-Money Market Account 30,540.75 100.000% 30,540.75 #2918 5 A 08/14/2012 Sovereign Bank-Certificate of Deposit#2043 35,000.00 100.000% 35,000.00 TOTAL(Also enter on Line 6, Recapitulation) 117,525.06 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10) REV-1611 EXt(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERENCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Thompson,Veronica V 21-2013-00879 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 161.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2, Attorney's Fees Diane G Radcliff 807.50 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 133.50 5. Accountant's Fees 6. Tax Return Preparers Fees T Other Administrative Costs 1,296.40 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 2,398.40 Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Thompson,Veronica V 21-2013-00879 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex eo nses 1 Auer Cremation Services of Pennsylvania 161.00 H-A 161.00 Other Administrative Costs 2 Legal Advertisement-The Cumberland Law Journal 75.00 3 Legal Advertisement-The Sentinel 221.40 4 Reserve -(Reserve for additional taxes and attorneys fees) 1,000.00 H-B7 1,296.40 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6.98) Rev-1612 EX+(12418) SCHEDULE i pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Thompson,Veronica V 21-2013-00879 Report debt;Incurred by the decedent prior to death that remained unpaid at the date of death,including unmimbursed medical expen;ea. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 PPL Electric 66.40 2 Telephone Bill 17.33 3 Telephone Bill 32,97 TOTAL(Also enter on Line 10, Recapitulation) 116.70 (If more space is needed,additional pages of the same size) Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08) REV-1613 EX+(9-00) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Thompson, Veronica V 21-2013-00879 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Mary Larl Friend 5,000.00 203 Lantzy Road Mechanicsburg, PA 17055 2 William Lantzy Friend 5,000.00 203 Lantzy Road Mechanicsburg, PA 17055 3 Barbara McDonald Niece 5,000.00 31 Stockton Road Kendall Park, NJ 08824 4 Betty Neumeister Niece 5,000.00 316 Hill Road Hegins, PA 17938 Total 20,000.00 .&nter dollar amounts for distributions shown ab ve on lines h aDDrODriate.on Rev 1500 y r II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEINGMADE B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.6-98) Ski° WILL AND TESTAMENT OF 'VERONICA If. THOMPSON BE IT REMEMBERED, that I, VERONICA V. THOMPSON, of 102 November Drive, Apt. 5, Camp Hill, PA 17011, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the .nature thereof by me, at anytime heretofore made. ITEM 1. BACKGROUND INFORMATION: The following is background information pertaining to myself and my family: a. I was born on April 22, 1923. b. My social security number is 276-20-9823-A. C. I am a widow. d. I have no children. ITEM 2. DEFINITIONS: The following definitions shall apply to this Will: - a. Personal Representative: The term "Personal Representative" as used in this Will means Executor, Executrix, or any other title of like import which is used to describe such a fiduciary. b. Survival: The terms "survives me" or any derivative thereof, as used in this Will means that any person or organization herein named or referred to shall be deemed to have survived me only of such person or organization shall in fact survive me for a period of at least thirty (30) days. Any person or organization named or referred to herein who shall not survive me by a period of thirty (30) days shall be deemed to have died before I do. I-KITNESS n VERONICA V. THOMPSON Page 1 ITEM 3. BURIAL U W F UNERAL IN4TRUCTIp S: I direct that I be cremated and that my remains be interned in the Plot next to the remains of my deceased husband at Fort Indiantown Gap, Pennsylvania. I direct that there be no viewing or funeral.. A simple memorial service may be held if desired by my next of kin. ITEM 4. DEBTS AND FUNERAL EXPENSES: I direct that all my just debts and funeral expenses appropriate to ' my station in life and custom of living (including appropriate monument or marker for my grave) be paid as soon after my demise as may be convenient. ITEM 5. TANGIBLE PERSONAL PROPERTY: I give and bequeath all tangible personal property owned by me at my death and all insurance policies on such property as follows: a. Memorand.Vm: To those individuals who survive me and who are designated on a list or memorandum signed by me which refers to this Will or is found with a copy thereof, I give and bequeath the items listed beside their names, unless otherwise specifically distributed pursuant to the provisions of this Item.' b. Remainder Distribution: The balance (including any items to be distributed in accordance with the other provisions of this Item 5 the bequest of which has lapsed) shall become part of my residuary estate and distributed to the beneficiaries and in the proportions therein provided. C. Method of Distribution: My Personal Representative shall have the right to dispose of said remaining items of personalty set forth in subparagraph (c) of this Item 5, either in kind or in cash as a result of liquidation thereof as my Personal Representative, in my Personal Representative's sole discretion, deems appropriate under the circumstances. It is my intent, however, that should any beneficiary of my residuary estate desire to receive a particular item in kind which was not specifically bequeathed to that beneficiary, to the extent reasonably possible, my Personal Representative shall attempt, but not be obligated, to follow that beneficiary's request. 'd. Safekeeping: If any beneficiary of any item of tangible personal property aforesaid has not yet attained the age of 18 at the time of my death, I order and direct that my Personal Representative, hereinafter named, to hold said items in safekeeping for that beneficiary and to deliver the same to that beneficiary upon he or she reaching age, or at such earlier age if my Personal Representative deems the beneficiary to be of - appropriate age and maturity to receive said items of WITNESS \ VERONICA V. THOMPSON �pp 3�j� Page 2 ITEM 6. SP £CTAT REOVEBT$: I hereby make the following special bequests in addition to those to be made pursuant to Item 5 herein: a. I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to my niece, BARBARA McDONALD, of 23 Frayley Drive, Somerset, NJ 08813, provided she survives me. b. I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to my niece, BETTY NEUMEISTER, of RD2 BOX 95A, Higgins, PA 17938, provided she survives me. C. I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to my friend, MARY LANTZY, of 116 Winston Drive, Mechanicsburg, PA, provided she survives me. d. I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to my friend, WILLIAM LANTZY, of 116 Winston Drive, Mechanicsburg, PA, provided he survives me. ITEM 7: RF-%W.U&RY y_92=: All the rest, residue and remainder of my Estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including any insurance policies therefor, property over which I have power of appointment, and proceeds from any insurance policies payable to my estate, I give, devise and bequeath to SALVATION ARMY. ITEM S. *pPOTNTMFNT AF P£.RSONAr. REPR Q£h ATI1'�5: I appoint MARY LANTZY as the Personal Representative of my Estate under this my Last Will and Testament, and direct that my Personal Representative shall administer my estate and make the distributions herein provided. Should MARY LANTZY, predecease me, fail to qualify, cease to act or renounce probate, I then appoint BETTY NEUMEISTER, as the Successor Personal Representative of my Estate under this my Last Will and Testament. TNESS a.�(SEAL) VERONICA V. THOMPSO Page 3 ITEM 9. PAYMENT OF TAXES: I direct my Personal Representative to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or any person receiving the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, or any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my Estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 10. POWERS OF PERSONAL REPRESENTATIVE: In addition to the powers conferred by law or under previous provisions of this Will, my Personal Representative shall have the following powers: a. Retention of Investments: To retain investments I may have at my death when deemed advisable to my estate or trust to do so; b. Sale of Assets: To sell either at public or private sale any real or personal property and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title with special warranty, free and clear of all trusts and without obligation or liability to the purchaser or purchasers to see to the application of the purchase money or to make inquiry to the validity of the sale or sales; also to make, execute, acknowledge and deliver any and all deeds, assignments, options, or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Personal Representative in my Will or otherwise; C. Investment: To vary investments, when deemed desirable, then to invest in such bonds, stocks, notes, real estate mortgages, or other securities, or in such property, real or personal, as deemed wise, without being restricted to so-called "legal investments" and without regard to diversification; d. Management of Real Estate: To manage real estate; e. Options: To exercise any option or rights arising from ownership of investments; f. Compromise of Claims: To compromise claims without court approval and without the consent of any beneficiary; ��WITNESS VERONICA V. THOMPSO Page 4 9. Dig laimmee,ar: To disclaim any interest in property; h. Pavment of Cost and Expenses: To pay all costs, taxes, expenses and charges in connection with the administration of my estate or trust, including but *not limited to my last debts and all funeral expenses; i. Division and Dist 'but'on: In order to effectuate a division of the principal of my estate or of any trust or for any other purpose, including final -distribution, my Personal Representative are authorized to make such divisions or distributions of the personalty and realty in kind or by way of liquidation thereof in whole or in part as my Personal Representative may deem appropriate under the circumstances. If a distribution or division is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. ITEM 11. NO BOND j2E U.LUD: I direct that my Personal Representative or successors shall not be required to give bond for the faithful performance of duties in any jurisdiction. ITEM 12. SURVIVAL: Any person or organization herein named or referred to shall be deemed to have survived me only of such person or organization shall in fact survive me for a period of at least thirty (30) days. Any person or organization named or referred to herein who shall not survive me by a . period of thirty (30) days shall be deemed to have died before I do. ITEM 13. GENDER AND NUMBER: Where appropriate to the context, pronouns or other terms expressed in one number or gender shall be deemed to include the other number or gender, as the case may be. ITEM 14. EXCLUSXON: It is not my intention to make provision in this, my Last will and Testament, for any relative or any other person not expressly provided for herein, and if any such person has not been expressly mentioned herein, he or she has been omitted by me intentionally and with full knowledge of his or her relationship and existence, and not by any oversight or neglect. .{.� IN WITNESS WHEREOF, I have hereunto set my hand and seal this L L 'da— y o£ 2002. WITNESS: /J 7 r ^) VERONICA V. THOMPSO t� Page 5 We, VERONICA V. THOMPSON, "—A- Odltanm and Diane G. Radcliff, Esquire the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as the Testatrix's Last Will and that Testatrix had signed willingly (or willingly directed another to sign for) , and that Testatrix executed it as Testatrix 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 witnesses and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. /,-�Ci ��SEAL) VERONICA V. THOMPS W t WITNESS Sworn to and subscribed to before me this 16 1h day of ©mi., , 2002. X / NOTARY PUBLIC My Commission Expires: Notarial Seal I Deborah L.Donley,Notary public Camp Hill Bom,Cumberland County My Commleslon Expires Sept 23,2003 Member,Pennsylvania msociaeon of Notaries Page 6 vcy. IL Lv I VIYUnrvl I lyu unun P September 12; 2013 Diane G Radcliff Esq. 3448 Trindle Rd Camp Hill; PA 17011 RE: Veronica Thompson SSN: 276-20-9823 DOD: 07-29-2013 Dear Ms. Radcliff: In response to your request for Date of Death (DOD) balances for the customer noted above, our records sbow the following: Savings Account Account# 5003650861 Established: 02-04-2003 VERONICA THOMPSON DOD balance: 14,722.13 + 0.02 accrued interest Interest paid 01-01-2013 ihru 07-29-2013 $ 0.54 Y'TD Please note that tLis office provides date of deatb,balances for deposit accounTs (URAs, CDs, Cbecking and Savings). We do not process any financial transactions or provide statements. If you need assistance nrith 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 exempr 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 of this communications is strictly prohibited If you have received rhis communication in error,please notify me immediately by reply or by telephone at 800-'1K2-1775 and immediately destroy this faxed document. Page 1 of 1 MM&TBank 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-5024349 F ax (302)934-2955 September 12,2013 Diane G. Radcliff,Esquire 3448 Trindle Road Camp Hill, PA 17011 Re: Estate of Veronica V Thompson Social Security Date of Death: July 29 2013 Dear Sir or Madam: Per your inquiry on August 27,2013,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. Type ofAccount Checking Account Account Number 38345072 Ownership(Names ojg Mary K Lamzy Veronica Thompson �l Opening Date 0712811989 Balance on Date of Death $23,95717 Accruedlnterest $ .05 Total - - 195-7--- --------$23,957.22 2. Type ofAccount Certificate of Deposit AccountNumber 31003914517411 Ownership(Names ofi Mary K Lantzy ./ Veronica Thompson I' X74 1 013 Opening Date 0412411996 1 Balance on Date of Death $27,776.00 Accruedlnterest $ .57 Total - -° ------- - $ For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds, please call the West Shore Plana at 717-731-1730. 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, Representative Payee,or Trustee under a Written Agreement Sincerely, Valarie Mercer Adjustment Services Page: 1 Document Name: untitled PSAPCDAO Customer Service Workstation 14:40: 02 EBRN6RI CERT. OF DEPOSIT ACCOUNT PROFILE 13/01/08 Account # : 31003914517411 Product: CDA SubCode: CK M&T BANK Title 1: VERONICA THOMPSON SSN/TIN: 2 : MARY K .LANTZY Package: Region : CEPA Rate .15000 Maturity: 13/08/24 Status : OPEN Bonus Points: Term . 00013 Restraint: N Promo Rate: Expiration: Yield 0. 15 Opening Balance :$ 27,776.00 Date Acct Closed Date Acct Opened . 96/04/24 Date Acct Reopened: Last Maint Date 13/01/08 Original Branch Branch 6123 Statement Cycle SA Interest Pay Cycle IM Mail Code 00 Interest Pay Method: CO Last StatementDate: 12/12/31 AIP Media Code C Routing Number # 000000000 Final Maturity Date: Paid to Account#: N/A Current Issue Date 12/07/24 Withholding Code PC Prev Rate: .35000 Dormancy Date F2 Options F3 Main Menu F6 Referral Fll Title F12 Previous FM M&T Bank Anita long Banking Officer Assistant Branch Manager - West Shore Plaza 1200 Market Street Lemoyne,PA 17043 717 731 1730 vna 717 761 6497 along @mtb.com Date: 1/8/2013 Time: 2 :42 :18 PM V �CLAj 1J13 Sovereign Bank ESTATE OF Veronica G Thompson SOCIAL SECURITY#. DATE OF DEATH: July 29, 2013 Account#: 2000377564 Type: Checking Open date: 8/14/2012 In the name of: Veronica G Thompson or Mary K Lantzy Date of Death Balance. $250.57 Int.(YTD) from 1/1/2013 to 7/29/2013 $0.00 Accrued interest to date of death: $0.00 Other Info: Account#: 2331042918 Type: Money Market Open date: 12/28/1999 In the name of* Veronica G Thompson or Mary K Lantzy Date of Death Balance: $30,540.75 Int.(YTD) from 1/1/2013 to 7/29/2013 $45.34 Accrued interest to date of death: $0.42 Other Info: Mary K Lantzy added 1/10/2013 Account#: 7674472043 Type: CD Open date: 8/14/2012 In the name of: Veronica G Thompson or Mary K Lantzy Date of Death Balance: $35,000.00 Int.(YTD) from 1/1/2013 to 7/29/2013 $173.64 Accrued interest to date of death: $28.78 Other Info: Page 1 of 1 ������EMATIONSER`lC�� AUER CREMATION SERVICES OF PENNSYLVANIA, INC. •�A �iG• 4100 Jonestown Road • Harrisburg, PA 17109 • 1-800-720-8221 • Fax 717-541-9943 • Shawn E. Carper,Supervisor pENNSYLYAN�A 130828 MO-5 Jul 30, 2013 Mrs . Mary Lantzy 203 Lantzy Road Mechanicsburg, PA 17055 Veronica J . Thompson - Deceased SPECIAL CHARGES X Direct Cremation $1 , 695.00 Nationwide Guarantee Program Worldwide Travel Protection TOTAL SPECIAL CHARGES $1 , 695.00 PROFESSIONAL SERVICES X Services of Funeral Director & Staff Other Preparation of the Body Included Facilities & Staff for Memorial Service Staff & Equipment for Memorial Service Witnessing the Cremation Private Family Viewing/Witnessing Cremation Packaging And Forwarding Cremated Remains X Personal Delivery of Cremated Remains $95.00 Scattering of Cremated Remains Medical Documents/Courier Fee TOTAL PROFESSIONAL SERVICES $95 .00 AUTOMOTIVE EQUIPMENT X Removal Vehicle Included Lead Car/Clergy Car Family Car Service Vehicle TOTAL AUTOMOTIVE EQUIPMENT $0.00 MERCHANDISE Register Book Memorial Cards Thank You Cards Remembrance Package Cremation Container X Cardboard Container Urn Burial Vault included Veterans Flag Case Grave/Memorial Marker TOTAL MERCHANDISE CASH ADVANCED ITEMS $0.00 Grave Opening Cemetery Equipment Newspapers Newspaper Vault Service Charge Clergy Church/Organist/Soloist Flowers X Crematory Charge X Cumberland County Coroner Fee Included X 6 Certified Copies of Death Certificate $30. 00 $36 .00 TOTAL CASH ADVANCED ITEMS $66. 00 SUMMARY OF CHARGES Special Charges $1 , 695 .00 Professional Services $95.00 Automotive Equipment $0.00 Merchandise $0.00 Cash Advanced Items $66.00 SUB TOTAL $1 ,856 .00 CREDITS -$1 , 220.00 AMOUNT PREPAID Date Jan 9, 1991 -$475 .00 TOTAL $161 . 00 AMOUNT PAID Date Aug 6, 2013 -$161 .00 BALANCE DUE $0.00 THIS STATEMENT MAY NOT REFLECT ALL NEWSPAPER CHARGES