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Home My WebLink About05-08-14 (2) - j 150561143 ' 9 [] REV-1500 Fx(02-11) OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County code Tear File Number Bureau of Individual Taxes DEPARTMENT OP REVENUE PO 60x.280681 INHERITANCE TAX RETURN 21 13 1060 Harrisburg,PA 1712a-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 08 18 2013 08 15 1916 Decedent's Last Name Suffix Decedent's First Name MI STEWART MILTON 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 1. Original Return 2. Supplemental Return ❑ 3. Remainder Return(Date of Death Prior to 12-13-82) , C� 4. Limited Estate 4a.Future Interest o«nprornlse r 5 Federal Estate Tax Return Re uired (date of death after 12-12,92) 1_1 p Ca 6 Decedent Died Testate 7 pecedpOt Maintained a Living Trust 4_a B. Total Number Safe De Ld.l (Attach Copy of Will) (Attach Gopy of Trust) posit Boxes 9. Litigation Proceeds Received %Delweenl12-31 X31 aet(DateeSj f Death 11.Eleclion to tax under Sec.9113(A) 1 (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name - Daytime Telephone Number HEATHER D ROYER ESQ (717) 234'2401 ry o ::0 REGISTER OF WI S USE 1�Y ri n R7 a ] C:5 First Line of Address M -� 2> r— -1 C) 4431 N FRONT STREET 3RD i CJ <n Second Line of Address G3 c7 - WED CD r t� City or Post Office D State ZIP Code HARRISBURG PA 17110 f ' Correspondent's e-mail address: hrovero_sasllp.com Under penalties of perjury,I declare that I have examined this return,(ndudmic accompanying schedules and statements,and to the best of my knowledge and belief, it is tree, et and complete.Declaration of preparer other than the Perri representative is based on all information of which preparer has any knowledge. SIGNATU511EA F PERS PONSIBLE FOR FILING RETURN DATE Glenn A.Stewart A Ess 204 Ala hia Lane, Etters PA 17319 SIGN AT E 0 PREPAR R O7H AN REPRESENTATIVE D TE Heather D. Royer Esq. ADDRESS L-11-0 Of 4431 N. Front Street, 3rd Floor, Harrisburg, PA p Side 1 L,� 1505610143 1505610143 PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Stewart, Milton E. 21-13-1060 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#2 Name Lou Ann Stewart Address1 217 Oakhill Lane Address2 City, State, Zip Wyomissing,PA 19610 Date I 1505610243 REV-1500 EX Stewart, Milton E. Decedent's Social Security Number Decedents Name: RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3, 4. Mortgages&Notes Receivable(Schedule D)....................... 4. 5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)......... 498 , 306 . 26 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous NaR-Probate Property (Schedule G) X Separate Billing Requested............ 7' 0 . 00 8. Total Gross Assets (total Lines 1 through 7)............................... s. 498, 306 . 26 9. Funeral Expenses and Administrative Costs(Schedule H).................. s. 48 ,200 . 70 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)............................ 10. 1 , 715 . 30 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 49, 916 . 00 12. Net Value of Estate(Line 8 minus Line 11)..................................... 12. 448 , 390 . 26 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 44 , 839 . 03 14. Net Value Subject to Tax(Line 12 minus Line 13)....................... 14. 403 , 551 . 23 TAX COMPUTATION-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.00 5. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 403 , 551 . 23 16. 18 , 159 . 81 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 00 19. TAX DUE....................... ................... ....................... ....... 19. 18 , 159 . 81 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. X Side 2 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-13-1060 Decedent's Complete Address: DECEDENT'S NAME Stewart, Milton E. STREETADDRESS The Woods at Cedar Run, 824 Lisburn Rd, Apt 209 _T STATE ZIP _' -- Camp Hill PA 17011 Tax Payments and Credits: I, Tax Due(Page 2, Line 19) (1) 18,169-81 2, Credits/Payments A. Prior Payments 18,000.00 6. Discount �i 907.99 "— Total Credits(A +8) (2) 18,907.99 3. Interest (3) 4, If Line 2 is greater than Line I +Line 3,enter the difference. This is the OVERPAYMENT. (4) 748.18 Check box on Page 2,Line 20 to request a refund —`—�- 5, if Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5} 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;..,............ ....... ............................. x b. retain the right to designate who shall use the property transferred or its income;._..._.......................... c. retain a reversionary interest;or................................................_........_.._..._............_................._........ x d. receive the promise for life of either payments,benefits or care?.,....... ......... .. ...... x 2. If death occurred after Dec. 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?....... ❑x ❑ 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?....... ............... .......................... ......................................... Ex-) ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE O 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)(1.1)(i)). For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or forthe use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(fill. 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 172 R.S.§9116(a)(1.2)j, • 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(a)(1)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)(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. Rev4508 E%+(11-10) SCHEDULE E Pennsylvania REVENUE E CASH, BANK DEPOSITS, & MISC. RESIDENT Tl1RIJ PERSONAL PROPERTY RESIDENT TAX RE ESTATE OF Stewart, Milton E. (FILE NUMBER 21 13 1060 Include the i tl d l it l d the date the rship mu were received by the estate. All propertylointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER - DESCRIPTION VALUE AT DATE 1 Schumacher&Benner Funeral Home-Prearranged funeral plan OF DEATH 8,980.00 2 Certificate of Deposit#052-0361686 -Fulton Bank 32,000.00 Accrued interest on Item 2 through date of death 0.61 3 Certificate of Deposit#052-0361690 -Interest from 8/19/12 to 8/18/13 Interest Posted 8/19/13 961.32 4 Certificate of Deposit#052-0361727-Fulton Bank 78,000.00 Accrued interest on Item 4 through date of death 399.50 5 Certificate of Deposit#930-0162440-Fulton Bank 20,000.00 Accrued interest on Item 5 through date of death 71.85 6 Diamond Credit Union CD#113 26,000.00 Accrued interest on Item 6 through date of death 43.34 7 Diamond Credit Union CD#114.1 60,000.00 Accrued interest on Item 7 through date of death 55.30 8 Diamond Credit Union Share Account#442815 5.03 9 Fulton Bank Checking -#3624-43211 9,174.14 Accrued interest on Item 9 through date of death 0.33 Total of Continuation Schedule See attached page TOTAL(Also enter on Line 5, Recapitulation) 498,306.26 (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 E(Rev. 11-10) Rev-1508 EX.(11-10) SCHEDULE E pennsylvania CASH BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE , RESIDENT EDEN RETURN PERSONAL PROPERTY RESIDENT DECEDENT continued ESTATE OF Stewart, Milton E. FILE NUMBER 21-13-1060 ITEM NUMBER DESCRIPTION VALUE AT DATE 10 Integrity Bank CD#1041110 OF DEATH 28,048.85 11 Integrity Bank CD#3017127 26,429.77 12 Integrity Bank CD#3019727 20.063.87 13 Integrity Bank CD 1041102 '- 27,980.17 14 Integrity Bank CD 303000081 50,000.00 15 Metro Bank CD#7700174653 51,249.82 Accrued interest on Item 15 through date of death 72.85 16 National Penn CD#3000117703 40,000.00 Accrued interest on Item 16 through date of death 42.44 17 Susquehanna Bank Checking -#5300284782 17,830.98 Accrued income on Item 17 through date of death 1.27 18 AARP - Refund on membership 9.62 19 Capital Blue Cross-Refund on health insurance premium 678.13 20 Comcast-Refund on cable bill 24.69 21 Liberty Mutual -Refund on renters insurance 44.00 22 Unity Financial Life Insurance Company- Refund on life insurance premium 138.38 TOTAL(Also enter on Line 5, Recapitulation) 498,306.26 Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10) Rev-1510 EXa(08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND RESIDENT DE EDENTTURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF Stewart, Milton E. FILE NUMBER 21-13-1060 This schedule must be completed and tried if the arms'to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY NUMBER THELDATE OP E F TRANSFEREE TA EIRELATIONSHIP D TO REAE ESTATE. DATE OF DEATH %OF DECD'S EXCLUSION VALUE OF ASSET INTEREST (IFAPPLICABLE) TAXABLE VALUE 1 Certificate of Deposit#052-0361670 -Fulton Bank In Trust For Andrea Bortz 100.000% 0.00 DOD Value:$45,036.50 -includes accrued interest Taxable Amount: $45,036.50 *Please bill separately 2 Certificate of Deposit#052-0361690 -Fulton Bank In Trust For Kellie J. Stewart 100.000% 0.00 DOD Value:$32,002.59-includes accrued interest Taxable Amount: $32,002.59 *Please bill separately 3 Certificate of Deposit#052-0361720-Fulton Bank In Trust For Cindy M. Stewart 100.000% 0.00 DOD Value$25,116.37 includes accrued interest Taxable Amount$25,116.37 *Please bill separately 4 Certificate of Deposit#052-0361724-Fulton Bank In Trust for Cindy M. Stewart 0.00 100.000% 0.00 DOD Value$25,332.64 includes accrued interest Taxable Value$25,332.64 *Please bill separately 5 Certificate of Deposit#052-0370801 -Fulton Bank 100.000% In Trust For Glenn A. Stewart 0.00 DOD Value: $50,532.59-includes accured interest Taxable Amount: $50,532.59 *Please bill separately 6 Certificate of Deposit#930-0161106-Fulton Bank In Trust For Heather Stewart 100.000% 0.00 DOD Value:$20,138.55 includes accrued interest Taxable Amount: $20,000.00 *Please bill separately Total of Continuation Schedule ee attached page TOTAL (Also enter on Line 7, Recapitulation) 0.00 Copyright(c)2009 form software only The(if rn— t,GCv is Group, Inc.eed,additional pages of the same size) Form PA-1500 Schedule G(Rev. 08-09) Rev-1510 Ex+(OB-Og) pennsylvania SCHEDULE G DEPARTMENT OFREVENUE INTER-VIVOS TRANSFERS AND RESIDENT DE EDEN TURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT continued ESTATE OF Stewart, Milton E. FILE NUMBER 21-13-1060 ITEM DESCRIPTION OF PROPERTY NUMBER THE DATE OFiRANSFERSATTACHACOPYOFTHEDEED�RRCAEESTATE. DATE OF DEATH %oFDecD's VAI OF ASSET INTEREST (IFEAPVUCABNE) TVAXAUEE 7 Certificate of Deposit#930-0161219 -Fulton Bank In Trust For Madeline J. Brenner 100.000% 0.00 DOD Value:$20,138.55 includes accrued interest Taxable Amount: $20,138.55 *Please bill separately 8 Certificate of Deposit 3052-0339607-Fulton Bank In Trust For Glenn A. Stewart 100.000% 0.00 DOD Value:$50,000.00 Taxable Amount: $50,000.00 *Please bill separately 9 Integrity Bank-Certificate of Deposit#3017573 POD to Kellie Stewart 100.000% 0.00 DOD Value: $26000.00 Taxable Amount: $26000.00 *Please bill separately TOTAL(Also enter on Line 7, Recapitulation) 0.00 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev. 08-09) REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENT REVENUE INHERITANCE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF Stewart, Milton E. FILE NUMBER ITEM Decedent's debts must be reported on Schedule I. 21-13-1060 NUMBER DESCRIPTION A. FUNERAL EXPENSES: AMOUNT See continuation schedule(s) attached 9,180.00 B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Glenn A. Stewart Lou Ann Stewart Street Address 204 Alanthia Lane City Etters State PA Zip 17319 Year(s)Commission Paid 2014 See continuation schedule(s) attached 24,900.00 2- Attorney's Fees Smigel, Anderson & Sacks, LLP 10,355.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent �----- 4. Probate Fees 558.50 5. Accountant's Fees 2,500.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(S) attached 707.20 TOTAL(Also enter on line 9, Recapitulation) 48,200.70 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 Stewart, Milton E. FILE NUMBER 21-13-1060 ITEM NUMBER DESCRIPTION Funeral Expenses AMOUNT 1 Schumacher& Benner Funeral Home -Funeral bill 8.980.00 2 Schumacher& Benner Funeral Home-Flowers for funeral 200.00 H-A �— s1180.00 P rs nal R_ eoresentative Com�isS;�� 3 Glenn A.Stewart-Co-Executor commission paid in 2014 204 Althania Lane, Etters, PA 17319 12,450.00 4 LouAnn Stewart-Co-Executor commission paid in 2014 217 Oak Hill Lane, Wyomissing, PA 19610 12,450.00 Other Administrative Costs H-131 24,900.00 5 Cumberland Law Journal-Advertisement 6 Glenn A. Stewart-Mileage and tolls 75.00 348.94 7 Susquehanna Bank Checking -Maintenance/Service Fee 10.00 8 Susquehanna Bank Checking -insufficientAddressFee 5.00 9 Susquehanna Bank Checking -Maintenance/Service Fee 10.00 10 Susquehanna Bank Checking -insufficient Address Fee 11 The Sentinel -Legal advertisement 5.00 253.26 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF Stewart, Milton E. FILE NUMBER 21-13-1060 ITEM NUMBER DESCRIPTION AMOUNT H-B7 707.20 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 E%a(12-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT DEPARTMENT OF REVENUE , INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF Stewart, Milton E. FILE NUMBER 21-13-1060 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death,including unraimb.oxed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Internal Revenue Service-2013 1040 Income Taxes 503.00 2 PA Department of Revenue-2013 PA 1040 Income Tax 181.00 3 West Shore EMS-ALS -Ambulance transfer pre-death 1,031.30 TOTAL(Also enter on Line 10, Recapitulation) 1,715.30 (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-1513 EX.(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT BENEFICIARIES ESTATE OF FILE NUMBER Stewart, Milton E. 21-13-1060 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE PERSONS)RECEIVING PROPERTY DECEDENT o Not Jst Trustees (Words) ($$$) I• TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 1 Andrea Boeshore Bortz Stepchild Forty-Five 3061 Mosser Drive Percent Allentown, PA 18103 2 Doris Ettinger(Eddinger) Niece Personal 817 Rice Street property Stowe, PA 19464 3 Glenn A.Stewart Son Forty-Five 204 Alanthia Lane Percent Etters, PA 17319 Total Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet,as a......iate. NON-TAXABLE DISTRIBUTIONS: gI• A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 St. Paul's United Church of Christ 44,839.03 TOTAL OF PART If-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 44,839.03 Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 01-10) Informational Copy SCHEDULE Y-19A Do Not File Inheritance Tax Paid @ 5% Discount ESTATE OF FILE NUMBER Stewart, Milton E. 21-13-1060 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Register of Wills -Prepayment of PA Inheritance Tax 18,000.00 TOTAL(Also enter on Line 10, Recapitulation) 18,000.00 (If more space is needed,additional pages of the same size) Copyright(c)2002 form software only The Lackner Group, Inc. S ' .Y 1, MILTON E. STEWART, of the Commonwealth of 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, and do hereby revoke any and all Wills by me heretofore made. 1. 1 order and direct my Co-Executors hereinafter named to pay all my just debts and funeral expenses as soon as conveniently possible after my decease. I direct that all taxes that may be assessed in consequence of my death, of whatsoever nature and by whatever jurisdiction imposed, including interest and penalties thereon, if any, and with respect to all property forming my gross estate for death tax purposes, whether passing under this Will or otherwise, shall be paid from my residuary estate as part of the expense of the administration of my estate without apportionment or right of reimbursement. 2. 1 give, devise and bequeath all my household articles and furnishings equally unto my son, Glenn A. Stewart, and my step-granddaughter, Andrea Boeshore. In the event that there are any items which neither of them desires, I direct that said remaining items shall be distributed unto my wife's niece, Dorris Ettinger. 3. 1 give, devise, and bequeath all the rest, residue, and remainder of my estate, real, personal, and mixed, of whatsoever kind and wheresoever situate, in the following manner: - A. Ten (10%) percent thereof unto St. Paul's United Church of Christ in Amity Township, Berks County, Pennsylvania; B. Forty-Five (45%) percent unto my son, Glenn A. Stewart. in the event that my son, Glenn A. Stewart should predecease me or should die within thirty (30) days after my decease, I direct that his share shall be distributed unto my daughter- in-law, Heather 0. Stewart. In the event that both my son, Glenn A. Stewart and my daughter-in-law, Heather 0. Stewart should predecease me or should die within thirty(30)days after my decease, I direct that this share shall be distributed unto my said son's issue, per stirpes. C. Forty-Five (45%)percent unto my step-granddaughter, Andrea Boeshore. In the event that my said step-granddaughter should predecease me or should die within thirty (30) days after my death, i direct that this share of the residue of my estate shall lapse. 4. 1 nominate, constitute, and appoint my son, Glenn A. Stewart, and my daughter- in-law, Lou Ann Stewart, Co- Executors of this, my Last Will and Testament. 5. 1 direct that no bond shall be required of my Co-Executors under this Will in Pennsylvania or anv other jurisdiction. of IN WITNESS WHEREOF, I have hereunto set my hand and seal this ay ( b 2005. t7 (SEAL) MILTON E. STEWART Signed, Sealed, Published, and Declared by the above-named Testator, MILTON E. STEWART, as and for his Last Will and Testament, in our presence, at his request, and in the Presence of each other, have hereunto subscribed our name as witnesses: v - 3 Integrity Bank 3314 Market Street Camp Hill,PA 17011 November 14,2013 a A N K Joanne A. Bradley Paralegal of Smigel,Anderson&Sacks LLP 4431 North Front Street Harrisburg,PA 17110 Ms.Joanne A. Bradley: This letter is in reference to an account inquiry for Milton E. Stewart. The following is a listing of account types, account numbers, account titles, and account balances for the date of death: August 18, 20I3. All accounts lasted are showing a status of closed. Account Opened Account Type Account Number Account Title Balance 9/01/10 Time Deposit 1041110 Milton Stewart $28,048.85 ✓ 9101/10 Time Deposit 1041102 Milton Stewart $27,980.17 4/19/10 Time Deposit 3017127 Milton Stewart $26,429.77 ¢ 5/25/10 Time Deposit 3017573 Milton E, Stewart $26,107,66 POD Beneficiary(ies) Kellie Stewart _ 1/19/12 'Time Deposit 3419727 Milton E. Stewart $20,06187 v' POA Glenn Stewart 8/02/13 Time Deposit 303000081 Milton E. Stewart $50,000.04 w/ POA Glenn Stewart I hope this satisfies your request for information. If the above is not satisfactory,please feel free to contact me with any further questions. Sincerely, c Kristy A. We 11 er Call Center Specialist-Integrity Bank kweller@integritybarikonline.com (717)920-4900 3345 Market Street Camp Hill,PA 17011 4 Phone.717-920-4900 n 877-1-HA VF.IT^Far:717-920-4904=wwwhmpirybankontine.com BANK Harrisburg,g, PA 17111 m8 m u®bank.com 12/27/13 Joanne A. Bradley, Paralegal Smiegel, Anderson, & Sacks, LLP 4431 North Front St. Harrisburg, PA 17110 RE: Estate of: Milton Stewart Tax Identification Number: 162-05-7875 Date of Death: August 8, 2013 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: CD Account Number: 7700174653 Date Opened: 07/29/2010 Date Closed: 11/18/2013 Primary owner: Milton St--Wart Principal Balance: $51,249.82 Accrued Interest: $72.85 Date of Death Balance: $51,322.67 Please feel free to contact us at 1-888-937-0004 if we may be of further assistance. Sincerely, Jennifer Jacobs Research Associate Metro Bank NATIONAL PE BANKING I INSURANCE I INVESTMENTS I TRUST November 14,2013 Joanne A. Bradley Smigel, Anderson& Sacks LLP River Chase Office Center 3rd Floor 4431 North Front Street Harrisburg, PA 17110 RE: Estate of Milton E. Stewart Dear Ms. Bradley: Listed below is the information you requested concerning the account(s) held by the above- named decedent with our bank. The balances were taken as of the date of death, August 18, 2013. #3000117703 Certificate of Deposit: Milton E. Stewart ITF James E. Steward, Glen A. Stewart Opened: January 24, 2005 Changes in Account Title: Milton E. Stewart Date of Change: January 24, 2008 Date Rolled Over: July 24, 2011 Balance: $40,000.00 + $42.44 Accrued Interest Closing Date: October 8, 2013 Closing Balance: $40,124.20 If you have any further questions, please contact me at 610-369-6358. Sincerely, DIANE L. MASON Assistant Vice President DLM:d1k 1.800.822.3321 1 www.nationalpenn.com I Philadelphia&Reading Avenues I P.O. Box 547 1 Boyertown, PA 19512 Susquehann4a October 31, 2013 Susquehanna Bancshares, Inc. 26 North Cedar Street P.O. Box 1000 Lititz,PA 17543-7000 SMIGEL ANDERSON& SACKS Tel 1.800.311.3182 RIVER CHASE OFFICE CENTER 3RD FL Fax 717.625.4478 4431 NORTH FRONT STREET HARRISBURG PA 17110-1778 RE: Milton E Stewart Estate DOD: 8/18/2013 SS#: Tracking# 344416 To Whom It May Concern: In response to your letter of October 29, 2013,here is the above customer account information as of August 18,2013. o Account Title: Milton E Stewart * Account Type/# Checking 5300284782 e Date Opened/Maturity 3/16/1998 o Interest Rate: .10% �. Account Balance*: $17,830.98 e Accrued Interest: $1.27 C YTD Interest: $0.00 *Account balance does not include accrued interest. ® There is no safe deposit box in the name of the decedent. If I can be of further assistance, please feel free to call. Dawn M Berrier Susquehanna Bank Deposit Research-Reporting Department Lead 1-717-625-6546 DMB/aed LISTENING IS JUST THE BEGINNING November 8,2013 Smigel Anderson&Sacks LLP River Chase Office Center 3rd Fl 4431 N Front St Harrisburg PA 17110 Dear Ms. Bradley, RE: Milton E Stewart,deceased 8/18/2013 In response to your recent inquiry concerning the accounts maintained in the name of the decedent,please be advised that the following accounts were open at the date of death: Checking#3624-43211, opened 1/29/10, date of death balance$9174.47,(accrued interest of.33 would not have been payable had the account been closed on the date of death)titled in his name alone with Glenn A Stewart and Lou Ann Stewart as power of attorney. DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLL OVER MATURITY 052-0361670 45000.00 36.50 2.96 8/9/10 N/A 10/9/14 (titled In Trust For Andrea Bortz) .052-0361686 32000.00 .61 .70 8/18/10 8/18/13 8/18/16 (titled in his name alone) 052-0361690 32000.00 2.59 2.96 8/18/10 N/A 10/18/14 (titled In Trust For Kellie J Stewart-added ITF on 5/28/13) X052-0361720 25000.00 116.37 1.04 3/9/10 3/9/13 7/9/16 i(titled In Trust For Cindy M Stewart,with Glenn A Stewart and Lou Ann Stewart as power of attorney) 052-0361724 25000.00 332.64 2.96 3/9/10 N/A 5/9/14 ✓(titled In Trust For Cindy M Stewart,with Glenn A Stewart and Lou Ann Stewart as power of attorney) /052-0361727 78000.00 399.50 2.96 6/17/10 N/A 8/17/14 (titled in his name alone) '052-0370801 50000.00 532.59 1.75 1/10/11 N/A 1/10/14 1(titled In Trust For Glenn A Stewart) ,,'052-3339607 50000.00 1125.45 2.50 9/28/10 N/A 11/28/14 ,! (titled In Trust For Glenn A Stewart) '930-0161106 20000.00 138.55 .75 9/17/12 N/A 9/17/15 (titled In Trust For Heather Stewart) ,;'930-0161219 20000.00 138.55 .75 9/17/12 N/A 9/17/15 ,r(titled In Trust For Madeline J Brenner) 930-0162440 20000.00 71.85 1.10 4/22/13 N/A 4/22/16 (titled in his name alone) If you should have any further questions,please do not hesitate to contact me at 717-327-2497. F, Very truly yours ! {r April Billett `,F:; Credit Confirmation Processor : !r , y R 800 R9, 00N.4 fultonbank.com ,[s C „�..� 0 4Jr117C'�m, t:�i�..? Fulton Bank,N.A.Member FDIC. Member dthe Fulton Financial Family. • r ��C�- r� 1�•v� h� fiamond c F a d i t Ualian November 11, 2013 1600 Medical Drive, Pottstown, PA 19464 (610)326-5490^(800) 593-1000 . Smigel, Anderson& Sacks LLP ww ,dia ndcu. rg 4431 Front St 3`d FL www.diamondcu.org Harrisburg, PA 17110-1778 RE: Estate of Milton E. Stewart, Deceased—August 18, 2013 Dear Ms. Bradley; The following accounts were held at Diamond Credit Union by Milton E. Stewart. Account# - 442815 S 1 —Membership Share Account Opened—September 12, 2002 Balance w/interest til date of death- $5.03 Accrued Interest for 2013 til date of death - $0 Joint Owners—none Closing Balance - $5.03, 10-8-2013 I13 —24 Month Certificate Opened—June 3, 2013 Balance w/interest til date of death - $26043.34 Accrued Interest for 2013 til date of death - $43.34 Joint Owners—none Closing Balance - $26072.46, 10-8-2013 I14.1 —36 Month Certificate Opened—August 15, 2011 Balance w/interest til date of death- $60055.30 Accrued Interest for 2013 - $767.97 Joint Owners—none Closing Balance - $60223.37, 10-8-2013 If you have any further questions, please contact Member Service Associates at 610-326-5490 x 2088. Sincerely, Anne M;Kalick Member Service Associate Diamond,Credit Union