HomeMy WebLinkAbout05-22-14 J 1505610143
REV-1500 EX(02-11) ;
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county code Year File Number
Bureau of Individual Taxes nerAmamTe>urvvme
PO BOX.280601 INHERITANCE TAX RETURN 21 13 1277
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
10 26 2013 11 03 1914
Decedent's Last Name Suffix Decedent's First Name MI
SAWYER EDWARD H
(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 El 2. Supplemental Rehm El 3. Prior inderlR3ettu2r)(Dale of Death
to 4. Limited Estate qa,Future Interest campmmlee 5. Federal Estate Tax Return Required
(date of death sf er 12A 2.82) Ll
g Decedent Died Teslete 7 DAticatle�oPalni9jnReadt)a LNing Trust 1 e. Total Number of Safe Deposit 80X08
(Attach Copy of Will l ch W
9. Litigation Proceeds Received 10.GVNieenPyi3t-JCre i1{ %%of Death 11.Election to tax under Sec.911 3(A)
tl (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDMUND G MYERS (717) 761 4540
S
REGISTER OF WILLCSE ONLY
s rn
o I�1 n
First Line of Address � � - :B C�- �
301 MARKET STREET rn s n cn T
n r. N a
1rn
Second Line of Address F ��
PO sox 109 `' °
G7 L7 C:T 'rt
City or Post Office State ZIP Code QgT ILE,p3 _ "+T
k-
LEMOYNE PA 17043 r- M
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t v1
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Correspondent's e-mail address: eampjdsw com
Linde raffles 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 rue,do ect and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN E F RSON RESPONSIBLE FOR FILING RETURN DATE
Manufacturers and
V•P /k't 7-1 � • c -Iy(_ Trust Company
ADDRESS
3607 Derry Street Harrisburg PA 17111
SIGNATURyf1FER O/ R THAN REPRESENTATIVE DATE
✓/✓/LLff// i%•fi///►... Edmund G. Myers
ADDRESS T
301 MARKET STREET, Lemoyne, PA 17043
1505610143 Side 1 1505610143 J
A�CJ
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
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 pre arer has any knowledge.
Signature#2 I L . . —
Name Betty sawyer rown
Addressl 1466 Hillcrest Court
Address2
City, State,Zip Camp Hill,PA 17011
Date —
J 1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent a Name. Sawyer, Edward H
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2. 1 , 076, 544 . 28
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)............... 5. 294 , 916 . 62
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Nt Probate Property
(Schedule G) a Separate Billing Requested............ 7, 268 , 182 . 15
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8, 1 , 639, 643 . 05
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 100 , 728 . 59
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)............................ 10. 21 , 034 . 80
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 121 , 763 . 3 9
12. Net Value of Estate(Line 8 minus Line 11)..............:........................................... 12. 1 , 517 , 879 . 66
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 1 , 517 , 879 . 66
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 15 0 • 00
(a)(1.2)X .00
16. Amount of Line 14 taxable 0 . 00 16. 0 • 00
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12 20 , 000 . 00 17. 2 , 400 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 1 , 497 , 879 . 66 18. 224 , 681 . 95
19. TAX DUE................................................................................................................ 19. 227 , 081 . 95
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. - El
Side 2
1505610243 1505610243
REV-1500 EX Page 3 File Number 21-13-1277
Decedent's Complete Address:
DECEDENT'S NAME
Sawyer, Edward H
STREETADDRESS
824 Lisburn Road
CITY STATE ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 227,081.95
2. Credits/Payments
A. Prior Payments 165,000.00
B. Discount 8,684.21
Total Credits(A +B) (2) 173,684.21
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
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) 53,397.74
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?........ ........ .................. ........ ........................................._....................... ❑ ❑x
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 L1 contains a beneficiary designation?.................................................................................................................. x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994 and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
(72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(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)(1.3)]. A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1503 EX.(6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
All property jointly-owned with right of survivorship must bedisclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
Deutsche Investment Account-Items No. 1
Date of Death Valuation is Attached
1 23337P209 2,061.907 shares of DWS Income TR GNMA Fund 14.43 29,753.32
Indegendently,Owned Stocks -Items No. 2.3 and 4
EstateVal Valuation for Each Stock is Attached
2 3142OC704 5,740.412 shares of Federated Income Securities Trust- 7.56 43,397.51
Fund Free Usgvt A
3 55273N673 2,636.758 shares of MFS Municipal Series Trust-PA 9.84 25,945.70
Municipal Bond Fund B
Accrued dividend on Item 3 through date of death 54.48
4 693475105 1,247 shares of PNC Financial Services Group Inc -Com 75.225 93,805.58
Accrued dividend on Item 4 through date of death 548.68
Janney Montgomery Scott Investment Account-Items No. 5
through 14
Date of Death Valuation is Attached
5 096627104 400 shares of Boardwalk Pipeline Partners LP 31.1775 12,471.00
6 23334J107 1,000 shares of DTF Tax-Free Income Inc-Com 14.21925 14,219.25
Accrued dividend on Item 6 through date of death 70.00
Total of Continuation Schedules See attached
pages
TOTAL(Also enter on Line 2, Recapitulation) 1,076,544.28
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-98)
Rev-1503 EX+(696)
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
7 278261-280 1,377.366 shares of Eaton Vance Municipals Trust-PA 8.72 12,010.63
Municipal A
Accrued dividend on Item 7 through date of death 36.52
8 46132K109 1,002 shares of Invesco PA Value Municipal Income TR 12.601475 12,626.68
Accrued dividend on Item 8 through date of death 75.15
9 559080106 200 shares of Magellan Midstream Partners-Com Unit Rp 59.8275 11,965.50
Lp
10 707884102 500 shares of Penn Va Resource Partners L-Com 26.0475 13,023.75
11 709235SA4 10,000 shares of Pennsylvania State Univ 108.014 10.801.40
Accrued dividend on Item 11 through date of death 98.61
12 717817JK7 10,000 shares of Philadelphia PA ARPT Rev 100.579 10,057.90
Accrued dividend on Item 12 through date of death 163.75
13 746870104 1,137.599 shares of Putnam Tax Exempt Income Fund- 8.44 9,601.34
Shares Ben Interest A
Accrued dividend on Item 13 through date of death 27.91
14 819747AM8 25,000 shares of Sharon PASan Authority Swr Rev 96.515 24,128.75
Accrued dividend on Item 14 through date of death 78.13
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev. 6-98)
R9,1603 EX-(6-96)
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INFER ITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
Oppenheimer Investment Account No.A09-0231901-128-
Items No. 15 through 29
Date of Death Valuation is Attached
15 00142J255 4,660.171 shares of AIM Counselor SerTrInv PA Tfx Fd A 15.61 72,745.27
Accrued dividend on Item 15 through date of death 196.21
16 00142J248 679.348 shares of AIM Counselor SerTrInv PA TxFree Inc B 15.65 10,631.80
Accrued dividend on Item 16 through date of death 28.66
17 001420706 18,901.356 shares of AIM Investment Securities Funds Inc- 4.46 84,300.05
HI Yield CL A
Accrued dividend on Item 17 through date of death 344.00
18 026545103 1,785.94 shares of Americ Hi-Inc Municipal Bond Fund Inc - 14.40 25,717.54
Com
Accrued dividend on Item 18 through date of death 86.49
19 0925513107 1,050 shares of Blackrock Municipal Fund Yield PA City Fd 13.1525 13,810.13
Accrued dividend on Item 19 through date of death 77.70
20 26202D649 5,546.169 shares of Dreyfus Premier St Municipal Bond 15.83 87,795.86
Fund -PA Series CL A
Accrued dividend on Item 20 through date of death 226.94
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-96)
Rev-1503 EX+(6-98)
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T"RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
21 277911103 1,851 shares of Eaton Vance Mutual Funds Trust-Govt 6.97 12,901.47
Oblig A
Accrued dividend on Item 21 through date of death 37.04
22 353496300 35,614.982 shares of Franklin Custodian FundsInc-Income 2.40 65,475.96
Fund CL A
23 354723801 6,047.673 shares of Franklin Tax Free Trust-PA Tax Free 10.05 60,779.11
Income A
Accrued dividend on Item 23 through date of death 175.50
24 453320103 7,259.39 shares of Income Fund American Inc-Com 20.36 147,801.18
25 46132K109 616 shares of Invesco PA Value Mun Income TR 12.601475 7,762.51
Accrued dividend on Item 25 through date of death 46.20
26 670972108 11135 shares of Nuveen PA Investment Qual Municipal Fund 12.5783 14,276.37
-Com
Accrued dividend on Item 26 through date of death 79.45
27 693517106 600 shares of PPL Corp -Com 30.706250 18,423.75
28 262470107 2,321.007 shares of Prudential National Muni Fd Inc. -CL A 14.58 33,640.26
29 94985D699 6,544.926 shares of Wells Fargo Advantage Fds Wfa PN Txfr 11.28 73,826.77
Fd A
Accrued dividend on Item 29 through date of death 196.50
TOTAL(Also enter on Line 2, Recapitulation) 1,076,544.28
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-98)
Rev-1508 EX+(11-10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
Include the proceeds of litigation and the dale the proceeds were received by the estate.
All property jointly-owned with the night ofsurvivoiship must be disclosedon schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Discover Certificate of Deposit Account No.0263-Date of Death letter is Attached 34,140.32
2 Discover Certificate of Deposit Account No. 6650-Date of Death Letter is Attached 34,127.08
3 M&T Bank Checking Account No. 75660822 -Date of Death Letter is Attached 87,767.53
4 - Members First Life Savings Account No.7147-04-Date of Death Letter for All Members First 4,000.41
Accounts is Attached
5 Members First Regular Savings Account No.7147-00 583.13
6 Santander Certificate of Deposit Account No.7683475474-Date of Death Letter for all 8,248.51
Santander Accounts is Attached
7 Santander Checking Account No. 1051085284 50,719.45
8 Wells Fargo Certificate of Deposit Account No.7509-Date of Death Letter for all Wells Fargo 24,202.07
Accounts is Attached
9 Wells Fargo Checking Account No. 1331 100.96
10 Wells Fargo Savings Account No.6918 46,266.17
11 PA Department of Revenue-2013 Personal Income Tax Return Refund 157.00
12 Santander-Identity Protection Refund 15.99
13 U.S.Treasury-2013 Personal Income Tax Return Refund 923.00
14 Woods at Cedar Run-Reimbursement on Account 1,665.00
TOTAL(Also enter on Line 5, Recapitulation) 294,916.62
(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-1510 EXa(09-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
This schedule must be completed and filed P the answer to any of questions 1 through 4 on page three of the REV-1500 is yes
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECDS EXCLUSION TAXABLE
NUMBER INCLUDE NAIVE TRANSFER TRANSFEREE A COPY OF THE DEED OR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 American General Flexible Premium Non-Qualified 25,770.96 25,770.96
Tax Deferred Annuity - Beneficiary(ies): Jeffrey
Sawyer, Douglas Sawyer, Mary Beth Brown, Pamela
Banshees,Thomas Brown, Russell C. Brown, Jeffrey
Unger and Leslie Unger
Date of Death Valuation is Attached
2 Nationwide Non-Qualified Annuity Account No. 01 242,411.19 242,411.19
-5106813 -Beneficiary(ies): Jeffrey Sawyer, Douglas
Sawyer, Marybeth Brown, Pamela Barsness, Thomas
Brown, Russell C. Brown,Jeffrey Unger and Leslie
Unger
Date of Death Valuation is Attached
TOTAL(Also enter on Line 7, Recapitulation) 268,182.15
(If more space is needed,additional pages of the same size)
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 OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Manufacturers &Traders Betty S. Brown
Street Address 3607 Derry Street
City Harrisburg State PA zio 17111
Year(s)Commission Paid 68,529.00
See continuation schedule(s) attached
2. Attorney's Fees JOHNSON DUFFIE 30,000.00
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 1,023.50
5. Accountant's Fees
6. Tax Return Preparer's Fees 350.00
7. Other Administrative Costs 826.09
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 100,728.59
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
Sawyer, Edward H 21-13-1277
ITEM
NUMBER DESCRIPTION AMOUNT
Personal Representative Commissions
1 Betty Sawyer Brown -1465 Hillcrest Court, Camp Hill, PA 17011 26,600.00
2 Manufacturers&Traders Trust Company-3607 Derry Street, Harrisburg, PA 17111 41,929.00
H-B1 68,529.00
Other Administrative Costs
3 Betty Sawyer Brown -Express Mailing Fees 19.99
4 Cumberland County Register of Wills-Additional Short Certificates 20.00
5 Cumberland Law Journal-Notice of Estate Administration 75.00
6 Reserves—Miscellaneous Estate Expenses 500.00
7 Santander -Expense for Date of Death Valuation on Account 20.00
8 The Patriot News Co. -Notice of Estate Administration 155.10
9 Vital Records-Additional Death Certificates 36.00
H-B7 826.09
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX.(12-05)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
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 Betty Sawyer Brown- Power of Attorney Fees for the Care and Maintenance of Edward H. 15.500.00
Sawyer
2 CMS Medicare Premium 157.40
3 CMS Medicare Premium 157.40
4 HCR Manor Care Services 4,999.50
5 Heartland Pharmacy of Pennsylvania 153.00
6 Johnson Duffle Stewart&Weidner-Estate Planning Fees Owed Prior to Death 67.50
TOTAL(Also enter on Line 10, Recapitulation) 21,034.80
(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-(01-11))
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sawyer, Edward H 21-13-1277
NUMBER NAME AND ADDRESS OF DECEDENT RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
PERSONS)RECEIVING PROPERTY (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 Pamela Brown Bareness Niece 1/8th of Residue
5728 Wentworth Avenue
Minneapolis, MN 55419
2 Betty Sawyer Brown Sister Ten Thousand
1465 Hillcrest Court ($10,000.00)
Camp Hill, PA 17011 Specific Bequest
3 Marybeth Brown Niece 1/8th of Residue
2722 Walnut Street
Apt.A
Camp Hill, PA 17011
4 Russell C Brown Nephew 1/8th of Residue
603 Hummel Avenue
Apt. 2
Camp Hill, PA 17011
5 Thomas K Brown Nephew 1/8th of Residue
1105 SE Spring Street
Pullman,WA 99163
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 01-10)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Edward H Sawyer 1012612013 181-07-0526
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Douglas Arden Sawyer Nephew 1/8th of Residue
1644 Wildwood Creek Lane
Jacksonville, FL 32246
7 Harry F Sawyer Jr Brother Ten Thousand
27021 Old Port Road ($10,000.00)Specific
Millsboro, DE 19966 Bequest
8 Jeffrey Martin Sawyer Nephew 1/8th of Residue
23 Fulton Avenue
Stewartstown, PA 17363
9 Franklin Unger Brother-in-Law Ten Thousand
16C Dixie Lane ($10,000.00)Specific
Jackson, NJ 08527 Bequest
10 Jeffrey Unger Nephew 1/8th of Residue
2210 Diana Lane
Wall, NJ 07719
11 Leslie Unger Niece 1/8th of Residue
2210 Diana Lane
Wall, NJ 07719
1
ESTATE OF EDWARD K SAWYER
SCHEDULE OF EXHIBITS
EXHIBITA Last Will and Testament for Edward K Sawyer signed and dated
April 18, 1988
EXHIBIT B Codicil to Last Will and Testament signed and dated November 5,
1997
EXHIBIT C Receipt from Cumberland County Register of Wills,for Prepayment
made of$165,000.00
EXHIBIT D EstateVal Valuation for Deutsche Account holding DWS Mutual
Fund - SCHEDULE B-ITEM 1
EXHIBIT E EstateVal Valuation for Federated Mutual Fund - SCHEDULE B —
ITEM 2
EXHIBIT F EstateVal Valuation for MFS Municipal Series Trust SCHEDULE B
—ITEM 3
EXHIBIT G EstateVal Valuation for PNC Financial Services Group -
SCHED ULE B-ITEM 4
EXHIBIT H EstateVal Valuation for Janney Montgomery Scott Investment
Account - SCHEDULE B^-ITEMS 5 THRU 14
EXHIBIT EstateVal Valuation for Oppenheimer Investment Account -
SCHEDULE B^-ITEMS 15 THRU 29
EXHIBIT J Date of Death Letter from Discover - Certificate of Deposit
Account No. 0263 —SCHEDULE E--ITEM 1
EXHIBIT Date of Death Letter from Discover - Certificate of Deposit
Account No. 6650—SCHEDULE E—ITEM 2
EXHIBIT L Date of Death Letter from M&T Bank — Checking Account-
SCHEDULE E-ITEM 3
EXHIBIT M Date of Death Letter from Members First Federal Credit Union —
Life Savings/Regular Savings Accounts—
SCHEDULE E-ITEMS 4 AND 5
EXHIBIT N Date of Death Valuation from Santander — Certificate of Deposit
and Checking Accounts —SCHEDULE E—ITEMS 6 AND 7
EXHIBIT O Date of Death Valuation from Wells Fargo — Certificate of
Deposit, Checking and Savings Accounts — SCHEDULE E—ITEMS
8, 9 AND 10
EXHIBIT P Date of Death Letter American General — Annuity Contract No.
F✓245770—SCHEDULE G—ITEM 1
EXHIBIT Q Date of Death Valuation for Nationwide Annuity Contract No.
5106813 - SCHEDULE E—ITEM 2
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EDWARD H. SAWYER
N r' r7r
I/ EDWARD H. SAWYER, of the Borough of Lemoyne, r'CumberlV3d Coimty;
Pennsylvania, being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this as and for my Last Will and Testament,
hereby revoking and making void any and all wills and codicils at any time
heretofore made by me.
ARTICLE I
I direct the payment of all my legal debts, and the expenses of my last
illness and funeral from my estate as soon after my death as conveniently may
be done. I authorize my Executors to expend funds from my estate for the
purchase, erection and inscription of a suitable grave marker. All of the
foregoing shall be considered expenses of the administration of my estate.
ARTICLE II
I give and bequeath my automobiles, household and personal effects and
other tangible personalty of like nature (not including cash or securities) ,
together with any existing insurance thereon, unto my sister, BETTY SAWYER,
Camp Hill, Pennsylvania, and my brother, HARRY SAWYER, JR. , Millsboro,
Delaware, in equal shares to be divided between them as they shall agree,
provided that should either my brother or sister predecease me, I give and
bequeath the same unto the survivor of them. If both predecease me, I direct
that such items shall pass in accordance with Article VIII hereof as a part of
the residue of my estate.
ExHiBIT A
AWICLE IV
I give and bequeath the stun of Ten Thousand ($10,000.00) Dollars unto my
sister, BETTY SAWYER, provided she survives me.
ARTICLE V
I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars unto my
brother, HARRY SAWYER, JR. , provided he survives me.
ARTICLE VI
I give and bequeath the sum of Ten Thousand ($10,000.00) Dollars unto my
late wife's brother, FRANKLIN UNGER, Jackson, New Jersey, provided he survives
me.
ARTICLE VII
I give and bequeath the sum of Fifty Thousand ($50,000.00) Dollars unto the
TRINITY UNITED METHODIST CHURCH, 421 Bridge Street, New Cumberland,
Pennsylvania.
ARTICLE VIII
I give, devise and bequeath all the rest, residue and remainder of my
Estate of whatsoever nature and wheresoever situate, unto my nieces and nephews
and my late wife's nieces and nephews listed below who survive me, in equal
shares, share and share alike:
1. My brother's son, JEFFERY SAWYER, Stewartstown, Pennsylvania;
2. My brother's son, DOUGLAS SAWYER, Florida;
3 . My sister' s daughter, MARYBETH BROWN RADABAUGH, Camp Hill,
Pennsylvania;
4. My sister's daughter, PAMELA BROWN BARSNESS, Pensacola, Florida;
5. My sister's son, THOMAS K. BROWN, Madison, Wisconsin;
6. My sister's son, RUSSELL C. BROWN, Camp Hill, Pennsylvania;
7. My late wife's brother's son, JEFFREY UNGER, Manasquan, New Jersey;
8. My late wife's brother's daughter, LESLIE UNGER, Manasquan, New Jersey:
Should any person named in this Article VIII predecease me, I direct that
such person's share shall be divided equally among the surviving persons named
in this Article.
ABPICLE IX
I name, constitute and appoint my sister, BETTY SAWYER and DAUPHIN DEPOSIT
BANK AND TRUST COMPANY, Harrisburg, Pennsylvania, Co-Executors of this my Last
Will and Testament. If my sister, BETTY SAWYER, fails to qualify or ceases to
so act as Co--Executor, I direct that DAUPHIN DEPOSIT BANK AND TRUST COMPANY
shall complete the administration of my estate without the appointment of an
alternate Co-Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal., this -
day ofidtl. 1988.
C S]EAL)
EDWARD H. SAWYER
Signed, sealed, published and declared by the above-named Testator, as and
for his Last Will and Testament, in the presence of us, who at his request, in
his presence and in the presence of each other, have hereunto subscribed our
names as witnesses.
ACKNOWLEDGKE:Nr
COMMONWEALTH OF PENNSYLVANIA
ss:
COUNTY OF CUMBERLAND
I, EDWARD H. SAWYER, whose name is signed to the foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last will and Testament; that I signed
it willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
EDWARD H. . 71Y YER .'" %�
l
Sworn to or affirmed and acknowledged before me, by EDWARD H. SAWYER, this
z�
day of � `"✓ � 1988.
i
Notary Public
BONNIE L. STARR, Notary Public
Lemoyne Boro, Cumberiand County
14Y Commission Expires June 3, 1989
AFFIDAVIT.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND ss:
We, j/�/lIL4'S �. d%v and t,2� /
/ntU/'V ( —elar the witnesses
whose names are signed to the foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw the Testator
sign and execute the foregoing instrument as his Last Will and Testament; that
he signed willingly and that he executed it as his free and voluntary act for
the purposes therein expressed; that each of us in the hearing and sight of the
Testator signed the Will as witnesses; and that to the best of our knowledge,
the Testator was at that time eighteen (18) or more years of age, of sound mind
and under no constraint or undue influence.
rz
?z
Sworn r.
Sworn to, Dr affirmed and subscribed to before me by
V;kcjPoz.S witnesses, this "day of �!�t
1988. ` 6z
N Public
BONNIE L. STARR, Notary Public
Lemoyne Boro, Cumberland County
Fly Commission Expires June 3. 1989
i
I f
y v .
CODICIL
TO
TA'atst Vitt anb Vesta ent
OF
EDWARD H. SAWYER
I, EDWARD H. SAWYER, of Lower Allen Township, Cumberland County, Pennsylvania, being
of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be
the sole Codicil to my Last Will and Testament dated April 18, 1988.
ITEM I. I hereby delete Article Il and Article VII of my Will.
ITEM H. In all other respects, I hereby ratify, confirm and republish my Last Will and Testament
dated April 18, 1988,together with this Codicil as and for my Last Will.
C) r*r m
ca
n
M
Syr
rri z o
rn
z N s
C> o
c> CD 0
o c= '� � —
�'+ m
N c q
EXHIBIT B
IN WITNESS WHEREOF, I have hereunto set my hand on this day of
hI✓
1997.
�U/r
(SEAL)
EDWARD H.SAWYER
r
Signed, sealed, published and declared by the above-named Testator, as and for his Codicil to his
Last Will and Testament dated April 18, 1988, in the presence of us, who,at his request, in his presence and
in the presence of each other have hereunto subscribed our names as witnesses.
-Z-
l',
i
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, EDWARD H. SAWYER, and
the Testator and the witnesses,
respectively, whose names are signed to the attached or foregoing instrument, being first duly swom, do
hereby declare to the undersigned authority that the Testator signed and executed the instrument as the
Codicil to his Last Will and that he had signed willingly and that he executed it as his free and voluntary act
for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testator, signed the sole Codicil to his Will as witness and that to the best of his/her knowledge the Testator
was at that time eighteen years of age or older,of sound mind and under no constraint or undue influence.
EDWARD H. SAWYER
(Witness
1 c Una. l
Witness
Subscribed, swom to and acknowledged before me by EDWARD H. SAWYER, Testator, and
and 1� ...anv...�`�5....� N\ , witnesses,
this j)—"aay of <N 1997.
1,k ,—�
Notary Public
NOTARIAL SEAL
DIANNE LENIG,Notary Public
Lemoyne0orough Cumberland Co.
My Commission Expires Dec.21,1997
-3- m
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11.96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 1712B-0001
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT,
NO. CD 018681
MANUFACTURERS&TRADERS TRUST CO
3607 DERRY STREET
HARRISBURG, PA 17111
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 $165,000.00
ESTATE INFORMATION: SSN: 161-07-0526
FILE NUMBER: 2113-1277
DECEDENT NAME: SAWYER EDWARD H
DATE OF PAYMENT: 01/22/2014
POSTMARK DATE: 01/21/2014
COUNTY: CUMBERLAND
DATE OF DEATH: . 10/26/2013
TOTAL AMOUNT PAID: $165,000.00
REMARKS:
CHECK# 228526656
INITIALS: DMB
SEAL' • I RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
TAXPAYER
EXHIBIT C
J
Estate Valuation - Sawyer E -Deutsche
Date of Death: 10/26/2013 Estate of: Edward H Sawyer Estate
'Valuation Date: 10/26/2013 Account: 1045337
Processing Date: 01/17/2014 Report Type: Date of Death
Number of Securities: 1
File ID: sawyer deutsche 1.17,14
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Rid Adjustments Accruals Value
1) 2061,907 DWS INCOME TR (23337P209)
GNMA FD CL S
Mutual Fund (as quoted by NASDAQ)
10/25/2013 14.43000 Mkt -
14.430DD0 29,753,32
Total Value: $29,753,32
Total Accrual: $0.00
Total: $29,753.32
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please contact EVP Systems at.(518) 313-6300 or www.evpsys•com. (Revision 7.3.1)
EXH/8/T D
J
Estate Valuation - Sawyer Federeated
Date of Death: 10/26/2013 Estate of: Edward M Sawyer Estate
Valuation Date: 10/26/2013 Account: 1045337
Processing Date: 01/21/2014 Report Type: Date of Death
Number of Securities; 1
File ID: Sawyer federated
Shares Security Mean and/or Div and Int Security
or Par 'Description Nigh/Ask Low/Bid Adjustments Accruals .Value .
1) 5740.412 FEDERATED INCOME SECS TR (314200704)
FD FR USGVT A
Mutual Fund (as quoted by NASDAQ)
10/25/2013 7.56000 Mkt
7.560000 43,397.51
Total Value: $43,397.51
Total Accrual: $0.00
Total: $43,397.51
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please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)
EXHIBIT E
J
Estate Valuation - Sawyer, E Estate
Date of Death: 10/26/2013 Estate of: Edward Sawyer Estate
Valuation Date: 10/26/2013 Account: 1045337
Processing Date: 03/20/2014 Report Type: 'Date of Death
Number of Securities: 1
File ID: Sawyer Mrs 3.20.14
Shares security Mean and/or Div and Int Security
or Par Description High/ASk Low/Bid Adjustments Accruals Value
1) 2636:758 MFS MUN SEA TR (55273N673; MBPAX)
PA FUN BD FD B
Mutual Fund (as quoted by NASDAQ)
10/25/2013 9.84000 Mkt
9.840000 25,945.70
Daily Div. Accrual as of 10/26/2013 54.90
Total Value: $25,945.70
Total Accrual: $54.48
Total: $26,00D.18
I
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EXHIBIT F
Estate Valuation - Sawyer PNC Shares
Date of Death: 10/26/2013 Estate of: Edward Sawyer Estate
Valuation Date: 10/26/2013 - Account: 1045337
Processing Date: 01/09/2014 Report Type: Date of. Death
Number of Securities; 1
File ID: Sawyer Poe 1,9.14
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
l) 1247 PNC FINL SVCS GROUP INC (693475105)
COM
New York Stock Exchange
10/25/2013 75.37000 74.68000 HA
10/28/2013 75.66000 74.99000 H/L 75.2250D0 93,805,58
Div: 0.44 Ex: 10/10/2013 Rec: 10/15/2013 Pay: 11/05/2013 548.68
Total Value: $93,805,58
Total Accrual: $548.68
Total: $94,354.26
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please contact EVP Systems at (010) 313-6300 or www.evpsys.com. (Revision 7,3.1)
EXHIBIT G
J -
Estate Valuation- Sawyer Janney Mntg
Date of Death: 10/26/2013 Estate of: Edward H Sawyer Estate
Valuation Date: - 10/26/2013 . Account: 1045337
Processing Date: 01/31/2014 Report Type: Date of Death
Number Of Securities: 10
File ID: sawyer Janney mntg
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) SOODO PENNSYLVANIA ST UNIV (709235SA4)
Interactive Data Corporation
DID: 04/1012008 Mat: 08/15/2026 58
10/25/2013 107.99300 Mkt
10/28/2013 108.03500 Mkt
Int: 08/15/2013 to 10/26/2013 308.014000 98.61 10,801.40 �
2) 10000 PHILADELPHIA PA ARPT REV (717817JK7) '
Interactive Data Corporation
DID; 08/04/2005 Mat: 06/15/2029 4.58
10/25/2013 100.57100 Mkt
10/28/2013 100.5870D Mkt
-
In[: 06/15/2013 to 10/26/2013 100.579000 163,75 - 10,057.901,
3) 25000 SHARON PA SAN AUTH SNR REV (819747AM8)
Interactive Data Corporation .
DTD; 12/01/2007 Mat, 10/01/2037 4,58
10/25/2013 96.44600 Mkt
10/28/2013 96.58400 Mkt
Int: 10/01/2013 to 10/26/2013 96.515000 78.13 24,128.75
4) 1000 DTF TAX-FREE INCOME INC (23334J101)
cam
New York Stock Exchange
10/25/2013 14,24500 14.19200 H/L
10/28/2013 14.26000 14.18000 H/L '
'
Div: 0.01 Ex: 10/10/2013 Rec: 10/15/2013 Pay: 10/31/2013 14.219250 70.00 14,219.25
5) 1377.366 EATON VANCE MUMS TR (278261280)
PA MUM INCH A
Mutual Fund (as quoted by NASDAQ)
10/25/2013 8.72000
Daily Div, Accrual as of 10/26/2013 8.720000 36.52 12,010.63
6) 1002 INVESCO PA VALUE MUM INCOME TR (46132K109)
cam
New York Stock Exchange
10/25/2013 12.62590 12.50000 H/L
10/28/2013 12:69000 12.59000 H/L
Div: 0.075 Ex: 10/09/2013 Rec: 10/11/2013 Pay: 10/31/2013 12,.601475 75.15 12,626.68
7) 1137.599 PUTNAM TAX EXEMPT INCOME FO (746870104)
SH BEN INT A
Mutual Fund (as quoted by NASDAQ)
10/25/2013 8.44000
8.940000 9,601.34
Dally Div. Accrual as of 10/2612013 27.91
I 81 400 BOARDWALK PIPELINE PARTNERS LP (096627104)
UT LTD PARTNER
New York Stock Exchange
10/25/2013 31.80000 31.22000 HA
10/28/2013 31.45000 30.24000 H/L
31,177500 12,471.00
9) 200 MAGELLAN MIDSTREAM PRTNRS LP (559080106)
CON UNIT RP LP
New York Stock Exchange
10/25/2013 60.5900D 59.81000 H/L
10/28/2013 60.48000 58.43000 H/L 59.827500 11,965.50
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EXHIBIT H
Date of Death: 10/26/2013 - Estate of: Edward H Sawyer Estate
Valuation Date: 10/26/2033 Account: 1045337
Processing Date: 01/31/2014 Report Type: Date of Death
Number of Securities: 10
Pile 10; sawyer Janney mntg
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
10) 500 PVR PARTNERS L P (707884102)
COM UNIT REPTG L
New York Stock Exchange
10/25/2013 26.16000 25.85000 H/L
10/28/2013 26.26000 25.92000 H/L
26.047500 13,023.75 i,
Total Value: $130,906.20
Total Accrual: $550.07
Total: $131,456.27
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Estate Valuation -Sawyer Oppenheimer
Date of Death: 10/2612013 Estate of: Edward H Sawyer Estate
Valuation Date: 10/26/2013 Account: 1045337
Processing Date: 01/31/2014. Report Type: Date of Death
Number of Securities: 15
File ID: sawyer Oppenheimer 1.21.14
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
2) 18901,356 AIM INVT SECS FDS (00142C706(
INVSC HIGH YLD A
Mutual Fund (as quoted by NASDAQ)
10/25/2013 4,46000
4.460000 84,300.05
Daily Div. Accrual as of 10/26/2013 344.00
3) 679.348 AIM COUNSELOR SER TR (00142J248(
INV PA TXF INC B
Mutual Fund (as quoted by NASDAQ)
10/25/2013 15.650DO
15,650000. 10,631.80
Daily Div. Accrual as of 10/26/2013 28.66
4) 1851 EATON VANCE NUT FDS TR (277911103) .
GOVT OBLIG A
Mutual Fund (as quoted by NASDAQ)
10/25/2013 6.97000
6,970000 12,901.47
Daily Div. Accrual as of 10/26/2013 - 37.04
.5) 35614.962 FRANKLIN CUSTODIAN FDS INC (353496300)
INCOME FD CL A
Mutual Fund (as quoted by NASDAQ) ,
10/25/2013 2.40000 Mkt
2,400000 85,475.96
6) 7259.39 INCOME FD AMER INC (453320103)
CL A
Mutual Fund (as quoted by NASDAQ)
10/25/2013 20.36000
20.360000 147,801.18' '
7) 2321.007 PRUDENTIAL NAIL MUNI FD INC (262470107)
CL A
Mutual Fund (as quoted by NASDAQ(
10/2512013 14.58000 Mkt
14.580000 33,840.28
8) 6544.926 WELLS FARGO ADVANTAGE FDS (94985D699)
WFA PN TXFR FO A
Mutual Fund (as quoted by NASDAQ) .
10/25/2013 11.28000
11.200000 73,826.77
,Daily Div. Accrual as of 10/26/2013. 196.50
9) 4660.171 AIM COUNSELOR SIR TR (00142J255)
INV PA TFX INC A
Mutual Fund (as quoted by NASDAQ)
10/25/2013 15.61000
15.610000 72,745.27
Daily Div. Accrual as of 10/26/2013 196.21
10) 1785.94 AMERICAN HIGN-INCOME MON BD FD (026545103)
COM
Mutual Fund (as quoted by NASDAQ)
10/25/2013 14.40000
14.400000 25,717.59
Daily Div. Accrual as of 10/26/2013 66.49
11( 5546.169 DREYFUS ST MUN BD FD (26202D649)
PA SER CL A
Mutual Fund (as quoted by NASDAQ)
10/25/2013 15.83000
15.830000 87,795.86
Daily Div. Accrual as of 10/26/2013 226.94
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ExHISIT I
I
Date of Death; 10/26/2013 Estate of: Edward H Sawyer Estate
Valuation Date: .10/26/2013 Account: 1045337
Processing Date: 01/31/2014 Report Type: Date of Death
Number of Securities: 15
File ID; sawyer oppenheimer 1.21.14
Shares Security Mean and/or Div and Int Security
or Par Description Nigh/Ask Low/Bid Adjustments Accruals Value
12) 6047.673 FRANKLIN TAX FREE TR (354723801)
PA T/F INCM A
Mutual Fund (as quoted by NASDAQ)
10/25/2013 10.05000
10.050000 60,779.11
Daily Div. Accrual as of 10/26/2013 175.50
13) 1050 BLACKROCK MUNIYIELD PA QLTY FD (09255G107)
COM
New York Stock Exchange
10/25/2013 13.19000 13,09000 H/L
10/28/2013 13.20000 13.13000 H/L
13.152500 13,81D.13
Div: 0.074 Ex: 10/11/2013 Rec: 10/16/2013 Pay; 11/01/2013 77.70 V
14) '616 INVESCO PA VALUE NUN INCOME TR (46132X109)
COM
New York Stock Exchange
10/25/2013 12.62590 12.50000 H/L
10/28/2013 12.69000 12.59000 H/L
12.601475 7,762.51
Div: 0.075 Ex: 10/09/2013 Rec: 10/11/2013 Pay: 10/31/2013 46,20"
15) 1135 NOVEEN PA INVT QUALITY MUN FD 4670972108)
COM
New York Stock Exchange
10/25/2013 12:65000 12.51000 H/L
10/28/2013 12.62000 12.53320 H/L
Div: 0.07 Ex: 10/10/2013 Rec: 10/15/2013 Pay: 11/01/2013 12.578300 79.45 14,276.37'
16) 600 PPL CORP (693517106)
COM
New York Stock Exchange
10/25/2013 30.81000 30.44000 H/L
10/28/2013 30.93000 30.64500 H/L
30.706250 18,423.75
Total Value: $750,088.05
Total Accrual: $1,494.69
Total: $751,582.74
Page 2
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DISC VER
March 7, 2014
M&T Bank
Attn: Shelly J Kunkel
3607 Derry Street
Harrisburg, PA 17111.1900 .
RE: Estate of Edward H Sawyer
Dear Sir/Madam:
Thank you for your recent Inquiry. The following is the Information you requested concerning the above
referenced estate:
Account Number ending in: 0263
Account Type: Certificate of Deposit
Account Status: Closed
Account Title: Edward H Sawyer-Sole Owner
No Payable on Death Beneficiary
Balance as of Date of Death: $34,140:32
Current Balance: $0.00
Interest Posted 10/26/2013-03105/2014: $361.76
Safe Deposit Box: No
• Note: Interest is accrued daily and paid monthly. Due to interest being paid monthly, Interest
reporting for income tax purposes is based on Interest paid.
If you would like to obtain additional information or have questions concerning your account, you may contact us
by calling 1-800-347-7000(TDD 1-600-347-7454). Our automated voice response system Is available 24 hours
a day 7 days a week or may visit,our Web site at www.discoverbank.com.Account.Managers are also
available to personally assist you 24 hours a day, seven days a week.
Sincerely,
Deposit Products
Customer Service
Discover Da1,11 amber e er DBLTR.OI 13
ExH/BIT J
,f
DISC VEK
March 7, 2014
M&T Bank
Attn: Shelly J Kunkel
3607 Derry Street
Harrisburg, PA 17111-1900
RE: Estate of Edward H Sawyer
Dear Sir/Madam:
Thank you for your recent inquiry. The following Is the information you requested concerning the above
referenced estate:
Account Number ending in: 6650
Account Type: Certificate of Deposit
Account Status: Closed ,
Account Title: Edward H Sawyer.-Sble Owner
No payable on Death Beneficiary
Balance as of Date of Death: :$34,127.08
Current Balance: $0,00
Interest.Posted 10/26/2013-03/05/2014: $381.62
Safe.Deposit Box: No
• Note: Interest is accrued daily and paid monthly. Due to interest being paid monthly,interest
reporting for Income tax purposes is based on interest paid.
if you would like to obtain additional information or have
`questions concerning your account, you may contact us
by calling 1-800-347-7000(TDD 1-800-347-7454). Our automated voice response system is available 24 hours
a day 7 days a week or you may visit our Web site at www.discoverbank.com.Account Managers are also
available to:personally assist you 24.hours a day, seven days a week.
Sincerely,
Deposit Products
Customer Service
Discover Bank a,V.,ccq of >BtTR.0173
EXHIBIT K
J
Q MBTBank
499 Mitchell Road,Millsboro,DE 19966 Adjustment Services
Phone 888-502-4349
Fax (302)934.2955
December 16,2013
Edward H. Sawyer Estate
c/o M&T Bank,Co-Executor
3607 Derry Street
Harrisburg,PA 17111
Re: Estate of Edward H. Sawyer
Social Security: 181-07-0526
Date of Death: October 26.2013
Dear Sir or Madam:
Per your.inquiry on December 04,2013,please be advised that at the time of death,the above-named decedent
had on deposit with this bank the following:
1. T)TypeofAccount Checking Account
Account Number 75660822
Ownership(Names on BetryJ.Brown(POA)
Edward H.Sawyer
Opening Date 0812811964
Balance on Date ofDeath $ 87,76708
Accruedlnterest $ .45
Total $87,76753
For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds,
please call the West Shore Plan at 717-731.1730.
We were unable to locate any safe deposit box for the above-mentioned decedent.
"is 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
ExH/B/T L
st
MEMBERS ON
PHDeRALCRBDTT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 7147-00
Date Account Established 4/21/1964
Principal Balance at Date of Death $583.07
Accrued Interest to Date of Death $0.06
Total Principal and Accrued Interest $583.13
Name of Joint Owner None
LIFE SAVINGS ACCOUNT:
Account Number/Suffix 7147-04
D-ate Account Established 4/21/1964*
Principal Balance at Date of Death $4,000.00
Accrued Interest to Date of Death $0,41
Total Principal and Accrued Interest $4,000.41
Name of Joint Owner None
*Opened by transfer of funds from 7147-00.
MEMBER 1'' FEDERAL CREDIT UNION ..
Gere Anderso
Lending Insurance Support Specialist
December 20, 2013
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Estate of: Edward Sawyer
Date of Death: 10/2612013
Social Security Number: 181-07-0526
5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 (800) 283-2328_• wwwrnemberslst.org
EXHIBIT M
Santander
ESTATE OF Edward H Sawyer
SOCIAL SECURITY M 181-07-0526
DATE OF DEATH: October 26,2013
Account##: 1051085284 Type: Checking Open date: 7/8/2004
In the name of: Edward H Sawyer
Date of Death Balance: $50,719.23
Int.(YTD)from 1/1/2013 to 10/11/2013 $2.72
Accrued interest to date of death: $0.22
Otherinfo:
Account M 7683475474 Type: CD Open date: 1/5/2012
In the name of: Edward H Sawyer
Date of Death Balance: $8,239.09
Int.(YTD) from 1/1/2013 to 9/30/2013 $91.31
Accrued interest to date of death: $9.42
Other Info:
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EXHIBIT 0
American General
Life Companies
March 5,2014
M&T BANK
ATTN; SHLLY J KUNKEL
3607 DERRY ST
HARRISBURG PA 17111
Re: Annuity Contract FJ245770
Contract Owner EDWARD H SAWYER,Deceased
Dear Ms. Kunkel:
The Internal Revenue Service(IRS)requires reporting of all death benefits for federal estate tax
purposes, Please note that Form 712 is only prepared for regular life insurance contracts. Since this
contract is an annuity held with Western National Life Insurance Company,the Form 712 is not
applicable consequently we are unable to issue it for this annuity.
As such we are providing the requested information in an alternative format. Listed below is the
relevant death benefit information for the above-referenced annuity contract.
:•.,
Type of Annuity Contract: (Flexible Premium Non-Qualified Tax Deferred Annuity
Dafe�of Issue: 12/23/2002
Contract Owner's Name (s): Edward H Sawyer
Cost Basis $18,163.40
Accumulated Value as of $25,770.96
Date of Death on 10/26/13:
Jeffry Sawyer,Douglas Sawyer,Mary Beth Brown, Pamela
Proceeds made payable to Barsness,Thomas Brown, Russell C Brown,Jeffry Unger and
Beneficiary(ies): Leslie Unger. Beneficiaries have been paid,policy is now
termed.
Ms. Kunkel;we appreciate the opportunity to assist you. Should you have any questions,please
contact our:Client Care Center at 1-800-424-4990.
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American General Life Insurance Company
P.O. Box 871 •Amarillo,TX-79105-0871
LH•AGL:
EXHIBIT P
PPENHEIMEk Oppenheimer& Inc.
1015 Mmnma Road
Wonnleysburg,PA 17043
Phone 717-763-8200
Pax 717-763-1765
Tofl Free 800-722-2294
Tremaps ausin.on all Nincipal Exckangn
Oct. 25 Value Oct. 28 Value
Nationwide Life Ins. Co Americas $242,411.19 $242,411.19
Future 1-year Variable Annuity
Should you require any further information,please do not hesitate to call.
Thank you.
Sincerely,
Mic ael G. Crouse
Financial Advisor
MGC/hk
This report Is for illustration purposes only it is not and should not
be construed as a substitute for your Opoenhelmer&Co Inc.account
statement or Form to99 and should nor nn rnileo upml for tar reporting
purposes. Market prices reflected am as of i0.P1J3Al0,@t?Band
are from sources believed to be reliable bat.ue rwl w,urantod by us as
to accuracy or completeness nor do they reuresonr quamnreed markets
for the securities.This information is subject to crian0e Commissions,
solos charges or deferred charges might apply it me account were to be
immediately liquidated. Oppenheimer&Co.Inc.,nor any of Its
employees or affiliates does not offer legal or her advice.
EXHIBIT Q