HomeMy WebLinkAbout08-14-14 (2) 1
�J REV-1500 EX(02-11) 1505610143
PA Department of Revenue y OFFICIAL USE ONLY
p peons Ivania County Code Year File Number
Bureau of Individual Taxes °EPPRTNeNi OFflF'EN°4
PO 60x.280601 INHERITANCE TAX RETURN 21 13 1283
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
11 17 2013 10 09 1928
Decedent's Last Name Suffix Decedent's First Name MI
BANGS ELIZABETH 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
1, Original Return ❑ 2. Supplemental Return ❑ 3. R?omaiinder138 et r (Date of Death
4, Limited Estate ❑ 4a Future Interest Compromise ❑ 5. Federal Estate Tax Return Required
❑ (date ofppdeath after 12-12-82)
B Decedent Died Testate ❑ 7. �pttacdhe0 Maintained a Living Trust B. Total Number of Safe Deposit Boxes
(Attach Copy of Will) c
❑ g, Litigation Proceeds Received ❑ 10. between i2 31 1 andtIDar f Death ❑ 11 Election to lax under Sec.9113(A)
(Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
MICHAEL L BANGS 717 730 7310
REGISTER O S USE ONLY rq
�i J
mT; C7
First Line of Address t=
429 SOUTH 18TH STREET
Second Line of Address CDC
_
CS
�y cn
DATE FILED k �n
City or Post Office State ZIP Code
CAMP HILL PA 17011
Correspondent's e-mail address: mikebangs @yerizon.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 Pi pRESPONSIB FOR RETURN F J DATE
2 � Michael L. Bangs
ADDR 55
429 South 18th Street Camp Hill PA 17011
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
Michael L. Bangs
ADDRESS
429 South 18th Street Camp Hill PA
Side 1
L 1505610143 1505610143 J
1505610243
REV-1500 EX
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 38 , 689 . 83
2. Stocks and Bonds(Schedule B)............................................................................. 2. 443, 708 . 39
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. 388 , 368 . 85
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Infer-Vivos Transfers&Miscellaneous h{oq Probate Property
(Schedule G) u Separate Billing Requested............ 7, 145 ,276 . 17
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 1 , 016, 043 . 24
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 20 ,514 . 36
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 2 r 488 . 72
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 23 , 003 . 08
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 993 , 040 . 16
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. 993 , 040 . 16
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 993 , 040 . 16 16. 44 , 686 . 81
at lineal rate X .045
17. Amount of Line 14 taxable 0 . 00 17. 0 . 00
at sibling rate X.12
18. Amount of Line 14 taxable 0 . 00 18. 0 . 00
at collateral rate X.1 5
19. TAX DUE................................................................................................................ 19. 44 , 686 . 81
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-13-1283
Decedent's Complete Address:
DECEDENT'S NAME
Bangs, Elizabeth V.
STREETADDRESS
Country Meadows
4831 E.Trindle Road
CITY STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 44,686.81
2. Credits/Payments
A. Prior Payments 40,000.00
S. Discount 2,105.26
Total Credits(A +B) (2) 42,105.26
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) 2,581.55
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;......................... ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... ❑ ❑�
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
receivingadequate 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 [K] ❑
containsa beneficiary designation?..................................................................................................................
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)(1)].
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-1502 EX+(01-10)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bangs Elizabeth V. 21-13-1283
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on schedule F.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's interest If owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate-107 Skyline Drive,Silver Spring Township,Cumberland County(Tax Parcel No. 38,689.83
38-18-1336-043). Sold on June 20,2014(see HUD attached).
TOTAL(Also enter on Line 1, Recapitulation) 38,689.83
(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 A(Rev.01-10)
Rev 4501 EX«(6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bangs Elizabeth V. 21-13-1283
1111 property jointlyowned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Alliance Bernstein-Fund No.674700334916 10.08 86.839.20
2 2,305 shares of AT&T Stock 35.40 81,597.00
3 50 shares of Bershire Hathaway Stock 115.96 5,798.00
4 712 shares of BP PLC Stock 47.07 33,513.84
5 771 shares of CSX-Stock 27.11 20,901.81
6 540 shares of General Electric Co. 27.25 14,715.00
7 1,183 shares of JP Morgan Chase&Co. 55.11 65,195.13
8 202 shares of Merck&Co 47.99 9,693.98
9 12 shares of PAC West Telecomm
10 2,031 shares of Pfizer 31.99 64,971.69
11 362 shares of Proctor&Gamble 84.55 30,607.10
12 642 shares of Wells Fargo&Co 43.42 27,875.64
TOTAL(Also enter on Line 2, Recapitulation) 443,708.39
(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-1508 EX-(1110)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bangs Elizabeth V. 21-13-1283
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntlyowned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 American Century Investments-Distribution from Growth IRA 4,471.46
2 CSX Dividend 115.65
3 LPL Money Market Account 181,597.00
4 Metro Bank-Money Market 169,126.55
5 Metro Bank-Checking 32,356.43
6 Wells Fargo Bank, N.A. 701.76
TOTAL(Also enter on Line 5, Recapitulation) 388,368.85
(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 EX+(08-09)
SCHEDULE G
pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bangs Elizabeth V. 21-13-1283
This schedule must be completed and filed if the answer to any of questions i through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %of OECD's EXCLUSION TAXABLE
NUMBER THELDATE OF TRANSFERS ATTACH THEIR OPYEOF THE DEIED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 American Century Investments-Growth IRA account 78,398.21 78,398.21
(Decedent's four children are the beneficiaries of this
account)
2 LPL Financial-IRA account(Decedent's four children 66,877.96 66,877.96
are the beneficiaries of this account)
TOTAL(Also enter on Line 7, Recapitulation) 145,276.17
(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 EXi(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Bangs Elizabeth V. 21-13-1283
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 8,594.41
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(s)Commission Paid
2. Attornev's Fees Michael L. Bangs 10,000.00
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 728.50
5. Accountant's Fees 1,000.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 191.45
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 20,514.36
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
Bangs, Elizabeth V. 21-13-1283
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Finnerty&Stevens Funeral Home 450.00
2 Malpezzi Funeral Home 5,199.62
3 Other funeral expenses 1,394.99
4 West Shore Country Club-funeral luncheon 1,549.80
H-A 8,594.41
Other Administrative Costs
5 Cumberland Law Journal -estate advertisement 75.00
6 The Patriot News-estate advertisement 116.45
H-B7 191.45
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 E%.(12-09)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bangs Elizabeth V. 21-13-1283
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 Country Meadows 2.468.72
TOTAL(Also enter on Line 10, Recapitulation) 2,488.72
(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 BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Bangs, Elizabeth V. 21-13-1283
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
�. TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)1
Hoyt V.W. Bangs Grandson one-quarter
1054 Derwydd Lane
Berwyn, PA 19312
Michael L. Bangs Son one-quarter
429 South 16th Street
Camp Hill, PA 17011
Robert V. Bangs Son one-quarter
769 Clifford Road
Ardmore, PA 19003
Susan E. Bangs Daughter one-quarter
431 Parkside Road
Camp Hill, PA 17011
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)
OMB No,25020265
8 TYPE OF LOAN _
A. SETTLEMENT STATEMENT (HUD-1) 1. ❑ FHA 2. ❑ PHMA 3. ❑ CONV UN04S.
" 4. ❑ VA 5. ❑ CONV.INS. _
V{� 6.FRE NUMBER 7.LOAN NUMBER
14-OW75-ALT
9 8.MORTGAGE MS.CASE NO.:
C NOTE: This form is fnmishcd to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent we shown. Items
marked"({r }" p d 's Ce the cios'rg;then att shorn here far informationat u s d arc not' eluded in the totals
D. NAME&ADDRESS Arthur D'Agostino and Grace D'Agostino
OF BORROWER: 103 Skyline U i e M han'esb rg PA 17055
F,. NAME&ADDRESS The Estate of Eli oaheth V,Bangs
OF SELLER:LER 429 South ISih Street,Camp Hill PA 17011 -
F. NAM£&ADDRESS
OF LENDER
G. PROPERTY LOCATION: 107 Skyline Drive,Mcchanicsbur PA 17055
H. SETTLEMENT AGENT; .Assured Lund Transfers,Inc.301 Market Street,Lcrtoyne,PA 17043(717)761-4720
PLACE OF SETTLEMENT; Michael L.Ban g s,Esg out 429 South(8th Sorget,Can p Hill PA,17011 C717)7614720
I. SETTLEMENT DATE: 6/20/2014
J.4 Summar of Borrower's Transaction K. Summary of Seller's Transaction
100.Gross Amount Due From Borrower: 400.Gross Amount Due To Seller:
L 101.Coma-sob's prize 4300000 401.Contract 59es rice 4 000.00
IU2 Personal pmpenY 402 Personal pro ry
L 103.Settlement charges to borroetr(line 1400L 1091,50 403,
I{..104. 404.
Ad ustmonts Foe items Paid By Seller In Advance: Ad t is For St Paid Br Seiler In dyance;
I06.Ciry/to+vn raves m 406.Ci howntaxes _ co
IOtL!mty axon 06/20/14 to 12/31114 113.59 407 County raves 06¢0/14 to 12/31/14 113.59
108.Assessments to 408.Assessments to
104.Srhooi boxes 6rOP<61410 613012014 16.24 409.School Taxes 6.1=014 to 613012014 16,24
110 410. _
III. 411.
112 _. 412. _
Lip 413.
14- 414.
IIS. 475,
116. 416.
120.Grass Amount Due From Borrower; 44,221.33 420.Gross Amount Due To Seller: 43,129.83
n id r Behalf Of Riorrira,eir;
2pL IR asit or eamcst money 1 000.00 501.f.;xcess dwoz7[(see Inswctions)
202. Prinu al now of new loan(s) 502-Settlement nhargea tp seller(line 1,400) 1 440.00
203 Existing loan(s)taken subject to
503.Ex'si n B loen(s)taken sub eat to
204. 504 Payoff ist Mtg.Ln.
X05. S05,Pnvolf2nd Mtg,L.
206.Seller Assist _ 2 000.00 506.Seller Assist 2,000.
-'207 507.De 'sit To Shccr _ 1 000.00
208. 508.
209. 509,
Adjustments Far Items Unpaid By Seller; Adjustments For Items Unpaid By Seller:u
210.Ci /mwn taxes to 510.Cirynown-` to
211.Count taxas to 511.County taxes to
212.Assessments to 512 Assessments „fo
( 217 513
._ 514. ._
515.
516
D 517.
218- 518
219. 519.
220.Total Paid BytFur 3,000.00 520.Total Reductions 4,440.00
Barmwr: In Amount Due Seiler:
a et h
At Settlement Fromail Seller
301.Gross amount due from bonower(line 129 44 221.33 601.Gross amount due to seller(line 4ti 43 129.83
302.Lcss amoun4 paid bylfoe burrower/line 220) 3 000.00 602.Less reductions in wnount due glitt(line 520) 4 440.00
303.Cash(FROM) ETD) Borrower: 41,22133 603.Cash(❑X S'O) (❑FROM) Seller: 39,689.83
Previous Edition Is Obsolete SB-4-3538-0001
Form No 1581 HUD-1(3-86)
3/86 X Page 2 of } X RESPA,HE 4305.2
X X
L. SET9'LEMENT CHARGES Escrow: 14-00075-ALT
700.Total Sales/Broker's Commission: Paid From Paid From
Based On Price $ %= Borrower's Seller's
Division of Commission flin-IMAA A�V-11— Funds Funds
At At
701 in Settlement Settlement
702 S t _
Commission t at settlement
704.
I.LQ.Origination fee
802.Loan Discount
—
803.A.uraisal fee to
Credit report to
805.Lenders inspection fee
Mortgage insurance a tt ee to
807.Assumption fee
811.
2
814,
821.
900 Items Reongired By Leader To He Prqd In Advarr-
I Interest from to (rdS /day fO d.0
992.Mortgage insumucc premium to mp to
VY5 [
4.Flood in urancc timi for r.to
06,
101. Hoard insurance 0 months n S 0 00 per month
1002 Montrose insurance O months $ 0.00 per mgnth
1003 CN property mxcs 0 m th'n S 0 00 month
1004 County pro ; taxes 0 mq11thS a1 Q1QXSr—M—Q[dh-
ii $ 0 00 per month
1006 Flood insurance 0 fremb, ir�S 000 net month
1007. 0 month:Q S 0,00 per month
dupe
100
I IQI, Settlement r plQ5mg feet
Ab5tract or title'
1103, Title examination to
4 Talc insurance e
15. Document preparation to
1106. Notairy fees to
1107. Attomey's fees to
(includes above item Numbers'. )
1108. Title insurance to.Assured Land Transfers,Inc.(Sale)
(includes above item Numbers: ) 584.50
Lenceir`5 coveraire
1110 Qvuer's c vera e S 43,000,00 Premium 5584 50
-till
1112.
1114, Npta Fee to Cash to 00 10.00
1200 Government Berardino and Transfer Charives-
Recordwe fees Deed S 67,QQ 'Mort¢aee$ 000 ReleasesS 000 47 an
2 City/county la mmn5 Deed S 000 'Mprteage S 0 on
1203. State tam ed S 860 00 'moryguicS Ono 430.0 4
2 4
1300, Additional Settlement Clivirpes-
1205.
302. Pet inspection to
1 ee hael L Bangs, Esquire _ 1,000.0c
1394
05.
09.
14011 Total Sefillprount Charoc, nterorl're/03 Sc1,o,,J-o,id-1rue502r
Form No. 1582 Page 2 of 3 SB4-3538-000-1
X X X X
SELLER'S AND/OR BORROWER'S STATEMENT Escrow: 14-00075-ALT
I have carefully reviewed the HUD-1 Settlement Statement and to the best ofmy knowledge and belief,it is a true and accurate statement of all receipts and
disbursements made on my account or by me in this transaction.I further certify that I have received a copy ofthe HUD-1 Setlement Statement.
Bo wers/Putt use Sellers
or
The Estate of Elizabeth V.B s
By
,/ ��
���/� �
Grace D'Agostine /
The HUD-I Settlement Statement which 1 have prepared is a true and accurate account of this transaction.I have caused or will cause the funds to be
disbursed in accordance with this stattementt. > ��
Settlement Agent: Tj l' �e�i✓( ` Dale:
Title Off cc,,.Assured Land Tuinsfed Inc.
WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form.Penalties upon conviction can include a
fine or imprisonment.For details see: Title Ig U.S.Code Section 1001 and Section 1010.
Page 3 of 3
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METRO
3801 Paxton Street 888.937.0004
gq N K
Harrisburg, PA 17111 mymetrobank corn
12/19/13
Michael L. Bangs
Bangs Law Office, LLC
429 South 18°R St.
Camp Hill, PA 17011
RE: Estate of: Elizabeth V. Bangs
Tax Identification Number. 087.22-8879
Date of Death: November 17, 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: CK
Account Number. 513184150
Date Opened: 10/0112001
Date Closed: 12/09/2013
Primary Owner: Elizabeth V. Bangs
Accrued Interest 'x$3,84
Date of Death Balances $32,356.43
Account Type: CK
Account Number: 833104664
Date Opened: 09/11/2009
Primary Owner.- Elizabeth V. Bangs
Accred Interest: —$11.09
Date of Death Balance: $169,126.55
METRO
�/''1 N J,( 3801 Paxton Street 888.937.0004
r Harrisburg, PA 17111 mymetrobank.com
*' Please note: The accrued interest vuill not be paid if the account is dosed prior to the
date the interest is scheduled to post.
Please feel free to contact us at 1-888-937-0004 if we may be of further assistance,
Sincerely,
Jenn'l acobs
Research Associate
Metro Bank
AllianceBernstein Investments, Inc.
P.O. Box 786003
ALLIANCEBERNSTEIN San Antonio Tx 78278
Investments TOP Fee 800.221.5672
MICHAEL L BANGS December 24, 2013
429 S 18TH ST
CAMP HILL PA 17011-5902
Reference: 00960212 —
Elizabeth V Bangs
Dear Michael L. Bangs :
Thank you for your recent inquiry regarding the account listed above. To complete the transfer, please
provide the following:
• A TransferlRedemption Authorization Form signed by the executor of the estate. A
Medallion Signature Guarantee stamp is required in the Signature section. Enclosed is an
explanation of the Medallion Signature Guarantee program.
In response to your inquiry regarding the date of death valuation for the account, we are providing the
requested information for the business days preceding and following the date of death because the date of
death was not a business day.
The 8,813.413 shares held in the account on November 15, 2013, had a total cash value of$88,751.07, or
a net asset value of$10.07 per share.
The 8,813.413 shares held in the account on November 18, 2013, had a total cash value of$88,839.20, or
a net asset value of$10.08 per share.
Please submit the completed documents to:
AllianceBernstein Investor Services
Attn: Transaction Processing
P.O. Box 786003
San Antonio, TX 78278-6003
If you have further questions, please contact a Client Services Representative at 1-800-221-5672. We are
available Monday through Friday, from 8:30 a.m. to 7:00 p.m. Eastern Time. Thank you for choosing
AllianceBernstein Investments.
Sincerely,
AO
AllianceBernstein Investor Services
cc: The Investment Center
Enclosure(s): Medallion Signature Guarantee
Bangs Law Office, LLC
From: Dustin_Landau @americancentury.com
Sent: Thursday, December 26, 2013 10:25 AM
To: mikebangs @verizon.net
Subject: American Century Investments - Elizabeth Bangs
Good morning, Mr. Bangs.
We recently received your correspondence regarding the passing of your mother. I would first like to offer condolences to
everyone concerning her passing.
You are correct with your assumption that the named beneficiaries are you and your siblings. All shares have been
transferred to IRA-Beneficiary accounts for each of you. To finish processing, we require each of you to complete and-
return an IRA Beneficiary Instruction Form.
I will send you a separate e-mail to provide the IRA Beneficiary Instruction Form. The e-mail will ask for a copy of the
death certificate, but of course disregard as you've already provided it. You may forward the form to your siblings, or
provide me with their e-mail addresses or current mailing addresses. The addresses provided by your mother are possibly
outdated. Their information may either be faxed to my attention to 877-288-5960, or mailed to American Century -
Investments, P.O. Box 419200, Kansas City, MO 64141-6200.
The value of her Growth IRA account on 11(15/2013 (the first business day prior to her passing)was$78398.21
($33,66/share). If you have any questions, feel free to call me at 800-422-3301 Ext. 48229.
Sincerely,
Dustin Landau
Estate Transfer Consultant
American Century Investments
Dustin Landau ( Estate Transfer Consultant I American Century Investments
CONFIDENTIALITY NOTICE: This electronic mail transmission (including any accompanying attachments) is intended
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received this electronic mail message in error, please contact us immediately by electronic mail at
emailnotification(la americancentury.com and destroy the original and all copies of this transmission (including any
attachments).
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1. ELIZABETH V. BANGS. of East Pennsboro Township, Curnber�land County,`
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Pennsylvania, declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker
and all expenses of my last illness, and any and all taxes and assessments imposed by any
governmental body as a result of my death, whether on property passing under this will or
otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a
part of the expense of the administration of my estate.
ITEM II. 1 give and bequeath all of my household goods, automobiles,jewelry,and all
other articles of household and personal use, equipment and ornament, together with all
insurance thereon and relating thereto to those of my issue, per stirpes, as survive my death by
thirty(30) days.
ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my
possessions and estate of every nature and wherever situate to those of my issue, per stirpes, as
survive my death by thirty (30) days.
ITEM IV. Should any beneficiary entitled to a share of my estate not have attained the
age of twenty-five (25) years at the time for distribution to him or her, I devise and bequeath the
share of such beneficiary to my hereinafter named trustee. IN SEPARATE TRUSTS, to hold,
manage, invest, and re-invest, the shares so received, and the accumulation of income thereon,
and to use and apply from time to time such portion of income and principal thereof as my
1
trustee thinks proper for the comfortable support. maintenance, health, welfare,and education of
the beneficiary or to make payment for such purposes. without further responsibility. directly to
such beneficiary. or directly to any person taking care of such beneficiary. Any principal or
income not so applied shall be distributed to such beneficiary when he or she attains the age of
twenty-five (25) years, or if he or she dies prior thereto, to his or her personal representative.
ITEM V. I appoint my son MICHAEL L. BANGS trustee of the trust or trusts created
by this my last will. Should my son Michael L. Bangs predecease me or otherwise fail to qualify
or cease to serve as trustee. I appoint my daughter SUSAN E. BANGS trustee of the trust or
trusts created by this my last will. In addition to the other powers and authorities granted to my
trustee by Pennsylvania Law and by the preceding paragraph of this my last will, I hereby give
my trustee the following special powers and authorities:
A. To retain any or all of the assets of my estate, real or personal
(including any stock or securities of any corporate fiduciaries), without any regard
to any principle of diversification, risk, or productivity;
B. To invest and re-invest in all forms of property without restriction to
investments authorized for Pennsylvania Fiduciaries, as my trustee deems proper,
without regard to any principle of diversification, risk or productivity;
C. To sell at public or private sale,to exchange or to lease, for any period
of time. any real or personal property= and to give options for sales, exchanges, or
leases, for such prices and upon such terms or conditions as my trustee deems
proper and in the best interest of the beneficiary or beneficiaries of said trusts;
2
D. To allocate receipts and expenses to principal or income or partly to
each as my trustee from time to time deems proper in its sole discretion.
E. To compromise any claim or controversy;
F. To exercise any option, right, or privilege granted in insurance policies
or in any other investments;
G. My trustee may accumulate the income from this trust during the tetra
thereof but may, from time to time, distribute from current income or from
accumulated income or from principal such amounts as my trustee, in its sole
discretion, deems advisable for the education, welfare, and comfort of the trust
beneficiary.
ITEM VI. All of the interests of the beneficiaries hereunder shall not be subject to
anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or
attachment.
ITEM VII. I appoint my son MICHAEL L. BANGS executor of this my last will.
Should my son Michael L. Bangs predecease me or otherwise fail to qualify or cease to serve as
executor of this my last will, I appoint my daughter SUSAN E. BANGS executrix of this my last
_. will.
ITEM VIII. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania taw and by the other terms and provisions of this will, I hereby
give to my personal representatives the following powers and authorities effective without court
approval and until actual distribution of all property: to compromise any claim or controversy;
to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as
J
M�YIi7�¶Miw7Mw!lRI�rA)lwI1LwW1 _.. �.q�r��l�l��w� ��i r+��+.�w
trri pemazi repm9aswives rsnc dftamine md at vakemm firms-to be finer! by them: to
im- st in ail farms of propem including any swd or oilier securities in any corporate fiduciary
or its successor without restriction to investments authorized for Pennsvlvania fiduciaries. as my
personal representatives deem proper, without regard to any principle of risk or diversification;
to retain any or all assets of my estate, real or personal, without regard to any principle of risk or
diversification; to sell at public or private sale, to exchange, or to lease for any period of time,
any real or personal property and to give options for sales, exchanges, or leases, for such prices
and upon such terms or conditions as my personal representatives deem proper; and to allocate
receipts and expenses to principal or income or partly to each as my personal representatives
deem proper in their sole discretion.
ITEM IX, I direct that my personal representatives and fiduciaries shall not be required
o give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this day of
�t 2006. j
ELIZAJaVETH V. BAT
4
- ImMw11�U1-rr�il�lillwlAY�IiCY�l4i�wii�1'r�.Y w�11q�riY��l111r•�1�y�
The afl& s and FOUR other ttipMTrMM des,cads
iku fwd bw the 4gaat=of the Wsmix was ou the date thereof signed.published, and declared
tw ELIZABETH V. BANGS. the testatrix therein named. as and for her last will, in the presence
of us. wfio at her request. in her presence, and in the presence of each other, have subscribed our
names as witnesses hereto.
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t:030lQ 'IlB CF l Rt:P
(SM
Ctx.TN-nr OF CUNCRERLAXI)i
The undersigned_being the wstsm wbosie tame is sWwd to the aMuclied or kr>ego ag
instrument having been duty qualified according to law.does hereby acknowledge that C signed and
executed the foregoing instrument as rn} last will, that 1 signed it willingly. and that t signed it as my free
and voluntary act for the purposes therein expressed. I
ELtZAB TH V.BANGS
Siuom o:-affirmed to and acknowledged
"befi nte:by the it tatrjix t amed above
this 'jay of.. l� �; , 2006.
I�totary Pub!
NOTARIAL rte__._
WeMY S.Cam, ¢�P&So
Low Man T*p.,Cwrb. Ccw%ly
t ?y CaY t1 ;n Etg 144y 10,2w7
COMMONWEALTH OF PENt n V1= }
( SS:
COUNTY OF CUMBERLAND )
lWE, ��_._,(y_: ; � .��,- ;.1' and (�S I y� the
witnesses whose names are signed to the attached or foregoing instrument, being du Ty qualified according
to law,do depose and say that we were present and saw the testatrix sign and execute the instrument as
her last will, that she signed it willingly and that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as
witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age,of
sound mind, and under no constraint or undue influence.
Sworn o affirmed to and acknowledged
=_ b_efore' e.th ,.y — 41 day of
2006.
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W�IDY 3.C��SBRO� Rftle
l�nnta►��ty,,.w„
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I. ELIZABETH V, BANGS. of Cumberland County, Pennsylvania, declare this to be
my sole Codicil to my last Will dated October 30. 2006,
ITEM I. I amend Items II and Item III of my Will such that if any of my estate shall go
to my son Hoyt W. Bangs, his share, if any. shall go to my grandson HOYT V.W. BANGS.
ITEM III. In all other respects, I hereby ratify, confirm and republish my last Will dated
October 30, 2006, together with this sole Codicil as and for my last Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this (U �� day
�,
of ur-e- 2010.
ELIZABLiTH V. BANGS �l
1
Se pdksbe4 act d,--)-- bN- the abM tax nc as and
for the sok coda to h=tam wait dared Ozwba A{ 2o%.in the Fesemv of us. who at her
request- in tier presence. and in the presence of each other. have subscribed our names as
witnesses hereto.
2
t SS-=
00111 Kf OF CL'4BERLJLN7D )
The undasioxNL being the testatrix ulwse name is signed to the attached or foregoing
instrumeni_ hax inn,been duly-qualified according to law, does hereby acknowledge that i signed
and executed the foregoing instrument as my sole codicil to my last will, that I signed it
,M11irtgly: and that I signed it as my free and voluntary act for the p therein expresse&
ELIZAB TH V. BANGS —/���
Sworn or affirmed to and acknowledged
before me by the testatrix named above c-ommoNpE&TH OF PENNSYt.VANQrr
tI ( l 2010. Notarial Sea
this i day 0 lWndy K S"Lb,Notary PuNic
! tlrrfr men Tnp_,CWit�atar�e iamty
'� �. '• I ( � � My CanvrE�✓an gyres Niay 10.2017
T iStary Public Permsytvan a Association of rNotanes
COMMONWEALTH OF PENNSYLVANIA )
( SS.:
COUNTY OF CUMBERLAND )
WE, MM t ri �s the witnesses
,�t Fe i- r� ! and , ,
whose names are signed to the attached or foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw the testatrix sign and execute the
instrument as her sole codicil to her last will; that she signed it willingly and that she executed it
as her free and voluntary act for the purposes therein expressed; that each of us in the hearing
and sight of the testatrix signed the codicil as witnesses; and that to the best of our knowledge,
the testatrix was at that time I8 or more years of age, of sound mind, and under no constraint or
undue influence. i
Sworn or affirmed to and cknowledged f f
7
before me this =� day o (�-i�. , 2010.
otary Public. �
EAL T H OF PE;4N�iYL' ;A
Nnt ml seat 3
'Ner iy K S'rmu" Notary?ub'.!c
L.w*,r;,:��,,;• CL�.Sadard Camhy
Pertnsy;v2ni Association ci No;ariaa