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Home My WebLink About08-25-14 (2) � 1505610140 REV-1500 EX (02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box 2so6oi INHERITANCE TAX RETURN 2 1 1 4 0 4 1 6 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDV�YY Date of Birth MMDDYYW 0 3 2 3 2 0 1 4 0 6 0 4 1 9 2 0 DecedenYs Last Name Suffix DecedenYs First Name MI G U L D E N H E L E N T (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) � 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) � 6.Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) � 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Scheduie O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD B�F DIRECTED T0: Name Daytime Tel�ione Numbe� � ;,;,) � W I L L I A M A • D U N C A N 7 1 7 �2�+ 9 � 7 � � � � � REGIS� �f LS l(S�ONL��{ _„ � �� '� ��`, =.;� � :J�7 . .. „ , f'�� First Line of Address ,-, „_„ -p --�1 r.'� � � 0 N E I R V I N E R 0 W - '� , ►—� r— ,_� Second Line of Address -- ""� �' S � . ,,,J City or Post Office State ZIP Code DATE FILED C A R L I S L E P A 1 7 0 1 3 Correspondent�s e-mai�adaress: bill@duncanhartmanlaw.com _ Under penalties of perjury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and compiete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT OF PERSON PO I FOR G RE RN �E�..-- / o�J ADDR 45 h1MERFIELD DRIVE CARLISLE PA 17015 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 150561,07,4D J r, � � 1505610240 REV-1500 EX(FI) DecedenYs Social Security Number oecedent's Name: H E L E N T • G U L D E N RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . .. . . . . . . . . . . 1• ' 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 5 2 7 3 0 . � 9 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. • 5. Cash, Bank Deposits and Miscellaneous Personaf Property(Schedule E). . . . . . . 5. 6 1 3 6 . 3 9 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 3 5 2 1 , 6 5 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. 3 6 9 5 9 1 , 2 3 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 4 3 1 9 7 9 , 3 6 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . .. . . . . . . . . . . . 9• 2 3 7 7 7 . 8 7 10. Debts of Decedent,Mortgage Liabilities, and Liens(Schedule�) . . . . . . . . . . . . . 10. 8 2 6 . 8 0 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 2 4 6 � 4 . 6 7 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12• 4 � � 3 � 4 . 6 9 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. 4 � 7 3 � 4 . 6 9 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(�.2)x.o _ 0 . 0 O 15. D . D 0 16. Amount of Line 14 taxable at linea�rate X.045 4 0 7 3 7 4 . 6 9 �6. 1 8 3 3 1 . 8 6 17. Amount of Line 14 taxable at sibling rate X.12 � . � � 17. � . � � 18. Amount of Line 14 taxable at collateral rate X.15 0 • 0 � 18. � • 0 0 19. TAX DUE . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 1 8 3 3 1 • 8 6 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505610240 ],5�561�240 J _ REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 2� 14 0416 DECEDENT'S NAME HELEN T. GULDEN STREETADDRESS C/O MANOR CARE 940 WALNUT BOTTOM ROAD CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: �. Tax Due(Page 2,Line 19) (1) 18,331.86 2. Credits/Payments A.Prior Payments 16,000.00 B.Discount 842.08 Total Credits(A+B) (2) 16,842.08 3. Interest (3) 4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1,489.78 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 ..................................................................................................... ❑ � d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after December 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 payabie-upon-death bank account or security at his or her death? ......... ❑ � 4. Did decedent own an individual retirement account,annuity or other non-probate property,which 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 Jan. 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in p2 P.s.§s��s(a)(��. � The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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+(8-12) pennsylvania SCHEDULE B DEPARTMENTOFREVENUE STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN T. GULDEN 21 14 0 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC BANK STOCK 607 SHARES X $86.87 52,730.09 [SEE ATTACHED] TOTAL(Also enter on Line 2,Recapitulation) $ 52 730.09 If more space is needed, inse�t additional sheets of the same size REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: HELEN T. GULDEN 21 14 0416 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. RIVERSOURCE REFUND 3,360.00 2. HCR MANORCARE REFUND 2,395.50 3. CARLISLE REGIONAL MEDICAL CENTER REFUND 26.26 4. CARLISLE REGIONAL MEDICAL CENTER REFUND 27.06 5. CARLISLE REGIONAL MEDICAL CENTER REFUND 26.26 6. CARLISLE REGIONAL MEDICAL CENTER REFUND 30.15 7. CARLISLE REGIONAL MEDICAL CENTER REFUND 29.28 8. CARLISLE REGIONAL MEDICAL CENTER REFUND 13.05 9. CARLISLE REGIONAL MEDICAL CENTER REFUND 50.00 10. CARLISLE REGIONAL MEDICAL CENTER REFUND 65.94 11. CARLISLE REGIONAL MEDICAL CENTER REFUND 5.68 12. CARLISLE REGIONAL MEDICAL CENTER REFUND 57.21 13. CARLISLE REGIONAL MEDICAL CENTER REFUND 50.00 14. 15. TOTAL(Also enter on Line 5,Recapitulation) $ 6,136.39 If more space is needed, use additional sheets of paper of the same size. REV-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE �OINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: HELEN T. GULDEN 21 14 0 If an asset was made jointly owned within one year of the decedenYs date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT a. JOAN E. MC BRIDE 45 SUMMERFIELD DRIVE DAUGHTER CARLISLE, PA 17015 B. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 4/63 PNC CHECKING ACCT. #51-4018-5302 4,235.00 50. 2,117.50 [SEE DOD LETTER ATTACHED] 2. A. 12/82 PNC SAVINGS ACCT. #51-3032-9966 2,808.30 50. 1,404.15 [SEE DOD LETTER ATTACHED] TOTAL(Also enter on Line 6,Recapitulation) S 3,521.65 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN T. GULDEN 21 14 0416 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDEMAND DATEOFDEATH %OFDECD�S EXCLUSION TAXABLE NUMBER THEDATEOFTRANSFER.ATfACHACOPYOFTHEDEEDFORREALESTATE. VALUEOFASSET INTEREST (IFAPPLICABLE) VALUE 1. WELLS FARGO INVESTMENT ACCOUNT 352,445.09 100.00 352,445.09 [SEE ATTACHMENT] 2. AMERIPRISE 17,146.14100.00 17,146.14 [SEE ATTACHMENT] TOTAL (Also enter on Line 7,Recapitulation) $ 369,591.23 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN T. GULDEN 21 14 0416 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOLLINGER FUNERAL HOME 5,477.54 2. EBY GRANITE WORKS- HEADSTONE 962.00 3. DEATH CERTIFICATES 90.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personai Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2, Attorney Fees: DUNCAN & HARTMAN, PC 14,384.91 3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. ProbateFees: REGISTER OF WILLS 493.50 5 Accountant Fees: 6. Tax Return Preparer Fees: HAROLD FRAKER 100.00 7. CUMBERLAND LAW JOURNAL- LEGAL NOTICE 75.00 8. THE SENTINEL- LEGAL AD 179.92 9. HELD IN RESERVE 2,000.00 10. REGISTER OF WILLS - HEARING FEE 15.00 TOTAL(Also enter on Line 9,Recapitulation) $ 23 7�� $� If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� INHERITANCETAXRETURN MORTGAGE LIABILITIES 8� LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER HELEN T. GULDEN 21 14 0416 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medicai expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC FINANCIAL SERVICE GROUP - REPAY PENSION PAYMENT 142.41 2. PA DEPARTMENT OF REVENUE 350.00 3. DARRYL GUISTWITE, DO 309.29 4. HEARTLAND PHARMACY OF PA 25.10 TOTAL(Also enter on Line 10,Recapitulation) $ $26.80 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEOENT ESTATE OF: FILE NUMBER: HELEN T. GULDEN 21 14 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. JOAN ELIZABETH MC BRIDE Lineal 45 SUMMERFIELD DRIVE 1/3 SHARE CARLISLE, PA 17015 2. JUDITH ELAINE MARSHALL Lineal 1188 KINGSLEY ROAD 1/3 SHARE CAMP HILL, PA 17011 3. JOYCE L. WALLACE Lineal 103 A FORGE ROAD 1/3 SHARE BOILING SPRINGS, PA 17007 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: 16,000.00 Discount: 842.08 Interest Table Year Days Delinquent Balance Due Interest this time period this year this period Before 1981 1982 1983 1984 1985 1986 1987 1988 throu h 1991 1992 1993 throu h 1994 1995 throu h 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 throu h 2014 TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: Historical Price Lookup- Investor Relations - PNC Page 1 of 2 �� HOME SECURITY ASSURANCE LOCATE PNC CONTACT 11S CUSTOMEP,SERVICE '�`n Search l PERSONA� SMALL BUSINESS CORPORATE & INSTITUTIONAL ABOUT PNC � About PNC Investor Relations Hom2>About PNC>Investor Relations>Stock Infor�nation Message from the CEO InvestorEvents Hisfiorical Price Lflokup Quarterly Earnings SEC Filings Financial Information Financial Press Releases Symbol Regulatory Disclosures PNC(Common Stock) u Corporate Govemance Stock Information Lookup Date Stock Quote March u 21 v 2014 u Stock Chart Historical Price Lookup Look Up Dividend History Stock Split History 5hareholder Services Results Analyst Coverage Date Requested 03/21/14 Acquired Company Information Investor Kit Closing Price $86.87 R2quest Financial Information Volume 4,325,197 Email Alerts Contact Investor Relations Split Adjustment Factor 1.0000:1 Open $87.59 Day's High $87.80 Day's Low $86.67 NOTE:The Closing Price,Day's High,Days Low,and Day's Volume have be2n adjusted to account ror any stock sptits and/or dividends which may have occurred for this security since the date shovdn above The Actual Price is nol adjusted for spiits or dividends.The Split Adjustment Factor is a cumulative factor which encapsulates all splits since the date shown above. The closing price above is not necessanly indicative of future price pertormance. g Print � Email � RSS Feeds �? Emaii Alerts �, IR Contacts About Us � Terms and Conditions � Careers � Site Map � Sacurity � Pnvacy PolicV I Copynght Inrormation Products Free Checking Student Checking Mortgage Home Eqwty Installmern�oan Mome Equity Line of Crztlit Savi�gs Account Certificate of Deposil Credit Card Inv2simenis Wealih 1�anagement Virtual VValler mor Account and Online Services pNC points" Cnline Banking Online Bill Pay Mobile Banking more Rates Mortgage Rales Home Eqwty Rates Savinys Rates CD P.afes Small Business http://pl�.corporate-ir.net/phoenix.zhtml?c=107246&p=irol-stocklookup&t=HistQuote&co... 4/7/2014 May. 16. 2014 1 :22PM PNC Bank . No. 2971 P. 1 �.;�`",;, �� Ivlay 16, 2014 William A Y7unca��sq. ]7ran.can&H�.rtman�.C. Qne Iraine Ro�c�v Gaxlisle,�'A, X 7fl 13 AE: �-Telen T Crulden � SSN: 199-Q7-I96I DOD: 03-23-2014 JJe�.r Mr. Jauz�caz�.: In res�onse to your request for 17ate of Y7eath(]70D)balances for the customer noted abov�, our records shovv the folloWing: Chec�n.g Account Account# 514018530? Bstablished: 04�01�1963 � ��,EN T Gr'UL]�EN 3�OAhi�ivi��L�E DpI7 balance: $4,235_OQ+Qp4 accrued interest Interest paid 01-01-201�4 th�ru 03-23-2014$0.24 YTD Sa�ings Account Accaunt#5130329966 Established: 12-01-1982 HELEN T GULDEN JO.AN E N�CB�E 17017 balance: $2,80330+0.07 accrued interest rnterest gaid 01-01-20I4 thtv 03-23-2014 $035 YT77 rnvestment Account The�decedent maintained Investment Account#4616931. For further information,you may ca11 the $rokerage r7epartment at 1-800-7b2-b111. �� Loan A�ccaun� M �� Tbe decedez�t zx�ain.taiuxed Loaz�Accowo,t#4003045073464968. Foz�uz�.her inform.ation and j'�. a5515ti1I1C�,please contact 1-8$8-762-2265. This is a voice activated system. Please state the ward °operator" and follow the prompts to spealc to a Loan Financial Servrce Consultant_ — /'►��1� �/�! �$ �'� A C�� } G�e=� �/V`f page 1 of Z Customer Relationship Inquiry Service System Page 1 of 1 Acet: 040 RCA 00004003045073464968 ReP Nbr : 214148043786 Name: HELEN T GIILDEN Home/Bus: (717) 249-4627 Addr: 45 SUMLIERFIELD DR Cust ID : OOOGULDE1H4T000 2: CARLISLE, PA 17015-6931 Cust SSN: 199071961 3: CSR Name: TORRES,NATASA 4: - Phone : (717) 243-6023 5: - Bank : 040 DC/GA/bID/NC/PA/SC/VA Day Reported: OS/28/14 Std Days: 005 - Branch: CARLISLE Reason -----: LCO2 LINE OF CREDIT REQUEST:TERMINATION/CLOSE ACCOUNT Priority ---: 5 Trans Amt: Rsch Unit --: CLCSEHOW TERMINATION/CLOSE ACCT Assigned To : Request Date: 05/2B/14 10:57am Assigned On : Lines of Credit that are terminated/closed, check writing privileges will be cancelled. If there is a remaining balance, except for the check writing privileges, all terms and conditions of the Line of Credit agreement shall remain in effect until the outstanding loan balance has been paid in full. If the client is requesting that their Unsecured Personal Line of Credit (PLOC) be closed, enter a service request only. The form does not need to be printed or signed by the client. If the client is requesting that their secured Home Equity Line of Credit be closed, obtain authorized signatures, print the attached £orm and £ax to: 855-887-7958 Reason: BOTH ACCOUNT OWNERS ARE DECEASED Account to be Closed.. . . . . . : 4003045073464968 Transfer Bal to Acct Number: Service Request #. . . .. . . . . . : 214148043786 Client Signature: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • • • . . . . . . . . . . . . . . . . . Client Signature: . . . . . . . • • • • • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If client is requesting that their line of credit be closed, at least one signature is mandatory on secured lines of credit only. Print form, obtain an authorized signature, then fax the written termination request/ customer termination letter and form to: B55-867-7958 . DO NOT forward original requests to the Settlement Depart�ent after faxing. However, if this is a requirement of the loan closing, please include a copy of this completed form with the loan file that is sent to the Booking Department. https://www.cct.pncbank.com/htmUprintCriss.html OS/28/2014 Llne ot C:req.lt Account 5tate1nel t Page 1 of 2 �PN C BANK For the period ended OS/29/14 Account Number 40-03-045073464968 HELEN T GULDEN New Balance $ 0.00 GEORGE D GULDEN oo0s51 Tot:al Paymenl: No�v Due� f1.00 45 SUIViMERFIELD DR Pa.yment Due Date 06/23/14 � CARLISLE,PA 17015-6931 Aiuount Encloseci $ 40�3045�7346496810�000�0�OOO�D0000000 Det2ch tl�i�Portion an�i relltni�vith.��our check made nayable to: P�rC Bank ___ Account Nu�Uer 40 -03-045073464968 04/29/14 - OS/29/14 Surnniai-y of Account Acti�-ity Payment Inforination New Balance $ �.00 ' Previous Balance $ �.00 Total Pa,yment \TOF`�Due $ 0.00 � Payiuents $ 0.00 Payruent Due Date 06/23/14 , Other Credits $ 0.�0 Advances and Other DeUits $ 0.00 Fecs Charged $ 0.00 Interest Charged $ �.00 New Balance $ 0.00 Past Due A�.v.ouut-Due Now � o.00 QLT�STIO�iS? Miuiuiuiu Payuient Now Due � o.00 Ca.11 Customer Service 888-762-2265 Assessed La.te Charge $ 0.00 Total Payiuent Now Du.e $ 0.00 Credit Liiuit $ 500.00 AvailaUle Credit $ 0.00 Stateiuent Closiu� Date $ OS/29/:4 Days iu Billiug Cycle 2) � Iroti inay at aaly tune pay any pait of die tuipaid Ualance o«-ed Uy you,or you inay at any tune pa}�the ag�eQate tmpaid balance o�ved Uy you cyzthout incurrinQ furtlier charges on that ba.lance(oYher than accrued and unpaid interzst). Transactiotis �j Trausactiou Date Post Date Ref# Description of Transact.ion or Credit Amount 2014 Tat�ls Year-to-Date Tot��.l Fees Charged Iu 2014 $ 0.00 l� EQU.�1L HOUSIT�G LEYULR Line ot C;redlt Account Statelnent Pq�e �of, B PNCBANK For the period ended OS/29/14 Accouut NumUer 40-03-045073464968 2U14 To1:aI� Year-i:o-Date Tota.l Iuterest Charged Iu 2014 $ O.UO Interest Char�e Calculation Your �nnual Percentage Rate (�PR) is the a�ual rate on your account. V = variaUle Type of Balance Anuual Percentage Rate (APR) Ba.lance SuUject to Interest Rate Interest Charge Principal 19.S 00% $0.00 $0.00 Interest Char�e?iccrual il�Iethod is A��erage Daily Balance. t — � ; EQUaL.I30USIA'G LENDER � ruvc�ovuia.c � � ,� a ,�� ,�a.., Ameriprise v� 70100 Ameriprise Financial Center Minneapolis, MN 55474 F1i1Ql1C1Qj www.ameriprise.com � (800) 862-7919 �r�lli��ll��lill��i��ii�il�rn�lilil��lr��il��l��ii�i' Account Number: 93008007196 004 Owner= HELEN T GULDEN Annuitant= HELEN T GULDEN 0 JOAN E MC BRIDE 0 45 SUMMERFIELD DR N � CARLISLE PA 17015-6931 <._.. r.,Mh� ...x.��:.. .�:�, M�... ..,::<_,,,.. ,. s� .:..�n:.,,s„ k:-;:.��>;��::r.: t� '�"�r:a—.; ,if'., � ?' : � '�:_...y"S;'a.y'C,e,s�3�:^ �as� �.�. i�'"`,r � ty-r ;�.�.�k�� .;..us�`�.z ,;�.c,��n'` ax'��`�' � ..:�,�s. cs�-:�,a�.� .:�.,� a��s'"'��."j�`'��'��x� ��s �`� �-.�y"��'1��F�s�a��<��v��' f ��•1�-��f��-�� .�i��.�°rtEt �. �� ''3:�� .�.t �.�: �, h..�.:�.',,�'�,C ��:..:�.., � y.,.3.ix,.,��. tx.,'�.�..._w� > �>ss>...n.. .»:- , ...�,: ,. 7.�',.,.,f.,... ,.?fi, � Date Activity Number Unit Value Doilar of Units X amount 05/14/14 Death Claim $17,146.14 Eaton Van VT Float Rt 1,987.057000 $1.275826 $2,535.14 RVS Life Fixed $4,680.70 COl VP Div Bond C13 1,904.710000 $1.379464 $2,627.48 COL VP Globat Bd CI3 1,256.234600 $1.339717 $1,683.00 COL VP Balanc Fd C13 2,353.653600 $1.505225 $3,542.78 COL VP Incom Oppt C12 1,514.340700 $1.371580 $2,077.04 A death claim transaction was processed on the account referenced above. The subaccount values shown may reflect more or less than your individual share of the death benefit, the value of which will be confirmed separately. RiverSource Distributors Inc. (Distributor), Member FINRA. Insurance and annuity products are issued by RiverSource Life Insurance Company. Both companies are affiliated with Ameriprise Financial Services, Inc. 02012 Ameriprise Financial, Inc. All rights reserved Page 1 of 4 I# S# 1-2 #000021 MRDF#ZJ5KP -a 45 Summerv�lle ur. Carlisle, PA 17019 August 15, 2014 Joan E. McBride 45 Summerville Dr. Carlisle, PA 17019 RE: Estate of Helen T. Gulden Dear Joan E. McBride: Thank you for contacting Wells Fargo Advisors regarding the account(s) of Helen T. Gulden. Attached is the information regarding the date of death valuation requested. If you have any questions regarding this matter or if you need further assistance, please contact Jennifer Buehler &Tom McKee at 855-603-8146. Sincerely, ��'�ucc�Z� �GG��d� Alaina Russell Assistant Vice President Wells Fargo Advisors, LLC �.; „� iO�e�a_8r N°L��."i+�icw -�t s_�',�'-._ � --- - --- Member FINRA/SIPC � � Estate Valuation Helen T Gulden Date of Death: 03/23/2014 Estate of: Helen T Gulden Valuation Date: 03/23/2014 Account: 8333-1813 - TOD Processing Date: OB/15/2014 Report Type: Date of Death Number of Securities: 11 File ID: Gulden, Helen 8333-1813 Shares Security Mean and/or Security Div and Int Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals 1) CASH 6251.81 Cash 6,251.81 2) 00206R102 948 AT&T INC (T) COM New York Stock Exchange 03/21/2014 34.80000 39.13000 H/L 03/24/2014 34.76000 34.23000 H/L 34.480000 32,667.04 3) CDICX 866.127 CALVERT SHORT DURATION INCM FD CL C Mutual Fund (as quoted by NASDAQ) 03/21/2014 16.26000 Mkt 16.260000 14,083.23 4) 354723447 2949.853 FRANKLIN TAX FREE TR (FRPTX) PA T/F INCM C Mutual Fund (as quoted by NASDAQ) 03/21/2014 10.26000 Mkt 10.260000 30,265.49 Daily Div. Accrual as of 03/23/2014 66.50 5) 543487235 5566.546 I,OOMIS SAYLES FDS II (LGHCX) IN�J GR BD FD C Mutual Eund (as quoted by NASDAQ) 03/21/2014 11.99000 Mkt 11.990000 66,742.89 6) 683940100 8014.501 OPPENHEIMER MULTI ST MUNICIPAL (OPATX) ROCH PA MUN CL A Mutual Fund (as quoted by NASDAQ) 03/21/2014 10.32000 Mkt 10.320000 82,709.65 Daily Div. Accrual as of 03/23/2014 372.10 7) 693391146 1484.231 PIMCO FDS PAC INVT MGMT SER (PRTCX) REAL RETRN C Mutual E`und (as quoted by NASDAQ) 03/21/2014 11.15000 Mkt 11.150000 16,549.18 Daily Div. Accrual as of 03/23/2014 2.61 B) 94985D699 3657.699 WELLS FARGO ADVANTAGE FDS (EKVAX) WEA PN TXFR FD A Mutual Fund (as quoted by NASDAQ) 03/21/2014 11.43000 Mkt 11.430000 41,806.93 Daily Div. Accrual as of 03/23/2014 95.54 9) 30280N362 1798 FT UT3755MUNINC43CM Miscellaneous 03/21/2014 8.14000 A/B 03/24/2014 8.19000 A/B 8.165000 14,680.67 Int: 0.0424 Ex: 03/06 Rec: 03/10 Pay: 03/25/14 76.24 10) 30280R355 5487 FT UT3800MUNINC44CM Miscellaneous 03/21/2014 8.12000 A/B 03/24/2014 8.18000 A/S 8.150000 44,719.05 Int: 0.093 Ex: 03/06 Rec: 03/10 Pay: 03/25/14 235.94 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) Date of Death: 03/23/2014 Estate o£: Helen T Gulden Valuation Date: 03/23/2014 Account: 8333-1813 - TOD Processing Date: 08/15/2014 Report Type: Date of Death Number of Securities: 11 File ID: Gulden, Helen 8333-1813 Shares Security Mean and/or Security Div and Int Identifier or Par Description High/Ask Low/Bid Adjustments Value Accruals 11) 708839782 93 PENNSYLVANIA INSD MUNS INCOME UT SER 78 M Miscellaneous 03/21/2014 25.49000 A/B 03/24/2014 25.47000 A/B 25.480000 1,095.64 Int: 0.06 Ex: 03/06 Rec: 03/10 Pay: 03/25/14 2.58 Total Value: $351,591.58 Total Accrual: $853.51 Total: $352,445.09 Page 2 This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1)