HomeMy WebLinkAbout05-14-15 J Lsos61413v
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REV-1500 OFFlCIAL USE ONLT
BureauoilntlivitlualTaxes CounryCoOe Vear FileNumber
vo eox zao6oi �NHERITANCE TAX RETURN 2 1 1 y 0 7 8 7
Harrisbur PAi�t28-o6ot RESIDENTDECEDENT
ENTER DECEOENT INFORMATION BELOW
$oci31 S¢cu�ity Number Da�e of D¢dN MMD�YVYV Oate of Bidh MM��V1'YV
0 8 1 8 2 0 1 4 1 2 1 7 1 9 2 3
Decedenfs las�Name SuHix Decetlenfs Flrst Name MI
F I N N E N J A M E S E
(If Applicable)Enler Surviving Spouse's Informa[ion Below
Spouse's Las�Name SuRix Spouse's Firel Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Q 1.Original ReNm � 2. Supplemental ReNm � 3. Remaintler Relum(da�e of tlea[h
Priorto 12�13-82)
� 4.AgricW[ure Exemp�ion � 5. Future Inleres[Compromise(date o( � 6. Federal Esta[e Tax Relum ReQuiretl
�tlateoltleathonoraXer]4-2012) deathafterl2d&82)
� � ��lach copy of wtl Testeta ❑ 8'�qttach copy olime�lned e Llving Tms� 1 9.To�al Numberof Safe�aposi�Boxes
� 10. Liligation Pmceeds Received � 11.Noo-Prabate Transteree Retum � 12. DeferraVEledion ol Spousal Tmsts
(Schedule F and G Assats only)
❑ 13. Business Assets ❑ 14.Spouse Is Sole Beneficiary
(No Vus�Involved)
CORRESPONDENi�THIS SECTION MUST BE COMPLETED.ALL CORRES�ONDENCE ANO CONFIOENTIAL iAX INFORMATION SHOULO BE�IRELTEO T0:
Name Daytime Telephone Number
D A V I D H S T 0 N E , E S Q U I R E 7 1 7 7 7 4 7 4 3 5
Firs�Line of Address
4 1 4 B R I D G E S T R E E T
Secontl Line o(Atltlress
Ciry or PostOHice 5[ate ZIP Code
N E W C U M B E R L A N D P A 1 7 0 7 a � " _ m
`= o
CorrespontlenPse-mailatltlress: DSTONEaSTONE�AW • NET = � � `� �
_' :�
_. .c� �' ; .«.
�REGisrEf4oFWktsu$E-0NL✓..: ,-,-�
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uEGiSiEROFwiLLSW[ONLv � � �
DPTE FILEO MMO�YYYT " � ,J �l
� .L.. I._ I I.J�L�_ . �' N frl �.
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� N O
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DrttE FILE�STAM1 P�
PLEASE USE ORIGINAL FORM ONLV
Side 1
L II�II'llllllllllllllllllll'IIIIIIIIIIIII�IIIIIIIIIIIIIIIIIII
1505614134 1505614134 � �
J 1505614234
REV-1500 EX�Fl) �ecetlenfs Social Security Number
oe�ae�rsHame: JAMES E � FINNEN
RECAPITULATION
1. Real Es[ate(Schetlule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
, 1 � 3 0 o a . o 0
2. srocks and Bonds(scneduie e� . . . . . . . . . . . _ . . .. . . . . . . . . . . . . . . . . . . . . . z. 2 2 7 3 4 , 2 5
3. Closely Held Corporation, Partnership or Sole-Proprierorship(Schetlule C) . . . . . 3. •
4. MORgages antl No�es Receivable(Sc�etlule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. •
5. Casn, eank Deposits and Misceuaneous aersonai Property(SchedWe e). . . . . . . 5. 1 6 1 8 6 8 . 3 9
6. Join�ly Owned Propetly(Schedule F) ❑ Separa[e Billing Reques[etl . . . . . . . 6. 6 3 7 7 , 9 $
Z InterVlvos Trensfers 8 Miscellaneous N mProbate Pmperty
(Schetlule G) �] Separate Biuing fiequestetl . . . . . . . Z 1 0 7 7 5 6 , 3 0
e. Totai Gross nssets(rotai�'ines t Umugh�� . . . . . . . . . . . . . . a. 4 7 1 7 3 6 , 8 9
5. Funerai Expenses and Aam'in'isiren�e Costs(SchedWe H) . . . . . . . . . . . . . . . . . . 9. 2 8 3 8 7 . 1 9
10. Debts of Decedent,MORgage Liabililies,antl Liens(Sc�edule I) . . . . . . . . . . . . . 10. •
11. Total Deductions(mtal Lines 9 antl io) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 t. 2 8 3 8 7 . 1 9
t2. �let VaWe of estate(�ine e minus�ine 1�) . .. . . . . . . . . . . . . . . . . . . . . . .. . . 12. 4 4 3 3 4 9 . 7 �
13. Charitable and Governmental Bequests/Sec 9113 Trusis for which
an election to tax has no�been matle(Schedule J) . .. . . . . . . . . . . . . . . . . . . . 13_ •
ia. NetValueSubjectroiax(unei2minus�inei3) . ia. 4 4 3 3 4 9 . 7 0
TAX CALWLATION�SEE INSTRUGTIONS FOR APPLICABLE RATES
15. Amoun�of Line 14�axable
at Ihe spousal lax rale,or
Vansfere under5ec. 9116
(a)(1 z1 x • 0 � . 0 0 15. 0 . 0 0
16. Amount of Line 14 taxable
auinea�rate x • 045 4 4 3 3 4 9 . 7 0 t5. 1 9 9 S 0 . 7 4
1]. AmountofLlna�4taxeble
a[sibling rele X.12 0 . � � 1]. � . 0 �
18. Amount of Line 14 taxable
a�couateroirare X.i5 0 • 0 0 ie. 0 . 0 0
i9. raxoue . . . . _ . . . . _ _ . _ . _ . . _ . . . . . . _ . . . . . . �s. 1 9 9 5 0 . 7 4
20. FILL IN THE OVAL IF YOU ARE REQUESTMG A REFUNO OF AN OVERPAYMENT ❑
Untler penalties o!perjury,I tlpClare I�aae examinea t�ls reWrry Indutling acmmpanying scM1edules anE s�a�emen(s antl!o IM1e bes�of my knowletlge antl beliel.
It Is Vu&correcl antl oomplete.�eclaration ot preparer oNeriM1an ine person responsiple lor filinq iM1a reNm Is Oesea on all Intormation o�wnion preparer nas
any knowletlge.
NA ERSON SPON9B OR I R URN DATE
S- - �
oaEs
616 TH T PO BOx 261 NEW CUMBERLAND PA 17070
SIG URE O RE E ER H PERSON ftE$PONSIBLE FOR RLING THE RETURN �ATE
/ _ J
A��RE55
414 BR STREE NEW CIJMBERLAND PA 17070
IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII Side2
L 15�5614234 1505614234 J
REV-1500 EX �Fp Page 3 Flle NumEe�
DecedenYs Complete Address: 21 14 0787
oECEoeNrsvnMe
JAf1ES E • FINNEN .__
_. _.. —__—__ ..___ . . ._
sraEer nooaess �
1478 MAPLEWOOD DRZVE
___ . . . _. ___ .. ...
ciTv srare na
NEW CUMBERLAND PA 17070-
Tax Payments and Credits:
t 7�Due�Page2,une19) (i) 19.950 • 74
2 Cretlils/Paymen�s
A.PriorPaymen�s _ ____ . _ _ 17,300 . 00
e.oiscoum 910 • 53
(Seeina�mc�lons) To�alCredits�A�B) (2) 18,210 . 53
3. Interest
(3) 0 � �0
4. If Llne 21s greaie��han Llne 1 «�ne 3,enler�he tllflerence.Thls Is Ihe OVERPAYMENT.
Fill in aval on Page I,Line 201a requesl a refund (4) o . o 0
5. If�'ne 7�Line 3 is grealenhan Line 2 en�er�he tliHerence.ihls is Ihe TAX DUE. (5) 1.7 40 •21
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Dld decedenl make a Vansfer antl'. Yes No
a. re�ain Ihe use or income o�the pmper�y Vans�erred ._... ........... ..'. ❑ ❑
b. re�ainlherlgM�o�esigna�ewhoshalluse�heproperty�ransferretlorilsincome .__ __. x
c. relainareversionaryinterest ............ ____. ....... .... .... ❑ ❑x
tl. receive�hepromi5e�orliteofei�herpayments,benefAsorcare'+ ........ ..... __. ❑ ❑X
2. If death occurretl after Dec.12, 1982,did decedent Iransfer propeny wilhm one year of death
A 9ua�econsideralion? ............... ...._.. ......... ....... ❑ ❑X
3. 0 d decedeot own an"in tms�fol'or payable upon-0eath bank accounror securi�y a�his or her deatM ....... ❑ ❑X
4 Dld�eceden�own an indivitlual ret�emenl accoun�,annuiry or olher non probata propeny which
containsabenefcia devgnation . ........_.._ _.._... ......... ..._._. ❑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 tlea[h on or atter July 1, 1994,antl 6efore Jan. 1, 1995,the tav rate imposetl on the ne�value of�ransfers to or for ihe use of[�e surviving spouse
is 3 percent�72 P.S.§911fi(a)(1.1)(i)�.
For datas o�tlealh on or after Jan. 1, 1995,Ihe�ax rale Imposed on the nel value of transfere to or for Ihe use o(the surviving spouse is 0 percent
�72 PS. §911fi(e)(1.1)(li)�.The staWte tloes not exempt a transter to a surviuing spouse imm tax,an0 the s�aW�ory requiremenis for tlisclosure of assets antl
filing a tax reWm are stlll appllcable even if Ihe surviving apouae Is ihe only benefciary.
Por dates of death on or after July 1, 2000:
• The tax rate imposed on the net valua of transfers Gom a deceased child 21 years of age or younger at tleath to or for the use o(a natural parenl,an
adop[rve pareN or a step-parenl of�he child la 0 peroen�[72 P.S. §9116�a)(12)].
• The tae ra�e imposetl on Ihe net value of transfers�o or for the use oi Ihe decetlents lineal 6eneficiaries is 4.5 pe�cen�,except as note0 in �72 P.S.§9116�a)(1)].
• The tax rate impoaed on the net value o(trana(ers to or for ihe use of ihe decedenfs siblings Is 12 percent�72 P.S.§9116�a)(1.3)�.A sibling is defined,
under Seclion 9102,as an individual who has at least one parent in common wi�h�he deceden(whether by blood or adop�ion.
REV450Y EX�(1P�4�
pennsylvania SCHEDULE A
oEPaarM�u1 a�Rcv�nuE
REAL ESTATE
INNERiANCEiP%REiURN
RE519ENi�ECErENi
ESTATE OF: FILE NUMBER:
JAMES E . FZNNEN 21 14 0787
AI I real propeM owned solely or as a tenanl in comman must be reported at lair markel value.Fair market value is defined as ihe price at which propetly
woWa be exchanged between awilling buyer antl a willing seller,neither being compelletl ro buy orsell,bo�h having reasonable knrnvledge of the relevant�acts.
Real prope�ty that is jaintlyovmed wilh righl of survivorship musl be disclosed on Schedule F.
A�tach a copy ol the setllemenl5heet if ihe properly has been Sold.
ITEM Inclutle a copy of�he deed showing decedenfs in�eres�if owned as tenant in common. VAW E AT DATE
NUMBER OF�EATH
DESCRIPTION
1 Property located at 1478 Maplewood Dr• , New 173,000 . 00
Cumberland, Cumberland County, PA sold to Ro6ert
E Lutz and Mary Jane Lutz, husband and wife on
April 13, 2015
TOTAL(aisoemeronLinei,RecavitWafion.� E L73,aao. 00
Il more space is neeCeq use atlUitional sheets o!paper ol Ne same size.
Rev-�saa ex.;e-�z�
pennsylvania SCHEDULE B
oevnarmErvro�aeveuue
u:ncairaNcsraxaErueN STOCKS & BONDS
aesmeNroeceoervr
ESTATE OF FILE NUMBER
JAMES E � FZNNEN 21 14 0787
All property ioinUy owned with righ[of sanivorship musl be disclosed on Schedule P.
I i EM VALUE AT DATE
NUM6ER �ESCRIPTION OF DEATH
1 275 shares PNC Financial Serv Group stock a 582 � 67 22,734 • 25
each
TOTAL(Also en�er on Line 2,RecapiWla�ion) $ 22�734 • 25
If more space is needed, insert additional shee�s of�he same size
aev-isoe ex.�oenz7
pennsylvania SCHEDULE E
oePnarMer�roFaeveNUE CASH, BANK DEPOSITS & MISC.
INHENIiANfk'A%HERAN
aEsioEnroECEOEn�� PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
JAMES E . FINNEN 21 14 0787
IncluOe t�e pmceetls of Iiligation antl the tlale ihe proceeds were receivetl by the estate.
All properlyjointly owned wi[h right of sunivorship must be disclosetl on Schetlule F.
ITEM VA W E AT DATE
NUMBER �ESCRIPTION OF DEATH
1 2014 Subaru RV Crosstrek at Kelley Blue Book value 24 ,784 •00
2 Bay Alarm Medical-refund on alarm system necklace 74 � 85
3 Chase-refund received 7 • 90
4 Comcast refund 18 � 0�
5 Erie Insurance-refund due 5 . 00
6 Susquehanna Valley FN-Cert of Dep #534-10yc-10907 18 ,298 • 56
7 Susquehanna Valley FCU-Cert of Dep �534-Sycd-10625 21,1�6 • 95
8 Susquehanna Valley FN-Cert of Dep #534-Sycd-10626 21,1�6 • 95
9 Susquehanna Va11ey FCIJ-Cert of Dep #534-Sycd-1�627 14, 42� • �3
10 Susquehanna Valley FCU-Cert of Dep �534-Sycd-11054 16,988 .22
11 Susquehanna Valley FCI1-Cert of Dep #534-Sycd-9735 22 ,136 .28
12 Susquehanna Valley FCU-Cert of Dep �534-Sycd-9736 22,136 � 28
13 The Patriot News refund 113 • 43
14 Toyota-class action suit proceeds 18.22
15 Unclaimed property received 53•72
16 Veterans Affairs-check received 100 • 00
70TAL(AlsoenteronLine5,RecaDitWation� E 161,868 • 39
If more space is needeq use atltlilional sheels o/paper of Ihe same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
JAMES E. FINNEN 21 14 0787
DecedenPs Name Page 1 File Number
Schetlule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM VA W E AT DATE
NUMBER �ESCRIPTION OF DEATH
17 Miscellaneous personal property 500 • 00
SUBTOTAL SCHE�ULE E SOO � �O
GRANDTOTALSCHEDULEE (/+IsoenteronLine5,Recapitulalion) g 161,866.39
REV�t509 E%t(Ot�tO)
pennsylvania SCHEDULE F
oeaAkrMe��oFnE�e��_ �OINTLY•OWNEDPROPERTY
INHER'iAIvCE iA%FHURN
aEsioErv-oECEOErv•
ESTATE OF: FILE NUMBER:
JAMES E • FINNEN 21 14 0787
I(an asset was made jointly awned vnlhin one yearof lhe deredenfs date of dealh,it must be reported on Schedule G.
SURVIVING JOINT TENANT(SJ NAME(S) NDDRE55 REIATIONSHIP TO DEGEDENT
n. JAMES E FINNEN JR 2616 N STH STREET SON
HARRISBIJRG , PA 1711�-
s. PEGGY E BELCASTRO PO BOX 261 DAUGHTER
NEW CUMBERLAND, PA 17070-
c
JOINTLY�OWNEO PROPERTY:
�ErrEa oarE cEscfiiarioNoraaaaEan �AoF onrEaFCEarH
IT'cM FORJOINT MADE �NCLUDENFMEOFFlNAFCIAlINSTlipiIONPNDBhNKeCCOUNiNUMBERDR9MIlAR DAiEOFCEFiH DECEDENiS VPWEOF
NUMBEH 'ENANI JOIM IOENiIFVINGNUM119Ed. AiiACF�EEOFORJOINiL��HELO FEA'�.ESiAiE. VfiLUE OFRSSEi IMEFESi pECE�ENi'SIMEREST
1 • A, B o3iozi13Susquehanna Valley FCU-Cert of Dep 3,525•91 33 � 34 1,175� 54
�534-Sycd-10259 jt w/James E Finnen
Jr and Peggy E Belcastro dtd 3-2-13
2 A, B o3iozia3Susquehanna Valley FCLJ-Savings ACCY 15,604 . 10 33 • 34 5,202 • 41
�534-00 joint w/James E Finnen Jr
and Peggy E Belcastro dtd 3-2-13
TO7AL(Also enter on Line 6, RecapiW�ation) S 6,377 • 9 5
I�more spaceis needetl,use atltlitionalshee6 ofpaperof�he same elze.
asv-�sm ex.�os-os�
pennsylvania SCHEDULE G
°r"^"'^^r"'o'�r�E'+�E INTER-VIVOS TRANSFERS AND
iHn�airn:vc�rnxa�ruev MISC. NON-PROBATE PROPERTY
�smervr oecEoervr
ESTATE OF FIIE NUMBER
JAMES E • FINNEN 21 14 0787
TM1is scM1adWe mus�be compla�etl an0 ftleJ if Na ansver�o aoy ol Quastione�Nmugh 4 on page��ree o(Ne kEV-i5001e yes.
�ESCRIPTION OF PROPERTY
REM iuc��oErHEua�.iEorrHEraRusrEaEE.rnEiaaEunoxsrviarooECECErvrnrvc DATEOFDEATH %OFOECD'S EXCLUSION TA%ABLE
NUMBER meurecFrwwsreA.RnncHncoerorrHeoeEOFaaaEucsrarE. VAWEOFASSET IMERESi VALUE
1 PNC Bank-Checking Acct �5140020241 15,596 • 53 100 • 00 15,596 � 53
jt w/Peggy E Belcastro dtd 1-13-14
Princ 515,596 • 47,Int 5 • 06 = 515,596 • 53
2 PNC Bank-Checking Acct �5140075525 8,758 � 14 1�� . �� 8,758 •14
jt w/Peggy E Belcastro dtd 1-17-14
Princ 58,758 • 11, Int 5 . �3 = 58,758 • 14
3 PNC Bank-Savings Acct �5114117816 50,126 • 81 100 • 00 50 ,126 • 81
jt w/Peggy E Belcastro dtd 1-15-14
Princ 550,125 �OO,Int 51- 81 = 55�,126 . 8
4 Susquehanna Valley FCIJ-Traditional 33,274 . 82 100 • 00 33,274 • 82
IRA w/James E Finnen Jr and Peggy
Belcastro as benef �
70TAL (AisoenteronCine7,Recapiwlatlon� E 107,756 . 30
1!more space is neeOeQ use atlditional sheets of OaOer ol ihe same size.
REV-051� EX�(OB-13�
pennsylvania SCHEDULE H
oEPnRrmEuroFReveHue FUNERALEXPENSESAND
wnereirnvicernxaeruarv ADMINISTRATIVECOSTS
aesroeNr owEOENr
ESTATE OF FILE NUMBER
JAMES E • FINNEN 21 14 0787
Decetlenfs tleEts mus�be reportetl on ScheCule I.
ITEM
NUMBER OESCRIPTION AMOUNT
A FUNERALEXPENSES:
1 Nick ' s Cafe-funeral dinner expenses 500 • 00
Woodlawn Memorials-funeral expenses 1,385 • 00
James Finnen Jr-Reimb for granite plaque 907 • 00
Parthemore Funeral Home-funeral expenses 3,214 . 66
B. ADMINISTRATNECOSTS'.
1. Personal Represenfafive Commisslons'.
Name�s�o�PersonalRepresen�al'rve�s)
S�reetAedress
City S�ate ZIP
vear(s)Commission PaiB.
2 . nnor�eyFee:: David H Stone, Esquire 15,000 . 00
3. FamityExemp�ion_(Iltlecetlenl'sedaressisnolihesameasclaimanYs,atlachexplanallon.)
Claiman�
SVeetA0.�ress
Ciry State ZIP
Reia�lonshipo(Claimaol�a Deceden�
4 . aronaieFee:�. See a19 6elow
5 , AccounroniFees�.
6 � Tex Rewrn areparerFees:
7 . PNC Bank—income taxes withheld 0 • 23
2 Cumberland Law Journal-advertising grant of letters 75• 00
3 Verizon-service at property 51 .77
4 Lower Allen Twp-sewer and trash service at prop 122 •70
5 AT&T-service at property 1 . 91
6 Mark Heckman-appraisal fee on property 450 • ��
7 Verizon-service at property 51 . 57
8 PAWC-service at property 31• 34
9 PAWC-service at property 40 . 54
10 Verizon-service at property 14 •28
11 Verizon-service at property 25-79
12 Lower Allen Twp-sewer and trash service at prop 129 • 07
TOTAL(Also en�er on Line 9,RecapiWlation) 8 28�387 • 19
II more spece is neeaatl,use atltli�ional sM1eetS o(pepero(Ihe same slze.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
JAMES E FlNNEN 21 i4 0787
Decetlenfs Name Page 2 File Number
Schedule H - Funeral Expenses &Atlminis[rotive Costs - B7.
ITEM
NUMBER DESCRIPTION AMOUNT
13 PAWC-service at property 52 • 77
14 Verizon-service at property 26 • 13
15 PAWC-service at property 59- 92
16 The Sentinel-advertising grant of letters 233.02
17 Verizon-service at property 26 •17
18 PAWC-service at property 55•84
19 Register of Wills-probate costs 8 filing ITR & Inv 475• 50
20 PMI-Sept condo dues 115• 00
21 PMI-November condo dues 115• 00
22 PMI-December condo dues 115 • 00
23 PMI-January condo dues 115 • 00
24 Acri-new water heater 835 • 00
25 PMI-March condo dues 118 • 02
26 PMI-April condo dues 115 • ��
27 James Finnen-clean condo 150 . 0�
28 PMI-condo due far October 115• 00
29 PMI-February condo dues 115• 0�
30 Selling casts ($1,996 • 67) less reimb (5436 • 18 ) 1,560 • 49
31 PPL-service at property 264 • 00
32 PAWC-service at property 46 � 66
33 PAWC-service at property 30 • 32
34 Verizon-service at property 49 • 14
35 PPL-service at property 174 . ��
36 PPL-service at property 164 .18
37 PPL-service at property 330 -96
38 PPL-service at property 239 . 75
39 PPL-service at property 221 . 17
40 PPL-service at property 268 • 29
41 Reserve for clasing expenses eoo . 00
SUBTOTALSCHEDULEH�87 6,386 • 33
REV 1513 EX�1�1 �01
pennsylvania SCHEDULE J
oe�aarmeNroF Revervue BENEFICIARIES
INHERIiqNCciq%flEiURV
RESIDENi OEGDENi
ESTATE OF: FILE NIIMBER:
JAMES E � FINNEN 21 14 0787
RELATIONSHIPTODECEDENT AMOUNTORSNARE
NUMBER NAME ANO A��RESS OF PERSON(5J RECEIVING PROPERN Do Nat List Trustee�s) OF ESTATE
� TAxABLE�ISTRIBUTI0N5 IlndutleoutnAn�sOousaltlistAbuOonsanatranstersunder
Seu 9116Ia)It211
1 . JAMES E FINNEN JR 1/2 RESIDUE Lineal 210,307 •72
2616 N STH STREET
HARRISBURG PA 17110—
2 PEGGY E BELCASTRO 1/2 RESIDl1E Lineal 210,307.73
PO BOX 261
NEW CUMBERLAND PA 17070—
3 DIJSTIN J MALESICH SCH B 1 Lineal 22,734 •25
504 N 13TH STREET
HARRISBURG, PA 17103
EMER DOLLAR AMOUNiS FOR OISTRIBUTIONS SHOWN ABOVE ON LMES 15 THROUGH 18 OF REV-0500 COVER SHEET,AS APPROPRIATE.
��, NON-TAXABLEDISTRIBUTIONS'.
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9173 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN-
1 •
B.CHARITABLE AND GCVERNMENTAL DISTRIBl1TI0NS'.
1 •
TOTAL OF PART II - ENTER TOTAL NON-TAYJ�BLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needeQ use addi�ional sheets of paper otthe same size.
• .. ' Sro�e, LeP.�����x & Snex�.tisxi
PTTORNEYS PT LPN
oi< BRiDGE STREET �—�
AY:W VU)WCNLdtlO PAVWO
.' LAST WILL AND TESTAMENT '�
OF I
.. J7�[�]ES E. FINNEN '��..
- , JAh1E5 E, cINNEN, of the Borough of Clew Ccmberland, I
� O�mberland Ccunty, Pennsylvania, declare tnis to be my last �
��, wil: a�d revoke any will oreviously made by me. �
,' I7�'M I : I direct tha[ my Co-Executors hereinafter named i�
�.,-_ _ _, �= � , iusr deb[s and funeral expenses as soon as
conveniently may be done after my decease £rom the residue of '
:cy estace. �
� ?TEM II : I hereb .
y ive and be u
9 q eath all of my stock in
2NC FinanciaL .^.orporation un[o my qrandson, DUSTIN J. MALESICH . ��
� �TEh =_; I devise and bequeath the residue of my estate,
�f every nature and wherever siu�aCe, as follows :
n. One-natf (,/2) thereof, to my son, JAhES c.. �
e1C]P;EN, JR.
3. Cne-naif ( L 2) [hereoi, to my dauqh[er, PEGGY G . �'
aELG1STR0.
ITFh1 IV: I appoin[ my Co-Executors and the�_r successors �
� �3uard'_an oi any property which passes, either under Chi3 Will
ur otherwis2, to _ mir,or and with respect to �,�hich I arti �
�;�,�� ;ricca =o accc_n� ., araian �cd have �ot o[b.eiwi�e
g��
�pecificaliy done so, prov �ided tn�t [his a000intmen[ of „
-. �r:ii:n sha1L not supersede the riah[ of any �iduciary in its �
�isciec:on ro distr� bu[e a share where oossible to the mirior or
'o ancthec for the mir,o-' s beneiit . Such y��ardia� shail have
....�. pcwer [� use o-inrina� as we11 as income '_rom tim2 to t�:me
'-�r �h� ;^inor ' s support and education i-nc'_uding coilege
:a:�� 1 ._; 4
education, 'ooth graduate and undergraduate) without regard to
his or he� parent ' s ability to prcvide for such support and
educa*ior., or to make payme�t for these purpcses, without
further responsibility, to the minor or to the miaor ' s parent
ox to any person taking care of the minor.
i
_rT3M V: I appoini my son, JAMES E. F3NNEN, JR. , and my
daughter, PEGGY E. BELCASTAO, Co-Executors of chis my last
will .
� ITEM VI : No fiduciary ac=inq hereunder shall Ce reouired
i
I to oost bond or enter security for the faithfu'_ performar,ce of
Ihis or her duties in any jurisd=ction. I
IN WITNESS WHEREOF, I, JAMES E. FI^1NEN, have `tereunto set I
- . my hand and seal this 7 day of � ���« �.. , 2013 . �'�,
` ° I
.;AMES �E. FINNEN '�,
SIGNED, SEALED, PUBLISNED and DECI.A32ED by �AMES E. FINNEN, �
'� the Testator abcve named, as and for his Last ;^lill and
'� T=stament, and in che presence of us, who ac his reauest, ir.
� nis oresence and i❑ th.= presence of each ot:.er, hav= subscriced I
'�, oas ❑ames as witr.�s es . '
� J�; � �
I � : � / '�_ �19 2ricae 5[ . , .lew ::��moerla�d, 2A
� �dit*�ss �!/�� � I �- �� Address
��� � I . i
I �� \. __ \ ,� 419 B�idqe St . tiew C�^.beiland, 2A ��
� ;�iteess r'lddress
i
i
=aye 2 or 4 ...
I
COMMONWEALTH OF PENNSYLVANIA:
: 55 :
COUNTY OF COMBERLAND ,
I, J4ME5 E. FNNEN, the Testator whose name is signed to
Che attached or foregoing instrument, having been duly
qualiTied according to law do hereby acknowledge that I signed
and executed this instrument as my last wi11; Lhat I signed it
willingly and that I signed it as my free and voluntary act for
�h� purp;-�ses rherein centained.
i ,
'n .;
JAMES E. FINNEN
Sworn to or affirmed to and acknowledqed before me by
JA[9ES E. EINNEN, che Testator, this ��� day of
l�`�oii�. , 2013 .
�
COMMONWEALTHOFPENNSYLVANIA - -- �
�..-- ��,�. \
NOTARIALSEAL � Notary Public
JENNIFER A. MEAkKLE, NOUry Public
� New Cum6edand 6oro.Cumhenand Co.
I '�, My Cammissian Fxpires Juty 7, 2016
�
I
I
I
� Peqe 3 of 6
II I
COMP!CNWEALTH OF PENNSYLV�NiA :
: S5:
COLNTY OF COMBERSAND •
\
We, �n � f-i, J`�,��f ar.d �na �\ ��.�[\\ the
jwitnesses whose names are signed to the attached or foregoing
i
linstr�iment, being duly quaiified according to law, depose and
say t:�at we were present and saw Testator sign and execute the
instrument as his last will; that Testator signed willingly and
tha� he executed it as his free and voluntary act for the
purposes thecein expressed; that each of us in the hearing and
sight ef the Testato: signed the will as witnesses; that to the
Ibest of our knowledge, the Testator was ac that time eighteen
'�, o: more years of age, of scund mind and under no constraint or
undue i�f'uence . I
it'n �
i
�� Witness
Sworn to or aTfirmed to ar. acknowledged befoze me by (
_ and �C.Q� ���lssA�� , witnesses,
i this �� day of ���I( ((��. , 2013.
,
�i COMMONWEALTHOFPENNSYLVANIA �_� �— �
NOTARIAL SEAL �
JENNIFERA. MEARKLE, NotaryPu6lic �/ � '�ofary Puclic
New Cumbedand �oro.Cum6edand Co.
'�� h1y �ommissian Fxpires July 7, ZC16
I
( page 4 of 6 I
I
!I i
illl II
J 48500041046
aev�aes ex ms-on)
SAFE DEPOSIT
BOXINVENTORY
PA�eOaNrenlolFevenue PLEASE USE ORIGINAL FORM ONLV
Social Secunly or DeaN CeniPcate Number Dale ot DeaN Counly Cotle Vear FHe Num�er
203-10-5178 08/18/2014 21 �4 0787
oecetlenl's Lasl Nama Sulfx Firsl Name MI
Finnen James E
�A�OPESSOF�ECE�ENi STftEET QTV� SiNiE: 21PCO�E.
1478 Maplewood Drive New Cumberland PA 17070
NRMEl�Np AYORE55 OF PERSON REGUESTING TXE OPENING OF TNE SAFE OEPOSIT BO%
rva`�E. David H. Stone Esquire
STREETADORE55�. CITP SiPTE�. ZIPCOOE�.
414 Brid e Street New Cumberland PA 17070
NAMF,FOONESS IlNO REIATIONSHIG(IF�NY)TO�ELEDENL OF PEXSON�S�PRESENT RT TME BO%OPENING
a. NAME�. flEIATIONSHIP:
Peggy E. Belcastro daughter
sraEE.nooaEss�. cm: srnrE�. ziccooe�
P.O. Box 261 New Cumberland PA 17070
_ __ _--__—____ __ _——_. .__.
b. NAME�. REUTIONSMIP'.
STPEETP�ORE55�. CIiP. SiATE�. ZIPCO�E�.
c. NNME�. RELATIONSHIP�.
STREETAO�RE55: CIiV�. STATE�. ZIPCOOE�.
NAME ANO NOORESS OF FINANCIBL INSTRUTION WMERE TXE 9AFE�EPOSR BO%19 LOCRE�
NAME
PNC Bank _
STREEThDDNE55: CrtY�. Sir1iE. LPLOOE�.
331 8rid e Street New Cumberland PA 17070
N�ME OF PERSON MRRIXG NST ENTFY D6TE�NO TIME OF LAST ENTFY
Pe E. Belcastm, as POA 8/12/14 0:00 am
��iEaFCONTMCTTOXEHTBO% NUMBEFOFBO% I TRLEUNOERWNICN90%ISftEplIESTE�
. 41/07/1980 798B James E. Finnen 8 Bett E. Finnen-tleceased
NRME ANO AOORE55 OF PEfl50N�5�XRVING ALCE53 TO 90X
i. NAME: b. NAME
James E. Finnen
sraEE1 aooaess�. sraEET nooaEss- �
1478 Maplewootl Drive
—. _ _.____ _-
CIlr STATE ZIPCO�E: CITV�. STATE�. 21PCODE.
New Cumherland PA 17070
NAME>NO TRLE OG EMPLOYEE T>MING TXE IHVENTOflY
Ryan Saint John
WRSAWILLINTXEBO%'I ] YES � NO Ilye�, a. Oabofwlll:
E. Nam�anJatlEnualP�nanalnPmmlativ�.i/NmeUInlNwlll
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_. . .. ' _ _._ ___._._._ __ _
STREETA��RE55 CITY. STAiE�. ZIPCCOE.
� 48500041046 48500041046 J
REV-485 EX
SAFE DEPOSIT BOX INVENTORY Pa9e _°`—_
INSTRUCTIONS
(t� Cash:Repod lo�al ony.
(2) Stockr.�isl in tle�ail every common or prelerreE cetlifcate,warranl or oiFer rig�fs IounE In Oox. 5locks are to be Cesigna�etl by
name olcom0any,certificate number,aate ot cerliffate,name In which s�ock is raglstereq ana number o(shares antl class cf stock.
(J) Obligatione of U.S.Govemmant Number of i�ems,dale ot issue,face value, names in w�ic�regis�ered and�ype o�owners�ip,
e.,jointty M1eld,oayaole on aeatn,etc.
(4) 9ontle:�esignate by name,amounl,serial num�er,or otFer tlesignatiort(9earer Bonds)
(5) Bank and Savinga and Loan PassEooks:State name of deposimq num0er of book,las�tlate appearing In Oook,name of�ank
and brancM1,ana balance.
(fi) Jewelry,Goiro,Stampa,Manuacdph,e�c.Lisl and tlescn�e as fulty as possible.
p) Deetla,Morigages,Currenl Inaurance Policiea ar atM1er eviEencea ot intlebtetlness:lls�and describe as luly as Oossible.
j (8) All otM1er con�enb.
(9) ReWmcompletetllorm(a: pEPnRimENTOFREVENUE
INHERITFNLE TAC ONISION
OEPT 300601
MHRRISBURG,Pqt]1]9-060t
ITEM ITEM OESG0.IVTION
NO.
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'�� I CERTIFY UNOEF PEN OF P�R RY T �i THEABOVE RECOR015 PEASON RECEIVING COPV OF
� LORRECTANOLO ETETO E FMYKNOWLEDGEANOBELIEF. SAFEOEPOSIT90X�NVENTORV:
i'GNaipRE siGrvRpFE ',
p?WNqME / iqINTNPMEPNOCHECFFPFiOGqIPiEdORBELOW�.
�� Davitl H. e; Esquire �
ai,vr•i.ie — niE wec+naaAoavw*e eax. i
', AttomeyforEstate 12/11201p ❑eneCu1O"m+� C•am���.�,a�=,n,�=i
, ❑�:ia � � �. ]�o��o.,,a,or�arz a�ooin m,
� NOTE:Attach addiHonal 8'L"x 11" sheet(s� it necessary or use Guplicates o/this page o(form.
I ina oeoanmem Is auNcnzea by:aw,aY USA.g<o5(c)(P�(C7�I),m requira aisdosure of Saiei Seanry numoers m mnneciion wun aaminrs�enng sieie lee iewz ihe�eoenment uses Ne
IScc:al5eanly numoer lo iaentiry Ne Oeceaent anE Oersonal represenlatives of Ue es�ala.Tha Commanweallh may alsa use:0e Inlormalion in excnange o�lav'm�ortnalion agreemenls I
w`i0 Fsaeral and locel ia�ing aWM1onties.The slate lew prMibik Ne CommonweaW's personnel hom Ei5Go5in0���4eMal�aa Inlormatlon eme0��o�omual Oufposei
uac,oco�F��„���.�nm��—ia�x�ao�a,�o�n���r
�rn..v�.�eia: i}-zs-aoas-�ax I
i, �JJress: Nl8)InplewnoA Drive I
COPY .rw��,me..�.��. P� ,�o�a
II DEED i
� THIS IYDENTURE made the /3}�ay of �� , in the yeaz 2015, i
�i between JAMES E. FMNEN, JR. and PEGGY E. BELCASTRO, Co-Execurors of the Last
II Will and Testament of JAMES E. FINNEN, late of Lower Allen Township, County of 'I,
II Cumbedand, and Commonwealth of Pennsylvania, of Ihe first pan, hereinafrer called the I
I' Grantors, .
- AND -
ROBERT F,. LU"['Z, SR. and YIARY 1ANE LUi'Z, husbund and wife, of the second I
II part, herei�after calied the Grantees; ;
WHEREAS, the said JAMES E. CINNEN became in his lifetime seised, as of fee, of �
��i and in a certain tract of land, together with the improvements thereon erecced, situate in Lower
IAllen Township, Counry of Cumberland, nnd Commonwealth of Pennsytvania, and more I�
particularly described hereinatter, and being so thereof seised, died on August 18, 2014, having �
'� first made his Last Will and Testament in writing dated bfareh 5, 2013, duly probated and
'�,' registered in the Office of the Regisrer of Wills of Cumberland County on August 22, 2014,
�,I wherein and whereby he appointed as Co-Executors, the said JAMES E. FINNEN, JR. and
PEGGY E. BELCASTRO, to whom Letters Testamentary were duly issued by said Register of I
�� Wills on .August 22, 2014, wherein and whereby said premises hereinafcer described were not
� specifically devised, all as in and by said Will and the records of said Regiscer ot Wills, I
�,�� recourse thereunto being had, appears: ,
� �'OW THIS INDENTURE �VIT�'ESSETH, that the said Grantor, for and in �
,,I consideration of the sum of ONE HLJNDRED SEVENTY-THREE THOUSAND and �
'��, NO/100---($173,000.00)---Dollars, which has been paid to they by the said Grantees at or I
'�� before the sealing and delivery hereof, receipt whereof is hemby acknowledged, has granted, i,
I bargained, sold, aliened, released and contirmed, and by these presen[s does grant, bargaiq sell, '�
,�' alieq release and contirm u�ro the said Grantees, their heirs and assigns, forever.
�� ALL TI[AT CERTAIY tract of Iand situate in Lower Allen Township, Counry oF I
� Cumbedand, and Commomvealth of Pennsylvania, more particularly bounded and described as �
�� (ollows. �o wiC
BEGIYIVING at a point at a comer of Lot No. VI-63 on the hereinafter mentioned Plan
I� o[ Lots; thence along said Lot No. VI-63. North 16 degrees 09 minutes a2 seconds WesL � ��
�� distance of 100 feet to a point at lands of Limited Common Area ho. 2 and said Lot Vo. VI-63:
�� thence along lands of Limited Common Area No. 2, Vorth 73 degrees 50 minutes 18 seconds !
I East. a distance ot 34 feet to a point at lands of Limited Common Area No. 2; [hence along
.�' I2nds of Limi[ed Common Area No. 2 and continuing along Lot No. VI-61 of the hereinafter '
� mentioned Plan of Lots, South 16 degrees 09 minu[es d2 seconds Past, a distance of 100 feet to
_� _
� a point at la�ds of Limited Common Area No. 2 and said Lot Vo. VI-61; thence along lands of
'�I Limited Common Area Vo. 2, South 73 degrees 50 minutes 18 seconds West, a distance of 34 '�
" feet to a comer of Lot No. V I-63 of the hereinafter mentioned Plan of Lots, said point being the '
� placeofBEGINNING.
DEING Lot No. V]-62 of Beacon Hill Final Developmen[ Plan Phase VI, amended, �
II Village of Birchwood, prepared by H. Edwazd Black and Associates, and recocded in Plan
'I Book 68, Page 93. i
GVDER AND SUBJECT to a Declaration of Covenants and ResMetions ceeorded in �
jl Cumberland Counry Miscellaneous Book 319, Page 556.
AND UNDER AND SUBJECT to a Supplemental Declaration of Covenants a�d 'I
il Restrietions recorded in Cumberland County Miscclleneous Book 355, Page 18. '
AND UNDER AND SUBJECT to the By-laws of 6eacon Hill Communiry Associa[ion
i recorded in Cumberland County Miscellaneous Book 319. Page 525.
�� BEING known and numbered as 1478 Ma lewood Drive New Cumberlan �'
P , d,
'I Pennsylvania �,
�I QEING the same premises which Larry G. Wineland and Nancy A. Wineland, husband
I'I and wife, by Deed dated June 27, 2003, and recorded Juiy 2, 2003, in the Office of the
; Recordcr of Deeds of Cumberland County in Deed Book 257, Page 4655, granted and �
Iconveyed unto James E. Finnen and Betty E. Finnen, husband and wife. Betty E. Finnen died I
�,I on February I5, 2013, thus by operation of law vesting title in lames E. Finnen, deceased. I
TOGETHER with all and singulaz the buildings, improvements, ways, streets, atleys, 'i
��I�� passages, waters, warervcourses, rights, liberties, privileges, hereditarnents and appurtenances '
���I whaisoever, thereunto belonging or in any wise appenaining and the reversions and remainders, ��
: rents, issues and protits thereol; and all the estate. right, title, interesL property, claim and I
�I, demand whatsoever ot him, the said 7AMES E. FIIVIVEN, at and immediately before the time j
' oChis decease, in law, equity, or otherwise howsoever. of, in, to or out of the same. '�
TO HAVE AND TO HOLD the said lot or piece of ground above described, with the i
I buildings and improvements thereon erected, hereditaments and premises hereby granted or !,
�i mentioned, and intended so to be, with the appurtenances unto the said Grantces, m and for the '�
',, only proper use and behoof oCthe said Graritees foreve�. �
� AVD the said Graomrs, for themselves and their respec[ive heirs, executors and
�; administra[ors. does covenant, promise and agree [o and with Ihe said Cirantees, their heirs and '�
��� assigns, that they, the said Grantocs, have not heremt'ore done or committed any act, matter or .
��� diing whatsoever whereby the premises he�eby granred, or any part thereof, is, ace, shall or may i
I. be impeached. eharged, or encumbered in title, charge, estate or otherwise howsoever.
I
ii�'� IV WITVESS WHEREOF, the said Gra�tors have hereunto set their hands and seals i
the duy and year first above wcitten.
�� Signed, Sealed, and e �vered . �
se e f
I �
I' \ \ ' (SEAL)
' �' ��� : 1 , ES . FINNEV, R, Co-Exewtor of the
i � : Last W ill and Testament of JAMES E. FINNEN �
i �\' �, ,�`/�,��
I� � �"uc`C�lZS,�"j� (SEAL)
�i _
� : PEG } . BELCASTRQ Co-Executrix of the
: Last Will and Testament of JAMES E. FINNEN
I COMVIONWEALTH OF PENNSYLVANIA .
'� cotnvTY oF �sv..��Atv,� ss: I
On Ihis, the �� day of'�Q+� 20I5, befoce me a No[ary Public, I
I� the undersigned of£cer, personally appeared JAMES E. FINNEV, 1R., Co-Executor of the Las[ I
�. Will and "Iestament of JAMES E. FINNF,N, known m me or satisfac[ocily proven to be [he i
.,I� person whose name is subscribed to the within instrument, nnd acknowledged tha[ he executed
�,i the same for the purposes therei� contained. �
lN WITNGSS WHEREOF, ( have hereto set my hand and notarial seaL ���
i
CO
MMGNN;EFLTHOfPSUNSYLVAN!A ������ � �
_ c i
r�or,�Rb��S:AL Nutary Public I
CAROL L TROXELL, Netary Pu61ic .
� New Cumbedand Bam. Cumbedand Co.
, M Commewian cxpires Cec. 27, 2017
Y
'I COMMONWEALTHOFPENNSYLVANIA . ���,
� ��eti�FU� : SS: '
I COINTY OF
' On [his. [he ����' day oF �Q4�� , '_'015, before me a Vo[ary Public, I
'�.. [he undersigned ofticer, personally appeared PEGGY E. BELCASTRO, Co-Esecutris of the i
I Lnst Will and �Pestament of JAMES E. FINN@;N. known to me or satisfactorily prove�to be the
�,. person whose name is subscribed to the within insvument, and acknowledged that she executed '�.
�; the same for the purposes therein contained.
� IN lb'I'NESS WHEREOF. I have hereto set my hand and notarial seal.
�. /1
� CO�dMON`NEALTHOFPENNSYLVANIA �-\�-� � l 'r— �i
JGiaRIAL SGL Notary Public
CAROL L.TROXELL, Notary Public
� � �
, New CumEetland Bom. Gumbetland Co.
�' My Cemmission Expires Gec. 27, 2017 �"3'
II
I,,' I hereby certify that the precise nddress of the Grantees is ��
I I
I
il DATE:
Attorney for ,
ii I
j
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http:/%ww�w.kbb.com/subaru/xwcrosstrek2014-subaru-xv-erosstrek;'limited-sport-utility-4... 10/31/3014
1850 H:a�zdale Dc Camp Hill, PA 17011-780Y
U�(lU�'H�NN� 339 F,ast Park Dr. [larcisburg, PA 171ll-2730
�
ALLEY �.���,:���-�3�-��52
Tol7Fcce:800-948-1454
F E DERAL CREDIT U N ION Gax:�17-73'7-OSS9
November 7, 2014
David H. Stone, Esquire
Stone LaFaver&Shekletski
414 Bridge Street
PO Box E
New Cumberland,PA 17070
Re: Estate of James E. finnen
Dear Mr. Stone:
The following is the information that you requested regarding Mr.James E. Finnen's account at
Susquehanna Valley Federal Credi[ Union.
Date of Death
Account Balance JointOwners/DateAdded
534-00 Savings 515,604.10 lames E. Finnen,Jr.and Peggy E. Belcastro/March 2,2013
53440yo-10907 $18,298.56 Individual Account
534-Sycd-9735 $22,136.28 IndividualAccount
534-Sycd-9736 522,136.25 Individual Account
534-Sycd-10259 53,525.91 James E. Finnen,Jr.and Veggy E. Belcastro/March 2,2013
534-Sycd-10625 521,106.95 IndividualAccoun[
534-Sycd-10626 521,106.95 IndividualAccount
534-Sycd-10627 $14,420.03 IndividualAccount
534-Sycd-11054 $16,988.22 IndividualAccount
Mr. Finnen also had a Tradi[ional IRA that had a balance of$33,274.82 on August 18, 2014. The
beneficiaries on[he IRA were James E. Finnen,Jr.and Peggy Belcastro.
Please let me know if you need any additional information.
K�i`n`d r�egards,
-�/�L�yl�laG,P
KathyJo McCabe �I
Member Services Supervisor
www . S VFCU . org
:ea, 1L�, 29'�� �: " U ��1C =304 Nc, 24.� P, /2
� PNC
September 10,2014
Davld H Stone Esq.
Stone Lafaver&Shekletski
414 Bridge St
POBoxB
New Cumberlaad,PA 17070
RE: James E Finnen
ssx: zos-iasi�a
DOD: 08-18-2014
Deaz Vfr. Stoae: �
In response to your request for Date of Dearh(DOD)balances for rl�e customer noted above, our
records show the following:
Checkiug Account
Account# 5140020241 EstabGshed: 01-13-2014
r.aMEs �Fs�rr
PEGGY E BELCASTRO
DOD balance: 5 15,596.47+0.06 accrued interest
InterestpaidOl-Ol-2014fluuOS-18-201451.01 YTD
Aceount# 5140075525 EsrablisLed: O1-17-2014
7AIvLES E FIfNEN �
PEGGY£BELCASTRO
DOD belanee: S 8,758.11 +0.03 accrued interest
Tnterest paid OI-01-2014 t}uu OS-18-2014 $ 0.52 'YT'll
Savings Account
Account# Sll4117816 � 8stablished: Ol-15-2014
JAMES E FINNEN
� PEGGY E BELCASTRO
DOb balaace: $ 50,125.00+ I.81 acerued interest
Interest paid Ol-OI-2014 thru OS-18-2014 $ 125A0 'YTD
Page 1 of 2 �
�z�. 1iL 201< ;��, 11F'd �1C -3ot �9c, 24�9 F, 2i2
Safe Deposit Baa
The decedent maintained safe deposit box# 0 i98B
7AMES E FINAAEN
PBGGY E BELCASTRO
Located at:
Kew Cumbedand Bmncb
331 Hridge St
New Cumberland,PA 17070
(171) 774-2982
Please nott that this office pzovides datr of death balances for deposit accaunts(IItAs, CDs,Chuking and �
Savi¢gs). We do uot process any£naucial transaclfons or provlde statemenfs. If youneed assistance with
aay of these iums,plcasc call 1-688-PNGBANK(1-888-762-2265)or stop by yoirz loca]PNC Bank bzanch
office.
Sincerely,
Narional Financial Services Center
PNC Bank,N.A.
Member PDIC
This message is intended for the use of the individual or enrity to which it is addrersed and may
contain informatlon tHat is privi(eged, confidenfia!and uempt from d"uclosure under applicable law.
If the teader oJthis message is nat the intended recipient or the employee or agent responsible for
de[ivering thzr musage So rhe intended recipient,you are here6y nat�ed that arry d'usemination:
d"urribvnon or copving of this communications is snicily prohibited. Ifyou have received this
communicatlon in error,please notify me immediate[y by reply or by telephone at 800-762-1775 ond
immediately destray this fcaed dacument
Page 2 of 2
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Borrower�s�; RobertEWp,S[ File#: CTIC-iB20B
Mary Jane Lup Settlement Date: A/1312015
Se11eHs�: James E.Finnen, Execu[ar
Peggy E.BelcasVo,Executor
Property 1418 Maplewaotl Dnve
Adtlresa: New Cumbetland,PA 17070 �
Oescrip0on Amount
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