HomeMy WebLinkAbout08-11-15 REV-1500 EX(02-11) 1505610143 OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County code Year File Number
Bureau of Individual Taxes KPAMEW OF REVOM
PO BOX,280601 INHERITANCE TAX RETURN 21 14 ills
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
11 17 2014 01 06 1926
Decedent's Last Name Suffix Decedent's First Name MI
SOUTNER DOROTHY J
(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
0 1, Original Return 2. Supplemental Return 3. Remainder Return(Dae of Death
Prior to 12-13-82)
❑ (date of death after 12-12-82)
4. Limited Estate 4a.Future interest Compromise r 5, Federal Estate Tax Re urn Required
EX] 6. Decedent Died Testate int�ned a Living Trust
(Attach Copy of Will) El 7. PAet1c.%MoMpyof rust) 8. Total Number of Safe Deposit Boxes
9, Litigation Proceeds Received ❑ 10.ggto 11.Election to tax under S-c.9113(A)
,Xeanl P�!gelr%?7d -1 (Attach Schedule 0)
1 n�tJD!b%�M.ath r
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHO JLD BE DIRECTED TO:
Name Daytime Telephone Number
MICHAEL L BANGS 717 730 731 )
REGISTER OF WILLS USE ONLY
r-1.)
C=
First Line of Address C= r ri
�rl
429 SOUTH 18TH STREET CT)
C->
Second Line of Address
MVt r
41 1
[SATE FILE —t7
City or Post Office State ZIP Code
CAMP HILL PA 17011 ` J r rn
CY)
Correspondent's e-mail address: mikebangsaverizon.net
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knoWedge 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 ny knowledge.
SIGNATURE OF PERSON RESPPNSIBLE FOR FILING RETURN DA 1 E
Michele L.Soutner
AE6VESS
1704 Hichland Dunes Court, Fernandina Beach, FL 32034
SIG R;H ESE TATFVE DA11E
V Michael L. Bangs
ADDRESS
429 South 18th Street,Camp Hill, PA 17011
Side I
1505610143 1505610143
1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: SOutner, Dorothy J.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2. 191, 978 . 40
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. 611 ,280 . 73
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous fon,-Probate Property
(Schedule G) LJ Separate Billing Requested............ 7. 13 , 837 . 27
8. Total Gross Assets (total Lines 1 through 7)........................................................ 8. 817 , 096 . 40
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 40 , 746 . 21
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 3 , 317 . 71
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 44 , 063 . 92
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 773, 032 . 48
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13. 23 , 190 . 97
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 749, 8 41 . 51
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.00 15. 0 . 00
16. Amount of Line 14 taxable
at lineal rate X .045 595 ,235 . 01 16. 26, 785 . 58
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 154 , 606 . 50 18. 23 , 190 . 98
19. TAX DUE................................................................................................................ 19. 49, 976 . 56
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑X
Side 2
1505610243 1505610243
REV-1500 EX Page 3 File Number 21-14-1118
Decedent's Complete Address:
DECEDENT'S NAME
Soutner, Dorothy J.
STREET ADDRESS
824 Lisburn Road,Apt. 519
CITY STATE ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 49,976.56
2. Credits/Payments
A. Prior Payments 48,000.00
B. Discount 2,498.83
Total Credits(A +B) (2) 50,498.83
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 522.27
Check box on Page 2,Line 20 to request a refund
5, If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5)
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;............................................................................... H
❑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?............................................................ H x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. Ex-1 ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in
[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1503 EX+(6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Soutner, Dorothy J. 21-14-1118
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Savings Bonds-20 Series E Bonds 6,369.42
2 Savings Bonds-157 Series EE Bonds 185,608.98
TOTAL(Also enter on Line 2, Recapitulation) 191,978.40
(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)
Rev1508 EX+(111-10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Soutner, Dorothy J. 21-14-1118
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Arcelor Mittal -reimbursement of Part B premiums 950.00
2 Fulton Bank-CD 052-0038512 18,347.44
3 Fulton Bank-CD 052-0166994 5,000.00
4 Fulton Bank-CD 052-0167030 25,500.00
5 Fulton Bank-CD 052-0167041 35,000.00
6 Fulton Bank-CD 052-0276122 40,000.00
7 Fulton Bank-CD 930-0161631 10,000.00
8 Highmark-premium refund 94.90
9 IRS Refund-2014 income taxes 175.00
10 M&T Bank-Checking 5.00
11 M&T Bank-Savings 30,061.81
12 Metro Bank-Personal Premier Savings 110,438.72
13 Miscellaneous cash 449.68
14 Miscellaneous coins-appraised 12/15/14 8,269.68
15 Miscellaneous coins-appraised on 1/14/15
16 Ohio Casualty-refund of premium 44.00
Total of Continuation Schedule See attached page
TOTAL(Also enter on Line 5, Recapitulation) 611,280.73
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10)
Rev-1508 EX+(11.10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC. .
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
continued
ESTATE OF SoFILE NUMBER
utner, Dorothy J. 21-14-1118
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17 Pension Guaranty Corporation-pension replacement check 100.00
18 PNC-Interest on CD 5.08
19 PNC -Interest on CD 308.22
20 PNC Bank-interest earned on CD prior to date of death 32.69
21 PNC Bank-CD 21001026649 8,169.25
22 PNC Bank-CD 21001026961 68,679.71
23 PNC Bank-Checking Account 7,125.91
24 Refund from Pulmonary&Critical Care 150.00
25 Refund from Verizon 24.74
26 Santander-Money Market 123,704.27
27 Santander-Checking 200.04
28 Santander-Retail Statement CD 0775545981 64,684.20
29 Santander-Retail Statement CD 0775545999 31,341.49
30 Wells Fargo-Checking 50.02
31 Wells Fargo-Savings 22,368.88
TOTAL(Also enter on Line 5, Recapitulation) 611,280.73
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
Soutner, Dorothy J. 21-14-1118
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.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH THEIR OPYEOF RELATIONSHIP
DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 Transamerica Life Insurance Company-Annuity No. 13,837.27 13,837.27
02CBT167569; Michele Soutner is the beneficiary of
this annuity.
TOTAL(Also enter on Line 7, Recapitulation) 13,837.27
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09)
REV-1511 EX+(10.09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Soutner, Dorothy J. 21-14-1118
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 4,166.93
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Michele L. Soutner
Street Address 1704 Highland Dunes Court
city Fernandina Beach State FL Zia 32034
Year(s)Commission Paid 17,000.00
2. Attornev's Fees Michael L. Bangs 17,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State ZiD
Relationship of Claimant to Decedent
4. Probate Fees 630.50
5. Accountant's Fees 1,500.00
6. Tax Return Preparer's.Fees
7. Other Administrative Costs 448.78
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 40,746.21
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
Soutner, Dorothy J. 21-14-1118
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Rolling Green Cemetery 1,045.00
2 Stone&Murray Funeral Home 3,121.93
H-A 4,166.93
Other Administrative Costs
3 Cumberland Law Journal-estate advertisement 75.00
4 E.M. Robinson, Edgewood Coin Shop-appraisal 200.00
5 The Patriot News Co. -estate advertisement 173.78
H-B7 448.78
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12.08)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Soutner, Dorothy J. 21-14-1118
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 Golden Living Center 32.50
2 Golden Living Center-January, 2015 bill 500.00
3 Golden Living Centers 800.00
4 Holy Spirit EMS 75.00
5 Lower Allen Township EMS 75.00
6 Primary and Critical Care 150.00
7 Spartan Pharmacy 384.24
8 The Woods-November 2014 charges 1,300.97
TOTAL(Also enter on Line 10, Recapitulation) 3,317.71
(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
Soutner, Dorothy J. 21-14-1118
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(S)RECEIVING PROPERTY Do Not List Tnj teefs) (Words) ($$$)
I• TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 Francine Bretz Niece Six and one-
1403 Third Street quarter percent
West Fairview, PA 17025 of estate
2 Kathy Haskins Friend Five percent of
2510 Arcona Road estate
Mechanicsburg, PA 17055
3 Frank Novakoski Friend Three-quarters of
1726 Elm Street a percent of
New Cumberland, PA 17070 estate
4 Patricia Ross Friend Five percent of
335 Wesley Drive,Apt. 226 estate
Mechanicsburg, PA 17055
5 Michele L.Soutner Daughter-in-Law Rest, residue
1704 Highland Dunes Court and remainder of
Fernandina Beach, FL 32034 estate
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Community United Methodist Church 23,190.97
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 23,190.97
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Dorothy J. Soutner 11/17/2014 162-22-6538
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Wendy Soutner Niece Three percent of estate
820 Lisburn Road
Apt.810
Camp Hill, PA 17011
1
Inventory Report
Active Inventory
Print Date: 02/12/2015
Bonds: File P icing Date: 11/2014
Issue Next Interest Final Maturity
No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note
I EE $75 K14067403EE 05/1980 $37.50 $213.60 $251.10 6.44-/. 05/2010 Mk
-
2 EE75K14067402EE 05/4980 37.50 213.60 251.10 6.44% 05/2010 MA
3 EE 75 K14553047EE 06/1980 37.50 213.60 251-10 6.44% 06/2010 MA
4 EE 75 K14556062EE 06/1980 37.50 213.60 251.10 6.44% 06/2010 MA
5 EE 75 K14559949EE 07/1980 37.50 213.60 251.10 6.44% 07/2010 MA
6 EE 75 K14743635EE 07/1980 37.50 213.60 251.10 6.44% 07/2010 MA
7 EE75_K14747494EE 08/1980 37.50 213.60 251.10 6.44% 08/2010 MA
8 EE---75 K14751584EE 08/1980 37.50 213.60 251.10 6.44% 08/2010 -MA
9 EE 75-K15005154E-E 09/1980 37.50 213.60 251.10 6.44% 09/2010 MA
1-0 -ff-E---75 K15009012EE 09/1980 37.50 213.60 251.10----6.44% 09/2010 MA
11 EE--75k1 5017141 EE 10/1980 37.50 213.60 251.10 6.44% 10/2010 MA
12 EE75 K15019472EE 10/1980 37.50 213.60 251.10 6.44% 10/2010 MA
13 EE 75 012743EE 10/1980 37.50 213.60 251.10 6.44% 10/2010 MA
14 EE75 K15023312EE 11/1980 37.50 192.66 230.16 6.14% 11/2010 MA
15 EE 75 K15272198EE 11/1980 37.50--1'-9266--230.16 6.14% 11/2010 MA
16 EE 75 i6-5-275635EE 12/1980 37.50 192.66 230.16 6.14% 12/2010 MA
17 EE 75 K1 5278535EE 12/1980 37.50 192.66 230.16 6.14% 12/2010 MA
18 --t-E----75 K15947638EE 01/1981 37.50 1-9-266230.16 6.14% 01/2011 MA
--19---ffE--75 K15950131EE 01/1981 37.50 192.66 230.16 614% 01/2011 MA
20 EE 75 K1 5954867EE 02/1981 37.50 192.66 230,16 6.14% 02/2011 MA
21 --E-E -75"K16097150EE 02/1981 1 37.50 192.66 230.16 6,14% 02/2011 MA
22 EE -75 K16101835EE 03/1981 37.50 192.66 230.16 6.14% 03/2011 MA
23 EE 75 R-1-6415047EE 03/1981 37.50 192.66 230.16 6.14% 03/2011 MA
24 ff-E 75 K16417929EE 04/1981 37.50 192.66 230.16 6.14% 04/2011 MA
K16421535EE --04/1981 -�7-501 192.66 230.16
25 614% 04/2011 MA
26 EE 75 K16424775EE04/1981 37.50 192.66 23016 6.14% 04/2011 MA
27 EE--' 7546-66475651HE 05/198137.50 182.85 220.35 5.99% 05/2011 MA
28 EE 75 K16651972EE 05/1981 37.50 182.85 220.35 5.99% 05/2011 MA
29 EE 75 K16654876EE 06/198-1 - 37,50 182.85 220,35 5.99% 06/2011 MA
---ff-E--75 K16657-613EE 06/1981 37.50 182.85 220.35 5.99%
30 06/2011 MA
31 EE 75 K16660992EE 07/1981 37.50 182.85 220.35 5.99% 07/2011 MA
32 EE75 K16664088EE 07/1981 37.50 182.85 --220,35 -5-99% 07/2011 MA
33 EE 75 K25807315EE 08/1981 37.50 182.85 220.35 --5�.-9-90/6 08/2011 MA
34 EE 75 K25809770EE 08/1981 -37.50 182.85 220.35 5.99% 08/2011 MA
35 EE75K25813980EE 09/1981 37.50 182.85 220.35 5.99% 09/2011 MA
36 EE 75 K25816409EE 09/1981 37.50 182.85 220.35 5.99% 09/2011 MA
V---E-E--75 K25819882EE 09/1981 37.50 181851 220.35 5.99% 1 09/2011 MA
4-8--fE------7-5TK-27457556EE L10/1981 37.50 182.85 220.35 5.99%
CO/20
:11:::: MA
Untitled 2 Page 1 of 5
Inventory Report
Active Inventory
Print Date: 02/12/2015
Bonds: File P icing Date: 11/2014
Issue Next Interest Final Maturity
No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note
39 EE $75 K27460530EE 10/1981 $37.50 $182.85 $220.35 5.99% 10/2011 MA
40 EE 75 K27463 664EE 11/1981 37.50 182.85 220.35 5.99% 11/2011 MA
41 EE 75 K28471517EE 11/1981 37.50 182.85 220.35 5.99% 11/2011 MA
42 EE 75 K28474390EE 12/1981 37.50 182.85 220.35 5.99% 12/2011 MA
43 EE 75 K28476467EE 12/1981 37.50 182.85 220.35 5.99% 12/2011 MA
44 EE 75 K28480 888EE 01/1982 37.50 182.85 220.35 5.99% 01/2012 MA
45 EE 75 K28482 664EE 01/1982 37.50 182.85 220.35 5.99% _ 01/2012 MA
46 EE 75 K28485 880EE 02/1982 37.50 182.85 220.35 5.99% 02/2012 MA
47 EE 75 K28487 222EE 02/1982 37.50 182.85 220.35 5.99% 02/2012 MA
48 EE 75 K32101 778EE 03/1982 37.50 182.85 220.35 5.99% 03/2012 MA
49 EE 75 K3210 4474EE 03/1982 37.50 182.85 220.35 5.99% 03/2012 MA
50 EE 75 K32105 880EE 03/1982 37.50 182.85 220.35 5.99% 03/2012 MA
51 EE 75 K32108 557EE 04/1982 37.50 182.85 220.35 5.99% 04/2012 MA
52 EE 75 K32110980EE 04/1982 37.50 182.85 220.35 5.99% 04/2012 MA
53 EE 75 K32112849EE 05/1982 37.50 182.85 220.35 5.99% 05/2012 MA
54 EE 75 K33450217EE 05/1982 37.50 182.85 220.35 5.99% 05/2012 MA
55 EE 75 K33452 111 EE 06/1982 37.50 182.85 220.35 5.99% 06/2012 MA
56 EE 75 K33455791 EE 06/1982 37.50 182.85 220.35 5.99% 06/2012 MA
57 EE 75 K33457 888EE 07/1982 37.50 182.85 220.35 5.99% 07/2012 MA
58 EE 75 K33460221 EE 07/1982 37.50 182.85 220.35 5.99% 07/2012 MA
59 EE 75 K33462355EE 08/1982 37.50 182.85 220.35 5.99% 08/2012 MA
60 EE 75 K33464 660EE 08/1982 37.50 182.85 220.35 5.99% 08/2012 MA
61 EE 75 K33466 777EE 09/1982 37.50 182.85 220.35 5.99% 09/2012 MA
62--E-E -75 K33468129EE 09/1982 37.50 182.85 220.35 5.99% 09/2012 MA
63 EE 75 K33469 441 EE 09/1982 37.50 182.85 220.35 5.99% 09/2012 MA
64 EE 75 K34171 227EE 10/1982 37.50 182.85 220.35 5.99% 10/2012 MA
65 EE 75 K34173344EE 10/1982 37.50 182.85 220.35 5.99% 10/2012 MA
66 EE 75 K34175653EE 11/1982 37.50 172.74 210.24 5.83% 11/2012 MA
67 EE 75 K34176918EE 11/1982 37.50 172.74 210.24 5.83% 11/2012 MA
68 EE 75 K34178849EE 12/1982 37.50 172.74 210.24 5.83% 12/2012 MA
69 EE 75 K34180518EE 12/1982 37.50 172.74 210.24 5.83% 12/2012 MA
70 EE 75 K34182 992EE 01/1983 37.50 172.74 210.24 5.83% 01/2013 MA
71 EE 75 K34184243EE 01/1983 37.50 172.74 210.24 5.83% 01/2013 MA
72 EE 75 K34771 334EE 02/1983 37.50 172.74 210.24 5.83% 02/2013 MA
73 EE 75 K34772 992EE 02/1983 37.50 172.74 210.24 5.83% 02/2013 MA
74 EE 75 K34774213EE 03/1983 37.50 135.48 172.98 5.16% 03/2013 MA
75 EE 75 K38420 558EE 03/1983 37.50 135.48 172.98 5.16% 03/2013 MA
76 EE 75 K38422342EE 03/1983 37.50 135.48 172.98 5.16% 03/2013 MA
Untitled 2 Page 2 of 5
inventory Repo
Inventory Print Date: 02112/2015 1 014
Active File pricin Da
Next interest Final Maturity Note
�- Rate Yield Date __ 0Date MA
Issue Interest Value 5.16°10 ______------- 0412013 _ MA
Bonds'. Date Price $172.98 5.16°to MA
Serial Number $37 50 $135.48 172 98 05/2013
Na. Series Denom 04/1983 37.50 135.48 5.16°!0 05/2013 MA
No.
EE $75 K38424395EE 04/1983 37 50 135.4$ 172.98 5.16°10 _ --- -" MA
75 K38425844EE 05!1983 172.98 0612013 MA
78 EE 37.50 135.48 5.16% 0612013
79 EE 75 K38427508EE 0511983 135.48 172.98 5,16°10MA
75 K38428746EE 06/1983 37.50 172.98 07!2013 MA
80 EE 37.50 _ 35'4$ 172.98 5.16°l0 0712013
81 EE 75 K39032390EE 06!19$3 135.4$ 5.16°!0 0$12013 MA
82 EE 75 K3903392___ QEE- 0711983 37.50 172,98 MA
_ 37.50 135.48 172.9$ 5.16% 0812013
$3- EE 75 K34158704EE 0711983 135.48 5.16% 08/2013 MA
EE 75 K34159540EE 0811983 37.50 172,98
$4 37.50 135.48 5.16°l0 -------- 09!2013 MA
85 -J EE 75 K34161684EE 08/19$3 135.4$ 172.98 5.16%
37.50 _0912013 MA
86 EE 75 K34152767EE 0811983 135.48 172.98 516% MA
75 K34154399EE 37.50 172.98 10!2013 MA
87 EE 09/1983 37.50 135.48 5.16% 10/2013
EE 75 K34156137EE 0911983 135.4$ 172.98 5.16°/o MA
88 75 K41445318EE_ 37.50 172.98 11/2013
89 EE 1011983 37.50 135.48 5.16% 11/2013 MA
EE 75 K4144_6_6_41 EE._. 10/1983 135.4$ 172.98 5.16%
90 37.50 1212013 MA
EE 75 K38347073EE 1111983 135.48 172'98 5.16%
91 - 37.50 1212013 MA
EE 75 K41449 '21EE 1111983 135.4$ 172.98 516°10
92 37.50 01/2014 MA
--EE 75 K4144972flEE 12/1983 135.48 172.98 5.16%
93 37.50 0112014 MA
94 EE 75 K41942006EE 1211983 135.48 172.98 5.16% MA
75 K41943337EE 37.50 172.98 09l2fl14 MA
95 EE 0111984 37.50 135.48 5.16% 0212014
EE 75 K43200083EE 01/1984 135.48 172.98 5.16°N
96 - 37.50 0212014 MA
97 EE 75 K43200790EE 0911984 135.4$ 172'98 5.16°la
75 K43203662EE 3..57 0 172.98 0312014 MA
-98 EE o9EE 0211984 __ -37.50 135.48 172.9$ 5.16% 03J2014 MA
8 EE 75 K43203fl09EE 0211984 135.48 5.16°l0 04!2014 MA
EE 75 K43204554EE 0311984 37.50 _._.._---------- 172.98 _ 5.16°!0
100 - 37.50 135.48 0412014 MA
101 EE 75 K43231130EE 03!1984 135.48 172.98 5.16% MA
EE 75 K43232875EE 37.50 172 98 0512014 MA
102 _ 04/1984 37.50 135.4$ 172.98 5.16°10 0512014
103 EE 75 K43234025EE 0411984 135.48 5.16°/0 0612014 MA
EE 75 K43235203EE 0511984 37.50 172.98
104 37.50 135'48 172.98 5.16°l0 0612014 MA
105 EE 75 K43236599EE 0511984 135.48 5.16% 07!2014 MA
EE _ 75 K43237743EE 06/`19848 37.50 172.98 MA
106 37.50 135.48 172.98 5.16% ----- ------ 07/2014
EE 75 K43229672EE 06/1984 135.48
107 37.50 5.16°l0 -.------------ 0$!2014 MA
EE 75 K46700370EE 0711984 135.48 172.98 5.16°!0
108 37,50 08/2014 MA
EE 75 K46702367LE 0711984 135.48 172.98 5.16%
109 75 K46703068EE 37.50 172.98 08!2014 MA
110 EE 08/1984 37 50 135.4$ 172.98 5.16% 09/2014 MA
111 EE 75 K467_�g42$1E __ 08/1984 135.48 5.16°!0
EE 75 K47405535EE 08/19$4 37.50 172.98
112 37.50 135.48 - --
113 EE _75 K47405390EE 0911984 Page 3 of 5
114_ _EE 75 K47407591 EE
Untitled 2
Inventory Report
Active Inventory.
Print Date: 02112/2015
Bonds: File P icing Date: 11/2014
Issue Next Interest Final Maturity
No. Series Denom' Serial Number- Date Price Interest Value 'Rate Yield Date_ Date Note
115 EE $75 'K47409105EE 09/1984 $37.50 $135.48 $172.98 5.16% 09/2014 MA
_ . .
116 EE 75'K47410966EE 10/1984 37.50 135.48 172:98 5:
Inventory Report
Active Inventory
Print Date: 02/12/2015
Bonds: File P icing Date: 11/2014
Issue Next Interest Final Maturity
No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note
1 E $50 L2156555303E 01/1979 $37.50 $179.06 $216.56 5.93% 01/2009 MA
2 E 50 L2156579860E 02/1979 37.50 179.06 216.56 5.93% 02/2009 MA
3 E 50 L2162249537E 03/1979 37.50 179.06 216.56 5.93% 03/2009 MA
4 E 50 L2163236566E 04/1979 37.50 179.06 216.56 5.93% 04/2009 MA
5 E 50 L2169663132E 05/1979 37.50 181.16 218.66 5.96% 05/2009 MA
6 E 50 L2173980031 E 05/1979 37.50 181.16 218.66 5.96% 05/2009 MA
7 E 50 L2174283637E 06/1979 37.50 181.68 219.18 5.97% 06/2009 MA
8 E 50 L2174291420E 06/1979 37.50 181.68 219.18 5.97% 06/2009 MA
9 E 50 L2174304724E 07/1979 37.50 181.68 219.18 5.97% 07/2009 MA
10 E 50 L2180482549E 07/1979 37.50 181.68 219.18 5.97% 07/2009 MA
11 E 50 L2183686101 E 08/1979 37.50 181.68 219.18 5.97% 08/2009 MA
12 E 100 C2097594899E 09/1979 75.00 363.36 438.36 5.97% 09/2009 MA
13 E 100 C2100937686E 10/1979 75.00 363.36 438.36 5.97% 10/2009 MA
14 E 100 C2102608503E 10/1979 75.00 363.36 438.36 5.97% 10/2009 MA
15 E 100 C2104682495E 11/1979 75.00 367.48 442.48 6.00% 11/2009 MA
16 E 100 C2105149910E 12/1979 75.00 367.48 442.48 6.00% 12/2009 MA
17 E 100 C2105316711E 01/1980 75.00 367.48 442.48 6.00% 01/2010 MA
18 E 100 C2105460852E 02/1980 75.00 367.48 442.48 6.00% 02/2010 MA
19 E 100 C2107841718E 03/1980 75.00 367.48 442.48 6.00% 03/2010 MA
20 E 100 C2107852570E 04/1980 75.001 367.481 442.48 6.00% 1 4/2010 MA
Invento Totals:
Bonds Price Interest Value
20 1 $1,087.501 $5,281.92 $6,369.42
• Cl-bond was Cashed In • EX-bond was EXchanged for an HH bond
• MA- bond is MAtured and not earning interest • NE-bond is Not yet Eligible for payment • NI -bond has Not yet been Issued
• P5- bond is a Series I or EE,was issued in or after May 1997 and includes a 3-month-interest Penalty until the bond is 5 years old
• * bond is a Series I or EE,was issued in or after January 1990 and may be tax exempt if used for post-secondary education
• 0 bond was Cashed In or EXchanged for an HH bond, but is being priced on a date prior to the cashed or exchanged date
Untitled 1 Page 1 of 1
FultmBank
LISTENING IS JUST THE BEGINNING!
December 12, 2014
Bangs Law Office
429S 18`h St
Camp Hill PA 17011
Dear Mr. Bangs,
RE: Dorothy J Soutner, deceased 11/17/2014
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Checking#3634-58060, opened 4/15/13, date of death balance $2001.56, zero
interest accrued as of the date of death, .90 interest paid YTD of death, titled in
her name alone.
Platinum Money Market #9903-10334, opened I1/1/90, date of death balance
$48972.37, plus accrued interest of$4.58, $73.42 interest paid YTD of death,
titled in her name alone, with Michele L Soutner and Francine Bretz as power of
attorney.
DATE OF DEATH ACC
CD# BALANCE INT RATE OPEN ROLL OVER MATURITY
052-0038512 18347.44 1.51 .20 1/3/11 10/3/14 1/3/16
(titled in her name alone)($33.67 interest paid YTD of death)
052-0166994 5000.00 .08 .20 3/15/02 10115114 1/15/16
(titled in her name alone,with Michele L Soumer and Francine Bretz as power of attomey)($9.18 interest pd YTD)
052-0167030 25500.00 1.88 .30 4/9/02 2/9/14 8/9/15
(titled in her name alone,with Michele L Soumer and Francine Bretz as power of attorney)(S83.22 interest pd YTD)
052-0167041 35000.00 4.02 .30 3/4/02 1/4/14 114115
(titled in her name alone,with Michele L Soumer and Francine Bretz as power of attomey)($96.3 8 interest pd YTD)
052-0276122 40000.00 .33 .30 2/17/09 2/17/14 2/17/15
(titled in her name alone,with Michele L Soumer and Francine Bretz as power of attomey)($110.15 interest pd
YTD)
930-0161631 10000.00 15.37 .30 4/15/13 5/15/14 5115115
(titled in her name alone)($43.37 interest paid YTD of death)
If you should have any further questions, please do not hesitate to contact me at 717-327-2497.
Very truly yours,
Qoo
3
April Billett
The
Credit Confirmation Processor
bank o'Z"!v
is '0 tUL-fONA fultonbank.com
Fulton Bank,N.A.Member FDIC, Member of the Fulton Financial Family.
M&TBank
499 Mitchell Road,Millsboro,DE 19966 Records Management
Phone 888-502-4349
F ax (302)934-2955
December 16,2014
Bangs Law Office,LLC
429 South 18'b Street
Camp Hill,PA 17011
Re: Estate of Dorothy J. Soutner
Social Security: 162-22-6538
Date of Death: November 17,2014
Dear Sir or Madam:
Per your inquiry on December 09,2014,please be advised that at the time of death,the above-named decedent
had on deposit with this bank the following:
1. Type of Account Checking Account
Account Number 9859754963
Ownership(Names qj) Dorothy J.Soutner
Opening Date 11/28/2012
Balance on Date of Death $ 5.00
Accrued Interest $ .00
-- ..__...._... . .........................._._. _.........._.......
Total _ _.__$ 5.00 _
2. Type ofAccount Savings Account
Account Number 15004206016964
Ownership(Names oj) Dorothy J.Soutner
Francine S.Bretz(POA)
Michelle L. Soutner(POA)
Opening Date 0112811983
Balance on Date of Death $ 30,061.30
Accrued Interest $ .51
Total $ 30,061.81
3. Type of Account Safe Deposit Box
Box Number/Location 535/Highland Park
Ownership(Names of) Dorothy J.Soutner
Opening Date 08/01/1950
For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds,
please call the Mghland Park at 717-737-3322.
This letter does not include any accounts in which the deceased may have been fisted as Power of Attorney,Custodian of Uniform Transfers,
Representative Payee,or Trustee under a Written Agreement
Sincerely,
Valarie Mercer
Records Management
12/1'-4/VU14 1b:4b 717-�420-46bb HALE 02/02
METRO
3801 Paxton Street 888,937,0004
BANK Harrisburg, PA 17111 nlymetrobank,com
December 16, 2014
Michael L Bangs
429 S 18" $t
Camp Hill PA 17011
RE: Estate of-- Dorothy J Soutner
Tax Identification Number: 162-22-6538
Date of Death; November 17, 2014
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;Personal Premier Savings
Account Number: 7760491544
Date Opened: 111112013
Primary Owner: Dorothy J Soutner
Date of Death Balance- $110,438.72
YTD Interest: $317,56
Principal Balance: $110,438.72
Accrued Interest": $17.00
** Please note: The accrued interest will not be paid if the account is closed prior
to the date the interest is scheduled to post.
Please feet free to contact me at (888) 937-0004 if I may be of further assistance.
Sincerely,
Cindy Sfanbery
Support Assoc!atelDeposit Services
Metro Bank
-T- To c)J-n ei-- E. M. Robinson, EDGEWOOD COIN SHOP
To Cio ffi%L ftp cJ —A a j- 936 South Edgewood Ave. • Jacksonville, FL 32205-5341
Email: edgewoodco@comcast.net
7 (904) 389-0013 • Fax: (904) 389-3124
SUBJECT: l'�ti!'� DATE
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January 7,2015
Bangs Law Office
Micluul Bangs Esq
429 S 18'St
Camp Hill, PA 17011
RE_ Dorothy J Soutner
S SN: 162-22-6535
DOD: 11-17-2014
Dear Mr. Bangs:
In response to your request for Date of Death.(DOD)balances for the customer noted above,our
records show the following:
Certificate of Deposit
Account#21001026649 Established: 11-05-1995
DOROTHY J SOtTTNER
DOD balance: $8169.25+ 1.07 accrued interest
Account#21001026961 Established: 07-01-1994
DOROTHY J SOPTNER
DOD balance: $68,679.71 +297.21 accrued interest
Checking Account
Account#5140105413 Established: 04-01-1974
DOROTHY J SOUTNER
DOD balance: $7,125.91 +0.01 accrued interest
Safe Deposit Sox
The decedent maintained safe deposit box#03178
DOROTHY J SOUTNER.
FRANCINE S BRETZ
Located at:New Cumberland Branch
331 Budge Street
New Cumberland PA 17070
(717) 774-8743
Page 1 of 2
I -- -- . -1- —111 1101 JOVO r. in
Please note that this office provides date of death balances for deposit accounts(IRAs,CDs,Checking and
Savings). We do not proms any financial transactions or provide statements. If you need assistance with
any of these items,please call 1-888-PNC-BANK(1-989-762-2265)or stop by your local PNC Bank branch
office_
Sincerely,
National Financial Services Center
PNC Bank,NA.
Member FDIC
This message is intended for the use of the individual or entity to which it is addressed and may
contain information that is privileged, confidential and exemptfrom disclosure under applicable law.
ff the reader of this message is not the intended recipient or the employee or agent responsible for
delivering this message to the intended recipient,you are hereby notified that any dissemination,
distribution or copying of this communications is strictly prohibited. If you have received this
communication in error, please notify me immediately by reply or by telephone.at 800-762-1775 and
immediately destroy this faxed document.
Page 2 of 2
Santander
January 12, 2015
Michael L. Bangs
Bangs Law Office
429 South 18th Street
Camp Hill, PA 17011
RE: Estate of DOROTHY J SOLITNER
Date of Death: 11/17/2014
Dear Sir or Madam:
Per your request, enclosed please find the account information as of the date of death for the above-named
decedent. For your information, accrued interest is not included in the date of death balance.
Please feel free to contact me if I can be of any further assistance (617) 514-5189.
Very truly yours,
0'k
Ashley Nobrega
Santander Bank, N.A
Decedent Processing/MA1-MB3-02-1 0
P.O. Box 841005
Boston, MA 02284
Enclosures
. Santander
ESTATE OF: DOROTHY J SOUTNER
SOCIAL SECURITY#: 162-22-6538
DATE OF DEATH: 11/17/2014
Account M 0774102039 Type: MONEY MARKET Open date: 12/17/2009
In the name of: DOROTHY J SOUTNER
Date of death balance: $123,704.27
Int.(YTD)from:01/01/2014 To: 10/21/2014 $8070
Accrued interest to date of death:$37.95
Other info:
Account#: 1161133186 Type: CHECKING (INTERESTOpen date: 12/17/2009
BEARING)
In the name of: DOROTHY J SOUTNER
Date of death balance: $200.04
Int.(YTD)from:01/01/2014 To: 10/21/2014 WOO
Accrued interest to date of death: $0.00
Other info:
Account#: 0775545981 Type: RETAIL STATEMENT CD Open date: 06/15/2010
In the name of: DOROTHY J SOUTNER
Date of death balance: $64,684.20
Int.(YTD)from:01/01/2014 To: 10/31/2014 $215.12
Accrued interest to date of death:$12.05
Other info:
Account#: 0775645999 Type: RETAIL STATEMENT CD Open date: 06/15/2010
In the name of: DOROTHY J SOUTNER
Date of death balance:$31,341.49
Int.(YTD)from:01/01/2014 To: 10/31/2014 $798.80
Accrued interest to date of death:$45.28
Other info:
Page 2/2
Customer Correspondence
MAC P6102-o3A
a P.O.Box 6995
Portland,OR 97228-6995
Date of Death Balance Request Response Form
Decedent: Dorothy J.Soutner Case number: 905333o8
Date of death: Monday,November 17,2014 Completed by: Danisha Morris
Requested by: Michael L.Bangs Contact number: (540)562-9021
Mail: Bangs Law Office,LLC Date: December 17,2014
429 South18th Street
Camp Hill,PA 17011
Principal balance Interest paidAccrued Date of death
Account title Affiliation Account type Account number as of date of death yea.tto date of anterest balance
Dorothy J.Soutner Sole Owner Checking xxxxxxxxx9045 $50.02 $0.01 $0.00 $50.02
Michele L.Soutner Power of Attorney
Francine S.Bretz Power of Attorney
-Opened 02/13/2009
Dorothy J.Soutner Sole Owner Savings xxxxxxxx c6638 $22,368.57 $5.59 $0.31 $22.368.88
Michele L.Soutner Power of Attorney
Francine S.Bretz Power of Attorney
-Opened 03/07/2003
Notes:Balances provided are for the last business day prior to the date of death,if the date of death falls on a holiday or weekend.
Money Market Checking and Money Market Access accounts pay dividends only.
Comments:
There was no Safe Deposit Box open on the date of death.
iTRANSAMERJCXA»"�am"^, cY��+s3aeau,~vm/Road wE
LIFE INSURANCE COMPANY Cedar Rapids,m52+ov
12/03/2O14
MICHELE LGOUTNER
17O4HIGHLAND DUNES CT '
FERNAND|NA. FL 32034'2481
Annuity Policy Number: O2CBT1075OS
Dear MICHELE LS{}UTNER:
\Nehave received notification ofthe death nfDorothy J8oudn8r. VVeextend our sincere condolences tnyou for
your loss. Our records reflect the following information regarding this annuity policy:
Annuitant Name: Dorothy JSOutnor
Owner Name: Dorothy JSoutner '
Claimant Name: MICHELE L8{}UTNER
Portion of claim: 100Y6
Annuity Value: $13.837,27 oxVf11/17/2O14
Annuity Type: Qualified
Please complete and return the enclosed forms iOorder toinitiate adeath claim Onthis annuity policy. The
following information is being provided to assist you in completing the forms and submitting the appropriate
documentation.
General Information
The financial professional of record will remain on this annuity unless we are notified of a change in writing.
Please be advised automatic operations such as Systematic Payouts and Automatic Payments have been
stopped. `
'
Please submit the following documents upon selection of an option:
, An original certified death certificate for Dorothy JSoudnorindicating the manner c4death.
^ The completed Annuity Claimant's Statement.
|fyou have a copy cfthe original annuity poU �
ny. �|e�setunnhwitnl
with
Continue the existing Annuity Policy as a Beneficiary I
Prior tncontinuing the annuity policy as beneficiary, the Required Minimum Distribution (RMO) for the year of the
owner's death must be satisfied if it had not been taken by the owner prior to death. Please complete the RK8D
information in the appropriate section ofthe Annuity Claimant's Statement.
LIP
1, DOROTHY J. SOUTNER, of New Cumberland, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
ITEM L 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 death 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 my daughter-in-law MICHELE L. SOUTNER
provided she survives my death by thirty (30)days. Should my daughter-in-law predecease me
or not survive my death by thirty (30) days, then her share shall go to my niece FRANCINE
BRETZ.
ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my
possessions and estate of every nature and wherever situate in the following percentages:
A. Five (5%)Percent to PATRICIA ROSS. In the event that Patricia
Ross does riot survive my death by thirty (30) days,then her share shall go to her
daughter, Lisa Miner.
1
B. Five (5%) Percent to KATHY HASKINS. In the event that Kathy
Haskins does not survive my death by thirty (30) days, then her share shall go to
my daughter-in-law, MICHELE L. SOUTNER; if my daughter-in-law does not
survive my death by thirty (30) days then to my niece Francine Bretz.
C. Six and one-quarter(6.25%) Percent to my niece FRANCINE BRETZ.
In the event that Francine Bretz does not survive my death by thirty (30) days,
then her share shall go to my daughter-in-law MICHELE L. SOUTNER.
D. Three (3.0%) Percent to my niece WENDY SOUTNER. In the event
that Wendy Soutner does not survive my death by thirty (30) days, then her share
shall go to my daughter-in-law MICHELE L. SOUTNER; if my daughter-in-law
does not survive my death by thirty (30)days then to my niece Francine Bretz.
E. Three (3.0%) Percent to COMMUNITY UNITED METHODIST
CHURCH, 16" and Bridge Streets,New Cumberland, Pennsylvania, in honor of
Mel and Marlene Faranov.
F. 0.75% to ANNE and FRANK NOVAKOSKI or to the survivor of
them. If they do not survive my death by thirty (30) days then their share shall go
to my daughter-in-law MICHELE L. SOUTNER. If my daughter-in-law does not
survive my death by thirty (30) days then this share shall go to my niece Francine
Bretz.
G. The remainder shall go to my daughter-in-law MICHELE L.
SOUTNER provided she survives my death by thirty (30) days. Should she
2
predecease me or not sur%ive my death by thirty (30)days then her share shall go
to my niece Francine Bretz.
ITEM IV. 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 V. I appoint my daughter-in-law MICHELE L. SOUTNER executrix of this my
last will. Should my daughter-in-law predecease me or otherwise fail to qualify or cease to serve
as executrix of this my last will, I appoint my niece FRANCINE BRETZ executrix.
ITEM VI. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law 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 d'istribut'ion 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
my personal representatives may determine and at valuations finally to be fixed by them; to
invest in all forms of property, including any stock or other securities in any corporate fiduciary
or its successor without restriction to investments authorized for Pennsylvania 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
3 /7'
�U
Now I ti
receipts and a-penses to pr�cipal or incom car par# o each as my p eso -es
deem proper in their sole discretion.
ITEM VII. I direct that my personal representatives and fiduciaries shall not be required
to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this f day of
2012.
DOROTHY J. SO R
4
The preceding instz meet,c sfiM of thisand FOUR o 'tSW mttm .each
identified by the signature of the testatrix was on the date thereof signed, published,and declared
by DOROTHY J. SOUTNER, the testatrix therein named, as and for her last will,in the presence
of us, who at her request, in her presence, and in the presence of each other, have subscribed our
names as witnesses hereto.
5
CON
ONK i4`F.,;AILTHOf PL-iVA
couNw of cuNoE LA -D
The undersigned,being the testatrix v+tOse name is signed to the attached or foregoing
instrument,having been duly qualified according to law,does hereby acknowledge that I signed and
executed the foregoing instrument as my last will,that i signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
DOROTHY 3. SO N
Sworn or affirmed to and acknowledged
beibre me by the t tatrix named above
this- day a 1,t, ,2012.
t COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
_ ( Wendy K. Straub, Notary Public
Notary Public ! Lowsr Allen Township,Cumberland County
trly Commission Expire,May 10, 2015
COMMONWEALTH OF PENNSYLVANIA { SS.
COUNTY OF CUMBERLAND
1 u �e, / L 6 rw S and t I G�'12 Lthe
witnesses whose names are signed tot 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 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.
Swo or affirmed anp acknowledged
befor e i' (,1 day of
2012.
w otary Public
COMMONWE lT Of PENNSYLVANIA
NOTARIAL SEAL
Wendy K. Straub, Notary Public
lower Allen Township,Cumberland County
My Commission Expires May 10,2015
6
$ANW LALW OFICE, LLC
429 SOUTH 18TH STREET PHONE: 717-730-7310
CAMP HILL,PA 17011 FAX: 717-730-7374
E-mail: m ikebangs(&verizom net
MICHAEL L.BANGS,Attorney-at-Law
WENDY K.STRAUB,Paralegal
August 10, 2015
ry
Lisa M. Grayson, Register of Wills o
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013 ;
RE: Estate of Dorothy J. Soutner
File No. 21-14-1118 ry
Dear Ms. Grayson:
Enclosed you will find the following:
1. The original and one copy of the Pennsylvania inheritance tax return.
2. The original inventory.
According to the return, the estate is due a refund of$522.27. Kindly file the documents
accordingly and contact me directly if you require anything further.
Thank you.
Very truly yours,
vvll/�
Michael L. Bangs
wks
Enclosures
cc: Mrs. Michele L. Soutner
U .P STAGE
ILL,PA
CA
17011
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0, First Class Mail
BANGS LAW OFFICE
429 South 18th Street
o " Camp Bill,PA 17011
TO:
Lisa M. Grayson,Register of Wills
Cumberland County Courthouse
one Courthouse Square
Carlisle,PA 17013
Expected Delivery Days 09/11/2015
USPS TRArwrou NUMBER
9505 5116 0541-5222 0681 28
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