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HomeMy WebLinkAbout08-20-15 (2) i , � 1505607121 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po eox 280601 RESIDENT DECEDENT 2 1 7, 5 0 1 7 0 Harrisbur ,PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Date of Birth Sociai Security Number Date of Death 1, 1 2 0 1 2 0 1 4 0 4 0 7 ], 9 6 3 Decedent's Last Name Suffix DecedenYs First Name M� H a r b e r t T h o m a s M (If Applicable)Enter Surviving Spouse's Information Below MI Spouse's Last Name Suffix Spouse's First Name H a r b e r t C y n t h i a � Spouse's Sociai Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REG157E� 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) Q 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• Attach SchaOunder Sec.9113(A) between 12-31-91 and 1-1-95) ( � CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE.D�RECTED T0: Daytime Telepltege Number � � rn Name D a v i d R G e t z E s q u i r e 7 1 7 � �4 4� 8';�� G'7 J Firm Name Qf Applicable) REGISTER- F,, IL USF�ILY •--- r� , ..._� O C.J W i x W e n g e r & W e i d n e r ,� First line of address � f� � � `'� 5 0 8 N o r t h S e c o n d S t r e e t ' � �- � ,, e Second line of address p � . W �7 I P Q B 0 X 8 4 5 DATE FILED City or Post Office State ZIP Code H a r r i s b u r g P A 1 7 1 0 8 0 8 4 5 ��, I CorrespondenPs e-mail address:d 2tZ www alaw.com I Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, I it is true,correct and complete.Declaration of preparer other than the personal representative�s based on all information of which preparer ha�ny�Ewled� I SI ATURE OF.PER R SPO SIBLE FOR FILING RETURN � ' , ADD ss Mechanicsbur PA 1,7050 I 1,3 D onshire S uare AT� � SIGNA R F PRE ARE THER N REPRESENTATIVE • � J ; ADDRESS � PA 171,08-0845 Wix W en er & Weidner� PO Box 845 Harrisbur PLEASE USE ORIGINAL FORM ONLY Side 1 I I � 1505607121, � 1505607121, � J 1505607221 REV-1500 EX DecedenYs Social Security Number �ecede�t'sName: ThomaS f`1 • Harbert 1i 9 0 5 8 1 5 8 4 RECAPITULATION 1. Real estate(Schedule A) � � . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds(Schedule B) 2 � . . . . . . . . . . . . . . . . . . . . . . . . . . . 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. 1 8 5 5 . 3 7 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6 ' 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . . . . 7. • 8.Total Gross Assets(total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . 8. 1 8 5 5 . 3 7 9. Funeral Expenses&Administrative Costs(Schedule H) . . . . . . . 9� ' 10. Debts of Decedent, Mortgage Liabilities,&Liens(Schedule I) . . . 10. ' 11. Total Deductions(total Lines 9&10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. • 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . �2 1 8 5 5 , 3 7 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . 13. • 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . 14. 1 8 5 5 , 3 7 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(�.2)x.00_ 1 8 5 5 . 3 7 15. O . 0 0 16. Amount of Line 14 taxable � � Q O � . � � at lineal rate X.�_ 16. 17. Amount of Line 14 taxable � � � � �� Q . � 0 at sibling rate X.12 18. Amount of Line 14 taxable � . � � 18 � . � Q at collateral rate X.15 19.Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. � . � � 20. FILL IN THE OVAL lF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 � 15056�7221 1505607221 � REV-1500 EX Page 3 File Number DecedenYs Complete Address: 2� 15 0��0 DECEDENT'S NAME Thomas M. Harbert STREET ADDRESS 802 Briarwood Lane CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: �. Tax Due(Page 2 Line 19) (1) 0.00 2. Credits/Payments A.Spousal Poverty Credit B.Prior Payments C.Discount Total Credits(A+g+�) (2) 0.00 3. Interest/Penalty if applicable D. Interest E, Penalty Total InteresUPenalty(D+E) (3) 0.00 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) 0.00 A.Enter the interest on the tax due. (5A) B.Enter the total of Line 5+5A.This is the BALANCE DUE. (5B) 0.00 Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred: ...................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income; ............................... X c. retain a reversionary interest;or .....................................�......................................................... � � d. receive the promise for life of either payments,benefits or care. ....................................................... 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... � 0 3. Did decedent own an"in trust for"or payable upon death bank account or security at his or her death? ......... ❑ ❑X 4. Ditl decedent own an Indivitlual Retirement Account,annuity,or other non-probate property which contains a beneficiary designation?.................................................................................................. ❑ � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of tleath on or after July 1,1994 and before January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three(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 zero(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 tlisclosure 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 imposetl on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the chiltl is zero(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 four and one-half(4.5)percent,except as noted in 72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the tlecedent's siblings is twelve(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 atloption. REV-1508 EX+(6-98) . SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS� 0[ MISC. INHERITANCE TAX RETURN pERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Thomas M. Harbert 21 15 0170 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. UNB Bank Checking Account No. XXXX2501 1,855.37 TOTAL(Also enter on line 5,Recapitulation) $ 1 855.37 (If more space is neetled,insert additional sheets of the same size) REV-1513 EX+(g-00) SCHEDULEJ COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Thomas M. Harbert 21 15 0170 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE � TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1. Cynthia C. Harbert Spousal 1,855.37 802 Briarwood Lane Camp Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18,AS APPROPRIATE,ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 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,insert atlditional sheets of the same size) �:. � .. . ! LAST WILL AND TESTAMENT (��t )��� �J�vJU OF THOMAS M. HARBERT � I, Thomas M. Harbert, of East Pennsboro Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking all wills and codicils by me at any time made. � ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall . be paid by my Executor out of the property passing under this Will, which is not specifically devised or bequeathed, as an expense and cost of administration of my Estate. My Executor ' shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. ITEM II: I give and bequeath all of my household furniture and furnishings, automobiles, books, pictures, jewelry, china, linen, silverware, wearing apparel and all other like articles of household or personal use and adornment to my wife, Cynthia C. Harbert, if she survives me, or if she does not survive me, to my issue, per stirpes. ITEM III: I give, devise and bequeath unto my wife, Cynthia C. Harbert, all of the rest, residue and remainder of my � property, real, personal and mixed. In the event my wife, Cynthia C. Harbert, does not survive me, then I give, devise and bequeath unto my sister-in-law, Martha C. Parvis, of Newtown, � Connecticut, AS TRUSTEE, (the "Trustee") , all the rest, residue and remainder of my property, real, personal and mixed, not disposed of by the preceding portions of this Will, IN TRUST NEVERTHELESS, for the following uses and purposes: (a) Upon my death, my Trustee shall divide the , principal of the Trust into as many shares or parts as there are then living children of mine and then deceased children of mine represented by then living r ' , I i � issue. The Trustee shall hold one such share as a separate Trust Fund for the benefit of each then living child of mine and one such share as a separate Trust Fund for the benefit of the issue of each such then deceased child of mine. (b) In each'Trust thus established for a then living child of mine, the Trustee shall have, hold, manage, invest and reinvest the principal thereof and shall, if the child has not attained twenty-two (22) years of age, pay to or for the benefit of such child � in not less than quarterly installments so much of the net income and principal of said Trust as the Trustee, in the Trustee' sole discretion, shall deem necessary and appropriate to maintain said child in the proper station in life, including proper support, maintenance, medical, hospital, nursing and nursing home care, and high school, vocational, college, university, post-graduate and other education. Any undistributed income shall be accumulated. Upon such child�s attaining the age of twenty-two (22) years, he or she shall be paid one-third (1/3) of the then assets of the Trust and shall also be paid, directly, all income from . the Trust. Upon such child's attaining the age of twenty-five (25) years, he or she shall be paid one-half (1/2) of the then assets of the Trust. Upon such child�s attaining the age of thirty (30) years, he or she shall be paid all of the remaining assets of the Trust. (If, at the establishment of the Trust, said child has already attained an age at which he or she would have been entitled to one or more distributions of assets, as above provided, the portion(s) which would have been distributed at such prior age(s) shall be paid to such child forthwith.) Should such child of mine die before final distribution of the assets of said Trust, but be 'survived by then living issue, the Page 2 of 8 Trustee shall quarterly pay the net income from said Trust to or for the benefit of said issue, per stirpes, living at each time of quarterly distribution. TwentX (20) years following the death of such child, all then remaining assets of said Trust shall be paid to the then recipients of the income, in the proportion by which they are then entitled to the income. Should such child die before final distribution and not be survived by then living issue, the provisions of Item III(d) herein shall obtain. (c) In each Trust established for the benefit of the issue of a deceased child of mine, the Trustee shall have, hold, manage, invest and reinvest the principal thereof and shall quarterly pay the net income to or for the benefit of the issue of such deceased child of mine, per stirpes, living at the time � of each quarterly distribution. Twenty (20) years following my death, the Trustee shall pay over all of the then assets in the Trust to the then recipients of the income in the proportions by which they are then entitled to the income. • (d) If, at any time before final distribution•of the assets of the Trusts established for my children or the issue of any deceased children of mine, there are no living beneficiaries of a Trust, that Trust shall terminate, and its assets shall be divided into as many equal shares as there are then existing Trusts created • under this Item III, and one such share shall be added to each such then existing Trust, provided that if any of said Trusts herein created has previously been terminated by payment of all of its principal to its beneficiaries, said beneficiaries who received payment of the principal of that Trust shall collectively be considered an "existing Trust" for the purposes of this Item III(d) , and one such equal share Paqe 3 of 8 � ._ � i • shall be paid directly to each beneficiary in the same proportion by which he received the principal• of the Trust or, if deceased, to his issue, per stirpes. If, at the time of termination described in this Item III(d) , there is no then existing Trust, or if at any time before final distribution of assets under this Item, none of my issue is living, the Trust shall terminate, then all of my property, real, personal and mixed, not disposed of by the preceding portions of this Will, shall be distributed one half to my parents, Donald D. Harbert and Mary E. Harbert of Atco, New • Jersey, or the survivor; and one half to my wife's parents, Roy E. Coombs, Jr. and Frances T. Coombs of Berkeley Heights, New Jersey, or the survivor. If both of my parents predecease me, then one half share of my property shall be distributed, in equal shares, to my brothers, James M. Harbert of Taylor, Pennsylvania, and David L. Harbert of Atco, New Jersey, or the survivor. If I am not survived by either of my wife's parents, then one half share of my property shall be distributed to my sister-in-law, Martha C. Parvis. If all of the above persons do not survive me, then all of my . property, real, personal and mixed, not disposed of by the proceeding portions of this will, shall be distributed as if 2 had died intestate, a resident of the Commonwealth of Pennsylvania. (e) In the event of the death, resignation, refusal or inability of my sister-in-law, Martha C. Parvis, to serve as Trustee (and Successor Executor) hereunder, I nominate, constitute and appoint my brother, James M. Harbert of Taylor, Pennsylvania, to serve. ITEM IV: In the settlement of my Estate and during the continued existence of the foregoing Trusts, my Executor and Trustee of each Trust shall possess, among others, the following Page 4 of 8 . , i powers to be exercised for the best interests of the beneficiaries: (a) To retain any investment 2 may •have at my death, so long as my Executor or Trustee may deem it advisable to my Estate or Trusts to do so. (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities other than options or futures, and in such other real or personal property as my Executor or Trustee shall deem wise, without being restricted to so-called "leqal investments." (c) In order to effect a division of the principal of my Estate or a Trust or for any other purpose, including any final distribution of my Estate or any Trust, my Executor or Trustee are authorized to make said divisions or distributions of the personalty and realty, partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date(s) of their division or distribution. (d) To sell, either at public or private sale, and upon such terms and conditions as my Executor or Trustee may deem advantageous to my Estate or Trusts, any or all real or personal estate or interest ttierein owned by my Estate or Trusts, severally or in conjunction with other persons, or acquired after my death by my Executor or Trustee, and to consummate said sale(s) by sufficient deeds or other instruments to the purchaser(s) conveying a fee simple title, free and clear of all Trust, and without obligation or liability of the purchaser(s) to see to the application of the purchase money or to make inquiry into the validity of said sale(s) ; also, to make, execute, acknowledge and Page 5 of 8 . ' ' i deliver any and all deeds, assignments, options or other writings which may be necessary or desirable to effect any oP the bequests or devises made in my Will or in carrying out any of the powers conferred upon my Executor or Trustee in this Item IV(d) or elsewhere in my Will. (e) To mortgage real estate and to make leases of real estate. . (f) To borrow money from any party to pay indebtedness of mine or of my Estate or Trusts, expenses of administration, or inheritance, legacy, estate and other taxes. (g) To pay all costs, taxes, expenses and � charges�, except as herein noted, in connection with the � administration of my Estate or a Trust. My Executor shall pay expenses of my last illness and funeral expenses. (h) To vote any shares of stock which form a part of my Estate or a Trust and otherwise to exercise all the powers incident to the ownership of such stock. (i) To assign to and hold in a Trust an undivided portion of any asset. (j) In the discretion of my Trustee, if the size of any Trust herein established shall become so small � , that it is impractical or uneconomical to continue said Trust, my Trustee may distribute all accumulated income and principal to the then income beneficiaries in proportion to their income interests. (k) The right and discretion to elect the most appropriate settlement options for any pension plans, individual retirement accounts or other employee benefit options payable to my Estate or any Trust, assuming such election shall be in accordance with procedures established by the plan's administrative committee or administrator, as the case may be. Page 6 of 8 ' � (1) The right to engage accountants, attorneys, appraisers and other agents, as deemed necessary by my Executor or Trustee, to render advice to and/or to represent my Executor or Trustee, as my Executor or Trustee deem necessary or appropriate to the administration and preservation of my Estate or the assets of any Trust. ITEM V: If at any time, any minor child or mentally . � incapacitated person shall be entitled to receive any assets hereunder, my Trustee shall act as Guardians of the assets payable to such minor child or mentally incapacitated person and shall have full authority to use such assets in any manner as such Guardians shall deem advisable for the best interests of such minor child� or mentally incapacitated person, including proper support, maintenance, medical, hospital, nursing and nursing home care and high school, vocational, college, university, post-graduate or other education, without securing court order. ITEM VI: Any person who shall have died at the same . time as Testator, or in a common disaster with him, or under such circumstances that it is difficult or impossible to determine who died first, or who shall fail to survive Testator . by ninety (90) days, shall be deemed to have predeceased him. ITEM VII: I hereby nominate, constitute and appoint my wife, Cynthia C. Harbert, to be my Executrix (herein referred to as "Executor") . In the event of the death, resignation, refusal or inability of my said wife to serve as Executor, 2 nominate, constitute and appoint my Trustee to serve as Executor in her place. My Executor, Trustee and Guardian are specifically relieved from the duty or obligation of filing any bond or other security. ITEM VIII: If I survive my spouse, Cynthia C. Harbert, and am survived by minor children, I nominate, constitute and appoint my sister-in-law, Martha C. Parvis, of Newtown, Connecticut to be the Guardian of the person of each such minor Page 7 of 8 ; COMMONWEALTH OF PENNSYLVANIA : . SS.. COUNTY OF DAUPHIN . I, Thomas M. Harb�xt, th� '���t�'�Q�' Wh9se tl�]ile �,s ��.g;IgSl to the attached or foregoing ins�rumeri�, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by , Thomas M. Harbert, the Testator, this ist day of July, 1994. ���.���'�... Thomas M. Harbert, Testator ��C� �� • �C`\1C1-� Notary Public My Commission Expires: (SEAL) NOTARIAL SEAL LISA M.LONG,Notary Public Ciry o(Harrisburg,Dauphin Counly M Commission Ex ires A ril 28.1997 - � _ i child. In the event of the death, resignation, refusal or inability of my sister-in-law, Martha C. Parvis to serve as guardian hereunder, I nominate, constitute and appoint my brother, James M. Harbert of Taylor, Pennsylvania, to serve. IN WITNESS WHEREOF, I have hereunto set my hand and � seal to this, my Last Will and.Testament, consisting of this page and the preceding seven (7) pages, this ist day of July, 1994. �,�.�.�� ��.��..,,� Thomas M. Fiarbert SIGNED, SEALED, PUBLISIiED AND DECLARED by the above- named Testator, Thomas M. Harbert, as and fo.r his Will, in the . presence of us, �aho, at his •request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. �� � �"1�Address 350� �1� I'C� � NIeL��,.:t�(��- P.4- c-�.s-s . / ^ P�Jn � Address l�� a�� �� �C�. �S'��m rH�./.�[� � i)�9v ,C/' l.• Y,(%1�/f%�. Address 1'��,37 ; IL7S1'�//l.Q }�Q(�� � {�'1�,t,c.r�-�•.��1 , �f�f 17.�5� TMHARBERT.u1L DRG14 July 7, 1994 Page 8 of 8 . . • . - , . - . � COMMONWEALTH OF PENNSYLVANIA : • . SS. . COUNTY OF DAUPHIN . We, 1�'-�.r',C� I� . �.1E�1 z. , \I ;c`K� �=1 . 2�:•1•,,it,,c!/ and "�rc�.�cti=� C' ��r-�,�•��._. , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein � expressed; that each subscribing witness, in the hearing and sight of the Testator, signed the Will as a witness; and that to the best of our knowledge, the Testator was at that time 18 or � more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by �y�;cti�Z • �1C-1 2. , _ �t.c �<; �1 i�����:-,n-r� and ,�����r� C• ��r�.<x�. , witnesses, this lst day of July, 1994. _�I, ��//`.'/I Witness c � l� witn `s .� �- /.�: � �. iG7itness � v')C` �Yvl . ('iri� Notary Public My Commission Expires: (SEAL) NOTARIAL SEAL USA M.LONG,Notary Public Ciry of Harrisburg,Dauphin County M Commission Ex ires A ril 28.1997 � �d: � T T V � � April 14, 2015 WIX, WENGER & WEIDNER 508 North�Second Street Harrisburg, PA 17101 Re: Estate of Thomas M. Harbert To Whom It May Concern: This notice serves to inform you of the deposit account Mr. Harbert held at UNB bank. At the time of his death, there was only one open account: a checking account, account #0205542501, titled in the name of Thomas M. Harbert (single owner), the date of death balance being $1,855.37. (This was a non-interest bearing checking account.) If I can be of any further assistance, please do not hesitate to contact me at (570)799-0176. Thank you. erely, ���� ebecca Gross Assistant Branch Manager ZI1vB Bank 1 North Oak Street 1071 Numidia Drive P0.Box 367 P.O.Box 98 Mount Carmel,PA 17851-0367 Numidia,PA 17858 Phone 570-339-1040 Phone 570-799-0176