The URL can be used to link to this page

Home My WebLink About07-08-05 REV -1_ EX . (I"') *' OFFiCiAL USE ONL Y REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT - . FILE NUMBER 21 05 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 00128 NUMBER COt.NONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 171:zs.0801 - . ~ECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Yarlen, Lester H. ~ . - ~ DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) ~ 01/26/2005 110/29/1914 o (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) I!! :o:cC", ui2:o: 1II000U %09 uflll 0.. cC 189-09-4964 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 4. Limited Estate o 2. Supplemental Return o 4a. Future Interest Compromise (dale of deeth after 12-12-a2) o 7. Decedent Maintained a Living Trust (AIt8ch copy 01 Trust) o 10. Spousal Poverty Credit (dale 01 death between 12-31-91 and 1-1-951 THIS SEcnON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO: AME COMPLETE MAILING ADDRESS Craig A. Diehl, Esquire IRM NAME (If~) Law Offices of Craig A. Diehl 181 1. Original Return o 181 o 6. Decedent Died Testate (AIt8ch copy of Will) 9. Litigation Proceeds Received ,~ "'z 11I11I 01:0 a:z 8~ o 3. Remainder Return (dale of deeth prior to 12-13-a2) o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AIt8ch Sell 0) 3464 Trindle Road Camp Hill, P A 17011-4436 (1) None (2) None (3) None -~_. (4) None (5) 94,862.91 "~--'---"-,--"--'-~'-' --~-- '- - ~--.'--~---------- (6) 1,057.17 (7) 660.92 (8) (9) 4,583.49 ~-,-~~~- (10) 7,023.32 OFFiCIAL USE ON!. Y 96,581.00 ELEPHONE NUMBER 717/763-7613 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ;:: j :> ~ ii: ~ a: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) 11,606.81 84,974.19 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 84,974.19 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 3,823.84 3,823.84 20. 181 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 84,974.19 .045 (16) ~ 16.Amount of Line 14 taxable at lineal rate x c ~ ::> 0.. 17. Amount of Line 14 taxable at sibling rate x .12 (17) :3i 8 ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) >> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<< Copyright 2000 fonn software only The Laekner Group, Ine. Fonn REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 529 Dogwood Drive -- CITY I STATE PA I ZIP 17055 Mechanicsburg Tax Payments and Credits: 1_ Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 3,823.84 3,750.00 191.19 Total Credits (A + 8 + C) (2) 3,941.19 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 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. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) ____~________~____OO (4) 117.35 (5) (5A) (58) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............................................................... ........ .............................................. 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;.................................................................................. ~ I ~: ~::~ ~h~:::i~on:~s:~~:s~~..~~~.I~.~~~.~~~.:.~~~.~.~~~~~~~~.~.~.~~..i~~~~~:::::::::::::::::::::::::::::::::::: 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?......................................................... ............... ......... ..................................... D D jgI jgI jgI D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare \hIJt I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, ~ is true, cooect end complete. DecIaraIion of preparer other than the personal representative is based on aft inform8\ion of which preparer h8s eny knowledge. SIGNATURE OF PERSON RESP SIBLE FOR FILING RETURN ADDRESS Dea . L. Varlett . ~ :a . 831 HigJ1.1and Court Mechanicsburg, P A 17050 DATE 7<- 1-6~ ADDRESS DATE 40 Carroll Drive Dillsbur , PA 17019 7-/-tJ5 M-- t A 3464 Trindle Road Camp Hill, P A 17011-4436 b5' ADDRESS For dates of death 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 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the nel [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a survi' of assets and filing a tax return are still applicable even if the surviving spouse For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen- parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (. The tax rate imposed on the net value of transfers to or for the use of the dece, 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 decel _ . v _ _ . _ ,_, (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. j\JMPJ) surviving spouse is 0% quirements for disclosure ) or for the use of a natural as noted in 72 P.S. ~9116 . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEI\L TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT I FILE NUMBER I 21-05-00128 ---~,---~._----,-_._.._._.__._,--~--_.__.. -----------~.__._---_._.- -----..----..--.-------- ESTATE OF Yarlett, Lester H. Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly~wned with the right of survivorship must be disclosed on schedule F. DESCRIPTION VALUE AT DATE OF DEATH 350.00 ITEM NUMBER 1 Miscellaneous personal property 2 Refund of equitable interest at 529 Dogwood Drive, Messiah Village See depreciation schedule attached hereto as Exhbit E. 24,700.00 3 Receipt as beneficiary ofING USA Annuity policy due to death of Mary L. Yarlett on January 20, 2005 Annuity Contract # 452632 See ING USA correspondence attached hereto as Exhibit E 18,208.39 4 Receipt as beneficiary ofING USA Annuity policy due to death of Mary L. Yarlett on January 20, 2005 Annuity Contract # 481748 See ING USA correspondence attached hereto as Exhibit E. 18,268.94 5 Receipt as beneficiary ofING USA Annuity policy due to death of Mary L. Yarlett on January 20, 2005 Annuity Contract # 489023 See ING USA correspondence attached hereto as Exhibit E. 30,016.1 0 6 Capital Blue Cross - Refund of health insurance premium 378.28 7 Penn Treaty Insurance Company - refund of premium for long term care policy Policy # P236669 326.30 8 Penn Treaty Insurance Company - Long term care claim payment 1,860.00 9 PNC Bank Checking Account # 5070069612 Balance at Date of Death See PNC correspondence attached hereto as Exhibit E. 613.18 10 PNC Bank Checking Account # 5070069612 Accrued interest 0.08 II PPL - Electric utility refund 21.89 12 Panasonic - Rebate 10.00 Total of Continuation Schedule(s) 109.75 94,862.91 ~-~-- ---- ~~-~ ~---~-- TOTAL (Also enter on Line 5, Recapitulation) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEALlli OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21 - 05 - 00128 ESTATE OF Yarlett, Lester H. 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 NUMBER 13 Patriot News - Refund on subscription DESCRIPTION I VALUE AT DATE OF DEATH 109.75 Page 2 of Schedule E *' SCHEDULE F JOINTLY -OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT I FILE NUMBER 21 ~~~ 00128 ESTATE OF Yar]ett, Lester H. If an asset was made joint within one year of the decedent's date of death, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Ear] E. Yarlett 40 Carroll Drive Dillsburg, P A 17019 Son JOINTLY OWNED PROPERTY: ITEM LETTER NUMBER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY % OF DATE OF DEATH Include name of financial institution and bank account number DATE OF DEATH DECD'S VALUE OF or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. ! A 10/05/] 993 PNC Bank Savings Account # 5080016733 Ba]ance at date of death 2,1l4.16 50% 1,057.08 2 A I 10/05/]993 PNC Bank Savings Account # 50800]6733 Accrued interest at date of death 0.]8 50% 0.09 ______J____ TOTAL (Also enter on line 6, Recapitulation) 1,657.17 *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Yarlett, Lester H. ITEM NUMBER This schedule must be com letec:l and filed if the answer to an of uestlons 1 throu DESCRIPTION OF PROPERTY Include the name of the transferee, their retatlonShip to decedent and the date of transfer. Allsch a copy of the deed lor real estate. DATE OF DEATH DOEYoCO~S EXCLUSION VALUE OF ASSET D (IF APPLICABLE) INTEREST I TAXABLE VALUE American Fidelity Assurance Annuity contract # 1381675 Beneficiary (contingent): Earl E. Yarlett, son 660.92 660.92 i _____L TOTAL (Also enter on line 7, Recapitulation) 660.92 . SCtEU.E H FlN:RAl.. EXPENSES & Aa:HtSTRATIVE COS1S COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Yarlett, Lester H. I FILE NUMBER 21 - 05 - 00128 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER .-----..-.-. A. FUNERAL EXPENSES: 1 Myers Funeral Home - funeral pre-arranged 2 Gingrich Memorials - headstone and engraving 72.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): i ! Street Address City State Zip I - Year(s) Commission paid 2. Attomey's Fees Law Offices of Craig A. Diehl 2,929.15 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 306.00 5. Accountant's Fees , 6. Tax Retum Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - estate advertisement 75.00 2 The Sentinel - estate advertisement 144.29 Total of Continuation Schedule(s) 1,056.55 TOTAL (Also enter on line 9, Recapitulation) 4,583.49 . ScI1edIJe H FtnraI Expenses & AdI.IiMc6IeCostsconlinJed COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER 21 - 05 - 00128 ~-~-- ---------------- 3 Law Offices of Craig A. Diehl - reimbursement of certified mail fee for DPW correspondence ESTATE OF Yarlett, Lester H. 2.21 4 Cumberland County Register of Wills - additional short certificates 12.00 5 Messiah Village - February maintenance fee on 529 Dogwood Drive 582.43 6 Department of Vital Records - Additional death certificates 54.00 7 Fry Communications - 1/2 advertisement fee for sale of scooters 5.70 8 Cumberland County Register of Wills - Filing fee for PA 1500 15.00 9 Cumberland County Register of Wills - Filing fee for Family Settlement Agreement 20.00 10 Penn Treaty Long Term Care Insurance - Premium payments 297.51 II PNC Bank - Checking Fees 4.00 12 Met Ed - Electric Bills 63.70 Page 2 of Schedule H . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ~TH OF PENNSVl.VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT - I FILE NUMBER 2] - 05 - 00]28 ESTATE OF Yarlett, Lester H. Include unrelmbursed medical expenses. ITEM NUMBER ] Messiah Village - final nursing home bill DESCRIPTION AMOUNT 6,568.93 2 Internists of Centra] P A - medica] bills 79.4 ] 3 Pinnacle Hea]th System - hospital bill ] ].32 4 A]ert Pharmacy - Prescription bills 355.82 5 PNC Bank - Check cleared after date of death 7.84 ...---, TOTAL (Also enter on Line 10, Recapitulation) 7,023.32 REV.1513 EX+ 19-001 . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER Yarlett, Lester H. 21 _ 05 _ 00128 NA~:~~~:DDRESS OF PERSON(S) RECEIVING PR~PE~;- tRE~~6~~~~~ TO!; II AMOg~~~:A~ARE _ ____~__.___________ _____._._______ DoNotLllltTn""-lJll _____________ TAXABLE DISTRIBUTIONS (include outright spousal distributions) Earl E. Yarlett Son $2,000 Cash plus 40 Carroll Drive 1/3 Estate Residue Dillsburg, P A 17019 ESTATE OF NUMBER I. 2 Dennis L. Yarlett 831 Highland Court Mechanicsburg, P A 17050 Son 113 Estate Residue 3 Rhonda Grove 6 Links Mobile Home Park, Lot 31 Mechanicsburg, P A 17050 Granddaughter 1/6 Estate Residue 4 Carol Ann Lippert 1168 Kingsley Road Camp Hill, P A 17011 Granddaughter 1/6 Estate Residue Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet_ I II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET MESSIAH VILLAGE...Refund Schedule for Lester & Mary Yarlett at 529 Dogwood Drive Acquisition Fee: $98,800.00 Months Percent Amount Occupied Refunded Refunded = - 1 99.25% $98,059.00 2 98.50% $97,318.00 3 97.75% $96,577.00 4 97.00% $95,836.00 5 96.25% $95,095.00 6 95.50% $94,354.00 7 94.75% $93,613.00 8 94.00% $92,872.00 9 93.25% $92,131.00 10 92.50% $91,390.00 11 91.75% $90,649.00 12 91.00% $89,908.00 13 90.25% $89,167.00 14 89.50% $88,426.00 15 88.75% $87,685.00 16 88.00% $86,944.00 17 87.25% $86,203.00 18 86.50% $85,462.00 19 85.75% $84,721.00 20 85.00% $83,980.00 21 84.25% $83,239.00 22 83.50% $82,498.00 23 82.75% $81,757.00 24 82.00% $81,016.00 25 81.25% $80,275.00 26 80.50% $79,534.00 27 79.75% $78,793.00 28 79.00% $78,052.00 29 78.25% $77,311.00 30 77.50% $76,570.00 31 76.75% $75,829.00 32 76.00% $75,088.00 33 75.25% $74,347.00 34 74.50% $73,606.00 35 73.75% $72,865.00 36 73.00% $72,124.00 37 72.25% $71,383.00 38 71.50% $70,642.00 39 70.75% $69,901.00 40 70.00% $69,160.00 41 69.25% $68.419.00 '1~--42--- - -_._._.~_.., .-.---- _._-~-----~ 68.50% $67,67~ 43 67.75% $66,937.00 I 44 67.00% $66,196.001 45 66.25% $65,455.00 i ~~ 65.50% $64,714.00 64.75% $63,973.00 48 64.00% $63,232.00 49 63.25% $62,491.00 50 62.50% $61 750.00 Month Occupied: March 1995 Months Occu ied ,- Percent Refunded Amount Refunded I i 51 61.75% $61,009.00 52 61.00% $60,268.00 53 60.25% $59,527.00 54 59.50% $58,786.00 55 58.75% $58,045.00 56 58.00% $57,304.00 57 57.25% $56,563.00 58 56.50% $55,822.00 59 55.75% $55,081.00 60 55.00% $54,340.00 61 54.25% $53,599.00 62 53.50% $52,858.00 63 52.75% $52,117.00 64 52.00% $51,376.00 65 51.25% $50,635.00 66 50.50% $49,894,00 67 49.75% $49,153.00 68 49.00% $48,412.00 69 48.25% $47,671.00 70 47.50% $46,930.00 71 46.75% $46,189.00 72 46.00% $45,448.00 73 45.25% $44,707.00 74 44.50% $43,966,00 75 43.75% $43,225.00 76 43.00% $42,484.00 77 42.25% $41,743.00 78 41 .50% $41,002.00 79 40.75% $40,261.00 80 40.00% $39,520,00 81 39.25% $38,779.00 82 38.50% $38,038.00 83 37.75% $37,297.00 84 37.00% $36,556.00 85 36,25% $35,815.00 86 35.50% $35,074.00 87 34.75% $34,333.00 88 34.00% $33,592.00 89 33.25% $32,851.00 90 32.50% $32,110.00 91 31.75% $31,369.00 92 31.00% $30,628.00 93 30.25% $29,887.00 94 29.50% $29,146.00 95 28.75% $28,405,00 --- 96 28.00% $27,664.00 97 27.25% $26,923.00 98 26.50% $26,182.00 99 25.75% $25,441.00 100 25.00% $24700.00 ING March 4, 2005 ESTATE OF LESTER H Y ARLETT C/O LAW OFFICES OF CRAIG A DIEHL 3464 TRINDLE ROAD CAMP HILL PA 17011 Re: 452632-Mary L. Varlett To Whom it May Concern: Enclosed is a check in the amount of $18,208.39, which represents the claim proceeds from this contract. The check consists of the Commuted Value as of 2/4/05, plus additional interest from February 4, 2005 to March 3, 2005. The amounts are shown below: Commuted Value Interest Federal Income Tax State Income Tax Total Benefit $18,149.20 $59.19 $0.00 $0.00 $18,208.39 Early next year, you will receive a Form 1099R form that will provide additional information. If we may be of service to you in the future, please call our Customer Service Center at 1-800-369-5303. Sincerely, ,. / I /j /, ..6-!/"-'--- / .-/,<~ -!"-~7 / / ... 1- . ~ I /. /'~..4 /{,/av I l-' ,/ Craig Wigton, FLMI, ACS, ALHC Claims Department Annuity Services .4 Enclosure C;U9 Lo.cust Streef De:. i'v'i()jnl,~,s" lP, ~~!L-:t,Ol)-28ql) ING March 3, 2005 Estate Of Lester H Varlett C/O Law Office Of Craig Diehl 3464 Trindle Road Camp Hill, PA 17011 Re: 481748 - Mary & Lester Varlett Dear Beneficiary: Enclosed is a check in the amount of $18,268.94, which represents the claim proceeds from this contract. The check consists of the Accumulation Value of the contract as of the date of death, plus additional interest from January 20,2005 to March 2, 2005. The amounts are shown below: Accumulation Value Interest Federal Income Tax State Income Tax Total Benefit $ $ $ $ $ 18,268.94 18,208.38 60.56 Early next year, you will receive a Form 1099-R that will provide additional information. If we may be of service to you in the future, please call our Customer Service Center at 1-800-369-5303. Sincerely, Sabra Hess, ACS Claims Examiner Enclosure lJO<) LOCll:;, Street nc~: j\'1uille~:" 1/\ 5030(j..2,~'~()U ING March 3, 2005 Estate Of Lester H Yarlett C/O Law Office Of Craig Diehl 3464 Trindle Road Camp Hill, PA 17011 Re: 489023 - Mary & Lester Yarlett Dear Beneficiary: Enclosed is a check in the amount of $30,016.10, which represents the claim proceeds from this contract. The check consists of the Accumulation Value of the contract as of the date of death, plus additional interest from January 20, 2005 to March 2, 2005. The amounts are shown below: Accumulation Value $ 29,916.60 Interest $ 99.50 Federal Income Tax $ State Income Tax $ Total Benefit $ 30,016.10 Early next year, you will receive a Form 1099-R that will provide additional information. If we may be of service to you in the future, please call our Customer Service Center at 1-800-369-5303. Sincerely, Sabra Hess, ACS Claims Examiner Enclosure 909 Locust StreeT Des Moines, fA :';0309-2899 FEE-16-2005 22:24 PNCBRNK 412 768 3458 P.02 o PNCBAN< February 17, 2005 Craig A Diehl Attorney at Law 3464 Toodle Rd. Camp Hill, PA 17011-4436 scp RE: Estate of Lester H Yarlett (Deceased) SSN: 189-09-4964 DOD: 01-26-2005 Dear Mr. Diehl: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5070069612 Established 05-09-1991 LESTER H YARLETI DOD balance: $613.18 + $0.08 accrued interest Savings Account Account #5080016733 Established 10-05-1993 LESTER H Y ARLEIT OR EARL E Y ARLETT DOD balance: $2,114.16 + $0.18 accrued interest (Since you sent us both death certificates, I removed Mary name on this letter but she is still on the legal title on the accounts until the decedent processing is completed.) Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK. (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~:?~ Erica L Schlegel 1-800-762-1775 P7-PFSC-04-F . 500 First Ave. Pittsburgh PA 15219 Member FDIC FEB-16-2005 22:24 PI'-lCBRNK 412 76E: 345E: FI.02 o PNCBAN< February 17, 2005 Craig A Diehl Attorney at Law 3464 Trindle Rd. Camp Hill, PA 17011-4436 scp RE: Estate of Lester H Yarlett (Deceased) SSN: 189~09-4964 DOD: 0 I ~26-2005 Dear Mr. Diehl: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5070069612 Established 05.09-1991 LESTER H YARLEIT bOD balance: $613.18 + $0.08 accrued interest Savings Account Account #5080016733 Established 10-05-1993 LESTER H Y ARLEIT OR EARL E Y ARLETT DOD balance: $2,114.16 + $0.18 accrued interest (Since you sent us both death certificates, I removed Mary name on this letter but she is still on the legal title on the accounts until the decedent processing is completed.) Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~_:2. ~ Erica L Schlegel 1-800-762-1775 P7~PFSC-04-F - 500 First Ave. Pittsburgh P A 15219 Member FDIC funst lIill nnn m-pgtnnt~nt OF LESTER H. YARLETT BE IT REMEMBERED, that I, LESTER H. YARLETT, of 529 Dogwood Drive, Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last will and Testament, hereby revoking and making null and void any and all wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto my wife, MARY L. YARLETT, absolutely, provided she survives me for a period of thirty (30) days. ITEM 3: Should my wife, MARY L. YARLETT, fail to survive me for a period of thirty (30) days, or should we die simultaneously, I then give, devise and bequeath my entire residuary estate as follows, to wit: (A) I give the sum of Two Thousand Dollars, to my son, EARL E. YARLETT, providing he survives me. (B) I give the remainder of my estate unto my three sons, RONALD L. YARLETT, EARL E. YARLETT and DENNIS L. YARLETT, in equal shares, per stirpes. ~.,~N~SS : (/,f-'" w- (.J..j) 1v. f:v.. iJ (J ---. L~tI LESTER H. 'YmETT (SEAL) .; '/ I-I I ~_ t -_' -1- ITEM 4: I direct my hereinafter named Executrix to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 5 : I appoint my wife, MARY L. YARLETT, as Executrix of this my Last Will and Testament. Should my wife predecease me, fai 1 to qual ify, cease to act or renounce probate, I then appoint my three sons, RONALD L. YARLETT, EARL E. YARLETT and DENNIS L. YARLETT, as alternate Co- Executors of this my Last will and Testament. ITEM 6: I direct that my Executrix or her successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. this IN WITNESS WHEREOF, j df"'I!II) {I --L.L::-~ day of II.' " i I have hereunto set my hand and seal , 2000. (~~ESS : ".' i n). ,.. I J- <Z.... .> I~ ~ , _ -7 ( G' 1,~/V rl ,~ LESTER H. YARLiTT (SEAL) ~'l l'~(/(i .......,~.i -2- COMMONWEALTH OF PENNSYLVANIA 55 COUNTY OF YORK We, LESTER H. YARLETT, JAN M. WILEY, ESQUIRE and PATRICIA A. BELLUSCIO, the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed this Last ~'l.ill and Testament as ~;Ji"tness and that to the best of their knowledge the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. L..J fjJ.tr YARLETT W ) " "',~ " r' /' ~ ( .. / WITNESS /~_.-. ~ I ,I ./'// ,/. .' 1".__; 'I(,~ Sworn to and subscribed before me this -.Lf!..lday of ,l '! 2000. ( NOTARY PUBLIC , l~/ ' I .I MY COMMISSION EXPIRES: NOr;Hial SI'::::ll S D,?wn GI;-hJir:!lIClr-,- ~'I01,Jr)' 1"11 :tJlil' Dl!ls~urn Don""' h~lk Count\. . ._ f'vly COrnrr1fSSICHl E~prres May 1," ;':(1(1 r M~mhAr. Penns..,.1V~l1i~ A6!:nci,lltillfl 0 \' Of~rres