The URL can be used to link to this page

Home My WebLink About09-05-05 . REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of MICHAEL R. MIKOLA Y No.21 05 0434 , Deceased Date of Death 4/29/2005 Social Security No. 192144841 also known as Personal Representative(s) of the above Estate, deceased. verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: HAROLD S IRWIN III 1.0. No.: 29920 rk.LdL 0-. ~ J6ri'TH A. EPPLEY Dated SEPTEMBER 0, 2005 Address: 64 SOUTH PITT STREET CARLISLE PA 17013 Telephone: 717-243-6090 --:C~ r-...) C':) c:~_.:) -('~n (,/) Description \'".1, t "' ( __~ _ Value ';1 METROPOLITAN LIFE 62 Shares Common Stock: ID No. 806572491304 PNC BANK CD Account No. 314002331670 22&17.81 -- PNC BANK Checking Account No. 5140401204 1,573.94 PNC BANK Savings Account No. 5003705682 11,018.91 SOVEREIGN BANK CD Account No. 2895296271 40,000.00 PNC BANK Interest Check 69.02 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory ... MICHAEL R. MIKOLA Y 21 05 0434 Paqe 1 Description of Inventory Description Value 50.63 SOVEREIGN BANK Interest Check COMCAST CABLE Refund 40.52 14.65 AT&T Refund BP MOTOR CLUB Refund 14.83 NATIONWIDE MUTUAL FIRE INSURANCE COMPANY Refund of Unearned Premium 40.00 CAPITAL BLUE CROSS Refund of Unearned Premium 98.58 WEST YORK VFW Death Benefit 200.00 COMMONWEALTH OF PA Property Tax Rebate 326.00 14.26 MET LIFE Replacement of Stale Dividend check Grand Total $ 77,890.95 REV.1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 .REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT W I- ~~lI) U o:~ w~u :I:o:g Ua.lD a. <( DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W () W C MIKOLA Y MICHAEL R. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY FILE NUMBER 21 -0 5 0 4 3 4 COuN'TY"CoiiE ----yEAR- - - NUMaER-- SOCIAL SECURITY NUMBER 1 92- 1 4 - 4 8 4 1 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Retum (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required _ 8, Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION'Ml)st;Be1CoMPtE:rED:iA~t:CORRESRDNbENU.ND~CONFtDENtIALTA}("INFORMArt:ION~SH(:)tJnO:BEDIRECTEQ';'rO: ' ' NAME COMPLETE MAILING ADDRESS HAROLD S IRWIN III 64 SOUTH PITT STREET FIRM NAME (If Applicable) IRWIN LAW OFFICE CARLISLE PA 17013 TELEPHONE NUMBER 717 -243-6090 z o i= < ...I :::> !:: a.. < () W 0:: z o I- < I- :::> a. :! o u >< < I- 04/29/2005 01/15/1926 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [Xl 1, Original Return D 4. Limited Estate [Xl 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Retum D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy o!Trust) D 10, Spousal Poverty Credit (date of death between 12.31-91 and 1.1.95) I- Z W Cl Z o a. lI) w 0: 0: o U 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6, Jointly Owned Property (Schedule F) D 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) 12. Net Value of Estate (Line 8 rninus Line 11) (6) (7) (9) (10) 13. Charitable and Governmental 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X _(15) 12,447.81 X .045 (16) 0.00 X .12 (17) 49,791.25 X .15 (18) (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ">>:"BEmstJRE"TditA'NSWE~~e12tOOESTrONsr0NlRE'q.ERS1:::S1DE;~ND;RECHEO~;M~1!H;;B(~l<i;l,t',i:j,'i> .'.!;: . 0.00 2,411.80 0.00 0.00 75,479.15 OFFI~L USE ONL~.) cf! 1"1':"":' (0") 2:J i'l-l C/, CJ - J (-) "0 "C';'1 -"if r"S .1:.- rrl : "r-: 0.00 0.00 I (8) 77,890.95 14,339.50 1,312.39 (11) (12) (13) 15,651.89 62,239.06 0.00 (14) 62,239.06 0.00 560. 1 5 0.00 7,468.69 8,028.84 Decedent's Complete Address: STREET ADDRESS OME THORNWALD H 35 EAST GATE DRIVE CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 8,028.84 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check to: REGISTER OF WILLS, AGENT 0.00 0.00 8,028.84 8,028.84 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; ........................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 00 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 pe~ury, I declare that I have examined this return. including accompanying schedules and statements. and to the best of my knowledge 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 any knowledge. SIGNATURE OF(:5RSON RES ONSIBLE FOR FILING RETURN ADDRESS DATE 09,(0 /2005 DATE 9/ /2005 ADDRESS For dates of death on or after July 1, 1994 and be ore 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. 99116 (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% [72 P.S. 99116 (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 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 child is 0% [72 P.S. 99116(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%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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-1502 EX + (6-98) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MIKOLAY. MICHAEL R. 21 05 0434 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is iointlv-owned with rillht of survivorship must be disclosed on Schedule F. . . SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE 0.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 REV-1503 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF MIKOLAY. MICHAEL R. FILE NUMBER 21 05 0434 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1, DESCRIPTION VALUE AT DATE OF DEATH 2,411.80 METROPOLITAN LIFE 62 Shares Common Stock: 10 No. 806572491304 Value as shown on Exhibit "B" TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2 411 .80 REV-1504 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT .SCHEDULE C CLOSEL Y.HELD CORPORATION, PARTNERSHIP OR SOLE.PROPRIETORSHIP ESTATE OF MIKOLAY. MICHAEL R. FILE NUMBER 21 05 0434 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE 0.00 TOTAL (Also enter on line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 REV-1507 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF MIKOLAY. MICHAEL R. FILE NUMBER 21 05 0434 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE 0.00 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 REV-15G8 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT . . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MIKOLAY. MICHAEL R. FILE NUMBER 21 05 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. 0434 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. DESCRIPTION VALUE AT DATE OF DEATH 22,017.81 PNC BANK CD Account No. 31400231670 See Bank Letter at Exhibit "C" PNC BANK Checking Account No. 5140401204 See Bank Letter at Exhibit "C" PNC BANK Savings Account No. 5003705682 See Bank Letter at Exhibit "C" PNC BANK Interest Check 1,573.94 11,018.91 69.02 SOVEREIGN BANK Account No. 2895296271 See Bank Letter at Exhibit "0" SOVEREIGN BANK Interest Check 40,000.00 50.63 COM CAST CABLE Refund 40.52 AT&T Refund 14.65 BP MOTOR CLUB Refund of Unearned Membership 14.83 NATIONWIDE MUTUAL FIRE INSURANCE COMPANY Refund of Unearned Premium 40.00 CAPITAL BLUE CROSS Refund of Unearned Premium 98.58 WEST YORK VFW Death Benefit 200.00 COMMONWEALTH OF PA Property Tax Rebate 326.00 METLlFE Replacement Dividend Check 14.26 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 75.479.15 REV-1509 EX + (6-98) . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MIKOLAY. MICHAEL R. FILE NUMBER 21 05 0434 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. B c JOINTL Y.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DE CD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A. NONE 0.00 0.00 I. TOTAL (Also enter on line 6, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) . SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 05 0434 ESTATE OF MIKOLAY. MICHAEL R. This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OFTHE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 1. NONE 0.00 0.00 TOTAL (Also enter on line 7 Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MIKOLAY. MICHAEL R. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. FILE NUMBER 21 05 0434 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOLLINGER FUNERAL HOME, INC. 7,290.50 2. MOUNT ROSE CEMETERY - Grave Marker 2,172.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees IRWIN LAW OFFICE 4,650.00 3. Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS 197.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. REGISTER OF WILLS - Filing Invenotry and Appraisement 30.00 TOTAL (Also enter on line 9, Recapitulation) $ 14339.50 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF MIKOLAY. MICHAEL R. FILE NUMBER 21 05 0434 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. METRO MED SERVICES Medical Bill VALUE AT DATE OF DEATH 81.25 2. SPRINT Utility Bill 74.28 3. CUMBERLAND-GOODWILL FIRE RESCUE Medical Bill 52.93 4. THORNWALD HOME Nursing Home Expenses 912.00 5. EAST GATE APARTMENTS Move Out Charges 191.93 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,312.39 'EV" """. 'w COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER MIKOLAY MICHAEL R. 21 05 04:\4 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. JUDITH A. EPPLEY Collateral 409 Pine Grove Road 20% RESIDUE Gardners, PA 17324 2. KAREN J. PALMER Collateral 405 Pine Grove Road 20% RESIDUE Gardners, PA 17324 3. PATRICK E. CLANCY Collateral 920 Rohlers Church Road 20% RESIDUE Dover, PA 17315 4. ROBERT H. CLANCY Collateral 2314 West Market Street 20% RESIDUE York, PA 17404 5. YURIANNA MIKOLA Y Lineal 1260 SE 27th Street, Apartment 206 20% RESIDUE Homestead, Florida 33035 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. NONE 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. NONE 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) ~ LAST WILL AND TESTAMENT I, MICHAEL R. MIKOLAY, of 433 Pine Grove Road, Gardners, Cumberland County, Pennsylvania 17324, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. give, devise and bequeath all of my estate of whatever nature and wherever situate to my step-children, Judith A. Epply, Karen J. Palmer, Patrick E. Clancy, Robert H. Clancy and my granddaughter, Yurianna Mikolay, share and share alike, or the survivors thereof. 4. J nominate and appoint Judith A. Epply, to be the personal representative of my estate, to serve without bond. If she cannot or does not serve, then I appoint Karen J. Palmer to be the substitute personal representative, also without bond. 5. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. B9/B2/2BB5 11:59 717-796-1385 N ...... C IU QI) ~ P-l c::,-... o~ E ~ E .... lJ) 0 u -[~;i~' - I- 'Ill W ;l:! ~ ~~ 1 ~ i f~m~~f "i: 11:1\ :r iN U ~ ~ ~' Q;; 0- ::l .ll: e g, ;: .3 ~ 0 .i ~ 1:1 Cll CI .. .... ..... 'tr 10 ID l&J C U ~ ..... 1: :J u a.. :rltl ~ 'ii ,,"0 IV IDo lJ) U IlooN 'i: IJQ\' 1:1 *' ~N .!! "'- C-c;t :z: Q,) - o 5 ~ o - " u ~ ~ ...... ] 1.1 E V) c: o .- ......, ro - CIJ ex:: L.- a .., U) ClJ > c: I-f ~ ~ I .::r- ~ ~ =:r- <:) C'-J 0:-><0 tP C'" r'J ~ CJ'\ N '<t III 0\ .... . en r-- IV CD to ... co ..-t r-- n:I (T') (T) C"'I C"'I .t: I/) 0 0 II') .. .... l"'l N N ... o ..... U 10 u.. OJ J....J U c:: L: QI IV a. ElU.5 t:n~::.a.glll '--COo....2. _: :I: ...J > "0 1Il1ll1ll1llll:l<( o ->- ->- ->- ;:, :!:: U ra 10 Il3 tJ Ci CQC<(lf) - .... <> ~ AI ~ .,.~:5~!! ">o,Z1 ilia:;! , Ill:;: 1.,1 III ""' CIJ o !it'.5 o..ClJE; 'l:I~III.2:>.c l: 1.,1 ~'l:I ;cl 10 1O's-J;2..!!C ~~ III ~ In E ~ Q >QI.2.:o~ ...J~"'~Urt.l _V)L..~="'IU :.2 -= 2.~ ~ o.....Io........""C ~-2U10'l) ~~~~ti= ~i !:'r.:.f:!i _lIIoa~~.5 ~; ~ III ~ III QQlIII.fl':;j~ ..r~ ~<:I ~ ~~~ru~_ ~'l;J >o,,J::<~ Q.,cvraJ-..... g'ii E III 'E.,! 'ill1ll..ci;IIl.Jl! eJ:\uJ:\lIl::r o C1J:E 1O.c: :!t lIlii;:c=1-1Il .c.c;:",~yji!: I-QJ'l;J ~... welii'5ilii..." ~.a:5!.l!I:!:!~ CO~~ItT'::..c 2: ;:> ... ...... ;;. l!l '!: Co III .... ;l 2 '0 III > :;:; ~ -c .E :0- ;: ~ i3 :tl l: ..., c c:: ~ ~ Q .Q III CIJ .~ l!;:.. QI l:l\1.,I c::C - '" ~E it III ~t:ftI E ~~~ ~ e;lQ~IllQ OuQl....._... ~-c:>;l~1:l .l:J:::I:Ic; Ql 1:l1ll1J 'E ::>OOF ~'iO~..{l=, ~...lIlQIDIIl ....."E:~N=~ ~",_....c::c ""'Ij;;~>-U\"IQ III .!!l.Cl 13 -,:,c %:1: -1-1.,1 '" ,-g 'I;; 5:l B g.:!1~.!!l~e ~g;~!!rQO ~ .: Q,~ 1I ~ r:I\~.B:o-EdS -E~IlI:;;;lI) ~:H~e~~ .g.c.~C-ci~ "l:IOO~ItI~Gi Ei:'" . eo i;-;;: '" "'"t:I _Q=' O...~8..L.... V=,Ol 'CIl:l.Q PAGE B1 l(') o o r::! N 0; g) ... :g z "jij 01 II) ..J ~ "0 0.. ~ ... :> 'I:: ~ o l!. :;:I o r,;. ~ o "o:r m lL p., -5 ... ~ 4i ~ ~ ~ .- -' e-. ] ii 2 ';) .!::::l ~ ,g 5 8 ~ ~ 1$ S .!::i ~ ~ ..Q RUG-04-2005 18:01 PNCBRNK 412 768 3458 P.01 ~ PNCBAN< August 05, 2005 Harold Irwin Attorney at Law 64 S Pitt St. Carlisle, P A 17013 RE: Estate of Michael R MilcoJay (Deceased) SSN: 192-14-4841 DOD: 04-29-2005 scp Dear Mr. Irwin: In response to your request for Date of Death balmces for the l;ustomer noted above, our records show the following: Certificate of Deposit ACcOlmt #31400231670 Established 07-22-2002 MICHAEL R MIKOLA Y DOD balance: $22,000.00 + $17.81 accrued interest CheddDg A.ccount Account #5140401204 Established 04-30-1987 MICHAEL R MIKOLA Y DOD balance; $1,573.94 + $0.00 accrued interest Savings Account Account #5003705682 Established 11-29-2001 MICHAEL R MIKOLA Y DOD balance: $11,01823 + $0.68 accrued interest Page 1 of2 RUG-12I4-21211215 18:1211 PNCBRNK 412 758 3458 P.12I2 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.P 500 First Ave. Pittsburgh PA 15219 Member POle Page 2 of2 TOTRL P.12I2 _.c Sovereign Bank May 16, 2005 Harold S INin III 64 S Pitt St Carlisle, PA 17013 Dear Mr. INin, Michael R Mikolay holds a Certificate of Deposit (2895296271) with Sovereign Bank in the amount of $40,000.00. This certificate is individually owned. Mr. Mikolay elected a monthly interest check, so the balance is always at $40,000.00. Please call me with any questions. Sincerely, - S-~~~ Justin M Conner Sovereign Bank 269 Penrose PI Carlisle, PA 17013 717-249-7911 717-249-0155 - fax jconner1 @sovereignbank.com E o v .::t. c: ~ ..c c: b.O ev L- ev > o III . ~ ~ ~