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Home My WebLink About05-01-06 'IEV-15OC EX + (6-00) REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W () W C KOTCH EMILY C. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 09/29/2005 02/27/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w ~ ~ -Ul (.)O::~ wg;(.) :J:0::3 (.) ll. al ll. < [Z] 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) o 10. Spousal Poverty Credit (daleo/death between 12-31.91 and 1.1-95) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 5 0 9 0 6 ""CoUNTY'CoiiE --VEAR- - - 'NtiMBER- - SOCIAL SECURITY NUMBER o 69- 2 6 - 7 9 0 2 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale of death prior to 12-13-82) o 5. Federal Estate Tax Return Required Q.. 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o ll. Ul W 0:: 0:: o (.) COMPLETE MAILING ADDRESS C/O H. Charles Benner, Esq. 0.00 X _(15) 0.00 0.00 X _(16) 0.00 0.00 X .12 (17) 0.00 474,913.72 X ,15 (18) 71,237.06 (19) 71,237.06 NAME Barbara J. Younker & John G. Younker FIRM NAME (If Applicable) H. Charles Benner TELEPHONE NUMBER 717 656-4201 200 East Main Street Leola z o ~ ..J ::J !::: a. < () W 0::: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 12. Net Value of Estate (Line 8 minus Line 11) 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I- ::J a. ~ o () ~ I- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 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 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT PA 17540 OFFIC1>AL USE ONLYl 71,616.00 I ) I ) 136,725.71 128,128.08111 173,919.52 ) i\ G) (8) 510,389.31 18,347.35 17,128.24 (11) (12) (13) 35,475.59 474,913.72 (14) 474,913.72 Decedent's Complete Address: STREET ADDRESS 6 MD' 8 agaw rive CITY . J STATE 1 ZIP 17013 Carlisle PA Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C, Discount (1 ) 71,237.06 65.000.00 3.421.05 Total Credits (A + B + C) (2) 68,421.05 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Une 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 Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILL~ 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; ........................................................................... 0 (2S] b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IZJ c. retain a reversionary interest; or ...................................................................................................... 0 IZJ d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IZJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. IZI 0 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. (2S] 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 IZJ 0.00 0.00 2,816.01 2,816.01 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 that I have examined this return, includinQ 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 prepar any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~ ~~ 65 East ai Street Leola SIGNATURE OF R,_ PAR~THAN ~ ADDRESS 200 East Main Street Leola PA 17540 DATE 4/25/06 PA 17540 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. 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. ~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 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. S9116(a)(1.2)J. 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. S9116(1.2) [72 P.S. s9116(a)(1 )J. 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, s9116(a)(1 ,3)J. 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) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF KOTCH EMILY C FILE NUMBER 21 05 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0906 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 59,680.00 2. 4 $10,000.00 EE bonds Purchased 7/1986, decedents name alone Redemption value 8 $1,000.00 EE Bonds Purchased 10/1986, decedent's name alone Redemption value 11,936.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 71,616.00 u.s. Savings Bond Redemption Receipt Branch ID: 1 Redemption Date: 11/04/2005 Emily C Kotch 069-26-7902 c/o John or Barbara Younker 65 E Main St Leolal PA 17540 Transaction Number: 1252746 Teller ID: fbklacsr1 Issue Interest Redemption Serial Number Series Denom D'ate Issue Price Earned Value X565749-EE EE $10/000 07/1986 $5/000.00 $9/920.00 $14/920.00 X565748-EE EE 10/000 07/1986 51000.00 9/920.00 14/920.00 X565747-EE EE 10/000 07/1986 51000.00 9/920.00 14/920.00 X565746-EE EE 101000 07/1986 51000.00 9/920.00 14/920.00 M19210651-EE EE 11000 10/1986 500.00 992.00 1/492.00 M19210650-EE EE 1/000 10/1986 500.00 992.00 1/492.00 M19210649-EE EE 1/000 10/1986 500.00 992.00 1/492.00 M19210648-EE EE 1/000 10/1986 500.00 992.00 1/492.00 M19210647-EE EE 1/000 10/1986 500.00 992.00 1/492.00 M19210646-EE EE 1/000 10/1986 500.00 992.00 1/492.00 M19210645-EE EE 1/000 10/1986 500.00 992.00 1/492.00 M19210644-EE EE 1/000 10/1986 500.00 992.00 1/492.00 Total number of bonds redeemed: 12 Total Total Total Price Interest Value $24/000.00 $47/616.00 $71/616.00 8(~ J~"~ Customer Sign ture ~~\vi Fulton Financial Corporation 1695 State Street East petersburgl PA 17520 800-752-9580 Page 1 Of 1 REV-1508 EX + (6-98) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KOTCH EMILY C. 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. 0906 VALUE AT DATE OF DEATH 20,815.42 4,415.25 2,623.89 91,010.00 1,041.00 11,000.00 1,122.18 276.40 41.54 500.00 63.00 21.18 171.47 2,048.00 341.03 600.00 ITEM NUMBER 1. 2. 3 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15 16. DESCRIPTION ACACIA Fed Savings Bank, Falls Church VA 22043 Acct # 59-0102848, ownership in decedent's name alone Date of death value $20,813.71, acc int $1.71 PNC Bank, Pittsburgh PA Checking Acct # 5004220054, ownership decedent's name alone Date of death value $4,414.74, acc interests $.51 USAA 9800 Frederiksburg Rd, San Antonio TX Subscribers Savings Acct # 00619-47-54, decedent's name alone Date of death value $2,533.50 + additional allocation $ 191.73 Cumberland Crossings Retirement Community refund Furnishings and personal property valued per attached appraisal 2001 Buick LeSabre 14k miles, fully loaded, decedent's name alone valued per Blue Book Tressler Lutheran Services, Cumberland Crossing resident services fees refund Long Term Health Care Partners Insurance premium refund The Sentinel Newspaper subscription refund Uncashed travelers checks In decedent's possession at time of death AAA Membership refund Sprint Phone service refund Marsh Affinity Practice Nursing Home insurance refund 93.15/82.32 Social Security monthly payment Direct deposit into decedent's checking Refund of payment for Ambulance transport final distribution from Mary Weaver Estate decedent was a beneficiary of the Mary Weaver Estate TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 136,725.71 Continuation of REV-1500 Inheritance Tax Return Resident Decedent KOTCH EMILY C. Decedent's Name Page 1 21 05 0906 File Number Schedule E - Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. Tri-Care 635.35 Ambulance transport refund SUBTOTAL SCHEDULE E 635.35 GRAND TOTAL SCHEDULE E $ 136,725.71 ~ -'1 / ACACIA In RE: ESTATE OF EMILY C. KOTCH Date of Death: September 298/ 2005 SS# 069-26-7902 INFORMATION REOUEST REGARDING ACCOUNTS 1. name of registered owner (s) : Em\\~ C. KotOh 2. date account establ ished: 9 - \ l-o~ 3. account number: 6<1 -0 '02843' 4. date of change of ownership, if any: ~/Pt 5. name of former owner (s) / if any: NI A 6. date of death principal balance amount without accrued income: $ 20 I 8'13 .'~ 7. date of death accrued income amount: $ I .'~ ( 8. safe deposit box? No 9. any other assets in account with you on date of death? ~C) 10. How much interest way paid from 01/01/05 to 09/29/05 ~\~~.~ 11. Were there any changes in ownership or transfers out of the decedent's name within a year of her death? ~() UcC-12-2005 18:46 PNCBRNK 412 768 3458 P.01/01 o PNCBAN< December 12, 2005 H. Charles Benner 200 East Main Street Leola, PA 17540 RE: Estate of Emily C. Kotch, deceased SSN: 069~26-7902 OOD: 9/29/2005 Dear Mr. Benner: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5004220054 Established 05/15/2003 EMILY C KOTCH 000 balance: $4,414.74 + $.51 accrued interest Interest Paid 11112005 - 9/29/2005 - $754 Savings Account Account #5004086721 Established 08/17/2005 EMILY C KOTCH BARBARA J YOUNKER DOD balance: $103,127.61 + $133.8] accrued interest Interest Paid 1/112005 - 9/29/2005 - $1,566.52 Please note that this office only provides date of death balances for deposit accounts (TRAs, CDs, Checking and Savings accounts). We do not process any tinancial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC~BANK (1-888-762~2265) or stop by your ]ocal PNC Bank branch office. Sincerely, G)()f!h111~ ultU-~ Rachelle Welts 1"800-762-1775 P7-PFSC-04-F 500 first Ave. PittSburgh PAl 5219 Member FDIC TOTAL P.01 ---..-.-------.--. -.- UPPER LEACOCK TW?i 717 656 9609i FEB.28.'06 13: 16; PME 1/1 I m.m~~III~11I J~~m~ m~ ~I ~m 1m I~~ Ij~ Jf~ I~~ 1I1~ ~umllll \: i:\:>. ~ \ ~), C'. ...!.) rn ,,04Y.EOUSI70S0001h . t:;-. \l;. ~("t ~ .~B ~ '" . -==-- '"" .... ... .81"-- - ..\ (\ 1010 .... &l ,;;'OJ? _ ~ ,'fJ J] ;:. ./ \ 01"-- Q ... e t"-M,",,/IOf") 0\ ~. "'~ ~ rrl_M -I' OQ ~..q- s~ ~ tl I , r--:-c""; N"": ...-i. .J:,C7\ .... ~ ,"" C) d j:l ,.80 NOOI~~ N ..... I>ll O"lt V"l- "Ct....... \0 .......- ~~ .~ ~ ....0...... 1'0 a..-. N N N ~o ~~ l~: 00 -~ 1>.8 II ~ 0 ~e 1 -0:; =.e ~8~ ~+l ~ ~] ~~ <Ill :Q- '" ~+ I \J 8~ ~N a ~B ~ ll,).Q ,.0 "O~ ::llll Q~ 0 5 0'01 0", lS.8o ~~ : *' 1:'1;:> i:J~ >< 'a tl <<lEi;e e It 0 If Cl ~ ~..... :>t ]~ J 8,~ ~~ '3 ~ ;J III VI ....0 0...... .5~ ~8 CO ~ .... .~3 otl ~ p ~:;, o c a=B .... <~ ~a a: :s ..... 0- :q 8 i Il'IS ti Vim .:::~.~ tJ Vl. .$.... ~ .... ~.B on ;:::l ;;10 13 g -< t ~r.II 'Cl g t{a ~~ ~ ~ ..... 0" ?oS :!I_co '0 c: ,.J~ 'C.tf .EJ30 .... ~ ~ ~'dl ~~ 0 J 0 ........N .... ~ 5' os:o. .!:l B'c.'t ~ 8~ u '0 s~ txlN :a ~~ 1 u 0) ~ (Xl.... < .Q'B~~ ~ .. 1;1<1 ~.s~ j~ 1 1Il .f ~5 '" ";;l J;l III ~ 13 ,~.~ ~. l:i1 ,-.. ::JOB III c <0 ~f~ ~.~ [~ 8 .1::3 ..-1 ~] :3 :> a A Q.,] <-a .... It1 --on <.I)~ J .... ~s >>",CIl Cl..o'l CIS III tI)::s en ~.8~ C$~"'" g j; ~ o 00 := ~ SoY i~ UJ(J) 8= J) ~ ~ Ill'" 0.0 o. ~ 0 ~P:;j~ ~ is J.I <'" 3~ I$J lIl~ a;;>", ~1=l.5 ~ ~ - ..a tt:l bIl. g.o~ 6 ~ :; ~. :g~ ..CI 8 ..-1 5~ .~ ~ g89 .~ .= J.I la '1:l 4.l:a' .~ .... ~ (,) II") E-or:Q ~ ~ . -a ~.r= ........ 0 Ie. .... :a w 0 In ]~<m a~ jlo\~ 0 q.. '" 3 g~ g. '~ ~ .g b:::.. td~ f-1 00 I] 0 ..... "tl >.. ==5~ ~.~~ ... ._- r'" UE-i I ~ . f/1 .....t'l I""l 0 ~~. 01 Po .....0 :!3C,) ~ : ~..... Ul '4' ~-8~ flit!..... 'au ~l:l .:.: . ~~ .< u .s i .2 00 E-<ll't "'''' i:l 0() ..:IH U).... ~p. on! ~ ~~2!:l 4.) s~o 0 ~ ~! ~~ z ..... "'-5 ....;;1 - ~E- ~ ~ cI);a ~.~ 3~ I al '5:;j~.s ..... bO- \,I !l 8 III r:u H-< '011I i.9~ ;s ~~~ 0 ~ ~~ CZ P- o] ~ CQ ~~~~ 11.52.... ~rS o<~ .-( ~8 III "O~~1 ... Q. ... < ....$ s~ < ~ m ~~8~<5 ~a ....Q ..e \I) '1:l. ~ r'I 'TJs;j- .8 .~ . (fJ <0 U)O 'It'\l:l:1 ~~~ 1.1 S age5 ~ ... ~~ ~ c ,s'" ~ O~VI !It {:~ ~rz..~-o...:l ~-a ... 3 0) ......... ~- .:::1 (fJ ~ "'~o ]~aJl d'E ~ t:l.o.. I;f1Q..o Z VI::> !:l !3 ~~ .... ~.... ;a o ... <!.g;g,g ~~ ~ E-'g~ >- 8- - .,. --r I . I.' , . 1"1..._-'- EWl.1 v.s C-Q-r r. carl PICKE /i . S\o'<' eC"\ . o'<'S rof::J?JS ~t ,,'VC\~ 'Os'O' r (1\1'1 INVENTORY FOR THE EMILY C. KOTCH ESTATE CHERRY HUTCH CHERRY DROP LEAF COFFEE TABLE TRI STORAGE UNIT CANE SEAT CHAIR SINGLE BED (REPRO BRASS) TV STAND WINDSOR CHAIRS (3) 30.00 EACH END TABLE TEA CART WI TILE TOP DRESSER & MIRROR END TABLES WITH LIFT TOP (2) 17.00 EACH BLOND CHEST OF DRAWERS & TABLE UPHOLSTERED BEDROOM CHAIR WALL PRINTS (2) 6.00 EACH MICROWAVE ONE LOT KITCHEN UTENSILS P AIR OF TABLE LAMPS MATTRESS & BOX SPRING SETS (2) 15.00 EACH TWO HAND STITCHED QUILTS 45.00 EACH ONE QUARTER CARAT DIAMOND RING TOTAL VALUE Fax: (717) 656-8174 80 Forest Hill Rd., Leola, PA 17540 Lie. #AU-003040-L 235.00 13 0.00 27.00 12.00 30.00 7.00 90.00 5.00 14.00 55.00 34.00 27.00 12.00 12.00 8.00 7.00 6.00 30.00 90.00 210.00 1041.00 Autos Page 1 at ~ ITake a Sr New Cars Used Cars Reviews I Compare Vehicles I Tips/Advice I Search Inventory I New Car Dealer Quote Vehicle Report 4-Door Sedan 2001 Buick LeSabre-V6 Sedan 40 Custom Vehicle History Report Check the history of a vehicle lpress GO or Enter VIN Find Your Car IBUiCk ZIP 117540 .- ....-'.'.--. Estimated Payment $388.43/Month** ApPly fQLa loan now Trusted Partners Eree Insurance Quote Check'r'our~edit [2gnalsLY our\{~lJjcle [If\l1YforrYl~ Sell Your Car Free Dealer Price Quote December 13, 2005 QIml th ISjJElle Average Trade-In Average Retail $8,250 $10,300 14,000 miles $2,375 $2,375 Leather Seats $375 $425 Now that you have your pnclng, continue to our Next Steps section below, where we have additional information to help you with your vehicle buying, selling, trading or simply shopping. Next Steps New Car Prices. Reviews & Info Free Dealer Price Quote Get DMV Forms to transfer title F ree \{H\.J~h~~ls Loan rilles as IOW9~6.25% Save Hundreds on Insurance FREE Credit Report & Score Find this Vehicle Sell Your Car Donate Your Vehicle print this p~ email a friend Other Vehicle Information Model Number: HP5 Weight: 3567 6gchto IQQ The free consumer values on nadaguides.com are based on the Consumer edition of the N.A.D.A. Official Used Car Guide @, and should not be utilized for industry purposes. The consumer values may vary from the N.A.D.A. Official Used Car Guide values presented to you by insurance companies, banks, credit unions, government agencies and car dealers due to vehicle condition, regional market 6 - REV-1509 EX + (6-98) '* SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KOTCH EMILY C. FILE NUMBER 21 05 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. 0906 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Barbara J. Younker 65 E Main Street Leola, PA 17540 niece 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 DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 9/16/04 Sovereign Bank, Boston ,MA 49,733.32 50. 24,866.66 Acct # 3381139487, Date of death balance $49,725.23, acc int $8.09 2. A 8/17/05 PNC Bank, Pittsburgh PA 103,261.42 100. 103,261.42 Checking Acct # 5004086721 Date of death value $103,127.61, acc int $133.81 TOTAL (Also enter on line 6, Recapitulation) $ 128,128.08 (If more space is needed, insert additional sheets of the same size) Court Ordered Processing / MA 1 MB3 02-10 P.O. Box 841005 Boston, MA 02284 November 8, 2005 H. Charles Benner Attorney at Law 200 E. Main St. Leola, P A 17540 RE: Estate of: Emily C. Kotch Date of Death: September 29,2005 Dear Mr. Benner: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. There was no safe deposit box on file. If you should have any further questions, please do not hesitate to call. Very truly yours, ,-i'~)" -' C . "~) '''. i\ '/ i '--c-l~----'-',-------", ....~ ~::>LC"".. \..-.- Linda Spavento OAG Team Leader (617) 533-1789 (617) 533-1931-fax Sovereign Hank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Emily C Kotch 069-26-7902 September 29,2005 Account #: 3381135988 Type: Checking Open date: 7/25/2003 In the name of: Donald J Kotch or Barbara J Younker or Emily C Kotch Date of Death Balance: $0.00 Int.(YTD) from 1/1/2005 to 3/3/2005 $103.91 Accrued interest to date of death: $0.00 Other Info: closed 3/3/05 for $32,541.90 deposited into 3384055896 Account #: 3381139487 Type: Checking In the name of: Emily C Kotch or Barbara J Younker Date of Death Balance: $49,725.23 Int.(YTD) from 1/1/2005 to 9/26/2005 Accrued interest to date of death: $8.09 Other Info: Open date: 9/16/2004 $735.65 Account #: 3384055896 Type: Money Market In the name of: Emily C Kotch or Barbara J Younker Date of Death Balance: $92,023.97 Int.(YTD) from 3/3/2005 to 9/3/2005 Accrued interest to date of death: $149.45 Other Info: Open date: 3/3/2005 $1,136.78 Page 1 of 1 DEC-12-2005 18:46 PNCBANK 412 768 3458 P.01/01 o PNCBAN< December 12,2005 H. Charles Benner 200 East Main Street Leola, PA 17540 RE: Estate of Emily C. Kotch, deceased SSN: 069-26-7902 000: 9/29/2005 Dear Mr. Benner: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5004220054 Established 05/1512003 EMILY C KOTCH DOD balance: $4,414.74 + $.51 accrlled interest Interest Paid 1/112005 - 9/29/2005 - $7.54 Savings Account Account #5004086721 Established 08117/2005 EMILY C KOTCH BARBARA J YOUNKER DOD balance: $103,127.61 + $133.81 accrued interest Interest Paid 1/1/2005 - 9/29/2005 - $1,566.52 Please note that this office only provides date of death balances for deposit accounts (lRAs, 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 call 1-888.PNC~BANK (1-888-762~2265) or stop by your local PNC Bank branch office. Sincerely, ~{lf!h11L~ ~~ Rachelle Wells 1 ~800-762-177 5 P7-PFSC-04-F 500 first Ave. PittSburgh PAl 5219 Member FDrc TnT AI P _ li'l1 REV-1G10 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 0906 ESTATE OF KOTCH EMILY C. 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 OF THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE OEEO FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE (IF APPLICASLE) 1, Sovereign Bank, Boston, MA" Acct established 3/2005 92,173.42 100. 92,173.42 Acct # 3384055896, Emily C. Kotch & Barbara J. Younker Date of death value $92,023.97, acc int. $149.45 2. Raymond James Financial Services Inc., 81 ,746. 1 0 100. 81,746.10 Acct # 48587571, Decedent's name alone with named bene Barbara J. Younker, niece, DOD value $81,746.10 TOTAL (Also enter on line 7 Recapitulation) $ 173,919.52 (If more space is needed, insert additional sheets of the same size) Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Emily C Kotch 069-26-7902 September 29,2005 Account #: 3381135988 Type: Checking Open date: 7/25/2003 In the name of: Donald J Kotch or Barbara J Younker or Emily C Kotch Date of Death Balance: $0.00 Int.(YTD) from 1/1/2005 to 3/3/2005 $103.91 Accrued interest to date of death: $0.00 Other Info: closed 3/3/05 for $32,541.90 deposited into 3384055896 Account #: 3381139487 Type: Checking In the name of: Emily C Kotch or Barbara J Younker Date of Death Balance: $49,725.23 Int.(YTD) from 1/1/2005 to 9/26/2005 Accrued interest to date of death: $8.09 Other Info: Open date: 9/16/2004 $735.65 Account #: 3384055896 Type: Money Market In the name of: Emily C Kotch or Barbara J Younker Date of Death Balance: $92,023.97 Int.(YTD) from 3/3/2005 to 9/3/2005 Accrued interest to date of death: $149.45 Other Info: Open date: 3/3/2005 $1,136.78 Paqe 1 of 1 bU A64-::'U ?1?-"T l"'.<'" Nov '~ 1<lJ _ f ' .. . ..s f' r- w_..:"_.._____ -..'t'---......----- ...:......-._-- ...~~I ~~~ I ~ ~~ ! I z ; ~ I o ~~ ~ I ~ U::l O~... ~ Zj S c( 0: I 'i ~ ~~~ i "g ~ [i!~ II S' ~ i. ~ .~ I I !II II ~~ ~~ ~~ w. I l~ li:e! ~ i~ 5~ ~i ~~ ~~ ~~ l:ll!!~ ~1a 8~ go ~~~ i~ ~~ w~ 8.., d~ Ii" ~i1 ~!~ ~~ ~ ~~ I ~~ ~~~'5~ .....- -. .... _._.......-=~ I J I I I \ REV-1511 EX+(12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF KOTCH EMILY C ITEM NUMBER A. 1. 2. 3. 4. 5. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. FILE NUMBER 21 05 0906 Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT FUNERAL EXPENSES: Ewing Brothers Funeral Home, funeral Ministers at funeral Kreider Farms, family luncheon after death to make funeral arrangements Funks Family restaurant, funeral luncheon Honor Guard at funeral 1,889.90 75.00 50.00 151.00 50.00 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Barbara J. & John G. Younker 8,645.00 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 65 E. Main Street State P A City Leola Year(s) Commission Paid: 2006 Attomey Fees H. Charles Benner Esq Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Zip 17540 4,278.00 Street Address City Relationship of Claimant to Decedent State Zip Probate Fees Cumberland County, Register of Wills 360.00 Accountanfs Fees Dum Accounting 100.00 Tax Return Preparer's Fees L TAC, present owner search Cumberland County Attorney postage Executors phone tolls and travel expenses Cumberland County, REV-1500 filing Cumberland County, release recording Personal property appraisal by Carl Pickel Notary for Oath of witness Cumberland Co Reg of Wills, Oath of Witness USAA, car insurance premium 77 .14/180.08/15.00 Marci Hoover, car detailing for winter storage Costco purchase of car cover for storage Tri-town storage of personal property 92.75/113.22/173.52/255.02/547.68 50.00 20.00 182.31 15.00 10.00 75.00 10.00 20.00 272.22 100.00 29.97 1,182.19 TOTAL (Also enter on line 9, Recapitulation) $ 18,347.35 (If more space IS needed, Insert additional sheets of the same sIze) Continuation of REV-1500 Inheritance Tax Return Resident Decedent KOTCH EMILY C. Decedent's Name Page 2 21 05 0906 File Number Schedule H - Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 19. 20. Lamplight ser-u-shop, cleaning of personal property Good ville Notary, auto transfer and sales tax 13.26 768.50 SUBTOTAL SCHEDULE H.B? 781.76 REV-1512 EX + (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KOTCH EMILY C. FILE NUMBER 21 05 0906 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. AT&T final telephone bill VALUE AT DATE OF DEATH 15.12 2. Sprint final bill for cell phone 25.37 3. Med-Ed Final electric bill 33.62 4. UGI final gas bill 10.99 5. Cumberland Crossings Retirement Village, final bill 1,441.00 6. Carlisle Medical Ctr. medical care 30.00 7. Cumberland Goodwill Ambulance medical transport 20.00/341.03 8. MS Hershey Med Ctr Air Ambulance transport 361.03 20.00 9. Milton S. Hershey Medical Center Physicians Group medical care 57.00 10. West Shore EMS Medical transport and emergency treatment 635.35/20.00 11. IRS 2005 income tax liability 655.35 11,995.00 12. Pa Department of Revenue 2005 Income tax liability 326.00 13. Checks returned to bank for payment after date of death 92.84/16.92 109.76 14. Social Security Adm. Direct deposit monthly payment refunded 2,048.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 17,128.24 Continuation of REV-1500 Inheritance Tax Return Resident Decedent KOTCH EMILY C. Decedent's Name Page 1 21 05 0906 File Number Schedule E . Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. Tri-Care 635.35 Ambulance transport refund SUBTOTAL SCHEDULE E 635.35 GRAND TOTAL SCHEDULE E $ 136,635.32 '~.""~.I. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KCllc;HEMILYC. SCHEDULE J BENEFICIARIES NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS ~nclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Barbara J. Younker 65 East Main Street Leola PA 17540 Susan M. Meyer 404 Barclay Street Mertztown, PA 19539 1. 2. FILE NUMBER ?1 05 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Collateral Collateral mlOR AMOUNT OR SHARE OF ESTATE 50% RRR 50% RRR 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 neededl Insert additional sheets of the same size) CUIVIIVIUNWI::ALI H Ur- I-'tNN~YLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX! 11-961 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ~ECEIVED FROM: YOUNKER JOHN G 65 E MAIN ST LEOLA, PA 17540 --~~--- fold ESTATE INFORMATION: SSN: 069-26-7902 FILE NUMBER: 2105-0906 DECEDENT NAME: KOTCH EMILY C DATE OF PAYMENT: 05/01/2006 POSTMARK DATE: 04/28/2006 COUNTY: CUMBERLAND DATE OF DEATH: 09/29/2005 NO. CD 006639 ACN ASSESSM ENT CONTROL NUMBER AMOUNT 101 I $2,816.01 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 1021 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS $2,816.01 GLENDA FARNER STRASBAUGH REGISTER OF WILLS H. CHARLES BENNER ATTORNEY AT LAW LAW OFFICE 200 EAST MAIN STREET LEOLA. PENNSYLVANIA 17540 TELEPHONE (717) 656-4201 Oillec (717) 656-8401 ResidenCE April 28, 2006 Register of Wills of Cumberland County Cumberland County Courthouse 1 Courthouse Square Carlisle PA 17013 In RE: ESTATE OF EMILY C. KOTCH Date of Death: September 29, 2005 21-05-0906 Dear Sir or Madam: Please file the enclosed Rev-1500 in regard to the above- captioned estate and return the enclosed copy to this office in the envelope provided. Thank you. Very truly yours, ~.~~ ~t ~(if H. Charles Benner HCB/rb enclosure 8/' I! I " 1_ i Ii.. '. LJJ ~ (D~ ti; <r QI ~oo..o' .[?l <r<i'<l'"OOf'.M .O"....llCNN- v; o-a:~R :::l ~ 8:g- L.n ~c::l 5~ ~ -E:A 'n~ r~~~ ~~ - o u (::I 2 .:C ,...J IX. ~ ;:0 :::E o U C"l \i.l~ ,-\ Ot/) 0 ::r: r- t/) ,-\ ,...J8 ,...JUO H t/) 30 U~ \i.o t/).:C 0(::100.. 20 1X..:C::r:~ ~,...J8,...J 81X.1X.t/) t/)~OH H;:OO,...J c::>:::EUIX. (il0 .:C IX.U'-\U 0 t/) (il 0 IX. ~ (il 11l 2 r- 28 ,-\ (ilt/) ;:0 Z t/)H (il.:C .:C ,...J:::E 0.. IX. .:C(il .:C ::r: ,...J n