HomeMy WebLinkAbout10-20-0815056041125
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 2 9 8
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 9 4 0 4 2 5 5 7 0 2 2 9 2 0 0 8 0 9 0 3 1 9 1 5
Decedent's Last Name Suffix Decedent's First Name MI
M c N a m a r a J o h n H
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
4. Limited Estate
~
4a. Future Interest Compromise (date of
~ prior to 12-13-82)
5. Federal Estate Tax Return Required
^X
6. Decedent Died Testate
~ death after 12-12-82)
7. Decedent Maintained a Living Trust
0
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. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
D a v i d H S t o n e E s q u i r e 7 1 7 7 7 4 7 4 3 5
Firm Name (If Applicable)
S t o n e L a F a v e r E S h e k l e t s k l
First line of address
4 1 4 B r i d g e S t r e e t
Second line of address
City or Post Office State
N e w C u m b e r l a n d P A
REGISTER OF WILLS US~~ONLY
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ZIP Code ~
1 7 0 7 0
7 3
Correspondent's a-mail address: dStOne(C7StOnelaW.net
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,
it is tru correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SI ~lE OF PE~ F~S I~SIBLE FOR FILING RETURN BATE a
i._ i _
11
sl
THAN REPRESENTATIVE
Cumberla
PA
DATE
414 Bridge Street New Cumberland PA 17070
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041125 15056041125
15056042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: John H. McNamara 1 9 4 0 4 2 5 5 7
RE CAPITULATION
1. Real estate Schedule A 1. 1 2 6 2 3 3. 4 0
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.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. 1 0 1 2 0 0 0
7. Inter-Vivos Transfers ii Miscellaneous N n-Probate Property
(Schedule G) ~ Separate Billing Requested .... ... 7.
8. Total Gross Assets (total Lines 1-7) ........................ ... 8. 1 3 6 3 5 3 4 0
9. Funeral Expenses & Administrative Costs (Schedule H) ............. ... 9. 1 6 4 3 9 . 8 8
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ......... ... 10. 1 0 6 . 9 2
11. Total Deductions (total Lines 9& 10) ........................ ... 11. 1 6 5 4 6 8 0
12. Net Value of Estate (Line 8 minus Line 11) ...................... ... 12. 1 1 9 8 0 6 . 6 0
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 1 9 8 0 6 . 6 0
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)x.o _ 0 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 1 1 9 8 0 6 6 0 16. 5 3 9 1 3 0
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0 18 0. 0 0
19. Tax Due ........... .............................. ..... ..19. 5 3 9 1 3 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
15056042126
15056042126 J
REV-1500 EX Page 3
Decedent's Comulete Address:
File Number
21 08 0298
DECEDENTS NAME
John H. McNamara
STREET ADDRESS
1.01 Rosemont Ave
CITY
New Cumberland STATE
PA ZIP
17070-
Tax Payments and Credits:
7 • Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 4.631.91
C. Discount 243.78
3. Interest/Penalty if applicable
D. Interest
E. Penalty
(3) 0.00
!1) 5,391.30
Total Credits (A + B + C) (2) 4,875.69
Total Interest/Penalty (D + E )
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.
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.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(4) 0.00
(5) 515.61
(5A)
(56)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ..................................................................... ^ 0
.
b. retain the right to designate who shall use the property transferred or its income; .................. ^ ^X
.............
c. retain a reversionary interest; or ................................................................................................ ^ X^
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ ^X
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ ^X
3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ......... ^ X^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. ^ 0
515.61
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before 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 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 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 decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling 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)
• SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
John H. McNamara 21 08 0298
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 jointlyowned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ Property located at 101 Rosemont Ave, Borough of New Cumberland, 126,233.40
Cumberland County, PA at assessed value $103,470 X CLR 1.22
TOTAL (Also enter on line 1 Recapitulation) ~ $ 126 233 40
(If more space is needed, insert additional sheets of the same size)
REV,-1509 EX + (6-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
John H. McNamara 21 08 0298
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. Edwin P McNamara
B
c
JOINTLY-OWNED PROPERTY:
1603 Kathryn Street
New Cumberland, PA 17070-
Son
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTERES"
~ A 05/04/0 PSECU Regular Share Acct #S01 6.31 50 3.16
2 A 05/04/0 PSECU-Cert of Deposit #C50 13,271.44 50. 6,635.72
3 A 05/04/0 PSECU-Checking Acct #S04 6,934.73 50. 3,467.37
4 A 05/04/0 PSECU-MM Acct #S07 27.49 50 13.75
TOTAL (Also enter on line 6, Recapitulation) I $ 10 120 00
(If more space is needed, insert additional sheets of the same size)
REV; 1511 EX + (10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE H
FUNERAL EXPENSES ~
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
John H. McNamara 21 08 0298
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Parthemore Funeral Home-funeral expenses 10,796.54
2. Parthemore Funeral Home-funeral expenses 766.80
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees David H. Stone, Esquire 2,500.00
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
a. Probate Fees Register of Wills, Cumberland Co. 302.00
5 Accountant's Fees
6. Tax Return Preparer's Fees
~. Cumberland Law Journal-advertising grant of letters 75.00
8. The Patriot News Co.-advertising grant of letters 141.24
9. Robin Gasparetti, tax collector -taxes due on property 513.59
10. Robin Gasparetti, tax collector -taxes due on property 1,064.71
11. Register of Wills-filing Inheritance Tax Return and Inventory 30.00
12. Reserve for closing expenses 250.00
TOTAL (Also enter on line 9, Recapitulation) I $ ~
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (12-03)
SCHEDULE 1
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT ~
ESTATE OF FILE NUMBER
John H. McNamara 21 08 0298
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Darren Barbacci, DPM-debt of last illness 89.1 g
2. Central PA Pumonary Assoc. LLC-debt of last illness
TOTAL (Also enter on line 10, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
17.73
106.
REV-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
John H. McNamara 21 08 0298
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)j
~ Edwin P McNamara Lineal 119,806.60
1603 Kathryn Street
New Cumberland PA 17070-
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, O N 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 additional sheets of the same size)
BTbxik bwattt ! 8rrnwn+P
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1 ..~...~
LAST WILL AND TESTAMENT
OF
JOHNJOHN H~McppMpRp
ac
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~ araarART
nttomrys N l.ao
a to sr'aa. se.w
ww c~mswun~, oa.
aro~o
I, JOHN H. McNAMARp, of the Borough of New Cumberland, County of
Cumberland and Commom.'ealth of Penneglvania, being of sound mind and memory, do
hereby make, publish and declare this to be my Last Will and Testament, hereby
revoking and making void any former wills or testamentary diapoaitiona here-
tofore made.
ITEM I: I direct that all mq just debts and funeral expenses be
paid as soon after my death ae ie practicable.
ITEM II: I give, devise and bequeath all of my estate, real and
personal, of whatsoever kind and wherever situate, [o my wife, VIVIAN PATTERSON
McNAMARA, if she survives me by thirty days.
ITEM III: If my wife, VIVLAN PATTERSON McNAMARA, should predecease
me or fail to survive me by thirty days following my death, then I give, devise
end bequeath all of my estate [o my son, IDWIN P. McNAMARA, if he is then livinp
and if he is no[, [hen [o his issue [hen living in equal shares.
ITEM IV: I appoint WANDA R. McNAMARA, Guardian of any property
rhich passes either under this will or otherwise, to a minor and with respect
:o which I am authorized to appoint a guardian and have not otherwise specifical
one so. Such guardian aha21 have the power to use principal as well as f.ncome
Page 1 of 3 pages
time to time for the minor's support and education (including college education,
both graduate and undergraduate) without regard to his or her parent's ability
to provide for such support and education, or to make payment for these purposes
without further responsibility, to the minor or to the minor's parent or to any
person taking care of the minor.
.ITEM V: I direct that all [axes that may be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as a part of [he expense of [he administration of
my estate.
ITEM VI: I appoint my wife, VIVIAN PATTERSON McNAMARA, Executrix of
this my last will. If my Bald wife, VIVLAN PATTERSON McNAMARA, fails to
qualify or ceases to act for any reason, I appoint my son, EDWIN P. McNAMARA,
Executor of this my last will.
ITEM. VII: No fiduciary acting hereunder shall be required [o post
bond or enter security in any jurisdiction.
IN WITNESS WH//EREOF, I have hereunto set my hand and seal this ~~
day of -~QL~%iT 1978. -T. --
JOHN H. McNAMARA
SIGNED, SEALED, PUBLISHED and DECLARED, by the Testator, JOHN H.
McNAMARA, above named, as and for his Last Will and Testament, and in [he
presence of us, who, at his request, in his presence, and in the presence of
each other, have subscribed our names as witnesses.
Witness ~ddr_ss ~~C-`~ ----"--5'--
fTONa, swia•
• srawwwT /~
Altornnrf 1t lM` _
»oenMan.K Witn esa~ ------- t~-L'----I
Address
N.w c~na,«isna, v.,
17070
Page Z of 3 pages
COMMONWEALTH OF PENNSYLVANIA
(1 :SS
COUNTY OF kMti+
I, JOHN H. McNAMARA, Testator, whose name ie signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed this instrument as my Las[ Will; [hat I
signed it willingly and that I signed it ae my free and voluntary aci for the
purposes therein contained.
l~ __
JOHN H. McNAMARA
Sworn or affirmed to and acknowl dged before me by JOHN H. McNAMARA,
the testator this 3 e~ day of , 1978.
COMMONWEALTH OF PENNSYLVANLA yEWn~'._.,, ~ - ~• , ~.~ . - .,..y
COUNTY OF ~~
We, ~ and ~`~]~~~ ,
the witnesses whose names are signed to the attached oz foregoing instrument,
being duly qualified according to law, do depose and say that we were present
and saw testator sign and execute the instrument as his Last Will; that [es tat
signed willingly and that he executed it as his free and voluntary act for the
purposes therein expressed; that each of us in the hearing and sight of the
testator signed [he will as witnesses; and [hat to the best of our knowledge,
the testator was a[ that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
Sworn or afpfir~me~d to and subscribed to before me b,Q•..0~~.
and ~ ~~~ ~ J4r.a.,~ witnesses, this 3 day 'of_`"~-^
1978.
~TOMa, 1/Ja^
aue.n.y, .r ~..w Notary Publi
Rio er~ufarrw ' y nnn ,, jT, _. ~'!l~r
~s, tt, ',pucs Oece^.Sw :!p, ~rq
'+«. c.ve..one. v.. Page 3 of 3 pages sew Cum^er„A! oa. CUrA•.~Jnd °ry.'p
TaxDB Result Details Page 1 of 1
Detailed Results for Parce125-25-0006-405. in the 2004 Tax Assessment Database
DistrictNo 'S
Parcel ID 25-25-0006-405.
MapSul'tix
HouseNo 101
Direction
Street ROSEMONT AVENUE
Ownerl MCNAMARA, JOHN H
C/O
PropType R
PropDesc & WOODLAND AVENUE
LivArea 340
CurLandVal 23120
CurlmpVal 30350
CurTotVal 103470
CurPrefVal
Acreage .15
CIGrnStat
TaxEx 1
SaleAmt
SaleMo
SaleDa
SaleCe
SaleYr
DeedBkPage OO15F-00570
YearBlt 1940
HF File Date 02/03/2005
HF_Approval_Status R
http://ttxdb.ccpa.net/detai Is.asp?id=25-25-0006-405.&dbselect= l 5/29/2008
FE6-SIl4PI.F_q~.pawritar
Vrl~t,~ ,J1~C.~Pnt~I~P, ~tt~P ~ti~r
7t11 rtar of April M tM aar
Y of our Lord Ona
Thaa,and Nina Nundrtd and FiJrY -t}rree
(l?~3. )
#ietulrrn 7~UUlJ J, iia(i,ili0 and iaA1tY J, la,tGARU, his wife, of the
Borough of New Cumberland, Cumberland County, Pennsylvania, Grantors,
parties of the first part,
-a it D_
J01lI! !{, IBC 1lrJl,rutA and VIVIhlI P, 1,C Nlu~iNtA, his raife, of the same
place, Grantees, parties
o/ the second part, ^'i~iPB6pfJ~ That the «id
of the sum o} 'PIi•1 `P!IUl1.,;i1.I1 Fl /17; IiUI'lu!iEll part 1e501 eha first part, jor and en conNderatlan
(: 10, 5(10!00) - - - - - - - - -
natrar,, taw)ut money /eha unieed Stat« of Amsrirn, todt and truly paid byp tha ,aid part ies of eh. ,.sand
Dart to the «id y ruled rd, the Rr,t part, at and before the «a1Mep and deBuery / the«
tahsreo} V hanb ac
rold, a[Irnad rn/aoj/ed, releaied, eonv ed, and haVB pr«rntt, the r«tlpt
arirn, rnfeo~, release, eonuey~ and eonyrm u COa'Rrmsd and 6y the« preaenq do Yvan«d. barpalnad,
heMa and R 'YO t~ «~ parti e9 or tha second giant. 6arpain, nl{,
aa,1Yn,. pare , their
.~11~ 1'HAi' CLR'idllc lot or tract of land located in Horou•gh of IJew
Cumberland, County of Cumberland, .,tzte of Pennsylvania, more par_
titularly bourried and described accord in to surveg~ of ll, i',
1?affensperger, Registered Surveyor, dated I•isrch 19, 1953, ers £ollowsr
~9'sGIilhilti; at a point at the northeast corner of Rosemont Avenue
Woodland Avenue; thence IicrthrvardlY slop' the eastern
wont -!venue fift and
Lots Iios, y (50) feet to a I~oint at tire dividin~;Jlineohetween
'-' and 9, Block "5" on said Flan; thence exter,din~ alone
siad division line one hundred (100) Peer, to a point; thence extend-
ing South eighty-six and twenty-three one-hundredths (36,23) feet
to a point on the northern line of '.;oodlard Avenue; thence vrest-
waz•dly along same one hundred six and thin
(106,36) feet to a point, the Fh ce of A~r;_y si~ one-hundredths
J/ J11fdTl._,
!3r;II Lot Ito. 9, BlocL- "Err on Plan of Lots known as Flan lip. 5
!iosemont :,ddition to ll~~.v Cumberland, said plan being recorded in
t;he Office of the Recorder of lleeds in and for Cumberl_ard County
in Ylan iook 3, Pa,3e G1,,
nlm beredlrereon erected a one-story brick d;vellin•; mouse ~:n~rm acrd
as 1G1 iosemont Avenue.
BisItl_; the same oropert; rr!rioh '.ilaia!o !t. i3ennett, Jr., et u~:, by
heed dated i•iay 15, 19;1 and recorded in the Officd of the iiecor!ler
of ,seeds in and for Cumber!-znct :n~.urty" in Lced Hool: it
So(,, ..,ranted acid tom eyed unto Louis J. i_1-;pro
'col. 1l
,is `cite, ;.;raptors herein. Hart !. rr, .i. i.-{i';,r~'~'e
RE ,If T6 RED DY TH F.
BDADU6Y OF MEW CUt!9E^UqD
APRiL2.,_ _..__._ >9.~3
_.~._2All~.In.WBEY...... _._._...
s.er.tary
Y~II9`fl'~r wpte all and Nngttlar, the nm.mrnee, hareditamente swd aPPnrtananeu k the mme 6elonging
~ Rb ehm ~ aPParkeninp, and the reverNon asal reaerNon<, remainder and rernaMdero, reak, 4eaee and
a}; .61IIa 8~fq aU the esbk, sight, Ntle, interest, property. ckem and demand whateoeper, both
in Iaw and equNY. of the +ald pare 1e s of the first Pa+t, of, M, b or out of the mid preatieee, and esery Part
and greet thereof
can ~Ittue ttt[il fu ~ia1D
the aid prembes, aoNh ail and NnWkr tha aPDartenaneee, anb tha
s6b Par( ]. e S of eM mead art, th e lr heha and
6ehaof of the mid asaipw, to aatd for eha only Proper we end
Part lea of Ne second part, their hehs and assigns Joreoer,
.C'~n~ TH6 SAID Part l2Sof the 7trat part )or t}1eI!iSe)-VeSa their
helm, ereeutors nru! admMbesators, do
said part ?. of the second part, 6y theca prurnb, covenant, Praw and agree m and with tM
t:'e it heirs aad
t l , ey she mad Part i e s o) she 1<ret part their u+klns, chat
a
hetn alI and Nnpulor the heredibmenb and Prembes herel+wboue descNbed and granted or mentioned, and in-
tended so to be, with atrlwrteaaneee, unk the aald part ].eS of the second Pert their
and aaNpns, agahut the said pare lP,3 of she fret Bart and 1 ~+
person or t isle heir and against all and carry other
persons whomwener, lawfully chtimhap or eo cklm tha mny or anY Post thtreof,
shall and wUl by them presrnb, WARRANT AND FOREVER DEFEND
~n ~ifltrse ~1~Prenf eha mid Parties
hereunto a<t their hands o1 she Art part ha yE,
and su19 ehr day nd yur dree above varNtan,
Signed, Sealed and Delivered " ~!. larerR .. .
I. ig ~,..,.
In Presence ' - ~ ~ ~ ~ ~ -
~///f/~~te/y//,' ~ (~,i. llF': ~ y ~ , ~ O .... (SEALI
- / .. ... ...... (SEAL)
.. ....... .. (SEAL)
'~'~~~ ~~ (SEAL
7*
~ )
r ,. p~~CS.R{,'_ (SEAL)
. ..... ~.~ T ` 1
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VI11VA27CSNAI3d 30 HJ.TVSMAIOWINO~
PSEC~k
Apri14, 2008
Account # 8603XXXXXX
DAVID H. STONE
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND, PA 17070
Dear MR. STONE:
The following is the status of JOHN H. MCNAMARA's account with PSECU as of the date of death
Joint Owner's Name EDWIN P. MCNAMARA, ADDED 05/04/2006 AS JOINT TENANT W/ROS
Date of Death 02/29/2008
Date of Birth 09/03/1915
Share Description Open date Balance Accrued Dividend
S O1 Regular Shares 11/13/1946 $ 6.31 $0.00
S 02 Vacation Shares 02/22/1990 0.00 0.00
S 04 Checking 11/13/1946 6,934.73 0.00
S 07 Money Market 07/11/2006 27.49 0.00
C50 6 Month Certificate 09/30/2007 13,271.44 0.00 ~n15 ~(• Ph~'rZ C;G1nVerSCc~N
cn 1 9-0q-o8 '~h,js 1~ ci rollaue
Loan Description Open Date Balance Accrued nI terest~4~*+~ ~OF~~S)
L O1 PSL Loan 10/21/1978 $ 0.00 $0.00
L 09 VISA 04/07/1992 0.00 0.00
The dividend earned from January I, 2008 through the date of death was $177.00. We do not have safe deposit
boxes for our members.
If you have any questions, please ca11234-8484 in Harrisburg or our toll-free number, ( 800) 237-7328. At the menu
prompt, enter 6 and then extension 2227.
Sincerely,
~~ ~ ~
F
Meac a Fair x
Member Service Representative
Finance Support Unit
Pennsylvania State Employees Credit Union
Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 10-2990 717.234.8484 • 80Q 237.7328
• Mailing Address: PO. Box 67013, Harrisburg, PA 17106-7013 717.777.2100 (TDD) • 800.472.1967 (TDD)
Tha uedlt union ~s fedeiaily Insured by the Notional Credit Union Admin~stranon. Equal Opportunity Lender www.psetu.tom