HomeMy WebLinkAbout09-13-10 (4)LAW OFFICES
Purcell, Krug F~ Haller
HOWARD B.KRUG 1719 NORTH FRONT STREET HERSHEY
LEON P.HALLER HARRISBURG, PENNSYLVANIA 17102-2392 (7]7) 533-3636
JOHN W. PURCELLJR. TELEPHONE (71 7) 234-41 78 -
JILL M. WINEKA FAx (717) 783-4939 JOHN W. PURCELL(1924-2009)
NICHOLE M. STACEY O'GORMAN _
LISA A. RYNARD
JOSEPH NISSLEY (1910-1982)
September 13, 2010
Register of Wills HAND DELIVERED
Cumberland County Court House
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Donald M. Glatfelter
Date of Death: December 13, 2009
No. 2010-00342
Filing of PA Inheritance Tax Return and Payment of Inheritance Taxes
Dear Register of Wills:
Attached to this cover letter are the following documents:
1. Two originals and two extra copies of the Pennsylvania Inheritance Tax Return for the
Decedent. Please provide me with two date-stamped copies of the Inheritance Tax
Return and file the originals in your office;
2. A check in the amount of $15.00, payable to the Register of Wills, for payment of the
fee to file the Inheritance Tax Return;
3. Three checks, each made payable to the Register of Wills, Agent, in the amounts of
$886.83, $117.91 and $3,536.86, which total $4,541.60 as the total inheritance taxes
owed.
Please provide me with a receipt documenting that the Inheritance Tax Return was timely filed
on September 13, 2010 and that inheritance taxes totaling $4,541.60 were timely paid.
Please contact me directly if you have any questions regarding my cover letter or any of the
documents. Thank you for your time and attention to my requests.
Sincerely,
~~~ -
J~ M. Wineka
JMW/bas
Attachments
(Dictated but not read)
cc: Stephanie J. Glatfelter, Exec. w/o enc.
I 1505610140
REV-1500 EX (01-10)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 0 0 3 4 2
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
2 0 0 2 8 7 1 7 0 1 2 1 3 2 0 0 9 1 1 0 1 1 9 3 6
Decedent's Last Name Suffix Decedent's First Name MI
G L A T F E L T E R DONALD M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
~
^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax sunder 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 TO:
Name Daytime Telephone Number
J I L L M. WI NEKA ESQUI RE 71 7 234 41 78
First line of address
1 7 1 9 N O R T H
Second line of address
City or Post Office
H A R R I S B U R G
State
P A
ZIP Code ~
1 7 1 0 2
REGISTER OF V111LLS USE ONLY
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Correspondent's a-mail address: jwineka@pkh.com
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 true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN~RE~OF P~RSOI~TE~ S~J~ F~'R FILING RETURN .DATE
9 NORTH ROAD ~' MECHANICSBURG PA 17050
w~ ~ ~ ~
AD ESS
1 9 NORTH FRONT STREET
PA 17102
1505610190
THER HAN REPRESENTATIVE
F R O N T S T R E E T
HARRISBURG
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140
J
HMS/
J
1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: DONALD M. GLATFELTER 2 0 0 2 ~3 7 1 7 0
RECAPITULATION
1. Real Estate (Schedule A) ........................................... 1 • •
2. Stocks and Bonds (Schedule B) ...................................... 2. •
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. •
4. Mortgages and Notes Receivable (Schedule D) .......................... 4. •
1 0 0 IJ 2 4 9 4
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. •
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 5 3 2 6 . 6 5
7. Inter-Vivos Transfers 8 Miscellaneous N n-Probate Property
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Billi
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d
7 2 4 ~~ 3 3 4 6
(
c
e
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)
epara
ng
.......
e
eques
e . •
8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 1 2 9 .~ $ 5 • 0 5
9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 1 1 3 5 3. 1 5
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ...... ....... 10. 1 5 `~ 7 1 3 0
11. Total Deductions (total Lines 9 and 10) ................. ....... ....... 11. 2 6 ~3 2 4. 4 5
12. Net Value of Estate (Line 8 minus Line 11) .............. ....... ....... 12. 1 0 2 ~~ 6 0 • 6 0
13. Charitable and Governmental Bequests/Sec 9113 Trusts for wh ich
an election to tax has not been made (Schedule J) ........ ....... ....... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ........ ....... ....... 14. 1 0 2 ~~ 6 0 • 6 0
TAX CALCULATION -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 .0 0 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 1 0 2 9 6
0. 5
5
16.
4
E3
3
3.
2
2
17. Amount of Line 14 taxable
0 0
0
0
0
0
at sibling rate X .12 17. .
18. Amount of Line 14 taxable
0 0
0
0
0
0
at collateral rate X .15 1 g. .
19. TAX DUE ........................................ ....... ....... 19. 4 f~ 3 3. 2 2
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505610240
1505610240 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 10 0342
DECEDENT'S NAME
DONALD M. GLATFELTER
STREET ADDRESS
9 NORTH ROAD
CITY
MECHANICSBURG STATE
PA ZIP
17050
Tax Payments and Credits:
~. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
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.
paid by one of the (1) 4,633.22
91.62 IRA beneficiaries
(3)
(4)
0.00
(5) 4, 541.60
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 : ...................................................................... ^ X^
b. retain the right to designate who shall use the property transferred or its income; ............................... ^
c. retain a reversionary interest; or ................................................................................................ ^
d. receive the promise for life of either payments, benefits or care? ....................................................... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ ^X
3, Did decedent own an "in trust 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 ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS FART OF THE RETURN
For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for tF~e use of the surviving spouse
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 21 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 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 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 12 percent [72 P.S. §9116(a)('1.3)J. Asibling is defined, unde
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Total Credits (A + B) (2)
91.62
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
DONALD M. GLATFELTER 21 10 0342
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PSECU Checking Account. 556.04
See attached 7/13/10 letter from PSECU as confirmation of the date of death balance.
2. Wachovia Bank Check Account No. xxxxxxxxx9803. 95,468.90
See attached 4/22/10 letter from Wachovia Bank as confirmation of the date of
death balance.
3. 2001 Ford Ranger -VIN# 1 FTYR10U31TA72280 800.00
4. 1966 Ford Mustang -VIN# 6T07C258066 2,500.00
See attached 6/25/10 letter from Clear Choice Auto Sales for the values of the
2001 Ford Ranger and the 1966 Ford Mustang
5. 1994 Buick Park Avenue -VIN# 1G4CW52L9R1603774 400.00
6. PA Department of Revenue - 2009 State Income Tax refund 300.00
TOTAL (Also enter on line 5, Recapitulation) I $ 100,024.94
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
DONALD M. GLATFELTER
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER:
21 10 0342
If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. Stephanie Jo Glatfelter 9 North Road Daughter
Mechanicsburg, PA 17050
B. Ada M. Glatfelter The Gettysburg Center Mother
867 York Road
Gettysburg, PA 17325
c
JOINTLY-OWNED PROPERTY:
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
DECEDENT'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTERESI
1, A. 6/4/08 Wachovia Bank Certificate of Deposit 5,308.45 50. 2,654.23
Account No. xxxxxxxxxxx2737
2. A. 12/22/9 Wachovia Bank Checking Account No. 104.39 50. 52.20
xxxxxxxxx5773
3. B. 10/6/08 Wachovia Bank Checking Account No. 5,240.44 50. 2,620.22
xxxxxxxxx8037
See the attached 4/22/10 letter from Wachovia Bank
as confirmation of the date of death balance and the
identity of the co-owners with the Decedent.
TOTAL (Also enter on Line 6, Recapitulation) I $ 5,326.65
If more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+ (08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
DONALD M. GLATFELTER 21 10 0342
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
% OF DECD'S
INTEREST
E>CCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
1. PSECU -IRA -The Decedent's three children, Stephanie 24,433.46 100.00 24,433.46
Glatfelter, Donald A. Glatfelter and Christopher A.
Glatfelter were equal beneficiaries of their Father's IRA.
See the attached 7/13/10 letter from PSECU as
confirmation of the date of death value and identity of the
beneficiaries.
TOTAL (Also enter on Line 7, Recapitulation) I $ 24,433.46
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
-- --
ESTATE OF FILE NUMBER
DONALD M. GLATFELTER 21 10 0342
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Myles-Harner Funeral Home 2,365.00
2. Bakers Restaurant -post funeral luncheon 120.15
3. Lauren Brown -photos for funeral 62.00
4. Scott Glasick -grave opening fee 200.00
5. Gingrich Memorials - gravemarker foundation 315.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
2, Attorney Fees: PUrC211, Krug & Haller 4,500.00
3, Family Exemption: (If decedents address is not the same as claimants, attach explanation.) 3, 500.00
Claimant Stephanie Jo Glatfelter
Street Address 9 North Road
city Mechanicsburg state PA zIP 17050
Relationship of Claimant to Decedent Daughter
4• Probate Fees: Register of WIIIS 45.00
5 Accountant Fees:
6. Tax Return Preparer Fees:
7. Register of Wills -additional Short Certificates 8.00
8. Register of Wills - JCP fee; automation fee; Short Certificates 51.50
9. Register of Wills -fee to file PA Inheritance Tax Return 15.00
10. Register of Wills -fee to file Family Settlement Agreement 20.00
11. PennDOT -fees to transfer titles 151.50
TOTAL (Also enter on Line 9, Recapitulation) $ 11,353.15
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-08)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
DONALD M. GLATFELTER
FILE NUMBER
21 10 0342
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. WESTAB - 2009 Local Income Taxes 86.18
2. United States Treasury - 2009 Federal Income Taxes 13,637.00
3. Pinnacle Health Medical Services -medical bill 50.00
4. Pinnacle Health Medical Services -medical bill 11.87
5. Holy Spirit -medical bill 870.00
6. UGI -gas service 278.08
7. PPL -electric service 197..02
8. Verizon -phone service 68..11
9. Silver Spring Township Authority 112.30
10. United Water -water service 45.78
11. Penn Waste -refuse service 44,35
12. Highmark Blue Shield -medical bill 70.61
TOTAL (Also enter on Line 10, Recapitulation) I $ 15,471.30
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
f~(~NAI n M r'I ATFFI TFR 71 1 f1 fl~d~
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. Christopher A. Glatfelter Lineal
Leedy Road one-third of residuary
Spring Grove, PA 17362
2. Donald A. Glatfelter Lineal
117 Simmons Road one-third of residuary
Mechanicsburg, PA 17055
3. Stephanie Jo Glatfelter Lineal
9 North Road one-third of residuary
Mechanicsburg, PA 17050
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
Ir more space Is neeaea, use aaaltlonal sheets of paper of the same size.
IN RE:
ESTATE OF DONALD M. GLATFELTER,
DECEASED
IN THE COURT OF COMMON PLEAS
DAUPHIN COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2210-0342
TABLE OF CONTENTS
1
2
3.
4.
Last Will and Testament of Donald M. Glatfelter dated July 5, 1996.
Letter dated July 13, 2010 from PSECU providing date of death values for Decedent's
Checking Account and IRA, along with confirmation of beneficiaries on IRA.
Letter dated April 22, 2010 from Wachovia Bank providing date of death values for
Decedent's accounts owed solely or jointly with his Daughter and Mother.
Letter dated June 25, 2010 providing date of death values for 2001 Ford Ranger and
1966 Ford Mustang.
0
LAST WILL AND TESTAMENT
OF
DONALD M. GLATFELTER
_~
~..
L/1W OFFIGE6
SNEL6AKER
B
BRENNEMAN
I, Donald M. Glatfelter, of Mechanicsburg, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament, hereby revoking and making
void any and all wills by me at any time heretofore made.
1. I direct that all my debts and funeral expenses be paid
as soon as practical after my death by my Executrix or Executor,
whichever the case may be, hereinafter named.
2. I direct that all of my tangible personal property be
distributed to my children, namely, CHRISTOPHER A. GLATFELTER, j
i
DONALD A. GLATFELTER and STEPHANIE JO GLATFELTER, living at the
i
Iltime of my death as they may select in equitable shares. If
there is any disagreement as to distribution, I direct my
Executrix/Executor to make such distribution. The decision of my
Executrix/Executor shall be final and binding. I direct my ~
Executrix/Executor to sell, or otherwise dispose of in her/his
I
discretion, any such property not otherwise distributed and to ',
add the net proceeds from their sale to the residue of my estate. '
3. All the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate,
I give, devise and bequeath to my children named hereinabove in
equal shares, share and share alike.
Should any of my children predecease me, I direct that
the share such deceased child would have received shall pass to
his or her issue surviving me per stirpes and if there shall be
no issue, then such share shall be equally divided between my
children surviving me.
4. I hereby nominate, constitute and appoint my daughter,
STEPHANIE JO GLATFELTER, as Executrix of this my Last Will and
Testament, but should she predecease me, fail to qualify or be
unable or unwilling to serve, then in such event, I nominate,
constitute and appoint my son, DONALD A. GLATFELTER, as Executor
of this my Last Will and Testament. I direct that no person
serving as Executrix/Executor shall be required to post bond to
secure the faithful performance of her or his duties in the
Commonwealth of Pennsylvania or in any other jurisdiction. I
further direct that my children while acting as Executrix/
Executor shall serve without compensation.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament written on Two (2) pages this
5th day of July, 1996.
~_ ;' -`..`" ~ ' ` ; '!% ~~~~ ~ f l~t-~~l-'_~.;r ( SEAL )
t~•'
Donald;fii.' Glatf~'lter
Signed, sealed, published and declared by DONALD M.
'GLATFELTER, the Testator above named, as and for his Last Will
and Testament, in our presence, who, in his presence, at his
request, and in the presence of each other, have hereunto
subscribed our names as attesting witnesses.
~~~, /'/;'~ 1 .~• (SEAL)
_ - :;-
LAW OFFICES
SNELHAKER
t3RENNEMAN
;~
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COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
We, DONALD M. GLATFELTER, PHILIP H. SPARE, ESQUIRE and SUSAN
L. ZYCH, 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, 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 the Will as witness
and that to the best of his or her knowledge the Testator was at
that time eighteen years of age or older, of sound mind and under
no constraint or undue influence.
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'Subscribed, sworn to and acknowledged before me by DONALD M.
(GLATFELTER, Testator, and subscribed and sworn to before me by
PHILIP H. SPARE, ESQUIRE and SUSAN L. ZYCH, witnesses, this
5th day of July, 1996.
~Nota~y Public
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July 13, 2010
Account # 8930XXXXXX
JILL M WINEKA
1719 NORTH FRONT ST
HARRISBURG, PA 17102
Dear MS. WINEKA:
The following is the status of DONALD M. GLATFELTER'S account with PSECU as of the date of death.
Joint Owner's Name NONE
Date of Death 12.13.2009
Date of Birth 11.01.1936
Share Description Open date Balance Accrued Dividend
S O1 Regular Shares 06.30.1999 $ 555.97 $ 0.07
C 50 Certificate Shares * 04.03.2001 24,321.84 111.62
*IRA beneficiaries-Stephanie Glatfelter, Donald A. Glatfelter, Christopher Glatfelter
The dividend earned from January 1, 2009 through the date of death was $2.92. The decedent had no loans with us.
We do not have safe deposit boxes for our members.
If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu
prompt, enter 6 and then extension 2227.
Sincerely,
.~
v ~~
Meacie Fairf
ivleiYiber Service Representative
Finance Support Unit
Pennsylvania State Employees Credit Union
Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 800.237.7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 717.777.210() (TDD) • 800.472.1967 (TDD)
psecu.com
This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender
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4f22/201C 12:42:52 PM PAGE 1/O~J2 F~.x 'Server
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~ Reference ID: 3016846
Wachovia Bank
Balance Confirmation Services
P O Box 40028
Roanoke, VA 24022
April 22, 2a to
PURCELL KRUG & HALLER
**
SUBJECT: Verification /Confirmation of Account and Balance Information provided for:
Customer: DONALD M GLATFELTER (SSN# XI,~ XX-7170)
Date of Death: December 13, 2009
Deposit Account Information
Account Account Date ofDeath Average Balance Date Maturity Interest Accrued Y'I'D Date
Type Number Balance Opened Date Rate Interest Interest Paid Closed
CERTIFICATE OF 737 $5,302.76 6/4/2008 6/4/2011 $5.69 $203.80
DEPOSIT
LEGAL TITLE: DONALD M GLATFELTER
STEPHANIE JO GLATFELTER
CHECKING 803 $95,468.20 8/29/1989
$0.70 $2.60
LEGAL TITLE: DONALD M GLATFELTER
CHECKING 773 $104.39 12122/1995 $OAO $0.00
LEGAL TITLE: STEPHAME J O GLATFELTER
DONALD M GLATFELTER
CHECKING '8037 $5,240.44 10/6/2008 $0.00 $0.00
LEGAL TITLE:
ADA M OR DONALD M GLATFELTER
/POA STEPHANIE GLATFELTER/FOR DONALD
/POA CHRISTOPHER GLATFELTER/FOR ADA
Revalvin~ Credit Information
Account Account Date of Death Credit Date Date Times Legal Ti$e
Type Number Balance Limit Opened Closed Late
EQUITY LINE 1453 $0.00 5/23/2007 STEPHANIE JO GLATFELTER
DONALD M GLATFELTER
Page 1 of 2
-Fax Servea~ 4 / 2 2 12010 12 : ~ 2:52 PM PAGE 2 / 002 Fax ~ServE~r
~~ Referexrce ID: X016846
VISA 438 $0.00 6/41208 DONAI D GLATFELTER
No Safe Deposit Hox found for customer.
* Date of death balance does not include accrued interest.
* If date of death oocucrs an a weekend or a holiday, date of death balance does not include any transactions that were made during that time period.
~ s~~~
Jennifer Straub
Servicenter Associate
Phone: (540)563-7323
18,1$
Hy accepting this information, the recipient thereof represents and warrants to Wells Fargo Bank, N.A ("We11s Fargo"~ that the recipient is authorized by the customer to receive lawfully this information
The recipient ogees that it will not disclose this information to any third party, unless compelled to do so by legal process, and that it will lawfully use this infoanatinn 'Ihe recipient acknowledges that
Wells Fargo does not represent and warrant that the information is complete and acatrate. The recipient further acknowledges that the information may not disclose the entire relationship between customer
and Wells Fargo. The information is subject w chan8e without notice m the recipient The recipient agrees to indertarify, deferss~ and hold Wells Fargo harmless from acrd against arty claim resulting from the
disclosure and use of the information by the recipient or from the breach by the recipient of any agreement, representation, ar warranty contained herein.
Wachovia Bank and Wachavia Bank of Delawaze are divisions of Wells Faro Bank, N.A
Page 2 of 2
Estimated Fair Market value: vehicles owned by Donald M. Glatfelter on
December 13, 2009
2001 Ford Ranger, basic model, 2 wheel drive, white work truck type (no options except
A/C), 148,000 miles in fair condition for year and mileage.
Value $800.00
1966 Ford Mustang, base model, six cylinder, road worthy but needing complete
restoration, true mileage unknown.
Value $2500.00
1\~:.
Neil Wiest
Owner
Date
5200 Simpson Ferry Rd Mechanicsburg, PA 17050 717.766.2886