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HomeMy WebLinkAbout01-14-11............................................................................................................................................. FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 4. Limited Estate ~ 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 of Trust) O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Return (date of death prior to 12-13-82) O ~. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFO MATION SHOULD BE DIRECTED TO: Name Dayt me Telephone Number --~~me,s ~. ~e,~~ ~~~- 5~CP- 3CyCP ~~. ...a.. First line of address _ _ _ / _ _ _ Second line of address City or Post Office State ZIP Code REGISTER F' LS USE ONLY .y. 1,...... 1 _+4' e~ ~~~ i~ _-.. ' a `,` Y r ~ ~~ W.....,./ ",a 4' ~'t •--~-7 _ .a ~.._ ~ - •-~ `~`~ D/~ FILED -~, --c•-~ ~ ,_-e T ~~ ~' 5.~.'..~j f.~,.~ .y'.: i L' : `- _. f ~t ~ ~ _:7 i -:~-~ j. f ~y ti_ ^~ ~. ~ _ .._. _... __ _ _ _ _...._ _ _ I. _ ~ ~,,, Correspondent's a-mail address: ~~x 31 ~7 ~ /~ O L Cw~1~t Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statement 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 informati n of which preparer has any knowledge. TURE OF PERS RESP NSIBL OR FILING RETURN GATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 i~ 1505610101 ]505610101 J 1505610105 REV-1500 EX Decedent's Name: ~ ~ ~ ~ ~ ~~,~/I, ~j~Gl~ RECAPITULATION ecedent's Social Security Number _i _ _ 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 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. "-j ~ (a ~ ~ ('~ ~j ~ 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. nter-Vivos Transfers & Miscellaneous Non-Probate Property .. , :. .:_ ... (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. -- 8. ' ~ ~] 7 (a 9 ~ . p ~j 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ' ' ~ ~c~ , ~ ', 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. ~-'~!tj , 11. Total Deductions (total Lines 9 and 10) ................................. 11. . . j ~„ 3,~ ~© ~ 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. .:... .. ~ ~ Z ~ ~2, 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. ~ ~ ~ ~~ Z, Tj?J TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES -- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 ... ..... _ ....,. .....,,: 16. .,. Amount of Line 14 taxable , - -- - at lineal rate X .0'~ ~(~, L~r(p'L., ~~j 16. ~ ~.~ p ~ $t"j 17. ( _ Amount of Line 14 taxable ~ ,.. at sibling rate X .12 17. 18. .. Amount of Line 14 taxable , at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. ~ ~ O ~4 ,~ _._. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ', O Side 2 1505610105 1505610105 REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDE`NT'S NAME ~cT GI/~~ ~~-P~-1~1 STREET ADDRESS i, 82.E Li s6cet-~ j~c~ae~ CITY ~~.~ ~ it STATE ZIP ` ~~/ ~' Tax Payments and Credits: 1. Tax Due (Page 2, Line 19} 2. CreditslPayments A. Prior Payments !3. Discount 3. interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fitl in oval on Page 2, Line 20 to request a refund. (1) %~ Lo~~. ~(~ Total Credits (A + ~) (2) (3) (4} 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) I , ~ d ~ Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN TIE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :......................................................................a................... ^ b. retain the right to designate who shall use the property transferred or its income : ........................................... ^ c. retain a reversionary interest; or ......................................................................................................................... ^ d. recesve the promise for life of either payments, benefits or care? ...................................................:................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity ar other non-probate property, which contains a beneficiary designation? .....................................................................................................'................... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE ~ AND FILE IT AS PART 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 the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)j. For dates of death an 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 sta utory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. i~ 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 ben ficiaries 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 ( 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 o adoption. '~ ~I REV-1502 EX+ (6-98) SCHEDI~ILE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value ir; 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 jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-i5o8 EX+ (ii-io) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY CCTATC AC. "' "' ' ~.GI VY L /~ /L~Cfrt~l ~j t~Gl ~- F1LE NUMBER: Zo~c~~vl5' Include the proceeds of litigation and the date the proceeds were received by All property jointly owned with right of survivorship must be disclosed o the estate. Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ,~ ~Z33<l131~5 d 2, ., ~iY1 ~~ ~'~y~n s ~!~coGU'! f ~5uk~efe~' ~$.~~ ~''`~~3~©1102{54~~ <!~ ~5~. ~~ 3. ~b ~S~ve~re~q`v,~~f't~ ~233r"3[oi73~~~~ ,~ccaw~~~Z~c~om~ ZZr~c7c~v.UU rr!! i ~, _i i i TOTAL (Also enter on Line 5, Rec pitulation) $ w ~! G `~ ~.~'~ It more space is needed, use additional sheets of paper of the same size. REV 1511 EX+ (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATNE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ~' 1l~I t Y1 ~ 2t y~ ~jGG ~ 2 D ~I~ t`3 ~ C~ (~ ~ Debts of decedent must be reported on Schedule L j ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~K t. MY~I- !'far~~''~L~~i-al ~~`~~ ~tar~ C~.~s.~/i_c~~ S;r~1t~" '~G~t.~-~- ---__-_ fo~-, t?'® / ~ ~ ~ ~' __..._._._L' Cs1'f~/f~~+!s ~EST~t1J"dllt~u~ T!J!!C/~l ~/'~~~~1yj i`itd~tL;l~.~/~~/ ~Zc~•~~I %o~a 1 ~Ft1iV~RAL. ~hP•s B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name ofi Personal Representative(s) Street Address City Year(s) Commission Paid: 2. ~ Attorney Fees i State Zip 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. 'T~~~ ~ f3aYel,Z~-u7~ S ----__ . c~~/~~ur~j%C~~s ~ ~.~'r`~:/s (zs~~w~-ifs/~X ~,e~~~z~ ~~~lr~~ ~- ~~ 1. s~~ - - _ A C~-•G; ~. ~~ -. o~ rVi //s ~~s~ G~c~ a~,a~e.1 i ~ ~'- Jr'~fc,- ~ R,~/ " ~~~.. Y~~ f~ 8~i~.- - ~: G o ~ ~ ~ 1 `~ ~ _ - - ~i ~i F~~ ~r ~il~r-i ~ar~cc:.lzzt R~ 1un~.(REY JSAr~~ ~~/S ~4' G:.C.G~ R~; ~~ 1'ilr//s1 - i ~. a r~ - ~fa-~ ~~rN,~~a~~ ~ lee ~~cY'r~~ ~ _ !. 5~ ~ ~~~ ter- ~~ Zorn. ~. I ~Ul~~-~/t 1- ~ ~q-~t /N y ~ R ~l-~4T~D t~fXt~s a TOTAL (Also enter on line 9, Recapitulation) $ ~~~~~-"O" (lf more space is needed, insert additional sheets of the same size) z f REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2010- 00654 PA No . 21- ~ 0- 0654 Estate Of : ED WlN KEEN BECK (First, Middle, Last) Late Of : LOWER ALLEN TOWNSHIP CUMBERLAND COUN7"Y Deceased Social Security No: 204-03-8458 WHEREAS, on the 29th day of June 2 010 an instrument dated May 27th 1977 was admitted to probate as the last will of ED WlN KEEN BECK /First, Middle, Last) late of LOWER ALLEN TOWNSH/P, CUMBERLAND County, who died on the 17th day of Apri 1 2 010 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: JAMES E BECK who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which ful 1 y appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 29th day of June 2010. * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) ~~•, ~I ' ~ ~ _ O _ ~' -~-. --;'~ LAST WILL AND TESTAMENT ', ='~ it rn ~`= ;" '~; .:~;, -- ~ • ,,., ~ :- r-,-° -, . ~ f-~. _, -~-- ~,~, EDWIN K . BECK - ~ ~ .. ~ ~_ • ~ r~ .,: , . ~" ;~ . I, EDWIN K. BECK, residing at 2014 Har~ard Avenue, Camp Hill, Cumberland County, Pennsylvania, being of ~ound mind, mem- i ory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments or writin s inl'~the nature there- ~ 9 of, by me at any time heretofore made. ~I ITEM I: I hereby give, devise and bequeath all of my ro ert r p p y, eal, personal and mixed, unto my wife, Katherine Beck. • ITEM II: In the event my wife shall predecease me, or in the event that my wife and I shall die in a common disaster, or under such circumstances that there is no evidence of survivor- .fi I, EDWIN K. BECK, residing at 2014 Harvard Avenue, Camp Hill, Cumberland County, Pennsylvania, being of sound mind, mem- ory and understanding, do make, publish and decla~.re this to be my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments, or writings in !,the nature there- of, by me at any time heretofore made. ITEM I: I hereby give, devise and bequeath all of my property, real, personal and mixed, unto my wife, Katherine Beck. • ITEM II: In the event my wife shall predecease me, or in the event that my wife and I shall die in a common disaster, or under such circumstances that there is no evi ence of survivor- ship, then and in that event, I make the following provisions: A. All of my property, both real and personal, I give, devise and bequeath unto my children: Jeanne L. Reese and James E. Beck, share and share alike, equally. ITEM III: I hereby nominate, constitute and appoint my ~~ --,; ~ wife, Katherine Beck, Executrix of this my Last Will and Testament. In the event the said Katherine Beck shall predecease me, then i and that event, I nominate, constitute and appoint my daughter, Jeanne L. Reese, and also my son, James E.~ Beck,', Executors of this my Last Will and Testament. ~,~~ Wi ties s c ~'''~~ ,r~,bL `''x, ,../ "'ter i :% ~ :+' Edwin I. Beck IN WITNESS WHEREOF, I, EDWIN K. BECK, ~ave hereunto set my hand and seal to this my Last Will and Te~tament, consist- - h ' ~'`~~ d I of Ma 1977 . ing of two ~2} typewritten pages, t is ~ /~ ~y ys ~, `~` _ ~ ~~ Ear. (s } Edwin K. Beck Signed, sealed, published and declaredlby the said EDWIN K. BECK to be his Last Will and Testament, in ou~ presence, who, at his request and in his presence and in the presence of each other, we, believing him to be of sound and disposing m~.nd and memory, have hereun-o subscribed our names as witnesses. ~- -z.._. ~ ,, .,~~"`; ,~=~ residing at...~,~G"~ ~ ~'~.~.--.~~.. -' ~c.~~..~ ~.~.~ G` ~. r`.~_.....jr~ •_ ,~, ,~~~_ ~'f'` '~ '~~._1.~ ,,:;~.._ residing at `~5~~. `!.~ _ .~..~~., .1 ~~:f''r . `' /';'~, .,..- ~~.. -- ~ - ~'~ ~7 ~, 1l?5.9(J5 REV.!3/09~ This is to certify that this is a true copy of the record which is on file in the Pennsylvania Department of Health, in accordance with the Vital Statistics Law of 1953, as amended. WARNING: It is illegal to duplicate this copy by photostat or photograph. 563430 No. Linda A. Caniglia State Registrar JUN 0 8 201Q Date CORRECTED ITEM: >'~21d H1os143 REV 1112006 PER FD : DATE : 5 / 18 / 2010 g1vCOMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS TYPE /PRIM' IN O~ ~ ~~~ PERMANENT CERTIFICATE OF DEATH BLACK INK (See instructions and examples on reverse) _i.__ _.. _ ......___ ~r 0 a J Q Z 0 W w 0 0 W a Z 1. Name of Decedent (Frost, midde, last, affix) 2. Sex 3. Soaal Security Number 4. DaM of Dearo (Montle, day, year) Edwin K. Beck Male 204 - 03 8458 ril 17 2010 5. Age (Last Birthday) Under 1 Unda 1 da 6. Date of Bill Month, ar 7. Ci and state a I 8a. Place d Death Check one ~ Hours tAnutes Hospital: Other. 88 vrs. post 28 1921 0 7 Harrisbur PA g ~ ^ Inpatient ^ ER I Oulp~ent DDA Nursing Home ^ Residence ^ Odra • Speay: 8b. County of DeaN tic. CAy, Bono, Twp. of Death fid Fadfiry Name pf trot institution, give street and number) 9. Waz Decedent d Orkpn? No ^ Ves 10. Race: Artx~ripn Indian. Black, White, etc. • CumberL3nd L. Allen '(tap. wit,,,, t~t,~~ ~,,,1,,Y ~, „,, 111iC wlMls at ~,~d4, pt.lit (ti yaz. gpeary Cuban, Mexican, Puerro Rican, etc.) (spar~t ~te 11. Decedad's Usual Kind of wale daxr most of frte. Do not slate 12. Was Decedent ever in dxs 13. Decedents Eduptbn (Spedry a4y higlxrst grade comp leted) 14 Marital S :Married Never Married 15 Survivk S a usa (M write iv id Kind of Work Clerk Kirdof Brx;irx3sslkdustiy US Postal Serve U.S. Armed Forces? )~1 tag 0 Ne Elementary I Secondary (412) College (1.4 a 5+) . w' Wid , , ^'~ (~hl g p . . g e ma en name) • , 6. DecedenT~s Addregg (Sntre~et, city /town, State, ziP code) Madiing tg Pennsylvania Did Decedem A t l R id i L All . ' 824 L1S Wrn l~u • c ua es ence 17a. State L ve in a 17c. en Yes, Decedent Lived in • Twp Camp Hill PA 17011 ~ h Towrrship~ 17b. Coon CtmhPrl atx~ t7d. No, Decedent lived rrithin , Actual Linpts of Coy I Boro 18. Father's Name (First, middle, last, suffix) 19. Motlrers Name (First, midde, maiden surname) Ral Beck Jenn Kirb 20a. Inromrant's Name (Type (Print) 20b. Infomxud's Mailers Ad~ess (Street, aly I town, state, zip co¢e) James Beck 3127 Beverl Rd. Hill PA 17011 • 21a. Method of Dispositon i ^ Cremation ^ ~~ I~ Burial ^ RemovalfranStat 21b. Date nt Disposition (Month, day, year) 21c. Place d Disposition (Name d cemetery, aertratory a otlrer ) 21d. Loption (Ciryltown, state, hP Dods) ^ ^ f>o ~patlarized^ e ~ yazM~ E m 04_24-2010 Rolling Green Cemetery Camp Hill, PA r ~ :sn rer Yeg 22a. Funeral Service ' a such) 22b. License Number 22c. Name and Address of Facdiry - Complete irortx 23at only wtxsn ceNfying physirdan Ls rat available at time of death ro 23a. To tine best ,death at the time, dale and place stated. (Signature and tide) 23b. License 23c. Date ' (~ day, year) prtil~puse of death. r' ~ ~., ~"' R~ ~ 2 (o y(~ L ~ l~ ~ ~ i 7, ao~ o ~ Items 24.26 must be completed by person ~ who prorrouncesdeath 24. Time of Death ' 25. Date Praaunced rDlead (Month, day, year) ' 26. Waz Case flat to Medical Examiner I Caarer fa a Reason Other than Cremation a Donator? . ~Q . ~ M. ~ d l 0 ~ !7 ~ ~ 7~ ^ Yes No CAUSE OF DEATH (See instructions and example's) r Approximate interval: Item 27. Part I: Eller the ~n Of vg~ -diseases, njuries, a carplicatbns • tlrat Erectly caused the death. DO NOT enter temrinal events such as carntac arrest, r Onset b pealh k Part II: Error other ' ' ' bN trot m u ro9 nderiyirg pose given in Pan I. 26. Did Tobacco Use Contribute ro Death? ^ Pr ^ Yes ababy resp atory arrest, a venhirxrlaar fibrillation witiarA showers the etiobgy. List any one cause on each line. r ' NIMEDIATE CAUSE ((Fin l d ~ r I ^ No '~ a isease a \ condition resntting in rkath) ~-GP,-'-~ l 6 ' [ l I I~~ i ! Z ~ ~ 2s. n Female: } , l a. ~ ^ N Duero (a az a censeQuence of): i ot pregnant wdhin past year let carditiars, a ,_ `~~-~ ' ~~' ~~_ ar'1'~ b. r~1~LlrGtl2~.l .~C1PdPtr~~.1 ~~P.a7k1Q 1~pZ~~/~ ro pose ksted on line a. ~~` "` _ - ~ ^ Pregnant at time or death ^ i ~~ Eller UNDERLYING CAUSE Duero (a az a ~ of): Not but pregnant, pregnant within 42 days (disease a injury tlrat kxliated the r of death • events resulting in death) LAST. c. r ^ Due to (a az a rrorrsegrxarxx aQ: r Not pregnant, but pregnant 43 days ro i year ' • d, r r betas deadr ^ tJnknovm y pregnant wtihin the Past Year 30a. Was an Autopsy Perlomred? 30b. Were Autopsy Frdirgs Available Prig ro Completon 31. Mama of Death 32a. Date d Injury (Month, day, year) 32b. Describe How Injuy Occurred 32c. Place of htNry: Home, Farm, Shee4 Factory, d Cause of Death? [~WaWral ^ Horrwrrde Olfice &wldwg, •ro• l~hl ^ Vas ~No ^ Yes ^ No ^ Accident ^ Pennding kn~gaGon 32d. Txne of Injury 32e. Injury at Wak? 32f. fi Transportation Injury (SpealyJ 32g. Loption d kyury (Street, aly I town, stall) i ^ Suiade ^ Could Not be Determined ^ DmrerlOperata ^ Passenger ^ Pedesbia~r ^ Yes ^ No M Odra • Sped/y: 33a. Certifier (check arty one) 33b. Signature Tde of Certifier • C•~yM9 Phy~ ( carne of deatlr when another physiaar has prorrorrroed death and crornpleted Item 23) ~ To the beat of mY farorrkdge, doll omrred rroe to the causNs) and nwxra a staled- _ _ _ _ _ _ _ _ _ ' " ~" ' 9 ~ ~y~9 l~ ( ~ Pig death and prlilying ro pose o(dealh) ~ 33d. DaN Signed (Month, day, yea) To the best of my knowksdge, death aecrx-M k the tlme, date, and plea, and due to the cau:as) and maxrer sa sated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^ • ~ /' ~ ~ ~ MetNal ffxaMnalCororter `-T s ~ ( ~, r ~. On the besia of exaninstlon and / a investlgatlon, in my opNdon, loth oeaKred at the time, dale, and pba, and due to the cauega) ant nxmner as staled. I 34. Name and Addrel!s s d Person Who ` ' Cause d DeaM (Item 271 Type /Print 35 Ne istrar'g ~ toe and Dxdri t N b ~~ l~uQ, l f~N SA /Yl~ S lC ~A . g c um er - ~ I ~I /I d I / I/ I ~. ~ ~ yaw) ,r{ d <o r ?a7 Popl~,~c1w~P.d~ C,4u+ p -d,~l~ P Igo I ~ a o , j q Disposition PennR No. A (~ OBE. 2661 Sovereign KATHERINE BECK JAMES EBECK ATTY /FF Balances Balance Interest Eamed this Period Paid Last Year *The interest earned and the interest paid may differ depending on when interest is credited to your account. Account Activity Date Description Additions Subtractions Balance 04-14 Beginning Balance ~ ~ - $__ 16,53 3~ ._ - IN CASE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS CALL YOUR CUSTOMER SERVICE CENTER AT THE NUMBER SHOWN ON THE TOP OF YOURS ATEIkiENT Ult WRITE TO THE BANK FOR DEBIT CARD ISSUES: FOR ALL O R ISSUES: Sovereign Bank Sovereign Bank Attn: Debit Card Services Attn: Client Relations MAl MB 301-06 10-421-CRl P.O. BOX 841003 P.O. BOX 12646 Boston, MA 02284-1003 '', READING, PA 19612-2646 Please contact us if you think yow statement or receipt is wrong or if you need additional information about a trs from you no later than 60 days after we sent you the FIRST statement on which the en or appeared. • Tell us your name and account number. • Describe the error or the transfer that you are unsi • Tell us the dollar amount of the suspected error. you believe there is an error or why you need fort] If you tell us orally, we may require you to send yow complaint or question in writing within 10 business days. We will promptly investigate the matter and call or write to you with an answer within 10 business days (10 cale we may take up to 45 days to investigate yow complaint_or question. If we do, we will credit your account withii error, so you will have the use of the money during the tune rt takes us to complete our investigation. If we ask } and we do not receive it within l0 business days, we may choose not to credit your account. For errors involvingg new accounts, point of sale purchases or foreign transactions, we may take up to 90 days to we may take up to 20 business days to credit your account for the amount you think is in error. We will tell you the results of our investigation within 3 business days after completing our investigation. If we ~ explanation. You may ask for copies of the documents we used in ow investigation. Important information about your Sovereign Debit Cs The networks through which some of yow Sovereign Debit Card wchases are processed have begun allowing ; either a signature or a PIN. If you are not required to enter yow l~ when you make a purchase, yow ppwchase network or throu~h the STAR or NYCE networks. If yow purchase is processed through STAR or NYCE, diffi for the rights anc~protections available through Visa. Please see yow Personal Deposit Account Agreement for on the statement or receipt. We must hear about and explain as clearly as you can why information. dar dayyss~in Massachusetts). If we need more time, this 10-day period for the amount you think is in u to put your complaint or question m writing your complaint or question. For new accounts, there was no error, we will send you a written cants to process yow purchases without be processed either through the Visa terms apply and you will not be eligible information. +~' ~ C page 3 of 4 2331113165 EDWIN K BECK KATHERINE BECK JAMES E BECK ATTY lFF ', Deposit Accounts Account Number Average Daily Balance Current Balance ::. .: ...: :.s' . ~ $ . ~ ~ : ~ d e5 ~~ ~ tin :. ~. .~ti :. < ::[~ : .:.. ': N ... E +: € ~,~~; <: t..r`~}~T . ~ -,.. _~ ~"" ~ _ w~~ .~~'~~~-'-•~_.~ ~~: a :. ~ f ~ _ .:..233111-3165:.. . ' . , ... : ~; ,. ... .. . SO~/EREI~N PRf=1iAI~R CHEG~f~l~l~ `.. N.:.. '' `~ STATEMENT SAVINGS ACCOUNT 2334016256 -• Total Deposit Account # 2331113165 Interest `yr: 3 k c.- :f.s .;y ~•'4~,. f 5fr"> .., .. ...; ~ _.; Paid this Period * = Zg k ° ~' `~ r ;> ~ ~ Q .-~ -_ > Y ''Ann~at ~ercei~fage Yietd~ ..: ~d'~~f T':. ':3,s t' ~ i r °~`,.~_• ~ ~} 2~i~ied } .~ :~p Earned this Period Paid Last Year ' Paid Year-To-Date a - ~ ~ k = ,.. *The interest earned and the interest paid may differ depending on when interest is credited to yo r account. Checks Posted '', Check # Date Paid Amount Reference Check # Date P id Amount Reference '~. ... a ',` ., . .'...<.' .s r ~.: }. .. .S '.. e:= ...: ..-. ~.- 9R' }. >. .. 549 0415"' $295:70. 979821060 _ s:: ,;~ ~' .; Y .a. ,; : ; k ~ . ~~ ~ , 553 ..'' 05 ~ } f. ~ y.. ...y r.v~~ {~.:~}> 'Tna .a, :: ~'~ ~ ~ ~ ..; < 621y.96.. ~_ ~" : 3325747Q ' _ 550 04/15 $3 365.00 980277715 3 Check(s) Posted =54,280.66 An asterisk (*) indicates a skip in sequential check numbers. An -(E) indicates heck was converted to an electronic item. Account Activity Date Description Addition Subtractions Balance 04-14 Beginning Balance ~1 y N f' 1 E4 [~Y. i ~ .~ iK t~ ..Ji ~ ~- $3,820.87 .fyiE }fit ~P, 'w >} 5 7` ~ f s ~ _,,,~~ f ~~x ~ ~ 04'-15 CHECK :'550 ~~ _ ~ ~ ~~ .•_ ~ , ~ ,~ ~ : ~ ~ ,~ 4 5:8 _ page 2 o f:l 2331113165 J~ Sovereign Bank MAY 15, 2008 Principal Value... $25,000.00 Grace Days........ 7 2335361735 005190-0001 080516 EDWIN K BECK KATHERINE BECK JEANNE B REESE 3605 KOHLER PL APT 7 CAMP HILL PA 17011-2716 Renewal Notice 12 MONTH CD 6017 0233 5,190 Y Account Number Issue Date............ Maturity Date......... Renewal Maturity Date. Renewal Instructions: Renew Principal Only, Interest Paid Your Certificate of Deposit, 2335361735, will automati JUNE 11, 2008, for an additional term of 12 months. JUNE 11, 2007 JUNE 11, 2008 JUNE 11, 2009 thly ly renew on The interest rate and annual percentage yield for the n w term have not yet been determined. Rate and yield information will be av~iiable on the day after the maturity date of your account and can be obtained b stopping by your local branch or calling us at the number below. If no changes are made, the value of your account at renewal will be $25,000.00. You will have 7 calendar days after the maturity date t withdraw funds without penalty. Interest will not be paid on funds wi hdrawn during the grace period. If you wish to close your CD by mail, ple se send a notarized letter indicating your request to the address below. W must receive this letter postmarked before the end of the grace period so you do not incur a penalty. If you have questions regarding this notice or would li a information on other products and services we offer, please contact us at th address or phone numbers listed below or visit your local community banking office. One of our customer service representatives will be happy to assis you. Thank you for banking with Sovereign Bank. DIRECT Sovereign Bank Mailcode: RIl-EPV-0218 1 INQUIRIES TO: PO Box 831001 Boston, MA 02283-1101 TELEPHONE: 1-877-SOV-BANK (1-877-768-2265) 7:00 a. to 11:00 p.m. EST, 7 days a week. Customers with hearing i pairments may call 1-800-428-9121 (TTY/TDD). PLEASE SEE REVERS SIDE FOR IMPORTANT INFORMATION. ,. t IMPORTANT INFORMATION ABOUT YOUR CERTIFICATE OF DEPOSIT The interest rate will not change during the term of your CD, unless you have opened leither a Rising Rate CD (RRCD) or an Indexed CD. ~r If you have a RRCD you may visit your local Community Banking Office to request that we increase your interest rate one time during the term of your CD to the RRCD rate in effect the ay the request is made. Current interest rates can be obtained by calling 877- SOV BANK, visiting your ocal Community Banking Office, or by going to www.sovereignbank.com and clicking on .sovere' .c ate. r•- If you have an Indexed CD, your interest rate may change as frequently as quart ly. We will select the interest rate for each calendar quarter by selecting the prime rate as published in The Wal Street Journal on the 1" business day of the month preceding the quarter. We then multiply that index val e by .5 to get your new interest rate. The interest rate will be effective on the first Saturday of the quarte Minimum Balance. A minimum balance of $500 is required to open a personal certifi ate of deposit account ("CD"), a minimum balance of $500 is required to open a business CD, and a minim balance of $100,000 is required to open a Retail Jumbo or Wholesale Jumbo CD. Mazimum Balances. A maximum opening balance of $100,000 is permitted for perso~al and business CDs. There is no maximum opening balance for Retail Jumbo or Wholesale Jumbo CDs. Crediting and Compounding of Interest. Interest on your personal, business, and R ail Jumbo CD is compounded each day. Interest on your personal CD is credited to your account every month. Inter st on your business CD or Retail Jumbo CD is credited to your account at maturity. Interest on Wholesale Jumbo CDs, which are owned by government, municipal, and business customers, is credited to your account at maturi . i Computing Your Interest. Interest on your CD is calculated using the daily balance ethod. We apply the daily periodic rate that corresponds to the interest rate on your account to the principal in yo account each day. Interest will begin to accrue on the business day you make a deposit to your account. The ann percentage yield that applies to your CD assumes that no withdrawals of principal or interest aze made befo the maturity date. Any withdrawal of interest or principal will reduce the amount of interest you earn on your D. 1Yansaction Limitations. After your CD is opened, you may not make any additional eposits into the account. You may make withdrawals of principal from your account before the maturity date of your CD only if we agree to permit you to make the withdrawal. If we permit you to make the withdrawal, we will pose an early withdrawal penalty of (a) three months' interest on the amount withdrawn if the term of your CD i one year or less; (b) six months' interest on the amount withdrawn if the term is more than one but less than fiv years; or (c) one yeaz's interest for all other CDs. The early withdrawal penalty on withdrawals from a busines ,Retail Jumbo, or Wholesale Jumbo CD is three months' interest on the amount withdrawn. i We will waive the eazly withdrawal penalty if any owner of the CD is adjudicated inco petent, becomes disabled or dies, or if your CD is part of an Individual Retirement Account and you are at least 59 2 years of age and have requested periodic distributions that will occur at least annually. If you have an Indexe CD, you are permitted to make one early withdrawal without penalty as long as you make this withdrawal seven calendar days or more after you make a deposit to your Indexed CD. i, If we permit you to close your CD before the maturity date, you may lose any interest that has accrued but not been credited to your account. Interest may be withdrawn at any time without penalty after it is credited to your acco t. Renewal Policy. All CDs, with the exception of Wholesale Jumbo CDs, will automati ally renew at maturity. You have a grace period of seven days after the maturity date to withdraw some or all of the funds in your account without being charged an early withdrawal penalty. Interest is not paid on amounts wi drawn. OP0012 (6/06) ~ •~~`~ . ;,~ `< ~~ .~ ~. >:. ~, ~- ~w .. ~ ~ ~ , 3. ,ra,ir MY~;~t~---HAR':vER FC'NGRAL DOME, ItiC. 1903 MARKER S TREE'i CAMP HILL, PENNSYLVA*7I.4 l?O1' 71~-?37-9961 May 21, 2010 Mr. James Beck 3127 Beverly Road Camp Hill PA 17011 Services for Fdwin K. Beck April 24, 2010 Total Funeral Expenses: Received Payment from Insurance Company Guaranteed Items Discount Increases or Additions of Non-Guaranteed Items Made After Pr~-Arrangement Obituary (Increase) $ !, 176.00 Certified Copies (Increase) ', 30.00 RIJBERT H. FIARNr R ~i;Pwlt~';SG~ DUtiTI'V R. Bri1:P,K i~U~~RAL.7!:P.Ff Ti:h $ 7,016.00 ~ 6 5~,04~5~ - 305.42 $ 2~ ~ . ~ $ 206.00 Less Credit for Veterans Benefits: Balance Due: ~ ~~, ~ d. ~K~ 55t~ ~~~i~~ J GULLIFTY'S RESTAURANT GULLIFTY'S UNDERGROUND 1104 CARLISLE ROAD CAMP HILL, PA. 17011 47 Georgi E Chk 1955 14 Gst 0 Apr24'10 01:30PM 5 Gr Chick Salad 39.95 1 Cheese Angus NO CHEESE 7.99 5 Chick Tendln 49.95 2 Sm Brew Fry 5.98 3 Kid Ch Pizza 8.97 2 Chick Nugget 7.18 1 Philly Chstk REGULAR 7.99 8 Rueben ~ 71.92 1 Cheese Angus AMERICAN 7.99 1 Lg Fish Sand $ FRIES 14.37 AMERICAN 1 Itn Grinder 8.59 1 Cheese Angus AMERICAN 7.99 1 Philly Chstk REGULAR $ 10.98 FRIES MUSHROOMS 2 BLT CLUB 13.98 1 Lt Summr Sal 8.99 1 Philly Chstk REGULAR 7.99 MUSHROOMS 1 Philly Chstk MEAT&CHEESE 7.99 1 Lg Fish Sand ~ FRIES 13.98 3 SM CHOC MILK 3.87 2 LG CHOC MILK 3.98 4 MTN DEW 9.16 1 ROOT BEER 2.29 1 KIDS SODA 0.99 9 PEPSI 20.61 4 DIET µi 9.16- 1 HOUSE LurFEE 1,35 1 Chicl4 Quesadilla 7.99 1 Cheese Angus PROV 7.99 1 Cheese Angus SWISS 7.99 2 Crab 'Corn Cp 8.58 2 Potato Cup 7,98 1 Soup I E Cup 4.29 1 Chee a Angus AMERICAN 7.99 1 Gr C ick Salad CARROTS 7.99 CELE Y 1 Phil y Chstk REGULAR ~ 10.98 FRIES 1 BLT CLUB CRISPY 6.99 1 Chee~e Angus AMERICAN 7.95 1 Gr C ick Salad CELERY 7.99 1 Itn tinder ~ FRIES 11,58 1 Side Harry's 1.59 1 Philly Chstk REGULAR 8.38 HARRy'' S HOTS 2 RASPICE TEA 3.98 2 LEMONADE 4.58 5 HSE CE TEA 9.95 1 LING R ALE 2.29 1 SIER A MIST 2.29 20 96', 96 GR+~T 98.72 Food!; ~ 493.62 Tax '; 29.62 Se rv h ce CI ~, _, 98.72 Amou~ht Due 6~ 1 .96 WE H PE YOU NAVE ENJOYED ~ YOUR TIME HERE AT GULLIFTY'S & GULL ~FTY'S UNDERGROUND WE H PE TO SEE YOU AGAIN SOON! CHEC US OUT ON THE WEB ~ WWW. ULLIFTY5.NET FOR I 4LL THE LATEST INFO, NEWS 'AND ENTERTAINMENT SCHEDULE LET US CATER YOUR NEXT EVENT! CALL~717-761-6692 FOR DETAILS. RECEIPT FOR PAYMENT ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 BECK EDWIN KEEN Estate File No.: 2010-00654 Paid By Remarks: EDWIN BECK WZ ------------------- Fee/Tax Description PETITION LTRS TEST WILL SHORT CERTIFICATE JCS FEE AUTOMATION FEE Check# 557 Total Received......... Receipt Date: Receipt Time: Receipt No.: 6/29/2010 14:09:04 1061698 Receipt Distribution ----- -------- -------- --- Payment Amount Payee Name 60.00 CUMBER D COUNTY GENERAL FUN 15.00 CUMBER D COUNTY GENERAL FUN 8.00 CUMBER D COUNTY GENERAL FUN ,23.50 BUREAU O RECEIPTS & CNTR M.D 5.00 CUMBERLAN D COUNTY GENERAL FUN 111.50 111.50 Statement Period 06/14/10 TO 07/13/10 EDWIN K. BECK ~~ ~ /~~ ~ 557 KATTiEHINE BECK ~„nip 9E05 KO~ Pl, APT. 7 CAMP Mu., PA .17611 y~~~' Z O~U r - '"o,[:Qo~o~y~{/~ ~R~e[/~j~~t~e///rJ~f~1~~i}l~ls~t- ` ~J i $ //!. So -F~ Tar+.`a/~CtC~.=-C./'CGP.':H_CL._ - ...O7G/~r.~ ,C~ ~`~ OOW11f ® C3..., ~~OVCT@Igll BAIIg .~ _ __ ~:23i37269i~: 233L Sw0557 .-... 2331113165 # 557 07/01/10 $111.50 page 4 of 4 2331 113165 RECEIPT FOR PAYMENT ------------------- -------------------- GLENDA FARMER STRASBAUGH Cumberland County - Register Of Wills One Courthouse S uare Carlisle, PA 1713 BECK EDWIN KEEN Estate File No.: 2010-00654 Paid By Remarks: JEANNE L REESE WZ Receipt Distribution Receipt Date: 6/29/2010 Receipt Time: 14:10:02 Receipt No.: 1061699 Fee/Tax Description Payment Amount Payee Narrie RENUNCIATION 5.00 CUMBERLAND COUNTY GENERAL FUN Cash $5.00 Total Received......... $5.00 ?~'~~ ~ ~~ ~~ a ~ )' ~G~'