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HomeMy WebLinkAbout07-28-11 15056b~101 REV-1500 Exto~_ao; OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Numt~er Bureau of fndtviduat Taxes INHERITANCE TAX RETURN n ( / I D j „~ f7o Box 2ao~o~ RESIDENT DECEDENT c~L I / Cl/ ?~ Harrisburg, PA i71z8-o60i ENTER DECEt7ENT INFORMATION BELOW Saciai Security Number Date of Death Iv1MDDYYYY Date of Birth MNIDDYYYY 13~ - 3Z-- a ~1i3 vG - v'~'- Zc~oy Decedent"s Last Name Suffix CaL<</'~s~ N {If Applicable) Enter Surviving Spouse's Information Below Sf}ause's Last Name Suffix 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 O 2. Supplemental Return O 3. Remainder Return f,ciate of death prior to 12-'? 3-82) O 4. Limited Estate O 4a. Future Interest Compromise {date of O 5. Federal Estate Tax Return Rectc~irec: death after 12-12-II2} ! 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Bt:.xes (Attach Copy of Will) (Attach Copy of Trust} O 9 Litigation Proceeds Received O 10. Spousal Poverty Credit {date of death O 11. Election to tax under Sec. 911:?(Ai between 12-31-91 and 1-1-95} (Attach Sct~. Oj CORRESPONDENT - TkiIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number First line of address ~-(D ~..) o f ~ ~ i3 ~ ~U iZo ~~ Second line of address City ar Post C7ffice t'f ~ N J v ~ (~- State ZIP Code ~Jfl D37S~S Correspondent's a-mail address: n / 01~'^~ o~ j"~ ^' I ' `~'~ Under penalties of perjury, I declare that I have examined this return. including accompanying schedules and statements. and [o the best of my xnowlectac ar c~ ueuet. it is true, correct and complete. Declaration of preparer other than the personal representative is based on all Information of whicY7 p~eparer has any knrvrl t~:]e. SIG F~TUR C P SON RESPONSIBLE FOR FILING RETURN uHi c ~ _ ~~ 7~ \~1.~ Z~r ~ ADDRFS:s' fJ~rC. 12 G~~~sar/ `fb w~~~,~~3v~zo~o~~ N~tNOVT2~N~ o37S'S SIGNi1TURt:= OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 6U3~~5~-952Z REGISTF~R~F WILLS IJSi;:pNLY -~; 'T'~ . ~ r ~ - ~- r, 7 : - -- - - ~-' - - , _r~ ~~ ~ ' DR~ FILED ~- ~ -- r t ~ PLEASE USE ORIGINAL FORM ONLY 15U561,DZD1, Side 1 1,5f1561DZDZ t(- z~~(9Nf Decedent's First Name "'1i (Z t ~r-c f~Q~ lZ Spouse's First Name Mi J REV-1 goo EX 15056],0],05 DecefJenfs Name. 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, fvlorlgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property {Sched~tle E)....... 5. 6. Jointly Owned Property (Schedule F} O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ©Separate Billing Requested........ 7. 8. Total Gross Assets {total Lines 1 through 7} ............................. 8. 9. Funeral Expenses and Administrative Costs {Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 11. Total Deductions (total Lines 9 and 10) ................................. 11. 12. Net Value of Estate {"Line 8 minus Line 11) ......................... ..... 12. 13. Charitable and Governmental BequestslSec 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. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15 Amo!~nt of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a){1.2) X .O~ 15. 16 Amount of Line 14 taxable at IinE:al rate X .0 - 16. 17 Amount of Line 14 taxable at sibling rate X .12 17, 18 Amount of Lir7e 14 taxable at collateral rate X .15 18 19 TAX DUE .........................................................19. 20 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Sc:;ial Security Number ~~o~.Z ~~.~~ '~ ~ v ~ ~ , ~~`~ Side 2 150561,Ob~5 15®561,x]],05 l~ l~ u O U ~~ C.~ J U v REV 1500 EX Page 3 n~c~dent's Complete Address: File Number STREETADDRESS _ _ _ _ _ _ _ _ _ _ __ ,STATE C AM~~ ~-c.< « ~~- ZIP '~ 17 ~ l l Tax Payments and Credits: 1. Tax Due (Page 2, Line 19} (1} 2. CreditslPayments A Prior Payments __ __ __ E. Discount Total Credits (A+ B } (,~j 3. Interest (3} ~ 1f Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Eill in oval on Page 2, Line 20 to request a refund. (4) 5 if Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. C5) Make check payable to: REGISTER OF WILLS, AGENT. v J Cj 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 :........................................................................................ b retain the right to designate who shall use the property transferred or its income : ........................................... a retain a reversionary interest; or ....................................................................................................................... ^_ (?C --- d. receive the premise for life of either payments, benefits or care? ..................................................................... ~ ~ L_..... 2. If death aecurred after Dec. 12, 19$2, did decedent transfer property within one year of death .... ,..... without receiving adequate consideration? ............................................................................................................_ ~_J ~~ 3. Did decedent own an "in trust for" or payable-upon-death bank account ar security at his or her death? .............. ~l 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ....................................................................................................................._ ~~ ~xi IF THE ANSWER TO ANY OF THE ABOVE QUESTfONS 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or far the use of the survi~ring spouse is 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 far the use of the surviving spouse is 0 percent [72 P.S. X9116 {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 afi transfers from a deceased child 21 years of age or younger at death to rr for the use of a natural parent, an ~~doptive 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 ~.5 percent, except as Hated 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)]. A sibling is de#ined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-15Q8 EX- {6-J~j a~T :'~' COMti1QNL'VE:At_7Fi OF PENNSYLVANIA i'Vlit-RITANCE TAX RETURN RE~Ii>>ENT ~JECEE~ENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER ~i~f~(Nt~~ t~ f ~l.r~/L.10!``1 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. (If more space is needed, insert additional sheets of the same size) Free Business Checking 01 2000018052394 752 130 0 135 vVACI-IOVIA 00035117 O1 AT 0.357 O1 3DG 129 I~~~Ilii,~~II~~~~II~„I,I~I~~~II,I~~~~I~Iil~~~l~l~~~l~l~~ll~~l ESTATE OF RICHARD P GLEASON DARRAH L GLEASON EXECUTOR ~~ NEIL R GLEASON EXECUTOR ~~ 504 E 63RD ST APT 17D NEW YDRK NY 10065-7920 CB 99,365 Free Business Checking Account number: 2000018052394 Account owner(s): ESTATE OF RICHARD P GLEASON CARRAH L GLEASON EXECUTOR NEIL R GLEASON EXECUTOR Account Summary_ Opening balance 7101 $4,834.05 Checks 500.00 - Other withdrawals and service fees 4,334.05 - Closin~ b~ilance 7/31 $0.00 Checks Date ,'Number Amount posted 0991 500.00 7/15 Date Number Amount posted Total $500.00 Other Withdrawals and Service Fees Date Amount 7;'28 4.334.05 Total $4,334.05 Description DEBIT TO CLOSE ACCOUNT Daily Balance Summary Dates Amount 7!15 4,334.05 Dates Amount 7/28 0.00 THIS IS YDUR FINAL STATEMENT. YOUR ACCOUNT IS NOW CLOSED. 7/01 /2009 thru 7/31 /2009 Date Number Amount posted Gates Amounf ti 4~. ,_ z z z L 6 C C C C WACHOVIA BANK, N.A. , CAMP HILL Wage 1 0{ 2 MEMBERS 1ST FEDF,RAL CREDIT UNION . P.O. BOX 40 . MECHANICSBURG, PENNSYLVANIA 17055 NO. 00004'rJO7 Acct: XXXXXXX833 Teller: 0521 Date: 08/15/09Time: 11:39am -------------------------------------- See receipt for reference Check Number; 00 0000450718 Purpose . Amount $1,485.41 Pay to THE ESTATE OF RICHARD P GLEASON C/0 DARRAH L GLEASON PO BOX 4421 GREENWICH CT 06831 STATE FARM FIRE AND CASUALTY COMPANY 100 State Farm Place Ballston Spa, NY 12020-8000 0159 P-13- 3540-F378 GLEASON, RICHARD P 3528 SEPTEMBER DR APT 5 CAMP HILL PA 17011-5067 Dear Policyholder. F H ACKNOWLEDGMENT OF CANCELLATION REQUEST Renters Policy POLICY NUMBER: 38-K,J-8280-4 DATE CANCELED: AUG 12 2009 RETURN PREMIUM: $35.92 TO: ^X INSURED ^ MORTGAGEE ^ OTHER As requested, this policy has been canceled effective 12:01 a.m. (or the time which is required by state law) as of the Date Canceled shown above. We thank you for giving us the opportunity to provide this insurance. Location: Same as Mailing Address Agent: DIANA CHINE-HELWIG Telephone: (717) 533-8613 DATE PROCESSED ~2n ~z~ o4oi zoos (otn273a> AU6 13 2009 0007 0000033181 Date , Invoice Number Invoice Description Net Amount 08/25/09 B020-8904408252009 MEMBER DECEASED RICHARD P 35.00 B020-89044 Use your AA membership in ways ou may not expect at fine establishments. I I AA offers discounts on Entertain ent, Shopping at Ioca1 and national attractions, movie tickets, tray 1 accessories, luggage, trav 1 guides and more! Vi it your local AAA office or visit AAA.com Totals 35.00 i ___..~~___.~.~._. ._~__~ ,~ -~~~-~~~. ~ ~~~,~~~~~.a. ~_~___ ~, ~w~_. __._-_.. >>_~ ~ ,~ ; Via: ~~~~~~A~~~.®~ _;~~ ~. v _ ~ . _ .,. G~.'rrrn 1V~~utn l,iFe 1;aeR,~~ce Corm.+~.~~ j~ ;;fit, Farn,iu~ 5ueet ~~ Onril~a,'~F. Ei~Sl~ ~ MUTUdl~~71I1dH0 ~4U_' 4_' -C00 muhralnfiimnh,LCrnn RICHARD GLEASON EST C/0 DARRAH GLEASON PO BOX 4421 GREENWICH CT 06831 O~On CHECK N0. CHECK DATE PAYEE N0. PAYEE NAME I CHECK AMUUN! 0009639118 04/05/2010 0000000009 RICHARD GLEASON EST ! $333.09 ~ DESCRIPTION VOUCHER AMOUNT 702197-99 RICHARD GLEASON EST PO DECEASED 00113708 ~ 333.09 v~ i L r '~ ?S4N~S Estate of Richard P Gleason Neil R Gleason, Executor 465 Broadway Apt 6F Hastings on Hudson, NY 10706 STATE FARM BANK, F.S.B. P.O. BOX 2316 BLOOMINGTON9 IL 61702 ACCOUNT NUMBER: 1020068034 PAYEE: Estate of Richard P Gleason Neil R Gleason, Executor 465 Broadway Apt 6F Hastings on Hudson, NY 10706 REMARKS: 1020068034 CHECK NUMBER: 1000833593 DATE TOTAL 02/24/2010 $3,585.79 usa-s9as Printed in U.S.A. Rev. 10-31-2005 Please keep for your records. .., , . x, ~~ pennsylvania DEPARTMENT OF RFVF~NUE INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER _ l2 ~ ~ I ~i ~ ~~_~ ~ ~ +~ ~kS O iU --- -___.... _------- Decedent's debts must be reported on Schedule I. ITEM _ NUMBER DESCRIPTION Ah10UfvT_ A,. FUNERAL EXPENSES: .. +^'~y,~;25-rt~i2N~IZF-~rn+~~A~f'lo,~,~~~ivc. -LtC>~rtiA~kx-.~ ST:Co~r+Pl'~ICC..,~1-tr~7or( ~~v~L.c~C~ 2 f~l ~;CSr+~7 ~EM~E'i ~-K-7 CuNc~~}n.~-( t~.C~. ~3on ~~F.SS I`(rt-~SrtEy, P(-~ I7G:3S i ~(SU . c:» B. ADMINISTRATIVE COSTS: _, Personal Representative Commissions: Name(s) of Personal Representative(s) _ _ __ Street Address City _ State __. ZIP _ Years} Commission Paid: _ __ ___ 2. Attorney Fees: 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 Fees: 6. Tax Return Preparer Fees: 7 TOTAL (Also enter on Line 9, Recapitulation} $ i (I GS Z ,O O If more space is needed, use additional sheets of paper of the same size. Hershey Cemetery 7~ti6 lnde~ure made the 12`h day of June , in the year two thousand and nine between HERSHEY CEMETERY COMPANY, a Pennsylvania nonprofit corporation, party ofthe first part and Neil Gleason 504 E. 63rd St., Apt. 170 New York, NY 10065 hereinafter designated as party of the second part, WITNESSETH, 'That HERSHEY CEMETERY COMPANY for and in consideration ofthe sum of one thousand eighri seven and 50/100 ($1087.50) Dollars paid by the party ofthe second part at the time ofthe execution hereof, the receipt whereof is hereby acknowledged, by these presents does grant, bargain and sell unto the party ofthe second part and to his heirs, executors, administrators, the full and the exclusive right of Interment as hereinafter stated of deceased persons in, and for the purpose the exclusive use and occupation of, a certain burial lot in HERSHEY CEMETERY, situated in Deny Township, in the County of Dauphin, Pennsylvania, as located on the plans of the Cemetery, filed and kept in the office ofthe Corporation, and designated thereon as Southwest Quarter Lot No. 128 in Section G CONTAINING one hundred (100) (2 rg aye spaces) square feet, more or less; TOGETHER with all and singular the rights, privileges, and appurtenances thereto belonging or in any wise appertaining: TO HAVE AND TO HOLD the same unto the party ofthe second part and to his heirs, executors, administrators for their sole and exclusive use forever, for interment only, as hereinafter stated, and for no other use or purpose whatsoever; subject to the provisions of the Acts of Assembly of the State of Pennsylvania, the Charter and By-Laws of the Corporation, as the same now are or hereafter may be, and the rules and regulations that have been or may from time to time be adopted by the party ofthe first part in regard to the use ofthe lot and for the regulation and government ofthe Cemetery. The rights and privileges hereby granted or any part thereof shall not at any time be assigned by the party of the second part. his heirs, executors or administrators, without the permission in writing ofthe party ofthe first part, or its successors, first obtained (which shall be evidenced only by a deed executed by the party ofthe first part in substitution of this deed which shall be surrendered to the party ofthe first part and canceled), but the same are limited to and for the party ofthe second part, his heirs and the members of their family acid friends, without any payment, advantage or profit whatever to them, or any of them, so that there may be freely interred in such lot only the bodies of all such persons as may be proper subject to the provisions stated; if the party of the second par[, his heirs, executors or administrators, or any of them, shall at any time, contrary to the intent and meaning hereof, assign the rights and privileges hereby granted, or any part or portion thereof, without the permission in writing ofthe party of the first part, or its successors, or shall receive any payment, advantage or profit whatever for the use ofthe burial lot, or any part thereof, then this grant and all rights and incidents thereto shall cease and become null, void and of no effect whatever. The party ofthe second part for his heirs, executors, administrators and assigns, accepts this deed subject to all the terms, provisions and conditions thereof, assents thereto, and does hereby covenant to and with the party ofthe first part, its successors and assigns, to observe, respect, and comply with them. HERSHEY CEMETERY COMPANY acknowledges the receipt of the sum of three hundred sixty two and 50/l00 362.50 Dollars as a contribution by the party of the second part to a perpetual maintenance and improvements fund for the benefit ofthe entire Cemetery. HERSHEY CEMETERY COMPANY does hereby covenant to and with the party of the second part and his heirs, executors and administrators: (a) it will forever Warrant forever and Defend the right of interment in the burial lot described herein for the quiet and peaceable use and occupation ofthe party ofthe second part; (b) that it will at all times hereafter maintain the lot in good order and condition, and, as often as shall be necessary, cause the grass thereon to be cut, and the trees and shrubbery to be trimmed, provided however, that this covenant shall not be held to include the renewal, rebuilding, painting or repairing of any structure on the lot; and (c) that it will forthwith set apart the aforesaid sum of three hundred sixty two and 50/100 ($362.50) Dollars, so as to form with other sums contributed in like manner a separate trust fund to be invested, the income arising therefrom to be applied under the direction of HERSHEY CEMETERY COMPANY to the perpetual care and preservation of all the grounds and repair and renewal ofthe buildings and property ofthe Cemetery. The party ofthe first part does hereby constitute and appoint Vincent B. Rudisill to be its attorney, for it and in its name, and as and for its corporate act and deed to acknowledge this Indenture before any person having authority by the laws ofthe Commonwealth of Pennsylvania to take such acknowledgment, to the intent that the same may be duly recorded. IN WITNESS WHEREOF, HERSHEY CEMETERY COMPANY, party ofthe first part hereto, has caused its corporate seal to be hereunto affixed, duly attested, the day and year first above written. .:. ATTEST:, HERSHEY CEMETERY COMPANY ' ;' ~ _ ~ ~ ' _- '~f, , ~ "; ~~ ~J Y Secretary Presi ent - _ ,°_ '~llilT~P~~(!'il~. yr ,,.,,1tli ~, litf_~~. i 1903 MARKET STREET CAMP HILL. PENNSYLVANIA 17011 717-737-9961 June 24, 2009 Neil R. Gleason, MO 504 Eastf~3rd Street, Apt. ]_7®0 New fork NY 10065 ~~ `~~ Services for Richard P. Gleason ~ - ~`? .;line 13 ; 2009 Charges for Services Selected $ 4,590.00 I'r_ofessional Services iJse of Facilities Automotive Eciuipment Charges f or Merchandise Selected Casket $ 3,500.00 Vault 1,080.00 Cash Advanced Newspaper Notice/Local M<~ss Offering Certified Copies Organist soloist Altar servers Total due within thirty days, please: $ 197.00 125.00 120.00 100.00 75.00 1500 RDRC R'S 4t Id ~1RV"P'.R Sl i CRS ISCR ~13ST["r R SAh F.R FUN 6ri •AL ~;1RFcTOR $ 4, 58C. ~?0 $ 632.Ov $ 9, 8~~i~ i~ Pennsylvania SCHEDULE I QEPA4tiMFNT of RFVFNISF DEBTS OF DECEDENT, SNrFr<;TaNCE Tax rzETU~N MORTGAGE LIABILITIES & LIENS RESSGFNT DECEDENT -- ESTATE OF FILE NUMBER Reeort debts ineurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. ~~omcast. Contact us: www.comcast.com 1-800-COMCAST RICHARD GLEASON i=or service at: 352$ SEPTEMBER DR APT 5 CAMP HILL PA 1 701 1-5067 dews from Comcast ~1ve regret losing you as one of our subscribers. Our records indicate that the final balance shown above is now due. Your prompt payment is appreciated. Any outstanding equipment must be returned to our office within 7 days. Please call us at 1-800-COMCAST any time should you wish to reconnect your service. Account Number Billing Date Unpaid Balance New Charges Total Amount Due __ _.. ___ 09547 219553-017 09/07109 $119.88 -Due Now $35.00 -Due 10/01109 b 154.88 Page 1 of 2 __ Previous Balance Payments -received by 09/07/09 Unpaid Balance -Due Now New Charges -Due by 10/01/09 see below for more information Total Aimount Due Other Charges & Credits Total New Charges 11'0.88 0.00 119.88 35.00 $154.88 35.00 =_ $35.00 D ~'°~ ~' 3 ~ ~~ j ~ ~ ~ ~ ~ ~ {~~ ~ ~ ~ e i d~ n _. ~°-,,3 ~'~,~' _-®-~ Cc7/~11•c7/> vtrww.capi~af+one~c~r~ what°s in your wallet? FINANCE Previous Balance Payments & Credits CHARGE Transactions New Balance i~ai~t~_- ~~~~,~ Due Date - -- $571.88 ~ - j $0.00 ~ + ~ $0.00 ~+~ $0.00 ~_ ~ $571.88_. ~ ~_ - ~~ ~rl ~ Aug_ 26; 2009 ~ -J ` F n m m 0 Jul. 02, 2009 -Aug. 01, 2009 ~ Visa Platinum Account 43os-7sao-s~s~-1ss5 ~ Your Account Information ~/No/ia~sk REWARDS I TOTAL CREDIT LINE $7,500.00 TOTAL AVAILABLE CREDIT $6,928.12 CREDIT LINE FOR CASH $7,500.00 AVAILABLE CREDIT FOR GASH $6,928.12 (Finance Charges (Please see reverse for important information) Balance rate Periodic Corresponding FINANCE applied to rate APR CHARGE Purchases $0.00 Q08055% Q 29.40% $0.00 1 Cash $0 00 0.08055°!° D 29.40% $0 d0 ANNUAL PERCENTAGE RATE applied this period: 0.00% Q At Your Service - Go to w>nnrr capitabne.com to manage your account, or Call: 1-800-903-3637 to report a bst or stolen card or speak to Customer Relatans Pay Online at www.caoitabne com or mail your payment to: Capital One Bank (USA), N A • P 0 Box 71083 • Charbtte, NC 28272-1083 Send Inquiries to: Capital One• P.^v Box 30285 • Satt Lake Gty UT 8, d1 00285 4 Manage your Rewards online by visiting ~`i+ ~~~nitabne com/tx~intc --wards or Call: 1-800-228-3001 ® Have a question about a charge on your statement? Please refer 1o the Billing Rights Summary on the back of your statement or visit www-capitalone.comldisautes Page 1 of 1 ~~~~.P ::eh?'3d'•^,yf t=Al~ paymentT,. ! ~~ 'aik. yt j~•3'^"e hr0.tl'3~ a ... -. ~.. `r.5 ~'~.. ~.:~~ -_ _. "@`.Br' nL.'iT! r.y"."s'' ' - ;i4'i? v~ra^i t3 rwet~. ~ e{'S eP aJri4 i+9y°t';32r _ , Rewards Summary Previous available balance: 7,251 Earned this period: 0 (reflects transactions posted during this biting cycb) Available Balance- ?,25? Payments, Credits_8~Adjustments_ _____ Under terms previously disclosed to you, some or all of your Annual Percentage Rates (APRs) 'nave been increased since your account was past due twice in the past 12 billing cycles. If your rates have already increased, subsequent delinquencies extended the duration of the increased rates. Remember If we receive your minimum monthly payment on time for 12 consecutive billing cycles, this account wll be reviewed for a possible return to your Non-Introductory APR. i ~ , G ~'I ~; ~ _ PLEASE RETURN PORTION BELOW WITH PAYMENT OR LOG ON TO WWW.CAPITALONECOM TO MAKE-YOUR PAYMENT ONLINE. ,~~ `" Manage Your Account Phone Number Account Number BiAing Date ~- ~/ef', ~ ~ My Account at verizon.com/billview 717-612-9565 7t7 612' 9565 386 03Y 9/8/2009 Verizon News We Want You to Stay With Us Before you leave Verizon, what can we do for ,you? We appreciate being your provider, and hope to keep you longer by improving your Verizon experience. Please call us at 1-888-747-4911 so we may show you some different ways Verizon can save you money, bring you better value and keep you connected. ~ Verizon Makes Moving Easy We can setup N, Internet & phone svcs for ~ your new address in no time w/just one call. I We'li help you find the right bundle of svcs for the right price & any budget. Call 1-888-747-4922 & let Verizon make your new house feel like home. Service availability varies. Quick Bill Summary for RICHARD GLEASON Previous Balance $100.13 No Payment Received $.00 Balance Forward $100.13 New Charges Total New Charges $.00 Total Amount Due -Please Pay Now $100.13 Revised Final Bill Pay your bill online at Yerizon.com/payfinalbill To avoid referral to an outside collection agency, the full amount is due upon receipt. (~` ~~ ~~~ ~~~ ~ ~ ~ ~~~ ~ ~ ~~s~ ~~"~~ 4 ~~~° , ~ ~1 ~ , ~` :~ w Direct Payment Enrollment I Online Billing & Payment i Questions about your bill? verizon.com/billpay verizon.com/billview j verizon.com or 1-800-VERIZON (1-800-837-4966) ~ r , ~ t. r'~ ~ -~ ~ _ _ .:l __`_~ i-- -~ - ~-~ _i ~- J ~~ RICHARD P. GLEASON .~~ C-~ f.~? \~ -t,. , I y RICIN.ART1 p. GLEAGOu. residing at 351 pemheruri ck Road, Unit 101, Greenwich, Connecticut 06831, do hereby make, publish and declare this as and for my Last Will r and Testament, hereby revoking all Wills and Codicils 3 :~ •`a heretofore made by me. `+:3 `, `~ •\ ^F; .,r ••..,~, FIRST: I direct that all my just debts and funeral ~_l,, `~~-`;,~•~y\ ~ and administration expenses be paid as soon after my death ~a -a as may be convenient, and that any estate and inheritance ;~; '. taxes payable on my taxable estate shall not be appor- e. ~~' tioned, but shall be paid as an administration expense out of my residuary estate. SECOND: I give and bequeath all of my tangible property, including without limitation, all of my personal effects, clothing, jewelry, household furniture and furnishings, and automobile, together with any policies of insurance applicable thereto in effect at the time of my r death (including any prepaid premiums thereon) to my daughter and son DARRAH GLEASON and NEIL GLEASON or the survivor of them to be divided between them as they may agree, or failing agreement for any reason whatsoever, then as nearly as possible in equal shares in such manner as my Executor shall determine. It is my wish that in dividing and distributing such property my Executor be guided by the provisions of any memoranda which I may leave with respect to the distribution of such personal property. A11 exoense4 incurred r, j~ r,v Exac~''~or d~.:i i, ''~' e 1 Y' y administration of my estate in storing, packing, shipping, "`,~ delivering or insuring any article of tangible personal ~,~~~, property bequeathed by any provision of my residuary. ~;,~-_ estate and treated as an expense of administration. *~ THIRD: I give, devise and bequeath all of my right, ~~ title and interest to the real property together with all ~~_ _,, _il ~-,~'~ . appurtenances and improvements thereon located at and „--, w known as Unit 101, 351 Pemberwick Road, Greenwich, Connecticut 06831 to be held as tenants common as follows: A. Fifty (50%) percent interest therein to my daughter, DARRAH GLEASON. B. Fifty (50%) percent interest therein to my son ~ r+TT r nr .-,n~v .T _~l~ z~.S~;:~ca ZiV tv .. FOURTH: All of the rest, residue, and remainder of my property and estate, both real and personal, of whatsoever nature and wheresoever situate, of which I die seized or possessed, or to which I may be entitled in any manner at any time, (including any and all property over which I shall have any power of testamentary disposition or appointment), I give, devise and bequeath absolutely and forever, equally to my daughter and son, DARRAH GLEASON and NEIL GLEASON, if they shall survive me. In the event however, that either of them shall survive have predeceased me, the share of the one so dvinq shall pass to ~--i~eir then livi ^~ i ss~~.e, re:~ stirpes. In the further event that either of W them shall have predeceased me without issue, '~-,.~'~~ then the share of the one so dying shall pass to the y, \. J.:.. .. -- survivor of them, per stirpes. FIFTH: I hereby nominate, constitute and appoint my .~~-.y daughter, DARRAH GLEASON and, my son NEIL GLEASON to be ., `-\° the Co-Executors of this my Last Will and Testament. I hereby direct that no bond or other security shall be required in any jurisdiction of any of the executors under this my Last Will and Testament, to secure the faithful performance of my said executors duties as such. SIXTH: In addition to such other powers as executors ;~s.,~ r~nccacc by law, i Litr~riz,e .~.?~d eIt?"j~~:i~v2r Tiiy Cxecutor LO retain, sell, exchange, and invest in any corporate stocks, bonds, common trust fund, or other property, real or personal, whether or not the same shall be legal invest- ~~, ments for fiduciaries, and without any obligation of diversification; to borrow money from any source and to pledge assets of my estate as security for the repayment thereof; to make any payments, distributions, or division required by my Will, wholly or partly in kind, and for that purpose to determine the value of the property so distri-° buted or divided in kind; and to sell publicly or privately for cash or on credit, at public or private sale, mortgage, exchange or lease for any period of time; without retard to restrictions or the approval of any court, or upon such ' other terms and conditions as my executor shall deem best, ~ ~ -. ~; any real or personal property belonging to my estate,. and .` ., ~ fA,~ to make proper delivery, assignment and conveyance incident _, to such sale; to determine whether to claim deductions "'"~ .: ~~ available to me or to my estate on Estate Tax or on Income : _ ~~ --~ Tax returns, and to determine the date upon which to value my estate for Estate Tax purposes. To settle their account either judicially or non- judicially by fully utilizing the doctrine of virtual representation as provided in New York's Surrogates Court procedure Act Section 315 or any other legislation which authorizes such a procedure. Where a party ro a:~?y proceeding in connection with my estate or any trust created hereunder has the same interest as a person under a disability it shall not be necessary to serve that person .: under a disability or to obtain written consent or non- judicial release and discharge on behalf of such person(sj who are under a disability. SEVENTH: If any part of my property and estate shall vest in absolute ownership in a minor, I authorize and empower my executors to hold the property so vested in such minor, either in kind or in a separate fund, or both, for the benefit of such minor, and to hold, invest, and re-invest such properties, and to keep the same invested, ~ to receive the income therefrom, to apply so much of the ~~ income and of the principal to the care, support, main- ,'f,~, ., ; tenance, and education of such minor as my executors, in ` ~~• ~, their uncontrolled discretion, shall deem appropriate, ~. '--~ and to this end I authorize and direct my executors to .~ '°~°~:' ,~ make such payments, (a) to the guardian or guardians of ~._.~-=;:.. said minor, (b) to the person with whom said minor may reside, (c) to a Custodain duly appointed under the Uniform Gifts to Minor Act, (d) to any other proper person or persons for the use and benefit of such minor of such minor, or (e) in a proper case, during the latter years of minority, to the minor directly, all without account- ability for the application or use of such payments. In exercising their discretion as to payments of income, my executors need not consider the income of such miner from other sources, but they shall consider such other income before making payments from principal; and I further authorize and empower my executors to accumulate the excess of said income, if any, and to add it to principal periodically, at least annually, until the said minor shall attain the age of eighteen, at which time all accumulated and unexpended income and the funds and other properties on hand shall be transferred and paid over to the said minor. If such minor shall die before attaining the age of eighteen, at which time all accumulated and. unexpended s income and the funds and other properties on hand shall be transferred and paid over to the said minor. If such ,., ,.f_; minor shall die before attaining the age of eighteen, such ,,r ~` .~ income and properties shall be paid over to the estate of such minor. The authority hereby conferred upon my ,~ - executors by this Article SIXTH of this my Will shall be ,_,.,_ construed as a power during minority to manage property vested in an infant, and shall not operate to suspend or prevent the absolute vesting of any property, in any such minor. With respect to any such property, my executors shall have all of the powers conferred on executors and trustees by law and by the provisions of this my Will, including without limitation, the power t~:, invest and re-invest, both as to principal and accumulated income, without being limited to investments authorized by law for trust funds; and the donees of such power during the .~,::<-. period of minority shall be entitled to the same compen- sation as is allowed by statute to a testamentary trustee. for the purposes of this paragraph, the term "minor" shall mean a person under the age of eighteen years. EIGHTH: Whenever necessary or appropriate, the use of any gender shall be deemed to include the other genders and use herein of either the singular or the plural shall be deemed to include the other. I~! ;^JI~i~IvLSS WriEREOF, I have hereunto set my hand and seal to this my Last Will and Testament ' --, ,..-~ this 1~~;~ + day of ~ t?.~c:,-,~- 1991. .;~ ~~~~ J i r Signed, sealed, published, and declared by RICHARD P. GLEASON, the testator herein, in the presence of us and of each of us, as and for his Last Will and Testament, and we thereupon, at his request and in his presence, and in the presence of each other, have here- ' unto subscribed our names as witnesses on the ',day and ~e~ar last above written. t ` ~, ~_ Lt ~ ~ ~ ~ _~.~,` ~ ,- ~_ ti -~•esiding at - ~ - . - . ._ ._ _ ,. ,~ ~ ~ - . ~.~ -, - ~_.~~. ~,.,. ~~ ~~,. ~ residing at ',~~~, °• - `~ " ~~~ ~ ice„ ~ -_~ W x xF ~w ~ ~o 0 x ~ z x~ v~w~'~~M W ~~ZQ o o ~aS~~ o Q CW70~Ca>~ N o ~va~~v°~,~ ti a,W~Qj,W `~ ° w,.a~V °~ H W ~ r, ~ 'y~ W v ¢~o, AGG~~"v H ~ Uv ZF ~ w ~, z a ~ ~ ~ ~ ~ ~ ~~W ~ W a w F _- .. '~ (,W(;~~ ~ M LP1 # ~ a ~ ~ Ca O~ r '~'{ ~.3 ez~oZOOOOO ~ tit ~, Q. N Q ^ ^ ~~~ / \... •. ~ ~ ~.. ;>~ J `r". ~ ~ ~ ~ ~~ ;:,~.. ~ c :: ~-: f crr ~~ cu - O ~- ~ ~ ,. ~ .~. ~~. ~ r.,, ,~ ~ ,.. ~ ~ ~ ~~ ~: i N '~ _ ~~ _ .. .. t .. ~. - - ~ ,. ..~. 5 {-+ `• - ~ ., ..