HomeMy WebLinkAbout11-14-11 (2)
REV-1500 Ex (D,_,D,
PA Departmegt of ReJehue Pennsylvania
Bureau of Individual Taxes OEVARTMENT OF NEVENUE
PO BOX.2806451 INH
Harrisburg, Pa 17128-0601 F
1505610143
OFFICIAL USE ONLY '
County Code Year File Number
'ANCE TAX RETURN 21 11 0298
)ENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
190 18 1843 02 20 2011
Decedent's Last Name
EVANS
Date of Birth
02 20 1925
Suffix Decedent's First Name
GLENN
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
C
MI
FILL INAPPROPRIATE OVALS BELOW
1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
^ 4
Limited Estate
F
t
I pnorto 12-13-82)
. ^ qa,
u
ure
nterest Comppromise
(date of death after 12-,2-82)
^ 5. Federal Estate Tax Return Re uved
q
g. Decedent Died Testate
(Attach Copy of Wiu)
^ ~ Decade Main ned a Living Trust
(Attach ~opy or(il
rust)
8. 'T'otal Number of Safe Deposit Boxes
9. Litigation Proceeds Received ^ C
10. b9tween 14v31 ~1 a d~t~1 95~ death ^ 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
Name :
Daytime Telephone Number
JOHN R ELLIOTT 717 846 8811
First line of address
117 EAST MARKET STREET
Second line of address
City or Post Office State ZIP Code
YORK PA 17401
REGISTER OF YVSLLS USE OISL~'
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Correspondent's a-mail address:
Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true rrect and complete. DeGardtion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG E OF PERSON R O BL ILI N
DATE
Bever) Jane Evans Blatchford ~ ~ _
A RESS
sus ~arvwe ur ve Millin ton MD 21651
SIGNA RE O P P R OTHER THANi REPRESENTATIVE
DATE
John R. Elliott ~ I , L O _ C
ADOR s
11 ast Market Street, York, PA 17401
Side 1
L 1505610143 1505610143
J 1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: EVan$, Glenn Calvin 190 18 1843
RECAPITULATION
1. Rea4 Estate (Schedule A) ....................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. 2. 16, 077.24
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4.
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 2 , 4 64.7 6 '
7. Inter-Vivos Transfers & Miscellaneous t~nq-Probate Property
(Schedule G) u Separate Billing Requested............ 7. 42 6 , O42 . 7 8
8. Total Gross Assets (tot81 Lines 1-7) ..................................................................... 8. 444 , 584.78
9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 3 , 871.7 9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 2 4 , 191.7 7
11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 2 8 , O 63.5 6
12. Net Value of Estate (Lin$ 8 minus Line 11) .......................................................... 12. 416 , 521.2 2
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not teen made (Schedule J) ............................................... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. 416 , 521.22
TAX COMPUTATION -SEE IWSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 15. 0 , 0 Q
16. Amount of Line 14 taxable
at linealratex .045 416,521.22 1s. 1,8,743.45
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 18. 0, 0 0
19. Tax Due .................................................................................................................. 19. 18 , 7 4 3.4 5
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243
REV-1500 EX Page 3
D~dent's Complete Address:
File Number 21-11-0298
DECEDENT'S NAME
Evans, Glenn Calvin
STREET ADDRESS
824 Lisburn Road
CITY STATE ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
17,100:00
900.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check tyox 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.
Check Pa able to: REGISTER OF WILLS- AGENT.
(1)
18,743.45
18,000.00
743.45
Total Credits (A + B) (2)
(3)
(4)
(5)
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 qr income of the property transferred :............................................................................... ^ a
b. retain the nght iro designate who shall use the property transferred or its income :.................................. ~ x
d. rece ve thee ro'bnary interest; or ............................................................................................................... x
p raise for life of either payments, benefits or care? ............................................................ ^ x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .......................................................................................... ^ ^
.......................... x
3. Did decedent own an °in trust for" or payable upon death bank account or security at his or her death?....... ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property wf~ich
contains a beneficiary designation? ......:..................................................... ^ O
IF THE ANSWER TO ANY OF THE ABIJVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,A 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)].
For dates of death on or after January 1,i 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 statutes 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.
Fordates of death on ar after July 1, 2000:
• The tax rate imposed on the net valuQ of transfers from a deceased child 21 years of age or younger at death i:o or for the use of a natural parent, an
adoptive parent, or a stepparent of th$ child is 0 percent [72 P.S. §9116 (a) (1.2)],
. The tax rate imposed on the net valu 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 (~) (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 defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption..
Rev-1503 EX+ (6-96)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
Evans, Glenn Calvin 21-11-0298
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
in more space is neeaeD, aoDltlonal pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-1509 EX+ (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENr
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Evans, Glenn Calvin 21=11-0298
If an asset was made joint within one year of the decedent's date of death, it must be reported an schedule G.
SURVIVING .IOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Beverly E. Blatchford 303 Carville Drive Daughter
Millington, MD 21651
B.
C.
JOINTLY OWNED PROPERTY:
ITEM
NUMBER
LETTER
FOR JOIN
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 DE,4TH
VALUE OF AS:iE % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1 A 08/28/1964 M&T Bank -Checking Account No. 31388841 1,464.19 50.000°/a 732.10
2 A 07124/19981 Sovereign Bank -Checking Account No. 3,220.40 50.000% 1,610.20
0771034865
3 A 01128H 991 Sovereign Bank -Savings Bank Account No. 244.92 50.000% 122.46
0774040133
TOTAL (Also enter on Line 6, Recapitulation) I 2,464.76
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only Ttte Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98)
Rev-1510 EX+ (6-98) '
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE. PROPERTY
ESTATE OF FILE NUMBER
Evans, Glenn Calvin 21-11-0298
---._._ ..... __a ._ ..................~~,... ..~.~~~~.~.,-.,,w ,,vv~rcantti ~s yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
HE DATE OF TRANSFER.SATTACFI A CO YEOF TIRE DEED FOOREREAL ESTATE. DATE OF DEATH
VALUE OF ASSET %OF DECD'S
INTEREST
(~ EXPLICABLE)
T~UEE
1 Transition Planning Associates -National Western 366,427.08 366
427
08
Life Annuity ,
.
Glenn C. Evans Irrevocable Family Trust established
912010
2 Transition Planning Associates -Bond Fund 59
615
70
Glenn C. Evans Irrevocable Family Trust established ,
. 59,615.70
9/2010
TOTAL (Also enter an Line 7, Recapitulation) I 426,042.78
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only Thee Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98)
REV-1151 EX+ (10-06~
COMINOHERwT LNCE~FAXRETURLNANIA
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Evans, Glenn'Calvin 21-11-0298
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached
1,625.29
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(sl Commission paid
2. Attorney's Fees Anstine 8c Sparler 2,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 181.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Cgsts 65.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 3,871.79
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06)
SCI~LEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Evans, Glenn Calvin 21-11-0298
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Ex eg! nses
1 Auer Crematory Services 494.72
2 Beverly Blatchford » reimbursement for funeral expenses 403.63
3 Memorial Luncheon 244 32
4 Rolla Lehman -organist for memorial service 100.00
5 Royers Florist -flowers for funeral 382.62
H-A 1,625.29
Other Administrative Costs
6 Anstine & Sparler -notary fee 5.00
7 Miscellaneous admihistrative expenses: photocopies, long distance telephone calls, 25.00
facsimiles, etc.
8 Register of Wills -filing fee to file PA 1500 15.00
9 Sovereign Bank -fee for date of death letter 20.00
H-B7 65.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule H (Rev. 6-98)
Rev-1512 EX+ (12-0ep
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FILE NUMBER
21-11-0298
Report debts incurred by She decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1 Comptroller of Maryland -trust tax
14.81
2 Internal Revenue Service - income tax
19,713.09
3 PA Dept of Revenue -income taxes
4,066.68
4 PA Dept of Revenue -tax penalty for underestimating PA income taxes
8710
5 Rehabcare Group East -medical services
278 77
6 United States Treaswry -trust income tax
31.32
TOTAL (Also enter on Line 10, Recapitulation) I 24,191.77
(If more space is needed, additional pages of the same size)
Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08)
REV-1513 EX+ 111-OS)
COMMONEWEALT~OF PENNSYLVANIA
IN RESIITDAEN DEACXERDENViRN
ESTATE OF
r-.._~_ i.~---
SCHEDULE J
BENEFICIARIES
~ ~~~ nv~noGR
`-' °"°, """" "~.' ~"' ~ 21-11-0 298
NUMBER
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO
DECEDENT
SHARE OF ESTATE
AMOUNT OF ESTATE
Do of Li t T stee s (Words) ($$$)
I_ TAXABLE DISTRIBU IONS [include outright spousal
distributions, and transfers
under Sec. 9116 a 1.2
Beverly E. Blatchford Daughter residue of estate
303 Carville Drive
Millington, MD 21'651
Total
Enter dollar amounts f r distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet, as a r o riate.
II NON-TAXABLE DIS IBUTIONS:
. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX NS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTA L OF PART u - ENTPr,`2 Tnrai AI(lPl_TAYARI C IIICTDIQI ITI/1410 l1A1 1 I-~C ~ n ~r nr~ i
Copyright (c) 2009 form sgflware only The Lackner Group, Inc. _ Form PA-1500 Schedule J (Rev. 11-OS)
WILL OF GLENN CALVIN EVANS
I, Glenn Calvin Evans, of New Cumberland in Cumberland'. County,
Pennsylvania, declare this to be my will, and I revoke all other wills and
codicils.
:I. EXECUTORS
A. I appaint my daughter, Beverly Jane Evans Blatchford, to serve
as the executor of my estate. If my daughter should fail or cease to serve,
I appoint Courtwright Hawley Blatchford and Sidney Reed Thompson to
serve together as the executors of my estate.
B. No executor shall be required to file bond or enter security in any
jurisdiction.
II. PERSONAL EFFECTS
I give all of my jewelry, clothing, books, photographs,, furniture and
furnishings, appliances, and other personal and household items, together
with all policies insuring those items, to my daughter, Beverly Jane Evans
Blatchford, if she survives me by thirty days. If my daughter does not so
survive me, I give all those items to my son-in-law, Courtwright Hawley
Blatchford.
III. RESIDUARY ESTATE
I give all the rest of my estate to my daughter, Beverly Jane Evans
Blatchford, if she survives me by thirty days. If my daughter does not so
survive me, I give all the rest to my son-in-law, Courtwrigt-it Hawley
Blatchford.
V. PROTECTxVE PROVISION
Until actual distribution to a beneficiary, no income cr principal, or
any interest in any income or principal, may be sold, assigned, pledged, or
otherwise disposed of in any way by the beneficiary, and no income or
principal shall be subject to any attachment or other interference by any
legal or equitable procedure.
VI. TAXES
My executors shall pay from my residuary estate all death taxes payable
by reason of my death with respect to all property and interests passing
under my will. To the fullest extent allowable by law or any governing
instrument, my executors shall recover from any property or .interest passing
outside of my will all other death taxes which my executors may be required
to pay by reason of my death.
VII. POWERS'OF EXECUTORS
In addition to the powers given to them by law or by other provisions_~bf
my will, my executors shall have the following powers, which theyC~ay -~- _
exercise as often as they consider advisable, and until final dis _.~~.~utionz- '~ `~;
without having tolseek or obtain approval from any court: '~-' ti ~-=
a t. °-i
WILL OF GLENN C. EVANS, PAGE 2 `'
A. To retain any property comprising a part of my estate, and to retain and
to invest in a1T forms of real and personal property, regardless of (1) any
limitations imposed by law on investments by executors, (2} any principle of
law concerning delegation of investment responsibility, and (3) any principle
of law concerning investment diversification.
B. To sell at public or private sale, to grant options on, to
exchange, or otherwise to dispose of any property.
C;. To repair, alter, subdivide, or improve any property.
U. To compromise, or submit to arbitration, any claims, including any
arising as a result of my death.
E. To renew, br to extend the time for the debtor to pay, any
obligation.
IN WITNESS WHEREOF, I have set my hand on April 20,200'x.
Tenn Calvin Evans
In our presence, Glenn Calvin Evans signed this instrument and
declared it to be his will, and we, at his request, in his presence, and in
the presence of each other, have signed it as witnesses.
'~ ~ 1 ~ 0 ~ ~w~v~be~lahcl
ame Address
l ~ tt c~ 1~
Name ~~ ~ ~` ` ~' C~'`'" ~~ ~\cl~ l~r .l.' ,.~c~~ 1~,~„~~.
Address
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
. SS.
COUNTY OF CUMBERLAND
I, Glenn Calvin Evans, the testator, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed the
instrument as my last will; that I signed it willingly; and •that I signed it
as my free and voluntary act for the purposes therein expressed.
Glenn Calvin ~a~'is
- __
. COMMONWEALTH OF PENNSYLVANIA`
Notarial Seal
Kelly Drake, Notary Public
WILL OF GLENN C. EVANS, PAGE 3 FairviawTwp.,YorkCounty
CorrwrAssbn Expires Feb. 18, 2013
, aitnlylvaMa Association of Notaries
Sworn or affirmed to and acknowledged before me by Glenn Calvin Evans,
the testator, this Z~ day of _, 2009.
(SEAL}
Notary Pu tic
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
. SS.
COUNTY OF CUMBERLAND:
We, ~1ea~y~~ ~ \ ~~1 G71m. ~ ar_d , the
witnesses whose names are signed to the attached or forego' g instrument,
being duly qualified according to law, do depose and say that we were present
and saw the testator sign and execute the instrument as his last will; that
he signed willingly and that he executed it as his free and voluntary act for
the purposes therein expressed; that each of us in the hearing and sight of
the testator sighed the will as witnesses; and that to the :best of our
knowledge the testator was at the time 18 or more years of age, of sound mind
and under no constraint or undue influence.
r~ ,
Witness
.it s
Sworn or affirmed to and subscribed to before me by
\ ~ ~ 1 m and ~ ' r~i, ra 1Cr ~ ~ u~ witnesses,
This day of ~ ) 200.
(SEAL)
Notary Public
COAIMiAONWEALTH F PENNBY V
Natariel>leai ---~
Kelly Drake, Notary Public
Fairview Twp., Yak County
CarMt~MalOrl Expires Feb. 78, 2013
Member, PsnmyNarris Assatiation of Notaries
Q 1VI8TBank
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Phone 888-502-4349
F ax (302) 934-2955
May 6, 201 I
Anstine and Sparer
117 East Market Street
York, PA 17401
Re: Estate of Glenn Calvin Evans
Social Security: 190-18-1843
Date of Death: February 20, 2011
Dear Sir or Madam:
Per your inquiry on March 14, 2011, please be advised that at the time of death, the above-named decedent had
on deposit with this bank the following:
1. Type of Accotuzt Checking Account
Account Number 31388841
Ownership (1V~ames o, fl Glenn Calvin Evans
Beverly Blatchford
Opening Date 0828/64
Balance on Date of Death $1,464.19
Accrued Interest $ .00
Total - -.......____._ .. --- -- -...._ _-----
$1,464.19
For any additional informaltion on the above accounts, including ownership and any changes, closures smd/or reimbursement of funds,
please call the Highland Parr Office at #717-737-3322
We were unable to locate any safe deposit box for the above-mentioned decedent.
This letter does not include any aooounts in whid- the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers,
Representative Payee, or Trustee under a Written Agreement
Sincerely,
Tammy Spencer
Adjustment Services
Sovereign Bank
ESTATE OF Glenn C. Evans
SOCIAL SECURITY #: 190-18-1843
DATE OF DEATH: February 20, 2011
Account #: 0571106382 Type: _ Money Market Savings Open date: 5/5/1995
In the name of: Glens C. Evans or Beverly E . Blatchford
Date of Death Ba ance: Closed prior
Int.(YTD) from 1/1/2011 to 2/14/2011
$0.02
Accrued interest ito date of death: _
$0..00
Other Info: Closed 2/14/11
Account #: 0771 Q34865 Type: _ Checking Open date: 7/24/1998
In the name of: Gleiua C. Evans or Beverly E. Blatchford
Date of Death Balance: $3,220.36
Int.(YTD) from 1/1/2011 to 2/20/2011
$0.04
Accrued interest ~o date of death: _
$0.00
Other Info:
Account #: 0774040133 Type: Savings Open date: 1/28/1991
In the name of: Gleam C. Evans or Beverly E. Blatchford
Date of Death Balance: $244 92
Int.(YTD) from 1/1/2011 to 2/20/2011 _ $0.00
Accrued interest tb date of death: $0.02
Other Info:
Page 1 of 1
-~> F . t+ f
._r ..,~~ ~~, s ~ ~- ~ c' ~ TEA
PL aNtilf~lG ~.SS~~c ;; a,1 ~ ; i'~
+,r~Kd~, s,xra~sa..1_,
i11:~ rch 22, ZO 1 1
~.
2550 Kingston Road, Suite 217, York, PA 17402
717.718.5790, Fax 717.718.5797
An.stine ~ Sparler
Attornc~~s a1; Law
11'1 East Market Street
l"ur-k, P.'! x'7401
Re: Estate of Glenn Calvin Evans
Deer Lori:
In response io your letter dated March 14, 2011 requesting the death date value of
his account.
As of Februs~ry 20, 2011 the values are as follows:
National Western Life Annuity 5366,427.08
Bond Fund $ 59,615.70
Total in Trust X426,042.78
[f ~~c a can b~~ of and other assistance, please feel free to contact us.
Sincerely,
-;, ~,
L .It1rVE ONPMAIv