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HomeMy WebLinkAbout08-07-12 (3)1,50561,D1,40 REV-1500 EX (01-10) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 2 D 6 8 9 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 9 1, 2 8 2 5 8 8 0 5 1 2 2 0 1 2 0 8 1 3 1 9 3 6 Decedent's Last Name Suffix Decedent's First Name MI L A K E W A L T E R A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI L A K E L IN D A Z 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) OX 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 under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number M A R C U S A- M c K N I G H T I I I 7 1 7 2 4 9 2 3 5 3 First line of address I R W I N & Second line of address 6 0 W E S T City or Post Office C A R L I S L E M c K N I G H T P C• ~~ P O M F R E T S T R E E T State ZIP Code P A 1 7 0 L 3 Correspondent's a-mail address: REGISTER OF WILLS USE ONLY .-- ;~~ ~ © =~ ' ._ .,a 7'T -,-= ~.. ~ ~' . ~..1 `: ~ E ~~ ~ . _... DA3E FILED "~~` ~-I J t .; ~r ; ,~ ~ ~~ ~ -~-, 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. SIGNAT - OF PERSO SPONSIBLE FOR FILING RETURN q~TE ADDRESS ~ " 4592 A ESIA RO MANCHESTER MD 211,02 SIGNATU FARE ER THAN REPRESENTATIVE DATE ADDRESSI 60 WEST POM BEET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 150561014 1505610140 7Gf~ J 1505610240 REV-1500 EX ~ecedenYs Name: WALTER A• L A K E Decedent's Social Security Number 1 9 1, 2 8 2 5 8 8 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. • 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 3 0 L 0 6 . 6 D 6. Jointly Owned Property (Schedule F) ^ 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. 3 0 ], 0 6 • 6 0 9. Funeral Expenses and Administrative Costs (Schedule H) .......... ........ 9• 1 1 0 0 0 • 0 4 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ..... ........ 10. • 11. Total Deductions (total Lines 9 and 10) ....................... ........ 11. 1 1 D D 0 . D 4 12. Net Value of Estate (Line 8 minus Line 11) .................... ........ 12. 1 9 1 0 6 . 5 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .............. ........ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .............. ........ 14. 1, 9 1 D 6 . 5 6 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.o 1 4 3 3 0. 5 6 15. 16. Amount of Line 14 taxable at lineal rate X .045 4 ~ ~ 6 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 D 0 18 19. TAX DUE ................ ... ........................ ... ..... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610240 0. 0 0 2 1 4. 9 2 0. 0 0 0. D 0 2 1 4. 9 2 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME WALTER A. LAKE STREET ADDRESS 220 RICHLAND ROAD CITY i STATE CARLISLE PA ZIP 17015 Tax Payments and Credits: ~. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest 10.75 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. File Number 21 12 0689 Total Credits (A + B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT 214.92 10.75 0.00 204.17 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 : ................................................................. ..... ^ Q b. retain the right to designate who shall use the property transferred or its income; .......................... ..... ^ Q 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? .................................................................................. ..... ^ 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? .... ..... ^ Q 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................................. ..... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before 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 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 C 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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (11-10) ~pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: WALTER A. LAKE 21 12 0689 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. PERSONAL PROPERTY -APPRAISAL ATTACHED 4,776.G0 2. PSECU -SAVINGS ACCOUNT 14,335.41 3. PSECU -CHECKING ACCOUNT 10,339.46 4. PSECU -SAVINGS ACCOUNT 335.03 5. PSECU -SAVINGS ACCOUNT 320.70 TOTAL (Also enter on Line 5, Recapitulation) I $ 30,106.60 If more space is needed, insert additional sheets of paper of the same size REV-1511 EX+ (10-09) ~pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER WALTER A. LAKE 21 12 0689 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MALPEZZI FUNERAL HOME 8,030.00 B. 2. 3. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal ReFresentative(s) Street Address City State Year(s) Commission Paid: Attorney Fees: IRWIN & McKNIGHT, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant ZIP 4 5. 6. 7. 8. 9. 10 Street Address City State Relationship of Claimant to Decedent Probate Fees: REGISTER OF WILLS Accountant Fees: Tax Return Preparer Fees: PATRICIA A. ROSENDALE, CPA FINAL FIDUCIARY TA,`C RETURN REGISTER OF WILLS -FILING FEE ROY D. GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY CUMBERLAND LAW JOURNAL -ESTATE NOTICE THE SENTINEL -ESTATE NOTICE ZIP 2,100.00 145.50 375.00 30.00 55.00 75.00 189.54 TOTAL (Also enter on Line 9, Recapitulation) I $ 11,000.04 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 FILE NUMBER WALTER A. LAKE ___ 21 12 0689 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 TOTAL (Also enter on Line 10, Recapitulation) I $ 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: WALTER A. LAKE 21 12 0689 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, RODNEY D. LAKE Lineal 380.50 5116 RAVENWOOD ROAD PERSONAL PROPERTY MECHANICSBURG, PA 17055 2. RICHARD M. LAKE Lineal 4,373.50 PO BOX 1000 PERSONAL PROPERTY WHITE DEER, PA 17887 3. JOSHUA E. LAKE Lineal 22.00 5116 RAVENWOOD ROAD PERSONAL PROPERTY MECHANICSBURG, PA 17055 4. LINDA Z. LAKE Spousal 14,330.56 220 RICHLAND ROAD REMAINDER CARLISLE, PA 17015 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 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. $ If more space is needed, use additional sheets of paper of the same size. i LAST WILL AND TESTAMENT OF WALTER AI I, W~i_,TE~ tii E~i~, Gf i~icicinson i ownsnip, Cumberland County, Fennsyivania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ONE. I direct my Executor or Executrix, as the case maybe, to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that my organs be donated for transplants to others, as maybe appropriate, and then be cremated and the ashes interred, and that the expense thereof be reimbursed out of my estate as a funeral expense. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor or Executrix of my estate. TWO. My Executor or Executrix may, at his or her discretion, compromise claims, borrow money, retain property for such length of time as he or she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or 1\` ;. Initial ~ ,v, ~i'075 bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor or Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor or Executrix. .~ ~~ THREE. At my death, I specifically give, devise and bequeath as follows: e~ u _ ~~ ~ ~~. A. My antique survey instrument inherited from my grandfather to \~^~ ~~' ~ Rodu~y M. Lake or, if he does not survive me, to Richard D. Lake. ' '`- ,~~ '~ ~> v, B. My antique carved wood mantle clock interited from my grandfather to ~~ ~~ Richard D. Lake or, if he does not survive me, to Rodney M. Lake. , li~ ~` ~~ ~ . C. My antique oak sideboard and antique oak glider to Rodney M. Lake or, ~ if he does not survive me, to Richard D. Lake. ~~ D. My antique curved glass china cabinet and antique oak lamp table to ~; ~ `~\~ Richard D. Lake, or if he does not survive me, to Rodney M. Lake. ~ ~~ ~~ V E. My collection of rifles to Richard D. Lake, or, if he does not survive me, to ~ ~ 1 Rodne M. Lake. y ~ ~~~~ F. My workshop tools to Richard D. Lake and Rodney M. Lake. t ~ ,- ~ V ,.~U. My golf clubs to Joshua E. Lake. ~ ~ Y L~ FOUR. I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate to my spouse, LINDA Z. LAKE. FIVE. If my spouse, LINDA Z. LAKE, does not survive me by a period of at least thirty (30) days, then I give, devise and bequeath all of my estate in equal shares to my children, RICHARD M. LAKE and RODNEY D. LAKE and my stepchildren, JOHN P. ZEIGLER and KRISTEN Z. DIECK, per stirpes, which provides that the child or children of any deceased beneficiary shall take the share their parent would have taken if living. SIX. I nominate and appoint KENNETH E. MYERS, to be the Executor of this my Last Will and Testament. In the event he has predeceased me, failed to qualify, or is not Init~'al 2 .,~. able or does not serve for whatever reason, I then appoint, RODNEY D. LAKE and JOHN P. ZEIGLER, to be the Substitute Co-Executors of this my Last Will and Testament, whereby the said substitute personal representatives shall have the same powers as are given to the original Executor hereunder. SEVEN. No person(s) shall benefit hereunder unless such beneficiary shall survive me by thirty (30) days. EIGHT. No Executor or Executrix acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. NINE. No beneficiary may assign, anticipate or pledge his or her interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. TEN. If any person or institution entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its entire interest inherited hereunder and all provisions in favor of such person or institution shall be declared void and of no effect. The share of such person or institution so forfeited shall be distributed as part of the residue hereof except that if such person or institution is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary distributees. [THE REMAINDER OF THIS PAGE HAS BEEN INTENTIONALLY LEFT BLANK] Initial ; 3 sir IN WITNESS WHEREOF, I have hereunto set my hand and seal this j da of A nl Y p~~ coos. (SEAL) AL R AI LAKE Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. f~~~ ~~i 4 ACKNOWLEDGMENT AND AFFIDAVIT WE, WALTER AI LAKE, TRACI D. SMITH and SHARON L. SCHWALM, the testator and witnesses respectively, whose names are signed to the 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 that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~ ~ ALTER AI LAKE1~ ~~. TRACI D. SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by WALTER AI LAKE, the testator herein, and subscribed and sworn to before me by TRACI D. SMITH and SHARON L. SCHWALM, witnesses, this ~Tday of April, 2008. Public '~~ LTH OF PENfVSYLIlAf~IA ~!otarial Seal Marcus ~. McK,r~iol~t 111, PJotary f'+;blic Carlisle E3aro, Curn~ariand Codnty My Commission l=r.;,;ires Oct. t 0, 2009 Member, Pennsylvania Association of NottarJes ~--~ -~ ~~ .- . ,. , :, .; . .. ~ _ ~ .. - -. .w'~.ff~~~~ r_i' ~ .. ,' f_~ .. _ ~ ;• v/f;s ~ .~~ F ~ ~. ~„ ~. ,.r ~I ,. f ,. v 7 ,. ~ "- . ~ ~ . ~" ~ _ .e1 ~ 1, ,~~ _ / , ,off. ,~ ~ ~~ ~ _. `. r a `rJ~'~ r ...- - / ~--*• '. ,. _. r .r " - ~~ r -{ r.~l ~.... ,. ~ ,•. _ ..:~ -/ i . , ~ ~ // ~r ' c ~. _, ,.~ , ~ ~ f ~j / - _ 1~ ' ~ _ ~ _ - / e _ ., _._.. , f .'~~ ., ~~ ~.. f .Y~1'~l~-v"rr~K.•''P ~ ~+~ ~,~ ~ ;-ifs ` ~ ~~ ,r:~~,., ~ ~( ~} ~e'~.:~~~"'~j Y~~ /a. ~ - .. ~ ^~~ ~~~ ~ / ,/~ ~'~ t ~ 1 / ~ .-, /~ t. [., .. ~~ 11 ~I `~ ;... ,.v / /~ r _ ~ . 5 ~ ~ ~ ~./}_ C;'c',/-,~: _ e/;1 ~ ors ,.., ,~ ~,,_•' , ? -- , c~. ^ ,, '+ // ~~r ~ ~" -h!'"/ ,~ _. 1 r / r.~ ~ / ;/ / ~/~ ~_ f Pr1.- . w... •6i "7~', / mo /r P~ ~; fm-' ~ I - C` ~ .s~; . H ~~'""~ j ~~ ai~~`Gu:'''.~°E .'i :. ..' ..+'"f r'g,. f~.'~! a- . i... ,,. ~^ /? ~/~~ l) ~r ,. ~Y -f,~ /„ 6 «.i l l~ ( . / ~ ~~ / /l , /, ~/ Yom,.`/~"A ~~~~/ / /_ ~ `.~ ~'~ ~ ,'^~ i~.~~.,~1 LL.w.•. .r+.. ~ ' / - l vr/ / /~` i / ~ _ .' ' ~/ ~' ' /'/ /c/ /--eft-°~ .~~4 ~ ~ F ~-'" ~'L~,..r*/ uf.-. ~~ ~~ ~ i~ ~ ~~ ~.. ~_~~~ ~~ 4 ~-273 ° 00 + 503.00 + 49776°T 0°* C) ~~. J `../~ ~~.~ J~ I ~r4 .f ~ lY ` I /~ /'~ I f~ l/® / / ~ ~~ l..- /V~~ 1 ~~ ~~ ~~ o~c ~~, _: ~~~' ~o 0° PSEC~k 11-win & NlcKnight, P.C. Marcus A. McKnight, III, Attorney West Pomfret Professional Bldg. 60 W. Pomfret St. Carlisle, PA 17013-3222. Re: WALTER A LAKE, Deceased. PSECU Reference # 5426921681197 Dear Attorney McKnight, III: ~1i~li~ ~!`-~~i~~l'~~ The above referenced person has an account with PSECU which was opened on August 25, 1983. The Share accounts were individually held by WALTER A LAKE. The following are the Date of Death Balances for WALTER A LAKE's account with PSECU: Account Date of Death Balances Interest -April 1-29 (Sl) Savings $14,335.41 $2.85 (S4)Checking $10,339.46 $0.85 Please provide us instructions on closing the decedent's account. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, ~~1~ ~~- Sandy Fa ley Member Service Representative PSECU Pennsylvania State Employees Credit Union P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.234.8484 • 800.237.7328 • » psecu.com 07/06/2012 THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER. PSEC~ Irwin & McKnight, P.C. Marcus A. McKnight, III West Pomfret Professional Bldg. 60 W. Pomfret St. Carlisle, PA 17013-3222 Re: WALTER A LAKE, Deceased. PSECU Reference # 5426921681197 Dear Attorney McKnight, III: 07/06/2012 The above referenced person has an account with PSECU which was opened on March 28, 1994. The Share account is jointly held by ELIZABEHT J LAKE, RODNEY LAKE and WALTER A LAKE. The following are the Date of Death Balances for this account with PSECU: Account Date of Death Balances Interest -April 1-29 (S 1) Savings $335.03 $0.06 If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, Member Service Representative PSECU Sandy F ' ley-/// ~ Pennsylvania State Employees Credit Union P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.234.8484 • 800.237.7328 • » psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER. PSEC 07/06/2012 Irwin & McKnight, P.C. Marcus A. McKnight, III, Attorney West Pomfret Professional Bldg. 60 West Pomfret St. Carlisle, PA 17013-3222 Re: WALTER A LAKE, Deceased. PSECU Reference # 5426921681197 Dear Attorney McKnight, III: i ap ° f~' `" SF._`%_ ',-I a ,. -- ., -,. ,~jrlt ~~'I- ~'-; The above referenced person has an account with PSECU which was opened on March 28, 1994. The Share account is jointly held by REBECCA C LAKE, RODNEY LAKE and WALTER A LAKE. The following are the Date of Death Balances for this account with PSECU: Account Date of Death Balances Interest -April 1-29 (S 1) Savings $0.06 $320.70 If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, ~~ ' ,~, dandy F ley Member Service Representative PSECU Pennsylvania State Employees Credit Union P.O. Box 67013, Harrisburg, PA 17106-7013 • 717.234.8484 • 800.237.7328 • » psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER.