HomeMy WebLinkAbout05-16-13 J 1505610143
REV-1500 Ex(D2-"' .
PA Department of Revenue OFFICIAL USE ONLY
P Pennsylvania County Code Year File Number
Bureau of Individual Taxes EX^^^*•EAReF aErEaaE
PO 60x.280601 INHERITANCE TAX RETURN 21 13 0295
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
02 16 2013 11 14 1911
Decedent's Last Name Suffix Decedent's First Name MI
O' TOOLE GERTRUDE R
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
X❑ 1. Original Return 2, Supplemental Return g. Remainder Return(Date of Death
Prior to 12-13-82)
4. Limited Estate 4a Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
6 Dece part Died Testate 7. Decedent Maintained fined a Living Trust g, Total Number of Safe Deposit Boxes
(Attach Copy of Will) Copy )
9, Litigation Proceeds Received 10.be&ieen 12,3rtSi aoaitt(Dat95j f Death 11 Election to tax under Sec.9113(A)
(Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
MICHAEL L BANGS 717 730 7310
REGISTER OF WILLS-USE ONL
C p l M
C)
First Line of Address
429 SOUTH 18TH STREET r < ` c
Second Line of Address 3„ r i '
is c: o
'fT
�> DATE;FILEB3 :2-
City or Post Office State ZIP Code cr ,�
CAMP HILL PA 17011 _,J —I Cf)
Correspondent's e-mail address: mlkebangs @veriZOn.net
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.De laration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIG �RE�SPO NSIB I WVU DATE
Melissa M. McCord
ADDRESS
2727 South Rosegarden Blvd., Mechanicsburg, PA 17055
SIGNATURE OF PREPARER THER THAN RESENTATIVE DAT
! 'l L Michael L. Bangs �s ��
ADDRESS
429 South 18th Street, Camp Hill, PA
Side 1
L 1505610143 1505610143 J , r�
1505610243
REV-1500 EX
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&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 249, 563 . 38
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 8 , 496 . 97
7. Inter-Vivos Transfers&Miscellaneous h{oq-Probate Property
(Schedule G) u Separate Billing Requested............ 7, 480,505 .25
B. Total Gross Assets(total Lines 1 through 7)........................................................ 8, 738 ,565 . 60
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 22 , 886. 87
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 6,576 . 77
11, Total Deductions(total Lines 9 and 10)................................................................ 11. 29, 463 . 64
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 709, 101 . 9 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. 709, 101 . 96
TAX COMPUTATION-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.00
15. 0 . 00
16. Amount of Line 14 taxable
0 • 00 16. 0 . 00
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 709, 101 . 96 18. 106,365 . 29
19. TAX DUE................................................................................................................. 19. 106, 365 . 29
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. El
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-13-0295
Decedent's Complete Address:
DECEDENT'S NAME
O'Toole, Gertrude R.
STREETADDRESS
20 North 12th Street
CITY STATE ZIP
Lemoyne PA 17043
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 106,365.29
2. Credits/Payments
A. Prior Payments 101,047.03
B. Discount 5,318.26
Total Credits(A +B) (2) 106,365.29
3. Interest (3)
4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box 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. (5) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT.
__ 777 -
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;...................................... ........................................ ❑ ❑x
b. retain the right to designate who shall use the property transferred or its income;..................... ............ ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... ❑ ❑x
d. receive the promise for life of either payments,benefits or care?.......................................__....... ❑ ❑x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑x
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account, annuity,or other non-probate property which ❑ ❑
containsa beneficiary designation?.................................................................................................................. x
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 January 1, 1995,the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in
[72 P.S.§9116(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 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)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T"RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
O'Toole, Gertrude R. 21-13-0295
Include the proceeds of litigation and the dale the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Members 1st Federal Credit Union -Savings Account 110.03
2 PA Department of Revenue-2012 income tax due 78.00
3 Refund from Boscov's 24.99
4 Refund from Manor Care 357.00
5 Tri-Ag Federal Credit Union-Regular share account 197.83
6 Tri-Ag Federal Credit Union -Super share account 13,913.07
7 Wells Fargo Bank, N.A.-Checking Account#7173 25,607.86
8 Wells Fargo Bank, N.A. -Savings#7647 10,722.98
9 Wells Fargo Bank, N.A. -Savings account#7186 0.44
10 Wells Fargo Bank, N.A.-Certificate of Deposit#1019 29,702.01
11 Wells Fargo Bank, N.A.-Certificate of deposit#1025 59,399.65
12 Wells Fargo Bank, N.A.-Certificate of deposit#3047 50,913.39
13 Wells Fargo Bank, N.A. -Certificate of Deposit#0144 29,678.46
14 Members 1st Federal Credit Union-Certificate of Deposit 280603-49 11,606.88
15 Members 1st Federal Credit Union-Certificate of Deposit 280603-50 17,250.79
TOTAL(Also enter on Line 5, Recapitulation) 249,563.38
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10)
Rev-1509 EX+(01-10)
SCHEDULE
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
O'Toole, Gertrude R. 21-13-0295
If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Melissa M. McCord 2727 S. Rosegarden Blvd Niece
Mechanicsburg, PA 17055
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH VALUE OF
ITEM FORTJOIN MADE INCLUDE
NUMBEER OR SIMILAR IDENTIFYING INSTITUTION
NUMBER.ATTACH DEED FOR DATE OF DEATH DECD$ DECEDENT'S INTEREST
NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST
1 A 10/15/2010 Members 1st Federal Credit Union- 16,993.93 50.000% 8,496.97
Certificate of Deposit 208063-43
TOTAL(Also enter on Line 6, Recapitulation) 8,496.97
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev. 01-10)
Rev-1510 EX.(08-09)
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
O'Toole, Gertrude R. 21-13-0295
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %of DECD s EXCLUSION TAXABLE
NUMBER THE DATENOF TERANSFERSATfAC THEIR COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 American General Life Company-Annuity Contract 28.763.40 28.763.40
#FJ245773;the four beneficiaries on Schedule J are
the four beneficiaries of this annuity.
2 American General Life Companies-Annuity Contract 22,383.63 22,383.63
#FJ237761; this annuity is paid to the estate.
3 Ameriprise-This annuity was paid to Joel McCord, 429,358.22 429,358.22
Kathleen Tyler and Donna Freas.
TOTAL(Also enter on Line 7, Recapitulation) 480,505.25
(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 G(Rev.08-09)
REV-1151 EX.(10-09)
SCHEDULE H
COMr(I WID OTFONN RWANIA FUNERAL EXPENSES AND
RESIDENT DECEDENTRN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
O'Toole, Gertrude R. 21-13-0295
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 6,283.37
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Melissa M. McCord
Street Address 2727 South Rosegarden Blvd.
City Mechanicsburg State PA zio 17055
Year(s)Commission Paid 7,500.00
2. Attornev's Fees Michael L. Bangs 7,500.00
3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationshio of Claimant to Decedent
4. Probate Fees 408.50
5. Accountant's Fees 1,000.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 195.00
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 22,886.87
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
O'Toole, Gertrude R. 21-13-0295
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Donna Fleming-funeral services 50.00
2 ELCW of St. Peter Lutheran Church -funeral luncheon 400.00
3 Parthemore Funeral Home 5,808.37
4 Susan Houndshell-funeral services 25.00
H-A 6,283.37
Other Administrative Costs
5 Cumberland Law Journal -estate advertisement 75.00
6 The Patriot News Co.-estate advertisement 120.00
H-B7 195.00
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
ReY-1512 EX.p2-08t
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
O'Toole, Gertrude R. 21-13-0295
Report debts incurred by the decedent prior to death that remained unpaid at the dale of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 American Home Medical 125.00
2 Essex House 441.61
3 Home Instead Care 1,201.90
4 Manor Care Health Services 357.54
5 U.S.Treasury-2012 income tax due 4,251.00
6 Verizon 24.75
7 West Shore EMS 174.97
TOTAL(Also enter on Line 10, Recapitulation) 6,576.77
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1510 E%+(01-10)
SCHEDULE J
COMMONV�N4, _PEEN YRANIA BENEFICIARIES
ESTATEOFJ E��TTAAJJCCEE PG�XRREETTUT4RJ FILE NUMBER
O'Toole, Gertrude R. 21-13-0295
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
Donna Lynn Freas Niece 220,421.23
4056 Oak Road
Buena, NJ 08310
Catherine Leggett Grand Niece 77,301.83
2727 S. Rosegarden Blvd.
Mechanicsburg, PA 17055
Joel S.McCord Nephew 220,421.23
1920 Severn Grove Road
Annapolis,MD 21401
Kathleen A.Tyler Niece 220,421.23
30850 Cole Grade Road
Valley Center, CA 92082
Total 738,565.52
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)
Lyon, David R
I I III 1111 IlealYgWYrI Ilrlll�l
From: Kharatmal,Anilkumar I on behaatf of SDLifeEventsCommunicationCenter
Sent Wednesday, March 27,2013 539 PM
To: Lyon, David R -
Subject 15668827 7 001 GERTRUDE R O'TOOLE -DEATH SETTLEMENT REQUIREMENTS PLS DO
NOT DELETE.
Rhlarsauao We Insurance
Company
Amadlube Rnmeld Cempsay
MOD Amarlpeleo Ftnaaetat CMW
liv 6 pour,NN 66474
March 27,2013
KATHLEEN TYLER
30850 COLE GRADE ROAD
VALLEY CENTER,CA 92082
1566882'17 001
Dear KATHLEEN TYLER.
We have received notification of GERTRUDE R O'TODLE's death. Please accept our condolmocs on your loss, The deceased's
name is associated with the following accounts. Account values as of 02!16!2013 are listed below. At the end of this letter,you will
find a list of beneficiaries shown in our initial review of the accounts,
Account Information
Annuities-Post 1985
Accoupt Numb er Owrxxship
93004229062 5 004 Individual
Annuities-Post 1985
Account Number Total Value
93004229062 5 004 $430,374.42
The date of death values provided arc for estate tax purposes and are not a value to be paid_ Accounts may he subject to market
fluchwhon as governed by each product. Please note that the values indicated for any Life Im naace products with the insured
deemed reflect the gross death benefit at date of death and not the cash value. Values indicated for Life Insurance products with only
the owner deceased reflect the lash value as of the date of death. Values for any Proprietary mutual funds inchrde accrued dividends
as applicable.Values provided for brokerage products are manuatly calculated,and should be used as estimates only. The prices used
to provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financial provides time values as a
service to its clients. Actual values used in preparation of tax returns or fir planning purposes should be verified by your legal and
accounting advisors.
AttromM Disposition
1
® WESTERN
NATIONAL
April 15, 2013
MICHAEL L BANGS, ESQ
BANGS LAW OFFICE LLC
429 SOUTH 18TH STREET
CAMP HILL PA 17011
Re: Annuity Contract#: FJ237761
Deceased: Gertrude R O'Toole
Dear Mr Bangs:
Thank you for your letter for the referenced contract. We would like to take this opportunity to
provide you with the information requested.
The date of death value of the contract as of February 16, 2013 was 522,383.63
We appreciate your prompt attention to this matter. Should you have any questions or require
further assistance, please feel free to contact our Client Care Center by using our toll free number
of 1-800-424-4990.
Sincerely,
Patrick Bailey
Claims Department
American General Life Insurance Company
Annuity Service Center•P.O. Box 871 •Amarillo, TX 79105-0871
The Western National series of annuities is issued and underwritten in New York by The United States Life Insurance
Company in the City of New York and in all other states by American General Life Insurance Company.
LH-WNAGL
WESTERN tJ NAT O\NAL
L i f e I n s u r a n c e C o p 1 n y
QUARTERLY GROWTH REPORT OF YOUR POLICY FOR THE QUARTER ENDING 12/31/2012
1-800-424-4990
#BWBCGWV •Contract Number FJ245773
>01511 3039941 001 008129 •Policy Date 11/05/2002
GERTRUDE R OTOOLE •Annuitant Gertrude R Otoole
20 N 12TH ST •Policy Type Non-Qualified
LEMOYNE, PA 17043-1448 •Agent Wells Fargo Wealth Brokerage Ins Ag
•Composite
Annual Yield 3.00%
Important Messages
We are going green! Go on-line today at www.ammuityaccess.com to find out how to sign up for electronic
delivery of your quarterly statement
Account Information Current Quarter Year-To - Date
10/01/2012 - 12/31/2012 01/01/2012 - 12/31/2012
Beginning Value 28,549.89 27,925.63
Interest 213.51 837.77
Accumulated Value 28,763.40 28,763.40
Surrender Value 28,763.40 28,763.40
Your surrender value as of 12/31/2011 was$27,925.63.
VL 14939-AGL VER112013 -
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REGULAR SAVINGS ACCOUNT: FEDERAL CREW U ON
Account Number/Suffix 208063-00
D-ate Account Established 08/04/2001
Principal Balance at Date of Death $110.02
Accrued Interest to Date of Death $0.01
Total Principal and Accrued Interest $110.03
Total Accrued Interest 01/01/2013-02/16/2013 $0.03
Name of Joint Owner None
CERTIFICATE OF DEPOST:
Account Number/Suffix 208063-43*
D-ate Account Established 01/17/2012
Principal Balance at Date of Death $16,986.25
Accrued Interest to Date of Death $7.68
Total Principal and Accrued Interest $16,993.93
Total Accrued Interest 01/01/2013-02/16/2013 $23.53
Name of Joint Owner Melissa Leggett
Date Joint Added 10/15/2010
*Rollover from certificate 208063-47 opened 10/15/2010.
CERTIFICATE OF DEPOST:
Account Number/Suffix 208063-49*
D-ate Account Established 01/30/2012
Principal Balance at Date of Death $11,601.64
Accrued Interest to Date of Death $5.24
Total Principal and Accrued Interest $11,606.88
Total Accrued Interest 01/01/2013-02/16/2013 $16.07
Name of Joint Owner None
*Rollover from certificate 208063-48 opened 10/29/2010.
CERTIFICATE OF DEPOST:
Account Number/Suffix 208063-50*
D-ate Account Established 07/19/2012
Principal Balance at Date of Death $17,239.88
Accrued Interest to Date of Death $10,91
Total Principal and Accrued Interest $17,250.79
Total Accrued Interest 01/01/2013-02/16/2013 $33.43
Name of Joint Owner None
*Rollover from certificate 208063-42 opened 04/18/2011.
MEMBERS IT FEDERAL CREDIT UNION
Tessa L Klugh
Lending Insurance Support Specialist
March 26, 2013
Estate of: GERTRUDE R. O'TOOLE
Date of Death: 02/1612013
Social Security Number: 197-24-0667
5000 Louise Drive P.O. Box 40 • Mechanicsburg, Pennsylvania 17055 • (800) 283-2328 • www.memberslst.org
BANGS LAW OFFICE, LLC
429 SOUTH 18TH STREET PHONE: 117-730-7310
CAMP HILL, PA 17011 FAX: 717-730-7374
E-mail: mikebanes(a),verizon.net
MICHAEL L. BANGS,Attorney-at-Law WILLIAM E. MILLER,JR.
WENDY K. STRAUB, Paralegal Of Counsel
March 25, 2013
Tri Ag Federal Credit Union
I 1--pus Bot&vnd Suit 200
Newtown Square;PA 19073
RE: Estate of Gertrude R. O'Toole
Date of Death: February 16, 2013
Social Security #197-24-0667
Gentlemen:
Our office is assisting in the administration of the above-referenced estate.
At the_time of death, the decedent held several accounts and/or certificates of deposit with your
bank, We need to,know; fo'r purposes of administering the estate, the following information about
each of the accounts and certificafes of deposit:
L The type of account. — (S'a u n3 s
2. Account number. 3 78- t 3 78-io
3. Name or names in which the account was maintained.
4. The date the account was opened. /I " 7 - 18
5. The value, including any accrued and unpaid interest as of
the date Of death. 378-t — iF-7. F3 373'- 0 39/3 .07
If the decedent owned any other accounts or assets with your bank, either jointly or solely in
her name, we will need information about those accounts as well. For any account that may have been
held jointly, we need to know the names in which it was maintained and the date it was created. Also,
if you could send us a copy of the signature card or document used to create or designate the joint
account. that would be most helpful. If the account was created within one year of the date of death,
we need to know whether it represented a rollover or extension of a pre-existing account. If so, then
we need the date that account was opened.
231539072 03/27/13
TRI AG FEDERAL CREDIT UNION
11 CAMPUS BOULEVARD - STE. 200
NEWTOWN SQUARE PA 19073
TEL: 610-355-7610
STATEMENT PERIOD
01/01/13 03/15/13
CN/ACCOUNT#
1/ 278.0
GERTRUDE R. O'TOOLE
ESSEX HOUSE SOC-SEC-NUM
20 N. 12TH STREET #303 197-24-0667
LEMOYNE PA 17043
TRAN TRAN TRANSACTION CHK # TRAN INT/INS ACCOUNT
NUM DATE TYPE AMOUNT AMOUNT BALANCE
- --- - --- ------------------------
Share # 1 REGULAR S Beg Bal : 197.78
278 01/01/13 DIVIDEND 0.05 Cj97.83)
2161 03/15/13 TRANSFER TO 13, 913.07 14, 110.90
FROM: 1/ 278.0 SH 10
2162 03/15/13 TRANSFER FROM 0:00 14, 110. 90
2163 03/15/13 TRANSFER FROM 14, 110. 90 0.00
Div Paid YTD 05
Last Div Rate 008
3 7 Jf
Tot Div Paid YTD 17.56 Finance Charge YTD 0.00 PG 1
231539072 03/27/13
TRI AG FEDERAL CREDIT UNION
11 CAMPUS BOULEVARD - STE. 200
NEWTOWN SQUARE PA 19073
TEL: 610-355-7610
STATEMENT PERIOD
01/01/13 03/15/13
CN/ACCOUNT#
1/ 278.0
GERTRUDE R. O'TOOLE
ESSEX HOUSE SOC-SEC-NUM
20 N. 12TH STREET #303 197-24-0667
LEMOYNE PA 17043
TRAN TRAN TRANSACTION CHK # TRAN INT/INS ACCOUNT
NUM DATE TYPE AMOUNT AMOUNT BALANCE
--------------------------------------
Share # 10 SUPER SHARE Beg Bal: 13, 895.56
471 01/01/13 DIVIDEND �17.51 13, 913.07
2160 03/15/13 TRANSFER FROM 13, 913.07
TO: 1/ 278.0 SH 1
Div Paid YTD 17.51
Last Div .Rate 000$
3 . 0 7 3
Tot Div Paid YTD 17.56 Finance Charge YTD 0.00 PG 1
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1. GERTRUDE R. WTOOLE. of the Borough of Lemoyne. Cumberland County,
Pennsylvania. declare this to be my last will and revoke any will previously made by me.
ITEM I. 1 direct that all my just debts and funeral expenses, including my gravemarker
and all expenses of my last illness. shall be paid from my residuary estate as soon as practicable
after my death as pan of the expense of the administration of my estate.
ITEM II. All death taxes (and interest and penalties thereon) imposed as a result of my
death shall he paid by the person receiving the property to which such taxes are attributable. For
outnoses of this paragraph. the term `death takes" sWl rncan fc deal estate tax and any
inheritance or estate tax imposed at death by any state of the United States.
ITEM III. In the event that I have any personal property of any nature. I direct my
Executrix. Melissa M. Leggett. to divide those among those individuals that she deems
appropriate. She has the sole and absolute discretion to divide those items.
ITEM IV. I give, devise, and bequeath all the rest. residue, and remainder of my
possessions and estate of every nature and wherever situate in equal shares to CATHERINE E.
LEGGETT, JOEL MCCORD, DONNA LYNN FREAS, KATHLEEN ANN TYLER, or the
survivor of them who shall survive my death by thirty (30) days. I have already provided
Catherine E. Leggett an advancement in the amount of$33,250.00. Therefore, Joel McCord,
Donna Lynn Freas and Kathleen Ann Tyler. or the survivor of them who survive my death by 1
thirty (30) days. should each receive $33,250.00 to equalize the advancement that I made to
IJ
Catherine E. Leggett and then the remainder, if any of the estate, would be divided evenly among
CATHERINE E. LEGGETT, JOEL McCORD, DONNA LYNN FREAS, KATHLEEN ANN
TYLER, or the survivor of them who shall survive my death by thirty (30) days as set forth
under this Item IV.
ITEM V. All of the interests of the beneficiaries hereunder shall not be subject to
anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or
attachment.
ITEM VI. I appoint MELISSA M. LEGGETT executrix of this my last will. Should
Melissa M. Leggett predecease me or otherwise fail to qualify or cease to serve as executrix of
this my last will, I appoint DONNA LYNN FREAS executrix of this my last will.
ITEM VII. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby
give to my personal representatives the following powers and authorities effective without court
approval and until actual distribution of all property: to compromise any claim or controversy;
to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as
my personal representatives may determine and at valuations finally to be fixed by them; to
invest in all forms of property, including any stock or other securities in any corporate fiduciary
or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my
personal representatives deem proper, without regard to any principle of risk or diversification;
to retain any or all assets of my estate, real or personal, without regard to any principle of risk or
diversification; to sell at public or private sale, to exchange, or to lease for any period of time,
any real or personal property and to give options for sales, exchanges, or leases, for such prices
2
and upon such terms or conditions as my personal-representatives deem proper, and to allocate
receipts and expenses to principal or income or partly to each as my personal representatives
deem proper in their sole discretion.
ITEM VIII. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this 3 day of
2010.
GERTRUDE R. O'TOOLE
3
The preceding instrument.consisting of this and THREE other type"tten des,each
identified by the signature of the testatrix was on the date thereof signed, published and declared
by GERTRUDE R. O'TOOLE, the testatrix therein named, as and for her last will, in the
presence of us, who at her request, in her presence, and in the presence of each other, have
subscribed our names as witnesses hereto.
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COMMONWEALTH OF PENNSYLVANIA _ )
( SS:
COUNTY OF CUMBERLAND )
The undersigned, being the testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing 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. �) /
GERTRUDE R. O'TOOLE
or affirmed to and acknowledged
bef-c re mesb y the t statrix named above '-''
this _day of�1A Co,%W 'WEALTH OF PENNSYLVANIA
Nbtariai Seal
1� / � �' 6Vcarciy K.E°�ub,Notary Public
�' l.l��' 1-0,0 ^r Xeii Tv p.,Ck nbxosnd County
Notaq Public j ty COMM-sdon E' +ras May 16,2011
Pennsylvania Association of Notaries
COMMONWEALTH OF PENNSYLVANIA )
( SS:
COUNTY OF CUMBERLAND )
WE, �,c:hne. � ��,�., andSS�-/t /. /EGG ,the
witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as
her last will; that she signed it willingly and that she executed it as her free and voluntary act for the
purposes therein expressed;that each of us in the hearing and sight of the testatrix signed the will as
witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of
sound mind, and under no constraint or undue influences
El � �,
Sworn or affirmed-t and acknowledged
beto j#1is h day of
C , 2010.
1
Notaty Public
OMi pNWE OF PENNSYLVAN A
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Wendy K 5da;i�,?•:nom ^,;L'ii;.
Lower Aia_n Tw;,�.,G
My Commssion cX;irE,c
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