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Home My WebLink About10-09-13 ` �, �EV��5O0��01_10� 15�5610143 � OFFICWL USE ONLY PADepartmentofRevenue pennsy ania County Code Year File Number BureauoflndividualTaxes �P��M�R�� PO BOX.280601 INHERITANCE TAX RETURN 21 12 0 8 7 8 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW � SociatSecurity Number Date of Death Date of Birth 07 31 2012 07 03 1931 Decedent's Last Name Suffix Decedent's First Name M� KING WINIFRED M (ff Applicable)Enber Surviving Spouse's Information Below Spouse's Last Name Suff'�c Spouse's First Name M� Spouse'sSocialSecurityNumber THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Retum ❑ 2. Supplemental Retum � 3.Remainder Retum(dabe of deatth priorto 12-13-82) ❑ 4. Limited Estate � 48.Future IMerest Compromise � 5. Federal Estate Tax Retum Requlred (date d death after 12-12-82) � g, Decedent Died Testate � �. �ecederrt Meirnair�d a uving Tn,sc � 8. Total Number of Safe Deposit Boxes (Attach Copy of wll) (Attach Copy of Trust) ❑ 9. Litigation Proceeds Reoeived � 10.Spousa�Pove�ty Credit�(date of death ��,Eleaion to tax under Sec.9113(A) betvreen 12�1-91 and -1-95) � �ttBCh SCh.O)� CORRESPONDENT-THIS 8ECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL T , IiDRMATIO RECTED TO: �e Da elepho�um�p 3COTT M DINNER ESQ � �'�1 �g� .��, � � � � � �G�TE�OF yVILLS�#,SEc�1NLY �"7 C� �" � '�'� -.�� ,� � �"� � First N�te of address : �„ .", � :�.� 7..�„� �7 3117 CHLSTNUT STREET � � � � � Second line of address c� �t Cily or Post Offlce Sta�e ZIP Code DATE FILED CAMP BILL PA 17011 Corrospondent�a e-mail address: s m d i n n e r�y a h o o.c o m Under penalties of pQrjury,I dedare that I have examined this retum,induding a000mpanying schedul�and staterr�ents,and to the best of my knowbdpe and belief, it is true,oorred end oomplete.[feclaradon of preparer other�an the personal representative is based on all information of which preparer has aity kno�wledpe. SIGNATURE PERSON RESPONSIBIE FOR FILING RETURN p � �� George E. King /d ,3 ADDRESS 20 th Street,Summerdale,PA 17093 31GNA OF THER PRESENTATNE DATE Scott M Dinner Esq QCT 0 Z 2013 ES8 3117 Chestnut Street,Camp Hill,PA 17011 Side 1 � 1505610143 1505610143 J J 1505610243 REV 1500 EX , DecedenYs Social Security Number �_�� KING, WINIFRED MAE � RECAPITULATION �. Reai Estate(Sdtedule A)...................................................................... ................. �. 3 7 , 7 6 6 . 6 6 2. Stodcs and Bonds(Schedule B).................................................... ......... 2. .................... 3. CloaelyHeldCorporation,PaRnershiporSole-Proprieto�ship(ScheduleC).............. 3. 4. Mo�ages&Notes Reoeivable(Schedule D)........................................................... 4. 5• Cash,Bank Deposits 8�Misoeilaneous Pe�sonal Property(5chedule E).................... 5. 15 , 7 2 9 . 7 3 6. Jointy Owned Property(Schedule F) ❑ SeparateBillingRequested.............. 6. 2 5 , 5 4 7 . 7 8 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Sct�edu�eG) ❑ SeparateBillingRequested..........:... �. 5 7 , 0 4 6 . 3 2 8. Total Gross Assets(total Lines 1-7)........................................................................ g, 13 6 , 0 9 0 . 4 9 9. Funeral Expenses 8 Administrative Costs(Schedule H)............................................ 9. 18 , 7 3 7 . 0 6 10. Debts of Decedent,Mortgage Liabilities,8 Liens(Schedule I)................................... 10. 2 9 8 . 9 0 ��. To�ai Deductior�(total Lines 9 810)....................................................................... ��. 19 , 0 3 5 . 9 6 12. Net Valus of Estats(Line 8 minus Line 11).............................................................. �2. 117 , 0 5 4 . 5 3 13. Charitable and Govemmental Bequests/Sec 9113 T"rusts for which an eledion to tax has not been made(Schedule J).................................................... 13. 14. I�t Valus Subject to Tax(Line 12 minus Line 13)................................................... 14. 117 , 0 5 4 . 5 3 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amottrn of Une 14 taxable - at the spousal tax rate,or tranafers under Sec.9116 (a)(1.2)X .00 15. 16. Amount of Une 14 taxable � at lin�al r`ate X .045 16. 17. AmouMof Line 14 taxabb at sibiing rate x .�2 10 l.. , 2 9 2 . 7 0 �7• 12 , 15 5 . 12 1 S. AmouM of Lir�e 14 taxable . atc�o�tatera�ratex .�s 15 , 7 61 . 8 3 �8• 2 , 3 6 4 . 2 7 19. Tax Due..................................................................................................................... 19. 14 , 519 . 39 20. FILI IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 L 1505610243 15[I5610243 � REV 1500 EX Page 3 File Numbe� 21 - 12 - 0 8 7 8 Decedent's Complete Address: King, Winifred Mae STREET ADDRESS 405 Vailey Street C�N STATE ZIP Summerdale PA 17083 Tax Payments and Credits:. �. Tax Due(Page 2,�ine�s) (1) 14,519.39 2. CreditsJPayments A• PriorPayments 16,500.00 B. Discount 725.97 Total Credits(A +B) (2) 17,225.97 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. (4) 2,706.58 Check box on Page 2 Line 20 to requeat a refund 5. If une 1+Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRIATE BLOCKS 1. Did decc�dent make a transfer and: Yes No a. retain the use or income ofthe propertytransferred:..................................................................................... x b. retain the right to designate who shall use the property transferred or its income:......................................... x c. retain a reve�sionary interest;or..................................................................................................................... x d. receive the promise for life of either payments,benefits or care?.................................................................. x 2. If death occumed after December 12, 1982,did deoedent tr9nsfer property within one year of death without reoeivingadequateconsidera�on?.......................................................................................................................... 0 ❑ 3. Did devedent own an"in trust for o�payable upon death bank acoount or secuMy at his o�her death?............... Qx � 4. Did dec�dent own an Individuai RetirementAccount,annuity,orother non-probate propertywhich containsabenefiaarydeaignation?........................................................................................................................ � ❑ IF THE ANSIAIER TO ANY OF THE ABOVE QUESTiON3 IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. �or d+�s�of�on or aRer July 1,1994 and before Jan.1,1995,the tax rete imposed on the net value of transfers to or for the uae of thie surviving spou�e i�3 peroent[72 P.S.§9116(a)(1.1)(�)• For dates of death on or aft�er January 1,1995,the tax rate imposed on the net value of transfe�s to or for the use of the sunriving spouae ia 0 peroent p2 P.S.§9116(a)(1.1)(i�J.The stafute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for discbsure of aasets and filing a tax retum ar+e stiil applicable even if the surviving spouse is the only beneflciary. For dates of death on or afte�Juy 1.2000: •The tax ra�e imposed on the net value of transfers from a deoeased child 21 yea�s of age or younge�at death to or for the use of a naturai parent,an adoptive parent,or a stepparent of the child is 0 percent(72 P.S.§9116(a)(1.2)]. •The tax rate unpoaed 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(e)(1)J. •The tax rate imposed on the net value of transfe�s to or for the uae of the deoedent's sibiinga is 12peroent[72 P.S.§9116(a)(1.3 j. A afblMg ia detiined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by 6�or adoption. SCHEbULE A ��,�TM��„�„ REAL �STATE �� FILE NUMBER esrA�oF King, Winifred Mae 2� -�2-0878 Ali real property own�d solely or as a tenant in canmon must be r+eported at fair market value.Fair market value is defined as the price at whichprope rty wouid be exc�"ianged between a willing buyer and a willin seNer,neither being compelled to buy or seli�both heving reasonat�lle knowiedge of the relevant facts.Real property which is join�y-owned with righf of survivorship must be disclosed on schedule F. Attach a copy of the sett�ment sheet if the property has been sold. Inciude a copy of the deed showing deoedent's interest if owned as tenant in common. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 one-third(1/3)interest as tenant-in-common in 405 Valley Street, East Pennsboro Township, 37,766.66 Cumberland County, Pennsylvania. Decedent also held an intenrening life-estate which was taxed in prior estate. AV:$113,300. TOTAL(Also enter on Line 1,Recapitulation) 37,T66.66 SCHEDULE E CA�H, BANK DEPOSITS, & MISC. �,,,��""'" PERSONAL PROPERTY FILE NUMBER ESTATE OF King, Winifred Mae 2� -�2-0878 Include the��of li�gation and the date the proceeds were received by the estate.All property)ointly-owned with the right of survivorsh pi must be disciosed on schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 PSECU(S4)Checking account#0172249372[see attached balance confirmation letter of Aug. 10,904.72 15,2012 from PSECU]. 2 PSECU(S1)Savings-Regular Shares account#0172249372[see attached balance 10.01 confirmation letter of Aug. 15,2012 from PSECU]. 3 2000 Chevrolet Station Wagon[VIN 1GNDX03E1YD289731J 2,500.00 4 1997 CarMate 714C-SP travel trailer[VIN 4PKc714D1VL004983j 1,500.00 5 misceilaneous personal property 815.00 . TOTAL(Also enter on Line 5,Recapitulation) 15,728.73 SCHEDULE F �o 'NMNONWE�OF�PERETURN�� JOINTLY-OWNED PROPERTY RE3IDENT DECEDENT ESTATE OF FILE NUMBER King,Winifred Mae 21 - 12-0878 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 Daniel E. Potteiger 114 Ramsgate Drive Brother A Phoenixville,PA 19460 George E. King 405 Valley Street Brother B Summerdale, PA 17093 Nancy Clark McGlawn Friend C JOINTLY OWNED PROPERTY: see contlnuatlon ��M LETTER DATE DE CRIPTION PROPER DATE OF DEATH %OF onre oF t�o►ni NUMBER F��OINT MADE ��name otfinanciaf institution and bank acxount number yALUE OF ASSET DECD'S �uu�oF TENANT JOINT similar identifying number.Attach deed for jointy-held real eatat . INTEREST OECEDENT3INTEREST 1 A 02/22/2005 Heritage Investment Services Fund promissory �,��•� 50°r6 723.61 note#1008304 2 A OZ/22/2005 Heritage Investment Services Fund promissory �,��•� 50% 723.61 note#1008305 3 A 02/22/2005 Heritage Investment Services Fund promissory �,��•� 50% 723.61 note#1008306 4 A 02/22/2005 Heritage Investment Services Fund promissory �,��•� 50% 723.61 note#1008307 5 A 03/05/2003 Heritage Investment Services Fund promissory 5,�s3.2� 50°� 2,681.61 . note#1006960 6 A 03/05/2003 Heritage Investment Services Fund promissory 5.�s3•2� 50% 2,681.61 note#1006961 • 7 A 05/29/2008 Heritage Investment Services Fund promissory 6.2�•� 50°� 3,104.75 note#1010195 8 B 02/22/2005 Heritage Investment Services Fund promissory �,��•� 50% 723.61 note#1008308 TOTAL(Also enter on line 6,Recapitulatlon) 25,547.78 SCHEDULE F JOINTLY-OWNED PROPERTY COM�AONWEALTH OF PENNSYLVANIA continued INHERffMICE TAX RETURN RES�ENT�CEDENT ESTATE OF FILE NUMBER King,Winifred Mae 21 - 12-0878 If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G. JOINTLY OWNED PROPERTY LEtTER DATE DESCRIPTION OF PROPERTY °�6 OF DATE OF DEATH ITEM FOR JOINT MADE In ude name of financial insfrtution and bank account number or DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT si ilar identifying number.Attach deed for jointly-held real estate. VALUE OF ASSET �NTEREST DECEDENTS INTEREST 9 C 05/31/2011 Heritage Investment Services Fund promissory 5,300.0� 50°� 2,650.00 note#1009581 10 D 02l22/2005 Heritage Investment Services Fund promissory 939.52 50°� 469.76 note#1008309 11 D 02/22/2005 Heritage Investment Services Fund promissory �0.�3•� 50% 5,041.92 note#10013661 [rollover from item# 10-pn# 1008309] 12 E 05/31/2007 Heritage Investment Services Fund promissory 5,�•07 509�0 2,650.04 note#1009583 13 F 05/31/2007 Heritage Investment Services Fund promissory 5,�•0� 50°� 2,650.04 note#1009584 Note:detail of above entries per attached two - page fax/letter of Aug.29,2012 from HIS Fund adm. asst. , Denise Folk. Page 2 of Schedule F s�u.�F co�oNV�a.n�oF veNNSnv�wu► .�OIVT dNVI�'.S INHERRMICE T/1X RETURN RES�ENT DECEDENT ESTATE OF FILE NUMBER King,Winifred Mae 21 -12-0878 SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT D Jean Spong Friend E John Butrin Friend F JoAnn Butrin Friend coNwioNw�u.n�oF r�HNsYw�ww SCHEDULE G � INHERITANCETAXRETURN INTER-VIVOS TI'�NSFERS � RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF King,Winifred Mae FILE NUMBER 21 -12-0878 This schedule must be completed and filed if the answer to any of questtons 1 through 4 on page 2 is yes. ITEM DESCRIPTION OF PROF�RTY %OF NUMBER �"`�ide�1°�18f"°d�1°�"°��1°�`f°��p�O� v�►Aiu��s �co�s ��us�� TAXABLE VALUE and the date d Uar�dx. Attach a c�opy d ths deed far teai esWe. i�� (IF APPLIC,ABLE) 1 Allianz annuity policy#70639594[see attached letter 5�.7as•25 100°� 54,746.25 of August 20,2012],decedent's brothers are equal 50°�6 beneficiaries. 2 Heritage Investment Services Fund promissory note 5,�•0� 100°� 3,000.00 2,300.07 #1009585[this joint tenancy asset was created on 5/31/12,the surviving joint tenant being JoAnn Butrin,a �friend]. • I I � i � � I TOTAL(Also enter on line 7,Recapitulstion) 57,046.32 9C�.E H ca�o�xniaFPewasnv�rw► �S�$t �rr�r� � T��•S ESTATE OF King,Winifred Mae FILE NUMBER 21 -12-0878 Debts of decedent must be reported on Schedule I. ITEM NUMBER puNERAL EXPENSES: DESCRIPTION AMOUNT A• 1 Suliivan Funeral Home 11,751.32 51 N. Enola Drive, Enola, PA 17025 2 Romberger Memorials-headstone inscription 150.00 B. ADMINISTRATIVE COSTS: 1. PeraonalReproaentative'aCommissions NsmeofPersonalRepresentative(s) . George E. King , 3�0.00 , StreetAddress 2014th Street . , _ ��Y Summerdale stace PA ziP 17093 � Year(s)Commission paid 2013 2. Attomey'sFees SCOtt M. Dinner, Esq.(est.) 3,420.00 3. Family Exemption:(if deoedent's address is not the same as ciaimant's,attach explanation) ClairnaM StreetAddress C�Y State Zip Relationship of Ciaimantto Decedent a. ProbateFees Cumberiand County Register of Wilis 199.50 5. AxourrtanYs Fees 6. Tax Retum Preparer's Fees .. 7. . OtherAdministrative Costs 1 advertisement of letters-Cumberland Law Joumal/�atriot-News 216.24 TOTAL(Also enter on line 9,Recapitulstion) 18�737.06 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE `�^�TM°F"��""""` LIABILITIES, 8c LIENS M�NIERITANCETAXRETt1RN FILE NUMBER ESTATE OF King, Winifred Mae 2� - �2-os7s Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 PSECU(L9)VISA Loan 298.90 TOTAL(Also enter on Une 10,Recapitulation) 288,90 REV-1613 D(+(11-08) SCHED�JLE J COMMONWEALTH OF PENNSYLVANIA INHERtTANCE TAX RETURN BENEFICIARI ES RESIDENT DECEDENT ESTATE OF FILE NUMBER King,Winifred Mae 21 -12-0878 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Worcis) ($$$) RECEIVING PROPERTY Do Not List Tn�be(s) I� TAXABLE DISTRIBUTIONS(includeout�htspousal distributions,and transfers under Sec.9116(a)(1.2)] 1 George E. King Brother one-half of Trust 2014th Street assets which Summerdale, PA 17093 includes pour-over of residuary estate 2 Daniel E. Potteiger Brother one-half of Trust � 114 Ramsgate Drive assets which Phoenixville,PA 19460 includes pour-over of residuary estate Enter dollar amounts fordistributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II� NON TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 8.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE 0.00 REV-1513 EX+(g.pp) SCHEDULE J CON1�E"�c°F�ETURN�� BENEFICIARIES continued RESIDENT DECEDENT ESTATE OF FILE NUMBER King,Winifred Mae 21 - 12-0878 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) (�$) RECEIVING PROPERTY �ot�uscTn,stss�s� I� TAXABLE DISTRIBUTIONS[includeoutrightspousal distributions,and transfe�s under Sec.9116(a)(1.2)] 3 The Winifred Mae King Revocable Trust entire residue Living Trust(the"Trust") 405 Valley Street . Summerdale, PA 17093 George E. King&Daniel E. Potteiger,TTees Page 2 of Schedule J Execufiors,Tru.s�e+es.or Gwar�iiarts Deed . �i i� � ��, ll��e t P da of , in the year Two � Y Thousand Five(2005�, �Et�eQI'C Wtnifned Mae King, E�cece,�rix of the Estate of Mabel Mae Pot�eiger, deceased (hereinafter called the�rantor),of the one part,and Winifred Mae King, George E. King and Daniel E. Potteiger as equai tenants-in- common, subje�t to a life estate granted to Winifred Mae King under the last will of I�label Mae Potteiger, _ (hereinafter called the Grantee),of the other part ��P��, Mabel Mae Potteiger, formeriy Mabel M. King died on July 18, 2004, testate and a widow, leaving a Will dated September 14, 1985, duly probated and registered in Cumbertand County as Will No. 21-2004-821, wherein she named Winifi-ed Mae King, party hereto, as Executrix of said Last Will and Testament; and WHEREAS, on September 7, 2004, Letters Testamentary were granted to Winifred Mae �King, as Executrix; and WHEREAS, the said Testatrix was survived by three chitdren, namely Winifred Mae King, George Edward King and Daniel Eugene Potteiger, who are the beneficiaries under the Will; and WHEREAS, said Last Will and Testament provided under Article Second: "AI! the vest, residue and remainder af my estate, l hereby give, devise and bequeath to be divided equally to my three (3)children; subject to a life es#ate to my daughter, Winifred Mae King, in consideration of her�having lived with me for many years", and WHEREAS, the residue of the estate includes the premises known and numbered as 405 Valley Street, Summerdate, PA 17093; ,�o� t�jig �ttD�ettture b�it�te�get�j, that the said party of the first part, Grantor, for and in consideration of the sum of One Dollar($1.00) lawful money of the United States of America, un#o her well and truly paid by the said Grantees, at or before the seafing and delivery hereof, the receipt whereof is hereby acknowledged, has granted, bargained and sold, refeased and confirmed, and by these presents does grant, bargain a�d s$N, release � � , , � , �' : � • � � .s� ' . _ _ • �� . �- . :. _.__.�.��_.;�� .�.� _� � � �'�. `;�"'''•� � . , ��'�3r�r�� #�',�� •�' '� �►!" ��, +�,.�,,��-, _ �'�� '��,��.�'�_��'' �� ;�;-: x � �`�' '��,�• ��=��' �� '�;.� �� '� ��, -P _ ` � . � � ��w� ��:�►�,f �'��.�� —`b f�. .r .►�� :��'' !� � � '�� . �' , �,��,,��.��r,,�� ,,,-�M,,,,,� � .1��,��" �� ; ;��. � �� '` `�•.�M►�,- '� ',�'� � ,�' �il�','� � ti�i��,�t �., � ' �� ; t�� -1 ''�'�� j ��+� � ' —. . �1► �� '�� .,,-�.,,, � .,� �� . � � �� ,�� . ,� �� : . �,'�� P ��+�►�-��►�r�,�';�r.�--.► ;� '-'�4� ��:1�� $� �► �� fis ;�e�. .��,,� +� ..�,�� 1 � .,� �' ��,��' � " . a{`:.� - ��t� + � '�� v s ��.>,rt��y�� • - � re �..d y��I�.�`"� �' � ��'� �� Z�. * � � �r� , � � �� .. • , �,��' . . � �'�' �.,, ��. .. . � . . - - . - , � • � . � � • � � � �. .. . � -. ... 11 .: 11 1 . � • - •• - 1 • •- �_ . - . • - 1 _ � , ; - � � - - � - . 1 1 � • ' - - � - 1 1 1 ' - - • - 11 - �. - 1 11 1: 11 11 ' � . . �. ' :• ' • ' � � � _ - � � • � � - '- • . . - 11 � � • • • ' •• . :• . :. Hu°Jl��-L�l;'w '� !i : !y � ;-, rx!► �:f, r. uu[ ■ �� 'Y'AG�INVESTMEN'I' SBRVIC'�5 PVN'D � SENT VtA FAX .qr,invcstni��nt th�it w��!.�s August 29,2D12 Scott M. Dinner,Esq. 3117 Chestnut Street Cemp Hil!PA 17011 Re: �of . l�1�.��R-�...Qf,�l��h��,�,ir�t 7j31l1z�, �SS.�95.6 Uear Stott: Sch. F PleBSe find the f0!!owing infurmatiun as requested: Joint �enant Letter_ Note�100�304-�nception date; 2/22i05 Daniel E. Pottetger,lTROS -A- „ Note#i10083d5-Incepti�n date: �/2�Ja5 „ " Note i�1008306,inception date; 2/22/OS " �� Note�f1008307 -Inception date: 2f 72�05 " " Note#�100696U- Inc�ption datt: 3/S/03 '' " Note�t1006961-Inception date: 3/SJ03 " �� Note�10�0195-�Incept��n date: SJ29/OS " � " Note u100�348--I�ceptio�date; 2/22i 0S George E.King,JT RC?S -B- Note#1009581-ir�ception�aCe; S/�1/11 Nancy Ciark McGiawn,JTROS -C- Note�1008309-lnception date: 2/22;05 Jean Spong,lYROS _-n- Note#iQ136E1--f�ception date: S/25J12 Jean Spong,JTft05 -D- Note#1009583-Incepiio�date: 5/3�107 lohn eittrin,JTROS -E- • Note i�1009584-inception date: 5j31jQ7 loAnn 8utri�,1TROS -�'- -- wc�te��i��-Inception date: S/3�/12 Joanrt�utrin,JTROS �eported �r Sc . G Item #2 � Please let me know if you have any quest�c�ns. Sincerely, �� Qenise Falk Administrative Assista�t .',l�.�c:�l'�.C�UK1':S�'k IOi .'1�l�:C'4-iel�ia(;St�Lfltt;.A.� !%US� . Tnll rrrc: t��h.11 tI.Ol+;:t) . r': '1^ ?9:+.p7R�F . I': :17.''y;.��5bti :l:!`..'��L�J1�1��'�ir : 1 .y !�l� - ^NA !\_�, f. J'::1 , �.. .�: � 3 Kac;tsyy Ct Ste 10� ;Wechsnicsbu�PA 170�5-82�1 � �7i7}7�..9784 �, HERITAGE INVEST1�iENT S�RVICES PUND An inv�tstrn�rst that works W�M Kin4 P.O.8ox 395 Jui 31�2012 405 Jativy St Sumrnetdale P� 17U93-800G Sch. F A � �ai� ,� .?.��_ _&s�3 � � � l�I�i Y�R4..�t '�t�89� 5.�0°�i► 3/5�I�018 s0.00 588.35 g0•OG 50.00 $5,393.21 - 5 10Q6861 5.00% 3J51'2016 $0.00 �88.3b SO-80 50.00 55,3$9.21 -- ,6 �008344 s.009� 21't2/2013 go.oa 32'5.83 �o.(�C} 50.00 St.4a�.r2 --- �1 10083�5 S.OU°1�o ?!'Z212013 �0.00 523.83 sO.OG 50.00 =1,447.22 - 2 14C8306 3.04''/� 21"Z?/2013 i0.00 $23.83 �Q.04 50.00 51,447,22 4 1CQ8307 5.00°� 7122��013 SO-00 $23.83 $('i.00t SQ.00 51.447.22 -- 10083�8 5.00°� 2J22l2013 sC'.00 $23.83 SO•00 �0.00 �1�447.22 - $ 160A309 2.15°Yo N/A $1,578.92 $38.38 $1 i?.UOO.tiO $t1.0(3 5�39.52 - 1 0 1009581 S.OQ7�5 S/31/20'15 �0.00 587.3a $�.04 50.00 55.300.QT -�-.-- 9 1006663 5.009e S/31/ZOiB �.�0 387.30 �n.00 $4.00 5S,3t�.07 � 2 �oosse4 �.c� �svzo�s so.00 a8r.� so.00 so.00 �s,ac�o.aT :---- � ? � 6.�'°Xe f�131/�'16 �Fi.00 587.3t� 53.00 �i0•�' �:�4A7 , �., tOtG19� d.2�°� aedse�ed �0.00 �SO.r� �,�6v.88 3u,0o i0,00 10101 SS 4.50°ti 5/2912a17 ;6,160.88 548.62 Sa.00 �.00 56,209.50� � 1013461 4.fi0y. 5/2b/2017 S10,Q00.00 s83.84 50.00 ;O.OU ;10,083.8�4 �--� 1 � � �� '�.. �� =�' � o� ��C�� a �,,y .�`Y.�Y►�nt- �i ///yyy �✓ � �� ` Y �O � p�� • TG'7AL ON OEPOSIT 5�8,385.6c � � t:. 08/15/2012 Scott M.Dinnei•, Esquire 3117 Chestnut St. Ca1np Hill, PA 17411 - - __ Re: WINIFRED M KING,Deceased. PSECU Reference#8156815952353 Dear Attorney Dinner: The above referenced person has an account with PSECU which was opened on March 3, 1981. pn May 7, 1999,Winifred requested the account type be changed to a Living Trust Account. The Share accounts were individually held by WTNIFRED M KING.The Personal Service Loan(PSL)and the Visa loan were inc�ividu�lly held. The following are the Date of Death Balances for WINIFRED M KING's account with PSECU: Account Date of Death Balances Interest—July 1-31 Shares: (S 1)Savings $10.01 $0.00 (S4)Checking $10,904.72 $0.96 Loans: (Ll)PSL $0.00 (L9)Visa Loan $298.90 The balances shown above for the Share accounts include the amount of interest that was eamed between July 1 S`and July 31 S` The(L9)Visa Loan has been paid in full. The account has been closed. If you have any questions,please contact me at(717)234-8484 or toll-free at(800)237- 7328,press 6, extension 3120. Sincerely, " J ��,�/1 /�,./ , � 7, Sandy Fa ey ,� ~�� Member Service Representative PSECU Pennsylvania State Employees Credit Union 1 Credit Union Place,P.O. Box 67013,Harrisburg,PA 17106-7013 •800.237.7328• »pSecu.COm T�u��nrn�r uuim�ir rrnrn��ro�urunrn nvT��r u�r�n�u�rnrmT uuin►��n�nu�crn�Tinu rn�i�i A1fIfADT11�11TV 1[NI�[D A{li�nz Lite Insurantx Company of North America �11�anz ��t PO�x Sb060 M�neapoNs,MN 65459-0�60 �0.�'S0.1982 Au9utt 20,20t2 ESTATE QF WINIFREO KING V!A EMAII TO' JOL1N1814�VERIZON NET Re: Wi�ifred Kinp,deceaa.d O�ar E�c�cubor: Thia tetd�r is:�nl�srenc,�to your rcqu�t for the dete of death value o�the followir�poticy numbeMs}. ArptuNy PoBer Number 70638594 Gash S�,rr�nder Vaiu� =54,748.25 ag pt 07l311201 z Shouid yo�have any questian�,plea�e feel free to eontact our o�c�st s00.�'50.1962. Thsnk you. Annuity Clairns Al�nz Li}�e Insuranoe Comps�y�i North America LCL•1020 rev 7/1/09 _ _ � . __ _ _ SCOTT M. DINNER, ESQUIRE TE�.: (717) 761-SA00 31 17 CHESTNUT STREET FAX: (717) 761-�006 � CAMP HFLL� PA 17Q1 1 October 8, 2013 Cumberland County Register of Wills � One Courthouse Sq�are Carlisle,PA 17013 Re: Estate of Winifred Mae King(KEstate") . � .#21-12-0878 The following items are being submitted on behalf of the Estate: 1. REV-1500 Inheritance Tax Return Resident Decedent [2 copies]. 2. a check for$15. (filing fees)payable to `Register of Wills'. �.�: � �-.�_� � �-' '�7 � p t'�i � , �„ 'C� � � � � Thank U. � � � c�' �� ' C� �„' � r � � � �".� ��,� . �► � �:�,; � �,,`� � . ;;�; �,, �p C�7�� „� � -� �;� �./ � � 9� a..e.i.� KM""' ....i Scott M. Dinner,Esquire �' � �..`, µ� � �..., � M � � j.,.�."J enclosures(3) �, ,� � � cs� cc: George E. 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