HomeMy WebLinkAbout12-23-13 (2) RETURN FILED BY GAYE CHARLENE WOLF,
INDIVIDUALLY
� 1505610105
REV-1500 EX(02-11)(FI) .
PA Department of Revenue pennsylvania OFFiCIAL USE oNLY
Bureau of Individual Taxes """'"`"T°`"`°`"°` County Code Year File Number
PoBOx2sosoi INHERITANCE TAX RETURN ' _
Harrisburg,PA i'7128-0601 RESIDENT DECEDENT �� �3 ��%.��
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
235-20-0975 ' 03/25/2013 ' 03/16/1923
, ,
� _ __ _ _ ;
DecedenYs Last Name Suffix DecedenYs First Name MI
_. _. _ _ _
WARD I , ' ROSCOE C '
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
__ __ _ __.
N/A ' ' ' i '
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVAIS BELOW
� 1.Original Return O 2.Supplemental Return p 3. Remainder Return(Date of Death
Prior to 12-13-82)
O 4.Limited Estate O 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return Required
death after 12-12-82)
� 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Nurrtb�r �.7
JAMES D. CAMERON, ESQ. _ (717)_��755 ��� � � '
. _ _, ;�_. �..? � e� _-
RHG'ISTfR QA WILL'S� SE O��IJ�`f�•`;-�
.`�.S =,, f` f\) ;.,,, r�.1
r .�._ �.,, c..a �.:�
First Line of Address : f r: , � C�� , '
--, �
1325 NORTH FRONT STREET : �� �' '� �:.s `_ . '
Second Line of Address . _ .`:; F._, � .� ,�
_ _ .. _ __ _ w �..� �.,._
- }. a c:; ���
' ° i.�? -;�
City or Post Office State ZIP Code DATE FILED
_. __ _.. _
'HARRISBURG PA i '17102
. .
__
CorrespondenYs e-mail address:jdCeSq@IOC81net.COm
Under penalties of pery'ury,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.
SIGN T OF PE N RE ONSIBL FO FI RETURN /� ���I�
ADDR SS
11 Eml Lane, Mechanicsburg, P 17050
SIGNA REP ER HER THAN REPRESENTATIVE DATE
l-/ -/
AD E
1 North Front Street, Harrisburg, PA 17102
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610105 1505610105 J
�
J 1505610205
REV-1500 EX(FI)
DecedenYs Social Security Number
oecedent's Name: ROSCOE C. WARD, DECEASED ',235-20-0975 ',
RECAPITUTATION
1. Real Estate(Schedule A). ....... ..................................... 1. 0.00 '
2. Stocks and Bonds(Schedule B) ..................:. ...... ............. 2. :': 0.00
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. ! 0.00 '
4. Mortgages and Notes Receivable(Schedule D)................. ... ....... 4. °' 0.00 i
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. .! 0.00 '
6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. ; 18,697.01 !
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property "
(Schedule G) O Separate Billing Requested........ 7. f 37,655.73 '
_,,.,,.....
8. Total Gross Assets(total Lines 1 through 7)............................. 8. ' 56,352J4 '
9. Funeral Expenses and Administrative Costs(Schedule H).. ... .............. 9. 16,049.27 '
...M_
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)... ... ......... 10. .! 530.28 '
__. ���.�.._. �_� ._.._.._ . ..
11. Total Deductions(total Lines 9 and 10)...... ........ ... ...... ... ....... 1L ' 16,579.55 ,
< .... ._ . _ .
12. Net Value of Estate(Line 8 minus Line 11) ........... ...... ... ... ....... 12. 39,773.19 '
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which �������� ���` ��"� ° ���- � �---- -�'
an election to tax has not been made(Schedule J) ........... ............. 13. ; 0.00 '.
.__„_„ .. _. .
14. Net Value Subject to Tax(Line 12 minus Line 13) ......... ... ............ 14. 39,773.19 .
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.0- ' 15. 0.00 '
16. Amount of Line 14 taxable ��� ������� " ��� �� � �` �� - �-° w ��� - ���
at lineal rate X.0 45 ! 39,773.19 ' �g. ,' 1,789.79
......_, . _� .._. _.. ., __ _.,_ _.,_.. �... ..__.. .__.._..
17. Amount of Line 14 taxable - -~~- ---°
at sibling rate X.12 ; 17. '' 0.00 '
... .__. __ _�_ . ...... . . ... ..___ __-
18. Amount of Line 14 taxable ° � - °- I
at collateral rate X.15 . ' ; �g. ', 0.00 :
19. TAX DUE ..... .............. ... ................................... 19.1 1,789.79 ;
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
L 1505610205 1505610205 J
REV-1500 EX(FI) Page 3 File Number
Decedent's Compiete Address:
DECEDENT'S NAME
ROSCOE C. WARD
STREETADDRESS --- -----
4905 East Trindle Road
CITY ' STATE ' ZIP
Mechanicsburg ; PA ' 17050
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 1,789.79
2. Credits/Payments
A.Prior Payments 2,000.00
B.Discount 105.26
Total Credits(A+B) (2) 2,105.26
3. Interest
(3) 0.00
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. (4) 315.47
5. If Line 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
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, �,wr ...=u ,� .�..� "> :as, . n." `.�-.s."' .��.g. z:.:� W k'8�"�z�z� ,, �i. : �rr. -;� .. _. .
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred.......................................................................................... � �
b. retain the right to designate who shall use the property transferred or its income ............................................ � �
c. retain a reversionary interest .............................................................................................................................. ❑ �
d. receive the promise for life of either payments,benefits or care?...................................................................... � �
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. � ❑
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,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,
� � . � � y "k'� � � ..��:�z�
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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 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 decedenYs 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 decedenYs 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-15og EX+(o1-io)
,
� pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE
�� INHERITANCE TAX RETURN 70INTLY-OWNED PROPERTY
RESIDENT DECEDEIVT
ESTATE OF: FILE NUMBER:
Roscoe C.Ward,deceased 21-13-0528
If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A•Gaye Charlene Wolf 11 Emlyn Lane, Mechanicsburg, PA 17050 child
B.
C.
JOINTLY OWNED PROPERTY:
LEffER DAlE DESCRIPTION OF PROPERIY Mo OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF F7NANCIAL INSTITilTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR]OINTLY HELD REALESTATE. VALUE OF ASSET INTEREST DECEDENT'SINTEREST
1' A' 04/02/2008' Pentagon Federal Credit Union share savings account(see attached) 5.00 50% 2.50
2. A. 06/0212010 Pentagon Federal Credit Union money market certificate(see attached) 5,662.70 . 50% 2,831.35
3. A. 01/24/2013 One-half interest as joint tenant with right of survivorship in 1,276.871
shares General Electric Company stock 28,180.54 50%0 14,090.27
4. A PNC Bank account number 5110652846 2,124.33 50% 1,062.16
5. A PNC Bank account number 5006244877 1,421.45 50% 710.73
TOTAL(Also enter on Line 6, Recapitulation) $ $18,697.01
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX+(08-09)
� pennsylvania SCHEDULE G
_____ . DEPARTMEN70FREVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Roscoe C. Ward, deceased 21-13-0528
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
NUMBER IN0.UDEIHENAMEOFTHEIRlWSFERff,THQRRELATIONSHIPTODECEDENTAND DATEOFDEATH %OFDECD'S EXCLUSION TAXABLE
1HEDATEpFTWWSFER.AI7ACHpCOPYOFTHEDEEDFORREALES'fq7E. VALUEOFASSET INTEREST iFnvvucne�e VALUE
1• One-half interest as joint tenants with right of survivorship in 51.2428 shares
General Electric Company stock given to Gaye Charlene Wolf(child)01/24113 1,130.93 50 565.46
2 One-half interest as joint tenants with right of survivorship in 1,276.871 shares
General Electric Company stock given to Gaye Charlene Wolf(child)01/24/13 28,180.54 50 14,090.27
3 Cash gifted to Gaye Charlene Wolf(child)on March 20,2013
26,000.00 100 3,000.00 23,000.00 '
�
TOTAL(Also enter on Line 7, Recapitulation) $ $37,655.73
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(08-13)
�pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Roscoe C. Ward, deceased 21-13-0528
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A• FUNERAL EXPENSES:
1' Malpeui Funeral Home
13,568.22
2. Sunset Restaurant(family funeral dinner) 1,466.05
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
Z• Attorney Fees: 1,000.00
3• Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation.)
Claimant
Street Address
City State ZIP �
Relationship of Claimant to Decedent
4• Probate Fees
5• Accountant Fees:
6� Tax Return Preparer Fees
�• Register of Wilis of Cumberland County(filing fee--PA Inheritance Tax Return) 15.00
TOTAL(Also enter on Line 9, Recapitulation) $ 16,049.27
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
� pennsylvania SCHEDULE I
DEPARTMENTOFREVENUE DEBTS OF DECEDENT,
INHERITANCETAXREfURN MORTGAGE LIABILITIES &LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Roscoe C. Ward, deceased 21-13-0528
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1� William W.Campbell,Esq.(invoice of 03/08/13)
85.00
2. Spirit Physician Services(medical expense not covered by insurance) 5 29
3. Pulmonary&Critical Care Medical Associates(medical expense not covered by insurance) 31.62
4. Pinnacle Health Emergency(medical expense not covered by insurance) 28.31
5. Diamond Pharmacy(medical expense not covered by insurance) 15.00
6. Quantum Imaging&Therapeutic Associates(medical expense not covered by insurance) 8.97
7. Physicians of Rehabilitation Industiral and Spine Medicine(medical expense not covered by insurance) 14.75
8. American Express(balance due) 162.34
9. Michael Langan,Treasurer(2013 County/Municpal tax bill) 5.00
10. Azizkhan Internal Medicine(medical expense not covered by insurance) 61.61
11. Holy Spirit Hospital(medical expense not covered by insurance) 48.94
12. Pinnacle Health Hospitals(medical expense not covered by insurance) 63.45
TOTAL(Also enter on Line 10, Recapitulation) $ 530.28
If more space is needed,insert additional sheets of the same size.
REV-1513 EX+(01-10)
"� �pennsylvania SCHEDULE �
DEPARTMENT OF REVENUE
INHERITANCE TAX REfURN BE N EFICIARI ES
RESIDEM DECEDENT
ESTATE OF: FILE NUMBER:
Roscoe C. Ward, deceased 21-13-0528
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY RE oTN tSL st T ust e(s)NT AMOOF E�ATE ARE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1• Gaye Charlene Wolf, 11 Emlyn Lane,Mechanicsburg,PA 17055 child 100% Schedule F
& 100% Schedule G
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF 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:
L
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
L
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.
LAST WILL AND TESTAMENT
OF
ROSCOE C. WARD
I, ROSCOE C. WARD, of the Township of Hampton, County
of Cumberland and Commonwealth of Pennsylvania, do hereby make,
_ ...w.. . ;�. ,__�.� _ ._
- . __� .�_.___ _ _,_....
. ..
_ _�.
publish and d�ciare tYiis to be my Last Will and Testament,
hereby revoking all prior wills, codicils and testamentary
writings . This Will does not govern and shall not be deemed to
limit my right to make or change beneficiary designations or re-
title my assets at any time .
ARTICLE I
r give all of my estate after payment of debts, costs
of adm'Ynistration and taxes, including lifetime taxes� �nd estate
or inheritance taxes on property passing under this `will, all� of
which shall be paid out of the pr�.nr,ipal of the residue of my
estate as if they were expenses of administration, as follows :
A• I give sixty-four percent (640) thereof in four
(4) equal shares, per stirpes, to my children, R�JNALD G. WARD,
_ ...
RICKEY D. WARD, GAYE CHARLENE WOLF and MARK B . WARD,
B. I give two percent (2%) each to my fifteen (15)
grandchildren, CHRISTOPHER DULANY, SHANNON E. WARD, ROSS D.
WARD, HANNAH M. WARD, DEREK T. WOLF, KYLE S . WOL�, BRITNEY L.
WOLF, MARCI L. WARD, RACHAEL A. WARD, NATHANIEL B . WAR.D, MATTHEW
R: WAR.D, CHRISTINA V. WARD, JAMES T. WARD, JOHN C. WARD and �
TIMOTHY M. WAR�i.
C- I give one percent (ls) to WRIGHTSDALE BAPTIST
CHURCH.
D. I give five percent (5s) to GAYE CHARLENE WOLF if
she survives as Executrix hereunder. If she does not, I give
this gift in equal shares to those taking under paragraph A of
this Article . .
ARTICLE II
If any beneficiary hereunder has not attained twenty-
,. _._ - ��-,�{.-�:��_..���s_ ��€ -�.•�.� �,�;. �„�,�,�;,.�-�.�Q- ��..,,��� ��r�r,�; �k,�.t
beneficiary' s share shall be paid to a custodian named by my
personal representative under the Uniform Transfers to Minors
Act in effect at the time of my death in the jurisdiction in
which my estate is settled. This custodianship is to continue
until the time said beneficiary attains the age of twenty-one
(21} years . I= no Uniform Transfers to Minors Act is in effect
in such jurisdiction, my personal representative -nay elect to
appoint a fiduciary pursuant to a substantially e�uivalent Act
in such jurisdiction. In the absence of a Unifor:n Transfers to
Minors Act or an equivalent, as determined in my personal
representative ' s sole discretion, that beneficiary' s share shall
be paid to a custodian under the Pennsylvania Transfers to
i�Iiriors Act iri effeet a� the .time of my death. :L authorize my
personal representative to select any person or trust company,
including my personal representative, to serve as custodian or
fiduciary.
ARTICLE III
I naminate, constitute and appoint GAYE CHARLENE WOLF
to be the E�ecutrix of this my Last Will and Testament, and in
the event that GAYE CHARLENE WOLF should be unable or unwilling
2
to serve in said capacity, I do then nominate, constitute and
appoint RONAL� G. WARD to be my Executor. I direct that my
Executrix or Executor shall not be required to past bond or
sureties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this ���'� daY of ��,� , 2013 .
C �� '� . (S EAL)
ROSCOE C. WARD
SIGNED, SEALED, PUBLISHED and DECLARED by the above-
named Testator, as and for his Last Will and Testament, in our
presence, who in his presence, at his request and in the
presence of each other, have hereunto set our hands and seals as
a esting wit�esses .
.. . �f(./
(SEAL) (SEAL)
3
Estate of Roscoe C. Ward, deceased
No. 21-13-0528
EXPLANATION OF APPLICATION OF TAX PAYMENTS
On June 25, 2013, Gaye Charlene Wolf, individually, made a payment on account of
Inheritance Tax due, in the amount of$2,000.00. This payment is shown on page 3 of the REV-
1500 filed by Gaye Charlene Wolf, individually, on line 2.A. of the section titled "Tax Payments
and Credits". The Discount shown on line 2.B. of this same section, $105.26, is calculated upon
the $2,000.00 payment on account. A copy of the Receipt for the payment is attached to the
Return.
On the same date, the Estate also made a payment on account of Inheritance Tax due,
in the amount of$1,500.00. This payment was made to the same file number as the Estate, but
is intended to be payment for tax due as calculated on a separate Rev-1500 filed by the
Executrix, for the Estate (the same being filed contemporaneously with the filing of this Return).
Both payments on account have been credited to the same Revenue file number (there
being only one decedent but two Returns). Only $2,000.00 is to be applied against the tax due
on this REV-1500, filed by Gaye Charlene Wolf, individually. The second payment, of
$1,500.00, is to be applied against the tax due upon the separate REV-1500 filed by Gaye
Charlene Wolf, as Executrix, under the same Revenue file number.
COMMONWEALTH OF PENNSYLVANIA � -. . � .. ,� � HtV-1'ItiZ hX�l�I-yb)
DEPARTMENT OF REVENUE - - "r��
BUREAU OF INOIVIDUAL TAXES
DEPT.280801 � � � 4� �.
:�, 1�
.p
HARRISBUFG,PA 17128•0601 ' ' '��4' `��
PENNSYLVA(�,JA '
RECEIVED FROM: INHERITANCE AND ESfiAI�E Ti4�iC ' � '��,,n
OFFICIAL RECEIPT ° �°�•
NO. CD 017789
WOLF GAYE CHARLENE
11 EMLYN LANE
MECHANICSBURG, PA 17055-8017
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold
""""" """"
101 � S 2,000.00
ESTATE INFORMATION: Ssrv: 235-20-0975 I
FILE NUMBER: 21 13-0528 I
DECEDENT NAME; WARD ROSCOE C I
DATE OF PAYMENT: 06/25/2013 I
POSTMARK DATE: 06/24/201 3 I
COUNTY: CUMBERLAND �
DATE OF DEATH: 03/25/2013 I
�
TOTAL AMOUNT PAID: 52,000.00
REMARKS: RCPT TO ATTY
CHECK# 107
INITIALS: DB1
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
%��
"' PENFED
�
PENTAGON FEDERAL CREDIT UNION Box 247009,Omaha,NE 68124-7009 800.247.5626 PenFed.org
June 7,2013
Mr.James D.Cameron, Esq. RE: Roscoe C.Ward
1325 North Front Street File#: 3116356
Harrisburg,PA 17102
--___- --- - -- ..__
_ ___._.___ _--___ _- - -- . .
-
Dear Mr.Cameron, _ _ __ __ _. _
This letter is in response to Ms.Gaye Charlene Wolf's request as Executrix of Mr.Ward's Estate.
Our records confirm the following ownership for Mr.Ward's accounts with PenFed:
Account# Account Tvpe Ownershin Tvpe Joint Owner(sl/Co-borrower
******6-01-9* Share Savings Joint Owner With Survivorship Gaye Charlene Wolf
: ******6-03-4* Money Market Savings Individual N/A
*.*****9-56-0** Money Market Certificate Joint Owner With Survivorship Gaye Charlene Wolf
` ************0784* Visa Platinum Credit Card Individual N�q
*These accounts were all opened on April 2, 2008 wiih no changes in ownership requested.
*�`This account was opened June 2,2010 with no change in ownership requested.
Please find below the date of death values foc Mr.Ward's deposit accounts per your request:
Account Number Princinal Balance Dividend Accrued Total DOD Balance
******6-01-9 $5:00
$0.00 $5.00
******6-03-4 $39.31 $0.00 $39.31
******9-56-0
$5,662J0 $1.11 $5,663.81
If you have any further questions,please contact us at 1(800)247-5626.
-- --------_.__ ----
_.._—»;,. _ .
�._____ _ _ __�
Sincerely, - - - --- _ ____�__---
��%9����
Chandra Varn
Estate Account Specialist
Cieneral �lectric C;ompany Historical Yrices Ci�; � llailyr'inance Page 2 of 3
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Malpezzi Fune�al Home
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8 Market Plaza Way - - - .- --.- �-� °'° �_ � (717)697-4696
Mechanicsburg,PA 17055 www.MalpezziFuneralHome.com
Jeremy J.Shartzer,FD Michael J.Malpezzi,Owner,FD Kyle C.Knipe,FD
Apri122,2013
G.Charlene Wolf
11 Emlyn Lane
Mechanicsburg, PA 17055
The Funeral Service for Roscoe Clemans Ward
-
---
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every
way we can. Please feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES,FACILITIES,AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
i. PROFESSIONAL SERVICES:
Out of town transportation $325.00
Services of Funeral Director/Staff $5,475.00
FUNERAL HOME SERVICE CHARGES $5,800.00
SELECTED MERCHANDISE:
Stainless Steel Casket $3,650.00
On Freedom's Wing Register Package $235,00
Service Bulletins $160.00
THE COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE
THAT YOU HAVE SELECTED $9,845.00
AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO
OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES.
CASH ADVANCES:
Certified Death Certificates $72.00
Newspaper Notices-Patriot $544.52
Newspaper Notices-Lancaster
---._..__ ._....�-- --,�._ $579.60
. ______ _
Newspaper Notices-Baltimore " •-=
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$462.00
Newspaper Notices-Philadelphia $815.40
Newspaper Notices-Clarksburg $274.50
Flowers
$975.20
TOTAL CASH ADVANCES AND SPECIAL CHARGES $3,723.22
SUB-TOTAL $13,568.22
INITIAL PAYMENT/DISCOUNT/CREDITS $0.00
TOTAL AMOUNT DUE W�~Y��$13,568.22
JAMES DURYEA CAMERON
ATTORNEY-AT-LAW
1325 NoRrH FRONT STREET
HARRISBURG, PENNSYLVANIA 17102
LICENSED IN BOTH PENNSYLVANIA
AND MARYLAND TELEPHONE: (7V) 236-3755
FACSIMILE: (717) 236-3655
December 20, 2013
Office of the Register of Wills " ��=-� � �''
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CUMBERLAND COUNTY COURTHOUSE
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Carlisle, PA 17013 �' ''' `� rv µ�-; $�
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Re: Estate of Roscoe C. Ward, deceased ��' `�'
No. 21-13-0528 . !�� .
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To Whom It May Concern: -- '��' ��"` `''
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You will find enclosed the original and one copy of an Inventory for the above-
referenced Estate, together with the original and two copies of a REV-1500 filed by the
Executrix.
Also enclosed are the original and two copies of a REV-1500 filed by Gaye
Charlene Wolf in her individual capacity, together with her check, number 116, payable
to "Register of Wills", in the amount of$15.00, in payment of the filing fee for this
document.
Kindly file the original documents and return the date-stamped copies to us in the
envelope provided. Please contact my office if you have any questions. Thank you.
Sincerely,
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C.��i��'�-.,_._
Ja e D. Cameron
JDC/sg
Enclosures
cc: Gaye Charlene Wolf, Executrix