HomeMy WebLinkAbout01-24-13 (2) � 1505607121
REV-1500 EX (06-05) OFFtCIAL USE ONLY
- PA Department of Revenue
Bureau of Individuai Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Hamsbu�q,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1, 8 8 1 2 4 0 2 5 0 2 1 3 1 9 2 5 1 0 3 0 2 0 1 3
Decedent's Last Name Suffix Decedent's First Name M�
G A S S E R T E D Y T H E M
(If Applicabie)Enter Surviving Spouse's Informatlon Below
Spouse's Last Name Su�x Spouse's Fi�st Name (��
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Originai Return � 2.Supplemental Return � 3. Remainder Return(date of death
prior to 12-13-82)
� 4. Limited Estate � 4a.Future Inte�est Compromise(date of � 5.Federal Estate Tax Return Required
death after 12-12-82)
� 6. Decedent Died Testate � 7.Decedent Maintained a Living Trust 0 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 8E COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX IN RMATION SH BE���ED T0:
Name Daytime�¢I�one Nur�ber ,� �,
....
G E R A L D J S H E K L E T S K I E S Q 7 1 � �� 4��'" 7 �' �. 5 :
r'n � r� r�+ �
Firm Name(If Applicable) RE,tsT •, Lu! E a Y�
� �
S T 0 N E L A F A V E R S H E K L E T S K I � �' � � -�n �
First line of address '`� � � � ;� �
4 1 4 B R I D G E S T �' � +��- � .
Second line of address „"�� �"�'
tll
P . 0 • B 0 X E
Clty Of POSt O�Ce Stat@ ZIP COd@ DATE FII.ED
N E W C U M B E RL A N D P A 17 0 7 0
�orrespondent's e-mai�address:GSHEKLETSKIaSTONELAW•NET
Unde�penalbies of pe�ry,I dedare th�t I ve examined this retum,induding acoompanying schedules and statements,and to the best of my knowledge a�belief,
it is true, nd complete.Oedara of p ther than the personal representaWe is based on all infonnation of which p�eparer has any knowledge.
SIGNAT LE IUNG RETURN ATE '�
�--��`-- 2CJ/
ADORESS
. STEVEN SELLERS 421 ROSEWOOD LN• , HARRISBURG PA 17111
StCs F OT �ENTATIVE ' q
ADDRESS
GERALD J • SHEKLETSKI, ESQ• 414 BRIDGEST• , NEW CUMBERLAND PA 17070
PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1�505607121 1505607121
� 1505607221
REV-1500 EX Decedent's Social Security Number
oecedenes Name: E D Y T H E M • G A S S E R T
RECAPITULATION
1. Real estate(Schedule A) . . . . .. . . .. .. . . ... . ........ . .. . . . .... ... . 1. •
2. Stocks and Bonds(Schedule B) . . .. .. ..... ... .. .... . .. . . . . ... .. . . 2• 4 5 3 2 . 2 0
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) .... . 3. •
4. Mortgages 8 Notes Receivable(Schedule D) . . .... . .. .... . . . . .... . . . 4. •
5. Cash,Bank Deposits 8�Miscellaneous Personal Property(Schedule E) .. ... . . 5. 3 8 7 5 6 . 4 9
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . .. . . . . 6• •
7. Inter-Vivos Transfe�s 8 Miscellaneous N�Probate Property 1 5 2 0 8 . 9 9
(Schedule G) Separate Billing Requested .. . . .. . 7.
8.Total Gross Assets(total Lines 1-7) . ... . . . .. . . .. . . . . . . . . . . . . 8. 5 8 4 9 7 , 6 8
9. Funeral Ex enses 8 Administrative Costs Schedule H 9. 1 � � 9 9 . 6 5
p ( ) . . . . . . . . . . .. ... .
10. Debts of Decedent,Mortgage Liabilities,8 Liens(Schedule I) . . . . . .. ... . . 10. •
��, Total Deductions(total Lines 9 8�10) . .. . . . . .. . . . . . . . ... .. . . . . . . >>. 1 0 0 9 9 . 6 5
12.Net Value of Estate(Line 8 minus Line 11) .. ..... . ... . .... . . .. . ... . 12. 4 8 3 9 8 . 0 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 1 6 5 9 4 . 5 2
an election to tax has not been made(Schedule J) .. . . . . . . . . . ...... . 13.
14.Net Value Subject to Tax(Line 12 minus Line 13) . . .. . . . . . .. .. . ... . 14. 3 1 8 0 3 . 5 1
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.0 0 . 0 � 15. � . 0 0
16. Amount of Line 14 taxable
at lineal rate X.0 0 . � 0 16, 0 . 0 0
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0 0 �7, 0 . 0 0
18. Amount of Line 14 taxable 3 1 8 0 3 . 5 1 4 ? 7 0 . 5 3
at collateral rate X.15 18.
�s.Tax Due . . .. . .. .. .. . . .. . .... . . . .. . . ... .. . . . . .. . . . . . . . . . . 19. 4 7 7 0 . 5 3
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 1505607221 1505607221 J
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 13 1190
DECEDENTS NAME
EDYTHE M • GASSERT
STREET ADDRESS
824 LISBURN ROAD
CITY STATE ZIP
CAMP HILL PA 17011
Tax Payments and Credits:
1• Tax Due(Page 2 Line 19) (1) 4,??0•5 3
2. Credits/Payments
A.Spousat Poverty Credit
B.Prior Payments
C.Discount 2 3 8•5 3
Total Credits(A+B+C) (2) 2 3 8•5 3
3. InteresUPenalty if applicabie
D.Interest
E.Penalty
Total InteresUPenalty(D+E) (3) 0 •0 0
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. (4j 0•0 0
5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 4,5 3 2 •0 0
A.Enter the interest on the tax due. (5A)
B.Enter the total of Line 5+5A.This is the BALANCE DUE. (56) 4,5 3 2•0 D
Make Check Payable to: REGISTER OF WILLS, AGENT
��� . . �. ' �rs. . '��� �:����`�� ,,. .x=;�������,.�
, < r <�°-�.,�
PLEASE ANSWER THE FOLLOWING QUESTIDNS 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;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"or payable upon death bank account or security at his or her death? ......... ❑ 0
4. Did decedent own an Individual Retirement Account,annuity,or other non-probate propert}r which
contains a beneficiary designation?.................................................................................................. 0 ❑
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 January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three(3)percent(72 P.S.§9116(a)(1.1)(i)].
For dates of death on or afte�January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero(0)percent
(72 P.S.§9116(a)(1.1)(ii)].The statute does not exemQ a transfer to a surviving spouse from tax,and the statutory requirements for disctosure of assets and
filing a tax retum 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 twenty-one years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a stepparent of the chitd is zero(0)percent p2 P.S.§9116(a)(1.2�J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half(4.5)percent,except as noted in
72 P.S.§9116(1.2)(72 P.S.§9116(a)(1 jJ.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve(12)percent[72 P.S.§9116(a)(1.3)].A sibling is defined,under
Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1503 EX+(6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EDYTHE M • GASSERT 21 13 1190
All property jointly�owned with�ight of survivoBhip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t. 5], SHARES MET LIFE COMMON STOCK 2,499•00
�2498•49• THOMAS W• GASSERT DIED JULY 31, 2012,
WHEREBY ALL SHARES VESTED IN HIS SURVIVING SPOUSE
EDYTHE M. GASSERT, THE DECEDENT•
51 SHARES X $49• 00 PER SHARE _ � 2,499• 00
2 • 230 SHARES BANCO SANTANDER, S• A • 2,033•20
THOMAS W• GASSERT DIED JULY 31, 20],2, WHEREBY ALL
SHARES VESTED IN HIS SURVIVING SPOUSE, EDYTHE M•
GASSERT, THE DECEDENT•
230 SHARES X � 8 •84 = � 2,033•20
TOTAL(Also enter on line 2,Recapitulation) S 4,5 3 2•2 0
(If mo�e space is needed,inse�t additional sheets of tt�e same size)
REV-1508 EX+(6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS� � MISC.
INHERITANCE TAX RETURN PERSONAL PROPER 1 I
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EDYTHE M • GASSERT 2b 13 1],90
Indude the pmceeds of lidgation and U�e date�e proceeds were received by the estate.
All property joi�ly-owned with�ight of:unrhronhtp mu=t be disclo:sd on Scheduls F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
�. NCFCU ACCOUNT NUMBER 3694 - S1(SAVIN�S) 5•OS
2 . FULTON BANK CHECKING ACCOUNT #1068-31002 7,989• 48
THOMAS W• GASSERT DIED JULY 31, 2012, WHEREBY THE
A«OUNT VESTED IN HIS SURVIVING SPOUSE, EDYTHE M•
GASSERT, THE DECEDENT•
3 . FULTON BANK SAVINGS ACCOUNT #3628-87200 30,761•96
THOMAS W• GASSERT DIED JULY 31, 2012, WHEREBY THE
ACCOUNT VESTED IN HIS SURVIVING SPOUSE, EDYTHE M.
GASSERT, THE DECEDENT•
TOTAL(Aiso enter on line 5,Recapitulation) i 3 8,?5 6•4 9
(If mo�e space is needed,insert additional sheets of the same size)
REV-1510 EX+(6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS&
COMMNHER��n`NCE AX RETURNAN� MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EDYTHE M • GASSERT 21 13 1190
Th�schedule must be completed and�led ff the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM �NCLUDE THE NAAIE OF'THE TRANSFEf1EE,THEIR R�ATIONBHIp TO DECEDENT MID OATE OF DEATH °6 OF DECD'S EXCLUSION TAXABIE
NUMBER THE DATE OF TRMISFER ATTACN A COPV OF THE DEEO FOR REK ESTATE. VALUE OF ASSET INTEREST oF�ucne�.� VALUE
�. METLIFE ANNUITY CONTRACT OOD863625R8 15,208•99 100 • 15,208 • 99
TRANSFEREES-STEVEN SELLERS, NEPHEW
(1/2) AND CHARLES E• SPANGLER,
NEPHEW (1/2)
TOTAL Also enter on line 7 Recapitulation) s 15,2 0 8•9 9
(If more space is needed,insert additlonal sheets of the same size)
REV-1511 EX+(10-08)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES&
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIOENT DECEDENT
ESTATE OF FILE NUMBER
EDYTHE M • GASSERT 21 13 1190
Debb of decedeM mun be reported on Schedule I.
ITEM
NUMBER DESCRIPTION � AMOUNT
A. FUNERAI EXPENSES:
�, PARTHEMORE FUNERAL HOME AND CREMATION SERVICES, INC• 5,626•61
1303 BRIDGE ST• , NEW CUMBERLAND, PA 17070
B, AOMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) S T E V E N S E L_L E R S 2,0 0 0 •0 0
streetAddress 421 ROSEWOOD LANE
��y HARRISBURG state P=z�p 1?111
Yea�(s)Commission Paid: 2 013
2, AttomeyFees STONE LAFAVER 8 SHEKLETSKI 2,�00•00
3, Family Exemption:(If decedenCs address is not the same as claimanCs,attach explanation)
Claimant
SVeet Addre.ss -
�ity State _Zip
Relatlonship of Claimant to Decedent --
4. pr�t�Fees LETTERS TESTAMENTARY 178• 50
5 AcoountanCs Fees
6. Tax Retum Preparers Fees
�. LEGA� ADVERTISING — CUMBERLAND LAW JOURNAL ?5•00
8 • LEGAL ADVERTISING — THE SENTINEL� CARLISLE, PA 189• 54
9 • FILING FEES — INVENTORY AND INHERITANCE TAX RETURN 30• 00
TOTAL(Also enter on line 9,Recapitulation) i 10,0 9 9•6 5
(If more space is needed,inseR additional sheets of the same size)
REV-1513 EX+(9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EDYTHE M • GASSERT 21 13 1,190
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Truatee(a) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and�ansfers under
Sec.9116(a)(1.2)J
�. JUDITH RANKIN Collateral 16,594 . 52
60 PHEASANT RUN
WAYNESBORO, VA 22980
2 • STEVEN SELLERS Collateral 7,604 • 50
421 ROSEWOOD LANE
HARRISBURG, PA 17111
3• �HARLES E. SPANGLER Collateral 7,604 . 49
1060 DELL WEBB PARKWAY
RENO, NV 89523
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18,AS APPROPRIATE,ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS: _
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
�. THE NATIONAL MULTIPLE S�LEROSIS SOCIETY 16,594 •52
CENTRAL PA CHAPTER
2040 LINGLESTOWN RD• , SUITE 104
HARRISBURG, PA 17110
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET t 16,5 9 4 •5 2 �
(If more space is needed,insert additional sheets of the same size)
ti
�` STUYE, L�FAVER �G SHEKLETSKI
�-��----"`' ATTORNEYS AT LAW .....��"�"
4�4 BRIOGE STREET
NEW CUMBERLAND PA 17070
i!
, LAST WILL AND TESTAMENT
OF
EDYTHE M. GASSERT
I, EDYTHE M. GASSERT, of Lower Allen Township, Cumberland
County, Pennsylvania, declare this to be my last will and revoke
' any w��.l previously made by me.
I'1'EM I : I direct that my Executor hereinafter named shall �
pay a1J_ my just debts and funeral expenses as soon as conveniently
may b� done after my decease from the residue of my estate.
=�['EM II : I devise and bequeath the residue of my estate of
every _zature and wherever situate, as follows :
A. One-half (�) thereof to my niece, JUDITH RANKIN,
,
�f she survives me. Should my niece, JUDITH RANKIN, fail to
surviv�� me, I devise and bequeath her share to her husband, PAUL
RANKIN, or their issue, �er stirpes.
B. One-half (�) thereof to THE NATIONAL MULTIPLE
SCLERO:.>IS SOCIETY, CENTRAL PENNSYLVANIA CHAPTER, of Harrisburg,
Pen�is y i.v an �a .
I7'EM III : I appoint my Executor and his successors guardian
of any- property which passes, either under this will or otherwise,
�o a m�' nor and with respect to which I am authorized to appoint a
guardi�_�n and have not otherwise specifically done so, provided
that tris appointment of a guardian shall not supersede the right
of any fiduciary in its discretion to distribute a sharP where
Paqe 1 o f 4
i
possibLe to the minor or to another for the minor' s benefit. Such
guardian shall have the power to use principal as well as income
from time to time for the minor' s support and education (including
' college education, both graduate and undergraduate) without regard
�
I
to his or her parent ' s ability to provide for such support and
� education, or to make payment for these purposes, without further
1 responsibility, to the minor or to the minor' s parent or to any
�
� ,
, �
! person taking care of the minor. i
! TTEM IV: I a oint m ne hew, STEVEN SELLERS, Executor of
i pp Y P
I
j this niy last will. Should my nephew, STEVEN SELLERS, fail to
f I
' qualif�� or cease to act as Executor, I appoint my niece, JUDITH
; i
.f �
,
� RANKIN, Executrix of this my last will . ;
�
�
I
ITEM V: No fiduciary acting hereunder shall be required to �
� '
, �
? post b��nd or enter security for the faithful performance of his or
�
� �
, her duties in an� jurisdiction. !
� '
� Ir't WITNESS WHEREOF, I, EDYTHE M. GASSERT, have hereunto set �
f �
j my hana and seal this �n�= day of ��T%��'�'����"" �.,2�012��:� � .��y? �
� � �'�, i
i '-._..- ,f,i�.��-�,;� ��' � ;
;
- J ,
�
i
� EDYTHE M. GASSERT ;
; �
;
;
�
; ,
;
� `
i
�
� Page 2 of 4
�
SIGNED, SEALED, PUBLISHED and DECLARED by EDYTHE M. GASSERT,
the Te:tatrix above named, as and for her Last Will and Testament,
and in the presence of us, who at her request, in her presence and
in thE presence of each other, have subscribed ou� names as
� witnesses .
,� �� �
� f ' 4 � ` �-�,��,��► l� l �//�
,�-�
Witness Address
�-�! �-= .
�/ . . 1 _._.._:_ - _ . ',-� �t._{� �.. � `,r-�(,, r �,•� ;�l t.�+ � �" � � . � � i �/. .
�. a i
- Witness Address
COMMONWEALTH OF PENNSYLVANIA:
. SS .
� COUNTY OF CUMBERLAND :
I, EDYTHE M. GASSERT, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
accordi ng to law do hereby acknowledge that I signed and executed
_-
� this irlstrument as my last will; that I sig�ed it willin 1 n
,
that I signed it as my free an_d ,v �luri�� a t r the purposes
.�
�..—,,r ..,' ��l
��
t�'1�..','_"21.:? CO:�t31T1�G�.
I
�
� �
EDYTHE M. GASSERT
S�-�orn to or affirmed to and acknowledged before me by EDYTHE
I _ �
M. GASSERT the Testatrix, this �-���� day of �� ��`��� , 2012 .
I , --r r
! J�
r� r��.�
����
� fNotary Public
Page 3 of 4
�
COMMOI�WEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
� �� ,
`�? 4 ���-�f �.1 - _��jL1',�.� a nd � E�� i � t.;���, �k:i!YI ��� t"s �t1 t' �-`,
We, Lc.
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say
that wz were present and saw Testatrix sign and execute the
instru:-.lent as her last will; that TestatriY signed willingly and
that sne executed it as her free and voluntary act for the
purposF�s therein expressed; that each of us in the hearing and
sight af the Testatrix signed the will as witnesses; that to� the
best oi our knowledge, the Testatrix was at that time eighteen or
more years of age, of sound mind and under no constraint or undue
inf luer:ce.
� i "�
��{r Z�iF��t _ ' � '�' `�'�`�
Witness
�,��.. , -,.
'r /,. .
.. � �+.��'�---..�.�.�....s
/" � � � `_�r' �
, � �
�� __��''"itness
SH�orn to or affirmed to and acknowledged before me by
� ,t � Y
� ��; - ltt ,` �r� ��1�.-; and �- �r���'.� -��� ri f�i��/�Ls,_,
�' �,� :.� ! � �
,;
_
witnesses, this �-��� � � day of _��i�='��'`� L�� , 2012.
� `;i�LL� I��
�./z�
Notary Public '
�
Page 4 of 4
�
;
_ _--- - i
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New Cumberland Federal Credit Union
Your Community Credit Union
P.O.Box 658,New Cumberland,PA 17070-0658
Phone: (717)774-7706• 1-800-716-2328•Fax: (717)774-7996•Web: www.ncfcuonline.org
November 14,2013
Stone LaFaver&Shekletski
Attorneys at Law
414 Bridge Street
P.O.Box E
New Cumberland,PA 17070
RE: Estate of Edythe M.Gassert
Mr.Shekletski,
Pursuant to your letter dated November 13,2013,pertaining to the above referenced member the
information is as follows:
Account Number: 3694 �
Owner(s)on Account: Thomas W.Gassert
Edythe M.Gassert
Date acct opened: 4/30/1971
Date of Death Balances: S 1 (Savings) $ 5.05
Dividends as of DOD: $ -0-
[f you need anything additional pertaining to this matter,please do not hesitate to contact me
directly.
Sin�erel ,
—.— _ .
Barbra J. Wright
Branch Manager
Enciosures
LISTENING IS JUST THE BEGINNING'
November 22,2013
Stone LaFaver& Shekletski
Attorneys at Law
414 Bridge St
PO Box E
New Cumberland PA 17070
Dear Mr. Shekletski,
RE: Edythe M Gassert, deceased 10/30/2013
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent,please be advised that the following accounts were open at the date of death:
Checking#1068-31002,opened 10/l/68, date of death balance$7989.48, (accrued
interest of.14 would not have been payable had the account been closed on the
date of death)titled jointly always with Thomas W Gassert, with Steven Sellers as
power of attorney.
Savings #3628-87200, opened 9/10/12,date of death balance $30761.45,plus
accrued interest of.51, titled in her name alone with Steven Sellers as power of
attorney.
If you should have any further questions,please do not hesitate to contact me at 717-327-2497.
Very truly yours,
--
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1.800.FULTON.4 • fultonbank.com
Fuhon Bank,N.A.Member FDIC. Member of the Fulton Financial Family.
Metropolitan Life Insurance Company �
P.O.Box 10342 �
Des Moines IA 50306-0342 � 1 �
December 10, 2013
ESTATE OF EDYTHE GASSERT
421 ROSWOOD LN �
HARRISBURG PA 17111 2067
RE: METROPOLITAN LIFE INSURANCE COMPANY CONTRACT 0008636Z5RB
DECEASED EDYTHE M GASSERT
Dear Executor:
Thank you for your recent inquiry regarding the contract referenced above. Our records indicate that the
date of death and the account value on that date are:
Date of Death: October 30, 2013
Date of Death Value: $15,208.99
If you have any questions� please contact your representative or call our Customer Service Center at
1-800-635-T775(Payout Client Line)Monday through Friday between 9:00 a.m.and 6:00 p.m., ET.
Sincerely,
Elizabeth Theisen
Sr.Annuity Representative-Post Issue Processing
MetLife Annuity Operations and Services