HomeMy WebLinkAbout07-03-14 (2) � 1505610143
REV-1500 EX`°z_,,, ��'
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year file Number
Bureau of Individual Taxes OEPAfiTMENTOfREVENUE
Po Box.2soso� INHERITANCE TAX RETURN 21 14 0415
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
04 07 2014 07 23 1922
DecedenYs Last Name Suffix DecedenYs First Name MI
EICHELBERGER EVELYN G
(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
� 1. Original Retum � 2. Supplementai Return � 3. Remainder Retum(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)
� g Decedent Died 7estate � 7• (qn cdheCo ai�TNS1 a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) PY �
� 9. Litigation Proceeds Received � 10•between 12V31 l3�andit�(Dags�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
�,a
DAVID J LENOX 717 �71 71',� Y� �
_ r',J , ("'•"t
;� -� "a
REGI��EF�UF.WILI�USE ONE'�
, X
` .�. - ::.:�
First Line of Address ' ` � �
, � . t'J • �:�s
8 TRISTAN DRIVE SUITE 3 " � ���
, � � —� _,t
.-� c � —,_] � "^r'f
Second Line of Address `--' �- � '�'�
� �.;� �- r�
=-t ~ �� m
� ;
Ci or Post Office '� DATE FI � �
tY State ZIP Code
DILLSBURG PA 17019
CorrespondenYs e-mail address: law davidilenox.comcastbiz.net
Under pena i s 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,corre and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUyIE PE RESP R FILING RETURN D TE
� Robert D. Eichelberger '7 '
ADDRESS
182 C ' saw R . sbur P 17019
SIGNAT RE OF PR AR OTH THAN R SENTATIVE ,� E .
David J. Lenox �
ADDRESS
8 Tristan Drive, Suite 3, Dillsburg, PA
Side 1
L 1505610143 1505610143 �
�'>
� 1505610243
REV-1500 EX
DecedenYs Social Security Number
oe�ede�rSName: Eichelberger, Evelyn G.
RECAPITIiLATiON
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&Misceilaneous Personal Property(Schedule E)............... 5. 244 , 802 . 67
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous t�n;Probate Property
(Schedule G) U Separate Billing Requested............ 7.
g. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 244 �802 . 67
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 8 ,173 . 74
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 314 . 6�
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 8 ,488 . 34
12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2. 23 G,314 . 33
13. Charitable and Governmental BequestslSec 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. Z 3 G,314 . 33
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 0 . 0 0
(a)(1.2)X.00 15.
16. AmountofLinel4taxabie 236, 314 . 33 �s. 10 , 634 . 14
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X.12 � . �0 17. � . ��
18. Amount of Line 14 taxable
at collateral rate X.15 � . �� �8. � . ��
19. TAX DUE................................................................................................................ 19. 1 O , 634 . 14
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-14-0415
Decedent's Complete Address:
DECEDENT'S NAME
Eichelberger, Evelyn G.
STREET ADDRESS
801 N. Hanover St.
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 10,634.14
2. Credits/Payments
A. Prior Payments
B. Discount 531.71
Total Credits(A +B) (2) 531.71
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) ��,��2.4$
Make Check Payable to REGISTER OF WILLS, AGENT
w�.,.rur.�a.��. .s�i����.�..:.�"�.�,:;�,�3�^"�s�.s����,��..rz.yh������° ' a:��: -``�.`�'.r��r�:r<,"`-:..�Gu:��--�`-3"�,�� ���,,�� ���r.s u'�,��'�'�.�.�5��,��Y:''-.,�'�� `��.������
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:.................................. �
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 ❑ ❑
receivingadequate consideration?.................................................................................................................... x
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?.................................................................................................................. 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.
-„�nr�+ �a�, �74»tu�`-�����. '�'`�'`�'cay��c,� .. ,�Xtw�:fizr 'c:r;�dP €"`�`�kz�, 1 rn�r..�.� �.,`�;:xm�� �'s� � ��,c�s� k ,r9':�a � `w,�� Y zt �".�k s'��'€x'z���,'�' �''1 vx,".
.�s.� �.��.�..mMac,� '��se.�..#��N��t��� , _����S�a�...-���,�;�,�; �s�,�,:�� a '��a� ��.�`�al;r�zfs�`�.��»,�,.,��a,Mz�u�� ��.��.�s.�:��,��x.�
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 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-1508 EX+�77_10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eichelberger, Evelyn G. 21-14-0415
Include the proceeds of litigation and the date the proceeds were received by the estate.
Ail property jointlyowned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 IRS(refund): 280.00
2 PSECU Checking Account: 10,220.69
3 PSECU Savings Account: 544.81
4 Vanguard Money Mkt Fund 0030-09874617057: 233,757.17
TOTAL(Also enter on Line 5, Recapitulation) 244,802.67
(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-7511 EX+(�0-09)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
RESIDENTDECE ENT URN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Eichelberger, Evelyn G. 21-14-0415
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
q, FUNERAL EXPENSES:
See continuation schedule(s)attached 362.74
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
Ci{y State Zio
Year(s)Commission Paid
2, Attorney's Fees David J. Lenox 7,191.25
3, Family Exemption: (If decedenYs address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zi�
Relationshio of Claimant to Decedent
4. - Probate Fees 423.50
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 196.25
See continuation schedule(s)attached
TOTAL(Also enter on line 9, Recapitulation) 8,173.74
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
Eichelberger, Evelyn G. 21-14-0415
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exnenses
1 Betsy Eichelberger(funeral lunch): 362.74
H-A 362.74
Other Administrative Costs
2 Cumberland Law Journal(advertise estate): 75.00
3 The News Chronicle(advertise estate): 121.25
H-B7 196.25
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1572 EX+(12-08)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eichelberger, Evelyn G. 21-14-0415
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Alert Pharmacy: 94.22
2 Brockie Pharmacy: 29.05
3 Church of God Home: 25.49
4 Cumberland Goodwill Fire Co.: 86.13
5 Dr. Darryl Guistwite: 79.71
TOTAL(Also enter on Line 10, Recapitulation) 314.60
(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-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARI ES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eichelber er, Evel n G. 21-14-0415
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT �Words) ($$$)
o ist T e
I� TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116 a 1.2
1 Susan K.Cournoyer Daughter 39,385.56
2634 Quincy Adams Dr.
Herndon,VA 20171
2 Gary L. Eichelberger Son 39,385.56
606 S.Arch St.
Mechanicsburg, PA 17055
3 Charles H. Eichelberger Son 39;385.56
268 Kralltown Rd.
Dillsburg, PA 17019
4 David M. Eichelberger Son 39,385.56
455 Lake Meade Drive
East Berlin, PA 17316
5 Robert D. Eichelberger Son 39,385.71
182 Chain Saw Rd.
Dillsburg, PA 17019
See continuation schedule attached Continuation 39,385.71
Total 236,313.66
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Evelyn G. Eichelberger 04/07/2014 196-14-1046
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Deanna E. Miller Daughter 39,385.71
3037 Appledale Rd.
Norristown, PA 19401
Total 39.385.71
1
=����� �kIi11 �n� U��t�tm�n�
OF
EVELYN G. EICHELBERGER
I, EVELYN G. EICIiELBERGER, of Latimore Township, Adams
County, Pennsylvania, make, publish and declare this as and for my
Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my children, DEANNA E. MILLER, CHARLES H. EICHELBERGER, JR. ,
ROBERT D. EICHELBERGER, SUSAN K. COURNOYER, PATRICIA A.
EICHELBERGER, DAVID M. EICHELBERGER and GARY L. EICHELBERGER,
provided that should any of my children predecease me, I give and
bequeath such child's share unto his or her issue per stirpes by
representation, and if there be a failure of same, then 2 give and
bequeath such deceased child's share to my surviving children as
provided herein.
SECOND: Should PATRICIA A. EICHELBERGER survive me, I
give, devise and bequeath her share to my hereinafter named
Trustee or Trustees, IN SEPARATE TRUST, to hold, manage, invest
`� and reinvest the shares so received, and to use and apply from
,v
�" `-� t'ime to time such portion of income and principal for PATRICIA A.
.�
<.`�
�,,� EICHELBERGER'S support, maintenance, care and welfare, for and
_'� during the term of her natural life, as my Trustee or Trustees, in
d, �?
�:�, their sole discretion, deem advisable. My Trustee or Trustees may
`,;
- make the payments for th2 support, maintei�ance, care and welfare
�
�
� of PATRICIA A. EICHELBERGER directly to my Guardian or Guardians,
�,.
\�.
`v `�, as hereinafter named, as required. Any payments made by my
; '1
`� '' Trustee or Trustees pursuant hereto shall be made without further
_��;
✓\ responsibility to PATRICIA A. EICHELBERGER, my Guardian or
Guardians, or to any person taking care of PATRICIA A.
EICHELBERGER. The Trustee or Trustees, in exercising their dis-
cretionary authority with respect to the payment of income or
principal of the within Trust to PATRICIA A. EICHELBERGER, shall
take into consideration any income or other resources available to
PATRICIA A. EICHELBERGER from sources outside this Trust. In
addition, my hereinafter named Trustee or Trustees shall have the
right, in their sole discretion, to purchase and pay for out of
the principal, as well as income, such insurance policies as will
provide for the minor's medical care.
Upon the death of PATRICIA A. EICHELBERGER, this Trust
shall be deemed terminated and the then remaining income and
principal shall be distributed, in equal shares, to my children,
DEANNA E. MILLER, CHARLES H. EICHELBERGER, JR., ROBERT D.
EICHELBERGER, SUSAN K. COURNOYER, DAVID M. EICHELBERGER and GARY
L. EICHELBERGER, provided that should any of my children
predecease me or die prior to the termination of this Trust, I
give and bequeath such child's share or shares unto his or her
issue per stirpes by representation, and if there be a failure of
same, then I give and bequeath such deceased child's share to my
surviving children as provided herein.
THIRD: In addition to all powers granted to them by law
.� and by other provisions of this Will, I give the fiduciaries
�
� acting hereunder the following powers, applicable to all property,
L
°�� `\`exercisable without court approval and effective until actual
,<
�" distribution of all property:
�i (A) To sell at public or private sale, 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 and upon
��, ' such terms (including credit, with or without security) or condi-
,.,� �_� tions as are deemed proper. This includes the power to give
�� .
,� ^Z legally sufficient instruments for transfer of the property and to
,�.
�
receive the proceeds of any disposition of it.
2
(B) To partition, subdivide, or improve real estate and
to enter into agreements concerning the partition, subdivision,
improvement, zoning or management of real estate and to impose or
extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
�
�v
to protect or improve any property held under my will, and for
��
v�;� investment purposes.
�� �,
�� (I) To select a mode of payment under any qualified
.��
��: retirement plan (pension plan, profit sharing plan, employee stock
. y
�, �, ownership plan, or any other type of qualified plan) to the extent
��z,��
.\��,
the plan or the law permits them to do so, and to exercise any
other rights which they may have under the plan, in whatever
manner they consider advisable.
,` v`c. (J) To make immediate payments for the support, main-
� �:
�`�;� tenance, care and welfare of PATRICIA A. EICHELBERGER to her
�
Guardian or Guardians as are deemed to be in the best interest of
PATRICIA A. EICHELBERGER.
3
i
FOURTH: I nominate and appoint CHARLES H. EICHELBERGER,
JR. and ROBERT D. EICHELBERGER, or the survivor thereof, as
Trustees of the hereinabove described trust, who shall serve
without bond and shall receive fair and reasonable compensation.
FIFTH: I nominate and appoint ROBERT D. EICHELBERGER,
as Guardian of the person of PATRICIA A. EICHELBERGER. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said ROBERT D. EICHELBERGER, I nominate
and appoint CHARLES H. EICHELBERGER, JR. , as Guardian of the
person of PATRICIA A. EICHELBERGER.
SIXTH: I direct that all inheritance, estate, transfer,
succession and death taxes, of any kind whatsoever, which may be
payable by reason of my death, whether or not with respect to
property passing under this Will, shall be paid out of the princi-
pal of my residuary estate.
SEVENTH: I nominate and appoint CHARLES H.
EICHELBERGER, JR. and ROBERT D. EICHELBERGER, or the survivor
thereof, Co-Executors of this, my Last Will and Testament. I
direct that my Co-Executors, and their successors, shall not be
required to post security or a bond for the performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this, my Last Will and Testament, this i',�� day of:'�,��}'�'�ty���' ,
1992.
�f� � �! r �i /:'� .
.,yAT-y�' �. ��a-C.2`Z�"GC`/-�jl;�//i�(/' (SEAL)
/�VEI,y�tN G. EICHELBERGE�
: .
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her prg,sence and in the presence
of each other, have hereunto subscribed iiur mes as attesti y---
witnesses. /� �/ ,� � _ '�
� �'C�.�-� !LC4�L.vi.t.CS h VV: ►r�" �,��1�� �i�,ti:'�,��,(.�� •l�� e� `._\
/�. /� � _
Address � �
' �, � �� �, r�
�.-,y � , g� ,{ p� -��r, a. . �: � ��. ���� r,
✓�'t! �/���? k�..��: l��x�.�:1n,u„i'�Jl�x..1/,'� '.}� ,. �� ..V��,1 ,r ��j � f���)i-�' � ���:. f
Address �-%i '� -'�
4
Page > 1 of 1
i� �' a�r�l�
Evelyn G.Eichelberger Reportfor�04/07/2014 � ��3 ` ��s� `4�`�� "' � �
.,�.n_ �,.�,,�....,,.. „...��..�,,,. ��,..�� ..A�� �x�� �.m�,.,�,m�.�.��
182 Chain Saw Rd Flagship Services:800-345-1344
Dillsburg,PA 17019-8728 Douglas McAllister extension 14374
Total report value: $233,757.17
(Total report value includes any accrued dividends.)
� � �Y �f � �. � z � ���r £� -�a ��� ;;� �� � t;
EVeI� n G Eichelber er fndi�idual�Account w ��� � � '���� " " �` � �`� � � � � �`"�; °������ ��'���°` �� �+��`ti`�
y mg : ��''ti.`�+��<:} .�;f ; ,�° �r.�:t a�h�:.�� �"n..ai,,i �'�°'°+,�`r`^,�€?�S?�"��y a� �t�
3 �.�.�^: 2 .3�',r2a t s"h'� z rx ir �n k. ��� �.a� �,.ayrc�� 14rK,-';k r�"� E ��scc '` 6�M1 ++�.. 4 x�'�.d`-�.��'�x� ,.°��. . .:..r'.�r�y$,. . �,�;',*�`�.��3�'�
ACCOUIltYBIUCSU1111118P�/�€�� '�"r fMitrtt�'��f.�t>�':S�a�;'°�s�a`"'������„`�'�'���a�`, �s.s��i����i'�,��''"£�."M���;���'�". r �' 0."is,. . 3 F' ''".�r
, Name � Fund&Account Date Pcice Per Acc�ued �;;
Number''� `Opened� ,.Shares Share �alue". �Dividends :
_ _. _ . , . ., ..,: ,,..
. � _: , ,.
Prime Money Mkt Fund 0030-09874617057 08/26/1999 233,756.720 $1.00 $233,756.72 $0.45
GNMA Fund'.Admiral Shares ! , 0536 09874617057 06/04/2001 0 000 $10 60 $0 00 t;, `$0 00::
_ .��_----------._�..�:___._.=:_.� � , ,. ��
-_--._.___.^---- —Y_� —� ��� ITotals -�� .---�--^ $233,756.72 $0.45
_L
`Doesn't include accrued dividends.
1118002761 05/01/2014 09:56:17
0
OS/02/2014
DAVID J LENOX
ATTORNEY AT LAW
8 TRISTAN DRIVE SUITE 3
DILLSBURG PA 17019
Re:EVELYN G EICHELBERGER,Deceased.
PSECU Reference#9609056563221
Dear Attomey David J.Lenox:
The above referenced person has an account with PSECU which was opened on 04/22/2003.The Share
accounts were individually held by EVELYN G EICHELBERGER.
The following are the Date of Death Balances for EVELYN G EICHELBERGER's account with
PSECU:
Account Date of Death Balances Interest—April 1-7
Savings (S1) $ 544.78 $0.03
Checking (S4) $10,220.56 $0.13
Please provide us insiructions on closing the decedent's account.
If you have any questions,please contact our department toll-free at(800)237-7328,press 6,e�ension
3120 or email accountservicesna,psecu.com.
Sincer 1y,
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Sherry Getz
Member Service Representative
PSECU
P. O. BOX 67U i 3 HARRiSBURG, PA 17106-7013 8Gt3.�3i.i3ZS »psecu.eom
THiS CREDIT UNION�S FEDERALLY INSURED BYTHE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.
David J. Lenox
�Ittorney At Law
8 Tristan Drive, Suite 3, Dillsburg, PA 17019
717-271-7175 (phone)
717-271-7178 (fax)
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July 2, 2014 � , W , ,=;
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Register of Wills ` --, �-
Cumberland County Courthouse y �°- �`�' �
One Courthouse Square
Carlisle,PA 17013
In Re: Estate of Evelyn G. Eichelberger
File Number: 21-14-0415
Dear Register:
Enclosed for filing please find an Inventory,the inheritance tax return in duplicate, and the status
report with regard to the above captioned estate. Also enclosed is a check in the amount of
$10,102.43 representing the tax due.
Please note the postmark date for proper credit,and return the recording receipt to my attention
in the enclosed envelope.
Thank you for your cooperation.
Sincerely,
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David J. L o , q
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Encl.
David J. Lenox, Esq: Ext 101, law@davidjlenox.comcastbiz.net
S. Dawn Gladfelter, Office Adm.: Ext. 102, Dawn@davidjlenox.comcastbiz.net
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