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HomeMy WebLinkAbout07-25-14 1505611185 REV-1500 EX(02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 21 14 0132 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYV Date of Birth MMDDYYYY 02012014 11041946 Decedent's Last Name Suffix Decedent's First Name M I SZOLLOSY JOSEPHINE A (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 BOXES BELOW 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Return Required death after 12-12-82) ❑X 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust 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 Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ELIZABETH P . MULLAUGH 717-237-524 REGISTER OF lC$11BE ONLY.- r;;� First Line of Address �--1->- N _.ter-,i U> 100 PINE STREET Second Line of Address U P. O. kJ BOX 1166 City or Post Office State ZIP Code DATE FILED HARRISBURG PA 171081166 Correspondent's e-mail address: EMULLAUGH@MWN • COM Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, a s tru correct and complete.Declaration of preparer other than the personal representative is based on all information of which lomparer has any knowledge. IG RE F E NRESPON IBL_E/FOR IL'IIN�G/RETURN DATEL ADVJS 508 WALTON C URT, LEMOYNE, PA 17043 SIGNATURE OF PREPARER OTHER THAN REP MCNEES WALLACE 8 NURI LC ADDRESS 100 PINE STREET, P . O . BOX 1166_ ���ARRISBURG;:0A 17108-1166 PLEASE USE ORIGINAL FORM ONLY Side 1 1505611185 OMasaia.ODD 1505611185 ��J I 1505611285 J REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: SZOLLOSY JOSEPHINE A RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 130,000 . 00 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2 0 - 00 1 Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C). , , . , 3. 0 . 00 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4, 0 - 00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5. 12,L91 . 00 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested , , , , 6. 1,8 41 . 00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . 7. 5,602 .00 8. Total Gross Assets(total Lines 1 through 7) , , , , , , , , , , , , , , , , , , g 1501134 • 00 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. 33,597 . 00 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) , , , , , , , . . 10. 120,k98. 00 11. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , 11. 154,295.00 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , 12 (4,161 .00) 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. 1 . 00) 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 0 0.00 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0-4-5 7,443.00 16. 335. 00 17. Amount of Line 14 taxable at sibling rate X.12 0.00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 .00 18. 0 . 00 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 335 . 00 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 L 1505611285 1505611285 J OM4648 3.000 REV-1500 Ex(R) Page 3 File Number Decedent's Complete Address: 21 14 0132 DECEDENTS NAME SZOLLO Y JOSEPHINE A STREETADDRESS S30 TERRACE DRIVE CUMBERLAND COUNTY CITY STATE ZJP NEW CU ERLAND P 7070 Tax Payments and Credits: 1, Tax Due(Page 2,Line 19) (1) 335.00 2, Credits/Payments A. Prior Payments 0 . 00 B.Discount 0 , U Total Credits(A+B) (2) 0 . 00 3. Interest a) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference,This is the OVERPAYMENT. Fill In box on Page 2,Line 20 to request a refund. (4) 0 . 00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 3 3 5.0 n Make check payable to: REGISTER OF WILLS, AGENT. 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 . . . . . . . . . . . . . . . . . . . . . . . . L1 b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . ❑ a] 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. For dales 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.&§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S.§9116(a)(1.3)]. A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. OM4671 2.000 REV-1502 EX a Q2-12) pennsylvania SCHEDULE A DEPMR TOF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDEMDECEDENT ESTATE OF: FILE NUMBER: Josephine A Szollosy 21 14 0132 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knoWedge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Real Estate known as 530 Terrace Drive, Cumberland County, New Cumberland, PA @ sale price 130,000 TOTAL (Also enter on Line 1,Recapitulation.) E 130,000 2w4695 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1508 E%I(08-12) pennsylvania SCHEDULE E DEPARIA WofREVENUE CASH, BANK DEPOSITS & MISC. RESIDEOROECEoENTTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Josephine A. Szollosy 21 140132 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Adjustments at Settlement: County Taxes $ 382.70 School Taxes 1,151.27 1,534 2 Personal Property @ sale price 2,189 3 Honda CRV @ sale price 7,500 4 U.S. Treasury, Income tax refund 298 5 Verizon, refund 3 6 U.S. Treasury, Social Security Benefit 1,167 TOTAL(Also enter on line 5,Recapitulation) $ 12,691 2w45AD 2 000 If more space is needec,use additional sheets of paper of the same sae. REV-1509 EX-(01-10) pennsylvania SCHEDULE F DEPARTMENT Or REVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Josephine A Szollosv 21 14 0132 If an asset became jointly owned within one year of the decedents date of death,it must be reported on Schedule G SURVNNVG JOTR TRWM(S)NAtJFjS) ADDRESS RRATIONSHIPTO OE®9JT A Spilewski, Audra M 508 Walton Court, Lemoyne, PA 17043 Daughter JOINTLY OWNED PROPERTY: IETIER DATE OESCawRON OF FROPEEZ v OF CAM OF DEATH Ir9A FOR JOINT f•MOE 6FINANCIA•L INSnTUrIw AND BANK ADOWNT Uw.eea OR DATEOFOEATH GEC®RJI'S VALUEOF NUt✓BRR TENANT JOIM IDENTIFLING TENDER A77ACH DEED FDA JDNTLY HELD REAL ESTATE VALUEOFASSET IMBi64T DEC®B SIMEREST 1 A 8/14/1989 PSECU (Sl) Savings Account 797 50.0000 399 2 A 8/14/1989 PSECU (S3) Christmas Account 6 50.0000 3 3 A 8/14/1989 PSECU (S4) Checking Account 2,878 50.0000 1,439 TOTAL (Also enter on Line 6,Recapitulation) $ 1,841. 9w45AE 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1510EX4(08-09) SCHEDULE G pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY f@SIDENTDECEDENT ESTATE OF FILE NUMBER Josephine A. Szolloey 21 14 0132 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. DESCRIPTION OF PROPERTY ITEM a F`mEx EOFR TwvsceRee.TRaR ReunorswP TO DECEOEWAw DATE OF DEATH %OF DECdS EXCLUSION TAXABLE NUMBEF T MM OF TR BlA Amav or mE Deep FOR RF ESTATE, VALUE OF ASSET INTEREST IFAPPDCABLE VALUE 1. T.Rowe Price Equity Income Fund held in Account #521000079-8 5,602 100.0000 0 5,602 TOD Audra M. Spilewski, daughter TOTAL(Also enter on line 7,Recapitulation)$ 5,602 If more space is needed,use additional sheets of paper of the same size. 9W46AF 2.000 REV-1511 Ex.l pe SCHEDULE H nnsylvania OEPARIMENT OF REVENUE FUNERAL EXPENSES AND WRERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Josephine A. Szollosy 21 14 0132 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: 1 Audra M. Spilewski Old Towne Florist, funeral expense 139 Total from continuation schedules . . . . . . . . . 5,073 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 6,785 Name(s)of Personal Representative(s) Audra M. Spilewski Street Address 508 Walton Court City Lemoyne State PA ZIP 17043 Year(s)Commission Paid:2 014 2. Attorney Fees: 7,507 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 Audra M. Spilewski Weeding, trimming bushes and miscellaneous yard maintenance 150 Total from continuation schedules . . . . . . . . . 13,943 TOTAL(Also enter on Line 9,Recapitulation) $ 33,597 3W40AG 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Josephine A. Szollosy 21 14 0132 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Audra M. Spilewski Reimbursement for funeral luncheon 185 3 Audra M. Spilewski Parthemore Funeral Home, funeral expense 4,888 Total (Carry forward to main schedule) 5,073 Estate of: Josephine A. Szollosy 21 14 0132 Schedule H Part 7 (Page 2) 2 Audra M. Spilewski Lawncare expense 300 3 Audra M. Spilewski Reimbursement for postage expense 20 4 Audra M. Spilewski Reimbursement for plastic for house carpet 12 5 Audra M. Spilewski Cost of new stove 508 6 Real Estate Selling Expenses: Commission $ 7,150.00 Deed Prep. 150.00 Tax Cert. 10.00 Wire Fee 20.00 Transfer Tax 1,300.00 School Tax 1,176.60 Sewer Sill 2nd 76.64 Sewer Hill 3rd 12.50 91896 7 County Real Estate Taxes 827 8 UGI HVAC Enterprises Repair costs 104 9 New Cumberland Soro Sewer and Trash expenses 230 10 Healing Paws Services rendered 210 11 PA American Water Utility expense 201 12 PP1 Electric Utilities Electric service 209 13 State Auto car insurance 302 14 Verizon Utility expense 102 15 UGI Utility expense 300 Total (Carry forward to main schedule) 13,221 Estate of: Josephine A. Szollosy 21 14 0132 Schedule H Part 7 (Page 3) 16 Homeowner's Insurance insurance premium 96 17 McNees Wallace & Nurick LLC Costs: Executor's Oath $ 20.00 Probate Fees 348.50 Legal Advertising 225.00 Postage Expense 4.05 Photocopy Expense 20.40 FedEx 7.71 626 Total (Carry forward to main schedule) 722 REV-1512 EX+(12-12) pennsylvania SCHEDULE DEPARTNENrCP REVENUE DEBTS OF DECEDENT, NHERITANCE TM RETURN MORTGAGE LIABILITIES & LIENS RESIDENTX=ENT ESTATE OF FILE NUMBER Josephine A. Szollosy 21 14 0132 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. PSECU ** Class 6 Claim ** Signature Loan (L20) 3,462 2 AscensionPoint Recovery Services, LLC ** Class 6 Claim ** GE Capital Retail Bank - QCard #649 6011 0058 7122 120 3 AscensionPoint Recovery Services, LLC ** Class 6 Claim ** GE Capital Retail Bank - JCPenney #*** *** 753 21 157 4 Ocwen Loan Servicing LLC Mortgage Account #7441493095 100,250 5 AscensionPoint Recovery Services, LLC ** Class 6 Claim ** Citibank, N.A. - Sears Card #5049 9414 4615 7049 167 6 PSECU ** Class 6 Claim ** Visa Loan (L9) 2,280 7 dcm Services LLC ** Class 6 Claim ** Chase Bank USA N.A. #5466 0420 1147 4101 2,985 8 dcm Services LLC **Class 6 Claim ** PIA Card Services, N.A. (Bank of America #4313 0733 6016 6921) 4,571 9 AFSCME ** Class 6 Claim ** Ultra Platinum Master Card Account #5407 0700 0652 4046 6,219 10 MS Hershey Medical Center ** Class 3 Claim ** Medical services rendered 240 11 MS Hershey Medical and Rehab Center ** Class 3 Claim ** Medical services rendered 147 Total from continuation schedules 100 TOTAL(Also enter on Line 10,Recapitulation) $ 120,698 2w45AH 2.000 If more space is needed,insert additional sheets of the same size. REV-1513 EX-(01-10) pennsylvania SCHEDULE J DEPARTMENT°F RE£NUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Joselphi ne A. Szollosy 21 14 0132 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustea(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Audra M. Spilewski 508 Walton Court Lemoyne, PA 17043 PSECU (S1) Savings Account Inventory Value: 399 PSECU (S3) Christmas Account Inventory Value: 3 PSECU (S4) Checking Account Inventory Value: 1,439 T.Rowe Price Equity Income Fund held in Account #521000079-8 Inventory Value: 5,602 Daughter 7,443 ENTER DOLLARAMOUNTS 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: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. E 0 9W46Ai 2 000 If more space is needed, use additional sheets of paper of the same size. ep\villa\e zolloey.ja-1-98 LAST WILL AND TESTAMENT OF JOSEPHINE A. SZOLLOSY I, JOSEPHINE A. SZOLLOSY, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate, of every nature and wheresoever situate, to my daughter, AUDRA M. SZOLLOSY, or her issue, per stirpes. ITEM II: Should my daughter, AUDRA M. SZOLLOSY, fail to survive me and leave no such issue living following my death, I devise and bequeath all of my estate, of every nature and wherever situate, in equal shares to my sisters, CATHERINE GALITSKY and CAROLYN PETERS, or their issue, per stirpes. ITEM III: I appoint my daughter, AUDRA M. SZOLLOSY, Executrix of this my last will. Should my daughter, AUDRA M. SZOLLOSY, fail to qualify or cease to act as Executrix, I appoint my sister, CAROLYN PETERS, Executrix of this my last will. ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I, JOSEPHINE A. SZOLLOSY, have hereunto set my hand and seal this 22 day of �X- vanes p, 1998. JOSEPHINE A. SZQVLOSY Page 1 of 3 ii SIGNED, SEALED, PUBLISHED and DECLARED by JOSEPHINE A. SZOLLOSY, the Testatrix 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 our names as witnesses. Wx nes Address Witl!jbss Address COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND I, JOSEPHINE A. SZOLLOSY, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein con- tained. _ JOSEPHINE ALLOT SY, ' Z� Sworn to or affirmed to and acknowledged before me by JOSEPHINE A. SZOLLOSY, the Testatrix, this 2 Z day of 1998. Notary Public Page 2 of 3 NOTARIAL SEAL CONSTANCE L. KARLI, Notary Public New Cumberland,PA Cumberland Co. My Commission Expires April 13,1999 ►i COMMONWEALTH OF PENNSYLVANIA : SS: COUNTY OF CUMBERLAND We, /1 We, #., l�Jfn �I._ 1u� and the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence — / Vitness wi s$ Sworn to or affirmed to and acknowledged before me by Ci`)NX„ 4 zm and ii�aue- ' . L u., kEu witnesses, this Z L day of InNA -a. ' 1998.. Notary Public NOTARIAL SEAL CONSTANCE L. KARU, Notary Public New Cumberland,PA Cumberland Co. 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PSECU Reference#5738497044488 Dear MR.Gruver: The'above referenced person has an account with PSECU which was opened on May 12, 1986.The Share accounts werejointly held by JOSEPHINE A SZOLLOSY and AUDRA M SPILEWSKI.AUDRA M SPILFWSK was added as a joint owner on August 14, 1989. The Visa loan and Signature loans were individually. The Decedent does not have a safe deposit box with PSECU. The following are the Date of Death Balances for JOSEPHINE A SZOLLOSY's account with PSECU: Account Date of Death Balances Interest—February 1 Shares: (S1) Savings $797.14 $0.00 (S3)Christmas $6.29 $0.00 (S4)Checking $2,878.38 $0.01 Loans: (L9)Visa Loan $2,280.27 (1,20) Signature Loan $3,461.52 If the Estate has sufficient funds to payoff the decedent's Visa and Signature loan, please remit a check,made payable to PSECU. If there are not sufficient funds to payoff these loans,please submit a letter of insolvency along with supporting documentation such as a final inheritance tax return and financial accounting. If you have any questions,please contact our department toll-free at(800)237-7328,press 6, extension 3120 or email accountservices(opsecu.com. Sincerely, Q Sandy�F�\y O J Member Service Representative P. O. BOX 67013 HARRISBURG, PA 17106-7013 800.237.7328 >>psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BYTHE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.