HomeMy WebLinkAbout07-29-14 (2) REV-1500 EX(02.11) 1505610143
PA Department of Revenue OFFICIAL USE ONLY
p pennsyivania County Code Year file Number
Bureau of Individual Taxes °EPA"" 'OGRE1E11e
PO BOx.280601 INHERITANCE TAX RETURN 21 14 0127
Harrisburg,PA 17128.0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW -
12 27 2013 02 04 1920
Decedent's Last Name Suffix Decedent's First Name MI
KING EDNA 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 OVALS BELOW
o 1. Original Return 2. Supplemental Return ❑ 3. Remainder Return(Date Of Death
Prior to 12-13-82)
4. Limited Estate 4a.Future Interest Compromise 5. Federal Estate Tax Return Required
(date of deaf after 12,12-82)
g Decedent Died Testate 7. Daig he�a aig1ried a Living Trust _i B. Total Number of Safe Deposit Boxes
(Attach Copyof Wiiq Py rust)
9. Litigation Proceeds Received % soaural PovercV Credafjllate of Death I I-Election to tax under Sec.9113(A)
�M'oen 11-31-51 an -is6y (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LINDA J OLSEN ESQ 717 540 4332
REGISTEPF WILLS USE ONLY
First Line of Address T; rw_ Fri
2000 LINGLESTOWN ROAD
Second Line of Address
STATE 202 �CD
PD FILEDr.,p `.
City or Post Office State ZIP Code _
HARRISBURG PA 17110 -_J
Correspondent's e-mail address: lolsen(Whazenelderlaw.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,
it is true,correct and complete.Declaration of preparer other than the personal representative Is based mall information of which preparer has any knowledge.
SIGNATURE OF PER N ftE PON LEE FOR Y FILING RETURN DATE
Z.. e Richard Earl Price 47 1aJ /i+
ADDRESS
689 Easton Rd Bumpass VA 23024
SIGN U F PREPARER THER AN REPRESENTATIVE DATE
�� � Linda J. Olsen Esq. 7 h fj5�
2000 Linglestown Road Harrisburg, PA 17110
Side 1
1505610143 1505610143 J��
1505610243
REV-1500 EX
Deoedenrs Name King Edna A.
I. Real Estate(Schedule A)...............................................................
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) -
4. Mortgages&Notes Receivable(Schedule D)........................................................ q.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5.
355 . 66
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous I�{oq Probate Property 334 . 18
(Schedule G) LJ Separate Billing Requested............
7' 12, 450 . 27
8. Total Gross Assets (total Lines 1 through 7)..................................................
6'
9. Funeral Expenses and Administrative Costs(Schedule H)............ 13, 140 . 11
9
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)..........................
459 . 89
11, Total Deductions(total Lines 9 and 10)................................................................
11. 4 , 796. 33
12. Net Value of Estate(Line 8 minus Line 11)............................. .. . .
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12 8 , 343 . 78
an election to tax has not been made(Schedule J)............................................... 13_
14. Net Value Subject to Tax(Line 12 minus Line 13)...............................................
14. 8 , 343 . 78
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE TES
15. Amount of Line 14 taxable RA
at the spousal tax rate,or
transfers under Sec. 9116
(a)(1.2)X.00
16. Amount of Line 14 taxable 15 0 . 00
at lineal rate X .045 294 . 62 16
17. Amount of Line 14 taxable 13 . 2 6
at sibling rate X.12 0 . 00 17.
18. Amount of Line 14 taxable 0 . 00
at collateral rate X.15 8 , 049. 16 18.
1 ,207 . 37
19. TAX DUE................................................................................................................ 19.
1 , 220 . 63
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
L Side 2
1505610243
1505610243
REV-1500 EX Page 3 File Number 21-14-0127
Decedent's Complete Address:
DECEDENT'S NAME
King, Edna A. _
STREETADDRESS
335 Wesley Dr. Apt.619
CITY ---i—_ii"_— STATE--- ZIP --
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 1,220.63
2. Credfts7Payments
A. Prior Payments
B. Discount 0.00
^� Total Credits(A +B) (2) 0.00
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) 1,220.63
Make Check Payable t0: 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 rrN�o
a. retain the use or income of the property transferred;..........._.._.............................................................. LxJ
b. retain the right to designate who shati 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
1 If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................................................_.................................................................. o
r'�
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.
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.t)(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
adaptive parent,or a stepparent of the child is 0 percent 172 P.S.§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 fax 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.
Rev-1506 EX.(11-10)
pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & misc.
INHERITANCE TAX TURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF
King, Edna A. FILE NUMBER
Include the proceeds of litigation and the data the proceeds were received by the estate. 21-14-0127
All Propertyjointlyowned with the right of sumvomhl
p must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
1 Refund-Bethany Towers deposit OF DEATH
2 Refund-Bethany Towers rent 144.00
3 186.88
Refund-Verizon
24.78
TOTAL(Also enter on Line 5, Recapitulation)
(If more space is needed,sectional pages of the same size) 355.66
Copyright(c)2010 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E(Rev. 11-10)
ReY-1809 EXS(014 0)
Pennsylvania SCHEDULE F
DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
King Edna A. 21-14-0127
O an asset was made joint within one year of the decedent's date of death,it must be reported on condone,G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. John K. Bucher 1608 Jacob Court Son
Clearwater, FL 33756
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DEWS DECE ENDS OdF'ERESfi
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE.
1 A 11/25/2005 Wells Fargo eking acct.#xxxxxxxxx3585 -Jt. 668.36 50.000% 334.18
w/John Bucher
TOTAL(Also enter on Line 6,Recapitulation) 334.18
(If more space is needed,addillonal pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev. 01-10)
I Rev 4510 EX+(0IE09)
SCHEDULE G
Pennsylvania INTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERRANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
King, Edna A. 21-14-0127
This schadule must be completed and tiled if the answer to any of questions 1 through a on page three of the REV-1590 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECOS EXCLOSION TAXABLE
NUMBER THE GATE OF TROANSFER SATTACH ACO VEOF THHE DEED FFOR REAL ES ATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 PSECU CD Acct.#801111S50-- POD Richard Price, 3,075.21 3,075.21
decedent's nephew
2 PSECU CD Acct.#801122S52-- POD Richard Price, 2,442.91 2,442.91
decedent's nephew
3 PSECU CD Acct.#8100331353-- POD Richard Price, 1,184.16 1,184.16
decedent's nephew
4 PSECU Savings Acct.#80114401 - -POD to Richard 5.79 5.79
Price,decedent's nephew
5 Wells Fargo CD#xxxxxx2990- -POD to Richard 2,517.80 2,517.80
Price,decedent's nephew
6 Wells Fargo primary acct.#2197285063- -POD to 2,871.36 2,871.36
Richard Price,decedent's nephew
7 Wells Fargo savings acct#xxxxxx5448- -POD to 353.04 35104
Richard Price,decedent's nephew
TOTAL(Also enter on Line 7,Recapitulation) 12,450.27
(If more space Is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule 6(Rev,08-09)
REV-1611 EX+(1009)
Pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DEC DENTTURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
King, Edna A. 21-14-0127
Decedent's debts must be reported on Schedule 1.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 2,419,94
EL ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State ZiD
Year(s)Commission Paid
2, Attorney's Fees Hazen Elder Law 1,500.00
3, Family Exemption: (if decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 153.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 263.00
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 4,336.44
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
King Edna A. 21-14-0127
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Hoffman-Roth funeral home 2,419.94
H-A 2,419.94
Other Administrative Costs
2 Central Penn Business Journal -Est.Advertisement 167.00
3 Cumberland Law Journal-est.advertisement 75.00
4 Harlande Clark-fee for estate checks 21.00
H-B7 263,00
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1600 Schedule H(Rev.5-98)
Rev-1512 EX.(12 48)
pennsylvania SCHEDULE 1
DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT OECEDENi
ESTATE OF
Kin 2, Edna A. FILE NUMBER
21-14-0127
ITEM Report debts Inured by the decedent prior to death that remain.d Unpaid at the data of death,including--reimbursed medical expenses.
NUMBER
DESCRIPTION VALUE AT DATE
1 Bethany Towers -rent OF DEATH
2 CCRx-pharmacy from Bethany Village 195.00
3 Verizon-telephone 31.84
4 West Shore EMS-ambulance 39.79
193.26
TOTAL(Also enter on Line 10, Recapitulation)
(If more space is needed,additional pages of the same size) 459.89
Copyright(c)2008 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I(Rev. 12-08)
REV 4513 EX-(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
King, Edna A. 21-14-0127
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSONS)RECEIVING PROPERTY List 1 (Words) ($$$)
i TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
Richard Earl Price Nephew Residue of the
689 Easton Rd. Estate
Bumpass,VA 23024
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
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 It -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
REGISTER OF WILLS
CUMBERLAND COUNTY CERTIFICATE OF
PENNSYLVANIA GRANT OF LETTERS
No. 2014- 00127 PA No. 21- 14- 0127
Estate Of: EDNA A KING
/F>sg Middle,Las(l
Late Of: L 0 WER A L L EN TO WNSHIP
CUMBERLAND COUNTY
0 Deceased
Social Security No: 228-18-2894
WHEREAS, on the 10th day of March 2014 an instrument dated
June 20th 2013 was admitted to probate as the last will of
EDNA A KING
lFiisG Middle,LasU
la to of LOWER ALLEN TOWNSHIP, CUMBERLAND County,
who died on the 27th day of December 2013 and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, LISA M. GRAYSON, ESQ.
Register of wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
RICHARD EARL PRICE
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
Of my office on the 10th day of March 2014.
./"47 iYY�Y1
yf rt t o Wl
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
lAr7
LAST WILL AND TESTAMENT
1-10
OF
EDNA A. KING
Y"n
Gn
1, EDNA A. KING, now domiciled in Cumberland County, Pennsylvania, declare this to
be my Last Will and Testament. I revoke all other wills and codicils that I may have previously
made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate
shall be paid by my Executor from the principal of my residuary estate as soon as practicable
after my death.
Article 11
All inheritance, estate, and succession taxes (including interest and penalties thereon, but
not including any generation skipping tax) payable by reason of my death shall be paid out of
and be charged generally against the principal of my residuary estate without reimbursement
from any person. This provision is not a waiver of any right which my Executor has to claim
reimbursement for any such taxes which become payable as the result of any property over
which I have the power of appointment.
Article III
I give, devise and bequeath my tangible personal property in accordance with,any
memorandum I have handwritten or signed, located with my will or with my valuable papers and
found within thirty (30) days of the probate of my will. Gifts may only be to persons who
survive me or to organizations which exist at my death, and if there is a conflict, the
memorandum having the latest date shall govern. To the extent no such memorandum is found,
or all of my tangible personal property is not disposed of pursuant thereto, my tangible personal
property shall be added to my residuary estate and pass under Article IV hereof.
Article IV
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath to my nephew, RICHARD EARL PRICE, of Bumpass,
Virginia. In the event RICHARD EARL PRICE predeceases me or fails to survive me by thirty
(30) days, then I give, devise and bequeath all the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate to my granddaughter, SHANNON MOODY, of
Smithfield, Virginia.
Article V
I nominate, constitute and appoint my nephew, RICHARD EARL PRICE, of Bumpass,
Virginia, as Executor of my Last Will and Testament. In the event of the renunciation, death, or
inability to act, for any reason whatsoever of my Executor, I nominate, constitute and appoint my
granddaughter, SHANNON MOODY, as successor Executor of my Last Will and Testament. I
direct that my Executor or successor Executor be permitted to serve without bond. In addition to
those powers granted by law, I grant them power to distribute in cash or in kind, in like or in
unlike shares, and to file any qualified disclaimer I could have filed if living. My Executor or
successor Executor shall receive reasonable compensation for services rendered to my estate.
2
Article VI
In addition to the powers conferred by law, I authorize my Executor or successor
Executor, in his/her absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real
estate or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any
beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such
return prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of
any such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by
my Executor or successor Executor; and to pay from my estate reasonable compensation for all
their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have
an interest in at time of my death,
0) to disclaim, in whole or in part, any property or interest therein which passed to
me or which was created for my benefit, for any reason in the discretion of my Executor or
successor Executor, and
3
(k) to receive reasonable compensation in accordance with the standard schedule of
fees in effect while their services are performed.
IN WITNESS WHEREOF, I, EDNA A. KING, hereby set my hand to this my Last Will
and Testament, on Jul. 4e , 2013, at Harrisburg, Pennsylvania.
EDNA A. KING
In our presence, the above-named EDNA A. KING signed this and declared this to be
her Last Will and Testament and now at her request, in her presence, and in the presence of each
other, we sign as witnesses.
Name Address
2000 Linelestown Rd. Suite 202, Harrisburg, PA 17110
-19 C9 CYnQ_ 2000 Linelestown Rd Suite 202 Harrisburg PA 17110
4
I, EDNA A. KING, Testator, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will,
and that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
Acknowledged before me by
EDNA A. KING, the Testator
on '� �G` 2013.
Notary Public) EDNA A. KING
NOTARIAL SEAL
CORINNE EGGERS WOODHOUSE
Notary Public
SUSQUEHANNA TWP,DAUPHIN COUNTY
My Commission Expires Aug 19,2015
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testator sign and execute this
instrument as her Will; that she signed and executed it willingly as her free and voluntary act for
the purposes therein expressed; that each of us in her sight and hearing signed the Will as
witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or
more of age, of sound mind, and under no constraint or undue influence.
Swom to or affirmed and
Subscribed to before me k (`
by ,,'Nb;r J OL5EW
and =�+ c (? O�Pa�n _ Witness
witness s, on �F,_o 2013.
Witn
Notary Public '
NOTARIAL SEAL
CORINNE EGGERS WOODHOUSE
Notary Public
[My USQUEHANNA TWP., DAUPHIN COUNTY
Commission Expires Aug 19,2015
r
IA"7
LAST WILL AND TESTAMENT
�7
OF
EDNA A. KING
I, EDNA A. KING, now domiciled in Cumberland County, Pennsylvania, declare this to
be my Last Will and Testament. I revoke all other wills and codicils that I may have previously
made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate
shall be paid by my Executor from the principal of my residuary estate as soon as practicable
after my death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but
not including any generation skipping tax) payable by reason of my death shall be paid out of
and be charged generally against the principal of my residuary estate without reimbursement
from any person. This provision is not a waiver of any right which my Executor has to claim
reimbursement for any such taxes which become payable as the result of any property over
which I have the power of appointment.
Article III
I give, devise and bequeath my tangible personal property in accordance with any
memorandum I have handwritten or signed, located with my will or with my valuable papers and
PSEC*i
03/17/2014
Hazen Elder Law
Corinne Eggers Woodhouse, Paralegal
2000 Linglestown Rd, Suite 202
Harrisburg, PA 17110
Re: EDNA A KING, Deceased.
PSECU Reference# 7834004876518
Dear Ms. Woodhouse:
The above referenced person has a Tentative Trust Account with PSECU which was opened
on September 13, 2011. The share accounts were individually held by Edna A King with
Richard E.Price named as beneficiary.
The following are the Date of Death Balances for EDNA A KING's account with PSECU:
Account Date of Death Balances
Shares: Interest—December 1-27
(S1) Savings $5.79
(S50) Certificate $0.00
(S52) Certificate $3,075.21 $1.71
(S53) Certificate $2'442.91 $0.81
$1,184.16 $1.04
If you have any questions,please contact our department toll-free at(800) 237-7328,press 6,
extension 3120 or email accountseDlicesna nsecu com.
Sincerely,
dandy Fa ley U
Member Service Representative
PSECU
5 � g � �� �
IV'AIR 2 0 2014
P. O. BOX 67013 HARRISBURG, PA 1 7106-7013 800.237.7328 >>psecu.com
THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.
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