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HomeMy WebLinkAbout05-19-15 1:7.d1....11 IIWI11 1 J 1505610143 REV-1500 EX(01-10) � PA De artment of Revenue Y OFFICIAL USE ONLY p penns Ivania Counry Code Year File Number Bureau of Individual Taxes DEPqRTMENTOFREVENUE PO BOX.280601 INHERITANCE TAX RETURN 21 15 0107 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Ol 13 2015 05 01 1920 DecedenYs Last Name Suffix Decedent's First Name MI RICHCREEK MARTHA J (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 Return � 2. Supplemental Return � 3. Remainder Return(date of death prior to 12-13-82) � 4. Limited Estate � 4a.Future Interest Compromise I� 5. Federal Estate Tax Return Required (date of death after 12-12-82) 6 Decedent Died Testate � Decedent Maintained a Living Trust � 8. Total Number of Safe De osit Boxes X❑ (Attach Copy of Will) ❑ (Attach Copy of Trust) ---- p � 9. Litigation Proceeds Received � 10.Spousal PovertY Credit(date�f death I� ��.Election to tax under Sec.9113(A) betweenl2-31-91and1-1-95 (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number BRADLEY L GRIFFIE 717 243 5551 REGISTER OF WILLS USE ONLY First line of address � � �� 2 0 0 N HANOVER S TREE T � � � rr�i ,:a Second line of address � -'� w, —�c �; �; : s--- �,, . c�- f':", � 9 I'� DA�E FILED '"'" City or Post Office State ZIP Code -� ,.� ��'< CARL I S LE PA 17 013 -- s -� .,- 7 �--� c=� h..a Y_: �-�"t r-•— CorrespondenYs e-mail address: bgrlffie@gt'Ifflelaw.COm � �-"� � Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and staterriE;nts,and to the best of my knowledge and belief, it is true,correct and complete.Dedarati reparer other than the personal representative is based on all infom�ation of which preparer has any knowledge. �ATURE PERS�RESC�B, FOR FIL G R TURN . _ " DATE , Ronald L. Richcreek ',�,-",� ,5 � ADDR 50 Wedqewood Drive, Carlisle, PA 17015 SIG TURE OF PREPARER OTHER THAN REPRESENTATIVE DATE Bradley L. Griffie DRE /� 200 N. anover Street, Carlisle, PA Side 1 � 1505610143 1505610143 � � � �1 � ...0..u uun � � 1505610243 REV-1500 EX Decedent's Social Security Number �e�ede�eSName: RIChCI'eek, Martha J. 183 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&Miscellaneous Personal Property(Schedule E)............... 5. 14 , 5 91 . 31 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6 32 , 74 6 . 5 9 7. Inter-Vivos Transfers&Miscellaneous N�q-Probate Property (Schedule G) U Separate Billing Requested............ 7. 3 , 196 . 71 8. Total Gross Assets (total Lines 1-7)..................................................................... 8 50 534 . 61 r 9. Funeral Expenses&Administrative Costs(Schedule H)....................................... 9 5 , 53 6 . 80 10. Debts of Decedent, Mortgage Liabilities,&Liens(Schedule I).............................. 10. 2 , 885 . 83 11. Total Deductions(total Lines 9& 10)................................................................... �� $ , 422 . 63 12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2 42 , 111 . 98 13. Charitable and Governmental Bequests/Sec 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. 42 , 111 . 98 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.00 15. 0 . 00 16. Amount of Line 14 taxable 42 , 111 . 98 16 1 , 895 . �4 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 � . 0 0 18. � . �� 19. Tax Due.................................................................................................................. 19 1 , 895 . 04 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �X Side 2 � 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-15-01C17 DecedenYs Complete Address: DECEDENT'S NAME Richcreek, Martha J. STREET ADDRESS Thornwald Home 442 Walnut Bottom Road CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 1,895.04 2. Credits/Payments A. Prior Payments 2,000.00 B. Discount 10.00 Total Credits(A +g) (2) 2,010.00 3. Interest �3) 4, If Line 2 is greater than Line 1 + Line 3,enter the difference. This is the OVERPAYMENT. (4) 114.96 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) Make Check Pa�rable to REGISTER OF WILLS, AGENT. "� i��� " � � � �����},ry����� �u���`� ��,_���,�„.� ����� � �su� � � ` �� �6k�'iy� � ' r'���m�h�u� �� ,�,��x oE����N'.': ������'X�t -.�, :Vtins.�'��ed,i�V`�#"��I,u�,71�`�s 9„4tk�-�dP'm� u"mF��'�h�`�`r`rv�.«'��IF,pinr , �-, ��i�lfr���.. �`3 � `hl �.. PiIxA�� � h='� (�Imlrli.. „ �l:�ir` , . 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 propeRy transferred or its income:.................................. ❑ ❑x c. retain a reversionary interest;or..........................__................................._... __....__.............................. ❑ � d. receive the promise for life of either payments,benefits or care?........................... ................................ ❑ ❑x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.......................................................................... ........ . .............................. ❑ ❑X 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 Re'tirement 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. � rs ((H�h i�-��§� : � gx .. ,.. ��.�,��:- —"�,zr� ilai.�"�:- �..�� . , . di m��k'"d�4�����i�"' �� .... ��R`=�.—w�, a6�iii�� �i;uF i ,.,,.�i� �r'e�-�E i,,.i .�,; ��i +�� ....� .a,.� �� •_': , tl . �� y,,.�!,:��I(����I�«kw-S�.,s:-�w. i..�wr c� u.:_ �,�,�-,� . ... .� u.... , _ . . . 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 1.2)[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 perrent[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+(6-98) SCHEDULE E � CASH, BANK DEPOSITS, & MISC. PERSONALPROPERTY COMMONWEALTHOFPENNSYLVANIA . . INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Richcreek, Martha J. 21-15-0107 Include the proceeds of iitigation and the date ihe proceeds were received try the estate. All property jointly-owned with the right of survivorship must be disclosecl on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Refund from pre-paid funeral 376.31 2 Liquidated Series HH U.S. Savings Bonds- 13,500.00 (Liquidation requested by decedent prior to death;attempted automatic deposit denied after death) (See attached statement) 3 2014 Personal Income Tax Refund-Federal 715.00 TOTAL(Also enter on Line 5, Recapitulation) 14,591.31 (If more space is needed,additional pages of the same size) Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.6-98) Rev-7509 EX+(6-98) ; : , SCHEDULE F � COMMONWEALTHOFPENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Richcreek, Martha J. 21-15-0107 If an asset was made joint within one year of the decedenYs date of death,it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Patricia Anne Martin 210 Union Hall Road Daughter Carlisle, PA 17013 B. Ronald L. Richcreek 50 Wedgewood Drive Son Carlisle, PA 17015 C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF �nrE oF�EarH ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD�S DECE ENT'S I�NTEREST NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR VALUE OF ASSE INTEREST TENANT JOINT JOINTLY-HELD REA�ESTATE. 1 B 9/21/2010 M&T Bank(Checking Account)- 18,582.05 50.000% 9,291.03 Account No.XXXXXX8606 (See attached statement) 2 A, B 6/27/1988 M&T Bank(Savings Account)- 70,366.67 33.333% 23,455.56 Account No.XXXXXXXXXX9623 (See attached statement) TOTAL IAlso enter on Line 6, Recapitulation) 32,746.59 (If more space is needed,additional pages of the same size) Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev.6-98) Rev-1510 EX+(6-98) SCHEDULE G � , INTER-VNOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTHOF PENNSYLVANIA . INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Richcreek, Martha J. 21-15-0107 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATN %UP DECD'S excwsioN TAXABLE NUMBER THE DATE OF T ANSFERSATTACH A COPY OF TI�HE DEIED�OR REAL ES TAT�E VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 M&T Bank(Individual Retirement Account) - 3,196.71 100.000% 3,196.71 Account No. XXXXXXXXXX3193 (See attached statement) (Named beneficiaries are Ronald L. Richcreek(Son) and Patricia Anne Martin (Daughter) TOTAL(Also enter on Line 7, Recapitulation) 3,196.71 (If more space is needed,additional pages of the same size) � Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.6-98) REV-1151 EX+��O-06) ;, ;; SCHEDULE H � FUNERAL EXPENSES & COMMNHERITA CE�T�RETURNANIA RES�oENTOE�EOENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Richcreek, Martha J. 21-15-0107 Debts of decedent must be reported on Schedu►e I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s) attached 210.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(sl Commission oaid 2. Attornev's Fees 4,000.00 See continuation schedule(s) attached 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zio Relationshiq of Claimant to Decedent 4. Probate Fees 340.50 See continuation schedule(s) attached 5. AccountanYs Fees 242.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 744.30 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 5,536.80 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Richcreek, Martha J. 21-15-0107 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Cemetery Death Date Engraving 210.00 H-A 210.00 AttorneX Fees 2 Griffie&Associates, P.C. (Estimate) 4,000.00 H-B2 4,000.00 Probate Fees 3 Probate Fees(estimated) 340.50 H-B4 340.50 Other Administrative Costs 4 The Sentinel (Advertising) 169.30 5 Cumberland Law Journal (Advertising) 75.00 6 Reserves 500.00 Fi-B7 744.30 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX+(12-08) � SCHEDULE 1 _-�� �� , DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTHOFPENNSYLVANIA � INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Richcreek, Martha J. 21-15-0107 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreirnbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Millennium Pharmacy 104.33 2 Thornwald Personal Care Facility 2,781.50 TOTAL(Also enter on Line 10, Recapitulation) 2,885.83 (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 I(Rev. 12-08) REV-1513 EX+�11-08) � � � SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BE N E F IC IARI ES IN RESIDENTED�DENTRN ESTATE OF FILE NUMBER Richcreek, Martha J. 21-15-0107 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT �Words) ($$$) Do Not List Trustee s TAXABLE DISTRIBUTIONS [include outright spousal I• distributions,and transfers under Sec.9116 a) 1.2 Patricia Anne Martin Daughter Fifty percent of 21,055.99 210 Union Hall Road net distributable Carlisle, PA 17013 estate Ronald L. Richcreek Son Fifty percent of 21,055.99 50 Wedgewood Drive net distributable Carlisle, PA 17015 estate Total 42,111.98 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)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 11-08) LAST WILL AND TESTAMENT I, MARTHA J. RICHCREEK, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estafe as soon as practicable after my decease and as part of the administration of my estate. 2. � I give, devise and bequeath all of my estate, both real and personal property, unto my husband, JAMES A. RICHCREEK, absolutely. 3. In the event my said husband shall predecease or fail to survive me then I give, devise and bequeath all of my estate, both real and personal property unto my two children: RONALD L. RICHCREEK and PATRICIA ANNE MARTIN. 4. I nominate, constifute and appoint RONALD L. RICHCREEK and PATRICIA ANNE MARTIN as Executors of my estate. 5. I direct that my Executors shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 6. I authorize and empower my personal representatives in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of whieh I die � �LAW OFFICES ,/� G�✓L � ��/'����ZCC�- __ JAM F, MARTSON, P.C. Martha J. Ra%hcreek Page 1 :� seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and delivery such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF I have hereunto set my hand and seal this /��" day of j�,�r�.,c.���� , 19 81. v ; /J .�r.Z-L�� • �`,/�'��'J�� �SEAL Martha J. R'chcreek SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, MARTHA J. RICHCREEK, as and for her Last Will and Testament, in the presence of us, who, at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix and of each other. ��:.� �' y���� , } !�`-�� � � , ` � 19-C-��'��--�_ LAW OFFIGES LIAM F. MARTSON� P.C. Page 2 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, MARTHA J. RICHCREEK, 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 the 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 expressed. � C1rt��'", � (/I tic'��"� Sworn or affirmed to and ac owledged before me by MARTHA J. RICHCREEK, the Testatrix, this /���' day of ��� , 198.� l_ � � , Cl�-'� Notary Public � WILLIAM L. EARP,Notary Public COMMONWEALTH OF PENNSYLVANIA ) Cart'rsle,Cumberland Co.,Pa. ' : SS. N�Y Commission Expires Aug. 13, 1984 COUNTY OF CUMBERLAND � ) W e, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw MARTHA J. RICHCREEK sign and execute the instrument as her Last Will; that MARTHA J. RICHCR.EEK signed willingly and that MARTHA J. RICHCREEK, executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of MARTHA J. RICHCREEK, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. �AJr�u%u ;��`��`"L���,h�I Addres�,<(� 3 �-�� �6��%� Cr�,� ,��.��� /�fI /7ni�� , � � , ��� � � �-�-��.--�-- A dres� r�/�i /3-�' y/5� `�Z�Lc�1�-1 i�/�i 7�Y/ Sworn or affirmed to and subscribed before me this f.�� �h day of (�,_Z,�;:,.y , 1980 � �� r � � � � , ��� ..�,.:._._ � , LAW OFFIGES Notary Public .LIAM F. MARTSON, P.C. - WILLIAM L. EARP, Notary �ublic Carlisle, Cumberland Co., Pa. �• � My Commission Expires Aug. 13, I�l$�4 ,;;.,.; � ..,. • �"'' ' Attachment to Schedule "E" � � � � � � � a+ � O N N Z o � � � r" O >' � M � � � N •L T � c- � � c- T r- � � � � �- � � tf? . d � � +.�+ y N N N N N N N N N N N N N N � � �6 r�+ O O O O O O O O O O O O O O � QjQ � <0 NNNNNNNNNNNNNN -p� � 0 O O O O O O O O O O O O O O �— QfC c- � � �- � � �- � r- c- � c- r t- 7 O C C � N C � i �^L � O � >+�� LL y � �� �� a � i tn t.() lf� Ln lf� Lf') LS� tn Ln tn LC) L(� tn tf) O N � y � �-- � e- c- � �- � c- c- � �- � c- y EA j,'N� m +' a�+ 00000000000000 � � cC N N N N N N N N N N N N N N � � � � �. � � � � � � � � L � � (6� .�+ � d' �f V � � � d"d' � �' d' d' d"7 � Z�� X �C 00000000000000 r �n � � N � � .0� U Z — O �+_� yU � � d O ��� 'O �� U7 N p 'O � p.(6 C �p U } O �Z N�s 0 0 0 0 0 0 0 0 0 0 0 0 0 0 � _ � n.'�"� o � o 0 0 0 0 0 0 0 0 0 0 0 � � = N O �,�,, 00000000000000 V �rj � L f0 lf') ln U� l.C) Lf� Lf� l.f) ln lf� ln ln L(� Ln L(� .L T � C N,� O � � c- � � � � �-- �-- � �- � � �- � a f!? 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February 6,2015 Griffie & Associates,P.C. �- ' , 200 North Hanover Street Carlisle,PA 17013 , Re: Estate Martha J.Richcreek Social Security: 183-12-1541 Date of Death: January 13 2014 Dear Sir or Madam: Per your inquiry on January 30,20l 5,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. TypeofAccount CheckingAccount Account Number 9850788606 Ownership(Names o� PatriciaA.Martin(POA) Mrn•tha J.Richcreek Ronald L.Richcreek Opening Date 09/21/2010 - Balance on Date ofDeath $ 18,581.92 Accnred Interest $ •13 �-------------------------------------------------___------ Total � 18,582.05 2. Type ofAccount - SavingsAccount Account Number 15004200039623 Ownership(Names o� Patricia A.Martin � Martha J.Richcreek Ronald L.Richcreek Opening Date 06/27/1988 Balance on Date ofDeath $ 70,365.22 Accrued Interest $ 1.45 �--------------------------- --------.....----� Total $ 70,366.67 3. Type ofAccount Individual Retii�ement Account Accowat Number 35004200223193 Ownership(Names o� Martha J.Richcreek Opening Date OS/OS/1999 Balance on Date of Death � 3,175.56 Accnred Inte�•est $ 21.15 --------------------------------._...----- Total $ 3,196.71 For any additional information on the above accounts,including ownership and any changcs,closures and/or reimbursement of funds, please call the High Street Carlisle at 717-240�536. Wc were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not include any accounts in which the deceased may have been listed as�Povver of Attorney,Custodian of Uniform Transfers, Representative Payee,or Trustee under a Written Agrecment Sincerely, Valarie Mercer Records Management Attachment to Schedule "G" �������c�1'�� . ... ..� . , . . - . :,�tii�(`._:!L.:il't",_ ':t:dtlS.lt7 ?:):'...'Y. 499 Mitchell Road,Millsboro,DE 19966 Records Management . Phone 888-502-4349 F ax (302)934-2955 . _ ... .._ , ... February 6,2015 � Griffie& Associates, P.G �� ' � � � � 200 North Hanover Street Carlisle,PA 17013 . Re: Estate Martha J.Richcreek � Social SecuritY: 183-12-1541 Date of Death: Januarv 13 2014 Dear Sir or Madam: Per your inquiry on January 30,20]5,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. Type ofAccount CheckingAccount Account Number 9850788606 Ownership(Names o� Patricia.4.Martin(POA) Martha J.Richcreek Ronald L.Richcreek � Opening Date 09/21/2010 - Balance on Date ofDeath � 18,581.92 Accn�ed Interest � .13 ._------------------------------------------� Total $ 18,582.05 2. Type ofAccount " SavingsAccount Account Number 15004200039623 Ownership(Names o� Pab•iciaA.Martin � Martha J.Richcreek . Ronald L.Richcreek � Opening Date 06/27/1988 Balance on Date ofDeath $ 70,365.22 Accrued Interest $ 1.45 �-----------------------------------� Total � 70,366.67 ;. Type ofAccozrnt Individual Retirement Account Accou�at Nwnber 35004200223193 Ownership(IVames ojJ Mai7ha 1.Richcreek � Opening Date OS/OS/1999 Balance on Date ofDeath � 3,175.56 Accnted Interest $ 21.I S ------------------------------------ � Total � 3,196.71 ' For any additional information on thc abovc accounts,including owncrship and any changes,closures and/or reimbursement oS'funds, please call the High Street Carlisle at 717-240-0536. Wc�vcrc unablc to locate any safc deposit box for the abovc-mentioned decedent. This letter does not include any acco�nts in which the deceased may have been listed as•Powcr of Attorney,Custodian oF Uniform Transfers, � Representative Payee,or Trustee undcr a Written Agrecmcnt Sincerely, Valarie Mercer Records Management