HomeMy WebLinkAbout02-22-06
~'500 EX (&-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FIJIE NUMBER
~L-~~
COlMY CODE YEAR
--L ~~BER l ~-
DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) SCCIAL SECURITY NUMBER
t-
Z Beckner, Katherine W 215-10-4843
W DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD- YEAR) llilS REtURN MUST BE FILED IN DUPUCATE Willi THE
C
W 11/24/2005 8/17/2007 REGISTER OF WILLS
0
W (IF APPLICABLE) SURvrvlNG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOClALSECURITYNUMBER
C
w lli] 1. Original Return 0 2. Supplemental Return o 3. Remainder Return (da!e ofdea!h pnorlo 12-1:>-82)
I-:
~:g;U) o 4. Umited Estate 0 4a. Future Interest Compromise (dale of dealh after 12-12-82) [KJ 5. Federal Estate Tax Return Required
uO::~
wo.u Qg 6. Decedent Died Teslate(Attadlcopy of WI) 0 ~ 8. TcAalNumberofSafeDepositBoxes
::cOO 7. Decedent Maintained a Uving Trust (Altach copy ofTrust)
uO::..J
0.10
~ o 9. Litigation Proceeds Received o 10. Spousal Pl1>'eftyCredit (date of death between 12-31-91 and 1-1-95) o 11. Election to tax under Sec. 9113(Aj(Allach Sell 0)
I- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z NAME COMPLETE MAILING ADDRESS
w
0 Clinton F. Beckner I Jr. 280 Brandy Run Road
z
0 FIRM NAME (If Appicrole) ,-~ '"
0. Newville, PA 17241
U) -.1
w I
0:: .~
0:: TELEPHONE NUMBER )
0
u (717) 776-5996 - l
)
1. Real Estate (Schedule A) (1) 0.00 OFFICIAUJSE ONLY
2. stocks and Bonds (S:hedule B) (2) 173,188.01 - .
. . :
3. Oosely Held Ca'poration, Parlnership or Sde-Proprietorship (3) 0.00 I
4. Mortgages & Noles Receivable (Schedule D) (4) 0.00 '.
i
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 172,594.18
Z (Schedule E)
0 6. Jointly ONned Property (Schedule F) (6) 602.38
5 o Separate Billing Requested
::> 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 227,176.00
t- (Schedule G or L)
a: 8. Total Gross Assets (total Lines 1 . 7) (8) 573,560.57
<(
0 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 11,960.08
W
u: 10. Debts of Decedent, Mortgage LiabUities, & Liens (Schedule I) (10) 4,774.68
11. T., Deductions (total Lines 9 & 10) (11) ==___ -..--- _.~a___ 16,734.76
----
12. NetValueor~(Une6minusUne11) (12) 556,825.81
13. Charitable and Governmertal BequestslSec 9113 Trusts for which an election to tax has not been (13) 0.00
made (Schedule J)
14. Net Value Subject to Tax(Une 12 minus Une 13) (14) 556,825.81
SEE INSTRUCTIONS FORAPPUCABLE RATES
Z
0 15. Amount of Une 14 taxable at the spousal tax
~ rate, or transfers under Sec. 9116 (a)(1.2) X.O_ (15) 0.00
to- 16. Amount of Une 14laxable at lineal rate 55 6, 82 5 . 81 X.o 4 5 (16) 25,057.16
::>
0.. 17. Amount of Line 14 taxable at sibling fClte X .12 (17) 0.00
~
0 18 Amount of Line 14 taxable at collateral rate X .15 (18) 0.00
0 - -- ~._- . -- ~'-~
>< 19. Tax Due (19) 25,057.16
~ 20. 0 I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I
- ..... ..... ,..,.. In,.. "P^ A ...,..,.....Ie!l A" ^I ......."P."..,... ^... .,..... ,.-ef'''' ............ AIU,", er-""u"""1II .. A....U .J 4
D8cec;tent's Complete Address:
STREET ADDRESS 2 8 0 Brandy Run Road
em' . 11 I STATE PA I ZIP 17241
NeWVl e
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
25,057.16
1,252.86
Total Credits (A + B + C) (2)
1,252.86
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENt
Check box on Page 1 Une 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the dilference. This is the TAX DUE. (5)
0.00
0.00
23,804.30
A. Enter the interest on the tax due.
(SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF mus, AGENT
23,804.30
PLEASE ANS\nER lHE FOLLOWNG QUEsnoNS BY PLACING AN "X" IN lHE APPROPRIATE BLOCKS
1. Did decedent make a tl'illsfer and: Yes
a. retain the use or income ofthe property transferred; ........................................ D
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . .. D
c. retain a reversionary interest; or ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
d. receive the promise for life of either payments, benefits or care? ................... . . . . . . . . . . .. D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [ZJ
3. Did dececleri own an "in trust for" or payable upon death bank account or security at his or her death? . . . " D
4. Did decederi own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .. . .. . . . .. . . . .. .. . .. . . . . . .. . . . .. . . . . .. . . . . . .. . .. . .. . . " D llil
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examine1 this return, including accompanying schedules and statements, and to the be&t of my kOONledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal represertative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
I'D ~ ~ p, ht ~ I ,...,
ADDRESS
280 Brandy Run Road, Newville, PA 17241
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
No
~
~
llil
llil
D
~
DATE
2/21/06
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value oftransfers to or for the use ofthe surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)).
The statute does not exemot a transfer to a survivil'll 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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive
parent, or a stepparent ofthe child is 0% [72 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%, except as roted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)).
The tax rate imposed on the net value of transfers to orfor the use ofthe decedent's siblings is 12% [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 decedert, whether by blood or adoption.
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LAW OFFICES
nSHl\IAN & HESS
CARLISLE.
:NNSYLVANIA 17013
LAST WILL AND TESTAMENT
OF
KATHERINE W. BECK~R
I, KATHERINE W. BECKNER, of R. D. 2, Newville, Cumberland County, pennsyl-
vania, being of sound anc disposing mind, memory and understanding, do hereby
make, publish and declare this as and for my last will and testa."1Ient hereby
revoking all other wills and codocils heretofore made by me.
FIRST
I direct the payment of my debts and expenses of my last illness and funeral
from my estate as soon after my death as conveniently may be done. If there be
no cemetery lot available for my interment, owned by me at the time of my death,
I authorize my personal representative to purchase such cemetery lot with a
contract for perpetua1 care, using therefor funds from my estate, in such amount
as he shall consider necessary and desirable, and I authorize my personal repre~en-
tative to cause title to or ownership of such lot so purchased to be vested
. in such person as my personal representative shall designate.
Further, in this connection, I authorize my personal representative to
expend funds from my estate, in such amount as my personal representative shall
consider necessary and desirable, for the purchase, erection and inscription of
a suitable marker for my grave.
SECOND
I give, devise and bequeath all my personal and real property to my beloved
husband, CLINTON F. BECKNER, SR., provided that he be living on the thirtieth
(30th) day .after the date of my death.
THIRD
In the event that my beloved husband, CLINTON F. BEC~~ER, SR., should fail
to survive me by thirty (30) days I direct that all my property, both real and
personal, wherever located, be distributed in equal shares to SUZAN~ffi3~IDGES
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of Cockeysville, Naryland
and CLINTON ? BECKNER, JR., 0:
Honolulu, Hawaii
, or their issue, per stirpes.
FOURTH
I direct that no trustee, executor, or other fiduciary named, nominated, or
appointed t~ this, my Last Will and Testament, shall be required to post any
bond or give any security of any type for any purpose whatsoever, any law or
rule of court of the Commonwealth of Pennsylvania or any other jurisdiction to
the contral:,! notwithstanding.
FIFTH
Ny executor shall have the following powers in addition to those vested in
hL~ by law and by other proviSions of this will, applicable to all property,
real, personal and mixed and wheresoever situate, including property held for
minors, whether principal or income, exercisable without court approval, and
effective, with respect to each item of said property, until actual distribution
thereof.
A. To retain, as investments of my estate or trust, any or all assets of
my estate, real, personal or mixed, without regard to any principal of diversifi-
cation, and to purchase and acquire real or personal property, and to hold any
or all of such real and personal property retained or acquired without making
the same productive of income.
B. To permit the children, or either of them, to occupy any real estate
retained or acquired upon such terms and conditions as my Executor shall deem
proper.
C. To pay all taxes, charges, and expenses of maintenance, upkeep, improve-
ments, development, protection, preservation and investment of any retained or
acquired real or personal property, such payments to be made from either princi-
pal or income as my said Executor shall determine.
D. To retain or invest any and all funds, whether principal or income,
in any real or personal property without restriction to legal investments; to
purchase investments at premiums; to exercise all rights of a security holder
or share holder in any corporation; and to lease, mortgage, pledge, give options
upon or sell at public or private sale and without approval ar any court and
without any responsibility to the buyer or buyers to see to the application of
the purchase price,and real or personal property, or portion or portio~s thereof,
irrespective of the manner or the means by which the same was acquired by my
said Executor.
E. To make any payment of distribution herein provided for in cash, kind,
or partly in cash and partly in kind, at valuations fixed by my Executor at the
time of distribution.
SIXTH
Any and all payment or payments of any sum or sums, whether in cash or in
kind and whether for principal or income, payable to the said children, or
any of them, shall be made upon the sole receipt of the respective individual
to whom the payment is made, and free from anticipation, alienation, a5sig~~ent,
attachment, and pledge, and free from control by the creditors of any such
beneficiary. All shares or principal and income herein given shall be free
from anticipation, assignment, pledge, or obligations 0: any beneficiary, and
shall not be subject to any execution or attachment.
SEVENTH
I nominate, constitute and appoint my husband, CLINTON F. BECKNER, SR.,
Executor of this my last will and testament. In the event of the renunciation,
death, resignation or inability to act for any reason whatsoever of my said
husband, I nominate, constitute and appoint my son, CLINTON F. BECKNER, JR. and'
my daughter SUZANNE BRIDGES,.
co-Executors of this my last will and testament.
IN WITNESS ~n{EREOFr I have hereunto set my hand and sela to this, my last
will and tastament, consisting of three (3) typewritten pages, the first two (2)
of which bear my signature in the margin for the purpose of identification
this
17,ft-
day of
~Vl:V1
,1984.
. --1;7i",\.\ ,,,,.~ 1..-;1.:;.. \V:'.{ r__ ~ j \ ~
~atherine w. Beckner
(SEAL)
Signed, sealed, published and declared by the above named Testatrix,
r~THERI~ffi W. BEC~~ER, as and for her last will and testament, in the presence
of us, who at her request, in her sight and presence, and in the sight and
presence of each other, have hereunto subecribed our names as witnesses.
:9r~
Address~ oS CoIf~(" -5'( o,rl-l&f4 ~ 17D/.3
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"'r'// N U r" ':. //;'':'Il~/<
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Address ~;-:;:;:.7 (!L~'-?d.~n'f; 0~J;.J:{-<-
CO~.MONWEALTH OF PENNSYLVANIA:
:58.
COUNTY OF CUHBERLAND
\1e, KATHERINE 'IV. BECKNER,jZ-E", ~/i:-
...,-., 1\
...1/7/i...'
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0'""/;;/1,,',,;1 I:.and
the testatrix and the witnesses, respectively, whose names are signed to the
attached or foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the testatrix signed and executed the instrument
as her last will, and that she singed willingly, and that she executed as her
free and voluntary act fcr the purposes therein expressed, and that each of the
\.;itnesses, in the presence and hearing of the testatrix signed the will as
witnesses, and that to tte best of their knowledge, the testatrix was at the
time eighteen (18) years of age or older, of sound mind, and under no constraint
or undue influence.
SWORN to and subscribed before me
this
J .;-', C/.
, I 'day of
1984.
,...
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JlOBElH.\ L MM':~ ',,,. ~,~y DUaL
CARUSL < BI)"O " ,'_ IC
" "J. ",L,t "t"'. ~ ;;uuNry
M MY COMMIS~l(;r. "~I';i ~ "Ie l' i~
ember, P.M~Ylva,,,, ~" ,.'. .87
..h "IU"~.I, )!,'H,1arles
CODICIL
I, Katherine W. Beckner, of Cumberland County, Pennsylvania, being
of sound and disposing mind, memory and understanding, do hereby
make, publish and declare this Codicil to my Last will and
Testament, dated , 1984, hereby republishing
and reaffirming said Last will and Testament as herein modified,
amended and supplemented by this Codicil as if said Last will and
Testament were set out here in full, and do incorporate it by
reference hereto.
FIRST
In the event I am not survived by my husband, Clinton F. Beckner,
Sr. and prior to any other distribution of my assets, I give,
devise and bequeath the sum of Ten Thousand ( $lO,OOO.OO) Dollars
each to the following grandchildren of mine, to wit:
Clinton F. Beckner III
Andrew Beckner
Cathrine Berwald
Eric Beckner
Christine Miller
IN W~TNESS WHEREOF I have hereto set my hand and seal this ~3 (~ay
of ~(\\",'--~Y-?1 ' 1995.
~ !"\'tt::, !.',.: i, ell 2. DJ) Q ~,{ ,) A, ( SEAL)
Katherine W. Beckner
In our presence Kathrine W.Beckner, signed this and declared it to
be her Codicil , and now at her request, in her presence, and in
the presence of each other, we sign as witnesses. ,
(1)1Ad/~) C. ~l}LLchv () j,j )
'i)' . (1 fl. f)' J
(..buJ-C4-n (f' ltrTy--z-K
State of Pennsylvania
SSe
County of Cumberland
On Jnu(:l Y""--') ,;;).3, , 1995, before me, the undersigned
notary public, personally appeared Katherine W. Beckner, and in due
form of law acknowledged the foregoing instrument to be that
person's act and deed and desired that the same be recorded as
such.
-
WITN~SS my hand and notarial seal the day and year aforesaid.
~6 '
HELEN B. SHULE.~8ERG-
District Justiro 09-3-02
2.7 W. Bi~ Si:)r1ng AvonuEf
N~wville, PA 17241
Cc:rnmlsskm 2000
REV-1503 EX + (1-97) (I)
COMMONV\EAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Katherine W. Beckner
FILE NUMBER
2005-0189
All property jointlY-oNIled with the right cil survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
,. The Vanguard Group
GNMA Fund Account No. 9920610490
VALUE AT DATE
OF DEATH
Date of Death Value
Accrued Dividends
172,493.01
695.00
TOTAl. (Also enter on line 2, Recapitulation) $
173,188.01
tmll
REV-1S10 EX + (1-97) (1)
COMMWM:A1.TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT lLCEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBAlE PROPERTY
ESTAlE OF
Katherine W. Beckner
FILE NUMBER
2005-0189
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1f.OO COVffi SHEET ;s yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE TIE NAME OF TIt: TRANSFEREE, THEIR RELATIONSHIP TO DECEDENr AND THE DATE DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER Of TRANSFER. ^ lTACH A COPY OF mE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST (IF APPLICABlE)
1- Clinton F. Beckner, Jr. 50,000 100 3,000 47,000.00
Son 12/24/04 0.00
0.00
2 Nancy M. Beckner 50,000 100 3,000 47,000.00
Daughter-in-Law 12/24/04 0.00
0.00
3 Sue Bridges 26,000 100 3,000 23,000.00
Daughter 6/15/2005 0.00
0.00
4 Clinton F. Beckner, Jr. 25,000 100 25,000.00
Son 6/15/2005 0.00
0.00
5 Nancy M. Beckner 25,000 100 25,000.00
Daughter-in-Law 6/15/2005 0.00
0.00
6 Sue Bridges 30,000 100 30,000.00
Daughter 10/21/2005 0.00
0.00
7 Clinton F. Beckner, Jr. 15,088 100 15,088.00
Son 3/24/05 0.00
0.00
8 Nancy M. Beckner 15,088 100 15,088.00
Daughter-in Law 3/24/05 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOTAL (Also enter on line 7, Recapitulation) $ 227,176.00
REV-1~11 EX + (1-97) (I)
COMMClNV'BIlTH OF PENNSYLVANIA
INHERITANCE TAX RET~N
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINlS1RAllVE COSTS
ESTATE OF
Katherine W. Beckner
FILE NLNBER
2005-0189
Debts fA decedent nv.;t be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Egger Funeral Home, Inc.
Mt. Lakes: Memorial Service Flowers
Nancy M. Beckner: Funeral Refreshments
6,918.60
31.80
242.95
B.
1.
ADMINISTRATIVE COSTS:
Persoral Represenlative's Commissions
Name of Personal Represenlative(s)
Social Security Number(s) I E1N Number of Personal Representative(s)
street Address
2.
3.
City
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as daimant's, attach explanation)
aaim~ Clinton F. Beckner, Jr.
S1reetAddress 280 Brandy Run Road
City Newville Slate PA
Relationship of Claimant to Decedent Son
State
Zip
Zip 17241
3,500.00
4.
Probate Fees
91.00
5.
AccoLrnart's Fees
6.
Tax Return Preparer's Fees
7.
Cumberland Law Journal: Advertising/Executors Notice
The Evening Sentinel: Advertising/Executors Notice
Reserve Account: Filing Fees and Misc. Costs
75.00
100.73
1,000.00
TOTAL (Also enter on line 9, R~apituJation) $
11,960.08
REV-15.12 EX + (1-97) (I)
COMMOl'N"8.lTH OF PENNSYlVANIA
INHERITANCE TAX RET~N
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDEN"r,
MORTGAGE UABlUTIES, & UENS
ESTATE OF
Katherine W. Beckner
ALE NUMBER
Include unreimbur.;ed medical expem;es.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Continuing Care, RX
Prescription Medicine
Prescription Medicine
10/25/05
11/07/05
183.49
55.32
')
L
Swaim Health Center 10/02/05-11/23/05
4,535.87
lOTAL (Also enter on line 10, Rocapitulation) $
4,774.68
REV-1513 EX + (P-OO)
COMM<:lI'M(AlTH Cf PENNSYLVANIA
INHERITANCE TAX RETlRN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Katherine W. Beckner
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Clinton F. Beckner, III
1. 1854 N. Herndon st.
Annandale, VA 22201
2 Catherine Berwald Vu-Gia
2910 Gray st.
Oakton, VA 22214
3 Christine Berwald Miller
890 Talcott Rd.
Westfield, NJ 07090
4 Andrew C. Beckner
6923 Colton Blvd.
Oakland, CA 94611
5 Eric M. Beckner
53 Buckinham Rd.
Avon, CT 06011
6 Clinton F. Beckner, Jr.
280 Brandy Run Road
Newville, PA 17241
7 Suzanne B. Bridges
5 Cornish Heath Court
Pikesville, MD 21208 Daughter 50% Residue
ENTER OOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
NUMBER
I.
II
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
ALE NUMBER
RELATIONSHIP TO DECEDENT
Do Not Ust Trustee(s)
AMOUNT OR SHARE
OF ESTATE
Grandson
$10,000.00
Granddaughter
$10,000.00
Granddaughter
$10,000.00
Grandson
$10,000.00
Grandson
$10,000.00
Son
509) Residue
TOTAl.. OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET $
(If more space IS needed, Insert additional sheets of the same size)
0.00
January 9, 2006
iI:i-, Vanguard
VangU<lld. Flagship.' Service
Estate of Katherine W. Beckner
Attn: Clinton F. Beckner, Jr.
280 Brandy Run Rd.
Newville, PA 17241-8620
PO. Box 1103
Valley Forge, Pi\ 19482-1103
\'V'vV\:\.', vangua:Cl.i:oi'Y;
Dear Mr. Beckner:
Please accept our sincere condolences on the loss of Katherine W. Beckner. As you
requested, I am sending a valuation of Ms. Beckner's accounts as of November 24, 2005.
Because November 24,2005, was a non-business day, I have provided the values for
Wednesday, November 23,2005. The accrued dividends are through November 24,2005.
Katherine W. Beckner, Clinton F. Beckner, Nancy M. Beckner-
Guardian Account #09920610490
Name Shares Price Value Accrued
Dividends
Prime Monev Market Fund 65,247.730 $1.00 $65,247.73 $65.01
GNMA Fund Admiral Shares 16,828.586 $10.25 $172,493.01 $695.00
As of November 25,2005, the next business day, the values were as follows (accrued
dividends also through November 25, 2005):
Katherine W. Beckner, Clinton F. Beckner, Nancy M. Beckner
Guardian Account #09920610490
Name Shares Price Value Accrued
Dividends
!:!L~~ Money Ma~~et Fund 35,247.730 $1.00 $35,247.i~ $71.82
GNMA Fund Admiral Shares 16,828.586 $10.26 $172,661.29 $718.79
If you have any questions, please feel free to contact me at 800-345-1344, extension 8645.
Flagship's business hours are Monday through Friday from 8 a.m. to 10 p.m. and on
Saturday from 9 a.m. to 4 p.m., Eastern time.
Sincerely,
$-~. ~\Yo
George Stanko
Registered Representative
Correspondence Number 20042393
~
ADAMS
COUN1Y
N:\TIONAL BANK
December 20, 2005
Clinton Beckner. Jr
280 Brandy Run Rd
Newville, PA 17241
Re: Estate of Katherine W. Beckner
Di.:ar Mr. Beckner:
The following information is being provided as per your request:
Acct. Type Account Account Accrued Ownership Date Date Joint
No. Principal on Interest to Opened
D.a.D. D.O.O.
Checking 111473 $6.929.48 $1.60 It. wi Clinton 1 1-16-84 11/16/84
Beckner
Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer
Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5116.
Sincerely.
/
L,,(
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Lois Kime
Deposit Services
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Court Ordered Processing / MA 1 MB3 02-10
P.O. Box 841005
Boston, MA 02284
December 22,2005
Mr. Clinton F. Beckner, Jr.
280 Brandy Run Rd.
Newville, P A 17241
RE: Estate of: Katherine W. Beckner
Date of Death: November 24, 2005
Dear Mr. Beckner:
Per your request, enclosed please find the account information as of date of death for the
above-named decedent. Please note the balances do not include accrued interest.
If you should have any further questions, please do not hesitate to call.
Very truly yours,
Linda Spavento
OAG Team Leader
(617) 533-1789
(617) 533-1931-fax
Sovereign Bank
ESTATE OF
SOCIA~ SECURITY #:
DATE OF DEATH:
Katherine W Beckner
215-10-4843
November 24, 2005
Account #: 2891043936 Type: Checking
In the name of: Katherine W Beckner or Clinton F Beckner Jr
Date of Death Balance: $1,240.74
Int.(YTD) from 1/1/2005 to 11/7/2005
Accrued interest to date of death: $0.02
Other Info:
Open date: 3/5/2002
$1.62
Account #: 2895315717 Type:
In the name of: Katherine W Beckner
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Other Info:
CD
Open date: 12/31/2001
$100,000.00
10/31/2005
$351.36
$4,272.62
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