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Home My WebLink About07-17-07 .. .. .-J 15056051058 REV.1500 EX (06-05) PAOeplnnentdRevtnle *' I!url&I d IncIvIduIII T8lllIII PO BOX 2801101 HaniIIJlq. PA 17128-0801 ENTER DECEDENT INFORMATION BELOW ~.~.~_,___..___.._ Oaf8ofOeeth , 162-16-1664 11/12/2006 OI'FICIAI. USE ONLY INHERITANCE TAX RETURN ,~~ ,~m__ 21 : i 06 RESIDENT DECEDENT FIle NlInber 11113 Decedent's last Name SufIIx Date of Birth 11105/1916 Decedent's FIrst Name MI WICKARD ;B 'GEORGE (If ApplIcable) Enter SUrvivIng spouse'. lnfonnaIIon Below ~.~-~-~'!~--_._---- --------------------- WICKARD ~'s r..1f!l~~___ _ ETHEL ~~! Soci~~!'tY ~~.____-, THIS RETURN MUST BE fILED IN DUPUCATE WITH 1lIE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 'e:> 1. 0rIgIneI Relum c::> c::> 3. R8meInder Return (d8te of de8Ih prior to 12-13-42) 5. Federal ~ Tax Return RequIr8d 2. Supplerllenlal Return c:::::; .. limited Estate c::> 4a. Future InI8nIst CompromIse (d8leof c::> deelh lifter 12-12-82) c:::> 7. Decedent MlIII""ed a UvIng Trust (AIIach Copy r:A Trust) c::> 10. Spousal Pov.1y CnldIt (date of death c) 11. ElectIon to tax ooder See. 9113(A) belween 12-31-91 and 1-1-95) (AIIach Sdl. 0) CORRESPONDENT - TtIS SEC110N IIJSI' IE COIIII.ETED. AU. CORRESPONDENCE AND CONFIDEImAL TAX INFORIIATION 8IfOlI.D IE DIRECTED TO: -~------------_..- --.... ,. ,------------..----.-.--------------------. ------ ----- --.._----- -----------'--- ~_'!~~ ~ ----------------'. Robert R. Black , (717) 243-3727 c8> 6. Decedent DIed TeetBl8 (AItach Copy of WI!) C) 9. UtIgatIon Proceed8 ReceIved -.JL 8. Total Number of SlIfe 0ep0eIt Boxes _I=I!!!'_I\I~J!!..~L..._ __ Landis & Black FIrst line of address ....., , REGISTER OF ~S USE ONL'g 'I ;-=-0 -.. , ~ ::0 c.... i :1-0 c:: ! -,"::r: 0 .- ::):>r- . _ ?"m "~-:::::J .~~~ en ^ ..:.'00 - )0.. '.:)C . ::0 DA~ _.,~- 36 South Hanover Street -------.---,.-.-----------.---., ~-"'- . Second line of address ~ ~~..~-~-- Carlisle , L.. \) i :x ~ Slate ZIP Code PA 17013 7kz(07 L 15056051058 Side 1 15056051058 ....J MI L :-0 ~T." rp'r--' ~C-) ~l~ '''I '--J (j"l f~)-' :;;:)::::J ", ~1 ,.. ~~ '- ,-;, ziti] vt{ . ... ..J 15056052059 REV-1500 EX B WICKARD Decedent's Name: GEORGE RECAPITULATION 1. ReslesIat8(SdleduIeA). ............................................ 1. 2. Stocks and Bonds (Schedule B) .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or SoIe-ProprietorIp (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) .. .. . .. .. .. . .. .. .. . .. .. . .. ... 4. 5. Cash. Bank DeposIts & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly OWned Property (Schedule F) C) Separate BilUng Requested . . . . . .. 6.' 7. Inter-VIvos Transfers & MIscellaneous Non-Probate Property (Schedule G) c::> Separate Billing Requested... ..... 7. 8. Total GroIIa AueIa (total Lines 1-7). . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. FooeraI Expenses & Adminls1rallve Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. ~~~~~~IIClIri1}'.~~ , 162-16-1664 145,875.60 0.00 17,098.31 11,526.70 174.500.61 : 10. Debts of Decedent, Mortgage LiabIlities. & Uens (Schedule I). .. ... ... .. .. ... 10. ! 0.00 17,390.36 11. TobIl DeductIoM (total Lines 9 & 10).. . . .... .. . .... . . .... . .. ... . . ... .. . 11. 17.390.36 12. Net VIII... of EstIIIa (Une 8 minus Une 11) . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 12- 13. CharItable and Governmental BequesIsISec 9113 Trus18 for which i an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. , 14. Net Value Subject to TIIX (Une 12 minus Line 13) ... . . . . . . . . . . . . . . . . . . . . . 14. TAX COIFUTA11ON - SEE INSTRUC110NS FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transferB under See. 9116 (a)(1.2) X .O.QQ 16. Amount of line 14 taxable . ...c___ ....._.o.....c.. .,.c. ,. ..-0'" .. .~.....~.... at lineal rate X.O 45 17. Amount of LIrle 14 taxable .~..._'.____~_,.._.._......-...~_,_.__.,_'_'...~.-'~._c.,..~.<.,,~.,-~.....-.---,-._.. atslbHng rate X .12 18. Amount of line 14 taxable at collateral rate X .15 52,370.08 15. 104,740.17 16. i 17. 18. 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. ' 20. FILL IN THE OVAL. IF YOU ARE REQUESnNG A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 157.110.25 ! 0.00 157.110.25 4,713.31 4,713.31 ,.-.. 15056052059 ---I . GEORGE B WICKARD STREET ADDRESS 1562 Newville Road _._---,~~_._,-~ I 21 Ii 06 1\1!,~~ ' DECEDENT'S SOCIAL SECURITY NUMBER 162-16-1664 .. REV-1500 EX Page 3 Decedent's Complete Address: CITY Carlisle I STATE PA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2.~ A. Spousal Poverty crecIt B. Prior PaymenIs C. DisaltIlt (1) 4,713.31 4,700.00 Total CrecIts (A + B + C ) (2) 4,700.00 3. InterestIPenaIl if applicable D. Intenlst E. Penalty TotaIlnterestIPenaIl ( 0 + E ) (3) 4. If Line 21s ~ than Line 1 + Lile 3, enlBr lhe cIlrlnnce. Ttis Is the OVERPAYIIENT. Fin In OVII on Page 2, line 20 to NqtMt . NIund. (4) B. Enter the tol8I of Line 5 + SA. Ttis Is !he BALANCE DUE. (5) (SA) (58) 13.31 5. If Line 1 + line 3 Is greaIer than I.i1e 2, enlBr !he dIlr8nlnce. ThIs Is !he TAX DUE. A. Enter the inIer8st on the tax due. 13.31 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOUOWlNG QUEsnONS BY PLACING AN T IN THE APPROPRIATE BLOCKS 1. Did dBc8dllnt make a transfer and: Yes No a. ,*,!he use or inc:ome of !he property lr8nsfBn8d;.......................................................................................... 0 1iI b. I8Iain lhe ~ to designate who shall use the property nil_red or its income; .................__........................ 0 1iI c. I8fain a r8VIIlIionary lr8esI; or.......................................................................................................................... 0 Ii] d. receive !he prorrise for Iif& of eilher paymenIs, benefits or ClII8? ...................................................................... 0 Ii] 2. If deeIh ocamd afI8r December 12, 1982, did decedent transfer property wi1hin one year of deaIh without receiving adequaIB consideraIion? .............................................................................................................. 0 1iI 3. Did decedent 0lM'I 1m "in trust foI" or payable upon deaIh bft 8CIXUll or seaJity at his or her death? .............. 0 Ii] 4. Did decedent own an IncIviduaI Refinltll8l'llAccotl1t, annuity, or c4her non-probaIB property which conlains a beneliciary designation? ........................................................................................................................ 1iI 0 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 January 1, 1995, the tax rate imposed on the net value of transfers to or for 1he use of1he surviving spouse is tne (3) percent [72 P.S. 19116 (a) (1.1) Q)). For dates of death on or after January 1, 1995, 1he tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. 19116 (a) (1.1) 00]. The sIatute does not exeqlt a transfer to a surviviIg spouse from tax, and the statutory I'8qlftments for dlscIosur8 of assets and tHing a tax return are slIII applicable even If the SUI'VlvIng spouse is the only beneficiary. For dates rl death on or after July 1, 2000: The tax rate imposed on the net value rl 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 01 a steppenlnt of the child is zero (0) percent (72 P.S. S9116(a){1.2)~ The tax rate imposed on the net value of transfers to or for the use of the decedent's IiteaI beneficiaries is four and one-haIf (4.5) percent. except as noted in 72 P.S. ~116(12) [72 P.S. S9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. S9116(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.1502 EX+ (&-9_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF . FILE NUMBER WICKARD, GEORGE B. 21..()6-1113 AI .... pnIperty CIWIIICI ._ or 81 . .....nt In COlIIIlIOI'IIIllIIt be reporfId It fIIr lIIIfkIt YIIue. Fair IIlIrket value Is defined IS lie price at wI1ich property would be exd1anged between a willig buyer IIld a wIIng ..... neiIher being coqaeIIed to buy ar sell, boIh haWIg reasonable IrnowIedge of Ihe relevant fads. RIll pnIperty whIcIl II joIntIy-owMd with right of .UlYlvalshIp IIllIIt be dIIdoHd an ScIIecIuIe F. SCHEDULE A REAL ESTATE ITEM NUMBER DESCRJP1lON VALUE fliT DATE OF DEATH ,. Lot v.iIh dweIng house erected thereon at 1562 Newville Road, CurnbeI1a1d County, PA Property #46001871. Assessment $94,440.00. Report at net sale price. See Attached HUD 1 145,875.60 TOTAL (Also enter on line 1. Recapitulation) $ (If more apac:e is needed. insert addiIional8heels of Ihe same size) 145.875.60 . . REV-1503 EX+ (6-98. COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS WICKARD, GEORGE B. AI property joInIIJ-ownId wIlb right of IUIVivorIhIp IIlUIt be cIIIcIaIed on ~ F. FILE NUMBER 21-06-1113 ESTATE OF ITEM NUMBER 1. DESCRIPTION MTB Money Matet Fund. Class A. See attached Ietler*. 3,987.47 shares@ 1.00 per share MFSTotaI ReIum Fund. ClassA. Seeallached Ietter*. 4,126.16 shares@ 15.495 per share VALUE AT DATE OF DEAlH 3,987.47 2. 65,791.62 "Note: Ethel L Wicka'd. SUNiving spouse. was the beneficiary of these accounts, hence it is being reported as $0.00 tax due. As a result of these funds, Ethel L Wickard was disqu8iIied for MEDICAID and said fund is being used to pay her nursing home care until it is exhausted. See enclosed doctInenls for shoYting transfer of account to Ethel L Wickard. TOTAL (Also enl8r on line 2, RecapIluIaion) $ (If lTlllf8 space is needed, insert addilionaI sheets of the same size) 0.00 . REV-1508 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY WICKARD, GEORGE B. Inc:Iude the proceeds d IIlIgation and the dale the proceeds were rec:eived by the estate. All property joIntly-owned with right of lurvIvorIIdp IIIUIt be cIIIc:IoIed on Scltldull F. FILE NUMBER 21-06-1113 ESTATE OF rTEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. M & T BMk - CIo6e Checking Account No. 9836501792. See attached acount letter. Principal: $4,536.07 + Interest: $0.22 2. M & T BMk - Proceeds Certificate ofOeposit No. 31003915940108 Principal: $3,500.00 + Interest: $91.00 3. Proceeds - Sale of 1994 Mercury auto. See attached title. 4. Erie Insurance Group -Insurance Refund 4,536.29 3.591.00 3,400.00 37.00 5. Embsq - Telephone Refund 6. Public Sale - Personal Property - Net Proceeds 7. IRS -Income Tax Refund 11.77 5,333.25 40.00 8. Refund - Horneow1er's Insurance Policy 149.00 TOrAL (Also enter on line 5, RecapiluJation) $ (If more space Is needed. insert additianaI &heels of the same size) 17,098.31 REV-1510 EX+ (6-98) *' COMMONIM:ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WICKARD, GEORGE B. seNEDUU G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-06-1113 Thii sciledIlle must be c:ompIetad lIld lIIed if the answer to "'1<< questions t through 4" III the .... &ide otthe REV-15OOCOVERSHEET . yes; ~ DESCRIPTION OF PROPERTY DAlE OF DEAlH % OF DECD'S EXClUSION TAXABLE II:t.UIlElIE IIMIE OF lIE 1-=alEE. llIiIlllEUl1llJ8W'lOlEBlEII1' N/IJ lIE DIllE OFlRtMFER. IlI'W:IlACU't OF lIE DEBl RlR REIII. ElI1lIIE. VALUE OF ASSET tNlEREST VALUE 1. WestBm-Southem Life - Annuity Contract No. w002059886O-(S 9051). Benefic:i8ies - Three children: George P. Wickard, Donna L HiD and I..any W. Wickard. See aIIached documents. Principal: $10,800.00 + Interest: $526.70 11,526.70 100 0.00 11.526.70 TOTAL (AIsoenleroo line 7 RecapiIuIation) $ 11,526.70 (If Il1OI1I space is needed, insert additional sheets <<the same size) REV-1511 EX+ (12*)* COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT sea.DULI H FUNERAL EXPENSES & ADMNsntATIYE COSTS ESTATE OF WICKARD, GEORGE B. FILE NUMBER 21-06-1113 0IIbIa ell cIecedent IIlUIt be reporIed on IichIdl* L ITEM NUMBER A. B. 1. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Prepaid 0.00 ADMINISTRATIVE COSTS: PerIonaI RepnIsenIaIive's ConInIssIons Name of Personal ReplesenlalM!(s) Larry W. Wickard, Donna L. Hill, George P. Wickard SocIal Sealrily Number(s)IEIN Number of Personal RepresenlaIive(s) (See Scheclllle J) SInletAddnlss 36 South Hanover Street CIty Carlisle .State PA ZIp 17013 vear(s) CammIssIon Paid: 2007 10,328.34 2. AlIomey Fees 5,000.00 3. FamIy Exemption: (If decedent's addnIa is not the same as dalmant's, attach explanaIion) Claimant None 0.00 StnIet Address City State . Zip ReIaIionship of CIaim8nt \0 Oec:edent 4. Probate Fees 5. Acl:ounlant's Fees 6. Tax Relum PrIpInr's Fees 7. Erie InSll'lnC8 Group - Homeowner's Policy 8. S. W. Banetl AppnisaIs - Real Estabt Appraisal 9. PPl- Invoice 10. PPl-lnwice 11. Kough's 0iI- Fuel Oil 12. PPL - Invoice 539.29 97.00 325.00 18.21 18.77 141.00 20.52 TOTAL (Also enter on fine 9, Recapitulation) $ (l1IlClf8 apacels needed. Insert adcIIIonaI sh8eIs of the same size) 16,488.13 {Carried forwaJrd) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Continued - Page 2 ESTATE OF WICKARD, GEORGE B. ITEM NUMBER FILE NUMBER: 21-06-1113 DESCRIPTION AMOUNT (Brought Forward) 16,488.13 13. 14. 15. 16. 17. 18. 19. 20. Larry Wickard - Reimbursement for repairs Newville Lions Club - Rental for Public Sale Kough's Oil- Fuel Oil Craig Wickard - Truck services for Public Sale Deborah Piper, Tax Collector - Real Estate Taxes PPL - Invoice PPL - Invoice PPL - Invoice 133.87 200.00 172.50 105.55 247.90 22.20 13.85 6.36 TOTAL 17,390.36 REV.1513 EX+ (9-00) * COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WICKARD, GEORGE B. SCHEDULE J BENEFICIARIES ALE NUMBER 21-06-1113 RElATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Mill Lilt TrustMCl> OF ESTATE I TAXABlE DISTRIBUTIONS (lncIude ~ lIIICIU88I dIslribuIions, and transfeIs under See. 9116 (a) (1.2)] 1. ElheI L Wickard, Todd Home, 1000 w. South Street, Carlisle, PA 17013 8.8. No. 198-30-1622 Wife One-Third 2. George P. WICkard, 551 BIoservIIe Road, NewvIe, PA 17241 8.8. No. 188-32-2580 Son One-Sixth 3. Donna L. HiD, 515 MohaM: Road, Newville, PA 17241 8.8. No. 206-32-1954 Daughter One-Sixth 4. laTy W. Wicksd, 117 FIinIstone Drive, NewvIe, PA 17241 8.8. No. 207-34-6723 Son One-Sixth ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET n NON- TAXABlE DISTRIBUTIONS: A. SPOUSAl.. D1S1R1BUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 1- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET $ 0.00 (H more llp8CI is needed, insert additional sheets d the same size) LAST WD..L AND TESTAMENT OF GEORGE B. WICKARD ~ GEORGE B. WICKARD, of West Pepnsboro Township, Cumberland County, Pennsylvani~ declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the plYDlent of my funeral expenses, including my gravemarker, as soon as may be convenient after my death. . PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, sball be paid from my residuary estate as a part of the expense of administration of my estate. DlSTRIBtmON OF RESIDUE THIRD: I give the rest of my estate in equal shares to my three cbildren, namely, LARRY W. WICKARD, GEORGE P. WICKARD, and DONNA L. ~ or their issue, per stirpes, living on the thirty-first day following my death. MINORS AND INCAPACITATIID BENEFICIARIES FOURTH: If any income or principal sball be payable to any person who sball be a minor or who sbaIl be incapacitated for any reason, my executor as trustee sball hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the heaItb, mainteDance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee sbaU be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapecltated person, or to his or her guardian or to a custodian under the Uniform Transfers to Jf /? tt/ .,;, initials Minors Act. Any remaini. income and principal to which such person sball be entitled sball be distributed to such person upon the tennination ofminority or ~. My executor as trustee sbal1 have the same powers as my executor. POWERS OF EXECUTOR '-UTH: I confer upon my executor the right to 8ell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and on such tmms and conditions as my executor sba1l determine, and to execute and deliver good and sufficient conveyaooes, as.crigrnnents and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal pt'Opcity, pledge of investments, or otherwise, without liability on die part of die lenders to see to die application thereof; to retain any investa4enta at discretion; to invest and reinvest at discretion, without restriction to so-called "legal in~n; to make distribution in cash or in kind; to allocate and distribute ditIe1ent kiDds or disp:oportionat shares of property or UDdivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the man-.gement, administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS SIXTH: I appoint my executor as guantian of the estates of minors with power to hold all property payable by law to a guantian appointed by my will and to use it for the minor's health, maintenance, support and education, either directly or by payment to any person selected by my executor to disbmse it whose receipt sbaIl be a complete acquittance. Ouantian may, in di~bsttge of all the guardian's duties, pay any minor's share deemed impractical of administration to the palen! or other person in charge oftbe minor or to his or her guantian or to a custodian for the minor under die Uniform Tnmsfers to Minors Act. My executor as guantian sball have the same powers as my executor. APPOINTMENT OF EXECUTORS SEVENTH: I appoint my three chil~ namely, LARRY W. WICKARD, GEORGE P. WICKARD, and DONNA L. HILL, or the survivor tbereot executors of my will. _/l1J cJ initials WAIVER OF' BOND EIGH"rl'H: I direct that no fiduciary hereunder sball be required to furnish bond in any jmisdiction, and if any bond is necessary, no surety shall be required. INTERCHANGEABILITY OF LANGUAGE NINTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the kminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS TENTH: The bP.Ailin~ used on the various paragraphs of this will are included for convenience only and sball have no legal significance. I have signed this will this 3 ()9 day of /Ju~U.S r ,2006, ACKNOWLEDGMENT ad AFFIDAVIT COMMONWEALlHOFPENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We, GEORGE B. WICKARD, Testator in and the undersigned witnesses to the will, the attached or foregoing instrument, who have signed the instmmen~ having been qualified according to law do depose and say: (a) that I, the TesCator, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my ftee and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testator sign and execute the instrument as his will, that he signed it willingly and executed it as his free and vol1Bltary act for the pmposes therein expressed; that each of us in the hearing and sight oftbe Testator si~ the will as a witness and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. OF N,AloII..a NoIMIISeeI Robert R. --. ~PdIIc CarlIle 8010. Cunlberr..ad ~ My Cclmmlt..Iiun &phs Sept. 28. 2009 /f"r 13 u)~ly/ ~ . Wickard ~ 4-.~L,~' Witness U / W Wi1ness _~ (If!;;l~ Notaly Public IN RE: ESTATE OF GEORGE B. IN THE COURT OF COMMON PtEAS WICK.ARD~ DECBASBD CUMBERLAND COUN1Y . ORPHANS' COURT DIVISION NO. 2006-" B n .1i'.cnON TO TAKE AGAINST WII.L To the ExecutoIs of the Last Will and Testament of George B. Wickard, Deceased: I, E1HBL L. WICKARD~ am the surviving widow of George B. Wi~ Deceased, and I hereby elect by and: through my Power of Attorney, LaITy W. Wickard, to take an elective share ftom my husband~s estate pmswmt 20 Pa. Cons. Stat. f2203. WITNESS' ~ f1(31~ Dated: 1Ir(l1l- 6/ tM7 ~{AL,..I~~11 ( Ethel L., lCkard by Lany w. WICkard, A . Fact_- (See Cumberland County ~rc!3 Book 72, Page 1695) '; :u ':; . -.\~ P ;,~.J ":~ ~ .-c~ r _: .:..:~ ,'-:.': (",'"1 " f ~-, . 1 '~~~ ~~~} "--:~.,' .'--1 : ~'....'" ..... , ; STATE OF PENNSYLVANIA {.0 c:: ss COUNTY OF CUMBERLAND On this*' ~ day of ~ ; 2007, BEFORI! ME, ROBERT R.. BLACK, the undersigned Notary Public, per appeared ETHEL L. WICKARD, by and through LARRY W. WICKARD, Attorney-in-Fact, being duly sworn, sets forth that the facts set forth in this Election fD Take ~wnn.qt Will are true and conect to the best of my knowledge, information and belief: ~~ Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Sell Robert R BIBck. ~ PublIc C8ItI8Ie Bolo. CWnbeIIluld County My Connnie8lor1 ExpJnle Sept. 28. 2009 A. u.s. DEPARTMENT OF HOUSING and UIlIWf DEVELOPUENT SEIll.EMENT STATEMENT 1IlIB'lID l.-.1li LIBERTY LAND TRANSFER, INC. 4880 Trlnd'. Road, SUite 103 Camp Hili, PA 17011 Phone (717) 975-9915 Fax (717) 763-7480 B. TYPE OF LOAN 1.[]FHA 4.( ]YA e. FI.E MlIoIIER: 92561 . 8. MORr.1NS. CASE NO.: 2. ( }RlHA 6. (~.INS. 7.l.OM MlIoIIER: 4046324 3. [ } CONY. UNHl. C. NOTE: -m. fonn Ialumilhed to give)1OU a 1llIl..,a oIl1C1Ull1l111111n1nl CIIIIlL Amaunls pllklto IJlCI bv 1IllI1IIIIIInInl-uent _ "-'- Itena III8Ill8d '(p.o.c )' _ pIIkI out.Ide.. cIDIIng'lh8y _ ~ here lor i1IormeIIoneI ~ IIld _ not h:bfed in IIllIIaflIIL D. NME 1RJADDRE88 OFIlORAOWER: E. NMEIRJADDRE88OFSEU..EA: F. NME IRJADDIESS OF LENDER: C, laR1C SMJ:TH Gl!IORGB B. WI:CKARD ESTATE CORRBRSTONB PBDBRAL TAJOIYA L. BUCHER CRBDrr tJNl:QN 5 BAS'l'GATB DRrYB CARLJ:SLE. PA 17013 G. PROPERrY LOCAl1ON: H. SEl11.EIIENI' AGENT: 1.llET1l.EMENT ~lE: 1562 NBWVJ:LLB ROAD CARLJ:SLE, PA 17015 LJ:BBRTY LMm TRANSFER, me. 05/U/07 WEST PBNNSBORO 'l'OIINSHXP, PLACE OF llET1lBIEN1': COMBBRI..AHD COtINTY, PA. CORNBRS'l'ONE P. C. u. , CARLJ:sLll. PA .... ~ 01' BOIUIOWEII'8 TRAIalACTIOII: L_"OFIIIELLER'II~: Il1l1. GJIOR AIIOUIIT ~ I'IlOIIIIOIIIKMIl!II _GIIOIS AIIOlaII' DUE TO lIELLER 101. ConIracl..... prIca 155000.00 4D1.ClInIracI..... price 155000.00 III!. ......1IRlI*tY -....... JII1lP8IIY 1000ll4IlIIenlWIl cMrgea to 00.- (line 1400) 8440.45 .... 104. -- 106. -. ~Ior"" pmd bv..... in8lMnce Ac:I/lalnl8IIlaIor.... peId by.... in__ l_awr_laX ID -CllrIT- .. ID lD7.ClMIIr laX 05/11/0"1lD12131/07 162.17 -.ClMIIr laX 05/U/0"1lD1213110 162.~7 1a....TI -. ID '-"[11 If I'" ID 1_ 05/11/0"1lD06/30/0'1 172.43 - 05-rU70"1lD 06T3WO 172.43 lID. ID 41D. ID 111. 411. 111. 411. lID. GROlI8 AIIOUIIf1' DUE FIlOII BORROWER 163775.05 _GROlI8 AIIOUlIT DUE TO SELLER 155334.60 2lIlI. AIIClUIfTS PAID aY DR INIIEIlALF OF IIOIUlOWD _RIIlUC11OII8 IN AIIOUNT DUE. TO-.&.IEA 1111. DIIPDIIar___~ 1000.00 1IIl.e- dIpaIII (_ inIlnIclIana) 2111!. P11nc1p118IIIlUlI oIMWloIn(a) 90000.00 __~~to""'(Ine 1400) 9459.00 ... ExIIlmg loIrl(a) Iak8n IUbject to -.ExIIlmg IoIn(I) IIIlan aubject to 204. IIM.~ 01 Rnt MorIg8ge lo8n lIIII6. _~0I s-Id Morlg8glIlo8n -- liIII. l1li1. Ii/IT. -- liIII. -- liIII. /odJUIlnwU for....unpaId by..... AdiuIlmInIa lor....lI1PIIid by..... 21D. Cllr/'T- laX ID 5111.CIlIIiT_ laX ID 211. ClMIIr laX ID 611.ClMIIr laX ID 211. A Mo.... ID I1Un III1TlH r. ID 21So lD 61s. lD 214- 614- 216. 616. 218- 618- . 211. 517. 218- 618. 2... 618- -. TOTAL PAID 8'lJFOR BORROWER 91000.00 _TOTAL R&DUC11OIIAIIOUNT DUElIIiLLER 9459.00 ' _CAlIIIAT~FROIIORTOBORROWER _CAlIIIAT~TODR I'ROIIlIELUR _. G-. 8IIIlUlI due fmm __ (Ine 120) 163775.05 1111.~ MllIlIll due to...... (lIna 42D) 155334.60 -.lMa amount PIIId bWJar 00.- (lIna 220) 91000.00 -.lMa AIdualIon MllIlIll due ..... (Ine 53J) 9<&59.00 -- CA8H lID FROIJ) ([ 1 TO) 72775.05 -.CA8HCDlITO) a 1 FROII) SELLER _ 145875.60 i g~ 5~ ~ .. } LA~~ 01~ L. '~u.dUL/'" l' ~7.fid:;J' __ar~~ .....--. . u.s. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SEJllEMENT STATEMENT OORRBRSTORB P.C.U. OORRRRBTCRB P.C.U. OORRBRSTORB P.C.U. OO~ P.C.U. 1'92 L IE11'U!IIEIIT CItARCIES 92561 7CIO. TOTALlIAUiSIUCIUIl'SCa...ION............. 155000.00 5.0 0IvlIIan of CornmIIWloI. (In8 7OIJ) _ faIkMr. 'l'ota1 : 7 750. 00 701.' 7750.00 to GBORGB L. BBBHBR. & ASSOC. 7lIIZ.J to 703. CarnmII8Ion pMt II S8ItIImenl 1lM. 100. ITEMS PAYULIl 1M ~ Dlllll1mOII1III1I LOIlII 1111. '--' fee 1.. 500 ~ 1Q2.. '--' DIIcaunl 1. .125 ~ lID. AppnIIIIII fee to ..... CId RIport to Ill&. lAndIn InIpectiDn Fee Ill&. APPI.ICATlON FEE 1117. UNDERWRI11NB FEE Ill&. REAlEBTATETAXSBMCEFEE ... R.OOD CERTIFICATION FEE lto. ASSIGHM[NT FEE 111. lOll. .,....1IIiQUIIlIID ..,......10 _ PAID" ADVAIICIl tI01. ........fRIm 05 11 07 to05 31 07 o' IllIt. MorIgIge ~ PIwnUn far IIlD. to tIOS. HaM! ~ PIwnUn far )IlL to -.. yra.1D Ill&. ClOD. RDIIIIft8 DIPOIITID 1l1l1I ...... FOIl CD1. HaMI~ 3 mo.O' 33.50 /IrWl. 0012. MDltiglIge InIlnnce IIlD. o' /IrWJ. OIlS. CllylTOMllllX IIlD. O' /IrWl. 111M. Caunly llIX .f mo. o' 20 . 66 /mo. 0ClIi. .'11 IT J7ItIIIa mo. O' /IrWJ. GIll. SCHOOL 12 mo. o' 105 .18 /IrWJ. ~. mo.O' ~ GIll. AGG. ADJ . IIlD. O' /tID. 100. 1ITU CIIAII8U 101. S8ItIImenl or doIIng...1D 1ar. AbItrIct or tIIIe -.:II to 1ClS. "..._....., to 104. "...___blnMr 10 1CII. prepIiI'IIIIan to 101. NoI8Iy f_ 10 101. AIIolnIIr'I'- to lh:b*--hmI No.:) 101. "... ~ to lh:b*__hmlNo.:) 100 300 8.1 1CII.lMIdn-.ge' 90 000 1to. o.wa ~. 155 000 111. BHD. 112- 113. 2OD. 8O...-.n' IIICOIIIIIIICl AIID~R CIIAIIQD 8l1.AecardIng'-: Deed. 38.50 MorIgIgeS 6.f.50 MlIe.S lIIIt. ~..,........: Deed. 1550. OOMarlg8glS ... Slate tlIIrIItImpa: Deed S 1550 . 00 MarIgIIge S 2lI4. 1116. -. ADIIITIOIIAL~CHA_ 301. HOME lNSPECTION to ... 8EPI1C to .. 31M. -. 4OD. TDrALlIETTLEMBllTC1W1C1E8 <-......._..IllI2,.......J..K) 8.f.f0 .f59459. 00 -__.......,.._IIr_AgoolI...._..__IIr___...._1___AgoolI......,---. _.................__..._....__...-10.........,.......-......-_-..-10..--..- _...._10liiio_ MUD C&IITIFICATION OF IIU'IE88 AIID ......... I"'___~ ..~..ID..t.lafmr................."..........__af..IIlllIIpla..*'-_. .....~~-:.. ~"dX _...,-_._.~-,-- - R IJ~ "B~duf ~~._ --- -.... ----..- ---..- 1350.00 1012.50 300.00 17.00 CORN~PTOHB P.C.U. ~ P.C.U. OORRBRSTORB P.C.U. CORJlRDS'l'OI1B P. C . U . OORRBRSTORB P.C.U. 100.00 350.00 85.00 19.50 27.00 13.87/day 291.27 82.64 100.50 1262.16 -182.87 CASH ROBERT BLACK 24.00 14.00 103.00 1550.00 1550.00 LLOYD'S HOMB DlSPBCTI.OH DBIf 540.00 125.00 145.00 _1_~...----..IIIIo-I-__..._.._....._.._-IIIIo_ 5/l \ /0'/ ~ cl:..-===-==r.......--..IIIIo....-------.-.........-. ,..,-- ,. ---",-p" I! MBa'InvestmentGroup MI.T SecuriIies. InC. 2875 Union Road, Suite 30-33, Cheektowaga, NY 14227 800 724 7788 March 23, 2007 Law Offices Landis & Black 36 South Hanover Street Carlisle, PA 17013 RE: Account(s) AZD-282572 nlo George Wickard Open date- 10/07n.003 Date of Death- 11/1212006 Description of Security Quantity Valuation on Price per share OOD 11/10n.OO6 & 11/1312006 MTB Money Market Fund 3,987.47 $3,987.47 $1.00 Class A MFS Total Return Fund 4,126.16 S65,n9.13 S15.93 Class A S65,853.51 SI5.96 We have received the information presented above from sources that we believe to be accmate. ~owever, we do not guarantee their accmacy. The price per share on valuation date is the closing price on that date. Prepared by:. T lUl'lm ~ {CdtlACl Tammy Casella M&T Securities Inc. 111'IV8StI1l4ns: · Are Not FDIC-Insured. Have No Bank Guamntee · May lose Value I -- ,----'''-' ' ~-------------- - - ~\\\ -'l ~ :& it; i. Q <:l ~.c., -_: /~ iil./-~I , ~~\ ~~ ~~\ U'li ~ i ~$P I J s l t" .~~ t $....i ~~~lf f ~~lf ,.i ill ....- \ ... .- , \8 ~~o . 'E?o~'8 \ ....~~ ~~~ ;l~ ':i~\ .. o~ .. ~o .. (]I .. :0 -: ~ S:: .. .. - :.... :.... .. : ~ : :.... .. :::: .. .. . -- :.... . o o o ~ U\ ~ '" o ... ~ o ... o 110 'il o o ':s '" l1 o ... 8 o ... o Q o Q Q o ~ 11 t " lit I, ". . ~, all , -a;l . i 0 ... i:iI \. ~ $ ,f. ft,~l ~~~ ~ . :IIoQ r ~rs Ira I~ '" gUl _5.. .. ~tf "0 i~ ~ i~ - l m 0 r: i OJ en ~. -::::J 25< = ... .:: G> ... -"--.------ .- .-..-----.-' . .. ii" -=3: g------- I ~ :::J 0 or -.J OJ .. ?!i 0 '-'m::a 0 z . :I "-' ~ II 0 -< ~~l ~ \D i: tt IlL ~ !! ~. ~~i 0 0\ ~ 0 ~I to' t:i' ;!i r.; IT . 0 ;.. 0 CD !3 0 I 0 ... CD ... ~ K li ... ;~ 0 ... ~ 0 ... 0 0 0 0 i 0 0 1:0 if ag -I III i.... r Ii I: i - "" 1-, at; If i~ Ii g 5: fl if .. ~.. jj . ~I II I ai r)S l 2' < ft. t l- t .. 0 - 5- Sit. ~ III" f - , I ! ~ I &'" ~. '~Q> 0 !- 'kCll> ... :r 10 -:,.. ! ..., .... U'I - rO-CD 0 1t: .3~~a ~ oS' I !" .' . ~ . ROBERT R. BLACK LAW OFFICES LANDIS &c BLACK 36 SOlJl'H HANOVER S1'REET CARLISLE. PENNSYLVANIA 17013 TELEPtfONE (717) 243-3727 PAX (717) 241-4829 copy J. BOYD LANDIS (_UIMI JOSEPH J. McINTOSH 1_1W2I April 10,2007 Mr. William Palm Cumberland County Board of Assistance P.O. Box 599 33 WestmiDister Drive Carlisle, PA 17013 RE: Estate of George B. Wickard Dear Mr. Palm: As per our previous telephone conversation in this- matter concerning your client, Ethel L. .\O~Wickard, we are enclosing herewith Inventory and Election To Take Against Will both filed with 1M Cumberland County Register of Wills and time-stamped to indicate such filing. III11U(ItAL ~~"'o I I'IN(i/?("Mic/i" As your file may reveal Mrs. Wickard received as AmlUit;y as a result of Mr. Wickard's death and is pmsently off Medicaid until such 8DIluity is depleted. 111/A1f14L PuNf) Irlf{€I<,'I"/lCl!' As soon as the real estate is sold all assets will be liquid and we will be in a position to file the P A Inheritance Tax Return. Should you have questions please advise. Very truly yours, ~(lfY~ Robert R. Black RRR:gmb Enclosmes cc: Lany W. Wickard(w/out encls.) ~- ~/ ..'~\ . rlIM8aBank 499 Mitchell Street, Millsboro. DE 19966 January 18. 2007 Law Offices Lan<tis & Black 36 South. Hanover Street Carlisle. PA 17013 RE: Bstate of George B. WIcImId Date of Death: Bovember 12, 2006 SocIa) ae.c~ Ro.: 162-16-1664 Dear Mr. Black In response to your request, please be advised that at the time of dP-Ath. the above- named decedent had on deposit with this bank the folloWing accounts. 1. Account Type...........................CheckingAccount Account Nwnber.......... ...... .......9836501792 Ownership (Names oJ}...............George B. Wickard Opening Date......................... ..08/24/04 (account closed 12/14/06) Balance on Date ofDeath..........$4.536.07 Aa:rued Interest $ 0.22 Total................................... ....$4.536.29 2. Account Type...........................Certificate of Deposit Account Nwnber................. ......31003915940108 Ownership (Namss oJ}...............George B. Wickard Opening Date.. ...... ........... ...... ..05/05/06 Ba1anoe on Date of Death........ ..$3,500.00 Accrued Interest $ 91.00 T.ota1................................... ....$3.591.00 . ... . :~ <.0 .CT> . ()") ..~ .,:::. -I . -> .. (I) Western-Southern ute- I I , , , ~ February 2, 2007 LANDIS & BLACK LAW OFFICES 36 SOUTH HAN:OVER STREET CARLISLE P A 17013 Subject: Annuity Contract: W0020598860 - (S9051) George Wipkard Dear Mr. Black Thank: you, for your recent request to our Annuity Operations Department We hope this information is helpful in updating your records. Our records indicate the Date of Death value as of 11-12-2006 was for $11,526.70. The interest earned $726.70. If you have any further questions please contact the Annuity Operations Group at 1-800-926- 1702. Sincerely, ~~1~ Annuity Admi,nistrator Annuity Operations Department Member. Weilem & Southern FinancilII Group. Annlllv flIUlndinno n_.... _ on a....lUHo '''__!..__a' ...... Slntle Premium Deferred Annuity Application and Specifications Western-Southem Ufe. ~rance Company · P.O. Box 2918. Cincinnati,' Ohio 45201 Contract Number: W 20 598 860 Premium PaId $ l a (j c1C; uu lniUaI Interest Rate: ' ~.. J (j WIth Application. : .... Minimum Gumanteecl Rate: 3'l(, HaS !here been, Of wi !here be, a lapse, surender, Joen, Of oIher change of edsIIng 1IIe lnSU'ance or Contract Date:c. 4' lll'VdIes as a result of, or In anlicIpaIIon of,1Iis appIIcaIIon? C No 0 Yes (If yes, use a slandard appIIca1Ion) .) IRA PlANS ONLY: '.Thls Is aCJTradltiori8llAAt" OSEf\.IRA>:'OSIMPtE IRA" o Roth IRA contrlbuIIon* . This Is a 0 Traditional IRA or OSEP-lRA rollover from a: OTradItional IRA O.SEP-lRA 0403(b)TSA OPenslon Plan -r)5 -(I ,..... ',.,./' 10CCIf'nlJ Date: *Contract Year for contribution: Year _$ Year _$. Monthly Income at MatLirltyFactor_ CIty State Zip I I i J J 1 ) 1 I " ., i I i 1 I Name . First (~ -q. Adm ess . ,~~raet". City State I :'~,' - / r' -; ." ,..-.: t '.. I _I; i;" >~(~. Zip State I ..... I 1.'\. . only for taX qu&IIfted. .) .' ,- ..!! i i 1 j , , I 1 I i { J I ~ ~if2~ i ~.~,~ '. .: 7 )~~ i ;;: ~'~\.~~ ~r~/~~f~;~ ~:;~~:: ;~~~::=:\:~~~ :;~-~:-,:: ~;;: (;~\:~~, . ::~" <%~~~t~1: I. r., .~~~ ":t~.iL~ :~~~' ;~~>:~~~-,\"~~~JL\~ ' \. ~ ~, ,: ~~r: ~);~~;~'_~~ :~~ The statements and answers In the application are.true and complete to the best of my (our) knowfedge.aJ:1d belief. Under penalty of perjury, f (we) certify that the social security nurriber(s) listed abOve is correct The Internal Revenue s.rvice doe. . not require your consent to any, provision of this document other than the.certlfIcatIons required to avoid ~ckup withholding.' . . . ~ . i I'.. ~l: - -...., ,':" I