HomeMy WebLinkAbout11-09-07
~
15056051058
~D~a~;1f~~~_X ( -05)
Bureau of Individual Taxes . INHERITANCE TAX RETURN
PO BOX 280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
-~-- --- ---------- I -------1
163-38-0276 .2-13-2007 I
OFFICIAL USE ONLY
County
Year
File Number
i 21
,
- I
07
0213
Date of Birth
1---------------
17-13-1948
Decedent's Last Name
L....___..__~____.___.._____ --'-
Suffix
L.___._______________.._____. .~
Ashenfelder
II
Decedent's First Name
-"-.-.-----.--- --
~ Robert
MI
J.
---.--....----~---_..--.-i
1----"--- ---"i
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
-'...----.-.-----'--' ---' -.--- ----
MI
None
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
4t 1 _ Original Return
c:>
2. Supplemental Return
c:>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
C::J
c:> 4a. Future Interest Compromise (date
of death after 12-12-82)
c:> 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c:> 10. Spousal Poverty Credit (date of death c:> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION
SHOULD BE DIRECTED TO:
6. Decedent Died Testate
(Attach Copy of Will)
9. litigation Proceeds Received
o
8. Total Number of Safe Deposit Boxes
4_ Limited Estate
c:>
4t
C:>
Name
Daytime Telephone Number
S. Berne Smith, Esq.
Firm Name (If Appl~c~bl~L__
717-737-6789
REGISTEROf WILLS USE ONLY
,
First line of address
107 N. 24th Street
Second line of address
DATE FILEb
PA
ZIP Code
17011-3602
---1
City or Post Office
Camp Hill
State
C)
Correspondent's e-mail address:
_ s.berne@yahoo.com
Under penalties of perjury. I declare that I have examined this retum. including accompanying schedules and statements, and to the best of my knowledge and belief,
It is true, correct and complete_ Oeclaration of preparer other than the personai representative is based on all information of which preparer has any knowledge.
~1~nN~T~7:r~Fe:~:~~i~ RESPONSIBLE FOR FILING RETURN ~.f?'. tL~
ADDRESS
125 Aspen Drive,_Dill~~g, ~A 17019_________ _ .__
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ./l I( b. /J (:1
s. Berne Smith /../ 8')~ / ~
- ~... _.._ . ____... .__n___._
ADDRESS
107 N. 24th Street, Camp Hill, PA 17011-3602
DATE
/1/7/0'
DATE
/1/7/ 0'1
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
---.J
J
.-J
15056052059
REV-1500 EX
Decedent's Name:
Robert Ashenfelder
~~c:e~e~t's Social S~curity Number
163-38-0276
RECAPITULATION
1. Real estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
C) Separate Billing Requested
7.
Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c::, Separate Billing Requested
Total Gross Assets (total Lines 1-7)
8.
9.
Funeral Expenses & Administrative Costs (Schedule H)
10.
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11.
Total Deductions (total Lines 9 & 10)
12
Net Value of Estate (Line 8 minus Line 11)
Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
13.
14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
Amount of Line 14 taxable
15. at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X O.
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
$326,089.39
- ---j
19. TAX DUE
20 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056052059
L-
,..---..----- -------- -
1. I $157,500.00
~.._._ .._ u_ _ ___
2. $0.00
3. $0.00
4. I $0.00
1--- -- -
5. $59,340.06
6. $0.00
7. $147,930.31
8. $364,770.37
9. $29,522.73
~ --- -----
10. $6,158.25
11. I $35,680.98
12. $329,089.39
13. $3,000.00
14. $326,089.39
15.
16.
17. 'L-_ _
18.
$0.00
$14,674.02
$0.00
$0.00
19. ,._ __ _
$14,674.02
C~
15056052059
--.-J
REV-1500 EX Page 3
File Number
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
Robert Ashenfelder 163-38-0276
STREET ADDRESS
416 Valley Street
CITY I~TATE TZ'P
Mechanicsburg PA 17055
Decedent's Complete Address:
0213
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B Prior Payments
C. Discount
(1 )
$14,674.02
________ _~,QOO.QO_
_____ _ H73~!l
Total Credits ( A + B + C) (2)
$9.473.68
3. InteresUPenalty if applicable
D. Interest
E. Penalty
(3) $0.00
(4) $0.00
(5) $5,200.34
(5A)
(5B) $5,200.34
TotallnterestlPenalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in avalon 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.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; 0 I8l
b retain the right to designate who shall use the property transferred or its income; 0 I8l
c. retain a reversionary interest; or 0 I8l
d. receive the promise for life of either payments, benefits or care? 0 I8l
2. If death occurred after December 12, 1982, did decedent transfer property within one I8l 0
year of death without receiving adequate consideration? 0 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 I8l
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate
property which contains a beneficiary designation? I8l 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 the use of the surviving
spouse is three (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 zero (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 twenty-one 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 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 lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 PS S9116(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 decedent's siblings is twelve (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-1502EX . (6-98)
'*
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Robert Ashenfelder
Robert
FILE NUMBER
0213
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing
buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be
disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Personal residence located at 416 Valley Street, Mechanicsburg, PA 17055. Date of death value -
The date of death value is based on fact that the house was sold on the open market July 25, 2007. A copy
the settlement sheet is attached hereto as Attachment B.
VALUE AT DATE
OF DEATH
$157,500.00
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$157,500.00
REV-1508 EX' (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Robert Ashenfelder
FILE NUMBER
0213
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
DESCRIPTION
Cash on hand at date of death
PNC Bank Certificate of Deposit Acc # 31500289624
(See Attachment C, letter from PNC Bank dated March 9, 2007, for date of death value.)
Accrued interest on Acc_ # 31500289624. See Attachment C.
PNC Bank Certificate of Deposit Acc # 31400290929. See Attachment C.
Accrued interest on Acc. # 31400290929. See Attachment C.
PNC Bank Checking Account # 5070116845. See Attachment C.
Accrued interest on checking account. See Attachment C.
PNC Bank Savings Account # 5000728707. See Attachment C.
Accrued interest on savings account. See Attachment C.
Household furnishings: at time of death Decedent owned very little furniture. Most of it was given
away during his lifetime in the course of his final illness. See Schedule G hereto. The rest was
donated to Good Will Industries.
Decedent's clothing was donated to Good Will Industries.
Automobile: At date of death Decedent owned a 2002 Ford Ranger Short Bed pickup truck. It
was sold in a private party transaction. According to the Kelley Blue Book valuation, this vehicle,
which was in good condition had a fair market value of $8,240.00. However, the Kelley Blue
Book valuation for suggested retail value of the truck if sold second-hand, commercially, and in
excellent condition after dealer reconditioning would be $10,605.00. The value agreed upon in the
private sale of the vehicle was $9,300.00. See Attachment D hereto which are copies of the
Kelley Blue Book valuation data relied upon by the Executrix to establish the value at which the
truck has been sold.
VALUE AT DATE
OF DEATH
$88.62
$19,694.48
$523.68
$12,450.98
$38.36
$5,438.22
$0.92
$11,776.68
$28.12
$0.00
$0.00
$9,300.00
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$59,340.06
REV-1510 EX' (6-98)
*'
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Robert Ashenfelder
FILE NUMBER
0213
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.
DESCRIPTION OF PROPERTY % OF DECD'S TAXABLE
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO OECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH INTEREST EXCLUSION
NUMBER ATTACH A COpy Of THE OEEO FOR REAL ESTATE. VALUE OF ASSET (If APPLICABLE) VALUE
1. Decedent had an investment account at PNC Bank, Ace # 10213339. This
is referenced in Attachment C, page 2, the letter from PNC previously
identified. That account held only an Annuity issued by Allstate Financial
through Allstate Life Insurance Company in contract # PA00046122. See
Attachment E which is a letter from Allstate dated March 12, 2007, to PNC
Investment Services. The date of death value of the annuity was
$147,930.31. Decedent's three children were the equal beneficiaries of $147,930.31 100.0% $0.00 $147,930.31
this annuity.
2. Prior to Decedent's death, but within one year before his death, Decedent
distributed some of his household goods to his children as follows:
Matthew David Ashenfelder, son, received a mirror, a dinette table, some
tools and some art supplies. Estimated value = $600.00 $600.00 100.0% $3,000.00 $0.00
Erin Reilly Clark, daughter, received 3 dressers, 1 twin bed, 1 clothes
closet and 1 stuffed chair. Estimated value = $1,500.00 $1,500.00 100.0% $3,000.00 $0.00
Elizabeth Anne Ashenfelder, daughter, received some books and pictures.
Estimated value = $100.00. $100.00 100.0% $3,000.00 $0.00
TOTAL (Also enter on line 7, Recapitulation) $147,930.31
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-991
'*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert Ashenfelder
FILE NUMBER
0213
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Comprehensive funeral charges paid to Cocklin Funeral Home in Dillsburg, PA $7,815.22
2. Payment to Pastor for performing the funeral service $150.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I ErN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney Fees - S. Berne Smith, Esq. $11,000.00
3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees paid to date $322.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Net expenses of selling the house at 416 Valley Street - See Attachment B - the Settlement Sheet. $8,969.39
8. Estate Notices in the Sentinel and the Cumberland Law Journal $204.77
9. Postage expense $15.00
10. Additional filing fees and additional probate fees - estimated $225.00
11. Fee for appraisal of house $250.00
12. Post death utilities paid to maintain house to date of sale:
- UGI gas $372.87
- PPL Electric $56.59
- United Water $112.14
- Verizon telephone $29.75
TOTAL (Also enter on line 9, Recapitulation) $29,522.73
Debts of decedent must be reported on Schedule l.
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (12-03)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Robert Ashenfelder
FILE NUMBER
0213
Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1.
2.
3_
4.
5
6
7
8.
9.
10.
11.
12
DESCRIPTION
Hospice of Central Pennsylvania
Oakwood Radiation
Secure Horizons Medical Insurance premium
VA pharmacy for medicine
PA Neuroscience Institute
Drs. Bronstein Jeffries
Pre death UGI bill paid after death
Pre death PPL bill paid after death
Pre death United Water bill paid after death
Pre death Verizon bill paid after death
Pre death Sewer and refuse bill paid after death
Pre death Nationwide Home owners insurance bill paid after death
AMOUNT
$4,175.00
$279.24
$680.00
$80_00
$30_00
$50_00
$388_80
$38.42
$17.13
$46.64
$238.52
$134.50
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$6,158.25
REV-1513 EX + (9-00))
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert Ashenfelder
SCHEDULE J
BENEFICIARIES
FILE NUMBER
0213
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
Matthew David AShenfelder son 1/3rd of residue, after
100 E. Portland Street taxes and charitable
Mechanicsburg, PA 17055 bequest.
2. Erin Reilly Clark daughter 1/3rd of residue, after
125 Aspen Drive taxes and charitable
Dillsburg, PA 17019 bequest
3. Elizabeth Anne AShenfelder daughter 1/3rd of residue, after
1130 Waterford taxes and charitable
Camp Hill, PA 17011 bequest
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. General Council of Assemblies of God, 1445 N. Boonville Ave., Springfield, MO 65802-1894
(The beneficiary is to receive five percent (5%) of the residue of the probate estate, excluding real estate. The value of the bequest
is calculated as follows: $59,340.06 (from Schedule E) times 5% = $2,967. This has been rounded up to $3,000.00) $3,000.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $3,000.00
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
ROBERT J. ASHENFELDER, II
I, ROBERT J. ASHENFELDER, II, of Mechanicsburg, Cumberland
County, Pennsylvania, being of sound mind and disposing memory, though I realize the uncertainty
of this life, I have full confidence and trust in my Lord and Savior, Jesus Christ, in His death on the
cross for my sins and in His shed blood as an atonement for my soul; and I know by faith that
because of His sacrifice on the cross for me I have eternal life, do hereby make this WilL hereby
revoking all my former Wills and Codicils:
Article One: Tangible Personal Property:
S 1.1 I bequeath all my tangible personal property in accordance with the terms of a
Personal Property Memorandum I may prepare. If no such memorandum is located or received by
the Executor within 60 days after being appointed as such, after conducting a reasonable search for
such memorandum, the Executor shall be held harmless for distributing such property as hereinafter
provided.
S 1.2 I bequeath such assets not disposed of by such memorandum, or all of such
property if no such memorandum is so located or received to my children living at my death to be
divided among them in as nearly equal shares as they agree. In the event of irreconcilable
disagreement among my children, they shall take turns selecting individual items with my eldest
child making the first selection. If any of my children do not survive me, that child's share shall be
distributed, per stirpes, among those of his or her issue who survive me. Any items not so selected
shall be sold and the proceeds shall pass as a part of my res~duary estate.
S 1.3 To the extent practicable in the Execuwr's sole discretion, I bequeath any
policies of insurance on such property to the beneficiary entitled to such property.
- -, .
, "
L .
!1TJA-C' /tt'JE NT
A
91.4 I direct that the expenses of storing, packing, shipping, insuring and delivering
any such property to the beneficiary entitled thereto shall be paid by the Executor as an
administrative expense of my estate.
Article Two: Residue:
92.1 I devise and bequeath all the residue of my estate of whatever nature and
wherever situated to be divided and distributed as follows:
92.1.1 Five percent (5%) of all of my assets, other than real estate, shall be given
as a charitable bequest to General Council of Assemblies of God, Springfield, MO, designated for
World Ministries to be allocated as follows: Seventy percent (70%) for Division of Foreign
Mission; five percent (5%) for Division of Home Missions; and twenty percent (20%) for Home
Missions of Pennsylvania-Delaware District Council of Assemblies of God.
92.1.2 All of the remainder of the residue of my estate shall be divided between my
children, per stirpes, subject to the provisions of 92.2 hereinafter. My children now living are my
son, Matthew David Ashenfelder, and my daughters, Erin Riley Ashenfelder and Elizabeth Anne
Ashenfelder, all of Mechanicsburg, PA.
S2.2 If any person who is a beneficiary of this Will shall not have attained the age
of eighteen (I8) years, then I give to the Trustee hereinafter named any such share passing
hereunder to be held, administered and disposed of in accordance with Article Three hereof (the
Beneficiary's Trust) for the benefit of such beneficiary.
Article Three: The Beneficiary's Trust:
93.1 The Trustee shall hold, manage, invest and reinvest the assets of the
Beneficiary's Trust, collect the income thereof and:
93.1.1 While the beneficiary of the Beneficiary's Trust (the "Beneficiary")
is under eighteen (18) years of age, the Trustee shall apply to or for the benefit of the
Beneficiary so much of the net income and, if the net income is insufficient, so much
of the principal of the Beneficiary's Trust as the Trustee shall from time to time deem
necessary or proper for the Beneficiary's health, maintenance, support and complete
education, including preparatory, college and graduate education, and professional,
vocational or technical training, taking into account other available funds, including
the Beneficiary's assets. The Trustee shall annually accumulate any net income not so
distributed and add the same to the principal of the trust property.
2
~3. 1.2 After the Beneficiary attains eighteen (18) years of age, the Trustee
shaH distribute to or for the benefit of the Beneficiary the net income of the
Beneficiary's Trust in quarter-annual installments, or more frequently if the Trustee
deems it advisable, and so much of the principal as the Trustee shaH from time to time
deem necessary or proper for the Beneficiary's health, maintenance, support and
complete education, including college and graduate education, and professional,
vocational or technical training, and to assist the Beneficiary with reasonable wedding
expenses, in the purchase of a principal residence or in the establishment of a
profession or business considered a good risk by the Trustee, taking into account other
available funds, including the Beneficiary's assets
~ 3. 1 .3 At any time after beneficiary attains eighteen (18) years of age, the
Beneficiary may withdraw any or all of the principal of the Beneficiary's Trust.
~3 1.4 If the Beneficiary dies before the complete termination of the
Beneficiary's Trust, the Trustee shall distribute the property then held in trust to such
persons or corporations, (including the Beneficiary's estate), in such amounts and upon
such trusts, terms and condition, as the Beneficiary by last Will may appoint by specific
reference to this general power of appointment; provided, however, any portion of the
trust property not subject to the Beneficiary's power of withdrawal immediately prior
to the Beneficiary's death may only be appointed to one or more of the Beneficiary's
lssue, in such amounts and upon such trusts, terms and conditions as the Beneficiary
by last Will may appoint by specific reference to this special power of appointment
Any property not so appointed shall be distributed to the Beneficiary's then living
issue, per stirpes, or if none, to my then living issue, per stirpes.
Article Four: Appointment of Fiduciaries:
94.1 I appoint my daughter, Erin Riley Ashenfelder, of Mechanicsburg, PA, as
Executrix of my estate If Erin Riley Ashenfelder is unable or unwilling to act as Executrix or to
complete the administration of my estate, I appoint my son, Matthew David Ashenfelder, of
Mechanicsburg, P A, as my first, alternate successor Executor. All references herein to the Executor
shall mean my originally appointed Executrix or my successor Executor, as the case may be
94 2 I appoint my Executor as Trustee of any trust which may be established under
this Will and Guardian of the property of any minor beneficiary.
Article Five: Powers of Fiduciaries:
S51 No fiduciary under this Will shall be required to give bond or other security for
the faithful performance of the fiduciary's duties
~5 2 Any such fiduciary shall have the following powers, in addition to those given
3
by law
~5.21 To invest in, accept and retain any real or personal property, including
stock of a corporate fiduciary or its holding company, without restriction to legal
investments;
~5.2.2 To sell, exchange, partition or lease for any period of time any real or
personal property and to give options therefor for cash or credit, with or without
security;
~52.3 To borrow money from any person including any fiduciary acting
hereunder, and to mortgage or pledge any real or personal property;
~5.24 To hold shares of stock or other securities in nominee registration
fonn, including that of a clearing corporation or depository, or in book entry form or
unregistered or in such other form as will pass by delivery;
952.5 To engage in litigation and compromise, arbitrate or abandon claims;
95.2.6 To make distributions in cash, or in kind at current values, or partly
in each, allocating specific assets to particular distributes on a non-pro rata basis, and
for such purposes to make reasonable determinations of current values;
95.2.7 To make elections, decisions, concessions and settlements in
connection with all income, estate, inheritance, gift or other tax returns and the
payment of such taxes, without obligation to adjust the distributive share of income
or principal of any person affected thereby;
95.2.8 To allocate, in the Executor's sole and absolute discretion, any portion
of my exemption under Section 2631 (a) of the Internal Revenue Code to any property
as to which I am the transferor, including any property transferred by me during my
lifetime as to which I did not make an allocation prior to my death,
95.2.9 To create, except when the fiduciary is a beneficiary of the subject
trust, with respect to all or any part of the principal of any trust hereunder, including
a pecuniary amount, by a written instrument a general testamentary power of
appointment within the meaning of Section 2041 of the Internal Revenue Code in any
beneficiary thereof and to eliminate such power for all or any part of such principal
as to which such power was previously created and to divide trust principal into two
fractional shares based upon the then portion of the trust that would be includable in
the gross estate of the beneficiary holding such power if he died immediately before
such division (in which case the power shall be over the entire principal of one share
and not the other), with each share being administered as a separate trust, unless such
fiduciary shall thereafter elect to combine such separate trusts into a single trust; to
4
exercise the foregoing discretion to create or eliminate a general testamentary power
of appointment when such fiduciary determines that the inclusion of the property
affected thereby in the beneficiary's gross estate may achieve a significant savings in
transfer taxes by having a federal estate tax in lieu of a Chapter 13 tax imposed by the
Internal Revenue Code on the property subject to such power of appointment or may
achieve significant income tax benefits;
~S,2 10 To disclaim any interest I may have in any estate if the Executor
deems such disclaimer to be in the best interests of my estate and the beneficiaries
thereof:
95 2, II To terminate any trust created herein, the principal of which is or
becomes too small in the Trustee's discretion to make the establishment or
continuance of the trust advisable, and to make immediate distribution of the then
remaining trust property to the beneficiary then entitled to the income of the trust
property or, if there is more than one beneficiary, to the beneficiaries then entitled to
the income of the trust property in proportion to their respective interests therein
or, if such interests are not defined, in equal shares to such beneficiaries; provided,
however, no Trustee shall participate in any decision to terminate such trust if by
reason of such tennination such trustee could receive a distribution of trust property
from such trust as aforesaid. The receipts and releases of the distributee(s) will
terminate absolutely the right of all persons who might otherwise have a future
interest in the trust, whether vested or contingent, without notice to them and without
the necessity of filing an account in any court; and
~S,2, 12 To merge any trust created hereunder with any other trust or trusts
created by me or my spouse under win or deed, if the terms of any such trust are then
substantially similar and held for the primary benefit of the same person or persons
Article Six: Provision for Taxes:
~6 I All estate taxes, inheritance taxes, transfer taxes and other taxes of a similar
nature payable by reason of my death to any government or subdivision thereof upon or with respect
to any property subject to any such tax ("Death Taxes"), and any penalties thereon, shall be paid by
the Executor out of the principal of that portion of my estate disposed of by Article Two of this Will,
and all interest with respect to any such taxes shall be paid by the Executor out of the income or
prinCIpal or partly out of the income and partly out of the principal of such portion of my estate, in
the absolute discretion of the Executor, without reimbursement from or apportionment among the
beneficiaries, recipients or owners of such property for any such taxes, penalties or interest; provided,
however, the Executor shall not pay any such taxes, penalties or interest attributable to any property
5
mcluded in my estate solely because of a power of appointment thereover which I possess but have
not exercised or any qualified terminable interest property; provided further, however, the Executor
shall not pay any supplemental federal estate tax, or any penalties or interest related thereto, imposed
by Section 4980A(d) of the Internal Revenue Code, which supplemental federal estate tax, together
with any penalties or interest related thereto, shall be borne by the recipients of the qualified plan
benefit (including my estate if it is a recipient of any such benefit) giving rise to such supplemental
federal estate tax in proportion to their respective interests therein.
Article Seven: Provision for Debts and Expenses:
~ 7. 1 I direct that any of my legally enforceable debts, any expenses of my last illness,
funeral and burial, and any of the administrative expenses of my estate shall be paid from the principal
of that portion of my estate disposed of by Article Two of this Will.
Article Eight: Miscellaneous Provisions:
~8 1 As used in this Will, the term "Internal Revenue Code" shall mean the Internal
Revenue Code of 1986, as amended from time to time, or the corresponding provision of subsequent
law
~82 Whenever a discretionary distribution of net income or principal is permitted
pursuant to any trust created by this Will, if such distribution may be made in whole or in part to a
person who is then a trustee of such trust, such person shall not participate in any way in the decision
whether to make such distribution. No trustee who is under a legal obligation to support a
beneficiary of a trust created hereunder shall participate in the exercise of any discretion granted to
the trustees of that trust to distribute net income or principal in discharge of that legal obligation
Furthermore, no trustee shall enter into any reciprocal arrangement with any other trustee for the
purpose of indirectly exercising a power prohibited hereunder
98 3 Whenever the Trustee is directed to distribute property to or for the benefit of
any beneficiary who is under (a) eighteen years of age, or (b) a legal disability or otherwise suffers
from an illness or mentaJ or physical disability that would make distribution directly to such
beneficiary inappropriate (as determined in the Trustee's sole discretion exercised in good faith), the
Trustee may distribute such property to the person who has custody of such beneficiary, may apply
such property for the benefit of such beneficiary, may distribute such property to a custodian for such
6
beneficiary, whether then serving or selected and appointed by the Trustee (including the Trustee),
under any applicable Uniform Transfers to Minors Act or Uniform Gifts to Minors Act, may
distnbute such property directly to such beneficiary's estate, or may distribute such property
directly to such beneficiary (except if any of the conditions hereinbefore described in (b) apply),
without ~ability on the part of the Trustee to see to the application of such property. This provision
shall not in any way operate to suspend such beneficiary's absolute ownership of such property or
to prevent the absolute vesting thereof in such beneficiary.
~8 4 Except as otherwise may be provided in this Will, during the continuance of any
of the trusts created under the provisions of this Will, and thereafter until the property is distributed
to and received by any beneficiary hereunder, the principal sums thus held in trust for any beneficiary,
respectively, and the income thereof shall not be subject to or liable for any contracts, debts,
engagements liabilities or torts of such beneficiary now or hereafter made, contracted, incurred or
committed, but shall be absolutely free from the same, and such beneficiary shall have no power to
sell, assign or encumber all or any part of the principal sums or such beneficiary's interest therein,
respectively, or the income thereof, or to anticipate the income.
~8 5 If any beneficiary hereunder should die within thirty (30) days after me or within
thirty (30) days after any other person the survival of whom determines his rights hereunder, then
such beneficiary shall be deemed to have predeceased me or such other person for all purposes
hereunder
IN WITNESS WHEREOF, I ROBERT J. ASHENFELDER, II, have
hereunto set my hand and seal to this, my last Will, typewritten on nine (9) sheets of paper, including
the self-proving attestation clause and signatures of witnesses, this :< ~ If, day of
711 av.At,. ~:; , 199~.
~ .~~JF
UV ROBERT J. ASHEN FELDER, II
(SEAL)
Signed, sealed, published and declared by the above named ROBERT J. ASHEN FELDER,
[I as and for his last Will, in the presence of us and each of us, who, at his request and in his presence
7
and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day
and year last above written.
Residing at 3~i:3 &d-u.fl +<"1 J\(
Q~vV\p t+\ { ,WQ.
~ S i/ S If/v' st;; tn/ () Residing at ~ ? 9 -::r: ~ {IS C <:J J te 7'
f11 IS t II Il ft~. t S 13 vI;e c ~Il (1 iJ ~ ~ --
40q \3~2 oc<k Q\.
--,V, ~\s~,rc'} .~J\ \.70 l CJ
~lXI?:
K Mil b
(1L~, ~~ingal
COI'vfMONWEAL TH OF PENNSYLVANIA.
COUNTY OF CUMBERLAND
~o ti\(llil t L I IDA
1 7cJ l
SS
We, ROBERT J. ASHEN FELDER, II, the testator, and
IS}\,~vU --A(vJ)- , -I ~-n ~ofw
. r\ I I
aLA ~ ~1r , the witnesses, whose names are signed to the attached
or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that
, and
the testator signed and executed the instrument as his last Will, that the testator signed willingly and
executed it as his free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the testator signed the Will as a witness and that to the
best of his or her knowledge the testator was at that time eighteen (18) years of age or older, of
sound mind and under no constraint or undue influence
.d
J n ' --(./
~~L'--L V')(!~0-
.
. ~
Wit e55 ~_
~-.
8
Subscribed, sworn to and acknowledged before me by ROBERT J. ASHENFELDER, II,
the testator, an!! subscribed and sworn to ~ before. me by
~.l ~tL~ -I ~~YJ ~ .Y1;o and
\lo.~~ ..:;W .. .. . lL ~ r-~,( th~ w~esses, till( ':'<5 :H day of
m u. fch , 199<1.
iJ~Av(,~ c~
Notary Public
My Commission expires:
SEAL
9
NOfAIIAL SEAl
DeISI roue. NofGf)I PuYe
....... AI. Twp.. ~ County
Mr c....L "'R kplrw Feb. 24. 2003
A
Settlement Statenlent
III rJ.\c::../~{t-.IE~ 7
B
lorm HUD.1 (3/86) ref Handbook 4305.2
u.s. Department of Housing and Urban Development
R T vne of Loan l"IUQ 1l.""T"v"l Nn. ?"O';. ~--~ ,ires llnO/?OOQ\
I KlrH^ 2 DFIllIIA J DCollv Unllls I 6. File Number I 7. Loan Number 8. Mortgage Insurance Case Numberl
4 OVA 5 Deonv. Ill' PSI294 0005678479
C Nole This form is fu~nlshed !o give you a SIa.lemenl 01 a.clual selllemenl cosls. AI1IO~nl' paid to and by Ihe setnement agent are shown. I
lIems marked. (p.o.c ) were paid outside Ihe closIng: they are shown here for tnformatron porposes and are nol included in Ihe 10lals TilleExpress Selllemenl System
WARNING illS a C"llle 10 knowrngly make lalse statemenls 10 Ihe Uniled Slales on Ihis or ~~x~U\er si!"ilar fo,.~.~enalli.s upon Pnn'Drl n7/?5/?nn7 ~111 :07 rI P
convIction can Include a fine and ,morisonment For details S91!l1' Tide 18 U. S ~jnn 'H . 1
f) NAME or BORROWER David 1. Olivetti and Elycia Krulock
__ ^D~
I. NM,IF or SI'LLER Estate of Robert 1. Ashenfelder
~LJDREll
F NAME OF LENDER: Nat'l City Mtge, a DivaI' Nat'l City Bank
AI)[)Rr"" and the ~"cretary of HUD. ISAO. 3232 Newmark Drive. Miamisburg OH 45342
G PROI'LRTY ADORESS 416 Valley Street, Mechanicsburg. P A 17055
------ -.Culllberlgnd County. Mechanicsburg Borough
H SE l'ILEMENT AGENT Primary Settlement Services, Inc., Telephone: 717-898-7110 Fax: 717-898-7433
PLAC~E nf <:f'TTI I"MENT 897 S Chinues RJ ~uitc I Manheim P A 17545
I SETTLEMENT DATE 07/25/2007 --
l-__LSUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSAr.TION:
100. GROSS AMOIINT DIIE FROM BORROWi=R 400 r.:Roc::c:: ....hAl"Il'NT OJ J~ TO ~FII ER
101 Contract <"tp< nw" 157.500.00 401 I'^nf.~~. .~I'>< nri"p 157 500.00
1n2 Personal Property 4n" ppr~nn,,1 Prnnpri"
l1m-_~~t charaes 10 borrower (line 14001 2 268.72 403
104 - 404.
~ 40!',
1------.--- Adustm"'nls fnr items n"jrl hv "",\I"r in ::lIiv"'n"'" Arliu"tm"nt" for items o;ljd bv sell"'r in arlvance --
1"6 CII"ilown I"x", 07 125/071n 12/31/07 92.78 401\ 1 07/25/07 In 12 1 31 1 07 92.78
107 Couolv la~ 07/25/07 In 12131 107 102.56 407. C'n"nlv t"xP~ 07 /25/07 to 12/31/07 102.56
1n8 Sch~~llax 07/25/07 \006/30/08 1.155.74 4nR. ~r.hool ';ox 07 1251071~ 06/30/08 1 155.74
109 S?wer I7I1-Q/101 07/25/07 In 09/30/07 48.43 409. -C:~wpr 17/1.QI~0I 07/25/07 In 09/30/07 48.43
110 Trg_~ 07/25/071009/30/07 31.16 410. Tr"~h 07/25/071,,09/30/07 31.16
111 411.
11? 412
12(1 r:;~AMOUNT DUE FROM ~O~ROWI=R 161 199.39 420 r.:~oc::<:: AMOIINT OIIF TO ~FII FR 158 930.67
?OO AMOUN rs PAID BY OR ON FlFHAI F OF FlORF ~OWFR 500. REO[ U":TlON!':. IN AMOI INT OIIF TO SELLFR
1-2QL Deposit 01 AOrnp<( m~OD" 2 000.00 '<;01. n r r 2 000.00
?(\? Pnncloal amount of new loans 155 066.00 502. !':PlflDmenl "h~rnD< In '''''''r lIin" 140m 6 969.39
~- EXIstIng loanlil taken sublectlo sm. F=vidlnn In"nl~ \ l"kpn <..hir>r1 I" -
I~ -=:;0"" P"""ff "f F;ro' "~n"'-- "
I 205. so!',. --
206 cant, In "r"ratinn "J laxp< 1 430.67 'in". ,..nO'r I~ nrM"lInn "f t"x"~ 1 430.67
207. !',n7
208 SnR.
~ 'lOCI
--
- Adiustmenls for items unn"id h" s"'lI or Adill~tm"nts for item" lJno::lirl h" ~ell r
~~llv/town tilxes !',10. I'il,,"^wn '~X"~
_~ rr" otv t~xP< "'\1 -
212 Sc!:!QQLID_ 512 C::"'h"~l'''x
~------ - 513.
_.'-1L- 514,
215 5.I!',.
~- ---_.- ",.,,,
2.1L 517.
218 516.
_UJL___ ____._ 'I1C1
2.2QJQL~AID BY/FnR RnRROWI=R 158 496.67 ,,?o. TOTAl RFnl U":TION AMO\ INT nilE ~FII i=R 10 400.06
300 CASH AT SETTLEMENT FROM OR Tl"I Ql"IRRf Wi=R 600. r":A<::H AT <::i=TTI i=Mi=NT TO OR FROM <::1=11 i=R
301 Gross amounl d"" tmm horrow"r (\i"" PO' 161 199.39 1\1l1 In <..n..r lIin" 4"01 158 930.67
302. LesS--"1!lQJJOls n",rl bv/fnr hnrrnw", IhnD ""01 158 496.67 fiO". I DOO r i I ....0 oelle, IIi"" 520 I 10 400.06
~.ASH mOM BORROWER 2 702.72 .-2!}3 rA"H Tl"I C::ElII=R -1-4.!L.530.6-.L
3ueSTITUlf: FORM 1099 SELLER ST A TEMENT The Iflformal'.'on contained he~. IS imporlaoll~2n~~o/.' 'W\!.'S !lllJJ.g,.fuJlIWled 10 Ihe I~I Revenue Serv,ce "you are required 10 file a r.'urn,
1 neglIgence penally Of other sallchon WIll be Imposed on you II thiS Ilemls require ~dpto t~~r"i"lhaNf h's not been ~d, The Contract Sales Price deSCribed on
Ine 401 above cons!dvles the Gross Proceeds ot this \ransaclion I .,
IOU are rf>qUlr~d hy law 10 orovlde Ihp <::plllpm_nf ~,......., IC_" ....-.,.........
_ . ._ ....,. " ,...., ..... . ,q_'l;"'\,/o'l;:" v'l;:"IVI'-C. "yvu are requued 10 file a return,
. . _ ,...."... "0'" '. 'C~UIICU IV oe reponed and 'he IRS delermines thai it has not been reported The Contract Sales Price descrIbed on
t:t ..v I aoove cQr\C;\ltu1es the Gross Proceeds of this transacllon
jU are rp.qu1rl1d by law to pro\/lde lhe settlemenl agent (Fed. Tax 10 No: J wllh your coned ta)l;payer idenltlicahon number. tf you do not provlde yOll( cOr(ecllaxpayer Identification
Jmber, you may he sublecllo CIvil or crim;nal penalties imposed by law. Under penallies of perjury, I cerhfy tha11he number shown on this stalemenlls my correcllaxpayer identification number
'"
_i_._
SElLER(S) SIGNA rURE(SI__ '
::LLER(S I NEW MAILING ADDRESS
;::LLERISI PHONE NUMBERS
_______ __(H)_,
(WI
U~ DEPARTMENT OF HOUSING AND URAAN DEVELOPMENT
SETTLEMENT STATEMENT
File Number: PS 1294
form 'iUD-' (3186) reI Hanabook 4305.2
PAGE 2
~, Til r ~. llI<>mpn'. SlIsl"m Prinl"d 07/?"/?()()7 ,,' 11()7 ClP
L SETTLEMENT CHARGES PAID FROM PAID FROM
700. TOTAL SALES/BROKER'S COMMISSION based on orice $157 ,500.00 = BORROWER'S SElLER'S
!
l---._.~f commiSSIon lilne 700) as 'ollows FUNDS AT FUNDS AT
I ~1 $ . : SETTLEMENT SETTLEMENT
~ '": ~ omm """ ,,", " S''''''''''I
BOO ITEMS PAYABLE IN CONNECTION WITH LOAN
A01 Loan OflmnaliOn Fee %Nat'l Ci tv Mtoe a Diy of Nat'l City Bank LR 1 527,75
802 loan DlsGount 1.000 %Nat'l City Mtoe a Div of Nat'l City Bank LR -1 550.66
---1li)) Aporalsal Fee to Network Appraisal Services *** LR 375.00
1104 Cledlt Reoor1 to Kroll Factual Data ..* LR 20.56
~~x-.i;)ervl~._. 10 LandAmerica **. LR 77.00
'.......1!.Ql.i ..-lQill1P,ocesslng fee.__ . !0 Nat'l City Mtqe. a Div of NeB .... LR 200.00
- - -
R07 I INrlprwflllnn ree tn Nat'l City Mtqe a Diy of NCB .... LR 175.00
ROil Flnnd Cert fee In FIS Flood Services .... LR 5.00
RnQ PnnclPal Pallmenl C l1"il"'''1)1 to Nat'l City Mtae a Div of NCB ... 22.28
810
~_._..
900 ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE --
!-Jill- . .lD.1illgJ.LQ.O.'L...O 7 /2 5/2 0 0 7 10 08/01/2007 (Q)$ 28.68001dall 7 Days LR 200.76
902 MOr1"Cloe In5lJran.!;e Preml m tnr to
903 Hazard Insurance Premium (or to Allied Insurance *** 570.00
WM-_FHA One Time MIP In Nat'l City Mtge a Div of Nat'l City Bank LR 2 291. 63
905
1000 RESFRVES DEPOSITFO WITH LENDER FOR
1001 Hazard Insurance 3 mo. @ S 47,50/mo LR 142.50
1002 Mor1gage Insurance mo.@$ Imo
"-
1003 Cltv Prnner111 Tax 7 mo. @ $ 17.64 /mo LR 123.48
1004 Countv Pwnenll Tax 7 mo. fil)$ 18.08 /mo LR 126.56
I 1005 SChool lax 2 mo. @ $ 104.89 /mo LR 209.78
1009. Aoorf'oate An'" ,., 'rl'''.'mf'nl to Nat'l City Mtqe a Div of NCB *** LR 0.00 -226.10
1100 TiTlE CHARGES
1101 Selllemenl or closinQ (ee
1102 Wife I E-mail dellverv fee to Primary Settlement Services, Inc. 25.00
1103. Courier Fee ($20.0010ackaQe) 10 FedEx -- 20.00
-....11Q1 Tax Cert Fee to Barry heckard 5.00
~ 105 C)~cv1iJanl Draudrat/0rl In Primary Settlement Services Inc. 100.00
~Nota'" Fees 10 Cristy Peyton 50.00
1107 Allornell's fees
{Includes above items No \
~i!le \"surance to Primary Settlement Services. Inc. 1 148.75
-----Llnc1udes abolle Ilems No: I
1109 Lender's Policv 155,066.00 -
1110. Owner's Policv 157.500.00 - 1 148.75
1111 End 1..00. End 300 End 900 In Primary Settlement Services Inc. 150.00
..11.1L
.!.1.1l... CloslnqSvcLtr to Primary Settlement Services, Inc. 35.00
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES
12Q.L Recordlno Fees Deed $ 38.50 Mortaaa" $ 70.50 I 109.00
1202 CllvlCounlv lax(slamos Deed $ 1 575.00 1 575.00
1203. Stale Taxlstamus Deed ~ 1. 575.00 . MortQaQe $ 1 575.00
1204.
~-_.
1300. ADOITIONAL SETTLEMENT CHARGES
1301 Survev
302 PesllnsoeQ!.on
J.OJ Sewer 6111 (411.61301 10 Mechanicsbura Borouah 48.00
~wer Sill 17/1.91301 to Mechanicsburg Borough 65.00
41.82
~Irash 17f1:llilQl_.
10 MechanJ.csburg Borough
T-~.2:~-- 6,969.391
~OTAlS~ENTCHAR~E~
,.v<
lenler on lines 103 Section J and 502 Seclio" K\
HUO CERTIFICA nON OF BUYER AND SELLER
..'__ ....'oJ ........."'~IV11.:I CIIU ;JVL ~eCIIOn KJ
2,268.721
6,969.391
HUD CERTIFICATION OF BUYER AND SEllER
I have ca1elutly r VleWe the HUO.l Selllement Stateme," and \P-the best ot my knowledge and belIef, It IS a true and accurate slatement or all receipts and disbursements made on my accounl or
oy /TIe In lh.s ,,.nsac on lunher cenlly I~etl~copy of the HUD.1 Settlement Statemenl C P J /
CL1~~U1L---'
DavId J Qhven, EiYCia Krulock
ex. e eAA. In
L
WARNING: iT tS A CRIME TO KNOWINGL Y MAKE FALSE STATEMENTS TO THE
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENAL TIES UPON CONVICTION
CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18
U.S CODE SECTION 1001 AND SECTION 1010.
nH~-IOO-C:IOt:J( c:t:J'11
t""NLtlHNK
412 758 3458
P.01
~ PNC13AN<
March 9, 2007
S Berne Smith
Attorney at Law
107 N 24'h St.
Camp Hill, PAl 7011
scp
RE: Estate of Robert John Ashentelder 11 (Deceased)
SSN: 163-38-0276
DOD: 02-13-2007
Dear Mr. Smith:
hl response to your request for Date of Dt:ath balances for the customer noted above, our
records show the following;
Certificate of Deposit
Account #31 500289624 Established 04-21-2006
ROBERT JOHN ASHENFELDER II
DOD balance: $19,694.48 + $523.68 accrued interest
Interest paid 01-01-2007 thru 02-13-2007 $O.OOYTD
Account #31400290929 Established 06-29-04
ROBERT JOHN ASHENFELDER II
DOD balance: $12,450.98 + $38.36 accrued interest
hlterest paid 01-01-2007 thru 02-13-2007 $5 1. 49YrD
Checking Account
ACcoWlt #5070116845 Established 06-22-1993
ROBERT J ASHENFELDER 11
DOD balance: $5,438.22 + $0.92 accrued interest
Interest paid 01-01-2007 thru 02-13-2007 $0.94YID
. Savings Account
Account #5000728707 Established 12-19-1996
ROBERT JOHN ASHENFELDER II
DOD balance: $11,776.68 + $28.12 accrued interest
Interest paid 01-01-2007 thru 02-13-2007 $33.48YID
Pase 1 of2
;:; T r,4c...1I nG NT C
"IHI-<-l:1l:J- dl:1l:1' ( dl:1: 1 d
t-'NCI::lANK
412 768 3458
P.02
The decedent maintained investment Account (INY #10213339). For further information,
you may call the Brokerage Department at 1-800-762-6111.
Please note that this office only provides date of death balances for deposit accounts
(mAs, CDs, Checking and Savings accounts). We do not proce5s any financial
transactions or provide statements. If you need assistance with any of these items,
pteast: ealll-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office,
Sincerely,
~:1~
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-P
500 First Ave,
Pittsburgh P A 15219
Member FDIC
Page2of2
TnT()1 0 fA'"')
Juno e-mail printed Thu, 27 Sep 2007 08: 19:25 , page 1 of 2
Kelley Blue Book
THE TRUSTED RESOURCE
'. kI*.c..
;;:::::;, SE
advertisement
2002 Ford Ranger Short Bed
BLUE BOOK PRIVATE PARTY VALUE
advertisement
Condition
Value
Excellent
$8,870
./ Good
$8,240
(Selected)
Fair
$7,455
Average Consumer Rating (179 Reviews)
Read Reviews
'i.?t>'i.?t?{ 4.5 out of 5
Review This Vehicle
Vehicle Highlights
Mileage:
Engine:
Transmission:
Drivetrain:
52,000
V6 3.0 Liter
Automatic
4WD
Selected Equipment
Standard
Power Steering
AMjFr--l Stereo
Dual Front Air Bags
ABS (4-Wheel)
Optional
AII' Conditioning
Single Compact Disc
Sliding Rear Window
Running Boards
Bed Liner
Close Window
Blue Book Private Party Value
Private Party Value is what a buyer can expect to pay when buying a used car from a
jmvate party. The Private Party Value assumes the vehicle is sold "As Is" and carries
A r, A c.:i-tnc~.Jr D
JUI10 e-mail printed Thu, 27 Sep 2007 08: 19:25, page 2 of2
no warranty (other than the continuing factory warranty). The final sale price may
vary depending on the vehicle's actual condition and local market conditions. This
value may also be used to derive Fair Market Value for insurance and vehicle
donation purposes,
Vehicle Condition Ratings
Excellent
$8,870
"Excellent" condition means that the vehicle looks new, is in excellent
mechanical condition and needs no reconditioning. This vehicle has never had
any paint or body work and is free of rust. The vehicle has a clean title history
and will pass a smog and safety inspection. The engine compartment is clean,
with no fluid leaks and is free of any wear or visible defects. The vehicle also
has complete and verifiable service records. Less than 5% of all used vehicles
fall II1tO this category.
./ Good (Selected)
$8,240
"Good" condition means that the vehicle is free of any major defects. This
vehicle has a clean title history, the paint, body and interior have only minor (if
any) blemishes, and there are no major mechanical problems. There should be
little or no rust on this vehicle, The tires match and have substantial tread wear
left. A "good" vehicle will need some reconditioning to be sold at retail. Most
consumer owned vehicles fall into this category.
fair
$7,455
"Fair" condition means that the vehicle has some mechanical or cosmetic
defects and needs servicing but is still in reasonable running condition. This
vehicle has a clean title history, the paint, body and/or interior need work
performed by a professional. The tires may need to be replaced. There may be
some repairable rust damage.
Poor
N/A
"Poor" condition means that the vehicle has severe mechanical and/or cosmetic
defects and is in poor running condition. The vehicle may have problems that
cannot be readily fixed such as a damaged frame or a rusted-through body. A
vehicle with a branded title (salvage, flood, etc.) or unsubstantiated mileage is
considered "poor." A vehicle in poor condition may require an independent
appraisal to determine its value. Kelley Blue Book does not attempt to report a
value on a "poor" vehicle because the value of cars in this category varies
greatly.
* Pennsylvania 11/6/2007
http://www.kbb.comlKBB/U sedCars/PricingReport.aspx?trid=3 7 &ManufacturerId= 15&QuizConditio...
Juno e-mail printed Thu, 27 Sep 2007 08: 19:25 , page 1 of 2
Kelley Blue Book
THE TRUSTED RESOURCE
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advertisement
;,::::::0 Se
2002 Ford Ranger Short Bed
BLUE BOOK SUGGESTED RETAIL VALUE
Condition
Value
Excellent
$10,605
Suggested Retail Value
Assumes Excellent
Condition... More
Average Consumer Rating (179 Reviews)
Read Reviews
'\. ."-("-(."-(.
t..rt...t...t...\.
4.5 out of 5
Review This Vehicle
Vehicle Highlights
Mileage:
Engine:
Transmission:
Drivetrain:
52,000
V6 3.0 Liter
Automatic
4WD
Selected Equipment
Standard
Power Steering
AM/FM Stereo
Dual Front Air Bags
ABS (4-Wheel)
Optional
Air Conditioning
Single Compact Disc
Sliding Rear Window
Running Boards
Bed Liner
Blue Book Suggested Retail Value
The Kelley Blue Book Suggested Retail Value is representative of dealers' asking
prices and is the starting point for negotiation between a consumer and a dealer.
This Suggested Retail Value assumes that the vehicle has been fully reconditioned
and has a clean title history. This value also takes into account the dealers' profit,
costs for advertising, sales commissions and other costs of doing business. The final
sale pnce will likely be less depending on the vehicle's actual condition, popularity,
type of warranty offered and local market conditions.
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Juno e-mail printed Thu, 27 Sep 2007 08:19:25, page 2 of2
Vehicle Condition Ratings
Excellent
;'J[jiJtlO $10,605
"Excellent" condition means that the vehicle looks new, is in excellent
mechanical condition and needs no reconditioning. This vehicle has never had
any paint or body work and is free of rust. The vehicle has a clean title history
and will pass a smog and safety inspection. The engine compartment is clean,
with no fluid leaks and is free of any wear or visible defects. The vehicle also
has complete and verifiable service records. Less than 5% of all used vehicles
fall into this category.
'" Pennsylvania 11/6/2007
http://www.kbb.comlKBBIU sedCars/PricingReport.aspx?trid=3 7 &Manufacturerld= 15&QuizConditio...
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VAtic OOU018
Fax server
Allstate Life Insurance Company
P.O. Box 94212
Palatine, IL 60094-4212
Telephone: (877)499-6418
Facsimile: (866) 635-4523
~ Allstate.
FINANCIAL
March 12,2007
Ifff~
PNC Investment Services
Attn: Charles Little
2 E. Main St.
Mechanicsburg, PA 17055-3851
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Re:
Contract No:
Robert J. Ashenfelder
PA00046122
Dear Mr. Little:
We have been requested to complete IRS Form 712 with regard to the above referenced contract. The
purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or its
proceeds as of a certain date (usually the owner's date of death or date of transfer oftlle contract).
This contract is an annuity contract, which is not reportable on IRS Form 712. The following information is
provided for estate purposes only as of the date specified:
Date of Death:
Annuity Value. as of Date of Death:
Cost Basis:
Named Beneficiary:
February 13,2007
$ 147,930.31
$ 138,202.73
Erin R. Ashenfelder
Matthew D. Ashenfelder
Elizabeth A. Ashenfelder
.The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender
Charges.
If you have any questions, please contact our Customer Care Unit at 1-877-499-6418.
Sincerely,
Nicholas A. Ralph I sn
Sr. Claim Examiner
j} 7 r Ff c::./-I n c..: tJ r E
S. BERNE SMITH
Attorney-at-Law
107 N. 24th Street
Camp Hill, PA 17011-3602
PHONE: (717) 737-6789
FAX: (717)737-6783
November 7,2007
In re: Estate of Robert J. Ashenfelder, II; DOD 2-13-2007; SS# 163-38-0276; EIN: 21-7297352
PA File No. 21-07-0213
File: 255001
C?
Ms. Glenda Farner Strasbaugh
Register of Wills
Courthouse
1 Courthouse Square
Carlisle, P A 17013-3387
....-....;
Dear Ms. Strasbaugh:
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The original and a copy of the Pennsylvania Inheritance Tax is enclosed. Also, please find
enclosed the Estate's check in the amount of$5,200.34, payable to Register of Wills, Agent, as final
prepayment ofthe Pennsylvania Inheritance Tax. My check in the amount of$15.00 is enclosed to
pay the filing fee. Please acknowledge receipt of this filing.
Thank you for your help in the case. It is a pleasure to work with your Staff.
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S. incerely yours, . ..()
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S. Berne Smith
Enclosure:
cc: Erin R. Clark, Executrix
.
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