HomeMy WebLinkAbout01-15-08
--1
15056041114
REV -1500 EX (06-05)
OFFICIAL USE ONLY
County Code Year File Number
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21-2007-0050
Date of Birth
219-50-7085
01102007
12201935
Decedent's Last Name Suffix
01f Applicable) Enter Surviving Spouse's Infonnation Below
Spouse's Last Name Suffix
~RIGHT
Spouse's Social Security Number
Decedent's First Name
Spouse's First Name
ANNA
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
W 1. Original Return D
D
D
o
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
D 4. Limited Estate D
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
W 6. Decedent Died Testate D
(Attach Copy of Will)
D 9. Litigation Proceeds Received D
8. Total Number of Safe Deposit Boxes
D
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
STEPHEN D. TILEY
Firm Name (If Applicable)
717-243-5838
FREY & TILEY
First line of address
cJ1
5 SOUTH HANOVER STREET
'./' -'l';.
Second line of address
City or Post Office
State
ZIP Code
v
DATE 'j;'ftED
CARLISLE
PA
17013
DRIVE, CARLISLE,
17015
d' DATE
~~
PA 17013
"..5-:- ~9
,
PA
W. WRIGHT,
SI~:A~T~E~A~RESENTATIVE
ADDRESS .
STEPHEN D. TILEY, 5 SOUTH HANOVER STREET, CARLISLE,
PLEASE USE ORIGINAL FORM ONLY
Side 1
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15056041114
15056041114
MI
MI
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--1
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15056042115
REV-1500 EX
Decedent's Name:
219-50-7085
Decedent's Social Security Number
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) DSeparate Billing Requested. . . . . . . .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) DSeparate Billing Requested. . . . .
8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1.
2. NONE
3. NONE
4. NONE
5.
6.
7.
8.
9.
180000.00
9538.00
124189.00
2002.00
315729.00
20075.00
9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . .
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . .. .... 10.
11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . .. 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X.O L
16. Amount of Line 14 taxable
at lineal rate X .0 ~
17. Amount of Line 14
taxable at sibling rate X . 12
18. Amount of Line 14 taxable
at collateral rate X . 15
15.
16.
244993.00 17.
24214 . 00 18.
19. TAX DUE.. . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . .. . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042115
15056042115
26447.00
46522.00
269207.00
0.00
269207.00
0.00
0.00
29399.00
3632.00
33031. 00
w
-l
REV-1500 EX Page 3 219-50-7085
Decedent's Complete Address:
DECEDENT'S NAME
ANNA M. WRIGHT
STREET ADDRESS
2132 CIRCLE ROAD
File Number
21-2007-0050
DECEDENT'S SOCIAL SECURITY NUM8ER
219-50-7085
CITY
CARLISLE
I STATE
IpA
I ZIP
17015
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
33031.00
33450.00
1651.55
Total Credits ( A + 8 + C ) (2)
35101.55
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
0.00
2070.55
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
0.00
A. Enter the interest on the tax due.
(SA)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. 0
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0
....0
No
o
o
o
o
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
D
o
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 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.
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . .
o
o
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. S9116 (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. S9116 (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 P.S. S9116(1.2) [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. 99116(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.
217
REV-15D2 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
WriQht, Anna M. 21-2007-0050
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
VALUE AT DATE
OF DEATH
2132 Circle Road
North Middleon Township
Cumberland County, Pennsylvania
Single Family, Bi-Ievel style, residence
Acquired April 1 , 2004 by deed recorded in Cumberland County Deed BK 262, PG 2429
2007 Assessment $138.930 * CLR Factor of 1.22 = $169,495
Sold in "arms-length" transaction to John K. Cook, et. UX., by deed dated October
19,2007 for $180,000, gross. See copy of settlement sheet attached.
180,000
TOTAL (Also enter on line 1, RecaDitulation) $
(If more space is needed, insert additional sheets of the same size)
180,000
A. Settlement Statement
U.S. Department of Housing
and Urban Development
OMB Approval No. 2502-0265
B. Type of Loan
1.[ ] FHA
4.[ jVA
2. [ j FmHA 3 [ ] Conv Un,"s 16 File Number' 17 Loan Number. \8. Mortgage Insurance Case Number:
5. [X] Conv. Ins. 400701680-CB 0039799739
NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items
marked "(p.o.c.)" were paid outside of the closing: they are shown here for informational purposes and are not included in the totals.
D. Name and Address of Borrower I E. Name and Address of SeUer I F. Name and Address of Lender
JOHN K. COOK AND PAMELA S. COOK GERALD W. WRIGHT, EXECUTOR OF ERA HOME LOANS
ESTATE OF ANNA M. WRIGHT AlK1A 3000 LEADENHALL ROAD,
ANN-MARIA WRIGHT AlK1A MOUNT LAUREL, NJ 08054
ANNA-MARIA WRIGHT A1K1A ANNA
MARIE WRIGHT
219A MARSHALL ROAD
CARLISLE, PA 17013
C.
48 TEABERRY DR.
CARLISLE, PA 17015
G. Property Location
2132 CIRCLE ROAD,
CARLISLE, PA 17013
COUNTY: CUMBERLAND
PARCEL 10: 29-15-1249-018
TOWNSHIP: NORTH MIDDLETON TOWNSHIP
J. SUMMARY OF BORROWER'S TRANSACTIONS
100. Gross Amount Due From Borrower
101. Contract Seles Price
102. Personal Property
103. Settlement Charges to Borrower
Adjustments For llams Paid By SeUer In Advance
113. CityfTown Taxes
114. County Taxes 541.5700/yr for 1 0/19/07 thru 01/01108
115. School Taxes 1819.9800/yrfor 10/19/07 thru 07/01/08
118. Assessments
119.
H. Settlement Agent
,sECURED LAND TRANSFERS - MECHANICSBURG
t Place of Settlement I. Settlement Date 10/19/2007
1068 HARRISBURG PIKE Disbursement Date 10/19/2007
CARLISLE, PA
-
K. SUMMARY OF SELLER'S TRANSACTIONS
400. Gross Amount Due To SeUer
$180,000.00 401. Contract Sales Price
402. Personal Property
$4,738.45 403.
Adjustments For Items Paid By SeUer In Advance
413. CityfTown Taxes
$109.80 414. County Taxes 541.5700/yr for 10/19/07 thru 01101/08
$1,272.99 415. School Taxes 181 9.9800/yr for 10/19/07 Ihru 07/01/08
418. Assessments
419.
$180,000.00
$109.80
$1,272.99
120. Gross Amount Due From Borrower I $186,121.24 420. Gross Amount Due To SeUer I $181,382.79
200. Amounts Paid By Or In Behalf Of Borrower 500. Reductions In AmDunt Due TD SeUer
201. Deposit or Earnest Money I $1,000.00 501. Excess Deposits
202. Principal Loan Amount from ERA Home Loans I $180,000.00 502. Settlement Charges tD SeUer $13,133.90
203. Existing Loan(s) Taken SUbject 10 503. Existing Loan(s) Taken SUbject to
Adjustments For Items Unpaid By SeUer Adjustments FDr Items Unpaid By SeUer
210. 510.
211. 511.
212. 512.
213. CltyfTown Taxes 513. CityfTown Taxes
214. County Taxes 514. County Taxes
218. Assessments 518. Assessments
219. 519.
221. Seller Paid Closing Costs $3,600.00 521. Seller Paid Closing Costs $3,600.00
220. Buyer's Total Credits $184,600.00 520. SeUer's TDtal Charges I $16,733.90
300. -Cash At Settlement FrDmlTD BDrrower 600. Cash At Settlement To/FrDm SeUer
301. Gross Amount Due From Borrower (line 120) I $186,121.24 601. Gross Amount Due To Seller (line 420) I $181,382.79
302. Less Amounts Paid By/For Borrower (line 220) I $184,600.00 602. Less Deductions In AmI. Due To Seller (line 520) I $16,733.90
303. Cash [X] FrDm [ ] TD BDrrower I $1,521.241603. Cash [X] TD [ ] FrDm SeUer I $164,648.89
~"~.
~f-
:\':, ..
400701680 - CB
L. Settlement Statement
700. Total Sale Commission 176400.00@ 6 % = 10584.00
Division of Commission (line 700) As Follows:
701. $10584.00 to ERA-NRT, Inc.
702. Commission Selling
703. Commission paid at settiement
708. Broker Administrative Fee to ERA-NRT, Inc.
709. Broker Administrative Fee to ERA-NRT, Inc.
Page 2
Paid Fmm Borrower's Paid From Seller's
Funds At Settiement Funds At Settlement
$10,584.00
$165.00
$165.00
800. Items Payable In Connection Wlth Loan
801. Loan Origination Fee
802. Loan Discount
803. Appraisal Fee to STARS (POC 350.00 by Lender)
804. Credit Report to FNMA CBC (POC 19.95 by Lender)
805. Lender Inspection Fee
810. Document Preparation to ERA Home Loans (POC 85.00 by Lender)
812. Flood Cert. Fee to STARS (POC 19.50 by Lender)
815. Application Fee to ERA Home Loans (POC 500.00 by Lender)
900. Items Required By Lender To Be Paid In Advance
901 .Interestfrom 10/19/2007 to 11/1/2007@34.1600/day
902 . Mortgage Insurance Premium
903 . Hazard Ins. Premium Nationwide Properly and Casualty Insurance Co. (POC 483.00 by Buyer)
904 . Flood Ins. Premium
1000. Reserves Deposited With Lender
1001. Hazard Ins. Reserve 3 mo @ 40.25 / mo ERA Home Loans
1002. Mortgege Ins. Reserve 0 mo@ 145.50/ mo ERA Home Loans
1003. City Properly Taxes
1004. County Properly Taxes 9 mo@45.13/mo ERA Home Loans
1005. School Taxes 4 mo @ 151.66 / mo ERA Home Loans
1010. Aggregate Accounting Adjustment from ERA Home Loans
1100. Title Charges
1101. Settlement/Closing Fee
1102. Abstract or Title Search
1103. Title examination
1104. Title Insurence Binder
1105. Document preparation
1106. Notary fee to Colleen Blume, Notary Public
1 1 07. Attorney Fee
1108. Title Ins. Total to Secured Land Transfers - Mechanicsburg
1109. Lender's Coverage $180000.00 ($)
1110. Owner's Coverage $180000.00 ($1258.75)
1111. Endorsements-100,300,900 ($150.00) to Secured Land Transfers - Mechanicsburg
1119. Wire Transfer Fee to Secured Land Transfers - Mechanicsburg
1127. Electronic Delivery & Handling Fee to Secured Land Transfers - Mechanicsburg
1138. Processing/Tax Cert. to Secured Land Transfers - Mechanicsburg
1200. Government Recording And Transfer Charges
1201. Recording Fees for Deed 40.00; Recording Fees for Mortgage 64.50
1202. City/County Tax/Stamps 1800.00
1203. State Deed Tax 1800.00
$444.08
$120.75
$406.17
$606.64
-$422.44
$20.00
$10.00
$1,258.75
$150.00
$35.00
$50.00
$10.00
$104.50
$1,800.00
$1,800.00
1300. Additional Selliement Charges
1302. Pest inspection to Lloyd's Home Inspection (POC 55.00 by Buyer)
1303. Home Warranty to American Home Shield $485.00
1305. Home Inspection to Lloyd's Home Inspection (POC 325.00 by Buyer)
1306. Final SewerlWater to North Middleton Authority $79.90
1400. Total Seltlement Charges $4,738.45 $13,133.90
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief it Is true and accurate statement of all receipts and disbursements
made on my account or b in this transacUon. I further . y that I have received a copy of the HUD-1 Settlement Statement.
SELLERS
Pamel
The HU Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be disbursed in
accordance with this statement.
SeltlementAgent C: ~
flt-R..--L.u ~1U.
SECURED LAND TRANSFERS - MECHANICSBURG
L
Date
10/19/2007
217
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WriQht, Anna M.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-2007-0050
Include the proceeds of litigation and the date the proceeds were received by the estate.
All orooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
Cash in purse
65
2
Private sale of skillets, cookie sheet, and tea kettle to Wanda Shaffer
50
3
Private sale of Wedgewood set and stemware to Antiques on Hanover Street
550
4
Public Sale of personal household property. See Statement Attached. (Net of fees & costs.)
4,961
5
IRS Refund
16
6
USAA Subscriber's Account - Accumulated Dividends
1,616
7
1996 Buick Century Automobile - See Edmonds.com statement attached
2,260
8
PA Department of Revenue - Refund
20
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
9,538
UU\.V W..lU::I
ROWE'S AUCTION SERVICE (RH 79L)
Bill Rowe (AU 1538L)
2505 Ritner Highway ·
249-1978 697-4794
Carlisle, PA
249-2677
Dave Rowe (AU 2295L)
OTHER
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Auction Is Action Call ''Rowe'' For Satisfaction
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DESCRIPTION OF MERCHANDISE
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I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of the merchandise, goods and or property and have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to tlie-purchaser. I agt;t;'e to hold harmless the Auctioneers against any claims of the ~ature referred to in
this agree~ent. / I '/ J
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'~UCTION SI"GNATUItE- { J/-SELEERS S;iGN~TURE
':---'/1" j . -....." l
e:. So J ~
Total Sales (Clerking Tickets Attached) $ r,.;1 (;' '-4 -~, ,
I.
.Less Sale Expense:
1,.::.-% Commission Auctioneer $ ;11(9 2. ~ 6," 7 /, ,;.<or"
l '
% Commission Clerks $
lJ. _,_ .
OTHER: ~\_n'<i( ,).,~, \ 11 -'1"1
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TOTAL SALE EXPENSE DEDUCTED $
.;~:~ 33 r~} .-=t
1I""t'"""" r
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SELLERS NET $
L.t 84 f, ,,..{:',,
.n., . , v-, "-'
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.Edmunds.com 1M V - l'nvate l'arty l'ncmg
rage: 1 Vi 1
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TRUE
MARKET
:d~~~s.
1996 Buick Century 4
Dr STO Sedan
Color: Silver
Mileage: 36,000
Condition: Clean
ASKING PRICE
$1
Edmunds TM~ Private Party Pricing:
Contact Information:
Base Price
Optional Equipment
Color Adjustment
Regional Adjustment
Mileage Adjustment
Condition Adjustment
Total:
TM~ pricing represents estimated
market transaction values.
$1,384
$47
$10 I
$-52 j
. I
$871 1
$0 l
$2,260 I
Prices as of: I
2107 .
Standard Equipment:
.14lnch Wheels
. 2.2L 14 OHV 8V FI
Engine
. 4-Wheel ABS
Optional Equipment:
. 3.1 L V6 OHV 12V FI . AM/FM/Cassette
Engine Audio System
. 3-Speed Automatic
Transmission
. AM/FM Audio
System
. Cloth Seats . Driver Front Airbag
. Front Split Bench . Intermittent
Seat Windshield Wipers
· Lighted Entry System . Power Brakes
. Power Door Locks . Power Steering
. Power Windows . Rear Window
Defroster
. Tilt Steering Wheel
· Air Conditioning
. Remote Trunk
Release
. Tinted Glass
~
!.~~M
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fitness for a particular purpose and non-infringement, and any implied warranties arising from statute, course of dealing, course
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@1995-2007 Edmunds.com, Inc. All rights reserved
http://trnv.edmunds.com/products/trnv/used/epllUTMV Controller?trnv Action=ppSticker&y... 2/5/2007
217
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
WriQht, Anna M.
FILE NUMBER
21-2007-050
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS
RELATIONSHIP TO DECEDENT
A. Gerald W. Wright 42 Teaberry Drive, Carlisle, PA 17015
None
8. Hannelore (Lori) Wallace 1016 Jonquil Drive, Jeffersonville, IN 47130
Sister
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET
INTEREST DECEDENT'S INTEREST
1. A. 6/21/02 Citizens Bank Checking No. 6100735605 4,928 50.00% 2,464
2. A 12/12/89 Members First No. 111458-00 32 50.00% 16
3. A 1/13/92 Members First No. 111458-11 13,457 50.00% 6,729
4. A 12/12/89 Members First No. 111458-05 0 50.00% 0
5. 8 8/15/03 Members First No. 111458.42 6,201 50.00% 3,101
6. 8 2/7/06 Members First No. 111448.46 - See Schedule G 10,003 50.00% 5,002
7. A 2/5/97 Members First No. 111458.55 10,010 50.00% 5,005
8. 8 12/28/02 Members First No. 111448.56 20,005 50.00% 10,003
9. B 5/30/03 Members First No. 111458.57 10,002 50.00% 5,001
10. 8 7/30/03 Members First No. 111448.59 4,001 50.00% 2,001
11. B 9/15/03 Members First No. 111458.60 17,003 50.00% 8,502
12. 8 11/12/03 Members First No. 111448.61 9,629 50.00% 4,815
13. B 2/20/04 Members First No. 111458.62 15,003 50.00% 7,502
14. B 6/30/04 Members First No. 111448.63 10,002 50.00% 5,001
15. B 5/31/00 Members First No. 111458.64 5,001 50.00% 2,501
16. 8 6/13/03 Members First No. 111448.65 10,002 50.00% 5,001
17. 8 8/22/00 Members First No. 187887-00 25 50.00% 13
18. 8 8/22/00 Members First No. 187887-05 16,438 50.00% 8,219
19. 8 4/13/00 Members First No. 187887-41 10,002 50.00% 5,001
20. B 6/9/04 Members First No. 187887-42 10,002 50.00% 5,001
21. B 5/26/05 Members First No. 187887-43 10,002 50.00% 5,001
22. 8 11/22/06 Members First No. 187887-44 10,003 50.00% 5,002
23. 8 1/30/06 Members First No. 187887-46 5,001 50.00% 2,501
24. B 6/28/06 Members First No. 187887-48 30,009 50.00% 15,005
25. 8 9/13/00 Members First No. 187887-65 1,600 50.00% 800
26. 8 9/27/02 Members First No. 187887-69 10,003 50.00% 5,002
0
0
0
TOTAL (Also enter on line 6 Recanitulation' $ 124 189
(If more space is needed, insert additional sheets of the same size)
~~ Citizens Bank
525 William Penn Place
Suite 153-2618
Pittsburgh, PA 15219
March 4, 2007
STEPHEN D TILEY Esq
5 S HANOVER ST
CARLISLE PA 17013
Estate of ANNA M WRIGHT
Date of Death: January 10,2007
SSN: 219-50-7085
Dear Sir:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of her date of death.
The decedent had 1 active account at the time of her death and she had no Safe Deposit Box.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 1-888-999-6884
Sincerely,
Phillip Lynch
Operations Services
~..~Citizens Bank
Account Number
Account Title
Date Opened
Account Type
Principal Balance as of DOD
Interest from Last Posting to DOD
Account Balance as of DOD
YTD Interest to DOD
6100735605
ANNA M WRIGHT or GERALD W WRIGHT
1/7/1991
Checking
$4,927.93
$ .00
$4,927.93
$.00
Already Joint before 06/21/2002
MEMBERS 1st
FEDERAL CREDIT UNION
October 29,2007
Stephen D. Tiley
Frey & Tiley
5 South Hanover Street
Carlisle, P A 17013
RE: Estate of Anna M. Wright
Dear Mr. Tiley,
Enclosed is a revised date of death value for account number 187887 clarifying joint
ownership of the previous rollover certificates. Information was added to indicate the
previous certificates listed Hannelore Wallace as joint owner.
In review of our files, we cannot locate a prior certificate for account number 111458-46.
Statements indicate this certificate was purchased by a deposit of new funds.
Please do not hesitate to contact me should you have additional questions.
vefY\truly YO. ur/)s
N~ a/V~L
Denise A. Wolfe '/ -
Insurance Services Supervisor
Enclosure
5000 Louise Drive · P.G. Box 40 · Mechanicsburg, Pennsylvania 17055 · (800) 283-2328 . www.members1st.org
@
MEMBERS 1st
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
INVESTMENT SAVINGS ACCOUNT:
AccountNumbe~Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
111458 -00
11/01/1989
$32.04
$.00
$32.04
Gerald W. Wright
12/12/1989
111458 -11
01/13/1992
$13,456.68
$.18
$13,456.86
Gerald W. Wright
01/13/1992
111458 -05
11/01/1989
$.06.
$.00
$.06
Gerald W. Wright
12/12/1989
111458 -42
08/17/1993
$6,200.00
$1.09
$6,201.09
Lori Wallace
08/15/2003
111458 -55
02/05/1997
$10,000.00
$9.67
$10,009.67
Gerald W. Wright
02/05/1997
111448 -46
04/07/2006
$10,000.00
$2.73
$10,002.73
Lori Wallace
04/07/2006
111448 -56
12/29/1997
$20,000.00
$4.57
$20,004.57
Hannelore Wallace
12/28/2002
5000 Louise Drive. P.O. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.memberslst.org
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 111458 -57 111448 -59
Date Account Established 06/01/1998 07/29/1998
Principal Balance at Date of Death $10,000.00 $4,000.00
Accrued Interest to Date of Death $2.02 $.70
Total Principal and Accrued Interest to Date of Death $10,002.02 $4,000.70
Name of Joint Owner Lori Wallace Lori Wallace
Date Joint Ownership Established 05/30/2003 07/30/2003
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 111458 -60 111448 -61
Date Account Established 09/15/2003 11/16/1998
Principal Balance at Date of Death $17,000.00 $9,627.29
Accrued Interest to Date of Death $3.07 $1.69
Total Principal and Accrued Interest to Date of Death $17,003.07 $9,628.98
Name of Joint Owner Lori VIf ailace Lori Wailace
Date Joint Ownership Established 09/15/2003 11/12/2003
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 111458 -62 111448 -63
Date Account Established 02/20/2004 07/02/1999
Principal Balance at Date of Death $15,000.00 $10,000.00
Accrued Interest to Date of Death $3.03 $2.15
Total Principal and Accrued Interest to Date of Death $15,003.03 $10,002.15
Name of Joint Owner Lori Wallace Lori Wallace
Date Joint Ownership Established 02/20/2004 06/30/2004
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 111458 -64 111448 -65
Date Account Established 05/31/2000 06/13/2003
Principal Balance at Date of Death $5,000.00 $10,000.00
Accrued Interest to Date of Death $1.18 $2.02
Total Principal and Accrued Interest to Date of Death $5,001.18 $10,002.02
Name of Joint Owner Lori Wallace Lori Wallace
Date Joint Ownership Established 05/31/2000 06/13/2003
JJM B~RS 1ST)J~E~L CREDIT UNION
?tide ill{/~
Denise A. Wolfe P / -
Insurance Services Supervisor
March 23, 2007
Estate of: ANNA M. WRIGHT
Date of Death: January 3, 2007
Social Security Number: 219-50-7085
MEMBERS 1st
FEDERAL CREDIT UNION
@
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
187887 -00
09/29/1999
$25.00
$.00
$25.00
Hannelore Wallace
08/22/2000
187887 -05
09/29/1999
$16,436.12
$1.78
$16,437.90
Hannelore Wallace
08/22/2000
187887 -41
04/13/2000
$10,000.00
$2.42
$10,002.42
Hannelore Wallace
04/13/2000
187887 -43
OS/26/2005
$10,000.00
$2.42
$10,002.42
Hannelore Wallace
OS/26/2005
187887 -42
06/09/2004
$10,000.00
$2.15
$10,002.15
Hannelore Wallace
06/09/2004
187887 -44
11/22/2006*
$10,000.00
$2.73
$10,002.73
Hannelore Wallace
11/22/2006
.Purchased by redeemed certificate 187887-68, originally purchased 11/21/01, listing Hannelore Wallace joint owner
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
187887 -46
01/30/2006*
$5,000.00
$1.37
$5,001.37
Hannelore Wallace
01/30/2006
187887 -48
06/28/2006**
$30,000.00
$8.60
$30,008.60
Hannelore Wallace
06/28/2006
.Purchased by redeemed certificate 187887-66, originally purchased 1/31/01, listing Hannelore Wallace joint owner
..Purchased by redeemed certificate 187887-67, originally purchased 6/29/01, listing Hannelore Wallace joint owner
5000 Louise Drive . Po. Box 40 . Mechanicsburg, Pennsylvania 17055 . (800) 283-2328 . ww-vv.members1st.org
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Name of Joint Owner
Date Joint Ownership Established
Estate of: ANNA M. WRIGHT
Date of Death: January 3,2007
Social Security Number: 219-50-7085
187887 .65
09/13/2000
$1,600.00
$.38
$1,600.38
Hannelore Wallace
09/13/2000
187887 -69
09/27/2002
$10,000.00
$2.60
$10,002.60
Hannelore Wallace
09/27/2002
MEn. .. E. RS 1 ST FEDERAL CREDIT UNION
4J~ c:lltjr/., ..
Denise A. Wolfe r-
Insurance Services Supervisor
October 29, 2007
217
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wri~ht, Anna M.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2007-0050
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
ITEM INCLUOE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Members First No. 111448.46 - See Schedule F item 6 10,003 50.00% 3,000 2,002
(Transferee is Hannelore (Lori) Wallace - Sister) 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 7 Recaoitulation) $ 2002
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Wriqht, Anna M.
ITEM
NUMBER
A.
1.
2.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home
Hoffman-Roth Funeral Home - Transportation of Ashes
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Gerald W. Wriqht
Street Address 42 T eaberry Drive
City Carlisle
State P A
Year(s) Commission Paid:
2008
Attomey Fees
(Frey & Tiley)
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
(Frey & Tiley)
Tax Return Preparer's Fees
(Frey & Tiley)
Register of Wills -Short Certificates
Advertising - Cumberland Law Journal
Advertising - The Sentinel
Filing Fee - Inheritance Tax Return
FILE NUMBER
21-2007-0050
Zip 17015
Zip
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
1,576
50
8,581
9,331
298
o
o
12
75
137
15
20,075
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WriQht, Anna M. 21-2007-0050
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
VALUE AT DATE
OF DEATH
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ITEM
NUMBER
DESCRIPTION
1.
See Schedule 1-1, Attached
26,447
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
26,447
ESTATE OF:
ANNA MARIE WRIGHT
FILE NUMBER:
21-2007 -0050
SCHEDULE 1-1
DEBTS OF DECEDENT
Date
2007
26-J an
PP&L - Electric Service
148.03
26-Jan
Home Shopping Network
193.08
26-Jan
WFNNB - Chadwicks
24.98
26-J an
Bedford Fair Apparel
14.94
26-Jan
Gerald W. Wright - Reimburse for Memoral Service
Flowers - $291.50
Father Mahalic - $100.00
Gloria Wagner - $125.00
Mary Beamer - $50.00
566.50
26-Jan Gerald W. Wright - Reimburse for repairs to automobile window 387.85
26-J an Gerald W. Wright - Reimburse for inspection and shocks for auto 177.41
26-Jan USAA - Automobile Insurance premium 61.58
5-Feb AT&T 18.89
26-Feb AT&T 11.01
26-Feb Embarq 19.07
26- Feb PP&L - Electric Service 148.03
19-Mar Refund - Comcast (6.58)
19-Mar Home Shopping Network 97.40
19-Mar Gerald W. Wright - Reimburse for Auto Insurance 61.58
19-Mar North Middleton Authority 112.48
Page 1
ESTATE OF:
ANNA MARIE WRIGHT
FILE NUMBER:
21-2007 -0050
SCHEDULE 1-1
DEBTS OF DECEDENT
Date
2007
4-Apr PP&L - Electric Service 148.03
4-Apr York Waste Disposal, Inc. 41.67
4-Apr USAA - Auto Insurance 61.58
23-Apr Robin K. Sollenberger - Tax Collector 532.25
2007 County and Township Real Estate Tax
7-May PP&L - Electric Service 147.00
7-May USAA - Auto Insurance 61.59
7-May Gerald W. Wright - Reimburse for Appraisal 325.00
26-Jun Refund - Home Shopping Network (2.56)
25-Jun PP&L - Electric Service 121.00
25-Jun Gerald W. Wright - Miscellaneous Reimbursements 510.26
T&T Construction - Repairs to house - $48.71
T&T Construction - Repairs to house - $156.88
T&T Construction - Repairs to house - $96.78
PP&L - Electric Service - $147.00
North Middleton Authority - Water & Sewer - 47.32
Keys - 4.80
Wal-Mart - Door Knob - $8.77
7-Aug Gerald W. Wright - Miscellaneous Reimbursements 244.04
North Middleton Authority - Water & Sewer - $79.90
York Waste Disposal- $41.67
Key for Painter - $1.60
PP&L - Electric Service - $120.87
7-Aug Robin K. Sollenberger - Tax Collector 1,783.58
Page 2
ESTATE OF:
ANNA MARIE WRIGHT
SCHEDULE 1-1
DEBTS OF DECEDENT
FILE NUMBER:
21-2007 -0050
Date
2007
20-Aug
20-Aug
24-Sep
24-Sep
19-0ct
23-0ct
31-0ct
31-0ct
2007\08 School Real Estate Tax
Gerald W. Wright - Reimburse for amounts paid for
stripping wall paper and painting
Gerald W. Wright - Reimburse for:
Garage Door opener - $24.95
Patio Door Handle - $8.36
NC Filter - $8.44
Gerald W. Wright - Reimburse forPP&L electric service bill
North Middleton Authority
Expenses on Sale of Real Estate situate at 2132 Circle Road:
Real Estate Broker's Commission
Real Estate Broker's Administrative Fee
Notary Public Fee
Tax Certification fee to Secured Land Tranfers
Transfer Tax
Home Warranty to American Home Shield
Final SewerlWater bill to North Middleton Authority
Real Estate Tax Pro-Ration
Seller contribution to purchaser's closing costs
Gerald W. Wright - Reimburse for:
PP&L - Electric Service - $50.32
Keys - $3.20
Refund - PP&L Electric
Refund - USAA Homeowners Ins.
TOTAL SCHEDULE 1-1:
Page 3
4,986.00
41.75
120.54
79.90
10,584.00
165.00
10.00
10.00
1,800.00
485.00
79.90
(1,382.79)
3,600.00
53.52
(150.80)
(44.98)
26,446.73
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Wriaht Anna M. 21-2007-0050
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)]
a Gerald W. Wright,42 Teaberry Drive, Carlisle, PA 17015 None $10,000 Specific Bequest
b Gerald W. Wright,42 Teaberry Drive, Carlisle, PA 17015 None $14,214 of Joint Accts
c Hannelore Wallace, 1016 Jonquil Drive, Jeffersonville, IN 47130 Sister 100% Residuary &
Remaining Joint Accounts
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
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
(If more space is needed, insert additional sheets of the same size)
MILITARY TESTAMENTARY PREAMBLE: This is a MILITARY TESTAMENTARY INSTRUMENT
prepared pursuant to Title 10 United States Code, Section 1044d, and executed by a person authorized to receive
legal assistance from the military services. Federal law exempts this document from any requirement of form,
formality, or recording that is prescribed for testamentary instruments under the laws of a State, the District of
Columbia, or a territory, commonwealth or possession of the United States. Federal law specifies that this document
shall be given the same legal effect as a testamentary instrument prepared and executed in accordance with the laws
of the jurisdiction in which it is presented for probate. It shall remain valid unless and until the Testatrix revokes it.
LAST WILL AND TESTAMENT
OF
ANNA M. WRIGHT
I, Anna M. Wright, a resident of the Commonwealth of Pennsylvania, make, publish and declare
this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. I am a
dependent of a person who is retired from the military service of the United States.
FIRST: I direct that the expenses of my last illness and funeral, the expenses of the
administration of my estate, and all estate, inheritance and similar taxes payable with respect to property included in
my estate, whether or not passing under this will, and any interest or penalties thereon, shall be paid out of my
residuary estate, without apportionment and with no right of reimbursement from any recipient of any such property.
SECOND: It is my desire that, upon my death, my body be cremated.
THIRD: I give all tangible personal property owned by me at the time of my death, including
without limitation personal effects, clothing, jewelry, furniture, furnishings, household goods, automobiles and other
vehicles, together with all insurance policies relating thereto, to Lori Wallace, if Lori Wallace survives me.
FOURTH: I give the sum of Ten Thousand Dollars ($10,000.00) to Gerald W. Wright, if he
survives me.
FIFTH: I give all the rest, residue and remainder of my property and estate, both real and
personal, of whatever kind and wherever located, that I own or to which I shall be in any manner entitled at the time
of my death (collectively referred to as my "residuary estate"), as follows:
(a) If Lori Wallace survives me, to Lori Wallace.
(b) If Lori Wallace does not survive me, my residuary estate shall be paid and distributed to
Gerald W. Wright ifhe shall survive me.
(c) Ifnone of the beneficiaries described in clauses (a) and (b) above shall survive me, then I give
my residuary estate to those who would take from me as if I were then to die without a will,
unmarried and the absolute owner of my residuary estate, and a resident of the Commonwealth of
Pennsylvania.
SIXm: If any property of my estate vests in absolute ownership in a minor or incompetent, my
Executor, at any time and without court authorization, may: distribute the whole or any part of such property to the
beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or
distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a
custodian for the beneficiary under any gifts to minors or transfers to minors act, or to the person or persons with
whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed by the person to
()./JvlJ. a
/1/Lt
! nIl
11 I ~ i ,I
vI) tll f(- r-
]
whom the distribution is made shall be a full discharge of my Executor from any liability with respect thereto, even
though my Executor may be such person. If such beneficiary is a minor, my Executor may defer the distribution of
the whole or any part of such property until the beneficiary attains the age of eighteen (18) years, and may hold the
same as a separate fund for the beneficiary with all of the powers described in Article EIGHTH hereof. If the
beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary.
SEVENTH: I appoint Gerald W. Wright to be my Executor. If Gerald W. Wright shall fail to
qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my
Executor, I appoint Lori Wallace as my Executor. I direct that no Executor shall be required to file or furnish any
bond, surety or other security in any jurisdiction.
EIGHTH: I grant to my Executor all powers conferred on executors under the Pennsylvania
Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon
executors wherever my Executor may act I also grant to my Executor power to retain, sell at public or private sale,
exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for
cash or on credit; to borrow money and encumber or pledge any property to secure loans; to divide and distribute
property in cash or in kind; to exercise all powers of an absolute owner of property; to compromise and release
claims with or without consideration; and to employ attorneys, accountants and other persons for services or advice.
The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office
from time to time.
NINTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me
unless such beneficiary survives me by more than thirty days.
IN WITNESS WHEREOI!, JtAnna ~Yi~ my name and publisb and declare this
instrument as my last will and testament this ~ day of . 2004.
rJJ.jJ)Q rltfJ, WfI 'o/-~
Anna M. Wright U
The foregoing instrument was signed, published and declared by Anna M. Wright, the above-
named Testatrix, to be her last will and testament in our presence, all being present at the same time, and we, at her
request and in her presence and in the presence of each other, have subscribed our names as witnesses on the date
above written.
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having an address at
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2
MILITARY TESTAMENTARY INSTRUMENT SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND, ss.
We, the Testatrix and the witnesses, whose names are signed to the attached or foregoing
instrument, being fIrst duly sworn, do hereby declare to the undersigned authority that in the presence of the military
legal counsel and the witnesses the Testatrix, Anna M. Wright, signed and executed the instrument as her military
testamentary instrument, that she had signed willingly, and that she executed it as her free and voluntary act and
deed for the purposes therein expressed. It is further declared that each of the witnesses, at the request of the
Testatrix, in the presence and hearing of the Testatrix, the military legal assistance counsel and each other, signed
the military testamentary instrument as witness, and that to the best of his or her knowledge the Testatrix was at the
time at least eighteen years of age or emancipated, of sound mind, and under no constraint, duress, fraud or undue
influence.
(JtUU(j !YV~. ~tJ. f
Anna M. Wright
Testatrix
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prmt: """'-o",^-~ ~ G.. l< ~ V\.-L
Witness
prm~~e-tL ~c
Witness
Subscribed, sworn to and acknowledged before me by jpe said ~a Mlright, Testatrix, and
subscribed and sworn to before me by the above-named witnesses, this day o~ ~' . , 2004.
Notarial Seal
Betty S. Kistler, Notary Public
Carlisle Borc, Cumberland Comty
My Commission Expires May 14, 2005
Member, FennsylvaniaAssociati:.'l'l ofNol7i"s