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Home My WebLink About02-11-08 (2) REV .1500 EX + (6.00) W I- ,,~Ul U~" Wo..U ",00 U~...l 0..00 0.. c( :J~.1~' OFF1Ci~,L USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 2007 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 0507 NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 1712&-0601 I- Z W Cl W U w Cl I DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) RHOADS, VERA P. I DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) ~ 05/09/2007 06/11/1925 196-14-2684 I I I o 3. Remainder Return (date of death prior to 12-13-82) o THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 6. Decedent Died Testate (Attach copy of Will) g. Litigation Proceeds Received o 2. Supplemental Return o o o 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 8. Total Number of Safe Deposit Boxes o 11 . Election to tax under Sec. 9113(A) (Attach Sch 0) 5. Federal Estate Tax Return Required COMPLETE MAILING ADDRESS 3901 Market Street Camp Hill, PA 17011-4227 (1 ) 144,110.00 (2) None (3) None (4) None (5) 13,488.86 (6) 3,317.91 (7) None OFFtCLA,L USE ONLY I I I , I 1 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) III'VI 10ol 1. Original Return '10 4. Limited Estate I~ o I- Z W Cl Z o 0.. NAME I Lisa Marie Coyne FIRM NAME (If applicable) I Coyne & Coyne, P.c. ~ELEPHONE NUMBER I 717/737-0464 I I 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) ( --'j i I , 'J 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ;:: :5 ::l l- ii: c( U w a: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (8) <-160,916.77 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) (9) (10) 17,636.06 5,411.81 (11 ) 23,047.87 137,868.90 (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 137,868.90 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 5,754.10 1,200.00 6,954.10 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 127,868.90 x .045 (16) 0 16. Amount of Line 14 taxable at lineal rate ;:: c( I- ::l 10,000.00 (17) 0.. 17. Amount of Line 14 taxable at sibling rate x .12 :; 0 U >< 18. Amount of Line 14 taxable at collateral rate (18) c( x .15 I- 19. Tax Due (19) Copyright 2000 form software only The Lackner. Group, Inc. Form REV-1500 EX (Rev. 6-00) ) Decedent's Complete Address: STREET ADDRESS 1043 Dogwood Lane CITY I STATE PA I ZIP 17025 Enola Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 2,200.00 52.63 Total Credits (A + B + C) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty 6,954.10 2,252.63 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBAlANCE DUE. (3) 0.00 (4) (5) 4,701.47 (5A) (5B) 4,701.47 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 a. reta~n the ~se or inco~e of the property transferred;............................:...:............................................ B b. retain the nght to designate who shall use the property transferred or ItS Income;................................ c. retain a reversionary interest; or............................................................................................................ 0 d. receive the promise for life of either payments, benefits or care?........................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .... ... ........... .... ...... ............ ............. ......... ....... '" ............. ......... ..... .............. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?......... ....... ...... ...... ..n............................... .............. ...... ........................ ..... 0 No ; ~ ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties Df perjury. I declare that I have examined this return. including accompanying schedules and statements. and tD the best Df my knDwledge and belief, it is true, cDrrect and complete. DeclaratiDn preparer other than the persDnal representative is based Dn all infDrmatiDn Df which preparer has any knowledge. SIGNATURE OF PERSON . SPONSIBLE FOR FILING RETURN ADDRESS n y Silk P.O. Box 367 Sumrnerdale, P A 17093 ADDRESS DATE 2- - 7-l.')i DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Lisa Marie Coyne ADDRESS DATE 3901 Market Street Camp Hill, PA 17011-4227 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. !'l9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P .S. !'l9116 (a) (1.1) (ii)]. The statutedoes 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 0% [72 P .S. !'l9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. !'l9116 1.2) [72 P.S. !'l9116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. !'l9116 (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. -::x ~ Z" .,' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RHOADS, VERA P. FILE NUMBER I 21 - 2007 - 0507 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 excnanged 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 -------- - ,- -._--- ----------..--- 144,110.00 1043 Dogwood Lane, East Pennsboro, Cumberland County, PA-- Per Assessment TOTAL (Also enter on Line 1, Recapitulation) 144,110.00 TaxDB Result Details Detailed Results for Parcel 09-13-0998-091. in the 2004 Tax Assessment Database DistrictN 0 09 Parcel ID 09-13-0998-091. MapSuffix HouseNo 1043 Direction Street DOGWOOD LANE Owner! RHOADS, VERA P C/O Prop Type R PropDesc Liv Area 1886 CurLandVal 31700 CurImpVal 112410 CurTotVal 144110 CurPreiVal Acreage .23 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo 12 SaleDa 26 SaleCe 20 Sale Y r 06 DeedBkPage 00278-00574 YearBlt 1989 HF File Date 10/2512004 HF _Approval_Status R http://taxdb .ccpa.net/ details. asp ?id=09-13 -0998-091. &dbselect= 1 Page 1 of 1 2/712008 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY I __ _ _ ___ ~_ __I _ _ __ __ ___ - --- ---..- --.--- ----- ----_. -.- "---".---- ---.- ------- I FILE NUMBER I 21 - 2007 - 0507 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT - --- --- -..... --~- ESTATE OF RHOADS, VERA P. 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 DESCRIPTION VALUE AT DATE OF DEATH 11,983.00 Misc. Personal Property Per Attached Inventory and Appraisal 2 Sovereign Bank 1,505.86 TOTAL (Also enter on Line 5, Recapitulation) 13,488.86 Sovereign Bank ,) /l , U ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Vera P. Rhoads 196-14-2684 May 9,2007 -- -- -, Account #: 0924301302 Type: In the name of: Vera P. Rhoads Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: Closed 6/18/07 Savings Open date: 9/25/2006 $1,505.86 4/22/2007 $0.42 $4.80 Account #: 0924300536 Type: In the name of: Vera P. Rhoads Date of Death Balance: Closed prior Int.(YTD) from to Accrued interest to date of death: Other Info: Closed 7/10/06 Savings Open date: 9/9/2005 n/a n/a Account #: 0924033319 Type: Savings In the name of: Vera P. Rhoads or Jean P. Hepford Date of Death Balance: Closed prior Int.(YTD) from to Accrued interest to date of death: n/a Other Info: Closed 7/6/05 Open date: 3/22/2002 n/a Page 1 of 1 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET. CAMP HILL, PA 17011 717-737-0734 Appraisal for the Estate of Vera Rhoads 1043 Dogwood Lane, Enola, PA LIVING ROOM 2-Door cabinet Panasonic stereo system RCA ColorTrak TV Sanyo VCR/DVD player Misc. record albums Entertainment center Basket Sleeper sofa Pair of drop leaf end tables Pair of crystal table lamps Occasional chair Remote telephone Recliner Love seat Marble top stand Sea shell lamp Misc. pictures Ansonia shelf clock Pair of prism lamps Misc. figurines Misc. contents of living room DINING ROOM Gate leg table & 4 chairs Temple Stuart step back hutch Victorian side chair - cane seat - repaired Artificial flowers High chair June 18, 2007 7.00 45.00 30.00 20.00 5.00 10.00 2.00 5.00 20.00 5.00 15.00 5.00 10.00 15.00 65.00 2.00 5.00 195.00 20.00 20.00 10.00 125.00 120.00 3.00 2.00 5.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-737-0734 Rhoads appraisal Page 2 of 5 DINING ROOM - CONTINUED Wooden TV tray Slant front desk 2 Pink Depression plates 3-Piece blue & white ironstone set(sugar, plate & 17" chipped platter) Misc. glassware in hutch Green Depression cake plate Austrian pitcher Misc. pitchers KITCHEN Cuisinart broiler Ntr.Coffeecoffeemaker Electric can opener Kenmore microwave Misc. everyday dishes Large spongeware bowl Utensils Cookware Toaster Trash can GE side by side refrigerator Misc. contents of kitchen HALL Eureka upright vacuum cleaner Framed service discharge Linens 2.00 95.00 25.00 85.00 35.00 12.00 35.00 5.00 10.00 2.00 2.00 10.00 10.00 125.00 3.00 3.00 1.00 1.00 60.00 10.00 10.00 15.00 5.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 liNCOLN STREET. CAMP HILL, PA 17011 717-737-0734 Rhoads appraisal Page 3 of 5 BATH Hamper Trash can MIDDLE BEDROOM Single bed Ironing board Plastic container Blankets Sewing machine - stand Chandelier Linens FRONT - END BEDROOM Lamp/stand Dresser & single bed Child's rocking chair - repaired 3-Drawer stand Electric heater Rocking chair Small stereo Small Shark vacuum cleaner Plastic stool Linens Misc. knick-knacks 1.00 1.00 20.00 1.00 3.00 2.00 15.00 5.00 5.00 3.00 85.00 40.00 35.00 3.00 20.00 5.00 8.00 1.00 5.00 2.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET. CAMP HILL, PA 17011 717-737-0734 Rhoads appraisal Page 4 of 5 REAR BEDROOM RCA TV TV stand Sharp VCR Misc. VCR tapes 3-Drawer Cedar chest Oak double bed & chest of drawers Oak end table/magazine holder with lamp Remote telephone Occasional chair White floor lamp Alarm clock Panasonic CD player TV tray Mghan Misc. record albums LOWER LEVEL - SOUTH ROOM Pro Form JSsi treadmill Gulbransen organ 2 Electronic keyboards Trunk Misc. books 3-Drawer file cabinet Computer - old Organ lamp Wardrobe LAUNDRY Whirlpool washer Whirlpool dryer - old 20.00 1.00 5.00 3.00 25.00 125.00 15.00 5.00 10.00 8.00 2.00 25.00 2.00 1.00 5.00 50.00 1.00 10.00 25.00 5.00 10.00 25.00 3.00 10.00 75.00 25.00 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1910 2009 LINCOLN STREET · CAMP HIll, PA 17011 717-737-0734 Rhoads appraisal Page 5 of 5 GARAGE Cookware Walker Luggage Misc. containers Misc. garden tools 5.00 1.00 2.00 5.00 10.00 2005 Dodge Neon SXT, 4 door, automatic, red w/black, 15,000 miles, very good condition 10,000.00 JEWELRY Seiko Quartz lady's wristwatch Waltham 17J lady's wristwatch Weddings bands Misc. rings Misc. costume jewelry 20.00 10.00 40.00 75.00 10.00 PATIO Swing - broken Yard chair 25.00 2.00 APPRAISAL TOTAL $ 11,983.00 This Fair Market Value appraisal is true and correct to the best of my ability as an auctioneer and appraiser with 35 years experience. Member: Certified Appraisers Guild of America CLAUDE C. WOLFE & ASSOCIATES ~).V- 0~~~ c.k~ ...~" '~, ~ W. K. Dusty Chapman, CAGA SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RHOADS, VERA P. i FILE NUMBER 21 - 2007 - 0507 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 A Nancy Silk ADDRESS RELATIONSHIP TO DECEDENT 209 4th Street Summerdale, P A Daughter JOINTLY OWNED PROPERTY: ITEM LETTER, NUMBER FOR JOINT TENANT DATE MADE JOINT - -- DESCRIPTION OF PROPERTY "ll OF Incl~d~ name of ~inancial institution and bank .a?count number 1 DATE OF DEATH . DECO'S i DA0~~~~6~ TH ,Or similar IdentifYing number. Attach deed for JOintly-held real I VALUE OF ASSET 'INTEREST DECEDENT'S INTEREST estate. \ I I -1-- --I __-l- 6,635.821 50%1 I 3,317.91 A 07/19/1993 M&TBank Checking Acct. No. 10437177 TOTAL (Also enter on line 6, Recapitulation) 3,317.91 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RHOADS, VERA P. SCHEDULE H FUNERAL EXPENSES & .4DIVIINlS1RAllVE COSTS -- --- --- --- -- - - ------ -- --~- -- ---- : FILE NUMBER I 21 - 2007 - 0507 ---- --"---" -- - ..._-,- --'----- ----,--' - --',.-..- - --'-' -'-' ---- Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: Richardson Funderal Home, Enola, PA 1. 2. Reception 3. Flowers 4. Honorarium B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions DESCRIPTION AMOUNT Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s} Commission paid State Zip 2. Attorney's Fees Coyne & Coyne, P.c. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Register of Wills 5. Accountant's Fees 6. I Tax Return Preparer's Fees 7. 1 Other Administrative Costs Postage 2 Filing Fee-- Inheritance Tax Return Total of Continuation Schedule(s} TOTAL (Also enter on line 9, Recapitulation) 2,475.00 500.00 200.00 100.00 9,000.00 325.00 41.00 15.00 4,980.06 17,636.06 COMMONWEALTH OF PENNSYL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RHOADS, VERA P. 3 Rey Woof Appraiser 4 Legal Advertisement-- Patriot News Legal Advertisement-- Cumberland Law Journal 5 6 Debbie Lupold-- Tax Collector 7 Reserves 8 Clyde Wolfe & Associates 9 Estate Checks 10 Mileage for Executrix @ $.458/mile 11 Income Tax Returns Schedule H Funeral Expenses & Actninistrative Cos1s continued FILE NUMBER 21 - 2007 - 0507 Page 2 of Schedule H 300.00 121.02 75.00 1,730.04 2,000.00 250.00 25.00 229.00 250.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RHOADS, VERA P. Include unreimbursed medical expenses. ITEM NUMBER 1 Uncleared Checks 2 Social Security Recoupment 3 West Shore Ambulance 4 PP&L 5 PAWC 6 Verizon 7 T. Mobile 8 Comcast 9 Erie Insurance 10 AT&T 11 Steve Eshelman-- Lawn Care 12 Sewer and Trash SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS DESCRIPTION FILE NUMBER 21 - 2007 - 0507 ,0, ~l \~\S() en\et on Une '\(), Recap\tu\at\on) AMOUNT 1,164.58 1,068.00 754.45 964.35 257.97 22.57 30.37 49.60 504.00 57.32 308.60 230.00 5A1L81 REV.1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RHOADS, VERA P. I FILE NUMBER 21 - 2007 - 0507 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY --I -- ~-- --- \ RELATIONSHIP TO I DECEDENT 1- - - D~llol LisITIustee(s} AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Jean Hepford 437 Mexico Road Milton, PA 17847-7839 Sister Motor Vehicle 2 Nancy E. Silk 209 Fourth Street Summerdale, P A 17093 Daughter House and 1/3 of Residual 3 Daniel Rhoads 12250 Titus Avenue Saratoga, CA 95070-3457 I Son 1/3 of Residual See Continuation Schedule(s) attached , Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she~t I 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 ESTATE OF NUMBER I. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT - - RHOADS, VERA P. SCHEDULE J BENEFICIARIES continued NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 4 TAXABLE DISTRIBUTIONS Jean Wentzel Box 1930 Livingston, MT 59047 [in-elude outright sp-ousal distributiOns,-and transfers under'- Sec. 9116(a)(12)] FILE NUMBER 21 - 2007 - 0507 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE __ [)~NotListTrlls~ee(s) _ OF ESTATE I Daughter 1/3 of Residual Page 2 of Schedule J ~ ;~ REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2007-00507 PA No. 21-07-0507 Es ta te Of: VERA P RHOADS (First Middle, Last) Late Of: EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No: 196-14-2684 WHEREAS, on the 23rd day of April 13th 2005 to probate as the last will and May 2007 instruments dated: March 11th 2007 were admi tted codicil of VERA P RHOADS (First Middle, Last) la te of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 9th day of May 2007 and, WHEREAS, a true copy of the will &codicil as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH / Register of Wills in and for CUMBERLAND County, in the Commonwealth of pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: NANCY E SILK who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 23rd day of May 2007. ?' ~,QAf Deputy * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) /' ~ \ Q i\' '~ \ rZL ~, \:", Q ~ ~ ,.... 0 '" >-.-: H ~ \ ~ ~~ ~ 0--. ~:;- '0' \ '.J' ......, \ >- LAST \i\TILL i\ND TEST AMJENT OF VERA P. RHOADS I, VER.~ P. RHOADS of the Township of East Pemlsboro, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me. ITEM 1: Upon my demise, I direct that my body be cremated with the service arraigned by Richardson Funeral Home, Inc. of Enol a, P A and my ashes be buried in the lot Ivith my late husband, - William Rlloads at S!. John Cemetery, Trindle Road, Mechanicsburg, Pennsylvania. ITEM 2: Upon my demise, I direct that no viewingbe held. ITEM 3: I direct that all my just debts and funeral expenses be paid as soon as practical after my death. ITEM 4: I direct that all" taxes and interest and penalties thereon that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my Estate. ITEM 5: I give, devise and bequeath all the rest, residue and remainder of my estate of every nature and wheresoever situate, together with insurance thereon in equal shares to my children, .~ namely, DMlEL RHOA.DS of Saratoga, California, LORRAJJ\TE WAG1\1ER of Enola, Pennsylvania, JEAN A. WENTZEL of Montana and NANCY SILK of Summerda1e, Pennsylvania, or their respective issue per stirpes. ITEM 6: Until distributed, no gift or beneficial interest shall be subject to anticipation or voluntary or involuntary alienation. 1 I /' ' II ITEM 7: I appointmy daughter, KA....N"CY SILK, of 209 Fourth Street, Summerdale, PA 17093, Executrix of this my Last Will. Should my daughter, NANCY SILK fail to qualify or cease to act for any reason as my Executrix, I appoint my grandson, WILLIAM p, SILK, of 209 Fourth Street, Summerdale, PAl 7093, alternate Executor of this my Last Will ITEM 8: I direct that my personal representative or her successor shall not be required to give bond fOT the faithful performance of their duties in any jurisdiction, IN WlTNESS WHEREOF, I have hereunto . '; ;j Testament, this U day of {;{Lp/1/:-J!-- {/' set my' hand and seal to this, my Last Will and ,2005. . ~" -~" ~ // ,/'7 /7/- VERA P. RHOADS J1 X ,v L-;' (/ [ --./, Ii J" '. _ 1~ -: /'if /,; .0 ')/ ,.r,:;:?.,.:--.:~ '(.-7. Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, . have hereunto subscribed our names as attesting witnesses. Ii r ~ W. L ( 5 ,b ....J V.,1.. q. tUe.-~ / cS?-ur, ~.,4 17Cts;r - ( ,~ ) I. 7'-f-..' 1(7 f"' fJ q / F ( '1LM..'<.& J-t.".;A::;.' N/_U,A:l...,4"./;fi' ,/t / 7 191 '/ =--r . {/ residing at residing at 2 \\ COMMONVVEAL TH OF PE"N"'NSYL VANIA) ) ss: COUNTY OF ClJMBERLA....l\ID ) We, VERA A !k;l\t',L jut Do ,<- rl\,t,0 P. RHOADS, I 1\4' ft 1.-1 S 1- ' 't,q ~{e lfi '1",.L..r and , the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last ,Vill and that she had signed Viillingly, and that she executed it as her free and voluntary act for the purpose therein , expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that'to the best of his or her lmow1edge, the Testatrix was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. '~ ,,(7 //) II ,j -../ rC/ ~ , ''':/'' P _ .I/'/ /1 o-:;?C->cJ~.-/ r ) ~7L. c; , Titn ss , /" I) --\ ,-, ( ,~--...L lv, L V~ Witness Subscribed, sworn and aclmow1edged before me IA/'! /-1 C r1 (/,~L- b \/ERA P ( . ! ' " y ", . before me by.. the Testatrix, ~ '1 i'\~ I :4 ;7/(: ( and subscribed and to sworn RHO/illS, I IJAI L{ 504 r I:>,.,Z-{.e.. !..Ji., 6 (i'Z. (IrU''-' f\, , t.-f 1'1 '1--<-- the \vitnesses, this and I.~ .f,.J 1) 1~ ,2005. day of r COMM6HwfAllll Of POOtSYlYMIA NOTARIAL SEAl HEKRT F. COOtE, IttJfMl'f PUBUt IlAMPDEJl1WP., CUMBERWW.COtlf(Tf MY COMMISSION EXPIRES JUNE 11 ~08I ..., :J \ ,/ _/\_- ",/' ;' ..-" I //:,,i p?:i-;:0,->>icv~,--.) v Ji ":/.-....../ ..,~~_., f / 1 ,e::..- /-"'"J (-, V"- ,,-,/ I ./ ; ~-zr " /..--J----;:::;::r '/ J / rj ~:~~-e--2>> ,,// /),~. j t~~-'/I/ (V~~//U1' --- i ./'1 (J /~ L__.,_,--!t~/ ..,.,';;- <'-' !,_"r /~~ [.:_ __r'j';:-'CC:' <~--..i<-- ~~- .I t::/ '-}7 ./ ~ t/-v-.2--""--~f' ? // (,/ rt 7//:::: ,/ , \, .. . -1':'-''''-::: /1 / , /) '7 //"-: ./.. ~ , ./' /'--- _.........v~ ~ I" /0 CC :<' "7 .:j ~ ...:.--- ; c,~.,., ~)~r-~7- /) ;J (/ . r: /'i '., .1:: /~ /.~...~ ./ -~',--- 42.-<:l/L-~-""f-- t./ , //TL...,C' c /j"..-t. ''--=- -J.~ / t~. /1 . / // ~} ::i-- ) ~/ L/;,," ).(../;,,-/). '~k-<:::'V:7'L-, J _e,'-'(d"- /-z; ,/----;:" '.t / ( ----::, A2 ~~ "'_.-t:/ '::=.::<:.c,C/-..?- L-.~, / /' \"..,j- . ,. c._/'\ C,,-.,i/.,.-A.JC"D.,;'y_?_-'- ';C; I / ). ;;i/-;0y//-v IN RE: ESTATE OF VERA P. RHOADS, Deceased, IN THE COURT OF COMMON PLEAS OF CL1\mERLAND COD'NTY, PE~'NSYL V ~~M ORPHA.~'PS COURT DIVISION Estate No. No. 21-07-0507 DISCLAIMER OF INTEREST IN ESTATE KNOW ALL MENAND WOMEN BY THESE PRESENTS: THAT WHEREAS, the Decedent, VERA P. RHOADS, died, testate, on May 9, 2007; WHEREAS, the Decedent's Last Will, dated April 13, 2005 and Codicil, dated March 11,2007 were accepted to probate with the Register of Wills of Cumberland County on May 23,2007; vVHEREAS, -Letters Testamentary were issl}-ed to Nancy E. Silk as Executrix on May 23, 2007; WHEREAS, LORRAINE WAGNER is a ~arh~(d'be~eficiary under the Last Will and Cbdicil of the decedent and as such is entitled to the decedent's se"Wing. machine. and under the Last Will, LORRA1NE W AGN"ER is a residual heir entitled to one-fourth share of the residual estate following deductions for expenses and inheritance tax; WHEREAS, LORRAINE W AGN"ER, having been advised of their entitlement to a sewing machine and one-fourth share pf the residual estate, desires, nevertheless, to waive and disclaim her said inheritance from the decedent; and NOW THEREFORE, LORRAINE WAGNER does hereby voluntarily and knowingly waive, disclaim and renounce any share or entitlement of the decedent's estate to which they may be due per the Last Will and Codicil probated in this matter as well as any intestate succession of this Estate, if applicable, whether the applicable probate property is located in the Commonwealth of Pennsylvania or elsewhere. FURTHER, it is hereby agreed that this Disclaimer of Estate Interest may be filed with the Clerk of the Orpl1~P.~'-5=2.llrtuPt\jsi9P: ofthe<:::g111.1.9:f_<;::_omm~m Pleas J~f 9~1:2~rl~I?-d<:::()~ty, Pe~.sYJy~_ia, pursuant to the Pennsylvania Estate and Fiduciary Code, Section 6203 (20 Pa. C.S.A. Section 6203, as amended) . 7"""-----~_ -",,---~ P,'.A ~.. ~ ~bSSWHEREOF, the undersigned have signed this document this m day of Ulli /\ )'eel ,2007, intending to be legally bound thereto. "~;';;"i~~ Witness ,/-) - A. I '/- " CLJ {, U~~R' ~- COMMOl\1\VEAL TH OF PENNSYb VANIA (' I ,~ J .. f : 55 COUNTY OF /{ /tY~([W}CJ On this, the 'i t~ day of &-6 fc::e.J , 2007 before me, a Notary Public, personally appeared LORRAINE WAGNER, known to me or satisfactorily proven to be the person whose name is subscribed to the within deed and acknowledged that he executed the same for the purposes therein contained. N WITNESS, my hand and notary seal the day and yj SLn.L COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL SUZANNE M. DEDERtR, Notary ~ubllc Camp Hill Bora, Cumberland County My Commission Expi~~~.Au8. 20, 2009 2 COYNE & COYNE A PROFESSIONAL CORPORA nON ATTORNEYS AT LAW Remy F. Coyne Lisa Marie Coyne 3901 Market Street Camp Rill, Pennsylvania 17011-4227 717 -73 7 -0464 Fax: 717-737-5161 February 7, 2008 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PAl 70 13 Re: Estate of Vera P. Rhoads, Deceased No. 21-07-0507 Dear Madam: Enclosed please find an original and two (2) copies of the Inheritance Tax Return for the above- referenced check. Kindly docket the original Return and return to me a "clocked-in" copy with the enclosed stamped envelope. Also enclosed are checks no. 1387 in the amount of $4,701.47 (which represents the inheritance tax due per the enclosed Return) and check no. 1388 in the amount of$15.00 (which represents the filing fee for this Return). Kindly issue appropriate receipts for payments enclosed. Thank you for your assistance. If you have any questions, please contact me. Very truly yours, COYNE & COYNE, P.C. ,~.:)!~t: ~a~:c:~e 7 LMC/cmc Enclosure ,~~~' cc: Ms. Nancy E. Silk, Executrix . ,'-; r'-..';.