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HomeMy WebLinkAbout12-08-08T' J 1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue coumy cone veer Plie Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.zeosot 21 0 8 0 3 4 3 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 03 08 2008 08 22 1926 Decedent's Last Name Suffix Decedent's First Name MI REATH DORIS p7 (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW 1. Original Retum ~~ 4. Limited Estate X [. De~~ Dapy otTUYlp to MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) qa. Future Interest Compromise I ~ 5. Federal Estate Tax Return Required (tlate of tleath after 12-12-82) ]. Decetlent Meinteinetl a Living Trust O a. Total Number of Safe De osit Boxes (Attach Capy of Tmap P 9. Litigation Proceeds Received J 1 D~ peiweenP2Vai y9i eneit (a; isesof seem ~ ~ 11. Election to tax under Sec. 9113(A) 1 (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL 7AX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number HAMILTON C. DAVIS 717 532 5713 Firm Name (If Applicable) ZULLINGER-DAVIS, PC First line of address P.O. BOR 40 Second line of address City or Post Office State SHIPPENSBURG pA ZIP Code N REGISTER l}~WA.LS USE~ILY -~, ' ~ r*~ ~ ~ ~~n n ~ m I fJ ' 1 `J ~ .,x ~ _i _ DA~PE FILED N n :> i i r, `: . 17257-0040 correspondent's a-mail address: hamiltondavislaw@comcast.net under penalties o1 pequry, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is t//ru//e~y,//}{}cor~//re~/nct~~and complete. D//e~crl~EaTrer/~tion of preparer other than the personal representative is based on all information of w preparer has any knowledge SIGNA~LYY~N RE$PON51 XY O/ICING RETURN DATE /v'/JLI Y7/OA, ALLAN J. REATH /~ _„~i_~ f 167 CHAMBERLIN ROAD, Shippensbura. PA 1 swrv Or PREP ER OTHER THAN REPRESENTATIVE DATE „_ l~~ Hamilton C. Davis , , t ,,,r. P.O. BOX 40, Shippensburg, PA 17257-0040 Side 1 L 15056D7120 15056071211 J " V ~~ b ~~ ~ a~~ ~ ~~ 155607220 REV-1500 EX Decedent's Social Security Number oeceaa~rs Neme. DORIS W. REATH RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... ... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ .. 3. 4. Mortgages 8 Notes Receivable (Schedule D) ........................................................ .. 4. 5. Cash, Bank De osits & Miscellaneous Personal Pro e P p rty (Schedule E) .............. .. 5. 6 1 4 5 3 . 2 1 r 6. Jointly Owned Property (Schedule F) i_ 1 Separate Billing Requested ........... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~~ Separate Billing Requested ........... .. 7. 1 0 , 0 9 0 . 2 1 B. Total Gross Assets (total Lines 1-7) ..................................................................... .. 8. 7 1, 5 4 3. 4 2 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... .. 9. 1 3 , 2 5 6 . 8 4 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. .. 10. 4 , 9 5 9 . 6 7 11. Total Deductions (total Lines 9 R 10) .................................................................... .. 11. 1 8 , 2 16.51 12. Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 5 3 , 3 2 6.91 13. Charitable and Governmental Bequests/Sec 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. 5 3 , 3 2 6.91 - 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.z) x .o0 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 5 3, 3 2 6.91 16. 2, 3 9 9.71 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17~ 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .t5 0. 0 0 18. 0. 0 0 19. Tax Due .................................................................................................................... . 19. 2, 3 9 9. 7 1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 15056~722~ 1505607220 J REV-1500 EX Page 3 Flle Number 21-08-0343 Decedent's Complete Address: DECEDENT'S NAME DORIS W. REATH STREET ADDRESS 149 RUSTIC DRIVE ___ _ - _ __ CITY STATE - - ZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresVPenalty if applicable p, Interest E. Penalty 0.00 Total Credits (A + B + C) (1) 2,389.71 (2) 0.00 Total Interest/Penalty (D+ E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Llne 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the 7AX 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 (3) (4) - _. (5) 2,399.71 (5A) _. _ _ (5B> 2,399.71 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 :................................................................................_ ~ x; b. retain the right to designate who shall use the property transferred or its inwme :.................................... . '~x] c. retain a reversionary interest) or .................................................................................................................. ~-~ rx~ d. receive the promise for life of either payments, benefits or care? .............................................................. ~ [xl 2. If death occurred after December 12, 1982, did decedent transfer properly within one year of death without receiving adequate consideration? ....................................................................................................................... _. J 3. Did decedent own an "in trust for or payable upon death bank account or security at his or her death......... ~] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which wntains a beneficiary designation? ...................................................................................................................... ~~ , 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, thetaxrate 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, iha 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 exemot 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 al death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (O) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 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. Rsv-1688 EXi (8-BB) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Inclutle the prooeetla of litigation entl the tlate the protsetls were receivetl by the ealata. All propertyJolntly-ownetl wIM Me right of survlvonhip must be tlleelosetl on eehetlula F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 1997 DOUBLEWIDE MOBILE HOME ON RENTED LOT WITH AN ADDRESS OF 149 47,057.50 RUSTIC DRIVE, SHIPPENSBURG, PA 17257 - (SEE ATTACHED APPRAISAL). SOLD TO AN UNRELATED THIRD PARTY AT ARM'S LENGTH PRICE AND TERMS. SALE NECESSARY TO SETTLE ESTATE. 2 AFLAC REFUND 3 HIGHMARK BLUE SHIELD REFUND 4 HOMEOWNERS REFUND 5 IRS STIMULUS 6 MBaT CHECKING ACCOUNT NO. 98121960 7 M&T SAVINGS ACCOUNT NO. 97464694 8 NATIONWIDE INUSRANCE REFUND 9 1996 PONTIAC GRAND PRIX 10 PERSONAL PROPERTY AND PERSONAL EFFECTS 68.30 121.56 146.00 300.00 9.099.31 1.421.24 139.30 2.600.00 500.00 TOTAL (Also enter on Line 5, Recapitulation) I 61,453.21 ESTATE OF FILE NUMBER REATH, DORIS W. 21-08-0343 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rav~1618 EX~ IB-a8) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVAN W INHERITANCE TA% RETURN RESIDENT OELEOENi ESTATE OF FILE NUMBER REATH, DORIS W. 21-08-0343 This schetlule must be mmpletetl antl Blatl it Iha answer to any of questions 1 through 4 on the reveres sitle of the REV-0500 COVER SHEET is yes. ITEM NUMBER DESCRIP F P INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPV OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET w of DecD~s INTEREST ExcwsioN (IF APPLICABLE ) TAXABLE VALUE 1 HARTFORD LIFE INSURANCE COMPANY - (NON 10.090.21 10,090.21 IRA) ANNUITY CONTRACT N0.990939785 PAYABLE TO NAMED BENEFICIARY TOTAL (Also enter on Line 7, Recapitulation) ~ 10.090.21 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1161 EXi (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ~l1~~,~„!~Tl9~T,\Ir /~/~w~w ESTATE OF FILE NUMBER REATH, DORIS W. 21-08-0343 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER AMOUNT A. ~ FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions ALLAN J. REATH Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 167 CHAMBERLIN ROAD city Shippensburg state PA Zip 17257 Year(s) Commission paid 2. Attorney's Fees See continuation schedule(s) attached 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. I Probate Fees 5. I Accountant's Fees 6. ~ Tax Return Preparers Fees 9,440.34 3,500.00 7. Other Administrative Costs 316.50 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 13,256.84 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER REATH, DORIS W. 21-08-0343 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 FOGELSANGER-BRICKER FUNERAL HOME 9,440.34 H-A Subtotal 9,440.34 Attorney Fees 2 HAMILTON C. DAVIS, ESQUIRE 3.500.00 H-62 subtotal 3.500.00 Other Administrative Costs 3 CUMBERLAND COUNTY LEGAL JOURNAL -LEGAL ADVERTISING 75.00 4 FOGELSANGER -BRICKER FUNERAL HOME -DEATH CERTIFICATES 45.00 5 NEWS CHRONICLE -LEGAL ADVERTISING 96.50 5 RICHARD REATH -REIMBURSEMENT FOR APPRAISAL 100.00 H-BT Subtotal 316.50 Copyright (c) 2002 farm sofhvare only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-96) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-08-0343 Inelutle unrelmbureetl metlleal expenses. Rev-1613 EX+ )B-99) COMMONVlE4LTH OF PENNSYLVANW INHERITFNCE TA% RETURN RESIDENT pECEDENT ESTATE OF REATH, DORIS W. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 ALLAN REATH -REIMBURSE FOR DOWN PAYMENT 1,000.00 2 BOROUGH OF SHIPPENSBURG 37.08 3 COMCAST g.29 4 EMBARO 19.59 5 MILLENIUM PHARMACY 166.88 8 NATIONWIDE INSURANCE 172.00 7 PENELEC 219.58 8 PPL 498.39 9 SHIPPENSBURG HEALTH CARE CENTER 2,568.00 10 SUMMIT CANCER SVC 135.00 11 VIVIAN COY, TAX COLLECTOR - 2008 COUNTY AND TOWNSHIP REAL ESTATE 134.12 TAXES TOTAL (Also enter on Line 10, Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 4,959.67 Form PA-1500 Schedule I (Rev. 6-98) REV-1617 E%+ (900) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER REATH, DORIS W. 21-08-0343 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY (Words) ($$$) Do NM Llat Trustee e I TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. $116(a)(1.2)] ALLAN J REATH Son 17,775.84 187 CHAMBERLIN ROAD Shippensburg,PA 17257 RICHARD L REATH Son 17,775.84 475 McCULLOCH ROAD Shippensburg, PA 17257 ROBERT C REATH Son 17,775.64 210 GARMAN DRIVE Chambersburg, PA 17202 Total 53,328.82 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r 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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET O.OO Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-96) May 6, 2008 Allan Reath Beneficiary of Doris Reath 167 Chamberlin Shippensburg, PA 17257 Reference: Almuity Contract Number - 99099785 Decedent -Doris Reath Associated Account Number ~ 7126529161 Dear Ml'. Reath: Hartford Life Thank you for your recent benefit election of the Annuity Proceeds Settlement Option. To avoid advel:se tax consequences, an associated account has been established with an owner designation of Allan Reath, Beneficiary of Doris Reath". Also the beneficiary of the associated contract now reflects "Estate of Allan J Reath". As of May 5, 2008 we have transferred $ 10,090.21 from contract 990939785 to associated account 712652916. The entire benefit proceeds amount must be disu'ibuted by March 8, 2013, your Required Distribution Date. If you wish to request monies at any time prior to your Required Distribution Date, please contact one of our Annuity Service Specialists'No obtain the appropriate surrender request form. Several months prior to the Required Distribution Date, we will send you a reminder notice that a distribution of the remaining benefit proceeds is required. At that time you may want to consider other investment opportunities offered through Hartford Life. IMPORTANT INFORMATION A[3OUT CUSTOMER IAENTIFICATION. To help the government fght the funding of terrorism and money laundering activities, you may be asked to provide your name, address, date of birth, social security number and other information that identlfes you. The information you provide may also be validated through various public databases. Hurlfortl Life Insurance Companies 200 Hopmeadow Street Simshury, CT 06089 Toll Frec 1 800 862 6668 Individual Annuity Operations Muiang Address: Y.O. aox SORS Hertford, CT 06102-5085 COUNTRY MANOR PAGE 02 07/16/2008 12:49 7175323555 CfJ3JMT11iY ~lDE y{LLAGE HD~S~~Fu.1c.o-Q PURCHASE swPPENSauRO, PtamsYLVANw i72s7' AGREEMENT (71 ~ 932-0843 ' ro0 Free: (88!11 ?452797 , n N Ttas CdPRtACT, "BUr4+ m ri1E PeFtisoN{sl NAiD'S NAME AaalaaRS BELOW. "SELtF.R" REP6fS TO COUJtJTtY SIDE VILSA+GE ~~ MC. _ _ gUB,ptCT'f0 Tla: iEfaAS JWO CtY~PIfOi'Jr tJN BClfH S9N mlcnlnEO ryOME~ANP GIJV FJJT, Sf31NV t`AasgNATIDN OF ITEM' BUYER PaRaaS TO PuBCHPSe Lf1E PBU~~tlCN s4tFhtG Taw t - PHONE t~ ~l ~d(p" 'T \1 OAT Q~b 81JVER(5f µ1CFr IRL_i T. ) `yL,i(~~I l...l_~~`~ ~' 5ALfiaPEPSON RAKE & nv~n=ten ` C ^ NEW L1Y uareu OP'T'IONAL EQUIPMENT, LABOR AND ACCE93URIES ne ~ for mpvNrg d horns 1o new taeation. BASE PRICE OF UNR BAUN~ 4AP1RI®TO OpTtONAL EOUIF'MEM I $ ._~__.,~y YaAR 4 9FrC~LNV. COLOa CWNe TO NMCN BUYER [] SELLER WILL PAY THE OEBT OWED ON THE Y,RADE•IN COUNTRY S{(1E VILLAGE WOMES, INC. $UB-TOTAL $ ,50 ', sS ~. `<F UfL4NCE $L. ~ SO ICE 6 •- S S --~ S ~ S J_paid Balance of Cash J3ala Price ~ $ ~ f'r ~~~ ~ TFI@ SELLER, ASR 4UIRED BYAACT 23 OF 2o0U. nanKS: BUYER CANNOT OCOUP"f t10&IE UNiiL ALL JACfVkVS ACE i~pSED 70CAUNiF(Y 5®E V1LLI+GE FIOT+L"^v, iNC. h os MUTUALLY UNDERSTOOD tlfet tlda agecrlenJ b eub~ ~ neoeeealy cart`Zlctlotm, and ed~soelrts oanceming changes )n net Payoff ati trarJ-in to be inede at tTie, 8ne oT aealtmlenL NcNeox /~ ~~B6LLEa SrtiAL Fnl'NQ '" ~ .e r' ?O~l s~oNBO x__..__._~..,ti nQ ~ I __ OEpy~t 01MS JB11[IN9 Bn8RiE6k FUPIS9 MASLaRAn~ IL pRSa DuaucArt- Sailhamer Real Estate, Inc. 994 E. King Sk Sbtppensbutg, P3 17257 Ottice (717)532-60591Fax (717~530~5181 www.sailhamer.com / info(c~sailhamer.com March 24, 2008 Mr. Richard Reath 475 McCulloch Road Shippensburg,PA 17257 This analysis has not been performed in accordance with the uniform standards of professional practice which requires valuers to act as unbiased, disinterested third parties with impartiality, objectivity and independence and without accommodation of personal interest; it is not to be construed as an appraisal and may not be used as such for any purpose. In response to your request for a comparable market analysis of a doublewide mobile home on rented lot with address of 149 Rustic Drive, Shippensburg, PA 17257, 1 am sending you my estimation of current market value. The doublewide mobile home is a 1997 Clayton 26x56 home bearing serial #HHC010116NCAB.The home consists of a kitchen, dining area, living room, four (4) bedrooms, laundry room and two (2) full baths. The heating system is a gas Fred forced hot air system and central air conditioning is present. Domestic hot water is supplied by an electric hot water heater. The exterior of the home is of vinyl siding and roofing material is of asphalt shingle. There is off street parking on the rented lot. The overall condition of the home appeazs to be good. Based upon my personal investigation and findings, it is my opinion that the comparable market analysis would indicate a current market value of between Forty-Four Thousand (44,000) to Forty-Nine Thousand Dollars ($49,000). Sincerely, o ~~..~! Ron Sailhamer Real Estate Broker ~~`~HCtD GOGUFIENT UP }O ~'HE LIGHY TOV!EW TPUE wnia/ ~~ ~11 IlilF~lU V"Y~r4y~ ®M&TBank ~'~ ~- Manulaclurers and Traders Trust Company BUFFALO, N.Y. 14240 GnY'1_ 111 f~:o-d. }. f} Ic; 1.21yr.U DATE sEmmEn PAY TO THE ORDER OF F`'ta,±e of Goris al F:eath mwwdTMC' T4L-111SfiNG tdtNET`t FIS I^IE t~n!1 '1e'100:k'.k'~KIJ3C•.~11. e.YS. ! IOID DOCUIdE NT UP iU TH6 LIGHT TO ViEV! TRGL' ._~ ~~'' 454561290-~f 2J-9]11020 O4 102 i~?.007 6n -,O9Y.~1 I DRAWEP'.MBTBANK Ivaued by Inlegratad Payment Systems hx., En01ewo0d. Colorado - - JPWO~an Chase Bank, N,A,. Denvery Calomm _ _-__--____,--___.___.----~__.__-_- -.--- ll'3~.25321i' 1:0 20009 791; 68004 54 56L29001i' J HGLO GOCUMENT UP TD THE LIGHL YG NEW TRUE WATER~~I~3. ~ v'"`' '~~~U L,1{71~1.+~ 11 % •l ©MBTBank 1\\~~''jj J'r Manufacturers and Traders Trus! Company BUFFALO, N.Y. 14240 G~~ris t¢ P.eath ,;~q~,ggg. DATE PEMITYEP PAY TO 7HE ORDER OF Estate of G~ r'is l+l Faaath *'.ycXOhlE THQUtiHNG FOUR HIJhIGIREG '14lE:FlTY' FOUR e,nd ^1.j1004'~~KxaJ.^..•GA ^i laHt^o OPAWER: M d T BANK _.._. ... L.,....~ISe P.vmem Bvslems Inc., EnAlOwood. Colorado 1,424.21 II.342532ii' I:L020009791: 68004 54 5 6i2891~i' CURRENCY M' COIN 1" ~~ CHECKS ~ ~ U 5a 3 5 0 DATE ~ ~ v sa 3.s a OEPOSlTS NAY NOT 6E AVA/GABGf FON IMMEOIATF Wf INOflAWAG m DEP051TTICKET :n ~. o~a~=~^~ ^°~°^°'°°°'""° c~o`R'R ORRSTOWNBANK A rwnab° e~,ur.f,~°m 1: 50D it IrIi3201: L03 OD ?84311' <„~.>,.en..~.,.r°„~.ICt°.,Inll~l:nre°rl,y,,I:~„~,,,,.rtrr.,b~,,.„r..,n,.,,,.,.,M~.,,.,,~<,r° ,°, ,.~,I<.e,«ol,tr.~~~~~.l:.,h. tH£ UGM TO mEw I Hve wn I v,n~ 454561289- 23-9]11020 O4 r'IJ2 : 2007 8 ... 60-1503 3 313 1996 Pontiac Grand Prix -Private Party Pricing Report -Official Kelley Blue Book Site Kelley else 9ook~'`~--- ~ I,, iHETRUTTFD RESOUP[F _... __.. ® _. _. 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Quo e P.eeCARpAxrecprd ghea ae~at~r,nnnt NEXT STEPS: semen vase toes lveeage COnsamer gatlnB (ea~Reviawa) Real Reviews Similar New Vehicles 3006 POntia<Grnn4 Print enema Nevlea Rnsin- venmle wpmignt6 Review lots Venide 3000 Penslac qa PnnSRs NBgieH P[ArJUq More Results Mileage: ]s,000 engine: vs as utw Trenrmleelon: AntomacR Drlveheln: iWD Selected Equipment 9tanaera Mr COnal[IOnInO power DeOr LOCks power seeennp nq wneel Power winnows AM1Fe smrcD Blue Book Private Party Value Cnan9e Equipment Wal Fmnt Alr Ba4s Pmxe Panv vawe is wn,t a eovo n.. ..pan eo pav wneD aDVmq a Dsea rcrrnm,prnate pany.'me Pnvate vaml vawe eawm<s me oemde is sole - - - ' As Is' one tanks no warranty Comer tFan toe ronnnuing factory wanan[y). aGlam ilRel[ coml[lOns Tbls vMuenmiay aM0 be usefl IDSneMVel Faln Mta~4etnd vawe roananran[e ana vmmie eonauon purpOSei. vemd. eomm~on aannga coca venlDlr. one Miston Excellent (XlRX74 $2x340 oou.:~ew, i.... e.r.nem me[namal gammon aDn ne<ea eD rawonelllOnln9 Page 1 of 2 httn://www.kbb.tom/KBB/UsedCars/PricingReport.aspx?Yearld=1996&Mileage=71000&... 12/3 /2008 1996 Pontiac Grand Prix -Private Party Pricing Report -Official Kelley Blue Book Site Page 2 of 2 . rvover boo env paint pr bmy wpra am 1. o-a or p,st. . aeap Ime nISMry ana wnl Base a an,ay elm .afety Bl,pnrsl<~,. . 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REATH, of Southampton Township, Cumberland County, Pennsylvania, declaze this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limitafions) and my funeral expenses (including my gravemazker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as I have or may set forth in a separate memorandum (which is or will be signed by me, dated and make specific reference to this Will and memorandum, which I shall place with my Will or deposit with my attorney), to the persons therein designated. ITEM III: I am presently not married (being WIDOWED) and I have three (3) surviving children: ALLAN J. REATH, ROBERT C. REATH and RICHARD L. REATH. I make this will in this context. ITEM N: I devise and bequeath all the residue of my estate of every nature and wherever situate in equal shares, per capita, to such of my surviving children, ALLAN J. REATH, ROBERT C. REATH and RICHARD L. REATH, as are living on the thirty-first (31st) day following my death. ITEM V: Should any of my surviving children, ALLAN J. REATH, ROBERT C. REATH 1' and RICHARD L. REATH, predecease me or die on or before the thirtieth day following my death the share that such deceased child would have received shall lapse and be added to the shares of such children who do so survive me. ITEM VI: If any property passes outright (either under this Will or otherwise) to a minor (which shall be defined as anyone under twenty-one (21) years of age) and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, I decline to appoint a guazdian but instead authorize my Executor to distribute such property to a Custodian selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this appointment shall not supersede the right of any fiduciary to distribute a share where possible to the minor or to another for the minor's benefit. ITEM VII: I direct that all taxes 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 part of the expenses of the administration of my estate. ITEM VIII: I appoint my sons, ALLAN J. REATH, ROBERT C. REATH and RICHARD L. REATH, Co-Executors of this my Last Will. ITEM IX: I direct that my Executors, custodian, or their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM X: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IN WI'T'NESS WHEREOF, I hereunto set my hand and seal to this my Last Will and `~`~~ 2 . ., . ~_~da of rl -- ^'~ , 2003. Testament, written on four (4) sheets of paper, dated this Y ~ ~ ~ lJ 1-(SEAL) DOR1S W. REATH The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature or initials of the Testatrix, was on the day and date thereof signed, published and declared by the Testatrix therein named, as and for her Last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses hereto. ~_ _.~~ ~. residing at rs ~/lif~,~ `--; ~.~ ~~lin-~" -----residing at ~ " - - - L.,~ Q~ ____ 3 . ~ ~ . COMMONWEALTH OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND • I, DORIS W. REATH, the Testatrix whose name is signed to the attached or foregoing exec~nted the nsntrument as my Last Will;candahat I signed it w~ll ngly and asl my free and oluntary act for the purposes therein expressed. 1/ /\ , . ~ f-!e.,7~ (SEAL) DORIS W. REATH Sworn to or affirmed and acknowledged before me by DS W. REATH, the T atrix, this d ""day of 2003. Notary Pu lice COMMONWEALTH OF PENNSYLVANIA ; ss. Notarial Seal Nichole J. Kellen, Notary Public Shippensburg Boro, Cumberland County My Commission Expires Aug. l8, 2003 COUNTY OF CUMBERLAND r.' J. ~2ilY~_> the witnesses whose We, Ua,_..%~..., C~/fi.',1 and ~lLr names aze signed to the attached or foregoing instrument, being duly qualJfied according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. ~ ___. ~/J _ /"~ / rir A /1,, l I ~ ~~ /,' s. nn Sworn to or affirmed and subscribed to ,r. .tL_~ i7dn< and me` of th15 2003. Notarial Seal Nichole 1. Kellen, Notary Public Shippensburg Boro, Cumberland Coun[y My Commission Expims Aug. 18, 2003 m O a~ !~ 3 ~ < app ,. m ~r~„w ~ 0. , ,. n 0 w ~ ~' '_ c, ., ~ ~ fv ,~ P` ~ ~ ' .~ ~ _ LL ^~ ~ SO3; iG~ ;'3Fl ;'l i['1 t ~~ t: _ ~O N C:' r ~~ ~_~ , ~ a c - _ '"' C1" f-- ~~ ~ <^' //~ l i.i ~:i ~ ~ ' ~ ~~"~ r,t . i ^~ C t LL I ~^l Q r r ~ . c 0 U N O Q a3 ~G M Z Ogp~ ~~ ~ VQaT x ~ O~mz ~ ~a 0 HOaa ~ [~ ~+ ~jj H Q m N Z ~ ~~ W a a_ x w l~ LAW OFFICES OF ZULLINGER -DAMS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, PA 17201 717-264-6029 Fax:717-264-1884 zuln rlaw~a earthlink.net Register of Wills Cumberland Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Doris W. Reath Est. No. 21-08-0343 Dear Sir or Madam: HAMILTON C. DAMS Dale F. Shughart, Jr. 20 East Burd Street, Suite 6 of counsel P.O. Box 40 Shippensburg, PA 17257 717-532-5713 Fax:717-530-5222 hamiltondavislawna comcast.net December 3, 2008 n o ^o z, ~ _ , _..n r- c-~ -'_c ~~ _;~ s ,- '~~ - _ n --+ v ~ , r Enclosed herewith please find an inheritance tax return, filed in duplicate, and payment in the amount of Two Thousand Three Hundred Ninety- Nine and 71/100 ($2,399.71), as payment for the above estate. A check for filing fee in the amount of $15.00 is also enclosed If there are any questions or concerns, please contact me at the Shippensburg office. Thank you. HCD/njk Enclosures (~ ~- ItiIP cl.~ o~ ~a~N~oB ~,~ ~~ pnlt~ ~JrOh~ ~ee5 -cS~ Q C~2CX ~~ ~'~/~ ~S en~G~t6~! Sincerely yours, Hamilton C. Davis for Zullinger -Davis Professional Corporation Reply to: Hamilton C. Davis P.O. Box 40 Shippensburg, PA 17257