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HomeMy WebLinkAbout12-04-08 (2) 15056041114 ~-~i~ REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 n' ,-,i./ ~~/ _ Harrisbur PA 17128-0801 RESIDENT DECEDENT ~(.~ 1V11v lJl~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 08162008 03151928 Decedent's Last Name Sutfix Decedents First Name MI WILKINSON RUBY g (If Applicable) Enter Surviving Spouse's InfonnaUon Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Q 1. Onglnel Retum ~ 2. Supplemental Retum 0 3. Remainder Retum (date o! death 4. Limited Estate Q poor to 12-13-a2) 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Retum Required death after 12-12-a2) © 8. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Bozes (Attach Copy of Wilq (Attach Copy of Trust) Q 9. Litigation Proceeds Received Q 1p. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-81 and 1-1-95) (AttaU Sch. O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number FREY & TILEY 717-243-5838 Firm Name (If Applicable) '. REGISTER OILLS USE 01~' .., r ROBERT G. FREY p a° - -: First line of address t~ m < < ~1.~ - t7 n t ;, it 5 SOUTH HANOVER STREET ~ I r ~ rr° r~ i r v Second line of address ~ [n''~ C': r 7 ~I ~ 'Y ~ "c i City or Post Office State ZIP C d tV DA D '- ~ Y ^ ~^~ o e .. , , CARLISLE PA 17013 _ ~ Comespandent's a-mail address: RFREY@FREYTILEY. COM Under penaltles o perjury, I declare that I have examined this return, inc u ing accompanying schedules and statements, and tp the hest o my knowledge and belie , it to true, coned and complete. DeGaretion of preparer other than the personal reoresentadve L5 based on all informatlon of which preparer has any knowledge $1G~~ RE?OF PERSON , SPONSIBL OR FILIN~T~RN ~~q ~ ! r,~E/~ ADDRESS ^,--'' /~i0 1sV-' _~ ~A yfoo C'<.~r~,'S~e ~~ C~r~~`ers ~'A /73Zt( SIGNAT OF PRE A OTHER HAN SENTATIVE Dy'E .Z/3~~'& 5 SOUTH HANOVER ISLE, PA 17013 SE USE ORIGINAL FORM ONLY Side 1 15056041114. 15056041114 ~, \~.1t~, REV-1500 EX 15056042115 Decedent's Social Security Number Decedent's Name: RUBY B WILKINSON RECAPITULATION 1. Real estate (Schedule A) ........................................... 1. 13 4 0 0 0. 0 0 2. Stocks and Bonds (Schedule B) ...................................... 2. NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE 4. Mortgages 8 Notes Receivable (Schedule D) .......................... .. 4. NONE 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ...... .. 5. 15 8 9 3 . 0 0 6. Jointly Owned Property (Schedule F) Separate Billing Requested :...... . 6. NONE 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ....... . 7 2 3 4 7 2 6.O O 8. Total Gross Assets (total Lines 1-7) ................................. . 8. 3 8 4 619.0 0 9. Funeral Expenses 8 Administrative Costs (Schedule H) .................. . 9. 31 9 0 5 . 0 0 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............. . 10. NONE 11. Total Deductions (total Lines 9 8 10) ................................ . 11. 319 0 5 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) ............................ . 72. 3 52714 . OO 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... . 13. 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) 14 3 52 7 14 0 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES i6. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0 0 15. 0.00 16. Amount of Line 14 taxable at lineal rateX.o 45 352714.00 1s. 15872.00 17. Amount of Line 14 taxable at sibling rate X • 12 18. Amount of Line 14 taxable 17. 0 . 0 0 at collateral rate X , 1$ 18. 0 . 0 0 19. TAX DUE ....................................................... 19. 15872.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 ' 15056042115 15856042115 Rev-tsoo Fx page o 162-22-5879 Decedent's Complete Address: Flle Number ~ t _nn_naaF DECEDENTS NAME RUBY B WILKINSON DECEDENT'S SOCIAL SECURITY NUMBER STREET ADDRESS 162.22-5879 770 SOUTH HANOVER STREET CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (i) 2. Credits/Payments 15872 00 A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 Total Credits (A + g + C) (2) 0 00 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresVPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 0 00 Fill In oval an Page 2, Line 20 to request a refund. (4) 0 00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 15872 00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. SB ( ) 15872 00 Make Check Payable to REGISTER OF WILLS, AGENT ,,t w.v''LNm~'VnF~a Y4c. "SIi Sr-..v~.i, _3.ud5x_3C ~.Y Ui..:~!A:~S'tY'il ~h~i~s'~'.S_fliSiu,~.tY~xlCit~,3~".~'}I`"~p'~c93x.:M1b'zlrh:~:fi3.wkF mi'. ,INS ^~1gy~~S' Y•:^ ryY,;Y R'du 35 ~3k'.iilp;?a~~'5fliYd:A..':ti,.,~i~+~~,.,i.* { .... ,S.itkv~.~~ti~P ~ !~~4~H 9ytl.a 1, 3': PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE AP PROPRIATE B ... LOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ....................................... ~ Q b. retain the right to designate who shall use the property transferred or its income : ................ c. retain a reversionary interest; or ...................................................... ~ a d. receive the promise far 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 consideretion7 ................................................. 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 contains 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 3'c> ~'~fm'~ ~~d..s,,:`~~„$ cN ~:~ ..,~~ 3 r t!._y! v~ ~ ~ a ~ i,,,. . Yrn t ~ s "i 9._yfi ~ ~,I a ~..,,~ ~ ..5~ :~+°.!'5'~ y-ys^i6,.{>'~ ~~<„$ ~#u~a ~„+k1 nkl ,'R~ .a'~3 5 't Y . f y'F~t c r ..Si.'"Yi t+..,. 1,i a _~. tb:.Lm3.,. K~'ir.3..4..v'. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]: The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §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)]. Asibling 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-1502 EX+ (fi-98) SCHEDULE A COM WHERITANTCEDTAX RETURLN ANIA REAL ESTATE RESIDENT DECEDENT It VF FILE NUMBER RUBY B WILKINSON 21-08-0865 All real property ownetl solely or as a tenant in common must be reported et fair market value. Fair market value is defined es Ne price at which property would be exchanged hetween a willing buyer and a willing seller, neither being compelled to buy or sell, both havinc reasrnohin v~mda,r„e „r tie b~e,.._..__,_ . •••-~ ~ ~r•=w ~~ ~~__~_~, ~~~~_~ ~ aum^onai sneers or the same size) zn REV-1508 EX+(8-98) SCHEDULE E p COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, Er MISC. INHERITANCE iAx RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER RUBY B WILKINSON 21-08-0865 Include the proceeds of litigation and the date the proceeds were received by the estate. All roe 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1 Adams County National Bank Account No. 0612944 8,353 2 Adams County National Bank Account No. 9055878 5,975 3 Real Estate Tax proration from HUD-1 settlement statement 987 4 Sentinel refund 57 5 Highmark refund 211 6 Homeowners' insurance refund 244 7 Met-Ed refund 66 TOTAL (Also enter on line 5, Recapitulation) $ 15,893 (If more space is needed, insert additional sheets of the same size) z» REV-0510 EXi (8-98) SCHEDULE G COMMONWEALTH OF PENNBVLVANIA INTER-VIVOS TRANSFERS & '"HERirANDErAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE RUBY B WILKINSON 21-OB-0865 This schedule must be completetl and filed if the answer to any olquestions t through 4 on the reverse side of the REV-1500 COVER SHEET is yes DESCRIPTION OF PROPERTY ITEM INCWOETHE NAME OF THE TRANSFEREE, THEIR RELiiIONSHIP TO OECEOENTAN°THE GATE OF TP DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER ANBFER. ATTACHA COPY OF THE OEE°FOR REAL ESTATE VALUE OF ASSET INTEREST °`~'°OCABLfl VALUE 1. Prudential Annuity #E0614003 66,232 100.00% 0 66 232 2. Best of America Annuity #01-5118529 43,997 100.00% 0 , 43 997 3. Eaton Vance Annuity #5029644118 65,034 100.00% 0 , 65 034 4. Prudential Annuity#E0146551 59,463 100.00% 0 , 59,463 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 Reca itulation $ 234 726 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(10-nfi) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN - _ - -„ „_ ESTATE OF FILE NUMBER RUBY B WILKINSON 21-08-0865 __ Debts of decedent must be reported on Schedule I. A. 1. EXPENSES: B. 1. MINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) SVeet Address City Year(s) Commission Paitl: State Zip 2. Attorney Fees 5,000 3. Family Exemption: (It decedent's address is not the same as claimant's, attach explanation) Claimant SVeet Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparefs Fees 7. Expenses of sale of real estate 16,465 e. Final medical expenses 10,440 TOTAL (Also enter on line 9 R (If more space is needed, insert additional sheets of the same size) zn REV-1513 EX+ (g-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN ESTATE OF FILE NUMBER o i i o v o~ '"""' ° " ""~1VO1'~ 21-08-0865 NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llat Trustee(s) AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distdhutlons, and transfers under Sec. 9118 (a) (1.2)] 1 Carol Ayers Daughter 26% 2 Cathy Starner Daughter 2500 3 Donna Rae Wolf Daughter 25% 4 Leonard Tate Son 25% ENTER DOLL4R AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 1a, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS 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 $ 0 pt more space is neetle4 insert additional sheets of the same size) A. Sf:YLI 1T]e13t S't3teITlEllt U.S.OeparMent of Housing antl Urban Develcpment B.T eGf Loan OMB A mval No. 2502-0265 expires 1113 0/2 0 0 9 1. OFHA 2. $FmHA 3. OConv. Unins. 8. Fle Number 7 Loan Nu b . m er 0. Mongage Insurance Case Number a VA 5 Conv I O . . . ns. RL5035 1821305230 C. NGIe: Ibma m na. ~• q"'vou • e .m o e. a .. m >, • ,. emm . x, .,,,,. m.c~gY mopes gg4Me N. agNna:ur•n.nN.nn.nmrlnRa,°In°:upo egmnw ma.n mlu°plga:eM U•bw. TitleExpress BeNemenl System WPAro1N0:ll lsavlm•bFnMn9lymW RW S4,xnentlbge Unl4e 044v on N1•wmyoNx el Ilaz Rm F Itl l. en• m umn .•nR..Ra Im .pRmx Pwa.nn•mx ntl.le u. s.cm•sxneo four .M Sxmn lms. Footed 1011712008 e109'S4 ML6 °~ D. NAME OF BORROWER: Melissa L. Smkh ADDRESS: 1020 B sonia•Wenksville Road Bi lerville PA.17307 E. NAME OF SELLER: Estate of Ruby B. Wlikinsen ADDRESS: F. NAME OF LENDER: JPMorgan Chase Bank, N.A. ADDRESS: 1400 E. New ort Center Ddve Deerfield Beach FL 33442 G. PROPERTY ADORESB: 4348 Cadisls Roatl, Gardners, PA 17324 Dickinson Townshl H. SETTLEMENT AGENT: Apple Leaf AbsUacting 8 Settlement Co„ Telephpne: 717-334808(1 Fax: 717.3345040 PLACE OF SETTLEMENT: 30 West Middle Street G SbUr PA 17325 I. SETTLEMENT DATE: 1011712008 J. U ARY OF ROWE ' TRA A TION: . SU ARY SELL S T SA ION: 100. GROSS AMOUNT OUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. OLn11ECt sales rice 134000.00 401. Convad sales rice 134000.00 102. Personal Pm ert 402. Personal Pro e 103. Settlement char es to bap0wer line 1400 9 535.90 403. 1oa. 4aa. 105. 405. Adustments for items altlb seller In atlvance Atl uaMentl for items aldb seller in atlvance 107, Coun taxes 101171081011131100 50.8(1 407. Coun taxes 10117108b12131108 50.88 108. 8chool7axes 10117108 to 06130109 935.85 408. School Taxes 10117108 to06g0109 935.85 109- 409. 110. 410. 171. 41.7. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 144522.83 420. GROSS AMOUNT DUE TO SELLER 134986.73 200. AMOUNTS PAID BV OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201 De asit0reamest mane 600.00 501. Excess De osil see lwWdions 202. Prind al amcunt of new loans 136 680.00 502. Saltlemenl the es to seller Ilne 1400 9180.00 203. Existin loan s taken sub'ed to 503. Existin loan s taken sub"ec1 to 20a, 504. Pa off o(First Mort a e LOen 205. 505. 20fi. 506. 207. Seller COntnbutbn 7000.00 507. Seller COntdbu0on 7000.00 200. 508. 209. 509. Ad'ustmeMS for Items un aid b seller Ad ustments for kerns un aid h seller 213. 573. 274. 574. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 1 280.00 520. TOTAL REDUCTION AMOUNT DUE SELLER i61B0.00 300. CASH AT SETTLEMENT FROM OR TO BORRO WER fi00. CASH AT SETTLEMENT TO OR FROM SELLE R 301. Gross amount due from b0npwer line 720 144 522.63 601. Gross amount duo to seller Ilne 420 134 986.73 302. Less amounts aieb /for benower line 220 144280.00 602. Less reduction amountdue seller line 520 ifi 180,00 303. CASH FROM BORROWER 242.63 603. CASH TO SELLER 118 806.73 sU;$iITUTE FORM 1000 SELLEfl ETRTEMENi: Tea n/ormetlan cmf•IneE X°reln Ie ImpaVnl le• Inb,m•tlOn anE h e•In0 NmMllm b Na Inam•I Regenue S•MCe. Ilyou a,engWree p (N a nWm. Jn• 01 ~Y mnNwu• N•°L~wmP~cml m el Nlsazlnri ryan le Inm Is,pubeY b es,maMe anE Ne IRS ee4,mNU Net M1llae nOIOSn npprly, nle LpnVM19•la° P,ke Omwlem u 9ELLE0.1NSTRUCTIONS: II1Me n•I mleb we• )vwpMap•I mltenn, Ne Fam a119, 9ela cr EvAen9e alPMtlpL R•Yemm, br any paN, WN pw Inmme bll nWm: bf oNer VensecWne. mmpleb N• applnN• paN pl Folm 1)0), Porm 6E50 enWer 9Nmun 01Fwm 1pi01. Vau ar•npulne py 4wbp,pNee pe eeMamenl a9mflF•e,Taz lp Nw_ NN pw mMCl WpaWrlemtlM19gm Mmev.l(pu ep mlpprlea yourpq'rM Wpeyx WnYAmYpn nl,mee,, n~ mey e• auel•a 4 aw prmminal pmam. Mpp•.e erlew. we..p•nem Tedury.l mmry NM IM numex enxx, qn mN mbmml k my cmea Imp.yer la•nwmtlpn numeer. TIN: 1 eELLERts)EIONPTURE(54 SELLER(S) NEW MAILING POORE95: MENT OF HOUSING AND URBAN DEVELOPMENT File Number: ORT•5035 PAGE2 .fNENT STATEMENT tmeEx ress sememem S stem Pdmea lmnno0e of Os~sa MLs rnov ennnooa ASALES/BROKER'S COMMISSION bases on tlca $124000,00 fi.000=7440.00 ;ion of commission line 700 as follows: 3 720.00 to W011e $ Shearer RealtOr9 S 3720.00 to RalMax olG sbur PAID FROM BORROWER'S FUNDS AT SETTLEMENT PAIp FROM SELLER'S FUNDS AT SETTLEMENT d. Commission aitl at Senlement a00. ITEMS PAYABLE IN CONNECTION WITH LOAN 7440.00 801. Loan Od inaeon Fee % 802. Loan Discount 1.375 %JPMo an Chase Ban N.A. 1 879.35 803. sisal Fee 804. Credit Re art 805. Tex Cerdficatlon Fea to First American Real Estate Tax Service 84.00 806. Non Refuntl A /station Fee In JPMo an Chase Bank NA. P.O.C. 395.00 Bu er 807. Processin Fee to JPMor an Chase Bank N.A. 300.00 608. UnoerwTilin Pee to JPMor an Chase Bank N,A 295.00 809, Flood Cetlification Fee to OvanUix LLC 14.00 BID. FMHA GUarant Fee tc JPMor an Chase Bank NA. 2733.fi0 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest Fmm 1011712008 to 11 /0112 0 0 8 $ 22.4700 Ida 150a s 902. Mon a elnsurance Premium for to 337.05 903. Hazard Insurance Premium for 1 ear b Westfield Insurence Ca. 415.00 904. 905. 1000: RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance 3 mo. 34.59 Imo 103.77 1002. Mon a elnsumnce mo. /mo 7003. Ci Pro a Tax mo. $ Imo 1004. Coun Pro a Tax 10 mo. $ 20.43 /mo 204.30 1005. School Taxes 5 mo. $ 113.03 Imo ' Sfi5.15 1009. re ale Anal sis Ad ushnem to JPMor an Chase Bank N.A, 1100 -369.07 0.00 . TITLE CHARGES - 1701.Setllementorclasin fee 1102. Absbact or title seemh 1103. Title examination 1104. TIIIe insurance bintler 1105. Dowment Pre stetson 1106. Nola Fees 7107. Aftome s fees includes above items No: n08. Title Insurance to A le Leal Abstraetin Col01d Re ublie 1 043.75 induoes above items No: Basic Rate 1109. Lentlers Pali 136 680.00 •15A0 1110. Owners Poll 134 000.00 •1 028.75 1711 100 Ne viol 3005urve 900E to A le Leaf A6stractin Col01d Re u61ic 150.00 1172. 1113. Closin Service Laker to Old Re u611e Tifle COm an 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 35.00 1201. Recordin Fees Deed S 40.50 ~ Mort a e $84.50 ~ Release $ 105.00 1202. Ci ICOUnt tax/stam s Deed 81 340,00 ~ Mart a e $ 1203. Stela Taxlstam s Deed 1 340.00 ~MOn a e4 1204 1 340,00 1 340.00 . 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. surve 1302. Vaneus Ins ectiens to Ge s6ur Homa In actions 1303 300.00 400.00 , 130d. 1305. 130fi . 1307. 1306 . 1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Sedlon J and 502 Section K 9 535,90 9,180.00 nu a Unmry reae..e Ina nuun somem«,r sul.menr one a w p.narmr unowleaee ee woe, u u a weans eaann mumem.rau recvlpu ana eleeun.meme mees cn my •[emm or ev me n ie an m.I ruMer tartly merlee.e re qel Ne N110-t aeWemenr SlvbmenL CQ.~-Le C~- urPRNING. Ii IS ACRIME TO NNOWIHGLY MANE FgLSE 9TATEMENie TO THE Tee Mil ~13eWemen151re I Wave propene las YUV One acmers accaun1 o11111a lnneacYOn, TEOSTATESONiNISGRANVSIM LARFORM.pENALTESrIPONCONVICTIOH IIIa OuG a end-nail ~O~ CAN INCLIIOEAFINEANOIMpRISONMENT. FOReETAILESEEiIREIB: eeadwlllcu ranee to Ee aNeunee In accoravnc viNmiaclalvmenl. II. S. CODE SECTION 1YC1 ANO SECTION 1010. BY LAST WILL AND TESTAMENT OF RUBY B. WILKINSON I, RUBY B. WILKINSON, widow, of Dickinson Township (mailing address: 4348 Cazlisle Road, Gazdnezs, Pennsylvania 17324), Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my body be interred on my burial lot beside that of my fast husband, Donald Leroy Tate, located in Idaville Cemetery in Adams County, Pennsylvania. 2. I further duet[ that all inheritance, transfer, estate, succession and death taxes which may be payable on account of my death, including interest and penalties thereon, shall be paid from the residue of my estate regazdless of whether the assets upon which such taxes are based are included in my probate estate. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shazes to such of my four (4) children as shall sttrvive me by a period of ninety (90) days, their heirs and assigns, they being, Leonazd L. Tate, Donna Rae Tate Wolf, Cazol Tate Ayers, and Cathy Tate Starner. Should any of my said four (4) children fail to survive me by a period of ninety (90) days then in such event tkte shaze which such deceased child of mine would have received shall be paid to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, but if there be no such issue the same shall lapse and be added to the shares of my other children. 4. I hereby noatinate, constitute and appoint my four (4) children who aze Leonazd L. Tate, Donna Rae Ta4e Wolf, Cazol Tate Ayers, and Cathy Tate Starner, or any of them, as Executors of this my Last Will and Testament and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any otherjurisdiction. 5. Should any person less than 18 yeazs of age be entitled to distribution from my estate, in such event the shaze [hat person would otherwise have received shall be paid to my hereinafter named Executors, in trust, to receive and invest the same, and to pay the income arising therefrom, at ]east annually to or for the benefit of such person, and upon such person attaining 18 years of age to pay to him or her the then remaining principal together with any undistributed income. 6. In addition [o the powers conferred by law, my hereinbefore named Executors and Trustees and their successors, are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same aze authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shazes of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident [o [he merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of suck[ stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in Page 1 of 3 Pages connection therewith; and generally to have and exercise as to al] such stocks, bonds and other securities, the powers of an individual owner who is not under tms[ obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shazes shall have undivided interests. d. To sell a[ public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of my estate or the tmst estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys azising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f To compromise, settle or azbiuate any claim or demand in favor of or against my estate or the tmst esmte. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be chazged against the principal or income of the trust fund, and shall further be entitled to chazge against the principal or income such other reasonable expenses and chazges as may be necessary and proper to incur for [he proper dischazge of fiduciary duties and for the proper management and administration of the tmst estate. h. In making any division of property into shazes for the purpose of any distribution thereof directed by the provisions of the trust, m make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of [he securities or property so allotted shall be final and conclusive upon all persons interested in the tmst or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain and invest in shares of stock of my Tmstee. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Tmst corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under [he laws of any governing jurisdiction. 1. To determine from time [o time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one year to another. IN WITNESS WHEREOF, T have hereunto set my hand and seal to this my Last Will and Testament written on four (4) pages this ~ sr day of June, 2004. _~ie ~~, .B. ~,~~ ~ (SEAL). Ruby B. ilkinson Page 2 of 3 Pages Signed, sealed, published and declazed by Ruby B. Wilkinson, the Testator above-named, as and for her Last Wil] and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto set our names as attesting witnesses. ~ ~° ~~ _~ Page 3 of 3 Pages