Loading...
HomeMy WebLinkAbout01-30-09 (2)J 15056041125 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOI(280601 INHERITANCE TAX RETURN Harrisbur PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 5 1 9 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 7 4 2 0 4 7 0 9 0 5 0 2 2 D 0 8 0 7 1 4 1 9 2 4 Decedent's Last Name Suffix Decedent's First Name R I C E MI B E T T Y L (If Applicable) Enter Surviving Spouse's Information 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 FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS 1. Original Return ~ 2. Supplemental Return 3. Remainder Retum (date of death 4 Limited Estat prior to 12-13-82) ' e © 6 D d ~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required . ece ent Died Testate (Attach Copy of Will) ~ 7. Decedent Maintained a Livin Trust (Attach Copy of Trust) 9 ~ 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death b t ~ 11. Election to tax under Sec 9113(A) e ween 12-31-91 and 1-1-95) CORRESPONDENT -THIS SECTION MUST BE COMPLETED ALL CO . (Attach Sch. O) Name . RRESPONDENCE AND CONFIDENTIAL TA%INFORMATION SHOULD BE DIRECTED T0: J O H N B Daytime Telephone Number , F O Firm Name (If A li bl W L E R I I I 7'1 7 2 4 3 3 3 4 1 PP ra e) M A R T S O N L A W Firsf line of address 1 0 E A S T H I G H Second line of address City or Post OfFce C A R L I S L E O F F I C E S S T R E E T State ZIP Code I_ P A 1 7 0 1 3 REGISTER Correspondent's a-mail address:JFOWLER~ MARTSONLAW COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my W ` it is true, correct and complet@~Declaration of preparer other than the personal representative is based on all information of which oreoarer has a, SIl dTi - ~ ADDR SS -- 1359 GEORGETOWN CIRCLE CARLISLE SIGN~(TU E PRE R TH AN REPRESENTATIVE PA 1 f ( ! CA7E a s L EAST HIGH STREET CARLISLE PLEASE USE ORIGINAL FORM ONLY P A 1 ~ Side 1 L 15056041125 15056041125 USE ~Y ~,;, -, ~o _a w O 'n A FILED n~ and iI _, J ~~ J 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: BETTY L. RICE 1 7 4 2 p 4 7 RECAPITULATION 0 9 t. Real estate (Schedule A) ............................. ..... t. 1 4 0 0 6 8, 2 0 2. Stocks and Bonds (Schedule B) ........... . .. 6 3 7 4 ................ .... 2. 1 0 , 2 4 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .. , . 3, 4. Mortgages & Notes Receivable (Schedule D) , .. , .. , . 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ... .... 5. 1 9 6 9 1 , 7 5 6. Jointly Owned property (Schedule F) ^ Separate Billin Re t d 1 1 g ques e ... 7. Inter-Vivos Transfers 8 Miscellaneous N -Probate Property (Schedule G) ~ .... 8. 6 2 p , p p Separate Billing Requested ... .... 7. 2 7 5 7 2 , 6 6 8. Total Gross Assets (total Lines 1-7) .................... ... e. 8 3 6 3 6 2. 8 5 9. Funeral Expenses 8 Administrative Costs (Schedule H) 9 4 7 2 ............. . ... 3 4 , 9 0 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) 5 1 ......... . , , 10. 6 3 , 1 3 11. Total Deductions (total Lines 9& 10) ........................ ... 1 t. 5 2 3 9 8, 0 3 12. Net Value of Estate (Line 8 minus Line 11) 12 7 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 3 9 6 4 , 8 2 an election to tax has not been made (Schedule J) ..... • .3 3 s p ........... . .. p a. p p 14. Net Value Subject to Tax (Line 12 minus Line 13) , , , , . ... 14 7 4 8 9 6 4 ........ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES .. . , 8 2 15. Amount of Line 14 taxable at the spousal tax rate, or transfers u der Sec. 9116 ~ (a)(1.2)X~ p p p 15 16. Amount of Line 14 able ~~ . p • p p at lineal rate x •0 7 3 3 9 6 4. 8 2 17. Amount of Line 14 taxable ts. 3 3 0 2 8. 4 2 at sibling rate X .12 1 0 p O p. p 0 18. Amount of Line 14 taxable 17, 1 2 p p, p p at collateral rate X .15 5 0 0 0. 0 p i6. 7 5 0. 0 p 1s. Tax Due ts. 3 4 9 7 8. 4 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042126 15056042126 J REV-1500 EX Page 3 Decedent's Complete Address: zl NoBbeosl9 CITY Carlisle ~ STATE PA Tax Payments and Credits: 1 ~ Tax Due (Page 2 tine 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty ifapplicable Total Credits (A+B+C ) D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.Total Interesf/Penalry (D + E ) Fill in oval 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 TAX DUE. A. Enter the interest on the tax due. ZIP 1701 (1) 34 978.42 (2) 0.00 (8) 0.00 (4) 0.00 (5) 34 978.42 (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 34 978.42 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: a. retain the use or income of the property transferred; b ret i th d Yes O No O . a n e ght to designate who shall use the property transferred or its income; c retain i ~~~~ ~~~ ~ ~~~ ~~~ ~ ~ ^X . arevers onaryinterestor .............................. ~~~~ d. receive thepromise(orlifeofeitherpayments,benefitsorcare? ~~~~ If d h ~~~~~~ O eat occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............... Did decedent own an 'intrust for' or payable upon death bank account or security at his or her death? .,. Did decedent own an Individual Retirement A t ^ ...... ^ ^ ccoun , annuity, or other non-probate property which contains a beneficiary designation?... ........ .................................................................. .............. ..... X ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PAfl7 OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (9) pecent p2 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposetl on the net value of transfers to or for ,he use of the surviving spouse is zero (0) percent i2 P.S. §9116 (a) (1.1) pi)]. The statute does rot exempt a transfer fo a surviving spouse from taz, and the statutory requirements for disclosure of assets and fling a tax retwn are still applicable even if the surviving spouse rs the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the .net value of !roosters Gom 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 valve of transfers to or for the use of the decedent's !meal beneficiaries is tour and one-half (4.5) percent, except as noted in ~z P.S. §s11s(1.2) [72 Ps. §s11s(a)(1)). The lax rate imposed on the net value of transfers :o or fcr the use of the decedenCS siblings is !welve 112) percent i72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an ndiv~duai who has at'east one parent in common wAh the decedent, whether by blood or adoption. REV-1502 EX + (6-96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE A REAL ESTATE PILE All real properly owned solely or ae a tenant In common must be reported at fair market value. Fair market value ezchanged behveen a willing buyer and a willing seller, neither being compelled to buy or sell, both having r Real mm~e.e. u.64A ie i_i_w. _...__. _ ... ITEM as the price of which property would be knowledge of the relevant facts. DESCRIPTION VALUE AT DATE Residence situate at 36 Strawberry Drive, So. Middleton Township, Cumberland Co., PA, known OF DEATH as Tax Parcel No. 40-23-0600-012-U-036, being described in Deed dated 11/01/2001 and 133,821.80 recorded in Cumberland Co., Deed Bk 249, Pg 169, and being conveyed to Betty L. Rice, Decedent herein. Value is assessed valueof $109,690.00 x common level ration of 1.22. See attached Deed. 2. Real Estate situate on Spring Road, North Middleton Township, Cumberland Co., PA, known as Tax Parcel No. 29-18-1371-054, being described in Deed dated 12/31/1978, and recorded in 6,246.40 Cumberland Co., PA, Deed Book "H" Vol. 28, Page 540, and conveyed to Betty L. Rice, decedent herein. Value is assessed value of $5,120.00 X common level ration of 1.22. See attached Deed. TOTAL jAlso enter on (If more space is needed, insert adtlitional sheets of the same size) REV-1503 Ex + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT VF L. ITEM SCHEDULE B STOCKS & BONDS All property )olntty-owned with fight of aurvivorahlp moat be diacloaed an Schedule F. DESCRIPTION 26,369.552 shares Franklin Tax Free PA T/F Incm A . @ 10.16/sh CUSIP See attached. 8,126.140 shazes Pioneer Fund, Com @ 45.47/sh CUSIP 723 682 1 00 See attached. VALUE AT DATE OF DEATH 267,914.65 369,495.59 T07ALjAlsoenteronli~ie2 Recapitula[on) I $ Ilf more space is needed, insert addihonal sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT :STATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Include the proceeds of litigation and the date the proceeds were received by the estate` All property lolnttyowned with right of aurvlvorohlp moat be diacloaed on Schedule ITEM Union, checking account 1 a. Accrued interest on Item 1 2. Comerstone Federal Credit Union, savings account 9562-01 2a• Accrued interest on Item 2 4• U. S. Treasury, Social Security payment for Apri12008, received 5/2/08, not included in date of death value Comerstone Federal Credit Union checking 5~ Personal property and household goods, appraised value 6. Jackson Fuel, gas royalty check, received but not deposited prior to date of death 7~ Readers Digest, subscription refund 8• Comcast, refund 9~ Rowe's Auction Services, personal property and household goods, actual sale proceeds l0. US Treasury, Economic Stimulus payment 1 1 ~ Franklin Tax Free PA TiF Incm A, redemption received but not deposited prior to date of death l2. Pioneer Fd Inc., income received but not deposited prior to date of death VALUE AT DATE OF DEATH 8 348 15 10.52 26.36 0.14 509.00 7,045.00 64.87 19.97 17.74 450.00 600.00 2,000.00 600.00 TOTAL (Also ewer nn lino s A~~,,,~~„~,,:,...~ I a jlf mere space is needed, Lnsert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT :STATE OF SCHEDULE F JOINTLY-OWNED PROPERTY 21 08 0519 If an asset was made Joint within one year of the decedent's tlate of death, it moat be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS A. Barbara A. Bistline 301 South Hanover Street Carlisle, PA 17013 a C JOINTLY-OWNED PROPERTY: LETTER DATE ITEM FOP JOINt MADE NUMBER TENANT JOINT 1. IA. 17/3/05 INCLUDE NAME OF FINANCIAL INS IDENTIFYING NUMBER. AT1 )OS Mercedes CLK 320 NUMBER OR SIMIIAR REAL ESTATE. DATE OF DEATH VALUE OF ASSET 23,240.00 TOTAL (Also enter on line 6, Recapitulation) I g tlf mare space s needed, insert adtlrtlonal sheets of the same size) Daughter DECEDENT °6 OF DATE OF DEATH DECD'S VALUE OF INTEREST DECEDEM'S INTEREST 50. 11,620.00 11 REV-1570 EX t (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN TE SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY This schetlule must be completed and filed M the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. vrv yr rnVYCH I Y ITEM N0.~OE THE NAMf OF THE iMHEfFREE. iHEiR REUTiOHEHiP T°OELEOEM IHe EMBER iXf°.1iE OFTRAREPER.~R,1LH,I WPYOF LHE PEED FOR RF.y ESiRif. 1N(i USA Annuity, contract No. 086856; Beneficiary: Barbara A. BisUine, daughter, 100% See attached. DATE OF DEATH I %IO ~DECD'S I EXCLUSION I TAXABLE /ALUE OF nsacr 27 TOTAL jAlso enter on i If mare space is needeq insert additional sheets of the same size) REV-1511 F~(. (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & IN R SI DENTEDECEDENTRN ADMINISTRATIVE COSTS ESTATE OF BETTY L. RICE FILE 21 Debta of decedent moat be reported on Sehedule t. ITEM NUMBER DESCRIPTION A FUNERAL EXPENSES: I - Ewing Brothers Funeral Home, Carlisle, PA ~• Carlisle Memorial Services, gravemaker and engraving B• ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Sheet Address --- city State Zip Year(s) Commission Paid: 2. Anomey Fees MARTSON LAW OFFICES•(estimated) 3. Family Exemption: (If decedent's address is not the same as claimants, attach explanation) Claimant Street Address city Sfate Zip Relationship of Claimant to Decedent 4• Probate Fees Cumberland County Register of Wills 5, Accountants Fees 6. Tax Return Preparers Fees 7. Register of Wills, filing fee, Inheritance Tax Return 3. Embarq, telephone service pending disposition of real estate (less refund) 9. PPL Electric Gtilities, electric service pending disposition ofreal estate 10. Roves Auction Services, appraisal fee 11. Property Management, condominium fees pending disposition ofreal estate I ~~ Clair Knarr, painting and supplies pending disposition of real estate I3. Cumberland Valley Decorating Center, painting supplies pending disposition of real estate I4. Zeiglers bfocing & Storage, disposition of personal property I5. So. Middleton To~~mship, seweriwater pending disposition ofreal estate 16. Robin K. Sollenberger, 3003 Real Estate Tax, No. ~•tiddleton Township property 17. Robert C. Carins, 3003 Rcal Estate Tax, So. Middleton Township property 13. Barb Peterson, house cleaning pending disposition of real estate 051 TOTAL (Also enter on line 9 Recapitulat'on) I g (lf more space is needed, insert additional sheets of the same size) AMOUNT 8,973.89 650.00 29,040.00 610.00 ] 5.00 36.50 332.31 35.00 I ,500.00 1,35000 149.01 865.03 396.00 69.25 I ,098.76 100.00 47 Continuation of REV-1500 Inheritance Tax Return Resident Decedent BETTY L. RICE Decedent's Name Page ~ 21 08 0519 File Number Schedule H -Funeral Expenses & Administrative Costs - 67. ITEM ] 9, Penn National Insurance, homeowner's insurance pending dispostion of real estate 20• Cumberland County Register of Wills, filing fee, Inheritance Tax return 96.00 21. EVP stock valuation 15.00 22. Cumberland County Register of Wills, additional probate 3.10 23. Ibis Appraisal Services, appraisal fee 50.00 24. Reserve for final accounting and costs related [hereto 1,260.00 500.00 SUBTOTAL SCHEDULE H•B7 I 1,914. I0 REV-7572 EX+(72-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Report debts incurred by the decedent prior to death which remained unpaid as of the date o} death, including unreimbursed medical ezpensea. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 • Outstanding checks on Cornerstone Federal Credit Union checking on date of death 5,000.00 2~ IEmbarq,accountpayable 3. IComcast, account payable 4. IPPL Electric Utilities, account payable 5~ (Carlisle Regional Medical center, account payable 34.22 18.96 92.97 16.98 TDTAL (Also enter on line 10, Recapitulation) ~ $ I I n ore spaces eeded nsed additional meets of ,he same si,.e) 5 163 13 REV-1513 EX+(9-0e) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAx RETURN RESIDENT DECEDENT EST NUMBER I. 3. 4. 5. 6. II. SCHEDULE) BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY E DISTRIBUTIONS [include outrig9ht spousal distributions, and transfers under Sec. 9116 (a) (1.2)J Barbara A. Bisdine 301 Sou[h Hanover Street Carlisle, PA 17013 Angela L. Reighard 30 High Street Boi]ing Springs, PA 17007 Amy L. Campbell 185 Goodyear Road Carlisle, PA 17015 Joseph & Marie Dyarman 16 Beazs Road Carlisle, PA 17015 Janet S. Houston 1865 Walnut Bottom Road Newville, PA 17241 Franklin Bistline 147 Glendale Street Carlisle,PA 17013 FOR ABOVE ON LINES 15 Do Not List Lineal Lineal Lineal Collateral NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Helen 0. Krause Animal Foundation P.O. Box 31 I Mechanicsburg, PA I?055 Dickinson Presbyterian Church I_' Church Road Carlisle, PA (,'015 TOTAL OFPART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET jlf mare space is sheets of the same size) ON REV-1 OFESTA7E 623,964.82 50,000.00 50,000.00 5,000.00 10,000.00 10,000.00 COVER 25,000.00 1 Q000.(lU LAST WILL AND TESTAMENT OF BETTY L. RICE I, Betty L. Rice, of Hampden Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my legally enforceable debts and funeral expenses, including all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II: I bequeath one of my shell-back corner cupboards to my granddaughter, Angela Reighard. ITEM III: I bequeath my other shell-back corner cupboard to mY 5randdaughter, Amy Bistline. ITEM IV: I bequeath any automobiles or motor vehicles I may own at my death, my personal effActs, household goods and antiques, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon, to my daughter, Barbara A. Bistline, providing she survives me by thirty (30) days. Should my said daughter predecease me or die on or before the thirtieth day following my death, I bequeath such tangible personal property and insurance thereon to my said granddaughters, Angela Reighard and Amy Bistline, to be divided between them with due regard for their personal preferences in as nearly equal shares as practical and as they shall mutually agree. I direct that any of the foregoing articles rot selected by my said granddaughters or about which there is ro agreement shall be sold at public or private sale by any personal representative(s;, and I further direct that the net f v - proceeds thereof shall be administered and distributed as a part of the residue of my estate. ITEM V: I bequeath the sum of Twenty-five Thousand ($25,000.00) Dollars to Helen O. Krause Animal Shelter, of P.O. Box 311, Mechanicsburg, Pennsylvania, to be used as said Shelter desires. ITEM VI: I bequeath the sum of Ten Thousand ($10,000.00) Dollars to Dickinson Presbyterian Church, of 12 Church Road, Carlisle, Pennsylvania, to be used as said Church desires. ITEM VII: I bequeath the sum of Five Thousand ($5,000.00) Dollars to Joseph Dyarman and Marie Dyarman, his wife, or the survivor, of 16 Bears Road, Carlisle, Pennsylvania, providing they, or either of them, survive me by thirty (30) days. ITEM VIII: I bequeath the sum of Five Thousand ($5,000.00) Dollars to Odette Finkler, of 12411 Nugget Court, Sun City West, Arizona, providing she survives me by thirty (30) days. ITEM IX: I bequeath the sum of Ten Thousand ($10,000.00) `Dollars to my sister, Janet S. Houston, of 1865 Walnut Bottom Road, Newville, Pennsylvania, providing she survives me by thirty (30) days. ITEM X: I bequeath the sum of Ten Thousand ($10,000.00) Dollars to my son-in-law, Franklin Bistline, of 247 Glendale Street, Carlisle, Pennsylvania, providing he survives me by thirty (30) days. ITEM XI: I bequeath the sum of Fifty Thousand ($50,000.00) Dollars to each of my said granddaughters, Angela keighard and Amy Bistline, providing such granddaughter survives me by thirty (30) days. ITEM XII: I devise and be every nature and :vherever situateeaothmthe residue of my estate of y s-aid daughter, Barbara A. Bistline, providing she survives me by thirty (30) days; otherwise, such residue shall be distributed to her issue, per stirpes, living on the thirty-first day following my death. ITEM XIII: I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, guardian of any property which passes, either under this Will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal, as well as income, from time to time for the minor's support, health and medical care, and education (including college education), or to make payment for these purposes, without further obligation or responsibility to see to the proper expenditure thereof, directly to the minor or to the minor's parent or to any person taking care of the minor. ITEM XIV: All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether passing under this Will or otherwise, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my residuary estate without apportionment or right of reimbursement. ITEM XV: I appoint my said daughter, Barbara A. Bistline, Executrix of this my last Will. Should my said daughter fail to qualify or cease to act ss Executrix, I appoint my said granddaughters, Angela Reighard and Amy Bistline, or the survivor, Executrices of this my last Will. Should both of my said granddaughters fail to qualify or cease to act as Executrices, I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania. Executor of this my last Will. ITEM xV=s I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, Z have hereunto set my hand and seal, this _ day of ~',,..,~ 1997. .! - ~ ' " `'-' [SEAL] The preceding instrument, consisting of this and three other typewritten pages, each identified b [3] Testatrix, was on the date thereof y the signature of the declared b ~ signed, published and y Betty L. Rice, 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 ether, have subscribed our names as witnesses hereto. ~~ ;`~' ;~ri1 ~~t ~,-- . ~~ ~~~ ` 7. ~ 1~ccw ~~ , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. We, Betty L. Rice, John B. Fowler, III, and Mary M. Price, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that she has signed willingly, and that she executed it as her free and voluntary act for the purposes 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/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by Betty L. Rice, the Testatrix, and subscribed and sworn to before thisy~John B. Fowler, III, and Mary M. Price, the witnesses, day of ).~ ~, 1997. P _ ~ _~._,_" \ ,~~ r Votary Public --- 7 ~ ~~ ~~at d C' EL 'i 7 ll ic. C ~ i~ 'L,C .I ~0 ~ "~L r A3tPlA a, -.iA IY Ted atrix I I~ ~~-~ g~ m~~"' 4ng~~T . ~!EC~ c.R PARCEL NO. Ip-43-OBp0-p_ 1~2U_~~~QQ~',~E;; ~F pEeUs "U~QERLAt10 COUNTY-PA DEED 'O1 NOU 1 p~ u ~,y MADE THE 3/s'-day of~;aBo-,~n the year of our Lord Two Thousand One (2001). BETWEEN LESTER W. BUCKS and CATHARINE M. BUCKS, husband and wife, of 3B Strawberry Drive, Carlisle, Cumberland County, Pennsylvania, hereinafter referred to as: Grantors, and BETTY L. RICE, single adult woman, of Cumberland county, Pennsylvania„ hereinafter referred to as: Grantee, WITNESSETH, that in consideration of One Hundred Flve Thousand and 00/100 Dollars ($105,000.00) in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantee, her heirs and assigns: ALL THAT certain unit in the property known, named and identified in the Declaration referred to below as "Strawberry Court Condominium," located in South Middleton Township, Cumberland County, Pennsylvania, which has heretofore been submitted to the provisions of the Pennsylvania Uniform Condominium Act, 88 Pa. C.S.A. Section 3101 et seq. by the recording in the Office of the Recorder of Deeds of Cumberland County of a Declaration dated December 17, 1987 and recorded on December 23, 1987 in Miscellaneous Book 344, Page 318, being and designated in such Declaration as Unit No. 38, together and including the detached garage, said Unit and detached garage, being part of said Unit is more fully described in said Declaration, together with a proportionate undivided interest in the Common Elements (as defined in said Declaration) of 1.813 percent. BEING the same premises which John M. Trimmer, Jr., and Dorothy E. Trimmer, by Deed dated November 23, 1990 and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book W, Vol. "34", Page 632, granted and conveyed unto Lester W. Bucks and Catherine M. Bucks, Grantors herein. TOGETHER with all singular the streets, ways, water, watercourses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging or in any wise appertaining, and the reversions, remainders, rents, issues and profits thereof; and all of the estate, right, title ,interest, property claim and demand whatsoever of said Grantors, in law, equity or otherwise howsoever, of, in and to the same and every part thereof. ~:~or 249 Pace 169 -" -~ ~ -._-rit ~ ~' __ .. _ , r TO HAVE AND TO HOLD the said Unit, to include the detached garage, above described, and the heredRaments and premises hereby granted or mentioned and intended so to be, with the appurtenances unto said Grantees, their heirs and assigns, to and for the only proper use and behoof of the said Grantees, their heirs and assigns forever. AND the said Grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said Grantors have hereunto set their hands and seals the day and year first above written. SIGNED, SEALED AND IN THE PRESENCE OF, (seal) LESTER W. BUCKS 4~ia,... 7fi i~.~`.- (seal) CATHARINE M. BUCKS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND )~ SS. t On this, the,~day of Q~a~G1~ undersigned officer, personally appeared LESTER W. BUCKS and CATHARINE M. BUCKS known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. (seal) ?ACF 17Q i ---~_ IN WITNESS WHEREOF, I hereunto set my hand and official seal. CERTIFICATE OF RESIDENCE I hereby certify that the precise residence and complete post office address of the within Grantee is 36 Strawberry Drive, Carlisle, PA 17013 ~~~ '3~ , 2001 Attorney for Grantee COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND )~ SS. Office of the saidCCounty iDn Deed Book daVo ume ,Page A. D. 2001, in the Recorder's Given under my hand and the seal of the said office, the date above written. I Certify this to be recorded Re order A :%+~'"• ~° ~~ .r "-+1: ,.,, , e(.\ .- ., ~~ o ~:: t. Recorder of Deeds I rt ~~r~~ "„ ~ ~ ~ ~ ~. N ~ ~ ~ H N 11 VVV ~~ ~~ ~ q ~ N ,0 Y 1 I'~ ~ O BR/EN, BAR/C 8 SCHERER ^~ Ii » WES rSOUTH STREET ~ ~ ~ CARLISLE, PENNSYL VAN/q /7pj~ $, ~ Jt ~ ~ 5' , e o I ~ , .. .. o~ }~~a~o<_~ - B~o~"249 eACI: 171 - -- ~'~ H:nn in~"~ocb ~ ~n remrAn tpR-0aw~ enr 1 i r t k ~ RECORDER O! rfoa NS 'C J ~/ ~~ (/~^/ ~V l` Rf.0R0E a-nr4 V4+. ~ ~ EYMef RlAXO EO~MfY IEMMSilY1N1A MADE THE ~/ s' FfE 11 9 a~ AH' s! °"' Lord °^, Noueaad Rdne Aaadred eevent~p o) December is ~ pew 18 Y-eight (1978) BETWEEN BETTY LOUISE RICE and WpyNE B, TITUS, Executors of the Ea to to of Elwood M. Janke, deceased, late of Weat Pennaboro Township, Cumberland County, Pennsylvania, parties of the fire[ part, herein called the axd BETTY L. RICE, eingl e, of Hampden Townshi O+antoq Pennsylvania, party of the second part, herein ~calledrthed Covnty, WITNESSETN, !An! ix aaaeidarotioa of One (51.00) ---___--_-_ _ GRMea m AaM Paid, the reeeipt wAereo/ ie Aereby aaMwialed0ed, Ue said araxtor a da -_ _ ~~n, and aonvay to tM said Drimtee her heirs and ass igna, Aen6p prual ALL of the following described tracts of land, situate in the Borough of Carlisle, North Middleton Township, Middlesex Township and Upper Allen .Township, Cumberland County, Pennsylvania, more pertlcularly bounded end described as follows: TRACT NO- 1: Bounded on the north by Interstate Route No. 81; on ' t e east y the, Le tort Spring; on the south by land now or formerly of Mervin S. Thuaama, et ux. and the Borough of CaYllsl e; and on the west by South Hanover Street. TRACT N0. 2: A strip of land on the went aide of South. Hanover Sreet and bounded on the north by In tars to to Route No. 81; and-on the south' by land now or formerly of W,H. Garland, aC al. TRACT NO. 3: Bounded on the north byr land now or formerly of Jack K. Ca ag an, et ux.; on the east by South Wee[ Street; on the south by Noble Boulevard; and on the west by an unnamed street. Containing 0.69 acres. BE INC Lot No. 4 on a sub-division plan for the Elwood Company, Inc., recorded in the Office of the Recorder of Deeds in and for Cumberland County in Plan Book 24, page 24, UNDER AND SUBJECT, never thelesa, to a Lease Agreement between the Elwood Company, Znc, and Mobil 011 Corporation, a memorandum of which Lease Agreement is recorded in the OFf1ce of the Recorder of Deeds aforesaid in Misc. Book 175, page 1024. 'RACY '10. 4; A triangular shaped tract of land, bounded on the nor[ is ast ~y South 'lest S[re¢t; on [he south by land now or 2c rr:erly of ., ack K. Callaghan, e[ ux.; and cn Ole northwest by an unnamed ::tree[. Containing 0.49 scree. :~Ei:7G Lot )70. u of a su' - recor. o-divie i~.n pan far [he Eiwcod C,n an ied in [he Office of [he Recorder of 7e ed ' P y, Inc., ~oe,c «, page .v, s .; Futesaid in Plan -'~uT O• ?: Sounded on the north by :and roe ur formerly of Hall- naya; on t e east by the center 11ne of Legislative Route 40; on by e[heu¢as to rnara,now or fonscrly of Hall-Waggoner; and on Che west i nterchang¢. Containingw0y241ac res, CTOre re $11 ass~arliale Turnpike ''-- ••in\~uuT+~or 3for_.e rlynofhAseac is tad 2ro parties of Cerlis Ie ~~iln~ast on she couch by land now or formerly of Ki.:,a, Inc.; and on Che west ___- -- ------ ---- erc~;~28 rlc; 540 ;r'i, P i ~., c , by land now or formerly of Kima, Inc. UNDER AND SUBJECT, nevertheless, to a Lease Agreement and Optlon between the Elwood Cov~pany, Inc, and Culf 01: Corporation, which said Agreement is recorded in [he Office of the Recorder of Deeds righ is aof saidSCulfB0i1 Corporation Sunderga tRi rh ti th, however, all . dated April 20, 1964, and recorded in the Office aforesaidglnemenC Misc, Book 165, page 1101. TRACT N0. 7: Bounded on the north by the center line of Eaet n ng 1 Road; an the east byy land now or formerly of G. Harold Tr imm~er, et ux. and others; on the south by land now or formerly of Claize; and on the west by land now or formerly of H.K. Miller and oche re. Containing 8. g7 acres, TRACT N0. 9: Hounded on the north by the center line of East Winding FLfII oa on Che east by Tract No, 7 hereinabove described; on the e ouch by land now or formerly of Norman W. Dyer, et ux.; and on the west by U.3, Route No. 15. Containing 0.63 acres, more or less, TRACT NOS. 1 THROUGH 4 INCLUSIVE, being situate •n Che Borough of Car s e; ract o. sing a tua to in North Middleton Township; Tract No. 6 being situate in Middlesex Township; and Tract Nc a. 7 and Pennsylvania. bAllgof irks therelnpdeacribed tree to iof land ebeind County, of the same tree to of land which the Elwood Company, Inc., a Pannay- ~ lvania Corporation, formerly named Jenks, Znc „ g part merger to the Elwood Company, Inc., a Weat Virginia Corporationy by its Deed dated MaY 10, 1974, and recorded in the office afore- said in Deed Book P' Vol. 25, page 541, granted and conveyed to [he F.s [a to of Elwood N. Jenks, deceased, Elwood M. Jenks died testate on August 27, 1973, and by Item III of his Laet Wi11 and Testament, duly probated in [he Office of the Register of Wills in Ti tus~ Execu Cors nofOhis tLaetpandnW ed Betty Louise Rice and Wayne B. being Che grantors herein. 11 and Testament, said Executors The said Betty Louise Rice ie the same person ae Betty L. Rice, the giantee herein, and by Item LI of said Last Wi11 and Tee tamen t, the said Betty Loulae Rice ie the sole beneficiary of the Ea to to of Elwood M. Tanks, deceae ed, the grantor herein. Accordingly, the within conveyance ie exempt from all realty transfer taxes, • And du cold Drontore Asraby owsnoat scut scree that they wnll ynrrrant specially the DrvBerty hereby cmvryed IN WITNESS WHEREOF, acid Drantore have Aeraunto pt Choir hands and seat tM day and year hnt above written, Thor Ee late of Elvood M. Jenks, deceased 8igneD, Sea1tD anD TJt(tbenD 1 ~- _ -._ .._.-.___._-___._._..._......._.....__.... coca N the }7re8ente of Z7-r,T/. _ Bet ~ `' r~` (~1 _~/, y Lou ore Rice .-- Wa B. Ti tu• `.... ewer. ' EXECUTORS Stets o/ penneylvenia )) CO1pK1'ol Cumberland }u. ~ ~~ ~ 31st day o) l) December .7878 , be/ore ms, °f at~henEe tat~of DE~MJe ka,r deceasedLouiae Rice, one of the Executors Arlou+u~~~and yl ~MAa~t bs thsDneon whoreclams ie subscribed to tAe wadk{n ms de she contained executed same Jar the yurpoaee tAardn !N WITNESS WR'EREOF, I hereunto ss6 my Aand•and rogtciat aeW, .. '_ I~~:_:~:'Y 1:. U ",!'*Yls of (Td[2sr.l_:~.~'l' State of Pennsylvania ~ Mou oie i. cont. n,ramPuplF ~ ' d YS,9a.6Mbl aeEt„ 41~i' County of Cumberland ~ w. r [o,M„I;;,,, [.r~ a prw7a9,1~bjq''r.::. Q!r this, the 23rd day aJ ..._ February , 187 g. , be the underaipnad o8lear, Toro me, of the Estate of E~e ~er deceasedB~ Titus, one of the Executors ~!~ r Mme (or aatial ~~~la~ad J to 6s tlu Devon whose name ie aubaoribed to Ne mnlai+ud • and d8 tAat he ezeeuted came /ar the IN WITNESS WIlER.EOP, 7 der , DkrpoeeO therein sumo set my A sea; ~" yr ~p ~t '~nl.I A e, ~~' of :."ti `' ~ or Ye4_ 1a urn~El20YlE NCyy,q _/~ ~Yy1 M C ;n.~ ~PS. 'lytt~ ._. r- a :].;sax °J Ogksr. I 'o hared/ tern'ly that the err eve res of rw and emrtDRN Doetto~ r.tdreal o/ the ,cithin named p>rsnfee u 1422 Yoik to,.rtie Rnad. Mac nanic,lburg, .. Pennsylvania 17055. eebruary ..17 18 79 ~5 ,~ - ~~----- scc~~.'8 less 542 ..-_'3-~_^'_- _r czar ~escr:Ft:cn ,_9"/s }: Lori 3.a 3._6.. - c A '~ =aC -_3622 JC; i65~AQ ^~J. CF:.i::.:. _:: .ti`. ~-'T'GL ~ 'SY'_32C ~; [9 PR.n~ 2n P,F is%M A YcC~y C :3. Ca. Ce: '''[al Ascr.:a:: ¢SL3C9 '-, '- _ _ _ Sle 3r. 3r„ cc 7 - - __ a5..-,.,, 3.d J.:6%CC Bitl _C._66:CC ,CORNERSTONE t L n e o n .~lenrber founded -Service based May 15, 2008 Manson Law Offices Victoria L. Otto 10 East High Street Carlisle, PA 17013 RE: ESTATE OF Betty L. Rice Victoria, P.O. Box 1181, 5 East Gate Drive, Carlisle, PA 17015 Telephone (717) 249-1661 FAX (717) 249-8208 www.cornerstonefcu.cooo At the time of her death Betty L. Rice was a single owner of a savings and a checking account. Listed below is the information requested per your letter dated May 9, 2008: ~- (I) -Account Numbers (2) -Date the account was opener -Manner in which the account was ..~ - oaiance as If you require any additional information, please do not hesitate to contact me at 717-249.1661 ext 240. Sincerely, ~ ~; ~ ~ ~i %.'/ Donna ). Mickey ~ Financial Services Administrator : r_.'.,~R SAv,; C S ~i_CGI~,~ ~j ~EDLRALCf IN' ~ ~~RED TO -_._-_._ I ~~,1:~~ 3Y 1-NE IVia ~:O~;AL C..RcDIT i~^nON r~l :`.I?., ~ NA i'.CN Vs156yge+55tl xi: [N, 17172496277 ING ~ Jura 12, 2008 BARBARq B[STLINI's 1359 CEpRGg'rOWN CIRCLH CARLISLE PA f7p13-47ps Re: OBGfLSb - Bctty Rice Deur Ms. Bistline: 11.09~U1 e.m We received Your request for the wmmuted value quote for the above policy. ~fle roo+muted value as of 1Nay 2, 2008 is 327,572.68. oe-1a zaae PAGE 01 If you have qve ~uns,~or iou~ ~~.A ~ ~formadon, please call our Contact Center; p.m., and Friday 8:30 a.m. to 5:30 Customer p.m.. Fastem day through Thursday. 8:30 a.m. to 6:30 Tune. Sincerely, . Annuity Policy Owner Services seh ~ Y'G t'il,lnYw,~~ yp ~h Ititrox[r Cargywy rp ~-.+~ Strcee Oer !Tunrt L1 r~>aq,.h7v i. i