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HomeMy WebLinkAbout09-22-091505607120 REV-7500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 9 0 0 1 6 6 PO 60X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 174 05 3820 O1 20 2009 Decedent's Last Name OTSTOT (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Date of Birth 11 27 1912 Suffix Decedent's First Name MI WILLIAM J 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 C' 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) ~~ 4. Limited Estate qa, Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estate Tax Return Required ~,`X-~ g Decedent Died Testate ~I ~ Decedent Maintained a Living Trust S. Total Number of Safe Deposit Boxes ---- (Attach Copy of Wilp -,~ (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 1 p, Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MICHAEL L. BANGS 717 730 7310 Firm Name (If Applicable) First line of address 429 SOUTH 18TH STREET Second line of address City or Post Office CAMP HILL Correspondent's a-mail address: State ZIP Code PA 17011 REGISTER OF WILLS USE O~Y C'~ c-' c i-~ ~ . _ _ ~ ,.::a _~~~ " ~.r - r_ C.J r`_j,_ _ _; J - ~ ; DAT~I D ~~ - ~~ .t , _ -` ,~ I - . -=, +, L„` ~ under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and complete. Declaration of preparer other than the personal representa[ive Is based on all information of which preparer has any knowledge. Janie R. Baker 883 Siddonsburg Road, Lewisberry, PA 17339 ,SIGNATURE OF PREPARER OTHER T EPRESENTATIVE DATE (//~ ~_ Michael L. Bangs ? c s ADDRESS 429 South 18th Street, Camp Hill, PA 17011 Side 1 1505607120 1505607120 J 1505607220 REV-1500 EX Decedent's Social Security Number DecedenPsName. Wi~Ilillfl .~. Otstot 1 7 4 0 5 3 8 2 0 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 & Notes Receivable (Schedule D) ........................................................ .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... . 5. 87,602.09 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............ . 6. 4 , 3 7 9 0 6 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............ . 7. 1 9 9, 6 2 4 2 7 8. Total Gross Assets (total Lines 1-7) ...................................................................... . g. 2 9 1, 6 0 5. 4 2 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... .. 9. 13,859.96 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. .. 10. 244.56 11. Total Deductions (total Lines 9& 10) .................................................................... .. 11. 1 4, 1 0 4 5 2 12• Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 2 7 7 . 5 0 0 9 0 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. 2 7 7 , 5 0 0 9 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .t)o 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable 2 7 '] , 5 0 0 9 0 at lineal rate X .045 16. 12 , 4 8 7 5 4 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 .15 0. 0 0 18. 0 0 0 19. Tax Due .................................................................................................................... . 19. 12 , 4 8 7 . 5 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505607220 1505607220 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-00166 DECEDENT'S NAME William J. Otstot STREET ADDRESS Country Meadows 4837 Trindle Road CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty 11,800.00 621.05 Total Credits (A + B + C) Total InteresUPenalty (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 Line 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) (2) (3) (4) (5) (5A) (5B) 12,487.54 12,421.05 66.49 66.49 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................. ^ ^ b. retain the right to designate who shall use the property transferred or its income :.................................... ^ ^ c. retain a reversionary interest; or .................................................................................................................. d. receive the promise for life of either payments, benefits or care? ............... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without u receiving adequate consideration? ....................................................................................................................... ^ ^ 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. -, - __ r__ 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)]. 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. Rev-1508 EX+J6-98) scHEOVCE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Otstot, William J. 21-09-00166 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right of survivorship must be disclosed on schedule F. t~~ iiwia sNece Is neeaeD, aoomonal pages Dt the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Otstot, William J. 21-09-00166 If an asset was made Joint within one year of the decedent's date of death, It must ba reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Janie R. Baker B. C. 883 Siddonsburg Road Daughter Lewisberry, PA 17339 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 PNC Bank -Checking Account 4,042.95 50 000°/d 2 021 48 #5004980352 . , . 2 PNC Bank -Checking Account 4,715.16 50.000% 2 357 58 #5140223559 , . TOTAL (Also enter on Line 6, Recapitulation) I 4,379.06 (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 F (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Otstot, William J. 21-09-00166 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 American Funds -Account No. 941362787. Paid 17,278.84 17,278.84 to decedent's daughter Janie R. Baker. 2 ING Life Insurance and Annuity Company - 38,252.40 38,252.40 Annuity Contract No. 4000082809989SP. Paid to decedent's daughter, Janie R. Baker 3 ING Life INsurance and Annuity Company - 22,832.77 22,832.77 Annuity Contract No. 4000074579989. Paid to decedent's daughter Janie R. Baker. 4 ING Life Insurance and Annuity Company - 11,552.14 11,552.14 Annuity Contract No. 5000031099989. Paid to decedent's daughter Janie R. Baker and son-in-law, Harold Z. Baker. 5 MetLife -Contract #940012564. Paid to 86,040.77 86,040.77 decedent's daughter Janie R. Baker. 6 MetLife -Contract #940012571. Paid to 23,667.35 23,667.35 decedent's daughter Janie R. Baker. TOTAL (Also enter on Line 7, Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 199,624.27 Form PA-1500 Schedule G (Rev. 6-98) REV-1151 Ex+t1Z_gg) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Otstot, William J. 21-09-00166 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached 1,159.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Janie R. Baker Social Security Number(s) ! EIN Number of Personal Representative(s): Street Address 883 Siddonsburg Road city Lewisberry State PA Zip 17339 Year(s) Commission paid 5,000.00 2. Attorneys Fees Michael L. Bangs 5,000.00 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. Probate Fees 310.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 750.00 7. Other Administrative Costs 1,640.96 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 13,859.96 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 Otstot, William J. 21-09-00166 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Janie Baker -reimbursement for funeral luncheon/cemetery 570.00 2 Stone 8~ Murray Funeral Home 589.00 H-A Subtotal 1.159.00 Other Administrative Costs 3 Cumberland Law Journal -estate advertising 75.00 4 Social Security Administration -Refund of January 2009 benefit 1,420.90 5 The Sentinel -estate advertising 145.06 H-67 subtotal 1,640.96 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (6-98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COFN~AONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Otstot, William J. 21-09-00166 Include unreimbursed medical expenses. i~~ iiivic oNaoc IJ neeaea, aaalaonal pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Otstot, William J. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I~ TAXABLE DISTRIBUTIONS [include outright sppousal distributions, and transfe under Sec. 9116(a)(1.2)) See attached schedule FILE NUMBER 21-09-00166 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT Words Do Not List Trusteelsl ( ) ($$$) Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0 ~~ Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHED~JLE J Tne BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: William J. Otstot 01/20/2009 174-05-3820 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) ~ r~nur~w aaKer ~ranason 558 Old Quaker Road Lewisberry, PA 17339 2 Harold Z. Baker Son-in-Law 883 Siddonsburg Road Lewisberry, PA 17339 3 Janie R. Baker Daughter 883 Siddonsburg Road Lewisberry, PA 17339 4 Scott Baker Grandson 8200 Royal Scarlet Drive Baldwinsville, NY 13027 5 Laura Hardin Granddaughter 202 Carey Lane Elizabethtown, KY 42701 6 Cheryl Marshall Granddaughter 866 Cardinal Lane Lewisberry, PA 17339 Ten percent of residue Sixty percent of residue Ten percent of residue Ten percent of residue Ten percent of residue 1 ~°h, ~5. 2'~~.~9 12; 1`;a~M N~NC ~Ah'f( 41l-IR.M~-1141 ~`~~ tt?rAbtNG 7FtE WAY February 2b, 2009 Michael L Bangs Attorney At Law 429 South 18~' St Camp Plill PA 17011 RE: William J Otstot SSN: 174-OS-3820 DOD: ill -20-2009 Dear Mr. Bangs: In response tp ypur request fpr Date pf Death (DOD) balances for the customer noted above, our recoxds show the fp11ow3.r~g: Checking Account Account # 5004980352 Established: 09-27-2006 WILLIAM ] OTSTOT JANE R BAKER REP PACE); DOD balance: $4,042.45 + 0.00 accrued interest Account # 5140223559 Established: 06-18-2002 WILLIAM J OTSTOT JANTE It BAKER DOD balance: $ 4,71 S.l 6 + 0.22 accrued interest Savings Account Account # 50057$8071 Fstablished: 03-28-2008 WILLIAM J OT5TOT DOD balance: $ 87,357.88 ~- 26.70 accrued interest Investment .Account The decedent maintained Ynvestment Account 65040757. For further information, you may call the Bxokerage Department at I -800-762-6111. Page 1 of 2 cu. LU, Lt1U7 !L. 17!IYI f!UL DnIU~ 41L ~~~7-L 141 P Please note that this ol~ice provides date of death batances for deposit accounts (IRAs, CDs, Checking and Savings}. We do not process any financial transactions or provide statements. Zf you. need assistance with any of these items, please call 1-888-PNC-BATS (1-8$$-7~2-225) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC Page 2 of 2 04/01/09 13:12 FAX 515 457 4400 - _.__ COVA i~~G jV,,:, 11001 MetLife P.O_ Box 10366 ~ ~ ~ ~ Des Moines IA 50306-0366 ~ ~ ~~ ~ ~~. 1-80D~43-8496 Fax To: 'Holly From: Eric S. Machholz Fa~c 717-730-2241 Pages: (including cover) Phone ~~ April 1, 2009 Re: Date of death values CC: Fax: Urger:t ^FOr Revi®w ^ Please Comment ^ Please Reply ^ Please Recyds • Comments: Contract Date of Beath Account Value on this Date 940012564 January 20, 2009 $86,040.77 940012571 January 20, 2009 $23,667.35 IMPORTANT: TNIS MESSAGE IS INTENDED FOR THE USE OF THE INDIVIDUAL OR ENTITY TO WHICH ADDRESSED AND MAY CONTAIN INFORMATION THAT IS CONFIDENTIAL, IF TiIE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE EMPLOYEE OR AGENT RESPONSIBLE FOR DELIVERING TMIE MESSAGE TO THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISSEMINATION, DISTRIBUTION OR COPYING OF THIS COMNUNICATION l5 STRICTLY PROHIBITED- IF YOU HAVE RECEIVED TH15 COMMUNICATION IN ERROR, PLEASE NOTIFY US IMMEDIATELY BY TELEPHONE TO ARRANGE FOR THE RETURN OF THE MATEgIALS. THANK YOU, ~unerican Funds = Histvr.>ica! Acc.c~unt Balance Hisfiarical account balance « aeturn to Account Summary As of January 20, 2009 Testa{ vaiu>~: $17,x,78.84 Non-retirement accounts: $17,278.i3~- Retirement accounts: $0.00 k'n.ge t et i Help with thi~a page i~ Print this page Select a_ dit~'ereett date WILLIAM J OTSTC)T PA/Y4D Atcaunt: 941362787 .iANiE RAE BAKER Fund Name Shares NAV Market Value January 2Q, 2p00 January z0, X009 January 20, 20D9 NEW PERSP~Ci-'!VE FUND - A (07} 1,014.6X2 $17.03 $17,278.$4 Account Total: ~17,278.8~4 As of January ~0, 2[109 Tatai value; $II,7r278.Sa Non-retirement accounts: $17,278.84 Retirement accounts: $0.00 _..-_.,..M...........,_ -.~...,_,..._. ___ -_- ._.--.-___..- .. _. _ . _...__ _....... _. .. __ _..... 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OTSTOT, of 3605 Kohler Place, Apartment 15, Camp Hill, Ciu~nberl~ind Count~~, 1?en.nsylvania, declare this to be my last will and revoke any will previously n:~,ui~~ by nle ~~ ~~' J ~~'~ ITEP~~t I. 1 direct that all my just debts and funeral expenses, including my gravemarker :~~ _, ,`~, ar~_d ~~ll expe>>~ses of my last illness, and any and all taxes and assessments imposed by any ~) •;,. ~~~'~~ gc~v;rnmentzl body as a result ofm death, whether on ro ert Y p p y passing under this will or <~--'`~4., of:_~.r-rwse. sI~<xll 17e paid from my residuary estate as soon as practicable after my decease as a ~ ~, <~~' -' paa•t cif the expense ~~f the administration of my estate. ~, ~~ a ~~~ ~~ ,, ITEl1-T II. I give and bequeath all of my household goods, automobiles, jewelry, and all ~~~~ \ ;c, other articles of household. and personal use, equipment and ornament, together with all •~ ~~ ~, ~,.,, y•~, in;~urance thereo~i and relating thereto, as follows: A . SIXTY (60%) Percent, in equal shares, to Janie K. Baker and I Iarold 7. Balser, or the survivor of them, provided they survive my death by thirty (30) days; B. T:~N (10%) Percent to my granddaughter LAURA HARDIN, provided she, survives my death by thirty (30) days. Should she predecease me or be deceased on 1:he thirty-first day after my death, her share shall go to her issue per stir-pes in equal shares, as survive my death by thirty days. C. TEN (10%) Percent to my granddaughter CHERYL MARSHALL, provided she survives my death by thirty (30) days. Should she predecease me or be deceased on the thirty-first day after my death, her share shall go to her issue per stirpes in equal shares as survive my death by thirty days. D. TEN (10%) Percent to my grandson ANDREW BAKER, provided he survives my death by thirty (30) days. Should he predecease me or be deceased on the thirty-first day after my death, his share shall go to his issue per stirpes in equal shares as survive my death by thirty days. E. TEN (IO%) Percent to my grandson SCOTT BAKER, provided he survives my death by thirty (30) days. Should he predecease me or be deceased on the thirty-first day after my death, his share shall go to his issue per stirpes in equal shares as survive my death by thirty days. ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of any possessions and estate of every nature and wherever situate as follows: A. SIXTY (60%) Percent, in equal shares, to Janie R. Baker and Harold Z. Baker, or the survivor of them, provided they survive my death by thirty (30) days; B. TEN (10%) Percent to my granddaughter LAURA HARDIN, provided she survives my death by thirty (30) days. Should she predecease me or be deceased on the thirty-first day after my death, her share shall go to her issue per stirpes in equal shares, as survive my death by thirty days. 2 C. TEN (10%) Percent to my granddaughter CHERYL MARSHALL, provided she survives my death by thirty (30) days. Should she predecease me or be deceased on the thirty-first day after my death, her share shall go to her issue per stirpes in equal shares as survive my death by thirty days. } D. TEN (10%) Percent to my grandson ANDREW BAKER, provided he survives my death by thirty (30) days. Should he predecease me or be deceased on the thirty-first day after my death, his share shall go to his issue per stirpes in equal shares as survive my death by thirty days. \ E. TEN (10%) Percent to my grandson SCOTT BAKER rovided he ~P survives my death by thirty (30) days. Should he predecease me or be deceased \ on the thirty-first day after my death, his share shall go to his issue per stirpes in O equal shares as survive my death by thirty days. ITEM IV. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. ITEM V. I appoint my daughter, JANIE R. BAKER, executrix of this my last will. Should my said daughter predecease me or otherwise fail to qualify or cease to serve as executrix of this my last will, I appoint my son-in-law, HAROLD Z. BAKER, executor of this my last will. ITEM VL In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court 3 ~• approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by theirs; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any princi,~le of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to 1 ase for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VII. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand t'.iis ~~ r r~ ~ day of ~~ , 2002. ,/, -, ~ . ~~_ - L WILLIAM J. OTSTCJ 4 The preceding instrument, consisting of this and FOUR otl.er typev~n•itten pages, each identified by the signature of the testator was on the date thereof signed, published, and declared by WILLIAM J. OTSTOT, the testator therein named, as and for 1?is last will, in the presence of us, w11o at his reduest, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. 5 COMMONWEALTH OF PENNSYLVANIA ) ( SS: COUNTY Or CUMBERLAND ) The undersigned, being the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. //~~//JJ WILLIAM J: OTSTOT Sworn or affirmed to and acknowledged before m by the tes ator/~named above this ~vYY.~d~Y of,,,,,~~,( ~~/^ , 2002. U 1l48)'t~l~~A~, ~~t~i /fir..: .:._... ...... _..: -.,. '- COMMONWEALTH OF PENNSYLVANIA ) ( SS: COUNTY OF CUMBERLAND ) 9 _ WE,~~~.r'~<<< ~ l 'C?~~~ ~s and ~)~G~ ~ J ~~'-~~, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last will; that he signed it willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the wi I I as witnesses; and that to the best of our knowledge, the testator was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and ack ~ wledged ~Qefo~e me this ~ ; ` ~ i; o ary Public ~ ,.,.. ~, C r ~ ~.te ~ F Faq f,,•~m Yi ..M...... _ c Ssi':.., .. +...~.....v. .a-...*~ 429 SOUTH 18TH STREET CAMP HII.L, PA 17011 E-mail: mikebange~verizon net MICHAEL L. BANGS, Attorney-at-Law WENDY K. STRAUB, Paralegal $~NCS I.~IlY O~IC~ September 21, 2009 PHONE: 717-730-7310 FAX: 717-730-7374 WILLIAM E. MILLER, JR. Of Counsel Glenda Farner Strasbaugh, Register of Wills ~C~ - Cumberland County Courthouse `~ ~ n One Courthouse Square ~- _,., ; ~ ~, _ Carlisle, PA 17013 _=~~>.-~- ~- N - ~ - RE: Estate of William J. Otstot ~ - File No. 21-09-0166 ~ ~ ~ : . ;~-.; ~ . ,_ rn Dear Mrs. Strasbaugh: Enclosed you will find the following: 1. The original and one copy of the Pennsylvania inheritance tax return; 2. The original inventory; 3. A check in the amount of $ 66.49 to pay the remaining tax due; and 4. A check in the amount of $30.00 to pay the filing fee. Kindly file the return accordingly and return a paid receipt to me in the enclosed, stamped, pre- addressed envelope. Thank you. Very truly yours, Michael L. Bangs wk s Enclosures cc: Mrs. Janie R. Baker ~t. ^... r ,_. ~r r/ , i <<, ~ '~. _ _~ W ~ a o M .~~ v ~- r- Nf ~ ` V o ~ a ~ N¢ ~o ¢ U _- ~, r "q NW O p~ O a ~g ZOD9 SEP 22 PPS !2~ 46 CLE~t~ ~. - nt-`~, 1 n • i•`` r,~ w U yr, Fti '.y Gi+ s o W «~ r- O ~' '~ ~~ ~ ~a a ~~ ox ~ ~ ~ ~ U 3 0 ~. a~ r+ • •~-~ Vim] O ~ ° °~' ~ U ~ ~ ~ gyp' M_ ~ ~ O U p ~ ~ ~ U O 'd w ~ ~ a ~ ~ o~ -a ~ U .~ ~ ~ ~, O ~' ~ ~ C7000