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HomeMy WebLinkAbout09-14-09J REV-1500 EX (05-04) PA Depanment of Revenue Bureau of Individual Taxes Dept. 280601 Harrisburg. PA 17128-0601 15056041046 OFFICLAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN ~y,~y ~-~ RESIDENT DECEDENT ~~~ !/k7 4 ~~~(~ S~/ ENTER DECEDENT INFORMATION BELOW Social SecudTy Number Date of Death •~F ~ , ,~ k ( ~~v.F~~ Decedent's Last Name Suffix n _ Q' sad ~ p$ r G ~ ~ ~ I, a,~~n,x G.. , .:., (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix it ,~. s-•y~ ~ ~ '. ~~ _._ w Spouse's Social Security Number Date of Birth n~,m, l..,t ~~~~~..f` Decedent's First Name MI Spouse's First Name MI `"T" '"""~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~.. c ~ ~ _,a REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW i 1. Odginal Retum O 2. Supplemental Retum O 4. Limited Estate ~ 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received CORRESPONDENT - THIS SECTION MUST BE COMPLETE Name `7~~ ~w ~ ~~., . .gym, m~~" = aCw3d ~° '~ ~ ~ ~ xv O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust) O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Retum (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required "~'~ 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) ). ALL CORRESPONDENCE AND CONFIDENTI ,;~ ~ ~',f w : ~J ssi- z Firm Name (It Applicable) } ua> xiw rcan u' w o-F ,~a xJ AL TAX INFORMATION SHOULD SE DIRECTED T0: Daytime Telephone Number ~; ~~ ,. First line of address ,a+ yr .i.:.z .wv ~. r....rn .s .rtR"FF:an Y*YS. cz ~. .. P. vxn« w~i r.. ,xrFa~,.1 ., ., ., ••. Second Ilne of address t a fi r .,. g f pp ~ i 4 4 u .¢ .: ~~sac dN41c+'nv ~ Re~.tlf+9+:'4.~aR?.+na :3 OYIVR ..- _ ,'r. .-t~i.'T^.3Y. ~,h City or Post Office State ZIP Code ~~ n ,.~, r~~.r ~K~ ~, r REGISTQItjOF WILLS U NLY ~ ~~~ ~ c) , ,. T, m p~~ _. '~ 'm n r-~p 0 ~ C-' tJG = i~ DATE FILED '• ~ ` n f Correspondent's e-mail address: /V~j~/ Under penalties of perjury, I declare that 1 lieu examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tme, correct and complete. Declaration of preparer other than the personal representative is besetl on all infortnegon of which preparer has eny knowletlge. SIGNAD7RE O DLE FOR FILINd'RETURN HATE Side 1 15056041046 15056041046 J _J 15056042047 REV-1500 EX Decedent's Social Security Number RECAPITULATION 1. Real estate (Schedule A). .... .. ..... ... .... .. 1 .T ,, ,.; ,.! •,.: „ 2 ~ ~ ~ '~~ 2. ... ..... .... . Stocks and Bonds (Schedule B) .. ,. ., r N.#, 1„ r ~ ~.gG,~, - f ~§a. a 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. 3 ~swx~a+~:,t=* ^KT~:-~':•r #,, A~~,*E## ~ ~,,. .~, 4. Mortgages 8 Notes Receivable (Schedule D) ......... ................ .. 4. . ". ,; ,., ', , <, „ , .. erly (Schedule E) llaneous Personal Pro it 8 Mi k D .. 5 ~ ,/P~ a' ~ ~ 5. .... p sce Cash, Ban epos s ~ x x~ #~m~; ; 6. Jointly Owned Property (Schedule F) C Separate Billing Requested ..... .. 6 .,.. ,~,. +!; 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property ~. - (Schedule G) C Separate Billing Requested...... .. 7 .y.,,.yx; ,. ,>_ -x., ~., , r . 8 Total Gross Assets (total Lines 1-7) ................ .......... ...... .. 8 ~ y ~~ ii~f~f~~t s ~ ~ 9. P ( ) ....... Funeral Ex enses 8 Administrative Costs Schedule H .......... .. 9 ~>.~ ~~~~' 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ...... ... ...... 10 ~ ..+ 11. Total Deductions (total Lines 9 8 10) .... .......... ........ ... ...... 11. ~'/ (/*.`7 "' ` 12 . y 1~ ?i~ ~` 12. Net Value of Estate (Line 8 minus Line 11) .......... .......... .. ...... > ! 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 ~~' ~~ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable ai the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_~ 16. Amount of Line 14 taxable at lineal rate X .0 j~"' ~ ~-/ ~ ~~ 3 +. f 17. Amount of Line 14 taxable .., at sibling rate X .12 + 18. Amount of Line 14 taxable - at collateral rate X .15 ~~~~ . 19. TAX DUE ...... ......... ........ .......... ......... ......... 19 ;._,. l.(l ~f-i,7 .:,.(p t. 20. FILL IN THE OPAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~~ ~~ 15056042047 Side 2 15056042047 O REV-1500 EX Page 3 File Number y,/.....~~j^, /~r~~ Decedent's Complete Address: / Q~C-Y DECEDENT'S NAME ~ y -- STREETA D ESS CITY ~ r~ ---- --STATE I ZIP---- -- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) ~(i ~ .1/ 2. Credits/Payments T A. Spousal Poverty Credit B. Pdor Payments _ ~~ glxJ C. Discount ~~ ~-- Total Credits (A+ B + C) (2) Gf ~ 3 3. InteresUPenalty ii applicable f-/ D.Inieresi _ E. Penalty -- - Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter fhe difference. This is Ne OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) /, ~ ~~ A. Enter the interest on the tax due. (5A) t-~ ~-~ B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~,.~~57 Make Check Payable to: REGISTER OF WILLS, AGENT ..n _ yy~ r y~~ ,. ... ~. .. 2hN43 Wx D ~~~'Y:..~''Y..a i a~' S..{~.~Se.v C,'Y. ... 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 transfened :.................................................................................... ...... ^ 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 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. .- _~ t ~~~ 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 lax 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 benefciaries 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 lax 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 isdefined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. FEV-1503 EXr (e-ee) SCMEpULE B COMMONWEALTH OF PENNSYLVANIA STOCKS $c BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF All property Jalnity-owned whh right of survlvonhip must be tliscloeed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ' lUi9'~IOiV/~4 -s~'G~ /~'/i"IFi~i/A 5 ; /~~G z/vs = y~ j~~ .S, D~7 ~• Cc%/~~d~/A~z-/~/Ga/~-,3 =~j/g93 S~rc,~s~G'~c. - ~~~ ~ ~i'fF, yr3 Sv S/rs : lAreis~vL.~t S~wi8,8 ~~; ~~/ ~• '4~ ~J /'~'~. ~{G ors ' ~~--~ a/~~~ -G~ ~] z z73 `f} 6.3,x' his ~, B!,/~ S~ fir) ia~~..~3~ .~"Fis ~ r~'G~. RP ~9, g73 i Z 1Z) ~~/D ors Z~.~i'~ s ~~3T -~~ ~rl iy. ~ stis ~. u~ ~~9 '/ TOTAL (Also enter on line 2, Recapitulation) S 7i.9 ~ ? Z7 (II nrore space is needed, insert additional sheets of the same size) REV~teM f%~ It~pl SCHEDULE E p CDMMDNWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, Ct MISC. INHRESIDENTD~ ANT RN PERSONAL PROPERTY --'" "' - ~ILC KUMtlGK Indude the proceeds of litigation and the date the proceeds were received b1 the estate. All property Jolrltlyowned with Ne rlgM of survivorship moat be disclosed on Schedule F. NUMBER DESCRIPTION VALUE AT DATE OF DEATH t ' D r' ~iGm~cl c ~o¢iC ~ / N.U~ .~ .~~ ~~- - y~ . ~g z~~ ~" Vim- ~7i~+r~ / ~j~/R.S - G/~iK c~-/~~%/~1.~ Cr~tJWT~ ~~O .~" ~1,~PfI-/~~7~ -~i/,~~ck~/? /ice-~Zir/~ /~y ~ • ~i~Gh~i.4 ~.~k, ~i9 .~~~.~ ~, ~eG G ~/G # /oct~ 3010 733~~ //~ // ~~ TOTAL (Also enter on line 5, Recapitulation) I ; ~ ~~g more space is needed, insert additional sheets of the same size) REV-1511'EX+ (12-99) SCMEDI~LE M COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ~' l ~~'.~,~-'iQ ~.i ay ads / Debts of decedent must be reported on Schedule I. NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 7. /°r4Rf~is'i~kll~ ~~~tt'~L~B•°rr /Ot 8~~ 3• ~.9~1~i~ ~~/.plc-T/ics~~sT~~r~G~-~1f~/C/r~~~./ Sl '`f L.~,~f1~~'i~skil.~-r/~~/.+1.~ 71r~L ~H.~i~D/ue,r/ ,,y~~ ~~ o ~, /'toNNT~/~c~11~Y1G19d C.ci'fc~Xl~-0/~i(//~i~~u4..~j~V<r /~~ B. ADMINISTRATIVE COSTS i. Personal Representative's Commissions /~/n~~ Name of Personal Representative(s)~T,~ ti~~/~s Social Security Number(s)/EIN N umber of Personal Representative(s) ~~~ ~8~^ ~./(jg ~ y Street Address ~`+~~ ! ~~~ - 1 citt~l=u } ~~/~[,(~~L~.A/L] state ~ zip ,~i~ 7a_ Year(s) Commission Paid: 'h'7-LS'~ 2. Attorney Fees //~ 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) ~'~C~J Claimant ~~~[/~~AS / i Street Address t City ~~~-~~~flyyp State ZiP ~Z Relationship of Claimant to Decedent 61~~/~xt 4. Probate Fees 3~~ 5. Accountant's Fees .i ®OLn ~ 6. Tax Retum Preparer's Fees ' ~"~/~f/~ j ,/nJ ~~e {'' /~ J ` t /. ?~~ ~- ~. i~ 1~'7i/,W/i~7~ ~.~'-.~s~~ : y~' ~ 9 ~7~ %~ --L ~ - 3S c TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ,~~- iii /1lc .o. Z%o9 /~JS~/_ jam, ~j~~~~~ T-.d~!~-c~F ........._ .......... ......... .. ___ ___ __ __ __ _.. ___ REV-1513EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE6IDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER /_~.4v % / /gin _ .. L _.-~ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 4/- REL Do N t LIStTTruet CEDENT eels) ' AMOUNT OR SHARE OF ESTATE I 1 TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under / J .9116 (a) (1.2)1 d~ / ~ ' / j /i-/S C~.~ CU14kAS ,/ ~~N r5~6G ~L:o~/OLD ,.l ~/ ~i~i.S~ ~/i~"G+3 Ga/al.~-72/,~.~/,A, I ~/~ /~POJO z c~~~,~~~ s /~~sti ~ ' .3i S,~-~Ii,C~e4 ~ ,9,e., /~/~or~; O/~{ x.33/3 Ckf1f~/,d ~ ~ ~6. ~7 0 ~~/~! ~. /oftf~ic~~ ~. •~-/~Pfri< ~i ~ ~ . , ~ Y,/ Z'~/$ .~/?I'~ /~~r ~i~~/// d/7 7~/~~~ ,yam ~~ ~ A Gryn^'~'6'/%~ ~ ~~'67d0 l~~Gra /9a ~ u z~dR ti / F ~'~" ~~~u~ 67° ~ ~3'i /6 , •, c ,~ze,a/f ~i~6 . . ° / T } ~ ,{~~ , ~ 1 .ST~ ~la sly /K~rLG~GL-~fiY'~~C/"„Y'//'a ~ ~ / ~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 16, 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 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NONTAXABLE DISTRIBUTIONS ON LINE 13 OF REV•1500 COVER SHEET $ k's:: ^~~ (It more space is needed, insen additional sheets of the same size) . ..u.-~.rrlY,•r,1 a1V IL 1\a1M1\NC 1 • INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND tNRRIS BURG6PA 1]ize-osol TAXPAYER RESPONSE ssv-ISCS tx ww aoe-oo ROBERT D EOWARDS 541 7TH ST NEW CUMBERLAND PA 17070 FILE ACN GATE EST. OF CARL L CROCKER SSN 161-01-5900 DATE OF DEATH 01-10-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 N0. 21 09-0051 09147119 06-12-2009 T VPE OF ACCOUNT SAVINGS CHECKING ® TRUST CERTIF. WACHOBIA BANK NA prov3tled the Depsrtaent with the inforaation bal ow, which has been used in calculating the potential fax due. Rato rtls indicate that at the death of the above-n egad decadan4, you ware a ioin4 owner/banefl ciary of this account. If you foal the inforaatlon is incorrect, pl •asa obtain written correction frog the financial institution, attach a covv to this ton and rata rn it to the aborg address. This account is tax ab la in accordance with the Inheritance Tax laws of the Loaaorwealth of Pennsylvania. Please call (]1]) 787-832] with vueationx. COMPLETE PART I BELOW a SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTreuc PART Account No. 100003067 3325 Date EstablSshed 05-OS-1992 To ansun Drop •r credit to the account, two capi es of this notice oust accoaoanv ACCOUnt Balance Percent Taxable g X 8,666.08 50.000 Paya°nt to the Register of Wills. Make check peyabl• 40 "Re pistar of Wills, Avank". Amount Suhjeet to Tax Tex Rate S ~( 4,333.04 1 rj NOTEv If tsx peya ants era aetle within three aonths of the tlecedent's data of death, dada ct a 5 aarcant tliscounk on the tax due. Potential Ta% Due ~` 649.96 Airy Inhe ritanca Tax due will becoae delinvuent nine aonths of tar the tlate of death. A. ~ The a6 ova intonation antl tsx due is correct. Raait pavaent to the Register of Wills with two copies of this notice to obtain r CHECK a discount ar avoltl Sntaru t, or chock box ^A^ and rKUrn th15 not ice to the Raeisbr of I ONE ~ Wills and an official assessa ant will be issued by the PA Oep ertsant of Ravanue. L BLOCK B. ~ Tha above asset has bean ar viii be reo ortatl and tax paid with the Pannay lvania Inheritance Tax rata rn ONL Y to be filed by the askato rap resentative. C. ~ Tha above inf or a fan is incorrect and/or debts and deductions were oai d. Coapl eta PART 2~ and/or PART ~ below. PART If Indicating a tliffarent tazrate, pia ase state relationship to tlacedant: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Datg Estab lSshed 1 2. Account Balance 2 5` 3. Percent Taxable 3 X 4. Amount Suhiect to Tax 4 $ 5. Debts and Daductiens 5 6. Amount Taxable 6 ~ 7. Tax Rate 7 X 8. Tax Dua 8 S PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION eunliuT Darn PENNSYLVANIA INHERITANCE TAX EST. OF CARL L CROCKER SSN 161-01-5900 DATE OF DEATH 01-10-2009 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 BUREAU OF INDIVIDUAL TAXES AND FILE ND. 21 09-0051 HARRISBUR66PA 17129-0601 TAXPAYE R RE S P ONS E AcN 09147120 mmas~a ss err toe-ou DATE 06-12-2009 TYPE OF ACCOUNT SAVINGS CHECKING ® TRUST CERTIF. WACNOBIA BANK NA provided the Deparkaent with the inforaation bales, which has bean usetl in calculating the p0 tent ial tax due. Records indicate 4hat at the death of the above-nxetl deeetlent, You were a ioint owns r/benefician of this ecequn t. If you foal the fnf0nation is incorrect, please obtain written correction frx the financial institution, attach a copy to this fon and return it to the above address. This account is taxable in accordance with the Inhari tanea Tax laws of the Coxoxeelth of Yannsylvenia. Pleesa cell (717) 787-8327 with questions. CONPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1000030673325 Dat• 05-08-1992 To ensure proper cratlit 4o the accounk, two Estab llshed copies of this notice aunt accoaparo ACCOUnt Ba18nCe g 8,666.08 pavaant to the Rapistar of Wills. Make chock payable ko '•Rapistar of Wills, Ape nt". Percent Taxable X 50.000 Amount SublBet to Tax b` 4, 333.04 NDTEi if tax payaents are aade within three aonths of the tle udmt's tlab of tleeth. Tax Rate ~( , 1 5 tleduct a 5 percent discount on the tax tlua. PotanLlal Tax Due g 649.96 Any Inhe ritence Tex due will bacoa• delinquent nine aonths after the tlat• of tleath. P~T TAXPAYER RESPONSE 1 A. ~ Tha above inforaa tion and tsx due is correct. Resit pavaant to the Rapistar of Wills with two copies of 4his notice to obtain r CHECK a discount or svoitl into restr or chock box "A" antl return this notice to the Rapistar of I ONE ~ Wills and an official assesaaent will be issued by the PA Departaent of Ravanue. L BLDCK B. ~ The above asset has bean or will be repo rtatl antl tax void with the Pannsy lvania Inherit once Tax return ONL Y to ba tilatl by the estate repr~santative. C. ~ The above inforaa fon is into track and/or debts antl tleducti ons were paid. CoapleL PART 2~ snd/or PART 3r~ below. PART If 3ndieat3nB a tlifferent tax rata, please state relat3onshlp to tlaeadant: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Establishatl 1 2. Account Balance 2 $ 3. Percent Texabl• 3 X 4. Amount Subjoet to Tax 4 5. Debts antl Deductions 5 6. Amount Taxable 6 7. Tex Rata 7 X 8. Tax Du• g PHYLLIS C EDWARDS 541 7TH ST NEW CUMBERLAND PA 17070 INFORMATION NOTICE PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE TIFSCRTPTTAN .........~ _.-_ LAST WILL AND TESTAMENT OF ~ ~= o v , CARL L. CROCKER ~ =v ~- ~` {' ~ ~ _ ~_, '° r ~"'~ _~,~, of ~ ri ~~ I, CARL L. CROCKER, of New Cumberland, Cumberland Cour3t~ o ~~ - ; : , > ~~ ;-, _ Pennsylvania, do make, publish and declare this to be my Last Will and Testament" " hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by the Executor out of the property passing under ITEM III of this Will, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direct the Executor to pay my just debts and the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ~'~e4 ITEM III: I devise and bequeath the rest, residue, and remainder of the estate be divided equally between my issue as follows: 1) Fifty (50%) percent to be paid to my daughter, PHYLLIS C. EDWARDS. In the event my daughter, Phyllis, shall predecease me, I direct this shaze shall be paid to her issue, per stirpes; and 2) Fifty (50%) percent to be paid in trust for the benefit of my daughter, JEANNE C. O'NEILL. This share shall be held pursuant to the REVOCABLE ESTATE TRUST established by me on June 5, 2006. In the event my daughter, JEANNE C. O'NEILL shall predecease me, I direct this share shall be divided equally and paid to JEANNE's surviving issue, per stirpes. ITEM IV: In the settlement of my estate, my Executor shall possess, among others, the following powers: (a) To retain any investments I may have at my death, as long as the Executor may deem it advisable to my estate to do so; 2 ~ 4~.- (b) To sell either at private or public sale and upon such terms and conditions as the Executor may deem advantageous to the estate, any or all real or personal property or interest therein owned by the estate; (c) To pay all costs, taxes, expenses and charges in connection with the administration of my estate; (d) To compromise controversies; and (e) To do all other acts in the Executor's judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the estate. ITEM V: Any person who shall have died at the same time as I shall have, or in a common disaster with me, or under circumstance that the order of deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM VI: I appoint my son-in-law, ROBERT EDWARDS, to be Executor of my Estate. In the event my son-in-law, ROBERT EDWARDS, cannot act or refuses to act as Executor for any reason, I nominate, constitute and appoint my daughter, PHYLLIS EDWARDS, as alternate Executrix. Any Fiduciary is specifically relieved from the duty or obligation of filing any bond or other security. e' ~~ r~ IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding three (3) pages, at the end of each page of which I have also set my initials for greater security and better identification this 5~' day of June, 2006. ~` ~_ '~-~-~5 "C'"`_ ~ (SEAL) CARL L. CROCKER We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testator was of sound mind and memory. ~-~~~ ,dfi~~~ Residing at: 123 Seventh Street Laura J. H' es U New Cumberland, PA 17070 ~~~ `" ` ~~~-' Residing at: 129 Herman Avenue Amanda L. Baker Lemoyne, PA 17043 4 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, CARL L. CROCKER, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. (SEAL) CARL L. CROCKER Sworn to and subscribed before me this 5`~ day of June, 2006.E NOTARY PUBLIC - My Commission Expires: Nowaw.a~u. (SEAL) ~~'~'" , NEWCUMBERIAND BOROUGH CUMBERUWD COUNIV CommMsbn Nov IS, 2007 .S AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, Laura J. Hughes and Amanda L. Baker, 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 Testator, CARL L. CROCKER, sign and execute the instrument as his Last Will and Testament; that Testator signed willingly and he executed said Will 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 Will as Witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. WI ~ SS WTTNESS Sworn to and subscribed before me this Ss' day of June, 2Q© `~~ NOTARY PUBLIC ~ My Commission Expires: E~ (SEAL) Navin ~ ~ o~s, zoos canma+a^