Loading...
HomeMy WebLinkAbout12-31-09J 15056041181 REV-1500 EX (06-05) OFF PA Department of Revenue ICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT ` lO / ~ ~--~ ~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 165-38-2199 04202009 12291946 Decedent's Last Name Suffix Decedent's First Name MI COYLE JACQUELINE K (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 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 0 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death 0 4. Limited Estate ~ 4a. Future Interest Compromise (date of prior to 12-13-82) t~ 5. Federal Estate Tax Return Required Q 6. Decedent Died Testate (Attach Copy of Will) Q death after 12-12-82) 7. Decedent Maintained a Living Trust A _,Q 8. Total Number of Safe Deposit Boxes 0 9. Litigation Proceeds Received Q ( ttach Copy of Trust) 10. 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 T0: Name Daytime Telephone Number WILLIAM T LITTLE 717-761-8444 Firm Name (If Aoplii:,able) First line of address 1000 STILLHOUSE LN Second line of address City or Post Office State ZIP Code ETTERS PA 17319 REGISTER OF WILLS USE ONLY fV C7 ~ ~ w - ,- 1..i.~ '~ S~ ~f a ~ ~ I~' 1 :. aT ~ 1 s 5 ~ .._ ~ `` - ~1 4_ J ' 1 '~:. FILED ...[ '""" ,~--- .. r~ __, t ~::~"~ .. -~/ f'T'1 c:: `~ C.:..~3 . .~.. _, ~ .~- Correspondent s e-mail address: s l i t kwt 1@ a o 1. c om ,,, --- ~-.._.--- _. r.,..~.,.~, it is true, correct and SIGNATURE OR''R~ mai I nave examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, 'aration of preparer other than the personal representative is based on all information of which preparer has any knowledge. i~~7i~L.C rVK rILIIVh KtIUKN Vv, I It~~, T ~.~ f-~1 C~~c.:-fs~ DATE ADDRESS ~ ` ~ Z: Z'~-- !~ 1000 STILLHOUSE LN, ETTERS, PA 17319 SI~~ U\E O~gER OTC'th~-~` N RE~R~SF,~NTATIVE DATE _ ADDRESS ~ ~ L Z 3 d 3425 SIMPSON FERRY RD, CAMP HILL, PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041181 S'1K9 P PAN12Z-001 109 15056041181 J J 15056042182 REV-1500 EX Decedent's Social Security Number Decedent's Name: JACQUELINE K COYLE 165-38-2199 RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 13 2 , 5 4 0. 0 0 2. Stocks and Bonds (Schedule B) ....................................... 2. 0 . 0 0 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C) ..... 3. 0 . 0 0 4. Mortgages 8 Notes Receivable (Schedule D) ............................. 4. 0 . 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 11, 15 0. 0 0 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. 3 6, 7 2 5 . 0 0 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) OSeparate Billing Requested........ 7. 2 0 2, 3 0 5. 0 0 8. Total Gross Assets (total Lines 1-7) .................................... 8. 3 8 2, 7 2 0. 0 0 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ..................... 9. 2 0 , 5 9 6. 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 0 . 0 0 11. Total Deductions (total Lines 9 & 10) ................................... 11. 2 0 , 5 9 6. 0 0 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 3 62 , 12 4. 0 0 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 62 , 12 4 . 0 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 .0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X .0 4 5 3 6 2, 12 4 16. 16 , 2 9 5. 5 8 17. Amount of Line 14 taxable at sibling rate X .12 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 1 g. 0. 0 0 19. TAX DUE .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042182 WK4P PAN122-002 109 15056042182 16,295.58 J Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments 16 , 2 9 5. 5 8 A. Spousal Poverty Credit B. Prior Payments 16 , 2 9 0 C. Discount 815 Total Credits (A + B + C) (2) 3. Interest/Penatty if applicable 17 , 10 5. 0 0 D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 0 . 0 0 Fill in oval on Page 2, Line 20 to request a refund. (4) 8 0 9. 4 2 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 . 0 0 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 0 . 0 0 Make Check Payable to: REGISTER OF WILLS, AGENT . M ,, ~, ~ u4 r. 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 :............................................ ^ 0 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? .............. ^ 0 ^ ^X 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. or 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)j. 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)J. 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 p2 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. 9PIC4 P PAN12I-003 109 REV-1500 EX Page 3 File Number 21- 2 O O 9- 4 0 9 Decedent's Complete Address: REV-1502 EX+ (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JACQUELINE K COYLE ~~-~nna_ana .-•• •--• r•~ro••~ ~~••QM a...a~r ..~ as a aa~~a~u ~~~ VVIIIIIIUn muSi 4@ f@pOr[ea 8L T81r marKeL VBIU@. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Sched„ip F ~~~ iiwiC ~pa~ is neeaea, insert aaaiuonal sheets of the same s¢e) A, OMB N0. 2502-0265 ' B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING ~ URBAN DEVELOPMENT 1 • X~FHA 2.QFmHA 3. QCONV. UNINS. 4. QVA 5. [~CONV. INS. SETTLEMENT STATEMENT s. FILE NUMBER: 7. LOAN NUMBER: 09-382 C0916232 8. MORTGAGE INS CASE NUMBER: 4419264821703 C. NOTE: This ticmr- is famished b give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown Items marked ~POCJ" were paid outsid th l . e e c osing; they are shown here for informational purposes and are not Included in the totals. D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: ~ ~ ~° (NEB r~Rr.~oroa3etirei F. NAME AND ADDRESS OF LENDER: Robert J. Heim 1213 Mallard Road Estate of Jacqueline K. Coyle Susquehanna Bank Camp HIII, PA 17011 4185 West Market Street York, PA 17408 G. PROPERTY LOCATION: 1213 Mallard Road H. SETTLEMENT AGENT: 68-0510988 Camp HIN, PA 17011 I. SETTLEMENT DATE: Community Land Transfer, LLC Cumberland County, Pennsylvania PLACE OF SETTLEMENT August 7, 2009 2331 Market Street Camp Hiil, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: K. SUMMARY OF SELLER'S TRANSACTION 101. Contrail Sabs Price - 400. GROSS AMOUNT DUE TO SELLER: 102. Personal P 142 000.00 401. Contract Sabs Pricy 142 000 Ot 103. Settbment Cha es to Borrower Line 1400 402• Personal Pr 7 466 48 403 1 ~ . . 105. 4~• A ustinents For /tams Paid 8 Seller in advance 405. 106, C' own Taxes Ad ustments For Items Paid B Seller in advance to 107. Coun Taxes 08/07/09 to 01/01h0 108. School Taxes 08J07i09 to 07/01/10 406. C /Town Taxes to 208.56 407. Coun Taxes 08/07/09 to 01!01/10 208 56 109. Sewer 08/07/09 to 10/01 /09 ~ . 1449.75 408. School Taxes 08/07/09 to 07/01/10 1449.75 68 75 110 . 409. Sewer 08/07/09 to 10/01/09 111 68.75 410. 112. 411. 120. GROSS AMOUNT DUE FROM BORROWER 412. 151,193.54 420. GROSS AMOUNT DUE TO SELLER 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 143,727.06' 201. De it or earnest move 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 202. Prind al Amount of New Loans 2 ~0'~ ~1• ~~~ ~ osit See instruilions 203. Existi loan a taken sub act to 139 428.00 502. Settlement Cha es to Selbr Line 1400 16199 79 204. ' 503. Existin loans taken sub'eil to 205. 504. Payoff of first Mortga e 206. 505. Pa off o second Mort a e ' 207. 5~• ' 208. 507. De osft disb. as proceeds) A ustinents Forltems Un aid B Seller ~~~~ ' 210. C' /Town Taxes to Ad ustments For Items Un id B Seller 211 C T 510 C' !Town Ta . oun axes to . xes to 212 Sch l T 511. Coun Taxes . oo axes to to 213 512 School Taxes . to 214. 513. 215. 514. 216. 515. 217, 516. 218. 517. 219. 518. 519. 220. TOTAL PA/D BY/FOR BORROWER 300. CASH AT SETTLEMENT FROM/TO BORROW 141,428.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 16,199.79 ER: 301. Gross Amount Due From Borrower Line 120 600. CASH AT SETTLEMENT TO/FROM SELLER: 302 Less A P 151 193.54 601 Gross Amou t D . mount aid 8 /For Borrower Line 220 ( 141 . n ue To Seiler Line 420 143 303. CASH (X FROM) ( TO) BORROWER ,428.00) 602. Less Reductions Due Selbr Line 520 727.06 ( 18,199.79 9, 765.54 803. CASH (X TO) ( FROM) SELLER The undersigned hereby acknowledge receipt of a completed copy of pages 182 of this t te 127,527.27 s a ment 8 any attachments referred to herein. 4 u1Z~og0 Borrower ` ~..~,.''~~ `~+~„~~m~~ ~ ~ ~ 44ti~ - - Seller ~ ~ C'1~°°y~ ;~ FRfats~-NI na l~.,.,Ie , ~ ' JZ ~~ ~~ ` Paps 2 L. SETTLEMENT CHARGES ,OMMISSION Based on Price $ 142,000.00 % 7,720.00 PAID FROM PAID FROM .X] of mmission line 700 aS FOI/OWS: BORROWER'S SELLER'S . 20.00 to THE HOMESTEAD GROUP, INC. Furors Ar FuNOS AT t0 SETTLEMENT SETTLEMENT .:ommission Paid at Settlement 7 720 nn { Additional C i - . omm aslon to The Homestead Group, Inc. d00. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan O ination Fee °i6 to 802. Loan Discount °~ to 803. Appraisal Fee to Stouffer's Appraisals ~• redk sport to Kroll Factual Data 805. Lenders Inspection Fee to 806. Mort a Ins. .Fee to 807. Assumption Fee to 808. Food Cart. to First American Flood Data ervices 809. Commitment Fee (;21.00 FHLMC L to Susquehanna Bank F, 810. pktion Cert. Fee to Stouffer's Appraisals 811. ME S ee to MERS 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 08/07/09 to 09/01/09 ~ ; 22.919700/day ( 902. Mort a e Insurance remium for months to FHA 25 da 903. Hazani Inaurance Premium for 1.0 ears to James B. Murdoch Insurance 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 4.000 months ; 28 92 r month 1002. Mo Insurance . months ; 62.46 r month 1003. C /Town Taxes months ; r month 1004. Coun Taxes 7.000 months ; 42 29 r month 1005. School Taxes 1 ~' . 3.000 months (Q~ ; 134.44 per month months ; r month 1007• 1008. ate Adustment months months ; r month er month 1100. TITLE CHARGES 1101. Settlement or Cbsin Fee to 1102. Abstract or Title Search to 1103. T Exami ati n to 1104. Title Insurance Binder to 1105. Electronic Document Pre . to Commun' Land Transfer LLC 1106. Cbsin Service Letter 1107. Attome~s Fees to Commun' Land Transfer LLC to (includes above item numbers. 108. Title Insurance to COMMUNITY LAND TRANSFER includes above item numbers1102, 1103 b 1104 -"- 109. Lenders overage ; 139,428.00 110.Owner's Coverage ; 142,000.00 111. Endorsements 100, 300, 8.1 to Community Land Transfer, LLC 112. Notary Fee to Community Land Transfer 113. Notary Fee to Community Land Transfer 114. Overnight Fees 3 Handlln9 to Community Land Transfer, LLC 115. Wire Fse to Community Land Trancfwr I I r 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Record' Fees: Deed ; 48.50; Mortgage ; 64.50; Releases ; 1202. /Coun Tax/Stam s: Deed 1,420.00• Mort a e 1203. State Tax/Stam s: Deed 1 420.00; Mort a e 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Surve to 1302. Pest Ins ction to 1303. ChemD Reimbursement to Matt Greene 1304. 2009-10 School Taxes to Debbie Lu old Treas. 1305. Sewer (July-Sept.) to East Pennsboro Township 1400. TOTAL SETTLEMENT CHARGES Enter on Lines 103, Section J and 502, Section BY ~O~nO P~ 1 of UYs statement, IF1e siprwtories adcrwwbdpe rsc~ipt of a c:ompletad copy or paps 2 of this two page slat t certified to be a true copy. 572.99 -198.08 50.00 10.00 15.00 10.00 113.00 1,420.00 / 190.00 / 1 i3-1304-025 1 613.29 126.50 7,466.48 _ 16,199.79 `r ~c\~,~.~~c~~~ ~4ui REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER JACQUELINE K COYLE ~1-~nnA-ana Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorshia must be disclosed on Schedule F ~~~ nwiC space is neeaea, insert aaaiuonal sheets of the same size) REV-1509 EX+ (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JACQUELINE K COYLE 21-2009-409 ff an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A• WILLIAM T LITTLE 1000 STILLHOUSE LANE, ETTERS, PA BROTHER 17319 B C. JOINTLY-OWNED PROPERTY: ITEM LETTER FOR JOINT DATE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH %OF DECD'S DATE OF DEATH VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST ~• A• 12/29/08 COMMERCE BANK SAVINGS ACCOUNT 0.00 # 626658603 3i,66s 100.0000 31, 668.00 2 A 12/29/08 COMMERCE BANK CHECKING ACCOUNT 0. 0 0 # 513105619 5,05 100.0000 5, 057.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL (Also enter on line 6, Recapitulation) I a 3 6, 7 2 5 0 0 WK9P PAN12I 011 109 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER JACQUELINE K COYLE 21-2009-409 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the next page of the REV-1500 COVER SHEET i s yes. ITEM DESCRIPTION OF PROPERTY NUMBE INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD S EXCLUSION TAXABLE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. PINNACLE HEALTH RETIREMENT PL 9g,5~g 100.0000 98, 578.00 2 IRA CURIAN CAPITAL 0.00 A/C # RA2435100Z 34,528 100.0000 34, 528 . o0 3 PRUDENTIAL ANNUITY APEX II 0.00 ROTH IRA # E0550181 38,976 100.0000 38, 976.00 4 PRUDENTIAL ANNUITY ASL II 0.00 # E044904 3o,aa3 100.0000 30, 223.00 0.00 o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo o.oo TOTAL (Also enter on line 7 Recapitulation) I $ 2 0 2, 3 0 5 0 0 WK4P PAN12I 012 109 (If more space is needed, insert additional sheets of the same size) REC/-1511 EX+ (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JACQUELINE K COYLE 21-2009-409 Debts of decedent must be reported on Schedule I. ITEM N M DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~' RECEPTION HARRISBURG HILTON 4,161 PARTHEMORE FUNERAL HOME 2,698 MISCELLANEOUS EXPENSES 1,084 B. 1 2 3 4. 5. 6. 7. City State ZIP ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountants Fees Tax Return Preparer's Fees ESTATE NEWSPAPER NOTICE MEDICAL BILLS HOME UTILITIES HOME INSURANCE HOME LAWN CARE HOME COMCAST HOME PHONE CREDIT CARD CHARGES 3, 000 191 7, 265 1, 417 15 380 57 162 166 TOTAL (Also enter on line 9, Recapitulation) I $ 20, 596.00 (If more space is needed, insert additional sheets of the same size) ZIP WK4P PAN12I-013 109 REV-1513 EX+ (9-00) SCHEDULE ~ COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JACQUELINE K COYLE 21-2009-409 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] KRISTEN J COYLE-GIBBON 6900 HOBSONVILLEPOINT DR BAY CITY, OR 97107 DAUGHTER 500 2 JAMES P COYLE 4776 N WOODRUFF AVE WHITEFISH BAY, WI 53211 SON 500 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 I $ 0 0 0 WK4P PAN12I 015 109 (If more space is needed, insert additional sheets of the same size) COMIIftONWEALTH C1F PENNS'YL~.~ CfJUNTY OF CUMBERLAND .~.~....,.,,:~..~ ~., SHORT CERTtFICA7E I , GL E/Ul~.4 FA RIVER S TRA SBA UGN ~eq~ s ter for the Probate cif Wi 11 s and Granting Letters of Administration in and .fore .,~ CUM.B~RL~.ND Cou.t~ty', do hereby. certify that ors. . ... the 29t.h day of Apr:~I, Two Thousand and .~Tir~e, .fetters TESTAMENTARY in cdmrrron form were gr'a.nted by the Register of said Coun ter, on the es~a,te of JACQUELINE' ~ CQYLE date of EAST PENNSBORQ TQUVNSNP /First, Middle, Las[) in said county, deceased, to WILLL4M T LCTTLE" (First Middle. ~asii and that same has not since been revoked , ~N TESTIMONY ~T~-IE'RED.F', I have hereunto set my viand and a,ff%xed the seal of sand office a t CARLTSL.E`, PE~t`+l.ItiTSYLUA.ZVTIA, this 29th day, of Apr I Two Thousand and -Nine . F'i 1 e No . 2(709- ~04D9 .PA F i 3 e No . 21- 09- ©4019 Date of Death:... 4/,~Dl2DD9 S . S . # ~ ~5-38-2199 NOT VAT,ID WITHCaUT ORIGINAL SIGNA.~U'.RE' AND ZN.~PRESSEI7 SEAL C~Oo p~7 OF JACQUF~LINE R. COYLE I, JA~JQUEGINE K. OOYLS, of Camp Hill, Cumberland County, Pennsylvania,. declare \~ Ilthis to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be pazd from my residuary estate as soon as practi- cable after my decease as a part of the expense of the administration of my estate. ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, in equal shares, to those of my issue, per stirpes, as survive my death by thirty (30) days. ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate, in equal shares, to those of my issue, per stirz~es, as survive my death by thirty (30) days. ITEM IV. Should any of my issue entitled to a share of my estate not have attained the age of twenty-three (23) years at the time for distribution to him or her, [ devise and bequeath the share of such issue to my hereinafter named trustee, IN SEPARATE TRUSTS, to hold, manage, invest, and re-invest, the shares so received, and :he accumulation of income thereon, and to use and apply from time to time such por~ion 1 C~Oo p~ ~\ of incceme and principal thereof as my trustee thinks proper for the comfortable support, maintenance, health, welfare, and education of the issue or to make payment for such purposes, without further responsibility, directly to such issue, or directly to any person taking care of such issue. Any principal or income not so applied shall be distributed to such issue when he or she attains the age of twenty--three (23) years, or if he or she dies prior thereto, to his or her personal representative. ITf3~i V. I appoint my brother, WILLIAM T. LITTLE, trustee of the trust or trusts created by this my last will.. In addition to the other powers arx~ authorities granted to my trustee by Pennsylvania Law and by the preceding paragraph of this my last will, I hereby give my trustee the following special powers and authorities: A. To retain any or all of the assets of my estate, real or personal (including any stock or securities of any corporate fidu- ciaries), without any regard to any principle of diversification, risk, or productivity; B. To invest and re-invest in all forms of property without restriction to investments authorized for Pennsylvania Fiduciaries, as my trustee deems proper, without regard to any principle of diversification, risk or productivity; C. To sell at public. or private sale, to exchange or to lease, for any period of time, any real or personal property arx3 to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my trustee deems proper and in the best interests of the beneficiary or beneficiaries of said trusts; 2 C~Oo p~ D. To allocate receipts and expenses to principal or income or partly to each as mY trustee from time to time deems proper in its sole discretion; E. To compromise any claim ar controversy; F. To exercise any option, right, or privilege granted in insurance policies or in other investments; G. M trustee ma accumula ~ y y to the income from this trust during the term thereof but may, from time to tune, distribute from current income or from accumulated income or from principal such amounts as my trustee, in its sole discretion, deems advisable for the education, welfare, and comfort of the trust beneficiary. ITEM VI. 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 VII. I appoint my brother, WILLIAM T. LiTTGE, guardian of the person of my minor children. ITEM VIII. I appoint my brother, WILLIAM T. LITTLE, executor of this my Last will. ITEM IX. 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 approval and until actual distribution of .all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly 3 C~OG°'~ ~in cash and partly in kind, .and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; 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 principle 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 lease 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 %. x direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. I WI ~ i have hereunto set hand and seal this ~,~~~~~~'t da N TNESS , my Y of , 1991. J NE K. COYLE 4 C~Oo p~ The preceding instrument, consisting of this and four other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by JACQUELINE K. COYLE, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~ ~~~ t w+ ~ c 5 i ` '1 C~ o0p~ COMMONWEALTH OF PENNSYLVANIA SS. . COUNTY OF CUMBERLAND The undersigned,. being the testatrix 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 signer it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by the testatrix named above this /S'`~ day of /I~ta ~ , 19~/ . Notary Pc~bllc ~' ~~tF i l".i\a JEAL I ~:`,~ ~..~.~~,cr,! J~iO~~i`y PUG{IC 1 l` t! •li7JL~t, i:~r;oy~•~4 ~aoro, Cum~aerfand Co., Pa. A~tiy Commission Expires Aug. i7, 1492 COMMONWEALTH OF PENNSYLVANIA } ss.. E • COUNTY OF CUMBERLAND ) WE, GEORGE A. VAUG~iN, III, and MICHAEL L. BANGS, 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 testatrix sign and execute the instrument as her last will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and .sight of the testatrix signed- the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. ~•. ,.. Swarr,~ or affirmed to and ackn ledged before me this / day of /1/ja , 199/ . y L ~~~, Notary blic ~;~T~.,~tAL SC~,L Lya~t;~, f-~~l~,.-., ~iizLL+~, f~otary i~U'3JiC J.orn~y,,,:3` iacro, C~mbsrlanci Co., Pa. ~~Y Lomrni;sion E;cpires Aug, 17, 1442