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Home My WebLink About01-22-10 (2)15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA DepaMrent of Revenue Bureau o(Individual Taxes County Code Year File Number PO Box 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128.0601 RESIDENT DECEDENT 21 09 0715 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 196-14-3474 ! 07/07/2009 08/13/1925 __ _ Decedent's Last Name Suffix Decedent's First Name MI HAIR ;JULIA A (K Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI N/A Spouse's Social Security Number - - ~ -" ~" THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ___ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum C~ 2. Supplemental Retum C~ 3. Remainder Retum (date of death prior to 12-13-82) ss; 4. Limited Estate t~ 4a. Future Interest Compromise (date of 5. Federal Estate Tax Retum Required death after 12-12-82) f~1 6. Decedent Died Testate CO 7. Decedent Maintained a Living Trust __.0__. 8. Total Number of Safe Deposit Boxas (Attach Copy of Will) (Attach Copy of Trust) C:~ 9. Litigation Proceeds Received 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 ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number _.. _ __. ROBERT R. BLACK Firm Name (If Applicable) LANDIS ~ BLACK __ First line of address Second line of address 36 South Hanover Street _. __ _ ._ City or Post Office Cariisle Correspondent's e-mail address: - _" _ State 21P Code (717) 243-3727 +' .,..~ r REGISTER }3F ~LS USE t~NL,Y j ~r ~ "[.7 " ~ ~. - ~ . _ ;- 'cJ --i c.r7 ~ ~ DA FILED S10. PA 117013 _ __ Under penalties W perjury, I dedare that I have examined this return, inckrding accompanying schedules end statemerns, and to the hest W my Ivrowledge and belief, rt is true. totted and complete. Ded~retion W pr~arer Whet than tiy~er.onal representative is based on aN information W which preparer has any Imowledge. TORE OF PERSON'RES IBLE FOR FILING RETU f i/ ,~ ; , ,n ,DATE ADDRESS - - -' 1234 Creek Road, Carlisle, PA 17015 104 Hair Road, Newville, PA 17241 5 Terrace View, Carlisle, PA 17013 36 South Fi"anover Street, Carlisle, PA 17013 ~ ' PLEASE USE ORIt31NAL FORM ONLY Side 1 15056051058 15056051058 15056052059 REV-1500 EX Decedents Social Security Number __ t~denrs Name: JULIA A HAIR 196-14-3474 RECAPITULATION 1. Real estate (Schedule A) ............................................. _ __ 1. 161,229.60 2. Stocks and Bonds (Schedule B) ....................................... 2.i 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. ! 0.00 4. Mortgages 8 Notes Receivable (Schedule D} ............................. 4. ' 0.00 ', 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. ' 113,997.19 6. Jointly Owned Property (Schedule F) t~ Separate Billing Requested ....... 6. ' 14,722.48 7. Inter-Vrvos Transfers 8 Miscellaneous Non-Probate Property . (Schedule G) t~ Separate Billing Requested........ 7. 0.00 8. Total Gross Assets (total Lines 1-7) .................................... 8. '; 289,949.27 ', 9. Funeral Expenses 8 Administrative Costs (Schedule H) ..................... 9. 17,958.31 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................ 10. ' 367.58 11. Total Deductions (total Lines 9 & 10) ................................... 11. 18,325.89 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ; 271,623.38 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 at the spousal tax rate, or transfers under Sec. 9116 __ _ _ _ _ _ _ _ 16. Amount of Line 14 taxable at lineal rate x .0 45 271,623.38 ! 1 g, 17. Amount of Line 14 taxable at sibling rate X .12 . ....... .. . . ~ ~._... .. .. . 17. _... _ ~ .... _,_ ~. _._..~.__._._._ ....._, ..w _ .m ._.,M.. _A ~._ T. .... ... . 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. 12,223.05 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 r'~ 15056052059 0.00 271,623.38 12,223.05 REV-1500 EX Page 3 Decedent's Complete Address: FIt~~Numl,~ ~~~_ , ~ ..__. .....,.~ _._ ~ a...____., . 21 ~ 09 a 10715 DECED N 'S NAME DECEDENTS SOCIAL SECURIT( NUMBER JULIA A HAIR 196-14-3474 STREET ADDRESS 98 Hair Road CITY Nevwille STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 10,600.00 C. Discount 557.88 (1) Total Cred'~ts (A + g + C) (2) 3. InterestlPenalty if applicable D. Interest E. Penalty Total InterestlPenalty (D + E ) 4. ff Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. tf 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. (3) (4) (5) (5A) (5B) 12,223.05 11,157.88 1,065.17 1,065.17 Make Check Payable to: REGfSTER OF WELLS, 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 bansfemed :...................................................................................... .... ^ b. retain the right to designate who shall use the property transferred or its inr~me : ........................................ .... ^ c. retain a reversionary interest; or ..................................................................................................................... ..... ^ d. receive the promise for life of either payments, benefits or care? ................................................................. ..... ^ 2. ff 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" w 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 properly which contains a benefiaary designafion? ................................................................................................................... ..... ~ ^ IF THE ANSYI~R TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART 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 (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 ff the surviving spouse is the only benefiaary. 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)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries 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 172 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. Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER HAIR, JULIA A. 21-09-0715 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATN DESCRIPTION 1 • All that certain lot of ground with the buildings and improvements thereon erected situate in 161,229.60 Penn Township, Cumberland County, Pennsylvania. Tax Parcel No. 31-10-0622-002. Known as 98 Hair Road, Newville, PA 17241. Assessment $127,960.00 x 1.26 (common level ratio) _ $161,229.60 TOTAL (Also enter on Line 1, Recapitulation.) ~ $ 161,229.60 If more space is needed, insert additional sheets of the same size. REV-1508 EX+ (6-98) ° SCHEDULE E CASH BANK DEPOSITS & MISC. COMMONWEALTH OF PENNSYLVANIA , INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER HAIR, JULIA A. 21-09-0715 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntlyowned with right of suMvonhip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Adams County National Bank -Christmas Club No. 5899698. Principal -2,300.00; Interest - 5.17 2.305.17 See attached letter on all atxounts. 2. Adams County National Bank -Checking Account No. 118419 6,549.99 3. Adams County National Bank -Money Market Account No.1629182. Principal -31,771.40; Interest - 3.22 31,774.62 4. Adams County National Bank -Certificate of Deposit No. 158179. Ptinapal - 6,572.73; Interest- 214.47 6,787.20 5. Adams County National Bank -Certificate of Deposit No. 158180. Princpal -12,427.08; Interest -111.89 12, 538.97 6. Members 1st Federal Credit Union -Savings Account No. 332588-00 50.42 7. Members 1st Federal Credit Union -Certificate of Deposit No. 332588-40. Principal -15,502.07; Interest - 8.15 15,510.22 8. Members 1st Federal Credit Union -Certificate of Deposit No. 332588-01. Principal -15,502.07; Interest - 8.15 15, 510.22 9. Members 1st Federal Credit Union -Certificate of Deposit No. 332588-42. Prinapal -12,401.64; Interest 6.52 12,408.16 10. Foot Locker -Final Retirement Check 164.32 11. Highmark -Refund on Health Insurance 164.16 12. Kevin Widcard, Auctioneer -Net proceeds of sale of personal property. See attached settlement. 3,180.15 13. Proceeds -Sale of 2002 Ford Automol~le. See attached title. 6,000.00 14. Proceeds -Paper Money and Coins 1,053.59 TOTAL (Also enter on line 5, Recapitulation) s ~ 113, 997.19 (If more space is needed, insert additional 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 HAIR, JULIA A. 21-09-0715 Han asset was made joint within one year of t e decedents date of death, k must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A• Peggy J. Snyder 1234 Creek Road, Carlisle, PA 17015 Daughter e' Ginger Y. Goodyear 15 Terrace View, Carlisle, PA 17013 C. JOINTLY-OWNED PROPERTY: Daughter 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 i of DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~' A' 05131!05 Adams County National Bank -Certificate of Deposit No. 176250 14,722.47 50% 7,361.24 Princpal -14,716.02; Interest - 6.45. See attached letter. 2• B. 05/31/05 Adams County National Bank -Certificate of Deposit No.165251. 14,722.47 50% 7, 361.24 Principal -14,716.02; Interest - 6.45. See attached letter. TOTAL (Also enter on line 6, Recapitulation) I S 14,722.48 (If more space is needed, insert additional sheets of the same size) Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER HAIR, JULIA A. 21-09-0715 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE 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 I. Adams County National Bank -IRA No. 9000220. Prinapal -10,919.97; 10,958.41 100 0.00 Interest - 38.44. See letter attached at Schedule E. IRA -Decedent had no proprietary rights in the plan except to change the beneficiary and receive regular monthly payments under the plan. 2 Wachovia Bank, N.A. -Various IRA Acxounts as set forth on attached letter. 7,653.14 100 0.00 Nos. 4963, 5361, 9965 and 0064. Total Value - 7,646.99; Interest - 6.15 IRA -Decedent had no proprietary rights in the plan except to change the beneficary and receive regular payments under the plan. TOTAL (Also enter on Line 7, Recapitulation) $ 0.00 If more space is needed, use additional sheets of paper of the same size. j ~ pennsylvania fib DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER HAIR, JULIA A. 21-09-0715 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Peggy J. Snyder -Reimbursement for grave opening 1,495.00 2. Ewing Brothers Funeral Home -Funeral Services 9,320.39 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP 2. Attorney Fees: 3. 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 __ _ __ 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: ~~ PPL -Invoice 8. Merle Stitt, Tax Collector -Invoice s. Embarq -Invoice ~o. Kevin Wickard, Auctioneer -Automobile Sale ~ ~ . PPL -Invoice ~ 2. Reserve for closing and filing releases ZIP TOTAL (Also enter on Line 9, Recapitulation) ( $ If more space is needed, use additional sheets of paper of the same size. 0.00 5,000.00 0.00 741.54 s4o.oo 7s.2o 10.00 45.44 200.00 67.74 500.00 17,958.31 ~ pennsylvania SCHEDULE I DEPARTMENT OE REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER HAIR. JULIA A. 21-09-0715 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. ~ Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER HAIR, JULIA A. 21-09-0715 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONS} RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2}.] 1. SEE ATTACHED. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET; AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ( # If more space is needed, insert additional sheets of the same size. 0.00 0.00 0.00 SCHEDULE J BENEFICIARIES ESTATE OF JULIA A. HAIR FILE NO. 21-09-0715 Number Name and Address Relationship Amount 1. Dale L. Hair Son Specific Bequest 104 Hair Road & 28.33% of Newville, PA 17241 Residue S.S. N. 169-44-5350 2. Emma R. Hair Daughter-in-Law Specific Bequest 104 Hair Road Newville, PA 17241 S.S.N. 194-44-8109 3. Peggy J. Snyder Daughter 28.34% of 1234 Creek Road Residue Cazlisle, PA 17015 S.S.N. 165-38-1431 4. Ginger Y. Goodyear Daughter 28.33% of 5 Terrace View Residue Carlisle, PA 17013 S.S.N. 184-48-3042 5. Bridget L. Racis Granddaughter 5% of Residue 294 Martin Road Carlisle, PA 17015 S.S.N. 208-58-0416 6. Kathryn L. Mazhevka Granddaughter 5% of Residue 32 W. High Street, Apt. 301 Carlisle, PA 17013 S.S.N. 190-68-7094 7. John E. Kyle Great Grandson 2-1/2% of Residue 6427 Brittan Road Harrisburg, PA 17111 S.S.N. 170-66-2197 SCHEDULE J BENEFICIARIES (Continued) ESTATE OF JULIA A. HAIR FILE NO. 21-09-0715 Number Name and Address Relationship Amount 8. Bo K. Kyle Great Grandson 2-1/2% of Residue 1234 Creek Road Carlisle, PA 17015 S.S.N. 197-70-7637 LAST WILL AND TESTAMENT OF JULIA A. HAIR I, JULIA A. HAIR, of Penn Township, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed inconsequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. MEMORANDUM THIRD: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as I have set forth in a separate - memorandum (which is or will be signed by me, dated and make specific reference to this Will and Memorandum, which I shall place with my Will or deposit with my attorney), to the persons therein designated. BEQLTESTS FOURTH: I give and devise all of the remaining real praperty owned by me (which consists of 2.0 acres, with house, barn and buildings) to my son, DALE L. HAIR, and his wife, I MMA R. HAIR, or the survivor of them. ini r`' DISTRIBUTION OF RESIDUE FIFTH: I devise and bequeath all of the rest, residue and remainder of my estate of every nature and wherever situate as follows: A. Five {5%) percent to my granddaughter, BRIDGET L. RACIS; B. Five (5%) percent to my granddaughter, KATHRYN L. MARHEVKA; C. Two and one-half (2.5%) percent to my great-grandson, JOHN E. KYLE; D. Two and one-half (2.5%) percent to my great-grandson, BO K. KYLE; E. All the remainder thereof to my three (3) children, in equal shares, share and share alike, namely, PEGGY J. SNYDER, GINGER Y. GOODYEAR and DALE L. HAIR. Should any of my grandchildren or children, predecease me or die on or before the thirtieth day following my death but leaving descendants who so survive me, such descendants shall receive, per stirpes, the share that such predeceased grandchild or child would have received had he or she so survived me. PROTECTION OF BENEFICIARIES (Spendthrift Provision) SIXTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Provided, however, any beneficiary may assign any part or all of the beneficiary's interest in my estate to any one or more of my descendants or to any one or more of the beneficiary's descendants. MINORS AND INCAPACITATED BENEFICIARIES SEVENTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application f~ initials by payment of income and principal to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor. POWERS OF EXECUTOR EIGHTH: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments'; to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS NINTH: I appoint my executor as guardian of the estates of minors with power to hold all property payable by law to a guardian appointed by my will and to use it for the minor's health, maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Lanform .Transfers to iYlincrrs Act. iviy executor as guardian shall have the same powers as my executor. APPOINTMENT OF EXECUTORS TENTH: I appoint my children, PEGGY J. SNYDER, GINGER Y. GOODYEAR and DALE L. HAIR, or the survivors thereof, executors of my will. ini WAIVER OF BOND ELEVENTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. INTERCHANGEABILITY OF LANGUAGE TWELFTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS THIRTEENTH: The headings used on the various pazagraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this ZCry~~ day of~`~, 2007. ~'~ . Julia A. Hai Witness + L- Witness LC:c ACKNOWLEDGMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. ~Ve, JULIA A. HAIR, the Testatrix in and the undersigned witnesses to the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the Testatrix, a~ hereby acknowledge that 1 signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her will, that she signed it willingly and 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 a witness and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Testatrix ~~~~~ ~ t Witness ~ ,, ~ ~~2 _ , Witness ~ (. (~-t~ Notary Public CUMMUNWEALT'H OP PENNSYLVANIA Robert RNBIack,INotary Publfc Carlisle Boro, Cumberland County I My Commission Expires Sept. 28, 2009 ~J~~~~111.J COL;~`JTY NATIONAL BANK August 6, 2009 Robert R. Black, Esquire Landis & Black 36 South Hanover Street Carlisle, PA, 17013 RE: Estate of Julia A. Hair Date of death: July 7, 2009 Dear Mr. Black: Mrs. Hair hhd the following accounts with this bank, all of which were in her name alone. The balances are as of July 7, 2009, the date of death. Christmas Club 45899698 opened 10/31/2008 with a balance of $2,300.00 plus $5.17 accrued interest; Checking account 4118419 opened 2/4/1985 with a balance of $6,549.99; ,,'Money market account 441629182 opened 6/16/2006 with a balance of $31,771.40 ` plus $3.22 accrued interest; ;-'Certificate of deposit ~i158179 opened 10/19/2001 with a balance of $6,572.73 plus $214.47 accrued interest; 'Certificate of deposit 4158180 opened 10/19/2001 with a balance of $12,427.08 plus $111.89 accrued interest; and _ IRA 49000220 opened 4/6/1990 with a balance of $10,919.97 plu3 $38.44 accrued interest. Mrs. Hair also had Certificate of deposit 4/176250 in her name or Peggy J. Snyder opened 5/31/2005 fn the amount of $14,716.02 plus $6.45 accrued interest. Also certificate 44165251 in her name or Ginger Y. Goodyear opened 5/31/2005 for $14,716.02 plus $6.45 accrued interest. Sincerely yours, ~, Carolyn H. Koug PO Bux 3129, GEm~ssuuxc, PA 17325 ~ rtiotie 717.334.3161 ( roi.~ r-iue £;88.334.2262 ~ wnvwacnb.com MEMBERS 1ST FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Number/Suffix 332588-00 Date Account Established 06/20/2008 _ Principal Balance at Date of peach $5A42 . --- - - - Accrued Interest to Date of Death $.00 Total Principal and Accnled Interest $50.42 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 332588-40 Date Account Established 06/20/2008 Principal Balance at Date of Death $15,502.07 Accrued Interest to Date of Death $8.15 Total Principal and Accrued Interest $15,510.22 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 3325882 Date Account Established 06/20/2008 Principal Balance at Date of Death $12,401.64 Accrued Interest to Date of Death $6.52 Total Principal and Accrued Interest $12,408.16 Name of Joint Owner None 332588-41 06/20/2008 $15,502.07 $8.15 $15,510.22 None E BERS 1sT FEDERAL C~RED~~ITUNION _ ___ ~ 1~ -- - ~.~ aril a A. ne Insurance Services Specialist August 11, 2009 Estate of: JULIA A. HAIR Date of Death: 07/07/2009 Social Security Number: 196-14-3474 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org 1 G~7 i1Vn VV~Uy KA4 yy Refererroe ID: 2764126 Wachovia Bank N.A. Balancx Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 August 12, 2009 LANDIS ~t BLACK ATTN: ROBERT R BLACK ** SUB7EC"T: Verification /Confirmation of Aooount and Balance Information provided for: Customer: JULIA A $AIR (SSN# X~II~C-XX-3474) Date of Death; Jaly 7, 2009 sit Account Information Acooud Acooimt Daft of Death A _ TYPt Nomber Balaaoe Balance' ~ Dated Rate Irfereat Irferot Paid Closod 1RA ~a{4%3 $1,774.82 4/24/1995 LEGAL TITLE: ]ULiA A HAIR 51.43 532.52 For 13a~eficiary Claim Form infonnatiorS please call 1(866)786-4890. IItA 361 51,2%.33 4/24/1995 LEGAL TITLE: JULIA A HAIR 51.06 $23.76 For Beneficiary Claim Form infom-ation, please call 1(866)786.4890. IItA XXtDG~GCG~%S 51,380.83 3/4/1988 LEGAL TITLE: JULIA A HAIR 51.10 524.63 For Beneficiary Claim Form intl'umulicn, please call 1(866)786-4890. IItA 064 53,194.99 3/25/1988 LEGAL Tfl'LE: ]ULiA A HAIIZ 52.34 536.99 Far Beneficiary Claim Form inforrrration, Please call 1(866)786-4890. Y'~8-ncwecmfax`L-11 tai 1Li zuua ~ : ;~~ : lb 1+P7 YAlir. L/ UUL r a.x ~~rv~r Refera~oe ID: 2764126 No Safe Depot Boot found for uetomer. • Date of death balance does not include accrued interest. • If date of death oeonrrs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. ~,r.,~~ Amy (}raybill Servioenter Assooiato Phone: (540)563-7323 a& a8 ^w w-sU, vo eox ~ ~a~uUeueO, vn,na. MOUE ceao~ r~eaoaa (05_-_ 0 1c ~~'~ ~~e ~~, 1 ~a. Sri FI Pe P r ~ 3 ~ NAL ~, r o7.5~ SETTLEMENT SELLER NAME 1 T1 ~. ~5'~.'~'G p ~ ~, i~ ~ ~ ~/ ADDRESS- qS ~C:~t ~' ~t~EL,O~ I~c~~i iIt k ~I~ LOCATION OF SALE AUCTIONEER CLERK o O~O CASHIER OTHER EXPENSES $ 4il,oo dvcr 'si.,a, $ 255.85 i ~~ Ie~- $ o, ~ $ $ ~,: $ '{ Yi,! $ $ i;~; ~ ~{. .~ $ DATE OF SALE tO PHONE ZIP PHONE ~~ ~ " S.3 CASH $ 1 ~ ~ ~S CHECKS $ ~~ ,514 • JTS OTHER RECEIPTS TOTAL RECEIPTS LESS TOTAL EXPENSES $ $ $ $ $ $ $ $ y I o' . Sa $--227 ,~. . ,ar ';}! I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds from the auction of m~ goods and property sold on the above date. I accept all responsibili for rovidi merchantable title ro all goods, and property sold, and for delivery of title to the purchaser. ~ p ng ,~ .~ -- ~~ ~ ~ERTIFtGATE OF TITLE FOR A EHICL.E '" 0?17006 5C101g18-Gt3]~ ~CPAfP74~1~2X140834 I 2d[]2 CORD I 5"?6C1~~L[~.?Tt~' M~ E NUMBER TI VEHICLE IDENTIFICATION NUMBER YEAR MAKfi OF VEHICLE I TL ~~CI6T07( p41~`'i3 ! Q SD'N d g(py TYPE ~ DUP I SEAT CAP . ~ ~ PRIOR TITLE STATE ODOM. PROGD. DATE ii ODOM. MILES k II ODOM STATUS t +~ ~/~~~ ~ ~ wy i~ / . f ~~FS~/ ~~ 4 ~ ~ ~, .... ~ J { TITLE BRANDS - O G PATE PA TRLED DATE OF ISSUE I UNLADEN WEIGHT OVWR GCWR I ppQAIETER STATUS ' 0 . ACTpAL MWEADE t . MII.E.K®E EXCEEDS TFIE NECHA1aGAL UMIT9 2 -NOT THE AC'SilAl MILEAGE ~::., 3 ~ NC7 TWE ADFWL MIL~EACiE-ODOMETER TAMPERIrki VERIFIED ~ 4. EXEMPT FROM ODOMETER DISCLOSURE ~ C ;~1A~~"~f'6i-, fT~ !'~t'11j~~, ~ T[I'4E BRAN0.S tICLE V A TIGGE ~F ~ ,. ~ { ER(S) RED OWN .'+ . ~ ~ . ~ ~ ~ ~ A ~ N ~ ,~ ! C = CLA5S16 VSNICLE D . CYCLE YE q ~ ~ ~ tt. ~I t hrJl{f'~'~T'~M11?P+i~(r[ D1fT~ ` ~ 1\ 1`~A A MA .__ _--.._-_- ~- - ~--~ - F . r -~~3,:,,3- ~ ~ ~., ~ otsTRreuTror, ~t~~ILLE PA9,72~+1 H.'AtiR~LTU~~~LE L sLODOINO VEHICLE LSWAS A POLK:E VEHICLE p : -R . RECONaTRUCTED . 5 . STREET ROD T =RECOVERED THEFT VEHK:LE V .VEHICLE CDNTAIN6 REISSUED VttJ W . FLOOD VEHICLE X . I&WAS A TAXI fTtJEN FAVOR OFi SECOND UEN FAVOR'Of: - W V ~u 1 N N HRST LlEff RELEASED DATE BV AtfTHORIZEDREPFlE$ENTATIVE ~'ADDAESS" '. 0~9(J3b JULIA A HAIR $~ HATR_ :RD NEbiVILLE PA 17241 II a ttecorid Nenholder is listed upon yfMtecUp^ of the first lien, are lirel Ilenhader fnUat totwatd this Title to tha Bureau of Motor Ver~iolee N1kt UIB appropriate form end fee.. '. SECOND LIEN RELEASED pATB BY q AIZED REP SENTA7iVE ~ I ~eroly e, a uro date a rasa., aw ofr~lal re~ome a me Permsytienla D of ale sera-vehicle. iDRleeo AND swotsf ~~ v..c. .,, ..... _.._. _..... a; ~ K,.- ALLEN ~ BIEMLER Secnetaty of Transportatbn If a co-purchaser other than your spouse is listed sntl you want the title 20 be listed' ss 'Joint Tenants With Right al Survivorship' (On dead d one owner, tale goes to survlvtng owner.) CHECK H~KIE O. t]therwlae, ih6 01iB will be issued as "Tehants in Common' (On death of one owner, Inter9et Gt d~e8secl owner goes, to hi8lher heirs Or estate). 1ST LIEN pATEi '~'~ FF NO LIEN. CHECK ~~.~'~~ tST LIENROLDER STREET ORY. STATE Zip I~IF TWIS IS AN ELT, CHECK HERE ~ fINANCFAL .~,~. IF NO LIEN, CHECK I I STATE ZIP JJCb11- 2ND LfEN'pATE: 4r tJi+eY meke@ eOPecefien Iw De,WImEe et TiN to ma' veNUe eNCeeae - ,~ee.a tNE~Mf m M enunbnr.asena emu Ne.raaims set tam nae. 2ND LIENHOLDER ,87AEGT aK)NATVRE OF APPDCANYOR AIJfMeRIZEe SIDNER clTv eavUTVRe ov cbAw>LlcurrrtnEE DF