HomeMy WebLinkAbout03-10-10 (2)1505607121
REV-1500 EX (~-05) .:..,
PA Department of Revenue Coun Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN ~
Po Box 260601 2 1 0 9 0 6 4 1
Harrisburc, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 7 5 2 0 4 2 6 8 0 6 1 D 2 0 0 9 0 5 2 1 1 9 2 7
Decedent's Last Name Suffix Decedent's First Name MI
G R A M L I N G W A D E L
(If 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
0 1. Original Retum
4. Limited Estate
0 6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise {dale of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
3. Remainder Retum (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
T H O M A S L W E N G E R E S Q 71 ? 2 3 4 41 8 2
Firm Name (If Applicable)
W I X W E N G E R & W E I D N E R
First line of address
5 0 8 N O R T H S E C O N D S T R E E T
Second line of address
P O B O X 8 4 5
City or Post Office State ZIP Code
N
H A R R I S B U R G P A 1 7 1 0 8 0 8 4 5
Correspondent's a-mail address:
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, and compf te. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SI, AT~t~' F,P S~ ~N~1~~ FOR FILING RETURN ~ /~ / DAT~
16 GR ~NWAY DRI MECHANICSBURG PA 17055
SIGNATURE OF PREPARER OT REPRESENTATIVE DATE
1 f r
508
L 1505607121
BOX 845 HARRISB
PLEASE USE ORIGINAL FORM ONLY
Side 1
PA 171
1505607121 J
#~
1505607221
REV-1500 EX
Decedent's Social Security Number
Decedents Name: WADE L• G R A M L I N G 1 7 5 2 0 4 2 6 8
RECAPITULATION
1. Real estate (Schedule A)
.................................
... 1.
.... 1 6 2 0 0 0. 0 0
2. Stocks and Bonds (Schedule B)
...........................
... 2.
.... 4 5 2 7 8 0. 8 5
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .... 3. 0 • D 0
4. Mortgages & Notes Receivable (Schedule D) ................. ... .... 4. D • D D
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ... .... 5. 4 2 8 2 7 6. 8 0
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ... .... 6. 1 2 D 1 7 7 . 4 5
7. Inter-Vivos Transfers & Miscellaneous Nq~;probate Property
(Schedule G)
S
t
Billi
R
d °) 9 8 8 7 7 4
u
epara
e
ng
equeste ... .... 7. .
8. Total Gross Assets (total Lines 1-7) ........................... 8. 1 2 6 3 1 2 2. 8 4
9. Funeral Expenses & Administrative Costs (Schedule H) ......... ... .... 9. 1 5 4 6 6. 1 4
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule t) ..... ... .... 10.
11. Total Deductions (total Lines 9 & 10) .................... ... .... 11. 1 5 4 6 6 . 1 4
12. Net Value of Estate (Line 8 minus Line 11) .................. ... .... 12. 1 2 4 7 6 5 6. 7 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. 1 2 4 7 6 5 6. 7 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.o _ 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 1 2 4 7 6 5 6. 7 D 16. 5 6 1 4 4. 5 5
17. Amount of Line 14 taxable
0
0
0
0
0
0
.
at sibling rate X .12 17, .
18. Amount of Line 14 taxable
0 D
D
0
O
D
at collateral rate X .15 18 .
19. Tax Due ................................................19.
20. FILL IN THE OPAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505607221
5 6 1 4 4. 5 5
1505607221 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 09 0641
DECEDENTS NAME
WADE L. GRAMLING
STREET ADDRESS
400 DEERFIELD RD
CITY
CAMP HILL STATE
PA ZIP
17011
Tax Payments and Credits:
t • Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit _
(1) 56,144.55
B. Prior Payments 45,000.00
C. Discount 2,368.35
Total Credits (A + B + C) (2) 47,368.35
3. InteresUPenalty 'rf applicable
D. Interest
E. Penalty
Total InteresUPenalty (D + E) (3) 0.00
4. If 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. (4) 0.00
5. If Line 1 + Line 3 is greaser than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5) 8,776.20
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 8,776.20
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 : ...................................................................... ^ Q
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ Q
c. retain a reversionary interest; or ................................... ..............
. ............................................... ^ ^X
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ ^X
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ Q
3. Did decedent own an 'intrust for' or payable upon death bank account or security at his or her death? ......... ^ Q
4. Did decedent own an Individual Retirement Account, annuity, or athernon-probate property which
contains a beneficiary designation? .................................................................................................. ^X ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS 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 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)]. 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.
REV-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
WADE L. GRAMLING 21 09 0641
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.
___ _ RBI property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. HOUSE AND LOT SITUATE AT 400 DEERFIELD ROAD, CAMP HILL, LOWER ALLEN 162,000.00
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, BEING TAX PARCEL NO.
13-24-0809-032
(SALE PENDING)
TOTAL (Also enter on line 1
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
WADE L. GRAMLING 21 09 0641
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. US SAVINGS BOND 148.08
(HELD JOINLTY WITH D. JANE GRAMLING, WHO PREDECEASED DECEDENT)
VALUATION ATTACHED
2. 2,270 SHARES F.N.B. CORPORATION STOCK (CUSIP 302520 10 1) ~ $6.315/SHR 14,607.45
DATE OF DEATH VALUE: $14,335.05
ACCRUED DIVIDENDS: $272.40
3. 358 SHARES FIFTH THIRD BANCORP STOCK (CUSIP 316773 10 0) C~ $7.265/SHR 2,600.87
DATE OF DEATH VALUE: $2,600.87
ACCRUED DIVIDENDS: $0
4. 30.9 SHARES FIFTH THIRD BANCORP STOCK (CUSIP 316773 10 0) (DRIP) C~ 224.45
$7.265/SHR
DATE OF DEATH VALUE: $224.45; ACCRUED DIVIDENDS: $0
5. 10,000 SHARES APPLIED RESEARCH ASSOCIATES STOCK ~ $43.52/SHARE 435,200.00
LIQUIDATION REQUESTED PRIOR TO DATE OF DEATH
SEE ATTACHED CORRESPONDENCE
TOTAL (Also enter on line 2, Recapitulation) $ 452, 780.85
(If more space is needed, insert additional sheets of the same size)
REV-1504 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP OR
SOLE-PROPRIETORSHIP
ESTATE OF FILE NUMBER
WADE L. GRAMLING 21 09 0641
Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporationlpartnership interest of the decedent, other than a
sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NONE 0.00
TOTAL (Also enter on line 3, Recapitulation) ~ $ 0 00
(If more space is needed, insert additional sheets of the same size)
REV-1507 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF FILE NUMBER
WADE L. GRAMLING 21 09 0641
All property janUy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. NONE 0.00
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
WADE L. GRAMLING 21 09 0641
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1. CITIZENS BANK CHECKING ACCOUNT XXXX-7910 103,563.36
DOD BALANCE: $103,563.36
ACCRUED INTEREST: $0.00
2. CITIZENS BANK CHECKING ACCOUNT XXXX-7902 2,150.10
DOD BALANCE: $2,150.10
ACCRUED INTEREST: $0.00
3. CITIZENS BANK TIME DEPOSIT XXXX-3204 109,383.81
DOD BALANCE: $109,364.64
ACCRUED INTEREST: $19.17
4. CITIZENS BANK TIME DEPOSIT XXXX-9052 102,045.94
DOD BALANCE: $101,882.65
ACCRUED INTEREST: $163.29
5. METLIFE IRA VARIABLE ANNUITY (ACCOUNT NO. V208346) 87,984.99
DOD BALANCE: $87,984.99; NO ACCRUED INTEREST
DESIGNATED BENEFICIARY: ESTATE OF WADE L. GRAMLING
6. AMERICAN FUNDS IRA/ROLLOVER (ACCOUNT NO. 64 593 318) 12,853.60
DOD BALANCE: $12,853.60
NO DESIGNATED BENEFICIARY
7. ORDINARY HOUSEHOLD GOODS, FURNISHINGS, AND CLOTHING 1,000.00
8. CASH ON HAND 20.00
9. INSURANCY POLICY UNUSED PREMIUM REFUND 200.00
10. 2005 BUICK RENDEZVOUS CXL SPORT UTILITY 9,075.00
TOTAL (Also enter on line 5, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FlLE NUMBER
WADE L. GRAMLING 21 09 0641
H an asset was made joint within one year of the decedent's date of dceth, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. TERI S. (GRAMLING) WHITE 16 GREENWAY DRIVE DAUGHTER
MECHANICSBURG, PA 17055
e
C
JOINTLY-0WNED 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 °k OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTERESI
1. A. 11/2000 PNC BANK CHECKING ACCOUNT #XXX7984 1,136.31 50. 568.16
DOD BALANCE: $1,136.31
ACCRUED INTEREST: $0.00
2. A. 11/2000 PNC BANK SAVINGS ACCOUNT #XXX3241 82,142.71 50. 41,071.36
DOD BALANCE: $82,105.74
ACCRUED INTEREST: $36.97
A. 8/1995 PSECU SAVINGS ACCOUNT (REGULAR SHARES) 2,888.09 50. 1,444.05
DOD BALANCE: $2,887.73
ACCRUED DIVIDEND: $.36
A. 8/1995 PSECU CHECKING ACCOUNT 13,787.49 50. 6,893.75
DOD BALANCE: $13,787.16
ACCRUED DIVIDEND: $.33
A. 12/2001 PSECU MONEY MARKET SHARES 77,907.62 50. 38,953.81
DOD BALANCE: $77,887.35
ACCRUED DIVIDEND: $20.27
A. 12/2008 PSECU 18 MONTH CD (C50) 35,855.85 50. 17,927.93
DOD BALANCE: $35,825.42
ACCRUED DIVIDEND: $30.43
A. 12/2000 PSECU 12 MONTH CD (C53) 14,356.77 50. 7,178.39
DOD BALANCE: $14,344.58
ACCRUED DIVIDEND: $12.19
A. 4/2002 US SAVINGS BOND 7,044.00 50. 3,522.00
VALUATION ATTACHED
A 4/2008 US SAVINGS BOND 5,236.00 50. 2,618.00
VALUATION ATTACHED
TOTAL (Also enter on line 6, Recapitulation) I $ 120 177.45
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (E98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE
WADE L. GRAMLING 21 09 0641
This schedule must be completed and filed it 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
WCIIAETHENAMEOFTHETMNSFEREE,IHEIRREIATKKISHPTODECEOENTAND
7HEDAlEOFTRANSFER.ATfACHACOPY0F7HEDEEDFORREALESTAIE.
DATE OF DEATH
VALUE OF ASSET
%OFDECD'S
INTEREST
EXCLUSION
IF~vvuc~eiEl
TAXABLE
VALUE
1. PSECU 60 MONTH IRA CERTIFICATE 5,487.10 100. 5,487.10
DOD BALANCE: $5,481.14
ACCRUED DIVIDEND: $5.96
TERI S. GRAMLING -DESIGNATED BENEFICIARY
2. VANGUARD GROUP ROLLOVER IRA 0040-880298XXXX 11,021.14 100. 11,021.14
DOD BALANCE: $11,021.14; NO ACCRUED DIV.
BENE: TERI WHITE (50%); MARK GRAMLING (50%)
3. VANGUARD GROUP ROLLOVER IRA 0085-880298XXXX 11,396.99 100. 11,396.99
DOD BALANCE: $11,396.99; NO ACCRUED DIV.
BENE: TERI WHITE (50%); MARK GRAMLING (50%)
4. AMERICAN FUNDS NON-RETIREMENT ACCOUNT 71,982.51 100. 71,982.51
DOD BALANCE: $71,982.51
TOD: TERI SUE WHITE (50%)
MARK WADE GRAMLING (50%)
TOTAL (Also enter on line 7 Recapitulation) ~ $ 99 887.74
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
WADE L. GRAMLING 21 09 0641
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MUSSELMAN FUNERAL HOME, LEMOYNE, PA -FUNERAL 1,869.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Street Address
City State Zip
Year(s) Commission Paid:
2, AttomeyFees WIX, WENGER & WEIDNER (ESTIMATED)
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 CUMBERLAND COUNTY REGISTER OF WILLS
5 Accountant's Fees STEVE GIFT, ACCOUNTANT (ESTIMATED)
6. Tax Retum Preparer's Fees
7. THE SENTINEL -ADVERTISING
8. CUMBERLAND LAW JOURNAL -ADVERTISING
9. APPRAISE EVALUATION SERVICES, INC. -STOCK VALUATIONS
10. WIX, WENGER & WEINDER -REIMBURSEMENT FOR ESTIMATED COSTS
(TRAVEL EXPENSES; POSTAGE; COPIES; ETC.)
11,000.00
722.00
1,500.00
240.64
75.00
9.50
50.00
TOTAL (Also enter on line 9, Recap~ulation) I $ 15.466.14
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
WADE L. GRAMLING 21 09 0641
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WADE L. GRAMLING 21 09 0641
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 outri ht spousal distributions, and transfers under
~
Sec. 9116 (a
(1.2)I
1. TERI S. WHITE Lineal 686,660.62
16 GREENWAY DRIVE
MECHANICSBURG, PA 17055
2. MARK W. GRAMLING Lineal 560,996.08
201 MODENA DRIVE
CARY, NC 27513-1741
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, O N 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.
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)
WILL OF WADE L. GRAMLING
I, WADE L. GRAMLING, of Camp Hill, Cumberland County,
Pennsylvania, declare this 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 the cost of a suitable gravemarker and perpetual care
for my burial plot, shall be paid from the assets of my estate as
soon as practicable after my decease.
ITEM II. I give all the residue of my estate, real and
personal, and in equal shares, to my children, TERI SUE GRAMLING
and MARK WADE GRAMLING, provided that the share of any child who
predeceases me or dies on or before the thirtieth day following
my death shall be distributed to his or her issue per stirpes
living on the thirty-first day following my death and in default
of any such then-living issue such shares. shall be added to the
share or shares for my other child.
ITEM III. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
Page 1 of 3 Pages.
ITEM IV. All federal, state, and other death taxes payable
on the property forming my gross estate for tax purposes, whether
or not it passes under this will, shall be paid out of the
principal of my residuary estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary.
ITEM V. I authorize my executor:
A. to retain and to invest in all forms of real and
personal property, regardless of (i) any limitations imposed by
law on investments by executors or trustees, (ii) any principle
of law concerning delegation of investment responsibility by
executors or trustees, or (iii) any principle of law concerning
investment diversification;
B. to compromise claims and to abandon any property
which, in my executor's opinion, is of little or no value; to
borrow from, and to .sell property to others, and to pledge
property as security for repayment of any funds borrowed;
C. 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 or leases;
Page 2 of 3 Pages.
D. to join in any merger, reorganization, voting-trust
plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
E. to use administrative or other expenses of my
estate as income tax or estate tax deductions and to value my
estate for tax purposes by any optional method permitted by the
law in force when I die, without requiring adjustments between
income and principal for any resulting effect on income or estate
taxes; and
F. to distribute IN KIND and to allocate specific
assets among the beneficiaries in such proportions as my executor
may think best, so long as the total market value of any
beneficiary's share is not affected by such allocation.
These authorities shall extend to all real and personal
property at any time held by my executor and shall continue in
full force until the actual distribution of all such property.
All powers, authorities, and discretion granted by this
will shall be in addition to those granted by law and shall be
exercisable without leave of court.
Page 3 of 3 Pages.
ITEM VI. I appoint my daughter, TERI SUE GRAMLING, executrix
under this will. Should my daughter, TERI SUE GRAMLING, fail to
qualify or cease to act as executrix, I appoint my son, MARK WADE
GRAMLING, executor under this will. No personal representative
appointed hereunder shall be required to give bond or furnish
sureties in any jurisdiction.
ITEM VII. The term "executor" and "trustee" or any pronoun
used to indicate the executor, trustee, any other fiduciary or any
beneficiary shall be deemed to apply to one or more than one
person or corporation and to the masculine, feminine or neuter
gender as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my last will, this ~ day of ~ ~ , 1995.
i
(SEAL)
WADE L. G LI G
SIGNED, SEALED, PUBLISHED, and DECLARED by Ithe above
testator, as and for his last will, in the presence of us, who
thereupon at his request, in his presence and in the presence of
each other, have hereunto subscribed our ~irames(`~s witnesses.
Page 4 of 3 Pages.
__ __
STATE OF PENNSYLVANIA )
( ss:
COUNTY OF DAUPHIN )
,~~ We, WAADE L. GRAMLING, ~ ( ~ and
14.,~~~ Jp~ ~ 1. Z. the testator and witnesses, espectively,
whose names are signed to the attached or foregoing instrument,
being first duly sworn do hereby declare to the undersigned
authority that the testator signed and executed the instrument as
his last will and that he had sianed willingly and that hP
executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the testator, signed the will as witness and that to
the best of our knowledge, the testator was at that time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
SUBSCRIBED, sworn to or affirmed, and acknowledged before me
by the above-name testator and by the witnesses whose names
appear above on , 1995.
l~ ~' ~~ ,
of ry Public
Notarial Seal
Stephanie L. Gaffey, Notary Public
Harrisburg, Dauphin Cou~~M1yy
My Commission Expires Sept. 2ii,1998
Member, PerxtsylvarraAssodation of Notaries
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July 8, 2009
Wade Gramling
400 Deerfield Road
Camp Hill, PA 17011
Deaz Wade:
Applied Reseazch Associates("ARA") accepted your offer to sell 10,000 shares of ARA
common stock at $43.52 per shaze. A direct deposit will be posted in your account on
July 8, 2009. Enclosed is your remittance advice.
Please send the stock certificate(s) representing the shares sold to Theresa Rhodes at:
Applied Reseazch Associates, Inc.
4300 San Mateo Blvd., NE
Suite A-220
Albuquerque, NM 87110
If the shares sold are less than the number of shares represented by the returned stock
certificate(s), a new certificate will be issued to you for the balance. Please contact Terry
Keaveny or Janelle Varner at (505) 881-8074 if you have any questions or concerns.
Sincerely,
~U~~~1-----'
Jeff Wilkins
Chief Financial Officer, EVP
JW/tr
CORPORATE
4300 SAN MATEO BLVD. NE, SUITEA-220 ~ ALBUQUERQUE, NM 87110
/F11iG1 RR~_R/17A ~ GAY• /FnF1 SZR4_QR74 ~ UI/IMA/ dRd (`(1AA
Ci#izens Bank°
July 23, 2009
DENISE B WILLIAMSON
508 N 2ND ST
PO BOX 845
HARRISBURG PA 17108-0845
Estate of WADE L GRAMLING
Date of Death: Jun 10, 2009
SSN: 175-20-4268
Dear Sir/Madam:
525 William Penn Place
Suite 153-2618
Pittsburgh, PA 15219
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his date of death.
The decedent had 4 active accounts at the time of his death and he had no Safe Deposit Box.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 1-888-999-6884
Sincerely,
Phillip Lynch
Operations Services
Citizens Bank
Account Number 6214927902
Account Title WADE L GRAMLING
Date O ned 5/9/2006
Account T e Checkin
Princi al Balance as of DOD $2150.10
Interest from Last Postin to DOD $ .00
Account Balance as of DOE $2150.10
YTD Interest to DOD $ .91
Citizens Bank°
Account Number 6214927910
Account Title WADE L GRAMLING
Date O ned 5/9/2006
Account T e Checkin
Princi al Balance as ofDOD $103563.36
Interest from Last Postin to DOD $ .00
Account Balance as ofDOD - $103563.36
YTD Interest to DOD $859.75
t~#izens Bank°
Account Number 6248-759052
Account Title WADE L GRAMLING
Date O ened 5/9/2006
Account T e Time De osits
Princi a1 Balance as of DOD $101882.65
Interest from Last Postin to DOD $163.29
Account Balance as of DOD $102045.94
YTD Interest to DOD $1358.85
Citizens Bank
Account Number 6250-473204
Account Title WADE L GRAIVII.,ING
Date O ened 5/9/2007
Account T e Time De osits
Princi al Balance as of DOD $109364.64
Interest from Last Postin to DOD $19.17
Account Balance as of DOD $109383.81
YTD Interest to DOD $1728.91
MetLife
P.O, Box 14594
Des Moines IA 50306-3594
MetLife
August 11, 2009
Denise Williamson Copy to:
Wix Wenger & Weidner Agent: Office Manager
PO Box 845 Agency: 154
Harrisburg PA 17108-0845
RE: METROPOLITAN LIFE INSURANCE COMPANY CONTRACT" V208346
OWNER Wade L Gramling
Dear Ms Williamson:
Thank you for your recent correspondence. The following is the information requested:
1. IRA variable annuity
2. Designated beneficiary: Estate of Wade L Gramling
3. Account number: V208346
4. Date of death value: $87,984.99
5. Variable annuities do not accrue interest. Values fluctuate daily with market performance
6. Account is individually owned.
!f you have any questions, please contact your representative or call our Customer Service Center at
(800) 777-5897 Monday through Thursday between 8:30 a.m, and 6:00 p.m., ET and Friday from 8:30
a.m. until 5:00 p.m., ET.
Sincerely,
Marcia Casperson
Sr Annuity Representative -Post Issue Processing
Metlife Annuity Operations and Services
*This contract was issued by The New England Mutual Life Insurance Comparry, which was merged into MetLife on 8/30/I996.
American Funds - Historica) Account Balance
Historical account balance
« aaturn to unt;,~~n~
As of June 10, 2009
Total value: $84,836,11
Non-retlrernent accouns;: $71,982.51
Retirement accounts: $12,853.60
Retirement accounts
_ 5~lect, s c~Iffe1.~®n,~.,~~ .J~__.
CBAT COST IRAIROLhOVER Account: 6 9 18
WADE L ORAMLINGIDECro .
Fund Name Shares
June 10, NAV
June 10, Market
Value
2009 x009 June 10, 2009
CAPITAL WORLD GROWTH AND INCOME FUND-A 0.000 $28.62 $0.00
(33)
THE GROWTH FUND OF AMERICA - A (05) 546.729 $23.51 $12,853.60
THE INCOME FUND OF AMERICA - A (O6) 0.000 $13.31 $0.00
Account Totals $12;853.60
As of June 10, 2009
Total vaMue: $84,836.11
Non-retirement accounts: $7],,982.51
Retirement accounts: $12,853.60
..
_ _. 7 2009 ._ . _ _ . _
https://acco~alts.amezica~a~i~n~ds.com/tf/F,ANWeb _
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Ju1.22. 2009 10:32AM PNC BANK 412-105-2747 No. 6586 P. 1/1
~Pl'~I~
LtO?HEMIAY
July 22, 2009
Wix, Wenger & Weidner ,
Denise B Williamson
508 N Second St
PO Box 845
I3arrisburg, PA 17105
RE: Name: Wade L Gramling .
SSN: 175-20-4268
DOD: 06-10-2009
Dear Ms. Williamson:
In. response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Checking Account
Account # 5003167984
WADE L GRAMLING
TERI S GRAMLING
DOD balance: $1,136.31 + 0.00 accrued interest
Interest paid O 1-Ol -2009 thru 06-10-2009 $0.00 Y'I'D
Savings Account
Account # 5003173241
WADE L GRAMLING
TERI S GRAMLING
DOD balance: $82,105.74 + 36.97 accrued interest
Interest paid 01-01-2009 thru 06-10-2009 $270.29 YTD
Established: 11-21-2000
Established: 11-21-2000
Please note that this office provides date of death balances for deposit accounts (T.RAs, CDs, Checking and
Savings). We do not proeeu aa3- Sns~ncisl transactions or provdde atatemeata. If you need assistance with
a~+ of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
JUL. 29. 2009 9;48aM
PSE(~
D1sNI5}3 B. WILLIAMSON
GO WIX V~ENGER &'VV'EIDNBR
508 NORTH S1;COND ST
HARRISSURO, PA 17108-0848
Dear MS. WIIZ,IAMSON:
rely 29, 2009
Account # 017531
VIA FAX 717.234.4224 '
N0. 590 P. 2
The follorwing is the status of WADE I.. CrRAh~II',ING's account with PSBCU as of the date of death.
Joim Owner's Name TERI S. GrI2AMLING, ADDED 08.17.1995 AS JOINT Tl/NAI~'1"V~i1/ROS
Date of Death 06.10.2009
Date ofBirth 05.21.1927
Share Desclrlptio>o Open date Balance Accrued Dividend
S 01 Regular Sisares 03.15.1978 $ 2,887.73 $ 0.36
5 04 Checking 03.15.1978 13,787.6 0.33
• S 07 Money Market Shares 12.102001 77,887.35 20.27
C50 ' 18 Month Certificate 12.29.2008 35,825.42 30.43
C53 12 Month Certificate 12.26.2000 14,344.58 12.19
• • C54 6011~ionth 1RA Certificate* 08.08.2003 5,481.14 5.96
• *Teri. S. C~ramling-designated IItA beme$ciary
• • Y.oan Descriptiop Open Date Balance i~ccraed Interest
Y, O 1 PSL Loan 03.16.1987 $ 0.00 $ 0.00
L 09 VISA 03,19.1987 0.00 0.00
The dividend earned from January 1, 2009 through the date of death was S 1,262.92. We dio not have safe deposit
boxes four our members.
If you have any questions, please call 234-8484 in Harrisburg or o~ to11-£cee ~aumber, (80Q) 237-732$. At the menu
prompt, eater 6 and then extension 2227.
sincezely,
Meade F
Mermber Service Representative
Fiu~ce Support I]'nit
Pennsrlwgnla Slate >tmplo+yees Credit Union
_. Main Address: 1 Credit Un1on PIQce, Horrisburg, PA 17110.2990. 717.234.8484 • 800.237.7328
----- -
--- --Mailing Address: P.O, Bc~c 67D13, Horrisburg, PA 17106-7013..x. 7,17.777.2100 (TDD] • 800.472.1967 (TDDJ
__.- _ ._
• ~ - psecvcoen -_ _ __ --,_
,•. ...__ ~_!.L_R• f-.....J L.,I.. NnKn....l rx..i:111n:nn
Yldminimopon. Eovol OapoAUtury Lender -
November 23, 2009
DENISE B WILLIAMSON
WIX WENGER & WEIDNER PC
PO BOX 845
HARRISBURG PA 17108-0845
Re: Estate of Wade L. Gramling
Dear Ms. Williamson:
Vanguard®
P.O. Box 2600
Valley Forge, PA 19482-2600
www.vanguard.com
We are responding to the letter we received notifying us of the death of Wade L.
Gramling, and requesting a valuation of his Vanguard account on June 10, 2009.
First, please convey our condolences to the family for their loss. The information
requested is included on the enclosed account value report.
If you have any questions, please call us at 800-662-2739. -You can reach us on
business days from 8 a.m. to 10 p.m. and on Saturdays from 9 a.m. to 4 p.m.,
Eastern time.
Sincerely,
~~~
Amy Dudley
Registered Representative
Retail Investor Group
Enclosure(s): ** Wade L. Gramling -Account Value Report
51333887
Wade L Gramling
400 Deerfield Rd
Camp Hill, PA 17011-8438
~~irr' ,~
1~anguatd.
Client Services: 800-662-2739
Page > 1 of 1
Total report value: $22,418.13
(Total report value includes any accrued dividends.)
Name Fund & Account Date Price Per Accrued
Number Opened Shares Share Value* Dividends
500 Index Fund Inv 0040-88029820607 10/10/2008 126.811 $86.91 $11,021.14 -
Total Stock Mkt Idx Inv 0085-88029820607 10/10/2008 493.376 $23.10 $11,396.99 -
Totals $22,418.13 $0.00
ucesn t mc~uae accrues aroiaenas.
1655098323 11 /23/2009 12:12:43
WIX, WENGER &WEIDNER
A PROFESSIONAL CORPORATION THOMAS L. WENGER
RICHARD H. WIX ATTORNEYS AT LAW DEAN A. WEIDNER
STEVEN C. WILDS 508 NORTH SECOND STREET ROBERT C. SPITZER
THERESA L. SHADE WIX' OF Counsel
DAVID R. GETZ POST OFFICE BOX 845
STEPHEN J. DZURANIN HARRISBURG, PENNSYLVANIA 17108-0845
JEFFREY C. CLARK
PETER G. HOWLAND
Suburban Once:
(717) 234-4182 4705 DUKE STREET
' HARRISBURG. PA 17109-3041
Also Member Massachusett68x FAX (717) 234-4224 (717) 652-8455
www.wwwpalaw.com
March 9, 2010
Ms. Glenda Farner Strasbaugh
Register of Wills a
Cumberland County Courthouse ~
~.o ~, ,r.,
One Courthouse Square ;' ~? ~ a ~~
Carlisle, PA 17013-3387 ~
I ~ ~ ;
~' j
t: v
4_ ~
C~1~~ -
O ~a~.., ~V.-
-~.i `_
?
Re: Estate of Wade L. Gramling c~,U ~? -_, .
cry ~-..:y
Estate File No. 2109-0641 °~ ~ -
Our File No. 9370-15335 ~'~ •• ~~ ~'~~
o "~ c:u
~, --,
Dear Ms. Strasbaugh:
We enclose the following documents for filing on behalf of the above-captioned
estate:
1. The original and one copy of the Inheritance Tax Return;
2. Our client's check in the amount of $8,776.20, made payable to the
"Register of Wills, Agent," representing the additional inheritance tax due;
3. Our client's check in the amount of $50.00, made payable to the Register
of Wills, representing the additional probate fee due;
4. The original and one copy of the Inventory; and
5. Our client's check in the amount of $30.00, made payable to the Register
of Wills, representing your filing fees.
Please process these documents at your earliest convenience and' return time-
stamped copies to our office. Aself-addressed, stamped envelope is enclosed for your
convenience.
WIX, WENGER & WEIDNER
Ms. Glenda Farner Strasbaugh
March 9, 2010
Page 2
Thank you for your assistance in this matter. If you have any questions
regarding the above, please call me.
Sincerely,
WIX, W GER & W IDNER
{
By: -
Denise B. Williamson
Paralegal
/dbw
Enclosures
cc: Mrs. Teri S. White
Thomas L. Wenger, Esquire
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