The URL can be used to link to this page

Home My WebLink About10-22-1015056051058 REV-~ 5OO EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes ~ INHERITANCE TAX RETURN ry PO BOX 280601 21 10 0467 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 189-30-9521 04/25/2010 05/12/1936 Decedent's Last Name Suffix Decedent's First Name MI Wuenstel Jr Joseph J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ~: 1. Original Return 4. Limited Estate • 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date 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 Retw~n (date of death prior to 12-13-82) 5. Federal Estate Tax Return 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 TO: Name Daytime Telephone Number Lisa Marie Coyne, Esq. (717) 737-0464 r~. , Firm Name (If Applicable) ~'"; --- _ REGISTER E?F 3~Il.,k~i.9SE i~~.1?-__; _ _ '- Coyne & Coyne, P.C. ~ ~ ~ ~-; °, - :~..~~ ; First line of address - - ~ -~ ~, 3901 Market Street - ~ r~.~ ' Second line of address -~ ' ~ ~ -~ ~~ _ __._ ~~) ~ _ Cit or Post Office i.~Arrv.ral.-r .~ -- - :"-- Y State ZIP Code r ~- Camp Hill PA 17011 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, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ATURE OF PERS N RES NSIBL ~ R FILING RETURN ~} DATE ~r ~~~~~~~ ~U A RES ayne C, Crothers P.O. Box 455, Lemont, PA 16851 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE -_ ADDRESS PLEASE USE ORIGINAL FORM ONLY 15056051058 Side 1 15056051058 --~ J REV-1500 EX 1505Fi052059 Decedent's Name: JOSeph J Wuenstel RECAPITULATION 1. Real estate (Schedule A) . ............ . ....................... .. .... 1 2. Stocks and Bonds (Schedule B) ....... ............................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ................... .... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) ................................. .. g. 9. Funeral Expenses & Administrative Costs (Schedule H)... g. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 & 10) ........................ 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 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 (a)(1.2) X .0 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 16. 17. Amount of Line 14 taxable at sibling rate X .12 101,246.87 17 18. Amount of Line 14 taxable at collateral rate X .15 1 g 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 Decedent's Social Security Number 189-30-9521 0.00 23,662.70 0.00 0.00 76,569.93 270.9s 24,185.00 124,688.61 21,033.74 2,408.00 23,441.74 10'1,246.87 C-.00 101,246.87 12,150.00 12,150.00 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 10 0467 DECEDENT'S NAME Joseph J Wuenstel STREET ADDRESS 3609 Kohler Place, Apt. #1 CITY Camp Hill DECEDENT'S SOCIAL SECURITY NUMBER 189-30-9521 STATE ZIP PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 12,150.00 2. Credits/Payments A. Spousal Poverty Credit 6. Prior Payments 10, 000.00 -___ C. Discount 526.00 Total Credits (A + B + C) (2) 10,526.00 3. lnterestlPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (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 greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,624.00 A. Enter the interest on the tax due. (5A) U.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,624.00 Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and; Yes No a. retain the use or income of the property transferred :................................................................................... ....... ^ (~ b. retain the right to designate who shall use the property transferred or its income : ...................................... ...... ^ (~ c. retain a reversionary interest; or .................................................................................................................... ...... ^ l~ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................... ....... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... ....... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE iT AS PART OF THE RETURN. 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 they 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)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE B ' STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT __ _ ESTATE OF FILE NUMBER WUENSTEL, JOSEPH J 2 ] - ] 0 - O4(~7 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1 297.76290$ Shares of AT&T Stock 2 654 Shares of Comcast Stock UNIT VALUE VALUE AT DATE OF DEATH 2.25 7,n 1 b.UO 24.23 ] S,R46.00 TOTAL (Also enter on {ine 2, Recapitulation) 23,662.OU SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WUENSTEL, JOSEPH J 21 - 1 U - 1)467 Include the proceeds of litigation and the date the proceeds were received by the estate. Ali property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Members 1st FCU Savings Acct. 106.00 2 Memberst 1st FCU Checking Acct. 18.00 3 Members 1st FCU Supplemental Savings Acct. 1, 05 7.00 4 Members 1st FC'U Cert. of Deposit No. 41 10,010.00 5 Members 1st FCU Cert. of Deposit No. 42 4.'794.00 6 Members 1st FCU Cert of Deposit No. 45 1 U,69 I.OU 7 Members 1st FCU Cert. of Deposit NO. 46 12,1 18.00 8 M&T Bank Checking Acct. 5,569.00 9 HH Savings Bond No. V1302649HH 5,000.00 10 HH Savings Bond No. V 1302547HH 5,000.00 11 HH Savings Bond No. V 1302647HH 5.('i00.00 12 HH Savings Bond No. D4604669HH 50U.O0 13 Vanguard Investment Account 15,808.00 TOTAL (Also enter on Line 5, Recapitulation) I 76,571.00 S~ MEMBERS 1St FEDERAL CREDIT iTNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner SUPPLEMENTAL SAVINGS: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 240433-00 01 /30/2004 $105.78 $.02 $105.80 None 240433-11 01 /30/2004 $18.13 $.00 $18.13 None 240433-01 01 /30/2004 $1,057.04 $.21 $1,057.25 None 240433-41 05!08/2009 $10, 894.69 $14.90 $10, 909.60 None 240433-42 05/09/2008* $4,790.83 $2.99 $4, 793.82 None ~t1q y 2 ~~~~ .~ ,\ `~ '~ ~, 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 ww~,~members9.st.org CERTIFICATES OF DEPOSIT: Account NumbeNSuffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint-Owner 240433-45 01 /29/2010** $10,681.82 $9.06 $10,690.88 None 240433-46 03/29/2010 $12,106.14 $11.46 $12,117.60 None * Opened by transfer of funds from Certificate 240433-43 opened 217!2007 ** Opened by transfer of funds from Certificate 240433-40 opened 2/29/2008 MEMBERS 1ST FEDERAL CREDIT UN{ON -G~~,,~ Leigh-Anne Stallings Lending Insurance Support Specialist May 20, 2010 Estate of: Joseph J. Wuenstel Jr. Date of Death: April 25, 2010 Social Security Number: 189-30-9521 p M~~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Coyne & Coyne Lisa Marie Coyne 3901 Market Street Camp Hill, PA 17011-4227 D ~ ~ ~ D ~ ~ Phone (888) 502-4349 + Fax (302)934-2955 MAY 2 ~ 2010 .May 19, 2010 Re: Estate of: Joseph J Wuenstel Jr Social Security: 189-30-9521 Date of Death: April 25, 2010 Dear Sir or Madam: Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 38317044 Ownership (Names of) Joseph J Wuenstel Opening Date 0428185 Balance on Date of Death $ 5568.88 Accrued Interest $ 0.00 Total $ 5568.88 Please be advised, there was a safe deposit box found for the above decedent at the Trindel Rd branch, box ~# 314. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our West Shore Plaza branch. Call# 717-731-1730 Sincerely, No issa Sears Adjustment Services ~. \\ `~, ~~, ,, `~ 210 10:59AM PNC BANK 411-IUh-114! ,~ J, j. / ,, i Sr ~~ ~~~~ 3~.~D~+1~3 THE itV~lY June 1~$, 2010 Lisa Marie Coyne Coyne & Coyne P~.C. 3 941 Market St Camp Hill, PA 17011-4227 RE: Joseph J Wuenstel SSN: 189-30-9521 }~~)~: 04-2~-2010 IVO. `h~ 1 I r. li I Dear: Ms. Coyne: , In response to your rcqucst for late of Death (DOD) balances for the customer noted above, our retards show the following: C'becking Accoun# Account ~ 9473840 Established: U~-14-2008 WII.LIAM B V~TUENSTEL ~ . JOSEPH J WLIENSTEL DOD balance: ~ $ 541.9b non irrterest bearing Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). VVe do not process any ~i;Qancial transactions or provide statemeats. Yf you need assistance with any of these items, please call 11888-PNC-BANK (1-888-762-2265) or stop by your local PNC dank branch office. Sincerely, Na~io~al Financial Services Center_ ,- PNC Bad, N.A. Member FDIC Page 1 cif 1 r .,,~ - _ ---- - - _ - -_-_-.ncrc~.~ar- ruY_~TtM~f 3Q[]CJ~ONSlf~~-"~Try~'7A28'-Gf 1.43ItC-'~--._ -_!' i _ ''r `'.-I _-.. _ v -_ _ -_ _ -_' _ =. --~r=~r ~ - .__ - - - ---- _ - -- - _ ___ ,. - - - - ~ - -_-_ `1 e ~uu:~i u:_ - ~ ~ - ~ i~ - -- - _ ,~ _ - - --' --- - -- -- -- . ~ ~ ~~_~ _ . -_-- NONTH~- -SOC.SEC/.EMP=ID=NO _ _ _ _ _ --NEAR _ 'tom ~=_-_ , f __ - = 1 1 ~ -___ --- .... .. .. - ---.. ._ ~ _... ... .. _... - - ---- a- ___ __- '__ .-- '__ __- ..-. c ii _ rc~---- ~~ ~c-t _- _._ _ _ __ _~~C.= __ _ - ~_ - -- - ___-_ - --_ - _ --_~~e6 -__ - _ _ _ - ,.;~ ~ ~:~.~ .~ JU ~ - 6 ~. ~~ia ~ Joseph J. Wuenstel 3609 Kohler PI Apt 1 Camp Hill, PA 17011-2760 ~_.:~ ~ Page > 1 of 1 ~~~ ,. Client Services: 800-662-2739 Total report value: $15,807.97 (Total report value includes any accrued dividends. ) Doesn't include accrued dividends. , '" As of the prior business date, 04/23/2010, since the report date is a nonbusiness day ,, l -'~ /I ='~` r _~`' ;. ~~" ~. 0039641793 06./23/2010 13; %';•`~ %~ 1 ,,, ~. ' ~ SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WUENSTEL, JOSEPH J 21 - 10 - 0467 If 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 C)ECEDENT A William B. Wuenstel 2100 Bent Creek Blvd. Brother Mechanicsburg, PA 17050 JOINTLY OWNED PROPERTY; DESCRIPTION OF PROPERTY ITEM LETTER 'FOR JOINT DATE MADE .Include name of financial institution and bank account number' DATE OF DEATH OF DATE OF DEATH °~° DECD'S A OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real 'VALUE OF ASSET V LUE INTEREST DECEDENT'S INTEREST ..estate. 1 A 07118/2008 PNC Checking Acct. No. XXXX840 54196 50°4, ??U.9~ TOTAL (Also enter on line 6, Recapitulation) 270.98 SCHEDULE G ,~ INTER-V1VOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT __ - - ESTATE OF FILE NUMBER WUENSTEL, JOSEPH J 21 - ] 0 - 0467 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. __ DESCRIPTION OF PROPERTY o ITEM Include the name of the transferee, their relationship to decedent and the date of transfer.. DATE OF DEATH DECDFS EXCLU~~ION TAXABLE VALUE NUMBER Attach a copy of the deed for real estate. VALUE OF ASSET (IF APPLICABLE) INTEREST 1 MetLife Annunity Contract No. 078315520AB 14,415.91 ~ 14,416.00 Beneficiary; Jayne C. Crothers, Sister 2 Western & Southern Annuity Contract No. W00208497 9,769.36' 9,769.00 TOTAL (Also enter on line 7, Recapitulation) 24,1135.00 ~j Western & Southern Life A member of Western & Southern Financial Group COYNE & COYNE ATTORNEYS AT LAW 309 MARKET STREET CAMP HILL PA 17011-1227 Dear Sir/Madam: Annuity Operations PO Box 2918 Cincinnati, OH 45201-2918 toll free 800.926.1702 fax 513.629.1799 ust 26, 2010 Thank you for your request for information on the annuity contract. I hope the following contract information is helpful to you. ~~ Annuitant: JOSEPH WUENSTEL Owner: JOSEPH WUENSTEL i Western-Southern Life Assurance Company Contract Number: W0020$49751 Date of Death Contract Value as of April 25, 2010, $9,769.36. The quoted value information is as of April 25, 2010. If you have any questions, please call our Annuity Operations Department at 1-800-926-1702. A representative will be happy to help you. Sincerely, ~~~~ Tina Cassler Annuity Operations Department DC0331-0810 Western-Southern Life Assurance Company r vlitan Life Insurance Company ~ox10342 ,~~Moines IA 50306-0342 Statement of Value of Annuity Contract MetLife 1. Name and address of Insurance Company Metropolitan Life Insurance Company, One Madison Avenue, New York, NY 10010 2. Name of Annuitant 3. Date of Annuitant's Death 4. Annuitant's Social Sec. No. JOSEPH J WUENSTEL JR 4/25/2010 189 30 9521 5. Contract Number 6. Type of Annuity 7. Date of Issue 078 315 520 AB DEFERRED 2/8/2001 8. Owner's Name 9. Assignee's Name 10. Date Assigned (Attach copy of Application) (Attach copy of assignment) JOSEPH J WUENSTEL JR N/A N/A 11. Name(s) of Beneficiary(ies) JANE C CROTHERS WILLIAM B WUENSTEL (DISCLAIMED PROCEEDS) 12. Description of Contract NON QUALIFIED 13. Value of annuity contract on date of death of Annuitant . This represents the death benefit as,foilows: Accumulation Value on Date of Death $14,415.91 Cost Basis/Return of Payments $13 879.33 Interest $0.00 Total Payout $13,842.06 c 14. How payable: One Sum X See Remarks 15. Remarks The undersi ned hereb certifies that this statement sets forth true and correct information. 16. Date of Certification Sign r Title June 24, 2010 Annuity Representative -Post Issue Processing t ., SCHEnULE H ' FUNERAL E~ENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~~N_i- _- u ~~ 11VC,~rYA1T"TY/LG RESIDENT DECEDENT ESTATE OF WUENSTEL. JOSEPH J FILE NUMBER 21 - 10 - U46"i Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. __ FUNERAL EXPENSES: 1. Neill Funeral Home ~,~~,;.{}0 2. Interment Fee ~4~4.U{~ 3. Honorarium 20{~.{}p 4. St. Alphonsus Church ~O i)U 4. Flowers and Reception ;00,00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Coyne & Coyne, P.C. l {},000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills ~; ; ; O 5. Accountant's Fees 1,000.00 6. Tax Return Preparer's Fees SOO.UO 7. Other Administrative Costs 1 Postage gg {}0 2 Toll Calls for Executrix 50.00 Total of Continuation Schedule(s) 5,085.00 TOTAL (Also enter on line 9, Recapitulation) 21,033.74 t +y i C COMMONWEALTH OF PENNSYLVANIA Funeral INHERITANCE TAX RETURN ~11n `~'~ (~Ol~nl.fed RESIDENT DECEDENT __ ESTATE OF WUENSTEL, JOSEPH J FILE NUMBER 21 - I IJ - 0467 3 Cleaning and Clearing Apartment Opp ~~0 4 Short Certificates 2p.pp 5 Legal Advertisement-- Cumberland Law Journal 7 ti . UU 6 Legal Advertisement--Patriot News ~ 2 ; . Op 7 Mileage for Executrix @ $.55/mile 1,227.E>0 8 Meals and Lodging for Executrix 1,21 U.OU 9 Reserves 2,ppp,pp 10 Inheritance Tax Filing Fee ~ S,pp 11 Obitt>ary ~ ~.~~p Page 2 of Schedule H SCHEDULE I •j DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WLTENSTEL, JOSEPH J Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 FILE NUMBER 21 - 10 - 04b7 DESCRIPTION AMOUNT Uncleared Checks ~ ,2p0.00 Chase credit card 4 ~ (>~ Sweet Arrow Spring Water 10.00 PPL ;4.00 Verizon .~~ ~~~~ Camp Hill Emergency Phys. ; ; ~~~~ ~ Final Rent for Apartment ? ; O . ~~~~ TOTAL (Also enter on Line 10, Recapitulation) ~ 2,40~,p~ REV-7513 EX+ (9-00) ,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WUENSTEL, JOSEPH J SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEfVING PROPERTY I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Jayne Crothers FILE NUMBER 21 - 1 U - U467 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE Do Not List Trustees) Sister l U(1"~, ~~1~ IZe5l~iilal I~ state Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet III 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 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No . 2010- 00467 CERTIFICATE OF GRANT OF LETTERS PA No . 2 ~- 10- 0467 Estate Of : JOSEPH J WUENSTEL JR (First, Middle, Last) Late Of : HAMPDEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No : 189-30-9521 WHEREAS, on the 5th day of May 2 010 an instrument dated August 10th 2007 was admitted to probate as the last will of JO SEPH J WUENS TEL JR (First, Middle, Last) late of HAMPDEN TOWNSH/P, CUMBERLAND County, who died on the 25th day of Apri 1 2 010 and, WHEREAS, a true copy of the will as probated i s annexed hereto . THEREFORE, I, GLENDA EARNER STRASBAUGH Register of~ Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: JA YNE C CRO THERS who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, a1.2 of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 5th day of May 2070. egrster of Wi s y Deputy ~ * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST,) ~A~~ V' ~' ~~~ ANJLJ ~~~~1:711Q'~L~N~ ~ t/ ~~p{ /~~ ~ j .Y J l.. r,~ ' ~ 1,3 ~~> ~ .n i ~.. '}O it Q ~r ~3 =7 I, JOSEPH J. WUENSTEL, of 3609 Kohler Place, Apt. 1, Camp Hill, Pennsylvania, declare this to be my Last Will and revoke any Will or Codicil previously made by me. ITEM 2: I direct that all my just debts and funeral expenses be paid a.s soon as practical after my death. ITEM 3: I direct that all taxes that may be assessed in consequencf: 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 the administration of my Estate. ITEM 4: I give, devise and bequeath all the rest, remainder and residue of my estate of ~: ,. W H '~ v~ `•~ v ~.~ W ~` ~`~~° ~, '~~ ti ~~ ~x _", ~ O ~~~ 4. "c.. every nature and wherever situate, together with all insurance thereon, to my sister, JAYNE C. CROTHERS of 687 Henszey Street, P. O. Box 4SS, Lemont, PA 16851. ITEM 5: Should my sister, JAYNE C. CROTHERS predecease me or fail to survive my death by thirty (30) days, I give, devise and bequeath all the rest, remainder and residue of my estate of every nature and wherever situate, together with all insurance thereon, to my brother-in-law, ROBERT CROTHERS. ITEM 6: My Executrix or her successor shall have the following powers in addition to those given by law to be exercised by her in her absolute discretion, which powers shall be applicable to all property held by her, effective without the order of any court and until the actual distribution of all such property: Page 1 of 6 } a. To retain any investments at discretion including stock of any corporate fiduciary hereunder or of a holding company controlling it; b. To invest and reinvest in the executrix's discretion as permitted under Act 2$ of 1999, as amended, the "Prudent Investor Act," with the specific right to invest in stocks, bonds and real estate, including non-income producing residential real estate for the occupancy of any present income beneficiary or beneficiaries, and in such diversified, proprietary money market and mutual funds, including such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated corporation or a holding company controlling it, as my executrix deems appropriate; c. To sell, to grant options for the sale of, or otherwise convert any real or personal property or interest therein, at public or private sale, for such prices, at such time, in such manner and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see to the application of the purchase money; d. To borrow money and to secure the repayment thereof 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; ~ W e. To compromise claims by or against my estate or any trust created hereunder; H ~..~ ~ ,~ W f. To allocate and distribute different kinds or disproportionate shares of property or ~~ undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each; ''°~` ~ ti To re ister investments in the name of a nominee or to hold the same unre istered in such .., a, g' g g :' `~.'~ ~ form that they will pass by delivery; `~, h. To join in any recapitalization, merger, reorganization or voting trust plan affecting investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and generally to exercise all rights of security holders; Page 2 of 6 To manage, operate, repair, alter or improve real estate or other property, and to lease real estate and other properly upon such terms and for such period as my executrix deem~,s advisable even for more than five (5) years and beyond the duration of any trust; j. To deduct administration expenses upon either the federal estate tax return or fiduciary income tax return with or without adjustment as between principal and income, as my corporate or ~ disinterested executrix shall determine; k. To associate with them in the absence of a corporate fiduciary, an accountant, custodian and investment advisor, and other agents and to compensate them from principal or income or both, as my executrix shall determine, such compensation to be a reduction of the compensation of my executrix; 1. To associate with them at any time, in her absolute discretion and of her choice, a ~~::.~ ' ~ ,~ W ~~ `~ v~ ~..~,~ W '~ Z ~.~:. ..-~~ , ~../ ~.: .~~ x ~~ ~~.~ corporate fiduciary which shall have the same powers as my executrix, such designation by my executrix and acceptance by a corporate fiduciary to be in writing; m. To combine, without prior court approval, any trust herein with arty other trust with substantially similar provisions, although such other trust may have been created by separate instruments and by different persons, and, if necessary to protect different future interests, to value the assets at the time of such combination and to record the proportionate interest of each separate trust in the combined fund; provided however, that no such combination shall be permitted if the effect of such combination would be (1) to violate the applicable rule against perpetuities; (2) to disqualify any interest in one or more of such trusts for a deduction for federal estate tax purposes which would otherwise be allowable; or (3) to cause the loss of the exempt status of one or more of such trusts from the imposition of the generation-skipping tax; Page 3 of 6 n. To exercise any stock options which they may receive; to borrow such funds from any source as my executrix may deem necessary for the exercise of such options; and to pledge assets as my executrix deems appropriate for this purpose; o. No trustee shall be required to qualify before, be appointed by, or, in the absence of a j breach of trust, account to any court (and failure to account alone shall not be considE;red such a breach); nor shall trustee be required to obtain the order or approval of any court in the exercise of any power or decision granted hereunder; p. To allocate any generation-skipping transfer tax exemption from the federal generation- '~ .- ~ '~~ W ~~ ~ ~.,~'° ~ ~~ W ~-,. 4.~ ~~ ti ~~a ~a W ~;:, V~ O skipping transfer tax to any property to which I am deemed the transferor under the provisions of Section 2652(a) of the Internal Revenue Code of 1986 and its successors, including any property transferred under my will and any property not in my probate estate and any property transferred by me during life as to which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios applicable to such transfers to be zero; q. To disclaim any interest in property without court approval; and r. To do all other acts and things necessary or appropriate in the management, administration and distribution of my estate or trust. ITEM 7: Until distributed, no gift or beneficial interest shall be subject to anticipation or voluntary or involuntary alienation. ITEM 8: I appoint my sister, JAYNE C. CROTHERS, Executrix of this, my Last Will. In the event my sister, JAYNE C. CROTHERS, predeceases me, fails to qualify or ceases to act as Executrix, I appoint brother-in-law ROBERT CROTHER5, of 687 Henszey Street, P. O. Box 455, Lemont, PA 16851, alternate Executor of this my Last Will. Page 4 of 6 ITEM 9: I direct that my personal representative or her successor, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this f ( day of ~: ~~c. ~ - ,~~~~:z,;~-~ , 2007. -~ f. ~~ ~ J~`SEP . W~~NSTEL Signed, sealed, published and declared by the above-named Testator as and fc-r his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. residing at /(~ .c~. /~~tf ~ • ~~~~,.~ ~ ~' ~~c-~ esiding at ~-c-~-- ~ ~t-~ ~ f '~~ + 7 0 ~ 5` - to ~ ~ Page 5 of 6 COMMONWEALTH OF PENNSYLVANIA ) ss: COUNTY OF CUMBERLAND ) We, JOSEPH J. WUENSTEL, ~~ n ,e„ ~ . l,~ ~ . ~ N1 C'~~-- and l~l a ~h.e~ 5,~. U~~f~' ,the Testator and the witnesses respectively, 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 signed willingly, and that he executed it as his free and voluntary act for the purpose 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 his or her knowledge, the Testator was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. ,,~ t ~ ~ j! ``1,~^ `., Jf~ EP J. WLf~NSTEL Witness Witness Subscribed, sworn and acknowledged before me ~"• ~ ' , rd ~ by JOSE/P~H J. WUENSTEL, the Testator, ft nn~ ~. 1~~ ~ f~CIL and J __t~' ^ day of y ' v~ ~ , 2007. and subscribed and sworn to before me by a ~~ ~ W sf.•4 y,~ t S ~' ,the witnesses, this Page 6 of 6 -~ Notary Public ( ) COMMONWEAL3H OF PENN3YLYANIA NOTARIAL SEAL NEMRYF COYNE, NOTARY PUBLIC i11UdPDEN TwP.~ CUMBERLAND COUN'tIr ~tY COMMISStOl~ E%PIRES 1ttNE 11 2EfOB