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HomeMy WebLinkAbout05-09-11 (2)1505610105 REV-1500 Fxco~-",~~, Y OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Counl;y Code Year File Number Bureau of Individual Taxes DEYMTM[IR OF PEVEpuE PO BOx z8o6oi INHERITANCE TAX RETURN ~-I /0 Harrisburg, PA 1~i28-o601 RESIDENT DECEDENT 4` ~ ~ O ~/ Q ~3 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth INMDDYYYY 200-24-0502 09/25/2010 04/21 /1930 _ _ _ Decedent's Last Name - Suffix Decedent's First Name MI Peffer Irene C (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW tip 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name ---- ---__ - - --_ -- _ _. - -- Daytime Telepl~e Number "y- __ - - _. - - .'! -, , -- Harry M. Baturin, Esquire ~,,._ _ (717) 234 ~~#~~f ~ 4 .. ' ~. ~? r' REGISTER~OF~:W~LaaS USE mNLY -` -n First Line of Address - ~ / ~ _7 .... J ` - i 2604 N. Second Street ~ ny ~ ".., ~ -- `~'' i. a T J ~,' ~c Second Line of Address -~ ':~`~ City or Post Office State ZIP Code L_ DATE FILED Harrisburg PA 17110 Correspondent's a-mail address: jdbandb@aol.com Under penalties of perjury, I declare that 1 have examined this return, including acx:ompanying 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. SIGN1~ /1,0~'/~!/1RS0 y~'/.//./~li9~s~''~dLING RETURN 9 ~L~~III ADDRESS `;,a~r~ D t''H,~ 41'1 rr 1.1 S~a~ S ~ 9 S. Humer nova, ave ord r., anc a ter, PA 17345 SIGNATURE OF REPARER p~~R THAN REPRESENTATIVE D~`TE ADDRESS - 2604 N S~~~i~tMHa~i ~k~c,}~A ~e PLEASE USE ORIGINAL FORM ONLY 1505610105 Side 1 1:505610105 ~~ 1,505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedents Name: Irene C. Peffer :?00-24-0502 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 158,000.00 2. Stocks and Bonds (Schedule B} ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 3,936.01 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. . Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 2,520.04 ._ _ 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 164,456.05 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 29,497.10 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. 3,500.00 _._ _. 11. Total Deductions (total Lines 9 and 10) ................................. 11. 32,997.10 ................_....... ..... 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 131,458.95 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. 131,458.95 TAX CALCULATION -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 .o _ 131,458.95 16. 5,915.65 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. 5,915.65 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYM ENT ~ Side 2 1505610205 1505610205 REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Numbeir DECEDENTS NAME Irene C. Peffer STREET ADDRESS ~--_- -~- 552 Brighton Place Mechanicsburg STATE PA I ztP 17110 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) Total Credits (A + Et) (2) (3) (4) (5) 5,915.65 0.00 5,915.65 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 .......................................................................................... ^ ~ b. retain the right to designate who shall use the property transferred or its income ............................................ ^ c. retain a reversionary interest .............................................................................................................................. ^ ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ ~ 2. If death occurred after Dec. 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ ~ 3. Did decedent own an "in trust for" orpayable-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. _..Y Iy _ ... _. .... _. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 21 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 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 4.5 percent, except as noted in [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 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+ (01-10) ~ ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF: FILE NUMBER: Irene C. Peffer 21-10-1106 AID 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. If more space is needed, use additional sheets of paper of the same size. REV-i5o8 EX+ (11-so) ~ ;~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: Irene C. Peffer SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY FILE NUMBER: 21-10-1106 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivnrchie mur+ 6n .1.~..~..~sa ..., c..~..~..~_ it more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09) i~;,.1; pennsyivania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Irene C. Peffer 21-10-1106 This schedule must be completed and filed if the answer tD 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 TRANSFEFL ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE ~. CUNA Brokerage Services (IRA) No 6CR582600) . 2,520.04 100 2,520.0 TOTAL (Also enter on Line 7, Recapitulation) $ ~ 2,520.04 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) ~ . Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Irene C. Peffer 21-10-1106 Decedent's debts must be reported on Schedule i. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Richardson Funeral Home 2,008.00 2. Luncheon (Giant) 213.68 3. Pamela's Flowers 600.00 4 Gingrich Memorial 1,000.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 9,870.00 Name(s) of Personal Representative(s) SEE_ATTACHED Street Address City State ZIP Year(s) Commission Paid: 9,870.00 2. Attorney Fees: 3,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Deborah L. Shank street Address 552 Brighton Place city Mechanicsburg state PA ZIp _17055 Relationship of Claimant to Decedent Daughter 4. Probate Fees: 331.50 5. Accountant Fees: 5. Tax Return Preparer Fees: ~• SEE ATTACHED 2,103.92 TOTAL (Also enter on Line 9, Recapitulation) I $ 29,497.10 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) ~ ~~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Irene C. Peffer 21-10-1106 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, REV-1513 EX+ (01-10) ~~~ t' Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Irene C. Peffer 21-10-1106 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 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, use additional sheets of paper of the same size. SCHEDULE J BENEFICIARIES Estate of: Irene C. Peffer File Number: 21-10-1106 Number Name and Address of Person Receiving Property Relationship To Decedent Amount or Share of Estate I Taxable Distributions 1. Barbara D. Stratmeyer Daughter 20% 4 Haverford Circle Manchester, PA 17345 2. Deborah L. Shank Daughter 20% 552 Brighton Place Mechanicsburg, PA 17055 3. Sandra D. Williams Daughter 20% 9 S. Humer Street Enola, PA 17025 4. Pamela L. Bennett Daughter 20% 16 Kim Acres Mechanicsburg, PA 17055 5. Lia M. Shank Granddaughter 10% 4084 Fawn Drive, Beauford Manor Apts. Harrisburg, PA 17109 6. Amy R. Shank Granddaughter 10% 4084 Fawn Drive, Beauford Manor Apts. Harrisburg, PA 17109 LAST WILL AND TESTAMENT OF IRENE C. PEFFEI~ LAST WILL AND TESTAMENT OF IRENE C. PEFFER I, IRENE C. PEFFER, having my legal residence at 552 Brighton Place, Mechanicsburg, Cumberland County, Pennsylvania, hereby declare this to be my Last Will and Testament, revoking all other Wills and Codicils heretofore made by me. ARTICLE ONE I am not presently marred. ARTICLE TWO I have four children whose names and birth dates are as follow;~: NAMES BIRTH DATES BARBARA D. STRATMEYER March 1~~, 1949 DEBORAH L. SHANK June 21, 1950 SANDRA D. W~LIAMS Septembf°r 9, 1952 PAMELA L. BENNETT January 2.4, 1954 ARTICLE THREE I direct the payment from my estate of the expenses of my la`>t illness and fiu~.erai as soon after my death as conveniently maybe done. ARTICLE FOUR I intend to leave a memorandum wluch will direct the distribution of certain items of tangible personal property, and I request that my wishes as set forth in said memorandum be followed. To the extent that my tangible personal property is not dig>posed of by memorandum, i give all of the tangible personal property that I own at my death, including any household furniture and funushings, automobiles, books, pictures, jewelry, art objects, hobby equipment and collections, wearing apparel, and other articles of personal and household use, equipment and ornament, and all insurance thereon to my children provided my children survive me by thirty (30) days, to be divided among them as they are able to agree. If my children fail to survive me by tl-rirty (30) days or are unable to agree as to the distribution, such items shall be sold and the proceeds distributed with the residue of my estate. ARTICLE FIVE I give the rest, residue and remainder of my estate, of whatsof~ver nature and wheresoever situate as follows A. Eighty (80%) percent to my children, BARBARA D. S'TRATMEYER, DEBORAH L. SI-IANK, SANDRA D. ~,LIAMS and PAIvtELA L. BENNETrI', in equal shares, provided they survive me by thirty (3 0) days. If any of my children fail to survive me by thirty (3 0) days, her share shall be distributed to her issue, pex stirpes, in accordance with the provisions of Article Six hereunder. If my deceased child has no issue, her share shall be distributed to my surviving children in equal shares. B. Twenty (20%) percent to my grandchildren, LIA. T,~. SHANNK and AMA' R. SHANK, in equal shares, to be distributed in accordance with the provisions of Article Six hereunder. 2 ARTICLE SIX The trust share established in Article Five for my grandchildren shall be held, administered and distributed as follows: A. My Trustee shall pay to, or apply for the benefit of, each beneficiary so much of the net income and principal of the trust share as my Trustee, in its sole discretion, deems appropriate for such beneficiary's health, education, maintenance and support, taking into consideration all other resources available to such beneficiary prior to making such distributions. B. When each beneficiary attains the age of twenty-one X21) years, my Trustee shall distribute the remaining balance of accumulated net income and principal of the trust share to such beneficiary, free of frost. C. If any beneficiary should die before the complete dis~zibution of the beneficiary's trust share, my Trustee shall distribute the remaining trust propezty per stirpes to the living descendants of the beneficiary. If the beneficiary has no living descendants, my Trustee shall distribute the balance of the trust property to the beneficiary's surviving sibling per stirpes. If there are no surviving siblings, my Trustee shall distribute the balance of the trust property to m~T surviving descendants, per stirpes. ARTICLE SEVEN No beneficiary or remailderman under this Will or any codicil hereto or any trust created hereunder shall have any right to alienate, encumber or hypothecate his or her interest in this Will or any trust created hereunder in any manner, nor shall any interest of any beneficiary or 3 remainderman be subject to claims of his or her creditors or liable to attachment, execution or other process of law. ARTICLE EIGHT Should the payment of expenses, claims and taxes from any Qualified Retirement Plan or Individual Retirement Account ("IRA") assets which comprise my estate cause my estate to be disqualified as a "Qualified Beneficiary," it is my intent, and I her.°by direct that, to the extent practicable, no expenses, claims and taxes be paid from such Quali:tied Retirement Plan or IRA assets. ARTICLE 1`~NE I appoint my daughters, BARBARA D. STRATMEYER and SANDRA D. WILLIAMS, or either of them or the survivor of them, as Trustee of the trust shares est<~biished under Article Six. ARTICLE TEN I appoint my daughters, BARBARA D. STRATMEYER and SANDRA D. WILLIAMS, or either of them or the survivor of them, as Executor of my Will. I give to my Executor and Trustee, in addition to and not in limitation of the powers given by law or by other provisions of this Will, the following powers with respect to settlement of my estate to be exercised from time to time u1 the discretion of my Executor or Trustee, without further order or licens~° of the Register of Wills or of any court: 1. To retain any property, pending distribution hereunder, t.o invest in or purchase any property without restriction to legal investments for fiduciaries, to disi~-ibute property u~ kind, to compromise claims, and to sell any property at public or private sale; 4 2. To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; 3. To engage in litigation and compromise, arbitrate or a~~andon claims; 4. To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-prorata b~~sis, and for such purposes to make reasonable determinations of current values; 5. To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; 6. To invest and reinvest in every kind of property and investment which persons of prudence, discretion and intelligence acquire for their own accounts; 7. To manage, control, repair and improve all real property; 8. To procure and carry at the expense of the estate insurance of the kinds, forms and amounts deemed advisable by the Executor ox Trustee to protect the l~xecutor and Trustee and the estate against any hazard; 9. To pay all taxes, assessments, fees of the Executor and Trustee and all other expenses ulcuned in the collection, care, admuustration and protection of the estate; 10. To exercise such powers, herein conferred, after the tf:rnunation of the trust estate until final distribution of the estate assets; and 11. To do all the acts, to take all the proceedings, and to exercise all the rights, powers and privileges wluch an absolute owner of the property would have, subject always to the discharge of their fiduciary obligations; the enumeration of certain powers in this Will shall not limit the 5 general or implied powers of the Executor or Trustee; the Executor and Trustee shall have all additional powers that may now or hereafter be conferred on them by law or that may be necessary to enable the Executor to administer the estate in accordance with the provisions of this Will, subject to any limitations specified in this Will. No bond shall be required of any fiduciary hereunder in an.y jurisdiction. No fiduciary hereunder shall have any liability for any mistake or error of judgment made in good faith. My Executor and Trustee shall receive reasonable compensation for services performed as determined by the court in which this Will is admitted to probate. ARTICLE ELEVEN I realize that Executors are given discretion by law to make v~~rious elections which affect the income and estate taxes payable by estates and beneficiaries, as well as the relative shares of beneficiazies, such as taking administration expenses as deductions fo:r either estate or income tax purposes, selecting options for the payment of employee death benefits,, electing to take a qualified terminable interest as part of the marital deduction, selecting alternate valuation dates, postpoiung the payment of taxes, filing joint income tax or gift tax returns and redeeming corporate stock. The decisions made by my fiduciaries u1 any of these matters shall be binding upon, and not subject to question by, any affected persons. I rely upon my fiduciaries to take into consideration the total u~cozne and estate taxes payable by reason of their decisions inclw3ing those payable by my survivors, and they are authorized in their discretion, but not required, to make adjustments between income and principal as a result thereof. 6 ARTICLE TWELVE I direct that all estate, inheritance and other taxes u1 the natuz~e thereof, together with any interest and penalties thereon, becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid from the principal of my residuary estate, and no herson receiving or having a beneficial interest in any such property, whether under this Will or otherwise, shall at any time be required to contribute to or refund any part thereof; provided, however, that this direction shall not apply to the taxes on any property included in my estate solely because of a power of appointment thereover which I possess but have not exercised or on any qualified i:emvnable interest or to any generation-skipping transfer taxes. IN WITNESS WI-~REOF, I have at Hershey, Pennsylvania, this ~ day of ~~~-'~~ , 2004, set my hand and seal to this my Last Will acid Testament, consisting of seven (7) pages. ~-~ ~~ ,~ ~ ~~?~J IRENE C. PEFFER ~,,~ SIGNED, SEALED, PUBLISHED and DECLARED by IREI~TE C. PEFFER, the above named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence, and in the presence of each other, have hereuni:o subscribed our names as witnesses. Residence ~. ~~~~~ .. Residence ~~ ~ ~~; t 7 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN ~ d 1'Y1~ ~ ~ A ~ • ~ ~ We, IRENE C. PEFFER, •x and witnesses, respectively, whose names are signed to tl1~e attached and foregoing Testatn instl-ument beul~ first duly sworn, do hereby declare to the Luzdersigned authority that the Testatrix ecuted the instrument as her last will and that she had signed willingly, and that she signed and ex ~ecuted it as her free and voluntary act for the purpose therein exprf;ssed, and that each of the ea -messes in the resence and hearuzg of the Testatrix, signed the Will ,~.s witnesses and that to the vv>. ~ P his/her knowled e the Testatrix was at that tune eighteen year; of age or older, of sound best of g mold and under no constraint or undue influence. !~ ~ /~ ct ~, TESTATRIX ~t WITNES S I S`3 WITNE , Subscribed and sworn to and acknowledged before me b,~ IRENE C. PEFFER, the to before me by ~~ ~ ~ ~~ and Testatrix, and subscribed and sworn ~s OAT 2. 1 ~~~~ ~ ~ Ri ~ ~ ~ ,~ witnesses, on _________ t .. Notary PubJ.ic COMMON'~IVEP.LTH OF PENNSYLVANIA Notarial Seal Lind~i L. Fetterhofi~, Notary Public De'rrY Twp., pa,uphin Camty My Commission Expires Nov. 8, 2007 Member, pe:nnsylvania Association Oi Notaries MEMORANDUM TO THE LAST WILL AND TE'~TAMENT OF IRENE C. PEFFER It is my desire that the items listed below be distributed in-kind to the individuals whose name or names appear opposite the items listed: DATE IRENE C. PEFFER ATTACHMENT FOR SCHEDULE H SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Estate of: Irene C. Peffer File Number: 21-10-1106 Item Number Description Amount B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Barbara D. Stratmeyer 4 Haverford Circle Manchester, PA 17345 Sandra D. Williams 9 S. Humer Street Enola, PA 17025 Year(s) Commission Paid: 2011 7. Cumberland County Law Journal (advertising) $ 75.00 8. The Sentinel (advertising) $ 176.92 9. Cumberland County Recorder of Deeds (copy of deed) $ 2.50 10. Cumberland County Register of Wills (filing of inh. tax i•et)$ 15.00 11. United Water $ 88.89 12. York Waste Disposal $ 14.28 13. ~ PPL Electric Utilities $ 774,21 14. Dennis Zerbe, Tax Collector (2011 real estate taxes) $ 567.12 15. Brighton Place (3 month maintenance) 390.00 TOTAL $2,103.92