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HomeMy WebLinkAbout05-23-11 (2)1505610143 REV-1 S40 Ex`°'-'°''~f OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Count' Code veer File Number Bureau of Individual Taxes oe.~e.aee, o. eeverae Po Box.2aosof INHERITANCE TAX RETURN 21 10 1044 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 204 26 7904 08 24 2010 05 19 1934 Decedent's Last Name SCHENCK (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number Suffix Decedent's First Name MI BURDENE Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ,. Original Return ~ 2. Supplemental Return ^ 4. Limned Estate ^ ~ Future Interest Compromise death a8er 12-12-82) ( dale of s' (Attach Copy of W81) ~ ^ pp ^ 7~ (Ate ^ of,leintajned)a Living Trust TT G MM ^ g, Litigation Proceeds Received ^ ~ P4v31 10 S~t,A,~ ~r ait fdatSeSW death 3. Remainder Return (date of death pnor to 12-13-82) ^ 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ^ t ~ Election to tax under Sec. 91, 3(A) (Attach Sch. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MICHAEL L BANGS 717 730 7310 First line of addroas 429 SOUTH 18TH STREET Second line of address City or Post Office CAMP HILL State ZIP Code PA 17011 REGISTER ILLS USE~IL,Y Ir -C N tie D ~ ED tV Correspondent's a-mail address: Under penalties of perjury, I deGare that 1 have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge antl belief, it is true, cWrL4t and complete. Dedar~fon of preparer other than the personal representative is based on all information of which preparer has any knowledge. 5 )S-~~ ADDRESS (MAT}URE O,F .PR~ ROT REPRESENTATNE DATE ~V~~ Michael L. Bangs ~' ~ j - / I ADDRESS 429 South 18t treat, Camp Hill, PA 17011 Side 1 1505610143 1505610143 J~ PA Inheritance Tax Return Signature of Additional Fiduciaries Schenck Burdens I 1i 10N044 ER Under penakies 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 anyknpwl~gsr Signature #2 Name Addressl Addressl Lori Clark. 118 North Fourth Street Clty, State, Zip e, PA 17043 moyn L e ~ j / ~ / Date -~-- Signature #3 ~ ;, ~"~ryi Name Addressl Addressl City, State, Zip Date Patriela Vogl 307 E. Elmwood Avenue Mechanicsburg. PA 17055 S-l ~ // REV-1500 EX D.eedenr• w.~: Schenck, Burdens Decedent's Social Security Number 204 26 7904 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 8 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 8 Miscellaneous I~nq Probate Property (Schedule G) u Separate Billing Requested............ 7. 6. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 123,592.51 713,725.81 50,443.04 887,761.36 32,861.40 9. Funeral Expenses & Administrative Costa (Schedule H) ....................................... 9. 95 , 240.66 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 128,102.06 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 1z Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 759,659.30 13, Charitable and Governmental Bequests/Sec 9113 Trusts for which 171, 4 0 9.3 0 an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value SubJect to Tax (Line 12 minus Line 13) ............................................... 14. 588 , 250.00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0 . 0 0 (a)(1.2) X .00 16. Amount of Line 14 taxable 16 0.00 at lineal rate X .045 17. Amount of Line 14 taxable 17 0 . 0 0 at sibling rate X .12 . 18. Amount of Line 14 taxable 250.00 588 16. 88 , 237 .50 , at collateral rate X .15 19. Tax Due .................................................................................................................. 19. 88 , 237.50 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505610243 Side 2 150561D243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: FIIeNumber 27-10-1044 DECEDENT'S NAME Schenck, Burdene STREET ADDRESS 136 North Fourth Street CITY Lemoyne STATE PA ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 0.00 3. Interest q, If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Cheek box on Page 2 Llne 20 to request a refund (1) 88,237.50 Total Credits (A + g) (2) 0.00 (3) (q) 5. If Line 1 + Line 3 is groater than Line 2, enter the difference. This is the TAX DUE. (5) $$,2.37.rJ~ 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 :............................................................................... ^ ^x b. retain the right to designate who shall use the property trensferred or its income :.................................. x 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 wnslderation? .................................................................................................................... ^ ^x 3. Did decedent own an "in trust for" or payable upon death bank account or security et his or her death?....... ^ ^x 4. Did decedent own an Individual Retirement Acwunt, 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 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 January 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 disGosuro of assets and filing a tax return are still applicable even H 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 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 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 A REAL ESTATE COMMON WEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENr DECEDENT ESTATE OF (FILE NUMBER Schenck, Burdens 21-10-1044 All roal properly owned solely or ae a tenant in common must ire reported at fair market value. Fair market value is defined as the price ffi which p ny would be exchanged between a willir~p buyer and a willing caller, neither beirp compelled to buy or sell, lath having reasonable knowledge W Me rolevant facts. Red property which Is Jolndyawnad with right of survivorship moat bs disclosed on schedule F. Attach a copy of the wttlsment short K the property has born sold Include a copy of the deed showing decedent's Interest i1 owned as tenant In common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Real Estate -136 North Fourth Street, Lemoyne, PA (Parcel No. 12-21-0265-049). Real estate I 123,592.51 was sold on May 16, 2011 (see HUD attached); 525,000.00 is held in escrow pending the approval of the Pennsylvania inheritance tax return. TOTAL (Also enter on Line 1. Recapitulation) I 123.592.51 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Graup, Inc. Fonn PA-1500 Schedule A (Rev. 11-08) Rw-1 Li0~ E7(a Is•~1 SCHEDULE B STOCKS & BONDS cwawNwEntn+of rENNar~vANw INHERfrANCE TAX RETURN RESIDENT DECEDEM ESTATE OF (FILE NUMBER Schenck, Burdens 21-10-1044 All property jointly-owned wltl, rlyht of suMvonMip mist be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 PA Housing Finance Agency Single Family MTG REV 30,411.60 2 Philadelphia PA Airport Revenue AMT SERA 70,287.70 3 Philadelphia PA Water & Wastewater Revenue Series A 74,418.40 4 Tennessee Valley Authority Global Power Bond 2005 SERA 63,377.40 5 Tennessee Valley Authority Global Power Bond 2009 SER C 80,597.30 6 9,948 Wells Fargo -Claymore Securities Closed-End 11.420000 113,606.16 National MUNI 7 Federal National Mortgage Association Investment Note 105,781.00 g 77407M3L0 100,000 Wells Fargo - Providian Nat'I Bank CD 104.411900 104,411.90 9 50,000 Wells Fargo -Lehman Brothers Bank CD 100.660100 50,330.05 10 20,000 Wells Fargo - E Trade Bank CD 102.521500 20,504.30 TOTAL (Also enter on Line 2, Recapitulation) 713,725.81 (N more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule 8 (Rev. 6-98) Rsv-7808 G7Ca (8-88) coresoNwEUTH of rENNSn.vANu INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8t MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Schenck, Burdens 21-10-1044 Include fhe proceeds of lilippe8tion arW the dale the proceeds were received try the estate. All property Jolntly~owrled wtlh On dQM of eurvivenldp must be dleclosad on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Automobile - 2009 Lincoln Town Car; see Kelly Blue Book value attached (this was given to 19,250.00 Brian Clark as a specific bequest under decedent's codicil) 2 Lincoln Life -death benefit paid to estate 2,000.00 3 M3T Bank -Account 75837145 2,580.50 4 Miscellaneous personal property of decedent 2,500.00 5 PNC Bank, N.A. -Checking Account #5140275658 2,280.18 6 Proceeds from sale of personal items sold at auction 8,223.35 7 Refund from AARP 141.60 8 Refund from Mareh Global Consumer Hartford Life 130.28 9 Refund from US Treasury - 2010 income tax refund 1,012.00 10 Sovereign Bank -Account 0571139604 4,700.03 11 Wells Fargo -Account 7748-0056 (cash account) 7,625.10 TOTAL (Also enter on Line 5, Recapitulation) I 50,443.04 (If mare space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1600 Schedule E (Rev. 6-98) REV-1151 Exa (10-06) COM~~D~~~~ANIA SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COST; ESTATE OF FILE NUMBER Schenck, Burdens 21-10-1044 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedule(s) attached ~ 17,159.24 B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s) Commission paid z. Attorney's Fees Michael L. Bangs 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 12,000.00 4. Probate Fees 758.50 5. Accountant's Fees 740.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 8,203.66 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 32,861.40 Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Schenck, Burdens 21-10-1044 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex en nses 1 Blooms by Vickrey -funeral flowers 457.87 2 Musselman Funeral Home 10,208.37 3 The Bricker House -funeral luncheon 493.00 H-A 11.159.24 4 Other Administrative Costs Aiphagraphlcs -Photocopy of will and codicils for all heirs 51.20 5 Brian Clark -snow removal at residence 25.00 6 Cumberland Law Journal -estate advertising 75.00 T Dan Herring -Auctioneer; cleaned out personal items not sold at auction) 720.00 8 Doris Scheffey -reimbursement for funeral expenses 2,735.00 9 Haar's Auction -percentage due for sale of real estate 3,115.80 10 Lydia Scheffey -Work done at residence to get it prepared to show to prospective 37.50 purchasers 11 Pamela Reitenbach -real estate appraisal fee 350.00 12 Patricia Gavlak -Cleaning of residence for showing to prospective purchasers 200.00 73 Postmaster -mailing of notices of estate administration to all heirs 51.99 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Schenck, Burdens 21-10-1044 ITEM NUMBER DESCRIPTION AMOUNT 14 Postmaster -mailing of personal property items to heirs 45.49 15 Register of Wills -short certificates 8.00 16 Regiater of Wills -short certificates 8.00 17 Register of Wills -Filing fee for formal accounting 580.00 18 Sovereign Bank -Fee for date of death valuation 20.00 19 The Sentinel -Estate Advertising 155.68 20 Wells Fargo -fee for date of death valuation 25.00 H-B7 8,203.66 Copyright (c) 2002 form software only The Lackner Group, Inc. Forrn PA-1500 Schedule H (Rev. 6-98) Rsv-1672 EXt (72-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8 LIENS COMMONVYEALTH OF PENNSYLVANIA INNERITANLE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Schenck, Burdens 21-10-1044 Report tlsbts IncuRSd br the tlseadsnt pdor to death that rsmilnad unpeld et tha date of death, including unreimhurasd medical ezpanaea. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 AT&T 74.63 2 ATBT Wireless 79.99 3 Bank of America 299.34 4 Borough of Lemoyne 120.50 5 Comcast 62.85 6 Duty's Lock Service 215.50 7 Farmers Insurance Group -home owners insurance 858.54 8 FIA Card Services 884.73 9 Lemoyne Borough - Refuse ewer (1011 to 12/31/10) 126.53 10 Lemoyne Borough -refuse and sewer 40.50 11 PA American Water Co. - (11N/10) 65.91 12 PA American Water Co. -10/8/10 to 11/3110 31.29 13 PA American Water Co. -1113110 to 12/3f10 31.29 14 PA American Water Co. -1213/10 to 1 /8/11 32.25 15 PA American Water Company 72.25 16 PA American Water Co. 73.89 17 PA American Water Co. 43.18 Total of Continuation Schedules See attached pa es TOTAL (Also enter on Line 10, Recapitulation) 95,240.66 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) Rav-7672 EXt (8-BB) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued ESTATE OF (FILE NUMBER Schenck, Burdens 21-10-1044 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 18 PA Department of Revenue - 2010 income tax due 354.00 19 Penn Waste 45.00 20 ppg,L 231.98 21 PPBL Electric - (11/1/10) 344.22 22 PPBL Electric -10/8/10 to 11/8110 93.28 23 PPBL Electric -11/8/10 to 12/8/10 ~ 89.44 24 PPBL Electric -12/SHO to 1/10/11 101.75 25 PPBL Electric - 2/8/11 to 3/10/11 85.30 26 PPBL Energy -1/10/11 to 2/8H 1 94.85 27 Shipley Energy -Balance of season heating budget 164.01 28 Shipley Energy -budget payment 215.00 29 Shipley Energy -budget payment 265.99 30 Shipley Oil - (September and October, 2010) 645.00 31 Shipley Oil -budget payment 430.00 32 Verizon-(11/1110) 145.90 33 Verizon 140.42 34 Verizon 31.25 Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule I (Rev. 6-98) Rav-7572 EX~ (8-88) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMON W EALTH OF PENN8VLVANIA INHERITANCE TAX RETURN continued RE8IDENT DECEDENT ESTATE OF FILE NUMBER Schenck, Burdens 21-10-1044 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 35 Wells Fargo -payment of mortgage equity line 569.39 36 Wells Fargo -Payment of prime equity loan 216.57 37 Wells Fargo -payment on prime equity line 72.19 38 Wells Fargo -payment of mortgage equity loan 593.11 39 Wells Fargo -payoff of Loan 68068020028550001 58.136.52 40 Wells Fargo -Payoff of Loan 4386542213294579 28,706.31 41 West Shore Pathology 346.00 TOTAL (Also enter on Line 10, Recapitulation) ~ 95,240.66 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1 (Rev. 6-98) nev-rata ex. tsaol SCHEDULE J °°'~~~~~^"'^ BENEFICIARIES ESTATE OF FILE NUMBER Schenck, Burdens 21-10-10 44 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [inGude outright spousal • distnbutions, and transfers under Sec. 9116 a 1.2 See attached schedule Total 588,250.00 II• NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See continuation schedules) attached 171,409.30 TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 171.409.30 Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule J (Rev. 6-98) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Burdens Schenck 08124/2010 204-26-7904 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Carl B. Alexander Nephew 1,000.00 537 Forest Road Chambersburg 17202 2 Cathy Alexander Niece 1,000.00 12317 N. Welty Road Waynesboro, PA 17268 3 Clifford B. Alexander Nephew 1,000.00 78 Quarry Road Chambersburg 17202 4 Jessica Brenizer Friend 5,000.00 1816 Lakeside Drive Middletown, PA 17057 5 Jean Brubaker Friend 10,000.00 116 Bosler Avenue Lemoyne, PA 17043 6 Brian and Lori Clark Friend 98,250.00 118 North Fourth Stn3et Lemoyne, PA 17043 7 Brian Clark Jr. Friend 5,000.00 118 North Fourth Street Lemoyne, PA 17043 8 Jeff Clark Friend 1 North Minster Drive West Harrison, NY 10604 9 Jennifer Clark Friend 10.000.00 118 North Fourth Street Lemoyne, PA 17043 1 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Burdens Schenck 08/24/2010 204-26-7804 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Properly Relationship (Words) (saa) 10 Jessica Clark Friend 10,000.00 118 North Fourth Street Lemoyne, PA 17043 11 Julie Clark Friend 5,000.00 118 North Fourth Street Lemoyne, PA 17043 12 Herb and Theresa Eisenberg Friend 30,000.00 3 Wayne Road Camp Hill, PA 17071 13 Fred and Janice Enders Friend 10,000.00 802 Market Street Lemoyne, PA 17043 14 Rev. Harold Fox Friend 50,000.00 627 South Front Street Harrisburg, PA 77104 15 Kimberly Germany Friend 20,000.00 4809 Lancer Street Harrisburg, PA 17109 16 Angie Jakubowski Friend 3,000.00 210 North Front Street Wortnleysburg, PA 17043 17 Dorsey and Elaine Matson Friend 10,000.00 26 Oak Hill Drive Middletown, PA 17057 18 Joanne Mauger-Hardman Friend 20,000.00 107 Easterly Drive Mechanicsburg, PA 17055 2 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: BuMene Schenck 08/24/2010 20426-7904 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 19 Lee Mihalaki Friend 70 Silver Crown Drive Mechanicsburg, PA 17055 20 Michael and Debra Mihalaki Friend 10,000.00 70 Silver Crown Drive Mechanicsburg, PA 17055 21 PA Office of the Attomey General Attorney Generel 16th Floor Strawberry Square Harrisburg, PA 17120 22 Mario and Tracy Pitts Friend 10,000.00 6124 Chatham Glenn Way-North Harrisburg, PA 17111 23 Rick and Deborah Scarborough Friend 10,000.00 948 S. Alma School Road #43 Mesa, AZ 85210 24 Joseph and Doris 3cheffey Friend 80,000.00 36 South 24th Street Camp Hill, PA 17011 25 Lydia Scheffey Friend 5,000.00 36 South 24th Stwet Camp HIII, PA 17011 26 Paul 3cheffey Friend 5,000.00 36 South 24th Street Camp Hill, PA 17011 3 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: BuMene Schenck 08/24!2010 204-26-7904 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 27 Thomas Scheffey Friend 10.000.00 36 South 24th Street Camp Hill, PA 17017 28 Rick and Sheme Shatzer Friend 50,000.00 112 James Lane Mechanicsburg, PA 17055 29 Tammy Shreffler Friend 10,000.00 111 North Fifth Street Lemoyne, PA 17043 30 Joy Sullivan Friend 3,000.00 1633 Creek View Drive New Cumberland, PA 17070 31 Charlotte Thomas Friend 20,000.00 104 North 36th Street Camp Hill, PA 17011 32 Anna Maria Tucker Friend 10,000.00 113 S. Poplar Street Elizabethtown, PA 17022 33 Brian and Patricia Vogl Friend 60,000.00 307 E. Elmwood Avenue Mechanicsburg, PA 17055 34 Dorothy Walker Friend PA 35 Monel Walker Friend 5,000.00 4809 Lancer Street Harrisburg, PA 17109 4 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Burdens Schenck 08/24/2010 204-26-7904 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) (a5$) 36 Thomas White Friend 10,000.00 Post Office Box 123 Wiconisco, PA 17097 Total 5as.25o.00 SCHEDULE J-IIB CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS continued ESTATE OF (FILE NUMBER Schenck. Burdens 21-10-1044 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J-IIB (Rev. 6-g8) A. SETTLEMENT STATEMENT (HUD-1) 1. ^_ FHA 2. '~J FHMA 3. I '' CONV. uNINS. .:.,:, 4. ~ ~~ VA 5. ~ ~ CONY. INS. i 6. FILE NUMBER: 7. LOAN NUMBER 'i a * ~? 11.00062-ALT . _., 8. MORTGAGE INS. CASE NO.: C. NOTE: This form is furnished to give you a statement of aGtwl settlement cosh. Attwunts paid to end by the seltklnent agent art shown. Items marked "lp.u.c.)" were paid outside the closing: they ere shown here for infamraliond purposes and am not included in the totds D. NAME & ADDRESS OF BORROWF•.R~ Karen Richmond E. NAME & ADDRESS OF SELLER: Estate of Burdene Alexander Schenck .. F. NAME & ADDRESS OF LENDER: CASH G. PROPERTY LOCATION: 136 N. Founh Street, Lemoyne, PA 17043 H. SETTLEMENT AGENT: AssurrA Land Transfers, Inc. PLACE OF SETTLEMENT: 301 Merkct Street. Lemo a PA 17043 (717) 761-4720 I. SETTLF,MENTDATE: 5lICJ2011 J. Summer of B rr wer'a Transaction K. Su mar of Seller's Transaction 100. Groan Amount Due From Borrower: 101. Garnett sales "ct 125 000. 400. Grose Amount Due To Seller. 401. Contract sales rice 123 000.00 102. Personal 4D2. Ppsond 103. Setilenunt ch es Io borrower (lint 1400) ~- 2 307.75 403. 104. 404. 105. 403 Ad us meets For Items Paid By Seller In dv n ee: e 1 dvan 106. Cit Rown taxes to 406. Ci /town taxes to 107. Count taxes 05/16/11 l0 17/31/11 392.6 407. Coun taxes 05/16/11 to 12/31/77 3 2.69 108. Assessments IO _ 408. ASaeaalntnl5 10 109. School Taxes 5/162011 l0 6/302011 155.27 409. Sehod Taxes 5/162011 to 6/30/2011 155.27 110. Ma Sewer 5/Iti2011 to 5/312011 2L04 410. Ma Sewer 5/162011 to 5/312011 21,04 111. __ 411. 112. 412. 113. 413. 114. 414. 115. 41 S. 116. 416. 120. Grou Amount Due From Borrower: 127,876.75 420. Groan Amount Due To Seller: 125,569.00 201. it or carrtesl mon 12 500. 501. Excess it (see im6uGions) 202. Princi al emoum of new ban(s) 502. Shclamenl th to seller (line 1400) 26 976.49 203. Existin ban(s) taken sub"act to 503. Existin loan s) taken sub'eM to 204. _ _ 504. Pa ff 1st Mt . Ln. 205. 505. Pa off 2nd MI Ln. 206. 506. 207. _ _ 507. 208. _ SOB. 209. 509. Adjustments For Items Unpaid By Sealer: 210. Cit /town tezcs to Adjuatmeata For Items Unpaid By Selltr: 510. Ci Itown texas Io 211. Coun [axes to _ Sll. Coun loxes to 212. Assessments l0 512. Assessrtwals to 213. _ 513. 214. 514. - 215. 515. 216. 516. 217. 517. 218. __~ SIB. 219. 519. 220. Total Paid By/For Borrower: 12 500 520. Toml Reductions In Amount Due Seller: 26,976.49 301. Gross amount due t}mn borrower (line 120) _ 127 876.75 601. Gross amount due to seller (line 420) 125 569.00 302. Less amount id by/for lwrrower (line 220) 12 500. (rM. Less reductions in amount due seller (line 520) 26 976.49 303. Cash (:XFROM) ~'. TO) Borrower. 115,376.73 603, Cash (~Xh'D) (~.. IFROM) Seller: 98,592.51 caws cwuon rs vow¢¢ Fnrm No. 1581 SB4.3538.000-I HUD-1 13.86) 3/86 RESPA, HB 4305.2 X _ _ Page I of 3 X SETTLEMENT CHARGES !'scrow: 11-00062-ALT 700. Total Sales/Brokefs Commission: Based On Price S t yo = Paid From Borrower's Paid From Seller's Funds Funds At At " to Settlement Settlement i i i ~~ 704. --. ,. i f _ eb CASH ~ ~ ~' 0 . I t nder's in act' n f n _ e ____ 3i0ttFce To• CASH P -_ _ I. 17. _ I. I 2 . __ . nt tf _x/16/2011 to // aC~S /dev 1~ ?4; a _ _ 2 M f r mo. to _ _ 3. in iu f r A H ' __ i r in ~ . e - ~ 1003 Citv oroceny taxes 0 months ril S 000 cer month ~ ~ ~ __ . 0 O m nths Cal S 52 16 cer month ~ ~ ~ ~ ~ 1006. Flood insurance 0 months n t 000 ptt month 1007. School Tax Reserves 0 months (rA S 104 95 cer month ~ ~~ _, _ 100 . A re to Ad'u ment 1 01. Se I or clos'n fee to 11 2 till h t _-- 103 i I 'nation t I c d r o La0d Transfers. Inc I U7. Attorney's fees to (includes above item Numbers: ~ -- 1108. Tide insurance to Assured land Transfers, Inc. (Basic) (includes above item Numbers: 1101, 1102, 1103, 1104 ~ 483 7S 0 v ium: 5983.75 ~ - 1 " 4 I 100 4. ./ 12 t mns: Ihhed S 2.500.00 :MortpaCe 3 000 __ 1250.00 I / I T F ' ~ 25.89 1 4 T O w _ 10 1 F r l heri T s u Tmn far Inc. _. 2 00.00 . Sew r- it A ril & m n I _. n er o Jin 1 c n- - i 0 i K 2 307.7 7 49 roan rvo. uaz Page 2 of 3 SB-4-3536-000.1 X X X X SELLER'S AND/OR BORROWER'S STATEMENT Exrow: 11-00062-ALT I have carefully reviewed the HUD- I Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts end disbursements made on my account or by me in this transition. 1 further certify that 1 have received a copy of the HUD-1 Settlement Statement. r Borro~asers ~.~li~.~/V~ 1 Karen Richmond Sellers The HU0. t Settlement S nt whi hav re is end accutate account of this transaction. 1 have caused or will caux the funds to be disbursed in aceordon this nt. , Settlement Agen . ..... _ -------...--_---- Date: - ~~~ ~~ e fficer, rcd Lan raps ,Inc. WARNING: It is s crime to knowingly make false stettments to the United States on this or any other similar form. Penalties upon conyic[ion can include a fine or imprisonment. For details set: Title 1 B U.S. Cade Section 1001 and Section 1010. Page 3 of 3 Q ~ a ~ ~ ~ ± C m W~ rf fA S++ !, O W N ;+ p ~ ~ a ~~ ~~` ~ ~ C ~ ~ ~ ~ ~. n ~. ~ ~ ..~ ~ N il/ iA M iF! ~ N ~ ~ ~ ~ w ~ ~~ Q ~ ~. ~ A ~ ~ `'~ #' ~ O p m $~ ~. ~ ~. ~~ ~~ ~a ~Q ~ ~ S ~~ ~~ ~~ m ~~ m~ m s z ~~ nl 2 m O M ~~ a0 Q ~~ o a. s as ~ ~' ~~ ~' 1 I 1 ~ ~ R ' 1 ~g $e e a . ~ -~ i i A i W 1 N .+ ~` i O f0 00 y "~ flu ~" 67 hl ,.+ r lJi,Ci' ~ ~ ~ $ ~ ~ ~~ t ^ ~ F ~ ~ ~ ~ ~ -~ ~ a ~ ~ ~ ~ ~ z ` F ` ~ i ~ ~" ~ ~ m ~ ~ ~~ A ~ S i ~i .. w ~ ~ ~ ~ ~ $ ~ s ~ w ~ ~ M rls fiA N ~ M b! y~ x ~ ~ ~ ~ ~ m o ~i x ~ ~ ~ U! A F b ~ ~ M W Q O j 44 1 ~.. r i~ ~ o ~ ~ ~ ,~ ~ cu pe ~ v ¢ a "'~ -1 Q ~ ~ ~ ~ ~ -~ $~~~ ~~ ~ ~ ~ ~ - ~. ~ ~ ~' ~ ~ .. -~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~~~ ~~ ~ i ~~ ~ ~ ~ ~ ~~ ~ ~~ ~m ~ o ~~ ~~ ~, ~~ ~~ ~ ~~ ~ ~. ~~ a ~ ~ "g ~ ~~ ~~ ~ ~ ~- ~ f °~ m~ a x MC a Vltdls F9tgG Atlvimn, LLC MG718+1, yan ~t;ker~e.N`c ?sue Wlucxovrn May 17, 2011 Estate Qf Burdene A Sahex~k GO Mchatl L.13angs 429 South t9th St. Camp Hil, PA iTUI I RE; Burdette A Schenck Dear Mr. Stings: Thank you fcnr contact-ng Wei7s Fargo Advisors rirgarding the account(it) of Butdene A Schenck. Attached is the information rrrgarding the date of ckath valuation retluesta. If you need any further assistance, please contact an Estate Processing. Specialist at 856-786-489U, weekdays 8 a.m. to 6 p.m., ET. Sincerely, Patrick Lane Managing Director Wei1s Fargo Advisors, LLC eea~ saavi~ Wsctiovia 8rik it a 6v3tion of Welk Fr~#o 9~ok, N,A. E9LateValuaapn BL Lt1ChE.A $cerek bate of Death: ~B/ali450 Ye:uatloa taste: OB/~A/2019 Pzorea9ing Date: 0511'/«011 1: ZS 3 4; 51 Bstateof: ewrdane A SChencl; ACCO71nL: ~+48-0ES6 ReporC :'ype: Dace of Death Humt~er Of Secuzitlear 5 File Ib: "74:8-0.:.56 Shares. Security ?fee7t and/ryz bivand Int Security ~~r Par Ceas:-lptibn H ghJAa# 1[urJB;d Ad3uaCmenes Ascruale valve '6::5.1 Bank 2dpos"_t S.weeF it;ASH+. ', c.y 5.. 1« Accrual G.ll 1000fiv PROYI:7~AN N7lTL 8K T7~ET~QH NH ~'4ALT7M~k1.`1 Financial tse+s iiSlE~Y'~acC(vq Datd;. OS PS 09/19/zeal Het: d9/19l2tF51 S,~Sp t381aAJ~0Y9 1{f.4'190 Mkc L~'4.41I90C :n;: 03114;._0:0 tc 08/24!2310 Note: Put aptigh on O(1 S OOOC. LEHNAH BRO$ BK FS8 (}E I5~1.9HAN91 Financial Tl~n Interactive Data OTDr 04/191 ^cOD3 Mat: 0A/19/2Q24 5,58 0@/2A /2910 :OD.66010 Mkt 100,660YOC int: 04/191.010 to. OBli4/~010: Hole: Put ~p[ion on llbb 290008TRR7E.8l4.ARLIHf"I6N VA {"x693AY,HFt51 Financial Times 2nt'flzaacive gate DTiI: 03lDA/2005 }H t: 03lOA/ZQ25 5.§! 0@!24/2050' 302.:5;150 Mkt 192..5<lsaa Int: 03/04!2019 to 08f2A/2010 Ncta: Put C!J!'t0ll On-DtlD 9947 CIAYMORB SECS DE FiNR~ PORTPCtI:I (183$7~3A'@} UT 491~4MS1 SCM xtacellaneous 08r2a/2019 11.4'aD90 A!8 11.-0'~9D00 Int: .:0571 Ex: 0$I11f2019:-Rec: 08fY3/~019.Pay: DBi25/2050 Tors; Yalue: Teal A•z~zua=: To[a.: 53C0,8@3.09 =itled: BURDEHE A SCHEHCU 13G N 4TH ST I,ElfOYNE PA 17013-1605 Account was opertedon 01/08/0003. Portfolio 6ndnotrea 1D4,411.50 ?,355:18 5C,33p.15 956:8:. zD,~~4.3D 521.37 513-,b06.T6 568:03 S'_9f, 4~ 7.51 S4~495.5! Pages 1 ;his repc[t was groduced with Eata-.eYel, a proWlet of FasCaC~e Yal:atae 6Pzicfna Syatema• Irc. I_- youhauegaeatloas,. pieasecontaCC EVpgystemsat i@lff} .313-6300 os aww.evpsys.com. iRevieon 7..:.Ot Apr. b. ~U!' L:U~":N4 YN~„ CALK 411'1~4~'Ll41 ~'"1~~ 3.laDWG THE WAY Apri16, 2011 Mlcb~ael L Bassgs Esq. 429 S 18'~ St Camp Hill,, PA 17011 RE: Burdare A Schenck SSN: 204-2b-7904 DUD: 08-242010 Deaf Mr. Bangs: I~~. jLj4 Y, ./ I in response to your request for Date of Death (DOD) balances iior the customer tooted above, our records show the following: CLeddng Ats:oDat Accou~ # 5140275658 BURDENE A SCH~TCK DOD balance; 8 2,280.18 + 0.01 accrued interest Itaterest paid 01-01-2010 thru 08-242010 S 0.B7 YTD Established: 0405-1989 Plrasa note that this otHce provides date of death balances for deposit accts (IRAs, CDs. Checking and Savings). we da not pr~ooeta nay fio•ads~i tranp-etio'a or provide Witemeiab. If you aced assistance-with any of these ildma, p call 1-88&PNC-BANK (1-$8&762-2265] os fop by yanr local P°NC $ank branch o~iicc. sit~e~y, Natianai Financial Services Center PNC Bank, N.A. Member FDIC This message is uitendsd far the use of tl~e tndtviduvl or entety to which it rs addresssd mrd may contain irrformahion dart is prhrilegeaj eonf3dential avu3 exemptfmbe disclosure rrndar ag~plicable law. If the reader of this message is not the intended recipient or tfie e~toype or a~rn reapotisible for delivering this message to the intended recipient, you are hereby trotiffed that any dissemi~tio~ distribution or copytirg of this corm~rtnicatiwas is strictly prohibiterd Ifyort have received this commtosication in error, please not,~jly me fmmealfately by reply ar by telephone at 800-T6?-17T3 mid immea~arely destroy this famed doeranent. Page 1 of 1 Ma. !.Zj. LU!' I;L~HM Sovereign $ank ESTATE OF Barrkne A. Schenck SOCIAI, SECIrRITY #: 204-26-7904 DATE OF DEATH: August 24, 2010 IV O. b'~74 Y. ; Account #: OS71139604 Type: _ Cltiec~a~ ~ Open date: 4/4!1983 In the name of: 13urdaue A Schenck or Ronal V Schenck Date of Death Balance: 54,700,03 Int.(YTD) from 1/1/2010 to 8/6/2010 : $0.00 Accrued interest to date of death: SO.UU Other Into: Account closed oii 10/272010. Page 1 of 1 © lr~ ~Qiiil 499 Mitchell Street, Millsboro, DE 19966 November 15, 2010 Bangs Law Office 429 South 18~ Street Camp Hill, PA 17011 RE: Estate of Surdeae Schenck Date of Death: August 24, 2010 Social Security Number. 204-26-7904 Dear Mr. Bangs: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type ........................... Cheekiiig Account Account Number ....................... 75837145 Oumership (Names o,~ .............. Burdene Schenck, Doris Scheffey ~~9 Date• • • • .......................08/28/64 (account closed 10/26/ 10) Balance on Date of Death..........$2,580.49 Acctiued Interest S 0 Ol Total ....................................... $2,580.50 'Ihe above named decedent did not have a safe deposit box. • If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the 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, please contact our West Shore Plaza Branch at 1200 Market Street, Lemoyne, PA 17043 or # 717-731- 1730. Sincerely, a ~~~~ ~~~~ Charlene Warrington, Adjustment Services 1-888-502-4349 ------ 2009 Lincoln Town Car -Trade In Value, blue book value -Kelley Blue Book Page 1 of 4 Nome New Can Cf/rtifled Pte-Owned Utad Gra ReaOarch Review! R Nawa DealeK ! 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Drlwtralnr RY/D ,°,, News Mon Gr News ~ 10 Nowt Gmforhble Grs untler XI 530,000 ~ Wha['e Tile Most Popu4r Gr Color FOL.. • AOL Aulos [~ Save Vehk:le ~ PAM Email acvertisemint Intemet Ex What you cal .'iii:.; +~ More inf http://www.kbb.com/used-cars/lincoln/town_caz/2009!trade-in-value/pricing-report7condi... 10/15/2010 1` N b ° p ~^ C7] ~ <~~C7 O --I m f. c~ .:.i7 < SJ ` ~ ~7 ~ f-1i ("F'i )-" ~ ' A y , ~ J ' ~~ ~: i~ -p - ~ _ ~ LAST WILL AND TESTAMENT ~~~' ~ _ ~ ` i BURDENS A. SCHENCK ~ -- ~n -~~ ;.' I, BURDENS A. SCHENCK, of Lemoyne, Cumberland- Courity, Pennsylvania, being of sound mind, memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. ITEM I. I direct that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be after my decease. ITEM II. I give the following cash gifts unto the following family members: (A) Ten Thousand ($10,000..00) Dcllars to my brother, Donald Alexander, of Chambersburg, Pennsylvania, provided he survives my death. (B1 One Thousand ($1,000.00) Dollars to my nephew, Carl B. Alexander, of Chambersburg, Pennsylvania, provided he survives my death. (C) One Thousand ($1,000.00) Do~lars to my nephew, Clifford B. Alexander, of Chambersburg, Pennsylvania, provided he survives my death. (D) One Thousand ($1,000.00) Dollars to my niece, Cathy Alexander, of Hagerstown, Maryland, provided she survives my death. ..:ITEM III. Y give-the following cash gifts to the following individuals, who were friends of my daughter, Deborah, who died in 1988, provided they survive my death: (A) Ten Thousand ($10,000.00) Dollars to Deborah Scarborough and Rick Scarborough, of Mesa, Arizona. (B) Ten Thousand ($10,000.00) Dollars to Janice Enders and Fred Enders, of Lemoyne, Pennsylvania. ITEM IV, I give unto the following friends the following cash sums for the kindness and the friendship they have shown me over the years, provided they survive my death: (A) Ten Thousand ($10,000.00) Dollars to my friends, Dorsey Matson and Elaine Matson, of Middletown, Pennsylvania. (B) Ten Thousand ($10,000.00) .Dollars to my friend, Jean Brubaker, of Lemoyne, Pennsylvania. (C) Twenty Thousand ($20,000.00) Dollars to my friend, Charlotte Thomas, of Camp Hill, Pennsylvania. ITEM V. I give unto the following individuals the following cash sums as a special thanks for their assistance over the years, provided they survive my death: (A) Ten Thousand ($10,000.00) Dollars to Thomas White, of Wiconisco, Pennsylvania. ~, (B) Five Thousand ($5,000.00) Dollars to Paul Scheffey, of Camp Hill, Pennsylvania. 2 1 (C) Ten Thousand ($10,000.00) Dollars to Thomas Scheffey, of Camp Hill, Pennsylvania. (D) Five Thousand ($5,000.00) nollars to Lydia Scheffey, of Camp Hill, Pennsylvania. (E) Five Thousand ($5,000.00) Dollars to Julie Clark, of Lemoyne, Pennsylvania. (F) Five Thousand ($5,000.OOj Dollars to Brian Clark, Jr., of Lemoyne, Pennsylvania. ~ (G) Ten Thousand ($10,000.00) Dollars to Jennifer Clark, of Lemoyne, Pennsylvania. (H) Five Thousand ($5,000.00) Dollars to Jessica Clark, of Lemoyne, Pennsylvania. (I) Five Thousand ($5,000.00) Dollars to Jessica Brenizer of Middletown, Pennsylvania.. ITEM VI. I give the following cash sums to the following pair of individuals who have helped and will continue to he.1p manage my care jointly, provided they survive my death: (A) Eighty Thousand ($80,000.OC) Dollars to Doris Scheffey and Joseph Scheffey, of Camp Hill, Pennsylvania. (B) Eighty Thousand ($80,000.00) Dollars to Lori Clark and Brian Clark, Sr., of Lemoyne, Pennsylvania. ITEM VII. I give the following cash sums to the following individuals who are willing to assist, if 3 1 1. necessary, to help manage my care jointly, provided they survive my death: (A) Sixty Thousand ($60,000.00) Dollars to Patti Vogl and Brian Vogl, of Mechanicsburg, Pennsylvania. (B) Thirty Thousand ($30,000.0.0) Dollars to Theresa Isenberg and Herbert Isenberg, of Camp. Hill, Pennsylvania. (C) Thirty Thousand (530,000.00) Dollars tc Sherry Shatter and Richard Shatter, of Mechanicsburg, Pennsylvania. (D} Twenty Thousand ($20,000.00) Dollars to Joanne Mauger Herdman, of Mechanicsburg, Pennsylvania. (E) Twenty Thousand ($20,000.00) Dollars to Kimberly Germany, of Wormleysburg, Pennsylva?=ia. ITEM VIII. I give. the following cash sums to the following individuals who have beer. caring friends, provided they survive. my death: (A) Although Janice Enders is a caring friend, she is receiving a cash gift and is included in a prior provision of this Will. (B) Ten Thousand ($10,000.00) Dollars to Angel Tucker, of Elizabethtown, Pennsylvania. _ (C} Tea Thousand ($10,000.00) Dollars tc Tracy Pitts and 1 Mario Pitts, of Harrisburg, Penrsyl~rania. (D) Ten Thousand ($10,000.CC} Collars to Debra Mihalaki and Michael. Mihalaki, of P9echanicsb,.zi:g, Pennsylvania. 4 (E} Ten Thousand ($10,000.00) Dollars to Tammy Schreffler of Lemoyne, Pennsylvania. (F)Fifty Thousand (550,000..00) Dollars to the Reverend Harold Fox, who is currently serving as pastor of the. Lutheran Church in Steelton. ITEM IX. I give the following cash gifts Ito the following charitable organizations: (A) Ten Thousand ($10,000.00) Dollars to the Presbyterian Church of Middletown, Pennsylvania, in memory of Floyd and Sara Schenck, son, Ronal Schenck, and Burdene A. Schenck, his wife, and granddaughter, Deborah Schenck. (B~ Ten Thousand ($10,000.00) Dollars to the Humane Society of Harrisburg, Grayson Road, Harrisburg, Pennsylvania, in memory of Floyd and Sara Schenck, son, Ronal Schenck, and Burdene. A. Schenck, his wife, and granddaughter, Deborah Schenck. ITEM X. With respect to the cash gifts made to female beneficiaries in Items II, III, IV, V, VI and VII, said gifts shall include their husbands, as identified, provided, however, that they are married and living together at the time of my death. In the event the husband of any of those female beneficiaries designated herein shall be separated from his wife or divorced from his wife at the time of my death, said gift shall 5 'I lapse as to the husband and shall only. be payable to the female beneficiary. ITEM XI. I give such items of tangible personal property and such additional cash gifts so designated by me through a memorandum of personal gifts created by me, in my own handwriting, which will be attached to this Last Will and Testament and considered a part hereof. In the event no such handwritten memorandum of personal gifts is attached to this Last Will and Testament, it shall be conclusively presumed that no such gifts ,were intended. ITEM XII. I give all of the rest, residue and remainder of my estate equally among the following charitable institutions ir, memory of Ronal Schenck, Burdene Schenck and Deborah Schenck, their daughter: (A) The Holy Spirit Hospital for the benefit of its medical intensive care unit. (B) Pinnacle Health Systems for the benefit of the cardiac unit of the Harrisburg Hospital. (C) The Holy Spirit Hospital for the benefit of the heart center. (D} Hershey Medical Center for the benefit of the cardiac unit in honor of Dr. Water Poe. 6 ITEM XIII. In addition to the powers ,conferred by law, I authorize my Executor, in absolute discretion: A. To retain in the form received, and to sell either at public or private sale any real or personal property. B. To manage real estate. C. To invest and reinvest only in forms of property defined as legal investments according to the laws of the Commonwealth of Pennsylvania. D. To exercise any optional rights arising from ownership of investments. E. To compromise claims without court approval, and without the consent of any beneficiary. ITEM XIV. It is hereby directed that my Executors, hereinafter named, shall pay all inheritance, state, succession and legacy taxes to which my estate or the transfer of any property hereunder may be subject and to charge such tax as part of the administration, payable out of my residuary estate. ITEM XV. I nominate, constitute and appoint Doris Scheffey, Lori Clark and Patti Vogel as co- Executrixes of this my Last Will and Testament. If Doris Scheffey, Lori Clark and Patti Vogel, or any one or all of them accept the position as co-Executrixes, their compensation shall be limited to the amounts specifically gifted to them as contained in the provisions of this Lest Will and Testament with reimbursement for 7 reasonable and necessary expenses in the .administration of the estate. No personal representative or fiduciary appointed herein shall be required to post bond or give any security. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~3 ~ day of ~~o~. ~ 2010. D AL} BURDENS A. SCHENCK 8 ~. The preceding instrument, consistinq,of this, and eight other 'typewritten pages, was on the date thereof signed, published and declared by B~RGENE A, SCHENCK, the Testatrix therein named, as and for her Last Will, in the presence of uca; who at her request, in her presence and in the presence of each <,~-her, have subscribed our names as witnesses hereto. ~„ ,~ Residing at vhn~ic.. v. ~...~ rva~ 3631 North Front S:r~et Residing at ~ a COMMONWEALTH OF PENNSYLVANIA SS: _. COUNTY OF DAUPHIN The Testatrix and the witnesses whcse names are subscribed to ..the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and declare to the undersigned authority that the Testatrix .signed and executed the instrument as her last Will in the presence of the witnesses, .that she signed willingly or willingly directed another to sign for her, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge, the Testatrix was at that time eighteen years of age or older, of scund• mind and under no constraint or undue influence. Testatrix Witness ~- 'tness - Sworn to, subscribed and acknowledged before me by the above named Testatrix and witnesses this 3-1- day of ~pRi~ 2010. "~ • `~~~ ( SEAL ) tart' Public 03-37/51207 COMM4NWEg17}{ OF PENNSY VANIA Notarial 8ssi Nancy l Breakl, Notary PutNic Susquehanna 7Wp., Dauphin County ~ Conlrrdasion Expires March 18, 2012 tNember, Pennsylvania Assodatbn of Notaries ~tazdcne cSe~itncl~ 136 cN4t/~ at 1'rmoy,:e. Jn- d{ 17043-1605 wt o .~ ~e 7~a y'. ~ S v wt 5 ~-~ f t S ~e~ C/ ~ y ~v ~(1 ~/a vL ~ r~,~c~.oc7 r a `l 7`1a~ ~ ~ l fo vLi~r~r~e and l~~cJ~ 5ha~'~~1-- ~ a ~~ 9i r/~~ ~~. /~c'r~eas ~ Tv ~/D~ oDc1. ~~ n ~ '~ a cis ~~ ~~~ o ~ c~c~ [~~~ ~. ~~ ~ C7~ !-: r '~ ~ ~"?C~~~ ~ r-~'C~ =jJ _- !'7 ~~~ .C" 'TY ~ r~" ~./ Burdene A. Sc~enclc 136 N. 4t~ Street Lemoyne, Pennsylvania 17043 ~i ! Vet" ~ a-re c /~orn~~~ ~ ~ ~!! a X 1/ 7'Tc,2 ~rr av~ ~ ~~' • _ ~2sr - J ~ n ~ f~e-'/' ~~a v' - .less r ~a C'~a rK ~sf~~ ~es~r`"~~y a~~ dlYr~ei. Cpvi ~`'t-KI.~ i Y~ a,ofl~l ` ~irrGv~n '~o~.m mar' ~enn~~r Cl~~~~ - l''lavie s~ar ~/6u~ ~'(' ~ e o JQ ~~, cJ Lr a b c~ c~ Lj o u s ~e. o% 0'1 ~ r,,>T ~- ~ ~ 4 C~ r n ~ Cab 1 ~ 1~-~ ~ o,~ t %+~c a ~~ /e if 3yJa~ ~r atGl~ trr``jj Cabr~ ~c~- - ~ " and ~e<5.5~ ~,or i .'ra Ta.ke ~trv~o ~- ~oY~ -,~~aweorcc1 ~oerrtf" ~~SS cvav'~ -...., ~n ~0~ ~~ Burdene A. Sc~enclc ~~ 136 N. 4th Street J~ Lemoyne, Pennsylvania 17UFb3 ~G ~ Lb,,nfe cl,a~r f 997 ~,~~ca~n 1~ ~r«n Clam ~ ~. ~ve.~ Jaz zero r \- d~ ~~ Burdene t~. Sc~enclc "`111 ~V 136 N. 4tk Street ~~ .Lemoyne, Pennay~vania 17043 ~,.~' Ta,l! ~n raved ge~~efs. _ ~ ~d,..'a..l b ev~h f ~~~. of an ar~e~~o~c d. b /'o u ~ l2 f ' fT e rcr Gl a kc '~ i qce ~ ~S h N d a~ ~ o l~ rocs S ~~ ~~l ~ f~ tee.. yc. ~' use ~ ~d r~St o~ nan~~ way (~aK~ 5' ~~ l~ Gam ~ecd..re z P i~ ~o ~ lad/ ~v:c/`. ~r~~-h '' ~e ~~dr r~r~a1 hl~~ ai''p~aq~s /4sr.c~ ca/i'~ ~~ ~Wbho¢ll~rty. ~Le.t aPC ! J o!'l,er cflass~'a~''~ haf a~r~ea-~.~ ~~k~d ~r. 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