HomeMy WebLinkAbout06-01-11
' '~ 1505610101
REV-1500 I:x(°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue pennSylvaMa Coun Code Year File Number
Bureau of Individual Taxes ~'""'"`"`~`"`"""` tY
INHERITANCE TAX RETURN
PO BOX z8o6oi Z 1 ~ O / p q 7
Harrisburg, PA i7u8-o6D1 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date
_ . of Death MMDDYYYY Date of Birth MMDDYYYY
-- __
_
a0o1- 020 - (053 O 11/01/2011 ~ 04/14/1929
.
Decedent's last Name . _.. - __- u~ _,_ . .... ~_..
Suffix Decedent's First Name MI
_.
'YANDRIC PETER
(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 INAPPROPRIATE OVALS BELOW
~ 1. Original Return O 2. Supplemental Return 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 Retum Required
death after 12-12-82)
6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 7. 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 lax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
Andrew C. Sheely, Attorney at Law .717-697-705 ~~'
- -
___
i-
REGISTER S USE LILY
First line of address [ ~rT't t
+~ - -
tX)
'
, ., r,..
} ~ ~ ~=
127 S. Market Street, _
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Second line of address _ ~r i
P.O. Box 95 --! ..
b
.~
u:•
City or Post Office
_ State ZIP Code DATE FILED-~'
,Mechanicsburg PA 17055
Corceapondent's a-mail address:
Under penahies 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 pre other than the personal representable is based on all information of which preparer has any knowledge.
SI A RE OF P~S~RFySQONSIBL FOR ILIN RETURN rnrc
David P.Yandrich, 1439 Candlewycke Drive, Middletown, PA 17057-2923
SI URE OF PRbPS, iE N REPRESENTATIVE /SAT
( r 7/ r~f~
Andrew C. Sheely,
L 1505610101
Law, 127 S. Market Street, Mechanicsburg, PA 17055 r
PLEASE USE ORIGINAL FORM ONLY -
Side 1
.1505610101 J
4
_! 1505610105
REV-1500 EX
Decedent's Name:
Decedent's Social Security Number
zoa. -ao -530
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.
$120,000.00
$136,492.
4. Mortgages and Notes Receivable (Schedule D) ........................... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5.
®~ $447,698.39,
~,,~ ~ , ..Ad,~ ~, ~mmd
6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. ',
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 336.69
$66
(Schedule G) O Separate Billing Requested.....
... 7. .
,
8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. ',; $770,527.34
' 496.28'
$22
9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9.
,
., .~_ _~ . ,
_. r __......._m ._~ ~.i
10.
9 9 ( ) ...........
Debts of Decedent, Mort a e Liabilities, and Liens Schedule I
10.
... ,
$3,342.00[..
11. Total Deductions (total Lines 9 and 10) .............................. ... 11. $25,838.281,
12. Net Value of Estate (Line 8 minus Line 11) .......................... .... 12.
... ._._._.._ $744,689.06;
.. _.._~~ ._.,~.....,. E
13. Charitable and Governmental BequestslSec 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. $744,689.063
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount tff'Line 14 taxable
at the spousal tax rate, or
...
---
transfers unc+~~ Gec. 9116
(a)(1.2) X .0.
.,. ~ .~_ .. 15.
16. d_..,.~.....,, .
Amount of Line 14 r~~able
at lineal rate X .b .
w..- .~.,,~..., 16.
~,. .~._~_ . ~.
17. Amount of Line 14 taxable -~~ ~~
at sibling rate X .12 '
..._~ ,~~....~... ~
..._ 17.
~, _~.~.. ,Y_ ._~.~ .. ...........
18. Amount of Line 14 taxable M.. __.. ,
$744
689.061 $111,703.36'..
.
,
at collateral rate X .15
._ _. 18.
.. $111,703.36;
19. TAX DUE ...................................... ................ 19
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610105 1505610105
O
J
REV-15D0 EX Page 3
~Decec~ent's Complete Address:
File Number ~ I _ ~ ~ _ ~ O ~ 7
DFrFnFNrc tinraF
PETER YANDRIC
S`TDGGT Af1r1D000
1003 PARK PLACE
,r„
~MECHANICSBURG
sTArFpA :2117055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1)
2. Credits/Payments
A. Prior Payments $75,000.00
B. Discount $3,947.25_
Total Credits (A + B) (2)
3. Interest
(3)
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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
Make check payable to: REGISTER OF WILLS, AGENT.
$111,703.36
$78, 947.25
$32,756.11
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
t. Did decedent make a transfer and: Yes N
o
/
a. retain the use or income of the properly transferred :.......................................................................................... ^ ,
,_
,
L7
b. retain the right to designate who shall use the property transferred or its income :............................................ ^ ~~
c. retain a reversionary interest; or .......................................................................................................................... ^ ,~,~/
d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ L7
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death ,~, /
'
^
without receiving adequate consideration? .............................................................................................................. LN
3. Did decedent own an "in trust for" or payable-upon-0eath 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? ...........................................:............................................................................ L5 ^
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(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)]. 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.
COMMONWEALTH OP PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
~ DEPT. 280801
HARRISBURG, PA 17128.0801
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
N0. CD 013959
YANDRICH DAVID P
1439 CANDLEWYKE DRIVE
MIDDLETOWN, PA 17057
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
'----'-- tolE
ESTATE INFORMATION: SsN: 202-20-6530
FILE NUMBER: 2110-1097
DECEDENT NAME: YANDRIC PETER
DATE OF PAYMENT: 01/28/2011
POSTMARK DATE: O1 /28/201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 /01 /2010
REMARKS:
SEAL
CHECK# 512
101 ~ 575,000.00
TOTAL AMOUNT PAID:
INITIALS: HMW
RECEIVED BY:
575,000.00
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
REV-1502 EX+ (11-OS)
'~i~`pennsylvania SCHEDULE A
~~ DEPARTMENT OF REVENUE REAL E5tATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Peter Yandric
FILE NUMBER
21-10-1 os7
All real property owned solely or as a tanalrt 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 b jointly-owned vrith right of wrvivorship must 6e dkidaed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1. Decedent's real property located at 1003 Park Place, Mechanicsburg, Monroe Township,
Cumberland Countv. PA 17055. Tax Parcel #22-31-215&005
See Attached appraisal of George R. Ulsh $120,000.00
TOTAL (Also enter on Line 1, Recapitulation.) I; 12D,000.00
If more space is needed, insert additional sheets of the same size.
Yandnc Estate
I I~K~~w~ Daniilen419~ el1a1M~Q9I RArlneF e~~ 1CMO70
Vrwv~n~ •wv.w...... __ _- _-
The d thb b m Me krdsklsf vrlh en axrr~, and d the model vahe d ds sub
Address Park Pl Sble L Code 170
Berrorbr Yaav.Nic Estate do Dave Yendrich Owner d Prdlc Racard Yanddc F-state Cumbedand
Referenced m Plan Elook 235 Pa 829 R,E. Taxes S t 395.99
AssapofsParcd# 2231-2138-005 Tax Year 2010
Nero Monroe T Rdsera;e 7231-2158-005 Cwsus Traci 0117.00
Owner Tared Vacst S Asaaesnerrls i NiA ~ ~ i ngnM
Fee IAesalreld Otlrer describe
T purchase Trasadbn Relbsrce Tbroadbrr Oler dACrNe EstabYeh the market vakre of the sub act " AS IS"
LerderrClsl CYent Yanddc Estate Go Dave Yanddc Nldmes 1439 ke DrNe Mkklktown PA 17057 Yes ~
k ~ oNsed for aab a has l been dMed fa aab b the twelb matls b the alteclNe dale d the
dap read a and s PrNYc record and Arsa MLS VerNkd 11!152010 The 'ed has not been offered for sale in
qts last 12 menthe.
I dd did nd arrlym the conbed for sde fa the staled Puchase trssaetlorr. ExQlsn the resin d the aroysls d the oortrad for sale a why the aroNsb was not
Pubic record and Area MLS Vergfed 11115/2010 The sub act has rwt been oRered for ante in the leaf 12 months.
CorRad Prke S MarketVaWe Oats d Cor6art N/A b the solar tits owror d raced? Yes No Dam s Pubic Record
to fwa any flrrsrcbl aasisknce (ban dwgos, sale corxbselars, pMt a dowrpeyrrsrt asaidarne, dc.) b be Ddd by are' PmY an Delsl d the barroweR ^ vas ®No
Y Ym yb by dolar arrsrat sd dwalbe tla Kars m a NIA Puhao record and Area MLS Vsridsd 11 /1 5201 0 Tha rsub'ect hoc
port been offered for sob in the last 72 monftm.
No1a:RwrdlMtadsl dtlw anttd hams.
lux:atlon UrWn SuMrbsr Real Wdues 9mMe PRICE AGE Ors-Urit 45 '%
BIIR- Oren 75% 2575% Under 29!< b BaMce Over S 2-4 Uri! 5 %
growM Stabb Sbw Tiro Under 3 mis 3~ rtds Over 8 mis 100 law 0 MuYi-Farm %
Boradarbs feorth is W. Usbum Road Soutll h Yolk C East b WlRams (trove 500+ ~. t0~65 OMar ~ 40 %
West b 741174 Ntberaeot ..
gee altardred 3 emsMal Addendum with commsrrtc. " Predominam sin fam' vdue is St 15 000 to
5425 000.
Nulst CArrditlors s hr tie above rmrrcYsbrs gee adtactted lemerrrol Addendum whh comments.
DMtbralara Not avdlade ere recortl NR .76 Acros. M R rdar View Srrburben
ClasBlbalbrrRsaidersfel fam rants
' 6rsdrlhwedllee No descrbe
b the and Ded use d m a as and a the rss? Yes No Y No, deacdbe
U~ PoBIo OUllr Prins Otlsr Ollyh ~ Publla PlNote
2~ yyypr yy~ Strad Pwsd aN
gas Nome Sewer Norre
Flood Hazard Area Yea NO tEMA Flood Zas AE R3M # 42041 C0264E FEMit Dave 03!182008
Ne the t1AMs and dfsge /athe mslet sea? Yea No l No desalbe
Ne sue oererce sib wrdlbro a adarolfadae , arerosdarsrrfa, swlomsrml cadilors lard robs. ab. ? Yea No l Yes dlscrYx
Thsro were no nosed adverse a uMavorebls easements a erraoadrmer~ nosed.
IliNa Oro Oro wIM IlMt Corcrete Slab Crawl Fasdalbrr Web CatrretsBWA floors AsbeetasTis/Avera `
# d Sbrks 1 Ful fheerrst PartlW Baaemed ExMa Web FramsB A Web WoodPanellAvera
Od. Nt. S-DdJE1ldlkiBeaensdArea 973 RlbdSuhce Com A TrYryFbleh WoodlAvsr
Urdar Baaarwrt FNthtr 0 % 6uIMS d AWmltumlA Bagr pear cTYMAvera
t Orislde ~ Wbabw A Ba0r Wdrscd CeromicTlelAve
Yes Brit 1954 Eviderru d lfesktlorr Stomr SaalVlsridad IneuhtedWrrd/AVere Car Nos
HleNae B 20 Satllallaat Screw Yec/A # d Css 31
~ Nero RNA Fh4BB N1rwiNfea W a # D Surface Cnrshed Stone
Shi Stdra Otlsr Rant Ol # 1 Farce 6 # d Cars 3
pea Scrib Csrbd Nr Patla4)xk 1 Path 1 # d Cars
Fkbad Heated ldNldbl2 OMs Pool OYsr Alt. Dd. Bdl-in
Dishwasher lMcrvwave Wachs Olsr dmcrlhe
RNehod arefl sbow cable: 5 koorts 2 Bedmorrs 2 1 317 use Fed d 6rosa Nee Nave Grade
NIdYaW tsaae6 eHbist lwrs ale.. Front rch rear itnulated win 3 car t car er ad Ike
DrerMe tls cadltlon d tla needed ddaiaalbn mwdbro etc.. The wrb'ed ex6erior ie eve condition wRh ices
im emems. No adverse twndXiores were nobd dtxkt the arte'ed exterior vi .The irrMrfor of the sub'sct is dated in decor and
amenities but in eve randifiar. The fam room b net heated and Tunc99oreal the area wiY be considered in the Sales
Com roach to Value. The bacsmem of the sub'ed is 74% of the 1 at floor OL4 ant at 0% Yrished. There b a .5 bath located M
the basement aroa meat ias to the the struchre.
Ne 11ab ddbkrcie a adverse s Ms atledlhe ~ aaundrress, a atrrrcbrrd d the Yaa No l Yes, descdbe
goes Me corionn to the us0. carestrctlen, ~. ? Yes No l No, describe
Freddie Mac Form 70 March 2005 Page 1 d 6 ranme mere rvrm iuuY maicn cwo
Rxm 1004 -1NbTOTAt' alrPrdsd sdlware by a q mode, Irc. -1-800~ALAMODE
Yandrk Estate
Uniform Residential Appraisal Report ~..1c00979
T~ arc p c olfaed for sub in the Y flan S 0 m S 0
There are 0 sobs Y the tYBir1 the tteka nar Cls Y Sale }lam S 0 to S 0
FEATURE Sl1BJECT COMPAMBLE SALE # 1 COMPARABLE SALE aY 2 COMPARABLE SALE # 3
AQdreas 1003 Park Plow 3613 tJCburn Roatl SBaa Crwkvlsw Road 176 Willow Mill Roatl
Medaanicsbur PA 17055 Mechanicsb PA 17055 Medusdcsbu PA 17050 Mechanicebur PA 17050
to S 6.31 miss E 8.35 miles NE 7.41 miles N
Sale Frke S MarketV ~ S 116 000 S 120 000 Y - i; 5 115 000
Sob Pricd9ras Lev. Area S 91.1 .ft E 123.67 ft S 71.77 ft S 91.27 s ft '~"°`
Data a MLS PubRec raeersFdrrs MLS PubRec des MLS PubRec raisereFiks
Yedncatlai s . Date Bank Date Bank Deb Bank
VALUE ADJUSTMENTS DESCRIPTON DESCRFDON + - S Ad DESCRIPTION + - S DESCRIPTION + - S A ustmed
Salve a RrancNg a =
e
" Corn Com Corn
~ . ;;
*•
^ ? 187 DOM 40 DOM 3 DOM
DaY d 3ddfime ~`-`
U 092 010 09!202010 05/03/2010
Locdlon SuWuban S b ~~~
LeaselroMrFee 3 Fee Sim b Fes Sim le Fee Sim Fee Sim le
See .78 Acres 1.2 Aces -1 000 27 Aces +2 000 .14 Acres +3 000
Maw Suburban Suburban Suburban Su urb~
1 1,5 Soo 1 1.5 Sto
d Carlaellb'dOn FrmBV A Frm&V Av Frrn& Av Frm&Vi Av
Ardtal 58 Yrs Fat DD Yra Eat 90 Yrs Est 80 Yla Est
CerldlYrl Avo Gd/SakRemodl -10000 Gd/SabRe -10 000 Avers
Above Grime TaW Bbms Banes Tatai Brims. Balks Toni 8dms. Baths Tokl Brims. !lake
Room Coot 5 2 2 5 2 1 +4 000 6 2 2 5 2 1 *4 000
bras LNI Aron 1 317 .ft 938 .ft. +1 900 1 672 ,ft -1 800 1 280 s .ft
BasErrort & Rdshed 5 Beth No Basement +2,000 No Basement +2,000 No Basement +2,000
Rasa tYbw firede 74% / 0% 0% / 0% +2 000 0% / 0% +2 000 0%! 0% +2 000
FtarctlortN Av a Avere e A A e
CntrlHt/WaBUni CnLiHUWenUni CrIMHtlCrIMCI 3000 Cr1MtiUWanunt
HBdalt Yrrs T for T for for T I for
3C iC Pad ORStreaP +8 000 Of1BlreaP +8 000 ORBtreeP +6 000
PaclWaicrUeck Peh WdDk Porch PaBo Pch VVdDk Poreh Peso
Amatlbs Fr None +2 000 Norse +2 000 None *2 000
None None Naro None
Nona None None None
~ q '~„ ~;~.; + - S 6900 + - S -800 + - S 19 000
gdNaYd Sale Price
d, Net 5.9 % Nd 0.7 % Net 18.5 %
d Gross 249 % S 122 900 Gmss 24.0 % S 119 200 Gross 16.5 % S 134 000
I rid rib not msearch tte sob atraafrr d tfre and Y Bake. i not,
reeeareh did did nd reveal sobs a traladas d the for the thee hllhe dYdke daY d tNs
Bafa s Pubnc Recad
leeearch did did not reveal sobs a tralakrs d the sobs for the b the daY d sob d the b saY.
Dale s Pubnc Record
the revues d rite reseadl and d the sob a transfer d the sub and safes adNtlaal sobs on 3 .
REM SU&IECT COMPARABLE SALE tr1 Ct1MPAMBLE SALE Art COMPARABLE SALE M3
d Prbr SaY?raaYr No transfer d the sub'sG No irartsfer d the ~ No irersAer d the sale No trertsfer of the sale
Price d Prior Sak/TraaYr the bat 38 months in the last 12 moraCte in the Isst 12 morlBre fn the Iest 12 months
Solrce s Pubic Record Pubnc Record Pubne Recad Public Record
DabdDafa a 11/152010 11/15/2010 11/152010 11/152010
d sale a trensfa d the alb' and sales No trarader of the sub'ent ha the lest 38 months. No transfer of the sales
h the last 12 morths.
d Sobs The east are seek view ro located wietn the same market mea of the earb'eet. The use of saes
locabd further than desred was caned from the absence of mae recant smear sets in closer rwdm' to the sub'ect The racer
dopes to the ores d search to areas wtBdrt the sub ed market area with amlar trallic eeonomk base and of cortstrtrction
ac the sub'ect. Tha sub area vMae moro then the de Wed 25% foot forsab #'I that the r er
to within. l'he ass d dPoererrt cabs would have seated varbBorx Y the value GLA of the vided saes. Saks bracket the
sub ed in value and OLA. This is a desired aarrdiion d the of the rotten the merkst vakro d the sub'ect Selbr wncesaons
seen are 2 - 6 d the sales rkx n the sub'ect mortis! area end ero rat a relsvsnt cartdinon rtr the vehae of the ro ties.
For this re seller eortrroulorrs are irkiiwbd but do not ort a roduc8on in veMro of tiro sae.
Mrdicakd value sate S 120 000
YldYeted Vahle .fides S 120000 Wet (B i A Irreonle (N ) S NIA
1M Com orison to Value is the best for determN' the Market Value of a resaeMiel ro .The Cost roach to Value and
The income ach to Value wero considered but are trot riab for the a
This appraisal Ls made ®"'ask°, ^ srbject to canlRletlon per pYns and specikaaliara on the basis d a hypdhetlcd cardglon that the inrprovenelds nave been
oortpleYd, ^ sWJed to da tobMrlp repahs a aierdba on the bask d a typotletlcal cardibrl that the reWha a aMaatlom have teal canpbtee, a O subbct to the
aired ba based on the that the oarNtlarl a does not Itro alkrllon a .See atbctled su mental
stldendum vvim sub'ect and commsrds nobd. TMs Y rat vaBd wMlwut eB soda.
Based an a oonapNte vleral d Use hberbr sad albda star d tM prop~l~, rMmted stops d nark, aYbltlent d aaaumpdorle and mm~ing
~
'
rlerldldorla, ant apprdeer
s Ar~~, my (our) aplNon d tM msrlgt vans, rdNYr1
of Bfe rest proprty tllet Y fhe asb~ect d thY repel Y
120 000 pd 11/152010 Mhieh Y the rids d and the eflkdha da0s d fhY
Freddie Mae Form 70 Marsh 2005 Paye 2 of 6 Fannie Mae Form 1004 Mamh 2005
From 1004 - ~aYh1TOTAL• apprasal sOftwae by a k mode, inc. -1.800•ALAMODE
REV-1503 EX~ (6-98)
scNeou« s
COMMONWEALTH OF PENNSYLVANIA STOCKS & ~~NDS
INHER ITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE AF FILE NUMBER
Peter Yandric 21-10-1097
All Property jointly-owned wMh right of survlvonhip must be dbdoeed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~ • Peter Yandric died on Monday, November 1, 2010. Stock values are listed as the mean between
the high and low on November 1.2010. Value based on NYSE.
STOCK HIGH LOW MEAN
1. AT&T Common stock-3,041 shares 28.89 28.63 28.76 $87,459.16
2. Verizon Common stock-706 shares 32.77 32.23 32.50 $22,945.00
3. Vodafone Group Common stock 27.58 27.34 27.46 $12,000.02
437 shares
4. Comcast Common stock-508 shares 20.81 20.32 20.56 $10,444.48
5. Qwest Communications Common Stock 6.67 6.58 6.62 $2,343.40
354 shares
6. NCR Common Stock-62 shares 14.25 13.72 13.98 $866.76
7. Alcatel-Lucent Common stock 3.50 3.38 3.44 $433.44
126 shares
TOTAL (Also enter on line 2, Recapitulation) I j 136,492.26
(If more space is needed, insert additlonal sheets of the same size)
REV-1508 EX+ (6.98)
SCNEDYLE E
COMMONWEALTH OF PENNSYLVANIA CASH BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Peter Yandric 21-10-1097
Include Me proceeds of litigation and the date the proceeds were received by the estate.
All property j0imlyfiwned with right Of 8urvhrorehip moat De dbd0.ed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC Bank -Performance Money Market Account #5130381174, date of death balance $103,993.17
2. PNC Bank -Interest Checking Account #5000886211, date of death balance $229.47
3. M&T Savings Account #15004201183875, date of death balance $103,037.97, acaued interest, $12.00, $103,049.97
total date of death balance
4. Metro Bank Money Market Acct. # 0538220179, date of death balance $48,071.09
5. Citizens Bank Checking Account # 610642255-2, date of death balance $129,853.58
6. Wachovia Bank Checking Account #1010041727302, date of death balance $50,701.96
7. 2000 Ford 150 Pick-up Trudk, VIN 1FTRF18W3YNA14171,faIrcondition $4,000.00
8. Personal Property of decedent per Chudc Bricker appraisal $2,100.00
9. Refund, Highmark Insurance $175.03
10. Refund, Comcast Cable $23.85
11. Refund, 2010 Federal Income Tax Refund $1,322.00
12. Refund, AAA Membership $31.36
13. Refund, Nationwide Auto Insurance $127.90
14. Payment from Social Security due decedent at date of death $1,586.00
15. 1998 Buidk LeSatxe, VIN 164HP52K1 WH541476, fair condiition $2,250.00
16. Refund, Nationwide Homeowners Insurance $148.50
17. Settlement Proceeds from Qwest Litigation due date of death $34.51
TOTAL (Also enter on line 5, Recapitulation) S 447,698.39
(it more space Is needed, Insert additional sheets of the same size)
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Total Banking Statement
PNC Bank
For rite p.nod oen s~zolo to lonanof o
s
PETER YANDRIC
1003 PARK PL
MECgAD1ICSBURG PA 17055-9503
Primary aCCOUm number. 50-00888211
Page 1 of 2
Number Of enclosures: 0
For 24-hour banking, and transaction or
interest rate information. sign on to
PNC Bank Online Banking at pnc.com.
For customer service ca111-888-PNC-BANK
Monday - Frkfay: 7 AM -10 PM ET
saturday ri< Sunday: B AM - 5 PM ET
Para servicio en espanol, 1-B66-HOtA-PNC
MpyhtyQ Plea9e contact us at 1-888-PNC-BANK
Write to: Customer Service
PO Box 609
Pittsburgh PA 15230-9738
Ysit us at pnc.com
TDD temlinal: 1-800.631-1848
FOr hlanng knpafnd dierMa ordY
Bank Depoalt Accounts
Desorimaon
Interest Chedt'vrg
Performance Money Market
Retirement Axount(s)
Total Deposits
Account Number
50-0088-8211
51-3038-1174
Total of 1
Dspoait Balance
229.47
103,983.17
8,849.83
113,072.47
i
peter vanonc
Interest Checking Account Summary
Account number: 50-00886211
Overdraft Protection Provided By: )0000(X1174
Balance Summary
g~,ing Oepoaita end Chedra and orMr ee
taierrce oabr eddltlarra deduohona
229.47 .00 .00 229.47
Average moNNy Charges
yy,,,~, and fees
229.47 •~
Peter rananc
Premium Plan
Performance Money Market Account Summary
Account number: 513038-1174
Overdraft Protection Provided By: Corrtact PNC to eatabliatt Overdraft Protection
Balance Summary
p~yra and Checks and aaw En~ne
b otirx addi9ora d~uttlane Halanw
102.986.88 1,028.29 .00 103.993.17
Average monrhy (bargee
bgi~ and fees
103,416.08 .00
' Total Banking Statement
r-orm. pertoa.oortanmom 1ons/zolo
PNC Bank Online Banking PETER YANDRIC
For 24-hour intortne8on, sign on to
on pnc.com.
Account number: 51-3038-t 174 -continued
Interost Summary
Amud Paroereepe Number of data A~wrapa~
Yield Earned (APYE) in inbfMt period
0.32rr 29 103,416.06
Activity Detail
Deposits and OtMr Additions
Dame Amdrrd DeeorlPtlor'
10!01 1,D00.00 From Retirement Acct M$001002362
10/13 28.29 Interest Payment
Daily Balance Detail
Dave 9eJrroe Dame BWerrce
09/15 102,966.86 1 Oro1 ,03,966.86
Retirement Accounts
Invesbnerd DeedpaOn
number
75600023203 120 Montft(s) Faed Rate
Primary acoOUM number. 50-00866211
Page 2012
A407
23 Interest
I
.
A6 W 10/13, atonal of >i n
was paid this year.
Interest Paid
Mis period
26.29
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o addworre
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There were 2 Depoeita and
totaling S1.Ode.2Y
Oats Balara»
10/13 103,993.17
Peter Yandrie
Maturity dame baerest Oddnal a
rete rerawel value Current
~1e
06/08/2012 5.18 % 20,272.23 8,849.83
TafN CIlrrenl velW 8.849.83
CG7011 2M 5/06 INT
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November 15, 2010
Andrew Sheely
Attorney at Law
127 S. Market St.
P.O. Baac 95
Mechanicsburg, PA 17055
499 MitcheIl Strcet, Millsboa+a, DE 19966
RE: Sstate of Pater Yaaidrsc
~e ~ : fiber 1, ?Al0
._ -- -.._
Dear Ms. Gray:
In response to your request, please be advised that at the time of death, the above-
named deioedent had an deposit with this bank the following accounts.
1. Ac~eavrt Tt,fie ........................... Savings Account
Aocauat 1Vwnber ....................... 15004201183875
OwriersMp (Names o,~ ............. Peter Yandric
x ...........................04/ 16/98 (account closed 11 /04/ 10)
Bolcauee on Date of I~e~adt..........$103,037.97
Aerrtred htterest $ 12.00
ToUal .......................................$103,049.97
1Yie above named decedent did not have a safe depeeit box.
• If upon reviewing the information shave, you believe there are additional accounts not
referencxd, please provide us with an account number and/or the name of any possible
)Dint account holder. For any additional information on the above accounts, including
ownership and any changes. closures and/or reimbursement of funds. please contact
our Dillsburg Branch at 4 North US Highway 15, Dillsburg, PA 17019 or # ? 17-432-
2850.
Sincerely. 1 ~
W
Charlene Warrington, Adjus ent Services
1-888-502-4349
Citizens Ban1c
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,~ 48500041046.
REV-485 EX (1-07)
SAFE DEPOSIT
BOX INVENTORY
PA Department of Revenue PLEASE UsE ORIffINAL FORM ONLY
Soaal Security or Death Certificate Number Date of Death r ~ .. y,_ CounCode Year ~ File Number
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® ADDRESS OF DEC DENT STREE /,/^/ //// CITY: ST)A~TE: ZIP CODE: ('
/V O 3 O "! GC~r~?~C /G / ~ ~ ~d SSr
NAME ANO ADDRESS OF PERSON RCEQ)UESTI/NG THE OPENING OF THE SAFE DEP031T BOX
NAME: /Ti'Idr~ tn/ ~- J 7G t:[ 4 A" ~'~'r ~ ~1
STREET ADDRESS: ~ 1. ~ ~ CITY; `~~ ZI, GOp~ f
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NAME, ADDRESS AND RELATIONSHIP (IF A TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OP ING
[, ____ - -_.
a. NAME: ~ i L~l. ~ ~ f~ (C r RELA~TI/O'NS/Hff )P:
~~.~c~_--- 1V 1_x.1- -------- ~!V ~ ri!^~ LP V/ ----- ----
STREETADDF3~SS: CITY: STATE: ZIP CODE:
L.~l ,.3. q.. ~'or c~/e!~ ~ k.~ ~ ~: y c M r ~d4~~e ~a, _
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b. NAME: ~ RELATIONSHIP. ~
STREETADD SS: CITY: ATE: ZIP CODE:
Z~L ~c1~ <St~t,t,~ ~ c¢~D/~ ~ 1'7/1'?
c. NAME: RELATIONSHIP:
STREET ADDRESS: CITY: STATE: 21P CODE:
NAME AND ADDRE8(3~OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSti BOX IS LOCATED
NC __~.L_h'iy ~L __ ___ __
THE ADDI~E~SS: ~ ITY: C ,S~ ,~$~ E: ZIP CODE:
2 I (` c ~vl I~e e ~' ~ EJ ~ ~J O S~d~
~+~1E~QF PERSON MAKING LAST ENTRY D TE AN TIME OF LAST ENTRY
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX TIT1,E,~NDBR WHEN aOX IS REGiSTEREO
NAME AND A D E S OF PERSON(S) HAVING ACCESS TO BOX
a. NA b. NAME:
S REETADDRE STREET ADDRESS:
~~~~ / ~ ` ATE: ZIP CODE: CITY: STATE: ZIP CODE:
' NAME AND TITLE OF EMPLO E TAKING THE INVENTORY
WAS A WILL IN THE BOX? Q YES ~ NO M yes, a. Data of will:
b. Name and address of personal representative, Hnamed in the will
NAME:
STREET ADDRESS: '~ CITY: STATE: 21P CODE:
c. Name and address of attorney. N arty
NAME:
STREET ADDRESS: CITY: STATE: ZIP CODE:
L 48500041046 48500041046
REV-485 EX SAFE DEPOSIT BO
NVENTORY Page ~"-_. DT
INSTRUCTIONS
(1) Cash: Report total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by
name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and lass of stock.
(3) Obligattons of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership,
i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank
and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(T) Deeds, Mortgages, Current Insurance Policies or other evidences of Indebtedness: List and describe as fully as possible.
(8) Ali other contents.
(9) Return completed form to: DEPARTMENT OF REVENUE
INHERITANCE TAX DMSION
PO BOX 280601
HARRISBURG, PA 17128-0601
ITEM
~ ITEM DESCRIPTION
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1 CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS
CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. PERSON RECENING COPY OF
S DEPOSIT BOX INVENTORY:
SIGNATURE ~~ / ~ S AT
___. _..
`
PRINT NAME ~jl dr`W (1 . (~ 7 ___.-
PRINT NAME ANO HECK APPROPRIA OX BELOW:
PRINT TIT~LLE..~r~, OA~~ /ZI:/,v
/g f, L~ y CHECK APPROPRIATE BOX:
~Executor(trix) ~ AOministrator(trix)
Estate Representative ^ .bint owner of safe depOStt box
NOTE: Attach additional 8'1:" x 11" sheet(s) if necessary or use duplicates of this page of form.
The Departrnent is authorized bylaw, 42 U.S.C. §405 (c)(2)(C)(i), to require disdosure of Social Seartty nurt~ers in wnnecUOn with administedrtg stag tax.lews. The Depar6rtent uses the
Social SecurHy number to identify the decedent and personal representatives of the estate. The Commonwealtll may also use the information in exchange of tax information agreements
.. ... C..A.....1 ..nA IN.eI Mvinn e„Ih,vilien The cMto IaW nrnhiNta the C.emrtxlnwealltl'S DBrSOnnel from dISdOBttlp confidential 18X IfIfORnatiOn exOBpt for OfflCial U OBa6.
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REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
SCNEpYLE 6
INTER-VIVOS TRANSFERS 8t
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Peter Yandric 21-10-1097
rule srhwlula must he mmdeted and filed if the answer to anv of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMa DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE 7NANSFERff, TFEIR RaATgN3HIP TO DECEDENTAND
7NEDATEOFTRANSFER.ATrACFiACOPVOFTIEDE®FdtREALESTA7E. DATE OF DEATH
VALUEDFASSET % OF DECD'S
INTEREST EXCLUSION
IFIwpLICAeLE TAXABLE
VALUE
~. PNC Investment Retirement Akxrount (IRA) Account #75600023203 -David P. 58,9o8.s3 100 $8,908.9
Yandrich, nephew, benefiaary,1439 Candlewydce Drive, Middletown, PA
2. Frontier Communications Stock, 169 shares of common stock, @ $7.70„
high- $7.76, low-$7.65, mean $7.70, gifted/fransferred to A. Joan DiSante,
friend, in August of 2010, within one year of date of death $1,302.00 100 $1,302.0
3. Citizens Bank Checking Account #6100592588, made joint with A. Joan $9,125.76 100 $3,000.00 $6,125.7
DiSante, friend, within one year of date of death
4. Transfer from Wachovia Bank Checking Account #1010041727302 to A. Joan $50,000.00 100 550,000.0
DiSante, friend, within one year of date of death (10.22.10)
TOTAL (Also enter on line 7 Recapitulation) S I 66,336.69
(If nare space is needed, insert additional sheets of the same size)
~ue~ suazl~,l
~~
o-nt~er•
Communications
itl~
002578
Il~~l~llllla~ll~altll~~lllldllllll'll'I~~~~'~lll~~'I'll~llll~lii
~ PETER YANDRIC
~ 1003 PARK PLACE
MECHANICSBURG PA 17055-9503
-1
~jomputershare
Computershare Trust Company, N.A.
PO Box 43078
Providence, RI 02940-3078
U1Clthin USA, US territories 8 Canada 877 770 0496
Outside USA, US territories E Canada 761 575 2382
www.computershare.corrVnvestor
FRONTIER COMMUNICATIONS CORPORATION is
incorporated under the laws of the State of DE.
Holder Aaourlt Number
00001907646
~i
Cunparty ID
SSN/TIN Certified
111111
FRON
Yes
Transaction{s)
Date
Transaction Description SharsslUnits CUSIP Description
01 Jul 2010 Verizon Spin Off Credit 169.000000 3590fiA108 Common Stack
02 Aug 2010 Transfer -169.000000 35906A108 Common Stock
Account Information: Date: 12 Jan 2011 (Excludes transactions pending settlement)
Certificate Balance Current Dividend Current Direct I Total ShareslUnits CUSIP I Class
Held by You Reinvestment Balance Registration Balance Description
0.00 0.000000 0.000000 0.000000 35906A108 Common Stock
IYt~tTANi WFORYATpN -RETAIN FOR YOUR RECORDS.
Thk aaice b your record of ere share traraection b your acaurk on the books of the Compny as part d nre oinU Regbbadm system. Thk entice'e naidrer a regohebb irrshumerit nor a warily, rd delivery of it does rat of itself arer arty
rtphts b the reclpbnt D ahald I» kaq rilh your Inpabrri doaarrras as a rarad of your awrwslrq d drse chorea. No acaohon yore ~ b regrtlred
The IRS requkas drat we neat tlr mst bask of ®rbkr shares acquired aMr Janrry 1, 2011. Y your shares rare mywed M the kplclatlon ant you have sold or tmaferred the shame and realnbd a spedfll: tou Dash oalalatlon method, we
have pwaerad as reglwated. M ya dd rot seedy a cost bmit alaistlm rrretlgd, we have debrdbd b the Msl in. Mat art (FIFO) metlad. Please vlek olr rrebelle «oairAt yarbx advisor Y you need eddsorrl Ydbrnrtbn ahoW a>b bask.
Upon repuest, tlw OanpaM wdl fumkh b any aharehdder, wahaa eher9e, a fdl sbbmeM d the deeiDaaMxrs, dpltk (Irldlkh0 dghta under eM Canpeny+s Poghk ~rerneM, d anY). prabrana>s and smita0ons of the shares of ~ close and
verbs auNbdzed b be bauad, ant the aulhady of dr BoaN d Ohsrlora b divide the shares bb cedes and b determirq ant dirge dyytk, pralrenoes ens lkrtileDarra of any Geae or aeries.
Aeaea are not Oeposil8 d Carpubwfwe end ere M irrsraed M the rederai Deposit insurenoe Carporakon, ere Seaaities krveslor Pmbdion Corpae9ion. a any oMr kderal a stab aprlcy.
Yf You d0 not keep in domed WM w a do net Mw any edMay b yov awuR for tlw Mir padoda spwilbd by shb ter, your properly could bemnr subject b able unclaimed PoPMY Isero ant erarrbrnd b tlr appopiaM abb.
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ODIC 50003. D.MDC_3139/002578/011410.5fi
PETER YANDRtC
1043 PARK PLACE
MECHANICSBURO, PA 17065
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Page 1
REV-1511 EX+ (10-09)
' ~ Pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
1NNERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Peter Yandric 21-10-1097
Decedent's debts must be reported on Schedule i.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
1• Wiedeman Funeral Home $560.98
2• Gingrich Memorial -Headstone $2,040.00
3• Lone Spangler, Memorial Luncheon $1,550.00
4. Serbian American Club, Memorial Luncheon $100.00
B. ~ ADMINISTRATIVE COSTS:
1. Personal Representative Commissions: $0.00
Name(s) of Personal Representative(s) David P. Yandrich, Executor
street address 1439 Candlewycke Drive
City _ Middletown __ State PA ZIp 17057
Year(s) Commission Paid:..
2. Attorney Fees: A~t~/ GShtt~y~ ~c~~Claprfir ~~ ShjCklt~C~ 1~.~. $16,328.55
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 _
$667.00
4. Probate Fees:
5. Accountant Fees: $200.00
6. Tax Return Preparer Fees:
7. Estate Advertising -The Sentinel $176.92
B• Estate Advertising -Cumberland County Law Journal $75.00
9• Postage and Certified Mail $47.84
~ o• Misc. filing fees - RetumlPetition $30.00
~~~ Check Printing fee $19.99
12• Reserves to conclude Estate administration, final accountings, related costs and advertising $700.00
22,496.28
TOTAL (Also enter on Line 9, Recapitulation) ~
If more space is needed, use additional sheets of paper of the same size
ied
FUN
Dennis L. Wiedeman, F.D.-Supervisor
James W. Tarpn, F.D.
W il6am A. Sibert. F.D.
Lisa M. WleNmaro-KSasnar, F.D.
November 22, 2010
Mr. David Yandric
1439 Candlewycke Drive
Middletown, PA 17057
ERAL HOME
STATEMENT OF
The Funeral Service of: Mr. Peter Yandric
A..CHARGE FOR $ERYICE$ SELECTED:
1. PROFESSIONAL SERVICES $ 0.~
2. FACILITIES/SERVICESIEQUIPMENT:$ -0-
3. AUTOMOTIVE EQUIPMENT: $ -0-
(A) TOTAL OF PROFESSIONAL SERVICES, $ _0_
FACILRIES AND AUTOMOTIVE
B. CHARGE FOR MERCHANDISE SELECTED:
Casket ........................... ... $ -0-
(Description)
Outer ReceptaGe ................. . ... $ -0-
(Description)
Outer burial container•••••••••••••••• ••• $ -0'
(Description)
Acknowledgement Cards ............. .. $ -0'
Register Book(s) .................... ... $ -0-
Memory Folders .................... ... $ -0-
Prayer Cards ...................... ... $ -0-
Temporarygrave marker .............. .. $ -0-
Burial Clothing ..................... ... $ -0-
Other Clothing ...................... ... $ -0-
Custom Graphic Design & Printing ...... .. $ ~
Flowers .........................:. .. $ -0-
$ -0-
$ -0-
Cremation Um ...................... ... $ -0-
Interior & Exterior CruGfixes ........... .. $ -0-
Refrigeration ....................... ... $ -0-
(B) TOTAL MERCHANDISE SELECTED $
ACCOUNT
357 South Second Street
Steelton. PA. 17113
Phone: 717.939.2344
r-ax:717.939.1999
email: wiedemanfh®comcast.net
www.wiedemanfu neraihome.com
C. SPECIAL CHARGES:
Forwarding of remains to
$ -0-
(Funeral Home)
Receiving of remains from
$ -0-
(Funeral Home)
Immediate Burial $ -0-
DiredCrematron $ -0-
$ -0-
SUB-TOTAL. OF SPECIAL CHARGES .......... C $_
D. CASH ADVANCES:
Opening brave :................. .. $ -0-
~
Cemetery Equipment .............. .. $
-0-
Newspaper Notices -Local ......... . $ `0-
Newspaper Notices -Out-of--town ... . $ 30.00
Telephone & Telegrams ........... .. $ -0-
Airfare ......................... . $ -0-
Clergy Honorarium ............... .. $ 'a
Pallbearers ..................... .. -
Certified Copies of Death Certlficate . .. $ -0-
Crematory Charges ............... .. $ -0-
Organist ....................... .. $ _p.
Soloist ......................... .. $ -0-
Other 16 Add'I Death Certificates $ 96.00
Other Paul Kessler, Cantor $ 50.00
Other 2nd Day Obit & Photos $ 384.98
-0-
SUB-TOTAL OF CASH ADVANCES , • , , , , .. D $ 560.9E
TOTAL OF ALL SELECTIONS ......:.......... $ 560.98
LESS PAYMENTS.RECENED ................. $ 0.00
BALANCE DUE ............................. $ 560.98
eman
Family Owned and O
SUMMARY OF CHARGES:
A. Professional Services, Facilitles and
Equipment and Automotive
Equipment ..................... .. $ -0-
B. Merchandise ....::............. .. $ -0-
C. Spedal Charges ................ ..
.. S ` -0-
D. Cash Advances ................ . S '560.98
r
David Yandrich
1439 t;andlewydce Dr
Gingrich Memorials
568 N. Union Street
Middletown, PA 17057
(7171944-3441
Invoice
5/19/2011
Middletown, PA 17057
1-01402 1/19/2011 Peter Yandric James Gingrich
1
1 Monument
1 Base
1 Layout (cemetery)
1 Foundation
rI~fQB~OiI~ ~10fitf f/SalAOf1Q~0Y Cd1ALtLf)-
f1RSCl'R~fOri 1S~ppS~
Order Total: $2,040.00
Payments: $2,040.00
Balance Due: $0•~
PNaise include contraict ~ with your payment
A Jlnance charge of 1'h% per month (l8% annually) will be added offer 30 days
PLEASE TEAR THIS PORTION OFF AND RETURN WITH PAYMENT
Gingfich MemOrlals Family: Yandric
568 N• ~~ Strect Contract: 1-01402
Middletown, PA 17057
Balance Due: $0.00 Amount Paid:
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17613
YANDRIC PETER
Receipt Date: 11/04 2010
Receipt Time: 10: 9:47
Receipt No.: 1063203
Estate File No.: 2010-01097
Paid By Remarks: DAVID P YANDRICH
CJ
------------------- ----- Receipt Distribution ----- -------- ------- ----
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 260.00 CUMBERLAND COUNTY GENERAL FUN
WILL 15.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 48.00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN
Check# 3338 ----------------
$351.50
Total Received..... .... $351.50
RECEIPT FOR PAYMENT
GLENDR FARNER STRASBAUGH Receipt Date: 12/30/2010
Cumberland County - Orphans Court Receipt Time: 16:02:18
One Courthouse S uare Receipt No.: 1044423
Carlisle, PA 1713-3387
YANDRIC PETER
File Number: 2010-01097
Paid By Remarks: ~ REW SHEELY ESQ
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION 15.00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 3113 $15.00
Total Received......... $15.00
The Sentinel
www,cumb~rlink.com
~~
CpAGiE 9~VPE~ISBtAf' ;PERRY COUMY
ANDREW C. SNEELY
127 80UTH MARIM:T 8T
MECHANICSBURG,PA 17065
71797.7060
AD NUMBER PAGE N0.
392371 1 of 1
BILL DATE SALESPERSON
12l29N0 wolfs
START DATE STOP DATE
12113!10 12l2Tf10
Publication Insertions Rab Nat Amount Gross Amount
3 THE SENTINEL -LEGAL 3 LGL $189.82
TOTAL AD CHARGE 5189.92
3 PROOF OF PUBLICATION 01 PRF $7.00
`Pl~~ v
` eucst,E+.e. o~
lam' ice? ~x,~f _. ~ ~
Thank you for advertising with The Sentinel! Deadline for
in-column legal ads is 4:00 p.m. two business days prior to
date of insertion. For questkms, call (717) 240-7130.
THE SENTINEL
c% LEE NEWBPAPERB
Po Box 500
WATERLOO IA 30700-0300
t I $176.921 $212.30"
"AFTER 01/23M 1
THE SENTINEL
c/o LEE NEW8PAPER8
PO BOX 300
WATERLOO IA 50700-0300
weaerr aee poraon ~-Y~P+h~
Check # ^ Credit Card
^®^®^®^~
Axt
Exp. Detain m
tame m treat card
E+isew make d+eae vesabie to: THE SENTINEL
~F ANDREW C. SHEELY ~~
127 SOUTH MARKET ST
MECHANIC3BURG, PA 17055
Leoal
Ad Number 992571
Biuinp Date 12I29M0
Amount Due $ 179.92
TtiE 8EN'I"q!IEL
e/o LEE NE1NaPAPERS
PO 6tOX 742/9
ciNC1NN~n off 4RR274,254E
I~IERLLIRRELIIR~RLI.Rti.LI~bLJREIIR~LR6EH,R1R1..Rll
21540200000003923710000000000000002123000000176922
RECEIPT'FOR_PAYMENT
GLENDA FARNER STRASBAUGH Receipt Date: 4/13/2011
Cumberland County - Register Of Wills Receipt Time: 08:03:49
One Courthouse Sqquuare Receipt No.: 1065186
Carlisle, PA 17Q13
YANDRIC PETER
Estate File No.: 2010-01097
Paid By Remarks: ANDREW C SHEELY
HMW
------------------------ Receipt Distribution ------------------______
Fee/Tax Description Payment Amount Payee Name
SHORT CERTIFICATE 16.00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 3228 $16.00
Total Received......... $16.00
REV-1512 EX+ (12-OB)
~pennsylvania SCHEDULE I
11ii~~ DEPARTMENT OF REVENUE DEBTS OF DECEDENT,
1NRERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Peter Yandric 21-10-1097
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medial expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Chuck Bricker -appraisal of personal property $100.00
2. George R. Ulsh -appraisal of real estate $300.00
3. FM Berkheimer-furnace repairs $109.18
4. Met Ed-final payment $176.66
5. Verizon -final payment $34.46
6. Penn Waste -final payment $95.70
7. Investigative/Review of disposition of decedent's assets prior tD death -Matthew Hunt $1,775.00
8. Nationwide Insurance -balance due on decedenPs homeowner's insurance $266.50
9. DecedenPs 2010 PA Income Tax due $295.00
10. Andrew C. Sheely, Esquire -outstanding statement for professional services $189.50
TOTAL (Also enter on Line 10, Recapitulation) I $ 3,342.00
IF more space is needed, insert additional sheets of the same size.
~°"'~ INVOKE
George R. Ulah
409D Derry Strsst K00979
Harrisburg, PA 17111
1 vtsnot o
TaNlArona Numbs: 717 585 2037 Fn Number: 777561 8775
TO: YdandOrdarN: K00979
Lander Gsa s:
Yandric Estate Mo Dave Yandrich
~~~
1439 Cendk+wycke Drive
Middletown, PA 170257 ~a~~an~~ K00979
WarFAeNonfamx Yandric Estate
TeMpMrr Number. Fax Numbw: Federal Tax ID: 23 2157096
AAanmte Nmnber. E-NaR Empbyar AT.
THANK YOU FOR USING MY SERVICES. PLEASE CALL AGAIN IF I CAN HELP YOU. George R. Ulsh
,A,.,,
;~.T,.
,;<:
Leader: CAent Yandric Estate c/o Owe Yendrk: CNent: CAmrt Yandric Estate c!o Dwe Yandric
Purciraeey9orrorar: Yandric Estate clo Dwe Yartdrich
Pmpwty Addraes: 1003 Park Place
CNy: Medterdceburg
County: Cumberl~d 9hb: PA Zip: 17055
Legal Deedlpeon: Reterenced'n Plan Book 235 Page 829
Summery Appraieai Rspat 300.00
SUBTOTAL 300.00
~r
a}*
..
CMdt/: 7 Dab: 11n4n010 Deealptlon: Pant In tuN by cAeck - GRU 300.00
Ctakk I: Dab: Daaorlptlon:
Clreka': Dale: Daealptlon:
SUBTOTAL '. 300.00
PLEASE PAY PROMPTLY. THANK YOU -GEORGE R. ULSH TOTAL DUE a 0
Form NN5 -1MnT0TAL' appraisal software by a la mode, inc. -1.800-AIAMODE
R R I aro.,re,l acarial.a R.irn. R I Neh
. REV-~513EX+(9-00)
scN~ou~ ~
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ART peter Yandric
NUMBER
I
1.
2.
3.
n
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [ndude outright spousal disMbuiions, and transfer
Sec. 9116 (a) (1.2)]
Joan D]Sante, Apt. 17, 3605 Cohler Place, Camp Hill, PA 17011
Norma J. Dieffenbach, 356 High Street, Bressler, PA 17113
David P. Yandrich, 1439 Candlewycke Dr., Middletown, PA 17057
FILE NUMBER
21-10-1097
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not Llst Trustee(s) OF ESTATE
Friend
Neice
Nephew
$5,000.00 cash
25% Rest, Residue &
Remainder
75% Rest, Residue &
Remainder
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 15
(If more space is needed, insert additlonal sheets of the same si
LAST WII.L AND TESTAMENT
OF
PETER YANDRIC
I, PETER YANDRIC, of 1003 Park Place, Mechanicsburg, (Monroe
Township), Cumberland County, Pennsylvania, make, publish and declare this as
and for my Last Will and Testament, hereby revoking all other Wills and Codicils
heretofore made by me.
F S : I direct that all inheritance, estate, transfer, succession and
death taxes, as well as my just debts and funeral expenses, of any kind
whatsoever, which may be payable by reason of my death, shall be paid out of the
principal of my estate as the same can conveniently be done.
SECOND: I specifically give and bequeath a sum of Five Thousand
Dollars ($5,000.00) to my friend, JOAN DISANTE, of Camp Dill, Pennsylvania,
per stirpes.
T' I give, devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate, including any
property over which I hold power of appointment and together with any insurance
policies thereon, as follows:
(a) Twenty-five percent (25%) thereof unto my niece, I~ORNiA J.
DIEFFENBACH, of Steelton, Pennsylvania, provided that should NORMA J.
DIEFFENBACH predecease me, I give and bequeath her share unto my nephew,
DAVID P. YANDRICH, of Middletown, Pennsylvania; and
(b) Seventy-five percent (75%) thereof unto DAVID P. YANDRICH,
provided that should DAVID P. YANDRICH predecease me, I give and bequeath his
share unto NORMA J. DIEFFENBACH.
w . ~
FOURTH: In addition to all powers granted to them by law and by other
provisions of this Will, I give the fiduciaries acting hereunder the following powers,
applicable to all property, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease, for any period of time,
any real or personal property and to give options for sales, exchanges or leases, for
such prices and upon such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give legally sufficient
instruments for transfer of the property and to receive the proceeds of any disposition.
(B) To partition, subdivide, or improve real estate and to enter into
agreements concerning the partition, subdivision, improvement, zoning or management
of real estate and to impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to abandon any
property which is of little or no value.
(D) To invest in all forms of property, including stocks, common trust
funds and mortgage investment funds, without restriction to investments authorized for
Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted in insurance policies
or in other investments.
(F) To exercise any election or privilege given by the Federal and other
tax laws, including, but not necessarily being limited to, personal income, gift and
estate or inheritance tax laws.
~' \ (G) To make distributions to my herein named beneficiaries in cash or in
kind or partly in each.
~ J (H) To borrow money from themselves or others in order to pay debts,
taxes, or estate or trust administration expenses, to protect or improve any property
held under my will, and for investment purposes.
2
.. ~ '.
(I) To select a mode of payment under any qualified retirement plan
(pension plan, profit sharing plan, employee stock ownership plan, or any other type of
qualified plan) to the extent provided for by the plan or the law.
FIFTH: I nominate and appoint DAVID P. YANDRICH, Executor, of
this, my Last Will and Testament. I direct that my Executor or his successor shall not
be required to post security or a bond for the 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 ~ day of September, 2010.
PETER Y
Signed, sealed, published and declared by the above-named Testator as and for
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.
o l Uc~r C 1` yltQc~r~~i ~
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Address (Zv S~ ame
Address f?,,,~ ~ 7~~ ~ Name ,~
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