The URL can be used to link to this page

Home My WebLink About11-08-11J REV-1500 EX (02-11)(FI) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 174-20-9841 Decedent's Last Name 1505611185 INHERITANCE TAX RETURN RESIDENT DECEDENT D2222D11 OFFICIAL USE ONLY County Code Year File Number 21, 11 D 288 MMDDYYYY Date of Birth MMDDYYYY D1D81928 Suffix Decedent's First Name KERSHNER (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number f1ARJORIE Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI R MI FILL IN APPROPRIATE BOXES BELOW 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (Date of Death ^ 4 Limited Estate ^ 4a F t I t t C i ^ Prior to 12-13-82) . . u ure n eres omprom se (date of 5. Federal Estate Tax Return Required 6 Decedent Died Testate ^ death after 12-12-82) 7 D d t M i i t d i i 0 . . ece en n a a ne v a L ng Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (Date of Death ^ 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name D aytime Telephone Number RICHARD C• SNELBAKER 71,7-697-8528 First Line of Address 44 WEST MAIN STREET Second Line of Address City or Post Office State ZIP Code ~1ECHANICSBURG PA 1,7055 Correspondent's a-mail address: REGISTER,,OF WILLS USE ONLY .- . __.. '= ~ 4~ `_- ._~ ~ _. ~ -L .-° m -- ~-- _? ,._: ~ n - __ ~ - - " ~ DATE FILED ~ ~" ~' - _ `, ~, Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true orrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN RE / P SON RE~ONSI LE FOR FILING RETURN DATE ~t ~ /b 3 / l AD RESS GAIL T• GILLIS, EXECUTRIX 1114 COCKLIN STREET, MECHANICSBURG SIGNATUR PREP OTHER THAN REPRESENTATIVE DAT 5 ADDRESS RICHARD C• SNELBAKER 44 WEST f1AIN STREET, hIECHANICSBURG PLEASE USE ORIGINAL FORM ONLY PA 17055 Side 1 15 0 5 61118 5 oMasa~ s.ooo 15 D 5 61118 5 ~ t REV-1500 EX (FI) 1505611285 Decedent's Social Security Number 174-20-9841 Decedent's Name: KERSHNER MAR I~Rj R RECAPITULATION 1. Real Estate (Schedule A) .. .......................... 1 1 D D 9 7 D 0 2 2. Stocks and Bonds (Schedule B) . 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , 3 4. Mortgages and Notes Receivable (Schedule D) 4 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 8. Total Gross Assets (total Lines 1 through 7) 8 9. Funeral Expenses and Administrative Costs (Schedule H). g 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10. 1 1. Total Deductions (total Lines 9 and 10) , 11 12. Net Value of Estate (Line 8 minus Line 11) 12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) , . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un~er Sec. 9116 16. Amount of Line 14 t xable at lineal rate x 0 4 ~ . 5 6 8 ,1, 9 0 • 01 16 17. Amount of Line 14 taxable , at sibling rate X .12 D • D D 18 Amount of Line 14 taxable 17. at collateral rate X .15 D • D D 18. 19. TAX DUE 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15D5611285 OM4648 3.000 1505611285 D•DO 0.00 D•00 5,],40 • 25 1,5,163 • 40 479,194.08 600,467.75 22,954.76 9,322.98 32,277.74 568,190.01 O.oD 568,1,90.01 D•00 25,568.55 D•00 D•00 25,568.55 REV-1500 EX (FI) Page 3 Decedent's Complete AdrirPCC• File Number „ ,, ~ y y y U C U O DECEDENT'S NAME KERSHNER MARJORIE R STREET ADDRESS M P P TOWNSHIP CUMBERLAND COUNTY cITY STATE ZIP MECHANICSBURG PA 1,7055- Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 2 5, 0 0 0. 0 0 B. Discount 1, 2 5 0.0 0 3. Interest (1> 25,568.55 Total Credits (A + B) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. 26,250.00 (3) 0.0 0 (a) 81.45 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 - 0 0 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ^ b. retain the right to designate who shall use the property transferred or its income ^ c. retain a reversionary interest ^ d. receive the promise for life of either payments, benefits or care? ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ~ ^ 4. Did decedent own an individual retirement account, annuity, or other non-probate property, which contains a beneficiary designation? ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. 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. 0 M4671 2.000 REV-1502 EX+ (01-10) pennsylvania DEPARTMENTOF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE tJIAItUF: FILE NUMBER: Mar'orie R. Kershner 21 11 0288 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant fads. Real property that is jointly-owned with right of survivorship must be disclosed 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 DESCRIPTION OF DEATH 1. Property known and numbered as 3500 Green Street, Hampden Township, Cumberland County, Camp Hill, PA 17011, sale value (see attached settlement sheet) 100,970.02 TOTAL (Also enter on Line 1 Recapitulation) I $ 100, 970 02 swasss z.ooo If more space is needed, use additional sheets of paper of the same size. REV-1508 EX+ (11-10) Pennsylvania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ". ~ ~ ~ v~ ~ FILE NUMBER: Marjorie R. Kershner 21 11 0288 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH ~. Atlas Energy, Inc. 656.25 oil/natural gas lease 2 Internal Revenue Service 4,484.00 refund due the decedent on 2010 income tax return __ TOTAL (Also enter on line 5 Recapitulation) $ ~ 5 , 140 25 owasAD 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1509 EX+(01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Marjorie R. Kershner 21 11 0288 If an asset became jointly owned wkhin one year of the decedent's date of death, it must be reported on Schedule G. SCHEDULE F JOINTLY-OWNED PROPERTY SURVNING JOINT TENANT(S) NANE(S) ADDRESS RELATIONSHIP TO DECEDENT A Gillis, Gail T 1114 Cocklin Street, Mechanicsburg, PA 17055 JOINTLY OWNED PROPERTY: Daughter fTF1u1 NUNI9ER LETTER FOR JOINT TENANT DATE MADE ,JOINT pESCRIP110N OF PROPB2TY INCLUDE NANE OF FINANCIAL INSTITUTIIXJAND BANK ACCOUNT NUM3ER q3 SIMLAR IDENTIFYING NUM3ER ATTACH DEED FOF2 JgNTLY HELD REAL ESTATE DATE OF DEATH VALUE OF ASSET % OF pECEDENTS INT92EST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 A 6/5/2008 Member's 1st Federal Credi Union 10,061.41 50.0000 5,030.71 certificate of deposit #30418-41 2 A 4/23/2007 Member's 1st Federal Credi Union 5,740.98 50.0000 2,870.49 investment savings account #30418-05 3 A 4/23/2007 Member's 1st Federal Credi Union 2,748.64 50.0000 1,374.32 savings account #30418-00. 4 A 4/23/2007 Member's 1st Federal Credi Union 11,775.76 50.0000 5,887.88 checking account #30418-11 TOTAL (Also enter on Line 6, Recapitulation) S 15 , 163.4 0 swaeAE z o0o If more space is needed, use additional sheets of paper of the same size. REV-1510 EX + (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Marjorie R. Kershner 21 11 0288 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBS DESCRIPTION OF PROPERTY INCLIAETFENAMEOFTFETRANSFEREE,THEIRRELATIONSHIPTODECEDENiAND IIEDATEOFTRPPSFERATTACHACOPYOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE 1. Merrill Lynch 479,194.08 100.0000 0.00 479,194.08 consisting of the following accounts, which were transfer on death acccounts and/or designated beneficiary accounts in equal shares to decedent's children: a. a/c #872-11168 $166,934.26 b. a/c #872-55597 $53,920.94 c. a/c #872-10880 $258,338.88 TOTAL (Also enter on line 7, Recapitulation) $ 479,194.08 If more space is needed, use additional sheets of paper of the same size. 9W46AF 2.000 REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND A f111A II~IIQT~ATt~ir /~~nrw ESTATE OF FILE NUMBER Mar-iorie R. Kershner 2111 0288 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Gabe Lucisano reimburse for funeral luncheon expenses 130.86 Total from continuation schedules . B. 1 z 3 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: Attorney Fees: Snelbaker & Brenneman, P. C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address 4. 5. 6. 7. 1 City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Cumberland Law Journal advertising Executrix Notice Total from continuation schedules . 6,368.49 3,000.00 373.50 75.00 13,006.91 TOTAL (Also enter on Line 9 Recapitulation) ~ $ 22 , 954 76 swasnc z ooo ff more space is needed, use additional sheets of paper of the same size. Estate of: Marjorie R. Kershner 21 11 0268 Schedule H Part 1 (Page 2) Item No. Description Amount 2 Gail Gillis reimburse for funeral luncheon expenses 136.01 3 Malpezzi Funeral Home funeral services 2,933.53 4 Premier Catering funeral luncheon 640.79 5 Rolling Green Cemetery grave marker 1,635.60 6 St. Joseph Catholic Church memorial services and servers for funeral luncheon 400.00 7 The Bricker House room rental, linens and china for the memorial luncheon 622.56 Total (Carry forward to main schedule) 6,368.49 Estate of: Marjorie R. Kershner 21 11 0288 Schedule H Part 7 (Page 2) 2 Hampden Township sewer/refuse for Green Street property 150.00 3 Joe Gillis repairs and cleanup at the Green Street property 987.77 4 Kelly Financial Services preparation of 2010 income tax returns 1,163.25 5 Pennsylvania American Water water service for Green Street property 85.84 6 PPL Electric electric service for Green Street property 42.16 7 Register of Wills filing fee for Inheritance Tax Return 15.00 8 RSR Appraisers & Analysts appraisal fee 350.00 9 Settlement charges on sale of real estate on Green Street a. Realtor's commission $6,300.00 b. Deep preparation $125.00 c. Notary fees $20.00 d. Transfer taxes $1,000.00 e. Tax Certification $10.00 f. School Taxes $954.92 g. Electrical credit $350.00 8,759.92 10 The Sentinel advertising Executrix Notice 219.40 11 U.S. Postal Service postage expenses 17.60 12 UGI gas service for Green Street property 215.97 13 Reserve for filing fees, accountant fees and other costs associated with the administration of the decedent's estate 1,000.00 Total (Carry forward to main schedule) 13,006.91 REV-1512 EX + (12-OS) Pennsylvania SCHEDULE I DEPARTMENTOF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF orie R. Kershner FILE NUMBER 21 11 0288 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ewasAH z.ooo If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES is I A I t vr: FILE NUMBER: Mar'orie R. Kershner 21 11 0288 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Brenda K. Tusing 2233 Powhatan Street Virginia Beach, VA 23455 One Quarter of Residue: 138,256.65 Daughter 138,256.65 2 Gabriel Lucisano 1085 LaFayette Street, #503 Denver, CO 80218 One Quarter of Residue: 138,256.65 Son 138,256.65 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00 If more space is needed, use additional sheets of paper of the same size. 9W46AI 2.000 Estate of: Marjorie R. Kershner Schedule J Part 1 (Page 2) Item No. Description 3 Gail T. Gillis 1114 Cocklin Street Mechanicsburg, PA 17055 Member's 1st Federal Credit Union Inventory Value: 5,030.71 Member's 1st Federal Credit Union Inventory Value: 2,870.49 Member's 1st Federal Credit Union Inventory Value: 5,887.88 Member's 1st Federal Credit Union Inventory Value: 1,374.32 One Quarter of Residue: 138,256.65 4 Sharon R. Lucisano 429 Sample Bridge Road Enola, PA 17025 Relation Daughter 21 11 0288 Amount 153,420.05 One Quarter of Residue: 138,256.65 Daughter 138,256.65 a ~`i<tI~:7!I~t 5t~f R Tvrxt r~' n7~' u.s. of ~ arxl trtt~t Developrr~nt oivB anoroval No. 25~-02~ 1. ^FHA' 2 []FmHA 3. ~Caty. lJnins. 6. Fie Number 7. Loan N~otlber' 8. Mortgage Insurance Case tVurrt~er' 4. pVA 5. Cans. ins. 11-0586GC c. ~: Iterts rrert~md -(poor v~ p d onside the~ing thayare sho~nn Hera for iricnretion puipoces and are not w,a~a ~, a,a ~i~. TiN~ress Settlement S~rsterri v11~va+lrJ",~ n is a amn a to,o~;rgty rr~laa false ~erter~sto u,a uiDad states m Brsor any olfr~ stmlar rom i~.®iUesupon wrn~iction can include a fire ard' - Fardata7ssea=Tme 1su s. Codesection toot andsecbm 1010. Plirl~ed 08~1~2011 at 1212 KB D. NAME of f~obert MtiPtry and Arxtea Mtrphy ADDRESS: 173 (ansswidcsKefield Ct>lesterfiel NJ 08515 E NAIVE of SEl1B2 Tt>le Estate .. _''° _ Gail T. Gi16s, Executor ADDRESS: F. NAME OF LENDER ADDRESa C PROPERTY ADDRESS: 3500 Green Sfr+cet, Camp tali, PA 17011 Towr>IShi H. SEiTLEW1EI~1T AC~tf: Coldwelt B~1ker 1-bnlestead Group Select R o PLACE OF SEfRF1VENT: 4075 Market Hill PA 17011 I. SETTt.HVB~1T DATE (18123120'11 J. SUNMARY OF ®ORROWEI?S TRANSACTi~ K SUNNIARY OF SELLERS TRAIN.Si~CT10N: 100. GROSS AMOUNT DUE FROM BORROWER 400 G~6S AMOI~tT DUE TO SELLER 101. Contn~ct sales 'ce 1 000.00 401. Contract sales 'ce 100000.00 102. Personal 402 Personal 103. Settlement ch to borrower line 1400 340.75 403. 104. 404. 105. 405. ~strrtertts fior items 'd seller i n advance for items 'd seller i n advance 106. Gl Ra,vrt taxes 406. Q /touurt taxes 107. Ca.n taxes 08123111 to12/31111 89.81 407. Cam taxes 08123/11 to12131111 89.81 108. Assessrients 08/23/11 to06if3E1t12 816.63 408. Amts 08123/11 to06f30112 816.63 109. Sewer and Trash 08123111 to09130111 63.58 409. Sewer and Trash 08123111 to09/30M 1 63.58 110. 410. 111. 411. i 112 412 120. GROSS AMOUNT DUE FROM BORROVIIER 1 310.77 420. GROSS ANlOINVT DUE TO SF! 1 FR 100 970.02 200. AMOUNTS PAiD BY OR ON BE}iALF OF BO ~W@2 500. REDUCt1ONS IN AMOUNT CLUE TO SEVER 201. ~t cr earnest 000.00 50i. Excess see irlstrt.rctians 202. Pririci arnamt d new loans 502 Setdement to seller ire 1400 409.92 203. Exis4n I s taken su 'ect to 503. Existi i s taken 'ed to 204. 504. of Frst Mort Loan 205. 505. 206. 506_ 207. 8ectrical Creci;t 350.00 507. Electrical Crt~t 3.50.00 208. 508. 209. 509. for iterr>s 'd seller ustrrents for iberrs 'd setter 210. Gl' Itowrt taxes 510. Ci /ianm taxes 211. taxes 511. taxes 212 Assets 512 Asst~srrra'lts 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID B1f/FOR 350.00 5Z0. TOTAL RmUCitON ANDUNT DUE SH.LF.R 799.92 300. CASH AT SETTLl3VBVT FROM OR TO ®O R 600 CASK AT SEfILHUENi' `tD OR FROM 5€11FR 301. doss ana.nt due from ba-~aiiia' line 1 1 310.77 601. Qoss amaxtt due to seller line 420 1 970.02 302 Less amounts 'd /Eor batter tine 350.00 602. Less redxtia~ amotr>t due setter ire 520 759.92 303. CASH FROM ®DRRlaWER 99960.77 603. CASH TO SELLER 010 Sl.6STIME FCl7M 1000 SFILPR 5rATEJVE]Vf. Their(ornedon earYairled hxeirt is important tax iriometion and is being fumistredto the Irterrsl Re~en~e Seneiee. Nyou are rec}ired to fife a ream a rn~igenoe poreky ar aver ~rcaon wdl bee irr;rned «, you if this ieerm ~ regiired to be reported and the Iris de6annines u,et it has Hat been reported The CarYrad sales Price des~ed «, line 40'1 abare aorsChtes the Qoss Aooeada of trrs 6araadion. You are rec}ired bylawto prwirle the senlernert agent (Fed Tax ~ Pb: 2'~D423U) vrittr yar eorred taxpayer Idarrificauon rarrixr. B you cb not provide your carted ~o~ey~ ider8trcebon nrrber, you rtay be sriject to civil a criminal per>alUes irtposed by lew. lkxier penaltlas d PaJr+Y. I aewfylhet the rvribarshowr on tt,is staterr,ert is rry nomad ta~ayer iderdfic~on rurher. U.S, D~'AKTIvt3Ji" OF t-1CtJSItVDAI~D ll~l DEIJ~CPNB~IT St= ~i FI11FM 4TATEl1lENl' Fle t~art~:11-0586 PAC- 2 TitleC~ress Settlerr~ 9rstem Air~Bed 08(192011 ~ 1212 IB L Cl-tARGES 700. " AJ_ s ca~mnsslcxv based on .~ $1 000.00 6.000 = 000.00 PAID F[ZOM Bows PAID FROM ~ ~ ~s G~VISICn o€ OCfm155tOt1 Ine as fdlc~ Fl.A~IDS AT FUhl76 AT 701. $ 000:00 to Cddwell Barg' 1-lorr~esCead SETTLBVBV~ SETTIFNEM' 702 $ 000.00 b Coldwetl Banker Horr~ad 703 Corrrris9m "d a` Settlernt 000.00 704: Baker Fee to C,oldwe!! t3ardc Select Pro~fessionats 395.00 300.00 800. ITEMS PAYABLE tN CONB~CiION WTH LOAN 801. Loaf C1i ~n~on Fee 802 Loaf Disca.nt °~ ~ asd Fee 804: Qedit 805. 806. 807. 808. 809. ': 810. 811. 900. ITEMS REQURED 6Y LENDERTO BE PAID iN ADVANCE 901. Interest Frtxn to ! 902 Mxt Ins,.raxe Prerriurn for months to 903. I-1~arc! Insuaioe Prerritirt fa ears to 904. 906. 1000. RESERVES DEP061TED V1rITH L.OVDER FOR 1001. Hazad Insrance 2 rrn. $ /rrn 1002 It~zraxe 2 mo. $ /rro 1003. Tic 2 m7. $ /rro 1004. Tax 2 mo. $ !rro 1005. PrrK,~l A 2 mo. $ /rro 1009. Anal ss > 0.00 0.00 1100. T111.E CHARGES 1101. Settlement or Qos Fee 1102 PbsU'ac# a Title Seard~ 1103. Title F_xarrinaticn 1104 Title Insxaioe Hrtder 1105. [Geed to Guardian Transfer 'on 12500 1106. Fees to Guarcftan TrMSfier .~ 2500 20.00 1107. s fees indudes aboMe items hb: 1105 Title Insaa~oe to Title Resot,~ 858.75 includes above items tab: 1109. Lerxie-'s Poll 1110. Ouuiet's Pdi 1 000 00 -858.75 1111. 1112 1113. 1200. G01IF.R~INENf REQORDINGANDTRANSFERCIiARGES 1201. (~oord Fees Deed $6200 $ ' FZeleaae $ 6200 1202 Ci tax/ Deed $1000.00 $ 1000.00 1273. Stye Ta>v Deed $1000.00 $ 1000.00 1~4. Deed $ $ 1205. Deed $ :Mart $ ; F~ea9e $ 1300. ADDITIONAL SET7TJ~VT CIiAIaGES 1301. 1302 FtePad Tic Cert to Guarc~an Transfer 10.00 1303. 2011 Sd'~ool T~s to tilicttaei ~~ 1400. TC7TA1_ SE_TILBUETf T q-IARGES _ on lines 1 Sediai J aid y02, Section 340.75 409.92 ~-w can RcancN aF e~,an~ saw i t,~~ ~,p~~~ u,a rta-~ ~ s~m~-~c~~q~i~c of Ry ~,o~e~ ~ asset, a.s a a~,a a~.~CUem ~err~arc~ ~ a~,a a~,,rs ~ Q, Ry~ti -- ~ «.- ~ ti.~..~.~ ~ b„o a sfHw H l1'1 Sedtlengi S6atemart. LAST WILL AND TESTAMENT I, MARJORIE R. KERSIlNER, of the of the Township of Susquehanna, County of Dauphin, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and.codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executrix, hereinafter named, as soon as conveniently maybe done after my decease. SECOND. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, in equal shares unto my four (4) children, namely, BRENDA K. TUBING, GABRIEL LUCISANO, GAIL T. GILLIS and SHARON R. LUCISANO, share and share alike. If any of said named persons should predecease me and leave lawful issue to survive me, I order and direct that the distributive share otherwise attributable to any such deceased beneficiary shall be distributed unto leis or her issue per stirpes by representation and not per capita, but subject to the protective trust provisions hereinbelow with respect to the distributive share of any beneficiary who has not attained the age of twenty-three (23) years at the time of my death. I order and direct that the foregoing share attributable to any beneficiary who has not attained the age of twenty-three (23) years at the time of my death, shall be delivered unto MELLON BANK, IN TRUST, NEVERTHELESS, for the ultimate use and benefit of the beneficiary, but to hold, use, invest, accumulate income and reinvest, until the beneficiary attains the age of twenty-three (23) years, at which latter time said trust shall be terminated and the remaining balance thereof shall be distributed to the beneficiary absolutely. I authorize and empower my said Trustee iv expenduori~i titu~-; tc lime such arnouuts of income µud~or principal which it may deem necessary and proper for the education of said beneficiary, bearing in mind LAW OFFICES SNELBAKER. BRENNEMAN the primary responsibility of the beneficiary's parent to provide such education; t e term & SPARE "education" to mean and be construed as college or other post-highschool training which is intended to improve the beneficiary's productivity as an adult or enhance the quality of his or her life. The Trustee is authorized to use its professional discretion in investing. the assets of this AW OFFICES ~NELBAKER. RENNEMAN EC SPARE trust in investments which are reasonably prudent and shall not be limited to statutory or so- called legal investments. Any trust created hereunder shall be considered a spendthrift trust; the beneficiary shall have no right to assign, pledge or otherwise transfer any portion of the trust assets or income therefi-om, nor shall any creditor, assignee or other transferee have the right to enforce any claim against the assets of said trust or its income. In the event that SEAN CHRISEMER shall be entitled to any distribution from my Estate by reason of the prior death of his mother, Brenda K. Tusing, I order and direct that his distributive share of my Estate (regardless of his age) shall be paid over and delivered unto the above named Tncstee in a separate trust, the income therefrom and the principal thereof to be used, expended, consumed and applied from time to time in such amounts as said Trustee shall deternune in its discretion to be necessary and proper for the beneficiary's comfortable support, care and maintenance, and uuon the henefciary" s death, to nay any remaining amounts in said. trust in equal shares unto his siblings, share and share alike, The foregoing provisions relating to the Trustee's broad authority to invest trust assets and the spendthrift character of said trust shall be equally applicable in the administration of this separate trust. LASTLY. I nominate, constitute and appoint my daughter, namely, GAIL T. GILLIS, to be the Executrix of this, my Last Will and Testament, but if for any reason she should fail to qualify as such Executrix or cease so to serve, I nominate, constitute and appoint my daughter, namely, SHARON R. LUCISANO, to be the Executrix hereof, each and both to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, MARJORIE R. KERSHNER ,have hereunto set my hand and seal to this my Last Will and Testament, which consists of three (3) typewritten pages to _z_ each of which I have affixed my signature this 23rd day of August, A.D., Two Thousand Two. /' (9-±a~.~~~• ~7.c~yZ~vrwt/~ (SEAL) ~ Marjorie R. ershner The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by A~I.~R.IORiE R. KERSHNER, the Testatrix therein named, as and for her Last Will anal Testament, in the presence of us, who, at her requ~~t, in her presence and in the presence of each other, have subscribed our names as wihlesse~het'eto. ~--~ e~~ '1 ~- i, COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND S S. We, MARJORIE R. KERSHNER, RICHARD C. SNELBAKER and JANE J. GOONEY. the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing o f the Testatrix, sib led the Will as a witness and that to khe best of his or her knowledge, the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. testatrix i ess ness~ LAW OFFICES SNELBAKER. BRENNEMAN Pf SPARE Subscribed, sworn to and a~rinowledged before tr;e by P~I~,R,IOP.IE R. I~RSHNER, tl',e Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANE J. GOONEY, the witnesses, this 23rd day of August, 2002. r ~~ ~r Notary Public ~ Rofaria! Seal ~ Susan L. Zych, No#ary Punic ~riechanicsburc Bo% Cumberland County _3_ ~ C~.'nmissicn Ex~res n1ov. 2~{, 2p03 !:!~ ~'~:,~c~--r`~a1ah'sc,^fa!ienat~dciares