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Home My WebLink About03-20-12J 1505610101 REV-1500 ex (°1_i°' enn lvarria OFFICIAL USE ONLY PA Department of Revenue pER.R.,,E~ County Code Year File Number Of REVERUF Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 l Harrisburg, PA 1'7128-o6oi RESIDENT DECEDENT o7 ~ t ~ a 7~°t ENTER DECEDENT INFORMATION BELOW Date y Number Sociaf Securit of Death MMDDYYYY Date of Birth MMDDYYYY / ~ q ` ~ ~ ~ L ~ - ` C~J ~ 06/20/2011.. _ 02/19/1952 Decedent's Last Name Suffix Decedent's First Name MI Smyser Lucinda H (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living 'trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust} • - O 9. Litigation Proceeds Received O 1 Q. Spousal Poverty Credit (date of death O 11. Election to tax 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, Esquire ' '717-697-705 ^~? First line of address 127 South Market Street Second line of address P.O. Box 95 ,._ _~ f REGISTER, ~LLS USE~ILY t ~- ~i ~ rn r`J '~} ~ e--; , _,. L__ V / ~ ~J _, .. ( 1 ~_- - :4,_; - ~ r -D . _ W ~ c-~ --,~ City or Post Office State Mechanicsburg PA Correspondent's a-mail address:andrewc.sheely@verizon.net ZIP Code ~ DATE FILED ,17055 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and c ete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI NAT E P SON E SIBLE FOR FILING R TURN TC G, qn RFCC ~a ob A. yser, Exec 71 orth Bayshore Drive, Apt. 2934, Miami, FL 33132 SIGNA OF PREP ' R EPR ENTATIVE [IATF ~ ~ ~~,~ ~ p p c Andrew C. Sheely, Esquire, ou h Market Street, P.O. Box 95, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY 1505610101 Side 1 15056101,01 ~~ REV-i5o0 EX Page 3 Decedent's Complete Address: File Number f ~~~~I~ ~~~~- pFCFf1FNT'C N4~AF Lucinda H. Smyser S'TDCCT AnnD CCC 104 North 26th Street _ _ _ _ CITt/ Camp Hill STATtpA _ _ zi 17011 _ _ _ 1 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) $0.00 2. CreditslPayments _ A. Prior Payments B. Discount 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) $0.00 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; or .......................................................................................................................... ^ 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(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. ~z~v-ISOZ Ex+ tl>-o~~ Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF Lucinda H. Smyser FILE NUMBER 21-11-0752 nu real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. it more space is needed, insert additional sheets of the same size. A,WExr~, a~ ya ~~' ~m OM8 Approval No. 2502-0265 ~~ A. Settlement Statement THUD-1) ~~9&e ozyE~°~ B. Type of Loan 1. C FHA 2. Q RHS 3. QX Canv. Unins. 6. File Number: 17. Loan Number: 4. Q VA 5, [~ Conv. Ins. 8. Mortgage Insurance Case Number: SMYSER C. Note: This form is famished fi give you a statement of actual settlement costs. Rmounts paid to and b the setU !t ° ° y ams marked ament agent are shown. (p.o. c.) were paid outside the closing; they are shown here for informa6ona! r D. Name and Address of Borrower: pu poses and are not included in the totals E. Name and Address of Seller . F. Name and Address of Lender: Sharon Amanda Smyser Scharrer Lucinda Hans Smyser Estate G. Property Location: H. Settlement Agent: 104 North 26th Street I. Settlement Date: GUARANTEED A$5TRACT SERVICES INC Camp HiA, PA 17011 , . 3813 MARKET STREET Cumberland Courrty, Pennsylvania CAMP HILL PA 17011 October 24. 2011 Ph. {717)724-8758 Place of Settlement: GUARANTEED ABSTRACT SERVICES. INC. 3813 MARKET ST, CAMP HILL PA 17011 J. Summary of Borrower's transaction K. Summary of Setter's transaction 100. Gross Amount Due from Borrower: 101 Contract says ri 404. Grass Amount Due to Seller: , ce 142. Personal i 240,000.00 401. Contract sales rice 244 000 00 103. SetttemerK Cha es to Borrower Line 1400 402• Personal r 2,463.00 443 , . 104, . 404 105. . 405 Ad' stments for items id Salter in advance 106. COUNTYfrONRVSHIP 10124/11 to 01t01/ 12 188 31 . Ad'ustmertts for items Salter in advance . 107. CITY TAX to 406. COUNTYITOWNSHIP 10/24/11 to 01!01!12 188 31 108. SCHOOL TAX 10124;11 to 07!01!12 1,67D.99 109. Sewer Fees 10!24111 to 01/01!12 407. CITY TAX 406. SCHOOL TAX 1024111 to 07!01!12 . 1 670 99 110. 112.50 409. Sewer Fees 1024!11 to 01101!12 410 , , 112.50 111. . 112. 411. 412. 120. Gross Amount Due from Borrower 244,434.80 420. Gross Amount Due to Seller 200. Amounts Paid Orin Behalf of t3orrower 201 j ~• Reductions in Amount Due Seller 241,971.80 • or earnest mo 202. Prind I amount of new loan s} . 501. Excess srt see instructions 203. Exisfi loans taken sub'ect to 502. Settlement char es to Setter Line 1400 2 872 50 2D4. 503. Existin loan s taken su 'act to . . 205. 504. Payoff First Mortgage to Amerisave Mortgage Corpor 211 410 35 206. 505• P off Setmnd Mort ' , . 207. 506. 208, 507. 209. f ~ Ad'ustrnents far Items un id Setter ~ ~ 210. COUNTY/T0INNSHIP fo Ad ustmenis for items un id Setter 211. CITY TAX to ~ 510. COUNTYITOWNSHiP to 212. SCHOOL TAX to Si 1. CITY TAX to 213. 512. SCHOOL TAX to 214. 513. ,215. 514. 216. 515. 217, ' 516. 218. 517. 219. 518. 519, 220. Total Paid !for Borrower ~• Cash ~ ~ fromfYo t~rronrer 520. Total Reduction Amount Due Seller 214 282 BS 301. Gross artlount due from Harrower Nne 124 500. Cash at setgemeM to/from Seller , . 302. Less amount paid by/far Horrower {line 220' 244.434.80 ( 601. Gross amount due to Seller line 420 241 971 80 303. Cash ~ From ~ To Borrower 602. Less reductions due Setter {line 520) ( . , 214,282.8 PaiC ou1aW8 of closiyv W ~orturma:.we..e~ 244.434.84 503. Cash X To From Setter 27.688 a5 The undersigned he ` °- °°•:~ •, ~ip~of a completed copy of this statement & any attachments 2fer~o here REV-i5o8 EX+ (ii-io) ~~i` Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC INHERITANCE 7AX RETURN . PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Lucinda H. Smyser 21-11-0752 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 DESCRIPTION VALUE AT DATE OF DEATH 1. Verizon refund $108.79 2. State Farm Home Owners Policy -refund $658.00 3. State Farm -refund $126.15 4. AT&T Universal Rewards card refund $210.00 5. Amerisave mortgage refund $917.38 6. Decedent's 2002 Ford Explorer $4, 917.00 7. PSECU checking acct. #0181xxxxx $258.41 8. Decedent's personal property $2, 375.00 9. Decedent's accumulated sick leave, final paycheck and other accrued Commonwealth benefits. $52,207.79 10. I Misc. refund $15.00 TOTAL (Also enter on Line 5, Recapitulation) $ I 61,793.52 If more space is needed, use additional sheets of paper of the same size. REV-151C EX+ (08-04} pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Lucinda H. Smyser SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY FILE NUMBER 21-11-0752 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 NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE CF TRANSFER. ATTACH A COPY OF THE DEED F°R REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE Decedent was born February 19, 1952 and died June 20, 2011. At the time of her death, she was an employee of the Commonwealth of Pennsylvania and maintained a SERS account and Deferred Compensation account as indicated below. She was not of age to receive benefits from these accounts and had not received any funds from the accounts as of her date of death. ~ ~ Decedent's Commonwealth Deferred Compensation account through Great $396,165.23 100% 100% S0.( Western Retirement Services, Plan 98978-01 2 Decedent's SERS Retirement Account $739,000.00 100% 100% $O.rv TOTAL (Also enter on Line 7, Recapitulation) $ 0.00 If more space is needed, use additional sheets of paper of the same size. Izs:v-IS1I E_x+ !10-09, Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF Lucinda H. Smyser Decedent's debts must be reported on Schedule I. FILE NUMBER 21-11-0752 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' KuhnerAssociates-funeral $6,736.00 2 Pastor Donation $250.00 3. Funeral luncheon $4,201.89 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) JaCOb A. Smyser Street Address 1717 North Bayshore Drive, Apartment 2934 City Miami _ _ State FL zip 33132 Years} Commission Paid: Z• Attorney Fees: 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.} Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees; 5• Accountant Fees: 6• Tax Return Preparer Fees: ~• Postage, misc. certified mail 8. Filing Fee 9. Reserves to conclude Estate administration, including final income tax and fiduciary returns TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. $0.00 $750.00 $393.50 $175.00 $76.25 $15.00 $600.00 13,197.64 t,v/ 1v/ GViG 11. JO P1Sb 111 04v1i)O1 11LL11llC1' Llbd V~;1Gl.Gd 1111. KUHNER ASSOCIATES rFt~ttE~raf Di,-w~~rrs, 7irc. Albert L_ Kuhner, Jr., Supv. 863 South George Street York, PA 17403 717-854.0053 717-854.0821 'F~tinn~'rly BAUMEIST~R ~'ORSINALL wILLIAIVI E. LITTLE FUNERAL HOME QnfPrrurrute~ William E. Little, Supv. 60 South Main Street Manchester, PA 17345 717.266-1451 Ronald E. Slough, Supv. 2150 Corlisle Raad York, PA 17408 717-767-5088 SAINT ~OHN'S LEwIS$ERItY CEMETERY PADDLETOVNP+i CE1v1ETERY 'Ar 'Na,•6er~'l{ton•rt P.O. $ox 366 Manchester, PA 17345 717-266-1451 GRAN ITV1jERKS MEMORIALS s.t~ PO. Bax 366 Manchester, PA 17345 717-266-1451 Statement of Account f=uneral Services of Lucinda Hans Smyser March 15, 2012 Mr. Jacob A. Smyser 1717 North Bayshore Drive Miami, FL 33132 Original Balance Received on Account, August 15, 2011 Sincerely, KUHNER ASSOCIATES ALK/Ikg '[:i ~ .. $ 6736.00 -6736.00 _ ~- ~ ~ r /_ f f 1- - iT. ..~'': .~~?~I; ~~-~ ... ':J .t'fy ..`7s..'":~-~ _'cr/CI !l~r/'L-r~Lt:it~/:~` Jw }~U/.=r'f;.,'',~ RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17613 SMYSER LUCINDA H Estate File No.: 2011-00752 Paid By Remarks: JACOB SMYSER HMW ------------------- Fee/Tax Description PETITION LTRS TEST WILL SHORT CERTIFICATE JCS FEE AUTOMATION FEE Check# 536, Total Received......... Receipt Date: 7/07/2011 Receipt Time: 14:55:01 Receipt No.: 1066207 Receipt Distribution ----- -------- ------- ---- Payment Amount Payee Name 310.00 CUMBERLAND COUNTY GENERAL FUN 15.00 CUMBERLAND COUNTY GENERAL FUN 40.00 CUMBERLAND COUNTY GENERAL FUN 23.50 BUREAU OF RECEIPTS & CNTR M.D 5.00 CUMBERLAND COUNTY GENERAL FUN ---------------- $393.50 $393.50 REV-1512 EX+ (12-08) i Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, 1NHER[TANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT Lucinda H. Smyser FILE NUMBER 21-11-0752 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Comcast Cable -final bill $127.63 2. (PPL Electric -final bill $397.33 3. PA American Water -final bill $71.99 4. UGI -final bill $70.46 5. Schroeder Gardens $1, 604.43 6. Oakwood Radiation Center -final bill $50.00 7. Penn Waste, Inc. -final bill $10.55 8. NCO Financial Systems, Inc. - $34,389.24 9. Bank of America credit card payoff $14,185.60 10. Amerisave Mortgage Corporation -see settlement sheet $211,410.35 11 ~ Kamp Hill Borough sewer $150.00 12. Quality Cleaners $184.60 13. Staples -misc. supplies $23.69 14. Misc. settlement charges $2,872.50 15. Discover credit card acct. #xxxx xxxx xxxx 8514 -payoff $13, 802.01 16. IPSECU VISA credit card payoff I $19,944.00 TOTAL (Also enter on Line 10, Recapitulation) ~ $ 289,294.38 If more space is needed, insert additional sheets of the same size. Page 1 I~ ~ I ~ In Account with: Date: June 29, 2011 Mrs. Lucinda Smyser ' Y ~ c/o Mr. Drew Smyser ..~ 104 North 26th Street Landscape Design and Contracting Camp Hill, PA 17011 Walnut Hill Road P O Bcx 36 TERMS: Millersville Pa. 17651 Payment net 30 days Telephone (717)-872-4522 Failure to comply with this will void the plant Fax (717)-871-9208 guarantee. schroeder.oardens(Dverizon.net A service charge on all accounts past due will be charged at 1 1/2°k per month, an annual rate of 18°~. INVOICE Planting of trees at residence. Mulched and watered new trees. Cleaned up debris. Peat Moss $15.00 Fertilizer $7.00 Mulch $42 18 Snapshot $4.25 2 Stewarfia - 6-7' $400.00 4 Amelanchier Clumps - 6-7' $340.00 Labor $640.00 Equipment 9 (~ ~' ~ ~~~~ 156.00 Total $1 604.43 (Work estimated at $1,500.00 - $1,700.00) . , , , ~ ~ ~ 1 ~S`~ .•' L Make Checks Payable to SCHROEDER GARDENS, INC. G~fS ~r'e.~ ~~~ 3.0~, ~ ~ ~ 6 ~ ~ n ~p~'` Q~""""""~~r~~a~ P ~ 0 67450 Loan Servlcing ^~ 302-477-6430 (f omf outside the US) Wilmington, DE 19803-0450 ~~~ Fax: 302-476-3555 USA ~ J- E-mail: servicing@AccessGroup.Org www.AccessGroup.Org/Account `~T 06/18/2011 You can make your payment with ease by logging into your account at AccessGroup.Org/Account and following the instructions on the Payments tab. LUCINDA H SMYSER 104 N 26TH STREET CAMP HILL PA 17011 ~ `~~ ~ ~l ~~ I~- ~ ti3 tc 2--~SSI '~a~ I I I ~ ~ ~ ~/~ d~a~~ ~ ` s`,t,$ ~'~~ ~, , Acct. # 200411727 The following message applies to any ed_tucation loans in repayment. _ _ __ __ Thank you for keeping your account current. Please re_mit/the amount indicated. We appreciate your prompt payment. ~~ 7 3[ 5 1 l q W FFELP Loans Principal Balance ~t -`~ A~ ~ ~•~.~ r C2 .00 Interest Balance ~bb~ W ~ t~ ~j J J .00 Late Charges Due 0 „ ~ : ~ ~~ ~ .00 Retum of Payment Charges Due .00 Total Balance ~ .00 Payment Received Since Last Statement .00 Private Loans 34,258.29 130.95 .00 .00 34,389.24 280.00 JI` ~1. Past Due Amount .00 .00 Scheduled Monthly Payment ~ .00 277.00 1~ I26~ 3~y9~o •o0 3y ~1~6~1.20 Log in to your account at AccessGroup.Org/Account arld make yourtpayment over the Web, or sign up for electronic payments to automatically debit from your account each month. Check payments, made payable to Access Group, should be sent in U.S. dollars drawn on a U.S. bank account to the address on the coupon below. If you have FFELP loans, repayment plans that may be available to you include standard, graduated and extended repayment plans as well as Income-Sensitive and Income-Based Repayment (IBR) plans. Visit us online at AccessGroup.Org for information on these options and on how to request a change to your current repayment plan. Available plans for Federal loans may also be reviewed on the Department of Education's website www.federalstudentaidedgov. IMPORTANT! Statement Coupon (01) ^ Account Number: 200411727 If you have special"payment instructions or an LUCINDA H SMYSER address change, you must check this box. Address Payment Due by: 07/10/2011 Change:_ Amount Due: 277.00 -_~_____ _ _ ---- ---- ~~ µ Amount ____.. ~~ __._ Enclosed Special Payment Instructions - Do not write outside of box: .~._ ._ Access Group, Inc. P.O. Box 822349 -----~ Philadelphia, PA 19182-2349 012004117275071011000277005111690000184 Amerisave Mortgage 10/21/2011 1:40:01 PM PAGE 2/003 Fax Server ~ta~~rc~~tt~ cattaoi~~-~~c~~t Payoff Statement ,. October 21, 2011 Amerisave Loan Number: 726376 Borrower Information: Lucinda Smyser 104 N. 26'~ Street Camp Hill, PA 17011 Property: 104 N. 26`~ Street Camp Hi11, PA 17011 Interest Rate: 4.750% Interest is paid to: 09/01/11 Next Payment due is: 10/01/11 - Principal: 209,869.52 Interest: 1,486.21 9101-10/24/11 Payoff Total: 211,355.73 Payoff Amount good tliru: 10/24111 Per Diem: 27.312 Please wire payoff amount per the attached wiring instruction or remit payoff amount to the address below with certified funds. Title Co. checks are not considered certified funds. Amerisave Mortgage Corporation Attn: Loan Servicing 3350 Peachtree Rd, Suite 1000 Atlanta, GA 30326 loanservicin~(a~,amerisave.com The escrow balance is $917.38. The school taxes of $2,436.58 were .paid 08/19111. "'Ww.~secu.com 846.237.7328 717.234.8484 LUCINDA H SMYSER J ANDREW SMYSER Account 0181XXXXXX SMYSER,LUCINDA H EFFECT: 07/05/11 POST: 07/05/11 TLR: 0648 Payment to UISr LOAN ID O9 PRE-! BAL • ~~ PRINCIPAL t INTEREST FEES TRAN AMOUNT 0.00 NEXT DUE DATE 19,944.60 NEW BALANCE SEQ; ___________ _ _ #983224 Check hold to be released 07/14/11 ----_-___ _ 9,944.00 ------ --------- - - Check Received ~------ 19,944.00 REV-1513 EY,+ {9-OOj SCHEDULE J COMfAON`NEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Lucinda H. Smyser 21-11-0752 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Jacob Andrew Smyser, 1717 North Bayshore Drive, Apt. 2934, Miami, FL Son 50% Rest, Residue of ~~13~ Fstata 2. S. Amanda Smyser Scharrer, 104 North 26th St., Camp Hill, PA 17011 Daughter 50% Rest, Residue of Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II 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 I $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF LUCINDA H. SMYSER I, LUCIlVDA H. SMYSER, of 104 North 26th Street, Camp Hill, (Borough of Camp Hill), 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. FIRST: 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 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) Fifty percent (SO%) thereof unto my son, JACOB ANDREW SMYSER, of Miami, Florida, provided that should JACOB ANDREW SMYSER predecease me, I give and bequeath his share unto my daughter, S. AMANDA SMYSER, of Camp Dill, Pennsylvania; and (b) Fifty percent (50%) thereof unto my daughter, S. AsViANDA SMYSER, provided that should S. AMAl~TDA SMYSER predecease me, I give and bequeath her share unto JACOB ANDREW SMYSER. THIRD: 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 istribution 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. (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. (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 plan) to the extent provided for by the plan or the law. 1 2 FOURTH: I nominate and appoint JACOB ANDREW SMYSER, Executor, of this, my Last Will and Testament. In the event of the death, resi natio inability to serve for an reason whatsoever of JACOB g nor y ANDREW SMYSER, I nominate and appoint S. AMANDA SMYSER, Executrix, of this, my Last Will and Testament. I direct that my Executor or Executrix, as the case may be, shall not be required to post security or a bond for the performance of their duties in any ~unsdlction. IN WITNESS WI-~REOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~~~ .-~i day of July, 2010. n Aga, -_. ~ (SEAL) ~.LIJ~fl~`DA H. SA~YSE~-~' Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. 7Dl J~/Idre ~~ Address Name Ci i . ~ ; y 1''' ~ .el ' ,, 3