HomeMy WebLinkAbout04-04-12 (2)1505611180
-~ REV-1500 E><I~-„> tFi,
pennsyivania OFFICIAL USE ONLY
PA Department of Revenue ~,~M of ~~ County Code Year File Number
Bureau of Individual Taxea INHERITANCE TAX RETURN
PO BOX 280601
Hartisbum. PA t~i2e-oeoi RESIDENT DECEDENT 21-11-0463
ENTER pECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
20.8-24-4364 03222011 D5131923
Decedent's Last Name Suffor Decedent's First Name MI
STEELE MARGARET I
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Socal Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
® 1.Original Return Q 2. Supplemental Return Q 3. Remainder Return (Date of Deafh
Prior>b 12-13-82)
Q 4. Limited Estate Q 4a. Future hderest Compromise (date of 0 5. Federal Estate Tax Return Required
death after 12-12-82)
8. Deoedent Died Testate 0 7. Decedent Maintained a Living Trust D 8. Total Number of Safe Deposit Boxes
G4~ Copy of Wild (Attach Copy of Tnrst)
0 9. Litigation Proceeds Received Q 10. Spousal Poverty CredR (Date of Death ~ 11. Election to Tax under Sec. 9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedub 0)
CORRElPONDENT -THIS SECTION MUST BE COMB'LETED. ALL CORRESPONDENCE AND CONFIDENTULL TAX INFORMAT~N SHOULD BE DNtECTED T0:
Name Daytime Tebphone Number
STEPHEN D. TILEY 717'-243-58,8 _~
REGISTERS USE QSIL,Y
~ ~ ~
First Line of Address ~~'x .~-
5 -SOUTH HANOVER STREE ~~~ ~'
Second Line of Address " ~ ~ „~.
D ' ..
.DATE FILED
City or Post Office State 21P Code
CARLISLE PA 17013
C7
3 ~}
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,CorrsspondsnCs e-mail address:
Under penaltlss of perjury, I declare that I have examined this return, including acxxm-parrying schedubs and atatemerrts, and to the best of my knowbdge and belief,
ADDRESS - _.
WILLAMA._STEELE, 700"NORTH MIDDLETON ROAD, CARLISLE, PA 17013
SIGNA PARER O: ER THAN REPRESENTATNE DATE
~ ~ ~ ~.~
"ADDRESS -
STEPHEN D. TILEY, 5 SOUTH HANOVER STREET, CARLISEL, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
150561118.0 1505611180 ,~'`
~ 1
1505611280
REV-1500 EX (Ft) Decedent's Social Security,Number
Decedent's Name: MARGARET I STEELE 208-24-4364
RECAPITULATION
1. Real Estate (Schedule-A) ......................................... 1. 4 2 5 9 0 0.0 0
2. Stocks and Bonds (Schedule. B) ...:..................:............. 2. 2 6 3 9 4.0 0'
3. CloselyNeld Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. N 0 N E
4. Mortgages and Notes Receivable (Schedule D) ........................ 4. N 0 N E
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5. 6 3 3 5 • 0 0
6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. N 0 N E
7. Inter-Vrvos Transfers & Miscellaneous Non-Probate Property
(Schedule G) OSeparete Billing Requested ....... 7, 2 7 5 2 6 4. 0 D
8 'Total Gross Assets (total Lines 1 through 7) ....' ...................... 8. 7 3 3 8 93 . D O
9. Funeral Expenses and Administrative Costs (Schedule H) ........:....... 9. 19 5 6 8 . 0 0
10. Debts of Decederrt, Mortgage Liabilities and Liens (Schedule q ............ 10. 915 O . 0 0
11. Total Deductions (total Lines 9 and 10) ........., ................... 11. 2 871$ . D O
12. Net Value of Estate (Une 8 minus Line 11) ........................... 12. 7 0 517 5 . 0 D
13. Charitable and Governmental Bgquests/Sec 9113 Trusts for which
0 0
0
an election to tax has not been made (Schedule J) ...................... 13. •
14 Net Value Subtect to Tax (Line 12 minus Line 13) ...................... 14. 7 0 517 5 . D 0
TAX CALCULATIO~1-SEE INSTRUCTIONS FOR APPLICABLE RATfS
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 0 15. 0 .0 0
16. Amount of Line 14 taxable
at linealratez.o 45 ?05175:OD 1s. 31732.$8
17. Ampunt of Line 14
taxable at sibling rate X . 12
17.-
0 . 0 0
18. Amount of Line 14 taxable
at collaiterai rate x .15 1 S. 0.0 0
19. TAX DUE ....................................................... 19. 317 3 2.8 8
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
Side 2
!„~ 1505611280_ 1505611280 ~.
REV-1500 EX (Fq Page 3
Decedent's Comalete Address:
File Number
71 _1111dR4
208-24-4364
DECEDENTS NAME
MARGARETISTEELE
STREET ADDRESS
590 NORTH`MIDDLETON -ROAD
CITY
STATE
ZIP
CARLISLE ~ PA 17013
Tax. Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 31732.88
2. Credits/Payments
A. Prior Payments 30000',00
B. Discount 1578.90
Total Credits (A + B) (2) 31578.90
3. Interest
(3)
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. (4) 0.00 '
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 153.98
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:
a. retain the use or income of the property transferred ....................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income ..................:....................... Q
c. retain a reversronary interest ................................................:......................:..................................................
d. receive the promise for life of either payments, benefds 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 art "in trust for" orpayable-upon-death bank account or security at his or her death? ............
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneflclary designation? .................................................................................................................:..
IF THE ANSWER TO ANY
~~_ OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN
For dates of death bn 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 t$ 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) (~]. 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 qn or after July 1, 2000:
• 'The tax rate imposed on the not value of transfers from a deceased child 21 years of age oryounger at death to or for the. use of a natural patent, an
adoptive parent ors stepparent of the child is 0 percent (72 P.S. §9118(a)(1.2)}.
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries is 4.5 percent, except as noted in (72 P.S. §9116(a)(1)j.
~ The tax rate imposed on tha net value of transfers to or for the use of the decedent's siblings is 12 percent p2 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.
REV-1502 EX+ (01-10)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE RE w ~ C cT /~'~E
INHERITANCE TAX RETURN GFi G~7 1 /1
RESIDENT DECEDENT
FILE NUMBER:
ESTATE OF:
21-11-0463
Fre & Tile
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 facts.
Real property that is jointly-owned with right of survlvorshlp must be disclosed on Schedule F.
Attach a copy of the settlement sheet ff the property has been sold. VALUE AT DATE
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. OF DEATH
NUMBER DESCRIPTION
~ , 12.43 Acres including former double wide mobile home now preminanetly affixed to
real estate, a rental duplex, and 11 mobile home lots.
See copy of assessment record and deed attached as Exhibit "A"
Husband Jesse A. Steele predeceased on March 25, 1996
Year 2010 Countywide Reassesment Value $425,900 425,900
Common Level Ratio 100% of year 2010 value
TOTAL (Also enter on Line 1 Recapitulation.) ~ $ 425,900
If more space is needed, use additional sheets of paper of the same size.
REV-, 509 EX+~~.~, SCHEDULE B
COMdONWEALTHOFPENNSYLVANIA STVCKS « BONUS
WHERRIjNC,E'TAX RETURN
RE DECEDENT
ESTATE OF _ fILE NUMBER
Frey ig Triey 21 11 0463
A14 ProPsrtY jointly-owned wRh rlyM of survHorship mush disclosed on Schsduk;F:
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH.
1. M&T Securities (Pershing Brokerage Account)
See E>mibit "C"
23.'86 shares MTB Money Market Fund Class A AT $1.00 24
11,824.896 Shales Franklin Income Fund Class A at $2.23 26,370
2. .
TOTAL (Also enter on line 2 Recapitula6on)~$ 26 394
(If more space is needed, insert additional sheets of the same size)
,;
REV-1508 EX+(11-10) SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, 8~ MISC.
DEPARTMENT OF REVENUE PERSONAL PROPERTY
INHERITANCE TAX RETURN
ESTATE OF:
FILE
21-11-0463.
Include the proceeds of litigation and the date the proceeds were received by the es>:a>:e.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION
JMBER
1 M&T Bank Personal Checking Account No. 729124
See Exhibit "D"
2. Series EE U.S. Savings Bonds Various (16 total) -See Exhibit "F"
11 Bonds, Sheet 1
6 Bonds, Sheet 2
3. Health Insurance Refund -Guarantee Assn.
4 Income Tax Refund -Commonwealth of Pennsylvania
5 Household Personal Property -Misc.
See Exhibit "I" for Household Personal Property items specifically valued
6 Refund - CUNA Mutual Group
7 Refund -Erie Insurance Group
g Pro-Rated Benefits -Public School Employees' Retirement System
TOTAL (Also enter on line 5, Recapitulation) $
If more space is needed, use additional sheets of paper of the same size.
VALUE AT DATE
1, 879
634
218
53
11
250
3,075
14
32
169
6,335
RE"-,5,o E"' (°s-0s' SCHEDULE G
Pennsylvania
oEpaRn~NroFr:t~NUe INTER-VIVOS TRANSFERS &
o ~c e~ uw~ MISC. NON-PROBATE PROPERTY
~a i w ~ e yr FILE NUMBER
Frey 8 Tilev 21 11 0463
. This achedute must be completed and t71ed ff the answer to any of questions 1 through 4 on page three bf the REV-1500 is yea. '
.DESCRIPTION OF PROPERTY
ITEM
NUMBER n of r of T"E , ~~ rtEUw ro oeceooar "rm
~ 0A~ 6F ~""~ "Tr"c"'"~ O~ TM~ ~ ~ ~ ~T"TE DATE OF DEATH % OF DECD'S EXCLUSION
" TAXABLE
VALUE OF ASSET .INTEREST °
"""""A YAI.UE
1. Natwntrride Annuity Contrail No. 01-5856750
See Exhibit "B" - Beneficary Willaim A. Steele
226,788
100.00% 0
226,788
2.
M8~T Bank IRA Account No. 35004110107601 0
See Exhibit "D" -Beneficiary William A. Steele
6;825
100.00% 0
6,825
3.
Waddell & Reed Investment Accounts 0
See Exhibit "E" - TOD William A
Steele 0
.
Account No.: 27718006: 0
0
Fund 623: 630216 shares WR Advisors Accumulative A at $7.7 4,890 100.00% 4,890
Fund 762: 884.929 shares WR Adv High Yeild Inc A at $4.54 2,663 100.00% 2,~3
Account No.: 27760651: 0
Fund 623: 343.153 share WR Adv Accumulative A at $7.76` 2,663 100.00% 2,663
4.
Year 2006 Cadillac GTS Title No
: 63374267602 0
.
See Exhbit "G" _
17,000
50.00% 0
8,500
5.
Year 2003 Winnebago
Itasca Surtcruiser Motor Home 0
.
Title No.: 67328355201 ST 0
0
See Exhibit "H" 45,870 . .50.00% 22 935
,
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
_ 0
0
TOTAL (Also enter on Line 7 Recapitulatiol
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX + (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
rtFSioENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF 21-11-0463
Fre & Tile
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION
dUMBER
A, FUNERAL EXPENSES: 4,990
t, Ewing Brothers Funeral Home 345
2. Funeral Luncheon -Reimburse William A. Steele
g, ADMINISTRATIVE COSTS:
~ Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
State ZIP
City
Year(s) Commission Paid:
12,900
2, Attorney Fees: FREY &TILEY
3, Family Exemption: (If decedent's address is not the same as claimants, attach explanation.)
Claimant
Street Address
State ZIP
City
Relationship of Claimant to Decedent
565
q Probate Fees:
0
5, Accountant Fees: FREY &TILEY
0
g Tax Return Preparer Fees: FREY &TILEY
14
7. Check Printing Fee 480
8. Reserve to File Account
15
9. Filing Fee for Inheritance Tax Return
5
10. Commonwealth of Pennsylvania DOT -Search fee for title
254
11. Advertising ($178.92 Sentinel) ($75.00 Cumberland Law Journal)
TOTAL (Also enter on Line 9, Re
If more space is needed, use additional sheets of paper of the same size.
$
REV-1512 f7(+:(12-08)
Pennsylvania SCHEDULE
DEPARTMENT OF REVENUE
DEBTS OF DECEDENT
,
INHERRANCE TAx RETURN
`-ftHSIDENT DECEDENT MORTGAGE. LIABILRIES & LIENS
ESTATE OF FILE NUMBER
Frev 8 Tiley 21 11 0463
Report debt incurred by the decedent prig ~ death that nnnained unpaid at the date of death, includhq unrebnbutasd medkai expsnsea.
rTEM
NUMBER
DESCRIPTION
VALUE AT DATE
~ DEATH
1.
PP&L -Electric 98
2. Dish Network - TV
57
3. CenturyLink -telephone
69
4. Kough's Oil Service -Fuel Oil 635
5. ASG Security 31
6. Spring Road Family Practice -Medical Bill
10
7. Dorothy Steele -Personal Care for Margaret I. Steele 1 ~~
8. Dorothy Steele -Personal Care for Margaret I. Steele 7,250
9. York Waste Disposal #611 42
10. Refund -Trash -Republic Services, Inc. -42
TOTAL (Also er~ter,on Line 10, Recapitulation) S 9,150
ff more apace is needed, insert addMional sheets of the same size.
REV-1737-7 EX + (6-08)
REVERSE
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
FILE NUMBER
ESTATE OF 21-11-0463
Mar aret I. Steele
When flat rate method is elected, list the beneficiaries of the Pennsylvania property.
When proportionate method is elected, list all beneficiaries.
RELATIONSHIP TO
DECEDENT AMOUNT OR SHARE
ITEM __„ ~~ ~ Do Not List Trustees OF ESTATE
___ ~~,cnwc~ QccFl\/ING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. 2116 (a)(1.2)] SOn
William A. Steele
700 North Middleton Road
Carlisle, PA 17013
E N THE REVERSE SIDE OF FEV-D1737RCOVER SHEETO, AS APPROPRIATE. 1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET
t
I I. INON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II
100%
Enter total non-taxable distributions on Line 13 of REV-1 is/ c
(If more space is needed, use additional sheets of paper of the same size)
LAST WILL AND TESTAMENT
OF
MARGARET I. STEELE
I, MARGARET L STEELE widow, of North Middleton Township (mailing
address; 590 North Middleton Road, Carlisle, PA 17013), Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby
make, publish and declare this as and for my Last Will and Testament hereby revoking
.and making void any and all Wills by me at any time heretofore made.
1. I direct my hereinafter-named Executor to pay all of my just debts and
funerah expenses as soon after my death as may be found convenient to do so. 'I direct
that my funeral services be conducted by Ewing Bmthets Funeral Home, 630 South
Hanover Street, Carlisle, Pennsylvania, in a manner substantially similar to the
arrangements made by me for the services for my husband Jesse A. Steele, and that my
body be interred beside his on our burial lot located in Westminster Memorial Gardens in
North Middleton Township, near .the Borough of Carlisle, Pennsylvania. I bring to the
attention of my executor that the cost of my casket and grave opening have already been
,paid by me to Westminster Memorial Gardens.
2. I direct. that all inheritance, transfer, succession, estate and death taxes,
including interest and penalties thereon, which may be payable on account of my death
shall be payable from the residue of my estate regardless of whether the assets upon
which such taxes are based are included in my probate estate.
3. I give, and bequeath all household goods and tangible personal property
generally including any automobiles which i may owA at the time of my death, to my son,
WILLIAM A. STEE1-E. his heirs and assigns, but should he fail to survive me thcn the
same shall lapse and be included in the residue of my estate.
4. All of the rest, residue and remainder of my estate, real, personal and
mixed, and wheresoever the same may be situate, I give, devise and bequeath to my son,
WILLIAM A. STEELE, his heirs and assigns, provided that he shall survive me by a
period of ninety (90) days, but should he fail to so survive me then the same shall lapse,
5. Should my son WII.LIAM A. S'rFt?r .F pred~a~ me or fail to survive
me by the aforesaid period of ninety (90) days, then in such event all of the rest, residue
and remainder of my estate real personal and mixed and wheresoever the same may be
situate, I give devise and bequeath as follows:
(a) 3096 thereof in equal shares to my three grandchildren who are WII,I,IAM
ABRAM STEELE, VALARIE STIMELING and NORMAN PAUL LANDRY, III,
Provided each of them shall survive me by a period of ninety (90) days, but should any of
them fail to so survive me then the amount payable to such deceased grandchild shall
lapse and be added to the balance payable hereunder in sub-paragraph ^b^ to my g~t-
grandchildren.
(b) The balance thereof shall be paid. in cquah shares to such of my great
grandchildren who shall survive me by a period of ninety (90) days, but should any of
them fail to so survive me, then the share that deceased great grandchild would have
received shall lapse and be added to the shares of the great grandchildren so surviving.
At the: present time I have the following seven great grandchildren who are, WII.I,IAM
A. STEELE, JR:, VERONIKA GIEB, DUSTIN•WICKARD,111,4RISSA WHITF.HEAD,
CURRIN WHITEHEAD, WILLIAM MICHAEL LANDRY, AND NICKOLAS R.
LANDRY. It is my intention to include any additional great grandchildren who may
hereafter be born and who shall survive me by a period of ninety (90) days,
6. I hereby nominate, constitute and appoint MANLTFACT'[JRERS AND
TRADERS TRUST COMPANY, One West High Street, Carlisle, PA together with my
sort; WILLIAM A. STEELE, as Co-Executors of this my Last Will and Testament and I
further direct that neither of them shall be required to post any bond to secure the faithful
performance of its or his duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
~..
Pa;e 1 of 3
7. In addition to the. powers conferred by law, my hereinbefore named
Executors, and their successors, are authorized and empowered:
a. To invest any part of the trust corpus in such securities,
investments, or other property as may be deemed advisable and proper, irrespective of
whether the same aze authorized for the investment of trust funds under the laws of any
governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other
securities of which may be held, to vote in person or by proxy on any shares of stock; to
consent to the merger, consolidation or reorganization of such corporations; to consent to
the leasing, mortgaging or sale of the property of any such corporations; to make any
surrender, exchange or substitution of such stocks, bonds or other securities as an ,
incident to the merger, consolidation or reorganization of such corporations; to pay all
assessments, subscriptions and other sums of money which may be deemed wise and
expedient for the protection and maintenance of the proportionate interest of the
investment in such corporations; to exercise any option or privilege which may be
conferred upon the holders of such stocks, bonds, or other securities of such corporations
either for the conversion of the same into other securities or for the purchase of additional ,
securities, and to make any and all necessary payments which may be required in ,
connection therewith; and generally to have arid exercise as to all such stocks, bonds and
other securities, the powers of an individual owner who is not under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in
which separate shares shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly
for cash and partly on credit, and upon such terms and conditions as shall be deemed
proper, any part or parts of the estate, and no purchaser at any such sale shall be bound to
inquire into the expediency or propriety of any such sale or to see to the application of the
purchase moneys arising therefrom.
e. To keep on hand and uninvested such money as may be deemed
proper and for such period as may be found expedient.
f. To compromise, settle or arbitrate any claim or demand in favor of
or against the trust estate.
g. And authorized in the discharge of fiduciary duties, to employ
counsel and to determine and to pay such counsel reasonable compensation which shall
be charged against the principal or income of the trust fund, and shall further be entitled
to charge against the principal or income such other reasonable expenses and charges as
may be necessary and proper to incur for the proper discharge of fiduciary duties and for
the proper management and administration of the trust estate.
h. In making any division of property into shazes for the purpose of
any distribution thereof directed by the provisions of the trust, to make such division or
distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be
deemed most expedient, and in making any division or distribution in kind may allot any
specific security or property or any undivided interest therein to any one or more of such
shazes, and to that end may appraise any or all of the property so to be allotted and the
judgment as to the propriety of such allotment and as to the relative value for purposes of
distribution of the securities or property so allotted shall be fmal and conclusive upon .all
persons interested in the trust or in the division or distribution thereof.
r
i. And authorized to register any shares of stock or other assets of
any trust in their own names or in the name of a nominee.
j. To retain and invest in shares of stock of my Trustee.
k. To retain any investments including mutual funds which I may
own at the time of my death and in addition to invest any part of the Trust corpus in such
G ~~~C.~
Page 2 of 3 ~ ~' ~~
mutual fund or mutual funds as may be deemed advisable. or proper, irrespective of
whether the same are authorized for the investment of trust funds under the laws of any
governing jurisdiction.
1• To determine from time to time whether all or some portion of
realized capital gains shall be ~~~ ~ ordinary income for distribution to a beneficiary
or treated as principal to be retained as part of the corpus, and such designation need not
be consistent from one year to another.
IN VCITNFSS WHEREOF, I have hereunto set my hand and seal to this my Lit
Will and Testament written on three (3) Pages, this t LBday of ~
2005.
1.
M"~GARET' I. STEELg
Signed, scaled, published, and declared by MARGARET' L STFRT R the Testatrix
above Warned, as sad for her Last Will and Testament, in our presence. who, is her
presence, at her request, and in the presence of each other, have hereunto subscn'bed our
names as attesting witnesses. /
`-~'~EC...t~ Jdr.
tir b
Page 3 of 3
Detailed Results for Parcel 29-05-0427-109. in the 2010 Tax Assessment Database
DistrictNo 29
Parcel_ID 29-OS-0427-109.
MapSuffix
HouseNo 590
Direction
Street NORTH MIDDLETON ROAD
Ownerl STEELE, JESSE A & MARGARET I
C/O
PropType CT
PropDesc
LivArea
CurLandV al 124300
CurImpVal 301600
CurTotVal 425900
CurPrefVal
Acreage 12.43
C1GrnStat
TaxEx 1
SaleAmt
SaleMo
SaleDa
SaleCe
SaleYr
DeedBkPage 0018T-00453
YearBlt
HF_File_Date
HF_Approval_Status
l 201-1T-WarraafJ Dud. Short Form. Act of 1809 ~ _ ~ _ _ --
Hmr7 Ha11. Iao., Iadlsaa. Pa. BOOIi~~~ ihUC ,y~~
DUUf1 (~ i UC iZ2
1
i ~e e
i~~
I iIfADE THE day of ~~'""'~"' in the year
of our Lord one thousand nine hundred and fifty-eight
• ,
BETWEEN JOBN W, BROWN and MTLDRED A. BROWN, his ;wife, of ._
~ North Middleton Township, Cumberland County, Pennsylvania, parties of the
first. part, GRANTORS,
and
JESSE A, STEELE and MARGARET I. STEELE, his wife,. of North Middleton
Township, Cumberland County,. Pennsylvania, parties of the second part,
Grantee s:
WITNESSETH, that in. aonaideratwn of
-Eight Thousand ($8000.00)- Dolhers,
in ha9;ai Pa+dr the receipt tahereof is hereby acknowledged; the said grantor a do hereby get
axd convey to the said grantee s, their heirs and assigns, as tenants by the 11
entireties,
ALL that• certain tract of land situate in North Middleton Township,
.Cumberland County, Pennsylvania, bounded and described as follows:•
BEGINNING at a point is the center of the Public Road leading from the
Wertz School House to the Loag's Gap Road; thence along lands of Charles
Long, South Twenty-seven (27) degrees East, a distance of One Thousand 1
Oae Hundred Twenty (1120) feet to a post; thence along lands of F. M. ~
Coramaa, North Thirty-five (35) degrees Thirty (30) minutes East, a distance ~
of Eight Hundred (800) Peet to a stake; thence along lands now or formerly of
George A. Hefflefinger, North Forty-eight (48) degrees West, a distance of
Seven Hundred Fifty (750) feet more or less, to a point in the center of the -
above described public road; thence by the center of said public. road, South
Fifty-nine (59) degrees West, a distance of One Hundred Thirty-tW0 and Six-
teaths (132.6) feet to a point; thence by the same, South Seventy-five (75)
degrees Thirty{30) minutes West, a distance of Three Hundred Twelve and
Four-tenths (312.4) feet to a point, the place of BEGINNING,
CONTAINING Twelve and Forty-three hundredths (12.43) Acres, more j
or less. 1
BEING the same tract of land which. George A. Hefflefinger, (widower),
by his deed bearing date the 17th day of August, .1955, and recorded in the '
Offfce of the Recorder of Deeds in and for Cumberland County at Carlisle, 1 "
Pennsylvania in Deed Book "T", Volume 17, Page 508, granted and conveyed
to John W. Brown and Mildred A. Brown, his wife, GRANTORS herein. '_.
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AND, the said grantor s, do hereby covenant and agree to and with the said grantee ~ that
they ,the grantor s their heirs, executors and administrators, shall and will warrant
Generally and forever defend the herein above described
premises, with the hereditaments and appurtenances, unto the said grantee s their heirs
and assigns, against the said grantor s, and against every other person lawfully claiming or who
shall hereafter claim the same or any part thereof.
IN WITNESS WHEREOF, said grantor s ha vehereunto set their hands and seal s
the day and year first above written.
~[ii:gnea, ~SiealeD anD ~etiberea
in tqe ~cegence o~
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iG~-=~-"-----John W. Brown ~--------
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-______-__~.-_-----_M--- smmei.
Mildred A. Brown
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I hereby certify that the precise residence of the within named Grantees is
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t[ECDRDED-OFFICE OF THE. ;
CLERK OF CWRTS & i
RECORDER OF DEEDS
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WM/r'"~g~~ANp CdUN7Y i
PENNSYLVANIA
State of Pennsylvania j
ss. ,
County of Cumberland ,~ ~ ~,~ ~ yg 58, before me, s
On this, the ~ ~f day °f
the undersigned officer, personally appeared John W. Brown and Mildred A. Brown,
his wife, '
1
known to me (or satisfactorily proven) to be the person swhose name s aresubseribed to the with-
in instrument, and acknowledged that they executed the same for the purposes therein con-
i
tained.
IN WITNESS WHEREOF, I hereunto set my ha~ and o ~ial seal.
..--•---. ---=------------ - --- • P tii----~ .
Notary Public, Carlisle, Cumberland -^ _~ , 4, ,-••""• 1~ ~'•
INY Comatissim_FxG[esAug+ist-7b,-1954-__.::. °~ ... ;t~';---
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MARGARETISTEELE
590 N MIDDLETON RD
CARLISLE PA 17013-8784
Your Investment Professional:
KIMBERLY J HEAVNER
M T SECURITIES
100 S SPRING GARDEN ST
CARLISLE PA 17013-2552
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Contract Issu® Date:11/Z9/2004
Plan Type: Non-Quay °Anrtuihr
Annulant: MARGARET 1 STEEL,E._.
.................................................................................................................................................................
How to Contact Us:
www.nationwtde.com/login
Nationwide Life Insurance Company
P 0 Box 182021
Columbus OH 43218-2021
Custaner Service:
1-800-848-6331
Hearing Impsin~d:
1-800-238-3035
24 hr. Automated Information Liner
1 x800.321-9332
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M&T Securities, Inc.
285 Delaware Avenue, Suite 2000, Buffalo, NY 14202-1885
Apri125, 2011
Margaret Steele
AZD323889
Date of Death: 03/22/2011
Description of Security Quantity in Price per share on
Shares 03/22/2011
MTB MONEY MARKET FUND CL A 23.86 $1.00
FRANKLIN INCOME FUND CLASS A 11,824.896 Low: $2.23
High: $2.23
Close: $2.23
We have received the information presented above from sources, which we believe to be
accurate. However, we do not guarantee their accuracy. The stock price per share on
valuation date is the closing price on that date. The mutual fund price per share- is the
low/nav price on that date. Previous business day price is used if DOD falls on a weekend
or holiday.
Please contact Client Solutions with any further questions, or if we may be of further
assistance to you at 1-800-724-7788, Option #1. Thank you.
Investment and Insurance Products: • Are NOave NOSBank Gua antes I May Go Down InOValue ured By Any Federal Government Agency
M&T Investment Group'" is a service mark of M&T Bank Corporation and consists of M&T Securities, Inc., the investment-related areas of M&T Bank and
investment advisory firmsMTB Investment Advisors, Inc., and Zrkin-Cutler Investments, Inc.
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies.
Insurance products may not be available in all states.
Brokerage uperauons ~pec>_aiis~
M&T Securities, Inc.
1~~TBank
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Frey and Tiley
5 South Hanover Street
Carlisle, PA 17013-3365
Re: Estate of Mazgazet I Steele
Social~Security:208-244364
Date of Death: March 22.2011
Dear Sir or Madam:
Per your inquiry on September 9, 2011, please be advised that at the time of death, the above-named decedent
had on deposit with this bank the following:
1. Type afAccoura
Account Number
Ownership (Names o, fl
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
729124
Margaret I Steele
William A Steele (POA)
09A1/67
$1,87&72
$ .Ol
$1,878.73 -----------•--------
2. Type of Account
Account Number
Ownership (Names o, fl
Openv~cg Date
Balance on Date of Death
Accrued Interest
Total
Individual Retirement Account
35004110107601
Margaret I Steele
William Steele (Beneficjary)
10R72/D6
$6,809.35
$ 15.30
$6,824.65 ------------•-----
Phone 888-502-4349
Fax (302) 934.2955
September 20, 2011
For any additionalsnbfo~f C~U'~e ~ce at#717-240 ~ including ownership and any changes, closures and/or reimbursement of funds,
please call the High
We were unable to locate any safe deposit box for the above•mentioned decedent
'T'his letter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers,
Representative Payee, or Trustee under a Written Agreement
Sincerely,
Tammy Spencer
Adjustment Services
V~ADDELL ~
REID
., Services Company
6300 Lamar Avenue
Post Office Box 2921 ~
Shawnee Mission, KS 6620T-9217
Frey & Tiley www.waddelLcom
Attn: Sharon DeVos
5 South Hanover Street .
Carlisle PA 17013
April 8, 2011
Re: Account No.: 2771800b Margaret I Steele
Account No.: 27760651 Margaret I Steele
Estate of Margazet I Steele
Date of Death: March 22, 2011
Dear Ms. DeVos:
We have received your request for the date of death values for the above referenced accounts. Per your
request, we have provided the date of death value below:
. Total Price Dollar .
Ac_ onnt/F~ltnd Shares Per Share Value
277180Q6/623 630.216 $7.76.. $4890.48.,.
27718006/762 884.929 $4.54 $4017.58
27760651/623 343.153 $7.76 $2662.87
If ydu have any furkher questions, please contact us at the address above or on our toll free number i-
888-WADDELL (1-888-923-3355).
Sincerely,
C lleen Haag
Client Service Division
Waddell S~ Reed Services Company
CSR/Correspondence
.~"
.~. Savings Bond Redemption_F~eceipt
WILLIAM ALTON STEELE 206-36-3044
700 N MlDDLETON RD
CARLISLE PA 17013-0000
Redemption Date: 04/'LO/2011
Transaction Number: 4344110660
Serial Number Series Denom issue
Date Issue Price Interest Earned Redemption
Value
0310557525492 EE $50.00 05 / 1997 $25.00 $17.12 $42.12
0330594532500 EE $50.00 05 / 2001 $25.00 $9.28 $34.28
0350568223273 EE $50.00 05 / 1998 $25.00 $14.86 $39.86
0380616061242 EE $50.00 07 / 2001 $25.00 $9.18 $34.18
0400790173325 EE $100.00 06 / 2004 $50.00 $11.72 $61.72
0420641364370 EE $100.00 05 / 1998 $50.00 $29.72 $79.72
0420665917074 EE $100.00 05 / 1999 $50.00 $26.00 $76.00
0430743724013 EE $100.00 05 / 2002 $50.00 $15.68 $65.68
0470775054712 EE $100.00 08 / 2003 $50.00 $13.24 $63.24
0480726115845 EE $100.00 07 / 2001 $50.00 $18.36 $68.36
0490724590509 EE $100.00 05 / 2001 $50.00 $18.56 $68.56
Tatat number of bonds redeemed: 11
Total
Price Total
Interest Total
Value
$450.00 ~ $183.,72. ~~ $633 72
Spring Garden Office
100 South Spring Garden Street
Carlisle, PA 17013
(717) 240-4525
~~~. ~~~~n~~ ~a~r~d ~edempti~n ~ecei
.. ,?
WILLIAM A STEELE
700 N MIDDLETON RD 206-36-3044 Redemption Date:
04/20/2011
CARLISLE PA 17013-0000
Transaction Number:. 4344110662
Serial Number Series Denom Issue
Date Issue Price Interest Eamed Redemption
Value
0310623552926 EE $50.00 05 / 2002
$25.00 $7.84 $32.84
0320576661832 EE $50.00 05 / 1999
$25.00 $13.00. $8.00
0360605744637 EE $50.00 O6 / 2004
$25.00 $5.86 $30.86
0390628176324~EE $50.00 08 / 2003 I
$25.00 $6.62 $31.62
0450610199800 I EE I $100.00 ~ 05 / 1997 I
$50.00 $34.24. $84.24
Total number of bonds redeemed: 5
Spring Garden Office
. 100 South Spring Garden Street
Carlisle, PA 17013
(717) 240-4525
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March 31.2011
To Whom It May Concern:
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Based on my evaluation, the approximate retail value of the 2006 Cadillac DTS, fvin#
1G6KD57Y06U220782) is $17,000, based on the current condition and mileage (35,524
mi). Please feel free to contact me should you have any additional questions.
Sincerel
Mike Ka
General Sales Manager
R»tliff C'.aclillac Saab
SUTLIFF • CADILLAC • SAAB
6462 Carlisle Pike, Mechanicsburg, PA 17050
717 691-2000 toll free: 888 691-6006 (fax) 717 X91-6338 Sutliffauto.corn premium@sutliff.net
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---------- Forwarded message ----------
From:Jason Cohen <jclazyd@tampabay.rr.com>
Date: Fri, Apr 22, 2011 at 12:49 AM
Subject: 2003 Itasca Suncruiser Value
To: Bill Steele <billscvhog@gmail.com>
Mr. Steele, The low retail value on your 2003 Itasca Suncruiser is $45,870. Please let me know if you need
anything else at all.
Jason Cohen
Internet Sales Manager
800-626-7800 <te1:800-626-7800> ext. 4551
6130 Lazydays Blvd.
Seffner, Florida 33584
Lazydays.com <http://www.lazydays.com/> ~ BetterRVing.com <http://
www.betterrving.com/>
{ ~ t { , ,,
C;;r~R~~'E QF Tl~ TL,E~FO!_F2~A .VEHICLE ; .
~'
Kevin M. Wickard
140 Pleasant Hall Road
Carlisle PA, 17013
Estate of Margaret I. Steele
590 North Middleton Road
Carlisle PA, 17013
August 29, 2011
I, the undersigned appraiser have personally inspected the items on the attached page. To the best of
my knowledge the values stated are true and correct as of sical and functional depreciator in arrivmg
be in good condition and have taken into account both phy
at conclusion of value.
I further certify that I have no personal interest in the property and that neither my employment nor
compensation is contingent upon the valuation of this property.
In my opinion the fair market value of the items contained in the Estate of Margaret I. Steele as of
August 29, 2011 is $3,075.00.
Respectfully Submitted,
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Kevin M. Wickard
EXHIBIT I
BOW FRONT CHINA CLOSET $1,500.00
GLASS COLLECTION IN CLOSET $150.00
DRY SINK $300.00
BUTTER CHURN $50.00
DUNCAN GLASS COLLECTION $50.00
FARM Ex!'EIJSION TABLE WITH CHAIRS $275.00
MANTEL CLOCK $40.00
MISC. SOITVENIR PIECES $25.00
BUTTER BOWL WITH PADDLE $50.00
iROIV TABLE AND CHAIRS $25.00
MISC. KTTCI~TT ITEMS. $20.00 .
IIAANTLE CLOCK $150.00
CUCKOO CLOCK $20.00
CEDAR CHEST $20.00
MANTLE CLOCK $150.00
CEDAR CHEST $100.00 .
DRESSER $25.00
STACKABLE BOOK CASE $100.00
MISC. IN GARAGE $25.00
To'fAL 3 075,00
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