The URL can be used to link to this page

Home My WebLink About05-17-12 (2)J 1505610105 REV-1500 ~`~°Z.1''~F" PA Department of Revenue PM~Y~~~a OFFICU1l USE ONLY Bureau of Indtvidual Taxes ~`•",~"`"„`"`~`"~ County Code Year File Num6er Po soxzsoeoi INHERITANCE TAX RETURN Z ~ ~~ /OGZ Harrlsbyrry, PA s'71z8-06oi RESIDENT DECEDENT ' ENTER DECEDENT INFbRMAT10N BELOW Soaal Securiry Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 186-24-9623 09/23/2011 01 /24/1931 Decedent's Last Name Suffix Decedent's First Name MI 'THRUSH BETTY _L (If Applicable) Enter Surviving Spouse's Information Below Spouse's last Name Suffix Spouse's First Name MI Spouse's Social Seeurity Number FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Rawm p 3. Remainder Retum (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of p 5. Federal Estate Tax Retum 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) (Attaeh Copy of Trust.) O 9. Litlgation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Betwaen 12-31-91 and 1-1-95) (Attach Schedule O) CORRESP~IDENT - THIS SECTION MU3T BE COMPLETED. ALL CORRESPONDENCE ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Nama Daytime Telephone Number THOMAS E. FLOWER (717) 243-5513 REGISTER OF WILLS USE ONLY Ffrst Line of Address _ FLOWER LAW, LLC _ __ Second Line of Address ~ ° n.s ~ ~ 10 W. HIGH STREET ~~ ~C r n ~_ 3s ~743 Clty Of POSt Office State ZIP Code DAT ;' ~ '-t -~-~ C''^ -~7 _ ; ~.. ? CARLISLE PA 17013 ,c ~ ; ~ '"`~ r ~ ~:~-t - ' '.~ : p~ ,i-~ .~, ~~' `~ ~ ~. r T Corcespondenes e.me~i addnss: Tom~Flower-Law.com -~ 0 ;-' C=' T _ _y ~ ~. G Under penalfies of perjury, I dselare thet I heve exammed this retum, intludfng accompanying schetlules and atatemeMS, and to the Aest tt i W knowledge e/~eflef, ~n ~ s e, oorretl erW complete. Declaratbn o( prepprer other than the personal representalive is based on all IMormatbn of which preperer has any knowl~lg9. SI A RE OF PERS N SPONSI E FOR FILING RETURN , pA~ - 1 ADDRESS DEBRA K. ZEIGLER, X TRIX, 2321 WALNUT BOTTOM RD., CARLISLE, PA 17015 SI~OF PREP R ~ ER THAN REPRESENTATIVE DATE / i FLOWER LAW, LLC, 10 W. HIGH ST., CARLISLE, PA 17013 ~ PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 J ~~j(~' V J 15~5610205 REV-t500 EX (FI) DecedenYs Social Security Number oecedenes Name: BETTY L THRUSH ' 186-24-9623 RECAPITULATION 1. Real Estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L ' 836,550.00 2. Stceks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 18,581.84 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... ,. 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 4,600.0~ 5. Cash, Bank Deposits and Misceilaneous Personal Property (Schedule E). ..... . 5. 71,204.10 6. Joindy Owned Property (Schedule F) O Separate Billing Requested ...... . 6. 0.00 7. Inter-vvos Trensfers 8 Miscellaneous Nan-Probate Property `" (Schedule G) O Separete BIIIing Requested.. ..... . 7. 750,080.30 8. Total Gross Assets (total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. ', 1,680,935.94 9. Funeral Expenses and AdministraHve Costs (Schedule H) . . . . . . . . . . . . . . . . . . . 9. 87,329.84 10. Debls of Decedent, Mortgage Liabilities and Liens (Schedule I) . . . . . . . . . . . . . . . 10. ' 1,084.38 11. Total Deductfons (total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1L 88,414.22 ' 12. Nst Value of Estste (Llne 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1,592,521.72 13. Charitable and Govemmental BequestslSec 9173 Trusts for whlch an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 0.00 14. Net Value $ubject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. 1,592,521.72 TAX CALCULATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rete, or transfers under Sec. 9116 , ~a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at Iineal rate x.045 1,592,521.72 ~6. ' 71,663.48 ' 17. Amount of Line 14 taxable at sibling rate X.12 1 ~. 18. Amount of Line 14 taxabie at collaterel rate X.15 ~g. 19. TAX DUE ........................................................ .19. 71,663.48 20. FI~L IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 ~ 1505610205 1505610205 J REV-1500 EX (FI) Page 3 DecedenYs Complete Address: File Number BETTYL.THRUSH STREETADDRESS 946 W. OLD YORK ROAD DICKINSON TOWNSHIP CITY STATE 'i ZIP CARLISLE PA I 17015 , Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditglPayments A. Prior Payments 42,500.00 B. Discount 2,236.78 3. Interest 4. If Une 2 is greater than Line 1+ Line 3, enter the d'rfference. This is the OVERPAYMENT. Fill in oval oa Page 2, Line 20 to requeat a refund. 5. I( Line 1+ Line 3 is greater than Line 2, enter the di8erence. This is the TAl( DUE. Total Credits ( A + B ) (2) (5) (~ ) 71,663.48 736.78 (3) 26,926.70 (4) 26,926.70 Make check payable to: REGISTER OF WILLS, AGENT. ~ ~: ~ ~ ¢ ~ ~ i' . ~ t 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 transfened 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 wittrout receiving adequate consideration? ............................................................................................................ .. ^ ~ 3. Did decedent own an "in trust for' or payabie-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 benefidary designation? ................. ..................................................................................................... .. ^ n IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN ~~ _ ~ Fa dates of death on w after July 1,1994, and before Jan.1, 1995, the tax rate imposed on the net value of Vansfers 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 lo or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute dces not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 ot Uansfers from a deceased child 21 years of age or younger at death to or for the use of a natural parenl, 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 decedenYs lineal benefiaaries is 4.5 percent, except as noted in [72 PS. §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. REV-1502 EX+ (11-08) '~ pennsylvania SCHEDULE A DEVAPTMENT Of REVENUE ' REAL ESTATE INHERTTANCE TAX RETURN ItESlDENT DECEDEI~R ESTATE OF FILE NUMBER BETTY L. THRUSH 21-11-1062 All real propeRy owned eolaly or as a tenaM in wmmon must ba reported at fair market value. Fair market value is defined as the price at which property would be exdianged between a willing buyer and a willing seller, neither bein9 compelled to buy or sell, both having reasonabie knowledge of the relevant iacts. Raal property that ts jointly-owned with right ot 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 DA7E NUMBER OFDEATH DESCRIPTION 1~ 101.76 acres Didcinson Twp, Cumberland County with bam, shed and farm house; Land is subject to conseroation (farming) easement; realtor's estimate of fair market value: $624,400 - 5653,700; average of high and low estimates =$639,050 639,050.00 2. 1.68 acre building lot with road frontage, Dickinson Twp, Cumberland County; realtor's estlmffie of fair market value: $64,850 -$67,600; average of high and low values 66,225.00 3. 15 acres undeveloped mountain land Dickinson Twp, Cumberland County; realtor's esamate of fair market value $67,250 -$75,100; average of high and low values 71,175.00 4. 7 acres Penn Twp, Cumberland Cy, with hunting shack, outhouse, no utilities, not perc tested realtor's estimate of fair market value: $54,800 -$65,400; average of high and low values 60,100.00 TOTAL (Also enter on Line 1, Recapitulation.) I~ 836,550.00 If more space is needed, insert additional sheets of the same size. Bettv Thrush Estate Real Estate Memorandum Farm Acreage 08-11-0294-013 Land is subject to conservation (farming) e preferential value, as follows: Land FMV 533,200 C&G House & Barn FMV 322,200 Total assessment value: 875,000 101.76 acres with improvements asement and has Clean and Green 78,700 322.200 400,900 Yorlets estimate of value: $624,400 - $653,700 Lot 6, Walnut Bottom Road 08-11-0294-080 1.68 Acres Plan Book 67, Pg. 48; D.B. 159, Pg. 984 Assessed value: $54,800 Yorlets estimate of value: $64,850 - $67,600 7 acres with cabin, Penn Twp. 31-13-0114-042 7.0 acres D.B. 13T, pg. 4~1 Assessed value: Land: $65,300 Improvements: 11 600 Total assessed: $76,900. Yorlets estimate of value: $54,800 - $65,400 15 acres mountain land, Dickinson Twp. R. Pine Rd. 08-12-0334065 D.B. 25-0, pg. 605 Assessed value: $83,800.00 Clean and Green assessment: $1,400. Yorlets estimate of value: $67,250 - $75,100 FARM 946 West Old York Road Ar1~al~~~s af the comparable propertles su~ests a llst price range of.- $624, 400 to ,~653, 700 , I ' ~ ~ LarryYorlea, CSP, SRES, ABR, GRI, CRS. MCSP, CIAS, ASP O@'xe; 717-591-5555 E~ T759 O~c lCnr 717~91=7273 r; E-rnail.• lartY•Yw~Qmtnc~st.net ; ; Yoicrmti/.•717-591:7759 Mobi/e: 717-5743597 '~ Eath O~ce Lidependendy Owned and Openad. ~ ~ Subject Property Profile for 946 Old York Road The following features have been identified to aid in the seazch for properties that are comparable to yours. This will help in determining proper pricing for your home. City.• Carlisle Acres: 101.76 Acres Bedrooms: 5 HalfBathsr 1 Style: Traditional Farm Hou Construction: Stick Built Heating.• Forced Air & Gravity Fireplaces: Parkng.• Macadam Drive F,xt Feat.• Bank Barn/Addition FxtFeat.• 3 Silos Amenity.• Basement.• Utility Other Room: I~rry lforlets, CSP, SRBS, AB~L, GRI, CRS, MCSP, CIAS, ASP O~ce:717-591-5555 F~a. 775q 09'ice Fsr 717-591-7273 B mai/.' larry.yrorlets@comcast.nct Porcemti/.•717-591-T759 Mobik: 717-5743597 Each Offi« Gidependently Owned and Openud Mvnicipaliry.• Dickinson Township Year Built.• 1850 Fu11 Baths: 4 Abv Grd SF.• 2976 F,arterior. V nyl Heating.• Oil/Coal/Wood Cooling.• Parking. 3 Car Gar/1Car Gar ExtFeat.• Mobile Home FxtFeat.• Outbuildings Amenity.• Basement.• Partial/Concrete Other Room: ~~ ~ n 1.69 ACRE BUILDING LOT Walnut Bottom Road ~ ~ ' ' .~nalysis of the comparable propertles ''~ - su~gests a list prlce ra~ge of ~ $64, 850 to $67, 600 -, " LrrgYorkb, CSP, SRfiS, ABR, GRI, CRS, MCSP, CIAS, ASP O~cr.717-591-5555 fiu.7759 ~ O~ir Faac 717=591-7273 Fi-maiL• lucy.yorkes@ccmcastnet ~~~ Ydeemai/.• 717-591-7759 : Mobik; 717-5743597 ~ Eich Oflic~ Independently Owned and Opentcd. ~, 1~ ACRES MOUNTAIN LAND Dic~Cinson Townshi~ ~ Ar~alyTsr~; of the comparable pro~ertles suggests a list price range of $67,250 to $75,100 . ;~ LarryYorkts, CSP, SRES, ABR, GRI, CRS, MCSP, CIAS, ASP OB'ice:717-591-5555 Eu.7759 p~ce Fa~r 717-591-7273 ~-rnai/.• latry.yeorlets~sc.net Yoi~email•717-591-7759 Mobik: 717-5743597 ~h off~« ~a~~~~y o~a ,na oa~aa. . 6 ~r ~+I ~ ~~ ~ 1 ~ ~~ ~' Bp. I~ ~N ~~ ~~ ~~ ~~ 7 ACRES MOUNTAIN LAND WITH CABIN Penn Township ~~- ~ Analysrs of the comparable properties ~ ~ su~-gests a list price range of $54, 80~ to $65, 400 ~ , IarryYorkta, CSP, SRBS, ABR GRi, CRS, MCSP, CIAS, ASP O~cr:717-591-5555 &u.7759 ap~ce Fa~c 717-591-7273 &~y~. ~y.yaletsQcomastnet Poiaemai/.•T 17-591-7759 Mobik:717-5/43597 Each Office Independently Owned and Operued. REV-1503 EX+ (8-98) scNEOU~E s COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER BETTY L. THRUSH 21-11-1062 IU) pfopBRy jointlY-oWMd with flaht of survivoRhio mux! h~ AisrlnaaA nn fie~~ae c ' -~ _" '" __"'_' .................~Nm~ u~wow u~ mo 5C111~ SIZ@) REV•150~ EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETUfiN RESIDENT DECEDENT SCMEpULE D MORTGAGES & NOTES RECEIVABLE e~~nie ur FlLE NUMBER BETTY L. THRUSH 21-11-1062 All properry ~oiMly-owned wRh rlgM of surviwrahip muat be diedosed on Sdbduk F. ~ ...^_ -r_-- ^~••~~. ~ ~wn aammn~a~ dltltll.l' VI 108 $8fi1B SIZ@) REV-1508 EX+ (13-10) ~ pennsytvania UEPAP7MENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT scNEdu~E E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: BETTY L. THRUSH 21-11-1062 Indude the praeeds of litigation and the date the proceeds were received by the estate. All property joi~rtly ownad with Mght of survivorship must be diselosad on Schedule F. ~M NUMBER DESCRIPTION VAIUE AT DATE OF DEATH 1. M&T BANK CHECKING ACCT N0. 00883166 (NOMINALLY JOINT W/ PREDECEASED HUSBAND) 10,212.54 z, M&T BANK MONEY MARKET ACCT N0. 015004198248138 12,338.56 3, 1979 REDMAN MOBILE HOME, ESTIMATED VALUE (PURCHASED 2 YRS AGO FOR $5,000) 6 000.00 4, MISCELLANEOUS FARM & PERSONAL PROPERTY & VEHICLES: AUCTION PROCEEDS 42,653.00 TOTAL (Also enter on Line 5 Recapitulation) ~ I 71 204.10 If more space ~s needed, use addit~onal sheets of paper of the same size. .. g ~~w.,r.v"""S rt^~ "~ °~` r ~ ^ ` `s'~"~ a -~' r ±4 r~xv "~.~m( i, , ~_ ~ ~.~ t ~~- .~., ~ e~, t a ry q t~,~.'. . z q r r ' »+ ,,,:x~ky ~}~i't P."' r}~ ~ ~` °' x'~,~,¢ . ~ ~~ ~~ y t ~ k +€ "v,y ~g a .,~~rl •~t aqv ~ ,~~ ~~ ~ t'~ .. . . . .. _. . ` ~h,- ci' o x ."'~s , .o ~t..... `... ,~i..., ,.,, art...,. w .~ , ~. , e ~ __._..._.... __._ ..... . ............ _....__ :. ..._._ ........... 5i'A7FJlENT::P~[tIOD RA6~ .': SEP.10-OCT.07,2011 1 OF 5 00 0 04345M I~I Il7 18224 BETTY L THRUSH GLENN S THRUSH 9G6 W OLD YORK RD CARLISLE PA 17013-9619 ,.. „. ,. <~~.~.~cT~~ ~ccau~T sur~~a~r.. : . ACCOIMT ACCOUNT IMTEREST EARNED MATURITY EfOINC TYPE lNIMBER YEAR-TD-DATE DATE 6ALANCE MiT SELECT MITH INTEREST OOOOOOOOOa83166 0.66 10~584.6'1 NlT MAW(ET ADVANTACE 0150041%248136 22.95 12~339.03 TOTAI DEPOSITS 22~923.64 ;; S 8 Y H H M&T SELECT W TM INTEREST t~T '. ' CLENN S THRUS ~«OIMIT N0. 8a3166 STONEHED6E INTEREST EARNEq fOIE STATEMENT PERIOD 0.09 Af`_COIINT RIIMMARV ; „ ,, E , . . . ,::: ;:Pk ;: ;:. 1~h? ~6N5 . .: . ' . .. _ ~SI` ~ ::' ~ AI'IO~NIT N0. N0. Al10lNIT N0. AMDUNT 14 295.78 4 4 :00 0.10 10 5d4.61 ACCf111WT ACTTVTTV E :: ;;> s> : >: _, _ _ >': .. . : x#~N iMES~It~M'f ~(1!1 '.; i: .; A, . , ~ . .t.;if'# k A1iltrtiGliS ; , G. . i . ~Y'kl-CYYfiI~S:': . : Y ; ' L11t~CE: 09-10-11 BBCIlNiINC 6ALANCE i14~295.78 09-12-11 DEPOSIT 500.00 14i795.78 09-13-11 MET-ED SI4L PYlfT OA0000000003839 97.94 14~697.l4 09-14-11 AMERIPRISE FINC RlIP PAYOUT , 1~a62.34 09-14-11 DEPOSiT • 1~500.00 16~060.1s 09-15-11 CNECK INIMBER 3041 2,000.00 ~ 09-15-11 CNECK lIUI~fA 3b42 1,0s7.50 14,992.6a 09-16-11 MET-ED BILL PYMT 000000000003840 21.64 14,971.04 09-19-11 CHECK NINISER 3d43 1e0.00 14.791.04 09-20-~1 CHECK MN18ER 3846 58.50 14,732.54 09-21-11 CHECK lNJI~ER 3647 4~200.00 10,532.54 09-22-11 CHECK tNlII6ER 3844 320.00 10,212.54 09-26-11 DEPOSIT 40.00 10,252.54 09-27-11 CHECK NUI~ER 3845 10.00 10~242.54 10-03-11 AMERIPRISE FINC AUTH PMT 156.03 10,084.51 STATEMENT :PERIflD .; PAGE SEP.10-~T.07,2011 2 OF 5 BETTY L THRUSH GLENN S THRUSH ACCOUNT ACTIVITY ANNUAL PERCENTAGE YIELD EAIMIED = 0.00 % GOULD YOU OR SOMEONE YOU KNOM USE ADDITIONAL RETIRENENT INCOME? t1f~T CAN HELP. MMETHER.IT'S FOR DAY-TO-DAY LIVINC EXPENSES OR t0 EN.lOY A lETTER LIFESTYLE, NqME OMNERS ACE 62'ANp OVER CAN CONVERT A PORT20N OF THEIR HONE EQUITV YltTO CASH NITN AN MiT REVERSE MORTCACE. TO LEARN MDRE CALL 1-883-253-0712, OR VISIT MNYI:MT6REVfRSEMORTGACE.COM FOR CUSTONER SERVICE QIiESTYGNS, PLEASE CALL 1-600-724-2440. L H H T M RKET A A TAGE I_:>r : ?: s~erw s r M ACCW~fi Np, 150041%248138 HICH STREET-CARLISLE INTEREST EARNEb FOR STATEMENT PERI~ 0.47 i ACCf111NT CIIMMAI?V ~~ fi'f R~ ; :: i.PA Ex E J> N0. A1101MT N0. AMOINVT 12•33A.56 0 0.60 0 O.OQ 0.47 12~339.03 _ _. .._ _ , . . .._ . ~,..~ w,..n""R~'p`^~+n;,-.~.twT`wf+'R*. yw?'„r~T.g~n^~wne'"xa"?r7,,c~,~'+rv~.;*~ "R rrYw ~~+~ ~~~~ d~ r ~ a`i; . . . . ,.~ ~ . ''~.. ~~.~~~~. ~ u~ .~ ~,.,%~~E, v~ , .~.iz~a~'.~ ~+,~~u~~~~'"~~"t~s. ~ . ..........__. _...._ .............__._. -~__...,..,..............__...__.. $TATEMENT #~ERIZNf >: 'I RAC~ : i SEP.10-OCT.07,2011 3 OF 5 BETTY L THRUSH GLENN 5 THRUSH ACCOUNT ACTIVITY ,' :,:'~~~~- ~ • '~ ;'- ' • .. AIMNIAL pERCE11TA6E YIELD EARNEB "=' O. W % . HAVE YOU RAISED TNE 6REEN fLAC? . •?EOPLE EVERYMHERE ARE RAISINC THE GREEN FLAC FOR M~T T07AllY FREE CHECKIN6. ~ ND':MINIMUM BALANCE REQUIREMENT i ND MOMTHLY SERVICE CHARCE+~ OPEN YOUR LHECKINC ACCOUNT T~AY! STOP Bl' ANY lRANCN, OPEN ONLINE AT MTd.COM/FREECHECKINC OR CALL 1-a00-724-3222 ~TRANffiACTZON A!O SERVICE FEES, INGLUDLIC INSUfFICIENT fUIOS 11t0 OVERDRAFT FEES, NAY AP~LY TO THIS ACCOUNT. MEI~ER FDIC. FOR CUSTONER SERVICE W~STIONS~ PiEA3E CALL (a00)724-2q40. ` ~^ El1~ OF STATENENT ~~ ~ ~ C. . _ SEI.LERS I~IAME~ ~~ ~ C~~'~.~-^~ a~_, DATE /~r~'~ ~/,~ ADD.1tESS PHONE . OTHER AUCTIONEER 9f, .~ Ci At~CTION DATE/LOCATION ~ CLERK 96 DFxSCRYP`TIOAT OF I1~IER.f;HANDISE _ '-'~~ ~~~~-~b~e ~~ch~;vS,'~~-~s~,~,°eaowa~ }~i~.~t~e~- warQ z~;`~.4w~,;~S,E~,.~k~a ;: . I Commission the Auctionhers to seli the merchand~se to the higfiest bidder hy Public Auction, Ivieichandise " to be sold as is & grouped a~necessary to obtain bids. I certify that I am the owner or authorized.iepresenta- t[ve of the metrhandise; goods andlor properiy and.have good fltle and the right. to setl and that they are free. . from all incumhrances. Z agree to accept all. tesponsibility for providing merchantal~e ~tle and for del~ery of title to the pucchaser. I agree to hold harfNess the Auctioneers against anq claims of the nature =e#ened to in .. . this eem t'tirash fee applied if applicable. . .. ~ AUCTION SIGNATURE 2~ S GN1~ Total.Sales (Clerldng Tfckets Attached) S -'~y" ~-1' < I.ess Saie. Expense: -- ~~ 96 Commission ~1ucHoneer S ~~~•~~ - - 96 Gommission Clerks S - . O'I~IER: , ,. .. Qy~~~ ~i~..~5 ~ ~r. ~~~~ ~~•~Ge .,: ,~~i'~ ~~~~ 5,~f~~~4 C~o~~'i~o"~ ~ k~f~ ~;~c~lc~~K~ c~;,~ REV-i51A EX+ (08-09) pennsylvania DEPAFTMENT OFPEVENUE INHERITANCE TAX RER1Ml RESIDEM DECEDENf SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER BETTY L. THRUSH 2~_~~_~~gZ This schedule must be completed and 81ed if the answer to any of questions 1 throuyh 4 on oaae three of the REV-1500 is ves. ~M NUMBER DESCR1pTI0N OF PROPERTY inawE n~ wu~ aF nff ~ff, n+mi vaana~snm ro oE~oert nwo TIEM7EOF7PAIi~,A7TK}IAOOPYOFiHEp~FORpHilg7p7E DATE Of DEATH VALUEOFASSET % OF DECD'S [NTEREST EXCUISION ~,vxt TAXABLE VALUE 1• AMERIPRISE ACCOUNT 000804901976001 PAYABLE TO fIVE CHILDREN ~N EQUAL SHARES, SEE NAMES AND ADDRESSES LIST @ SCHEDULE J 33,600.88 100 33,600.& 2 AMERIPRISE ACCOUNT 010143775285002 PAYABLE TO FIVE CHILDREN IN EQUAL SHARES, SEE NAMES AND ADDRESSES LIST (a~ SCHEDULE J 2~ y~ ~~ ~ 00 205,980.7' 3 AMERIPRISE ACCOUNT 000804904361800 PAYABLE TO FIVE CHILDREN IN EQUAL SHARES, SEE NAMES AND ADDRESSES LIST @ SCHEDULE J 72,n4.a7 100 72,na.ai 4 AMERIPRISE ACCOUNT 022617817899002 PAYABLE TO 3 GRANDCHIL'N IN EQUAL SHARES, SEE NAMES AND ADDRESSES LIST @ SCHEDULE J q~pq ~g 100 4,104.1; 5 AMERIPRISE ANNUITY CONTRACT N0, 930064361734004 PIO PAYABLE TO FIVE CHILDREN IN EQUAL SHARES, SEE LIST AT SCHEDULE J 170,373.76 100 170,373.76 s AMERIPRISE ANNUITY CONTRACT N0. 930067119162004 PAYABLE TO THREE GRANDCHILDREN IN EQUAL SHARES, SEE LIST AT SCH. J q~ ~sq g0 100 47,164.80 ~ AMERIPRISE ANNUITY CONTRACT N0. 930070993777004 PAYABLE TO FIVE CHILDREN IN EQUAL SHARES, SEE LIST AT SCHEDULE J ~.~.gp 100 26,666.60 8 AMERIPRISE ANNUITY CONTRACT N0. 930078402219004 PAYABLE TO THREE GRANDCHILDREN IN EQUAL SHARES, SEE LIST AT SCH. J gp 5gg sg 100 60,599.68 9 AMERIPRISE ANNUITY CONTRACT N0. 9300800808664004 PAYABLE TO FIVE CHILDREN IN EQUAL SHARES, SEE LIST AT SCHEDULE J 59,370.51 100 59,370.51 ~~ JACKSON NATIONAL LIFE INS CO ANNUITY CONTRACT #1003933942 PAYABLE TO FIVE CHILDREN IN EQUAL SHARES, SEE LIST @ SCH J 69,444.70 100 69,444.70 TOTAL (Also enter on Line 7 Recapitulation) ; I 750 080 30 IF more space is needed, use additional sheets of paper of the same slze. To Scott M Bechtold/Field/AMPF@AMPF cc bcc Subject 10681696 0 001 BETTY L THRUSH'DATE OF DEATH VALUES - PLS DO NOT DELETE Please do not reply to this email. This database does not support incoming mail. Please call the phone # within the letter if you require assistance. Thank you. Life Events Team R~verSource LJte Insurence Company llmeriprlae Finenclal ComP~Y 70100 I4nerlprias Flnendal Center Mlnneapolis, MN 55474 Oc[ober 10, 2011 SCOTT 1vIICHAEL BECHTOLD STE D 30 E ROSEVILLE RD LANCASTER, PA 17601-3865 Dear SCOTT MICHAEL BECHTOLD: 10681696 0 001 ,~~ i r your recent inquiry regarding~~ accounts . Account Information Mutual FY~nds .4ccount Number 010112106017 002 01014377528 5 002 02261781789 9 002 Certi$cetes Account Number 00804901976 6 001 00804904361 8 001 Annuities - Post 1985 Account Number 93006436173 4 004 P/O 93006711916 2 004 93007099377 7 004 93007g40221 9 004 93008008066 4 004 Ownershio Individual Individual - TOD IRA - beneficiary designated Ownershio Individual - TOD Individual - TOD ~ Owne~shin Individual Individual Individual Individual Individual LTC Premium Return Account Numbet Ownership 91004173882 4 004 Individual Mutual Funds Account Number Total Value # of shares 01011210601 7 002 $1$,581.84 2,845.611 01014377528 5 002 $205,980.71 77,381.570 02261781789 9 002 $4,104.19 466385 Cei'~CRteS Account Number Total Value 00804901976 6 001 $33,600.88 00804904361 8 001 $72,774.47 Annuities - Post 1985 Accoum Number Total Value 93006436173 4 004 P!O $17Q,373.76 9300671 1916 2 004 $47,164.80 93007099377 7 004 $26,666.60 930078402219 004 $60,599.68 93008008066 4 004 $59;370.51 Asset Value Per Share $6.53 $2.65 $8.80 The date of death values provided are for estate ta~c purposes and aze not a value to be paid. Accounts may be subject to macket fluctuation as governed by each product. Please note that the values indicated for any Life Insurance product(s) with the insured deceased reflect the gross death benefit at date of death and not the cash value. Values indicated for Life Insurance Products with only the owner deceased reflect the cash value as of the date of death. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values are estimates obtained frdm outside sources believed to be roliable. Ameriprise-Financial provides these values as a service to its clients. Actual values used in prepara6on of tax returns or for planning purposes should be verified by your legal and accoundng advisors. We appreciate the opportunity to be of secvice to you. Please contaet us if you have any questions. Sincerely, Gabriel Angelo C Sernande Death Settlements Processing Team Ameriprise Financial Center ~ Minneapolis, MN 55474 1-800-862-7919, Option 2, ask for Estate Settlements ~ , _ _ We have the following beneficiaries on record for the deceased's accounts. Accounf Nnmber: 00804901976 6 001 Desigoation: . PRIMARY BENEFICIARY LIVING, LAWFUL CHILDREN IN EQUAL SHARES 100.00% IF A CHILD IS DECEASED, HIS OR HER SI-tARE TO BE PAID TO I-IIS OR HER LNING, LAWFUL CHILDREN IN EQUAL SHARES Accoant Namber: 00804904361 8 001 Designation: PItIMARY BENEFICIARY LNING, LAWFUL CHILDREN IN EQLJAL SHt1RES 100.00% IF A CHIT,D IS DECEASED, HI5 OR HER SHARE TO BE PAID TO HIS OR HER LIVING, LAWFUL CHILDREN IN EQUAL SHARES Account Number: 01011210601 7 002 • Designation: Not applicable for this ownership type. Account Number: 01014377528 5 002 Desigaxtion: PRIMARY BENEFICIARY LIVING, LAWFUL CHILDREN IN EQUAL SHARES 100.00% IF A CHILD IS DECEASED, fIIS OR'HER SHARE TO BE PAID TO I-IIS OR HER LNING, LAWFUL CHII,DREN [N EQUAL SHARES Acconnt Number: ~ 02261781789 9 002 Designatton: PItIMARY BENEFICIARY NSTIN LEE SMITH GRANDCHILD I-IEIDI ANN TEIRUSH GRANDCHILD JEREMY LEE THRUSH GRANDCHILD EQUALLY, THE SURVIVORS EQLJALLY, OR TI~ SURVIVOR Accouut Number: 91b04173882 4 004 Designation: No record on file. Account Number: 93006436173 4 004 P/O Designation: PRIMARY BENEFICIARY LIVING, LAWFUL CHILDREN IN EQUAL SHARES 100.00°/a IF A CHILD IS DECEASED, HIS OR HER SHARE TO BE PAID TO HIS OR E~R LIVING, LAWFUL CHII,DREN IN EQUAL SHARES Aceount Number: 930067119i6 2 004 Designation: PRIMARY BENEFICIARY NSTIN LEE SI~IITH GRANDCHII.D I-~IDI ANN THRUSH' GRANDCEIILD JEREMY LEE THRUSH GRANDCHILD EQUALLY, TEIE SURVIVORS EQUALLY, OR TI-IE SURVIVOR Account Number: 93007099377 7 004 1lesignatiou: PRIMARY BENEFICIARY LIVING, LAWFLJL CHILDREN IN EQUAL SHARES 100.00% IF A CI-IILD IS DECEASED, HIS OR HER SHARE TO BE PAID TO HIS OR I-IER LIVING, LAWFUL CHILDREN IN EQUAL SHARES Account Number. 93007840221 9 004 Designation: PRIMARY BENEFICIARY JUSTIN L SMITH GRANDSON , . HEIDI A THRUSH GRANDDAUGHTER JEREMY L THRUSH GRANDSON . EQUALLY, THE SURVIVORS EQUALLY, OR TEIE SURVIVOR Account Number; 93008008066 4 004 Designatbn: PRIMARY BENEFICIARY : LNING, LAWFUL CHILDREN IN EQUAL SHARES 100.00% ~ A CFIILD IS DECEASED, HIS OR HER SHARE TO BE PAID TO HIS OR I-~R LIVING, LAWFUL CHILDREN IN EQUAL SHAT2ES ~ REV-1511 EX+ (10-09) ~ pennsylvania SCHEDULE H ~EPAPiMENTOFqEYENUE FUNERAL EXPENSES AND INNERIiANCETAX0.E7UpN ADMINISTRATIVE COSTS RES[DENT DECEDENT ESTATE OF FILE NUMBER BETTY L. THRUSH 21-11-1062 Dacedent's dabts mus! be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' HOFFMAN ROTH FUNERAL HOME, TRADITIONAL FUNERAL PACKAGE 4,650.00 2. CASKET 2,890.00 3. DEATH CERTIFICATES, OBITUARIES, FLOWERS, HAIRORESSER 1,107.52 4. EASTER SEALS INTERPRETING SERVICE, FIBlO DEAF GRANDCHILDREN 149.65 5. OSIRIS HOLDING OF PA, SCROLL BURIAL MARKER 467.00 e. CLER~Y HONORARIUM ($100) AND DICKINSON PRESBYTERIAN CHURCH LUNCHEON ($400) 500.00 B. ADM[NISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City -- __- _ _ __ _ -- __ State ZIP Year(s) Commission Paid: Z• Attomey Fees: 46,023.00 3. Family Exemption: (If decedent's address is not the same as claimanYs, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: 339.50 5• Accountant Fees: 6. Tax Retum Preparer Fees: ~• PUBLICATION OF ESTATE NOT~CES 262.50 8. KM HOLLOWELL, REPAIRS TO MOBILE HOME, LABOR ($3,095.00) AND MATERIALS ($3,426.91) 6,521.91 9~ OSBORN RENOVATIONS, PAINTING BARN 5,925.00 ~o. KOUGH'S OIL SERVICE, HEATING FUEL 2,980.45 ~ 1. DAN HERSHEY AUCTION SVCE., 20% COMMISSION ON SALE OF PERSONAL PROPERTY 8,530.60 CONTINUATION SHEET TOTAL 6,982.71 TOTAL (Aiso enter on Line 9, Recapitulation) j 87,329.84 If more space Is needed, use additional sheets of paper of the same size SCHEDULE H CONTINUATION SHEET BETTY L. THRUS~1 ESTATE FILE NO. 21-11-1062 12. MET ED, ELECTRIC SERVICE 13. RON MARSH EXCAVATING, REPAIR WATER LINE 14. HOOVER'S, FURNACE SERVICING 15. KM HOLLOWELL, WINDOW REPAIR 16. ROOFING TAR, NEW FAUCET, WATER LINE & MISC. SUPPLIES 17. REPLACE WATER HEATER 18. DK ELECTRIC, REPAIR WIRING AND JUNCTION BOX 19. PROPERTY FIRE & HAZARD INSURANCE 20. TRACTORS & VEHICIES BATTERIES AND GAS PRIOR TO AUCTION 21. COUNTY/LOCAL REAL ESTATE TAXES 22. INTERST/ATE WASTE SERVICE, TRASH SERVICE 23. CENTURYLINK, PHONE SERVICE 24. NATIONWIDE AUTO INS. PREM.,1,189.40, LE55 REFUNDS (599.10) CONTINUATION SHEET TOTAL: 720.89 450.00 175.00 55.00 499.22 290.42 400.00 1,898.00 519.40 1,128.90 89.42 166.16 590.30 6,982.71 REV-1512 EX+ (12-08) pennsylvania UEPARTMENT OF REVENUE INXE0.ITANCE TA% RE7URN RESIDEM DECEDEM SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER BETTY L. THRUSH 2~-~~_~pgZ Report daMs incurred by the deadent prlor W death dwt remained unpaid at the date of daath, fncluding unreimbuned madical ezpenaea. ~ ~~ ~~~v~e space is neeaea, io52R BUORiOtIBI sh2Bt5 Of th0 50ro2 Si2B. . r . REV-1513 EX+ (01-10) ~~ pennsylvania DEFARTMEN70FREVENUE INHER[TAN~ TW( RFTURN RESIDENT DECEDEM SCHEDULE ] BENEFICIARIES - ___.__-_..___- _. ESTATE OF: FILE NUMBER: BETTY L. THRUSH 21-11-1062 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERiY Do Not List Trostee(s) OF ESTATE I TAXABLE DISIRIBUTIONS (Inciude autright spousal dishibutions and trensfers under Sec. 9116 (a) (1.2).J 1• BETSY L. SMITH, 2317 Walnut Bottom Road Carlisle, PA 17015 DAUGHTER 1!5 of RESIDUE 2. FLOYD J. THRUSH, 1200 Centerville Rd Newville, PA 17241 SON 1/5 of RESIDUE 3. JERRY E. THRUSH, 26 Carriage Drive Gordonville, PA 17529 SON 1/5 of RESIDUE 4. MARGY A. THRUSH, 2320 Walnut Bottom Road Ca~lisle, PA 17015 DAUGHTER 1!5 of RESIDUE 5. DEBRA K. ZEIGLER, 2321 Walnut Bottom Road Carlisle, PA 17015 DAUGHTER 1/5 of RESIDUE 6. JUSTIN l. SMITH, 2328 Walnut Bottom Rd. Carlisle, PA 17015 GRANDSON 72,290 7. HEIDI ANN THRUSH, 1905 Laurel Ave. LiMz, PA 17543 GRANDDAUGHTER 137,298 8. JEREMY L. THRUSH, 26 Carriage Drive Gordonville, PA 17529 GRANDSON 137,289 II ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN A80VE ON LINES 15 THROUGH 18 OF REV-I500 COVER SHEET, AS APPROPRtATE. NON-TAXABLE DISTRIBURONS A. SPOUSAL DISTRIBUTIONS UNDER SECTlON 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLEAND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II- ENTER TOTAL NON-7AXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET. I; [f more space is needed, use additional sheets of paper of the same size. ~~~.1?.',a~ ~l~{~cCC~ VeQta'/J~LP/n~ ~ ~~ ~ ~~ I, BETTY L. THRUSH; of Dickinson Township, Cumberland County, Pennsylvania, declare tlus instrument to be my Iast Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. . ' ONE. I direct my Executor to pay all of my debts, funeral and administrafive expenses as ' soon .as . may be done convaniently after :my decease. Furthermore, I direct that all state, ~ inheritance, succession and other death taxes imposed or payable by reason of my death and .• interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this will, shall be paid by the Executor of my estate. TWO. My Executor may, at his discretion, wmpromise claims, borrow money, retain property for such length of time as he may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor. THREE. A. I specifically give, devise, and bequeath the lot with mobile home on the farm or Lot Eight (8) of my subdivision to HEIDI ANN THRUSH and the lot which she dces not select, I give, devise and bequeath to JEREMY LEE THRUSH, provided I have not conveyed these lots prior to my death. B. I specifically give, devise, and bequeath the sum of Thirty-Five Thousand and no/100 ($35,000.00) Dollars to each of my grandchildren, NSTIN LEE SMITH, HEIDI ANN THRUSH and JEREMY LEE THRUSH. FOUR. I give, devise, and bequeath all of my estate of every nature and wherever situate, to my husband, GLENN S. THRUSH, pmvided he survives me by thirty (30) days or . ., ., more. . FPVE. If my husband; GLENN S. THRUSH, has predeceased me or failed to survive me by thirty (3U) days or more, I give, devise, and bequeath all of my estate of every nature and ~ wherever sit~ate.tb'my children, MARGY A. THItUSH, JERRY E. THRUSH, BETSY L. SMITH, FLOY'D J. THRUSH and DEBRA K ZEIGLER, in equal shares, per stirpes. If one of my children has predeceased me, said ctuld's shaze will be distributed equally to the issue of said child. If one of my children has predeceased me without living issue, then said child's share will be distributed equally to my children who survive me. SIX. I appoint my husband, GLENN S. THRUSH, to serve as Executor of this my Last Will. If he has predeceased me, failed to qualify, or ceased to serve as Executor, I appoint my children, MARGY A. THRUSH, JERRY E. THRUSH, BETSY L. SMITH, FLOYD J• THRUSH and DEBRA K ZEIGLER as the CaExecutors in his place. 2 SEVEN. My Executor may, at his discretion, compromise claims, borrow money, retain property for such length of time as he may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he may deem proper; and invest estate property and income without restriction to legal investments. EIGHT. No Fxecutor or Co-Executors acting hereunder shall be required to post bond or enter security in this or any jurisdiction. IN WITI'~ESS WHEREOF, I have hereunto set my hand and seal this ~ day of Apri12007. ~~ " ~ ' ~~a~-~~ (SEAL) . ` _ ; BETTY THRUSH ~ Signed, s~ealed, published and declared by the above named Testatrix, as and for her Last Will .and Testament, in the presence of us, who, at her request and in her presence and in the presencae of each other have subscribed our names as witnesses hereta 3 ACKNOWLEDGMENT AND AFFIDAVIT WE, BETTY L. THRUSH, CHERYL L. CLELAND and TRACI D. SMITH, the testatrix and witnesses respecdvely, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her I.ast Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ! ' BETTY L. T USH ~ -i ~ ! 7 ~ CHER L.CLELAND -, _ ; , TRACI D. SMITH COMMONWEALTH OF PENNSYLVA1vIA . : SS: COUNTY OF CUMBERLAND . Subscribed, sworn to and ackno ledged before me by BETTY L. THRUSH, the testatrix herein, and subscribed and to before me by CHERYL L. CLELAND and TRACI D. SMITH, witnesses, this y of Apri12007. ~u. oF ~wsn.v ~~ ~e a~'a~~ A~-Qonnrldon E~qYrs Sypt 18, ~ ~M116~-. Penn~ylvsn~e Aasodatbo Of NWsrtes