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Home My WebLink About05-22-12J,50561010]~ ~° ~~:.. ra ~-+~., !:'• ~ Ctc=F"rt~[AL tiSE ONLY p~ E ~r,a ' ,; °i rA, ~;ruc >?e^ sylvan?a _. County Cede Year File Number `' ;, r„' ', ~ T'`~' INFtERITAfUCE TAX RETUF~~! ~n r~~1i; u c - , . ~ ~ ~~ ~ ~ ti=.r. ~ .hu ~. ~'A t';1 v ,601 RESIDt~ <t+IT CA ECEC?IEf+JT `- . . :/ i- ENTER GF'CEC?ENT !s~lFCT4'tvtA'fIt')ty t3E!_fjtAr Social Sec~aril/ !~i~,tnii+er vats r>~ Uoat?1 Miv1,~Ji'r'1 r Date of Birth MMDDYYYY ~ ; ~~ f if ~ ~ ~ -y ~~ ~ j f ~ , i ~ ~- . ::. - Deredent sLast Plane Suffix [)ecedent's Fi rst Name MI (IfApplicat;lel Enter Survi~siny Spcrtse's Infrarmation Below Spouse's Last Name Suffix Spouse's Firs t Name MI ~puuse's oci'1 iFC:~±:a~ '..;u.~il~~ FILL IN APFROPRIf1TE O\/AL5 E?ELOttV ,~ 1 C)rgina! R~tum ~~ 4. Limited Estate ?a. suture Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) F, ~ Oecerient Died T, ;ta'.e _: _ 1. Decedent Maintained a Living Trust __ ~ 8. Total Number of Safe Deposit Boxes !Attach (,ony of 4itPi i (Attach Copy of Trust) =:: 9. Litigation Proceed- Re:;ei~:=•d "_'~~% 1Q Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between. 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONQrNT - THIS SE~T!DPa M!.15T BE COMPLETED. ALL GORRESPONt1ENCERND CrJNt=1DENTlAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Num ber, . 7 4 REGI TOF WILL~SE OtyLY ~ , ::; _ fV ~`?b t, fv First line of address f ~- --~ ~ ~^`'' " ~' v ~ r f - ~ ~ Seccnd !ins of address ~ ~ ~., ~~~ • C.. _. City or Post i~ffice State ZIP Code TH15 REZ'URRI MUST BE FILED IN DUPLICATE WITH THE I~E~IST`EI~ OF WILLS ~~:~ 7_ Gupplementaf Return 3. Remainder Return (date of death prior to 12-13-82) DA3"E FILED 7 ; z Correspondent~e-mailaddr>:ss F^~(?`~st~/1~r^ /(~+~,fi (u 1 C~~~~ f, GOYS"( ~ ~ ~ ~ rya I .a e exam , ...1 .h . et lrn, includ n accornparr~ schedules and statements, and to the best of m knowled a and belief, Under pe a.c!es of E,er)ur~, 1e.,.are + g ~ g Y 9 it is true, ~2rreci and camplete. Dec~~arati; r of preparer ether than the personal representative is based on. all information of which preparer has any knowledge. 51' NP.74JRE CF PERS(TtJ RF~FONS Fat E ;!'OR F1LIN , PFTl1RPJ ~ ~~~ DATE ADDPt:SS ~ ss .f1-Y 1~ -- ---~-- - _ ~ ' -y-----_--_ - - -- - - SIGi`Jf+'~~kY C'F ~-r.l t PE?F~o ~, r urn rH' tv REr r~r .BEN Tiv'E DATE .mss--„-.--.:.. _CK: _., .~. _.'~.._ ________._. __--___..__-.___._. ...-.. _.._ PDDRFS ~ 1 ~ `f ( ~ ~ ` u ELEASE !!~E ORiG1AlAL FORM ONLY ~` 14Q.~€~:l:0 i~l]1, $icl~ 9 1505610101 J ~. RFV_ir~00 t=X 1~50.~67~L~[~5 - - Decedent's Social Security Number Dece;tent's. Name: ( U f ~" 2ECAI=lTIJLATICJN 1. Real Estate (Schedule A1 .................................. . ....... .. 1 ( 1 )" J c7 (i' C, • C; c_: 2. Storks and Bonds (Soh .:;uie B) ................................ ... ... 2. • ; „~ CIQCei Held '~.Orpp{ati n y n. , F:ar+nership or Sole-Proprietorship (Schedule C) 3. t . ~ ' ~ , 4 Mortgages and Notes Rece?;able (Schedule D) ... . .................... - .. 4. ` ~ _ f ~ , s 4 ~ ~ ~ ~ - 5. Cash Bank Deposits ?nd i~;lisrellaneous Personal Property (Schedule E).... ... 5. Z `f9 ~ ~- ~ ~c. r.,~ -U r i f ~. _ F.. Jointly Owned Pro,re(ty tSchedule F) ~ Separate Silting Requested .... ... 5- : 7. Inter-Vivos Transfer= ~ A4isr e!laneous Non-Proba±e Property (Sched~!le G) ~,":? Separate Billing Requested.. - .. ... 7. ~ 8. Total Gross Assets rtotai ! ~ ~~s 1 through 7? .......................... .. 8. ~`~ ,~ Z, ~, (_ •, C.% G' ~, ~ - - 9. _._ ~--_.__~T--__.__~_~ _._T. Funeral Expenses and <`,d^~~nst~ative Celts (S^hedule H) ................ _ ... 9. , ,{ 3 ~7 ~ ,S ~ ~ „ G; 10. Debts of Decedent. Mortgaoe Liabilities acid Liens (Schedule i) ....... ... ... 10. ~ ~L 7 t'E' ; s: G i w 11. ............. Total Deductions {total Lines 9 and i0). . ,1. ~j ~ +~; ~Fs1 4~' 1% NPt Vafu~ flf Estate { ~ +~,ri.s Line "1) ....... ................. . .. 12. ~ , .xP_~, `J ~~'S ~ `~- C~ C 1 1p Chartable and Ga:rernr..e t+a! BerauestsiSer 9113 Trusts for which ~ ." ~ 5 ~ t an election to tax has n^t been c-~ade (Scheduh: J) .... ................ ... 13. 1 7~i O ~ ~ c ~ C~ "~ . ~~ z ~ ~ ~ Li , T 1'? V i S b i ' 7 14 ~~ s ((y, ': L ~{ ~ -j G F j .. . .... . ......... ject to _ m nus Net alue u ax (. !.e : , ~, ~ ~ = G TAX CALCUl.A71C1N - SI=E IPISTI?(xvTIQMS FAR APPLICABLE RATES 15. Amount , f Line i 4 taxable a± the- spousal tax rate, or transfers under Sec. ~?~1~, _ _, ;~. -: ... ~. T - 16. Amount of Line 14 taxable ~ , p ~ Y ? ~ at lineal rate X .0 _-- • 16 ` ~ y 17. amount of L.me 1n taxable ,,, ~ -,_ ' .', t( ~ 'S a 2 e_~~ ~ ~ rate X 1=' _ at sib~in 1i }J -..i a,~°s^ ~ ~-, (3 ~^ l ~ C _ ~ g - ~ _ . i ~ ~ i, ~ M cm-.?.~-. '8. Amo(~ni cf 1 me 14 taxehl~ ~ at co!iateral rate X .15 `-~~ t_.+ C• ~ ; ..: ~ ~~, ~ .~ 18 ~ ~ L' ~'~~ i .~ L ~ 19. TAX UUF ...... - ..... ......... ..... .. .. 19 . ~~ ~ , f '~ `~ `v 2p. FlLI. IN THE Oi/A! IF YOt! A.FZE 62Ei~UESTIfi3G A REFUND OF AN OVERPAYMIENT ~ Slt~~ 2 ,~p5~1~~'~.~~1~ 15056],O~,OS ~e~~d~: it's ~~~npl~#~ ,/Adc1r~~.~: file ?asur,±ber 4j Dc.EDENT'S N,4PJ!c _- - - - i; STR~ETADDPESS __ _ _ _ -_ __ t _ ___- - --- - _ - _- 1 _ __ _ _ _ ------ --- - ------- - _ _- --- - ---- - CIT" STATE -- ZIP / ~.SU o ''rte ~ r` # r; ~v i C~ F'i f_.1 !? ~. ' _ ~ ~ 6~/~ ~ y Tai ~a~rrn~nts and Cr~dEt~: ^. Tax Due (Page 2; Line 19) 2. CreditslPayments A. Prior Payments ` x ~%,_ v ~~`~~____- -- -__-_- .~ - B. Discounf ' " ' ;` 3 Interest 4. If Line 7_ is greater than Line 1 + Line 3: en±ar the difference. This is the OVERPAYMENT. Fill in oval on Page 2. Line ?0 to rertuest a refund. 5. If Line ? + Lire :i 's greater thar. Line 2. eater the difference. This is the TAX QUE. Total Credits (A+ B) (2) `t~~ 13(G , ~~ --r (3) (4) G'- ~ 1. ~. fYC~ (5) ~9a~o ..heck pavabie to: REGISTER GE iNfL[_S, AGENT. Pa EASE ANS~IER TFIE: F~O~.~.OYIt1NG QUESTIONS BY PLACING AN °'~°° iN THE APPROPRIATE BLOCKS 1. Did decedent mek.A a t<<",.ster anr!: Yes No a. retain the use or incon~_ .;<thg property' ~ ran..f~rred ......................................................... _._.......................... ^ 0 b re.ta~n the right to ,; siunate '~,ho shalt use the property transferred or its incrme; .. _... ^ ................................. C. rP.`.d'ri 2 reb•ArgC1:a~~f ,.,c°~8si. Or .... ............_...................................._........-...__....-........................................ d. receive tt;e promise t^r Gfe of either payments, benefits or care? ...._.._.... ^ 2. If dea±h oc^urrer! after Dec. "-, !'382, did decedent transfer property within ene year of death without reCeiVing a'1ea:,ate vOngidefation? .............................._............................_..,.............._..-........................ ^ 3. Dir: decedent own an "in tusi for or payable-upon-death bank account or securi±y at hi, cr her death? .............. ^ 4. L'~d deredent own an rn~ii~%.dua! retirement account, annuity or ether pen-probate property, which contains a beneficia,-y rnci•Tlatjpn? .............................._................._................................................................. ^ IF THE ANSV'VEFi TO ANY OF THE ASOirE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after Juiy i, 1994, ar~d before Jan. i, 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 Ja{?. 1, 199'x, t;~~ tax rate imposed on the net value of transfer to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.11 (ii)]. The stabrte 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 stilt applicable even if the surviving spouse is the only beneficiary. For dates of death on or after Juiy 1, 2000: ® ~ he tax rate imposed on the net value or 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(x)(1.2)]. o The tax rate imposed on the net value of transfers to or for the use of the decedent's Linea; beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2] [72 P.S. ~9116(a)(il]. The tax rate im Wised on the net vah,~e cf ±rar!sfers to cr fer the use of the decedent's sibiinas is 12 percent [72 P.S. §9116(x)(1.3)]. Asibling is defined, under Section 91 O2, aS an ~ndlv!dua? ~~YI?U has at !east one parent in common with the decedent, whether by blood or adoption. pennsylvania SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Hale, Mary E. 21-10-0763 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 survivorship must be disclosed on Schedule F. If more space is needed, insert additional sheets of the same size. - OMB Approval No. 2502-0265 ' ~~(~'~' ~' A. Settlement Statement (HUD-1) ~ i(I)ill(~~ .- . .. 0 Conv. Unins. ^ RHS 3 ^ FHA 2 1 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: . . . 11-2212NM 6000721 4. ^ VA 5. ^ Conv.lns. C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown. Items marked "(p.o.c)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. Name 8 Address of Borrower: E. Name & Address of Seller: F. Name & Address of Lender: Joyce A. Flickinger Estate of Mary E. Hale Mortgage America Inc. 1425 Grape Street, Whitehall, PA 18052 G. Property Location: H. Settlement Agent: I. Settlement Date: 03!04/2011 1 Pheasant Street North Mountain Settlement Services, L.P. Disbursement Date: 03/04!2011 Mechanicsburg, PA 17050 1250 North Mountain Road, Harrisburg, PA 17112 38-23-0571-155, Silver Spring Township Telephone 717-364-3140 Fax:717~64-3144 Place of Settlement: TitleExpress 1250 North Mountain Road, Harrisburg, PA 17112 Printed 03/03/2011 at 3:28 pm by DB Gross Amount Due from Borrower 100 400. Gross Amount Due to Seller . 101. Contract sales price 146,800.00 401. Contract sales price 146,800.00 Personal ro ert 102 402. Personal ro ert . 103. Settlement charges to borrower (line 1400) 5,949.79 403. 104 404. . 105 405. . Ad'ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance 106. Cityltown taxes to 406. City/town taxes to 107. County taxes 03!04!2011 to 1213112011 396.64 407. County taxes 03/04!2011 to 12/3112011 396.64 108. Assessments 03104l2011to 06!30/2011 528.70 408. Assessments 03104/2011 to 06130/2011 526.70 109. 409. 110. 410. 111. 411. 112 412. . 120. Gross Amount Due from Borrower 153,675.13 420. Gross Amount Due to Seller 147,725.34 200. Amounts Paid b ar in Behalf of Bdrrower ' SOOT Reductions In Amount Due to Seller 201. Deposit or earnest money 3,000.00 501. Excess deposit (see instructions) 202. Principal amount of new loan(s) 50,000.00 502. Settlement charges to seller (line 1400) 11,075.00 Existin loo s taken sub'ect to 203 503. Exlstin loans taken sub'ect to . 204 504. Pa off of first mort a e loan . 205. 505. Payoff of second mortgage loan 206. 506. 207. 507. 208 508. . 209. 509, Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller 210. Cityllown taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments io 512. Assessments to 213. 513. P14, 514, 215 515. . 216. 516. 217. 517. pig, 518. 219. 519. 220. Total Paid b Ifor Borrower 53,000.00 520. Total Reduction Amount Due Seller 11,075.00 300. Cash at Settlement fromlto Borrower 600. Cash at Settlement tolfrom Seller 301. Gross amount due from borrower (line 120) 153,675.13 601. Gross amount due to seller (line 420) 147,725,34 302. Less amounts paid bylfor borrower (line 220) 53,000.00 602. Less reductions in amount due seller (line 520) 11,075.00 303. Cash ^X From ^ To Borrower 100,675.13 ~~.,,,,, .~~,~~,~~. a~ 603. Cash ^X To ^ from Seller ,ooo ,~a o . a. ,:.oe~o. may ~~ ~o ao .: ~ o.ma ,o,,..~ you ere „o „a~ re 136,650.34 o oom , . n~is io~m, gym.:: a disvieys a wnemry sera oma coovoi ~~m~r. No co~ream~.rry is essureo; m.: a.:~iosure is mandamry, rn~s rs des~gnaa io o~o~,e. ine ve ies w a ~o~em rarea~ o~ w n nrmn nn ~mnn A xenl.mem rmcess. Previous editions are obsolete Page 1 of 4 HUD-1 700. Total Real Estate Broker Fees $ 9,230.00 Paid From Paid From Division of commission Iine700 as follows Borrower's Seller's 701. $8,055.00 to RemaxRealtyProfessionals FUnds aC Funds at 702, $175.00 to Remax Realty Professionals Settlement Settlement 703. Commission paid at settlement 175.00 9,055.00 800. Items Pa able in Connection. with Loan BOt, Our origination charge (Includes Origination Point 0.000°/ or $0.00) $694,00 (from GFE #1) 802. Your credit or charge (points) for the specific interest rate chosen $ (from GFE #2) 803. Your adjusted origination charges (from GFE A) 694.00 804. Appraisal fee to Minnici A ralsal Services $400.00 P.O C. B' (from GFE #3) -50.00 805. Credit report to ACRA netlFinancial Dimensions Inc. (from GFE #3) 54.00 806. Tax service to Mort a e America Ino (from GFE #3) 93.00 807. Flood certification to CoreLo is Flood Services (from GFE #3) 18.00 808. to 900. Items Re wired b Lender to be Paid in Advance 901. Daily interest charges from from 03104(2011 to 0410112011 @ 66.42361day (from GFE #10) 179.86 902 Mortgage Ins. Premium for months to (from GFE #3) 903. Homeowner's insurance for months to Nationwide $38500 P,O.C. B" (from GFE #11) 904. months to from GFE #1 t 1000. Reserves De dsited with Lender 1001. Initial deposit for your escrow account (from GFE #9) 1,235.18 1002. Homeowner's insurance 3 months $ 32.091month $96.27 1003. Mortgage Insurance months $ O.OOlmonth $ 1004. City Properly Tax months $ O.OOlmonth $ 1005. County Property Tax 2 months $ 39.821month $79.64 1006. Assessments 10 months $ 137.90Imonth $1,379.00 1007. Aggregate Adjustment 5-319.73 1100. Title Char es 1101. Title services and lender's title insurance from GFE #4 948.75 1102. Settlement or closing fee to $ 1103. Owner's title insurance from GFE #5 535.00 1104. Lender's title insurance $833.75 1105. Lender's title policy limit $50,000.00 Lender's Policy 1106. Owners title policy limit $146,800.00 Owner's Policy 1107. Agent's portion of the total title insurance premium $1,138.50 1108. Underwriter's portion of the total title insurance premium $230.25 1109. 1200. Government Recordin and Transfer Char es 1201. Government recording charges $ (from GFE #7) 164.00 1202. Deed $62.00 Mort a e $102.00 Release $ 1203. Transfer taxes $ (from GFE #8) 1,468.00 1204. City/County taxlstamps Deed $1,468.00 Mort a e $ 1205. State Taxlstamps Deed $1,468.00 MoR a e $ 1,468.00 1206. Deed S Mort a e $ 1207. $ 1300. Additional Settlement Char es 1301. Required services that you can shop for (from GFE #6) 1302. Home Inspection to $ 1303. to $ 1304. to $ 1305. 2011 County Taxes to Debra B. Wiest 477.60 1306. Final Sewer to Silver S rin Townshi Authorit 74.20 1307. Home Wananty to First American Home 8u ers Protection 435.00 ,,, r r 5,949.79 11,075.00 `Paid outside of closing by (B)orrower, (S)eller, (L)ender, (I)nvestor, Bro(K)er. "Credit by lender shown on page 1. "`Credit by seller shown on page 1. Previous editions are obsolete Page 2 of 4 HUD-1 REV-i5o8 EX+ (ii-io) ~. pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Hale, Mary E. 21-10-0763 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Metro Bank CD #007000172157 80,648.00 2. Metro Bank CD #007700173800 21,065.00 3, Metro Bank CD #007000172320 10,072.00 4. Metro Bank CD #007700173620 26,081.00 5, Metro Bank CD #000000802620 10,313.00 6. Metro Bank Checking Acct. #0808**"'8590 6,330.00 7. Bank of America Acct. #549099602402*`** Credit Balance $6.00 g. Citizens Bank Acct. #6253097416 90,269.00 g. Citizens Bank Checking Acct. #6100610314 1,623.00 10. 1994 Buick Century VIN#3G4AG55M1RS616901 2,400.00 11. Allstate Premium Refund 164.00 12. Collector train set 100.00 13. AAA Refund 39.00 14. Blue Cross Refund 296.00 TOTAL {Also enter on Line 5, Recapitulation) $ 249,486.00 If more space is needed, use additional sheets of paper of the same size. peransyl~a~ai~ _~~,- tJ ~i~ N PE` ~.. c 'FR ,r ~'~N~ SCHEDULE H FUNERAL EXF-ENSES AND ADMINISTRATIVE COSTS ESTATE OF Hale, Mary E. ?.tecedent's debts must be reported on Schedule I. ~iFtl d~ f1t3ER ~ ~~~f'Ff'~J `\P~iUE. ~~lyers Funeral Home (pri,-!aid 2. ~ Myers Funeral Hnme_Nei~~apa 3 Monument F!tgrav!n9 I i B. i ~.~fijniiC?~,=i~f',1r ;~J~TC 1. Fer,cna~ krp ;.~..-uJve Co+r!+'. _3. __ S,rr~,n~ ~~^,I~.. (,It}' Va~rfcl (;n;n m,,c;~,np Faf~i~ -. ~'~,ttOr ey _..~. I?i•^~ ,. i, i+'r 9UL. .' l.~P n .._ .~. 4 f`-u~,ar~ Fe.- 5 Acs.,.-.!a,t ,-- E. Taz Rel.ir;, i,r~pare~ r-- ~. Legal Advertising (Fatrirt-New: a. Expenses Incurred al Sale of E< 9. Expenses t0 ~'s4£?ird.ain Real Est io. Fee (or fi!inq l~ix retum_> FILE NUMBER 21-10-0763 0 ~r -^ure spec- is naered, use additior.ai sheen e` caper of the same side. ~.~.. ---~,_... ,inT~ `r ~ penn~~tva~~~ j ~~lE~l~1~E I ~~, .aT~,~ ~, ~;~ ~~, ~:~.~~ i ~~~r~ of ~~~~n~N~r, ;~~„~~,-~,°.~-~~,;~h,;~.''°,., ~ P~C)~I~~.~AGE LIABILITIES & LIENS pr-ckDP_Pd7 (`FCFI ~Eh !. ESTATE QF Hale, Mary E. FILE NUMBER 21-10-0763 Report debts incurred by the decAdent priar to deattd that remained unpaid at the date of death, including unreimbursed medical expenses. if n„~~o sea~~ !; ne~~.+ed, insert additional sheets of the same size. REV-711 FX+ (0'-1f~) Pennsylvania SCHEDULE cevna~~+,~etai ur~te~;enue- iNHERITANCE TAX R[TURN [3ENEFICIARIES RFSiDEN r UECEDEf~~ ESTATE OF: ^T FILE NUMBER: Hale. Mary_E. ____ _ _ _ ____ 21-10-0763 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRL~SS O~ PERSON! ~; PECENING PROPERTY Do Not List Trustee(s) OF ESTATE I ?AXA3LE D.STRIRUT?Of 5 ~1~Ch~r~ nir,ah su .I a' d ~ !hutions and transfers and°r Se.51161a)II ~1,~ 1. Cathy Jo Tompkins 2 Emily Marie Tomkins 3. Thomas Q. Glenn 4. Patrick H. f~!cClenahen 5. Dorothy H Glenn (1~Q% of remainder) Niece $10,000.00 Niece $10,000.00 Nephew $10.000.00 Nephe~ro $10,000.00 Sister 100% remainder ENTER DCLIAR. AMCUN?S FCr~ D15?R:BU-I'~NS ~HC'~:VN A30VE L`N LZNES li TNRCUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DI~TRIBUTiOfJ~ ---__ -~_-_--- -.--- - A. SGOUSAL DISTRIBUTIONS UNDER SECTION 9I, ; MGR WHICH AN Ei_ECTIGN TO LA'd IS NOT TAKEN: 1 B. CHARITABLE ANG GOVERidf-0U~ITAL DiSTRIBU?IONS: 1. Animal House antl P,lelly's Place H.escue (,subsiiiutetl fer Hwna!~e Society--AG Letter attached) $10,000.00 TOTAL OF PART II - ENTER TO?AL ~iON=r~;X;~.BLF DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ ]f more scare is needed, use additional sheets of paper of the same size. r-- (N'~,~, T .~¢`~*: ~_ _~~, ~ . et... `;OP:A,,?CNV`dE1=,LTH OF PENNSYLVANIA ~)F(--~E_ ~JF ATTORNEY GENERAL LINDA I_. ~:i:::4.4.'r ~"vlaxch 6, 2012 R7TORNEY GFNERP,! Charitable Trusts and Organizations Section 14th Floor, Strawberry Square Harrisburg, PA 17120 Telephone: (717) 783-2853 Facsimile: 717-787-1190 :gin ~~;~~~~r~~,attorneygoneral.gc~ G. Patrick O'Connor, I?sy. 3105 Old Gettyburg road Camp Hill, PA 1 ?O 1 ? 1Z~': >1Zar~- ~:. I-1<aI~ ~stsat~: ~''~mberland CountY- Dear l0~lr. O'C'onnor= This i~-ill aclnc~wledge receipt of your letter and enclosures regarding the above- eaptioned uxiattF~r. I hai~e xes~ie~°e~d the noti~~e~. will and tax information you supplied, and have no objections. HaUing x311 the inlormation 1 need, I will now close my file. Please lie a~lvi~;cd th=zt t.l~e ~l~=cz~-e review was conducted pursuant to the parens patriae role of the oI°fice and has no bearing, c.~n any matter unrelated. to that function. Thank you for your time and attention to this matter. Very truly yours, F .~ Michael T. Foerster Senior Deputy Attorney General _. , s ~.A~'l[' ~~lL~., ~-7ln~l ~'~ES'7C'~,.N~IEN"][' amp n z. ~E7 h1~ ~? ~` I, MARY E. HALF, currently of Silver Spring Township, County off? ~..., 0 ~r Lrj Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, do make, publish and declare :his as and for my last Will and Testament, hereby revoking any and all Wills and Codi~~ils by m~e at any time heretofore made. FIRST: I direct that all my just debts and inheritance taxes be paid by my hereinafter named Executo:° or Executrix as soon after my decease as may conveniently be done. SECOND: I give, ~3evise and bequeath ten thousand dollars ($10,000.00) each to ~: ,a .;~„~~ .~ ,~`~ ~`a CATHY JO TOMPKINS, «f Tyrone, Pennsylvania, to EMILY MARIE TOMPKINS, of Tyrone, Pennsylvania, to ~'HOMAS B. GLENN, of Natick, Massachusettes, and to PATRICK H. McCLENAP:EN, of Harrisburg, Pennsylvania, whomever shall be living at the time of my death. THIRD: I give, de,~ise and bequeath ten thousand dollars ($10,000.00) to the WEST SHORE HUMANE SOCIETY of Cumberland County, Pemisylvaiua. FOURTH: I give all ofthe rest, residue and remainder of my estate to my sister, DOROTHY H. GLENN, of Tyrone, Pennsylvania, FIFTH: In the everrt that my sister, DOROTHY H. GLENN, predeceases me, I give all of the rest, residue rind remainder ofmy estate to be divided equally among the . j, . ~ .j ~~ '.7 ~`~ =~ -; _~ ~, . _ ;_~:; ~.., ~~~ Tj _ S following: the WEST SHORE HUMANE SOCIETY of Cumberland County, Pennsylvania, the SALVATION ARMY of Cumberland County, Pennsylvania, and PATRICK H. McCLENA KEN, if he survives me. SIXTH: I nominate, constitute and appoint my sister, DOROTHY H. GLENN, the Executor of this my last Will and Testament, and direct that she shall not be required to enter security in any jurisdiction in which she may act. In the event that DOROTHY H. GLENN refuses or is w~able to serve as Executor, I nominate, constitute and appoint PATRICK H. McCLENAHEN, the Executor of this my last Will and Testament, and direct that he shall not be required to enter security in any jurisdiction in which he may act. In addition to powers given them by law, my Executor or Executrix, and any successor Executors shall leave the following powers, applicable to all property held by them, effective without coiu-t order any' until actual distribution: {a) To exercise any corporate stock options; {b) To retain any property received by them, including the stock of any corporate fiduciary acting Hereunder; ;,~ ~` w ~ (c) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as the c eem ro er, without liabilit to the urchasers to see to Y p p Y P application of the purchase monies; S`AC'} \'J ss ul ,~ (d) To compromise controversies; ,` (e} To distribute, in cash or kind or both at such valuations as they may fix; {f) To distribute property passing to a minor under this will either to the minor or to any person to told for a minor; (g) To sell arti~;les passing to a minor under this Will if the Executor or Executrix in his or her soli, discretion considers such articles unsuitable for a minor. SIXTH: The term "Executor" wherever used herein shall mean the executors, executor, executrix or adrr~inistrator in office from time to time. 1 direct that for purposes of this will a beneficiary shall be deemed to predecease me unless such beneficiary survives me by more than thirty days. The terms "child'' and "children," as used in this will, include not only the child and children (whether now or hereafter born) of the person designated, but also the legally adopted child and children of such person. The term "issue" includes not only the children and other issue (whether now or hereafter boxn) of bhe person designated, but 31so the legally adopted children and issue of such person. LASTLY: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the masculine and neuter; z.nd the neuter may be read to include the masculine and feminine. IN WITNESS WHEREOF, I, MARY E. HALF, have to this, my Iast Will and Testament, contained on th s page and the foregoing two (2) pages, set my hand and seal, this 13th day of April, 201 C . ;, , t- _1~ JJ,~ r-, MARY HALE ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS I, MARY E. HAL>:;, the testator whose name is signed to the attached or foregoing instrument, having been c u1y qualif ed according to law, do hereby acknowledge that signed and executed the ir. stxument as my Last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. f f/Vrhr , ~.~. MARY E;HALE Sworn to or affirmed and acknowledged before me by MARY E. HALE, the testator, this 13th day of A~~riI, 2010. i :~ ~' NOTARY AFFIDAVIT COMMONWEALTH OF :?ENNSYLVANIA f COUNTY OF CUMBERLAND SS WE, JOAN HAUI=NSTEIN and SARAHANN SHENK, the witnesses whose names are attached to the f ~regoing instrument, being duly qualified according to law, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will .~.nd Testament and that he had signed willingly and that he executed it as his free and ~~oluntary act for the purposes therein expressed, and that each of the witnesses, in the pre:cence and hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge, the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint of undue influence. JOAN HAUENSI~`EIN, WITNESS SARAHANN SHENK, WITNESS Sworn to or affu-me J and acknowledged before me by and SARAHANN SHENK JOAN HAUENSTETN, the witnesses, this 13th day of Apxil, 2010. i NOTARY