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HomeMy WebLinkAbout05-25-12 ~ 1505610140 OFFICIAL USE ONLY 'J REV-1500 ~` t°'-'°' PA Departrnent of Revenue County Code Year File Number Bureau of IndNidusl Taxes INHERITANCE TAX RETURN Po sox 26oeD1 2 1 1 2 0 1 9 9 Hanisbu PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date Of Birth MAADDYYYY 1 7 9 1 2 4 3 4 8 0 1 2 6 2 0 1 2 0 6 2 4 1 9 2 1 Decedent's Last Name Suffix Decedent's First Name MI E N C K S R A R T H U R ~ (N Applicable) Erker Surviving Spouse's IrtformaUon Below Spouse's Last Name Suffer Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI FILL IN APPROPRIATE OVAt~ BELOW ® 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Retum Required death after 12-12-82) ® 8. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Total Number of Safe DeposR Boxes (Attach Copy of WIII) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX NiFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number M A R C U S A M c K N I G H T III 7 1 7 2 4 9 2 3 5 3 First line of address I R W I N 8 Second line of address 6 0 W E S T City Or Post Office C A R L I S L E M c K N I G H T, P C P O M F R E T S T R E E T State ZIP Code REGISTE MILLS USB~ILY ~ -v ~O ~ ~ - -t ` ~ .7 IV ~ Cr vc- ~ -,: . c, ,~ ~ SATE FILED r. `_ j P A 1 7 0 1 3 - ~' .~ ~ T'• ~_. T. r i Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined Mis return, indudinp axompanying schedules and statements, and to the beet of rtry knovAedye and belief, it la true, WrreCl and ~mpbte. Declaration °f D~~ 0t11Bf than the personal representative is based On all information Of which preparer has any knovAedpe. SIGNA'fDRE QF PERSON gE~6fISIB1,~ FOFi FILING RETURN ne _ DATE 0 P G SPRINGS PLEASE USE ORIGINAL FORM ONLY S 3 Side 1 L 1505610140 1505610140 REPRESENTATNE J 1505610240 REV-1500 EX Decedent's Social Security Number OeGedent'sNama: ARTHUR V• ENCK, SR • 1 7 9 1 2 4 3 4 8 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 2, Stocks and Bonds (Schedule B) ...................................... 2. 3. Closely Held Corporation, Partnership or Sob-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedub D) .......................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Biding Requested .... ... 6. 7. Inter-Vivos Trarnsfers & M'~scellaneous N -Probilte ProPprty (Schedule G) ~ 3eperate BRBng Requested .... ... 7. 8. Total Gross Assets. (total Lines 1 through 7) ........................ ... 8. 9. Funeral Expenses and Administrative Costs (Schedub H) ........ . ...... ... 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedub I) .......... ... 10. 11. Total Deductions (total Lines 9 and 10) ..................... . ...... ... 11. 12. PNt Value of Estab (Line 8 minus Line 11) ......................... ... 12. 13. Charitable and Govemmentel BequsatslSec 9113 Trusts for which an ebdion to tax has not been made (Schedule J) ................... ... 13. 1 7 5 0 0 0. D 0 1 5 9 6 1. 8 7 4 0 D. 0 0 1 0 5 8 3 2 3.2 2 1 2 4 9 6 8 5.0 9 3 0 7 3 5. 6 6 5 5 0 3. 2 4 3 6 2 3 8. 9 0 1 2 1 3 4 4 6. 1 9 14. Net Value Subject to Tax (Line 12 minus Line 13) .. ............. ..... .. 14. 1 2 1 3 4 4 6 . 1 9 TAX CALCULATION - INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 tenable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 _ D. D D 15. D, D D 16. Amount of Line 14 taxabb at lineal rate x .045 1 2 1 3 4 4 6. 1 9 16, 5 4 6 0 5. 0 8 17. Amount of Line 14 taxable at sibling rate X .12 O. D D 17. D. D D 18. Amount of Line 14 taxable 0 0 0 at collateral rate X. t 5 . t 8. 0. 0 0 19. TAX DUE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYIAENT 5 4 6 0 5. D 8 Side 2 L 15D561O24D 150561D24D J • Continuation of REV-1500 Inheritance Tax Return Resident Decedent ARTHUR V. ENCK, SR. 21 12 0199 Decedent's Name Page 1 File Number Corretsponderrts Name Daytime Telephone Number M A R C U S A M c K N I G H T I I I 7 1 7 2 4 9 2 3 5 3 First line of address I R W I N & M c K N I GHT P C. Second line of address 6 0 W E S T P O M F R E T S T R E E T City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address: Under penaltles of perjury, I dedere that I have erxamined this return, In~dkg accomperlying sdxsdules and statarreerets, and to the best of my knowledge arx it t bue, corned and . Dedaretlon of preparer other than the personal representative s based on ad information of whidi preparer has am knowledge SIG'N~ATURE OF PERSO RESP/gN31BLE FOR FILING RETURN DATE ADDR ~ / Name Daytime Telephone Number M A R C U S A M c K N I G H T I I I 7 1 7 2 4 9 2 3 5 3 First line of address I R W I N & M c K N I G H T P C. Second line of address 6 0 W E S T P O M F R E T S T R E E T City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address: Under penaltles of perNry, I dedere that I have examined tht return, kx;lexJirg accompanying sdledules and statement, and to the best of my knowledge and bekei, it's true, cared and complete. DederaUon of preparer other than the personal representative s based on all informatan of which praparer has any knowledge. SIGNATURE OF PERSON RESPO SIBLE FOR IUNG RETURN DATE 'Til ir~..~t.LLL ~ S'o?.~ /oZ ADDRESS PO BOX 312 BOILING SPRINGS PA 17007 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 12 0199 DECEDENTS NAME ARTHUR V. ENCK SR. STREET ADDRESS 217 FORGE ROAD CITY BOILING SPRINGS STATE PA ZIP 17007 Tax Payments and Credits: ~ • Tax Due (Page 2, Une 19) 2. CreditslPayments A. Prior Payments 50,000.00 B. Discount 2.730.25 3. Interest 4. If Line 2 is greater than Une 1 +Une 3, enter the difference. Th1s is the OVERPAYMENT. Fm In oval on Page 2, Line IO to roqueet a nNund. (1) 54,605.08 Total Credits (A +B) (2) 52,730.25 (3) (4) 0.00 5. If Line 1 +Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1, 874.83 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : .................................................................... .. ^ b. retain the right to designate who shall use the property transferred w its income : ............................. .. ^ c. retain a reversionary interest; or .............................................................................................. .. ^ d. receive the promise for life of either payments. benefits or care? ..................................................... .. ^ 2. If death occurred otter Deosmber 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ..................................................................................... .. ^ 3. Did decedent own an 'in trust for" orpayable-upon-death bank account or security at his or her death? ....... .. ^ ^X 4. Did decedent own an individual retirement account, annuity a other non-probate property, which contains a beneficiary deslgnation? ................................................................................................ .. ® ^ IF THE AN8tfYER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1,1994, and before Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent p2 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age w younger at death to or for the use of a natural parent, an adoptive parent or a sthpparent of the child is 0 percent p2 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents lineal benefiaaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A silNing 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+ (Ot-10) Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ARTHUR V. ENCK, SR. 21 12 0199 All real property owned solely or a s tenant In common must be reported at talr market value. Fair market value is defined as the price at which prop~ty would be exchanged between a willir>9 buyer and a willing seller, neither being compelled to buy or seq, both having reasonable knowledge of the relevant facts. Rat propMy that le joMtly-ossred wNh right of survhrorahip muM be discbsed on Schedule F. Attach a copy of the settlement sheet ff the properly has been sdd. ITEM Include a copy of the deed showing decedents interest if owned ~ tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 217 FORGE ROAD, BOILING SPRINGS, PENNSYLVANIA 175,000.00 SOLD -SETTLEMENT SHEET ATTACHED TOTAL (Also enter on Line 1, Recapitulation,) ~ S H more space is needed, use additional sheets of paper of the same size. REV-1508 EX+ (11-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8 MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: ARTHUR V. ENCK SR. 21 12 0199 Include the rooeeds of Ytlgefbn er>d the date the pro~e~ were racefred by the estate. AR properly hrtly owned rrltlr right of survlvorsA~ mur# be dkdoad on ScMduk F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PERSONAL PROPERTY -APPRAISAL ATTACHED 4,745.00 2. (SOVEREIGN BANK -CHECKING ACCOUNT #2891032799 3. I SOVEREIGN BANK -MONEY MARKET ACCOUNT #2894076991 TOTAL (Also enter on Line 5, Recapitulation) ~ S H more space b needed, insert additlonal sheet of paper of the same size 3,826.39 7,390.48 REV•1509 E7L+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY t~1A1 t UF: tlLt aalaaytlc: ARTHUR V. ENCK SR. 21 12 0199 tl an asset wes made jointly owned wkhM one year of the decedenPs date of death, K must be reportal on Schaduk G. SURVNING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. TERRANCE M. B. C. JOINTLYAWlIED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FlNANCUIL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FORJOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A. M8~T BANK 800.00 50. 400.00 CHECKING ACCOUNT #9853811843 PO BOX 312 BOILING SPRINGS, PA 17007 TOTAL (Also enter on Line 6, Recapitulafion) ( S 400.00 H nwre space is needed, use additional sheet of paper of tl1e same size. REV-1510 EX+ (OB-09) Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER•VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON•PROBATE PROPERTY RESIDENT DECEDENT ARTHUR V. ENCK, SR. 21 12 0199 This schedule must be completed and flied g the answer to any of questions 1 through 4 on page mree of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY ~NCUIDE7HENAMEOF7FETRANSFEREE,TI1EatRElATIONSFYPTOOEC®ENTANO TkEDATEOFTRANSFERATiACHACOPYOFTHEDE~FORREN.ESTATE DATE OF DEATH VALUE OF ASSET 960FDECD'S INTEREST EXCLUSION pFAanic~aq TAXABLE VALUE 1. WESTERN NATIONAL LIFE INSURANCE COMPANY 187,336.90 100.00 187,336.90 ANNUITY CONTRACT #XV223674 2. WESTERN NATIONAL LIFE INSURANCE COMPANY 161,001.35 100.00 161,001.35 ANNUITY CONTRACT #XP215215 3. WESTERN NATIONAL LIFE INSURANCE COMPANY 107,027.40 100.00 107,027.40 ANNUITY CONTRACT #XV215717 4. WESTERN NATIONAL LIFE INSURANCE COMPANY 86,394.39 100.00 86,394.39 ANNUITY CONTRACT #W222373 5. WESTERN NATIONAL LIFE INSURANCE COMPANY 516,563.18 100.00 516,563.18 ANNUITY CONTRACT #W217409 BENEFICIARIES ON ALL ANNUITIES TERRANCE M. ENCK ARTHUR V. ENCK, JR. GARRY L. ENCK TOTAL (Also enter on Line 7, Recapitulation) I S 1 058 323 22 H mope space Is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ARTHUR V. ENCK, SR. 21 12 0199 Decedent's dells must be roported on SeMduN I, ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. RONAN FUNERAL HOME 2,077.43 2. WESTMINSTER CEMETERY 1,311.00 3. FUNERAL LUNCHEON 252.42 B. ADMINISTRATIVE COSTS: 1. Personal Representative Canmissions: Name(s) of Personal Representatlve(s) Street Address Cily State ZIP Year(s) Commission Paid: p. AtbmeyFees: IRWIN 8 McKNIGHT, P.C. 3, Family F.xemptlon: (If decedenCs addre~ ~ not the same as daimanfs, atl~h ezplenation.) Claimant Street Address Cfty Slate ZIP Relatbnship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 5 Accountant Fees: 6. TaxRetumPrapererFe~: PATRICIAA. ROSENDALE, CPA INCOME TAX RETURN AND FIDUCIARY TAX RETURN 7. REGISTER OF WILLS -FILING FEE 8. CLOSING COSTS ON SALE OF REAL ESTATE 9. DIVERSIFIED APPRAISAL SERVICES -APPRAISAL ON REAL ESTATE 10. SOVEREIGN BANK -DATE OF DEATH VALUATION 11. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 12. LINDEN HALL ANTIQUES -APPRAISAL ON PERSONAL PROPERTY 13. THE SEN EL - ESTAT~IOTICE 14. ........«... ~c~(S (C4sh ~ 2l(Y,p~7 ¢Q - T(~Sh 23,500.00 455.00 455.00 30.00 1,214.03 300.00 20.00 75.00 85.00 210.78 750.00 TOTAL (Also enter on Line 9, Recapitulation) I S ,,. "~ ~~ If rtbre space's needed, use eddiilional shaels of paper of the same size. REV-161 EX+ (12.08) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER ARTHUR V. ENCK, SR. 21 12 0199 Repoli debts incurnd by tha decedent prior to d~fh that remaMad unpaid at the date of loth, including unreNnbuned medical expeneea. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. SOVEREIGN BANK - REIMBURSEMENT OF SOCIAL SECURITY 293.00 2. MET-ED -ELECTRIC 1,019.02 3. WEST SHORE EMS -CARLISLE -AMBULANCE 994,54 4. KEMPER PREFERRED - HOMEOWNERS/AUTOMOBILE INSURANCE 199.00 5. SPRING ROAD FAMILY PRACTICE -MEDICAL 72.36 6. DIRECTV -CABLE 238.03 7. CARLISLE REGIONAL MEDICAL CENTER -MEDICAL 1,156.00 8. NATIONAL REHAB EQUIPMENT, INC. -MEDICAL B7,64 9. ROBERT C. CAIRNS, TAX COLLECTOR -TAXES 156.05 10. SOUTH MIDDLETON TOWNSHIP MUNICIPAL AUTHORITY - WATER/SEWER 129.05 11. SOVEREIGN BANK -REIMBURSEMENT OF PENSION 1,176.10 12. CENTRUYLINK -TELEPHONE 2.45 TOTAL (Also enter on Line 10, Recapitulation) ~ S If more space fs needed, Insert additlonal sheets of the same sine. rcty-t of s r~c+ dui-i of Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES ESTATE OF: FILE NUMBER: A DTLJI ID \/ CAIf`I( CD n~ ~n n~nn c.~ ~c v~aa RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (Irlck~de ouultrrgpM I dishibWons and transfers under Sec.91i6(a (1.2).] 1. ARTHUR V. ENCK, JR. Lineal 404,482.06 217 FORGE ROAD 1/3RD REMAINDER BOILING SPRINGS, PA 17007 2. GARRY L. ENCK Lineal 404,482.06 342 D STREET 1/3RD REMAINDER CARLISLE, PA 17013 3. TERRANCE M. ENCK Lineal 404,482.07 PO BOX 312 1/3RD REMAINDER BOILING SPRINGS, PA 17007 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. s n more space Is neeaeD, use aoanwnal sneers or paper or the same size. r:u~u.e5u)w7AFi1.8~WII.IS~B9Z9-H.N'H. I, ARTHUR V. ENCK, SR, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid to the extent possible from those assets held or passing under ITEM FOUR hereof as soon as practicable after my decease and as part of the administration of my estate. I give all of my personal and household effects, automobiles, boats and collections, if any, and any instuance policies thereon, unto my wife, MARGARET K ENCI{, if my wife survives me by thirty (30) days, otherwise to my children who so survive me to be divided equally among them as they agree. My Executrix shall sell any property as to which there is no such agreement within sixty (60) days after the admission of this Last Will and Testament to probate and shall add the proceeds to the residue of my estate. If my said wife, MARGARET K ENCK, survives me, in order to obtain the portion of the marital deduction allowed in my estate by the Federal tax laws that will eliminate all Federal estate taxes payable as a result of my death, my Executor shall divide my residuary estate into two portions known as the "Marital Fund" and the "Credit Trust." The Marital Fund, which shall not be reduced by any taxes payable by reason of my death, shall be that fractional proportion of the entire residuary estate detemuned as follows: The numerator of such fractional proportion of my residuary estate shall be the smallest amount which, if allowed as a marital deduction, would result in the least possible Federal estate tax being payable as a result of my death, after allowing for the unified credit against Federal estate tax and all available credits and deductions claimed. The numerator shall be reduced by the value of any r A.V.E. Page 1 of 8 Pages other property which passes to my said wife, MARGARET K. ENCK, which qualifies for the marital deduction and reduced by that amount, if any, which, whar added to my taxable estate, will result m Federal estate tax no larger than the credit for State death taxes allowed in my estate without increasing any State death taxes payable as a result of my death. The darominator of this fraction shall be the value of the entire residuary estate. Values assigned to the property for the purposes of this computation shall be those values finally determined for Federal estate tax purposes. The Marital Fund shall be distributed outright to my wife, MARGARET K. ENCK, as soon as practicable after my death. The Credit Trust shall be held and managed by my Trustee(s) in accordance with ITEM FOUR of this my Last Will and Testamart. My Executrix shall have the power to distribute assets in cash or in kind to the Marital Fund and to the Credit Trust and to select specific property to be distributed to the Marital Fund or the Credit Trust without regard to the income tax basis on such property. In making these allocations, my Executrix shall use the value of the assets as of the date or dates of distribution so that each distribution shares proportionately in the appreciation or depreciation of assets between the date of my death and the date or dates for distribution. However, no allocation of assets shall be made to the Marital Fund which does not qualify for the marital deduction. To the extent that other assets which qualify for the marital deduction are available, there shall not be allocated to the Marital Fund (a) assets with respect to which an estate tax credit for foreign taxes paid is allowable or (b) any payments under an employees trust or retiremart annuity contract of the type described in Section 2039(c) of the Internal Revenue Code or subsequent provisions of similar import or (c) United States Treasury Bonds that are eligible for redemption at par value in payment of the Federal estate tax. In computing the marital deduction all generation-skipping transfers for which I am the "deemed transferor" shall be disregarded. If I am not survived by my said wife, MARGARET K. ENCK, I give, devise and bequeath all of the rest, residue and remainder of my estate, both real and personal property, unto my Trustees to be held or distributed by such Trustees under ITEM FOUR (c) through (f) hereof. A.V. . Page 2 of 8 Pages If my said wife, MARGARET K. ENCK, survives me and disclaims any portion of the Marital Fund, such portion shall be added to the Credit Trust, If my said wife, MARGARET K. ENCK, and I die simultaneously, or under circumstances which render it difficult to determine who died first, my said wife shall be deemed to have survived me for all purposes of this my Last Will and Testament. My Trustee(s) shall hold the assets received under ITEM THREE hereof, if any, for the following purposes: a. To paythe netincome, at least quarter-annually, to mywife, MARGARET K. ENCK, for life. In addition, the Trustee(s), in their sole discretion, may invade the principal of the mist to provide for the proper and adequate support of my said wife, MARGARET K. ENCK. b. The Trustee(s) shall pay to my said wife, MARGARET K. ENCK, amorally, such sum from the principal of the trust as my wife may request in writing, provided, however, that said sum may not exceed the greater of Five Thousand Dollars ($5,000.00) or five percent (5%) of the aggregate value, at the time of said request, of the principal of the trust hereunder. c. Upon the death ofmy said wife, MARGARET K. ENCK, my Trustees shall distribute the principal of the trust to my sons, ARTHUR V. ENCK, JR., GARRY L. ENCK and TERRANCE M. ENCK, in equal shares, absolutely. d. In the event that any of my said sons shall fail to survive my wife and me, but shall leave a spouse surviving, then such deceased son's share shall be held by my Trustees and the Trustees shall pay the net income therefrom, at least quarter-annually, to the surviving spouse of such deceased son for life. e. Upon the death of such surviving spouse of such deceased son, or in the event such deceased son had no spouse at the time of his death, the net income of such trust shall be used for the support, maintenance and education of the issue of such deceased son. My Trustees shall use as much of the principal as it shall deem desirable for said purposes. My Trustees shall distribute absolutely the principal of such share of such deceased son to the issue of such deceased son per A- Page 3 of 8 Pages stitpes as each shall attain the age oftwenty-one (21) years. In the event that such deceased son shall not leave issue surviving, then such deceased sons share shall be added to the shares of my other sons as if originally a part thereof. f. Notwithstanding any other provisions to the contrary, in no event shall any share be distributed to any beneficiary later than twenty (20) years after the later of the death of my wife or me or the surviving spouse of any deceased sons. POWERS OF EXF.('.T 1T~TX TTi) TRi iCTF?F In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executrix and Trustee and their successors, shall have the following discretionary powers applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution: a. To retain any Property of any nature received by them for whatever period they shall deem advisable; b. To invest and reinvest all or any part of said property in such stocks, bonds, common trust funds, securities, accounts, certificates of deposit (including, but not limited to, stocks, bonds, common trust funds, securities, accounts or certificates of deposit of the Trustee) or other property, real or personal, as in their discretion they shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; c. To sell, transfer, exchange or otherwise dispose of, any part of said property, for cash or on terms, publicly or privately, or to lease, even for a teen exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; d. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of any trust hereunder; e. To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; A.V. . Page 4 of 8 Pages f. To assume continuance ofthe status ofanybeneficiary withregard to death, mamage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursemcnts made on such assumption; g. To pay from the trust, or the income therefrom, all debts or claims against my estate, or any taxes or similar charges on my estate; h. To make any distributiott hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and my Trustee(s), in their absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; i. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; j. To invest in endowment, insurance or annuity policies on the lives of beneficiaries of any trust hereunder; k. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; 1. To compromise claims; m. To continue for whatever period of time as they shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I could have done lied I been living; n. To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; o. In the event that any amounts are payable hereunder or under any trust created A.V. . Page 5 of 8 Pages hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated incapacitated, but who, by reason of illness or mental or physical disability is, in the opinion of fiduciary(ies) hereunder, unable to properly administer such amounts, such amounts may be paid by the fiduciary(ies) hereunder in his, her or their sole discretion in any of tbe following ways as he, she or they may deem best: (1) Directly to such beneficiary; (2) To a legally appointed guardian of such beneficiary for the benefit of such beneficiary; (3) To a person having custody of such beneficiary for the benefit of such beneficiary; (4) By the fiduciary(ies) hereunder using such amounts directly to the benefit of such beneficiary. p. To employ agents, attorneys and proxies and to delegate to them such power as my personal representative(s) and Trustee(s) consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; to retain the services of Diversified Appraisal Services or such other firm of which Larry Foote is a principal for the conduct of any real estate appraisals; q. To conduct an inventory of any safe deposit box necessary to the administration of my estate. r. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of my Estate. All income or principal held for the use and benefit of the beneficiaries of any trust hereunder shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my Trustee(s), be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations under process of law. A Page 6 of 8 Pages I nominate, constitute and appoint my wife, MARGARET K. ENCK, as Executrix of my estate. In the event that my said wife predecease me or fail to act or continue to act as Executrix, then I appoint my sons, ARTHUR V. ENCK, 7R., GARRY L. ENCK aad TERRANCE M. ENCK, or the survivor(s) of them, as Executors of my estate. I nominate, constitute and appoint my wife, MARGARET K. ENCK, Tnistee of any trust created hereunder. In the event that my said wife shall precedease me or fail to act or continue to act as Trustee, then I appoint my said sons, ARTHUR V. ENCK, JR., GARRY L. ENCK and TERRANCE M. ENCK, or the survivor(s) of them, as Trustees of any trust created hereunder. I direct that neither my Executtix(ors) nor my Trustee(s) shall be required to file any bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. IN WITNESS WHEREOF I have hereunto set my hand and seal this ~~ ~~199~. daY of ~~ ~4 IL_~,ef[~,.,5'-~ (SEAL) Arthur V. Enck, Sr. SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our' names as witnesses thereto, in the presence of the said Testator and of each other. ~~k~. ~~ Page 7 of 8 Pages COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . SS. I, Arthur V. Enck, Sr., Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signal and executed the inshument as my Last Will; that I signed it willingly; and that I signed it as my flee and voluntary act for the purposes therein expressed. ~~(~ab~~~-~1~t•~ja- Arthur V. Enck, Sr. Swom or affirmed to and acknowledged before me by Arthur V. Enck, Sr., the Testator, this p1y~ day of ~~'D~il' ,199 Notary Public COMMONWEALTH OF PENNSYLVANIA ) ogee Pu~c SS. Ca~eN eoo~„d c~v COUNTY OF CUMBERLAND ) My C0A1"'~0" ~ ~• X01 PennayNaroa Aaaocgmon of Notaries the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Arthur V. Enck, Sr., the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his flee and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. -~._ Address r"",,,_J, ~~,.~ l-1-.~ 1, ~,.,~,,,.f- ~.~a:sr~~~~+ ~~n~3 A ss a cam. P.~ / boo Swom or affirmed to and subscribed before me tlusC?~'~ day of ~ ~~ ,1997 minty INy ConriYaalon~~ 2~8, 2001 J ~„A _ Notary Public ~'~'~'~"'~""~ "~'"Xtlfgage 8 of 8 Pages OMB Approval No. 2502-0285 A. Settlement Statement (HUD-1) 1. ^ FHA 2. ^ RHS 3. ~ Conv. Unina. 8. File Number: 7. Loan Number. 8. Mortgage Imurerrca Case mbar: ENCKJ5.12 72430 4. ~ VA 5. ~ Corn. ins. C. Nola: Thls foes h furnblrad to pNe you a ~nreM of spud eNtlsmeM coeb. Amounts paid to arM br the smament apsnb srs shown. Ibms msdred "W.o.W" wsro paid oubwN the cbairrp; May aro shown here for irriorrrretbnel purpose snd are rat indrMW b Ma bfak. 0. Name 6 Address of Borrower: E. Name & Address of Seller. F. Name 8 Address of Lander. JAI R. ENCK ARTHUR V. ENCK CORNERSTONE FEDERAL CREDIT FORGE ROAD, BOILING SPRIGS, PA 17007 307 FORGE ROAD, BOIUNG SPRINGS, PA 17007 UNION P. 0. BOX 1181, CARLISLE, PA 17013 G. Property LocadorC H. Settlement Agent: I. SetllamaM Dab: 0511812012 307 FORGE ROAD 18M REAL ESTATE SERVICES, LLC Disbursement Date: 0511812012 Boiling Spdngs, PA 17007 y~ pqM~ prdeaebnal B~ 80 Wei P~~ ~, Soudt Middbton Towmhip Crlide, PA 17013 Telephone: 717-?A9.2353 Fac: 717-2498354 Plec:e Of 5ettlenrent: TideEr~ress War Pomlrel Prokadonal Bldg, 60 West Pomfret Street, Printed 05/182012 at 1 t05 am Crlisle PA 17013 try JMR allrert as ee p oe 1. ntracl se ee p 102 Pereanel ro e 402, Paremd 103. Setllerrterit dmigee b haroser (Ilne 140tH 5,814.57 403. 104. 404. 105. 405. br Mrs serer hi adrsas for ire seller in adesrae 108. plynown tees b 406. ClryAoem trees b - 107. CouMytawee 05/18/1M2b12I41/1012 255.83 407. CouMytaxea O6M6120121012/~1/1012 255.63 108. Sdad Taxes 05/1812092 b OB/d011012 191,37 408. School Tana 05/182012 b 08/d012012 191.37 109. 4pg, 110. 410. 111. 411. 112. 412. 120. llresAlrrrtDSOemiorrosrr 1.. 191,291.5! 420. GrosAtsuntGwbrerer 175,441.09 1. Of aamMt nlala7 y Y.°! r ; t 1. depoed Sae ~ 202. Pdnc~el amoud aF rrew brr(s 135,000.00 502 Seltlrnrit dreryea b ae0er (one 1400) 1,214.03 203. s taken ~ b 503. a tsken eu b 2oa. soa. a9m bee 205. 5~. dsacarrd loan 206. 508. 207. EgtYlyaharedtatlrer 40,000.00 507. Equilyaharedfa0rer 40,000.00 208. 508. 209. 509. torrew eery toriesrs se0er trees b rasa b 211. County rexes b 511. County tree b 212. Scholl Taxes b 512. Shcod Tram b 213. 513. 214. 574. 215. 515. 218. 516. 217. 517. 218. 518. 219• 519. 3 ZaO. TaW PsW ronorMr 01. Cxos amount due from hanoaer (Os 1 ) 175,009.00 181,261.57 920. ToW RbYetlon Amork Dw Serer 001, Gross small due b seller (0s 420) 41,714A3 175,447.00 3 02 Less anarrnb paid byllor bonoaer (9re 220) 175,000.00 80'1. less redxlbps in amount due eeHx (one 5~ 41,214.03 7 YY 0& Caelr ®Fran ^ ToBorrosisr YgI{YiY^ •Y,IIYer-rldefYYW,1."M!. WmillYYY64.- 0,281.87 ukgYeFMY.Y,~C~bn. T iYY 007. Csh ©To ~ FrorSNNr l~tlwitlbawtl.WeY!-Y.RIY~m.,.,,,...w~ ,~.~....- 134,252.97 Previous ns are o ere Page 1 4 HU61 '740.1U _ ~Ff ~ ~ ~ :t: r N' t~4 1 Y'^ ) ~ :. ~F . , '. .. , ~ " r(~61~i 17 y1 ~ ` t r ~i"Pn.:.:. . ., ,,., ,. "vl < Y ~ M ~. ~ W ,~'~e *~ .~h .. ~ '~ ~ 7 1. 511611 702. ,00 to ~r n ~; r ~ 9F ~" ' 7 Canmisaim peld at satllemerd .i Y,~ Es% 1 y80+~3 . , .::, .. • r:r 801 O . a ( err i1,B10. from A!1) ( Your redit a charge (poNds) for the Mtereat rate chosen 714.15 from G 803. Youra~uaMdOdglne8ontdrarges ( A) 1,095.dri ' ~~~ to CORNERSTONE FEDERAL CREDIT UNION ( FE l3) 350. ~' ~t b CORNERSTONE FEDERAL CREDR UNION ( FE ) Tax service to CORNERSTONE FEDERAL CREDIT UNION (from GFE ) &5.00 807. Food b CORNERSTONE FEDERAL CREDIT UNION (fran G E 19 ME to CORNERSTOI~ FEDERAL CREDIT UNION (from 43) 7.00 WIRE FEE to 810. NUMBER to (from GFE 1p) . . . .. ;; Nbrett olrarges eo 1 12 Q 15 (iron GFE #10) 240.00 902. inaurarx;e m montlrs ro flan GFE iKi 903. Fbnreowrrera Nraurax;e for to (from GFE A11) ~' rtionUrs ~ from GFE 1''11 1001.Intllaldeposgfayareaaowaaaurd (framGFE;tlB) 1,308.71 1002. Homeowrrera Insurance 4 montlre 5 53.17hrgnth 5212.88 to CORNERSTONE FEDERAL C 1003. ineurarrce months 5 /rtnntlr 1004. taxes montlre S hrronM 1005. County taxes S nronthe 5 33.9Wmonlh 51.50 to CORNERSTONE FEDERAL C 1006. School 13 nrontlra 5 126.89hrranlh 51,849.57 to CORNERSTONE FEDERAL 1~•'~~ Ad)us6nent 5'723.04 to CORNERSTONE FEDERAL ... si^r ~~ , 1101. services and lenders the kreaerrce iron GFE ar4 1 .38 1102. SetllemeMaGoeingtee b 5 1103. Owners title hreurance from GFE;y6 180.00 1104. Lerdera the iraaarrce 51,155.38 1105. Lenders the policy Iirtdt 5195,000.00 Lertdare Pdicy 1108. Owners title policy Nn1t 5175,OOD.00 Owrors FbOcy 1 107. Agents partlorr of the Oolal title insurance premNxn 51,071.32 1 108. Untlerwdters portlon of the toMl title Nreaarrce promium $284.08 1 109. ;,: •. k ., ~. 1 201. Gmremmem recanting charges 5 (~ GFE 57) 146.00 1 202. DBad 562.00 584.OD Release 5 t0 Recoder d Deeds 1 203. Trarr~xtaxes S (fromGFE48) 1,165.50 1 204. CBy/Counly taxhtarrrpa Deed 51185.50 S b Reaxder of Daeda 1 205. State Tax/stampa Deed 51 185.50 5 to Recorder d Deeds 1,165.50 1 206. Deed 5 Rdeaee to .. tllg~CBfl ( 1 302. to 1 303. to 1 304. 11nai wldawr # eoa145 ~ ~, 5 ~. 1 305. to ... _,_..,_ , ._ _. ._. .. 5,!14.57 ,214.03 a^, ww^+~ ~ ~~y ~7 wn~r~, w1~. 0.1~~ Ppneara, wgrcler. •tirern oY krmer sham an page 1. "'Credit by setbr shown on page 1. Previous itlons are ate age NU61 E135,000.00 30. yetis 4.0000% EBM.52 fndudes © Pdndpal n Fast I__I Insararrce ^X No. ^ Yes, it car doe b a m®dmum d %. The flrt Charge vA8 be on I 1 and nn tharrpe again every years albr I I ,Every dretrge dale, your Nrtereet rata can irraeeee a decx~se by %. Over the Itte d the ban, your (nbreat reb ie guaranked b r be burr Than % ar hpher tlatrr %. LXJNo. VYes,ttcanrbebanrasNnrmdt QX Na ^ Yee, the fast hraease can ha an 1 I acid the monthly amount awed can dee b E The maMrtrum tt can ever dee b b E No. U Yea, Your maslmum prepayment penalty Is E Ma I__I Yes, You have a balloon paymed dE due in years an / I L,J You do not have a monlfdy aevow Payment far iBertra, such as properly fawn and homeowners ineurxrce. You moat pay tlreee items dredly youreett. ^X Yau have an add(tlaral matthly escrow paymed d E tltet reeulls in a blal Mrttiel monthly amorud awed d E TMa indudea pdndpat any mortgage Insurance and any ibrtrs drecked below: QX ikoPertY taws ^X tlomeoamers bsuranoe Food insumce rocs it you nave ply gtresaons about me Settlement Charges arxi Loan Terms listed on this form, please contact your lender, Prevbus edigons are obso ate Page HUD-i 1,810.00 1,810. 714.15 -7 .15 1,095.85 1,7 1,186. HUD CERTIFlCATION OF BUYER AND SELLER I have arotu0y reviewed the HUa1 Sebbmerrt StabrtbM and ro tha bast of my midge and basef, tt is a true and axurete arotement of all receipts and dbburaernents made on my account ar by me in this traraarAlon I Ntthar certlfy that I have mcsived a copy at the HUdt Sattlmisrd Sutenrnt JAI R. ENCK ~ ' ARTHUR V. ENCK ~C.• ur V. Enck, Jr, Co~xealEor C~dl ~ ~i%~'~ Geny~L E~q , cewta - / Tha Ag1618stllxrreM 81aMrrwra vrlddt I have pnparad k a tnr and aaaeale axourd o/thk tranaac0on. I Irve paced avrN cause the Mtds ro be dbbursed M aoeadanoe wkh this ataAemsnt as lC ~~ DATE / WARNING: R IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNRED STATES ON Tfa3 OR ANY SIMILAR FORAM PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 1B: U.S. CODE SECTION 1001 AND SECTION 7070. ous editions are Page 4 0 4 HU 1 Name of Bamwer: Name of SeNer: Flle Number: Prepared 05J18fT012 a< 11:05 an Nob: This paps displays an itsrrrtratlon M Mre usdib shown in sactiorr YOg of Urs HU61 8slNsrrNnt Sbtsmsnt. Thh page psniss but b not a part of the HUat Sstlbmsnt Sbbmwrt. N a discrepancy exist, the IrrMrmatlon on Mrs HUD1 Settlement ~~ Credlb Crbk Name d Borrower: JAI R. ENCK Noma d Seller; ARTHUR V. ENCK FNe Number. ENCKJ5.12 Prepared 0511812012 at 11:05 ~n Notr. This pegs dNpbys an tbemiratlon of the adjwbd orlgirMion ehargea shorm In ssctbn SDg of the HUD~t 8slttsmsM Sbternen pWs ~~k not a paR of the HUD~18s1tlemsrk SLbmanR N s discrepancy exiwb, lM infamatlon on the HUa1 Yoar !.Dare ~~ Sdb 1, dmrpe 0. a b CORNERSTOt1E FEDERAL CRS 1 802. Yax oed0 a diaipe (pokib) for Die apec8lc YdBrbt role drnen ~ toCOt~IERSTpdEFEDERALCRi -7 .15 803. YauradSrMedadplndlanchsgee 1,085.85 0.00 rb d Barower: Name of Seller: F8e Number. R. ENCK ARTHUR V. ENCK ENCKJS-12 Prevbus edltlons are obso etc Poge 1 1 HUD-1 1 a D L R LINDEN HALL. ANTK3UE3 211 N. OLD STONE HOUSE ROAD CARLISLE, PA 1701ti 717 249-1978 To: AAarars A. McKnight III, Esquire 80 West Pomirot Stroet Carlisle, PA 17013 From: WMarn G. Rowe, Appraiser 211 N. Okt Stone House Road Carlisle, PA 17015 Re: Personal PropsAy Appraisal Arthur V. Enck Sr. Estate 307 Forge Drive BoiNng Springs, PA 17007 Date: February 9, 2012 LMN~i ROOM -DINING ROOM Sofa i chair $30.00 Drop-leaf table $30.00 Oslo chair $20.00 Lamps $20.00 Krick knacks $25.00 Frames /pictures $5.00 Recliner $30.00 Desk 525.00 Stand 55.00 Potty chair $25.00 Hospital t-ed - rw vak-e $0.00 Chest 520.00 Mirror 510.00 T.V. 510.00 Stand $10.00 Lamps $5.00 Krick krradcs $15.00 Recliner $25.00 Table /chairs 545.00 Milk can 55.00 Hat reds $10.00 ~~~ Pots /pans /dishes 535.00 Miscellaneous household 520.00 Antique dishes $25.00 Small appN~rces 55.00 Washer/dryer 540.00 Cart $10.00 Hall free $10.00 Closet items $10.00 STORAGE R0011 Chest of drawers (3) 585.00 Washstand $60.OC Endc Appraisal 1 02/09/2012 J D d 3~ N Cedar chest Household Stand Lamps Knidc knacks Bedroom set HaN tree Sack d~est Stand t J SS.oO $30.00 $10.00 $5.00 $5.00 $15.00 $,50.00 das.oo $10.00 $10.00 Bedroan set T.V. - no value Stands Chair Lamps Houaeholl YVldcer set Bookcase - no value Sink - no value Shovels Tools Metal wardrobe Housewares Ladder BASEMENT Country coNecNbles Radio Housewares Tools Fans Chest of drawers Cabinet Lamps Desk Bed Pool table - es is Mirror Miscel~neous household Jewelry kit 2000 Ford Exploror - 102,000 miles, fair condition $85.00 $0.00 $0.00 $10.00 $10.00 $5.00 $10.00 $5.00 $65.00 $10.00 $15.00 $10.00 $10.00 $50.00 $20.00 $10.00 $15.00 $45.00 $85.00 $30.00 $20.00 $15.00 $3,000.00 TOTAL $4,745.00 ~~~ ~ WiNiam G. Rase $'L50.00 $0.00 $20.00 $10.00 $10.00 $15.00 Endc Appraisal Z 732109/2012 1 ~ 1 l1 4l ~ ~ ~ l~ Al ~~ h Court Ordered Processing \ Decedents - MAl-MB3-02-10 - P. 0. Box 841005 -Boston, MA 02284 February 24, 2012 Law Offices Irwin 8~ McKnight, P.C. 60 W. Pomfret St. Carlisle, PA 17013-3222 bra} ~~~n~g~ ,~ ~., w !$ l1 1 ;iii,' ?rcwrru k ~~~curc~?T A~~ OfflCec RE: Estate of Arthur V. Enck Sr Date of Death: January 26, 2012 Dear Mr. McKnight: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. There was no safe deposit box on file. Please feel free to contact me if I can be of any further assistance. Very truly yours, Linda Spavento Team Leader 617-514-5189 Sovereign Bank ESTATE OF Arthur V Enck SOCIAL SECURITY #: 179-12-4348 DATE OF DEATH: January 26, 2012 Account #: 2891032799 Type: Checking Open date: 7/27!1990 In the name of: Arthur V Enck or Margaret K Enck (Terrence M or Garry or Arthur Enck POA) Date of Death Balance: $3,826.39 Int.(YTD) from 1/1/2012 to 1/26/2012 $0.00 Accrued interest to date of death: $0.03 Otherlnfo: Account #: 2894076991 .Type: Money Market Open date: 7/17/2007 In the name of: Arthur V Enck (Terrance M or Garry L or Arthur V Enck Jr POA) Date of Death Balance: $7,390.48 Int.(YTD) from 1/1/2012 to 1/17/2012 $1.21 Accrued interest to date of death: $0.00 Other {Mo: Account#: 1675546327 Type: CD Open date: 11/3/2008 In the name of: Arthur V Enck Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: other Info: closed 8/3/2010 for $31,746.25 Page 1 of 1 ac~ouNT No, a~colRrr TXPE • ::... .: STATEMENT >PERIOD -'F11CE !'` 9853811843 MiT CLASSIC CHECKING N/INTEREST JAN.05 FEB.03,2012 1 OF 1 00 0 04303M NM 017 TERRANCE M ENCK ARTHUR Y ENCK 307 FORGE RD BOILING SPRINGS PA 17007 41688 INTEREST EARNED fOR STATEMENT PERIOD 0.00 BOILING SPRINGS errnnuT CIIMMAOV . ..~.. ~ L~111C R.: z ;: ,.... ;: e NO. ANOIRIT N0. AMOIBIT N0. AMOUNT o.oo o. o o o .o o.oo o.oo ACCOUNT ACTIVITY ANNUAL PERCENTAGE YIELD EARNED = 0.00 DID YOU KNOM THAT YOU CAN SAVE TIME BY USING MBT NEB OR MOBILE BILL PAY? IMAGINE ELIMINATING THE STRESS. Of HAVING TO MRITE A CHECK, OR MATTING IN LINE TO BUY STAMPS. NITH MBT MEB AID MOBILE BILL PAY, YOU CAN SKIP THE HASSLE AMD MAKE PAYMENTS QUICKLY AID EASILY. LEARN MORE AT MTB.COM/BILLPAY. MEMBER FDIC. tmen (soon February 22, 2012 MARCUS A McKNIGHT III IRWIN & McKNIGHT PC 60 W POMFRET ST CARLISLE PA 17013-3222 Re: Annuity Contract #XV223674 Dear Mr. McKnight: WESTERN J NATIONAL Life Insurance C o m p a n y P.O. Bax 871 Amarillo, Texas 79105-0871 1.800.424.4990 r -..-, 11. C" ~; ~, tDl3~ BAR ~ ~ ?G1? RWIN ~ Mc~iNIGh'; -AW Ctf~lCf_S The Internal Revenue Service (IRS) requires reporting of all death benefits for federal estate tax purposes. As this contract is an annuity, IRS Form 712 is not applicable and will not be issued by Western National Life Insurance Company. Listed below is the death benefit information for this contract. Sincerely, ' Ramona Giromini Annuity Claims Department Mr. McKnight, we appreciate the opportunity to assist you. Should you have any questions, please contact our Client Care Center at 1-800-424-4990. February 22, 2012 MARCUS A McKNIGHT III 1RWIN & McKNiGHT PC 60 W POMFRET~ ST CARLISLE PA 17013-3222 WESTERN ~ NATIONAL Life Insurance C o m p a n y P.O. Box 871 Amarillo, Texas 79105-0671 1.800.424.4990 ~~_ E{JiAP 1 ~ "?~' ;RVtlll~ ~~ ~icK;u!~N? -FIVL.` Ol; iCc~ Re: Annuity Contract #XP215275 Dear Mr. McKnight: The Inten~al Revenue Service (IRS) requires reporting of all death benefits for federal estate tax purposes. As this contract is an annuity, IRS Form 712 is not applicable and will not be issued by Western National Life Insurance Company. Listed below is the death benefit information for this contract. T of Ann ' Contract: lexible Premium Non- ualified Tax Deferred Annui Date of Issue:: 02/17/2009 Contract Owner's Names : Arthur V. Enck Accumulated Value as of $161,001.35 Date of Death vn 01/26/12: Total Death Benefit as of $162,586.84 02/22/12 Proceeds made payable to Terrance M Enck G arty L Enck and Arthur V Enck Jr Benefici ies , Mr. McKnight, we appreciate the opportunity to assist you. Should you have any questions, please contact our Client Care Center at 1-800-424-4990. Sincerely, vncL ,~,~.tio-~+w..,.a- Ramona. Giromini Annuity Claims Department i WESTERN J NATIONAL Life Insurance C o m p o n Y P.O. Box 871 Amarillo, Texa : 791 OS-0871 1.800.424.4990 February 22, 2012 MARCUS A McKNIGHT III IRW1N & McKNIGHT PC 60 W POMFRET ST CARLISLE PA 17013-3222 Re: Annuity Contract ~XV215717 Dear Mr. McKnight: -~, ,;; L -i i~ tF 4/ w ::.. iRGVli~i & nnciiViGH' ~Ai~t ~~FFIC~S The Internal Revenue Service (IRS) requires reporting of all death benefits for federal estate tax purposes. As this contract is an annuity, IRS Form 712 is not applicable and will not be issued by Western National Life Insurance Company. Listed below is the death benefit information for this contract. Mr. McKnight, we appreciate the opportunity to assist you. Should you have any questions, please contact our Client Care Center at 1-800-424-4990. Sincerely, o-~tct .~.uo,r:.-~,.:. Ramona Giromini Annuity Claims Department . . WESTERN J NATIONAL Life Insurance C o m p a n y P.O. Box 871 Amarillo, Texas 79105.0871 1.800.424.4990 February 23, 2012 MARCUS A McKNIGI3T III IRWIN & McKMGHT' PC 60 W POMFRET ST CARLISLE PA 17013-3222 ~=EF~ ? 'a ~€J i~4111;~1 « i~iicl(iViGH ;_N1`~(OF~ lCcS Re: Annuity Contract W222373 Dear Mr. McKnight: The Internal Revenue Service (IRS) requires reporting of all death benefits for federal estate tax purposes. As this contract is an annuity, IRS Form 712 is not applicable and will not be issued by Western National Life Insurance Company. Listed below is the death benefit information for this contract. Mr. McKnight, we appreciate the opportunity to assist you. Should you have any questions, please contact our Client Care Center at 1-800-424-4990. Sincerely, o->rlcZ ,~n.o,.~..u.. Ramona Giromini Annuity Claims Department . . WESTERN J NATIONAL L l f e Insurance C o m p a n y P.O. Box 871 Amarillo, Texas 79105-0871 1.800.424.4990 February 23, 2012 ~t~'4~~ ~ rw~ MARCUS A McKNIGHT III ~~~~, .f ~ ~~'~`• IRWIN & McKNIGHT PC 60 W POMFRET ST ~~VVIl4 u i4ic~(ivi6i;"'~ CARLISLE PA 17013-3222 °~iro on=icF Re: Annuity Contract W217409 Dear Mr. McKnight: T'he Internal Revenue Service (IRS) requires reporting of all death benefits far federal estate tax purposes. As this contract is an annuity, IRS Form 712 is not applicable and will not be issued by Western National Life Insurance Company. Listed below is the death benefit information for this contract. Mr. McKnight, we appreciate the opportunity to assist you. Should you have any questions, please contact our Client Care Center at 1-800-424-4990. Sincerely, Ramona Girominfi Annuity Claims Department Ronan Funeral Home 255 York Road Carlisle, PA 17013 Tel: 8-9863 Fax: 717-241-4041 Lynn A. Ronan, Funeral Director Friday, February 10, 2012 Arthur V. Enck, Jr. 217 Forge Road Boiling Springs, PA 17007 Dear Art, Thank you for selecting our funeral home to provide services for your family during your time of bereavement. I hope that you found our services, so far, to be of the highest st~dards that we always try to achieve. The followiag is a summary of the service charges as previously explained and provided in written form on the services for: aR~x Total Funeral Service Selected v. F,ivcx. sR. OTHER MERCHANDISE SELECTED Um /Vase Cultured Ebony Urn 5225.00 TOTAL OTHER MERCHANDISE SELECTED 5225.00 SPECIAL SERVICES Direct cremation $ 1795.00 TOTAL SPECIAL CHARGES 51,795.00 CASHADVANCES Certified Copies of Death Certificate N i $ 42.00 ewspaper Not ce Seatinel• $ 90.43 Coroner Fee $ 25.00 CASH ADVANCE TOTAL S 157.43 LESS: Credits granted $100.00 Cumberland County VA $100.00 TOTAL OF SERVICES 52,077.43 BALANCE DUE 52,077.43 If there are any questions or wncents that remain unanswered, please call me. Sly, ®~~ y>/ nan Funeral Director ~1 d ~ ~ ~ O O .. y a ,-. y ;. fig, F3 % i~ IX ~ v 1 x o°o a~o x x f7 ro •o ~ ~ v v v o n?cc-~ waQ C'~ ° °yg~ a ~. ~~? O:`{~ ~' ~ ~ C~~ v: ~~ ~:~ .~.. N ~ m ..: ~: ::: ~::~ (A V! fA fA G/1 EA f/f 1 ) ~ , ~~ f a y ~~ ~ ~ r v s.] m y .. z N ~ N n ~ ° : v n p x ~C z N ^ q ~~~77 0 B~ q .~ v ~ .~~~ l .- ~ r d 3 O~ ~ ~ B ~ ~ °° n n ~, ~ ~ ~ ~~ ^^v ~~ ~~ ~~ iy ~ d s~ ~~ ~8 ,'", e ~ ~ W ~vo~~?~~~3~~~av~> + ~~~[~ v~~btd b ~ r$ 4~~~~ ~ ~^~ ~ ~~ ~~ 5R ~ ~~.~ ~' pC R~3' ~ ~~A~ ~. o r ~ ~~~ ~ ~~ ~~ ~ ~ ~ ~ ~ ~ ~ ~ ~~ O ~' , s I ~ I ` I~.. b 6'f fA 69 H iA 69 fA 69 b9 ' ICJ N .. 1 } J~ ~ .^ n ,~ [_? f7 ' , ~ 1 , r ' J ~ M ! ~. ~~ ~ ~ °~ ~ ~~ ~~ s ~~ ~~ ~. _ ~~ g~. ~~ ~~~~ .. ~ ~ °en ~. ~~ .. + ^ ^ ~. ~ ~A ~~~ ~~: ~~~~ o `~ g o ~~~~ oo ~~.~;~ ~ n n ~ ~' o~ ~~ o ~ ~y~ A N 5,g On a. a ~~ g~ a ~ R ~. A Qp a o 'til ~~,~ ~' ~n ``~ ~.~^ ~~ ~. F ~ ~' ~ ~ ~o ~~_ ^ ,~ w C. d " ~.,~ p ~. ~ C O Q `~~3 n 5. 0. NN~o o A~ ~~ ~,~ < "' ~~ y ~~ n~,Q< s==.~ w ~ e: ~. ~ a~~ s ~-:~r` ~ ° ci^• r W ^ O C. Fo ~ rn ~~ ~ .3~ P~ ~ p ~ ~? ~.~ .,.~ ~ ~$~$~ m ~=~ ~ ; x ~~~~' r-^ fi ~' n Gw'2ar ~~ c ~~~ ~ ~ o M n 'o~n~ R~ ~ ~~ W .' ...yFFF000yjjj ~ ~ ~ y ~ "' ° ~. a ~~ ~ y5 ~. _.-~s~ R R ~nLx F'Ow N4 A ~ ~ «n .i~¢~ ~ 3 e~ c` S'~ '~ ^ ^ T" s ~ n~~ .3 r: ;~ = r R ~~~ fi J ~ W ~~ 555,. r ~~ Sovereign Apri102, 2012 Estate of Arthur V Enck C/O Executor 307 Forge Road Boiling Sprgs PA 17007-9749 Subject: U.S. Treasury Reclamation Sovereign Bank received a notice of reclamation on March 27, 2012 from the U.S. Treasury to return federal payments deposited to the account of Arthur V Enck. The Treasury has advised us that Arthur V Enck date of death was 01/26/12 and that all payments made after that date must be returned. Please be advised that the account listed below was debited and the payments were returned on the date shown. Date of debit: 03/30/12 Account debited: * * * * * * 2799 Amount debited: $1176.10 If you have any questions regarding this reclamation or need additional information, please call our customer service center toll free at 1-877-768-2265. Thank you. Sincerely,. Karen I Baez ACH Department Enclosure ~. 4 .sovereign February 29, 2012 Estate of Arthur V Enck C/O Executor 307 Forge Road Boiling Sprgs Pa 17007-9749 Subject: U.S. Treasury Reclamation Sovereign Bank received a notice of reclamation on February 28, 2012 from the U.S. Treasury to return federal payments deposited to the account of Arthur V Enck. The Treasury has advised us that Arthur V Enck date of death was 01/26/12 and that all payments made after that date must be returned. Please be advised that the account listed below was debited and the payments were returned on the date shown. Date of debit: 02/28/12 Account debited: ******2799 Amount debited: $293.00 If you have any questions regarding this reclamation or need additional information, please call our customer service center toll free at 1-877-768=2265. Thank you. Sincerely, Karen I Baer ACH Department Enclosure :• w x m m w e r r m 0 a z c m C m N h x b 0 ..a i :a O __ I ~ m ~ C ~ 33+ ~ 3 ~ ~ a ~ ~ ~-°o~c~zDr ~ .~~'o „ ~ zN~~~m ~ 3 a mmta»mnm c r ~` m z~~~ "' ° ~ g~ n ~ ~: ~ ~ oo~ n ~ A 3.. ~ ~' ~ ~ m -' ~i n i C v °D ~~ ~A ~ ~ { m < ~ _ ~' ~ ~ a °Cn z Ca $ ~ m m m ° 01 3 0 ~~3 Z C ~ ~ m C ~~ ~ m I ~''~~u'm~o ~~~~~~ o ~ a ~ ~~ ~ Z mn ~~ ~ 1° ~ m m ~~ ~ ~c A c irn m 000000 o~ ~ m N 2 a m ~ . . No m ~ _ ~ m c ~ i ~ N ~ ~ ~ ~ w c ~ m na-+-aoao~ m ~ N ' ~ N N O N N g -, -~ ~ ~ 9 ~ (~ R ~ ~ ~ c ~ ~. ~ ~ h ~~~pp tp V pQp O ??q tNt~,1~•+N W pI A W N N O NN