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Home My WebLink About06-14-12J 1505610105 REV-1500 EX (oz-ii)(FI) ~ PA Department of Revenue Pennsylvania OFFICIAL USE ONLY ~.~..,,.,.~, o. ~.~~~~. Coun Bureau of Individual Taxes ty Code Year File Number PO BOX 28o6ot INHERITANCE TAX RETURN - -- Q Harrisbur , PA 1128-0601 RESIDENT DECEDENT ~~ (~' ' 0~ ~O ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY _ _ ... 199-34-8647 ' 02/28/2012 ' f 05/18/1944 Decedent's Last Name Suffix Decedent's First Name MI ___ __ _ _ F Ensminger Jr. :Bryan (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O)D 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) OD 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A} Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number __ ... Michael A. Scherer, Esq (717) 249-6873 __ REGISTER OF WILLS USE O ~ _ First Line of Address ~ ~ r..y G.._ ~ F" 7 Baric Scherer LLC _ _.. __ rn .. ~ ~.. JI~= •_- ~ ' ~~ -i Second Line of Address ~ ' " E' - ~ ..- 19 West South Street ~ -- _ ~ r , r ~. C:> -,- City or Post Office State ZIP Code DATH FIL {;~ _.. ~.. _. _ ~ "'~ Carlisle PA ' 17013 ~' , _-; 3 Correspondents a-mail address: mscherer@baricscherer.com Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it i t , s rue, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge . SIGNAT~1~~~~ ; RESPONSIBLE FOR FILING RETURN DATE A ' ~~IY'I Zi I/, ~ ADD V~ 19 West South Street, Carlisle, Pennsylvania 17013 SIGNATU REPA R OTHER THAN REPRESENTATIVE ADDRESS 19 West South Street, Carlisle, Pennsylvania 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J ~.. ~..j 4 REV-1500 EX (FI) pe~ede~rs Name: Bryan F. Ensminger, Jr. RECAPITULATION Decedent's Social Security Number 199-34-8647 1. Real Estate (Schedule A) .......................................... ... 1. ', 69,000.00 2. Stocks and Bonds (Schedule B) .................................... ... 2.' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. ' 149,575.29 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 26,605.64 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. ' 245,180.93 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. '', 30,937.43 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. ' 3,508.05 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. ', 34,445.48 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. ', 210,735.45 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which "" an election to tax has not been made (Schedule J) ..................... ... 13. ' 209,221.45 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. ', 1,514.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or trans ers under ec. 9116 __ __ (a)(1.2) X .0. 15. 16. _... r: Amount of Line 14 taxable .,..,.,. . ~ _, "" at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable _...,.. _, , at sibling rate X .12 17. 18. Amount of Line 14 taxable '{,514.00 at collateral rate X .15 ._ ,.,, 18. 227.00 19. TAX DUE .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 1505610205 O REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Bryan F. Ensminger, Jr. STREET ADDRESS 67 East Penn Street CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments __ B. Discount 216.00 227.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 10.80 Total Credits (A + B) (2) 226.80 (3) (4) (5) 0.20 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred .................................................................................... ...... ^ b. retain the right to designate who shall use the property transferred or its income ...................................... ...... ^ c. retain a reversionary interest ........................................................................................................................ ...... ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................... ................................................... ~ ...... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (O1-10} ~~ pennsylvania SCHEDULE A DEPARTMENT ar REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Bryan F. Ensminger, Jr. 21-12-0278 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, use additional sheets of paper of the same size. REV-i5o8 EX+ (u-io) ~i~ Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE /-~ ~J V/~5~7~ BANK DEPOSITS & MISC• INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Bryan F. Ensminger, Jr. 21-12-0278 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. M&T Bank checking account #9849713491 18,000.00 2. M&T Bank CD # 31003920291934 20,175.75 3. M&T Bank savings account #25004920097795 2,302.30 4, Wells Fargo checking #4470 150.15 5. Wells Fargo Savings #4483 13,742.88 6. Wells Fargo Savings #8611 2,294.63 7. Soveriegn Bank checking #2891046218 15,637.52 g. cash 64,660.06 g, Security Deposit Refund: 65E. Penn Street, Carlisle, PA 325.00 10. 14 x 32 Storage Barn at Vacant Lot 1,500.00 11. Giant Food gift cards 60.00 12. Contents of 65 E. Penn Street, Carlisle PA including coins per appraisal by auctioneer Michael Cease 7,500.00 13. Two pistols and ammunition per appraisal by auctioneer Michael Cease 644.00 14. Fifteen long guns per appraisal by auctioneer Michael Cease 870.00 15. Erie insurance: automobile insurance refund 438.00 16. Sale proceeds 3 vehicles by Lebo's garage; 1995 Oldsmobile;1989 Dogde Dynasty; 1980 Dodge Aspen 1,275.00 TOTAL (Also enter on Line 5, Recapitulation) $ 149,575.29 If more space is needed, use additional sheets of paper of the same size. RE'J-i;'0 E' 08-09; ~ SCHEDULE G pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Bryan F. Ensminger, Jr. 21-12-0278 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCWDETHENAMEOFTHETRANSFEREE,THEIRREL4TfONSH1PTODECEDENTAND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE I. Dover Corporation Retirement 26,605.64 100 26,605.64 TOTAL (Also enter on Line 7, Recapitulation) $ ~ 26,605.64 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX- ;10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Bryan F. Ensminger, Jr. 21-12-0278 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Carlisle Memorial Service: grave marker inscription 240.00 B. ADMINISTRATIVE COSTS: i. Personal Representative Commissions: 12,250.00 Names} of Personal Representative(s) BarIC Scherer L.LC street Address 19 West South Street city Carlisle state PA ZIP 17013 Year(s) Commission Paid: 2012 12,250.00 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant None Street Address City State ZIP Relationship of Claimant to Decedent a. Probate Fees: 350.00 5. Accountant Fees: 500.00 6. Tax Return Preparer Fees: 500.00 7. TOTAL (Also enter on Line 9, Recapitulation) I ; 30,937.43 If more space is needed, use additional sheets of paper of the same size. ESTATE OF BRYAN F. ENSMINGER, JR. Schedule H -Continued Diversified Appraisals: Appraisal Fee for Vacant Lot $ 350.00 Robin Sollenberger: real estate taxes for Vacant Lot $ 143.35 Wachovia Bank: reimburse post-death retirement payments $ 178.22 John Breinich: Rent 65 East Penn Street, Carlisle Pa March, April & May $1,395.00 Lebo's garage: towing, detailing, selling 3 automobiles $ 824.03 Internal Revenue Service: estimated 2011 income tax $1,000.00 Michael Cease: personal property appraisals $ 95.00 PPL: electric at 65 E. Penn Street, Carlisle, PA $ 175.02 Hilton's Lock Service: key to lockbox $ 15.64 Century Link: phone service to 65 East Penn Street, Carlisle, PA $ 54.17 Randy Harr: remove junk from two storage units and clean lot $ 350.00 Shooting the X: pistol transfer to heir $ 25.00 R.T. Carey Trucking, LLC: rollback dumpster for two storage units 482.00 SUBTOTAL $5,087.43 R~V~1S12 E'x;-'12-U8 Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF ~ECEUENT ~ INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF Bryan F. Ensminger, Jr. FILE NUMBER Report debts incurred by the decedent prior to death that remained unpaid at the date of death, incl uding unreimbu0rs d di ITEM e me cal expenses. NUMBER DESCRIPTION VALUE AT DATE 1 OF DEATH Yellow Breeches EMS: ambulance service 711.20 2. Cumberland Goodwill Fire Rescue: ambulance service 1, 524.08 3. West Shore EMS: ambulance service 402.56 4. Health Network Laboratories 58.81 5. Health Network Laboratories 70.46 6. Pinnacle Health Cardiovascular Institute 124.70 7. Quantum Imaging Associates 73.00 8. Milton S. Hershey Medical Center 446.43 9. Health Network Laboratories 58.81 10. Masland Associates 38.00 TOTAL (Also enter on Line 10, Recapitulation) I $ 3 508 05 If more space is needed, insert additional sheets of the same size, REV-r;I3 ex+ ~oI-IOC j , Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES FILE NUMBER: Bryan F. Ensminger, Jr. 21-12-0278 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1~ Helen Tyler aunt 1514.00 63 Sheaffers Valley Road Landisburg, Pennsylvania 17040 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: L B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: L Pinnacle Health System 104610.72 c/o Christopher Markley, Esquire 409 South Second Street, P.O. Box 8700, Harrisburg, PA 17105-8700 2. First Church Of God 104610.73 705 Glendale Street, Carlisle, PA 17013 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ; 210735.45 If more space is needed, use additional sheets of paper of the same size. ~~~ ~7x OF BRYAN F. ENSMINGER, JR. I, BRYAN F. ENSMINGER, JR., of Cumberland County, Pennsylvania, do hereby declare this to be my Last Will and Testament and hereby revoke all Wills and Codicils previously made by me. ITEM ONE: I direct the payment of my debts and the expenses of my estate i ~, ~, ~~ from my estate as soon after my death as conveniently may be done. I have prepaid for my funeral at Ewing Brothers Funeral Home and have a lot purchased for my interment. ITEM TWO: I bequeath all of my firearms and hunting apparel to my Aunt, Helen Tyler, of Landisburg, Pennsylvania, should she survive me by thirty days. ITEM THREE: I give, devise and bequeath such of my personal property as may be lisfied on a signed and dated memorandum kept with my Will to the persons named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed that none was prepared, and all of my personal property shall pass according to the remaining provisions of this Will. ITEM FOUR: I give, devise and bequeath the rest, residue and remainder of my estate, of whatever nature and wherever situate, as follows: Fifty Percent (50%) to PINNACLE HEALTH, South Front Street, Harrisburg, Pennsylvania and Fifty Percent (50%) to FIRST CHURCH OF GOD, 705 Glendale Street, Carlisle, Pennsylvania. ITEM FIVE: While in the hands of my fiduciaries, neither the principal nor the income of my estate or any trust created hereunder shall be liable for the debts of any beneficiary hereunder, nor shall the same be subject to seizure or attachment by any creditor of any beneficiary under any writ or proceeding at law or in equity, and no beneficiary hereunder shall have any power to sell, assign, encumber or in any manner to anticipate or dispose of his or her interest in the trust estate or in the income ~~ produced thereby. ITEM SIX: I direct that no executor or other fiduciary named, nominated, or appointed by this my Last Wilf and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of the Court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. ITEM SEVEN: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or time, in such manner, and for such price or prices, and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so- called "legal investments;" to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in case or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. ITEM EIGHT: Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. ITEM NINE: I appoint M&T Bank, executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four (4) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identification, on this the ~_ day of ~' ~ , 2007. Bryan F. Ensuring , fir. (SEAL) ~ )~ APPRAISAL REPORT LOT ON W. TRINDLE ROAD CARLISLE, PENNSYLVANIA PREPARED FOR THE ESTATE OF BRYAN F. ENSMINGER, JR. BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES 35 EAST HIGH STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17013-3052 (717) 249-2758 C~~Y 4 SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS LOCATION: West Trindle Road Carlisle, Pennsylvania TAX PARCEL NUMBER: 29-21-0316-009B DESCRIPTION: A :69-acre tract of vacant land. PROPERTY RIGHTS: Fee simple interest. OWNERSHIP HISTORY: The subject property is owned by Bryan F. Ensminger, Jr. The property last transferred on March 12, 2010 for a reported consideration of $1.00 and ownership transferred on deed reference 201006637. SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an estimation of the property's highest and best use, consideration of all three approaches to value, and the application of those relevant to the valuation of the subject. CLIENT: The estate of Bryan F. Ensminger, Jr. INTENDED USER: The estate of Bryan F. Ensminger, Jr., et al. OBJECTIVE: To estimate the market value of the subject ro e unencumbered. ~ P P rty as EFFECTIVE DATE: February 28, 2012. INSPECTION DATE: February 28, 2012. HIGHEST AND BEST USE: Use as an office building construction site. COST APPROACH: N.A. SALES APPROACH: $69,000 INCOME APPROACH: N.A. FINAL VALUE CONCLUSION: $69,000 2 Account # 2891046218 Your account is currently at a zero balance. If your account remains at a zero balance for two entire statement periods with no activity your account may be closed. Please deposit funds into this account quickly to prevent it from closing. If this account is not meeting your needs, it would be our pleasure to discuss other options with you. Balances Beginning `Balance'- Deposits/Credits $15,637.52 Current Balance..:. Withdrawals/Debit§ + $0.00 Average Daily Balance - $15,637.52 $(J^.00 $15,637.40 Interest Paid this Period' Earned this Period $ 0.00 Annual Percents a Yield Eamed o Paid Year-To-pate $ 0.00 Paid Last Year 0.00/o $0 00 'The interest earned and the interest paid $ 0 29 may differ depending on when intere t i . s s credited to your account. Account Activity Date Description 03-19 Beginning Balance Additions Subtractions Balance 04-12 CLOSING TRANSACTION $15,637.52 04-17 Ending Balance $15,637.52 $p,00 $0.00 [N CASE OF ERRORS OR QUESTIONS ABOUT YOU R ELECTRONIC TRANSFERS CALL YOUR CUSTOMER SERVICE CENTER AT THE N FOR UMBER SHOWN ON THE TOP OF YOUR STATEMENT OR WRITE TO THE BAN DEBIT CARD ISSUES: K Sovereign Bank FOR ALL OTHER ELECTRONIC TRANSFER ISS UES Attn: Card Disputes Team MA 1 MB3 02 Sovereign Bank : OS P.O. Box 831002 Attn: Client Relations 10-421-CRI Boston MA 02283-1002 P.O. BOX 12646 READING, PA 19612-2646 Please contact us if you think information about an electronic transfer on your statement or receipt is wrong or if you need additional information about an electronic transfer on the statement or receipt. We must hear from you no later than 60 days after we sent you the FIRST statement on which the error appeared. • fell us your name and account number. • Describe the electro~tic transfer error or the electronic transfer that you are unsure about and • Tell us the dollar amount of the suspected error. explain as clearly as you can why you believe there is an error or why you need further information. [f you tell us orally, we may require you to send your complaint or question in writing within 10 business days. bVe will promptly investigate the matter and call or write to you with an answer within 10 business days. If we need more time, we may take up to 45 days to investigate your complaint or question. If we do, we will credit your account within this 10-day period for the amount you think is in error, so you will have the use of the money during the time it takes us to complete our i~tvestigation. If we ask you to put your complaint or question in writing and we do not receive it within 10 business days, we may choose not to credit your account. For errors involving new accounts, point of sale purchases or foreign transactions, we may take up to 90 days to investigate your complaint or question. For new accounts, we may take up to 20 business days to credit your account for the amount you think is in error. We will tell you the results of our investigation within 3 business days after completing our investigation. [f we decide there was no error, we will send you a wntten explanation. You may ask for copies of the documents we used in our investigation. I1V CASE OF ERRORS OR QUESTIONS ABOUT OTHER TRANSACTIONS ON YOUR STATEMENT You must contact us within thirty (30) days after you receive your statement if you think a transaction, other than an electronic transfer, shown on your statement is wrong or if you need more information about the transaction. You may contact your nearest branch or our Customer Contact Center at 877-SOV-BANK. Customers with visual impairments may call 800-428-9121 (TTY/TDD). We will investigate your dispute and tell you the results of that investigation. page 2 of 2 189/046218 p~s~ 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Baric Scherer LLC 19 West South Street Carlisle, PA 17013 Re: Estate of Bryan F Ensmin er Jr Social Security 199-34-8647 Date of Death: February 28 2012 Phone 888-502-4349 F ax (302) 934-2955 May 9, 2012 Dear Sir or Madam: Per your inquiry on March 28, 2012, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Checking Account 9849713491 Bryan Ensminger, Jr. 01252010 $18, 000.00 $ .00 Total __ __--------..-_.-- _----------.__------ ------------ $18,000.00 ~ ~ U ~ ~ ~ ~ ~ .b C.' pp O N f3. N w ~ tF:, try ~ U ~~ ~O ~ x •ti o ^ o~ ~ ~ o UP. LL ~ b A ° ~ ao 00 `O ~ ~ o ~ ~°n ~ ~ >°, ~ N ~ ~ 00 5~ ~ N .w-, ~ N y A ~ ~ y bA .~ ~ ~ ~ O F. O M ~y+ ~ ~" ~ ~ ~ ~ ~ ~ td , e~ ^' ~ ~ y b Vl ~ b y ~ ~ a ~ F q ~ o ~ d' ~ 0 V ~ •~ w ~~ ~ ~ '~ ~ ~ ~ o ~ ~ ~ o ~ ~ ~ ~ ~ `~ ~ N (/~ w y y ~ z a . ~v Q ~ *M, N v aWy ~ ~ a A A a w '~i ~ a' t~ t~ y ~ ~ ~ W ° a ~ z ~ Q 8 ,~ M U ~ O ~ ~ ~ ~ ~ ~ ~ ~ ~~ ~ ~ o ~ S a o A N e~ ~ o x N ~ ~ q ~ ~~ F, y ~ ~ ~ oar c ~ ~ ~ ~ ~ x ~ w ~ A ~ `n ~ ~ ~ U ~ ~ ~' ~n H d ° ~ °p C '~ o o 4 M ~ ~ ~~i / 3~ ~ ~ ~ -~ ~ iy i~ w ,a O ~ ~+ ~ ~ ~ ~'" y ~ y ° :f7., ~ y O y O b cd .[Z ~ ~ a z o a ~ ~ ~ u °• `" v a~ ~~ aA w ~ w ~~ ~~ ~ ; w a ~ ~ a, a~ ~, .~ p U o ~ ~ ~' ~' ° ~ ~ ~ ~ ~ ~ p ~ o ~ ~ n y RETIREMENT SERVICES 1-800-705-4373 • 1525 W W T HARRIS BLVD, D1116-056 CHARLOTTE, NEI 28262 ESTATE OF BRYAN ENSMINGER C/0 MICHAEL A SCHERER 19 W SOUTH STREET CARLISLE, PA 17013 MEMO: MEMO: CASH PAYMENT INFORMATION Distribution Type: DEATH GENE TRUST OR ESTATE WITHDRWL Gross Cash Payment Amount 526,605.64 Calculated Additional Federal Withholding $0.00 $0.00 Calculated Additional State Withholding S0.00 $0.00 State Code pA Net Cash Payment Amount S26,605.64 TAX INFORMATION Ordinary Income $ Other Income $ 26,605.64 Capital Gains $ 00 Total Taxable Amount $ .00 Net Unrealized Appreciation $ 26,605.64 After Tax Contributions $ .00 Gross Distribution Amount $ .00 Distribution Category Code 26,605.64 Federal Withholding $ 4 State Withholding $ .00 .00 Trust Number: 12331765 Trust Name: DOVER CORPORATION RETIREMENT PN 00 Reci ient/Participant: ESTATE OF BRYAN ENSMINGER C/O MICHAEL A SCHERER 19 W SOUTH STREET CARLISLE, PA 17013 LOAN INFORMATION NOT APPLICABLE EMPLOYER SECURITIES INFORMATION NOT APPLICABLE MISCELLANEOUS ASSETS INFORMATION NOT APPLICABLE _ _- °~ - ~ - WELLS FARGO BANK,: N.,4. RETIRE(v}ENT, SERVICES Check Date: 06/Oi/2012 1$QQ-705.43T3 <1525 W W T HARRIS BLVD, D1116-056 CHARLOTTE, NC 28262 82-9d. 1021 Trust Number: 12331765 Trus4 Name.'DOVER CORPORATION RETIREMENT PAY TWENTY-SIX THOUSAND SIX HUNDRED FIVE AND d4 100 DOLLARS ESTATE OF BRYAN ENSMINGER C/0 MICHAEL A SCHERER 19 W' SOUTH' STREET CARLISLE, PA 17013 check No. 5372?2933 AMOUNT ~'""**S~s'sas.~4 VOID AFTER 90 DAY$ 8 Check Date: 06/01/2012 check No. 537272933 1153727293311 ~:i02i009i8~: 4 9 900 2 4 28 711 ~J June 1, 2012 ESTATE OF BRYAN ENSMINGER C/O MICHAEL SCHERER 19 W SOUTH STREET CARLISLE, PA 17013 Dear Mr. Scherer: Institutional Retirement and Trust 2700 Snelling Avenue North Suite 300 Roseville, MN 55113 We received your inquiry on the beneficiary payout method for the account of Bryan Ensminger. Under the terms of the Dover Retirement Savings plan, in the absence of a designated beneficiary by a participant (or upon the death of all of the designated beneficiaries), a participant's vested interest shall be paid to a participant's surviving spouse, or if no spouse survives the participant, to the executors or administrators of the participant's estate. Please let us know if you have any further questions on this matter. Sincerely, The Dover Account Team Wells Fargo Institutional Retirement and Trust Together we'll go far 11 ~ CORPORATION NC1176 1525 West W.T. Harris Boulevard, 3C5 Charlotte, North Carolina 28262-8522 Phone Number: 1-800-705-4373 Internet Address: http://www.wellsfargo.com/myretireplan ENSMINGER, BRYAN F 65 EAST PENN ST CARLISLE, PA 17013 DOVER CORPORATION RETIREMENT SAVINGS PLAN Statement of Transactions for ENSMINGER, BRYAN F For the period 01/01;12 - 02/28/12 SSN: XXX-XX-XXXX Status: DECEASED Current Investment Elections Investment Election Sources Income Fund 100% Date Desc of Transaction Trade Type Description Run Date: 5/31/2012 12:42:10PM Units/Shares Price Dollar Amount No transaction activity found for the requested time period Fund Summary 01/01/12 02/28/12 Totals For Each Fund Units/Shares Price Market Value Income Fund Units/Shares Price Market Value 1,795.9830 14.743016 26,478.21 1,795.9830 14.776818 26,538.91 Totals 1,795.9830 $26,478.21 1,795.9830 $26,538.91 Money Type Summary Market Value for Each Money Type MT Group 01/01/12- 02/28/12 Prior P/S 1 Profit Share Vest 13,660.45 13,691.77 1 12,817.76 12,847.14 Totals $26,478.21 $26,538.91 ~~Y~~r~ Page 1 of 1 APPRAISAL REPORT OF PERSONAL PROPERTY ESTATE OF BRYAN F. ENSMINGER, JR. For MIKE SCHERER 19 W. South Street Carlisle, PA 17013 AS OF: MAY 11.2012 BY MICHAEL D. CEASE AUCTIONEER & APPRAISER 568 E OLD YORK ROAD BOILING SPRINGS PA 17007 717 245-9876 APPRAISAL CERTIFICATE I hereby certify, that, upon request for valuation of the personal property of the estate of Bryan F. Ensminger, Jr for Mike Scherer, 19 W South Street, Carlisle, PA, 17013. I have personally and physically inspected the following listed personal property for the purpose of appraising and reporting the FAIR MARKET VALUE, AS OF MAY 11, 2012, Date of inspection being May 10, 2012. The information and values contained in this report are based upon my experience as an auctioneer and appraiser, and other reliable sources. The personal property was found to be in GOOD condition, unless otherwise noted. Values are reported piece by piece and as a whole. All values reported have been determined with consideration to condition of item, market conditions and salability factors. APPRAISAL SUMMARY It is in my opinion, that, as of May 11, 2012, the FAIR MARKET VALUE of the listed personal property is: Various Ammunition and hunting items $ 159.00 2 Pistols (in FAIR condition) $ 485.00 TOTAL $ 644.00 Six-hundred, forty-four dollars and zero cents. This is not the appraisal report The report must be read in its entirety 2 8 Full Boxes of Shot un Shells / 3 Partials $35.00 1 Full / 1 Partial Box of 243 Winchester Ammunition $7.00 4 Full Boxes of 8mm Mauser Ammunition $56.00 4 Full Boxes / 3 Partials 22 Ammunition $6.00 1 Full Box / 1 Partial Ammunition $20.00 FFF Black Rifle Powder $12.00 Gun Cleanin Kit $3.00 Miscellaneous Ammunition $5.00 Miscellaneous Gun Parts Huntin Items $5.00 Miscellaneous Huntin Lincense's $10.00 320 Cal Pistol LAM $60.00 Brownin 7.65mm Fabri ue Nationale Pistol $425.00 $644.00 APPRAISAL REPORT OF PERSONAL PROPERTY ESTATE OF BRYAN F. ENSMINGER, JR. For MIKE SCHERER 19 W. South Street Carlisle, PA 17013 AS OF: APRIL 25, 2012 BY MICHAEL D. CEASE AUCTIONEER & APPRAISER 568 E OLD YORK ROAD BOILING SPRINGS PA 17007 717 245-9876 ~.i.. i APPRAISAL CERTIFICATE I hereby certify, that, upon request for valuation of the personal property of the estate of Bryan F. Ensminger, Jr for Mike Scherer, 19 W South Street, Carlisle, PA, 17013. I have personally and physically inspected the following listed personal property for the purpose of appraising and reporting the FAIR MARKET VALUE, AS OF APRIL 25, 2012, Date of inspection being Apri124, 2012. The information and values contained in this report are based upon my experience as an auctioneer and appraiser, and other reliable sources. The personal property was found to be in FAIR condition, unless otherwise noted. Values are reported piece by piece and as a whole. All values reported have been determined with consideration to condition of item, market conditions and salability factors. APPRAISAL SUMMARY It is in my opinion, that, as of Aaril 25, 2012, the FAIR MARKET VALUE of the listed personal property is: Various Guns TOTAL $ 870.00 $ 870.00 Eight-hundred, seventy dollars and zero cents. This is not the appraisal report. The report must be read in its entirety 2 ~` ~" ~- APPRAISAL CERTIFICATE I hereby certify, that, upon request for valuation of the coins and contents of the property located at 65 E. Penn Street, Carlisle, PA 17013 for the estate of Bryan F. Ensminger, Jr. I have personally and physically inspected the estate for the purpose of appraising and reporting the FAIR MARKET VALUE, AS OF May 18, 2012 date of inspection. The information and values contained in this report are based upon my experience as an auctioneer and appraiser, and other reliable sources. The coins and contents of the property at 65 E. Penn Street, Carlisle, PA 17013 was found to be in good to fair condition. The value report is based upon the items in the current condition. All values reported have been determined with consideration to condition of item, market conditions, and salability factors. APPRAISAL SUMMARY It is in my opinion, that, AS OF May 18, 2012, the ESTIMATED VALUE of coins and contents of the property at 65 E. Penn Street, Carlisle, PA 17013, the Estate of Bryan F. Ensminger, Jr. is Seven- thousand Five-hundred dollars. ($7,500.00) Signed, MICHAEL D CEASE APPRAISER & AUCTIONEER