HomeMy WebLinkAbout08-29-12~ REV-1500Ex(D,-1o) 1505610143
OFFICIAL USE ONLY
PA Department of Revenue pennsy vania co,.my coos veer File Number
Bureau of Individual Taxes er:,a^^E"*~r aruENeE
Po Box.zeosot INHERITANCE TAX RETURN 21 11 013 41
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
11 26 2011
Decedent's Last Name Suffix Decedent's First Name MI
LUCKENBAUGH RICHARD C
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
LUCKENBAUGH JACQUELINE C
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF' WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Retum (date of tleath
prior [o 12-13-92)
^ 4. Limited Estate ^ qa. Future Irnerest Compromise ^ 5. Federal Estate Tax Return Required
(eats m seam alter iz-12A2)
^ s Decedent Dietl Testeta ^ Co aim T etl a Living Trost e. Total Number of Sale Deposit Boxes
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ma
(Attach Copy o(VJII) n
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^ 9. Litigation Proceeds Received ^ 10. S~po~~ 1P2o31ity C ~tl (tletae5rn death ^ 11 Election to tax under Sec. 9113(A)
1
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
T)T7LNF. P STANE 717 432 2099
First line of address
8 N BALTIMORE STREET
Second line of address
City or Post Office State 21P Code
DILLSBURG PA 17019
correspondents e-mail address: Duane@Stoneatlaw.com
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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 is true, coned and complete. DeGaration of prepare her than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON ESP SIRLE F R F G R RN DATE
Philip C. Luckenbaugh 8"-/s-~rj lL
A DRESS
156 Fox Hollow Road, Shermansdale, PA 17090
SI TU PREPARER OTHE7~N R NTATIVE DATE
/J~ __ ,~ /1 DuanePStone o_ sC --7o)Z.
8 N. Baltimore Street, Dillsburg, PA 17019
Side 1
L 1505610143 1505610.143
J 150561U243
REV-1500 EX
oeceeanr: Nema: LUCKENBAUGH, RICHARD C
Decedent's Social Security Number
RECAPITULATION
0 . 0 0
1. Real Estate (Schedule A) ......................................................................................... . 1.
2. Stocks and Bonds (Schedule B) .............................................................................. . 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... . 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... . 5. 4 $ , 7 3 5 . 9 3
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............ . 6. 6 1 , 9 5 5 . 0 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............ . 7.
g. Total Gross Assets (total Lines 1-7) ...................................................................... . 8. 1 0 7, 6 9 0. 9 3
9. Funeral Expenses & Administrative Costs (Schedule H) ................................ ......... 9. 12 , 7 8 3 ' 7 5
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ....................... ......... 10.
11. Total Deductions (total Lines 9 & 10) ............................................................. ......... 11. 1 2 , 7 8 3 . 7 5
12. Net Value of Estate (Line 8 minus Line 11) .................................................... ......... 12. 9 4 , 9 0 7.18
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~
an election to tax has not been made (Schedule J) ........................................ ......... t 3.
14.
Net Value Subject to Tax (Line 12 minus Line 13) ........................................
......... 14. i
9 4 , 9 0 7.18
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14laxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.z) x .o0 9 4, 9 0 7.18 15.
16. Amount of Line 14 taxable
at lineal rate X .045 i6.
17. Amount of Line 14 taxable
at sibling rate X .12 17'
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due ............................._......._........................................................................... .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L 1505610243 1505610243
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 11 - 01341
D NAME
Luckenbaugh, Richard C
STREET ADDRESS
2009 Hignland Circle
CITY
Camp Hill STATE
PA ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
(1)
Total Credits (A + B) (2)
0.00
0.00
(3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0
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 :.................................................................................. ^ ^x
b. retain the right to designate who shall use the property transferred or its income :.................................... ^
c. retain a reversionary interest; or ..........................................................................._..................................._ ^ x
d. receive the promise for life of either payments, benefits or care? .............................................................. ^ 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideralion? ....................................................................................................................... ^ ^x
3. Did decedent own an "intrust fob' or payable upon death bank account or security at his or her death?......... ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... ^x ^
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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
p2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, an<f the statutory requirements for disGosure of
assets and filing a tax reiturn 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 ears 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) (y.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 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 decedent's siblings is 12 percent [72 P.S. &&9116 (a) (1.3) . A
sibling is defned under Section 9102, as an individual who has at least one parent in common with the decedent, wFether (y bloo~ or adoption.
COMMONWEALTH OF PENNSVLVPNIA
INHERITPNCE TP% RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
FILE NUMBER
ESTATE OF Luckenbaugh, Richard C 21 - 11 - 01341
All real property owned sole)y or as a tenant in common must be reppoorted at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
Attach a wpy of the settlement sheet if the property has been sold.
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM I DESCRIPTION I VALUE AT DATE OF
NUMBER DEATH
TOTAL (Also enter on Line 1, Recapitulation)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
cornrnoNwEUTM OR RENNSV~vnrvw PERSONAL PROPERTY
INHERITPNCE TN(RETDRN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Luckenbaugh, Richard C 21 - 11 - 01341
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION
DEATH
1 Mutual Fund-Joint with his spouse 32,235.93
2 ~ Bank Account Joint with his spouse
3 ~ 2001 Mercedes C240 70,000 miles good condition Kelley Blue Book Value
8,500.00
5,000.00
TOTAL (Also enter on Line 5, Recapitulation) ~ 45,735.93
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Luckenbau h, Richard C
g 21 -11-01341
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
Jacqueline C. Luckenbaugh 2009 Highland Circle spouse
A Camp Hill, Pa 17011
JOINTLY OWNED PROPERTY:
E LETTER ~, DATE C~~SCRIPT.10~ F PRO~ERTY ~
'
a % OF
' DATE of DEArH
NUM
BER FOR JOINT
, MADE ~,or s mearadenti In
nomber. Attach deedfok oinlUheld reae~VALUE OF A&3ET
JOINT tY 9 I Y
'
TENANT DECD
S
INTEREST VALUE OF
DECEDENT'S INTEREST
,
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_ testate. _
~
1 A 04/05/1956 ~ 2009 Highland Circle ~ ~it.2oo.00 ,
~ 50% 55,600.00
'i Camp Hill, PA 17011
2 A II some years III 210 Eleven Road Center County Parcel # t2,7to.oo 50% ', 6,355.00
I I 02-008-,095-,0000-
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TOTAL (Also enter on line 6, Recapitulation) 61,955.00
~''r- ~Sqw-1E~DULE Hr(~~
COMMONWEALTH OF PENNSYLVANIA r~~ ~../~~
INHERITANCE TPx RETURN Ar1~~YeT~ATIL /G l~M'R
RESIDENT pECEDENT f'ILA~6~IJ ~ f W ~ ~~IG liW ~ ~7
ESTATE OF Luckenbaugh, Richard C FILE NUMBER
21 - 11 - 01341
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Parthemore Funeral Home Cremation Services ', 11,198.75
B. ADMINISTRATIVE COSTS:
t. Personal Representative's Commissions
Name of Personal Representative(s)
Streel Address
Ciry State Zip
Year(s) Commission paid
2. Attorneys Fees Stone, Duncan 8 Linsenbach, PC
3. Family Exemption' (If decedent's address is not the same as claimant's, attach explanation)
Claimant
I Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills
5. Accountant's Fees
6. I. Tax Return Preparers Fees
7. Other Administrative Costs
1
1,500.00
85.00
TOTAL (Also enter on line 9, Recapitulation) 12,783.75
REV-1513 E%* (11-08) _ Ill,
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TA%RETLIRN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Luckenbaugh, Richard C
21 - 11 - 01341
' RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) ~ DECEDENT I (Words) ($$$)
RECEIVING PROPERTY I aI
I. 'TAXABLE DISTRIBUTIONS[include outright spousal ~ ~
dlstnbuhons, and transfers
under Sec. 9116 (a) (1.2)]
1 ', Jacqueline C. Luckenbaugh spouse one hundred percent,i
2009 Highland Circle
Camp Hill, Pa 17011
;Enter dollar amounts for distributions shown above on lines 1 I
5 through 16 on 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET O.OO
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Prepared by the Law Offices Of
Duane P. Stone, P.C. ;-, -
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4.
LAST WILL
OF
RICHARD C. LUCKENBAUGH
I, RICHARD C. LUCKENBAUGH, of the Township of Lower Allen,
Cumberland County, Pennsylvania, do hereby declare this to be my Last
Will, and do hereby revoke all prior Wills and Codicils heretofore made by
me.
1. I hereby give and bequeath to my Wife, JACQUELINE C.
LUCKENBAUGH, (hereinafter referred to as "my Wife"), if she survives
me, my entire interest in and to any and all of my tangible personal
property, together with all policies of insurance thereon. If my Wife does
not survive me, all of my tangible personal property, except to the extent
that certain items thereof are otherwise set forth in a memorandum that
may be attached to this Will, I hereby give and bequeath to my Son,
PHILIP C. LUCKENBAUGH, ("my Son"), if he may survive me at the time
of my death.
In the event that I am not survived at my death by my Wife or by
my Son, then all of the property which they would have taken under this
paragraph 1 had they survived me shall pass as part cif my residuary
estate hereunder.
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2. All of the rest, residue and remainder of my property and
estate, of whatsoever nature and wheresoever situate, including; but not
limited, to real property and personal property, together with all policies
of insurance thereon, I give, bequeath and devise to my Wife if she
survives me. In the event my Wife predeceases me, my residuary estate
shall be distributed to my Son, if living. Should my Son predecease me,
then his share shall be divided and distributed equally among or between
those of his Children (my "Grandchildren") who may survive me at my
death.
3. Each part allocated to the Child(ren) of my deceased Son shall
constitute the principal of an individual trust and shall be held and
administered as a single and separate trust fund for the benefit of such
Grandchild. From time to time, my Trustee shall distribute or apply
such portions or all of the net income and if that be insufficient then of
the principal of such Grandchild's separate trust as my Trustee in his or
her sole discretion may deem necessary to provide for their reasonable
support and maintenance, to meet the expenses of maintaining their
health such as medical, dental, hospital and nursing expenses arising
from illness, accident or disability, and to the extent that: funds are still
available from the separate trust to provide them with an education
(including without limitation elementary, high school, vocational, college,
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post-graduate and professional education). In determining whether and
to what extent such distributions shall be made, my Trustee shall treat
equally the Grandchildren for whom such separate trusts are held
hereunder. At the end of each trust year, all net income from such
separate trust which during such trust year was not distributed to or
applied hereunder for the benefit of such Grandchild shall be added to
the principal of such separate trust. When the Grandchild for whom
such separate trust is held attains the age of twenty-one (21) years, all
property then held in such separate trust shall be allocated and
distributed absolutely free of trust to such Grandchild. If a Grandchild
dies before he or she attains the age of twenty-one (21) years then his or
her share shall be equally divided among his or her livi~ag siblings, if no
one survives such trust property shall be allocated to my living heirs per
stirpes.
4. In the event that my Wife and I die simultaneously or under
such circumstances that it cannot be established which of us died first,
my Wife shall be deemed to have predeceased me for all purposes under
this Will.
5. Should any legatee or devisee under this Will die within
ninety (90) days after the date of my death, he or she shall be deemed to
have predeceased me for all purposes under this Will, with the exception
/e
of my Wife. If my Wife survives me at my death but dies within ninety
(90) days thereafter, she shall have for and during that: portion of such
ninety (90) day period as she in fact is alive after my death the right to
the use and enjoyment as a life tenant of all property in which her
interest hereunder will fail by reason of her death within said ninety (90)
day period. If my Wife survives me at my death but dies within ninety
(90) days thereafter, My Will shall control, as if we died siimultaneously.
6. No interest of any beneficiary hereunder in either the
principal or income of my estate shall be subject to liable in any manner
while in the possession of my Executor or Executrix to anticipation,
pledge, assignment, sale, transfer, charge or encumbrance, whether
voluntary or involuntary, or for any liabilities or obligations of such
beneficiary whether arising from his or her death, debts„ contracts, torts
or engagements of any type.
7. Except as otherwise restricted, directed or provided in this
Will or required by law, in the administration of my estate, and any trust
herein created, the fiduciaries (Executor, Executrix, Trustee, etc.) serving
under this Will shall have the following powers, which may be exercised
without leave of court, in addition to those powers as my said fiduciaries
may have by law:
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(a) At any time, to retain all or any property held by
them, real or personal, tangible or intangible, or mixed, of
interests therein, wheresoever situate, in the form iin which it
may be at the time of my death or thereafter, including
without limitation any business owned or controlled by me,
so long as in the exercise of their discretion it may be
advisable to do so, notwithstanding that said property may
not be of a character authorized by law, and to conduct or
participate in any such business as a sole proprietorship,
corporation, partnership or joint venture, even though it was
not so organized or conducted at the time of my death.
(b) To purchase, subscribe for, invest and reinvest,
with any funds held by them, in any property, real or
personal, tangible or intangible, or mixed, or interests
therein, wheresoever situate, as and in such proportions as
they may deem best, even though such property would not
be considered appropriate or legal for a fiduciary in the
absence of this provision. It being my intention to give the
fiduciaries the same power of investment and reinvestment
which the Settlor himself would possess if present and
acting.
(c) To sell, convey, exchange, partition., redeem,
convert, surrender, give options upon, or otherwise dispose
of any property, real or personal, tangible or int~mgible, or
mixed, or interests therein, wheresoever situate, at any time
held by them, at public or private sale or otherwise°, for cash
or any other consideration, or on credit, in such manner, to
such persons, for such price, and upon such terms and
conditions as they may deem best, and no person dealing
with my fiduciaries shall be bound to see to the application
of any funds paid to them.
(d) To lend and borrow money, to and fiom such
person or entities (including other fiduciazies hereunder), in
such amount or amounts, payable at such time or times and
at such rates or other terms as they may deem advisable,
and for any monies borrowed by them, to execute and deliver
promissory notes or other evidence of obligation and
mortgage, pledge or encumber any property, real or personal,
tangible or intangible, of my estate or any trust hereunder.
(e) To renew or extend the time for paymc;nt of any
obligation, secured or unsecured, payable to or by my estate
or the trust hereunder, for as long a period or periods of time
:~K-
and on such terms as they may determine, and to adjust,
settle, compromise and arbitrate claims or demands in favor
of or against my estate or any trust hereunder.
(f) In dividing or distributing hereunder any
property, real or personal, tangible or intangible, or mixed,
or interests therein, wheresoever situate, pursuant to this
Will, to divide or distribute in cash, in kind, or paz'tly in cash
and partly in kind, and in shares different in kind from other
shares, as my fiduciaries may determine, and to ghat end to
allot specific securities or other property, or an undivided
interest therein, to any shaze, part, or distributable portion
or separate trust hereunder.
(g) To hold, manage, operate, improve, partition or
subdivide any real estate which may be held by them at any
time, wheresoever situate, to mortgage any such property in
such amounts and on such terms as they may consider
proper, to lease any such property for such term or terms
and upon such conditions and rentals as they :may deem
advisable, irrespective of whether the term of any such lease
shall exceed the period permitted by law or their actual or
probable period of retention, and to makE; repairs,
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replacements and improvements, structural or otherwise, in
connection with any such property.
(h) To abandon any property held by my fiduciaries
which is of no value or which my fiduciazies may deem to be
of insufficient value to warrant keeping, maintaining or
protecting and to permit any such property to be lost at tax
sale or other proceeding.
(i) To purchase and maintain insurance on the life
of any income beneficiary hereunder and to pay the
premiums therefore out of the income to which such
beneficiary is otherwise entitled, whenever and to such
extent as my fiduciaries may deem advisable.
G) To retain, employ and pay agents, employees,
accountants and counsel, including but not limitE:d to legal
and investment counsel or advisors, brokers, banks,
custodians, and other agents, for advice and other
professional services, and to delegate to them such duties,
rights and powers as my fiduciazies may determine:, for such
periods as they may deem necessary.
(k) To register any securities held in trust
hereunder at any time in their own name, in their name as
fiduciary, or in the name of a nominee, with or without
indicating the fiduciary character of the securities so
registered.
(1) With respect to any securities he]'.d by my
fiduciaries hereunder: to vote upon any proposition or
election at any meeting of the corporation issuing such
securities, to grant proxies, discretionary or otherwise, to
join and participate in any merger, reorganization,
readjustment, voting trust plan, consolidation, exchange or
other concerted action of holders of securities for t:he deposit
of securities under agreements and payment of assessments,
to deposit any such securities with any committee,
depository, Trustee or otherwise, to subscribe for stocks and
bonds, to grant, obtain or exercise options, and generally
exercise all rights of holders of securities and take all actions
with respect to any such securities as could be taken by the
absolute owner thereof, and to delegate discretionary duties
with respect thereto.
(m) To receive and collect the interest, rents, profits,
proceeds, gains and other earnings and income of and from
the property held by them hereunder.
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(n) In dealing with the stock of any closed or other
corporation, partnership interest, or other business forming
pazt of any trust hereunder: to disregard any principle of
investment diversification and retain any part or all of it for
so long as they may deem advisable; to do anything that they
may consider appropriate with regard to its operation,
expansion, reduction, liquidation or termination or any
change in its purpose, nature or structure; to delegate
authority or duties to any director, stockholder, manager,
paztner, employee or agent, and to approve its payment of
reasonable compensation to any such person; an<i to make
additional investments in it if such action appears to be in
the best interests of the beneficiaries hereunder.
(o) With respect to any policies of insurance held by
them hereunder: to continue such policies in force and to
pay the premiums for such policies from income or principal;
to obtain the cash surrender value, if any, of ;any such
policies which insure the lives of others, and add the same to
principal; to convert any of such policies insuring the lives of
others to permanent paid-up insurance; and to deal with
such policies in any way that my fiduciaries in its discretion
-- ~--
may determine to be in the best interests of the beneficiaries
hereunder, including without limitation borrowing against
such insurance policies in order to pay the premiums
thereon.
(p) To the extent permitted by law, to exercise any
election, right or privilege given by federal tax laws, or the
tax laws of Pennsylvania or of any other jurisdiction,
including but not limited to the joinder with my Wife in filing
income tax returns, the joinder with my Wife in filing gift tax
returns with respect to gifts made by her or by me or by both
of us prior to my death, the consent on gift tax returns to
have any gift made by her considered as made in part by me
for gift tax purposes, the determination of prosper taxes,
interest and penalties and the payment thereof even though
not attributable in whole or in part to income or gifts from
my property or estate and without requiring my Wife, her
estate or her legal representative to indemnify or reimburse
my fiduciaries for taxes (or penalties or interest thereon)
attributable to my Wife, the election of alternate valuation for
federal estate tax purposes, the election to have assets or
property of my estate or any trust herein created, or
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otherwise includable in my gross estate for federal'. estate tax
purposes, treated as qualified terminable interest property
for the purpose of qualifying the same for the federal estate
tax marital deduction for my estate, and the election to claim
deductions for death tax purposes or for income tax
purposes, and for their exercise or non-exercise off any such
election, right or privilege to make or not make in their
discretion equitable or compensatory adjustments as
between income and principal of my estate or any trust
herein created or any part thereof hereunder, or a.s between
any beneficiaries thereof or their shares therein, all without
the consent of any beneficiary hereunder and without any
liability on the part of my fiduciaries for so doing.
(q) To pazticipate actively in the management of any
corporation the capital stock of which is held by my
fiduciaries hereunder, and to receive compensation for such
services in addition to any fees or compensation to which my
fiduciaries are otherwise entitled as such.
(r) To determine as to all sums of money and other
things of value realized or received by them, whether and to
what extent the same shall be deemed to be principal or
~'.}"f =~ 12 ~~ ?:. ~:..
income, and as to all charges and expenses incurred or paid
by them, whether and to what extent the same shall be
charged against principal or income.
(s) To make from time to time paztial distributions
in varying amounts to the beneficiazies hereunder prior to
final settlement and distribution of my estate, and in
connection therewith to determine in their discretion the
time or times when such partial distributions may require
recomputation of said beneficiaries' proportionate interests
hereunder for the equitable allocation of income or on
account of changing asset values pending final disl:ribution.
(t) To combine for purposes of administration and
investment any or all of the separate trusts created
hereunder; provided however, that neither this power nor its
exercise shall alter their status as separate trusts.
(u) In general, to exercise all powers in the
management of the assets and property held by them
hereunder which any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to it may seem. best, and
to execute and deliver all instruments and to do all acts
G ~"
'~~
which my fiduciaries may deem necessary or proper to carry
out such management and their duties under this Will;
provided however, that the aforegoing powers, or• any other
authority or direction herein or otherwise conferred upon or
given to my fiduciaries, shall not apply or extend to any
assets or property of my estate or trust created. herein or
otherwise includable in my gross estate for federal. estate tax
purposes and qualifying for the federal estate tax mazital
deduction for my estate under the Internal Revenue Code of
1986, as amended, to the extent that such power, authority
or direction, or the exercise or performance therc;of, will or
may result in the loss, in whole or in part, of s.rid federal
estate tax marital deduction for my estate.
8. My Trustee shall accept, receive and add to the principal of
any trust herein created any money or property which <tt any time may
be payable, tendered, given or transferred to my Trustee: by any person,
natural or legal, by deed, gift, Will, or in any other manner. All property
received by my Trustee, whether under this Will or otherwise, shall be
added to the principal of any trust herein created as provided in this Will,
and shall be administered by my Trustee in accordance with the terms
and provisions herein set forth.
. L. L.
9. Upon my death, my Trustee may exercise all rights, options,
privileges and powers granted by, under or with respect to any insurance
policy on my life, any annuity policy, or any pension, retirement, welfare
or other benefit plan or program, the proceeds or benefits of, from or
under which are payable to my Trustee. My Trustee may collect and
receive payment of such proceeds or benefits with no payor thereof to be
responsible for my Trustee's application of the payment so made, and
may compromise or settle any questions relating thereto as my Trustee
may deem best. My Trustee need not institute litigation to collect such
proceeds or benefits payable to it unless my Trustee is reasonably
indemnified for costs, counsel fees and other expenses of'such litigation.
10. Subject to the restrictions and other provisions contained in
this Will, if in his or her sole discretion my Trustee deems it necessary
or advisable to protect my estate or any trust herein created or facilitate
the settlement thereof, or for such other purposes as Amy Trustee may
find reasonable and proper, my Trustee may, but shall have no duty or
obligation to:
(a) purchase with funds of any trust herein created any
securities or other property, or portions thereof or interests
therein, tendered by my Executor or Executrix at any time or times
within the period of nine (9) months after the date of my death, at
L~~~.: 15 ,/,
r~C [,
the market value thereof at the time of purchase, with any
difference of opinion as to such market value to be fixed by my
Executor or Executrix whose determination thereof shall be
conclusively binding upon my Trustee and all persons claiming
hereunder or interested therein;
(b) pay or prepay from any trust herein created any taxes,
including but not limited to generation-skipping transfer taxes
under the Internal Revenue Code of 1986, as amended, and taxes
on any future or remainder interests, or any interest or penalties
thereon, at any time payable or assessed, whether or not in
consequence of my death, upon or with respect to any trust herein
created or any part thereof; should my Trustee do so, neither any
trust herein created nor my Trustee shall be entitled to
contribution, recovery or collection from any beneficiaries
hereunder for the taxes, interest or penalties so paid.
11. In no case shall any annuity or other payments, or the
proceeds under any life insurance policy on my life, receivable by my
Trustee or any other person, which with respect to my estate aze not
subject either in whole or in part to federal estate taxes under the
Internal Revenue Code of 1986, as amended, or to state inheritance,
estate or other death taxes under the laws of the Commonwealth of
~~C ~
Pennsylvania or any other applicable jurisdiction, be receivable or
received by, paid or loaned to, or used by, or applied for the benefit of my
estate or Executor or Executrix, or any other person oi• purpose, to the
extent such non-taxable annuity or other payments or life insurance
proceeds would be thereby subject to federal estate ta:ces or said state
death taxes.
12. I hereby appoint PHILIP C. LUCKENBAUGH, my Son, to
serve as Executor of my estate hereunder. Should he be unable or
unwilling, fail to qualify, or cease to act as such Executor, I hereby
appoint MELISSA S. LUCKENBAUGH, my Daughter-in~-law, to serve as
my Executrix hereunder. Should she be unable or unwilling, fail to
qualify, or cease to act as Executrix, I hereby appoint, JOHN M. ROMAN,
my Friend, to serve as Executor hereunder.
13. I hereby name and appoint MELISSA S. LUCKENBAUGH, my
Daughter-in-law, to serve as my Trustee of each separate trust created
under this Will. Should said person be unable or unwilling, fail to
qualify, or cease to act as my Trustee, then I name and sippoint JOHN M.
ROMAN, my Friend, to serve as my Trustee of each separate trust
created under this Will.
14. My Trustees above named shall be entitleci to receive fair,
equitable and reasonable compensation for his or her services rendered
LL/
_ -. --lf~
hereunder. The trust fiduciary fees and expenses hereunder shall be
deducted from and charged to the income, and if that be insufficient then
the principal, of each specific trust hereunder on account of which such
fees and expenses were incurred or to which they are otherwise
attributable or allocable, as and when my Trustee sh:~11 determine but
not less frequently than once each trust year.
15. The fiduciaries named or appointed in this Will, shall not be
required in any jurisdiction to file, enter or post any bond or other
security for the faithful performance of their duties hereunder, and shall
not be liable for the acts, omissions or defaults of any agent appointed by
them with due care.
16. I direct that all estate, inheritance, legacy, transfer,
succession and death taxes, of whatsoever nature or kind and by
whatsoever jurisdiction imposed, and all interest and penalties thereon,
which may be payable or assessed in consequence of my death, whether
or not with respect to property passing under this Will, ;shall be paid out
of and charged against the principal of my residuary estate in the same
manner as are general administration expenses of my estate so that all
property subject to said taxes shall be and pass free and clear thereof,
without apportionment of or reimbursement for such tees, interest or
penalties among any beneficiaries, transferees or other persons
'~' C~
interested in such property and without any right of my estate or
Executrix or Executor to contribution, recovery or collection for the
same. Taxes on any future or remainder interests hereunder may be
prepaid at and in the election and discretion of my Executrix or Executor
to the extent permitted by law.
IN WITNESS WHEREOF, I, the said RICHARD C. 1LUCKENBAUGH,
hereby set my hand to this my Last Will, typewritten on and consisting of
these nineteen (19) sheets of paper, at the bottom of each of the
;;e,
preceding pages of which I also have placed my initials, on this Y~ ~='
day of c~µ,„~s n ~r-°` , 2005.
p.~_
~,
RICH WARD-- C. KENBAUGH
19
MEMORANDUM
Pursuant to paragraph 1 of my Last Will dated ~ 20~ I hereby
give the specific items of personal property as follows:
1.
2.
3.
4.
5.
6.
7.
Date: 1°~~ ..,_:~ r ./~~'~
RICHARD C. L'UCKENBAUGH
On this ~ ~ day of - = f° % - ~`' , 2005, RICHARD C.
LUCKENBAUGH declared to us, the undersigned, that ttie aforegoing
instrument was his Last Will, and he requested us to act. as witnesses to
the same and to his signature thereon. He thereupon signed said Will in
our presence, we being present at the same time. We now, at his
request, in his presence, and in the presence of each of us, hereby
subscribe our names as witnesses thereto and have placed our initials at
the bottom of each of the preceding pages. By so doing, each of us
declares that he or she believes this testator to be of sound mind and
memory.
"%?; .,,~, .~. ~ .` 1 ., residing at 2 ~.~ P.; ~ : ~ _~, 11 ~ '. ~: r~~ ~~ ?~'~ ~.-.
t~?~~.T (!~ ~uck-r7~zicZc,~~ residing at _%"~-~~ t?;>cc.;;~-~'s vt,:ii ~',~ !_cys~://~ r''.~F
i~ar7
/~:,z~ 1~ --~ C; ~ z // .~ residing at ~OOs [ C ~, %~P ~
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, ~ ,..., ri 1 , - ( `:~~ 14* }_; ~t ~7i.r.~<1 -~ prgrUG'~l
the witnesses whose names are signed to the~attac'~ied foregoing
instrument, being duly qualified according to law, do depose and say that
we were present and saw RICHARD C. LUCKENBAUGH, the testator,
sign and execute such instrument as his Last Will; that sluch testator
signed such instrument willingly and executed it as his fi-ee and
voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of such testator signed such Last Will :ds a subscribing
witness thereto; and that to the best of our knowledge, such testator was
at that time 18 or more years of age, of sound mind and sander no
constraints or undue influence.
Sworn or affirmed to and subscribed before me by „ ~,:~,.. a.l' s'~=>>j : .
/ ,.p~ .. 1
~~~t, /:,~ r. L_..rf/c':~~.,Lr ..^~.1~ ~'~A ..~/r~~5~.ainDEs2~~FF ,witnesses, thlS /r'~~
day~of `d.r,~,-,, ,., <% , 2005.
7
Notary Public
My Commission Expires: -/ ~`%~~`~°•~~
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
Susan E. Oster, No(ary PubAc
Lower Mi111in Twp., CumDedand Coumy
M Commission E>f ire MK. 8 ZO 8
MemMr n.nrsNwnio AvsoGblbn W NolaIB6
WITNESSES:
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, RICHARD C. LUCKENBAUGH, testator, whose name is
subscribed to the attached foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed and
executed such instrument as my Last Will, and that I signed and
executed it willingly and as my free and voluntary act for the purposes
therein expressed.
Sworn or affirmed to and acknowledged before me, by RICHARD C.
LUCKENBAUGH, the testator, this -~ < ''~ day of Sy.-;~,,•-.°'-~-., 2005.
COMM(%VWEALTri OF PENNSYLVANIA
NOTARIAL SEAL
Susan E. Oiler, Notary Public
Lower Milflin Twp., Cumberland Caunry
M ~ Commission Ex Tres Mac 29 2098
M°mtK'~. nae~RM'uwr Assocbm^ M Nrnaies
~'~ ~ / ;'
RICHARD C. LUCKP;N/BAUGH
Notary Public
~-.~~
My Commission Expires: ~ ' ~ ''r `~ `1~
Ask the Car People."~ I ~S,~I =~ I Co.4t I help I New~iarrer I msiAa line
Home :~ Used Cars> 1-0ercetles-Benz :+ 52.CIe65 r >_ggl C-Cla=c Setlan > Price=_ with Ooii ans
Paces with DPbons ResWts
_ -.. _ _wvsxnssntrvY
drroxpaxurv cnauron .i. rlxdrwxws xdrex axxxveromx~ rsrarmravl ._ __. ..___ ___..
F~how m: h you ran d(tprd ~murds w II nM a vwr rrmvt or Redkt whlM r ars mrtumers I.ke '. ',
Te t trs yow tles M
Rt0 tGdy pdy R.Cnib & Vnur p[Pferci+tes.
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%dy Ctle fdmantls
get a pr ce range far
.Our recammentllX+przd.
I '
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t.n= , GamC. '.
Use Ldmunds.r-om to acalrarely apprzlse your used car.
iip Cotle & Styfe Colors & Options ~. Contlition a Mileage True Market Value°
2001 Mercedes-Benz C-Class Sedan -What Your Car is
worm
1]Dll UPn4iE. Prldn9 br
'. Cemp HIII, pR
True Market Value°
Tratle-In Dealer Re[all
E3,]BD ;5,250
Private party Sale fq,3D
Pricing Details fora 2001 Mercedes-Benz C-Gass Sedan
C240 4dr Car
Customized True Market Valuea Prices
Trade-In Prlvite Party
National Base Price ;3,6fi1 ;4,353
OPhonal Equipment ;24 R]
AM/FM/CO Autlio System $24 ;D
Color AtlJus[men[- Silver f6 g]
Regional 0.tljustment - for Zip Cptle 1)011 $-16 f-16
Mileage Atl)us[ment- ]0,000 miles ;9]2 E9]2
Contlition Atljustment- Average q-B6fi 5-1,019
Total f3,]80 E4,32T
Buying a Certigad Used Vehlele
Dealer Rebii
Es,sos
f36
f3fi
$9
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;9]2
$-1,249
;s,2sa
DealerRMail
Cerbfietl usetl Pnce Vehicle not eligible for C¢Riflra[ion.
PutoCheck Vehide History. Report. _.. _. _.
_YOUr research isn't mmPete until You see the vehicle history report.
7ps and Pdylce .. ''.,.
10 9teos to Buvinc a New Car
! Iq 6teos [p $elllno Your tar '.
New Car euvlno Guitles '.
FuelEmno~ '..
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G ~ day of ~-e in the year of our Lord
j one thousand nine hundred end Ft-Tr sr x.
~PYlI/PPYt XENNET.N X. SH.?ETZ AND ELIZABETH I. SRF:'TZ, Hrs WIFE,
OF LOWSA ALLEN TOWNS HI-, CDWBEALAND COUNTY, FSNNSYL VAN IA,
GRANTORS, PARTrES OF THE FIfl3T -ART,
-A N D-
RICHARD CHARLES LUC%ENBAUGN AND JACQUELINE C. LUC%ENBAUGN, Hrs
WIF@, OF THd CITY O£ NAAAISB UAC, DAU-H IN CO DNTY, FENNSYLYINIA,
GRANTc'ES, PAATIfiS
el eM wmM prt: ~~P$$p}(~t rMe the mid prt I E5 0l eM /lrlt gore fur end in
ewvWemBon N IM mm of
ELEVEN THOUSAND XINE HUB'DRED .rINETY ($11, 990. UO) DOLLARS
lewlu/ nNmJ a/ Me United SMNI o/ Amerka, well and Mh pY b IM mfd qwt IE3 N UN xecand pN
m eM mil pert Ie`s d fRe /irll prt, m and MM eM mws/bq eN AIhoO d IIIm grsnp, eM rwrigt
w6ereul h MMJ mimwMged, HAVE gwnM, Migeiaed, mld, Nhmd, rlMled, mAud, mnreJd and
emlireNd eM Ar eMU Pieeen6 D 0 grenl, Mrpin. wll, .Ihn, mlwll, nlew, pm0 eW eaAirm
unb fM mW prt IES el lAe emend prt, THEZR HE iq3 mN OVigw. AS Te'NANTE
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ALL THAT CSRTAIN LOA OA ptECfi OF CROVND WITH THE HUILD IN 03
AND tH-AOYENENt3 THSASON SRECTED, SZTVATE IH LOWEq ALLSW TONN-
SHIP, CUNHEALAND COUNTY, FENNSYLVINIA, BEING XNOVN AS LOT FD.
¢5, BLOCK r~rt, ON RAH No. 6 OF HIGHLAND E$TATE3 DEYELOPWENT
NADE BY D. F. RAFFENHDSAOEq, .RSCIS TSA£D $Uq VEYgp, LSXOYN@, fJENNl
SYL YAN IA, DA Tm'D JUN@ 9, I9SO, AND A5COq-ED IN FLAN BOON ¢, FADE'
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OHOY£ NENTION@D -LANJ THENCE IN A $O bTX£A3TEALY DIAECTIL'N ALONG
ffifi SO UTNM83TERLY SIDE OF HIGHLAND CZACLS ON TH6 IRC OF d CIRCLB
ON A LING CUAYING TO TH@ LEFT HAVING A AAOIUS qF' FOATY (¢O) FEET
THE IRC DISTANC@ OF THIRTY THREE AND FIFTY TNO O.NE-HUN-RSD TXS
(33.52) FE ST TO A POINT] THENCE EX Tb•ND INC SOVTHWE3TWAgDLY NIN@TY
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T£e'N AND 3EYENTY 3IX ONE-HUN-RSD 9'X3 (13.76') !'ES'T TO A -O INTj
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POINT) TH@NCe^ SXTe'ND ZNO NOATHEAS TWAADLY O,Vfi HUNDgED 3b'YEN (I U7)
FE d'f TO THE SUUTHME3TEALY SIDE OF HIGHLAND CIRCLS, THE FIfl3T
NtNTIONSO POINT AND PLACE OF BEGINNING,
BEIiIC TXF. 3AXF. PpENI8E3 WMICX FAANC IS B. J. BAANACAH AND ~~
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A@COAD ED IM TXS CVXB@pLAND CDUNTY R@COgD@q I3 GFFICE IN DEED
BOOB nN N, yOL• j¢, PROS 250, OAINT80 AND CONVEYED UNTO %TANETX '
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De.ry Recadr
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Tax Mapper
Cumberland County, PA
mom
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,..;
2009 HIGHLAND CIRCLE
PIN: 13-23-0549-043
Deedbook: 00178-00491
Owner: LUCKENBAUGH, RICHARD CHAS
Land Use Code: 101
Property Type: R
Acreage: 0.15
Square Feet: 1015
Taxable Status: T
Clean & Green Status:
Land Assessed Value $: 28000
Building Assessed Value $: 83200
Total Assessed Value $: 111200
Sale Price $:
Sale Date:
Year Built: 1950
Municipality: LOW ER ALLEN TOWNSHIP
Height in Stories: 1
Type of Dwelling: DETACH
Primary EMedor: Aluminum
Basemen[ Percentage: SLB
qtr Conditioning: NO
total Rooms: 5
Bedrooms: 3
Full Bath: 1
Half Bath:
Copyright 2011 Esri. All rights reserved. Mon Aug 27 2012 01:48:21 PM.
002027
BK 1064PG 1013 ~,~
f~ ~~~
~~
D E
THIS INDENTURE, made this ~~~of he year nineteen
hundred and ninety-nine (1999) by and betwee .
WOLF RUN DEVELOPMENT, A LIMITED PARTNERSHIP, Michael
Talapa, General Partner, all of Snow Shoe, Centre County,
Pennsylvania, party of the first part, GRANTOR,
-AND-
RICHARD C. LUCKENSAUGH and JACQUELINE C. LUCKENBAUGH,
husband and wife, as tenants by the entireties, to an undivided
one-half interest and PHILIP C. LUCKENBAUGH, to an undivided one-
half interest, said one-half interests to be held as joint tenants
with the right of survivorship, all of 2009 Highland Circle, Camp
Hill, Dauphin County, Pennsylvania, parties of they second part,
GRANTEES.
WITNESSETH, that the said Grantor, for and in consideration of
the sum of TWENTY-TWO THOUSAND NINE HUNDRED AND 00/1'00 (;22900.00)
DOLLARS, lawful money of the United States of America, paid by the
said Grantees to the said Grantor, at and before the sealing and
delivery of these presents, the receipt whereof is hereby
acknowledged, has granted, bargained, sold, conveyed, released and
confirmed, and by these presents does grant, bargain, convey, sell,
release and confirm unto the said Grantees, their heirs and
assigns.
ALL thnt certain messuage, tenement and tract of lend situate in
the Township of Snow Shoe, County of Centre .and State of
Pennsylvania, bounded and described as follows, to-wit:
BEGINNING at a set 3/4 inch iron rebar; thence slang Lot No.
16, South 23° 57' 53" West, a distance of 782.9C1 feet to a
set 3/4 inch iron rebar; thence along Lot No. 15, South 86°
47' 04" west, a distance of 2316.70 feet (through a set 3/4
inch iron rebar on the No. 11 Road right-of-way line) to a
point on the centerline of No. 11 Road; thence along the
centerline of No. 11 Road, the following courses and
distances: North 04° 13' 06" East, 88.35 feet to a point, by
a curve to the left with a radius of 800.00 feet„ the chord
of which is North 02° 07' 52" East, 58.27 feet t:o a point;
North 00° 02' 38" East, 147.16 feet to a point, by a curve to
the right with a radius of 800.00 feet, the chord of which is
North 03° 16' S0" East, 90.34 feet to a point; North 06° 31'
03" East, 167.43 feet to a point; by a curve to the left with
a radius of 275.00 feet, the chord of which is North 06° 59'
c.c.a.o.a. pd g5 VDz
itv ]-2-9
BK 1064PG 1014
49" West, 128.06 feet to a point; North 20° 38' 18" West,
33.80 feet to a point; thence along Lot No. 13, North 88° 47'
04" East, a distance of 1687.79 feet (through a set 3/4 inch
iron rebar on the No. 11 Road right-of-way line) to a set 3/4
inch iron rebar; thence along Lot No. 12, North 88° 47' 04"
East, a distance of 941.53 feet to a set 3/4 inch iron rebar,
the place of beginning.
CONTAINING 40.0 acres and BEING known as Lot No. ]i4, as shown
on a plan prepared by Hess and Fisher Engineers, Inc., titled
"Final Site Plan, Wolf Run Camps, Subdivision No. 2", dated
December 15, 1997, and recorded in Centre County flat Hook 55
at pages 58 - 62, and being known as Centre County Uniform
Parcel Identifier Tax Parcel Number 2-B/eS"
BEING a portion of a larger tract of land which became vested
in Wolf Run Development, L. P., the Grantor herein, by deed
from Nancy J. Carlin, dated October 19, 1995, recorded in
Centre County Record Book 841, page 658 on December B, 1995.
ALSO, UNDER AND SUBJECT to the Proposed Covenants and
Restrictions in Wolf Run Campo, Snow Shoe Township, PA, dated
January 27, 1998 and recorded in Centre County Record Book
974, page 807 and the By-Laws of Wolf Run Camps Property
Owners Association, dated January 27, 2998 and recorded in
Centre County Record Hook 974, page 800.
ALSO, UNDER AND SUBJECT to the Declaration of Private Right-
of-Way, dated January 27, 1998 and recorded in Centre County
Record Book 974, page 794.
EXCEPTING AND RESERVING THEREOUT AND THEREFROM ell. of the oiI
and gas rights to the hereinabove described premises.
UNDER AND SUBJECT to all existing easements, restrictions and
conditions of record.
TOGETHER with all and singular the buildings and improvements,
ways, streets, alleys, driveways, passages, waters, water-courses,
rights, liberties, privileges, hereditamenta and appurtenances,
whatsoever unto the hereby granted premises belonging, or in any
wise appertaining, and the reversions and remainders, rents,
issues, and profits thereof; and all the estate, right, title
interest, property, claim and demand whatsoever of them, the said
Grantors, as well as in equity, of, in, and to the same.
- 2 -
8!(106GPG{015
TO HAVE AND TO HOLD the said premises, with all. the buildings
and improvements thereon erected, hereditaments and premises hereby
granted or mentioned and intended so to be, with the appurtenances,
unto the said Grantees, their heirs, successors and neaigna to and
for the only proper use and behoof of said Grantees, their heirs
and assigns forever.
AND the said Grantor, for himself, his heirs, executors and
administrators does covenant, promise and agree, to and with the
said Grantees, their heirs and asalgns, by these presents, that
they, the said Grantor and his heirs, all and singular the
hereditaments and premises hereby granted or mentioned and intended
so to be, with the appurtenances, unto the seid Grantees, their
heirs and assigns, against them, the snid Grantor, his heirs, and
against all and every person artd persona whomsoever lawfully
eclaiming or to claim the same or any part thereof, by, from or
under him, her, them or any of them, shall and will, subject ae
aforesaid SPECIALLY WARRANT and forever DEFEND.
IN WITNESS WHEREOF, the party of the first part hoe hereunto set
hie hand and seal the day and year first above written.
SEALED AND DELIVERED IN THE
PRESENCE OF:
I hereby certify,
herein is as follows:
WOLF RUN DEVELOPMENT,L.P.
CERTIFICATE OF RESIDENCB
that the precise residence of the Grantees
'!\ orney or Agent for Grnnteee
- 3 -
STATE OF PENNSYLVANIA
BK1064PGIOi6
COUNTY OF (': lllv~~ ) SS:
On this, the ~dny of 1999, before
me, a Notary Public, the undersigned officer, personally appeared
Michael R. Talapa, General Partner of WOLF RUN DEVELOPMENT, L.P.,
whose name(s) is/are subscribed to the within instrument, and
acknowledged that they executed the same for the purpose therein
contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal.
Commonwealt of Pennsylvania )
~1,: ) SS:
County of .v/~ )
RECORDED in the Office for Recording of Deeds, etc, in and
for said County, in Record Book No. ~0~~ , page ~Q~„~j
WITNESS my Hand and Official Seal this~~day of~~~~uBiLf~'
~~~~
Reco er of Deeds o ~ m
tL n ~
~ rn w
~"' p o r.- o
JOHN R. MILLER, JR., ESQIIIRE ~ m a =-e
MILLER, RISTLER, CAMPBELL ~
o o -o °
NILLER, WILLIAMS i BENSON, INC. 3 c ° ~ y
124 NORTH ALLEGHENY STREET ~p ~ r°n ~ o
BELLEFONTE, PA 16823 K o m o
~
CO N b
- 4 -
2012 SCHOOL REAL ESTATE TAR NOTICE
BALD EAGLE AREA SCHOOL DISTRICT
SNOW SHOE TOWNSHIP
Make Check Payable To:
MARIE S. TOBIAS, TAX COLLECTOR
PO BOX 337 114 ST. MICHAEL'S LANE
CLARENCE, PA 16829 PH 814-387-4249
Hours: HOURS: TUESDAY lOAM-2PM & 6PM-8PM
OTHER TIME BY APPOINTMENT
Taxes are due and payment is requested from:
LUCKENBAUGH, RICHARD C & JACQUELINE
& PHILIP C LUCKENBAUGH
2009 HIGHLAND CIRCLE
CAMP HILL PA 17011
Bill Date:07/01/2012 ControlN: 0212-5 0006607
~ RETURN THIS TOP PART IF PAYING IN FULL I
Parcel ;y: 02-008-,095-,0000- Prop. Type AS
Property Location and Description: Assessment:
210 ELEVEN RD L= 3,735
B= 8,975
T= 12,710
Tax Description Rate Amount
SCHOOL PROPERTY 46.SSOOM 617.07
IF PAID BY AUG 31 -2~ PAY 604.73
FROM SEP O1 THRU OCT 31 PAY 617.07
ON OR AFTER NOV O1 +10~ PAY 678.78
Last day to pay Tax Collector 12/31/2012 Delinquent real estate taxes will be re IIIINII I Ili III IaIII I tII I II Ile III IIN Iltyll III Ilu im Bureau and
will be subjected to interest at the rate of 9% per annum. Additional charges aze applicable. Payment of returned taxes shall be made to the
County Tax Claim Bureau. For Assessment questions call 814-355-6721. Include addressed stamped envelope if return receipt required.
NOTICE OF PROPERTY TAX RELIEF
Your enclosed tax bill includes a tax reduction for your homestead and/or farmstead property. As an eligible homestead and/or farmstead
property owner, you have received tax relief through a homestead and/or farmstead exclusion which. has been provided under the
Pennsylvania Taxpayer Relief Act, a law passed by the Pennsylvania General Assembly designed to reduce your property taxes.
CALCULATIONS FOR ACT 1 -HOMESTEAD FARMSTEAD EXCLUSION
Assessed Value
Amount of Tax
Original Homestead Farmstead New Amount
Before Tax Exclusion Percentage Exclusion Percentage After your
Relief Ad'ustment A roved Ad'ustment A i roved Exclusions
12,710 0 O. oO 0 0.00 12,710
617.07 0.00 0.00 617.07
IF YOU TAKE ADVANTAGE OF THE INSTALLMENT PLAN, YOU FORFEIT THE DISCOUNT OPTION.
[f a taxpayer fails to make two or more payments on time in the current year, they are ineligible to take part in the instalhnent plan
or the next school fiscal tax year. The tax office is accessible to persons with disabilities. Please contact the tax office should additional
urangements be necessary to accommodate your specific needs. Failure to receive notice shall not relieve any taxpayer from the payment
>f any taxes imposed by any taxing district and such taxpayer shall be charged for his taxes as though he had received notice.
(~~s f 't-cs~ ~o~ Sn6c.~ SGwe Prop~~~c
Parthemore Funeral Home & Cremation Services, Inc.
P.O. Box 431
1303 Bridge Street
New Cumberland, PA 17070-0431
(717) 774-7721
Mrs. Jacqueline C. Luckenbaugh
2009 Highland Circle
Camp Hill, PA 17011
Statement
DATE
1/13/2012
AMOUNT DUE AMOUNT ENC.
$0.00
DATE TRANSACTION AMOUNT BALANCE
11/29/2011 Balance forward 0.00
12/01/2011 INV #2528. Due 12/31/2011. 11,198.75 11,198.75
12/30/2011 PMT #102. Jacqueline C. Luckenbaugh -11,198.75 0.00
01/02/2012 PMT #834264.121511VA-2 -100.00 -100.00
01/13/2012 CHK #1074. • ".1~C~OSC~~ 100.OD 0.00
\
~~
`
,
~~
~~
y~ "l
CURRENT 1-30 DAYS PAST 31-60 DAYS PAST 61-90 DAYS PAST OVER 90 DAYS
AMOUNT DUE
DUE DUE DUE PAST DUE
0.00 0.00 0.00 0.00 0.00 $0.00
Please don't hesitate to call our office if we maybe of assistance. Thank you.
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17613
LUCKENBAUGH RICHARD C
Receipt Date: 12/16/2011
Receipt Time: 11:03:51
Receipt No.: 1068100
Estate File No.: 2011-01341
Paid By Remarks: PHILIP C LUCKENBAUGH
CJ
------------------------ Receipt Distrib ution ------ ------- ------- ----
Fee/Tax Description Payment Amount Payee NamE;
PETITION LTRS TEST 30.00 CUMBERLANL) COUNTY GENERAL FUN
WILL 15.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 12.00 CUMBERLANL) COUNTY GENERAL FUN
JCS FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5.00
---------- CUMBERLAND COUNTY GENERAL FUN
-
Check# 291 -----
$85.50
,
Total Received......... $85.50