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HomeMy WebLinkAbout08-28-121505611185 EX ( J 02 I1)(FI) OFFI IA USE ONLY REV-1500 '- PA Department of Revenue County Cotle Year Fila Number Bureau of Individual Taxes INHERITANCE TAX RETURN 20 12 0307 PO BOX 260601 Harrisburg, PA 17129-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Date of Death MMDDYVVY Date Of Blflh MMUDYYYV SOCI91 SeCU(Ily NUmbef M I Suffix Decedent's First Name Decedent's Last Name W ODELL SUTTON (If Applicable) Enter Surviving Spouse's Information Below MI Suffix Spouse's First Name Spouse's Last Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ _ REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 3. Remainder Return (Dale of Death Supplemental Return ^ ^ 2 ® 1. Original Return . prior to 12.13-82) ^ ited Estate 4 Li ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate lax Return Required m . death after 12-12-82) Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes ^ 7 ® 6. Decedent Died Testate (Attach Copy of Will) . (Attach Copy of Trust.) 9113(A) r Sec ~ ^ 9. Litigation Proceeds Received . ^ 10. Spousal Poverty Credit (Dale of Death t ~' Attach Schedule O) Between 12-31-91 and 1-f -95) ( E DIRECTEn, Name STANLEY A THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIADaylircleFTE ephone Number a SMITH, ESQUIRE 71'7-233-5731 REGISTER OF WILLS USE ONLY p O 2~ First Line of Address ~ts~ n ~' ONE S• MARKET STREET c ^~ n. ~ ~ ~ w Second Line of Address ~ >~-~~ OC - •" ?o P. 0• BOX 1146 State ZIP Code City or Post Office HARRISBURG PA 17108 CJ7 c_ ): a"? r /'I C'J ¢;iC7 cn '17 r ~~ _[~ r ti7 -~~ e- r-, '~ O z, Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this rotum, including accompanying achetlulea end atetements, end to the best d my knowledge entl belief, it is true, correct entl complete. Declaration of preparer other then the personal roproaentetive is Oeaed on all inbrmation of which preparor has any knowledge. ..v.uw,r ~r,v nc oFRC(1N RFRPON R FILING RETU QATE 9,1 - 2G ~ Z C/0 RHOAD & SINON L SIGNATUR O A ADDRES - RHOADS & SINON LLP 1505611185 0 BOX 1146, HARRISBURG, PA 17108 DATE ~/ 7-2d PO BOX 1146,_ HARRISBURG, PA 17108 Slde t OM4647 3.000 1505611185 1505611285 REV-1500 FCC (FI) Decedent's Social Security Number ODELL W Decedent Na a SUTTON RECAPITULATION 1. Real Estate (Schedule A) ~ ' ' 1~ 150,~~U • 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 antl Miscellaneous Personal Property (Schedule E) 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 8. 7. Inter-Vivos Transfers & Miscellaneous No^n-PProbate Properly (Schedule G) Separate Billing Requested 7. B. Total Gross Assets (total Lines 1 through 7) ................. g, 9. Funeral Expenses and Adminisbative Costs (Schedule H) ............. 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) . 10. 11. Total Deductlona (total Lines 9 and 10), ..... 11. 12. Net Value of Estate (Line 8 minus Line 11) .... . 12. 13. Charitable and Governmental BequeslslSec 9113 Trusts for which an election to tax has not been made (Schedule J) , .. .. 13. 14, Net Value SubJect to Tax (Line12 minus Line 13) . 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable al the spousal tax rate, or lransters unSier Sec. 9116 16. Amount of Line 14 xable 4~ 0 • 00 at lineal rateX.O 18. 17. Amount of Line 14 taxable at sibling rate x .12 78 , 838 • 54 17. 18. Amount of Line 14 taxable at collateral rate X .15 15 7, 6 7 7. 0 8 18. 19. TAX DUE ...... 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611285 OM4848 3.000 o•oo ~•~~ 0•~~ 128,863.83 ~•~~ o•oo 278,863.83 39,032.39 3,315.82 42,348.21 236,515.62 ~•~~ aa6,515.62 0•~~ ~•~0 9,460.62 23,651.56 33,112.18 1505611285 Flle Number Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) ' 2. Credits/Payments A. Prior Payments 34 , 020.00 B. Discount 2 154.64 3. Interest (1) _ 33,112.18 Total Credits(A+B) (2> _ 36,174.64 (3) _ 0.00 4. If Line 2 is greater than Line 1 * Line 3, enter the difference. This is the OVERPAYMENT. 3 , 06 2 • 4 6 Fill In boz on Pege 2, Line 20 to request a refund. (4) - 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) - Make check payable to: REGISTER OF WILLS, AGENT. oLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and . a. retain the use or income of the property transferred ................. . b. retain the right to designate who shall use the property transferretl or its income ........ . c. retain a reversionary Interest .............................::::: tl. receive the promise for life of either payments, benefits or care? ............ . 2. If death occurred after Dec. 12, 1962, did decedent transfer property within one year of death .. without receiving adequate consideration? ........................... Did decetlent own an "in trust for" or payable-upon-death bank account a security et his or her deeth7 3. 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, antl before Jan. 1, 1995, the tax rate imposed on the net value of lrensfrzs to or for the use of the surviving spouse is 3 percent [72 P.S. §9118 (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 tleath 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 lintel beneficiaries Is 4.5 percent, except as noted in [772 P.S. §9118(a)(1)J. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decetlent, whether by blood or adoption. OM48]1 2.000 REV-15DZEX~(01.,D) SCHEDULE A Pennsylvania DEpppTMENroR REVENUE REAL ESTATE INHERITANCE TAX RENRN RESIDENT DECEDENT FILE NUMBER: ESTATE OF: 20 12 0307 1 n All real property owMtl solely or as a tenant in common must be reported at hlr market value. Fair market value is tlt>finetl es the price at whkh property would De eXChangatl betweenRNi Ilinog~~ Nat IsJoinitlycwnetl whh dght of survlvorehip mus M tliultosstl on S hetlulsl FknovAedge of the robvant fads. P Attech a copy of the eettbment sheet if the property has Deen sold. VALUE AT DATE ITEM Include a copy of the tleed showing decedent's interest i(avmed ea tenant in common. OF DEATH NUMBER DESCRIPTION t, Real Estate located at 337 Regent Street, Camp Hill Borough, Cumberland County, PA 17011, Deed Book 24K, Page 283 sold at auction on 06/13/2012. 150,000.00 (Settlement Sheet Attached) TOTAL (Also enter on Line 1, Recapilulahon.) 5 150 , 000.00 aw<sss z.opo If more space is needed, use addidonal sheets of paper of the same size. REV450a EX~(1,., 01 SCHEDULE E Pennsylvania DEPARTAENi OF REVENUE CASH, BANK DEPOSITS, St MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIOENTOECEDENT FILE NUMBER: ESTATE OF: 20 12 0307 Odell W. Sutton Include the proceatla of litigation and the date the pracaeda were receNetl by the estate. t be disclosed on SeheduNe F. i mus All ro art ointl owned wkh rl ht of survlvorsh VALUE AT DATE REM OF DEATH NUMBER DESCRIPTION 7. PNC Checking Acct. #5005182758 97,807.75 (See Attached) 2 Walla Fargo Checking Account #1010201011049 15,094.02 (See Attached) 3 Wells Fargo Savings Account #1010230779646 2,205.32 (See Attached) 4 Tangible Personal Property 6,543.00 (Appraisal Attached) 226.00 5 Cash found in Wallet 7,074.00 6 Cash found at time of death. 983.84 7 Red Cross Pension Check 155.87 8 Refund from Capital Blue Cross 239.00 g Refund of Erie Homeowner's Insurance 35.00 10 Refund from Tri-COUnty,Blind Radio 11 Adjustments made to selling price of home at 337 Regent Street, Camp Hill, PA shown on Settlement Sheet dated 500.03 07/06/2012. Reimbursement of County taxes paid from 07/06/12 - 12/31/12 $511.00 and Trash charges paid from 07/06/12 - 09/30/12 $43.12. Lees Sewer charges from 07/01/12 - 07/06/12 $9.04 and School Taxes from 07/01/12 - 07/06/12 $35.05 and a Notary Fes of $10.00. 83 If more apace is needed, use addeionel sheets of paper of the same size. OW<6A0 ].000 REV-1511 EX~ (10091 Pennsylvania CEPARIMENTOF REVENUE iuvcaiTnNCE TAX RENRN SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF 20 : n n~n7 Decetlent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: t Office of Catholic Cemeteries 810.00 Payment of interment on 03/05/2012. 231.00 Total from continuation schedules . g. ADMINISTRATIVE COSTS: 11, 500.00 ~, Personal Representative Commissions: ae..... ng Tr Name(s) of Personal Representative(s) iti' - -- -- Street Address 305 Candleli ht Drive - Ciry Cam Hill State PA ZIP 17011 - Year(s) Commission Peid: 11,500.00 p, Attorney Fees: Family Exemption: (Ii decedent's address is not the same as claimant's, attach e1¢lanation.) 3_ Claimant Street Address State ZIP Ciry Relationship of Claimant to Decedent 423.50 q, Probate Fees: 5. Accountant Fees: B, Tax Return Preparer Fees: 7. 1 Cumberland Law Journal 75.00 Advertising of Letters 2 The Patriot & Evening News 158.03 Advertising of Letters 14,334.86 Total from continuation schedules . TOTAL (Also enter on Line 9, Recaphulation) ~ $ 39 , 032.39 If more space is needed, use additional sheets of paper of the same size 9WdBAG ].000 Estate of: Odell W. Sutton Schedule H Part 1 (Page 2) 20 12 0307 ltem Amount No. Description 2 Good Shepherd Caring Tesm 100.00 Payment of funeral luncheon. 3 Myers Funeral Home - Payment of balance not covered 131.00 by burial fund. 231.00 Total (Carry forward to main schedule) Estate of: Odell W. Sutton Schedule H Part 7 (Page 2) 20 12 0307 3 Robbie Auctions 250.00 Appraisal of Tangible Personal Property. 4 Clock Doctor 169.60 Service grandfather clock. 5 Patrick Charlton 3,318.33 Payment of painting interior of home. 6 Barbara Fenwick - Reimbursement for the purchase of 375.44 paint. 7 Robbie Auctions of contract for auction to be i ng Amount owed at sign 900.00 held June 13, 2012. 8 PA American Water 92,93 Service to home. 9 Penn Waste 45.75 Service to home. 10 P P & L 164.91 Service to home. 11 UGI Utilities 98.82 Service to home. 12 Paul Gnazzo 560.00 Payment for lawn care. 13 John Freidhoff - Payment of electrical work done in 80.00 home. 440.00 14 Bryan Worthington - Yardwork 1,052.85 15 Janet Miller, Tax Collector 150.00 16 Boro of Camp Hill - Quarterly Sewer Payment 17 Patricia A. Black Abstracting - Payment of title 50.00 search 18 Exit Realty Martin Group - Commission charged on 1,500.00 sale of property 19 Robbie Auctions - Commission charged on sale of 4,500.00 property. 13,708.63 Tota l (Carry forward to main schedule) Estate of: Odell W. Sutton Schedule H Part 7 (Page 3) 20 RSR Realtors Appraisal of property located at 337 Regent Street, Camp Hill Borough, PA 17011. 21 Rhoads & Sinon LLP - Payment of out of pocket expenses 22 Wells Fargo Checking Account #10102011011049 - atop Payment Total (Carry forward to main schedule) 20 12 0307 450.00 151.23 25.00 626.23 REV-054 EX+(12-08) SCHEDULE Pennsylvania DEPARThENT OF REVENUE DEBTS OF DECEDENT, RTGAGE LIABILITIES Sr LIENS INHERITANCE TPX RETURN MO RESIDENT DECEDENT FILE NUMBER ESTATE OF 20 ]L2 0307 Odell W. Sutton ior to death that remained unpaW at the tlate of death, including unrelmburaed medical expenses. t Report debts Incurred by the deceden pr VALUE AT DATE ITEM OF DEATH DESCRIPTION NUMBER I~ Golden Living Nursing Home 1,156.00 Payment of Co-pay. 2 Marjorie Smith 990.00 Payment of wages earned as a caregiver. 3 Pat Bechtel 510.00 Payment of wages earned ae a caregiver 4 Darlene Steiner 300.00 Payment of wages earned as a caregiver. 5 Camp Hill Emergency Physicians - Payment of invoice for 90.90 call on 01/23/2012. 6 A T 6 T 40.06 Service to home. 7 IPA American Water I 26.25 Service to home. 8 (Penn Waste 45.75 Service to home. 9 IP P fi L 47.53 Service to home. 10 UGI Utilities I 109.33 Service to home. If more space is needed, Insert additional sheets of the same size. 8Wd8AH 2.000 REV-1513 EX+ (Ot-10) Pennsylvania DEPARTA'ENr OF REVENUE INHERITANCE TAX RETURN RESIDEM DECEDENT ~MBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY I TAXABLE DISTRIBUTIONS Tins Ga9t 18 (a)p(1 Z)~ isinDutions and trenefers under 1, Paul Sutton 13 Beech Street Homer City, PA 15748 One Third of Residue: 78,838.54 2 Marlene Gelbach 1 Winsor Drive Indiana, PA 15701 One Third of Residue: 78,838.54 3 Donella R. Sutton 308 Saddlebrook Drive Indiana, PA 15701 One Third of Residue: 78,838.54 FILE NUMBER: 20 12 03 7 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustlw(s) OF ESTATE Brother Niece Sister-in-law ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S'~HEET, AS APPROPRIATE. II NOIaTAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. e. CHARITABLE AND GOVERNMENTAL DISTRIBUTONS: 1. SCHEDULE J BENEFICIARIES TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 73 OF REV-1500 more space is neetled, use additional sheets of paper of the same 78,838.56 78,838.54 78,838.54 9W48AI P.000 ESTATE OF ODELL W. SUTTON S SN: 159-14-723 8 DOD: 03/01/2012 PA INHERITANCE TAX RETLJRN -FORM RE'V-1500 INDEX TO EXHIBITS Document 1. Last Will and Testament and Codicils 2. Settlement Statement for sale of property at: 337 Regent Street, Camp Hill, PA 17011 3. Letter of valuation re PNC checking account 4. Letter of valuation re Well Fargo checking and savings accounts 5. Appraisal ,household and personal property Return Reference Page 1, Box 6 Schedule A, Item I Schedule E, Item 1 Schedule E, Items 2 & 3 Schedule E, Item 4 857273.1 OF ODELL W. SUTTON I, ODELL W. SUTTON, of Camp Hill, Cumberland County, Pe:nnsylvania, being of sound and disposing mind and memory, do make, publish and declaze this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. I am married to RAPHAEL P. SUTTON (hereinafter referred to as "My Spouse") and I have no children. TANGIBLE PERSONAL PROPERTY. I give and bequeath all of my household furniture and fiunishings, automobiles, books, pictures, jewe]ry, china, crystal, appliances, silverware, weazing appazel, articles of household or personal use or adornment, collections and artwork, to My Spouse, if My Spouse survives me. If My Spouse does not survive me, I direct my Executor to distribute such articles among my friends and my and My Spouse's relatives as my Executor, in my Executor's sole and absolute discretion deems to be appropriate. Such articles not distributed in kind by my Executor shall be sold and the proceeds thereof shall pass as a part of my residuary estate. 2. RESIDUE -IF MY SPOUSE SURVIVES ME. I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this Wi11, to My Spouse, if My Spouse survives xr.e. 3. DISTRIBUTION IF SPOUSE DOES NOT SURVIVE ME. If My Spouse does not survive me: Page 1 of 5 Pages fil 1559.1 LAST WILL AND TESTAMENT l (a) I direct that the following bequests be paid: (i) Thirty Thousand Dollars ($30,000.00) to CECELlA ROSE SPERA, 555 Brentwater Road, Camp Hill, Pennsylvania, if she survives me, or if she does not survive me, to her issue living at my deat]s, per stirpes. (ii) Twenty Thousand Dollars ($20,000,00) to BRICE and KRISTLNE ARNDT, 346 Regent Street, Camp Hill, Pennsylva~iia, jointly if they both survive me or entirely to the survivor if only one survives me. If neither of them survives me, this bequest shall lapse and be null and void. (iii} Five Thousand Dollazs ($5,000.00) to JAMES and DONNA LEE McCALL, of 331 Regent Street, Camp Hill, Pennsylvania, jointly if they both survive me or entirely to the survivor if only one survives me. If neither of them survives me, this bequest shall lapse and be nual and void. (iv} Five Thousand Dollars ($5,000.00) to PAUL anal LUCY GNOZZA, of 3S5 Regent Street, Camp Hill, Pennsylvania, jointly if they both survive me or entirely to the survivor if only one survives me. If neither of them survives me, this bequest shall lapse and be null and void. (v) Five Thousand Dollars ($5,000.00) to DAN OI.ANDER, of 4620 North Pazk Avenue, Suite 306E, Chevy Chase, Maryland, if he survives me, or if he does not survive me, this bequest shall lapse and be null and void. (vi) Five Thousand Dollars ($5,000.00) to CHRISTINE FORSHEA, of 24 Station Street, Homer City, Pennsylvania, i:f she survives me, or if she does not survive me, this bequest shall lapse and be null and void. (b) I give, devise and bequeath the residue of my estate remaining after the bequest set forth in paragraph (a) if My Spouse does not survive mein three equal shazes as follows: (i) One equal shaze to my brother, PAUL SUTTON, now of 13 Beech Street, Homer City, Pennsylvania, if he survives me. ]:f Paul does not survive me, this share shall be divided between the other shares of my estate under pazagraphs (b)(i) and (ii) of this ITEM. Page 2 of 5 Pages -' -~`-- (ii) One equal share to my brother, EUGENE R. S U'1"ivN, or 308 Saddlebrook Drive, Indiana, Pennsylvania, if he survives mF;, or if he does not survive me, to his wife, DONELLA SUTTON, if she survives me. If my brother, Eugene, and his spouse both die before me, the share of such residue passing under this paragraph (b)(ii) shall be distributed to Eugene R. 5utton's issue living at my death, per stirpes. (iii) One equal share to my niece, IvIARLENE GELB AUGH, of 1 Winsor Drive, Indiana, Pennsylvania who has always been a great help to our family if she survives me, or if she does not survive me, to ]Vlarlene's issue living at my death, per stirpes. 4. FIDUCIARY POWERS. In the settlement of my estate, my Executor shall possess, among others, the following powers, exercisable without. prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor may deem it advisable to my estate so to do, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates. (b) To vary investments, when deemed desirable by the Executor, and to invest in every kind of property and type of investment, including securities owned, issued or underwritten by any corporate Executor or atry of its affiliates, or as to which such Executor or its affiliate acts as investment advisor, as the Executor shall deem wise. (c) In order to effect a division of the principal of my estate or for any other purpose, including any final distribution of my estate, my Executor is authorized to make said divisions or distributions of the personalty vrd realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. Iu making any division or distribution in kind, my Executor shall divide or distribute said assets in a manner which will. fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my estate, any or all real or personal estate or interest therein owned by my estate severally or in. conjunction with other persons ox acquired after my death by my Executor, and to consummate Page 3 of 5 Pages ~`~~~~ icf' lent deeds or other tmsrimient o the pur h c~ ~ ~ - ~~~ sazd sale or sales by s -. ,--- --____._. -~......g ., y ~ p p. p PP :r or purchasers, conve m a fee sim le ritle free and clear of all trust and wiithout obli ation or liabilit of the urchaser or urchasers to see to the a liczRion of the purchase money or to make inquiry into the valydrty of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in tYds Will. (e) To pay all costs, expenses, legally enforceable debts, funeral expenses and chazges in connection with the administration of my estate. (f) To compromise controversies. (g) To disclaim, in whole or in part, any and all interests in property owned by me at the time of my death, including those passing to me by Will, intestacy, contract, joint ownership, operation of law or otherwise. 5. CUSTODIAN OF ESTATES. If at any time any individual under the age of twenty-one shall be entitled to receive any assets free of trust by reason of my death, whether payable hereunder, by operation of law, contract or otherwise, I appoint my Executor hereinafter named or such person appointed by such Executor as Custodian for such individual under the Pennsylvania Uniform Transfers to Minors Act. 6. TAX CLAUSE. All inheritance, estate and similar taxES becoming due by reason of my death ("Death Takes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the residue of my estate as aii expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even thougki paid with respect to proceeds of insurance or other property not passing under this Will. EXECUTOR APPOINTMENT. I hereby appoint CECELIA R. SPERA, of Camp Hill, Pennsylvania, as Executrix of this Will. If for any reason Cecelia R. Spera should fail Page 4 of 5 Pages as Executor in hei All references in this Will to my "Executor" shall refer to my originally named Executrix or to my successor Executor, as the case maybe. WAVER OF BOND. My Executor shall qualify and serve without the duty or obligation of filing any bond or other security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding four (4) pages, this ~ day of Uc U 5. , 2006. ___ ti~ ~,~,~J-~- G~ (SEAL) .Odell W. Sutton We, the undersigned, hereby certify that the foregoing Will was 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 and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory, (SEAL) Residing at ~~gYVZR ~~ .(SEAL) Residing Page 5 of 5 Pages li...., .. ._. ~...~~-. .... .::: -. :".-. _'r~^a..MS.as, ~w~}.ry.P'nb1'n""r^+rom-a COUNTY OF C`'"""~''~~~ We, ODELL W. SUTTON, ~~~tq~~u~and ` the Testator and the Witnesses, respectively, whose names are signed to the foregoing in meat, having been sworn, do hereby declare to the undersigned officer that the Testator, in the presence of the Witnesses, signed said instrument as his Last Will and Testament, that he signed voluntarily, that each of the witnesses, in the presence of the Testator and of each other, signed said Will as a witness and that to the best of the knowledge of each witness, the Testator was at the time of sound mind and under no constraint or undue ioril3ue/EO/e:- _ ' Odell W. Sutton Wi s J Witness Subscribed and acknowledged before me by ODELL W. SUT'T'ON, the Testator, and subscribed and sworn to before me by ~-~-~' • t~••~_°~ «'~="tf~- and ~'h ~ ,,,, ~ Ka~c~t ,the witnesses, on this ~ day of _~~~ ~- "~ ("~ 2006. .._ - ~~ NotaryRi 'c My Commission Expires: (SEAL) COMMONWEALTH 'OF PENNSYL4AN[A Notarial Seal Cuedy L, Leitzel, Notary Public City of Ha<risbur~;, Daupbia Co~miy My Commission Expires Dec. 2, 2996 Mnneer, Fe~msylvgils Associattnn of Nolarles „~~ BROADS & SINON L~ AMOrney¢ Dedicated b }brv Success„ CODICIL TO THE LAST WILL AI\'D TESTAMENT OF ODELL W.SUTTON I, ODELL W. SUTTON, of Camp Hill, Cumberland County, Pf;r7nsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be a Codicil to my Last Will and Testament dated August 9, 2006, as amended by Clodicil dated September 3, 2010. I, I correct the second sentence of Item 3(b)(i) of my Will. to refer to paragraphs b(ii) and (iii), not (b)(i) and (b)(ii). IN WITNESS WHEREOF, I have hereunto set my hand and sea] to this Codicil ~'~ ' I~~th"~~.7th day of June, 2011. to my Last WiII and Testament, cQnsisti " of this 7~~~~~, ,- ; ~ l ~,,~: ~- -(SEAL) Odell W . Sutton We, the undersigned, hereby certify that the foregoing Codicil was signed, sealed,. published and declared by the above-r7amed Testator as and for a Codicil to his Last Will and Testament, in the presence of us, who at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that ~t-the tnff~ of the execution thereof, the said Testator was of sound and disposing mind and tir i (SEAL) Page 1 of 1 Page 819027.1 Rhoads & Sinon LLP PO Box 1148 ne outh Market Square,12th Floor Harrisburg, PA 17108.1146 Oa S non PO Box 1146 1are;-t2tri-Fi~or Harrisburg, PA 171D8-1146 717.233-5731 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND We, ODELL W. SUTTON, and the Testator and the Witnesses, respectively, whose names are signed to the foregoing instrument, having been sworn, do hereby declare to the undersigned officer that the Testator, in the presence of the Witnesses, signed said instrument as a Codicil to his Last Will and Testament, d7at he signed voluntarily, that each of the witnesses, in the presence of the Testator and of each other, signed said Codicil as a witness and that to the best of the knowledge of each witness, the Testator was at the time of sound mind and ><.nder no constraint or undue influence. Odell W. Sutton Witness Witness Subscribed and acknowledged before me by ODELL W. SUTTON, the Testator, and subscribed and sworn to before me by the witnesses, on this _ day of 2011. Notary Public My Comnussion Expires: and (SEAL) xxoADS ~~---- & SINON LLP Anornryr DeI¢nIt ra Your Srmnv. CODICIL TO THE LAST WILL AND TESTAMENT OF ODELL W. SUTTON I, ODELL W. SUTTON, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be a Codicil to my Last Will and Testament dated August 9, 2006. I. My Spouse, Raphael P. Sutton, died August 3, 2010 so all provisions in my Will in favor of My Spouse are hereby declared null and void. II. Because of the declining value of my estate, I revoke paragraph (a) of Item 3 of my will which included six (6) bequests which are now null and void. III. My brother, Eugene R. Sutton, has passed away, IV. I delete ITEM 7 ofmy will and provide the following new ITEM 7: 7. EXECUTOR APPOINTMENT. I hereby appoint my friend, WILLIAM G, FENWICK, JR., now of 305 Candlelight Drive, Canip Hill, Pemzsylvania, as Executor of this Will. If for any reason William G. Penwiclc, Jr. should fail or cease to act, I appoint my late spouse's niece, CECELIA R. SPERA, now of 551 Brentwater Road, Camp Hill, Pennsylvania, as Executrix i~u his place. Page 1 of 2 Pages ~ 1071.1 All references in this Will to my "Executor" shall refer to my originally named Executor or to my successor Executrix, as the case maybe. IN WITLESS WHEREOF, I have hereunto set my hand and seal to this Codicil to my Last Will and Testament, consisting of this page a,n/,d~'th(ef prec~ed,_in~g one (1) page, this 3"d day of September, 2010. n fj ~~ ~'` '`~''~ "`~`I [J~' -(SEAL) Ode11 W. Sutton We, the undersigned, hereby certify that the foregoing Codicil was signed, sealed, published and declared by the above-named Testator as and for a Codicil to his Last Will and Testament, in the presence of us, who at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. ~~~~ ~~~ ~~ r lL~^n cc~0..~7 ~-D~ ~4... 17 v ~? ~ -~~I~~° G~~ Page 2 of 2 Pages .~..~,~ret~r~l~t~~~;ri3°crp~P~l~s~°v~~:~-"'.' . ss: COUNTY OF CT TMBERLAND We, ODELL W. SUTTON, lYl~re,rtP_ ~ Smr~-LI and the Testator and the Witnesses, respectively, whose names are signed to the foregoin instrument, having been sworn, do hereby declaze to the undersigned officer that the Testator, in the presence of the Witnesses, signed said instrument as a Codic'.il to his Last Will and Testament, that he signed voluntarily, that each of the witnesses, in the prest;nce of the Testator and of each other, signed said Codicil as a witness and that to the best of the knowledge of each witness, the Testator was at the time of sound mind and under no constraint or undue influence, mot-!" ell . ~ ~c-o~i~ Subscribed and acknowledged before me by ODELL W. SUTTON, the Testator, and subscribed and sworn to before me by S"~r~o~tt,~ ~r^~'~~ a~ld ~~ 1;., ~ Gl., ~~-~, the witnesses, on this ~ day of __~~•~-~~^~'~ 2010. Notary Pub~~ My Commission Expires: (SEAL) COMMUNWEAL7H OF PENNSYLVANIA Notarial Seel Curdy L. Leltzel, Notary PuM~ CltyOi Harrishurg, Dauphin County My Commission Expires Dec.2, 2010 Msmbsr, Pennaylvanla Assodatlon of Notarise ~''I A. SETTLEMENT STATEMENT (HUD-I) . 3llN. - 1. ^ FHA 2. ~ FFiMA 3. Ll CONV. IJNMS. 4. ^ VA 5. ^ CONV. INS. fi m.F NllMBFTi: ]. LOAN NUMBER 4, ~ s; 8. MORTGAGE MS. CASE NO.'. °~. ,.. C. NOTE: This form is famished to give You a statement of actual settlemcnt torts. Amounts paid m and by the settlement agent ere shown. Items 6 d (p )" p 'd tt d N I g' hey are shown here for informational purposes and are not included in the mtals. D. NAME & ADDRESS Joseph W. Hoke E. NAME &ADDRESS The Estate Of Odell W. Sutton OF SELLER 337 R g mStreet- Camp Hill PA 17017 F. NAME & ADDRESS N/A G PROPERTY LOCATION' 337 R aent S[ree; Camp Hill PA 17011 _ H. SETTLEMENT AGENT: Assured Land Transfers, Inc. 301 Market Sveet Lemoyne, PA 17043 (i 17) 767-4720 PLACE OF SETTLEMENT:.Assured Land Transfers. Inc. 301 Mmket Sveet, Lemovne, PA. 1704' (717) 761-0720 t. SETTLEMENT DATE: 7/06/2012 .7. Summary pf Borrower's Transaction K. Summary of Seller's Transaction 100. Gross Amount Due From Borrower: 400. Gross Ame ant uue s o aeucr. 00 1 0 000 . . 5 401. Contract sales ncc 000 00 150 101. Cantmct sales du . . 402. Personal ro a;rry 102. Personal roe 103. Sealement char es to borrower (line 1400) 4.438.00 403. 404. 104. 405. 105. Ad'ustm is For Items Paid By Seller In Advance: Adjustments For Items Paid B Seller In Advance: to 406. Ci Mwn texts m 106. Ci Itown taxes 12/31/12 06112 t 511.00 40]. County tezes 0]/06/12 ro 12/31/12 511.00 o 107. County taxes 0]1 to to t 608. ASSessmena, t 108. Assessmen 12 609. Trash Char ;e ]/062012 to 9/302012 43,12 43 109. Trah Char a 7/062012 to 9/302012 . 410. 110, 411. 111. 412. 112. , ,, 120. Gross Amount Due From Borrower. 154,992.121 420. Gross Amount Due To Seller: to Adjustments For Items Unpaid By Seller: rAdjustments For Items Unpaid By Seller: m / m 220. Total Paid By/For I S 044 091 520. TotAlmount Due Seller. 6,054.091 302. Lcss amount paid by/for bortowcr (line 220) 15.044.09 602. Lns rcductioru in amount due seller (nne a[uI o,w. ~~ 139,948.03 603. Cash IX~iLO) (FROM) Seller: 744,500.03 303 Cash (IXIFROM) ~C[I'O) Borrower: ~~ rs~lntl (. Q JQII lL _ SB-0-3538-000-1 Pbvious Edi Is Obsolete C aC T V ~ ~ l~ yy j[ll (3-86) Form NO. IS 1 p~ ES 43052 3/86 ., ~~/\ Ln I.1C.e. Page 1 of 3 X~~` }-+-^'-"~'...._ ytrz---4 ~<rl 1 rve to 1'02. tin ec[i [ 13 4. 13 06. 7. 1308. 4q^ I tnnn T i s tl f h I' /03 S J d-!' 502 S 4Ann1_Ln V A V e. 10. SB-0-3538-000-1 Fo 0.1582 a~~ ~. ~: ~4er..~s-x~--.SL.-~ SELLER'S AND/OR BORROWER'S STATEMENT Escrow: 12-00162-ALT I have carefully reviewed the HUD-1 Settlement Satemem and to the best of my knowledge and belief, it is a the and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. Bo~owers/Purc~hese~rs ~~ ~7~+{° OF odW .SU~ lo ph7o W oke -~--9~e The HUD-1 Senlement Statement which I have prepared is a the and accurate account of this transaction. I have caused or will cause the funds to be disbursed in accordance v{{th this statet. Cy//~., Dace: ~/0'~/-~ Settlement Agent: Title Officer, Assured and Transfers, lnc. WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine or imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. Page 3 of l Pl~ar.27. 2Q12 9~.4~AM PNC BANK ~~~ LEAhlttB THE WAY March 27, 2012 Yvonne R Durham. Rhoads & Sinon LLP One South Market Sq 12thF1 P O Box 1146 Harrisburg, PA 17108-1146 RE; Odell W Sutton SSN: 159-14-7238 DOD: 03-O1-2012 Dear Ms. Dm'ham: In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Cheeldng Account Account # 5005182758 ODELL W SUTTON DOD balance: $ 97,807.70 ~- 0.05 accrued interest Interest paid OI-O1-2012 thru 03-O1-2012 ~ 1.78 YTD Safe Deposit liax The decedent maintained safe deposit box # C101 ODELL W SUTTON Located at: 32nd Street Branch 1400 Camp Hill Shopping Mall 32"d St & Rte 15 Camp 1-Till, PA 17011 (717) 761-2099 Established: 10-23-2008 Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings). We do not process any financial transactions or provide statements. Tfyou need assistance wide any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A: Member FDIC Page 1 of 2 ~ar.2i. 2C1"[ 9:46P,M f'NC SANK No.4'E2 P. 2/2 This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that arty dissemination, distribution or copying of this communications is strictly prohibited. If you have received this communication in error, please note me immediately by reply or by telephone at B00-762-1775 and immediately destroy this faxed document. Page 2 of 2 W O w W z 0 P. F W ~W ai W V H Q W Q w f"" Q e. vi V P N ~ ~ ~ ~i d N ti n ~ ~ O rn Nr U °` O d v X '+] C,` A o U R. f`~ • ~ ~ ~ N ~ i. 7 ~ N .~ .~ 3"oaf :'~ ^ ° o o > S >> q ~ a ~ d z Q a CG W C `D a' ~ O ~ ~ ~ N n ~Mj ld l~j-., N y ~ ~ O R N A F z X „ iT p O z '~ ~ a i E Ce x U C .~ ~: y,, ^ o Q ~ 7 p .~ O Y ~ .~i Q ~ y ~ o ~d o ¢~ bd a °. ~' o W Q V3 ~" C 5V M W W o O a a w °- N E C ER LL ~' y. o` '° o ~' ' .. zq Q C C U tl ~ d', O c. N O H .. h Y ~ ~ ~ U ~, ~ G W ~ C7 A 3~ E ~, ~ O 0 ~ 3 N M N O N N 4? 0 0 0 M O b4 N M 0 N N Hf c 0 9 T d 9 'S a 3 ao 5 n v ro ~ G v v n U D Y ~ O G O ~ R ~ U C ~ v~ C7 ~ ~ ~ c ~~~ oe o ~ d ~ ~ HOBB/E AUCTIONS 901. North Second Street Harrisburg, PA 17102 Phone: (717) 233 - 0115 Fax: (717) 230 - 8996 email: bilfCa~hobbieauctions.com 3131 /12 Stanley Smith, Esq. Rhoads and Sinon 1 South Market Square. Harrisburg, PA 17101 William Fenwick 305 Candlelight Drive Camp Hil{, PA 17011 Dear Sirs: Per your request, on March 20, 2012, I did inspect the items of the estate of Odell W. Sutton located at 337 Regent Street, Camp Hill, PA 17011 as designated by Mr. William Fenwick. Having been an antique dealer for fiver twenty years.and an auctioneer for over twenty years, it is my opinion that the value for estate evaluation purposes of the aforementioned items is as fol{ows; Clock, custom made unique tall case, glass front (Looked at $800 00 good photo, clock off premises.) Kitchen - Omega open face pocket watch, Swiss, possible gold . $~ DuGent mantle clock 50.OD Assembled set service for 8 flatware, some sterlinc3 $4 Pantry contents Upper cabinets, usual everyday china, food, glasses 0 00 $50.00 Counter, miscellaneous food and blender $-0- Lower cabinets, everyday supplies, Tupperware, e;tc. $9 GE Side by side refrigerator 0.00 2 paintings on wall, one signed Dell Sutton $2 2 captain's chairs 0.00 $25 00 Wood breakfast set . $5 00 Toaster, metal cabinet, ladder , $5 00 Balance of items in room Living Room-Porch, Cement pedestal and urn . 20.00 $ Upholstered couch and chair 5.00 8 EZ lounger chair 20.00 Purple upholstered chair $"0- $25.00 RCA TV 3 shelf case with books, personal photos, misc. $ 60.00 6 paintings 2 French style lamp tables and lamp $25.00 Turkish camel saddle type bench $15.00 Brass floor lamp 2 shelf and drawer case with misc. pieces $5.00 20.00 $ Heavy art glass 15.00 $30.00 Mantle, 6 Thailand tourist carvings $5.00 Stein Composition `Persus with the Head of Medusa" $20.00 Oriental miniature carvings in form of room divider 205.00 Personal photos $5.00 Box of misc. $5.00 Brass floor lamp $20.00 Balance of items in room Dining Room - Hospital bed and table rmica 4 drawer chest with clothes F t l $_0_ $ o e y Italian s 5.00 Bamboo tea cart _ $-0 Hospital Porta-chair Another French style table (one of 3 stack tables) 0.00 1 $ Personal items 0 $ Living Room # 2 - 3 upholstered chairs $_0_ $10.00 Upholstered couch with flowers ' $10 00 XT Oriental style runner, 2.5 . $40.00 Thailand carved wood vase 3 oil paintings, 2 signed Lee and Lee Sutton $ Wood chest with door and 3 drawers 35.00 ~ Contents, household storage 0 00 $25 French Provincial style 2 drawer end table . tray, 4 Danish candlesticks, phone, toy Top $20,00 , Crystal Lamp $20.00 00 $40 Artificial wood breakfront cabinet . Top 3 shelves, 27 pcs. misc. newer stemwa re, Some damage, misc. glasses and $20.00 aperitif glasses $30.00 3 decanters Lead crystal pitcher $20.00 Miniature pieces including 2 Limoges Pill boxes $50.00 Misc. plates and European demi ta~ase $20.00 Doors below, German Demitasse cups and others, some Noritake 25.00 $ Misc. plates and flatware Misc. china, charger, and trays Platters, tray and salts Incomplete set Noritake "Armand" Misc. tableware Top, Water Buffalo carving, brass candlestick:>, And glass pedestal bowl Coffee table with leather top, rough End table to match Pink hobnail iridescent vase Glass bird, Thai vase carving Formica end table with shelf and drawer Contents, binoculars, bells, misc. Hall - Fancy sconces White table lamp Balance of items in room Mirror French style table, rough Lamp Closet -clothes and slide projector 2 paintings Painting, woman in river Bath (down)- All personal supplies Bath (up) - Linen closet, household supplies Heater Painting, Dell Sutton Hospital items 4 drawer chest and misc. personal items Hall (up) - 2 paintings, Lee Sutton 6 drawer chest, maple Contents, Towels and personal Top, personal photos Hospital walker Wicker baskets and plastic trash can Linen closet, sheets, towels, and personal items Bedroom #1- 2 closets, clothes and personal Rocking chair White French Provincial style desk and chair No contents Porcelain table lamp Fancy vanity top mirror and others Mirror Lane cedar chest Contents, bed spreads and blankets Bath; all personal items Mirror $5.00 $20.00 $10.00 $40.00 $10,00 $35.00 $20.00 $20.00 $45.00 $20.00 $-0- $5.00 $10.00 $10.00 $ 5.00 $ 5.00 $10.00 $5.00 $-0- $20.00 $10.00 $-0- $-0- $ 5.00 $10.00 $-0- $5.00 $20.00 $20.00 $10.00 $-0- $-0- $10.00 $10.00 $-0- $20.00 $20.00 $25.00 $10.00 $5.00 $75.00 $-0- $-0- $1.00 1 drawer end table with leather top to match others $ Maple style bed 10.00 $5.00 2 wall lights $10.00 English porcelain vase 00 $50 Wedding ring pattern coverlet . $10.00 Bedroom #2-White single bed $10.00 Blue and white coverlet $10.00 Wood bookends and lamp $10.00 4 drawer pine chest and clothes $20 00 Leather top end table to match . Oak 4 drawer chest with replaced mirror $50.00 Alabaster table lamp $25.00 Carved Thailand jewelry box men's costume jewelry (one 10K Contents , Gold ring with diamond chip) 45.00 $ Cuff links, watch chains, tie clasps $20.00 Bear bookends $10.00 $25.00 Paneled blanket chest 00 $20 Contents, linens and blankets . $25.00 Maple rocker $-0 Personal photo albums $_0_ Gloset, clothes, two boxes $10.00 Painting Frame of personal photos $_0_ Carved walking stick $10.00 $30.00 Bedroom #3- 3 Paintings Kneehole desk and chair, 1930's $50.00 Contents and top, timers, phone, and perso nal $~ Ironing board and two irons 00 $10.00 Maple single bed to match $ 0 Chair Green beauty parlor chair (1960's) $25.00 Stool $5.00 $_0_ Personal photos clothes, luggage, and misc. Closet $5.00 , Rug 7 boxes slides, personal and photo $1.00 $-0- Balance of items in room $5.00 $-0 Bedroom #4-Closet, clothes $80.00 2 coverlets $20.00 3 coverlets $5.00 Fan and mirror 3 piece Drexel Mahogany bed set $100.00 Dresser contents, sheets and blankets $-0- Tall chest, empty $'0" 00 $10 Upholstered chair and stuffed animals . $20.00 2 Paintings White French Provincial style table lamp $10.00 Green glass lamp $20.00 $ 0_ Blanket and sheets $5.00 Balance of items in room supplies misc $5.00 . Basement - Stairwell, pots, pans, $20.00 S shelves misc. household storage $1.00 Metal shelf $10.00 Aluminum ladder wood table (rough), metal table Personal items , GE washer & dryer 100.00 $15.00 Brown crock $_0_ Mason jars $25.00 Steamer trunk $5.00 2 Folding tables Christmas decorations Contents ~ , Balance of items in basement 0.00 Garage - Hospital wheelchair Tool bench with misc. tools and parts $ 0 20.00 8 6 shelves misc. household storage 10.00 $ 0 2 patio chairs, 2 covered benches $10.00 Picnic table $25.00 GE freezer heater, umbrellas Small table $5.00 , Religious lithograph, Lord's prayer $15.00 00 100 10 tourist carvings, masks and figures . ~ 0 Hospital walker $5.00 Hoover vacuum $5.00 8 shelves household storage Lawn and garden tools and implements $ Painting 10.00 $5.00 Rug Advertising thermometer $10.00 Balance of items in garage $5.00 00 $10 Shed - Various lawn and garden tools . $40.00 Toro Lawn mower $10.00 Weed Eater edger TOTAL ------- $4,543.00 Hoping this appraisal is helpful to you, I ask that you phone m~/ office if you have any questions. I thank you for letting me b se ice in this rnatter. Sincerely, ~~~ William W. Hobbie, Hobbie Auctions