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HomeMy WebLinkAbout09-14-121505610101 - REV-1500 ~ t°~_1°' ~ OFFICIAL USE ONLY PA Department of Revenue pennsyNartia County Code Year File Number Bureau of Individual Taxes `~,wr., a PO sox z8o6o1 INHERITANCE TAX RETURN ~" Harrisburg PA 1'7128-o6oi RESIDENT DECEDENT J.. ~ ~~ ( 2 ~~ `~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Decedents Last Name Suffix Decedents First Name MI rt ~~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI .. ~ __ Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return ~ 4. Limited Estate O 4a. Future Interest Compromise (date of death after 12-12-82) I~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Return (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number First line of address l o~ V/-~"Ro~ ,~Yr- Second line of address Gity or Post Office State 78 ~ l~ o ~ '~ k~,Z REGISTE~F WILLS US~NLY ~~ t~~ `~'- :11 ~ ~ r`t' - ' r = r~ ~~ C -.. ~ - © : -'m4'IaE FILED r,~ s _ ZIP Code ~- 53 S ~ 1 Correspondent's a-mail address: ;"'*1 ~_~ ~1 D --n 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, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI~N/~yUR®OF PEPRSON~R~SPONS/BLE FOR FILING RETURN DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 J J 1505610105 REV-1500 EX Decedent's Social Security Number ~y,,..~ .~.~. ... ., Decedent's Name: ',/ ~ U ~~ RECAPITULATION 1. Real Estate (Schedule A) ..................................../7.6/`~~ 1. = ') 2. Stocks and Bonds (Schedule B) .............................l.f.~N~%. 2. ~' ,~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C~/.~~~~. ~, ~ g • ~ r 4. Mortgages and Notes Receivable (Schedule D) ................... /. Y.~~~/. ® 4 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. `/ i`f ~ -.F-a. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ~~N!C6. ~ - 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property '' ~"~~-~'~-~~~x~ (Schedule G) O Separate Billing Requested........ 7. ~ ~ - 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ;• 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 11. Total Deductions (total Lines 9 and 10) ..........:...................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. Y 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ' "~ an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (line 12 minus Line 13) ...................... .. 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 - t - (a)(1.2) X .0_ 3 ~ 15. 16. Amount of Line 14 taxable °"~''~ ` `" ~``u;,.x~ '~ ~ ~' ~ ~ at lineal rate X .0 _ ~ ' (~ ~ ~~ o ~ ~ 16. 17. Amount of Line 14 taxable - -` ~~"' ' ,""~r-~r at sibling rate X .12 ~ a ~ J 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 1505610105 1505610105 G .Q LL ~-~; :' 0. $'s- - D V j/ ~~ a ~O ~ . O REV-150tEX Page 3 rae..e.~e.,~~c r_..Hr..,~0+0 erlrirpSC• File Number DE DENTS NAME G~R~~ vvr- X~ r~,~ y~i s~o~-~a,~,~G~~ _ --- STREET ADDRESS CITE C/T ~ ~J,S~I.~ STA~n Z~ 70~-~ Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments _- B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (1) ~ 9yf 3 r' Total Credits (A+ B) (2) (3) (4) 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. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................... ...... ^ b. retain the right to designate who shall use the property transferred or its income : ...................................... ...... ^ ^Y c. retain a reversionary interest; or .................................................................................................................... ...... ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ................................................................................................................. ....... ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV45~8IX t (1`-97j SCHEDULE E ~+ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC. INHRESIDENTDECEDENTRN PERSONAL PROPERTY ESTATE OF FILE NUMBER 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 NUMBER DESCRIPTION JJ,,OiF,DEATH 7~ //" TOTAL (Also enter on line 5, Recapitulation) I $ ry/ ~~ ~~s®,~ (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (08-D9) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ----- ESTATE OF FILE NUMBER This schedule must be completed and fil~ if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TD DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. ~ /~i~/C~ ,~ ~/ C~i.~/;~/~ c~ .~lo. c,A~fa~y~ ,~~,~~,~,, .~,~~,~ ~,~-~~~y ~ Sys ~m ,~~~ r ,~ ~, ~~fNc>> i~ cr~i~ T/~~T.~a, a~9~r~/ /~ ~ Tt ,~', ry .d~,f,~,~ S. .~ G,~/~ TOTAL (Also enter on Line 7, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. ~`l . . - A l I state ' You're in good hands. January 5, 2012 Gloria J. Koser 400 Sandbank Road Mount Holly Springs, PA 17065 Re: Gertrude Shoenberger, deceased Contract No: GA0595771 Claimant(s): Gloria J. Thumma, Walter E. Shoenberger, Franklin P. Shoenberger Jr., Dwight W. Shoenberger, Ruth A. Adams, & Richard Shoenberger Dear Ms. Koser: We are very sorry to learn of your loss and extend our sincere condolences. We understand this may be a difficult time for you. The contract owner was receiving a series of payments spread over a period of time under this annuity. The beneficiary is now entitled to receive the remaining guaranteed payments outlined below. Any payments due a beneficiary will be paid on the specified due dates, and they will not be commuted or paid in a lump sum. If there are multiple beneficiaries, each beneficiary will receive their respective share of any payment. Income Option: Life with Period Certain Frequency of payments: Monthly Amount of each payment: $624.24 Last payment date: 4/26/2020 We Need Some Information to Process Your Claim In light of this loss, we need some additional information from you to help us process your claim. At your earliest convenience, please send us the following documents in the enclosed postage-paid envelope: • Claimant's Statement (fully completed and signed) • Certified copy of death certificate ("certified" means an original document or copy with raised seal or original stamp). Unfortunately, we are unable to return an original death certificate submitted to us for this claim. If your name has changed since the owner designated you as beneficiary (for example, if you have married), submit a copy of the legal document (marriage license, divorce decree, court order) verifying the change. The Internal Revenue Service requires that when the owner dies and we pay the remaining guaranteed payments to a beneficiary, we must pay out the remaining cost basis first. Therefore, the taxable portion of each payment to the beneficiary may differ from what applied to the owner during their lifetime, and it may change over the remainder of the guaranteed period. Allstate Life Insurance Company Life and Annuity Claims P.O. Box 94212, Palatine, IL 60094-4212 Phone 877-499-6418 Fax 866-635-4523 A I l state m You're in good hands. January 5, 2012 Gloria J. Koser 400 Sandbank Road Mount Holly Springs, PA 17065 Re: Gertrude Shoenberger, deceased Contract No: GA206249 Claimant(s): Gloria J. Thumma, Walter E. Shoenberger, Franklin P. Shoenberger Jr., Dwight W. Shoenberger, Ruth A. Adams, & Richard Shoenberger Dear Ms. Koser: We are very sorry to learn of your loss and extend our sincere condolences. We understand this may be a difficult time for you. The contract owner was receiving a series of payments spread over a period of time under this annuity. The beneficiary is now entitled to receive the remaining guaranteed payments outlined below. Any payments due a beneficiary will be paid on the specified due dates, and they will not be commuted or paid in a lump sum. If there are multiple beneficiaries, each beneficiary will receive their respective share of any payment. Income Option: Life with Period Certain Frequency of payments: Monthly Amount of each payment: $659.65 Last payment date: 8/7/2019 We Need Some Information to Process Your Claim In light of this loss, we need some additional information from you to help us process your claim. At your earliest convenience, please send us the following documents in the enclosed postage-paid envelope: • Claimant's Statement (fully completed and signed) Certified copy of death certificate ("certified" means an original document or copy with raised seal or original stamp). Unfortunately, we are unable to return an original death certificate submitted to us for this claim. If your name has changed since the owner designated you as beneficiary (for example, if you have married), submit a copy of the legal document (marriage license, divorce decree, court order) verifying the change. The Internal Revenue Service requires that when the owner dies and we pay the remaining guaranteed payments to a beneficiary, we must pay out the remaining cost basis first. Therefore, the taxable portion of each payment to the beneficiary may differ from what applied to the owner during their lifetime, and it may change over the remainder of the guaranteed period. Allstate Life Insurance Company Life and Annuity Claims P.O. Box 94212, Palatine, IL 60094-4212 Phone 877-499-6418 Fax 866-635-4523 REV-1511 EX+ (10-06) ' SCHEDULE M Y COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES Bc INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER G~ Q~iP V 1J /' ~/ I T~f ~4 y'/~l 5~1~~~16F.~ 6,r=,e ~%~ -Oo~~~~ Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ,. fv~v~',c~,a~ 5',FR`'i~:_ f'~~=~'/~G~" %~©N~ ~ 7~RA/~i ~~So~ c)o . , , d c~~47j'/'~ 1~ .rJ~.97~1 ~~~F' .%~ ~ic~ s~ ~~'. ~n,~,~ci~ 3d. o /~/~ vr.s/J,~rR ~/aT-ter - /~.B~.rriaJ .:3Sy' .9~ ,~~~00 ~~,~ ~~ ,~ nt~,~~ ~~~,~~y ~~ r ~ o ,o~..o© B. ADMINISTRATIVE COSTS: ,~~~ 4 6 ~ 1. Personal Representative's Commissions ~ ~3 , O~_ Name of Personal Representative(s) 6 ~ 7/ P Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Cih' State Zip Relationship of~C~la-im-ant to Decedent 4• Probate Fees ~~ ~ r ~~ ~~~ S ~~~~ ~ ~ ~ ~ GG IN/<~ j ~'.. 00 ~s -7 , o J~ ~ i~i,~ Its ~,~;~~~ - ~7~,~' s~'~~7^i~/.~=~ ~'~.6-~" ~1- ~ ~a~F~~s TOTAL (Also enter on line 9, Recapitulation) I ~ ~ ~i ~ ~~ ~ Z (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) .• • COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDVLE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. tir more space is needed, insert additional sheets of the same size) REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2012- 00021 PA No . 21- 12- 0021 Estate Of : GERTRUDE KATHRYN SHOENBERGER (First, Midd/e, Lastl Late Of : NORTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 167-40-2298 WHEREAS, on the 6th day of January 2012 an instrument dated February 10th 1995 was admitted to probate as the last will of GERTRUDE KATHRYN SHOENBERGER (First, Middle, LasiJ late of NORTH M/DDLETON TOWNSH/P, CUMBERLAND County, who died on the 1st day of January 2012 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi I1 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: WAL TER E SHOENBERGER and RICHARD A SHOENBERGER who have duly qualified as EXECUTOR(R/X) and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 6th day of January 2012. -~} ~ ~ ~ ~~ ~ gis er of i!1 ~~ ~l **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT ~7 OF = `~ -<~ ~, _~~_ ,_:._ _ -= GERTRUDE K . SHOENBERGER ~ _ == ~- , ,-~ .. _ ....~ _ I, GERTRUDE K. SHOENBERGER, Social Security Number 1~v7.~40-2298, ~~of~-~ the Commonwealth of Pennsylvania, declare that this is my LAST WILL ~; TESTAMENT and I revoke all other wills and codicils previously made by me. FIRST: I appoint my sons, WALTER E. SHOENBERGER and RICHARD A. SHOENBERGER as my Personal Representatives concerning this Will. a. I request that my Personal Representatives be permitted to serve without bond or surety thereon and without the intervention of any court, except as required by law. I direct that my Personal Representatives act in unsupervised administration so as to administer my estate with a minimum of court supervision. If it becomes necessary to have ancillary administration of my estate in any jurisdiction where my Personal Representatives are unable or do not desire to qualify as ancillary legal representatives, I appoint as such ancillary legal representative such individual or corporation as my Personal Representatives shall designate, in writing. b. I direct my Personal Representatives to pay the expenses of my last illness, the expenses of a funeral appropriate to my station in life and custom of living (including a suitable monument or marker for my grave), and written charitable pledges which I have made. I grant my Personal Representatives the power to extend or renew any debt for such time as my Personal Representatives shall deem appropriate. c. All estate, inheritance, succession and other death taxes with respect to all property passing under this my Will shall be paid from and borne by the principal of my residuary estate, without regard to reimbursement, as if such taxes were administration expenses. My Personal Representatives may pay such taxes at any time deemed advisable, whether or not then due and payable. d. My Personal Representatives are requested to settle my estate as soon after my death as may be practicable, and to pay or deliver every legacy or bequest to my beneficiaries without waiting any time that may be believed to be customary in probate matters. ~L ~ " ~ PAGE 1 -~ J~~~ ~A 'v.~ul.tut~, , ~ 1.G~t.C~CX/! 1,t~ OF 5 PAGES '!/~ e. I may leave a letter of intent with the executed this Will for the purpose of giving guidance to my Personal Representatives concerning the distribution or sale of certain my property. I request, but do not require, that my Personal Representatives honor my wishes therein expressed. copy of items of SECOND: I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my children, WALTER E. SHOENBERGER, FRANKLIN P. SHOENHERGER, JR., GLORIA J. THtTNIlKA, DWIGHT W. SHOENBERGER, RUTH A. ADAMS, and RICH~iRD A. SHOENBERGER, in shares of substantially equal value to be divided as they may agree. a. If any of my children shall not survive me, then the share of that deceased child shall go to the descendants of that child, who are to take per stirpes and not per capita. If any of my children shall not survive me and shall not be survived by any descendants, then the share of that deceased child shall be distributed to my surviving children and the descendants of any of my other children who fail to survive me, in the manner set forth above. b. If they are unable to agree, the division among my children and the descendants of any of my children who fail to survive me shall be made by my Personal Representatives, in those persons' sole and absolute discretion. I empower my Personal Representatives to sell any or all of such property, if such property is not distributed in kind hereunder, and to distribute the proceeds among my said children in substantially equal shares. Any determination of my Personal Representatives as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive. THIRD: If there is a complete failure of takers under the preceding paragraphs, the property undisposed of shall go to my heirs determined at the time of my death, pursuant to the Statutes of Descent and Distribution in effect, in the state of my domicile, at the time of my death. FOURTH: If any beneficiary to any share of my estate which is not subject to the provisions of any trust which may be created by this will is at the time of distribution of his or her share, a minor under the laws of his or her domicile, I direct that the minor's share be converted into qualifying property and delivered to the minor's Guardian as Custodian for the minor under the Uniform Gifts to Minors Act or the Uniform Transfers to Minors Act as may then be in effect in either the state in which the beneficiary or the Custodian resides, or any other state of competent jurisdiction. y PAGE 2 -J~~ _~(z~- y t~ (~y~ • - /1 ~^,,,a2.+.ps.~M~i OF 5 PAGES ~f _111_ a. The Uniform Gifts to Minors Act or The Uniform Transfers to Minors Act, as may then be in effect in the state concerned, is hereby incorporated by reference. The property affected by the Act shall be managed, held, and distributed in accordance with the provisions of the Act. b. The financial custodian will serve without bond or surety and without intervention of any court, except as required by law. c. The receipt by the Custodian, for the minor, of any principal or income transferred pursuant to this paragraph shall be a full acquittance and discharge of my Personal Representatives or Trustee, as applicable, from liability with respect to such transfer and from further accountability for the principal or income so transferred. FIFTH: Except as otherwise provided in this Will, I have intentionally failed to provide for any other relatives or other persons, whether claiming to be an heir of mine or not. Insofar as I have failed to provide in this Will for any of my issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake. SIXTH: Any beneficiary who fails to survive until thirty (30) days after my death shall be deemed to have predeceased me, and the gift to that beneficiary shall be disposed of accordingly. SEVENTH: Definitions: a. The term "children" as used in this Will includes adopted and afterborn persons. The term "children" as used in this Will shall not include step-children, the natural born or adopted children of a person's spouse who are not the natural born or adopted children of the person. A relationship by or through legal adoption shall be treated the same as a relationship by or through blood for purpose of succession to property under this Will. b. The term "descendants" as used in this Will means the immediate and remote lawful, lineal descendants by blood or adoption of the person referred to who are in being at the time they must be ascertained in order to give effect to the reference to them. c. The term "Personal Representative" as used in this will means Executor, Executrix, Independent Executor, or any other title of like import which is used to describe such a fiduciary. PAGE 3 _ n ^w OF 5 PAGES (~~,V/v/~/~ d. The term "per stirpes" as used in this Will means that whenever a distribution is to be made to the descendants of any person, the property to be distributed shall be divided into as many shares as there are (1) living children of the person, and (2) deceased children, who left descendants who are then living, of the person. Each living child (if any) shall take one share and the share of each deceased child shall be divided among his then living descendants in the same manner. EIGHTH: In addition to any powers granted by the laws of the state in which this Will is probated, I hereby authorize and empower the fiduciaries named in this Will, to the extent of the discretion herein granted, to sell, exchange, convey, transfer, assign, mortgage, pledge, lease or rent the whole or any part of my real or personal estate, to invest, reinvest, or retain investments of my estate, to perform all acts and to execute all documents which my fiduciaries may deem necessary or proper in regard to my property. If any of my fiduciaries elect to receive compensation for services, such compensation will be that allowed by law. NINTH: If any part of this Will shall be invalid, illegal, or inoperative for any reason, it is my intention that the remaining parts, so far as possible and reasonable, shall be effective and fully operative. My Personal Representatives may seek and obtain court instructions for the purpose of carrying out as nearly as may be possible the intention of this Will as shown by the terms hereof, including any terms held invalid, illegal, or inoperative. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this 10th day of February, 1995, set my hand and seal to this my LAST WILL AND TESTAMENT, consisting of 5 typewritten pages, each page bearing my handwritten signature. ~~.,.,~~r ~rr t1 ~. ~ 1Y ~~..~'-Q.~~,~ ~ . h/ ~ SEAL ) GERTRUDE R. SHOENHERGER nQ,r~ _ - ~~ n ~/ PAGE 4 `~Vd~IS~ ~l OF 5 PAGES The foregoing instrument was, at Carlisle Barracks, Pennsylvania, this 10th day of February, 1995, signed, sealed, published and declared by GERTRUDE K. SHOENBERGER, the testatrix, to be her LAST WILL AND TESTAMENT in the presence of all of us at one time, and at the same time we, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do so verily believe that the said testatrix is of sound and disposing mind and memory at the date hereof. OF ~i .L!'~ O 'g OF ~/ ~ , /_~ OF ~N~ ',~ ~71I~ 3 PAGE 5 --- (~ ~//~,, ~~ ~v - k p,~, ~LL~~~~F 5 PAGES r~~vc _ . . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ACKNOWLEDGMENT I, GERTRUDE K. SHOENBERGER, testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~v~r ~~~~~~ ~ ~~~-.p -~ Qom! ~ o tt,J ( SEAL ) GERTRUDE K. SHOENBERGER AFFIDAVIT We, ~57~~ ~~CC ~1N~,_~1Ul..S and J 0~~ 11~'1e~ , the witnesses, sign our names to this instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under constraint or undue influence ~-, /cJ -~-al~ Witness fitness Wit ess Subscribed, sworn to and acknowledged before me by GERTRUDE K. SHOENBERGER, the testatrix, and 11subscribed. and sworn to before me by ~ S'lic ~ GE-2~K ~~ , ~ ISLYI~ ~l ~ and JOha /"(~~~P~' , the witnesses, this 10th day of February, 1995. C V - ?~~ ~J NOTARY P IC My Commission t•:c :1ral Seal Kim C. Gia, ; r, E~;ct<..y Public Carii,, i'yvra. C?~arL~riz:n~i Courts t>':. .._,~lrrll:;:;i0t1 ~=i;(';;ra~,;wOV. 1Q. ?997 R'i', ~ .., _i .. .., IE; f3.iSCrt.P.i."f0~ i u{ i ifJ.~;:183 Free checking Account Statement For the period 07/20/2012 to 08/27/2012 For 24hour information, sign on to PNC Bank Online Banking EST OF GERTRUOE K SHOENBERGER DECD on pnc.com. Primary account number: 51-1403-3057 Page 2 of 3 Free Checlong Account Summary Est Of Gertrude K Shoenberger Decd Aooount number: 51-1403-3057 Walter ShoenbergerCo-Extr Richard Shoenberger Co-Extr Overdraft Proteotbn has not been established for this account. Please contact us if you would like to set up this service. Overdraft Coverage- Your account is currentlyOpted-Out. You or your joint owner may revoke your opt-in or opt-out choice at any time. To learn more about PNC Overdraft Solutions visit us online at pnc.com/overdraftsolutions. Call 1-877-588-3605, visit any branch, or Sign onto PNC Online Banking ,and select the "Overdraft Solutions" fink under the Account Services section to manage both your Overdraft Coverage and Overdraft Protection settings. Balance Summary Beginning balance 4,015.22 Transaction Summary Deposits and Checks and other Ending other additions deductions balance .OU 88.65 3,926.57 Average monthly Charges balance and fees 3,983.76 .OU Checks paid/ Check Card POS Check Card/Bankcard withdrawals signed transactions POS PIN transactions 1 o n Total ATM PNC Bank Other Bank transactions ATM transactions ATM transactions 0 0 Activity Detail Other Deductlions Date Amount Description 08/17 88.65 Withdrawal Tet 0400017604 OU86 Daily Balance Detail Date Balance Date Balance 07/28 4,015.22 08/17 3,926.57 There was 1 Other Deduction totaling $88.6b. Did you know you can send money to family and friends just by knowing tLeir cell phone number? Try using popmoney today -the easy and convenient way to send money to just about anyone using popmoney. Learn more at pnc.com/alwavsonen Manage old bills. Make new plans. See what you can do with your home's equity and see how much you can save with interest rate discounts of up to 0.50% on Home Equity Loans and Lines of Credit.* You've put a lot into your home, and it has done a lot in return. Whether you're making home improvements, consolidating bills or paying for college expenses, our competitive rates could make it more affordable. To learn more about the Home Equity solutions available, call 1-877-CALL-PNC (1-877-225-5762) or visit pnc.com/equitydiscount.** *Credit is subject to approval. Certain terms and conditions apply. **Rate Discount Eligibility: (1) Application must be received between July 16-August 31 and must close no later than October 12, 2012, (2) a draw or loan disbursement of $25,000 - $49,999 is required at closing to qualify fora 0.25% discount off the approved rate, (3) a draw or disbursement of $50,000 or more is required at closing to qualify for the 0.50% discount off the approved rate, (4) the eligible amount drawn at closing excludes any funds used to pay PNC debt, (5) the mortgage lien must be in a first-lien position and (6) discount offer may be modified or discontinued at anytime. Equal Housing Lender. Carlisle Brethren In Christ Church 1155 Walnut Bottom Road Phone: 717-243-1863 Carlisle, PA 17015 Invoice 1/7/2012 Bill To: Jean Cocher Funeral Services Please make check pnynble to: Carlisle BIC Kitchen Fund i)ate f]escription # of people Payment Balance 1/7/2012 Luncheon 90 $2.50/Person $200.00 Ham Q Cheese Snndwiches Chicken Salad Sandwiches Pnsta Salad/Potato Salad Chips Relish Trny Coffee/Tea/Water/Punch Cake Total I $225.00 TC~a ~~l ~aa5-°° CQrlisle BIC Kitchen Committee ~ ~6•~ RESIDENT STATEMENT FROM CHURCH OF GOD HOME, INC .~01 N HANOVER STREET CARLISLE, PA 17013 717-249-5322 GERTRUDE K SHOENBERGER c/o JEAN KOSER 400 SANDBANK ROAD MT HOLLY SPGS, PA 17065 Comments $0.00 I $204.64 Statement Date Due Date ACCOUNT NUMBER 12/31/2011 Upon Receipt 803051 • = ' ~ $204.64 AMOUNT PAID $ Please make check payable to CHURCH OF GOD HOME, INC Remit To: CHURCH OF GOD HOME, INC 801 N HANOVER STREET CARLISLE, PA 17013 Please detach and return this portion with your remittance to the address above. $0.00 ~ $0.00 $0.00 A $204.64 Date _ _ _ - _ Description - ~ ~ - - - - - - _ _.- _ -Days! Rate Gha~s1 faa ;~ Balance Untie ~ (Cred~y Balance Forward - _ __ _ $7,787.50 $7,787.50 11/30/11 - 11/30/11 rt Check # rt $(19,285.29) $27,072.79 11/30/11 - 11/30/11 rt Check # rt $19,285.29 $7,787.50 12/01/11 - 12/01/11 Wash, Blow Dry 1 $14.00 $14.00 $7,801.50 12/01/11 - 12/18/11 Resource Pudding 4oz 144 $0.22 $31.68 $7,833.18 12/02/11 - 12/02/11 Wash Cream 1 $5.36 $5.36 $7,838.54 12/02/11 - 12/02/11 Adult Wipes Refills 1 $2 88 $2 88 $7, 841.42 12/12/11 - 12/12/11 Perm w/ Conditioner 1 $54.05 $54.05 $7,895.47 12/13/11 - 12/13/11 Payment Check # 6342 $7,787.50 $107.97 12/16/11 - 12/16/11 Pullups -Medium 1 $14.50 $14.50 12/16/11 - 12/16/11 Adult Wipes Refills $122.47 1 $2.88 $2.88 $125.35 12/19/11 - 12/23!11 Resource Pudding 4oz 40 $0.22 $8.80 $134.15 1?!25/11 - 12/25/11 Wash Cream 1 $5.36 $5.36 $139.51 12/25/11 - 12/25/11 Pullups -Medium 1 $14.50 $14.50 12/27/11 - 12/27/11 Adult Wipes Refills $154.01 1 $2.88 $2.88 $156.89 12/30/11 - 12/30/11 Wash, Blow Dry 1 $14.00 $14.00 $170.89 12/31/11 - 12/31/11 Laundry 1 $33.75 $33.75 $204.64 TOTAL BALANCE DUE: $204.64 ~~. .~ .SAN ~ 0 201 •~ 1 wM ~ QYd ~( FACILITY NAME RESIDENT NAME ACCOUNT NUMBER CHURCH OF GOD HOME, INC GERTRUDE K SHOENBERGER 803051 RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Cumberland County - Register Of [mills One Courthouse Square Carlisle, PA 17613 SHOENBERGER GERTRUDE KATHRYN Receipt Date: 1/06/2012 Receipt Time: 14:10:48 Receipt No.: 1068293 Estate File No.: 2012 -00021 --- Paid By Remarks: G JEAN KOSER HEA ------------------------ Receipt Distrib ution Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST WILL 260.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE J 15.00 12.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN CS FEE AUTOMATION FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D 5.00 ------ CUMBERLAND COUNTY GENERAL FUN Check# 4493 ---------- $315 50 Total Received......... . $315.50 THE SENTINEL - LEGAL Printed on' 08/17/2012 at 10:43 by wolfc (717x' 486-4113 Acct# 86479 RICHARD SHOEBNERGER 327 S. BALTIMORE STREET Ad# 413349 First taken by wolfc 08/17/2012 10:26 Last changed by wolfc 08/17/2012 10:34 Given by RICHARD SHOEBNERGER PO# est. shoenberger Start 08/21/2012 Stop 09/04/2012 Transient Bill Expir. Class 10 PUBLIC NOTICES MOUNT HOLLY SPRINGS, PA 17065 Index: EXECUTOR NOTICE LETTERS TESTAMENTAR Subscr? N Cols 1 Lines 15 Inches 1.40 Words 63 Box? N Pb# Code Rate Base-Charge Addl-Charge Total-Cost Ins Start Stop SMTWTFS O1PRF 7.00 MOB2 2.00 3 LGL 79.65 9.00 88.65 3 08/21/2012 09/04/2012 0010000 TOTAL AD COST 88.65 EXECUTOR N CE Letters Testamentary on the Estate of GERTRUDE K. SHOENBERGER, late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased, have been granted to the undersigned. All persons knowing themselves to be indebted to said Estate will make payment immediately and those having claims will present them for settlement: Richard A. shoenberger, Executor 327 S. Baltimore Avenue Mt. Holly Springs, PA 17065 * ACTIVITY FOR SHOENBERGER, GERTRUDE 12/t08/11 7902005 6 ASPIRIr1 81MG CHEW 12/14/11 4122867 15 ZOLPIDE:M 5MG 12/14/11 7902005 30 ASPIRIrf 81MG CHEW 12/14/11 7871323 9 SPIRONOLACTONE 50 12/14/11 7871325 15 TRAZODONE 50 MG 12/14/11 7868582 17 BYSTOLI:C 5 MG 12/14/11 7868583 9 LISINOPRIL 20 MG 12/14/11 7868584 30 UNICOMPLEX-M 12/14/11 7868585 17 PLAVIX 75 MG 12/22/11 Payment-Thank. You '23/11 7907046 20 CIPROFLOXACIN 250 X23/11 7907047 20 FLORASTOR 250 MG 12/29/11 4124137 90 LORAZEPAM 0.5 MG 12/30/11 2044911 30 MORPHINE SULFATE -SHOEG - -803051 O1 * 2.31 .00 2.31 Ol 3.39 .00 3.39c O1 * 2.57 .00 2.57 O1 4.89 .00 4.89c O1 3.47 .00 3.47c O1 25.00 .00 25.OOc O1 2.59 .00 2.59c Ol * 3.91 .00 3.91 Ol 12.00 .00 12.OOc 58.86- .00 58.86- 01 5.00 .00 S.OOc O1 * :15.11 .00 15.11 O1 5.00 .00 5.OOc Ol 5.00 .00 5.OOc 66.34 23.90 LEGEND NON-LEGEND FOR MONTH FOR MONTH revious Balance charges this month Finance Char a TOTAL CWIRGES Totat Parm.nt s cr.ah. ....58.86 + 90.24 + .00 149.10 58.86 FOR ALL PHARMACY RELATED INQUIRES PLEASE CALLAIert Pharmacy Services, Inc at 1-800-266-9954 Statement Terminology on reverse .00 AMOUNT DUE 90.24 Account Transaction Detail Report Page 2 of 2 _ Post Date Effect Date Amount Balance DCN Pin Seq/Ref# Description 12/28/2011 12/28/2011 $624.24 $9,195.09 C N GA0595771 INSURANCE A ILSTATE LIFE IN0001136200466225 2 12/30/2011 12/30/2011 $90.00 $9,285.09 C N 167402298 10 10 XXVA BENEFU S TREASURY 3100001135700894330 4 01/03/2012 01/03/2012 $1,416.20 $10,701.29 C N 167402298 AR ANN PAYD FAS-CLEVElAND0001136200622923 0 01/03/2012 01/03/2012 $749.00 $11,450.29 C N 176322960D SSA XXSOC SEC U .._ S TREASURY 300001136200621776 9 01/06/2012 01/06/2012 $3.00 $11,447.29 D N CHECK IMAGES IN STATEMENT FEE I-GEN11201060000 8065 01/10/2012 01/10/2012 $0.00 $11,447.29 D N OUTSTANDING ITEM CLOSE 01/10/2012 01/10/2012 $11,447.29 $0.00 D N TRANSFER TO ACCOUNT 000000 5114033057EST OF GERTRUDE 01/10/2012 01/10/2012 $749.00 $749.00- D N 176322960D SSA REVERSAL U S TREASURY 3030001201000356676 2 01/11/2012 01/10/2012 $749.00 $0.00 C N REVERSE ACH DEBIT f~i d ,~ ~ f_ an c-e. -- ,~ S Cif ! /r t /~ a ~ . .t;-~- ti ~ ~~ ~~- • + + i__e.____~_t_m_:w,r .............o......1,.4nGrllTTDI+L' l~i7AT~TI~TL'T-TTATTI 1/ld/7!117 219 North Hanover Street Carlisle, Pennsylvania 17013 717.243.4511 ('~"~ ~ ;r'~ toll free 1.866.451.4511 C ~~~~~~ ~ ~ 'I~'T 2~~'~ i~ ~"` ~~~ ' ~' fax 717.243.3723 FUNERAL HOME ~ CREMATORY, INC. vvww.hofrrrxrxoth.com infoCa?hoffmarroth.com January 9, 2012 Richard A. Shoenberger 327 South Baltimore Avenue Mount Holly Springs, PA 17065 Statement of Funeral Expenses for: Gertrude K. Shoenberger Date of Death: January 1, 2012 Account Id: 16430-003 PACKAGE: Traditional Funeral Service TRADITIONAL FUNERAL SERVICE PACKAGE $ 4,650.00 Sub Total: $ 4,650.00 TOTAL FUNERAL HOME CHARGES: $ 4,650.00 CASH ADVANCES: 6 Certified Death Certificates at $ 6.00 each $ 36.00 Newspaper Notice -Sentinel $ 170 72 Newspaper Notice -Patriot $ . 357 97 Newspaper - SC $ . 298.00 Flowers $ 159.00 Hairdresser $ 40 00 Clergy $ . 100.00 Additional DC's $ 36.00 Sub Total: $ 1,197.69 Total Funeral Expense: $ 5,847.69 Balance: ~ 5.847.69 Please return this portion with your Remittance. $ Amount Enclosed Gertrude K. Shoenberger Service ID#: 16430-003 r~ SERVING OUR COMMUNITY S I N C E 1 9 0 7 ' I : 15-51 ~~'~iiiil~ 00o K 8 31 , 517 , 10 2 r ~ . ' ~ '~, Check No, ,; 04 18 12 02 SAN FRANCISCO, CA 3158 24219220 . 3158 24219220 20098900 I30 OSHOE FRESNO TAX REFUND Pay to II'I"'111IIII1'IIII'IIII'I"IIII"'Il'Il'II"III'II'1'i'II'IIIII ~,~- the orderaf WALTER E SHOENBERGER EXEC 220./11 GERTRUDE K SHOENBERGER DECD 1102 VERNON AVE ~***2537*61 BELOIT WI 53511-6069 I-* 3 1 ~5 8 , i ll^ nemoNUdewix~xdomcax VOID AFTER ONE YEAR .. _ _ i~ 007 ! L ~_ i Tt -, '~ -`1, _ 7` > _ ~ ~:DD0000 5 i8~: 24 2 i9 2 20 3n^ 0404 i 2 IiQrLD DQGUMEN'Y' TO Q_IGE-BT TG VERIF=Y WATERMARKS I 010 4 0 8 ~ 66032992 00000 001 018 050312 11874088 926677 i i 60-274 31.3 • -,,`.DC FUhID DEPT PREP DATE `JOUCFIEFl N~AI;RQhIT ---~--....~--IU-- .--; ~ '.;1-1FC.'K NUMFl~fi " ~ FULTON BANK ~ ~~ LANGASTEF2, PA 1'~;,,„ , . J' . 05/ 14/01 2 ,,;. ~ - ~, ~,,; ~~ VERLFICATIONAVAILABLE 'POSITIVE PAY" PROTECTED C7A.Tr ~ ~ - O oai11 0 0 TO THE ORDER OF ~ GERTRUDE K SHOENBERGER ESTATE ~ ~- DLN 1 1 1 000060607 REV REFUND 1102 VERNON AVE o ~ ~~ BELOIT WI 53511-6069 o 1 ~~~ ' x ~~~~~n~~~n~~~uu~~n~~~~~~n~~~n~~~n~~~~~~~un~~~~n~~~~ VOID AFTER 180 DAYS• _~ ~~'~ Robert M McCord, ~REASUFEFl OF PFNhIS'YLVAh11A 11'6603299211' ~:0331302748~: L2L9 53847n' __ -