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Home My WebLink About10-05-12s 1505611185 -' REV-1500 EX (02-11) (FI) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes Po Box zsosoi INHERITANCE TAX RETURN 21 11 0 6 4 9 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 05142011 12241948 Decedent's Last Name Suffix Decedent's First Name M I OTTO BENJAMIN J (If Applicable) Enter Surviving Spous e's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRU\TE BOXES BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Retum (Date of Death Prior to 12-13-82) ^ ^ ^ 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) ^ ^ ^ 9. Litigation Proceeds Received 10. Spousal Poverty Credit (Date of Death 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number LINDA J- LUNDBERG, VP 717-730-2265 ,~., First Line of Address PNC BANK, N•A• Second Line of Address P•0- BOX 308 City or Post Office CAMP HILL State ZIP Code PA 170010308 REGISTER ~LS USE O~Y ~ ~ ~.,, , -- --a ~ ~ r:-~ t o .--, -~ ~ • i= _._ _ ~. , C? ~ ('rJ =- 'v V' FILED "-- n ~_ r correspondent's e-mail address: LINDA - L U N D B E R G u1 P N C• C O M Under penalties of perjury, I declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, corcect and complete. Declaration of reparer other than the personal resentative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE I R R DATE PNC BANK, N•A-, BY ``p ADDRESS P-O- BOX 308 CAM ILL, PA 17011-0308 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505611185 oMasa7a.ooo 1505611185 J REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: O T T O BENJAMIN J RECAPITULATION 1. Real Estate (Schedule A) 1 8 9, 9 0 0.0 0 2. Stocks and Bonds (Schedule B) . 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , 3. 4. Mortgages and Notes Receivable (Schedule D) 4 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5, 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested g. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 8. Total Gross Assets (total Lines 1 through 7) 8 111.51 0.OD 0.00 146,971.83 0.00 269,932.81 506,916.15 9. Funeral Expenses and Administrative Costs (Schedule H). g. 5 D , 0 8 2.2 2 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10. 1, 8 8 9.21 11. Total Deductions (total Lines 9 and 10) , 11 51, 9 71.4 3 12. Net Value of Estate (Line 8 minus Line 11) 12 4 5 4 , 9 4 4 •7 2 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) , , 13, D • D D 14. Net Value Subject to Tax (Line 12 minus Line 13) , 14 4 5 4 , 9 4 4 •7 2 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un~er Sec. 9116 (a)(1.2) X .0 . D • D D 15. 16. Amount of Line 14 xable ~ o 4 at linealratex . 454,944.72 1s. 17. Amount of Line 14 taxable at sibling rate X .12 D . D D 17. 18. Amount of Line 14 taxable at collateral rate X .15 D . D D 18. 19. TAX DUE 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611285 1505611285 OM4648 3.000 0.00 20,472.51 0.00 0.00 20,472.51 REV-1500 EX (FI) Page 3 Decedents Complete Address: File Number ~1~ 1.1. f11,49 DECEDENTS NAME TT AM STREET ADDRESS R N CITY WORM EY R STATE PA ZIP 7 4 - Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments 17 , 2 3 5.0 0 B. Discount 815.0 0 3. Interest (1> 20, 472.51 Total Credits (A + B) (2) 18,050.OD (3> 0•D0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FiII in box on Page 2, Line 20 to request a refund. (4) 0•DD 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2 , 4 2 2 • 51 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 ^ 0 b. retain the right to designate who shall use the property transferred or its income ^ c. retain a reversionary interest ^ d. receive the promise for life of either payments, benefits or care? ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . ^ ^X 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ^ 4. Did decedent own an individual retirement account, annuity, or other non-probate property, which contains a beneficiary designation? ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. onnas~i z.ooo REV-1502 EX+ (Ot-10) Pennsylvania DEPARTMENT OF REVENUE INHERRANCE TAX RETURN RESIDENiDECEDENT SCHEDULE A REAL ESTATE ESTATE OF: FILE NUMBER: Benjamin J. Otto 21 11 0649 All real property owned solely or as a tanant in common must be reported at fair martret value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neRher being compelled to buy or sell, both having reasonable knowledge of the relevant fads. Real property that is jolntlyowned with right of survivorship must be disclosed on Schedule F. swasss z.ooo If more space is needed, use additional sheets of paper of the same size. R EV•1503 EX + (s•96) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS 8c BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Benjamin J. Otto 21 11 0649 All property jointly-owned with right of survivorship must be disclosed on Schedule F. swasss ~.ooo (If more space is needed, insert additional sheets of the same size) REV-1.506 EX+ (11-10) Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, ~ MISC. RESIDENrDECEDENT~RN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Benjamin J. Otto 21 11 0649 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2001 Ford F-130 Truck - per attached valuation 7,250.00 2 Personal property: Rubbermaid shed ~ craftsman lawn mower 175.00 3 PNC Bank N.A. Savings Account #xxxxxx7682 53,088.36 Interest accrued to 5/14/2011 0.65 4 PNC Bank, N.A. Checking Account #xxxxx0375 12,877.07 Interest accrued to 5/14/2011 0.06 5 PNC Investment Account, Money Market #xxx8095 44,952.53 6 PNC Bank, N.A. Certificate of Deposit Account #xxxxxx6636 26,038.04 Interest accrued to 5/14/2011 2.32 7 Cordier Antiques - proceeds from sale of personal property at auction 117.50 8 Refund - 7.30 The Patriot news due to cancellation of subscription 9 Refund - 111.00 Erie Insurance homeowner's Insurance policy #xxxxxx8658 unused premium 10 U.S. Treasury - social security payment due decedent 1,654.00 11 Refund - 698.00 IRS - 2011 Federal Income tax refund OW46AD 2.000 TOTAL (Also enter on line 5, Rerapi If more space is needed, use add'Aional sheets of paper of the same size. SI 146,971.83 REV-1509 EX+(01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY OWNED PROPERTY ESTATE OF: FILE NUMBER: Beniamin J. Otto 21 11 0649 ff an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURV NrJG JOM TENANT(S) r1AMEt,S) JOINTLY OWNED PROPERTY: RHATIONSHPTO DEC.H)ENi ~~ NUMBER LETTER FOR JOINT TENANT DATE MADE ,fO~.jT DESORPTION OF FROP6~TY INCLUDE NALE OF FRUNCNL INSTITUTION ANO BANK ACCWNf NUMBEfl aR SINUR IDENTIFYINGNUNIER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DEO®gn'g INTS2EST DATE OF DE4TH VALUE OF DECEDENTS PTTEREST None TOTAL (Also enter on Line 6, Recapitulation) S 0.00 9VW6AE 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX + (08-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Benjamin J. Otto 21 11 0649 This schedule must lie completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBS DESCRIPTION OF PROPERTY MCLl.OET!£N4MEOF71f7R4NSFEREE,TFEIRRELATIONSMPTODECEDENTA/~D TFE DAlE OF 1RMSFEit ATfACHACOPV OF Tlf DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD'S IMEREST EXCLUSION IF APPLICABLE TAXABLE VALUE ~~ Jeremy Otto - Cash Gifts to son 5/17/10 - 4/17/11 8,705.00 100.0000 3,000.00 5,705.00 2 Lincoln Financial Group Contract #xxx150006: Beneficiaires: Jason E. Otto and Jereey W. Otto 8,753.86 100.0000 0.00 8,753.86 3 Ameriprise Financal Annuity IRA Account xxxxxx0004 Beneficiaries: Jason E. Otto and Jermey Otto 13,838.58 100.0000 0.00 13,838.58 4 Ameriprise Financial Annuity 403 (b) Account #xxxxxxx3004 Beneficiaires: Jason E. Otto and Jermey Otto 30,249.55 100.0000 0.00 30,249.55 5 PNC Investment Retirement Account State Acct. #xxxx8097: Beneficiiries: Jason E. Otto and Jermey W. Otto 42,191.76 100.0000 0.00 42,191.76 6 MetLife Investors Annuity Contract Number: xxx4570 Beneficiaries: Jason E. Otto and Jeremy W. Otto 51,662.49 100.0000 0.00 51,662.49 7 Allianz Annuity Contract #xxx5116: Beneficiary: Jason Otto 2,066.98 100.0000 0.00 2,066.98 8 Allianz Annuity Contract #xxxx5116 Beneficiary: Jeremy Otto 2,066.98 100.0000 0.00 2,066.98 9 Hartford Group (Holy Spirit Hospital) Pension Plan Beneficiary: Jason Otto, Son 51,369.15 100.0000 0.00 51,369.15 10 Pinnacle Health Defined Pension Plan Beneficiary: Jason Otto, son 29,676.00 100.0000 0.00 29,676.00 Total from continuation sched les 32,352.46 TOTAL (Also enter on line 7, Recapitulation) $ 269,932.81 If more space is needed, use add'Aional sheets of paper of the same size. 9W46AF 2.000 Estate of: Benjamin J. Otto 21 11 0649 Schedule G (Page 2) Item DOD Value Taxable No. Description of Asset ~ Interest Exclusion Value 11 Prudental Pinnacle Health Retirement Plan Investment Account# 340047 Beneficiary: Jason Otto,son Jeremy Otto, Son 32,352.46 100.0000 0.00 32,352.46 Total (Carry forward to main schedule) 32,352.46 REV-1511 EX+(1409) SCHEDULE H Pennsylvania DEPAR7TiENTOF REVENUE FUNERAL EXPENSES AND 6dHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESmENTDECEDENT ESTATE OF FILE NUMBER Benjamin J. Otto 2111 0649 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~. Wiedman Funeral Home - Funeral sevices 3,565.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 12 ,121.00 Name(s) of Personal Representative(s) pNC Bank, N. A. Street Address City State ZIP Year(s) Commission Paid: 2. Attorney Fees: 9, 500.00 3. Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation.) Claimant None Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 377.50 5. Accountant Fees: 6. Tax Retum Preparer Fees: 7. 1 PPL Electric Utilities - services rendered 271.89 Total from continuation schedules I 24,246.83 TOTAL (Also enter on Line 9 Recapitulation) ~ $ 50 062 22 swasA~ 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Benjamin J. Otto Schedule H Part 7 (Page 2) 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cordier Antiques & Fine Art Auctioneers Commissions on sale of 2001 Ford F-150 and personal property Cordons Landscaping LLC - Lawn services Borough of Wormleysburg - sewer services Pennsylvania American Water -services Freeman Real Estate - appraisal fee for real property Dailey Zucker Meilton Miner ~ Gingrich LLC - reimbursing legal advertising costs UGI Utilities Inc - gas services S E S Insurance Inc - Insurance premium Register of Wills - short certificates Fidelity National Indemnity Insurance - flood insurance premium Register of Wills - fee for filing PA Inheritance tax return and Inventory JML Remodeling - cost of materials, labor ~ waste fee re: remodeling work d done a 213 S. 2nd St., Wormleysburg, PA Woof Appraisal Group - fee for updated appraisal of 213 S 2nd St., Wormleysbug, PA - per invoice Patrick Smith Realty - reimburse costs advanced for purchase of carpet ~ supplies Alma M. Berresford, Tax Collector, re real estate tax paid 8/14/11 Real Estates taxes paid in 2011 Settlement charges re commission, settle's assist, 1$ transfer fee 21 11 0649 2,135.86 874.50 423.00 331.83 350.00 123.00 406.24 787.00 4.00 343.00 30.00 1,900.00 300.00 1,601.84 955.49 586.91 13,094.16 Total (Carry forward to main schedule) 24,246.83 REV-1512 EX+ (12-OB) Pennsylvania DEPARTMEMOF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8~ LIENS ESTATE OF FILE NUMBER Benjamin J. Otto 21 11 0649 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• PNC Hank, NA Checking Account #5140240375 - check issued prior to death honored subsequent thereto 497.50 2 PPL Electric Utilities - services rendered 20.16 3 Consumer Cellular - cell phone services 15.17 4 FIA Card Services Account #xxxxxxxxxxx8002 639.49 5 Pennsylvania American Water -services 22.28 6 Capital City Dental Center - dental services 602.00 7 Verizon -phone services 23.98 8 UGI Utilities Inc - gas services 60.40 9 Comcast Cable - cable services 8.23 TOTAL (Also enter on Line 10 Recapitulation) ~ S 1 869 21 swasAH z.ooo If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) Pennsylvania DEPARTA~NTOF REVENUE INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER: tsen amen v. atto 211 1 0649 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Jason Eugene Otto 0532 E 300 North LaPorte, IN 46350 One Half of Residue per Item II of last Will dated August 22, 1983: 227,472.36 Son 227,472.36 2 Jeremy Otto 101 S. Cori Street State College, PA 16801 One Half of Residue per Item II of last Will dated August 22, 1983: 227,472.36 Son 227,472.36 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBU710NS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 5 0.00 swasAi z.ooo ~r more space is neeaea, use aaa¢ionai sneers of paper of the same size. ,,,, R~ ~ ~ ,_,. , LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. , for this certificate, $6.00 his is to certify that the. information here given i~ ~rrectly copied from an original Certificate of Death my filed with me as Local Registrar. The original ~rtificate will be forwarded to the State Vita: ecords O Mice f ermanent tiling. P 17488249 / Certification Number ~ocal Registrar ~ Date Issued eta Rtv 11lNOB COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VRAL RECORDS n~P~rRW CERTIFICATE OF DEATH BUCK Yac (See Instruedons and sltamples on reverse) STATE FILE NUMBER t. Nm d Dseedrs (Fed, nadds. U4 sd0al 2 Ssa 1 SaTW Saabsl' NsmOa 4. Dab d Orb IMalb, d•/• Y•al ~A' /'~ d0// BENJAMIN J. OTTO Male 165 - 38 -2335 5 Aga (lad Bi•dsY) IAldsr 1 Undr 1 l Dab d Bib llaldl. 7. and wb a Ba Pap d Orb Csad ar . 62 Yn. ""••` Da" ~' ~` Dec 24, 1948 Harrisburg, PA ^ MpaOas ^ EP . Oupa0rl ^ 00A ~ r--t_ ^ Nlauq Hoar LWb~arw ^ 0ba • SpC7t, /b. Coary d Drab ec Cp, Bea, 7wp. d Dub !Q Faasly Nair 10 nol irM10oq 9sn dnr old nallerl 9. Wn Oscrus d 1Ypdic 014^7 ®No ^ Yr 10. hen: Nnaran ball. BbrA, Yrllls. ~[. Cumberland Wormleysburg 213 South Second Street 'tea ~`~.~.I I~White I I.Oscsdra's UaW 1(indd was O o1r mood ds. W nq ebY t2 Wa Dsawm evu n br 17 Dscsdw's EaluoOm (Seedy oNF 114w1 gods rnnw rladl t1 rrUl Shur Llalb4 Nsw Alanr. Wldo•s4 Osaud I3 ol 'I 15. Sawrbq Spe w IM wN, g^'• nridsll rlr) aE Ph i t`Ld °~ i ~d erle `~ U.S Nerd Facr7 ' I lo-lz ~ 11j ~ sal p 1 i d ierap ~c ys ca s t Hea t ^ r„ ^c,,, D vorce • 16. Decsdrfs Mrlig Mann (SSesl dy f bw, sub. np coal Dscsdad's Oq Dauden Dacada• uw n Trp. Yr 17e ^ PA 213 .S . SeCOnd S t . ~7 . , '~ w.edK. 17i smr - iwa CUMBERLAND ,7a.5a~ a dwwa Wormleysburg Wormle shut PA 17043 ~„IBa• 17b.caWdy IB. Fstlrfs Nsms LFsd, nW W. WI, aY4) tg. door's Wms IFad. mitltll•.'wMa suiwlrl Eugene J. Otto Ma L. Ortenzio xo~ hnolarKS Imnla (type /Pod) 2gD. Wamafs lbibg Agar. Isban an I man, dw. uP cods) Jason E. Otto 0532 East 300 North LaPorte IN 46350 zla llalbda orprdall ~LramaOan ^0awm x10.0abaaapostlan lMmb, ay. rsal aIC P1.r,aa~ual lNan.a~.m.bn. ~•~r«obaP~l xta.loumllDar/awa. wr. nPma1 ^ ®ba ^ nsmra hen Sbls i Wr Cnwdbn > Oendb. AWrlr! ^ D•,a. • aaaarlEaanMlraa.n ~ rr^ No 05/18 2011 Hoover Crem~t ~ xYa ~ a Fwn la Pam, acblp r dNU xxb. Liaw Nunba xxc. Nrn am Amass a Fa:ry . ~ ~„s,,w a~ D/06 9/ ,~ WIIDEMAN FUNERAL HOME 7 Compw dsms Z7sc ody solo ad,sq 27• To tM Ow d m, Ynawbags, aaboraalr a b. br, dsb aM pop slwd. ISigrsss ab abl x70. Lrenu NumOSr 7lc. Oas 54rd ILMb. M. Yr1l pnysidn s ad erssrb a bas a anal b oaRly Talda d drab rma x~2t net r amWrd br pas•n 2a. Trr d Dnb x5.0sb Praburbr Osr (ssaMl, ar. r••d 2& 'Nn can RaWrad ~ Eumew ; Cesar a a ibasan Odw dlan CranaOm a OarsrT ^ •Ib Plaibuws aa.n _ Q,'(! 0 M. ~ / S 0 / / Yn No use OF DEATN (sat Imabetlru sad ^•nGl••1 APP1rsn•1• bYrva: i O m D o Pan n Ent rw ~ vr n Pat I br not nwMn n Ins aWn i caw Zd Did T I/r Cathie b Dsab7 ^ pag d ao aresL nax u Inn xT. Pan 1: For dr ytab d auto - darn, ryair, a aonlPlcaiab - N dinar ulded nr dsslR DO NOT sra bmrld ewer sutll as ord ndpsabry anuL a warsWa NsilsOOn wnhad Lrasg tlr asWg. lid ady aM Ciw al aadl ir. . y q p q s y r ^ NO ^ Ulrs•n na6q b ~~ a b~ a xS. b Fanrb: ^Nal prs rs wNb Wdrsa -~ . Web a r I ' g _ y d W madnaK I aM• 0. ~/ ^ ~/ r2 d b crw isbd on W es Dr b I r ! E~IBOfALMIa CAAISE 9 ^ prgrm I pa Na plgrll Ga d aab ~ ~ ~~~~ ~/~ ~ ~ Iass s T+ % ~ /YIYY^ -' f ~ ~ s b 7 ar ^ Np la N d O ~ ___ ~ ~ ~~ c. ~ d iab ~ y ry pprR le pgr a w OiN la n dl: Osbn ton ^ Ur•lbwll d pngra waM rr Pea yrl d. • 711• Wr r Aubpsy 700. Wrs NrWY Fnoisy 71. d Dssn 7xa Dar d hljuty IMasn. ry. ,wl 7m. OraOs lbw b,ay Ocanad 7xc Plan d ~aY Nan. Fams Sbad. Faddy. ONa BWd9. ~ (SPsaYI PsnamsC! AradsOb Pm q Cangls0an a o b? a c Nsafal ^ Molnuds ^ ~l aw r ^ ^ Aabaa ^ PaNiq bwatYgssan ~• rm. a hllay 7z. iryay a woa7 7x1. n Tnnspausr blay LSPSdYy ~u ~«•~ d away tssrl ,M I town, dwl rr Nb rb ^ rr ^ Yr ^ No ^ OmrlOpaar ^ Psewigsr ^ Pedssbbn ^ Sands ^ Card Nor Dsbmerd 1, Osr - Spdy: 7 77a CaaW Ina•a1 ear awl 70 Sgnalan and Tin al C ~ Carryhp PMekls• IPaysur cadYM ~• a sub xsrn anrr P7acun naa V•~•o d.ab and aanrorb• Item 23) ________________~l _ aan moored drbUr caasyalar mrarrstend • To•r baaldm br•bd s ~ ~~ _______________ _ y g , • -rababYq aM rnlysp p0ysrbn IPnyaorl bob pmoabng dsssl and rmhM9 b CJra d dsabl 7 ^ d 7t Ucamzs NWMa ~ O ~ 736 Dar 54rd IldoM. 4y. Ilan / ~^~/ __________________ To •r OSndagrbnwbdgs,aanaaorndrur dds,ar else, ar dwrwulrNsl ar mwrraun ~/ZO 2 /Yr ~ fo iii • Ysd1PY Esabir/Cerrnr On bs Ossb s.raudm and I a'a oPS•o•, dssM accaled a to ar. dsls. sad pbu, and dw u tlr ParNN sad lwner r slabl. ^ N p . Nams a1~ Ag}w d Prrn~~ CrynpsW Caw d,Drb (rm T19s/jroa _. /~ ~ O p 75. Payrals an0 ]B Ow Frd! day. yawl des ~' " / ~ 0619458 orpo>l+rm Pemil No. WILL I, BENJAMIN OTTO, of 210 Senate Avenue, Apt. 421, Camp fill, Cumberland County, Pennsylvania, declare this to be my last ~aill and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including the cost of a suitable gravemarker and per- petual care for my burial plot, shall be paid from the asse is of my estate as soon as practicable after my decease. ITEM II. I give all the residue of my estate, real and personal, in equal shares to my children, JASON E. OTTO and JEREMY W. OTTO, provided. "that the share of any child who prede- ceases me shall be added to the share for my other child. In the event that both of my children predecease me, or in the event that both of my children die before reaching the age of twenty- five (25) years, then and in that event, I give all the residue of my estate, real and personal, to my sister, SANDRA J. FERRAR. If either of my children, JASON. E. OTTO or JEREMY W. OTTO, are under twenty-five (25) years of age at the time of my death, such child's share of my estate shall be distributed to my trustee and administered as follows: A. If my children elect to pursue a higher jeducation, then and in that event, my trustee may utilize the ~inc ome from the individual child's trust to pay up to one-half ~(~) of the expenses incident to such higher education, including room and board; tuition; books and supplies incident to I schooling; and other expenses incident to schooling. ;Page 1 of 5 Pages. B. In the- event that the income from the gust is not sufficient to cover one-half (~) of the expenses outlined in ITEM II A. above, then and in that event, the trustee nay invade the principal of the trust in order to pay the above expenses. C. The principal of the trust {and any income iot used to meet expenses set forth in ITEM II A. above) is also Huai lable to cover one-half ( ~) of the costs of any emergency or nedical expenses incurred by my children. Payment of these. expenses and the determination of emergency medical supplies rests in the discretion of my trustee. D. The balance of such income or principal shall be held as a separate trust for the beneficiary, and sub- ject to my trustee's power to pay to, or to apply for the benefit ~f, the beneficiary, both income or principal of such trust, shall--together with any net income therefrom--be kept invested and paid, as the case may be, to the beneficiary when he reaches twenty-five (25) years of age; and E. If either of my children whose share of my estate is held in trust hereunder shall die before reaching his twenty-fifth birthday, such share shall be added to the share for my other child. ITEM III. No interest in income or principal shall be assignable by, or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. ITEM IV. All federal, sta te, and other death taxes payable on the property forming my gross estate for tax purposes, ,Page 2 of 5 Pag es . jwhether or not it passes under this will, shall be paid out of the principal of my residuary estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. ITEM V. I authorize my executor: A, to retain and to invest in all forms of real and personal property, reg ardless of (i) any limitations imposed by law on investments by executor or trustee, (ii) any principle of law concerning delegation of investment respon- sibility by executor or trustee, or (iii) any principle of law concerning investment diversification; B. to compromise claims and to abandon any property which, in my executor's opinion, is of little or no !value; to borrow from, and to sell property to others, and to !pledge property as security for repayment of any funds borrowed; C. to sell at public or private sale, to exchange or to lease for any period of time any real or personal ;property, and to give options for sales or leases; D. to join in any merger, reorganization, voting-trust plan or other concerted action of security holders, jand to delegate discretionary duties with respect thereto; E. to use administrative or other expenses of ~my estate as income tax or esta to tax deduct ions and to value my jestate for tax purposes by any optional method permitted by the I, =law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate i ;taxes and; i~Page 3 of 5 Pages. ~i ii F. to distribute IN RIND and to allocate spe- ~cific assets among the beneficiaries in such proportions as my executor may think best, so long as the total market value of any beneficiary's share is not effected by such allocation. ~ These authorities shall extend to all real and personal ;property at any time held by my executor and shall continue in i ;full force until the actual distribution of all such property. All powers, authorities, and discretion granted by this will I shall be in addition to those granted by law and shall be exer- Icisable without leave of court. ITEM VI. I appoint my CCNB BANR, N.A., New Cumberland, Pennsylvania, executor and trustee under this will. ITEM VII. In the event that ABIGAIL R. OTTO, the mother jof my sons, JASON E. OTTO and JEREMY W. OTTO, does not desire to jserve as guardian of the person of my minor children, or at the time of my death is unable to act as guardian of the person of my ~'~,minor children, then and in that event, I appoint my sister, ;SANDRA J. FERRAR, guardian of the person of my minor children. i; ITEM VIII. I appoint CCNB BANK, N.A., New Cumberland, I jjPennsylvania, guardian of the estate over any property that may ~{ ~~pass to my minor children with respect to which property I am Ijauthorized to appoint a guardian and have not otherwise specifi- ~cally done so. Such guardian shall have the same manag ement powers as those granted my executor, may pay or apply principal as well as s i '; income for the minor's welfare, comfort, support or education, .without court approval, (and if it, in its sole discretion, { j Pag e 4 of 5 Pages . determines that it is impractical to administer any fund, it may deposit such fund in one or more savings accounts in the minor's jname, payable to him or her at majority. The guardian shall have i `no further responsibility for any funds so paid, applied or ,deposited . ) ITEM IX. I direct that any fiduciary acting hereunder shall not be required to enter bond or other security in any court or jurisdiction in which said fiduciary may be called upon to act. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last will, this ~~• day of , 1983. ~ (SEAL) NJAM OTTO SIGNED, SEALED, PUBLISHED, and DECLARED by the above testator, as and for his last will, in the presence of us, who thereupon at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. ~~~ ! Paa e 5 of 5 Paq es . (COMMONWEALTH OF PENNSYLVANIA ;COUNTY OF DAUPHIN ss: ~ We, BENJAMIN OTTO, `~ and f~aas~eQ `~~''~~p.. the testator and witnesses, i respectively, whose names are signed to the attached or foregoing !instrument, being first duly sworn do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly and that he executed it as his free and voluntary act for the pur- poses therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of our knowledge, the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ENJAMI OTTO fitness Witness SUBSCRIBED, sworn to and acknowledg ed before me by BENJAMIN OTTO, the _t~estator,~~and subscribed and sworn to before me by a~~~,~..~jsc~~, and the witnesses, on the as day ~(~ r' 1983. . V O't~+.w_ LOU1,~,E i~. KEU?. lt~'FA&~ ? 1!C HARR133URG, 119U?i~lltl C{1 TY ; ~t~r co~a~~ss~4~ ~~?IRE9 ar~~. 9.1996 ~nmb+er. Pan3iY~Ms~ia AssociEtion of P1ot~N~. P~FAo N7 Lp OMB ApprovaE No, 2502-0265 t~ ~ 3GG s Huo-1 * ~ ~'* ~ A. Settlement Statement (HUD-1) ~~ ~~I~ ~ OQ~t4 Page 1 of 3 BAu ~~.,a_t ----- Type of Loan FHA 2. ^ RHS 3. ~ Conv. Unins. 6. Fite Number: 7. Loan Number: B. Mortgage Insurance Case Numfxr: VA 5.O Conv. Iris- 401202126-CB 1254623 446-1373448/703 NOTE: This form fs furrdstted to glue you a staterttent of aduai settlertrent costs ~ inforrnatlonaf pu poses and arc not lriciudedsin~the Items marked '(p.o.e.)' were paid outside the dosin9% ~Y totals. Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender JL E BUSSOM AND BEVERU M. BUSSOM PNC HANK, N.A., EXECUTOR OF THE ESTATE SUSQUEHANNA BANK 1 EAST MAHV STREET APi. t2 OF BENL~1htIN J. OTTO, A/K/A BENJAMIN 3501 CONCORD RD, )RMLEYSBURG,PA 17043 OTTO ~ YORK, PA 17402 PO BOX 308 CAMP HILL, PA 17001 Property Location 3 SOUTH SECOND SYREET, >RMLEY58URG, PA 17043 NJNTY: NMBERLAND RCEL[D:47-20-1858-167 ~WNSHIP: WORMLEYSSURG BOROUGH ~. 6roaz Amount Due from Borrower _ 1 Sewer 8111 for 7/1 W 9/~u yc.uuvu/qu rvr vor~ a~ ~c ~ $31.00 10. ~ 10/01/12 t1 ' N. Sel#Icment Agent SENRED LAND TRANSFERS, LLC 485 ST. JOHNS CHURCH ROAD , SHIREMANSTOWN , PA 1701k phone : (717) 90i-8342 Piaoe of Settlement 19 NORTH BALTIMORE ST DILLSBURG,PA 17019-1354 00. Amow+ts Paid by or in BehaK of Borrower ~ oo. Cash at Settlenxnt tram/m Borrower ___J I. SlLdelneM Oats DB/31/2012 Disbursement Date 08!31/2012 ~3. Cash ~ Fmm ~ To Borrower ~ X720.41 e PuGtlc tiepotS[g Burden for this coYedlon of 4tkrmalbn b esWnated at 3S minul east tlua irdormtlbn, and you are nd required to compote tlAs form. unless k displ~, _ _ _ mandatory. T)ds is designed t0 p<CV~ the parties }n a RESPA covered ltansadbn w,til Intartnallon dtring tlK settlement process. Initials ~Z~~ •01202126-CB HUt7-1 Page Z of 3 L Settlement Charges 700. Total Real Estate Broker Fees;5166.00 ' Pafd From Pafd From Dlvlsbn of Commissbn Nne 700 as folbws: Borrower's Funds Sellers Funds 701. 2583.00 to Kdkr WNlams of Central PA st At Settlemerrt At Settlement 702. 2583.00 to ERA-NRT LLC 703. Commission aid at settlement 5,166.00 704. 800. Items Payable in Connection with Loan 801. Our Hatton a 895.00 from GFE #1 602. Your uedR or ctu for tare s Interest rate chosen from GFE #2 603. Your ad acted o Nsetfon from GFE A 895.00 804. A sisal Fee to ALS Inc. I istlc Solutbns Inc. fmm GFE #3 380.00 805. Cradle to GoreL is Credw from G1-E #3 15.48 806. Tax Service fmm GFE #3 807. Flood Cert. Fee to Co k Fbod Services fmm GFE ~3 12.50 808. Pro Re- Fee to Aser 809. A Co. Fee m ALS Inc. 125.00 .00 900. Items Required by tender to Be Paid in Advance 901. Daily interest charges !ran 8/31/2012 to 9/1/2012 by 7.78/day ({~ t','FE #10) Sus henna Bank 57.78 902. M e Irrsur'arrce Prentkrm Sus uehanna Bank from GFE S3 1503.25 903. Homeowner's Insurance State Farm from GFE #il 575.00 904. t00o.Resor•ves Depodted with tender 1001.lnitlal osk for escrow account fmm GFE #9 557.48 1002. Hazard Ins. Reserve 3 M s 47.92 M s S uehanna Bank 143.76 1003.Mo a Iris. Reserve 68,66 s Su uehanna Bank 1004.Cou~ Property Taxes 7 Month(s) Q 48,91 per Month(s) Susquehanna ;342 37 Bank 1005. School Taxes 3 Mon s 89.D1 r Marrth s eharma Bank 267.03 1006, ate A¢ountln tK to Su uehanna Bank - 195.b8 1007. 1100.T1ge Chatpes 1LOS.Titk services and lenders title insurance fA Severed land Transfers LLC from GFE #4 1 304.00 1102, Settlement a fee to Seared Land Transfers LLC 225.00 1103.Owrter's Ht1e Irlsuranoe to Secured land Transfers LLC from GFE #5 11.00 L 104. Leaders title lrsexance to Scarred Land Trarsfers LLC 964.00 l I05. Lender's title Nmit 87 403.00 1106.Ownter's title i {imk 900.00 1107, Agent's portion of the total title Insurance premium m Secured Land ;gg5.50 Transfers LLC 1108. Underwriter's ion of the total Utk insurance mlum fo TRGC-Sale 99.50 1109.Instued Protection Letter to TRGC 75.00 tT00.t3overnmerR Recording and Transfer Charges -' 1201, Government records ch from GFE #7 169.00 1202 Deed 562.00 Mortgage {Cumberland County Grant);107.00 Releases S 1203.Transtertaxes fmm GFE #B 3899.00 1204. Cou b slam Deed 899.00 M a e 1205. State tax/stam Deed 99.00 Mort •~ 1206.Ctinmberlantd Cou Grant 27.00 1300.Addltfonel Seftttemerrt Qurges 1301. R aired servkes that ran s for fmm GFE #6 1302. Reimbursement for Re it Bi0 tp Patrkk Smith 3 229.16 1303. Release Fee to Cumberland Coon Housi and Redevel ment Authorl 27.00 1304. Home In ctbn to Home S c ~0•~ 1305. ~ 6nn_Tedal settlement Charges tenter on tines 103. Section 3 and SUZ, Section K) ;6,901.49 #9,294.16 N you have arty quesdons about the settlement charges and ban terms Ihfed on this Corm, please coniaa your larder SetikrtreM agent is not respkxrsible for content of lenders asaecsrneMs on HUD. The seMrs and txxrowers signatures hereon acknowledge iluh approval and signly their understanding that tax and kewrerxx prorations and reserves are based on made tbtween~bonoerer and selisr dka~dly~Arty de cN dettrxpnent (axes ar mortgage peons veil! be promply rein pursed to 1hn settle +eM agent Qy tlryieseller. ants veil be I have carefully reviewed the I~RJD-7 Selgement Statanerrt and to the best d my knowledge and beget. N is true and acetate statement of as receipts and distxusemenfs made on my arxaxd or by me in dds traraacdon. l 1uNrer tartly ihal I have received a copy of the HU41 SeNlemeM ShtameM. BIIYE "`rte ~1~. Pa eusraxn BeveAi M uswm SELLERS ~o ga Exewbr o Estaisot BaMamM J. rnb, a/kJa Banjandn By: Linda Lundberg , President - The Hl1D-t Setdarent Statement wMCh {have prepared is a Irue and accurate auount of this traroaabn. I have caused or call cause the funds to !x disbursed in axardanoe thissWemenL ~~ Date oer~lrzals 'u~l-lf7".?fl`1 Secured Land Transfers, LLC PHONE : (717) 901-8342 x Fiie #: 401202126-CB Prod #: Buyer: Paul E. Bussom and Beverli M. Bussom Closer: Colleen Blume Seller: PNC Bank, N.A., Executor of the Estate of Benjamin J. Otto, Prop Addr: 213 South Second Street , W ormleysburg, PA 17043 Ref # Seller Proceeds Estate of Benjamin J. Otto, a/k!a Benjamin Otto PA 8/31/2012 21282 77927.76 .~ Issues sorted by security. ACCOUNT: 8890289-009-27-27 ITEM CUSIP NO. SNARES/ PAR VALUE ____ _________ ____________ 1) 709051106 4 ESTATE TAX SECURYTIES VALUATION PAGE NO. 1 Name oS Estate: BENJAMIN OTTO ESTATE 5/14/11 DATE OS DEATH: Satuzday, May 14 2011 DESCRIPTION PRICE HIGO[/ASIC LOW/HID MEAN SECURITY ACCRUED COMMENTS DATC PRICE PRICE PRICE VALUE DIV/INT ______________________________ _____ __________ __________ __________ _____________ ____________ __________ PPL CORP 05/13 28.1000 27.7100 27.90500 Nygg COM 05/16 28.0250 27.6700 27.84750 27.87625 111.51 Oraad Totals Total Principal plus Accrued interest and dividends ________________ ____________ 111.51 0.00 111.51 Thin report was prepazed using APPRAISE Ver, 7.6.0 ao=taare, as EVALUATION SERVICES, INC, product. Phone 201 784 8500. Visit our web sites at WWW.APPRAISENJ.COM sad WWW.CAPITALCHANG?ESONLINE.COM. Please compare the data on this document carefully with your source document to veriFy its accuracy. Consignor Settlement Cordier Antiques & Fine Art 2151 Market Street Camp Hill, PA 17011 Phone:717-731-8662 Fax:717-731-9830 Cansignor• 1970 Estate of Benjamin J. Otto c/o Linda Lundberg PNG Bank 4242 Carlisle Pike P.O. Box 308 Camp Hiil, PA 17001 Auction: Variety Auction 10!9/11 Lot# Description CO #: 3108 Date: 101912011 Page: 1 Quantity Unit Price Ext.Price CommlBuyBadc Expenses 266 -FORD PCKUP TRUCK VIN 1FTZF182X1NB87740-FORD 10% I.00 7,250.00 7,250.00 -725.00 0.00 Bid Gard # 162 Total Quantity: 1, p0 Total Invoice Sale Price: 7, 250.00 Total Commission: ( 725.00) Total Due to Consignor: 6, 525.00 Total Payments: 0.00 Balance: ~6, 525.00 Positive Balance, Monies Owed to Consignor COMMISSION SETTINGS Calculate Commission By: Each Commission Structure Type: Fixed Any Amount 10~ Estate of Benjamin Otto Onsite Auction Settlement Income Personal Property Live Auction -Saturday, October 1, 2011 Personal Property Commission (20%) Ford Pick-up Truck Commission (10°~} Due Consignor Budeeted Expenses Personnel $15/ hr Set Up -light cleaning, trash removal 9 hours (2 staff @ 4.5 hours each) Day of Sale 36 hours {6 staff @ 6 hours each) Included other consignors 18 hours (3 staff @ 6 hours each) Advertising (includes Real Estate -see detail) Total - $1,182.36 (less $200 paid by K. Wise Estate) Total Budgeted Expenses Net Due Consignor $ 117.50 $ < 23.50> $ 7, 250.00 $ < 725.00> $ 6,b19.00 $ 135.00 $ 270.00 $ 982.36 S 5.231.54 Real Estate -Not Sold Advertising Display Advertising: 9/26/11 Antiques & Auction News $ 196.00 9/4, 9/17, 9/24/11 Patriot News $ 523.76 9/7, 9/2$/11 Guide $ 288.00 9/7, 9/28/11 Paxton Herald $ 83.40 9/14, 9/28/11 Guide & Paxton Herald Real Estate List No Fee Classified Advertising: 9/7, 9/11, 9/18, 9/25, 9/28/11 Patriot News Classified $ 91.20 TOTAL 1182.36 Paid by K. Wise Estate {$ 200.00} .,._. TOTAL 982.36 Other Advertising: Website No Fee AuctionZip No Fee Email Notices No Fee Antiques & Auction News - 9/26/11 •~ ON-SITE ESTATE A1~CTI~H Rea! Estate, Personal Pro rty, Furniture, Collectibles "' ~ SATUR®AVr, OC"~OBER ~ aT io w.Nl. ~~°' ~ Preview S A.1N. through auction • 213 South Second Street, W®RMLEYSBURG, ~A ,7043 ~• ~ REAL ESTATE AT 12:00 NOOid: 1,652 S Ft., 3 BR, 1 Bath, 2-Story home on .13 acre bt in > .-~z:......w:>; _':i x ~' ' '-' Wormleystwrg To ba sold with reserve. TER: $10,000 down. Settle kt 45 flays. See Web site or calf for complete terms & bidder requirements. Private showings by appointment. PERSONAL PROPERTY~AT 10:00 A.M: F~Jg~J~~RE (1 :: Antique.& Modern; Bowfront Curio; Upholstered Recliners & Love Seat; Coffee & End Tables: Wicker Side a-~biea; Des~C & Chatr~ecord Cabinet; Metttees & Box Spring; Dressers; Kitchen Table & Chairs; Rolitop Desk; Cupboard; Vermont Hard Rock Maple Bedroom Suite; Antique: Parlor Suite; Wood & Blanket Chests; Oak Dresser 8 Mirror; Washstands; Mahogany Chest of Drawers; Rockers: Card Tablo; Mirrors; Cedar Chest; Retro Kitchen Set; Floor & Tabie~ Lamps. L CT SLES: Lewtsberry Baseball Team Vintage Photo with Uniform; Farm Equipment Display; Seth Thomas Mantel Clock; Hess r s; 60+ Coilecror Plates; Mixing Bowls; Quills; Wedgwood; 30+ Pcs. Stangl Wiid Rose; 90 pc Noritake Dinnerware Set; f=loor & Table Philco Radios; 1907 Nx of York Courriy~ Oki Bibles; Hats & Boaes; Vintage Men's Clothes; Cast-Iron Bank: Tobacco Tin; Coitectible Glassware; Advertising Displays; Sleigh Bells; Military Uniforms; Postcards; Golf w/Clubs; Perfumes; Village Fan; Ford Adventismg & Panoramic Photo; Textiles; Ruby Glass; Hu11 Vase. r:~=;1~3; ~~~~ Fisher Portable Audio System; Curtis Disc Player; Vacuums. AHh Many Framed Pieces of x two nc rills & Ori final Art; Anti ue 8 Modeml POWER TOOLS: Craitsman 12" Handsaw; SB" Scroll "°' "'~~~:,^~'~+~:~ '' Saw and f0" Table Saw; Rockwell Drill Press; Porter Aouier AMT Belt & Disc Sanders; Air Compressor - ?,~:t , i-"• Cam eu Hausfeid; Sho Vac; Hand Tools: Hammers; Saws; rills; & more; Alum. Exiensien Ladder. • ~~~ '~'~ ~-: Selling for the estate of Bertiamin J. Otto with additions from the estate of Katheryn Wise and others. ~` .:. Visit W W W«CordierAntiques.carn for photos & nwre details. I]Ireciitihs: Front Street Worrrdeysburg, turn West onto 3rd Avenue t0 ~ Property on right. tt)96 Buyer's Premium on Personal Property only. Terms: Cash, PA check, VISA, MasterCard. Out-of-State checks wlprror approval. Food concession bYTaste of the Nations. Patriot News - 9/4, 9/17/11 Saturday, October 1 at 12b0 pm 213 South Second Street, Wormleysburg, PA 17043 REAL ESTATE ~ 72A0 PM: 7.652 sF. 3 BR, t Bath 2•Story home at .13 acre bl in worMeysburg. To be satl with reserve. TERMS: St0.000 tlOwn. $e0b to a5 days. See webaite a cae Ion corriptete terms E bidder regliremeMS. OPEN HOUSE: Sutday, Sept. 18, 1-4 pm or by appointment PertOnN RpNriy aartig 8I te'db alR Directions: Front Seats Wortnkyaburg, prm West aN0 3" Avenue q Property on ,ipltt. S~:tq IR the Etaate d Benjurrin J. Otto vi:l fl wtsw.Cortlarantiques.can nor photos ~ more tlateile Saturday, October 1 at 12:00 pm 213 South Second Street, Wormleysburg, PA 17043 REAL ESTATE ~ 12:00 PM: 1.652 SF, 3 FR, 7 eats 2-Story homy at .73 aae lot in wprtneysWrq. To be sdd with reserve. TERMS: St0.000 tltlwn. SetOe to 45 days. See wel7sita a caa for complete farms 8 bidder requiromeMS. Private Showings by appolnlmenL nN4pW Propony AtyrLg 1 tetxl A", Olteaions: Front Seats Wormteysburg. am West onro 3° AreMm to Pmpmty on eghl. SeIMp for the Estate d Benjamin J. (xto Vish www.CordiarAntiquaacom nor photos & more tleUik Patriot News - 9/24/11 rr~r tstnte, Furniture, Colltsct/bles, Personal Property Saturday, October 1 at 10AM; Preview SAM thru auction 213 South Second Street, Wormleystturg, PA 17043 REAL ESTATE ~ t2 PM: 1.052 SF, 9 BR. t Beth, 2-Slaty Ibme..13 sere Io1 in W~ormroyaburg. To be sold wr rtservs. TERMS: S 10,000 down. Souls in f5 dqt. See Web rnrrlpMe roans d bidder ntauiramerels. Prfvale simwutgs by spPalntroenL PERSONAL PROPEpiY f~ 10 AM: FUOMTURE f 12Sf0PMg Curio: Rtdkrort A Lovesaal: Ta610s: Desks: Retort Cab: Mss 8 Box Spring: Drassera; Table 8 Chairs: Cuphord: Maps a#1 Suib: MUque: Parlor Suds; GbsN: dAwor; Wash Stands; Mah Cheat of Drawers: Rockers: hUrrors; Reko KFCftart Set: tamps. L.ECTB ' LewiWeny BB Team wIm Phan xrllreiora; Faem Equ1P OitpWy; Sala Tltana3 it Clerk: FNSi TRa:ks: Plates: kixklg Baerle: errs; wadgwaa Stand tnid Roes: tfailtke: Plum Radida; 1507 Hx a Yak Co: Bibres: Hats Boxes; Vint Msri Cb1heG Get Fat Sank; Talteoto Tk1; t3lsssrbn: Ad Olsproys; SNiph BeNS: Milary llniorrnA Pop Grdc: Cioi Gabe: PeAtsrm: VkN fan: Ford Ad d Pho10: Ruby Glass; Hui vase. HOUSEHOLD: Fkher Ponade System: CO Pryer, Vaawmt. A>,~Ti PrF1N d Orly: Ant 8 taoderte! POWER TOOLS: Crahrrtan t2' Beredcaw; fi' SCroi Saw: 10' Tabk Saw; DAI Press; Roolar AMT Srxkrs: 4omprasor; Hand Toob: Harrartsrs: Saws; DAR! Alum Exlention Ladder. • Vick www.CordiarAntfgws.com for phobs Ik more dmiro t0% Buyara Promium on Personal Pntpeny only. Termz; Cati+. PA Utet,*. YISA. MG Out d slaw dtaoke wfprior epprogl txay. Food rnncasdOtt by Tack d the tJidoM. Guide & Paxton Herald - 9/7, 9/28/11 :saturaay, October 1 at 12:00 pm 213 South Second Street, Wormleystwrg, PA 17043 FOAL ESTATE ®12:00 PM: 1,852 SF. 3 aR. t Rash 2S1«y home an ,13 acre lot in WortdeYSbvrg. To bo adb with reserve. TERMS: SIO.D00 dpwn. Sedb in 45 days. Sea websit@ err Cell for compels terms 8 bdder regtllremeMA OPEN HOUSE: Sunday, Sept. 18, t-4 pm or by appointment Prso„m Prapeny searbng r td:00 am Dlrec[kms: FroK Street Wamteystx,rg, lean Weat onto 3" Avenue to Progeny on rlghL SetOrtq la the Estate o1 Benjrriin J. Olb Visit www.CordkrarNiqusa.eom for photos $ more tiaW is Seiurday, October 1 at 10AM; Preview SAM tfiru auction 213 South Second Street, Worrnleysburg, PA 17043 REAL ESTATE @ 12 PM: t,0:i2 5F, 3 BR I Seth, 2-trbry borne, .t3 acre la .n Womtkydturg. To be sold w/ reserve. TERii6: 510,000 down. Senla n 4S days. See web as a Cell Ia tarepkN ltrms 8 !Adder requireneents. PrWate showlregs W appodnmera. PEp9pNAl PROPERTY ~ 10 ANk FURNITURH (72:00PM1: Clab: Recinera 8 LoveaeeC TatAa: Oaks: RoraN Cab: t/Nf a Box Spring: Orasscrs: Tale d Chars: Cupboard: tAaple BR SWro: Antique: Parlor Srib: Chada; bkror, Wssh Slr+dt: Mob Chaal d Drawers: RoCkaK. ssirors: Ratro 1CYdrsn Sal; Lamps. COLLECTIBLES: Lewlsberry BB Team Yaq Ptglo wakrram; Farts Equip Display: Seth Thorax Wok Clack Heaa Trpdef:~Pyros: s6ering Bawtr, Ouils: Wedgwood; Stand Wid Roe; NoAWIx: Pleioo Radios: !507 Hx of Yak Co; Bdlbc: Hats: BOIiK Vinl Wnf Clolftas: Cal kiln Bank; Tobexo Tar Glassware: Ford pq FAby ,fifm Hue Vaea. PFfOUSEHOLO• F,ctesrsPorlablt Sysrom FCD Player, Vaceuma. ygj; Prirya i OAg: am 6 MattrN pglfsF31 TOOLS: CMsman 12' Baridfaw: te' StrW Saw: t 0" Tale Saw: DrB Prose: tiouror, AMT SarWers; Cortgrosaa; Hard Toils: Hammers: Saws: Drill: Alum Exlerebrt ladder. Visk www.CordUrAnllqua.r»m for ptolos 6 mon derails Idx Buyafs Premium on Persona! Pmpeny ony, roans: Cad!. P0. cheat VISA. MC. out d dart dtad[s nefprior sppreval lmy, Food cotbaesbn try Tease a ate Natkaw. Real Estate List (Guide & Paxton Herald) - 9/14, 9/28/11 THIS WEEK: Auction -Saturday, Seplember 17 at 12pm 304 North 19`° Street, Camp Hitl, PA 17011 Open House -Sunday, September 1B from t-apm 2t1 Ctark Sveet, Lemoyrse, PA 77043 Open House -Sunday, September 18 from 7-4pm 213 South Second Street, Wormleysburg, PA 17643 UPCOMING: Auction -Thursday, September 2s at Spm 211 Gark Street, Lemoyne, PA 17643 Auction -Saturday, October 1 at 12pm 273 South Second Street, Wormleysburg, PA 77043 Yisit www.CordierAntiquescom for more details, photos ~ terms THIS WEEK: Auctkm -Thursday, September 29 at Bpm 211 CTark Street, Lemoyne, PA 17043 Auction -Saturday, October 1 at 12pm 213 South Second Street, Wormleysburg, PA 17043 UPCOMING: Aucdan -Tuesday, October 4 at 4pm Charming Forge Mansion 274 Charming Forge i2oad, Womeisdorf, PA 14567 Visk www.CordrerAntiques.com for more details, photos 8 terms Patriot News Classified - 9/7, 9/11, 9/18, 9/25, 9/28/11 REAL ESTATE A~IFGRTGIOtf RfAI FSTttTE 8A 1CI~]ON sat Oc1oMr l at 1t:00 pm sst _octo6~r i at '00 pm 213 SosIA Second street 21133 South Seco Street 3 eeboar.l6aMt,1,b52 svJt. 3 &treau.ltSra41,~2 SqR 2 Story on 13 0.cre Lot 25feryae.l.3 Ave lot Open Houle: Sun Ap11814yn nwwLar6rrAaNQaes.can •rnwCa4raM'ydns.mn A7-Ta1.1b8? R)->;1S6e4 Dedd Cardfa AUAtS321 David Caller AtA05313 ONSITE ESTATE I~IICTIOIV REAL ESTATE & Personal Property Saturday, October 1, 2011 213 South Second Street, Wormleysburg, PA 17043 REAL ESTATE ~ 12:00 PM: 1,652 SF, 3 BR, 1 Bath, 2-Story home on .13 acre lot in Wormleysburg. To be sold with reserve. TERMS: $10,000 dawn. Settle in 45 days. See Web site or call for complete terms & bidder requirements. OPEN HOUSE: Sunday, Sept. 1$, 1-4 pm or by appointment West Shore School District DETAILS: Approximately 1,652 SF. Three bedrooms, 1 full bath, enclosed rear porch, double door entry foyer, whole-house fan, walk-up attic. First Floor: Living Room: 19 x 10'5" w/Fireplace Eat-In Kitchen: 10'11° x 13'5" Living Room 2lDining Room: 13'7° x 12'7° Second Floor: Bedroom #1:13'7" x 15'6" Bedroom #2: 11'2" x 11' Full Bath Bedroom #3: 14'7° x 17'2" Public Water i~ Sewer, Gas Forced Air Heat, Gas Hot Water; Central Air, 100 Amp Electric Taxes Approximately $1,654 Directions: Front Street Wormleysburg, turn Wesf onto 3rd Avenue to Property on right, Selling for the estate of Benjamin J. Otto Personal Property starting at 10:00 AM Visit www.CordierAntigues.comfov photos 8~ more details. ON~iTE ESl'ATE Al1CTIOtV Real Estate, Personal Property, Furniture, Collectibles Saturday, October 1 at 10A Preview gam through auction 213 South Second Street, Wormfeysburg, PA 17043 REAL ESTATE @ 12:00 PM: 1,652 SF, 3 BR, 1 Bath, 2- Story home on .13 acre lot in Wormleysburg. To be sold with reserve. TERMS: $10,000 down. Settle in 45 days. See Web site or call for complete terms & bidder requirements. Private showings by appointment. PERSONAL PROPERTY @ 10:00 AM: FURNITURE (12:30PM): Antique & Modern; Bowfront Curio; Upholstered Recliners & Loveseat; Coffee & End Tables; Wicker Side Tables; Desk & Chair; Record Cabinet; Mattress ~ Box Spring; Dressers; Kitchen Table 8~ Chairs; Roll Top Desk; Cupboard; Vermont Hard Rock Maple Bedroom Suite; Antique: Parlor Suite; Wood & Blanket Chests; Oak Dresser & Mirror; Wash Stands; Mahogany Chest of Drawers; Rockers; Card Table; Mirrors; Cedar Chest; Retro Kitchen Set; Floor & Table Lamps. COLLECTIBLES; Lewisberry Baseball Team Vintage Photo with Uniform; Farm Equipment Display; Se#h Thomas Mantle Clock; Hess Trucks; 60+ Collector Plates; Mixing Bowls; Quilts; Wedgwood; 30+ Pcs Stang! Wild Rose; 90 pc Noritake Dinnerware Set; Floor 8 Table Philco Radios; 1907 Hx of York County; Old Bibles; Hats & Boxes; Vintage Mens Clothes; Cast iron Bank; Tobacco Tin; Collectible Glassware; Advertising Displays; Sleigh Bells; Military Uniforms; Post Cards; Golfi Bags w/Clubs; Perfumes; Vintage Fan; Ford Advertising & Panoramic Photo; Textiles; Ruby Glass; Hull Vase. HOUSEHOLD: Fisher Portable Audio System; Curtis Disc Player; Vacuums. ART: Many Framed Pieces of Artwork lncl Prints & Original Art; Antique & Modern! POWER TOOLS: Craftsman 12" Bandsaw; 18" Scroll Saw and 10° Table Saw; Rockwell Drill Press; Porter Router; AMT Belt & Disc Sanders; Air Compressor -Campbell Hausfeid; Shop Vac; Hand Tools: Hammers; Saws; Drills; & more; Alum Extension Ladder. Selling for the estate of Benjamin J. Otto with additions from the estate of Katheryn Wise and others. Visit vwvw.CordierAntigues.com for photos 8~ more details. Directions: Front Street Wormieysburg, turn West onto 3ro Avenue to Property on right. 10°~6 Buyer's Premium on Personal Property only. Terms: Cash, PA check, VISA, MasterCard. Out of state checks wl prior approval. Food concession by Taste of the Nations. Consignor Settlement Cordier Antiques ~ Fine Art CO #: 3018 2151 Market Street Camp Hill, PA 17011 Date: 10/1/2011 Phane:717-731-8662 Fax:717-731-9830 Page: 1 Consignor: 9970 Estate of Benjamin J. Otto c/o Linda Lundberg PNC Bank 4242 Carlisle Pike P.O. Box 308 Camp Hill, PA 17001 Auction: Onsite Otto 10!1!11 Lot# Description Quantify Unit Price Ext.Price CommlBuyBadc Expenses 30 BL TOOLS (RAKES, SNOW SHOVEL ETC) 1.00 2.50 2.50 -0.50 0.00 Bid Card # 107 31 BL BRASS COAT RACK 1.00 2.50 2.50 -0.50 0.00 Bid Card # 117 32 BL PEDESTAL. SUMP PUMP 1.00 5.00 5.00 -1.00 0.00 Bid Card # 111 33 BL CERAMIC HEATER, BASKET 1.00 2.50 2.50 -0.50 0.00 Bid Card # 101 34 BL SUBMERSIBLE UTILITY PUMP 1.00 Z . 50 Z . 50 -0.50 0.00 Bid Card # 111 35 8L PLATES, CELL PHONE 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 36 BL LAWN CHAIRS (2) 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 37 BL BUFFALO BILL TOY GUN, SWORD 1.00 2.50 2.50 -0.50 0.00 Bid Card # 107 38 BL TASCO TELESCOPE 1.00 2.50 2.50 0.50 0.00 Bid Card # 105 39 BL VAC CLEANER 1.00 2.50 2.50 0.50 0.00 _._ Bid Card # 107 40 BL BREAD BOX, ETC 1.00 2.50 _. 2.50 -0.50 0.00 _. _ Bid Card # 107 41 . _ BL HUMIDIFIER 1.00 2.50 2.54 0.50 0.00 _ Bid Card # 107 42 BLL SHOP VAC 1.00 5.00 5.00 -1.00 0.00 Bid Card # 107 43 BL POTS, PANS, THERMOS 1.00 2.50 2.50 -0.50 0.00 Bid Card # 107 44 BL GAMBLING GAME 1.00 2.50 2.50 -0.50 0.00 Bid Card # 107 45 Bt TOYS, MARBLES, CARS 1.00 2.50 2.50 0.50 0.00 Bid Card # 116 46 BL GRINDING WHEEL 1.00 2.50 2.50 -0.50 0.00 . .. ... ..... .......... . _ _ . id Card # 108.. . Consignor Settlement Cordier Antiques 8< Hine Art , CO #: 3018 2151 Market Street Camp Hill, PA 17011 Date: 10/1/2011 Phone:717-731-8662 Fax: 717-731-9830 Page: . 2 ,,,,,,, ,, Lot# Desaiptlon Quantity Unit Price Ext.Pr~ce ComMBuyBack Expenses 47 BL JACK DANIELS WHISKEY CRATE, 1.00 2. SO 2.50 -0.50 0.00 BLANKETS Bid Card # 11fi 48 BL FLEXIBLE CHAIR 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 49 BL GE AIR CONDITIONER 1.00 0.00 0 . DO 0.00 0.00 Bid Card # 100 50 BL 2 CHAIRS, END TABLE 1.00 0 . oa o . 00 0 . ao 0.00 Bid Card # 100 51 BL TACKLE BOX, TACKLE, RODS 1.00 10.00 10.00 -2.00 0.00 Bid Card # 107 52 BL TACKLE BOX W/FfGURES, TOY SOLDIERS 1.00 2.50 2.50 0.50 0.00 Bid Card # 111 53 BL COFFEE MAKER, LIGHT BULBS 7..00 0.00 0.00 0.00 0.00 Bid Card # 100 54 BL DUMB BELLS 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 55 BL 2 LAMPS, BOOKS L.00 2.50 2.50 0.50 0.00 Bid Card # 107 56 BL BACK PACK, WICKER TRASH CANS 1.00 0.00 0.00 0.00 0.60 Sid Card # 100 57 BL FIRE EXTINQ. {3y, SHREDDER 1.00 2.50 2.50 -0.50 0.00 Bid Card # 119 58 Bl -MULTIPLE CAMERA, ETC 1.00 5.00 5.00 -l. 00 0.00 Bid Card # 112 59 BL PICTS, RADIO, ETC I.00 2.50 2.50 0.50 0.00 Bid Card # 107 60 NO SALE ITEMS 1.00 2.50 2.50 -0.50 0.00 Bid Card # 107 248 POTATO CABINET 1.00 7.50 7.50 1.50 0.00 Bid Card # 132 252 FL #1 DESK WlCHAIR 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 254 FL #2 4 DRAWER CHEST 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 256 FL #3 5 DRAWER CHEST 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 259 FL #4 FRAME W/MATTRESS & BOX SPRING 1.00 0.00 0.00 0.00 0.00 .._... Bid Card # 100 262 FL #5 4 PCS WICKER 1.00 2.50 2.50 -0.50 0.00 Bid Card # 132 284 l=L #6 SINGLE BED WIMATTRESS AND BOY: _ ] .00 _. 0.00 0.00 0.00 _.... 0.00 SPRING Bid Card # 100 Consignor Settlement Cardier Antiques & Fine Art 2151 Market Street Camp Hill, PA 17011 Phone:717-731-8662 Fax:717-731-9830 CO #: ~.. 3018 Date: 10/1/2011 Page: 3 Lot# Description Quantity Unit Price Exl.Price Comml8uyBack Expenses 266 FL #7 8 DRAWER DRESSER 1.00 20.00 20.00 -4.00 ~ 0'.00 Bid Card # 102 269 FL #8 MODERN SECRETARY 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 271 FL #9 DRESSER MIRROR 1.00 0.00 0.00 0.00 0.40 Bid Card # 100 273 FL #10 5 DRAWER CHEST WIMIRROR (DOES 1.00 0.00 0.00 0.00 0.00 NOT MATCH) Bid Card # 100 275 FL #11 FRAME WIMATTRESS... 1.00 0.00 0.00 0.00 0.00 Bid Cad # 100 277 FL #12 3 DRAWER NIGHTSTAND 1.00 2.50 2.50 0.50 0.00 &d Card # 126 279 FL #13 PLANK STYLE TABLE 1.00 0.00 0.00 0.00 0.00 _ _...... Bid Card # 100 281 FL#14 ROCKER 1.00 2.50 Z,50 -0.50 0.00 Bid Card # 121 283 FL #15 COFFE WlMATCHING END TABLE 1.00 5.00 5.00 -1.00 0.00 Bid Card # 107 285 FL #16 GREEN LOVESEAT 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 287 FL #17 BROWN RECLINER 1.00 5.00 5.00 -1.00 0.00 Bid Card # 101 289 FL #1$ RUST RECLINER 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 291 FL #19 GOLD SWIVEL CHAIR 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 323 FL #38 KITCHEN TABLE WILEAF AND 4 1.00 0.00 0.00 0.00 0.00 CHAIRS Bid Card # 100 Total Quantity: ~ 52.00 Tota l Invoice Sate Price: 117. SO Total Commission: ( 23.50) Total Due to Consignor: 94.00 Total Payments: 0.00 Balance: $94.00 Positive Balance, Monies Owed to Consignor Consignor Settlement Cordier Antiiques 8~ Fine Art 2151 Market Street Camp iiiN, PA 17011 Phone: 717-731-8662 Fax:717-731-9830 COMMISSION SETTINGS Calculate Commission By: Each Commission Structure Type: Fixed Any amount 20% CO #: 3018 Date: 10/1/2011 Page: 4 ___ _ __ JUf', IU• LU' ~ 'V~'J~N~ ripV f7111Vn u+~ IVJ LIY( iev. !!VU i [. ~'NC LEADE~GT?~E 1NAY June 7, 2011 Carol Koscienski PNC Bank Wealth Management RE: Benjamin J. Otto: SSN: 16~-38-2335 DOD: 05/14/2011 Dear Ms. Koscienski Yn response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Certificate of Deposit Account # 3100336636 Established: 01/02/2009 BENJAMIN J OTTO DOD balance: $ 26,038.04 + 2.32 accrued interest Checking Account Account # 5140240375 Established: 04/27/1983 BENJAMIN J OTTO DOD balance: $ 12,877.07 + 0.06 accrued interest Savings Account Account # 5000627682 Established: 07/18/1996 BENJAMIl~t J OTTO DOD balance: $ 53,088.36 + 0.65 accrued interest investment Account The decedent maintained Investment Account # 6088095 & 65088097. For further information, you may call the Brokerage Department at 1-800-762-6111. Page 1 of 2 L~ ~~~n ~~, „~ ~ ~~• i'~F'~~' r;Vl, ~H!`,'~ 4!L-lU7-L!4( _ Igo, JI~V_ r, j Please note that than office provides date of death balances for deposit accounts (IIZAs, CDs, Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with 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 2'has message is intended for the use of the individual yr 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 any dissemination, distribution or copying of this communications is strictly prohibited. If you hove received this communication in error, please notify me immediately by reply or by telephone at 800-762-177 and immediately destroy this faxed document. Page 2 of 2 ~ Linco]n Financial Groupm P O BOX 7880 . FORT WAYNE, IN 46801-7880 April 21, 2011 BENJAMIN J OTTO ESTATE C/O PNC BANK NA ATTN: CAROL KOSCIENSKI PO BOX 308 CAMP HILL, PA 17041-0308 Dear Ms. Koscienski: Re Contract: 8.94150+006 Benjamin Otto, deceased ~~~ ~~~~~ REr,~lvEo JUL ~ 9 2011 I NA' In response to your recent request, the date of death value on the above.referenced contract was $8,753.86. The named beneficiaries were Jason E Otto and Jeremy W' Otto. r--- If you have any questions or need more information, our toll=free number is 1-800-454- 6265, extension *8200. Annuity Claims Registered Representative of, and securities offered through, Lincoln National Life Insurance Company and Lincoln Financial Advisors Corp., broker-dealers. Lincoln Retirement is the marketing name for the annuities operation of The Lincoln National Life Insurance Company. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. l~meri rise 7 Financial June 17, 2011 DECEIVED RiverSource Life Insurance Company il(~IV `L ~ LQ1~ Ameriprise Financial Company ' 70100 Ameriprise Financial Center Minneapolis, MN 55474 ~ ~ ~~ ~~~ ~~ - :~ ESTATE OF BENJAMIN J OTTO _~' _ ~ C/O PNC BANK, N.A '.~ ~ '~ " . ` •~ PO BOX 308 - •_ ~,: CAMP HILL, PA 17001-0308 ~ ` - 10445738 7 001 ~ .~k `~ ~ Deaz ESTATE OF BENJAMIN J OTTO: ~ i . ~. Thank you for your recent inquiry regazding BENJAMIN J OTTO's accounts. These are the values of the accounts as of 05/14/2011. Account Information _ , Annuities -Post 1985 -. _ ~ ,• Account Number Ownership - ~ ~ ~ 93107783865 0 004 IltA -beneficiary designated 93107836754 3 004 403(b) or 501(c)(3) TSA ~ , Annuities -Post 1985 ~ - ., , ~" .J Account Number Total Value 93107783865 0 004 $13,838.58 93107836754 3 004 $30,249.55 The date of death values provided.aze for estate tax purposes and are not a value to be paid Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Life Insurance products} with the insured deceased reflect the gross death benefit at date of death and not the cash value. Values indicated for Life Insurance Products with only the owner deceased reflect the cash value as of the date of death. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financial provides these values as a service to its clients. Actual values used in preparation of tax returns or for planning purposes should be verified by your legal and accounting advisors. We appreciate the opportunity to• be of service to you. Please contact us if you have any questions. Sincerely, Anthony B Busto Death Settlements Processing Team Ameriprise Financial Center Minneapolis, MN~55474 1-800-862-7919, Option 2, ask for Estate Settlements Insurance and annuit . are issued by RiverSc Life Insurance Comp; an Ameriprise Fnanc company. Ameriprise Brokerage is provides by Ameriprise Fnanc Services, Inc. AmeriF Fnancial Services, Ir Member FlNRA and SIW '~'~~'"` Conrad/ConsumedSCP/PNC '1,... 06/28/2011 09:52 AM Carol, To Carol SKoscienski/PNCAdvisors/SCP/PNC@PNC cc Katharine Harris/Consumer/SCP/PNC@PNC Subject Re: BENJAMIN OTTO I finally have all of the DOD information you requested. I'm so sorry it has taken this long to get it to you, but I was at the mercy of our back office. caner ype illiard Account umber FS Account umber OD Value enjamin J. Otto OTH IRA 508-8097 05-462268 2,191.76 enjamin J. Otto ndividual 508-8095 05-462250 4,952.53 .enjamin J. Otto et Life Annuity 508-8095 05-462250 51,662.49 Jeremy and Jason were 50/50 beneficiaries on all accounts except the Individual Money Market ($44,952.53). Mr. Otto's estate is entitled to these funds. Jared Conrad Financial Advisor PNC Investments 1400 Camp Hill Shopping Center Camp Hill, PA 17011 717-761-1931 717-761-2149 (Fax) U1-U606-01-1 Caution: Electronic Mail (e-mail) sent through the Internet may not be secure and could be intercepted by a third party. For your protection avoid sending confidential or proprietary information, or identifying information such as account or social security numbers to other or us. Further, do not send time sensitive, action oriented messages such as orders to buy or sell securities, fund transfer instructions, check stop payments, etc., as it is our policy not to accept such items via a-mail. All security prices, yields and availability are subject to change. PNCI reserves and intends to exercises the right to review e-mail communications. NOT FDIC INSURED -MAY LOSE VALUE - NO BANK GUARANTEE _ ._ Carol S Koscienski 'Hi Jared I'd: like to interoffice our letter of instru,'. 06/24/2011' 04.06:17 PM ES/03/2000 08:39 7177373494 SCHNEIDER ASSOC PAGE 02 Alliar¢ Life Insurance Company of North America PO Box fi9080 Minneapolis, MN 55459-D060 800.950-1962 June 9, 2011 JEREMY OTTO 101 CORL STREET STATE COLt_EGE PA 46350 RE: Policy Number 3365116 Dear BeneFrciary: We extend our sympathies at this difficult time. Allianz Q Anttulty payments have been temporarily suspended urr~ you file a da"an for beneTfts, in accordance with tha internal Revenue Code, you must receive the annuity paym~ as frdquently as Benjamin Otto received ttram, We are also able to offer you an option to receive a commuted value in a lump sum. 1. Coa~tinua Annuity Setltarinent pay~ts. Corftirweto reorNe payments under the current opton. 2. Lump-sum Dir+trlbutton. (Present Value of Reur~ir>ng G~usranteeci PayrnerMs). Receive slump`-sum check This value may increase or 0®a~ease depending on changes to the prime rate. Rs benetydary, I agr+ae that /n the everrt that arry person ar ~Y `Haloes a ctaan against the Company under or' relating to the above Pollrses, i agree b lnd~rnnify and hraild f/re Canpany hannlfess fawn all sums, damages, fees and casts incurred by ar es~sed against the Glompany 6n ap such claims and lamruits. PLE~ISE NOTE.• In order to rerseive lire eorrxnuted iurrrp•atxn value, ail beneFieietles must elect ttac lump~um option. Please eoordnate the maiNng of your forms_ We v+M process this option only when all forms are received from all beneflciaries_ oiicy Payment Payment Meat Find Commuted quallHad or Number Frequency Amount PayrrMnt Payment lump Sum Nonquallfred -- DaM t7~ Vehie Z'iA S'! ~R ~r ~.MS n. _-..._,. ~..,........--. , ...,..s..,. r r ri r~ra r ~ ~t,NVO..yB mm~ UUallned Please complete and return: • Corrtinulnp Anrwtty Option SsttlemeM CWfr1 Form if you elect to continue existing payments OR Ftteed Annuity Claim Form if you sled the lump sum oommeRed vahte • Copy of the asrtitied death carftflcale (only one cepY ~ required for the decried} Please give this matter your prompt attentiorr_ Once we receive yow claim requirements, allow 16 business deye far processing. Shouk! you have any Questions. Please canter our afflce at 800.950.196'2, Annuky Claims Alllarrz Life Insurance Company of North America c: William Schneider LCL-1000 rev 711/[19 06/03/2000 08:39 7177373494 A16anz Life insurance Gorrrpany of North Mre~rica PO Box 59060 Minneapol"~s, MN 55459-0060 800,950.1962 June 9, 2011 JASON OTTO 0532 EAST 300 NORTH I.APORTE fN 46350 RE: Policy Number 3385196 Dear 8enefiaary: SCNNEIDER ASSOC PAGE 03 Allianz Q We extend our sympathies at this difficult time. Annuity payments have been temporarily suspended until you fife a claim for benefits. In accordance with the internal Revenue Code, you must receive tfie annuity payments as frequently as Benjamin Otto received them. We are also able to offer you an option to recetwe a commuted value in a lump sum, 1. Continua Annuity Saltlerrisnt Payrna-t~ Contfrwe to receive payments under the current option. 2 L.urnp-sum Distribution. {Present VeNue of Remaining Guaranteed Paym~j_ Receive a iump~um check. This value may inereas+e or decrease dependirrA on ehanpes to the prime rate, As benefielary, agnae that en the event G-iet BrrY P~~ or ~+~y makes a Claim ag~elnst the Compan y under or nlaHr)q to tl~e abow3 Po6cies• I agree to inalerr-nlly $nd hold the Cornpeny harmless 11rorr1 aN surds, damages. tees end scats lnarrred by or assessed agabaet the Company ih all such t~Ra'urrs and /awauifs. PLEASE NOTE.• to order to receive the commuted krrnp-earn value, ati beneAciariee must elect the lump-sum option. Please coordinate the marl'ng of your farrrrs_ We will process this option only when a0 forms era received from all beneficiaries. Policy Payment Pagrment Niax! Final Commuted uanfied or Number Frequency Amount Psrymsht Payment Lump Sum NorttYualified ~~p~„~ _~ DAIs Dale Value - - -- -'-"--' •..n.....++-, r ,i ,~,w, , . ,r rwN 1I 7L,~IW_JO NOn u(la~~~ Please complete and return: • CoMlnuing An»utq Option Settlement Claim Form if you sled to continue existing payments OR Fixed Aeaulty Clem Form if you sled the lump sum commuted value Copy of the cerfiffed dagdit carllfle:ale (only one copy.is required for the deceased) Please give this matter your prompt attention. Once we receive your dalm requirements, allow 15 business days for processing. Should you have any quaationB, please ooritacx our office at 800.950.1962 Annuity Claims AllianZ Life Insurance Company of North America c: Wiliam Schneider LCL-100D rev 71~I09 Fw: Estate of Benjamin Otto -Holy Spirit Hospital Pension --- ~' Linda J Lundberg to: Constance Gray 06/11/201204:29 PM See attached email for value of Holy Spirit Hospital pension as of Mr. Otto's date of death. Linda J. Lundberg, CTFA Vice President PNC Wealth Management PO Box 308 4242 Carlisle Pike Camp Hill PA 17001-0308 Phone 717-730-2265 Fax 717-730-2254 Toll Free 1-800-762-0616 -- Forwarded by Linda JLundberg/PNCAdvisors/SCP/PNC on 06/11/2012 04:28 PM -- From: Susan Hudson <shudson@dzmmglaw.com> To: "linda.lundberg@pnc.com" <linda.lundberg@pnc.com> Cc: Patricia Zucker <PZucker@dzmmglaw.com>, Courtney Jurina <cjurina@dzmmglaw.com>, Susan Hudson <shudson@dzmmglaw.com> Date: 06/11/2012 02:31 PM Subject: Estate of Benjamin Otto -Holy Spirit Hospital Pension Linda, The figure for the "remainder calculation" for the monthly payment being received by Jason as beneficiary of his father's Holy Spirit Hospital pension would be: Using a 2% interest rate for 114 months at $495.15/month, the "present value" is $51,369.15. According to The Hartford there is no "date of death" value. The "present value" is the figure for the PA Inheritance Tax Return. Should you have any questions, please do not hesitate to contact us. Thanks, Susan Susan M. Hudson, Paralegal DALEY ZUCKER MEILTON MINER & GINGRICH, LLC 635 N. 12~ St, Suite 101 Lemoyne, PA 17043 Telephone: 717-724-9821 Facsimile: 717-724-9 826 shudsonnn,dzmmalaw. com We will continue to maintain our Harrisburg office, located at 1029 Scenery Drive, which will be 1-~. ~-~~~ :.~ Fw: Pinnade Health Defined Pension Plan `W~ Linda J Lundberg ta: Constance Gray 06/11/2012 04:31 PM Connie, Attached is the value to use for tax purposes for the Pinnacle Health Pension Linda J. Lundberg, CTFA Vice President PNC Wealth Management PO Box 308 4242 Carlisle Pike Camp Hill PA 17001-0308 Phone 717-730-2265 Fax 717-730-2254 Toll Free 1-800-762-0616 -- Forwarded by Linda JLundberg/PNCAdvisors/SCP/PNC on 06/11/2012 04:30 PM ---- From: Patricia Zucker <PZucker@dzmmglaw.com> To: "linda.lundberg@pnc.com" <linda.lundberg@pnc.com> Cc: Courtney Jurina <cjurina@dzmmglaw.com> Date: 03/28/2012 05:25 PM Subject: Pinnacle Health Defined Pension Plan Linda, The present day value for the Pinnacle Health Defined Pension Plan is $29,676.00, which is the amount we can use for the Inheritance Tax for date of death value. Hope to get the other valuation soon. Thanks. pcz Patricia Carey Zucker, Esquire DALEY ZUCKER MEILTON MINER & GINGRICH, LLC 635 N. 12~ St, Suite 101 Lemoyne, PA 17043 Telephone: 717-724-9821 Facsimile: 717-724-9826 pzucker ,dzmm7law.com We will continue to maintain our Harrisburg office, located at 1029 Scenery Drive, which will be available by appointment only. ***IMPORTANT NOTICE*** This message is intended for the use of the individual or entity to whom it is addressed and may contain confidential information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received ~ Prudential Retirement ""'~ 0 ~ 2012 Prudeiltaal The Prudential Insurance Company of America 30 Scranton Office Park Scranton, PA 18547-1789 i-877-778-2100 www.retirement.prudeniial.com Benjamin J Otto Plan Number: 340047 c!o Daley Zucker Meilton Sitb-Plan Number: 000001 635 N 12th ST. Ste ] O1 Reference Number: 34044782335 Lemoyne, PA 17043 Account Owner: Benjamin J Otto Febtvary 29, 2012 Dear Participant: In respo~>se to your request, enclosed please find the fallowing: Benjamin J. Otto's ac:cottnt balance as of 5!14!2011 was $32,352.46. Thank you for allowing Prudential Retirement the opportunity to serve your retirement needs. If you have any questions or require assistance, please contact our office at 1-877-778-2100. Sincerely, Stacy Leslein Enclosures} i e d e m FUNERAL Dennis L. Wiedeman, F.D. -Supervisor HOME 'amen w. Taq°"' F.°. STATEMENT O F A C C O U N T J U ~a~~F.D. n•Krosnar, F.D. PNC Bank C/O Linda J. Lundberg 4242 Carlisle Pike Camp Hill, PA 17011 The Funeral Service of: Mr. Benjamin J. Otto ~A. CHARGE FOR SERVICES SELECTED: ~ 1. PROFESSIONAL SERVICES $ 2395.00 2. FACILITIES/SERVICES/EQUIPMENT:$ -0- 3. AUTOMOTIVE EQUIPMENT: $ -0- (A) TOTAL OF PROFESSIONAL SERVICES, $ 2395.00 FACILITIES AND AUTOMOTIVE B. CHARGE FOR MERCHANDISE SELECTED: Casket .............................. $ -0- (Description) Outer Receptacle •••••••••••••••••••••• $ -0- Outer burial container••••••••••••••••••• $ -0- Acknowledgement Cards ......... ...... $ -0- Register Book(s) ................ ....... $ -0- Memory Folders ................ ....... $ -0- Prayer Cards .... .............. ....... $ -0- Temporary grave marker .......... ...... $ -0- Burial Clothing ................. ....... $ -0- Other Clothing .................. ....... $ _0_ Custom Graphic Design & Printing . ....... $ -0_ Flowers ....................... ...... $ -0- $ -0- Ashen Pewter Mini urns $ 240 00 . Cremation UrnPevrt~r.Urn .......... ....... $ 395.00 Interior & Exterior Crucifixes ...... ....... $ -0- Refrigeration ................... ....... g 135.00 (B) TOTAL MERCHANDISE SELECTED $ 770.00 `~\ ~~~\ ~- v~;~ r i~D #~At~~C ~C~CEIVED ,i;Jl~ t7 ;! 2011 a n ~ ~ &~- 57 South Second Street Steelton. PA. 17113 Phone: 717.939.2344 Fax: 717.939.1999 email: wiedemanfh@comcast.net www.wiedemanfuneralhome.com C. SPECIAL CHARGES: Forwarding of remains to $ -0- (Funeral Home) Receiving of remains from $ -0- (Funeral Home) Immediate Burial $ _0_ Direct Cremation $ -0- $ -o- SUB-TOTAL OF SPECIAL CHARGES. ...... ... C $ -0- D. CASH ADVANCES: Opening Grave ................... . $ -0- Cemetery Equipment .............. .. $ _0_ Newspaper Notices -Local ......... . $ -0- Newspaper Notices -Out-of-town . ... $ -p- Telephone & Telegrams ............ . $ _p_ Airfare ......................... . $ -0- Clergy Honorarium ................ . $ -0- Pallbearers ..................... .. $ -0- Certified Copies of Death Certificate .. . $ 150.00 Crematory Charges ................ . $ 225.00 Organist ........................ . $ -0- Soloist ......................... ..$ -0- Other Coroner Cremation Authorization $ 25.00 Other $ -0- Other $ _0_ SUB-TOTAL OF CASH ADVANCES , , , , , , , , D $ 400.OC SUMMARY OF CHARGES: A. Professional Services, Facilities and Equipment and Automotive Equipment ....................... $ 2395.00 B. Merchandise ..................... $ 770.00 C. Special Charges .................. ~, -0- D. Cash Advances ................. $ 400.00 TOTAL OF ALL SELECTIONS ................. $ 3565.00 LESS PAYMENTS.RECEIVED ................. $ 0.00 i BALANCE DUE ............................. $ 3565.00 ~ Family Owned and Operated....We Care