The URL can be used to link to this page

Home My WebLink About01-24-13 1505611185 REV-1500 EX (02-11) (FI) PA Department of Revenue OFFICIAL USE ONLY County Code Year File Number Bureau of Individual Taxes Po Box 2aosol INHERITANCE TAX RETURN 21 L 2 0 4 ? 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Decedent's Last Name Suffix Decedent's First Name M I RAUCH f~ARY LOUISE (If Applicable) Enter Surviving Spouse'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 APPROPRIATE BOXES BELOW ® 1. Original Return ^ 2. Supplemental Return ~ 3. Remainder Return (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 T-,:st 0 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 SEC710N MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOIILD~BE DIRECTED TO: Name Daytime +I~lephone Numl~e.T: _~.~ :~~:;~ BRIDGET (h • WHITLEY, ESQ . ~ ~~ First Line of Address SKARLATOSZONARICH LLC Second Line of Address 1,7 S • 2ND ST • , 6TH FL City or Post Office HARRISBURG State ZIP Code PA 1,7],01 correspondent's a-mail address: B ~1 W a1 S K A R L A T O S Z O N A R I C H• C D~ 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~~'l~l.,A., ~'ylu~~ MARY ~1ATTHEWS '//~-r-~l ~ ADDRESS ' 175 ~IORGANTOWN ROAD HONEY BROOK, PA 1,9344 SIGNATU E OF PREPARER 0 ER TH REPRESENTATIVE DATE ~~~~-j~, BRIDGET (~• WHITLEY, ESQ• ~~~~~3 ADDRESS ~ 1,? S • 2ND STREET, 6 H FLOOR HARRISBURG, PA 1,?],0], PLEASE USE ORIGINAL FORM ONLY L 1505611185 Side 1 OM41i47 3.000 1505611185 h ~J ],505611,185 REV-'1500 EX (°2-11) (FI) OFFICIAL USE ONLY PA Department or Revenue County Code Year File Number Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN 21, 1, 2 0 4 7 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Decedent's Last Name Suffix Decedent's First Name M t RAUCH MARY LOUISE (If Applicable) Enter Surviving Spouse'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 APPROPRIATE BOXES BELOW ® 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (Date of Death Prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future {nterest 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 HE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number BRIDGET M• WHITLEY, ESQ• 71?-233-1000 First line of Address SKARLATOSZONARICH LLC Second line of Address 17 S• 2ND ST•, 6TH FL City or Post Office State ZIP Code HARRISBURG PA 171,01 REGISTER OF WILLS USE ONLY DATE FILED correspondent'se-maitadaress: BMW~SKARLATOSZONARICH • COM __ Under penalties of perjury, f declare that i have examined this return, inGuding 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. ......,~~' ~.~; ~~ /~{tt.z,~..~, SUSAN W • RAUCH 'l ~'G/t3 ADD~tI- ESS 21 WARD STREET MILFORD, CT 06460 SIG RE OF PREPARER OTHER THE REPRESENTATIVE DATE BRIDGET M. WHITLEY, ESQ• o2j l~ AD RESS 1,7 S • 2ND STREET, 6TH FLOOR HARRISBURG, PA 1,7101, PLEASE USE ORIGINAL FORM ONLY Side 1 1505611,1,85 oMasa~s.aoo 15056111,85 J J 1505611285 REV-1500 EX (FI) Decedent's Social Security Number ~ecedent'sNeme: RAUCH I"IAR Y LO UISE RECAPITULATION 1. Real Estate (Schedule A) 1. 2 7 5 , D 8 9.0 0 2. Stocks and Bonds (Schedule B) . 2. 2 5 5 , 8 6 6.0 0 3. Closely Held Grrporation, Partnership or Sole-Proprietorship (Schedule C) , 3. 0 • D D 4. Mortgages and Notes Receivable (Schedule D) 4. D • D D 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 4 4 , 0 8 6 - D D 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6, D - D 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 5 6 , ~ 9 5 • 0 D 8. Total Gross Assets (total Lines 1 through 7) 8. 6 31, , 8 3 6.0 D 9. Funeral l=xpenses and Administrative Casts (Schedule H). 9. 4 4 , 7 0 3.0 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10. 4 , 9 2 2 . D 0 11. Total Deductions (total Lines 9 and 10) , 11. 4 9 , 6 2 5 - 0 0 12. Net Value of Estate (Line 8 minus Line 11) 12. 5 8 2 , 211, • 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) , , 13, D • D 0 14. Net Value Subject to Tax (Line 12 minus Line 13) , , 14, 5 8 2 , 21,1, • 0 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers unSier Sec. 9116 16. Amount of Line 14 t xable t li l t x o4~ a nea ra e . 582,212-DO 16. 26,200.00 17. Amount of Line 14 taxable at sibling rate x .12 0.0 D 17. 0.0 0 18. Amount of Line 14 taxable at collateral rate X .15 (] . ^ ~ 18. 0 - 0 0 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 2 6 , 2 0 D • 0 0 20. FILL IN 7HE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT X^ Side 2 1505611285 1505611285 OM4648 3.000 REV 1500 EX (FI) Page 3 Decedent's Complete Address: Fite Number a~. i,~ n~l~a DECEDENTS NAME UCH MARY LOUISE STREET ADDRESS CITY CAMP HI L STATE PA ZIP 1,701,1- Tax Payments and Credits: 1. Tax Due (Page 2, Lippe 18~. 2. Credits/Payments A. Prior Payments 2 6, D 0 0. D'0 B. Discount 1, 3 0 0 • ,^ (~ 3. Interest (1) 26, 200.OD Total Credits (A + 13) (Z) 4. tf Line 2 is greater than Line 1 + Line 3, enter the difference. This i5 the OVERPAYMENT. Fifl in box on Page 2, Lute tv request a refund. s 5. If Line 1 + Line 3 is greater than Line 2, enter thedifference. This is the TAX DUE. 27, 30D ° DD (3) D • D 0 (4) 1,1,00 • DD (5) 0.O D Make check payable to: REGISTER OF Wi LLS, 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 premise 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 #or" 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. X9116 (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. X9116 (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 Juiy 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. g9116(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. OM4671 2.000 REV-1502 EX+ (01-10) pennsylvania DEPARTMENTOF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF: FILE NUMBER: Mary Louise Rauch 21 12 0472 A11 real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Undivided one-half interest in 1 Riverside Drive, Goldsboro, PA 80,389 Owned as tenants in common with brother, Joseph Stine. Valued at one-half of assessment ($150,120) adjusted by common level ratio (1.19) and discounted 10~ for costs of partition discount. 2 12418 Harvard Avenue, Camp Hill, PA (Assessed value; CLR is 1.0) 194,700 TOTAL (Also enter on Line 1, Recapitulation.) 1$ 275., 089 swass5 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1503 EX+ {6-38} SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT TATE OF FILE NUMBER Mary Louise Rauch 21 12 0472 All property jointly-owned with right of survivorship must be disclosed on Schedule F. STEM VALUE AT DATE NUMBER DESCRIP710N OF DEATH x. 5,020 Shares Susquehanna Bancshares, Tnc. PA 47,991 2 4,122.137 Shares Dreyfus/Laurel FDS TR 26,340 3 899.281 Shares Federated GNMA TR 10,378 4 2,854.821 Shares Federated Total Return SERS 32,545 5 2,716.867 Shares PIMCO Funds INVT MGMT SER 30,320 6 5,725.95 Shares Ridgeworth FDS SEIX FLRT HI I 50,560 7 5,610.463 Shares Vanguard Fixed Income Secs FD 57,732 TOTAL (Also enter on fine 2, Recapitulation} I $ 255, 866 3W4696 1.000 (If more space is needed, insert additional sheets of the same size} REV-1508 EX+ (11-10) pennsytvania SCHEDULE E oEPARTMENrOF REVENUE CASH, BANK DEPOSITS, & MISC. RESI~NTDECEDENT~RN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Marv Louise Rauch 21 12 0472 InGude the proceeds of litigation and the date the proceeds were received by the estate. A(I prope 'ointl owned with right of survivorship must tre disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Checking Account No. 5140262523 11,423 2 Robbins Marine -proceeds from sale of boat 3,500 3 Federal Income Tax Refund 1,389 4 State Income Tax Refund 135 5 . Lifeline Refund 143 6 Household goods and personal property 750 7 Vanguard Money Market 1,590 8 M&T Investment Group - Cash Account 806 9 Northwestern Mutual Access Fund Account No. 80200510735520 24,256 10 Patriot News Refund g4 TOTAL (Also enter on line 5, Recapitulation) $ ~ 44 , 086 oW46a,D z.ooo if more space is needed, use additional sheets of paper of the same size. REV-1510 EX + (OS-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY Mary Louise Rauch 21 12 0.472 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBE DESCRIPTION OF PROPERTY INGIOETI-EN4MEflFTFETRANSFEREE,TFE:IRRELATioNSWPTODECEDEMAhU TFEOATEOFTRO1SF6i. ATrPCHACCWY OF THE oEEO FOR REA! ESTATE DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION IF APPl1GA8LE TAXABLE VALUE 1• Met Life Total Control Account No. 4042490248 46,095 100.0000 0 46,095 Paid to decedent's daughters, Susan Rauch and Mary Matthews, as beneficiaries 2 Sovereign Bank Individual Retirement Account 10,700 100.0000 0 10,700 Paid to decedent's daughters, Susan Rauch and Mary Matthews, as beneficiaries TOTAL (Also enter on line 7, Recapitulation) $ 56,795 If more space is needed, use additional sheets of paper of the same size. 9W46AF 2.OOD REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS --_ ESTATE OF FILE NUMBER Mary Louise Rauch 21 12 0472 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~. Myers-Harner E'uneral Home 11,065 Total from continuation schedules . B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) 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.) Ctaimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 Register of Wills - Dauphin Co. (Oath of Office Fee} 2 The Sentinel - Estate Advertising Total from continuation schedules . TOTAL (Also enter on Line 9, Recapitulation) ~ $ swasa~ 2.oao If more space is needed, use additional sheets of paper of the same size. 3,322 7,500 536 20 275 21,985 44,703 Estate of: Mary Louise Rauch Schedule H Part 1 (Page 2) Item No. Description 2 East Harrisburg Cemetery 3 Funeral Reception expense 21 12 042 Amount 3,162 160 Total (Carry forward to main schedule) 3,322 Estate of: Mary Louise Rauch 21 12 0472 Schedule H Part 7 (Page 2) 3 Borough of Camp Hill - Sewer 330 4 UGI Utilities, Inc. 212 5 PPL Utilities, Inc. 332 6 Cumberland Law Journal - Estate Advertising 75 7 Pennsylvania American Water 211 8 Joseph K. Stine - 2012 Sehool RE Tax (Goldsboro property) 1,629 9 Camcast Cable 353 10 C. Frank Company - Repairs to hot water heater 100 11 Penn Waste 87 12 PMA Monthly Service Fee 30 13 A&A Painting 5,350 14 Joseph K. Stine Expenses relating to maintenance of Goldsboro real estate 2,593 15 Carol Rosenberry - Reimburse for expenses 1,233 16 SkarlatosZonarich LLC - Costs 45 17 Sue Kauffman - Assist with sale of Camp Hill Real Estate 4,401 18 Janet L. Miller 2012 Real estate tax 2,402 19 Wells Fargo Bank service charges 150 20 Schultz's Landscaping 1,200 21 Electrician Electrical repairs to Camp Hill residence 30 Total (Carry forward to main schedule) 20,763 Estate of: Mary Louise Rauch Schedule H Part 7 (Page 3) 22 Abbey Carpeting and Flooring 21 12 0472 1,222 Total (Carry forward to main schedule) 1,222 REV-1512 EX+(12-08) SCHEDULE pennsylvania DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS occ~ncnrr ricrF nGnrr ESTATE OF FILE NUMBER Mary Louise Rauch 21 12 X472 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, inctuding unreimbursed medical expenses. 8W46AH 2.000 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsyivania DEPARTMENTOF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: Ma Louise Rauch 21 12 0472 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONS} RECENING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. 9116 (a) (1.2}.J 1. 1. Susan W. Rauch 21 Ward Street Milford, CT 06460-6449 Sovereign Bank Individual Retirement Account Inventory Value: 5,350 Met Life Tatal Control Account No. 4042490248 Inventory Value: 23,048 40~ of Residue: 210,166 !Daughter ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE515 THROUGH 18 OF REV 1500 COVER SHEET, AS APPROPRIATE. 238,564 NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ $ 0 9W46AI 2.000 if more space is needed, use additional sheets of paper of the same size. Estate of: Mary Louise Rauch Schedule J Part 1 {Page 2} Item No. Description 2 Mary E. Matthews 176 Morgantown Road Honey Brook, PA 19344-9771 Sovereign Bank Individual Retirement Account Inventory Value: 5,350 Met Life Total Control Account No. 4042490248 Inventory Value: 23,048 40~s of Residue: 210,166 3 John Matthews 176 Morgantown Road Honey Brook, PA 19344-9771 1/15 of Residue: 35,028 4 Jeffrey Matthews 176 Morgantown Road Honey Brook, PA 19344-9771 1/15 of Residue: 35,028 5 Mark Matthews 176 Morgantown Road Honey Brook, PA 19344-9771 1/15 of Residue: 35,028 Relation Daughter Grandson Grandson Grandson 21 12 0472 Amount 238,564 35,028 35,028 35,028 LAST WILL AND TESTAMENT aF MAR ~' LO UISE RA UC1~I .~ Introductory Clause. I, Mary Louise Rauch, a resident of and domiciled in the Borough of Camp Hill, County of Cumberland and Commonwealth of Pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore made by me. I have two living children: Susan W. Rauch and Mary E. Matthews. ARTICLE I Direction to Pa~Debts. I direct that all my legally enforceable debts, secured and unsecured, be paid as soon as practicable after my death. ARTICLE II Direction to Pay All Taxes from Residuary Estate. I direct that all estate, inheritance, succession, death or similar taxes (except generation-skipping transfer taxes) assessed with respect to my estate herein disposed of, or any part thereof, or on any bequest or devise contained in this my Last Will (which term wherever used herein shall include any Codicil hereto), or on any insurance upon my life or on any property held j ointly by me with another or on any transfer made by me during my lifetime or on any other property or interests in property included in my estate for such tax purposes be paid out of my residuary estate and shall not be charged to or against any recipient, beneficiary, transferee or owner of any such property or interests in property included in my estate for such tax purposes. ARTICLE III General Bequest of Personal and Household Effects 'With a Precatory Memorandum. I give my tangible personal property and all insurance that I am carrying on said tangible personal property to such of my children who are living at my death, to be divided equitably among or between them as they may determine, or, if they are unable to agree, as my Personal Representative shall determine, after considering the wishes of such children. I have complete confidence that my children or my Personal Representative will honor any written instructions that I may leave with regard to said tangible personal property. Any such property not so _"7?PR -1- distributed shall be sold, and the proceeds added to my residuary estate to pass as hereafter described. ARTICLE IV Specific Devise of Residential Property. I give and devise to my daughters, Mary E. Matthews and Susan W. Rauch, or the survivor of them, as joint tenants with right of survivorship and not a.s tenants in common, any interest which I own at the time of my death in the house and lot located in the Borough of Goldsboro, York County, Pennsylvania, tax parcel identification number 65-000-0 l -0013.00-000000. Currently I o ~n undivided one-half interest as tenant in common with my brother, Joseph Kniley Stine. ARTICLE V Outright Gift of Residuary. I give, devise and bequeath all the rest, residue and remainder of my property of every kind and description (including lapsed legacies and devises) wherever situate and whether acquired before or after the execution of this Will as follows: (1) Forty percent (40%) to my daughter, Susan W. Rauch, if she survives me; (2) Forty percent (40%) to my daughter, Mary E. Matthews, if she survives me; and (3) Twenty percent (20%) to be divided among and distributed to such of my grandchildren who survive me. Pro Rata Distribution to Remaining, Eligible Beneficiaries if Any One or More Beneficiaries Cannot Take. If either of my daughters or all of my grandchildren fail to survive me, then the share provided for such beneficiary, or class of beneficiaries, shall be added to the shares of the other eligible beneficiaries shown above on a pro rata basis. ARTICLE VI Naming the Personal Representative Personal Representative Succession, Personal Representative's Fees and Other Matters. The provisions for naming the Personal Representative, Personal Representative succession, Personal Representative's fees and other matters are set forth below: (1) Naming Individuals as Personal Representative. I hereby nominate, constitute and appoint as Personal Representatives of this my Last Will and Testament Susan W. Rauch and Mary E. Matthews and direct that they shall serve without bond. (2} Individual Personal Representatives Succession. If any individual Personal Representative should fail to qualify as Personal Representative hereunder, or for any reason . ~/' , .. 2 - should cease to act in such capacity, the remaining individual Personal Representatives shall continue to serve without a successor or substitute. (3} Fee Schedule for Individual Personal Representative. For its services as Personal Representative, the individual Personal Representative shall receive no compensation but shall be entitled to reimbursement for reasonable expenses. ARTICLE VII Definition of Personal Representative. Whenever the word "Personal Representative" or any modifying or substituted pronoun therefor is used in this my Will, such words and respective pronouns shall include both the singular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Personal Representative named herein and to any successor or substitute Personal Representative acting hereunder, and such successor or substitute Personal Representative shall possess all the rights, powers and duties, authority and responsibility conferred upon the Personal Representative originally named herein. ARTICLE VIII Powers for Personal Representative. I give to any Personal Representative named in this Will or any Codicil hereto or to any successor or substitute Personal Representative all of the powers enumerated in this Will and all of the powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and a.s in effect on the date of my death, during the administration and until the completion of the distribution of my estate. I direct that all such powers shall be construed in the broadest possible manner and shall be exercisable without court authorization. (1) Power to Acquire and Retain Assets. My Personal Representative is authorized and empowered to acquire and to retain, either permanently or for such period of time as my Personal Representative may determine, any assets, including the capital stock of any closely held corporation, whether such assets are or are not of the character approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an overconcentration in one investment. (2} Power to Disclaim Interests. My Personal Representative is authorized and empowered to disclaim any interest, in whole or in part, of which I, or my Personal Representative, may be the beneficiary, devisee, or legatee, by executing an appropriate instrument (in accordance with section 2518 of the Internal Revenue Code of 1986, as amended, or such similar section as may then be in effect). ~n ~ ~. -3- (3) Power to Sell Assets and Borrow Funds. My Personal Representative is authorized and empowered to sell at public or private sale, or exchange, and to encumber or lease, for any period of time, any real or personal property and to give options to buy or lease any such property. Additionally, my Personal Representative is authorized and empowered to compromise claims, to borrow from anyone (including a fiduciary hereunder) and to pledge property as security therefor, to make Ioans to and to buy property from anyone (including a fiduciary or beneficiary hereunder); provided that any such loans shall be adequately secured and at a fair interest rate. (4) Power to Allocate Receipts. My Personal Representative is authorized and empowered to allocate property, charges on property, receipts and income among and between principal or income, or partly to each, without regard to any law defining principal and income. ARTICLE LX Provision for Personal Representative to Name a Trustee for Beneficiary Under Aye Twenty-One. If any share or property hereunder becomes distributable to a beneficiary who has not attained the age of Twenty-one (21) years at the date of my death, then such share or property shall immediately vest in the beneficiary, but notwithstanding the provisions herein, my Personal Representative shall select a qualified person (which may include one or more adult individuals, attorneys, accountants, trust company or bank with trust powers) to act as Trustee. The Personal Representative shall designate the person named as Trustee in a writing filing with the court having jurisdiction over the administration of my estate. The Trustee so named shall retain possession of the share or property in trust for the beneficiary until the beneficiary attains the age of Twenty-one (21), using so much of the net income and principal of the share or property as the Trustee deems necessary to provide for the medical care, education, support and maintenance in reasonable comfort of the beneficiary, taking into consideration to the extent the Trustee deems advisable any other income or resources of the beneficiary or his or her parents known to the Trustee. Any income not so paid or applied shall be accumulated and added to principal. The beneficiary's share or property shall be paid over, distributed and conveyed to the beneficiary upon attaining age Twenty-one (21), or if he or she shall sooner die, to his or her personal representatives. Whenever the Trustee determines it appropriate to pay any money for the benefit of a beneficiary for whom a trust is created hereunder, then the amounts shall be paid out by the Trustee in such of the following ways as the Trustee deems best: (1) directly to the beneficiary; (2) to the legally appointed guardian of the beneficiary; (3) to some relative or friend for the care, support and education of the beneficiary; (4) using such amounts directly for the beneficiary's care, support and education; (5) to a custodian for the beneficiary under the Uniform Gifts or Transfers to Minors Act; or (6) to an account established for the beneficiary in a Qualified State Tuition Program established under Internal Revenue Code Section 529. The ~a? o° J? -4- Trustee shall have with respect to each share or property so retained all the powers and discretion.s conferred upon my Personal Representative under this Will and by law. ARTICLE X Discretion Granted to Personal Representative in Reference to Tax Matters. My Personal Representative as-the fiduciary of my estate shall have the discretion, but shall not be required when allocating receipts of my estate between income and principal, to make adjustments in the rights of any beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my Personal Representative believes has had the effect, directly or indirectly, of prefemng one beneficiary or group of beneficiaries over others; provided, however, my Personal Representative shall not exercise its discretion in a manner which would cause the loss or reduction of the marital deduction as may be herein provided. In determining the state or federal estate and income tax liabilities of my estate, my Personal Representative shall have discretion to select the valuation date and to determine whether any or a1I of the allowable administration expenses in my estate shall be used as state or federal estate tax deductions or as state or federal income tax deductions. ARTICLE XI Definitions of Family. The following definitions shall be used to define the family: (1} Definition of Children. For purposes of this Will, "children" means the blood descendants in the first degree of the parent designated; and "issue" and "descendants" mean the blood descendants in any degree of the ancestor designated. The terms "child," "children," "issue," "descendant" and "descendants" or those terms preceded by the terms "living" or "then living" shall include the blood descendant in the first degree of the parent designated even though such descendant is born after the death of such parent. (2} Inclusion of Adopted Children. For purposes of this WiII, if a person, who at the time of such legal adoption proceeding is commenced is then under the age of twenty-one (21) years, has been adopted, that person shall be considered a child of such adopting parent and such adapted child and his or her issue shall be considered as issue of the adopting parent or parents and of anyone who is by blood or adoption an ancestor of the adopting parent or either of the adopting parents. -5- ARTICLE X1I Simultaneous Death Provision Presuming Beneficiary Predeceases Testator. If any beneficiary and I should die under such circumstances as would make it doubtful whether the beneficiary or I died first, then it shall be conclusively presumed for the purposes of this Will that the beneficiary predeceased me. Testimonium Clause. 1N WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this ~ day of ~~ , 2004. p~ ~ (SEAL} Mary Lo e Rauch ~" Attestation Clause. The fore oin Will was this l day of v~ g g 2004, signed, sealed, published and declared by the Testator as and for her Last WiII and Testament in our presence, and we, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses on the above date. ~~~~ - or ~. ~ 4-~ ~~ or~~ i ,,,~ PAR -6- PROOF OF WILL COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Mary Louise ~Zauch, and ~ A l~J c~--~l Self-Proving Affidavit ~~~~ ~ ~ ~ _ and a~r<~-~- ~ • ~~ ~( e Testator and the witnesses, 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 her Last Will and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, and in the presence of each other, signed the Will as witness and 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. Mary L ise Rauch Wien ss Wi ess /~ \ J ~ Witness Subscribed, sworn to, and acknowled ed before me by Mary Louise Rauch, the Testator and subscribed and sworn to before me by~,--L~ ~- ~ (,.~--Q-r.~ ~ - l~ t.~.f~l'L and ~.i c~. ~ L witnesses, this ~~ day of , 2004. (Seal) Not Public CoMMQNWEALTH OF PENNSIFLYANf/r N~TARlAL SEAL CYNTHIA J. RULE, Notary Fur~ic _ '] _ Camp Hill Boro., Cumberland. t~ourtty My Commissirm Expires Febru _ 9, Estate Valuation ~ Date of Death: 04/12/2012 I Estate of: Mary Louse Rauch Valuation Date: 04/12/2012 Account: 2003910 Processing Date: 04/18/2012 Report Type• Date of Death . Number of Securities: 8 I~ File ID: Rauch Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 805.72 Cash (CASH) 805.72 2) 5020 SUSQUEHANNA BANCSHARES INC PA (869099101) ~ COM The NASDAQ Stock Market LLC 04/12/2012 9,65010 9.47000 H/L 9.560050 47,991.45 3) 4122.137 DREYFUS/LAUREL FDS TR (261960759} DREYF HIYLD I i Mutual Fund {as quoted by NASDAQ) 04/12/2012 6.39000 Mkt 6.390000 26,340.46 I 4} 899.281 FEDERATED GNMA TR (314184102) ~ INSTL SHRS Mutual Fund {as quoted by NASDAQ) 04/12/2012 11.54000 Mkt 11.540000 10,377.70 ! ' 5) 2854.821 FEDERATED TOTAL RETURN SERS (31428Q101) TOTL RET INSTL Mutual Fund (as quoted by NASDAQ) 04/12/2012 11.40000 Mkt 11.400000 32,549.96 6) 2716.867 PIMCO FDS PAC INVT MGMT SER (693390700) TOTAL RETRN PT L Mutual Fund {as quoted by NASDAQ) I 04/12/2012 11.16000 Mkt ;' 11.150000 30,320.24 7) 5725.95 RIDGEWORTH FDS (766287678) i ( SEIX FLRT HI I Mutual Fund (as quoted by NASDAQ} 09/12/2012 8.83000 Mkt 8.830000 50,560.14 ~ ~ 8) 5610.463 VANGUARD FIXED INCOME SECS FD {922031109) L TRM INVGRD I ~ Mutual Fund (as quoted by NASDAQ) 04/12/2012 10.29000 Mkt 10.290000 57,731.66 ~~ 1 Total Value: $256,672.33 Total Accrual: $0.00 Total: $256,672.33 ~ Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818} 313-6300 or www.evpsys.com. {Revision 7.1.1) Jun. 4. 1U1'1 11.44AM NN(; dank ~. June 4, 2012 Bridget M Whitley Esq. Skarlatos Zonarich LLC 17 S Second St 6~` Fl Harrisburg,l'A 17101-2039 RE: Mary Louise Rauch SSN: 195-54-7959 DOD: 04-12-2012 Dear 1V1s. Whitley: No. U /~4~ r. rn response to your xequest far Date of Death (DOD) balances for the customer noted above, oux records show the follo~crin~.g: C~eckiag A,ccot~nt Account # 5140262523 Established: I 1-14-1983 MARY LOUISE RANCH DOD balance: $ 11,423.39 + 0.01 accrued interest rnterest paid O 1-O l -2012 thnx 04-12-2012 $ 0.18 'YTD Please note that this office provides date of death balances for deposit accounts (BAs, CDs, Checking and Savings)_ ~Ve do not process aey financial transactions or provide staternen.ts. Tf you need assistance wish any of these items, please ca11 1-888 ANC-BANK (1-8SS-762-2265) or stop by your Local PNC Bank bzax~ich o~ce_ Sincerely, National Financial Services Center PNC Bank, N.A. Member FDYC This message is intended for the use of the individual or~ entity to which it is addressed and' may contain information that is privileged, conf dential and exempt from disclosure under applicable raw. 1f 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 notifted that any dissemination, distribution or copying of this communications is strictly prohibited. If you have received this communication in error, please notify me immediately by reply or by telephone at 800-~62-1775 and immediately destroy this faxed document. Page 1 of 1 Received Time Jun. 4. 2012 11;40aM No, 3007 Mary Louise Rauch 2418 Harvard Ave Camp Hill, PA 17011-5333 .~ Page > 1 of 1 *: dart ard3 Report for 04/12/2012 Client Services: 800-662-2739 Total report value: $1,590.49 (Total report value includes any accrued dividends.) Mary Louise Rauch -- Individual Account Account`,value summary Name ~ Fund ~ Account Date I ~ Price Per ~ , Accrued ~ Number ~ Opened ~ Shares ~ Share ~ Value* ~ Dividends i ~ I I Prime Money Mkt Fund 10030-09946251435 02/02/2001 ' 1,590.470 $1.00 $1,590.47 $0.02 _ 1~._ ---~------ i -------- -----------------. Totals $1,590.47 $0.02 Doesn't include accrued dividends. 0844436410 05/30/2012 09:41:14 May 25, 2012 SkarlatosZonarich LLC Attn: Bridget M Whitley 17 S 2"d St 6~' Floor Harrisburg, PA 17101-2039 RE: Mary Louise Rauch Access Fund Account - 80200510735520 Dear Ms. Whitley: KERRI WENDT Access Fund Service Analyst Life Benefits Division Policyowner Services Department 1-800-635-8855 ext. 661-5571 I am sorry to hear of the death of Mary Louise Rauch. Please extend my sympathy to her family. The balance in Mary Louise Rauch's account as of April 12, 2012, her date of death, is $24,255.89. The account was opened 12/21/2000 and the interest that has been added to the account in 2012 (until the date of death) is $207.16. Since Mary Louise Rauch did not designate a beneficiary, settlement will be made with her estate. To proceed with payment, I need the following: 1. Completion of the enclosed Beneficiary Claim Statement by the executor of the estate. Please be sure to provide the Taxpayer Identification Number of the Estate on the form. Please send these items to me in the enclosed envelope. If you have any questions, please contact me. Our toll free number is 1-800-635-8855. Sincerely, ~PJt1LG ~~e~ Kerri Wendt cc: Donald E Failor, CLU, • 717-238-5715 Northwestern Mutual • 507 N Front St • Harrisburg PA 17101 072/33242 The Northwestern Mutual Life Insurance Company `720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202 `414 271-1444 • www.northwestemmutual.com MetLife MetLife Total Control Account PO Box 6300 Scranton, PA 18505-6300 800-638-7283 June 5, 2012 BRIDGET M WHITLEY 17 S. 2ND ST., 6TH FLOOR HARRISBURG, PA 17101-2039 Re: Total Control Account # 4042490248 Metropolitan Life Insurance Company Accountholder: Mary Rauch Dear Ms. Whitley: In response to your request for the date of death balance for the above referenced Total Control Account, the date of death balance is $46,095.35. Please see about this if the above account opened on January 17, 2001 in the account did not utilize automatic deposits. We have attached a complete account history for your convenience which shows all interest payments made on the account from the opening date until the present. If you have any questions or require further assistance, please call our TCA Customer Service department at 800-638-7283 Monday through Friday, B:OOam through 6:OOpm ET. Sincerely, TCA Administration Services Note: Metropolitan Life Insurance Company (MLIC) provides administrative services far Total Control Accounts established in connection with policies issued by MLIC or by certain of MLIC's insurance company affiliates. tca.4146.rev.42 L.~L.~ `ic~u~u{ d~~i~{vice. ~~~t~~~rte~r L~c~~:•rsicz~z~. 17 South Second Street, 6th Floor Harrisburg, PA 17101-2039 717.233.1000 Voice 717.233.6740 Fax www.skarlatoszonarich.com January 23, 2013 Office of Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Mary Louise Rauch No. 21-12 - 0472 To Whom It May Concern: C + ~ ~..`.. a ~ ' a _ . w -i ,` - 5 . i ~-~. ,... . ~ ~ , , r-- _.,_ ,... ,.. ~ .~ • ~ b .~ . __.__ ;,, ~~~ Enclosed for filing is an original and one copy of the Inheritance Tax Return and Inventory for the above referenced estate. Also enclosed is a check in the amount of $20.00 representing the filing fees. Please time-stamp the extra copies and return to me in the envelope provided. Thank you. Sincerely, _... m' ~iK-~t ,_ ~~~~~~°' -' , ~ ~ Sharon K. Shaffer r`tJ Estate Administrator ~. ~' ~ sharc~n,'a~skarlatc~s7onarich _com ~' _ e ~ .. ~, ~~,clasures ~:. ~;:LL~ ~- ._ , c ~. .~ '~ - r~ .~ :....~ ...... ;,~, ~ , , v A Member of LawPactT"' - An International Association of Independent Law Firms 062S0006654622 ~N' olwNO~ ~M C~J~o ~~ 6F}aN~za ~LL~~ s £8£0£ __ Q ~ ~ ~ ~ O ~ M ~ ~M ` ~~~o ~ ~ ~ = U ~ _ `~ o ~ °O= ~~~~ - N ~ ~ N ~r ~'~ U ~, va ~~ c .~ ~-~~ c~ N O = ~U~U ~~ c~ ~.t: c - ~ ~ ~~ + c ~~ = ~ ~- w ~ ....- v . .. N ,_„~ ~ .~- U~,~ C~ ~ :: ~.: J O J LL 220 ~ ~ ~ F-- Z W n ~ r~r