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HomeMy WebLinkAbout03-18-13 (3) REV-1500 EX(02-11) ?'Tj 1505610143 PA Department of Revenue Pennsylvania OFFICIAL USE ONLY p perms Ivania county code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENOE PO 80X.280601 INHERITANCE TAX RETURN 21 12 1040 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 186 28 7393 09 04 2012 01 14 1926 Decedent's Last Name Suffix Decedent's First Name MI MUNZ MARGARET G (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X 1. Original Return 2. Supplemental Return _� 3. Remainder Return(Date of Death - Prior to 12-13-82) 4. Limited Estate 4a Fut after Interest Compromise — t 5. Federal Estate Tax Return Required '(date of death aer l2-12-82) g Decedent Died Testate Deco et MaintS�metl a Living Trust _ _ ___ 8. Total Number Of Safe Deposit Boxes X (Attach Copy of v II) AtOr Copy of l rust) 9. Litigation Proceeds Received I 10.Spou Povertyv Credit Date of Death 11.Election to tax under Sec.9113(A) l_— between sal 12-31- 1 and 1<-1-96) -- (Attach Schedule O) i CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATo"HOULD BE DIRECTED TO: Name Dal ljme TelephofikNunr ll LEONARD TINTNER ESQUIRE 7FJC236 9�3, 7.0 o x a Fptbi WILLS MErQINLY D = CO 'c`o CJ; t First Line of Address 315 NORTH FRONT STREET R rill Second Line of Address ? c h._ DATE FILED City or Post Office State ZIP Code HARRISBURG PA 17101 Correspondent's e-mail address: ltlntner @_btpalaW.com 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 Margaret Munz /Si / 3 ADDRESS 921 Williams Grove Road Mechanicsburg, PA 17055 81G ATUR PREPARERO NTATIVE DATE Leonard Tintner, Esquire / ADD 315 North Front Street, Harrisburg, PA 17101 Side 1 L 1505610143 1505610143 J I T t t 1505610243 REV-1500 EX Decedent's Social Security Number Decedents Name: Munz, Margaret G. 186 28 7393 RECAPITULATION 1. Real Estate(Schedule A)...... .........................................._................................... 1. 189, 600 . 00 2. Stocks and Bonds(Schedule B)............................................................................. 2. 59, 544 . 88 1 Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 333 , 946 . 40 6. Jointly Owned Property(Schedule F) E] Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous Nt Probate Property (Schedule G) a Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 583 , 091 . 28 9. Funeral Expenses and Administrative Costs(Schedule H) .................................. 9. 54 , 967 . 78 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)............................ 10. 1 , 000 . 00 11. Total Deductions(total Lines 9 and 10)_._._ ..................................................... 11. 55 , 967 . 78 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 527 , 123 . 50 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)................................... ........... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)........... _................ 14. 527 , 123 . 50 !. TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable ! at the spousal tax rate,or transfers under Sec. 9116 (a)(1.2)X.00 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 527 , 123 . 50 16. 23 , 720 . 56 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 0 0 19. TAX DUE................................................................................................................ 19. 23 , 720 . 56 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. I I Side 2 1505610243 1505610243 J i� REV-1500 EX Page 3 File Number 21-12-1040 Decedent's Complete Address: DECEDENT'S NAME Munz, Margaret G. STREETADDRESS 921 Williams Grove Road !.. CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 23,720.56 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +B) (2) 0.00 3. Interest (3) 0.00 4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund - - 5, If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 23,720.56 Make Check Payable to: REGISTER OF WILLS AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................... .- x. b. retain the right to designate who shall use the property transferred or its income;.................................. I_ ,11 f_ d. receive the promise for life of either payments Pbenefits or car ............................................................ p `J x 2. If death occurred after Dec. 12, 1982 did decedent transfer ro ertwithin 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?....... __ .1 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 January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent j [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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent,whether by blood or adoption. i Rev-1502 EX.(01-10) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT i ESTATE OF FILE NUMBER Mul Margaret G. 21-12-1040 All 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 1, 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. !I Attach a copy of the settlement sheet if the property,has been sold ll Include a copy of the dead showing decedent's Interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate-real estate know and numbered as 921 Williams Grove Road, Upper Allen 189,600.00 Township, Cumberland County, Pennsylvania,as recorded in Deed Book F-24, Page 34 III Ills TOTAL(Also enter on Line 1, Recapitulation) 189,600.00 III (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev. 01-10) I I I � Rev-1503 EX+j6.98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Munz, Margaret G. 21-12-1040 All property jointly-owned with right of survivorship must be disclosed on Schedule F. II I I ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 6,594.117 shares of Invesco VK Equity hill-Account No. 9.03 59.544.88 6910225261 I i I I I I TOTAL(Also enter on Line 2, Recapitulation) 59,544.88 (if more space is needed,additional pages of the same size) Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-98) I I Rev-1508 EX-(11-10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Mul Margaret G. 21-12-1040 Include the proceetls of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right ofsurvivorship must be disclosedon schedule F. !II, III I I ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Fulton Bank-Checking Account No. 3622.32564 21,300.53 2 Fulton Bank-Certificate of Deposit No. 328-0203479 156,167.15 3 M&T Bank-Checking Account No.62299603 15,157.60 4 M&T Bank-Certificate of Deposit No. 310039113914155 31,343.27 5 Mil Bank-Certificate of Deposit no.310039113914147 26,339.31 6 Sovereign Bank-Checking Account No. 1681790947 10,304.33 I ! 7 Sovereign Bank-Certificate of Deposit No. 1685211284 71,834.21 8 Personal Property-Miscellaneous household items, clothing,jewelry,etc. 1,500.00 i i! i TOTAL(Also enter on Line 5, Recapitulation) 333,946.40 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10) REV-1511 EX-(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE RETURN ADMINISTRATIVE COSTS RESIDENT DENTDECEDENT ENT ESTATE OF FILE NUMBER Munz, Margaret G. 21-12-1040 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER l A. FUNERAL EXPENSES: I li I I See continuation schedule(s) attached 34,693.85 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Margaret Munz, Street Address 921 Williams Grove Road City Mechanicsburg State PA zio 17055 Year(s)Commission Paid NIA Waived 2. Attornev's Fees Boswell, Tintner& Piccola 15,500.00 III 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Margaret Munz Street Address 921 Williams Grove Road City Mechanicsburg State PA zio 17055 Relationshio of Claimant to Decedent Daughter a. Probate Fees Cumberland County Register of Wills 531.50 5. Accountant's Fees 6, Tax Return Preparer's Fees I 7. Other Administrative Costs 742.43 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 54,967.78 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) I I SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Munz, Margaret G. 21-12-1040 I I ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex eg nses I 1 Malpezzi Funeral Home-funeral 32,678.27 2 Margaret Munz-reimbursement for funeral luncheon 285.58 3 Margaret Munz -reimbursement for Rolling Green cemetery lot 1,730.00 H-A 34,693.85 Other Administrative Costs 4 Boswell, Tintner&Piccola-disbursements 33.55 5 Cumberland Law Journal -legal advertising 75.00 6 Reserve- Register of Wills-Additional Probate Fees 250.00 7 Reserve-Estate Federal Income Taxes (1041) 100.00 8 Sovereign Bank-date of death letter 20.00 9 The Sentinel -legal advertising 263.88 H-B7 742.43 I I I Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) I ' REV-1513 EX,(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Munz, Margaret G. 21-12-1040 I ' NAME AND ADDRESS OF RELATIONSHIPTO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List usteel.)I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] Margaret Munz Daughter 100% of 527,123.50 921 William Grove Road residuary estate Mechanicsburg, PA 17055 I Total 527,123.50 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 01-10) i ^tl N _ co LAST WILL OF MARGARET MUNZ LEONARD TINTNER BOSWELL, TINTNER, PICCOLA & WICKERSHAM 315 N. Front Street PO Box 741 Harrisburg, Pennsylvania 17108-0741 I �I LAST WILL AND TESTAMENT OF MARGARET MUNZ I Introductory Clause. 1, MARGARET MUNZ, a resident of and domiciled in i Mechanicsburg, Cumberland County 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 am married to JACOB MUNZ. I have one living child: MARGARET M JNZ, of Mechanicsburg, Pennsylvania. ITEM I Direction to Pay Debts. I direct that all my legally enforceable debts, secured and unsecured, be paid as soon as practicable after my death. If at the time of my death any of the real property herein devised is subject to any mortgage, 1 direct that the devisee taking stich mortgaged property shall take it subject to such mortgage and that the devisee shall not be entitled to have the obligation secured thereby paid out of my general estate. ITEM 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 jointly 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. ITEM III General Bequest of Personal and Household Effects With a Precatory Memorandum. I give and bequeath all my personal and household effects of every kind including but not limited to furniture, appliances, furnishings, pictures, silverware, china, glass, books,jewelry, wearing apparel, boats, automobiles, and other vehicles, and all policies of fire,burglary,property E damage, and other insurance on or in connection with the use of this property, to my husband, JACOB MUNZ, if he shall survive me, If my husband shall not survive me, I give and bequeath all this property to my daughter, MARGARET MUNZ. ITEM IV Outright Gift of All Property to Husband, Contingent Gift to Issue. 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, absolutely in fee simple to my husband, JACOB MUNZ, if he shall survive me. If he shall not survive me, then I give, devise and bequeath all of the property to my daughter, MARGARET MUNZ. I ITEM V Simultaneous Death Provision Presuming Beneficiary Predeceases Testatrix. 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. ITEM 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: I (1) Naming an Individual Personal Representative. I hereby nominate, constitute, and appoint as Personal Representative of this my Last Will and Testament JACOB MUNZ and direct that he shall serve without bond. (2) Naming Individual Successor or Substitute Personal Representative. If my individual Personal Representative should fail to qualify as Personal Representative hereunder, or for any reason should cease to act in such capacity, the successor or substitute Personal Representative who shall also serve without bond shall be my daughter, MARGARET MUNZ, of Mechanicsburg, Pennsyvlania. (3) Fee Schedule for Individual Personal Representative. For its services as Personal Representative, the individual Personal Representative shall receive reasonable compensation for the services rendered and reimbursement for reasonable expenses. i I ITEM 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 I 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. ITEM VIII Powers for Personal Representative. By way of illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to Personal Representatives generally, my Personal Representative is specifically authorized and empowered with respect to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convey, convert, deal with, dispose of, enter into, exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, to make distributions or divisions in cash or in kind or partly in each without regard to the income tax basis of such asset, and in general, to exercise all the powers in the j management of my Estate which any individual could exercise in the management of similar property owned in his or her own right, upon such terms and conditions as to my Personal Representative may seem best, and to execute and deliver any and all instruments and to do all acts which my Personal Representative may deem proper or necessary to carry out the purposes of this my Will, without being limited in any way by the specific grants of power made, and without the necessity of a court order. ITEM IX Provision for Personal Representative to Act as Trustee for Beneficiary Under Age Twenty-One. If any share or property hereunder becomes distributable to a beneficiary who has not attained the age of Twenty-One(21) years or if any real property shall be devised to a person who has not attained the age of Twenty-One (2 1) 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 acting as Trustee shall retain possession of the share or property in trust for the beneficiary until the age Twenty-One (21). The Trustee shall use so much of the net income and principal of the share or property as my Personal Representative deems necessary to provide for the medical care, education, support and maintenance in reasonable comfort of the beneficiary, taking into consideration to the extent my Personal Representative deems advisable any other income or resources of the beneficiary or his or her parents known to my Personal Representative. 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 my Personal Representative 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 my Personal Representative in such of the following ways as my Personal i Representative 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) by my Personal Representative using such amounts directly for the beneficiary's j care, support and education. My Personal Representative as trustee shall have with respect to each share or property so retained all the powers and discretions conferred upon it as Personal Representative. ; ITEM 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 preferring 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 all 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 and shall have the discretion to file a joint income tax return with my husband. ITEM XI l Definition of Children. For purposes of this Will, 'children"means the lawful blood descendants in the first degree of the parent designated; and "issue" and "descendants" mean the lawful blood descendants in any degree of the ancestor designated; provided,however, that if a person has been adopted, that person shall be considered a child of such adopting parent and such adopted 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. The terms "child," 'children," "issue," "descendant' and "descendants" or those terms preceded by the terms "living' or "then living" shall include the lawful blood descendant in the first degree of the parent designated even though such descendant is born after i the death of such parent. The term "per stimpes" as used herein has the identical meaning as the term "taking by representation" as defined in the Pennsylvania Probate Code. i i l' !I � i ITEM XII Definition of Words Relating to the Internal Revenue Code. As used herein, the words gross estate, adjusted gross estate, taxable estate, unified credit, state death tax credit,' "maximum marital deduction," "marital deduction," "pass," and any other word or words which from the context in which it or they are used refer to the Internal Revenue Code shall have the same meaning as such words have for the purposes of applying the Internal Revenue Code to my estate. For purposes of this Will, my "available generation-skipping transfer exemption" means the generation-skipping transfer tax exemption provided in section 2631 of the Internal Revenue Code of 1986, as amended, in effect at the time of my death reduced by the aggregate of(1) the amount, if any, of my exemption allocated to lifetime transfers of mine by me or by operation of law, and (2) the amount, if any, I have specifically allocated to other property of my gross estate for federal estate tax purposes. For purposes of this Will if at the time of my death I have made gifts with an inclusion ratio of greater than zero for which the gift tax return due date has not expired (including extensions) and I have not yet filed a return, it shall be deemed that my generation-skipping transfer exemption has been allocated to these transfers to the extent necessary (and possible) to exempt the transfer(s) from generation-skipping transfer tax. Reference to sections of the Internal Revenue Code and to the Internal Revenue Code shall refer to the Internal Revenue Code amended to the date of my death. Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this day of June, 2002. J�P (SEAL) GARET I Attestation Clause. The foregoing Will was this day of June, 2002, signed, sealed, published and declared by the Testatrix as and for her Last Will 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. of 4XI of ���i of � I I li I � I PROOF OF WILL Commonwealth of Pennsylvania Self-Proving Affidavit County of Dauphin We, MARGARET MUNZ, and LEONARD TINTNER ALYCIA D. POTE and DIANE E. GRISSINGER the Testatrix 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 Testatrix signed and executed the instrument as her Last Will and that she had signed willingly(or willingly directed another to sign for him), and that he 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 Testatrix, and in the presence of each other, signed the Will as witness and to the best of our knowledge the Testatrix was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. Y'imesARET s Witness Witness Subscribed, sworn to, and acknowledged before me by MARGARET MUNZ, the Testatrix and subscribed and sworn to before me by LEONARD TINTNER ALYCIA D. POTS and DIANE E. GRISSINGER witnesses, this A day of June, 2002. :]:)e� L& (Seal) Notary Public for Pennsylvania My Commission Expires: �3)� NOTARIAL SEAL Denise L Foster.Notary Public Harrisburg,PA,Dauphin County My Commission Expires March 5,2005 li �I J i dti Bank LISTENING IS JUST THE BEGINNING October 5, 2012 Boswell, Tintner& Piccola Counselors at Law 315 North Front Street Harrisburg, PA 17101 Dear Mr. Tintner, RE: Margaret G. Munz, deceased September 4, 2012 I In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Checking #3622-32564 Date of death balance $21,300.53, opened 8/1/03, joint with Jacob Munz with Margaret Munz as Power of Attorney DATE OF DEATH ACC CD# BALANCE INT RATE OPEN ROLLOVER MATURITY 328-0203479 $155,000.00 $1,167.15 0.75% 2/5/05 9/5/11 9/5/13 * Joint with Jacob Munz with Margaret Munz as Power of Attorney If you have any other questions, please feel free to contact me at (717) 327-2497. Sincerely, Joshua A. Groff CONFIDENTIAL Credit Confirmation Processor This information answer to your nquiryhed is for after of business courtesy m answer to The bank furnishing this information cuntidentia! guarantse the dons not re;xeSeonfy. information accuracy, compfO s or refiabapty 01 t or, bank or r Provided. No responsibility is assn °t the any of Its Off ic&s, emploS ess or a med by the horein expressed is subject to Chang o t Any opirio,, noticr, i II 1.800.FULTON.4 • fultonbank.com Fulton Bank,N Member FOIL Member of the Fulon Financial Family I © M&TBank I 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-50211349 Fax (302)934-2955 October 11,2012 ' Boswell, Tintner & Piccolo 315 North Front Street Harrisburg,PA 17101 Re: Estate of Margaret Munz Social Security: 186-28-7393 Date of Death: September 4, 2012 Dear Sir or Madam: Per your inquiry on October 1, 2012, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: i I. Type of Account Checking Account Account Number 62299603 I Ownership(Names of) Margaret Munz(POA) Margaret Gottschall Munz Opening Date 082811964 Balance on Date of Death $15,15760 Accrued Interest $ .00 Total 15 7 $ ,157.60 I 2. Type of Account Certificate of Deposit . i Account Number 31003913914155 Ownership(Names of) Margaret Munz(POA) Margaret Gonschall Munz Opening Date 0610811999 Balance on Date of Death $31,335.97 I ' Accrued Interest $ 7.30 Total $ 31,343.27 � I I i 3. Type of Account Certificate of Deposit Account Number 31003913914147 Ownership(Names of) Margaret Munz(POA) Margaret Gottschall Munz Opening Date 0511111999 Balance on Date of Death $26,324.16 I Accrued Interest $ 1535 Total $ 26,339.31 i I I For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds, please®11 the Mechanicsburg at 717-697.1515. We were unable to locate any safe deposit box for the above-mentioned decedent This letter does not include any accounts in winch the deceased may have been listed as Power of Attorney,Custodian of Uniform Transfers, Representative Payee,or Trustee under a Written Agreement Sincerely, Valarie Mercer Adjustment Services III II �II fill I � Sovereign Bank ESTATE OF Margaret G. Munz SOCIAL SECURITY#: 186-28-7393 DATE OF DEATH: September 4, 2012 Account#: 1681790947 Type: Checking Open date: 12/27/2005 In the name of. Margaret Munz Date of Death Balance: $10,304.30 Int.(YTD) from 1/1/2012 to 8/24/2012 $0.72 Accrued interest to date of death: $0.03 Other Info: Interest rate at time of death: 0.01% Account#: 1685211284 Type: CD Open date: 6/6/1997 In the name of: Margaret Munz Date of Death Balance: $71,822.01 Int.(YTD)from 1/1/2012 to 8/30/2012 $592.86 Accrued interest to date of death: $12.20 Other Info: Interest rate at time of death: 1.24% I I I II I I Page 1 of 1 uv -ic-cvictrrcii icnui REAI rINHU Mu UKUUN IYHXJ Ibl4b fA.8[tl2 P. 001 lU01 Account Summary it Sorted By Account Type And Asset Name prepared For Margaret G Munz IL k1W Ass4tNama w .a * Acqulrod, .:` ro Price AstClr .=--.Market Out, Transfer an Death - — - 73xt-c of de«fth $gsgunt Number 6956261 Invesco Vit SgwIty Inc/A 4120x2010 8,594.117 $8,03 9!4/2012 $89,644,88 Total ForAecount Number 9910228291 S59,5"M Totals For Transfer on Death $59,844.88 Totals For Margaret G Munz $89,544.88 I IC I, Ater,', p¢ PV 9yi osi yr I , i 7t7 arc 23G - 9316 7n7 �i i I � I � II FI am Mil-M0.0M By REM 0O 1OM2012 ppo 1 of 2 I �I i I i Malpezzi Funeral Home 8 Market Plaza Way (717)6974690 Mechanicsburg,PA 17055 www.MalpezziFuneralHome.cot ii Jeremy J.Shartzer,FD Michael J.Malpezzi,Owner,FD Kyle C.Knipe,F September 11, 2012 Margaret Munz 921 Williams Grove Road Mechanicsburg, PA 17055 This is the final statement for the funeral services of Margaret G.Munz We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way. PROFESSIONAL SERVICES: Services of Funeral Director/Staff $5,475.00 FUNERAL HOME SERVICE CHARGES $5,475.00 SELECTED MERCHANDISE: Canyon Copper Omega Bronze Casket $18,750.00 Clark Stainless Steel Vault $7,265.00 Rose Register Package $145.00 THE COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE THAT YOU HAVE SELECTED $31,635.00 CASH ADVANCES: At the time funeral arrangements were made, we advanced certain payments to others as an accomodation. The following is an accounting of those charges. Certified Death Certificates $60.00 Newspaper Notices-Patriot $18827 Organist $100.00 Flowers $695.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES $1,043.27 CONTRACT PRICE $32,678.27 TOTAL AMOUNT DUE BY October 12,2012 $32,678.27 j I If you have any questions or concerns regarding this bill, please call our office at(717)697-4696. o A2'" ii