HomeMy WebLinkAbout04-11-13 (3) - - I
1 1505610143
�J REV-1500 EX(02-11) ; '
PA Department of Revenue OFFICIAL USE ONLY
p Pennsylvania County code Year File Number
Bureau of Individual Taxes DEPARTMENT°r"at"N0E
Po BOX.280601 INHERITANCE TAX RETURN 21 12 0811
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
07 14 2012 04 23 1936
I
Decedent's Last Name Suffix Decedent's First Name MI
WONDERS LESTER E
(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)
.l 4. Limited Estate ❑ 4a Future Interest Compromise ❑ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
0 g Decadent Died Testate I� T Densden oMaicn7Tneadt a Living Trust _. D__ 8. Total Number of Safe Deposit Boxes
(Attach Copy of NAII) l� ch G pY )
9. Litigation Proceeds Received ❑ 10. gg sisal Ppve� rsdiiDiat95�Death ❑ 1'I,Election to tax under Sec.9113(A)and (Attach Schedule 0)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Teleqy9ne Number
EDMUND G MYERS =(717) 2X61 P I9 4 0
IPER 89WIL'IME ONLY
z rr. t-+
First Line of Address U? O t-o
301 MARKET STREET t2 ? 2:
Second Line of Address x tV r' ryT
PO BOX 109 1 r-' ��' °
City or Post Office State ZIP Code Da FILED
LEMOYNE PA 17043
Correspondent's e-mail address: egm@JdsW.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 oIDe a personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FIFING gJaPURN D E
''&tet/ti C
William L Albert
ADDRESS
339 Stoner Road, Mechanicsburg, PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE OAT
�ye�iiky�( �7 }yL}Gy EDMUND G. MYERS
ADDRESS
301 MARKET STREET, Lemoyne, PA
Side 1
1505610143 1505610143 J
r ,
1505610243
REV-1500 EX
Decedent's Social Security Number
Deoedem's Name. WONDERS, Lester E
RECAPITULATION !!
1. Real Estate(Schedule A)....................................................................................... 1. 150 , 000 . 00
2. Stocks and Bonds(Schedule B)_........................................................................... 2. 1 , 083 . 58
3. 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. 245 , 869 . 25
6. Jointly Owned Property(Schedule F) L] Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Probate Property
(Schedule G) J Separate Billing Requested............ 7,
8, Total Gross Assets(total Lines 1 through 7)....... ._......... ................................... 8. 396, 952 . 83
9, Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 24 , 295 . 41
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1).. ....... .... ......... 10. 4 , 959 . 31
11. Total Deductions(total Lines 9 and 10).........._.................................._................ 11. 29 ,254 . 72
12. Net Value of Estate(Line 8 minus Line 11)... 12. 367 , 698 . 11
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................_................. 13. 36, 7 6 9 . 81
14. Net Value Subject to Tax(Line 12 minus Line 13)._... ........................................ 14. 330 , 928 . 30
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec. 9116 15 0 . 00
(a)(1.2)X .00
16. Amount of Line 14 taxable
at lineal rate X .045 330 , 928 . 30 16. 14 , 891 . 77
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 A5 0 . 00 18. 0 . 00
19. TAX DUE...................................................................................................- 19. 14 , 891 . 77
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 1505610243
REV-1500 EX Page 3 File Number 21-12-0811
Decedent's Complete Address:
DECEDENT'S NAME
WONDERS, Lester E _
STREETADDRESS
411 East Lisburn Road
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 14,891.77
2. Credits/Payments
A. Prior Payments 8,000.00
B. Discount 421.05
Total Credits(A +B) (2) 8,421.05
3, Interest (3)
4, If Line 2 is greater than Line i + 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) 6,470.72
Make Check Payable to REGISTER OF WILLS AGENT.
it"'t,','ii,n;3ya'II�II!",�lIT,4 III'jj"'I,ICIM.`�i;i,1,111$, E;;C a * 3Y;i 1Ci , °!!i llP C" I # I f�° I�"iIIU . I I P I I{I3I EI41t
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;........................._...._._........................................... 1:1 b. retain the right to designate who shall use the property transferred or its income;....._._.__................... ❑ EXI
c. retain a reversionary interest;or._._..... ... ._..........-................................................................................ ❑ EXI
d. receive the promise for life of either payments,benefits or care?.............................._. _........ ❑
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................ ....................................................................................... ❑ >]
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... 1 [x]
4. Did decedent own an individual retirement account, annuity,or other non-probate property which ❑
contains a beneficiary designation?....._.........._._.._..........................................._....__........_......................... x
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
[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 lax 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.
Rev.1502 EX-(01-10)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WONDERS, Lester E 21-12-0811
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
exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant fads.
Real property that is jointly-owned with right of survivorehip must be disclosed on schedule F.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decadent's Interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate located at 411 East Lisburn Road, Mechanicsburg, Cumberland County,PA-Tax 150,000.00
Parcel No.42-11-0274-013. Property sold on October 18, 2012. Contract Sales Price.A copy
of the HUD-1 Settlement Sheet is attached.
TOTAL(Also enter on Line 1, Recapitulation) 150,000.00
(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)
Rev-1503 EXa(9-99)
SCHEDULE B
STOCKS & BONDS
COMMON NEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WONDERS, Lester E 21-12-0811
I
All property lolntlyowned with right of survivorship must bedeclosed on Schedule F.
I
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 05946K101 178 shares of Banco Santander-EstateVal date of death 6.0875 1,083.58
valuation is attached.
TOTAL(Also enter on Line 2, Recapitulation) 1,083.58
(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)
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
WONDERS, Lester E 21-12-0811
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property lolntlyomnm dwith roe right of survivorship must be disclosed on schedule F.
l
I
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cash received-Deposited into Account 196.28
2 Cash received-Deposited into Account 1,509.50
3 Estate of Ruth Wonders-Ruth Wonders, Deceased June 12,2012-Final Distribution 5,715.00
H ri agp Investment Services Funds-Quarter Endina Statement is Attached to Return
4 Heritage Investment Services Fund Account No. 1012000-5.00%Rate/Maturity 9/1/2015 41,665.72
5 Heritage Investment Services Fund Account No. 1012001 -2.25% Rate 10,478.31
6 Heritage Investment Services Fund Account No. 1013478-4.50% Rate/Maturity 3/2212017 75,934.85
7 PA Central Federal Credit Union Account 83347-012-Value of Account as of date of death. 305.79
A copy of the statement is attached.
8 Sovereign Bank Certificate of Deposit Account No. 1685551119-A Date of Death Letter from 17,509.59
Sovereign is attached to this Return
9 Sovereign Bank Checking Account No. 1681736683 15,842.56
10 Sovereign Bank Checking Account No. 1921035307 1,000.00
11 Sovereign Bank IRA Account No. 1688131794 39,055.01
Accrued interest on Item 11 through date of death 68.14
12 Sovereign Bank Money Market Account No.7674085406 1,000.00
13 2007 Buick Sedan 7,000.00
Total of Continuation Schedules See attached
pages
TOTAL(Also enter on Line 5, Recapitulation) 245,869.25
(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-1508 EX.(11.10)
SCHEDULE E
Pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
continued
ESTATE OF FILE NUMBER
WONDERS, Lester E 21-12-0811
I
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ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
14 Bass Boat,Trailer, 2 Motors, Boat Accessories 1,000.00
15 Proceeds from the Sale of Decedent's Personal Property Sold at Auction/Sale 4,151.57
16 2012 Individual Income Tax Returns -Refund 350.00
17 Automobile Insurance-Refund on Cancellation of Account 181.96
18 Capital Blue Cross-Refund on Account 156.80
19 Cash -Refund on Account 33.19
20 Donegal Insurance-Refund on Automobile Insurance 394.40
21 PPL Utilities -Refund on Account 190.98
22 Real Estate located at 411 East Lisburn Road, Mechanicsburg, PA- 1,562.45
Reimbursements/Refunds-County&School Taxes
23 Reim bursement/Refund of Health Insurance Premiums 330.00
24 Ullico Refund on Account 38.53
25 Central Penn Pension Fund -July Payment 776.00
26 Central Penn Pension Fund-August Payment 776.00
27 ING Annuity and Life Insurance Company-Account No. C105678-1-M. Gross Distributed 10,163.21
Amount to Estate
28 ING USA Annuity & Life Insurance Company -Account No. 368229. Gross Distributed 6,383.41
Amount to Estate
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10)
Rev-1508 EX+(11-10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
continued
ESTATE OF FILE NUMBER
WONDERS, Lester E 21-12-0811
�I
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
29 ING USA Annuity & Life Insurance Company -Account No. C015678-LM. Gross Distributed 2,100.00
Amount to Estate
TOTAL(Also enter on Line 5, Recapitulation) 245,869.25
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 TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
WONDERS, Lester E 21-12-0811
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
William L Albert
Street Address 339 Stoner Road
City Mechanicsburg State PA zio 17055
Year(s)Commission Paid 12,000.00
2, Attornev's Fees JOHNSON DUFFIE 9,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State DO
Relationshio of Claimant to Decedent
4. Probate Fees 570.00
5. Accountant's Fees
6. Tax Return Preparer's Fees 130.00
7. Other Administrative Costs 2,595.41
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 24,295.41
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
r
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
WONDERS, Lester E 21-12-0811
ITEM
NUMBER DESCRIPTION AMOUNT
i
Other Administrative Costs
1 Amy Albert-House/Lawn Maintenance at Decedent's Residence 400.00
2 Automobile Advertising -Ebay 200.00
3 Bob Hunt-House/Lawn Maintenance at Decedent's Residence 400.00
4 Cumberland County Register of Wills-Additional Short Certificates 12.00
5 Cumberland County Register of Wills -Filing Fees for Inheritance Tax Return and Inventory 30.00
6 Cumberland County Register of Wills-Additional Probate Fees 200.00
7 Heartland Pharmacy 5.00
8 Heartland Pharmacy 2.00
9 Hemotology 100.00
10 PPL Utilities 155.99
11 Reserves—Miscellaneous Administrative Expenses 250.00
12 Sherry Eby -Veterinarian Fee 110.00
13 Sherry Eby -Refund for Services 43.31
14 Sherry Eby -Expenses to prepare Real Estate for sale 10.00
15 Sovereign Bank-Fees for Date of Death Letter 20.00
16 Steve Bishop-House/Lawn Maintenance at Decedent's Residence 400.00
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
WONDERS, Lester E 21-12-0811
ITEM
NUMBER DESCRIPTION AMOUNT
17 The Cumberland Law Journal -Notice of Estate Administration 75.00
18 The Patriot News-Notice of Estate Administration 123.38
19 William Albert -Reimbursement of Sale Items 58.73
H-B7 2,595.41
Copyright(c)2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX-(12-09)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WONDERS, Lester E 21-12-0811
i
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 Alert Pharmacy 5.00
2 Comcast 38.64
3 D&D Septic 85.30
4 Dennis Zerbe-Taxes 2,059.93
5 PPL Utilities 31175
6 Real Estate located at 411 East Lisburn Road,Mechanicsburg, PA-Settlement Charges 1,510.00
7 US Department of Treasury-Taxes due on 2012 Individual Income Taxes 900.00
8 Verizon 33.74
9 York Waste 12.95
TOTAL{Also enter on Line 10,Recapitulation} 4,959.31
(if more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule](Rev. 12-08)
REV-1513 E%+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT or REVENUE
INHERITANCE TAX RETURN BENEMCIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WONDERS, Lester E 21.12-0811
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE '
NUMBER PERSON(S1 RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do MQt List Trustool.1
i TAXABLE DISTRIBUTIONS (include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)1
Richard L Albert Stepchild 18%of Residue
7 Winova Drive
New Cumberland, PA 17070
William L.Albert Stepchild 18%of Residue;
339 Stoner Road,Ext. Boat,Trailer&
Mechanicsburg, PA 17055 Accessories
Sherry Y Eby Stepchild 1810 of Residue
793 Lewisberry Road
Lewisberry, PA 17339
Christine R Freeman Daughter 18%of Residue
50989 Highway 27, Lot 345
Davenport, FL 33897
Dora J Troup-Slaughter Stepchild 18%of Residue
741 York Road
Mount Wolf, PA 17347
I
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as approp ruts.
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
I
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Crossroads Community Church 36,769.81
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 36,769.81
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 01-10)
ESTATE OFLESTER E. WONDERS
SCHEDULE OF EXHIBITS
EXHIBITA Last Will and Testament,for Lester E. Wonders signed and dated
August 24, 1999.
EXHIBIT B Codicil to Last Will and Testament for Lester E. Wonders signed
and dated December 18, 2011
i
EXHIBIT C HUD-1 Settlement Sheet for sale of Real Estate located at 411 East
Lisburn Road Mechanicsburg, Cumberland County, PA. Real
Estate sold on October 18, 2012
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EXHIBIT D Estateval Valuation for Banco Santander Stock
EXHIBIT E Heritage Investment Services Fund Account Statement
EXHIBIT F PA Central Federal Credit Union Statement of Account for Date of
Death
EXHIBIT G Sovereign Bank Date of Death Letter on Accounts
i
EXHIBIT H Form 1099 for ING Annuity Account No. 001567$-LM showing
value of Annuity as Received
EXHIBIT I Form 1099 for ING Annuity Account No. 368229 showing value of
Annuity as Received
EXHIBIT J Form 1099 for ING Annuity Account No. C015678-LM showing
value of Annuity as Received from the Estate of Ruth Wonders to
Estate of Lester Wonders
I
:.5.50703
Inst Will anA Tiota wnt
or
LESTER E. WONDERS
BE IT REMEMBERED, that I, LESTER E. WONDERS, of 411
East Lisburn Road, Upper Allen Township, Cumberland
County, Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this as and
for my Last Will and Testament, hereby revoking and
making null and void any and all Wills and Testaments and
writings in the nature thereof by me, at any time
heretofore made.
ITEM 1: I direct that all my just debts and
funeral expenses be paid as soon after my demise as may
be convenient.
ITEM 2: All the rest, residue and remainder of my
estate, of whatsoever nature and wheresoever situate,
i
whether it be real, personal or mixed, including property
over which I have a power of appointment, I give, devise
and bequeath unto my wife, RUTH A. WONDERS, absolutely,
provided she survives me for a period of thirty (30)
days.
ITEM 3: Should my wife, RUTH A. WONDERS, fail to
survive me for a period of thirty (30) days, or should we -
die simultaneously, I than give, devise and bequeath ten
(10%) percent of my net estate to the church which I am j
regularly attending at the time of my death. . .
V£,If-4; Should my wife, RUTH A. WONDERS, fail to
survive me for a period of thirty (30) days, or should be
WI S5: �%
LESTER E. WONDERS
_l c
N
1
die simultaneously, I then give, devise and bequeath all
the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, whether it be
real, personal or mixed, including property over which I
have a power of appointment, to my daughter, CHRISTINE R.
FREEMAN, my step-son, RICHARD L. ALBERT, my step-son,
WILLIAM L. ALBERT, my step-daughter, DORA J. TROUF, and
i
my step-daughter, SHERRY Y. EBY, in equal shares, per
I
stirpes.
STEM 5: T direct my hereinafter named Executrix to j
pay all inheritance, estate, succession and legacy taxes
of whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise
passing by reason of my demise, and may be subject and to
charge such taxes against my residuary estate, it being
my intention that none of the aforesaid taxes, either
federal or state, on any property required to be included
in my gross estate, under the provisions of any state of
(
federal law now in force or hereafter enacted, shall be
prorated among the persons interested in my estate to
whom such property is or may be transferred or to whom
any benefit accrues. !
IT-ML-6: I appoint my wife, RUTH A. WONDERS, as
Executrix of this my Last Will and Testament. Should my
wife, RUTH A. WONDERS, predecease me, fail to qualify,
cease to act or renounce probate, I then appoint my step-
son, WILLIAM, L. ALBERT, as Contingent Executor. Should
WITN S:
(SEAL)
LESTER E. WONDERS
J.:
my step-son, WILLIAM L. ALBERT, precedes me, fail to
quality, cease to act. or renounce probate, I then appoint
my step-daughter, SHERRY Y. EBY, as Contingent Executrix.
ITEM 7: I direct that my Executrix, or her
successor shall not be required to give bond for the
faithful performance of their duties in any jurisdiction.
;STEM 8: My Personal Representative shall have the
following powers in addition to those vested in them by
Law and by other provisions of this, my Last Will and
Testament, exercisable without court approval, and
effective until distribution of all property:
1. To retain any or all of the assets of my
estate, real or personal, without restriction
to investments authorized for Pennsylvania
fiduciaries, as they from time to time may deem
proper, without . regard to any principle of
diversification or risk.
2 . To invest in all forms of property without
restriction to investments authorized for
Pennsylvania fiduciaries, as they from
time to time may deem proper, without regard to
any principal of diversification or risk.
3. 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, exchanges or leases, for such prices and "
upon such terms or conditions as they from time
to time may deem proper.
4. To allocate receipts and expenses to principal
or income or partly to each as they from time
to time may deem proper.
5. To borrow money from persons or institutions,
themselves included, and to mortgage or
pledge any or all real or personal property
as they in their sole discretion shall choose,
without regard to the dispositive provisions of
this instrument.
6. To compromise any claim or controversy asserted
WI MISS
T SEAL)
LESTER E. WONDERS
_3_
by or against my estate or trust estate.
7. To make distribution in cash or in kind or
partly in cash and partly in kind, and in such
manner as they may determine, and at valuations
finally to be fixed by them.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this _..ls+ day of �� 1999.
WIT SS:
(SEAL)
LESTER E. WONDERS
i
I
4-
COMMONWEALTH OF PENNSYLVANIA .
: SS
COUNTY OF YORK
We, LESTER E. WONDERS, DAVID J. LENOX, ESQUIRE and
JANICE E. YOCUM, the Testator and the witnesses
respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby
i�
declare to the undersigned authority that the Testator
signed and executed the instrument as his Last Will and
Testament and that he had signed willingly (or willingly
directed another to sign for him) , and that he executed
it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the Ii
I
presence and hearing of the Testator, signed this Last
Will and Testament as witness and that to the best of
i
their knowledge the Testator was at the time eighteen j
(18) years of age or older, of sound mind and under no
constraint or undue influence.
tc
LESTER E,.., WOND RS
WITNESS
k lla�4e
TNESS
i
i
Sworn to and subscribed
before ore me +this day of
4 U"4 , 1999.
NOTARY PUBLIC
MY COMMISSION EXPIRES: lade er,No
g,pawn GiadfartsYork county tic
piilsburg eoro, 7
My Commtsslton Expires May 1 2001
. .MhArvnnnsvvania sootationo otares
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_ 51'OMB No.2502.0265
B. n..e` OF LOAN
A. SETTLEMENT STATEMENT (HUD-1) 1.❑ FHA 2. ❑ FIRMA 3. ❑ CONY.UNiNS.
4. ❑ VA 5. [) CONV.INS._
»301
3 6.FILE NUMBER: 7.LOAN NUMBER
aK 12-0003741)
8.MORTGAGE INS.CASE NO.:
C,NOTE: This Ram is famished to give you a statement of actual settlement cost. Amounts paid m and by the settlement agent are shown. Items
marked"(p.ox.)"were paid outside the closing;they sre shown hero for informational purposes and we not included in the totals.
D.NAME&ADDRESS Steven O.Sown
OF BORROWER: 417 Fast Llsbum Road,Mccumn5csburg,PA 17055
E. NAME&ADDRESS The Estate of Lester E.Wonders '..
OF SELLER; 411 East Lisburn Road Mcchanicsburg,PA 17055
F, NAME&ADDRESS Cash -
OFLENDER:
G.PROPERTY LOCATION: 411 East Lisbum Road Mechanicsburg PA 17055 '..
H. SETTLEMENT AGENT: Johnson,Duffie,Stewart&Weidner
PLACE OF SETTLEMENT:301 Merkel Street,Lemoyne,PA 17043(717)7614540
1. SETTLEMENTDATE: 10/182012
I. Summary oFfharrower's Transaction IL Summa of Seller's Transaction
100.Gross Amount Due From Borrower: 400.Gross Amount Due To Seller:
IOU.Convect Sales price 1500 .00 401.COntrectsales rice 50000.00
102.Personal property 402.Personal property
103.Settlement charges to barwww,Ou.1400) 1 562.00 403,
104. 404.
105. 405.
AdhrotmentsFor Items Paid Bv Seller In Advance: Adiustreengli For Items Paid By Seller In Advance:
106.Ci Routh taxes to Q&Chyhowert taxes to
107.County saxes 1WIV12 to 12/31112 1218 tmma 50/18+12 m @91112 12352
108.Assessments m EQTC�ty
ments m 109.School Tmms 10/182012 m 6/302013 1 43863 l Taxes 10/182012 to 690/2013 1 438.63
112. T
113. 413.
114. 414.
its. r 1415. _
116. 1416,
120.Gross Amount Due From Borrower: 153,124.45 420.Gross Amount Due To Seller: 151,562.45
100 A. -ob Paid By Or In Behalf Of H.r.wert - 500,Reductions In Amount Do.To e
201.Deposit or mrsencrunvey 15000. 501.Excess deposit see Instructions)
202.Printopal anwmtaf..loans) SIM Seulementeh msaw dins 1400 1,510,00
�
203.Existing Jervis taken subject to 503.Existing hands)takenmbjectto
204. 504.Payoff let Mtg.Ln,
205. 505.Payoff 2nd MIS,Ln.
206 _ 506.Deposit To Sella 15 00.0
NOT 507.
208. 509.
209. 509.
I)
Adjustments For Items Unpaid By Seller: Adjustments For Items Unpaid By Seller:
N74.CiryMwn taxes to 510.Ci //owatazu to -
111.County tmus to 51LC taxes to
212.Assessments to 512.Assessments To -
113. 513.
214. 514,
IM 525.
216. 516.
217. 517.
218. 518.
219. _ 519.
120.Total Paid By/For 0,000.00 520.Total Reductions 16,510.00
Borrower: In Amount Due Seller:
M Cash At Settlement Frossaffis Borrower; 600,Cash At Settlement EDimag arjja,
Al.Dome amtmmdeefrmn bonower(Ihw 120) 153124. 5 151562.45
102.Lees amount paid by/for borrower line 220 15,000.001 602.Less reductions in amount due seller line 520 16 510.00
503.Cash(®FROM) ,❑T() Borrower: 138,124,45 603.Cash(WrO) (❑FROM) Sella,: 135,052.45
rviovs Editioa is o 5114.3538-P00-i
usn Na.7381 HUD-I(3-86) <
i6 /� rt { RESPA,HB 4305.2
X k" Page lof 3 XWJVavi OC� X
X X
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1+ `"TTLEMENT CHARGES —^sc -00037-3D
700.Total SaleatBrokcr's Commission: Paid From Paid From
Based On Price $ 15apoo 00 a /oa J Borrower's Seller's
[Avision of Commission(line 700)As F Funds Funds
M S—� to At At
—�
702 Settlement Settlement
$ to _
703 Cc miS532npa d at seu]ement
704.
Q01 7�,_Or'¢ination fre_....._ °•fi
402.Loan Discount
403 Avvraisal fee to'Cash _ '.
WA—Cm",
tenon toCash _�.
xas L dgrs inspection
3,06 Mortgage insurance
S07 Assumption fee
308 T S rvic F T Cash ___ _
309 Flood Cnrt fi ati Fen T Cash
0 Document ftparadon --
3]] ProcPasing Fee To:Cash _,� �_.
312 U d mritin Fee Tca Cash -_
313 Avvlicetlgq Fee 12:Cash
31g I
317 _
srv.
320.
701 [ to mfro 10/18/2012 to /_/ (alE _i 7dav
2.Mormago insurance premium for to
193 Harard insmance—hrm far vis,to
104 Flood insuran«premium fvr vrs to
6.
1001 Hazardinunarerot 0 months e S O.00=Month
1002 Murtmo' =anc. 0 months 0 S 0.00 ner month
1003 City propcM nixes 0 months(&S_ 0.00 per month i
1004 County mmerty taxes 0 months(al S 50 89 ner month
i
I006 Flood insurance Qmgntua$ 100 per math
1007 School T'ix Reserve= 0 months!al S 171.60 per month
Agere2weAdiustment
t009.
1101 Settlement or closing fee to
L,L02 AbrpM or title march to
1103 Title examinaCon Jo__ _
1 104- Title insurance hinder to
I105 Docylnenk nreoaratiQO to 7hnson,Dufhe.Stewart&Weidner __ _�„
6. N
1107. Attorney's fees to To Be Determined
(includes above hem Numbers: )
1108. Title insumncc to Johnson,Duffir,Stewart&Weidner
(includes above item Numbers: ) �I
IIQ2. Lcreder'sc-vertun;
WO owner's coverage $150.00000 Premium: $000
p &
1112
3113 1114.
1291. Mortgage 5 0 _
1202 CiN6w=tax/stamw Deed S ___am :Mortalu$ 0.00
1203 State tax/Stamvs• Deed - 3A00.00 :M_oft.e-S 000 50
1205-
1301 Survey to _
1302 Pert impSction to
1303. Tax Certifestion Reimbursement ro Iphnsan Duffto.Stewart At Weidner
1304. _
1305.
1306.
1307.
139x-
t Q
ttm No. Page 2 of 8HO.353B-000-1
x / '/, � . x
SF' F.R'SAND(ORBORROWER'SSTATF.MP-1 Escrow: 12-00037-JD
nave carefully reviewed the HUD-I Settlement Statement and to the best of my knowledge and belief,it is a time and accurate statement of all receipts and
sbursements made on my account or by mein this transaction.I further certifv that I have received a copy of the HUD-I Settlement Statement.
arrowe hasers Sellers
*' The Estate of Lester I-Wonders
tcv a Bosan
ay:
Wil�inm�.Albert,l{xeoutor i
is HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction.I have caused or will cause the funds to be
sbursed in accordance with this statement.
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:ttlement Agent: _ _ Date:
,Johnson,Duffle,Stewart&Weidner
'ARNINQ It is a crime to knowingly make false statements to the United States on this or any other similar farm.Penalties upon conviction can include a
W or imprisonment For details see: Title IS U.S.Code Section IOOI and Section IOM
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Page 3 of
Estate Valuation
Date of Death: 07/14/2012 Estate of: Lester E. Wonders
Valuation Date: 07114/2012 Account: 17343-1
Processing Date: 03/18/2013 Report Type: Date of Death
Number of Securities: I
File ID: wonders
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 178 BANCO BILBAO VIZCAYA ARGENTARI (059461101)
SPONSORED ADR
New York Stock Exchange
07/13/2012 6.23000 6.08000 H/L
07/16/2012 _6.08000 5.96000 H/L
6.087500 1,083.58
Div: 0.09676 Ex: 07105/2012 Rec: 07/09/2012 Pay: 07/25/2012 17.22
Total Value: $2,083,58
Total Accrual: $17.22
Total: $1,100.80
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This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you J L
please contact EVP Systems at 1818) 313-6300 or www.evpsys.com. (Revision 7.1.1) m
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3 Kaeey Ct Ste 101 k1 a?
Mechanicsburg PA 17055-9221 i1�'y,
(717)796-9764
HERITAGE INVESTMENT
SERVICES FUND
An investment that works
Estate Of Lester E Wonders
411 E Lisburn Rd#10 Quarter Ending; Sap 30,2012
Mechanicsburg PA 17055.5918
I
Acco in BAW Matures 8812031 4 Int9I89f Withdraws Penalttss Balance
1012000 5.00% 911t2015 $0.00 $175.34 $41,841.06 $0.00 $0.00
1012001 2.25% WA MOO $20.63 $10,498.94 $0.00 $0.00
1013478 4.50% 3/22/2017 $0.00 $299.25 $76,23410 $0.00 $OA0
(
I
WLT ST FOR THIS QUARTER:$495.22
Page 1 F ENDING BALANCE:$0.00
N
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TO REPORT ERRORS OR MAKE INQUIRMS ru xepartt ercnum un mnnemvmnxs nn�v�
ABOUT LOANS MARKED WTTN AN STATEMENT OF ACCOUNT ELF:TROMC FlR1a9 TRANSfaAC'WRITETO TNa
ADDRESS AT LOT OR CALL:
WRITE TO: 717/564-4661
PENNSYLVANIA CENTRAL FGU
959 EAST PARK DRIVE 1250018P 1977,
,' o HARRISBURG PA 17111-2810
1. Nf AOCQUNT'NUMBER ,
iB
83347-012
PA Central SY-AT MEN'F P�'RIOD "`
FEDERAL CREDIT UNION
Toll Free 800358-1875 07-OL 12 09-30-12
EEC www.paceniralfcU.wm
Fax 717584»1801
SOGIA a.8ECt7RtTY NOrr:`,
>01159 77823SS 001 092119 S.S.N. SECURED
is= LESTER WONDERS
» &/OR RUTH A WONDERS
411 E LISBURN RD
MECHANICSBURG PA 17055-5918 —•- 1
{a (
,ANN nt gFINANC ° EE$ e�4d. �
7YP..r�OFcT ` SLIPM .�7 tl C§ a• "+ r
wi
p�pyi 'YY ➢ ..
VIRTUAL BRANCH AND E— STATEMENTS SAV YOU TIME AND
MONEY AND WE' LL GIVE YOU S5 JUST FOR SIGNING UP !
ENJOY THE CONVENIENCE OF BANKING FROM YOUR 40ME,
CELL PHONE OR OFFICE. IT' S EASY TO: GET STARTED.
SIMPLY CLICK ON "VIRTUAL BRANCH" OR "E- STATEMENTS"
UNDER HOME BANKING SOLUTIONS :AT PAiCENTRA:LFCU. COM.
i ---------------------------------------'<------"--------------------------
012 SAVINGS ACCOUNT PREVIOUS BALANCE 312.:39
0709.12 EFT WD CMFG LIFE INS CO 6.;60— 305.79
AD & 0 INS 037012006019333
0$1412 WITHDRAWAL 305.79- 00
093012 NEW BALANCE .00
S .18 REGULAR DIVIDENDS
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Sovereign Bank
ESTATE OF Lester E Wonders
SOCIAL SECURITY#: 193-28-1154
DATE OF DEATH: July 14,2012
Account#: 1681736683 Type: Checking Open date: 8/20/2004
In the name of.- Lester E Wonders or Ruth A Wonders
Date of Death Balance: $15,842.08
Int.(YTD) from 1/1/2012 to 6/25/2012 $49.34
Accrued interest to date of death: $0.48
Othor Info: Joint since open.
Account#: 1921035307 Type: Checking Open date: 7/11/2012
In the name of: Lester E Wonders
Date of Death Balance: $1,400m
Int.(YTD) from 7/11/2012 to 7/31/2012 _ $0.00
Accrued interest to date of death: $0.00
Otherinfo:
Account#: 7674085406 Type: Money Market Open date: 711112012
In the name of. Lester E Wonders
Date of Death Balance: $1,000.00
Int.(YTD) from 7/11/2012 to 7/31/2012 _ $0.00
Accrued interest to date of death: $0.05
Other Info:
I
Account#: 1685551119 Type: CD Open date: 5/25/2012
In the name of. Lester E Wonders In Trust For Ruth A Wonders{benef}
Date of Death Balance: $17,509.59
Int.(YTD) from 5/25/2012 to 7/14/2012 $509.17
Accrued interest to date of death: $0.00
Other Info:
Account#: 1688131794 Type: IRA CD Open date: 10/20/1986
In the name of: Lester E Wonders
Date of Death Balance: $39,055.01
Int.(YTD) from 1/1/2012 to 6/30/2012 $766.16
Accrued interest to date of death: $68.14
Other Info:
Page 1 of 1 N
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MECHANICSBURG PA 170559505 MECHAN(CSSURGPA IMSO605
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