HomeMy WebLinkAbout05-24-13 (2) rw�r _
' J 15056041125
REV-1500 � ��-05) OFFICIAL USE ONLY
PA DeparUner�of Revenue Counry Code Year File Number
Bureau of Individual Taxes �NHERITANCE TAX RETURN �
. PO BOX 280601 2 1 1 1 0, 1 6 8
, Hartisburg PA 17128-0601 � RESIDENT DECEDENT
� ENTER DECEDENT INFORMATION BELOW � '
Social Securiry Number Date of Death Date of Birth
0 2 0 2 2 0 1 1 1 0 2 3 1 9 2 6
DecedenYs Last Name Suffix Decedent's First Name M�
G A R N E R R 0 B E R T A R
(If ApRlicable)Enter Surviving Spouse's Information Below � � �
Spouge's Last Name � Suffa �Spouse's First Name M� ;
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW `
� 1..Original Retum O 2.Supplemental Retum � 3.Remainder Retum(date of death - -
pnorto 12-13-82)
� 4.L'imited Estate � 4a.Future Interest Compromise(date of � 5. Federal Estate Tax Retum Required
death after 12-12-82)
Q 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 Sch.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INfORMATION SHOULD BE DIRECTED T0:
Name Daytime�lephone Number
H A R O L D S I R W I N I I I E S Q 7 1 � 02 4 3� 6 � ,� 0
Q7 _,. —=� L'a} `�i
Firm Name(If Applicable) R IS'�R�OF wILtSUSE E�jIL�-,;
I R W I N L A W 0 F F I C E � � �. �? . "
First line of address ,�� �? -�� � �� ��
.- c:. . -
6 4 S 0 U T H P I T T S T R E E T `�,' -�
Second line of address � , '"'"
4 _ ' .
�� /.... '
G'3 c;:r
� C.l'1 "�'�
Ciry or Post Office State ZIP Code DATE FILED
C, A R L I S L E P A , 1 7 0 1 3 ,
. ; , , ,
Cor'respondenYs e-mail address:irwinlawoffice�gmall.com � ' / ' -
Under penalGes of perjury,J dedare that I have ex8mined this retum,induding accompanying schedules and shdtemen�,and to U�e best of my knowledge and belief,
it is true,corred and complete.Deda�ation of preparer other than the personal representativ based on all information of which preparer has any knowledge.
SIGNATUR PERSO ESPO B R FILING RETURN DAT �/
/ �/� .;
ADDR SS
1162 ENTERVILLE ROAD NEWVILLE PA 7241
SIG OF PREPAR R T PRESE,I�LTATNE DATE� �
. J / / ,)
dADDRESS " �
64 SOUTH PITT TREET CARLISLE PA 17013
PLEASE�SE ORIGINAL FORM ONLY ,_
. Side 1 . � , ��
� 15056041125 15056041125- �''' � ��,,
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° ` � 15p56042126
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REV-1500 EX '
� , � DecedenYs Social Security Number
�eoedenrsName: ROBERTA R. GARNER � '
RECAPITULATION
1. Real estate(Schedule A) .. . . ...... ......... . ... ... ....... . . . . ... 1.
3 8 0 0 0 0 0
2. Stocks and Bonds(Schedule B) .... ..., 0 0 0
.... ... .. . .. .. ... .. ... .... 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . .. .. 3. � • � � �
_ ( i
4. MoRgages�Notes Receivable(Schedule D) ... . j � � �
........ .. .. .. .. .... 4.
5. Cash,Bank Deposits$Miscellaneous Personal Property(Schedule E) . . . . ... 5. 1 5 7 7 5 0 1 `
6. Jointly Owned'Property(Schedule F) ❑ Separate Billing Requested . . . .... 6. 0 0 0
7. Inter-�vos Transfers&Miscellaneous N n-Probate Property Q 0 O
(Schedule G) • � Separate Billing Requested . . . . . .. 7. �
8.Total Gross Assets(total Lines 1-7) ......... . .. ..... .. .... . ... 8. '� 5 3 7 7 5 � 1
°' 2 3 0 1 6 9 9
9. Funeral Expenses 8�Administrative Costs(Schedule H) .:.. .. .. .. . . .. .. 9. ,
10. Debts of Decedent,Mortgage Liabilities,$Liens(Schedule I) ....... . .... 10. �2 4 _1_,1 1 0
11. Total Deductions(total Lines 9&10) ....... . . . ... .. .. ... . .. ... . 11. 2 5 4 2 8 � 9 ;
12.Net Value of Estate(Line 8 minus Line 11) .. ...... ..... ........ .... 12• 2 8 3 4 6 9 2
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which 0 0 0
an election to tax has not been made(Schedule J) .......... .... .... 13.
14.Net Value Subject to Tax(Line 12 minus Line 13) ... ..... . . .. . . .. .. 14. 2 8 3 4 6 9 2
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or -
transfers under Sec.9116
(a)(�.2)x.o45 2 8 3 4 6 9 2 �5, 1 2 7 5 6 1
16. Amount of Line 14 taxable �
at lineal rate X•0_ � � � �g � � � �
17. Amount of Line 14 taxable
at sibling rate.X.12 0 � � �� 0 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 � • . � � � �g , , � 0 �
; 19.Tax Due . . . . ..'.�.. .. . ... ... ..... 19. . i , 1 2 7 5. 6 1 ,
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ' �- �
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L 15056042126 15056042126 �
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_EV-1500 EX Page 3 File Number
_�ecedent"s Complete.Address: o�ss
—_
------ —-- _ -- --
_ _
DECEDENT'S NAME
:OBERTA R.QARNER _
STREETADDRESS
�37 PINE GROVE ROAD'
_
CITY ' STATE ' ZIP
=ARDNERS PA _ 17324
ax Payments and Credits:
• Tax Due(Page 2 Line 19) - - � (1) 1,275.61
. Credits/Payments c��
A.Spousal Poverty Credit -
B.Pnor Payments % 1,886.33 i
C.Discount � ;
Totai Credits(A+B+C) (2) 1,886.33.
. InteresUPenalty'rf applicable
D.Interest
E.Penalty
Total Interest/Penalty(D+E) (3) 0.00
. If Line 2 is greater than Line 1+Line 3,enter tha difference.This,is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 610.72 --
. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) � 0.00
A.Enter the interest on the tax due. (5A) �
B.Enter the totaf of Line 5+5A.This is the BALANCE DUE. (5B) 0.00
�
Make Check Payable fo: REGlSTER OF WILLS,AGENT -
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRIATE BLOCKS
o- 1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred: ....:................................................................. ❑ � ,�
b. retain the right to designate who shall use the property transfer�ed or its income: .. ............................... ❑ �,
c. retain a reve�sionary interest;or ❑ X� ___
................................................................................................ ,
d. receive the promise for life of either payments,benefits or qre? ....................................................... ❑ ❑X
2. If death occurred,after December 12,1982,did decedent transfer property within one year of death
without receiving adequate considerationl ....................................................................................... ❑ QX
3. Did decedent own an"in trust for'or payable upon death bank account or security at his or her death? ......... ❑ ❑X
4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................. ❑ QX
� • � . ,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
_.
._... - ... . ._-"_.- . . _-.'_ . ._.. - _.___. 1 ..._�. '-____. . -_-__ ._..-- �- ._..... _....__.__ .._.-- ___.1 ..�
�r dates of death or1 or after July 1,1994 and before January 1,1995,the tax rate imposed on the net vaiue of transfers to or for the use of the surviving spouse
three(3)percent[72 P.S.§9116(a)(1.1)(i)1• �
�r dates of death on or after J2nuary 1,1995,the tax rate imposed on the net value of Vansfers to or for the use of the surviving spouse is ze�o(0)percent
2 P,S.§9116(a)(1.1)(ii)].The statute dces not exemot a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
ing a tax retum are still applicable even if the surviving spouse is the only beneficiary.
�r dates of death on or after July 1,2000:
:�e tax rate imposed on the net value of transfers from a�leceased child twenty-0ne years of age or younger at death to or for the use of a rZaturaf parent,an
�optive parent,or a stepparent of the child is zero(0)percent[72 P.S.§9116(a)(1.2)].
he ta�c rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is four and one-half(4.5)percent,except as noted in
�P.S.§9116(1,2)[72 P.S.§9118ja)(1�:, -_,
ne tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve(12)percent[72 P.S.§9116(a)(1.3)].A sibling is defined,under
ection 9102,as an individual who has at least one parent in common with the dec�dent,whether by blood or adoption.
Ra�
:EV-1502 EX+(8-98) � �
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE -
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-STATE OF FILE NUMBER
:OBERTA R.GARNER � 0768
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 wiiling buyer and a willing seller,neitrier being compelled m buy or sell,both having re�asonable knowledge of V�e 2levant facts.
_. Real property which i�intly-owned with rigMt of sunivorship must be discloaed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
---- —___ - —_ ___ --
1, HOUSE AND LOT AT 237 PINE GROVE ROAD,GARDNERS, PA 17524 88,000.00 �
Value based on Sale Price
See HUD-1;attached as Exhibit"B"� • • �
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. -' , ' ' I . � � � _ .. 1 ' . . .
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TOTAL Also enteron line 1,Recapitulation) S 38 000:00
(If more space is needed,insert additionai sheets of the same sae) �
____ _____ _
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:EV-1503 EX+(&98)
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SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS � BONDS
INHERffANCE TAX RETURN
RESIDENT DECEDENT
_ --- - -- --- -
_ __ _-
S�'ATE OF FILE NUMBER
:OBERTA R.'GARNER 0168 `
Ail property jointly-owned wHh dght of survlvorship must be disclosed on Schedule F. ` •
-- - - _ _ - _ _— - -- -
-- --—_ _
ITEM VALUE AT DATE
NUMBER ' DESCRIPTION OF DEATH
_ _ _ _ —_ ___ _ _ _
1. NONE 0.00
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1 ' ' _
� . . � I . . , ' �
1 I �
I — � _ I
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'� i
TOTAL(Also enter on line 2,Recapitulation) ; � 0.00 `
(If more space is needed,insert additional sheets of tt�e same size)
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:EV-1504 EX+(8-98)
� SCHEDULE C
CLOSELY-HELD CORPORATION,
COMMONWEALTH OF PENNSYWANIA PARTNERSHIP OR
INHERITANCE TAX RETURN SOLE-PROPRIETORSHIP
RESIDENT DECEDEPLT
— --
— ---- - ____
__ _— _
- - -
ESTATE OF FILE NUMBER
ROBERTA R.GARNER � � 0168 �
' Schedule G1 or G2(induding aii supporting infortnation)must be a{fached fot each cbsely-held corporationlpartr�ership interest of the decedent,other than a '
, sole-proprietorship. See inshuctions for the supporting infortnation to be submitted for�le-proprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
_ __-- - - _ _ ___
1, __ NONE _ __ 0.00
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_' -� - --.�
_ _ _ TOTAL Aiso enter on line 3,Recapitulation $ � � 0.00
(If more space is needed,insert additional sheets of the same size) '
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:E'�/-1507 EX+(8:98) - ^
. _- - ' SCHEDULE D _ ,_
COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES .
'N RES DENT D Eo NTR" RECEIVABLE �
- - -_ ----- _----- _-
-_ -_= _ _
___
ESTATE OF ' . ' FILE NUMBER .
�OBERTA R.GARNER ' ' �0168 '
—- � ---=— - -- —___
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All property jointlyrowned with the right of survivo►ship muat be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION � OF DEATH
-- — _ _ _-— ---
1. NONE 0.00
� %
� ;
�
� . I ' . " . . I . . . ,.
a � �
� _ . I . ' . � _ � � . .
a . a .
. .... __. . _ i '.� ' .
___ TOTAL Also enter on line 4,Recapitulation s ' 0,00 '
, (H more space is needed,inseA additional sheeL�of the same size) ` '
_. __ _ _ _
.��r .
REV-1508 EX+(g_gg) _ _
SCNEDULE E �
COMMONWEALTH OF P�NNSYLVANIA CASH, BANK DEPOSITS� a MISC.
�N RES DENT D ED NT N PERSONAL PROPERTY
-
---
__
- - __-_ _
ESTATE OF , FILE NU�IBER
ROBERTA R.GARNER � 0168 �
Include the prt�Ceeds of litigation and fhe date the pr�oceeds were received by U�e estate. ' ,
_-_ --
All property joinUyowned wdh right of survivorship must be diaclosed on Schedute F. �
�ITEM VALUE AT DATE
NUMBER _ _ ' DESCRIPTION OF DEATH
- _ --- --- . _
1. PNC BANK " '� 5,530.78
Checking Account No.51-4018-4422 � '
Value based on statement attached as Exhibit,."C"
2. PNC BANK � " � �,968.38
Savings Account No.51-3031-8343 � �
Value based on statement attached as Exhibit°C" `•
3. MISCELLANEOUS HOUSEHOLD GOODS AND PERSONAL.ITEMS 1,000.00
4. 1896 CHEVROLET LUMINA 2,000.00
114,000 Milos!Fair Condition
Value based on Kelly Blue Book Average Values . -
5. LIBERTY MUTUAL , , 223.50
Refund of Unearned Premium
� 6. COMCAS7` � �17.02
Refund of Unearned Monthly Charges
7. CENTURY LINK 22.84
Refund of Unearned Monthly Charges •
8. CASH ON NAND ' 184.25
9. BLUE CROSS . 40S.S9
Refund of Unearned Premium �
10. MOFFITT MEDICAL �_21
Medical Refund
11. WASTE�MANAGEMENT � 31.25
Refund
12. TAX PRORATION ON SALE OF REAL ESTATE � �92.�g
' ,
. � _ ' . � . ' _ . I '
a , n .
• TOTAL(Also enter on line 5,Recapitulation) S 15 775.01
(If more space is needed,insert additional sheets of fhe same size) ,
__ _ __ _ �a�_
:EV-1509 EX+(8-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
_ __ ___. _ _
_ __. _ _ _ . {amr
:EV-1510 EX+(6-98)
SCHEDULE G :
INTER-VIVOS TRANSFERS�
o- COM NH RI ANCE TAX RETURNAN� MISC. NON-PROBATE PROPERTY �
RESIDENT DECEDENT
— ---_ _ _
°.—_— _ -- —
STATE OF - FILE NUMBER
:OBERTA R.GARNER ': 0168
' This schedule must be.00mpleted and filed if the answer to any of questions'1 through 4 on U�e reverse side of the REV-1500 COVER SHEET is yes. ' `
DESCRIPTION OF PROPERTY
ITEM INCLUDETHENMIEOF7HE'fRANBFEREE,THEIRRflATI0N8MPTODEC�EIRMIU DATE OF DEATH %OF DECD'S -EXCLUSION TAXABLE
TFffDATEOFTR�NSFER ATTACHACOPYOFiHEOffDf-0RREALESTAiE
UMBER VALUE OF ASSET INTEREST nF,wa�,c� VALUE
___ _ _ _- --__
— --
___ _ . __ ___ __ -
1, NONE 0.00 0.00
" �'
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i 1
;
I . I
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_ .. 1 - ' ' _ . 1 " � _
a g
_� . —_i . — � .
-' TOTAL Also enter on line 7 Rec�apitulation) S 0.00
__ _-
-- -
(If more space is needed,insert additiona�sheets of the same size)
_
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:EV-1511 EX+(12-99)
. SCHEDULE H
COMMONWEALTH OF PENNSYWANIA FUNERAL EXPENSES 8t
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
_
_, - — _ -
STATE OF , FILE NUMBER , , `
:OBERTA R.GARNER ' 0168
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION • AMOUNT
. o FUNERAL EXPENSES:
1. HOLLINGER FUNERAL HOME 9,551.84
i i _'
� ;
. ADININISTRATIVE COSTS: . �
�, Persanal Representative's Commissions ,
Name of Personal Rep�esenfative(s)
Social Security Number(suEIN Number of Personal Represenfative(s) •
Street Address �
��Y State Zip
� �
Year(s)Commission Paid:
2, Attomey Fees IRWIN LAW OFFICE 6,000.00
3. Family Exemption:(If deoedents address is not the same as daimanfs,attach explanation) •
o. Claimant �
Street Address
��Y State Zip _ _ _
Relationship of Claimant to Deoedent
4. probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 275.50
5 Acoour�tanCs Fees
� . . ,
Ca. Tax Retum Preparers Fees
. � ,
_ . 1 �
7. CUMBERLAND COUNTY REGISTER OF WILI.s-File Inventory and Appratsement 30.00�
8. CAROLYN McQU1LLEN TAX COLLECTOR-2011 County/Township real Estate Taxes � 2�ggp,gp
9. LIBERTIf MUTUAL'GROUP-Nomeownars Insurance 596.00
10. IRWIN LAW OFFICE-Fees for Resl Estate Matters 500.00
11. TRASH COLLECTION FOR PROPERTY CLEANUP 8S_Z�
12. TRANSFER TAXES ON SALE OF REAL ESTATE 380.00
1S. MET-ED-ElectHc Service to Real Estate 500.40
14. SHIPLEY ENERGY-Fuel OII to Real Estate ° � 1,359.SS
15. LIBERTY MUTUAL INSURANCE-Homeowners Insurance . � 1,008.82
16. CAROLYN McQU1LLEN TAX COLLECTOR-Personal Taxes � � 5.50
° �7. RECORDER OF DEEDS-Filing of Water Easoment Agr�nTsnt SS.00
_ _ _ TOTAL{Also enler on line 9,Recapitulafion) S ' Z3 016.99
� (If more spaoe is ne@ded,insert addi6onal sheeis of the same size)
. __ _ . _ .ra�
:EV-1512 EX+(42-03) - -
� SCHEDULE 1 � ,
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT�
iNHERirnNCE r,vc REruRN MORTGAGE lIABILITIES 8� LIENS
RESIDENT DECEDENT �
--- - = - ___
___ - -— --- -
STATE OF � „ � . FILE NUMBER ,
:OBERTA R.6ARNER ' ' ' 0168
� _ ___ _---- � ,
Report debts incurred by the decedent prior to death whlch remained unpaid as of the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER - - DESCRIPTION OF DEATH
1, CHURCH OF GOD HOME,INC. 2�25�•64
Norsing Flome Expenses , , ,
� i
2. CONTINUING CARE RX , ; 95.95
Medical Bill �
3. MOFFITT NEART 8 VASCLAR 6ROUP 1.21
Medcial Bill .
4. LIFELINE 29.12 _
_ Equipment Rental Bill � _
5. CENTURY LINK 53.18
� Phone Bill : �
� . . �
- _
, � - �_
y ' . a
' TOTAL(Aiso enter on line 10,Rec�pitu�ation) S 2 471.10
_ _ _ -- _
� (If more space is nceded,inseR additional sheets of the same size)
. __ _. _ _ _ _ __ rqnr _..
:EV-1513 EX+(9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
- —
-- --_ __ =--
ESTATE OF , ,. FILE NUMBER
ROBERTA R.GARNER • � 0168 �
__ _ __
° � , RELATIONSHIP TO DECEpENT AMOUNT OR SHARE
NUMBER NAME ANQADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
- --- __
T TAXABLE DISTRIBUTIONS [indude outrghtspousal distributions;and transfers under " '�
Sec.9116(a)(1.2)] . .
1, MARLIN R.GARNER Lineal
1162 Centerville Road 50%RESIDUE
Newville PA 17247 . , ,
2. SUSAN L.STARTZEL % Lineal %
8150 Lakecrest Dr Apt 808 , ; 50%RESIDUE
Greenbeit MD 20768 '
' ' - -
ENTER DOLLAR AINOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18,AS APPROPRIATE,ON REV-1500 COVER SHEET `
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. NONE - _ --
0.00
. � . � .
, , �
_ .. 1 ' � _ � . . '
B.CHAR(TABLE AND GOVERNMENTAL DISTRIBUTIONS ' �
1, NONE � �
0.00
_ - s n_
� '-.� �
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE pISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S `0.00
(If more space is needed,insert addiUonai sheets of the same size) � -
:+�,� � •
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� EXHIBIT �'A" - . _
_ _ _ _ . __ _ . _—►R in1 _
LAST WILL AND TESTAMENT �
I, ROBERTA R. GARNER, of Gardners, Cumberland County, Pennsyivania, do
- hereby make, publish and declare this to be my last wili and testament, hereby revoking
all wilis heretofore made by me.
1. I direct my personal representative to pay all of my debts, funeral and , �
administrative expenses as soon as convenient after my decease. I direct that all
inheritance taxes imposed or payable by reason of my death and interest and penalties -
thereon with respect to all property, whether or not such property passes under this
o-. Will, shall be paid by my personal representative out of my estate.
2. I authorize and empower my personal representative to sell any realty�� ,
and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds andlor
bills of sale therefore, in fee simple, as I could do if living. My representative is
authorized and empowered to engage in any business in which I may be engaged at
my death;-#of such period of time after my death as seems expedient to said
representative.
3. � I give, devise and bequeath afl of my estate of whatever nature and
wherever situate to my spouse, Marlin E. Garner.
4. _ If_my spouse does not survive me by a period of at least sixty (60) days,
then I give, devise and bequeath ait of my estate of whatever nature and wherever
situate to my cMildren, share and sf�are alike, the child or children of any deceased child
taking the share their parent would have taken if living.
. _
_ _
__ ___ _
.a m� _
5. I nominate and appoint my spouse to be the personai representative of
,
my estate, to serve without bond. if my spouse cannot or does not serve, then I appoint
Marlin R. Garner and Susan L. Startzel to be the substitute personal representatives,
also without bond. �
6. I suggest that my personal representative refain the services of Harold`S.
Irwin, III, Carlisle, Pennsylvania in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this�day
of August, 2001.
(SEAL)
OBERTA R. GARNER �
,
Signed, sealed, published and declared by the above-named person as and for a _ _
last will and testament, in our presence, who at said person's request, in said person's
o- presence and in the presence of each other have hereunto set our names as
subscribing witnesses.
� , _
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_ _
_ _ . _ . _ _ _ _ .q�_
ACKNOWLEDGMEIVT AND AFF/DAV1T
WE;-ROBERTA R. GARNER, RHONDA S. IRWIN and HEATHER A.
BARBOUR, the testatrix and witnesses respectively, whose names are sign�ed to the
foregoing instrument, being first duly swom, do hereby decla�e to the undersigned �
�
authority that the testatrix signed and executed the instrument as her last will and that
she had signed willingly, and that she executed it as her free and voluntary act for the
purpose herein expressed, and that each of the witnesses, in the presence and hearing
of the testatrix, signed the will as a witness and that to the best of their knowledge the
testatrix was, at that time, eighteen years of age or older, of sound mind and under��o -
consf�aint or undue influence. `
ROBERTA R. GARNER
1
� RHONDA S. IRWIN
�
HEATHER A. BARBOU -
COMMONWEALTH OF PENNSYLVANIA . � �
a :ss:
COUNTY O� Ct1MBERLAND .
Subscribed, sworn to and acknowledged before me by ROBERTA R. GARNER
the testatrix herein, and subscribed and sworn to before me by RHONDA S. IRWIN and
HEATHER A. BARBOUR, witnesses, this �`'�day of August, 2001.
� Notary Public
�.�....._.__� _
� � Notarial�eal
�Harold S.Irwin IIf,Nc'ar��?ublic
Carlisle Boco,Cumberlancl�ci+;:t�
My Commission Expires SeNt.?'j.2Gi!'�
A,;.,n,�+er a��r�,"i,�sniaG!�sociatio�;;;.Nc;ranes _
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� EXHIBIT ••B•• �
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. ��* � k. Se�tlemen# Statement{HU�3-'I�� , � . �.
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�C.Nota:Tnis fam Ls tum�ahaa to g�ve you a st�ament of ectual seri�nt e�ts Rn+ounts A�1 ta and 6y Ure 5att�e�*�ent egerA are shown.�!ema manc«1
'(p.q,c.}"were pa+d outekie the uas(ng;they are 8hown here!pt intarmatio�ai pur�asse and arg not included in fhe totais. ! �
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D.Nah+n d Address of Borroart�r TE.Nsme 8,4ddrose of Selier. •�F.Name�Addross of Le�der �
PAMELA K.NAWROCKI ':.ESTATE OF ROBERTA R.GARNER !►`UA
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i142 HILL DR1VE ;64 SOUSN pit'T STREET ; �
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. The Pubiic Reporting Burdert!or this Coiledion af inlormatian is estimBtad a135 minute�per res�wnse for cotlecting,reviswing,arxl ,
raporting the data.This ac�}ency may not co0ect th�s ir�formativn,and you are nof required to campleYv ttiis form.�Sniess it tlispiays a _ .
currentiy velid OMB control number.No eonf+deniialHy�s assured;,this disclosuro is mandatory.This ia designed to provide the pArties to
. a RESPA covered transaction wiih iniamatian during ttie_cs�tNamertt.process. '
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I have re iy tho HUO-t e � nt Stntemant d?o the beat of myi knowfeQge a belief.it is a"tr:;e and a rate sta±emen��I aii rece�ptt�arKi
' disb rr� o _y accou y m ' 1hlsRrar+s 1 turther ccrtify that i hOve o copy ot hi 1 ont utstemant._ •
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To{he 6est of my kn�vrl�gG the IiUD-t Settlement Stetemerrt wl�kh I have prepared la a Wn a ac fe accourit o untls wh�ch e received �
, arx!n�ve bean ar wiil be disDureed Ey the unclensig�d as paR of the settlemer�l ot Ihis trsnaacii n.
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---___----____---............_...._................__.._._.:_...._._..___...� Date:....._....._.._..:__...__. .4gent.__.. ............ .....:.-�+----- D'ate:_ l22l20i3.._ � '
" HARQLD S.IRWItJ,H '
WARNING:it is a crkne fa knowingiy rrieke falee statements to U�e United Sta(ea on this ar any other simdar forrn penatties on comri�' car inctude a Tne '
and impnsanrriyny Fordetads see�7(ile ta U.S cade Sectron 1001 and Section fOfO. _
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Prevfous edHlons are otieoiete P 2 of 3 HUD-1
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;�Banking Statement �PNCBANK���.
r�C Bank �� -
Primary aocount number:51-4018-4422
, - Page 1 of 4 �
For ths psriod iZ/Z6/Z010 to 6t/Z8/Z011 Namber of enclosures:0
001766 For 24hour banking,and transactio�o�
� `ROBERTA OARNER - ^ �interest rate information,sign on to
� 237 �INE GROVE RD PNC Bank�nline Banking at pnc.com.
GARDNERS PA 17324-8946 'a' Forctistomerservicecalll-988•PNC-BANK
Monday-Friday: 7 AM-10 PM ET
Saturday&Sunday: 8 AM-5 PM ET
, ParaservicioenespafTol,9-866-HOLA-PNC
. INovh�p? Please contact us at 1-888-PNC-BANK
_ , -
,
, -
, �'Write to:Customer Service
, POBox 609 .
o- ,. Pittsbur�ph PA 15230-9738
_ . �Vtsit us af pnacam .
� TDDterminal`.1-800-531-1648
. . For hearing impaired climts only
:olationship Overriew .
=�nk D�posit Acoounb �
�scHptlon AccouM Number Deposit Baianci'
�ree Checktng 51-4018-4422 5,530.78
�avings 5I-8d31-8348 5,968:88
rotal Deposits _ ► �
�eA �hAC�ng �CCppnt �II�pmS� Roberta Garner
'.ccourrt number:57-4018-4422
?verdraR Protectbn ProvMed By: Contaot PNC to�slablbh Ov�rdn�t Protwtion �
_ — -
=�lanc� Summar�► �
Beqfhniny Deposits and Checka and other Endiny ,
balancs other addkfons deductions balanca _
4,899.35 1,155.00 523.57 5,530.78 �
� Averays.mo�hly Chatpos �
balance andfees
_ _ 5,553.55 2.00
Tr�s�ction Summary : _.
1 Chaek�paid/ Check Card POS Check CsM/9ankcaM
�
wfthdrawa(s siyned transactions POS PIM transactiorts � ,
, � a 0 �
� � Totai ATM PNC Bank Othar 8ank
transactlons ATM transactiona ATM transactions
0 0 0
/�Ct�Vlty D6tAI� +
Deposits and Othsr Addi�ions There was�Qeposit or other Addicion
Date . Amount Descrlption � totaling$7,'ISS.AO,
Ol/OS • 1,155.00 Direct Deposit-Soc Sec �, '
US Treasary 303 XXXXX7959A � '
- ' �
a PNDMLT01-J0613652-140-NNNNNN-002-004731