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J 1505611180 REV-1500 ��-��F', OFFlCIAL USE QNLY PA De rtment of Revenue PennsylVanie � o��arMaaroFr��we CountyCodeYear FileNumber Bur�u of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 r��r�,P,a��zs.oso� RESIDENT DECEDENT ` � a IU� 2 ENTER DECEDENT INFORMATIOH BELO'W Social Security Number Date ot Death MMDDYWY Date of Birth MMDDYYYY 09292�12 06121933 Decedent's Last Name Suffx DecedenYs First Name MI YOCUM ROBERT R (If Applicable)Enter Surviving Spouss's letom�ation 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 80XES BE40W � 1.Original Retum Q 2.Supplemental Retum Q 3.Remeinder Retum(Date of Death Priorto 12-13-82) Q 4.Limited Estate Q 4a.Future Interest Compromise(date of Q 5.Federal Estate Tax Retum Required death afler12-12-82) � 6.Decede�t Died Testate Q 7.Decedent Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes (Attach Copy of Wilq (Attach Copy of Trust) r Q 9.Litigatan Prooeeds Raceived Q 10.Spousal Poverty CredR(Date of Death Q 11.Election to Tax u�der Sec.9113(A) Between 12�31-91 and 1-1-9� (Attach Schedule C3�Y � CORRESPONDENT-TNIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONF�ENTIAI.TAX INFORMATION SHOULD BGD�ED T0: `"' j� � Name Daytime�lep�one Nurr� r"3 r� m �' � � v� �' ROBERT G . FREY 7172��$38� � '"� ``� �';°t `'�P R� IS7'EFt F WILLS US �QN� r. C✓ C: ry'; "'r.' "� �'1 c-� ;:.� -; � �'' First Line of Address "�� '" �-' '�' ��' � � i V �, t"r! 5 S. HANOVER ST. ;> �—' �'' .°� N Second Line of Address City or Post Office State ZIP Code DA7E FlLED CARLISLE PA 17013 CorrospondsM�s•-maii aaar.ss: R F R E Y a F R E Y T I L E Y. C 0 M Under penatlies af perjury,I dedare that I have ezamined this retum,including axomparrying schedules and statements,and to the be�t of my knowledge and belief, il is true correct and com lete.Decla ' n of rer other than the rsonal re reseatativa is based on aN information of which rer has a knowled e. SIGNATURE P RESP FILING RETURN DATE . ADDRES PO BOX 318 HOPEWELL VA 23860 SIGNA R PREPA R O TFIAN PRES TIVE 3 �� ADDRESS 5 SOUTH HANOVER STREET tA ISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505611180 150561118D J �.�� - _ _ _ 'R� _ _ J 1505611280 REV-1500 EX(FI) Decedent's Social Security Number oecedenrsName: ROBERT R YOCUM �caPiTU�anoN 1. Real Estate(Scnedule A).. . . . . . . . . . . . . .. .. . . . . . . . . . . . . . . . . . . . . . . . 1. N 0 N E 2. Stocks and Bonds(Schedule B). .. .. .. . .. .. ... .. . . . .. .. . .. .. .. . .. .. 2. 19 71.0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C). .. 3. N O N E 4. Mortgages and Notes Receivable(Schedule D).. . .. . . .. . . . . . . . ... . . . . . 4. N�N E 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E).. .. 5. �8 4 2 4 .Q 0 6. Jointly Owned Property(Schedule F} �Separate Billing Req�sted. .. . . . . 6. N 0 N E 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) �Separate Billing Requested. . . . . . . 7. njQrj� S. Total Gross Assets(total Lines 1 through�. .. .. ... .. .. . .. .. . .. .. .. . . 8. 2 O 3 9$.Q 0 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . . . . 9. 13 0 0 3.Q 0 10. Debts of Decedent, Mortgage uabilities and�iens(Schedule I). .. . . ... .. .. 10. N 0 N E 11. Total Deductlons(total Lines 9 and 10)... .. ... .. .. . .. .. .. . .. .. . .. .. 11. 13 0 O 3. D 0 12. N�t Valus of Estab(Line 8 minus Line 11).. . .. .. .. . .. .. . .. .. . .. .. .. . 12. 7 3 9 2.0 0 13. Charitable and Govemmerdal Bequests/Sec 9113 Trusts for which an election to tax has not been made{Schedule J) . .. .. .. . .. .. . .. .. .. . .. 13. �.�� 14. Net Vsdue Subjsct to Tax(Line 12 minus Line 13)... ....... . ... . ... . . . .14. 739 2.�0 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15.Amour�t of Line 14 tauable at the spousal tax rate,or transfers under Sec.9116 (a)(1.�X.0 � 15. Q .�0 16.Amour�t of Line 14 taxable at�inea�rate x.0 4 5 7 3 9 2 . 0 0 �s. 3 3 2. 6 4 17.Amour�t of Line 14 taxable at siblir�g rate X ##�I 17. � .�� 18.Amour�t of Line 14 taxable at collateral rate X ##�I 18. � .0� 19.TAX DUE. .. .. . .. .. .. . .. .. . .. . . ... .. .. . .. .. ... .. .. . .. .. .. . .. .. . . 19. 332.64 20. FILL IN TFIE BOX IF YOU ARE REQUES?1NG A REFUND OF AN OVERPAYMENT �] Side 2 L 15�5611280 15D5611280 J . _ _ _ ,,��, REV-15oo EX(FI) Page 3 Flle Number 208-24-0926 Decedent's Complete Address: 21-12-1082 DECEDENT'S NAME ROBERT R YOCUM STREET ADDRESS 70 BLAIN MCREA ROAD GTY STATE ZIP NEWVILLE PA 17241 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 3�,64 2. CreditslPayments A.Prior Payments B. Discour�t Total Credits(A+g) �2) a.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3, enter the difference.This is the OVERPAYMENT. Fill in box on Paqe 2,Line 20 to roquest a rofund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5� 332;64 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....................................................................................... ❑ � b. retain the right to desig�te who shall use the property transferred or its income.......................................... [] � c. retain a reversionary interest.......................................................................................................................... ❑ � d. �eceive 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 consideration7.......................................................................................................... ❑ � 3. Did decedent own an"in trust for'or payable-upon-death bank accourd or security at his or her death?............ � � 4. Oid decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designationl.................................................................................................................... ❑ � 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 r�t value of trarvsfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)()]. For dates of death on or after Jan, 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1 j(ii)).The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requiremerrts for disclosure of assets and filing a tax retum are stilt applicable even if the surviving spouse is the onfy 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 parer�t or a stepparer�t of the child is 0 percerrt[72 P.S.§9116(a)(1.2)]. • The iax rate inposed on the net value of transfers to or for the use of the decedenYs lineal benefiaaries is 4.5 percent,except as noGed in[72 P.S.§9116(a)(1}]. • The tax rate imposed on the net value of transfers to or for the use of the decederrt's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is d�ned, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by bload or adoption. _ _ _ _ _�,, . REV-1503 IX+(7-11) pennsylvania SCHEDULE B DEPAR�AIENT OF REVBJUE INHERITANCETAXRETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert R Yocum 21-?2-1082 Alf prop�rly join4fy awned with ri�M ot survivorship must be disclosed on Sah�duls F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Prudential Insurance, 36 shares, 54.76 average price 1,971 TOTAL(Also enter on Line 2, Recapitulation) $ 1,971 If more space is needed,insert additionai sheets of the same size _�., REV-1508EX+(�1-10) SCHEDULE E pennsylvania CASH, BANK DEPQSITS, � MISC. NHERIT NCET�AX�RN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Robert R Yocum 21-12-1082 Include the proceeds of litigation and the date the proceeds were received by the estate. All propsrty jar�tly ownsd with riyht of survivorship must be disolosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 FB�M Bank Account No. 3305368 15,027 2 1996 Ford F150, acutal sale price �,3�} 3 Miscellaneous personal property 1,0�0 4 Outdoor Life and Met Life Refunds 435 5 Adams Electric Cooperative dividend and cancellation of inembership 412 6 American Legion Death Benefit 100 7 Post 421 Death Benefit 100 TOTAL(Also enter on line 5, Recapitulation) S 18,424 If more space is needed, use additional sheets of paper of the same size. . . . . .. - . . . . ._ . . . . T��.T _ REV-1511 EX+(10-09) pennsy�vania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND RESDENTDECEDENT URN ADMINISTRATNE COSTS ESTATE OF FILE NUMBER Robert R Yocum 21-12-1082 Dsaedert's dsbts must be r�ported on Sch�duls I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Westminster Cemetery 3,4Q5 2. Ewing Brothers Funeral Home 7,gp� B. ADMINISTRP,TIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. AttomeyFees: 1,50Q 3. Family Exemption:(If deoedenYs address is not the same as claimanPs,attach explanation.) Claimant Street Address C�Y State ZIP Relationship of Claimarrt to Decedent 4. Probate Fees: 161 5. Accourrtant Fees: 6. Tax Retum Preparer Fees: 7. Advertising in Cumberland Law Journal and the Sentinel 26g TOTAL(Also enter on Line 9, Recapitulation) S 13 003 If more space is needed,use additional sheets of paper of the same size. _ �r ., REV-1513 EX+(01-10) pennsytvania SCHEDULE J DEPARTMENT OF REVENUE �NHERITANCETAX RETURN BENEFICIARIES RESIDENT DECEDENT ' ESTATE OF: FILE NUMBER: Robert R Yocum 21-12-1082 RELATIONSHIP TO DECEDENT AMOUNT OR SHAR@ NUMBER NAME AND ADDRESS OF PERSON(S)RECENING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and trensfers under Sec.9116(a)(1.2)•] � Jeffrey R. Yocum PO Box 318 Hopewell,VA23860 Son 1/3 of residue Scott P. Yocum 2� PO Box 318, Hopeweli, VA 23860 Son 1!3 of residue 3 Linda L. Forshey 38 Park View Ave., Lewistown, PA Daughter 1/3 of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TFiROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. Il NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CFiARiTABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUl10NS ON L�NE 13 OF REV-1500 COVER SNEET, s �1.QQ If more space is needed,use additional sheets of paper of the same s¢e. _ _�,.� _ _._ . , .:y.,. - _'_ _--_��,si.';��.:,�; NCi' S�— _ '.:.:'.".ip �.:',�`� : '; : '•. � . ,:�. " .}"1::� ..f p�'u.: `"'.?fi;a="�Y :t�lcA.�,:y'Sv-t ,�• .;:j •�iri'�,Tc b "C' }.°':`'�. ��"P`T .,at�..=,q. ;.. �. y { ��y -.� '::.lc:'y�^.•. ,'ti .:'.� �'jj .. �. V;r. � .vs ��..A"�r �� . ��( ��n. � F.Y'�:I� . � ��..• ti w�r`,.�� U� I�� (m`� �j a';�.��4.4�.�..'•�y�0. ��r�:.:':�." ' tY � 1' . �-�"Y. '�'{ ��4 M>':�:.k�v�T(L.y %!• . �'Y .i. �'L. . ..�..�.�: ;: • ' ..� •Y r..: ,y�. .�. ..... . .. . . �.�.. _ _ Y:. .•�i, �f! . . . . - .��. . ..i.:��Vt.�y.�,'�.��.��..1.7 a.. ., ::. � i �;. a::,. - - - -v • �. „ . .. - - - - ° ,- •. _.__._.�..:_._�n� _, . _ ..� � - . . . _ � w. �. T� � LAST WtLL AND TE.STAMENT f OF � - ROBERT R.YOCUM ; . l.ROBERT R.YOCUM,unmartied,of Lower Mifflin Township(nuiiing ! addre� 70 Blain.McCrea Road,Newvine,PA l7241).CumbedmQ Couetp, � � Pe�rosytvania,being oF aound and dispoaina mind,memory and undernandlo�,do hereby . rtake,pnblish aad�clare thia as s�f for my Last Will end Tes4ment hereby rcvoking and making void aay and a!!Wills by tne st asy tlme herccofore tno�da • ' 1. 1 direct thu my fimeral services be eonducted by Ewing Brotbera Funeral - Home.630 South Hanover Strxt.GrUsle.PA 17013,�nd ttnt n►y body be intaRed on my burial la located io Westminaur Mettwcid Gardens near t6e Borougd of Cariisle, i Pennryivania. .:.,.� 2. i dieect my hereiaatoer named Exeent�or F.�cecutrices to poy all of my j , just debta aad f�wera]expeases aa soon a(ter my death as auy be found ooavenimt to do �"`.i so. I further direct thet tl! inheciw�ce. traasfer, successiai. estate md deat6 taxes, . Includfag interest�d penaltiea therea�.whicb msy be payable oa account ef my death ��`I shall be p�yable from the rcsidue of my estate retudhsa�whethu the asse� �epon �.;,� which wch tszes are based ve i�lnded in my probate esate. 3. Ap of the rest. residue and rcmaiador of my eatate, real. personal and .� mixed.and wheresoever the same may be situate.I Pive.deviae snd bequestb in equal � shsrcs eo wch of my fdlowiag ther� (3) child�ee as shdt mcvive me by a period of � � ninety(90)daya,their heirs and asei�ns.but should any of them fsil to so survive me then the share wbicb auch deceaxd child would have raceired shap p�ss to such of his or her ~� iasiu as ahall sucvive me by a period of ainery (90)days.their iuirs and asaigns, per ` I stirpes. My three cluldren are lEFFREIf ROBERT YOCUM.SCOTT PAUL YOCUM, = ; and L1NDA L FORSHEY. ;;�_;� 6. I heroby aomiaate, cwusitute and aQpoint my soa,,JF.F'FREY ROBERT •�°�� YOCUM as Faeecutor of this my Lut Wi11 and TesouneM.but should be predecease me : w fail to qualify or cease serving as such,then in sueh event I naminate,constituce and appoint my son SCOTT PAUL YOCtJM aa atteroate or successos Executor,but should ' he predaeaee me or fsil w qualify or eease servio� as sned� thea in wch eveot 1 nomiaat0. consatuee and appoiat my dwghter, L[IYDA L FORSNEY, i further dircct F that none of them slaU be�oquirod to poet any bond W secwe the faithful performsnce of his or her duties in d�e Commonwealth of Penneylvauia or ia any other ju�adicdoe. IN WITNESS WE�REOf,l have heroumo set my hand and seal to thia my Last ' Wiil aad Testsment written oa one (1)pa8�.�u �Z��Y� ��,t-�� ,2007. .�! � '�• (SEP►L} ROB T .YOCUM .;� :�� , s ' � 5i , sealed, ubli w+ �ncd p ahed. aad decla�+ed by ROBERT R. YOCUM t!rc Tesator above named, u and !or his UaK Witt and Tes4ment, ia our prcaence� wAo� in his I poeseoce.u his�equest,and in t6e presence of ueh aher.have hereunw subseribed ous � � names as attesting witnesxa. 6��1rt�+�L�� . — �� 1 F. � I 1,. PQjt/O/I I � .. .. �� ,� .�. : .. � �. ,, �, . .. „,,� ,.� ..�.�s� , � . . o�, www.fmtrvsto�llne.co�n � October 12, 2012 I , , I � , � � � Robert G. Fr I'� e Y � 5 South Ha � n�ver Strcet � Carlisle Pa 17013 I �I Re: Estate of Robert R. Yocum �� S # ! i � Dear Mr. Frey, , : �I The b � � alan ce to Mr. Yocum s a ccount # � 330 5368 w as 15 052 $ , .26 on 9/29/ However on 201 2. 10/2/2012 the i � allow his balance to be $15,027 26 t No ac r ed nte estlwasraddedo' that would , Mr. Yocum was on the account individually and no right of survivorship was I' listed. I The account had been opened on October 28, 1996. I'� No other accounts were found for Mr. Yocum. If you need any further information, please feel free to contact me. '�I '� � , Sincerely, ' � � � QA�` ✓/�j/( ,I. Annetti Tingle U Cust Serv. ' Hanover St. Office ' ' 717-249-1331 ' I , � � 717-264-6116 888-264-6116 P.O.Box 6010 Chambersburg,PA 17201-6010 F . INAN..�CfA�L`SU. � . w . , 4�J't10yS ... FROM P,.� . , .._ _�� .� .. » _.y__• . _ _W_ �.._. ,_,��.: ,�..�_�� .,�� _�� Y a0 U K.,IV 0 W j _� .�_�,�_��.a.,�,��.,�,,�.,x.�_� �__�...�f..�.�, �.. ..�..��..�.� ....�. ��.�,. ��I° � ,.� �u_.._ �1 L.3Y w..�._ _,�� PRU Historical Prices I Prudential Financial,Inc.Comm Stock-Yahoo!Finance 6/12/13 9:52 AM New User?Reg�st�r Sign In ��1� Make Yt My Homepage Ntail My`/' ��ahco! � — —�-- _----. _..__..-____., _�__�______�_� .._. _._.. ' Search � SeaoCh Weh i,? HOME INVESTING NEWS PERSONAL FINANCE MY PORTFOLIOS EXCIUSIVES � �� . �� - FinBnce Search Wed.Jun 12,2t113.9:52AAA EDT-US Markets ciose in 6 hrs a I Get Quotes� ! .__.__�____�.. nd$mins _ __ _ Dow 1'0.39%Nasdaq?U.31% _ _ _ _ _ _ _ _ ��„ : �, , �'TR�' .- � . ��c PRU E�' �,u��cco�:: , �� .,�....:. _..... c*rnnoc scoamKS uc -�7' ��(3 ,._�„ rudentlai Financial, Ina(PRU) -NYSE Add to Porlfolio Uke :94 E 71 .�FQ !Q.rJrJ��.7$%� 9:52AM EDT-Nasdaq Real Time Price Htstorical Prices ��:�----, Gst Histodwl PNcss for. ? � GO i Sst DaM Ra�ge e-�----, �°-�---�-., �Daily Start Dats: i�Sep `28 2012 � Eg.Jan 1.ZO't0 �,�;Wg�kly �__.. », ,W.._�, rv--.w..._,, ,:�...Monthl End Date {Oct 1 2012 ' k.�r Y __.._..,,. __.._ ._ w.._.___., �4�Dividends Only __.._.....,..__......_.._, i Get Prices � First�Previous�Next�Last Pricss Date Open High Low Ciose Volume Adj Cbse• Oct t,2012 54.80 55.38 54.25 54.48 2,036,300 52.06 Sep 28,2012 54.52 54.94 54.14 54.51 2,583,600 52.06 'Cbse price adjusted iw dividends and splNs. First�Previous�Next�Last +'�!Dawnload to Spreadsheet Cumency in USD. �S �f . � � � l V-tJ'�=.� � �I �itt a�� ," `� http://finance.yahoo.com/q/hp?s=PRU&a=08&b=28&c=2012&d=09&e=1&f=2012bg=d Page 1 vf 2