HomeMy WebLinkAbout10-11-13 REV-1500 Ex(02-11)
1505610143
IJU OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county code Year File Number
Bureau of Individual Taxes °nrzrasx*°rac�++ua
Po 80x.280601 INHERITANCE TAX RETURN 21 12 1326
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
12 06 2012 06 08 1942
Decedent's Last Name Suffix Decedent's First Name MI
ARMSTRONG III EDWARD S
(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
I� 1. Original Return 0 2, Supplemental Return 3.Remainder Return(Date of Death
Prior to 12-13-82)
(� d. Limited Estate 48.Future interact ftese 5. Federal Estate Tax Return Requited
(date of death after r 12.12 14.1282)
® 8 Decedent Died Testate [3 7, Decedent Maintained a Uving Trust 1 _ 8. Total Number of Safe Deposit Boxes
(Attach Copy of W19 (Attach Copy of Trust)
❑ 9. Litigation Proceeds Received [3 to.Spousal Poverty Credit(Date of Death 11.£lection to tax under Sec.9113(A)
between 12.31-91 and 1-1.95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LISA MARIE COYNE ESQ 717737 04=64 �
w rTI
--F�r
REOISTE_R OF WILIS'�USEQQN6'Y
First Line of Address
3901 MARKET STREET Cr; Co
Second Line of Address ID
"t DATE FM on
City or Post Office State ZIP Code -
CAMP HILL PA 170114227
Correspondent's e-mail address: liSa@coyeandcoyne.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.
(GNAT RE OF PERSON RESPO{� DATE
Frances A Pebbles
'ADDRESS
33 E. Factory Street
, Mechanicsburg, PA 17055
5, URE OF PREPARE H TttANlt2EPR ATIVE DATE
1—, LISA MARIE COYNE Esq o— 16-1
A DRESS
o ne&Coyne,P.C.
3 arket Street,Camp Hill,PA 170114227
Side 1
1505610143 1505610143
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REV-1500 EX 1505610243
RECAPITULATION
1. Real Estate(Schedule A)...................................................................
................_.... 1.
2. Stocks and Bonds(Schedule B),,......................................... .................. ... ..... 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3.
4. Mortgages&Notes Receivable(Schedule D).......................................................... 4.
S. Cash,Bank Deposits 8 Miscellaneous Personal Property 130 , 8 0 7 . 68
p P rti'(Schedule E)................ 5.
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter•Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested....... 7.
8, Total Gross Assets(total Lines f through 7).......................................................... 8. 130 , 8 0 7 . 68
9. Funeral Expenses and Administrative Costs(Schedule H)........................... ........ 9. 25 , 1 0 3 . 2 0
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)..._..........._........... 10. 4 , 02 5 . 82
11. Total Deductions(total Lines 9 and 10)..................................__........................_ 11, 29 , 129 . 02
12. Net Value of Estate(Line 8 minus line 11).......-...........__.....__............... - 12. 101 , 678 . 66
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)................................................. 11 2 , 300 . 00
14. Net Value Subject to Tax(Line 12 minus Line 13)_...._.........._........................... 14. 99 , 378 . 66
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.
16. Amount of Line 14 taxable
at lineal rate X .045 16.
17. Amount of Line 14 taxable
at sibling rate X .12 99 , 378 . 66 17. 11 , 925 . 44
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE................................................................................................................... 19. 11 , 925 . 44
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 1326
Decedent's Complete Address:
DECEDENTS NAME
Armstrong, Edward S IIII
STREETADDRESS
6020 Mockingbird Drive
Mechanicsburg PA 17055 17056
Tax Payments and Credits:
t. Tax Due(Page 2,Line 19) 11,926.44
2. Credits/Payments
A Prior Payments 16,000.00
B. Discount 696.27
Total Credits(A +B) (2) 16,696.27
3. Interest (3) 0.00
4. If Line 2 is greater than Line I +Line 3,enter the difference. This isthe OVERPAYMENT. (4) 4,670.83
Check box on Page 2,Line 20 to request a refund
5. If Line I+Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5)
Make Check Payable to: REGISTER OF WILLS, AGENT.
7,
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 designate who shalt use the property transferred or its Income;...... ........ .........
c. retain a reversionary interest;or_..._....................................................................... ...-.............................
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?......... ❑ EXJ
4, Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?......_.........._-...-..................................................... ................................... ❑ Ex
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)j.
For dates of death on or after January ,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 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 parenf.or a stepparent of the child is 0 percent[72 P.S.§9116(a) r2.),.
•The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.6 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 172 RS. 9116ga)(1.3 A
sibling is defined under Section 9102,as an individual who has at feast one parent in common Win the decedent,Joiner y bloN-or adoption.
N N
pennsyivania SCHEDULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSITS AND MISC.
INHERMANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
FILE NUMBER
ESTATE OF Armstrong, Edward S III — '_ 21 - 12 - 1326
Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Members 1st Savings Account#XXXX53-00 i 42,973.03
2 PNC Bank Checking Account#XXXXXX2617 29.571.45
3 2010 Chevrolet Malibu 4,803 miles -private sale--See Attached Bill of Sale 11,700.00
4 Gun Collection --See Attached Inventory and Bill of Sale 2,300.00
5 1989 Friendship Mobile Home, Title No.411228881VIN MY8918629ABW--located at 6020 15,000.00
Mockingbird Drive, Mechanicsburg, PA 17055(poor condition)-- Bill of Sale Attached
6 70 Misc. EE U.S. Savings Bonds(See Attached Inventory) 29,263.20
Note: Jointly held with wife, Patricia Armstrong, who predeceased on 8/1/2000
TOTAL(Also enter on Line 5, Recapitulation) 130,807.68
Jan, 7. 2013 12: 13PM PNC No, 3881 P. 212
QPNC
January-7,2013
Lisa Coyne
.Attorney at Law
3901 Market St
Camp Bill PA 17011
RE: Edward S Armstrong
SSN. 161-34-1986
DOD: 12!06/2012
Dear Sir/Madam:
In response to your request for Date of Death(DOD)balances for the customer noted above,our
records shove the following:
Checking Account
Account#5070032617 .Established= 08/01/1974
EDWARD S ARMSTRONG
DOD balance: 529,571.45 non interest bearing
Please note that this office pro vides date of death balances for deposit acoounts{112As,CDs,Checking and
Savings). We do not process any financial transactions or provide statements. If you need assistance with
any of these items,please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch
office,
Sincerely,
National Financial Services Center
PNC Bank,NA
Member FDIC
This message is intended for the use of the individual or entity to which it is addressed and may
contain information that is privileged, confidential and exempt from disclosure under applicable
taw. If the reader of this message is not the intended recipient or the employee or agent
responsible for deellivering this message to the intended recipient,you are hereby notified that any
dissemination, distribution or copying of this communications is strictly prohibited. if you have
received this communication in error,please noddy me immediately by reply or by telephone at
800162-1775 and irmnedi
' St
MEMBERS JAN 16 2013
P£DRLCREFP tNON
By —
REGULAR SAVINGS ACCOUNT:
Account Number[Suffix 17553-00
Date Account Established 09/30/1975
Principal Balance at Date of Death $42,971.56
Accrued Interest to Date of Death $1.47
Total Principal and Accrued Interest $42,973.03
Name of Joint Owner None
MLFRS T FEDERAL CREDIT UNION
Danielle A. Kline
Lending Insurance Support Specialist
January 15, 2013
Estate of: EDWARD ARMSTRONG
Date of Death: 12/06/2012
Social Security Number: 161-34-1986
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Purchase Reciept
V ellsvitle Armory 6ATE: May 24,,2013
www.wellsvillearmorv.com INVOICE# Check#1159
1'416 Faun Valley rd
Wellsville,PA 77365 Sold By: Estate of Ed Armstmn
Phone:717-919-601$ ExectutorlSister
Fax.717-502-6089 Fran Peeples
33 East Factory st
MechanicsOurg,PA M55
_.__.... ......_. 717-+66-5187
losstlen 5130 Tactical crmverstion 12ga, Serial##T427048
L h>l
1,K91-Tec P3AT 91VU pistol Serial#K4X75
jarurus Couch 357 S##t revolver Serial# ZF401301
1Ruger MK 11 standard 22 Pistol Serial # 18.45990 f
_...
!Springfield XD-40 40 Cal Pistol Serial#US402414
ISpringfeid X0-9 0mm Pistol Serial #US941525
1A_M.T. Hardballer 45ACO Pistol Serial#GGA00353
lRossi 8461 357 revolver Serial#TD808066
,Beretta 95013S 22 short Pistol.Serial# BR16914T
DaYis Industries 0-22 Derringer Serial#417462
{Walttler P-1 P38 9mm Seriai#389664
i _
age 219G 22 Hnmet Serial #-18468
4lthlG'd !A 66 12-guage shot gun Serial#50868 14..
Remington 870 20 gauge Serial #V169902t
- '"AID
!Remington 870 Exp. Mag 12 Gauge Serial # B009852H
i
SUBTOTkL i $ -
Make all checks payable to Wellsville Armory, if you have any TAX RATE
questions concernipg this invoice contact Jamey Hattermart SALES TAX' ' S
at above phone#or wellsvillewbeeigunnergoomcast.net I
TRANSFER FEE ;
THANK YOU FOR YOUR BUSINESS! .
TOTAL
I•
Purchase Reciept
WL611svi lle Armory DATE: , May 24,2013
www wetlsvillearmory.com INVOICE# Cbeck#"58
100€arm Valley rd
Wellsville,PA 17365 Sold Sr. Estate of Ed Annstron
Phone:797-818-&018 FJCeclxttorl9Pster
Fax:7'17+502-E089 Fran Peeples
33 East Factory st
_.. Mechanicsburg,PA 47055_ .. .
797-766-6197
1
lfternington 870 Express 410 Gauge Serial#A692g82H s
fR—rningtan 870 Express Mag, 12 guage Serial#A163175M
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_ PAID
... . .. _. CHECK#1159
susroTAC
Make all checks payable to Wellsviiie Armory. if you have any rAXRATE
questions concern ing this invoice contact Jamey Wialterman SALES TAX $
at above phone#or wellsvillewheeigunnerCcomcast net
rRANSFER FEE
THANK YOU FOR YOUR BUSINESS! .
TOTAL 'e $ 2 300.00
i.
BILL OF SALE '
For goods and other consideration and in payment of the sum of$�r� Yd
The undersigned SellerY(�r
Seller's name M EChCj - k�,00 1
Seller's Address �} y
Hereby sells and transfers to Buyer: Ds , 2_.,
Buyer'.s name. _.
-- U
iGS�t?�
Of MacKt n t I"�O Y . � ��7t3 0
Buyer's address
The following Motor Vehicle: 11�
Make: ER E NJ� ti 1"
Model: -/q s(}- h-{S(Y� k
Year: t
Title Number: 41110?a?99
Odometer Reading: `t q
Vehicle Identification Number: � LL)
Sale is subject to the following representations and conditions: _
Said Motor Vehicle is otherwise sold in"as is"condition. r� - r�
Seller acknowledges eipt of payment in amount of$_^tom , 0�,____
For the a ve m oned r v 1
Date: J3-
Bu
t Q J LG Date: l CZ'rol
eIler
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MGv.14,=3
Calculated Value of Your Paper Savings Bond(s) file:///H:/Shared Documents/Estates/OPEN ESTATES/ARMSTRONG...
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 12/2012
Total Frlce Total Value Total Interest YTD Interest
$11,700.00 $29,108.24 $17,408.24 $1,052.72
Bonds: 1-69 of 69
Issue Next Final Interest
Serial # SeriesCenom Date Accrual Maturity Issue Price Interest Rate Value Note
11140503553EE� EE $200106/1997!01/2013!06/2027! $100700`, $72.00; 0.63%: __,$172.00!
R139704982EE EE $200 04/1997 04/2013 0412027: $100 00 _ $67 44; 0.76% _ $167 444-.
R139649691EE! _ EE _ _$200_02/1997 02/2013 02%2027 $100.00 $67 44 0.76% _- $167.44
89
R1310242EE, EE $200;12/1996;06/2013! 12/2626; $100.00' __$68.08; 0.59°1x; _ $168.08;
Ri28578384EE: EE $20g:10/1495iO4J2013: 16/2026c $iQ0.00i $71.28. 0.76%: $171.28;
R135734580EET_--EEf --$200108/1996�_02/2013108/2026' .- -$100.00' -- $71.28' 28; ---
---' -- ---r'- --'- -....
R132960068EEm- EE $200 0711996 g1J21 07/20267 $100.00 _$71.28 _03-6 _ , $171 28: _
R132831963EE', EE m $i6'0:-65-/--19-9--6-05/2-01-3 05/2026- $100.00 $71.92 0.59°/0_ $171 92;
R131150389EEI EE $200:03/1996;03/2013;03/2026; $100.00; $75.12, 0.76°'0; $175.12;
----
R129276754EE EE $200:01/1996:01/2013101/2026'. $100.00,, _ $75.12; 0.76%, $175.12
_
R126950061EE; EE � $200;09j1995;03j2013;09j2025; $100.00; $100.00; 0.76% $200.00;
R125556621EE EE i $200:09/1995;03/2013; 09/2025' $100.00; $100.06; 0.76%j $200.00:
- - ------ ' - '-- - - --°
R165096379EEi _ EE $200j10/2000i01/2013i10J2030;_ ---$100.001 __ $47 52;_ 0.81°/-j _ $147.52!
R127225S21EE EE a $200:08j149Si0j2013; 08/2025: $100.0 $100.00; 0.76%1 $200.00;
R109499246EE E . $2006 06/203! 06/2025: $100 0.59° ; $200.80
_
R164989106EE EE $200 04/1945,01/2013 04/2025, _ _$100.00 $lql 36 4.00% $201.36;
EE
R109978779 EE $200,02/1995,01/2013/02/2025 $100.00, $102.72/ 4.00%; $202.72;
R109968176EE EE $200:12-/1994;0112013: 12/2024! _$100.00' $104.00, 4.00% $204.00; _
R109957738EE. EE $200,10/1994 01/2013 10/2024, $100A0� $105 36 4.00% $205.36
_ .-_.__.
R163392743EE EE $Z00 0$j20g0 01/2013 08/2030 $100 00 $47 76 0.81°1-; _ , $147 76!
R163350778EE�__ EE $200 07/2000 01/2013 07/2030_ _ $100.00• $47 84: .,,0.81-/0� __.$147 84:
R160709119EE _ EE $200 --------05/2000 01--------
2013 05/2030v $106.00 $-4-8-.-0-
48.60 0.63% $148 00;
R109947157EE' _ EE _$200109j1994:01J2013:09j2024: $100.0-1 $-106.08; -4-.-0-
.00%0; $206.0$;
R109935767EE EE ?_ $200,07/1994'01/2013', 07/2024' $-1-'O-o.-6o: _$107.44: 4.00%: $207.44;
R109140789EEI __EE _T $200;0511494;O1j2013;O5j202- $1----- $-----
R160658398EETEE
R16012773iEE EE r $200;03/2000'01/2013! 03/2030; $100.00: $-5 1.44; 0.81W _ $151.44;
------- -- '-- 6' -------- $
-
_$20;OSj20g0;Oij-013; 01/2030; $100. 0: 0.811 : 151.60;
R16007201_E_E_ __E_E__ _'_ $_2.00:11_/_1.9.9__9_;01/2.013_; _11/2.029_ ; _ _$_100.00; $_5.1_._84_' _0_._6.30/0' $15.1_.8.4__1
___
R95392323EE;
EE _$200_62/1993/_02/20131 g2j2023;_ $106.00?_ $173.bOi_ 4.00%; _ •$273.601 _ _
R95382656EE; EE $200j12J1992j06J2013; 12/2022� $100.06;
R91505188EE, EE $200110/1992/04(2013/ 10/2022/-_ $100.00; 4:00%;-_„ $279.12;_ _
R158757344EE EE $200 g9/1999;01/2013 09/2024:, ____,$100.00_,•___ $54.72; 0:81°/0 _,,.,, $354.72/_-_.-
Ri55927665-ff EE
_ ! $200;07/1999 01%201307%2029; $100.00, $54.960.81%j $154.96;
R87559980EE EE _ $200:07J1992`O1j2013107/2022; $100.00 _$179.12; _4.00°'0�_ $279.12;_
R85062978EE` EE $20005/1992105/201305/2022; $100.00_ $184. , 4.00% _ -$ 4.72 28 ,_
.11 R85060724EE EE $200;63/1992;03/2013;03/2022; $100.00; $184.721 4.00°fo' $284.72:
R155522959EE EE $2g0.04j1999 01/2013, 04/2029 $100.00: $58.08 0.81% _ . $158.08,
R154680719EE EE $200 02 1999 01/2013 02/2029 $100.00 $58.24 0.81% _ $158.24;
R153189614EE- EE 4 $200;12/1998:01/2013: 12/2028: $58:48: 0.63%• $158.481
R75362612EE' EE $200:01/1992 01/2013; 01/2022' $100.00: _ $184.727 4.00%W 727 _
585 EE; EE $200;11/1991:05/2013: 11/2021; $100.003 $190 407_4.00% $290 40; ___
R75360b21EET EE t $200710/1991 04/2013. 10/2021 $100.00: $190.40:7 4.00% $290.40: _
R151946448EE EE $240(10/1996;04/2013±10/2026; $100.00 $71---- 0.76°l°; $171.28
R151882393EE EE
$209j 01/2013; 081?028_ $100.99j $62.48 0.81-/0,_ $162.48;_
l of 2 10/1012013 5:00 PM
Calculated Value of Your Paper Savings Bond(s) file:///H:/Shared Documents/Estates/OPEN ESTATES/ARMSTRONG...
R -50856410EE EE ;__$200x07/199$ 01/2013 07/202$ __ $]00.00:_- _.,$62:64' _ 0;81%m
I--,---74087753EE EE _ _ $200,07/1991,r01j2011 47/20„21__ _$100,00_____,$190 40� _4.00W ___ $290.40;,___,
R72805473EE: EE $200;05%1991,05/2013, 05/20211 $100.= $196.16; 4.00W _ $296.16
R69247880EEI EE_ $20009/199,0_03/2013 0912020 ._ $100.00; $202.0,8'., 4.00%0;_ , $302.08' ..-_
R150430„496EE!__ EE ____VW05/1998;01/20133�0542028I__ $100.00 -,_-_$6„280__0.63°!0,__ _$162801
R149403026EEI EE ,_( $200'03j1998,01/2013! 013J202$%, $100.00;, $66.64' 0.81°!0 ,._ $166.64;_
R146620238EE EE w_; $200_O1/1998_01/2013/,01/202$',4_ $10D.00,_ __,_$66.88'_
R62384120EE�_ EE__ _$200 12/1989 06/2013'_12/2019__ $1OQ00- __, $214 32w 4:00°/ate__._
R55792549EE; _ EE_ ; $200;02/1989 02/2013- 02/2019,;_,_ $100.00? $22,0.64t_ 4A0°tq; $320.64
R43397990EE!_ EE.j_ $200;,05/1988, 05/2013 OS/2018__ $i00 00 $233.60, 4.00°!0 $333 60 .,,
R146540946EE___EE_w__$200 11/1997
R14509 584E _EE. ; _$200 09/1997 01/2013y09J202T......$100.00-_ $71 60 _ 0.$1% ___
R143477449EE: EE __$200.08/1997. 01/2013,08/2027
M43737474EE EE S,OOO 10/1991 04/2013, 10/2021: __ $500.00 .
M4373748SE_EEE :$1,000 10/1991_04/2013 10/2021!.... $. 500:00___$95200 . 4,00% ,_$1,452.001..__
_M43737484EE: EE 1,000;10 199,1_04/2013 10/2021;____ 500.00 __.,,, $952 00! _4.00/o� $1,452.00_
443737477EE. EE $1,000 10/1991 04/2013; 10/2021 _ $500 00 $9_2.00 4.00W ,$1,452.00
M43737476EE _ EE ,—$1,000 10/1991:04/20131 10/2021~____ $500.00 , $952 00„_ 4,00%x.$1,452.00
M43737475EE; , EE _ $1,000�,10j,1991 0442013: 10(2021; -- - $500M! $952.0T _4,00%; $1,452.00
M43737480EE; EE_r$1,000,10/1991 04/2013:10/20211 _ _ $500;00 _ $952 00, _ 4.00%;__$1,452 00__,_x_
M43737479EE, EE $1,000. 10/1991r04/2013;.1OJ2021 $500.00 $952 O0,'._. 4.00%r-$1,452.00__,__
M43737478EE. EE $1,000; 10/1991,04/2013110/20211 $500.00: $952.00 4.00%;_ $1,452.00, ._
,71? . _ $500.00 -$9-5-2.0(1 4 00°!0 $1,452 00 _ __
M43737482EE' EE $1,000;
M43737481EE: EE, ;_$1,000; 10/1991,04/2013 10/2021,;. $500.00; $952.00,,_ 4_.00°/a' $1,452.00
Totals for 69 Bonds$11,760.001$17,408.24: $29,108.24
Notes
NI :Not Issued
NE
-:-N ot eligible for payment
P5_;Includes 3 month interest penalty
MA Matured and not earnin interest
2 of 2 10/I0/2013 5:00 PM
Calculated Value of Your Paper Savings Bond(s) file:///H:/Shared Documents/Estates/OPF,N ESTA1"ES/ARMSTRONG...
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 12/2012
Total Price Total Value Total Interest YTD Interest
$100.00 $154.96 $54.96 $1.68
Bonds: 1-1 of 1
Serial # Series Denom Issue Next Final Issue Interest Interest Value Note
Date Accrual Maturity Price Rate
R155983105EE; EE $200;07/1997 talsfor�i /2029 $100.00; $54.96] 0.810/0!$154.96;
$lUO.od; $54.96 j$154.96j
Notes
NI ;Not Issued
- -------------- -- ------------
NE Nat eligible far payment
P5 j Includes 3 month interest penalty
MA T Matured and not earning interest
6 1 of t 10/10/2013 5:00 PM
REV-1611 EX-(1U 49)
pennsylvania �����ppp1��� �p�ypp���E�H�� �1��r�rrrr��
DEPARTMENT OF REVENUE FUNERAL B0-ENSESA y
INHERITANCE TAX RETURN /r DIWNIS ATT/C COSTS
RESIDENT DECEDENT fYJ1�R IJ r!W �YG COSTS
FILE NUMBER
ESTATE OF Armstrong, Edward S III 21 - 12 - 1326
Decedent's debts must be reported on Schedule I.
ITEM AMOUNT
NUMBER FUNERAL EXPENSES: DESCRIPTION
A. 1 Myers-Buhrig Funeral Home, Mechanicsburg, Pennsylvania 3,440.52
2 Funeral Flowers 202.73
B. ADMINISTRATIVE COSTS:
1, Personal Representative's Commissions
Name of Personal Representative(s)
Frances A. Pebbles 7,500.00
Street Address 33 E. Factory Street,
City Mechanicsburg State PA Zip 17055
Year(s)Commission Paid 2013
2. Attorneys Fees Coyne & Coyne, P.C. -- LISA MARIE COYNE, Esq. 6,000.00
3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Cumberland County Register of Wills 89.50
5. Accountant's Fees
6. Tax Return Preparer's Fees 500.00
7. Other Administrative Costs
1 Patriot News- Legal Advertisement 137.24
TOTAL(Also enter on line 9, Recapitulation) 25,103.20
Schedule H p
COMMONWEALTH OF PENNSYLVANIA «
INHERITANCE TAX RETURN AdnninisfiaM Costs continued
RESIDENT DECEDENT
ESTATE OF Armstrong, Edward S III � FILE NUMBER
21 - 12- 1326
2 Cumberland Law Journal-Legal Advertisement 75.00
3 Postage 50.00
4 Estate Checks 25.00
5 Inheritance Tax Filing Fee 15.00
6 Reserves 1,000.00
7 Mobile Home Lot Rent(through 5/31/2013) 1,843.75
8 Water Bill 75.00
9 PPL 1,899.82
10 Dumpster Rental 458.61
11 Cleaning Supplies 150.00
12 Mileage for Executrix @$0.55/mile 275.00
13 Telephone Charges for Executrix 50.00
I
14 Allied Waste 683.00
15 York Waste 136.61
16 Michael Langan, Tax Collector 348.42
17 Carey Associates 100.00
18 Pete Murphy—Cleaning and removing Trash from Trailer 48.00
1
Page 2 of Schedule H
pennsylvania SCHEDULE I
IW'
DEPARTMENT NCETA RETURN DEBTS OF DECEDENT, MORTGAGE
INHERITANCE TAX RETURN
RESIDENT DECEDENT LIABILITIES & LIENS
FILE NUMBER
ESTATE OF Armstrong, Edward S I II 21 - 12 - 1326
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 Verizon 64.89
2 US Treasury Reversal 2,405.88
3 Capital One- Credit Card Paid in Full 598.66
4 AT&T 9778
5 Uncleard Checks 400.00
6 Bank of America 458.61
TOTAL(Also enter on Line 10, Recapitulation) 4,025.82
REV4616 EX.(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF Armstrong, Edward S III FILE NUMBER
21 - 12 - 1326
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY DO Not List TNS[CB(6)
I TAXABLE DISTRIBUTIONS[include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 Helen V. Metallo Sister 1/2 residue
21 E. Factory Street
Mechancisburg PA 17055
2 Frances A. Peebles Sister 1/2 residue
33 E. Factory Street
Mechanicsburg PA 17055
3 Damon Duncan nephew Airborn Ring--Note
706 Washington Drive the Ring was not
Pittsburgh PA 15229 found
II
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Humane Society of Harrisburg (Proceeds from Sale of Gun Collection) 2,300.00
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 2,300.00
REGISTER OF WILLS Certificate of Grant of Letters
CUMBERLAND COUNTY, PENNSYLVANIA
No. 21-12-1326 PA No. 21-12-1326
ESTATE OF Edward S. Armstrong. M
a/k/a: Edward"Army" Stewart Armstrong, III AKA Edward
Stewart Armstrong, III
Late Of: Hampden Township, Cumberland County,Deceased
Social Security No. 161-34-1986
WHEREAS, on the 21 st day of December, 2012, the instrument dated
July 27, 2009, was admitted to probate as the Last Will of Edward S. Armstrong, III, late
of Hampden Township, who died on the 6th day of December, 2012, and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, Glenda Famer Strasbaugh, Register of Wills in and for the County of
Cumberland, in the Commonwealth of Pennsylvania, hereby certify that I have this day
granted Letters Testamentary to Frances A. Peebles, who duly qualified as Executrix and
who agreed to administer the estate according to law, all of which frilly appears of record
in my office at Carlisle, Pennsylvania.
IN TESTIMONY WHEREOF,I have hereunto set my hand and affixed the seal of my office
the 21st day of December, 2012.
'j i
-
1
egister o ills
VI
Deputy
"NOTE"* ALL NAMES ABOVE APPEAR (FIRST, JWDDLE, LAST)
LAST WILL AND TESTAMENT
ENT
.�
E::.
OF
CNJ
J J (EDWARD S. ARMSTRONG, III
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LtJ c PEbWARD S. ARMSTRONG, III, of the Township of Hampden, County of Cumberland,
Commonwealth of Pennsylvania, declare this to be my Last Will and revoke any Will or Codicil
previously made by me. .
ITEM 1: Upon my demise, I direct my body be released to Boyd Myers Funeral Home,
Inc., 37 East Main Street, Mechanicsburg, Pennsylvania where I have pre-arranged and pre-paid funeral
and burial services. I further direct that my body be buried in Fort Indiantown Gap National Cemetery,
Annville, Lebanon County, Pennsylvania.
ZITEM 2: I direct that all my funeral expenses be paid as soon as practical after my death.
ITEM 3: I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as apart of
q�q the expense of the administration of my Estate.
c4
3 ITEM 4: 1 give, devise and bequeath my gold "Airborne Ring" to my nephew, DAMON
W DUNCAN c/o Frances A. Peebles of°3 E.Factory Street, Mechanicsburg,PA 17055.
ITEM 5: I direct my firearms, namely handguns, shotguns and rifles be sold as soon as
possible after my demise and the proceeds from the sale of those firearms I bequeath to the HUMAN
SOCIETY OF HARRISBURG, 7790 Grayson Road,Harrisburg, Pennsylvania.
ITEM 6: I give, devise and bequeath, in equal shares, all the rest,residue and remainder of
my estate, wherever situate,together with insurance thereon,in equal shares, to my sisters, FRANCES A.
Page 1 of 6
PEEBLES of 33 E. Factory Street, Mechanicsburg, PA 17055 and HELEN V. METALLO of 21 E.
Factory Street, Mechanicsburg, PA 17055, or their survivor.
ITEM 7: Should my sister, FRANCES A. PEEBLES and my sister, HELEN V.
METALLO, predecease me or fail to survive my death by thirty(30) days, I give, devise and bequeath, all
the rest, residue and remainder of my estate, wherever situate, together with insurance thereon, to the
SALVATION ARMY,P. O. Box 2771, Harrisburg, Pennsylvania.
ITEM 8: My Executrix or her successor shall have the following powers in addition to
.those given by law to be exercised by her in her absolute discretion, which powers shall be applicable to
all property held by her, effective without the order of any court and until the actual distribution of all
such property:
a. To retain any investments at discretion including stock of any corporate fiduciary
hereunder or of a holding company controlling it;
b. To invest and reinvest in the executrix's discretion as permitted under Act 28 of 1999, as
v
amended, the "Prudent Investor Act," with the specific right to invest in stocks, bonds and real estate,
including non-income producing residential real estate for the occupancy of any present income
beneficiary or beneficiaries, and in such diversified, proprietary money market and mutual funds,
including such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated
Qcorporation or a holding company coriS-oiling it, as my executrix deems appropriate;
W
C. To sell,to grant options for the sale of, or otherwise convert any real or personal property
or interest therein, at public or private sale, for such prices, at such time, in such manner and upon such
terns as they may think proper, and to execute and deliver good and sufficient conveyances, assignments
and transfers thereof without liability of any purchaser to see to the application of the purchase money;
Page 2 of 6
d. To borrow money, and to secure the repayment thereof by mortgage of real or personal
property, pledge of investments or otherwise, without liability on the part of the lenders to see to the
application thereof,
e. To compromise claims by or against my estate or any trust created hereunder;
f To allocate and distribute different kinds or disproportionate shares of property or
undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each;
g. To register investments in the name of a nominee or to hold the same unregistered in such
form that they will pass by delivery;
h. To join in any recapitalization, merger, reorganization or voting trust plan affecting
investments; to deposit securities under agreement; to subscribe for stock and bond ;privileges; and
generally to exercise all rights of security holders;
i. To manage, operate, repair, alter or improve real estate or other property, and to lease real
N estate and other property upon such terms and for such period as my executrix deems advisable even for
.1 more than five(S)years and beyond the duration of any trust;
'
04
�
j. To deduct administration expenses upon either the federal estate tax return or fiduciary
income tax return with or without adjustment as between principal and income, as my corporate or
rr
disinterested executrix shall determine;
d
L To associate with then:in the absence of a corporate fiduciary,an accountant,custodian
and investment advisor, and other agents and to compensate them from principal or income or both, as my
executrix shall determine,such compensation to be a reduction of the compensation of my executrix;
1. To associate with her at any time, in her absolute discretion and of her choice, a corporate
fiduciary which, shall have the same powers as my executrix, such designation by my executrix and
acceptance by a corporate fiduciary to be in writing;
Page 3 of 6 {
Ilf
f
M. To combine, without prior court approval, any trust herein with any other trust with
substantially similar provisions, although such other trust may have been created by separate instruments
and by different persons, and, if necessary to protect different future interests, to value the assets at the
time of such combination and to record the proportionate interest of each separate trust in the combined
fiord; provided however, that no such combination shall,.be permitted if the effect of such combination
would be (1) to violate the applicable rule against perpetuities; (2) to disqualify any interest in one or
more of such trusts for a deduction for federal estate tax purposes which would otherwise be allowable; or
(3) to cause the loss of the exempt status of one or more of such trusts from the imposition of the
generation-skipping tax;
n. To exercise any stock options which they may receive; to borrow such funds from any
source as my executrix may deem necessary for the exercise of such options; and to pledge assets as my
executrix deems appropriate for this purpose;
o. No trustee shall be required to qualify before, be appointed by, or, in the absence of a
breach of trust, account to any court (and failure to account alone shall not be considered such a breach);
z
nor shall trustee be required to obtain the order or approval of any court in the exercise of any power or
decision granted hereunder;
vi P. To allocate any generation-skipping transfer tax exemption from the federal generation-
skipping transfer tax to any property to which I am deemed the transferor under the provisions of Section
�Z 2652(a)of the Internal Revenue Code of 1986 and its successors, including any property transferred under
my will and any property not in my probate estate and any property transferred by me during life as to
which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios
applicable to such transfers to be zero;
q. To disclaim any interest in property without court approval; and
Page 4 of 6
r. To do all other acts and things necessary or appropriate in the management,
administration and distribution of my estate or trust.
ITEM 9: Until distributed, no gift or beneficial interest shall be subject to anticipation or
voluntary or involuntary alienation.
ITEM 10: In the event any legatee or devisee named in this will dies under such
circumstances that there is not sufficient evidence to determine absolutely whether such legatee or devisee
survived me, I direct such legatee or devisee shall be presumed to have predeceased me and devise and
bequeath the gift in favor of that legatee or devisee to such persons and in such manner and in such
proportions as set forth in this will for distribution if the legatee or devisee predeceased me.
ITEM 11: I appoint my sister, FRANCES A. PEEBLES, as Executrix of this my Last Will.
In the event my sister, Francis A. Peebles predeceases me, fails to qualify or ceases to act as Executrix, I
appoint my sister,HELEN V. METALLO alternate Executrix of this my Last Will.
ITEM 12: I direct that my personal representative or his successor shall not be required to
give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament,this Z day of wl4 2009.
EDWARD S.ARMSTRONG, III
Signed, sealed, published and declared by the above-named Testator as and for his Last Will and
Testament in our presence, who, at his request, in his presence and in the presence of each other, have
hereunto subscribed our names as attesting witnesses.
�- residing at
residing at/�(y;J
Page 5 of 6
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND ss:
)
We, EDWARD S. ARMSTRONG, III, _Ane, and
't IR1312 rt _C h -,, the Testator and the witnesses respectively, whose names are signed
to the attached or foregoing instrument, being first duly swom, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument as his Last Will and that he had signed
willingly, and that he executed it as his free and voluntary act for the purpose therein expressed, and that
each of the witnesses, in the presence and hearing of the Testator, signed the will as witness and that to
the best of his or her knowledge, the Testator was at the time eighteen (18) years of older, of sound mind
and under no constraint or undue influence.
EDWARD S. ARMSTRONG, III
Witness
t s Subscribed, sworn and aclmowledged before by
EDWARD S. ARMSTRONG, III, the Testator, and subscribed and swom to before me by
and — L.-IPA d !j VE-, the witnesses, this
day of , 2009. �
r
Notary Pnblic ( EAL)
COMM NWEALTN Of/ENNSYL1t NIA�"!f,
i NOTARIAL SEAL }
Page 6 of 6 N.eeiy F.Coyne, Notary Fmrc
g Nenipd Tovimenip,Cumberlentl Co'�nty
,My Co Vission,ExDiresJune J 7,.2013'
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A I� P
COYNE & COYNE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
Henry F. Coyne 3901 Market Street 717-737-0464
Lisa Marie Coyne Camp Hill,Pennsylvania Fax: 717-737-5161
Bradley C.Baird 17011-4227 www.coyneandcoyne.com
October 10,2013
� m
rn Register of Wills c o G'> o
Cumberland County Courthouse , `_ Cn n
One Courthouse Square m % r rn n
Carlisle, PA 17013 I'' o
n o r
Re: Estate of Edward S.Arms1 ong,Ilf' r- o
No. 21-12-1326 + _ co -r!
Dear Sir or Madam: I
Enclosed please find an original and two copies of the Inheritance Tax Return for this Estate.
Kindly docket the original Return and return to me a"clocked-in"copy with the enclosed envelope.
Also enclosed is check no. 1057 in the amount of$15.00 which represents the filing fee for the
Return. Please issue a receipt for payment of this filing fee.
Thank you for your assistance. If you have any questions, please contact me.
Very truly yours,
COYNE&COYNE, P.C.
4tie Coyne
LMC/cmc
Encl.
Cc: Frances Peebles, Ext., w/encl.
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