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Home My WebLink About11-18-13 � 1505610143 REV-15�Q0 Ey�o, ,o, � OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes �EPARTMENTOFREVENUE Po eox.2soso� INHERITANCE TAX RETURN 21 13 0540 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW � Social Security Number Date of Death Date of Birth 201 18 8911 04 27 2013 11 10 1926 DecedenYs Last Name Suffix DecedenYs First Name MI WERTZ RICHARD H (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 ;� 2. Supplemental Retum �I 3. Remainder Retum(Date of Death Prior to 12-13-82) �i 4. Limited Estate �! 4a Future Interest Compromise � 5. Federal Estate Tax Retum Required L� �% �(date of death after 12-12-82) � g Decedent Died Testate � � (qt a ch Co a�of Tn sd a Living Trust 1 8. Total Number of Safe Deposit Boxes u (Attach Copy of Will) PY � ui 9. Litigation Proceeds Received �_� �� between1231 yCrae dic(Da95�f Death � ��,Election to tax under Sec.9113(A) T (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETEO.ALL CORRESPONDENCE bND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number LINDA J OI�SEN ESQ 717 540 43�2 c� �-:: � REG?�f�OF WIL,�US�1� � -t� <.r.-� tt't � � � '� � First line of address :a'� �' f--{ i .`�7 �� -�� ,,� �,z• f�l G� ��:t ',°.3 J 2000 LINGLESTOWN ROAD ,�_ U? � � ,��, Second line of address �� `� � ~� �Y �'s �;.'i _..� �3 .^.,� �-� �W= � SUITE 202 „ �:�-� � r- r;� �ATE FILED � City or Post Office State ZIP Code ,�i t� -,7 HARRISBURG PA 17110 Correspondent's e-mail address: lolsen�hazenelderlaw.com Under penalties of perjury,I declare that I have examined this retum,includ+ng ac:companying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other?han;he persona!representative is based on all information of which preparer has any knowledge. SIGNATUR OF PERSON RESPONSI LE FO FILING RETURN Yw� �� DATE � victor E.Wertz l�i'tti'- � 2��.3 ADDRESS 7594 Lakeside Ave., Harrisburq, PA 17112 SIGNAT E OF PREP ER OT R THAN REPRESENTATIVE DATE �� Linda J. Olsen Esq. //- �- 3 AD S 2000 Linglestown Road, Ste 202, Harrisburg, PA 17110 � Side 1 � ,l 1505610143 1505610143 � 1505610243 REV-1500 EX DecedenYs Social Security Number Decedent's Name: Wer�Z� RIChaFd H. 2 O 1 18 8 911 RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 7 5 , 0 0 0 . 0 0 2. Stocks and Bonds(Schedule B)............................................................................. 2. 1 , 699 . 55 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits 8�Miscellaneous Personal Property(Schedule E)............... 5. 16, 145 . 55 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous�n;Probate Property (Schedule G) U Separate Billing Requested............ 7. 14 , 42 8 . 0 6 8. Total Gross Assets(total Lines 1 through 7)........................................................ g. 107 ,273 . 16 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 2 0 , 5 0 6. 10 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 2 69. 55 11. Total Deductions(total Lines 9 and 10)................................................................ ��. 2 O � 7 7$ . 6 rJ 12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2. H G, 4 97 . S 1 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. H E,4 97 . 51 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 0 . 0 0 (a)(1.2)X.00 15. 16. Amount of Line 14 taxable $6,4 97 . 51 16. 3, 8 92 . 3 9 at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X.12 � . 0 0 17. 0 . �� 18. Amount of Line 14 taxable at collateral rate X.15 � . 0� 18. � . �� 19. TAX DUE................................................................................................................ 19. 3� 8 92 . 3 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �X Side 2 � 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-13-0540 Decedent's Complete Address: DECEDENT'S NAME Weriz, Richard H. _ STREET ADDRESS 870 Valley Street __ __ _ CITY STATE ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 3,892.39 2. Credits/Payments A. Prior Payments 4,616.78 B. Discount 194.62 Total Credits(A +B) (2) 4,811.40 3. Interest �3� 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 919.01 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) Make Check Pa able to: REGISTER OF WILLS, AGENT. � �. � �, �., � , , � � PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred:............................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ 0 c. retain a reversionary interest;or................................................................. ............................................. . x d. receive the promise for life of either payments,benefits or care?............................................................ ❑ 0 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receivingadequate consideration?.................................................................................................................... ❑ ❑X 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ � 4. Did decedent own an individual retirement account,annuity,or other non-probate property which ❑ r� contains a beneficiary designation?.................................................................................................................. u 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 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)j. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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 pennsyivania REAL ESTATE DEPARTMENT OFREVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Wertz, Richard H. 21-13-0540 All real property owned solely or as a tenant in common must be reported at fair marlcet value.Fair market value is defined as the price at which property would be exchanged belween a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold Include a copy of the deed showing decedenYs interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate 870 Valley St. Enola- -sale price,see attached HUD-1 Settlement Statement 75,000.00 TOTAL(Also enter on Line 1, Recapitulation) 75,000.00 (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 EX+(6-98) SCFlEDlJLE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Wertz, Richard H. 21-13-0540 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 Savings Bonds, 13 Series E and EE Bonds-see attached 1,699.55 inventory TOTAL(Also enter on Line 2, Recapitulation) 1,699.55 (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) SCFiEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Wertz, Richard H. 21-13-0540 Include the proceeds of litigation and the date the proceeds were received by the eslate. All property jointlyowned with the right oT survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Property tax rebate 500.00 2 PNC Bank Acct#5006317685 1,724.01 3 Auto-1992 Chevy Caprice -sold via Harrisburg Auto Auction 450.00 4 Cemetery lot-sale price 150.00 5 Personalty-sold via Brickers Auction- -sale log attached 12,239.50 6 Adjustment for City taxes-see attached HUD-1 Line 406 114.85 7 Adjustment for School taxes-see attached HUD-1 Line 407 946.19 8 Adjustment for sewer/trash-see attached HUD-1 Line 408 21.00 TOTAL(Also enter on Line 5, Recapitulation) 16,145.55 (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-1510 EX+�08-09) SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND DEPARTMENT OFREVENUE INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Wertz, Richard H. 21-13-0540 This schedule must be completed and filed if the answer to any of questions t through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH �OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFERSATTACFi A COPYEOF T��E DEED�OR REAL ESTATE. VALUE OF ASSET INTEREST (�F APPLICABLE) VALUE 1 Merrill Lynch Act.#872-10734- TOD to decedenYs 3 14,428.06 100.000°/a 14,428.06 sons TOTAL(Also enter on Line 7, Recapitulation) 14,428.06 (If more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09) REV-1511 EX+(�0-09) g�HEDULE H pennsylvania DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Wertz, Richard H. 21-13-0540 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: See continuation schedule(s) attached 7,112.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2. Attornev's Fees Hazen Elder Law 3,500.00 3, Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zi� Relationshio of Claimant to Decedent 4. Probate Fees Register of Wills 308.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 9,585.60 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 20,506.10 Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Wertz, Richard H. 21-13-0540 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex eq nses 1 Gingrich Memorials(headstone engraving) 160.00 2 Richardson Funeral Home 6,952.00 H-A 7,112.00 Other Administrative Costs 3 Brickers Auction-expenses on sale of personalty 2,530.00 4 Closing costs on sale of real property--see attached HUD-1 Settlement Statement 5,455.00 5 East Pennsboro School tax 8/13 7,203.34 6 Harrisburg Auto Auction-fee to sell auto 75.00 7 PA American Water -expense of maintaining real property listed for sale.(May-Sept.2013) 116.40 8 PPL Electric -utility is being maintained while real property listed for sale(May-Sept.2013) 722.86 9 Vital Records-expedited service fee to obtain death certificates for Inez Wertz,decedent's 83.00 spouse-needed to liquidate savings bonds and auto. H-B7 9,585.60 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX+(�p-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENTOFREVENUE MORTGAGE LIABILITIES AND LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Wertz, Richard H. 21-13-0540 Report debts incuned 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 East Pennsboro Township(sewer) 138.00 2 Omnicare Pharmacy-medical 77.15 3 PA American Water-utility 21.72 4 Pinnacle Health-medical 11.80 5 PPL Electric-utility 20.88 TOTAL(Also enter on Line 10, Recapitulation) 269.55 (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 I(Rev. 12-08) REV-7573 EX+�(01-10) pennsylvania SCH�DULE J DEPARTMENT OFREVENUE INHERITANCE TAX RETURN BENEFICIARI ES RESIDENT DECEDENT ESTATE OF FILE NUMBER Wertz, Richard H. 21-13-0540 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(Sl RECEIVING PROPERTY (Words) ($$$) Do Not List Trustee s I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 Richard R Wertz Son One-third 428 Sunglow Court residue Orlando, FL 32803 Thomas P Wertz Son One-third 127 Mountain View Road residue Enola, PA 17025 Victor E Wertz Son One-third 7594 Lakeside Avenue residue Harrisburg, PA 17112 Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10) � 48500041046 REV-485 EX(OS-04) SAFE DEPOSIT � BOX INVENTORY PA Department of Revenue PLEASE USE ORIGINAL FORM ONLY SoGal Security or Death Certificate Number Date of Death County Code Year File Number ._...._ ___ _ . _ .... _.. _ _ . ___ _. __. . _ _. _ ___ _. 201-18-8911 04/27/2013 21 13 ! 0540 ' ; DecedenYs Last Name _ _ _ __. _ _ _ _ __ __ __ _ _ Suffix First Name MI _ _ _ _ _ _ _ _ Wertz ; Richard H ` _ ± :_ -: ADDRESS OF DECEDENT STREET: CITY� STATE: ZIP CODE: ' 870 Valle Street Enola PA 17025 NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX NAME: Victor E. Wertz ---------- -- -- -- -- ; _--- __ _ . ---- __ __ . .... _ __--_---- ' STREETADDRESS: CITY: STATE: ZIPCODE: 7594 Lakeside Avenue Harrisbur PA 17112 � NAME,ADDRESS AND RELATIONSHIP(IF ANY)TO DECEDENT OF PERSON(S)PRESENT AT THE BOX OPENING a. NAME: REtATIONSHIP: Victor E. Wertz son/Executor ' ; _.._.__._..__ _-------------------- __-- -------- ------- ------------ i STREETADDRESS: CITY: STATE: ZIP CODE: � 7594 Lakeside Avenue Harrisburg PA 17112 -------- _ _-------- -- , __._..._.--- -----. b. NAME: _ ------ ------__------- - RELATIONSHIP: ------ -------_ __- --- ------ ----- '; ------ -_.._ _ STREETADDRESS: CITY: STATE: ZIP CODE. —___ __----__------------------ ------------- ' ' ---------------- ---__------ c. NAME: RELATIONSHIP: ------ ------------ ' ------------- -- --------------------------------- STREETADDRESS: CITY: STATE: ZIP CODE: NAME AND ADORESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED NAME: PNC Bank ---_....--- ---_____.-----.._ --------- _. ___ __------------------..------- --- -_._..._ STREETADDRESS. CITY: STATE: ZIPCODE. 235 North Enola Road Enola PA 17025 . NAME OF P�CSQN MA�G La1tSG El�� DATE A D TI E OF LAST ENTRY U �D I.� 't 1 I�i �.3 : DATE OF CO T T TO RENT BOX • NUMBER OF BOX 1 TITL UNDER WHI H Bp X IS REQUESTED t o 4 I�t 93 ! 9 3 ��c�,�d N �er1� Zt�ez M. � NAME AND ADDRESS OF PERSON(S)HAVING ACCESS TO BOX a. NAME: b. NAME: Richard H. Wertz STREET ADpRESS: STREET ADDRESS: 870 Valley Street ------ ----------------- --------- ------------_------------------------ ----- C�TY� STATE: ZIP CODE: CITY: STATE: ZIP COOE: Enola PA 17025 NAME AND TITLE OF EMPLOYEE TAKING TNE INVENTORY � m WAS A WILL IN THE BOXT ❑ YES Q NO If yes, a. Date of wlll: b. Name and address ot personal representative,If named in the will -`- NAME: Victor E. Wertz ---- .__ . _---------- ----- ---._.—._ --- ----- _-�----- STREETADORESS: CITY: STATE: ZIP CODE: �' 7594 Lakeside Avenue Harrisbur _ PA 17112 -- - --__ 9 ---- -- _ ___ __ _ ___....._. . _--- ---..__ ; c. Name and address of attomey,it any NAME: Linda J. Olsen �� --- ----------------------- --- ---____...._...---- STREETADDRESS: CITY: STATE: ZIP CODE: 2000 Linglestown Road, Suite 202 Harrisbur PA 17110 ' ... _... . _.. . ...... .. _. _ _.... ... ..._ _ _... L 48500041046 4850�041046 J REV-485EX SAFE DEPOSIT BOX lNVENTORY Page of ._._ INSTRUCTIONS -- (1) Cash:Report total only. (2) Stocks:List in detail every common or preferred certificate,warrant or other rights found in box:Stocks are to be designated by name of company,certificate number,date of certificate,name in which stock is registered,and number of shares and class of stock. (3) Obligations of U.S.Government: Number of items,date of issue,face value,names in which registered and type of ownership, i.e.,jointiy held,payable on death,etc. (4) Bonds:Designate by name,amount,serial number,or other designatio�.(Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor,number of book,last date appearing in book,name of bank and branch,and balance. (6) Jeweiry,Coins,Stamps,Manuscripts,etc: List and describe as fully as possible. (7) Deeds,Mortgages,Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) Ail other contents. (9) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT.280601 HARRISBURG,PA 17128-0601 ITEM NO. ITEM DESCRIPTION -- —._.—. _.._ _-- -_-- --- _ _ ----- --- -- _. . _ __-- ---- ----- �—---- ------ ----- --— -�'-- �ox c,�s_ e;MP-�\/-- _ .-- � _ ___ -- -- - - -_ --- — - 1 CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF CORRECT ANO COMPLETE TO THE BEST OF MY KNOWLEDGE ANO BELIEF. SAFE DEPOSIT BOX INVENTORY: SIGNATURE �, /� � ; I SIGNATURE �,� w PRINTNAME� �---- -------�- ----- � -------__....-- ------- --�---- --------------- � PRINT NAME AND CHECK APPROPRIATE BOX BELOW: -�G�'�----�(.�e��--- ----�----- r�� ---- -- PRINTTITL — -- .__--- ----------------- -----._.. DATE� � CHECK APPROPRIATE BOX: � �(�Q�'�-��/ (� �3 (3 �Execuror(trix) �Adminisuator(tri�c) �Estale Representative �Jdnt owner of safe deposR box NOTE:Attach additional 8'/:"x 11"sheet(s)if neccssary or use duplicates of this page of form. The Department is aulhorized by IaHr,42 U.S.C.§405(c)(2)(C)(),to require�sdosure o�Soaal Security numbers in connection with administering state tax laws.The Department uses the Social Security number to iden�fy}he decedent and personal represenfaGves of the estate.The Commonwealfh may a�so use ihe information in exchange of tax infortnaBon agreements with Federal and bcal faw authaities.The state�aw prohibds the Commonwealth's personnel from discJosing confidential tax information except for official purposes. REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA .� Rt No. 2013- 00540 PA No. 2�- 13- 0540 Es ta te Of: RICHARD H WERTZ /Fi�st,Midd/e,Last) La te Of: EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No: 201-18-891 1 WHEREAS, on the 9th day of May 2013 an instrument dated May 4th 1977 was admitted to probate as the last will of RICHARD H WERTZ (First,Middle,Lastl late of EAST PENNSBORO TOWNSH/P, CUMBERLAND County, who died on the 27th day of April 2013 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the CommonweaZ th of Pennsylvania, hereby certi fy tha t I have thi s day gran ted Let ters TESTAMENTARY to: VICTOR E WERTZ who has duly qualified as EXECUTOR(R/XJ and has. agreed to administer the estate according to law, all of which fully appears of reCord in my offi ce a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 9th day of May 2013. /' �� , Register of Wills � � �� Depu � **NOTE** ALL NAMFS ABOVE APPEAR (FIRST, MIDDLE, LAST) �j 1 , , II � �.,:� � ri li c Q m �, iI � � � ^ C•� �, ' C7 —,. � � Rl T r � t"� i-�.'t � r � � OJ �;; 7 � 4 i _ C� �: C Ve p � C � � _'s I O — � _� I . �.? C »--- t� � �C: CJ �'• f:'1 � . +�j ^• ~ � � I T � � j�:�T ��ILI� :�ND TyST�i�i�NT OF riiC�;kU a. k'EkTZ. LI� II I, kichard H. ±7ertz� of �ast Pennsboro Township, Cumberland Count , I; iiPennsylvania� hereby decl�re this to be my last Nill rind revoke all krills which� iiI hs.ce previously made. � �i 1. I direct my Executor to pay the expenses of my funeral and las � Iillness 8s soon as convenient after my death. il 2• �+11 of tne rest, residue and remainder of m,y estate I give� de� Ii viae �ind bec�ueath to � wiYe, Inez Fi, kertzi absolutely. I � 3. If my wife, Inez ;�. 4�ertz, should predecease me, or should we � I � I� both die in a common sccident, then I order �nd direct my Executor uereinafter �Inamed to sell ell the rest, residne and remainder of my real and personal prop- ert9 at either public or private sale and convert the same into cash; the net I i proceeds derived tnerefrom to be divided iato three equal ps.rts or sheres:- tA). One part or share thereoi I give anit beyueath to my son� �' Vicior E. Wertz. j (B). One part or share thereof I give and be4uesth to stiy son, � Richard R. Wertz. I (C). Bnd the remaini:ig pert or share tuereof� I give snd be- ) 4ueath to CCPB, i�ew Cumberlsnd, Pa., sad ite successora, in trust I j nevertueless� to iavest and keep tue same invested anu to pay over I � the net income derived therefrom to the person or persona inche.rge �� of a� son, T�omas P. Wertz, in monthly payment�; said income to be � used exclusively for the support� maiatenance �nd educatioa of my ! Isaid son; and if in the opinion o; CCNB said iacome is insufficient to adequately pay for the support, maintensace end education of �+ j said son, the said CCAB is hereby authorized End directea to p�y to I� said person or persone in cnarge of �y said son, as much of the pri I' cipsl se it dee�s necessfiry for the proper eupport� mr�intenrsncd and � education of my said son without obtaining an order of Court there- �� fore. 6ad when m3 son reachee his ma.,jority� i fiirect my ssid Truste ) to pay over to him tbe corpus or principal. i 4. I s.ppoint aLq wife, Inez �i. h'ertz� Fxecutrix of this kiil. Should� he, for any reason, fail to qvalify or cease to act as such, I appoiat a,y son, � jYictor E. k ertz, Eaecutor of this 6ti11. I _ i i IN h'ITh'ESS �F��EOF, I have hereunto set my hand and seal thie �=%j � day of May, 1977. `+ vl �,��,�:-^ _ ��%� �,_-�S�r".[►L). � -� '.� � SIGti�D, SF.�:Z,�D, 1'GBLI Si�D 1„'�TD ��CLi,kEi; by the aDOVe namec��iiichard i � I 11 , !i li i , I� I I� I I� I i� i �� I '' I iI � i� � I � H. V7ertz� as and for hia last k'ill and Testanent, in the presence of us� who, a� �j I' nis rec�uest� in his presence �ad in the presence of e�ch other oave hereunto I i� subacribed our names as witnesses, i �i ;; �i I � ._,-1 �_ �� -- I i, ..:a., ;`�_�: `.� I ;' , I -- � I� I li i ;� 1 i �I � •'� '�r�..��:- I ii --i I I � �� I , �� ; '' i ;i I �� I I� I �� ' � � , � I; ' II� II �; , ' ; �� ! � �� 'i ► I�� i ;, i' � � ;� I �; � � �. �i, ;� I? , OMB N0.2502-0265 � A. B. TYPE OF LOAN: U.S.DEPARTMENT OF HOUSING&URBAN DEVELOPMENT 1.OFHA 2.QFmHA 3.�CONV.UNINS. 4.�VA 5.�CONV.INS. > > 6. FILE NUt�ABER• 7. LOAN NUMBER: SETTLEMENT STATEMENT 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to gi�you a sYatement of adual settlement costs. Ameunts paid to and by the settlement agent are shown. Items marked'(POCJ"were paid outside the dosing;they are shown here for informational purposes and are not induded in the totals. D. NAMEAND ADDRESS OF BUYER: E. NAMEAND ADDRESS OF SELLER: F. NAMEAND ADDRESS OF LENDER: RICHARD L.NOGGLE RICHARD H.WERTZ ESTATE SUSAN E,NOGGLE 870 VALLEY STREET 209Abolition Street ENOLA,PA 17025 Enola,PA 17025 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 870 VALLEY STREET ROBERT G.RADEBACH,ESQURE ENOLA,PA 17025 September 16,2013 CUMBERLAND County,Pennsylvania PLACE OF SETTLEMENT 912 NORTH RIVER ROAD HALIFAX,PA17032 J.SUMMARY OF BUYER'S TRANSACTION K.SUMMARY OF SELLER'S TRANSACTI ON 101. Contrad Sales Prioe 75,000.00 401. Contrad Sales Price 75,000.00 102. Personal Pro e 402. Personal Pro e 103. Settiement Char es to Bu er Line 1400 1,689.50 403. 104. 404. 105. 405. F Pi i Ir 106. C' /Town Taxes 09/17/13 to 01/01/14 114.85 406. C' /Town Taxes 09/17/13 to 01/01/14 114.85 107. School Taxes 09/17/13 to 07/01/14 946.19 407. School Taxes 09/17/13 to 07/01/14 946.19 108. Sewer Trash 09/17/13 to 10/01/13 21.00 408. Sewer Trash 09/17/13 to 10/01/13 21.00 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BUYER 77,771.54 420. GROSS AMOUNT DUE TO SELLER 76,082.04 200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500.REDUCTIONS IN AMOUNT DUE TO SELLER: 201. De sit or earnest mone 2,000.00 501. Excess De sit See Instrudions 202. Prina al Amount of New Loan s 502. Settlement Char es to Seller Line 1400 5,455.00 203. E�astin ban s taken sub'ect to 503. Ebstin ban s taken sub'ed to 2�• 504. Payoff of first Mortgage 205. 505. Pa ff of second Mort a e 206. 5p6. 207• 507. De sit disb.as rooeeds 208. 508. 209. 509. Ad'ustments For Items Un aid B eNer Ad"ustments or ltems n a eNer 210. C' /Town Taxes to 510. C' /Town Taxes to 211. School Taxes to 511. School Taxes to 212. Sewer Trash to 512. Sewer Trash to 2�3• 513. 214. 514. 215. 515. 216. 516. 217. 517. 2�$• 518. 219. 519. 220. TOTAL PAID BY/FOR BUYER 2,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 5,455.00 300. CASH AT SETTLEMENT FROMITO BUYER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. GrossAmount Due From Bu er Line 120 77,771.54 601. GrossAmount Due To Seller Line 420 76,082.04 302. LessAmount Paid B /For Buyer(Line 220) ( 2,000.00 602. Less Redudions Due Seller(Line 520) ( 5,455.00 303. CASH( X FROM ( TO)BUYER 75,771.54 603. CASH( X TO)( FROM)SELLER 70,627.04 HUD-1(386)RESP14,H84305.2 Pa 2 L.SETTLEMENT CHARGES 700.TOTAL COMMISSION Based on Price 7 �% Q P141D FROM Fl�JD FROM Division of Commission line 700 as Folbws: auveRS SELLERS 7t�1.$ 4,5 0.00 to ERA-NRT,INC FUNDSAT FUNDSAT 7OZ.$ t0 SEfTLE�v£NT SETTLEMENT 703.Commission Paid at Settlement 4,500.00 704. SETTLEMENT SERVICES FEE to ERA-NRT,INC. 195.00 8 .ITEM YABL IN ONNE WITH L AN 801.Loan Or' ination Fee % to 802.Loan Discount % to 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee to 806. Mort a e Ins. .Fee to 807. Assumption Fee to 808. 809. 810. 811. MS RE IRED Y ENDER T BE PAID IN ADVANCE 901.Interest From to @ $ /day ( days %) 902. Mort a e Insurance Premium for months to 903.Hazard Insurance Premium for ears to 904. 905. . E ERVES DE ITED WITH NDER 1001.Hazard Insurance $ er 1002.Mort a e Insurance $ � 1003. C' /Town Taxes $ er 1004. School Taxes $ er 1005. Sewer Trash @ $ per 1006. $ er 1007. @ $ per 1008. $ er 11 .TITLE HAR E 1101. Settlement or Cbsin Fee to ROBERT G.RADEBACH,ESQURE 100.00 1102. Abstrad or Title Search to 1103. Titie E�mination to 1104. Title Insurance Binder to FIRST AMERICAN TITLE INSURANCE COMPANY 762.50 1105. Document Pre aration to 1106. Nota Fees to ROBERT G.RADEBACH,ESQURE 10.00 1107. TAX CERTIFICATE to EAST PENNSBORO TREASURERROBERT G.RADEBACH,ESQI. 10.00 indudes abo�item numbers: 1108. Title Insurance to indudes abo�e item numbers: 1109.Lender's Coverage $ 1110.Owner's Coverage $ 1111. 1112. 1113. R MEN D T HAR E 1207.Reoording Fees: Deed $ 67.00;Mortgage $ Releases $ 67.00 1202.C' /Coun Ta�JStam s: Deed 750.00,Mort a e 750.00 1203.State Tax/Stam s: Deed 750.00;nnort a e 750.00 1204. 1205. DITI EMENIT HAR E 1301. Surve to 1302. Pest In ection to 1303. ;-.�-� 1304. f �� 1305. j �' 1400.TOTAL SETTLEMENT CHARGES Enter on Lines 103,Section J and 502,Section K ' �' 1,689.50 5,455.00 By signing page 1 of this statement,the signatories adviowledge receipt of a oompleted copy of pa 2 Afthis two pag"e statement. �' % ,, , , -r _,< ' u� ,:, ROBERT . ADEBACH,ESQURE Settlement Agent (/2013E055 NOGGLE 8316/6) ACKNOWLEDGMENT OF FtECEIPT OF SETTLEMENT STATEMENT � Buyer: RICHARD L. NOGGLE and SUSAN E, NOGGLE Seller: RICHARD H. WERTZ ESTATE Settlement Agent: ROBERT G. RADE3ACH, ESQURE Place of Settlement: 912 NORTH RIVER ROAD HALIFAX, PA 17032 Settlement Date: September 16, 2013 Property Location: 870 VALLEY STREET ENOLA, PA 17025 CUMBERLAND County, Penr�sylvania I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement. RICHARD H. WERTZ ESTATE RICHARD . NOGGL � / �^ , g BY: (/ T G. (�J � /�� President SUSAN E, NOGGLE � ATTEST: Secretary :-- � --�. To the best af my knowledge, the HUD-1 Settlement Statement which ! haVe prepared isa true and accurate accourrt of the funds which were received and have been or will be disbursed by�t�ie�r� rsj rigd as part of the settlement of this transaction. - � ' ��yi L>,�('�v,� °.�� ,� BERT G. RADEBACH, ESQURE Settlement Agent WARNING: It is a crime to knowingly make false statements to the United States on this or any similar f�orm. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. HUD-1(386)RESP14,H84305.2 Calculated Value of Your Paper Savings Bond(s) Page 1 of 1 Caiculated Value of You�r Paper Savi�gs Bond(s) Calculator Results for Redemption Date 04/2013 Tota) Price Totai Value Total Interest YTD Interest 281.25 1 699.55 1 418.30 0.00 Bonds: 1-13 of 13 Issue Next Fina) Issue Interest Serial # Series Denom Date Accrual Maturity Price Interest Rate Value Note C72066624EE; EE $100;11/1984 05/2013' 11/2014 $50.00 $163.08; 4.00%� $213.08 Q6379181410E' E_ ; _ �25'�12/1979 _ 12/2009 $18J5= _ $91.87� --$110_62r MA Q6385078620E;., _E , �25,01%1980 v O1/2010; _$18.75; $91.87r_ �.__$110.62Y_MA _L162080576EE_ EE_ ;_ �50r11/1984;05/2013; l i/2014 . $25.00 $81_54. _4.00%E __$106_54T__ _ Q6054361837E,_ E $25,01/1976 01%2006 $18.75T $116.01 __� _$134_76m_MA ____ Q6066688013E; E $25,02/1976 02/2006 $18.75 �116.01� _ _ � a $134J6�_MA Q6379181359E E $25;12/1979 12/2009� $18.75 $91.87, , $110.62; MA � Q6034292719E E $25 11/1975 1_i/2p05 $18 75 $115J1' , �134 46 _MA I Q6049301323E E __� �25;11/1975` _ � 11/2005 $18 75 _ $115.71i _ ° _$134_46__MA_ Q6054361801E E_ _ �25:01/1976 �_01/2006 _$18 75 $116.01 _ _ ; �134 76�_MA_� 46028456379E E $25r08/1978 08/2008_ _$18 75, $88.22 _ ;_ $106 97 _MA_ Q6034292687E E ' $25'10/1975 _ 10/2005 . $18 75 _ $114.40_ ' $133 15T MA ;._ _ _ _ - - Q6049301368E; E ' $25;12/1975 12%2005. $18.75, $116.00 ; $184J5: MA Totals for 13 Bonds� Z81.25� 1 418.30, � 1 699.55. Notes NI ;Not Issued NE �Not_eligible for payment _ --- - - P5_;Includes 3 month interest penalty _ _____. MA ;Matured and not earnin interest http://www.treasurydirect.�ovBC/SBCPrice 5/29/2013 ` -� - - - - � u � vu:�� _ : � _ _ � � i �� _ , - ,� . _ - - `- � ' _ . r,. , m - - - ._ _ , . ' � ' � �� _ � , • �¢ _ . ._�„�-/.. — . �i.�- .. � AT.TNE.O.R/GIHAI M0.YURITY 11EIjF.�F jYl4�-"PAY .'.. " _/`��,�/'\' ��I�7776 BICENTENNIAL 1976 -�� „� �y�§�J��} � ' '� I S S U E R A��T�E .- - ;.I� - � ��..,, �'��`��be++�vr.�a\�� WHICH IS THE FtRST DkY Of�-. � � ."s. :�_. �.�_ s�` . �� " �I�r. Richard H. �dertz ��-�18 8q11 Dec�ber- 1��! x r ''� ��V' VP�C �� IMO'THI ILVE R) Ip ' , �� !� �nol.a, Penna. 17025 t � C►rr'b�t'!a�d�� I� � # �tzt'� .a�s � sc.;�Q� ,4• _ ,. � . . ,:� _ . ,ssuw�F�,ur.s' �e T — - . or g�� ` _ - _ i; � .� . � * , , _ - _ '� - � �rs. 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'. . _ � - �5��__ - ;��"r�«r T ��'�r Q � ��.4��1 $1�3:.'E - .� - w: _ - - -- � �� t� _ •'� .�, � - - - _ - _ -- , ` � � uu:�i _ v: - - - � �� - - - - - _ .. _ _ � _ -- - _ :_- �_ ^ _ - _ -� . . _ � _ ��-.,�� , . ��/� .._._ . -- -_ :-AF TRE'ORitlNAL MAT�UI�NTyY�=_NEREOF Nflk,i ►AY .:-: .:.- 1776 BICENTENNIAL 7976 . _ � ��/If?If� - " �Sr-S_i�� D�ATE �- - �� rIL:� 3YHtG}}-L��6AY oP _� S. � _ _ .: . _ -. w _ � � (��,r '�� ;. � �EY�azYi H. �€ertz 201�1�,-8911 ��'��: . i� � � �� -��ey St. ` u ",�'�¢ '�.;, �� - ,� - � ,�,� -�IN - - ��-�-Pa�ia. 17t�2�sa, �� _ �� „>r� �"�Y ,� - �.: ., a.._ t ��-�r � �. a � - . .. � `� �]„�y.-. - ; 16ydrtyGr�7E w�.-,��+�,�. �y'. ;�.'T,"�"` I� _ _ 9I' � ' ,��,c'� +,'� �i` ��'�; . I� _ ��. 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" • "l-� -. - . _' ' . . .fi��wY�inviery ' -. - ' »B.�r� �� __ _ 1 Y � _ f� •J :-f' _ ` " . « t. ��. . - �:��va�. �4^:�n-e-��. �.v�: �I 10 Y i�1 1 � N.• •, I ' 1 /1 - - _ _ — a i� -- —_— :. -_ =_� ��,��a � �-W-r�� -' �� - AT SHL:.;OBi(�i1NSi.'�MIITIlIFIT1f:MEREflF.�.MMtL ►R7:� '-�-� � � ' _ '-. _' . �`�i'�iYV 1776 BICENTE NIAL 1976 = _ " �„S-��J��'�'�' - ` . . . . Wri1Ftt LS. 6AY-0P . . ��,�'�� . � �. �.a�ard �. ''4rertz �"201-3g-8911 `�-� � �� _�7Q iTa��.e�_ ��reet �H Y,� � W> �no�# �en��. Z7o25' � t��''�; 'r,.-; _ = _ ., j�r� � � i _ `3- !'�+�s�i � _ .� �� 3 � y i �, — - w ' �' ; ' - T� __ � e �' _ � .. _ __ �{�� .h i �}� ��e �f ��j. �� .�e Y�� .il 1��v y�t? ' ��Gi� ��1�V�J -�k }�Q�'4�i ;'� 7f 1 - . � y_ �`1 i+�} �'.f�i ..� � : i :,,::.::: t . _,. '... t.." _ " ._ ___ �� :F! .� .� � '0. y�..� � \.. � k"-- ' tM1lYXja4�lliwiMRwMOwWW�.�� OM�AR�TlWAOEOMW�tta/- � ��j}r-�1r5�.`�s�� .� �r �__ �ri�y�p� . . �viC-�`�� -- ___ -� �blf��qT�.ertqw! n�14 twrT�OrtN{�. . . .. Y+�/M-��tfV` ._ '� _ �M ;--=��'�T�=� .__ ..�, �- � �k✓��- Q 6 0 5 4 ��1 $3 7_�-� _. . ; 1 Y �- _ �I :H.�� - - • .. -3, _ ._ .. . __ _ _. � � I Y Y t�1 1 _ 1!: � � � 1 I I ": � - �� - - - .�� - � . �� '-_ -. " .--_ '�_� _'7��M71TU1gLPMEFi£OEMNLC[AY _ .. .... -.. . . ' ; _ :_ — = ISSUE DATE � __ ___ , . -,.. . -:_.� :.:- - . - ___ _ ':__ '`� �'._..____ _'_' _ _ .. . . WHfEh IS 7NE KtRST DAY OF ; -::: ''� T� Riehard Wert� 201-18=8911 - Nov. 1984, _ - ---- � - ••�' _ � 't�wo�+THi---�, eruwl 870 Valley St. � � ;; Enal�, Penna. 17025 ��r' �:. `� 3�.�; _ ��.�� , ��• `a,�s,�� °� -=' . _ _ ;,-:. � :- -;. _ _ � -- �. .r. _�u�� _ _ , :- .. _r� _ ��, _: Y; ,.,� , � _� ' , "�.�� ,�..�:�,�6: _ _. �' L 162 080 576 EE �� ..,,.. _ `�,.�.��..... � - ` - = - == - - - � __ - . _ __ , . _ -- ;-- : ._-.::: .-��-=-_ -�-.-.—: - ... ;-_ .Ol. I . ..__ '__ �_ . _ - ..._�, L___.""'___'"__""_..__...-_�.__-._..._'_" �� V V i'�� V i •v� � y� �� ." � � ��. � ' � � • �'� _-. _ - " �' � � '� - .. '� AT TNE.ORIGINAL MATURITY MEREOF�WILL PAV � ' - �(�� ISSUE p/[TE -' . ., WHICH IS IHE ii$$TDMY:Of"- _ " 7'o Mr. �ichard H. Wertz 201-18-89i1 �� ' ' r $'j4 �alley Street �'� ��- ��` : Eho2a, Penr�a. 17025 ,, .t. ..: ��- • ,! , . _ or i�7��i6� ' - I�s. Inez M. Wertz � ` ' . , - -. �� _. MTlt1�itAM�..�..:I.-�-'� y� s - � �,��_�,�� .. t L�it�E�J�C� -\�; -• ._ _ TM�.��,�.e�.w�.�..a .o,�.,�,...,.M�..�o..w. _ �— - .I[l*DAtiGYSUqCpp�IpMf.SM1[o� . �[W4oOxar NOO�riw- . . � Il1DI� LSEN`S�_:#1Xi�, �:�.. un��o�u.00..so.+woxwc�mwr - .sxcnnw.�urnn�cws � � .'-.. . - _ , . _ -.-�,._��I�� .�� . i�.N. .�.-��-Q 6 385 078 S�:O E _- � � - - _ _ z _ � v • : :NC , � •vuWl u: � � • I � ! `f1 = ° -^- '-- . • � �_ _ . . , � � � ��t,� __ � �AT�TME ORIGINAL Mw7uR17Y HEREOF W1lL pAY . �� `'��.'i�� "'- ,ssue i�Rr� " � �� waicH is�tig�sr oA�a�-: � � � � , . �;�.4 ' �° � 2�r ftichard H. �+F�rtz 20I-18-8911 Dec 19`�� ' - 870 Valley St (MONTNI� ��(YC4tI" � I� � Enola� Pa. 17�� ,��'� .�,,. ; I{ 02' �ssv�rrc��ewTS � I ; "- Mrs Inez M. Wertz : � � E � ,: •.�� I ' �..' �•: �; . .,� �l � . � ... __ •.` � ' `��')r�e{t �-�" I nns.ono�s�swmunw�w,»u� o.rx ..�.oe«ce.,.c�ssu�- �.��yp (�Fri�X� --"i-"„_DERfNDENCE HAL � ,<`.'°,"`.`".'.""°.°"'°""' IpA► � L x,�.m.,00..eo...ex�n..�n.v� .�.,.o.ea�..o..,,,��.,..�E.:�ow i�'. - _ « • �` �- _ rac.suwror�warrcnt � - . �. wws«u.o oH ^ ^ � -��RI�S • �.N. `�'.� � h 9 rF �., - - �`-: ,�s � .y,�.�a a�� ; ., . ..,a:u�s�r;a... .,,..�=s�:r�s,., _�_c.r,�sc�t;u�ae:� r w `�� . . ��Y,�� a, � V � 1814 , �,� _ �� A� � �� - �. _ - : �..� � . __ � . . . . . ; . :..w v . . . - . . ,� -�� ."�-�"y�8: _e�d 1 �i d .�i f � �'�-�z*a� �ca� ,- __ • . . . . . r , . ___ . . ._ _ .. .� _ . .._-----°- � � --'--- - - --- ....._ _. ��`-" - ,.. _ s-_��.*aa� ... ,��e... � ' U Y'�l 1 .: Y' � � : 1 1 .. . ' ' - - ' ' __<�_ ^�-__-�._--__ .__ -_=- -=-_ ' ' _ _ _ I �.._, =_— ---- __- _ -- - �- - -- =---=�� _ - _- - _ , '�' _ - -_ Ju l. 22. 2013 1 ? ; 42A,M pN� Ba�7k No. 99�5 P. 1/1 . . _ . . _,. . . . :V,:�RR. . . . . . . . .... . . . .. . .. ...... . . . .. .. .. . . . . �� R.�lAI'9�i�C'��:'i�1�� .Fuly 7? '?OT� Tiffan� J Murzak�augh �az�n Elder L�vc� 2G00 Linglestov��n�td Ste 24� i�arrisburg, 1'A 171�0 RE: Richard H �X%ertz SSN: 20 T-t 8-8911 DOD: OA--27-20I 3 ]�ear Ivf s. Mutzabau�h: Tan response to your re�uest for I�ate of 1'3eath(laOD)balances for the customer noted above: oUr records sho�the folla�wi.ng: Chec�g Accaunt �4ccount# �44631758� Es�ablzshed_ Q1�21-2QQ9 R.TCHARD H WERTZ D4I�balance: � 1;724.00+0.01 accrued interest Inte�esi paid O 1�O I-201� thr�u�4-?7-2013 � 0.0� �SrTI� � p)ease note that this o�ice prc'vides daze of deat� ba�s�ces foz deposit accouots (IRA,s, CAs, Checki�.�and Sax�iues). R'e do aa�t process an�v financial transactions or provide statements. Tf you need assistanee with an5 of these irtems,please call 1-888-1°NC-BANK(1-&8&762-2265) or stop b�your l��aal 1°NG Bank branGh office. Sincerely, Natior,al Financial Ser��iees Center PNC�a�k?v7_A. Member FDIC � This mess�ge is intended f'or�he use of the indil=idua!or entit��to �vhieh rt is addressed arzd ma�� contain information. that is�rivile�ed, confidenrial and exempt fram a'isclosure under applicable law�. . r�the reader nf this rrzessabe is not the intended reci�i�nt or the employee or agent responsible for deliverin�this message to rhe intended recipient., you are hereby not�ed that any dissemination, diStributi0n ar Cop}fin�of this com�nunica�ions� is strictly prohibrted. I�you have recerved this COTTZm'�niGCatiOn in Errpr.pI2QSB 120ti�j�me im�reediately b}-replj�ar b�r.elephone at 800-762-1775 and immediateT1�destroy this fcrxed document. Pa�e 1 �f 1 t'71ty G1 LL11J 1G.'Y,�J1 tODOL3LUGL1 —/ RQLCIi l�1QCI' L[IW I'JCI'1'fl1 latJ.IlL:ll rMyC fJD'I .� � C� � ; '�? � s � G7 C� � ��R V } N Q N N i i N C�V r� m �- '�; '� � V:. V� �m fI3 '�i' �'4' e�' ; � s,� y� • � �" r- r- r- �-- f/� d3 I ! � � ' � a�o �� y? � �, � m (SI � � � � � �� cr � Q � � � � � X� � t� �'y �3 � ��., � '� t� .� � � � � � � �:� �� or- �` � � �� . � � :,,-� � � ., .. � � �� k tlJ ;n a ..l� �. � � �� .n � � �,� � � � G_ � � � �� '** c� ra, �,�. � .� ; � � � � �„�. A � ( � �., ' E �� .� � � � � � �. � ` ; �� d > w � 2 ' , i °� �co = ' �� fa � � �� f�, � -� o `� � �� -- � � � � °� n .. _ : �� ' � I ; 4 � i ! Q� � � � ' ' �� ; � ��; _ � � " �� ; .�� , x � � ' ' E �� . C �� ' I ( �� ! :�� ; � �� - � �d � � � � � �� ; ; �� C� C�'7 ir3 �,r � � A ' � O G? �? y,. 'y`Y, r,� —� � � �.�s �V N N �1+S v pp � � � �► � .�J N w£ � ^. ; $� � � � � a � � � � � . a., ! .. a �s c h* � "� � c`°v �' � � � � L� � ' � q� ,� ' � s ��,� �s < �o�y �w T .. .. .. � Q� �. � ,,�,,, .. � ; .�� , •-I � Rf i ,.,, ftt �� ,�� ... _. - � � � � ° �� p � � � 7 � ' � � ,a- � �f ti� qF � t�} [�l �° Y � � � �Ci C N � � � � � � �� na � � EL �� : ` � � i �, - � BI��KERS AUCTtI�N �� Buy & Sell on Commission - Complete Sale Service � 93 Texaco Rd., .Mechanicsburg, PA 17055 76fi-5?85 �e�sonal Property of ` � � ��C l�� Lv�-=-lz 7�-Z �._5 �-�, �1dtlress � �So1d At Pubtic Sale TC%L/ �� zo J� 4utstandir� Tatat Sa1e � _ .2.. 23 �1, 5`j�.% � Totat�Checks �� (k � � �,� . - Total Cash � ,� -� -� S� Cash 1'►fter Payou# . Expenses ' At�tioneer 8� Clerks �GJ� ,, G c Adv Cost .3 �1 �, Q a p`ropertY Fee Saie Setup or Help le �', ��-' . Totat Expenses � s~ , � _S��G. �cf ✓ G�-L-d`�.�'��`�L� . �="� �,��-� H�N r.�.�� W Estate P[anning • Elder Law • Special Needs Planning 2000 Linglestown Road T�.: (71'�540-4332 Suite 202 FaY: (71�540-4313 Harrisburg, PA 17110 www.HazenElderLaw.com November 14, 2013 c> �� o ``' � r� �a .-T c7 � `� a �'' o � � c'� � cn � Register of Wills � � r'' o~o � `�' � v� � � ca Cumberland County Courthouse c� ,�., � .� o c,� One Courthouse Square �� „�` �� Carlisle, PA 17013 � � ►-_. � � � H (/) C� Re: Estate of Richard H. Wertz � � File No.: 2113-0540 Date of Death: 4/27/2013 Inheritance Tax Return To: The Register of Wills: Enclosed for filing please find the original and one copy of the above-referenced Inheritance Tax Return and Invento�y, along with a copy of the first page of the Inheritance Tax Return. Please time-stamp the first page of the return and a copy of the Inventory and return them to my office in the enclosed self-addressed, stamped envelope. If you have any questions, please do not hesitate to contact me. Sincerely, �'-�.� ��;�� Corinne Eggers Woodhouse Paralegal Encloslires cc: Victor Wertz � (� O � � � c� � « � � �;;;; �' r� � Q.- � O x 3' � T.''a n C� ��-, CD o 7� ►�-t � s� � -�7 �- cn �' �„ rrz � r-� ._,� � � n � � v� (� N ;z+ y�. r°' r--� s�.q f�rt �• O � � �" � �. fD ;— -� r,�e cfl �;� c� �.. C '"��' � � ►��! �. � � ��—' U� � p C� � .`�' n �-�5 C1R � � � :� �-� � � �a �� 'y O � � � (�J � �r �� (, _s., � C� r-+ (C/�p f�-r � Q 0 CD �-� ��7 F---� i'°' �„�.� � c'' � '� ' ---< G o o v� � � � � r -��a �---� � w � n �' � 7� A' � N � �_ ,.�.� O � O _ �p � p �, . _ � � -- � _ � _ � � y<y o t.� U�TED ,c:.c_� S'I' .,.; ,9 �ra r:'-> � �n �i��'tl � N ��t,i � �c,� ��a vj �,�,_; ay �� r,� �•�. �� l�,F t"y Wrf' ,c � l,� '• �~ m ' �r �� W��,