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HomeMy WebLinkAbout12-06-13 � REV-1500 E"�02-1' 1505610143 PA De artment of Revenue � OFFICIAL USE ONLY P pennsylvania County Code Year File Number Bureau of Individual Taxes �EPARTMENTOFREVENUE Po aox.2soso� INHERITANCE TAX RETURN 2 1 13 0 9 2 6 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 199 12 3063 08 03 2013 07 O1 1926 DecedenYs Last Name Suffix Decedent's First Name MI SELECKY HAROLD G (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 OVA�S BELOW � 1. Original Return ❑ 2. Supplemental Return � 3.Remainder Return(Date of Death Prior to 12-13-82) � 4. Limited Estate � 4a.Future interest Compromise � 5. Federal Estate Tax Return Required (date of death after 12-12-82) � g Decedent Died Testate � � Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) � 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � ��,Election 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.$HOULD BE DIRECTED TO: �::_ Name Da�yne Telephone uml�r� LISA MARIE COYNE ESQ 7bo737 �4 � � w -�- `�'�' t.n %� i.,� -�._ R�I�LER"DF WILLS U3��'�LY �- .s� '�� G� r�:S �-,. �,' __:; �., C': First Line of Address =_-- - �� °�r 3 9 0 1 MARKET STREET C� �� � --� � -`� c-_> �, ..,-; :v C'� . �-.. �; C.J " t'�"1 Second Line of Address __� -�1 c.� �,,� c7 'Y1 y. ;v DATE FILED City or Post Office State ZIP Code CAMP HILL PA 170114227 CorrespondenYs e-mail address: I I S 8@ C O y e a n d C o y n e.c o m Under penalties of perjury,I are 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 e. laration of preparer other than the personal representahve is based on all information of which preparer has any knowledge. SIGNAy►1gE OF PER RE NSIB E FO ILING RETURN 1 DATE • �"Q� Henry F. Coyne `, � ADDRESS �� 3901 Market Street, Camp Hill, PA 17011 SIGPd/�URE OF PRE ER OTHER THAN REPRESENTATIVE DATE i�� - �'� LISA MARIE COYNE Esq r��� Jc- .Z�,� ADDRE C ne 8�Coyne, P.C. 39 1 Market Street, Camp Hill, PA 170114227 Side 1 � 1505610143 1505610143 � ;1 1 1505610243 �J REV-1500 EX DecedenYs Social Security Number �e�eee�es rvame: S E L E C K Y� H A R O L D G. 19 9 12 3 0 6 3 RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 181 , 568 . 21 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. 260 , 201 . 16 5• Cash,Bank Deposits&Miscellaneous Personal Property(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. g. Total Gross Assets(total Lines 1 through 7).......................................................... g, 4 4 1 , 7 6 9 . 3 7 35 , 154 . 67 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 6 , 008 . 88 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. 10. 11. Total Deductions(total Lines 9 and 10).................................................................. ��. 41 , 163 . 55 12• Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 400 , 605 . 82 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. 400 , 605 . 82 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 .�2 ��� 18. Amount of Line 14 taxable 4 0 0 , 6 0 5 . 8 2 �g. 6 0 , 0 9 0 . 8 7 at collateral rate X .15 19. TE►xDUE................................................................................................................... 19. 60 , 090 . 87 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. a Side 2 � 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21 - 13 - 0926 Decedent's Complete Address: DE EDEN ' AME SELECKY, Harold G. STREET ADDRESS 4837 E. Trindle Road Mechanicsburg, PA 17050 CITY STATE ZIP Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 60,090.87 2. Credits/Payments A. PriorPayments 58,000.00 B. Discount 3,004.54 Total Credits(A +B) (2) 61,004.54 3. I nterest (3) 0.0 0 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 913.67 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 Payable to: REGISTER OF WILLS, AGENT. , . - � ��� � ; - � - � �.��.��N. � ��. _ � 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:.................................... � � c. retain a reversionary interest;or.................................................................................................................. ❑ 0 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 receivingadequate consideration?....................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... � �x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which containsa beneficiary designation?...................................................................................................................... ❑ ❑x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. _ .� �. ;.�r � =�r For dates of death on or after July 1,1994 and before Jan.1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The stafute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax re�urn 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 decedenYs 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.59116(a)(1.3)1. A sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,wfiether by blood or adoption. REV-1b03 EX+(6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT FILE NUMBER ESTATE OF SELECKY, Harold G. 21 - 13-0926 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 228.613 Shares Capital World Bond (CWBFX) 20.14 4,604.27 2 107.991 Shares EuroPacific Growth (AEPGX) 44.62 4,818.56 3 206 Shares Windstream Holdings Inc(WIN) 8.64 1,779.84 4 1,497.43 Shares American High Income(AHITX) 11.26 16,861.06 5 118.572 Shares Fundamental Investors(ANCFX) 48.09 5,702.13 6 111 Shares Pfizer Inc(PFE) 29.19 3,240.09 7 692.531 Shares American US Government Securitites (AMUSX) 13.76 9,529.23 8 324.238 Shares Washington Mutual Investors (AWSHX) 37.37 12,116.77 9 582.857 Shares Income Fund ofAmerica (AMECX) 19.75 11,511.43 10 710.967 Shares Intermediate Bond Fund of America (AIBAX) 13.47 9,576.73 11 1,555.776 Shares Bond Fund of America(ABNDX) 12.47 19,400.53 12 287.795 Shares Capital Income Builder(CAIBX) 56.50 16,260.42 13 318.075 Shares Investment Company of America (AIVSX) 35.87 11,409.35 14 463.323 Shares AMCAP (AMCPX) 25.95 12,023.23 15 85 Shares UGI Corp (UGI) 42.49 3,611.65 16 250.251 Shares Capital World Growth and Income (CWGIX) 41.69 10,432.96 TOTAL(Also enter on line 2, Recapitulation) 181,568.21 SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN co nti n u ed RESIDENT DECEDENT FILE NUMBER ESTATE OF SELECKY, Harold G. 21 - 13 -0926 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 17 1,000 Shares First Trust Global Dividend (30278R151) 10.44690 10,446.90 18 6,000 Shares Select Notes Trust Securites (81619PAd9) 4,914.82 19 390 Shares Goldman Sachs Group Inc(38145X111) 24.0129 9,365.03 20 5,000 Shares Select Notes Trust(81619PAA5) 3,963.21 Page 2 of Schedule B 'l218/i3 CWBFX Histaic�i�rices� C�it�iMorld 8or�d Ftxxl,Class S'#ock-Y�o! 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First�Previous�Ne��Last r�,pownload to Spreadsheet Currencyin USD. finance.yahoo.corr✓q/hp?s=WIN&a=07&b=5&c=2013&d=07&e=5&f=2013&g=d ��2 12f5J13 AFIITX Historical Prices�Arr�eric�Funds High-Ir�come Trus Stoek-Yahoa!Fir�ce �.. _ t=.7?i[ _ , � i��. , -�rf,�, � <�.;i�; � �Sign�ln°;�"� Mail vvrr++rv.�e..�a�.aauoy+�.i,�<ia i � �/�R�@�I�f'�I6 � ; . . � �9�ju�rd� �u a iui n�iA iu�U u� American Funds American Hi Inc Tr A(AHITX) Add to portfo�io' 11 .�� 0.����.��%� Dec4 Historical Prices Get Historical Prices for: ,� G0; _ Set Date Range ��Daily Start Date: Aug� 5 '2013 �F�.Jan 1,2010 �;;Weekly End Date: Aug� ,5 2013 �">Monthly ��� �� � E Dividends Only Get Prices ' _..__ __.._---� First�Previous�Ne�d�Last z -__.___ ..___ __ __ .____._...__ _ . m_� .mm__._.. . .__. _.�__ . .---._ ._ __.____ _ ._ �__ .._ '- Prices j i � Date Open High Low Close Volume Adj Close' Aug 5,2013 1126 11.26 11.26 11.26 0 11.08 `Cbse price adjusted for dividends and spids. 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T � ;tG� Set Date Range �O'Daily Start Date: Aug�+ ,5 2013 9 Eg.Jan 1,2010 (�Weekly _ __.. t'i Nbnthly End Uate: Aug� 15 2013 ` r i Dividends Only �Get Prices First�Previous�Ne�Q�Last ' Prices Date Open High Low Close Volume Adj Close' fwg 5,2013 29.30 29.36 29.13 29.19 14,392,700 28.97 'qose price adjusted for dividends and splits. First�Previous�NeM�Last �`'1 Download to Spreadsheet Currencyin USD. �' finance.yahoo.corrilq/hp?s=PFE&a=07&b=5&c=2013&d=07&e=5&f=2013&g=d 1/2 12/5J13 AMUSX Historic�Prices�Art�ic�F�nds U.S.Govt Sec�i Stock-Y�ioa!Finance �x�- _' : . _ ,_ " x . ... . . ,:r� - . „c=: t.. �S„1--u,� �1r.'i�J ( �'( v., 5°� ��f��� �;a,,; Sigml�,rr;i� Mail ..,,.� �,...,,�„dsunv v.�<.e __� �lUuewitrade � �. . .� � � �� �� I�, !� III American Funds US Government Sec A(AMUSX) ' add to porcroro' 13.� 1 0.�4��.29%� Dec4 ___ �ISfO�ICB��CIG�S Get Fistarical Prices for: GC�'. Set aate Range �,Daily Start Oat�: Rug� 5 2013 ;Es..tan t,7At0 � ,Weeklq End Date: Aug� 5 2413 :�Mfonthiy __ _ �S DiHdends Oniy �C�et FtiCes; Frst�Previous�Ne3Q E Last � �.� ����. �__ _�_.___.__..� � _ �_.___�_� � PriCes Date t�n Migh Low Ciflse Vaiume Adj Clase' Aug 5,2413 t3.T6 13.T6 13.76 13.76 0 13.73 'Uose�ice adjusted fa�dividerrds and sp�ts. First�Pxeuous�Ne��L�st �Downksad ta Spreat�M:et Curreneyirf USD. finanee.y�oo.cx�m�q/hp?s=AMUSX8a=d7&b=58c=20138�c�07&e=5&f=2013&g=d 1i2 12I5/13 5 AVYSHX Histaic�Rrices� Wast�r�x,�ton Mukual Ims Fd CI A Stock-Y�oo! Finarrce , , _ � � r_� .,` �'�"�i! r� �,: .,pl . -. ��� E . .. � _�. y.�- , z .. �.�Y ;�:f:'..' 11::' i r t � . :, a''�'gml�i.; ., Mail vVVV YnJaO��aai�oy v.�,r.t9 ;. � � 4 ��}s ��� . ��� . � F /�ty miiio����ii��p�i�i�i�i�ii i��li�il� ��jE�� f.�(�+4 p;�kCt eGF.5@Tt<C€:.lC American Funds Washington Mutual A(AVUSHX) AddcoPor�roiio 39■�/ O.Q���.20%� Dec4 Historical Prices Get Ffistorical Prices for: . 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First�Previous�Ne�R�Last r'�"'Downioad to Spreadsheet Currencyin USD. finance.yahoo.caom�qit�?s=CWGtX8a=07&b=5&c=?0138�d=478e=5&f=2013&g=d t� � �`°A�'°�S � Edward Jones 201 PROGRPSS PARKN�AY � ST.IAU[$,M0.630J3-3042 � 7E(.314-SL-2000 TRADE CONFIRMATION ^�. , ��;�� �f� ��� RETAIN FOR YOUR PERMANENT TAX RECORDS '� � `� � f f�;°`',w.. �� s� �� ;,�; � � P�� .��`;� YOUR FiNANQAL ADVISOR: ��-�� �iJ�� f�•��i Af f,f�,� ESTATE OF HAROLD G SELECKY JEFF ZAVODA �,,...s� HENRY F COYNE EXECUTOR 4400 DERRY ST � 3901 MARKET STREET HARRISBURG, PA 17111 k� CAM P H I LL PA 1 701 1-4227 BxANCH rrUMSEx: 26165 FINANCIAL ADVISOR#: 425408 ANY QUESTIONS CALL (717)561-2480 _ WE ARE PLEASED TO CONFIRM TI�FOLLOWING TRANSACTION SUBJBCT TO THE INFORMATION, DISCLOSURES, AND TERMS ON TI�FRONT AND REVERSE SIDES OF THIS DOCUMENT: � ar Yovx c.�AccouNZ� 616-210 6 9-1-5 ON TRADE DATE 0 9/10/2 013 FOR SETTLEA�N'I'DATE Q 9�1��2 O Z� YOU SOLD 1,0 00 PiucE 10.446 9 0 DESCRIPTION: FIRST TRUST GLOBAL DIVIDEND rRU.rc�ai,.aMOUh�r $ 10,446.90 MONTHLY CASH SERIES 27 MONTHLY PAYMENT UNSOLICITED ToTaL $ 10,446.90 ORDER 616969549 PROCESSEDON 09/10/2013@ 16:52:35 cus�P 30278R151 WE EXECUTED THI&TRANSACTION AS YOUR AGENT. • If the phrase "we make a mkt in this security" appears on this confirmation,we have acted as principal functioning as a secondary market maker. • If the phrase "unsolicited"appears on this confirmation,the transaction was conducted pursuant to an unsolicited order to buy or sell �- placed by the client. � ' For debt securities transactions,call features may exist which could affect yield; additional information available upon request. � • For zero coupon transactions, no periodic payment and callable below maturity value, without notice by mail to holder unless registered. � � � z c: w � a 0 0 0 0 THANK YOU FOR ALLOWING EDWARD JONES THE OPPORTUNITY TO SERVE YOU. PAGE 1 OF 2 ��y�J�� Edward J o n e s 20�PROGRFSS PARKWAY � S1�.LAU[S,MO.63043-3042 TEL314515-2000 TRADE CONFIRMATION U �� RETAIN FOR YOUR PERMANENT TAX RECORDS � ���) �� sFP /� ,� &�, I6'�,��� ���`1� YOUR FINANQAL ADVISOR: ESTATE OF HAROLD G SELECKY JEFF ZAVODA ����� HENRY F COYNE EXECUTOR 4400 DERRY ST '`�-.t"4 3901 MARKET STREET HARRISBURG, PA 17111 CAMP HILL PA 17011-4227 �� BRANCH NUMBER: 2 E>1 C 5 z FINANCIAL ADVISOR#: 425408 �QUESTTOrrsc.�, (717)561-2480 WE ARE PLBASED TO CONFIRM THE FOLLOWING TRANSACI'ION SUBJECI'TO THE INFORMATION, _ � DISCLOSURPS, AND TERMS ON THE FRONT AND REVERSE SIDBS OF THIS DOCUMENT: uv YouR casx Accovrrr 616-210 6 9-1-5 ON TRADE DATE 0 9/10/2 013 FOR SETl'LEMENT DATE 0 9/13 i 2 013 You soLn 6,000 Px�cE 89.46000 DESCRIPTION: SELECT NOTES TRUST SECURITIES PRINCII'ALA1�40UIv"P $ 4,895. 17 LONG TERM CTF 2003-4 AccxuEn��sr 24.60 CURRENT FACTOR = .911984 5.78z DUE ON 06/15/33 PAYS MONTHLY ON 15th Txatvsacrioxr� 4.95 BOOK ENTRY ONLY YIELD TO MATURITY: 6.747X UNSOLICITED CURR FACTOR 91198400 TOTAL $ 4,914.82 CURR PRIN BAL 5,471.90 ORDER 616969548 PROCESSED ON 09/10/2013 � 13:35: 16 cusip 81619PAD9 WE EXECUTED THIS TRANSACTION AS PRINCIPAL SELLING TO YOU OR BUYING FROM YOU AND A PAYMENT TO EDWARD JONES MAY HAVE BEEN DEDUCTED FROM OR INCORPORATED INTO THE PRICE YOU RECEIVED. . If the phrase "we make a mkt in this security" appears on this confirmation,we have acted as principal functioning as a secondary market maker. • If the phrase "unsolicited" appears on this confirmation,the transaction was conducted pursuant to an unsolicited order to buy or sell a placed by the client. � � For debt securities transactions, cali features may exist which could affect yield; additional information available upon request. � • For zero coupon transactions, no periodic payment and callable below maturity value,without notice by mail to holder unless registered. � Q � z � LL � � C C G C THANK YOU FOR ALLOWING EDWARD JONES THE OPPORTUNITY TO SERVE YOU. PAGE 1 OF 2 �"�°'°`� Edward J o n e s - �201 PFOGRFSS PAP.ICWAY ��� ST.I;OU[S,MO.63(kt3-3042 � TEL314-515-2000 TRADE CONFIRMATION ��'��� RETAIN FOR YOUR PERMANENT TAX RECORDS !l�If�' f��---� f `� r., �� � f.'�f r` � ��P �f �f€? �}�� � r� � � �a � ����illl�ii�l��lll��ilii��l�l�il�li�l��lli�l��lii�"i�ll��l�il�i� �f SEP � /� ` �',1��� YOUR FiNANQAL ADVISOR: 00000046 04 MB 1.337 04 TR 00004 EJCN8901 000000 ; u �.�j'�` �s�?�� ESTATE OF HAROLD G SELECKY JEFF ZAVODA ��F �`� ��j'�� ����`"�� HENRY F COYNE EXECUTOR 4400 DERRY ST �"`�..,�'°`��,�a�� <. � i'.''?� �:��: 3901 MARKET STREET HARRISBURG, PA 17111 �m�_, � CAMP HILL PA 17011-4227 �.-°«...� .�.R � BxA1vCH 1vuMBER: 26165 ���� FINANCIAL ADVISOR#: �+25408 A1vY QuES'r�ONS C�,L (717)5 61-2 4 8 0 _ WE ARE PLEASED TO CONFIRM THE FOLIAWING TRANSACTION SUBJECT TO THE INFORMATION, DISCLOSURES, AND TERMS ON TI�FRONT AND REVERSE SIDES OF THIS DOCUMENT: ' IN YOUR CASH ACCOUNT 616-2106 9-1-5 ON TRADE DATE 0 9/10/2 G 13 FOR SETTLEA4ENT DATE 0 9/13/2 013 YoU soi.n 3 9 0 P1ucB 2 4.012 9 DE3CRIPTION: GOLDMAN SACHS GROUP INC PRINQPALAMOUNP $ 9,365.03 6.125� PREFERRED NOTES UNSOLI C I TED COMMISSION 217.30 CALLABLE EQUITY SECURITY. ADDITIONAL INFORMATION TRarrsacrioxr-� 4.95 CONCERNING THIS SECURITY IS AVAILABLE UPON REQUEST. TOTAL $ g� I.�F 2.7 H ORDER 616969533 PROCESSEDON 09/10/2013 � 13:28:22 cusir 38145X111 i WE EXECUTED THIS TRANSACTION AS YOUR AGENT. ■ If the phrase "we rnake a mkt in this security" appears on this confirmation,we have acted as principal functioning as a secondary market maker. • If the phrase "unsolicited" appears on this confirmation,the transaction was conducted pursuant to an unsolicited order to buy or sell � placed by the client. �� ' For debt securities transactions, call features may exist which could affect yield; additional information available upon request. o • For zero coupon transactions,no periodic payment and callable below maturity value, without notice by mail to holder unless registered, o • If the phrase "average price" appears on this confirmation, details regarding the actual execution prices are available on request. m z U � W � � O O O�L •�yy , ,�� I :�. �, THANK YOU FOR ALLOWING EDWARD JONES THE OPPORTUNITY TO SERVE YOU. 4 PAGE i OF 2 � ID�,�,°�s Edward�ones 201 PROGRPSS PARRWAY • ST.`LO[DS,M0.6304 3-304 2 7EL 31A-515-2000 TRADE CONFIRMATION � ���. � q�� ,.;`�,-�, f�r�- ;�..``'�.. RETAIN FOR YOUR PERMANENT TAX RECORDS �� 8�` �'" 'R� ,.. � �J ��� SFP �����_ YOUR FINANCIAL ADVISOR: ��� t���f� � , �� ESTATE OF HAROLD G SELECKY JEFF ZAVODA �` � HENRY F COYNE EXECUTOR 4400 DERRY ST ��,�, 3901 MARKET STREET HARRISBURG, PA 17111 "�`:;--�.� � CAMP HILL PA 17011-4227 `"'`•�`� -�"v BRANCH NUMBER: 26165 FINANCIAL ADVISOR#: 425408 ANY QUESTION5 CALL (717)561-2480 WE ARE PLEASED TO CONFIRM TI�FOLLOWING TRANSACTION SUBJECT TO THE INFORMATION, _ � DISCLOSURES, AND TERMS ON THE FRONT AND REVERSE SIDES OF THIS DOCUMENT: IN YOUR CASH ACCOUNP 616-210 6 9-1-5 CN TP.A,^.E DATE �9�1��2��3 FOR SLTTL.�MEri'T DATE 0 9/13/2 013 YOU SOLD 5,OOO PRICE 87.29000 DESCRIPTION: SELECT NOTES TRUST rxnvcmar.nMOUrrr $ 3,947. 16 LUNG TERM CERTIFICATES 2003-1 ACCRUEDINTEREST 21.00 5.97% DUE ON 02/22/33 PAY5 MONTHLY ON 15th BOOK ENTRY ONLY TxnxsactzoNr� 4.95 YIELD TO MATURITY: 7.185X UNSOLICITED CURR FACTOR .90437900 CURR PRIN BAL 4,521.89 ToT� $ 3,963.21 ORDER 616969547 PROCPSSEDON 09110/2013 � 15:07:40 cus1P 81619PAA5 WE EXECUTED THIS TRANSACTION AS PRINCIPAL SELLING TO YOU OR BUYING FROM YOU AND A PAYMENT TO EDWARD JONES MAY HAVE BEEN DEDUCTED FROM OR INCORPORATED INTO TIiE PRICE YOU RECEIVED. . If the phrase "we make a mkt in this security" appears on this confirmation,we have acted as principal functioning as a secondary market maker. • If the phrase "unsolicited" appears on this confirmation, the transaction was conducted pursuant to an unsolicited order to buy or sell C placed by the client. � ■ For debt securities transactions, call features may exist which could affect yieid; additional information available upon request. � • For zero coupon transactions, no periodic payment and callable below maturity value, without notice by mail to holder unless registered. � a ¢ � � u � d c c c c THANK YOU FOR ALLOWING EDWARD JONES THE OPPORTUNITY TO SERVE YOU. PAGE 1 OF 2 pennsylvania SCHEDULE E � DEPARTMENTOFREVENUE CASH BANK DEPOSITS AND MISC. INHERITANCE TAX RETURN � RESIDENTDECEDENT PERSONAL PROPERTY FILE NUMBER ESTATE OF SELECKY, Harold G. 21 - 13 -0926 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 VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 Metro Bank 29,654.30 Checking Acct. No. XXX)OCX0868 2 Metro Bank 224,542.03 Savings Acct No. XXXXXXX7589 3 Sale of 2005 Buick Lacross-private sale, poor condition, Body damage 3,500.00 4 Jewelry Box-per Mumma Appraisal 540.00 5 Edward Jones Cash Acct#xxx-xx725-1-7 1,964.83 TOTAL(Also enter on Line 5, Recapitulation) 260,201.16 � ��� ETRO BA N K 3801 Paxton Street 888.937.0004 Harrisburg, PA 17111 mymetrobank.com 8/28/13 � ���� � Lisa Marie Coyne �. "� � Coyne & Coyne P.0 � Attorneys at Law l 3901 Market St. Camp Hill, PA 17011 RE: Estate of: Harold G. Selecky Tax Identification Number: 199-12-3063 Date of Death: August 3, 2013 To Whom It May Concern: This letter is in reference to decedent account information you requested fior the individual listed above. We are able to provide the following: Account Type; CK Account Number: 512100686 Date Opened: 03/04/1997 Primary Owner: Harold Selecky Secondary Owner: Jean B. Selecky, until Date of Death 04/25/2013 Date of Death Balance: $29,654.30 Account Type: SV Account Number: 616297589 Date Opened: 02/04/2002 Primary Owner: Harold Selecky Secondary Owner: Jean B. Selecky, until Date of Death 04/25/2013 Date of Death Balance: $ 224,542.03 Please feel free to contact us at 1-888-937-0004 if we may be of further assistance. Sin �--------.�� ..__ Jennifer Jacobs Research Associate Metro Bank �''��U�1 T'1�5 E�t�rE�j� �fo�E 34 WEST MAIN STREEf MECHANICSBURG,PA 17055 � APPRAISAL Phone:717-76b-9422 f��PR� AISAL f `f�p ar sal for. �' Harofd G.Selecky;} July 24,2013 �•------,_,-..---�-�"` 1. One State Police retirement badge in 10�Carat gold. ...........................................Valuation:$220.00 2. Man's 10 karat synthetic red stone ring in yellow gold..........................................Valuation:$210.00 3. Man's 14 karat wedding band in yellow gold.........................................................Valuatian:$100.00 4. Lady's sterling silver bracelet......................................................................................Valuation:$10.00 5. 18 pairs of costume jewelry earrings. ........................................................................Valuation: No value 6. Five strands of synthetic pearfs...................................................................................Valuation: No vaiue 7.26 pins rnade of white and gold-filled metals.........................................................Valuation: No value 8. Lady's Timex wristwatch...............................................................................................Vaivafiion: No value 9. Lady's Ecciissi wristwatch.............................................................................................Valuation: No vaiue 10. Man's Acqua wristwatch...........................................................................................Valuation: No value 11. Six flag lapei pins and other types of i4pel pins....................................................Valuation: No value / . �� � " This appraisal constitutes our carefutly studied opinion of ❑the retail replacement cost through our facifities �the distress sales nature value ot the article(s)described above insofar as the mounting(s) have permitted observation.We assume no liability with respect to any action that mav be taken on the basis of this anoraisal. ����, � 1 � • � R� �.�.1"�'li�/"lG. Appraiser REV-1517 EX+(10-09) ; pennsylvania ���H " FUf�L DCPENSES AND "�� ����'� DEPARTMENT OF REVENUE INHERITANCE TAX RETURN �ry�� RESIDENT DECEDENT ��uN���� FILE NUMBER ESTATE OF SELECKY, Harold G. 21 - 13 -0926 Decedent's debts must be reported on Schedule I. ITEM AMOUNT NUMBER FUNERAL EXPENSES: DESCRIPTION A. 1 Auer Cremation Services, Inc. 128.52 B. ADMINISTRATIVE COSTS: �, Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attorney's Fees Coyne&Coyne, P.C. 25,000.00 3. Family Exemption: (If decedenYs address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 148.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees 1,���.00 7. Other Administrative Costs 1 Patriot News- Legal Advertisement 123.38 TOTAL(Also enter on line 9, Recapitulation) 35,154.67 Schedule H Funeral Exper�ses& COMMONWEALTH OF PENNSYLVANIA q,�nish�ativ�e Cas1s cor�tinued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SELECKY, Harold G. FILE NUMBER 21 - 13-0926 2 Cumberland Law Journal- Legal Advertisement 75.00 3 Postage 50.00 4 Estate Checks 50.00 5 Reserves 5,000.00 6 Inheritance Tax Return Filing Fee 15.00 7 Appraisal Fee-Mumma Jewelers 100.00 8 Broker's Commision and Fees 456.87 9 Income Tax due 2,000.00 10 Edward Jones-- Estate Service Fee 100.00 11 Pink Hands of Hope--Cleaning and Clearing of Room at Country Meadows 250.00 12 Lower Allen Ambulance Service (7/18/13) 657.40 Page 2 of Schedule H �,� ,�� pennsylvania SCHEDULE I ':� DEPARTMENTOFREVENUE DEBTS OF DECEDENT, MORTGAGE INHERITANCE TAX RETURN RESIDENTDECEDENT LIABILITIES & LIENS FILE NUMBER ESTATE OF SELECKY, Harold G. 21 - 13-0926 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Coyne&Coyne, P.C. - POA Invoice 4,856.25 2 Diamond Pharmacy 7.00 3 Verizon 5_97 4 Country Meadows 339.66 5 Uncleared Checks 800.00 TOTAL(Also enter on Line 10, Recapitulation) 6,008.88 REV-1513 EX+�01-10) �� pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER SELECKY, Harold G. 21 - 13-0926 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not L(st Trustee(s) I� TAXABLE DISTRIBUTIONS[include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Mark H. Kaprive Nephew 48% of Residual 12167 Alder Lane Wellington, Florida 33414 2 Barbara Ann Kable Niece 22% of Residual 21690 Kearsarge Place ; Lexington, Maryland 20653 ; 3 Taylor M. Kaprive Grand Nephew 22%of Residual 12167 Alder Lane Wellington, Florida 33414 � Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II� NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 REV-1613 EX+(p�-�0) � pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCETAXRETURN BENEFICIARIES continued RESIDENT DECEDENT ESTATE OF FILE NUMBER SELECKY, Harold G. 21 - 13-0926 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Tn�stee(s) I� TAXABLE DISTRIBUTIONS[include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 4 Christopher Kable i Grand Nephew 4% of Residual 536 Ferdinand Avenue I Delton, FL 32738 5 Barney Kable Grand Nephew 4% of Residual 11001 Kinship Court#104 Manassas, VA 20109 i i ; i I I i I I Page 2 of Schedule J REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA � , No. 2013- 00926 PA No. 21- �3- 0926 Es ta te Of: HAROLD G SELECKY (First,Midd/e,LasU La te Of: HAMPDEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: �99-�2-3063 WHEREAS, on the 23rd day of August 2013 an instrument dated January 18th 2007 was admitted to prohate as the Iast will of HAROLD G SELECKY (Fi�st,Middle,Last1 late of HAMPDEN TOWNSH/P, CUMBERLAND County, who died on the 3rd day of August 2013 and, WHEREAS, a true copy of the wi11 as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Reg.ister of Wills in and for CUMBERLAND County, in. the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: HENRV F COYNE � who has duly qualified as EXECUTOR(R/XJ and has agreed to administer the estate according to law, aIl of which fully appears of record in my office at 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 23rd day of August 20�3. egister of �ls r r D puty **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) �� . � a----.___ i _ _ _ ___... — j a — � I 1 + I � i � �..�A��`�' W�L�C, 1�1�T� �']E�`�'A��EI�T�' j � ! � �]E ����L� �, �]�]L]���Y � I, HAROLD G. SELECKY, of the Townshi� �f East .Pennsbora, Cumberlar�d Cou.r�ty, Pennsylvania, declare this to be my Last Will and revoke any�vill or codicil previously made by me. � ITEM l: T direct that my body be cremated by the Cremation Soci.ety of 4100 Jonestouvn Road, Harrisburg, Pennsylvania 17100. The cremation service has been pre-arranged and has been paid in full. I direct that my remains be inurned to the columbariurn at Tnnity Evangelical Lutherasi Church, 2000 Chestnrzt Street, Camp Hill,Pennsylvania. � ' �� U ITEIVI 2: I direct that all my just debts and funeral expenses be paid as soon as practical � W � W after my death. � i � � ITEM 3: I direct that all taxes and interest and penalties thereon that may be assessed in Q � a � consequence of rny death, of whatever nature and by whatever jurisdiction imposed, shall be paid from �' x m residuary estate as a part of the expense of the administration of my Estate. � Y I �4 `, ITEM 4: I give, devise and bequeath all of my estate of every nature and wheresoever �. �.�,� c.,� ,�' ��"",`� :�tua�togeth�,.r•v�l`th insurance thereon, to my wife, JEAN B. SELECKY, providing she survives me by �4_ ,,; � �-; i t=-� ''� � ��,��30)'��� c� `� � � � a u ��v: x ' � r� -� '�i �.W.: �_� Cti! � � ..,,� I � ` �, �J ..—.y.�. � i _J � `� � � � f �. � � � ;__. � � .ti.; E t f ; I , . i , • . i . - i „ �. € , �,: . _- -- --------- -=- --- - � � � E L k � � ITEM 5: Should my wife, JEAN B. SELECKY, predecease me or die on or before the � { irty-first (31 st) day following my death, I give, devise and bequeath the residue of my estate of every � , � nature and wheresoever situate,together with insurance thereon as follows: , � A. 48% to my wife's nephew, Mark H. Kaprive of 12167 Alder Lane, Wellington, � �. � Florida 33414; � B. 22% to my wife's great nephew, Taylor M. Kaprive oi 12167 Aider Lane, � 6 � � Wellington, Florida 33414; � �- � C. 22% to my niece, Barbara Ann Kable of 21690 Kearsarge Place, Lexington, � Maryland 20653; D. �% to my great nephew, Christopher Kable of 21690 I�earsarge Place, Lexington,Ivlaryland 20653; and ` � t E. 4% to my great nephew, Barney Kable of 21690 Kearsarae Place, Lexington, � � 1VIas-S�land 2Q�53. � WITEM 6: Should any of the beneficiaries listed in Item 5 of this Will,predecease me or axe 15� . � (q c� � not living on the thirry first(31S`)day following my death,I direct that share be distributed in equal shares Q � t � to my then remaining living beneficiaries listed in Item 5 of this Will. � � � x ITEM 7: Until distributed, no gift or beneficial interest shall be subject to anticipation or � r voluntary or involuntary alienation. � ITEM 8: I appoint my wife, JEAN B. SELECKY, Executrix of this my Last Will. Should i i my wife, JEAN B. SELECKY, fail to qualify or ceases to act for any reason as my Executrix, I appoint ' HENRY F. COYNE, ESQUIIZE, alternate Executor of this my Last Will. . , ' i , � t . I� � . , . ... __..�--- � _ �_��_ -- —_— � -- __..__,i, i � ; ITEM 9: I direct that my personal representative or their successors 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 F Testament, this j�� day of .�'��.0 , 2007. , / �i��� ✓ ( � .� � � HAROLD G. SELECKY � , _ � G € . Sigried, sealed, published and declaxed 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 � , e hereunto subscribed our names as attesting witnesses. _ O�'i It�� residing at �y �/'� I 7a r So,,�(�- r�.c.�-L�-e� ��.a.r�z � � :,� � siding at ti-C.�_�1:�.w�-�-�a�Ct�t_�, t'�l n, i �o�S-���3 � I � I l � � I i � I � � I i i j i j 1 � j I I ' � . . , . . - __ _ .._.. ._ _..,„_...r, E , � �. _ . � � � i i I COMMONWEALTH OF PENNSYLVANiA ) ; ) ss: I COUNTY OF CUMBERLAND ) i � We, HAROLD G. SELECKY, �N��, n.� , �(ao cZ+.-�c�2 , and . �-�n--�.�E.,,..� S��c���s— , the Testator and the witnesses respectively, whose nasnes are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the dersigned authority that the Testator signed and executed the instrument as his Last Will and that he � ad 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 hea.ring of the Testator, signed the will as witness and that to the best of his or her l�owledge, the Testator was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. . `,��.�.,,� i HAROLD G. SELECKY � �� ��� � Witness < ! �-�`-�'�---t..��,� . Witness � I Subscribed, sworn and aclrnowledged before me f--E��a-�t � C�K�E- by HAROLD G. SELECKY, the Testator, and subscribed and swom to before me by � �-� � �--� . t�o2��c� and J. �A-�-n-�c—� �«��-T the witnesses, this j ► ;-ti.a day of J���1�--c ,2007. I I i 3 � I � I Notary Public (SE ) ! � t���oi�t�+oF��snv�r�t ; lIOIARIAL SEAL j HENRY f.CaYNE,NQTARS"PtlBC�G I NAh1PDEN TWP.,GUMBERIAND COUIt� � MY COMMtSSfON EXPIRES 1UNE r7,2003 � � COYNE & COYNE, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne 3901 Market Street (717)737-0464 Lisa Marie Coyne Camp Hill,Pennsylvania Facsimile(717) 737-5161 Bradley C. Baird 1 70 1 1-422 7 www.coyneandcoyne.com � �� � December�;2013 Register of Wills =' �;, Cumberland County Courthouse c o `'' � � One Courthouse Square Q � ,`---�•, �-' �' Carlisle,PA 17013 � �7 c"� �' �$ � � j�;, r— �.�..� s��7 � .i� �' Q� ;.::: �;„� Re: Estate ojHarold G. Seleck��ec�ase� a _"� No. 21-13-0926 � � �? � _ _;�-? ;�, <�: -- ra Dear Sir or Madam: : � c� �`�` rdi -� � v, c� � � `� We represent the Estate of the Late Harold G. Selecky. Enclosed are an original and two (2) copies of the Inheritance Tax Return for this Estate. Kindly docket the original Return and return a"clocked-in"copy with the enclosed stamped envelope. Also enclosed is check no. 105 in the amount of$15.00 which represents the filing for this Return. Please issue a receipt for this payment. Thank you for your assistance. If you have any questions,please contact me. Very truly yours, COYNE&C YNE, P.C. ���.�,�. � Lisa arie Co ne � Y LMC/bcb Encl. Y r RECORt�E� QFF'�CE 4� L _ REGl�?'.�R OF �!�(_S � ; � � o '� � '� � , a w ���:3 C�G 6 FCi ? `=� � � O 9 �t " �� d � = d a � ' ,� GL�� ^� � � � w K �=f- � Q1 V ^ � ,n d C1 (��!, p,� �s-�,, r-. F - . - a N NN-- -"�Q� ����.L,�.��i{`�� ��.,,�;a � . _ � � 7 �w �8�a��*$�$� �o d�< �. 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