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HomeMy WebLinkAbout12-17-13 1505610140 REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 3 0 6 5 9 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 5 3 0 2 0 1 3 1 0 2 1 1 9 2 5 Decedent's Last Name Suffix Decedent's First Name - MI T U C K E Y E R N E S T I N E L (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 1.Original Return ❑ 2.Supplemental Return F-1 3. Remainder Return(Date of Death Prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise(date of 5. Federal Estate Tax Return Required death after 12-12-82) ❑X 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) 9. Litigation Proceeds Received 10.Spousal Poverty Credit(Date of Death ❑ 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number I V 0 V 0 T T 0 I I I 7 1,-? 2 4 3 z4 1 REGISTER OF W1�1,8 USE',ONW n_1 ° r 5 n First Line of Address l.. ,�- rT1 III 1 0 E A S T H I G H S T R E E T ; Second Line of Address 41 _t -% rri DATE FIL @D CO City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address: IOTTO(a�MARTSONLAW.COM Under penalti f perjury,I declare that 1 have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,c ect and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SII/N RE OF PERSOD E ON IBLE FOR FILING RET RN ' tjA'E ) ' ADDRESS II 1382 MOUNT TABOR ROAD GARDNERS PA. 17324 SIGNAT E F RgRj�gER OTHER REPRESENTATIVE I n ATF I I ADDRESS �^ d 1 10 EAST HIGH STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J Continuation of REV-1500 Inheritance Tax Return Resident Decedent ERNESTINE L.TUCKEY 21 13 0659 Decedent's Name Page 3 File Number Correspondents Name Daytime Telephone Number I V 0 V 0 T T 0 I I I 7 1 7 2 4 3 3 3 4 1 First line of address 1 0 E A S T H I G H S T R E E T Second line of address City or Post Office State ZIP Code C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address:I0 T T O a M A R T S 0 N L A W- C 0 M 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 We,coned and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE RF PERSON RFF,�s�ONSIBLE F R FILING RETURN DATE Y�.urrxXrP�.4L, C�' t' L�\'aL�13 ADDRESS 2675 BIGLERVILLE ROAD GETTYSBURG PA 17325 1505610240 REV-1500 EX(Fl) Decedent's Social Security Number Decedent's Name: ERNESTINE L . TUCKEY RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . .. . . . . . . . . . . 1. 3 4 0 0 0 0 . 0 0 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . .. . . . . . . . .. .. . . . . . . . 2. 2 6 6 4 8. 3 . 7 5 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 3 3 1 6 7 9 . 9 9 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 0 • 0 0 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) C-] Separate Billing Requested . . . . . . . 7. 0 . 0 0 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 9 3 8 1 6 3 . 7 4 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . .. .. .. . . . . . . . 9. 8 3 4 2 9 . 1 1 10. Debts of Decedent,Mortgage Liabilities,and Liens Schedule I 10. 9 1 . 0 9 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 8 3 5 2 0 . 2 0 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . .. . . . . . . . 12. 8 5 4 6 4 3 . 5 4 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. 8 5 4 6 4 3 . 5 4 TAX CALCULATION-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.0 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X.0_ 0 . 0 0 16. 0 . 0 0 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17, 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 8 5 4 6 4 3 . 5 4 18. 1 2 8 1 9 6 . 5 3 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 1 2 8 1 9 6 . 5 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 1505610240 1505610240 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 13 0659 DECEDENT'S NAME ERNESTINE L.TUCKEY STREET ADDRESS 896 BALTIMORE PIKE CITY STATE ZIP GARDNERS PA 17324 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 128,196.53 2. Credits/Payments A.Prior Payments 100,000.00 B.Discount 5,263.00 Total Credits(A+B) (2) 105,263.00 3. Interest (3) 4. if Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill In oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 22,933.53 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No .a. retain the use or income of the property transferred ...................................................................... ❑ 0 b. retain the right to designate who shall use the property transferred or its income ............................... ❑ X❑ c. retain a reversionary interest ................................................................ ❑ X❑ d, receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate 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 contains a beneficiary designation?.................................................................................................. ❑ 0 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)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(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 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 F2 P.S.§9116(a)(1)1. • The tax rate imposed on the net value of transfers to or for the use of the decedent's 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-(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ERNESTINE L. TUCKEY 21 13 0659 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a 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 jointlyowned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION I. Real property located at 896 Baltimore Pike, South Middleton Township,Cumberland County,PA 340,000.00 known as Tax Parcel No.40-15-0201-041,being described in Deed dated January 7, 1955,and recorded in Cumberland County,PA,Deed Book E,Volume 16,Page 377,being conveyed to Keith R. Tuckey and Ernestine L. Tuckey,husband and wife. Keith R. Tuckey died on November 21,2010, leaving title solely vested in Ernestine L. Tuckey. See attached Settlement Statement. TOTAL(Also enter on Line 1,Recapitulation.) $ 340,000.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER ERNESTINE L.TUCKEY 21 13 0659 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1,294 shares,ACNB Corporation(CUSIP 000868109) 22,095.05 See attached valuation. 2. PNC Investments,Account No. 097-994093 244,388.70 See attached. TOTAL(Also enter on Line 2,Recapitulation) $ 266 483.75 If more space is needed,insert additional sheets of the same size REV-1508 EX-(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: ERNESTINE L. TUCKEY 21 13 0659 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Investments Checking Account No. 51-1293-6367 30,054.78 See attached. 2. Cash, PNC Investments Account No.097-994093 16,330.27 See attached. 3. New York Life Annuity,Policy No. 52151398 123,088.76 Annuity payable to the Estate. See attached. 4. Allstate Life Insurance Company, Contract No.ALL0108238 100,727.56 Annuity payable to the Estate. See attached. 5. Highmark-refund 496.71 6. Chapel Pointe-refund 540.00 7. Coins and cash in home 1,107.31 8. Proceeds from sale of guitar 75.00 9. Cordier Auctions&Appraisals-proceeds from sale of personal property and household goods 52,208.80 10. Passiton Consignment-proceeds from sale of jewelry 2,002.90 11. Foremost Insurance-homeowner's insurance refund 1,970.00 12. Peters Orchard-corn harvest 1,400.00 13. County tax proration 133.86 14. School tax proration 1,544.04 TOTAL(Also enter on Line 5,Recapitulation) $ 331 679.99 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX-(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ERNESTINE L. TUCKEY 21 13 0659 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: 1. R ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Vincent Warren 15,572.50 Street Address 1382 Mount Tabor Road City Gardners State PA ZIP 17324 Year(s)Commission Paid: 2013/2014 2, Attorney Fees: Martson Law Offices 31,895.00 3, Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City Stale ZIP Relationship of Claimant to Decedent 4. Probate Fees: Register of Wills,Cumberland County 618.50 6 Accountant Fees: 6. Tax Return Preparer Fees: 7. The Sentinel- legal advertising 210.78 8. Cumberland Law Journal- legal advertising 75.00 9. Stock valuation reports 3.55 10. Copies of property plan 1.22 11. Keen Insurance-homeowner's insurance pending sale of real estate 3,007.00 12. Adams Electric-pending sale of real estate 247.81 13. Adams Electric-final invoice 66.51 14. Robert Cairns-real estate taxes pending sale of real estate 2,118.70 15. Davies Tractor World-tractor repair 130.04 16. Gary Guise-lawnmowing pending sale of real estate 150.00 17. Transfer Tax- sale of real estate 3,400.00 18. Robert Cairns-tax certification 10.00 TOTAL(Also enter on Line 9,Recapitulation) $ 83 429.11 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent ERNESTINE L.TUCKEY 21 13 0659 Decedent's Name Page 1 File Number Schedule H - Funeral Expenses &Administrative Costs-B1 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s)of Personal Representative(,) Kimberly Ridinger 15,572.50 Street Address 2675 Biglerville Road City Gettysburg state PA ZIP 17325 Year(s)Commission Paid: 2013/2014 SUBTOTAL SCHEDULE H-B1 15,572.50 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ERNESTINE L.TUCKEY 21 13 0659 Decedent's Name Page 2 File Number Schedule H - Funeral Expenses &Administrative Costs -B7. ITEM NUMBER DESCRIPTION AMOUNT 19. Cordier Auctions&Appraisals-commission from sale of real estate 10,200.00 20. Register of Wills-additional probate 150.00 SUBTOTAL SCHEDULE H-B7 10,350.00 REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER ERNESTWE L.TUCKEY 21 13 0659 Report debts incurred 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. Millennium Pharmacy-account payable 91.09 TOTAL(Also enter on Line 10,Recapitulation) $ 91.09 If more space is needed,insert additional sheets of the same size. REV-1513 EX.(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ERNESTINE L. TUCKEY 21 13 0659 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS [Include out'ght spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Vincent Warren Collateral 170,928.71 1382 Mount Tabor Road 115 of residue Gardners,PA 17324 2. Janet Knouse Collateral 170,928.71 122 Pohl Street,Box 549 115 of residue Arendtsville,PA 17303 3. Lorraine T. Barbour Collateral 170,928.71 136 Park Street,Box 123 115 of residue Bendersville,PA 17306 4. Kimberly Ridinger Collateral 170,928.71 2675 Biglerville Road 115 of residue Gettysburg, PA 17325 5. Keith Wolff Collateral 56,976.24 1106 Tree Fern Place 1/15 of residue Virginia Beach, VA 23451 6. Suzanne Kuhn Collateral 56,976.23 580 University Drive 1115 of residue Biglerville,PA 17307 7. Pamela Wagner Collateral 56,976.23 50 West Hanover Street,Box 663 1115 of residue Biglerville,PA 17307 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. H. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. FWILESCIients\10589 Tuckcy\10589.I.w.will.2008 LAST WILL AND TESTAMENT I, ERNESTINE L. TUCKEY, of South Middleton Township, Cumberland County, Pennsylvania,being of sound and disposing mind and memory,do hereby make,publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes(whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. Ifmy husband shall survive me by thirty(30)days,then I give,devise and bequeath all of my estate, both real and personal property, unto my husband, KEITH R. TUCKEY, absolutely. 3. In the event my husband shall predecease or fail to survive me by thirty(30)days,then I give such items of personalty as are itemized in a certain list,if any,attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. 4. In the event my said husband, KEITH R. TUCKEY, shall predecease or fail to survive me by more than thirty(30)days,then I give,devise and bequeath all the rest,residue and remainder of my estate, both real and personal property in equal shares as follows: a. One share to my nephew,VINCENT WARREN,provided that should he predecease me, this share shall be distributed to his issue, per stirpes; and in default of any such then-living issue, such share shall be added to the remaining shares bequeathed herein; b. One share to my sister-in-law, JANET KNOUSE, provided that should she predecease me,this share shall be distributed to her issue,per stirpes;and in default of any such then- r, /, 7] — [Initialsials Page 1 of 4 Pages / living issue, such share shall be added to the remaining shares bequeathed herein; C. One share to my sister-in-law,LORRAINE T.BARBOUR,provided that should she predecease me, such share shall be added to the remaining shares bequeathed herein; d. One share to my niece,KIMBERLY RIDINGER,provided that should she predecease me, this share shall be distributed to her issue, per stirpes; and in default of any such then-living issue, such share shall be added to the remaining shares bequeathed herein; e. One share to be divided equally between the surviving children of my deceased sister- in-law,HELEN WOLFF,to wit: KEITH WOLFF, PAMELA WAGNER and SUZANNE KUHN. 5. I nominate, constitute and appoint my husband, KEITH R. TUCKEY, as Executor of my estate. In the event he is unable or unwilling to so act,then I appoint my sisters-in-law,LORRAINE T.BARBOUR and NADINE T.OYLER,as Co-Executors of my estate. In the event either is unable or unwilling to so act, then the other shall act alone. Should both LORRAINE T. BARBOUR and NADINE T. OYLER be unable or unwilling to so act,then I appoint KIMBERLY RIDINGER and VINCENT WARREN, as Co-Executors of my estate. In the event either is unable or unwilling to so act, then the other shall act alone. 6. I direct that all fiduciaries acting under this Will,whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 7. I authorize and empower my fiduciaries, in their sole and absolute discretion,to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate;to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any nitials] Page 2 of 4 Pages share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my fiduciaries consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executor and his successors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. �'nn IN WITNESS WHEREOF I have hereunto set my hand and seal this o? 7`K`` day of UU &Restine L. Tuckey SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,as and for her Last Will and Testament,in the presence of us,who at her request, have hereunto subscribed our names as Is thereto, in the presence of the said Testatrix and of each other_.{ Q.Le<a— tF/Yv Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We,Emestine L.Tuckey,NOV.Otto III,and al_t_�1� ,the Testatrix and the witnesses,respectively,whose names are signed to the foregoing instrument,being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly,and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older,of sound mind and under no constraint or undue influence. E L. Tuckey, Testatrix Witness Witne s Subscribed,sworn to and acknowledged before me by Ernestine L.Tuckey,the Testatrix,and subscribed and sworn to before me by N L T.o V.Otto III and lk2XU a'rn o" ,the witnesses, this X'�7ayof4tt'cjsf , 02008 . 111IZA, OA Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL Corrine L. Myers,Notary Public Carlisle Borough,Cumberland County I My commission expires May 27,2011 Page 4 of 4 Pages �tll.T �Ilitlli A. Settlement Statement (HUD-1) OMB Approval No.2502-0265 FINAL B Type of Loan 1.❑FHA 2.❑RHS 3.❑Conv.Unins 6.File Number: 7.Loan Number: 8.Mortgage Insurance Case Number: 201346Ny.W.PR0 4.[-]VA 5.❑Conv.lns. C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agents are shown.Items marked 'yp.o.cy'were paid outside the closing:they am shown here for informational purposes and are not included in the totals. D.Name 8 Address of Borrower: E.Name 8 Address of Seller: F.Name 8 Address of Lender: W.W.Properties,LLC Estate of Ernestine L.Tuckey The Bank of Landisburg 1101 Myerstown Road,Gardners,PA 17324 100 Nonh Carlisle Street,P.O.Box 179, Landisburg,PA 17040 G.Property Location: H.Settlement Agent: I.Settlement Date:10/08/2013 896 Baltimore Pike Banc Scherer LLC Disbursement Date:10/08/2013 Gardners,PA 17324 19 West South Street,Carlisle,PA 17013 South Middleton Township Telephone:717-249M73 Fax 717-249-5755 Place of Settlement: TitleExpress 19 West South Street,Carlisle,PA 17013 Printed 10/08/2013 at 10:52 am by ALF -100. Orosmmiltu"hom9orthim 4011. Glow Amount Dwb ONW 101. Contract sales price 340,000.00 401. Contract sales true 340,000.00 102. Personal property 402. Personal property 101 Settlement charges to borrower(line 1400) 10,946.00 403, 104. 404. 105. 405. Adjustments for items paid b seller In advance Adjustments for items paid by seller in advance 106. Cityllown taxes to 406. Cityhown taxes to 107 County taxes 10/08/2013 to 1213112013 133.86 407. County takes 10/08 013 to 12131013 1375 108. Assessments to 408. Assessments to 109. School taxes 10/0812013 to 0613012014 1,544.04 409. School taxes 10108013 to 0613012014 1,544,04 110. 410. 111. 411. 112. 412, 120. Gross Amount Due from Borrower 352,623.90 420, Gross Amount Due to Seller 31,677.90 ,=. Amounts Paid by orb eahnllofestfowar I 100. lbdudbtwbAmoum Dwbeallar 201. Deposit a earnest money 20,00000 501. Excess deposit(see insimctions) 202. Principal amount of new loan(s) 340,000.00 502. Settlement charges to seller(line 1400) 60,610.00 201 Existing loaril taken subject to 503. Exlstin loos taken sub ect to 204. 504. Payoff of first mortgage loan 205. 505. Payoff of second mortgage loan 206. 506. 207, 507. 208. 508 209. 509. Adjustments for Items unpaid b seller Adjustments for Items unpaid b seller 210, Citynown taxes to 510, Cityltown takes to 211. County taxes to 511. County taxes to 212. Assessments to 512, Assessments to 213. 513, 214, 514, 215, 515. 216. 516. 217. 517. 218. 518. 219, 519. 220. Total Pald b Ifor Borrower 360,000.00 520. Total Reduction Amount Due Seller 60,610.00 000. Cash etsowwwdfmMbe4meswr - 'Ill Cwt at0aBWmom bfltvm tlaW " 301. Gross amount due from borrower(line 120) 352,623.90 601. Gross amount due to seller(line 420) 341,677.90 302. Less amounts paid by/for borrower()me 220) 360,000,00 602. Less reductions in amount due seller(line 520) 60,610,00 303. Cash ❑ From ❑X To Borrower 7,376.10 603. Cash [j] To ❑ From Seller 281,067.90 w o.I d„rv.S.-1.1r.nnorne domAim,ma� rvdwma..nnn.o.ss.,.d,do mssmwr.=m.m.w,r Tm.,.d.w�.d1.1..1M��..,.:se .,:ao. Premous editions are obsolete Page 1 of 4/ .I(.�1 ,�p•yam HUD-1 t \ cTl..l r l I L.Settlement Charges TOa TOWRWEMSMarcOLlrFws 1•Pal From I Pal Fro m 'DlrlsiondoamOselon line esk0ows: , - - Borrower's Seller's 701. $0.00 b Funds at Funds at. 702. SO.OD to Settlement Settlement 703. Canmisslon paid at settlement "am ftm in CAaMdkn MM LAM 801. Ourorlynationcharge (Includes Donation Pohl 0.ODD%a$0.00) $1,700.00 (from GFE#1) 802. Your credit or charge(Pants)to the specific intereel rate chosen $ (horn GFE#2) 801 Your adjusted origination charges (from GFE A) 1,700.00 804. Appraisal fee(2) to The Bank of Landis (Iran GFE#3) 1,875.00 805, Credit report to from GFE#3 806. Tax service to from GFE#3 807. Fbnd Determinations to The Bank of Landisbu (from GFE 93) 30.00 808. Document Prep Fee to The Bank d LandisW (from GFE#3) 150.00 NIL MW ftqtikW bvLwAWr lo be led In Adrom - ,. - 4 11, - - 901. Dally Interest cftwges from tram 10/082013 to 11/012013 @$0.001day (from GFE#10) 902. Mat Insurance ium months to from GPE#3 903. Horeownefs Insurance rtronths to from GFE#11 904. months to hart GFE#11 y . . 1001.Initial deposit for your esaov account (born GFE#9) 1002. Fkmeownersinsurace months P S Arlonth 1003.MoNigagelristnance months tD$ #rronU 1004.Property taxes months @$ #ronth 1005. months 90$ Imonih 1006.Assessments months ID,S 0.00/monih $ 1007.Aggregate Adjustment $ Vtft Tiils 1- -- 1101.Title services and lenders title Insurance from GFE 94 260.00 1102.Settlement a dosing fee to $ 1103.pwners title insurance from GFE 95 2,100.00 1104.Lenders this Insurance $225.00 1105.Lenders Cide policy limit 5340,000.00 Lenders Policy 1106.Owner's Utle policy limit 5340,000.00 Owners Policy 1107.Agenfs portion of the total title Insurance premium $1,91250 1108.Underwriters portion of the total title Insurance premium $412.50 1109. 1200.Gouram"RWOMWO led TMWK 'I 1201.Govemmenl recording charges 5 (from GFE#7) 162.00 1202.Deed$67.00 Mort $95.00 Release$ 1203.Transfer taxes S (from GFE 98) 3,400.00 1204.CO/County tax/stamps Deed$3,400.00 Mat $ 1205.State Taxistamps peed S3400.00 Mortgage$ 3,400.00 1206. Deed S Mat $ 1207. $ 1208.Additional Mortgage Recording 95.00 1100.AdOwlil OedismW Omm 1301.Required services Nat you can strop for (imm GFE#6) 1302.Tax Certification to Robed Cairns,Tax Collector 10. 1303. Inheritance Tax Escrow to Badc Scherer LLC 47,000. 1306.2013 Canty ownshlp Tax to Rooted Calms Tax Collector $574.82 P.O.C.S' 1305.2013-14 School Tax to Roberl Cairns,Tax Collector $2,118.70 P.O.C.S' 1306.Auction Commission to Conder Auctions 8 Appraisals 10,200. 1307.Attorneys Fees to Bark Scherer LLC 1,174.00 �� � � 10,946.00 60,610.00 'Paid outside ol dosing by(B)onorrer,(S)eller,(L)ender,(0nvestor,9ro(K)er.-Credit by lender shown on page 1.-Credit by seller shown on pale 1. Previous editions are obsolete Page 2 ot 4 HUD-1 oft3ood FaNh lFathrsMe aMla0.1 'Oood FAM Ell it NOD-i TAM GnIrelYraeeta .HMI LImwtur*w -� � - A 0.00 1,700.00 Oww lac poMe) alhe epetlAO Merest rule cholal i 0.00 0.00 our WOnahnn A - 0.00 1.700.00 tezea 0.00 3,400.00 I - ti ehlCmirotMrerelee Mon TAen11% Decd FMBEMIrii- "M30.00 a 1 1 - - 0.00 A 0.00 A 0.00 ent p e - A B 0.00 A 0.00 Owners A 1 0.00 A A 0.00 4,577.00 r 4.577.00 or 998.9999% That Can L. Good FAMEBOOMe t Wi WWMPM for Your" ail soocud A ON 0.00 0.00 A 0.00 0.00 kwlaKM A 0.00 0.00 A A Loan Terms our mw icai maluri 5 aOrlOan yermde years IYalrkYtid klmreaf rebY % oW* tiflai ermN Plead Ads Masotti,and my maroge $ includes Is ❑Principal - ❑Interest ❑Mortgage Insurance ya.k knell Me dae9 ❑X No. ❑Yes,it can rise to a maximum of %. The first change will be m I I and can change again every years after I / . Every change dale,your Interest rate can increase or decrease by %. Over the life of the loan,your interest rate is guaranteed to never be lower than %or higher than %. i, FyoO nW¢pymerMmWrle.anYOVlam OalahatYft ❑X No. ❑Yes,it can rise to a maximum of A you make Permits on fkne,an your ffcrA yapaaM owed fM ❑X No. ❑Yes,the first increase can be on I / and the monthly ,keersLaM ambape Yuuerlae iNeY - amount owed can dse to8 The maximum It can ever rise to is$ yW6Mh two apopwyrnast pow QNO, El Yes.your madmumprepayment penalyiss yawben Aeve a heAam Parma ❑X No. ❑Yes,you have a balloon payment of b due In years on I / OW morAAy wheat oeed including lacteal a000udDeYrwraa ❑X You do not have a monthly escrov payment for Hams,such as pmpehty taxes and hommorr fs Insurance. You must pay these Items directly yourself. - ❑You have an additional monthly escron payment of s that results in a total Initial monthly amount aped of$ This Includes principal,interest, .. any mortgage insurance and any Hems checked below. ❑Property taxes ❑Hoamov nees insurance ❑Flood Insurance ❑ r ❑ ❑ Note: If you have any questions about the Senlement Charges and Loan Tens listed on this form,please contact your lender. - Previous editions are obsolete Page 3 of 4 HUD-1 1 Signature Page HUD CERTIFICATION OF BUYER AND SELLER 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. r �� e � W W.Properties,LLC S E- staid of Emesune L.ry The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction.I have caused or will cause the funds to be d rse0 in accoMance w/th�this state t. SETTLEMENT AGENT DATE WARNING:IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE 18:U.S.CODE SECTION 1001 AND SECTION 1010. Previous editions are obsolete Page 4 of 4 HUD-1 Iteriiization of Line 1101 Name of Borrmec Name of Seller File Number: W.W.Properties,LLC Estate of Emestine L.Tuckey 2013A61WAPRO Prepared 1 010 812 01 3 at 10:52 am Note:This page displays an itemization of the charges shown on line 7101 of the HUD-1 Settlement Statement This page accompanies but is not a part of the HUD-1 Settlement Statement.If a discrepancy exists,the Information on the HUD-1 Settlement Statement applies. W,Bomssts a,. ,.Seller: 1101.Title services and lenders title insurance to 260.00 0.00 Overnight Mailing to Banc Scherer LLC IS 1500 Bonower Notary Fees to Cash $ 20.00 Bonower Subtotal $ 35.00 1102.Settlement or closing fee to $ 0.00 Manual 1104.Lenders title insurance to Baric Scherer LLC $ 225,00 Borrower iWILMrAWciadh ohm on p s.r.00C.PaW OuIeWe Clwln Previous editions are obsolete Page 1 of 1 MUD-1 Estate Valuation Date of Death: 05/30/2013 Estate of: Ernestine Tuckey (10589.1) Valuation Date: 05/30/2013 Account: ACNE Processing Date: 06/27/2013 Report Type: Date of Death Number of Securities: 1 File ID: 10569.1.tucY.ey.acnb Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 1294 ACNB CORP (000868109) COM OTC Bulletin Board 05/30/2013 17.00000 16.77000 H/L 16.885000 Div: 0.190000 Ex: 05/29/2013 Per: 05/31/2013 Pay: 06/14/2013 + 0.190000 17.075000 22,095.05 Total Value: $22,095.05 Total Accrual: $0._00 Total: $22,095.05 Page 1 This report was produced with Estateval, a product of Estate Valuations b Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.3.1) Aug. 22, 2013 10:50AM PNC Bank No. 8527 P. 1 June 30,2013 Donna Pollock donna.pollockopnc.com RE: 097-994093/Ernestine Tuckey(Individual) Dear Donna The value of the above-referenced account on May 30th,2013 is as follows: Symbol DOD Accrued Amount Descrl tion Cuslp PkCce DODValue! Interest 16,330.270 FEDERATED PRIME CASH OBLIGATIONS IQPRXQ $ 1.00 $ 18,330.27 21,576.010MFS MUNICIPAL PENNSYLVANIABD CLA MFPAX $10.57 $ 228,058.43 ALLSTATE LIFE INSURANCE COMPANY ' NEW YORK LIFE INS&ANNUITY CO ' _., $ 244,388.70 $ Grand Total(Market Value+Accrued Interest 1 1 $ 244,388.70 1. •Please note the carrier must provide the date-of-death value of the annuity. PNC Investments serves the broker/dealer. •Note:DOD price is based off the closing price on the day the client has passed away,it this Is a non-business day the price will be taken from the previous business day's closing price. If you have any questions,please contact our Estate Resolution Desk at 800-622-7086. Sincerely, Ankit Patel PNC Investments,LLC. Estate Resolulion Desk The summaries,prices,quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed.They are provided for informational purposes only. Past performance does not guarantee future results. sJA [� ly, a JUN-28-2013 16:02 Prom:7174e68767 PNC MOUNT HOLLY BRPNCH Pase:111 Jun. 28. 2013 3:26PM PNC Bank No, 7390 P. 2 . C June 28,2013 Judy Yaw l'NC 13ank . Mt Holly Branch it£_ Ernestine L Tuckey SSN: 201-18-7887 DOD: 05/30'2013 Dear Sir/Madam: lri response to your request for Date of Death(DOD)balances for the customer noted above,our records Show the following. Checking Account . Account#5112936367 Established: 04/10011 ERNESTINE L TUCKEY VINCENT W'WARREN REP PAYEE DOD balance: $30,0502+016 accrued interest Investment Account The decedent maintained Investment Account 97994093. For finther information,you may call the .Brokerage Department at 1-800-762-6111_ Please note that this office provides date of death balances for deposit accounts(IRAs,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,N.A. Member FDIC This message is intended far the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt front disclosure under applicable law. If the reader of this massage is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient,you are hereby notified that any dissemination,distribution or copying of this communications is strictly prohibited 1f you have received this communication in error,please notify me immediately by reply or by telephone at 800 762-2775 and immediately destroy this faxed document Page 1 of I %A inner of the DALB-ILR Ser'ice Award from :-xa xm....-::<:x.r:• -1000-201, September 5, 2013 Mattson Law Offices Attn: Melisssa A. Scholly, Estates Paralegal 10 East High St. Carlisle, PA 17013 Re: Policy: 52151398 Decedent: Ernestine L.Tuckey Dear Ms. Scholly: We have received your request for information and the executors'release authorization. A copy of the correspondence is enclosed. Please find the information requested below. Date of Death Value (5/30/13) ` $ 123,088.76 The amount above represents the accumulation value as of the date of death. The policy was a Fixed Deferred, Non-Qualified Annuity. If you have any questions or concerns, our Client Services Representatives are available Monday through Friday from 8:30 a.m. to 5:30 p.m. Eastern Time at 1-800-762-6212. Sincc�e//re 7U ly, �/, � (, � 04 Michele C. Grant Annuity Service Associate Enc. New York Life Annuity Service Center•P.O.Box 9859 a Providence,RI 02940 a 1-800-762-6212 Annuities are issued by New York Life Insurance and Annuity Corporation(NYLIAC)(A Delaware Corporation) Variable annuities are distributed by:NYLIFE Distributors LLC,Member FINRA/SIPC NYLIAC and NYLIFE Distributors LLC are wholly owned subsidiaries of New York Life Insurance Company 51 Madison Ave,New York,NY 10010 s,( . E-- t Ls--(L i V1 3 8/30/2013 4 : 25 : 47 PM Page 2 QAllstate Llfe Insurance Company Allstate. T peks, KS 66675-8565 You'll:in goad Ilands, August 30,2013 liiii illllllllllllllllllllilllll MELISSA A SCHOLLY MARTSON LAW OFFICES 10 E HIGH STREET CARLISLE, PA 17013 Re: Contract Number: ALL0108238, ERNESTINE L TUCKEY Dear Ms Scholly: Allstate Life Insurance Company strives to maintain high quality standards and deliver exceptional customer service each and every time you do business with us. The value of the above contract on May 30,2013 was $100,727.58. The earnings on the contract as of the same date were$25,727.5e. An IRS Form 1099R for the Death Benefit paid to the Estate will be issued in January 2014. We appreciate your business and are pleased to have the opportunityto service your financial needs- If you have additional questions, please call our toll-free Service Center number at 800-457-7617. Our service representatives are available to assist you from 7:30 AM to 5:00 PM Central Time. Sincerely, Allstate Life Insurance Company The variable annuity Is Issued by Allstate Ufa Insuraic,Company.This statement Is provided an behalf al Allstate Distributors,LLC,as prirulpal underwriter,which acted es agent for Allstate luYe Insurenca Company.Allstate Dismbutors,LLC is not and is not requi red to be,s member of the securities Investor Protection Corparalian(SIPCj.Anrullles are net insured by the FDIC,nor are they deposits or other obligations or guaranteed by any depository instituti on.Variable emu"2 she subject to i ms atment nek,including the possible lose of the principal invested.