HomeMy WebLinkAbout03-24-14 1505611185
REV-1500 EX(02.11)(FI)
OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual lazes County Code Year File Number
PO BOX 260601 INHERITANCE TAX RETURN 21 14 22
Harrisburg,PA 1712"601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Dale of Death MMDDYYYY Dale of Birth MMDDYYYY
12112013 08301928
Decedent's Last Name Suffix Decedent's First Name MI
LANKARD WANDA L
(If Applicable) Enter Surviving Spouse's Information Below
Spouses 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 BOXES BELOW
® 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(Date of Death
Prior to 12-13-82)
❑ 4. Limited Estate ❑ 4s. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Return Required
death after 12-12-82)
® 6. Decedent Died Testate ❑ 7. 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 ❑ 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
VICKY ANN TRIMMERQ 717-620-24A0 _
REGISTER OF WILLS1ISE ONLY-- f1T n
a � x O O 'I
mss s ins
First Line of Address :Z� b. r N —t r7
r— Zrn rn 0
PERSUN & HEIM, PC z Cn 1 0 0
Second Line of Address OC'> O 3 T -T
PO BOX 659 rV f C2 tt
City or Post Office State ZIP Code D -€FILED N O i.
t� - i
MECHANICSBURG PA 170550659
Correspondent'se-mailaddress: VATRIMMER@PERSUNHEIM- COM
Under penalties of pehury,I declare that I have examined this return.Including accompanying schedules and statements.and to the best of my knowledge end belief,
It is true.Gomez nd complete.Declaration of reparer other than the personal representative Is based on all Information of which preparer has any knowedge.
SIG NATU P 151- R F17 RETURN /N/ DATE
A96RE,SS k�
GER LD LANKARD, JR. PO BOX 374 , MILLHEIM, PA 16854
SrrjRE PR RER7}. OTHER THAN REPRESENTATIVE 3 I((I DATE
k �/_� l�
ADDRESS
VICKY ANN TRIMMER PO BOX 6591 MECHANICSBURG, PA 17055
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505611185 OM46473.aoo 1505611185 j ( �
J 1505611285
REV-1500 EX(FI)
Decedent's Social Security Number
Decedent's Name: L A N K A R D 1.1 d NDA
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 192,642 •00
2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2 0.00
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , . , , 3 0 •00
4. Mortgages and Notes Receivable(Schedule D) , , . . . . . . q 0 • 00
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5. 52n611.00
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested , , , , 6, 0• 00
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested . . . . 7. 0.00
8. Total Gross Assets(total Lines 1 through 7) , , , , , , , , , , , , , , , , 8 2451253 -00
9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9, 5,756 • 00
10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) , , , . , , . . . 10 1,317-00
11. Total Deductions(total Lines 9and 10). . . . . . . . . . . . . . . . . . 11 7,073 • 00
12. Net Value of Estate(Line 8 minus Line 11) . . , , , , , , . . . . 12 238,180-00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , 19 0 •00
14. Net Value Subject to Tax(Line 12 minus Line 13) , 14. 2381180.00
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 LI- 0 . 00 15. 0 . 00
16. Amount of Line 14 xable
at lineal ratex.o 4
238,180 - 00 16. 10,718 -00
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 .00
18. Amount of Line 14 taxable
at collateral rate X.15 11 -00 t 8. 0.00
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 10,718 . 00
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Side 2
1505611285 1505611285
OM4648 3.000
a
REV-1506 EX(FI) Page 3 File Number
Decedenrs Complete Address: 21 14 22
DECEDENTS NAME
STREET ADDRESS
5254 MEA
CUMBERLAND
CITY STATE 7JP
IMECHANICSBURG PA
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 10,718-00
2. Credits/Payments
A.Prior Payments 11,194-0
B.Discount 536.00
Total Credits(A+8) (2) 12,530.00
3. Interest
(3) _ 11-011
4. If Line 2 is greater than Line 1+Line 3,enter the difference.This Is the OVERPAYMENT.
Fill in box on Page 2,Line 20 to request a refund. (4) 1,812. 00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00
Make check payable to: REGISTER OF WILLS,AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred . . . . . . . . . . . . . . . . . . . . . . . . ❑
b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . ❑
c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑
d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . . ❑ EZ
2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑
3. Did decedent own an-in trust for-or payable-upon-death bank account or security at his or her death? ❑
4. Did decedent own an individual retirement account,annuity,or other non-probate property,which ED contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ly
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 172 P.S.§9116(a)(1A)(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)If)).The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements far disclosure of assets and
filing a tax return are still applicable even H 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 PS.§g116(a)(1.2)).
• The tax rate Imposed on the not 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 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.
OM4071 2.006
REV-IW2 EX-11242)
pennsylvania SCHEDULE A
tMPARR.SNTOFREVENtIE
MEARANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Wanda L. Lankard 21 19 22
All real property owned solely or as a tenant In common must be reported at fair merkat value.Fair market value Is defined es the price at which property
would be exchanged between a willing buyer and a willing seller,neither being oomtreiled to buy or Sae,both having reasonable knowledge of the relevant facts.
Real property that is jotnttyawned with right of surAvorstdp 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 downed as tenant In common, VALUE AT DATE
NUMBER DESCRIPTION
OF DEATH
1. 5254 Meadowbrook Drive
Tax Parcel No. 10-17-1033-117 192,642
TOTAL (Also enter on line 1,Recapitulation.) E 192,642
2w4695 2.000 If more space Is needed,use additional sheets of paper of the same size.
+ REVq Spa E%.(0612)
pennsylvania SCHEDULE E
CEPFRfhiENTOF REVENUE CASH, BANK DEPOSITS&MISC.
RES�cFM�DECEDENrNR" PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Wanda L. Lankard 21 14 22
Include the proceeds of litigation and the date the proceeds were received bythe estate.
All property jointly owned with tight of survivorship must be disclosed on Schedule F.
ITEM _ VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
t Copay refund 20
2 Heartland Healthcare Refund 159
3 Members First #34930-00 124
4 Members First #34930-11 2,412
5 Members First #34930-02 200
6 MET #494445 3,751
7 MET #15004200926507 1,047
8 MET #9849870739
CUSIP: c 42,328
9 Personal Property 2,570
See attached appraisal
TOTAL(Also enter on line 5,Recapitulation) E 52,611
2w46AD Zaps If more space Is needed,use addhbnal sheets of paper of the same size.
REV-1511 Ex-00-09)
pennsylvania SCHEDULE H
WPARTWff0F REVENUE FUNERAL EXPENSES AND
MIeMKE TAX RENRN ADMINISTRATIVE COSTS
RESK*M DECEDEM
ESTATE OF FILE NUMBER
{Panda L. Lankard 21 14 22
Decedent's debts must be reported on Schedule I,
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
f, Malpezzi Funeral Hiome 3,337
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representailve(9)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attorney Fees: 2,000
3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation,)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 419
5. Accountant Fees:
6. Tau Return Preparer Fees:
7.
None
TOTAL Also enter on Line 9,Recapitulation S 51756
9W4&Ad 2.000 If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX.(1212)
pennsylvania SCHEDULE I
DEPPRThEMOF REVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RE URN M
RESIDENT DECEDENT ORTGAGE LIABILITIES & LIENS
ESTATE OF FILE NUMBER
Wanda L. Lankard 21 14 22
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' WS EMS
1,007
2 PPL
310
TOTAL(Also enter on Line 10,Recapitulation) E 1,317
2w46AH 2.000 If more space is needed, insert additional sheets of the same size.
REV-1573 EX+( SCHEDULE J
Pennnsns ylvania
0EPARTNENT'OF REVENUE BE ERC( R IcS
INHERITANCE TAX RETURN
RESIDENTOECEDENT
ESTATE OF: FILE NUMBER:
Wanda L. Lankard 21 1422
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustae(s) OF ESTATE
( TAXABLE DISTRIBUTIONS(Include outright spousal distdhutions and VensWrs under
Sec.9116(a)(1.2).]
1. Gerald M. Lankard, Jr.
PO Box 374
Millbeim, PA 16854
One Quarter of Residue: 59,545 Son 59,545
2 Marsha D. Pentz
256 Silver Spring Road
Mechanicsburg, PA 17050
One Quarter of Residue: 59,545 Daughter 59,545
3 Diane S. Lankard
5254 Meadowbrook Drive
Mechanicsburg, PA 17050
One Quarter of Residue: 59,545 Daughter 59,545
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF 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:
t.
a CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1 500 COVER SHEET. $ O
9W46AI 2.000 If more space Is needed,use additional sheets of paper of the some size.
Estate of: Wanda L. Lankard 21 14 22
Schedule J Part 1 (Page 2)
Item
No. Description Relation Amount
4 Michael D. Lankard
544 Wilson Street
Jersey Shore, PA 11740
One Quarter of Residue: 59,545 Son 59,545
LAST WILL
OF
WANDA L. LANKARD
Jeffrey R. Boswell, Esquire
Boswell, Tintner,Piccola&Wickersham
315 North Front Street
Harrisburg,Pennsylvania 17101
(717)236-9377
LAST WILL AND TESTAMENT
OF
WANDA L. LANKA"
Introductory Clause. I, WANDA L.LANKARD,a resident of and domiciled in the
Township of Hampden,County of Cumberland and Commonwealth of Pennsylvania, do hereby
make,publish and declare this to be my Last Will and Testament,hereby revoking all Wills and
Codicils at any time heretofore made by me.
I am married to GERALD M. LANKARD.
I have four living children:MARSHA PENTZ;DIANE LANKARD;MICHAEL
LANKARD; and GERALD LANKARD, JR.
ITEM I
Direction to Pay Debts. I direct that all my legally enforceable debts, secured and
unsecured,be paid as soon as practicable after my death. If at the time of my death any of the
real property herein devised is subject to any mortgage, I direct that the devisee taking such
mortgaged property shall take it subject to such mortgage and that the devisee shall not be
entitled to have the obligation secured thereby paid out of my general estate.
ITEM H
Direction to Pay All Taxes from Residuary Estate. I direct that all estate,inheritance,
succession, death or similar taxes(except generation-skipping transfer taxes)assessed with
respect to my estate herein disposed of, or any part thereof, or on any bequest or devise contained
in this my Last Will(which term wherever used herein shall include any Codicil hereto),or on
any insurance upon my life or on any property held jointly by me with another or on any transfer
made by me during my lifetime or on any other property or interests in property included in my
estate for such tax.purposes be paid out of my residuary estate and shall not be charged to or
against any recipient,beneficiary,transferee or owner of any such property or interests in
property included in my estate for such tax purposes.
ITEM III
General Bequest of Personal and Household Effects With a Precatory
Memorandum. I give and bequeath all my personal and household effects of every hind
including but not limited to furniture, appliances, furnishings,pictures, silverware, china, glass,
books,jewelry,wearing apparel,boats,automobiles, and other vehicles, and all policies of fire,
burglary,property damage, and other insurance on or in connection with the use of this property,
to my husband, GERALD M.LANKA", if he shall survive me. If my husband shall not
survive me,I give and bequeath all this property to my children surviving me, in approximately
equal shares;provided,however,the issue of a deceased child surviving me shall take per stirpes
the share their parent would have taken had he or she survived me. If my issue do not agree to
the division of the property among themselves,my Executor shall make such division among
them,the decision of my Executor to be in all respects binding upon my issue. I request that my
husband,my Executor and my issue abide by any memorandum by me directing the disposition
of this property or any part thereof. This request is precatory and not mandatory. If any
beneficiary hereunder is a minor,my Executor may distribute such minor's share to such minor or
for such minor's use to any person with whom such minor is residing or who has the care or
control of such minor without further responsibility and the receipt of the person to whom it is
distributed shall be a complete discharge of my Executor. The cost of packing and shipping such
property shalt be charged against my estate as an expense of administration.
ITEM IV
Outright Gift of All Property to Husband,Contingent Gift to Issue. I give,devise
and bequeath all the rest,residue and remainder of my property of every kind and description
(including lapsed legacies and devises)wherever situate and whether acquired before or after the
execution of this Will, absolutely in fee simple to my husband, GERALD M. LANLARD,if he
shall survive me. If he shall not survive me,then I give,devise and bequeath all of the property
to my surviving children in equal shares,namely MARSHA PENTZ, THE LANKARD
FAMILY TRUST FOR THE BENEFIT OF DIANE LANKARD,MICIIAEL LANKA",and
GERALD LANKARD,JR.,provided,however,the then living issue of a deceased child of mine
shall take per stirpes the share their parent would have taken had he or she survived me.
ITEM V
Naming the Executor,Executor Succession,Executor's Rees and Other Matters.
The provisions for naming the Executor, Executor succession, Executor's fees and other matters
are set forth below:
(1) Naming an Individual Executor. I hereby nominate, constitute and appoint as
Executor of this my Last Will and Testament GERALD M.LANKARD and direct that he shall
serve without bond.
(2) Naming Individual Successor or Substitute Executor. If my individual
Executor should fail to qualify as Executor hereunder, or for any reason should cease to act in
such capacity,the successor or substitute Executor who shall also serve without bond shall be
GERALD LANLARD,JR.
(3) Fee Schedule for Individual Executor. For its services as Executor,my
individual Executor shall receive reasonable compensation for the services rendered and
reimbursement for reasonable expenses.
ka W rd Rrtemmt.WAMAL LANKAPD FW3
(4) Naming an Individual Trustee. I hereby nominate,constitute and appoint
MARSAA PENTZ as Trustee of the Lankard Family Trust for the benefit of Diane Lankard
and direct that she shall serve without bond.
(5) Naming an Individual Successor or Substitute Trustee. If my individual
Trustee of the Tankard Family Trust should fail to qualify as Trustee hereunder, of for any reason
should cease to act in such capacity, the successor or substitute Trustee who shall also serve
without bond shall be MICHAEL LANKARD.
(6) Fee Schedule for Individual Trustee. For its services as Trustee,my individual
Trustee shall receive reasonable compensation for the services rendered and reimbursement for
reasonable expenses.
ITEM VI
Definition of Executor and Trustee. Whenever the word"Executor" or"Trustee"or
any modifying or substituted pronoun therefor is used in this my Will, such words and respective
pronouns shall include both the singular and the plural, the masculine,feminine and neuter
gender thereof,and shall apply equally to the Executor or Trustee named herein and to any
successor or substitute Executor or Trustee acting hereunder, and such successor or substitute
Executor or Trustee shall possess all the rights,powers and duties, authority and responsibility
conferred upon the Executor or Trustee originally named herein.
ITEM VII
Powers for Executor and Trustee. By way of illustration and not of limitation and in
addition to any inherent,implied or statutory powers granted to Executors and Trustees generally,
my Executor and Trustee is specifically authorized and empowered with respect to any property,
real or personal, at anytime held under any provision of this my Will: to allot, allocate between
principal and income, assign,borrow,buy,care for,collect, compromise claims,contract with
respect to, continue any business of mine, convey,convert, deal with,dispose of,enter into,
exchange,hold,improve, incorporate any business of mine, invest,lease,manage,mortgage,
grant and exercise options with respect to,take possession of,pledge,receive,release,repair,
sell, sue for, to make distributions or divisions in cash or in kind or partly in each without regard
to the income tax basis of such asset, and in general,to exercise all the powers in the
management of my Estate which any individual could exercise in the management of similar
property owned in his or her own right,upon such terms and conditions as to my Executor and
Trustee may seem best, and to execute and deliver any and all instruments and to do all acts
which my Executor and Trustee may deem proper or necessary to carry out the purposes of this
my Will,without being limited in any way by the specific grants of power made, and without the
necessity of a court order.
L. W wATm dWANUAL TANKARD Wgc9
ITEM VIII
The Lankard Family Trust for the Benefit of Diane Lankard
The Tankard Family Trust shall be held,administered, and distributed for the benefit of
my daughter,Diane Lankard,as follows:
(1) Discretionary Payment of Income and Principal to Diane Lankard.
Commencing with the date of my(the Settlor's)death, the Trustee shall pay to or apply for the
benefit of my daughter,Diane Tankard,all net income of this trust and as much of the principal
of this trust in convenient installments in such shares and proportions as the Trustee in its sole
discretion shall determine primarily for the medical care, education, support, and maintenance in
reasonable comfort of my daughter,taking into consideration to the extent the Trustee deems
advisable, any other income or resources of Diane Lankard,known to the Trustee,including
Federal and State public assistance, such as Social Security Administration benefits,Medicaid,
and Supplemental Security Income benefits. Notwithstanding the hereinabove provisions, in no
event is my Trustee obligated to distribute principal for my daughter Diane,but if the Trustee, in
its absolute discretion, decides to do so,in no case shalt the Trustee reimburse any amounts to
the Federal or State governments,agencies,or any subdivision of them.
(2) Final Distribution Upon my Daughter's Death. On the death of my daughter
Diane, the balance of the principal of this trust and any accumulated income shall be paid and
distributed to my(the Settlor's)then living issue,per stirpes.
ITEM IX
Trustee's Discretion in Making Payments to a Person Under Age Twenty-One,
Incompetent,or Incapacitated Person. In case the income or principal payment under any trust
created hereunder or any share thereof shall become payable to a person under the age of
Twenty-one(21), or to a person under legal disability,or to a person not adjudicated
incompetent,but who, by reason of illness or mental or physical disability,is,in the opinion of
my Trustee unable properly to administer such amounts, then such amounts shall be paid out by
my Trustee in such of the following ways as my Trustee deems best: (1)directly to the
beneficiary; (2)to the legally appointed guardian of the beneficiary; (3)to some relative or friend
for the medical care, education, support and maintenance in reasonable comfort of the
beneficiary; (4)by my Trustee using such amounts directly for the beneficiary's care,support and
education; (5)to a custodian for the beneficiary under the Uniform Gifts or Transfers to Minors
Act,
ITEM X
Discretion Granted to Executor in Reference to Tax Matters. My Executor as the
fiduciary of my estate shall have the discretion,but shall not be required when allocating receipts
of my estate between income and principal,to make adjustments in the rights of any
Lan Wm 0dTw O WANDA L LANKA"Page 4
beneficiaries, or among the principal and income accounts to compensate for the consequences of
any tax decision or election, or of any investment or administrative decision, that my Executor
believes has had the effect,directly or indirectly,of preferring one beneficiary or group of
beneficiaries over others;provided,however,my Executor shall not exercise its discretion in a
manner which would cause the loss or reduction of the marital deduction as may be herein
provided. In determining the state or federal estate and income tax liabilities of my estate,my
Executor shall have discretion to select the valuation date and to determine whether any or all of
the allowable administration expenses in my estate shall be used as state or federal estate tax
deductions or as state or federal income tax deductions and shall have the discretion to file a joint
income tax return with my husband.
ITEM XI
Definition of Children. For purposes of this Will, "children"means the Iawful blood
descendants in the first degree of the parent designated; and"issue" and "descendants"mean the
lawful blood descendants in any degree of the ancestor designated;provided,however,that if a
person has been adopted,that person shall be considered a child of such adopting parent and such
adopted child and his or her issue shall be considered as issue of the adopting parent or parents
and of anyone who is by blood or adoption an ancestor of the adopting parent or either of the
adopting parents. The terms "child," "children," "issue," "descendant" and "descendants" or
those terms preceded by the terms "living" or"then living' shall include the lawful blood
descendant in the first degree of the parent designated even though such descendant is born after
the death of such parent.
The term "per stirrpes" as used herein has the identical meaning as the terns "taking by
representation" as defined in the Pennsylvania Probate Code.
ITEM-XU
Simultaneous Death Provision Presuming Beneficiary Predeceases Testatrix. If any
beneficiary and I should die under such circumstances as would make it doubtful whether the
beneficiary or I died first,then it shall be conclusively presumed for the purposes of this Will that
the beneficiary predeceased me.
ITEM)MI
Payment of Funeral Expenses and Expenses of Last Illness of Income Beneficiary.
On the death of any person entitled to income or support from any Trust hereunder, my Trustee is
authorized to pay the funeral expenses and the expenses of the last illness of such person from
the principal of the Trust from which such person was entitled to income or support. I
Last WM and Taimimi of WANDA L LANKARD Pqa 5
ITEM MV
Perpetuities Savings Clause. Notwithstanding anything herein to the contrary, the trusts
created hereunder shall terminate not later than Twenty-one(2l)years after the death of the last
survivor of my husband and issue living on the date of my death(or when this trust becomes
irrevocable, if sooner), when my Trustee shall distribute each remaining trust hereunder to the
beneficiary or beneficiaries of the current income thereof,and if there is more than one
beneficiary,in the proportion in which they are beneficiaries or if no proportion is designated in
equal shares to such beneficiaries.
Testimonium Clause. IN WITNESS WHEREOF,I have hereunto set my hand and
affixed my sea] this 5day of December, 2000.
(SEAL)
WANDA L. LANKARD
Attestation Clause. The foregoing Will bearing on the margin the signature of the Testatrix,
was this Ste`day of December,2000, signed, sealed,published and declared by the Testatrix as
and for her Last Will and Testament in our presence,and we,at her request and in her presence,
and in the presence of each other,have hereunto subscribed our names as witnesses on the above
date.
of
of
i
Lm1 WS and Tut &WANDALLVWX DAged
I
PROOF OF WILL
COMMONWEALTH OF PENNSYLVANIA .
Self-Proving Affidavit
COUNTY OF DAUPHIN
We, WANDA L. LANSARD, and Jeffrey R. Boswell and
Pamela A. Mobius , the Testatrix and the witnesses,respectively, whose names are
signed to the attached or 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 she had signed willingly(or willingly directed another to sign for her), and that she 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, and in the presence of each other,signed the Will as
witness and to the best of our knowledge the Testatrix was at that time eighteen years of age or
older, of sound mind, and under no constraint or undue influence.
"V �
WANDA L.LAffKARD
V it
Witness
Witness
Subscribed,swom to,and acknowledged before me by WANDA L.LANBARD,the
Testatrix and subscribed and sworn to before me by Jeffrey R. Boswell and
Pamela A. Mobius witnesses,this day of December, 2000.
��-i�.. zal)
Notary ublic for Pennsylvania
My Commission Expires: of//j off,
E"O'arw Seet public
sbrg U P n sion Expires Feb.16,
La Ws WT. otw,vmn4LOMARO?W1
"Property Mapper
Cumberland County, PA
PERRY COUNTY �rro
5254 NIFADOWRR
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Copyright 2011 Esri. All rights reserved. Fri Dec 27 2013 11:41:06 AM.
5254 MEADOWBROOK DRIVE
PIN: 10-17-1033-117
Deedbook: 00253-00676
Owner: LANKARD, GERALD M & WANDA L 6OO
Land Use Code: 101
Property Type: R
Acreage: 0.3
Square Feet: 1729 Ip
Taxable Status: T
Clean & Green Status:
Land Assessed Value $: 55400
Building Assessed Value $: 143200
rotal Assessed Value $: 198600
Sale Price $: 44000
Sale Date: Sun Sep 30 1973 08:00:00 PM
Year Built: 1973
Municipality: HAMPDEN TOWNSHIP
ieight in Stories: 2
type of Dwelling: DETACH
3rimary Exterior: Aluminum
3asement Percentage: 50
4ir Conditioning: AC
total Rooms: 6
St
a
MEMBERS 1°
r)MsaA1.CR8MoeaM
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 34930-00
Date Account Established 09/28/1983
Principal Balance at Date of Death $123.63 /
Accrued Interest to Date of Death $0,00 ✓/
Total Principal and Accrued Interest $123.63
Name of Joint Owner Gerald Lankard Sr
Date Joint Ownership Established 0929/1863
CHECKING ACCOUNT: I
Accourt Number/Suffix 34930-11 �
Cato Account Established 02108R000
Pdncpol Balance a!Date of Death $2,412.23
Accrued Interest to Date of Death $0.04
TOW Principal and Accrued:nterest $2,412.27
Name of Joint Owner Gerald Lankar I Sr
Data Joint Ownership Established 02/08/2000
HOLIDAY CLUB ACCOUNT:
Account NumberiSuffpr 34830-02
Date Account Established 01/10/1986 I
Principal Balance at Date of Death $200.02
Accrued Interest to Date of Death $0.00 /
Total Principal and Accrued Interest $200.02
Name of Joint Owner None
VISA CREDIT CARD ACCOUNT
Account Number 467209000D121012
Date os at D t Established Death 0 9/1 911 98 6
Balance at Date of Death $0,00
Joint Cardholder None i
I
MEM ERS FEDERAL CREDIT UNION j
ere Anderson
Lending Insurance Support Specialist
January 31,2014
i
Estate of:Wanda Lankard
Date of Death; 12/11/2013
Social Security Number. 188-22-8181
5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 (800)283-2326 . wwwmemberslsr ozg
v enzon 1 Ivry v enzon I v enzon rviessage 4.enier rage 1 of L
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Email(19) M&T Bank
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Nicrone, Jennifer Ijni«ore@mtb.com I
Thursday,Jan 2311:04 AM I I
M&T Bank
Hi Mr.Lankard,
Here are the date of death balances that you requested. If you should need anything el:
Account# Balance Interest Accrued Total
1494445 $3750.90 .00 3750.90 /
2.150042009265o7 $1046.95 .00 io46.95 a//
3.9849870739 $42328.03 .00 42328.03 ✓
Take care,
Jen
Jennifer Nicrone
Relationship Banker III I M&T Bank
Harrisburg Main Branch
717 255 2070(P) 1 717 237 6853(F)
This email may contain privileged and/or confidential informatic
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Message Center Storage
https://mail.verizon.com/webmail/driver?ni nlet=showmessages&view—emails 1/26/2014
Personal Property appraisal
For. Estate of Wanda L. Lankard, Gerald tankard Jr. Exec
I have inspected the personal property located at 5254 Meadowbrook Ave, Mechanicsburg
PA, 17050. 1 have found the valuations listed below on the items remaining in the house on
Tuesday February 18th, 2014.
All prices are estimated based on market(auction)value the day they were inspected
(Tuesday February 18th, 2014). Prices are subject to change because of market changes
and are not warranted.
Note, NSV= no significant value. These are items that are dated,obsolete, and have of no
current market value.
Family room:
Sofa NSV
3 pc mid century modem table set 50
La-Z-boy recliner 35
misc books, decomthe.smalls 10
lamps NSV
Foyer
modem repro dry sink 25
Uving room:
Sofa NSV
3 pc Mersman inlay table set 50
Lamps NSV
maple book case 20
Maddox cherry block front secretary 175
Acrobat magnifying reader 50
%or books,decorative items 30
Dining room:
Cochrane maple dry sink 45
Cochrane maple table&6 chairs 100
Maple china hutch 75
var china&glassware 50
Kitchen:
GE Profile Performance SxS reV*eez 250
Keruig coffee maker 30
Kitchen Aid mixer 65
dinett table&chairs 50
pine comer hutch 50
Microwave&stand NSV
var china, glassware, kitchen tools 60
Master Bdrrn:
Mengel 4 pc bland bedroom suite 50
sterling silver belt buckle 45
var costume jewelry 75
jewelry armoir 40
maple glider rocker 25
misc smalls&decorative items 30
Bedroom 2:
Maple dresser wlmirror 25
entertainment center NSV
small dresser(rough) 15
costume jeweery 40
misc smalls&decorative items 30
Bedroom 3:
Pair single beds 75
computer desk NSV
dresser 35
misc smalls, plush toys, etc 40
Basement:
Metal patio table&chairs 50
Ge Profile Wash machine 100
Dryer 50
Kenmore chest freezer 50
%arious hand tools 100
various seasonal decorations 40
Hoover steam vac 25
59s aluminum Christmas tree 35
Flyrod& reel, test& net 25
Misc household 70
Garage:
Jacobsen snowblower 40
woodladder 10
handicap walker 20
misc yard tools & supplies 60
Shed:
Huskey 1750 PSI pressure washer 35
Galv water can 10
leaf blower 15
wheelbarrow 20
hand cart 15
elect lawn mower 20
bird bath 15
misc gardening items 20
TOTAL $2,570.00
Date: "v
/
..^, � °'
Scott Bendinsky Auctioneer/Appraiser
167-A South Enola Dr.
Enola, PA 17025
(717)756-8276
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TOTAL MERCHANDISE SELECTED
SU&TOTAL OF PROFESSIONAL SERVICES AIS. ,,._
CHARGES:
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D.CASH ADVANCED
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3 AtUDWI VE SWIPMEK U,a Dmd
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EQUIPMENT
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