HomeMy WebLinkAbout04-16-14 (3) � 1505610143
REV-1500 EX`o2_,,, �
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENTOFREVENUE
Po Box.2sosoi INHERITANCE TAX RETURN 21 14 0133
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Sociai Security Number Date of Death Date of Birth
01 21 2014 O1 24 1916
DecedenYs Last Name Suffx DecedenYs First Name MI
MARTER HELEN 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 OVALS BELOW
� 1. Original Return � 2. Suppiemental Retum � 3. Remainder Retum(Date of Death
Prior to 12-13-82)
� 4. Limited Estate � 4g.Future Interest Compromise � 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
� g Decedent Died Testate � �• AttacheCopy�of Tnest)a Living Trusl � 8. Totai Number of Safe Deposit Boxes
(Attach Copy of Will)
� 9. Litigation Proceeds Received � 10•between12v31�J1 a^dit�(Da95�Death � 11.Election to tax under Sec.9113(A)
(Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
��,.�.:
JAMES D BOGAR (717) �,7�37 87F� � �
rn
REGISTER�V/�LLS US�VLY� p
tTl � � � V) �b
� D r-- --� n
First Line of Address � � � ~ rn rn
CT7
ONE WEST MAIN STREET � � � �� �
c.� a
Second Line of Address Q C '�'t � ;� �
. � i—+ r=
TE FILED r
City or Post Office State ZIP Code �,,J
SHIREMANSTOWN PA 17011
CorrespondenYs e-mail address: jboaar boqarlaw com
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowiedge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on ali information of which preparer has any knowledge.
SIG TURE OF PERSON SPONSIBLE FOR FILING RETUR DATE
Victoria Dickey Bekelja / —��
ADDRESS
439 West Sim son Street Mechanicsbur PA 17055
SIGNATU 0 PREPAR HER THAN REPRESENTATIVE DATE
James D. Bogar y c.�
ADDRESS
One West Main St et, Shiremanstown, PA 17011
� Side 1 �
1505610143 1505610143
�
� 1505610243
REV-1500 EX
DecedenYs Sociai Security Number
Decedent's Name: Ma�t@I'� Helen G.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2. 9,5 61 . 82
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash, Bank Deposits&Miscelianeous Personal Property(Schedule E)............... 5. 2 94 , 10 6. 71
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 392 ,494 . 66
7. inter-Vivos Transfers&Miscellaneous Nnn;Probate Property
(Schedule G) L� Separate Billing Requested............ 7. 1 , 0 99,732 . 04
g. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 1 , 7 95,8 95 .23
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 53 , 671 . 8 9
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10.
11. Total Deductions(total Lines 9 and 10)................................................................ ��. 53 , 671. 89
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 1 , 742 ,223 .34
13. Charitabie and Governmental Bequests/Sec 9113 Trusts forwhich
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subjectto Tax(Line 12 minus Line 13)............................................... 14. 1, 742 ,223 . 34
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. 0 . 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 0 0 16. � . 0 0
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 0� 17. 0 . 0 0
18. Amount of Line 14 taxable
atcollateralrateX.15 1, 742 , 223 . 34 �8. 261 ,333 . 50
19. TAXDUE................................................................................................................ 19. ZFi1 ,333 .50
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
L 1505610243 150561�243 J
REV-1500 EX Page 3 File Number 21-14-0133
Decedent's Complete Address:
DECEDENT'S NAME
Marter, Helen G.
STREET ADDRESS
325 Wesley Drive,Apt. 3127
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 261,333.50
2. Credits/Payments
A. Prior Payments
B. Discount 13,066.68
Total Credits(A +B) (2) 13,066.68
3. Interest �3�
4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
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) 24$,26Cj.$2
Make Check Payable to: REGISTER OF WILLS, AGENT
c ^� i�i�i�,,'�' ?���n� `� ,���"�����'"a '�'��``��:� �� .:�� ��°��'s��,� :`s-* s': ��° ���.�r ��- �� g�e��—r��s z.°i�r�'^ , "".��;
m,��.���,nfi�e�``��'�, ��c,s`;�`.t�"�-�`��.�`�'.�a� �'0������.��i_..��:����aR � ,:;.�v,..�,...��_...,�..w.... .��. 4.��r;.�'--�,..�.eae.����.,� ,�x��.�v�ur����rw�:� .t�'�i�.�...�..�.��.�e�..����.3
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE B�OCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred:............................................................................... ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ 0
c. retain a reversionary interest;or.................................................................. ............................................
. x
d. receive the promise for life of either payments,benefits or care?...........................:................................ ❑ ❑X
2. If death occurred after Dec. 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?....... 0 ❑
4. Did decedent own an individual retirement account, annuity,or other non-probate property which � ❑
contains a 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.
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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 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 D 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)J.
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is defined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1503 EX+(6-98)
SCHEDULE B
� � STOCKS & BONDS
�
COMMONWEALTH OF PENNSYLVANIA �
� INHERITANCETAXRETURN
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
� All property jointly-owned with right of survivorship must be disclosed on Schedule F. .
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 PNC Investments-BlackRock PA Municipal Bond 9,561.82
TOTAL(Also enter on Line 2, Recapitulation) 9,561.82
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-98)
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Currency in USD.
$ 10.82 �rice
883.717 Shares Owned
$ 9,561.82 Date of Death Value �� `
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Rev-1508 EX+(��.�O)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENTOFREVENUE pERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
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
NUMBER DESCRIPTION OF DEATH
1 Belco Community Credit Union -Regular Savings-Date of death balance$5.00;accrued 5.00
interest$0.00
2 Belco Community Credit Union -Money Market Account-Date of death balance$86,798.37; 86,820.85
accrued interest$22.48
3 Belco Community Credit Union -Checking Account-Date of death balance$12,065.63; 12,067.64
accrued interest$2.01
4 Belco Community Credit Union -CD-Date of death balance$50,848.92; accrued interest 50,856.24
$7.32
5 Invesco-Individual Account No.718777. Date of death balance$46,191.62 46,191.62
6 Members 1st Federal Credit Union-Regular Savings Account No.8974-00. Date of death 6.08
balance$5.00;accrued interest$1.08
7 Members 1st Federal Credit Union-Life Savings Account No.8974-04. Date of death 4,000.33
balance$4,000.00;accrued interest$0.33.
8 Members 1st Federal Credit Union-CD No. 8974-04. Date of death balance$53,831.29; 53,834.56
accrued interest$13.27
9 Members 1st Federal Credit Union-CD No. 8974-46. Date of death balance$37,699.14; 37,710.50
accrued interest$11.36
10 Personal Property-per appraisal 2,465.00
11 Asbury-Refund 54.93
12 AT&T-Refund 14.26
13 State Farm -premium refund 79.70
TOTAL(Also enter on Line 5,Recapitulation) 294,106.71
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10)
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����� James D. Qo�ai-, Attocney at La�n�
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��.�-�;;;.<; One West Main St��eet
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�a�k���{`i Dear James,
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����,� My uame ?s Kately�� Ti�ompson and I arn the Compliailce Specia�ist here at Lelca Commi�€ilit_y Cred�t
��,�', Union. I have received your 1-equest for information regardin��Helen G. Marter.
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�� x�.� Enclosed you will find date af death balances for Ms. R�Iarter's account.
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�� Please Iet�ne know if there is anything else that I cau help you wit11.
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Decedent.Account lnformatio�l (On D�te of Death)
, ; Belco Conu���inity Credit Uilioil
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n ��� ;;�, 1. Naa�e(s) in whicl� the accoti��t was held: Helen G. Marter
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t���,� �;; 2. AccountNumber: 2520
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�€��"': ;. Total Account Balance as of Date of Death: $149,717.92
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4��L�.��.� Balance Accrued Dividends Date Opened
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Invesco �nvesco InvestmentServices,Inc.
PO Box 219078
Kansas City,Missouri 64121-9078
www.invesco.com
March 18, 2014
VICTORIA D BEKELJA
ESTATE OF HELEN G MARTER
439 W SIMPSON ST
MECHANICSBURG PA 17055-3763
Correspondence ID: 00878615
Dear Victoria D. Bekelja:
Thank you for doing business with Invescos"'., We recently received the enclosed request regarding
Helen G. Marter's individual account number 718777.
As requested, ali shares in this account were redeemed under the estate of Helen G. Marter's tax
identification number as of March 17, 2014. A check for the proceeds has been sent under separate
cover to your address.
As of January 21, 2014, this account had a market value of $46,191.62.
Please reference the Correspondence ID listed above on any future inquiries regarding this request.
If you have any questions regarding the above information, please call one of our Client Services
Representatives foll free at 1-800-959-4246 from 7:00 A.M. t0 6:00 P.M. Central Time, Monday
through Friday. We will be glad to answer any questions you may have.
Sincerely,
�� �
Fred Jahnson
Correspondence Representative
_ _ ,_, , ,
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MEMBERS 1St
PEDERALCREDITiJNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 8974-00
Date Account Established 11/30/1966
Principal Balance at Date of Death $5.00
Accrued Interest to Date of Death $1.08
Total Principal and Accrued Interest $6.08
Name of Joint Owner None
LIFE SAVINGS ACCOUNT:
Account Number/Su�fix 8574-04*
Date Account Established 11/30/1966
Principal Balance at Date of Death $4,000.00
Accrued Interest to Date of Death $0.33
Totai Principal and Accrued Interest $4,000.33
Name of Joint Owner None
*Rollover from 8974-00 on 02/01/2001.
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 8974-42*
Date Account Estabiished 05/14/2012
Principal Balance at Date of Death $53,82129
Accrued interest to Date of Death $13.27
Total Principal and Accrued Interest $53,834.56
Name of Joint Owner None
*Rollover from CD 8974-48 opened 10/19/2010
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 8974-46**
Date Account Established 09/20/2011
Principal Balance at Date of Death $37,699.14
Accrued Interest to Date of Death $11:36
Total Principal and Accrued Interest $37,710.50
Name of Joint Owner None
**P.cl!over Frcm C�J R974-47 opened ?0/19!2010.
MEMBERS 1ST FEDERAL CREDIT UNION
� ����
Tessa L Klugh
Lending Insurance Support Specialist
February 20, 2014
Estate of: HELEN G MARTER
Date of Death: 01/21/2014
Social Security Number: 172-01-8918
5000 Louise Drive • P.O. Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslst.org
LINDEN HALL ANTIQUES
211 N.OLD STONEHOUSE ROAD
CARLISLE, PA 17015
717-249-1978
To: James Bogar, Esquire
Bogar& Hipps
One West Main Street
Shiremanstown, PA 17011
From: William G. Rowe,Appraiser
211 N. Old Stonehouse Road
Cariisle, PA 17015
Re: Personal Property Appraisaf
Estate of Helen Marter
Date: February 18,2014
BEDROOM
Bed $50.00
Dresser $85.00
Lamps $10.00
Chair $15.00
Prints $15.00
Dresser items $25.00
Miscellaneous household $10.00
BEDROOM CLOSET
Dressers(2) $50.00
Dresser items $25.00
Dresser set-porcelain-4 pc. $25.00
Costume jewelry $50.00
DEN
Love seat $85.00
T.V./stand/electronics $80.00
Stand $25.00
Lamps/prints $15.00
Bookcases $25.00
Books $15.00
Knick knacks $30.00
Wall hangings $15.00
Pitcher $20.00
LIVtNG ROOM-DINING ROOM
Sofa $55.00
Upholstered chairs(2) $30.00
T.V.-no value $0.00
Stereo consofe-no value $0.00
Stand $15.00
Sterling flatware $500.00
Miscellaneous flatware $15.00
Rugs $85.00
Wall hangings $50.00
Marter Appraisal 1 02/18/2014
End tables-lamps $75.00
Glassware-Fostoria $85.00
Bedding $20.00
Cedar chest $90.00
Mirror $25.00
Dining room set $110.00
Jewelry $125.00
Desk $25.00
Clock $10.00
Collectibles $25.00
KITCHEN
Kitchen wares $10.00
Pots/pans $15.00
Set dishes $20.00
Flatware/utensils $15.00
Fosforia glassware $25.00
Collectibles $35.00
HALLWAY
Desk $20.00
Washstand $115.00
Chair $10.00
Household $5.00
PICTURED ITEMS
Dresser $45.00
High chest $50.00
China closet $60.00
Oval mirror $30.00
TOTAL $2,465.00
�-` �
William G. Rowe
Marter Appraisal 2 02/18/2014
Rev-1509 EX+(p�-10)
pennsylvania SCHEDULE F
DEPARTMENTOFREVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
If an asset was made joint within one year of the decedenYs date of death,it must be reported on schedule G. �
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Victoria Dickey Bekelja 439 West Simpson Street Niece
Mechanicsburg, PA 17055
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY o�a pF DATE OF DEATH
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD�S DECED NT'S NTEREST
NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATfACH DEED FOR VALUE OF ASSE INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE.
1 A Members 1 st Federal Credit Union-Regular 5.00 50.000% 2.50
Savings Account No.276740-00. Date of
death balance$5.00
2 A Members 1st Federal Credit Union-CD No. 124,095.39 50.000% 62,047.70
276740. Date of death balance$124,061.40;
accrued interest$33.99
3 A PNC -CD No. 31700241025. Date of death 10,034.94 50.000% 5,017.47
balance$10,033.66;accrued interest$1.28
4 A PNC -CD No. 31800236106. Date of death 27,720.21 50.000% 13,860.11
balance$27,719.47;accrued interest$0.74
5 A PNC -CD No.31500262085. Date of death 32,855.56 50.000% 16,427.78
balance$32,854.13;accrued interest$1.43
6 A PNC -CD No. 5140041827. Date of death 39,797.94 50.000% 19,898.97
balance$39,797.83;accrued interest$0.11
7 A PSECU -Savings (S1)-Date of death balance 11,695.36 50.000% 5,847.68
$11,694.35; accrued interest$1.01
8 A PSECU -CD(S53)-Date of death balance 50,693.16 50.000% 25,346.58
$50,680.04; accrued interest$13.12
Total of Continuation Schedule ee attached page
TOTAL(Also enter on Line 6, Recapitulation) 356,473.53
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev.01-10)
Rev-1509 EX+(01-10�
pennsylvania SCHEDULE F
DEPARTMENTOFREVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
If an asset was made joint within one year of the decedenYs date of death,it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Victoria Dickey Bekefja 439 West Simpson Street Niece
Mechanicsburg, PA 17055
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY o�o OF DATE OF DEATH
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S DECED NT'S NTEREST
NUMBER FOR JOIN MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE INTEREST
TENANT JOINT JOINTLY-HELD REAL ESTATE.
1 A Members 1st Federal Credit Union-Regular 5.00 50.000% 2.50
Savings Account No.276740-00. Date of
death balance$5.00
2 A Members 1st Federal Credit Union-CD No. 124,095.39 50.000% 62,047.70
276740. Date of death balance$124,061.40;
accrued interest$33.99
3 A PNC -CD No.31700241025. Date of death 10,034.94 50.000% 5,017.47
balance$10,033.66;accrued interest$1.28
4 A PNC -CD No. 31800236106. Date of death 27,720.21 50.000% 13,860.11
balance$27,719.47;accrued interest$0.74
5 A PNC -CD No.31500262085. Date of death 32,855.56 50.000% 16,427.78
balance$32,854.13;accrued interest$1.43
6 A PNC -CD No. 5140041827. Date of death 39,797.94 50.000% 19,898.97
balance$39,797.83;accrued interest$0.11
7 A PSECU-Savings(S1)-Date of death balance 11,695.36 50.000% 5,847.68
$11,694.35; accrued interest$1.01
8 A PSECU-CD(S53)-Date of death balance 50,693.16 50.000% 25,346.58
$50,680.04; accrued interest$13.12
Total of Continuation Schedule ee attached page
TOTAL(Also enter on Line 6, Recapitulation) 392,494.66
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev.01-10)
Rev-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENTOFREVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT continued
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
JOINTLY OWNED PROPERTY
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DECD'S
ITEM FOR JOIN MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR DATE OF DEATH VALUE OF
NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE. VALUE OF ASSE INTEREST DECEDENT'S INTEREST
9 A PSECU -CD(S54)-Date of death balance 30,410.29 50.000% 15,205.15
$30,402.42; accrued interest$7.87
10 A PSECU -CD(S55)-Date of death balance 41,631.96 50.000% 20,815.98
$41,621.18; accrued interest$10.78
11 A PSECU -CD(S56)-Date of death balance 60,619.25 50.000% 30,309.63
$60,603.56; accrued interest$15.69
12 A PSECU -Savings (S1)-Date of death balance 87,889.18 50.000% 43,944.59
$87,881.60; accrued interest$7.58
13 A PSECU -CD(S55). Date of death balance 41,153.94 50.000% 20,576.97
$41,136.19; accrued interest$17.75
14 A PSECU -CD(S57). Date of death balance 43,238.75 50.000% 21,619.38
$43,227.56; accrued interest$11.19
15 A PSECU -CD(S58). Date of death balance 50,692.51 50.000% 25,346.26
$50,679.39;accrued interest$13.12
16 A PSECU -CD(S62). Date of death balance 20,440.65 50.000% 10,220.33
$20,435.36;accrued interest$5.29
17 A PSECU -CD(S63). Date of death balance 25,523.91 50.000% 12,761.96
$25,517.30;accrued interest$6.61
18 A PSECU -CD (S64). Date of death balance 30,628.73 50.000% 15,314.37
$30,620.80;accrued interest$7.93
19 A PSECU -CD (S65). Date of death balance 55,862.49 50.000% 27,931.25
$55,838.40;accrued interest$24.09
TOTAL(Also enter on Line 6, Recapitulation) 392,494.66
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F(Rev. 01-10)
.._ .� ,�.�, �,.:� .,�,a.;�--..�,� �,�.�.,�����,�..���. , ,
_ . _
S
�
MEMBERS lst
FEDERAL CREDIT[JNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 276740-00
Date Account Established 12/17/2005
Principal Balance at Date of Death $5.00
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $5.00
Name of Joint Owner Victoria Bekefja
Date Joint Added 12/17/2005
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 276740-42*
Date Account Established 5/16/2012
Principal Balance at Date of Death $124,061.40
Accrued Interest to Date of Death $33.99
Total Principal and Accrued Interest $124,095.39
Name of Joint Owner Victoria Bekefja
Date Joint Added 06/17/2011
'`Rollover from CD 276740-41 opened 06/17/2011.
MEMBERS 1ST FEDERAL CREDIT UNION
�.,P.daD—�-fi:.�
Tessa L Klugh
Lending Insur�nce Support Specialist
February 20, 2014
Estate of: HELEN G MARTER
Date of Death: 01/21/2014
Social Security Number: 172-01-8918
5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslst.org
. : � -�.. �:� � .� �� ����.��.�-,� m.�.� _ _ r
. ��_h:��;�
February 25, 2014 �
lames D Bvgar Esq
One W Main St
Shiremanstown, PA 17011
RE: Name: Helen G Marter
55N: 172-01-8918
DOD: 01-21-2014
Dear Mr_ Bogar:
In response to your request for Date vf Death (DOD) balances fvr the custvmer nvted above, vur
records show the following:
Certificate of Deposit
Account#31700241�Z5 Established: �6-26-2004 '
. HELEN G MARTER
VICTORIA D BEKEUA
DOD balance: �10,D33.66+1.28 accrued interest
Interest paid 01-01-Z014thru 01-Z1-2014$0.00 YTD
Account#31800236106 Established: l0-14-Z�03
HEIEN G MARTER
VICTORIA D BEKEUA
DOD balanCe: $z7,719.47+p.74 accrued interest
Interest paid 01-01-2014 thru 01-Z1-2014$3.3Z YTD
Accvunt#31500z620S5 Established: 05-13-2005
HELEN G MARTER
VICTORIA D BEKEUA
DOD balance; $32,854.�.3+�..43 accrued interest
Interest paid 01-01-2014thru 01-21-Z014$5.53 YTD
Pag2 1 of 2
�Checking Accvunt
Accaunt#5140�418z7 Established: 07-01-7.968
HELEN G MARTER
VlCTORIA D BEKEUA
DOD balance:.$39,797.83+ 0.11 accrued interest
. Interest paid 01-01-Z014 thru Ol-Z1-2014$0.19 Y7D .
I�vestment Account
The decedent maintained Investment Account#5296805. For further information,you may call t[,e
Brvkerage Department at 1-500-762-6111.
Please note that this ofFice provides date of death balance5 for deposit accounts (IRAs,CDs, Che�king and
Savings). We dn not pro�ess any financiaf transactions or prnvide statements. If you need assistance with
any of these items, please call 1-S8S-PNC-BANK(1-888-762-2265) or stop by your lacal PNC gank branch
office, �
5incerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC .
. This messoge is intended far the use of the individudl or entity tv which it is addressed 4nd mvy
contain inforrn�tron Yhat is privileged, confidenriol and ex�mpt from disdosure under opplicoble law.
!f the reader Qf this messoge is nof the intended recipient or the employe�ar ogenf responsible fo�
delivering this message to rhe intended recipient, you are hereby notified that any dissemination,
distribution ar copying of this communicprions is strictly prohibited. If you have received this
communicatian rn error,please norify me immediately byreply orby telephvne dr800-762-1775 and
immediotely destroy this faxed dacument_
Page 2 af Z
0
02/18/2014
James D. Bogar
Attorney at Law �
1 W. Main St.
Shiremanstown, PA 17011
Re: IiELEN G MARTLR, Deceased.
PSECU Reference# 3157576267538
Dear Attorney Bogar:
The above referenced person has an account with PSECU which was opened on
. October 29, 1999. The Share accounts were jointly held by HELEN G MARTER and
VICTORIA D BEKELJA. VICTORIA D BEKELJA was added as a joint owner on
December 18, 2007.
The following are the Date of Death Balances for HELEN G MARTER's account with
PSECU:
Account Date of Death Balances Interest—January 1-21
Shares:
(S1) Savings $11,694.35 $1.01
(S53) Certificate $50,680.04 $1312—opened 11/22/OS
(S54) Certificate $30,402.42 $7.87—opened 12/7/09
"(S55) Certificate $41,621.18 $10.78—opened 10/13/10
(S56) Certificate $60,603.56 $15.69—opened 2/11/11
If you have any questions, please contact our department toll-free at (800)237-7328,press 6,
��tension 3120 or email accountservices(�a,psecu.com.
Sincerely,
,
�tt.��
Sandy Fab ey j��
Member Service Representative
PSECU
P. O. B O X 6 7 0 1 3 N A R R I S B U R G, P A 1 7 1 0 6-7 0 1 3 800.Z37J328 »psecu.com
THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.
0
02/18/2014
James D. Bogar
Attorney at Law
1 W. Main St.
Shiremanstown, PA 17011
Re: riELEN(�MARTER, Deceased.
PSECU Reference#3792128930643
Dear Attorney Bogar:
The above referenced person has an account with PSECU which was opened on
July 11, 1985. The Share accounts were jointly held by HELEN G MARTER and
VICTORIA D BEKELJA. VICTORIA D BEKELJA was added as a j oint owner on
December 18, 2007.
The following are the Date of Deatli Balances for HELEN G MARTER's account with
PSECU:
Account Date of Death Balances Interest—January 1-21
Shares:
(S1) Savings $87,881.60 $7.58
(S55)Certificate $41,13619 $17.75—opened 6/14/OS
(S57)Certificate $43,227.56 $11.19—opened 9/15/10
(S58)Certificate $50,679.39 $13.12—opened ll/23/09
(S62) Certificate $20,435.36 $5.29—opened 6/10/11
(S63) Certificate $25,517.30 $6.61 —opened 7/25/11
(S64) Certificate $30,620.80 $7.93—opened 7/25/11
(S65) Certificate $55,838.40 $24.09—o�ened 11/9/11
If you have any questions,please contact our department toll-free at (800)237-7328,press 6,
extension 3120 or email accountservices@,psecu.com.
Sincerely,
%? , c�
;�2;a t�'� �``r,�� �'
.� , �
Sandy Fagley r� �
Member Service Representative
PSECU
P. O. BOX 6701 3 HARRISBURG, PA 1 71 Ob-701 3 800.237.73Z8 »psecu.com
THIS CREDIT UNION IS FEDERALLY INSURED BYTHE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.
Rev-1510 EX+(OS-09)
SCHEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFERSATTACH A COPY O TI�E DEIED�OREREAL ESTATE. VALUE OF ASSET �NTEREST ��F APPLICABLE) VALUE
1 ING-Annuity No.2A022358940. David Dickey, 242,382.35 242,382.35
Michael Dickey,Jacqueline Moore and Kathleen
Moore are the named beneficiaries of this account.
2 Lincoln Benefit Life-Annuity No. LBF1092709. 436,155.70 436,155.70
Victoria Bekelja,Melissa Wanzer, Kevin Bekelja, M.
Brett Bekelja, Rachel Bekelja, Katherine Eisenhower,
Michael Dickey and Carol Bender are the named
beneficiaries of this account.
3 Merrill Lynch Wealth Management-Account No.872 108,721.32 108,721.32
-14265. Victoria Dickey Bekelja is the named
beneficiary of this account.
4 Protective Life Insurance Company-Annuity No. 312,472.67 312,472.67
FK4039934. Katherine M. Bekelja, Brett Bekelja,
Kevin Bekelja, Melissa Bekelja and Rachel Bekelja are
the named beneficiaries of this account.
TOTAL(Also enter on Line 7, Recapitulation) 1,099,732.04
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09)
March Z0, 2014
Victoria Bekelja, Executor .
439 Vd Simpson St �
M�:
Mechanicsburg, PA 17055
'x���;
ING USA Annuity and Life Insurance Company
Decedent: Helen G Marter
_ Contract Number: 2A0235 8940
Claim Code: 03010
Dear Executor,
We do not issue IRS Form 712 for this product type;however we are happy to provide the
following information in Iieu of IRS Form 712:
Owner/Annuitant AccumulationValue, Line of Business:
as of the date death O1/21/2014
Helen G Marter $242,382.35 �Tori-Quaiified
If you r.a�e questions regarding this information,please contact our Custorner Contact Center,
available Monday—Thursday, 8:30 a.m. to 6:30 p.m., Eastern Time, and Friday, 8:30 a.m.to 5:30
. . p.m., Eastern Time. Call 800-369-5303 and press 3 to identify yourself as a beneficiary. When
prompted,enter the five digit Claim Code above and press#. Your call will be addressed by a
claims specialist. �
Sincerely,
Customer Service '
INC _ - . .
Annuities issued by!NG USA A�muity and Life Luurance Company
1001 Ui
Pabe 1 of 1
� I � ^ } , .
%.
u
ReliaStar Life Insurance Company
r eUruaiy 24,2014
David Dickey, Michael Dickey, Jacqueline Moore,Katllleen Moore
ictoria Bekelj�
439 W Simpson St
Mechanicsburg PA 17055
ReliaStar Life Insurance Company Contract Number: 2A02358940
Tax Status: Non-Quali.fied �en::act O:k.�r.e.: H°?�r.P;�urter
Claim Code: 03010 Annuitant: Helen Ma�•ter
Dear David Dickey,Michael Dickey,Jacqueline Moore, and Kathleen Moore,
We extend sincere sympathy in the passing of Helen Marter. The enclosed packet contains documents tailored
specifically for this contract and will help you in your decision making process.
The enclosed packet contains the following that will help you make decisions regarding the contract shown
above:
• Claimant Statem�ent Instructions, including general information and directions for completing the Claimant
Statement section by section
• Claimant Statement to be completed and returned to our Customer Contact Center.
• The ING Personal Transition Supplemental Contract that outlines your rights under the ING Personal
Transition Account should you elect to receive a lump sum payment. Please refer to the Claimant Statement
for additional settlement options available to you.
Please keep this letter for your records, as it contains important information for completing the �
Claimant Statement.
If you have not already sent us a death certificate and IRS fonn W-9,completed on behalf of the beneficiary,
please�o so.\%Ve cannot release specific contract information until we receive these documents.
If you would like assistance from a financial advisor, you can call our Customer Contact Center for the agent
of record on this contract, or you may contact a financial advisor of your choice.
If you have questions regarding this information, please contact our Customer Contact Center, available
Monday—Thursday, 8:30 a.m.to 6:30 p.m., Eastern Time, and Friday, 8:30 a.m.to 5:30 p.m., Eastern Time.
Call 800-369-5303 and press 3 to identify yourself as a beneficiary. When prompted, enter the five digit
Claim Code above and press#. Your call will be addressed by a claims specialist.
Sincerely,
Annuiiy Clai.ms
Aimuities issued by ReliaStar Life[nsurance Company
�� � � �� � �.�
� , _
, .._ � _ _ . _
I
LiNCOLN BENEFlT LIFE .
AN ALl.sTa7 [ C4M PANY
March 13, 2014 ,
Stephanfe Roelker
3500 Tfindle Road
Camp Hill, PA 17011
Re: Helen Marter
Contract No: LBF1092709 �
Dear Mrs. Roelker, �
We rece(vad a reque�t to complete IRS Form 712 for the above referenced cvntract, The purpose of
Form 71Z Is to provide an estate vr danor wlth the value of a fiFe insurance ccntract or Its proceeds as
of a certain date (usually the owner's date of death or date cf 4ransfer of the contract), �
Because thls contract Is an annuity contract, It Is nat reportable on IRS Form 712. i �an, however,
provide the fvllowing informatfon for estate purposes:
Da#e af Death: January 21, 2014 �
Annuity Value as vf Date of Death: $436,155.70• ,
Named Benef(c(arfes: Vctorie Bekelja, Meilssa Wanzer, Kevin BekelJa, M. BretE 8ekelje,
Ra�hel BakelJa, Kafherine �isenhower, Michael D(ckey, and �
Caroi Bender �
"Thls value fs �n illustration fvr eatate purpcses only, It doe5 not represe�t a cash value or a lump sum
with�rawal vffar.
If you have any questions, please ccntact rrte at 1-677�499-6418 E�. 24677. ,
5incerely,
Nicvle D. Lavas
Sr. Clafms �xaminer
I.Incoln Benefit LiFe Gompany
Llfe and Annuity Ctafms
P,O,Box 94Z12,Palstine, IL 60094-4Z12 Phone 877-488-8418 Fex 886-635-
�35Z3
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��� Merrill Lync�
Weatth Management�'
Hank af America Corporation
FACSIMILE COVER SHEET
TO: Jamas Bogar
PH�NE:
FAX: 17177372086
FR�M: Morrill Lynch
SENDER: DENISE DOUBLES
DATE: Fri Mar 7 10:02:26 EST 2014
PHO N E: 717-975�612
FAX: 1717TT34439
No.of Pago(s)(including this pagoj: 6
Subjact: FW: Martor DOD Evaluation
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Mercill L ch Pierce' Fenner�Smith Inco orated Investment roducts
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
0 2013 Bank of America Corporation.Ali nghts reserved.
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acLc,urit u��s uw�es^�eci uri 2JI.C1/1372 ;�ryc�tkr��c,�ratznt is c�a TCt(�tG Vic'[o�`ia. I Lvil(��t'�d I^��r ttt�dvc:�.��r��t�i:5_>f'ie t�arye��s tU ti°sitl5f�i°
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B�nk of America Corporation
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From: Doubles, Denise
Sent: Friday, March 07, 2014 9:59 AM
To: Doubles, Denise
Subject: Marter DOD Evaluation
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Protective Life Insurance Company ��/��^�/at'�/e�/-k
uL V V
1707 North Randall Road,Suite 310 Life Insurance Company
Elgin,IL 60123-9409
James Bogar
Attorney at Law
One West Main Street
Shiremanstown, PA 17011
Helen G Marter, Deceased March 10, 2014
Contract No. FK4039934
Claim No. CL 071567
Dear Mr. Bogar:
Please accept our sincere sympathies on the death of Helen G Marter. We
realize this is a difficult time and are committed to making the claim
processing as simple as possible.
According to our records, the beneficiary(ies) is/are: Katherine M Bekelja,
Brett Bekelja, Kevin Bekelja, Melissa Bekelja and Rachel Bekelja. To process
the claim, we will need the following documents:
• A claim form completed by each beneficiary. (Copies enclosed. )
Please remind each beneficiary that their signature must be witnessed
by a notary public or an active agent with our company.
• A certified death certificate (which must include cause of death)- We
cannot accept the submitted faxed copy.
As requested please find the contract value information:
Ol/21/2014 Date of Death: $312, 472.67
3/10/2014 Value: $314,286. 67
Cost Basis: $100, 000.00
We will handle your claim promptly once the above documents are received and
in good order.
If you have any questions, please feel free to contact the Claims Department
at 1-888-397-8485. We will be glad to assist you in any way possible.
Since e
Chri to her McMahan
Claims Examiner
REV-1511 EX+�10-09)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
RESIDENTDECEDENT URN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
q, FUNERAL EXPENSES:
See continuation schedule(s) attached 11,506.47
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(s)Commission Paid
2, Attorney's Fees Bogar 8�Hipp Law Offices 32,550.00
3, Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation)
Claimant
Street Address
City State Ziq
Relationshio of Claimant to Decedent
4. Probate Fees 288.50
5. AccountanYs Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 9,326.92
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 53,671.89
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exnenses
1 Juice&Java-food for the wake 463.15
2 Malpeui Funeral Home -funeral bill 10,593.32
3 St.Joseph's-hall rental for wake 100.00
4 St Pius X Seminary-fee for Gregorian Masses as per Clause FIRST of the Last Will and 350.00
Testament
H-A 11.506.47
Other Administrative Costs
5 AT&T,Comcast and Verizon -final bills 170.77
6 Bethany Village-January Rent 1,538.00
7 Bethany Village-February rent 1,538.00
8 Coble's Transfer-fee to move personal property 450.00
9 Commonwealth of Pennsylvania -reclamation of state retirement payment 433.47
10 Cumberland Law Journal-Executrix's Notice 75.00
11 Linden Hall Antiques -personal property appraisal fee 85.00
12 PA Department of Revenue-2013 Personal Income Tax payment 33.00
13 Register of Wills-fee for four(4) Short Certificates 20.00
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
ITEM
NUMBER DESCRIPTION AMOUNT
14 RESERVES: -Costs to conclude administration of estate, including preparation and filing of 4,500.00
final 2014 Personal Income Tax Returns and Fiduciary Income Tax Returns
15 The Sentinel-Executrix's Notice 158.68
16 Timothy A. Kline,CPA-fee to prepare 2013 Personal Income Tax Returns 275.00
17 U.S. Postal Service-stamps and postage 50.00
H-B7 9,326.92
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marter, Helen G. 21-14-0133
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT �Words) ($$$)
ot List Trustee s
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116 a 1.2
See attached schedule
Total
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, inc. Form PA-1500 Schedule J(Rev.01-10)
SCHEDULE J
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Helen G. Marter 01/21/2014 172-01-8918
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Victoria Dickey Bekelja Niece One-third of twenty-five
439 West Simpson Street percent of rest,residue
Mechanicsburg, PA 17055 and remainder,plus
fifty-thousand dollar
specific bequest,plus
personal property
2 Carol Bender Niece One-sixth of twenty-five
629 N. Market Street,Apt.210 percent of rest,residue
Duncannon, PA 17020 and remainder
3 Deborah Jeanne Bennett Niece One thousand dollar
1763 N.900 E. specific bequest
Ogden,UT 84414
4 David Dickey Nephew One-third of 25%of
708 Hill Top Drive rest, residue and
New Cumberland, PA 17070 remainder
5 Michael Dickey Nephew One-third of 25%of
4810 Arney Road rest, residue and
remainder
Harrisburg, PA 17171
6 Anthony Gabner Nephew One-fourth of twenty-
708 Falls Creek Drive five percent of rest,
W. Melbourne, FL 32904 residue and remainder
7 David Gabner Nephew One-third of one-sixth
164 Eby Lane of twenty-five percent
Middletown, PA 17057 of rest, residue and
remainder
8 Donald Gabner Nephew One-sixth of twenty-five
Box 2859,Foxiana Road percent of rest,residue
Middletown, PA 17057 and remainder
1
SCHEDULE J
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Helen G. Marter 01/21/2014 172-01-8918
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
9 James Gabner,Sr. Nephew One-sixth of twenty-five
10447 Mountain Road percent of rest,residue
Grantville, PA 17028 and remainder
10 Kenneth Gabner,Sr. Nephew One-half of one-sixth of
400 N.3rd Street twenty-five percent of
Newport, PA 17074 rest, residue and
remainder
11 Lawrence Gabner Nephew One-fourth of twenty-
15 Signal Hill Road five percent of rest,
Pine Hill, NJ 08021 residue and remainder
12 Walter Gabner,Jr. Nephew One-half of one-sixth of
1105 State Road twenty-five percent of
New Cumberland, PA 17070 rest, residue and
remainder
13 William Gabner Nephew One-fourth of twenty-
673 Siegfried Street five percent of rest,
Steelton, PA 17113 residue and remainder
14 William Gabner,Jr. Nephew One-third of one-sixth
115 S. Franklin Street of twenty-five percent
Harrisburg, PA 17109 of rest, residue and
remainder
15 Joanne Marter Khan Sister-in-Law Five thousand dollar
1003 N.W.Shattuck Way,Apt.237 specific bequest
Gresham,OR 97030
16 Elizabeth Lentr Niece One thousand dollar
100 Cottage Drive,Apt. 108 specific bequest
Palmyra, PA 17078
2
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Helen G. Marter 01/21/2014 172-01-8918
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
17 Gregory Lewis Marter Nephew One thousand dollar
12/6 Moo 5,T. Don Sai,A.Maung specific bequest
Prachaup Kiri Kahn
Thailand 77000
18 Lawrence James Marter Nephew One thousand dollar
4814 Brookhurst Road specific bequest
Sylvania, OH 43560
19 Robert Alan Marter Nephew One thousand dollar
2860 W.Angela Drive specific bequest
Phoenix,AZ 85053
20 Stephen Curtis Marter Nephew One thousand dollar
11238 N. 109th Avenue specific bequest
Sun City,AZ 85351
21 Rebecca McClain Niece One-sixth of twenty-five
49 Manny Drive percent of rest, residue
Middletown, PA 17057 and remainder
22 Jacqueline Moore Niece One-half of twenty-five
9414 Merry Rest Road percent of rest,residue
Columbia,MD 21045 and remainder
23 Kathleen Moore Niece One-half of twenty-five
4100 Third Avenue So. percent of rest, residue
Minneapolis,MN 55409 and remainder
24 Frances Gabner Nickoli Niece One-fourth of twenty-
1600 Bear Paw Lane five percent of rest,
Hanover, MD 21076 residue and remainder
25 Patricia Peters Niece Qne thousand dollar
9151 Poinsietta Drive specific bequest
Scottsdale,AZ 85260
3
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Helen G. Marter 01/21/2014 172-01-8918
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
26 Raymond Peters Nephew One thousand dollar
3527 Primrose Road specific bequest
Philadelphia, PA 19114
27 Bonita Wilsbach Niece One-third of one-sixth
164 Eby Lane of twenty-five percent
Middletown, PA 17057 of rest, residue and
remainder
4
LAST WILL AND TESTAMENT
OF
HELEN G. MARTER
I, HELEN G. MARTER, of Mechanicsburg, Cumberland
County, P.ennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I would like arrangements to be made for the set
of 30 Gregorian Masses to be said for me as soon as possible
after my death. These can be arranged through St. Alphonsus
Church, located at 114 West Saratoga Street, Baltimore, Maryland,
21201.
SECOND: I give and bequeath to my niece, VICTORIA
DICKEY BEKELJA, of 429 West Simpson Street, Mechanicsburg,
. Pennsylvania, all residence and personal effects and other
tangible personal property of like nature (not including and
excepting, however, all cash, securities, bank accounts, certifi-
cates of deposit and like intangible personal property) , pro-
vided, however, that should she predecease me, then to her issue
� per stirpes by representation.
� THIRD: I give and bequeath the sum of Five Thousand and
�
�._ *
No/100 ($5, 000. 00) Dollars to my brother-in-law, GEORGE C.
MARTER, of 10113 Desert Hills Drive, Sun City, Arizona, provided,
� ��'
'�, however, that should he predecease me, then to his issue per
� stirpes by representation.
,..-,.s ,
``' FOURTH: I give and bequeath the sum of Five Thousand
�
�"'- and No/100 ($5, 000. 00) Dollars to my sister-in-law, JOANNE MARTER
KHAN, of 21 Hazel Circle, Mechanicsburg, Pennsylvania, provided,
however, that should she predecease me, then to her issue per
stirpes by representation.
FIFTH: I give and bequeath the sum of Three Thousand
and No/100 ($3 , 000. 00) Dollars to my sister-in-law, ROSALIE
MARTER PETERS, of Ecumenical Communities, Inc. , 601 Wilhelm Road,
Building No. 2, Room 107 , Harrisburg, Pennsylvania, provided,
however, that should she predecease me, then to her issue per
stirpes by representation.
SIXTH: I give and bequeath the sum of Fifty Thousand
and No/100 ($50, 000. 00) Dollars to my niece, VICTORIA DICKEY
BEKELJA, of 439 W. Simpson Street, Mechanicsburg, Pennsylvania,
provided, however, that should she predecease me, then to her
issue per stirpes by representation.
SEVENTH: I devise and bequeath all the rest, residue
and remainder of my estate of whatever nature and wherever
situate, including any property over which I hold power of
appointment and together with any insurance policies thereon, as
follows:
(A) Twenty-five (25%) percent thereof, in equal shares,
to the children of my deceased brother, JOSEPH GABNER, said
children being WILLIAM GABNER, JAMES GABNER, EILEEN BENDER, ALICE
McCLAIN, WALTER GABNER and DONALD GABNER, provided, however,
should any of these named individuals predecease me, then their
share shall pass to their issue per stirpes by representation.
(B) Twenty-five (25%) percent thereof, in equal shares,
to the children of my deceased brother, WILLIAM GABNER, said
children being LAWRENCE GABNER, FRANCES NIKOLI, ANTHONY GABNER
� N and WILLIAM GABNER, JR. , provided, however, should any of these
t
named individuals predecease me, then their share shall pass to
�. their issue per stirpes by representation.
t - (C) Twenty-five (25%) percent thereof to my sister,
�:.
JULIA GABNER MOORE, provided, however, that should she predecease
� me, then to her issue per stirpes by representation.
. '�
`°� (D) Twenty-five (25%) percent thereof to my sister,
,�
EDITH GABNER DICKEY, provided, however, that should she prede-
cease me, then to her issue per stirpes by representation.
EIGHTH: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
2
ty, exercisable without court approval and effective until actual
distribution of all property:
(A} To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
� (C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F} To exercise any election or privilege given by the
� Federal and other tax laws, including, but not necessarily being
-�.,_� limited to, personal income, gift and estate or inheritance tax
. �
laws.
� , (G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
�� (H) To borrow money from themselves or others in order
��� to pay debts, taxes, or estate or trust administration expenses,
�' to protect or improve any property held under my will, and for
�,^R
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
3
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
NINTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
TENTH: Al1 interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
ELEVENTH: I nominate and appoint my niece, VICTORIA
DICKEY BEKELJA, Executrix of this, my Last Will and Testament.
In the event of the death, resignation or inability to serve for
any reason whatsoever of the said VICTORIA DICKEY BEKELJA, I
nominate and appoint my nephew, MICHAEL A. DICKEY, Executor of
this, my Last Will and Testament. I direct that my Executrix or
Executor, as the case may be, and their successors, shall not be
required to post security or a bond for the performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this� � � day of
,�...,�,�-�,.,Cr. , 19 9 7 .
i) ,�/ ��., �
,���z�,��� i'��tz..h.1`'..:?,9rJ' (SEAL)
HELEN G. MARTER
4
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
�r.-
Addre s s �--�-��t.r�'4�V� c.
r
Address � �
5