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Home My WebLink About04-07-14 REV-1500 EX (02-11)(F0 1505610140 OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 3 1 1 0 8 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Dale of Death MMDDYYYY Date of Birth MMDDYYYY 0 9 2 8 2 0 1 3 0 2 0 1 1 9 2 4 Decedent's Last Name Suffix Decedent's First Name MI T R O Y E V E L Y N H (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI T R O Y K E N N E T H J Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW n 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(Date of Death Prior to 12-13-82) 4. Limited Estate El 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 B.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 D A V I D R G E T Z E S Q 717 2 4 44�_'8 � � r r � o m I REGISTER OF.Vd14S USE ONOY 2 O - RI T C7 cn 70 7, r— --I t:7 First Line of Address Z m r*1 T z c WI X WE N G E R & WE I D N E R o0 3 n T Second Line of Address O C A ' P 0 X 8 4 5 City or Post Office Ci State ZIP Code I tlWT FILED 1j --n H A R R I S B U R G P A 1 7 1 0 8 0 8 4 5 Correspondent's e-mail address: dgefZ wwwpalaw.ccm Under penalties of perjury.I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of prepare,other than the personal representative is based on all information of which prepare,has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS SEE ATTACHED SIGNATU PREP RERyQT,)iER TON REPRESENTATIVE /t DATE / ADDRESS I IF WIX WENGER & WEIDNER, PO BOX 845 HARRISBURG PA 17108 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J Estate of Evelyn H. Troy SSN 154-10-9005 Estate No. 21 13 1108 Date of Death: 9/28/2013 Under penalties of perjury, we declare that we have examined this return, including accompanying schedules and statements, and to the best of our knowledge and belief, it is true, correct, and complete. ATTACHED Thomas K. Trov, Co-Executor 306 Labans Lane Linc�olnton, NC 28092 Robert P. Troy, Co-Vecutor 4340 Roth Farm Village Circle Mechanicsburg, PA 17050 Dated: 2014 Estate of Evelyn H. Troy SSN 154-10-9005 Estate No. 21 13 1108 Date of Death: 9/28/2013 Under penalties of perjury, we declare that we have examined this return, including accompanying schedules and statements, and to the best of our knowledge and belief, it is true, correct, and complete. f Th mas K. Troy,-15o_-Exec 306 Labans L ne Lincolnton, NC 28092 ATTACHED Robert P. Troy, Co-Executor 4340 Roth Farm Village Circle Mechanicsburg, PA 17050 Dated: April 1 12014 1505610240 REV-1500 EX(Fp Decedent's Social Security Number Decedent's Name. EVELYN H. TROY RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . 2. 8 0 8 4 1 4 , 2 8 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. 8 2 0 0 ' 0 0 6, Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. Z Inter-Vivos Transfers&Miscellaneous Non-Probate Property 2 4 7 0 0 7 6 7 (Schedule G) 1:1 Separate Billing Requested . . . . . . . 7. 8, Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . 8. 1 0 6 3 6 2 1 9 5 9, Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . 9. 6 5 3 6 . 0 0 10. Debts of Decedent. Mortgage Liabilities. and Liens(Schedule 1) . . . . . . . . . . . . . 10. 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . 11. 6 5 3 6 . 0 0 12, Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1 0 5 7 0 8 5 . 9 5 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. 1 0 5 7 0 8 5 . 9 5 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.000 1 0 5 7 0 8 5 . 9 5 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 0 . 0 0 18, 0 . 0 0 19, TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 1505610240 1505610240 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 13 1108 DECEDENT'S NAME EVELYN H. TROY STREET ADDRESS 222 MESSIAH CIRCLE CITY STATE TZIP MECHANICSBURG I PA 17055 Tax Payments and Credits: I. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments S.Discount Total Credits(A+6) (2) 0.00 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) 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 ...................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income ............................... ❑ I] c. retain a reversionary interest ..................................................................................................... ❑ I] d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X 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? ......... ❑ ❑X 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. 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 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)I.The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and fling 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 lax 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 p2 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)1.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+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAY.RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER EVELYN H. TROY 21 13 1108 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MUTUAL FUNDS AND STOCKS HELD THROUGH FAMILY INVESTORS 808,414.28 (Itemization and valuation chart attached) TOTAL(Also enter on Line 2,Recapitulation) $ 808,414.28 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: EVELYN H. TROY 21 13 1108 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. METLIFE HEALTH INSURANCE PREMIUM REFUND 3,105.00 2. 2000 LEXUS RX 300 -VIN JT6HF1OU1Y0144038 5,095.00 KBB Report Attached TOTAL(Also enter on Line 5,Recapitulation) $ 8,200.00 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX-(05-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER EVELYN H. TROY 21 13 1108 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. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NMAE OF THE TRANSFEREE.THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OECD's EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACHACOPYOF THEOEEDFOR REAL ESTATE VALUE OF ASSET INTEREST ;+A=q:.}Rfl VALUE 1. IRA ACCOUNTS HELD THROUGH FAMILY INVESTORS 247,007.67 100.00 0.00 247,007 67 (Itemization and valuation chart attached. Kenneth Troy, surviving spouse, sole beneficiary) TOTAL (Also enter on Line 7,Recapitulation) S 247,007.67 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX,(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER EVELYN H. TROY 21 13 1108 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MEMORIAL FUNERAL HOME, Fanwood, NJ (PREPAID) 0.00 2. GIOVANNI'S (Funeral Luncheon) 1,587.50 3. PLAINFIELD GRANITE WORKS (Engraving) 335.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Names)of Personal Representatives) Street Address City State ZIP Years)Commission Paid: 2. Attorney Fees: WIX, WENGER & WEIDNER (Estimated) 3,850.00 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: CUMBERLAND COUNTY REGISTER OF WILLS 758.50 6 Accountant Fees: 6. Tax Return Preparer Fees: 7, CUMBERLAND COUNTY REGISTER OF WILLS (Short Certificate) 5.00 TOTAL(Also enter on Line 9,Recapitulation) S 6,536.00 If more space is needed,use additional sheets of paper 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: EVELYN H. TROY 21 13 1108 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec.9116(a)(1.2).] L KENNETH J. TROY Spousal 1,057,085 95 317 MESSIAH CIRCLE MECHANICSBURG, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. 11. 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 I I - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, 8 If more space is needed,use additional sheets of paper of the same size. 1 I LAST WILL AND TESTAMENT OF EVELYN H. TROY I, Evelyn H. Troy, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking all other Wills and Codicils by me at any time previously made. Provision for Taxes ITEM I: 1 direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this Will that is not specifically devised or bequeathed as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. Dispositive Provisions ITEM II: I may have placed with this Will or otherwise made known to my Executor a separate writing giving certain items of personal property to certain individuals. It is my intention that such items shall pass to such individuals to be distributed by my Executor in accordance with such writing. In the absence of such writing, or to the extent it is incomplete or ineffective, then all my property, real, personal, and mixed, shall be distributed in accordance with Items III and IV herein. ITEM III: I give and bequeath all of my household furniture and furnishings, automobiles, books, pictures, jewelry, china, linen, silverware, wearing apparel, and all other like articles of household or personal use and adornment not otherwise disposed of under Item II hereof to my husband, Kenneth J. Troy, if he survives me, or if he does not survive me, to my children, Thomas K. Troy and Robert P. Troy, or to the survivor of them, to be divided between them in as nearly equal shares as practicable and as they may agree. In the event both of my children predecease me, this bequest shall lapse and the aforesaid property shall become part of my residuary estate. ITEM IV: In the event my husband, Kenneth J. Troy, predeceases me, then I hereby make the following specific bequests: Page 1 of 9 (a) Twenty Thousand Dollars ($20,000.00) to each of my grandchildren; namely, Jennifer L. Hoopai and Jessica C. Troy. In the event either of my grandchildren does not survive me, then their respective bequest shall lapse. (b) One Thousand Dollars ($1,000.00) to each of my godchildren; namely, Lisa Wickham, William Reitze, and Ryan Sinks. In the event any of my godchildren do not survive me, their.respective bequest shall lapse. (c) Fifty Thousand Dollars ($50,000.00) to each of my daughters-in- law; namely Jeanne Troy and Sheree Chalfant Troy. In the event either of my daughters-in-law does not survive me, their respective. bequest shall lapse. (d) Five Thousand Dollars ($5,000.00) to my niece, Diane Sinks. In the event Diane Sinks does not survive me, this bequest shall lapse. (e) Five Thousand Dollars ($5,000.00) to Gift of Hope, Church World Services, located at 28606 Phillips Street, P.O. Box 968, Elkhart, Indiana, or its successor, in the name of Evelyn and Kenneth Troy. (f) Three Thousand Dollars ($3,000.00) to Church Women United National, located at 475 Riverside Drive, Suite 500, New York, New York, or its successor, in the name of Evelyn and Kenneth Troy. (g) Five Thousand Dollars ($5,000.00) to ELCA, Missionary Sponsorship, E.P.E.S., located at 8765 W. Heggins Road, Chicago, Illinois, or its successor, in the name of Evelyn and Kenneth Troy. (h) Three Thousand Dollars.($3,000.00) to Children International, located at P.O. Box 219357, Kansas City, Missouri, or its successor, in the name of Evelyn and Kenneth Troy. (i) Twenty Thousand Dollars ($20,000.00) to Lutheran World Relief, located at P.O. Box 17061, Baltimore, Maryland, or its successor, in the name of Evelyn and Kenneth Troy. Q) Two Thousand Dollars ($2,000.00) to Breast Cancer Society of New Jersey, located at PM.B 226, 3587 Highway#9, Freehold, New Jersey, or its successor, in the name of Evelyn and Kenneth Troy. Page 2 of 9 :r I I (k) Twenty Five Thousand Dollars ($25,000.00) to Saint Stephen Evangelical Lutheran Church located at 3145 Park Avenue, South Plainfield, New Jersey, or its successor, in the name of Evelyn and Kenneth Troy. It is my intention that the bequests set forth in subparagraphs (e)through (k) above qualify for a charitable deduction under the Internal Revenue Code of 1986, as the same may be amended or modified from time to time. ITEM V: I give, devise, and bequeath all of the rest, residue, and remainder of my property, real, personal, and mixed, to my husband, Kenneth J. Troy. In the event my husband, Kenneth J. Troy predeceases me, then I give, devise, and bequeath said rest, residue and remainder of my estate in equal shares to my children, Thomas K. Troy and Robert P. Troy, outright. If my son, Robert P. Troy, should predecease me, then his share shall pass as follows: Sixty percent (60%) to my daughter-in-law, Jeanne Troy, outright, per stirpes; and Twenty percent (20%) to each of my granddaughters, Jennifer L. Hoopai and Jessica C. Troy, outright, per stirpes. If my son, Thomas K. Troy, should predecease me, then his share shall pass to my daughter-in-law, Sheree Chalfant Troy, outright. If Sheree Chalfant Troy shall predecease me, then this bequest shall pass to my son, Robert P. Troy, outright, per stirpes. Trust for Grandchildren ITEM VI: If any beneficiary other than my children (i.e., grandchildren) is entitled to a distributable share of the principal of my estate and has not attained twenty- five (25) years of age, then I give and bequeath such share to my Trustee, hereafter named, to be held IN TRUST NEVERTHELESS for the benefit of such grandchild, in accordance with the following terms and conditions: (a) My Trustee shall have, hold, manage, invest and reinvest the principal thereof and shall, if the grandchild has not attained twenty-five (25) years of age, pay to or for the benefit of such grandchild in not less than quarterly installments so much of the net income and principal of said trust as the Trustee, in the Trustee's sole discretion, shall deem necessary and appropriate to maintain said grandchild in the proper station in life, including proper support, maintenance, medical, hospital, nursing and nursing home care, and high school, vocational, college, university and post-graduate education. Any undistributed income shall be accumulated. (b) Upon such granchild's attaining the age of twenty-five (25) years, she shall, upon written request, be paid all of the remaining assets Page 3 of 9 ' I of the trust. In the event a trust beneficiary dies prior to receiving all of her trust assets, such remaining trust assets shall be payable to the deceased trust beneficiary's estate. (c) If the Trustee determines that it is no longer desirable to maintain a grandchild's trust, or the value of the corpus is less than Five Thousand Dollars ($5,000.00), the Trustee may distribute the entire corpus and accumulated income of the trust to its beneficiary, at which time the trust shall cease and terminate. (e) Except as otherwise may be provided, during the continuance of any of the trusts created under the provisions of this Will, and thereafter until the property is distributed to and received by a beneficiary hereunder, the principal sums thus held in trust for any beneficiary, and the income thereof shall not be subject to or liable for any contracts, debts, engagements, liabilities, or torts of such beneficiary now or hereafter made, contracted , incurred, or committed, including, without limitation, attachment, levy, and seizure by any creditor, spouse, assignee, trustee, or receiver in bankruptcy, but shall be absolutely free from the same, and such beneficiary shall have no power to sell, assign, anticipate, or encumber all or any part of the principal sums of such beneficiary's interest therein, or the income thereof. Appointment of Fiduciaries ITEM VII: I hereby nominate, constitute and appoint my husband, Kenneth J. Troy, to be my Executor. In the event of the death, resignation, refusal or inability of my husband to serve as Executor, I nominate, constitute and appoint my children, Thomas K. Troy and Robert P. Troy, or the survivor of them, to serve as Co-Executors in his place. ITEM VIII: I hereby nominate, constitute and appoint my sons, Thomas K. Troy and Robert P. Troy, or the survivor of them, to serve as Co-Trustees of any trust created under this Will. The last surviving Trustee as named above in this Will shall have the power to designate his or her successor which shall take effect in the event of the death, resignation, refusal or inability of the last living Trustee to serve. All references herein to the 'Trustee" shall mean the originally appointed Co-Trustees or the successor Trustee or Co-Trustees, as the case may be. ITEM IX: If at any time any minor child or mentally incapacitated person shall be entitled to receive any assets hereunder, my Trustee shall act as Guardian of the assets payable to such person and shall have full authority to use such assets in any manner as such Guardian shall deem advisable for the best interests of such person, including proper support, maintenance, medical, hospital, nursing and nursing Page 4 of 9 home care, high school, college, university, post,graduate or other education, without securing court order. ITEM X: My Executor, Trustee, and Guardian are specifically relieved from the duty or obligation of filing any bond or other security. Powers of Fiduciaries ITEM XI: In the settlement of my Estate and during the continued existence of the foregoing trusts, my Executor and Trustee of each trust shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries: (a) To retain any investment I may have at my death, so long as my Executor or Trustee may deem it advisable to my Estate or trusts to do so. (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities, other than options or futures, and in such other real or personal property as my Executor or Trustee shall deem wise, without being restricted to so-called 'legal investments." (c) In order to effect a division of the principal of my Estate or a trust or for any other purpose, including any final distribution of my Estate or any trust, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty, partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date(s) of their division or distribution. (d) To sell, either at public or private sale, and upon such terms and conditions.as my Executor or Trustee may deem advantageous to my Estate or trusts, any or all real or personal estate or interest therein owned by my Estate or trusts, severally or in conjunction with other persons, or acquired after my death by my Executor or Trustee, and to consummate said sale(s) by sufficient deeds or other instruments to the purchaser(s) conveying a fee simple title, free and clear of all trust, and without obligation or liability of the purchaser(s) to see to the application of the purchase money or to make inquiry into the validity of said sale(s); also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings that may be necessary or desirable to effect any of the bequests or devises made in my Will or in carrying out any of Page 5 of 9 the powers conferred upon my Executor or Trustee in this Item XI(d) or elsewhere in my Will. (e) To mortgage real estate and to make leases of real estate. (f) To borrow money from any party to pay indebtedness of mine or of my Estate or trusts, expenses of administration, or inheritance, legacy, estate and other taxes. (g) To pay all costs, taxes, expenses and charges, except as herein noted, in connection with the administration of my Estate or a trust. My Executor shall pay expenses of my last illness and funeral expenses. (h) To vote any shares of stock that form a part of my Estate or a trust and otherwise to exercise all the powers incident to the ownership of such stock. (i) To assign to and hold in a trust an undivided portion of any asset. (j) In the discretion of my Trustee, if the size of any trust herein established shall become so small that it is impractical or uneconomical to continue said trust, my Trustee may distribute all accumulated income and principal to the then income beneficiaries in proportion to their income interests. (k) To merge, after the death of my husband, any trust created hereunder with any other trust or trusts created by me or my husband, under will or deed, if the terms of any such trust are substantially similar and are held for the primary benefit of the same persons, and if such merger shall not cause an adverse income, estate or generation-skipping transfer tax consequence. (1) The right and discretion to elect the most appropriate settlement options for any pension plans, individual retirement accounts or other employee benefit options payable to my Estate or any trust, assuming such election shall be in accordance with procedures established by the plan's administrative committee or administrator, as the case may be. (m) The right to engage accountants, attorneys, appraisers and other agents, as deemed necessary by my Executor or Trustee, to render advice to and/or to represent my Executor or Trustee, as my Executor or Trustee deem necessary or appropriate to the Page 6 of 9 i administration and preservation of my Estate or the assets of any trust. (n) To do all other acts that, in the judgment of my Executor or Trustee, are necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. Miscellaneous Provisions ITEM XII: Any person who shall have died at the same time as me, or in a common disaster with me, or who shall fail to survive me by ninety (90) days, shall be deemed to have predeceased me. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of this page, the next two pages, and the preceding six pages, this 22nd day of May, 2013. Evelyn SIGNED, SEALED, PUBLISHED AND DECLARED by the above- named Testator, Evelyn H. Troy, as and for her Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed o na es as witnesses in attestation thereof. Address1� � �e Address Page 7 of 9 COMMONWEALTH OF PENNSYLVANIA 1 SS. COUNTY OF ✓v��nr\4v�cJ I, Evelyn H. Troy, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by Evelyn H. Troy, the Testator, this 22nd day of May, 2013. aA4t -1 � ' ' —� COMMONWEALTH OF PENNSYLVANIA Evelyn H. Teby, Testator Notarial Seal Betsy A.Bamhart,Notary Public West Cornwall Twp.,Lebanon County My Commission Expires Jan.27,2014 MEMBER PENNSYLVANIA ASSOQATION OF NOtAMES Notary Public My Commission Expires: J4� ate, 2Oly Page 8 of 9 COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF C r-\oQr1a1-,cJ We, David R. Getz and \ nnyNa a Ce the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as her Last Will; that the Testator signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness, in the hearing and sight of the Testator, signed the Will as a witness; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by David R. Getz and nv14 S��_e , witnesse 22nd day of May, 2013. S Witness COMMONWEALTH OF PENNSYLVANIA \y� Notarial Seal . Betsy A.Bamhart,Notary Public Witness West Cvmwaa Twp.,Lebanon County My Commisdon Expires Jan.27,2014 MEMBER,OENNSriVNVA ASSnC7AT(dN OF MQfARt6 r::Na � Notary Public My Commission Expires: a j 4-71 F:\dbvAWillskTroy\EvelynH.-Wtil.docx Page 9 of 9 M r O N RI N r d a d d N t d y O ^ N fD O O O N ty m d C N O O O N h N O � N r w 7 N N O r W tO [O R VJ b p m t0 N M m N O R N N N r N M h9 t9 W fA f9 f9 hA f9 f9 f9 d U p O O O N O M L Vj O O m M N � N N _ O d M N d C a rn o o x y m n w d d m m M o y w m d O c n+ c d p V O C o Z Q u N 0 C d Q d U w c a d N W d LL v m Q r d LL O > W fn N U C O C N LL N o a O p 11 0 d £ < d N M C O O X d U N N d d d R c O 0 ` O d p m m Q Q s m c c d d v > o `o p E x v m r CO. Od C L Ul d W k Cd co W- \ \ \ \ LU � ! f ° _ § Ix) / o k \ k | 7 0 § ! -2 (® ƒ ) ' / ) ! 2000 Lexus RX 300 Sport Utility 4D Trade In Values - Kelley Blue Book Page 1 of 3 Q MP CODE:17011 I Sign in(or Sign up) home I car values I cars for sale I car reviews I KBB top picks I research tools 2013 RX 350 LEASE "�t� Popular at Kee.com $369.27. $3W959a.,d a.. _ The 40 mpg Cars of 2013 Fd .a..itir..14.A..I.T.N. ,.p,yEa DEtAls �d1�.•,mdD.ONmilYr M /e ennrnent Why tlst Home>Car Values>laxus>RX>20DO>Options> RX 300 Sport utility 4D Lexus v Rx O 2000 Tv] Go Your Blue Book"'Value Slow Used Car Prices l Price Your Not Car rYAM,ar:S-Year COST to Own Award, t (P. San Data% � 2000 Lexus RX E.pl . _ —r Style: RX 300 Sport Uglily 9D v MENDOOMEN Dm S.Mb Edit options IChedt spets Mileage:® Charge Uka M150r Trade-In Value Private Party Value r� whm traEing Ina!a aeekaThip when selling the on tvurself akk Prim Report .. 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Search Cars for Sale Get a Used Car Report near Camp Hill l 3W Get the Information You Need on This RX 2000 Lexus Before You Buy Search En[er VJIV ftr onalJ GO No VIN?No Modem!Buy an UN11MnED My..1011 vuls as you ItsearaL Recently,vkwed Cars I My saved Can Save w Al http://www.kbb.com/lexus/rx/2000-lexus-rx/rx-300-sport-utility-4d/?pricetype=private-pa... 10/29/2013 WIX, WENGER & WEIDNER A PROFESSIONAL CORPORATION RICHARD H.WIX ATTORNEYS AT LAW DEAN A.WEIDNER STEVEN c. SHA DE WIX 508 NORTH SECOND STREET or counsBi THERESA L SHADE R.GE72 HARRISBURG, PENNSYLVANIA 17101 Mailing Address. STEPHEN J.DZURANIN Post Office Box 845 JEFFREY C.CLARK Harrisburg,PA 17108-0845 PETER G HOWLAND BRADLEY R.GORTER (717)234-4182 Suburban Office FAX(717)234-4224 4705 DUKE STREET Aso member Maasarnusens Bar WWW.WWWPalaw.cord HARRISBURG.PA 17109-3041 (717)652-8455 April 4, 2014 ,v Ms. Glenda Farner Strasbaugh o s m m Register of Wills W �,�' 70 o Cumberland County Courthouse M n r"- z' ---'-) v One Courthouse Square n N -,3 M o Carlisle, PA 17013-3387 0 ' x o 0 Re: Estate of Evelyn H. Troy C' Estate File No. 21-2013-1108 E rn C�o Our File No. 8508-16402 Dear Ms. Strasbaugh. Enclosed are the original and one copy of the Inheritance Tax Return for filing on behalf of the above-captioned estate. Also enclosed for filing are the original and one copy of the Inventory. Please process these documents and return time-stamped copies to our office in the envelope provided. Thank you for your assistance in this matter. If you have any questions regarding the above, please contact me. Sincerely, WIX,;WGER & WEIDNER By: WL Denise B. Williamson Paralegal /d bw Enclosures cc: David R. Getz, Esquire �I• ` r A fJ " "1 r= N 4',•'d o c N O N Z Z u n i _ - o W rNr i 5 7 9 PO - J ` CY 9 N M o z c r m W -mac o m _0 a N :;(3 rn v L n o ° n o -v n *I n o m 3 m p C C-> I-+ I-- rn Cn cn o. co �r y o � • A • N Z _O A e r - -N P N W N �O `• D tD 10 r