HomeMy WebLinkAbout05-19-14 � 150561�105
REV-1500 EX(02-11)(FI)
pennsylvania OFFICIAL USE ONLY
PA Department of Revenue OEPARTMENTOF REVENUE County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601 ��.�/�--- QQ���
Harrisbur9,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
DecedenYs Last Name Suffix DecedenYs First Name MI
BRIGGS RUBY E .
(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 BOXES BELOW
x0 1. Original Return Q 2. Supplemental Return Q 3. Remainder Return(Date of Death
Priorto 12-13-82)
Q 4. Limited Estate Q 4a. Future Interest Compromise(date of Q 5. Federal Estate Tax Return Required
death after 12-12-82)
Q 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
Q 9. LiGgation Proceeds Received Q 10. Spousal Poverty Credit(Date of Death Q 11. Election to�Tax under Sec.9113(A) •,'r
Beriveen 12-31-91 and 1-1-95) (Attach Schedule O) ��
CORRESPONDENT-THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIR�E i�: ;�� n
Name Daytime Tele�o�Number� r�' o
� � �. —c r n ;:17
STEPHEN D. TILEY 717-24�?�43� ►-� �` `�
,� ���,�y
" C.o.� -,,_ ...„ ,
REGISTE�OF]IVILLS USE ON41Cti (_.
:-=�7 r..,� r� -*� •..q,� -•T
C'7 C� --r� � _ 4�.
First Line ofAddress `� � r—+ �
N
5 SOUTH HANOVER STREE � � � �'
Second Line ofAddress
DATE FILED
City or Post Office State ZIP Code
CARISLE PA 17013
CorrespondenYs e-mail address:
Under penalties of pery'ury,1 declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true correct and com lete.Declaration of re arer other than the ersonal re resentative is b sed on ail information of which re arer has an knowled e.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN � DATE
, . �—ib—���
,
ADDRESS
ERNEST C . ILSON 2458 VICTORIA WAY COPLAY PA 18037
SIGNATUR OF PR RER OTHE THAN R RESE TATIVE DATE
ADDRESS
STEPHEN D. TILEY, 5 SOUTH HANOVER STREET, CARLISLE, PA b7013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610105 1505610105 �
� 1505610205
REV-1500 EX(FI)
Decedent's Social Security Number
DecedenYsName: RUBY E . BRIGGS
RECAPITULATION
1. Real Estate(Schedule A). . . . . . . . .. . . . . . .. . . . . . .. . ... . . . . .. .. . . . .. .. 1. �. �0
2. Stocks and Bonds(Schedule B). . . .. .. . ... . . . . ... . . . .. ... .. . .. ... . . . 2. 4 3 9 3 3.2 5
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C). . . 3. � . ��
4. Mortgages and Notes Receivable(Schedule D). . . ... . .. . .. ... . .. .. .. .. . 4. � . 00
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . 5. 12 3 3 6 4 . 2 9
6. Jointly Owned Property(Schedule F) 0 Separate Billing Requested. . . . . . . 6. �. �0
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) �Separate Billing Requested.... .. . 7, 352257. 51
8. Total Gross Assets(total Lines 1 through 7). . . .. .... .. . .. . .. .. . .. .. .. . 8. 5 L 9 5 5 5 . 0 5
9. Funeral Expenses and Administrative Costs(Schedule H).. .. .. .. ... .. . . .. 9. 216 8 8 . $2
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I).. .... .. . . . . .10. 6�7. 7 3
11. Total Deductions(total Lines 9 and 10).. .. . . . . . . . . . . . . . . . . . . .. . . . . . . 11. 2 2 2 9 6 . 2 5
12. Net Value of Estate(Line 8 minus Line 11).. .. . .. .. .. . .. . . .. .. . . . .. .. . 12. 4 9 7 2 S 8. 8 0
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J). .. . .. . .. .. . .. .. .. . .. ..13. 8 7 0 0 0. 7 7
14. Net Value Subject to Tax(Line 12 minus Line 13).. .. . ... .. ... . . . .. .. . . 14. 41 O 2 S B. 0 3
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 � 15. O . ��
16. Amount of Line 14 taxable
at lineal rate X.0 4 5 16. O . 0 0
17. Amount of Line 14
taxable at sibling rate X . 12 17. �• ��
18. Amount of Line 14 taxable
at co��atera�rate x . 15 410 2 5 8.0 3 �s. 615 3 8. 7 0
19. TAXDUE. . .. .. .. . ... . . . . . . . . . . .. .. . . .. .. .. . . .. . . . . ... . . . . . . . .. . . 19. 61538 . 7�
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT x0
Side 2
L 1505610205 15�561�205 �
REV-1500 EX(FI) Page 3 File Number 104-14-9704
Decedent's Complete Address: 21-13-00777
DECEDENT'S NAME
RUBY E. BRIGGS
STREETADDRESS
770 SOUTH HANOVER STREET
CITY STATE ZIP
CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 61538.70
2. Credits/Payments
A.Prior Payments 60196.66
B.Discount 3076.89
Total Credits(A+B) (2) 63273.55
3. Interest
(3)
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) 1734.85
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.
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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?..................................................................... � �
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
contains a beneficiary designation?........................................................................................................................ 0 ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
�s .�#�. '�« .. . . , .. . . .. .�..��„���,1`'.�� F �"��Y�#2 a� .�e^�'���'�*� r . .. � . . . .
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. . . ���a��..<,�a,. . �,,,a,. .
For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)�.
For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1){ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5 percent,except as noted in�72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§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+(&12)
pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ruby E. Briggs 21-13-00777
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 50.000 Shares MetLife common stock at$45.34 per share(See Exhibit"A") 2,267.00
2. MorganStanley: 437.509 shares Invesco S&P Index A(SPIAX)at$17.14 per share 7,498.90
(See Exhibit"B")
3. MorganStanley: 442.883 MS U.S. Government Securities Trust B(USGBX)at
$8.75 per share 3,875.23
Accrued Dividend to DOD 6.50
(See Exhibits"B"& "C") �
4. MorganStanley: Cash, Liquid Asset Fund, and Bank Deposits. (See Exhibit"C") 30,285.37
Accrued Interest re Bank Deposits to DOD 0.01
Accrued Interest re MS Liquid Asset Fund to DOD 0.24
TOTAL(Also enter on Line 2, Recapitulation) $ 43,933.25
If more space is needed,insert additional sheets of the same size
REV-1508EX+(08-12) SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
NHPERITANCET�AXR TURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Ruby E. Briggs 21-13-00777
Include the proceeds of litigation and the date the proceeds were received by the estate.
Ail property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC Bank Checking Account No.: 5004083432 19,735.39
Accrued Interest to DOD 0.00
2. PNC Bank Savings Account No.: 5003963331 97,990.61
Accrued Interest to DOD 6.23
3. NY Teachers retirement Payment 1,928.51
4. Medical Reimbursement-Contra Islip 629.40
5. Medical Reimbursement-The Empire Plan 34.92
6. Medical Reimbursement-The Empire Plan 46.67
7. Refund-Chapel Pointe at Carlisle 1,117.56
8. Pending Refund-2013 personal Federal Income Tax 1,875.00
TOTAL(Also enter on line 5, Recapitulation) $ 123,36429
If more space is needed, use additional sheets of paper of the same size.
REV-1510EX+(08-09) SCHEDULE G
pennsylvania lNTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ruby E. Briggs 21-13-00777
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 INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATEOFDEATH %OFDECD�S EXCLUSION TAXABLE
NUMBER THEDATEOFTRANSFER.ATfACHACOPYOFTHEDEEDFORREALESTATE. VALUEOFASSET INTEREST OfAPPLICABLE) VALUE
1. Annuity-PNC Investments-Western National/American 0.00
Generai Life-Contract No.: 115UE05520. (See Exhibit"F") 0.00
Principal 344,000.00 100.00°/a 344,000.00
Accrued Interest 4,746.34 100.00% 4,746.34
0.00
2. PNC Bank CD#31400364283 In Trust for Ernest C.Wilson 0.00
Principal 3,511.09 100.00% 3,511.09
Accrued Interest 0.08 100.00% 0.08
(See Exhibit"D") 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOTAL Also enter on Line 7, Reca itulation $ 352,257.51
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
R SEDENTDEC DENETURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Ruby E. Briggs 21-13-00777
Decedent's debts must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home(Portion in excess of"preneed"arrangements 1,740.48
B. ADMINiSTRATIVE COSTS:
1. Personal Representative Commissions: 9,500.00
Name(s)of Personal Representative(s) Ernest C.Wilson
SVeetAddress 2458 Victoria Way
City Coplay State PA ZiP 18037
Year(s)Commission Paid: 2014
2. Attorney Fees: 9,500.00
3. Family Exemption:(If decedenYs address is not the same as GaimanYs,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 353.50
5. Accountant Fees: ItlCluded With Atty.
6. Tax Return Preparer Fees: �fIC�Ud2d Wlth AttY.
7. Additional Short Certificates 15.00
8. Advertising(CLJ $75.00;The Sentinel$189.54) 264.54
9. Reserve for Filing Account-Fee to Register of Wills 315.00
TOTAL(Also enter on Line 9, Recapitulation) $ 21,688.52
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN DEBTS OF DECEDENT�
RESIDENT DECEDENT MORTGAGE LIABILITIES 8�LIENS
ESTATE OF FILE NUMBER
Ruby E. Briggs 21-13-00777
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 OEATH
1.
6/28/13 Partial Reimbursement-NY Teachers Retirement 392.83
2. 9/20/13 Pinker&Associates, medical bill 42.89
3. 9/20/13 Alert Pharmacy Services, Inc. 15.72
4. 9/20/14 Carlisle Regional Medical Center 70.00
5. 12/30/13 George Branscum, MD 8.33
6. 12/30/13 Alpha Diagnostics, LLC 35.07
7. 4/14/14 Pinker&Associates, medical bill 42.89
TOTAL(Also enter on Line 10, Recapitulation) $ 607.73
If more space is needed,insert additionai sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Rub E. Bri s 21-13-00777
RELATIONSHIPTO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
� Ernest C.Wilson, 2458 Victoria Way, Coplay, PA 18037
Nephew 10% Probate Residuary
2 Ernest C.Wilson, 2458�ctoria Way, Coplay, PA 18037
(50%Sch. G, Item 1, $174,373.17+ 100% Sch. G, Item 2, $3,511,17) Nephew 177,884.34
3 Joan DeSilva,416 Barbara Lane,West Hempstead, NY 11552
Niece 10% Probate Residuary
Joan DeSilva,416 Barbara Lane,West Hempstead, NY 11552
4� (50%Sch. G, Item 1, $174,373.17) Niece 174,373.17
5 Dolores McLaurin, 69 Mainbridge Lane,Willingboro, NJ 08046
Niece 10% Probate Residuary
6 Ruby A. Briggs,Apt. 176-11, 134th Ave., Jamaca, NY 11434
Cousin-in-law 10% Probate Residuary
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:
1.
B. CHARITABLEAND GOVERNMENTAL DISTRIBUTIONS:
1. SEEATTACHED SCHEDULE J-1
60%Probate Residuary 87,000.77
TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
87,000.77
If more space is needed,use additional sheets of paper of the same size.
SCHEDULE J-1
BENEFICIARIES
ESTATE OF: FILE NUMBER:
RUBY E.BRIGGS 21-13-00777
AMOUNT OR
SHARE OF
ESTATE
Share of
Residuary of
Probate Estate
1) The Alliance Home of Carlisle,PA,Inc. 10%
t/d/b/a Chapel Pointe at Carlisle
770 South Hanover Street
Carlisle,PA 17013
2) The Grand Old Gospel Fellowship/Sam Hart Ministries 10%
c/o GOGF Ministries
Dr.Tony Hart,President
160 East Main Street
Lansdale,PA 19446
3) The American Indian Hour 10%
c/o The American Indian Liberation Crusade
4009 Halldale Avenue
Los Angeles,CA 9002-1851
4) The Great Commission Fund 10%
of the Christian and Missionary Alliance
c/o The Orchard Foundation
8595 Explorer Drive
Colorado Springs,CO 80920
5) The Salvation Army of Hempstead,New York 10%
c/o Eastern Territorial Headquarters
Legal Departement
440 West Nyack Road
P.O. Box C-635
West Nyack,NY 10094-1739
Schedule J-1 Page 1
SCHEDULE J-1
BENEFICIARIES
ESTATE OF: FILE NUMBER:
RUBY E.BRIGGS 21-13-00777
AMOUNT OR
SHARE OF
ESTATE
6) AMG International 10%
6815 Shallowford Road
Chattanooga,TN 37421
Charitable Beneficiaries' Share of Probate Residuary Estate: 60°Io
CALCULATION OF CHARITABLE BEQUESTS
FORM REV-1500
RECAPITULATION LINE 13
Net Value of Estate per Line 12: 497,258.80
Less Schedule G: (352,257.51)
Net Probate Estate: 145,001.29
Times Percentage Charitable: 60%
Charitable Bequests - REV-1500,Recapitularion,Line 13: 87,000.77
Schedule J-� Page 2
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LAST WILL AND TESTAMENT
OF
RUBY E.BRIGGS
I,Ruby E.Briggs,of 770 South Hanover Sueet,Carlisle,Cumberland County,
Pennsylvania,being of sound and disposing mind,memory and understanding,do hereby make,
publish and declare this as and for my Last Will and Testament,hereby revoking and making
void any and all Wills and Codicils heretofore made.
FIRST
I direct the payment of my just debts and funeral expenses as soon after my death as may
be convenient.
I direct that each legatee and devisee shall bear the estate,inheritance and other death
taxes attributable to his or her distributive share of my estate.
SECOND
I declare that I am unmarried and that I have no children.
THIRD
All the rest,residue and remainder of my estate,real,personal and mixed,and
wheresoever the same may be situate,I give,devise and bequeath as foliows:
A. Ten percent(10%)to The Alliance Home of Carlisle,PA.,
Inc.t/d/b/a Chapel Pointe of Carlisie,770 South Hanover Street,Carlisle,
Pennsylvania 17013 to be used at the sole discretion of the governing board
of the organization for general purposes;
B. Ten percent(10%)to The G:and Old Gospel Fellowship/Sam
Hart Ministries located in Philadelptua,Pennsylvania,to be used at the sole
. discretion of the governing board of the organization;
C. Ten percent(10%)to The American Indian Hour located in
Inglewood,California to be used at the sole discretion of the governing boazd
� of the organization;
D. Ten percent(10%)to The Great Commission Fund of The
Christian and Missionary Alliance located in Colorado Springs,Colorado;
E. Ten percent(10%)to The Salvation Army of Hempstead,New
York,with one half of this gift to be used for the adult rehabilitation center
located at 194 Front Street,Hempstead,New York and the remaining half to be
used in the community service program located at 65 Adantic Avenue,
Hempstead,New York,provided,however,that if either of these programs shall
have ceased,then to be used at the sole discredon of the goveming boazd of the
organization for general purposes;
F. Ten percent(]O�Ic)to Ai�tG International located in Ch�tt<.nooba.
Tennessee to be used at the sole discretion of the governing board of the
organization for general purposes;
G. Ten percent(10%)to my niece,Dolores McLaurin,
presendy living in Willingboro,New 7ersey;
H. Ten percent(10%)to my nephew,Emest C.Wilson,presently
living at 2458 Victoria Way,Copiay,Pennsylvania;
I. Ten percent(10%)to my niece,Jo�n DeSilva,presently living
at 416 Barbara Lane,West Hempstead,New York;
Page 1 of 3
Last Wil!and Testament of Ruby E.Bnggs
J. Ten percent(10%)to my cousin-in-law,Ruby A.Briggs,
presently living in Springfield Gazdens,New York.
In the event that any individual beneficiary shall prcdecease me then his or her share shall
pass to such of his or her issue as shall survive me.per stirpes,and if there be no such issue the
same shall lapse. In the event that any charitable beneficiary shall have ceased to exist at the
time of my death the gift to that beneficiary shall lapse. Any lapsed devise or bequest shall be
distributed proportionately among my remaining beneficiaries,each to receive the proportion of
the lapsed gift calculated by dividing each beneficiary's above stated percentage share by the
total of all non-lapsed percentage shares.
FOURTH
I hereby nominate,constitute and appoint my nephew,Ernest�.Wilson,residing 2t 2458
Victoria Way,Coplay,Pennsylvania 18037,as Executor of this my Last Wili and Testament. In
the event of the renunciation,death,resignation or inability to act for any reason whatsoever of
my said nephew I nominate,constitute and appoint my niece,Joan DeSilva,residing at 416
Barbra Lane,West Hempstead,New York 11552,as Executrix of this my Last Will and
Testament. I further direct that no bond or other security shall be required of any Executor or
Executrix appointed in this Will for the performance of his,her or its duties in any jurisdiction in
which he,she or it may be called upon to act. The terms Executor or Executrix may be used
interchangeably in this Will and shall refer to any Executor or Executrix appointed in this will,or
any other Administrator appointed by a court of competent jurisdiction.
FIFTH
In addition to,and not in limitation of,the powers conferred by law or by other
provisions of this Will,my Executor shall have the following powers,each of which may be
exercised from time to time by my Executor in[his/her]sole discretion:
(a) To retain in the form received,and to sell either at public or private sale,or to
distribute in kind,any real or personal property.
(b) To manage both real and personal property.
(c) To invest and reinvest in all forms of property,notwithstanding the fact that any
or all of the investments made are of a character or size which but for this
expressed authority would not be considered proper for an Executor.
(d) To exercise any option or rights azising from the ownership of investments.
(e) To compromise claims without court approval and without the consent of any
beneficiary.
IN WITNESS WHEREOF,I have hereunto set my hand and seal to this my Last Will
and Testament,written on three(3)pages(including notary page),this L� J�'T day of
-�r;2002.
o�'�L�--�../�(.✓ � '
(SEAL)
Rub E.Briggs
Signed,sealed,published,and declared by Ruby E.Briggs the Testatrix above named,as
and for her Last Will and Testament,in our presence,who,in her presence,at her request,and in
the presence of each other,have hereunto subscribed our names as attesting witnesses.
L ..���
� �
last Will and Testament of Ruby E.Briggs age 2 of 3
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF CUMBERLAND )
We,Ruby E.Briggs,the Testatrix in,and Stephen D.'I�ley
and ftobert G. Frey ,the witnesses,to the Last Will and Testament,the
attached or foregoing instrument,who have signed tho instrument,having been duly qualified
according to law do depose and say:
a. that I,the Testatrix,do hereby acknowledge that I signed and executed the
instrument as my Last Wiil and Testament,that I signed it willingly and as my
free and voluntary act for the purposes therein expressed;and
b. that we,the witnesses,were present and saw the Testatrix sign and execute the
instrument as her Last Will and Testament,that she signed it willingly and
executed it as her free and voluntary act for the puiposes therein expressed;that
each of us in the hearing and sight of the Testatrix signed the Last Will and
Testament as a witness and that to the best of our knowledge the Testatrix was at
that time eighteen(18)or more years of age,of sound mind and under no
constraint or undue influence.
h-
� _`7/��s
�
Subscribed,sworn to and acknowledged before me by the Testatrix and the witnesses
above-named,this �/t�" day of��2002.
�--.�Ns M,- /
Notary Public
NOTARIAL SEAL
TRI&M rl LIESS�NOTARY PUBLIC
BOitOU011 OF CARLISLE,CUMBER�AI�00..M
MY CQA�M.9310N EXPIRES AMY TO 2006
Last Will and Testament of Ruby E.Briggs Page 3 of 3
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Jun 21,2013 45.65 45.69 44.38 45.04 13,507,100 44.27
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''""�",�„�:;x,, '���
M�rgan Stanley
Client Advisory Center October 8, 2013
PO Box 951106
South Jordan,UT 84095
Stephen D. Tiley
5 South Hanover Street
Carlisle, PA 17013
Dear Stephen:
Thank you for your continued business with Morgan Stanley Wealth Management. We are in
receipt of the documents you recently submitted, and have begun the deceased account process. Per
your quests included are the date of death values for the securities in Ruby E. Briggs account with
us.
CUSIP Quantity PRC PRCADAT
SPIAX 437.509 17.14 20130620
USGBX 442.883 8.75 20130620
If you have any questions, please do not hesitate to ca11 us. The telephone number for the Client
Advisory Center is (888) 454-0555. You may also contact me directly at(801) 617-7265.
Sincerely,
Oscar McConkie
Client Advisory Center
Hours of Operation: 8:00 am - 7:30 pm, Eastern Time
Monday through Friday
Morgan Stanley. Member SIPC.
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Jul, 30, 2013 2. 29PM PNC Bank No. 9379 P. 2/3
� `�� .
�
July 30,2013
Stephen D Tiley
Attorney at T.a�ev
5 S Hano�ver Si
Carlisle PA ]70]3
RE: Ruby E Briggs �
SSN: 104-14-9704
DOD: 06/20/2013
Ueaz Sir/Madam:
In response to your rec�uest for Date of Death(DOD)balax�.ces �or the customer noted abo�re, our
� recozds show�he follo�c�ving:
� Certificate of beposit , �
Account#31400364283 Esta.blished: 09/18/?Ol2
xvB����zGGS zTF
�RNEST C WTLSON
D011 bal2�ce: $3,511.09+0_08 acerued interest �
Interest Paid Ol-Ol.-20]3 rhru 06-20-2013 $7.38 'YTD
Checking Account
Account#�004083432 Established: 09I19/2002
RUB'Y E BRIGCrS
DOD balance: $].9,735.39+0.01 accrued interest
Ynterest paid 01-01-2013�kiru 06-20-2013 $1.25 YTD
Savap,gs A,ccount
Account#5003963331 � Established: 09/24/2002
RUB'Y E BR1CrCYS
DOD balance: $97,990.61 +6.23 accrued interest
Yntcrest Paid 01-01-2013 thru 06-20-2013 $31.99 YTD �
Ynvestment Accour�t
The decede��t maintained In�restment Account 1421286 & 17433583. For furthez inf'ormation,you
rnay ca11 the Brokerage Depanment at 1-800-762-6111. �
��������
Ju1. 30, 2013 2: 29PM PNC Bank No. 9379 P, 3/3
Please note that this office provides daie o.f death balances for deposit accounts (Y.CtAs, CDs,Checkin�and
Savinbs). We do not process any financial transactions ox p►rovide gtatemebts. lf you need assistance with
. ao.y ofthese items,please call ]-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch
office.
� Sincerely,
National Financia.( Set�vices Center �
PNC Bank,N.1�.
Member FD1C �
. ,
T��is message�S intended for the use of the indrvidual or entity to which r�is addressed d►zd may
contain iriformation that is privileged, corcfident��l and exempt from drselosure under applicable
. law rf the reader of this message is not the intended reeipient or the empl'oyee or agent
responsible for delzvering t�iis message to the intended recipier�t,yor� are hereGy nofifted that acny
disseminat�n►s, distribution or copyir�g of this communfcations rs strictly pr�ohfb�ted 1'jyou have
recerved f�is com�nunication in error,pl.ease notify me immediately by reply or by telephone at �
800 762-1775 and immediately desf,ray thfs faxed document,
1'age 2 of 2 �
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ii�ov, 11. 1UIj2 � : UZ�iv�06��riu� �ank WNL VALIC No. Nljj r;,�1 02/02
. Amer�can Generel
Life Compan�es
November 21, 2013
CHt1R.L�S L�'i'T.C,E
FAX t�717-691-405j
Re: An�.�.uity Contract#; SUEOSS2Q
Acccas�d: �uby E Briggs
�7Ear Mr Little:
Thar�.lc you for your recenl iaqui�ry regardi.t�g the referenced coalract. `V�woulc� lilte to take this
opportur�ily toprovido yov with the in�'or.mation requestEd.
The date of dcath value of the contract as ofJuna 2U, 2013 was$348,746,34
Principal is $344,040.00 s�d$4,74�i,34 in intorest,
This pol.icy was solely owtled by RuUy Bziggs. It was ops�ed on Septeniber 28, 2012 and was tlot
a eo�ttiuuatio�of an eatli�r aecount, but was repiacing an account wi,tb��nother compa�,y,
We appreeiate yot�r prompt attoz�tion to tl�is matter, Shou(d you havc at�y quasti.ot�s ar require
fiatthcr assistance,plcase faot fiec to contaot oar Clicnt Care CcntEr by ttsing our toll free numl�er
of 1-800-424-4490.
Sincerc]y,
����
�?�
Patrick Sailcy
Claima TJopat�tment
����W���
American General Life Inaur�hce Cnmpany
P.O.Box 871 •Am�rlllo,TX�79105-0871
LI•t•AGL
i
�
i
i '
I
� � M4R f
d 1996
I Interna.I Revenue Service �
' �p�'tment of the Treasury
� District Director
; Returns pz.flgx,� M�Qment
' � Staff - Taxpayer q$sistance
i UATS_ March 14, 1996 4fl1 West Peachtree St_ ,NW
� C-1130, Stop 520-D
� Atlanta, GA 30365
I A P! G Internationai Date of Inquiry:
' 6F3.15 Shall owford Rd 02-21-96
I Chattanoo�a, TN 37,};x . Per�on to Contact:
Bab Mitchell
� • . Telephone Number=
' 404 331-3025
�
' �I1V: 13-1766596
i
l L�Ear Ta.epayer:
I
iThi3 is in resruna� tu your re uest
; your exeu�ption from F�deral income ta�..v_ for confir!nation �f
i
' ��r records indicate yeur or�anization was
�i from Federai income ta.v under section 501(c).(3)g af t he eInte„nal
Revenue Code by our letter dated March 1954.
� determined not to be a You Were furthEr
i section �pg a Frivate foundation within the me3ning of
O of the Code becau�e you are an ergani�ation
j d�scribed in section 5+:�9(a) (?�
i .
; rontriLutions to yeu ai•e deductible aa provided in sec:tion 17C)
� the Code. of
� The ta.�
I e:cempt �t�tus rec:ogr.i�ed by our letter referred rn
above is currently in ��ffect 2nd will remain in•
� terminated, mudif��� or revoked by the Internal Rev nue� ��r��u�eil
I Any change ir. your gurg�ses, character
i must be regorted to us so we may consider the tf ct of at*!1n
i c�iange on your e:;zMF,t 9tatus. You must also report any char_ge
( in your name and adc�r?sa_
� Thank you for
your cooperation.
Sincerely�
,
, ���J�=� � 1�
� �,
� E.�cem t
F �rganization�
�
TPA4�Qltr ��uordinator
/kid�ess aoy rgA�Y to: P- 0. Box 12836, Philadelp'nia, �a. 1y108
. M� 4QC���7� CD�w�:������. . .
� � � D�3��G`� n�PC:�6t3QP •
. � . . �,r,�:t��..�r- ; tr r /�M 7-,•� :•^,rr,rr�.1i�`�.'
J��. •rrfwY ■��i�r�lir+�i Vv.
,,.7 Dat�: (•In r�ply r�f�r ta
�%''� `��'• Fet�u.ary 18, 1970 AU:F-111.2 R� .
��'��' ��� ' -
I `' •r
t,� .� - - . F�-�0?0 76
T�,.�i U;-_ �=�-'��i+' � � The Grand �ld CoePel Fellrnrship,Inc
�'"r'� P.O.Bos 8081
, pHi l Arl�.pbie., Pa. 19101
Gentl.emans
_ . - .
� Pur�o�e: Re3.i.giou9
Address Inqui�-ies �•'id �ile , � - -
Returns zrita Di�tric� � •
Director af Internal Revenue: Phile.delphis, Pa• �
accounting �erioa Enaing: a�uar,� 31 �
B�.sed on infor�ation supplied, ue have determined �hs� you �^e exe..�t �ro�t
_._. Fader�i. incomo tax unaer secti�n �Gl(c)(3) o� �ha Interaal Revenub Code.
Thi.s deter�±.nation assumas y��.�r operations �ri11 be as stated in ;/our
exerwtion.ap�li.cation. A.-�y chan;es in opera�ior.s fron �r.oss described,
o� in �our character or pu��::es, �st be repo�ted i.'.�eai�.�ely to yow:
District Director for cons�cer�:ticn of theis e�iect ��an yaur e:c�cpt sta�.:s.
You mist also report any char:ee in �our n�.as or address.
In this letter we are not dete_�inin; whether you are a privat� �oundat:.on
as defiaed in �e� section 509(a� of �ae Code. Yrn:r a�t�n�:ian �.: :�vi�ied -
�a n�a sec�ion 508(n) of �the Code ;�hic:t se�s fa�.^ :-���i.rex�.,�t: ��:
establisbiag that an or�^.n"iza�iG� a-r�::�t ;�ua� section 501(c) (�J :s not
a private fm�nda.tion, k�e� p�ocedure3 are deve�oped ti.o i�►pleme�� ti'r.ese
neu requirements, we uill �4v'�sE you how to proc�ed to notify ��:e �z�ern�.l
Revenue Service if you do nu� oe�.iave yoursaif to oe a private �oundation.
?or years beo nni n� n:i�r ta Jeauaz-�f 1, 'E 97�s �D�are not reguiracl �o
Fi1e the annuai. inio�..:w��on �etur�, ror� 99�-�. For eac� subseque.r�� yea.�,
please refer to ths instructions accoapaayi:.g i�e rarm 990-A for �h;�t
particular yesr te determine wnether you ara =Equired to file. If �''�'�„
is required, you �at file tae i arm 990-A by -the 15th day of tha fifta
m�nth after the ead at Your .a.'muai. accountin� period. .
Form L-17S •
. . .�.�u ,� T. : . �
;,,�e s.,,,,,��,
�-�±-� .i::
. • �::.
r-"� . .r`�,� . . . . ' � � � -
t, ..
.. . . �� • - � .
IC"'...'.. . .
' ������d' � U. S. TREASURY DEPARTME�VT
, ,�: WASHINGTON 25
' �rrir.��,r . ,
C:ONMISSIUMlrt UF INIrRNAL RCV[NUE
. ADD11EY5 RF.MI.Y TO
; (,101dMISiION(R OR IWT[tINAI Rlyq�� '
� . W43NINGTUN L,D.f..'
. . ANO R�i11 r0 � .
' . T:R:PF:o:s � JAN F - 1�55
. - - T5 P . .�
� . Zhe American Inc�ian j,�,b�.at3an Crusade� ��
, . 1059 South Hope Street
� Ios Angeles 15� CaliS'ornia
�. i�S� G�=��q.s�00
Gentlemen: � �
It ia the opinion o3' this offYce� based upon the evidenee
preaented� that you are esemPt flrom Federnl ir�come tax
sefi�ion de8cribed in section 501(c)(3) of the Interna.], Revenu,s�Co�
� oP 195�t� aa it is shown that yiou are orgruzi�ed and operated e�rclu-
$i��y tor roligious� charit�l�, �d educationa.l purposea.
Accordin�]y� you �.d �t �Q�,� � f�e income
�unlevhich you were� chraracter oP your or�anizuti,on� � ru�8a
orgtutized� or your method of o erat,�,o p �° eD'
changes should be reported immediate� tz� the Di•p n' � such
Iriternal Revenue t'or your dis tric t in order thatJ their ep����n
- Yo�' ex.smp t s ta tus may be de teriained�
You are required� ho�,rever� to file an information return Fo
990%l� aruiva7,13r� w�� }�o g��.ic t Direc tor of Internal Revenue tbr�
yoiu' dis tria t.so long as. t�his exemp tion remains in e�f.ec
' m�r be ob tsined t�am the Dis tric t Direc tor and is required t�be �filed
on or before the fit'teenth dap, of the fiSth month follo�rin� the close
. ., of your annuaZ accountin� perioda
. Contributions made to you are deduc t3ble b the
utine e�.r axa-b2e come n e mnnner an Y donors in com� .
by sec on o e ex n pro .
` tLona '23(e)(2) aria � ��d� where applic able� by sec-
�;: �q)(2) of the 1?39 Code),
. � Bequests� legaciea, dsvises or transters to or for your use are
daductible in computing the 4alue of the taxable estate of a decedent
� for Federal estate t,a�c p�.p�� � �e ��r
� vided by aections 2055 end 2106 0� �� �0 �'e ��nt prc_
� cable� by sec t3.ons 812(d) and 861 a the 195�t Code (and, srhere appli-
P�PQr�Y � or for � )�3) o� tho 1939 Code). Gitte of �
for Federal ft y�� �e �e deduc tible in computine t,a�cable gifta
� � pu�O3e8 � �0 mnnner ar►d to the extent provided
� by' section 2522 of tbe 1951t Code (and where
tioris 1.00Ii(a)(Z)(B) and 100Lt(b)(2) and (3) of the 1939eCoce},ec_ .
10�[RT G.KIRKWOOD,CMAIRMAN JONN�J.CAMMp,j,
� s��rs ooNt�o�u� ,
sssounvs oMU�
JOMN M.rEIACL,VICI•CMAIRMAN �b�
OtI1tQT011 01►IMANC■ , � � .
•. JAMC/,N,OV WN '
6MAIqYAM�OAl1Y 01 tW�L1iAT10M .
� ' � �� STATE OF CALIFORNIA
OR�IC[O/
. , , . �rttnr���e c��� ���r�
' ' 1�l0 N !TR[[T
, � SACRAMENTO 14
� Tanuary 6, 1955 � �
Tho .Ameria8n Ind3sn Liberetion Crusade ., -
a/o Antablin dc Coyle, S`�Ci�� la�-�L� �
�Suite �1�11 Douglea Bldg. 281g06
25? Soutti� Spring Street
'�Se°nt�e�nlea 12, CaliSornia
, . REs bcemption F�rom Franchise Tax � .
� It is the opinion of thia office� ba�ed upon the evijence presented, that you are
ex�empt from State franchise tax under tho provieione of Section 29701d oS the '
Revenue a.�;d Taxation Code� as it is shown that you are organized and operated
exclusively aa e religiou� organization.
� .According�y� you wi11 not be required to file franchise taz returne unleae you'
ahange the charaater oS your organization, the purpoaea for which you were orgar�i,zsd�
or your method of operation. Ar�yr such changea shoul4 be reported immediate�y t,p
thia office in order that their effect upon �our exen�pt etatus mey be determined.
You xill� however� be required to Sile an information return Form 199 annual],y. �
- Thia return is due on or before the 15th ciay of the fifth month folloxing the clo8e
o� your annual accounting period. You are excused from filing the return it' ycur
gross incor�e ia under ��25,000� in whicYi event you are required to file annually� on .: '
, or before I�arch 15th� a. etatement on Fortn FT-99. These Sorn�s will uo mailed to yon ,;
providing t.tiis Board is furnished with your current Aostal addrese. �
�, However, if you have income that is taxable under the provisions oS Section 23771
: o�.the Revenue and Taxation Code, a return on Form 109 muet bo filed by the lsth. da3r
oS.the third month tollowing the closa of your tiscal year. Theae tor�na maq► b�
obtained Srom this oSt'ice or axiy of its branchea. �
• Contributioris made to ou are deductible bv the donore in arrivi at thair taxable
t income in the m�nner an4 to the extent provided by Sections 172 , 1721 � 17
aad 2 3 7 oP the Aevenue and Taxation Code.
IP .the orga.nization is not yet incornorated or has not yet qualified to do bueineas
:�� in California, this apnroval will ex�ire within t,hirty days unless incoYporation �
or quF.l,ifiaation is comnleted within such period.
. Very tru�y youre � ,
I'RANCHISL� TAX BOkRD
John J. Campbell •
� Exscutive Officer �
2�AH:aem � �, �� , ,
BY // . ,
_ . ���'�
cc Secretary ot' State r�ilton A. uot
„ D � Aeaociate Tax Counsel ,. ;