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Home My WebLink About05-23-14 ` i � 1505610101 REV-1500 EX`°1_1°, . OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number BureauofIndividualTaxes �""�� NHERITANCETAXRETURN �"`�" �� " °��'�� PO BOX 28o6oi � � � Harrisburg,PA i��28-0601 RESIDENT DECEDENT a' � � � ��3� ��'�=-6�9 s� ENTER DECEDENT INFORMATION BELOW Soaal Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY � - '"%,e� �� - . . .S.� i:,.,.i . �o�:a�^rea+�o,� � . DecedenYs Last Name Suffix Decedents First Name MI � .. i . ,� �M ��# � �_; ; �. s , - ,,� �� v�;� � � � � � ;�� _/�C K��,�.�D� � � d; � �, � � � � , ,, �= e, '� .�, _��nr., "� �; . iR ..uA -�„ � `� . < � E�r .*tt� � �ro�r � ; i �s ��.�e �� r . �na� a (If Applicable)Enter Surviving Spouse's Information Below Spouse s Last Name Suffix Spouse s First Name MI wav.�- - �. � ,r ° r � �,a �n . ��aS ��,�g�.: �a��c.-�*� ^�- �a. �. a i v =s ti a � � � .� �f 3F L � � ° � ��r � 4 � � �ti � R � �� a u E�� p � _ �. � �-�, 2cs-�.a u.�a8a � ,�� ^�m� ,� :� tJ.�¢iI �,iI, _ �n5�a �� :a-�a�a� „a�.a*^�^�- Spouse s Social Security Number �� , �� THIS RETURN MUST BE FILED IN DUPLICATE WITH THE � ,,d��,,�� :,ti�,.�4� ��,�._� ��, ,��'�� REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Return O 2.Supplemental Return O 3. Remainder Return(date of death prior to 12-13-82) p 4. Limited Estate p 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) � 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes, (Attach Copy of Will) (Attach Copy of Trust) � p 9. Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death O 11. Election to tax under�.9113(A)�7 beiween 12-31-91 and 1-1-95) (Attacl��$ch.O) '� %� � ��, ,--, CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHO�BE DIR�D TOc� � Name DaytimeTele{��horre�fVumber--�c �•> "� � ..s i�,. :xa-:� w .; � _� k k�s� ��=_�-�ae�� a;�� a3, � „� � � _ �E �C H�ff �.�4L ��S �� %`S�H / 'F G°� s � lmi . / ` 7 / ��f�� ,g, , _,,. � -�.° -��,s ��.��a ; �, � z - _ �� -, c REGISTEf�OF W�L�S U3�]DNLY"'��i � , , �� . :�j �._> . .:: � i'�� First line of address � ,..� �.__ __i � 4� _cLL.Lo u �s F�� Ra � � � � � Second line of address � ��n� ��t'� , ° � � �' ' DATE FILED City or Post Office State ZIP Code ,�;E � H�� !� / C S II t� �2,� ' P� a � � D 5 5 g 7 3 � CorrespondenYs e-mail address: CLcS��e��s 3(�r�as��1�� Under penalties of pery'ury,I 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 te.Declaration of prepar�r other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE nF PE RESPO LE FO FILIN RETU DATE S � ,� �� 6 / � ADDRESS � � �i[/IC�C �ZI� I pOI �• �.ISbL!/'/I �4"-� C4/"I/S/C� P/� I7D/� SIGNATU ' f.�ERATHER R � DATE � X G � %'� _ ,S/�s �f` ADDRESS C��.aG� �c SH/EZ+DS /i , � C�dusu- /�c�, /�Itcla�rh�tsGkr�� Doi9� /7o SS PLEASE USE ORIGINAL FORM ONLY Side 1 , L 1505610101 1505610101 i � � 15056101�5 , REV-1500 EX DecedenYs Social Security Number .�� - � _�,� ;�� _,x��,. � � �*�� ' �� RECAPITULATION ,, � ��f .��. ��„ �� 1. Real Estate(Schedule A). ...... .. .. . .. .. ... .. .... ... .... ..�.. ..... ... 1 � � � � � � � � � 0�p � ' r� �F � � , _ � �� ;�� , � ) � � � . � � � � � � _� 2. Stocks and Bonds Schedule B ....... ..... .... ........... ..... ..... . 2 � � � a � �`":�t ��?��. ,. . , � � . 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ... . 3 � � � � �� (p` � 7 O �o 4. Mort a es and Notes Receivable Schedule D �� ' �� s s c ) ...... . .. .. ..... .. .. ..... . a � � � � � D O . . , a; ' • rt ,^�� 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)... . .. 5 � � � � � p / � „� �„ � ��:. 6. Jointly Owned Property(Schedule F) p Separate Billing Requested ... .. .. 6. � � �� ` � � � � � � �-� 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property �� • ��° � � ', �� (Schedule G) p Separate Billing Requested... .. . . 7. � � � � � � � � '� O` 0 r � , , :.� � �� `� `� � "� �•�� 8. Total Gross Assets total Lines 1 throu h 7 . .. ... .. .. . . . 8. � � � � � � �� ° ( 9 ). . .. . . .. .. . . . . . . � ��__�� ,� � 9. Funeral Expenses and Administrative Costs(Schedule H). . .. .. . . . . . .. .. . . . 9 � � � � � D'�� ;,�,�, _�,,.;; ., � ' . t_� � 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) .. . .. .. .. . . . . 10 � � � � � 3`3 ,� � g � � ��'��." �.. r � � _ m _ , 11. Total Deductions(total Lines 9 and 10). .. . .. . . .. . . .. . . . . . .. . . . . . .. . . . . 11 � � � � �3 3, ,'7 2��j1 !{�� ,` �� `. � 12. Net Value of Estate(Line 8 minus Line 11) . . .. . . . . . . .. . .. . . . .. .. . . . . . .. 12. �� ; � � ` �� ' 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which � an election to tax has not been made(Schedule J) . . .. .. . . . .... .�. . . . .... . .. 13. � � � - � � � Q� �,��:a � �� s � � � �� . 14. Net Value Subject to Tax(Line 12 minus Line 13) . .. . . . . . .. . . . . . . . . . .. .. 14 � � � � � � � � � � � �� . x � r � . , _.� , TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec. 9116 ��*�� °�� r��-�� . �� a)�1.2)X.OQ "" � � � �� : 15. � � (� �� 16. Amount of Line 14 taxable ��°��*��;�� `�� "��' � „�`�� ' at lineai rate X.0�' � � � � � � Q°� 16. � � � 17. Amount of Line 14 taxable �� '� �� at sibling rate X.12 � ��.� �� p� 17. � v 18. Amount of Line.14 taxable � � at collateral rate X.15 � � ` � � 18. �� re�-�=��r��.��.�,�:� �� 19. TAX DUE . .. . . .. .. . . . . . .. . . . .. .. . . . .. .. .. .. .. . . . . ... . .. .. .. .... . .. 19. � �. . O �� 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 L 15056101�5 1505610105 J REV-1500 EX Page 3 File Number �`,��?��b� .7 Decedent's Complete Address: DECEDENT'S NAME ��S/a��7 L. 6i/i L�Ea►rr,�l __ STREET ADDRESS �' �;S b urrt �4! /�'U/ — CITY — —g AT TE ZIP CQ/`�i�5�e � �/�.. i l 7o�s_ Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (�� 2. CreditslPayments � A.Prior Payments — B.Discount � Q — Total Credits(A+B) (2) 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) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) � Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Ditl decedent make a transfer and: Yes No a. retain the use or income of the property transferred:.......................................................................................... ❑ � b. retain the righ#to designate who shall use the property transferred or its income:............................................ ❑ � c. retain a reversionary interest;or.......................................................................................................................... ❑ � d. receive the promise for life of either payments,benefits or care?...................................................................... � � 2. If death occurretl 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 payabie-upon-death bank account or security at his or her death?.............. ❑ � 4. Did tlecedent own an individual retirement account,annuity or other non-probate property,which contains b neficiary designation? ........................... ................................................................................... ❑ � ...... �� Was IeSS �'�+a► S9 y2 yea�S �'�aq� �o r�qhf�d►�twal �o p,nn Ilies.C�.s�� IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST CO�IPLETE SCHEDULE�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 imposetl on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)].The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S.§9116(1.2)[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. , REV-1504EX+(1-97) SCNEDULE C CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR IN RESIDENTE EC D NTRN SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER f3nfa,� ,[. 6v ckarc� 2!- ! 3- �Z69 Schedule C-1 or C-2(including all supporting information)musl be attached for each closey-held corporation/partnership interest oi the decedent,other than a sole-proprietorship.See instructions tor the supporting information to be submitted ior sole-proprietorships. ITEM NUMBER VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,. �� /�i�pric�r.s/;�o �ceounZs af nius,bu-s /sf �d�,�a/ (�'' p,��'� �An�o n : �. 1�lSA l�/�Li4 �•�uN��y ��.;s6,rry, P/�� -�/g!*Si%7c'sS .S�ityii7.fJ Ade� Na. 2�fYS9�f'�o j�00 / � (!�,� /�3us:ntss L'�cu�C,i�i¢e�.No. �Y'f 599� --�/ 397. S7 Cj DBA NEk1r/ctF' L�¢uNU2y C�-.vr6F? �i,� �l�sihe�S �virt�5' �4e� No. .Z 9075(o-a�o �365. 37 �l.l /�l�ISI/lCSS �ItC/�i%tq ��/�D. .Zy07SEs�/ l fi�$'`}./.? l d (�SGc i/1TD /l�'/'s a��t c.�i¢i/) '� j,�r PurPoscs � .T-+E{��mafi'ona/ 7�iSc%Surc : I`�ee�P,�t A�tc� his w•Jr-e vui�� / �sjtt`e us�� Gy f�it �7wD rc6et�B I'e/�'eitcGq� l4undry ��°�/iGS 6� �c. en Jir��. � {�r as �Y �a�. bc c�eeirl�i'�/�s�a.ylt ��i�° Ya�ue a/� I�eSe �4uyta�i'b�rJa.� �ho�tr/i'cs was �/�w/Q� � �n :�n�� w 64s,s 6y F'-/cyd Flr/�esf�•�. -r�. . B� /��Cou�E.i�y �s'ac•� O o�' �d�yg �v. �.'s6i�r� �t a�, �ar/�5/�� i➢� /70�-3� a s �/lows � /1/escir�%/e � �36, ao5, aO l•IQrr;s 6kr� = fa3, 739, oa TOTAL(Also enter on line 3,Recapitulation) $ � 6 �7.O(� (If more space is needed,insert additional sheets of the same size) - �' . 1 St m MEMBERS 1't F�ERALCREDTf UNION SOLE PROPREITORSHIP ACCOUNT: DBA Villa Laundry PRIMARY OWNER: BRYAN WICKARD BUSINESS SAVINGS ACCOUNT: Account Number/Su�x 244594-00 Date Account Established 05/08/2004 Principai Balance at Date of Death $5.OG Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $5.00 Name of Authorized Signer Lesa Wickard BUSINESS CHECKING ACCOUNT: Account Number/Su�x 244594-11 Date Account Established 01/23/2007 Principal Balance at Date of Death $397.57 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $397.57 Name of Authorized Signer Lesa Wickard M�ERS 1ST FEDERAL CREDI U ION � _ �\A w ��1�-� � " "t.4' Danielle A. Kline Lending Insurance Support Specialist May 17, 2013 Estate of: BRYAN L.WICKARD Date of Death: 02116/2013 Social Security Number: 168-54-8548 5000 Louise Drive • P.O.Box 40 • Mechanicsbutg,Pennsylvania 17055 • (800) 283-2328 • wwwmemberslstorg St � MEMBERS 1'� P�HRAL CREDTf UNION SOLE PROPREITORSHIP ACCOUNT: DBA Newvilie Laundry Center PRIMARY OWNER: BRYAN WICKARD BUSINESS SAVINGS ACCOUNT: Account Number/Suffix 290756-00 Date Account Established 08/08/2006 Principaf Balance at Date of Death $365.36 Accrued Interest to Date of Death $.01 Total Principal and Accrued Interest $365.37 Name of Authorized Signer Lesa Wickard BUSINESS CHECKING ACCOUNT: Account Number/Su�x 290756-11 Date Account Established 08/08/2006 Principal Balance at Date of Death $859.12 Accrued Interest to Date of Death $.00. Total Principal and Accrued Interest $859.12 Name of Authorized Signer Lesa Wickard M MBERS 1ST FEDERAL CREDIT UNION 1 � � � V�__ - �ti.�-� , � �.� � �.P Danielle A. Kline Lending Insurance Support Specialist May 17, 2013 Estate of: BRYAN L.WICKARD Date of Death: 02116/2013 Social Security Number: 168-54-8548 5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800)283-2328 • wwwmemberslst.org REV-150BIX•(191J � SCHEDULE E COMMONWEALTHOFPENNSYLVANIA CASH, BANK DEPOSITS� � MISC. INHERITANCE TAX RETURN pERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF �ryQ� �. �� FILE NUMBER 2`_/3 ^�� Indude the proc�eds of litigation and the date the proceeds were received by the estate.All properly jointy-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. 8 c l�o Co�m kn;y e•,��•f khicn� �c�µ/ar ��cv:n9s A�ecf No. ¢ 79� 470 70�80 �. ,�r: �t. �si .Z're� No.� f o.3� (sce �alka,�on /e�' �tf'arJca/) TOTAL(Also enter on line 5,Recapitulation) S 70 S'• l� (If more space is needed,insert additional sheets of the same size) � ._ � � ....��.,►a ELCO - COMMUNITY CREDIT UNION May 16,2013 � Charles E.Shields,III Attorney-At-Law 6 Clouser Road Mechanicsburg,PA 17055 To Charles , My name is Katelyn Thompson and I am the Compliance Specialist here at Belco Community Credit Union. I have received your request for date of death information for Bryan L.Wickard. Enclosed you will�nd the date of death account balances. Please let me know if there is anything else that I can help you with. Sincerely, i I �� Katelyn Thompson,CUCE Belco Community Credit Union Compliance Specialist 717-720-6270 thompsonk @belco.org :�� _ �...�,�...� : i � ELCO COMMUNIT'Y CREDIT UNION Decedent Account Informarion(On Date of Death) Belco Community Credit Union 1. Name(s)in which the account was held: B�'Nan L.Wickard 2. Account Number: 792670 3. Total Account Balance as of Date of Death: $�04.80 Balance Accrued Dividends Date Opened Regular Savings $704.80 $.31 02l21/13-04/30/13 08/28/2000 Holiday Club $ Whatever Club $ Money Market $ Checking $ IRA $ Certificates: Certificate Number Balance Accrued Dividends Date Opened $ $ $ $ $ $ 4. Name(s)in which Safe Deposit Box was held: N/A 5. Date the box was initially rented:� 6. Branch address at which the box is located: :�� .- � � ELCO COMMUNITY CREDIT UNION � �_��. � - � 7. Loan Information: Balance Accrued Dividends Per Diem Interest Signature Loan $ Visa $ Auto Loan $ Auto Loan $ Mortgage Loan $ Mortgage Loan $ Misc.Loan $ 8. Miscellaneous: The account now has a total balance of$883.11. There were 3 direct deposits from Kellogg's for$60 each after date of death. (704.80+.31 dividends+ 180.00-$2.00 fee=$883.11) . :�� aEw�sii ex+(�aos) ' ' SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES $c INHERITANCE TAX RETURN , ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER $ryan L . lrl:cKa�'o/ Z/-�3 -.Z69 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ' 1. g, ADMINISTRATIVE COSTS: �. Personal Representative's Commissions 1 ) � ltl' cK a rc� 1�.� tl i V� Name of Personal Representative s Street Address I o D I �t1• �1 S ll�,�,r q �K�• Ciry I-A-N�1 S�G State PR' Zip 17 O 1 �_ Year(s)Commission Paid: 2. Attomey Fees (;Ju�rles E. .7�1�G�LtS � l unclefcrm�n�� 3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation) ClaimaM StreetAddress Ciry State Zip Relationship of Claimant to Decedent � � D/y i/ta� issue •� Sfi�vrf Ctrf�i'�a,ft s ¢I 3 3.So 4. Probate Fees � 5. AccountaM'sFees ��DYd �h/�CeS�D(;}�, �}�dDunta�t. al' (.�t�i �G� /'/4' . \ '}�w� CaoSe ou.� lb4D �C�, (Ltr1c�¢1ta'm�rlP�� 6. Tax Retum Preparer's Fees) �. R�i�i��•se�t,u��' � G''�rns. �. 5h;�.lals �r1 {r S�d.'t. �:c. 01�:� � �G�/nbµrscmenf � Cl��r�s �: 5�i�'�1ds�$ �rr pay�tnf � f, �'Q�o� ��ta�'n�tK �r Ca p y eF u�GC�� IlD�t�.a.�.c, ttt_ lo .o v 4, R��m6a�rc•n�nf � Clt.�r/�s �. Sh.�s T- �r- `ol�o{ov�o�%es, ` ee.�i�'u� �Ita.%�'s,e�. �esh%�,) .2.�.�s lo, /�J.f,.hoaa - -- .-�-- -- __------- ' l ,O/a�D1''e �'t �o`/l�j,'s�+rr i� !w.%/s---__—-_____ !D,00� v TOTAL(Also enter on line 9,Recapitulation) $ apO,b S (H more space is needed,insert additional sheets of the same size) RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date: 5/14/2013 Cumberland County - Register Of Wills Receipt Time: 11 : 08 :13 One Courthouse S quare Receipt No. : 1074186 Carlisle, PA 17Q13 WICKARD BRYAN L Estate File No. : 2013-00269 Paid By Remarks : HMWRLES E SHIELDS III ------------- ----------- Receipt Distribution ---------------- -------- Fee/Tax Description Payment Amount Payee Name � SHORT CERTIFICATE 25 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 1895 $25 . 00 Total Received. . . . . . . . . $25 . 00 • ' - :- =;.. ' MARJORIE A.WEVODAU GLENDA FARNER STRASBAUGH �� i� FIRSi DEPUTY REGISTER OF WILLS -•'s � � AND _ ".1;�,�f' : �- ' >,' KIRK S.SOHONAGE,ESQ CLERK OF ORPHANS' COURT � - � �;• �. � . SOLICITOR '..S:- .�y�+• ` REGISTER OF WILLS AND CLERK OF THE ORPHANS' COUR7 COUNTY OF CUMBERLAND ONE COURTHOUSE SQUARE CARLISLE,PA i 70 i 3 (717)240-6345 FAX(717)240-7797 INVOIG� Bill To: InvoiceNo: 4328 Invoice Date: 5/14/2013 CHARLES E SHIELDS III Estate of: BRYAN L WICKARD 6 CLOUSER RD Estate No: 21-13-0269 nrn++ MECHANICSBURG,PA 17055 Qty Fee Description Fee Total 5 Short Certificates 5.00 $25.00 Total: $25.00 Checks should be made payable to the Register of Wills.Terms: Net 30. Please return one copy of this invoice with youx payment. Thank you. � REV-1517 EX+(12-03) SCNEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCETAXRETURN MORTGAGE LIABILITIES, 8� LIENS RESIDENT DECEDENT ESTATEOP �r�qh L. lv��arc� ��F�13UM�69 Report debts(ncurred by the decedent prior to death which remained unpaid as of the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,. �Gm�rs �St' ,�dtr�/ Cre�l.� !!�,"c�, LeRn /��cotin .f"s : �. � Nv. �8//S-a9 6a1. �33, 330./6 B. A�'� No. �8//S/0 6a/. �.SF, 5'IS. /3 �, A�• �e y8��s-�� d�i �a�, G G 3. z 3 �•tQ/ f64 , S38, sz %2 ^ �a6/;�ho�l �w,'c/ar.� = 3 3, .�6 9. Z�O �► Ya- o b/,ya.�on °� d��t�ltn�'''33, �.�9. 2 lv 3.�, �6 9.zb �.st.� da� a�f �'''••� /ylt,n►bu-s /s1` •�fi��l,ea/� � ��C' CQ��,y"rti �� //� ' LDl�IE.S l v'i4 /�SC�J'!/JCDJL G"�C LG� ,�S S�SS (S�G C/a�M nv�, Q�R�iCR�) TOTAL(Also enter on line 10,Recapitulation) 5 �3� S a 3,�� (If more space is needed,insert additional sheets of the same size) St � MEMBERS 1� P�SRAL CREDIT UNION PRIMARY OWNER: LESA WICKARD REGULAR SAVINGS ACCOUNT: Account Number/Suffix 48115-00 D-ate Account Established 05/29/1985 - Principal Balance at Date of Death $8,032.28 Accrued Interest to Date of Death $.77 Total Principal and Accrued Interest $8,033.05 Name of Joint Owner Bryan Wickard Date Joint Ownership Established 03/13/1997 CHECKING ACCOUNT: Account Number/Su�x 48115-11 D-ate Account Established OS/08/1989 Principal Balance at Date of Death $1,636.10 Accrued Interest to Date ot Death $.06 Total Principal and Accrued Interest_ $1,636.16 Name of Joint Owner Bryan Wickard Date Joint Ownership Established 03/13/1997 LOAN ACCOUNT: Account Number/Suffix 48115-09' Date Opened 11l25/2007 Principal Balance $33,330.16 Loan Type Home EquitylContractual Pledge of Shares Collateral Secured 43 Hoover Road,Carlisle,PA 17013 Interest Rate 7•69% Name of CaBorrower Bryan Wickard •Loan does not have life insurence. LOAN ACCOUNT: Account Number/Suffix 48115-10• Date Opened 11/25/2007 Principai Balance $4,545.13 Loan Type Home Equity Line of CrediUContractual Pledge of Shares Collateral Secured 43 Hoover Road,Carlisle,PA 17073 Interest Rate 3.25% Name of Co-Borrower Bryan Wickard "Loan dces not have life insurance. LOAN ACCOUNT: Account NumberlSuffix 48115-11• Date Opened 01/25/2012 Principal Balance $28,663.23 Loan Type Home Equity/Contractual Pledge of Shares Collateral Secured 1801 West Lisburn Road,Carlisle,PA 17015 Interest Rate 6.39% Name of Co-Borrower Bryan Wickard 'Loan dces not have Iffe insurance. .t M E S 1ST FED RAL C, DIT , ��VL�`'C_.�j> �/'� �-Q` Danielle A.Kline Lending Insurance SuppoR Specialist May 17,2013 Estate of: BRYAN L.WICKARD Date of Death:02/16/2013 Social Security Number:168-54-8548 5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800)283-2328 • wwwmemberslst�org �,-�..� � � � ��.t.,.�,�� _� .� _ .. . _ <.b .�� , .�. . ,_� �,� a ,aca�c �i z��i,� �c! �. � �.�'' �SC '�.�"1"15�Qi1�`��'�� RECOVERY SERVICES, LLC 200 Coon Rapids Bivd.,Suite 200 Coon Rapids, MN 55433-5876 Phone:888-420-2510 Fax:763-235-4055 5/24/2013 To Whom (t May Concern: We are filing a claim on a probate/estate filed in reference to the individual listed below. AscensionPoint Recovery Services, LLC is filing this claim on behalf of GE Capital Retail Bank-LOWE'S CONSUMER. Please see our claim form (enclosed)for details. Decedent Information: Case Number: 212013-00269 Balance:$245.55 Date of Death: 02/16/2013 Name: BRIAN WICKARD If you have any questions p�ease feel free to contact our office at your convenience. Respectfully, AscensionPoint Recovery Services, LLC -------------------------------------detach coupon----------------------------------------- Reference No: 1250625 Phone Number:888-420-2510 PLEASE SEND PAYMENTS&CORRESPONDENCE T0: CHARLES EDWARD SHIELDS III SIX CLOUSER ROAD , ASCENSIONPOINT RECOVERY SERVICES,LLC MECHANICSBURG,PA 17055 200 COON RAPIDS BLVD.SUITE 200 COON RAPIDS,MN 55433-5876 CVRLTR vl.l 20121120 NOTICE OF CLAIM (Filed Pursuant to 20 Pa.C.S. § 3532) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF BRIAN WICKARD , DECEASED No. 212013-00269 To the C1erk of the Orphans' Court Division: Enter the claim of AscensionPoint Recoverv Services LLC on behalf of GE Cavital Retail Bank-LOWE'S CONSLJMER XXXXXXXXXXXX6375 (Claimant) in the amount of$ $245.55 ,against the above entitled Estate. The Decedent,who resided at]80] W LISBURN RD.CARLISLE,PA (Street Address) 17015-9781,died on 02/16/2013. Written notice of said claim was given to (Date ofDeath) lisa WICKARD (Personal Representative or his/her counsel) at 1801 W LISBURN RD,CARLISLE PA 17015, (Address) on 5/24/2013. (Date) APRS Representative (Claimant) � (� I(` - 200 Coon Rapids Blvd. Suite 200 ��--�-Yi� (Street Address) Coon Rapids,MN 55433-5876 (City,State,zip) __�___ ._— -- ------- -------------------------- ------- ------------..---------------- Robin LeDonne–IL Bar#6294763 (Cloimant's Counsel) 200 Coon Raaids Blvd. Suite 200 (Address) Coon Rapids, MN 55433-5876 888-420-2510 (Telephone) . CLM F RM PA_v1.1_20121120 , REV-151,3 EX+(9-00) SCNEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERI7ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 13ryan L. l�i�k,trd 2/-�3- .?69 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not LIst7lustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[inciude outrigM spousal distributions,and transfers urxier Sec.9116(a)(1.2)j '. G e s a �, dvi�ka rta� lt�i�c�ou� /OD�o /�o/ !v. L:s6arr� �a! �Ar�iS�G, �i¢ �70/S ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18,AS APPROPRIATE,ON REV-1500 COVER SHEET I1 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART Il—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-t500 COVER SHEET $ (If more space is needed,inseR additional sheets of the same size) LAS� �ILI. A�T� �ES�'1�l�IE�T� O� ]�1Z�1��T L. WIC��R� I, BRYAN L. WICKARD having my legal residence at 43 Hoover Road, Carlisle, Cumberland County, Commonwealth of Pennsylvania, do hereby declare this to be my Last Will and Testament,revoking all other Wills and Codicils heretofore made by me. I declaze that I am married to Lesa A. Wickard and that I have the following children bom to me; Ashley B. Wickard,Haylie J. Wickard,Cody L. Wickard, and Kyle C. Wickard. ITEM ONE: I direct that all my valid debts and the expenses of my last illness and funeral be paid from my estate as soon as practicable after my death. ITEM TWO: I give all of my tangible personal property to my wife, LESA A. WICKARD. In the event my wife fails to survive me, I may leave a Memorandum listing some of the items of my tangible personal property which I wish certain persons to have and request that my wishes as set forth in the memorandum be observed by my Personal Representative. Any items of tangible personal property not so designated shall be divided and distributed among my children as follows: A. All items of tangible personal property shall be inventoried and valued at a fair market value. B. Each of my children may select one item, in rotation, in order determined by lot,unril such time at which the items chosen by that child reach such child's proportionate shaze of the total value of my estate, or until such time as the child wishes to make no further selections. C. Any items not selected shall be sold and the net proceeds used to equalize the shares. 1 , i ; � i D. To the extent that my children are unable to agree, the decision as to what may � constitute "one item" for purposes of this selection sha11 be made by my Personal Representative(s). . E. Any disputes concerning this method of allocation shall be resolved by my Personal � i Representative in the Personal Representative's discretion. � i i IT'EM THREE: I give all the residue of my estate to my wife, LESA A. WICKARD. In the event my wife fails to survive me, I give all the residue of my estate to my i children, ASHLEY B. WICKARD, HAYLIE J. WICKARD, CODY L. WICKARD, and KYLE ! C. WICKARD, in eyual shares,pro rata. , ITEM FOUR: Should any beneficiary of mine be under the age of twenty-five (25) years, my Personal Representative shall hold such beneficiary's share of my estate, as ; Trustee, IN TRUST and shall invest,reinvest and distribute the principal and net income of such � beneficiary's share as follows: A. Until such beneficiary attains the age of twenty-five (25) years, my Trustee, in my � Trustee's sole but reasonable discretion,may pay or apply the income and any ��r all of ; ', the principal of such beneficiary's share for the health, maintenance, support and i education of such beneficiary considering all other sources of income available to such � beneficiary and known to my Trustee. Upon such beneficiary attaining the age of i twenty-five (25) years, my Trustee shall distribute the balance of the principal and accumulated income,if any,of each such beneficiary's share to such beneficiary. ; B. Should the principal of the Trust Estate, in the sole opinion of my Trustee, be or I become too small to warrant placing or continuing of such fund in trust or should its , i adrninistration be or become impractical for any other reason, my Trustee, in the � exercise of their sole discretion, may pay such share absolutely to the person maintaining such beneficiary or may place such shares in the beneficiary's name in an interest-bearing deposit in any bank, bank and trust company or national banking association of his choosing, payable to the beneficiary at majority, or if said beneficiary has reached his or her majority,then to him or her directly. 2 .„.._ ..- ..- �t,tt�smM'>e5��t?,�++^ , «.va� . +�m+'✓aM�r r+wuam�sxue-zpceM+rn.a�mN#.*rv-.mufzrnRr�.er��.�f+�r�u'+' . ...._, .. .� . . . -e.. .... C. All shares of principal and income hereby given sha11 be free from anticipation, assignment, pledge or obligation of my beneficiary(s), and shall not be subject to any execution or attachment. ITEM FIVE: I appoint my wife, LESA A. WICKARD, Personal Representative of this my Will. If LESA A. WICKARD, is unable or unwilling to act or continue to act as my Personal Representative, I appoint my sister, MONDA WICKARD, and my sisters-in-law, SHERRI BECK and MAXINE GROUP, or the survivor(s) of them, to be my Personal Representative(s). No bond shall be required of any fiduciary hereunder in any jurisdiction. No fiduciary hereunder shall have any liability for any mistake or error of judgment made in good faith. ITEM SIX: I appoint my sister, MONDA WICKARD and my sisters-in-law, SHERRI BECK and MAXINE GROUP, or the survivor(s) of them Trustee of the Trust(s) created pursuant to ITEM FOUR, above. If MONDA WICKARD is unable or unwilling to act or to continue to act as Trustee, I appoint my sisters-in-law, SHERRI BECK and MAXINE GROUP, or the survivor(s) of them, Trustee(s) of the Trust(s) created pursuant to ITEM FOUR, above. ITEM SEVEN: If my spouse predeceases me or should we die in a common disaster, I appoint my husband's parents, ROBERT WICKARD and JANET WICKARD, or the survivor of them, presently of Carlisle, Pennsylvania, guardian(s) of the person and property of each of my minor children now born or hereaf�er bom to me. 1TEM EIGHT: I authorize my Personal Representative and Trustee to exercise the ' following powers in.addition to those given by law,to be exercised in their sole discretion: A. To retain any or all of the assets of my estate, without regard to any principle of diversification,risk or productivity; B. To invest in all fonns of property without restriction to investments authorized for any rype of fiduciary; C. To compromise any claim or controversy; D. To loan money to or buy property from my estate; E. To borrow money from any person, including any Executor or Trustee, and to morigage or pledge any real or personal property; 3 F. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales, exchanges or leases, all for such prices and upon such terms and conditions as they deem proper, G. To allocate receipts and expenses to principal or income or partly to each as they deem ; proper; H. To repair,alter or improve any real or personal property; I. To distribute in cash or in kind or partly in each at valuations fixed by them; J. To keep reasonable amounts of cash in a bank uninvested if deemed advisable for the protection of the principal; K. To subscribe for or to exercise options for stocks,bonds or other investrnents; to join in any plan of lease,mortgage,merger, consolidation,reorganization,foreclosure or voting trust and to deposit securities thereunder, and to generally exercise all the rights of security holders or employees of any corporation; L. To register securities in the name of a nominee or in such manner that title shall pass by delivery; M. To add to the principal of any trust created by this insmiment any real or personal property received from any person by Deed,Will or in any other manner; N. To exercise all power; authority and discretion given by this instrument after the terrnination of any trust created herein until the same is fully distributed; O. To use their sole discretion in deciding whether stock dividends on stock they hold in trust should be apportioned to principal or income, except stock dividends of regulated investment companies which shall be added to principal; P. To commingle the assets of any trust estate created by this Will in any one or more common funds for greater convenience and flexibility; Q. To employ agents, accountants, engineers and such other persons, professional or otherwise, as may be necessary for the proper administration of this estate or trust and to pay their compensation from such funds; and R. To disclaim all or any interest in a property passing to me or my estate. ITEM NINE: I realize that Personal Representatives aze given discretion by law to make various elections which affect the income and estate taxes payable by estates and beneficiaries, as well as the relative shares of beneficiaries, such as taking administration expenses as deductions for either estate or income tax purposes, selecting options for the payment of employee death benefits, electing to take a qualified terminable interest as part of the marital deduction, selecting alternate valuation dates, postponing the payment of taxes, filing joint income tax or gift tax returns and redeeming corporate stock. The decisions made by my fiduciaries in any of these matters shall be binding upon, and not subject to question by, any affected persons. I rely upon my fiduciaries to take into consideration the total income and estate taxes payable by reason of their decisions including those payable by my survivors, and they are 4 authorized in their discretion, but not required, to make adjustments between income and principal as a result thereof. ITEM TEN: I direct that all estate, inheritance and other taxes in the nature thereof, together with any interest and penalties thereon,becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not ! such property passes under this my Last Will and Testament, shall be paid from the principal of my residuary estate, and no person receiving or having a beneficial interest in any such property, whether under this my Last Will and Testament or otherwise, shall at any time be required to contribute to or refund any part thereof; PROVIDED,however, that this direction shall not apply to the taxes on any property included in my estate solely because of a power of appoinhnent thereover which I possess but have not exercised or on any qualified terminable interest or to any generation- skipping transfer taxes. ITEM ELEVEN: If any person or entity other than me singularly or in conjunction with any other person or entity directly or indirectly contests in any court the validity of this Will including any codicils thereto,then the right of that person or entity to take any interest in my estate shall cease and that person or entity shall be deemed to have predeceased me. ITEM TWELVE: Should any of the provisions of my Will be for any reason declared invalid, such invalidity shall not affect any of the other provisions of this Will and all invalid provisions shall be wholly disregarded in interpreting this Will. IN WITNESS WHEREOF, I have at Harrisburg, Pennsylvania, December 16, 2002, set my hand and seal to this my Last Will and Testament consisting of six (6)pages plus the witness, notary and affidavit pages. � �� ; �,�� ,�.lr,•,�_� � SEAL BRY ' L. WICKARD 5 � r SIGNED, SEALED, PUBLISHED AND DECLARED BY BRYAN L. WICKARD, the above named Testator, as and for his Last Will and Testament, in the presence of us,who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. r��.. :;' . ITNES V1l SS COMMONWEALTH OF PENNSYLVANIA . . SS: COUNTY OF DAUPHIN • I, BRYAN L. WICKARD, the Testator whose name is signed to that attached or foregoing insturnment, having been duly qualified according to law, do hereby acknowldege that I signed and executed this insturnment on December 16, 2002, as my last Will and Testatment; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ✓�� .___ ` ` � �.. �^ �. .�- B YAN L. WICKARD,Testator Sworn or affirmed to and acknowledged before me by BRYAN L.WICKARD,the Testator, on December 16,2002. . � f � No�arial Sea� Carnille M.La Voie,PlotarY P►�blic Ciry of Hatrisburg.Daup1�� 1�2005 Iviy Commissiun ExP��Dec 6 CONIMONWEALTH OF PENNSYLVANIA . . SS: COUN'I'Y OF DAUPHIN . We, the undersigned witnesses whose names are signed to the attached or foregoing instrument, being first duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instniment as his last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of the us in the hearing and sight of the Testator signed the said Will as witness; and that to the best of my/our knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraints or undue influence. ; , f� ... ,,;'� �' ��..��`E S � w ' SS -M-i.._.._.. i Sw rn or affirmed to and acknowledged be,fore me by �.t1�A �?7. �,ih,G�t�and_ !��r��(:2�� ,the witnesses,on December 16,2002. �` . ��z-�.J ��..� . . � Nocsrttl Seai Gmille M.La Vbk.NotuY P�D1� C[ry of Herifsburg.Dauphin County My Commissioo ExQires flec. 12, 2005 7 CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG,PA 17055 GEORGE M.HOUCK TELEPHONE (717) 766-0209 (1912-1991) F.AX (717) 795-7473 May �2, 2014 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17Q 13 Re: Estate of Bryan L.Wickard No.21-13-0269 Dear Register of Wills: � Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Bryan L. . Wickard Estate as well as Check No. 3613 in the amount of$10.00 for additional probate due. Thank you for your kind attention to this matter. Very truly yours, ` � Charles E. Shields, III Attorney-At=Law CES/mjj Enclosures i - � o = � _ � — — � _ � � � —= � o � o — o — a =� � � ----- � o =--- w � o •r..._� ru ,__—� --�-------_-- n.i � a-� �, � ---� � � � � � �, -� � c' a '"� � r� —� c,�� r._ ; c� ,--- .�,, �_. 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