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Home My WebLink About06-04-14 J 1505610143 REV-1500 EX`°2_„> �`' OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code vear File Number Bureau of Individual Taxes �P�TMENTOFREVENUE Po sox.2soso� INHERITANCE TAX RETURN 21 13 0781 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 06 23 2013 09 06 1942 DecedenYs Last Name Suffix DecedenYs First Name MI WALKER �RY p (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED iN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � � 1. Original Return � 2. Supplemental Return � 3. Remainder Return(Date of Death Priorto 12-13-82) 4. Limited Estate � qa.Future Interest Compromise � 5. Federal Estate Tax Return Required ❑ (date of death aNer 12-12-82) � 6 Decedent Died Testate � �• (Attacdhe�opy�of Trust)a Living Trust � 8. Total Number of Safe Deposit Boxes (Atlach Copy of Will) � 9. Litigation Proceeds Received � ��•be�tween P2 31�J1 a d't�Da95�f Death � ��.Election to tax under Sec.9113(A) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JAMES D HUGHES ESQ 717 249 63� � c� c =� r�1 REGISTfiR�WILL�SE O�,f�1.lE'� � -;� � Cr'> f'1 �; C"> ___c C� �� First Line of Address `� �: ;� ; ,,,� �� r 354 ALEXANDER SPRING RO � = s. � ' � i� n -� Second Line of Address � �� 3 ,� � � �� LL�� N � f'�i -�/I'1°�FILED CI� City or Post Office State ZIP Code y p CARLISLE PA 17015 Correspondent's e-mail address: jhughes(c�salzmannhuahes com It Isdtrueen.roarrect andecoumplete CDeclahation of preparer odhe than the personal repesentative Is based on al�l Intfomiation�of wh'ch preparer has any knowledge.�lief, SIGNAT E 0 PERSON R SPONSIBLE FOR FILING RETURN DAT ��y�. David S.Walker �/�� r� ADDRESS 1 o e ' e oilin S rin s PA 17007 NATURE P E R OTHER THAN REPRESENTATIVE D E . James D. Hughes Esq. 3 l� � ADDRE S 354 Ale nder S rin Road, Suite 1, Carlisle, PA � Side 1 � 1505610143 1505610143 PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Walker, Larry P. 21-13-0781 Under penalties of perjury,I decfare 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 complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowled e. Signature#2 Name Sharon L.Sites Address1 107 Shirley Lane Address2 Clty, State,Zlp Boiling Springs PA 17007 Date '� �°�� 1505610243 REV-1500 EX DecedenYs Social Security Number DecedenYsName: WaIIC@�� Larry P. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 17 , 7 9 9 . 4 0 6. Jointly Owned Property(Schedule F) ❑ Separate Billinq Requested............ 6. 9, 4 81 . 7 9 7. Inter-Vivos Transfers&Miscellaneous�n;Probate Property (Schedule G) U Separate Billing Requested............ 7. g. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 2 7 ,2$1 . 19 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. �.l, �72 . 32 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 13 , 952 . 33 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 25, 024 . 65 12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2. Z ,2 5 6 . 5 4 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. 2,25 6 . 54 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 �5 O . 0� (a)(1.2)X.00 16. Amount of Line 14 taxable � . �0 16. 0 . Q Q at lineal rate X .045 17. Amount of Line 14 taxable � . �� at sibling rate X.12 � . 0� 17. 18. Amount of Line 14 taxable 2 �256 . 54 18. 338 . 48 at collateral rate X.15 19. TAX DUE................................................................................................................ 19. 338 . 48 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-13-0781 Decedent's Complete Address: DECEDENT'S NAME Walker, Larry P. STREET ADDRESS 31 Church Road C��, STATE ZIP PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 338.48 2. Credits/Payments A. PriorPayments 1,346.70 B. Discount 0.00 Total Credits(A +B) (2) 1,346.70 3. Interest �3� 4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 1,008.22 Check box on Page 2,Line 20 to request a refund 5, If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) Make Check Pa able to: REGISTER OF WILLS AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred:............................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income:.................................. � � c. retain a reversionary interest;or............................................................................................................... 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 ❑ ❑ receivingadequate 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 ❑ ❑ containsa 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 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax retum 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 decedenYs 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)j. 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-1508 EX+�11-10) SCHEDI�LE E pennsylvania CASH, BANK DEPOSITS, 8� MISC. DEPARTMENT OFREVENUE INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Walker, Lar P. 21-13-0781 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorahip must be disclosad on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 American Express FX Fee Litigation Settlement Fund-settlement $•23 2 M8T Bank, Free Checking Account No.482595 42•78 3 Orrstown Bank,Checking Account No. 106002408 1,472.44 4 Orrstown Bank,Checking Account No. 106110254 8,941.55 5 Safe deposit box contents-nothing of value 0.00 6 2004 Jeep Grand Cherokee Overland-VIN 1J8GW68J04C166920 3,918.00 7 Gun collection-as per appraisal attached 2,575.00 8 Gun safe 800.00 9 Pennsylvania Turnpike Commission-EZ Pass refund 41.40 TOTAL(Also enter on Line 5, Recapitulation) 17,799.40 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10) Rev-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENTOFREVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Walker, Lar P. 21-13-0781 H an aaset was made joint within one year of the decedent's date of death,it must be reported on achedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Elizabeth D.Worley 31 Church Road Friend Carlisle, PA 17015 B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY o�o OF DATE OF DEATH ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD�S DECEDENT'S NTEREST NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR VALUE OF ASSE INTEREST TENANT JOINT JOINTLY-HELD REAL ESTATE. 1 A 04/21/2005 Members 1st Federal Credit Union-Checking 30.57 50.000% 15.29 Account No.263541-11 2 A 04/21/2005 Members 1st Federal Credit Union-Checking 26.50 50.000% 13.25 Account No.263543-11 3 A 04/21/2005 Members 1st Federal Credit Union-Regular 5.69 50.000% 2.85 Savings Account No.263543-00 4 A 04/21/2005 Members 1st Federal Credit Union-Regular 8,843.79 50.000% 4,421.90 Savings Account No.263541-00 5 A 04/29/2009 Orrstown Bank,50+Interest Checking 10,056.99 50.000% 5,028.50 Account No. 106005227-Joint with Elizabeth D.Worley TOTAL(Also enter on Line 6, Recapitulation) 9,481.79 (If more space is needed,additional pages of the same size) Copyright(c)2010 form sofiware only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01-10) R�_151�+,,�_09, SCHEDULE H pennsylvania DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Walker, Larry P. 21-13-0781 DecedenYs debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT q, FUNERAL EXPENSES: See continuation schedule(s) attached 5,409.84 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) David S.Walker Sharon L. Sites StreetAddress 111 Hope Drive city Boiling Springs State PA zio 17007 Year(s)Commission Paid 1,000.00 p. Attorney's Fees Salzmann Hughes, P.C. 1,600.00 3. Family Exemption: (If decedent's address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. OtherAdministrative Costs 3,062.48 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 11,072.32 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Walker, Larry P. 21-13-0781 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exnenses 1 David Walker-reimbursement for funeral expenses 853.34 2 Egger Funeral Home,Inc. -funeral services 2,700.68 3 Elizabeth Worley-reimbursement for funeral expenses 49.82 4 Elizabeth Worley-reimbursement for niche,funeral expenses 700.00 5 Elizabeth Worley-reimbursement for funeral flowers 106.00 6 Sharon L.Sites-reimbursement for funeral luncheon 1,000.00 H-A 5,409.84 Other Administrative Costs 7 Cumberland County Tax Bureau-2012 income tax due 115.00 8 Cumberland County Tax Bureau-2013 income tax due 111.00 9 Pennsylvania Department of Revenue-2012 income tax due 206.00 10 Pennsylvania Department of Revenue-2013 income tax due 21.00 11 Salzmann Hughes, P.C.-reimbursement for probate expenses 158.50 12 Salzmann Hughes, P.C.-reimbursement for payment to Cumberland Law Journal for legal 75.00 advertising 73 Salzmann Hughes PC-closing costs for contingencies in order to administer the estate 250.00 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Walker, Larry P 21-13-0781 ITEM AMOUNT NUMBER DESCRIPTION 14 The Sentinel-Legal-Legal advertising 210.78 15 United State Treasury-penalty and interest owed for 2012 income tax return 83.20 16 United State Treasury-2012 income tax due 856.00 17 United State Treasury-2013 income tax due 976.00 H-B7 3,062.48 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX+(�2-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OFREVENUE INHERITANCETAXRETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Walker, Lar P. 21-13-0781 Report debts incuned by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Chase Freedom -balance due on account 7,307.31 2 Critical Care Systems-balance due on account for medical services on various dates 105.00 between 1/21/13 thru 5/28/13 3 Elizabeth Worley-owed for purchase of 2004 Jeep Grand Cherokee Overland 6,000.00 4 Lois Dominko-check written prior to death cleared after death 494.99 5 Members 1 st-balance due on account 45.03 TOTAL(Also enter on Line 10, Recapitulation) 13,952.33 (If more space is needed,additional pages of the same size) Copyright(c)2008 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08) REV-1513 EX+(01-10) pennsylvania SCHEDIlLE J DEPARTMENT OFREVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Walker, Lar P. 21-13-0781 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT �yyords) ($$$) I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 1 Elizabeth Worley Friend Residual Estate 31 Church Road Carlisle, PA 17015 2 David S.Walker Son Bequest as per 111 Hope Drive Item III.B. Boiling Springs, PA 17007 Bequest as per Item III.C. 3 Sharon L.Sites Daughter Bequest as per 107 Shirley Lane Item III. B.of the Boiling Springs, PA 17007 W�� Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) REV-1162 EXIi t-961 COMMONWEA�TH OF PENNSYLVANIA DEPARTME!'iT OF REVENUE fiUREAU OF INDIVIDUAL TAXES � DEPT.280601 HARRISBURG,PA 1 7 1 28-060 7 PENNSYLVANIA iECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N O. C D 018 290 WORLEY ELIZABETH 31 CHURCH RD CARLISLE, PA 17015-9332 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------- ,o�a ------ 13137209 � 5630.13 ESTATE INFORMATION: SSN: 20a-3a-5227 I FILE NUMBER: 2113-0781 I DECEOErvT NAME: WALKER LARRY P � DATE OF PAYMENT: 1 O/21/201 3 I POSTMARK DATE: 09/16/2013 I courvrY: CUMBERLAND � DATE OF DEATH: 06/23/201 3 I � TOTAL AMOUNT PAID: 5630.13 REMARKS: CHECK# 189 INITIALS: DB1 SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYEP REV-1162 EXI11-961 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OFREVENUE BUREAU OF INDIVIOUAL TAXES � DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA iECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 018291 WORLEY ELIZABETH 31 CHURCH RD CARLISLE, PA 17015-9332 ACN ASSESSMENT AMOUNT CONTROL NUMBER �------- fo�G � 13142651 � 5716.57 ESTATE INFORMATION: sstv: 204-34-522� � FILE NUMBER: 2113-0781 I �ECE�ErvT tvAME: WALKER LARRY P � DATE OF PAYMENT: 1 O/21 /201 3 I POSTMARK DATE: 09/16/2013 I coUrvTY: CUMBERLAND � DATE OF DEATH: 06/23/201 3 I � TOTAL AMOUNT PAID: 5716.57 REMARKS: CHECK# 190 INITIALS: DB1 SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER n ^=. �.� w LAST WILL AND TESTAMENT � � G rn � r�n -r' c� , c;, :�, :i7 A (- F,� �-�! -.. OF � z � �-; :y:� _. ::� � � a .:� c� r � � , �-� c-> � _ � ~`'' LARRY P. WALKER :� ; �-� �- �;; � —: � �.� � � I,LARRY P• WALKER, now of Penn Township, Cumberland County, Pennsylvania, being of sound and disposing mind,do hereby make, publish, and declare this to be my Last Will and Testament,hereby revoking and making null and void all prior Wills and Codicils made by me at any time heretofore. ITEM I. I direct that all my legally valid debts, funeral and administrative expenses, and debts incurred or payable because of my death, shall be paid by my Executor,hereinafter named, from my residuary estate as soon after my death as practicable. All death taXes, including federal, state, and other death ta�ces, with respect to the property forming my gross estate for tax purposes,whether or not passing under this Will, including any interest or penalty imposed thereon, shall be considered an expense of administration of my estate,without apportionment or right of reimbursement. Taxes pn future interests may be prepaid. ITEM II.I. I give and bequeath certain items of tangible personal property that are solely owned by me at the time of my death and that are identified in any separate writing directing distribution thereof after my death which is dated and is signed by me at the end thereof,to those persons designated in such separate writing who survive me. If any item of tangible personal property is identified in more than one separate writing, I direct that, unless stated to the contrary,the separate writing bearing the last date shall govern the disposition of such item. ITEM III. I make specific bequests to the following persons that survive me by thirty (30)days: A. All monies owed to me by Apple Enterprises or any successor thereof, per the Sale Agreement,to, ELIZABETH D.W��EY,now of Penn Township,Pennsylvania. g, The one-half('/z) interest I own in the house located at 1643 Glades Pike, Sommerset, PA is be given equally to my son, DAVID S. WALKER,now of Boiling Springs,PA. and my daughter, SHARON L. SITES, now of Boiling Springs, PA. C. My gun collection and gun safe located in my office to my son, DAVID S.WALKER,to distribute as he sees fit. ITEM IV. I give, devise and bequeath all of the residue of my estate, whether real, personal, or mixed, and wherever situate, including any property subject to any power of appointment which I may now have or hereafter acquire,that aze solely owned by me at the time of my death,not otherwise disposed of above to, ELIZABETH D.WORLEY, if she survives me by thirty(30)days. Provided however, if she does not so survive me this share shall be distributed equally to my surviving children. 2 Such properiy shall be divided by my said beneficiaries as they shall agree. As to those items upon which they shall not agree, distribution shall be determined by my Executor. ITEM V. The interest of beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM VI. I hereby appoint DAVID S. WALKER and SHARON L. SITES, acting together,to serve as co-executor(the"Executor"), of this,my Last Will and Testament. In the event of the refusal or inability of either to so serve, I then nominate and appoint, SHAWN S- WEIS,now of Carlisle, PA, to serve as Co-Executor. In the event of the refusal or inability of such named persons to so serve,I then grant to the person last so nominated and capable of serving the right and power, exercisable in his or her exclusive discretion,to nominate and appoint, whether in advance while competent, or at the time of a renunciation or resignation, a person or persons to serve as such Executor,which nomination shall be honored as if I had made such an appointment in this Will. ITEM VII. I direct that my Executor shall not be required to give bond or post any other security for the faithful performance of duties in any jurisdiction. ITEM VIII. My Executor shall have the following powers in addition to those invested in them by law and by other provisions of my Will applicable to all property, whether principal 3 of income, exercisable without Court approval, and effective until distribution of all property: A. To retain any investments I may have at my death so long as my Executor may deem it advisable to my Estate or so to do. g. To vary investments, when deemed desirable by my Executor,and to invest in such bonds, common trust funds controlled by my Executor, stocks, notes, real estate mortgages, or other securities or in such other properiy, real or personal, as my Executor deem wise, without being restricted to so-called legal investments. , C, In order to effect a division of the principal of my Estate or for any other purpose, including any final distribution, my Executor 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 or dates of their division or distribution. D. To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interests therein owned by my Estate severally or in 4 conjunction with other persons or acquired after my death by my Executor, and to consumrnate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers,conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also,to make, execute, acknowledge, and deliver any and all deeds, assignments, options, or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in my Will. E. To mortgage real estate, and to make leases of real estate for any period of time as is deemed reasonable by them. F. To borrow money from any party to pay indebtedness of mine, or of my Estate, expenses of administration, or inheritance, legacy, estate or other taxes. G. To pay all costs,taxes, expenses, and charges in connection with the administration of my Estate. My Executor shall pay expenses of my last illness and funeral expenses. 5 H. To vote any shares of stock which form a part of my Estate, and to otherwise exercise all the powers incident to the ownership of such stock. I. In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my Estate. J. To compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value. K. To manage or continue any business that I may own or be entitled to so act in such capacity. ITEM IX. Any person who shall have died at the same time as me, or in a common disaster with me, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased me. IN WITNESS WHEREOF,I have hereunto set my hand and seal to this my Last Will and estament consisting of six (6) typewritten pages,this ,�3- day of ra-��, 2008. T , � vt,�L G�(J c�%��1� L YP. W L R 6 We,the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declazed by the above-named Testator, LARRY P.WALKER, 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 set our hands and seals the day and year above written,and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. f� ` �� residin at � g �(,t�l.��x� , � � � iV � � � /' � �� 'n � 1�, ��'- residing at % � C�''��-�!�' "�` � , � C��!'7 C/I� �..1,�1 `r�? /� 7 COMMONWEALTH OF PENNSYLVANIA : SS.: � COUNTY OF — ' � . , , and We,LARRY P•WALKER,the Testator, and_,�.�' � " ed to L�'��'Q �� S�?��-,l� ,the witnesses, respectively, whose names are gn the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will �d oses there n expressed, willingly, and that he executed it as his free and voluntary act for the purp and that each of the witnesses, in the presence andhe Tes ator was at hat time eighteenJyears of witness and that to the best of his/her knowledge age or older, of sound mind and under no constraint or undue influence. , ��!� LARR P.WAL � � `;,... �Jitness J >�� -�� Wimess Subscribed, sworn to and acknowledged befor� e by the Tes tor, LARRY�Pd.VVALKER, and sworn to before me by �� sub c bed and , r��l"� /��s;}�;��- ,witnesses,this��day o 2008. � L � N Public (SE �! M��E�`��OF PENNSYLVANIA Notarial Seal OI'nria A Reeder�No�ry�� South Middleton Twp., Gunberiand Cour►Y �,�y Corrvnissan F.�i��ar.7,2009 pen.,sY•��a�ia AssOCia!ion af Notaries Will for La�y Walker revised.WPD MemCsr,. " � g Robert R Rowe, Appraiser 908 Armstrong Road Carlisle, PA 17013 (717) 241-6769 October 28, 2013 APPRAISAL for the LARRY WALKER ESTATE. This is to certify that I, Robert R. Rowe, am a qualified appraiser. I have 50 years of buying, selling and appraising experience in the area of antiques and guns. I am also a bonded and licensed auctioneer(PA LIC# AU2276L). I further certify that the purpose of this appraisal is to provide current auction value for the following and that this appraisal in no way represents an offer or solicitation to purchase. I have viewed the 13 firearms listed on the rifle inventory and gun safe. It is my opinion that the total current fair market value of the firearms is $2375.00 The fair market value of the safe is $800.00. ___� '� � �{��j�r%1�'� -�� 1� � obert R Rowe� Appraiser ' i } � ;� � 'i�� 4n �� N � '� n , � , � � ;ro . m � oo ;� < :— �< �; i3 � �' '�' � i? ,�p � ;D '� ?� � i� D m �' �' �' � ;00 N ? T ;� � I 7 i� i T � � �p � � ?�• � � ,.��.� '� E �•;p •rt '�-r (D � ' OO t � C rD NO � v' G O 'N � Q` � ,� O � � N ri2o � � � � � p�i � i � :� � � O ; O , Q � O -o � I � f –• ; `c � p �. rD Q � � ;� � � �ot� i'� N F� �. � � � S', � 0 � N OW � �` � ` rt `� ' H � �• � � O O � � ' � � � � � �' � � a' —, � � �. O � O � � ' � � � ! r► � � v � �, v ' O � ' 0 rt v ,n-r fD � ' vi rnr ` 3 O �• O � fD : �: p ,� n � —' O � . � ` � C ' � n ' }., : �. .� .`� , QO� � . ny �: �. � ` - W � O � W � � 0 A �� N N W � d � � , N � N O N � O ln O � N � � fD v U�Q v � N � N v OC d0 OU � p�j � — N N � ' � — J r� � �' r�o � v ro � � � � m � � , � 3 -, -� -� w � � m � m � -� � � � r� ` � � � � � � � �� Q � � M ,, � � ' ( � �,* �* a ,� x � , ,�, � � � -� � Iv v, �—'S� ��, O ,� W ^S` G v� � G � N .��y �' O V` � cJ� � d � s q �Q,. o ' ' ` b � c v; o e o ' � r� . �: r. '�. L � p �� 499 Mitchell Road,Millsboro,DE 19966 Adjustment Services Phone 888-502-4349 F ax (302)934-2955 August 6,2013 Salzmann Hughes,P.C. Attorneys at Law 354 Alexander Spring Road, Suite 1 Carlisle,PA 17015 Re: Estate of Larrv P• Walker Social Securitv• 204-34-5227 Date of Death: June 23,2013 Dear Sir or Madam: Per your inquiry on July 30,2013,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 482595 Ownership(Names ofJ Larry P. Walker Opening Date 02/01/1972 Balance on Date of Death $ 42.�8 Accrued Interest $ •�� _.......__ _ ._.. _._ .......... Total $42'�8 2. Type ofAccount CheckingAccount Accaunt Number 9834752637 Ownership(Names o� Stephen D.Heckman(Sole Pro) Tammy Rae Heckman(POA) Larry P. Walker(POA) Opening Date 10/31/2006 Balance on Date ofDeath $109,841.77 Accrued Interest $ .00 _ _.. _ Total $]09,841.77 3. Type ofAccount Installment Loan Account Number 12044419397526001 Ownership(Names o� Larry P. Walker Opening Date 07/30/1985 Balance on Date ofDeath $0.00**This amount is noi to be used for payoff purposes. For a payoff balance, please call 1-800-724-2440 Current Balance $ .00** This balance is not a payo�'balance For any sdditional information on the above accounts,including ownership and$ny changes,ciosures and/or reimbursement ot funds, please csfl the Smnehedge at 717-240�524. We were unable to►ocate any safe deposit box for the above-mentioned decedent. This letter does not include any accounts in which the deceased may have been Gsted as Power of Attorney,Custodian of Uniform Transfers, Representative Payee,or Trustee under a W ritten Agreement Sincerely, Valarie Mercer Adjustment Services St � MEMBERS 1St FEDERALCREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 263543-00 Date Account Established 04/21/2005 Principal Balance at Date of Death $5.69 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $5.69 Name of Joint Owner Elizabeth Worley Date Joint Added 04/21/2005 CHECKING ACCOUNT: Account Number/Suffix 263543-11 Date Account Established 04/21/2005 Principal Balance at Date of Death $26.50 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $26.50 Name of Joint Owner Elizabeth Worley Date Joint Added 04/21/2005 LOAN ACCOUNT: Account Number/Suffix 263543-01 Date Opened 09/29/2008 Principal Balance at Date of Death $0.00 Loan Type Personal Service Loan Collateral Secured None Interest Rate 11.00% Name of Co-Borrower None MEMB,�RS S.� FEDERAL CREDIT UNION � � _.... er -derson ending Insurance Support Specialist July 31, 2013 Estate of: LARRY P.WALKER Date of Death: 06123/2013 Social Security Number: 204-34-5227 5000 Louise Drve • I'O. BoY 40 • �Iecha:iics�urg,Pennsylvania 1?055 • (S00) 283-2328 • ��vw.memberslst.org St � MEMBERS 15t FEDERAL CREDIT UNION PRIMARY OWNER: Elizabeth Worley REGULAR SAVINGS ACCOUNT: Account Number/Suffix 263541-00 Date Account Estabiished 04/21/2005 Principal Balance at Date of Death $8,842.96 Accrued Interest to Date of Death $0.83 Total Principal and Accrued Interest $$,843.79 Name of Joint Owner Larry P Walker Date Joint Added 04/21/2005 CHECKING ACCOUNT: Account Number/Suffix 263541-11 Date Account Established 04/21/2005 Principal Balance at Date of Death $30.57 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $30.57 Name of Joint Owner Larry P. Walker Date Joint Added 04/21/2005 MEM ERS 1ST FEDERAL CREDIT UNION derson Lending Insurance Support Specialist July 31, 2013 Estate of: LARRY P.WALKER ua4� or azath: v"Si2312�13. Social Security Number: 2U4-34-5227 5000 Louise Drice • P.O. Box 40 • Mechanscsburg,Pennsyl�ran+_a 17055 • (80�) 283-2328 • ��v��:memberslst.org � (��sTaw�v �� A Trudi�ion of Excellence February 1Q, 2014 Salzmann Hughes,P.C. 3S4 Alexander Spring Rd Suite 1 Carlisle,PA 17015 Fax: 717-249-7334 Re: Estate of Larry P Walker Social Security Number 204-34-5227 Date of Death 6/2�/13 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE FULLpWING ACCOUNT WITH ORRSTOWN BANK: �',HECKING ACCOUN�' Account No- 106005227 Account Type- S0+Interest Checking Account Title- Elizabeth U Worley/Larry P Walker Date Op�ned- 4/29/09 Joint Aocount(name/date) Yes Elizabeth D Warley/Larry P Walker $alance- $10,056.62 Accrued Interest $4.37 Intereat YTD of death $1.87 CHECKING ACCOUNT Account No- 106002408 Aeeount Type- 50+Interest Checking Account Title- Larry P Walker ]7ate Opened� 2I13/02 Joint Account(name/date) No Balance- $1,472.44 Accrued Interest $p�OQ Interest Y'�'D of death $0.35 2695 Philadelphia Avenue � Chambersbutg, PA 17201 CHECKING ACCOUNT Account No- 106110254 Account Type- Regular$usiness Checking Account Title- L P Wallcer Business AccountlLarry P VJalker Date Opened- 2�13�d2 Joint Account(name/date) No Balance- $8,941.55 Accrued Interest $0.00 Interest YTD of death $0.00 $est Regards, �-�" � • -- �� KimberTy Moyer Depasit Processing Clerk