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06-12-14 (3)
.J 1505610105 REV-1500 EX(02-11)(FI) OFFICIAL I USE ONLY PA Department of Revenue pennVivardar Bureau of Individua(Taxes County Code Year F: PO BOX 28OWi INHERITANCE TAX RETURN [a Numbs-r- Harrisburg.PA 17128-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION aELow Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 11/02/2013 07/16/1948 ............._s' .......... Decedent's Last Name, sulffix- D_ecedent's First Name MI Barrick Dianne 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 OVALS BELow, 1.Original Return CM 2.Supplemental Return C:D 3. Remainder Return(Date of Death Prior to 12-13-82) C= 4.Limited Estate C=i 4a-Future Interest Compromise(date of C= 5, Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate, C=D 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of will) (Attach Copy of Trust.) 9.Litigation Proceeds Received C= 10.Spousal Poverty Credit(Date of Death C=:) 11, Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule 0) CORRESPONDENT- TIES SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Tele na Nu mbero Andrew C. Shealy, Esquire 717-697-7!� M r-n REGIStr#RTF#I LS tTS—E ONI,�41 Q,, First Line of Address . 127 South Market Street o 0 Second Line of Address —4 rrr rri P.O. Box 95 ➢ C,.3 Cf) C, Co City or Post Office State ZIP Code DATE FILED Mechanicsburg PA 17055 Correspondent's e-mail address:andrewc.sheely@verizon.net Under Penalties of rrerjury,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 complete.Declaration of prepaner other than the personal representative is based on all inforrvdion of which preparer has any knowledge. S3GNATURE OFYERSONI RESPON$ISLgLF0,IZ FILING RETURN DATE ADDRESS Marilynn J.Willits, Executrix, 107 East Allen St, Mechanicsburg, PA 17065 SIGN0ATUR a,1 PR PARER 0 PRESENTATIVE DATE I- ADDRESS Andrew C. Shealy, Esquire,q2Z S(;)ith Market Street, P.O. Box 95, Mechanicsburg, PA 17065 PLEASE USE ORIGINAL FORM ONLY Side I 1505610105. 1505610105 a : 1505610205 REV-1500 EX(FI) Decedent's Social Security Number _ . Decedents Name Barrick Dianne E. RECAPITULATION 4 $149,900.00 1. Real Estate(Schedule A). ............................................ 2. Stocks and Bonds(Schedule B) •""" 2' !--.— -^ 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 1 4, Mortgages and Notes Receivable(Schedule D). ................••••....•• 4• � 132,835,78 5' Cash.Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. � �^ 3,768.81 6. Jointly Owned Property(Schedule F) O Separate Billing Requested .,..... 6. 7, Inter-Vivos Transfers E,Miscellaneous Non-Probate Property 280,134.78 (Schedule G)' O Separate Billing Requested,... .... 7. 8, Total Gross Assets(total Lines 1 through 7)............................. 8. 666,639.37 43,867.87 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. Lr 134,676.69 10. Debts of Decedent,Mortgage Liabilities and liens(Schedule 1), 10. M 11. Total Deductions(total Lines 9 and 10). .................. ••• •• 11. ' 12. Net Value of Estate(Una 8 minus Luse 11) .•.••.....••••• .............. 12. 3$8,094.81 13. Charitable and Governmental BequestsfSec 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. ; 3$$,094•$1 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or ,_�._.._ —•_ transfers under Sec.9116 16, Amount of Line 14 taxable — � - 217 376.97 1 16. $9.781.96 4 at lineal rate x.o 45 ( r — 17. Amount of Una 14 taxable at sibling rate X.12 ; i 17. - 18, Amount of Line 14 taxable j•�-�•�—�-� ~170,717.84 1 $25,607.67 at collateral rate X A5 ; .��-.•._,.� 18.i }} $35,389.63 19. TAX DUE ... ............. ............ ..... ...... ......... ......... 20, FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1500 EX{FI) Page 3 s , File Number Decedent's Complete Address: DECEDENTS NAME Dianne E. Barrick SiREETADDRESS 304 Monroe Street ----- ZIP Mechanicsburg PA —...� 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) {t) $35,389.63 2. Credits/Payments A.Prior Payments B.Discount 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. T Fill in oval on Page 2,Line 20 to request a refund. (4) 5. It Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) $35,389.63 C,Make check payable to: REGISTER OF WILLS,AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a, retain the use or income of the property transferred......................................................................................... ❑ b. retain the right to designate who shall use the property transferred or its income ........................................,... ❑ I♦ c. retain a reversionary interest .............................................................................................................................. ❑ d. receive the promise for life of either payments,benefits or care?...................................................................... 0 1 if death oco ed after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?......._.................._....................._.......................................................... ❑ N 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? ..........................................._.........___.......................................................... ❑ . 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)(11)(1)]. 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(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12 percent 172 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. r REV-1502 EX+ (11-08) pennSylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF Dianne E. Barrick FILE NUMBER 21-13-1198 All real property owned solely willing as a tenant in common must be reported m fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1' Decedent's real estate located at 304 Monroe Street, Mechanicsburg, Monroe Township P $149,900.00 Cumberland County, Pennsylvania,Tax Parcel#22-24-0783-191. See attached settlement sheet TOTAL(Also enter on Line 1, Recapitulation.) $ $149,900.00 _ If more space is needed, Insert additional Erects of the same size. OMB Approval No.2502-0265 A. Settlement Statement (HUD-1) 1.Q FHA 2.Q PHIS 3.❑Conv.Unins. 6.File Number: 7.Loan Number: B.Mortgage Insurance Case Number, CH14-00935 4.❑VA 5.0 Cony.ice. C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agents are shown.Items marked "(p.o.cy were paid outside the closing;they are shown here for Informational purposes and are not included in the totals. D.Name&Address of Borrower: E.Name&Address of Seller. F,Name&Address of Lender: THOMAS E.PYKE,PAUUNE D.PYKE THE ESTATE OF DIANNE E.BARRICK 13 Bmadmom Drive,Mechanicsburg,PA 17055 G.Property Location H.Settlement Agent. 1,Settlement Date:0413012014 304 MONROE STREET,MONROE TOWNSHIP Homasale Settlement Services Disbursement Data:0413012014 MECHANICSBURG,PA 17055 4000 Cmms Mill Road,Suite 101,Harrisburg.PA 17112 Monroe Township 717-671-9876 Place of Settlement; Title Express .3435 Market Street,Camp HUI,PA 17011 Printed 04120/2014 at 10:58 am by SH 100. Gross Amount Due from Borrower 400- GrossAnwurd DUSto Seller !^ 101. Contract sales price--'-� 149,900.00 401. Contract sales price 140 102. Personal propel .-.-.� - 402. Personal ropeny 103. Settlement charges to borrower(line 1400) 2,952.00 403. 104. 404, 105. 405. Adjustments for items paid b seller in advance Adjustments for items paid b seller in advance 106, Cityeown taxes to 406. CityAmn taxes to 107. County taxes 04130/2014 to 12131014 - 308.13 407. County taxes 041301201401213112014 308.13 108. School taxes 0413012014 to 0613002014 225.87 408. School taxes 0413042014 to 00012014 225.81 109. Sewer 04/30/2014 to 65130/2014 160.11 409. Sewer 04!302014 10 0 613 0!2014 160.11 110. 416. Ill. 411. t}2. 412. 120. Gross Amount Due from Borrower 153,546.11 420. Gross Amours Due to Sewer 150,594.11 200. Amounts Paid by or in Behalf of Borrower 500. Reductions In Amount Due to Seller {eposh or earnest money 3,0 .00 501. Excess deposit(see msW ons) 202. Principal amours of new loan(s) 502. Settlement charges to seller(line 1400) 12,156.59 203. Existing I s taken subject to 5D3. E"!Ong loos taken suliect to 2D4. 504. Payoff of first mortgage loan%0381269554 to Wells 93,643.17 Fargo Home Mortgage 205. 505. Payoff of second mortgage loan 206. 506. 267. 507, 208. 508. 209. 509, mm"ah'ts rorltems um dh setter Ad ustmerts for items unpaid b sailer 2 0. Cdyftawntaxes to 5}0. unymnot taxes to 211. County taxes to 511. Comly taxes to 212. School taxes to 511 School tors to 213. 513. 214. 514. 215. 515. 216. 576. 217. 517. 21& Ste. 219. 519. 220. Total Paid b 11mr Borrower 3,000.00 520. Total Reduction Amount Due Saber 105,799.76 300. Cash at Settlementfromlto eomower 890, Cash atSefOemerintolfrom Sewer 301. Gross amount due from borrower Q,rm 120} 153,546.11 501. Gross amount due to sewer(One-020} 156,594.tt 3tl2. Less amL paid byrbr bortower(One 220) 3,00000 602 Less reductions in amount due seller(the 520} 105,793.76 303. Cash © From ❑ To Borrower 1361598.11 603. Cash QX To ❑ From Seem 44,794.35 pYlomtuYmt aMmymXM�i,EmgMmmE�..Pown(gnv.'Ygbwmq.N4MHm,r•Lnv,tltlery M,M1OU'p,NropvYq•tMO�INi IOYPFSPA m.Yr6l,YnfbbnxlN NlmNemtluMppn RXIMXtY IYWfl. Previous editions art obsolete Page 1 of 4 HUD-1 L.Settlement Charges 1 700. Total Real Estate Broker Fees $8,994.00 Paid From Paid From Division of commission line700 as follows: Borrower's Seller's 701. ,497.00 10 MC Walker Really _ Funds at Funds at 702. $4497.OD to Prudenfial HomeSale Services Group Settlement Settlement 703. Commission paid at settlement dVVCUU 704. SMker Fee to Pmdeniiaftnnssale SetviresCroua 225.00 705. to 800. hems Pa 61e in ConneNOn with Loan 801, roriginatlon c3harge (inciudes Ongmabon Pant U.Uun w 80.00; $ (from GFE#I) 802. Your aadt or charge(Pointa)for the specific interestrotechosen $ (hom-GFE#2) Ymu adusted origination charges (from GFE A) 804. Appi tee to from GFE Q) 805. Credit mpw to From GFE#3 806. Tax service to if=GFE 43 807. Flood ci nificaion to �- from GFE#3 658. to 960. hemsR abed adder to be Paid in Advance DolrykdareschagesVW kom04730720141oO (from GFE#10) 902. Mortgage Insu emium months to from GFE#3) 903. Homeowners insurance months to from GFE#11 904, months to from GFE#11 1000,Reserves DeRpshad vAth Le der 1001.Ia8a1 deposit for yourascmw account (from GFE#9) 1002.Homeowners insurance months Q$ /month 1003.Mon a einsuance months a$ !month 1004.PWO taxes months @$ /month 1005.Caxdy taxes months La,$ 38.10/month $ i006.School taxes monhs 9D$ 110.81/mnnth $ 1077.Aggregate Adjustment $ 1100.Title Charges 1101.Title services and lenders Its insurance ffm GFE#4 1102,seftementordosingfee to $ 1103,Owners title insurance-Old Republic Title insuance Company (firm GFE#5) 1,150.00 1104,Lendai's title ihnuance-Old ReputbcWe lnsuance Company $ 1105.tenders title policy 0mh$0,00 Lenders Policy 1106.Owners ftle policy limit$149,900.00 Owners Policy 1107.Agent's portion of the total We insurance premium $1,023.50 to Homesale Settlement services 1106.Untlerwniers portion of the total tike insurance premium $126.50 to01d Mix Title Insurance Company 1109. 1200.Government Recording and Transfer Charges 1201.Govamment recording charges $ (from GFE#7) 7300 1202.Dead$73.00 Mortgage$ Release$ 1203.Transfertaxes $ (from GFE#8) 1,499.00 ` 1204.Cdy/Coumy taxhWmps Dead$1,499.00 Mon a e$ 1205.State TaWstamps Deed$1.499.00 _ Mon a s$ 1,499.00 1206. Deed$ mortgage$ 1207. $ 1300.Additional Sehlemenl Cha es 1 1.Required seivkx?s t you can shop for (from GFE#6) 1302. to 235.00 1303.Sawa 411114 to VA14 to MonroeTmmsh' 1304.Home WartantY to American How Shield 460. 1 5.Tax Ced to Honressle settlement smites .00 1306.2014 County/Twp Taxes to May Mu Tax CWana 475.7 107. hm Pa to Homesale Sahleanect Sawbas .00 1308.Notary Feas to Notary Public 5.0 10. 1 on ReMOT OM to Envinoguest 413. rr . r 2,952.00 12,!56.59 "Paid outside of dosing by(D)of-fe (Sje1w,¢fir,(1)nvestor,WK)er."Credit by lender shwm on page 1.-Credo by seller sham on page 1. r Previous editions are obsolete Page 2 of 4 HUD-i Comparison of Good Fadh Estimate(GFEQand HUM Charges Good Faith Estimate �HUD-1 Charges That Cannot increase HUD-1 Use Number — Ouraie nabon charge # A01 i 0.00 OM Y i achar e�oaints f es specific interest rate chosen # 802 0.00 _ 0.00 n char # 803 — 0.00 0.00 tran stertalies 1203 0.00 1, 99.00 Cha sTlt�o Total Cannot Increase More Than l0% Good Faith Estimate NMI Govammentre�cnaig'es.--.--.--.— #1261 0.00 —.' 73.00 Title services and lenders!!e`Mora e # 1101 0. 0 -000 Owners tifle insurance"—"--.'—'.—..-- # 11 0. —1150 00 # # O'OD 1,223.00 Ch es That Care Change Good Faith Estimate "HUD4 Initaldepositor your escrrn+account — #1001 0 ally ad&est chaigesfrom #�i $ /da 0,00 Fhmeowners insurance g 903 0.00 Loan Terms Your initial loan amount is $ Your(can term is - years Year in?gai.interest rate is % Your Initial monthly amount axed or principal,Interest,and any mortgage $ Induces Insurance is ❑principal ❑Interest - - ❑ mortgage insurance Can your Interest rate dse? X❑No. ❑Yes,it=rkeoama:dmumof %. Thefrruchange will be on f / and can changeagain every years after 1 t . Every - change date,your interest rate can increase or decrease by %. Overthe life of the loan,your interest rate is guaranteed to never be lower than %a higher than %. Even'0 you make payments on lima,can your loan balance rise? ❑X No. ❑Yes,ft can fine to a maximum of$ Even If you make pap"an time,can your morithly amount owed for ❑X No. ❑Yes,ire first increase can be ai / / and the monthly pArropidi hfterest,and mortgage Insurance rise? meant owed can rise to$ The maximum it can ever rise to is$ Does your man have a prepaymentpenatty? ❑X No ❑Yes,your maximum prepayment penalty is$ Does your loan have a balloon payment? Q No. ❑Yes,you have a balloon paymerd of S due in yearson t Tate dwrithly.want owed including eservwaccount payments ❑X You do not have a monthly escrow payment for items,such as property taxes - and homeowners insurance. You must pay these items directly yourself. - ❑You have an additional monthly escrow payment of$ - that results in a total laitiai monthly amount wed of$ . This Includes principal,interest, . any image insurance and any items checked below: - - ❑Pmpemytaxes ❑Homemners Insurance ❑Rood insurance ❑ ❑ ❑ Note: If you have any questions about the Settlement Charges and Loan Tema listed on this form,plane contact your lender. Previous editions are obsolete page 3 of 4 HUD-1 ' HUD CERTIFICATION OF BUYER AND SELLER I have carefully reviewed the HUD-1 Settlement Statement and to the test of my Knowledge and belief,it is a true and accurate statement of all receipts and disbumemanta made on my account or by me in this transacflon I fiuWar cerSify that I have received a copy of the HUD I Settlement Statement. THOMAS E.PYKE PAULINE D.PYKE THE ES7AT OF DIANNFE.BARRICK The HUD4 Settlement Statement which I have Prepared is a true and accurate account of this transaction.I he"caused or will cause the funds to be disbursed in accordance with this statenosm, - SETTLEME AG- DATE u WARNING IT MA CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM,PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE 1S:U.S.CODE SECTION 1001 AND SECTION 1010. Previous editions are obsolete Page 4 of 4 HUD-1 DF 0 E E 0 S TAX PARCEL NO. COUNTY- ,-11A MADE THE C� 1L day of HUG 13 IHM 1120 in the year one thousand nine hundred mnety-eight (1998) BETWEEN DAVID J. HECHLER and AMY HECHLER, his wife, of Mechanicsburg, Pennsylvania, Grantors, AND DIANNE E. BARRICK, single woman, of Carlisle, Pennsylvania, Grantee, WITNZSSZTA that in consideration of ONE HUNDRED FOURTEEN THOUSAND NINE HUNDRED ---------------------------------------------($114,900.00)------------------------------- -----------------Dollars, in hand paid, the receipt whereof is hereby acknowledged, the said grantors do hereby grant and convey to the said grantee, her heirs and assigns, ALL THAT CERTAIN piece or parcel of land situate in Monroe Township, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the westerly line of Monroe Street, said point being at the dividing line between Lots 54 and 53 on the hereinafter mentioned Plan of Lots; thence along said dividing line, South 77 degrees 45 minutes West, 157.19 feet to a point; thence North 12 degrees 15 min- utes West, 90 feet to a point at the dividing line between Lot No. 37 on the amended Plan No. 3 --oT-TrMdIe-Spnng-f4anor,and Lot N`o- 54-on the hereinafter-mentioned-Plan-of Lots; thence-along - - said dividing line, North 77 degrees 45 minutes East, 157.19 feet to a point on the westerly line of Monroe Street; thence along the same, South 12 degrees 15 minutes East, 90 feet to a point, the place of BEGINNING. BEING Lot No. 54 on Plan No. 4 of Ttindle Spring Manor, said Plan being recorded in the Cum- berland County Recorder's Office in Plan Book 14, Page 41. HAVING THEREON ERECTED a 1 story brick and frame dwelling house known and numbered as 304 Monroe Street, Mechanicsburg, Pennsylvania. BEING THE SAME PREMISES which Dolores A. Wingert, single woman, by her Deed dated January 3, 1994 and recorded January 11, 1994 in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book T, Volume 36, Page 134, granted and conveyed unto David J. Hechler, single man. The said David J. Hechler has since intermarried with Amy Hechler who joins in this conveyance to divest all right, title and interest in said property. 600K 183 PACE 460 And the said grantors do hereby Warrant Specially the property hereby conveyed. ZIV WITNESS WHEREOF, said grantors have hereunto set their hands and seals the day and year first above written. bipek,�tditL snL i�dibtrcia a. � '��V DMD J. E�CHLER in tic�resrntt of 7' AMY E HLER U _ STATE OF ,f.-WA,15Y4 COUNTY OF C�tt �irc, � On this, the ,,27 �` day of U 41�s 199 S' , before me, the undersigned. officer, personally appeared DAVID J. HECHLER 8G AMY HECHLER, his wife, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed same for the purposes therein contained. IN MT"SS WHEREOF, I hereunto set my hand an ffieial seal. WyJ�i�H1 �tik. :T Notary Mblic w STATE OF Ng� COUNTY OF �Nres March 15. � On this, the day of '" ^, ia rt�Gtan e, the undersigned officer, personally appeared known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that executed same for the purposes therein contained. ZN WITNESS WHEREOF, I hereunto set my hand and official seal. (SEAL) BOOK 183 PACE 461 Notary Public CERTIFICATE OF RESIDENCE I do hereby certify that the precise residence and complete Post office address of the within grantees is: 3Dy M04dcoe -N e CH A-N t j4 C/- , AftmTfuY7'Agent for e `� OSS Pry 2m b5 Cr'n n-rt, m rd � rnzarnmrn - , • •c c. rn re.�� �r ^mom Cn'yC. ` ua+ b � u.. cn inboCCC_n t.q cn 4r Jn Ln Ci 00000006 p 00 �`"� � �� C Lf F3 OF L i NIA =s 1 NNS�vAjgfi County o J SS RECORDED on this ? day of in the Recorder's office of the said County � + ty in, Deed V PageJA2 . , t° Given under my hand and the seal of the said office, the date above written. Recorder. aoox =83 PACE 462 REV-1508 EX+(ii-1o) pennsyLvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. RESIDENT ED RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE E.E. Dianne FILE NUMBER: Warrick 21-13-1198 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on schedufe F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Member's 1st Saving Aceount#43218-00-$5,847.86 principal,$.02 accured interest at date of death $5,847.88 2 Member's 1st Holiday Club Account#43218-02-$120.01 principal,$.020 accured interest at date of death $120.01 3 Member's 1st Investment Saving Acct#43218.05-$18,812.04 principal,$.OS accured interest at date of death $18,812.12 4 Member's 1st Checking Aocount#43218-11-$2,984.26 principal,$.00 accured interest at date of death $2,984.26 5 Member's 1st CDAccount#43218.44-$79,121.84 principal,$2.90 accured interest at date of death $79,124.74 6 Misc.cash and coins on hand $1,429.71 7. AARP subscription refund $23.07 8 Rodale Publishing refund $42.34 9. Sale of riding mower $240.00 10 Verizon refund $93.95 11 Haar's Auction-personal property $6,795.80 12 Highmark Retirement distribution payment(net) $9,616.50 13 Metlife Auto Insurance-total loss of vehicle $5,095.27 14 Wells Fargo Mortgage escrow refund $1,921.88 15. Allstate Life Insurance unearned premium refund $38.25 16 Metlife Auto Insurance refund $300.00 17 Teddy Bear and Clown collection $350.00 TOTAL(Also enter on Line 5, Recapitulation) $ 132,835.78 If more space is needed,use additional sheets of paper of the same size. BNY MEL,ON HIGHMARK RETIREMENT PLAN ASSET SUACJNG P.O Box 569 Pittsburgh,PA 45230-0569 NAME AND ADDSESS _ ESTATE OF DI EARRICK 101 0376-3-3—MAAD C/O MARILYNN J WILLIS 107 EAST ALLEN SRTEET MECHANICSEURGH, PA 17055-3352 ���fti t6utd61i'('ll'ttti t���tl�a�tdl�Ii9�PII��inI�IJtI1 PAYMENT SUALW lRY ACCOUNTNUMBER NMRO1TCP5MDR6C0 DATE OF CHECK 03/17/14 PAYEE NAME ESTATE OF DI BARRICK NET PAYMENT AMOUNT 9,616.50 PAYMENTS CURRENT DEDUCTIONS CURRENT PAYMENT. 12,020.62 - FED TAX 2,404.12 TOTAL 12,020.62 TOTAL 2,404.12 W/H ELECTIONS: FED FLAT % — 20% STATE NO WITHHOLDING ' AOOF St Iv1EMBERS 1°' FEDERAL CREDIT UNION PRIMARY OWNER: DIANNE E BARRICK REGULAR SAVINGS ACCOUNT• Account Number/Suffix 43218-00 Date Account Established 08/03/1984 Principal Balance at Date of Death $5,847.86 Accrued Interest to Date of Death $0.02 Total Principal and Accrued Interest $5,847.88 Name of Beneficiary Shirley Earnest HOLIDAY CLUB ACCOUNT: Account Number/Suffix 43218-02 Date Account Established 10/19/2012 Principal Balance at Date of Death $120.01 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $120.01 Name of Beneficiary Shirley Earnest INVESTMENT SAVINGS ACCOUNT• Account Number/Suffix 43218-05 Date Account Established 08/03/1984 Principal Balance at Date of Death $18,812.04 Accrued Interest to Date of Death $0.08 Total Principal and Accrued Interest $18,812.12 Name of Beneficiary Shirley Earnest CHECKING ACCOUNT• Account Number/Suffix 43218-11 Date Account Established 08/06/1984 Principal Balance at Date of Death $2,984.26 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $2,984.26 Name of Beneficiary Shirley Earnest MEMBERS 1sT FEDERAL CREDIT UNION za esisg� Lending Insurance Support Specialist November 14, 2013 Estate of: DIANNE E BARRICK Date of Death: 11102/2013 Social Security Number: 195-38-9876 5000 Louise Drive • P.O. Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • www..metnberslst.org N1 MEMBERS ist FEDERAL CREDIT UMON PRIMARY OWNER: DIANNE E BARRICK CERTIFICATE OF DEPOSIT: Account Number/Suffix 43218-44' Date Account Established 10/18/2013 Principal Balance at Date of Death $79,121.84 Accrued Interest to Date of Death $2.90 Total Principal and Accrued Interest $79,124.74 Name of Joint/Beneficiary None 'Rollover from CD 43218-43 opened 07/16/2012. VISA CREDIT CARD ACCOUNT Account Number 4672090000408757* Date Account Established 10/18/2010 Balance at Date of Death $19.162.28 Joint Cardholder None 'Contractual Pledge of Shares PRIMARY OWNER: SHIRLEY EARNEST CERTIFICATE OF DEPOSIT: Account Number/Suffix 167256-41` Date Account Established 04/1312013 Principal Balance at Date of Death $7,537.44 Accrued Interest to Date of Death $0.19 Total Principal and Accrued Interest $7,537.63 Name of Joint Owner Dianne E Barrick Date Joint Added 09/12/2011 "Rollover from CD 167256-44 opened 09/12/2011. MEMBERS 1ST FEDERAL CREDIT UNION Tessa L Klugh Lending Insurance Support Specialist November 14, 2013 Estate of: DIANNE E BARRICK Date of Death: 11/02/2013 Social Security Number: 195-38-9876 5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • www.memberslst.org 0020 PO BOX 2205 CHARLOTTE NC 28241 MetLife Auto & Home MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company 0020 and its Affiliates, Warwick, RI SLD994520 DIANNE E BARRICK 304 MONROE ST MECHANICSBURG, PA 17055 INSURED: DIANNE E BARRICK CLAIMANT: DIANNE E BARRICK - CHECK NUMBER : 006959791 CHECK AMOUNT: $300.00 Three Hundred and 0/100 Dollars °s AFTER COLLECTION, THIS IS YOUR SHARE OF YOUR DEDUCTIBLE FOR LOSS OF 10.29-13 Our number one goal is to ensure that you are COMPLETELY SATISFIED with your claim experience. If you have any questions or concerns about your claim, please call us at 1-800-854-6011 and we would be happy to assist you. We realize that you have a choice when selecting an insurance company and we thank you for choosing MetLife Auto & Home. Access your MetLife Auto & Home policy, billing, and claim information online at www.eseNice.mettife.com - - —' - —J35V-UQ-0687572'-- .` _.. 0032 PO BOX 2205 CHARLOTTE NC 28241 MetLife Auto & Home MetLife Auto& Home is a brand of Metropolitan Property and Casualty Insurance Company 0032 and its Affiliates, Warwick, RI SLD994520 THE ESTATE OF DIANNE E BARRICK CARE OF THE LAW OFFICE OF MATTHEW OWENS 2595 INTERSTATE DRIVE SUITE 101 HARRISBURG, PA 17110 INSURED: DIANNE E BARRICK CLAIMANT: DIANNE E BARRICK CHECK NUMBER : 006940503 CHECK AMOUNT: $5,095.27 Five Thousand Ninety Five and 27/100 Dollars PAYMENT FOR TOTAL LOSS UNDER COLLISION COVERAGE ARISING FROM LOSS OF 10-29-13 _ .Our number one goal is to ensure that you are COMPLETELY SATISFIED with your claim experience: If you have any questions or concerns about your claim, Please call us at 1-800-854-6011 and we would be happy to assist you. We realize that you have a choice when selecting'an insurance company and we thank you for choosing MetLife Auto &Home. - Access your MetLife Auto& Home policy, billing,and claim information online at www.eservice.metlife.com D3 GT:MI 0969299 Meflife°Au to& Home Q894 ez-2 METGROUP . ..... .: PO BOX 2205 PAYMENT FOR TOTAL LOSS UNDER COLLISION COVERAGE CHARLOTTE NC 28241 - Check Number ING FROM LOSS OF 0-29-13 006940503 TIN ` Claim No., Not Valid Before SLD994520 0421-2014 Five Thousand Ninety Five and 27/100 Dollars Void Nine(el Months After This Data Pay to the Order o! :.. Amount THE ESTATE Of DIANNE E BARRICK ***** **$5,095 CARE OF THE LAW OFFICE OF MATT#tEW OWENS One Pen N.A. 2595 INTERSTATE DRIVE SUITE 101 - One Penn's Way New Castle, DE 19720 7 HARRISBURG, PA 17110 AUT110R�°SIGNATURE n'00694050311• 031300!:209i: 3845`5839e REV-1509 EX+(01-10) r' pennsylvania SCHEDULE F DEPARTMENT OF REVENUE INHERITANCE TAX RENRN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Dianne E. Barrick 21-13-1198 If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAMES) ADDRESS RELATIONSHIP TO DECEDENT A,Shirley Earnest C/o Joseph D. Buckley, Esquire, 1237 Holly Pike Mother Carlisle, PA 17013 B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 09/1212011 Members IslCDACCount#16725641,joint aocount with Mother,Shidey1 7,537.63 50% 3,788.81 Earnest.$7,537.44 principal,$.19 accrued interest to date of death TOTAL(Also enter on Line 6, Recapitulation) $ 3,788.81 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+ (08-o9) r 'Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX TURN RESIDENT DECEDENT EDENT MISC. NON-PROBATE PROPERTY ESTATE OF Dianne E. Barrick FILE NUMBER 21-13-1198 This schedule must be completed and filed if the answer to any of questions I through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY NUMBER tNa.uoE meuaNE aFrRE rwwsFEREE,rRE�R RE�anaxsNw ro oeceoewr Arvo DATE OF DEATH ^/o TERESIAILIUICA1101N)l TAXABLE rREOareaFrRawsFea. A�aancovv OF THE DEED roa REAL ESTATE. VALUE OF ASSET 1, Fidelity Rollover IRAAccount#Y91-699403-Beneficiary: Marilynn J.Willits, APPLICABLE) VALUE friend, 107 East Allen Street, Mechanicsburg,PA 17055 109,541. 109,541.9ro Fidelity Rollover IRA Account#330997579-Beneficiary: Shirley Earnest, 2' Mother,c/o Joseph Buckley, Esquire, 1237 Holly Pike, Carlisle, PA 17013 90,939.42 90,939.42 Pershing Rollover IRAAccount#5W8-922382-Beneficiary: Shirley Earnest, 3. Mother,c/o Joseph Buckley, Esquire, 1237 Holly Pike,Carlisle, PA 17013. 11,358.02 11,415.67 Eaton Vance Roth IRAAccount#5022369168-Beneficiary:Shirley Earnest, 4. Mother,c%o Joseph Buckley, Esquire, 1237 Holly Pike,Carlisle, PA 17013. 7,411.85 7,411.85 Invesco IRAAccountA -#04040237218. Beneficiary:Amanda Mannke, 151 5. White Dogwood Drive, Etters, PA 17319. 30,412.94 100 30,412.94 Invesco IRAAocount L -#03808859874. Beneficiary: Logan Mannke,287 6' Joya Circle, Harrisburg,PA 17112. 30,412.94 100 30,412.94 TOTAL(Also enter on Line 7, Recapitulation) $ 280,134.78 If more space is needed,use additional sheets of paper of the same size. o R \ 0 § i \ % \ ¢ \ ) ; ; A m CD : @ m \ on / 2 a E 0 _ ° » \ ; _ , 0 / \ m 7 - C i ° m ( \ n 0 \ � ^ � � r 2 . � \ 03/ : a \ g \ , � / w 14 ) ( ) m x � § m \ \ « § * Q ; $ ƒ CD } ! % \/ { \ : Ln CL lw { ■ 2 ~ \ \ � � & w 10 4 § 2' ! w \0 2 ~ � / �� � \ / \ � � \ }\ \ � M : � § / k ° 2 ±� Y. February 18,2014 ANDREW C SHEELY ATTORNEY AT LAW PO BOX 95 MECHANICSBURG, PA 17055 Dear Andrew C Sheely: As requested, please find the Date of Death Account Valuation for the Estate of Dianne'E Barrick. Estate Valuation Account Number: Y91699403 Value Date: 11/0212013 Symbol Security Description Share Qty Value Price ARDNX ARDEN ALTERNATIVE STRATEGIES CLASS 1 100.392 BXMMX BLACKSTONE ALTERNTV MULTI MANAGER I $1,054.12 $10.50 FSHBX FIDELITY SHORT TERM BOND 110 $1,125.30 $10.23 FTBFX FIDELITY TOTAL BOND 200.695 $1,723.98 $8.62 PSFAX 297.681 $3,134.57 $10.53 PIMCO SHORT TERM ADMINISTRATIVE SHS PTRAX PIMCO TOTAL RETURN ADMINISTRATIVE SHS 190.E $942.40 $9.90 FCSAX STRATEGIC ADVISERS CORE FUND $2,069.05 $10.87 FPCIX STRATEGIC ADVISERS CORE INCOME FUND 973.234 $$9,238.40 $14.53 FSAMX STRATEGIC ADVISERS EMERGING MARKETS 1894.683 $9'157.77 $10.53 $1,937.09 $9.95 FSGFX STRATEGIC ADVISERS GROWTH FUND FPIOX STRATEGIC ADVISERS INCOME 833.074 $13,012.63 $15.62 FILFX STRATEGIC ADVISERS INTERNATIONAL FUND 2229.235 $4,295.31 $10,28 FAUDX STRATEGIC ADVISERS SHORT DURATION $$4,473.84 $10.53 FSCFX STRATEGIC ADVISERS SMALL-MID CAP FD 49499 $4,984.56 $10.06 FUSOX STRATEGIC ADVISERS US OPPTY FUND 414.423 $5,893.10 $14.22 FVSAX STRATEGIC ADVISERS VALUE FUND 506.221 $6,388.51 $12.62 TPINX TEMPLETON GLOBAL BOND CLASS A 755.521 $13,448.27 $17.80 117.099 $1,538.67 $13.13 Total Securities: $108,417.57 Cash/Money Markets: $1,124.39 $1.00 Total Value: $109,541.96 XBrokerage Services provided by Fidelity Brokerage Services LLC Member NYSE,SIPC Clearing,custody and settlement services by National Financial Services LLC Member NYSE,SIPC P.O.Box 770001,Cincinnati,OH 45277-0034 I;dgaty Estate Valuation Account Number: 330997579 Value Date: 1 110 212 01 3 Symbol Security Description Share Qty Value Price STTTX AMER CENTURY ZERO COUPON 2020 INVT CL 36.949 $3,527.15 $95.46 BGEIX AMERICAN CENTURY GLOBAL GOLD INV CL 115.808 $1,137.24 $9.82 ARGFX ARIEL FUND 48.483 $3,358.42 $69.27 CHTTX ASTONIFAIRPOINTE MIDCAP FUND CL N 77.571 $3,523.28 $45.42 CSRSX COHEN&STEERS REALTY SHARES 170.361 $11,744.68 $68.94 FDIVX FIDELITY DIVERSIFIED INTERNATIONAL 253.078 $9,039.94 $35.72 FLPSX FIDELITY LOW PRICED STOCK 286.505 $13,892.63 $48.49 FSLCX FIDELITY SMALL CAP STOCK 56.421 $1,176.95 $20.86 GGLDX GABELLI GOLD FUND CLAAA 145.615 $1,770.69 $12.16 PRPFX GLOBAL RESOURCES FUND 389.6 $3,833.67 $9.84 HLEMX HARDING LOEVNER EMERG MRKTS PORT ADV 76.493 $3,871.31 $50.61 ICENX ICON ENERGY CL S 183.792 $4,313.60 $23.47 JACTX JANUS FORTY FUND CL T 72.997 $3,422.83 $46.89 JAOSX JANUS OVERSEAS FUND CLASS T 76.364 $2,868.23 $37.56 LZOEX LAZARD EMERGING MKTSEQUITY OPEN CL 199.509 $4,077.96 $20.44 MACSX MATTHEWS ASIAN GROWTH&INCOME FUND 203.223 $3,979.11 $19.58 MCHFX MATTHEWS CHINA FUND 143.166 $3,523.32 $24.61 PRPFX PERMANENT PORTFOLIO 74.666 $3,593.67 $48.13 TGLDX TOCOUEVILLE GOLD FUND 63.525 $2,335.19 $36.76 UNWPX WORLD PRECIOUS MINERALS FUND 253.824 $1,586.40 $6.25 Total Securities: $86,576.27 Cash/Money Markets: $4,363.15 $1.00 Total Value: $90,939.42 All values included represent the Fair Market Value(FMV)of assets held in the account as of the owner's date of death. The report does not include Limited Partnerships,Options,Precious Metals or Worthless Security positions held in the account as of the date of death nor any accrued dividends not distributed prior to the date of death. Values for any accounts that only hold those asset types are therefore,not included. Fidelity does not warranty the accuracy of this information for any particular purpose nor does Fidelity provide legal or tax advice. Consult with an attorney or tax professional regarding any specific legal or tax situation. FOR TRUST ACCOUNTS: Please note that if the account on the valuation is a trust registration,then a separate letter of instruction to update cost basis must be submitted, The letter must include the following three items: 1. A statement that the trust qualifies under the IRS regulation to receive a step up 2. The percentage of the trust that should be stepped up 3. The signature of a currently acting trustee The request to update cost basis should be sent directly to: Fidelity Investments ATTN:Cost Basis 100 Crosby Pkwy, Mailzone KC1K-PR MOM M tik Brokerage Services provided by Fidelity Brokerage Services LLC Member NYSE,SIPC Clearing,custody and settlement services by National Financial Services LLC Member NYSE,SIPC P.O.Box 770001,Cincinnati,OH 45277-0034 REV-1511 EX+ (10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Dianne E. Barrick 21-13-1198 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Hollinger Funeral Home, Inc. $11,620.94 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: $15,000.00 Name(s)of Personal Representatives) Marilynn J. Willits Street Address_107 East Allen S_t_ree_t_ City Mechanicsburg _ _ _ __State_FA ZIP 17055 Year(s)Commission Paid: Z Attorney Fees: ,tWceuj C,6 hee/Yt $15,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City_ _—___- _ __ __—_ __— State_— ZIP Relationship of Claimant to Decedent 4. Probate Fees: $473.50 5. Accountant Fees: $230.00 6. Tax Return Preparer Fees: 7 Reimbursement to Executor for travel and related administrative espenses/costs B. Misc. postage $40.93 9. Masland&Barrick Advisory, Inc.-investment advisory fees $752.50 10. Reserves to conclude Estate administration,fiduciary final tax return, accountings,legal ads,etc. $750.00 TOTAL(Also enter on Line 9, Recapitulation) $ 43,867.87 If more space is needed, use additional sheets of paper of the same size. 12-09-'13 15:23 FROM- Hollinger FH 717-486-8488 I-0bu I'UUUI/UUUI r-Idu m Hollinger Funeral Home&Crematory, Inc. November 2,2013 Eric L.Hollinger.Supervisor Andrew Sheely 127 S. Market St. Mechanicsburg,PA 17055 The Funeral Services for Dianne E. Barrick: We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES,AUTOMOTIVE EQUIPMENT,AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS, Professional Service Traditional Services 5150.00 Merchandise Casket- I8ga Schuylkill Haven Continental 2295.00 Vault- Sentinel Vault 1595.00 Memorial Package—Register Book,Folders, Acknowledgement Cards,Bookmarks 175.00 AT THE TIME FUNERAL ARRANGEMENTS WERE MADE,WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES, Cash Advances Certified Copies of Death Certificate(25@$6) 150.00 Sentinel Newspaper 208,72 Patriot Newspaper 235.22 Flowers—Family Spray 212.00 Grave Opening 700,00 Cemetery equipment 375.00 Engraving stone 175.00 Sunday Vault Charge 350.00 Total Cash advances 2495.94 Total Expenses $ 11620.94 501 NORTH BALTIMORE AVENUE - MOUNT HOLLY SPRINGS. PENNSYLVANIA 17065 • (717)486-3433 • FAX(717)486-3515 www.hoIlingerfunera ftme.com RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Receipt Date : 11/12/2013 Cumberland County - Register Of Wills Receipt Time : 11 : 15 :41 One Courthouse Square Receipt No. : 1076182 Carlisle, PA 17913 BARRICK DIANNE E Estate File No. : 2013-01198 Paid By Remarks : ANDREW C SHEELY DB1 -------------- ----- ----- Receipt Distribution ---- ---------- ------- --- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 260 . 00 CUMBERLAND COUNTY GENERAL FUN . WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 5 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 35 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN -- ------- Check# 4210 $373 . 50 Total Received. . . . . . . . . $373 . 50 MARJORIE A.WEVODAU GLENDA FARNER STRASBAUGH FIRST DEPUTY REGISTER OF WILLS AND - `t KIRK S.SOHONAGE,Eso CLERK OF ORPHANS'COURT - � . S `� SoucTTOR REGISTER OF WILLS AND CLERK OF THE ORPHANS' COURT COUNTY OF CUMBERLAND ONE COURTHOUSE SQUARE CARLISLE, PA 17013 (717)2406345 FAX(71'1)240.7797 INVOICE Bill To: InvoiceNo: 4547 Invoice Date: 1213/2013 ANDREW C.SHEELY, ESQ. Estate of DIANNE E BARRICK 127 S. MARKET ST Estate No: 21-13-1198 PO BOX 95 DMB MECHANICSBURG,PA 17055 Qty Fee Description Fee Total 10 Short Certificates 5.00 $50.00 Total- $50.00 Checks should be made payable to the Register of Wills.Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. 7 Bridge Street New Cumberland, PA 17070 Phone: (717) 774-8129 Boreman & Babb CERTIFIED PUBLIC ACCOUNTANTS INVOICE BILL TO DATE INVOICE # Andrew C. Sheely 4/19/2014 1402095 Attorney At Law 127 South Market Street Mechanicsburg, PA 17055 TERMS L— Net 30 DESCRIPTION QTY RATE AMOUNT 2013 FEDERAL INCOME TAX RETURN - 195.00 195.00 BARRICK Schedule A -Itemized Deductions 40.00 40.00 PA 40 - PENNSYLVANIA STATE RETURN 1 40.00 40.00 LOCAL RETURN - CUMBERLAND COUNTY 20.00 . 20.00 i Fee Reduction - Current Year Only -65.00 -65.00 I � I 1 I I Total $230.00 REV-1512 EX+ (12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Dianne E. Barrick 21-13-1198 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 DEATH 1. Met-Ed-final bill $350.67 2. Monroe Township Sewer-final bill $235.00 3. Boscov's-final bill $71.48 4. Rodale Publishing-final bill $46.34 5. QVC-final bill $57.99 6. First Bankcard Sheetz Visa-final bill $381.81 7. HSN-final bill $300.16 8. Old Pueblo Traders-final bill $21174 9. Wells Fargo Mortgage payments-date of death through sale of real estate $4,805.52 10. Verizon-final bill $354.20 11. AT&T Mobile-final bill $232.83 12. Carlisle Propane-finalbill $1,164.40 13. Calaman's Lawn Service-final bill $929.30 14. Merry Maids-finalbill $190.80 15. Comcast-final bill $65.77 16. Castle Clean-final bill $65.72 17. UnitedWater-finalbill $38.17 18. George Druck, refuse collection-final bill $45.00 19. Decedent's 2013 PA income taxes due $122.00 20. Penn Waste-final bill $45.75 21. Settlement costs from sale of 304 Monroe Street, Mechanicsburg, Monroe Township,Pennsylvania. $12,156.59 22. Mortgage Payoff-Wells Fargo Home Mortgage loan#0381269554 $93,643.17 23. Member's 1 st Visa Credit Account#4672090000408757-final bill $19,162.28 TOTAL(Also enter on Line 10, Recapitulation) $ 134,676.69 If more space Is needed, insert additional sheets of the same size. Filing Instructions Form PA-40 - PA Individual Income Tax Return Taxable Year Ended December 31, 2013 Name: Dianne E Barrick Date Due: April 15,2014 Remittance: A check in the amount of$122 should be made payable to the Pennsylvania Department of Revenue. Write the last four digits of your S.S.N., "2013 Form PA-V" and your daytime telephone number on the check. 11 -1 �l1 Mail To: Include Form PA-V with your check. PA Dept of Revenue Payment Enclosed 1 Revenue Place Harrisburg, PA 17129-0001 Signature: Sign and date the return on Page 2. Other: Initial and date the copy of Form PA-40, and retain it for your records. . _0294. 3 STATEMENT FOATE TERMS TO / Aarl e DDRESS zoq Z. 411'ea /1/ U A TN—ACCOUf4TWITH _0 Zee az c 3 i � 1 f i f i t f i ESTATE OF DIANNE E BARRICK 6o—E224/Z313 117 MARILyNN J WILLITS 107 E ALLEN ST.APT 2 DATE aZ o2.4 / UO MARILYNN WILLITS MECHANICSBURG,PA 17055 PAY TO CO e fJ� $ 4 s 4 THE ORDER OP '8 0..�.... St mEmms rt MEMO 1: 231382240: 218S3237SLii' 0117 Masland & Barrick Advisory, Inc. 3600 Tdndle Road Camp Hill,PA 17011 717-761-6606 Invoice Number: 1949 Estate of Dianne Barrick Invoice Date: May 16,2014 Marilyn Willits, Executrix 107 E.Allen St., Apt 2 Mechanicsburg,PA 17055 Description Hours flaud L p�a—te Amount 1 Administration work fWt—heEsta—te-, mee6gs, 5.50 60.00 330.00 phone calls, emails,preparation of paperwork Meetings and phone conversations with Stacey 3.25 130.00 422.50 G. Barrick, CFP(r)concerning the estate TOTAL INVOICE 752.50 Late fee of$25 plus I%finance fee per month charged on balances overdue. Please check and return to Masland&Barrick Advisory, Inc. if you would like to receive Part Ii of Form ADV which describes the Advisory Services. Please make,your check payable to: Masland & Barrick Advisory,Inc. Thank you. REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ES'T'ATE OF: FILE NUMBER: Dianne E. Barrick 21-13-1198 RELATIONSHIP TO 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).] 1. Logan Mannke,287 Joya Circle,Harrisburg,PA 17112 Friend Teddy Bear Collection 2. Amanda Mannke,161 White Dogwood Drive,Etters PA 17319 Friend Clown Collection 3. Shirley Earnest,Go Joseph D.Buckley,Attorney at Law,1237 Holly Pike, Mother 100% Rest, Residue Carlisle, Pennsylvania, 17013 & Remainder of Estate 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. 8, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART Ill - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF DIANNE E.BARRICK 1, Dianne E. Barrlck, domiciled and resident at 344 Monroe Street. Mechanicsburg, County of Cumberland, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. I. IDENTIFICATIONS AND DEFINITIONS I am single and have no children. II. , PAYMENT OF EXPENSES, DEBTS,AND TAXES I direct my Executrice to pay medical, funeral, and administrative expenses and all taxes payable by reason of my death, before any division of my estate. If there be no cemetery lot available for my internment, owned by me at the time of my death, I authorize my Executor to purchase such cemetery lot in Cumberland County with a contract for perpetual care, using therefor fiords from my estate, and I authorize my Executor to cause title to or ownership of such tot so purchased to be vested in such person as my Executor shall designate. Further, in this connection. I authorize my Executor to expend funds from my estate, in such amount as my Executor shall consider necessary and desirable,for the purchase, erection and inscription of a suitable marker for my grave. My Executor shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other uharges against my estates. III. SPECIFIC BEQUEST I give my Teddy Bear Collection to Amanda Mannke. I give my Clown Collection to Logan Mannke. Iv. MOTHER SURVIVING If my mother,Shirley Earnest survives me, I dispose of my property as follows: Tangible Personal Property: I give all my remaining tangible personal property to my mother. If my mother does not desire the personal property, I give any items my mother does not desire to my friend Marilyn 3, Willits. Investment Accounts: I have several investment accounts-, however two are specially designated as Account A and Account L. These accounts are presently managed by Masland & Barrick Financial Services and held in an AIM Investment funds. If Amanada Malinke has not reached the age of twenty five(25)then the Account A shall be placed in with my Trustee hereinafter named, the balance of such property, to be held, administered and distributed as provided in the article of this Will entitled TRUST FOR AMANDA AND LOG AM Likewise if Logan Malinke has not reached the age of twenty-five (25) Account L shall be placed with my Trustee hereinafter named, the balance of such property, to be held, administered and distributed as provided in the article of this Will entitled TRUST FOR AMANDA AND LOGAN. If Amanda has reached the age of twenty-five(25),then the balance in Account A shall be given to her and if Logan has reached the age of twenty-five (25), then the balance in Account L shall be given to him. Residue: I give all other property which I own or over which I have a testamentary power of appointment, to and for the benefit of my mother. V. MOTHER FAILING TO SURVIVE If my mother does not survive me,I leave all my property,personal and real, as follows: Investment Accounts: I have several investment accounts; however,two are specially designated as Account A and Account L. These accounts are presently managed by Masland & Barrick Financial Services and held in an AIM Investment funds. If Amanada Malinke has not reached the age of twenty five (25) then the Account A shall be placed in with my Trustee hereinafter named, the balance of such property, to be held, administered and distributed as provided in the article of this Will entitled TRUST FOR AMANDA AND LOGAN. Likewise if Logan Mannke has not reached the age of twenty-five (25) Account L shall be placed with my Trustee hereinafter named, the balance of such property, to be held, administered and distributed as provided in the article of this Will entitled TRUST FOR AMANDA AND LOGAN. If Amanda has reached the age of twenty-five{25),then the balance in Account A shall be given to her and if Logan has reached the age of twenty- five (25),then the balance in Account L shall be given to him. Residue: , I give all other property which I own or over which I have a testamentary power of appointment, to and for the benefit of My friend, Marilyn 3, Willits. If she and my mother should fail to survive me,then I give my estate in equal shares to: L My cousin, Vickie Steedle of Phoenix,MD,and 2. My cousin, Linda Burns of Studio City, CA, or the survivor. VI. TRUST FOR AMANDA AND LOGAN This trust is established for the benefit of Amanda and Logan Mannke who have not attained the age of twenty-five (25) years and who do not have a parent who received either a part of the residue at my death under Article IV or a portion of the corpus of this trust subsequently at age twenty-five (25)years. Income: The net income shall be accumulated and thereafter treated Q� as corpus. Carpus: From the corpus of.the Lust,.the Trustee shall pay from time to time or for the benefit of such one or more beneficiaries such variable amounts (even to the exhaustion of the trust) as are appropriate, in the discretion of the Trustee, for support and care where the beneficiary is not self-supporting through no fault of his own, for education (defined as four years of college, or equivalent 1 ' preparation in business_ technical or trade training, professional or other degree programs) if the beneficiary strives therefor in good faith, and for extraordinary requirements occasioned by illness or other misfortune. Amounts of corpus so distributed shall not be taken into account in making division of the trust when a beneficiary attains the age for distribution to him provided in the next paragraphs. When each beneficiary attains the age of twenty-five (25) years, the Trustee shall pay to him the share to which he would be entitled if the then existing trust fund were distributed to my issue then living, per stirpes, on the hypothesis that my only issue then living are such beneficiary and all younger beneficiaries of this Trust. This trust shall terminate when the youngest beneficiary attains the age of twenty-five (25) years. If this last beneficiary dies before attaining that age, then upon his death Trustee shall distribute the fund to my issue,then living,per stirpes. If, at the end of my accounting period, the current market value of the corpus of the trust does not exceed five thousand ($5,000.00) dollars, the corpus shall forthwith be paid to the beneficiaries of the trust then living. VII. FIDUCIARIES Executrice: I nominate and appoint my mother Shirley Earnest as Executrice of this Will to serve without bond. If she does not survive me, I nominate and appoint my I friend Marilyn J. Willitts as Executrice of this will to serve without bond. Trustee: I nominate Orrstown Bank, as Trustee. My Trustee shall not be required to file an inventory or accountings with the Clerk or the Court having jurisdiction over this Will. I direct that he receive as compensation for his services as Trustee such amounts as he customarily charges for similar services at the time those services are performed. 1 Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will.and those powers are incorporated by reference. VIIL MISCELLANEOUS Survival Defined: No person shall be deemed to have survived me or to be living at my death if he/she shall die within thirty(30)days after my death. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this Will,this 7`h day of July, 2005 at 1237 Holly Pike, Carlisle, Cumberland County.Pennsylvania. DIANNE E. BARRICK DIANNE E. BARRICK, in our presence, signed this instrument. Before she signed it, she declared to us that it was her Will and requested that we act as witnesses to its execution. We believe her to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in her presence, and in the present f each other,si below as witnesses,all on this 7TH day of July,2005, at 1237 Ho e, Carlisle, erlan ounty; Pennsylvania. residing at 12J7 Holly Pike, Carlisle, PA 17013. residing at 34 Summerfield Drive, Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, Joseph D. Buckley and Cheryl L. Bennecoff, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as her Last Will: that she signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen(I8) or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Joseph D. Buckley and Cheryl L. Bennecoff,witnesses,this 7th day of Jul 05. } f( , a f No blic MOIIw1tl�IL 1C�11w/tIMC'IiElt Nelpir11i1Me wepM�unti,� r