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HomeMy WebLinkAbout07-08-14 � , � 1505610140 REV-1500 EX (02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po gox 2soso� 2 1 1 3 1 2 9 1 Harrisburq PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death nnMDDYYYY Date of Birth MMDDYYYY 1 1 1 8 2 0 1 3 0 4 2 3 1 9 2 6 DecedenYs Last Name Suffix DecedenYs First Name M� WYRI CK JOYCE E (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Securiry Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1.Original Return � 2.Supplemental Return � 3.Remainder Return(Date of Death Prior to 12-13-82) � 4. Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Return Required death after 12-12-82) Q 6.Decedent Died Testate � 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 � 10.Spousal Poverty Credit(Date of Death � 11.Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number J OE L R . Z U L L I N GE R 7 1 7 2 6 4 6 0 2 9 ,-,> REGIST Q�WILLS US�DNLY� �'? L �-r-, �T) _ � `..�a i F'T"1—r"t: ��- f`_" t'�r�a _� First Line of Address -�:?~;,, � -- � ' O� �,.:, ��' 1 4 NORT H MAI N STREET �� ���` ,. �R , � ;:: c,:;.:; f�C � Second Line ofAddress ��: �: ;;. �� S U I T E 2 0 0 -a==� �' �° `��` �DATE FILED G� �r� City or Post Office State ZIP Code C H A M B E R S B U R G P A 1 7 2 0 1 CorrespondenYs e-mail address: jZUlllflq@� zullinqer-davis.com Under penalties of perjury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is Vue,cor n complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU ERSON RESPONSIBLE FOR FI ING RE N ATE .i � ADD ES 213 W D AVENUE CATONSVILLE MD 21228 SIG URE F PRE RER ER T REPR TIVE � DAT t O ADDRES 14 N RTH MAIN STR SUITE 200 CHAMBERSBURG PA 17201 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610140 1505610140 � i , � 1505610240 REV-1500 EX(FI) DecedenYs Social Security Number o�de�rs Name: JOYCE E. WYRICK RECAPITULATION � 112452 , 65 7. Real Estate(Schedule A) �• .. . . . . .... . . . . ...... . . . . . . . .......... . . . . . . 2. Stocks and Bonds(Schedule B) . . . ..... . . . . ........ . . . . . . . . . . . ..... . . 2• 9 6 9 0 1 . 7 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . .... 3. ' 4. Mortgages and Notes Receivable(Schedule D) ...... . . . . . . ... .. ...... . . . 4. • 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). ..... . 5. $ 3 1 'rJ 2 � 9 $ 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested .. . . . .. 6. ' 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property 3 1 7 4 4 3 � � 4 (Schedule G) � Separate Billing Requested ..... . . 7. 8. Total Gross Assets(total Lines 1 through 7) . . ............ . . ... . . . .... . 8. 6 O 9 9 5 0 � 3 7 9. Funeral Expenses and Administrative Costs(Schedule H) . ............ . . . .. 9• 2 5 5 � 7 . �J r'J 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . .... . . . 10. 4 � 2 5 . 7 � ��. Total Deductions(total Lines 9 and 10) .. . . . . . ................ . . . ..... 11. 2 9 6 4 3 . 2 6 12. Net Value of Estate(Line 8 minus Line 11) .. . . . . . . . . . ........... . . . . .. 12• �J H � 3 � 7 . � � 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. 5 8 � 3 � 7 . � � TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(7.2)X•0 _ � . 0 � 15. 0 . � � 16. Amount of Line 14 taxable 5 8 0 3 0 7 . 1 1 2 6 1 1 3 . 8 2 at lineal rate X.045 16. 17. Amount of Line 14 taxable 0 . 0 O at sibling rate X.12 0 • � 0 17. 18. Amount of Line 14 taxable 0 . O O at collateral rate X.15 0 • � � �g- 19. TAX DUE 2 6 1 1 3 . 8 2 . . . . . . . . ........ . . .... . . . . ....... . . . . . . . . .. . . ...... . . . 79. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 L 1505610240 1505610240 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: ' 2� 13 1291 DECEDENT'S NAME JOYCE E. WYRICK STREET ADDRESS 428 N. Earl Street CITY STATE ZIP Shippensburg PA 17257 Tax Payments and Credits: ��� 26,113.82 1. Tax Due(Page 2,Line 19) 2. Credits/Payments A.Prior Payments 21,802.50 B.Discount 1,147.50 Total Credits(A+g) �2� 22,950.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 3,163.82 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 ...................................................................... ❑a � b. retain the right to designate who shall use the property transferred or its income ............................... X c. retain a reversionary interest ..................................................................................................... ❑ 0 d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ 0 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑X ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].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 p2 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].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-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JOYCE E. WYRICK 21 13 1291 All real property owned solely or as a tenant in common must be reported at 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 decedenYs interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. Gross proceeds from sale of real estate situate at 428 North Earl Street, Shippensburg, 112,000.00 PA, to Ashley Stine 2. Received on proration of real estate taxes for above sale 452.65 TOTAL(Also enter on Line 1,Recapitulation.) $ 112 452.65 If more space is needed,use addfional sheets of paper of the same size. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARIMENTOFREVENUE STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JOYCE E. WYRICK 21 13 1291 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Series E and EE Savings Bonds as shown on copy of valuation attached valuation 40,712.00 2. 630 shares of Prudential Financial @89.19 56,189.70 TOTAL(Also enter on Line 2,Recapitulation) � g6 901.70 If more space is needed,insert additional sheets of the same size REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCETAXRETURN pERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JOYCE E. WYRICK 21 13 1291 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Jewelry as shown on appraisal by Ludwig Jewelers,with copy attached 2,860.00 2. Personal property as shown on appraisal of Carl E. Ocker, with copy attached 3,075.00 3. Checking Account#103003206, Orrstown Bank, including interest accrued to date 16,907.18 of death 4. Checking Account#103213302, Orrstown Bank, including interest accrued to date 50,065.54 of death 5. Sale of decedenYs automobile 1,400.00 6. Net proceeds from sale of personal property by Gateway Gallery Auction 5,629.22 7. Refund of homeowner's insurance 75.36 8. Refund of auto insurance 353.00 9. Cash from sale of personal property 20.00 10. Miscellaneous refunds 34.66 11. Refund of unearned premium on long term care insurance 2,733.02 TOTAL(Also enter on Line 5,Recapitulation) $ 83 152.98 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER JOYCE E. WYRICK 21 13 1291 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELAiIONSHIPTODECEDENiAND DATEOFDEATH %OFDECD�S EXCLUSION TAXABLE NUMBER THEDATEOFTRANSFER.ATfACHACOPYOFTHEDEEDFORREALESTATE. VALUEOFASSET INTEREST pFnvPUCne� VALUE 1. Certificate of Deposit#4000034987, Orrstown Bank, In Trust 55,361.61 100.00 55,361.61 For Jeffrey L. Wyrick, son of decedent 2. Certificate of Deposit#4000043322, Orrstown Bank, In Trust 22,329.21 100.00 22,329.21 For Robet Wyrick, son of decedent 3. Certificate of Deposit#43712, Orrstown Bank, In Trust For 14,961.05 100.00 14,961.05 Robert E. Wyrick, son of decedent 4. Certificate of Deposit#44012, Orrstown Bank, In Trust For 13,022.82 100.00 13,022.82 Robert E. Wyrick 5. Annuity Contract#97641587, Prudential, beneficiary, 10,895.42 100.00 10,895.42 Jeffrey L. Wyrick, son of decedent 6. Annuity Contract#E0042354, Prudential, beneficiaries 172,021.14 100.00 172,021.14 Jeffrey L. Wyrick and Robert E. Wyrick, equally, sons of decedent 7. IRA Account#03900080352, Prudential, beneficiary 28,851.79 100.00 28,851.79 Jeffrey L. Wyrick TOTAL (Also enter on Line 7,Recapitulation) � 317 443.04 If more space is needed,use addfional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JOYCE E. WYRICK 21 13 1291 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Fogelsanger-Bricker Funeral Home 11,687.90 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Jeffrev Wyrick 4,500.00 StreetAddress 213 Kenwood Avenue city Catonsville state MD ziP 21228 Year(s)Commission Paid: 2014 2, attomey Fees: Joel R. Zullinger 4,750.00 3, Family Exemption:(If decedenYs address is not the same as daimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: L@tt2fS 260.00;will 15.00; JCS fee 23.50; automation 5.00; short 383.50 certificates 50.00; inheritance return 15.00; inventory 15.00 5 Acxountant Fees: 6. Tax Retum Preparer Fees: 7. Ausherman Bros. Real Estate, appraisal of real estate 350.00 8. Carl E. Ocker, appraisal of personal property 150.00 9. Penelec, utilities 56.57 10. Borough of Shippensburg, water service 38.20 11. CFJMA, sewer service 105.00 12. Ludwig Jewelers, appraisal of jewelry 200.00 13. Penelec, utilities 62.46 14. Timmons Oil, fuel oil at residence 652.67 15. CenturyLink, telephone service 94.02 16. Charge for estate checks 30.65 17. Penelec, utilities 55.41 18. Barry Negley, Collector, real estate taxes due 363.20 TOTAL(Also enter on Line 9,Recapitulation) $ 25 517.55 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOYCE E.WYRICK 21 13 1291 DecedenYs Name Page 1 File Number Schedule H - Funeral Expenses 8�Administrative Costs -B7. ITEM NUMBER DESCRIPTION AMOUNT 19. CenturyLink, telephone service 73.67 20. Timmons Oil, fuel oil 523.50 21. CenturyLink, telephone service 69.12 22. Penelec, utilities 49.12 23. Jeffrey Wyrick, reimbursment for repairs to car, hardware, paint, plumbing supplies and mulch at residence 76.18 24. U.S. Treasury, federal income tax due 463.00 25. Liberty Mutual Insurance, homeowner's insurance 73.36 26. CFJMA, sewer service 111.00 27. Bard's Garage, inspection of vehicle 124.02 28. Darlene Kelly, CPA, prepare personal income tax returns 150.00 29. Darlene Kelly, CPA, prepare final fiduciary income tax returns 325.00 SUBTOTAL SCHEDULE H-67 2,037.97 REV-1512 EX+(12-12) , pennsyivania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� INHERITANCETAXRETURN MORTGAGE LIABILITIES&LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER JOYCE E. WYRICK 21 13 1291 RepoR 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. Timmons Oil, fuel oil due at death 492.21 2. Elmcroft, balance due for care services due at death 3,424.00 3. Care First, balance due for prescriptions due at death 2�•82 4. Penelec, utilities due at death 21.41 5. CenturyLink, telephone service due at death 167.27 TOTAL(Also enter on Line 10,Recapitulation) S 4 125.71 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JOYCE E. WYRICK 21 13 1291 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. Timothy Wyrick, 114 N. Morris Street, Shippensburg, PA Lineal 5,000.00 17257-specific bequest 2. Kevin L. Wyrick, 4010 Campbell Circle, Orrstown, PA 17244 Lineal 5,000.00 specific bequest 3. Robert E. Wyrick and Darlene Wyrick, 909 Mud Level Road, Lineal 5,000.00 Shippensburg, PA 17257, specific bequest 4. Claire Perrin Johnson, 227 N. Davidson St., Apt. 2D, Bedford, Lineal 5,000.00 PA 15522, specific bequest 5. Jeffrey L. Wyrick, 213 Kenwood Avenue, Catonsville, MD Lineal 302,551.43 21228 Items 1,5 &7, Sch. G- 95,108.82 50% of Item 6, Sch. G - 86,010.57 50%of residue 121,432.04 6. Robert E. Wyrick, 909 Mud Level Road, Shippensburg, PA Lineal 257,755.68 17257 Items 2,3 8�4, Sch. G- 50,313.08 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. Ij, NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-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. Continuation of REV-1500 Inheritance Tax Return Resident Decedent JOYCE E.WYRICK 21 13 1291 DecedenYs Name Page 2 File Number Schedule J -Beneficiaries-1 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 outrightspousal distributions and transfers under Sec.9116(a)(1.2).] 50%of Item 6, Sch. G- 86,010.57 50% of residue 121,432.03 x, � ,�.,�a ���_� .�,�.�� ,��,�.�., .... . ,�,..���:��.�., ..w..����..,,�,�.�.....:� . , � � ' , � � ' , � JR� '- 5 . 1 wyrick.2 January 22', 2008 �,..-� ` n =-' � �r � ° � � � W � r-_�-, � o rnz � � �� � � �,, r-- ---s � - �' � � ��� ��� . � =,x� � r3 C.! °� %�C C.:� <'=:a LAST WILL AND TESTAMENT �' r' r.-� � °'� -'� �' `� '-�z � .�.: �...� � f:� _. _ � �� .. ;�.,> � � cC� C�s c=� I, Joyce E. Wyrick, of 428 North Earl Street, Shippensburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me hereLOfore made. I. I direct that all my just debts and funeral expenses, � includzng all expenses of my last illness, shall be paid from my � estate as soon as practicable after my decease as a part of the expense of the administration of my estate . � II' � �' I give the sum of $5, 000 . 00 cash to each of my following named grandchiidren: Timothy E . Wyrick and Kevin L. Wyrick. III. I give the sum of $5, 000 . 00 cash to Robert E. Wyrick and Darlene Wyrick, his wife, jointly or to the survivor of them, to be used to supplement the care of their daughter, Lisa Jo iniyrick, in . , their sole discretion as they see fit . IV. I give the sum of $5, 000 .00 cash to my step-granddaughter, Clare Perrin. V. I give, devise and bequeath the residue of my estate of every nature and wherever situate to my children, namely, Robert E. Wyrick and Jeffrey L. Wyrick, in equal shares . A. Should my son Robert E . Wyrick, predecease me or die on or before the thirtieth day following my death, his share t shall be distributed to his wife, Darlene Wyrick, and if she is not then living, to her issue, per stirpes, living � at the time of my death; � B. Should my son, Jeffrey L. Wyrick, predecease me or die on {�;� or before the thirtieth day following my death, his share vU shall be distributed to his wife, Lorna Lee Wyrick, and if sne is not then living, her share shall be distributed under subparagraph A of th.is paragraph V. C. The definition of issue herein shall not include my step- granddaughter. Page 2 VI. Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, withouz regard to any principle of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any , principle of diversification of risk. `� C. To sell at public or private sale, to exchange or to c� lease for any period of time any real or personal , property and to give options for sales, exchanges or V� leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of any f iduciary capacity or in the name of a nominee or Page 3 unregistered. vII. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. v222. I appoint Jeffrey L. Wyrick as executor of this my will . l Should my son predecease me, fail to qualify or cease to act, I � appoint Lorna L. Wyrick as executrix of this my will. � � IX. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN wlTl�`SS "v3H�FcEdF, I hereunLO set my hand and seal to tnis my last will and testament, consisting of six typewritten pages, the first four of which bear my signature in the margin for the Page 4 ��/ purpose of identification this o� _ day of � , C�.� , 2C�� . - , � (SEAL) Signed, sealed, published and declared by the above-named testatrix as and for her last will and testament in our presence, who in her presence, at her request and in the presence of each other have hereunto set our hands as attesting witnesses . " �` S-� (• A. ' o��/�� , � We, Joyce E. Wyrick, �(�/'h j�7�Q n l� . �QU/S and `—Tr;° �a L.l�tllC� , the testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and testament and that she executed it as her free and volun�ary ac� for th.e purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testatrix, signed the will as witnesses and to the best of their knowledge, said signer was at that time eighteen years of age Page 5 ,�- ���.=�,� �� �..� �.�•�;.�,.�� � ����-�. �.P.-.,.���..,�. _�-�,�,.,�.,�e.� � ..�.� . . � � , . or older, of sound mind and under no constraint or undue influence. , � , � st rix y C/, Wi e s �_�'�-(.C,lA- U)- 7'�JQ-L Witness Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn to before me by the above-named witnesses this � day of : �tY�(r.11YCl , 2C�� . � � Nota Publ J �OMIVIONWERL�M e��ENN��rLV/1iJ'1A �oiarial Seal Ange�a M.Schaeffer,Natary F'ublic Shippensb�rg Baro,Cumbwiaexi Co�fy My Corrtrr,issian E�ires Pr1ay 15,2019 • Member,Penrtsylvania Association of Notaries Page 6 a �Settlement Statement U.S.Department of Housing and � OMB AP�roval No.2502-0265 Urban Development B.Type of Loan 1. �FHA 2.❑FmHA 3.❑ConV.UninS. 6.Fle Number. 7.Loan Number. 8.MoM1ga9e Insurance Case Number. 4. ❑VA 5.❑Conv.Ins. MS61326 C.NOYO: This fo�m a fumishe0 to give you a statement of actual selUemenl costs.Amounts paM to and by me set�ement agent are sMvm.Items marked'ip.o.c.)'ware Daid outside the dosing;they are shown here for informatbnal puryoses and a2 not ncluded in the tofals. D.Name 8 Address oi Bortoxer. E.Name&Address oi Seller. F.Name&AOd255 of Lemfer. ASHLEY STINE ESTATE OF JOYCE E.WYRICK 5E SWEETBRIAR LANE 428 N EARL STREET LEBANON,PA 17046 SHIPPENSBURG,PA 17257 G.Property Locatron: H.SetllementAqeM 428 N EARL STREET MADISON SETTLEMENT SERVICES-CARLISLE,lLC SHIPPENSBURG,PA 17257(CUMBERLAND) 59 S.PITT STREET,CARLISLE,PA 17013 (717)243-2121 (36-32-2269-013) � P!�:e:tS2C:W_re�C �� .I.SzxJemzn!�a�=!picbursemen:Da�>. 59 S.Plll'STREET,CARLISLE,PA 17013(717) 4/24/2014 / 4/24/2014 24&2121 J.Summary of Bortower's Transaction K Summary of Sellers Transaction 100.Gross Amount Due From Borrower 400.Gross Amount Due To Seller 101.Contract sales price $112,000.00 401.ConVact sales price $112,000.00 102.Personal Property 402.Personal Property 703.Settlement Charges to Bortoxrer(line 1400) $2,151.00 403. 104. 404. 105. 405. Adjusfinents for items paid by seller in advance Adjustments for items paid by seller in advance 10G.Ciryltown taxes 406.Cityftown taxes 107.County taces 4/24!2014 to 12/31/2014 $249.76 407.County ta�ces 4/24/2014 to tiJ31/2014 $249.76 108.School Taz 4/24/2014 to 6/30/2014 $202.89 408.School Tax 4/24/2014 to 6130/2014 $202.89 109. 409. 110. 410. 111. 411. 112. 412. 120.�ross AmouM Due From Bortower $114,603.65 420.Gross Amount Due To Seller $112,452.65 200.Amounts Paid By Or In Behalf Of Borrower 500.Reductions In Amount Due To Seller 201.Deposit or Eamest Money 55,400.00 501.Excess deposft(see instrudions) 202.Principal amount of new loan 502.Settlement Charges to Seller(line 1400) $6,821.73 203.Exisling loan taken subject to 503.Existing loan(s)taken subject to 2C4.Giit frorc�?arents from JeiTrey and Sheily Stine Siu9,�Q3.o5 5u4.Payc;Si o�Lrsi morigage losn 205. 505.Payoff of second mortgage loan 206. 506.Eamest money retained by Smart Choice Realty 207. 5p7.Disbursed as proceeds($5,400.00) 206. 5D8. 209. 509. Adjustments for items unpaid by seller Adjustments for kems unpaid by seller 210.Cityttown taxes 5�0.City/tovm taxes 211.County taxes 511.County taxes 212 Assessments 512..4ssessments 213. 513. 214 514 215. 5t5. 216. � 516. - 277. 517. 218. 5t8. 219. 51�. 220.Total Paid BylFor Borrower $174,603.65 520.Total Reduction Amount Due Seller 56,821.73 300.Cash At Settlement FromlTo Borrower 600.Cash At Setdement TolFrom Seller 301.Gross Amount Due From Borrower(line 120) $114,603.65 601.Gross Amount Due To Seller Iline 420) I $112,452.65 302.Less Amounfs Paid By/For Borrower(line 220) $i 14,603.65 602.Less Deduction in Amt.Due To Seller;line 520) $6,821.73 303.Cash ❑From ❑ToBonower 50.00 603.Cash �To ❑FromSeller $105,630.92 Loan Number: Fila IJUmber: MS6132B Page 1 � Z L.Settlement Charges ' � . 700.Total SaleslBroker's Commission based on price$112,000.00 @ 5.00%_$5,600.00 Division of Canmission(Iine 700)as tollows: Paid From Paid From 701.$5,600.00 to SmaR Choice Realry Borrowers Funds Sellers Funds 702. at Settlement at Settlement 703.Commission paid at Settlement $5,600.00 704. 800.Items Payable In Connection Vlfdh Loan 801.Loan Origination Fce BD2.Loan Discount 803.Appraisal Fee 804.Credit Report 805.Lenders Inspection Fee 806.Morkqage Insurance Applicafion Fee 807.Assumption Fee 900.Items Required By Lender To Be Paid In Advance 901.Interest 902.Mortgage Insurance Premium 903.Hazard Insurance Premium 1000.Reserves Deposited VY'rth Lender 1001.Hazard insurance 1002.Mortgage insurance 1003.City property faxes 10Q4.County property taxes 1005.Annual assessments 1008.Aggregate acxounting adjustrnent 1100.Ti�e Charges 1101.Settlement or clasing fee 1102.Abstrad or tiUe search 1103.T�le examination 1104.Tdle insurance binder 1705.Document preparation 1106.Notary fees 1107.Attomeys fees (includes above item numbers:) 1108.Title Insurance to Madison Settlemeni Services-Carlisle,LLC $960.00 (includes above item numbers:) 1109.Lender's coverage Premium$0.00 1110.Owners coverage$112,0OO.OD Premium$960.00(Old Republic National Title Insurance Company.$144.00) 1200.Govemment Recording and Transfer Charges 1201.Recording fees:Dced$71.00;MOrtgage; $77.00 t202.County ta�dstamps:Deed$1,120.00;Mortgage; $1,120.00 i^<03.State tanls�mps:Deed$1,;�J.qC;?derg�e; $1,120.00 1204.Cirytax/stamps:Deed;Mortgage; � I 7300.Additional Settlement Charges 1301.Survey 1302.Pest Inspection 1304.Final Water to Borough of Shippensburg $72.21 1305.Final Sewer to Cumberland Franklin Jant Municipal Authority $2g.52 7400.Total Settlement Charges(enter on line 103,Section J and 502,Section K) y2,751.00 $6,827.73 1 have carefulty reviewed the HUai Setllemem Shatement and fo ihe best of my krwwleAge and beliei tt is irve and aca2te statement of all raceipfs and disbursemen�s made on my accoun!or by me in Nis transadion. I further ceRifv that I have 2ceNed a mpy of the HU0.1 Settlemem SfatemenL BORROWERS � SELLERS - �/v�..� ASH STINE Jeff W ,Execut r of the Esfa of Joyce Wyridc The HU0.1 Settlement Statement xfiich I have prepared is a We and accu2te accounl oi�his transaction.I have caused or 1 vnll cause the funds to be tlisbursed in aocordance wilh mis statement. �� .`C....- ---.. \ SettlementAg nt "� Date ( �s'� �� /'���� -._. ___� 4/24/2014 ���T WARNING:It's a cnme to knowingly make false statements to the UnBed Stafes on lhis or any other similar fortn.Penalties upon conviction can include a foe and inprisonmenL For details see;Titie 18 U.S.Cod= SecUon1001andSectbn1D10 � Loan Number. File Number: ��1S61326 Page 2 ot 2 Calculated Va1ue of Your Paper Savings Bond(s) � Page 1 of 1 .,�^-''�� Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 12/2013 Total Price Total Value Total Interest YTD Interest 6 693.75 $40 712.15 $34 n18.40 334.32 Bonds: l-23 of 23 Issue Next Final Iss►ae � Interest Seriai # Series Denom pate �lccrual Maturity Price I�terest Rate �aiue 1Vote � __M 104931329E.;___E___:�1,000�05/1975:.__ ____i 05/2005____.__�750.00_.__�4,563.20: ____ ___ :_ $5,313.20__ MA M101350176Er _ E ;$1,000 O1%1974. 01%2004. $750_00_.__�4,389 20, _ . : $6,139 20. MA_ _,_M200318476E, E _ _.$1 000 11%1975___.._ _.__ li/2005 _____�750 00__ _�4,628 40_,._ __.____ .._$5�378_40 MA C1049860020E E $100.05�1975_ __ ._ ' 05/2005 i _ _$75 00_:__ __ $456 32:_ „ ___. ___$931 32 MA � D102357102E;. E $500;01/1974 :01/2004. $375 00:. .$2,194 60; $2,569.60 MA .___M93127001E; E„ ,.$1,000.12%1971_. „12/2001. _ $750_00;, $4,31640; : _$5�066.40. MA __C506493629E; E , $1.00,01/1971 ,01[2001, . �75 00;_ _$430 20; . _ . __ $505.20. MA __C506493631E' E , $100_ 01%1971 _ _: O1%2001 $75 00; $430 20_; $505.20 MA _ _.__. ___C506493630E: E $100;01/1971 j 01%2001 $75 00_;. _$430,20;_ $505_20 MA. Q5252668552E: E _.$25 05%1975 _ _ ;05/2005 __$18 75; $114 08; . . _ . . $132 83_. MA __C506493628E _E ___ _$100_01/1971 __ ,O1%2001: ____�75 00;_ $430 20; ___._ . _ $505.20: MA --- - ---.. ! _E.._. :_. �100 01�1971._ ..__. .;.01%2001 _..._�75 00: _$430 20, . _._.._._... . $505 20. MA C506493632E __M202646377E_ E ,$1,000 06/1976 _ 06j2006, .__ $750.00_ $4,703.60: _____„ $5,453.60;. MA . . . _ _ _.R31832987EE _ EE , $200;10%1986 04/2014'10%2016 ._$100 00_'; __$309 60.;__ 4.00%. .._. $409.60._ R31832988EE: EE o _____ _ _ _______. _, $200:10/1986_04/2014;_10/2016. $100_00; �309 60; 4 00/o _. $409 60.. __R34421445EE.;_ EE._ ..,_$200_10,(1986.04/2014;10/2016 _$100_00;_ .$309 60; 4 OO�o_ , $409 60. . _. _.R34421446EE: EE _ _ $200,10/1986„04/2014 10/2016;. $100 00_,._ _ .$309,60., . 4 00% . __$409.60.; „_R34421447EE EE $200_,10%1986 04%2014;10%2016. $100 00,, ..„$309 60; 4 00% . .__$409.60, _ D14154396EE EE a ,_ _ .__ ____.__ . __ $500 10%1986'04/2014'10/2016 _.. $250 00:.....$774 00, „4 00/o, .$1,024 00__ . D12373115EE EE o ___.__ ____. .____, ,$500,10/1986;04/2014,_10/2016 __$250 00:. .. $774 00 4 00/o $1,024 00_ R34421444EE:,. EE_ :__ $200_ 10�1986.:04/2014:10/2016 ..,.�100,00`_ ._ _$309 60._ 4_OO�o: ...$409 60_._. . _..---- -�----�- _ EE_ ;$1,000_;10/1986 04/2014: 10/2016 _$500 00;_ $1,548.00.,_ 4 00%, $2,048.00„ M19459818EE M19459819EE. EE '$1,000:10%1986 04/2014;.10/2016 ..__$500 00;_ $1,548 00„__ 4.00%:_.$2,048 00 Totals for 23 Bonds:$6,693.75 $34,018.40: $40,712.15 Notes NI :Not Issued ......:.. ... ._.. ...... .. .. ._ ... . ._ .. ..._ _ ._ ... ... _ ... _ _ ._ ... _ NE _Not_eligible_for payment_ ___ __ _. _..__ --.. _ P5 Includes_3__month interest penalty NIA :Matured and not earnin interest i 1 �_u__i�______..______�_�:___.. .___.mr+inr�nn..:..,. �.i i�i,�n�� Prudential Financial Inc., PRU Historical Quote - (�TYSE)PRU, Prudential Financial Inc. ... 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S8P/Dow Jones Intlices(SM)from Dow Jones 8 Company,Inc SEHK intraday data is provitletl by SIX Financial Information and is at least 80-minutes delayed. fJl quotes are in bcal exchange time. � I j� � � 1 r�� �� j \/ ("�,� ' � `�-'� � � 1` lv / hitn•//hivr.hart� marketwatr,h_r.�m/hi�t�rical/defat�lt.a.sn?svmh=Pru&amn:closeDate=l l%2.__ 2/21/2014 LJD��IIG JEWELERS S 1 N C E 1 8 7 y Phone(717)264-7693 121 South Main Street Chambersburg,PA 17201 Member,American Gem Society Ann Ludwig Wagner,Registered Jeweler Jane Ludwig Mentzer FAIR MARKET VALUE APPRAISAL The fair market value is an estimation of a price arrived at willingly by a buyer and a seller and not under duress. Because jewelry appraisal and evaluation is not a pure science and is therefore subjective, estimations of fair market value may vary from one appraiser to another and such a variance does not necessarily constitute error on the part of the appraiser. Mountings prohibit the full and accurate observation and grading of Diamonds. Therefore only a provisional grade will be given. The weights are estimations determined by formula based on available dimensions. If a Diamond is regraded or weighed unmounted the grades or weights may vary. ESTATE OF JOYCE WYRICK Jan. 22, 2014 1. One lady's 14 karat yellow gold ring contains: 1- .02ct. Full-cut Diamonds 32- 2mm. Round, faceted genuine emeralds Color-Hue- green Tone-medium Saturation- fair Clarity- lightly included The ring is a 20mm. round cluster with the Diamond set in the center. Each stones is set in a four prong head. Each emerald with head is set at the end of a gold wire. The wires vary in length and height. The shank is 2.3mm. wide. $150.00 2. One lady's platinum Art Deco style ring contains: 3- .12ct. Full-cut Diamonds Dia.- 3.2mm. 10- .03ct. Full-cut Diamonds 2- .02ct. Full-cut Diamonds Average quality- Cutting-fair Color-H-I Provisional GIA Clarity-VS2- SI1 " " 4- 1.8mm. Square, faceted blue sapphires ESTATE OF JOYCE WYRICK Page 2,#2 continued 2- 3 x 1.6mm. Half-moon blue sapphires The tops of the sapphires are abraded. The ring is a 30 x 15mm. Oblong openwork design dome with the length runiiing with the finger. The Diamonds are set in plates and the sapphires are set in full bezels. The shank is 1.7mm. wide. $750.00 3. One lady's 14 karat white gold Diamond ring is a 16 x 8mm. Marquise-shape running lengthwise across the finger. It is set with 1- .03ct,2- .02ct. And 18- .00Sct. Single-cut Diamonds. The shank is 2.2mm. wide. $125.00 4. One lady's 14 karat yellow gold Diamond ring contains: 1- .18ct. Brilliant-cut Diamond Dia.- 3.4mm. 2- .09ct. Full-cut Diamonds Dia.- 2.85mm. 16- .04ct. Full-cut Diamonds Dia.-2.2mm. Average quality-Cutting- good Color- I-J Provisional GIA Clarity- SI1- SI2 " " The Diamonds are set in three rows with the center row being the .18ct, 2- .09ct., and 2- .04ct. Full-cut Diamonds. The outside rows are 7- .04ct. Diamonds each. The Diamonds are all set in prongs. The shank is Zmm. Wide. $700.00 5. One lady's 14 karat white gold Diamond band contains: 14- .03ct. Single-cut Diamonds Dia.- 1.9mm. Average quality-Cutting- fair Color-J-K Provisional GIA Clarity-VS2 " " The Diamonds are set in two rows in fishtail settings. The shank is 6mm. Wide at the top of the shoulder and tapers to 2.7mm. in the back. $160.00 6. One lady's 14 karat yellow gold Diamond soiitaire ring contains 1- .03ct. Single-cut Diamond. The Diamond is set in a white gold square illusion head with a 2mm. Wide yellow gold shank the is worn thin in the back. $25.00 7.One lady's 14 karat white gold Diamond ring contains: 1- .15ct. Full-cut Diamond 6- .l Oct. Full-cut Diamonds Average quality- Cutting-fair Color-J-K Provisional GIA Clarity- SIl- SI2 " " . ESTATE OF JOYCE WYRICK Page 3. #7 continued The ring is composed of five white gold wires�irLning across the fmger and one wire on either side that runs halfway. Each Diamond is set in a four prong head. The largest Diamond is set in the center with the smaller ones around it. Total weight of the ring is 4dwt. $450.00 8. One lady's 14 karat yellow and white gold ring contains 14 full-cut Diamonds ranging from.005 to .OSct. in weight. The Diamonds are set in a white gold plate with prongs. The plate is tapered on the ends and is framed white gold bead edge. The yellow gold shank is 2.8 mm. wide. $125.00 9. One 14 karat yellow gold ring contains : 1- 12 x 6mm. Marquise garnet Color-Hue-red Tone-dark Saturation- fair The garnet is set lengthwise across the finger with four prongs. The gallery is an openwork design. The shank is 1.8mm. wide. $65.00 10. One lady's 14 karat yellow gold ring contains: 18- 1.7mm. Round, faceted citrines 21-2.3mm. Round, faceted citrines 12- 3.5 x 2mm. Marquise amethysts The ring is a 25 x 12mm. Oval dome running lengthwise with the finger. The citrines are set in four prongs in S lengthwise rows. Around the edge are set the amethysts. The shank is 2.Smm. wide. $110.00 11. One lady's 10 karat( stamped 375)yellow gold ring contains: 1- .35ct. Brilliant-cut Diamond Dia.-4.6mm. Depth-2.7mm. Cutting- fair Color-I Provisional GIA Clarity-Il " " 4- .O 1 ct. Single-cut Diamonds 2-4.2mm. Round, faceted sapphires Color- Hue-blue Tone-very dark Saturation- fair The ring is a reproduction of a Victorian style. The 17.5 x 5.8mm. oblong top runs lengthwise across the finger. The major Diamond is set in the center. To either side of it are set two of the small Diamonds and then to the outside of them are the sapphires. The shank is 2.8mm. wide. $200.00 ESTATE OF JOYCE WYRICK Page 4 TOTAL ESTIMATED FAIR MARI�ET VALLTE OF ALL 11 ITE S- $2860.00 L. agner , CARL E . OCKER AUCTIONEER 4401 Philadelphia Avenue Chambersburg, PA 17201 (717) 264-6578 Personal Property Appraisal for Joyce Wyrick Estate 428 N.Eazl St Shippensburg,PA 17257 WALNUT VICTORIAN MARBLE TOP STAND.....................••••........--•.......................•••• 150.00 WALNUT VICTORIAN MARBLE TOP STAND.........................................•--.-.------............75.00 UPHOLSTERED SOFA..................................................•••••................................................ 125.00 MAPLE GRANDMOTHERS CLOCK.................................................................................125.00 12 SMALL LEADED TABLE LAMPS..................................................•--•-•---.....--�--•--..........75.00 3 PINE CORNER CUPBOARDS.........................................................................................300.00 MARBLE TOP STAND..........................................................................................................75.00 OAKWASHSTAND..............................................................................................................75.00 CHII,DS OAK DROP FRONT DESK....................................................................................75.00 10 VARIOUS LEADED GLASS TABLE LAMPS..............................................................250.00 ENGLISH TALL CASE CLOCK.........................................................................................500.00 4 PC PINE BEDROOM SET..................................................................••......................-••••.400.00 OAK CHEST OF DRAWERS,OAK MIRROR WASHSTAND,OAK DAY BED............300.00 YOYO QUILT........................................................................................................................50.00 MISCELLANEOUS HOUSEHOLD ITEMS........................................................................500.00 TOTAL.............................................................................................................................$3,075.00 I,DO HEREBY CERTIFY that I have examined the tangible personal property of Joyce Wyrick Estate,428 N.Earl St, Shippensburg,PA 17257 And do value and appraise the same at $3,075.00 as being fair market Value of said property on this date of November 18,2013 . � � ' 3 i. Date `� Carl E.Ocker Appraiser De c. 12. 2013 2: O1 PM HC DAVI S No. 2034 P. 1 ��sTOwN B�� A Tradition of Excetlence December 12,2013 Law O�fices of Zullinger-Davis 20 East Beird St P.O. Box 40 Shippensburg,Pa 17257 Fax: 530-5222 Re: Estatc of Joyce E'QVyrick Social Security Number 202-20-6451 Date of deatl� 1]/I8/2013 TT IS HER�BY CERTiFIED T'�TAT THE ABOVE NAMED DECEDEIVT HAD TT�E FOLLOWIl�IG ACCOUNT W1TH ORRSTOWN'BANK_ C1�CKING ACCOUNT Account No: I03003206 Account Type- 50+Interest Checking Account Title- Joyce E Wyrick Date Opened- l/11/02 Joint Account(name/date)- No Balance- $16907.0� Accouat Interest- S 0.16 CHECKINGACCOUNT Account No.- � 103213302 � Account Type- Money Market Acenunt TitIe- Toyce E Wyrick Date Opened- I/17/02 roint Accoiunt(name/date)� No � Balance- $50063.62 Account Interest- S 1.92 2695 Phlladelphia Avenue•Chambeisburg,PA 17241 D e c. 12. 2013 2: 01 PM HC DAV I S No. 2034 P. 2 TIME DEPOSPI' Account No,- 400003a987 Account Type- 30-35 Month Growth Account Title- Joyce E Wyrick In Trust for Jef�'rey L. Wyrick Date Opened- 9J18l09 Joint Account(name/date)- Nv $alaace- $55361.61 Account Interest �0.00 TI11 DEPOSTl Account No.- 4000443322 Account Type- 2�-29 Month Income Accaunt Title- Joyce E Wyrick In Tnis#for Robert'QV"yrick Date Opened- 2/21/12 Joint Account(nameldate}- No B��- 522318.94 Accoeuit Interest- $ 10.27 TIME DEPOSIT � Account No.- 4000043712 Account Type- 24-29 Month Crrowth Account Titte- royce E Wyrick In Trust for Robert E. Wyrick T)ate Opened- 4/11/12 Joint Account(name/date� No Balanc� $14958.59 Account Interest $2.46 - TIME.DEPOSIT . Account No.- . 4000044012 Account Type- 2429 Manth Growth. Account Title- J'oyce E Wyrick In Tntst for Robert E.Wyrick I3aie Opened- S/23/12 Joint Acco�mt(nameJdate)- No Balance- $13015.40 Accaunt Intecest- $ 7.42 Dzc. 12. 2013 2:O1PM NC DAVI� No. 2034 P. 3 . ` � Best Regazds, C - Kim oyer Deposit Processing Clerk PRUDENTIAL Dec 17 2013 15:36 P. 10 -::.•K.::-•...�..FaX- Serve�;_•--- -.:...;4. . .-..1�1�/2013• �:05:35-:PM � PAGE� -•2�E70.Z�s-.� �FaX• Se�ver: _ ._._$: - � _r ; _ . . . ._ . .. .. ... -- --. ..... .. . �U.t�P,�l.� ,e��,� . . -- - - �— A$t�loess of ftvdcntial H�ai��al.Inn . � P.o.8ox 7960 . �" . ' . . ' . . . P.hiladdpl�ia PA],9178 : ' . �)51.3080� • . .-- - .... . -• '- • � �--- - .. :q,�-::,c..r..-=.-.:�:--�: •_�.::c s_.a:�T �,���} - -.. . -. ..f _ - . . - Y�.� -- - - - -- -. rz=-_� -.<< x...- :r.a,...--�-r.-.t��-�_±.__�{._,��°`•�.:••....:..';.�-- •=' -• - -- . . .�(3n�"dC@`�1tAx1J�F:'8�-��r.-._..�. r�t, .. -`'a�„�..,. -- •.t..�, 156 Coipara�e�enter Dxive . -.:`� '"...'�:K. . -- - � � - - - --- ---—�-�' .P•'.s' Saite 105 Decemba�4.20�.3 . . �� . . . . .-�-� - �-- -� � ��� �----. �.. . .. ...�. . -- Camp Fiilt PA�7011-1759 _ . . ._.._ .. . .- -- Dear Nir.11�ilier: Thank you for the o�pomuooity to be of s�vice tn}bu. _ � � . , The conuscc valne of the above referenced coz�-act as of November 18,Z013 was��10.895.42... � -- �. --. ... . ..._._.._ Your satisfaction is imporrant to us. �£you have qaestions,pleace contaa yowr interoal _ .. _ .. :.. . - ...-.: �-. . :wholesale;or o�Arauaibies Serxice Centet aC(800)513-0805..ReQreseauCatives are awu�able to. .. .. . .._ . . . _ ... .: : �--. _ ._,..-- a�,ast you Monday through Thursday between 8 a�m.and 7 p.m..and Frida}i berwee�a.8�a.m_and - . .. .-. 6 p.m.Fa+c�na tir� • -- .. . . _. . . . .�:�-•-, • -- •�-- :_. .. _ - � - - � ... . . . . - . . . . - --�-:. �:-:�• -� ...-�.•:.. - - - . . __':.. .. . . �� -�-�ank�ou�or'cho' :to`do basinPSS�vith Prdilenda�. _.-. _�r .r....... :"-'c'- '- '---..' -".......-.:... .,-" ' ' ---"-' '.. ... .----'-....._..s_.�... . —�_.�...�._.�. 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' ' h-�•- -- - . ..... . --�� � �enca cr.::�aa�es ai���ed�.ei�aeivai�4uririWes'„rn4ip'.�'�Luc;sJ�s�io�n. � -:AII:aas:�kq��i'a►T'm�sia4'lnc::'----�- � •,�.a:.••.•••<-�••°- .:�-.•- •-•:::•• -- • ._.,.. .._.b!'_: � .. � . • . - • -- �- _. . -- , .,..,. - • .-�-• - - .-••.• -., . .. . . -mmpantes'aad escl�'!a sdelyipipdaa'ble fot iu ouryo fauaoaal coadifimo aud coatauaal ob$galSao.�. •, . .:,. _. .<• . _. -. ._ .:._.._ .. .�� - : • • . .. . . . .. _ - -- ,- - -.:. . . �8..._9.... ..... - ' . . .. .. . . . . . . . . .. . - . . . . � CFEC 200 PRUDENTIAL Dec 17 2013 15:36 P. 11 Fa,x Server 12/4/2013 12:59:30 PM PAGE 2/002 Fax Se�vex � , . � ° _. �_=:_.�. -.. :. v. �.� =-����ua�: �-� . �f- . � .. � �. ��. � - �A��o���,:.��_=i�.. ::� .�_::��-�.� = =- -���: �-:":�_. _ . �` P.O.BoX 7960 P!u'ktddpDia..PA�19I76 " " ' - - :.....--•— - —--•°�- --' ------•- -• •-- --• --•_ - . ___. ... -_. .-_ .- ----_-• - • • (S00)513:A8A.4 " . . . . . . . . . _. _ . ,. . .. . � Jason R Miller Con�act Numlier..E0042354 . . 150 Corpa�abe Ceater Dtive . . _. ..__._._ .--- -- -- - ----------- ...-- - . - - -.---.._. - Suite 105. Decea►b��20i3 .� . .. - .. . . . __. Caooa�T3�,PA�701.�-�759 ' ..._•_.._�:,---__.. ._.,,�-T. _.._,.:...,....:.. _ .;_.._ ... . . . . . . . . . .. . . . . . . .. . _ _ _ .... _. .• • - - _w.r: ,-• ,. . . . - • • -- -� - - - --v'`:'-'-,---.'>- • • -- c- �..• ��'4-.. . . ..:.:: .: :• ----- � :D-e'ai�-.?�er�. �. -• ••- - - -. •• - ' - . ' - - ' - -• .. . -- . ��.�,.:.��.;__..._�_�......r.,.�. . : . . . � Thank yon for[Ue opportn�.ry co be of service to you. �e coan�act value on the above seferenced conuact as of November IS.Z013 was�17Z,421.14 your ssdsfacolon 3s 9mportant to u� Tf you ha��e questions�plea�e contad"yodr infsroal - - .� �V wholesaleq or o�u Anonities Service Cent�at(800)513-0805. Represemcatxves are a�ai�able to .... -�-� --��- - assisst you Mouday daroygh Th�sdaq becween 8 a�r.and 7 p.m.,and�Fiidaj►tietweeri 8 a.iri,acut�. . ._.....-- - .. .. . . .. 6��oa.Easte�n Hme- � .. . . Thank yoa for c600siqg to do busimess wi�fa Prndential Anamties. . . --- ...... _ . . ---- ---- - - --- - - Sincctely. - •-• ' ' --_,:..-.>: .Arn►vitie�.Se�nce.GeaCer_ -_.� .. _ . . . , . . . . .. _. - >� • . - . . : -.. -- � - � -- .. •- --- -- . • - - -� ��•��--•-• • • - • • • -- � ---- - • ... . .... . .. . . __. .__.. _. -:-�- . _ .,. .. . - • . • � - --� - -- -• -. . �:•-•- .-:.... ..�.._ _..._. . . .... • ' . . . . r . .. . -•- - - --. L.. ... . . . ._ . .. ...�....� .�� . ...-,r .. . .. > -- � _..-. .� .. .. . . . . , � .. " • . '. . ,� .__� • ��- .. . - , . . .-. • -. • . • . -- . �. .. . . . . . _ . .. , _, . . .. . _ >,: . _v.�,_-,........ . .. . _ . . . �rl'?J.:_.-. ,-._.. ... ..-'.'""'': .' . ..::. .. ..- : . . . . .. ._ . . . . . . _ , . �.- -.. . : .... _ _".... .. . . .. �.-...---. -_. . . .. •. . . . � .. .� :,,. •_.::: . . . . �.. . . ... .. .. �" ' A.:l".rs� • __ .. • " " .._ . - • .. . . • . ' " ' ' 4muides ae ivaual by�e Hcuden5el Sawrance Compaay of Amectca au4 Ptiaarn L"nfe Ia'smcance Comp9up(Iri I�I'rw YaeY�DyYtnco -. ... . . . . L;fe r��•�•M•Compeay of New Jase3�.aA b�at+i In Newsrk.I�7.�or b9 Pcedea�sl9naaldes Lfe Assmance CaapardIIoa, . . . Shdtoa.Cl: Ameioa ae distn'buud�y PrndeAUSI Anaatdes Dk�ts.Iocy ShcCoi.CT. AA�mce Rhtdedfisl F�st+cis.�Iue. , . . .. . . oomp�ies and ead►a soldTxesponu'ble for hs own floaacFal rnadhioa anE onate�al ob$g�ans. - .. . ' CPECCFt'ee 92009 PRUDENTIAL Dec 17 2013 15:36 P. 12 ..._: � .F,ax Sei�ver :.... . . . .; 12/13/2013 9:27:52 .AM,..PAGE- .•---Z�dU2:.�_F.ax>�exve�=:----_,---:•<�,.,,•• , • ..,..,.�. ,::.:._... �, . ... . .. . .. . . .. . ... ... . . 'F.' . • . . . . .. . . • ' • . - . . - ' ' .. . ' ._. " -_ �- . . . r . '�. .. _ . . . ' . "Si ' . . . . � � ' -• _ . . . ..... - ..- • . . . . .. ... .� ._" �' . ' , ' ." . _" � " "..� . .___ '"'"_..� .._. ... ."" �i- �u(���1�1�. . .. . . . .- . � _ �- n�c��to,2ois � - � - - - - � - - . ..---..._:. ...- -�- ATI`I�T 74SONMII,T�Et. . - . .. - --. .. �.. . . .� �_ . .- . . VIA F.47C:717_763-8974 �.av-.; •:...:..--+;.:.-..t:•"s",z.✓_ ' -. -:.-d ..-.)... . . .... _ - -. — . • . .-. —. .'. ? . -.T�'. .r.. . ... '.. .'E"�•. — —• . . . ."' ' ` '�:=.:.:r✓..-. ' '� ' � +.:e.'..�s: .: .:.' ".. ... . _':$. - . .. . ... - . . . � • _ -. RE: Prudenrial � • ReferenceNumber: 6566015415/38Q47�2 _ .. _ . . ._ ... . .._ _ ..——•-.•----• • -- - Accouot. � 0087 XXXX1t'XO352 � � � -� - -�-----. . _ .....-�---� --- -.. _.. . . . _ . Regisftation_ PRUDEN'I7AL TRUST COMPA�iY . _ .. . - - -�- . -. -•••- - • • -. - CUST FOR THE IKA OF . JOYCE E WYRiCK Dear Jason Meller; . . . . ... . - . - - • - , This letter is m re d ro the above t�fzrenced accounL . - - -• __. ._ . . --• - • - • -,_�. . _. __�,...._ � ,--.�_•,Y.,.c:pra�.<JM::.•..:�' -�"'.f=Y*„�.., ..�....-�--..-.,.,.-�.--:u.�_:"_ ."_" .-." '"'f � . . . __ . . -. .. . .$���r-..._ . • ' ' ' '- ' • '.. _ . - • As-o�the�c�ose.9fbBS�e"ss�cEg=l�To�zaibei_iS;2o-13•-.rl�caboye� _::� -�.�_v,t�.`q�u�t;a�`r_-;.::�'.::;��.�._"'-�.-:;�::�.A=:�:-� - -�..-. :-� .:.-.... _. ... �:---... _ ,���t a� - ---� , .._:_.:,. ::_..: �.-_ .:.��_:.. ..__---- - � . . . . . . v. .. - - -� . _ .. �28,851_79:This value isbased oe abal�ce of S,OSZ_853 sbares at theNet Asset Valu�(T1AV)--• -... . .. .... -- - -• ._.. . price of SS_71 per shara_ As cl�anging market conditians may�ause the�NAV prite W flov�tnatc ari . a daity basis,thc accomrt valac is subjc�tto obangc. . . . . _. .. . ._ . -- . - � ifyou have qacstions or need further assi�tance,please canuux:the Prudzmial Mutual Fund . .._ ._ . . ._ . . Srn�c�Ccnur a[(800)2?5-1852 Monday chrough Fri3ay betwee�i 8;00 a.m.a�d 6:OQ�.m. .. .. . _ . . .. _ . . ---. .. . Eastcx►t Ttma Far account information that is available 24 hoins a day,7 days a weel4 yoa may accessyour a�coant onlina at�twwprnden�aalfimds_cam_ - Sincercty, Prjyanlca Sarnnsh Dongre . _ --..... . ... . --- �� - � -._ ... .. . _. .. ['nctnmx�G[�r1CP��tP.��e�ve :.::.. .s. ._... � . .... , - _. .. ... .--. .- ,. ... °-- .. . . . . r ._ . • • • ,_:.—.<-..�=--:�.......••__ ..�:.;.:.. .-. :- f.. . ._ �._..�-�_ .. . • _ ... .. . ... _ . - ....-. . . . . -- -. . . .,._� .�,.•.... . . _ . . ,. . _. . . . _. , . .. . . Y.. ;: a':. _ . . "'. ' _ . _' '. - . . ._ : ...- . � . . . - � . . . . _.. . .. . . . . . . . . . . - . -. _ ... . ._'_'_... ...:... + . .-,.. . . .... .. .; . . . . �. .. .u.. �. ..r" "'. '._ . _ . .. . cr. • . . . . ........ ,. _. . _.. . ' ' .. M1' ' ' _ ' ' ' - • • -� i' . .��IIYM".-�V•�� . . _ _ • •.. . . . . ._ .. .. . . . '' " ' Pnjdeii�afMubiafF'oria ' .. ...... . . . .�'P O Box 8655'.: _. . .:. 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O F- t� � . . � _� �.�� � � ��,s, ._ _- s� �..� ��� � x_ �..�, LAW OFFICES OF ZULLINGER-DAVIS PROFESSIONAL CORPORATION JOEL R.ZULLINGER SUZANNE M.TRINH HAMILTON C.DAVIS jzullin�er(�zullin�er-davis.com strinh@zullin�er-davis.com hdavis(a�zullinper-davis.com 14 North Main Street,Suite 200 20 East Burd Street,P.O.Box 40 Chambersburg,PA 17201 Shippensburg,PA 17257 717-264-6029 717-532-5713 717-264-1884(FAX) 717-530-5222(FAX) July 7, 2014 > c n �`° -za� 7�� C.., r?-�� Register of Wills ��?,:- � ;'� -� Cumberland County Courthouse ��' ' �� r� � �.� a - 1 Courthouse Square ��-� �, � , ': ,:; � : Carlisle,PA 17013 ac_�.�-_; � �.,�`� v� c.� ``�,�i Dear Registser: a' RE: Estate of Joyce E. Wyrick File #21-13-1291 Enclosed for filing in your office is an original and one copy of the PA Inheritance Tax Return for the above. Also enclosed is check payable to Register of Wills,Agent in the amount of$3,163.82 for the balance of tax due. Please address any questions to my Chambersburg office. Thank you. Very truly yours, _ �� Jel . Z ' g � Encls.